Dear Friends— Wow – what a year 2020 has been! It’s been great! (Although I’m sure some folks might disagree.) The Montgomery County Community Foundation had a very successful year. MCCF increased our Fund Corpus to almost $9,000,000 thanks to our own very generous Henry Brooks and his very thoughtful legacy gift, along with many other kind donors. We provided almost $20,000 in scholarships to deserving students throughout Mont- gomery County. The Foundation awarded grants totaling over $185,000 to local deserving non-profit entities. These charitable organizations spread their reach throughout Montgomery County in various ways, touching so many worthy folks. Do you have a favorite 501(c)3 charitable organization? Encourage it to apply. It could be a recipient of some of these funds as well. We continue to offer our Field of Interest funds. These were created to benefit our donors by allowing a donation in memory of a loved one, or to honor a special friend, or for any 2001 Timberloch Place • Suite 500 “ reason at all. You can donate to these any time for any reason, or create your own. Pick The Woodlands, TX 77380 Legacy is not what I did for myself. the field that touches your heart. And most recently, MCCF distributed over $50,000 to • • • • • • • • • • • • • • • • • • • • the Community Assistance Center and Montgomery County Food Bank for deserving 281.363.8158 • mccfoundation.org It’s what I’m doing for the next generation.” families who were adversely affected by our February snow-mageddon event. [email protected] —Vitor Belfort And that’s while we were in the midst of a worldwide pandemic. The Foundation’s President and CEO, Julie Martineau, redirected our fundraising efforts to a new format for our Annual Shoot Out rather than cancelling the event. Shooters were given the opportunity to safely set their own team’s schedule over a period of several weeks and report their scores back to MCCF. We successfully raised over $40,000 dedicated to pay office administrative costs for the Foundation. And the Shooters had a great time and stayed healthy. Our 2020 Annual Wine Dinner raised over $100,000 to go toward administrative costs just days before the pandemic affected the world. These two fundraisers allow us to continue to pay office administrative costs outside our funds, rather than charging the donor funds for those expenses. Many thanks to those who continue to support the Montgomery County Community 2020 ANNUAL REPORT Foundation – the donors, the participants in the fundraisers, the staff, and the dedicated volunteers. MCCF is looking forward to another successful year in 2021. The world is changing. Let’s be a positive part of the change!

Amanda Trapp CHAIRMAN OF THE BOARD Dear Friends— Wow – what a year 2020 has been! It’s been great! (Although I’m sure some folks might disagree.) The Montgomery County Community Foundation had a very successful year. MCCF increased our Fund Corpus to almost $9,000,000 thanks to our own very generous Henry Brooks and his very thoughtful legacy gift, along with many other kind donors. We provided almost $20,000 in scholarships to deserving students throughout Mont- gomery County. The Foundation awarded grants totaling over $185,000 to local deserving non-profit entities. These charitable organizations spread their reach throughout Montgomery County in various ways, touching so many worthy folks. Do you have a favorite 501(c)3 charitable organization? Encourage it to apply. It could be a recipient of some of these funds as well. We continue to offer our Field of Interest funds. These were created to benefit our donors by allowing a donation in memory of a loved one, or to honor a special friend, or for any 2001 Timberloch Place • Suite 500 “ reason at all. You can donate to these any time for any reason, or create your own. Pick The Woodlands, TX 77380 Legacy is not what I did for myself. the field that touches your heart. And most recently, MCCF distributed over $50,000 to • • • • • • • • • • • • • • • • • • • • the Community Assistance Center and Montgomery County Food Bank for deserving 281.363.8158 • mccfoundation.org It’s what I’m doing for the next generation.” families who were adversely affected by our February snow-mageddon event. [email protected] —Vitor Belfort And that’s while we were in the midst of a worldwide pandemic. The Foundation’s President and CEO, Julie Martineau, redirected our fundraising efforts to a new format for our Annual Shoot Out rather than cancelling the event. Shooters were given the opportunity to safely set their own team’s schedule over a period of several weeks and report their scores back to MCCF. We successfully raised over $40,000 dedicated to pay office administrative costs for the Foundation. And the Shooters had a great time and stayed healthy. Our 2020 Annual Wine Dinner raised over $100,000 to go toward administrative costs just days before the pandemic affected the world. These two fundraisers allow us to continue to pay office administrative costs outside our funds, rather than charging the donor funds for those expenses. Many thanks to those who continue to support the Montgomery County Community 2020 ANNUAL REPORT Foundation – the donors, the participants in the fundraisers, the staff, and the dedicated volunteers. MCCF is looking forward to another successful year in 2021. The world is changing. Let’s be a positive part of the change!

Amanda Trapp CHAIRMAN OF THE BOARD MONTGOMERY COUNTY COMMUNITY FOUNDATION MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Board Of Directors 2020 By The Numbers Giving back is a deep tradition in Montgomery County! OFFICERS DIRECTORS LONG TERM DISASTER RECOVERY FUND TOTAL $ ur county has always stepped up and leaned in to helping each other AMANDA TRAPP, Chair of the Board WYNN DEE BAKER LELAND DUSHKIN, Past President KYLE ROJAS GRANTS REQUESTED FOR 18,200 ENDOWMENTS 55 Trapp Law Firm, PC First Financial Bank – Retired Leland Dushkin, CPA Goldman Sachs IN SCHOLARSHIPS out. The Montgomery County Community Foundation connects your Conroe, Texas The Woodlands, Texas 46 $ AWARDED TO passion with the future, making sure the issue you care about receives The Woodlands, Texas Conroe, Texas 585,693 • NUMBER OF O BRENT WUNDERLICH, Vice Chair DEBBIE BUCKALEW CAMPBELL GREGG HOPE, Past President GEORGE SOWERS, Past President HOUSEHOLDS 5 funding in perpetuity. We make your legacy dreams come true by creating and McKesson Woodforest National Bank – Retired AveriStar Consulting Woodforest National Bank – Retired STUDENTS FOR HELPED managing endowment gifts that support the work of non-profits in and serving DEDICATED The Woodlands, Texas The Woodlands, Texas Montgomery, Texas Conroe, Texas NUMBER OF SCHOLARSHIP THE 2020/21 the residents of Montgomery County both now and into the future. The MCCF BOARD 9 SELECTION COMMITTEES 15 SCHOOL YEAR MELINDA MCGOWAN, Secretary BILL CROWL JASON MANN ERIC THIERGOOD 16 MEMBERS Board of Directors and separate Distribution Committee ensure a high level of Edward Jones Crowl Wealth Management Life & Specialty Ventures Kean Miller WITH stewardship and impact of the funds entrusted to MCCF. Montgomery, Texas 22 Conroe, Texas Conroe, Texas The Woodlands, Texas INDIVIDUALS Montgomery County Community Foundation supports a wide range of CHRIS NORTH, Treasurer CRAIG DOYAL LAURA LEA PALMER TIM WELBES • Tenaris North America – Retired Doyal Associates Greater Conroe EconomicDevelopment Council Howard Hughes • CONROE HIGH SCHOOL philanthropic objectives that make Montgomery County a strong and vibrant MONTGOMERY HIGH SCHOOL GRANTS AWARDED The Woodlands, Texas Montgomery, Texas Conroe, Texas The Woodlands, Texas • community – animal welfare, the arts, historical preservation, health and LONE STAR COLLEGE-MONTGOMERY • wellness, human services, education, long term disaster recovery, public PAST PRESIDENTS • WILLIS HIGH SCHOOL $ DOLLARS SPENT 18 6,850 • safety, civic and cultural activities, and the environment. TO AGENCIES $ HENRY T. BROOKS DON CARTER GREGG HOPE JILL SHARP VAUGHAN 15 39 54,514 Scholarship funds can be established for Montgomery County residents DONNIE BUCKALEW MARY ELLEN CASTILLO GINA A. PRICE JOHN WEBB INSIGHTFUL DISTRIBUTION • LLOYD CARLL LELAND DUSHKIN GEORGE SOWERS COMMITTEE MEMBERS attending post high school educational and technical institutions. • NET OPERATIONS Through conservative investing and prudent stewardship, MCCF provides DISTRIBUTION COMMITTEE $ • DOLLARS RAISED 116,882 individuals with a cost-effective avenue to establish a philanthropic plan. ANNE SUNDQUIST, Chair NELDA BLAIR JJ HOLLIE KIM UDELL A fund can be created with a minimum of $15,000 over a five-year period. Magnolia Economic Development Corporation The Blair Law Firm/ The Woodlands Area Chamber Consolidated Communications • LAUREN ALLEN Humane Society of Montgomery County 2020 Reviewed Financial Statements Each fund may be named in honor of or in memory of someone, and/or BOB MILNER LT. FELICIA WEBB (Income Tax Basis as of December 31, 2020) Tucker Law Firm JUSTUS CORLEY The Woodlands Township MC Sheriff Department dedicated to a specific purpose or non-profit in Montgomery County. Woodforest Commercial Banking REV. RHETT ANSLEY SARAH RHEA JEFF YOUNG STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS STATEMENT OF REVENUES, EXPENSE AND OTHER CHANGES IN NET ASSETS • Endowments can be established through a will, trust, retirement plan, Wildwood United Methodist Church NICK DAVIS Leadership Montgomery County Cynthia Woods Mitchell Pavilion Total Assets : $8,968,074 Liabilities & Net Assets : $8,968,074 Total Revenue: $1,499,861 Total Expenses: $522,708 life insurance policy or other account. Guaranty Bank JENNIFER HISER BAILEY JIM STUBBS Fixed Assets, Net : $2,403 In addition, a non-profit can establish an endowment to be administered Texas Children’s Hospital DR. DE’REESE REID-HART Lone Star College - Kingwood • Contributions: by MCCF. Lone Star College Montgomery $813,179 • Earnings from the endowment are only used to fund grants and scholarships. Cash : Net Assets FOUNDATION INVESTMENT ADVISOR MCCF ACOUNTANT MCCF STAFF Contribution – $822,819 With Donor Restrictions : Administrative costs are underwritten by two annual fund-raising events. grant revenue: $8,232,031 CODY BARTLETT CATHY YOWELL JULIE P. MARTINEAU, President & CEO $22,700 Program Investment Management Services: Bartlett Financial SHERRY DAILEY, Administrative Assistant ( ) Return Net : & General: $272,776 Making plans about your future charitable contributions? Investments : $8,142,352 $502,715 Special Events: $161,267 $205,547 Want to leave a legacy that will support your passion and Planning ahead makes a difference in how you view the legacy you leave. When you give to charity through your will, you enjoy financial concern for the future of our community? Consider and tax benefits while also helping ensure that the work you are most passionate about endures for generations to come. The Montgomery LEGACY County Community Foundation’s Legacy Circle highlights people who have decided to include the Community Foundation in their estate writing MCCF into your will, trust, retirement ( ) planning to benefit a specific cause, organization, or the future of students who are continuing their education after high school. Other Assets : $500 Net Assets CIRCLE Fundraising: $44,385 Members of Montgomery County Community Foundation’s Legacy Circle are: Without Donor : $595,521 plan, or insurance policy as a way to make a Restrictions Eric J. & Carol T. Bauer Don Carter Rick & Roz Dauzat Jeffrey Kass, MD • • • Liabilities lasting gift to our wonderful community. Funds Held as Agency Endowments : $140,522 Contact Julie Martineau at 281-363-8158 for more details. MONTGOMERY COUNTY COMMUNITY FOUNDATION MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Board Of Directors 2020 By The Numbers Giving back is a deep tradition in Montgomery County! OFFICERS DIRECTORS LONG TERM DISASTER RECOVERY FUND TOTAL $ ur county has always stepped up and leaned in to helping each other AMANDA TRAPP, Chair of the Board WYNN DEE BAKER LELAND DUSHKIN, Past President KYLE ROJAS GRANTS REQUESTED FOR 18,200 ENDOWMENTS 55 Trapp Law Firm, PC First Financial Bank – Retired Leland Dushkin, CPA Goldman Sachs IN SCHOLARSHIPS out. The Montgomery County Community Foundation connects your Conroe, Texas The Woodlands, Texas 46 $ AWARDED TO passion with the future, making sure the issue you care about receives The Woodlands, Texas Conroe, Texas 585,693 • NUMBER OF O BRENT WUNDERLICH, Vice Chair DEBBIE BUCKALEW CAMPBELL GREGG HOPE, Past President GEORGE SOWERS, Past President HOUSEHOLDS 5 funding in perpetuity. We make your legacy dreams come true by creating and McKesson Woodforest National Bank – Retired AveriStar Consulting Woodforest National Bank – Retired STUDENTS FOR HELPED managing endowment gifts that support the work of non-profits in and serving DEDICATED The Woodlands, Texas The Woodlands, Texas Montgomery, Texas Conroe, Texas NUMBER OF SCHOLARSHIP THE 2020/21 the residents of Montgomery County both now and into the future. The MCCF BOARD 9 SELECTION COMMITTEES 15 SCHOOL YEAR MELINDA MCGOWAN, Secretary BILL CROWL JASON MANN ERIC THIERGOOD 16 MEMBERS Board of Directors and separate Distribution Committee ensure a high level of Edward Jones Crowl Wealth Management Life & Specialty Ventures Kean Miller WITH stewardship and impact of the funds entrusted to MCCF. Montgomery, Texas 22 Conroe, Texas Conroe, Texas The Woodlands, Texas INDIVIDUALS Montgomery County Community Foundation supports a wide range of CHRIS NORTH, Treasurer CRAIG DOYAL LAURA LEA PALMER TIM WELBES • Tenaris North America – Retired Doyal Associates Greater Conroe EconomicDevelopment Council Howard Hughes • CONROE HIGH SCHOOL philanthropic objectives that make Montgomery County a strong and vibrant MONTGOMERY HIGH SCHOOL GRANTS AWARDED The Woodlands, Texas Montgomery, Texas Conroe, Texas The Woodlands, Texas • community – animal welfare, the arts, historical preservation, health and LONE STAR COLLEGE-MONTGOMERY • wellness, human services, education, long term disaster recovery, public PAST PRESIDENTS • WILLIS HIGH SCHOOL $ DOLLARS SPENT 18 6,850 • safety, civic and cultural activities, and the environment. TO AGENCIES $ HENRY T. BROOKS DON CARTER GREGG HOPE JILL SHARP VAUGHAN 15 39 54,514 Scholarship funds can be established for Montgomery County residents DONNIE BUCKALEW MARY ELLEN CASTILLO GINA A. PRICE JOHN WEBB INSIGHTFUL DISTRIBUTION • LLOYD CARLL LELAND DUSHKIN GEORGE SOWERS COMMITTEE MEMBERS attending post high school educational and technical institutions. • NET OPERATIONS Through conservative investing and prudent stewardship, MCCF provides DISTRIBUTION COMMITTEE $ • DOLLARS RAISED 116,882 individuals with a cost-effective avenue to establish a philanthropic plan. ANNE SUNDQUIST, Chair NELDA BLAIR JJ HOLLIE KIM UDELL A fund can be created with a minimum of $15,000 over a five-year period. Magnolia Economic Development Corporation The Blair Law Firm/ The Woodlands Area Chamber Consolidated Communications • LAUREN ALLEN Humane Society of Montgomery County 2020 Reviewed Financial Statements Each fund may be named in honor of or in memory of someone, and/or BOB MILNER LT. FELICIA WEBB (Income Tax Basis as of December 31, 2020) Tucker Law Firm JUSTUS CORLEY The Woodlands Township MC Sheriff Department dedicated to a specific purpose or non-profit in Montgomery County. Woodforest Commercial Banking REV. RHETT ANSLEY SARAH RHEA JEFF YOUNG STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS STATEMENT OF REVENUES, EXPENSE AND OTHER CHANGES IN NET ASSETS • Endowments can be established through a will, trust, retirement plan, Wildwood United Methodist Church NICK DAVIS Leadership Montgomery County Cynthia Woods Mitchell Pavilion Total Assets : $8,968,074 Liabilities & Net Assets : $8,968,074 Total Revenue: $1,499,861 Total Expenses: $522,708 life insurance policy or other account. Guaranty Bank JENNIFER HISER BAILEY JIM STUBBS Fixed Assets, Net : $2,403 In addition, a non-profit can establish an endowment to be administered Texas Children’s Hospital DR. DE’REESE REID-HART Lone Star College - Kingwood • Contributions: by MCCF. Lone Star College Montgomery $813,179 • Earnings from the endowment are only used to fund grants and scholarships. Cash : Net Assets FOUNDATION INVESTMENT ADVISOR MCCF ACOUNTANT MCCF STAFF Contribution – $822,819 With Donor Restrictions : Administrative costs are underwritten by two annual fund-raising events. grant revenue: $8,232,031 CODY BARTLETT CATHY YOWELL JULIE P. MARTINEAU, President & CEO $22,700 Program Investment Management Services: Bartlett Financial SHERRY DAILEY, Administrative Assistant ( ) Return Net : & General: $272,776 Making plans about your future charitable contributions? Investments : $8,142,352 $502,715 Special Events: $161,267 $205,547 Want to leave a legacy that will support your passion and Planning ahead makes a difference in how you view the legacy you leave. When you give to charity through your will, you enjoy financial concern for the future of our community? Consider and tax benefits while also helping ensure that the work you are most passionate about endures for generations to come. The Montgomery LEGACY County Community Foundation’s Legacy Circle highlights people who have decided to include the Community Foundation in their estate writing MCCF into your will, trust, retirement ( ) planning to benefit a specific cause, organization, or the future of students who are continuing their education after high school. Other Assets : $500 Net Assets CIRCLE Fundraising: $44,385 Members of Montgomery County Community Foundation’s Legacy Circle are: Without Donor : $595,521 plan, or insurance policy as a way to make a Restrictions Eric J. & Carol T. Bauer Don Carter Rick & Roz Dauzat Jeffrey Kass, MD • • • Liabilities lasting gift to our wonderful community. Funds Held as Agency Endowments : $140,522 Contact Julie Martineau at 281-363-8158 for more details. MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Endowment Donors

Ann Anderson Ric and Roxanne Graff The Palms Marina Sid and Frankie Alexander Dr. William Guy Melissa and Tom Parker Margaret and James Austin, Jr Ronald Haddox Norman and Mary Parrish Heather and Richard Avant Patricia Young and Denise Hamilton Charlie Patterson Deborah and Timothy Barnette Lindsey Heath Andrea and Bruce Pennington Morris Bateman Donna R. Henry Julie Perugini Jenny A. Bennett Dr. Suann Hereford Deborah Powell Sandra Black Homer Hersey Dana and Craig Pruitt Nelda Blair Barbera Hickey Leah and Rance Raney Patricia and Richard Bosley Diane Hivnor Denise Rosenfeld Deborah and Kevin Bourbonnais Michelle and Mark Holmes The Rotary Club of Lake Conroe Dan and Kaye Brouse Patricia and Richard Hoster Marsha Rzepczynski Denny and Melanie Buckalew Melissa and Gregg Jackson Patrcia and James Seefeldt Debra Buckalew Campbell Jamie and Roger Jarvis Shell Foundation Caney Creek Football Booster Club Joe and Karen Kasparek George and Amy Sowers Laurie Capra Jeffrey Kass, MD Colleen and Daniel Spearman Donald H. Carter Marlene and Karl Killiam Dyna Spearman Vivian Cline Mary and David Klein William Steen Catherine Edmonds-Coffman Richard and Janie Kobes Lucinda Stevens Amanda and Hugh Connett Karen Krehbiel Gregory Stimatz Cynthia and Robert Crabb Bill and Sharon Leigh Kathleen and David Stover Jane Dalton Paul Lotts Georgianna Syal John Dantche Gina and Randy Malouf Saundra and Gary Syphrett Mabry and Carolyn Dellinger Sheena and Sunil Mani Spencer Teran Mira and Stephan Dessy Jason and Marti Mann Lauren and James Turner TTEE Nancy Dossey Davedda and Chris Marshall Kimberly Udell Leland and Jeri Dushkin Julie Martineau Karen Van Buren David and Camille Edgar Larry and Kristin Mason Dee Vandeventer Richard Ehmann Melinda McGowan Patricia and Christopher Van horn EZ Boat Storage and Valet Launch McKesson, Your Cause Jill, David and Luke Vaughan June Finnerty Valerie McManus Keith Wagner Rick and Chris Forcier Dennis Moore Ruth and Edgar Wahl Sharon Anderson Garin Jennifer and Mark Moran Weisinger Incorporated Cheryl and Michael Garrison Paul Mueller Linda and Thomas Wesling Don and Barbara Gebert Bruce Nelson Ann Wolford Mr. and Mrs. Richard Gillette Jeff Nicklus Customs LLC Ann and Todd Zuspan

Long Term Disaster Recovery Fund Donor Gifts in Memory Greg and Vivi Ann Cole Foundation donors made gifts in memory of the following individuals in 2020 Randy Bartlett Dale Buckalew Crane Nancy Mashburn Gifts in Honor Barbara Bateman Pauline Hailey Carol Wesling Foundation donors made gifts in honor of the following individuals in 2020 Henry Brooks Harvey L. Hivnor Travis Washburn Keaton Bussell Jeanne Getz Jim Wetzel Keaton Bussell Bert Lynch Michaela Wunderlich Susie Brouse Amanda Trapp Cort Martin MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Funds Donor Advised Funds The Dr. Jeffrey Kass, MD Dog Rescue and Animal Welfare Fund ensures services The Rick and Rosalind Dauzat Endowment focuses on grants to support the arts and such as fostering, veterinarian care, transportation and adoption are available to dog culture, education, and human services. Grants from this fund will be available in 2021. rescue groups and those caring for injured, abandoned, or abused animals. The George and Emily Fath Fund for Human Needs provides financial assistance to The Long Term Disaster Recovery Fund helps residents recover from disaster the neediest in Montgomery County. Special consideration is given to people who have in Montgomery County. sudden unexpected needs due to sickness, injury, disability, death in the family, or natural The Montgomery County Adult Literacy Fund furthers adult literacy in Montgomery County. disasters. The spirit of Mathew 25:31-46 will serve as a guide. The Elsie Mae and Edward Everett Taylor Fund was created to provide financial assistance The Annie and Irvin Hoffman Memorial Fund provides grants to nonprofit organizations to the neediest citizens in Montgomery County with a special interest in the elderly. in Montgomery County with a special interest in programs for the elderly and children. The Veterans Fund is designed to support services, programs and initiatives for veterans. The Margaret and Foster Madeley Family Fund provides funding to help create and foster secure environments and programs to enable people to experience their potential to thrive. The Woodlands Medical Center Foundation Fund supports “health care and wellness assistance and education, including shelter and medical or psychological screening, The Dan H. and Martha Foster Madeley Heritage Fund provides grants to nonprofit treatment, or counseling in South Montgomery County/The Woodlands area. Funding agencies for researching, collecting, preserving and sharing the histories of Montgomery for capital improvements for buildings, improvements, furnishings, or equipment and/or County residents. related program expenses.” The Metcalf Family Endowment Fund provides grants to benefit the people of Montgomery The Vernon Randolph Yeakley Animal Welfare Fund offers grants to promote the humane County. treatment of animals through community education and supporting responsible pet/animal The Sowers Family Pre-K Literacy Fund provides funds to spark new and innovative ownership. programs that build literacy of Montgomery County’s pre-kindergarten children. The Vernon Randolph Yeakley Endowment was established through his will to provide The David and Jill Sharp Vaughan Family Fund meets the benevolent needs of Montgomery funding for homeless, hungry and needy people in Montgomery County. County citizens including, but not limited to animal welfare. The Youth/Children Fund offers support for education or enrichment programs, services and initiatives for children and young adults. Field Of Interest Funds The Arts and Culture Fund supports the performing and visual arts and culture Unrestricted Funds in Montgomery County. The Frankie Alexander Benevolent Fund was established by the MCCF Board of Directors The Henry T. Brooks Endowed Memorial Fund to provide financial assistance to honor the Community Foundation’s first executive director as a general benevolent NEW to children up to 18 years of age, to feed the hungry, to aid senior citizens and fund to accept contributions in memory or honor of individuals. help abused women. The Buckalew Fund supports the non-profit community of Montgomery County. The Susie and Jack Brouse Family Fund provides financial assistance to the neediest The Jason and Marti Mann Family Fund provides flexible resources needed to support families in Montgomery County in the spirit of Matthew 25:31-46. innovative responses to address the community’s most pressing needs. The Dale Buckalew Crane Fund financially assists children, youth and the elderly of Montgomery County. Agency & Designated Agency The Disadvantaged People and Vulnerable People of Montgomery County Fund The Alfred & Dollie Anderson Memory Park Maintenance Fund for improvements NEW supports services, programs and initiatives for people in Montgomery County who find to and maintenance of Memory Park, managed by the Rotary Club of Lake Conroe themselves facing distinct disadvantages or are vulnerable due to conditions or situations (Grants to begin by 2024). that may be lifelong or changes that happen in life. The Dave and Jo Ann Bartlow Fund benefiting CASA Child Advocates of Montgomery The Environment Preservation and Sustainability Fund supports the environment County. and ecology initiatives. The Morris Bateman Conroe Noon Lions Club Fund provides financial assistance to the The Fostering Hope for Abused and Neglected Children Fund honors past MCCF Conroe Noon Lions Club Charities Fund to support the eye conservation program. executive director Shannon Kidd; her passion is helping abused and neglected children. The Henry and Billie Brooks Endowment Fund provides funding for food distribution to The Health and Wellness Fund supports physical and mental care needs including nonprofit agencies in Montgomery County through the Montgomery County Food Bank. prevention and education. The Crighton Theatre Fund focuses on “the preservation, maintenance, upkeep and The Dr. Jeffrey Kass, MD Elderly Assistance Fund will support the indigent elderly in need by expansion of the real property and improvements known as the Crighton Theatre located offering nutrition, medical care, medications, transportation assistance and companionship. in Conroe, Montgomery County, Texas.” MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Funds Agency & Designated Agency (continued) The Don and Barbara Gebert Interfaith Endowment provides funding for Interfaith Rotarian Don Carter in memory of his beloved wife Shane Dickerson Carter. Two $1,000 of The Woodlands. scholarships were awarded from this fund in 2020 to Montgomery High School seniors The Memory Park Maintenance Fund provides permanent funding for Memory Park Natalie M. Hasselmeier and Austin Thomas Scott. which is adjacent to the Charles B. Stewart West Branch Library in Montgomery Texas. The Mary Jane Hamilton Memorial Scholarship Fund benefits students from Montgomery The Metcalf Family Endowment – Assistance League of Montgomery County provides County planning to attend Lone Star College-Montgomery. This need-based endowed funds to the Assistance League for identifying and responding to the needs of Montgomery scholarship fund was created in memory of Mary Jane Hamilton by her loving stepmother, County’s citizens to improve their quality of life. Patti Harrison to honor Mary, an HISD elementary school teacher for 17 years. In 2020, four $1,000 scholarships were presented to Caney Creek High School Seniors Karla The Metcalf Family Endowment – Conroe Live supports Conroe Live, an organization Ramos and Veronica Rodriguez, College Park High School senior Kristienne Tenido, established to attract the arts, entertainment and education to revitalize downtown Conroe. and Willis High School senior Hannah Wilson. The Metcalf Family Endowment – First Baptist Church benefits the First Baptist Church, The Hivnor Family Scholarship Fund benefits students of Willis High School participating Conroe benevolent fund to meet benevolent needs in Conroe. in varsity athletics, including cheerleading and drill team. The commitment of the Hivnor The Metcalf Family Endowment – Oscar Johnson, Jr. Community Center provides funds Family emphasizes their strong belief in the importance of higher education. The 2020 to the Center’s volunteer board to support programs at the community center. scholarship for $1,000 was awarded to Willis High School senior Carlos Barcenas. The MCCF Administrative Endowment Fund was established to help provide a permanent The Ruben W. Hope, Jr. Memorial Scholarship was created by the Hope Family and friends source of funding for Foundation expenses so the annual income of our other endowed to honor Ruben’s passion for education and commitment to the people of Montgomery funds can be maximized. County. The second scholarship for $500 in memory of Ruben W. Hope, Jr was awarded in 2020 to Conroe High School Senior Elise Marie Ohnheiser. The Montgomery County Women’s Center Fund was created to further the mission of preventing, protecting against and prevailing over domestic violence and sexual assault. The Cort Martin Memorial Scholarship at Lone Star College-Montgomery was established by combining the Cort Martin Scholarship Fund and the Montgomery College Fund. This The Montgomery ISD Fine Arts Endowment Fund supports fine arts programming need based scholarship is for Conroe ISD seniors planning to attend Lone Star College- in Montgomery ISD schools. Montgomery. It honors the memory of Cort Martin, son of Tim and Deanna Martin, The Michala Wunderlich Memorial Endowment Benefiting Coulson Tough School was who was tragically killed in an accident. A $1,100 scholarship was awarded to Ciah E. created to support the teachers, classrooms and students that first year teacher Michala McCandless, senior from Oak Ridge High School for 2020. so loved. The Buddy Moorhead Memorial Scholarship honors the memory of Conroe High School The Vernon Randolph Yeakley Fund for Montgomery County Women’s Center supports Football Coach Buddy Moorhead. Seniors selected for this award must have participated the mission of MCWC. in football at Conroe High School, have a reasonable chance of success in college, be of good character, and must exemplify the “spirit” of the Conroe Tigers. Christian Pack was the 2020 recipient of this $700 scholarship. Scholarship Program The Alfred (Jimmie) and Joyce Soupart Scholarship is a need-based scholarship for The Henry and Billie Brooks Scholarship at Lone Star College-Montgomery provides students of Conroe High School. The Souparts believe that higher learning is the pathway need-based scholarships to citizens of the United States of America, who are residents to success and have created a legacy of commitment to higher education by providing of Montgomery County and wish to attend Lone Star College-Montgomery. In 2020, needed funding. A scholarship of $3,200 was awarded in 2020 to Conroe High School Marcelo Gasca, previously of Caney Creek High School, qualified once again to receive senior Claudia Garcia. $1,000 with the 3rd semester of potentially 4 consecutive semesters of the Brooks The Sowers Family All Means All Graduating Students Scholarship Fund supports scholarship. Conroe ISD graduating students who have the drive to continue their education after The Keaton “KBuss” Bussell Memorial Scholarship Fund benefits a student high school. At least one ninth grade student who will attend Conroe High School will at Montgomery High School, who along with academic performance demonstrate be awarded this incentive 2024 graduation scholarship in the summer of 2020. leadership, motivation, character, ability, citizenship and potential, in memory of The Texas Osteopathic Rural Initiative (TORI) Fund will fund over 8 consecutive Keaton “KBuss” Bussell. The second scholarship of this fund was $700, and was EW N semesters to Sam Houston State University School of Osteopathic Medicine student(s) awarded to Montgomery High School’s Paige Marie Triplett. who plan to practice rural medicine upon completion of their degree (Scholarships to begin The Shane Dickerson Carter Memorial Scholarship Fund was created to benefit in 2024). Montgomery High School seniors who have demonstrated the Rotary International mission of “Service Above Self”. This endowed scholarship fund was created by For information about how to apply for one of MCCF’s scholarships, please contact your College and Career Counselor at your school. MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Grants Abandoned Animal Rescue—$5,000 to FOB Rasor—$400 to help with rent of expanded space, curriculum purchases and provide veterinary care for cats or dogs toward bathroom renovation in mission for veterans, young and old, suffering or not, to receive ending pet overpopulation that results in the a buddy check every Friday. euthanasia of unwanted cats and dogs. Forever Faithful Ministries—$5,950 to sponsor horse care for the female residents ACCESS Special Needs Program of The in Arrow Ministries Freedom’s Place who receive Equine Therapy. Ark Church—$10,245 to purchase a rotating adult changing table that assists adults participating in the ACCESS Special Needs program to lie down for changing. All Ears! Listening & Language Center— $7,300 to provide Listening and Spoken Language classes for babies and toddlers who are born deaf and their parents. Angel Reach—$10,000 to expand the Angel Reach Counseling program services to Angel Reach kinship families caring for children who have been removed from their homes by CPS. Big Thinkers—$600 for materials for a 6-week summer tutoring program for underserved elementary school children in Montgomery County who are behind in reading and/or math. Assistance League of Montgomery County —$4,800 for new school clothes and literacy under Operation School Bell to help economically disadvantaged youth in all Montgomery County School Districts. Bridgewood Farms—$6,800 for exercise equipment, supplies, and coaching for clients that focuses on exercise, nutrition, food, and how it impacts their health. Community Assistance Center—$1,300 to improve operational efficiency in the CAC Unique Resale Shop and update safety God’s Garage—$1,900 to pick up, evaluate, repair, detail, state inspect and gift vehicles enhancements to CAC facilities. to women in order for them to maintain their independence. Community Christian Legal Aid—$2,000 to Hope’s Bridge Resource Center—$500 to aid in purchase of an enclosed trailer to help purchase Zoom, high-volume stand-alone move donations, to better serve a larger demographic without limitations of capacity scanner, DocuSign, notary license and other or weather restrictions. technology to enhance ability to work with Houston Furniture Bank—$1,974 provide mattresses clients and within the judicial system. to families and children to ensure no child goes without Conroe Noon Lions Club-Charities Fund— essential sleep and rest for growth and learning. $1,400 for eye-sight conservation projects Inspiration Ranch—$5,881 two additional certifications for the underprivileged. for equine specialist to diversify the equine-assisted Conroe Symphony Orchestra —$4,600 mental health program. to partially underwrite the June 26, 2021 Kid’s Meals—$4,600 to provide 4,366 meals a month Patriotic concert. to preschool children in Montgomery County. Coulson Tough PTO—$600 for essential supplies for the classrooms of new teacher. Life Giving Life “The Recovery Project”—$2,042 dedicated Crighton Theatre Foundation— $2,300 for renovations to Crighton Theatre lobby. to helping our community tackle the substance abuse epidemic that has been rapidly affecting individuals, Eagles Nest Ministries of Conroe—$7,200 to pay for room, clothes, food, counseling families, youth and veterans. services, program curriculum, staff wages and bills to house homeless parolees. Meals on Wheels Montgomery County—$10,000 purchase stand-alone refrigerated First Baptist Church of Conroe—$4,800 to distribute to local residents who need container to increase the amount of food ordered, which will allow expanded services assistance with rent, utility and other emergency assistance. for nutritious meals to homebound seniors. MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Grants

Montgomery County Food Bank—$9,600 Oscar Johnson Jr. Community Center Volunteers—$4,800 for after school and summer TOMAGWA Healthcare Ministries—$10,000 provides nutritious groceries to support day camp program support and staff scholarships for higher education. for health care, hope and to restore dignity to the Food for Senior Adult programs as well uninsured, low-income families and individuals New Caney New Horizons—$2,658 improvement and continuation of the New Horizons horti- as food insecure in Montgomery County. in Tri-County region regardless of race, culture program enriching the lives of people with intellectual and developmental disabilities. ethnicity, creed, religion or ability to pay. Montgomery County Women’s Center PTSD Foundation of America—$7,600 Montgomery County Trauma Groups, Suicide —$14,500 for urgent and immediate needs. Prevention Training, and Mental Health Crisis Response to bring hope and healing Tri-County’s Consumer Foundation—$900 offering respite to families living with extremely Montgomery ISD Fine Arts—$2,900 for to combat veterans and their families. programs to enrich the fine arts in Mont- disabled family member who need a break The Rose—$5,000 to provide free or low-cost breast care for underserved or uninsured gomery ISD. from their care. Literacy and GED classes women in Montgomery County. to increase ability to obtain a better job.

Mosaics of Mercy—$4,100 producing and Rotary Club of Lake Conroe Foundation—$2,700 funding for maintenance of and planting in Yes to Youth – Montgomery County Youth marketing the Hope Pieced Together Podcast Memory Park located adjacent to the Charles B. Stewart West Branch Library, in Montgomery. Services—$9,900 to contribute toward the which serves as a hub for hope and resources Society of Samaritans—$8,000 to provide material and financial assistance to low, very security system and IT infrastructure, furniture, providing personal stories, professional low, extremely low income families and the homeless. fire alarm monitoring, initial workforce insight and practical tools empowering expansion for 2 new residential emergency each journey toward mental well being. Special Olympics Texas—$2,000 support of programs for Special Olympics athletes youth shelter facilities in Conroe. (individuals with intellectual disabilities) in The Woodlands and Houston, TX. area.

Montgomery County Community Foundation also awarded $18,200 in college scholarship to fifteen Montgomery County area high school and college students to contiue their post high school education.

For more information about how to apply for a grant, visit MCCF’s grants page at mccfoundation.org. MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Shoot Out 16 GAUGE SPONSORS First Financial Bank HCA Houston Healthcare Lincoln Companies Lone Star College Jason and Marti Mann Sewell Automotive Corporation Stoecker Corporation Spirit of Texas Bank Woodforest Bank 20 GAUGE SPONSORS Allegiance Bank Amegy Bank Buckalew Chevrolet Caldwell Companies Guaranty Bank Huffco Services, Inc George and Amy Sowers The Strong Firm 28 GAUGE SPONSORS Entergy SAVE THE DATE! First National Bank In Memory of Henry Brooks – Bill and Sharon Leigh Lubchem Margaret Adams Madeley ND Salsbury Insurance Agency – State Farm Signarama Stibbs & Co. Woodforest 4-10 GAGE SPONSORS Anonymous Michael and Suzanne Carnes HEB Woodlands Market Howard Hughes Corporation Thursday, August 26 Oscar Johnson Jr Community Center Board Blackwood Gun Club Paragon Insurance CONROE, TX Soules Insurance Brice Sumrall James A. Ullrich, J.D., C.P.A. AUCTION & IN KIND DONOR The Woodlands Market, HEB MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Wine Dinner VINTNER UNDERWRITER Anonymous SOMMELIER SPONSOR First Financial VALET SPONSOR Woodforest National Bank OAK BARREL SPONSORS Jason and Marti Mann George and Amy Sowers BOUQUET SPONSORS Dr. Marshall Guy Norm and Mary Parrish Knighton & Stone BLEND SPONSOR WorkSuites PINOT NOIR TABLE SPONSORS Friends Honoring Henry Brooks MERLOT TABLE SPONSORS Huffco Services, Inc Rick and Roz Dauzat Stibbs & Co. Hydro-Champions RIESLING TABLE SPONSORS The Strong Firm Tommy and Mary Ann Metcalf Brent and Isabel Wunderlich Chris North CHARDONNAY TABLE SPONSOR Kyle Rojas Amegy Bank/Jill and David Vaughan Buckalew Chevrolet Lone Star College AUCTION & IN-KIND SPONSORS Anonymous Amerigo’s Grill A Blooming Idea B-52 Brewery Steven Bolt Jack Edburg The Howard Hughes Corporation Bill and Sharon Leigh Market Street Tommy and Mary Ann Metcalf Mary and Norm Parrish MCCF Board of Directors Bret Strong Total Wine & More MONTGOMERY COUNTY COMMUNITY FOUNDATION MONTGOMERY COUNTY COMMUNITY FOUNDATION 2020 Board Of Directors 2020 By The Numbers Giving back is a deep tradition in Montgomery County! OFFICERS DIRECTORS LONG TERM DISASTER RECOVERY FUND TOTAL $ ur county has always stepped up and leaned in to helping each other AMANDA TRAPP, Chair of the Board WYNN DEE BAKER LELAND DUSHKIN, Past President KYLE ROJAS GRANTS REQUESTED FOR 18,200 ENDOWMENTS 55 Trapp Law Firm, PC First Financial Bank – Retired Leland Dushkin, CPA Goldman Sachs IN SCHOLARSHIPS out. The Montgomery County Community Foundation connects your Conroe, Texas The Woodlands, Texas 46 $ AWARDED TO passion with the future, making sure the issue you care about receives The Woodlands, Texas Conroe, Texas 585,693 • NUMBER OF O BRENT WUNDERLICH, Vice Chair DEBBIE BUCKALEW CAMPBELL GREGG HOPE, Past President GEORGE SOWERS, Past President HOUSEHOLDS 5 funding in perpetuity. We make your legacy dreams come true by creating and McKesson Woodforest National Bank – Retired AveriStar Consulting Woodforest National Bank – Retired STUDENTS FOR HELPED managing endowment gifts that support the work of non-profits in and serving DEDICATED The Woodlands, Texas The Woodlands, Texas Montgomery, Texas Conroe, Texas NUMBER OF SCHOLARSHIP THE 2020/21 the residents of Montgomery County both now and into the future. The MCCF BOARD 9 SELECTION COMMITTEES 15 SCHOOL YEAR MELINDA MCGOWAN, Secretary BILL CROWL JASON MANN ERIC THIERGOOD 16 MEMBERS Board of Directors and separate Distribution Committee ensure a high level of Edward Jones Crowl Wealth Management Life & Specialty Ventures Kean Miller WITH stewardship and impact of the funds entrusted to MCCF. Montgomery, Texas 22 Conroe, Texas Conroe, Texas The Woodlands, Texas INDIVIDUALS Montgomery County Community Foundation supports a wide range of CHRIS NORTH, Treasurer CRAIG DOYAL LAURA LEA PALMER TIM WELBES • Tenaris North America – Retired Doyal Associates Greater Conroe EconomicDevelopment Council Howard Hughes • CONROE HIGH SCHOOL philanthropic objectives that make Montgomery County a strong and vibrant MONTGOMERY HIGH SCHOOL GRANTS AWARDED The Woodlands, Texas Montgomery, Texas Conroe, Texas The Woodlands, Texas • community – animal welfare, the arts, historical preservation, health and LONE STAR COLLEGE-MONTGOMERY • wellness, human services, education, long term disaster recovery, public PAST PRESIDENTS • WILLIS HIGH SCHOOL $ DOLLARS SPENT 18 6,850 • safety, civic and cultural activities, and the environment. TO AGENCIES $ HENRY T. BROOKS DON CARTER GREGG HOPE JILL SHARP VAUGHAN 15 39 54,514 Scholarship funds can be established for Montgomery County residents DONNIE BUCKALEW MARY ELLEN CASTILLO GINA A. PRICE JOHN WEBB INSIGHTFUL DISTRIBUTION • LLOYD CARLL LELAND DUSHKIN GEORGE SOWERS COMMITTEE MEMBERS attending post high school educational and technical institutions. • NET OPERATIONS Through conservative investing and prudent stewardship, MCCF provides DISTRIBUTION COMMITTEE $ • DOLLARS RAISED 116,882 individuals with a cost-effective avenue to establish a philanthropic plan. ANNE SUNDQUIST, Chair NELDA BLAIR JJ HOLLIE KIM UDELL A fund can be created with a minimum of $15,000 over a five-year period. Magnolia Economic Development Corporation The Blair Law Firm/ The Woodlands Area Chamber Consolidated Communications • LAUREN ALLEN Humane Society of Montgomery County 2020 Reviewed Financial Statements Each fund may be named in honor of or in memory of someone, and/or BOB MILNER LT. FELICIA WEBB (Income Tax Basis as of December 31, 2020) Tucker Law Firm JUSTUS CORLEY The Woodlands Township MC Sheriff Department dedicated to a specific purpose or non-profit in Montgomery County. Woodforest Commercial Banking REV. RHETT ANSLEY SARAH RHEA JEFF YOUNG STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS STATEMENT OF REVENUES, EXPENSE AND OTHER CHANGES IN NET ASSETS • Endowments can be established through a will, trust, retirement plan, Wildwood United Methodist Church NICK DAVIS Leadership Montgomery County Cynthia Woods Mitchell Pavilion Total Assets : $8,968,074 Liabilities & Net Assets : $8,968,074 Total Revenue: $1,499,861 Total Expenses: $522,708 life insurance policy or other account. Guaranty Bank JENNIFER HISER BAILEY JIM STUBBS Fixed Assets, Net : $2,403 In addition, a non-profit can establish an endowment to be administered Texas Children’s Hospital DR. DE’REESE REID-HART Lone Star College - Kingwood • Contributions: by MCCF. Lone Star College Montgomery $813,179 • Earnings from the endowment are only used to fund grants and scholarships. Cash : Net Assets FOUNDATION INVESTMENT ADVISOR MCCF ACOUNTANT MCCF STAFF Contribution – $822,819 With Donor Restrictions : Administrative costs are underwritten by two annual fund-raising events. grant revenue: $8,232,031 CODY BARTLETT CATHY YOWELL JULIE P. MARTINEAU, President & CEO $22,700 Program Investment Management Services: Bartlett Financial SHERRY DAILEY, Administrative Assistant ( ) Return Net : & General: $272,776 Making plans about your future charitable contributions? Investments : $8,142,352 $502,715 Special Events: $161,267 $205,547 Want to leave a legacy that will support your passion and Planning ahead makes a difference in how you view the legacy you leave. When you give to charity through your will, you enjoy financial concern for the future of our community? Consider and tax benefits while also helping ensure that the work you are most passionate about endures for generations to come. The Montgomery LEGACY County Community Foundation’s Legacy Circle highlights people who have decided to include the Community Foundation in their estate writing MCCF into your will, trust, retirement ( ) planning to benefit a specific cause, organization, or the future of students who are continuing their education after high school. Other Assets : $500 Net Assets CIRCLE Fundraising: $44,385 Members of Montgomery County Community Foundation’s Legacy Circle are: Without Donor : $595,521 plan, or insurance policy as a way to make a Restrictions Eric J. & Carol T. Bauer Don Carter Rick & Roz Dauzat Jeffrey Kass, MD • • • Liabilities lasting gift to our wonderful community. Funds Held as Agency Endowments : $140,522 Contact Julie Martineau at 281-363-8158 for more details. Dear Friends— Wow – what a year 2020 has been! It’s been great! (Although I’m sure some folks might disagree.) The Montgomery County Community Foundation had a very successful year. MCCF increased our Fund Corpus to almost $9,000,000 thanks to our own very generous Henry Brooks and his very thoughtful legacy gift, along with many other kind donors. We provided almost $20,000 in scholarships to deserving students throughout Mont- gomery County. The Foundation awarded grants totaling over $185,000 to local deserving non-profit entities. These charitable organizations spread their reach throughout Montgomery County in various ways, touching so many worthy folks. Do you have a favorite 501(c)3 charitable organization? Encourage it to apply. It could be a recipient of some of these funds as well. We continue to offer our Field of Interest funds. These were created to benefit our donors by allowing a donation in memory of a loved one, or to honor a special friend, or for any 2001 Timberloch Place • Suite 500 “ reason at all. You can donate to these any time for any reason, or create your own. Pick The Woodlands, TX 77380 Legacy is not what I did for myself. the field that touches your heart. And most recently, MCCF distributed over $50,000 to • • • • • • • • • • • • • • • • • • • • the Community Assistance Center and Montgomery County Food Bank for deserving 281.363.8158 • mccfoundation.org It’s what I’m doing for the next generation.” families who were adversely affected by our February snow-mageddon event. [email protected] —Vitor Belfort And that’s while we were in the midst of a worldwide pandemic. The Foundation’s President and CEO, Julie Martineau, redirected our fundraising efforts to a new format for our Annual Shoot Out rather than cancelling the event. Shooters were given the opportunity to safely set their own team’s schedule over a period of several weeks and report their scores back to MCCF. We successfully raised over $40,000 dedicated to pay office administrative costs for the Foundation. And the Shooters had a great time and stayed healthy. Our 2020 Annual Wine Dinner raised over $100,000 to go toward administrative costs just days before the pandemic affected the world. These two fundraisers allow us to continue to pay office administrative costs outside our funds, rather than charging the donor funds for those expenses. Many thanks to those who continue to support the Montgomery County Community 2020 ANNUAL REPORT Foundation – the donors, the participants in the fundraisers, the staff, and the dedicated volunteers. MCCF is looking forward to another successful year in 2021. The world is changing. Let’s be a positive part of the change!

Amanda Trapp CHAIRMAN OF THE BOARD