Annual Report - The Community Foundation for the National Capital
Transcription
Annual Report - The Community Foundation for the National Capital
2012 T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N A L C A P I TA L R E G I O N COMING TOGE THER TO Catalyze Change 2012 ANNUAL REPORT 2 012 ANNUAL R EP O RT 1 As the wealthiest region in the country, we have a special responsibility – individually and collectively – to respond to the needs of our community. The beauty of The Community Foundation is it allows donors to join with others to strengthen our region in measurable and sustainable ways for the benefit of all of our residents. I have experienced the power of this community of donors firsthand. When the recession hit, I helped launch a Neighbors in Need campaign regionally and in Montgomery County, mobilizing philanthropy to support families in crisis.” – Donor Cliff White About THE CO MMUN ITY FOUND ATIO N Since its founding nearly four decades ago, The Community Foundation has helped its neighbors in need by promoting and supporting effective giving and finding innovative solutions to the region’s most challenging problems. A “community of givers,” The Community Foundation is made up of individuals, families, corporations and organizations who have established more than 800 charitable-giving funds with assets totaling more than $340 million. In FY2012, the Foundation and its donors awarded $70 million in grants to nonprofit organizations in the Greater Washington region and beyond, with an emphasis on helping the region’s residents achieve economic security through education, workforce development and safety net services. Additionally, our donors supported many nonprofit organizations ranging from the arts to the environment. For more information about The Community Foundation for the National Capital Region including its regional affiliates – The Community Foundation for Montgomery County and The Community Foundation for Prince George’s County – visit www.thecommunityfoundation.org. Cover Image: Community vigil at Bruce Monroe Elementary School. Photo by Daniel del Pielago. Writer: Janice L. Kaplan Designer: Beth Ponticello, CEDC.org 2 T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N Letter FROM THE PRESIDENT AND CHAIR The theme of this year’s Annual Report, “Coming Together to Catalyze Change,” not only captures our mission but also addresses the urgency of our efforts at this moment in time. Never before has there been such an overwhelming need for our community of givers – individuals, families and organizations – to come together to increase economic security for all residents of the Washington region. Our philanthropic efforts take on a new urgency as local and state governments continue to cut programs that impact no-, low- and middle-income residents already hit hard by the recession. Together, we are catalyzing change by strengthening the region’s safety net, investing in strategies that increase the percentage of youth who graduate from high school ready for post-secondary activities and supporting effective workforce development programs that provide workers both increased skills and marketable credentials. Investing in the safety net, education reform and workforce development is the cornerstone of our short- and long-term commitment to ensure that all residents have a fair shot at our region’s prosperity. That was what the founders of The Community Foundation had in mind nearly 40 years ago and it is what our evergrowing community of givers is committed to today. In the words of longtime partner Viki Betancourt of the World Bank: “In a time of tremendous economic uncertainty, The Community Foundation has provided resolute and responsible leadership in the local metropolitan region. They have inspired others in the community to address regional challenges by providing the opportunity, as well as the leadership, to collaborate on solutions.” From left, Vice President of Philanthropic Services Angela Jones Hackley; Board of Trustees Chair David Bradt; President Terri Lee Freeman; and CFO & Vice President of Professional Services Mark Hansen. Photo by Rick Reinhard. The past year was filled with examples of those collective efforts. From residents who looked in on neighbors during Tropical Storm Katia to the anonymous donor who offered to match contributions up to $300,000 to our Neighbors in Need Fund. From the board member who purchased beds for a local shelter to another who mobilizes his employees to volunteer at nonprofits that serve underprivileged youth. In the following pages, we highlight our donors and grantees; many others are profiled throughout the year on our website. As we look ahead to our 40th anniversary in 2013, we pause to thank our dedicated board members, hard-working staff and the thousands of donors and nonprofits in the District of Columbia, Maryland and Virginia who, over four decades, have committed themselves to catalyzing change and creating a stable, healthy and vibrant community for all. Sincerely, Terri Lee Freeman David Bradt PresidentChair 2 012 ANNUAL R EP O RT 1 COMING TOGETHER TO CATALYZE CHANGE Accomplishments FY 2012 The Community Foundation’s Neighbors in Need Fund exceeded $5 million thanks to the generosity of our donors and funding partners. The Foundation has distributed more than $4.7 million in grants to 118 safety-net providers who are providing food, shelter, clothing, foreclosure prevention and healthcare in our community. For example, the Fund supported the basic needs of hundreds of thousands of adults and children in the region; prevented hundreds of people from losing their homes; and supported the firstever coordination of safety-net budget advocacy on a jurisdictional and regional level, preserving $45 million in public funding throughout the region. The Foundation and its funding partners launched a new program to help three local hospitals develop the skilled workforce they need to provide high-quality care, while helping healthcare workers advance their careers. “Career Navigators” is an initiative of the Greater Washington Regional Alliance for Careers in Health (ReACH), a group of philanthropic funders, employers and others who came together to address pressing healthcare workforce challenges. The Community Foundation’s Greater Washington Workforce Development Collaborative provides financial support. The initiative was developed to help healthcare employers create career paths so entry-level staff (such as those working in food service, environmental service, and patient transport) can advance into in-demand healthcare occupations. The Community Foundation continued its ongoing commitment to Putting Race on the Table, hosting a discussion with national experts and sponsoring a series of neighborhood tours in conjunction with the Smithsonian exhibition, “RACE: Are We So Different?” After learning about racial inequities in the region and around the country from national experts, Foundation donors participated in tours to the changing neighborhood along the H Street Corridor NE; the Port Towns in Prince George’s County to learn about initiatives aimed at promoting a healthy community; Fairfax County, Virginia, to hear about efforts to close the education achievement gap; and Wheaton, Maryland, a community in transition. 2 The Community Foundation was the local funding sponsor of a new community-wide initiative, Serving Together: Troops, Veterans and Family Care Project. (See related article, page 8). The Community Foundation and Walmart announced $1.25 million in multi-year workforce development grants, as a part of the Foundation’s Walmart Washington@Work Initiative. The grants are helping D.C. residents get the skills and training they need to find employment in customer service and retail sectors. Grants were awarded to Carlos Rosario International Public Charter School, Covenant House Washington, Goodwill of Greater Washington, Latin American Youth Center and So Others Might Eat’s Center for Employment Training. The Community Foundation’s role in managing the September 11 Survivors’ Fund was described by President Terri Lee Freeman in a Washington Post op-ed on the 10th anniversary of the terrorist attacks: “The Survivors’ Fund represents philanthropy at its best. At the same time, the philanthropic spirit lives on in our community. I see it every day, as folks step in to help victims of floods and hurricanes, and those struggling through the economic crisis. The Survivors’ Fund taught us many lessons as a community about emergency preparedness and recovery. For me, it is the ongoing generosity of neighbors helping total strangers that is the richest lesson of all.” In partnership with United Way of the National Capital Area and Razoo, The Community Foundation sponsored Give to the Max Day: Greater Washington. Using a web-based approach pioneered by Razoo, residents of Greater Washington came together on Nov. 9 to raise more than $2 million for area nonprofits in a 24-hour period. The massive first-ever community-wide fundraising campaign provided funding for nonprofits of all kinds during tough economic times and in the face of government cuts and helped them engage with residents of all ages and income levels from throughout the region – including millennial and other digital savvy donors. T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N Our regional affiliate, The Community Foundation for Montgomery County, marked its 15th anniversary at the 2011 Celebration of Giving where 500 guests honored Jeffrey Z. Slavin as “Montgomery County “Philanthropist of the Year.” The Montgomery County affiliate has experienced significant growth in recent years, and has developed an extraordinary community of donors committed to “give where they live,” in the County and across the region. In the past year, dozens of donors served on rotating grants committees of “Sharing Montgomery,” the affiliate’s discretionary giving program that gave more than $600,000 to programs focused on the safety net, education and workforce in the County. With a special anonymous donor challenge grant in honor of the 15th anniversary, the Advisory Board and staff have built Sharing Montgomery’s Endowment to $1.5 million in assets. Thanks to this increased donor involvement, about $5 million, or about 10% of The Community Foundation for the National Capital Region’s total giving last year, was given in grants to Montgomery County nonprofits from all donor and discretionary funds. This increased philanthropy provides critical support in a county where poverty has skyrocketed to include 100,000 adults, many of whom are families with young children. Montgomery County now has the third highest number of low-income residents in the Washington region, after Prince George’s and Fairfax Counties. Philanthropists Vicki and Roger Sant – who have created lasting improvements to this community by investing in cleaning up the Anacostia River and preventing teen pregnancy – and four “unsung heroes” were honored at The Community Foundation’s annual Celebration of Civic Spirit. The four recipients of the Linowes Leadership Awards were Lidya Abune, Student Advocate for Language Access, Coolidge Senior High School; Julia Irving, Community Liaison and Outreach Coordinator, Metropolitan Police Department of the District of Columbia, Sixth District; Catalina Sol, Chief Program Officer and HIV/AIDS Advocate and Champion, La Clínica del Pueblo; and Maceo Thomas, Ward 7 Community Activist and Resident. This year, The Community Foundation for Prince George’s County, a regional affiliate, gave more than $180,300 from its discretionary grantmaking programs, which are focused on education, safety net and workforce initiatives. By providing grants, building awareness, leveraging dollars and providing leadership, the Foundation helped policymakers better understand and make decisions about important county issues. For instance, the Foundation sponsored a study that provides critical baseline data about the county’s nonprofit sector and the needs of low income residents and convened community leaders around education, foreclosure prevention and health disparities. The first Socratic Forum Series provided donors, educators, community leaders and elected officials an opportunity to discuss, dissect, educate and generate ideas and action around public education. Findings from the forum informed the Foundation’s new strategy which is designed to increase public engagement in education reform and student achievement in the County. The Foundation awarded its 2011 Civic Leadership Awards to Lewis A. Robinson of the Prince George’s County Educators Association; Washington Post columnist Michele Singletary; and NAI Michael Companies. Bridge Builders Awards, honoring those who help the county’s most vulnerable populations, were presented to Samuel J. Parker of Envision Prince George’s; E. Kim Rhim of The Training Source; and Marti Worshtil of The Prince George’s Child Resource Center. ...the philanthropic spirit lives on in our community. I see it every day, as folks step in to help victims of floods and hurricanes, and those struggling through the economic crisis.” – Terri Lee Freeman 2 012 ANNUAL R EP O RT 3 Our Donors COMING TOGETHER TO Catalyze Change JOHN TERRY BEATY “I like to work hard, play hard,” says John Terry Beaty, who is serious about his work (as an investment advisor to high net worth individuals), his hobbies (tennis, sailing, reading) and his philanthropy. Terry and his wife, Anne Mehringer, have had a family fund for many years at The Community Foundation. They use it to invest in issues they care deeply about – such as education and strengthening the safety net – and focus most of their giving in this region. “One thing that drew me to The Community Foundation originally is its focus on the community we live in,” says Beaty, who lives in the oldest house in Montgomery County dating to 1700. “The Foundation’s staff have strong relationships with hundreds of nonprofits and provides invaluable guidance in matching donors to groups that are a good fit for them and that meet their giving objectives.” Their top priority is education. “Anne and I both were incredibly fortunate to have wonderful educations – it’s the most important investment you can make. That is why we invest in organizations that help promising students go as far as they can, such as DC Prep and The SEED Foundation.” They also support groups that provide direct emergency services to people who need it the most, such as the Capital Area Food Bank and Martha’s Table –“well-run organizations with strong leadership serving neighborhoods and neighbors that are not participating in the prosperity of our region,” he says. The couple donates directly to human services organizations and to the Foundation’s Neighbors in Need Fund and Neighbors in Need Montgomery. (The Foundation launched the Neighbors in Need Fund four years ago to mobilize its strong and growing network of donors to respond to the economic crisis in the most effective and timely way.) Beaty supported the concept of an emergency fund with a fast track capability from the beginning. “We were among the original supporters and continue to support Neighbors in Need – because we are a long way from being out of the woods,” he says. 4 Terry Beaty, a member of The Community Foundation Board of Trustees, chairs its Investment Committee. Photo by Rick Reinhard. As a member of the Foundation’s Board of Trustees who serves as chair of its Investment Committee, Beaty aims to produce the best investment returns for The Community Foundation’s central fund, “consistent with the kind of risk that’s appropriate for a charitable organization that is investing other people’s money.” Beaty says he appreciates that the minimal administrative fees donors pay go back into the community and, over the years, has recommended the Foundation to dozens of his clients and friends. T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N EUGENE AND MICHELLE PROFIT Investor, entrepreneur, philanthropist and former American football cornerback, Eugene Profit is founder of Profit Investment Management, one of the largest African-American-owned wealth management companies in the nation. He also serves on the Advisory Board of The Community Foundation for Montgomery County. In a recent profile in The Washington Post, he was described as using “speed and smarts to get off the Los Angeles streets, earn an Ivy League degree and play pro football, and then launched a successful money-management firm that earns him a far bigger paycheck than the ones he got from the New England Patriots and Washington Redskins.” Catholic Charities to Mary’s Center. The site visits “help me put a face to grant requests,” she says. Having grown up in the Washington area, Michelle says, “I like being able to give back to a community that has been such a big part of my life and is where our business is headquartered.” Adds Eugene: “I’m a big proponent of giving kids opportunities and experiences. It’s a sweet spot for me.” “At the busiest phase of family and work life, Michelle and Eugene Profit still find the time for meaningful philanthropy,” said Sally Rudney, Director of The Community Foundation for Montgomery County. “We hope many other couples follow their lead.” In 2006, Eugene and his wife Michelle created the Profit Charitable Foundation at The Community Foundation for Montgomery County, their donoradvised fund that supports educational opportunities for low-income youth and other programs. In addition, both Eugene and Michelle foster a commitment to giving back through their company. Last fall, they found a fun way to take Profit Investment Management’s philanthropy to a new level. At its first annual Golf Classic, the Profits brought together clients, corporate partners and friends in support of two good causes they personally care about: “Blessings in a Backpack” and Sharing Montgomery. “Blessings” provides a weekend supply of food for elementary school children from low-income families who rely on free and reduced meals they receive during the school week. Sharing Montgomery is a strategic funding effort of The Community Foundation for Montgomery County that is focused on the needs of low-income children, families and seniors in the County. Stewarded by donor-led grants committees and Foundation staff, Sharing Montgomery makes grants to support some of the best nonprofits serving the County’s most vulnerable neighbors. “As the parents of five daughters – ages 7 to 23 – we know what it takes to raise a child,” says Michelle, who serves on the Sharing Montgomery and Neighbors in Need Montgomery committees. In that role she has visited a variety of nonprofits, from Eugene and Michelle Profit with a young client during a visit to Mary’s Center. Photo by Rick Reinhard. I like being able to give back to a community that has been such a big part of my life and is where our business is headquartered.” – Donor Michelle Profit 2 012 ANNUAL R EP O RT 5 There are countless nonprofits in the District. I don’t know which are of lasting value, or not, but The Community Foundation staff does. That expertise is the reason I set up my fund.” – Donor Marian Osterweis MARIAN OSTERWEIS When Marian Osterweis inherited money from her mother’s estate in 2010, tax attorney Nancy Fax – who specializes in estate and trust administration and is on the advisory board of The Community Foundation for Montgomery County – suggested Osterweis set up a donor-advised fund at The Community Foundation. Osterweis was no stranger to community foundations. Her late parents had a fund at The Community Foundation of Sarasota County when they lived in Florida. “My parents were serious and generous donors,” she says, “even when they didn’t have much to give.” Over the years, Osterweis continued their legacy of giving, contributing to environmental and health-related causes and arts organizations, including the Levine School of Music where she is a board member and champion of the group’s involvement in the community and commitment to scholarship support. Having recently retired from a career devoted to public health and health policy, she was interested in focusing her attention on the District, where she has lived since 1968. Osterweis had two goals: “I wanted to give more, and give more wisely.” Since setting up her fund last year, she has joined The Community Foundation’s D.C. Office Advisory Board and Linowes Leadership Award Committee and has learned about the many challenges facing residents of her hometown. “The District’s needs are enormous,” she says. “I’ve known that for years, but now I’m getting to know about the solutions as well as the challenges.” For instance, the D.C. Advisory Board recently visited N Street Village, the largest provider of womenonly services for D.C.’s homeless population. “I am embarrassed I never knew about this place,” Osterweis says. Members heard from women working to get their lives back on track. “N Street – very wisely – not only provides housing but every imaginable social service from health and wellness to financial management to job training,” Osterweis observed. “It blew me away.” On another occasion, members toured the Maya Angelou Public Charter Schools which specializes in serving disconnected youth, young people who do 6 Marian Osterweis visits Levine School of Music. Photo by Rick Reinhard. not have formal relationships with the educational or workforce systems in the city. “After touring the school and meeting with the principal, teachers and students, we got a sense of the place far beyond what you learn from reading a brochure or visiting a web site,” she points out. “This is a school where 90% of its graduates are accepted into college – which is far beyond many other D.C. public schools.” Osterweis is increasingly interested in improving educational outcomes in the District, but also has an interest in workforce development and in community health programs. “There are countless nonprofits in the District,” she says. “I don’t know which are of lasting value, or not, but The Community Foundation staff does. That expertise is the reason I set up my fund.” Confidence in the Foundation staff and a commitment to the Foundation’s major initiatives is the reason Osterweis has decided to make an annual donation to the organization’s Community Leadership Fund. “With every ‘field trip,’ every meeting, I learn something new,” she says. “Yet, I’ll never know as much as the staff!” T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N THE PARTNERSHIP FOR PRINCE GEORGE’S COUNTY The story of the Partnership for Prince George’s County is the story of how local and regional funders came together to establish a network of sustainable organizations to make a measurable difference in the lives of families and communities in Prince George’s County. In addition to the Community Foundation for Prince George’s County, other investors include The Morris & Gwendolyn Cafritz Foundation, Community First Fund, Consumer Health Foundation, the Estate of Leo H. Naughton, Fannie Mae, Freddie Mac Foundation, The Philip L. Graham Fund, Kaiser Permanente, Eugene and Agnes E. Meyer Foundation, Starr Foundation, John T. and Margaret B. Stewart Fund, United Way of the National Capital Area, Wachovia Foundation, Washington Area Women’s Foundation, Washington Regional Association of Grantmakers and World Bank. “Unlike neighboring jurisdictions, Prince George’s has a relatively smaller and younger nonprofit sector serving our community, yet we are a community faced with increasing demand for services,” says Amina Anderson, Senior Program Officer of The Community Foundation for Prince George’s County. “In fact, 81% of nonprofits based in the county are below $25,000 in annual revenue.” With this troubling trend in mind, the Partnership set out to strengthen the nonprofit sector in the county by investing in areas that build the core capacities of nonprofit organizations such as strategic planning and fundraising, advocacy efforts and learning opportunities to help nonprofit leaders develop new skills and share best practices with each other. “We are focused on addressing issues that prevent community growth,” says Anderson. “For instance, if we don’t have a strong safety net now to address complex issues such as hunger and housing, we will see generations of people dealing with poverty well into the future. Providing equity, access and opportunity to education and living wage jobs are also critical to the well being of the entire community. The child who drops out of school this year might be the one who finds a cure for cancer. All children deserve an opportunity to achieve their full potential and are worth investing in.” LEAD (Leaders Engaged in Achieving Development) fellows Walkiria Pool, Thomas Chandler, Joseph Fisher, Arleen Joell and Dedra Johnson. Photo by James K. Pleasant. Strong communities need strong leaders so the Partnership for Prince George’s recently launched LEAD (Leaders Engaged in Achieving Development), a year-long leadership development program. The training complemented capacity building grants the groups received from the Partnership. Participants in the inaugural class of LEAD included Centro de Apoyo Familiar, Community Advocates for Family and Youth, First Generation College Bound, Heart to Hand and The Mid-Atlantic Gleaning Network. “We may be a small organization, but we have to know how to do all the same things that General Motors knows how to do,” said Mid-Atlantic Gleaning Network Founder and Director Thomas Chandler. “This grant has helped to move us along.” “We are a more focused goal-oriented organization with defined measurements and plans,” said Community Advocates for Family and Youth President and CEO Arleen Joell. “We came away with a stronger, more involved board, and a clearer, more positive message to use in raising money.” These organizations now join a growing list of more than 40 nonprofits that have received Partnership grants, and more than 500 nonprofit organizations that have participated in the Partnership’s programs. We are focused on addressing issues that prevent community growth” – The Community Foundation for Prince George’s County Senior Program Officer Amina Anderson 2 012 ANNUAL R EP O RT 7 Our Grantees COMING TOGETHER TO Catalyze Change INVESTING IN THE SAFETY NET: Serving Together A more effective and collaborative system of services for military families in Montgomery County is the result of a partnership between Mental Health Association of Montgomery County (MHA) and national and local funders, including The Community Foundation. This new model of care is coordinating and strengthening community-based resources for troops, veterans and their families and improving access to a range of health, mental health and other support services in the county. Serving Together: Troops, Veterans and Family Care Project is made possible by a four-year $500,000 grant from the Robert Wood Johnson Foundation––the nation’s largest funder dedicated to improving health and health care for all Americans, and matching dollars from local funders. The project is an initiative of MHA, in collaboration with other community partners. assisted MHA with establishing an information and resource helpline (301-738-7176) and published a pamphlet to connect military families with existing resources. These resources will prove valuable as the county-wide network of services is improved through Serving Together. “Mental Health Association really models working beyond its own walls in order to do what is best for the larger community,” said Hope Gleicher, Director of Nonprofit Montgomery. Serving Together represents the latest example in MHA’s five and a half decades-long history of identifying the county’s most pressing challenges and bringing the community together to create solutions. “I can’t think of a better organization to lead this effort than Mental Health Association, with its long history and track record in the community and its current focus on the needs of military families in Montgomery County,” said Community Foundation President Terri Lee Freeman. “By optimizing the use of resources, streamlining the way we deliver services and ultimately improving health outcomes for troops, veterans and their family members, Montgomery County will serve as a model for this region and communities across the country,” said Montgomery County Executive Isiah Leggett, who is a Vietnam War veteran. From left: Terri Lee Freeman, President of The Community Foundation for the National Capital Region; Jessica McNurlen, wife of a Marine and Project Director of Serving Together; Montgomery County Executive Isiah Leggett; Sharon Friedman, former CEO of Mental Health Association of Montgomery County; Ann Humphrey from the Office of Rep. Chris Van Hollen; and Major General James Adkins, Adjutant General of Maryland. For 55 years, MHA has promoted mental wellness and supported people with mental illness through advocacy, education and direct services. For instance, in 2008, funding from the Montgomery County Department of Health and Human Services 8 T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N INVESTING IN EDUCATION: Empower DC “Empower DC is an organization this community has needed for a long time,” says parent and community organizer Sequnely Gray. Empower DC provides low- and moderate-income residents of Washington, D.C., with grassroots organizing and leadership development training so they can advocate and ultimately improve their quality of life. While Empower traditionally has engaged parents, a recent merger with the nonprofit Youth Education Alliance (YEA) expanded its cadre of community organizers to include students. The result is an intergenerational model of organizing. Community Foundation President Terri Lee Freeman calls the group “one of the strongest community organizing groups in the District, with a history of wins in such areas as tenant rights, preserving community property and quality, affordable childcare.” Improving public education is the latest challenge being addressed by the organization. That campaign was launched in late 2009 with multi-year support from the Collaborative for Education Organizing. The education campaign has led to a number of significant outcomes in the past year. For instance, Empower has engaged parents and students in fighting D.C. school closures, has identified alternatives to evaluating schools on the basis of test scores and enrollment, and involved parents and students in shaping and advocating for educational policies that lead to positive educational outcomes. Organizing efforts at Bruce Monroe Elementary School resulted in a commitment of $11 million for phase one and two modernization – representing a $6 million increase over the city’s original commitment. When River Terrace Elementary School was scheduled to close in the summer 2011, Empower worked with parents and community members to mobilize more than 200 people to advocate for the school to remain open – which it did for another year. Empower continues to engage the community in discussions relating to the future of the building. Ongoing efforts are focused on outreach and education to school communities that are at risk of being closed based on recommendations that grew out of a study earlier this year requested by D.C. Mayor Gray. Most of the schools are in Wards 7 and 8. Already, Empower has mobilized 300 parents and community members who are working to ensure residents have a voice in any future decisions relating to the school buildings. “True reform of DCPS will only start when the District government and school officials do something that hasn’t been done in my living memory – heed the wishes of the communities that they represent and support schools in Wards 7 and 8 with the same rigor as they support the traditional public schools in the wealthier wards west of the Anacostia,” said Liane Scott, Director of the organization’s Grassroots Media Project and a DCPS parent. Those communities are increasingly speaking up – and being heard. When the D.C. City Council considered the future of Webb Elementary School in Ward 5, a group of young people ages four to 11 testified that they want the vacant school to be converted into a community center with programs for youth and job training programs for adults. “Imagine how it felt for these young people to know they have a voice in the decision-making,” says Empower DC Co-founder and Executive Director Parisa Norouzi. With your support we have touched hundreds of parents and students. With your investment we are beginning to address the underlying problems.” – Empower DC Co-founder and Executive Director Parisa Norouzi 2 012 ANNUAL R EP O RT 9 INVESTING IN WORKFORCE DEVELOPMENT: Northern Virginia Family Service Without skills and credentials needed for good jobs, life can be precarious. Lydia, a native of Ghana who immigrated to the United States 10 years ago, understands this. “Being a single mother of three boys, low income, immigrant, minority, low level of education, low level of skills, low self-esteem, black and female really put me at a disadvantage in this competitive metropolitan Northern Virginia region,” she said. A social worker recommended that Lydia apply to the Northern Virginia Family Service (NVFS) Training Futures program. “Training Futures changed my life,” said Lydia, a graduate of the program who is now working as an executive assistant to the CEO of a local nonprofit. “It helped to leave my past behind and focus on my future.” Training Futures prepares low-income, unemployed or under-paid individuals to make the move from dead-end jobs or sporadic employment to stable, professional office careers with livable wages, benefits and opportunities for professional and personal advancement. More than 1,500 people have participated in nearly 15 years. The 25-week program educates and prepares under-employed or unemployed men and women for administrative and medical office jobs with potential for professional advancement. At the same time, it meets the needs of metropolitan area employers looking for qualified entry level workers. Participants learn professional skills such as Microsoft Office software, business communication, customer service, and filing, as well as “soft skills” such as how to dress in a professional setting and how to speak in public. In addition, through the program’s unique partnership with Northern Virginia Community College (NOVA), participants earn up to 18 credits toward a college credential. Some 81% of students gained college credits at NOVA in the past year. Students celebrate their graduation from Training Futures. Photo courtesy of Northern Virginia Family Service. year and provided support for an important pilot expansion to our program,” says Sharon LeGrande, NVFS’s Director of Workforce Development and SelfSufficiency Programs. According to an Aspen Institute study of Training Futures participants, 84% of program graduates secured new jobs following the program, a strong outcome that held up favorably through the recession. More than 62% were able to find employment in the first three months after graduation. “We hope that our outcomes show the solid work of Training Futures and its ability to change a person’s life for the better and for the long term,” LeGrande said. Cindy Jackson, a recruiter with Oblon, Spivak McClelland Maier & Neustadt, added, “Training Futures has produced some of the most dedicated employees we have ever seen. I’d be lost without them.” The Alexandria-based law firm has employed more than 40 Training Futures graduates over the years. “Funding from the Greater Washington Workforce Development Collaborative at The Community Foundation enabled us to serve 100 students last Training Futures has produced some of the most dedicated employees we have ever seen. I’d be lost without them.” – Recruiter Cindy Jackson 10 T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N A local family is all smiles at the Big Apple Circus. Held at the Dulles Town Center, the event was sponsored by a Community Foundation donor who gifted more than 1,600 circus tickets to low-income children and their families. Photo by Daniel B. McNeill/DBM Photography International. I’m a big proponent of giving kids opportunities and experiences. ” It’s a sweet spot for me. 2 012 ANNUAL R EP O RT – Eugene Profit 11 2011-12 Financials THE COMMUNITY FOUNDATION FOR THE NATIONAL CAPITAL REGION AND AFFILIATES Consolidated Statements of Financial Position for years ended March 31, 2012 and 2011 2012 2011 Assets Cash and cash equivalents $68,857,389 $46,163,051 Investments 280,566,135 311,367,417 Investments held for others 4,524,946 5,116,178 Pledges and contributions receivable, net 906,673 1,960,160 Notes receivable, net of present value discount of $85,812 and $155,356 757,665 813,709 Charitable remainder trusts receivable 1,138,012 2,216,905 Interest and other receivables 917,781 441,853 Prepaid expenses and other assets 478,167 279,052 Total assets$358,146,768$368,358,325 Liabilities and Net Assets Liabilities Accounts payable and accrued expenses Grants and appropriations payable, net of present value discount of $24,711 and $52,481 Funds held in trust for others 1,841,661 1,411,855 11,664,580 4,524,946 11,187,403 5,116,178 Total liabilities 18,031,187 17,715,436 5,938,457 35,929,018 293,052,622 334,920,097 5,560,026 33,430,674 304,341,454 343,332,154 Net assets Unrestricted Operating funds Supporting organization funds Donor-advised and other funds Total unrestricted Temporarily restricted 5,195,484 7,310,735 Total net assets 340,115,581 350,642,889 Total liabilities and net assets$358,146,768$368,358,325 12 T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N 2011-12 Financials THE COMMUNITY FOUNDATION FOR THE NATIONAL CAPITAL REGION AND AFFILIATES Consolidated Statements of Activities and Change in Net Assets for years ended March 31, 2012 and 2011 2012 2011 Change in unrestricted net assets Support and revenue Contributions $55,753,834 $55,381,316 Federal grants 483,910 251,924 Investment income 10,329,721 25,218,155 Other income 789,995 509,042 Net assets released from restrictions 1,059,028 1,080,000 Total unrestricted support and revenue $68,416,488 $82,440,437 Expenses Program grants and appropriations 69,908,561 62,969,894 Supporting services General and administrative Fundraising Total supporting services 4,225,308 2,694,676 6,919,984 3,721,295 2,434,431 6,155,726 Total expenses $76,828,545 $69,125,620 (Decrease) increase in unrestricted net assets (8,412,057) 13,314,817 Change in temporarily restricted net assets Contributions Change in value of charitable remainder trusts Increase in allowance for doubtful receivables Net assets released from restrictions 22, 670 90, 434 (1,078,893) 0 0 0 (1,059,028) (1,080,000) Decrease in temporarily restricted net assets Change in net assets before transfer Net assets transferred to funds held for others Change in net assets Net assets at the beginning of the year (2,115,251) (989,566) (10,527,308) 12,325,251 0 0 (10,527,308) 12,325,251 350,642,889 338,317,638 Net assets at the end of the year 2 012 ANNUAL R EP O RT $340,115,581 $350,642,889 13 OUR COMMUNITY OF Givers All component funds at The Community Foundation for the National Capital Region are managed regionally and serviced locally. COMMUNITY FOUNDATION FOR THE NATIONAL CAPITAL REGION REGIONAL FUNDS Angel Boy Foundation AUBG Community Fund E. & M.S. Balogh Fund Audrey Wicker Brownley Scholarship Fund for Goucher College Barbara Bush Fellowship Fund for Adult Learners Fund Barbara Bush Foundation for Family Literacy Fund Cedar Fund Census Project Fund Dorothy Cherry Scholarship at St. Benedict the Moor School Fund Community Leadership Fund Conn Family Fund The Desai Family Donor Advised Fund Nicole Dial Memorial Fund Doty Family Foundation East of the River CFNCR Fund East of the River Ward 7 Fund Edgington Trust Fund Emergency Assistance Fund Emergency Loan Fund Emergency Response Fund - Marpat Fund Jonah Solkoff Eskin Memorial Fund James & Beth Fenton Family Foundation First Lady’s Family Literacy Initiative Fund Friends of the Home of the Commandants Fund Fundasalva Foundation USA Fund Glazman Family Foundation Golden Fund Let’s Get Global Fund The Dr. Richard E. Grant Fund The Shirley Allen Grant, MD Fund Help the Homeless 2011 Help the Homeless Grants Fund Help the Homeless Partner Sponsors Fund R. Peter and Leona T. Hodge Family Foundation HTH – Program HTH Admin Fee – Registrations HTH DC Community Walks and Registrations HTH DC Employees Fund HTH DC Sponsor Payments HTH Fannie Mae Employee Regional Fund HTH Regional Community Walk Registrations HTH Regional Employee Fund HTH Registrations Ignatius Fund IPAC Fund Isaiah Fund Jabez Lee Trust JE Fund Jett Trust Fund Joy S. Johnson Fund 14 Leonard and Tobee Kaplan Philanthropic Fund Katrina Open Arms Fund Brian and Josephine Kelly Family Fund Jim Kennedy Scholarship Fund for Children of Cox Enterprises, Inc. Employees Fund Laura Bush Foundation for America’s Libraries Fund Laura Bush Foundation Gulf Coast School Library Recovery Initiative Fund Philip and Aya Leder Philanthropic Fund Reginald Van Lee Foundation Maine Family Initiative Fund Marine Corps Exceptional Family Member Assistance Fund Markley Family Fund Mary Ellen Martin Marvel Foundation Maryland Initiative Fund Mayors Scholarship Fund McGowan Fund One Baltimore One Nation Fund Pearl Advance Scholarships Fund PitCCh In Fund Portner Trust Fund Presidents Discretionary Fund Katharine J. Rayner Animal Rescue Fund Laura S. Rodgers Fund Pasquale T. Romano, Sr. Family Foundation Sandom Seiden Family Charitable Foundation September 11th Fund - New York Pauline Shackleton Fund Smith Family Foundation Special Fund Spirit of Giving 100 Fund Strikeouts For Troops Fund Summit Fund of Washington Nick Swisher Foundation -- Swish’s Wishes Toyota Family Literacy Program Southeast DC Fund Trowbridge Foundation ULA Employee Disaster Relief Fund Wabash Ave Trust D.C.SERVICE TEAM 1330 Tenants Association Fund 2001 Inaugural Charitable Donor Advised Fund Abramson and Silverman Family Fund Academy for Classical Acting Scholarship Fund Advisory Board Community Fund Susan W. Agger Family Fund Agger-Loewy Foundation Alder Fund American Wind Wildlife Institute Fund Anonymous Fund I Anonymous Fund II Anonymous Fund IV Anonymous Fund V Anonymous IX Fund Liz Arky Charitable Gift Fund AT&T Fund Baker & Hostetler Fund Baldelli Family Charitable Fund The Michael and Carol Berman Charitable Gift Fund Diane and Norman Bernstein Fund Brian K. Betts Foundation Black Fives Community Fund William Blackton Memorial Fund for Journalists Fund Calvert S. Bowie, Bowie Family Fund Bradley Charitable Fund James Brady Presidential Fund Cathy Brown Family Fund Honorable Ann W. Brown and Donald A. Brown Peggy Cooper Cafritz Foundation Camp 4 Kids Fund Capital Cause Capital Education Capital For Children Fund CapitalSource Fund CareFirst BlueCross BlueShield Fund CCDC Foundation CCDC Student Fund Cerf-Dunbar Fund CFNCR Operating Fund Chancellors Row EYA College Scholarship Fund Chancellors Row Small Business Loan Fund Chellgren Family Foundation Fund Dionette Alvarez Cherney Memorial Fund Cherry Blossom Giving Circle Fund Chess Challenge in DC Fund Children, Youth and Families Working Group Fund China Education Fund Harryette Cohn Fund for the Nat’l Museum of Amer. Art Docents & the Further Fund Community Cash Fund Elsie Cooper Foundation Marshall B. Coyne Fund Danaher Fund Lou Hill Davidson and Ralph P. Davidson Fund DC Public Schools, Superintendent’s Discretionary Fund DC Shared Space Fund DC-CAP Fund DCPS Alliance for Arts Appreciation Fund DCPS Annual Art Exhibition Fund DCPS Arabic Language Initiative Fund T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N DCPS Arts & Humanities Fund DCPS Ballou - Nasa Partnership Fund DCPS Ballou Senior High School Automotive Technology Program DCPS Benjamin Orr Elementary Fund DCPS Celebration of Academic Excellence Fund DCPS Center for Global Education and Leadership Fund DCPS Combined Fund DCPS Conserving a Legacy Art Contest Fund DCPS Documenting Dreams Writing Contest Winners Fund DCPS Dunbar High School Fund DCPS Dunbar Pre Engineering Fund DCPS Everybody Reads Fund DCPS Expose Program Fund DCPS Family Learning Fund DCPS Grammy Career Day Fund DCPS Hispanic Toyota Family Literacy Account DCPS Innovative Education Fund DCPS Instructional Technology Fund DCPS International Education Award Fund DCPS JT Fund DCPS Mathematics, Science & Tech. Fund DCPS Mental Health Resource Learning Fund DCPS Operating Fund DCPS Parent Summit Fund DCPS Partners in Peace Fund DCPS Say Yes Fund DCPS SEMCE Fund DCPS Signals of Spring Fund DCPS Transtech Fund DCPS Youth Ambassador Fund DCPS Youth Leadership Fund Lucy Delgado Memorial Fund Herbert H. Denton Jr. Memorial Scholarship Fund Nancy Young Duncan Fund Terry and Lindsay Eakin Foundation Early Childhood Leadership Institute General Account Fund Dr. John M. Eisenberg Healthcare Fund Emergency Fund for Washington Post Company Employees Fund ES Fund ExxonMobil Advised Fund ExxonMobil Community Fund Judith and David Falk Charitable Trust Fannie Mae Employee Assistance Fund Fannie Mae Foundation Fund David B. Feinsilver Fund for Research on the Psychotherapeutic Treatment of the Severely Disturbed Derrell T. Ferguson Asthma Education and Research Fund Leonard L. Fischman Fund Annie M. Fitzgerald Memorial Scholarship Fund Food 4 Families Fund Charles Ford Jr. Scholarship Fund Ronna L. and Stanley C. Foster Fund Fradian Fund Freddie Mac’s Hoops for the Homeless Fund 2 012 ANNUAL R EP O RT Freddie Mac’s Hoops for the Homeless 2 Fund Bowyer and Terri Freeman Family Fund Fund for Interracial Reconciliation and Education Fund Fund for Mitochondrial Research Fund The Gelato Fund Gladiola Fund Goldstein Corvasce Family Foundation Dr. Kenneth and Cheryl Gorelick Fund The Richard & Nancy Gould Family Fund Burton Gray Jr. Family Fund Robert H. Gross Memorial Fund Guardian Angel of Health Fund Paul J. Guthrie Sr. Memorial Fund Hagans Family Fund The Jerald Halvorsen and Marilyn Miller Charitable Fund Nancy Parsons Hancock Fund Harwood Family Fund Help the Homeless Auction Fund Help the Homeless Fund Help The Homeless-Employee DC Fund Help The Homeless-Golf Fund Help the Homeless-Officer Fund Joe Higdon and Ellen Sudow Fund Higher Education Real Opportunity (HERO) Scholarship Fund Horning Family Fund Howe Family Fund Interfaith Conference of Metropolitan Washington Fund International Monetary Fund Mitchell A. Johnson and Jane Fox-Johnson Fund Boisfeuillet and Barbara Jones Fund Just 4 One Fund The Kaye Family Fund William and Linda Kirvan Family Foundation Kovler Fund La Paz Fund Lane Fund Latin American Youth Center Future Fund LGW Forever 25 Class Fund Lifesmarts Fund for DC Students Local Telecommunications Services Scholarship Fund Lodestar Fund Keeshun Lurk Memorial Fund The Maloney Charitable Fund Robert Maloney Fund David and Jackie Marlin Fund Marriott Disaster Relief Fund Marriott Foundation Fund Marriott Fund for Amazonas Fund Joan and David Maxwell Fund Daniel and Karen Mayers Fund Jill McGovern and Steven Muller Fund Harold McLinton Endowment Fund Roberta Messalle Fund Metro Memorial Scholarship Fund Metropolitan Washington Bankers Fund Metropolitan Washington Union Community Fund Microsoft Unlimited Potential Fund Margaret I. Miller Foundation Miss DC Scholarship Organization Fund Bernard Myers Fund for the Performing Arts Fund National Capital Bank Fund National Student Achievement Awards James M. and Virginia W. Newmyer Family Fund A.G. Newmyer III Foundation Kazem Omidvar Fund Alex Orfinger Fund Marian Osterweis Fund Daniel E. O Sullivan Scholarship Fund Palisades Community Fund Pennies for People Fund Mary Catherine Pfeiffer Fund for Children’s Literature Fund Shervin and Anahita Pishevar Foundation Poco a poco Fund Polly Shackleton Fund for IONA Senior Services Fund Progression Place Community Development Initiative Fund QED Foundation Redemption Songs Fund Refugees International - Kathwari Endowment Fund Reich Family Foundation Fund Berley Jo Riley Fund Ritz Carlton Community Footprints Fund John W. and Louise W. Robinson Memorial Scholarship Fund Peter A. Rohrbach Charitable Fund Robert and Sheri Rosenfeld Fund Roosevelt High School Fund Rosenbaum Family Fund Rosenbaum-Ingersoll Family Fund Ruina Family Fund Rumford Foundation Brandy Rutan Memorial Scholarship Fund Sallie Mae 911 Education Fund Save Darfur Fund Schimel Lode John and Martha Schwieters Fund Shakespeare Theatre Endowment Share Fund Peter R. and Claudia A. Sherman Charitable Giving Fund Shiffrin Family Foundation Simple Abundance Charitable Fund Tara C. Sirmans Foundation Robert L. and Janet R. Sloan Family Fund Lloyd D. Smith Foundation Ted Snowdon Fund for DC Source for Learning Designated Fund Spring Creek Foundation Anti Poverty Fund Spring Creek Foundation Designated Fund Spring Creek Foundation Environmental Fund St. Albans Centennial Fund Starbucks Memorial Fund Starr Foundation Fund State of New Columbia Fund Kristin and David Steinberg Foundation The Steptoe Foundation 15 Survivors’ Fund Edward and Merrielou H. Symes Charitable Fund Tacelosky Tzedakah Fund Tantus Foundation Taste of Salt Fund Taylor Family Fund Timbrel Fund Anwar Romare Trask Fund Unity Fund for Sustained Change Fund U.S. Naval Academy Fund The Valentine Family Charitable Fund Venable, Baetjer, Howard & Civiletti Advised Fund The Nithi & Jing Vivatrat Fund Vradenburg Family Fund Walker Jones Elementary School Washington Examiner Fund Washington Foundation Fund Washington Post Company Employee Hurricane Relief Fund Gregory Weingast Fund Ruth and Emanuel Weinstein Charitable Trust Weiss Fagen Fund Whelihan Foundation Susan Willens Family Fund Willkie, Farr & Gallagher, LLP Greater DC Community Foundation Woodbury Fund Louise P. Zanar Fund Karim Zia Charitable Foundation COMMUNITY FOUNDATION FOR MONTGOMERY COUNTY SERVICE TEAM Gwyn and Nancy Ackland Memorial Fund Adamson Fund Adegboyega and Mozella Ademiluyi Charitable Fund Adler Family Fund AIM Charitable Foundation Jimi Akin & Jamie Clark Fund Nonie and Larry Akman Fund Henry Darren and Mary Patrice Alcus Trust Anlac Fund Sarah E. Auer Memorial Scholarship Fund George and Dorothy Avery Fund Jane Bainum Fund Stewart and Jane Bainum Fund Roberta Bainum Family Fund Barbara’s Fund The Paul Bartock Scholarship Fund Beaty Family Fund Becker and Greaney Family Fund Berhanu Soccer Fund The Mary Ann Bernald Fund Bernie Scholarship Awards Program Fund Ali Bessalel Family Fund Bethesda Ever Green Project Fund Mildred Beverly Memorial Family Fund Bibby Family Fund Birnbach Family Fund Thomas and Stacy Birnbach Foundation Black Benefactors BPA Fund David and Mikel Blair Family Foundation 16 Elisabeth K Boas Philanthropic Fund Rod Bower Memorial Fund Frederick H. Bowis Community Scholarship Fund Bradt Family Fund Marian and Jim Brodsky Fund Dillard H. Brown and Frederick E. White Foundation The Stephen and Linda Brown Foundation M. Robert Burman and Carol W. Burman Family Foundation Fund Dr. Marvin R. Burt and Joy Lee Burt Family Sandy Cameron Music Benefit Fund Gina and Arch Campbell Foundation Ellen & Gregory Carroll Charitable Fund Catalyst Education Fund Chapoton Family Fund Clein Lemann Esperanza Fund Colesville Presbyterian Church Building and Maintenance Fund Commonweal Foundation Fund Connor Family Foundation Conrad Family Fund Cranbrook Fund CresaPartners Community Fund Lawrence J. Dark Fund Julie W. Davis and John R. Metz Family Fund Delaney Family Foundation Fund Dick Family Charitable Foundation Dr. Christine A. Dingivan Foundation Donors InVesting in Arts (DIVAs) Fund Dumais Family Charitable Fund Mark Watson Eager Foundation E.A.S.E. Foundation James L. Eichberg Foundation Ellen Vala Schneider Fund Father John Enzler Fund Equals Three Communications Foundation The Summer Fund, a funding initiative of the Excel Beyond the Bell Partnership Faison and Clayborne Family Fund Family & Nursing Care Foundation Fax Family Fund A.J. and Jennifer Fechter Family Foundation Robert E. Finfer Family Giving Fund FIRM Fund The Lawrence P and Maria Elena Fisher Fund Lisa J. Flaxman Fund for the Celebration of the Performing Arts Charles and Lisa Claudy Fleischman Family Fund Carole and Barry Forman Family Fund Scott & Shelly Forrester Fund Foundation for Catecholamine Research Fund Freed Family Charitable Fund Garnet Group Foundation Dr. Billy F. Gay and Dr. Mattie B.H. Gay Family Fund GCAAR Realtors Care Fund Norman and Esther Gelman Fund The Gertrude Fertitta Scholarship Fund Gideon’s Trumpet Family Foundation Kesi Gilford Reynaud Memorial Foundation Marilyn and Michael Glosserman Community Fund Goedert Grozuczak Family Fund Michael & Janet Goldman Charitable Fund Grateful Girls Fund James Clifford Haight Charitable Gift Fund Thomas B. and Meredith H. Hargrave Family Fund Harlan Family Fund Frederick Hauck and Susan Bruce Fund Heard the World Fund Highline Wealth Management Employee Giving Fund The Hill & Fleshner Charitable Fund Sherry S. Hintz Scholarship Fund Hispanic Scholarship Fund The Charles and Karin Hoffman Fund Dawn L. Hollins, M.D. Memorial Fund Holtz Family Fund Peter & Vivien Hsueh Fund Hut Family Fund Alexine Clement Jackson and Aaron G. Jackson Charitable Fund JDV Fund for Social Justice Fund Joel Family Charitable Fund Anne Hale and Arthur W. Johnson Fund Gary and Rosalyn Jonas Fund Stephen and Ann Jones Fund The Jurkovich-Schwartz Fund Kaiser Permanente Fund for Community Benefit Fund Kathryn J. Kapsch Memorial Fund Kashtan-Horowitz Family Fund Tran - Katz Family Foundation Kaveeshwar Family Fund KB Fund Marianne M. Keler and Michael Kershow Fund Clifford M. and Camille E. Kendall Family Fund Jeff and Sarah Kestner Fund Kid to Kid Giving Circle Richard Kimmel Scholarship Endowment Fund Kirby Family Fund Michele Susan Kogod Memorial Fund Korhonen Family Fund Kragie-Woodall Family Fund Rose and Harold Kramer Fund Irving and Ethel Kriegsfeld Memorial Fund Ruth H. Kuo and Rhoda How Memorial Foundation Lakelands Community Charities Fund Lansdale Charitable Fund Lark Fund Lawrence Family Fund Deborah H. and Roger M. Lebbin Family Fund Leder Family Philanthropic Fund Nicole Michelle Lee Memorial Scholarship Fund Mary Frances leMat Family Fund Leshner Family Foundation Bruce and Karen Levenson Fund Jonathan Noah Levy Carpe Diem Fund T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N Lily Fund R. Robert and Ada H. Linowes Endowment Fund R. Robert and Ada H. Linowes Fund Lockheed Martin Employee Disaster Relief Fund Shirley J. Lowrie Memorial Fund LS+K Family Trust Lucas Family Fund Dr. Daniel F. Lynch Memorial Fund Edward Mahoney Scholarship Fund Make Change! Trust Mary Malgoire and Beatrice Birman Fund HMJS Marks Fund Tina M. Martin and Mita M. Schaffer Fund Mary Frances leMat Social & Scientific Systems Community Giving Fund Marya Foundation Master’s Fund MCCF Community Leadership Reserve Fund Raymond and Diane McClure Family Fund Lee Kimche McGrath Memorial Fund Thai McGreivy, M.D. Memorial Fund Marvin and Jo Anne McIntyre Family Foundation MCPS Charity Campaign Fund MdBio Foundation Fund Alan and Amy Meltzer Family Fund Ellen and Neil Meltzer Family Fund Meltzer Group Employee Giving Fund Robert & Dee Metz Sharing Fund Metzger Family Fund Mike Michaelson MLW Endowment Fund Lindsey Joelle Miller Memorial Fund Woodrow Wilson Miller & Mildred Bland Miller Fund Minerva Fund Mitzvah Connection Parent Teen Giving Fund Montgomery County Government MLK Day of Service Celebration Montgomery County Juvenile Court-Kids Fund The Montgomery Parks Foundation Mother - Daughter Giving Fund Jayna Troxel Murray Memorial Fund MV Financial Group Charitable Fund MYTA Foundation Anthony M. Natelli Foundation Natelli Communities Foundation Neighbors In Need Montgomery Fund Nordberg Family Fund Northwood High School Alumni and Community Foundation Nourishing Heart Fund Susan & Bill Nussbaum Family Fund O’Donnell Grreck Family Fund Brendan Ogg Memorial Fund Olney Police Satellite Station Fund Robert J. and Linda M. Owen Foundation Pam’s Love Frank and Nancy Parsons Foundation Fund Timothy and Regina Pearson Fund Craig and Denise Pernick Family Fund Charlotte and Charles Perret and Family Fund 2 012 ANNUAL R EP O RT Pinkard Family Fund PNC Bank Fund Nathaniel S. and Ravida K. Preston Fund Profit Charitable Foundation John G. and Beverly A. Puente Advised Fund Raab Family Foundation Brian and Helen Rafferty Trust Randall Hale Johnson Fund Jamie and Sarah Raskin Family Fund Elizabeth Ratner Memorial Fund Richard and Cheryl Rhodes Family Foundation Michael and Nancy Ridgway Family Fund Riggo’s Rangers Fund Roaring Fork Fund Robertson Family Charitable Fund Margaret W. and Robert W. Root Family Charitable Fund Rosenbaum Halliday Fund Gary Rosenthal Collection Foundation Rick and Anne Rudman Family Fund Sally Rudney and Scott Hoekman Family Fund Christopher A. Ruppert Family Fund June Russell Fund Gene and Lauren Sachs Family Fund The Salaam Redistribution Fund Richard Samit Charitable Fund The Samuel, Nadia, Sidney and Rachel Leah Fund Joan Schaffer & Edward H. Comer Charitable Fund The Schain Family Foundation Arlie W. Schardt Charitable Fund Estelle Schwalb Charitable Fund The Shanny Family Foundation Sharing Montgomery Endowment Fund Sharing Montgomery Fund Sharing Montgomery Fund II Hendricks Charitable Foundation Anisha Sathishchandra Shetty Memorial Fund John Shorb Landscaping Community Fund Jurg and Linda Siegenthaler Fund Neal and Jennifer Simon Fund 15th Anniversary and Tribute to Jeffrey Slavin Fund Sanford & Doris Slavin Foundation Fund Roy Smith Memorial Scholarship Fund Steven R. Snapp & Lawrence S. Jacobs Fund Som and Singh Foundation Stern Family Fund Sternbach Family Fund Takoma Foundation Fund The Ian A. Thompson and Janyo Community Fund Torti Gallas and Partners Charitable Fund Tregoning Scholarship Fund Thomas and Sally Troyer Fund UCG Charitable Foundation Michael and Debra Vavreck Family Fund Richman Voglmayr Fund Nancy Voorhees Fund Watkins Voter Empowerment Fund Randi Joy Waxman Memorial Foundation Stone and Holt Weeks Foundation Whatever We Imagine Scholarship Fund Cliff and Deborah White Family Fund Wilder - Taff Family Foundation William Bradley Willard Foundation Frank and Melissa Williams Foundation WMACCA Corporate Scholars Fund Wraase Family Foundation Diane Granat Yalowitz Memorial Fund Robert and Anne Yerman Charitable Foundation Charles and Edith Yinkey Fund Myra and Leura Younker Endowment Fund Mildred Berry Zeigler Memorial Fund Margot and Paul Zimmerman Fund COMMUNITY FOUNDATION FOR PRINCE GEORGE’S COUNTY SERVICE TEAM Action Fund for District 2 Shanelle Antoinette Adams Scholarship Fund Anonymous Fund X Friends & Family of Dr. Charles P. Arnold Fund Artis Hampshire-Cowan Fund Bank of America Community Reinvestment Fund Bank of America Endowment Fund Beekhuis DC Community Fund Peter David Brendsel Fund for Childrens Literacy College Park Community Foundation Community Action Fund The Community First Fund Wayne Curry Charitable Fund Dimensions Heathcare System Gladys Noon Spellman Program Fund Dimensions Healthcare System Women’s Health Center Fund District 4 Fund District 5 Fund District 7 Community Grant Fund Reginald L. Dunn Education Fund Early Childhood Development Fund Footprints Scholarship Award Freddie Mac Early Childhood Development Fund Greenbelt Community Foundation Healthy Families Fund Roy D. Hibbert, Jr. Charitable Fund Hyattsville Community Foundation Ambrose I. Lane, Sr. Memorial Scholarship Fund Learn Scholarship and Grant Fund David Maclin Memorial Scholarship Fund Mount Rainier Community Fund National Harbor Community Outreach Fund Neighbors in Need Prince George’s County Fund NYLCare Endowment Fund Odie’s Fund Payton and Chase Fund for Animal Causes PGCPS Performance Management Stream Implementation Fund 17 PGCPS Reading Together Program PGPS Teacher Effectiveness Fund Prince George’s Community Development Fund Prince George’s Community Fund Prince George’s Library Foundation Inc. Fund Port Towns Shopping Center at Colmar Manor Charitable Gift Fund Prince George’s County Public Schools Education Foundation Youth Initiative Fund Port Towns Community Health Partnership Prince George’s Fund The Robertson Family Fund Robinson Family Fund Serenity Fund The Simms Family Fund Charles and Marian Stanton Family Fund Art and Kimberly Stevens Family Fund John T. and Margaret B. Stewart Fund Stewart Funeral Home Fund Toys R Us Community Fund Wells Fund Gregory and Jennifer Wells Family Charitable Fund NORTHERN VIRGINIA SERVICE TEAM Anthony Acri III Foundation The Agnew Charitable Fund Alexandria Third Century Scholarship Fund The Clyde D Allen Memorial Fund Arrison Family Foundation Lucyann and Paul Attner Family Fund Barnabas Fund Linda K. Berdine Foundation The Robert and Helen Bergman Family Fund Catherine Elizabeth Blair Memorial Foundation Boardman Trust Fund The Dr. Margaret W. Bridwell Charitable Fund Kelly Bryant Charitable Fund Ralph E. and Alma W. Burnham Fund Arthur Bushkin Foundation The Butler Family Fund Sean Campbell Memorial Traffic Safety Fund Capital One Donor Advised Fund Capital Speakers Club Foundation - Hester Beall Provensen Scholarship CarMax Associate Disaster Relief Fund Valerie Carter-Tarr Cancer Fund CharityWorks Fund CLCK Family Fund Communities in Schools Fund The Cooley Fanning Family Fund Corporate Executive Board Fund Cowan Award Fund For Humanitarian Reporting Fund Crisis Fund for Colleagues Fund The Dawson Donor Advisory Fund Albert DiFederico Spousal Survivors Fund William D. Doeller Fund Emson Family Fund Episcopal High School Fund ETrade Bank Donor Advised Fund 18 ETrade Financial Corporation Donor Advised Fund John D. Evans Advised Fund Fairfax Falls Church Partnership to Prevent and End Homelessness Funds Fleischer Family Foundation Harry S. Flemming Charitable Fund Sandra N. Dutchess Foster Scholarship Foundation Freddie Mac Community Relations Donor Assisted Fund Friends of the Dominican Republic -Community Challenge Fund Garcia Family Fund General Dynamics Disaster Relief Fund Donya and Areohn Harrison Care Fund Mason Hirst Foundation Kathleen Hough Fund Lawrence A. Hough Advised Fund The Dr. and Mrs. Herbert Hughes Fund Infinitive Foundation Jerath Family Fund The Johnson Browning Family Fund Claude and Nancy Keener Charitable Fund Carl and Jody Kelly Foundation Nancy and Jorge Kfoury Foundation The Knight Family Fund Kulp Family Fund The Sarah Lahr Educational Fund Adele and Mortimer Lebowitz Fund The Levin Charitable Fund The Littles Charity Fund Love and Thanks Fund The Lynch Charitable Fund ManTech International Fund The Richard A. Maxino Fund Tim McBride Charitable Gift Fund The McFadden Corey Giving Fund McFarlane Family Foundation McKinless Family Fund McLean Asset Management Corporation Donor Advised Fund Erin Mewhirter and Richard Glick Fund Mille Grazie Fund The Moreland Family Fund Morgenstern Family Fund Mario Morino Fund Nation of Immigrants Fund OAK & BAMBOO FUND wisdom and strength Fund The Brian A. Patterson Fund The Julie M. Patterson Fund The William M. & Sarah A. Patterson Fund Dennis and Rebecca Pick Charitable Fund Potomac Region Fund Prasad Family Fund The Raborn Family Fund Rosales Trust The Rosales Charitable Fund Sallie Mae Fund Scholarship Fund The Sallie Mae Fund The Thomas F. and Eugenia B. Sander Fund The Ken T. Savittiere & Kelly L. PattersonSavittiere Fund Landon Carter Schmitt Memorial Fund Jeffrey J. Schragg and Mary Jo George Fund Vincent and Helen Sheehy Foundation Silverschmidts Foundation The Slocum Charitable Fund Pete Smith and Marcia Marsh Charitable Fund Bechunn Anna Su Memorial Fund Sunrise Fund 1 Swain Family Charitable Trust Martha and Stephen Tallent Family Foundation The Thompson Family Charitable Fund Kenneth R. and Linda W. Thornton Family Fund Derek and Ellen van Bever Foundation Wallace Anderson Fund Sarah and Bill Walton Foundation Lawrence and Kimberly Weinberg Fund Whelpley Family Fund The Willard Family Fund Kemp B.B. Wills Fund Wills-McMahon Charitable Foundation Fund Wine Advocate Fund for Philanthropy Fund Wine Advocate Fund for Philanthropy Fund Robert E. Wone Memorial Trust WPMP Charitable Fund Youth Philanthropy Initiative - Virginia Fund T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N Governance The Community Foundation is guided by a Board of Trustees and three Advisory Boards, representing a broad cross-section of the Greater Washington community, including leaders from business, government, academia and the nonprofit sector as well as our donors. THE COMMUNITY FOUNDATION BOARD OF TRUSTEES OFFICERS Chair David M. Bradt, Jr. WTAS, LLC Vice Chair Carol Thompson Cole Venture Philanthropy Partners Treasurer Boisfeuillet Jones, Jr. McNeil Lehrer Productions Secretary Patricia McGuire Trinity University TRUSTEES Eric Adler The SEED Foundation Fernando Barrueta John Terry Beaty Brown Advisory Virginia Cheung McLean Asset Management Corporation Verdia Haywood Daniel K. Mayers Chair, District of Columbia Advisory Board Daniel Solomon Naomi & Nehemiah Cohen Foundation Gene Sachs CresaPartners Dick Snowdon Trainum, Snowdon & Deane Sam A. Schreiber Wells Fargo Marian Urquilla Living Cities William (Bill) Shipp, Esq. Chair, The Community Foundation for Prince George’s County THE COMMUNITY FOUNDATION FOR MONTGOMERY COUNTY ADVISORY BOARD Pete Smith Smith Consulting OFFICERS Chair Rosalyn Levy Jonas Martin Weinstein Willkie Farr & Gallagher LLP Emerita Victoria P. Sant The Summit Fund of Washington DISTRICT OF COLUMBIA OFFICE ADVISORY BOARD Chair Daniel Mayers Retired, Wilmer Hale MEMBERS Stephen Goldstein Retired, Studley Rosalyn Levy Jonas Chair, The Community Foundation for Montgomery County Daniel Horgan Capital One Nancy Kfoury, Ph.D. Peter Kovler Blum-Kovler Fund Wendy Thompson The Onyx Media Group/EVS Communications Catherine Meloy Goodwill of Greater Washington Vice Chair Mary Pat Alcus MEMBERS Mozella Perry Ademiluyi Rising Sun Programs Ethan Assal Verasolve LLC Kevin Beverly Social Scientific Systems John. E. Chapoton Brown Advisory Julie W. Davis, Esq. Caplin & Drysdale, Chartered Jane Fairweather The Jane Fairweather Team Nancy G. Fax, Esq. Pasternak & Fidis, P.C. Marian Osterweis Retired, Association of Academic Health Centers 2 012 ANNUAL R EP O RT 19 Susan Freed, CFP Freed Advisors Steve Hull Bethesda Magazine Mike Knapp Orion Biostrategies, Inc. Lance Matthiesen Corporate Executive Board Laurene McKillop Haroon Moktarzada Webs.com Eugene A. Profit Profit Investment Management THE COMMUNITY FOUNDATION FOR PRINCE GEORGE’S COUNTY ADVISORY BOARD OFFICERS Chair William (Bill) Shipp, Esq. O’Malley, Miles, Nylen & Gilmore Vice Chair Monique Anderson Walker NAI Michael Companies Secretary Howard Stone, Jr. Prince George’s County Government MEMBERS Dr. Valerie D. Callender Callender Skin & Laser Center Rev. Haywood Robinson The People’s Community Baptist Church Hon. Wayne K. Curry NAI Michael Companies Devin Schain Campus Direct Hon. James Estepp Greater Prince George’s Business Roundtable Laura Stone Brian Taff Delivery Labs LLC Peter Welber Chevy Chase Trust Cliff White Francis Nelson M&T Bank Samuel J. Parker, Jr. Prince George’s County resident Richard Stewart Montgomery Mechanical Services, Inc. John Peter Thompson Prince George’s County resident Beatrice Tignor Prince George’s County resident A Shuanise Washington Washington Solutions, LLC Dr. Ronald A. Williams The College Board Betty Hager Francis, Esq. Office of the County Executive Manuel Geraldo, Esq. Robinson & Geraldo Artis Hampshire-Cowan, Esq. Howard University Kerry (Kwasi) G. Holman Holman & Associates Charles W. McFadden Fannie Mae Pat Lawson Muse NBC4 20 T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N COMMUNITY FOUNDATION EXECUTIVE Terri Lee Freeman President 202.955.5890 Ayann Johnson Bailey Executive Assistant to the President 202.263.4783 [email protected] Jenny Towns Director, Communications & Marketing 202.973.2513 [email protected] Sydney Golden Communications & Marketing Associate 202.955.5890 [email protected] PHILANTHROPIC SERVICES Angela Jones Hackley Vice President, Philanthropic Services 202.955.5890 [email protected] Ranjani Prabhakar Philanthropic Services Associate 202.263.4772 [email protected] Sarah Looney Oldmixon Director, Workforce Initiatives 202.973.2519 [email protected] Benton Murphy Senior Philanthropic Services Officer 202.263.4765 [email protected] Lee Christian Parker Director, Education Initiatives 202.263.4762 [email protected] Silvana Straw Senior Philanthropic Services Officer 202.263.4775 [email protected] 2 012 ANNUAL R EP O RT Staff FINANCE & PROFESSIONAL SERVICES Mark Hansen CFO & Vice President, Professional Services 202.263.4777 [email protected] FINANCE Juliana Mitrojorgji Controller 202.303.2427 [email protected] Adrienne Brown Director, Finance & Administration 202.263.4780 [email protected] Hart Franko Senior Accountant 202.263.4776 [email protected] Jennifer Bond Accounting Associate 202.973.2512 [email protected] Alicia Reid Director, Grants Management 202.263.4774 [email protected] Kathy Matthews Grants Management Associate 202.263.4773 [email protected] PROFESSIONAL SERVICES Starlet Hunter Director, Corporate & Private Foundations Professional Services 202.263.4763 [email protected] Christine Buckley Director, Professional Advisor Services 202.263.4777 [email protected] Payal Sharma Professional Services Associate 202.973.2508 [email protected] DISTRICT OF COLUMBIA OFFICE E. Bomani Johnson Director 202.263.4770 [email protected] THE COMMUNITY FOUNDATION FOR MONTGOMERY COUNTY Sally Rudney Executive Director 301.495.3036 x160 [email protected] Anna Hargrave Deputy Director 301.495.3036 x161 [email protected] Bridget Hanagan Donor Services Assistant 301.495.3036 x169 [email protected] Caitlin Shankle Program/Administrative Assistant 301.495.3036 x170 [email protected] THE COMMUNITY FOUNDATION FOR PRINCE GEORGE’S COUNTY Desiree Griffin Moore Director 301.918.8480 [email protected] Amina Anderson Senior Program Officer 301.918.8480 [email protected] Mena Amin Program Associate 301.918.8480 [email protected] 21 Julia Irving pictured at the Metropolitan Police Department, Sixth District, where she is a Community Outreach Coordinator. Julia was honored in 2011 as a Linowes Leadership award recipient. Photo by Christopher Tyree. RE GI ONA L A FFI LI ATES The Community Foundation for the National Capital Region The Community Foundation for Montgomery County 1201 15th Street, NW, Suite 420 Washington, DC 20005 8720 Georgia Avenue, Suite 202 Silver Spring, MD 20910 202.955.5890 202.955.8084 FAX 301.495.3036 301.495.3037 FAX www.thecommunityfoundation.org www.thecommunityfoundationmc.org The Community Foundation for Prince George’s County 8181 Professional Place, Suite 275 Landover, MD 20785 301.918.8480 301.918.8483 FAX www.thecommunityfoundationpgc.org 22 T H E C O M M U N I T Y F O U N D AT I O N F O R T H E N AT I O N AL C API TAL REG IO N