board of directors - Coral Gables Community Foundation

BOARD
BOARDOF
OFDIRECTORS*
DIRECTORS
Carlos
F. Garcia
, CPA, CPA
Carlos
F. Garcia
Partner
Partner
William
WilliamA.A.Bonn
Bonn, Esq.
, Esq.
L.“Tony”
“Tony”Rogers,
Rogers,JDJD
Anthony L.
President|CEO
President|CEO
Goldstein
Schechter
KochKoch
Goldstein
Schechter
IM
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DD
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E EPA
SS
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AA
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IM
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PA
PlanningConsultants
ConsultantsGroup
Group
Planning
F. David
Olazabal
F. David
Olazabal
Karelia
KareliaMartinez
MartinezCarbonell,
Carbonell,
John O’Rourke III
C HC
AH
I RA I R
VP |VP
Financial
Advisor
| Financial
Advisor
Morgan
Stanley
SmithSmith
Barney,
LLC LLC
Morgan
Stanley
Barney,
T R ET A
E RR E R
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AR
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CFREDPA
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CCHHAAIIRR EELLEECCTT
2013
ANNUAL
REPORT
2013
ANNUAL
REPORT
President
Montica Jewelry
t a b tl ae b lo ef o
c fo nctoennttesn t s
CHAIR - COMMUNIT Y
GIVING COMMIT TEE
Chairman’s
Letter |Letter
Council
of Past Chairs
2-3
Chairman’s
| Council
of Past.......................
Chairs..................2-3
John
R. Allen,
Jr. Jr.
John
R. Allen,
Vice
President
of Operations
Vice
President
of Operations
HomeHome
Financing
Center
Financing
Center
Andria
AndriaHanley
Hanley
VP
VPof
ofDevelopment
Development
Camillus
CamillusHouse
House
Ari Rollnick
Foundation
History History
| Founding
Members
......................... 4-5
Foundation
| Founding
Members....................4-5
Principal
Kabookaboo
Charitable
Giving .........................................................
6-7
Charitable
Giving...................................................6-7
2013 Fund
Disbursements
............................................... 8
2013
Fund Disbursements..........................................8
PatPat
Blanco,
BSN,BSN,
MPH,MPH,
FACHE
Blanco,
FACHE
Magnet
Project
Director
Magnet
Project
Director
Doctors
Hospital
Doctors
Hospital
Paul
PaulLowenthal
Lowenthal
President
President
Southern
SouthernAudio
Audio& &Visual
Visual
Matthew
MatthewT.T.Meehan
Meehan
William
Colas
William
Colas
Kerdyk
Real Real
Estate
Kerdyk
Estate
Ex-Officio/CHAMBER LIAISON
President|CEO
Coral Gables Chamber of Commerce
Marielena A. Villamil
President|Owner
President|Owner
The
The Washington
Washington Economics
Economics Group
Group
MTM
MTMManagement
Management
CurrentCurrent
Funds -Funds
2013 ................................................10-11
- 2013..........................................10-11
Foundation
Donors Donors
.......................................................
12
Foundation
.................................................12
Owner
Owner
The
TheHighBoy
HighBoy
Investment
PortfolioPortfolio..................................................9
....................................................... 9
Investment
Mark A. Trowbridge
Merrick Merrick
Society Society........................................................13
............................................................ 13
President|COO
Executive
Director’s
Letter .........................................14-15
Executive
Director’s
Letter....................................14-15
Founder|Executive
Founder|ExecutiveDirector
Director
Sunil’s
Sunil’sHome
HomeOrphanage
Orphanage
Sissy
DeMaria
Sissy
DeMaria
PRESIDENT
PRESIDENT
Lee
LeeJ.J.Osiason,
Osiason,Esq.
Esq.
KrepsKreps
DeMaria
DeMaria
Osiason
OsiasonLaw
Law
Wayne
Cameron
Eldred
Wayne
Cameron
Eldred
Ex-Officio/CITY
Ex-Officio/CITYLIAISON
LIAISON
OWNER
OWNER
Tarpon
BendBend
RawRaw
Bar &Bar
Grill
Tarpon
& Grill
Mary
Mary Snow
Snow
Executive
Executive Director
Director
Coral
Coral Gables
Gables Community
Community Foundation
Foundation
PHYSICALPHYSICAL
ADDRESSADDRESS
3001 Ponce de
Leon
Blvd.,
3001
Ponce
deSuite
Leon 203
Blvd., Suite 203
Coral Gables,Coral
FL 33134-6824
Gables, FL 33134-6824Board
MAILING MAILING
ADDRESSADDRESS
1825 Ponce de
Leon
Blv.,de
PMB
#447
1825
Ponce
Leon
Blv., PMB #447
Coral Gables,Coral
FL 33134-4418
Gables, FL 33134-4418
Commissioner
Commissioner
Frank
FrankC.Quesada,
C.Quesada,Esq.
Esq.
Quesada
QuesadaLaw
LawFirm
Firm
*Indicates Board of Directors
at time of printing
T 305.446.9670
T 305.446.9670
305.446.3773
F
F 305.446.3773
[email protected]
[email protected]
LIKE OUR LIKE OUR
FAN PAGE FAN PAGE
Zeke
Guilford,
Esq.Esq.
Zeke
Guilford,
Guilford
& Associates
Guilford
& Associates
1818
Foundation
Events ....................................................16-17
Foundation
Events..............................................16-17
Aura
AuraReinhardt
Reinhardt
VP
VPCorp
CorpCommunications
Communications&&
Services
Services
Bacardi
BacardiU.S.A.,
U.S.A.,Inc.Inc.
@CGCF @CGCF
ofBoard
Directors
| Executive
Committee
........................ 18
of Directors
| Executive
Committee...................18
COUNCIL OF PAST CHAIRS
CORAL GABLES
coUncIl of Past cHaIRs
William A. Bonn (2011, 2012)
Jerry Santeiro* (2009, 2010)
Executive Director | Guardianship Program of Dade County, Inc.
Merrick Society Reception • June 5, 2013
The inaugural Merrick Society Reception took place at Riviera Country Club in Coral Gables. The annual event is a
night of appreciation for the Foundation’s biggest donors. The evening’s special guest was Robert J. “Bob” Fewell.
The Foundation recognized Mr. Fewell as the first lifetime member of the Merrick Society for his contribution of
$100,000.
Jeannett Black Slesnick (2008)
Slesnick & Jochem, LLC
Howard Glicken (2007)
Chairman | The Americas Group
Ponce Society of Young Professionals Events
The Ponce Society of Young Professionals held many
special
events
and
fundraisers
throughout
2013,
including the Dress Shirt & Tie Drive for the Coral Gables
Senior High football team, Halloween Haunted Jaunt
Pub Crawl and a Holiday Happy Hour, among others.
J. Thomas “Tom” Cookson (2006)
Akerman Senterfitt
Yolanda Woodbridge (2005)
President | YW Associates
William P. “Bill” Murphy (2004)
Senior Vice President & Wealth Strategist | Northern Trust
Henry O. “Hank” Langston (2003)
Dean of Faculty | Gulliver Schools
Mary M. Young (2002)
Director, Sanford L. Ziff Graduate Career Services Center | University of Miami
The Hon. George M. Corrigan (2001)
Former Mayor, City of Coral Gables
José A. Calvo* (1999, 2000)
The Hon. Donald D. “Don” Slesnick II (1997, 1998)
Former Mayor, City of Coral Gables
Law Offices of Slesnick & Casey, LLC
22nd Annual Gala - “Viva Las Gables” • October 19, 2013
Our Vegas-themed “Viva Las Gables” Gala, chaired by Matthew Meehan and Aura Reinhardt, was held at the Coral
Gables Country Club. Our most successful Gala in the organization’s history, we were pleased to announce the
Presenting Sponsorship of The Lincoln Motor Company. Special thanks also to our Gold Sponsors: Agave Holdings,
LLC; Bacardi U.S.A., Inc.; and The HighBoy. For 2013, we honored community leaders in 4 categories:
•
WILLY BERMELLO LEGACY AWARD, Bob Dickinson
•
JERRY SANTEIRO COMMUNITY AWARD, Maria C. Alonso
•
CULTURE AWARD, Arva Moore Parks
•
EDUCATION AWARD, Allison Langer
Ronald A. “Ron” Shuffield (1996)
President & CEO | EWM, Inc., Realtors®
John P. Fullerton (1995)
Fullerton Diaz Architects
Willy Bermello (1992, 1993, 1994)
Bermello Ajamil & Partners, Inc. | BAP Development
DIRectoRs eMeRItI
Patricia H. “Pat” Clarke • Albert H. Friedman*
Marian Cline Krutulis* • Verneka Silva*
*denotes deceased
2 CORAL GABLES COMMUNITY FOUNDATION 2013 annual
report
2013 annual report
CORAL GABLES COMMUNITY FOUNDATION
17
FOUNDATION EVENTS
The Coral Gables Community Foundation holds a number of annual events. There are fundraisers, including mainstays
like our Annual Gala and the Tour of Kitchens, while others are held in appreciation for those associated with the
Foundation, such as our Board of Directors Appreciation and Installation Reception. The inaugural Merrick
Society Reception was also held in 2013 to honor our highest-level donors.
4th Annual TOUR of KITCHENS • January 26, 2013
A self-guided tour showcasing Coral Gables’ finest home kitchens, the 2013 Tour of
Kitchens, presented by Apollo Bank, also featured an opening and closing event. Tour
stops offered food tastings, table setting displays, cooking/appliance demonstrations
and the sale of foodie and home-related merchandise. The Tour raised funds to endow
the Culinary Arts Fund, benefitting the Coral Gables Senior High School Culinary Arts
CHAIRMAN’S LETTER
I am proud of the progress the Coral Gables Community Foundation (CGCF) has made in my
first year as Chairman. We have become stronger and better than ever thanks to supporters
who live and work in the City Beautiful.
Now in its 22nd year, The Foundation has given more than $4 million back to our local
community through our fund holders’ contributions to the arts and culture, green space,
health and education. The people associated with this Foundation - our donors, investors,
Board Members and volunteers - always go above and beyond expectations to continue
making Coral Gables an extraordinary place to live and work.
The mission of the Coral Gables Community Foundation is to enhance
the quality of life in Coral Gables and we take our mission seriously.
Coral Gables Senior High School is a focus of our efforts. Through
our fourth annual Tour of Kitchens, we raised money to open and
endow the Culinary Arts Program Fund benefitting the Culinary Arts
department at Coral Gables Senior High School. CGCF scholarship
funds along with our own Foundation contributions provided
scholarships for talented and deserving students in academics and
the arts. The Foundation and our Executive Director, Mary Snow, keep
close ties with the administration of the local schools so that we may
help them continue to thrive.
Program.
Board Appreciation and Installation Reception • January 28, 2013
The Coral Gables Community Foundation’s annual installation of officers and directors was held at Seasons 52.
Carlos F. Garcia, CPA, began his two-year term as Chairman with a board retreat prior to the installation, at which
directors discussed community and foundation initiatives. Attorney William A. Bonn completed his term as chair
and continues on the board as Immediate Past Chair.
MAD HATTER • May 22, 2013
Our fourth annual MAD HATTER Event was held at Tarpon Bend Coral Gables, generously hosted by owner and
Foundation Board member Wayne Eldred. Approximately 50 friends attended to enjoy spirits and hors d’oeuvres
provided by Tarpon Bend. Guests with the most creative hats won prizes, also donated by Tarpon Bend.
Our 2013 Viva Las Gables gala was the Foundation’s most successful
fundraising event to date. Also in 2013, we inaugurated the
annual Merrick Society Reception. The event was created to show
appreciation for our Merrick Society members, the Foundation’s biggest donors. Merrick
Society members substantially contribute to the vision that George Merrick had for Coral
Gables, the city he founded. In 2013, we recognized and honored Robert J. “Bob” and
Marian Fewell as Lifetime Merrick Society members for their exceedingly generous $100,000
donation. We are pleased and grateful that the Fewells became lifetime members of the
Merrick Society.
As I look forward to enhancing the footprint of the Foundation, I encourage you to also take
an active role in your community and your community foundation. Start a donor-advised fund
that addresses needs that are important to you and your family; contribute to our endowment
fund to ensure the future quality of life in our community; consider the Foundation in your
estate planning; become a member of the Merrick Society (memberships begin at $1,000);
and learn more about taking a hands-on role with the Coral Gables Community Foundation.
Thank you for your involvement in the City Beautiful.
Sincerely,
Carlos F. Garcia
Carlos F. Garcia, CPA
Chair, 2013 - Present
1416
CORAL GABLES COMMUNITY FOUNDATION
2013 annual report
2013 annual report
CORAL GABLES COMMUNITY FOUNDATION 3
FOUNDATION HISTORY
On June 17, 1991, a group of community leaders met to create the Coral Gables
Community Foundation: Kent Abney, Donna Abood, Jim Barker, Bob Bauchman,
Jeanne Becker, Willy Bermello, Tom Bovee, Tom Bradley, Gabe Bustamante,
David Case, Tom Chegin, Terry Claus, Denny Fast, Michael Fong, Gail Goggin,
Willie Gonzalez, Seth Gordon, Mort Guilford, Allan Heard, Roberta Hulce,
Joel Karp, Bill Kerdyk, Jr., Michael Lewis, David Lieberman, Kay Little, Elliott
Lowenstein, Derek Lyth, Steve Magenheimer, Lolita Manchero, Lee Mandell,
Victoria Mendero, Ralph Moore, Mel Morganstern, Janelle Patty, Georgian
Prats, Ron Robinson, Neil Rollnick, David Rowe, Laura Russo, Jerry Santeiro,
Ron Shuffield, Walt Stanton, Karl Steene, Ron Stone, Cathy Swanson, Bud
Thompson, Bon Trescott, Eileen Vargas, Guillermo Villar, Ellen Wacher,
Dorothy Weaver and David Wind.
Established in August 1991 as the “Greater South Florida Charitable and
Educational Foundation, Inc.,” the Foundation’s first officers were: Wendell E.
Ray PRESIDENT, Len Pagano VICE PRESIDENT, L. Kent Abney VICE PRESIDENT,
Gabriel Bustamente TEASURER, and Susan McMahon SECRETARY.
In September of 1991, the Foundation’s name was changed to “Coral Gables
Foundation,” and the new officers were: Ronald W. Robison PRESIDENT, David
R. Winick VICE PRESIDENT, L. Kent Abney VICE PRESIDENT, Thomas J. Bradley
TREASURER, and Melvin C. Morganstern SECRETARY.
The Coral Gables Chamber of Commerce played a key role in establishing the
Foundation. The first Foundation offices were housed in the Chamber, and the
Chamber provided a $16,700 loan to cover start-up administrative costs. According to
the Foundation’s first Chair, Willy Bermello, “Without the Chamber’s leadership
L-R: ARVA MOORE PARKS, ALLISON LANGER, BOB DICKINSON, ANDRIA HANLEY AND MARIA ALONSO ON SATURDAY,
OCTOBER 19, 2013, AT THE 22ND ANNUAL GALA.
and foresight, the Foundation would not have been possible.”
Mr. Bermello’s leadership, along with support from other business leaders, such as
Albert H. Friedman (the late “Mr. Miracle Mile”) forged a long-lasting friendship
between the Chamber and the Foundation.
On June 15, 1995, the Foundation’s Board voted to change the name of the Foundation
to the “Coral Gables Community Foundation” in order to better describe its
purpose, and to distinguish it from private foundations.
“The Coral Gables Community Foundation is able to create an event that brings
the community together to celebrate where we live, work, learn and play while
at the same time raise funds to meet the needs of our community.”
-CARLOS F. GARCIA, Chairman, 2013-Present
For close to 25 years, the Coral Gables Community Foundation has worked to improve
the quality of life in Coral Gables by addressing community issues, promoting
responsible philanthropy and connecting donors to critical, local needs such as
education, culture, and historical preservation. Over $4 million has been awarded in
the community since 1991.
4 CORAL GABLES COMMUNITY FOUNDATION
2013 annual report
2013 annual report
CORAL GABLES COMMUNITY FOUNDATION 15
EXECUTIVE DIRECTOR
Dear Coral Gables Friends:
The Coral Gables Community Foundation celebrated its 22nd year in 2013, continuing to play
a vital philanthropic role in Coral Gables. With our focus on funds, we exist to assist you in
achieving your charitable goals in our community.
The 30 funds we manage advance our mission of enhancing the quality of life for people living
and working in Coral Gables. The Alhambra Water Tower has been renovated, in part through
the PARKnership Fund, while proceeds from the annual Tour of Kitchens gave us the ability
to start the Culinary Arts Fund, benefitting the culinary arts program at Coral Gables High
School. One of our newest Funds, Give a Buck for Special Equestrians provides therapeutic
horse riding programs for adults and children with special needs. GSK Cares, a fund created
by the partners of Goldstein Schechter Koch, has contributed much to the South Florida
community during its short existence. We are proud of the diverse work that all of our funds
do in many different areas of genuine need.
Over the years, the Foundation has kept its eye clearly focused on the City of Coral Gables
and the needs of our community. We accomplish this by awarding annual scholarships and
contributing to important cultural hubs such as the Coral Gables Museum and the Coral Gables
Art Cinema. The Foundation has stewarded more than $4 million since 1991 in areas such as
arts and culture, green space, health, historic preservation and education.
At the Coral Gables Community Foundation, we hope to inspire local philanthropy through our
donor-advised funds, our endowment funds and our scholarship funds while facilitating ease in
your giving. We are fortunate to be surrounded by philanthropic-minded citizens such as you.
Let us celebrate our community and the benefactors who have made so many lives better. We
hope that in celebrating, we honor all the generous donors who enrich our City Beautiful.
Sincerely,
Mary Snow
Executive Director
14 CORAL GABLES COMMUNITY FOUNDATION
2013 annual report
2013 annual report
CORAL GABLES COMMUNITY FOUNDATION 5
CHARITABLE GIVING
Your Community. Your Philanthropy. Your Foundation.
The Coral Gables Community Foundation is the vehicle for our donors’ philanthropic giving in
the community. Our goal is to help our donors make their philanthropy more effective, more
creative and more local. Over the years, donors have trusted us with their charitable giving
and in estate plans—thus creating their legacy, and significantly impacting their community
each year.
Anyone Can Make a Significant Contribution
We believe that everyone can be a philanthropist. When you partner with the Coral Gables
Community Foundation, we’ll help you become one.
Our focus is philanthropy and community. Our donors enjoy working with us because of
that. The Foundation’s professional staff provides excellent personal service and a deep
understanding of your community and its long-term needs.
Thinking About Leaving a Legacy—Why Wait?
The Foundation’s staff speaks with each donor to help them determine what causes are
important to them.
With that information, a custom, charitable fund is created. The donor chooses how much
and what kind of assets to start the fund (cash, stocks and assets, for example). Since 1991,
the Coral Gables Community Foundation has helped individuals, families and businesses
create personal, permanent and powerful legacies by establishing custom, charitable funds.
We ask you the significant questions: what do you want to achieve with your life, your assets
and your legacy?
Creative Philanthropy for Local Impact
The Foundation makes philanthropy local, easy and enjoyable. We help the donor leave a
lasting legacy that will impact their community.
We offer custom, charitable solutions for each individual donor today for generations to come.
A powerful and meaningful way for individuals to create a philanthropic legacy for their
community and the causes they care about most.
An Endowment is FOREVER. Create Your Legacy TODAY
Creating an endowment with the Coral Gables Community Foundation is an opportunity to
provide a gift that will continue to give well into the future as well as an opportunity to fund
the needs in your community.
_____________________________________________________________________________________________
For additional information regarding ways to create your legacy, please contact our
DIRectoR, Mary Snow at 305.446.9670 or [email protected].
6 CORAL GABLES COMMUNITY FOUNDATION
2012 annual report
2013 annual report
execUtIve
CORAL GABLES COMMUNITY FOUNDATION 7
FUND DISBURSEMENTS
FUND DISBURSEMENTS
MERRICK SOCIETY
MERRICK SOCIETY
Created in 2008, the Merrick Society* is a collection of generous individuals who make a
three year commitment to the Foundation with gifts that currently range from $1,000-$10,000.
Created in 2008, the Merrick Society* is a collection of generous individuals who make a three
Special thanks
our Merrickwith
Society
year commitment
to to
theallFoundation
gifts members:
that currently range from $1,000-$10,000. Special
thanks to all our Merrick Society members:
$100,000
Level
$100,000
Level
Robert
J. “Bob”
& Marian
Fewell**
Robert
J. “Bob”
& Marian
Fewell**
2013 DISBURSEMNETS BY CATEGORY
Community & The Arts
$ 95,000
Hyperlocal Media & Technology
$ 13,250
Medical & Health
$ 19,250
Youth Programs & Scholarships
$ 51,500
TOTAL
$ 179,000
$10,000 Level
$10,000 Level
William A. Bonn
William A. Bonn
$5,000 Level
$5,000 Level
Lee Osiason
Lee Osiason
$2,500 Level
Evelyn
J. Budde
$2,500
Level
Miles A.
III
Evelyn
J. McGrane,
Budde
T. Meehan
MilesMatthew
A. McGrane,
III
Alex Monatgue & Maria Alonso
Matthew T. Meehan
$1,000 Level
Alex Monatgue & Maria Alonso
JOHN R. ALLEN, JR.
JASON NEAL
$1,000 Level
JOHN R. ALLEN, JR.
JASON NEAL
MARC BERENFELD
F. DAVID OLAZABAL
MARC BERENFELD
PATRICIA BLANCO
F. DAVID OLAZABAL
JOHN O’ROURKE, III
PATRICIA BLANCO
KARELIA MARTINEZ CARBONELL
JOHN O’ROURKE, III
ALFONSO PEREZ
KARELIA MARTINEZ CARBONELL
GEORGE CORRIGAN
ALL DISBURSEMENTS 1991 - 2013
Community & The Arts
$ 1,887,000
GEORGE CORRIGAN
SISSY DEMARIA
SISSY DEMARIA
DR. JOYCE ELAM
Elderly & Disadvantaged
$ 672,000
Hyperlocal Media & Technology
$ 955,000
Medical & Health
$ 369,000
Youth Programs & Scholarships
$ 777,000
WAYNE ELDRED
CARLOS F. GARCIA
$ 4,660,000
CARLOS F. GARCIA
ZEKE GUILFORD
TOTAL
ALFONSO PEREZ
AURA REINHARDT
AURA REINHARDT
ANTHONY L. “TONY” ROGERS
ANTHONY L. “TONY” ROGERS
ARI ROLLNICK
DR. JOYCE ELAM
WAYNE ELDRED
ZEKE GUILFORD
ANDRIA HANLEY
ARI ROLLNICK
DR. AUDREY & H.J. ROSS
DR. AUDREY & H.J. ROSS
JORGE E. SILVA
JORGE E. SILVA
DONALD “DON” & JEANNETT SLESNICK
DONALD “DON” & JEANNETT SLESNICK
EDDIE & JUDY SNOW
ANDRIA HANLEY
PATRICIA KEON
EDDIE & JUDY SNOW
JOSE VALDES-FAULI
PATRICIA KEON
HENRY LANGSTON
JOSE VALDES-FAULI
MARIELENA VILLAMIL
HENRY LANGSTON
RODOLFO LLEONART
RODOLFO LLEONART
PAUL LOWENTHAL
PAUL LOWENTHAL
8 CORAL GABLES COMMUNITY FOUNDATION
8 CORAL GABLES COMMUNITY FOUNDATION
2013 annual report
2013 annual report
MARIELENA VILLAMIL
CHIP WITHERS
CHIP WITHERS
*List indicates Merrick Society members as of June 2014
**Denotes lifetime membership
*List indicates Merrick Society members as of June 2014
**Denotes lifetime membership
2013 annual report
2013 annual report
CORAL GABLES COMMUNITY FOUNDATION 13
CORAL GABLES COMMUNITY FOUNDATION 13
FOUNDATION DONORS
FOUNDATION DONORS
Alice G. Abreu
Stanley Davidson
Dean Klevan
Ms. Eloise Rodriguez
John Clark Adams, Esq.
Joyce R. Davidson
Mary Beth Klock-Perez
José J. R. Villablobos & Christoper J.
John R. Allen, Jr.
Jeanne Anne Davis
Steven H. & Midge Krams
Lapan
The Allen Morris Foundation
Susie B. Davis
Andrew La Barbera
Jacob Roffman
Alice G. Abreu
James W.
& Ashley Cusack
Marleene
Shelly Roberts
Timothy Anagnost,
Esq.
Stefen
de Kanter
Vicente
Lago Kerdyk
AnthonyMs.
L. Rogers,
J.D.
John
ClarkAnderson
Adams, Esq.
Stanley
Davidson
Vice
William
H. Kerdyk, Jr.
MaryA.
Lou
Rodón-Dolara,
John E.
& Sarah
Cristina
de la Maza
Mr.
& Mayor
Mrs. Joe
Lancaster
Margaret
“Peggy”
Rolando Esq.
John
R. Allen, Jr.
Joyce
R. Davidson
Klevan
Ms.
Maria Rodriguez
Richard
Anderson
Sissy
DeMaria
R. KirkDean
Landon
AriAna
Rollnick
The Allen
Morris
Foundation
Anne
Davis
Mary
Beth Langston
Klock-Perez
Ms. Eloise
Carlos
& Yolanda
Rossi
RichardJeanne
J. DeWitt,
Esq.
Henry O.
“Hank”
Dr. Audrey
& H.J.Rodriguez
Ross
Timothy
Anagnost, Esq.
Susie
B. Davis
Steven
H. & Leidel
Midge Krams
JoséRosenblatt
J. R. Villablobos
Christoper J.
Fay
P. Aronson
Beula G.
Diamond
Anne
Slesnick
Brad
& Rene& Ruiz
John
E. &Arroyo
Sarah Anderson
de Kanter
La Levin
Barbera
LapanEsq.
Antonio
AprilStefen
M. Dojnia
HerbertAndrew
M. & Vera
David Rothenstein,
Richard
Anderson
la Maza
Vicente
Lago
Jacob Roffman
Mr. & Mrs.
Jon Arthur
Dr. and Cristina
Mrs. Londe
Dowlen
Mr. and Mrs. David
Lieberman
Ingrid Garcia
Ruiz
Carlos
Yolanda Rossi
Sissy DeMaria
Mr. & Mrs.
Joe Lancaster
L. Rogers,
J.D.
Yvette &
Ayala
David Duckenfield
Magnus
Liljedahl
Mr. and Mrs.Anthony
Carlos Ruiz
de Quevedo
Fay
P. Aronson
Richard
J. DeWitt,
Esq.
R. Lleonart
Kirk Landon
Margaret
A. Rust
“Peggy” Rolando
Irela
Bagué
Mr. and Mrs.
J. Bruce
Ehrenhaft
Rodolfo
Robert W.
Antonio
Diamond
Henry
O.Lopez
“Hank” Langston
Rollnick
Ron
Baker Arroyo
Dr. Beula
Joyce G.
Elam
Magda
BruceAri
Ryan
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Paul
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Mr. and
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Mr. and Mrs. John
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RichardAnn
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L. Trescott,
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Mrs. John Moorman
& Kate Taylor
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Robert
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Mr.Mrs.
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Richard Newman
Thomas
L. Toolin & Bruce Jordan
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F. David
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Raul Valdes-Fauli
Mr. Mrs.
and Mrs.
Charles
W. Butler
Andria
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Joyce Newman
Robert
L. Hussen
Trescott, P.A.
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Robert
Campbell
Glenda
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Lee J. Osiason,
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Van
Mr.
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Mrs.
James
Harold Harley
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Kevin
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Patricia
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Jesus A. Cabrera
John Harmon
John Pallot
O’Rourke, III
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Karelia M. Carbonell,
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Mr. & Mrs. Eugenio
Hernandez
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Marielena
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Hertz and
Mr. Andrew
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Robert
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Mrs. G. W.
Lynn
Chafin
Huerta,
Thomas
A. Whitehurst,
Mr. and
Cole
BeatrizManuel
Jimenez,
R.N. Jr.
Commissioner FrankJackson
C. Quesada, Esq.
Yolanda
V. “Yoli”
Woodbridge CFP
Rene M. Cookson
& Aimee Cibran
Mr.
and Mrs.
Martin Hughes
and A.
Mrs.
Alfonso Perez
Claire-Frances
J. Thomas
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Jochem
Ms. Mr.
Aurelia
Reinhardt
Patricia VilaFinnegan
Wright Whitehurst
H. Clarke
VicDameron
Hyder Jolly
Mr. and
Mrs. Rendeiro
Roderick N. Petrey
Mr.
David
H. Whitten
Janet E.Pat
Copeland
Mr. & Mrs. Douglas
Ms.
Carolina
Mr.
& and
Mrs.Mrs.
Rocky
Young
William
Colas
& Nancy
Mr.Charles
Mark Pidal
F. Wilson
Coral Gables
Dry Cleaning
Dr. &Stuart
Mrs. Jim
Jude Iliffe
Mr. and Mrs.
Rigl
Mary Jane
M. Young
Mr. and
Mrs.M.
Carlton
W. Cole
Jacobs
Mr. Michel
and Mrs.
Timothy Plummer
Mr. and
Mrs.
The Hon.
George
Corrigan
George Ruth
Kakouris
Mr.
Rittenberg
Gloria
A.Malcolm
Zannis B. Wiseheart,
Cookson
Beatriz
Jimenez, R.N.
Mr.
Mrs.
Jimmy
J. Pumariega
Jr.
StephenJ.F.Thomas
& Lu Coxhead
Lucille
Kanelidis
Ms.and
Leslie
Ann
Rivera
Judy Zeder
E. Copeland
Ginger
Jochem
Commissioner
C. Quesada, Esq.
Wayne E. “Chip” Withers
Fernando &Janet
Betsaida
Craveiro
Patricia
Keon
Ms. ShellyFrank
Roberts
Coral
Gables
Dry Cleaning
Mr. Marleene
& Mrs. Douglas
Ms.
Aurelia A. Reinhardt
Yolanda V. “Yoli” Woodbridge
Mr. and Mrs.
Joseph
F.Cummings,Jr.
KerdykDameron Jolly Mary Lou
Rodón-Dolara,
Esq.
TheW.
Hon.
George
M. Corrigan Vice Mayor William
Dr. & Mrs.
Jim JudeJr.
Ms.
Carolina
Rendeiro
Patricia Vila Wright
James
& Ashley
Cusack
H. Kerdyk,
Ms. Ana
Maria
Rodriguez
Stephen F. & Lu Coxhead
George Kakouris
Mr. and Mrs. Charles Rigl
Mr. & Mrs. Rocky Young
Fernando & Betsaida Craveiro
Lucille Kanelidis
Mr. Michel Rittenberg
Mary M. Young
Mr. and Mrs. Joseph F.Cummings,Jr.
Patricia Keon
Ms. Leslie Ann Rivera
Gloria A. Zannis
Judy Zeder
12 CORAL GABLES COMMUNITY FOUNDATION 2013 annual report
12 CORAL GABLES COMMUNITY FOUNDATION
2013 annual report
INVESTMENT
PORTFOLIO
INVESTMENT PORTFOLIO
Our investment portfolio is managed by Coral Gables based firm The Bermont Group led by Peter Bermont. People
with
philanthropic
interests
establish
with usbased
by contributing
a variety
of assets
support
the issues
and
Our
investment
portfolio
is managed
by funds
Coral Gables
firm The Bermont
Group
led bytoPeter
Bermont.
People
with
institutions about
which
they care
deeply.
giving mechanism
provided
by to
thesupport
Foundation
provides
philanthropic
interests
establish
funds
with usThe
by contributing
a variety
of assets
the issues
andfavorable
institutions
tax benefits
and care
eliminates
burden
reporting responsibilities.
continueprovides
to play an
important
in ourand
about
which they
deeply.the
The
givingofmechanism
provided by the We
Foundation
favorable
taxrole
benefits
community
to
bring
stakeholders
together
and
to
support
the
nonprofit
capacity
building
efforts.
eliminates the burden of reporting responsibilities. We continue to play an important role in our community to bring
stakeholders together and to support the nonprofit capacity building efforts.
The Coral Gables Community Foundation takes seriously our fiduciary responsibilities to be proper stewards of donor
funds.
adhere
to a board-approved
Policy
that
includesresponsibilities
quarterly meetings
portfolio
managers
The
CoralWe
Gables
Community
Foundation Investment
takes seriously
our
fiduciary
to be with
proper
stewards
of donor
and
monthly
review
of
financials.
Audited
annually,
complete
audit
information
is
available
upon
request.
funds. We adhere to a board-approved Investment Policy that includes quarterly meetings with portfolio managers and
monthly review of financials. Audited annually, complete audit information is available upon request.
2013 EQUITY ACCOUNT
CASH
$ 7,127
STOCKS
$ 582,638
ACCOUNT VALUE
$ 589,765
2013 FIXED INCOME ACCOUNT
CASH
$ 117,736
STOCKS
$ 239,549
ACCOUNT VALUE
2013 annual report
$ 357,286
CORAL GABLES COMMUNITY FOUNDATION 9
2013 annual report
CORAL GABLES COMMUNITY FOUNDATION 9
CURRENT FUNDS 2013
Jerry Santeiro Community Fund*
A fund established to carry on the legacy of Jerry Santeiro.
Kerdyk Family Trust Music Scholarship Fund
Supports music scholarships and other Coral Gables projects.
The Coral Gables Community Foundation is a collection of charitable funds established
by individuals, families, corporations, or organizations, and administed under the
guidance of the Foundation’s Board of Directors.
Lady Suzanna P. Tweed Scholarship Fund
A need-based scholarship for a graduating Coral Gables High School student.
Albert H. Friedman “Miracle Mile Merchant Award” Fund
Established in 2000, the Award honors outstanding Coral Gables merchants
annually.
Miami-Dade 22nd Century Fund
A donor-advised fund.
The Blaire Endowment Fund
A donor-advised fund.
CGI Merchant Group*
A donor-advised fund.
Community Giving Committee*
Supports broad objectives within the community
Coral Gables Bike Day Fund
Increasing the safety of biking, walking, and other alternative forms
of transportation in Coral Gables.
Coral Gables Community Foundation Endowment Fund*
Established to improve the lives of those who live, study or work in Coral Gables.
Coral Gables Community Foundation Scholarship Fund
An unrestricted scholarship fund.
Culinary Arts Program Fund*
Supports the Culinary Arts Program at Coral Gables Senior High School
Early Learning Children’s Fund*
Supports the early learning coalition of Miami-Dade and Monroe Counties.
Evensky & Katz Fund
To support the Youth For Tomorrow Program whose participants award grants to
youth-related charities and non-profit organizations.
Executive Director’s Discretionary Fund*
A fund created to handle smaller donations within the community
G. W. Carver Elementary & Middle School PTA/PTSA Funds
To support the schools’ International Language Programs.
Give a Buck for Special Equestrians*
Supports therapeutic horse riding programs.
GSK Cares Fund*
Founded by Goldstein Schechter Koch, this fund supports many different
organizations.
Grant & Bridget Daugherty Nursing Scholarship Fund
Funds nursing scholarships for graduating Coral Gables High Seniors.
Harry & Mary Perrin Charitable Fund
Established by long-time Gables residents the late Harry and Mary Perrin.
10 CORAL GABLES COMMUNITY FOUNDATION
2013 annual report
Miami High School Class of ‘61 Scholarship Fund
Scholarship fund organized by Miami Senior High School Class of 1961 graduates.
One Camera One World*
Strengthening family identities & improving self-esteem in children living in poverty
through the medium of photography.
Our Community Salutes Fund
Recognizing high school graduates who have chosen to enlist in the Armed Services.
Parknership Fund
Public/private partnership to create and enhance parks, establish green space,
and restore historic fountains.
R.A. Hauser Family Fund*
A general purpose donor-advised fund.
Raul Valdes-Fauli Archives Collection Fund
Supports archiving of historic City documents and artifacts.
Ralph V. Moore Scholarship Fund for Cavalier Excellence
Established by former Coral Gables Senior High School Principal to recognize a senior
who makes outstanding contributions in academics, activities, service, and character.
Riviera Country Club Fund
To improve the general welfare of the community.
Rotary Club of Coral Gables Endowment Fund
Established in 1997 to serve the youth, the elderly, and disabled individuals.
Shelly Roberts Circle of Love Fund
Created by Shelly Roberts for financial support for critically ill cancer patients in need.
Slesnick Family Fund
A general-purpose donor-advised fund.
Stephen & Jeanne Siegel Family Fund
A donor–advised fund to address community needs.
Symphonettes Fund
A pass-through fund that supports local music programs and organizations
through Symphonettes, Inc.
*Indicates New Fund in 2013
2013 annual report
CORAL GABLES COMMUNITY FOUNDATION 11