STAFF
Kyle Penney
President
Kyle Penney began serving as the President and Chief Executive Officer of East Texas Communities Foundation in August 2006. Mr. Penney came to the Foundation from Dallas, Texas where he served as a Major Gifts Officer for Children’s Medical Center. At Children’s, Mr. Penney was actively involved in a $150 million capital campaign, and worked to establish an organization of young families to provide financial support for the non-profit pediatric hospital.
Mr. Penney received a BBA degree in Accounting and Finance and a Masters degree in Business Administration from Baylor University. Prior to joining Children’s Medical Center, Mr. Penney worked for the Baylor University Alumni Association as the Director of Operations and Regional Services, in Waco, Texas, and as a consultant with Coopers and Lybrand’s Sports, Entertainment, and Leisure Practice in Dallas, Texas. Mr. Penney is a member of the Association of Fundraising Professionals, East Texas Estate Planning Council, International Association of Advisors in Philanthropy and received designation as a Chartered Advisor in Philanthropy®.
When Kyle is not at the office, he is involved in his two children’s sporting endeavors. Penney is a fan of the Texas Rangers and attends Baylor athletic events when he can. Kyle and his family enjoy camping and working on the family farm in Rusk County.
EMAIL : kpenney@etcf.org
LISA JUSTICE
Assistant to the President
As the Assistant to the President, Lisa provides support to the President and staff as well as coordinating board and committee meetings. The Assistant to the President will assist with fund administration, provide support to fund holders with online account access and makes sure the Foundation is in compliance with National Standards. Lisa is a resident of the Athens area and attends Eastern Hills Church of Christ. She loves to spend time with her grown children and 4 grandsons. Lisa enjoys living the country life and helping manage a small horse ranch, photography and fine-tuning her culinary skills.
EMAIL: ljustice@etcf.org
Lindsay Sneed
DIRECTOR OF FINANCE AND ADMINISTRATION
As Director of Finance and Administration, Lindsay Sneed maintains the financial integrity of the Foundation by ensuring accurate and timely accounting of all finances and investments, including fund statements, payroll, audits, tax filings and human resources. He works closely with the Assistant to the President in overseeing gift entry and assists Mary Lynn with processing grants.
Lindsay grew up in Longview, Texas and is an honor graduate from Texas A&M University where he earned a BBA degree in Accounting. He is a licensed Texas CPA with many years of experience in both public accounting and private sectors. Lindsay and his wife, Linda, live in the Noonday/Lake Palestine area, have two grown children and three grandchildren. They attend Green Acres Baptist Church where Lindsay enjoys singing in the choir.
EMAIL: lsneed@etcf.org
Dana Durman
Program Officer
As ETCF’s Program Officer, Dana brings a commitment to community service and knowledge of nonprofits to her position at the Foundation. After an 8 year hiatus, Dana rejoined the staff of ETCF to coordinate the scholarship program and manage the distribution of grants. Dana is a member of the National Scholarship Providers Association and in the Spring, coordinates over 250 volunteers to evaluate the applicants for scholarships. Dana hails from south Louisiana where she graduated from the University of Louisiana. An avid traveler, she and her husband have two grown sons that live in Dallas.
EMAIL: ddurman@etcf.org
Beth Filla
Donor Relations Specialist
As Donor Relations Specialist, Beth will assist with donor stewardship, respond to donor inquiries and provide grant processing support for the increasing needs of the Foundation. The Donor Relations Specialist works closely with the President to help the Foundation maintain strong relationships with fund holders, nonprofit organizations and professional advisors in our service area.
Mrs. Filla graduated from Texas A&M with a degree in Agriculture Development and Masters course work in Ag Economics. Beth, an avid runner, lives in Flint with her husband and three children.
EMAIL: bfilla@etcf.org
Holly McFarlin
Director of Public Relations
Holly McFarlin manages the Foundation’s multichannel communications, public relations, and marketing strategies to build awareness, engagement, and partnerships throughout the 32 counties served by ETCF. Mrs. McFarlin is responsible for the design of print pieces including the annual report, web site maintenance and donor education and professional advisor education events. Holly joined the foundation in the Fall of 2014 and is active in the Tyler Area Chamber of Commerce and Tyler Rotary. She and her husband reside in Bullard where they enjoy raising their three children, cooking in chili cook-offs, and enjoying the outdoors.
EMAIL: hmcfarlin@etcf.org
OUR HISTORY
East Texas Communities Foundation was founded in 1989 by visionary leaders who saw the need for a community foundation to serve the people and communities of East Texas. The strong leadership of early organizers like Isadore Roosth, Norman Shtofman, “Dub” Riter, and an investment of the United Way of Tyler/Smith County launched the Foundation. By 1994, the Foundation’s assets had grown to more than one million dollars.
In 1997 the Foundation’s Board of Directors made a bold commitment to its future growth and vitality: each director made a personal three year financial commitment to allow the Foundation to hire a full-time executive director.
With permanent staff and with the continued vision, energy and leadership of a strong Board of Directors, ETCF has experienced strong annual growth in the last decade. The number of charitable funds, the collective assets in those funds and the grant dollars distributed from those funds have all established positive long-term growth trends. ETCF’s success comes from sound financial management, strong leadership, the flexibility of our donor services and, most of all, the generosity and wisdom of the people of East Texas.
We are a giving people-and supporting the charitable needs of our communities, our region and our world is important to our daily lives.
EXECUTIVE COMMITTEE
TONY MORGAN
BOARD CHAIR
Founding Partner Gollob Morgan Peddy & Co. P.C.
TIFFANY KIRGAN
VICE CHAIR/GOVERNANCE
Johnson Financial Group
FOUNDING PARTNER
GOLLOB, MORGAN, PEDDY & CO. P.C.
MICHAEL BOSWORTH
TREASURER
Bosworth & Associates
SHANNON GLENNEY
SECRETARY AND DEVELOPMENT CHAIR
Community Volunteer
ALAN ROSEMAN
INVESTMENT CHAIR
Roseman Wealth Advisors
ROE BUCKLEY
AUDIT CHAIR
Mewbourne Oil Company
BARBARA BASS
GRANTS CHAIR
Gollob Morgan Peddy & CO., P.C.
Doug Bolles
PAST BOARD CHAIR
Partner, WorthPointe Wealth Management
ETCF works with individuals, families, businesses, financial advisors and nonprofit organizations to create charitable funds
which support a wide variety of community causes and individual philanthropic interests.
To create your legacy contact ETCF at 866-533-3823 or email etcf@etcf.org
Address:
315 N. Broadway, Suite 210, Tyler, Texas 75702
903-533-0208
Fax 903-533-0258
BOARD OF DIRECTORS
MARILYN ABEGG GLASS
CHAIRMAN OF THE BOARD
ABEGG & ASSOCIATES
CRAIG ADAMS
ATTORNEY
ADAMS & COKER, P.C.
RICK ALLEN
CPA / SHAREHOLDER
HENRY & PETERS, P.C.
ROBERT BAILES
CPA, FOUNDER
BAILES & COMPANY, P.C.
PETER BOYD
SENIOR EXECUTIVE VICE PRESIDENT
SOUTHSIDE BANK
GARNETT BROOKSHIRE
President
Peoples Petroleum
Dirk Coleman
CPA, AEP, Vice President
Curtis Blakely & Co., P.C.
JAY FERGUSON
HEADMASTER
GRACE COMMUNITY SCHOOLS
kIMBERLY fISH
fREELANCE wRITER &
cOMMUNITY VOLUNTEER
Lee Gearheart
Partner
Gearheart + Gearheart, PLLC
Judith K. Guthrie
Retired Federal Magistrate Judge, United States District Court for the Eastern District of Texas
MARK HAGAN
SENIOR VICE PRESIDENT-WEALTH MANAGEMENT, CFP/CAP KNH WEALTH MANAGEMENT GROUP
Edwin Holt
CEO
Holt Creative Group
John Jones
Chief Executive Officer
Jones Legacy Ventures
Gregory T. Kimmel
Attorney, Partner
Allen, Lottman, Kimmel P.C.
Dale Lunsford
President
Letourneau University
Gordon Northcutt
Vice President & Trust Officer
Vera Bank
Richard Perryman
Retired Investment Advisor
Steve Roosth
President
Roosth Production Company
Kristen Seeber
President & CEO
Women’s Fund of Smith County
sCOTT tERRY
Retired Investment Advisor
ADVISORY BOARD
A.W. “WHIT” RITER, III
PRESIDENT
RITER MANAGEMENT CO., L.C.
W. Fred Smith, Jr.
President
The Gathering
EMERITUS BOARD
Allen Burt
Allen M. Burt Financial Services
F. William Martin
Retired Civic Leader
H.T. Smith
Managing Partner
Rutledge Capital
Norman Shtofman*
The Shtofman Company
A.W. “Dub” Riter, Jr.*
Riter Management Co., L.C.
*DECEASED
FINANCIALS