TCF 2011 Annual Report

Connecting for Impact

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To view an electronic version of this report, as well as a complete list of our funds, scholarships and awards, community programs, fundholder services, and more, please visit our website at www.trianglecf.org.

01ANNUAL REPORT | 2011

We are proud to present this annual report in a year that saw many changes at Triangle Community Foundation. It has been an exciting time of transition but also a time for getting back to the core functions that drive the work of the Foundation. Indeed, this past year we recommitted ourselves to “The Main Things:” (1) donor identification and cultivation; (2) exemplary financial and asset management; (3) fundholder services and relations; and (4) grantmaking. Every day, our focus is to be a high performing, sustainable organization in relentless pursuit of continuous improvement.

One of the Main Things that has not changed is our commitment to “best in class” customer service and engagement for our donors and fundholders. In October, we held a gathering for fundholders and friends to reconnect with many of you and share our new strategic plan, Connecting For Impact: Engaging Donors to Strengthen the Triangle. You will find more information about the plan in this report, and the entire document is available on our website. We have recently launched an e-newsletter to keep you more connected with the activities of grantees and fundholders and also serve as a reminder for more ways to be involved with us in the coming year.

The Foundation ended the current fiscal year on June 30, 2011 with total assets of $144.9 million, the highest level in the history of the Foundation. Investment gains for the fiscal year totaled $19.5 million, due largely to the con-tinuing recovery of the investment markets after the precipitous downturn in late 2008 and throughout 2009. Contributions and gifts to TCF for the year totaled $12 million, and grants made to charitable organizations totaled $14.1 million. Thank you for helping to make a positive difference in the Triangle region through community-based philanthropy.

Dr. Phail Wynn, Jr.

Interim President and CEO

Immediate Past Board Chair

Richard B. Guirlinger, Chair

Triangle Community Foundation

Board of Directors

Annual Message

TRIANGLE COMMUNITY FOUNDATION


is confirmed in Compliance

with National Standards for

U.S. Community Foundations,

the nation’s highest philanthropic

standards for operational quality,

integrity and accountability.

Featured on our cover:

The Emily K Center

East Coast Greenway Alliance [Jerry Markatos photo]

Meals on Wheels of Wake County

TCF Quick Facts for 2011:

• Granted over $14.1 million

• Awarded 3,234 grants

• Assets of $144.9 million

• More than 750 charitable funds

While TCF may not have suffered as much as many nonprofits during this prolonged period of economic uncertainty, we know that countless safety net organizations and other nonprofits are struggling, and we must step up our efforts to provide assistance to them and the tens of thousands of people they serve. It is our mission to help our fundholders and donors learn about nonprofits doing good work in our region, and how together we can gain a deeper understanding of the Triangle’s most critical needs and where we can make a difference.

We thank you for your trust and philanthropic investment in the Foundation and the com-munity in which we live. Only by connecting with one another – by pooling our resources and talents to collaborate and work together – can we begin to have a substantial, positive impact on the most pressing problems of our region. We are grateful for your dedication to Triangle Community Foundation and your unwavering support of community-based philanthropy.

Peter J. MeehanFormer Chairman

The Greenwood Group, Inc.

Pat NathanFounder & President

Dress for Success Triangle

Steve NelsonManaging Partner

Wakefield Group

Frank PhoenixCivic Leader

Thomas R. Staab IICFO

BioCryst Pharmaceuticals

Richard B. GuirlingerChair

President and Manager

Bourke Services, LLC

Lacy M. Presnell IIIChair Elect

Partner

Burns, Day and Presnell, P.A.

Phail Wynn, Jr.Immeditate Past Chair

Vice President

Durham and Regional Affairs

Duke University

Cécile NoëlSecretary

Chair, Philanthropic

Services Committee

Civic Leader

Board of Directors02

Mary Braxton-JosephMedia Consultant

Jack O. ClaytonRegional President,

Triangle East Region

Wells Fargo

C. Perry ColwellCivic Leader

Diane Evia-LaneviCivic Leader

John H. IdlerPresident & General Manager

ABC-11/WTVD, Inc.

Anu KumarExecutive Vice President

Ipas


03

Peter J. Meehan, ChairFormer ChairmanThe Greenwood Group, Inc.

Carol W. Bilbro Immediate Past ChairCivic Leader

Jean Gordon CarterPartnerHunton & Williams, LLP

Arthur W. ClarkRetired, Chairman of the BoardPeoples Security Life Insurance Co.

Stephen D. CormanFormer Chairman and CEOPharmaLink, Inc.

Elizabeth B. CravenPresidentThe Warner Foundation

Foundation Leadership Council

Frank A. Daniels, Jr.Former President and PublisherThe News & Observer Publishing Co.

Mary L. HillCivic Leader

Fred D. HutchisonPartnerHutchison Law Group PLLC

Ambassador James JosephProfessor Sanford School of Public PolicyDuke University

Kelly S. KingChairman and CEOBB&T Corporation

Annie LiptzinCivic Leader

ANNUAL REPORT | 2011

James A. Stewart Treasurer

Chair, Finance Committee

Broker/Consultant

Stewart Commercial

MaryAnn E. BlackChair, Nominating &

Governance Committee

Associate Vice President

for Community Relations,

Duke University Health System

Donovan E. MoxeyChair, Development Committee

Founder & CEO, Interactive

Multimedia Solutions, Inc.

Joel M. Sheer Chair, Marketing and

Communications Committee

President

Sheer Associates

Executive Committee

Board Members

Louise W. McCutcheonCivic Leader and Former Durham County Commissioner

Mary B. MountcastleSenior AssociateCenter for Community Self-Help

Charles B. Neely, Jr.PartnerWilliams Mullen, P.A.

Prezell R. RobinsonPresident EmeritusSt. Augustine’s College

Ronald A. StromPresidentRon Strom Company

R. Peyton Woodson III PresidentWoodson Associates

Executive Committee

Rick Guirlinger, Chair

Lacy Presnell, Chair Elect

Phail Wynn, Immediate Past Chair

Cécile Noël, Secretary

Jim Stewart, Treasurer

Joel Sheer

MaryAnn Black

Donovan Moxey

Development Committee

Donovan Moxey, Chair

Anu Kumar

Finance Committee

Jim Stewart, Chair

Rick Guirlinger

Phail Wynn

Board of Directors Committee Member Listing

Frank Phoenix

John Idler

Pat Nathan

Audit Committee

Tom Staab, Co-Chair

Mig Sistrom, Co-Chair (committee volunteer)

Perry Colwell

Tim Gupton (committee volunteer)

Investment Committee

Chuck Leedy, Co-Chair (committee volunteer)

Steve Nelson, Co-Chair

Jim Stewart

Mark Kuhn (committee volunteer)

Wayne Morgan (committee volunteer)

Scott Schoedler (committee volunteer)

Peyton Woodson

May 4, 2011 • Downtown Raleigh Convention Center

The theme bold leadership to move the region

forward was conceptualized to follow last year’s theme

of a diverse and engaged community. Event proceeds

supported TCF programs that address community

issues and strengthen local nonprofits.

2011 ANNUAL MEETING for Fundholders and

Friends of the Foundation

Tuesday, October 18, 2011

An informative and enjoyable

breakfast was held in Bay 7 of the

American Tobacco Campus to

celebrate community-based

philanthropy and share the Founda-

tion’s 2011-2014 Strategic Plan.Rick Guirlinger, chair of the TCF Board of Directors, addresses the capacity crowd

WRAL-TV anchor David Crabtree moderating the discussion between UNC President Tom Ross and NC Museum of Art Director Larry Wheeler.

The What Matters Innovation Award, sponsored by The Redwoods Group Foundation, was presented to Ligo Dojo of Budo Karate, a Durham-based nonprofit that strengthens the minds, bodies, and hearts of young people through karate training.

The program included a seated dinner, a video message from soccer icon-turned-philanthropist Mia Hamm, and special introductions by former Governor James B. Hunt, Jr.

TCF Events04



Marketing and Communications Committee

Joel Sheer, Chair

Mary Braxton-Joseph

Diane Evia-Lanevi

Nominating and Governance Committee

MaryAnn Black, Chair

Lacy Presnell

Perry Colwell

Philanthropic Services Committee

Cécile Noël, Chair

Mary Braxton-Joseph

MaryAnn Black

Perry Colwell

SUPPORTING ORGANIZATIONS

TCF Real Estate Foundation

James A. Stewart, Chair/President Stewart Commercial

M. Carter Worthy, Vice Chair/Vice President Carter Worthy Commercial, Inc.

Jerry Levit, Secretary Synergy Commercial Advisors

Jim Walker, Treasurer The Advisory Group

Carol Hayden Investors Title Insurance Company Investors Title Exchange Corporation

Lee H. Roberts Piedmont Community Bank Holdings

Durham Arts Council

Virginia Rand Bowman General Partner Northgate Associates

Kay P. Gresham Vice President Wealth Management Morgan Stanley Smith Barney

Steven E. Hancock CPA Thomas, Knight, Trent & King

Tom McGuire Founding Partner Armstrong McGuire Philanthropic Advisory Group

Jack Walker Partner Walker, Lambe, Rhudy & Costley, PLLC

TCF StaffEXECUTIVE DEPARTMENT

Phail Wynn Interim President & Chief Executive Officer

Lori O’Keefe Vice President for Philanthropic Services & Chief Operating Officer

Ruth Peoples Executive Assistant to the President

DEVELOPMENT DEPARTMENT

Jessica Aylor Director of Development & Community Partnerships

Robin Barefoot, JD Legal & Policy Advisor/Director of Planned Giving

Jenna Rheault Events Coordinator & Development Associate

PHILANTHROPIC SERVICES DEPARTMENT

Sandra Rodríguez Donor Engagement Officer

Libby Long Richards Nonprofit & Community Engagement Officer

Veronica Hemmingway Donor Engagement Officer

Gina Andersen Scholarships & Community Outreach Coordinator

Rob Dusablon Grants & Database Coordinator

COMMUNICATIONS DEPARTMENT

Kelly Mauldin Harrell Director of Communications

FINANCE AND ADMINISTRATION

Robert Naylor Chief Financial Officer & Director of Administration

Lindsay Harrell Controller

Anne Wolf Staff Accountant

Jovon Packard Technology Officer

Gabrielle Harris Administrative Professional

WhatMattersBold Leadership

Strategic Plan



Connecting for Impact: Engaging Donors to Strengthen the Triangle

The 2011-2014 Strategic Plan will help the Foundation strengthen services to

fundholders, increase charitable funding, address leading issues, and practice

organizational excellence. TCF’s goal is to preserve and steward long-term charitable

resources in Wake, Durham, Orange, and Chatham counties for issues that matter to

our community members.

Strategic Plan Focus Areas

STEWARDSHIP

TCF will offer personalized

philanthropic advice and

targeted opportunities to

better inform and involve

our fundholders with

community issues. It will

also provide excellent and

well-defined services to

help them give generously

to charitable organizations

they care about.

IMPACT

TCF aspires to increase its

grant volume through the

growth of charitable gifts

and the prudent investment

of assets. It intends to

partner with fundholders

and other local funders on

leading issues in the Triangle

region for coordinated and

leveraged impact.

LEADERSHIP

TCF serves as a long-term

advocate on behalf of the

region and as a trustee of

permanent resources to

address community needs.

It will bring together diverse

voices in our community

to identify, assess, and

prioritize needs and align

its community initiatives,

grant programs and services

with those needs.

SUSTAINABILITY

TCF preserves and stewards the philanthropic legacy of its donors

and the community through a business model that ensures

long-term sustainability while accomplishing short-term strategic

initiatives. TCF will optimize systems, technology and resources

to meet the stated objectives of the Strategic Plan.

Mission Statement To enhance the lives of all residents of the Triangle now and for future generations

by building philanthropic assets, connecting resources with need, and providing

leadership on key community issues and opportunities.

Vision StatementTriangle Community Foundation creates positive change through community-

based philanthropy. To achieve this, we match our local expertise, networks, and

credibility with the generosity and vision of our donors and partners to produce

long-term, meaningful impact in our region.

Mission. Vision. Core Values.

We are committed to valuable service to our constituents. We foster innovation, collaboration and imagination.

We are an engaged community leader and ally. We seek to develop and influence philanthropic leaders.

We accept responsibility for the stewardship of the resources entrusted to us. We operate with integrity, transparency and credibility.

We value inclusiveness, diversity and equity. Our organization is characterized by a generous and caring spirit.

We are a results-oriented organization committed to institutional excellence.

S

E

R

V

E

Core Values

06

2011-2014

02TRIANGLE COMMUNITY FOUNDATION ANNUAL REPORT | 2011

Community Grantmaking Program

08

The Foundation is proud to have invested more than

$1.9 million to support the work of successful non-

profits since the Community Grantmaking Program

began in 2007. We are grateful for the support of

our dedicated fundholders and board members who

serve on this grantmaking committee.

See our CPG grantees in action at

www.youtube.com/user/TriangleCF

CGP Grant Total for 2011

$366,850

Civic Engagement Grantee Wake Up Wake County

Residents of Genesis Home, Youth Leadership and Development Grantee

This year we distributed

over $138,000 to our

Send A Kid To Camp™

partners to provide 522

camp scholarships

Send A Kid To Camp™

Camp Partner Boys & Girls Club of Wake County

Emily K Camps offer Basketball and Drama options

09

Joy Herrington

Kathleen Warren, Glenn and Suzanne Andrews Fund

Dianne Birch, LarMar Fund

Marian Beerstecher

Elese Stutts

Charles Smith, ALOT Giving Circle

Jodi Hubble, Co-Chair Susan G. Komen for the Cure, NC Triangle Affiliate

Darryl Lester, Co-Chair HindSight Consulting

Marian Beerstecher Community Member

Debbie Behnke American Airlines

Dianne Birch Community Member

Community Grantmaking Program Committee

Send A Kid To Camp Steering Committee

Robert Shertz, The George H. Hitchings Society

Margaret Scarborough, Scarborough-Hart Fund

Cécile Noël, Noël Family Fund

Easter Maynard, Insight Fund

Max Mason, James W. Mason Memorial Fund

Annie Liptzin, George Watts Hill Fund; ACBC Fund

Cecily Durrett Triangle Business Journal

Michael Goodmon Capitol Broadcasting Company

Jeffrey Hart Robinson Bradshaw Hinson

John Idler ABC 11 Eyewitness News

Rory Ingram Ingram Collection, LLC

Peter Kramer OPC Area Program

Paul Harrison, JuliaAnn Harrison Memorial Fund; JuliaAnn Harrison Scholarship Fund

Adam Daland, Beehive Collective

C. Perry Colwell, Perry Colwell Fund

Elizabeth B. Craven, Michael Warner and Elizabeth Craven Fund

Amon Marstiller The Blue Cross and Blue Shield of North Carolina Foundation

Tania Garcia Biogen Idec

Graig Meyer Blue Ribbon Mentor Advocate Program

Keith Shannon Preparing America’s Tomorrow Today


FOUNDATION GRANTS GRAND TOTAL: $14,130,000

Grants Total Foundation Grants by Category

ANIMAL RELATED $91,000

ARTS/CULTURE/HUMANITIES $1,614,000

CIVIL RIGHTS/SOCIAL ACTION $181,000

COMMUNITY/BUSINESS/INDUSTRY $693,000

CRIME/LEGAL $71,000

DISASTER SERVICES $26,000

DISEASE/RESEARCH $146,000

EDUCATION $4,080,000

EMPLOYMENT $72,000

ENVIRONMENT $663,000

FOOD/AGRICULTURE/NUTRITION $377,000

HEALTHCARE $1,052,000

HOUSING $255,000

HUMAN SERVICES $1,493,000

INTERNATIONAL $164,000

MEDICAL RESEARCH $58,000

PHILANTHROPY/GRANTS $447,000

PUBLIC SOCIETY/BENEFIT $262,000

RECREATION $84,000

RELIGION/SPIRITUALITY $1,382,000

SCIENCE/TECHNOLOGY $64,000

SCHOLARSHIPS AND AWARDS $365,000

SOCIAL SCIENCE $15,000

YOUTH DEVELOPMENT $475,000

TOTAL NUMBER OF GRANTS: 3,234

The National Taxonomy of Exempt Entities (NTEE) offers a definitive classification system for nonprofit organizations recognized as tax exempt under the Internal Revenue Code. Triangle Community Foundation classifies each organization receiving grants in accordance with NTEE. The grants listed above are coded based on the appropriate taxonomy for the organization.

10 11ANNUAL REPORT | 2011

ACBC Fund

Adair Family Charitable Fund

Agape Fund

Taylor Alexandra Albert Fund for Children

Aldridge Family Endowment Fund

Logan Aldridge Fund

Greg Allen Memorial Fund

Theresa Allore Memorial Fund

American Airlines Kids Are Something Special Endowment

Glenn and Suzanne Andrews Fund

Marcia Angle and Mark Trustin Fund

Anna Family/RESOLUTE Companies Charitable Fund

Anonymous #5 Fund

Aspenson Family Fund

Bill & Marva Babb Charitable Fund

Backyard Fund

Tom Barber and Shannon St. John Family Endowment Fund

Tom Barber and Shannon St. John Family Fund

Wade Barber Fund

Barnabas Fund

Bass Walter Fund

Beal Fund

John and Virginia Beaman Charitable Fund

Becton Tannenbaum Fund

Shirley Berger Fund

Bergman Fund

Berkshire Fund

The Better Place Fund

Bilbro Educational Fund

Biogen Idec Foundation Micro-Grants in Science Education Fund

Donald L. and Maryann Bitzer Family Fund

James Christopher Black Fund

Stanley Black Family Fund

John and Jeanne Miles Blackburn Fund

Blum Family Fund

Triangle Community Foundation offers a variety of funds to help donors achieve their charitable goals:

Donor-Advised FundsA donor-advised fund is a flexible, charitable giving vehicle for donors

to be actively involved in deciding what causes and organizations will

receive their support.

Borden Family Fund

Kirk and Deanne Bradley Fund

John and Katherine Bratton Fund

BRB Fund

Bringing Joy Fund

Larry and Patricia Brock Family Fund

Frederick P. Brooks, Jr. and Nancy G. Brooks Donor-Advised Fund

Fred and Shirley Brown Memorial Scholarship Fund

The Debra J Buck Charitable Fund

Alice and Lance Buhl Fund

The Rebecca Mary Bultinck Fund

Burroughs Wellcome Fund Hitchings / Elion Fund

Annalee Dale Cairns Memorial Fund

Joseph & Dorothy Campbell Fund

Cancer Immunotherapy Research Fund

John Cannon Memorial Fund

Capel Beeton Memorial Fund

Carey Family Fund

Arthur Carlsen Charitable Fund

Carolina Scholarship Fund

Carter Gordon Family Fund

The Carver Family Charitable Fund

Cary Oil Fund

Castillo - Alvarez Fund

Gordon and Sophia Caudle Family Fund

Cavanaugh Family Fund

CBC/WRAL Community Fund

CCNC Dedicated to the Fight Fund

E. and E. Chanlett Fund

Charlie Bucket Fund

Chilton Family Fund

Christ the King Fund

Donald Clarke-Pearson Runner’s Fund

Clayton Family Charitable Fund

Joseph H. and Barbara G. Collie Fund

Perry Colwell Fund

Ronald Gray Conrad Fund


Clark and Karen Havighurst Fund

B. T. Henderson, II Family Fund

Eileen and Michael Hendren Fund

Robert M. and Bonny Harris Herrington Fund

Heytater Fund

Carl and Peggy Hibbert Fund

Hill Family Fund 2

Debbie L. Hill Fund

The Jim & Brenda Hines Charitable Fund

Sandra F. Hoke Fund

Ed and Mary Hayes Holmes Fund

Samuel M. and Margaret U. Holton Fund

Donald and Jennifer Holzworth Fund

Holzworth Family Fund

Home Health Foundation of Chapel Hill Endowment Fund

George and Alice Horton Fund

Horton-Carr Fund

Ian and Meg Howes Charitable Donation Fund

Dan Hudgins Summer Child Care Fund

Hulka Family Endowment Fund

Fred and Nancy Hutchison Fund

Gray and Betsy Hutchison Fund

Ideas for Humanity Fund

In Sam’s Name *

InSight Fund

Jack Fund

Brenda D. Jamerson Fund

Jane and Jim Fund

Janssen Family Charitable Fund

Jenny Fund

John 3:16 Fund

Orlan and Cornelia Johnson Family Fund

Howard Allen Johnston Fund

J. A. Joseph Family Fund

JSR Fund

Jubilee Fund

Harold and Felicia Kadis Family Fund

Margaret Q. Keller Endowment

Banks and Dorothy Kerr Fund

Moise and Vera Khayrallah Fund

Sarah and George Klunk Fund

Harold Kohn Fund

Dot and Grey Kornegay Fund

Kristen Fund

Kuhlman Family Fund

Mark and Cynthia Kuhn Family Fund

Stephen B. Cook Family Fund

Stephen and Sandra Corman Fund

The Coronaca Fund

Courageous Heart Fund

Ellis and Bettsy Cowling Donor-Advised Fund

The Jeffrey M. Crane Charitable Fund

Alexis LeDantec Beatrice Creedon Memorial Fund

Crow Family Fund I

Crow Family Fund II

John and LouAnne Crumpler Family Fund

Mr. and Mrs. Frank Daniels III Charitable Fund

Julia and Frank Daniels, Jr. Fund

Julia and Frank Daniels, Jr. Endowment Fund

Josephus Daniels Charitable Fund

Lucy Cathcart Daniels Charitable Fund

E. de Grange H. Scholarship Fund

Arthur S. and Martha D. DeBerry Advised Fund

Deepwood Fund

DelaCourt Family Fund

Denali Fund

DHI Fund

Ron E. and Jeanette R. Doggett Endowment Fund

Monica Doss Charitable Fund

Dougherty Family Charitable Trust Fund

Durham Rotary Community Fund

Lance Eakes Memorial Fund

East Chapel Hill Rotary Club Foundation Fund

Eclectic Chameleon Endowment

Anne Edens Fund

Eleanor and Joseph Fund

Emma’s Fund

Emshoff Family Fund

Ender Family Fund

Ending Homelessness - Raleigh / Wake Fund

Ryan G. Engstrom Fund *

Jason and Jessica Evans Memorial Fund

H. Spencer Everett Jr. Family Endowment Fund

Bettie Ann Whitehurst Everett Memorial Endow-ment Fund

Fair Fund

Fear Not Fund

Fellowship Fund

The Randolph R. & Shirley D. Few Charitable Fund

First Rung Fund

Fizz Fund

Fletcher Fund for Health

Stuart Berg Flexner Memorial Fund

Anne C. FOGG Fund *

Lacy Family Fund *

Helen Francis Ladd Family Fund

Roger and Beth Lamanna Family Fund

LarMar Fund

Caroline Laundon Memorial Fund

Lederer Fund

The Legacy Fund

Lenovo Hope Fund

Lenovo Hope Disaster Relief Fund

Leslie Family Fund

Levit Family Fund

Robert G. Liverman Tarheel Fund

Peter T. Loftin Foundation Fund

Lunsford Padilla Fund

Frances Lynn Fund

Elizabeth and Robert Lyon Fund

M.A.N. Fund *

Margaret and Ross Macdonald Charitable Fund

Louis and Fay Maira Scholarship Fund

Mama Dip Share the Love Fund

The T.H. Maren and S.K. Fellner Fund

Marion Fund

Arthur and Judy Marks Family Fund

Grier and Louise Martin Fund

James W. Mason Memorial Fund

James H. and Connie M. Maynard Fund

Doris Cooper McCoy Fund

McLendon-Whittington Family Charitable Fund

Alice Lenora McNeely Memorial Fund

Mechanics & Farmers Bank Fund

Bill Mecklenburg and Christine Condino- Mecklenburg Family Fund

Peter J. and Prudence F. Meehan Fund

Mekye Malcolm Memorial Endowment Fund

Mental Health Charitable Fund

Meyer Family Fund

Francis J. and Mary A. Meyer Charitable Fund

Joel A. and Bonnie G. Millikan Charitable Fund

The Lawrence & Sylvia Mills Family Fund

Aalok S. Modi Global Health Fund

Moe-Green Family Fund

George E. and Loretta M. Molitor Family Fund

Moore Family Fund

The Mary Ann Morris Diabetes Camp Fund

Connie and Monte Moses Fund for the Arts in Durham

Moving Forward Fund

Mumma Family Fund

Four Feathers Fund

Fowler Family Charitable Fund

George and Isabel Fowler Fund

The Dianne Marie Franco Fund

Freedom Legacy Project Fund

Doris and Claire Freeman Fund (in honor of Raymond H. Goodmon III and James F. Goodmon)

Freeman Family Fund *

The Douglas E. and Judy A. Frey Fund *

Frey Family Charitable Fund

Friends of University of Florida Urology Fund *

Fritsch Family Fund

John S. Gaither Charitable Fund

Garda Endowment Fund

Genesis Home Circles of Support *

Greg Gephart Fund

Gilligan-Smiley Fund

Tom and Pat Gipson Fund

Given with Grace Fund

Grace Alston Glass Fund for Home Caregivers

GlaxoSmithKline IMPACT Awards Fund

God’s Bounty Fund *

Golden Corral Charitable Fund

Golden Corral Hope for Haiti Fund

Good Fence Fund

Jim and Barbara Goodmon Fund

Gore Family Fund

Goulding Family Charitable Fund

Anil and Lakshmi Goyal Charitable Donation Fund

Ruth and Stephen Grant Fund

The Greenwald Family Charitable Fund

Greystone Fund

Grissom Family Fund

Grubb Family Fund

Umesh and Usha Gulati Charitable Fund

Vasudha Gupta Fund

Halcyon Fund

John Michael Hale Memorial Fund

Ken and Maidi Hall Fund

Handly Family Charitable Fund

Robbie Hardy Endowment Fund

Harmonia Mundi Fund

Harris Family Charitable Fund

The Harris Family Fund

B.W. Harris, III Family Fund

Steve and Chasie Harris Fund

Julia Ann Harrison Memorial Fund

Hartman Family Fund

02TRIANGLE COMMUNITY FOUNDATION

12


The George & Lorraine Seamen Charitable Fund

Sethi Family Trust Fund

Robert and Pearl Seymour Fund

Lopa Shah Fund

Joanne Shaver Sarcoma Research Foundation Fund

Debbie Shelton Memorial Fund

Shepard Alliance for Enlightenment Fund

The Sheshadri Fund

William W. and Jane B. Shingleton Fund

Sholtz Family Fund

Thomas E. and Joan L. Sibley Endowment Fund

Floyd E. Skipper and Ruby T. Skipper Memorial Fund

Slifkin - Freemark Family Fund

Steve and Kristen Smalley Charitable Fund

Smiley-Gilligan Fund

Kassel Smit “Make a Difference” Fund

Smith Anderson Blount Dorsett Mitchell & Jernigan LLP Community Fund

Amy Rowland Smith Fund

Charles Lee Smith, III Family Fund

D. Joe and Victoria Smith Fund

Judy and Johnnie Smith Endowment Fund

J. Smith Estate Charitable Fund

James I. and Nancy S. Smith Fund

Margaret and Lanty Smith Family Fund

The Snappy’s Fund

SOUL (Save Our Undeveloped Land) Fund

Southeast Technology Fund

The Sparling Family Fund

SRW Charitable Fund

Leo and Delores Stankavage Family Fund

John H. E. Stelling Fund

James A. Stewart and Frances Dyer Fund

The Jonathan T & Kayla J Stewart Charitable Fund

Stidham Family Endowment

Shaler and Carolyn Stidham Fund

Betsy Strandberg Fund

Stringfellow Family Charitable Fund

Sunshine Fund

Svetkey - van der Horst Fund

The Sykes Fund

Tim and Judy Taft Fund

Taku Fund

Richard B. and Marian E. Taylor Fund

Ten Year Plan to End Homelessness in Durham Fund

Munsch Family Fund

Namm Family Charitable Fund

Nathan-Groves Fund

North Carolina American Indian Fund

Frank Neelon Fund for Literature in Medicine

Lindsay Smith Newsom Family Fund

James F. and Alice B. Newsome Endowment Fund

G. Wallace and Rebecca Newton Fund

Next Movement Fund

Frances W. Nipper Fund

Noël Family Fund

Oak Fund

Oakland Fund

Robert G. Olander Fund

Ryan Page Memorial Fund

Elizabeth Ragland Park Fund

Parker Family Fund

Pascal-Strom Family Endowment

Pascal Strom Family Fund

Pass It On Fund

Amark S. Patra Fund Benefiting Cancer Research and Soup Kitchens

Patterson Family Fund

Mike and Mary Patterson Family Fund

Paul Green Foundation Fund

Paul Green Foundation Endowment Fund

Erle and Mary Peacock Charitable Fund

Florence Peacock Fund

Petersen/Young Fund

John and Pam Philips Family Fund

Phoenix Fund

Pilgrim Fund

George C. Pinther Children’s Fund

Plachetka Family Fund

Pleil Family Giving Fund

Irene Rand Poole Endowment Fund

Paul R. Pope Charitable Fund

Travis Porter Foundation Fund

Barry L. Poss Fund

J. Dewey and Mabel M. Powell Charitable Fund

Preddy Family Fund

Presnell Family Fund

Kevin Pringle Memorial Fund *

Proia Family Fund

Caroline M. Punte Fund

Charlotte Smith Purrington Family Fund

Qualex, Inc. Fund

Tepper Family Fund

Philip “J” Thomas Memorial Endowment

Van and Luella Thomas Family Fund

ThreeSpokes Fund

Ronald and Marilyn Toelle Charitable Fund

Allen and Kate Douglas Torrey Fund

Phil and Travis Tracy Family Fund

Trapani Family Charitable Fund

Lawrence C. and Melanie K. Trost Charitable Fund

Tulloch-Liner Charitable Fund

Tyler/Berger Family Fund

Carolyn Underwood Fund

ValHope Fund

Agnes and W. L. Van Sant Fund

VanSant Family Fund

Indu and Mahesh Varia Family Fund

Ventana Endowment Fund

Ventana Community Fund

Vision Fund

Elizabeth and Julian Wachs Fund

Michael Warner and Elizabeth Craven Fund

Dr. Charles DeWitt Watts, Sr. Memorial Fund

Friends of the Watts Street School Fund

Weaver Charitable Fund

Weinberg Family Charitable Fund

Weisler Family Fund

Burton J. and Nan S. Weiss Fund

Wellspring Fund

Marvin and Dianne Welton Fund

Monty and Nancy White Fund

Wide Waters Fund

Widmark Family Fund

Wilcox-Berteel Family Fund

H. M. Wilson, Jr. Memorial Children’s Fund

Thomas G. and Nancy L. Wilson Family Fund

The Susan W. Woodling Charitable Fund

Katherine and Frank Woodman Memorial Fund

Woodson Family Fund

Wynn Family Fund

Yager Fund

Young Family Fund

Youth Pro Musica Fund

Zawawi Family Charitable Fund

The Kenneth & Joyce Zeitler Charitable Fund

* New Funds

Quam Bonum In Unum Habitare Fund

Steve Quessy and Marna Doucette Fund

Harold & Robin Quinn Fund

Quintiles Gives Back Fund

Ragland Family Charitable Fund

William M. Ragland, Jr. Family Charitable Fund

Rand-Hager Family Charitable Fund

Joseph and Xiaomei Li Reckford Fund

Susan A. ReCorr Charitable Fund

Rete Mirabile Fund

Anna Louise Reynolds Fund

Rickenbacker Fund

Gerald and Stephanie Roach Family Fund

The Rodger Family Charitable Fund

Ernest C. and Constance B. Roessler Fund

E.T. and Frances Rollins Endowment Fund

David and Susan Rosenberg Family Fund

Michael Rosenberg Family Fund

The Susan Rosenthal and Michael Hershfield Charitable Fund

Rotary Club of Chapel Hill Advised Fund

Rotary Club of Chapel Hill Fund

Royalty Fund

Clyde and Hildegard Ryals Fund

Leonard and Virginia Safrit Family Fund

Leonard and Virginia Safrit Fund

Lisa Salzman Fund

Carlyn A. Sanders Family Fund

Charles and Ann Sanders Fund

Charles A. and Elizabeth Ann Sanders Fund

Christopher T. Sanders Family Fund

Michael and Lisa Sandman Family Fund

SAS Charitable Fund

SAS Relief Fund

Howard and Lyn Satisky Family Fund

Scarborough-Hart Fund

Schmidt-Nielsen and Claesson Family Fund

Schmitz Family Fund

Schneider Family Fund

Anthony and Stella Schomberg Fund

Schrum Family Fund

Schuetz Family Fund

David and Margaret Schultz Fund

Schwartz Morris GreenLight Fund *

Bill and Carolyn Schwartz Family Fund

SciQuest, Inc. Charitable Fund *

Scott Family Endowment Fund


14


TCF Real Estate Foundation

Funds Currently Being Held Until Sale

Chip and Shelly Bishop Donor Advised Fund

Susan DeLaney Fund

DeLaney-Berg Family Fund

DeLaney-Barton Family Fund

DeLaney Laine Fund

DeLaney-Oxley Family Fund

Doug and Gerri Herakovich Donor Advised Fund

Margaret G. Altvater Fund for Education

American Tobacco Charitable Event Fund

Bank of America Leadership Triangle Endowment Fund

Borchardt Fund

Julia Preston Brumley and George William Brumley, III Family Memorial Fund

Manuel, Fotini, and Otis Capsalis Memorial Endowment Fund

Donna Cederberg and John Cederberg (sister and brother) Memorial Endowment Fund

Minnie E. Chandler Endowment Fund

Chester and Jessie May Clark Endowment Fund

Community Group Houses Fund

Anne D. Compton Family Fund

William C. Cowdery Family Endowment Fund

James E. and Margaret R. Davis Endowment

Charles E. and Alberta B. Dolan Fund

Alice F. Eure Charitable Endowment Fund

The Floyd Fletcher Fund

Bobbie Fletcher Fund

Frank U. and Nelle Crowell Fletcher Fund

Fordham Fund II

Freudenberg Nonwovens Fund

Fund for Women and Girls of Durham

Morgan Gardner Endowment Fund *

Jeannette A. Gates Fund

Claude and Eleanor George Fund


16

Unrestricted and Field-of-Interest FundsAn unrestricted fund allows the Foundation to identify the most pressing

needs and promising opportunities in our region and target fundholder

dollars where they can be most effective. A field-of-interest fund allows

fundholders to support specific issues and causes while TCF selects

organizations to accomplish the donor’s goals. TCF Special Funds

Triangle Community Foundation Endowment Fund to benefit the Triangle today and tomorrow

Triangle Community Foundation Operating Fund to support programs that strengthen our region

Community Grantmaking Program Fund to award competitive grants to local nonprofits

Disaster Relief Fund to support disaster relief and recovery efforts

Shannon E. St. John Philanthropy Endowment Fund to invest in cutting-edge philanthropic initiatives and train future philanthropic leaders

Catalyst Project Endowment Fund to promote philanthropy in the Triangle especially with businesses, entrepreneurs and professional advisors

Send A Kid to Camp Program Funds

Since 1984 the Send A Kid To Camp program has provided summer camp tuition assistance for more than 7,500 local children in need. Donors can contribute year-round to support campers from a specific county or the Triangle-at-large through the following funds:

Send A Kid To Camp Endowment Fund

Send A Kid to Camp Fund

o For Chatham County

o For Durham County

o For Orange County

o For Wake County

o For the Triangle-At-Large

GlaxoSmithKline Endowment Fund

Beth Glenn Memorial Scholarship

Elizabeth Wade Grant Endowment Fund

Scaief-Gustaveson Fund

Half the Battle Fund

Hanley-McCall Fund

Hil-Car Harris Fund

George Watts Hill Fund

Willie B. and Bruce A. Hill, Sr. Charitable Fund

George and Beverly Hitchings Endowment Fund

Luther H. Hodges Biography Project Fund

Howland-Dawson Community Endowment Fund

Patricia J. Hughes Fund

Governor James B Hunt, Jr. Biography Fund *

Elinor Moore Irvin Fund

Jenny I Fund

Thomas S. Kenan, III Endowment

Susan B. King Far Side Fund

F. M. Kirby Endowment for Corporate Philanthropy

Project Kokoro Fund *

Etta Laikin Endowment Fund

Litwack Family Endowment

The Maren Foundation Send a Kid to Camp Endowment Fund

Mason’s Apron Fund

Mitsubishi Semiconductor Community Ventures Fund

John Nelson and Corinne Moreno Scholarship Fund

Peter John Neal Memorial Scholarship Fund

Norburn Family Fund

Just A Nutter Book Fund

Optimist Club of Durham Fund

Peoples Security Insurance Endowment Fund

Charles Chase Pratt Memorial Fund

Quota Club of Durham

Mel and Zora Rashkis Endowment Fund

Regional Community Endowment Fund

Margot Meyer Richter Endowment Fund

Margot M. Richter Fund

Elizabeth Marie Roberts Scholarship Fund *

Kenneth C. Royall, Jr. Fund

Schwartz Family Fund

Kathryn (Kay) Segee Memorial Fund

Jacqueline Shaw-Haywood Memorial Fund

Faith and Arnold Shertz Fund

Asa T. and Elna B. Spaulding Endowment Fund

St. Luke’s Circle Endowment Fund

John and Otelia Stewart Endowment Fund

SunTrust Endowment

William Taylor-Lillie Mae Jones Fund

Telemark Fund

Claude and Adele Thomas Fund

Ron and Marilyn Toelle Endowment Fund

Village Companies Foundation Endowment

Mary Margaret Wade Charitable Fund

Barrie Wallace Fund for the Arts

Carl G. Ward Fund

Wright Refuge Fund


Arc of Durham County

Arc of Durham County Endowment Fund

Vassiliades Memorial Endowment

Arc of Orange County

Clara Council Fund

The John Avery Boys & Girls Club

William J. Kennedy Endowment Fund

Needham Broughton High School Alumni Association

Needham Broughton High School Alumni Association Fund

Mial Williamson Memorial Fund

Benjamin Watson Woodruff Fund

Capital Area Preservation

Capital Area Preservation Endowment Fund

Caring House

Caring House Management Reserve Fund

Carolinas Council of Housing, Redevelopment, and Code Officials

Carolinas Council of Housing, Redevelopment, and Code Officials Scholarship Endowment Fund

Chamber Orchestra of the Triangle

Chamber Orchestra of the Triangle Endowment Fund in support of the following endowed chairs:

Podium Endowments

Eva Eliel Podium

Mary and James Semans Podium

Concertmaster Endowment

Gettes Family Chair


18Agency FundsAn agency fund is established by a nonprofit organization as part of its overall

financial strategy. Agency funds can be endowment funds that support organiza-

tions in perpetuity or non-endowed funds to establish cash reserves.

Principal Chair Endowments

Gregory Bateson Assistant Concert Master Chair

Blythe Family Principal Violin II Chair

Carol Clarke Hogue Principal Viola Chair

Trois Edwin Johnson Principal Cello Chair

Waldenburg Family Principal Bass Chair

Whitehall at the Villa Principal Flute Chair

Charles M. and Shirley F. Weiss Principal Oboe Chair

Anna and Simon Schwarz Principal Clarinet Chair

Susan Jennifer Gettes Principal Bassoon Chair

David Lindquist Principal Trombone Chair

Louella Arnold Cammack Memorial Chair

Established for Visiting Artists

Robert Ward Chair for Composition Established by Horst and Ruth Mary Meyer

Chair Endowments

Victor and Lenore Behar Chair

Giorgio Ciompi Chair Established by Mary and James Semans

Deborah and Arthur Finn Chair

Bernice Lindquist Memorial Chair

Elizabeth Lindquist and Jeffrey Kerr- Ritchie Chair

Carol Boren Owens Memorial Chair

Special Endowment Gifts

Thomas F. Kenan, III

Harold and Robin Quinn

Charles M. and Shirley F. Weiss Young Soloists Endowment

Chapel Hill Day Care Center

Priscilla Guild Child Scholarship Fund

Chapel Hill-Carrboro YMCA

Chapel Hill-Carrboro YMCA Endowment Fund

Chapel Hill-Carrboro Public School Foundation

Anne Craig Barnes Education Enrichment Endowment Fund

Chapel Hill High School / PTSA Chair in Humanities Fund

Glaxo Wellcome Excellence in Teaching Science Award Fund

Kaiser Permanente Math and Science Teaching Chair Fund

Zora Rashkis Teaching Chair in Language Arts Fund

R. D. Smith Award Fund

Phyllis Sockwell Chair for Excellence in Elementary Classroom Teaching Fund

Upper Elementary Chair for Excellence in Teaching Innovation Fund

Choral Society of Durham

Choral Society of Durham Fund

Julian Price Family Fund

Valerie Schindler Fund *

Chrysalis Foundation for Mental Health

William Hollister Endowment

OPC Foundation for Mental Health Camp Endowment

Communities In Schools of Wake County

H. Glenn Williams CIS Endowment Fund

H. Glenn Williams CIS Enrichment Fund

Council for Entrepreneurial Development

Council for Entrepreneurial Development Fund

Lucy Daniels Center for Early Childhood

Lucy Daniels Center Endowment Fund

Duke HomeCare and Hospice

Duke Homecare and Hospice Endowment Fund

Durham Arts Council

Durham Arts Council Fund

Durham Central Park

Durham Central Park Endowment

Durham Health Partners

Better Health Endowment Fund

Durham Public Education Network

Durham Public Education Network Endowment

Durham Public Education Network Scholarship Endowment Fund

John H Lucas Family Endowment for Wellness at Hillside High

Durham Center for Senior Life

Council for Senior Citizens Fund

Durham Striders Youth Association

Durham Striders Youth Association Endowment Fund

Durham Symphony

Dr. John Grimes Endowment

Friends of Durham Library

Durham Library Fund

Garner Road Community Center

Garner Road Young Men’s Christian Association Endowment Fund

Historic Hillsborough Commission

Katherine Malone-France Fund for the Burwell School

Junior League of Durham & Orange Counties

Junior League of Durham & Orange Counties Endowment


Learning Assistance

Ruffin/Edwards Academic Development Scholarship Fund

Learning Together

Learning Together Fund

Tammy Lynn Memorial Foundation

Tammy Lynn Memorial Foundation Endowment Fund

Make-A-Wish Foundation of Eastern NC

Make-A-Wish Foundation of Eastern NC Endowment

Meals on Wheels of Durham

Meals on Wheels of Durham Management Reserve Fund

Meals on Wheels of Wake County

Meals on Wheels of Wake County Fund for the Future

Montessori Community School

Montessori Community School Fund

NC American Water Works Association/ Water Environment Association

NC Safewater Fund

NC Coastal Federation

L. Richardson Preyer Endowment

NC Grassroots Science Museums Collaborative

North Carolina Grassroots Science Museum Collaborative Endowment Fund

NC Museum of Life and Science

NC Museum of Life and Science Endowment Fund

Nora K. Nicholson Scholarship Fund

Frank Smullin Arts & Technology Fund

NC Society of Hispanic Professionals

NC Hispanic College Fund


20NC Wheelchair Athletes Foundation

Honey Kirschbaum Memorial Endowment

Mary Neal Child Care and Family Enrichment Center

Mark Estill Endowment

Orange Congregations in Mission

Community Disaster Relief Fund

Orange County Department of Social Ser-vices

Helen E. Heusner Endowment Fund

Planned Parenthood of Central NC

Planned Parenthood of Central NC

Endowment

Alice Aycock Poe Center for Health Education

Building Healthy People Fund

Preservation North Carolina

Goodwin House Fund

Historic Preservation Foundation of NC Endowment Fund

Raleigh Civic Ventures

Downtown Raleigh Fund *

RTI Parents’ Child Care Organization

George R. Herbert Scholarship Fund

St. George’s Episcopal Church

St. George’s Episcopal Church Organ Endowment Fund

Threshold

Threshold Endowment Fund

We Are Not Alone Fund

Triangle Land Conservancy

Logan Irvin Stewardship Fund

UNC School of the Arts Foundation

North Carolina School of the Arts Endowment

United Way of Chatham County

United Way of Chatham County Endowment Fund

United Way of the Greater Triangle

United Way of the Greater Triangle Legacy Society Fund

Urban Ministries of Durham

Betsy B. Rollins Fund for Hunger in Durham

Volunteer Center of Durham

Anne Nichols Moore Endowment

Wake County Bar Association Foundation

Wake County Bar Association Foundation Fund

Wake County Public Libraries

Henry Miller Memorial Fund

Wake County Public Library Fund

Wake Teen Medical Services

Wake Teen Medical Services Fund

Philip Watts Foundation

Philip Watts Foundation Fund

Westminster Presbyterian Church

Holderness Fund

The Women’s Center

Women’s Center Endowment Fund

YMCA of the Triangle Area

Tommy Goldberg Memorial Scholarship Fund


Alycia Long Allen Scholarship Fund

Chapel Hill High School

The Arc of Wake County Fund

The Arc of Wake County

Grace L. Avery African-American Scholarship Fund

Duke University

UNC-Chapel Hill

Laura Bailey & Claire Elisabeth Avery Fund for the Poe Center


Bahama Community Park Construction Fund *

Northern Junior Athletic Association

Beerstecher-Jaquet Family Fund

American Cancer Society - Raleigh

American Diabetes Association - Raleigh

American Heart Association, NC Council

American Lung Association of NC

American Red Cross, Triangle Chapter

Breast Cancer Research Foundation


Durham Rescue Mission

Forest at Duke

Northern Virginia Family Service

Ronald McDonald House of Chapel Hill

Ronald McDonald House of Durham

Send A Kid To Camp Program of Triangle Community Foundation


22Designated FundsA designated fund provides ongoing support to one or more nonprofit organiza-

tions for a set period of time or in perpetuity.

Beryl Fund

Cameron Church Cemetery

Cameron United Methodist Church

Duke University


Trinity United Methodist Church

Alton L. Bland Jr. Memorial Fund

Harrison United Methodist Church

Boys and Girls Club of Wake County Endowment Fund

Boys and Girls Club of Wake County

Carver Fund

North Carolina Opera

R. Meade Christian, Jr. Safe Swimmer Schol-arship Fund

NC United Methodist Commission on Outdoor and Camping Ministries

New Hope Camp and Conference Center

Josephine Clement Fund for Public Education

Durham Public Education Network

William A. and Josephine D. Clement Endowment Fund

NCCU School of Business

Tiffany M. Dockery Memorial Fund

Make-A-Wish Foundation of Eastern NC

Catherine A. Dugger Memorial Fund

Send A Kid To Camp Program of Triangle Community Foundation

Durham Health Partners Endowment Fund

Lincoln Community Health Center

Ben Eason Fund

Friends of NC Library for the Blind and Physically Handicapped

Salvation Army of Wake County

Triangle Radio Reading Service

YMCA of the Triangle Area

Ray Felton American Cancer Society Fund

American Cancer Society

Fletcher Performing Arts Fund

Durham Arts Council

Fred and Margie Fletcher Volunteer Award Fund

City of Raleigh Department of Parks and Recreation

William H. and Muriel J. Fox Endowment Fund

NC Zoological Society

Herman Howe and Gladys Otten Fussler Endowment Fund


The Gibbs Endowment Fund

Raleigh Symphony Orchestra

Gryphon Fund

Rocky Mount Senior High School

Hillside Class of ‘66 Alumni Scholarship Fund

Hillside High School of Durham

Joel M. Hobby, Jr. Endowment Fund

Raleigh Rescue Mission

Jane Joyner Endowed Scholarship Fund

UNC School of the Arts Foundation

Henry and Dorothy Lingle Kamin Endowment Fund

Duke University Medical Center Department of Biochemistry

Pat Kelley Academic Achievement Award Fund

Ephesus Elementary School

Philip and Nancy Leinbach Endowment Fund *

SEEDS

Carl Martin Theater Fund

Durham School of the Arts

Bascom Hall McKay and Frances Clayton McKay Charitable Fund *

American Diabetes Association - Raleigh

American Red Cross

Association for the Preservation of the Eno River Valley

Duke Children’s Hospital and Health Center

NC Museum of Life and Science

Ronald McDonald House of Durham

Salvation Army - Durham Chapter

Senior PharmAssist


Richard K. Meyer Memorial Fund

AIDS Community Residence Association

Morse Integrative Strategies Endowment

Integrative Strategies Forum

Charles F. T. Nakarai Fund for Piano Competition

Durham Music Teachers Association

Nelson Community Association Charitable Fund

Cedar Fork Baptist Church

Lakewood Baptist Church

Lowe’s Grove Baptist Church

NC Baptist Foundation

Woman’s Missionary Union of North Carolina


George W. and Mary H. Newton Endowment

Greensboro College Foundation


Trinity United Methodist Church

North Carolina Amateur Sports Endowment Fund

North Carolina Amateur Sports

North Carolina American Indian Designated Fund

North Carolina American Indian Fund

North Carolina Fund Legacies Fund

MDC

Dr. and Mrs. Yasuhiko Nozaki Lectures Fund

Duke University Medical Center Department of Biochemistry

John A. Parker Fund

Groton School

Robert C. Parker School

UNC School of Social Work

Poe-Smith Endowed Scholarship Fund


E.K. Powe Memorial Fund

E. K. Powe Elementary School

Puckett-Strickland Fund


Grey Stone Baptist Church

Hester Baptist Church

Masonic Home for Children at Oxford

Montreat College

Raleigh Charter High School Future Fund

Raleigh Charter High School


24Willis Alton & Margaret Baker Reid Stewardship Fund


Susan Ribet Martin and Grace Ribet Memorial Scholarship

Northern High School

Richard S. and Sylvia G. Ruby Fund

Raleigh-Cary Jewish Federation

St. Cecilia Fund

St. Luke’s Episcopal Church

Sheltering Home Circle of King’s Daughters - Hazel Gray Baucom Memorial Scholarship Fund

Campbell University Divinity School

Sister Cities of Durham Endowment for International Understanding

Sister Cities of Durham

Dr. Cleon F. Thompson Scholarship Fund

Shaw University

Tobaccoland Kiwanis Fund

Lincoln Community Health Center

United Way of the Greater Triangle Capacity Building Fund


LeRoy Walker Endowment

The John Avery Boys & Girls Club

F. Carter Williams Architectural Endowment

American Institute of Architects, NC Chapter

Women In Action Endowment Fund

Elna B. Spaulding Conflict Resolution Center

20/20 Sisters of Vision

Christian women empower women and children in local and global communities to improve their quality of life by making grants that impact health, education, economic development and spirituality

A LOT (A Legacy of Tradition) Giving Circle

Continues the legacy of giving by bridging the gaps of African American males through education, collective giving and community responsibility

The Art of Giving (In partnership with NC Community Foundation)

Leverages the power of collective philanthropy to connect women in meaningful and purposeful ways and to benefit women and families in the Triangle region

Beehive Collective

Raleigh young professionals organize fun projects and pool their collective talents to raise meaningful amounts of money to support causes they care about

Heritage Quilters

Women of Warrenton promote the knowledge of the art of quilt making and to pre-serve the history and the lore of fabric art

Next Generation of African American Philanthropists (NGAAP)

Promotes collective giving of time, talent, and treasure to improve the quality of life for African-Americans in North Carolina’s Triangle region

Way Out Giving Circle

Enriches and empowers the African American community by enhancing cultural and historical awareness, education and training

Giving Circle FundsGiving Circles allow donors to give with others, pool resources and decide

as a group where to give grants.


Alpha Delta Scholarship Fund

John A. Aldridge

Tim K. Bayus

Kyle J. Caton

Daniel T. Gauss

Bradley S. Kniejski

William W. McCormick

Zachary B. Poliacoff

Walton Harrison Reeves

Jorge Rosello

Alpha Phi Alpha African-American Male Scholarship Endowment

Darin Jeraun Dudley

Jamaal Morell Williams

Alpha Tau Boulé Scholarship Fund

Sheldon D. Gill

Marques D. Jeffreys

Jamaal M. Williams

Grant A. Wilson

Carol Ann Beerstecher Nursing Scholarship Fund

Jennifer K. Adams

Cynthia A. Freimark

Sheena B. Hilton

Nykiya D. Lee

Ronnisha D. McCormick

Hannah N. Travlos

Felicia Brewer Opportunity Scholarship Fund

Erika Cervantes

Lutha Naw

Trey Cheek Memorial Fund

Lena Raxter


26

Donald Clarke-Pearson Runners’ Scholarship Fund

William Collette

Adam Glasser

Josephine Hollingsworth

Molly Scanga

Alison Smith

Kyle Villemain

de Grange Endowment Fund

James O. Duncan Fund

Brenton David Yadon

Durham Bulls/WRAL Explorer Posts Scholarship Fund

Jonathan A. Duren

Casey Ellis

Nicholas R. Makansi

Katherine C. McGinnis

Robert Rowe

Durham Cerebral Palsy Foundation Fund

Durham Eagles College Scholarship Fund

Nathaniel Alexander Morgan

Sherman Theodore Ragland, Jr.

Sherman Theodore Ragland, III

Peter Augustus Ratcliffe

Gertrude B. Elion Scholarship Fund

Rushina Cholera

Patricia Lenhart

Edgar C. Garrabrant, II and John R. Garrabrant Memorial Scholarship

William Douglas Thornton

GlaxoSmithKline Opportunity Scholarship Fund

Carlee Baggett

Nicole Beach

Destiny Cole

Rafel Lane

Jessica Scarbeau

Michael S. Gray Memorial Fund

Abir Chatterjee

Sean Garcia

Nick Gazda

Stacy Guess Fund

Nora C. Burgard

Julia Ann Harrison Scholarship Fund

Alejandra Orellana

George H. Hitchings Fund for Health Research

Emily Wayne

Jessica Wofford

Allison Elizabeth Hoof Memorial Fund

Laura Seidel

Linda A. Ironside Fund for the Arts

Janssen Family Scholarship Fund

Andrew Brock Choate

Kate Parks Kitchin Scholarship Fund

Elizabeth McAuley Fish

Caroline Laundon Memorial Scholarship Fund

Alison Smith

Isaac Hall Manning, Jr. Award for Excellence in Patient Care

Stella Pinto

Brian T. Wood

Ruby Ennis Maynard Scholarship Fund

Chandra DeVaul

Dorothy Swanson

Mary Margaret McLeod Fund for Deserving Children in Lee County

Native American Health Education Fund

Suzan E. Jones

Elizabeth G. Sam

Jesse Y. Sanchez

Lei-Lani White

Neuse Ryder Cup Fund

Kelsey E. Boykin

Andrew S. Furr

Stefan M. Garcia

Angelica Macedo-Aguirre

Alexander G. Nelson

George and Mary Newton Scholarship Fund

Taurus Sneed

North Carolina Jaycee Foundation Scholarship Fund

Jillian D. Froelick

Hollis Lineberger

William T. Vickers, III

Carly Wolberg

Joseph S. Parker Jr. and Loretha Brooks Parker Fund

Dr. Carl N. Patterson Memorial Fund

Greyson Watkins

Pi Phi 1st Generation Scholarship Fund

Tiarra Green

Susan Ellis Roberts Scholarship Fund

Ricky D. Hopper

Scholarships and Awards (2011-2012 Academic Year)Scholarship funds and individual awards give the gift of education based on need

or merit or they can also focus on a particular area of study


Scholars’ Latino Initiative Fund

Patricia Calderon

Xaviera Carrillo

Esaul Gonzalez Contreras

Rubi Escalona

Darinka Guevara

Ramon Hernadez

Jayson Perez de Paz

Katherine Perez de Paz

Crisdary Velasquez

Shaver-Hitchings Scholarship Fund

Colleen Jeske

James Sills Scholarship Fund

Kassel Smit “Make a Difference” Scholarship Fund

Dominick Downing

Abbie Martschenko


28Charles Harrison Smith, III Scholarship Fund

Reina Lemus

Van and Luella Thomas Family Scholarship Fund

Rachel Daniel

The Tomorrow Fund for Hispanic Students

Kathryn H. Wallace Endowment for Artists in Community Service

Cynthia Penn

Richard E. Whitted Fund

Teon Dolby

Sherika M. Thorpe

The George H. Hitchings Society Building a legacy for generations to come

Triangle Community Foundation created the George H. Hitchings Society to

recognize donors who set up gifts to the Foundation in their estate or financial

planning. The society is named for the foundation’s creator, Nobel Laureate

Dr. George Hitchings, and honors those who, by naming TCF as a beneficiary in

their wills, trusts, insurance policies, or retirement assets, build resources for the

community. Individuals who include legacy charitable gifts in their estate or financial

planning serve as an example and inspiration for others.

To learn more about the Hitchings Society, please contact Robin Barefoot, at

[email protected] or 919.474.8370, ext 133

The Foundation gratefully acknowledges these Hitching Society members:

Michael and Mary Bryan Adair

James M.* and Barbara Brandeis Alotis

Charles and Barbara Andrews

Grace Lynn Avery

L. Thomas Barber and Shannon St. John

Gail M. Bauer

Clare and Walter Baum

Helen Elizabeth Bell

Vern S.and Mary B. Bell

Robert H. and Carol W. Bilbro

Joyce Billotte

Donald L. and Maryann Bitzer

Thomas Blackburn

James* and Barbara Blanchard

Frank K. and Carolyn H. Borden

John G.* and Dorothy R. Borden

Donald R. Brewer

Henry Forest and Betty Jean R. Britt

Susan E. Brown and David F. Ritchie

Phillip and Katharine Buchanan

Donald and Shirley Burkall

Tom and Marge Berger Busch

Joseph H. and Barbara G. Collie

Ann Marjorie and George Harold Connell

Michael Cucchiara and Marty Hayes

Chicita Culberson

Mark and Susan Daley

Edgar Foster Daniels

Julia and Frank A. Daniels, Jr.

Julia Graham Daniels

Patricia B. Daniels

Arthur S. and Martha* D. DeBerry

Christopher Kevin Delaney

Louis R. and Madelyn L. Dickerson

Pearl B. Doherty

Mrs. Alberta B. Dolan

Robert P. Donovan

John McNeely DuBose

David Eaton

Kay Edgar and Bob Healy

Amy F. and Monty Edge

Ronald A. Epner & Elise A Epner

H. Spencer Everett, Jr.

Joseph Fedrowitz and Mitchell Vann

Jay H. and Kay Marvin Ferguson

Barbara M. Fletcher

Susan Frazier

Robert Frye and Peggy Blake

Cheryl Gallan

Mr. and Mrs.Benjamin K. Gibbs

Mr. and Mrs. Nicholas* Gilles

Peter Gilligan and Lynn Smiley

Robert Glenn and Connie Winstead

Elizabeth Wade Grant

Robert and Dana Greenwood

Roselyn Gurlitz


Norman and Nancy Scaief Gustaveson

Beverly Dougher Hanly

Pamela Logan Harris

Don and Marilyn Hartman

Alycia Hassett

Marian and Ronald Hawkins

Katherine Gordon Haworth (for the animals)

James Patrick and Martha Young Heafner

Frances Wright Henderson

Dorothy L. Heninger and Simeon Heninger

Debbie Hill

Mary and Watts* Hill

Mary and Watts* Hill

William Hill

Joel M. Hobby, Jr.

Tom and Jean Hogen

Donald and Jennifer Holzworth

Gray and Gail Hutchison

Raymond Lewis Jefferies, Jr.

Jeff and Jan Jewett

Louise Johnson

Tyler R. Johnson

Ambassador James Joseph

Douglass Joyce and Colleen Zinn

Dorothy L. Kamin

Eric E. Karnes

Kelly S. King

Martha Klopfer

Mark and Katherine Kauffman Kocourek

Harold Kohn

Randolph and Catherine Lambe

Mary E. Larkin

Joan Lash and Ray Williams

Nancy W. Laszlo

Heather Smith Linton

Anne Cone Liptzin

Walter Lowry and Susan S. Caudill

Edwin H. and Ruth P.* Mammen

Jack and Mary McCall

William B. McLawhorn

Peter and Prudence Meehan

J. Horst & Ruth Mary Meyer

Marilyn Rand Miller-Fox (in memory of her son)

Polly and Rebecca Mitchell-Guthrie


30Mark and Patricia Molitor

Mary Cynthia H. Monday

Marv and Lesia Monfre

Anne and Victor B. Moore

Jean M. Moore*

Ronald Morrow

Jan Muller

Mike and Barbara Murphy

Walter L. and Denise D. Newton

Schooner Nowell

Robert P. Nutter

Robert P. Nutter

Margaret P. Parker

Larry and Beth Patterson

Erle Peacock

Mimi Pearson

David and Mary Peele

Ellen Yeargan Pemberton

Peggy P. Perlman

Barry L. Poss

Ethel Pratt

M. Elizabeth Preddy

Lee Nowell Radford and Garland Radford Jr.

Neil O’Toole and Janet Ramsey

Mel* and Zora Rashkis

Anna Louise Reynolds

Joseph and Libby Robb

Carol T. Robbins

Verne L. and Tanya Sue Roberts

Ernest C. and Constance B. Roessler

Allen Rogers

Mozette Rollins

I. Woodall* and Mary E. Rose

Gayle L. Ruedi

Earl H.* and Margaret Ryan

Duane and Shelly Ryder

Dudley Hill Campbell Sargent

Marjorie A. Satinsky

Anne and Tom Schick

John and Tan* Schwab

Beverly Ann Segee

John Edward Segee

Jean S. Sharp

JB and Thomas M.* Shelton, III

Robert D. and Connie C. Shertz

Glenn Simon

Michael and Mig Murphy Sistrom

Perry and Lillie Duke Clements* Sloan

Judy and Johnnie* Smith

Walter G. and Kathryn F. Smith

William D. Smith

Gail Souare

Jack M. and Patsy H. Stancil

Paul and Leslie Starsoneck

Daniel S. and Connie T. Stevenson

John S. and Otelia J. Spaulding Stewart

Martha R. Stone*

Sara and Lyle Strassle

Ron Strom and Cathy Pascal

Sherwin Suddreth

Boyd R. and Janie J. Switzer

Jim and Cassandra Swon

John Terborgh and Lisa Davenport

Wynne Thomas

Ron and Marilyn Toelle

Charles D. Liner & Camille “Kitty” Tulloch

Jerry and Sondra VanSant

Jack and Carol Walker

Dr. Robert and Ms. Mary Ward

Bill and Gloria Warner

Ethel Weinberg

Selena Warren Wheeler

Andrew Widmark

Alice Poe and F. Carter* Williams

Richard and Diane Williams

R. Brooks and Sandra J. Winbourne

William E.* and Joan M. Wollman

Ellizabeth Woodman

Josef Woodman

There are also 78 members who prefer to remain anonymous.

*Deceased

Scholarship$365,000

DonorAdvised

$11,250,000

Agency$770,000

Field of Interest/

Unrestricted$649,000

Designated$1,042,000

GivingCircles$35,000

Awards$19,000

32

Triangle Community Foundation is committed to growing the philanthropic

resources of our community through careful stewardship of the Foundation’s

assets. One of our core functions is exemplary financial and asset management

in order to increase charitable assets while preserving capital. The Foundation’s

assets have grown from an initial contribution of $3,000 to approximately

$145 million in total assets, our highest level to date. During the 2010-2011 fiscal

year, the Foundation received contributions of $12 million and made grants

totaling $14.1 million. Investment gains for the same period totaled $19.5 million,

and were fueled by the continued recovery of the investment markets.

The Investment Committee is responsible for management of the Foundation’s

investments. Members of the Investment Committee are chosen for their

business and financial management experience and expertise. Our invest-

ment strategy is determined by our Investment Committee with input from

Colonial Consulting, our independent investment advisor. For the past 30 years,

Colonial Consulting has provided investment advisory services to large endow-

ments and foundations and has the expertise to understand the requirements

and challenges of philanthropic organizations.

The Foundation’s assets are invested in three main pools of capital: the Endowed

Portfolio (currently 60% equity, 20% fixed income, 20% alternative), the Non-

Endowed Equity-Oriented Portfolio (currently 75% equity, 25% fixed income),

and the Non-Endowed Fixed Income-Oriented Portfolio (currently 30% equity,

70% fixed income). The investment portfolios are designed and managed to:

1) provide diversified, high-quality investments without undue risk of significant

capital depreciation; 2) produce returns that exceed inflation and the spending

needs of endowed funds; and 3) meet or exceed established investment industry

benchmarks.

Financial Overview.



GRANTS byTYPE of FUNDGRAND TOTAL: $14,130,000

Gifts

Grants

34Total Assets & Investments As of June 30, 2011

2007 2008 2009 2010 2011

Total Assets 124.4 137.5 116.6 125.8 144.9

Investments 106.5 111.8 103.4 111.4 131.1

2007 2008 2009 2010 2011

Gifts 21.0 33.4 15.9 14.4 12.0

Grants 13.2 13.6 15.1 12.0 14.1

160.0

120.0

80.0

40.0

0

2007 2008 2009 2010 2011

$ M

ILLI

ON

S

40.0

30.0

20.0

10.0

0

2007 2008 2009 2010 2011

$ M

ILLI

ON

S

Gifts & Grants As of June 30, 2011

Total Assets

Investments


35Statement of Financial Position, as of June 30, 2011

ASSETS

Cash ...................................................................................................................................... $1,596,555

Investments .....................................................................................................................$131,102,320

Real estate held for sale ....................................................................................................$3,115,100

Receivables ..........................................................................................................................$8,141,799

Rental real estate (net of depreciation) ........................................................................... $826,032

Office furniture and equipment (net of depreciation) ...................................................$77,022

Total Assets ...........................................................................................................$144,858,828

LIABILITIES AND NET ASSETS

Accounts payable and accrued expenses ..................................................................... $200,241

Grants payable .......................................................................................................................$581,785

Assets held on behalf of other organizations .............................................................$6,726,137

Net assets ........................................................................................................................$137,350,665

Total Liabilities and Net Assets ..........................................................................$144,858,828

Statement of Activities SUPPORT AND REVENUES

Contributions ....................................................................................................................$12,032,409

Interest and dividends ......................................................................................................$2,585,783

Investment gains..............................................................................................................$19,469,328

Change in value of charitable trusts ..............................................................................$1,644,777

Other income .............................................................................................................................$8,582

Subtotal ..............................................................................................................................$35,740,879

Less revenue from assets held on behalf of other organizations ......................($1,259,414)

Total Support and Revenues ................................................................................ $34,481,465

EXPENSES

PROGRAM SERVICES

Grants ..................................................................................................................................$14,130,891

Grantmaking, special projects, and philanthropic services ....................................... $986,215

Total Program Service Expenses .............................................................................. $15,117,106

SUPPORTING SERVICES

Fund Management ............................................................................................................... $128,067

Administration ....................................................................................................................... $951,592

Development ..........................................................................................................................$312,974

Total Supporting Services ...........................................................................................$1,392,633

Subtotal ..............................................................................................................................$16,509,739

Less expenses from assets held on behalf of other organizations ...................... ($626,606)

Total Expenses .........................................................................................................$15,883,133

Other ...........................................................................................................................($153,484)

Change in Net Assets ..................................................... $18,444,848

Net Assets, Beginning of Year...................................... $118,905,817

Net Assets, End of Year ................................................. $137,350,665

ANNUAL REPORT | 2011

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Documents

TCF 2011 Annual Report