Celebrating 30 Years of Giving 3030More Giving, Smarter Investing, a Better Kansas City Vision Community dreams fulfilled through the power of philanthropy Mission To improve the quality of life in Greater Kansas City by increasing charitable giving, connecting donors to community needs they care about, and providing leadership on critical community issues Commitment to Diversity As the community’s foundation, we are committed to promoting equity and inclusion throughout the region we serve, and it is our obligation to model diversity and focus the community conversation on racial equity. “We make a living by what we get, we make a life by what we give.” SIR WINSTON CHURCHILL Introduction Thirty years ago, seven people who were passionate about making Kansas City a better place created what we now know to be the Greater Kansas ANNUAL REPORT 2007 City Community Foundation. The Community Foundation began when those seven individuals passed 3 INTRODUCTION a hat to collect a couple hundred dollars and some change. Now, more than 2,200 funds have joined our family of giving. By the end of 2007, 4 BOARD OF DIRECTORS our donors had given more than $1.25 billion to community causes in just three decades. 6 AFFILIATES If you want to give back to the place you call home, we encourage you 10 FINANCIALS to give us a call. We can help you do everything from organizing and automating your charitable giving to creating a giving plan that will last 17 DONOR STORIES for generations to come. 79 FUND LISTING We invite you to read through our annual report, which will give you a glimpse of the 30 years we have been serving people—just like you— 97 STAFF LISTING who want to make a difference. 99 APPENDIX 3 Board of Directors Greater Kansas City Community Foundation Chair Mr. Thomas M. Bloch Mr. Jonathan E. Baum Mr. G. David Gale Mr. Fred G. Mitchell Vice Chairman Chairman and CEO Gale Communities, Inc. President University Academy George K. Baum & Co. Mitchell Capital Management Vice Chair Mr. Michael J. Chesser Mr. Donald J. Hall, Jr. Mr. Joerg Ohle Ms. Anne St. Peter President and General Manager Founder Chairman and CEO President and CEO Bayer Corporation Animal Health Global Prairie Great Plains Energy Hallmark Cards, Inc. Division of North America Vice Chair Reverend Wallace S. Mr. William S. Berkley Mr. Carl L. Chinnery Hartsfield Mr. Robert D. Regnier President and CEO Attorney Metropolitan Missionary President Tension Envelope Corp. Chinnery Evans & Nail, P.C. Baptist Church Bank of Blue Valley Treasurer Mr. Byron Constance Mr. Michael R. Haverty Mr. Carlos Riojas Ms. Karen L. Daniel Of Counsel President CFO and Executive VP Stewart, Cook, Constance, Chairman and CEO Able Employment/ Black & Veatch Minton & White Kansas City Southern Riojas Enterprises Secretary Mr. E. Frank Ellis Dr. Jim Hinson Ms. Robin Sterneck The Honorable Peggy Dunn Chairman and CEO Superintendent Head of Commercial Mayor Swope Community Independence School Insurance Unit City of Leawood Enterprises District #30 Swiss RE Assistant Secretary Mr. Deryl W. Wynn Mr. Mark A. Ernst Ms. Laura McKnight Partner CEO President and CEO Greater Kansas City McAnany Van Cleave Bellevue Capital LLC & Phillips Community Foundation 4 5 B L A CKC O M M U N I TYF UND Board OF directors G. L. Blankinship, President Rev. Jimmie Banks Thelma Crawford Tammy Edwards Bennie Lewis Affiliate Foundations Board OF Directors Carl L. Chinnery, Chair Thalia Cherry G. David Gale Marlese Gourley Leslie High Dr. Syrtiller M. Kabat Bev Leonard Dr. Paula We serve the region through our Downtown Kansas City office as well as Livingston Dr. Charles H. McGraw Julius M. Oswald Arthur G. Ruiz Phillip through our affiliates throughout the region. We are many foundations Short Darrell Swofford Carolyn Watley John Wisniewski under one roof, and with the power of our combined resources, we make our communities better. Advisory Board Ramon Murguia, Chair Candace Colorado Michael Gonzales Robert Hernandez Alicia Melgoza-Caudillo Maria Mora Paul Rodriguez Carlos Salazar Sonya Salazar Beatriz Sanchez 6 7 Board OF Directors Lyle D. Pishny, Chair Pam Gradinger, Vice Chair Debby Ballard Mary F. Birch Anne Blessing Richard L. Bond Mack Bowen Enrique Board OF Directors Daniel Crabtree, Chair Owen Kross, Vice Chair Janet Chaurand Faye Davis Gregory M. Glore Mike Kelley Frank H. Kirk Audrey H. M. Blair, Former Chair Jo Adams Rosalyn Brown Enrique Chaurand Dr. Ray Langworthy Kevin Rauckman Robert D. Regnier Deborah M. Smith Jon Stewart Daniels Dr. Lisa R. Gonzales DDS Leigh Jackson Carol Marinovich Jackie Honorary Directors David M. Fowler James R. Hubbard Drue Jennings Lynn Suttington Patrick Warren Mitchelson David C. Wysong Board OF Directors Dub Steincross, Chair Kelley M. Martin, Vice Chair Board OF Directors Bill Zimmer, III, Chair G. David Gale, Vice Chair Allen Robert A. Pearson, Treasurer Fran Bussey, Secretary Rainey Crawford Block Byron Constance Thornton Cooke,II Vince Dasta Bob Johnson Whitney Andres Dominguez Chris Donnelli Diza A. Eskridge Robert K. Kirkland Kerr, Sr. Jerry Reece Charlie Sunderland Ronda J. Philpott, Honorary Member Fred G. Mitchell Ronald C. Mullennix Leisa Reid Jennifer Short Michael Short Linda D. Ward Angela Wasson-Hunt 8 9 Financials One of the best things the Greater Kansas City Community Foundation can do is to help a donor deepen his or her charitable passion. We always ask, “What is important to you? What would you like to see improved in your community?” In 2007, our donors answered those questions loud and clear. They suggested more than $195 million in grants to the community—that’s $3.75 million each week! Grants were given to more than 3,600 different nonprofits ranging from arts organizations to colleges and universities, churches, synagogues and many other charitable organizations in Kansas City and beyond. Individual grants ranged from $25 to multi-million dollar investments. The Foundation also welcomed 189 new donors to our family of giving, the largest number of individuals, families and corporations to open funds in a single year. We are excited to see so many new donors actively giving back to the community and we will continue to involve even more people—of all races and ages and our entire metropolitan area, north, south, east and west—in the joy of making a difference. 2007 Greater Kansas City Community Foundation AT A GLANCE Assets ...................................................$1,118,860,724 Affiliated Trust Assets ............................ $64,863,296 Total ....................................................$1,183,724,020 Contributions ........................................$189,014,176 Total Grant Expenditures ......................$196,001,068 Operating Expenses ...................................$6,498,585 10 TYPE OF RECIPIENT ORGANIZATION GRANTS BY GEOGRAPHICAL REGION RECEIVING GRANTS 15% Public & Social Benefit $27,333,971 6% Missouri 5% Religion $11,406,944 $9,322,526 5% Community Improvement $8,994,276 5% Kansas 3% Civil Rights $10,029,682 $5,945,692 2% Health & Science $4,180,539 5% Other Services $8,407,934 23% Education 16% Philanthropy & Volunteerism $42,418,922 $29,375,078 19% United States 70% Kansas City Metropolitan Area 26% Arts & Culture $33,346,069 $127,647,829 $46,451,586 TOTAL GRANTS $182,430,524 TOTAL GRANTS $182,430,524 Kansas City Metropolitan Area includes Clay, Jackson, Johnson, Platte and Wyandotte counties. Missouri includes all Missouri counties outside of the metropolitan area. Kansas includes all Kansas counties outside of the metropolitan area. United States includes all states other than Missouri and Kansas. 12 13 GRANTS BY FUND TYPE (INCLUDING AFFILIATED TRUSTS) TOTAL 2007 GRANT EXPENDITURES 1% Unrestricted Funds $1,130,000 4% Expenses on Behalf of Nonprofit Organizations $7,071,959 3% Operating Expenses $6,498,585 1.5% Connecting Donors $2,894,978 0.4% Community Investment $696,551 0.8% Donor Finance & Administration $1,710,358 99% Advised Funds 93% Grants 0.66% Increasing Charitable Giving $1,196,698 $182,430,524 $182,430,524 TOTAL GRANTS $183,560,524 TOTAL $196,001,068 Operating Ratio (Operating Expenses as a percentage of average assets) = 0.66% 14 Total Assets = $1,183,724,020 15 Donor Stories At the Community Foundation, we ask every donor, “What’s important to you?” That’s because what is important to our donors is what is important to us, whether a donor’s interest lies in the arts, education, the environment, animal welfare or any other charitable cause. Sometimes donors ask the Community Foundation for advice about smart charitable investments—investments that can leverage the greatest good for the future of our region. The Community Foundation engages in community leadership work for precisely that reason. The Community Foundation’s leadership work is based on the priorities articulated in the 2001 “Citistates Report” and the “Time to Get It Right” reports issued in 2005 and 2007. One of those priorities is strengthening the region’s urban education pipeline to prepare all of our children for success. If this is something that also is important to you, we certainly invite you to join us in this effort. In the 30 years since the Community Foundation was established, our donors have given more than $1.25 billion in grants to the nonprofit community. To celebrate our 30th birthday, we are sharing 30 stories about people who have carved out a place in their lives and hearts for charitable giving. We are grateful to all of our donors for making a difference in the community in their own unique ways. Thank you for making Kansas City a better place. 17 FROM COAST TO COAST: Nationally, an estimated $4.1 billion was granted by community foundations in 2007. IN KANSAS CITY: Among the 650 community foundations nationwide, your community foundation ranked 3rd for dollars given to the community in 2007. 1978 SEVEN FOUNDERS WITH A VISION GREATER KANSAS CITY COMMUNITY FOUNDATION FULFILLING DREAMS THROUGH CHARITABLE GIVING ur founders believed that philanthropy is the opportunityO and responsibility of everyone, not just a few.