2012 building a better place

2012
ANNUAL
REPORT
BUILDING A BETTER PLACE
WHO WE ARE
LETTER FROM THE CHAIR
In January of 2007, the Baton Rouge Area Foundation
(BRAF) reached out to leaders in the Northshore
area to assess the opportunity for starting a local
community Foundation. Having a long history with
BRAF and the work they do in the capital area, I
was aware of the impact a successful community
Foundation could have on a region and its people.
Therefore, when asked, I accepted a leadership position
on the board of the newly formed Northshore Community Foundation, and in
2011, I proudly assumed the reins of Chairman.
In just six years, our Foundation has grown its asset base over $12 million
and granted over $3.5 million to nonprofits serving the greater good. We are
actively involved in community development and civic leadership efforts in
St. Tammany, Tangipahoa, St. Helena and Washington parishes and we have
become the center for philanthropy in the region. While we are deeply grateful for the human and financial investment BRAF
made to get our Foundation firmly started, it is time for our local leaders to
assume the responsibility of making our Foundation thrive. Our fund donors
and supporters make the work we do possible, and together, we are all
building a better place.
Thank you, sincerely, for your support.
Jimmy Maurin
Chairman, Board of Directors
MISSION STATEMENT
The Northshore Community Foundation unites human and financial resources
to enhance the quality of life in the Northshore region.
To achieve our mission, we:
• Serve donors to build the assets that
drive initiatives and solutions
• Engage community leaders to develop
appropriate responses to emerging
opportunities and challenges
• Elevate our work and share the results
with our stakeholders
St. Helena
Washington
Tangipahoa
BUILDING CAPACITY
St. Tammany
WHAT WE DO
GRANTMAKING
The wonderful by-product of our donors’ philanthropy
is our ability to support nonprofits serving the greater
good; scholarships to serve students; and partnering
with cities, towns and parishes to embrace our future.
2012 GRANTMAKING TOTALS
Human Service . . . . . . . . . . . . . . . $240,984
Arts & Humanities. . . . . . . . . . . . . . . $2,000
Education . . . . . . . . . . . . . . . . . . . $358,526
Environment . . . . . . . . . . . . . . . . . $151,000
Community Development/Housing . . . $50,500
Recreation. . . . . . . . . . . . . . . . . . . . . $1,000
Other . . . . . . . . . . . . . . . . . . . . . . $139,301
Grantmaking since inception . . . . . . . . . . . . . . . . . . . $3,563,499
NONPROFIT SUPPORT
AT THE COATNEY CENTER FOR PHILANTHROPY
With a visionary gift by philanthropist Doyle Coatney, the Coatney Center for
Philanthropy opened in 2008, with the intent to serve nonprofit organizations
as a leadership development, training and resource center. The vision was for
the Coatney Center to become identified as the literal and figurative “center”
of philanthropy in our region, promoting and enhancing the work of our
partners in the nonprofit sector. The center is available on a no-fee basis for
all nonprofits operating in our region and is continually used for trainings,
meetings, seminars and workshops supporting the sector.
Statistics Since Inception:
Average yearly usage of organizations . . . . . . . . . . . . . . 150-200
Average monthly usage of people. . . . . . . . . . . . . . . . . . 200-250
In 2012, the Coatney Center was utilized by over 250 nonprofit
organizations, which included over 280 people per month visiting the
facility. This service has a direct impact on the quality and capacity of our
partners to meet their critical missions.
BUILDING COMPASSION
COMMUNITY LEADERSHIP INITIATIVES
Our civic leadership initiatives are intended to steer our communities toward
solutions for challenges and seize opportunities. Our endeavors in this arena
have produced substantial results, including the creation of the St. Tammany
Suicide Task Force, which establishes and networks mental health support
services for those in crisis.
Additionally, we partnered
with the City of Mandeville
to create a plan for a
vibrant town center to
drive economic and quality
of life opportunities. We
also continue to work with
other community partners
to support efforts to create
centers of excellence in our
school systems. Under the
leadership of our Partners
in Civic Advancement, we
will work to impact public
policy for the good of
our region.
FUND MANAGEMENT
At our core, we are committed to helping donors make the most of their
charitable giving. We are an unbiased resource with unparalleled knowledge
about the needs of both donors and our region, serving those who believe
that true philanthropy goes beyond making a simple donation – it is a
commitment to making a difference. We offer many different types of funds,
always ensuring our donors’ desires are paramount and helping them achieve
the impact they seek.
Types of Funds:
• Donor-Advised and
Corporate-Advised Funds
• Field-of-Interest Funds
• Designated Beneficiary Funds
• Organization Funds
• Scholarship Funds
BUILDING COMMUNITIES
WHY IT MATTERS
“Immediately after the death of my 12-year old
son from heart disease, God placed a vision in my
heart to secure a lifesaving automated external
defibrillator (AED) for every St. Tammany Parish
Public School. As donations were received, the
need for a 501(c)3 fund became urgent. After
being introduced to the Northshore Community
Foundation (NCF) and recognizing its
mission to enhance the quality of life on the
Northshore, my heart was filled with peace,
confidence, and trust of our funds. With
the support of NCF and many generous
donors, the students and staff in St. Tammany
Public Schools are now ‘heart safe’.”
Ann Hebert, Jeremy Hebert Defibrillator Fund
“The Northshore Community Foundation is a wonderful community partner. They
are aware of the needs of the Northshore and they take a leadership role in
responding to them. As a social service organization, it is comforting to have the
support of the Northshore Community Foundation to help us continue to meet the
needs of people with disabilities.”
Sylvia Bush, OPTIONS, Inc.
“Relationships and
changed lives...those
are two touchstones
for Upward
Community
Services. Through
the Northshore Community Foundation we were
able to establish a partnering relationship with
Mr. Doyle Coatney that helps us change the lives
of the people we serve.”
Pastor Alfred Young, Upward Community Services
“I like to help kids. It does my heart good.”
Doyle Coatney, Doyle Coatney Foundation Fund
“From our inception, Christwood has partnered with other not-for-profit leaders to
enhance our mission to the community. The Northshore Community Foundation
is a perfect alliance for us for our mutual benefit and to serve the Northshore.
Christwood could not be more pleased to be in this strategic partnership.”
Steve Holzhalb, III, Christwood Retirement Community
MAKE A DIFFERENCE
JOIN TODAY:
SUPPORTER LEVELS:
The Northshore Community
Foundation needs supporters who
share our vision of caring for
those in need, while partnering on
bold initiatives which make our
region shine. Your donation will
go toward building a better place.
Partner in Civic Advancement
$5,000 to $10,000
Corporate Sponsor
$1,000
Annual Supporter
any amount to support our work
Please join online at NorthshoreFoundation.org
or fill out the form below:
Yes, I would like to contribute $_____________________________________________
Please bill me next year for my recurring partnership
Name:__________________________________________________________________
Company:_______________________________________________________________
Mailing Address: _________________________________________________________
City:_____________________ State:_______ Zip:_________Parish:________________
Email: _________________________________________________________________
Office Phone: _________________________ Cell:_______________________________
In all official records, our name(s) should appear as follows:
_______________________________________________________________________
Preferred Method of Payment:
Check is enclosed
Credit Card
Visa
MasterCard
American Express
Cardholder Name:
Card Number:____________________________________________________________
Exp. Date:___/___/___ Security Code:_______________________________________ Billing Address (if different from mailing address):
Billing Address: __________________________________________________________
City:____________________________ State:___________Zip:_____________________
MAIL TO: Northshore Community Foundation
Northpark II, 103 Northpark Blvd., Suite 201
Covington, Louisiana 70433
FUNDS
1906 Founders Endowment Fund
Cards 4 Kids Fund
Carpenter Family Fund
Catherine Farnsworth Gensler
Foundation Fund
Center of Philanthropy
CGB Enterprises - Japan Disaster
Relief Fund
Charles & Elizabeth Goodyear Fund
Christwood Fund
Dale & Sharon Mahnke Charitable
Gift Fund
Danny & Susan Shaw Fund
Darlene Duda Fund
Donahue Favret Contractors Fund
Doyle Coatney Foundation Fund
EWE, LLC Fund
Fay & Phelan Bright
Endowment Fund
Fennelly Sanchez Fund
Founders Forum Fund
Fund for Bogalusa - Endowment
Fund for Bogalusa - Spenddown
Gulf Relief Foundation Fund
Hoops for Kids Fund
HOYST Fund
J. Scott Chotin, Jr. Northshore
Family Community Fund
JAA Foundation Fund
Jack & Maura Donahue Fund
Jeremy Hebert Defibrillator Fund
Jinx Vidrine Legacy Foundation Fund
STAFF
Susan H. Bonnett, President & CEO
Carla Mouton, Administrative Manager
John Lohman Christwood
Endowment Fund
Kids in Need During Disasters
(KINDD) Fund
KIT Fund
Lake Pontchartrain Basin
Foundation Fund
Legacy Gardens Fund
Mandeville Recreation
Endowment Fund
Mill Town Players Fund
MILNE Fund
Northshore Hurricane Isaac
Recovery Fund
Pamlab Corporate Fund
Peter A. & Lisa H. Wilson
Charitable Fund
Recreation District 16 Fund
Richard Family Fund
Robin & Pamela Mingo Fund
Rotary Club of Slidell Northshore
Endowment Fund
Sibley Family Fund
Skipper Award in Memory of Ivan
Zenon Scholarship Fund
SOS - Abita Beer Charitable Fund
South Slidell Swimming
Scholarship Endowment Fund
South Slidell Swimming
Scholarship Spenddown Fund
STARC Endowment Fund
Zen-Noh Grain - Japan Disaster
Relief Fund
SUPPORTERS
Abita Brewing Company, LLC
AT&T
Janice & Edward Amar
Debra Neill-Baker
Stephanie & Greg Berault
Dorothy Blossman Charitable
Foundation
Susan Bonnett & Mace Bourgeois
Fay & Phelan Bright
Patricia Brister
Broadway Inc./K Bar B
Youth Ranch
Business First Bank
Judy & Sam Camp
Krista & Tim Carpenter
Champagne Beverage Company, Inc.
J. Scott Chotin, Jr.
City of Mandeville
Maureen Clary & Peter J. Link
Doyle Coatney
Columbia Road Land Company Inc.
Community Christian Concern of
Slidell Inc.
Kim & Robert Crosby
Jaie & Howard Daigle
Donahue Favret Contractors
Maura & Jack Donahue
Mimi Goodyear Dossett
Lillian & Jimmy Maurin/EWE, LLC
David Fennelly & Carlos Sanchez
Patricia & John Finan
First Community Bank
First Premium Insurance Group Inc.
Friends of the Park Abita Springs
Food Bank of Covington
Dr. & Mrs. Gerald L. Foret
Connie & Larry Galloway
Dr. Lawrence Gensler
Elizabeth & Charles Goodyear
Kathryn & Scott Gutterman
H2O Systems Inc.
Ann Hebert
Hornbeck Offshore Services
International Paper Company
Jaeger Foundation
JP Morgan Chase Bank, N.A.
Julie & Robert Jardine
Sally & Richard F. Knight
Joseph A. Luquet, Jr.
Lowry Dunham & Vivien
Insurance
Mary Queen of Peace Church
Mele Printing
Pamela & Rob Mingo
Money Hill Golf & Country Club
Anne & Monty Montgomery
Carla & Steve Mouton
Netchex
Sharron & Bill Newton
Northshore Business Council
Northshore Families
Helping Families
Olivet, LLC/Jenifer & John Besh
OPTIONS Inc
Our Daily Bread of
Tangipahoa Inc.
P & W Industries, LLC
Ginger & Larry Paddock
Willie Paretti
Parish Concrete, LLC
Resource Bank
Norma & Todd Richard
St. Andrew’s Village
St. Scholastica Academy
St. Tammany Alliance on Mental
Illness/NAMI
St. Tammany East Chamber of
Commerce
St. Tammany SALT Council
Chuck Sabadie & Associates
SCORE Northshore Chapter 0707
SCP Distributors, LLC
Cheryl & Carl Schneider
Susan & Danny Shaw
Cindy & Shell B. Sibley
Stirling Property, LLC
Sunshine Village
Allison & Will Trist
Georgia & Nick Trist
Jacqueline “Jinx” Vidrine, Ph.D
WHLC Architecture
D. Randy Waesche
West St. Tammany Chamber of
Commerce
Weyerhaeuser Real Estate
Development Company
Lisa & Peter Wilson
MEMORIALS
In memory of Harriet Malina
from Ms. Colleen Kelley
BOARD OF DIRECTORS
HOW WE ARE GOVERNED
The Foundation is governed by up to 18 directors who are elected by
members to three-year terms. Directors may serve two consecutive terms.
The immediate past Board Chair serves as a member of the Executive
Committee and member of the Board, as does the CEO of the Foundation.
This year, we offer a special note of thanks to our 2012 retiring board
members whose terms have ended. Your leap of faith and bold leadership
have shaped the legacy of our Foundation:
Debra Neill-Baker, Tim Carpenter, Chuck Sabadie and William P. Trist.
2012 BOARD OF DIRECTORS
Jimmy Maurin, Chairman
William P. Trist, Vice-Chairman
Richard F. Knight, Secretary/Treasurer
Maura Donahue, Past Chairman
Debra Neill-Baker
Will Boudreaux
Fay Bright
Tim Carpenter
Mimi Goodyear Dossett
Scott Gutterman
Joseph Jaeger
Sharron Newton
M. Todd Richard
Chuck Sabadie
Randy Waesche
FINANCES
ASSETS
$14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$0
JANUARY 2006
9.87%
DECEMBER 2012
2012 return on the
Foundation’s Investment Portfolio
WE NEED YOU – JOIN US!
To become a supporter, please fill out the form
on the back and mail to our address below.
Northshore Community Foundation
Northpark II, 103 Northpark Blvd., Suite 201
Covington, Louisiana 70433
P: 985.893.8757 | F: 985.893.8759
NORTHSHOREFOUNDATION.ORG