32nd Annual Report to the Community JULY 2017–JUNE 2018 DEAR FRIENDS, The ancient Greek philosopher Heraclitus of Ephesus (c. 500 BC) is credited with saying “change is the only constant in life.” With these words, Heraclitus has successfully influenced the way that we look at, consider, embrace, reject, and celebrate change. The Community Foundation has been influencing change since 1986 by way of every donor’s vision and desire to transform and improve the community. In 2011, the board of trustees made an intentional decision to increase influence through strategic grantsmaking based on its Frederick County Human Needs Assessment. Now, in 2018, the Needs Assessment has been updated, and the influence for change continues as the outcomes are studied and strategic grantsmaking evolves as a result. “Influence for change” is only possible because of “U” and the way “U” see the future of Frederick County and its residents. “U” is the most important letter in the word “Influence” because “U” are the most important driver in the Community Foundation’s efforts to address the pressing needs in the community. The community’s efforts to influence change in FY2018 was evident by the 1,740 donors who made more than 3,400 gifts to one or more of 700 funds. Most gifts were added to our existing endowment that spends 5 percent of the annual market value in grants and scholarships. Grants benefitted more than 250 nonprofits, and nearly 300 students received scholarships for post-secondary education or trade and technical training. In addition to education, areas that were supported by grants included youth programs, elder care, historic preservation, health care, health and human services, those who were homeless or precariously housed, animal welfare, the environment, the arts, civic causes, and more. Thank you for your support in FY2018 and the confidence you placed in us as your charitable giving partner. The year of 2019 holds some unprecedented and exciting opportunities for all of us to not only influence change but also embrace and celebrate it. We look forward to sharing more about this with “U” in the coming year. It is For Good. Forever. For Frederick County. Kevin R. Hessler, CPA Thomas E. Lynch, III, Esq. Elizabeth Y. Day Immediate Past Chairman, Chairman, 2018-2019 President and CEO 2017-2018 2 The Community Foundation of Frederick County CONTENTS 6 Grants 38 Cornerstone Society 71 How to Start Your Own Fund 31 How to Apply for a Grant 41 Professional Advisor Council 76 Fund Performance 33 Scholarships 42 FY2018 Committees 77 Financial Highlights 33 How to Apply for a Scholarship 43 Community 78 Types of Funds Foundation Funds 35 Scholar Appreciation and 80 Sponsors Success Stories 32nd Annual Report to the Community 3 The Community Foundation Staff MISSION STATEMENT The Community Foundation is dedicated to connecting people who care with causes that matter to enrich the quality of life in Frederick County now and for future generations. Elizabeth Y. Day Tonyia Miller Gail Fitzgerald, Nancy Williford President and CEO Executive Assistant CPA, CGMA Accounting and Chief Financial Officer Technology Associate Christopher Kiley Laura McCullough Becki DeLauter Diana Fulchiron Accounting Associate II Director of Philanthropic Services Director of Philanthropic Services Associate Community Impact Alysa Munday Joyce Summers Lena Laug Community Impact Director of Marketing Administrative Associate Associate and Communications Elizabeth Y. Day [email protected] Tonyia Miller [email protected] Gail Fitzgerald, CPA, CGMA [email protected] Nancy Williford [email protected] Christopher Kiley [email protected] Laura McCullough [email protected] The Community Foundation Becki DeLauter [email protected] of Frederick County Diana Fulchiron [email protected] 312 East Church Street, Frederick, Maryland 21701 Alysa Munday [email protected] Phone 301-695-7660 Joyce Summers [email protected] Fax 301-695-7775 [email protected] Lena Laug [email protected] www.FrederickCountyGives.org 4 The Community Foundation of Frederick County EXECUTIVE COMMITTEE Kevin R. Hessler, CPA Thomas E. Lynch, III, Esq. Nancy Motter Thrasher Harry George, III James D. Summers, CPA Tod P. Salisbury Chairman First Vice Chairman Second Vice Chairman Secretary Treasurer Immediate Past Chairman Principal Principal President Retired Partner, Summers & Summers Retired Attorney LSWG CPAs Miles & Stockbridge, P.C. CBF Business Solutions, Inc. Hughes Network Systems CPAs, LLC TRUSTEES Alejandro Canadas, Ph.D. Colleen Chidester Stacey L. Collins Michael Cumberland Michael H. Delauter, Esq. Taitia L. Elliott Associate Professor Vice President, Business Vice President, Client Vice President Principal Community Volunteer of Economics Services Officer and Community Relations Keller Stonebraker Law Offices of Michael Mt. St. Mary’s University BB&T PNC Financial Services Insurance, Inc. H. Delauter, LLC Group, Inc. Tobias Gregory Amaris M. Little, DDS Ted Luck Rachel I. Mandel, M.D. Shabri G. Moore, M.S., Nicole Chafitz Orr President Dentist Retired Consultant CFP, AIF Distinguished Young Women CRW One Group, LLC Woodsboro Dental Hood College President Scholarship Program Moore Wealth, Inc. Gregory Powell, Ph.D. Gary L. Rollins Daniel J. Schiffman Daniel K. Tregoning, Esq. Principal Owner and CEO Wealth Management Advisor Attorney Powell Management Gary L. Rollins Northwestern Mutual Law Office of Daniel Resources Funeral Home K. Tregoning, P.C. 2017–2018 BOARD OF S TRUSTEES EMERITUS left to right: Charles V. Main, Donald C. Linton, CPA, TRUSTEES and W. Jerome Offutt, Esq. This honor was conferred Barbara K. Walker, CPA C. Matt Wiley upon these three men for their selfless dedication, Partner Retired extraordinary vision, and exemplary service to the MKS&H Bechtel Corporation Community Foundation. 32nd Annual Report to the Community 5 GRANTS Influencing change in FY2018 came in the form of nearly $4.3 million in grant distributions. Grants were made possible by generous donors through unrestricted, donor-advised, designated, field of interest, agency, and fiscal sponsorship funds. The following pages are a sampling of the grants provided that assisted hundreds of programs. Grants supporting health and human services, youth programs, the arts, historic preservation, agriculture, civic groups, and faith-based organizations, along with donors and the staffs and volunteers of nonprofits were the influence for change to improve lives in our community. 6 The Community Foundation of Frederick County $4.3M in FY2018 GRANTS n COMMUNITY $926,500 Civic and cultural organizations Faith-based organizations n CARING FOR PEOPLE $2,399,100 Elder care services Health and human services Strategic funding for basic human needs Strategic funding for health care n CHILDREN, YOUTH, EDUCATION $586,100 Educational programs Youth programs and projects Strategic funding for children and youth n THE ARTS $128,200 n PRESERVATION: HISTORIC AND ENVIRONMENTAL $70,600 Historic preservation initiatives Environment n AGRICULTURE AND ANIMALS $130,300 Agriculture Animal welfare 32nd Annual Report to the Community 7 GRANTS 1 Students at Monocacy Valley Montessori Public Charter School participated in urban gardening activities with the help of a grant from The Franklin and Bess Gladhill Fund for Agriculture Education. They studied soil chemistry, grew seedlings and watched root systems develop, and learned to plant. 1 2 3 3 Friends of Helen Smith, a well-known local Frederick artist, created a legacy to encourage children to explore and develop their artistic skills through The Helen L. Smith Scholarship Fund for Children and the Arts. Classes are offered through Delaplaine Visual Arts Education Center, with themes that teach about specific 2 This senior dog, Trixie, was posted for sale on a art styles, artists, and art periods. The classes are some community site with a note that she would be euthanized of the most popular offered by the Delaplaine. if no one bought her. A local person saw the ad and gave Trixie a new home. A grant from The Converse Family Endowment Fund provided to Frederick County Humane Society covered the veterinary care that Trixie needed to be successfully adopted. 8 The Community Foundation of Frederick County 4 The Kiwanis Club of Suburban 4 Frederick provided grants to many organizations throughout the year from The Kiwanis Club of Suburban Frederick Fund. Pictured here are representatives from SHIP, Frederick Community Action Agency, and Cub Pack 285 accepting their grants. 5 6 6 The first grant fromThe Frederick County Business Roundtable for Education Fund provided partial funding to the Youth Apprenticeship Maryland program 5 Grants from The Citizens Care & Rehabilitation Center in Frederick County to support apprenticeships for high and Montevue Assisted Living Fund and The Friends school juniors and seniors attending Frederick County of Citizens Care & Rehabilitation Center and Montevue Public Schools. Assisted Living Fund provided hand railings in the Memory Garden, increasing accessibility of the garden areas for memory care residents. In addition, two new pianos were purchased to enhance the music programs. 32nd Annual Report to the Community 9 GRANTS 7 Volunteers with the Chesapeake Bay Foundation planted hundreds 7 of trees creating a buffer between agriculture fields