ANNUAL REPORT 201 5 Our Mission Board of Directors

The Coastal Bend Community Foundation is a Aransas Directors Emeriti 501(c)(3) nonprofit corporation. The mission of Jan G. Anderson Paul R. Haas (1915-2008) the Foundation is to Jack W. Wright Patricia M. Eisenhauer

• Help meet the charitable and educational Bee Leadership needs, and enhance and improve the quality of Lou Adele May Susan E. Hutchinson, Chair life in the Coastal Bend area of Texas through William B. Whitworth William B. Whitworth, Vice Chair grants to charitable organizations Omar J. Leal, Secretary Jim Wells Ralph Gomez, Treasurer • Serve a wide variety of donors by providing a Ralph Gomez vehicle for the establishment of various types Clare Atkinson Wonders Foundation Staff of funds designed to serve their charitable Karen W. Selim, J.D. wishes Kleberg President & CEO Ricki W. Cunningham • Exercise leadership and advance the cause of Joe M. Henkel Beverly M. Harper, CPA philanthropy throughout the area Director of Finance Nueces • Solicit others to partner in providing increased Mike Carrell Susan B. Jackson giving to address the ever-growing needs of Dr. Robert R. Furgason Director of Grants the Coastal Bend. Judge Bobby Galvan Jonathan M. Hornblower Tracy M. Ramirez The Foundation was established in 1981 by the Susan E. Hutchinson Director of Communications Corpus Christi Chamber of Commerce with a Rumaldo Z. Juarez, Ph.D. donation from the Paul and Mary Haas Omar J. Leal Karen L. Wesson Foundation. Through additional donations and a Robert W. Maxwell Director of Scholarships history of stewardship, these assets have grown Henry “Hank” Nuss to over $71 million. The Foundation has given Leah Pagan Olivarri Committee Chairs over $93 million in grants to charitable Karen O’Connor Urban Joe M. Henkel, Audit Committee organizations and scholarships to students since it Jennifer B. Vogt Susan E. Hutchinson, Executive Committee was founded. The Foundation serves Aransas, Kathleen M. White Ralph Gomez, Finance Committee Bee, Jim Wells, Kleberg, Nueces, Refugio and San Jan G. Anderson, Grants Committee Patricio counties. Refugio Mike Carrell, Investment Committee Larry D. Aduddell Dr. Robert R. Furgason, Nominating Committee Nancy D. Linney Robert W. Maxwell, Scholarship Committee

San Patricio Laura M. Miller Jon R. Whatley

1 Over $71 million in assets 2015 Highlights

Over $823,000 307 funds THANK YOU! in annual grants awarded, managed on behalf to help local nonprofits of individuals, who assist those in great families, businesses need, provide cultural and Your contributions have educational experiences, and foundations or preserve our helped support many great environment causes in the community, improving the quality of $480,695 life in the Coastal Bend! in scholarships awarded, Almost to help 217 students with their college $250,000 endeavors in special grants awarded, to help 961 disadvantaged youth attend a $ 1,276,491 online donations summer camp NOV + 654,000 matching grant 2015 10 $ 1,930,491 raised for 40 local nonprofits to help our Coastal Bend neighbors

2 Message from the Board Chair

My view of philanthropy has evolved over the years – from the days as a child dropping money into Santa's red bucket to my current position as Chair of the Board of Directors of the Coastal Bend Community Foundation. But the constant has been my mission to identify and respond to others in need--and the needs have always been myriad. As an attorney who has specialized in estate planning in Corpus Christi for over 37 years, I have worked with clients who share my desire to help, but who are also concerned about being able to identify the greatest needs and to trust that their contributions will successfully address those needs. Aristotle said "To give away money is an easy matter and in any man's power. But to decide to whom to give it and how large and when, and for what purpose and how, is neither in every man's power nor an easy matter." The Coastal Bend Community Foundation is uniquely positioned to assist my clients and me by being constantly vigilant in vetting the organizations which make requests to fund their services – from those feeding the hungry, to caring for animals, to educating our children.

What I did not know before joining the Board six years ago was the work of the Foundation beyond collecting donations and funding grants. I have been involved with the Foundation's work in helping individual nonprofit organizations to be successful by providing counsel and support to make each Susan E. Hutchinson organization reach out even further towards its goals. And where else can you make a donation and Board Chair defer your decision about exactly when and how the funds will be dispersed among nonprofit organizations that will maximize the impact of your generosity?

I am obviously far from alone in my view of the Coastal Bend Community Foundation. The Foundation received donations totaling over $12.5 million in 2015 from people who appreciate the knowledgeable, experienced and accountable staff of the Foundation, the wise stewardship of the Foundation Board, and the unique opportunity to leave a legacy that will continue years beyond one person's lifetime.

Wherever you are on your philanthropic journey, I feel certain that you will celebrate your decision to let the Coastal Bend Community Foundation be your partner along the way so that you can, in the words of Theodore Roosevelt, "Do what you can, with what you have, where you are." All-you-can-do is all that matters!

3 Message from the President and CEO

By the time you read this letter, the Coastal Bend Community Foundation will be starting its 35th year. In August, 1981 the Foundation received its tax exempt status from the Internal Revenue Service, allowing it to accept and receipt charitable donations made to benefit the people and communities of the seven counties of the Coastal Bend of Texas. During this time, much has been accomplished with the gifts given. You will read in these pages some of the milestones achieved. But this is a job that is never done.

This past year, our special grant, “Kids Go to Camp” was a great success, allowing almost 1,000 low-income and at-risk children to attend some of the great experiential summer day camps offered in our region. We believe opportunities to explore and experience the arts, animals, biology, engineering, science, writing, and environment can spark educational and creative interests in students who might not otherwise be exposed to them. Who knows, maybe the next Picasso or Albert Einstein will be from the Coastal Bend and have attended a summer camp? We are fortunate to announce “Kids Go to Camp II” for the summer of 2016, thanks to the positive feedback we received from both the nonprofits and the students who attended. You can see more about “Kids Go to Camp” later in this report.

In 2015, total donations to the Foundation reached an all-time high, over $12.5 million. Grants and Karen W. Selim scholarships made from all funds totaled over $7 million. These amounts reflect a four-fold and two-fold President & CEO increase respectively over 2009 and prior years. Finally, on a personal note, I am now well into my sixth year at the Coastal Bend Community Foundation. Those of you I know well have heard me say that I have the best job in Corpus Christi! That is because of you – our founders, board of directors and past directors, current and past donors, foundation partners, nonprofit grantees, my CEO predecessors, our great staff, and other friends – together we are able to work together to improve the quality of life in the Coastal Bend. If you would like to help in this work, or if we may provide assistance to you in your charitable giving plans, please call me.

4 Re-accreditation Affirms Commitment Association of Fundraising Professionals – to Excellence Coastal Bend Chapter Honors Coastal Bend Community Foundation On June 5, 2015 the Coastal Bend Community Foundation received re-accreditation for the next five years with National Standards for U.S. On November 18, 2015, the Coastal Bend Community Foundation Community Foundations®. This accreditation, signified by the Seal received a $1,000 donation from the Association of Fundraising shown here, indicates that the Coastal Bend Community Foundation Professionals – Coastal Bend Chapter at its Annual National Philanthropy meets the highest standard for philanthropic excellence. The Foundation Day Luncheon. The guest speaker at the luncheon was former Coastal first received National Standards accreditation in 2008. Bend Community Foundation board member, Barbara Canales of The Ready or Not Foundation. She spoke about the need for collaboration and The process of earning the National Standards designation is arduous. partnership among local charities to achieve local philanthropic goals. The program requires community foundations to renew their accreditation by updating their policies for donor The $1,000 contribution from the Association of Fundraising Professionals services, investments, grantmaking and administration. – Coastal Bend Chapter will be used for the matching funds for the 2016 Coastal Bend Day of Giving, as it represents the collective impact We have worked hard to do good in our seven-county discussed at the National Philanthropy Day Luncheon. Thank you service area, and we will continue to work with our donors Association of Fundraising Professionals – Coastal Bend Chapter! to achieve their charitable goals. National Standards ensures that we have policies in place for financial stability and longevity, affirming our continued commitment to our donors, grantees and community. In short: We are a proven place to give.

Strengthening the Nonprofit Community

On September 1, representatives from eight local nonprofits participated in an engaging webinar led by Karen Osborne, internationally renowned fundraising expert. Attendees learned strategies and ideas on how to implement a plan to develop a board and/or a cadre of volunteers for their organization. The webinar was generously funded by a grant from the Blanche Davis Moore Foundation.

The webinar is part of a series that will be offered, implementing techniques to strengthen the nonprofit community. Stay tuned for more information on upcoming webinars and how you can sign up to attend. Did You Know?

According to “Giving USA,” charitable giving in 2014 reached an all-time high of more than $358 billion. 5 2015 Grants | Grants $6,587,737 | Scholarships $480,695 | Total $7,068,432

Over $1 million Church of the Good Shepherd George West Ecology Project International New Life Refuge Ministries Friends of the Museum of Science and History Citizens Promoting Medical Excellence (OATH) Episcopal Church of the Advent Presbyterian Children's Homes and Services Coastal Bend Wildlife Education Program First Baptist Church Rockport Reach Ministries $100,000 - $999,999 Congregation Beth Israel First United Methodist Church of Portland Texas Robstown Area Historical Commission, Inc. Corpus Christi Metro Ministries Corpus Christi Literacy Council Friends of the Library Rotary Foundation of Rotary International First United Methodist Church Corpus Christi Driscoll Children's Hospital Devel. Fdn., Inc. Girl Scouts of Western Washington Sacred Heart Catholic Church Food Bank of Corpus Christi Hammons Educ. Leadership Programs, Inc. (HELP) Good Samaritan Community Services Samaritan Pantry Good Samaritan Rescue Mission Immaculate Heart of Mary Catholic Church Gulf Coast Humane Society San Patricio 4-H Council Nueces County Incarnate Word Academy K Space Contemporary Seagull Sports Kingsville Symphony Orchestra KBTC Association Serra International Foundation $50,000 - $99,999 Make-A-Wish of the Texas Gulf Coast, Inc. Kleberg County Adult Literacy Council Seton Healthcare Ark Assessment Center & Emerg. Shelter for Youth Make-A-Wish of Central and South Texas KUOW Puget Sound Public Radio Texas Surf Museum Asbury United Methodist Church Our Lady of Guadalupe Church LiftFund, Inc. The Cattery Boys & Girls Club of Corpus Christi, Inc. Ronald McDonald House Char. of Corpus Christi, Inc. MD Anderson Cancer Center The Rise School of Corpus Christi, Inc. Catholic Charities of Corpus Christi, Inc. Sea City Work Camp, Inc. Narrows View Intermediate PTA Theater Action Project Corpus Christi Symphony Society, Inc. South Texas Botanical Gardens & Nature Center Neighbors Offering Animals Hope (NOAH) Univ. of Texas Health Science Center at Houston Foster Angels of South Texas Foundation South Texas Institute for the Arts People Assisting Animal Control University of the Incarnate Word GROW Local South Texas Southwestern University Pierce County Library Foundation Upbring HALO-Flight, Inc. Spaulding for Children Respite Care of San Antonio, Inc. USO of South Texas Mission of Mercy, Inc. Special Olympics Texas, Inc. (Area 2) Ring of Champions Volunteer Services Council of the CC State School NewLife Behavior Ministries St. Luke's United Methodist Church Rob & Bessie Welder Wildlife Foundation Wesley United Methodist Church Odyssey After School Enrichment Program St. Patrick's Catholic Church Rockport Art Association, Inc. Youth and Family Alliance Peewee's Pet Adoption World & Sanctuary, Inc. Still Water Christian Ministries San Patricio Adult Literacy Council, Inc. Salvation Army Taft Blackland Museum, Inc. Seattle Aquarium Society $1,000 - $2,499 South Texas Public Broadcasting System, Inc. Texas A&M University - Kingsville Fdn., Inc. Sinton for Youth Corp. Agape Fellowship and Training Center of Ingleside Texas Tennis Success, Inc. Texas A&M University-Corpus Christi Fdn., Inc. South Texas Lighthouse for the Blind Fdn. American Heart Association Texas A&M University - Corpus Christi Texas Parks & Wildlife Foundation Southwest Sports Foundation Aransas County ISD Texas State Aquarium Association Texas Veterans Land Board St. Andrew's by the Sea Catholic Church Baylor University Timon's Ministries Triumph Over Kid Cancer Foundation St. Anthony Catholic Church Buccaneer Commission Foundation Women's Shelter of South Texas USS Lexington Museum on the Bay St. Luke's Foundation Canvas for Cancer Windsor Park Baptist Church St. Mary's Charter School Cathedral Concert Series, Inc. $25,000 - $49,999 YMCA of the Coastal Bend Texas A&M University - Kingsville City of Alice Alice Volunteer Services Youth Odyssey, Inc. Texas A&M Foundation Coastal Bend Troop Support, Inc. American Red Cross-Coastal Bend Texas Sealife Center Combined Jewish Appeal of Corpus Christi Aransas County Council On Aging $5,000 - $9,999 Texas Wildlife Association Foundation Corpus Christi Downtown Revitalization Alliance, Inc. Beeville Vineyard, Inc. ACCESS, Inc. The Good Sam. Ministries of Refugio County Corpus Christi Pregnancy Center, Inc. Big Brothers Big Sisters of South Texas Aim For Success Tri County Christian Service Center Corpus Christi Tennis Association CASA of Kleberg County Ann Richards School Foundation Tuloso-Midway ISD Education Fdn., Inc. Diocese of Corpus Christi CASA of the Coastal Bend Aransas County ISD Education Foundation United Way of the Coastal Bend, Inc. Equestrian Order of the Holy Sepulchre of Jerusalem Charlie's Place ARK Advocacy University of Montana Foundation First Baptist Church Children's Advocacy Center of the Coastal Bend Austin Area School for Dyslexics, Inc. Weavers of Love Gladney Center Coastal Bend College Foundation Barnabas Connection Woodsboro Family Center Greater Austin First Tee Communities In School Corpus Christi, Inc. BCFS Health and Human Services World Relief Corp. of National Association of Evangelicals Habitat for Humanity International, Inc. Corpus Christi Hope House, Inc. Bee County Adult Literacy Council, Inc. YMCA of Pierce and Kitsap Counties Habitat for Humanity of San Antonio, Inc. Corpus Christi Museum of Science & History Bee County Historical Society, Inc. Jewish Community Council of Corpus Christi Del Mar College Foundation, Inc. Beeville Concert Association, Inc. $2,500 - $4,999 Kairos Prison Ministries International Family Counseling Service Beeville Youth in Action Animal Medical Clinic Kiwanis International Focus Foundation Behavioral Health Center of Nueces County Any Baby Can of Austin, Inc. Mount St. Scholastica, Inc. Harbor Playhouse Company Bishop Community Services/Brown Bag Camp Aranzazu, Inc. Pet Assistance Assn., Inc. Kids Get Fit Bobwhite Brigade Capital Area Food Bank of Austin Texas, Inc. Piecemakers By the Bay Quilt Guild Lead First Foundation of Corpus Christi Texas Boys & Girls Club of Refugio County Centerpoint Chapel Prism Environmental Group, Inc. DBA The Labyrinth Company Mary McLeod Bethune Day Nursery, Inc. Burke Foundation Charity League Ronald McDonald House Charities of San Antonio Texas Micah Project, Inc. CARE USA Church of the Good Shepherd Episcopal Safe Place Mission 911 CHRISTUS Spohn Health System Devel. Fdn. City of Portland San Antonio Area Foundation Mother Teresa Shelter, Inc. Citizens for Educational Excellence, Inc. Commemorative Air Force Sisters of the Holy Names of Jesus and Mary Palmer Drug Abuse Program Corpus Christi, Inc. City of Corpus Christi, Parks & Rec Dept. Corpus Christi Area Council for the Deaf, Inc. Society of the Body of Christ Rockport-Fulton Good Samaritans, Inc. City of Taft Corpus Christi Chamber of Commerce Fdn. South Texas Children's Home Ministries Wenholz House Clarity Child Guidance Center Corpus Christi ISD South Texas Substance Abuse Recovery Svcs, Inc. Wesley Community Center Coastal Bend Bays & Estuaries Program, Inc. Festival of the Arts Southern Methodist University Young Life Coastal Bend Council of Governments George West Storyfest Association St. Bartholomew's Episcopal Church YWCA of Corpus Christi Coastal Bend Kidney Foundation, Inc. Girl Scouts of Greater South Texas St. James Episcopal School of Corpus Christi, Inc. Coastal Bend Wellness Foundation Global Missions Project St. Jude's Children's Research Hospital $10,000 - $24,999 Coastal Plains Community Center Goodwill Industries of South Texas, Inc. St. Mark's School of Texas American Cancer Society Community Action Corporation of South Texas Humane Society of Aransas County St. Stephen's Episcopal School Art Community Center of Corpus Christi Connections Individual and Family Services, Inc. It's Your Life Foundation (IYLF) Texas A&M University Association of Former Students Boy Scouts of America, Pacific Harbors Council Corpus Christi Area Heritage Society Joe Barnhart-Bee County Library, Inc. Texas Tech University Health Sciences Center Boy Scouts of America, South Texas Council Corpus Christi Chamber Music Society, Inc. Junior Achievement of the Coastal Bend Victoria ISD Education Foundation Boys & Girls Club of Alice Corpus Christi Education Foundation Kids in Distressed Situations, Inc. (KIDS) Women's & Men's Health Services of the Coastal Bend, Inc. Boys & Girls Club of Beeville, Inc. Covenant Baptist Church Kleberg County Arts Commission World Radio Network, Inc. Boys & Girls Club of Kingsville, Inc. Craft Training Center of the Coastal Bend Murfreesboro Cemetery Fund Boys & Girls Club of Taft E.C.F. Community Center National Audubon Society, Inc. Child & Adult Resource Center Earth Ministry Neighborhood Centers of Corpus Christi 6 New Scholarship Funds Remarks from the CBCF Scholarship Committee Chair London PTO Scholarship “The challenges of college life are not only academic but also involve Established for the first graduating class of London ISD, this minimum learning to live on your own independently. $500 scholarship is offered to graduating senior(s) of London ISD. The number of awards and scholarship amount may vary. Student(s) are I strongly recommend that you not allow yourself to succumb to “group required to be enrolled in an accredited institution and have a 2.0 GPA think”, but rather make well-reasoned and wise choices of your own. or higher on a 4.0 scale. Applicants who receive full scholarships from If you think and act in a responsible way, your college years will be a other sources may not be eligible. Six 2015 graduating seniors were rewarding and wonderful experience. each awarded a $1,650 scholarship. In all likelihood there will never be another time in your life when you will Mirador Employee Scholarship Fund enjoy more independence than during your college years.

Established for Mirador employees, this scholarship will be awarded For many of you this will be the first time in your life that you will be living annually. Applicants must have worked at Mirador for at least 52 weeks away from home, which means daily choices are made by you. prior to applying and must remain employed while receiving the Secondly, you have not begun your life’s work and therefore, are not scholarship, which can be used at a traditional college or trade school. burdened with the demands that come with career building. And lastly, you are single and therefore have no spousal responsibilities. Chances are after college you will gladly undertake these responsibilities that are the traditional pathway to a fulfilling life. In short, enjoy the journey but remember your college years are the means by which you will achieve your goals and aspirations.” -Bill Maxwell, Board Member 2015 Scholarship Brunch Speaker

Scholarship Applications Deadlines CBCF offers nearly 50 scholarships via one combined online application in the “Scholarships” tab on the website www.cbcfoundation.org. ONLINE Scholarship applications are accepted annually, December 15 – March 1. Over 50 INDIVIDUAL Scholarships are also offered via an application process specific to the organization or donor who provides the scholarship and recommends the recipient(s). The scholarships have varying deadlines and paper applications identified on the website. Please visit www.cbcfoundation.org for more details. 7 2015 Special Grant – Kids Go to Camp! Camps & Scholarships (most had multiple sessions):

Art Center of Corpus Christi – 34 K Space Contemporary – 17 Add over 900 Coastal Bend youth and 17 locations to June, July and August, mix Art Center/Wildlife in Focus – 30 Summer Sports & Wellness Program – 90 well, and you have “Kids Go to Camp!” The Foundation’s 2015 Special Grant Art Museum of South Texas – 30 TAMUCC South Texas Unmanned awarded almost $250,000 to area nonprofits to enable underserved children to Beeville Youth in Action – 70 Aircraft Systems – 20 have the summer camping experiences many of us still remember fondly. Botanical Gardens & Nature Center – 52 TAMUCC Young Authors Writing – 32 Coastal Bend College Power to Choose – 80 TAMUCC Outdoor Education – 17 To share a few snippets of this summer’s excitement: Corpus Christi Museum of Science & History – 154 TAMUK Bridges to Success – 25 Del Mar College Kids College – 88 Texas Maritime Museum – 8 • “It’s like Disneyland!” declared one camper upon arrival to one of the Art Harbor Playhouse – 140 Texas State Aquarium – 74 Center of Corpus Christi’s four camps. • At Harbor Playhouse, the kids loved performing, especially the boys! • Building salt powered robots? Designing video games? Done and done at Coastal Bend College’s camp “Power to Choose”. • Meanwhile, at Texas A&M - Corpus Christi, twenty students spent a week learning to code commands for Unmanned Aircraft Systems (aka drones) and guide the quadcopters, both manually and autonomously, through a complicated obstacle course. In addition to giving the children life-changing experiences, the nonprofits themselves saw rewards. Many intend to broaden their scholarship and youth programs, and use newly discovered volunteers. Cheryl Votzmeyer, Education Coordinator of K Space Contemporary noted, “As the parents witnessed the impact …, they came forward offering to help. Further, they inquired about adult workshops since they saw how much fun their camper experienced.” Improving the quality of life sometimes means broadening horizons for entire families. As Dianna Bluntzer, Director of the Art Center remarked, “They learned that this is a family friendly, free for everyone every day, sometimes messy, sometimes loud place to see art. Studies have shown that low income individuals generally feel that the arts are “for the rich, not for them” and exclude themselves. The families who came to camp learned they are definitely welcome here.” Because of the generosity of our donors, including those who wish to remain anonymous, seeds of change are planted.

My Favorite Place My favorite place to be is by the ocean. I like to sit on sandy rocks and draw the sun setting on a windy day while the seagulls are gliding above the surface of the sea. People walking by while I move my feet in the soft dry sand. A fish swims by its slippery scales sparkle and glimmer brighter than the shining stars. Karina Ybarra, Age 10 – TAMUCC Young Author’s Writing Camp 8 Rewarding Outstanding Achievers

FEATURED SCHOLARSHIP RECIPIENT: FEATURED GRANTEES:

Jose Angel Puente The Coastal Bend Community Foundation has long supported Coastal Bend donors by awarding grants from their funds to various nonprofits according to their wishes. One Thanks to the generosity and vision of area donors, many of the Foundation’s newest funds, the John and Augusta Doan Charitable Advised outstanding local students are helped each year to achieve Fund, will begin awarding grants in 2016 to up to nine nonprofits, including several their educational dreams with scholarship assistance. Many located in the Coastal Bend (see Miss Doan’s story on page 13). contribute now and after graduation to the well-being of their communities. Jose Angel Puente shares his story as one of the 2015 scholarship recipients. In 2015, the Foundation awarded a total of $42,500 in Annual Grants to four of the area nonprofits on Miss Doan’s list: Dyslexia, ADHD, homelessness, lack of material things, broken family and bullying Del Mar College Foundation (2) $ 12,500 did not stop this young man from becoming who he is today. Never forgetting his Salvation Army of Corpus Christi $ 5,000 mother’s sage advice, “Hecha le ganas a la escuela hijo, eso es lo unico que te va Texas A&M University – Corpus Christi (3) $ 20,500 ayudar, para que tengas un bueno futuro,” (Attend school with great desire, YWCA of Corpus Christi $ 5,000 because this is the only way to help you have a better future), Jose feels as though he took high school more seriously than his peers. “Perseverance and planning are These grants were awarded for programs that enrich our community – igniting interest the keys to fulfilling one’s dreams.” He started his high school career with a couple in STEM and music in youth, providing for adult education, and enabling underserved of advanced classes and added more each year, taking as many Advanced youth and families to reach for higher goals. Placement classes he could. Not only did he increase the difficulty of his coursework It is interesting to note that the fifth grant ever awarded by the Foundation, on June every year, he also raised his grades every year. In addition to the constant support 20, 1983, was to Corpus Christi State University, now Texas A&M University – Corpus of his mother, Jose attributes his success to his involvement in the AVID program Christi, through a donor directed fund. Over the thirty plus years since that grant, during his middle school years. AVID stands for Advancement Via Individual these four nonprofits and hundreds more have received over $93 million in awards Determination, and his counselor believes he is a “poster child for them, now a through the generosity of donors like Miss Doan. Whether the grants educate, strong, confident, handsome and very driven young man.” provide enjoyment of the arts, preserve our environment or assist the needy, all have served the Foundation’s mission to improve and enhance the quality of life in the Jose was active in the Key club at W.B. Ray High School and several other clubs as Coastal Bend. well as volunteering personally at CHRISTUS Spohn Hospital Emergency Room and Physical Therapy Department and at a Nursing and Rehab Center. Jose says the experiences he learned doing this type of volunteer work have been helpful in formulating his plans to become an Emergency Room Physician, and that he will always want to volunteer in some capacity – during college and after graduation.

Currently Jose is completing his freshman year at Texas A&M University – College Station. Though during his first year Jose experienced more than the usual common freshman life realities of adjusting to being away from home, living with a roommate and pursuing independence, his resilience shines through. “Going through obstacles in my first semester in college is not going to stop me from achieving my goals because I love being an Aggie! I can’t express how being part of the Aggie family brings joy to my heart. I love waking up and listening to the band practicing, watching the Corps of Cadets march, going to the football games, the traditions, and studying very late at night. Without your help I wouldn’t be there 9 today enjoying all of Texas A&M. I truly thank you.” Coastal Bend Community Foundation 2015 Agency Endowment Funds Advised Funds Fund Name An advised fund is a charitable giving vehicle administered by a Public AIM Hospice Center Charity, such as Coastal Bend Community Foundation. Aransas County ISD Education Foundation Art Center of Corpus Christi An advised fund is established to manage charitable donations on behalf Art Museum of South Texas of an individual, family, or organization. Bethune Day Care Boy Scouts of America, South Texas Council As with all gifts to the Foundation, an advised fund may be funded with CASA of the Coastal Bend cash or appreciated securities. Corpus Christi Hope House The donor individual, family or organization recommends charitable Corpus Christi Metro Ministries grants from the advised fund to the Foundation, which the Foundation Corpus Christi State School then considers for approval, provided the grantee is an IRC Section Corpus Christi Symphony 501(c)(3) organization. Food Bank of Corpus Christi Friends of the Conner Museum Donations to an advised fund are income tax deductible in the year in HALO-Flight, Inc. which the donation is made to the Foundation. Harbor Playhouse Kingsville-St. Gertrude Church and School The recommended grants to charitable grantees may be made at any Nueces County MH-MR Community Center time; they do not have to be made in the year in which the donation to Rio Grande Valley Museum the advised fund is made. Rockport Art Association An advised fund is created with use of a short, standardized gift Rotary Club of Corpus Christi agreement, making it a low cost, easy-to-establish alternative to the Sinton Rotary Club – Tom F. Ivey & James F. Tracy, Sr. Funds creation of a private foundation. South Texas Botanical Gardens & Nature Center South Texas Public Broadcasting An advised fund does not have annual payout rules and does not file its Youth Odyssey own annual tax return or secure an audit as a private foundation would. YWCA of Corpus Christi Recommended grants cannot be used to benefit the donor, e.g. fulfill the donor’s pledge, pay tuition, purchase auction items, pay for meals at fundraising functions, pay dues or buy tickets to events. New Disaster Relief Fund The Coastal Bend Disaster Recovery Group recently opened a fund to assist Coastal Bend residents with long term recovery needs after Did You Know? Presidentially Declared Federal Major Disasters. The group is comprised For a birthday, anniversary or other occasion, of organizations already at the forefront of disaster planning and a donation to the Coastal Bend Community assistance. The President, Pastor Beth Tatum of Mathis United Methodist Foundation in honor of the event will be Church noted, “We’re excited to have a means in place for area residents recognized to the celebrant with a special card. to donate for the next big ‘one’.” You can make donations online by going to our website www.cbcfoundation.org and “donate” tab.

10 NOV Thanks to 7,309 donations, including yours, $1,930,491 2015 10 will support the neediest of our Coastal Bend neighbors!

The seventh annual Coastal Bend Day of Giving was again one for the record books! We far outreached our goal of $1.75 million. Thousands of our neighbors will be touched by the donations, which will help provide them clothing, food, shelter, medication and other necessities to improve the quality of life in the Coastal Bend. We cannot give enough thanks to the 21 matching funders for providing the $654,000 matching grant, the donors for their great generosity, our media sponsors KIII TV and Corpus Christi Caller - Times, digital and media supporter Morehead Dotts Rybak, and other social outlets for promoting the event to the community. The 40 participating nonprofits also did a tremendous job publicizing the event and getting the public to participate through various fundraising efforts on behalf of the organizations such as rummage sales, bake sales and even a portion of one day’s restaurant sales were donated. This year’s event could not have been possible without the generous support of the Coastal Bend community!!! New this year, was a much improved and more robust donation website. The new design allowed donors to view information about each participating nonprofit including pictures and videos on branded landing pages. Also new was the feature to preschedule donations and the ability to use an electronic check as a form of payment. Many positive responses were received about the new site and features. We are currently working on modifications for next year’s event. Mark your calendar for the eighth annual Coastal Bend Day of Giving, November 15, 2016! A Few Charities Weigh In My vocabulary isn’t rich enough to express our gratitude for the results of yesterday’s Coastal Sincere thanks to each of you at the Community Foundation for making this happen. Thanks to Bend Community Foundation’s Day of Giving. our matching sponsors and to our amazing donors! This huge show of community support is great financially and so reassuring to know that our community stands with us in helping the less We knew that some of the new features added this year would result in reaching more people, fortunate and strengthening our community one person at a time! but we had no idea how deep the generosity would be. Blessings to all, Thank you for creating this one day giving opportunity, and for what I am sure have been Nancy Wesson-Dodd untold hours of planning and implementation. Your efforts speak to genuine love for this YWCA community and to finding ways to serve our neighbors in greatest need. We are honored to On behalf of some very happy, but still zombies at Good Sam, thank you from the bottom of our be part of this event. hearts! I can't imagine how the CBCF feels the morning after. We were totally spent, but so God Bless You! extremely excited and pleased. CiviCore was incredibly user-friendly. Congratulations to all of our Patty Clark fellow nonprofits. There is great power in team building, and this drive really helps to facilitate Corpus Christi Metro Ministries that among us nonprofits. I looked back at our stats from the first year, and I couldn't believe We have grown to expect a high level of organization, support and results from the how much this has grown since then. Community Foundation, but this year you have completely amazed us! Thank you so much for including Good Sam again this year. We have many donors in the The goal of $1.75 million was blown by like it was nothing! lower blue-collar population, and this campaign really empowers them to feel that they are making a huge difference, and they DO. Please pass our gratitude and appreciation on to your staff, volunteers and certainly the God bless each of you! donors who support you and all the organizations that work to make the Coastal Bend the Carole Murphrey amazing place it is! You have our sincere appreciation for standing alongside us in service, Good Samaritan Rescue Mission Major Terry Ray, Regional Commander The Salvation Army Our sincere appreciation also goes out to everyone at CBCF! What an incredible success and how fortunate to be associated with such a group of amazing people. We ask God's continued blessings on the Foundation and also on all the nonprofits. What a GRAND day! The Coastal Bend once again opened its heart and shared with those less fortunate. We were humbled by the generosity shown. God's blessings, Bonnie Whitley Again, many heartfelt thanks go to KIII TV for putting faces and voices Alice Volunteer Services to the charitable beneficiaries of the Coastal Bend Day of Giving. Your highlighting of these organizations and those they serve made the $1,930,491 raised possible! 11 Over $7.3 Million Donated in the Coastal Bend!

In November 2009, nine area Foundations initiated a COASTAL BEND DAY OF GIVING, a matching gift program in response to the need for food and shelter in the Coastal Bend. Additional, even more successful Days of Giving have been held every year since then. The seven events, each only 24 hours in duration, have raised over $7.3 million for nonprofits providing basic services to the needy, 26% of the total was raised in 2015 alone.

$2,500 Since 2009

Match • Funders have increased from 9 to 21 & $2,000 Donations matching funds have increased from $1,930 $150,000 to $654,000. Total $1,500 $1,568 All amounts in thousands • Nonprofits have increased from 25 to 40 $1,254 $1,269 & the match has grown from $6,000 to $16,350. $1,000 $1,003 $873 $824 $690 • Individual donations have increased $630 $500 $412 $563 $565 $654 414% to 7,309. $422 $429 $430 $260 $310 $152 $208 $261 • The total raised has increased 368% to $- $1,930,491. 2009 2010 2011 2012 2013 2014 2015

Fight Hunger, Support Children, Improve Health, Reduce Homelessness – Right here in the Coastal Bend

34,000 75% Area residents Of donations were impacted by $100 or less in every donations through event since 2009 – the Coastal Bend introducing new Day of Giving in donors to 2014. philanthropy.

• Participating nonprofits are able to raise significant funds at very low cost. • Strengthens nonprofits through new donor and volunteer recruitment. • Achieves greater impact than possible with individual donations. 12 Legacy Giving: Olga Elene Doan

In August 2013, Miss Olga Doan, a long-time resident of Corpus Christi, Texas passed away at the age of 97. She was the older of two daughters of John and Augusta Doan and graduated from Corpus Did You Know? Christi High School. Her professional career was spent working for Humble Oil, later known as Exxon Corporation. Donor or Charitable advised funds are established by donors who wish An avid collector of antiques, never married, no children and surviving not only her parents, but her to actively participate in the sister, Miss Doan determined to benefit charitable endeavors, predominantly in her community. Several grant-making process. Individuals charitable bequests were made outright from her estate with the remainder, $5.6 million, coming to the who establish a donor or charitable Coastal Bend Community Foundation in early 2015. advised fund recommend charitable projects or organizations they want The Foundation’s agreement with Miss Doan is to conduct a competitive annual grant application to support. It is easy to give to process to benefit nine organizations, among them: multiple nonprofits through a donor or charitable advised fund. CBCF’s • American Red Cross – Coastal Bend Texas Chapter board of directors is legally • Del Mar College Foundation responsible for approving all grants. • Habitat for Humanity – Corpus Christi • Salvation Army of Corpus Christi • Shriner’s Hospitals for Children - Houston • St. Jude Children’s Research Hospital – Memphis • Texas A&M University – Corpus Christi Foundation • Women’s and Men’s Health Services of the Coastal Bend ADVANTAGES TO USING • YWCA of Corpus Christi DONOR ADVISED FUNDS The Foundation’s Grants Committee will award grants based on the organization’s demonstration of • Easy to establish with minimum need. The first Doan grants will be awarded in March 2016. We will report to you how Miss Doan’s contribution requirement of annual grants are distributed and used by the charities. $10,000 • Enables tax-efficient charitable giving • Tax-free investment growth • No need to staff and operate a Did You Know? foundation • Ability to name successors A Donor Advised Fund can be established with an appreciated asset and not only provide the • Simplified record-keeping; no need donor with a current charitable contribution deduction, but escape the payment of capital gains to manage individual receipts taxes on the appreciation. The Donor Advised Fund will then be available to make future • One of the most cost-effective donations to qualified charities. charitable giving vehicles (low fees)

13 Coastal Bend Community Foundation Statement of Financial Position, December 31, 2014

Assets Current Assets Cash and Cash Equivalents $66,021 Contributions Receivable 2,334,423 Prepaid Expenses 39,429 The Foundation’s 2014 Prepaid Federal Income Taxes 1,408 audited financial Total Current Assets 2,441,281 statements prepared by Investments 70,666,429 * Furniture and equipment, net 8,189 Kirk, Monroe Total Assets $73,115,899 & Klostermann, L.L.P. are available upon request Liabilities and Net Assets or on our website Current Liabilities Grants payable $496,729 www.cbcfoundation.org. Accounts payable 17,001 Total Current Liabilities 513,730

Funds held as agency endowments 5,990,367 Total Liabilities 6,504,097

Net Assets Unrestricted 5,409,980 ** Temporarily restricted 26,724,057 *** Permanently restricted 34,477,765 Total Net Assets 66,611,802 Total Liabilities and Net Assets $73,115,899 Coastal Bend Community Foundation Statement of Activities and Changes in Net Assets for the Year Ended December 31, 2014

Unrestricted Temp Restricted Perm Restricted Total Support and Other Revenue: Support: *The foundation also receives Contributions $181,751 $7,800,844 $1,472,766 $9,455,361 income from approximately Less amounts received for Agency Funds 0 (550,659) 0 (550,659) $1 million not included in Net Support 181,751 7,250,185 1,472,766 8,904,702 assets. Other Revenue/(Loss): Interest, dividend, and other investment revenue 1,183,840 805,250 975 1,990,065 * ** Support expenses are the Less amounts received on Agency Funds (114,114) (114,114) general operating expenses Realized and unrealized gains/(losses) of the foundation. on investments, net 1,360,725 6,293,177 7,653,902 Less amounts received on Agency Funds (300,823) (300,823) *** Program expenses are Net Other Revenue (Loss) 2,544,565 6,683,490 975 9,229,030 directly allocable to Net Assets Released from Restrictions 1,486 (42,924) 41,438 0 investments, investment Total Net Support and Net Other Revenue/(Loss) fees, real estate and mineral and Net Assets Released from Restrictions 2,727,802 13,890,751 1,515,179 18,133,732 rights, and expenses Operating Expenses: incurred by special project Program 562,711 831,602 1,394,313 *** funds. Support 618,018 618,018 ** Less expenses allocated to Agency Funds (44,756) (44,756) Net Operating Expenses 1,180,729 786,846 0 1,967,575 Grants Awarded 887,154 5,755,329 6,642,483 Less amounts distributed from Agency Funds (93,045) (93,045) Net Grants 887,154 5,662,284 6,549,438 Total Net Expenses and Grants 2,067,883 6,449,130 0 8,517,013 Federal Income Tax (Benefit) 0 0 0 0 Total Change in Net Assets 659,919 7,441,621 1,515,179 9,616,719 Net Assets, December 31, 2013 4,750,061 19,282,436 32,962,586 56,995,083 Net Assets, December 31, 2014 $5,409,980 $26,724,057 $34,477,765 $66,611,802 14 615 N. Upper Broadway, Suite 1950 Nonprofit Org Corpus Christi, TX 78401 US Postage BEE REFUGIO Phone 361-882-9745 Paid Corpus Christi, TX ARANSAS Fax 361-882-2865 Permit No. 513 www.cbcfoundation.org

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 34 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.