the difference is you

For Good. For Ever.

The Difference

is YouAnnual Report 2013

The Coral Springs’ project, described as a “modern-day barn raising,” was made possible through support from Community Foundation of Broward Fundholders. Watch a video of these and other Coral Springs residents come together to paint their water tower.

Every time someone decides to get involved in an issue they care

about their lives are enriched. When these individuals come together with

others we make a better community for all.

Pictured on the cover and this page is a mural on the Mullins Park water tower

designed and painted by Coral Springs residents to celebrate the diversity

within their city. The project, made possible by Community Foundation

Fundholders, brought isolated minority populations together for the first time

and engaged hundreds of citizens with their previously unknown neighbors –

many participating in their first civic activity.

We gratefully acknowledge our friends who make this publication possible.

The harrY T. Mangurian, Jr. FoundaTion, inc.

Making a difference starts with an individual.

Our Mission:To provide leadership

on community solutions, and foster philanthropy

that connects people who care with causes that matter.

5

Linda B. CarterPresident/CEO

occurs when the impact of your giving is driven by your values – those core beliefs you

most closely associate with who you are and what you believe in. Those things that motivate

you in your life’s journey should also be a part of your philanthropic

journey – because when they do, magic happens.

That is what makes the Community Foundation of Broward

so unique. We work side by side with you to help define

and distill your values and express them through game-

changing philanthropy: philanthropy that makes a

difference, a difference that is you.

This year the Foundation raised more than $48 million

and returned millions of dollars to Broward, making

2013 a record year in both growth and impact.

As you read this annual report, you will

see that this progress is driven by individual

Fundholders who partner with us to fulfill their

philanthropic goals. We would like to thank

these Fundholders, community leaders and

collaborative partners. We could not do this

work without you – the difference is you.

Powerful, effective and rewarding philanthropy

Wendy S. MasiBoard Chairman

(l-r) Wendy Masi and Linda Carter

Annual Report 2013

cfbroward.org 6

The Community Foundation of Broward’s Board of Directors come from different neighborhoods, different

perspectives and have different expertise. Each one of them makes a difference, together they make a better Broward.

Your Board

3

9

10 8

6 2

11

54

1

7

Annual Report 2013 7

*1 | Wendy S. Masi, Ph.D., chairmanis a retired dean, Nova Southeastern University. She is chair of the A.L. Mailman Family Foundation, president of the board of the Lovewell Institute for the Creative Arts, and co-founder of the Love Jen Fund for Joe DiMaggio Children’s Hospital Foundation. Wendy is also a founder of Camp Boggy Creek, one of Paul Newman’s Hole in the Wall Camps.

*2 |James B. LaBate, vice chairmanis a Senior Portfolio Manager with Morgan Stanley. Active in the community, Jim is past chairman of the Broward College Foundation and is a graduate of Leadership Broward. He has also served on numerous other philanthropic and corporate boards.

*3 | William A. Snyder, secretaryis the founder of the law firm of Snyder & Snyder, P.A., and is an adjunct professor of law at the University of Miami Law School Graduate Program in Estate Planning. He is a fellow in the American College of Trust and Estate Counsel (ACTEC). Bill was recognized by Worth magazine as one of the “Top 100 Attorneys” in the United States, and has been listed in Florida SuperLawyers® and The Best Lawyers in America® in Trusts and Estates.

*4 | Karen Mitchell Curran, treasureran audit partner at KPMG LLP, Karen is the Office Managing Partner of KPMG’s Fort Lauderdale office. She serves as Chairperson of KPMG’s Network of Women in South Floridaas well as their Diversity Council. She has been honored by the Boys and Girls Club as one of the Outstanding Women of Broward County. She has served on the Board of Miami City Ballet and is a past Board President and Board Chairman.

*5 |Joan K. Crain, at largeis Senior Director and Wealth Strategist for BNY Mellon Wealth Management. She is a Certified Financial Planner. Joan is a member of the Executive Committee and co-chairs the Trust Legislative Committee for the Florida Bankers Association. She is also Chairman of the Professional Advisors Council of the Community Foundation.

*6 |Armando Leighton Jr., at largeis founder and chief executive of CRS Jet Spares, a global supplier of aftermarket parts for private jets. Armando has received the Sun-Sentinel’s highest business honor, the Excalibur Award. He is a NSU Huizenga School of Business Entrepreneur Hall of Fame member, past Board Chair of Jack & Jill Children’s Center and Gilda’s Club South Florida. Armando is a WPBT - Channel 2 board member andBroward Workshop member.

7 | Bob Avianbegan his career as a dancer in more than a dozen Broadway shows including West Side Story and Funny Girl. He received two Tony Awards as co-choreographer of A Chorus Line and Ballroom. Bob was a producer of Dreamgirls, which won six Tony awards. He choreographed London’s Follies production, created the musical staging for Miss Saigon, and recently directed the Broadway revival of A Chorus Line. He is a Miami City Ballet board member.

8 |Gary Bitneris president of Bitner Goodman, one of Florida’s largest public relations firms. He is a founder of the Worldcom Public Relations Group, the largest network of independently-owned public relations firms. Gary is an accredited member of the Public Relations Society of America, past president of the PRSA Greater Ft. Lauderdale and is an International Association of Business Communicators’ National Gold Quill Award of Merit winner. 9 | Margarita T. Castellonhas served in both the Florida and U.S. Capitols in government and business relations. She leads the AT&T team that meets the telecommunications needs of government and education in Broward and is on the Adjunct Faculty of St. Vincent de Paul Regional Seminary. Margarita is the recipient of the Economic Development Leadership Award of the Greater Ft. Lauderdale Alliance, the Community Service Award of the Florida Telecommunications Industry Association, and the 2012 President’s Volunteer Service Award.

10 | Bacardi L. Jacksonis counsel and managing attorney for the Florida practice of Tucker Law Group, LLC, an African-American-owned, AV-rated litigation law firm based in Philadelphia, Pennsylvania and Miramar. As a trial and appellate attorney, she practices employment, higher education, personal injury, landlord liability, civil rights, constitutional law and general commercial litigation. She is a Legal Services of Greater Miami board member, Leadership Florida Board Member, Selection Committee Chair and serves on the Broward Community Action Agency Advisory Board.

11 | Janet C. Jordan,civic leader, worked for 10 years with the North Broward Hospital District and currently manages a medical practice. She serves on the board of the Leadership Team for Christ Church. In addition to chairing many large fundraising events, Janet has served on the boards of the Broward County Library Foundation, Hospice 100, MOD’s SPARK, Pine Crest School Advisory Board, and was a founding member and past president of Byblos.

* executive committee

8 cfbroward.org

12 | Michael G. Landryhas been involved in the asset management business since 1972. He currently oversees the management of The Pillars Hotel in Fort Lauderdale, a boutique luxury hotel he has owned since 1998. Mike is a Director of Small Luxury Hotels of the World and a Broward College Foundation and Broward Center for the Performing Arts board member. He has a Graduate Diploma in International Relations from the London School of Economics and Political Science.

13 | Jarett S. Levanis President of BBX Capital Corporation (formerly Bank Atlantic Bancorp), a public company involved in real estate asset management, investment and development, and management of operating companies. He is Executive Vice President of BFC Financial, a diversified holding company and serves on the boards of Broward Performing Arts Foundation, Museum of Art Ft. Lauderdale, Broward Workshop, Greater Ft. Lauderdale Alliance, and Chairs Business for the Arts of Broward. He was Steering Committee Chair of the 2020 Broward County Community Cultural Plan.

14 | Alan J. Levyis President and CEO of Great American Farms. He was a founding member of the Performing Arts Center Authority. He is past Chair of Broward Community Alliance: Children and Family Leadership Association, an organization responsible for monitoring Department of Children and Families community programs. He is a board member and past Chair of Broward Workshop and co-Chair of the Broward Workshop’s Education and Youth Advocacy Committee.

15 | Cori Flam Meltzeris an attorney, a Florida Supreme Court certified mediator, and the Principal of CFM Mediation, a full-service civil mediation firm serving clients in South Florida. She is a frequent lecturer on mediation and negotiation strategies as well as how women can be more effective negotiators. She is one of the co-founders and Vice-Chair of the Board of City Year Miami, a nonprofit organization that puts teams of young adults into struggling schools to help kids stay in school and on track to graduate.

16 | James W. Monroeis a retired US Army two-star General who served 35 years on continuous active duty as a logistician. After military service he became President/CEO of the AGES Government Group (a subsidiary of Volvo Aero) which provided aircraft service and support to U.S. Government agencies nationally and abroad. He and his wife founded Monroe and Monroe Consulting, a referral-only business, focused on organizational leadership, structure, and efficiency. General Monroe is currently retired and resides in Parkland.

17 | Ramon A. Rodriguezwas Managing Partner and CEO of Madsen Sapp Mena Rodriguez & Co. He was also a founder and treasurer of DME Corporation, a manufacturing company involved in defense and aerospace. Ray is a board member of WPBT - Channel 2, Performing Arts Center Authority and Broward Workshop. He is past Chairman of the Florida Board of Accountancy, Museum of Discovery and Science and United Way of Broward County and past President of the Florida Institute of Certified Public Accountants.

18 | Jacquelyn Rogow,a civic leader, is retired from private law practice. She has served on the Boards of Trustee for Philharmonic of Broward, Women in Distress, Fort Lauderdale Historical Society, Funding Arts Broward and the Broward County Library Foundation.

19 | Tony Segretois retired as long-time anchor of NBC 6. He is on the advisory board of the Huizenga School of Business at Nova Southeastern University. Tony serves on the Orange Bowl Committee and the boards of Forever Family and the Miami Sports Commission.

20 | Paul C. Tanneris Senior Vice President – Wealth Management, UBS. He is a Board of Governor’s appointee to Florida Atlantic University Board of Trustees. Paul also serves on the board of the Museum of Discovery and Science.

Suzanne Y. AllenW. George AllenElliot B. Barnett*Richard A. BerkowitzFrancie Bishop GoodJames J. BlosserNancy W. BlosserHolly BodenweberFrancis B. Brogan Jr.Anthony BrunsonGale M. ButlerRita CaseBarbara R. CastellD. Keith CobbJan C. CrockerJan R. CummingsWard J. Curtis Jr.*Shaun M. DavisJohn B. DeinhardtElizabeth C. Deinhardt*Louise F. DillPatricia Du MontKatherine M. EgglestonRichard L. EngbergLeonard L. Farber*Bernardo B. Fernandez Jr.George E. GadsonLinda L. GillDaniel E. GordonWilson B. Greaton Jr.Howard Greenberg

Barbara GreviorWilliam GundlachSteven J. HalmosFrank E. HelsomRobert J. Henninger Jr.Frederick L. HicksDavid W. HorvitzWilliam D. Horvitz*Walter E. HowardMarti HuizengaEdwin A. HustonR. Stephen HyattJoseph E. Jack*Nona L. JonesRobert B. JuddThomas O. KatzPatricia R. KearnsStewart R. Kester Sr.*Christine L. LambertusRaymond H. LeightmanSusie LevanMarsha O. LevyHerschell Gordon LewisJack R. LovingAnne B. MacLeanPatricia L. MahaneyMark R. MallerJohn C. McKeonH. Kent MerglerVirginia I. MillerFrederick V. Miller

Joseph R. Millsaps*Albert J. MiniaciChris MobleyJan MoranThomas P. O’Donnell*A. Gordon Oliver*Charles L. PalmerArlene PecoraCarlos J. Reyes Mary RiedelLeonard Robbins*Sally J. RobbinsRoy L. RogersBarbara RotiJohn W. Ruffin Jr.Maria T. SanjuanWilliam L. ShillingtonChristopher L. SmithRaymond C. SouthernGeorge E. SullivanWilliam F. SullivanJ. Kenneth TateJudith M. ThielNorman D. TrippLeslie C. TworogerJose B. ValleElaine VasquezDouglas J. Von AllmenJohn M. WalshSteven H. Woods

Former Board

* Deceased

1918

17

1512

13 2016

14

9Annual Report 2013

cfbroward.org 10

Received a $43 million gift from the Estate of Mary Porter, the single largest gift in Foundation history.

Successful completion of the$2 million OneBroward endowment campaign to support communityleadership efforts.

Announced the final For Good Awards winners

before 650 supporters of the Re-engage for Good Initiative.

Supporters

Assets reached a record$153 million

An Exceptional Year

2013

Gifts OneBroward


Philanthropists

Invested in the leadership skills of more than 640 nonprofit leaders.

Welcomed our 19th and 20th Community Builders, those generous individuals who have endowed Funds of $1 million or more.

Completed build-out of the Foundation’s new offices to create a town square for community members to come together to solve Broward’s challenges.

Awarded $5.2 millionin grants to causes that matter.

Grants

Community Partners

The Foundation’s School is Cool Initiative goals were adopted by Broward County Public Schools, Broward Workshop and the Children’s Services Council of Broward County.

Youth

Legacy Society grew to115 philanthropists who have made plans through their wills and trusts to care for their community, representing $144 million in future community investment.

12 cfbroward.org

Janet Jordan undertakes a values exercise with Foundation staff and Fundholders to help create a philanthropic

mission statement that reflects her family’s values.

If someone asked you what your family values are, what would your

answer be? It is something you know you have, but often it is not easy to explain.

Defining your core beliefs adds strength and impact to your philanthropy.

The Community Foundation of Broward works closely with you to shape these values

into a philanthropic strategy that advances the causes you care about.

This year, Foundation staff met with 136 Fundholders, 62 Legacy Society members and

more than 1,000 community leaders in the civic, nonprofit and business sectors. At

kitchen tables, here in our office and everywhere in between, these conversations create

Funds that make a powerful and enduring difference. Civic leaders like Janet Jordan

continue to find this partnership vital to effective philanthropy.

“When we sat down with the team at the Community Foundation to discuss the values

that define our family, suddenly our charitable vision became clear. For the first time

our philanthropy truly became a reflection of who we are,” she said.

Your Values

The Community Foundation understands our vision and our

values and uses that insight to help us achieve the real difference we

want to make in the world.” - Janet Jordan

“

13Annual Report 2013

cfbroward.org 14

Great communities develop ways for diverse populations to engage each other and share a

common sense of community ownership and responsibility. This year the Foundation completed its $2

million OneBroward operational endowment campaign to help lead its efforts to build this common

purpose and civic interest. The goal was reached thanks to donors who share our belief that the

community is stronger when people are connected and actively engaged in ways to make Broward better.

The impact of OneBroward is already apparent. Educational forums, national conversations, local

discussions and new collaborations across sectors have occurred. The Foundation’s new office space,

including the Jan and Jim Moran Community Innovation Zone, has delivered a town square for the

sharing of ideas and creation of innovative solutions. OneBroward increases the Foundation’s ability

to lead positive change … For good. For ever.

You Create Change

For a list of OneBroward donors please turn to page 44.

pictured right: Jan Moran

My husband and I always believed that there wasn’t anything our community couldn’t

accomplish when we worked together for the common good. Through the new

Jan and Jim Moran Community Innovation Zone, I know Jim would be so very proud that the

Community Foundation has a dedicated space to encourage collaborative partnerships

and inspire creative solutions.” - Jan Moran

“


“

cfbroward.org 16

When Mary N. Porter moved to Broward she wanted to

continue her family’s philanthropic tradition. She quickly decided the

Community Foundation gave her the data and local knowledge she

needed to make a difference in the areas that were important to her.

For the next decade, Mary worked with the Foundation to give back to

Broward. When it came time to make her estate plan, Mary again chose

the Foundation to become her eyes and ears after she was gone. Her

estate created three distinct Funds that bear her name, totaling

$43 million – the largest philanthropic gift in Broward’s history.

One of her Funds, the Mary N. Porter Legacy Fund, is the first of its

kind at the Foundation. The Fund is devoted to supporting capital

projects throughout Broward. This year the Mary N. Porter Legacy

Fund committed $1.6 million in capital grants, including a $1 million

grant for expansion of the Broward Center of Performing Arts.

Watch Mary’s story.

Your Legacy

Kelley Shanley, President and CEO of the Broward Center for the Performing Arts and students from the Watkins Elementary School stand in front of the construction site of the new ballroom that will bear Mary’s name.

It is not only good, but necessary that those of us who have benefited

from our beautiful communities extend our philanthropy to make

other lives better.”- Mary N. Porter

“

cfbroward.org 18

In 1987, Sally and her late husband Leonard opened the Leonard and Sally

Robbins Fund of the Community Foundation. They chose to create an unrestricted

Fund to give the Community Foundation the flexibility to quickly tackle pressing

issues as they arise.

This year, the Leonard and Sally Robbins Fund is supporting the ground-breaking

Re-engage for Good Initiative: City Challenge. City Challenge enables local

governments to act as hubs to connect new retirees with ways to create homegrown

solutions to neighborhood challenges.

These local hubs offer Broward’s almost 300,000 residents over 65 a way to connect

to their community once retirement eliminates employment and career networks.

With more time, and free from the need to commute out of their neighborhoods, these

retirees provide a largely untapped pool of civic entrepreneurs.

The Initiative enables the huge numbers of newly retired and soon to retire Broward

residents to use their time, talent, and years of experience to give back and stay

connected to their community.

This year, Re-engage for Good partnerships with six Broward cities have seen

retirees lead programs to improve pedestrian safety in Fort Lauderdale; provide

job coaching for the unemployed in Hollywood; and undertake youth literacy

mentorships in Sunrise.

Sally Robbins (standing) with Re-engage for Good retirees working to help unemployed Hollywood residents find jobs.

You Innovate

Great philanthropy is nimble and adaptive. I’m proud my Fund

supports innovative solutions to community challenges and can

adapt to changing needs.”- Sally Robbins

“

cfbroward.org 20

When Deborah Natansohn passed away in 2006, our community lost a leading

light in the cruise industry and a passionate advocate for the advancement of women. The

first female CEO of a cruise line, Debbie headed the Commonwealth Institute of South Florida,

a peer counseling group for executive women. When Debbie died, her family and friends

created the Deborah Natansohn Foundation Inc., to continue her work to advance women

in business and society.

After seven years of working through this private foundation, board members began to see

more and more of their time devoted to administration, tax deadlines and annual distribution

regulations. This year they decided to convert the private foundation into a Fund of the

Community Foundation of Broward.

The move freed the board to focus on the joy of giving that honors Debbie’s memory and

celebrates the difference that will forever define her. “Converting to a Fund of the Community

Foundation means we can focus on making a difference in the community on issues Debbie

truly cared about,” said Rena Epstein, Debbie Natansohn’s sister and Fund representative.

Debbie Natansohn (above) continues to make a difference in the lives of women at Florida International University’s Chaplin School

of Hospitality and Tourism Management, such as Kelly Baptist (right), who received her Master’s degree in Fall 2013.

Your Philanthropy Should be Fun

Converting to a Community Foundation Fund means we can have a single focus - making a difference to the community

on issues Debbie truly cared about.”- Rena Epstein, Fund representative

“Debbie Natansohn

cfbroward.org 22


Few people are more engaged in their community than Ginny and Tom Miller. Ginny has a well-deserved reputation for getting

things done on behalf of countless local causes. Tom heads Miller Construction

Company and has built a thriving business well known as one of the premier

general contractors in South Florida.

When reviewing their estate plans, the Millers considered how to best continue their

tradition of giving back to Broward. Their decision? To seed the Ginny and Tom Miller

Family Fund of the Community Foundation of Broward through their will.

“We have worked in Broward for more than 40 years and, of the many organizations

we have supported, we feel the Community Foundation is the one best suited to

identify the community’s needs and make the greatest impact,” said Ginny.

Tom and Ginny believe the Foundation mirrors their family’s approach to philanthropy,

“We want to be more than just a pocketbook and really know who we are supporting.

In the end it is about asking the right questions. The Foundation asks those questions

to ensure we achieve the difference we want to make.”

Philanthropy that really changes things - that really makes a difference - comes

from meticulous attention to the effectiveness of those you work with.”

-Ginny Miller

You Care

“

Photo Credit: GoRiverwalk Magazine pictured left: Ginny and Tom Miller

cfbroward.org 24

For Lauderhill Middle School students getting to class or their local

YMCA meant using a dark, littered, and dangerous overpass where many were

victims of assault, robbery, and intimidation.

It was a trip one student described as, “heading into a snake pit where you don’t

know what will get you.” The structure was no longer a bridge, but a barrier.

In a diverse and sprawling county of 1.7 million people, such community isolation

is a common challenge not easily solved. The Foundation’s Art of Community

Initiative provides a new way to address these problems. The Initiative is designed

to nurture civic-engagement by bringing diverse residents, sectors and organizations

together using the arts to address community problems.

Now, through an Art of Community grant, Florida International University and

YMCA of Broward have launched “Own the Pathway.” This project creates green

space construction around this critical tributary to improve neighborhood safety

and connections. Shade, light, sound and color will transform the bridge’s

oppressive qualities and allow those using the bridge to reclaim a safe structure

that visually and acoustically celebrates community strength.

This work is something Foundation Fundholder, Francie Bishop Good says will

deliver new solutions to age-old problems. “The fact that this project is connecting

isolated communities demonstrates the power of art to bring people together and

solve challenges in new ways.”

You Empower

That’s why I like working with the Community Foundation - they aren’t

afraid to try new approaches.”- Francie Bishop Good

Foundation Fundholder

“

Photo Credit: Sun Sentinel

Eumon Roach (front, left), Jeff Noel (back, left), Kevon Bachelor (back, right) and Kervens Jean-Louis (front, right)

were among the children who lobbied city government and officials to improve the overpass.

cfbroward.org 26


Three years ago the Foundation completed a community-wide

needs assessment through extensive research, interviews, information

sessions and community conversations.

A common issue of concern was education. At that time 25 U.S. school

districts produced 1/5 of all U.S. dropouts. Broward was one of them.

The Foundation responded by giving voice to different sectors and

building consensus. From that work, the School is Cool Initiative was

born with a target to increase high school graduation rates to 90% by

focusing on middle school success.

This Initiative draws from national statistics that show middle school

as that fork in the road between academic success or failure. Poor

attendance, behavior issues and low course performance (ABCs) in

reading and math in the middle school grades clearly predicts high

school dropouts.

Now, for the first time in the county’s history, principals and nonprofit

leaders have co-created new programs in nine public middle schools

that feed into the lowest performing high schools.

The programs range from literacy learning labs and suspension prevention

programs, to extended school day tutoring for failing students.

The approach is also building community-wide engagement. This year,

both the Children’s Services Council and Broward County Public Schools

have incorporated School is Cool into their strategic plans and

the Broward Workshop has adopted it as its number one priority.

You Demand Leadership

When I arrived in Broward, the Foundation was one of my first

critical connection points to learn more about this community.”

- Robert W. RuncieSuperintendent

Broward County Public Schools

“(l-r) Superintendant Runcie speaks with

Foundation Board Members, Wendy Masi, Cori Flam Meltzer

and General James Monroe.

cfbroward.org 28


You Create The Difference When Alvin Ross told Lowell Chick, principle at Chick & Karo CPA, that he wanted to make

a difference in Broward, the experienced professional advisor suggested Alvin consider partnering with

the Community Foundation of Broward.

In conversations with Foundation staff, Alvin outlined his wish to support the caregivers of those

suffering from dementia. Now the sixth leading cause of death in the United States, dementia places

tremendous strain on the 15 million Americans caring for sufferers of the disease. Eighty percent of this

care is provided by unpaid caregivers, 60 percent of whom report physical and emotional distress.

In 2013, Alvin and Gloria created the Alvin and Gloria Ross Community Care Fund of the Community

Foundation of Broward. Their Fund provides daily living and training assistance to caregivers of those

suffering from dementia, particularly those unable to afford care and support services.

Working closely with Alvin and Gloria, the Foundation is addressing an issue that impacts millions

of Americans each year to ensure Alvin and Gloria are the difference they want to see in the

world … For good. For ever.

Whatever we have done in our lives, this charitable legacy is what truly defines who we are. The Alvin and Gloria Ross

Community Care Fund will help people who may not be as fortunate as us. That is

our difference and our legacy.”- Alvin Ross

“

Scan this code to learn more about Alvin, a WWII hero and entrepreneur.

pictured left: Gloria and Alvin Ross

cfbroward.org 30


Terry StilesChairman & CEOStiles CorporationTopic: Your Company’s History as a Leadership Tool

When venture capitalists research potential startups they first evaluate the

entrepreneurs who lead them. Why? Because a good idea is only executable when

implemented by a top-notch executive team. Nonprofit or for-profit, leadership matters!

To ensure the nonprofits you support can get the job done on the causes important to you

requires us to invest in those agencies’ leaders.

The Foundation’s Leadership Institute makes this happen by delivering hundreds of hours of

educational, networking and coaching opportunities. Just this year, more than 640 nonprofit

staff and board leaders in Broward received instruction in board governance, strategic

planning, and talent development in Leadership Institute sessions.

Knowing the power of great role models, the Foundation also introduced nonprofit CEOs

to business titans for intimate leadership discussions through its Leader 2 Leader program,

which provides a forum to discuss topics within the most recent issues of Harvard Business

Review. Recruited by Fundholder and entrepreneur, Steven J. Halmos, President of Halmos

Holdings Inc., this year’s program included:

Raymond H. Leightman, President of Broward County

Northern Trust Topic: The Network Secrets of

Great Change Agents

James BergerManaging PartnerBerger SingermanTopic: The Unmanageable Star Performer

Les WeilPrincipal and Founder

Les Weil ConsultingTopic: What CEOs Really

Think of Their Boards

Mike JacksonChairman and CEO

AutoNationTopic: Making Star Teams

Out of Star Players

You Work with the Best

Terry Stiles speaks to nonprofit leaders.

cfbroward.org 32

Your ImpactIn 2013, more than $5.2 million in grants were distributed to organizations across Broward

with an additional $500,000 in program related support. In the following pages are examples of

just some of these grants representing the unique interests of our Fundholders and the Foundation’s

comprehensive evaluation of the potential of each project to improve our community.

For a full list of grants use the following QR code.

Youth & Family$1,427,257

Health & Wellness$357,353

Animal Welfare $120,627

Civic Engagement$1,267,779

Education $1,451,125

$611,237Art & Culture

$5,235,379Total Grants


Gold Coast Jazz Society

Ashanti Cultural Arts & EnrichmentArts on the Boulevard$35,000Brought together Pompano Beach residents to collect historical artifacts and record early city residents’ accounts through a documentary, play and large diptych that will preserve Pompano Beach history.

Supported by Mary and Alex Mackenzie Community Impact Fund, Helen and Frank Stoykov Charitable Endowment Fund, Charles and Ruth Taylor Fund and Herschell and Margo Lewis Fund

Gold Coast Jazz Society Program Support $14,000Supports in-school presentations of JazzSLAM programs that use interactive music programs to teach language arts, math, social studies, critical thinking and creative expression.Supported by an anonymous Fund

Florida Grand Opera Program Support$28,986Provides community-wide opera education, youth programs, training of young opera professionals, and outreach programs that embrace and enrich the community’s diverse cultural heritage.Supported by Stephen A. and Ethel L. Keller Fund for the Florida Grand Opera

Nova Southeastern University Museum of Art Fort Lauderdale Scholarship and Program support$11,364For the development of the artistic and creative talents of more than 220 children in grades 1-12 through Changing Lives scholarships and the presenting of exhibitions of the highest caliber to nurture art and culture within South Florida.

Supported by Mary and Alex Mackenzie Community Impact Fund, Joseph S. and Louise B. Rumbaugh Fund, Elaine and Jon Krupnick Family Fund, and Linda L. and Douglas J. Von Allmen Family Fund

Arts & Culture Nova Southeastern University Museum of Art Fort Lauderdale

Florida Grand Opera

cfbroward.org 34

Anti-Defamation League - The No Place For Hate Initiative$14,949This anti-prejudice and anti-bigotry campaign fosters community and school collaborations that celebrate individual and group differences and challenges stereotypes, prejudice and bigotry.Supported by NCCJ Kresge Challenge Fund

Broward College Foundation Space Education Program at Beuhler Planetarium$10,000Creates a year-long high school lecture series at Davie’s Buehler Planetarium and Observatory, including lectures by Dr. Robert Kershner, Clowes Professor of Science at the Harvard-Smithsonian Center for Astrophysics and Academic Supervisor of two Nobel Prize winners.Supported by John H. Rau Space Education Fund

WPBT Communications FoundationStar Gazers Series$5,000WPBT’s Star Gazers program delivers the only regular televised astronomy series on television. The program challenges viewers to get outside to learn about and experience the night sky wherever they are.Supported by John H. Rau Space Education Fund

Broward Public Library FoundationOasis Connection Training and Program Support$6,500Provides computer and Internet instruction to adults age 50+ to learnnew job skills, connect with others and enrich their lives. Support also enables the enhancement of collections, programs and services of the Broward County Library system. Supported by Lou and May Jean Wolff Family Foundation Fund, Erwin M. Vasquez, M.D. and Elaine Vasquez Family Foundation Fund in honor of Doctors Natalie A. and Oscar Nadeau and James and Sandra Porter Charitable Fund

Education

Anti-Defamation League

Broward Public Library

Star Gazers


Achievement & Rehabilitation CentersABLE/Kamp Krayola$13,500Provides residential placement for individuals with intellectual disabilities when their families can no longer meet their supervision and support needs. Supported by Jonathan Dominguez Fund, Fredrick M. Earle Memorial Fund and Frank P. and Blanche S. Buck Fund

The Boggy Creek Gang Program Support$52,191Allows children aged 7-16 who have been diagnosed with chronic or life-threatening conditions to enjoy a camp experience in a safe, medically-sound environment.Supported by Bringing Kids to Boggy Fund

Holy Cross HospitalCancer Research Program $24,710Provides cancer patients with access to investigational therapies not previously available in Broward. The program will also seek to open 15 new Phase 2 and 3 trials that may offer new treatments and advance scientific knowledge in the fight against cancer.Supported by Harold D. Franks Cancer Fund

Broward Regional Health Planning CouncilHIV/AIDS Prevention Program$170,000Integrates HIV/AIDS prevention in the general public health agenda. Projects range from increasing HIV/AIDS knowledge and risk reduction behavior amongst high-risk youth, to development of HIV/AIDS curriculum for youth in the deaf and hard of hearing community.

Supported by Frederick W. Jaqua Fund, Harold D. Franks Fund, Francis J. Crowley Fund, Kresge Unrestricted Fund, Ann Adams Fund, and Community Impact Fund

Health & WellnessBoggy Creek Gang

Cancer Research

ARC Broward

cfbroward.org 36

Broward Education FoundationTake Paws TV Series$20,500This Broward Education Foundation, BECON-TV and Broward County Animal Care collaboration produces Take Paws TV to encourage pet adoption and responsible pet ownership.

Supported by Helen and Frank Stoykov Charitable Endowment Fund, Helen Victoria Foote Fund, Patricia A. Shub Fund for Companion Animal Benefit and Jack Belt Memorial Fund

Humane Society of Broward County Low Cost Spay/Neuter Program for Owned Animals$20,000Provides free low-cost and free spay/neuter surgeries to 15,000 Broward animals to help keep pets safe, healthy and in the home.Supported by Francis and Bessie McDwyer Fund and Helen Victoria Foote Fund

Sawgrass Nature Center and Wildlife HospitalCritters Matter$6,000Instructs Broward residents on proper pet selection and care and how to co-exist with native wildlife, emphasizing the importance of not releasing exotic animals or pets into the environment.

Supported by Helen Victoria Foote Fund and Helen and Frank StoykovCharitable Endowment Fund

Bit-By-Bit Therapeutic Riding Center Boards In Action$5,000To strengthen the strategic, governance and leadership capacity of the board of directors of Bit-By-Bit Therapeutic Riding Center, which uses therapeutic horseback riding to help special needs clients become as independent, strong, and confident as possible and provide a new home to horses in need.Supported by Children’s Services Council Nonprofit Capacity Fund

Florida Initiative for Suicide Prevention - Expressions of Hope$15,000Engages local organizations, residents, city government and business leaders in a multi-media theatre production addressing suicide prevention and intervention to help reduce the suicide rate in the LGBT community of Wilton Manors.

Support provided by the Robert Frederick Giese Fund, Steven Halmos Family Fund and The Charles L. Palmer Family Fund

ChildNet - Forest of Families$15,000 Brings together Broward residents to explore the meaning of family through visual arts, using the symbolism of totems, to inspire people to open their hearts and homes to children in foster care.

Supported by Jan Moran Unrestricted Fund, Edwin A. and Jane N. Huston Fund and Dot and Keith Cobb Fund

City of Hollywood - Community Connection$100,000Replaces sidewalks in need of repair with sidewalk art created by artists in consultation with community members to improve safety, community pride and resident engagement.

Supported by Community Impact Fund, Jan Moran Unrestricted Fund, Fredrick W. Jaqua Fund and Robert Elmore Family Fund

Impact Broward - Encore Connect$43,000Provides group and one-on-one sessions to both retired boomers and nonprofit staffs to help marry retirees’ interests with nonprofit needs within the community. Supported by Community Impact Fund, Ann Adams Fund, Wilson B. Greaton, Jr. Fund, Julia C. Baldwin Fund, Frank D. and Anita M. Butler Endowment Fund, Blockbuster Entertainment Unrestricted Fund and Antoinette Sherman Fund

Young At Art of Broward - The ArtHouse @ NW Gardens$100,000Empowers NW Gardens residents to imagine, plan and create The ArtHouse, a duplex renovated with drawing/painting, clay, photography, and printmaking studios to provide a common space for community engagement through art.

Supported by Fred W. Jaqua Fund, David and Francie Horvitz Family Fund, Deinhardt Charitable Fund and Fonda and H. Wayne Huizenga, Jr. Family Trust Fund

Animal Welfare Civic EngagementBit-By-Bit Therapeutic Riding Center ChildNet Forest of Families


Fort Lauderdale Independence Training & Education CenterProgram Support$20,000 FLITE Center is a centralized facility and resource for dependent youth and those who have aged out of the foster care system to learn the life skills needed for successful, independent living.Supported by TIL Learning Center Project Fund and Katherine E. and Robert S. Smith Family Charitable Fund

Susan B. Anthony Center Stop the Cycle: Rehab for Substance Addicted$7,000Provides mothers who suffer from substance addiction a residential treatment program where they can keep their children with them while receiving the treatment they need to learn to live their lives clean and sober.Supported by Keith W. Dunn Restricted Endowment Fund and Pauline Reichert Fund

KidSafe Foundation - Program Infrastructure Support$3,000To upgrade computer and database infrastructure to improve program services to second grade children to protect them from abuse, bullying, abduction, peer pressure and cyber bullying while also educating their parents and teachers about how to keep them safe.Supported by Children’s Services Council Nonprofit Capacity Fund

Hope South Florida - Program Support$3,500Provides housing, mentoring relationships and community one-stop service centers, focused on keeping families together and supporting the homeless. Supported by Lou and May Jean Wolff Family Foundation Fund and James and Sandra Porter Charitable Fund

Youth & FamilyKidSafe Foundation

HOPE South Florida

FLITE Center

cfbroward.org 38

This year the Foundation welcomed our 19th and 20th Community Builders - generous

philanthropists who establish endowed Funds with the Community Foundation of $1 million or more. Community

Builder Funds provide annual assistance to thousands of residents and hundreds of organizations each and every year.

Like the rock on which a house is built, they continue to provide a solid source of support.

1 | Sue and Jim AchesonJim Acheson’s grandfather was a protégé of Thomas Edison and helped create the light bulb. This inquisitive spirit has, for three generations, inspired the Acheson family to seek out ways to improve their communities. When Jim and his wife Sue moved to South Florida from Michigan, they were looking for a partner to guide their charitable giving in their new hometown. They established the James C. Acheson Fund in support of innovative projects.

2 | Marion and Percy T. ArchibaldMarion Archibald wanted to honor her marriage of 55 years to her husband Percy by giving back to the public broadcasting programs that kept her company after he passed away. Marion created the Marion and Percy T. Archibald Fund to support public broadcasting, the sight-impaired and paramedics and their families.

3 | Randy CotterWhen Randy and Larry Cotter lost their sister Elizabeth to cancer at only 49, they wanted to honor their sister’s memory and celebrate her accomplishments as a science teacher and former Olympic equestrian. The Elizabeth Cotter Memorial Fund educates youth, helps animals and supports equestrian programs for children.

4 | Dorothy and Harold Franks To honor his wife, Dorothy, who battled cancer and arthritis, Harold established three Funds at the Community Foundation to support research into both these diseases and to address the urgent needs of the beloved community they called home for 60 years.

5 | Gertrude GrayA graduate of Albion College, at a time when few women were even admitted to universities, Gertrude Gray believed passionately in the gift of education. She established the Gertrude Gray Memorial Scholarship Fund to provide college scholarships to Broward high school students.

1 32 4

5 6 7 8

9 10 11 12

13 14 15 16

17 18 19

Community Builders

Sue and Jim Acheson in front of the Foundation’s wall honoring them and all Community Builders.


6 | Frederick W. JaquaBy setting up the Frederick W. Jaqua Fund, Frederick wanted his legacy to preserve the quality of life in our community. He valued excellence and understood the many components that must come together to assure a healthy, vibrant community.

7 | Harriet and Jack KayeHarriet and Jack were active in the community and enthusiastic patriots. It was important for them that young people in our community learn firsthand the intent of our Founding Fathers, so they established the Jack and Harriet Kaye Fund which helps Broward high school students attend Spirit of America conferences in Valley Forge, PA.

8 | Stephen A. KellerStephen A. Keller was a successful industrialist who was proud of taking each of the businesses he ran to new heights. He took the same approach to planning his estate that he did in business. He was thoughtful and strategic and provided for the things that he cared about deeply – his children and grandchildren, loved ones, and his community family, here at home.

9 | Mary MackenzieA defender of working mothers and founder of the Motherhood Maternity clothing empire, Mary was born in Cairo and built her business in California. Yet she chose South Florida as her residence and the home of her charitable legacy, expressed by the Mary and Alex Mackenzie Community Impact Fund.

10 | Everett MetcalfA WW II veteran, Everett Metcalf was always engaged in the community, serving as a yacht club commodore and as a leader of civic clubs and charities. He resolved to take care of the community that had done so much for him by creating the Everett H. Metcalf, Jr. Unrestricted Fund. His Fund provides needed resources to keep our community informed, empowered and connected.

11 | Rose MiniaciRose’s support of music, dance and theatre programs in Broward is remarkable. Her love of the arts and compassion for others guided her to establish the Rose Miniaci Family Fund in support of arts and educational opportunities for children.

12 | Jim and Jan MoranFrom humble beginnings in Chicago, automotive pioneer Jim Moran founded JM Family Enterprises, the world’s largest distributor of Toyota cars. Jim and Jan chose to lead big projects, establishing the Youth Automotive Training Center where at-risk youth are taught basic automotive and life-management skills, and spearheading numerous campaigns to improve health care, children’s education and family services. Established between 1993 and 2000, Jim and Jan Moran’s family of Funds at the Community Foundation continue to support our community.

13 | Mary N. PorterMary’s philanthropic spirit was evident from a young age, when as a young woman she delivered food to needy families during the Depression. After her move to Fort Lauderdale, she quickly established herself as a hands-on philanthropist and supported many causes. Mary’s philanthropy culminated in the largest gift in Foundation history through her estate of more than $43 million. She once said, “Giving back is a part of who we are as a people. It is not only good, but necessary that those of us who have benefited from our beautiful communities extend our philanthropy to make other lives better.”

14 | John H. RauWhen John H. Rau was a child, the science fiction of space flight captured his imagination. A successful stock investor, John’s passion for space exploration found expression when it came time to create his estate plan. He established the John H. Rau Space Education Fund that now supports NASA space camp and other programs that inspire people to learn about space.

15 | Alvin and Gloria RossAlvin Ross served his country in World War II. Shot down over occupied France in 1943, Alvin escaped to Spain by walking over the Pyrenees Mountains. He returned to his hometown of Elberon, New Jersey where Alvin and wife Gloria worked hard to build a successful modular home business and raise four children. Alvin and Gloria care deeply about our community. They created the Alvin and Gloria Ross Community Care Fund to provide support and training for those special caregivers who improve the lives of individuals with dementia.

16 | Louise and Joseph S. RumbaughJoseph S. Rumbaugh believed that the arts were a catalyst to a more creative community. His dream to light the creative spark in children and adults was accomplished in 1999 when he established the Joseph S. and Louise B. Rumbaugh Fund to support his and his wife’s favorite nonprofits.

17 | Helen Wyatt Rust StoykovHelen Stoykov resolved that her legacy would be to honor her husband’s memory while investing in her life’s passions. The Helen and Frank Stoykov Charitable Endowment Fund of the Community Foundation of Broward now invests in music, art and animals.

18 | Elaine and Dr. Erwin VasquezAs hands-on philanthropists, the Vasquezes themselves committed to helping the elderly receive better medical and social services. That is why they established The Erwin M. Vasquez, M.D. and Elaine Vasquez Family Foundation Fund that encourages innovative programs to assist the elderly, and honors Erwin’s memory forever.

19 | May Jean and Lou WolffLou Wolff designed the landmark Keenan building (now Citibank) in Fort Lauderdale. His and his wife May Jean’s combined sense of community and gratitude compelled them to establish the Lou and May Jean Wolff Family Foundation Fund to help people become self-sufficient, so they can help others.

Anonymous One philanthropist created a Fund to support the needs identified by the Community Foundation through her estate. Her family’s wish to remain anonymous is honored to this day.

cfbroward.org 40

The Legacy Society of the Community Foundation of Broward honors forward thinking individuals

who will leave an indelible mark on our community through a gift from their estate. Too often, these thoughtful gifts go

unrecognized because they come at the end of a donor’s life. The Legacy Society honors the following philanthropists for

their commitment to community. Thank you.

Suzanne Y. and Edward R. AllenAnonymous (24)Jeannette Archer-Simons and Robert E. SimonsCarla and Giorgio ArraWilliam W. E. Ash IIIAnn M. BedermanMuriel B. BiskupDavid C. BlandLisa A. BonkRichard A. BrayNancy L. BrownAnita and Ralph M. ByerMelanie M. CampLinda B. and R. Michael Carter

Rita and Rick CaseBarbara R. and J. Ronald CastellJames I. Coddington, Jr.Jan C. CrockerJames A. and Jan R. CummingsCarolyn Davis and Ned BlackJohn B. DeinhardtFrederick L. EmeryDoris D. EmmettLorraine and Gerald FarmerDonna Fisher-WilliamsElisa R. and Barry H. GoldmanMitchell E. GrantBarbara T. GrayBarbara and Arnold Grevior

Donald C. GrobmyerRichard HelligasRoberta M. and Frank E. HelsomAnne T. HotteJane N. and Edwin A. HustonJan Amis JessupEmerson W. KanodeCindy and Laurence M. KashdinEllen B. KirbyVictoria C. KirbyWalter W. KruegerDavid B. KynerLynn and James B. LaBateMarcy LambertChristine L. and Arthur W. Lambertus

Legacy Society

Legacy Society members enjoy the private 2013 Annual Legacy Society Luncheon.


What you leave behind is not what is engraved in stone

monuments, but what is woven into the lives of others.”

- Pericles

“

Edward W. LandgrenKevin LaneThomas H. LindseyGabriele E. MagdanzMP and James MaloneLola MarshmanPatricia MartinezJames D. McKenzieDaryl G. MillerVirginia I. and Thomas J. MillerJan MoranCharles A. Nicholls and Mark H. TurnerDorothy M. OsterhoudtElizabeth G. PalmerSusan Nolan Palmer

JoAnn B. PassAnn S. and Robert O. PowellDavid E. RatcliffeNancy and Dave ReiersonSally J. RobbinsHugh E. RootGloria and Alvin RossCharles L. RossNanette RudolfBabette SalvatiFranklin R. SchmidtElla and Reuven SheferGrace Dudleck ShepherdPatricia A. ShubAdeline M. Sines

Edith A. SlurfEugene C. Smith and David A. MoonFred G. SmithHilda and Theodor M. SokolowskiWilliam C. SpencerSondra R. TitleBarbara J. UngerRichard J. and Gregory D. Unwin MooreMelba UrbanekPaula ValentineElaine VasquezJanice Weintraub and Irwin WeidegerDixie E. WheelerSumner T. WhiteMay Jean and Lou WolffSylvia K. Yohalem

cfbroward.org 42

Joan K. Crain, TO BNY Mellon Wealth ManagementChairman of the Professional Advisors Council

Frank T. Adams, Esq. Katz Barron Squitero Faust

Louis C. Anderson, Esq. Louis C. Anderson Law Office

Norma Berkman, CPA Ever and Company, P.A.

Richard A. Berkowitz , JD, CPABerkowitz Pollack Brant Advisors and Accountants

Penelope Blair, TO, CTFA U.S. Trust, Bank of America Private Wealth Management

Jeffrey N. Blaze, CFP® FDR Financial Group

Lesleen Bolt Morgan Stanley Smith Barney

Judy B. Bonevac, Esq. Judy Barringer Bonevac, P.A.

Francis B. Brogan, Jr., Esq. Greenberg Traurig, LLP

Ralph M. Byer Merrill Lynch

John Cartledge UBS Financial Services, Inc.

Lowell J. Chick, CPA, MBA Chick and Karo, CPA’s, P.A.

Christina M. Cleveland, FA Merrill Lynch

Alan B. Cohn, Esq. Greenspoon Marder, PA

Richard G. Coker, Jr., Esq. Coker & Feiner, P.A.

James B. Davis, Esq. Gunster

David J. Diaz, CFP® Merrill Lynch

James M. Dolan, CPA James M. Dolan, P.A.

Frank B. Dolph III Frank B. Dolph III & Associates

Mary Sue Donohue, Esq. Law Offices of Mary Sue Donohue

Pamela A. Fau, TO SunTrust Bank, South Florida, N.A.

Ralph L. Focaracci CPARalph L. Focaracci, P.A.

John P. Friedrich Esq.Friedrich & Friedrich, P.A.

Charles A. Goff, Esq. Casoria & Goff, P.A.

Adam S. Goldberg, Esq. Krause & Goldberg, P.A.

Deborah P. Goodall, Esq. Goldman Felcoski & Stone PA

Henry Goode III, FASpartan Strategies Group

Katherine N. Guida, TO Northern Trust Bank of Florida

Marie C. Hansen, TO Northern Trust Bank of Florida

Marlon A. Hill, Esq. Delancy HIll, P.A.

Douglas F. Hoffman, Esq. Rudolf & Hoffman, P.A.

Kenneth M. Jones, Esq. Moody, Jones & Montefusco, P.A.

Robert B. Judd, Esq. Hackleman, Olive and Judd, P.A.

Thomas O. Katz, Esq. Katz Baskies LLC

Robert L. King, Esq. Robert L. King Law Office

Robin J. King, Esq. Buckingham, Doolittle & Burroughs, LLP

Leonard Kinker, CPA(retired)

Tracey Kinker, CPA Tracey J. Kinker CPA, P.A.

Curtis J. Kuramoto Merrill Lynch

John Lacy, FA Merrill Lynch

Stephen J. LaForte BNY Mellon Wealth Management

Christine L. Lambertus, Esq. Lambertus & Lambertus, P.A.

Jody Leslie, Esq. Leslie & McLaughlin, LLP

The Professional Advisors Council of the Community Foundation of Broward was founded to create a forum in which members of the Council can

network, provide valued input, and partner with the Foundation to better serve their

clients and the community. These professionals understand the power of philanthropy

and the value its discussion delivers to their clients.

Professional Advisors


Vladimira Libansky, Esq. Robert L. King Law Office Rosemary Lindsey, Esq. Rosemary Lindsey LLC

Jack R. Loving, Esq. Loving Scully Law Group, PLLC

David Lum CFP®

Merrill Lynch

Kristen M. Lynch, Esq., AEP, CISP, CTFA Fowler White Burnett, PA

Anne B. MacLean, Esq. MacLean and Ema

Mark R. Maller TD Bank

William T. Marks, TO Northern Trust Bank of Florida

Patricia Martinez MetLife--New England Financial

Anne J. McPhee, Esq. Snyder & Snyder, P.A

Donald B. Medalie, Esq. Medalie & Medalie, P.A.

Greg Medalie, Esq. Medalie & Medalie, P.A.

Kenneth R. Mikos, Esq. Kenneth R. Mikos, P.A.

James MurphyMerrill Lynch

Cort A. Neimark, Esq. Lubell & Rosen

Lucinda Ortigao Golfin SunTrust Bank, South Florida, N.A.

Frederick F. Perry U.S. Trust, Bank of AmericaPrivate Wealth Management

Peter A. Portley, Esq. Portley and Sullivan

Raymond J. Powers Powers & Disque, C.P.A., P.A.

Carlos J. Reyes, Esq. Reyes Law Group, P.A.

Jennifer J. Robinson, Esq. Northern Trust Bank of Florida

Charles D. Rubin, Esq. Gutter Chaves Josepher Rubin Forman Fleisher, P.A.

Gary L. Rudolf, Esq. Rudolf & Hoffman, P.A.

Gregory J. Schaeffer Morgan Stanley Smith Barney

Barry S. Schinder, Esq. Barry S. Schinder, P.A.

Ilene S. Schnall J.D., LLM Ilene S. Schnall, PA

David M. Scully Jr., Esq.Loving Scully Law Group, PLLC

Jeffrey S. Selzer, Esq. Selzer & Weiss, Attorneys at Law

Barbara A. Shore, Esq. Barbara Ann Shore, P.A.

Jeffrey Shover Morgan Stanley Smith Barney

William A. Snyder, Esq. Snyder & Snyder, P.A.

William F. Sullivan, Esq. Portley and Sullivan

Eric W. Sulzberger, Esq. Law Offices of Sulzberger & Sulzberger

Gene C. Sulzberger, JD, TEP, CFP® PRS Investment Advisory

Donald R. Tescher, Esq. Tescher & Spallina, P.A.

Benjamin A. Tobias, CFP®, CPA/PFS, CIMA

®, AIF

®

Tobias Financial Advisors

Charles L. Verner UBS Financial Services, Inc.

Jo Ann Voight, CPA Jo Ann Head Voight, PA, CPA

Patricia R. Voss, Esq. Patricia R. Voss, P.A.

John M. Walsh, JDFusion Analytics Investment Partners, LLC

Misty Weinger, CPA/CFF, CVA Kofsky, Hartman & Weinger, PA

Joanne L. Wood, EA

Steven H. Woods, CPA Keefe, McCullough & Co., LLP

Ghenete Wright Muir, Esq.

Charles D. Zalakar, CTFA Northern Trust Bank of Florida, NA

Kurt D. Zimmerman, Esq. Zimmerman & Associates, P.A.

PAC members meet at the Foundation offices.

cfbroward.org 44

Jan MoranHudson Family FoundationRose MiniaciJames and Suzanne AchesonThe David and Francie Horvitz Family FoundationEstate of Georgina JacobsenElaine and Jon KrupnickArlene PecoraMay Jean and Lou WolffA.L. Mailman Family Foundation, Inc.Richard A. BerkowitzNancy Bryant and Jerry TaylorNancy W. and James J. BlosserRita and Rick CaseJames A. and Jan R. CummingsDaniel Curran and Karen Mitchell CurranS. Halmos Family FoundationMarsha and Alan LevySusan and Jack R. LovingKay and William A. SnyderNorman and Jane TrippBob AvianMargarita T. CastellonJoan and Michael CrainJanet and Jim JordonThe Eleanor M. and Herbert D. Katz Family Foundation, Inc.The LaBate FamilyThe Leighton FamilyGeneral and Mrs. James W. MonroeJacquelyn RogowRay Southern

OneBrowardThis year the Foundation completed its $2 million OneBroward operational endowment campaign to support the Foundation’s work. Thank you to all those who generosity gave to help make Broward better. For good. For ever.

The Difference is You

The Art of CommunityArmando Leighton – ChairBob AvianFrancie Bishop-GoodEd HashekJarett LevanAlbert MiniaciKaren Mitchell Curran

School is CoolJim Monroe – ChairMargarita CastellonJanet JordanAlan LevyCori MeltzerRay Southern

Re-engage for GoodGary Bitner – ChairGale ButlerPat DuMontVictoria FunesBacardi JacksonNancy OlsenJacquelyn RogowTony SegretoLinda StepenovichBill SnyderAna Valladares

Investment CommitteePaul Tanner – ChairJim LaBateMike LandryCharlie PalmerSteve PattisonRay Rodriguez

Audit CommitteeKaren Mitchell Curran – ChairFrank BroganKeith CobbJohn HerbstJim LaBateRay Rodriguez

Governance and Nominating CommitteeJoan CrainWendy Masi

Executive CommitteeWendy Masi – ChairJim LaBateBill SnyderKaren Mitchell CurranJoan CrainArmando Leighton Jr.

Mary Porter Legacy Fund Task ForceGary BitnerJanet JordanJim LaBateWendy MasiJacquelyn Rogow

2013 Committee Members


Members of The Deinhardt Society provide

support that allows the Foundation to

identify emerging issues and tackle pressing

community challenges. View a list of

members of The Deinhardt Society by

following this QR code.

The Deinhardt SocietyWe are grateful to the philanthropists

who contributed to Community

Foundation Funds this year. Their

gifts empower the grants that help

build and improve our community.

View a list of these contributors by

following this QR code.

Fund Gifts & Pledges

In 1984 Jack and Libby Deinhardt led a small group of citizens to establish the

Community Foundation of Broward with the vision that by coming together we all could

make a difference in our community.

cfbroward.org 46

Linda B. CarterPresident/CEO

has led the Foundation since 1997. She has served as president of the Community Foundations of Florida, the Planned Giving Council and the Association of Fundraising Professionals. Linda also serves on the executive committee of the Broward Workshop and is a member of the Sun Sentinel South Florida 100. She is a South Florida Business Journal 2012 Broward Ultimate CEO Award recipient, a Broward native and a graduate of the University of Florida.

Sheri S. BrownVice President Grants & Initiatives

is a member of the South Florida Advisory Council of the Florida Philanthropic Network and a 2008 graduate of Leadership Broward. In 2012, she was selected to attend the American Express Leadership Academy and a recipient of Legacy Magazine’s 50 Most Powerful Professionals in South Florida in 2011. Sheri is also a Broward native and a graduate of Florida A&M University.

Nancy ReiersonVice President of Philanthropic Services

has more than a decade of experience working with leading South Florida agencies. Prior to that, she served in several positions with a focus on revenue generation at AT&T for 17 years. Nancy is a New York native and a graduate of The New School in New York City. She is a Legacy Society Member and an avid choral singer and triathlete.

Michael G. VizziChief Financial Officer

has 30 years of financial management experience and has held positions as chief operating officer and chief financial officer in both the public and private sector. He is a CPA with a BS in accounting from Christian Brothers University and an MBA from Nova Southeastern University. Michael is a keen cyclist and classic car enthusiast.

Thor BarracloughVice President of Marketing & Communications

has 20 years of corporate and nonprofit communications experience in Australia, the U.K. and U.S. He is vice chair of Equine-Assisted Therapies of South Florida. A graduate of Australia’s Curtin University, he has an MPH from FIU, and is a Leadership Broward graduate. Thor is also a Men with Caring Hearts Award recipient.

Nancy WaltonOffice Manager

has more than 30 years of office management experience across the country. She is active in the animal rights movement and serves on the boards of Japanese Chin Care and Rescue, Inc., and Broadview Park Civic Association. Nancy has an associate’s degree from Robert Morris University in Pittsburgh and is a Reiki practitioner of the Usui lineage.

Erin SutherlandCharitable Funds Manager

is a past Co-Chair of Emerge Broward and past Director of Leadership Broward Foundation. She is a founding member of the Fort Lauderdale Turkey Trot, and a Friends of Museum of Discovery and Science Auxiliary Group member. Erin has her BA in Sociology and Social Work from the University of New Hampshire. She is a volunteer with Big Brothers Big Sisters of Broward County.

Amanda KahCharitable Funds Manager

has most recently worked at Donors Forum of South Florida for seven years, as its Communications and Member Services Manager. She obtained a B.A. of International Relations from Claremont McKenna College and a M.A. of International Affairs from The George Washington University. Amanda is also mother to her young daughter, Giovanna.

Bill LinehanController

worked as a CPA for KPMG LLP, a CFO for a publicly-traded company, and a self-employed consultant. Bill graduated magna cum laude from Bentley University and is a member of the American Institute of CPA’s. Bill serves on the Finance Committee of The Pride Center and is an accomplished vocal performer.

Aleksandar MilojicaMarketing Manager

has than 15 years of experience in marketing, including brand development, graphic design, email marketing, advertising, social media and public relations. He graduated from the University of Fribourg, Switzerland, with a BA degree in Communications and holds a French Baccalaureate in Philosophy. Aleksandar is a 2012 APEX Award winner for Excellence in Public Service Communications.

Jim DeChantProgram Manager

received his MBA from FAU and brings more than 30 years of diverse consulting experience in the natural resources, biotechnology and human capital industries. In addition to his work in corporate settings, he has recently served on the Boards of Directors for organizations dedicated to improving our community and helping people in need.

The staff of the Community Foundation of Broward brings together a diverse set of skills and

experience to provide leadership on community solutions, and foster philanthropy that connects people who care

with causes that matter … For good. For ever.

Your Team


Back Row L - R: Aleksandar Milojica, Sheri Brown, Amanda Kah, Nancy Walton, Bill Linehan, Jim DeChantFront Row L - R: Michael Vizzi, Nancy Reierson, Linda Carter, Erin Sutherland, Thor Barraclough

cfbroward.org 48

The Foundation distributed more than $5.2 million in grants in 2013. This milestone is due to consistent controls

which ensure proper stewardship of charitable dollars. It is one of our most serious responsibilities. Our Investment

Committee is comprised of industry experts, who ensure adherence to our Investment Policy. They constantly monitor the

independent investment managers and come together to compare performance to established benchmarks.

It is in part because of these controls that trust placed in the Foundation continues to grow. It is this confidence

which ensures we can make a difference in our community … For good. For ever.

Financials

Total Grants and Programs in Millions

Investment Returnsas of June 30, 2013

Community Foundation of Broward 11.1% 9.2% 2.8% 6.6% 6.2%

Policy Index 10.5% 9.6% 3.2% 7.2% 7.5%

1 Year 3 Years 5 Years 10 YearsInceptionMay - 95

Total Assetsin Millions

0

1

2

3

4

5

6

2003 2005 2007 2009 2011 20130

50

100

150

25

75

125

175

2003 2005 2007 2009 2011 2013

$40.3

$60.7

$81.7$74.6

$100

$153.8

$1.9

$2.8

$4.7 $4.5$4.8

$5.8


assets Cash $ 506,055 Investments at market 150,123,796 Property held for sale 500,000 Pledges and bequests receivable 1,265,333 Assets under split-interest agreements 719,201 Prepaids and other assets 696,679

Total assets $ 153,811,064

Liabilities and net assets Grants payable $ 1,655,775 Liabilities under split-interest agreements 418,004 Agency Funds 15,603,269 Accounts payable and other liabilities 190,916 Total liabilities 17,867,964

net assets 135,943,100

Total Liabilities and net assets $153,811,064

8%

TIPS

Hedge Funds

Total Core Fixed Income

Cash

Inflation Reduction Assets

6%

1%

56%

2%

Large Cap Equities 21%

International Equities

Private Equities

Growth Assets

Mid & Small Cap Equities 11%

Total Domestic Equities 32%

Non US Developed Equities 15%Non US Emerging Market Equities 7%

14% Core Fixed Income 5% Non US Fixed Income

36%Risk Reduction Assets

1%

Real Estate

Natural Resources

19%

4%

13%

5%

2%

22%

Condensed Statement of Financial Positionas of June 30, 2013

Condensed Statement of Activities and Changes in Net Assets12 Months Ended June 30, 2013

Support and revenue Contributions $ 48,664,245 Net investment Income 10,786,615 Other revenue 138,511 Total Support and revenue 59,589,371 expenses Grants and programs 5,843,045 Administrative 581,799 Donor development 454,635 Total expenses 6,879,479 change in net assets 52,709,892 Net Assets Beginning of year - July 1, 2012 83,233,208

end of year - June 30, 2013 $ 135,943,100

Asset Allocation

The Investment Consultant monitors each investment manager firm’s performance relative to their benchmark and peer universe. If returns are outside acceptable levels or structural change such as manager turnover or style drift occurs, a comprehensive review is triggered. Without confidence in a stronger future performance, the Investment Consultant suggests a replacement investment manager to the Investment Committee.

The Foundation Staff reconciles statements from each financial/investment firm monthly. We monitor all trades, fees, real/unrealized gains and dividends and compare these against stated returns by the Investment Consultant and then prepare monthly financial reports to the Board.

The Audit Committee reviews the Foundation’s financial reporting processes and systems of internal controls regarding finance, accounting and legal compliance. Again this year, the auditors reported that the Foundation has outstanding internal controls and financial practices.

The Board of Directors is a fiduciary and approves and monitors the operational and grant budgets of the Foundation through monthly financial reports. The Board has complete oversight of the management of investments and the appointments of all committee members.

As the size and scope of the Foundation has grown over the past years, so has the sophistication of our financial systems and internal controls. Clear responsibilities, independent decision making and separation of duties are some of the key elements.

A complete set of financial statements with accompanying footnotes and unqualified auditor’s report issued by Keefe, McCullough & Co., LLP, as well as IRS Form 990 are available for review at the Community Foundation of Broward offices and on our website at cfbroward.org.

Internal Control and Financial Systems

When To BeginWhile anytime is a good time, consider the value of a Fund when:

• A financial event occurs and you are about to receive new assets

• It is tax-wise to make a gift before year-end

• You update your will or trust

• You are thinking about creating a private foundation

Share your thoughts on what you would like your philanthropy to

accomplish so we can craft the right Fund for you.

Select a name for your Fund. Most Funds are named for

the donor, the donor’s family, or to honor someone special. If you prefer

anonymity, we can help you select an appropriate name for your Fund.

Choose the assets you would like to use to create your Fund.

Cash, publicly traded securities, closely held stock, interests in limited

partnerships, real estate or tangible personal property are often used.

Start a Fund in 3 Simple Steps

To learn more about the Foundation and how to start a Fund, please scan here.

Name and Create

Seed YourFund

Make Grants

Make grants from your Fund. We will help you

make a difference on issues and causes that most

matter to you.

Make a gift to seed your Fund. We accept a wide

variety of assets and invest them in a prudently managed investment pool. You can also direct a gift from your will or trust to create or add to a Fund.

our team works with you to create

a Fund that reflects your unique wishes.

We were the first community foundation in Florida and remain among an elite group of community foundations nationwide to be confirmed in compliance with the National Standards for U.S. Community Foundations.

t 954.761.9503 | f 954.761.7102910 East Las Olas Boulevard, Suite 200

Fort Lauderdale | Florida 33301 | cfbroward.org

For Good. For Ever.

the difference is you

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