2019 ANNUAL REPORT Mission and Vision Board of Directors

Coastal Bend Community Foundation is a 501(c) (3) nonprofit corporation. ARANSAS COUNTY DIRECTORS EMERITI Paula Dean Paul R. Haas (1915-2008) The Mission of the Foundation is to improve the quality of life in the Amanda Kellar Patricia M. Eisenhauer Coastal Bend by building community endowment and addressing social, Betty G. Stiles LEADERSHIP educational, environmental, and cultural needs through the awarding of BEE COUNTY Jennifer B. Vogt, Chair grants and scholarships. Laura Fischer Omar J. Leal, Vice Chair Kirkby Townsend Richard F. Scanio, Secretary The Foundation’s Vision is to provide the Coastal Bend with: F. John Shepherd, Treasurer JIM WELLS COUNTY • Efficient gift options to meet donors’ charitable wishes, Karin E. Knolle COMMITTEE CHAIRS David D. Towler Kirkby Townsend, Audit Committee • Effective grants to charitable organizations and scholarships to Jennifer B. Vogt, Executive Committee KLEBERG COUNTY students, and F. John Shepherd, Finance Committee Ricki W. Cunningham Nancy D. Linney, Grants Committee Jonathan M. Hornblower Ethical leadership to promote and enhance area philanthropy. Jonathan M. Hornblower, Investment Committee • Brad Womack Mike Carrell, Nominating Committee Paula Dean, Scholarship Committee The Foundation was established in 1981 as a project of the Corpus Christi NUECES COUNTY Chamber of Commerce with a donation of $150,000 from the Paul and Mike Carrell FOUNDATION STAFF Mary Haas Foundation. Through additional donations and a history of Judge Bobby Galvan Karen W. Selim, J.D. stewardship, these assets have grown to over $91 million as of December Rumaldo Z. Juarez, Ph.D. President & CEO Omar J. Leal 31, 2019. The Foundation has given over $126 million in grants to Robert W. Maxwell Alyssa Monette, CPA charitable organizations and scholarships to students since it was Henry “Hank” Nuss Finance Director founded. The Foundation serves Aransas, Bee, Jim Wells, Kleberg, Nueces, Richard F. Scanio Refugio, and San Patricio counties. F. John Shepherd Desiree Porche C. Michelle Unda Accounting Coordinator Funds and underlying assets are governed by an independent board of Jennifer B. Vogt Tracy M. Ramirez directors composed of respected community leaders from diverse REFUGIO COUNTY Communications Director backgrounds. Board members are selected for their knowledge of Louise N. Aduddell community needs and for their professional expertise. The directors’ charge Nancy D. Linney Nicole Ross is to understand donors’ interests and the roles of nonprofits, and to act Scholarship Director SAN PATRICIO COUNTY as stewards for 306 funds. Directors serve without compensation and Irene Irey Lari D. Young, Ph.D. exercise final authority with regard to all investments and charitable grants. Jon R. Whatley Grants Director

2 Message from Board Chair Jen Vogt

Since January of 2014, I have been honored to Since the Foundation’s inception in 1981, over serve as a director on the board of Coastal Bend $126 million has been paid in grants and Community Foundation. It has been one of the scholarships. In 2019 we awarded over $10.6 most satisfying and rewarding experiences in my million in grants and scholarships. This funding history of philanthropic work. Since that time, I has helped children and students further their have had the unique experience of serving on education both inside and outside the classroom, almost all the Foundation’s committees. Since allowing for summer camp opportunities, January of 2019, I have had the honor to serve as learning programs, and an increase in student the Chair of the Board of Directors and will scholarships. Serving the seven-county region on continue to serve in the year 2020. For the past the Texas Coastal Bend, Coastal Bend Community six years, I have been continuously reminded how Foundation has a total of 306 funds, including important this organization is for our community. 100 scholarship funds. The Foundation board members are an amazing group of community Each year we have been able to increase our leaders, but it is the Foundation’s staff that keeps resources allowing us to reach out to more the machine well-oiled and are devoted to making nonprofit organizations, which in turn helps the Foundation be its best for our community. thousands of people in need. The Coastal Bend Day of Giving may have the strongest and most Here’s the bottom line, we live in one of the positive impact on our community. Having most generous and caring communities. It is completed its 11th year, and most successful year because of the generosity of individuals, to date, the community has benefited from this families, foundations, and organizations that we special day in many ways. Funding to help feed can help those that need additional assistance, and house the hungry and homeless, provide encouragement, and most importantly hope. If medical care to those who can’t afford to pay, and you would like to join in the good work of supporting programs assisting low-income improving the quality of life in the Coastal Bend, families and at-risk children is incredible. I encourage you to contact the Foundation office or me. I would be happy to assist you.

— Jen Vogt

3 Message from CBCF President Karen W. Selim

There is something about the Coastal Bend Day of Impact is also seen through our scholarship Giving that inspires me to write the introductory program. In 2019, $566,686 was awarded for the message to our annual reports on those days. benefit of 297 students to further their The Day of Giving is a fulfillment of months of educations. Our Annual Scholarship Brunch was work and a lot of growing anticipation about how attended by 250 individuals — students, families, much money will be raised for our community. and donors. As one first-time attendee said to me But I think it is because the Day of Giving is the as he left the event, “A whole lot of people got perfect example and embodiment of what some help today.” Coastal Bend Community Foundation is, that leads me to write you. Behind the numbers, percentages, and statistics, are the people of the Coastal Bend who benefit Our mission is to make life in the Coastal Bend from the services provided by the charities our better through grants and scholarships. We do grants support and the education provided by our this through the trust of our partners in the scholarship program. Just the Coastal Bend Day community — our donors, local charities, media, of Giving has impacted over 418,000 of our and other supporters who believe the Foundation neighbors over the past 10 years. These programs exhibits daily, and especially on the Coastal Bend are for our Coastal Bend area, our seven counties, Day of Giving, the values of integrity, impact, and our communities, and our people. Through your stewardship. I am pleased to report that the 2019 desire to help, we provide for that help to be Coastal Bend Day of Giving raised $2,845,595 for delivered in the most effective way. the 50 participant charities. Thank you.

— Karen W. Selim

For Donors, Coastal Bend Community For Advisors, the Foundation partners For Nonprofits, the Foundation supports Foundation simplifies the charitable with financial and legal advisors to assist charitable organizations within our giving process with straightforward fund individuals incorporate philanthropic seven-county area by offering grant establishment and charitable gift opportunities and allowing a variety of goals in their estate plans. management. them to support our communities.

4 2019 CBCF at a Glance

Gifts Totaled Issued $12+ Million 946 Grants & Scholarships

Total Assets $91+ Million

Grants & Scholarships 306 Total Funds Awarded 14 New Funds $10.6+ Million

5 Welcome Directors Elected for Terms Beginning January 1, 2020

Sarah Fisher is Assistant General Manager & Chief Wes Hoskins is President and CEO of First Compliance Officer at Nueces Electric Cooperative Community Bank. His civic and professional where she leads the cooperative in its compliance leadership roles include Chairman of the Board of activities as both a distribution service provider Coastal Bend Bancshares, Inc.; Texas Bankers and a cooperative operating as a competitive Association Chairman, Board of Directors, Texas retailer with the Texas Electric Choice market. Legislative Lobby and Executive Committee; Board of Directors of Federal Home Loan Bank Dallas and Sarah holds a bachelor’s degree in Management American Bankers Association. from the University of Oklahoma, an MBA from Texas A&M University-Corpus Christi and Senior Wes is also a current Commissioner of the Port of Professional in Human Resources and SHRM Corpus Christi representing San Patricio County and Senior Certified Professional certifications. a participant of numerous charitable organizations and events. Wes received his Bachelor of Education in She has been a member of the American Cancer Communications with a Minor in Political Science Society-Corpus Christi Chapter board of directors from Southwest Texas University. and an ACS Relay for Life chairperson among many other community roles in Texas and Oklahoma. She enjoys spending time on the beach with her husband, children, and grandchildren.

Richard L. Leshin is a founding partner of Welder John B. Martinez is managing partner of Hilliard Leshin LLP. His areas of expertise include estate tax Martinez Gonzales LLP. Before joining HMG in 2011, planning, probate and trust law, and representation John was Judge of Nueces County Court At-Law No. of nonprofit organizations. 3 where he spent almost five years on the bench presiding over criminal misdemeanor and civil cases, Richard’s professional activities have included Corpus probate matters, and mental competency hearings. Christi Estate Planning Council and Texas Society of He was also the presiding administrative judge. Certified Public Accountants. His civic leadership roles have been as Past President of Corpus Christi Rotary John is a member of the State Bar of Texas and Mensa Club, Texas A&M-Corpus Christi Foundation, and USS along with other professional accolades. He is also Lexington Museum on the Bay to name a few. Board Certified in Personal Injury Trial Law, an honor bestowed to a select few attorneys in Texas. He received his Bachelor of Business Administration and Doctor of Jurisprudence degrees at the University He received his bachelor’s degree in political science of Texas at Austin both with highest honors. from Texas A&M University and his Doctor of Jurisprudence degree from Baylor University School of Law.

At the December 2019 board meeting, Coastal Bend Community Thank You Foundation said thank you and farewell to four long-standing Departing members of the board of directors who completed their terms of service at the end of 2019. They included Judge Bobby Galvan, Members Dr. Rumaldo Juarez, Hank Nuss, and Jon Whatley. 6 2019 Grants

Since inception, over $126 million has been awarded to nonprofit organizations and scholarships to students; a total of $10,646,444 of that amount in 2019 were given to 386 charitable organizations. Coastal Bend Community Foundation’s awards are made possible from various funds such as donor advised, special project, disaster, and agency endowment and dispersed according to the donor’s request.

Annual Grants Distribution CBCF $551,075 6% Public Good $35,200 16% 14% Arts Human Services $88,000 $78,700

Health 8% $45,850 34% 13% Education Families/Children/Elderly $184,225 $71,600 9% Environment $47,500

Coastal Bend Community Foundation makes annual discretionary grants from unrestricted funds to cover a broad spectrum of projects from the seven program areas.

7 Grant Spotlight

Texas State Aquarium’s Community Day Habitat for Humanity Wall Raising

On September 29, 2019, Texas State Aquarium held Community Day made possible by Coastal Bend Community Foundation’s $50,000 Doan Grant to Habitat for Humanity a $7,500 CBCF annual grant. Visitors were able to purchase admission tickets at the Corpus Christi’s New Home Construction Program helped build HFHCC’s 57th home discounted rate of $2 allowing families the ability to enjoy the Aquarium at an affordable located on Chula Vista Street. CBCF along with John G. and Marie Stella Kenedy cost. The price included free parking and access to all the Aquarium’s exhibits and a film: Foundation, Blanche Davis Moore Foundation, and State Farm, all showed the value of “SMALLFOOT 4D.” The 9,636 attendees were able to learn and make memories with their working together at the home’s “Raising of the Wall” held on August 30, 2019. HFHCC families, while experiencing one of USA today’s “Top Five Aquariums in North America.” also received an additional $50,000 Doan Grant for their Home Preservation Program, which repairs roofs of homes damaged as a result of natural disasters. Doan Charitable Grants In February, $410,500 was paid through Doan Charitable Grants to the nine nonprofits listed below.

American Red Cross-Coastal Bend Texas A&M-Corpus Christi Foundation Del Mar College Foundation The Salvation Army of Corpus Christi Habitat for Humanity Corpus Christi Women’s and Men’s Health Services Shriners Hospitals for Children of the Coastal Bend St. Jude Children’s Research Hospital YWCA of Corpus Christi Food Pantry Special Grant Did you know? On September 18, 2019, $280,000 was awarded to Coastal Bend Food Bank and Food Bank of the Golden Crescent during a check presentation as part of the Food Pantry According to a study from Indiana University’s Lilly Special Grant. This grant was allocated to 80 food pantries, including 16 mobile pantries, Family School of Philanthropy, women make up a providing many families with the basic necessity. little more than half of charitable donors. 8 Kids Go to Camp 5

In February 2019, $250,000 was awarded to 14 nonprofits for the Kids Go to Camp 5! Special Grant. Over 1,700 economically disadvantaged Coastal Bend youth received a scholarship through this special grant program to attend a summer camp they otherwise would have not been able to attend. The camps offered many different fun activities such as art, drama, writing, swimming, horseback riding, and robotics in a safe and fun learning environment. Campers who attended Art Camp had their artwork displayed in an exhibit at the Art Center of Corpus Christi, while campers were able to interact with reptiles, parrots, and butterflies at the South Texas Botanical Gardens and Nature Center camp. Campers ages 13-17 helped create and install murals within the La Palmera Mall and downtown Corpus Christi as part of K Space Contemporary’s summer camp. The experiences at every summer camp helped the campers develop important life skills such as teamwork, discipline, and problem-solving, which can be used in all areas of study.

The first KGTC special grant was awarded in 2015. It was such a huge success the program continued for four more years, 2019 being the last. Over the course of five years, $1,250,000 in total grants were awarded, providing over 6,200 camp scholarships to at-risk youth in hopes that something would spark an interest to pursue acting, art, or science, and go to college. Many of them made new friends and memories they will cherish for a lifetime and had new experiences they may not have ever encountered. 9 2019 Grants Scholarships Total $10,079,758 + $566,686 = $10,646,444

Abilene Christian University Boy Scouts of America, South Texas Community Action Corporation of South First Baptist Church-Norman Academy of Medicine, Engineering, and Council, Inc. Texas First United Methodist Church-C.C. Science of Texas Boys & Girls Club of Alice Community Foundation of Marquette First United Methodist Church-Alice ACCESS, Inc. Boys & Girls Club of Beeville, Inc. County First United Methodist Church-Taft Agape Ranch Boys & Girls Club of Kingsville, Inc. Congregation Beth Israel First United Methodist Church- Aim for Success Boys & Girls Club of Live Oak County Corpus Christi Area Heritage Society Washington AIM Hospice (George West Unit) Corpus Christi Bailando Dance Festival Focus Foundation Alice Volunteer Services Boys & Girls Club of Refugio County Corpus Christi Ballet Food Bank of the Golden Crescent All God’s Children International Boys & Girls Clubs of Coastal Bend Corpus Christi Chamber Music Society, Foster Angels of South Texas Foundation American Bird Conservancy Boys to Men Mentoring Network Inc. Foundation for a Globally Competitive American Cancer Society Buccaneer Commission Foundation Corpus Christi Education Foundation Texas American Friends of Alyn Hospital, Inc. Camp Allen Corpus Christi Hope House, Inc. Friends of Corpus Christi Public Libraries American Heart Association Camp Aranzazu, Inc. Corpus Christi ISD Friends of the Pool American Idea Foundation Caroline Dormon Foundation, Inc. Corpus Christi Literacy Council Friends of the Taft City Parks American Red Cross-Coastal Bend CASA of Kleberg County Corpus Christi Literary Reading Series, George Evans Elementary Inc. Amistad Comm. Health Center, Inc. CASA of the Coastal Bend Girl Scouts of Greater South Texas Corpus Christi Metro Ministries AMIT Catholic Charities of Corpus Christi, Inc. Girl Scouts of Western Washington Corpus Christi Mus. of Science & History Gloria Hicks Elementary School Angelo State University Catholic Stewardship Appeal Corpus Christi Police Foundation Golden Crescent Court Appointed Animal Friends of Port Aransas, Inc. Centenary College of Louisiana Corpus Christi Pregnancy Center, Inc. Special Advocates, Inc. Aransas County Council on Aging Centerpoint Chapel Corpus Christi Professional Firefighters Good Samaritan Rescue Mission Aransas County ISD Chabad Coastal Bend, Inc. Relief and Outreach Greenwood-Molina Children’s Center Aransas County ISD Education Fdn. Charity League Corpus Christi Safeplace House, Inc. GROW Local South Texas Ark Assessment Center & Emergency Charlie’s Place Recovery Center dba Wenholz House Guide Dogs of Texas, Inc. Shelter for Youth CHRISTUS Spohn Health System Dev. Corpus Christi Sailing Foundation Gulf Coast Humane Society Arms Wide Adoption Services Foundation Corpus Christi Symphony Society, Inc. Habitat for Humanity Corpus Christi Art Comm. Center of Corpus Christi Church of the Good Shepherd Episcopal Corpus Christi Tennis Association HALO-Flight, Inc. Asbury United Methodist Church Citizens for Educational Excellence, Inc. Covenant Baptist Church Hammons Education Leadership Asian Cultures Museum of Texas City of Alice Craft Training Center of the Coastal Programs, Inc. (HELP) Assoc. of Fundraising Professionals- City of Corpus Christi, Parks & Rec. Bend Hand and Dove Legacy Foundation Coastal Bend Chapter Department Dallas Holocaust Museum Hannon Cup Association At the Cross Bible Church Overseer and City of Portland Dallas Symphony Association Harbor Playhouse Company Successors, Inc. Coastal Bend Bays & Estuaries Prog., Del Mar College HawkWatch International Austin College Inc. Del Mar College Foundation, Inc. Houston Baptist University Baker Middle School Coastal Bend College Dream Forward Foundation Humane Society of Aransas County Baylor University Coastal Bend College Foundation Driscoll Children’s Hospital Dev. Fdn. Huron Mountain Wildlife Foundation BCFS Health and Human Services Coastal Bend Disaster Recovery Group Edify Incarnate Word Academy Bee County Adult Literacy Council, Inc. Coastal Bend Food Bank Educating Children’s Future Community It’s Your Life Foundation (IYLF) Bee County Historical Society, Inc. Coastal Bend Grace House Center Jetty Kids, Inc. Beeville Concert Association, Inc. Coastal Bend Kidney Foundation, Inc. Episcopal Church of the Advent Jewel Charity Ball, Inc. Beeville Vineyard, Inc. Coastal Bend School for the Arts Episcopal Diocese of West Texas Jewish Community Council of Corpus Big Brothers Big Sisters of South Texas Coastal Bend Wellness Foundation Everytown for Gun Safety Support Fund Christi Bishop’s Guild Coastal Bend Wildlife Educ. Program, Families Unlimited Network Joe A. Gonzalez (JAG) Education is our Blinn College LLC Family Counseling Service Freedom Blinn Community College Combined Jewish Appeal of Corpus Family Upreach, Inc. dba NewLife John Paul II High School Bobwhite Brigade Christi Behavior Ministries Junior Achievement of the Coastal Bend Border Texan of the Year Commemorative Air Force Fellowship of Christian Athletes K Space Contemporary Boy Scouts of America, Pacific Harbors Communities in Schools of the Coastal Fiberarts Guild of Pittsburgh Kairos of Texas 10 Council Bend First Baptist Church-Corpus Christi Kairos Prison Ministries International Grants Continued

KBNJ 91.7 FM Randy Charba Classic, Inc. Stark College and Seminary The Salvation Army of Corpus Christi Keokuk Catholic School Ray Texan Torch Foundation Stephen F. Austin University The Salvation Army-Washington Kids Get Fit Reach Ministries Still Water Christian Ministries The Station Church Kingsville Symphony Orchestra Ready or Not Foundation Surfrider Foundation Threadhead Cultural Foundation Kleberg County Adult Literacy Council Refugio County Memorial Hospital Surfrider Foundation- Coastal Bend Timon’s Ministries Lead First Fdn. of Corpus Christi Texas Respite Care of San Antonio, Inc. Chapter Tony Foundation LeTourneau University Rice University Taft Blackland Museum, Inc. Tri County Emergency Medical Services, Lonestar College-Cy Fair Ring of Champions Taft Public Library Inc. Lost Creek Dad’s Club Rob & Bessie Welder Wildlife Foundation TAMUK-Caesar Kleberg Wildlife Res. Inst. Trinity University Love Tennis and Education Rockport Art Association, Inc. Tarleton State University Triumph Over Kid Cancer Foundation Make-A-Wish Foundation of the Texas Rockport-Fulton Good Samaritans, Inc. Tennis Success, Inc. UNC TV Foundation Gulf Coast, Inc. Ronald McDonald House Charities of C.C. Texarkana Regional Arts & Humanities United C.C. Chamber of Commerce Fdn. Mary McLeod Bethune Early Child Dev. Rotary Club of Corpus Christi Texas 2036 United Methodist Committee on Rescue Nursery, Inc. Rural Economic Assistance League, Inc. Texas A&M Foundation United States Merchant Marine Academy Massachusetts Institute of Technology Sacred Heart Catholic Church Texas A&M International University United States Naval Academy MD Anderson Cancer Center Saint Ferdinand Catholic Church Texas A&M University United Way of the Coastal Bend, Inc. Medecins Sans Frontieres USA Sam Houston State University Texas A&M University 12th Man Fdn. University of Alabama Methodist Children’s Home San Antonio Area Foundation Texas A&M University Assoc. of Former University of Houston Mission 911 San Antonio College Students University of Houston at Victoria Mission Metroplex, Inc. San Patricio Adult Literacy Council, Inc. Texas A&M University-Commerce University of Mary Hardin-Baylor Mission of Mercy, Inc. San Patricio County 4-H Ambassadors Texas A&M University-Corpus Christi University of North Texas Mother Teresa Shelter, Inc. Sea City Work Camp, Inc. Texas A&M University-Kingsville University of Notre Dame MRC Foundation Shelter A Mutt, Inc. Texas A&M University-Kingsville Fdn. University of Pennsylvania Murfreesboro Cemetery Fund Shriners Hospitals for Children Texas A&M-Corpus Christi Foundation University of Texas at Arlington NAACP-National Headquarters Sinton ISD Texas Biomedical Research Institute University of Texas at Austin National Wildlife Federation Sisters of the Holy Names of Jesus and Texas Lutheran University University of Texas at Dallas NC Agricultural Foundation, Inc. Mary Texas Maritime Museum University of Texas at San Antonio Neighbors Offering Animals Hope Sound Rivers Texas Parks & Wildlife Foundation University of Texas Foundation (NOAH) South Texas Academic Rising Scholars Texas Sealife Center University of Texas Rio Grande Valley New Life Refuge Ministries South Texas Botanical Gardens & Nature Texas Search & Rescue, Inc. USO of South Texas Nueces Center for Mental Health and Center Texas State Aquarium Association USS Lexington Museum on the Bay Intellectual Disabilities South Texas Children’s Home Ministries Texas State Mus. of Asian Cultures & Edu. UT Chabad House Nueces County Juvenile Justice Center, South Texas Institute for the Arts Texas State University-San Marcos Vanderbilt University Law School Volunteer Services South Tx. Public Broadcasting System, Texas Surf Museum Victoria College Nueces County Children’s Advocacy Inc. Texas Tech Law School Foundation W.B. Ray High School Center Southern Methodist University Texas Tech University Wesley Community Center Nueces County Dept. of Human Services Southwestern Medical Foundation Texas Wildlife Association Foundation West Side Helping Hand Nueces County Treasury SPCA San Pat County Texas Woman’s University Windsor Park Elementary Odyssey After School Enrichment Special Olympics Texas, Inc. The Caller-Times Children’s Christmas Women’s & Men’s Health Services of the Program St. Andrew’s by the Sea Catholic Church Appeal Coastal Bend Our Lady of Grace Catholic Church St. Anthony Catholic Church The Elizabethan Gardens, Inc. Woodsboro Family Center Our Lady of the Lake University St. Clare’s Garden The Foundation for Prader-Willi Research World Wildlife Fund PBS Foundation St. James Episcopal School of C.C., Inc. The Nature Conservancy Yale University Peewee’s Pet Adoption World & St. Jude Children’s Research Hospital The Palacios Community Coalition YMCA of the Coastal Bend Sanctuary, Inc. St. Luke’s United Methodist Church The Purple Door Yorktown Baptist Church Police Officer’s Christmas Angels, Inc. St. Mark Evangelistic Association The Rise School of Corpus Christi, Inc. Young Life Port Aransas Chamber of Commerce Fdn. St. Stephen’s Episcopal School The Rotary Foundation Youth Odyssey, Inc. Port Aransas Independent School District St. Thomas Aquinas Univ. Catholic Center The Ryan Anthony Foundation YWCA of Corpus Christi Public Radio East Foundation 11 2019 Scholarships Scholarship Fund Spotlight In 2019, $566,686 in scholarships was awarded for the 2019/2020 Linda R. Benavides Memorial academic year to 297 students to help further their college endeavors. Scholarship Fund Scholarship recipients and their parents were honored at a Scholarship Brunch held on June 15 and many had the opportunity to thank their On August 21, 2019, the Coastal Bend community donors. Coastal Bend Community Foundation currently administers 100 lost one of its greatest volunteers and community servants, Linda Reyes Benavides. She was devoted scholarship funds. Graduating high school and current college students to her family, an avid community advocate for who submit the online CBCF scholarship application can apply for 80 nonprofit organizations, and an inspiration to different scholarships through this one application. Students must many. She believed in making a positive impact permanently reside within the Foundation’s seven-county service area of and did so within the organizations she was Aransas, Bee, Jim Wells, Kleberg, Nueces, Refugio, and San Patricio. involved. She served on the boards of Texas A&M- Corpus Christi Foundation, Hammons Education Leadership Programs (HELP), and YWCA of Corpus Christi to name a few as well as organizations such as Westside Business Association, United Corpus Christi Chamber of Commerce, and AFP Coastal Bend Chapter. The many awards she received spoke of her philanthropic efforts. Paying tribute to her devotion to the Coastal Bend community, her sons, David and Paul Benavides, established The Linda R. Benavides Memorial Scholarship Fund-Community Fellowship Award on November 20, 2019. The award is a four-year renewable scholarship supporting talented students with a commitment to community engagement and volunteerism. Both college and vocational/trade program students are eligible to apply for the financial need scholarship and must have a minimum 3.0 GPA. Wade Walker Memorial Scholarship Fund On December 9, 2017, Wade Walker passed away at the age of 55. He was a graduate of Calallen High School, where he met his beloved wife Patty. During their 34 years of marriage, they had two daughters, Ashley and Payton, and a son, Raymond and together built their businesses; Corpus Christi Auto Auction, San Antonio Auto Auction, and Firefly Farm. Wade enjoyed spending time with his family and friends, traveling, and skiing. In October, Corpus Christi Auto Auction, on behalf of many memorial donors, established the Wade Walker Memorial Scholarship Fund in his honor. Eligible students must be graduating high school seniors from Calallen, Tuloso-Midway, Robstown, or Banquete high schools and must provide proof of financial need. The recipient may attend any college, university, or trade school in the United States and must be enrolled in a minimum of 12 credit hours per semester.

12 Estate of Gustave Jones McFarland

In April 2019, Gustave Jones McFarland passed away leaving a portion of his estate to Coastal Bend Community Foundation. Born in Tulsa, Oklahoma he moved to Corpus Christi at age ten. He then joined the military in 1943 where he was part of the 188th Division 5th Army. Upon graduating with his Bachelor of Science in 1951 from The University of the South in Sewanee, Tennessee, he returned to work with his father as an oil and gas land broker in Corpus Christi. He was also the President of the Cuba Plantation Company, which his grandfather purchased in 1905. Gus revisited the plantation in 1946 before it was seized by Castro in 1959. Later in life, he married Margorie McNeill and they made many memories together. He was an avid reader, enjoying tapes from the Texas State Library Program and was a member of the Unitarian-Universalist Church of Corpus Christi, two of his other favorite organizations, which also received proceeds from his estate.

Mr. McFarland’s contribution will be utilized as part of CBCF’s annual grant awards, fulfilling his charitable effort to assist many nonprofit charities for years to come. This lasting legacy supports the Foundation’s mission to “improve the quality of life in the Coastal Bend.”

Creating a Lasting Legacy Unrestricted Giving

Gifts from wills, trusts, and retirement accounts present a wonderful Unrestricted gifts, such as that provided by Mr. McFarland’s Will, are very opportunity to leave a lasting legacy. valuable to any charity. For Coastal Bend Community Foundation, they allow grants to be made to meet the ever-changing needs of the Whether you want to support scholarships to ensure students have community at the direction of an independent and knowledgeable board access to a quality education or provide funds to support programs you of directors. care about, these gifts ensure that charitable organizations are sustained in the future. The Foundation has been fortunate over the years to receive a number of such gifts, allowing the funding of its Coastal Bend Day of Giving When making a gift plan, you gain financial and tax benefits for you and participation as well as its annual and special grants. your family while leaving a lasting legacy for your favorite nonprofit. Please reach out to Coastal Bend Community Foundation for information on gift strategies that can help you create your lasting impact in the Coastal Bend community. Did you know? According to the Blackbaud Institute, the average age of all people who give to charity is 64. 13 Coastal Bend Day of Giving

New Participating Charity Spotlight

Camp Aranzazu rejoined Coastal Bend Day of Giving (CBDG) in 2019 PARTICIPATING MATCHING raising over $75,400 for their mission of enriching the lives of children and adults with special needs and chronic illnesses by providing unique NONPROFITS FUNDERS camping, environmental education, and retreat experiences. 50 26 It is the only accredited facility of its type in the South Texas region, INDIVIDUAL MATCHING located on Copano Bay in Rockport, Texas. The barrier-free camp site DONATIONS FUNDS allows thousands of campers with different types of challenges to attend and enjoy traditional camping activities. 7,456 $950,000 AMOUNT RAISED $2,845,595 Thank You 2019 Matching Funders

Anonymous Donor 1 Larry & Pat McNeil Foundation Anonymous Donor 2 Blanche Davis Moore Foundation Anonymous Donor 3 Nueces Electric Charities, Inc. Coastal Bend Wellness Foundation joined CBDG in 2019. The over Anonymous Donor 4 Oxbow Advisors $48,700 raised has helped the organization take the lead in providing Anonymous Donor 5 Pazera Family Foundation health and wellness initiatives through treatment, awareness, Jennifer Bowen Prichard Family Foundation education, advocacy, and services. Coastal Bend Community Foundation Margaret Sue Rust Foundation Corpus Christi Medical Center for Rockport nonprofits CBWF was founded in 1986 as the Coastal Bend AIDS Foundation Buddy Herrin Legacy Foundation Fund Earl C. Sams Foundation becoming Coastal Bend Wellness Foundation in 2012 to better fit the LaVerne & Thomas Howell Foundation Susser Family Foundation array of services they now provide. These services include primary health John G. & Marie Stella Kenedy Memorial William T. Vogt & Lorine E. Vogt care, mental health services, substance abuse programs, infectious Foundation Charitable Foundation disease testing, and HIV/AIDS specific medical treatment and support Dr. & Mrs. Hugh Kennedy Foundation Gil & Dody Weaver Foundation services. Las Doñas Donors honoring 2019 Court Lawrence Wood Foundation 14 Morris L. Lichtenstein, Jr. Foundation Coastal Bend Community Foundation Statement of Financial Position, December 31, 2018

Assets Current Assets Cash and Cash Equivalents $749,875 Contributions Receivable 0 Prepaid Expenses 50,184 The Foundation’s 2018 Prepaid Federal Income Taxes 3,000 audited financial Total Current Assets 803,059 statements prepared by Investments 76,392,016 Furniture and Equipment, Net 3,731 Gowland, Strealy, Morales Total Assets $77,198,806 & Company, P.L.L.C., are available on our website. Liabilities and Net Assets Current Liabilities www.cbcfoundation.org Grants Payable $451,957 Accounts Payable and Accrued Expenses 4,221 Total Current Liabilities 456,178

Funds Held as Agency Endowments 6,535,204 Total Liabilities 6,991,382

Net Assets Unrestricted 3,003,748 Restricted 67,203,676 Total Net Assets 70,207,424 Total Liabilities and Net Assets $77,198,806

Coastal Bend Community Foundation Statement of Activities and Changes in Net Assets for the year Ended December 31, 2018

Unrestricted Restricted Total Support and Other Revenue: Support: The foundation also Contributions $106,768 $8,682,712 $8,789,480 receives income from Less Amounts Received for Agency Funds 0 (213,770) (213,770) approximately $1 million Net Support 106,768 8,468,942 8,575,710 not included in assets. Other Revenue/(Loss): Interest, Dividend, and Other Investment Revenue 1,241,191 1,410,963 2,652,154 ** Support expenses are the Less Amounts Received on Agency Funds 0 (159,785) (159,785) general operating expenses Realized and Unrealized Gains/(Losses) of the foundation. on Investments, Net (1,561,007) (2,530,253) (4,091,260) Less Amounts Received on Agency Funds 0 450,377 450,377 *** Program expenses are Net Other Revenue (Loss) (319,816) (828,698) (1,148,514) directly allocable to Net Assets Released from Restrictions 276,804 (276,804) 0 investments, investment fees, Total Net Support and Net Other Revenue/(Loss) real estate and mineral rights, and Net Assets Released from Restrictions 63,756 7,363,440 7,427,196 and expenses incurred by Operating Expenses: special project funds. Program 481,756 1,370,587 1,852,343 Support 650,652 0 650,652 Less Expenses Allocated to Agency Funds 0 (54,375) (54,375) Net Operating Expenses 1,132,408 1,316,212 2,448,620 Grants Awarded 1,333,656 9,063,948 10,397,604 Less Amounts Distributed from Agency Funds 0 (128,798) (128,798) Net Grants 1,333,656 8,935,150 10,268,806 Total Net Expenses and Grants 2,466,064 10,251,362 12,717,426 Federal Income Tax (Benefit) 0 0 0 Total Change in Net Assets (2,402,308) (2,887,922) (5,290,230) Net Assets, December 31, 2017 5,406,056 70,091,598 75,497,654 Net Assets, December 31, 2018 $3,003,748 $67,203,676 $70,207,424 15 555 N. Carancahua St., Suite 900 Corpus Christi, TX 78401 Nonprofit Org Phone 361-882-9745 US Postage BEE REFUGIO Fax 361-882-2865 Paid ARANSAS www.cbcfoundation.org Corpus Christi, TX Permit No. 513 Return Service Requested

SAN PATRICIO

JIM WELLS

NUECES

KLEBERG

The Coastal Bend Community Foundation has been giving back to the community since shortly after its formation in 1981. We assist donors to give grants and scholarships that help Coastal Bend residents improve their lives and the lives of the people around them. The Foundation looks to the future to better prepare for the growing needs of our ever-changing community. We have grown tremendously in the past 38 years thanks to the generosity of our donors. We plan to continue to grow and to give for as long as the community and our nonprofit partners need us.

Coastal Bend Community Foundation would like to recognize MDR for their generous in-kind donation to design this annual report.