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2016 Annual Report Connecting People Who Care with Causes Large and Small to Benefit the Communities We Serve

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2016 Annual Report Connecting People Who Care with Causes Large and Small to Benefit the Communities We Serve REPORT 20 ANNUAL16 2016 ANNUAL REPORT CONNECTING PEOPLE WHO CARE WITH CAUSES LARGE AND SMALL TO BENEFIT THE COMMUNITIES WE SERVE. REPORT 20 FROM THE PRESIDENT AND THE CEO ANNUAL16 Dear Friends, SEVACF 2016 BOARD LISTING There’s an old saying, “If you light a lamp for someone else, it will also brighten your path.” Each day at the Southeast Virginia Community Timothy Culpepper, Foundation, we are fortunate to witness first-hand what it means to be inspired President and to pave the way for a positive future that promises opportunity for all. Thomas Wood, Fifty years ago, our founder, Major Frank Kirby, took a bold and Immediate Past President pioneering step by embracing the innovative idea of securing lasting Daniel Grubb, charitable support through endowment and created a foundation for the Vice President community. William H. Oast, III, A half-century later, we remain committed to that vision. We believe Vice President philanthropy is a collaborative effort that requires passion and compassion, courage and commitment, innovation and inclusion to meet needs in our Emily Robbins, Treasurer region. We see how donors of all ages and backgrounds help worthwhile Richard Wentz, Secretary nonprofits make our community a better place. And we see how nonprofits serve as an inspiration to donors and how they work together to inspire others Carolyn Bernard to create a legacy for future generations. Michelle Butler Amy Folkes Within this annual report, we are delighted to share with you the impact Denise Goode some of these individuals and organizations have had on southeast Virginia. Carl Hardee While it’s impossible to tell every story the Southeast Virginia Community Stephen Korving Ashton Lewis, Jr. Foundation enabled through 181 grants and 43 scholarships during 2016, we Scott Matheson hope you will enjoy the few highlighted in the following pages. Patrick Reynolds None of this would be possible without our inspirational donors, some who Susan Robertson David Stockmeier are here today and some long gone, who facilitated their charitable and estate Emil Viola plans through SEVACF. Thanks to them, southeast Virginia benefits from a $12.4-million community foundation that returned a remarkable $1.1-million in grants and scholarships during the past calendar year. We thank all of our SEVACF 2016 donors and ask that others consider how they might, too, work together to STAFF LISTING light a lamp for someone else. R. Stephen Best, Sr., Chief Executive Officer Sincerely yours, Janice Coppa, Director of Finance and Administration Timothy S. Culpepper R. Stephen Best, Sr. Stephanie Calway, President, Board of Directors Chief Executive Officer Administrative Coordinator 2 REPORT 20 FROM THE PRESIDENT AND THE CEO FINANCIAL OVERVIEW ANNUAL16 The Southeast Virginia Community Foundation holds itself to high standards of financial management and transparency, and operates efficiently for the interest of our community. GRANTS BY FUND TYPE FUND ASSETS BY TYPE* >1% Grants By Fund Type Fund Assets By Type Total Grants: $792,592 Total Assets: $12,278,165 Donor Advised: $429,085 Donor Advised: $3,132,326 Designated: $8,563 Designated: $4,745,065 Endowments: $202,188 General Unrestricted: $1,355,894 Field of Interest: $22,845 Field of Interest: $1,768,681 Scholarship: $64,911 Scholarship: $1,266,865 Special Project: $65,000 Special Project (<1%): $9,334 *Pre-Audited Results FINANCIAL HIGHLIGHTS total total total total NET GRANTS OF ALL NUMBER ASSETS AWARDED** CONTRIBUTIONS OF FUNDS $12,278,164 $1,067,558 $1,189,019 80 **Includes Give Local 757 Grants 3 SPOTLIGHT: REPORT CHESAPEAKE20 SCHOOLSANNUAL16 ARE IN “Are you in a green, yellow BY DANNY RUBIN or red zone right now?” That’s the question teachers at Butts Road Primary Lewter estimates that 1,800 children at Butts Road School in Chesapeake have asked their students since Primary have experienced the GreenZone™ program 2010. since it began seven years ago. That’s because his The purpose is to make sure children understand counseling staff, led by Kendra Reisch, incorporates how to act with proper behavior (green zone) and avoid GreenZone™ into lessons on how to model appropriate questionable (yellow) or inappropriate actions (red). behavior. The initiative, called GreenZone™, is a bullying The staff is careful to teach “being kind” rather than prevention and character development program focusing exclusively on “anti-bullying.” created by the National Center for the Prevention “We want to discuss kindness as early as possible of Community Violence. The Southeast Virginia in these children’s lives,” said Lewter. “That way, the Community Foundation provides the grant, and today students go to middle and high school with a clear more than a dozen elementary schools and four middle understanding of how to treat people the right way.” schools participate throughout Chesapeake. As for the students? They love spending time in the Butts Road Primary (grades K-2) served as a pilot “green zone.” program for GreenZone™ starting in 2010, and Second-grader Julie said, “We know to use ‘green’ Principal Tim Lewter believes it has made a significant words with our friends, but if they don’t work we should impact. get a teacher.” “GreenZone™ encourages positive behavior in our Her classmate, Olivia, added: “Green zone teaches children and gives them a foundation for how to act us to be nice.” properly in school and at home,” said Lewter. “As well, it provides our teachers a ‘common language’ so the For Chesapeake educators, Olivia’s words mean the children know the meaning of green, yellow and red in lesson is working. every classroom and grade level.” 4 REPORT 202016 FUNDS BY TYPE ANNUAL16 DONOR/COMMITTEE ADVISED FUNDS • Bernard Griffin, Sr. Memorial • Elizabeth B. Watson Endowment Fund • 3603 County Street, LLC Endowment Fund • Friends of Chevra T’Helim Fund • Bradley Coles Memorial Fund • Chesapeake Sports Club/TBF/SEVACF • USO of Hampton Rds and Central VA • Cherry Family Donor Fund Designated Endowment Fund Restricted Endowment Fund • Child & Family Fund of Patrick & Karen • Collins Project Fund • Special Project Funds Callahan • E.B. Watson/TBF/SEVACF Designated • Cycle for Survival VB • Creecy Family Advised Fund Endowment Fund • Concert for Cancer Project Fund • Dick & Dona Wood Fund • EDMARC Hospice for Children • Don, Susan, and Kathleen Comer Endowment Fund UNRESTRICTED FUNDS Advised Fund • Elizabeth River Project/TBF/SEVACF • Community Needs Fund • Dr. C. Dick Park Advised Fund Designated Endowment Fund • Eustis Family Fund • Earl Industries Charitable Fund • First Citizen Designated Fund • Jacquie B. McCready Deans Fund • Fleming Family Advised Fund • Fort Nelson Chapter of the NSDAR Fund • Griffin Family Advised Fund • Foskey-VanDyck Memorial Fund SCHOLARSHIP FUNDS • Herbert K. & Carolyn K. Bangel Advised • John & Barbara Hill Fund • Armed Forces Scholarship Fund Fund • Lee & Helen Gifford Fund • Barbara Howard OTR Memorial • Neal & Jean Davis Advised Fund • Lynn B. Dutton Designated Fund Scholarship Fund • Oast Family Donor Advised Fund • Medical Transport Assistance Fund • C.H. Jordan Memorial Scholarship Fund • Paul & Carolyn Gottlieb Advised Fund • Neal & Jean Davis Family Fund • C.S. Sherwood Scholarship Fund • Paul K & Shirley K Robinett Advised • PIT Foundation Designated Fund • Dwight & Dorothy Humphrey Fund • Portsmouth Cedar Grove Cemetery Fund Scholarship Fund • Portsmouth Sheriff’s Community Fund • Portsmouth Service League Fund • Eastern Amateur Golf Scholarship Fund • Randolph Macon Lambda Chi Alpha • Schwetz Library Fund • Foskey-VanDyck Scholarship Fund Fraternity Fund • St. John’s/London House Fund • George F. Bogdan Scholarship Fund • Sims Donor Advised Fund • Tidewater Youth Golf Association Fund • Horace Savage Scholarship Fund • STRIVE – The Tapp Family Foundation • TowneBank/SEVACF Challenge Fund • IFPTE Local #1 McElfresh Scholarship Fund • Trinity/London House Fund Fund • Ward & Bruce Robinett Family Advised • United Way Campaign Fund • Jarrod B. Shivers Memorial Scholarship Fund Fund • Willard & Betty Moody Advised Fund FIELD OF INTEREST FUNDS • Josef D. Collins Memorial Scholarship • William Collins Hill Memorial Fund • Children with Special Needs Fund Fund • Williams Family Donor Advised Fund • Chisholm Fund • Mike Moreland Humanitarian Rotary • Wood Family Advised Fund • Merrimac Kiwanis Legacy Fund Memorial Scholarship Fund • Viola Family Donor Advised Fund • Shuler Family Fund • Tyrone Hines Scholarship Fund • Agency Endowment Funds • William “Bill” Clare, Jr. Memorial DESIGNATED FUNDS • AAPI-HR Foundation Fund Scholarship Fund • AAPI-HR/TBF/SEVACF Designated • Chesapeake Sports Club Endowment • W. Clayton Robertson Memorial Endowment Fund Fund Scholarship Fund • Arthur & Martha Cherry Fund • Elizabeth River Project Endowment Fund The Southeast Virginia Community Foundation exists to serve our donors and make charitable giving more meaningful. When you choose to work with us for your philanthropy, you join a group of dedicated, like-minded individuals, families and businesses united by a passion for making a difference in our community. Every gift, regardless of the amount, is an investment to build stronger healthier communities. We To learn more about the variety of options and how invite you to visit our website for detailed information on each of our giving vehicles and how to start to get started, contact us at 757-397-5424. a fund. 5 REPORT 20 2016 DONOR CONTRIBUTIONS ANNUAL16 GIFTS UNDER $100 Chaintay Family Homes YMCA of Portsmouth VA Medical Foundation of Portsmouth
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