HELPING FUTURE

GENERATIONS THRIVE

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ENDOWMENT FUND REPORT

ASSETS

EXPECTANCIES

2019: $9,790,164

2018: $9,584,743

2017: $9,623,817

2016: $8,758,105

2015: $7,904,791

2014: $8,588,104

2013: $7,307,246

2012: $6,331,167

2011: $5,216,362

2010: $4,479,581

2009: $4,432,535

2008: $5,246,795

2007: $6,023,525

2006: $5,456,256

2005: $5,153,178

2004: $5,078,234

2019: $19,082,820

2018: $17,471,544

2017: $17,396,544

2016: $18,340,545

2015: $18,425,096

2014: $18,514,899

2013: $18,764,699

2012: $19,706,484

2011: $19,466,485

2010: $19,055,584

2009: $19,050,584

2008: $14,649,886

2007: $12,411,620

2006: $10,474,050

2005: $6,555,170

2004: $2,404,690

For more than 144 years, the YMCA of Middle Tennessee has been guided by its Christian mission and values to strengthen the foundations of our community

and nurture the potential of the men, women and children who call the greater Nashville area home. As a leading nonprofit dedicated to meeting community

needs, we engage people across 8 counties, giving more than 220,000 of our neighbors – more than a third of

them kids – the chance to learn, grow and thrive.

The Heritage Club is a very special group of people who have made plans to support YMCA of Middle Tennessee

programs and initiatives through planned giving (a bequest, a charitable remainder trust, a life insurance policy or by other means). When caring and dedicated people come together to build the YMCA’s endowment,

amazing things are accomplished!

THE YMCA OF MIDDLE TENNESSEE

THE HERITAGE CLUB

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The tributes provide a way to honor a friend or family member while providing support to the life-changing programs and services of the YMCA of Middle Tennessee.

IN MEMORY OF TOMMY ALLENCarolyn and Clark BakerIra LandsmanRuth and Bob NapierCarolyn SteinhouseMelora Turner

IN MEMORY OF WILLIAM F. CARPENTER, JR.Mr. and Mrs. Stewart Bronaugh

IN MEMORY OF ROALL WILLIAM CORNELIUSKaye and Ron KnoxSmith Harris & Carr

IN MEMORY OF DUNCAN EVE Ruth and Bob NapierBolin and Larry Stumb

IN MEMORY OF GINNY FREEMAN Lorianne BakerBeasley Family FoundationSusan & Kent BurnsCheryl & Boyce MagliRaskin HoldingsDelinda & Bart RollinsCarolyn & Jim Steinhouse

IN MEMORY OF RICHARD FULTON Arts at the Airport/Cathy HollandJackie KarrKaye & Ron KnoxCynthia & J LawrenceGarret Strathearn

IN MEMORY OF TONY JOHNSTON Mary Lauren and Lawson AllenAllison and Frank BassFaye and Walter HaleRuth and Bob Napier

Mr. and Mrs. Robert J. Walker

IN MEMORY OF WADE JOYNERLiz Allbritton

IN MEMORY OF GEORGE PORTERCammack United Methodist ChurchRegina CarterGreenbrier United

Methodist WomenMary Phil & Ralph IllgesLinda & Joseph LynchRita & Keith MooreLavada & George RuddickDixie Trinkle

IN MEMORY OF ADAM STEINEileen & Charles AugustCary BakerThe Boedecker FoundationGeorge B. Boedecker, Jr.Steve BuchananMarshall ChapmanPeter CollinsKaren & David ConradMr. and Mrs. James A. ConwayLouise & Sonny CurtisChristopher L. DoerrMichael DunganFrancine Golde-Fox & Paul FoxSandra & David FarkasArnold GranatCharles & Lois HallErik HerbertKelly & Brian JonesKenneth KrausKyle LehningSally & Louis MichelsonBeth & Paul MooreDawn NeppLaurie & Dennis PonosRashford Kruse & Associates

Mr. and Mrs. Charles M. RobinMark RoederJames RooneyTed Schmidt, Schmidt Salzman & Moran, LTDJohn ShielyStephen Tebo Dennis Wells

IN MEMORY OF WILLIAM E. TURNER, JR. Merrill Lynch

IN MEMORY OF JIMMY WEBB James R. LawrenceKaye & Ron KnoxCindy & David WildsUnited Way of

Metropolitan Nashville

IN HONOR OF CLARK BAKERSandra and Dick Fulton

IN HONOR OF MYRA I. DAVISMary Benner

IN HONOR OF PETE LANGFITTCatherine and Dean Langfitt

IN HONOR OF JIMMY PICKELThe Rodgers/Dale Family Foundation

*Gifts from 9/1/2018-7/15/2019

HONOR & MEMORIAL TRIBUTES

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YMCA friends and supporters may contribute to the YMCA’s endowment in several ways. Each of these methods of support has varied estate or income tax benefits that can result in a gift to the YMCA being considerably larger than the after-tax costs to you.

If you so desire, you may designate your gift for the benefit of a particular center’s or program’s endowment. Each YMCA center, and many programs, have an account in the endowment fund and receive income each year to support their work. Your membership in the Heritage Club helps ensure that the YMCA will continue to be a positive influence for our children and our community. Additionally, Heritage Club members are invited to an annual dinner in recognition of their commitment to the future of the YMCA of Middle Tennessee.

WILLS AND BEQUESTSA gift to the YMCA of Middle Tennessee by will permits you to retain all your assets during your life and/or the life of your loved one. Designations may be for a percent of your estate or for a specified amount.

YMCA GIFT ANNUITYIn return for tax deductible contributions, the YMCA pays a fixed income for life to the donor and/or the donor’s loved one. Normally a sizeable portion of income is tax free, and the return on your investment is not only guaranteed but often better than the stock market.

CHARITABLE TRUSTSA charitable trust can provide lifetime income to you and your loved one. Thereafter, the trust principal will go to the YMCA’s endowment fund. You may name other charities as principal recipients as well.

LIFE INSURANCEWhen the added protection of an insurance policy is no longer needed, transferring the policy’s ownership to the YMCA can result in tax benefits for you and a generous gift to the Y.

CHARITABLE LEAD TRUSTSA charitable lead trust may be appropriate if you have ample income now, but desire to retain ownership of the trust principal to meet future financial goals for your family. Income will be directed to the YMCA’s endowment for the specified term of the trust, after which time the principal will return to you or designated survivors.

BENEFICIARY DESIGNATIONSRevocable provisions naming the YMCA of Middle Tennessee as a beneficiary of your life insurance, qualified IRAs, pension plans, or bank accounts are flexible, meaningful ways to establish an endowment contribution.

The YMCA of Middle Tennessee is happy to provide you with additional information on these opportunities. We also encourage you to consult with your legal and tax advisors.

The Joe C. Davis YMCA Outdoor Center provides campers an opportunity to develop as leaders for our community who are grounded in important lifelong values such as caring, honesty, respect and responsibility. Through the Campership Program, a gift of $10,000 endows a day-camp scholarship, and a gift of $25,000 endows a resident-camp scholarship so that young men and women will have the opportunity to interact with caring role models, strengthen confidence, forge friendships, and sharpen character.

CAMPERSHIP ENDOWMENTS CURRENTLY EXIST IN HONOR OR MEMORY OF:The Allen FamilyLee BarfieldDiane & David BlackCarl CarlsonBond DeLoachePatrick HaleKaye & Ron Knox

J LawrenceRuth & Bob NapierJim RayhabBill WilsonDavid M. WildsMason WorkingWesley Working

CAMPERSHIPS

WAYS TO ESTABLISH HERITAGE CLUB MEMBERSHIP

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A highlight of the annual Celebration of Philanthropy dinner is the presentation of the prestigious H.G. Hill, Jr. Philanthropic Award. To perpetuate the memory of noted philanthropist and YMCA leader H.G. Hill, Jr., the YMCA of Middle Tennessee and the H.G. Hill Company created an award in 1995 to recognize those who support the YMCA of Middle and other community organizations.

2018 Leilani Boulware2017 Betty and Marty Dickens2016 Jimmy Webb2015 Cal Turner2014 Ruth and Bob Napier2013 Sandra and Richard Fulton2012 Bill Wilson2011 Frances Caldwell Jackson Anne Caldwell Parsons Wentworth Caldwell, Jr.2010 Barry and Homer Gibbs2009 Mary and Lee Barfield2008 Kaye and Ron Knox2007 Bond DeLoache2006 Lolly and Senator Douglas Henry2005 Frank Burkholder Linda Burkholder2004 Marshall T. Polk, III2003 Irene and Ridley Wills II2002 Honey and Joe Rodgers2001 Florence and Buzz Davis2000 Anne and Dick Ragsdale1999 Anna and William B. Wadlington, MD1998 Cathy and William E. Turner, Jr.1997 Walter Knestrick Anne Knestrick1996 Margaret and Dan Maddox1995 Sis and Dortch Oldham

2019 RECIPIENT:GOVERNOR BILL LEE

H.G. HILL, JR. PHILANTHROPIC AWARD

PAST H.G. HILL, JR. PHILANTHROPIC AWARD RECIPIENTS

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HERITAGE CLUB MEMBERS Homer Gibbs, Jr.Jeff GilliesLois GoyerJamie & Jimmy GranberyMrs. Charles M. GrayDarla & Scott GraySusie & John GroomesBitsy GulbenkJacqueline D. GuthrieBonni & Dick GygiFaye & R. Walter Hale IIIJames L. HarperKathleen & Dan HarrellRuth & Ben HarrisPatricia & J. Rodes Hart, Sr. Bari & Joey HarwellWilliam M. HearnDonna & Michael HeilbronnCarol HendersonMartha Reid & William I. HendersonLisa HighAnn HoganVicki and Rick HoltonMelanie HowardJean HudginsTammy & Gary HuntLynn HusbandSuzanne IlerKerry & Rob IvyDoug JacksonMary Lee & Granbery Jackson IIIRobert JohnSharon & John Mark

“Journey” JohnsonMarty & Roy JordanJeffrey W. JowdyO.M. Keathley Phillippa & Patrick KeebleMargaret & Joe KelleyLynda Jones-KenigsonAmy KerrBen Kimbrough, Sr. Wendy & Tim KinkeadAnne KnestrickBill KnestrickSarah & Walter KnestrickAdrienne & Bob KnestrickKaye & Ron Knox, Jr. Amy & Kenneth W. Landrum

Anne & Carlos LaraSandy & Randy LaszewskiCynthia & J LawrenceVirginia & Ted LazenbyCarol & Walt LeaverMaria & Bill Lee Ashley & Joseph C. LeviMelanie & Greg LemonBarbara LevyAngie LoflinKim & Thomas F. LoobyTommye MaddoxMimi & Scott ManzlerCarrie Marlow-HodgesBrenda & Charles MartinRhonda A. MartocciChris & John McCarthySydney McClainMary Catherine & David McClellanMalcolm L McCuneMrs. Robert McDowellWilliam McInnesCaroline & Rob McNeillyElaine & George McReynoldsGeorge MillerMargaret MillerRobert ‘Tommy’ MillerSina & John Ed MillerBuddy MillsWaldi MizellFran MoodyPeggy MooreJuli & Ralph MosleyMary M. Mossing & Frank LansonDennis MuellerMary Jo & Dick MurphyRenee & Jim MurrayLucille NaborsRuth & Robert H. NapierMartha W. NelsonSharon & Richard NielsenKim & Peter OldhamJohn OlertAnna Lee O’NeilJeff Parsley Lee & Richard B. PenuelMr. & Mrs. J.L. Perry, Jr.Pam & Phillip PfefferHaden & Jimmy Pickel

Edward A. AdamsLiz & Bob Allbritton Liz & Mike AlexanderGracie AllenMary Lauren & Lawson C. AllenNancy & Paul AndersonRobert G. AndersonLola & Bill ArthurLeigh & Hunter AtkinsBlossom AverbuchCarolyn & Clark D. BakerAnita & Don BaltimoreMary & H. Lee Barfield IINancy & Michael BaronJames Barr IIIVicki BartholomewMary Lee & Steve BartlettAllison & Frank BassLisa BeckJan BerryLydia & Paul BianchiBetsy BibbNancy & C. Roger BlackwoodJulie & Robert BlagojevichMelba & J. William BlevinsLinda & David BohanMike BorchertPatti & Michael BottomyLeilani Boulware & Dwaine Anderson Barbara & Jack BovenderEileen & Brad BradshawNell & John Bransford, Jr.Becky & Mike BrennanMolly & Stewart BronaughGina & Terrence BrooksAlan BrunsonEllen Bryson & Frank SweezeySherri & Hardy BurchMary King & Paul BurdLinda M. BurkholderJan ByrdDavid ByrdGinny & Wood CaldwellBarry & Wentworth Caldwell, Jr. Trudy & Bill CarpenterCarole & Andy CarterDebbie & Fred Cassetty

George H. Cate, Jr.Katy ChailleLisa & Michael CheckConnie & Gary CobbsAnita CochranLinda & Ken CogginsJoyce CookNancy CookSherry & Ted CorneliusWendy Cornett-MarquitzVicki & Keith CossRobin Grindstaff CostaDeborah CraigJim CrossmanLinda & Mike CurbTim CurtisAdelaide DavisChristy & Brandon DavisFlorence DavisKim & W. Lipscomb Davis IIIVirginia Annee DavisGretchen & Terry DeatonBetty & Marty DickensClaire DrowotaGwen & Dan DummermuthJack Elisar Nell & Cyril EversDeborah & Gary EvertonBrenda & Anthony EwinDeWitt EzellJessica & Mark FainCharlotte FischerCarolyn & John T. FisherJudy & Bob FisherJames F. Fitzpatrick IIILinda ForcenoCoreen & Rich FordMrs. Henry C. Foutch Renee & David FrederiksenMary & J. Richard FreemanEmily & Randy FreyKaryn FristWilliam H. FristPatricia & Thomas F. Frist, Jr.Sandra FultonCarren & Chris GallaherKatie and Ben Gambill

HERITAGE CLU

B MEM

BERS

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Sandra & Marshall T. Polk IIIHelen Portman Ann & Scott PriceMartha PriceJoyce & George PustMr. & Mrs. Dick Ragsdale Mary & Kenton B. ReaMary & David ReadBetty & Joseph H. ReaganNancy & Bill ReeceVee & Chuck RiceDonna & Jay RichardsVirginia & Doyle RippeeCathy RobinsonHoney RodgersBarbara RogersAnne & Charles RoosSusan & H. Kent RussGena & Dan RyanHeather & Steven SaxtonGracie & Dennis ScandrettJane SchlaterJodi & Matt SchroerAdair Shanks Anna & Jim Shaub IIBetsy & Joe Shelton Sharon & William E. Sheriff Robin & Frank ShopeMargaret & Jay SiegristJulie & Ben Sistrunk Beverly & Jimmy SmallAda SmithCatherine Gemmato-Smith &

David SmithMargie SmithMarilyn SmithRobert W. SmithSandra & William T. SpitzEllen & Ronald StonePeggy & Herb StuartBolin & Larry StumbJudy & Joe SumislawskiBarbara J. SuttonLori & Kenny SwannCharles ThompsonMartha ThurmondGrace & Charles Tomkins IIICathy Turner Margaret & Cal Turner, Jr.Dawana Wade

Betsy & David WaldronRebecca WalkerPatti & Harry WaltersBeverly & Terry WarrenKevin WatkinsBecky WebbBecky & Douglas R. WeikertLaura & Mark WellerCarol & Olin West IIIBetty WemyssJames E. WhiteCindy & David WildsLalah WilliamsIrene & W. Ridley Wills IISissy & William M. WilsonLaurel & Scottie Wilson William Wire IIMaria WolfeAnna YoungHolland YoungbloodNorene YowellLinda & Barry ZeitlinShirley Zeitlin

Tom CookBascum Cooksey, Jr.Mr. & Mrs. Charles L. Cornelius, Jr.C.A. CraigJ. Vaulx CrockettW. Lipscomb Davis, Jr.Frank DrowotaJane & Guilford Dudley, Jr.Duncan EveElizabeth EwingBarbara EzellMary Lee FielderPatrick FischerValerie & Sam M. FlemingAnn & J.P. FosterGinny & Bob FreemanDick FultonBarry GibbsGeorge S. GoyerDorothy & Laurence A. GrossmanMilton GrossmanMidlred GulbenkRoupen GulbenkErlene & John Hanson, Jr.Mickey & Clifford Harrison, Jr.Helen HaskinsKarl E. Haury, Sr.Mildred HauryGeorgia & E.M. HaywoodRobert W. HendersonLolly & Douglas Henry, Jr.Mr. & Mrs. John HerbertMay Buntin HillJames M. HudginsRichard HusbandFrances & Harold E. Jackson, Jr.Mr. & Mrs. James JesseMr. & Mrs. Charles J. Kane, Sr.Sheila & Sydney F. Keeble, Jr.Matt KenigsonMargaret KimbroughRuth KinnardWilliam KlineDolores & Charles LinvilleHelen & Clifford Love, Jr.David McClainMargaret & Dan Maddox

Margaret MagerLouise B. McKeeAndy MizellAdrian MoodySam MooreTom NaborsSis & Dortch OldhamMadeline & Eugene ParghMitchell ParksAnn M. Parkus Juanita PattonRalph PilskJudy & James E. PooleElizabeth & David ProctorAnne RagsdaleDelores & James RayhabCeleste & James H. Reed IIIMargaret Ann & Walter RobinsonSara & A. Battle RodesJoe M. RodgersDoyle RogersBetty & Gerald E. Sheridan Alden SmithM. Lee SmithMadison SmithRichard SmithPatricia SneedHarry StrattonRebecca ThomasHarriet ThompsonDonald W. ThurmondLois & Dan TitoPat & Lou ToddWilliam E. Turner, Jr.Anna & Dr. Bill WadlingtonMary Jane & James M. WardJimmy Webb, IIIWilliam H. Wemyss Leah Rose WerthanSara Jo WhiteRobert O. Williams, Jr. Ellen B. WillsAlice WireGeorge L. YowellMartin Zeitlin

HER

ITAG

E CL

UB

MEM

BERS

(Con

tinue

d)

HERITAGE CLUB MEMBERS WHO HAVE LEFT US WITH GENEROUS LEGACIES AND FOND MEMORIES:

Charles AllenMark AndersonGerald Averbuch William R. BaileyMartha & Thomas BaldridgeSam BartholomewLouise BennettRobert BibbJames V. & Patty Blevins Mary Rose & Mark BradfordCharlotte & Elbert BrooksRobert D. BrownRussell Brothers, Sr.Willie Belle & Ralph BrunsonH. Frank Burkholder, Jr. Gloria & Harold W. ClarkBill CochranMax Cook

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Year-end 2018 and in 2019 we mourned the passing of these friends, and we remain

ever grateful for their generosity to our organization. Their legacy will live on in the individuals and families who benefit from

their contributions for generations to come.

Sam BartholomewDuncan Eve

Ginny FreemanDick Fulton

Anthony JohnstonMatt KenigsonDavid McClainSam Moore

Eugene ParghMitchell S. Parks

Ralph PilskJimmy Webb

IN MEMORIAM

Walter Hale III, Board ChairLiz AllbrittonLee Barfield IIWood CaldwellFred J. CassettyGeorge Cate, Jr.

Joyce CookFlorence Davis

Catherine Gemmato-SmithHomer Gibbs

John C. Groomes Bill Henderson

Granbery JacksonDecosta Jenkins

Roy Jordan

Walter KnestrickRon Knox, Jr.Walt Leaver

Joe LeviCharley Martin, Jr.

Dick MurphyBob Napier

Marshall “Shag” PolkBlaine SmithDavid WildsBill Wilson

Investment Manager: Lee, Danner & Bass (Frank Bass II and Lawson Allen)

2019 YMCA FOUNDATION OF MIDDLE TENNESSEE BOARD MEMBERS

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YMCA OF MIDDLE TENNESSEE1000 Church Street, Nashville, TN 37203 | 615-259-9622

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