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2007 Annual Report
To Provide Leadership On Community Solutions, And Foster Philanthropy
That Connects People Who Care With Causes That Matter
For Good. For Ever.
The Community Foundation of Broward is
a public nonprofit governed by a volunteer board and managed by professional staff.
Through charitable Funds created by donors, we have distributed approximately
$35 million to the community since our establishment in 1984.
MissionTo provide leadership on community solutions, and foster philanthropy that
connects people who care with causes that matter.
VisionThe quality of life for others will be improved through philanthropy as donors
choose the Community Foundation of Broward as their premier partner for
community investing.
ValuesInTegrITyWe practice ethical behavior, using best practices for the greatest accountability.
QualITy We maintain the highest level of donor stewardship and provide exceptional customer service.
InClusIvenessWe seek out new ideas, diverse leadership and community-wide engagement.
FlexIBIlITyWe adapt to the changing needs of the community with win-win solutions.
eFFeCTIvenessWe are results-oriented and committed to making a difference.
About the
Foundation
To the Community 5
Board of Directors 6
leadership 8
grants 10
Foster Philanthropy 14
Connect 20
Professional advisors Council 22
Charitable Funds 24
People Who Care 28
Donors 30
Community Builders 32
legacy society 33
Causes That Matter 34
nonprofit resource Center 36
Financials 38
Committees 41
staff & advisors 42
Table of
Contents
3
m
4
assets increased by
23%$81 million$5 million awarded
in 555 grants to nonprofits
$9,909average grant size
added 22 new funds that have already distributed
$236,000 in grants
more than 700 proposals were reviewed which represents
440 hours of community research and analysis
to
Highlights 2007
5
This year, our annual report is a celebration of our mission statement. We live our mission every day. It guides our work, it is our reason for being. We have put together some compelling examples for you to read. stories that demonstrate our vision of a better quality of life for the residents of Broward County. stories that reflect our mission to provide leadership on community solutions and foster philanthropy that connects people who care with causes that matter.
leadership on Community solutions - thoughtful leadership is critical for a community. This year we: • Continued work on behalf of children transitioning out of the foster care system, bringing our eight year total to $1.5 million granted to programs that provide solutions for these once forgotten youth. • Were selected as one of 30 Community Foundations nationally to develop strategies to harness the energy of retiring baby boomers for the public good.
Foster Philanthropy - philanthropy and its effects on Broward are present in every conversation that we have. This year we: • received $9 million in new gifts. • Were honored by eight future estate gifts that will serve our community in perpetuity.
People who Care - we are fortunate to be surrounded by people who care. This year we: • added 22 new Funds to our growing family of 350 that address all aspects of the Broward community. • Benefited from more than 1000 hours of expertise and advice that were volunteered by community leaders to help us further our mission.
Causes that Matter - a myriad of causes, all being addressed through grants and programs, make Broward a better place for all of us. This year we: • awarded 555 grants totaling $5 million to the community. • addressed aging, aIDs, academics, animals, alzheimer’s, autism, and advocacy – all issues – and just the “as” through grants to more than 200 organizations.
We wish to express our great appreciation to you, the Broward community. It is your generosity and your desire to live in a vibrant place that enables us to fulfill our mission. The Community Foundation of Broward is proud to be an integral part of our community. For Good. For Ever.
linda B. CarterPresident/CEO
Christine l. lambertusChairman, Board of Directors
To TheCommunity
Steve Hyatt is vice president of corporate development for autonation and a graduate of leadership Broward. He serves on the local board of the Boy scouts of america and chairs the south Florida Wake Forest university alumni association.
Judith M. Thiel recently served as chair of Women in Distress and currently serves on the board of trustees. she is actively involved with Habitat for Humanity and is personally responsible for the construction of four homes. Judy is a board member and past chair of the Women’s league of Hillsboro Beach.
Christine L. Lambertus has practiced law with lambertus & lambertus, Pa in Fort lauderdale for more than 20 years and is a member of the estate Planning Council and Planned giving Council of Broward. she is immediate past chair of the Broward Public library Foundation and serves on the Broward Community College Foundation board.
Richard A. Berkowitz is managing director of Berkowitz Dick Pollack & Brant. He serves on the statewide board of Take stock in Children, the Jewish Federation of Broward County and the greater Miami Chamber of Commerce. richard is a member of the Council of the american Institute of Certified Public accountants and is past world president of the International group of accounting Firms.
Albert J. Miniaci is president/founder of Paramount vending, Inc., and president of lifeworks entertainment llC, an international film production company. He serves on several boards, including st. Thomas university, and the Boys and girls Clubs of Broward County. albert also is a director of the alfred & rose Miniaci Foundation.
Rita Case is vice president/COO of the rick Case automotive group, which operates 14 dealerships in three states. rita and her husband, rick, have been active in local organizations for more than 20 years. They are major supporters of the Boys and girls Clubs of Broward County, including the Davie facility named in their honor.
Bernie Fernandez is chief executive officer of Cleveland Clinic Florida. Originally from Havana, Cuba he specializes in vascular medicine. He is a member of the editorial Board for the journal Periphery and a manuscript reviewer for the Journal of Vascular Medicine and Biology. Bernie is also board member of the Boys & girls Clubs of Broward County.
Leslie C. Tworoger is an assistant professor of management at nova southeastern university’s H. Wayne Huizenga school of Business and entrepreneurship. she serves on the board of Childnet. leslie was recently selected as chairman of the Community Foundation of Broward 2008 Board of Directors.
Frank E. Helsom retired as CeO of Bessemer Trust. He formerly served as president of Templeton Investment Counsel. a chartered financial analyst, he is a board member of the Museum of art Fort lauderdale and has been a member of the Broward Workshop and chairman of the Florida Humanities Council.
Jan R. Cummings is president of JCII, lTD. she serves on the Memorial regional Foundation board and previously served as a trustee of Broward Community College where she was also on the board of the foundation. Jan is a former member of the Broward County school Board and was president of the Florida school Boards association as well as a national school district consultant.
Raymond Leightman is president of northern Trust Bank, na for Broward County. He serves on the boards of the Broward Performing arts Foundation, the Jewish Federation of Broward County and the Museum of art Fort lauderdale.
Holly Bodenweber is president of the Hudson Family Foundation. she serves on the boards of the Museum of art Fort lauderdale, young at art Children’s Museum and Diamond angels at Joe DiMaggio Children’s Hospital Foundation. she is also a founding and current board member of Funding arts Broward.
Board of DirectorsThe Community Foundation of Broward is governed by community leaders who serve on a volunteer
Board of Directors. With business acumen and thoughtful insight, they establish policy, oversee financial
management and enable the Community Foundation to further our mission. Pictured from left to right:
6
Katherine M. Eggleston is vice president of the Business exchange network. she serves as president of Broward Chapter of The links and on the board of the american Cancer society. Kathy was a founding board member of Deliver the Dream and the south Florida Black Public relations society.
Richard L. Engberg is vice president/general manager of WsFl-Tv Miami/Fort lauderdale. He is responsible for all aspects of the Tribune-owned television station. rich serves on the boards of the Florida association of Broadcasters and the Boys and girls Clubs of Broward County.
Charles L. Palmer is president and managing general partner of north american Company, lllP, the gore family holding company, and chairman/CeO of subsidiary sea ranch Properties, Inc. He founded Heizer Corporation and co-founded north american Funds. Charlie is a board member of the Broward Performing arts Foundation and the Performing arts Center authority.
Barbara R. Castell served as Cablevision Magazine’s group vice president/publisher and as vice president of marketing for the Disney channel. she is past president of Women in Cable and is vice chairman of the Museum of art Fort lauderdale.
J. Kenneth Tate is a principal of TKO apparel, Inc., a leading international apparel conglomerate and Tate Development Corporation, a major south Florida real estate developer. He is a member of the boards of nova southeastern university and Kids In Distress.
Frederick L. Hicks is director of information technology for the Children’s services Council of Broward. He chairs the Tri-County Digital Divide Committee for the Internet Coast of Florida and the Broward Information network and also is a member of the One Broward Committee.
Linda Gill* is managing member of gill Family Holdings. she serves on the boards of nova southeastern university and Broward Workshop. In 1993, she was the first woman to chair the greater Fort lauderdale Chamber of Commerce. Florida Trend recognized linda as one of the Most Influential Floridians in 2004.
Robert B. Judd* is a shareholder and member of the gunster, yoakley & stewart, P.a. litigation and Private Wealth services Departments. He is president of the Josephine s. leiser Charitable Foundation, Inc. and serves on the Broward Performing arts Center Foundation board. robert is a member of the executive Council of the real Property, Probate and Trust law section of the Florida Bar.
Raymond C. Southern* is division chief executive officer of Balfour Beatty Construction. He serves as an executive committee member for the university of Florida M.e. rinker sr., Hall school of Building Construction advisory Council. ray is a board member of Broward Workshop, Broward alliance Investor’s Council, enterprise Florida, Inc. and agC south Florida Chapter.
Elaine Vasquez* is co-owner of El Heraldo de Broward, the first local bilingual newspaper. Through her multicultural communications company, latin Power, she produces events that annually raise millions for a range of causes. a gubernatorial state appointee to Council for education Policy research and Improvement and the governor’s Mansion Committee, she has been recognized with numerous awards for her community service.
suzanne allenW. george allenelliot B. Barnett*James J. BlosserFrancis B. Brogan Jr.anthony Brunsongale M. ButlerD. Keith CobbJan C. CrockerWard J. Curtis*shaun M. Daviselizabeth C. Deinhardt*John B. Deinhardtlouise F. DillPatricia Dumontleonard l. Farber*george e. gadsonDaniel e. gordonWilson B. greaton Jr.Howard greenbergBarbara greviorWilliam gundlachsteven J. Halmosrobert J. Henninger Jr.David W. HorvitzWilliam D. Horvitz*Walter e. HowardMarti Huizengaedwin a. HustonJoseph e. Jacknona l. JonesThomas O. KatzPatricia r. Kearns
steward r. Kester sr.Marsha O. levyHerschell gordon lewisJack r. lovinganne B. MacleanPatricia l. MahaneyMark r. MallerJohn McKeonH. Kent Merglervirginia I. MillerJoseph r. MillsapsChris MobleyJan MoranThomas P. O’Donnellgordon Oliver*arlene PecoraCarlos J. reyesMary riedelleonard robbinssally J. robbinsroy rogersBarbara rotiJohn W. ruffin Jr.Maria T. sanjuanWilliam l. shillingtonChristopher l. smithgeorge F. sullivanWilliam F. sullivannorman D. TrippJose B. valleJohn M. Walshsteven H. Woods
*Deceased
Executive CommitteeMembers
Former Board Members
Christine l. lambertus, Chairman leslie C. Tworoger, Vice Chairman Frank e. Helsom, Secretary steve Hyatt,Treasurer Jan r. Cummings, At Large raymond leightman, At Large
* not Pictured
7
2
Leadership
8
“Angelina” was placed in foster care at age four. She lived with five different families in ten years, dropped out of school twice and finally ended up at The Haven, a residential, support and mentoring program for foster kids. Today, Angelina is a junior at the University of North Florida.
22
How many times did you call home when you were 18? Car out of gas. Overdrawn bank account.
girlfriend broke up with you. you called home because you knew that there
was someone on the other end who cared. someone you could count on. now,
imagine not having had that.
Hundreds of children transition out of the foster care
system in Broward each year as they turn 18. If you look a bit closer you find
that 46% of them did not have a high school diploma, 25% of them had been
homeless and 42% of them were parents themselves. eighteen year old children
were without parents and without a net. They needed a voice.
They needed an advocate.
We first learned this in 1999. We immediately went to work. We met with
these young people, we identified the gaps. We needed to understand what their future would be if we did not get involved. We convened
the community. We brought together other funders and nonprofits, civic groups
and government agencies. Together, we created a plan.
This is not an issue with easy or inexpensive answers. In the eight years that we
have been working towards solutions, more than 10,000 hours and $1.5
million has been dedicated to helping these young people. and we’re all still
working on it. Today though, these children do have resources, they do
have a net and they do have a voice.
9
Animal WelfareTotal $115,232
Sawgrass Nature Center Coral Springs based Sawgrass Nature Center received a $9,000 grant for their “Critters Matter” program that educates the community through many avenues about owning and taking care of “less than traditional” pets. Their goal is to make sure that the “right pet” is with the “right person”.
abandoned Pet rescue$20,000
animal Birth Control for Broward$10,000
avery County nC Humane society$1,500
Feline rescue$6,900
Florida Humane society$2,192
Humane alternative$4,000
Humane society of Broward County$60,140
The Humane society of Watauga County, nC$1,500
sawgrass nature Center and Wildlife Hospital$9,000
Art & CultureTotal $266,020
ArtServe The EcoArt program received a $10,000 grant to educate Broward elementary school students on five different art forms and five different ecological issues. Fourteen Broward artists work with small groups of children after school to teach techniques and create works of art that reflect the environment.
artserve$10,000
ashanti Cultural arts & enrichment$10,000
Bonnet House Museum & gardens$2,000
Broward County Film society $1,893
Broward Performing arts Foundation$1,000
City Theatre$5,000
Fantasy Theatre Factory$15,000
Florida grand Opera$7,500
Florida youth Orchestra$14,260
Friends of Wlrn$60,957
gold Coast Jazz society$7,411
Master Chorale of south Florida$11,786
Miami City Ballet$5,575
Museum of art$7,651
Opera guild of Fort lauderdale$5,151
south Florida Jazz$17,000
south Florida art Institute$1,120
stranahan House$12,601
symphony of the americas$10,303
WPBT Communications Foundation$26,731
Wxel-FM$17,497
young at art of Broward$15,584
Grants
10
The following is a list of grants made this year. These gifts include grants awarded by the Community Foundation, Donor advised grants and distributions from agency endowments. Only grants of $1000 or more are listed.
Animal WelfareTotal $115,232
Sawgrass Nature Center Coral Springs based Sawgrass Nature Center received a $9,000 grant for their “Critters Matter” program that educates the community through many avenues about owning and taking care of “less than traditional” pets. Their goal is to make sure that the “right pet” is with the “right person”.
abandoned Pet rescue$20,000
animal Birth Control for Broward$10,000
avery County nC Humane society$1,500
Feline rescue$6,900
Florida Humane society$2,192
Humane alternative$4,000
Humane society of Broward County$60,140
The Humane society of Watauga County, nC$1,500
sawgrass nature Center and Wildlife Hospital$9,000
Art & CultureTotal $266,020
ArtServe The EcoArt program received a $10,000 grant to educate Broward elementary school students on five different art forms and five different ecological issues. Fourteen Broward artists work with small groups of children after school to teach techniques and create works of art that reflect the environment.
artserve$10,000
ashanti Cultural arts & enrichment$10,000
Bonnet House Museum & gardens$2,000
Broward County Film society $1,893
Broward Performing arts Foundation$1,000
City Theatre$5,000
Fantasy Theatre Factory$15,000
Florida grand Opera$7,500
Florida youth Orchestra$14,260
Friends of Wlrn$60,957
gold Coast Jazz society$7,411
Master Chorale of south Florida$11,786
Miami City Ballet$5,575
Museum of art$7,651
Opera guild of Fort lauderdale$5,151
south Florida Jazz$17,000
south Florida art Institute$1,120
stranahan House$12,601
symphony of the americas$10,303
WPBT Communications Foundation$26,731
Wxel-FM$17,497
young at art of Broward$15,584
Capacity BuildingTotal $150,000
The following organizations completed 4100 hours of coaching and training through our Nonprofit Resource Center and created an action plan that will take their organization to the next level. The Community Foundation of Broward is proud to invest in these plans.
alliance for Families with Deaf Children$10,000
Broward alliance for neighborhood Development $10,000
Caresource$10,000
Family Central$10,000
First Call for Help of Broward$10,000
The Haven$10,000
Jubilee Center of south Broward$10,000
Mount Bethel Human services Corporation$10,000
Old Dillard Museum$10,000
Peer Center$10,000
Positive Images enterprises$10,000
The salvation army$25,000
second Chance society$10,000
sunshine social services/sunserve$10,000
Women in Distress of Broward County$10,000
Civic EngagementTotal $970,787
Broward Smart Growth PartnershipThe Partnership was awarded $5,000 to address sustainability issues in Broward County. The Partnership stresses that there must be a willingness to change old ideas and add new solutions to the mix. The South Regional/BCC Library is the first, of hopefully many, LEED certified building in the county.
alma Foundation$10,420
american Civil liberties union of Florida$50,000
Broward smart growth Partnership$5,000
equality Florida$150,000
Family Central$9,944
Fort lauderdale Beach rotary Foundation Fund$10,000
Fort lauderdale Power squadron$28,250
Fort lauderdale rotary Club$10,000
land Trust for Tennessee$5,000
legal aid service of Broward County$159,273
lgBT Community Center of new york$1,122
national Conference for Community and Justice$20,034 navy league of the united states$30,154
rotary Club of Ft. lauderdale south$28,250
stonewall library & archives$423,400
students Helping achieve Philanthropic excellence$10,000
volunteer action Center of Broward County/volunteer Broward$10,000
11
Sheryl Swartzle, TLC Engineering for Architecture
Education & Literacy$810,423
Russell Life Skills Reading FoundationThe Foundation received $10,000 to address children’s literacy in Broward. Terrell Lucas is one of the young people that it serves after school. Terrell worked with a reading coach three times a week for two years. And, last year on the reading portion of his FCAT test, he received a perfect score.
alliance for Families with Deaf Children$10,000
Berea College$1,000
Bethany Christian school$1,470
Broward Community College Foundation$11,500
Broward Public library Foundation$26,870
Cypress run alternative education Center$1,500
english speaking union - Ft. lauderdale Branch$5,151
Florida atlantic university Foundation$14,500
Florida Ocean sciences Institute$34,157
Fountain of life International Ministries$5,000
Friends of the Broward County library$5,151
Hillel: The Foundation forJewish Campus life$1,000
International seaKeepers society$25,000
IT Women Charitable Foundation$8,350
Jack & Jill Children’s Center$55,007agency endowment Distribution
Maimonides-shalom academy$7,750
Mcnab elementary$5,387
norcrest elementary$2,555
north Broward Preparatory school$179,258
nova southeastern university$98,664agency endowment Distribution
Ocean reef Foundation$1,000
Palmview elementary$1,500
Pompano Beach elementary$1,500
Pompano Beach Middle school$1,500
riverland elementary school$1,501
russell life skills and reading Foundation$10,000
schott Memorial Center$8,000
siena Heights university$1,000
st. andrew’s school of Boca raton$50,000
st. gregory the great Catholic school$5,000
st. Thomas aquinas High school$35,867
students united with Parents & educators to resolve Bullying$6,000
Tedder elementary$1,364
united negro College Fund$2,500
university of Dayton$10,000
univerisity of Florida$2,000
university of Miami$4,500
Women of Tomorrow Mentor & scholarship Program$10,000
youth automotive Training Center$155,704agency endowment Distribution
Grants
12
Terrell Lucas and two of his heroes.
Education & Literacy$810,423
Russell Life Skills Reading FoundationThe Foundation received $10,000 to address children’s literacy in Broward. Terrell Lucas is one of the young people that it serves after school. Terrell worked with a reading coach three times a week for two years. And, last year on the reading portion of his FCAT test, he received a perfect score.
alliance for Families with Deaf Children$10,000
Berea College$1,000
Bethany Christian school$1,470
Broward Community College Foundation$11,500
Broward Public library Foundation$26,870
Cypress run alternative education Center$1,500
english speaking union - Ft. lauderdale Branch$5,151
Florida atlantic university Foundation$14,500
Florida Ocean sciences Institute$34,157
Fountain of life International Ministries$5,000
Friends of the Broward County library$5,151
Hillel: The Foundation forJewish Campus life$1,000
International seaKeepers society$25,000
IT Women Charitable Foundation$8,350
Jack & Jill Children’s Center$55,007agency endowment Distribution
Maimonides-shalom academy$7,750
Mcnab elementary$5,387
norcrest elementary$2,555
north Broward Preparatory school$179,258
nova southeastern university$98,664agency endowment Distribution
Ocean reef Foundation$1,000
Palmview elementary$1,500
Pompano Beach elementary$1,500
Pompano Beach Middle school$1,500
riverland elementary school$1,501
russell life skills and reading Foundation$10,000
schott Memorial Center$8,000
siena Heights university$1,000
st. andrew’s school of Boca raton$50,000
st. gregory the great Catholic school$5,000
st. Thomas aquinas High school$35,867
students united with Parents & educators to resolve Bullying$6,000
Tedder elementary$1,364
united negro College Fund$2,500
university of Dayton$10,000
univerisity of Florida$2,000
university of Miami$4,500
Women of Tomorrow Mentor & scholarship Program$10,000
youth automotive Training Center$155,704agency endowment Distribution
ElderlyTotal $58,607
Silver ImpactSilver Impact was awarded $5,500 to take seniors with mental disabilities on “field trips” and teach them photography skills. Armed with cameras, small groups of seniors and their expert guides visit the beaches, the everglades and local parks to capture images that catch their eye.
Broward County Community Development/Broward Housing solutions$5,000
Broward Homebound Program$5,000
Broward Meals on Wheels$5,000
Broward Partnership for the Homeless$5,200
Daniel D. Cantor senior Center$4,039
Florida atlantic university Foundation$4,760
gateway Community Outreach$2,000
Madison Community Foundation $20,108
silver Impact$5,500
united Jewish Community of Broward County$2,000
Enrichment ActivitiesTotal $450,833
The Center for Independent LivingThe Center received $10,000 for their High School/High Tech program that serves young people with physical disabilities. Students from area high schools got to visit the NASA Space Center, the Astronaut Hall of Fame and Merritt Island Wildlife National Park. They learned about future careers as environmental scientists and astronauts and participated in experiments while they were there.
ann storck Center$12,500
Boys and girls Clubs of Broward County$77,528
Broward Children’s Center$7,029
Broward Community College Foundation$10,000
Center for Independent living of Broward$10,000
Children’s Home society of Florida$18,000
Christian Children’s Fund$3,000
girl scouts of Broward County$19,446agency endowment Distribution
glsen (gay, lesbian, straight, education network) south Florida$10,000
Harmony Development Center$10,000
Junior achievement of south Florida$15,116
Junior league of greater Fort lauderdale$1,429agency endowment Distribution
leadership Broward Foundation$20,502
Make-a-Wish Foundation of southern Florida$7,800
Museum of Discovery and science$192,655agency endowment Distribution
new Horizon Community Development Corporation$10,000
Pace Center for girls$9,241
ronald McDonald House of Fort lauderdale$5,641
s.W.I.M.s. Foundation$10,000
save the Children Federation$3,000
special Olympics Florida$5,000
yMCa$2,446
13
2
giving back, community involvement, and
the importance of family are values that rose Miniaci and her husband
alfred celebrated. and, it often was expressed in their commitment to
philanthropy. This year, rose established the rose Miniaci
Family Fund at the Community Foundation of Broward to instill these values in her family for generations. she chose the
Community Foundation as her partner because it created a permanent
vehicle that will keep her family together and empower them to
give back to the community. The partnership provides the Miniaci family
with Foundation staff to aid in research, due diligence of nonprofits,
grantmaking performance and to handle all the administrative work –
leaving her family with the fun part of grantmaking. Through
her Fund, rose has a permanent charitable vehicle for the Miniaci family,
fostering her value of philanthropy forever.
Foster Philanthropy
14
2214 15
Grants
16
Foster CareTotal $169,976
Foster CareAll of the grants in this section were made to assist young people, ages 18 – 23, as they transition out of the foster care system. Programs are designed to provide support and teach skills to assist them in becoming successful citizens. For more information on the Community Foundation of Broward’s work in this area please turn to page eight.
Childnet$10,000
Helping abused neglected Dependent youth (HanDy)$65,000
The Haven$10,000
Kids In Distress$10,798
Kids@Home$10,000
Museum of Discovery and science$27,678
sOs Children’s villages Florida$16,500
united Way of Broward County$20,000
HealthTotal $465,562
The Boggy Creek Gang The Boggy Creek Gang received $48,603 through a combination of donor advised gifts and an agency endowment distribution to provide scholarships for seriously ill children to go to camp. At Camp Boggy Creek, they can just be “normal kids”. Campers go hiking, learn camp craft and prank neighboring cabins. The main purpose of Boggy Creek is to “forget what you have”.
achievement & rehabilitation Centers$10,000
Boca raton Community Hospital Foundation$1,400
The Boggy Creek gang$48,603
Brave Kids$5,000
Caresource$2,584
Chai-lifeline$2,885
Diabetes research Institute Foundation$7,000
easter seals south Florida$3,159
elizabeth H. Faulk Foundation/Center for group Counseling$179,360agency endowment Distribution
epilepsy Foundation of south Florida$10,000
Florida elks Children’s Therapy services$28,250
The Foundation Fighting Blindness$5,000
gilda’s Club of south Florida$5,000
Henderson Mental Health Center$10,986agency endowment Distribution
Holy Cross Hospital$16,222agency endowment Distribution
Hospice Care of southeast Florida$2,500
Joe DiMaggio Children’s Hospital Foundation$5,000
league for the Hard of Hearing - Florida$2,500
The leukemia and lymphoma society- southern Florida Chapter$35,000
lighthouse of Broward County$30,750
national Multiple sclerosis society - south Florida Chapter$6,690agency endowment Distribution
north Broward Hospital District$12,053agency endowment Distribution
Project Orbis International$5,000
richard David Kann Melanoma Task Force$5,000
royal Dames of Cancer research$2,154
south Beach aIDs Project$4,427
starlight starbright Children’s Foundation- Florida $1,000
Washington Hospital Center Foundation$1,000
yMCa of Broward County$13,668
Health:HIV/AIDS PreventionTotal $199,684
Grants with an asterisk (*) were awarded in partnership with The National AIDS Fund, the Elton John Foundation, and Bristol/Myers/Squibb to promote prevention education of HIV/AIDS. For more information on
the Community Foundation of Broward’s
work in this area please turn to page 34.
*american red Cross Broward County Chapter$30,127
*Broward County Health Department$42,433
*Broward House$32,000
Footsteps in the sand award$4,400
*Hispanic unity of Florida$50,000
The Pet Project $4,724
Place of Hope Foundation$6,000
*Planned Parenthood of south Palm Beach & Broward Counties$10,000
*red Hispana Florida$10,000
Tuesday’s angels$10,000
Human ServicesTotal $632,540
Horses and the HandicappedHorses and the Handicapped, located in Coconut Creek, was awarded $10,000 to further its mission to provide therapeutic horseback riding and equine activities for children and adults with physical, cognitive, and emotional difficulties. Their newly installed “experience trail” is already showing marked results in children with emotional disabilities.
abraham Fund$1,000
Broward House$44,000
Broward Partnership for the Homeless$13,143
City of lighthouse Point$15,000
The Cooperative Feeding Program$26,000
Covenant House Florida$5,904
Daily Bread Food Bank$11,638
Disabled american veterans Chapter 40$28,250
exchange Club of Pompano Beach Charitable Foundation$19,010
Family resource Center of south Florida$10,000
First Call for Help of Broward$10,520
Florida Introduces Physical activity & nutrition to youth (FlIPany)$10,000
Food for the Poor$2,000
Habitat for Humanity of Broward$28,500
17
Human Services ContinuedHealthy Mothers-Healthy Babies Coalition of Broward $10,000
Hope Outreach Center$1,304
Horses and the Handicapped of south Florida$10,000
Interns for Peace$2,000
Junior Welfare society$5,648
lutheran services Florida$5,371agency endowment Distribution
Miami rescue Mission$5,000
nonviolent Peaceforce$42,965
Planned Parenthood of south Palm Beach & Broward Counties$40,238
robert r. McCormick Tribune Foundation$10,250
The starting Place$5,930
susan B. anthony recovery Center$10,000
switchboard of Miami$2,000
united Way of Broward County$148,316agency endowment Distribution
Women in Distress of Broward County$93,553agency endowment Distribution
Religious OrganizationsTotal $152,958
archdiocese of Miami Development Corporation$2,500
Broward C. H. a. I. Center/Chabad of south Broward$1,800
Calvary Chapel Church$1,000
Campus Crusade for Christ$6,000
Christ Church school$1,000
Christ Church united Methodist$11,546
Church by the sea$2,576
Congregation Ohab Zedek$1,000
Cross International Catholic Outreach$2,000
First Presbyterian Church of Fort lauderdale$15,651
Jewish Federation of Palm Beach County$1,800
Kesher l.D.$1,800
Key life network$6,000
King’s academy$6,000
national Council of young Israel- Hollywood/Ft lauderdale$2,407
northern Palm Beach County Jewish Community Center$3,300
notre Dame Provincial Center$1,000
Palm Beach gardens Christ Fellowship$20,000
Presbyterian evangelistic Fellowship$3,474
salant Foundation$5,000
search Ministries$6,000
st. vincent DePaul society, st. David’s Conference$1,304
Talmudic College of Florida$10,250
Temple Kol ami$10,000
Torah Ore seminary$18,000
united Jewish Community of Broward County$3,800
The Wisconsin Institute for Torah study$1,500
yad l achim Peylei Israel$1,500
yeshiva Toras Chaim of greater Miami$3,000
Grants
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ScholarshipsTotal $ 66,722
Barry Universityerin Mcnamee
Benedict CollegeTony Jones
Berklee College of Musicadrianna Zakrzewski
Boston Universityamanda sacino
Broward Community CollegeManu BarnesCindy ChaifetzBridgel Chludinskyraul CondeIsabel ContrerasFervina CookCarlos Duranalva Duranaudry evansewie eyzaguirreTrudi Fosternora garysharon graceyCeleste goldHilary gonthersacha grahamsamantha Hepburnshawn KintzFisch laurieMaranatha leconteDulene louisana Mastersgabriele Moraleslynn MoscosoKristen PattonZailyn rodriguezChristopher rozefortMia sardarsinghemily shipleyJoy scottsheila seymourCatherine sotoDeborah staffordsantreia TanksleyHolly TomaskoKaren voss
Florida A & M UniversityCharles Daniels
Florida Atlantic UniversityJessica MedinaDevin robin
Florida Institute of CPA’s Educational Foundationamber alfanoTracy FradyJonathan lavoieMatthew McFarlin
Florida Memorial CollegeCarl Dixon
Keiser UniversityJeane Kolarik
Massachusetts Institute of Technologyveronica Wilson
Nova Southeastern Universitylauren stephensPhyllis BlackMichelle Pierre
School of Visual Artsalicia Ballestas
South UniversityKettelene Philogene
Tallahassee Community Collegesheniqua Miller
The Fashion Institute of TechnologyMaria sampedro
University of Central Floridasharyn rojas
University of FloridaDaniella Dorcelusamanda lascalaKaila letiziashawn-Kay Petekinashley starks
University of Miami Miller School of MedicineJenniffer Tang
University of South FloridaToni Johnson
The University School of Nova Southeastern UniversityBrandon Daniels
*Due to timing of selection process, this list does not include additional scholarships awarded for the 07-08 school year.
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2
Connect
as a long-time, trusted attorney,
rosemary lindsey cares about her clients as if they were extended family.
“They are fascinating and generous people,” says rosemary.
she values the time she spends talking with them about estate planning and philanthropy. she knows that these conversations
are important to her clients and deserve her time and attention. “The
Community Foundation of Broward is often a perfect solution
to my client’s philanthropic goals. I cannot be an expert on all of the
nonprofits in the community. I look to the Foundation as a resource
for me and for my clients. They are a vital part of these conversations
and can connect my clients with the philanthropic vehicle that is right for
them.” rosemary adds “I trust the Community Foundation because they
are professionals, experts in the community and connect
philanthropists with causes that matter every day.”
20
2221
Norma Berkman, CPAever & Co.
Jack R. Loving, Esq.law Office of Jack r. loving
Joanne L. Wood, EA
Douglas F. Hoffman, Esq.rudolf & Hoffman
Cort A. NeimarkFowler White Burnett, Pa
Frank T. AdamsKatz, Barron, squitero & Faust
Benjamin A. Tobias, CFP, CPA/PFSTobias Financial advisors
Jennifer Robinson, Esq.ruden McClosky
Pamela A. Fau, TOsunTrust Bank
Patricia R. Voss, Esq.law Office of Patricia r. voss
Arthur B. Smith, Esq.arthur B. smith, Pa
Katherine N. Guida, TOnorthern Trust Bank
William F. Sullivan, Esq.Portley & sullivanPaC Chairman
Christine L. Lambertus, Esq.lambertus & lambertus, Pa
Marie Camp Hansen, TOnorthern Trust Bank
Penelope B. Smithu.s. Trust, Bank of america Private Wealth Management
Alan B. Cohn, Esq.greenspoon Marder
Gary L. Rudolf, Esq.rudolf & Hoffman
Members not pictured:
Francis B. Brogan Jr., Esq.greenberg Traurig
Christina M. Cleveland, FAMerrill lynch
Richard G. Coker Jr., Esq.Coker & Feiner
Joan K. Crain, TOBank of new york, Mellon
James M. Dolan, CPAJames M. Dolan, Pa
Frank B. Dolph IIIDolph & associates, Inc.
Mary Sue Donohue, Esq.Buckingham, Doolittle & Burroughs
Charles A. Goff, Esq.Casoria & goff
Henry T. Goode III, FAMerrill lynch
Marlon Hill, Esq.Delancey Hill, P.a.
Professional Advisors
The Community Foundation of Broward collaborates with professional advisors from the legal,
accounting, insurance, wealth management, business management and planned giving communities
to help donors achieve their philanthropic objectives. Pictured from left to right:
Council
22
Kenneth M. Jones, Esq.Moody, Jones, Montefusco & Krause
Robert B. Judd, Esq.gunster yoakley
Thomas O. Katz, Esq.Katz Baskies llC
Robin King, Esq.arnstein & lehr llP
Leonard Kinker, CPAFriedman Cohen Taubman & Company
Tracey Kinker GebertFriedman Cohen Taubman & Company
Curtis J. KuramotoMerrill lynch
John Lacy, FAMerrill lynch
Rosemary Lindsey, Esq.law Office of rosemary lindsey
David Lum, CFPMerrill lynch
Anne B. MacLean, Esq.Maclean & ema
Mark R. Malleru.s. Trust, Bank of america Private Wealth Management
Kenneth R. Mikos, Esq.Kenneth r. Mikos, Pa
James Murphy, FAMerrill lynch
Frederick F. Perryu.s.Trust, Bank of america Private Wealth Management
Peter A. Portley, Esq.Portley & sullivan
Raymond J. Powers, CPA/PAPowers & Disque
Carlos J. Reyes, Esq.akerman senterfitt
James I. Ridley, Esq.law Offices of James I. ridley, Pa
Charles (Chuck) Rubin, Esq.Tescher gutter Chaves Josepher rubin ruffin & Forman
Ilene S. Schnall, JD, LLMschnall & Cadogan, Pl
David M. Scully Jr., Esq.law Office of Jack r. loving
Barbara Ann Shore, Esq.Barbara ann shore, Pa
Eric Sulzberger, Esq.law Offices of sulzberger & sulzberger
Gene Sulzberger, JDBank of new york, Mellon
Douglas TwohillMerrill lynch
John M. Walsh, Esq. raymond James Financial services, Inc.
Steven H. Woods, CPAKeefe, McCullough & Co.
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Charitable FundsThe range of Fund types offered by the Community Foundation of Broward allows you to customize your giving to
fulfill your personal charitable goals. The Foundation provides many philanthropic solutions for the causes that matter the most to you.
24
Donor Advised Funds offer the most active, involved grantmaking. They allow you to recommend grants to support charitable groups of your choice. They are a flexible, personalized way to support nonprofits in Broward, elsewhere in the u.s., or anywhere in the world. The Community Foundation measures the results, reports back to you and assures compliance.
Susan and Jack Loving established a Donor Advised Fund to give them philanthropic flexibility, without any of the administrative work. The Susan and Jack Loving Fund recently made a grant to the Susan B. Anthony Recovery Center, which helps women suffering from substance abuse. The Lovings also enjoy learning about other programs that make an impact, and trust the Community Foundation to provide them with philanthropic opportunities that make a difference.
Designated Funds are permanently endowed Funds that enable you to support your favorite nonprofits forever. The organizations that you choose, receive annual gifts in your Fund’s name.
Longtime residents, Hugh and Helen Isley were active in the corporate, social and civic fabric of Broward County. When both passed away within a month of each other, their children were looking for a way to honor their memory in perpetuity. They created the Helen B. and Hugh G. Isley, Jr. Fund to provide ongoing support to the Boys and Girls Clubs of Broward County and Kids in Distress.
This Designated Fund provides a permanent legacy of their parents that supports two organizations that were important to them, forever.
Field of Interest Funds are a way to provide support to organizations that work on issues that you specify. Once you determine the issue you want to support, the Community Foundation staff identifies grant recipients and makes grants from your Fund to nonprofits committed to your cause.
Robert and Anne Powell love children. The Powell’s Fund supports compelling programs that fulfill their wish to provide services to children, and it recently supported scholarships to the Florida Youth Orchestra.
The Robert O. Powell Family Fund is a Field of Interest Fund. The Powells give the Community Foundation of Broward the latitude to identify great children’s programs.
Unrestricted Funds allow you to address both the current and future needs of Broward County. as the community changes, so do our grants. as an unrestricted Fundholder you understand that what is important may be different tomorrow than it is today. By partnering with the Community Foundation, grants will be awarded in your name to nonprofits that address timely solutions, today and tomorrow.
Robert Elmore understands that today’s solutions may be very different from tomorrow’s. This year his Fund supported Big Brothers and Sisters so that foster youth entering adulthood will have mentors. Next year, his grants could be directed to support a solution yet to be discovered. Bob gives the Community Foundation of Broward the latitude to grant from his Fund so that his help is timely and responsive.
The Robert Elmore Fund is an Unrestricted Fund, today and tomorrow, it will continue to provide relevant solutions.
Agency Endowment Funds empower nonprofits to honor bequests and create a permanent revenue stream for the organization. They also allow nonprofits - of all sizes - to benefit from the Community Foundation’s large investment pool and world class financial management.
The Museum of Discovery and Science wanted to build a financial base for its growing operations. With a dynamic board and broad donor base, it created a Fund in 1996 to build a permanent income stream to support its mission.
The Museum of Discovery and Science Fund is an Agency Endowment Fund. It enables the Museum to benefit from the large Community Foundation pooled asset base and expert financial management. It is a vehicle to preserve legacy gifts to the Museum, and assures that its exhibits and programs will always have a source of support.
The Power of EndowmentEndowed Funds are designed to live long into the future. a $2 million endowed Fund that was created in 1984, today is worth more than $3.5 million and has distributed more than $3 million in gifts to the Broward community. Over time, endowed Funds distribute much more than the original gift, preserving a family name and tradition of philanthropy.
James C. acheson Fund
ann adams Fund*
Martha read adams and anne adams lester Fund
Manuel and Juliana agon ng Foundation Fund
Captain Blair albert Fund
The allen Family Fund for Children**
amaturo Family Foundation scholarship Fund
american Heritage school scholarship Fund
Percy P. and Marion T. archibald Fund
Julia arouh Memorial Foundation Fund
Carole H. ashlin Fund
autonation, Inc. Fund
Beverley Baker endowment Fund
Julia C. Baldwin Fund
Bank of america Field of Interest Fund*
Bank of america unrestricted Fund
Peter J. and Mary C. Barbare Fund
Jack Belt Memorial Fund
Jack and Betsy Benfield Fund II
The Charles D. Bert Fund
Bienes arts Center at aquinas endowment Fund
Big Brothers Big sisters of Broward endowment Fund
The Blackwood Family Fund
Blockbuster entertainment Corporation Fund*
Blockbuster entertainment unrestricted Fund
anna Bloeser Fund**
Blosser Family Fund
James J. and nancy W. Blosser Fund**
Bochak Family Children’s Fund
Bringing Kids to Boggy Fund
Bill, Brent, and rebel Bowden Fund
Boyle Family scholarship Fund
Boys & girls Clubs of Broward County educational Fund**
J/e Brauser Charity Fund
Broward Bar Foundation Fund
Brogan Family Fund
Broward County Bike Path Fund
Broward County Women’s History Coalition Fund
Broward Child Welfare Initiative Fund
Broward’s Tribute to Children Fund
ruth H. Brown Fund for the arts
The Broward Women’s alliance Fund for the advancement of Women
Frank P. and Blanche s. Buck Fund**
John gordon Bull Fund
Frank D. and anita M. Butler endowment Fund
By your side Fund
steven C. Camp Memorial scholarship Fund
Campaign for Change Fund
linda and Michael Carter Fund
rick and rita Case Fund
Center for group Counseling, Dr. Merilee r. Middleton endowment Fund
Helen a. Chadwick Fund
shannon Chambliss Memorial Fund
Helen and loys Charbonnet Family Fund for Children
Mary lucile Charlton Fund
antonette M. Cianfaro Fund
Dot and Keith Cobb Fund
sheriff ron Cochran Memorial scholarship Fund
linda Coffey Fund
Ida, Marjory and Barbara Cohen Fund
Communities in schools of Broward County Fund
Community aIDs Prevention Fund
Community Concerts association of Fort lauderdale Performing arts Fund
Community Foundation of Broward administrative endowment Fund
Community Impact Fund
Community service Fund
gilbert Corwin Fund**
William Costa Fund
The elizabeth Cotter Memorial Fund
The sherman “red” Crise and evelyn r. Crise Memorial Fund
Jan and ed Crocker unrestricted Fund
Francis J. Crowley Fund
Cultural endowment Program Fund for the Museum of Discovery and science
Daily Bread Food Bank Kresge endowment Fund
Davenport scholarship Fund
Deinhardt Charitable Fund*
elizabeth C. Deinhardt Fund
Caroline elizabeth Dellaporta Trust for Children Funds
Discretionary Community Fund
The Domestic violence Fund For Women in Distress
Jonathan Dominguez Fund
Cathy g. and richard P. Donnellan, Jr. Family Fund robert e. Dooley Fund
Jay Dorman Memorial scholarship Fund
Keith W. Dunn restricted endowment Fund
Fredrick M. earle Memorial Fund
edee greene/Women in Distress of Broward County, Inc. endowment Fund
egan Family Fund* albert and Birdie einstein Fund
Donn F. eisele Memorial scholarship Fund
robert elmore Family Fund*
robert elmore Family Fund for the united Way of Broward County
exchange Club of Pompano Beach Charitable Foundation, Inc. Fund
e.y.e.s. Project Fund
leonard and antje Farber Fund**
Florida Council on economic education Fund
Florida Panthers Foundation Fund
Florida youth Orchestra endowment Fund
Footsteps in the sand Fund
Fort lauderdale alumnae Panhellenic scholarship Fund
Fort lauderdale Beach rotary Club Foundation Fund
Fort lauderdale Bridge restoration Fund
Fort lauderdale High school Partners for the Future Fund
Fort lauderdale March for Parks Fund
Fort lauderdale navy league Fund
Fort lauderdale navy league sea Cadets Fund
Fort lauderdale People for Parks Fund
Fort lauderdale symphony Orchestra Foundation Fund
Foster Care Fund
nancy M. France Fund
Dorothy Kelley Franks arthritis Fund
Harold D. Franks Cancer Fund
Harold D. Franks Fund
rose Fridek Fund
Walter a. Friedly Memorial scholarship Fund**
a Fund for the Performing arts
The gasser Family Fund
gay and lesbian Broward Community Fund
gay and lesbian Community Center of south Florida Funds
robert Frederick giese Fund
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The following is a list of Charitable Funds at the Community Foundation of Broward:
Theodore H. gilbert Fund
girl scouts of Broward County endowment Fund gold Coast Jazz society Fund
The goldworn Family Charitable Fund
Dr. stanley & Pearl goodman scholarship Fund John C. graves Charitable Fund
gertrude gray Memorial scholarship Funds
Wilson B. greaton, Jr. Fund*
grevior Fund
Michael J. grimme´ II Promising Future educational Fund
ralph H. and ruth F. gross Memorial Fund
ralph H. & ruth Frank gross Memorial scholarship Fund
louis and Isabelle gunton Fund
Walter and Marie Habeck scholarship Fund
steven and Madelaine Halmos Family Fund*
steven Halmos Family Fund
Harry Hamilton Fund
Helligas Family scholarship Fund
Henderson Mental Health Center endowment Funds
gene and Collette Herman Family Fund
Hickey-Boye Family Fund
Berta Hirschl Fund
Hispanic unity of Florida endowment Fund
Maxine Powers Hofert Fund
Jo ann Hoffman Homeless Fund**
Holy Cross Hospital Funds
David and Francie Horvitz Family Fund
William and norma Horvitz Fund**
Hudson Family Fund
Fonda and H. Wayne Huizenga, Jr. Family Trust Fund
Huizenga Family unrestricted Fund*
The Huizenga Fund for Children
Humane society of Broward County endowment Fund
edwin a. and Jane n. Huston Fund
Helen B. and Hugh g. Isley Jr. Fund
Jack and Jill Children’s Center endowment Funds
gines Jorge “george” Jimenez Fund for Feeding the Poor and Homeless
JM Family enterprises Fund*
emridge e. J. Jones Fund
Junior achievement endowment/Free enterprise Funds
Junior league of greater Fort lauderdale, Inc. agency endowment Fund
Kappa Kappa gamma Barbara Marko scholarship Fund
Kashdin Family Fund
Katz Family Fund
The larry & Jane Katzen Family Fund
The Jack and Harriet Kaye Fund
ethel Keller Fund
stephen and ethel Keller Fund**
stephen and ethel Keller yMCa Multicultural achievers Fund
Kids in Distress endowment Fund
ellen and gertrude B. Kirby Fund
The Knight Foundation Fund**
Kresge unrestricted Fund
William a. Krueger Charitable Fund
Krupnick Campbell Malone Buser slama Hancock liberman & McKee, P.a. Fund*
Krupnick Family Fund*
The Curtis and Catherine Kuramoto Fund
James and lynn laBate Family Fund for Children, aIDs and Hospice Work**
Kevin lane Charitable Fund
elizabeth lange Memorial scholarship Fund
las Olas Corridor Beautification Project Fund
Henry latimer Memorial Fund
leadership Broward Foundation endowment Fund
David W. leonard Fund**
Herschell and Margo lewis Fund
lighthouse of Broward County, Inc. Fund
susan and Jack loving Fund
susan and Jack loving unrestricted Fund
lutheran services of Florida - Broward County Fund
loren r. lyons Fund**
Mary Houliston MacDonald Fund For Women
Mary Houliston MacDonald scholarship Fund for Women
nancy J. MacDonald scholarship Fund
Mailman segal Institute for early Childhood studies at nova southeastern university endowment Fund
neil and Janet Maizner Family Fund
Heidi and Mark Maller Fund
Malone Family Fund for Children
edward and lola Marshman Fund
nancy Matthews Operating Fund for Covenant House
yolanda and William Maurer Fund
Marilyn Mayhill scholarship Fund for the Jack & Jill nursery
Francis and Bessie McDwyer Fund
larry D. and Julianne Mcginnes Fund
Friends of ann Meacham leadership scholarship Fund
Medical services of america Fund
Mellon Charitable Fund
Mental Health association Fund
Judith and Kent Mergler Kids In Distress Fund**
everett H. Metcalf, Jr. unrestricted Fund*
ginny and Tom Miller Fund
Miller Family Fund**
virginia H. Miller Fund
rose Miniaci Family Fund
Thomas l. Monz and shelley Irene Walker Memorial Fund
Joseph P. and Patricia a. Moore Fund
Jan Moran Donor advised Fund
Jan Moran unrestricted Fund*
Jim and Jan Moran Community solutions Challenge Fund for the united Way of Broward County, Inc.
Jim and Jan Moran endowment Fund for the united Way of Broward County
Jim Moran Children’s Fund
Jim Moran yaTC endowment Fund
Morey Family Fund
J & l Morris Fund for the Benefit of Bethany Christian school**
The Murru Family Fund
Museum of Discovery and science Designated Fund
Museum of Discovery and science Founding Benefactor Fund*
Museum of Discovery and science Fund
Charitable Funds
26
The Mv Charitable Fund
national Multiple sclerosis-south Florida Chapter endowment Fund
sheriff nick navarro Fund**
nCCJ endowment Funds
Debra levy neimark Memorial scholarship Fund
nick’s Kids Fund
north Broward Hospital District Charitable Fund
north Broward Preparatory schools non-endowed scholarship Fund I
Oakland Park Woman’s Club Fund
a. gordon Oliver Memorial Fund
James K. Oppenheimer Fund
PaCe Center for girls of Broward endowment Fund
The Charles l. Palmer Family Fund
Paradies shops/J.D. ruffin associates scholarship Fund
Ted and Joann Pass Fund
K&K Patel Foundation Fund
Planned Parenthood of south Palm Beach and Broward Counties endowment Funds
Commissioner sylvia Poitier Fund
Martha lee Porter College Fund for the Benefit of the legally Blind
Mary Porter Fund for the gold Coast Jazz society
robert O. Powell Family Fund**
Public relations society of america/gulfstream Chapter, scholarship Fund
Milton B. and ruth r. Pulch Fund
r. J. and nancy Purdy Fund
norman r. and ruth rales Fund
The ratcliffe/greenberg gift Fund**
realTOr association of greater Fort lauderdale, Inc. Fund
regency group Fund
Pauline reichert Fund
Mary riedel Charity scholarship Fund
riverland elementary school Designated Fund
Margaret and Cato roach Tribute Fund
leonard & sally robbins Fund*
William g. roy, sr. Fund
edward rudner Fund*
Fred and Mary ruffner Fund**
Joseph s. and louise B. rumbaugh Fund**
rumbaugh Family Fund
Patricia lee rutherford Fund for Children**
elizabeth ryan Fund
susan e. sachs Funds
saint Thomas aquinas Fund**
lawrence a. sanders Fund to Promote literacy
lawrence a. sanders scholarship Fund for Creative Writing
Hazle smith sandifer Fund
sheldon and Bobbe schlesinger Fund
shamon Family Charitable Fund
antoinette sherman Fund
Helene and William shillington Fund
Patricia a. shub Fund for Companion animal Benefit**
Francis a. and adeline M. sines Memorial Fund
Kathleen Kinney slappey Fund
Hilda and Theodor sokolowski Fund
sOs Children’s village of Florida endowment Fund
The st. Mark’s episcopal school scholarship Fund
st. Thomas university library Book-a-year Fund
The starting Place endowment Fund
Isabelle Kole stein endowment for the arts Fund
P.H. and loretta C. stitt Fund for the Benefit of Broward Children’s Center
Blayne stout aIDs Fund
stranahan House endowment Fund
sun-sentinel literacy Fund*
Talenfeld Zobel Family Charitable Fund
Tate Family scholarship Fund
Charles and ruth Taylor Fund
Jerry Taylor and nancy Bryant Fund
Jason Thomas scholarship Fund of yaTC Continuing education
Til learning Center Project Fund
sondra, Harry and sarah Title Fund
Tripp Family Fund for educational Opportunity*
Tripp scott Fund for Community Diversity**
Mary M. Turner Fund
Tworoger Family Fund
uBs - Fort lauderdale Fund
united Cerebral Palsy of Broward County Fund
united Way of Broward County endowment Fund a & B**
august urbanek Family Fund
august and Melba urbanek Fund**
urban league of Broward County endowment Fund
Donald vander linde Fund
annette van Howe Women’s Fund
erwin M. vasquez, M.D. and elaine vasquez Family Foundation Fund in honor of Doctors natalie a. and Oscar nadeau
very special arts of Florida Fund
vista Healthplan Children’s Health Fund**
linda l. and Douglas J. von allmen Family Fund
Waynco Investments Partnership Fund
Weidman Family Fund Jack and ginger Weinbaum Fund
Ola l. & runette l. Williams scholarship Fund**
lou and May Jean Wolff educational Fund
lou and May Jean Wolff Family Foundation Fund
allan Wolpowitz Fund
Women in Distress of Broward County, Inc. Fund
Womens Fund
Women’s executive Club virginia young scholarship Fund
elizabeth Clark Wood Fund
richard J. and edna n. Wright Fund
yaTC endowment Fund
yMCa of Broward County endowment Fund
young at art Children’s Museum endowment Funds
youth automotive Training Center Continuing education Fund
The yuen Family Charitable Fund
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* Founding Benefactor: Established an endowment Fund of $100,000 or more during the Community Foundation’s inaugural decade.
** Founding Donor: Established an endowment Fund of at least $25,000 during the Community Foundation’s inaugural decade.
2
Harriet and Jack Kaye cared deeply
about the nation’s founding principles of democracy and freedom. To
inspire the next generation, they annually sent high
school students to the “spirit of america” conference at historic valley
Forge to learn first hand the intent of our Founding Fathers. Harriet wanted
to ensure that after she was gone, future generations of Broward youth
would benefit from learning and applying these principles.
In her estate, she set aside a generous gift of real estate to
create The Jack and Harriet Kaye Fund at the Community Foundation
of Broward. By choosing the Community Foundation
as her partner in philanthropy she knew her wishes would be carried out
forever. Through the Foundation’s stewardship - the Kayes will forever be
people who care.
People Who Care
28
2229
Lauren, Kayla and Megan, Broward high school juniors, participated in the Spirit of America conference this past fall in Valley Forge, PA.
1
$500,000 and aboverandolph a. and lawrence g. CotterHarriet and Jack Kaye estaterose MiniaciMilton Pulch
$100,000 - $499,999linda and Douglas J. von allmenanonymous (2)Dianne and Michael Bienesedith and Francis J. CrowleyCollette and gene HermanJon e. and elaine KrupnickBeatriz and albert J. MiniaciJim Oppenheimerlawrence a sanders Foundation, Inc.Cheryl ann and Douglas a. shamonadeline M. sinessOs Children’s villages -Florida, Inc.st. Thomas aquinas High schoolunited Way of Broward County, Inc.
$50,000 - $99,000Mindi and les arouhMarybeth and glenn BlackwoodJerry Taylor and nancy Bryant Foundationestate of anita M. ButlerChildren’s services Council of Broward CountyComcast Financial agency Corporationrobert Dooleynational aIDs Fundnova southeastern universitysun-sentinel Diversity venture FundTalenfeld-Zobel FamilyWilliam r. Watts Foundation, Inc.
$25,000 - $49,999anonymousCIF of the san Francisco FoundationIda K. CohenPamela D. and Michael J. grimme’Health Foundation of south FloridaMellon united national Bank
Debra levy neimark Memorial scholarshipvinu and Manju Patelrichard r. and Wilma WeidmanMr. russell yuen and Mrs Helen yuen
$10,000 - $24,999autonation, Inc.Bank of america, n.a.Janet a. and John J. BoyleHelen a. ChadwickCarol Clarksongaddis Family FoundationHolly and Joseph a. giulianoCurtis & Catherine KuramotoJosephine s. leiser Foundation, Inc.susan K. and Jack r. lovingsignature grandst. Francis Medical Center, Inc.sun-sentinel Children’s FundWashington MutualMay Jean and F. louis Wolff
$5,000 - $9,999american express CorporationJohn BochakFrank and Barbara lee Broganruth BrownCommunity Foundation of the Ozarksgilead sciences, Inc.albert & Pearl ginsberg FoundationCity of HollywoodMellon BankMemorial Healthcare systemnorth Broward Hospital DistrictHilda and Theodor M. sokolowski
$1,000 - $4,999abbott laboratoriesWilliam W. e. ash IIInancy W. and James J. BlosserBroward regional Health Planning CouncilThe Broward Women’s allianceJean ann and Timothy l. BrownCommunity Foundation for Palm Beach and Martin CountiesFaith FitchFlorida Marlins Community FoundationHarriet Friedlygold Coast Jazz society, Inc.
stanley and Pearl goodman Charitable Foundationroberta M. and Frank e. Helsomleona Maxine HofertHollywood Promotion Corp.Holy Cross Hospital, Inc.Junior league of greater Fort lauderdaleeleanor M. and Herbert D. Katz FamilyKey Capital Management llClynn and James B. laBateMaizner & Franklin, Inc.Mark r. and Heidi Mallerscott H. MeyerThe national association of Women Business Ownersnorthern Trust Bank of FloridaHelene y. and William l. shillingtonskyemed, Inc.Theron Watson and Hank stembridgesondra r. Titlerunette Williams
Under $1,000Mia and Paul J. ahmedaIDs Healthcare Foundationanonymous (2)Charlene H. and richard F. arcoBaker Charitable FoundationJo anne and Michael BanderBJ’s Foundation Inc.Broward County Board of County Commissionerslinda BradshawBroward House Inc.Caren l. and Dennis J. Buchmansusan J. and John J. Campbelllinda B. and r. Michael CarterChildren’s Diagnostic & Treatment Centerlinda and Paul ChounetCommcare Pharmacy, Inc.susan M. CramerCrowe Chizek and Company llCJohn B. DeinhardtHeather n. and John C. Deinhardtann Deinhardt and David JuryBarbara Deinhardt and Dan silvermanMary DellaportaDelta education and life Development
Carol Dorkorichard e. DresselPaula n. and Brian s. FasnachtBarbara grayChristine and andrew HallTimothy Iszlergail C. and Michael J. Kaplansandra l. nelson and roland KellerChristine n. and Donald H. Kennistonrosalie l. Kurtzrobert D. lewisKatherine and robert linzerelizabeth J. and James F. logue, Jr.Frederick and anne B. MacleanMargaret’s Tennis Corner llCTheresa and robert a. McCabePatrick and Carol nelson Mcewanelizabeth and Tivon MoffittMZa events, Inc.robert W. nelsonFrancesca M. PojdlPrsa sunshine DistrictDavid e. ratcliffe and Michael greenbergred Hispanaleonard and sally J. robbinsgail B. and richards roddeylana l. and Jack e. rosenfeldsheila and richard sachsamelia J. and noah B. schreibmansusan g. and W. Mark sendrowBarbara ann shore, P.a.Camilla and shahan D. soghikianstate of Florida Department of HealthKelley B. stewartsunrise Dental ClinicJudith P. and H. Jay surrena, Jr.Kim Taber Family Irrevocable gift giving TrustTescher gutter Chaves Josepher rubin ruffin & Forman P.a.Transworld Business Brokers, llCunited Way of the Capital regionWachovia Bank, n.a.lillian Walshlamar raine WisherBarbara WitteZoe-life Christian Center, Inc.
The following generous people contributed to the Community Foundation of Broward this year, either through a gift to a Fund or through support of our operations.
Donors
30
1 31
investment pool produced
17.1% return vs. 14% return for a standard 60/40 index
added 8 future estate gifts
169 gifts contributed to
Community Foundation of Broward
$58,883was the average gift
increased Community Foundation of Broward
operating endowment by
20%
Highlights 2007
Community Builders are philanthropic individuals and families who have endowed
a Fund at the Community Foundation of Broward with one million dollars or more.
The Community Foundation of Broward is grateful for these Community Builders who empower us and
future generations to further our mission and provide leadership on community solutions.
Together we make a difference in our community, For Good. For Ever.
CommunityBuilders
Marion T. and Percy P. Archibald
Elaine and Dr. Erwin M. Vasquez
Harold and Dorothy Franks
Sue and Jim Acheson
AnonymousLouise B. and Joseph S. Rumbaugh
May Jean and F. Louis Wolff
Rose MiniaciHarriet and Jack Kaye
Jim and Jan Moran
32
Gertrude Gray
suzanne y. and edward r. allenanonymous (14)Jeannette archer and robert e. simonsWilliam W. e. ash IIIJean and richard austinann M. BedermanMelanie Camplinda B. and r. Michael Carterrick and rita Casegilbert CorwinJan C. CrockerJohn B. DeinhardtFrederick l. emeryDoris emmettlorraine and gerald Farmerelisa and Barry goldmanBarbara and arnold grevior
Donald C. grobemeyerrichard HelligasJane n. and edwin a. Hustongeorgina JacobsenJames JagielskiJan amis Jessupemerson W. KanodeCindy and laurence M. Kashdinstephen a. Kellerellen B. Kirbyvictoria C. Kirbylynn and James B. laBateMarcy lambertChristine l. and arthur W. lambertusKevin laneJay lasner
Marianne and Heinz luedekinggabriele Magdanzlola and edward n. Marshmanvirginia I. and Thomas J. Millered nicholasCharles a. nicholls and Mark H. TurnerDorothy M. Osterhoudtelizabeth g. PalmerJoann B. PassMary n. Porterann s. and robert O. PowellDavid e. ratcliffe leonard and sally J. robbinsPatricia M. and Hugh e. rootBabette salvatiDuane H. schroeder
grace Dudleck shepherdPatricia a. shubadeline M. sinesedith a. slurfHilda and Theodor M. sokolowskiWilliam C. spencerIsabelle K. and norman steinHelen W. stoykovsondra r. TitleBarbara J. ungerMelba and august urbanekPaula valentineerwin M. and elaine vasquezJanice Weintraub and Irwin Weidegerandy WeiserMabel WhiteMay Jean and F. louis Wolff
LegacySociety
33
legacy society members are generous individuals who have used
their estate plans to build or add to permanently endowed Funds at the Community
Foundation. We thank them for their foresight and commitment to Broward County.
Becoming a legacy society member is simple. notify us of your plans to leave an
estate gift to the Community Foundation. your legacy will forever connect you
to the causes you care about most.
“
“
What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.
-Pericles
2
Causes that Matter
34
The Bridging Education and Attitudes with Teens program educates more than 3,500 Broward teens and their parents each year on HIV/AIDS prevention.
22
Once an unmentionable disease, HIv/aIDs prevention
has become a global cause. For the past seventeen years, the Community
Foundation of Broward has brought national funders such as
The national aIDs Fund, the elton John aids Foundation and Bristol
Myers squibb together to provide critical dollars to address
the problem and its solutions here in Broward. The establishment of an
advisory committee, local partnerships with groups like the
united Way, combined with national resources has resulted in more than two million dollars invested in 163 programs
to reduce the incidence of HIv/aIDs in our community. Thousands of
Broward lives have been touched. until there is a cure, HIv/aIDs will be
a cause that matters.
35
The Community Foundation of Broward has strengthened nonprofits for ten
straight years. We started our nonprofit resource Center to provide training, education and resources to assist
them in their development.
3,500 nonprofit professionals and board members have benefited from 10,000 hours of education on topics that
range from Management and leadership, to strategic Planning and Collaborative Partnership Development.
Training sessions, lectures, technical assistance and individual consultations are all led by national experts in
the field.
We provide forums for board chairs
and CeOs to discuss issues that
are significant in their peer group.
We have developed a 50,000 page
online resource library that is filled
with information on national best
practices and standards. We produce
a newsletter three times a year that
keeps nonprofits current on trends,
laws and timely information that
helps them further their missions.
The Community Foundation’s
nonprofit resource Center creates
stronger nonprofits. This means
stronger partners for us, strengthening
the use of grant dollars - and ultimately
- better solutions for Broward.
Nonprofit Resource Center
36
37
16,000 resource pages
downloaded from the library
3,547 individuals
participated in trainings and board development programs
523 people received individual
technical assistance
214
board members and CeOs participated
in an intensive board development program
2,035 individuals visited online resource center
Highlights 2007
The Community Foundation of Broward believes that grants to be made in the future are as
important as grants made today. To attain this goal, one of the long-term objectives is to grow our
aggregate portfolio value through above average investment returns while minimizing our risk.
The Board of Directors of the Community Foundation of Broward, Inc. is a fiduciary and is responsible for directing and monitoring the investment management of the Foundation’s assets. During the past ten years, our assets have increased from $20 million to almost $82 million. a significant factor in this growth is our above average investment returns.
Our success in achieving our investment objectives requires strict adherence to the following formula:
Our formula fulfills our Fundholder wishes: For Good. For Ever.
Increased total assets by 23% to almost $82 million
Double digit returns over the past five years
received almost $10 million in contributions
approved $5 million in 555 grants
achieved 400% asset growth in ten years
Consistently performed within the top half of a universe of comparable Funds
administrative and Fundraising costs represented only 1.2% of total assets
Financials
· a broadly diversified portfolio to help protect our investments in the long term, · a nationally acclaimed investment consultant who provides us with research, makes recommendations and monitors the individual performance of investment managers selected, · an independent investment committee comprised of highly experienced and successful individuals from our community who make the necessary investment decisions and · a well defined investment policy.
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
16.0%
18.0%
Endowed Pool 17.1% 14.5% 11.4%
60/40 Index 14.7% 8.6% 8.4%
1 Year 3 Y ear 5 Y ear
Investment Returns
38
FinancialHighlights 2007
*60%S&P500/40%L.B. Aggregate is a simulated index of a traditional balanced portfolio
0.0
10.0
20.0
30.0
40.0
50.0
60.0
70.0
80.0
90.0
1997 1999 2001 2003 2005 2007Year ended June 30
Asset Growth 1997 - 2007
39
Complete financial statements with accompanying footnotes and unqualified auditor’s report issued by Crowe Chizek &Co., llC as well as Irs Form 990, are available for review at the Community Foundation of Broward offices and on our website at: cfbroward.org.
Condensed Statements of Financial Position
Condensed Statements of Activities and Changes in Net Assets
12 Months Ended 12 Months Ended June 30, 2007 June 30, 2006
REVENUES Contributions 9,903,107 3,549,583 Investment Income 9,357,375 5,757,828 Other revenues 79,966 70,665 Total Revenues 19,340,448 9,378,076
EXPENSES Program services 4,721,796 4,025,375 administrative expenses 421,589 383,450 Fundraising expenses 368,663 233,073 Total Expenses 5,512,048 4,641,898 Change in Net Assets 13,828,400 4,736,178
NET ASSETS Beginning of year - July 1 55,872,371 51,136,193
End of Year - June 30 69,700,771 55,872,371
Assets June 30, 2007 June 30, 2006 Cash 452,723 532,321
Investments at Market 75,436,585 64,210,424 Pledges and Bequests receivables 4,589,542 404,272 Charitable gift annuities 615,207 574,987 Prepaids and Other assets 647,164 561,530
TOTAL ASSETS 81,741,221 66,283,534
Liabilities And Fund Balances grants Payable 1,379,504 704,105 liabilities under split Interest agreements 606,800 555,182 agency Funds 9,969,153 9,078,775 accounts Payable and Other liabilities 84,993 73,101 Total liabilities 12,040,450 10,411,163 Fund Balances 69,700,771 55,872,371
TOTAL LIABILITIES AND FUND BALANCES 81,741,221 66,283,534
$ $
$ $
$ $
$ $
$ $
$ $
40
staff has
175 years nonprofit experience
benefited from more than
1,000 hours of expertise and advice
that were volunteered by community leaders
to help us further our mission
staff volunteered
1,262 non-working hours
in the community
41
Anthony Timiraos, chief financial officer, has 30 years of accounting, financial, and business experience beginning as a CPa for a national accounting firm to CFO of a new york based publicly traded company. His nonprofit experience ranges from volunteer to board member for numerous organizations. He currently serves as Treasurer for lambda legal Defense and education Fund.
Linda B. Carter, president/CeO, has led the Community Foundation since 1997. a leader in the nonprofit sector for more than 25 years, she is vice chair of the Community Foundations services Corporation, past president of the Community Foundations of Florida and a member of the Peer review Committee for national standards for the Council on Foundations in Washington, DC. she is a founding board member of both the association of Fundraising Professionals-Broward County Chapter and the Planned giving Council of Broward. linda is a Broward native and a graduate of the university of Florida.
Ann Bartram, controller, has been with the Community Foundation since 2000, and is a south Florida native with more than 30 years of accounting and bookkeeping experience. she has worked in both the nonprofit and corporate sectors and attended Miami Dade College and Florida International university.
Carrie Reppert Turner, director, nonprofit resource Center, has seven years of nonprofit executive leadership experience. she is a member of the alliance for nonprofit Management and a graduate of the university of Florida.
Sheri S. Brown, vice president, grants & initiatives, has been with the Community Foundation since 2002 and has a strong background in program development within the nonprofit sector. she is a member of Broward County’s Foster Care Task Force and a board member of Donors Forum of south Florida. sheri is a Broward native and a graduate of Florida a&M university. Nancy Walton, office manager, joined the Foundation in 2000 with 20+ years of office management experience. she serves on the boards of vOaD/Broward Chapter and Broadview Park Community Civic association, and also does rescue and foster care for Japanese Chin rescue.org. nancy has an associate’s degree in business from robert Morris university in Pittsburgh.
Barbara Witte, vice president, philanthropic services, joined the Community Foundation in 2005 with 15 years of nonprofit development experience. she is the 2007 president of the local chapter of the association of Fundraising Professionals and a member of the Planned giving Council of Broward. Barbara is a graduate of Bucknell university.
Nancy Rogan, manager, grants & initiatives, has spent seven years with the Broward Center for the Performing arts, where she most recently served as project manager of grants. she was a magna cum laude graduate of Old Dominion university.
Nancy Jones, chief communications officer, has 15 years of foundation and marketing/public relations experience. Her volunteer nonprofit experience includes president of leadership Monroe County and numerous nonprofit organizations. nancy is a Ft. lauderdale native.
Laura Santos, program assistant, joined the Community Foundation of Broward in 2006, after seven years in the private sector. she has an associate’s degree from Miami Dade Community College and is currently pursuing a bachelors degree in the same field.
Staff Advisors&
Legal CounselFrancis B. Brogan is co-managing shareholder of the Broward office of greenberg Traurig, P.a. He is a Florida Bar board-certified estate planning and probate lawyer and a certified public accountant. Frank is a past Community Foundation board member and chairman.
AuditorCrowe Chizek & Co., LLC
Investment ConsultantHammond Associates
Pictured from left to right:
242
Committees
Investment Committeerichard a. BerkowitzFrank e. Helsom, Chairmansteve HyattCharles l. PalmerPaul C. TannerJ. Kenneth Tate
Nonprofit Resource Center Advisory CommitteeCindy arenberg seltzerlinda B. Carteranne T. HotteDr. ron nyhanramon rodriguezCaren snead-Williams, esq.linda stepenovitchunited Way
AIDS Advisory CommitteeDouglas J. Blasslaurence (Chip) Coughlin, Jr.Dr. Timothy MoragneManuel rodriguezKim saiswick, ChairmanWilliam C. spencerJoseph Wynn
Investment Managers and Advisors acadianBank of americaBarclays global InvestorsBrandywine asset ManagementCharles schwab InstitutionalColchester global Investors, Inc.Common sense Off shore, ltd.Hammond associateslotsoff Capital ManagementMellonMerrill lynchMorgan stanleynorthern Trust BankPark street CapitalPinehurst Institutional ltd.PIMCO Commodity real returnsilver Creek low vol. strategies, ltd.smith Barney Citigroupstate street global advisorssunTrust Bank
22
The Community Foundation of Broward meets all requirements specified by the Florida solicitation of Contributions act. The Foundation’s registration number is CH1377. a copy of the official registration and financial information may be obtained from the Division of Consumer services by calling toll-free 1-800-435-7352, within the state of Florida. The Foundation does not use paid solicitors and 100% of each contribution is received by the Community Foundation of Broward. registration does not imply endorsement, approval, or recommendation by the state.
Confirmed in Compliance with the national standards for u.s. Community Foundations.
“We believe, very simply, that it is the actions of individuals working together that build strong communities... and that business has an obligation to support those actions in the communities it serves. Bank of America is proud to partner with the Community Foundation of Broward again this year. Together, we build stronger a Broward.”
Mark Maller, Broward President, US Trust, Bank of America Private Wealth Management
1401 east Broward Boulevard, suite 100Fort lauderdale, Florida 33301
954.761.9503 l Fax 954.761.7102cfbroward.org
