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2020-2021 Annual Report

Dear fundholders and community partners,

Communities around the globe continue facing unprecedented challenges caused by COVID-19, and our community is no different. However, this difficult time has also presented opportunities for us to come together as a community and to bond closer to our nonprofits, donors, and community partners. Through it all, your community foundation has continued to focus on its mission, as so many of you have stepped up to support your neighbors in need.

We began our COVID relief efforts last year by partnering with United Way of Central Florida to establish the United Community Relief Fund. This fund raised and granted over $630,000 for COVID-19 relief throughout Polk, Hardee, and Highlands counties. And, as community needs increased, so did your generous support. In the face of an unpredictable economy, fundholder giving and granting rose to record levels. This fiscal year, we received $35.9 million in total gifts and awarded $25.9 million in grants – 89% of which were awarded in our tri-county service area.

This annual report covers some of our accomplishments over the previous fiscal year. These accomplishments were possible because of our fundholders and partners throughout our community On behalf of the GiveWell Community Foundation Board of Directors and staff, we are very honored to be your philanthropic stewards and partners in building a better community. Thank you for your continued support of GiveWell Community Foundation.

John Attaway
President/CEO

Fiscal Year Highlights

Total Granted

Total Grants

New Funds

New Gifts

Total Assets

Grantmaking

Total Granted

Total Grants

%

Awarded in Service Area

Photos from Impact Polk 2021 check presentations

Grants by Cause

Chart with GWCF's 2020-2021 Fiscal Year Grants by Type

Empower Polk

Empower Polk is an annual competitive grant program of the GWCF with the goal of empowering local nonprofit organizations to become more efficient and sustainable.

2021 Grant Cycle Highlights:

  • $108,587 total awarded
  • 35 grantees
  • Grants ranged from $1,000 to $5,000

Impact Polk

Impact Polk is an annual competitive, donor-directed grant program of the GWCF with the goal of addressing community needs throughout Polk County. Impact Polk grants often support a broad range of needs, such as animal welfare, arts and culture, education, and health and human services.

2021 Grant Cycle Highlights:

  • $756,609.70 total awarded
  • 88 grantees
  • Grants ranged from $1,000 to $20,000

Community Clinic Grant

Over the past 15 years, the Yardley, England, Trimmer, and Orlich Charities Fund at Central Florida Foundation has granted more than $150,000 to provide medical care for the residents of Winter Haven who need it most. This year, the Fund awarded a grant of $10,191.98. GWCF accepted grant applications from several nonprofit clinics serving Winter Haven. Full funding was awarded to Angels Care Center of Eloise and their “Dental, Orthopedic, Vision for Everyone” (D.O.V.E.) program.

United Community Relief Fund

Total Donations

Total Grants

Residents Impacted

The United Community Relief Fund (UCRF) was established by GWCF and United Way of Central Florida in March 2019 in response to the COVID-19 pandemic. Funding priorities included PPE and sanitation supplies, food distribution, housing and financial assistance, and childcare for essential workers. These COVID-19 relief grants have been made possible by the more than 300 individual donors who have contributed to the United Community Relief Fund.

In April 2019, an initial round of grants distributed $310,000 to 34 nonprofits. Two additional rounds of grants were distributed over this fiscal year. In September 2020, 33 grants were awarded totaling $300,740.19, and in June 2021, an additional $25,000 was awarded. To learn more, view the UCRF infographic and visit unitedcommunityrelief.org.

The UCRF information listed above is as of June 30, 2021.

Infographic with data from the United Community Relief Fund

Funds at GWCF

As of June 30, 2021

Total Funds

New Funds

Funds by Type

Pie chart of GWCF funds by fund types
  • Donor Advised Funds are established by donors who retain the right to recommend grants to nonprofits.
  • Agency Funds are created by nonprofits to protect and invest their assets for the future of their work and mission.
  • Designated Funds are established to benefit a particular organization or project.
  • Community Funds allow municipalities, local service clubs, and community groups to improve quality of life of our area.
  • Legacy Funds allow donors to leave a legacy of giving by incorporating charitable giving into their estate plans.
  • Memorial Funds honor a loved one by supporting causes or nonprofits which would have pleased that person.
  • Field of Interest Funds create a resource to target an area of interest to the donor, such as education or arts and culture.
  • Unrestricted Funds enable GWCF to address current community needs and allows the public to participate by pooling donations.

New Balanced Investment Pool Option

Assets of the Community Foundation have historically been invested in three primary pools: Cash, Long-term, and Conservative. GWCF recently announced a fourth investment option for fundholders. The new Balanced Pool falls between the Long-Term and Conservative pools, offering fundholders 50% in equities and 50% in fixed income and striking a balance between being positioned for moderate growth while not being exposed to substantial value-eroding risk.

Funds at GWCF are part of a large institutional investment pool managed by CAPTRUST, which allows broad diversification and cost-effective management. GWCF’s Investment Committee provides oversight, guidance, and direction regarding the investment of the Community Foundation’s assets.

Balance Pool Breakdown Chart

2020-2021 Board of Directors

Jack Hollis

Jack Hollis

Board Chair

Jay Gray

Jay Gray

Vice Chair

Wesley Barnett

Wesley Barnett

Treasurer

Anne Furr

Anne Furr

Secretary

Jeffrey Cox, Sr.

Jeffrey Cox, Sr.

Immediate Past Chair

Jim Chaffin

Jim Chaffin

Investment Committee Chair

Roger Ingley

Roger Ingley

Audit Committee Chair

Barney Barnett

Barney Barnett

At Large

Bo Boyte

Jeff Chamberlain

Bruce Davis

Bill Dorman

Bill Dorman

Kimberly Elmhorst

Ginny Harris, CPA

Doug McPherson

Tom Oldt

Renee Pobjecky

Renee Pobjecky

Tim Putnam

Tim Putnam

 

Jason Rodda

Linda Rich

Sandra Sheets

Jillian Spangler

Richard Stephens

Richard Stephens

 

Mark Turner

Katherine Sultenfuss Schichtel

Katherine Sultenfuss Schichtel

Ex Officio

 

 

Incoming Board Board Members for 2021-2022

Ann Barnhart

Ann Barnhart

 

Christina Criser Jackson

Christina Criser Jackson

 

Katrina Lundsford

Katrina Lundsford

 

George Tinsley, Sr.

George Tinsley, Sr.

 

Strategic Planning

In October 2020, the GWCF Board of Directors met for a video/in-person hybrid meeting to conduct a strategic planning session co-led by incoming Board Chair, Jack Hollis, and Leila Blacking, Sr. Strategy Team Leader at Publix Super Markets, Inc.

The board members produced an action plan for the next 24-36 months and developed a strategic vision to grow our community’s philanthropy through increased donor education, intentional fund growth and distribution, raising awareness of community needs, and connecting donor and nonprofit needs.

GWCF Staff

John Attaway

John Attaway

President/CEO

Lori Martini

Lori Martini

VP, Chief Philanthropic Officer

Angela Baragona, CPA

Angela Baragona, CPA

Chief Financial Officer

Brittany Graham

Brittany Graham

Receptionist

Sara Hallett

Sara Hallett

Philanthropic Services Coordinator

Johnna Martinez

Johnna Martinez

Grants Manager

Christy Vreeland

Christy Vreeland

Office Manager

Dave Walter

Dave Walter

Communications Manager

About GiveWell Community Foundation (GWCF)

GWCF works with individuals, families, businesses, and nonprofits to build a stronger community throughout Polk, Hardee, and Highlands counties and beyond through charitable funds and competitive grant cycles. GWCF is home to more than 300 charitable funds and the Impact Polk and Empower Polk grant cycles.

Seal of National Standards Accreditation

Our Mission

To champion charitable giving to improve the quality of life in the areas we serve, both now and for future generations.

Contact Us

Contact Info:

Phone: 863-683-3131
Fax: 863-683-5909
Email: info@givecf.org

Follow Us:

Lakeland

1501 South Florida Avenue
Lakeland, FL 33803
Mon. – Fri: 9:00 a.m. – 5:00 p.m.

Winter Haven

20 3rd Street SW, Suite 307
Winter Haven, FL, 33880
By Appointment Only