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 Asa Jenrette Chesapeake Tree Service, Inc. P. Ward Robinett, Jr. Charles and Kay Creasy Dandrea, LLC $1,000-$4,999 Portsmouth Service League Courtne Flynn DBA JPF Trucking Anonymous Incorporated Darly William E. Saunders Early, Jr. Big Woody’s Bar & Grill Siebert Realty Demetria Flynn Elizabeth River Project Carl L. Hardee Timothy S. Culpepper Elijah Sharp Hackworth Cavalier Ford Lincoln W.F. Magann Corporation Elouis or Beverly Watford James & Joan Spore Elizabeth Manor Golf and Country First Watch at River Pt. Owners Assn R. Stephen Best, Sr. Club $10,000-$24,999 #0546 Reginald & Holly Duckett First Team Honda Caliper, Inc. Haywood Robinson Senior Golfers of Virginia First Team Toyota Charles Barker Champions for Joel Rubin Stihl Harrison’s Moving & Storage Co., Charity Inc. Joel R. Wagner United Way of South Hampton Inc. Don & Susan Comer Kroger Stores Roads I.C. Norcom High School Herbert K. and Carolyn Bangel Lillian Wells Virginia W. Kinsey Joshua & Sandra Canada Monarch Bank Linda W. Long W. Carroll and Gloria Creecy Oil Equipment Sales and Services Thomas E. Wood Martha Collins Co., Inc. Michael Steverson $500-$999 The Carlson Family Foundation $25,000-$49,999 Morris Newsome Ashton Lewis, Jr. Virginia Oncology Associates William H. Oast, III Ruby Phillips Benjamin D. Hendrick Russel Lee Clark Nexsen Foundation $5,000-$9,999 $50,000-$99,999 Stephen Korving Elsie (Sis) and Monroe Nash Fund AHP Development, LLC Chesapeake Sports Club Tenisha M. Norvell Emily Robbins Anonymous Darryl and Tiffany Tapp Timothy D. Lamb Ocean Drywall, Inc. Bon Secours Hampton Roads TowneBank Foundation Otha & Bertha Wright Foundation $100-$499 Richard E.H. Wentz ESG Enterprises Inc. $100,000+ Alan and Beverly Frieden Sean Calway Georgia T. Flournoy Unitrust #3 AAPI of Hampton Roads, Inc. Bridget Brown Vanasse Hangen Brustlin, Inc. Harvey Lindsay, Jr. Estate of Paul Ward Robinett, Sr. Carolyn Bernard Velverlee Brown Parrish Hassel & Folkes, P.C. Jacquie B. McCready Deans Marital CATO WWHS Class of ‘66 Hillier Ignite Foundation Trust

This year, 31 deserving C.H. JORDAN Hope Irwin Austin Pendergrass Mike Moreland students are the SCHOLARSHIP LaMecca Robertson Dominique Tucker HUMANITARIAN recipients of $64,911 Cara Anderson Lonnell Wiggins, Jr. INTL. FED. OF PROF. ROTARY MEMORIAL in scholarships, thanks Stephanie Ashby SharMae Grant & TECH. ENGINEERS SCHOLARSHIP to the Southeast Brianna Booker DWIGHT & DOROTHY LOCAL #1 RALPH Virginia Community Temeyah Brown Joshua Bush HUMPHREY MEMORIAL MCELFRESH MEMORIAL Foundation. Pamela Gary SCHOLARSHIP SCHOLARSHIP TYRONE HINES Marcus Hudson SCHOLARSHIP ARMED FORCES Kyle Robbins Brittney Banks Paiten Fish SCHOLARSHIP JARROD B. SHIVERS Kurtis Brinker Letitia Tabron EASTERN AMATEUR Dalton Reese MEMORIAL Evan Amos-Washington GOLF SCHOLARSHIP WILLIAM “BILL” SCHOLARSHIP CLARE, JR. MEMORIAL BARBARA HOWARD Bria Williams Jordan Hill Lane Seward SCHOLARSHIP OTR MEMORIAL Jordan Thornton C.S. SHERWOOD Jordan Minggia SCHOLARSHIP SCHOLARSHIP JOSEF D. COLLINS GEORGE F. BOGDAN MEMORIAL Allison Yco Jamie Guzman Chloe Hammond SCHOLARSHIP SCHOLARSHIP De-Shauna Downs Adelaide Hinde Jamie Nervil 2016 SCHOLARSHIP RECIPIENCTS

6 REPORT 20 2016 GRANTS PAID BY PROGRAM ANNUAL16 The majority of our annual Portsmouth Schools Foundation Portsmouth Volunteers for the grantmaking is directed by donors to Starbase Victory, Inc. Homeless CREATING the causes they care about. Additional The Children’s Center Project Lifesaver International A FUND grants are made possible through our The Community Outreach Coalition Roc Solid Foundation Inc. Community Needs Fund, which was Tidewater Youth Golf Association, Inc. Schellhammer Urological Research The Southeast Virginia established by philanthropists who University of Virginia Law School Foundation Community Foundation have entrusted the Foundation to Foundation Southeast Virginia Community improves communities by identify and address critical issues and Williams School Foundation connecting people who care community needs. YMCA of Portsmouth VA Teammates for Kids Foundation with causes large and small. The 200+ Men Foundation Based on this mission, the ARTS & CULTURE - $20,033 ENVIRONMENT - $2,175 The Birthday Party Project Foundation’s grantmaking Fort Nelson Chapter DAR Elizabeth River Project The Healing Place of Hampton Roads program builds the capacity Friends of Chevra T’Helim, Inc. The V Foundation of organizations to address Friends of the Portsmouth Public HEALTH & HUMAN SERVICES - TowneBank Great Bridge important issues and thrive. Library, Inc. $356,627* True Freedom, Inc. We welcome applications Portsmouth Community Concerts, Inc. Alzheimer’s Association United Service Organizations, Inc. and proposals from nonprofit Portsmouth Restoration and Education Alzheimer’s Disease and Related VOLUNTEER Hampton Roads organizations and students Corporation Disorders Association Westmoreland Children and Youth throughout southeast Virginia. Suffolk Center for Cultural Arts Beaumont Foundation Association Inc. Foundation Blankets for the Homeless We invite you to visit Virginia Stage Company BSA-Troop 259 RELIGIOUS - $81,750 our website for detailed Capital Community Church Reston Brightmoor Tabernacle information on criteria, CAPITAL - $149,429 Cycle for Survival Churchland Baptist Church guidelines and how to apply for Oasis Social Ministry of Portsmouth Department of the Navy Faith Lutheran Church a grant or scholarship. Detroit Police Athletic League Summit Church CIVIC & ECONOMIC DEVELOPMENT Eastern Virginia Medical School To learn more about our grant - $24,060 Foundation process, please visit: Neighbors Purpose, Inc. Edmarc, Inc. FUNDINGArts AREAS & Culture BY INTEREST www.sevacf.org. Pop Warner Little Scholars, Inc. Emily Green Shores of Portsmouth TOTAL:Capital $792,592 Portsmouth Service League Baptist Association Inc. Civic & Economic Development Arts & Culture Incorporated ForKids, Inc. Educa?on Capital United Way of South Hampton Roads Friends of the Portsmouth Juvenile Environment Civic & Economic Development Windsor Castle Park Foundation Court Inc. Health & Human Services Educa?on Girl Scout Council of the Colonial Coast Religious Environment Scholarships EDUCATION - $93,607 Girls on the Run South Hampton Roads Health & Human Services ACCESS College Foundation Girls with Goals Alliance Religious Alliance Christian Academy Graz’n Acres Therapeutic Riding Center Scholarships Chesapeake Bay Academy Educational Healthy Portsmouth Inc.

Foundation Help & Emergency Response Inc. 8% 3% Chesapeake Bay Foundation Holiday House of Portsmouth, Inc. 10% 19% Chesapeake Sports Club Hope House Foundation Children’s Harbor Loudoun Interfaith Relief Inc. Communities in Schools of Hampton Military Child Education Coalition 8% 3% 3%

Roads National Center for the Prevention of 19% 10% 12% Elizabeth River Project Community Violence Greenbrier North YMCA Portsmouth Area Resources Coalition Inc. 45% Portsmouth Public Schools Portsmouth Self Sufficiency Project >1%0% 3%

* includes operating support 12% 7

45% 0% REPORT 20about THE SOUTHEAST VIRGINIA COMMUNITY FOUNDATION

ANNUAL THE SOUTHEAST VIRGINIA COMMUNITY FOUNDATION is a SEVACF also manages designated endowments on behalf of 16nonprofit community corporation that connects people who care nonprofits through The Match program, providing these groups with causes large and small to benefit the communities we serve. with sustainable, easy funds for whatever their needs may be while Founded in 1965, SEVACF helps donors meet local charitable needs promoting financial stability. in Chesapeake, Portsmouth, and the greater southeast Virginia region by targeting grants and scholarships toward our community’s most Through our scholarship program, SEVACF has helped many local pressing needs and promising opportunities. students pursue their dream of a college education. We have awarded both need-based and merit-based scholarships to the future leaders of SEVACF manages a collection of undesignated charitable funds, grant- our country. making funds, nonprofit endowments, and scholarship funds, created by different donors at different times for varying purposes. Donors SEVACF’s perpetual endowments are a resource for today and may create funds during their lifetime or by bequest, for general tomorrow. With the Southeast Virginia Community Foundation, people charitable purposes or for a particular cause or organization that they who love southeast Virginia can give back to the community they specify. SEVACF provides tailored services to help individuals, families, love to help meet today’s pressing needs, while building a source of businesses, and other groups pursue their charitable goals easily, support for future generations. effectively, and with maximum tax benefit. Believing that community is more than about geographic locale Through our two competitive grant cycles each year, SEVACF supports each of SEVACF’s programs share, by design, common values. Our southeast Virginia’s most exciting and urgent charitable projects. We overriding goal is to develop a vision, shared by all, of building a sense serve as a catalyst, leading collaborative solutions to key community of community for today, tomorrow, and forever. issues as they arise.

2016 FOUNDATION MEMBERSHIPS AND CERTIFICATIONS

The Southeast Virginia Community The Southeast Virginia Community The Southeast Virginia Community Foundation meets national standards for Foundation is an active member of the Foundation is an active member of the operational quality, donor service and Council on Foundations, an association of Southeastern Council of Foundations, one accountability in our sector. This certification more than 2,100 grantmaking organizations of the nation’s largest regional associations assures the utmost transparency, donor and corporations. of grantmakers, serving more than 330 accountability, fundraising, grantmaking and grantmaking foundations and corporations in financial practices. the South.

5800 HIGH STREET WEST | PORTSMOUTH, VA 23703 | OFFICE: 757-397-5424 | FAX: 757-397-7948 WWW.SEVACF.ORG