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2012 - 2013 ANNUAL REPORT

COMMUNITY

FOUNDATION

of G R E A T E R J A C K S O N

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TABLE OF CONTENTSMeet the 2012 - 2013 Board of Trustees and CFGJ Staff .….….….… 4-5

2012 - 2013 Financial Highlights ….….….….….….….….….….….….… 6-7

Nonprofit Partners ….….….….….….….….….….….….….….….….….… 8-9

Governor’s Mansion Art Restoration Project ….….….….….….… 10-11

New Funds ….….….….….….….….….….….….….….….….….….….… 12-13

Donor Advised Funds ….….….….….….….….….….….….….….….….… 14

Designated Funds .….….….….….….….….….….….….….….….….….… 15

Scholarships, Awards and Field of Interest Funds ….….….….….….… 16

2012 - 2013 Grants ….….….….….….….….….….….….….….….….….… 17

2012 - 2013 Membership ….….….….….….….….….….….….….….… 18-20

Memorials & Honoraria/Golden Key Society ….….….….….….….… 21

The Legacy Society ….….….….….….….….….….….….….….….….….… 22

OUR MISSIONThe Community Foundation of Greater Jackson is a nonprofit, community corporation created by and for the people of Hinds, Madison and Rankin counties. We help charitable donors establish permanent giving funds that reflect individual philanthropic interests while also making a long-term, positive impact on our community. And we serve our nonprofit partners by managing and growing their endowment.

In other words, we connect people who give with needs that matter.

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STAFF

BOARD OF TRUSTEES 2012-13

Susan E. FrazierDirector of Member Services

Jackie P. BaileyChief Operating Officer

Jane C. AlexanderPresident and CEO

Dawn C. UpchurchDirector of Finance

Since 1994, the Community Foundation of Greater Jackson has been a

leader in central Mississippi philanthropy, connecting donors, nonprofit

organizations, community leaders and business professionals to serve

the needs of our community. We are proud to be an integral part of our

community landscape.

CHAIR: Luther OttVICE CHAIR: Tommy DarnellSECRETARY: Jane HiattTREASURER: Alveno Castilla

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OF TRUSTEES 2012-13Hogan E. AllenManaging Member H. Allen Associates, PLLC

Alveno N. CastillaAttorneyButler Snow

Tommy DarnellPresident – Hinds County Division, BancorpSouth

Jane Crater HiattRetired Arts Administrator Community Volunteer

Paul McNeillVice President Merrill Lynch

Mike McReePresidentInvestek, Inc

W. Hibbett NeelPresident Neel-Schaffer, Inc.

Rev. Luther S. OttEpiscopal PriestFarmer

Worth Hal ThomasLobbyistWT Consultants

Jon C. TurnerPartnerBKD, LLP

Lee UngerDirector of Administration City of Jackson

Judy WienerRetired Attorney Community Volunteer

Dudley WooleyPresident and COO Ross & Yerger Insurance, Inc.

Rita WrayDeputy Executive Director MS Department of Finance & Administration

Wirt Yerger Jr.Chairman Emeritus Ross & Yerger Insurance, Inc.

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CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED MARCH 31, 2013 AND 2012

2013 2012REVENUE, GAINS AND OTHER SUPPORT Contributions $ 4,955,591 2,901,901 Interest and Dividends 797,365 495,443 Realized and Unrealized Gains on Investments 1,438,847 (310,122) Other 49,188 34,318

Total Revenue, Gains and Other Support 7,240,991 3,121,540 EXPENSES Program Services 2,546,181 2,390,824 Supporting Services Management and General 87,982 78,959 Fund Raising 29,947 25,239

Total Supporting Services 117,929 104,198

Total Expenses 2,664,110 2,495,022 Change in Net Assets 4,576,881 626,518 Net Assets, Beginning of Year 23,924,240 23,297,722

Net Assets, End of Year $ 28,501,121 $ 23,924,240 CONSOLIDATED STATEMENTS OF FINANCIAL POSITION MARCH 31, 2013 AND 2012 2013 2012ASSETS Current Assets Cash $ 196,013 $ 137,883 Money Market Funds 3,812,780 2,835,081 Other 108,916 101,715

Total Current Assets 4,117,709 3,074,679 Investments in Marketable Securities 28,728,041 24,714,017 Other 256,372 361,832

Total Assets $ 33,102,122 $ 28,150,528 LIABILITIES AND NET ASSETS Current Liabilities Amounts Held for Others under Agency Transactions $ 4,601,001 $ 4,220,533 Grants Payable - 5,755

Total Current Liabilities 4,601,001 4,226,288

Net Assets 28,501,121 23,924,240

Total Liabilities and Net Assets $33,102,122 $ 28,150,528

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COMMUNITY FOUNDATION OF GREATER JACKSON, INC.

REVENUE, GAINS AND OTHER SUPPORTContributions: includes all gifts made to CFGJ during the year including gifts to Donor Advised Funds, Designated Funds, and other Funds, as well as gifts made to the Community Foundation’s operating fund. The change in net assets from 2012 to 2013 is largely due to one gift to a Donor Advised Fund when the donor closed a family foundation and transferred the assets to CFGJ.

EXPENSESProgram Services: describes grants made by the Foundation on behalf of all its funds, including the Community Trust Fund. The Community Trust Fund, which is an endowed fund, is CFGJ’s only unrestricted fund. Grants from the CTF are made through a competitive process, and are limited to 5% of CTF’s balance each year. CTF grants comprise only $110,000 of the more than $2.4 million granted this year by the Community Foundation.

Supporting Services: includes salaries and other operating expenses indirectly related to the Foundation’s granting tasks.

CFGJ’s operating expenses for the year were just under $475,000, less than 14% of total expenses and less than 2% of total assets.

ASSETSWhile many of the Community Foundation’s assets are invested in pooled funds at Medley and Brown, CFGJ does have accounts with 13 other investment advisors who manage the investments of specific Funds. The threshold for suggesting an outside investment advisor for your fund is $250,000.

FINANCIAL HIGHLIGHTS

At left are condensed financial statements for the fiscal years ended March 31, 2013 and 2012… Copies of our Form 990 and financial statements audited by HORNE LLP are available on our website at www…cfgj…org… Paper copies are available upon request to the Foundation at 525 E… Capitol Street, Suite 5B, Jackson, MS 39201…

OPERATING BUDGET AND GRANTS vs

TOTAL ASSETS

n Operating Budget - 1.8%

n Grants - 8%

n Assets - $33,102,122

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The Foundation is honored to hold the endowments of these distinguished nonprofits – our Nonprofit Partners.Resources are dedicated by the Foundation to promote their work and ensure their future by working with each organization to increase their endowment through capital campaigns

and planned giving. By creating professionally managed endowments and taking on the related administrative and investment responsibilities that can consume valuable resources, the Foundation strengthens our Nonprofit Partners.

THE

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NON PROFIT PARTNERS

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Fine Mississippi craftwork that once graced the Governor’s Mansion is being lovingly

restored and repurposed through a multi-year partnership between the Community Foundation, the Mississippi Arts Commission, and artist Fletcher Cox.

Commissioned during the administration of Governor Ray Mabus to showcase the quality of the state’s craftwork, these pieces are now being brought back to the public eye, thanks to the initiative of former Arts Commission director Malcolm White and artisan Fletcher Cox.

White had heard a rumor that there was artwork from the Mansion being stored at the Department of Archives and History. A chance meeting with Mississippi Archives and History Director Hank Holmes confirmed this as more than an urban myth. Custody

of the craft pieces was transferred from MDAH to MAC, and White decided to see if the pieces could be returned to public view.

White spoke to Fletcher Cox, a wood craftsman, and the original coordinator for the Mansion project. Cox was excited to take part in the restoration, but money was an issue. Mississippi Arts Commission rules prohibit an organization receiving an operating grant from MAC from applying for project grants. And few people would donate money directly to the State of Mississippi for such an endeavor – a nonprofit partner needed to be found. Enter the Community Foundation of Greater Jackson. State monies could be parked in a designated fund at CFGJ, and charitable contributions could be added to performing the inventory of the pieces, determining what could be salvaged, devising a work plan and,

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ultimately, restoring the works themselves. Under Cox’s direction, several of these pieces have already found new life after spending years virtually forgotten in storage. To date, architectural elements by Pearl River Glass have been reworked and are on display at both the Mississippi Craft Center and the Mississippi Museum of Art. Carved wooden columns by Cox and a woven metal piece by Diane Dixon have also found new public homes.

Cox is happy to be a part of the restoration of some of the best of Mississippi craftsmanship, a project which he was involved in from the beginning.

“It was so stressful getting everything

into the mansion on time, that it’s the only time I’ve ever had a penalty clause in a contract, which means I had to give up some of my fee for every day it was late.

I lost sleep over that,” he remembers. “I was not able fully to appreciate what our achievement was.” Near the end of the Mabus administration, though, Cox attended a party at the Governor’s Mansion and was struck. He marvels, “I was able to look at it all again with fresh eyes and think, ‘whoa, we did pretty damn good here.’

“And it’s been wonderful to be able to resurrect it. It’s such a hopeful feeling to have something that I thought was dead and in the ground come back to life.”

G OV E R N O R ’S MANSION ART RESTOR ATION PROJECT By Susan Frazier

Photos by Suzi Altman

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FUNDS

WINTER LECTURE FUNDTwo anonymous donors opened the Elise and William Winter Lecture Series Fund at Millsaps College in honor of the former governor and his wife. Established with an initial $100,000 gift, the fund will provide annual support for the lecture programs at the college.

“Millsaps College is deeply grateful to the donors,” said President Rob

Pearigen. “We at Millsaps believe that our location in the heart of the capital city of Mississippi provides us with the opportunity and responsibility to bring important topics and speakers to the public attention. We’re especially pleased and honored to have our name linked with that of Elise and William Winter through this major gift to the Community Foundation.”

MAGNOLIA BAR FUNDThe Magnolia Bar Foundation established the Magnolia Bar Foundation Scholarship Fund to provide scholarships to deserving students interested in a law career. Established in December 2012, the fund will support three separate scholarship programs.

The Community Foundation of Greater Jackson is pleased to welcome our new funds for the 2012-2013 fiscal year: n Jackson Free Clinic Endowment Fund n Living Independence for Everyone Endowment Fundn Mississippi Nurses Foundation Endowment Fundn T. H. Etheridge Fundn Magnolia Bar Foundation Scholarship Fundn Metzner Family Charitable Fundn Slade and Susan Exley Family Charitable Fundn Living Independence for Everyone Endowment Fundn James 1:17 Charitable Fundn Elise and William Winter Lecture Series

Elise and William Winter

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LIFE of MS FUNDThe board and staff of LIFE of Mississippi established the Living Independence for Everyone (LIFE) Endowment Fund to provide long-range support for the nonprofit’s ongoing programs and services for individuals with disabilities.

Founded in 1983, LIFE of Mississippi is headquartered in Jackson with offices in Tupelo, Greenwood, McComb, Hattiesburg and Biloxi. All LIFE offices are directed by boards and staff whose members live with disabilities.

“The purpose of LIFE is to empower people with significant disabilities to be as independent as they want to be,” said Christy Dunaway, LIFE Executive Director. LIFE offers information and referral services, peer support, advocacy and skills training.

NURSES FOUNDATION FUNDThe Mississippi Nurses Foundation (MNF) established the Mississippi Nurses Foundation Endowment Fund in late 2012. The board and staff of MNF will use this fund to provide long-range support for this nonprofit foundation’s ongoing funds and services.

The Mississippi Nurses Foundation’s mission is to raise, accept and disperse charitable donations to promote professional nursing and better health in Mississippi.

Christy Dunaway

Rosalyn Howard

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FUNDSDONOR ADVISED FUNDSThese funds allow generous people the flexibility to give cash, stock or personal property to establish a fund and then to enjoy the benefits of giving to the charities of their choice over a period of months, years or forever.

Brown Family Charitable FundHiatt-Ingram FundJay Wiener FundGaines P. Sturdivant Charitable FundJean and Tim Medley Charitable FundThe Forum FundKane and Betsy Ditto Charitable FundJacquelyn Stahlman FundRenaissance FundThomas M. Blake Charitable Fund #2Donald Richard Hall Memorial FundLarry W. and Pamela B. Edwards Charitable FundAndrew Alexander Irby Charitable FundCharles Lyons Irby Jr. Charitable FundNatalie Read Irby Charitable FundStuart M. Irby Jr. Charitable FundEarle and Irene Jones Charitable FundBooth Family FundKelley and Jean Williams Family FundMMI Hotel Group/MMI Dining Systems Charitable FundWells Marble & Hurst Charitable FundInez Lay Rosenthall Education FundChemFirst/First Mississippi Corporation Charitable Endowment FundErnest Williams Graves and Nancy Chenault Graves Charitable FundCharles and Kate Irby Charitable FundTzedakah Charitable FundMartin H. and Lyllian L. McMullan Charitable FundDean and Ann Blackwell Charitable FundJanet and Luther Ott Charitable FundDr. and Mrs. William C. McQuinn Charitable Fund

Cynthia B. Adams Charitable FundMax Pharr Estate FundJerald Beasley Charitable FundIrby Investments LLC Charitable FundJohn and Lucy Shackelford Charitable FundI Have A Dream Charitable FundStuart M. Irby Jr. Charitable Fund (II)Al Doty Charitable FundLiles Williams Charitable FundAura Neely-Gary Memorial FundThomas G. and Louise H. Gresham Charitable FundRhesa and Claire Barksdale Charitable FundRichard L. Forman Charitable FundJames W. O’Mara Charitable FundStephen W. Rosenblatt Charitable FundJay A. Travis III Charitable FundRuth and Carl Black Charitable FundBarbara and Barry Powell Charitable FundAsoka and Seetha Srinivasan FundMary and Wirt A. Yerger, Jr. Charitable FundWirt and Linda Yerger Charitable FundAlferdteen Brown Harrison Charitable FundC.G. Johnson Family Charitable FundTom Ashworth Charitable FundSusan and Hibbett Neel Charitable FundThe Dowell Family Charitable FundSuzan and J.H. Thames, Jr. Family Charitable FundShornick Family Charitable FundT. H. Etheridge FundMetzner Family Charitable FundSlade and Susan Exley Family Charitable FundJames 1:17 Charitable Fund

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· Jackson/Hinds Library System Endowment Fund

· Nonprofit Management Education Endowment Fund

· Eudora Welty New Play Series Endowment Fund

· Stewpot Community Services Endowment Fund

· Stewpot Community Services Special Opportunity Fund

· Junior League of Jackson/UMC Children’s Cancer Clinic Endowment Fund

· Junior League of Jackson/UMC Children’s Cancer Clinic Special Fund

· Irene T. Jones Charitable Lead Annuity Trust · Mississippi Symphony Orchestra Foundation

Endowment Fund · Mississippi Symphony Orchestra Foundation

Reserve Fund · Foundation For The Mid South

Endowment Fund · Jackson Public Schools Education Foundation

Trust Fund · Jason Darrell Roberson Memorial

Mission Fund · Mississippi Heritage Trust Dorothy

Shaifer Fund · The Women’s Fund Endowment · Thomas M. Blake Fund for the Episcopal

Diocese of Mississippi · Thomas M. Blake Fund for the University

of Mississippi Foundation · Thomas M. Blake Fund for

Vanderbilt University · Lucille Thomas Charitable Fund · Mississippi Opera Association

Endowment Fund · Mississippi Association of Grantmakers Fund · Millsaps Fund · Peggy Mize Fund for the IBC · Zora A. Brown Memorial Fund · Jane Crater Hiatt Mississippi

Invitational and Artist Fellowship Fund · Dorothy and Harold Miller Jr. Charitable Fund · Parents for Public Schools Mississippi

Endowment for Parent Organizing, Leadership and Advocacy

· Elaine and Emanuel Crystal Charitable Fund · Clinton Community Nature Center

Endowment Fund · Mississippi Department of Corrections

Disaster Relief Fund · Mississippi Department of Corrections

Employee Relief Fund · Mississippi Arts Commission Arts

Education Fund · KIDS Fund · Fund for Excellence in the Arts · Thomas G. Ramey and Peggy Huff

Harris Fund

· Mustard Seed Endowment · Mississippi Museum of Natural Science

Foundation Endowment Fund · Greater Belhaven Neighborhood

Foundation Endowment Fund · Greater Belhaven Neighborhood

Foundation Reserve Fund · Governor’s Mansion Art Restoration

Project Fund · Magnolia Speech School Endowment Fund · Peder R. Johnson Charitable Fund · Mississippi Food Network Endowment Fund · Stricker Fund for the benefit of

Community Place · Clinton Library Foundation Endowment Fund · Extra Table · Janet and Luther Ott Fund · Meyer and Genevieve Falk Endowment Fund

for Culture and Arts · Skate MS Foundation · Rebel Athletic Foundation of Mississippi · HeARTWorks Fund · Mississippi Children’s Museum

Endowment Fund · Jere Nash and Holly Wagner Charitable Fund · Jackson Free Clinic Renovation Fund · Shornick Family Charitable Fund · Jackson Free Clinic Endowment Fund · Living Independence for Everyone

Endowment Fund · Mississippi Nurses Foundation

Endowment Fund · Elise and William Winter Lecture Series

DESIGNATED FUNDSDesignated funds are established by or for a particular nonprofit organization and are usually endowed funds. The Community Foundation provides annual support to each nonprofit from its fund.

TOTAL ASSETS BY FUND TYPE

n Designated - 39%n Field of Interest - 6%n Donor Advised Funds - 41%

n Scholarship - 11% n Awards - 3%n Unrestricted - 1%

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SCHOLARSHIPSScholarships Funds are established by organizations wishing to promote study in their particular fields or by families in memory of a loved one.

FIELD OF INTEREST FUNDSThese funds benefit a particular group (such as women and children) or service area (such as education or the arts)

AWARDSOutstanding Educator Awards FundsBill Minor Journalism Prize FundMississippi Historical Society History Teacher of the Year AwardRichard Wright Literary Excellence Award Fund

John Robert Boswell Memorial Scholarship FundDave Cannada Memorial Scholarship FundHarrison Clark Scholarship Awards FundAura Neely-Gary Memorial Scholarship FundAnthony “Tony” Gobar Juvenile Justice Scholarship FundCharles “Chuck” E. Griffin, Jr. Endowed Memorial Scholarship FundBill Hunsberger Scholarship FundMagnolia Bar Foundation Scholarship FundRyan Kirkpatrick Memorial Scholarship Fund

Robert E. Luckett Memorial Scholarship FundRick Ross Madison Avenue Upper Elementary Honorary ScholarshipMae Meriwether Zifcak Girl Scout Scholarship FundMississippi Chapter American Public Works Association Scholarship FundPat Yarborough Memorial Scholarship FundEddie Hodges Scholarship Foundation Trust Endowment FundThomas FundDr. Satnam L. Sethi Scholarship Fund

The Learning ProjectBetty Hunt Williams Charitable FundThe A+ FundJulian and Kathryn Wiener Charitable FundNissan/BankPlus Education Mini-Grant Program

Better Future Endowment for the Education of Young ChildrenMississippi Endowment for the Arts FundMississippi Arts Commission Avery B. Dillie, III Fund for Art AcquisitionAce McNeely Music Fund

FUNDS (CONT.)

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GRANTSThe Community Foundation of Greater Jackson awarded $2.46 million from designated, donor advised, field of interest, nonprofit endowment, scholarship, award and unrestricted funds in the fiscal year 2012-2013. Please visit our website at www.cfgj.org for the complete listing of grants.

n Educational - 28%

n Arts and Culture - 21%

n Health, General - 15%

n Religion - 13%

n Human Service - 11%

n Other - 7%

n Philanthropy - 5%

AMOUNT OF GRANTS BY CATEGORY

n MS Symphony Orchestra -7%

n Stewpot - 6%

n University of Mississippi/ University of Mississisppi Medical Center - 5%

n Goldring/Woldenberg Institute of Southern Jewish Life - 5%

n Jackson Public Schools - 4%

n Mississippi Museum of Art - 3%

LARGEST GRANTEES 2012-2013

GRANTS BY FUND TYPE

n Designated - 45%

n Donor Advised Funds - 44%

n Field of Interest - 5%

n Unrestricted CTF - 2%

n Scholarship/Awards - 1%

These six grantees received 30% of the total 2012-2013 grants of $2,464,095.

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MEMBERS2 0 1 2 - 2 0 1 3

$5,000-$9,999 Anonymous Trustmark National Bank Rev. and Mrs. David Rich, Risen Son FoundationAtmos Energy The Meyer Crystal Family Foundation EastGroup Properties Entergy Jane C. Hiatt, Hiatt-Ingram Fund Janet and Luther Ott Charitable Fund $2,500-$4,999 Mr. and Mrs. J. Kane Ditto Mr. and Mrs. Larry W. Edwards First Commercial Bank Missy and David Hoster Mike McRee Methodist Rehabilitation Center Kathryn L. Wiener Kelley and Jean Williams

$1,000-$2,499 Jane and Brent Alexander Jim and Suzanne Almas Maston L. Ballew, III & C. Brooks Mosley BKD, LLP Thomas Blake Charitable Fund Butler Snow Cal-Maine Foods, Inc. Alveno Castilla Dr. and Mrs. Bill Cooley Mr. and Mrs. James H. Creekmore Tommy Darnell Mrs. John Fontaine Forman Perry Watkins Krutz & Tardy LLP Billie and Al Green Kenneth C. Foose Ray and Monica Harrigill Hederman Brothers Herrin-Gear Autoplex John and Iris Isaacs Jerry Johnson and Louisa Dixon Earle and Irene Jones Charitable Fund Jones Walker Ellen and Eason Leake Betty and Con Maloney Paul McNeill Mercedes-Benz/Porsche of Jackson Metropolitan Bank The Sally and Dick Molpus Foundation Frances and Cooper Morrison Susan and Hibbett Neel

Cynthia and Hugh Parker Barbara and Barry Powell Charitable Fund John and Gayla Purvis Sara and Bill Ray Regions Bank Mr. and Mrs. Julius M. Ridgway Sr. Mr. and Mrs. E. B. Robinson, Jr. Dr. and Mrs. James Q. Sones, II Mr. and Mrs. Leland Speed Asoka and Seetha Srinivasan The Honorable and Mrs. James Sumner Worth Thomas Pam and Jon Turner Mollie and Billy Van Devender Dudley and Julie Wooley

$500-$999 Anonymous Amacker, Inc. Carol Biedenharn Brunini, Grantham, Grower & Hewes, PLLC Lois Clover Toni Cooley Lynn Crystal Tam and Nora Etheridge Mark and Kit Fields Amy and Arty Finkelberg Arthur J. Gallagher Risk Management Dolly and Wesley Goings Bobby Graham and Sharon Martin Joshua Green Mr. Eddie Guillot and Dr. Cris Glick Susan and Macy Hart, Tzedakah Charitable Fund Junior League of Jackson Connie and Tom Kossen Charles R. Lathem Donna Lydick Johnny and Sharon Maloney Melody and John Maxey Mr. and Mrs. Howard L. McMillan, Jr. Selby and Richard McRae Foundation Mississippi Blood Services Mississippi Health Partners Mockbee, Hall & Drake PA Don and Becky Potts Marcelo and Cookie Ruvinsky Jan and Andrew Townes Lee Unger Karen and Paul Varner Watkins and Eager PLLC Mr. and Mrs. Kenny Windham

CORPORATE PARTNERS $10,000+

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Gov. and Mrs. William Winter Wise Carter Child and Caraway Wirt A. Yerger, Jr. Foundation

$200-$499 Anonymous R. W. Aiken Insurance Agency Sidney P. Allen Hogan Allen Betty and John Allin Jim and Carey Armstrong Dr. and Mrs. J. Patrick Barrett Ryan and Sara Katherine BeckettRuth and Carl Black Thorne and Kelly Butler Dr. and Mrs. Ching J. Chen Dr. and Mrs. Alton Cobb Lynda Ann Costas Margaret and Brett Cupples Dr. and Mrs. Suman Das Lisa and Albert Davis John and Laurel Ditto Clarence and Virginia Foreman Gallery 119 Dr. and Mrs. Glenn A. Gentry Harrell Contracting Group, LLC Dan and Betty Hise Dr. G. H. Holloman, Jr. Mr. and Mrs. Thomas Hontzas Ellen and Charles Johnson Peder and Jennifer Johnson Tom and Cathy Johnson Elta and Jim Johnston Lelia and Sam Lane Henry Larose Lefoldt & Company, PA Larry and Mary Anne Lefoldt Julie Levanway Jeanne Luckett and C B Carroll Traci and Paul Maloney Drs. Jim and Gloria Martin Mrs. Richard Miller Mississippi Press Association Luther and Virginia Munford Lesly Gaynor Murray National Awards Inc. Mr. and Mrs. James W. O’Mara George and Carol Penick Anne and Alan Perry Mrs. Ben Puckett Lora and Carlton Reeves Mr. and Mrs. Thomas H. Rhoden Martha Rogers Mr. and Mrs. Stephen Rosenblatt Dr. Albert J. Simon and Margaret C. Barrett-Simon Drs. Deborah and Tom Skelton Bill and Carol Sneed Stewpot Community Services Stella Gray and Phillip Sykes George and Mary Terry Patsy and Dick Turner Al Underwood Mr. and Mrs. O. Edward Wall Wealth Management LLC Mr. and Mrs. Robert Weaver Virginia Webb Cleve and Virginia J. Whitley Judy and Josh Wiener

$100-$199 Anonymous (4) Dr. and Mrs. Barry B. Aden David and Pam Allen Mr. and Mrs. Alex A. Alston Jr. James E. Anderson Nancy Anderson Eleanor and Kevin Anthony Barbara Austin Jackie and Ricky Bailey The Honorable and Mrs. Fred L. Banks, Jr.Jim W. Barfield Mr. and Mrs. John B. Beard David and Diane Blankenhorn Vidal Blankenstein Dr. and Mrs. Richard L. Blount David Bowen Beth Braswell Patsy Caraway Mr. and Mrs. Charles Carmichael David and Victoria Clark Ashley Cole Gary and Becky Conley Jack and Sigrid Conway Bill and Myra Cook Mrs. Clyde X. Copeland, Jr. Mr. and Mrs. York Craig, Jr. Jackson MS Alumnae Chapter of Delta Sigma Theta Sorority, Inc. Edward A. DeMiller, Jr. Claire and Dick Dickerson Mr. and Mrs. Richard W. Dortch, Sr. Mr. and Mrs. James K. Dossett, Jr. Pamela and John Downer Susan and Frank Duke Donna and Brad Dye Episcopal Diocese of Mississippi George and Carol Evans Jan M. Evers Mr. and Mrs. Slade F. Exley Judy and Charles Ferguson Susan Frazier Shirley and Jack Geary Dean and Jane Gerber Dr. Nola K. Gibson Nancy and Spencer Gilbert Dr. Angela M. Gobar Nancy Goldman, LLC Bill and Edwina Goodman Collier and Beth Graham The Rt. Rev. Duncan M. Gray Jr. Dick and Jennifer Hall David and Peggy Hampton Mr. and Mrs. George M. Harrigill Alferdteen Harrison William M. Heller Tish and Haden Hughes Dr. and Mrs. Michael Jabaley Jackson Free Clinic C. G. Johnson Family Charitable Fund Harvey and Kathy Johnson Judge and Mrs. E. Grady Jolly Howard and Susan Shands Jones Cathy Joyner Mr. and Mrs. Vernon King Harriet Decell Kuykendall Linda and Auburn Lambeth Ann Lauman T.W. and Julia Lewis Susan Lindsay Gwen and Bill Lynch Andrew and Barbara Mallinson

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Dr. and Mrs. Raymond S. Martin, Jr. McCoy House for Sober Living Sharon McDonald, MD Dr. Leslie-Burl McLemore and Betty A. Mallett Carolyn S. McLendon Pat and Susan McNease Martha Neal McQuinn Mr. and Mrs. Thomas F. McRee Hal and Dot Miller Gloria and Bill Minor Don and Mary Sue Mitchell Jennifer Moffitt Mr. and Mrs. Williams Morris, Jr. Jeannie Mullen Betsy and Bill Nation Frances Jean and Walter Neely Dr. and Mrs. Howard Nichols Walterine P. Odom Beth and Steve Orlansky Britton and Bryan Owen James A. Peden, Jr. Mr. and Mrs. Ben Piazza, Jr. Barry and Barbara Plunkett Linda and Michael Raff Drs. Seshadri and Sybil Raju The Ramey Agency Karen and Hugh Redhead Mr. and Mrs. Steven G. Rogers Dean and Mrs. James H. Rosenblatt Kevin and Linda Kay Russell Mark and Debbie Saxon

Linda Shelton Lou Shornick Mary Elizabeth and George Smith Sarah Posey Smith St. Andrew’s Episcopal School June Stevens Charu Subramony E. Anthony Thomas Laura and Cliff Torrence Linda Trifone David M. Trigiani, FAIA United Way of the Capital Area Dawn and Ray Upchurch Ward Van Skiver Marilyn and George Vockroth Waller Brothers, Inc. Tricia and Alan Walters Roy and Mary Evelyn Ward Cecile and Bill Wardlaw Dr. W. Glenn Watts Rev. and Mrs. Dolphus Weary Ginger and John Weaver Dr. and Mrs. Lamar Weems Mr. and Mrs. Warner Wells Jr. Richard Wilbourn and Associates, PLLC Mr. and Mrs. J. Kelley Williams, Jr. Elise and Tommy Williams Dr. and Mrs. William B. Wilson Dan and Kathy Woodliff Rita Wray Dr. and Mrs. Allen Yates

MEMBERS (CONT.)

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THE GOLDEN KEY SOCIETY

Hogan E. Allen , H. Allen & AssociatesAlex A. Alston, Jr. Nancy L. Anderson, New Perspectives, Inc.Fred L. Banks, Jr., Phelps Dunbar LLPCecil Brown , Medley & Brown Financial AdvisorsDonna W. Bruce , BKD CPAs & AdvisorsLarry H. Bryan , Diversified TrustGeorge Butler, Grantham Poole Certified Public AccountsJames K. Dossett, Jr., Baker, Donelson, Bearman, Caldwell & Berkowitz, PC A. M. “Eddy” Edwards III, Wells Moore Simmons & EdwardsRichard M. Fountain Lynne K. Green , Brunini Law FirmDavid B. Grishman, Jones WalkerThomas E. Guillot, Jr., Morgan Stanley Smith BarneyPeder R. Johnson, BKD CPAs & AdvisorsRonald I. Loeb , Butler Snow Sharon Maloney, Maloney & Associates

Leonard C. Martin, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Tim Medley , Medley & Brown Financial AdvisorsRoger E. Muns , Wealth Management, LLCJeremy Nelson, Pinnacle TrustWilliam S. Painter , Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Larry Peeples , Blackstone Financial Group, Inc.Peyton Prospere , Watkins & Eager, PLLCBetty Lou Reeves, BKD CPAs & AdvisorsJohn Howard Shows, Shows Powell PLLCJay Travis, III , Butler Snow Bobby Van Devender , Fred T Neely & CompanyWard Van Skiver, Raymond James Financial Services, Inc.J. Paul Varner , Butler Snow Pat Vivier, Pat Vivier Financial Group, LLCMartin E. Willoughby , Butler Snow James E. Wood , Eubank & BettsR. James Young , Wells Marble & Hurst

MEMORIALS & HONORARIAIN MEMORY OF DR. WALLACE CONERLYDr. Deborah S. Minor

IN MEMORY OF RUTH HISE ONEYMr. Mike McRee

IN MEMORY OF NANCY CHILDMissie Craig

IN MEMORY OF DARYEL DUNAWAYChristy DunawayMetropolitan BankDot and Hal MillerMr. and Mrs. Harold D. Miller JrAmacker, Inc.

IN MEMORY OF BETTYE EDWARDSMr. James AndersonMs. Shari Schneider

IN HONOR OF JAMES L. BARKSDALE AND MURRAH CLASS OF 1961Judge and Mrs. Rhesa H. Barksdale

IN HONOR OF DR. RICK DESHAZODr. Deborah S. Minor

IN HONOR OF UMMC MEDICAL STUDENTS WHO WORK TIRELESSLY TO MAINTAIN THE JACKSON FREE CLINICDr. Thais B. Tonore

IN HONOR OF REV. LUTHER S. OTT, CHAIRMAN OF THE BOARD OF CFGJSarah Katherine and Ryan Beckett

IN HONOR OF LUTHER OTTFrances Jean and Walter Neely

IN HONOR OF REV. MICHAEL ATHEYDr. Stephen Stray

IN HONOR OF JUDGE DANNY GUICEJanie and Danny Guice, Jr.

IN HONOR OF MRS. PAT GILLILANDDot and Hal Miller

IN HONOR OF MR. AND MRS. HAL MILLER, JR.Dot and Hal Miller

IN HONOR OF MRS. WILLIAM YOUNGBLOODDot and Hal Miller

IN HONOR OF MRS. WOOD CAVETTDot and Hal Miller

IN HONOR OF WIRT YERGER, JR. for the impact he has made on our nation, our state and our community foundation!Pam and Jon Turner

IN HONOR OF TIM MEDLEYBeth Braswell

IN HONOR OF DR. AND MRS. TED J. ALEXANDERJane and Brent Alexander

The Golden Key Society is compromised of professional advisors who have worked with their clients to establish charitable funds at the Community Foundation.

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Anonymous (2) Kane and Betsy Ditto Jan Magee Evers Mrs. Meyer Falk Angela M. Gobar Nan G. Goodman Lora and Charles Griffin Peggy Huff Harris Jane and Wood Hiatt Bill Hunsberger FamilyNellie B. Hutchison Andrew A. Irby Charles L. Irby Jr. Natalie R. Irby Stuart M. Irby Jr. Peder R. Johnson Angelina G. Kitchens Mrs. Ray Layton Jeanne Luckett Dr. and Mrs. Raymond S. Martin Jr.

Jean and Tim Medley Dot and Hal Miller Jan and Billy Mounger Jeannie Mullen Susan and Hibbett Neel Janet and Luther Ott Ken Roberson Inez Lay Rosenthall Mr. and Mrs. Joe Ruck Dr. Satnam Sethi Family Seetha and Asoka Srinivasan Lucille B. Thomas Mr. and Mrs. Mat Thomas Suzanne and Pat Vivier Holly Wagner and Jere Nash Wells Marble & Hurst Fund Julian and Kathryn Wiener Jean and Kelley Williams Linda and Wirt Yerger Slade and Susan Exley

The Legacy Society recognizes those who have included the Foundation in their wills or other deferred giving plans or who have established permanent funds at the Foundation…

Become a member of this very generous and forward thinking group by leaving a bequest to the Community Foundation… Join us!

THE LEGACY SOCIETY

ACKNOWLEDGMENTS 2012-2013 ANNUAL REPORTPhotographs by Gib Ford, Suzi Altman and Paul SmithDesign by MADdesignPrinted by Hederman Brothers Printing

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2012 - 2013 ANNUAL REPORT

COMMUNITY

FOUNDATION

of G R E A T E R J A C K S O N