2012ANNUAL REPORT

BUILDING A BETTER PLACE BUILDING CAPACITY

LETTER FROM THE CHAIR In January of 2007, the Baton Rouge Area Foundation (BRAF) reached out to leaders in the Northshore area to assess the opportunity for starting a local community Foundation. Having a long history with BRAF and the work they do in the capital area, I was aware of the impact a successful community Foundation could have on a region and its people. Therefore, when asked, I accepted a leadership position

on the board of the newly formed Northshore Community Foundation, and in 2011, I proudly assumed the reins of Chairman.

In just six years, our Foundation has grown its asset base over $12 million and granted over $3.5 million to nonprofits serving the greater good. We are actively involved in community development and civic leadership efforts in St. Tammany, Tangipahoa, St. Helena and Washington parishes and we have become the center for philanthropy in the region.

While we are deeply grateful for the human and financial investment BRAF made to get our Foundation firmly started, it is time for our local leaders to assume the responsibility of making our Foundation thrive. Our fund donors and supporters make the work we do possible, and together, we are all building a better place.

Thank you, sincerely, for your support.Jimmy Maurin Chairman, Board of Directors

MISSION STATEMENT The Northshore Community Foundation unites human and financial resources to enhance the quality of life in the Northshore region.

To achieve our mission, we:• Serve donors to build the assets that

drive initiatives and solutions• Engage community leaders to develop

appropriate responses to emerging opportunities and challenges

• Elevate our work and share the results with our stakeholders

WHO WE ARE

BUILDING CAPACITY BUILDING COMPASSION

St. Helena

Tangipahoa

Washington

St. Tammany

NONPROFIT SUPPORT AT THE COATNEY CENTER FOR PHILANTHROPYWith a visionary gift by philanthropist Doyle Coatney, the Coatney Center for Philanthropy opened in 2008, with the intent to serve nonprofit organizations as a leadership development, training and resource center. The vision was for the Coatney Center to become identified as the literal and figurative “center” of philanthropy in our region, promoting and enhancing the work of our partners in the nonprofit sector. The center is available on a no-fee basis for all nonprofits operating in our region and is continually used for trainings, meetings, seminars and workshops supporting the sector.

Statistics Since Inception: Average yearly usage of organizations . . . . . . . . . . . . . .150-200Average monthly usage of people . . . . . . . . . . . . . . . . . .200-250

In 2012, the Coatney Center was utilized by over 250 nonprofit organizations, which included over 280 people per month visiting the facility. This service has a direct impact on the quality and capacity of our partners to meet their critical missions.

WHAT WE DO

GRANTMAKINGThe wonderful by-product of our donors’ philanthropy is our ability to support nonprofits serving the greater good; scholarships to serve students; and partnering with cities, towns and parishes to embrace our future.

2012 GRANTMAKING TOTALS

Human Service . . . . . . . . . . . . . . .$240,984 artS & HumanitieS . . . . . . . . . . . . . . .$2,000 education . . . . . . . . . . . . . . . . . . .$358,526 environment . . . . . . . . . . . . . . . . .$151,000 community development/HouSing . . .$50,500 recreation . . . . . . . . . . . . . . . . . . . . .$1,000 otHer . . . . . . . . . . . . . . . . . . . . . .$139,301

BUILDING COMPASSION

Grantmaking since inception . . . . . . . . . . . . . . . . . . $3,563,499

FUND MANAGEMENTAt our core, we are committed to helping donors make the most of their charitable giving. We are an unbiased resource with unparalleled knowledge about the needs of both donors and our region, serving those who believe that true philanthropy goes beyond making a simple donation – it is a commitment to making a difference. We offer many different types of funds, always ensuring our donors’ desires are paramount and helping them achieve the impact they seek.

COMMUNITY LEADERSHIP INITIATIVESOur civic leadership initiatives are intended to steer our communities toward solutions for challenges and seize opportunities. Our endeavors in this arena have produced substantial results, including the creation of the St. Tammany Suicide Task Force, which establishes and networks mental health support services for those in crisis. Additionally, we partnered with the City of Mandeville to create a plan for a vibrant town center to drive economic and quality of life opportunities. We also continue to work with other community partners to support efforts to create centers of excellence in our school systems. Under the leadership of our Partners in Civic Advancement, we will work to impact public policy for the good of our region.

Types of Funds:• Donor-Advised and

Corporate-Advised Funds

• Designated Beneficiary Funds

• Field-of-Interest Funds

• Scholarship Funds

• Organization Funds

BUILDING COMMUNITIES

WHY IT MATTERS

“The Northshore Community Foundation is a wonderful community partner. They are aware of the needs of the Northshore and they take a leadership role in responding to them. As a social service organization, it is comforting to have the support of the Northshore Community Foundation to help us continue to meet the needs of people with disabilities.”Sylvia Bush, OPTIONS, Inc.

“From our inception, Christwood has partnered with other not-for-profit leaders to enhance our mission to the community. The Northshore Community Foundation is a perfect alliance for us for our mutual benefit and to serve the Northshore. Christwood could not be more pleased to be in this strategic partnership.”Steve Holzhalb, III, Christwood Retirement Community

“Relationships and changed lives...those are two touchstones for Upward Community Services. Through the Northshore Community Foundation we were able to establish a partnering relationship with Mr. Doyle Coatney that helps us change the lives of the people we serve.”Pastor Alfred Young, Upward Community Services

“Immediately after the death of my 12-year old son from heart disease, God placed a vision in my heart to secure a lifesaving automated external defibrillator (AED) for every St. Tammany Parish Public School. As donations were received, the need for a 501(c)3 fund became urgent. After being introduced to the Northshore Community Foundation (NCF) and recognizing its mission to enhance the quality of life on the Northshore, my heart was filled with peace, confidence, and trust of our funds. With the support of NCF and many generous donors, the students and staff in St. Tammany Public Schools are now ‘heart safe’.”Ann Hebert, Jeremy Hebert Defibrillator Fund

BUILDING COMMUNITIES

“I like to help kids. It does my heart good.”Doyle Coatney, Doyle Coatney Foundation Fund

MAKE A DIFFERENCE

MAIL TO: Northshore Community FoundationNorthpark II, 103 Northpark Blvd., Suite 201 Covington, Louisiana 70433

Please join online at NorthshoreFoundation.org or fill out the form below:

Yes, I would like to contribute $ ____________________________________________

Please bill me next year for my recurring partnership

Name: _________________________________________________________________

Company: ______________________________________________________________

Mailing Address: ________________________________________________________

City: ____________________ State: ______ Zip:_________Parish:________________

Email: ________________________________________________________________

Office Phone: ________________________ Cell: ______________________________

In all official records, our name(s) should appear as follows:

_______________________________________________________________________

Preferred Method of Payment:

Check is enclosed

Credit Card Visa MasterCard American Express

Cardholder Name:

Card Number: ___________________________________________________________

Exp. Date:___/___/___ Security Code: ______________________________________

Billing Address (if different from mailing address):

Billing Address: _________________________________________________________City: ___________________________ State: __________Zip: ____________________

SUPPORTER LEVELS:Partner in CiviC advanCement $5,000 to $10,000

CorPorate SPonSor $1,000

annual SuPPorter any amount to SuPPort our work

JOIN TODAY: The Northshore Community Foundation needs supporters who share our vision of caring for those in need, while partnering on bold initiatives which make our region shine. Your donation will go toward building a better place.

FUNDS1906 Founders Endowment Fund

Cards 4 Kids Fund

Carpenter Family Fund

Catherine Farnsworth Gensler Foundation Fund

Center of Philanthropy

CGB Enterprises - Japan Disaster Relief Fund

Charles & Elizabeth Goodyear Fund

Christwood Fund

Dale & Sharon Mahnke Charitable Gift Fund

Danny & Susan Shaw Fund

Darlene Duda Fund

Donahue Favret Contractors Fund

Doyle Coatney Foundation Fund

EWE, LLC Fund

Fay & Phelan Bright Endowment Fund

Fennelly Sanchez Fund

Founders Forum Fund

Fund for Bogalusa - Endowment

Fund for Bogalusa - Spenddown

Gulf Relief Foundation Fund

Hoops for Kids Fund

HOYST Fund

J. Scott Chotin, Jr. Northshore Family Community Fund

JAA Foundation Fund

Jack & Maura Donahue Fund

Jeremy Hebert Defibrillator Fund

Jinx Vidrine Legacy Foundation Fund

John Lohman Christwood Endowment Fund

Kids in Need During Disasters (KINDD) Fund

KIT Fund

Lake Pontchartrain Basin Foundation Fund

Legacy Gardens Fund

Mandeville Recreation Endowment Fund

Mill Town Players Fund

MILNE Fund

Northshore Hurricane Isaac Recovery Fund

Pamlab Corporate Fund

Peter A. & Lisa H. Wilson Charitable Fund

Recreation District 16 Fund

Richard Family Fund

Robin & Pamela Mingo Fund

Rotary Club of Slidell Northshore Endowment Fund

Sibley Family Fund

Skipper Award in Memory of Ivan Zenon Scholarship Fund

SOS - Abita Beer Charitable Fund

South Slidell Swimming Scholarship Endowment Fund

South Slidell Swimming Scholarship Spenddown Fund

STARC Endowment Fund

Zen-Noh Grain - Japan Disaster Relief Fund

STAFFSusan H. Bonnett, President & CEO

Carla Mouton, Administrative Manager

SUPPORTERSAbita Brewing Company, LLC

AT&T

Janice & Edward Amar

Debra Neill-Baker

Stephanie & Greg Berault

Dorothy Blossman Charitable Foundation

Susan Bonnett & Mace Bourgeois

Fay & Phelan Bright

Patricia Brister

Broadway Inc./K Bar B Youth Ranch

Business First Bank

Judy & Sam Camp

Krista & Tim Carpenter

Champagne Beverage Company, Inc.

J. Scott Chotin, Jr.

City of Mandeville

Maureen Clary & Peter J. Link

Doyle Coatney

Columbia Road Land Company Inc.

Community Christian Concern of Slidell Inc.

Kim & Robert Crosby

Jaie & Howard Daigle

Donahue Favret Contractors

Maura & Jack Donahue

Mimi Goodyear Dossett

Lillian & Jimmy Maurin/EWE, LLC

David Fennelly & Carlos Sanchez

Patricia & John Finan

First Community Bank

First Premium Insurance Group Inc.

Friends of the Park Abita Springs

Food Bank of Covington

Dr. & Mrs. Gerald L. Foret

Connie & Larry Galloway

Dr. Lawrence Gensler

Elizabeth & Charles Goodyear

Kathryn & Scott Gutterman

H2O Systems Inc.

Ann Hebert

Hornbeck Offshore Services

International Paper Company

Jaeger Foundation

JP Morgan Chase Bank, N.A.

Julie & Robert Jardine

Sally & Richard F. Knight

Joseph A. Luquet, Jr.

Lowry Dunham & Vivien Insurance

Mary Queen of Peace Church

Mele Printing

Pamela & Rob Mingo

Money Hill Golf & Country Club

Anne & Monty Montgomery

Carla & Steve Mouton

Netchex

Sharron & Bill Newton

Northshore Business Council

Northshore Families Helping Families

Olivet, LLC/Jenifer & John Besh

OPTIONS Inc

Our Daily Bread of Tangipahoa Inc.

P & W Industries, LLC

Ginger & Larry Paddock

Willie Paretti

Parish Concrete, LLC

Resource Bank

Norma & Todd Richard

St. Andrew’s Village

St. Scholastica Academy

St. Tammany Alliance on Mental Illness/NAMI

St. Tammany East Chamber of Commerce

St. Tammany SALT Council

Chuck Sabadie & Associates

SCORE Northshore Chapter 0707

SCP Distributors, LLC

Cheryl & Carl Schneider

Susan & Danny Shaw

Cindy & Shell B. Sibley

Stirling Property, LLC

Sunshine Village

Allison & Will Trist

Georgia & Nick Trist

Jacqueline “Jinx” Vidrine, Ph.D

WHLC Architecture

D. Randy Waesche

West St. Tammany Chamber of Commerce

Weyerhaeuser Real Estate Development Company

Lisa & Peter Wilson

MEMORIALS In memory of Harriet Malina from Ms. Colleen Kelley

HOW WE ARE GOVERNEDThe Foundation is governed by up to 18 directors who are elected by members to three-year terms. Directors may serve two consecutive terms. The immediate past Board Chair serves as a member of the Executive Committee and member of the Board, as does the CEO of the Foundation.

This year, we offer a special note of thanks to our 2012 retiring board members whose terms have ended. Your leap of faith and bold leadership have shaped the legacy of our Foundation: Debra Neill-Baker, Tim Carpenter, Chuck Sabadie and William P. Trist.

BOARD OF DIRECTORS

Jimmy Maurin, Chairman

William P. Trist, Vice-Chairman

Richard F. Knight, Secretary/Treasurer

Maura Donahue, Past Chairman

Debra Neill-Baker

Will Boudreaux

Fay Bright

Tim Carpenter

Mimi Goodyear Dossett

Scott Gutterman

Joseph Jaeger

Sharron Newton

M. Todd Richard

Chuck Sabadie

Randy Waesche

2012 BOARD OF DIRECTORS

NORTHSHOREFOUNDATION.ORG

P: 985.893.8757 | F: 985.893.8759

WE NEED YOU – JOIN US!To become a supporter, please fill out the form on the back and mail to our address below.

Northshore Community FoundationNorthpark II, 103 Northpark Blvd., Suite 201 Covington, Louisiana 70433

$14,000,000

$12,000,000

$10,000,000

$8,000,000

$6,000,000

$4,000,000

$2,000,000

$0JANUARY 2006 DECEMBER 2012

ASSETS

2012 return on the Foundation’s Investment Portfolio9.87%

FINANCES