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2019 ANNUAL REPORT Mission and Vision Board of Directors

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2019 ANNUAL REPORT Mission and Vision Board of Directors 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.
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