ANNUAL REPORT 2018 Our Mission Board of Directors

and Vision ARANSAS COUNTY DIRECTORS EMERITI The Coastal Bend Community Foundation is a Paula Dean Paul R. Haas (1915-2008) Betty G. Stiles Patricia M. Eisenhauer 501(c)(3) nonprofit corporation. BEE COUNTY The Mission of the Foundation is to improve the LEADERSHIP Lou Adele May Mike Carrell, Chair quality of life in the Coastal Bend by building Kirkby Townsend Joe Henkel, Vice Chair community endowment and addressing social, F. John Shepherd, Secretary JIM WELLS COUNTY educational, environmental and cultural needs Jennifer B. Vogt, Treasurer Karin E. Knolle through the awarding of grants and scholarships. David D. Towler FOUNDATION STAFF The Foundation’s Vision is to provide the Coastal KLEBERG COUNTY Karen W. Selim, J.D. Bend with: Ricki W. Cunningham President & CEO Joe M. Henkel • E cient gift options to meet donors’ charitable Jonathan M. Hornblower Arely Chapa, MBA wishes, Finance Director NUECES COUNTY • Eective grants to charitable organizations and Mike Carrell Desiree Porche scholarships to students, and Judge Bobby Galvan Accounting Coordinator • Ethical leadership to promote and enhance area Susan E. Hutchinson philanthropy. Rumaldo Z. Juarez, Ph.D. Tracy M. Ramirez Omar J. Leal Communications Director The Foundation was established in 1981 as a Robert W. Maxwell project of the Corpus Christi Chamber of Henry “Hank” Nuss Nicole Ross Commerce with a donation of $150,000 from Richard F. Scanio Program Director F. John Shepherd the Paul and Mary Haas Foundation. Through C. Michelle Unda COMMITTEE CHAIRS additional donations and a history of stewardship, Karen O’Connor Urban Hank Nuss, Audit Committee these assets have grown to over $77.3 million Jennifer B. Vogt Mike Carrell, Executive Committee as of December 31, 2018. The Foundation has Jennifer B. Vogt, Finance Committee REFUGIO COUNTY Bill Maxwell, Grants Committee given over $115 million in grants to charitable Louise N. Aduddell organizations and scholarships to students since it Jonathan M. Hornblower, Investment Committee Nancy D. Linney Susan E. Hutchinson, Nominating Committee was founded. The Foundation serves Aransas, Rumaldo Juarez, Scholarship Committee Bee, Jim Wells, Kleberg, Nueces, Refugio and SAN PATRICIO COUNTY Irene Irey San Patricio counties. Jon R. Whatley

Funds and underlying assets are governed by an independent board of directors composed of respected community leaders from diverse backgrounds. Board members are selected for their knowledge of community needs and for their professional expertise. The directors’ charge is to understand donors’ interests and the roles of nonprofits, and to act as stewards for 307 funds. Directors serve without compensation and exercise final authority with regard to all investments and charitable grants.

1 A Message from the Board Chair Mike Carrell

For the past two years, I have had the honor of This totals over $9,230,000 in our discretionary grants serving as Chair of the Board of Directors of Coastal distributed in two years. What amazing contributions Bend Community Foundation. In this message, I am to our area, helping thousands of our neighbors. pleased to highlight the work and accomplishments of our board and staff. Over the past two years, improvements to processes and procedures have been made. Fund-holders now Over 2,400 individuals, families, companies, private have online access to their quarterly/annual foundations and others entrusted their charitable gifts statements and grant histories. Donor-advised fund to Coastal Bend Community Foundation during this grants may be recommended through this online time period for a total of over $16 million in portal as well. Personal visits are now made annually donations. Such giving confirms that the Foundation to every high school in our seven county area, is a highly trusted member of our communities and resulting in over 900 students applying in 2018 well respected for its integrity and reputation for through our combined online scholarship application. ‘doing the right thing.’ The number of scholarships accessible on this one application increased to 75; a benefit to area students In 2017 & 2018 the Board has directed the following seeking help to go to college. discretionary grants: • Annual Grants to 155 organizations - $850,000 The work of CBCF has a big impact in the Coastal • Kids Go to Camp Special Grants - $500,000 Bend. This is done without any dues to a sponsoring • Spay/Neuter Special Grant - $250,000 or parent organization. And, with an astoundingly • Hurricane Harvey Special Grant - $500,000 low administrative expense ratio of 79 basis points • Food Pantry Special Grant - $250,000 (.79 of 1%), Coastal Bend Community Foundation is • Doan Grants - $850,000 the epitome of an effective and efficient organization.

Two Coastal Bend Days of Giving add another I will continue to proudly serve on the Board and $5 million, again with a record setting amount Executive Committee as Past Board Chair, and on raised in 2018. behalf of those groups assure you that the good work of Coastal Bend Community Foundation will continue. Our scholarship program helped over 565 area youth attend college by awarding over $1,030,000 in scholarships in 2017 and 2018.

2 A Message from the CBCF President & CEO Karen W. Selim

This year has been gone by very quickly at Coastal and Refugio. Distributing the checks in those four Bend Community Foundation. Several internal communities, as well as to the food pantries, was processes and technologies have been improved, such a heart-warming and humbling experience as allowing us to make over $1.8 million in board the depth of gratitude shown by the recipients was directed grants through the third quarter of 2018. unmatched in my experience.

One I am most proud of is our Food Pantry Special I would be remiss if I didn’t tell you a favorite story. Grant of $250,000 providing 78 pantries, including One of our friends at KIII-TV, who attended the four 14 mobile pantries, a credit at Coastal Bend Food hurricane grant check presentations said to me one Bank equal to 86% of what they spent with that morning, “the Foundation really puts the Unity in organization last year. In the past we have approved Community!” What a great statement; maybe a grants to a few pantries that applied through our future tag line for us. annual grants process. However, many pantries are very small and run by volunteers with little These grants and others, our scholarship and other knowledge of foundation grant processes. programs are not only about the numbers, but The Food Pantry Special Grant provides wide they positively show Coastal Bend Community coverage throughout our Coastal Bend service area Foundation’s capacity to make a difference in and and is based upon easily documented needs and impact our communities. This is only possible usage. It is hard to imagine that in this land of plenty because of the donors who have entrusted their there are many, especially vulnerable populations, charitable giving to us; if you would like to join in like children and the elderly, who do not have “improving the quality of life in the Coastal Bend,” enough to eat. please call me.

Thankfully, 2018 did not bring a devastating hurricane to our area, but much remains to be done Did you know? to recover from that disaster. In the spring the The majority of donors Foundation, in partnership with a San Antonio give to their favorite private foundation, made a $500,000 Hurricane causes four or more Harvey Special Grant to charities serving the areas times per year regardless hardest hit – Rockport, Aransas Pass, Port Aransas of their own income.

3 2018 Year in Review

Total gifts $11,079,883 in grants and $9,464,093 scholarships awarded

$77.3 million 307 in total assets Separate funds

Public Good $35,650 Human Services Annual Grants $51,225 Arts Health $75,625 Awarded by $24,500

Program Area Education Families/Children/Elderly $138,540 $78,300 Environment $453,590 $49,750

4 Welcome 2018 and 2019 Board Members

Directors Elected for 2018 Terms

Hon. Karin E. Knolle Betty G. Stiles Jim Wells County Aransas County

Directors Elected for Terms Beginning January 1, 2019

Laura Fischer Ken Herring Amanda Kellar Brad Womack Bee County Nueces County Aransas County Kleberg County

We are especially thankful to Joe Henkel, Susan Hutchinson, Lou Adele May and Karen O’Connor Urban for their years of board service, which ended in 2018. 5 Coastal Bend Community Foundation Funds as of December 31, 2018

2020 75th Anniversary Endowment Frank Weber Group/PDAP Michelle Kitrinas Estate Quasi-Endowment 3 Doudens Award Friends of Corpus Christi Public Libraries Book Mr. & Mrs. Charles DeCou Unrestricted AIM Hospice Center Endowment Friends of the Conner Museum Endowment Mr. & Mrs. H.L. Miller Unrestricted Amistad Community Health Center Agency Endowment Friends of the Museum of Science and History Permanent, Endowed Mrs. Kenneth McKamey Unrestricted Andrew Davis Memorial HALO-Flight Endowment Mrs. Lorine Jones (Spoonts) Lewis Unrestricted Anybody Can Fund for the Intellectually Disabled Harbor Playhouse Endowment Ned & Carol Dewey Unrestricted Endowment Aransas County ISD Education Foundation Endowment Harmon A. and Grace W. Dobson Arts Norma Urban Memorial Aransas County Long Term Recovery Harvey Weil Sportsman/Conservationist Award Nueces County Behavioral Health Community Center Arnim Brothers Henrietta Newbury Owen R. Hopkins Educational Arnold O. Morgan Memorial Herbert L. & Kathryn S. Miller No. 1 Paul and Mary Haas Foundation Quasi-Endowment Art Center of Corpus Christi Endowment Herbert L. & Kathryn S. Miller No. 2 Reserve Fund for Corpus Christi Hope House Art Museum of South Texas Endowment Trust J. Kelly & Nell Loving Cain Revitalize DTOWN Barbara Ann Karpanty Memorial James B. & Nelda M. Whatley Rio Grande Valley Museum Endowment Bikes for Kids Designated James Brooke Windmill Emmaus Rockport Art Association Endowment Billish Park James R. (Bobby) Huff Rotary Club of Corpus Christi Endowment No. I Bones in Schools Teacher Workshop Grant Jane Kennedy Memorial Rotary District 5930 Special Projects Boy Scouts of America, South Texas Council Janet F. Harte Memorial Endowment Sam Frech Art Carey Memorial Jeff Bell Endowment Sinton Rotary Club James F. Tracy, Sr. CASA Endowment Jerome Jalufka Endowment Sinton Rotary Club Tom F. Ivey Memorial Cecil E. & Kara H. Burney Unrestricted Jim & Candace Moloney Endowment South Texas Botanical Gardens & Nature Center Endowment Cecil E. Burney Humanitarian Award Jim and Betty Black Trust for the Benefit of Cats and Dogs South Texas Public Broadcasting System Endowment Celika Storm Limited Partnership June Reid Sarchetti Trust Quasi-Endowment Starr Pope, Jr. Estate Endowment Charles James "Jim" Smith Estate Quasi-Endowment Kenedy Fire and Emergency Services Equipment Taft Endowment Christian Evangelism Kenedy Memorial Foundation Unrestricted Taft Public Library Endowment Citizens for Educational Excellence Endowment Kingsville-St. Gertrude Church and School TAMUK South Texas Archives Coastal Bend Asthma Initiative Camp Kingsville-St. Gertrude Church and School-Agency Texas Preservation Foundation Coastal Bend Asthma Initiative Lady Justice Maintenance Endowment The Coastal Bend Wellness Foundation Agency Endowment Coastal Bend Audubon Society Leadership Corpus Christi Endowment The Don Boyd Endowment Coastal Bend Bays Foundation General Leadership Jim Wells County The Friends of the Museum of Science and History Designated Coastal Bend Community Foundation General Grant Endowment Leslie S. Robertson Animal Welfare Endowment The Sinton ISD Foundation Coastal Bend Disaster Recovery Group Lippke Thomas Bond Memorial Quasi-Endowment Coastal Bend Food Bank Endowment Lucien Flournoy Statue Maintenance V. Louise Hammock Coastal Bend Kidney Foundation Endowment Marie Chauncey Cox Endowment II Vera S. McGonigle Coastal Bend Land Trust - General Marie Chauncey Cox Special Experience Endowment W.B. Ray Class of 1958 Memorial Permanent Coastal Bend Land Trust Stewardship Marilyn Babel Arts West Side Helping Hand Designated Corpus Christi Education Foundation Endowment Marvin and Bertha Miller Memorial Quasi-Endowment Wildlife in Focus Agency Endowment Corpus Christi Exploration Fdn Quasi-Endowment Mary Gladys Tishenbanner Wilhelmi Art Purchase/ Art Museum of South Texas Corpus Christi Geological Society History Mary Strawn LeBleu Endowment YWCA Endowment Corpus Christi Metro Ministries Agency Endowment Corpus Christi Metro Ministries Permanent Endowment Corpus Christi Rotary Club Special Project Corpus Christi State School Endowment Dean Walker Vorhes Memorial Quasi-Endowment • What are your motivations to give to charity? Dennis O'Connor Unrestricted Don Jose de Escandon • What are your values? Dr. Herbert O. & Charlotte Feldman Family • What inspires you? Dr. Shelby Frizzell Torrance Youth Tennis E. B. Cole • In what ways do you want to give? Fallen Heroes Memorial Campaign Project Family Upreach, Inc. dba NewLife Behavior Agency Endowment Questions? • Do you want to give privately or publicly? Forever Jordan Memorial Frances U. Weil Memorial to Ponder • Do you want to give now or through your Estate? Frank & Sissie Burney Memorial 6 Grantees

Sea City Work Camp

In 2018, Sea City Work Camp, Inc. celebrated its 25th anniversary. The organization provides Coastal Bend residents with special needs and limited resources assistance repairing their residence. Every June, youth teams consisting of 10-13 high school students participate in the weeklong camp learning life-skills while helping assist adult work site foremen and team leaders make repairs such as roofing, drywall and flooring. Over the years, the program has helped over 150 individuals with much needed home repairs. Local churches host the participants and offer fun, fellowship and worship each evening.

Throughout the years, Coastal Bend Community Foundation has awarded Sea City Work Camp, a total of $111,000 in grants, including a 2018 annual grant of $5,000. The largest grant to date was $20,000 from the Mayor’s Hurricane Fund to help revitalize hurricane impacted homes in the Corpus Christi community due to the effect of Hurricane Harvey.

USS Lexington KEDT-TV Annual Kids Festival Special Grant USS Lexington Campers participating in the Museum’s Overnight Program will be able to rest well at night thanks to a $21,000 CBCF annual grant. The grant made it possible to purchase almost 300 brand new mattresses. On Saturday, August 18, Since the program started in 1993, more than 400,000 campers have experienced a night at the Blue Ghost. 2018 KEDT-TV held their 2nd Annual Kids Festival Steve Banta, Executive Director of the USS Lexington Museum says, “We are so appreciative of this generous thanks to support from CBCF. grant from CBCF and all they have done for our ship and for the community. We receive no federal or state The event was a big hit with funding, so grants like this really help to enhance our programs and improve the experience for our guests.” over 1,300 attendees - 300 more than last year. 25 local community organizations provided fun and educational activities for the children as they prepared to go back to school. The children enjoyed taking photos with Clifford the Big Red Dog and Super Why! They were also excited to hear a story told by Mr. Kippy!

7 Special Grants

Food Pantry Special Grant

A press conference was held September 13, 2018 to award a $250,000 special grant Doan Charitable Grants to Coastal Bend Food Bank for the benefit of area food pantries as part of the Thanks to the 2018 Doan Charitable Grant, the seven awardees listed below will be Foundation’s continued Hurricane Harvey recovery efforts. able to continue to support the needs of their communities. The grant was allocated by CBFB among 78 organizations – 64 food pantries and Grantee Amount 14 mobile food pantries – based upon what each organization paid for food in 2017. Del Mar College Foundation $ 95,000 The grant was prorated to cover 86% of those amounts, and each pantry has a credit at CBFB from which they can draw through August 31, 2019. According to Habitat for Humanity Corpus Christi $ 100,000 the Food Bank’s records, these pantries served a total of 223,869 individuals in six Salvation Army, Corpus Christi $ 40,930 counties in 2017. Shriners Hospitals for Children $ 15,000 Texas A&M-Corpus Christi Foundation $ 25,000 Women's and Men's Health Services of the Coastal Bend $ 50,000 YWCA Corpus Christi $ 101,470 Total $ 427,400

Doan Awardee - Habitat for Humanity

On Friday, July 13, 2018 Habitat for Humanity Corpus Christi was presented with their Doan Grant check to launch their “A Brush With Kindness” program. The presentation took place at the site of the first home to qualify for the program while 20 volunteers from Prince of Peace Church of Fayetteville, Georgia were hard at work painting the home.

In 29 years of building houses in partnership with low-income families, Corpus Christi Habitat volunteers have built over 53 affordable new houses for people in need.

8 Kids Go to Camp 4! KGTC 4 Grantees

“Kids Go Camp 4!” was made possible through a $250,000 Special Grant award from the Art Center of Corpus Christi $ 22,000 Coastal Bend Community Foundation. For the past three years, “Kids Go to Camp!” has provided Art Museum of South Texas $ 26,000 over 3,000 economically disadvantaged Coastal Bend youth the opportunity to attend a summer Coastal Bend College Foundation $ 32,000 camp for free. In 2018, scholarships were awarded through 11 nonprofits, which qualified the Del Mar College Foundation - Technology Camp $ 12,000 children for need-based scholarships. The Foundation once again teamed up with the Corpus Del Mar College Foundation - Viking Kids Camp $ 30,000 Christi Food Bank to provide lunch and snacks to campers. Focus Foundation - Summer Sports and Wellness Program $ 15,000 Harbor Playhouse $ 35,000 Participants of “Kids Go to Camp!” have had a chance to attend what the Coastal Bend has to K Space Contemporary $ 11,200 offer in the way of great summer camp experiences. These camps are held at special places that Rockport Center for the Arts $ 9,000 many have not had a chance to visit before. They get to engage not only with their peers, but with exceptional teachers and have fun through various learning activities. The hope is that the Texas A&M-Corpus Christi Foundation - STEM-Tronics $ 8,100 experiences will provide a spark of interest in the students — be it in art, theater, sports, math or Texas A&M-Corpus Christi Foundation - Young Author's $ 11,400 science and to continue to succeed in school and life. Texas Maritime Museum $ 1,000 Texas State Aquarium Association $ 23,000 Coastal Bend Food Bank - for camper meals $ 14,300 Total $ 250,000

“What They Said” - SeaCamp

9 Hurricane Harvey Recovery Special Grant

Checks totaling $500,000 were awarded to the 21 area nonprofits listed below through the Foundation’s Hurricane Harvey special grant. Grantees were nonprofit organizations and governmental entities such as schools with programs for those who were still in much need in the aftermath of Hurricane Harvey. Although it has been over a year since the disaster hit, many residents and businesses continue to recover from the storm.

CBCF Hurricane Harvey Grantees

ARANSAS COUNTY Access Counseling $ 20,000 ACISD Education Foundation, Inc. $ 45,000 Aim Hospice $ 25,000 Aransas County Council on Aging $ 15,000 First Baptist Church-Rockport $ 5,000 Friends of the History Center for Aransas County $ 15,000 Odyssey After School Enrichment Program $ 35,000 Rockport Center for the Arts $ 30,000 Rockport-Fulton Good Samaritans, Inc. $ 15,000 Society of St. Vincent de Paul/Sacred $ 15,000 Heart Conference Center

SAN PATRICIO COUNTY Aransas Pass for Youth $ 30,000 Tri-County Christian Service Center, Inc. $ 30,000

CITY OF PORT ARANSAS Friends of the Port Aransas William R. $ 35,000 “Bill” Ellis Memorial Library Port Aransas Art Center $ 15,000 Port Aransas Education Foundation $ 30,000 Port Aransas Preservation and Historical Society $ 15,000

REFUGIO COUNTY ARK Advocacy $ 25,000 Boys & Girls Club of Refugio County $ 25,000 Good News, Inc. dba Woodsboro Family Center $ 25,000 Good Samaritan Ministries of Refugio County $ 25,000 Refugio County Elderly Services $ 25,000 Total $ 500,000

10 Scholarship Funds at the Coastal Bend Community Foundation as of December 31, 2018

Alejandro (Alex) Abecia "Reaching High" Barney Flynn Memorial W.B. Ray High School Class of '56 Averill Johnson Beverly Acock Memorial Capt. Dan & Barney Flynn W.B. Ray High School Class of 1958 Memorial Anderson Family Endowed Ann Jordan Gartner Memorial Rooke Foundation Endowed Alejandro Antonio "Tony" Balboa Memorial Melissa Ann (Missy) Guerra Memorial Myrtle Wakeland Roper/Leola Garrett Zachary Barriger Memorial Mark Todd Hale Memorial Criminal Justice Rotary Club of Corpus Christi Foundation Bean-Dirks Memorial - George West Mary and Bill Hamrick Colton Rusk/Jose Martinez/Class of ’09 Academic O. J. Beck, Jr. Memorial Manuel Hernandez, Jr. Memorial Lance Corporal Colton Rusk Athletic Beecroft Family Allison D'Ann Higginbotham Memorial San Patricio & Aransas County A&H Reverend E. F. Bennett, Jr. A. Joseph Huerta Puedo Rebecca Renee Sanchez Memorial Marion Luna Brem/Pat McNeil Health and Education Patricia Jalufka Endowment Sand Dollar Scholarship of the Optimist Fdn. Caller-Times S. Tx Distinguished Scholars Richard King Kevin Saunders Wheelchair Success Cecil E. Burney Leatrice J. Koch Seaman Family Jo Ann and C.W. Carpenter Endowed Casey Laine Armed Forces Traylor Dixon Sells, Jr. Coastal Bend Community Foundation General Sue Kay Lay Memorial Terry Shamsie Coastal Bend SHRM Leadership Corpus Christi Dorothy W. Sigler Coastal Bend Women Lawyers Association Glen LeBleu Education Bobbi Sims EWI Community Scholarship for Achievement Dennis Lee Memorial Roy Smith Memorial Did you know? Corpus Christi Independent School District Dual Credit Lillion Effie Luehrs Jim Springer Memorial Corpus Christi Ind. School Dist. Teacher Fellowship Martha L. Luigi Choral Richard L. Strawn Accounting The younger the donor, C.O.A.S.T. Healthcare LT. Commander Rick Mead, U.S. Navy Retired Gerald "The Brick" Sutherland Corpus Christi Estate Planning Council Brian and Colleen Miller Math and Science Andrew Sutter Memorial the larger the gift Justin Cox "Beat the Odds" Memorial Mirador Employee Talbert Family Memorial they are willing to "Beat the Odds" Middle School Incentive Mystery of the Blue Rose Technical Trade Kassie Michelle Crowder Govind and Bhakti Nadkarni Engineering Joe D. Trevino, Jr. Memorial make online. Cy Fair Youth Nueces County Junior Livestock Show Hon. Norman L. Utter Memorial Derek Dean Soccer Nueces County Junior Livestock Show Homemaking Dr. Horacio R. Villarreal Jay and Rheba Downes Memorial Edna W. Ocker Faye & Rendell C. Webb Cletis Dulin Memorial JS (Jack and Shirley) Pagan Faye Webb E.ON Climate & Renewables North America Higher Education Colten Andrew Paige Memorial Willbern Family Fund for San Patricio County-Papalote Creek Olga Paul Dr. Dana Williams E.ON Climate & Renewables North America Higher Education Jimmie Ruth Picquet Chase Wilson Memorial 4-H Fund for Willacy County-Magic Valley Harry Porter Memorial Misty Wimberly Memorial John R. Eidson, Jr. '38 J.J. Rains Memorial Laura Woodman Memorial

8th Annual Scholarship Brunch

On June 6, 2018 over $575,000 was awarded to almost 300 area students at the CBCF 8th annual scholarship brunch held at the Corpus Christi Country Club. Scholarship recipients and their families were able to meet donors and personally thank them for helping make attending college financially possible. 11 Fundamentals of Fundraising V

Over 100 representatives from local nonprofits attended the Fundamentals of Fundraising – Part V, “Your Relationship Building Checklist” workshop hosted by CBCF. The event was held at the Corpus Christi Country Club on September 20, 2018 and was sponsored by Blanche Davis Moore Foundation, Oxbow Advisors and Earl C. Sams Foundation, in addition to CBCF. Returning for the third time, guest speaker Karen E. Osborne addressed the audience with helpful strategies on how to gain productive and meaningful relationships with donors. Her fast-paced and content-rich program identified opportunities for growth and taking relationships to the next level.

What the Charities Said –

“Amazing! Every moment of this seminar was exactly what “I had a board meeting immediately following the seminar and brought what I needed/wanted to hear at this point in time because of the I learned from Karen O. to the meeting. Attending was an incredibly valuable expansion of our organization!” board member who I think was burned out. I was certain she was going to resign this year. I received a text from her after the meeting saying it was the “I am taking new ideas and knowledge for the betterment of our best meeting in a while. I asked her what she thought made the difference. organization in praising our donors.” She said it felt like a team, group discussion instead of just reporting. There was a sense of community that was brought back and that is what “Karen is a great presenter and more so has great knowledge on makes our organization so special to her. Everyone seemed recommitted building relationships. The wow of today was telling the ‘why’ to the purpose. Wow! YOU GAVE US MAGIC!” instead of the ‘what’!”

Did you know? According to 2016 Pew data, 27% of Americans do volunteer work.

12 10th Annual Coastal Bend Day of Giving

November 13, 2018 marked the 10th anniversary of the Coastal Bend Day of Giving. In 2009, our area charities were among the first in Texas to benefit from such an event. Matching gift days were being discussed at community foundation conferences as a way to help charities during the economic crisis. The 1st North Texas Giving Day was hosted by the Communities Foundation of Texas also in the fall of 2009. Kent Williams, then President/CEO of Coastal Bend Community Foundation, deserves credit for initiating in 2009 this significant effort for the Coastal Bend.

The 10th Annual Coastal Bend Day of Giving set a fundraising record. The 24 hour online campaign raised $2,566,685 for 50 area charities exceeding 2017’s total by over $200,000. Coupled with the previous nine Giving Days’ total of almost $12 million, over $14,500,000 has been raised and put directly into the communities served by the participating charities. Marked as the largest matching grant to date, $900,000 was contributed by the generous funders listed below, giving each charity the opportunity to be matched up to $18,000. The CBDG event could not be successful without their generous support!

Once again Coastal Bend Day of Giving media sponsor, KIII-TV, made it possible for viewers to learn more about each participating charity. The excitement increased throughout the day as viewers were able to watch the giving total in real-time thru live-cut-ins on television and on the online donation site. Stories profiling each charity and the many services they provide were aired leading up to the event. Many Coastal Bend businesses and organizations helped by marketing on electronic billboards, creating the event’s visuals, and sharing on their social media channels and calendars.

THANK YOU to everyone for helping make this event successful - a testimony of the love and support for the Coastal Bend community!

Matching Funders Anonymous Donor 1 Morris L. Lichtenstein, Jr. Foundation Anonymous Donor 2 Larry & Pat McNeil Foundation Anonymous Donor 3 Blanche Davis Moore Foundation Bowen Enterprises Ltd. Nueces Electric Charities, Inc. Coastal Bend Community Foundation Pazera Family Foundation Corpus Christi Medical Center Prichard Family Foundation Estill Foundation Margaret Sue Rust Foundation for Aransas County nonprofits Paul & Mary Haas Foundation Fund Earl C. Sams Foundation Buddy Herin Legacy Foundation Fund Susser Family Foundation LaVerne & Thomas Howell Foundation William T. Vogt & Lorine E. Vogt Charitable Foundation Dr. & Mrs. Hugh Kennedy Foundation Bill & Katie Weaver Charitable Trust John G. & Marie Stella Kenedy Memorial Foundation Gil & Dody Weaver Foundation Las Doñas Donors honoring 2018 Court Lawrence Wood Foundation

13 Coastal Bend Community Foundation Statement of Financial Position, December 31, 2017 Coastal Bend Community Foundation Statement of Financial Position, December 31, 2017 Assets

Assets Current Assets Current Assets Cash and Cash Equivalents $1,499,085 The Foundation’s 2017 Cash and Cash Equivalents Contributions Receivable $1,499,085 0 Contributions Receivable Prepaid Expenses 0 43,772 audited financial Prepaid Expenses Prepaid Federal Income Taxes 43,772 The Foundation’s 2017 3,353 Prepaid Federal Income Taxes Total Current Assets 3,353 audited financial 1,546,210 Investments 81,214,639* statements, prepared by Total Current Assets 1,546,210 statements prepared by Investments Furniture and Equipment, Net 81,214,639 * 4,793 Gowland, Strealy, Morales Furniture and Equipment, Net Total Assets 4,793 Gowland, Strealy, Morales $82,765,642 Total Assets $82,765,642 & Company, P.L.L.C., & Company, P.L.L.C., are Liabilities and Net Assets are available on our Current Liabilities Liabilities and Net Assets website. available on our website. Current Liabilities Grants Payable $440,824 Grants Payable Accounts Payable and Accrued Expenses $440,824 www.cbcfoundation.org. 31,965 Accounts Payable and Accrued Expenses Total Current Liabilities 31,965 472,789

Total Current Liabilities Funds Held as Agency Endowments 472,789 6,795,198 Total Liabilities 7,267,987 Funds Held as Agency Endowments 6,795,198 Total Liabilities Net Assets 7,267,987 Unrestricted 5,406,056 ** Net Assets Temporarily Restricted 33,800,850*** Unrestricted Permanently Restricted 5,406,056 ** 36,290,749 Temporarily Restricted Total Net Assets 33,800,850 *** 75,497,655 Permanently Restricted Total Liabilities and Net Assets 36,290,749 $82,765,642 Total Net Assets 75,497,655

Total Liabilities and Net Assets $82,765,642 Coastal Bend Community Foundation Coastal Bend Community Foundation Statement of Activities and Changes in Net Assets for the year Ended December 31, 2017

Statement of Activities and Changes in Net Assets for the Year Ended December 31, 2017 Temporarily Permanently Unrestricted Restricted Restricted Total Unrestricted Temp Restricted Perm Restricted T otal Support and Other Revenue: Support and Other Revenue: Support: Support: *The foundation also r eceives Contributions $133,850 Contributions $9,384,925 $916,010 $10,434,785 income$133 ,f850rom app roximately $9,384,925 $916,010 $10,434,785 Less Amounts Received for Agency Funds 0Less Amounts Received for Agency0 Funds (100,479) (100,479) $1 million 0not included in 0 (100,479) (100,479) Net Support assets.133,850 9,384,925 815,531 10,334,306 Net Support 133,850 9,384,925 815,531 10,334,306 Other Revenue/(Loss): Other Revenue/(Loss): Interest, Dividend, and Other Investment Revenue 1,217,378 Interest, Dividend, and 1,066,078Other Investment Revenue 647 2,284,103 * ** Support1,217,378 expenses are the 1,066,078 647 2,284,103* * The Foundation also receives Less Amounts Received on Agency Funds 0 (194,713) 0 (194,713) income from approximately $1 Less Amounts Received on Agency Funds 0 (194,713) 0 (194,713) general operating0 expenses Realized and Unrealized Gains/(Losses) Realized and Unrealized Gains/(L osses) of the foundation. million not included in assets. on Investments, Net 2,141,328 4,275,804 0 6,417,132 on Investments, Net 2,141,328 4,275,804 0 6,417,132 Less Amounts Received on Agency Funds 0 (637,890) 0 (637,890) ** Support expenses are the Less Amounts Received on Agency Funds 0 (637,890) 0 (637,890) Program expenses are Net Other Revenue (Loss) *** 3,358,706 4,509,279 647 7,868,632 general operating expenses Net Other Revenue (Loss) 3,358,706 4,509,279 647 7,868,632 directly allocable to Net Assets Released from Restrictions 19,859 (19,859) 0 0 of the foundation. Net Assets Released from Restrictions 19,859 (19,859) 0 0 investments, investment Total Net Support and Net Other Revenue/(Loss) Total Net Support and Net Other Revenue/(Loss) and Net Assets Released from Restrictions fees,3,512 real,415 estate and mineral 13,874,345 816,178 18,202,938 *** Program expenses are directly and Net Assets Released from Restrictions 3,512,415 13,874,345 816,178 18,202,938 rights, and expenses Operating Expenses: Operating Expenses: allocable to investments, invest- incurred by special project Program 554,980 Program 1,192,805 0 1,747,785 *** 554,980 1,192,805 0 1,747,785*** ment fees, real estate and funds. Support 625,474 Support 0 0 625,474 ** 625,474 0 0 625,474 ** mineral rights, and expenses Less Expenses Allocated to Agency Funds 0 (42,737) 0 (42,737) incurred by special project funds. Less Expenses Allocated to Agency Funds 0 (42,737) 0 (42,737) Net Operating Expenses 1,180,454 Net Operating Expenses1,150,068 0 2,330,522 1,180,454 1,150,068 0 2,330,522 Grants Awarded 1,034,795Grants Awarded 6,703,366 0 7,738,161 1,034,795 6,703,366 0 7,738,161 Less Amounts Distributed from Agency Funds Less0 Amounts Distributed(252,575) from Agency Funds 0 (252,575) 0 (252,575) 0 (252,575) Net Grants 1,034,795 Net Grants 6,450,791 0 7,485,586 1,034,795 6,450,791 0 7,485,586 Total Net Expenses and Grants 2,215,249 Total Net Expenses 7,600,859and Grants 0 9,816,108 2,215,249 7,600,859 0 9,816,108 Federal Income Tax (Benefit) 0 Federal Income Tax (Benefit) 0 0 0 0 0 0 0 Total Change in Net Assets 1,297,166 Total Change in Net 6,273,486Assets 816,178 8,386,830 1,297,166 6,273,486 816,178 8,386,830 Net Assets, December 31, 2016 4,108,890 27,527,363 35,474,571 67,110,824 Net Assets, December 31, 2016 4,108,890 27,527,363 35,474,571 67,110,824 Net Assets, December 31, 2017 $5,406,056 Net Assets, December$33,800,849 31, 2017 $36,290,749 $75,497,654 $5,406,056 $33,800,849 $36,290,749 $75,497,654

14

Coastal Bend Community Foundation Statement of Financial Position, December 31, 2017 615 N. Upper Broadway, Suite 1950 Nonprofit Org

Assets REFUGIO Corpus Christi, TX 78401 US Postage Current Assets BEE Phone 361-882-9745 Paid Cash and Cash Equivalents $1,499,085 The Foundation’s 2017 Corpus Christi, TX Contributions Receivable 0 ARANSAS Fax 361-882-2865 Prepaid Expenses 43,772 audited financial Permit No. 513 Prepaid Federal Income Taxes 3,353 www.cbcfoundation.org Total Current Assets 1,546,210 Investments 81,214,639* statements, prepared by Furniture and Equipment, Net 4,793 Return Service Requested Total Assets $82,765,642 Gowland, Strealy, Morales SAN PATRICIO

Liabilities and Net Assets & Company, P.L.L.C., are Current Liabilities available onJIM our website. Grants Payable $440,824 WELLS Accounts Payable and Accrued Expenses 31,965 Total Current Liabilities 472,789 NUECES Funds Held as Agency Endowments 6,795,198 Total Liabilities 7,267,987

Net Assets Unrestricted 5,406,056 ** Temporarily Restricted 33,800,850*** KLEBERG Permanently Restricted 36,290,749 Total Net Assets 75,497,655 Total Liabilities and Net Assets $82,765,642

Coastal Bend Community Foundation Special thanks to MDR Advertising for designing this Annual Report. Statement of Activities and Changes in Net Assets for the year Ended December 31, 2017

Temporarily Permanently Unrestricted Restricted Restricted Total

Support and Other Revenue: Support: The Coastal Bend Community Foundation has been giving back to the community since shortly Contributions $133,850 $9,384,925 $916,010 $10,434,785 Less Amounts Received for Agency Funds 0 0 (100,479) (100,479) Net Support 133,850 9,384,925 815,531 10,334,306 Other Revenue/(Loss): after its formation in 1981. We assist donors to give grants and scholarships that help Coastal Interest, Dividend, and Other Investment Revenue 1,217,378 1,066,078 647 2,284,103* * The Foundation also receives Less Amounts Received on Agency Funds 0 (194,713) 0 (194,713) income from approximately $1 0 Realized and Unrealized Gains/(Losses) million not included in assets. on Investments, Net 2,141,328 4,275,804 0 6,417,132

Less Amounts Received on Agency Funds 0 (637,890) 0 (637,890) ** Support expenses are the Bend residents improve their lives and the lives of the people around them. The Foundation looks Net Other Revenue (Loss) 3,358,706 4,509,279 647 7,868,632 general operating expenses Net Assets Released from Restrictions 19,859 (19,859) 0 0 of the foundation. Total Net Support and Net Other Revenue/(Loss) and Net Assets Released from Restrictions 3,512,415 13,874,345 816,178 18,202,938 *** Program expenses are directly to the future to better prepare for the growing needs of our ever-changing community. We have Operating Expenses: allocable to investments, invest- Program 554,980 1,192,805 0 1,747,785*** ment fees, real estate and Support 625,474 0 0 625,474 ** mineral rights, and expenses Less Expenses Allocated to Agency Funds 0 (42,737) 0 (42,737) incurred by special project funds.

Net Operating Expenses 1,180,454 1,150,068 0 2,330,522 grown tremendously in the past 37 years thanks to the generosity of our donors. We plan to Grants Awarded 1,034,795 6,703,366 0 7,738,161 Less Amounts Distributed from Agency Funds 0 (252,575) 0 (252,575) Net Grants 1,034,795 6,450,791 0 7,485,586 Total Net Expenses and Grants 2,215,249 7,600,859 0 9,816,108 continue to grow and to give for as long as the community and our nonprofit partners need us. Federal Income Tax (Benefit) 0 0 0 0 Total Change in Net Assets 1,297,166 6,273,486 816,178 8,386,830 Net Assets, December 31, 2016 4,108,890 27,527,363 35,474,571 67,110,824

Net Assets, December 31, 2017 $5,406,056 $33,800,849 $36,290,749 $75,497,654