Ring in the Holidays 2019 Sponsors
Community Foundation of the Rappahannock River Region P.O. Box 208 Fredericksburg, Virginia 22404 540.373.9292 www.cfrrr.org info@cfrrr.org
Theme Sponsor sPower
Gwyneth’s Gift Foundation Plastic Surgery Services of Fredericksburg Heritage Wealth Advisors Hope Springs Marina Cindy and Tim Hughes The Keddie Group of Davenport & Company LLC Eleanor and Marque Ledoux Patti and Bill Lynch Mason Investment Advisory Services, Inc. The Law Office of Amy E. McCullough, PLC Tricia and Charles McDaniel Medias Painting LLC Brooke Miller Real Estate LLC New Street Home Solutions LLC Orthopedic and Sports Physical Therapy Associates | McManus & Associates, Internal Medicine, PC Parrish Snead Franklin Simpson PLC Peoples Community Bank Quarles Petroleum Rappahannock Orthodontics Telly and Marc Salafia | Stone Center The Schmidt Family Jamie Scully and Jess Kujala Janny and Shane Sims Spotsylvania Regional Medical Center Stafford Oral Surgery & Specialists Synergy Periodontics & Implants, Lillie Pitman, DMD and Thanos Dounis, DDS, MS Tulip Salon & Spa | Aveda Van Zandt Restorations Jodie and Christopher Vaughn Virginia Partners Bank Vista Eye Specialists - Binoy R. Jani, MD Kitty and Ben Wafle Waterloo Farm Kelsey T. Williams
Tent Sponsor Mary Jane O’Neill Band Sponsor The Nicky Seay Charitable Fund Bar Sponsor Access Eye Arash and Michele Mansouri Food Sponsor The Gemini 3 Group, Inc. Food Sponsor SIEHT, a Falkenberg Eye and Laser Center Tasting Room Sponsor Cooper Financial Group Douglas Cooper & Joshua Cooper
Platinum Sponsors Atlantic Union Bank Community Bank of the Chesapeake Edward Jones Investments Ben Maxwell Germanna Community College Hirschler Stacy and Andrew Horne The Janney Family Kaeser Compressors PBMares, LLP Sands Anderson, PC Dr. Bhavin and Mrs. Sandra Suthar Wack General Contractor Wagner Wealth Management of Davenport & Company Wells Fargo Gold Sponsors BB&T Dynovis Lucy and Wayne Harman JON Properties Missy and Stephen Norair The Sprinkle Family Stafford Printing Suzy Stone Surgi-Center of Central Virginia Silver Sponsors Affordable Suites of America Fredericksburg, Quantico Allergy Partners of Fredericksburg Applied Technology, Inc. Atlantic Builders The Beals Family Meredith and Jon Beckett Jessica and Chuck Beringer Rob Billingsley, Wealth Management Advisor, Northwestern Mutual Bishop, Farmer & Co., LLP The Cohen Family Mary Washington Orthopedics Dr. Kostas Constantine John C. Cowan Sandy and Bruce Davis Cathy and Ron Davis Jenny and Dudley DuPuy Featherstone LLC First Citizens Bank Gail and Joe Greene
In Kind Sponsors 1781 Brewing Company Field at Snowden Farm Fredericksburg Rental In the Red Catering Parties by Dori Rappahannock Restoration Michael Roberson Total Wine & More
The Community Foundation Annual Report 2018/2019
The Power of Generosity.
The Community Foundation Board of Governors
Accumulating Intellectual Capital Dee Ann Remo
2018 - 2019 Board Members
Past Board Members as of June 30, 2019
Benjamin N. Wafle President
Mona D. Albertine Stephanie A. Armstrong, Esq. Stephen P. Batsche G. William Beale Joanne G. Beck, PhD Gerald A. Bellotti, MD E. Thomas Blalock II Jeffrey H. Boutwell, PhD Ronald W. Branscome Thomas L. Bricken, Esq.† Raul Chavez-Negrete, PhD Ana Garcia Chichester, PhD Anita W. Churchill George W. Coghill, Jr. John H. Coker, Jr., DMD Gilbert I. Coleman, PhD† Richard E. Conway Leah K. Cox, PhD James C. Dannals Lawrence A. Davies Bruce L. Davis Rosier D. Dedwylder II, MD Norris E. Dickard Dori G. Eglevsky Janet C. Erkert Marilyn R. Farrington John F. Fick III Allen H. Fisher Jr.* Heather B. Foley, CPA Robert P. Fuscaldo Christopher M. Hallberg* Lucy G. Harman Homer L. Hite Cynthia C. Hoffman, Esq. William J. Howell, Esq.* Kelly G. Johnson William R. Johnson V. Veronica Kelly, PhD Beverley G. King William J. Kinnamon, Jr., Esq.† Larry E. Lenow Charles T. Lewis† Bernard W. Mahon, Jr. Ravi N. Mathur Craig Andrew Max, JD, CPA† W. Richmond McDaniel Wayne McHargue
Michele R. Mansouri President Elect 2020 Stuart A. Ashton, Jr. Secretary Maria S. Franklin Treasurer Linda L. Blakemore Harry D. Dickinson, PhD, CPA* Aaron L. Dobynes, Sr., PhD R. Leigh Frackelton, Jr., Esq., CPA* Christian B. Franklin, Esq. Daniel I. Hansen Margaret F. Hardy, Esq. Stacy O. Horne Michael T. Kennison, CPA Benjamin R. Maxwell Amy E. McCullough, Esq. John F. McManus, Esq. Gregory R. Mueller Mary Jane P. O’Neill James A. Scully Nicky Seay Samer E. Shalaby Raymond L. Slaughter, Esq., CPA Kirstin A. Snead, Esq. Catherine M. Wack
Cover photo by Aaron Spicer
Catherine W. McKann† John D. Mitchell Alice L. Moore Richelle D. Moore, Esq. Erik J. Muller J. David Mullins John C. Neal Beverley C. Newlin Sean R. O’Connell, CPA Michael A. O’Malley M. Saundra Pearson Betty J. Poole† Richard L. Potter† Christine F. Repp Xavier R. Richardson Donald J. Rooney Anne W. Rowe*† Paul A. Simpson, Esq. George P. Snead, Esq. Douglas G. Stewart* David W. Storke Neil S. Sullivan Janet T. Taczak Barbara C. Terry† Jon Van Zandt Katherine Q. Wafle Jon D. Wallace Keith L. Wampler, CPA* Kenneth T. Whitescarver, Esq.† Susan S. Williams, Esq. Barbara P. Willis Georgia M. Willis Fauber Alma F. Withers Linda D. Worrell* Dale L. Wright, PhD† William B. Young* William B. Young
“We are fortunate at Heritage to work with many families that view philanthropy as a core value. When we combine their charitable intent with income tax, cash flow or estate tax planning, it is amazing how many different goals generous people can achieve with one gift. When our clients want to educate their children about finance – an important foundation for sustaining wealth across generations – charitable giving is one of the easiest ways to begin a conversation about what it means to be wealthy. We enjoy seeing families utilize their donor
advised fund or charitable trust as a means to begin accumulating family intellectual capital. The Community Foundation is a natural fit for our clients. The foundation gives our clients a platform to start building a charitable plan, or to add to their current plan. Best of all, The Community Foundation and its staff are familiar with nonprofits a family may want to support and can help educate donors, or make recommendations for the most effective ways to address the community issues that mean the most to them.” Dee Ann Remo, CEO Heritage Wealth Advisors
* Founding Board Member † Deceased Past President
Photo courtesy of Heritage Wealth Advisors
Investing in Education Scholarship Funds
Hard Work and Community Spirit
Building an Enduring Foundation
Generous people and businesses entrust scholarship funds to The Community Foundation. The foundation invests their gifts with a goal to ensure long-term appreciation while meeting charitable needs over time. This way, renewed financial support is available to deserving students in our region year after year.
Thanks to her hard work and community spirit, Ava Purcell won four separate scholarships from donors who give through The Community Foundation. The Chancellor High School graduate attributes her commitment to service to her mother – a middle school behavioral education specialist and active community volunteer.
The Community Foundation uses the power of philanthropy to invest in our community now and in perpetuity. The generous people who give through the foundation are committed to our region and willing to invest in its vitality for generations to come.
Today, the foundation manages 42 different scholarship funds on behalf of generous individuals and families that want to strengthen the greater Fredericksburg community.
Following in her mother’s footsteps, Ava has been a school and community leader – serving as a National Honor Society Secretary, Key Club President, STEPVA special needs camp volunteer and a Mental Health America of Fredericksburg’s Teen Council member. For her senior year independent study class, she created a volunteer project called Reading Corner Crusade where she advocated to help young children learn to read and raised funds to place fully furnished reading corners in classrooms at Parkside Elementary.
The Community Foundation awarded $149,174 in scholarships to 54 area students in June 2019! Below: Ava Purcell and her mother are pictured with scholarship fund donor Doris Pinkard and her granddaughter.
Now in her first year at University of Virginia, Ava’s intended major is Youth and Social Innovations at the Curry School of Education. She hopes to become a public relations director for a humanitarian organization.
Together we are building an enduring foundation: • An organization that is increasingly able to address community needs. • A collection of charitable assets, invested wisely to benefit our community in the future. • A community of prepared leaders who are dedicated to the greater good. For the 2019 fiscal year, The Community Foundation continued to grow charitable assets with great results. We offered individuals, families and businesses resources for effective charitable giving that are tailored to each donors’ passions and goals. The result was clear. We are excited to report gifts from our generous donors of over $2.5 million. As of June 30, 2019, The Community Foundation stewarded $24 million in charitable assets for our community. We are proud of the work the foundation did to offer winning solutions for complex donor requests, for example the new Spotsylvania County Community Investment Fund. The Community Foundation helped sPower, the nation’s largest solar asset company, create this fund as an efficient and effective way to deliver financial support to Spotsylvania County for public safety, schools, parks and more. As The Community Foundation has grown, our staff and board must ensure that our organization’s practices, policies and staff continue to accommodate that growth. In 2019, we addressed this in several ways:
* Founding Board Member † Deceased Past President
Photo courtesy of Tina Jackson
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We restructured board development to ensure that all board members have a voice in the process and to extend our reach as we recruit a diverse board that represents our entire region. We performed a detailed board effectiveness survey and identified competitive performance in all areas as benchmarked against other community foundations. We also identified areas where we can become even better - a task 2019/2020 President Stu Ashton and his team are already pursuing.
easier. Now any donor who gives through the foundation can review her or his fund balance or statements at any time of day or night. It is also easy to recommend a grant or discover new ideas about impactful charitable giving. While we worked to advance The Community Foundation’s capacity to serve the region’s most generous people, we also strengthened area nonprofits. For 2019, the foundation’s Board of Governors identified an opportunity to direct The Community Fund - our flagship resource for community impact - to grow the capacity of area nonprofits to serve their mission. See page 7 to learn more. Together, The Community Foundation distributed $1,783,835 in grants and scholarships to preserve and grow the quality of life in our region. These grants touched every aspect of our community from the arts and history, to the environment and animal welfare, to poverty, hunger, health and human services and beyond. It is an honor to be counted among The Community Foundation’s many advocates for our region. Our work is successful because of people like you. Thank you.
Benjamin Wafle President 2018-2019
Teri McNally Executive Director
We implemented powerful new DonorCentral software to make managing a fund at The Community Foundation even 1
Component Funds of The Community Foundation
New 2018/2019 funds are in red. New Funds Established After June 30, 2019 The Community Relief Fund The Lake Caledon Fund The Joseph W. Hoffmann Fund The Spotsylania County Community Investment Fund The Ira and Gladys West Scholarship Fund Unrestricted Funds / Think Broadly Donors who contribute to the foundation’s Community Fund or establish their own unrestricted fund can participate in The Community Foundation’s annual competitive grants program. These donors can support a broad range of local concerns, including fast-emerging issues and future needs that we can’t yet anticipate. These flexible funds put the responsibility of identifying community needs and researching and selecting worthy charities on the foundation, relieving donors of these challenges. The Community Fund
Donor Advised Funds / Stay Involved Donor Advised Funds provide a simple, powerful and very personal approach to giving. Donors stay actively involved in suggesting uses for their gifts. Donors can recommend charities to support at any time during the year, or work with foundation staff to identify which community nonprof-its are doing the best work on the issues most important to the donor. The Behavioral Health Fund The Beringer Family Endowment Fund The Jan and Björn Bieneck Endowment Fund The Caroline County Community Fund The John and Linda Coker Family Fund The Colangelo/Phalen Family Legacy Fund The William and Barbara Cooper Memorial Fund The Ron and Cathy Davis Family Fund The Kevin Dillard Charitable Fund The Fredericksburg Area Military Service Initiative Fund The Forbush Family Legacy Fund The Duff McDuff Green, Jr. Fund The Hansen Family Fund The Hesed Fund The Hilldrup Move-Up Charitable Fund The Honeywell Charitable Fund The Fred and Tanya Howe, III Charitable Fund The Ellen Sullivan Jarrell and Chris Price Giving Fund The Alice Gray and Rick Johnson Endowment Fund The Kallay Family Endowment Fund 2
Fiscal Year 2019 Financial Summary
The King Family Endowment Fund The King Wack Family Endowment Fund The K-T Charitable Fund The Mahon Family Fund The Mansouri Family Charitable Fund The Hugh and Marian McCabe Charitable Fund The Mary Wynn Richmond McDaniel Fund The Rennie and Richmond McDaniel Fund The John F. and Deborah L. McManus Family Fund The Micah 6:8 Benevolence Fund The David Morgan Fund The Muir Family Fund The Mike and Patty O’Brien Charitable Fund The Robert Cullen O’Neill Memorial Fund The Pineapple Fund The PNC Community Endowment Fund The Dulcie H. Potter Memorial Fund The Doug and Betsy Quarles Family Fund The Repp Family Fund The Jeff and Charlotte Rouse Family Endowment Fund The Josiah P. Rowe III Family Legacy Fund The Schwarz Family Charitable Fund The Scully-Kujala Family Fund The Nicky Seay Charitable Fund The Share Our Selves Fund The Rodney I. Smith Charitable Fund The Sullivan Family Legacy Fund The David and Shirley Swisher Charitable Fund The Taczak Family Endowment Fund The Teddy Fund The Ukrop’s Endowment Fund The Vittoria Family Endowment Fund The Wafle Family Fund The Dietmar and Mary Lou Weselin Charitable Fund The Daniel Wildman Charitable Fund The Mary and Joe Wilson Family Fund The Youngblood Family Endowment Fund The Richard Linden Zirkle Memorial Fund
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) Total Revenues and Support Expenses Grants and Program Support Management and General Fundraising and Special Events Total Expenses
Funds by Type Agency Funds Donor Advised Funds Designated Funds Field of Interest Funds Scholarship Funds Unrestricted Fund Tax Credits Fund
Fiscal Year 2019 Cash Paid for Grants, Scholarships and Distributions
$ 2,425,007 26,965 94,835 206,471 7,937 625,245 288,416 31,630 $3,706,506
1,917,370 143,218 135,789 $2,196,378
Arts, Culture and Humanities Animals 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 Science Sports / Leisure Youth Community Philanthropy
$1,783,835 $61,994 $70,731 $5,000 $500 $4,500 $730,894 $20,000 $7,213 $60,478 $110,055 $171,787 $6,681 $78,700 $5,555 $65,077 $123,507 $1,000 $69,137 $59,206 $131,820
$24,051,743 $897,733 $12,696,224 $3,951,242 $1,454,019 $3,282,404 $1,649,179 $120,942
Designated Funds / Provide Ongoing Support Establishing a Designated Fund allows a donor to support one or more specific charitable organizations. For example, a donor who has contributed to a nonprofit’s annual campaign year after year may be ready to establish a permanent asset on the charity’s behalf. The Sara P. Boutwell Memorial Fund The Doris E. Buffett Pool Fund The Calvin Burns Family Fund The Caroline County Public Spirit Fund
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Youth in Philanthropy Sets Peace Corps Volunteer Nick D’Addio on His Path
YIP
Enabling Institutions to Exist Jan and Björn Bieneck
The Community Foundation of the Rappahannock River Region
“In Youth and Philanthropy, I felt privileged to be trusted to allocate grant funds to some of the best causes in the region, especially as a junior and senior in high school. It made me feel like I had a hand in growing and improving the town where I grew up. My experiences in YIP made me realize that privilege and opportunity come with the ability to fill gaps in the lives of others. Youth in Philanthropy gave impetus to my Peace Corps dream a few years later.
Today, I am a Peace Corps Volunteer in Thailand. I am an English teacher for about 120 first through sixth graders and I co-teach with a team of five Thai counterparts. My job is to make the learning environment dynamic, inclusive, and student-centered by implementing stronger teaching methods. After my service, I hope to leave behind a lasting appreciation of English learning and five motivated, well-equipped English teachers.”
“With one of us growing up in Sweden, we learned more about the importance of philanthropy when we settled in the United States. Americans are the most generous and charitable people in the world, often virtually enabling a community and its institutions to function - and sometimes even to exist - through charitable giving. We decided to establish our own fund at The Community Foundation to channel support to projects and endeavors that are dear to us in the community where we live and
work. When the time was right, we contacted the foundation, and Teri McNally proficiently guided us through the process. We have always been proud of Fredericksburg’s history and realize that conserving and educating about it requires volunteer efforts and citizen support. Our hope is that grants from our fund will further improve, preserve and demonstrate Fredericksburg’s important testament to American history.”
Photo courtesy of Tina Jackson
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Component Funds of The Community Foundation continued The Alan F. Courtney Fund The Harry and Marie Dawideit Fund The Wayne A. Dennison Fund The Dori Gaythwaite Eglevsky Endowment Fund The Fredericksburg Academy Fund The Fredericksburg Parks and Recreation Directors Fund The Governors Row Fund for Teachers and Students The Haven Make A Difference Fund The Holy Cross Academy Fund The Kerry Keilty Memorial Endowment Fund The William Lakeman Habitat for Humanity Fund The McCabe-Felder Endowment Fund The Jennalee Ritchie McNally Fund for Women and Girls The Mental Health America of Fredericksburg Suicide Prevention Education Fund The O’Neill Family Legacy Fund The Barney Reiley YMCA Fund The Chris Ross Memorial Fund The Kathy Salvas Charitable Fund The Stafford Parks and Trails Fund The Trust for Public Education IV Fund The Kathryn and Benjamin Wafle Endowment Fund The Elsie, Carroll and Willie Wheeler Hospice Support Care, Inc. Fund The Elsie, Carroll and Willie Wheeler Rappahannock Area Agency on Aging, Inc. Fund The WINGS (Women in the Giving Spirit) Charitable Fund Organizational Funds / Advanced Fund Development and Sustainability Tools for Nonprofits Area nonprofit organizations establish agency endowments (a type of designated fund) as a way to strengthen and grow fundraising efforts and to ensure permanent operating or program support. The Community Foundation assumes the challenges of endowed fund management for participating charity organizations, enabling them to fully concentrate on their mission. The ArtsLIVE! Fund The Big Brothers Big Sisters Greater Fredericksburg Fund The Dahlgren Rescue Squad Fund The Fund for the disAbility Resource Center, Inc. The Fund for Downtown Greens Community Greenspace The Fredericksburg Area HIV/AIDS Support Services Fund The Fredericksburg Area Service League Endowment Fund The Greater Fredericksburg Habitat for Humanity Fund The Hospice Support Care Fund The Human Kindness Foundation Fund The Beth and Jay Jarrell Endowment Fund for RF&P BikeWalk Virginia 4
Women in the Giving Spirit
The Fredericksburg Regional SPCA Endowment Fund The St. George’s Landmark Building Fund The Stafford Junction Fund The John Tippett Legacy Fund for the Rappahannock River Scholarship Funds / Invest in Deserving Students Donors help students achieve their dreams through education by establishing or contributing to a scholarship fund. Community Foundation staff help donors establish guidelines for students to apply for financial assistance through the fund. Scholarship eligibility might be based on a student’s achievement or a demonstration of financial need. Some scholarships focus on community involvement, commitment to a particular field of study or demonstration of leadership ability. Some donors choose to meet or correspond with students after the selection process is complete. The Linda and Billy Beale Scholarship Fund The Craig “Cujo, Jr.” Bennett Scholarship Fund The Mary E. Berger Scholarship Fund The William and Susanna Botts Scholarship for Immigrants Fund The Robert H. Bradley, Jr. Memorial Golf Scholarship Fund The Baron P. “Deuce” Braswell II Memorial Scholarship Fund The Ian and Jalen Brown Legacy Scholarship Fund The Como Farm Scholarship Fund The Brian Conner Memorial Scholarship Fund The Christine and Will Dickinson Memorial Scholarship Fund The Mary Carter Frackelton Scholarship Fund The Molly Gill Memorial Scholarship Fund The Douglas T. and Helen L. Gray Scholarship Fund The Jeremy Daniel Hawley Skilled Trades and Technical Education Fund The Richard C. Hayden Family Scholarship Fund The Peter D. Johnson Memorial Scholarship Fund The King George High School Sports Hall of Fame Scholarship Fund The Brandon Thomas Lawn Memorial Scholarship Fund The Betty Booker Lontz Scholarship Fund The Bill Lontz Science Scholarship Fund The Walton Mahon Scholarship Fund The Betty Merrill Scholarship for Excellence in Latin The Irene A. Miller Memorial Nursing Scholarship Fund The John C. Neal Scholarship Fund The Paul E. Neri Memorial Scholarship Fund The Nuckols Family UVA Law Scholarship in Honor of Gary M. Nuckols
Photo courtesy of Tina Jackson
WINGS, one of the region’s earliest established and most effective women’s giving organizations, created a new charitable giving fund at The Community Foundation in January 2019.
The WINGS (Women in the Giving Spirit) Charitable Fund is a permanently endowed charitable asset that will support local women and girls in perpetuity. “We are honored to help carry on the legacy of the many generous and hard-working women who built WINGS and made it such an asset for our community,” said foundation Executive Director, Teri McNally. Pictured above: Lupe Sigman, Janet Savage, Alice Parvin, Archer Williams, Anne Scott and Nancy Turnage. At left: Michele Mansouri, Christine Repp and Robin Huddle.
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1000 Women The Women and Girls Fund
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Although it was the first time the Women and Girls Fund has hosted an evening celebration and grant reveal, 1000 Women sold out in just three weeks, with nearly 250 attendees.
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Women applauded, hugged, danced and donated at the sold out 1000 Women event hosted by The Women and Girls Fund of The Community Foundation.
one thousand women
The signature event’s name, 1000 Women, is also the Women and Girls Fund’s goal: 1,000 women giving $1,000 to create a $1 million endowment fund. This endowment makes grants each year to nonprofits that directly support local women and girls. The fund actively invites regional women to contribute to the endowment and join the fund. For more information about the Women and Girls Fund, or any of The Community Foundation’s programs, visit cfrrr.org.
Photo courtesy of Tina Jackson
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Enhancing, Expanding and Preserving City Parks Jane Shelhorse Director Jane Shelhorse has been serving the Fredericksburg Parks, Recreation and Events mission for over 25 years. Over the years, Jane has met dozens of people who want to support the city’s varied park facilities and programs like summer camp and youth sports, but they lacked an efficient and effective way to channel their giving. “People love our parks like their own backyards!” she said.
Jane learned that The Community Foundation offers everyone an easy and effective way to give. She established the Fredericksburg Parks and Recreation Director’s Fund with a permanent designation to enhance, expand or preserve parks and recreation facilities, programs and outdoor spaces to increase accessibility, improve social equity and provide opportunities for healthier, more fulfilling lifestyles for the citizens of Fredericksburg. Anyone can contribute and be a part of the city’s park system with a gift to the fund of any size. Visit cfrrr.org.
Photo courtesy of Tina Jackson
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Component Funds of The Community Foundation continued The Kay Orr Memorial Scholarship Fund The Lee Wingate Pappandreou Drama Award The Rev. Douglas T. Pinkard Memorial Scholarship Fund The Horace A. Revercomb, Jr. Scholarship for the Continuing Study of Music The Chris Ross Memorial Scholarship Fund The George A. and Lucy Mae Scott Scholarship Fund The Seay Family Memorial Fund The ShackLax Memorial Scholarship Fund The Sofia Silva Scholarship Fund The Steven Snyder Memorial Scholarship Fund The Crittenden R. Sullivan, Jr. Memorial Scholarship Fund The George D. Taylor Scholarship Fund The Mary B. and Perry A. Thompson Scholarship Fund The Lauren Allie White Memorial Scholarship Fund The Kenneth T. Whitescarver III Memorial Scholarship Fund The Clay and Elsie Williams Rural Conservation Scholarship Fund Field of Interest Funds / Address Important Issues Donors who establish a Field of Interest Fund target their gift to address a specific area of need. Whatever areas of interest inspire you to contribute – the arts, access to healthcare, the environment, etc. – The Community Foundation can assist in establishing a fund and recommending strategic gifts to address the causes you care about most. The Jon P. and Meredith M. Beckett Charitable Fund The Anne Felder Fund The Female Charity School Endowment Fund The Kelly Givens Memorial Fund The Hicks Family Fund The O’Neill Fund for Stewardship of Historic Resources The Jack O’Neill Fund for a Green Community The Michael W. Robbins Fund for the Enhancement of Workplace Safety Education The Fred Simmons and Helen Watters Memorial Fund The Aune Sturdy Animal Protection Fund The Virginia Heritage Fund The Wilson Family Fund for Health and Education Community Foundation Funds / Collaborative Solutions In our work with donors and charities across the region, we sometimes identify larger issues and opportunities that merit the community’s attention. In these cases we create the appropriate fund to harness the charitable power of many individual donors to help address the issue or opportunity.
The Community Fund A Powerful Way to Invest in Our Community The Community Fund The Community Foundation Operating Endowment Fund Virginia Education Improvement Scholarships Tax Credits Program Fund The Women and Girls Fund Youth in Philanthropy Legacy Society / Planned Gift Donors How do you want to be remembered? Your vision and passion can help ensure a vibrant future for the Rappahannock River Region. The Community Foundation can show you how to plan a legacy to support the causes you care about for generations to come, while providing tax savings and, in some cases, income for life. Mrs. Lillian P. Ashton† Mrs. Mary E. Berger Mr. Alan F. Courtney Mrs. Paula Felder† Ms. Mary Carter Frackelton Mrs. Helen L. Gray† Mr. Duff McDuff Green, Jr.† Mr. Michael T. Grinnan The Joseph W. Hoffmann Fund Mr. William F. Lakeman† Mr. B. Walton Mahon Mr. and Mrs. Charles G. McDaniel Mr. and Mrs. Donald H. Newlin Mrs. Mary Jane O’Neill Mrs. Kay Orr† Mrs. Janice Olsen Mrs. Dulcie H. Potter† Mr. Alan F. Potter† Mr. and Mrs. Morris R. Reamy Mr. and Mrs. Russell H. Roberts Mrs. Kathleen F. Salvas Mr. Nicky Seay The Simmons Watters Trust Mr. and Mrs. Aric N. Wagner Mr. and Mrs. Dietmar Weselin Ms. Elsie Wheeler† Anonymous
The Community Foundation offers a powerful way to support local nonprofits that are hard at work caring for our region: The Community Fund. The foundation’s Board of Governors created this fund to ensure charitable resources are always available when there is an urgent need or promising opportunity in our community. For 2018/2019, the Donor Services Committee of the foundation’s board chose to invest in local nonprofits that could best leverage direct support to grow their organization’s capacity and amplify mission impact. The Community Fund request for proposals asked area nonprofits, “What do you need to take your success to the next level?” After careful review of the proposals submitted, nonprofit capacity building grants were awarded.
$12,000 to Downtown Greens, Inc. for their grant Cultivate and Grow Downtown Greens, Inc. The funding will help establish a three-year strategic plan that focuses on board development, growth and sustainability. $10,845 to Mental Health America of Fredericksburg for Board Development and Technology Improvement including multi-line telephones with a four-year equipment maintenance plan. $7,800 to Fredericksburg Area Museum for FAM Capacity Building Project covering the costs of Network for Good, VolunteerHub and the Fundraising Coach software. $5,106 to Fredericksburg Area Regional Health Council, Inc. for Electronic Health Record optimization.
If you have included a gift to The Community Foundation in your estate plan, please contact us so we may recognize you as a member of our Legacy Society. Photo courtesy of Mats Jerndal
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Component Funds of The Community Foundation continued The Kay Orr Memorial Scholarship Fund The Lee Wingate Pappandreou Drama Award The Rev. Douglas T. Pinkard Memorial Scholarship Fund The Horace A. Revercomb, Jr. Scholarship for the Continuing Study of Music The Chris Ross Memorial Scholarship Fund The George A. and Lucy Mae Scott Scholarship Fund The Seay Family Memorial Fund The ShackLax Memorial Scholarship Fund The Sofia Silva Scholarship Fund The Steven Snyder Memorial Scholarship Fund The Crittenden R. Sullivan, Jr. Memorial Scholarship Fund The George D. Taylor Scholarship Fund The Mary B. and Perry A. Thompson Scholarship Fund The Lauren Allie White Memorial Scholarship Fund The Kenneth T. Whitescarver III Memorial Scholarship Fund The Clay and Elsie Williams Rural Conservation Scholarship Fund Field of Interest Funds / Address Important Issues Donors who establish a Field of Interest Fund target their gift to address a specific area of need. Whatever areas of interest inspire you to contribute – the arts, access to healthcare, the environment, etc. – The Community Foundation can assist in establishing a fund and recommending strategic gifts to address the causes you care about most. The Jon P. and Meredith M. Beckett Charitable Fund The Anne Felder Fund The Female Charity School Endowment Fund The Kelly Givens Memorial Fund The Hicks Family Fund The O’Neill Fund for Stewardship of Historic Resources The Jack O’Neill Fund for a Green Community The Michael W. Robbins Fund for the Enhancement of Workplace Safety Education The Fred Simmons and Helen Watters Memorial Fund The Aune Sturdy Animal Protection Fund The Virginia Heritage Fund The Wilson Family Fund for Health and Education Community Foundation Funds / Collaborative Solutions In our work with donors and charities across the region, we sometimes identify larger issues and opportunities that merit the community’s attention. In these cases we create the appropriate fund to harness the charitable power of many individual donors to help address the issue or opportunity.
The Community Fund A Powerful Way to Invest in Our Community The Community Fund The Community Foundation Operating Endowment Fund Virginia Education Improvement Scholarships Tax Credits Program Fund The Women and Girls Fund Youth in Philanthropy Legacy Society / Planned Gift Donors How do you want to be remembered? Your vision and passion can help ensure a vibrant future for the Rappahannock River Region. The Community Foundation can show you how to plan a legacy to support the causes you care about for generations to come, while providing tax savings and, in some cases, income for life. Mrs. Lillian P. Ashton† Mrs. Mary E. Berger Mr. Alan F. Courtney Mrs. Paula Felder† Ms. Mary Carter Frackelton Mrs. Helen L. Gray† Mr. Duff McDuff Green, Jr.† Mr. Michael T. Grinnan The Joseph W. Hoffmann Fund Mr. William F. Lakeman† Mr. B. Walton Mahon Mr. and Mrs. Charles G. McDaniel Mr. and Mrs. Donald H. Newlin Mrs. Mary Jane O’Neill Mrs. Kay Orr† Mrs. Janice Olsen Mrs. Dulcie H. Potter† Mr. Alan F. Potter† Mr. and Mrs. Morris R. Reamy Mr. and Mrs. Russell H. Roberts Mrs. Kathleen F. Salvas Mr. Nicky Seay The Simmons Watters Trust Mr. and Mrs. Aric N. Wagner Mr. and Mrs. Dietmar Weselin Ms. Elsie Wheeler† Anonymous
The Community Foundation offers a powerful way to support local nonprofits that are hard at work caring for our region: The Community Fund. The foundation’s Board of Governors created this fund to ensure charitable resources are always available when there is an urgent need or promising opportunity in our community. For 2018/2019, the Donor Services Committee of the foundation’s board chose to invest in local nonprofits that could best leverage direct support to grow their organization’s capacity and amplify mission impact. The Community Fund request for proposals asked area nonprofits, “What do you need to take your success to the next level?” After careful review of the proposals submitted, nonprofit capacity building grants were awarded.
$12,000 to Downtown Greens, Inc. for their grant Cultivate and Grow Downtown Greens, Inc. The funding will help establish a three-year strategic plan that focuses on board development, growth and sustainability. $10,845 to Mental Health America of Fredericksburg for Board Development and Technology Improvement including multi-line telephones with a four-year equipment maintenance plan. $7,800 to Fredericksburg Area Museum for FAM Capacity Building Project covering the costs of Network for Good, VolunteerHub and the Fundraising Coach software. $5,106 to Fredericksburg Area Regional Health Council, Inc. for Electronic Health Record optimization.
If you have included a gift to The Community Foundation in your estate plan, please contact us so we may recognize you as a member of our Legacy Society. Photo courtesy of Mats Jerndal
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1000 Women The Women and Girls Fund
n
Although it was the first time the Women and Girls Fund has hosted an evening celebration and grant reveal, 1000 Women sold out in just three weeks, with nearly 250 attendees.
1
Women applauded, hugged, danced and donated at the sold out 1000 Women event hosted by The Women and Girls Fund of The Community Foundation.
one thousand women
The signature event’s name, 1000 Women, is also the Women and Girls Fund’s goal: 1,000 women giving $1,000 to create a $1 million endowment fund. This endowment makes grants each year to nonprofits that directly support local women and girls. The fund actively invites regional women to contribute to the endowment and join the fund. For more information about the Women and Girls Fund, or any of The Community Foundation’s programs, visit cfrrr.org.
Photo courtesy of Tina Jackson
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Enhancing, Expanding and Preserving City Parks Jane Shelhorse Director Jane Shelhorse has been serving the Fredericksburg Parks, Recreation and Events mission for over 25 years. Over the years, Jane has met dozens of people who want to support the city’s varied park facilities and programs like summer camp and youth sports, but they lacked an efficient and effective way to channel their giving. “People love our parks like their own backyards!” she said.
Jane learned that The Community Foundation offers everyone an easy and effective way to give. She established the Fredericksburg Parks and Recreation Director’s Fund with a permanent designation to enhance, expand or preserve parks and recreation facilities, programs and outdoor spaces to increase accessibility, improve social equity and provide opportunities for healthier, more fulfilling lifestyles for the citizens of Fredericksburg. Anyone can contribute and be a part of the city’s park system with a gift to the fund of any size. Visit cfrrr.org.
Photo courtesy of Tina Jackson
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Component Funds of The Community Foundation continued The Alan F. Courtney Fund The Harry and Marie Dawideit Fund The Wayne A. Dennison Fund The Dori Gaythwaite Eglevsky Endowment Fund The Fredericksburg Academy Fund The Fredericksburg Parks and Recreation Directors Fund The Governors Row Fund for Teachers and Students The Haven Make A Difference Fund The Holy Cross Academy Fund The Kerry Keilty Memorial Endowment Fund The William Lakeman Habitat for Humanity Fund The McCabe-Felder Endowment Fund The Jennalee Ritchie McNally Fund for Women and Girls The Mental Health America of Fredericksburg Suicide Prevention Education Fund The O’Neill Family Legacy Fund The Barney Reiley YMCA Fund The Chris Ross Memorial Fund The Kathy Salvas Charitable Fund The Stafford Parks and Trails Fund The Trust for Public Education IV Fund The Kathryn and Benjamin Wafle Endowment Fund The Elsie, Carroll and Willie Wheeler Hospice Support Care, Inc. Fund The Elsie, Carroll and Willie Wheeler Rappahannock Area Agency on Aging, Inc. Fund The WINGS (Women in the Giving Spirit) Charitable Fund Organizational Funds / Advanced Fund Development and Sustainability Tools for Nonprofits Area nonprofit organizations establish agency endowments (a type of designated fund) as a way to strengthen and grow fundraising efforts and to ensure permanent operating or program support. The Community Foundation assumes the challenges of endowed fund management for participating charity organizations, enabling them to fully concentrate on their mission. The ArtsLIVE! Fund The Big Brothers Big Sisters Greater Fredericksburg Fund The Dahlgren Rescue Squad Fund The Fund for the disAbility Resource Center, Inc. The Fund for Downtown Greens Community Greenspace The Fredericksburg Area HIV/AIDS Support Services Fund The Fredericksburg Area Service League Endowment Fund The Greater Fredericksburg Habitat for Humanity Fund The Hospice Support Care Fund The Human Kindness Foundation Fund The Beth and Jay Jarrell Endowment Fund for RF&P BikeWalk Virginia 4
Women in the Giving Spirit
The Fredericksburg Regional SPCA Endowment Fund The St. George’s Landmark Building Fund The Stafford Junction Fund The John Tippett Legacy Fund for the Rappahannock River Scholarship Funds / Invest in Deserving Students Donors help students achieve their dreams through education by establishing or contributing to a scholarship fund. Community Foundation staff help donors establish guidelines for students to apply for financial assistance through the fund. Scholarship eligibility might be based on a student’s achievement or a demonstration of financial need. Some scholarships focus on community involvement, commitment to a particular field of study or demonstration of leadership ability. Some donors choose to meet or correspond with students after the selection process is complete. The Linda and Billy Beale Scholarship Fund The Craig “Cujo, Jr.” Bennett Scholarship Fund The Mary E. Berger Scholarship Fund The William and Susanna Botts Scholarship for Immigrants Fund The Robert H. Bradley, Jr. Memorial Golf Scholarship Fund The Baron P. “Deuce” Braswell II Memorial Scholarship Fund The Ian and Jalen Brown Legacy Scholarship Fund The Como Farm Scholarship Fund The Brian Conner Memorial Scholarship Fund The Christine and Will Dickinson Memorial Scholarship Fund The Mary Carter Frackelton Scholarship Fund The Molly Gill Memorial Scholarship Fund The Douglas T. and Helen L. Gray Scholarship Fund The Jeremy Daniel Hawley Skilled Trades and Technical Education Fund The Richard C. Hayden Family Scholarship Fund The Peter D. Johnson Memorial Scholarship Fund The King George High School Sports Hall of Fame Scholarship Fund The Brandon Thomas Lawn Memorial Scholarship Fund The Betty Booker Lontz Scholarship Fund The Bill Lontz Science Scholarship Fund The Walton Mahon Scholarship Fund The Betty Merrill Scholarship for Excellence in Latin The Irene A. Miller Memorial Nursing Scholarship Fund The John C. Neal Scholarship Fund The Paul E. Neri Memorial Scholarship Fund The Nuckols Family UVA Law Scholarship in Honor of Gary M. Nuckols
Photo courtesy of Tina Jackson
WINGS, one of the region’s earliest established and most effective women’s giving organizations, created a new charitable giving fund at The Community Foundation in January 2019.
The WINGS (Women in the Giving Spirit) Charitable Fund is a permanently endowed charitable asset that will support local women and girls in perpetuity. “We are honored to help carry on the legacy of the many generous and hard-working women who built WINGS and made it such an asset for our community,” said foundation Executive Director, Teri McNally. Pictured above: Lupe Sigman, Janet Savage, Alice Parvin, Archer Williams, Anne Scott and Nancy Turnage. At left: Michele Mansouri, Christine Repp and Robin Huddle.
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Youth in Philanthropy Sets Peace Corps Volunteer Nick D’Addio on His Path
YIP
Enabling Institutions to Exist Jan and Björn Bieneck
The Community Foundation of the Rappahannock River Region
“In Youth and Philanthropy, I felt privileged to be trusted to allocate grant funds to some of the best causes in the region, especially as a junior and senior in high school. It made me feel like I had a hand in growing and improving the town where I grew up. My experiences in YIP made me realize that privilege and opportunity come with the ability to fill gaps in the lives of others. Youth in Philanthropy gave impetus to my Peace Corps dream a few years later.
Today, I am a Peace Corps Volunteer in Thailand. I am an English teacher for about 120 first through sixth graders and I co-teach with a team of five Thai counterparts. My job is to make the learning environment dynamic, inclusive, and student-centered by implementing stronger teaching methods. After my service, I hope to leave behind a lasting appreciation of English learning and five motivated, well-equipped English teachers.”
“With one of us growing up in Sweden, we learned more about the importance of philanthropy when we settled in the United States. Americans are the most generous and charitable people in the world, often virtually enabling a community and its institutions to function - and sometimes even to exist - through charitable giving. We decided to establish our own fund at The Community Foundation to channel support to projects and endeavors that are dear to us in the community where we live and
work. When the time was right, we contacted the foundation, and Teri McNally proficiently guided us through the process. We have always been proud of Fredericksburg’s history and realize that conserving and educating about it requires volunteer efforts and citizen support. Our hope is that grants from our fund will further improve, preserve and demonstrate Fredericksburg’s important testament to American history.”
Photo courtesy of Tina Jackson
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Component Funds of The Community Foundation
New 2018/2019 funds are in red. New Funds Established After June 30, 2019 The Community Relief Fund The Lake Caledon Fund The Joseph W. Hoffmann Fund The Spotsylania County Community Investment Fund The Ira and Gladys West Scholarship Fund Unrestricted Funds / Think Broadly Donors who contribute to the foundation’s Community Fund or establish their own unrestricted fund can participate in The Community Foundation’s annual competitive grants program. These donors can support a broad range of local concerns, including fast-emerging issues and future needs that we can’t yet anticipate. These flexible funds put the responsibility of identifying community needs and researching and selecting worthy charities on the foundation, relieving donors of these challenges. The Community Fund
Donor Advised Funds / Stay Involved Donor Advised Funds provide a simple, powerful and very personal approach to giving. Donors stay actively involved in suggesting uses for their gifts. Donors can recommend charities to support at any time during the year, or work with foundation staff to identify which community nonprof-its are doing the best work on the issues most important to the donor. The Behavioral Health Fund The Beringer Family Endowment Fund The Jan and Björn Bieneck Endowment Fund The Caroline County Community Fund The John and Linda Coker Family Fund The Colangelo/Phalen Family Legacy Fund The William and Barbara Cooper Memorial Fund The Ron and Cathy Davis Family Fund The Kevin Dillard Charitable Fund The Fredericksburg Area Military Service Initiative Fund The Forbush Family Legacy Fund The Duff McDuff Green, Jr. Fund The Hansen Family Fund The Hesed Fund The Hilldrup Move-Up Charitable Fund The Honeywell Charitable Fund The Fred and Tanya Howe, III Charitable Fund The Ellen Sullivan Jarrell and Chris Price Giving Fund The Alice Gray and Rick Johnson Endowment Fund The Kallay Family Endowment Fund 2
Fiscal Year 2019 Financial Summary
The King Family Endowment Fund The King Wack Family Endowment Fund The K-T Charitable Fund The Mahon Family Fund The Mansouri Family Charitable Fund The Hugh and Marian McCabe Charitable Fund The Mary Wynn Richmond McDaniel Fund The Rennie and Richmond McDaniel Fund The John F. and Deborah L. McManus Family Fund The Micah 6:8 Benevolence Fund The David Morgan Fund The Muir Family Fund The Mike and Patty O’Brien Charitable Fund The Robert Cullen O’Neill Memorial Fund The Pineapple Fund The PNC Community Endowment Fund The Dulcie H. Potter Memorial Fund The Doug and Betsy Quarles Family Fund The Repp Family Fund The Jeff and Charlotte Rouse Family Endowment Fund The Josiah P. Rowe III Family Legacy Fund The Schwarz Family Charitable Fund The Scully-Kujala Family Fund The Nicky Seay Charitable Fund The Share Our Selves Fund The Rodney I. Smith Charitable Fund The Sullivan Family Legacy Fund The David and Shirley Swisher Charitable Fund The Taczak Family Endowment Fund The Teddy Fund The Ukrop’s Endowment Fund The Vittoria Family Endowment Fund The Wafle Family Fund The Dietmar and Mary Lou Weselin Charitable Fund The Daniel Wildman Charitable Fund The Mary and Joe Wilson Family Fund The Youngblood Family Endowment Fund The Richard Linden Zirkle Memorial Fund
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) Total Revenues and Support Expenses Grants and Program Support Management and General Fundraising and Special Events Total Expenses
Funds by Type Agency Funds Donor Advised Funds Designated Funds Field of Interest Funds Scholarship Funds Unrestricted Fund Tax Credits Fund
Fiscal Year 2019 Cash Paid for Grants, Scholarships and Distributions
$ 2,425,007 26,965 94,835 206,471 7,937 625,245 288,416 31,630 $3,706,506
1,917,370 143,218 135,789 $2,196,378
Arts, Culture and Humanities Animals 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 Science Sports / Leisure Youth Community Philanthropy
$1,783,835 $61,994 $70,731 $5,000 $500 $4,500 $730,894 $20,000 $7,213 $60,478 $110,055 $171,787 $6,681 $78,700 $5,555 $65,077 $123,507 $1,000 $69,137 $59,206 $131,820
$24,051,743 $897,733 $12,696,224 $3,951,242 $1,454,019 $3,282,404 $1,649,179 $120,942
Designated Funds / Provide Ongoing Support Establishing a Designated Fund allows a donor to support one or more specific charitable organizations. For example, a donor who has contributed to a nonprofit’s annual campaign year after year may be ready to establish a permanent asset on the charity’s behalf. The Sara P. Boutwell Memorial Fund The Doris E. Buffett Pool Fund The Calvin Burns Family Fund The Caroline County Public Spirit Fund
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Investing in Education Scholarship Funds
Hard Work and Community Spirit
Building an Enduring Foundation
Generous people and businesses entrust scholarship funds to The Community Foundation. The foundation invests their gifts with a goal to ensure long-term appreciation while meeting charitable needs over time. This way, renewed financial support is available to deserving students in our region year after year.
Thanks to her hard work and community spirit, Ava Purcell won four separate scholarships from donors who give through The Community Foundation. The Chancellor High School graduate attributes her commitment to service to her mother – a middle school behavioral education specialist and active community volunteer.
The Community Foundation uses the power of philanthropy to invest in our community now and in perpetuity. The generous people who give through the foundation are committed to our region and willing to invest in its vitality for generations to come.
Today, the foundation manages 42 different scholarship funds on behalf of generous individuals and families that want to strengthen the greater Fredericksburg community.
Following in her mother’s footsteps, Ava has been a school and community leader – serving as a National Honor Society Secretary, Key Club President, STEPVA special needs camp volunteer and a Mental Health America of Fredericksburg’s Teen Council member. For her senior year independent study class, she created a volunteer project called Reading Corner Crusade where she advocated to help young children learn to read and raised funds to place fully furnished reading corners in classrooms at Parkside Elementary.
The Community Foundation awarded $149,174 in scholarships to 54 area students in June 2019! Below: Ava Purcell and her mother are pictured with scholarship fund donor Doris Pinkard and her granddaughter.
Now in her first year at University of Virginia, Ava’s intended major is Youth and Social Innovations at the Curry School of Education. She hopes to become a public relations director for a humanitarian organization.
Together we are building an enduring foundation: • An organization that is increasingly able to address community needs. • A collection of charitable assets, invested wisely to benefit our community in the future. • A community of prepared leaders who are dedicated to the greater good. For the 2019 fiscal year, The Community Foundation continued to grow charitable assets with great results. We offered individuals, families and businesses resources for effective charitable giving that are tailored to each donors’ passions and goals. The result was clear. We are excited to report gifts from our generous donors of over $2.5 million. As of June 30, 2019, The Community Foundation stewarded $24 million in charitable assets for our community. We are proud of the work the foundation did to offer winning solutions for complex donor requests, for example the new Spotsylvania County Community Investment Fund. The Community Foundation helped sPower, the nation’s largest solar asset company, create this fund as an efficient and effective way to deliver financial support to Spotsylvania County for public safety, schools, parks and more. As The Community Foundation has grown, our staff and board must ensure that our organization’s practices, policies and staff continue to accommodate that growth. In 2019, we addressed this in several ways:
* Founding Board Member † Deceased Past President
Photo courtesy of Tina Jackson
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We restructured board development to ensure that all board members have a voice in the process and to extend our reach as we recruit a diverse board that represents our entire region. We performed a detailed board effectiveness survey and identified competitive performance in all areas as benchmarked against other community foundations. We also identified areas where we can become even better - a task 2019/2020 President Stu Ashton and his team are already pursuing.
easier. Now any donor who gives through the foundation can review her or his fund balance or statements at any time of day or night. It is also easy to recommend a grant or discover new ideas about impactful charitable giving. While we worked to advance The Community Foundation’s capacity to serve the region’s most generous people, we also strengthened area nonprofits. For 2019, the foundation’s Board of Governors identified an opportunity to direct The Community Fund - our flagship resource for community impact - to grow the capacity of area nonprofits to serve their mission. See page 7 to learn more. Together, The Community Foundation distributed $1,783,835 in grants and scholarships to preserve and grow the quality of life in our region. These grants touched every aspect of our community from the arts and history, to the environment and animal welfare, to poverty, hunger, health and human services and beyond. It is an honor to be counted among The Community Foundation’s many advocates for our region. Our work is successful because of people like you. Thank you.
Benjamin Wafle President 2018-2019
Teri McNally Executive Director
We implemented powerful new DonorCentral software to make managing a fund at The Community Foundation even 1
The Community Foundation Board of Governors
Accumulating Intellectual Capital Dee Ann Remo
2018 - 2019 Board Members
Past Board Members as of June 30, 2019
Benjamin N. Wafle President
Mona D. Albertine Stephanie A. Armstrong, Esq. Stephen P. Batsche G. William Beale Joanne G. Beck, PhD Gerald A. Bellotti, MD E. Thomas Blalock II Jeffrey H. Boutwell, PhD Ronald W. Branscome Thomas L. Bricken, Esq.† Raul Chavez-Negrete, PhD Ana Garcia Chichester, PhD Anita W. Churchill George W. Coghill, Jr. John H. Coker, Jr., DMD Gilbert I. Coleman, PhD† Richard E. Conway Leah K. Cox, PhD James C. Dannals Lawrence A. Davies Bruce L. Davis Rosier D. Dedwylder II, MD Norris E. Dickard Dori G. Eglevsky Janet C. Erkert Marilyn R. Farrington John F. Fick III Allen H. Fisher Jr.* Heather B. Foley, CPA Robert P. Fuscaldo Christopher M. Hallberg* Lucy G. Harman Homer L. Hite Cynthia C. Hoffman, Esq. William J. Howell, Esq.* Kelly G. Johnson William R. Johnson V. Veronica Kelly, PhD Beverley G. King William J. Kinnamon, Jr., Esq.† Larry E. Lenow Charles T. Lewis† Bernard W. Mahon, Jr. Ravi N. Mathur Craig Andrew Max, JD, CPA† W. Richmond McDaniel Wayne McHargue
Michele R. Mansouri President Elect 2020 Stuart A. Ashton, Jr. Secretary Maria S. Franklin Treasurer Linda L. Blakemore Harry D. Dickinson, PhD, CPA* Aaron L. Dobynes, Sr., PhD R. Leigh Frackelton, Jr., Esq., CPA* Christian B. Franklin, Esq. Daniel I. Hansen Margaret F. Hardy, Esq. Stacy O. Horne Michael T. Kennison, CPA Benjamin R. Maxwell Amy E. McCullough, Esq. John F. McManus, Esq. Gregory R. Mueller Mary Jane P. O’Neill James A. Scully Nicky Seay Samer E. Shalaby Raymond L. Slaughter, Esq., CPA Kirstin A. Snead, Esq. Catherine M. Wack
Cover photo by Aaron Spicer
Catherine W. McKann† John D. Mitchell Alice L. Moore Richelle D. Moore, Esq. Erik J. Muller J. David Mullins John C. Neal Beverley C. Newlin Sean R. O’Connell, CPA Michael A. O’Malley M. Saundra Pearson Betty J. Poole† Richard L. Potter† Christine F. Repp Xavier R. Richardson Donald J. Rooney Anne W. Rowe*† Paul A. Simpson, Esq. George P. Snead, Esq. Douglas G. Stewart* David W. Storke Neil S. Sullivan Janet T. Taczak Barbara C. Terry† Jon Van Zandt Katherine Q. Wafle Jon D. Wallace Keith L. Wampler, CPA* Kenneth T. Whitescarver, Esq.† Susan S. Williams, Esq. Barbara P. Willis Georgia M. Willis Fauber Alma F. Withers Linda D. Worrell* Dale L. Wright, PhD† William B. Young* William B. Young
“We are fortunate at Heritage to work with many families that view philanthropy as a core value. When we combine their charitable intent with income tax, cash flow or estate tax planning, it is amazing how many different goals generous people can achieve with one gift. When our clients want to educate their children about finance – an important foundation for sustaining wealth across generations – charitable giving is one of the easiest ways to begin a conversation about what it means to be wealthy. We enjoy seeing families utilize their donor
advised fund or charitable trust as a means to begin accumulating family intellectual capital. The Community Foundation is a natural fit for our clients. The foundation gives our clients a platform to start building a charitable plan, or to add to their current plan. Best of all, The Community Foundation and its staff are familiar with nonprofits a family may want to support and can help educate donors, or make recommendations for the most effective ways to address the community issues that mean the most to them.” Dee Ann Remo, CEO Heritage Wealth Advisors
* Founding Board Member † Deceased Past President
Photo courtesy of Heritage Wealth Advisors
Ring in the Holidays 2019 Sponsors
Community Foundation of the Rappahannock River Region P.O. Box 208 Fredericksburg, Virginia 22404 540.373.9292 www.cfrrr.org info@cfrrr.org
Theme Sponsor sPower
Gwyneth’s Gift Foundation Plastic Surgery Services of Fredericksburg Heritage Wealth Advisors Hope Springs Marina Cindy and Tim Hughes The Keddie Group of Davenport & Company LLC Eleanor and Marque Ledoux Patti and Bill Lynch Mason Investment Advisory Services, Inc. The Law Office of Amy E. McCullough, PLC Tricia and Charles McDaniel Medias Painting LLC Brooke Miller Real Estate LLC New Street Home Solutions LLC Orthopedic and Sports Physical Therapy Associates | McManus & Associates, Internal Medicine, PC Parrish Snead Franklin Simpson PLC Peoples Community Bank Quarles Petroleum Rappahannock Orthodontics Telly and Marc Salafia | Stone Center The Schmidt Family Jamie Scully and Jess Kujala Janny and Shane Sims Spotsylvania Regional Medical Center Stafford Oral Surgery & Specialists Synergy Periodontics & Implants, Lillie Pitman, DMD and Thanos Dounis, DDS, MS Tulip Salon & Spa | Aveda Van Zandt Restorations Jodie and Christopher Vaughn Virginia Partners Bank Vista Eye Specialists - Binoy R. Jani, MD Kitty and Ben Wafle Waterloo Farm Kelsey T. Williams
Tent Sponsor Mary Jane O’Neill Band Sponsor The Nicky Seay Charitable Fund Bar Sponsor Access Eye Arash and Michele Mansouri Food Sponsor The Gemini 3 Group, Inc. Food Sponsor SIEHT, a Falkenberg Eye and Laser Center Tasting Room Sponsor Cooper Financial Group Douglas Cooper & Joshua Cooper
Platinum Sponsors Atlantic Union Bank Community Bank of the Chesapeake Edward Jones Investments Ben Maxwell Germanna Community College Hirschler Stacy and Andrew Horne The Janney Family Kaeser Compressors PBMares, LLP Sands Anderson, PC Dr. Bhavin and Mrs. Sandra Suthar Wack General Contractor Wagner Wealth Management of Davenport & Company Wells Fargo Gold Sponsors BB&T Dynovis Lucy and Wayne Harman JON Properties Missy and Stephen Norair The Sprinkle Family Stafford Printing Suzy Stone Surgi-Center of Central Virginia Silver Sponsors Affordable Suites of America Fredericksburg, Quantico Allergy Partners of Fredericksburg Applied Technology, Inc. Atlantic Builders The Beals Family Meredith and Jon Beckett Jessica and Chuck Beringer Rob Billingsley, Wealth Management Advisor, Northwestern Mutual Bishop, Farmer & Co., LLP The Cohen Family Mary Washington Orthopedics Dr. Kostas Constantine John C. Cowan Sandy and Bruce Davis Cathy and Ron Davis Jenny and Dudley DuPuy Featherstone LLC First Citizens Bank Gail and Joe Greene
In Kind Sponsors 1781 Brewing Company Field at Snowden Farm Fredericksburg Rental In the Red Catering Parties by Dori Rappahannock Restoration Michael Roberson Total Wine & More
The Community Foundation Annual Report 2018/2019
The Power of Generosity.