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2012 Annual Report
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give. serve. lead.
C R E A T E F O U N DA T I O N n A N N U A L R E P O R T 2 0 1 2
It’s what we do together.
1972-2012
Board Officers (L to R)
Greg Pirkle, Vice ChairmanEddie Prather, Secretary
Robin McCormick, TreasurerTommy Tomlinson, ChairmanMike Clayborne, President
Sandy Williams, Past Chairman
Our Story1972-2012
Forty years ago, our founder
George McLean had a dream
that working together we
could help make life better for
all the people in our region.
By pooling our resources, we
could create a lasting legacy
of innovative and progressive
leadership for our region. To-
day, nearly $100 million later,
we can declare that dream a
reality. Your gifts have made a
significant difference.
At the 40 year mark, we
can look back and count
our successes: programs
launched, scholarships grant-
ed, social services improved,
leaders developed, and people
of all ages better trained and
educated. What a difference
your gifts have made!
This is the first 40 years
of what promises to become
an even greater organization.
Thank you for being part of
our history. Thanks to those
who planted seeds, to those
who believed in the dream
of our founders, and to those
who have faithfully persisted
in serving, in giving, and in
supporting our foundation.
You are the real heroes, and
we celebrate your successes
of the past 40 years and look
forward to an even brighter
future together.
Tommy Tomlinson,
Chairman
Mike Clayborne,
President
“We must help
all people achieve a decent standard of living.”
George McLeanCREATE Inaugural Meeting, 1972
CONTENTS
Forty Years of Giving
1972-2012 2-9
Directors 10-11
Affiliate Funds 12-15
Forty Years of Leadership
The Commission 16-18
Marchbanks Fund 19
Toyota Fund 20-21
Donor Advised Funds 22-23
Endowments 24-25
Forty Years of Service
McLean Awards 26-27
Supporting Organizations 28
Scholarships 29
NEMYF 30-31
Financial Report 32-33
George A. McLean1904-1983
1972
1976 A $27,000 grant was awarded to Wood
Junior College.
“We cannot build a better world on a foundation of ....
CREATE’s net assets beginning in
1972 were $1,492. By 1979, as-
sets had grown to $912,122.
2 www.createfoundation.com
1979to
1973$100,000 was raised locally for the
development of the Ole Miss Tupelo
Campus.
1972French Camp Academy received a $27,000
grant.
....poverty, ignorance, poor health and spiritual indifference.”
George McLean,CREATE
www.createfoundation.com 3
1980“If a child doesn’t learn to read and compute at the beginning of his education....
1987 $125,000 was given to the Lee County Library.
1983 A $75,000 grant was given to start AEE,
the Association for Excellence in
Education.
1988 A $17,000 grant was given to the Yocona
Area Council Boy Scouts of America.
4 www.createfoundation.com
1989to
“If a child doesn’t learn to read and compute at the beginning of his education....
....he is handicapped forever.”George McLean, 1979
1980’s $255,289 was given for the Lee County Teacher Reading Aide
Program. This grant made it possible for every child to receive
at least three hours of reading instruction daily which resulted in
all students reading at or above the national norm on the CAT.
1985 A $35,000 grant was given
to the Tupelo Community
Theater.
1985 A $15,000 grant was given to Habitat for Humanity.
By 1980, assets were $1.2 million.
By 1989, assets had reached $12.9
million.
www.createfoundation.com 5
19901997
The Community Affiliate pro-
gram was established by Keirsey
McLean with a $1.5 million
challenge grant that included
a $750,000 Journal, Inc. gift.
CARE (Corinth Alcorn Reaching
for Excellence) along with
TARGET (Tippah and Ripley
Growing Excellent Together)
were the first two community
affiliates established.
“I can do something where I am...
1997-1999 The Boys and Girls Club of North-
east Mississippi received grants
totalling $65,000.
By 1999, CREATE assets had
reached $16.2 million.
6 www.createfoundation.com
1999to
1995 The Commission on the Future
of Northeast Mississippi was
formed to help lead community
development in the region. Its
53 volunteer members are from
the 17-county region CREATE
serves.
...and light a candle
rather than curse
the darkness.”George McLean, 1979
1990’sThe Family Resource Cen-
ter received grants totalling
$151,000. The Family Resource
Center provides free services
that support healthy family
development.
www.createfoundation.com 7
2000
2001 The Northeast Mississippi Youth Foundation was established to help students
understand the impact of giving back to their communities. The NEMYF en-
dowment fund is now more than $84,000.
“We should be trying to inspire our young people that life does not consist of the abundance of posses-sions...
CREATE assets had reached
$28,308,904 by 2000. By 2012,
assets had reached $64,560,166.
2010 The $50 million Toyota Education En-
hancement Endowment Fund was estab-
lished to benefit students and educators in
Lee, Pontotoc, and Union counties. Toyota
will donate $5 million a year for ten years.
8 www.createfoundation.com
2012to
..but the life you
have lived, the service
you have rendered”
George McLean, Founder
2005 The $8.7 million Marchbanks Endow-
ment Fund was established by the estate
of John Marchbanks, a native of Shan-
non, Mississippi. John and his wife,
Frances, wanted to help improve the
lives of the people of this region. Since
2005, nearly $1.2 million has been dis-
bursed in grants from the Marchbanks
Fund.
2009 Author Elaine Dundy left more than $600,000 to the CREATE Foundation.
Dundy became friends with local Elvis historian Roy Turner in 1981. Their
friendship resulted in the Elaine Dundy and Roy Turner Endowment for the
Arts.
www.createfoundation.com 9
forty years of
Johnny L. “Chip” CranePresident
F.L. Crane & SonsFulton
John CreekmoreAttorney
Creekmore Law Office, PLLCAmory
Billy CrewsVice President
Teach For AmericaOxford
David L. Beckley, Ph.D.President
Rust CollegeHolly Springs
W. G. “Mickey” HollimanRetired Chairman
Furniture Brands InternationalTupelo
DirectorsFor forty years, the CREATE
Foundation Board of Direc-
tors has been committed to serv-
ing all the people of our region.
All of the directors are community
leaders and volunteers with keen
insight into regional needs and
opportunities. Many share experi-
ence and expertise in financial and
legal matters. They are donors
themselves, demonstrating that
their commitment extends to shar-
ing their own financial resources.
The caliber of CREATE’s leader-
ship is often a key reason for donor
confidence in the foundation.
CREATE Founders
George A. McLean1904-1983
Anna Keirsey McLean1906-2000
Directors Emeritus
Felix Black1917-2003
Jim Ingram1930-2006
James Hugh Ray1927-2007
J.C. Whitehead1921-2004
10 www.createfoundation.com
Gloria Kellum, Ph.D.Retired Vice Chancellor for
University Relations, UMOxford
Bobby P. MartinChairman of the Board,
The Peoples Bank Ripley
Eddie PratherConsultant
The Excellence GroupTupelo
Melvin C. Ray, Ph.D. Associate Vice President
for Economic DevelopmentMississippi State University
Starkville
Jack Reed, Sr.Chairman
Reed’sTupelo
Octavious IvyClinical/Support Services
NMMCTupelo
Cathy RobertsonExecutive Vice President
BancorpSouthTupelo
serving others
Greg PirkleAttorney
Phelps Dunbar, LLPTupelo
Ormella Cummings, Ph.D.Chief Strategy Officer
North Mississippi Health ServicesTupelo
Kenny DillRetired
West Point
Hassell H. FranklinCEO
Franklin CorporationHouston
Betsey HamiltonCommunity Volunteer
New Albany
Clay FosterPresident, Publisher, & CEO
Journal, Inc.Tupelo
Robin McCormickPartner
Watkins, Ward & Stafford, PLLCWest Point
Robin McGrawChairman & CEORenasant Bank
Tupelo
Buddy MontgomeryPresident
First National Bank of PontotocPontotoc
Aubrey PattersonChairman of the Board
BancorpSouthTupelo
Ronny RowlandManager
Prentiss County Electric Power Association
Booneville
David RumbargerPresident & CEO
Community DevelopmentFoundation
Tupelo
Tommy TomlinsonDivision President Renasant Bank
Starkville
H.L. “Sandy” Williams, Jr.President
Coca Cola Bottling Works Corporation
Corinth
www.createfoundation.com 11
Guy Mitchell, IIIBoard Counsel
Mitchell, McNutt & Sams, P. A. Tupelo
forty years of
12 www.createfoundation.com
FIRST Foundation, the CREATE af-
filiate for Itawamba County, received
the 2012 James Hugh Ray Community
Affiliate Award. The award commemo-
rates James Hugh Ray’s many contribu-
tions to our region and to the CREATE
Foundation. Mr. Ray served with loyalty
and integrity on both the Journal and
CREATE Boards and became the legal
architect and advisor for establishing the
CREATE Foundation. Like Mr. Ray,
FIRST (Friends of Itawamba Respond-
ing to Secure Tomorrow) Foundation
has distinguished itself as an organization
of integrity. Established in 2008, FIRST
Foundation continues to impact Itawam-
ba County with significant contributions
to the ICC Tuition Guarantee Program,
the Itawamba Symphony Project, the
Harden House (home for girls), and Food
Pantries East and West. FIRST also
placed defibrillators in all area schools,
provided hygiene packs to all classrooms,
and gave to many other worthy projects.
FIRST Foundation Receives the James Hugh Ray Award
www.createfoundation.com 13
For forty years, the Foundation has worked to improve the region through community development. Establishing the Community Affiliate program in 1997 created a vehicle for strengthening regional development. The program provides support for individual counties in our region that want to start their own community foundation. To help affili-ates get started, CREATE provides a $100,000 matching grant for communities raising $2oo,ooo in unrestricted endowed funds. Affiliates also enjoy the advantages of financial management and staff support to help fulfill their local goals. Twelve community affiliates are currently in this program.
Affiliate Endowment Balances
Alcorn County-CARE $1,246,053.24Corinth-Alcorn Reaching for Excellence
Calhoun County $229,929.31Calhoun County Endowment Fund
Chickasaw County-PACE $409,997.73Partners in Achieving Community Excellence
Clay County $1,047,864.29West Point Community Foundation
Itawamba County-FIRST $573,973.25Friends of Itawamba Responding to Secure Tomorrow
Lafayette County-LOFT $636,308.82Lafayette/Oxford Foundation for Tomorrow
Lowndes CountyLowndes Community Foundation
Monroe County $305,324.93North Monroe County Community Fund $162,944.42South Monroe County Community Fund $142,380.51
Oktibbeha County-SOAR $301,101.80Starkville-Oktibbeha Achieving Results
Tippah County-TARGET $333,453.53Tippah and Ripley Growing Excellent Together
Union County-UNITE $496,643.45Union County/New Albany Initiative to Excel
Community Affiliates
Attendees at CREATE’s annual Fall Summit are encouraged to light a candle in our re-gion by making a difference in their communities. Representatives from all 17 counties CREATE serves attended the event. (Top left) Jason Wallace, FIRST Foundation Chair-man, and other members of FIRST, accept the James Hugh Ray Community Affiliate Award.
This past October, Lafayette Oxford Foundation for Tomorrow (LOFT) began partner-ing with the Yoknapatawpha Arts Council (YAC) to host a wine-tasting fundraiser, 3 Blind Wines. Teams compete in the fundraiser by placing their favorite wines in a taste test against other teams’ wines. Teams sample the wines and vote for their favorite, with the team whose wine receives the most votes winning one bottle of all the other teams’ wines. “The arts council is a great partner,” says Laura Moore Parkinson, ex-ecutive director of LOFT. LOFT recently received new grant applications from groups with projects designed to impact all ages and people in Lafayette County.
CommunityAffiliate BoardsALCORN (CARE)
Hull DavisClayton StanleyThomas L. SweatFred Joe Vann, Jr.H.L. “Sandy” Williams, ChairKenneth WilliamsMona Lisa Grady, Executive Director
CALHOUN
Randy BakerJim BlueJohn G. Burt, Co-chairJoel McNeeceMartha MartinLorna ReifersMelany ShankleMichael WatkinsEric WeeksBill Williams, Co-chair
CHICKASAW (PACE)
Frank AlfordAlford BellTom ByrneBetsy CollumsHassell FranklinBobby Mooneyham, ChairRayburn ParksHarry RobinsonBob ScottGary StatenHope Stanz, Executive Director
CLAY (WEST POINT)
Dewel BrasherJimmy BryanKenny DillRobin McCormick, ChairLouise Campbell, Executive Director
ITAWAMBA (FIRST)
Catherine AdamsPatti Davis BennettJoey CoxLaken DobbsRomona EdgeTeresa FloydJulia Grimes
Ginger HowellSid KirkseyMatt KlineGeorge MarquisTeresa McNeeceLuke MontgomeryBrian QuinnJeffrey StrunkJason Wallace, ChairBryan WilsonCindy Wilson
LAFAYETTE (LOFT)
Ben BoltonBette ButlerMichael Joe CannonWalt DavisTimka DavisAnne FairJulie FieldDotsy FittsTeresa FlauttSam HaskellRichard HoworthJean Jordan, ChairJacqui LearLane McCluerCaroline McIntoshEd MeekMike MitchellJane Kerr NanceRobert PaineRoy PercySusan PhillipsMary Sharp RaynerKen RutherfordLisa SpragginsMolissia SwaneySherry WallJulie YosteLaura Parkinson, Executive Director
LOWNDES
Alma W. TurnerBain NickelsBarbara BigelowBirney ImesBobby HarperBrenda HowardCharlie BoxJohn T. FrazierHelen PridmoreJim DavidsonJohn JonesMary AlexanderNancy Carpenter
Perrin SmithRob GrahamStevan BlackStewart StaffordTom Buckley
NORTH MONROE
Mary BaxterJohn ClinganMary Lib FrancisArt GentrySteve GreenhawDottie Haney, Vice ChairBo MillerGeneva MoonLarry PalmerDr. Len Pinkley, ChairTony PossDeborah RogersAngie StevensSam Stevens
SOUTH MONROE
Doris BlanchardPatsy ClaxtonNan CorbellJames Edwards, Jr.Lavon Fluker-ReedMartin HansonSusan HoneycuttBradley LipseyLeon ManningGreg MillerKathy Seymour, ChairBetsy Kahl, Executive Director
OKTIBBEHA (SOAR)
John Robert ArnoldOmis AvantLarnzy CarpenterDora HerringPat LaneJim LytleFenton PetersBuddy StaggersNellah Taylor, ChairCharles E. WeatherlyMartha WellsRoss WilliamsJan Eastman, Executive Director
TIPPAH (TARGET)
Dean CavinessTaj ColomVon CoombsBob Glover, Co-chairMelissa Harrison, Co-chair
Jim JacksonBeverly MoffitDuane Bullard, Executive Director
UNION (UNITE)
Mike AlefJack BrownJames (Bo) CollinsChuck CooperJoe DavisCathy GarrettJay Herrington, ChairBobby MoorePhil MorrisThad MuellerEleanor RayRodney ShandsBill SmallwoodAnne J. StephensTravis Wiseman
Collette Cross, Executive Director
14 www.createfoundation.com
Serving others through region-
al community development
has been an important goal of
the Foundation for forty years.
Our Community Affiliate pro-
gram was established to pro-
vide a development vehicle
for individual counties in our
region. CREATE supports 12
community affiliate programs
in eleven counties. Please con-
sider serving your community
by volunteering at your local
community affiliate. If you are
interested in establishing an
affiliate program in your coun-
ty, please contact the CREATE
Foundation at 662.844.8989.
give. serve. lead.
regional impact
Bobby Harper, a long-time banker and commu-nity leader was recently elected to the CREATE Board of Directors. He currently serves as Senior Vice President and Business Development Officer at Renasant Bank in Columbus.
CREATE Expands to IncludeLowndes County
In October, the CREATE Board of Directors voted to expand the service area of the Foundation to include Lowndes County. In its 40
year history, the service area has been expanded only one other time when Oktibbeha County was added in 2001. With the addition of Lowndes County, CREATE now serves 17 counties with a total population of 550,000. John Jones, President of the Lowndes Community Foundation, announced that his organization’s board of directors has voted to become an affiliate of the CREATE Foundation.
Five people from Lowndes County have recently been elected to key po-sitions within the foundation. Bobby Harper (pictured left) was elected to the CREATE Board of Directors.
Four new members of CREATE’s Commission were also recently elected by the CREATE Board. Nick Ardillo, Allegra Brigham, Birney Imes, and Hilbert Williams were named to multi-year terms.
After Lowndes Com-munity Foundation be-came CREATE’s twelfth community affiliate, John Jones, president, expressed his anticipa-tion of great things to come for Lowndes County and CREATE.
www.createfoundation.com 15
forty years of
(Above) Dr. Mark Keenum, President, Mississippi State University, and Dr.
Dan Jones, Chancellor, University of Mississippi, joined forces to form the
MSU-UM Task Force on Regional Devel-opment. The Task Force seeks to create change for our region through improv-ing the education and economic levels
of north Mississippi residents.
(Right) The CREATE Board recently elected four new Lowndes
County members for its Commission on the Future of Northeast Mississippi.
Nick Ardillo, Allegra Brigham, Birney Imes, and Hilbert Williams (not pic-
tured) were named to multi-year terms.
16 www.createfoundation.com
For the last forty years, the Founda-tion has worked to unite the region
through effective, collaborative leadership. Established in 1995, the Commission on the Future of Northeast Mississippi func-tions as the program arm of CREATE. Its purpose is to strengthen regional unity through community development. To achieve its purpose, the Commission stud-ies regional data, identifies key issues, sets regional goals, and recommends solutions to the issues being addressed. Its 53 volun-teer members are from the 17-county region that CREATE serves. The Commission’s overall goal is to dramatically increase the region’s per capita income. Over the last five years, the Commission has focused most of its time and energy on initiatives that are designed to improve educational quality and attainment.
DROPOUT PREVENTION SUMMIT
The sixth annual summit was held in Feb-ruary with almost 30 school districts and communities represented. The audience heard innovative approaches to dropout prevention, including high quality early
education programs, the concept of using graduation coaches, an innovative tuto-rial program championed by Three Rivers PDD and its partners, and an effective eco-nomic education program.
EARLY CHILDHOOD SUMMIT
The Commission has a history of support-ing the development of high quality early childhood programs. The Commission has utilized Marchbanks Fund grants to support Baby Steps in Okolona, MSU’s Early Childhood Institute, and Mississippi Building Blocks.
Awareness of the importance of this issue is growing in Mississippi. To help focus more attention on this critical issue, the Commis-sion sponsored an early childhood summit in Tupelo on September 19. The summit attracted participants from colleges, uni-versities, public schools, child care centers, and regional leadership. A leading national expert on early childhood, Steve Suitts of the Southern Education Foundation, was the keynote speaker.
MSU-UM TASK FORCE
Both universities’ top administrators con-tinue to work on joint initiatives designed to improve the quality of life in our region. The most recently announced effort was the creation of the Mississippi Excellence in Teaching program which is designed to attract top honor students to careers in teaching in our state. Over the next five years, 100 honor freshmen at each university will be selected to the program which fea-tures full scholarships and extra program-ming designed to produce a steady stream of outstanding Mississippi teachers.
STATE OF THE REGION
Transportation Com-missioner Mike Tagert, education consultant Dr. Mike Ward, and national business leader Jim Barksdale (pictured left) highlighted the annual State of the Region meet-ing which focuses on raising awareness and suggesting solutions for key issues.
A printed report contain-ing key regional data is distributed at the meet-ing. County reports are placed online for easy access, as well.
The Commission on the Future of Northeast Mississippi
www.createfoundation.com 17
regional unity
COMMISSION MEMBERSAlcorn
Gary ChandlerJohn Mercier
Clayton StanleyBenton
Senator Bill StoneGlossie Terry
CalhounJohn Burt
Lisa McNeeceChickasaw
Patsy GregoryBill Smith
ClayKenny Dill
Eddie LongstreetItawambaB.J. Canup
Dr. David Cole, Jr.Lafayette
Bea DanielsDr. Gloria Kellum
Randy LeisterLee
Grace ClarkBilly Crews
Glenn McCullough, Jr. (Chair)Guy Mitchell, III
Judge Rickey ThompsonMarshall
Dr. Gemma BeckleyMayor Andre DeBerry
Sarah SawyerMonroe
Skip MilesDr. Lavon Fluker-Reed
Jean PinkleyOktibbeha
Rhonda KeenumTerry Kemp
Dr. Tommy StevensonPontotoc
Phyllis Ford HighJudge James L. Roberts, Jr.
PrentissDr. Johnny AllenRonny Rowland
TippahDuane Bullard
Kyle SmithTishomingoGreg PharrMike Webb
UnionBetsey Hamilton
Phil MorrisAt Large
Hassell FranklinBobby Martin (Vice Chair)
Denotee MartinEddie Prather
Bill RenickEmeritus
Jack Reed, Sr.Sandy Williams
UniversityAndy Mullins, UM
Kyle Steward, MSU
TUITION GUARANTEE
PROGRAM
The Commission’s Tuition
Guarantee Program provides
two years of tuition-free col-
lege at one of four area com-
munity colleges.
In 2012, the fifth class of
community college fresh-
men took advantage of the
Tuition Guarantee Program,
an idea that first surfaced in
a 1996 Commission meeting.
Roughly 2600 students from
15 counties were covered
during the 2012 fall semester
by this program in the four
community colleges serving
our region. Students in the
program from Lee and Monroe
Counties also received a book
allowance.
The Commission and the
CREATE board have endorsed
the concept of expanding this
into a Mississippi-wide state-
funded program.
The Early Childhood Summit featured Gilmore Foundation Executive Director Danny Spreitler who explained why it
takes a village to educate our children.
18 www.createfoundation.com
Helping others is the heart of our mis-sion. For forty years, CREATE has
been a vehicle for charitable giving joining with others from our region to help pro-vide opportunities that might otherwise be impossible.
John Marchbanks, a native of Shannon, Mississippi, believed in giving back to his community. He maintained a deep love for the area where he grew up, although he had not lived there for more than 60 years. John and his wife, Frances, desired to help others overcome their problems, misfor-tunes and handicaps, and to assist them in helping themselves to achieve better lives and become productive citizens. In 2005,
Mr. and Mrs. Marchbanks left a gift of $8.7 million to benefit the region.
GrantsIn 2012, grants were given to three Shan-
non High School graduating seniors in
the form of a scholarship. Other grants
were given to support the following: the
Community Development Foundation,
the United Way Back-to-School Resource
Fair, the Itawamba Community College
Foundation, Inc., LIFE (Living Inde-
pendence For Everyone), the Shannon
Community Walking Track, and the Lee
County Excel by 5 Coalition.
The Lee County Tuition Guarantee program is also supported by a March-banks grant in the amount of $150,000. The Lee County Tuition Guarantee program provides two years of tuition-free college at Itawamba Community College.
In 2012, more than $265,000 in grants was awarded from the John and Frances Marchbanks Endowment Fund.
We believe Mr. and Mrs. Marchbanks would be very pleased with the impact their gift is making to help others improve their lives.
helping others
John and Frances Marchbanks Endowment Fund
forty years of
(L-R) Shannon High School Seniors Courtney Floyd, Chickory Copeland, and Aaliyah Donaldson were each selected to received a $5,000 Marchbanks col-lege scholarship May 10, 2012.
www.createfoundation.com 19
forty years of Toyota Education Enhancement Endowment FundThe commitment of Toyota to estab-
lish a $50 million endowment over ten years at CREATE Foundation is one of the most extraordinary gifts to support public education in the history of our state. Toyota asked CREATE to do three things: 1) ensure a $50 million endowment will be in place at the end of ten years; 2)use the earnings of the fund to enhance public education in Lee, Pontotoc, and Union counties; 3) spend the money fairly and equitably among the counties.
CREATE established an advisory com-mittee to make recommendations to the CREATE Board on ways the money should be spent. Advice was sought from the eight school districts in the counties and from other education experts around the country.
Curriculum Audit & Tool Kit Development
The first education enhancement project was a curriculum management audit con-ducted by Phi Delta Kappa (PDK) Inter-national. Each of the eight school districts in the PUL Alliance Counties participated. As a result of the audit, a select group of English I & II teachers and curriculum direc-tors from all eight districts met regularly to develop a curriculum tool kit for teachers that aligns with state testing. Similar plans have been made for each subject area. Feedback from teachers involved in this project revealed that they felt this was the best professional development they had ever experienced.
Model Schools Conference
The Toyota Committee helped sponsor travel and registration costs for teams from each of the school districts in Lee, Pontotoc, and Union counties to attend the conference in Orlando this past June. The conference high-lights cutting-edge schools that are ahead of the curve in preparing for the Common Core State Stan-dards, Next Generation Assessments, and teacher evaluations based on student performance.
Forum on the Future of Education
With more than 1200 in attendance, Dr. Bill Daggett, Director of the International Center for Educational Leadership, led the Forum which was held at the BancorpSouth Arena in October 2012. Dr. Daggett explained the coming education changes, the impact they will have on curriculum and instruction, and ways that the nation’s most rap-idly improving schools are preparing to meet those challenges successfully. This event resulted from the school district teams’ attendance at the Model Schools Conference in June 2012.
20 www.createfoundation.com
innovation
The Wellspring Center for Professional Futures
Finding innovative solutions to the challenges that face our region has been an integral part of CREATE’s history. Motivating students to stay in school and graduate continues to be a challenge for our region. We believe the Wellspring Center will provide the kind of motivation and enhancement our students need to succeed both now and in the future. The Wellspring Center is a high-school level advanced career center. The Center will ex-pose students to professional careers through innovative teaching and hands-on learning.
Toyota Education Enhancement Endowment Fund Advisory Committee
Reggie CollumsPontotoc, Mississippi
David Copenhaver Tupelo, Mississippi
Doug FormbyVice President AdministrationToyota Motor Manufacturing Mississippi, Inc.Blue Springs, Mississippi
Mike StatenBNA BankNew Albany, Mississippi
Ex-Officio Members
Greg PirklePartner, Phelps Dunbar, LLPTupelo, Mississippi
Dr. Lynn HouseInterim State Superintendent of Education Jackson, Mississippi
Committee Advisors
Dr. Larry Anderson Founder/DirectorNational Center for Technology Planning Tupelo, Mississippi
Mike Clayborne President, CREATE FoundationTupelo, Mississippi
Dr. Chuck GarrettSenior ConsultantWellspring Center for Professional FuturesNew Albany, Mississippi
Common Core Seminar
Dr. Bill Daggett and other representatives from the International Center for Leadership in Education led a day-long seminar to help the PUL region educators better understand the impact of the Common Core State Standards. The Common Core Standards have been adopted by 45 states in the nation and implementation has already begun in several states. The Common Core Standards provide a consistent, clear understanding of what students are expected to learn so that teachers and parents know what they need to do to help them. The standards are designed to be robust and relevant to the real world, reflecting the knowledge and skills that our young people need for success in college and careers.
www.createfoundation.com 21
fort
y ye
ars o
f Donor Advised FundsANONYMOUS FUND
ANNA MIZE ADAMS AND PAUL LOUIS ADAMS ADVISED FUND
SAM AND SALLEY AGNEW ADVISED FUND
JOHN R. AND MARY FICKLIN ARNOLD ADVISED FUND
AT&T ADVISED FUND
MR. AND MRS. ALAN BANK ADVISED FUND
BECKLEY FAMILY ADVISED FUND
ALFORD AND SHELIA BELL ADVISED FUND
SARA AND MONTGOMERY BERRY ADVISED FUND
BIRTHDAY CLUB ADVISED FUND
ROBERT AND JANE BLACK ADVISED FUND
MRS. CAROLYN BOGGAN ADVISED FUND
JAN BOTTS ADVISED FUND
DR. AND MRS. DAN BRASFIELD ADVISED FUND
MRS. ELIZABETH ANN BROWN ADVISED FUND
THE LARRY BROWN ADVISED FUND
BULLARD FAMILY ADVISED FUND
MR. AND MRS. JOHN G. BURT ADVISED FUND
CARL BUSH ADVISED FUND
FRED BUSH, JR. FAMILY ADVISED FUND
THE BYRNE CPA CHARITABLE ADVISORY FUND
CAROL BYRNE CHILDREN’S ADVISED FUND
CABELL DONOR ADVISED FUND
LOUISE CAMPBELL ADVISED FUND
CARDIOLOGY RESEARCH LLC CARE FUND
CARLOCK TOYOTA ADVISED FUND
CHAD AND MARY MARGARET CASE ADVISED FUND
DR. AND MRS. DOUG CLARK ADVISED FUND
MR. AND MRS. MIKE CLAYBORNE ADVISED FUND
COCA-COLA BOTTLING WORKS – C.T.L. CHARITABLE FUND
DR. AND MRS. JOHN DAVID CREWS ADVISED FUND
MR. AND MRS. WILLIAM L. CREWS ADVISED FUND
CUMMINGS FAMILY ADVISED FUND
DALRYMPLE FAMILY ADVISED FUND
FRANK AND AMY DAVIS ADVISED FUND
JUDY AND BOB DAVIS ADVISED FUND
MR. AND MRS. WILLIAM HULL DAVIS ADVISED FUND
MR. AND MRS. WILLIAM H. DAVIS, JR. ADVISED FUND
ALBERT DELGADILLO ADVISED FUND
KENNY AND ANNA DILL ADVISED FUND
BILL AND SANDRA EASTMAN ADVISED FUND
JOE AND KIM ESTESS ADVISED FUND
MR. AND MRS. BARRY FORD ADVISED FUND
JACK AND DANA FOSTER ADVISED FUND
JACK AND MARY LIB FRANCIS ADVISED FUND
FRANKLIN CORPORATION ADVISED FUND
HASSELL H. FRANKLIN ADVISED FUND
FREEMAN FAMILY ADVISED FUND
JOHN PAUL FRERER MEMORIAL DONOR ADVISED FUND
FUTURE EDUCATORS OF AMERICA (Rutledge) SCHOLARSHIP
ADVISED FUND
E. GLENNAN AND JANICE W. GRADY ADVISED FUND
ALBERT AND BILLIE GREEN ADVISED FUND
BETSEY AND TOM HAMILTON ADVISED FUND
RUBYE DEL HARDEN ADVISED FUND
JOHN AND SARA FRANCES HARDY ADVISED FUND
JASON AND MELISSA HARRISON ADVISED FUND
JIM AND LISA HAWKINS ADVISED FUND
DAVID HENSON ADVISED FUND
SARA M. AND HOWARD R. HINDS ADVISED FUND
BABS AND MICKEY HOLLIMAN ADVISED FUND
HUNSBERGER/ADKINS JOY ADVISED FUND
NANCY INGRAM ADVISED FUND
ITAWAMBA GOOD WORKS FUND - MR. AND MRS. MICHAEL
WALDORF
CHARLES AND JOYCE JOHNSTON ADVISED FUND
JO ANN R. JONES ADVISED FUND
MRS. E.L. JOYNER ADVISED FUND
MR. AND MRS. ERNIE JOYNER, III ADVISED FUND
MR. AND MRS. LARRY KIRK ADVISED FUND
LANE FURNITURE INDUSTRIES ADVISED FUND
HOWARD AND SYLVIA LENHOFF FAMILY TRUST ADVISED FUND
PHIL AND VICKIE LITTLE ADVISED FUND
LONG DISTRIBUTORS CORINTH ADVISED FUND
RANDY AND PENNY LONG ADVISED FUND
ZELL LONG ADVISED FUND
M AND A FAMILY ADVISED FUND
TERRY G. MANN ADVISED FUND
BOBBY P. AND BARBARA M. MARTIN ADVISED FUND
MR. AND MRS. DENOTEE MARTIN ADVISED FUND
MARTHA AND M.B. MARTIN ADVISED FUND
ROBIN AND MIMI MCGRAW ADVISED FUND
REV. BARBARA S. AND J. CHESTER MCKEE ADVISED FUND
ED AND HELEN MEEK ADVISED FUND
ANN PHILLIPS AND HUGHES MILAM ADVISED FUND
SUSAN AND GUY MITCHELL ADVISED FUND
TFI/ANN B. MITCHELL ADVISED FUND
MITCHELL, MCNUTT AND SAMS ADVISED FUND
CATHERINE AND PAUL MIZE ADVISED FUND
MR. AND MRS. THEODORE S. MOLL ADVISED FUND
MARSHALL AND DAPHNE MONTGOMERY ADVISED FUND
22 www.createfoundation.com
givi
ng b
ack
BOBBY MOONEYHAM ADVISED FUND
JENNIFER MOONEYHAM ADVISED FUND
MOSSY OAK FOUNDATION DONOR ADVISED FUND
BOBBY J. AND MINERVA MOORE ADVISED FUND
PHIL AND SUSAN MORRIS ADVISED FUND
MARY AND SAM PACE ADVISED FUND
PALMER FAMILY FUND
DAVID M. PALMER ADVISED FUND
RAYBURN PARKS ADVISED FUND
MR. AND MRS. AUBREY B. PATTERSON ADVISED FUND
PEOPLES BANK CHARITIES ADVISED FUND
GREG AND LISA PIRKLE ADVISED FUND
JOYCE AND HAL POLK ADVISED FUND
LAURIE POWELL DONOR ADVISED FUND
EDDIE AND PRISCILLA PRATHER ADVISED FUND
MELVIN AND VALERIE RAY ADVISED FUND
R.W. REED COMPANY ADVISED FUND
DAKIN REED ADVISED FUND
JACK AND LISA REED ADVISED FUND
MR. JACK REED, SR. ADVISED FUND
LILLA REED ADVISED FUND
SCOTT AND ANNETTE REED ADVISED FUND
SARAH DILL REILY ADVISED FUND
MR. AND MRS. ROBERT RICE, JR. ADVISED FUND
JOE K. ROBBINS, JR. ADVISED FUND
MR. AND MRS. BRITT ROGERS, III ADVISED FUND
MR. AND MRS. JOHN JAMESON ROGERS ADVISED FUND
DOROTHY D. AND GEORGE H. RUFF FOUNDATION
ADVISED FUND
DAVID AND DONNA RUMBARGER (GRACE ADVISED FUND)
JOE RUTHERFORD ADVISED FUND
MRS. MARY P. SCOTT ADVISED FUND
MR. ROBERT H. SCOTT ADVISED FUND
ROBERT W. AND KATHLEEN SEYMOUR ADVISED FUND
CROFTON AND CAMILLE SLOAN ADVISED FUND
JANE SPAIN ADVISED FUND
ALICE STAFFORD ADVISED FUND
STAGGERS ADVISED FUND
KATY AND CLAYTON STANLEY ADVISED FUND
THOMAS L. STENNIS ADVISED FUND
MRS. ANNE J. STEPHENS ADVISED FUND
SARA STEPHENS ADVISED FUND
JOHN P. AND LINDA C. SULLIVAN ADVISED FUND
MARTHA SWINDLE ADVISED FUND
GEORGE M. AND BETTY B. TAYLOR ADVISED FUND
NELLAH TAYLOR AND J. MARK MERRITT ADVISED FUND
PAUL S. THOMAS, III ADVISED FUND
SANFORD AND SUSAN THOMAS ADVISED FUND
DENNIS AND BETH TOSH ADVISED FUND
MRS. BILLIE H. WADLINGTON ADVISED FUND
ELLEN WALKER ADVISED FUND
DR. AND MRS. RICHARD WARRINER ADVISED FUND
MR. AND MRS. HEYWOOD WASHBURN ADVISED FUND
CHARLES WEATHERLY ADVISED FUND
WILLIAM GRAHAM AND MARTHA F. WELLS ADVISED FUND
MARY AND CHARLES WERNER ADVISED FUND
LEWIS WHITFIELD ADVISED FUND
DR. AND MRS. FAYETTE WILLIAMS ADVISED FUND
MR. AND MRS. H.L. (SANDY) WILLIAMS ADVISED FUND
MR. KENNETH WILLIAMS ADVISED FUND
MR. AND MRS. W.T. WILLIAMS, III ADVISED FUND
Giving back to your community is easy with an
Advised Fund. You can add to the fund when-
ever you wish and make grant recommendations
at your convenience. Another advantage is that
appreciated securities may be used to create the
fund. These donations are not subject to capital
gains tax; and in most cases the full-market value
is tax deductible. All donations are deductible at
the time they are made to the Foundation; how-
ever, gift disbursements may be made at a later
date.
give. serve. lead.
www.createfoundation.com 23
fort
y ye
ars o
f Endowment FundsBOOTH FAMILY ENDOWMENT FUNDBRYAN YOUTH CENTER ENDOWMENT FUNDCOCA-COLA LEGACY FOUNDATIONBILLY & CATHERINE CREWS & SONJA JENKINS EDUCATIONAL ENDOWMENT FUNDARLAND A. AND GRACE DIRLAM ENDOWMENT FUNDELAINE DUNDY AND ROY TURNER ENDOWMENT FOR THE ARTSEVERGREEN DESIGNATED ENDOWMENT FUNDFIRST PRESBYTERIAN-CORINTH SPECIAL MISSIONS ENDOWMENT FUNDFOX FOUNDATION ENDOWMENT FUNDJOHN PAUL FRERER MEMORIAL ENDOWMENT FUNDTHE BERNICE GAMBRELL ENDOWMENT FUNDINGOMAR ENDOWMENT FOR EXCELLENCEINNOVATIONS IN EDUCATION ENDOWMENT FUNDFRANCES ELKIN JOYNER ENDOWMENT FUNDLQC LAMAR HOUSE ENDOWMENT FUNDALICE LITTLE ENDOWMENT FUNDBETH MCAULEY MUSIC ENDOWMENT FUNDSUSAN N. AND THOMAS J. MCDONALD ENDOWMENT FOR THE TUPELO SYMPHONY ORCHESTRAED AND BECKY MEEK ENDOWMENT FUNDSARA FRANCES MITCHELL EDUCATIONAL ENDOWMENT FUNDMIZE FAMILY ENDOWMENT FUNDMONROE EDUCATION ENDOWMENT FUNDJOHNNY MORGAN FOUNDATION ENDOWMENT FUNDOXFORD ENDOWMENT FOR PUBLIC EDUCATIONBENJAMIN AND CORINNE PIERCE FOUNDATION ENDOWMENT FUNDPIRKLE LIBRARY ENDOWMENT FUNDTHE DEAN PROVENCE ENDOWMENT FOR EXCELLENCE IN EDUCATIONJAMES HUGH RAY MEMORIAL ENDOWMENT FUNDREED FAMILY TRUST FUNDALICE LYNN ROEBUCK ENDOWMENT FOR UNITED WAYMORGAN DALE ROEBUCK ENDOWMENT FOR THE SALVATION ARMYRUTH AND CLAUDE ROEBUCK ENDOWMENT FOR SALTILLO FIRST UNITED METHODIST CHURCHTCPS ACADEMIC CENTER FOR EXCELLENCE ENDOWMENT FUNDTOMMY TOSH MEMORIAL ENDOWMENT FUNDTOYOTA EDUCATION ENHANCEMENT ENDOWMENT FUNDTUPELO PUBLIC SCHOOL DISTRICT ENDOWMENT FUNDHARRY AND ELLEN WALKER ENDOWMENT FUNDDUDLEY WEATHERS ENDOWMENT FUNDWHITFIELD LEADERSHIP FUNDJIMMY WILLIAMS MEMORIAL EDUCATION ENDOWMENT FUND(CARE) HARRY LEE WILLIAMS, SR. ENDOWMENT FUND(CARE) KENNETH AND NANCY ANN WILLIAMS ENDOWMENT FUND
The Sanctuary Hospice House offers end-of-life care for patients and their families. The facility serves individuals from 33 Mississippi counties. An organizational endowment fund at CREATE helps provide support for this important facility.
In September, the 2012 Teacher of Distinction Award winners were announced. The awards are funded by B & B Concrete, Inc.; BancorpSouth; Booth Family Endowment Fund; Pat and Jen-nifer Caldwell; Innovations in Education Endow-ment Fund; Mitchell, McNutt and Sams Law Firm; Marilyn and Bob Monroe Endowment Fund; Reed Family Trust Endowment Fund; Renasant Bank; Tupelo High School Alumni Association; Tupelo Kiwanis Club; Tupelo Rotary Club; Tupelo Public Schools Administrative Council; and Jimmy Williams Memorial Education Endowment Fund. The Teacher of Distinction Awards program was established to honor and recognize outstanding teachers from the Tupelo Public School District.
24 www.createfoundation.com
The Tupelo Symphony Orchestra is dedicated to providing qual-ity classical music for the citizens of northeast Mississippi. Its endowment fund at CREATE is providing support for the sym-phony now and will continue to do so for years to come.
The Regional Rehabilitation Center provides free services for individuals with disabilities. It is supported through an organization endowment fund at CREATE that helps support non-profits by providing yearly investment income for the organiza-tion to use. The en-dowment remains intact providing a permanent pool of funds to support the organization into the future.
The Yocona Area Coun-cil of the Boy Scouts of America is dedi-cated to helping boys become men. With a permanent endowment fund remaining with CREATE, the Council can continue offering character development, leadership training and adventure experiences for young men in our region both now and in the years to come. pu
rpos
e
Organization EndowmentsALPHA HOUSE AGENCY ENDOWMENT FUND
BIG BROTHERS BIG SISTERS OF NORTHEAST MISSISSIPPI
BOY SCOUTS OF AMERICA ENDOWMENT FUND
BOYS AND GIRLS CLUB ENDOWMENT FUND
BOYS AND GIRLS CLUB OF NEW ALBANY ENDOWMENT FUND
BOYS AND GIRLS CLUB OXFORD FACILITY ENDOWMENT FUND
FORTNIGHTLY MUSICALE ENDOWMENT FUND
GARDNER-SIMMONS HOME FOR GIRLS AGENCY ENDOWMENT
GARDNER-SIMMONS BUILDING ENDOWMENT FUND
GOOD SAMARITAN FREE CLINIC ENDOWMENT FUND
GUMTREE MUSEUM OF ART ENDOWMENT FUND
BROTHER MIKE MARECLE ENDOWMENT FUND (HOPE FAMILY MINISTRIES)
JUNIOR AUXILIARY OF TUPELO ENDOWMENT FUND
LINK CENTRE
LOUISIANA-MISSISSIPPI-TENNESSEE KIWANIS FOUNDATION FUND
NEW BEGINNINGS ENDOWMENT FUND
NEWMS ENDOWMENT FUND
OXFORD-LAFAYETTE HUMANE SOCIETY ENDOWMENT FUND
PROJECT HOPE ENDOWMENT FUND
REGIONAL REHABILITATION ENDOWMENT FUND
SANCTUARY HOSPICE HOUSE ENDOWMENT FUND
STARKVILLE KIWANIS CLUB ENDOWMENT FUND
TOUCHED BY AN ANGEL MINISTRIES
TUPELO COMMUNITY THEATRE ENDOWMENT FUND
TUPELO/LEE COUNTY HUMANE SOCIETY ENDOWMENT FUND
TUPELO SYMPHONY ORCHESTRA ENDOWMENT FUND
UNION COUNTY HERITAGE MUSEUM AGENCY ENDOWMENT FUND
UNITED WAY ENDOWMENT FUND
UNITED WAY OF OXFORD-LAFAYETTE COUNTY
WILDROSE DIABETIC ALERT DOG ENDOWMENT FUND
YOKNAPATAWPHA ARTS COUNCIL AGENCY
ENDOWMENT FUND
www.createfoundation.com 25
McLean AwardFor the past forty years, CREATE has
celebrated the generosity that char-
acterizes our many donors. The McLean
Award for Philanthropy was established to
honor those individuals, families, and organi-
zations that exemplify CREATE Founders
George and Keirsey McLean’s spirit in chari-
table giving. It recognizes the extraordinary
leadership of people working to improve the
quality of life in their communities and in our
region. This year’s awards were presented to
an outstanding couple from Tupelo.
Ruby Kathryn and Aubrey Patterson
When Ruby Kathryn and Aubrey Patterson
moved to Tupelo 40 years ago, they were
looking for the right place to raise their then
two small children. “We were looking for a
place with traditional values, a commitment
to family life and community building,” Au-
brey Patterson said. “We’ve never been dis-
appointed in Tupelo or Northeast Missis-
sippi.”
Over the years the Pattersons have given
back to the community not only financially
but with their time and talent. There are few
organizations in Northeast Mississippi that
haven’t benefited from the Patterson’s gen-
erosity. The Pattersons have provided sup-
port for the Salvation Army, Tupelo Public
Schools, Boys & Girls Clubs, Regional
Rehabilitation Center, Boy Scouts, the Uni-
versity of Mississippi, the CREATE Foun-
dation, and many other organizations in our
region.
“To the extent that we’ve been blessed and
able to make a small contribution to the com-
munity, it’s the rent we pay for the space we
occupy here,” said Aubrey Patterson, chair-
man and chief executive officer of Bancorp-
South. “We’ve received much more than
we’ve ever given.”
Ruby Kathryn and Aubrey
Patterson receive the
2012 McLean Award for
Philanthropy.
fort
y ye
ars o
f
The Landmarks entertain at CREATE’s Fall Summit with their version of southern gospel music.
26 www.createfoundation.com
gene
rosi
tyThe Community Partner Award recognizes
organizations which have given extraordi-
nary support to the Commission on the Future of
Northeast Mississippi in accomplishing its mis-
sion. This year’s award goes to ARC Appalachian
Regional Commission. ARC provided resources
to help fund the Commission on the Future of
Northeast Mississippi while it was still a develop-
ing organization. It has also provided grants for
workforce development projects sponsored by the
Commission. ARC facilitated a $100,000 soft-
ware grant from Microsoft for CREATE and its
affiliates. For the past 18 years, ARC has been an
active partner with the Commission in bringing
together the economic developers in the region to
address issues and formulate solutions.
(Clockwise) CREATE Board Vice Chairman Greg Pirkle reviews the success of the Foundation’s fund develop-ment over the last twelve years at the annual fall sum-mit. The Tupelo Public School District Strings perform dinner music at CREATE’s annual Fall Summit. Mike Armour and Sandra Perkins accept the 2012 Community Partner Award for ARC.
Community Partner Award
www.createfoundation.com 27
forty years of Supporting OrganizationsFor the past forty years, CREATE has offered support for
organizations that want the benefit of a non-profit foun-
dation without actually starting one themselves. Without the
annual tax reporting, auditing, and administrative costs of main-
taining a private foundation, supporting organizations of CRE-
ATE can put even more of their dollars to work enhancing and
improving the quality of life for northeast Mississippi residents.
CREATE is the umbrella for two supporting organizations.
The Benjamin and Corinne Pierce Foundation
The Pierce Foundation was established by Corinne Pierce in mem-
ory of her husband, Benjamin, to commemorate his commitment to
community and to honor his civic leadership. The 2012 Pierce grants
and scholarships exceeded $329,667, making the total investment by
the Pierce Foundation in Alcorn County more than $3.7 million.
The Henry Mize Foundation
The Henry Mize Foundation was established in 2003. Mr.
Mize’s nephew, Paul “Buzzy” Mize, established the charitable
foundation because it was his uncle’s wish to continue to provide
funding to the organizations that he loved. “By establishing this
foundation, Uncle Henry was certain that these meaningful
institutions would continue to receive his support,” said Buzzy
Mize. The 2012 Mize Foundation grants exceeded $194,000,
making the total investment to our region more than $3.3
million.
Corinth Theater Arts presents the musical “Footloose.” Corinth Theater Arts has provided quality arts exposure and entertain-ment in Corinth and Alcorn County for more than 40 years. As a proud supporter of the arts in Corinth and Alcorn County, the Pierce Foundation is an annual donor for Corinth Theater Arts.
The Mize Pavilion, a multi-purpose facility on the Mississippi State University campus, is funded by a generous grant from the Henry Mize Foundation. The Mize Pavilion is used primarily as a practice facility for MSU’s basketball team.
28 www.createfoundation.com
Scholarship FundsAMORY ROTARY FOUNDATION SCHOLARSHIP FUND
AMORY ROTARY LEE MCCOWN MEMORIAL SCHOLARSHIP FUND
AMORY ROTARY HOLACE MORRIS SCHOLARSHIP ENDOWMENT
C.C. AUGUSTUS SCHOLARSHIP FUND
PEBBLES EAST AULDS SCHOLARSHIP FUND
DENNIS BAILEY & MAXINE MONTS CAMERON MEMORIAL SCHOLARSHIP FUND
JULIA BLAKEY MEMORIAL SCHOLARSHIP FUND (LINK CULINARY ARTS)
DR. AND MRS. WALTER BOURLAND SCHOLARSHIP ENDOWMENT
MARSHUAN BRAXTON MEMORIAL SCHOLARSHIP FUND
COACH JOE BRIGANCE SCHOLARSHIP FUND
LARRY BROWN CREATIVE ARTS SCHOLARSHIP ENDOWMENT
TIMMY BRYANT MEMORIAL SCHOLARSHIP FUND (TARGET)
MARGARET BYRAM SCHOLARSHIP ENDOWMENT FUND
BYRNE-FIELD SCHOLARSHIP ENDOWMENT FUND
ERNEST CADDEN SCHOLARSHIP ENDOWMENT
CLAUDIA RUTH CASTENIR SCHOLARSHIP ENDOWMENT FUND
M. GLEN AND LORA H. DAVIDSON SCHOLARSHIP ENDOWMENT FUND
RUSSELL DORMAN SCHOLARSHIP FUND
EVA ANN BEASLEY DORRIS SCHOLARSHIP FUND
DOUGHERTY SCHOLARSHIP ENDOWMENT FUND
PATRICIA “ROBIN” DOWS MEMORIAL SCHOLARSHIP FUND
EXPRESS EMPLOYMENT PROFESSIONALS SCHOLARSHIP
DARREN FENTON NAYC SCHOLARSHIP FUND
ALLIENE GIBENS SCHOLARSHIP ENDOWMENT
KIM GREEN SCHOLARSHIP ENDOWMENT
ROBBY HALE “MAKE A DIFFERENCE” MEMORIAL SCHOLARSHIP ENDOWMENT
TODD HARDIN MEMORIAL LEADERSHIP SCHOLARSHIP
CAROLINE BRYAN HARRELL SCHOLARSHIP ENDOWMENT FUND
THE MARY KIRKPATRICK HASKELL SCHOLARSHIP ENDOWMENT FUND
JEFFREY HINES HOPPER MEMORIAL SCHOLARSHIP ENDOWMENT FUND
EMILY WRIGHT HORNE MEMORIAL FUND
KELLEY ELIZABETH HUMPHREYS NURSING SCHOLARSHIP ENDOWMENT FUND
SHEILA HUTCHESON AND JAKE MAY MEMORIAL SCHOLARSHIP FUND
M & F BANK - JIM AND NANCY INGRAM SCHOLARSHIP FUND
ROWLAND JOYNER LEARNING SKILLS ENDOWMENT
JUNIOR AUXILIARY OF TUPELO SCHOLARSHIP FUND
JUNIOR AUXILIARY OF WEST POINT/MATT POSEY MEMORIAL SCHOLARSHIP FUND
JORDAN LINDSEY CHRISTIAN CHARACTER SCHOLARSHIP ENDOWMENT
TONY LAUNIUS SERVICE SCHOLARSHIP FUND
SAMUEL N. LOGGAINS NURSING SCHOLARSHIP
FRANCES MALLORY SCHOLARSHIP ENDOWMENT FUND
MCCARTY COMPANY SCHOLARSHIP FUND
J.C. MCDANIEL MEMORIAL SCHOLARSHIP FUND
EMILY MCDONALD MEMORIAL SCHOLARSHIP ENDOWMENT FUND
MISSISSIPPI FEDERATION OF MUSIC CLUBS SCHOLARSHIP ENDOWMENT FUND
MISSISSIPPI PROFESSIONAL EDUCATOR SCHOLARSHIP
MISSISSIPPI THEATRE ASSOCIATION SCHOLARSHIP ENDOWMENT FUND
KAYLA SUE MIZE SCHOLARSHIP ENDOWMENT FUND
ELISE MOBLEY SCHOLARSHIP FUND (PACE)
BOB AND MARILYN MONROE SCHOLARSHIP ENDOWMENT FUND
TAYLOR MOORE MEMORIAL SCHOLARSHIP ENDOWMENT FUND
CHARLIE NELMS SCHOLARSHIP FOR ENGLISH MAJORS
PATTERSON MEMORIAL STRINGS SCHOLARSHIP FUND
RYAN PETTIT MEMORIAL SCHOLARSHIP FUND
AMANDA PRICE MEMORIAL SCHOLARSHIP ENDOWMENT
MR. AND MRS. B.L. RIEVES SCHOLARSHIP ENDOWMENT FUND
KAROL JEAN VOGE MEMORIAL SCHOLARSHIP FUND
WINIFRED AND MAYFIELD RILEY TRAVEL SCHOLARSHIP
MR. AND MRS. TOM ROBINSON SCHOLARSHIP FUND
GEORGE H. SCHULTZ SCHOLARSHIP ENDOWMENT FUND
DAVID SKINNER SCHOLARSHIP FUND
TYLER SLOAN MEMORIAL SCHOLARSHIP ENDOWMENT
STUBBS SCHOLARSHIP ENDOWMENT FUND
TEACHER OF DISTINCTION AWARD FROM TPSD ADMINISTRATION
JOHN N. TODD MEMORIAL SCHOLARSHIP FUND
TUPELO LUNCHEON CIVITAN SCHOLARSHIP ENDOWMENT FUND
KAROL JEAN VOGE MEMORIAL SCHOLARSHIP FUND
PRESLY WALLACE, JR SOCCER SCHOLARSHIP
CLAY WAYCASTER MEMORIAL SCHOLARSHIP ENDOWMENT FUND
ELGAR AND LUENE WAYCASTER MINISTERIAL SCHOLARSHIP ENDOWMENT
OWEN B. WHITEHURST SCHOLARSHIP ENDOWMENT FUND
WHITESIDE SCHOLARSHIP ENDOWMENT FUND
VALERIA MORGAN WHITFIELD SCHOLARSHIP FUND
support
Nettleton High School Senior Ashley Pitts (back row center) received the Winifred and Mayfield Riley Travel Scholarship. She traveled to France, Germany, and Switzerland in March, 2012. For more than forty years, CREATE has helped provide support for thousands of students through educational scholarships.
www.createfoundation.com 29
forty years of NortheastMississippiYouth FoundationFor forty years CREATE has
sought ways to develop effec-tive community leaders. CREATE founder George McLean believed that our young people possess amaz-ing leadership potential. Developing that potential has been a basic goal of the Foundation.
Established in 2001, the Northeast Mississippi Youth Foundation is help-ing to fulfill that goal. NEMYF is a youth-led organization comprised of eleventh and twelfth grade students from the 17 counties CREATE serves. Students learn about philanthropy and community involvement by building their own endowment fund and awarding grants to organiza-tions in their counties. Now in its eleventh year, NEMYF is a dynamic youth organization that is having a real impact in our region. Members are encouraged to look outside their own neighborhoods, schools, and groups of friends to help raise awareness of the needs in our region and to award grants to those with the greatest need.
30 www.createfoundation.com
leadership
Board of Directors
Alcorn CountyKatelyn Miller
Benton CountyCheyenne JonesLindsey OrmonGwin Moore
Chickasaw CountyCameron ByrneSydney HarrellTrey FranklinPaige Griffin
Clay CountyLauren BillingtonBryan McClellan,Asst. TreasurerStephen Ross,Asst. Historian
Itawamba CountySummer BouchillonCortney FooteBethanie HarrisLaine Wilson
Lafayette CountyKarli Gaillard,Treasurer
Hunter KnightAlex DrewreyPatricia WardDemetrius PlaxicoMeghan Sharp
Lee CountyKerston JumperZierra Long,HistorianMatthew AmannBen MatthewsAlivia RobertsGrant Thornton
Monroe CountyRaimi BryanTaylor Hyland
Oktibbeha CountyMary Kate HughesJordan Cohen
Pontotoc CountyMerideth AdamsTyra FloydAlex BucknerEmily HolcombRobin ShumakerCaleb Warren, Vice Chair
Tippah CountySeth Cappleman, SecretaryMeg LambertPage Rowland, ChairZoe Windham, Asst. Secretary
Tishomingo CountyCecilia DeanAnnsley McRae
Union CountyCarol CokerJulianna GarnerKellie McClellandJodie McMillenMeredith MuellerMegan SwainDrew Warford
2012 GRANTS
Alcorn County Crosswind Ministries: $159Crosswind is an outreach ministry that serves low-income apartment facilities. The grant was used to purchase household items for gift baskets for families living in these apartments. Benton County All About Kids: $500Benton County is the second poorest county in the state. All About Kids provides warm clothing and nutritious food for children to take home in their backpacks for the weekend.
Chickasaw CountyChickasaw County Soccer Association: $159The CCSA operates under the Mississippi Youth Soccer Association and consists of co-ed teams of youth aged 4 to 16 years. The scholarships provide opportunities for under-privileged children to play soccer.
Clay CountyWest Point/Clay County Animal Shelter: $159The Animal Shelter is in its second year and is funded entirely by charitable donations. Tippah County Good Samaritan Center of Ripley: $500The Center is a food pantry that provides groceries to low income families.
Koon’s Care Free Clinic: $500This clinic is for people who need medical care but cannot afford it. A donated building that will be used for clinic space is currently being renovated.
Union CountyUnion County Good Samaritan Center: $500This food pantry provides groceries to low income families and serves 410 families per month. Volunteers pass out 10,000 pounds of food per month and offer limited as-sistance with power bills.
(Photos) NEMYF kicks off the year with a fall retreat at Ole Miss Outdoors Rebel Challenge. Students gain con-fidence and learn to work together through individual and team-building challenges.
Grant checks are presented to local agencies at our April press conference.
www.createfoundation.com 31
FINANCIAL MILESTONES
*Does not include $10 million Pierce and Mize Supporting Organizations.**Retired several funds that were inactive or transferred into other funds.
Net AssetsContributions
GrantsEndowments - numberEndowments - amountDonor Advised Funds
Special Projects
2000 2009 2010 2011 2012Percentage
change from2000
Percentagechange from
2011
$28,308,904 $44,144,381 $53,723,287 $56,489,923 $65,286,923* 131% 16%$2,234,555 $5,277,037 $12,647,155 $9,659,149 $9,042,407 305% -06%$1,747,212 $3,993,176 $7,667,602 $5,969,016 $5,349,702 206% -10%
36 113 127 135 144 300% 7%$3,770,948 $16,968,962 $25,600,631 $28,958,846 $36,713,754 874% 27%
53 184 147** 149 157 196% 5%29 136 166 185 207 614% 12%
Investment PerformanceLETTER FROM Buddy MontgomeryInvestment Committee Chair CREATE Foundation
Dear Friends,
In 2012, the market has con-tinued the process of rebound-ing from the worst economic recession in seventy years. For the year, the CREATE portfolio was up 13.05%. Our managers performed well as the portfolio outperformed the fund objective. Over $5.6 million was contributed to our pooled endowment fund and over $3.9 million was gained from investments. Our investment commit-tee meets quarterly with our investment advisors to review performance. We take our fiduciary responsibilities seri-ously as we work to maximize investment returns through a prudent investment process.
Sincerely,Buddy Montgomery
Center for Fiduciary Excellence CertificationThe Center for Fiduciary Excellence (CEFEX) has certified the general invest-ment account of the CREATE Foundation, Inc. CREATE Foundation is the first founda-tion in the world to success-fully complete the independent CEFEX certification process. The CEFEX standard of excellence for investment stewards is based on 22 fiduciary practices that seek to increase long-term investment performance by diversifying the portfolio, evaluating invest-ment management fees, and selecting investment managers.
Charity Navigator CertificationIn 2012, CREATE Founda-tion earned its sixth 4-star rat-ing for the ability to efficiently manage and grow its finances. Only a small percentage of the charities rated have received six 4-star evaluations, indicat-ing that CREATE Founda-tion consistently executes its mission in a fiscally responsible way and outperforms most other charities in America. “This exceptional designa-tion from Charity Navigator differentiates CREATE Foundation from its peers and demonstrates to the public it is worthy of their trust,” reported Ken Berger, President & CEO, Charity Navigator.
National Standards ComplianceThe CREATE Foundation has been confirmed in com-pliance with the Council on Foundations National Standards. The National Standards Seal signifies that CREATE Foundation has met rigorous National Stan-dards and has demonstrated its commitment to financial security, transparency, and accountability. “When people use CREATE Foundation to make a charitable bequest, establish a fund, or make a contribution, they do it know-ing that we have met standards for donor services, investment management, grantmaking, and administration. The National Standards Seal is excellent validation of the work we do on behalf of our donors and our community,” says Mike Clayborne, president.
32 www.createfoundation.com
$2,234,555
$0 $4,000,000 $8,000,000 $12,000,000 $16,000,000
2000
2006
2007
2008
2009
2010
2011
2012
$5,197,226
$3,239,825
$5,277,037
$12,647,155*
$4,969,348
CONTRIBUTIONS
*Total contributions for 2010 included two major projects: the Fulton Playgarden Park and the MSU Mize Pavilion.
$9,659,149
$9,042,407
$28,308,904
$0 $25,000,000 $50,000,000 $75,000,000 $100,000,000
2000
2006
2007
2008
2009
2010
2011
2012
$50,680,684
$40,005,185
$44,144,381
$53,723,287
$48,480,874
NET ASSETS
Net Assets do not include $10 million Pierce and Mize Supporting Organizations.
$56,489,923
$65,286,923
AUDIT
The CREATE Foundation annually engages the ser-vices of an independent accounting firm to perform an audit of the Foundation’s financial statements. As part of the audit, the firm also reviews the internal controls and various policies and procedures to ensure the Foundation staff is adhering to the most current
accounting practices. The Foundation’s auditor, Nail McKinney Professional Association, has issued an unqualified opinion on the financial statements for the year ended December 31, 2012. Complete audited financials are available at www.createfoundation.com or may be obtained by calling the CREATE office at 662.844.8989.
www.createfoundation.com 33
1972-2012For more than forty years, CREATE and its partners have given, served, and led to help make a difference in the quality of life we all enjoy in the northeast Mississippi region. CREATE offers a wide range of opportunities for you to get involved in your community. Please join us in making our next forty years as remarkable as the first. Together we can build a better world. For information on how you can give, serve, and lead, please contact us.
MISSION STATEMENTCREATE Foundation is committed to
improving the quality of life for the people of northeast Mississippi through:
Building permanent community endow-• ment assets
Encouraging philanthropy and man-• aging charitable funds contributed by individuals, families, organizations and corporations
Strengthening the regional community • development capacity
Taking a leadership role on key com-• munity issues and impacting the region through gifts and targeted grant-making
213 West Main Street PO Box 1053 . Tupelo, MS 38802
662.844.8989Fax: 662.844.8149
give. serve. lead.