Connecting Philanthropists to the Community
Winter / Spring 2015
Sold Out
Paradise Found
Gala
Raises Half A
Million Dollars
We are grateful to our chairs Frances
and Todd Peter, and our honorary
chairs Debra and Anson Beard Jr., Carol
and Peter Matwiczyk and Tara Kelleher
and Roy J. Zuckerberg.
Special thanks to Tara and Roy for
hosting the preview party, and to our
generous sponsors.
Gala chairs Frances and Todd Peter
Community Foundation Gala
Simply Irresistible had guests on the
dance floor until midnight!
Gala Sponsors
Bird of Paradise
Debra and Anson M. Beard, Jr.
Jack C. Taylor
Tara Kelleher and Roy J. Zuckerberg
Anson and Debra Beard Jr.
Hibiscus
Cristina Condon
The Mary Alice Fortin Foundation
Charles and Ann Johnson Foundation
Jean and William M. Matthews
Talbott Maxey and Kenn Karakul
Laurence and Molly Austin
were the highest bidders for
the art auction
Northern Trust
Squire Patton Boggs
Douglas A. Stockham
Wally Findlay Galleries
Bougainvillea
Celedinas Insurance Group and AIG
Briggs and Nicholas Coleman
Elizabeth ‘Libby’ Marshall
Carol and Peter Matwiczyk
Lesley and Richard Stone
Templeton & Company
Plumeria
Tara Kelleher and
Roy Zuckerberg
Appomattox Advisory
Lore and John B. Dodge
Alice Z. Pannill
Frances and Todd Peter
PNC Wealth Management
Prime, Buchholz & Associates
Lisa and Lawrence J. Miller
Lisa and Scott W. Morgan
Nancy and John Murray
David G. Ober
Caroline and Bailey B. Sory
New Ad Campaign
Unveiled
Our leading priority will always be to promote
philanthropy in Palm Beach and Martin counties. We
connect philanthropists to local causes and issues
in a way that will last forever. To illustrate our story,
we asked some of our donors to tell us why they
partnered with the Community Foundation for their giving.
Each donor is featured in a new advertising campaign
that launched in November and is currently running in
local newspapers, magazines, public television, radio
and online outlets throughout the year. Special thanks
to WPBT2 for producing the compelling video interviews
that accompany each ad. You can see the full campaign
and videos in the “Donors” section of our website
yourcommunityfoundation.org.
Making an Impact
Photo Credits: LILA PHOTO
“The true meaning of life is to
plant trees, under whose shade
you do not expect to sit.”
- Nelson Henderson
2013-2014
Highlights
Total Assets:
$170 Million
Total Grants Awarded:
$8.9 Million
Total Gifts Received:
$5.1 Million
New Funds:
13
S av e t h e Dat e
Total Number of Funds:
April 16, 2015
Almost 300
and growing!
Impact 100
Palm Beach County’s
Annual Meeting & Grand Awards
Lynn University’s
Wold Performing Arts Center
Members vote on
the nonprofits who will
receive high-impact grants this year Cumulative Grants:
(since inception)
$108 million
$3.1 $8.9
million
million
38 610
nonprofits
nonprofits &
students
TOTAL Grants:
As a working mom with a new baby, Goldman Sachs
executive Tandy Robinson learned about Impact 100
in 2008 through a friend in Vero Beach. The concept
is simple: local women are invited to join for $1,000,
the monies are pooled, and then members vote at
one annual meeting to make a $100,000 grant to
the local nonprofit they feel will make the greatest
Lisa Mulhall, Sue Diener, Tandy
Robinson and Cindy Krebsbach
impact on the community. This philanthropic model
was being replicated around the country, and the idea really resonated with the Delray
Beach resident. In 2011, Tandy co-founded Impact 100 Palm Beach County, which is
operated as a donor advised fund at the Community Foundation. She decided to partner
with the Foundation on this initiative because of our 40-year track record of community
leadership and grant making. In just three short years, Impact 100 has awarded a total of
$688,000 to organizations serving south Palm Beach County. The goal this year is 400
members and $400,000 in transformational grants – helping them get to the $1 million
mark! For more information, visit impact100pbc.com.
Carol and Peter Matwiczyk Competitive Grants:
It’s been another exciting year at the
Community Foundation! For the first
time in our 43-year history, we hosted
our annual gala at The Breakers. The
new venue, energetic chairpersons
and dynamic host committee, helped
attract more than 300 guests (doubling
attendance over last year) and raise
$500,000 to support our local
leadership work. This year’s event
on January 22 was themed Paradise
Found and the Venetian Ballroom was
transformed in white and green. Guests
came dressed in their most colorful
“garden chic” attire and enjoyed
dinner and dancing until midnight to
the live band Simply Irresistible. The
highlight of the evening was the muchanticipated live art auction of a piece by
internationally acclaimed photographer
Peter Beard. Board member and
Sotheby’s consultant, David Ober, led
the auction with all proceeds benefiting
the Foundation.
Message from
Brad
Hurlburt
Meet Our Newest
Board Members
in Palm Beach. Our board of governors also
met for a luncheon in February at the Center for
Philanthropy to reconnect and discuss the recent
work of the Foundation. This wide net of support is
the legacy of this Community Foundation.
Sherry S. Barrat was vice chairman
of the Northern Trust Company
and a member of its management
committee before she retired in 2012.
Now a resident of Singer Island, Barrat
is a corporate director at NextEra
Energy, Prudential Insurance Funds
and Arthur J. Gallagher & Co. She is an emeritus
trustee of Chicago’s Goodman Theatre and serves
on the global advisory board of Women Corporate
Directors.
In this newsletter you will read about the exciting
events we have hosted over the last few months,
and get updates on some of the grants and
scholarships we have made in the community.
President and CEO
None of this would be possible without the
generosity of our donors and fund holders. Why
I can’t believe it’s 2015 and that we are already
would someone choose to partner with us for
more than half-way through our fiscal year! I have their charitable giving? There are many advantages
truly enjoyed my second year as president of
of opening a fund at the Foundation, including our
the Community Foundation, and especially like
community knowledge, stewardship and sound
meeting with donors and potential donors to learn investment policies. Once you establish a fund,
about their charitable passions. It’s a wonderful
you can make grant recommendations to the
feeling to unite like-minded people who share in
charities of your choice. We vet the nonprofits,
our organization’s mission to build an endowment issue the checks and handle the reporting. It’s
to benefit the community forever, and to help them that easy.
create personal legacies.
There are other ways to partner with the
Community Foundation for your charitable giving,
including making a gift of annual support by
using the envelope provided in this newsletter, or
by naming us in your will. We’ve been advising
philanthropists for over 40 years, and together we
have awarded nearly $110 million in grants and
scholarships.
A resident of Gulf Stream,
Lisa M. Morgan has her juris doctor
and practiced law before moving
into real estate management where
she currently serves as president of
Mumma Realty Associates. She is
treasurer of the board of directors
and sits on the grants review committee for Impact
100 Palm Beach County. She is also on the board
of the Gulf Stream School and Gulf Stream Bath &
Tennis Club.
Thank you to the entire community for your
support. Contact me anytime at (561) 340-4502
or [email protected].
Reuben Johnson; Heather Henry; Bruce McDonald; Brad Hurlburt; Harry Johnston; Eliot Snider; Mike Victor;
Debbie Pucillo; Sally Gingras; Carol Collins; Barbara Chapin.
Photo credit: Tracey Benson Photography
It’s also a pleasure to work with our Board of
Directors. They are a diverse group of dedicated
community leaders who care about Palm Beach
and Martin Counties. The brotherhood (and
sisterhood) of our board lasts beyond term limits
and this group continues to support the Foundation
in many ways. Our board chairman, J.B. Murray
joined past chairs Debbie Pucillo (2010-2014),
Will Matthews (2006-2010), Eliot Snider (20042006), Judge Ed Rogers (1994-1996) and Tom
Giuffrida (1991-1993) at a small dinner recently
Elizabeth ‘Libby’ Marshall is a Palm
Beach resident and a registered
landscape architect who has earned
national and international acclaim
with projects that include the
Gateway to World Peace Memorial
and Park in Hiroshima, Japan; The
United States Veterans’ Hospital in Miami; Saint
Mary’s Medical Center in West Palm Beach; and
Dalwhinnie South Dressage Horse Ranch, White
Fences in Wellington.
Christopher W. Storkerson is a senior
vice president and wealth strategist
at Northern Trust’s Palm Beach office.
He is a certified financial planner
and a certified private wealth advisor.
Storkerson resides in Palm Beach and
serves on the Town of Palm Beach’s
Investment Advisory Committee.
Gloria Rex Promoted
to EVP & CFO Honoring
a Lifetime
of Giving
Lesley Blackner and Richard Stone.
yourcommunityfoundation.org
“
Gloria’s contributions to the
Photo Credit: CAPEHART PHOTOGRAPHY
Amelia Earhart said, “A
single act of kindness throws
roots in all directions, and
the roots spring up and
make new trees.” This is the
essence of a community
foundation. Winsome and
Michael McIntosh created
this organization with a
single gift in 1972 and we
have grown through the
generosity of other donors
who are committed to Palm Community Foundation board
Peter and Carol
J.B. Murray with Christina and
Beach and Martin Counties. members David Ober and
Doug Stockham
Matwiczyk
Ben
Macfarland
To show our appreciation,
we hosted an exclusive
cocktail reception and
dinner in December for
donors whose cumulative
giving during our 43-year
lifetime totaled $250,000
or more. Guests enjoyed
live music in the courtyard,
an elegant dinner and a
special presentation of
engraved medallions to
those honored donors who
have helped improve the
lives of our local residents
J.B. Murray; Al Maleffato and Nichole Lynch-Cruz; John and Stephanie Pew; Jean and
and nonprofits.
Will Matthews; Robert Yates; Lore Dodge; Brad Hurlburt; Kacey Wilcoxson;
Congratulations to Gloria
Ortega Rex on her recent
promotion to Executive
Vice President and Chief
Financial Officer! Gloria
joined the Foundation
in 2004 as the Vice
President for Finance
and Administration.
She directs our finance,
treasury, administration,
human resources, IT and
building operations. She is also a trustee of
the Foundation’s sponsored 401(k) retirement
plan. Her principal responsibilities include
working with our financial consultants and the
Foundation’s Investment Committee to invest
and administer our $170 million in assets. She
was also recently named a finalist in the South
Florida Business Journal’s CFO of the Year
Awards in the Nonprofit category.
Community Foundation over the
last decade are immeasurable. The
goal of a community foundation is
to ensure that the charitable dollars
entrusted to the organization are
available to the community forever.
Gloria firmly believes in this mission.” - J.B. MURRAY
Board Chair
Building a Strengthening Nonprofits
Foundation
2013/2014
$730,000 of Future
in scholarships
Leaders
83 32
Alyssa is our new grants and scholarships
administrator. Her responsibilities include
managing the Foundation’s scholarship programs
and administering grant application processes
for our initiative and discretionary grantmaking
programs. Alyssa recently graduated with her
bachelor’s degree in public relations with honors
from Palm Beach Atlantic University. She started
with us as an intern last summer and shared in our
passion for helping make this community a better
place. She grew up in Bourbonnais, Ill. and visited
South Florida regularly. She loved her time down
here so much that she decided to make it her home.
We are thrilled that she has joined us full-time.
Online
Giving
Philanthropy Online is our web resource where
donors manage their philanthropy. They can
research causes and organizations and make
recommendations for grants right on the site. The
charitable catalog is also available to the public
to learn more about our local nonprofits. There is
no cost to nonprofits to create a profile. Visit our
website and click on “Philanthropy Online” at the
top of the page to get started.
Number of grants made through
Philanthropy Online in 2013/2014:
236
totaling $1.6 million
(42% of grants were for general operating support)
Number of Nonprofits with a profile:
321
Last year, we awarded $3.1 million in grants to 38 nonprofit organizations in our two-county region.
The funding priorities for our competitive grants were affordable housing, arts and culture, the
environment and hunger. Grants were awarded through several charitable funds at the Foundation,
including the MacArthur Foundation Housing Initiative; John D. and Catherine T. MacArthur Fund;
The Environmental Fund; and the John S. and James L. Knight Foundation Fund. To see the full list of
grantees, visit the “Grants” page of our website yourcommunityfoundation.org. Zoological Society
of the Palm Beaches
Funded by the John D.
and Catherine T. MacArthur Fund
As part of our 2013/2014 program, the
Community Foundation made a grant to fund
the organization’s Water Conservation
Project. The grant will replace three of the
facility’s water pumps that service many
of the animal exhibits’ water features such as waterfalls and pools.
This will reduce the ecological load on the aquifer by saving over
one million gallons of water per year. The project will also be used
as a teaching model for K-12 students at the nearby Renaissance
Charter School at Summit. The Zoo’s water usage will be studied as
a model and students will help to make decisions about how the
water footprint can be reduced. They will study the old pumps and
run water tests on inflow and outflow before- and after-installation of
the new pumps. They will also participate in the design of inspiring
educational signs about water conservation that will be placed on
Zoo grounds.
This grant was the highlight
of our first community
luncheon of the season on
November 7 at the Center
for Philanthropy. Nearly
50 guests joined us and
enjoyed a presentation
by Andrew Aiken, president
and CEO of the Palm Beach
Andrew Aiken, Brad Hurlburt and J.B. Murray Zoo & Conservation Society.
“ One of the strengths
of any community
foundation is its local
knowledge. We look for
gaps in nonprofit funding
and try to fill those needs
through our grantmaking.
For example, our housing
initiative focused on
building, providing or
preserving affordable
rental housing in the
community. Research
shows that renting
property is a critical step
for homeless residents
to get back on their
feet, and to ultimately
becoming a home
owner. We have invested
in several projects that
will address this issue
with tangible results.”
- DEBBIE PUCILLO,
Immediate past chair
Milagro Music Program
Funded by the Mosaic Fund
The economically disadvantaged population served by Milagro
Center in Delray Beach statistically averages only a 60% high school
graduation rate. Numerous studies show the positive impact that arts
education has on children, especially economically disadvantaged
and English-learning students. The Community Foundation’s
2013/2014 grant has helped create a structured music program at
the Center that will help students develop a true relationship with
their chosen instrument. The goal within 6 months to a year of
Brad Hurlburt, Barbara Stark and
instruction is to create small ensembles and/or a band that will
Sanjiv Sharma
perform at events in the community. It will also give the children the
foundation they need to pursue music in high school and beyond.
Photo credit: Tracey Benson Photography
Meet
Alyssa
Goodall
2013/2014 Grant Highlights
Photo credit: Tracey Benson Photography
The Community
Foundation
has nearly
students high
100 scholarship funds
schools
established by donors who
are committed to education,
and often named in the memory
of a loved one. The organization has awarded
$7.5 million in scholarship grants since 1983, and
helped 1,700 students, making it one of the largest
providers of scholarships in the two counties.
Students are evaluated by an advisory committee
of board members and community volunteers
based on a written application, test scores, grade
transcripts and interviews. The 2015 scholarship
application process in now closed and we are
reviewing applications. All applicants will be
notified of next steps in the spring.
The Community Foundation is one of the largest grantmakers in the region. The majority of our
annual grants are directed by donors to the causes they care about. Additional grants are made
possible through Community Impact Funds, which are established by philanthropists who have
entrusted the Foundation to identify and address critical issues and community needs. These grants
are awarded through an open and competitive application process. We are currently in the process
of collecting and reviewing proposals for our 2014/2015 grant cycle. The funding priorities for this
year’s competitive grants are affordable housing and neighborhood revitalization, arts and culture
and the environment.
Barbara Stark, executive director of the Milagro Center, was our featured guest at our community
luncheon in Boca Raton on January 9. After her presentation, our donor and fundholder Sanjiv
Sharma shared a heartfelt story about the importance of philanthropy, the causes he cares about and
the ways he works with the Community Foundation. Where Are They Now? Scholarship Alumni
Mercedes Young graduated cum laude from the University of
Florida in 2012. She earned a degree in telecommunications
with a specialization in business management and a minor in
theatre. The Martin County High School graduate was a 2009
recipient of the Bradley Collins Memorial Scholarship, a fund
at the Community Foundation. She currently has family in
Stuart and Palm Beach.
After college, Mercedes relocated to Los Angeles, Calif. to
pursue her lifelong dream of acting. In just a few short years, she has had roles
in several television shows and films, including Tosh.0, Deadly Sins, SyFy’s 2
Headed Shark Attack, and was most recently cast in the WEtv show Match
Made in Heaven that premiered in February.
Even though acting is her first love, there was an entrepreneurial spirit burning
inside of her that she could not ignore. Mercedes lost her grandmother to breast
cancer in 2009. She was not only her confidant, her disciplinarian and her
best friend, but she was also her beautician. Mercedes’ grandmother owned
a hair salon where she would go and get her hair “pressed and curled” every
Saturday. Using her grandmother as inspiration, she started her own company
called WeShair, LLC, a website that compiles a list of barbers and hairstylists
based off GPS location and highlights ratings, reviews and photos.
Mercedes plans to launch the website in the next few months and is currently
raising money to build a phone application and for marketing efforts. She has
also launched a fundraising campaign to honor her grandmother by donating
wigs to women who have lost their hair during their battle with cancer.
You can find more information at www.gofundme.com/weshair.
A retirement
asset like an IRA
Leave a Lasting Legacy
What kind of legacy will you leave? A
bequest is perhaps the easiest and most
tangible way to leave a lasting impact
on the people and organizations that
mean the most to you.
How do you do it?
With the help of an advisor, you can
include language in your will or trust
specifying a gift to be made to the
Community Foundation as part of your
estate plan. A bequest can be made in
several ways:
• A dollar amount
• A specific asset
• A percentage of your estate
• The residue of your estate
What are the benefits?
A charitable bequest can enable you
to help the community long after you
are gone. It can also help you save on
estate taxes by providing a charitable
deduction for the value of the gift.
With careful planning, your family can
also avoid paying income taxes on the
assets they receive from your estate.
We encourage you to discuss this
option further with your legal or
tax advisor, or contact Danielle
Cameron, VP for Personal and Family
Philanthropy, at 561.340.4503 or
[email protected].
or 401(k) makes an
excellent bequest
to charity. If your
IRA were given to
your family, much
of the value would
be depleted through
estate and income
taxes. By designating
the Community
Foundation as the
beneficiary of part
or all of your IRA,
the full value of your
gift is transferred
to us tax-free when
you pass away, and
your estate receives a
charitable deduction.
This also applies to
insurance policies.
Sold-Out Seminar
Addresses Best
Strategies for
Estate Planning
The Community
Foundation teamed
up with United
Way of Palm Beach
County and the
Florida Atlantic
University
Foundation to
host the inaugural
Wealth & Estate
Natalie Choate and event
chair Lanny Marks
Planning Seminar
in November in Boca Raton. The sold-out event
featured a presentation by Natalie Choate,
renowned speaker, author and of counsel for
Nutter in Boston. The seminar reviewed the
best strategies in estate planning for close to
300 attorneys, accountants, insurance and
wealth advisors. Lead sponsors were BB&T, Life
Audit Professionals and Regions Private Wealth
Management. Planning is already underway for
the 2015 event. Stay tuned for details. Non-Profit Org.
us Postage
paid
Ft. Lauderdale, fl
Permit# 3973
700 S Dixie Highway
Suite 200
West Palm Beach, FL 33401
Board of Directors
Sherry S. Barrat
Anson M. Beard, Jr.
Ray S. Celedinas
Lore Moran Dodge
George T. Elmore
Kathleen B. Emmett
Bradley A. Hurlbut
Kathleen J. Kroll
Andrew Kushner
Christina M. Macfarland
Elizabeth ‘Libby’ Marshall
Peter Matwiczyk
Lawrence J. Miller
Lisa M. Morgan
J.B. Murray
David G. Ober
Virginia H. Smith
Caroline B. Sory
Douglas A. Stockham
Christopher W. Storkerson
Steven A. Templeton
Roy J. Zuckerberg
Officers
Chair
J.B. Murray, Chair
Vice Chairs
Douglas A. Stockham
Lawrence J. Miller
Treasurer
Steven A. Templeton
Secretary
Peter Matwiczyk
Immediate Past Chair
Deborah Dale Pucillo
President / CEO
Bradley A. Hurlburt
office 561.659.6800 fax 561.832.6542
web yourcommunityfoundation.org
facebook /cfpbmc twitter @cfpbmc
Community Foundation and United Ways
Join Forces for Second Year to Host
Join Us For
Great Give
Palm Beach & Martin Counties
Last Year’s Event Raised
$2.2 Million for 330 Local Nonprofits
The Great Give is a 24-hour online giving event led by the
Community Foundation, United Way of Palm Beach County and
United Way of Martin County designed to raise as much money
as possible for local nonprofits in a single day. Anyone can be a
philanthropist by making a donation on GreatGiveFlorida.org from
May 5 at 5 p.m. until May 6 at 5 p.m.
recently by the
Goldcoast PR Council
with two Bernays
Awards for the public
Every gift made during the 24-hour period
will be multiplied by additional dollars from
a bonus pool being raised by the Community
Foundation. Cash prizes will be awarded
to participating nonprofit organizations
throughout the day to keep things fast-paced
and exciting!
Great Give Palm Beach & Martin Counties
is open to all eligible nonprofits in our
two-county area. Nonprofit registration is
now open on GreatGiveFlorida.org. The
deadline to register is March 30. Join us!
We were honored
relations efforts
around Great Give
2014. We won in the
Charity Campaign
of the Year category
PR mavens Lexi Savage
of United Way of Palm
Beach County and the
Community Foundation’s
Jennifer Sullivan celebrate
last year’s success
and also received
a special Judge’s
Award. Thank you for
the recognition!
Annual Luncheon
A Celebration of Philanthropy in Palm Beach and Martin Counties
Wednesday, June 3, 2015
11:30 a.m. – 1:30 p.m. Kravis Center for the Performing Arts
Eunice and Julian Cohen Pavilion
Honoring Will Matthews
for his contributions to our community.
TICKETS | $65 per person
Table Sponsorships Available. Contact Kati Erickson
at 561.340.4508 or [email protected]