The Community Foundation of North Texas

2010Giving Guide encouraging charitable giving in our community

PhilanthropyWithPurpose

2

During 2010, the Board embarked on an ambitious plan to broaden the scope and use of the Foundation, building on the steady growth and stewardship of the last three decades.

In the years ahead, you will find the Community Foundation has become a greater force to help good people do great things.

Our plan includes:

• enhanced services to our donors and fundholders;

• services for professional advisors in order to assist them as they help their clients with philanthropic planning;

• an emphasis on making it easy for donors to create permanent legacies for charities and causes close to them;

• in-depth understanding and support of local nonprofits so that these important resources receive philanthropic and community-wide investments of funds and expertise.

We hope you’ll join us – find your cause, and use the Community Foundation to make your giving tax-wise and heart-smart.

Nancy E. Jones President/CEO

Ann D. LoudenChair, Board of Directors

OurPurpose: YourPhilanthropy

3

2010 Board of DirectorsAnn Louden, ChairTCU, Office of the Chancellor

Phillip McCrury, Vice Chair Shannon, Gracey, Ratliff & Miller, LLP

Shirlee Gandy, SecretaryRPM Commercial Real Estate

H. Michael Reese, TreasurerHighside Capital Investments

Larry AutreyWhitley Penn, LLP

Mike BerryHillwood Properties

Bill Dismuke Dismuke, Waters, & Sweet, P.C.

Chris HuckabeeHuckabee & Associates

Marty LeonardCommunity Volunteer

Brian NewbyCantey Hanger, LLP

Elaine Petrus Community Volunteer

Gail Williamson RawlCommunity Volunteer

Rusty ReidHigginbotham & Associates, Inc.

Pollard RogersCantey Hanger, LLP

Chair EmeritiJeff AlexanderInvestments

Tom CravensBanking

Allen HodgesThe Hodges Companies

Leland HodgesThe Hodges Companies

Ed KeltnerRetired

Bill LandrethInvestments

Garland Lasater Investments

Nick MartinInvestments

Community Foundation StaffNancy E. JonesPresident/CEO

Melissa Saniuk, CPAVice President, Finance

Kristen BorgScholarships Coordinator

Vicki AndrewsOperations Manager/Donor Relations

Paula HallGrants Administrator

Our heartfelt thanks to the past members of the Board of Directors for 30 years of vision and energy to establish and grow the Community Foundation of North Texas.

Not Pictured: Larry Autrey, Rusty Reid and Jeff Alexander.

2010 Board of Directors

Carol Alexander • R. G. Alexander • Louise Appleman • Paul H. Brandt* • L. O. Brightbill • Ronald W. Clinkscale Robert Decker • Ben Doskocil, Sr. • Carol W. Dunaway • Crawford Edwards • Robert Ferguson • Pete Geren

Marcus Ginsburg* • R. B. Kelly III • Joseph D. Macchia • Robert C. Mann • Joseph Monteleone • Clifton Morris James R. Nichols • Wade T. Nowlin • Joe K. Pace • Robert Patterson • John Pergande • Bruce Petty

Alann Bedford* • Alann Bedford Sampson • Edgar Schollmaier • Earle A. Shields • Lynda ShropshireHerman J. Smith* • Brian Stebbins • John M. Stevenson • Bruce Street, Sr.* • Douglas A. Stroud • Vernell Sturns

Cliff Taylor Jr. • George S. Walls • Lloyd J. Weaver • Sally Werst-McKeen • Phillip Williamson • David York Homer Dowd, past President *deceased

3

The McFadden Legacy

Power ofEndowed PhilanthropyWe think it’s important to honor those who serve others – especially those who have far-seeing philanthropy.

Mrs. McFadden passed away in 1965, but she made sure that her legacy lived forever. In 1985, assets from her trust were distributed among 35 charities and institutions, including $12.6 million to the Community Foundation to benefit 13 local charities. Boy Scouts - Longhorn Council

Camp Fire USA - First Texas Council

Cassata Learning Center

Child Study Center

Fort Worth Country Day School

Girl Scouts - Circle T

Meals on Wheels

Nolan Catholic High School

Lena Pope Home

Salvation Army

Tarrant Area Food Bank

Trinity Valley School

Union Gospel Mission of Fort Worth

The Ella C. McFadden Beneficiaries

1985 – Original gift . . . . . . . . . . . . . . . . . . . . $12,600,000

Grants awarded to 13 named charities to date . . $20,780,000

2010 – Current value at 12/31/10 . . . . . . . . . . . $27,903,000 (2010 Value to keep pace with inflation . . . . . . . . . . . $25,741,800)

4

5

Over 100 friends of the Foundation attended the ToolBox Grant celebration where $330,000 was awarded to 30 area non-profit organizations.

“Don’t judge each day by the harvest you reap, but by the seeds you plant.” – Robert Louis Stevenson

Grant SpotlightStressed by the demands of the economic downturn, local nonprofit organizations were delighted to receive grants for internal improvements from the Community Foundation’s 2010 ToolBox Grants.

The Foundation called these “ToolBox Grants” because they were designed to build up the capacity of organizations to serve for the long term.

The Community Foundation pa r t nered w it h pr ivate foundations, trusts and donor advisors to grant $330,000 for operational improvements.

Thanks to:• Nick and Louella Martin

Charitable Fund, CFNTx• The Amon G. Carter

Foundation • The Ann L. Rhodes and Carol

Greene Rhodes Charitable Trust, Bank of America

• The Thomas M., Helen McKee & John P. Ryan Foundation

• William E. Scott Foundation

The fol low i ng Com mu n it y Foundation funds participated by choosing to support specific ToolBox Grants.

Donor Advised• Buzz and Ruth Brightbill

donor advised fund • The Hodges donor

advised fund • Ben and Mary Frances

Doskocil donor advised fund

Endowments• Youth Assistance Fund • Alann P. and Charles F.

Bedford Endowment Fund• The Hazel Vaughn Leigh

Youth Fund• Verna B. and John B.

Stubbs Fund • The Community Foundation

All Purpose Fund • The Maurine Goodrich Fund

How to Use the Community Foundation

Find your causelLet us carry-out your philanthropic plans

Customize your fund

2

3For more support, tools and strategies for donors, visit our website at www.cfntx.org

Decide how your values and interests relate to how you give and what causes in the community are important to you and your family.

The Community Foundation of North Texas provides a locally governed, efficient vehicle where donors can establish philanthropic funds according to their interests and preferred involvement.

Gifts to funds established by donors receive maximum tax deductions, share in audit and investment costs, and benefit from the efficiencies of joint administration.

We make giving rewarding and convenient by offering you choices. You can open a fund using a variety of assets, and our ability to customize your fund makes it easy for you to give, no matter what your philanthropic priorities.

Donor Advised Funds: Donor Advised Funds are charitable funds for donors seeking active involvement in grantmaking. Donors – and their successors, if desired recommend grants from their fund to support nonprofit organizations.

Designated Funds:The donor designates a specific charitable organization as the perpetual recipient of the earnings from the endowment fund, knowing that if the charity ceases to exist, another charity serving the same needs will benefit from the endowment.

Administration fee: 85 basis points (0.85%) annually (lower fees on funds over $5 million)

Investment options: Liquid, balanced, or equity oriented

Minimum fund size: $25,000

Implement now and later4

Involve your family5

Once you’ve established and named a fund, we handle the administration — saving you time, money and energy.

Often, donors choose to first establish a donor advised fund which gives them the advantage of a private foundation without the cost and fees associated with one. Later, many donors also choose to endow their funds to ensure long-term benefit to their causes or favorite charities.

Many charitably minded people have worked with their professional advisors to create funds in the Community Foundation for administering charitable gifts in their wills and IRA’s.

The Community Foundation of North Texas involves your family in your giving and offers opportunities to learn about local issues and effective giving strategies. Together we are building a healthy community and the next generation of philanthropists.

as a Vehicle For Your Charitable Giving

Field of Interest Funds:Donors who want to target a cause or a specific community close to their heart choose a Field of Interest fund. Simple and flexible, this type of fund always remains relevant since the most effective charities doing work with the cause or in the named community receive annual distributions.

Other Funds:Talk to us about scholarship funds or unrestricted endowments – we can craft the fund that meets your desires and serves your community.

Investment managers: Luther King Capital Management; Commonfund, Inc. (other investment options are available for large funds.)

Online access to your fund: www.cfntx.org

Fund agreement samples: online at www.cfntx.org 7

For more support, tools and strategies for donors, visit our website at www.cfntx.org Types of Funds to Consider

8

AGENCY DESIGNATED FUNDSThe Clariden School FundUnited Way Barnett Shale FundUnited Way Legacy FundUnited Way Legacy II FundWomen’s Fund of UWTC

DISCRETIONARY & FIELD OF INTEREST FUNDS

Alann P. and Charles F. Bedford Endowment Fund

Hazel Vaughn Leigh #2 - Youth FundCommunity Foundation All

Purpose FundCommunity Foundation

Administration FundVerna B. and John B. Stubbs FundYouth Assistance Fund

DONOR ADVISED FUNDSDiana Andrus Charitable FundBearden Family Charitable FundBertha FundBonnell Family Charitable FundMr. and Mrs. L.O. Brightbill, III FundMark Bynum FundHarnest Chavern Charitable FundVirginia and Lester Clark

Charitable FundWhitfield J. Collins Charitable FundColonial Country Club Charitable FundComponent Fund 00175David Cornwall Charitable Fund*Kathy and Royce Craig Charitable FundRichard K. and Lois B. Craig

Family FundCravens Family Fund*Sue Stubbs Cutler Charitable FundDeese Family FundNorman and Monika Dewar

Charitable FundSara and Buddy Dike Charitable FundDan Dipert Family FundBill and Paula Dismuke Charitable Fund

Ben and Mary Frances Doskocil Advise and Consult Fund

Doss Foundation Fund*Keith and Jane N. Dunavant

Charitable FundCrawford & Mary Jane Edwards

Charitable FundJennie Beth and Cass Edwards Charitable FundThe Sandra and Henry Estess FundThe Faith FundRobert A. & Jane W. Ferguson

Charitable FundBruce and Janice Feuerhelm Donor Advised Fund*Fleetwood Memorial FundFort Worth ISD Excellence Fund* Fort Worth ISD Young Women’s Fund*Gabehart Family FundShirlee J. and Taylor Gandy

Charitable Fund*Robert and Nancy Ginsburg

Charitable FundElliot and Heather Goldman

Charitable FundMaurine V. Goodrich FundJeanne and Roy J. Grogan Charitable FundGWR Foundation FundCraig Hanking FundRobert and Linda Herchert

Charitable FundHigginbotham Community Fund*Ann and Lee Hobson Family FundHodges FundAllen and Janet Hodges CCG FundTracy E. Holmes FundHuckabee Community Excellence FundScott Hudelson Family Donor

Advised Fund*Alice James Memorial FundRoss and Nancy Jones Charitable FundJoshua FundKeene Family FundGail W. and W.A. Landreth, Jr. Charitable Fund

The Landreth Foundation* Mollie and Garland Lasater

Charitable FundEllison and Edward Lasater

Charitable FundMartha V. Leonard FundLGR Foundation Community FundManning Family FundNicholas and Louella Martin

Charitable FundCurt and Bonnie McClymond

Charitable FundMcKibben Family FundWilliam and Sherrie McLeRoy FamilyLindy Miller Foundation for Junior GolfElton and Betty Montgomery

Charitable FundSally P. and Scott W. Mooring, III Charitable FundClifton H. and Sheridan C. Morris FundMorris Charitable FundBrian and Amy Naughton

Charitable FundNettune Family FundJim & Billie Nichols Charitable FundLila M. & James N. Patterson, Jr. FundWilliam C. Perry and Paul A.

Nelson FundPeters Family FundEd Pitchford Charitable FundMary Stewart Ramsey Family Charitable FundJane Rector Charitable Fund*Mike and Betty Reese Charitable FundMolly and Rusty Reid Family FundDarrell L. Rogers FundJo Helen & Rocky Rosacker FundScott and Cathy R. Sheffield

Charitable Fund* Virginia Street Smith Charitable FundEd and Ruth Storms Charitable FundBruce and Virginia Street

Educational FundMalcolm B. Street Donor Advised FundVirginia Owens Street Fund

Funds in the Community Foundation

We offer donors the experienced guidance they need, with the flexiblity they desire.

Examples of our Grants

Hollis and Donna Sullivan Charitable Fund

George C. and Sue W. Sumner FundTraupe-Martchenke Family FundTrinity Works Charitable Fund*Susan and Marc Vice Charitable FundFleta Ricks Walls Family

Charitable FundJohn and Frances Wasilchak

Charitable FundJohn Wells and Sharon McCulloch

Wells Charitable Fund*Doris C. and Harry K. Werst

Charitable FundFrances M. & Clayton B. Willis Charitable FundMargaret Mann Wilson FundJulie and Gary Wilson Charitable FundJack W. & Paula J. Winter

Charitable FundPaul P. Zanowiak Charitable Fund

DONOR DESIGNATED FUNDSArlington Police Foundation FundBadge and Shield FundGraham Fort Belknap Archives FundPaul H. and Cleo Brandt FundRonney Courtney Trust FundFort Worth Nature Center and

Refuge FundEdward L. Sr., Thelma M. and Edward

L. Jr. Harvey Fund for Christ’s Haven for ChildrenLewis F. Kornfeld, Jr. Charitable FundLeonard Museum FundFaith Knaffle Mallory Charitable FundJames R. Mallory Charitable

ContributionElla C. McFadden Charitable TrustTarrant County One Hundred ClubTexas Pediatric Surgery FundPier 1 Associates

Disaster Relief FundPlayground Unlimited

Maintenance Endowment

Radio Shack Disaster Relief Fund

Charles D. Robertson Charitable Fund – Red Cross

Charles D. Robertson Charitable Fund – Humane Society

SCHOLARSHIP FUNDSAlyson Adams Scholarship Fund

Holly Bowden Memorial Scholarship Fund

Chesapeake Scholarship Fund

Greenville High School Class of 1957

H.O.P.E. Farm Scholarship Fund

Dwain H. Hughes Memorial Scholarship Fund

I Have A Dream - General Scholarship Fund

James Earle Johnson Scholarship Fund

Ione Buckner McAlister Charitable Fund

Mary Catherine Moody Scholarship Fund

Earle North Parker Scholastic Award Fund

Susan Lewis Patton Memorial Scholarship

Hugh K. & Jeanne Roe Scholarship Fund

John and Frances Wasilchak Scholarship Fund

Joe Watson Scholarship Fund

*denotes new funds

During 2010, the Community Foundation distributed more

than 1600 grants totaling $8.5 million. From donor advised, designated and

unrestricted funds, grants were awarded to a broad

group of organizations serving education, social service,

health, religious and cultural needs of our community.

A sample of these grants includes:

Arts Council of Fort Worth and Tarrant County

Audubon TexasBoys and Girls Club

Cancer Care ServicesChrist Chapel Bible Church

Community StorehouseDoctors without Borders

Fort Worth ISD Programs of ChoiceFunding Information Center

Kids Who Care, Inc.Mission Arlington

The Parenting CenterPresbyterian Night Shelter of

Tarrant CountySafeHaven of Tarrant County

Texas Ballet TheaterUnited Way of Tarrant County

Tarrant Area Food BankThe Warm Place

World Vision International

For a list of the ToolBox Grant recipients visit www.cfntx.org

9

10

Making a Difference for the Community

Professional Advisor Cabinet

Joel Sawyer is the 2010 Professional Advisor of the Year, an honor awarded for his support of the Foundation’s mission and vision. Upon learning of his selection, he said, “I work with and admire so many professional advisors in Fort Worth, many of whom have mentored me over the years,” Sawyer said. “I am honored to have my name added to this distinguished list of advisors.”

When he was asked to describe the Foundation in four words, he simply said: “Building a better community.”

Sawyer was introduced to the Community Foundation 15 years ago when he was serving on a non-profit board. That agency was a beneficiary of the Foundation.

“In more recent years I have had the pleasure to work alongside Nancy Jones with clients that have chosen to establish donor advised funds. These funds are perfectly suited for the needs of most clients,” he said.

Sawyer, who serves and holds leadership positions on a number of local boards and is Managing Shareholder at Bakutis, McCully & Sawyer, P.C., is married to Julie Wilson Sawyer. They have two daughters, Samantha and Sarah.

The Board and staff of the Community Foundation of North Texas deeply appreciates the many professional advisors who recommend the Community Foundation to their clients and who trust the Foundation to serve their clients’ philanthropic goals.

We work with attorneys, accountants, financial planners and other advisors who want to help their clients meet charitable goals. As our partners in philanthropy, these advisors know that planned giving through the Foundation is good for clients and the community.

Phillip McCrury, Chairman

Patrick Admire

Larry Autrey

Marvin Blum

Tracy Bolt

Mike Bourland

William L. Dismuke

Robert Duke

Michael D. Dunlap

Allan Howeth

John Hunter

Lisa Jamieson

Randall Johnson

Kevin Kuenzli

Charles D. Lieser

Charles Milliken

Jeff Myers

David Neal

Dennis Opitz

Travis Ramsey

Pollard Rogers

Joel Sawyer

Dulaney Steer

Rice Tilley Jr.

Lewis Wall III

Gary F. Westenhover

Cynthia L. Williams

10

A Trusted Resource

Statement of Financial Position (Unaudited) | December 31, 2010 and 2009Because of publication deadlines, the 2010 financial information below is preliminary. Audited financial statements will be available on our website and in our office after June 15, 2011. Our 2009 990 is available online.

12/31/2009 12/31/2010Assets:

Cash in bank $296,152 $306,946 Receivables $1,711,074 $138,927 Accrued income $25,696 $23,732 Prepaid expenses $750 $17,303 Investments -Marketable securities, partnerships, other $119,958,256 $135,669,229 -Land & buildings (net) $1,134,782 $1,132,123 -Insurance cash value $347,355 $359,316 Beneficial interest in trust $636,649 $636,649 Property & equipment (net) $28,939 $20,725

Total Assets $124,139,653 $138,304,950

Liabilities and Net Assets:Accounts payable $33,552 $35,335 Grants payable $264,712 $150,396 Deferred revenue $23,592 $9,060 Agency funds $8,955,435 $9,743,828

Total Liabilities $9,277,291 $9,938,619

Fund balances:Donor advised $80,247,956 $90,586,012 Designated $28,674,245 $31,069,667 Field of interest $1,696,454 $1,853,010 Project - $100,000 Operations $357,348 $366,801 Scholarship $3,561,523 $4,048,178

Discretionary $324,836 $342,663

Total Net Assets $114,862,362 $128,366,331

Total Liabilities & Net Assets $124,139,653

$138,304,950

2010 Grants: $8,540,000

2010 Gifts: $6,240,000

The Community Foundation is here to make your charitable giving easy, efficient and more impactful.

306 W. Seventh Street, Suite 850Fort Worth, Texas 76102

Nonprofit Org.

US postage

PAIDPermit No. 1600

Fort Worth, Texas

OurPurpose: YourPhilanthropy

For more information, visit www.cfntx.org or reach us by phone at 817-877-0702.