Community Foundation of Northeast Alabama
Annual Report - 15 years 1999-2014 Our Mission Statement
Vision To wisely assess needs and channel donor resources to maximize community well-being. e Foundation will leverage and use its philanthropic resources to foster a region where residents Table OF have access to medical care, where quality education is support- ed and valued and where people Contents respect and care for one another. Stringfellow History ------1 Smoking Cessation ------3 Interfaith Ministries ------4 Our Low-Cost Dental Care ------5 Region Piedmont Education Trust ------6 King Family Fund ------7 Making An Impact ------7 Saks Scholarship Fund ------8 Doster Award ------9 Legacy Spotlight ------10 Career and Technical Education Initiative ------11 Grants Awards ------12 Endowed Funds ------14 Anvil Society ------15 Philanthropic Options ------16 New Partnerships ------17 Nightingale Awards ------18 Standards For Excellence ------19 Legacy Spotlight - Kryders ------20 List of Funds ------21 Organizations Supported by CFNEA------24 Our Grant Spotlight - City Of Anniston ------27 Gi s ------29 Values Trustees ------30 • We place the community as our Trustee Leadership ------32 highest priority. Statement of Financial Position ------34 • We honor the charitable intentions CFNEA Historical Timeline ------36 of our donors. • We promote inclusion and challenge prejudice in all of its Our Beginning forms. • We uphold professional, ethical H. M. “Mack” Burt, Jr., Board Chair 1999 - 2000 and duciary standards. e Stringfellow Health Trust with $13 million becomes the rst fund of the newly formed Calhoun County • We exercise impartiality and Community Foundation. fairness in distributing assets. Susie Parker Stringfellow (1869-1920) A Legacy that has Changed the Health and Well-Being of Our Community
What began as one woman’s passion to provide healthcare transfer and irrevocably to her community has had long-reaching e ects throughout assign its assets (just northeast Alabama. In 1920, just a few days before her over $13 million) to death, Susie Parker Stringfellow sat with pen in hand to the Calhoun County make a donation that would alter the lives of residents in Community Foundation northeast Alabama for 95 years. Susie was 51 years old. (CCCF); thus, the private foundation was converted I, Susie P. Stringfellow, being of sound mind and to a quali ed 501(c)(3) disposing memory, do hereby make, declare and public charity. publish this my last will and testament…. e Stringfellow In her will, Susie le her beautiful home at 301 East 18th Health Trust became a Street, plus approximately eight acres of land, to serve as component fund of the a not-for-pro t hospital subject to a life estate. Upon her Community Foundation, husband’s (William W. Stringfellow) death in 1932, the but nonetheless property and estate assets were placed in the Susie Parker continued its health Stringfellow Charitable Trust. Susie’s will was very speci c and related objectives. In 2004, the Foundation name was that the hospital could never be sold. changed to the Community Foundation of Calhoun County (CFCC), which was the 11th community foundation in the A donation of this type in 1920 was a little unusual. To set state of Alabama. the scene, that was the year women were granted the right to vote under the 19th Amendment to the U.S. Constitution. On January 15, 2009 the Board changed the name once Anniston, at the time, was the world’s largest producer of again to the Community Foundation of Northeast Alabama cast iron pipe, and the only paved road in town was Noble and responded to the growing number of funds in adjacent Street. ere was no hospital. (Source: Annie’s Town by Tee counties by expanding the geographical scope of the Morgan) Foundation to include Calhoun, Cherokee, Clay, Cleburne, DeKalb, Etowah, Randolph, St. Clair and Talladega e hospital was never sold, but it did undergo some counties. changes. On Feb. 1, 1938, Susie’s home became a 10-bed Tuberculosis Sanatorium. In 1958, the home was torn down Grant awards from the fund were initially awarded only to build Stringfellow Memorial Hospital, a 30-bed general to not-for-pro t organizations operating or serving clients care hospital, which continues to serve the community in Calhoun County. In November 2013, the Community today. Foundation expanded its grant opportunities from the Stringfellow Health Fund to all nine counties served within What began as a donation of a home for the well-being of its region. the community, transitioned into the Stringfellow Health Trust. Rush Jordan, a hospital trustee and subsequently a e Community Foundation of Northeast Alabama trustee of the Stringfellow Health Trust, recommended the (CFNEA) is one of more than 700 other community Trust emulate Susie’s philanthropic spirit by promoting and foundations in the United States that promote and build enabling other individuals to give back to the community, permanent endowments on behalf of their regions. e by creating the Calhoun County Community Foundation. CFNEA’s mission is to wisely assess needs and channel donor resources to maximize community well-being On October 1, 1999, the Trust was granted permission to continued on page 2
| 1 primarily through charitable gi planning, administering component funds, making broad-based grant and scholarship distributions to support discernable community needs, maintaining accountability to the community, and serving as the communities’ partner in convening, collaborating and connecting.
Since 1999, over 150 funds have been added to the Community Foundation. Each fund has its own charitable purpose and awards either grants or scholarships to the donor’s designated purpose. Total Habitat House 2009 Sta Work Day assets are around $37 million.
Not-for-pro t organizations receiving grants from the Stringfellow Health Fund Boys & Girls Club - December 23, 2000 provide health related services such as equipment, supplies for health screenings, prescription assistance, dental care, safety programs, quality of life issues, prevention programs, disaster recovery, emergency care for those in need, handicap ramps and more.
In the years since Susie’s donation, many generous donors have followed in Susie’s footsteps and established legacies with the Foundation. Many of these stories are shared on the pages throughout this report. YMCA Splash Program - July 10, 2000
Stringfellow Grants by Year - Total $6,464,333
Year 1 - 1999-2000 $652,032 Year 2 - 2000-2001 $650,374 Year 3 - 2001-2002 $468,252 Year 4 - 2002-2003 $424,335 Year 5 - 2003-2004 $509,234 Year 6 - 2004-2005 $342,652 Year 7 - 2005-2006 $346,718 Year 8 - 2006-2007 $419,375 Year 9 - 2007-2008 $508,435 Year 10 - 2008-2009 $528,643 Year 11 - 2009-2010 $479,215 Year 12 - 2010-2011 $387,162 Year 13 - 2011-2012 $273,441 Year 14 - 2012-2013 $100,703 Year 15 - 2013-2014 $373,762
2 | Clearing the Air . . . . In Calhoun County
e rst University of Alabama at Birmingham Public Health Assessment requisitioned by the Community Foundation stated that Calhoun County residents “smoked twice as many cigarettes as any other county”. is was substantiated by the American Cancer Society’s (ACS) statistics which ranked Calhoun County as having the highest rate of lung cancer in Alabama. e Jacksonville State University (JSU) College of Nursing was determined to make a di erence in those statistics. e Nursing Program received a three-year grant (l999 - 2002) to curb smoking and the diseases it causes. Smoking was the #1 cause of chronic disease and death and considered the worst health habit a Dr. Debbie Curry, Brenda Roberts, Ph.D., person could have. Pediatric Professor R.N.
A six-member team of nursing professors, under the leadership of Dr. Brenda Roberts, established the Smoking Cessation Initiative by outlining a program that included a two-prong focus: (l) smoking cessation, and (2) smoking prevention through targeting children. Preventing Smoking It was decided that the most successful mode of prevention would be to target children before the age of 12 when they usually begin smoking. Dr. Debbie Curry, Pediatric Professor, challenged JSU nursing students to put their knowledge of “learning theory” and “growth and development” to work by constructing an anti-smoking program that was presented to 5th and 6th grade students from Calhoun, Cleburne, and Cherokee counties. e program included a short lm, demonstrations of how hard it was for a patient with Chronic Obstructive Pulmonary Disease (COPD) to breathe through a co ee stirrer; magazine searches which showed how tobacco companies lure in their age group; question and answer session; and lastly,( and the favorite part), a skit performance by nursing students based on the Village People’s tune of “YMCA”. e program registered a grand total of 2,800 contacts! Additionally, the Youth Leadership Calhoun County, attended for another 108 contacts. “The Smoking Cessation Program helped me to pattern my life as a non- smoker. If it had not been for this program I would probably still be smoking.” - Je Borrelli
Smoking Cessation e other ve faculty members held smoking cessation classes throughout Calhoun County at various locations and industries. Faculty presented an eight-week program designed by Dr. Roberts. e approximate number of participants who entered the class over the three-year period was 1,500 persons. ose who completed the eight weeks of sessions were then followed for six months by monthly phone checks.
e eight-week program included pharmacological intervention, counseling and education. In the six months following the program, 35% of the participants had successfully quit smoking. is success rate reported for other programs averaged around 32%.
Milestone 1999-2002 A Smoking Cessation Program was o ered free of charge through a grant of $120,000.00 from the Stringfellow Health Fund of the Community Foundation. is initiative would be the springboard for a Stringfellow Health Fund grant to the American Cancer Society to improve the Calhoun County Smoking Ordinances.
| 3 Today the Senior Rx Program is administered through Interfaith Ministries in conjunction with the East Alabama Regional Planning and Development Commission. Since 2002, over $32 million in free prescription drugs have been made available to the clients of Interfaith Ministries.
Interfaith Ministries assisted 1,107 clients with prescriptions in 2014. e accessed dollar value of these prescriptions is $2,484,618. Since 2002, the assessed dollar value of prescriptions is accessed at $32,972,376
Joining Hands to Serve God’s People
In 2012, Interfaith Ministries of Calhoun County established an endowment fund to build a permanent source of income to ensure their mission of “Bringing God’s people together to serve God’s people in need.”
Interfaith Ministries has served the community for 35 years. It was created in 1975 by Protestant, Catholic and Jewish congregations which came together to organize the agency. In 1978 it was incorporated as a 501(c)3 not-for-pro t organization.
Tom Smith, Board Chair, noted, “By associating with the Community Foundation, Interfaith Ministries will have access to a wider audience. is partnership will allow us to expand our e orts to educate the community about our mission.” Members of the Board of Directors for e creation of a charitable fund with the Community Foundation is the rst step in Interfaith Ministries place their hands on securing long term nancial resources needed by an organization to continue their the organization’s banner to show joint charitable work. Jennifer S. Maddox, Community Foundation President & CEO support and commitment to continuing says, “ e Foundation has the resources and expertise to assist donors wishing to their work and mission by creating an endowment fund with the Community make an endowed or planned gi in support of this or any other organization.” Foundation of Northeast Alabama.
Milestone 2000
J. Keener Hudson, Board Chair, 2000 – 2002 e Prescription Drug Taskforce develops an Internet platform with a $65,000 grant, which expands statewide and generates more than $136 million annually in free prescription drugs directly from pharmaceutical companies. Today, this is the Senior Rx Program.
4 | Providing Low-Cost Dental Care to Kids
In 2001 the Community Foundation embarked on an e ort to address the need for accessible dental care among economically disadvantaged children and adults in our area. A er two years of reviewing best practices and developing a comprehensive plan of action, the Calhoun County Dental Center was created and began seeing patients in January of 2004. rough combined generosity of donors, corporate and community groups and a grant from the Stringfellow Health Fund, a total of $450,000 was raised to locate the Center on the campus of Northeast Alabama Regional Medical Center. e center opened with six treatment rooms. e Center was later named a er Dr. Warren Sarrell, a foundation trustee, for his leadership and guidance in shaping this plan to improve healthcare in Calhoun County.
Fast forward to today - Sarrell Dental is a not-for-pro t organization that treats the dental Warren G. Sarrell, M.D. Cardiologist needs of Alabama youth, ages 1-20. Since 2004, Sarrell has grown to include 16 other oces which are located in Alexander City, Athens, Attalla, Bessemer, Boaz, Clanton, Dothan, Enterprise, Leesburg, Montgomery, Pinson, Selma, Talladega, Toney, and Tuscaloosa. Sarrell Dental Center also owns and operates a mobile dental bus which travels to schools and daycares throughout the state.
Since 2006, Sarrell has grown to include optical services in four of their locations: Anniston, Bessemer, Boaz, and Clanton. e Sarrell Dental Team is made up of over 250 employees, including dentists, hygienists, and managers. Sarrell Dental only hires fully-trained dentists and optometrists quali ed by the state of Alabama to perform services for their patients. Of the 250 members of the Sarrell Dental Team, 66% have obtained a four-year degree and 30% have their masters or dental degree.
Stringfellow Grant Spotlight Jacksonville Meals-on-Wheels
Jacksonville Meals-on-Wheels (JMOW) was awarded a grant from the Community Foundation in 2000 to provide well-balanced, hot, home-delivered meals 5 days a week to quali ed residents of the Jacksonville/Weaver community. e JMOW program has gone beyond and above their program goals. Operating with only dedicated volunteers, the program o ers its participants more than just a hot meal. ey make a signi cant impact on the mental health of their clients by providing stability and companionship. All facets of the program are supported by a dedicated group of community volunteers which uses 100% of their funding for direct services. Between 2000 – 2003, the program delivered over 15,000 hot meals!
Milestone 2002 L. R. “Rush” Jordan, Board Chair 2002 – 2004 e Dental Care Taskforce with $350,000 in grant and community funding plans, renovates, equips and sta s the Calhoun County Dental Center providing preventative and restorative care for 2,800 low-income children. Today this is the Sarrell Dental Center.
| 5 Fund Spotlight Piedmont Education Trust
e Piedmont Education Trust (PET) was established in 1992 to provide funding for additional educational opportunities for the students of Piedmont City Schools. Two major nancial assistance e orts are promoted annually by PET. First, students bene t from the various scholarships that have been established through generous community giving. Second, through teacher grant opportunities, teachers are able to purchase additional teaching materials to enhance classroom resources that are routinely available through state support. Gi s to the fund are made throughout the year in memory of, or to honor individuals. Piedmont Education Trust is a fund of the Community Foundation of Northeast Alabama and includes the following scholarships:
Christian Cantrell Scholarship Fund Miranda P. Givens Memorial Scholarship Fund Dr. John R. Kirkpatrick Scholarship Fund Ophelia Rankin Memorial Scholarship Fund Dr. W. H. Kimbrough Memorial Scholarship Fund Piedmont High School Class of 1968 Scholarship Fund Erin G. Givens Memorial Scholarship Fund Piedmont Education Trust General Fund Florence Bates Law Memorial Scholarship Fund Piedmont Lions Club Scholarship Fund Frank Watson Memorial Scholarship Fund Ryan Davis Scholarship Fund Granger Latta Scholarship Fund Shane Donaldson Scholarship Fund Harper Scholarship Fund eresa Kisor Educational Scholarship Fund Health Scholarship Fund Vansant Family Scholarship Fund Larry & Jane Gowens Scholarship Fund Vera & Morgan Stewart Memorial Scholarship Fund Leola Roberts Memorial Scholarship Fund Walter ompson Memorial Scholarship Fund Lewis, Monteel & Jerry Savage Memorial Fund Weldon (Pinkie) Roberts Scholarship Fund McAbee Salmon Scholarship Fund William eodore Law Scholarship Fund Meagan McCain Memorial Scholarship Fund
Piedmont High School Class of 1968 Presenting the 2014 Meagan McCain 2014 Erin & Miranda Givens Scholarships are Scholarship Recipients for 2014 - Mallory Scholarship are Meagan’s grandparents, Don presented by their mother, Janet Henson. Erin Roberts and Matthew Strott are pictured with and Linda Johnson. Pictured with recipients; Givens – Hannah McCurdy. Miranda Givens - several members of the Piedmont High School Linda Feazell and Morgan Watkins. Caleb Adams. Class of 1968.
Presenting the William eodore and Florence April Lane, Bates Law Scholarships is their daughter, Health Scholarship 2005 Deborah Law Vogelgesang. She is pictured with the 2014 recipients. Matthew Strott received the Florence Bates Law Scholarship. Dylan Akin received the William eodore Law Scholarship.
Milestone 2003
e Piedmont Education Trust adds 16 scholarship funds in excess of $250,000 to the Community Foundation for the bene t of Piedmont High School graduates. Fast forward eleven years later, this fund now o ers 29 scholarships totaling approximately $700,000.
6 | E. D. King Family Fund e fund was established with a gi from Clara T. King on February 16, 2000. e E.D. King Family Fund provides grant awards in support of not-for-pro ts that address healthcare for the indigent in the nine county service area of the Community Foundation of Northeast Alabama.
Since inception the fund has awarded six grants totaling $5,510 to the following organizations: Calhoun-Cleburne Mental Health Board Community Enabler Developer, Inc. Concern for Children, Inc. Interfaith Ministries for Meals on Wheels Clara T. King Edwin Davis King, Sr. Opportunity Center As a community foundation we connect donor generosity with causes that matter to them. Making an Impact e Board of Trustees of the Community Foundation of Northeast Alabama takes a strategic approach to grantmaking. Every ve years the Foundation conducts a Community Needs Assessment of the nine-county region it serves. e assessment studies the quality of life in the communities. e information gathered from this assessment assists the Board in prioritizing their grantmaking e orts. Results of this report are shared with organizations desiring to apply for a grant from the Foundation. is tool is also useful to donors who desire to make an impact in an area of importance to them.
A variety of community indicators represent key features of the social, economic, and environmental landscape of our region. Our most recent assessment concluded there are high concerns in the areas of: Family Well-Being, Community Health, Household Income, and Poverty. Following each grantmaking cycle, site visits with grant recipients are conducted by sta , trustees and grant reviewers to track the success and impact of the grants.
You can access this full report at www.yourcommunity rst.org/aboutus/communityneedsassessment
In 2006, Evelyn Foss, Cam Payne and Charlotte Mullis volunteer for the Interfaith Ministries' Meals on Wheels program in Calhoun County.
Milestone 2004
D. Wesley Smith, M.D., Board Chair 2004 - 2005 e Council on Foundations recognizes the Community Foundation of Calhoun County in the rst tier of foundations to achieve full compliance with the National Standards among 700 U. S. Community Foundations.
| 7 Saks Legacy
e Joseph and Amelia Saks Scholarship Fund is a gi to the students of Saks High School from Andrew J. and Elisabeth W. Saks in memory of Andrew’s parents. Mr. Joseph Saks contributed the land in the early 1900’s and the structure for the original Saks High School. Continuing this legacy, Hank and Bette Saks created this fund to foster educational opportunities for graduates of Saks High School and to aid in their completion of higher education. Since 1999 the fund has awarded $107,200.
(Top) Joseph & Amelia Saks (Bottom) Andrew J. “Hank” & Bette Saks Harvard University Jacksonville State University Berry College Jessica Estep Christopher Shaw Latoya Austin (2005) (2006) (2007)
Jacksonville State University Auburn University Alabama A&M University Krista Mintz Danna omas Montez Boyd (2007) (2008) (2014) Signed Anvil Letter
Milestone 2005
e estate of Mr. and Mrs. Andrew J. Saks gi s $1 million to the Community Foundation to establish a permanent scholarship fund bene ting graduates of Saks High School.
8 | Juliette P. Doster Award for Outstanding Volunteerism in Community Health
e Juliette P. Doster Award recognizes personal commitment, overall impact and extraordinary service for a club, group or individual actively promoting or advancing community health in northeast Alabama.
Each year the winner, along with their guests and those volunteers receiving special recognition, are honored with a reception. e winner receives a $1,000 grant from the Juliette P. Doster Fund held with the Community Foundation to a not-for-pro t of their choice. In addition, their name is added to an historical plaque listing all past award winners on display in the Foundation oce.
Past recipients of this award include: e photo captures Juliette (seated center) 1999 - George Areno, Calhoun County Head Injury Foundation encircled with a few of the members of the 2000 - Bibby Cunningham, Salvation Army Women’s Auxiliary Anniston Runners Club who gathered for a 2001 - Lolan Granger, ARC of Calhoun County training run. Juliette expressed her gratitude for their e orts to encourage people to run and for 2002 - Eleanor Youngblood and Tony Areno, St. Michael’s Clinic their initiatives to build a stronger and healthier 2003 - Jean Flanders, Medical Center Memorial Foundation community. 2004 - Karen Morris, Health Services Center 2010 - Dr. Brenda Roberts, American Cancer Society 2011 - Helen Henley, RMC Chaplain Services 2011 - Margaret Taylor, Steel Magnolias Breast Cancer Support Group 2012 - Myrna Degner, RMC Auxiliary 2013 - Bruce Edward Cunningham, DMD of Jacksonville, Interfaith Adult Dental Clinic 2014 - Anniston Runners Club Past Doster Award Winners -
Lolan Granger Eleanor Youngblood Dr. Brenda Roberts Margaret Taylor and Myrna Degner Bruce Edward 2001 2002 2010 Helen Henley 2012 Cunningham, DMD 2011 2013
Milestone 2005
Terry Childers, J.D., Board Chair, 2005-2006 e Early Education Taskforce convened a long-term collaborative e ort to complete the objectives of the Blueprint for School Readiness to work toward quality early learning programs for area children.
| 9 Legacy Spotlight April of 2003 – e Estate of Karan Lee Evans established a fund to support Cartersville Middle School located in Cartersville, Georgia for the bene t of its Media Center ful lling Karan’s intention to provide learning opportunities for all students at the school. Karan was a resident of Anniston and Jacksonville. She was a graduate of Jacksonville State University. Ms. Evans taught at Cartersville Middle School for 30 years. Following a diagnosis of cancer, Karan died on September 2, 2002. Karan Lee Evans
Dr. Deborah Beckman, Cartersville Middle School Principal describes Ms. Evans as “an icon among the students and a person deeply respected by her colleagues.” Ms. Sally Knowles, a longtime friend commented, “Karan’s spirit was not hindered or dampened even a er learning of the devastating diagnosis. She was an exceptional educator who led Cartersville to be recognized as a School of Excellence. is is exactly the same impact Karan made on her students. I am so thankful that I had the opportunity to know her; she is deeply missed.” e reading nook established at the school.
Janet Evans, Karan’s younger sister of Anniston, shares, “Sister would be so pleased to know that her deep love for Cartersville will continue and that her gift will benefit the children she will never have the opportunity to teach. This fund is a symbol of Sister’s life - generous, creative and doing good for others.”
2006 Stringfellow Grant Kid One Transport
“Transportation can easily be taken for granted, but for many it is a daily problem. Without Kid One Transport, many families would not have the means to get their children to necessary medical appointments, to see medical specialists in Birmingham, or to their local pediatrician for acute care and preventive care checkups. We are very grateful to Kid One for providing those very important services to Calhoun County. Without Kid One, many children would go without medical care that we take for granted,” says Lewis Doggett, MD, Pediatrician.
Milestone 2006
Joseph B. Freeman, Board Chair, 2006-2007 e Community Foundation holds ve regional listening sessions based on the Public A airs Research Council of Alabama (PARCA) Community Counts Quality of Life Indicators to establish a seven-year strategic vision.
10 | L to R: Sherry Baxter, Anniston High School Counselor; Gina Byers, Alabama Power Company; Forrest French, Trustee, CFNEA; Joan Frazier, Superintendent of Anniston City Schools; Vickie Simmons, RMC Foundation; Lynne Smith, Project Consultant; Julia Segars, Alabama Power Company; Cheryl Potts, Trustee, CFNEA; Robert Houston, BAE Systems; Wayne Carmello-Harper, President & CEO, CFNEA. As Conveners - We Listen - We Inspire Others to Take Action
During community listening sessions held throughout Calhoun County in 2006, residents overwhelming recommended the need for more job readiness training at the high school level. In addition, strong career training programs were correlated to completion of high school, further education and reduction in poverty and health disparity indicators.
As a result, the Community Foundation approved a $100,000 matching grant from the Stringfellow Health Fund to strengthen the medical and health sciences courses at Anniston High School. Many individual donors and community partners joined in supporting this project:
Matching funds exclusively supported the other career tech courses in computer sciences, industrial skills and business. Anniston High School was selected as the rst phase of the Career and Technical Education Initiative due to the City of Anniston having a low level of adults achieving a high school diploma (73.7% compared to U.S. 80%).
e goal of the program was to ensure that the business, computer, marketing, criminal justice, electrical and health science career tech curriculums were business and industry certi ed and the program was competitive with other career tech programs in the area. e Community Foundation is grateful to the many generous donors who made an investment in our wonderful and talented young people. Milestone 2007
Forrest French, Board Chair, 2007-2008 e Career Tech Taskforce with $300,000 in grant and community funding equips, expands course o erings and sustains business and industry accreditation for the Career and Technical Education Curriculum at Anniston High School.
| 11 Grant Awards totaling $111,442 (April 2008 - September 30, 2014)
Foothills Community Partnership Charitable Fund was established in April of 2008 by Phelps Dodge Industries, Inc., to bene t and enhance the sustainability of services of not-for-pro t organizations that address human care issues in Calhoun County, speci cally education, community and economic development, safety and wellness.
Organizations that have received grants from the Foothills Community Partnership Charitable Fund include: Big Brothers Big Sisters of Calhoun County Boys & Girls Club of East Central Alabama Cheaha Creative Arts Cottaquilla Council Girl Scouts East Alabama Emergency Medical Services East Central Alabama United Cerebral Palsy Impact Alabama Interfaith Ministries, Inc. Jacksonville State University Wellness-Anniston Jacksonville State University – CORE Program to improve K – 12 school readiness. Piedmont Benevolence Center Public Education Foundation of Anniston
e Kevin ompson Teacher Project is a program of the Public Education Foundation of Anniston (PEFA). It is a pre-teacher program with Jacksonville State University and Anniston High School. Started in 2011, students work with an adjunct faculty member from Jacksonville State University on objectives to introduce them to the role and responsibilities of a teacher. PEFA’s goal for these students is that upon graduation from college, they will return to teach in the Anniston City School System. Wonder Osborne, Executive Director, says, “ e program has proven to be a success.” Currently 29 students have rotated through the program. All 7 of the students in the rst class are enrolled in college pursuing degrees in education. ese students will graduate in April of 2015. ree of the students intend to return to the Anniston School System and teach.
Pictured in 2014 is Jasmine Rodriquez, an 11th grade student from Anniston High School. Jasmine is helping students at Cobb Elementary School with their class assignments. During the second semester of the Kevin ompson Teacher Project, the high school students visit 5 elementary schools to observe and work with the students. Milestone 2008
Arthur F. Toole, III, M.D., Board Chair 2008 – 2009 e Foothills Community Partnership Endowment Fund, established with a $500,000 corporate gi , becomes the 100th charitable fund established with the Community Foundation.
12 | Lean on Me
e future is hard to predict. But one thing we do know is that not-for-pro t organizations need resources to continue providing the services the community depends upon. In the good times when donor support is generous and fundraisers are successful, they are gaining ground. But when times get hard, they need someone to lean on. at’s why not-for-pro t organizations should have an endowment fund. e Community Foundation of Northeast Alabama o ers proven results. Our investment portfolio is carefully structured to maximize growth of capital over the long-term and minimize risk. With almost $37 million in assets, the Community Foundation of Northeast Alabama manages endowment funds bene ting 37 not-for-pro t organizations. By establishing an endowment fund at the Community Foundation. ese organizations have become part of the movement to make our community stronger. Board members and sta don’t have to be experts in charitable gi annuities or real estate transactions. We are! We accept gi s of many types, including securities, personal property, life insurance and bequests. e endowment fund is professionally invested for the long-term and bene ts from being part of a large portfolio. Each year, a percentage of the fund balance is distributed to support the ongoing needs of the organization. We o er gi planning to assist donors in making current gi s and legacy gi s to a speci c endowment fund. Community Foundation sta handle all administrative details and investment responsibilities for the fund. Once an endowment fund is established for a not-for-pro t organization, others may support it in a variety of ways that o er maximum tax and nancial bene ts. ese include: A direct charitable gi ; A gi made in a will or trust; A gi that pays income for life; A gi of life insurance or retirement plan assets. To learn more, please contact Jennifer S. Maddox, President & CEO, 256-231-5160, ext. 25 or email: jmaddox@yourcommunity rst.org.
Wayne Carmello-Harper was recruited as President & CEO of the Stringfellow Memorial Health Trust. In 1998, the Trust was converted to the Calhoun County Community Foundation. In 2004 the name was changed to the Community Foundation of Calhoun County. In 2009, the Foundation expanded regionally to serve nine counties and became the Community Foundation of Northeast Alabama. During his 13-year tenure with the Foundation, its assets nearly doubled to $25 million. e Community Foundation contributed to or created 110 charitable funds and awarded more than $15 million in grants and scholarships. In February of 2011 Wayne stepped away from the Community Foundation to accept a position with St. Vincent’s Health System as Vice President of Mission Integration.
Milestone 2009
James W. Mullis Jr., M.D., Board Chair 2009 – 2010 Board changes name from Community Foundation of Calhoun County (CFCC) to Community Foundation of Northeast Alabama (CFNEA) and expands geographic service area to include 8 more counties: Cherokee, Clay, Cleburne, DeKalb, Etowah, Randolph, St. Clair and Talladega, in addition to Calhoun.
| 13 Listing of Endowed Funds Benefiting Not-For-Profit Organizations
Designated Funds – e donor speci es one or more charitable organizations to receive annual distributions providing them continued support. Institutional Funds – A not-for-pro t establishes an endowment fund in support of their own organization.
e Joy Kathryn Courtney Endowment Fund bene ting 2nd Chance, Inc. Calhoun County 4-H Club/Alabama Tree Trust Endowment Fund Jessie & Bill Kryder Fund for Agnes Scott College Jessie & Bill Kryder Fund for Columbia eological Seminary Jessie & Bill Kryder Fund for First Presbyterian Church Jessie & Bill Kryder Fund for Presbyterian College Jessie & Bill Kryder Fund for Union Presbyterian Seminary e Animal Shelter Endowment Fund City of Anniston Fund Anniston Museum Endowment Corporation Fund Longleaf Botanical Garden Endowment Fund Freedom Riders Park Fund Boy Scout Troop #247 Endowment Fund Calhoun/Cleburne Mental Health Endowment Fund Community Foundation Endowment Fund Cherokee County Historical Museum Endowment Fund East Central Alabama United Cerebral Palsy Endowment Fund Karan Lee Evans Memorial Fund bene ting Cartersville Middle School Faith Christian School Endowment Fund Freedom Riders Park Endowed Fund Golden Springs Baptist Church Fund Interfaith Ministries of Calhoun County Fund Jacksonville City Schools Education Trust Endowment Fund Patti Jensen Memorial Fund bene ting St. Francis Xavier Elementary School Habitat for Humanity House - omas Family with Eula Tatman Knox Concert Series Endowment Fund Oxford City Schools Education Foundation Paws Forever Fund bene ting Cherokee Humane Society Piedmont Education Trust General Fund First Presbyterian Church of Anniston Endowment Fund Public Library of Anniston and Calhoun County Endowment Fund Rainbow Omega Endowment Fund Sacred Heart of Jesus Catholic School Endowment Fund Endowment funds support SAVE Endowment Fund education in schools and clubs Kiwanis Club of Anniston Sunrisers Endowment Fund for youth in our communities. Bertha H. Trammell Fund bene ting Grace Episcopal Church Early Childhood Education Margaret E. Tucker Designated Fund bene ting the Opportunity Center Hank Turpin Endowment Fund bene ting Habitat for Humanity YMCA of Calhoun County Endowment Fund Milestone 2010 Leon Garrett, Board Chair 2010 – 2011 e Foundation receives a gi of $2.7 million from the Ritch Family to establish a fund to support the work of Rainbow Omega, a residential community that cares for adults with developmental disabilities in northeast Alabama. Also this year, the YMCA received a matching grant to restore an aging facility to better meet the needs of the community. e Foundation celebrated with Habitat for Humanity on the completion of its 136th home, making it the third home to be built with the help of the Foundation.
14 | The Anvil Society
e early settlers to our area discovered, mined and re ned the area’s abundance of iron ore. e Oxford, Cane Creek, Woodstock and Janney Furnaces shaped the economic base that gave rise to the communities across Calhoun County and northeast Alabama.
With this heritage in mind, the Community Foundation established e Anvil Society, which exclusively and perpetually recognizes individuals and families who have made a planned or deferred gi to the Community Foundation or one of its endowments in support of charitable needs..
e following individuals have made a commitment to help forge a stronger future for our region through their generosity:
Anvil Society Members Legacies At Work Anonymous Donors Mary S. Bernhard Lindie K. Brown S. David Boozer Mack & Rebecca Burt Edward Crutcher Wayne & Nicki Carmello-Harper Bobby Edmondson George A. & Anne S. Carruth Karan Lee Evans e Reverend & Mrs. Robert Childers Farley Moody Galbraith Elizabeth S. Colyer Mrs. Stanton B. Ingram Elaine Edmondson L. R. & Jean Jordan Joseph B. Freeman Dr. William Howard & Jessie Aiken Hodges Kryder Forrest & Joyce French Dr. Gertrude C. Luther Hon. & Mrs. J. Foy Guin, Jr. Marie T. Ray eld Chris & HonorableVirginia Hopkins Mr. & Mrs. George B. Ritch, Jr. Janice T. Hudson Mr. & Mrs. Andrew J. Saks Betty Hill Jackson Oleta B. Spearman Mr. & Mrs. Robert L. Jackson H. T. & Terrell Stanford Mary Elizabeth Johnson Susie Parker Stringfellow Harland C. Jones Dr. eresa Kisor Dr. Jerry L. & Judy M. Klug Jennifer S. Maddox Dr. Martha Merrill Legacy Spotlight John and Rose Marie Owens Mary Susan Bernhard Jean H. Perley (March 14, 1928 - April 5, 2013). Jean L. Phillips Mary loved life, her family, friends, Greg and Cheryl Potts music, bridge and reading. She was Bevely Alison Ritch active in her church and will be fondly Dr. Brenda Roberts remembered for teaching piano to J. Mitchell Rogers many young students in Anniston. Dr. David Wesley & Cheri Smith A er retiring as a nancial planner, Dr. Daniel E. & Esta G. Spector Mary volunteered on the Scholarship James Walker Swi Review Committee with the Jewell A. Tarnow Community Foundation of Northeast Ronald & Eula Tatman Alabama. At her death, Mary le a gi to the Foundation’s Dr. and Mrs. Arthur F. Toole, III Longleaf Fund which is supported by individuals and families Anita Genevieve Turpin who understand that a community’s needs and strengths are Ralph Edward Wade constantly changing. e fund consists of a sustainable pool Susan Waldron of dollars to fund meaningful community impact projects or initiatives.
| 15 Community Foundations Offer Unique Philanthropic Options
A perfect example of a unique option is the creation of the Evans Litigation Scholarship Fund. e fund was created by UAB Phelps Dodge Industries, Inc.; MW Custom Papers, LLC; FMC UA Corporations; United Defense, LP; and, United States Pipe and Foundry Company, LLC. As part of a litigation settlement the companies established the fund to provide nancial assistance to quali ed applicants from Calhoun County who seek to AU JSU improve themselves and their communities through continuing their education. ese industry leaders desired to educate a community, changing lives for the better. Whether students are attending college for the rst time or older adults are enhancing their skills to step back into the workforce or move into higher GSCC positions, this uniquely-cra ed scholarship fund o ers just that.
Quali ed applicants for this scholarship award are individuals who owned residential property (their spouse, child, grandchild or dependent) in Calhoun County between Top 5 schools/number of awards/total amount awarded 1999 to 2010. Applicants must have a diploma from any Jacksonville State University (JSU) 127 $165,294 accredited public or private high school or have earned the Gadsden State Community College (GSCC) 124 $95,539 General Education Development (GED) certi cate. Auburn University (AU) 51 $50,500 University of Alabama (UA) 41 $38,500 Awards from this fund are to be applied toward higher University of Alabama at Birmingham (UAB) 16 $18,500 education training or certi cation courses, including trade schools that meet industry-recognized standards. Scholarship awards are speci cally for the pursuit of career- related studies and cannot be used for recreational, hobby or cultural interests. e award amount is $250 to $500 with no more than $500 being awarded per property address.
Designed for distribution over a ve-year period (April 15, 2011 to April 16, 2016), any funds held at the end of this ve- year period will be used to create a new scholarship fund for non-traditional students in Calhoun County to return to school. e fund will remain with the Community Foundation of Northeast Alabama and promoted along with other scholarship o erings held by the organization.
rough September 30, 2014, 527 awards have been made totaling $470,115 to 60 schools in 15 states including one award to the University of Oxford in England.
e majority of those receiving this scholarship are graduating high school students attending college for the rst time. Fourteen awards have assisted individuals desiring to obtain their teacher certi cation through the National Board for Professional Teaching Standards. Twelve students furthered their education by taking classes at theology schools throughout the United States.
Milestone 2011
e Foundation was selected by the U.S. District Court to steward a legal settlement in the Evans Litigation lawsuit, becoming responsible for distributing the settlement to property owners in the form of higher education scholarships. Contributions to the Fund total approximately $963,000.00.
16 | Collaborations - Growing New Partnerships Inspiring Philanthropy
e April 27, 2011, tornadoes brought a new challenge for the Community Foundation. e challenge was that of raising funds to help our neighboring counties rebuild their homes and lives. Our immediate funding resources were designated for Calhoun County and Foundation trustees desired to provide nancial assistance to the other three counties a ected in our region.
In the weeks following the storms, the Foundation Eula Tatman, Vice President of was introduced to e Programs says, “After two years Patterson Foundation of rebuilding, we have learned that (TPF), a private foundation assisting with long-term recovery is in Sarasota, Florida. is an undertaking that does not happen new friendship was the beginning of an enormous overnight. And, the partnerships and partnership opportunity relationships you form stay with you. which introduced the They position you for future disaster Community Foundation to response.” new strategies in building philanthropy throughout our region. e opportunity came in the form of a challenge grant which Children living in the Williams community collected started as $100,000 and ended at $250,000. In the end, $500,000 was raised rubble le behind from the storms to make pieces of art to sell. Proceeds from the sale were donated to to rebuild homes and lives. roughout the region, donors became energized recovery e orts. and almost everyone got involved to meet this challenge. Support came in the form of corporate funding, individual donors, special concerts, theatre performances, and many other events. rough e Patterson Foundation’s innovative way of inspiring collaborative philanthropy for the greatest impact, we were encouraged to go above and beyond our usual strategies.
During these recovery e orts the Community Foundation worked closely with the Calhoun County Long-Term Recovery Committee and e Upper Sand Mountain Parish in DeKalb County to distribute matching funds from TPF. CFNEA was selected by the Cherokee County Long-Term Recovery Committee to be their scal agent to administer $50,000 in Governor’s Emergency Relief Funds.
“We are grateful to a caring community who pulled together to rebuild lives. As a community foundation, part of our job is to be a convener and an advocate to help those within our service community,” said Jennifer S. Maddox, President & CEO of the Foundation.
is exercise prepared us for future disasters. CFNEA has established a Disaster Relief Fund with remaining funds so we are ready to help our neighbors the next time.
Milestone 2011
James W. Swi , Board Chair, 2011 – 2012 A Tornado Recovery Fund was created to assist in the rebuilding of homes and lives following the April tornadoes. rough partnerships within the community and a challenge grant from e Patterson Foundation of Sarasota, Florida, $500,000 was raised to assist the four counties a ected.
| 17 Donor Gifts Support Community Needs
In an e ort to help alleviate the shortage of nurses in Calhoun County, the Community Foundation established e Nightingale Award in 2001, with a pool of scholarship awards totaling $295,000. ese awards were funded through the Stringfellow Health Fund continuing the eighty-year healthcare legacy of Susie Parker Stringfellow. e Nightingale Award was a $20,000 merit scholarship designated for a deserving student pursuing a bachelor’s degree in nursing at any institution of higher learning within the United States.
Heather Nicole Lehnherr of Oxford was the rst recipient of the Nightingale Award. In 2001, Heather says, “As a registered nurse my goal is to do everything in my ability to care for the patients that come under my care.”
Nightingale Awards - previous recipients
Christy Hampton (2002) Ohatchee High School
“I chose the profession of nursing so I could be the one helping people in their time of need. I want to make a di erence.”
Samantha Smith Gilchrist John Lindsey 2003 2004
Stephanie Hughes Ti any Stansell Jessica Wilson Kayla Headrick 2005 2006 2007 2008 Milestone 2012
Anne S. Carruth, Board Chair 2012 – 2013 e Community Foundation served as a convener to discuss rural housing opportunities in Alabama. is event was in partnership with the Housing Assistance Council, Alabama Giving, Federation of Appalachian Housing Enterprises, Inc., the United Way of Etowah County, the United Way of East Central Alabama, and the Cherokee County Family Resource Center. Event sponsors were the Mary Reynolds Babcock Foundation and the Jessie Ball DuPont Fund. is event successfully connected the people who wanted to help improve and increase a ordable rural housing and generated new ideas to address the need.
18 | Bringing Excellence to the Not-for-Profit Community
We believe that one of the best ways to improve our community is by encouraging and strengthening not-for-pro t organizations in our region. A er attending Standards for Excellence® training in 2012 hosted by the Alabama Association of Nonpro ts and being very impressed, Jennifer S. Maddox, in partnership with Executive Director of the United Way of East Central Alabama, Curtis Simpson, decided to collaborate and host the training in Calhoun County.
Until recently only two not-for-pro t organizations in Alabama Front Row l to r: Valerie Shannon, Big Brothers Big Sisters; Curtis had achieved accreditation from the Standards of Excellence® Simpson, United Way of East Central Alabama; Kate Scarbrough, Intern, Columbia University; Jennifer S. Maddox, Community Institute of Maryland. Following the training in Anniston several Foundation of Northeast Alabama; Maggie Burn Owens, YMCA. organizations decided to commit to the application process to Back Row l to r: Heather Lamey, Piedmont Benevolence Center; the Institute. In addition, an intern was provided by the City of Kay Tolbert, Children’s Services; Martha Vandervoort, Interfaith Anniston to work with the organizations one-on-one to guide Ministries; Wonder Osbourne, Public Education Foundation of them through the application process. Eight Calhoun County Anniston; Rose Munford, Cheaha Creative Arts; Jerry Adkins, YMCA Anniston; Angela Beichley, Cheaha Creative Arts; Audrey Noel & organizations received accreditation status in 2014. is was Maudine Holloway, Community Enabler Developer. truly an historic day.
“The training to achieve Standards for Excellence® accreditation enabled us to review policies and procedures which were often overlooked, outdated or ineffective. By examining all aspects of our organization’s structure and operation, we were able to update, adjust and approve plans and practices to improve and protect our organization, its leadership and stakeholders,” says Maggie Burn-Owens with the YMCA of Calhoun County.
is accreditation illustrates their commitment to upholding the principles and practices of the Standards for Excellence® Ethics and Accountability Code for the Nonpro t Sector. is seal of accreditation provides each agency with a reputable housekeeping stamp of approval. Recognized for Excellence, this accreditation denotes to donors, stakeholders and the agency’s constituents that the practices of the agency meet the highest standards. e seal of excellence has been proven to increase the agency’s donor retention, annual contributions and internal capacity. e Community Foundation of Northeast Alabama and United Way of East Central Alabama have provided funding incentives to accredited agencies to strengthen their capacity and sustainability and reward them for their hard work and dedication.
Congratulations! Big Brothers Big Sisters of Northeast Alabama Cheaha Creative Arts Children’s Services Community Enabler Developer Interfaith Ministries Piedmont Benevolence Center YMCA of Calhoun County Public Education Foundation of Anniston is the rst public education fund in the U.S. to receive accreditation status. Milestone 2012
e Community Foundation and its partners hosted Standards for Excellence® training for not-for-pro t organizations in Calhoun County. e rst program of its kind in the United States, the Standards for Excellence® program is a national initiative that promotes the highest standards of ethics and accountability in nonpro t governance, management, and operations, and facilitates adherence to those standards by all nonpro ts.
| 19 Legacy Spotlight Kryders
Longtime minister of the First Presbyterian Church of Anniston and his wife, Dr. William Howard and Jessie Aiken Hodges Kryder, leave a generous legacy of $1.5 million in support of the many organizations special to them. e Kryders chose the Community Foundation to steward their legacy which will make annual distributions to the following organizations: (Le ) First Presbyterian Church of Anniston. (Right) Longtime minister of the First First Presbyterian Church of Anniston; Agnes Presbyterian Church of Anniston and his wife, Dr. William Howard and Jessie Scott College; Columbia eological Seminary; Aiken Hodges Kryder. Presbyterian College; and, Union eological Seminary.
2013 Stringfellow Health Grant Spotlight
Educator Lea Huddleston says, “ e week before we nished Body Quest Classes, one of my little third graders told me thank you for teaching him to eat healthier. He proudly announced that he had lost about ve pounds since we started Body Quest because he now eats more vegetables and fewer ‘Trans Fat Cat’ foods.” Trans Fat Cat is a character in Body Quest who represents junk foods. rough the nutrition program the students are taught to eat these foods as treats rather than as common snacks.
is comment is so special because the young man who shared it su ered a stroke when he was a baby. His muscles are weaker than most normal third graders and he wears braces on his legs most of the time for extra support. He was just a bit heavier than he should have been and that added extra strain to his muscles. Now that he is eating Educating third grade students at Piedmont and Wellborn Elementary School healthier and exercising more (like the Body Quest (175 students each week for 17 weeks) Class taught him) he feels better and is telling others about his new healthy habits!
Students love the quick work out called the Body Quest Warrior Workout. Students do silly things that get them moving. eir favorite! A walk through the jungle where they pretend to wade through quicksand, run from a tiger, and even cross a rope bridge!
Milestone 2012
Longtime minister of the First Presbyterian Church of Anniston and his wife, Dr. William Howard and Jessie Aiken Hodges Kryder, leave a generous legacy of $1.5 million in support of organizations important to them.
20 | List of Funds Established By Year
Year 1 Year Established General Operating Fund 10/1/1999 Susie Parker Stringfellow Health Fund 10/1/1999 Joseph and Amelia Saks Scholarship Fund 10/15/1999 Jerry and Judy Klug Advised Fund 12/20/1999 Juliette P. Doster Scholarship Fund 1/21/2000 Public Library of Anniston and Calhoun County Endowment Fund 1/25/2000 E.D. King Family Fund 2/15/2000 Cleve Holloway Memorial Scholarship Fund 4/19/2000 Longleaf Fund 5/18/2000 Oleta B. Spearman Endowment Fund, a sub-endowment supporting the Public Library of Anniston and Calhoun County 6/23/2000 East Central Alabama United Cerebral Palsy Endowment Fund 6/28/2000 Anniston Museum Endowment Corporation Fund 9/8/2000 Year 2 First Presbyterian Church of Anniston Endowment Fund 10/17/2000 Susan Artemis Spector Wisminiti and Connor Jacob Wisminiti Memorial Fund 1/9/2001 Hank Turpin Endowment Fund 2/6/2001 Gerald Powell Scholarship Fund 2/27/2001 Calhoun/Cleburne Mental Health Endowment Fund 4/25/2001 Kiwanis Club of Anniston Charitable Fund 5/2/2001 Kiwanis Club of Anniston Endowment Fund 5/2/2001 Nathan Jackson Sparks Memorial Scholarship Fund 7/20/2001 e Carla and Cleophus omas Jr. Family Fund 9/6/2001 Year 3 Mrs. Stanton B. Ingram Charitable Fund 12/14/2001 Jean L. Phillips Auburn University Scholarship Fund 12/26/2001 Robert and Mary Ann Couch Charitable Fund 12/28/2001 Community Foundation Endowment Fund 9/22/2002 Year 4 Melanie and Todd Edmondson Memorial Scholarship Fund 10/1/2002 Sacred Heart of Jesus Catholic School Endowment Fund 10/15/2002 Mark Douglas Sawyer Memorial Scholarship Fund 12/11/2002 George & Louise Ritch Designated Endowment Fund 1/29/2003 Animal Shelter Endowment Fund 3/18/2003 Karan Lee Evans Memorial Fund 4/11/2003 Sister Maria Luther Charitable Fund 5/30/2003 H.T. and Terrell Stanford Scholarship Fund 7/23/2003 Leslie and Mary Ella Scales Scholarship Fund 7/23/2003 Year 5 First Presbyterian Church Ray eld Fund 10/7/2003 E. C. Lloyd & J.C.U. Johnson Family Fund 12/5/2003 Health Scholarship Fund 12/16/2003 Granger Latta Scholarship Fund 12/16/2003 Lewis, Monteel, & Jerry Savage Memorial Scholarship Fund 12/16/2003 Ryan Davis Scholarship Fund 12/16/2003
| 21 Year 5 continued... McAbee Salmon Scholarship Fund 12/16/2003 Ophelia Rankin Memorial Scholarship Fund 12/16/2003 Weldon (Pinkie) Roberts Scholarship Fund 12/16/2003 Vera & Morgan Stewart Memorial Scholarship Fund 12/16/2003 Dr. W.H. Kimbrough Memorial Scholarship Fund 12/16/2003 Piedmont Education Trust General Fund 12/16/2003 Leola Roberts Memorial Scholarship Fund 12/16/2003 Walter ompson Memorial Scholarship Fund 12/16/2003 Dr. John R. Kirkpatrick Scholarship Fund 12/16/2003 Frank Watson Memorial Scholarship Fund 12/16/2003 Larry & Jane Gowens Scholarship Fund 12/16/2003 Harry M. & Edel Y. Ayers Scholarship Fund 1/13/2004 Joy Kathryn Courtney Endowment Fund Bene ting 2nd Chance, Inc. 1/22/2004 Rainbow Omega Endowment Fund 3/18/2004 Faith Christian School Endowment Fund 9/3/2004 Year 6 YMCA of Calhoun County Endowment Fund 12/16/2004 Kathryn Ann (Kate) Malatino Memorial Scholarship Fund 3/15/2005 Dr. Clarence W. & Mrs. Juanita Harris Jairrels Scholarship Fund 4/7/2005 Guin-Stanford Scholarship Fund 5/16/2005 Kiwanis Club of Anniston Sunrisers Endowment Fund 6/14/2005 Mary Katherine “Katy” Williamson Scholarship Fund 6/14/2005 Dr. & Mrs. James W. Mullis, Jr. Charitable Fund 6/14/2005 Knox Concert Series Endowment Fund 8/10/2005 Dr. and Mrs. Arthur F. Toole, III, Charitable Fund 8/19/2005 S. David Boozer Charitable Fund 8/23/2005 Year 7 Mack and Rebecca Burt Advised Fund 12/22/2005 Bill Wake eld Charitable Fund 12/28/2005 L.R. & Jean Marrow Jordan Charitable Fund 12/29/2005 Jacksonville City Schools Education Trust Endowment Fund 1/19/2006 Calhoun County 4-H Club/Alabama Tree Trust Endowment Fund 2/9/2006 Year 8 Margaret E. Tucker Designated Fund 12/4/2006 Dr. Gerald G. Woodru Honorary Fund 12/10/2006 Boy Scout Troop #247 Endowment Fund 12/20/2006 Hon. & Mrs. J. Foy Guin, Jr. Charitable Fund 3/21/2007 Whitney Laine Gallahar Memorial Scholarship Fund 6/11/2007 Mary Charles Cassidy Charitable Fund 8/9/2007 Year 9 George & Louise Ritch Endowment Fund 10/8/2007 Farley Moody Galbraith Scholarship Fund 10/22/2007 Gene Inglis Music Scholarship Fund 11/12/2007 Charles W. Babcock, III Memorial Fund 12/26/2007 Joyce Parker and Linda Parker Charitable Fund 12/29/2007 Good Choices Fund 3/19/2008 Foothills Community Partnership Charitable Fund 4/8/2008 Anniston High School Scholarship Fund 6/5/2008 Daniel Davenport Memorial Scholarship Fund 7/30/2008
22 | Year 10 Vansant Family Scholarship Fund 12/16/2008 Miranda P. Givens Memorial Scholarship Fund 1/5/2009 Erin G. Givens Memorial Scholarship Fund 1/8/2009 Year 11 Florence Law Memorial Scholarship Fund 10/12/2009 Samuel and Ruby Turner Memorial Scholarship Fund 10/28/2009 Leamon (Lea) Fite, Jr. Memorial Fund 10/29/2009 PHS Class of 1968 Scholarship Fund 11/5/2009 Cherokee County Historical Museum Endowment Fund 2/24/2010 William eodore Law Scholarship Fund 4/8/2010 Anniston Museum Endowment Corporation Fund Longleaf Botanical Garden Endowment Fund 6/18/2010 Patti Jensen Memorial Fund 6/29/2010 Greg and Cheryl Potts Charitable Fund 8/4/2010 Year 12 Alumni Association of Alabama State University Anniston/Calhoun Chapter (ASU Alumni) Scholarship Fund 11/10/2010 Dr. Martha Merrill Scholarship Fund 1/27/2011 Piedmont Lions Club Scholarship Fund 3/22/2011 Evans Litigation Scholarship Fund 4/12/2011 Anna Satcher Scholarship Support Fund 8/15/2011 Year 13 Paws Forever Fund 12/20/2011 Anne S. Carruth Donor Advised Fund 2/29/2012 Interfaith Ministries of Calhoun County Fund 5/15/2012 Golden Springs Baptist Church Fund 6/27/2012 e Centennial Memorial Fund 7/23/2012 Oxford City Schools Education Foundation Fund 7/27/2012 Year 14 Northeast Alabama Baby Café Fund 11/29/2012 Jessie & Bill Kryder Fund for Union Presbyterian Seminary 12/19/2012 Jessie & Bill Kryder Fund for Presbyterian College 12/19/2012 Jessie & Bill Kryder Fund for First Presbyterian Church 12/19/2012 Jessie & Bill Kryder Fund for Agnes Scott College 12/19/2012 Jessie & Bill Kryder Fund for Columbia eological Seminary 12/19/2012 Meagan McCain Memorial Scholarship Fund 3/19/2013 John Andrew Nolen Charitable Fund 7/2/2013 Bertha H. Trammell Fund 7/13/2013 E. C. Lloyd & J.C.U. Johnson Scholarship Fund 7/24/2013 Calhoun County Juvenile Drug Court Fund 8/14/2013 City of Anniston Competitive Fund 8/22/2013 City of Anniston Fund 8/22/2013
FUNDS BY TYPE NUMBER OF FUNDS Donor Advised 19 Charitable Gi Annuity 3 Designated 43 Field of Interest 9 Agency-Institutional 52 Scholarship 23 Unrestricted 3 TOTAL 152
| 23 Year 15 Disaster Response Fund 9/27/2013 Freedom Riders Park Endowed Fund 10/25/2013 Freedom Riders Park Non-Endowed Fund 10/25/2013 Anniston Police Outreach Fund 3/5/2014 Shane Donaldson Scholarship Fund 4/24/2014 eresa Kisor Educational Scholarship Fund 4/25/2014 Christian Cantrell Scholarship Fund 4/29/2014 Harper Scholarship Fund 4/30/2014 omas C. Turner Memorial Fund 5/19/2014 General Operating Reserve Fund 9/11/2014
Historical Grants October 1, 1999 – September 30, 2014
Fund Total Grants Amount Awarded Number of Funds Contributing Donor Advised 887 $ 1,300,583 20 Designated 160 1,797,537 40 Field of Interest 979 6,928,658 9 Institutional 279 907,912 42 Scholarship 748 884,610 24 Unrestricted 22 116,737 2
Total 3,075 $11,936,037 137
Not-for-Profit Organizations Supported by CFNEA Since Inception 2nd Chance Alliance Defending Freedom ABC Enforcement Division ALS Association Alabama Chapter ASAP Agency for Substance Abuse Prevention Greater Birmingham Friends Chapter of AMBUCS Agnes Scott College Amelia Center Alabama Deptartment of Rehabilitation Services American Cancer Society Alabama Association of Nonpro ts American Family Institute Alabama Baptist Children’s Homes and Family Ministries American Red Cross Calhoun-Cleburne Chapter Alabama Child Caring Foundation American Red Cross-Regional Oce Alabama Episcopal Diocese Cursillo Black sh Strategies Alabama Head Injury Foundation e Animal Shelter Alabama Holocaust Foundation Anniston City Schools Board of Education Alabama Kiwanis Foundation Anniston First United Methodist Church Alabama Lifespan Respite Resource Network Anniston High School Alabama Partnership for Children Anniston Housing Authority Alabama Policy Institute Anniston Morning Rotary Alabama Public Television Anniston Museum Endowment Corporation Alabama School of Fine Arts Anniston Museum of Natural History Alabama School Readiness Alliance Anniston Music Alliance Alabama Symphony Orchestra Anniston Noon Rotary Foundation Alabama Youth Home Anniston Parks & Recreation Department All Saints Interfaith Center of Concern Anniston Police Department 24 | Anniston Rotary Club Foundation Community Against Pollution Anniston Runners Club Community Enabler Developer, Inc. Anniston Soup Bowl Concern for Children, Inc. Ashland First UMC Constantine Elementary School Auburn University Foundation Coosa Riverkeepers Azalea City Church of Christ Coosa Valley Youth Services Baby Cafe USA Coral Ridge Ministries e Baylor School Couch Lecture Series Fund Berman Museum of World History e Crossnore School Big Brothers Big Sisters of Calhoun County e Darlington School Big Oak Ranch Dave Roever Evangelistic Ministries Birmingham Boston Terrier Rescue e David C. Driskell Center at the University Birmingham Museum of Art Davidson College Blessings in a Backpack Calhoun County Daybreak Crisis Recovery Center Boy Scout Troop #247 DeKalb County Children’s Advocacy Center Boy Scouts of America - Choccolocco District DeKalb County Schools Boy Scouts of America-Greater Alabama Council Donoho School Boys & Girls Club of East Central Alabama Eagle Forum of Alabama Burleson Church of Christ East Alabama Emergency Medical Services Community Actors’ Studio eatre, Inc. East Alabama Regional Planning Commission Calhoun Baptist Association East Central Alabama United Cerebral Palsy Calhoun Cleburne Children’s Center, Inc. Emmet O’Neal Library Calhoun County Board of Education Empty Stocking Fund Calhoun County Commission e Episcopal Church of St. Michael and All Angels Calhoun County Community Development Corporation Episcopal Diocese of Alabama Calhoun County Extension Episcopal Relief and Development Calhoun County Head Injury Association Etowah Free Clinic Calhoun County Health Council Faith Christian School Calhoun County Juvenile Probation Oce Family Links Calhoun County Public Health Department Family Research Council Calhoun-Cleburne Mental Health Board Family Services Center Calvary Baptist Church First Baptist Church of Williams Camp McDowell Scholarship Fund First Presbyterian Church of Anniston Campus Crusade for Christ First Presbyterian Church of Talladega Career Tech Initiative First United Methodist Church Carey Baptist Association Focus on the Family Cartersville Middle School Foundation for Moral Law Cheaha Creative Arts Alabama Land Trust Cherokee County Family Resource Center Cottaquilla Council Girl Scouts Cherokee County Long Term Recovery Committee Glen Addie Community Church Cherokee Humane Society Grace Episcopal Church Preschool Friends Child Fund International Grantmakers in Health Children’s Harbor Greater Birmingham Chapter of AMBUCS Children’s Policy Council Habitat for Humanity of Calhoun County Children’s Rehab Service Health Services Center, Inc. Children’s Services, Inc. Hobson City Public Library Church of the Cross Holy Comforter Episcopal Day School Church of the Good Shepherd e Housing Enterprise of Central AL Circle of Champions - Triumphant Schools Hunter Street Baptist Church City of Anniston Community Development Depart Impact Alabama City of Jacksonville Independent Reading/Counseling Services Cleburne County Health Dept. Indian Springs School Cobb Elementary School Interfaith Ministries, Inc. - Meals on Wheels College of Charleston Halsey Institute of Contemporary Art Interfaith Ministries, Inc. Community Action Agency Jacksonville Christian Outreach Center | 25 Jacksonville Community Chest Reach Out and Read Alabama Jacksonville Education Trust Red Cross National Headquarters Jacksonville Meals On Wheels Northeast Alabama Regional Medical Center Jacksonville State University Wellness-Anniston Regional Medical Center Memorial Foundation Jacksonville-Piedmont Community Chest Retired Senior Volunteer Program Joyce Meyer Ministries S. Richardson Hill Society Jacksonville State University 3E Association S.A.V.E., Inc. Jacksonville State University College of Nursing Sacred Heart of Jesus Catholic Church Jacksonville State University Foundation Sacred Heart of Jesus Catholic School Jacksonville State University eatre for Young People Saks Elementary School Juvenile Court of Calhoun County e Salvation Army Kent Mattox Ministries e Salvation Army of Greater Birmingham e Kid One Transport Salvation Army Women’s Auxiliary Knox Concert Series, Inc. Sam Ginn College of Engineering Columbia eological Seminary Sarrell Regional Dental Center for Public Health Presbyterian College Sav-A-Life Union Presbyterian Seminary SIFAT, Inc. Lakeshore Foundation Sight Savers of Alabama League for Animal Welfare, Inc. Sirius Education e Learning Tree Southern Shih Tzu Rescue, Inc. Liberty Counsel Southside Church of Christ Life Issues Institute St. Francis Xavier Catholic School Logan Martin Tennis Association St. Michael’s Clinic Longleaf Botanical Garden St. Michael and All Angels Episcopal Church March of Dimes Alabama Chapter Standards for Excellence Institute McWane Center Steel Magnolias Breast Cancer Support Group Muscular Dystrophy Association Research Sylacauga Alliance for Family Enhancement Morrison Volunteer Fire Department Tenth Street Elementary School Muscular Dystrophy Association e Arc of Calhoun & Cleburne Counties NAMI (Jacksonville Chapter) e Right Place for Housing and Support e Navigators UAB Division of Otolaryngology NonPro t Resource Center of Alabama United Cerebral Palsy of Greater Birmingham Northeast Alabama Community Development Corporation United Cerebral Palsy of Huntsville and Tennessee Valley Northern Indiana Community Foundation Union eological Seminary Opportunity Center United Way of Central Alabama, Inc. Options for Hope United Way of East Central Alabama Oxford City Board of Education United Way of Etowah County Parker Memorial Baptist Church University Church of Christ Piedmont Benevolence Center Upper Sand Mountain Parrish Piedmont Board of Education Vision 2020 Piedmont City Schools Webster’s Chapel Volunteer Fire Department Piedmont Education Trust Wellborn Elementary School Piedmont Health Care Authority Wellborn Elementary PTO Piedmont Rescue Squad Wellness Education Foundation Plainview High School West Anniston Community Development Corporation Presbyterian Home for Children West Anniston Foundation Preschool Friends White Plains Pursuit of Excellence Prince of Peace Catholic Church Word Alive International Outreach Public A airs Research Council of Alabama WTBJ Truth Radio Public Education Foundation of Anniston WVOK-FM and WOXR-AM Radio Public Library of Anniston and Calhoun County YMCA of Calhoun County Quality of Life Health Services, Inc. YMCA of Sarasota, Florida Rainbow Omega, Inc. Randolph County Health Department
26 | Grant Spotlight City of Anniston
e City of Anniston Competitive Fund was established in August of 2013 to award grants to not-for-pro t organizations providing services in Anniston. rough 9/30/2014 the fund has awarded $513,000 in grants to the following organizations: 2nd Chance, Inc. Family Services Center American Red Cross Calhoun Cleburne Chapter Independent Reading/Counseling Services Big Brothers Big Sisters of Northeast Alabama Interfaith Ministries, Inc. Boys & Girls Club of East Central Alabama Knox Concert Series, Inc. Calhoun Cleburne Children’s Center, Inc. Public Education Foundation of Anniston Calhoun County Commission RSVP Cheaha Creative Arts S.A.V.E., Inc. Children’s Services, Inc. e Arc of Calhoun & Cleburne Counties Community Actors’ Studio eatre, Inc. e Salvation Army Community Enabler Developer, Inc. West Anniston Foundation East Central Alabama United Cerebral Palsy
Knox Concert Series Along with a grant from the City of Anniston Competitive Fund, support from the Anniston City School Board, and a private gi to Knox Concert Series, the stage at the Anniston Performing Arts Center has been improved and made safer, stronger and more serviceable for all users of the venue.
West Anniston Foundation WE CAN! Program (to enhance children’s activity and nutrition).
e WE CAN! Program is a partnership with Bilingual Kids, Alabama Cooperative Extension Systems, and West Anniston Foundation. e WE CAN! Program provides a wonderful, well-rounded variety of healthy activities including diet and exercise which has proven to be e ective in our community. Each week parents and children come together to learn, bond, and have fun! One single father of 5 joined the program as a way to spend some quality time with his 7-and 8-year old sons in a wholesome environment. He stated at the last session that he now reads food labels and thinks about health facts before he prepares meals. e boys look forward to “exercising with Daddy” every week and they actually like and eat more vegetables than before they started the program!
“ is grant has not only met expectations and exceeded the goals of providing health education and increasing physical activity to aid in the ght against childhood obesity and related diseases, but the added success of this process has strengthened family bonding. Parents report that conversation about food and exercise take place at home and a sense of accountability is being “accidentally” established. Stronger homes lead to stronger communities! We Can!” – exclaims Kay Beard, Executive Director Milestone 2013-2014 Tommie J. Goggans, III, Board Chair, 2013 – 2014 CFNEA conducted a three-day Standards for Excellence® Training for area not-for-pro ts. Hosted a Social Media Workshop for area organizations. Celebrated the 100th Anniversary of Community Foundations with a brunch at Classic on Noble. Completed the Foundation Integrated Management System (FIMS) so ware conversion for fund, accounting and donor management.
| 27 S.A.V.E. (Saving Animals through Volunteer Efforts) A grant of $3,500 enabled S.A.V.E. to directly assist Anniston residents with low cost spay/neuter for their pets. A total of 90 animals of either family pets or strays within the city of Anniston were either spayed or neutered using grant funding. is directly impacts and reduces the number of unwanted pets that would result if these animals were not spayed/neutered, thus saving tax-payer dollars in animal control, and providing increased quality of life for the pets, the owners, and the community by reducing the number of unwanted animals.
“I just wanted to say thank you again for helping us get Izz xed back in January. You were so helpful. She is such a good dog and we don’t know what we would have done without you. You truly were a blessing!” is e-mail was received a er this person rescued a stray dog that had been neglected and abandoned. is family was willing and able to take one dog, but stated they could not take her if there was any possibility that she would present them with puppies.
CAST (Community Actors Studio Theatre) Howard Johnson with CAST shares, “ is grant allowed CAST to cover most of the rent and security expenses associated with production of three shows at the McClellan Auditorium and two shows at the Foothills eater between December 1, 2013 and September 30, 2014. Production of these shows is the primary vehicle used by CAST to accomplish its mission to engage, entertain and educate all members of the community in the theatrical arts. Over 4,000 people attended the performances and more than 150 actors, stage management and technical personnel were involved in staging the performances. An additional cadre of volunteers served in the box oce, concessions and as ushers. Dozens of newcomers were welcomed to the stage and to other volunteer roles during the season. is was a strong indication that CAST was succeeding in achieving its mission to o er all citizens in the community the opportunity to be Entertained, Educated and Engaged in the theatrical arts.”
Playgrounds Bring Communities Together
rough the years the Foundation has funded the renovation of one school playground and the building of two new playgrounds in various parts of the community. Grants from the Stringfellow Health Fund have made this possible.
Zinn Park Downtown Anniston Wellborn Elementary School Hobson City, May 2013 November 2011 2006
28 | Throughout the year we received many generous gifts in memory of the following individuals. Gifts have been made to funds that were meaningful to either the one being remembered or the donor. October 1, 2013 – September 30, 2014
Betty Kisor Kenneth Kirkpatrick Vern Larson Betty Stewart Kristine J. Watson Wanda Dean Billy Bostic Larry Cobb Warren Sarrell, M.D. Bob and Cynthia Gabrielli Lillian Martin Williams Whitney Laine Gallahar Bob Arnold Linda Coley William H. McDonald Bob Payne Lula Naugher William W. Watson Bonnie Williams Madison Celestin Carol Ann Watson Malcom Joiner Margaret Acker The following individuals have Connor Jacob Wisminiti Martha Daniels been honored with gifts to Craig Coogler Martha Ellen McArthur Johnson Curtis Pope funds that are meaningful to Marty Lockridge Delores Murray the honoree or the donor. Mary Edna Naugher Donna Bass Maxine Simmons Charles and Collie Dickinson Earl Baker, DVM Meagan McCain Charles Turner Eddie Die Melanie and Todd Edmondson Charlotte and Buddy Mullis Eddie Warren Melanie Warren Lusk Dave and Deborah Vogelgesang Ellon Webb Melvin J. Malkove Donna McCain Emily Rose Cassidy Mildred Wright Wilson Dr. John R. Kirkpatrick Eva Simmons Erin Givens Miranda Givens Eugenia Brannon H. Wayne Long, DVM and Sta Nathan Jackson Sparks Jack & Brenda Spears Fallen Anniston Police Ocers Neal Ballard Forrest Ray John and Susan Williamson Neil Anderson Mary Ann Harris Frances Wilson Norma Long Harris Piedmont High School Class of 1954 Gladys Purnell Norman Anderson Sarah Ballard Hank Turpin Paul Daniels Shane Denham Harlan Lumsden Pearlie B. Freeman Shane Donaldson Harold E. Washington Jr. Peggy Kirk Steve and Deborah Wade Helen (Joannie) Keultjes Pete Roberts Henry Alexander Phil Baker Our pets hold a special place Henry Gilliland Ray V. Hartwell, III in our hearts. Gifts have been Herman Bradford Snead Sr. Rebecca Greer received to various funds in Idelma Lee Robert Rollins memory of the following pets: James Francis Lyons Rozelle Burt Lentjes James W. LeCroy Ryan Davis Sally, beloved dog of Dr. Penny West Jan Hodges Sam Goss Ramon, beloved pet of Ron and Eula Jeremy Owen Sam L. Stewart Sr. Tatman Jim Williams Sandra Falkenberry Joanne Pritchett Seth Maddox John Blue Sr. Shirley Tatman Joseph Howard West Susan Artemis Spector Wisminiti Joyce C. Webb omas Farmer Joyce Stephens omas Rhodes Katy Williamson Troy Womack
| 29 Board of Trustees
Tommie J. Goggans, III Cheryl Potts Newman R. (Rod) Dr. Martha Lavender Chairman of the Board Vice Chairman Nowlin, Jr. Secretary Treasurer
Matthew Y. Akin Gloria Bennett Anne S. Carruth Dr. Terry Graham Tom Potts
Manju Purohit Al Shumaker Honorable Brenda S. Jack Swi Stedham
Trustees 1999 Standing l to r: L. R. “Rush” Jordan; Bill Hagler; Kent Keys, M.D.; Keener Hudson; H. M. “Mack” Burt, Jr.; Chip Howell, Jr.;. Seated l to r: Dr. Brenda Roberts, Ph.D., R.N.; Terry Childers, J.D.; Juliette P. Doster Janice T. Hudson; Jo Trustee Emeritus Propst
30 | e Community Foundation is governed by a 13-member volunteer Board of Trustees. ese dedicated individuals are appointed to a three-year term and together provide stewardship for the Foundation and its charitable activities by establishing policy, setting priorities, governing e ectively, and making nal grant decisions. Our board represents the areas of community, education, healthcare, nance, business and industry, and volunteers.
Governance Committee Nominating Committee ANNE S. CARRUTH, CHAIR CHERYL POTTS, CHAIR Tommie J. Goggans III, Chairman of the Board Anne S. Carruth Cheryl Potts, Vice Chairman Tommie J. Goggans, III Newman R. (Rod) Nowlin Jr., Treasurer Dr. Martha Lavender, Secretary Grants Committee Jack Swi , At Large Member HONORABLE BRENDA S. STEDHAM, CHAIR Tom Potts, At Large Member Dr. Terry Graham Manju Purohit Finance & Investment Committee Other Non-Board Members NEWMAN R. (ROD) NOWLIN JR., CHAIR Matt Akin Scholarship Review Committee Tommie J. Goggans III JACK SWIFT, CHAIR Dr. Martha Lavender Gloria Bennett Dr. Terry Graham Al Shumaker Anna Berry (Non-Board Member) Other Non-Board Members
Audit Committee Juliette P. Doster Award Committee MATT AKIN, CHAIR ANNE S. CARRUTH, CHAIR Tom Potts Gloria Bennett Honorable Brenda S. Stedham Manju Purohit Al Shumaker Anne Jackson (Non-Board Member) Juliette Doster (Non-Board Member)
Joseph B. Freeman, C.P.A.
2002 trustees at work
L to R: In 2005 Jo Rhea Ford, R.N. and Anne Jackson Foundation board members welcome 2013 trustees: are recognized for their L to R: 2005 Finance Committee members:Terry Childers, Standing L to R: Newman R. (Rod) Nowlin Jr.; Tom contributions as trustees. Here J.D; Forrest French; D. Wesley Smith, M.D.; Joseph B. Potts; Seated, Dr. Martha Lavender pictured with D. Wesley Smith, Freeman, C.P.A. M.D. and Terry Childers, J.D.
| 31 Trustee leadership through the years 1999-2000 Keener Hudson Anne Jackson Maj. General (Ret.) Gerald Watson Bill Hagler Robert Smith Brenda Roberts, Ph.D, R.N. Terry Childers, J.D. D. Wesley Smith, M.D. Warren Sarrell, M.D. H. M. “Mack” Burt 2003-2004 Hoyt W. “Chip” Howell Anne Jackson Janice T. Hudson Arthur F. Toole, III, M.D. Jo Propst Betty Hill Jackson Jo Rhea Ford, R.N. Forrest French Keener Hudson James Daniels, M.D. Kent Keys, M.D. James Mullis Jr., M.D. L.R. “Rush” Jordan Janice T. Hudson Margaret Davenport, D.O. Jo Rhea Ford, R.N. Terry Childers, J.D. Joseph B. Freeman, C.P.A Warren Sarrell, M.D. Maj. General (Ret.) Gerald Watson 2000-2001 Robert Smith Terry Childers, J.D. Anne Jackson D. Wesley Smith, M.D. 2004-2005 Forrest French Arthur F. Toole, III, M.D. Janice T. Hudson Betty Hill Jackson Jo Propst D. Wesley Smith, M.D. Jo Rhea Ford, R.N. Esta Spector Joseph B. Freeman, C.P.A Forrest French Margaret Davenport, D.O. James Daniel, M.D. Terry Childers, J.D. James Mullis Jr., M.D. Warren Sarrell, M.D. Janice T. Hudson Joseph B. Freeman, CPA 2001-2002 Leon Garrett Anne Jackson Maj. General (Ret.) Gerald Watson D. Wesley Smith, M.D. Martha Vandervoort Forrest French Robert Smith H. M. “Mack” Burt Jr. Vikki Floyd J. Keener Hudson Terry Childers, J.D. Janice T. Hudson Jo Rhea Ford, R.N. 2005-2006 Joseph B. Freeman, C.P.A Arthur F. Toole, III, M.D. Margaret Davenport, D.O. Betty Hill Jackson Terry Childers, J.D. Cheryl Potts Warren Sarrell, M.D. Esta Spector Forrest French 2002-2003 Glenda Barker Anne Jackson Jack Swi Betty Hill Jackson James Mullis Jr., M.D. Forrest French Leon Garrett Joseph B. Freeman, C.P.A Maj. General (Ret.) Gerald Watson James Daniels, M.D. Steven Folks Janice T. Hudson Vikki Floyd Jo Rhea Ford, R.N. Terry Childers, J.D.
32 | 2006-2007 Esta Spector Arthur F. Toole, III, M.D. Glenda Barker Betty Hill Jackson Jack Swi Cheryl Potts James Mullis Jr., M.D. Esta Spector Judy Gould Gerald Watson Judy London Jack Swi Lewis Doggett, M.D. James Mullis Jr., M.D. Steven Folks Joseph B. Freeman Susan Gibbins Leon Garrett 2010-2011 Martha Vandervoort Anne S. Carruth Robie Grana Anthony Cook Steven Folks Arthur F. Toole, III, M.D. Terry Childers, J.D. Honorable Brenda S. Stedham Vikki Floyd Cheryl Potts 2007-2008 Esta Spector Anne S. Carruth Judy Gould Arthur F. Toole, III, M.D. Judy London Cheryl Potts Leon Garrett Ed Fowler Lewis Doggett, M.D. Esta Spector Steven Folks Glenda Barker Susan Gibbins Jack Swi Tommie J. Goggans, III James Mullis Jr., M.D. 2011-2012 Judy Gould Anne S. Carruth Judy London Anthony Cook Leon Garrett Honorable Brenda S. Stedham Lewis Doggett, M.D. Cheryl Potts Steven Folks Esta Spector Susan Gibbins Jack Swi 2008-2009 James S. Nolen Anne S. Carruth Judy Gould Arthur F. Toole, III, M.D. Judy London Cheryl Potts Lewis Doggett, M.D. Ed Fowler Matt Akin Esta Spector Steven Folks Glenda Barker Susan Gibbins Jack Swi Tommie J. Goggans, III James Mullis Jr., M.D. 2012-2013 Judy Gould Anne S. Carruth Judy London Honorable Brenda S. Stedham Leon Garrett Cheryl Potts Lewis Doggett, M.D. Jack Swi Steven Folks James S. Nolen Susan Gibbins Lewis Doggett, M.D. 2009-2010 Dr. Martha Lavender Anne S. Carruth Matt Akin Anthony Cook Newman R. (Rod) Nowlin Jr. Arthur F. Toole, III, M.D. Susan Gibbins Cheryl Potts omas S. Potts Ed Fowler Tommie J. Goggans III
| 33 Statement of Financial Position September 30, 2014 and 2013 ASSETS
2014 2013 Current Assets Cash and cash equivalents $ 271,594 $ 539,756 Investments $ 32,601,969 $ 30,164,729 Total Current Assets $ 32,873,563 $ 30,704,485
Property and Equipment, Net $ 3,574,398 $ 3,540,863
Other Assets Prepaid expenses $ 3,880 $ 3,586 Life insurance -‐ cash value $ 29,168 $ 13,599 Collectibles and jewelry $ 62,440 $ 62,440 Other real estate $ 164,000 $ 164,000 Total Other Assets $ 259,488 $ 243,625 TOTAL ASSETS $ 36,707,449 $ 34,488,973
LIABILITIES AND NET ASSETS
2014 2013 Current Liabilities Accounts payable $ 9,763 $ 3,083 Accrued compensated absences $ 62,147 $ 44,453 Payable to other organizations $ 1,872,769 $ 1,938,106 Charitable gift annuity liability $ 128,391 $ 134,870 Grants Payable $ 103,500 $ -‐ Retained life estate liability $ 34,560 $ 34,560 Other accrued liabilities $ -‐ $ 6,747 Total Current Liabilities $ 2,211,130 $ 2,161,819
Net Assets Unrestricted $ 1,393,282 $ 798,408 Temporarily restricted $ 18,776,001 $ 17,268,649 Permanently restricted $ 14,327,036 $ 14,260,097 Total Net Assets $ 34,496,319 $ 32,327,154 TOTAL LIABILITIES AND NET ASSETS $ 36,707,449 $ 34,488,973
34 | Asset Growth Over Time
Year 1 - end 2000 $18,885,499
Year 2 - end 2001 $16,506,819
Year 3 - end 2002 $15,141,405
Year 4 - end 2003 $17,080,075
Year 5 - end 2004 $18,727,362
Year 6 - end 2005 $20,782,705
Year 7 - end 2006 $21,812,237
Year 8 - end 2007 $23,997,143
Year 9 - end 2008 $20,458,237
Year 10 - end 2009 $19,960,328
Year 11 - end 2010 $24,611,679
Year 12 - end 2011 $24,247,086
Year 13 - end 2012 $29,569,699
Year 14 - end 2013 $34,488,973
Year 15 - end 2014 $36,707,449
Investment Compliance Fiscal Year Performance National Standards for U.S. Community Foundations were designated Oct. 1 – Sept. 30 to demonstrate transparency and nancial responsibility. In addition, Rate of Return they also guide governing boards to adopt sound policies and practices (net of fees) and help build the capacity of community foundations to carry out their 2000 11.9% missions. e Community Foundation of Northeast Alabama received compliance in 2006 and re-compliance in 2011. 2001 -13.3% 2002 -7.6% 2003 16.9% Transparency 2004 9.1% 2005 9.3% e current Annual Report, IRS Form 990, and public information items such as an annual audit report, fees charged, spending policy, 2006 7.3% and investment manager information for the Community Foundation of Northeast Alabama are available to all interested individuals. ese 2007 13.2% documents are located on our website or may be requested in writing 2008 -16.5% by contacting the Community Foundation of Northeast Alabama, P. O. Box 1826, Anniston, Alabama, 36202 or call 256-231-5160, ext. 29. 2009 -2.2% 2010 7.2% 2011 -4.8% Disclaimer 2012 21.7% Every human e ort has been made to ensure the information contained in this report is accurate. If we have omitted any individual 2013 16.3% or contribution or signi cant event we deeply apologize. Please let us 2014 9.7% know so we can improve our records.
| 35 CFNEA Historical Timeline
January 28, 1999 Stringfellow Health Trust Board of Trustees, by formal resolution, approved the establishment of a community foundation as an expansion of the charitable purposes of the Stringfellow Health Trust and named it the Calhoun County Community Foundation (CCCF), thereby renaming the private foundation.
October 1, 1999 INCEPTION DATE. With the approval of the Circuit Court of Calhoun County, the Office of the Attorney General and the IRS (60 month waiting period ended), the Stringfellow Health Trust transferred and irrevocably assigned its assets (just over $14 million) to the CCCF. The Stringfellow Health Trust assets are transferred to the Stringfellow Health Fund, a component fund of the CCCF, maintaining its health and medical care objectives.
1999 A Smoking Cessation Program was offered free of charge through a grant of $120,000.00 from the Stringfellow Health Fund of the Community Foundation. The grant was for three years. January 2000 Foundation conducts first annual meeting.
2000 The Prescription Drug Taskforce develops an Internet platform with a $65,000 grant, which expands statewide and generate more than $136 million annually in free prescription drugs directly from pharmaceutical companies.
2002 The Dental Care Taskforce with $450,000 in grant and community funding plans, renovates, equips and staffs the Calhoun County Dental Center providing preventative and restorative care for 2,800 low-income children.
2002 In May of 2002, Ralph Albert Butler made the first contribution to the United Cerebral Fund at the Community Foundation.
2003 The Piedmont Education Trust adds sixteen scholarship funds in excess of $250,000 at the Community Foundation for the benefit of Piedmont High School graduates. 2004 The Council on Foundations recognizes the Community Foundation of Calhoun County in the first tier of foundations to achieve full compliance with the National Standards among 750 U. S. Community Foundations.
August 3, 2004 Board changes name from Calhoun County Community Foundation (CCCF) to Community Foundation of Calhoun County (CFCC) 2005 The Early Education Taskforce convenes a long-term collaborative commitment to complete the objectives of the Blueprint for School Readiness to work toward quality early learning programs for area children.
2005 The estate of Mr. and Mrs. Andrew J. Saks adds $1 million to their permanent scholarship fund benefiting graduates of Saks High School.
2006 The Community Foundation holds five regional listening sessions based on the Public Affairs Research Council of Alabama (PARCA) Community Counts Quality of Life Indicators to establish a seven-year strategic vision.
2007 The Career Tech Taskforce with $300,000 in grant and community funding equips, expands course offerings and sustains business and industry accreditation for the Career and Technical Education Curriculum at Anniston High School.
2008 The Foothills Community Partnership Endowment Fund established with a $500,000 corporate gift becomes the 100th charitable fund established with the Community Foundation
36 | September 9, 2008 Circuit Court Order authorizes Trustees to lease property (including 40 year lease w/HMA).
October 1, 2008 CCCF & HMA terminate the 30 year management agreement and enter into a new 40 year management agreement. Agreement will expire 9/30/2048.
January 2009 Board changes name from Community Foundation of Calhoun County (CFCC) to Community Foundation of Northeast Alabama (CFNEA) and expands geographic service area to include 8 more counties: Cherokee, Clay, Cleburne, DeKalb, Etowah, Randolph, St. Clair and Talladega, in addition to Calhoun. 2010 The Foundation receives a gift of $2.7 million from the Ritch Family to establish a fund to support the work of Rainbow Omega, a residential community that cares for adults with developmental disabilities in northeast Alabama. The YMCA received a matching grant to restore an aging facility to better meet the needs of the community. The Foundation celebrated with Habitat for Humanity on the completion of its 136th home, making it the third home to be built by the Foundation.
April 16, 2011 CFNEA was selected by the U.S. District Court to steward a $1,000,000 legal settlement in the Evan’s Litigation lawsuit, becoming responsible for distributing the settlement to property owners in the form of higher education scholarships in Calhoun County.
2011 A Tornado Recovery Fund was created to assist in the rebuilding of homes and lives following the April tornadoes. Through partnerships within the community and a challenge grant from The Patterson Foundation of Sarasota, Florida, $500,000 was raised to assist the four counties affected.
October 14, 2011 CFNEA recertifies in compliance with National Standards for Community Foundations.
2012 CFNEA approved for Sales Tax Exemption.
February 24, 2012 CFNEA served as the convener to discuss rural housing opportunities in Alabama. This event was in partnership with the Housing Assistance Council, Alabama Giving, Federation of Appalachian Housing Enterprises, Inc., the United Way of Etowah County, the United Way of East Central Alabama and the Cherokee County Family Resource Center. Event sponsors were the Mary Reynolds Babcock Foundation and the Jessie Ball DuPont Fund. This event in Gadsden successfully connected the people who wanted to help with the people who needed assistance with housing and generated new ideas to address this need.
August 22 & 23, 2012 CFNEA hosts Standards for Excellence training for area not-for-profit organizations.
December 19, 2012 Longtime minister of the First Presbyterian Church of Anniston and wife, Dr. William Howard and Jessie Aiken Hodges Kryder, leave a generous legacy of $1.5 million. The Kryders chose the Community Foundation to steward their legacy which will make annual distributions to the following organizations: First Presbyterian Church of Anniston; Agnes Scott College; Columbia Theological Seminary; Presbyterian College; and, Union Theological Seminary.
September 1, 2013 CFNEA begins managing grant process for City of Anniston
January 15 & 17, 2014 CFNEA hosts Standards for Excellence training for area not-for-profit organizations
March 13, 2014 CFNEA hosts Social Media Workshop for not-for-profit organizations at the Department of Human Resources in Anniston, Alabama. May 10, 2014 CFNEA hosts 100th Anniversary of Community Foundations Brunch at Classic on Noble
July 1, 2014 Foundation Integrated Management System (FIMS) software conversion for fund, accounting and donor management completed indiciajfOL.pdf 12/31/09 10:45:49 AM
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1130 Quintard Avenue, Suite 100 Anniston, AL 36201 256-231-5160, extension 29
Staff
Jennifer S. Maddox Eula Tatman Susan M. Williamson Susan Waldron Debbie P edderer Tikesha Cosper Donta Council President & CEO Vice President Vice President of Director of Trustee Director of Accounting Administrative Standards for of Programs Advancement & & Donor Relations and Finance Assistant Excellence Communications Coordinator
Learn more about how our donors are making a di erence. View this report online: www.yourcommunity rst.org/publications/annualreport/2014