Imagine...

Community Foundationof North Texas

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Vision: Philanthropic Resource Center Helping You Build the Community You Want

Dear Friends,

Many people would prefer to forget 2009, but it marked animportant transitional year for the Community Foundation ofNorth Texas.

With over $9 million in grants from donor advised and des-ignated funds distributed in 2009, we are proud of our rolein serving donors and their charitable interests and helpingcharities accomplish their missions.

We owe a great deal to the many esteemed former boardmembers and to Homer Dowd, our past President, for creat-ing an enduring mechanism for giving.

We determined that the Community Foundation has an evenbigger role to play:

• serving our donors with enhanced services and customized solutions;

• seeking additional ways to help nonproDt organizations;

• establishing a set of individ-ual donor legacies, that taken together, will add immense charitable value to the commu-nities we serve.

We aim to be the philanthropicresource center – if you’ve got a question about charity, giv-ing and how to do it – we want to be part of your solution orhelp you Dnd the correct one for your situation.

Imagine the difference we can make together.

Jeff Alexander Nancy E. JonesChair, Board of Directors President

Imagine...... the difference we can make together.

Meals on Wheels

Nancy Jones and Jeff Alexander

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2009 Grant Recipients:

HIGHLIGHTS of 2009

CCoommmmuunniittyy BBeenneeOOtt aanndd DDoonnoorr SSeerrvviicceess• $9.3 million awarded as grants from donor advisors and designated funds

to more than 559 charities.

• Established 12 new funds at the Community Foundation;

• Worked with attorneys to establish two new planned gifts for endowments to beneOt charitable causes close to the hearts of the two donors.

• Launched the Professional Advisor Cabinet to ensure that the Community Foundation is a resource for philanthropy.

• Provided on-line access to fund holders so that grant recommendations and grant review are available 24/7

• Initiated donor spotlight and donor education forums to learn more about our communities

• Welcomed Nancy Jones as the Foundation’s new President. Nancy met with many of the Foundation’s donors, fund holders and area nonproOts in a whirlwind Orst year.

Texas Ballet Theatre

Children’s Education Program at Bass Hall

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Jill

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son

Passion Becomes RealityImpact of H.O.P.E. Farm Being Felt

Imagine...... a community where giving back is a way of life.

With three simple words, Arthur Bre-land deOned the mission of a localorganization and nearly brought a

grown man to tears. The organization: H.O.P.E. Farm, the faith-

based non-proOt that mentors fatherless youngmen in Fort Worth who are at risk.

The man: Gary Randle, founder and executivedirector of H.O.P.E. Farm.

The three words: “I got it.”“Tell me what you have,” Randle said in re-

sponse to Arthur’s very general statement. The twowere sitting in Randle’s ofOce, aplace many H.O.P.E. Farm boystry to avoid at all cost.

For Arthur this ofOce visit wasdifferent, though. He was homefrom college, visiting the placeand the man that helped changehis life.

He clariOed his obscure remark: “Iunderstand the reason that I’m the

way I am is because of the way you are.”On the verge of tears, Randle’s dream, vision and

passion for H.O.P.E. Farm became a joyous reality. Hesaid, “You got it.”

Others are starting to get it, too – like Nick Martin,who applauded Randle’s no-nonsense approach togetting these young men on the right track.

“He’s a father-Ogure for these boys,” said Martin, aCommunity Foundation fund holder and board mem-ber. “He gives ‘em hell when they do what they’re notsupposed to. Anytime you take a kid that might end upnowhere, and help them, somebody is doing the rightthing.”

For the last 20 years, H.O.P.E. (Helping Other Peo-ple Excel) Farm has mentored hundreds of at risk boys

and started raising“contributors.”

“I want their best,”Randle said. “I wantthem to maximizetheir personal expe-rience.”

When askedabout long-term visions for H.O.P.E.Farm, Randle’s eyeslit up and he ex-plained that one day he wants to have a full-blownschool for boys.

He knows it’s going to be hard and sometimes the vi-sion seems daunting.

“When I get low, I think about what Arthur said tome that day,” Randle explained. “It picks me up.”

We got it.

MARTIN

Arthur Breland and Gary Randle

H.O.P.E. Farm

D O N O R & G R A N T E E

Passion Becomes RealityImpact of H.O.P.E. Farm Being Felt

The Heart of the MatterLegacy Created by Love and ‘Glue’

... a community where giving back is a way of life.

For someone born with holes in herheart, it’s poetic that her legacy isdeOned by the power of love and

some “glue.” The Margaret Mann Wilson Fund

was established at the CommunityFoundation of North Texas to honor thememory of a sick and abandoned littlegirl, who stole the hearts of a local cou-ple and changed an entire family forever.

The impact has stretched across fourgenerations and provided a “piece of theglue” that continues to hold her extendedfamily together.

When Margaret Mann Wilson was 3 months old, she was left abandoned in a house in North Fort Worth.

While she was battling for her life at alocal hospital several months later, shegrabbed the heartstrings of her doctor, BarryWilson.

Despite her poor health, Dr. Wilson andhis wife, Patty, adopted Margaret prior toher Orst birthday. Even though the holes inher heart were repaired, she needed aheart and lung transplant. Margaret wasonly expected to live until she was 7 or 8years old.

At 15, her delayed destiny Onally caught upwith her on a snowy March day.

Her death rattled her family, but a legacy ofgiving became a reality with the creation ofher fund through the Foundation in 1999.

“It’s a memorial, but it’s active,” said Bar-bara McCall Anderson, who oversees thefund along with her brother and sister, Charlie

McCall and KathyeMcCall. “It’s goingto go on forever.”

Anderson is theniece of Dr. Wilsonand his wife, andshe has alwaysconsidered Mar-garet a gift to herfamily – then andnow.

Anderson andher siblings – along with their children andgrandchildren – carry out the wishes of theWilson Family. The focus of the fund is childrenand children’s services.

“We are honored to be involved and trustedto see it through,” Anderson said.

D O N O R A D V I S E D F U N D

Painting inside Cook Children’s Hospital

Margaret Mann Wilson

Imagine...... an endowed fund that celebrates your passion for giving.

AGENCY DESIGNATED FUNDSThe Clariden School FundThe Don and Carol Thompson Charitable Fund* United Way Barnett Shale Fund United Way Legacy Fund United Way Legacy II Fund Women's Fund of UWTC

DISCRETIONARY FUNDSCommunity Foundation All Purpose Fund Community Foundation Administration FundVerna B. and John B. Stubbs Fund

DONOR ADVISED FUNDSDiana Andrus Charitable Fund Bearden Family Charitable Fund Bertha Fund* Bonnell Family Charitable Fund Mr. and Mrs. L.O. Brightbill, III Fund Mark Bynum Fund Harnest Chavern Charitable Fund Virginia and Lester Clark Charitable Fund

WhitNeld J. Collins Charitable Fund Colonial Country Club Charitable Fund Component Fund 00175 Kathy and Royce Craig Charitable Fund Richard K. and Lois B. Craig Family Fund Bob and Betty Crow Family Fund Sue Stubbs Cutler Charitable Fund Deese Family Fund Nancy and Dave Deison Charitable Fund Norman and Monika Dewar Charitable Fund Sara and Buddy Dike Charitable Fund Dan Dipert Family Fund Bill and Paula Dismuke Charitable Fund* Ben and Mary Frances Doskocil

Advise and Consult FundKeith and Jane N. Dunavant Charitable FundCrawford & Mary Jane Edwards Charitable Fund Jennie Beth and Cass Edwards Charitable FundThe Sandra and Henry Estess Fund The Faith Fund Robert A. & Jane W. Ferguson Charitable Fund Bruce and Janice Feuerhelm

Donor Advised Fund* Fleetwood Memorial Fund Gabehart Family Fund Shirlee J. and Taylor Gandy Charitable Fund* Robert and Nancy Ginsburg Charitable Fund Elliot and Heather Goldman Charitable Fund Maurine V. Goodrich Fund Jeanne and Roy J. Grogan Charitable Fund GWR Foundation Fund Craig Hanking Fund Robert and Linda Herchert Charitable Fund Higginbotham Community Excellence Fund*Ann and Lee Hobson Family Fund Hodges Fund Allen and Janet Hodges CCG Fund Tracy E. Holmes Fund Paula M. and Earl J. Hoover Jr. Fund Huckabee Community Excellence Fund Inman Family Fund Alice James Memorial Fund Ross and Nancy Jones Charitable Fund* Joshua Fund

Keene Family Fund Gail W. and W.A. Landreth, Jr. Charitable Fund Mollie and Garland Lasater Charitable FundEllison and Edward Lasater Charitable Fund* Fort Worth-Tarrant County Young Lawyers Martha V. Leonard Fund LGR Foundation Community Fund Manning Family Fund Nicholas and Louella Martin Charitable FundCurt and Bonnie McClymond Charitable Fund McKibben Family Fund William and Sherrie McLeRoy Family Lindy Miller Foundation For Junior Golf Elton and Betty Montgomery Charitable FundSally P. and Scott W. Mooring, III

Charitable Fund Clifton H. and Sheridan C. Morris Fund Morris Charitable Fund Brian and Amy Naughton Charitable Fund Nettune Family Fund Jim & Billie Nichols Charitable Fund Lila M. & James N. Patterson, Jr. Fund

Fort Worth Symphony

AAGGEENNCCYY EENNDDOOWWMMEENNTTSS The Community Foundation manages the endow-ment of a charitable organization and ensures asource of annual support for the non-proOt’s pro-grams and operations.

DDEESSIIGGNNAATTEEDD FFUUNNDDSS The work of speciOc charitable organizations issupported by these funds, as designated by thedonor.

DDOONNOORR AADDVVIISSEEDD FFUUNNDDSS Donors remain actively involved in philanthropicgiving by recommending grants to organizationsof their choice.

FFIIEELLDD OOFF IINNTTEERREESSTT FFUUNNDDSSCreated by donors who want to support a partic-ular Oeld or issue, such as cancer treatment, edu-cation, arts, youth services, etc.

DDIISSCCRREETTIIOONNAARRYY FFUUNNDDSS Flexible funds that allow the Community Founda-tion to respond to new and emerging needs andinnovative services in the community.

SSCCHHOOLLAARRSSHHIIPP FFUUNNDDSSBeneOt students at a particular school or within aspeciOc Oeld of study.

TYPES OF FUNDS

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Tarrant Area Food BankPhoto by Derrick Tribbey

William C. Perry and Paul A. Nelson Fund Peters Family Fund Ed Pitchford Charitable Fund Mary Stewart Ramsey Family

Charitable Fund Jane Rector Charitable Fund* Mike and Betty Reese Charitable Fund Molly and Rusty Reid Family Fund Darrell L. Rogers Fund* Jo Helen & Rocky Rosacker Fund Bruce and Virginia Street Educational Fund Ed and Ruth Storms Charitable Fund Malcolm B. Street Donor Advised Fund Virginia Street Smith Charitable Fund Virginia Owens Street Fund Hollis and Donna Sullivan Charitable Fund* George C. and Sue W. Sumner Fund Trinity Works Charitable Fund* Traupe-Martchenke Family Fund Susan and Marc Vice Charitable Fund* Fleta Ricks Walls Family Charitable Fund

John and Frances Wasilchak Charitable Fund

Doris C. and Harry K. Werst Charitable Fund

Frances M. & Clayton B. Willis Charitable Fund

Margaret Mann Wilson Fund Julie and Gary Wilson Charitable Fund* Jack W. & Paula J. Winter Charitable Fund Paul P. Zanowiak Charitable Fund

DONOR DESIGNATED FUNDS Arlington Police Foundation FundBadge and Shield Fund Graham Fort Belknap Archives Fund Paul H. and Cleo Brandt Fund Ronney Courtney Trust Fund Fort Worth Nature Center

and Refuge Fund Edward L. Sr., Thelma M. and Edward L. Jr.

Harvey Fund for Christ’s Haven for Children*

Lewis F. Kornfeld, Jr. Charitable Fund Leonard Museum Fund Faith KnafOe Mallory Charitable Fund James R. Mallory Charitable Contribution Ella C. McFadden Charitable Trust Tarrant County One Hundred Club Texas Pediatric Surgery Fund Pier 1 Associates Disaster Relief Fund Playground Unlimited

Maintenance Endowment Radio Shack Disaster Relief Fund Charles D. Robertson

Charitable Fund – Red CrossCharles D. Robertson Charitable Fund

FIELD OF INTEREST FUNDSAlann P. and Charles F.

Bedford Endowment Hazel Vaughn Leigh #2 - Youth Fund Youth Assistance Fund

SCHOLARSHIP FUNDSAlyson Adams Scholarship Fund

Holly Bowden Memorial Scholarship Fund

Chesapeake Scholarship Fund

Greenville High School Class of 1957

H.O.P.E. Farm Scholarship Fund

Dwain H. Hughes

Memorial Scholarship Fund

I Have A Dream -

General Scholarship Fund

I Have A Dream - Butler Project

James Earle Johnson Scholarship Fund

Ione Buckner McAlister Charitable Fund

Mary Catherine Moody Scholarship Fund

Earle North Parker Scholastic Award Fund

Susan Lewis Patton Memorial Scholarship

Hugh K. & Jeanne Roe Scholarship Fund

John and Frances Wasilchak Scholarship

Joe Watson Scholarship Fund

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Imagine...... taking someone’s best life and making it live on.

Donor Advised Funds are a �exible, ef�cient andpersonal way to give with con�dence to the charita-ble organizations that you care about.

• The Foundation will complete all necessary pa-perwork for grants administration and provideyou with statements summarizing your fund’scontributions, earnings and grants.

• Our secure online donor system, Donor Central,makes it quick and easy to access your fund andrecommend grants 24 hours a day.

• We conduct due diligence on all grantees, verify-ing their tax-exempt status and charitable mis-sions.

• We are happy to work not only with you, butalso with your spouse, children, and grandchil-dren to foster family philanthropy.

• We offer grant making initiatives, educationalseminars, visits to nonproNt organizations, and arange of opportunities that can connect you withother donors and enrich your philanthropy.

• Administrative fees on donor advised funds are.0085 annually, assessed on the averagemonthly fund balance with a $212.50 minimumannual administrative fee.

• Investment options include choice of cash equiva-lent, balanced and endowment asset allocations.Assets are commingled for investment purposes.

• The Foundation suggests a minimum of$25,000 to start a fund.

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HOW TO USE THE COMMUNITY FOUNDATION

F I R S TDetermine how much you wish to invest in your community

and your charities now and/or through your designation in a will or trust.

S E CONDOutline your personal goals to help others and causes important to you.

T H I R DCall Nancy Jones and tell her your plans.

Choose a name for your fund and how you want the fund to carry out your wishes. Look through the types of funds

in this brochure and work with Nancy to customize your giving.

FOURTHWorking with your Dnancial advisors, make your gift to your fund

at the Community Foundation of North Texas.

Congratulations! You have translated your charitable intentions into a meaningful gift and a lasting legacy.

Big Brothers Big Sisters

On the Same PageAward Winner Lauds Foundation

When John Hunter received theProfessional Advisor of the

Year Award at last year’s Annual Lunch-eon, his acceptance speech seemed sus-piciously scripted.

He used words like “Pexibility” and“reliability” – the exact words mentionedearlier by the Community Foundation ofNorth Texas board and staff.

Hunter laughed and was quick to saythe messages were strangely similar be-cause the description of the Foundationwas accurate and true.

Hunter, a partner with The Blum Firmin Fort Worth, applauded the Founda-tion’s Pexibility, because of its “willing-ness to work with me and my clients.”

He also said the Foundation’s strongboard oversight made it an appealingoption for his clients. Hunter said it pro-vides instant trust and credibility.

He also cited the Community Founda-tion’s reliability and “can-do attitude.” Hesaid the staff is constantly saying, “Wewill make this work for you.”

Hunter specializes in the areas ofplanning for closely-held businesses, es-tate planning and administration, assetprotection planning, tax planning andcharitable planning.

He added the Foundation’s Profes-sional Advisor of the Year honor to an al-ready impressive list of distinctions,including being named a “Texas SuperLawyer” by Texas Monthly magazine forfour straight years. He was also recog-nized by Fort Worth, Texas magazine asone of Tarrant County’s Top Attorneys inTax Law for 2008.

Hunter and wife, Carmen, live in FortWorth with their three children.

Phil McCrury, ChairShannon, Gracey, Ratliff, & Miller LLP

Patrick Admire, CPA

Larry Autrey, CPAWhitley Penn

Marvin BlumThe Blum Firm, P.C.

Tracy Bolt, CPAHartman, Leito, & Bolt

Mike BourlandBourland, Wall, & Wenzel

William DismukeDismuke, Waters, & Sweet

Robert DukeSproles Woodard, LLP

Michael D. Dunlap, CPAAuldridge GrifNn

Allan HowethCantey Hanger, LLP

John HunterThe Blum Firm, P.C.

Lisa JamiesonShannon, Gracey, Ratliff, & Miller LLP

Randall JohnsonHarris, Finley, & Bogle, P.C.

Kevin KuenzliMcDonald Sanders, P.C.

Charles Lieser, CPAWeaver, LLP

Charles MillikenDecker, Jones, McMackin, McClane, Hall, & Bates, P.C.

Jeff MyersBourland, Wall, & Wenzel

David Neal, CPAWhitley Penn

Dennis Opitz, CPA

Rylander, Clay, & Opitz, LLP

Travis Ramsey, CPAHartman, Leito, & Bolt, CPA

Pollard Rogers

Cantey Hanger, LLP

Joel SawyerBakutis, McCully, & Sawyer, P.C.

Dee SteerKelly, Hart, & Hallman, LLP

Rice Tilley, Jr.Haynes & Boone, LLP

Lewis Wall, IIIBourland, Wall, & Wenzel

Gary WestenhoverAttorney at Law

Cynthia L. WilliamsLaw OfNce of Cynthia L. Williams, PLLC

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This Professional Advisors Cabinet helps theFoundation make charitable giving more effec-tive and ef.cient.

2 0 0 9 P R O F E S S I O N A L A D V I S O R O F T H E Y E A R

John Hunter (left) and Phil McCrury

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The Foundation is focused on a long term strategy for investing the commu-nity’s philanthropic dollars. We understand that endowments are created toserve not only the current generation but many generations to come. Duringthe current economic downturn, the Community Foundation has stayed thecourse and remained fully invested and diversiOed. Luther King Capital Man-agement, Fort Worth and CommonFund are principal investment managers.

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AAsssseettss::Cash $ 296,153 $ 89,049Receivables 211,074 465,975Accrued income 25,696 75,253Investments 121,458,256 98,268,382Real property 1,134,782 1,252,940Cash value of life insurance 347,355 323,676Property and equipment (net) 28,939 28,080Prepaid expenses 750 5,876

TToottaall AAsssseettss $123,503,005 $100,509,231

LLiiaabbiilliittiieess::Accounts payable $ 33,552 $ 46,868Grants payable 264,712 410,553Agency funds payable 9,183,619 7,792,086Deferred revenue 23,592 40,893

Total Liabilities $ 9,505,475 $ 8,290,400NNeett AAsssseettss $113,997,530 $ 92,218,831

TToottaall LLiiaabbiilliittiieess aanndd NNeett AAsssseettss $123,503,005 $100,509,231

2008(Audited)

12/31/2008

2009(Unaudited)

12/31/2009

SS TTAATT EE MM EE NN TT OO FF FF II NN AA NN CC II AA LL PP OO SS II TT II OO NN SSDecember 31, 2009 with comparative totals for 2008

Total 2009 Grants: $9.3 million

Check www.cfntx.org for audited 2009 financials

Imagine...... a strategic plan for your charitable giving.

Jeff Alexander

Chair

AnnLoudenVice Chair

Elaine J.Petrus

VP – Distributions

J. RussellReid

Secretary

H. MichaelReeseTreasurer

Larry G. Autrey

Michael K.Berry

Shirlee J. Gandy

Marty V.Leonard

Phillip W.McCrury

Gail WilliamsonRawl

PollardRogers

BeverlySalvant

David A.York

TomCravens

L. AllenHodges III

Leland A.Hodges, Jr.

William A.Landreth, Jr.

GarlandLasater

NicholasMartin, Jr.

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Chairmen Emeriti

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Nancy E. JonesPresident

Melissa SaniukVice President Finance

Mari HartGrants & Operations

Drew MyersDirector of Communications& Donor Relations

Kristen BorgScholarships & Administration

Sam NewtonIntern

The Community Foundation ofNorth Texas exists to serve donorsand charities in building charitablecapital for the needs and opportuni-ties in our region. With assets of$123 million in 146 funds, theFoundation awarded grants of $9.3million in 2009. The CommunityFoundation of North Texas is gov-erned by a 20-member Board ofDirectors.

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306 West 7th StreetSuite 850Fort Worth, TX 76102

Phone: (817) 877-0702Fax: (817) 877-1215

www.cfntx.org

JONES

Community Foundationof North Texas

306 West 7th Street, Suite 850Fort Worth, TX 76102www.cfntx.org

Return Service Requested

Imagine...

... the difference we can make together.

... a community where giving back is a way of life.

... an endowed fund that celebrates your passion for giving.

... taking someone’s best life and making it live on.

... a strategic plan for your charitable giving.

NONPROFIT ORG

US POSTAGE PIAD

FORT WORTH, TX

PERMIT NO. 1600