The Community Foundation Annual Report 2019/2020
Building a thriving, resilient and even stronger Rappahannock River region.
The Community Foundation Board of Governors
2019 - 2020 Board Members
Past Board Members as of June 30, 2020
Stuart A. Ashton, Jr. President
Craig Andrew Max, JD, CPA† Mona D. Albertine Benjamin R. Maxwell Stephanie A. Armstrong, Esq. W. Richmond McDaniel Stephen P. Batsche Wayne McHargue G. William Beale Catherine W. McKann† Joanne G. Beck, PhD John D. Mitchell Gerald A. Bellotti, MD Alice L. Moore E. Thomas Blalock II Richelle D. Moore, Esq. Jeffrey H. Boutwell, PhD Gregory R. Mueller Ronald W. Branscome Erik J. Muller Thomas L. Bricken, Esq.† J. David Mullins Raul Chavez-Negrete, PhD John C. Neal Ana Garcia Chichester, PhD Beverley C. Newlin Anita W. Churchill Sean R. O’Connell, CPA George W. Coghill, Jr. Michael A. O’Malley John H. Coker, Jr., DMD Mary Jane P. O’Neill Gilbert I. Coleman, PhD† M. Saundra Pearson Richard E. Conway Betty J. Poole† Leah K. Cox, PhD Richard L. Potter† James C. Dannals Christine F. Repp Lawrence A. Davies Xavier R. Richardson Bruce L. Davis Donald J. Rooney Rosier D. Dedwylder II, MD Anne W. Rowe*† Norris E. Dickard Paul A. Simpson, Esq. Harry D. Dickinson, PhD, CPA* George P. Snead, Esq. Dori G. Eglevsky Douglas G. Stewart* Janet C. Erkert David W. Storke Marilyn R. Farrington Neil S. Sullivan John F. Fick III Janet T. Taczak Allen H. Fisher, Jr.* Barbara C. Terry† Heather B. Foley, CPA R. Leigh Frackelton, Jr., Esq., CPA* Jon Van Zandt Katherine Q. Wafle Robert P. Fuscaldo Jon D. Wallace Christopher M. Hallberg* Keith L. Wampler, CPA* Lucy G. Harman Kenneth T. Whitescarver, Esq.† Homer L. Hite Susan S. Williams, Esq. Cynthia C. Hoffman, Esq. Barbara P. Willis William J. Howell, Esq.* Georgia M. Willis Fauber Kelly G. Johnson Alma F. Withers William R. Johnson Linda D. Worrell* V. Veronica Kelly, PhD Dale L. Wright, PhD† Michael T. Kennison, CPA William B. Young* Beverley G. King William B. Young William J. Kinnamon, Jr., Esq.† Larry E. Lenow * Founding Board Member Charles T. Lewis† † Deceased Bernard W. Mahon, Jr. Past President Ravi N. Mathur
Michele R. Mansouri President-Elect Margaret F. Hardy, Esq. Secretary Daniel I. Hansen Treasurer Linda L. Blakemore Aaron L. Dobynes, Sr., PhD Christian B. Franklin, Esq. Maria S. Franklin Janet A. Gullickson, PhD Stephanie S. Hanchey Stacy O. Horne Carolyn J. Irwin, CPA La Bravia J. Jenkins, Esq. Amy E. McCullough, Esq. John F. McManus, Esq. Sharon E. Schmidt James A. Scully Nicky Seay Samer E. Shalaby Raymond L. Slaughter, Esq., CPA Kirstin A. Snead, Esq. Catherine M. Wack Benjamin N. Wafle W. Andrew Withers
All photos courtesy of Tina Jackson
Building an Enduring Foundation
The events of this past year brought your Community Foundation to a new level of service to our region. Fortunately, the nature of a community foundation is to prepare for the future well in advance. However, we are only just underway in the turbulent sea of the pandemic and we have newly committed ourselves to putting principles of diversity, equity and inclusion into action with a top-to-bottom examination of the entire system of core values and procedures under which we serve the community. Sounds challenging? Yes! But we believe it’s the challenge that makes us thrive. We invite everyone to join us! After a very successful 2019, we rode into 2020 excited about the direction of The Community Foundation. But life changed early in the year. We faced the rapid onset of COVID-19 and its impact on our region. Established in October 2019, the foundation’s Community Relief Fund was activated for the first time in March 2020. By June 30, our community donated $556,614 and the foundation awarded $448,375 in immediate relief grants to the hardest hit area nonprofits and the people they serve. Simultaneously, injustices against many people of diverse color, culture, religion and sexual identity inspired The Community Foundation to look for meaningful ways to engage these issues. The foundation intends to become a platform for dialogue to identify issues, analyze their impact and provide resources to address their resolution. A story we are very proud to tell: starting with people of color, we are establishing a regional advisory council to guide us in the coming years and help ensure the foundation’s mission reaches everyone in our region. And yet, our 2020 fiscal year was exceptionally productive. The foundation distributed $2,351,225 in charitable grants and scholarships. Behind these grants are $24,140,349 in charitable funds established by generous community leaders. These funds yield quite well in a very often volatile market, thanks to the prudent stewardship of our Investment Committee. This year we were honored to accept leadership funds like The Spotsylvania County Community Investment Fund established by solar energy provider sPower and the Norair Family Fund. Our Youth in Philanthropy leadership program prepares energetic, diverse and insightful high schoolers to resolve complex issues and manage challenging projects. I was
overwhelmed again this year with the compelling, and often heart wrenching, cases for grant support they presented to the foundation’s board. Our Scholarship program also amplifies the generosity of regional donors who believe in and support young people in our community. This year we awarded $150,238 in scholarships. I was particularly proud when the new Ira and Gladys West Scholarship Fund was established to promote STEM careers. The Wests, our own regional “hidden figures,” are exceptional engineers and mathematicians whose perseverance and faith exemplify ideals the foundation hopes to instill in all young students. Unfortunately, the issues our community faced this year will endure. We will require a new generation ready and willing to step up and take over the resolve and I believe your Community Foundation has in this year, previous years and the years now to come laid the ground work for this to happen. I remain deeply honored to be part of it and urge all to join us!
Stuart Ashton President 2019-2020
Teri McNally Executive Director
© 2020 The Community Foundation
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Lift Every Voice.
The strongest communities involve and celebrate a variety of perspectives, a range of talents and a spectrum of ideas. The Community Foundation recognizes that the viewpoints and voices of people of color are not always adequately represented in our region. The Community Foundation is a devoted advocate for the vitality and well-being of everyone in the Rappahannock River region. Our goal is full and equal access to opportunities, power and resources for everyone – especially communities of color, as well as under-resourced communities. This year, The Community Foundation’s board issued a unanimous statement about our willingness to advocate for racial equity. The foundation formed a Diversity, Equity and Inclusion committee and established a new fund designated for this purpose.
communities of color. They will lead discussions and identify solutions to help nonprofits effectively serve Black communities and other people of color. The advisory council is a vital new asset of the foundation and our community as a whole. The board is eager to learn from these area leaders as they amplify stories from our community, especially any stories silenced in the past. The Community Foundation does not have all of the answers. We do have the responsibility to step in and listen to, listen for and listen with our community’s rich chorus of voices. Anyone who feels passionate about equity, diversity and inclusion in our region is welcome to support this work and this fund. Visit cfrrr.org.
Now the foundation is assembling an advisory council that represents and understands the needs and the assets of
Angela Freeman, Advisory Council Member Fredericksburg Economic Development & Tourism, Diversity, Equity and Economic Advancement Officer
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Andre Pineda, JD, Advisory Council Member Cary Street Partners, Financial Advisor and Director
Foundation Statement for Racial Justice
Tiffany Ray, PhD, Advisory Council Member Germanna Community College, Vice President of Student Services
Xavier Richardson, Advisory Council Member Mary Washington Healthcare, Senior Vice President and Chief Corporate Development Officer
The Community Foundation of the Rappahannock River Region has been supporting our nonprofit community for over 20 years. We recognize that this period in American history is an opportunity for us to listen and learn about the deeper questions of race, justice and equity in our community.
We will: • Audit our internal operations - our initiatives, our grant making policies, procedures and practices, and our fund development - to ensure a diverse and equitable organization; • Identify and work to dismantle unconscious bias and rethink ingrained practices, which can lead to discrimina tion against People of Color; • Leverage current board diversity and build a represen tative, equitable and racially inclusive board and staff, and ensure these core values are reflected within all founda tion programs and initiatives; • Create a designated fund to combat systemic racism and ensure a safe community for People of Color; • Convene community members to promote racially diverse leadership within the nonprofit community and across the region we serve; • Become a resource for best racial equity practices, particularly with regard to nonprofit programming and grantmaking.
We stand in solidarity with our grantees and partners who experience and respond to racism and injustice every day. We stand with Black, Indigenous and People of Color. No one should be subjected to discrimination or have to live in fear for themselves or their children. By advancing philanthropy, The Community Foundation advocates for the vitality and well-being of the Rappahannock River region. We know that solutions come from within communities. The perspectives of affected people should be the primary source for what practices are best, what needs are greatest and what solutions are most promising. We will work alongside our neighbors to enact sustainable change to advance racial equity. We will mobilize people, ideas, and investments so that all individuals – no matter their place, race, or identity – have the opportunity to reach their full potential.
Skin color should not dictate life outcomes, opportunities for success, or the ability to thrive – or even survive. We must work together in solidarity to address the entrenched institutional practices that have led us to this moment, to this movement. 3
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The Community Relief Fund: COVID-19 Pandemic Immediate Response For a thriving, resilient and even stronger Rappahannock River region. The Community Foundation established the Community Relief Fund in October 2019 not knowing what might happen in the future, but certain we wanted to be prepared to help when needed. In March 2020, when the significant impact of the coronavirus pandemic on our region became clear, the foundation mobilized to activate the Community Relief Fund. Our staff and board members worked tirelessly to secure funding, assess community needs and distribute rapid response grants to area nonprofits. The Community Foundation seeded the fund with $50,000 from our board-directed, unrestricted Community Fund. By June 30, 2020, our generous community had donated another $516,614 to the Community Relief Fund to support area nonprofits as they increased and adapted their programs to meet new needs. • $448,375 COVID-19 Immediate Relief Grants • 69 total grants awarded • 12 rounds of rapid-response Immediate Relief grants •awarded April - June • $1.3 million funding requested • 130 applications received • $10,000 average request Our local nonprofits are demonstrating incredible resilience, ingenuity and tenacity and it is an honor to play a part in implementing local solutions.
Pictured: a fresh food delivery visit near Hazel Hill Apartments in Fredericksburg. The Table at St. George’s organizes weekly grocery distribution in coordination with local farmers, area restaurants and other nonprofit organizations. Donors to the Community Relief Fund were particularly concerned that people in our region are at risk of going hungry because of the sudden and dramatic economic shifts caused by the pandemic. In fact, 36 percent of the immediate relief grants were awarded to food pantries and feeding ministries. Local nonprofits working in the arena of food insecurity are highly collaborative, combining their resources to distribute fresh food from numerous new and existing sites in the region.
• 76% of area nonprofits were unable to provide all or some of their services or programs. • 25% of grants support new or enhanced online services. • 40% of grants address hunger and food insecurity. • The Community Foundation understands that the health and economic effects of the pandemic are far-reaching; that recovery is a marathon, not a sprint. The Community Relief Fund’s next steps include consulting with our nonprofit partners about how community needs are continuing to evolve and identifying the most efficient and effective methods for continued support in our second phase of recovery funding. Please continue to include the Community Relief Fund and essential regional nonprofits in your pandemic response giving.
Visit the foundation’s website to learn about our assessment of regional nonprofit needs in the face of the pandemic, meet Community Relief Fund grantees and donors and much more.
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$2.36 Million
$24 Million
Core Values
Grants and scholarships awarded in 2019-2020
in charitable assets
Stewardship, Inspiration, Collaboration, Vision, Accountability
Awarded Assets Values 65% Tax Credit $120,942 awarded to low-income children K-12. 65% tax credit is a win/win for donors
65%
$125,114 Housing
New scholarship fund supports STEM students
Housing grants to support critical housing challenges for vulnerable community members
STEM
Diversity, Equity and Inclusion
$209,350 Hunger and Food Security
Ensuring full and equal access to opportunities, power and resources for everyone
Grants that address community-wide hunger needs
171 Charitable funds established by generous people
171
Security
$186,365
Mission
Designated grants to benefit regional women and girls since 2010
We are devoted advocates for the vitality and well-being of the Rappahannock River region
Women
Ira & Gladys West
Youth in Philanthropy The “YIP” program empowers local students to take action on issues important to them
YIP
$184,538 Youth-led grants awarded over YIP’s 15-year giving history
Youth
Grants to nurture the health and wellness of all members of our community
$13.1 Million
$150,238
Granted to regional nonproďŹ ts since inception
Scholarships distributed to area high school graduates
Granted
$46,371 Animals
School $448,375 Immediate COVID-19 relief grants through the Community Relief Fund
Grants to provide care, shelter and medical services to animals and their families in need
COVID 24 Board Members Community leaders donating their expertise and time in support of our mission
Join our Legacy Society
$438,784 Youth and Education
How do you want to be remembered? Your planned gift can help ensure a bright future for our region
Grants and scholarships to invest in the futures of area youth, students and teachers
Futures
Convening leaders and connecting community-based organizations to strengthen our region
Grants to protect and preserve our treasured cultural, environmental and historic assets of the Rappahannock River region
1,000 Women Join the women creating a $1M endowment for area women and girls
one on e thousand women 1
Leaders
Efficient. Effective. Essential.
$153,551 Arts, Environment, Preservation
n
$434,921 Health/Mental Health
Our Region Serving Caroline, Fredericksburg, King George, Spotsylvania and Stafford
Region
Foundation Grants Make an Impact
Thanks to our generous donors and the power of endowment, The Community Foundation becomes a more valuable asset for our region each year. With 171 individual named funds and $24 million in charitable assets all purposed for the good of our community, The Community Foundation is ready and able to serve, no matter the call. In 2020, The Community Foundation distributed $2.36 million in grants and scholarships that are shaping a range of essential issues and causes. From our longeststanding donor advised and scholarship funds to the newly established Community Relief Fund and fund for racial equity, generous people in our community are making an immediate and far-reaching impact. The largest portion of grants awarded this year went to education and scholarships. The foundation has long believed that giving to support education is one of the very best investments we can make in our region. Scholarships for high school graduates were more poignant this year than ever before. Altogether, the foundation issued scholarship awards of $150,238, providing a beacon for many during the profound disruptions of the pandemic. You can join our community of fund donors and establish your own named charitable fund. The Community Foundation offers diverse and powerful ways to give – donor advised funds, planned gifts through a trust or will, and giving circles like the Women and Girls Fund and Youth in Philanthropy. We also lead initiatives like pandemic response through the Community Relief Fund and 65% tax credits for donors to low-income K-12 students in independent schools. We welcome everyone in our community to join us.
The Patawomeck Indian Tribe of Virginia is a 501c3 nonprofit and a State Recognized Tribe whose ancestors trace back to the early 1300’s in Stafford and King George counties. In 2020, the Duff McDuff Green, Jr. Fund celebrated its 10th year of grantmaking. One of the fund’s very first grants supported work by the Patawomeck Tribe to document and teach the unique Algonquin language to both academic experts and area schoolchildren. The tribe currently visits 10,000-12,000 regional students each year to share their history and culture. Ten years later, a grant of $10,623 is breaking ground on a new cultural center by providing an essential first step – installing an accessible bathroom facility. The new cultural center will provide opportunities for regional students and many others to more deeply explore the Patawomeck way of life by hosting visitors at the historic site.
If you have questions, please call our staff at any time for personalized support. Since we are recognized by the Internal Revenue Service as a public charity, you are provided with the maximum tax benefits allowed by law. We are available to explain opportunities and to clarify options. We are also happy to talk to your professional advisor if you would like. Our staff has a long-standing reputation for excellent financial management of funds that benefit from a closely monitored investment strategy. Together, we can make a powerful charitable impact in the community we love. Learn more at cfrrr.org, or start a conversation at info@cfrrr.org or 540 373-9292. 8
Photo courtesy of Tina Jackson
Women in the Giving Spirit
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The Norair Family Fund
Donor Advised Funds are a powerful and very personal approach to giving. The Community Foundation is here to make personal philanthropy flexible, easy and effective. Joining our community of donors is one of the best ways for you to achieve your charitable goals. The Community Foundation offers the simplicity and tax advantages of a public charity, combined with the personal recognition, involvement and flexibility of a private foundation. When you establish a fund, you access the highest level of strategic thinking on ways to meet community challenges. We make your contributions as effective as possible. And because we plan to be here, serving this community in perpetuity, you can be assured of a permanent source of support for the issues you care about. Giving with a donor advised fund lets generous people support charities while maximizing their charitable contributions and tax benefits. As a 501 c 3 nonprofit organization, The Community Foundation can offer very low annual fees. Contributions are eligible for an immediate income tax deduction. Giving stock and other non-cash assets may minimize capital gains taxes. The money you set aside for charity can grow taxfree. They can be an excellent option for donors who want to bundle multi-year giving in a single donation.
Steve and Missy Norair have supported Community Foundation initiatives and many other regional charitable causes for years. In December 2019, the couple established their own named charitable fund, the Norair Family Fund of The Community Foundation. Donor Advised Funds provide a simple, powerful and very personal approach to giving. These popular funds are an effective and efficient way to give that allow generous people to make varied giving choices over time as their goals continue to evolve. This year, the Norairs are answering the call for education. Long-time supporters of Fredericksburg Academy, the first grants from their fund provide essential support to the school.
When you establish a Donor Advised Fund, you may recommend charities you’d like to support at any time during the year, or you may request support from foundation staff to identify the best ways to make a difference in the causes you care about most. Learn more or start your own fund at cfrrr.org, or contact us at info@cfrrr.org or 540 373-9292.
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Youth in Philanthropy A Call for Help is an Opportunity for Partnership
1,000 Women Answer the Call for Safety and Justice
“In YIP, I was challenged to see need in the community as opportunity. I learned that community change is rooted in partnership. Philanthropy isn’t about the donor enacting only their vision, but seeing where their passion and the world’s need come together. This continues to be a foundation of my work as a priest: it’s all about meeting people where they are.”
Each year, the Women and Girls Fund distributes grants that invest in the health and well-being of women and girls in our region. This year they selected Legal Aid Works to receive $10,000 for the Domestic Violence Divorce Project, which coordinates pro bono family law attorneys for victims of domestic violence. They directed a second grant of $5,092 to Empowerhouse for Healthy Relationships Classroom Presentations to help end violence against girls and teens.
Youth in Philanthropy celebrated its 15th anniversary this year. Area high school students in The Community Foundation’s leadership and charitable giving program have directed a cumulative total of $184,538 in grants with realworld impact.
Will Dickinson, Curate, St. George’s Episcopal Church, YIP 2010-2012 Alumnus
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Become one of the 1,000 women donating $1,000 to create a $1 million endowment for regional women and girls. Join the Women and Girls Fund by visiting the foundation’s website at cfrrr.org.
Women and Girls Fund Board Member Alice Parvin pins a name badge on fund member Patti Wallace
Fiscal Year 2020 Financial Summary
Revenues, Gains and Losses Contributions and Agency Receipts: to Funds With Donor Restrictions Unrestricted Special Events Revenue Administrative Fees Interest and Dividends Realized Gains (Losses) Unrealized Gains (Losses)
Fiscal Year 2019 Cash Paid for Grants, Scholarships and Distributions
$2,261,614 6,824 63,200 209,418 8,653 613,461 337,132 (756,609)
Total Revenues and Support
$2,743,693
Expenses Grants and Program Support Management and General Fundraising and Special Events
$2,374,191 173,396 111,667
Total Expenses
$2,659,253
Funds by Type Agency Funds Donor Advised Funds Designated Funds Field of Interest Funds Scholarship Funds Unrestricted Fund Scholarships Tax Credits Fund
$24,140,349 $901,899 $12,252,188 $4,389,025 $1,620,815 $3,279,752 $1,680,294 $16,377
Arts, Culture and Humanities Animals Civil Rights Community Development Disaster Relief Disease/Disorder Education/Scholarships Employment Environment Hunger and Food Security Health and Human Services Housing/Shelter Medical Research Mental Health Public & Societal Preservation Religious Sports / Leisure Youth Community Philanthropy
$2,351,225 $51,590 $46,371 $5,000 $6,750 $71,089 $3,500 $719,076 $30,832 $25,903 $209,350 $371,543 $125,114 $5,000 $54,878 $10,000 $76,058 $205,026 $76,796 $35,888 $221,461
Answering the Call Ring in the Holidays 2020 Donors Lead Donors
sPower Mary Jane O’Neill Access Eye Arash and Michele Mansouri Cooper Financial Group of Raymond James - Douglas Cooper and Joshua Cooper John C. Cowan and Anne K. Nuckols The Gemini 3 Group Nicky Seay Charitable Fund
Platinum Donors Atlantic Union Bank Community Bank of the Chesapeake Edward Jones Investments Ben Maxwell Germanna Community College Joel and Jennifer Griffin Hirschler Andrew and Stacy Horne Kaeser Compressors Tricia and Charles McDaniel Brooke Miller Real Estate LLC PBMares LLP Quarles Petroleum Sands Anderson Wack General Contractor Wagner Wealth Management of Davenport & Company LLC Gold Donors Lucy and Wayne Harman Douglas and Betsy Quarles The Schmidt Family Stafford Printing Synergy Periodontics and Implants Dr. Lillie Pitman & Dr. Thanos Dounis Jodie and Chris Vaughn Silver Donors Applied Technology, Inc. The Beals Family Jon and Meredith Beckett Rob Billingsley, Wealth Management Advisor, Northwestern Mutual Bishop, Farmer & Co. LLP C&F Bank The Cohen Family Fredericksburg Orthopaedic Associates - Dr. Kostas Constantine Kate and Matt DuMont The DuPuy Family Fredericksburg Smile Center Gail and Joe Greene Cindy and Tim Hughes The Keddie Group of Davenport & Company LLC Eleanor and Marque Ledoux The Law Office of Amy E. McCullough, PLC New Street Home Solutions LLC
We asked for your help to meet serious needs in our community in the year ahead.
Orthopedic and Sports Physical Therapy Associates, Inc. Parrish Snead Franklin Simpson, PLC Plastic Surgery Services of Fredericksburg Rappahannock Orthodontics Megan and Joe Shepherd Stafford Oral Surgery & Specialists Van Zandt Restorations Virginia Partners Bank Ben and Kitty Wafle Waterloo Farm Kelsey T. Williams Thanks also to these generous donors! Martha and Rob Burke Hallberg and O’Malley Financial Group Total Wine & More Answering the Call Donors as of 12/6/20.
You answered the call. Thank you for your leadership and your generosity. Thanks to you, we can harness the power of philanthropy to meet challenges and make a difference for our community.
Community Foundation of the Rappahannock River Region P.O. Box 208 Fredericksburg, Virginia 22404 540.373.9292 www.cfrrr.org info@cfrrr.org
Proofs to: Lisa Biever at lisa.biever@cfrrr.org Nick Seay at mys@bevseay.com 65 lb. uncoated cover Bright white recycled if possible 12 plus cover 4 over 4 with bleeds Saddle stitch