Community Foundation of Eastern Connecticut 2012 Annual Report
30
th
Anniversary Edition 1983-2013
Contents 1
Celebrating our 30th & Alice Fitzpatrick
1
30 Year Timeline
2
Letter from the President
5
Donor Directed Philanthropy 6 Donor Advised Funds 7 ‘Anonymous’ takes on Superstorm Sandy 8 Donor Advised Grants 9 Designated Funds & Grants 10 Refuge for Groton’s animals 10 Agency Endowment Funds
11 Discretionary Giving 12 Unrestricted Funds 13 Field of Interest Funds 14 Neighbors put their stamp on grants 14 Discretionary Grants 15 Watching over Norwich youth 16 Holt still serves Windham 17 Thank you to donor advisors 18 The cost of leadership 18 Sustainability Funds 19 Scholarships 20 Scholarship Funds 21 Eastford celebrates community
Dream… Connect… Build.
22 Scholarship recipients 23 Special Initiatives 24 Meeting the Ossen Challenge 25 Women & Girls Funds Grants 27 New effort in “Quiet Corner”
Our mission is to transform our region into a more vital, caring community.
28 Let’s Read 29 Thinking about a Fund?
The lively graphics and colors of this year's annual report celebrate the Community Foundation's 30th Anniversary and President Alice Fitzpatrick upon her retirement after 18 years at the helm. Congratulations Alice, and everyone who has helped build this philanthropic legacy in eastern Connecticut.
31 People Who Care 32 Gifts 38 Good works continued 39 Planned Gifts 39 Lyme couple’s legacy 40 Legacy Society 41 Professional Advisors 42 Financials
Editors: Kip Parker & Rick Schwartz
43 Investment performance 44 Balance sheet
Design: Greenwood Associates Printer: GHP, West Haven, CT
44 Contributions over 30 years 45 Grants & scholarships over 30 years 46 From our investment manager 47 Board and Committees 48 Staff and Contact Information Inside back cover Applying for Funding
Celebrating our 30th… & Alice Fitzpatrick
A
lice Fitzpatrick retired in June 2013 after a remarkable 18-year tenure as president of the Community Foundation. She’s seen only “success” in every kind of measure. The Community Foundation has grown sixfold in assets while expanding its reach to include all of eastern Connecticut. She’s spearheaded initiatives in childhood literacy, women’s issues, community arts, and strengthening libraries. As importantly, she’s led with integrity and skill, leaving the Community Foundation with an enviable reputation. She’s won the coveted Martha S. Newman Award for sustained and exemplary service to philanthropy
30
from the Connecticut Council for Philanthropy and Citizen of the Year from the Chamber of Commerce of Eastern Connecticut, among other honors. This year, the Community Foundation celebrates its 30th anniversary. It began in 1983 with the dream and goal to be a permanent institution for the communities it represented. Sister efforts were seeded in Norwich and Windham. Today, thanks to the combined efforts of leaders like Alice, Rheo Brouillard, present and past board members, committee members and volunteers, and charitable people throughout eastern Connecticut, we have met that goal. There’s much more to be done, to be sure, but we welcome the task.
1983 Pequot Foundation established as Southeastern Connecticut’s first publicly supported foundation
Alice celebrates at a retirement event at the Eugene O'Neill Center with her daughters Lauren Middleton (left) and Christen O'Connor, and beloved granddaughter Jenny.
If you wish to join us in thanking Alice for her service, please consider contributing to The Alice Fund. Read about it on our website: www.cfect.org.
Paul D. Nunes Chair, Board of Trustees
1988 Eastern Connecticut Community Foundation (serving greater Norwich) established
1992 Pequot Foundation becomes Community Foundation of Southeastern Connecticut
Years 1983 to 2012
1986 Surpasses $1 million in assets Offers to help nonprofits join “computer revolution” with hardware and software
1989 Distributes the million dollar Thomas B. Bent Trust to local nonprofits Assets exceed $3 million Grants and scholarships reach $230,000
1994 Partners with William Casper Graustein Memorial Fund to prepare young children for school
Community Foundation 2012 Annual Report
1
Dear Friends of the Community Foundation, nce during my Peace Corps days in Africa, I found myself in a remote corner of Botswana. This is where our species began, in the middle of the Kalahari Desert, where life has not changed much in 50,000 years. On the path, I met a skinny little San Bushman wearing a huge aviator hat with fur earflaps and a big smile. He didn’t speak English, but did ask, “Tabac? Tabac?” He wanted a smoke, and my colleagues and I couldn’t help him with that. But we did have food, and we gave him some. What he did next has stayed with me over the years: one part he ate, one part he buried, and one part he took back to his home village. In other words, he knew his own needs, he cared about his people, and he had the good sense to think about tomorrow. You’ve given me a sense of place for 18 years.
O
“Alice shines with a light from within that's a beacon attracting people to her. It’s a joy to be in Alice’s presence!” Isabelle G. Singer, Executive Director, Eastern Connecticut Symphony Inc.
As I fold up my tent as president of the Community Foundation, I realize the most significant gift I have gotten over the past 18 years is an exquisite sense of place. What do we love so much about eastern Connecticut? It’s certainly not the weather or the nightlife or the economy. For me, it’s the sense of belonging I’ve enjoyed since the day I arrived. This, despite having been shaped by such far-flung spots as California, Hawaii, and Africa, is the place where I fit. When I arrived here, I was home. Eastern Connecticut means community to me. I learned quickly that people who feel the greatest sense of belonging are those who give the most of themselves. That was the joy of finding myself leading a community foundation. It is a hearth, a gathering place where
1995 Alice Fitzpatrick becomes new Executive Director of Community Foundation of Southeastern Connecticut (CFSECT) Community Foundation becomes sole beneficiary of the $2.9 million Morgan Trust
creative, caring people come together to make the world better. Could there be a better job to root oneself in the community? I met Jim Smith, a true New London success story. He built an insurance empire here 75 years ago, but all he wanted during the years I conspired with him was to give local kids a shot at an education. He wanted no recognition and no credit. On his 90th birthday, he finally permitted me to gather from the 100 local youth he had sent to college over 25 years. It was the only time I ever saw him cry. The Hendels and the Malloves and the Kitchings all built successful family businesses here. When the Community Foundation was established 30 years ago, they were among the first to step up. Jack Leatherman, Connie Pike, and Eddie O’Brien left legacies for their communities and causes because they
1999 CFSECT founds Southeast Connecticut Women & Girls Fund, first in eastern Connecticut
Assets surpass $6.8 million
1998 Greater Windham Community Foundation (serving Windham County) established
2001 Philanthropy soars in the aftermath of September 11th tragedy CFSECT launches Let's Read to ensure early childhood literacy Matching gifts program encourages nonprofits to start agency endowments that will ensure their long-term sustainability Assets jump to $22 million
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Community Foundation 2012 Annual Report
“Alice Fitzpatrick models the kind of leadership admired by Lao Tsu: when a good leader’s work is done, the people say, ‘We did this ourselves.’” Honorable Leeland Cole-Chu, Judge, Superior Court
Alice in Botswana, where she served in the Peace Corps in the late 1980s.
were “of this place”. In earlier generations, George Holt in Willimantic and Jeannette Frisbie in Norwich did the same, to leave a better place for future generations. You have only to look at the names on our funds and annual gifts to see how hundreds of people of both great wealth and modest means have committed to their local art center, a regional food pantry, a tiny historical society, the neighborhood health center, or their alma mater. Some of
“Alice's vision and leadership forged a path of unity, integrity, and dedication. Her path left an immense wake of supporters eager to partner and share her dedication.”
you want to strengthen families, some want to get kids reading, some care about women’s issues or ending youth violence. For 18 years, you have moved me time and again with your quiet generosity. As you have deepened your sense of belonging, you have deepened mine. We share a community, and always will. I can only say, from the bottom of my heart, thank you! For those of you who are reading this annual report but have not yet engaged with the Community Foundation, I leave you with this question: What are you going to bring back to your village? All my best,
Betti Kuszaj, Executive Director, Northeastern CT Chamber of Commerce
2002 George L. Holt Fund transferred to the Greater Windham Community Foundation, which becomes Community Foundation of Northeast Connecticut in 2003. Read about the Holt Fund on page 16
2006 Community Foundation of Northeast Connecticut and Eastern Connecticut Community Foundation merge to form the Community Foundation of the Tri-County Area Community Foundation of Southeastern Connecticut assets exceed $30 million Smith Memorial Fund brings Southeast Women & Girls Fund endowment over $2 million mark
2004 Community Foundation of Northeast Connecticut launches Windham Area Women & Girls Fund
2007 CFSECT assets grow to $35 million; distributes $1.6 million in grants and scholarships
CFSECT grants & scholarships exceed $1 million
Tri-County launches Norwich Area Women & Girls Fund
Community Foundation 2012 Annual Report
3
“Alice has been a passionate ambassador for the Community Foundation. Her goal has always been to improve the communities of eastern Connecticut. Her legacy will live on!” Mary Ellen Jukoski, Ed.D., President, Mitchell College
Alice and her hardworking staff. She commissioned decorative plates, which they're holding, to thank them for their years of service.
Annual Report Bonus! Read about two of Alice’s major accomplishments on our website: Love Our Libraries (www.cfect.org/loveourlibraries) describes the $1.5 million 25th anniversary gift that galvanized libraries throughout southeastern Connecticut. Bringing Eastern Connecticut Together (www.cfect.org/easterncttogether) is all about the merger that created the biggest geographic community foundation in the state.
“Alice and the Foundation are synonymous; it’s hard to know where the Foundation ends and Alice begins! The organization’s success goes far beyond just providing money to organizations. With Alice’s wisdom and guidance, the Foundation has been a leader in the community, providing a vision for the future, along with the tools and the skills to get there.” B. Michael Rauh, Jr., President & CEO, Chelsea Groton Bank
“I think of you as an irreplaceable local monument. Your wisdom and energy have created a great force for good in our larger community.” Frederic P. Anderson, M.D., Retired Pediatrician Trustee, Community Foundation of Eastern Connecticut
2012 Community Foundation launches fourth Women & Girls Fund, in the "Quiet Corner"
2008 Great Recession begins Community Foundation of Southeastern Connecticut celebrates 25th anniversary Love Our Libraries project awards $100,000 to each of 13 libraries in CFSECT’s footprint CFSECT receives largest gift ever: $3.5 million from the Estate of Edmund O’Brien
Charitable Connecticutians establish a record 39 new funds, bringing total to 407 Community Foundation awards nearly $3.3 million in grants and scholarships
2010 Tri-County and CFSECT merge to become today’s Community Foundation of Eastern Connecticut Former trustees of the Norwich YMCA direct $2.4 million to the Community Foundation to continue a legacy of serving at-risk Norwich youth Community Foundation’s spending rule guarantees steady grantmaking despite continuing recession Total assets exceed $40 million
4
Community Foundation 2012 Annual Report
donor directed philanthropy 6 Donor Advised Funds 7 "Anonymous" takes on Superstorm Sandy 8 Donor Advised Grants 9 Designated Funds & Grants 10 Refuge for Groton's animals 10 Agency Endowment Funds
Community Foundation 2012 Annual Report
5
donor advised funds These funds let individuals, families, and businesses select the specific nonprofits they would like to support during their lifetimes.
Total Funds = $44,287,434
Alessi Family Fund
2009
Anonymous VII
2007
Greater Windham Public Safety Fund
2002
Anonymous IX Fund
2006
Elizabeth Newell Butler Gregory Fund
2001
Anonymous XI
2011
Gross Family Fund
1999
Jane M. Brannegan Literacy Fund (affiliated with the Let’s Read Fund)
Heritage Fund
2004
2009
David & Muriel Hinkle Fund
2002
Neal & Jane Lassen Bobruff Fund
1998
Howe Charitable Fund
1997
Boettner Fund
2004
Javor Family Fund
2007
Buscetto Family & Friends Fund
2008
Barbara Kiss Johnson Fund
2002
Monica M. Carlin Memorial Fund
2009
Melinda Carlisle Fund
2005
Lathrop Family Fund (affiliated with Women & Girls Fund-Southeast)
2009
Elsie Childs Fund
2012
Colonial Cooperative Care Charitable Fund
2000
Lewis Female Cent Society Fund (affiliated with Women & Girls Fund-Southeast)
1999
Community Arts & Education Fund
2008
Lieber Family Fund
2006
Dangremond Family Fund
2004
Julia J. & Carl W. Lindquist, MD Fund
2001
Harold & Miriam Dean Fund
2003
Jon Martenson Fund
2005
Rudolph & John Dirks Fund
2009
Michelle E. Maitland & Joshua C. Martin Fund
2008
Anthony & Elizabeth Enders Fund
2002
John E. & Elizabeth M. Martin Fund
2002
Elizabeth & William Foye Fund
2010
Sarah Ann Martin Fund
2004
Fund for Norwich Arts
2010
Peter Matthews Fund
2000
1984
Morgan McGinley Family Fund
2007
2005
Avery Russell Morgan Children's Literacy Fund (affiliated with Let's Read Fund)
2000
2005
Grace Badger Murphy Fund
2011
Gildersleeve/White Fund Judith Glassenberg Classroom Enrichment Fund (affiliated with the Let's Read Fund) Michael J. Gorman Fund for Persons with Disabilities
Achieving New London 4th and 5th graders – Lighthouse Kids – visit the New London Maritime Society.
6
Donor Advised Funds = $5,507,131
Community Foundation 2012 Annual Report
Margaret M. O'Shea Education Fund
2008
Ossen Fund for the Arts
2006
Francis J. & Sally T. Pavetti Fund
1985
Pochal Family Fund
2012
Larry Pontbriant Athletic Safety Fund
2007
Ralph Averill Powers Foundation Fund
2007
Pursuit Fitness Children's Fund
2000
Colin & Loretta Rice Family Fund
2003
Richard E. & Marjorie E. Rowe Family Fund
2000
Philip A. Turner Fund
2011
John T. Savage Memorial Fund
2004
Elaine Pearl Shapiro & Michael Shapiro Charitable Fund
2004
Dr. Jamie Allen Shaughnessy Fund
2012
David & Theresa Sistare Fund
2003
June D. Strunk Fund (affiliated with Women & Girls Fund-Southeast)
2009
Toulmin Family Fund
2001
Estella E. Whipple Fund (affiliated with Women & Girls Fund-Southeast)
2009
Windham Public Schools Fund
2002
Woolworth Family Fund for Stonington
2008
Residents carry plywood to board up their properties along Shore Road in Niantic Tuesday Oct. 30, 2012 after their property was severely damaged by the remnants of Superstorm Sandy in the overnight hours. (Photo: Tim Cook/The Day)
“Anonymous” enables Community Foundation to take on Superstorm Sandy
G
uy Rovezzi, president of our sister Community Foundation of Northwest Connecticut (CFNWCT), protects the identity of one of his region’s most generous philanthropists with a vengeance. He just notes that he or she represents a local family whose giving is thoughtful, impactful, and, well, always anonymous. “It’s become a bit of a mystery around here,” Rovezzi laughs. “I can only say that we are very proud to work closely with them on their many interests.” Rovezzi wasn’t surprised when the family wanted to do something for Superstorm Sandy victims. “’Anonymous’ was quite upset by the devastation caused by Hurricane Katrina in 2005,” Rovezzi remembers. “They set a personal goal for bringing hope back into the lives of people.” The family donated $50,000 for individual relief efforts. ‘Anonymous’ wanted to do the same for eastern Connecticut neighbors who continue to suffer from the aftermath of Superstorm Sandy.
Rovezzi called Alice Fitzpatrick, his counterpart at the Community Foundation. Armed with Anonymous’ initial $50,000 gift, the Community Foundation surveyed towns, nonprofits, FEMA representatives and insurance agents on the “gaps” in coverage for impacted individuals, families, small business owners, and service providers. Then Fitzpatrick partnered with the United Way of Southeastern Connecticut. The resulting relief network, “Our Communities United…Hurricane Sandy & Her Aftermath,” which kicked off March 1 of this year, aids both social services agencies and individuals and families whose losses were not covered by FEMA or other insurance. “I think ‘Anonymous’ can feel confident that we’re doing everything possible to bring the hope back they seek for our friends and neighbors,” Fitzpatrick reports. “Plus,” she adds, “now we’re part of the mystery, too!” Read the entire story at www.cfect.org/Sandy
Community Foundation 2012 Annual Report
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Donor Advised Grants Our Donor Advised Fund holders recommended grants to nonprofits in eastern Connecticut and beyond. Donor Advised Funds allow individuals, families, and businesses to select the organizations, programs, and grant amounts each year. Abounding Grace Ministries Alliance for Cancer Gene Therapy Alliance to Develop Power Altrusa International, of Northeastern CT American Red Cross-Connecticut Region Annual Catholic Appeal Architecture for Humanity Arts Cafe Mystic Association of Hole in the Wall Camps Avodah Dance Ensemble Backus Hospital Bement School Best Buddies International Beth Shalom Rodfe Zedek Big Brothers Big Sisters of Southeastern CT Bikes for Kids BRAYCE Cambridge School of Weston Care and Share Soup Kitchen Center for Hospice Care Centro De La Comunidad Child & Family Agency of Southeastern CT City of New London/Beautification Committee City of Norwich/Recreation Dept. College Access Program Common Cents EMS Supply LLC Commonweal - Institute for Arts & Healing Connecticut Adoption & Family Services Connecticut Early Music Connecticut Farmland Trust Connecticut Forest & Park Association Connecticut Fund for the Environment Connecticut Public Television Connecticut Storytelling Center Covenant Shelter of New London The Cove Center for Grieving Children Crosby Fund for Haitian Education Denison Pequotsepos Nature Center Denison Society Doctors Without Borders USA Eastern Connecticut Symphony Orchestra Emerson Theater Collaborative Eugene O'Neill Theater Center Expressiones Cultural Center Fidelco Guide Dog Foundation Florence Griswold Museum FRESH New London Friends of Harkness Memorial State Park The Friendship School Furniture Bank of Southeastern CT Garde Arts Center Groton School Habitat for Humanity of Southeastern CT Haitian Health Foundation Heavy Hitters USA High Hopes Therapeutic Riding Historically Black College Alumni Holy Apostles Soup Kitchen
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Community Foundation 2012 Annual Report
Human Rights First Hurricane Sandy Relief Foundation Hygienic Art Interdistrict School for Arts and Communication (ISAAC) I-Park Foundation Jewish Federation of Eastern CT Jorgensen Center for the Performing Arts Judy Dworin Performance Project Kente Cultural Center Kenyon Review Kids In Distressed Situations (K.I.D.S.) Kiwanis Club of New London Ledge Light Health District Lehman College Foundation Long Wharf Theatre Lyman Allyn Art Museum Lyme Land Conservation Trust Madonna Place Martin House Mercy Corps Miami Art Museum Millbrook School Mitchell College Mitchell Farm Equine Retirement Musical Masterworks Mystic & Noank Library Mystic Area Shelter and Hospitality Mystic Arts Center Mystic Marine Life Aquarium Mystic Seaport Museum Natchaug Hospital New England School of Metalwork New England Science and Sailing New London Adult & Continuing Education New London Babe Ruth Baseball New London Community Boating New London Community Meal Center New London County Historical Society New London Education Foundation New London Firefighters Burn Foundation New London Homeless Hospitality New London Irish Parade New London Little League New London Main Street New London Maritime Society New London Soccer Club New London Youth Affairs New London Youth Football League New London Youth Organization Noank Baptist Church North Windham School PTO NYU Steinhardt Old Lyme Land Trust Old Lyme Visiting Nurse Association Opportunities Industrialization Center (OIC) Our Companions Domestic Animal Sanctuary Outreach to Haiti
Donor Advised Grants = $1,646,537 Total Grants = $3,304,529
Partners in Health Planned Parenthood of Southern New England Point Reyes National Seashore Association The Population Center Project Oceanology PTO of Natchaug Elementary School Public Library of New London Public Policy Institute Read to Grow Recovery Yoga The Rectory School Regional Multicultural Magnet School Foundation Riverfront Children's Center Rumsey Hall School Sacred Heart University Safe Futures Salvation Army Save Ocean Beach School Health Corporation Sea Research Foundation Sea-Legs Shiloh Baptist Church Shoreline Soup Kitchens & Pantries Southeast Connecticut Committee on Foreign Relations Spirit of Broadway St. James Church St. Patrick’s Cathedral St. Vincent de Paul Place Stonington Community Center Stonington Education Fund Stonington Historical Society Sweeney Elementary School PTO Terri Brodeur Breast Cancer Foundation Thames Area Citizen Advocacy Program Thames River Community Service Thames Valley Council for Community Action The Trust for Public Land Tsetse Gallery United Cerebral Palsy of Eastern CT United Community & Family Services University of Connecticut Foundation University of Michigan/Department of Neurology Visiting Nurse Association of SE CT Voluntown Peace Trust Wadsworth Atheneum W.A.R.M. Shelter Wheaton College The Elie Wiesel Foundation for Humanity Windham Center School PTO Windham Hospital Foundation Windham Regional Arts Council Worldwide Fistula Fund WSHU Public Radio Yale Center for Dyslexia and Creativity Yale University Art Gallery
Designated Funds Designated funds work well for charitable people who want to support one or more specific charities. A designated fund helps a nonprofit sustain its mission and programs.
Designated Funds = $2,264,819
Designated Grants = $123,850
Total Funds = $44,287,434
Total Grants = $3,304,529
Josephine Lanzalotta Allen Fund Children’s Museum, Center for Hospice Care of Southeast CT, L&M Hospital & St. Paul’s Church
1998
Norwich Area Physicians’ Fund United Community & Family Services, Norwich
Almond Paine Fund For Protestant churches in Killingly that hold regular Sunday School classes
1996
Norwich Department of Public Utilities FundSafety Net Program Norwich Human Services - to provide emergency utility assistance
Anonymous III Fund VNA of SE CT and the Waterford Public Library
1996
Walter V. Baker Fund Public Library of New London
1994
Beaumont Family Fund Mystic Rotary Club Scholarships
1999
Bill Memorial Library Fund
2009
Brodhead Scholarship Fund Noank Baptist Church
2001
David J. Calchera/EASTCONN/ACT Fund Scholarships for EASTCONN/ACT Students
2005
Chamber of Commerce of Eastern Connecticut, Inc. Foundation Fund
2002
1990
2006
Old Lyme Phoebe Griffin Noyes Library Fund
2012
Old Lyme Social Services Emergency Fund
2001
Constance Pike Fund Old Lyme Children’s Learning Center
2005
St. Mary Star of the Sea Church Fund
2006
Salem Free Public Library Fund
2009
Janey Schultz Scholarship Fund For Three Rivers Community College Scholarships for women pursuing nursing or allied health studies
2011
Friends of the Science & Technology Magnet High School Fund
2007
Florence & Raphael Shafner Charitable Fund 1984 L&M Hospital, American Red Cross, Child & Family Agency, Public Library of New London, West Farms Land Trust, Center for Hospice Care, VNA of Southern CT
Martin V. Daly Memorial Scholarship Fund Scholarships for Griswold High School students
2012
Allen James Day Memorial Award Fund To benefit students attending Eastford Elementary School
2012
William Shand Memorial Award Fund To benefit students attending Eastford Elementary School
2012
Roger Mason Day Memorial Award Fund To benefit students attending Eastford Elementary School
2012
Starfish Fund L&M Hospital Office of Community Health, Outreach & Partnerships
2007
Stonington Free Library Fund
2009 2012
Dean’s Mill School 2009/SHS 2017 Fund
2009
EASTCONN (ACT) Scholarship Fund
2004
East Lyme Public Library Fund
2009
Town of Eastford 8th Grade Awards Fund To benefit students attending Eastford Elementary School
2012
String Theory School of Music Fund For music instruction scholarships for disadvantaged children in eastern CT
2001
Rose & Sigmund Strochlitz Fund Waterford Public Library
1986
Fred & Jo Falkner Fund Big Brothers Big Sisters
1991
Betty Richards Tripp Fund Stonington Free Library
1999
Martha H. Griffis Fund Public Library of New London
1997
Veterans Memorial Greenway Fund For veterans’ memorials in Willimantic
2003
Hartman Park Endowment Fund Hartman Park in Lyme
Hearing Youth Voices Fund 2012 For a study of New London students' perspective on schools Priscilla & Charles Hodges Memorial Fund Thames Valley Music School, Stonington Free Library & Community Foundation of Eastern Connecticut
2008
Jacobs Family Fund High Hopes Therapeutic Riding Center and the Community Foundation of Eastern CT
2012
Olivette Kozey Art Award Fund To benefit students attending Eastford Elementary School
2012
Lesniowski Fund Scholarships for New London students
2006
Catherine Melling Memorial Fund New London County 4-H Foundation
1999
Sarah Morse ECB Dance Scholarship Fund Eastern Connecticut Ballet
2000
New London Resident Scholar Fund New London Science & Technology Magnet High School
2006
Waterford Education Foundation/Waterford High School Class of 1960 Scholarship Fund
2010
William S. Warren Academic Award Fund To benefit students attending Eastford Elementary School
2012
Evelyn Carlson Widham Memorial Fund Waterford Historical Society & Waterford Public Library
2012
Elie Wiesel Humanitarian Award & Scholarship Fund Williams School award and scholarship
1987
Jane W. Williams Fund Mystic/Noank Library, Noank Historical Society & Literacy Volunteers
1988
Windham Before & After School Program Fund To support the before and after school program initiatives of the Windham Public Schools
2011
Leonard & Irene Zuckerbraun Family Fund Eastern Connecticut Symphony Youth Orchestra Young Artists Competition
2004
Community Foundation 2012 Annual Report
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Agency Endowment Funds
A beautiful Maine Coon awaits adoption at the Valenti Adoption Event in Mystic last November. The Groton Animal Foundation helped find homes for animals displaced by Superstorm Sandy.
Guaranteeing safe refuge for Groton’s animals
Nonprofits establish their own endowments with the Community Foundation for two good reasons: One, to assure their donors that long-term charitable gifts will be managed by a stable, successful and committed institution; two, to produce a guaranteed revenue stream annually for their operations and stability. The nonprofits listed below have made this long-term commitment to their fiscal health:
M
ary Kelly and her friends started the Groton Animal Foundation [www.groton animalfoundation.org] because the town’s Animal Control Facility was deteriorating. “It was in terrible shape,” she remembers. By November 2007, the new group had convinced Groton voters to approve a $1.7 million bond to build an exciting new facility. But GAF didn’t consider its job complete. They furnished the new building with everything from appliances and examining tables to dog and cat bowls. Then they built outside dog and cat runs. Five years later, they are helping low-income families keep their pets, covering medical bills the town can’t afford, paying for grooming services, running children’s programs, supplying a “pet food pantry”, aiding bite prevention seminars, and helping control the feral cat population. “If I need something, they make it happen,” marvels grateful animal control officer Donna Duso. “Without the foundation, the Animal Control Facility would not be what it is today.”
Groton residents support GAF “People’s generosity has been phenomenal,” Kelly says. She points not only to last fall’s well-attended “Cause for Paws” fundraiser, but also to the children of the community. “We had a group of kids who did a play on their front porch and gave us the proceeds. We have other children who contribute their birthday money.” In 2012, GAF established the Groton Animal Foundation Fund at the Community Foundation. “We’re looking for a stable and secure investment for a key part of our savings, additional credibility for our organization and our work from prospective donors, and a chance to network,” Kelly explains. So they can care for Groton’s animals forever. Read the entire story at www.cfect.org/refuge
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Community Foundation 2012 Annual Report
Agency Funds = $1,557,631
Agency Grants = $297,517
Total Funds = $44,287,434
Total Grants = $3,304,529
A Moveable Feast Fund Alliance For Living Fund ARC of New London County Fund Children's Museum of Southeastern Connecticut Fund Clock Tower Fund Connecticut Early Music Fund Covenant Shelter of New London Fund Denison Pequotsepos Nature Center Fund Griffis Art Center Fund Groton Animal Foundation Fund Groton Public Library Fund Hempsted Heritage Fund James Merrill House Fund Dr. Martin Luther King Memorial Scholarship Fund Literacy Volunteers of Eastern Connecticut Fund Mystic Arts Center Education Endowment Fund Natchaug Hospital Fund New London County Historical Society Fund New London Education Foundation Fund Pawcatuck Neighborhood Center Fund Riverfront Children's Center Fund Mitch & Betty Salomon (Wood Pawcatuck Watershed Association) Fund Shiloh Baptist Church Fund Southeastern Connecticut Women's Network Fund Stonington Community Center Fund Stonington Education Fund United Way Endowment Fund Waterford Senior Services Endowment Fund Dr. Carl Wies Scholarship Fund Windham Theatre Guild Fund
2003 2002 2003 2004 2009 2001 2004 2007 2001 2012 2011 2001 2009 1997 2004 2002 2011 2007 2001 2003 2009 2002 2001 2008 2006 2000 1993 2007 2008 2003
discretionary giving 12 13 14 14 15 16 17 17 18 18
Unrestricted Funds Field of Interest Funds Neighbors put their stamp on grants Discretionary Grants Watching over Norwich youth Holt still serves Windham P.A.W. Fund Grants Thank you to donor advisors The cost of leadership Sustainability Funds
Community Foundation 2012 Annual Report
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Unrestricted Funds Unrestricted Funds are for donors who would like to address emerging community needs. Donors place their trust in a group of knowledgeable volunteers to review grant applications, conduct site visits and then use these discretionary dollars to make grants to organizations that make a positive and meaningful difference. Judith & David Anderson Fund Anonymous I (Norwich) Fund Anonymous II (Norwich) Fund Anonymous IV Fund Anonymous X Fund Avery-Hammond Fund Irma Baker Memorial Fund Shirley Beal Fund Big 4 Radio Stations Fund Peter Block Fund Bredeson Family Fund Helen Brewster Fund Elsie A. Brown Fund Nancy & Howard Brundage Fund Camp Family Fund Carol L. Chappell Fund Chelsea Groton Bank Fund Coastal (New London Federal Savings & Loan Fund) Fund Margaret Connelley Sullivan Fund Mildred E. "Millie" Devine Fund Roger & Cornelia Dickinson Fund Dime Savings Bank Fund Robert A. Doherty Memorial Fund Ann & Gordon Douglas Fund Eastern Connecticut Development Council Fund Eastern Federal Bank Fund James & Isabelle English Fund Robert & Lois Geary Fund R. S. Gernon Trust Fund Elaine M. & Dr. David Ginsberg Fund Victoria & Charles Glassenberg Family Fund Dorothy C. Goodwin Fund Gorin's Furniture Fund Alva G. Greenberg Fund Carolyn L. & Kenneth E. Grube Memorial Fund Mr. & Mrs. William G. Hammond Fund William R. Hannaford Fund Harry R. & Dorothy S. Hazard Fund William J. Hazlewood Fund Hertenstein Family Fund Mary Hewitt & Edward Mann Fund Priscilla F. Hodges Fund Marjorie Inkster Staton Fund
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Community Foundation 2012 Annual Report
2000 2000 2000 1997 2007 1984 2000 1997 2000 1998 1998 2009 1990 2012 1987 1998 1997 1985 2000 1996 2008 1997 1992 2003 2000 1997 2006 1996 1994 1984 1996 1993 1997 1998 1997 2004 1999 1989 1987 2005 1993 2007 2007
Unrestricted Funds = $16,714,180 Total Funds = $44,287,434
George Jagger Fund Jewett City Savings Bank Fund Richard & Clarissa Jones Fund Drs. Joan & Manuel E. Kadish Fund Chester W. Kitchings Fund J. Martin & Caroline S. Leatherman Fund Mr. & Mrs. J. Martin Leatherman Fund Doris R. & Benjamin A. Levinson Fund Minnie & Dorothy Levinson Fund Liberty Bank Fund Reid & Linda MacCluggage Fund John T. & Evelyn MacDougall Fund Rosalind M. & Harvey N. Mallove Fund Manchester Savings Bank Fund Robert W. Marrion Founding President Fund Matthews Family Fund New England Savings Bank Fund New London County Mutual Fund New London Day Fund New London Rotary Club Memorial Fund Nightingale Fund Norwich Savings Society Fund O’Brien Family Fund Donald & Marilyn O’Brien Fund John O'Brien Fund Old Black Point Association Fund Margaret & William Orkney and Grant Hileman Fund George A. Ott Fund Palmer/Bodenwein Fund Stanley Popiel Fund Dyanne M. Rafal Fund Kathleen W. & John T. Roan Fund Isadore & Isabelle Rogovin Fund Estelle & Harold Ross Fund Carrie V. & Horace W. Rowe Family Fund Charles & Susan Seeman Fund Stella Shannon Fund Millie & Martin Shapiro Fund Shea Fund Jerome & Marian Silverstein Fund Melvin Simon Fund David C. Smith Memorial Fund Marjory B. & Laurence P. 'Jim' Smith Fund Solomons Family Fund Catherine M. & Charles R. Sortor Fund Stamm Family Fund Susan H. Timken Fund Thomas Edison Troland Memorial Fund Union Trust Fund Dorothy West Lathrop & Harriet Sullivan Wallace Fund Joan and Thomas Wetmore Fund Whittemore-Kepple Fund Juliet Wilber Long Teachers' Memorial Fund Millard R. York Fund
1999 1997 2005 1997 1983 1996 1983 1983 1999 1997 2002 1996 1989 2000 1987 1998 1988 2000 2000 1983 1998 1999 2008 1998 1997 2002 1997 1996 1983 2009 1998 2000 2001 2000 1985 2000 1999 1998 1983 2000 2000 1987 1983 1986 1983 1983 1998 1990 1984 1990 1992 1998 1995 1997
Field of Interest Funds Field of Interest Funds give people the option to support overarching issues and areas of interest important to them. The Community Foundation then invests in promising projects and organizations working to advance these goals. Arts Alliance Fund To promote artistic endeavors Arts in Education Fund To support arts education in Norwich Jane Dugan Baird Fund To improve the lives of women and girls (affiliated with Women & Girls Fund-Southeast) Beaver Brook Fund To advance the treatment of mental illness Broach Fund To improve the lives of women and girls (affiliated with Women & Girls Fund-Southeast) Elisha & Lena J. Burt Charitable Trust For Groton-based organizations Marion E. Doro Fund To improve the lives of women and girls (affiliated with Women & Girls Fund-Southeast) Frisbie-Chapman Memorial Fund To support organizations offering programs and services for economically and socially disadvantaged Norwich youth Carl Clark Graves Fund To advance the sports of crew, sculling, and other water-based activities Greater Norwich Education Fund For enrichment programs in Norwich Public Schools Louise Guarnaccia Fund for Non-Traditional Students To help non-traditional female students enhance their employment opportunities (affiliated with Windham Area Women & Girls Fund) Daniel & Rose Hendel Fund For children’s programs in southeastern CT George L. Holt Public Welfare Fund To assist disadvantaged people in the Windham area & promote self-sufficiency through education and training Lydia I. Korolkiewicz Fund To prevent domestic violence and provide treatment for its victims (affiliated with Women & Girls Fund-Southeast) LaMattina Family Fund To support programs that provide opportunities for at risk boys and young men Let’s Read Fund To support literacy programs that encourage a love of reading and learning Love Family Fund To improve the lives of women and girls (affiliated with Women & Girls Fund-Southeast) Love Our Libraries Fund To support 13 libraries in southeastern CT
2002 1995 2009
2000 2009
1989 2009
2010
1999
2003 2006
1998 2002
2003
2012
2002
2009
2008
Field of Interest Funds = $5,882,320 Total Funds = $44,287,434
Carole Marks Fund To improve the lives of women and girls (affiliated with Women & Girls Fund-Southeast) Juliana Valentine McCourt Children's Education Fund To foster habits of tolerance and inclusion among children Andrew and Elaine McKirdy Fund To support educational, economic, and/or social advancement programs for disadvantaged persons Murstein Family Fund To provide women access to educational and job training opportunities (affiliated with Women & Girls Fund-Southeast) People For Animals & Wildlife (P.A.W) Fund To promote the well-being and humane treatment and protection of animals and wildlife C. A. Pike Fund To support healthy families Elvia Enders Richards Fund For home health care services Josephine & Gabriel Sacco Fund for Animals For the care and comfort of animals in the Town of Groton (affiliated with the P.A.W. Fund) Science Education Fund To support science education programs for youth in southeastern Connecticut Grace & Lewis Sears Memorial Fund To support organizations offering programs and services for economically and socially disadvantaged Norwich youth Smith Literary Fund To encourage literary and historical research and writing through college scholarships and writing programs Storm Sandy Fund To provide support to residents of eastern Connecticut affected by the October 2012 storm Barbara Timken Fund To improve the lives of women and girls (affiliated with Women & Girls Fund-Southeast) Beth Walker Fund To improve the lives of women and girls (affiliated with Women & Girls Fund-Southeast) Whelen Family Fund To improve the lives of women and girls (affiliated with Women & Girls Fund-Southeast) Henry C. White Memorial Fund To help treat & prevent substance abuse Women & Girls Fund-Norwich Area To improve the lives of women and girls Women & Girls Fund-Southeast To improve the lives of women and girls Women & Girls Fund-Windham Area To improve the lives of women and girls Edward Wozniak Arts Access Fund To provide youth with access to the arts
2009
2001
2002
2005
2007
1996 1986 2007
2002
2010
2011
2012
2009
2009
2009
1990 2006 1999 2004 2010
Community Foundation 2012 Annual Report
13
Southeastern CT Unrestricted and Field of Interest Grants
Three of the 14 hard-working members of the Southeastern discretonary grants committee review some of the 113 applications area nonprofits submitted this year. Most will get site visits too. From left to right: Kathy Parker, Committee Chair Valerie Grimm, and Art Tanner.
Consider these flexible, unrestricted dollars as our “community checkbook.” Discretionary and Field of Interest grants tackle some of our communities’ most pressing needs and infuse vitality on the streets, into neighborhoods, and enrich the entire region.
Your neighbors put their stamp on competitive grants
V
alerie Grimm and Art Tanner have very important jobs at the Community Foundation. Yet they have no office, no health plan, indeed, no salary. Grimm is chair and Tanner a second year member of the 14-member Southeastern Connecticut Grants Committee. Similar committees exist for Norwich and Windham, for scholarships, and for the four Women & Girls Funds, says Program Director Jennifer O’Brien. “Some of it is economics,” she explains. “We have a very small staff to handle millions of dollars of requests. “But more importantly,” she adds, “it’s a philosophical decision. We’re a community organization, and our decisions are made by members of the community.” Valerie Grimm agrees. “Who better to count on than your fellow citizens? Contributors and fundholders can feel secure that their funds are distributed with proper vetting by caring, compassionate people just like themselves.” Art Tanner, who ran a packaging manufacturing company for 30 years, went on his first site visits last year. He was armed with the Community Foundation’s 12-point questionnaire, the nonprofit’s application, budgets, and plenty of paperwork. But the site visit made all the difference. “You hear their passion, why they believe in their mission, and personal stories,” Tanner says. “You can’t get that from the paper application. “You feel good about what’s going on in the community.” Both Grimm and Tanner describe the final choice of grantees as cooperative and congenial. “It’s fairly easy to reach consensus,” says Tanner. “We usually only have a ‘tug of war’ over one or two.” Grimm’s committee was able to choose 87 projects and distribute $625,000 in 2012. “Not bad for ‘average Joes’ off the street, just like you,” she laughs. Read the entire story at www.cfect.org/neighbors
Unrestricted Grants = $367,360
Field of Interest Grants = $260,937
Total Grants = $3,304,529
Total Grants = $3,304,529
Arts & Culture Arts Cafe Mystic $2,000 Student Poets Laureate Program Centro De La Comunidad $2,100 Arts programs Eastern Connecticut Ballet $8,000 Nutcracker program Eastern Connecticut Symphony Orchestra $10,000 Young People's Concert Emerson Theater Collaborative $2,500 Court Martial at Fort Devens Eugene O'Neill Theater Center $8,000 Youth Playwriting Initiatives Expressiones Cultural Center $10,500 ArtVenture program $5,000 Flock Theatre Macbeth performances for students Florence Griswold Museum $7,500 Free Access Week Garde Arts Center $15,000 Programs for school-age children Hygienic Art $14,175 Do the Write Thing Judy Dworin Performance Project $7,500 Program for incarcerated women Latin Network for the Visual Arts $2,500 Latin Views show and education programs Lyme Academy College of Fine Arts $5,000 Pre-college program for talented youth Mystic Arts Center $7,500 School programs Mystic Seaport Museum $8,000 Sinister Seas exhibition New London County Historical Society $6,000 Rockets' Red Glare - CT in the War of 1812 Grants continue on page 16
14
Community Foundation 2012 Annual Report
Norwich Youth Grants: $93,068 Children's Museum of Southeastern Connecticut Star Lab Science Education Program for Norwich Public School 5th graders City of Norwich-Emancipation Proclamation Commemoration Committee To engage students (grades 2-8) in learning more about the struggle for freedom City of Norwich-Recreation Department Summer camp scholarships for underserved youth (funded in part by the John E. and Elizabeth M. Martin Fund)
The Horse Sense program at High Hopes Therapeutic Riding is a hands on experience that builds trust and confidence among at risk students.
Frisbie and Sears Funds keep watch over Norwich youth
T
hey died 31 years apart, but Jeanette Hall Frisbie and Grace Silverman Sears each left powerful legacies for Norwich children. Both women left endowments now worth more than $1 million each to the YMCA of Southeastern Connecticut (the Norwich Y). Before the Y closed in 2010, it established the Frisbie-Chapman Memorial Fund and the Grace and Lewis Sears Memorial Fund at the Community Foundation to guarantee that Norwich youth would continue to receive the women’s loving care forever. Jeanette Frisbie passed away in 1977 at age 79, having lived most of her life in Norwich. She was born in Montville, the daughter of Frank B. and Henrietta (Johnson) Hall. She was married to William R. Frisbie, who died in 1950. We would welcome additional information about her. Grace Sears passed away in 2008 at age 87. “She lived in the same house they always lived in, in a very non-ostentatious way,” remembers Norwich attorney Michael Lahan. “But she was very bright, very witty, with a great, unique sense of humor. A very generous, charitable person.” Sears worked as a nutritionist for the Norwich State Hospital, and as a volunteer at Backus Hospital. Her husband Dr. Lewis Sears was director of the Norwich Board of Health for 30 years and school physician for Norwich Free Academy for 51 years.
$5,372
$1,160
$10,000
City of Norwich-Norwich Youth and Family Services A six-week summer diversion program for 25 at risk Norwich youth, ages 12-15
$5,000
Connecticut Storytelling Center Ongoing storytelling/literacy workshops for elementary students in the BRIDGES after school program
$3,000
Denison Pequotsepos Nature Center Curriculum-linked environmental science programs for Norwich Public School 2nd graders
$8,750
Girl Scouts of Connecticut An 8-week anti-bullying & leadership skills program for 80 girls at Uncas & John J. Moriarty Elementary Schools
$5,000
High Hopes Therapeutic Riding Hands on program for at risk students to build trust, confidence, and leadership and teamwork skills (funded in part by the Alessi Family Fund)
$5,000
Mystic Ballet To bring ballet productions to Norwich elementary schools and free tickets to dance productions
$3,000
Norwich Public Schools BRIDGES Summer Learning Center, a 5-week program for 180 Norwich students in grades 1-7
$10,000
Norwich Public Schools - Samuel Huntington Elementary School To expose elementary students to careers in science, technology, engineering and math
$7,686
Norwich Public Schools - Wequonnoc & Stanton Schools A literacy program for 150-200 elementary students to help offset the summer "setback" in reading, writing and math skills
$5,600
Ocean Community YMCA Scholarships for Norwich youth (ages 8-11) to attend the Mystic summer day camp
$8,500
Sea Research Foundation After school educational programs and aquarium field trip for 60 middle and elementary students
$10,000
Thames River Community Service Activities and field trips for 40-50 at-risk children living in transitional housing
$5,000
Norwich Discretionary Grants: $10,775 Norwich Cinema Foundation Family Fun Summer Film Series
$3,275
Backus Hospital Community Connections Campaign for healthcare access for underserved people
$2,000
Spirit of Broadway Theater Unrestricted gift
$2,000
St. Vincent De Paul Community meal center and food pantry
$2,000
Otis Library Unrestricted gift
$1,500
Community Foundation 2012 Annual Report
15
73 years later, George Holt is still serving Windham
unrestricted and field of interest grants (continued from page 14)
G
eorge L. Holt was a forward-thinking philanthropist. A businessman with roots on Willimantic’s Main Street, when he died in 1940, he left $1,800 to endow the Willimantic Welfare Bureau (WWB) to help the poor with food, medical, utility and housing expenses. His gift affectionately became known as “the Milk Fund.” The WWB honored Holt’s vision until it ceased operating in the mid 1990s. Its sole surviving trustee, James Ladd, worked with a group of like-minded leaders to transfer the remaining assets to the TriCounty Area Community Foundation to continue serving those living in poverty. Today, the George L. Holt Fund at the Community Foundation makes grants to exceptional organizations specifically geared toward self-sufficiency, education and employment. “George Holt had the right idea, and the WWB was the right organization for a long time,” says Rheo Brouillard, president of the Savings Institute Bank and Trust and a longtime Community Foundation trustee. “We’re grateful to him for the dream, and to James Ladd for keeping his legacy alive.”
TEEG (Thompson Ecumenical Empowerment Group) offers a food pantry in Windham County
Windham Area Grants: $26,500
16
Covenant Soup Kitchen Food for meals program
$5,000
Holy Family Home and Shelter Cribs, bed frames, desks, chairs, and curtains
$1,500
Interfaith Human Services of Putnam/Daily Bread Food for meals program
$5,000
Performing Arts of Northeast CT The Magic Flute for Windham County 5th graders at the Hyde Cultural Center (funded by the Ed Wozniak Arts Access Fund)
$1,000
Thompson Ecumenical Empowerment Group Food for meals program
$5,000
Windham Area Interfaith Ministry Basic needs
$5,000
Windham Region No-Freeze Hospitality Center Shelter operations during winter months
$4,000
Community Foundation 2012 Annual Report
Salt Marsh Opera Company $4,000 The Magic Flute production for children Stonington Historical Society $2,500 Museum accessibility Tsetse Gallery $5,000 Multi-arts program Writer's Block Ink $10,000 Summer and after-school programs
Education & Civic Big Brothers Big Sisters of Southeastern CT $13,000 Mentors for children of incarcerated parents Child & Family Agency of Southeastern CT $12,000 Daycare support $7,000 College Access Program Support for 1st generation college students Community Coalition for Children $5,000 October 2012 Public Programs The Literacy Center, Connecticut College $9,864 Family literacy program Connecticut Science Center $5,425 Field trips for New London Public Schools Connecticut Storytelling Center $7,500 Storytelling residencies Drop-In Learning Center $5,000 Preschool support ECSU Foundation for $5,000 School of Continuing Education Scholarship program FRESH New London $11,000 Urban gardening programs in New London Girl Scouts of Connecticut $5,000 Summer jobs program Groton Public Library $7,132 Public computer learning center High Hopes Therapeutic Riding $5,000 Scholarship assistance Historically Black College Alumni $3,000 Annual bus tour Horizons $2,527 Respite Strengthens Families Project $5,000 Kente Cultural Center Teen skills-building program Lighthouse Voc-Ed Center $5,000 Scholarships for summer programs Lyme Public Library $3,000 Computers and e-book Readers Mitchell College $15,000 Scholarships Mystic & Noank Library $2,618 E-books New London Adult and Continuing Education $3,738 Literacy program for young children New London Community Boating $4,685 Sailing program scholarships New London Main Street $10,000 Ice skating rink support New London Maritime Society $6,000 Lighthouse Kids education program New London Youth Affairs $10,800 Family Center series
New London Youth Organization Teen center Project Oceanology Scholarships for summer camp Riverfront Children's Center Tuition assistance Sea Research Foundation Researcher for a Day camp St. Mark's Toddler Playgroup Scholarships Stonington Community Center Kitchen refurbishing program Stonington Education Fund Blue Monday concert series Terri Brodeur Breast Cancer Foundation Summer hire team West Broad Street School Girls From Long Ago program
$2,000 $5,000 $10,000 $6,000 $2,000 $4,000 $7,000
$13,236 $2,245
Social Service & Health American Red CrossConnecticut Region $5,000 Disaster services Care and Share Soup Kitchen $2,500 Food and supplies Catholic Charities $10,000 Emergency basic needs Center for Hospice Care Southeastern CT $5,000 Complementary therapies Community Health Center $2,500 Wheelchair scale Connecticut Adoption & Family Services $15,000 Adoption support and family recruitment Connecticut Legal Services $15,000 Homeless benefits project Covenant Shelter of New London $15,000 Case management services Furniture Bank of Southeastern CT $10,000 Beds for low-income residents Habitat for Humanity of Southeastern CT $15,000 Neighborhood Stabilization Program Helen Keller International $4,000 Vision screening in schools Kids In Distressed Situations (K.I.D.S.) $5,000 New clothing for low-income youth Ledge Light Health District $15,000 Health outreach for public housing residents Madonna Place $10,500 Fatherhood Initiative Martin House $6,000 Meals for residents Mystic Area Shelter And Hospitality – MASH $14,000 Homelessness prevention New London Community Meal Center $6,600 Kitchen equipment New London Homeless Hospitality $15,000 Daytime support center Opportunities Industrialization Center (OIC) $15,000 Certified Nurse Assistant training Recovery Yoga $2,500 Yoga classes for victims of violence
Re-New London Council $2,500 Farmers market vouchers for low income people SCADD $8,000 Fatherhood initiative St. Vincent de Paul Place $1,500 Food pantry Thames River Community Service $6,000 Employment training Thames Valley Council for Community Action $5,000 Financial stability program The Cove Center for Grieving Children $2,000 Stonington counseling site United Cerebral Palsy of Eastern CT $10,000 Case management for disabled individuals United Community & Family Services $5,000 Primary care for the uninsured United Way of Southeastern CT $15,000 Heating assistance Visiting Nurse Association of Southeastern CT $10,000 Home healthcare services W.A.R.M. Shelter $5,000 Emergency shelter and soup kitchen Women's Center of Southeastern CT $2,500 Educational opportunity fund Competitive grants total
$624,735
Thank You! Donor advisors contributed nearly 40% of the 2012 competitive grant dollars The Community Foundation’s competitive grants program is traditionally funded mainly by unrestricted and field of interest funds. In 2012, donor advisors began to play a much bigger – and most welcome – role. “Before we began our deliberations, we shared the grant applications with our donor advisors,” says President Alice Fitzpatrick. “Their response was fantastic! Seventeen fundholders contributed $240,000 to the projects, or 38% of the $625,000 we were ultimately able to award. “It’s a win-win situation,” Fitzpatrick concludes. “More nonprofits got bigger grants and our donor advisors were able to learn about more than 80 exciting, behind-the-scenes ideas. We just can’t say ‘thank you’ enough!”
Grants made from the P.A.W. Fund reflect the generosity of Josephine Sacco, who left a bequest totaling more than $300,000 to provide care and comfort for animals in the Town of Groton.
P.A.W. Fund Grants Animal Welfare League of New London County Medical, spay/neuter and food assistance for Groton cats Connecticut Humane Society Spaying/neutering for “bully breed” dogs in Groton Groton Animal Foundation Veterinary care for animals
$3,800 $1,500 $3,800
Community Foundation 2012 Annual Report
17
Sustainability Funds
Sustainability Funds = $2,358,886 Total Funds = $44,287,434
Rufus Barringer Fund
1999
Harry & Sarah Birenbaum Fund
1998
William G. Booth Fund
2004
Adele Clement Trust
1998
Ann & Karel den Tex Fund
1996
Fitzpatrick Fund for the 21st Century
1998
Priscilla F. Hodges Fund
2007
Marion E. Sanford Fund
2000
Robert E. Shannon Fund
2002
Sustainability Fund
2003
James M. & Alma N. Trench Fund
2010
Helen Vergason Trust
1998
Children enjoy one of the many resources of the Florence Griswold Museum, a member of the Southeastern Connecticut Cultural Coalition. The Community Foundation is helping local groups work together on such matters as supporting individual artists, creating a common calendar, and joint marketing.
The Cost of Leadership n 2012, the Community Foundation agreed to serve as fiscal agent for two exciting initiatives: The Southeastern Connecticut Cultural Coalition and the New London Community Center Collaborative. The first brings together cultural groups as diverse as Flock Theater in New London and Mystic Seaport to the Latin Network for Visual Arts in Gales Ferry. Nonprofits from Stonington to Norwich are exploring the benefits of working together on such matters as supporting individual artists, creating a common calendar, and joint marketing efforts. The New London Community Center Collaborative includes concerned civic leaders from – among other venues – the City Council, a local bank, and the hospital to answer the desperate need for a multiuse centralized recreational area for New London youth. In both cases, the Community Foundation has been part of the discussions since they began. We’ve hosted and coordinated meetings and provided key background. We’ve collected, managed, and disbursed the dollars for feasibility
I 18
Community Foundation 2012 Annual Report
studies, site plans, and planning support. And we charge no administrative fees. As a result, coalition members have been able to focus on the tasks at hand, not paperwork. (For a full list of members and contributors to both groups, visit www.cfect.org/sustainability.) Leadership is What We Do On any given day, one or more of the Community Foundation’s staff will be engaged in a similar activity. In recent months, it could have been collaborating with the United Way to serve Superstorm Sandy victims (see page 7). Or acting as the “point person” on the Ford Foundation’s “TIME” experiment to extend the school day in New London schools. The examples go on and on. There is no budget for leadership. Thankfully, many people contribute annually to our operations. Plus, over the years, several individuals and families have established “sustainability funds” that permit the Community Foundation to exercise our role as a community leader, convener and advocate. Thank you!
scholarships 20 Scholarship Funds 21 Eastford celebrates community 22 Scholarship Recipients
Community Foundation 2012 Annual Report
19
Scholarship Funds Forward thinking benefactors opened educational doors for more than 170 students in 2012, thanks to these funds which awarded $315,192. Dr. Geoffrey R. & Eileen Akers Columbia/ JHU Merit Scholarship Fund Alcino M. Almeida Scholarship Fund Dr. James T. Anderson Scholarship Fund Arnold W. Avery Scholarship Fund Dennis S. Barlow Scholarship Award Fund Beaumont Scholarship Fund Malcolm F. & Harriet B. Brown Scholarship Fund Cahill Black Point Education Fund Daniel Canter Memorial Scholarship Fund Cynthia A. Carano Memorial Scholarship Fund Harold D. Carpenter Scholarship Fund Paul N. Carpenter Athletic Memorial Scholarship Fund Kemaphoom “Ahn� Chanawongse Scholarship Fund Matthew Chew Memorial Scholarship Fund for the Arts Citizens Bank Community Service Scholarship Fund Ernest & Elizabeth Cone Scholarship Fund Margaret Mary Curtin Scholarship Fund John Deligeorges, MD Memorial Scholarship Fund Robert T. Desjardins Memorial Scholarship Fund Patricia K. Drake Scholarship Fund David & Sherry Dresback Scholarship Fund C. Francis Driscoll Scholarship Fund Sean Duzant Memorial Scholarship Fund Town of Eastford General Scholarship Fund William Emberton Scholarship Fund John Ostrom Enders II Memorial Scholarship Fund Eric Evans Scholarship Fund Hilda Fischer Davis Memorial Scholarship Fund Freddy Fayal Scholarship Fund Fletcher Family Scholarship Fund FRESH Scholarship Fund General Scholarship Fund Edward & Fuzzy Gipstein Scholarship RADM David M. Goebel Leadership Award Frederick, Theodore & James Haddad Scholarship Fund Rachel E. Harma Scholarship Fund Esther and Lucie Harmon & Leta Sabin Trepal Scholarship Fund Edith M. Harris Memorial Scholarship Fund Harvey Family Scholarship Fund Rita & Myron Hendel Scholarship Fund Hendel Family Association Scholarship Fund Dr. Isadore Hendel Memorial Scholarship Fund Edwin C. Higgins, Jr. Scholarship Fund Hispanic Alliance Scholarship Fund Ruben Elijah Reiser Johnson Scholarship Fund Mark Klotz Memorial Scholarship Fund
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Community Foundation 2012 Annual Report
2012 1997 2011 2004 2012 2006 2006 2012 2008 2010 2012 1992 2004 2010 2001 2007 2010 2007 2008 2000 2006 1994 2004 2012 2012 1993 2002 2011 2005 1996 2008 2000 1999 2006 2007 2006 2012 2008 1996 1983 1983 1996 2004 2003 2011 1998
Scholarship Funds = $8,121,290 Total Funds = $44,287,434
Latin Network for the Visual Arts Scholarship Fund George & Beverly Letz Fitch Scholarship Fund George & Beverly Letz Wheeler Scholarship Fund Eleanor K. Lewis Scholarship Fund Rose & Abraham Lubchansky Scholarship Fund Don Lumadue Scholarship Fund Gunvor Lund Scholarship Fund Mallove Family Scholarship Fund Peter Matthews Scholarship Fund Christa McAulliffe Scholarship Fund Beatrice McEwen Fund Edythe & Harold McNulty Scholarship Fund Gilbert W. Mead Memorial Scholarship Fund William & Evelyn Mehlman Scholarship Fund Alfred G. & Imogen M. Moss Scholarship Fund Caryn Nesbitt, M.D. Memorial Scholarship Fund NL Rotary/Dr. Charles K. Lee Scholarship Fund Patricia C. Norman Scholarship Fund Nunes Family Scholarship Fund John F. O'Brien, Jr. Scholarship Fund Alyce Orenstein Scholarship Fund Pat & Ernestine Patterson Music Scholarship Fund Raymond Vaughn Payer Scholarship Fund William Pedace Scholarship Fund Dana Michael Poole Scholarship Fund Antone "Billy" Roderick Scholarship Fund John F. Root Scholarship Fund Joan & Bob Rutman Scholarship Fund Carl, Jr. & Dorothy Croft Safford Scholarship Fund Carl, Jr. & Dorothy Safford UCONN Scholarship Fund Laura B. Seder Memorial Scholarship Fund Mary K. Sharpe Memorial Business Scholarship Fund Edith Wheaton Smith Scholarship Fund CDR James L. Smith Scholarship Fund Marjory B. Smith Scholarship Fund Marjory B. & Laurence P. "Jim" Smith Scholarship Fund Thomas Soltz Scholarship Fund Jack Stefanski Athletic Scholarship Fund Stonington 350th Anniversary Scholarship Fund James H. Torrance Scholarship Fund Tuneski/Sheflott Scholarship Fund Viola A. & Henry W. Turner Memorial Scholarship Fund Emil Vaida Scholarship Fund Aldo Valentini Scholarship Fund Waterford Scholars Fund Tim West Memorial Scholarship Fund Cornelius & Mary Jane York Scholarship Fund
2010 1989 2010 2012 1988 2003 1997 1989 2010 2012 1996 2002 1996 1988 2009 2008 1999 2007 2011 1998 2008 1999 1994 1997 2012 1991 2005 2001 2006 2006 2011 2012 2012 2012 1983 1983 1993 2007 2000 1993 1997 2004 2012 2009 1996 2009 1993
Mrs. Basch’s 6th grade classroom spells out a word. Can you guess it? It’s at the bottom of this page.
Scholarships celebrate community in Eastford
“
D
o you know the play ‘Our Town’?” Eastford School Superintendent Linda Loretz asks. “That’s where I work. We are the quintessential small New England town.” It’s hard to disagree, especially when you consider Eastford’s single school. “We have one section for every grade, up through 8th grade,” Loretz explains. “Students will have the same classmates until they leave for high school. A lot of the parents of our kids went to this school.” “This school” is Eastford Elementary School on Westford Road. It opened in 1949 to welcome 74 K-8 students and three teachers, replacing the last of the one-room schools. 13 scholarships are proof of pride No surprise that Eastford Elementary is a popular gathering spot for key town activities. Loretz reels them off: before and afterschool childcare, major Town Meetings, Heritage Day, and area road races, to name a few Just as significantly, people reinforce their hope for the future by establishing and supporting scholarships for Eastford youth. “We have twelve scholarship funds dating back to 1954: seven for our high school graduates and five for our 8th graders,” Loretz relates. “The scholarships provide welcome assistance for college expenses. We’re also able to provide extra honors to 8th graders as an incentive to keep working hard.” The names on the scholarships are a veritable ‘Who’s Who’ of community service. They date from 1954 with the Eleanor K. Lewis Memorial Fund, remembering a teacher
and principal whose tenure lasted 34 years. The newest fund remembers Board Member Dennis Barlow, who recently passed away at only 51. Others have held town office, served on committees, and reflected the best Eastford has to offer, Loretz says. “In that way, the scholarships and awards are so much more than just the dollars,” she concludes. Town transfers management, but will continue to choose winners After years of careful management and investment, Eastford transferred the scholarships to the Community Foundation in 2012. “The town asked all the right, tough questions,” reports Kip Parker, CFECT Division Director. “They wanted clear answers about management, investment, and reporting, you name it. “Happily, the Community Foundation has a track record of managing 93 scholarships that distributed more than $300,000 last year. We’ll have a great partnership with Eastford,” Parker says. Especially since the town will continue to choose the awardees. “We’re not just educating the students,” says Loretz. “We’re understanding the community!” Read the entire story at www.cfect.org/Eastford
(Daydream)
Community Foundation 2012 Annual Report
21
Scholarship Recipients
Scholarship Grants = $315,192 Total Grants = $3,304,529
Anthony Abbiati, Waterford Kevin M. Agnello, Stonington Jacqueline Albert, Stonington John P. Alexander, Montville Ryley J. Alger-Hempstead, Groton Danielle Autencio, Montville Jesse L. Babbitt, Preston Skylar Bareford, Stonington Raena Beetham, Montville Kimberly D. Bigelow, Montville Edward S. Bockowski, Stonington Noah Bogdonoff, New London Jayesh B. Bokhiria, Groton Katelyn M. Bosse, Ledyard Elizabeth A. Brayman, Mystic Justin M. Burgess, New London Katherine Burgos, New London Kacey Cairns, Waterford Ryan Cairns, Waterford Shalayah Campbell, New London Deanna Cappiello, New London Gregory R. Castronova, Waterford Shannon Chapman, Old Lyme Jennifer Chapman, Old Lyme Marissa C. Charles, Groton Mutinta Chisowa, Montville John D. Coleman, Groton Elizabeth Comstock, Old Lyme Alexandra Conklin, North Stonington Jordan Coons, New London Nicole L. Costa, Stonington Elise Couillard, Montville Samantha Credit, Central Village Roberto Crespo, New London Ana Cruz, New London Raquel V. Cruz, New London Kelly Czapek, Groton William DeFanti, Stonington Dylan Desmarais, Dayville Annamaria Docker, New London Brittany Bousquet, Groton Conor Doyle, Groton Brian K. Dragoo, Montville Alyssa Dubicki, Windham Shannon Duffy, Old Lyme
22
Erica Eakin, Ledyard Jesse Edwards, Groton Bree Ann Elliott, Waterford Rachel Evrett, Montville Jing Fan, Montville Khaleed Fields, New London Emily Flaig, Stonington Jessica Fort, New London Mariel R. Frechette, North Stonington Damien Gagliano, Salem Nicholas Galarza, New London Kyle E. Gaudet, Groton Elias Gharios, Stonington Mikaela Gillick, Stonington Lizeth Gomez, New London Diana M. Gomez, New London Amy Gonsalves, East Lyme Eiyona Gonzalez, New London Nicholas Gramolini, New London Brianna Grills, Waterford Megan Grunwald, Griswold Anton Gudz, Stonington Genesis Guzman, Groton Stephanie Hahn, Groton Jamie Hallissey, Groton Hallie Hallman, Old Lyme Timothy C. Hausler, Ledyard Kevin R. Henne, North Stonington Gihan Hewage, East Lyme James Hodgdon, New London Claire Howard, Waterford Hector Huertas, Franklin Rebecca E. Impellitteri, Montville Emily Impellitteri, Montville Rebecca Ingoglia, Montville Carine Jacque, New London Trae Jennette, Groton Zachary A. Johnson, Waterford Shaniece Jones, New London William L. Krug, Ledyard Olsa Kutrolli, New London Breanna Lack, Salem Corey S. Lalima, Waterford Hien M. Le, Ledyard Amy L. Lee, Old Lyme Valerie LeMay, Old Lyme
Community Foundation 2012 Annual Report
Benjamin Lewis, Waterford Irina Lisker, New London Jerrod Loy-Smith, Montville Aaron Maddux, East Lyme Amy Manning, Stonington Crystal Manville, Montville Thomas Mathews, Stonington Michael R. McLean, Old Lyme Brendan McNeil, Stonington Grace A. Mills, Groton Desiree Mills, New London Sarah E. Monroe, Montville Jennifer M. Murphy, Stonington Katharine Murphy, Stonington Kayla M. Murphy, Stonington Zachary Nado, Groton Livenette Negron, Groton Kies Orr, Thompson Anny Ovalle, New London Garrett Page, Salem Ryanne Paige, Stonington Anika Pallan, Salem Khushbu Pandya, Norwich Jason Pellum, New London Rachael Perry, Montville Anastasia Pilato, New London Emily Pinko, Stonington Randy Polanco, New London Patrick Regan, New London Samantha Rentz, Griswold Hope Rezendez, Stonington Alexander Rodriguez, Montville Rachel Rogoff, Montville Tessa Roy, North Stonington Kayla Royce, Baltic Nathaniel Rusich, North Stonington Sagune Sakya, East Lyme Lisandra Santana, New London Nicole Schneider, East Lyme
Hayley Schneider, Ledyard Ashbow Sebastian, North Stonington Ashley Sgandurra, Montville Michael A. Shelburn, Waterford Stephanie Shirvell, Groton Erin Skeens, Stonington Kierstyn Smith, Waterford Kerri St. Denis, Montville Heather Steele, East Lyme Matthew Steinmetz, Montville Kaitlin Stewart, Montville Elyse Stewart, Stonington Carla Stoddard, Stonington Sydney Streimer, Groton Erica Strickland, Groton Daniel Suitor, Montville Ariel E. Sullivan, Groton Colin Taylor, Stonington Darien N. Thomas, Norwich Thomas Todd, Montville Katie J. Todd, Montville Jesus Vasquez, New London Julia Vitale, Groton Maria K. Vitale, Groton David Wagner, Stonington Christopher Wallace, Waterford Bradley Walsh, Jewett City Kaitlyn Way, Waterford Ashley Wheeler, Stonington Kirsten Whitlatch, Salem Kayla Williams, New London Cole Williams, New London Fallon Wilson, East Lyme Victoria Wolfe, Ledyard Wai Wong, Montville Yang Xu, Montville Devon York, Preston
special initiatives 24 25 27 28
Meeting the Ossen Challenge Women & Girls Fund Grants New effort in "Quiet Corner" Let's Read
Community Foundation 2012 Annual Report
23
Women & Girls Funds
Meeting the Ossen Challenge hen two representatives from the Windham Area Women & Girls Fund invited Eileen Ossen for lunch, she knew an “ask” was coming. “Sometimes people just ask me out for lunch,” Ossen laughs, “but I knew they were raising money for the fund’s endowment.” The Jeffrey P. Ossen Family Foundation did not make grants to endowments, she warned them, but “I told them I’d think about it.” After a few days of “stewing” – her words – she had a solution. “I could give them the money they use for grants so all the other money they raise could be added to the endowment,” Ossen says. She added two important twists. First, the grant was a challenge: the foundation would match gifts to the endowment dollar for dollar up to a very generous $66,000. Second, the foundation would repeat the challenge in 2013 and 2014. If the fund fully meets the three-year challenge – and they succeeded in 2012, Year 1 – the Women & Girls Fund will grow the endowment by $198,000 and grant an unprecedented $198,000 to help women and girls in Windham County. Ossen has a long association with the fund. “I always went to the breakfasts and was very impressed how Grantee Windham Area Interfaith Ministry every grant stretched the dollars and made a difference. I’ve always offers a 'clothes closet' for area women trusted their process and their choices. The Fund's volunteers live here, care about this community, are well informed about the needs of women and girls. That’s what made my offer easy.” She also credits her husband Jeffrey for inspiring her with his tireless wisdom and passion for philanthropy. A Torrington native, he started making charitable gifts while a student at UConn, and was planning the foundation she now runs even as he was dying from a rare cancer. “He believed strongly in women,” Ossen notes. “He often said, ‘if you empower women, you influence change’.”
Jean Henderson
W
Committee greets news with “elation” and “nervousness” The late Jeffrey P. Ossen and Eileen Ossen
“Our first reaction when we heard Eileen’s offer was ‘Omigosh, that’s terrific; think of what we can accomplish!” remembers Fund Chair Mary Weinland. “Plus, we could finally build the endowment towards self sufficiency.” “Then we asked ourselves nervously, ‘Can we really raise that much money?’” They could, and they did. Thanks to the Ossen Challenge, not only did the endowment grow by $66,000 in 2012, but the expanded grants funded an emergency fund for elderly women living independently; an event to encourage low-income women to start small businesses; and a 4-H camp experience for Latino girls, among others. “We couldn’t be more grateful to Eileen and the foundation,” concludes Weinland. “I’m having fun,” Ossen replies. “I’m looking forward to Year Two.” To help meet the 2013 Ossen Challenge, please contact Kip Parker at 877-442-3572 or kip@cfect.org. Read the entire story at www.cfect.org/Ossen
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Community Foundation 2012 Annual Report
Windham Area: $60,792
Women & Girls Funds Grants
Spring Grants
Southeast Area: $90,400 Catholic Charities To provide emergency services and case management Child & Family Agency To support teen pregnancy prevention programs
$4,500 $10,000
Child & Family Agency To provide integrated family violence programs
$6,000
Connecticut Community Care To provide homecare for the elderly
$4,000
Covenant Shelter of New London To provide counseling services to homeless and single women
$2,500*
L&M Office of Community Partnerships To support BTru2U youth group and Latino Parent Power workshops
$10,000
New London Adult and Continuing Education To initiate a domestic violence prevention program
$5,500
Pawcatuck Middle School Support for Healthy Relationships From The Start
$6,900
Pawcatuck Neighborhood Center Support for America Wants to Work
$1,200
Planned Parenthood of Southern New England Support for the STARS program at New London High School
$10,000
Thames River Community Service To provide domestic violence prevention programs for children
$6,000
Visiting Nurse Association of Southeastern CT To provide healthcare and home visits
$10,000
Visiting Nurse Association of Southeastern CT To provide nurse-managed clinics for the elderly
$5,000
Safe Futures** Support for Lethality Assesment Program
$8,000
Access Community Action Agency $1,000 To provide computers for residential use in the Access Emergency Shelter to look for employment, housing, etc Covenant Soup Kitchen To provide outreach services at-risk women and children in the greater Willimantic area
$2,600
Day Kimball Homemakers To provide 327 hours of service to elderly women and relief to their female caregivers
$2,250
ECSU Foundation To provide financial literacy workshop, literacy session and personalized support
$1,250
Perception Programs $1,000 To facilitate the transition of female inmates out of incarceration through treatment of many issues including domestic violence T.E.E.G. Support for Aging & Still Amazing, a healthfair for the Follow the Fifty heart health campaign and women 60 years of age and older
$2,500
United Services $5,000 To underwrite a portion of the salary and benefits for a community educator in the domestic violence program Windham Hospital Foundation Screenings for domestic violence
$2,500
Fall Grants Connecticut Community Care To assist 15-30 elderly women of limited economic means living in covered area
$3,000
Eastern Connecticut State University Foundation Training in both dialogue reading and the importance of reading to young children in their first language
$6,456
Horizons To bridge the gap between CT Department of Development Services respite funding and actual need for families with disabled women and girls
$3,000
Windham Region No Freeze Hospitality Center To assist with funding for a temporary overnight shelter for women struggling with homelessness
$3,000
* Funded in part by the Lewis Female Cent Society
Norwich Area: $15,000
Northeast CT Economic Alliance $2,336 To sponsor an event for thirty low income women which will encourage attendees to improve their lives by starting a small business or continuing their education
Safe Futures** To provide employment and training services
$800
Madonna Place $3,000 For intervention program to provide parent education, child development information, and wraparound support for first time parents
Planned Parenthood of Southern New England To support preventive reproductive healthcare services for low-income, uninsured women and girls in Danielson and Willimantic
$9,000
Stone Acres Therapeutic Riding Center To enhance scholarship base so more local women and girls will benefit from program services
$2,400
Planned Parenthood of Southern New England To provide preventative services including birth control, STD testing and treatment, annual exams, and cancer screenings for women in the Norwich area
$5,000
St. Vincent de Paul Place To provide financial assistance to women with children in their quest for economic security
$2,000
Windham Area Interfaith Ministry A community solution to help adults facing financial difficulties overcome barriers to success
$8,500
Safe Futures** To continue a healthy relationships & violenceprevention educational program for 7th & 8th graders at Kelly Middle School
$5,000
Windham County 4-H Foundation To enable 10-12 Latino girls to participate in the youth camp experience
$5,000
** Formerly Women's Center of SE CT
Community Foundation 2012 Annual Report
25
The Lewis Century Society
Women & Girls Fund Steering Committees
Harriet Richards Lewis and child
How a penny grows to almost $2.4 million Harriet Richards Lewis was a founding member of the Female Cent Society in 1810, a group of New London women
Northeast Area
Southeast Area
Laura L. Crosetti, Co-Chair Donna Grant, Co-Chair Dianne E. Williams*, Co-Chair Melissa Bonsall Pamela B. Brown Linda Colangelo Donna Copeland Leia Faucher Mae M. Flexer Liz Hagan Sarah L. Hamby Jessica Jellison Erica Kesselman Betti Kuszaj Kim Lane Kathy Leveillee Sylvia Miller Katherine Parker
Ruth Crocker*, Chair Theresa Broach* Trish Burgie-Capps Maura Casey Mary Dangremond Heidi Douglas Naima Gherbi Christine Grady Pam Hennessey Shirley Langford Nancy Lathrop Mary Jane McLaughlin Mary Mirabito Jane Moriarty Amy Nicholas Heather Parsons Betsy Ritter Jeanne Sigel Merrylyn Weaver
who gave a penny a week to aid women and children in need. Lewis left the very first bequest to the
Marjorie Blizard, Chair Jennifer Briggs Wendy Gorin Ladd Carol Lahan Gen Schies Jane Shea
Windham Area
the foresight and generosity of people
Sandy Hale, Co-Chair June Krisch, Co-Chair Mary Weinland, Co-Chair Lynne Allen Judith Hyde Josephine Fox Anne Rash Patricia Shannon Kimberly Silcox Donna Snell Lee Terry* Carol Williams
like Harriet Lewis.
*Community Foundation Trustee
Female Cent Society, which was later renamed in her honor. In 1999, the still-active Lewis Female Cent Society turned over its nest egg to the Community Foundation, setting the stage for the Women & Girls Fund. Today the Women & Girls Funds stand at almost $2.4 million, thanks in part to
The Community Foundation created the Lewis Century Society to acknowledge those individuals who are including any of the Women & Girls Funds in their wills or estate plans: Pamela S. Akins Maura Casey Graham Gavert Dr. Nelly Murstein & Dr. Bernard Murstein Julie A. Olson Evelyn Peyton
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Norwich Area
Community Foundation 2012 Annual Report
Quiet Corner launches region’s 4th Women & Girls Fund he three women who co-chair the newest of the state’s 12 Women & Girls Funds represent exactly the qualities you’d want: an abiding love for northeast Connecticut, a personal commitment to the cause, and a long-honed ability to rally others. But each brings her unique “flavor” to the task as well. Laura Crosetti, assistant administrator at the Westview Health Care Center in Dayville, exults in the “community” that is the Quiet Corner. “Northeast Connecticut is ‘self contained’ in a remarkable way based on the number of resources and well-rounded opportunities for education, health care, media and networking,” Crosetti states. “We are unique and have a sense of belonging that I just don’t believe exists in many places. As a result, people in our area are committed to helping their neighbors.” Donna Grant, executive director of the TEEG human services agency adds a call for more formal philanthropy in the region. “Northeast Connecticut has shown over and over again that we are the most generous area in the state. We take care of our own. “But,” Grant warns, “I do think organized philanthropy, like the Women & Girls Fund and the Community Foundation, is needed to continue the generous spirit and manage the dollars that are donated.” Dianne Williams, retired president of Quinebaug Valley Community College, focuses on local control. “Northeast Connecticut has a very different mindset from the rest of the region. It means a lot that the money will be raised by local people; the discussions and decisions will be local; and the grants will be local.”
T
Women and girls challenged by poverty, violence The co-chairs all agree the needs of women and girls in the region’s towns are considerable. Williams saw her lowincome female students derailed from their educations “by an unexpected car repair bill, the costs of a wisdom tooth extraction, and day care expenses. What changes her life changes the life of her family,” Williams adds. Grant adds her concerns about the region’s high rates of child sexual assault and domestic violence. “We need programs and education for women who were offended so they can get well.”
The newest Women & Girl's Fund has three wonderful co-chairs, from left to right: Donna Grant, Dianne Williams, and Laura Crosetti
Positive signs for the fund’s future The women are also confident that their neighbors, colleagues, and friends in the Quiet Corner will welcome the Northeast Women & Girls Fund. “I’m extremely hopeful,” says Grant. “We had a ‘test the waters’ meeting last summer and got an unequivocal ‘yes’ from a spirited group of women. We also had a ‘friendraiser’ – a ‘hat show’ – that was wonderful. “People have already begun to embrace the Fund,” explains Crosetti. “We’re forming a strong steering committee and people are pledging both money and time. Something that’s important for me and for others is the aspect of endowment. Sustainability means making a difference in people’s lives for years to come.” Williams agrees with the hopes of her co-chairs, but counsels, “We need to explain that we are not competing with local nonprofits. People give through us, not to us,” she says. “People will soon see that the Women & Girls Fund is another resource in the region.” The fund expects to make its first grants in 2014.
Community Foundation 2012 Annual Report
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Let’s Read Fund
Let’s Read celebrates first decade of advocating children's literacy
B
y 2018, experts predict that nearly two thirds of all U.S. jobs will require education past high school. Employers will need 22 million new workers with college degrees. But right now, only one third of students entering high school read well. Cut that number in half among Black and Hispanic young people. If the job prospects aren’t troubling enough, consider this: when projecting future prison expansion, the state of Arizona counts the number of its children who aren’t reading well by 4th grade! Starting with the “Kids & Books” initiative in 2002, the Community Foundation has been encouraging “investments” in children’s literacy for a decade. The Let’s Read Fund that resulted supports schools, libraries, and out-of-school programs to instill a love of reading among the children of southeast Connecticut. Thanks to several hundred generous contributors, the Let’s Read endowment has grown to $465,000 and distributed more than $420,000 over the past decade. This year’s grantees will teach lowincome parents how to read to their children and encourage students from ages 8-18 to read and write creatively.
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Community Foundation 2012 Annual Report
It’s a beautiful sight to watch a child cuddled up with a book. But something’s going wrong, because 80% of the nation's low-income children can't read like they should by the end of 3rd grade. That’s bad news for their – and the nation’s – well-being. In 2012, Let’s Read celebrated ten years of instilling a love of reading into southeast Connecticut’s young people.
Writers Block, Ink in New London encourages youth to use writing and performance in original productions to address personal and social challenges.
Let’s Read Fund Grants
$31,323
Children’s Learning Center at Connecticut College Weekly, in-home reading instruction for parents and pre-K children
$9,000
Eugene O’Neill Theater Center Playwriting classes for New London, Waterford and Groton middle school students, culminating with performances at a playwriting festival
$7,800
New London Adult Education Reading and storytelling workshops for parents of “hard to reach” preschoolers (funded in part by the Avery Russell Morgan Children’s Literacy Fund)
$2,848
Writer’s Block, Ink Writing, reading and performance program for urban children between 8 and 18
$7,500
Hygienic Art Do the Write Thing, a creative writing program for New London middle school students
$4,175
Thinking About a Fund with the Community Foundation? It begins with your desire to make a positive difference in your community. It is about affecting change you sincerely believe will benefit someone or something you care about.
The Community Foundation tailors a giving plan that is precisely right for you. Here are a few considerations while mapping out your charitable dreams.
Pass-through funds are by definition impermanent, yet flexible. They suit the donor who prefers to distribute significant portions of their contributions to address current issues NOW. They are liquid and accessible. Our staff will make distributions of any accumulated funds upon
Endowment or Pass Through? request. Such grant awards can be attribEndowed funds focus on capital appreciuted to the donor or remain anonymous. ation and generate income in perpetuity One transaction, say of stock or an IRA (or for the time period you select). They distribution, can benefit multiple agencies
It is also about strategic giving and often goes far beyond money.
are invested with leading investment firms or causes. Easy, straightforward and to grow over time. A portion of the earnrequiring only one acknowledgement letings will fund all future grant making, ter for the IRS, pass-through funds make staying ahead of inflation and creating a it easy for you to support an array of permanent legacy for your fund. They favorite causes. often allow for greater impact grants because they are combined with other funds for leverage.
Community Foundation 2012 Annual Report
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Donor Advised Funds (both endowed and non-endowed) You select: • the organizations you wish to support annually,
The Community Foundation also welcomes gifts of all amounts to our Special Initiatives:
• the grant amount,
• Let’s Read Fund. Improves early childhood success indicators,
• a successor who will enjoy the advisory rights to your fund’s grantmaking,
• Love our Libraries Fund. Supports local library programs,
• a possible beneficiary agency at the end of the advisory privilege.
Designated Funds You select: • charities you would like to support at the fund’s inception, then,
• People for Animals and Wildlife Fund. Protects our pets, wildlife, and the environment, • Women & Girls Funds. Empowers women at critical life stages; makes life better for women & girls in need.
• to endow the fund in perpetuity, or,
Sustainability Fund strengthens the Community Foundation’s role as a leader, convener, funder and advocate for philanthropy throughout eastern Connecticut.
• to spend down the principal over a predetermined timeframe.
Planned gifts, when you wish to give later…
Field of Interest Funds You select: • An issue or area of interest you would like to support (for example, early childhood literacy, the arts, or homelessness) at the fund’s inception. The Community Foundation selects: • The nonprofits that offer the most promising projects and solutions within your field of interest.
A planned gift serves charitable people who want to donate assets upon their deaths after they have provided for loved ones. Donors may create a fund today and fund it through their estate plans. Some ways to make future gifts include: • Bequests in wills and trusts, • Retirement plan designations, • Life insurance, • Remainder interest in real estate, • Beneficiary forms with your financial institutions.
Scholarship Funds You select: • The educational institution or geographic area from which the students come,
Gifts that give you income during your lifetime and make a big impact in the future…
• The area of study the recipient will pursue, level of academic achievement, community service, etc.,
You can realize the tax advantages of making a gift now, especially of highly appreciated assets, while still receiving income generated from that asset. Life income gift options include: • Charitable gift annuities,
• The attributes, skills or interests of the recipients, and/or, • The basis: financial need or merit? The Community Foundation selects: • The qualified student.
• Charitable remainder trusts, • Charitable lead trusts.
Unrestricted Funds You permit: • Trustees and professional staff at the Community Foundation to distribute your gift to address emerging community needs and fund compelling projects through a competitive grants process. The Community Foundation: • Visits schools, shelters, food pantries, child care providers and a myriad of nonprofit organizations, • Reviews economic data, agency budgets and program outcome information, • Convenes a grants committee to select nonprofits addressing critical needs and enhancing quality of life throughout eastern Connecticut, • Evaluates the return on your charitable investment.
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Community Foundation 2012 Annual Report
Depending upon the vehicle you choose, the remaining dollars are used to establish one of the fund types included on this page.
Visit the website or contact us directly. We’d love to offer any help we can…and it’s always free. Contact Alison Woods at alison@cfect.org, Kip Parker at kip@cfect.org, call 860-442-3572, or visit us at www.cfect.org.
people who care 32 37 37 37 38 39 39 40 41
Gifts Gifts in Kind In Honor of In Memory of Good works continued Planned Gifts Lyme couple's legacy Legacy Society Professional Advisors
Community Foundation 2012 Annual Report
31
people who care Charitable people and organizations throughout Eastern Connecticut gave generously to causes they cared about in 2012. Thank you! Gifts: $100,000 and above Anonymous (2 donors) Howard D. & Nancy W. Brundage Charitable Remainder Unitrust Town of Eastford Board of Education Kitchings Foundation Gifts: $25,000 - $99,999 Anonymous (2 donors) Lynn & Martin Bloom Local Area Fund/Community Foundation of Northwest Connecticut Estate of Grace B. Murphy Estate of Laurence P. Smith Eileen M. Ossen Milton J. Walters Gifts: $10,000 to $24,999 Anonymous Claire & Anthony Alessi Joan & John Butler Cahill Black Point Education Fund Elsie & Samuel Childs Connecticut College Friends of Martin V. Daly Barbara & Marc Ginsberg Groton Animal Foundation Hispanic Alliance of SE CT Mary & John LaMattina Curly & William Lieber Kathleen & David MacLennan/ The Minneapolis Foundation Sarah & John Steffian Waterford Historical Society Tim West Memorial Scholarship Fund Jessica & Sonny Whelen Gifts: $5,000 to $9,999 Estate of Deane & Shirley Avery Shirley Beal Harriet B. Brown Mona & Brian Carey Mary Lou DiVivo Sherry & David Dresback Katherine & Richard Gildersleeve
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Judi & Albert Glassenberg John & Kelly Hartman Foundation Judith Hyde The Jacques Cartier Club, Inc. Landmark Partners, LLC Lawrence & Memorial Hospital Katherine & William Love Nancy Murphy Nelly & Bernard Murstein Patty & Paul Nunes Gertrude Ott Dr. Prior Parker Viola Water/New London Water Authority Robert G. Youngs Family Foundation Gifts: $2,500 to $4,999 Craig Barrila Wayne Boettner Business & Estate Planning Council of Eastern CT Elizabeth & Anthony Enders Isabelle & James English, Jr. Mabel Burchard Fischer Grant Foundation Groton Public Library/ Town of Groton Susan Matthews New London Firefighters Susan & Mark Pochal Dyanne & John Rafal Theresa & David Sistare Friends of Jim Smith Stonington Education Fund June D. Strunk Lee & Tom Terry Beth Walker Carol J. Williams Estate of Edward J. Wozniak Gifts: $1,000 to $2,499 Anonymous Lynne & George Allen Linda & Bruce Barlow Bercham, Moses & Devlin, P.C. Bobst North America, Inc. Theresa Broach & Robert Ronfeld
Community Foundation 2012 Annual Report
Friends of Mike Buscetto Laurel Butler & Christopher Daniels C & S Pawn Estate of Cynthia A. Carano Patricia & Daniel Carey Chelsea Groton Foundation, Inc. Friends of Matthew Chew Citizens Bank Ruth Crocker & Frederic Walperswyler CTP/Footlighters Friends of Danapooleooza Basil Deligeorges Nancy & Ross Delston Ann & Karel den Tex Mildred E. Devine Dominion Resources Services, Inc. Todd W. Donovan Eastern Connecticut State University Alice F. Fitzpatrick Michelle Fontaine-Calkins Josephine Ann Fox Lois & Robert Geary Anne & Martin Glavan Samuel J. Gordon Nicole & Joseph Grillo Valerie & Royden Grimm Eunice S. Groark Jeanne R. Haas Internal Medicine Group, LLC Kathryn Johnson & Thomas Scanlon Manuel E. Kadish Elizabeth & John Komorowski, Jr. Hedy & James Korst June & Henry Krisch Saren Langmann Nancy Lathrop Sara Lathrop Susan LePine & Walter Keenan Rose C. Longo Evelyn MacDougall Madge Manfred Diane L. Manning Louise & Charles Marburg Maryellen Masciale & Charles Bonser Friends of Christa McAuliffe Frank McLaughlin Midagraphics, Inc. Robert Monty Avery & Robert Morgan Judy & Granville Morris Grace & Gordon Murphy Sally & Robert Myers
Heidi & John Niblack Northern Light Gems OMMV, LLC The OneBeacon Charitable Trust Mark Palmerino Jane & Eugene Parker, Jr. Kathy & Theodore Parker Thomas F. Parker Carol & Freeman Patten Betty A. Pinson Friends of Larry Pontbriant Romana & Charles Primus Lise & Robert Reardon, Jr. Sanford Jay Rosen Carol & Martin Sanders Sayet & Seder Attorneys at Law Ana & Jeff Schneider Connie Schultz Denise & Matthew Shafner Patricia A. Shannon Jane & Peter Shea Joan & Stuart Sidney Barbara & Bruce Skinner Eva Smith Karen Stone & David Schultz Doreen & Edward Thomas Mr. & Mrs. James Troutman Susan L. Ulino Claire M. Warren Mary Weinland Westminster Tool, Inc. Cynthia & George Willauer Dianne Williams Gifts: $500 to $999 Anonymous Cynthia H. Adams Judith & David Anderson Anita & Frederic Anderson Helen C. Armstrong William W. Barnes Debra & Robert Barnikel Ina Ruth & Curt Beck Donna Becotte Sally & Maxwell Belding Teresa Bianco & Daniel Rakow Jane R. Bredeson Barbara Brockhurst & Robert LaVoie Brown Jacobson P.C. Susan B. Burfoot Friends of Paul Carpenter Maura Casey Deborah & Peter Castle Betsy Conway & Robert Kudej Mrs. Belton Copp, IV Catherine W. Drake
CFECT Board Chair Paul Nunes and President Alice Fitzpatrick flank RADM Sandra L. Stosz, Superintendent of the US Coast Guard Academy. She was the featured speaker at the Women & Girls Funds SE/Norwich Celebration of Women Breakfast last November. Kathryn & John Duggan ECSU/Office of Community Engagement ECSU Foundation Maria Fontaine Leslie & Robert Gensburg Nancy & James Giblin Mrs. Edward Gipstein Abigail & Charles Glassenberg Earline & David Goebel Judith & W.E. Goodman, III Geraldine & William Griffin Susan & Karl Haberlandt Sandy Hale Halloran & Sage, LLP Mr. & Mrs. William Hannaford, Jr. Sue & Rex Harkness Joy & Peter Hewitt Lori Hopkins Cavanagh Campaign Treasury Ideal Floor Covering, Inc. Harry M. Johnson Marietta W. Johnson Christine & Wally Lamb Heather Lathrop-Williams & Timothy Williams Dorothy B. Leib Diana & Archie Leslie Peter G. Letz Levin, Powers, Brennan, Shea, LLC Sherry & David Lombardi Adrianne & William Loweth Jennifer Lowney Mariani & Reck, LLC Judi Caracausa/Market Realty, LLC Sandi McCourt Becky & Bill McEnery
Lisa & Morgan McGinley Janet Minella-Didier Antonia C. Moran Morgan Stanley Smith Barney/ Adams Group Ellen Myers Anne Marie & Arnold Orza Nancy & Bob Peavy People's United Bank Maura & Mark Powers Betty Richards Rumsey Hall School Joan Russoniello-Goba Mrs. Henry Scheibner Elaine & Michael Shapiro John T. Shea Ann Shipley Beverly Sims Gerald M. Smith, Jr. Vicki J. Smith String Theory School of Music Mona & Jeremy Teitelbaum Susanna M. Thomas Wanda Tillman & Van Brown Nancy & Jeffrey Trawick-Smith Mark B. Turner Sherry A. Turner Tara & David Whitehead Carol Wiggins David Zuckerbraun Gifts: up to $500 2 Wives Pizza Madeline & Richard Abate Ann & Michael Adair Signe Adam Eloise Adams Regina & Everett Adams, Jr. Ann & Sultan Ahamed
Akins Marketing and Design, L.L.C. Brenda & Muhammad Al-Rijleh All Souls Unitarian Universalist Congregation Mary Allen Jeanne Allyn Bonnie & Mark Ambruso Maureen & Charles Anderson Mary C. Anderson John P. Anthony Robert W. Apt Anthony Artino Karen & Robert Askins Mrs. Arnold Avery Gerard Bachand Bacharach Law Firm, LLC Backus Hospital Malta Bailey Joanne Baldassari Alexinia Y. Baldwin Mrs. Harold Balkan Maureen Ballard Yannoula & George Ballassi Mr. and Mrs. Alan Banister Bank of America/U.S. Trust Wealth Management Jacquie & Scott Barbarossa Kim & Douglas Barber Raymond C. Barber Patricia Stuart & Douglas Barlow Peter Barlow Barbara & Douglas Barrett Dorothy & Thomas Barry Anne I. Bartholet Susan Bartow Gwen Basilica Batchelor, Frechette, McCrory, Michael & Co. Vivian & Paul Batterson, Jr. Randy Bean Elizabeth & Stephen Beatson Elizabeth & Armand Beaudette Linda & Edward Behney, Jr. Patricia Belcher Deborah Walsh Bellingham Helen Benoit Valerie & William Bentley Linda Bireley Honey & Harry Birkenruth Blackledge Real Estate & Consulting Jane Blanshard Kathryn C. Blood Pat Todd/Blu-Prints Unlimited Neal & Jane Lassen Bobruff Bob's Discount Furniture, Inc. Sarah & David Bodlak
Phyllis & Robert Boggs Cathy & Steven Bokoff Tammy Boles-Senkewitcz Aline Booth Borner, Aleman & Davis, LLC Kimberly & Dean Bosse Chantal Bouchereau Fran & Gene Bowen Cheryl & Thomas Bower Henry H. Bowers Marylou Bradley Marina Demos Brand & Curtis Brand Ritamarie C. Braswell Cynthia & John Bredeson Donna & Richard Brennan Katherine Brighty & Wendell Windisch Leah & Ramon Briones Mary Broderick Mary Brodhead Lorraine Broom Faith & Rheo Brouillard Elizabeth T. Brown Denise & Thomas Brown Lisa H. Brownell Deborah Brunetti Carol Buch Joan Buck Elizabeth Burdick Ann & Reid Burdick John T. Burgess Kathy Burkart Nancy & James Butler, Jr. Alice & Richard Butler Ann & Donald Byles Mary Ellen & David Calchera A. Joseph Calfee Evelyn & Jeffrey Callahan Sharon Callender Patricia Calvo Karen Camlet Louis D. Carano Meghan Carden Cardiology Associates of Norwich, LLC Nathan M. Caron Lauren T. Casady Peter Cascio, Jr. Robert S. Cascio Dorrit & Thomas Castle Rosemarie Cathcart Ellen Caulkins & Joseph Cipparone Sharlene & Frederick Cedrone Nancy Celentano Sandra K. Chalk Marcia H. Chappell
Community Foundation 2012 Annual Report
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people who care Charter Oak Federal Credit Union Holly H. Cheeseman Chelsea Groton Bank Heather & Thomas Chinigo Laurie J. Chipperfield Mary & Michael Cholewa Sylvia Christiansen Margaret & Frank Church Carmen R. Cid Cipparone & Zaccaro, P.C. Cirioni Contracting, LLC Florence D. Clarke Anne & Carl Clement James T. Clune Mary & David Cobb Joan & George Cole College Access Program Collins & Jewell Company Helen Collins Cynthia Collins & Wayne Wildermuth Colonial Carpet & Tile, Inc. Dawn & Timothy Combies Eileen M. Comfort Wendy & Robert Conigliaro, Jr. Connecticut Humanities Council Claudia Papelian Conway & John Conway Jane & John Connelly Anne C. Connerton Susan Connolly Deborah M. Connors Ann & Fred Conti Conway & Londregan, P.C. Michelle Cook Kimberly & Raymond Coombs, Jr. Diane K. Cox Jenny & Edward Cramer Lynn Cravinho Sally & Thomas Crawford Christine & William Crawford Pamela & Timothy Cronin Linda & Robert Crootof Rebecca & Frederick Crosby Janet & James Curley Susan & Walter Curry Margaret M. Curtin Mary & William Curtin Henry F. Curtis Sue & John Curtiss Louise D. Cyr Eli Dabora Kathleen & Richard Daniele Mimi & Gaston Daumy Eleanor Day Kristen M. Day
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Nancy E. de la Cruz Bruce Dean Joanne M. Dee Nancy & Dwight Dellert Rheta C. DeMartino Anna L. Deveau Mary DeVizia Shirley Diamond Diroma Landscaping, LLC Lori Ann & Renato Dirusso Ellen B. Dodge Mary A. Doherty Karen & Terrence Doherty Lynn Dolan Barbara Dombrowski Kimberly & Paul Dominy Joyce Donohoo Heidi S. Douglas Nancy & Thomas Downie Carolyn & Howard Drescher Clara S. Dudley Phyllis & Robert Duin Judith duPont Susan & John Durham Nancy & James Dutton Donna & Robert Duval Donna & Danie Duzant Suzanne & James Eagan East Lyme Public Schools Wendy & David Eck Kristina Elias-Staron Ronald H. Elkin Carole & David Enfield Katherine & Kevin Ericson Louise & Gregory Esposito Justine Estell Elenore's Hair Salon Faire Harbour Brewing Co., LLC Fallon Insurance Agency, Inc. Pamela J. Fatone Cecile & Barry Feldman Susan & Harry Ferguson Eleanor & James Ferguson, Jr. Lisa & Andrew Fessenden Christine & Jerome Fischer Karen & Nicholas Fischer Sharon & Todd Fisher Linda & Charles Flynn, Jr. Millicent Flynn Brenda & James Foberg Catherine Foley Monica A. Fontaine Karin & Vic Fontaine Paul Formica Katherine E. Fortier Rose Fowler
Community Foundation 2012 Annual Report
Isabelle and Jim English, longtime friends of the Community Foundation. Karla H. Fox Nancy Fox Mr. & Mrs. Ralph Fragola Barbara & Ivan Franson Maureen & Richard Fraser Rhona Free Joyce N. French Judy & John Friday, Jr. Mona & Todd Friedland Anita W. Fritze The Friendship School Sandra & Howard Fromson Virginia Fulton Kathe Gable Kelly & David Gada Marion Galbraith Lorraine B. Gallup William J. Gammell Elaine M. Garnache Joelen J. Gates Graham H. Gavert Nerice & Jose Gerena Rose & Fred Gertner Naima Gherbi Diane & Michael Giannelli Sharon Giesing-Wyatt & William Giesing Marion & Roger Gilbert Kristen & Robert Gildersleeve Marjorie J. Gildor Anna & Jeffrey Gilger
Rochelle Gimenez Myra & Richard Gipstein Marcia & Todd Gipstein Rita L. Glenn Kristen & Jason Gooden Carl A. Gordon Nancy & Glenn Gordon Gorin's Furniture Stacy Gould Beverly Goulet Christine & Bill Grady Barbara & Kevin Grant Ann Gray & James Royle Angela & Dick Greaves Eunice Greenberg Greenscape Enterprises, Inc. Karen Greer Grenger Law Offices Eileen Griffin Donna & Richard Grimaldi Sidney & Roger Gross Alice & John Groton, III Marianne Grube Loretta L. Haeger Marie A. Hakmiller Joan J. Hall Sally Halsey Ned M. Hammond Gail & James Hamsher Susan & Edward Hart Juliette & Sameer Hassan
Grace & Charles Hathaway Kristin Havrilla-Clarke & Shane Clarke Evan Haynes Mary & Shannon Heap Eric Hebe Betty Heiss Veronica Helgans Mr. & Mrs. Murray Hendel Ashley & Peter Hendel Patricia & Seymour Hendel Pam & William Hennessey Marlee Henry Jeanette Hersey Beverly & Peter Herstein Judith & Barrie Hesp Sue J. Hessel Lynda & G. Michael Hewitt Nancy O. Hileman Edward P. Hogan Jeffrey Hogan Barbara Holland Nancy & Kenneth Holland Mr. & Mrs. William E. Holland Ardis & Richard Holliday Catherine Horne & Rosemary McBride Pamela & Robert Horrocks Deborah Hultgren Anne & John Hunziker Astrea Hupfel Sylvia Illinger Shirley Langford Internal Medicine Associates of Norwich Irish Springs Pool Water, LLC Anthony Irving Stanley Israelite Michelle Jacobson & Steve Kremer Donald Jaffe George J. Jagger Betsy James Kathryn James-Stebbins Diane M. Janas Irene A. Janas Chris L. Jeffcoat Barbara & Charles Johnson Kimberley & Edward Johnson Arlene & Raymond Johnson Robert C. Johnson Susan M. Johnson Carol Jones Janet Jones Susan Jones Mary Ellen Jukoski & Matthew McLoughlin Harriet Juli K of C Ponemah Council
Dr. & Mrs. Mahesh Kabadi Eileen & David Kalla Jessica & John Kam Carmelina C. Kanzler Ayla Kardestuncer Andrea & Brian Kelly Gordon Kemp Christine & John Kendall Mary Kenny Joanne C. Kenyon Rebekah Kepple & Morgan King Helen R. Ketelhut Shabd K. Khalsa Lesley Kirschenbaum Karin & Kenneth Kline Charleen Knapp Constance & Robert Knauff Katharine Knight & Michael Weitz Jane & James Knox Ann Kouatly Mr. & Mrs. Paul Kozelka Kathleen Krider Miriam & Michael Kurland Julia Kushigian & Charles Secor Nikolin Kutrolli Kathleen & Thomas Labadorf Carol Lahan Law Office of P. Michael Lahan Amy & Robert Laidlaw Sally & Harold Lake Ellie Lamb Kris & Brian Lambert Lottie M. LaMothe Jennifer Lane Ellen Lang & James Watson Leo Lapan Jack E. Larson, Jr. Jenny D. Lassen Laurie & Raymond Lathrop Richard T. Lathrop, Jr. Ellen Lautenberg & Douglas Hendel Kyle D. Legnos Diane & William Lehder, Jr. Suzann & Joseph Leist Jean Lenard Mary L. Lenzini Viola & Wardwell Leonard, Jr. Lenore & Reuben Levin Theresa & Melvin Lewis Nancy Lewis Valerie & Thomas Lewis Julia & Carl Lindquist Judy & Bernard Liskov Catherine & Bruce Littman Roberta & Joseph Lombardino
Jennifer & Jeffrey Londregan Kathy & Thomas Londregan Ruth Lord Victoria & Kurt Lorenzen Yvonne E. Lyles Julie S. Lyman Deborah O. Lyon Carol & Archibald Macdonald, III Bette J. MacDonald Diane A. MacFadyen Maryellen & Jon Macinnis Susan Mack & Steven Giesing Katie Mackay Kristen Macleod Kathleen & Ralph Makoul Malerba's Golf Driving Range, LLC Lynn Malerba Rosalind Mallove Olga & George Manos Mantis Associates, Inc. Ethel Mantzaris Callie & J. Hull Manwaring Vivian & Arch Manzione Friends of Maria Lisa & Peter Marcus Mr. & Mrs. Sherman Marcus Kathleen Markey-Cirillo Grace & Robert Marrion James R. Marshall, III Mr. & Mrs. Matthew S. Mashikian Marianne & Michael Mastronunzio Anne Matthews Donna & Richard Maziarz Sandra McAldoff Carol McBee Meg McCarrick Mary E. McCarthy Judy & Dave McChesney Heather K. McDonald Teresita & Jeffrey McDowell LeRay & James McFarland Roseann & Howard McGarvey, III Evelyn & Kenneth McGhee Ellen & James McGuire Mary Jane & Terry McLaughlin Angela & John McLean Barbara L. McLlarky Nancy McLoughlin Virginia Meehan Susan Meisler Greta L. Mello Anna & Mark Mercurio Kathy & Steve Merlino Denise W. Merrill
Messier & Massad, LLC Hubert Metzger Flora & John Migyanka Katherine & Alan Miller Sandra H. Millholen Judy & William Miner Ann & Timothy Minor Mary & Samuel Mirabito Contance & William Mitchell, Jr. Glenna M. Moalli Cate Moffett & Christie Williams Clare & Anthony Mollica Susan & Larry Moloney Virginia & Robert Montgomery Christina Moore Dorothea B. Moore Barry A. Moraller Robert E. Morey Morgan Stanley Wealth Management/The Butler Strunk Group Barbara & John Morgan Jane Morgan William Morgan Kathleen Moriarty Jane & Kenneth Moriarty, Jr. Thomas M. Moriarty Carol A. Morin Bill Morse Christine D. Moulson Marianne & Joseph Moura Marjorie & Franklin Murdock Joanne Murray & Kieran Geoghegan Delanna W. Muse Beverly Nass Theresa & Ed Natoli Connie Neal Arlene & Thomas Nebel Susan & Thomas Neilan Neurology Associates, LLC New London Landmarks New London Maritime Society New London Youth Football League Michael Newberg Niantic Lawn & Caretaker Service, Inc. Regina M. Nicholson Judith Nickerson Norwich Human Services Karen M. Noymer The Nutmeg Companies, Inc. Kathleen & Frank O'Beirne, Jr. Caragh O'Brien & Joseph Loturco Jennifer O'Brien & James Goodman
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35
people who care Judith & Michael O'Connor Ruth I. O'Neil Erin O'Neil-Baker Patricia & John O'Rourke Mr. & Mrs. Richard A. Odell Opportunities Industrialization Center (OIC) Melvyn Orenstein Sandy & George Ouellette Barbara Pakenham Anna Maria & A. Wright Palmer Cynthia R. Palmer Sharon M. Palmer Deborah & James Palumbo, Jr. Joyce & Francis Pandolfi Marlies Parent Katherine I. Parker Marjorie & William Parry Penny Parsekian & Geoffrey Kaufman Heather & Chris Parsons Robert J. Patten Lindsay & Jeffrey Paul Sally & Francis Pavetti Joyce H. Payer Darbee & David Percival Jane Percy Marilyn & Stephen Percy Barbara & Edward Perkins Lisa Perrin Antonina Pescatello Mary C. Pescatello Catherine Pescatello-Drab Jessica & Stephen Peterson Evelyn & Henry Peyton Kristin & Michael Pfarr Carol Phillips Judith Curry Phipps Margaret & Edward Pickett Denise & Michael Pierson Barbara A. Pivarnik Pizzarama of Plainfield, Inc. Plainfield Little League Plainfield Walk-In Medical Center Patricia M. Plikus Pochal & Pochal, LLC Diane Lynn & David Pollack Suzanne & Andre Pontbriant Evelyn & Larry Pontbriant Michele R. Poole Robert E. Porter, Jr. Rosemarie & George Potts Senator Edith G. Prague Susan D. Prentis Putnam Bank Quality Homemakers, Inc. Genevieve B. Rafferty
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Susan & David Rahr Linda & Bill Rambow Jean & G. David Rand Gary E. Rasmussen Diane C. Ray Sally Ann & Harold Resnic Carol A. Rice Margaret O. Richards Ring's End Lumber/Friends of Edwin C. Higgins, Jr. Linda & Daniel Riquier Elizabeth Ritter Marjorie Roach Katharine Robinson Marcia T. Robinson Arthur J. Rocque, Jr. Lauren & Gary Roderick Kathleen F. Romani Virginia & Joseph Romano M. Jean Romano Elisse A. Rosen Patricia & Robert Roser Constance & Angelo Rota Jonathan Rowe Kate Rugen Deborah S. Russel Catherine C. Russi Francine & David Salsburg Catherine W. Sampson Mary & Robert Sanderson Carole Sandrew Savings Institute Bank & Trust Ann Marie Savona Gail & Jim Sawyer Elizabeth & James Scarritt Patricia & Tod Schaefer Sylvia Schafer Gabriella P. Schlesinger Eileen & Arnold Schneeberg Mary C. Schroeder Bonnie & Jack Scott Paula Clifford Scott Carol & Fred Seeman Jaqueline Seide Mary & Adam Seidner Carol & Frederick Sewall Wendy Shallcross Alfreda Shapere Ann Louise & Michael Shapiro Carol & Paul Sharkey Dorothy M. Shaw Elizabeth & Mark Shaw Gail Shea Shirlee H. Sheathelm J. Michael Sherb Joanne & Kevin Sherrick Marian R. Shilstone Patricia Shimchick
Community Foundation 2012 Annual Report
Mary Weinland and Anne Rash attend the Windham Area Women & Girls Fund "In Celebration of Women" breakfast. Patricia & Nathan Shippee The Shoe Smith, LLC Amber & Ryan Sholes Carole & James Shores Nancy & John Silander Anthony Sirna Martha & Alexander Slater Anne K. Smith Gertrude Smith Mary Ellen & Paul Smith Diane & Stephen Smith Erin & Timothy Smith Donna Snell Patricia & William Sniegowski Julie K. Snoke Jennifer Snyder Ann Soracchi The Spa at the Bellissimo Grande Spence Salon, LLC Leah Spitz Jean & Adam Sprecace Jennifer & Robert Spreng St. Anne's Episcopal Church St. James Church Donna & C. William Stamm Patricia Stamm Jerry Olson & Vivian Stanley Lynn Stanley-Haney Carla & Rowland Stebbins III Anna V. Stefanski Judith Stein & Kenneth Dardick Nora B. Stevens Stonington Town Hall Employees Jennie & William Strand Dawn Strickland Pamela H. Strollo Janet & Ralph Sturges, III Nancy & David Sugrue Carol N. Sullivan Sally Sumner
Dianne & William Sydenham Valerie Tamano Patricia Tanaka Sally Taylor Mr. & Mrs. Moris Tcath Lynsey H. Teixeira Mary M. Thacher Mary E. Thatcher Jeanette & Jerry Theiler Janice & James Thompson Joan M. Thorp Richard P. Thuotte TLC Auto Service, LLC Towne Park Medical Realty, LLC John Trahan Mary Truxaw Betsy & Kevin Tubridy Cindy & Mark Tudisca Nanette E. Tummers Karen & John Twomey Glennys Ulschak Unite Here United Services, Inc. United Way of Southeastern CT Lissa VanDyke Patricia & David Varholy Nicole & William Vidal, III Friends of Peg Warren Sylvia Wagner Anne & Jon Waisnor Olga & Wayne Walker Betty Wardwell The Washington Trust Company Merrylyn Weaver Antoinette M. Webster, Esq. Joan & Francis Weigle Anne & William Wernau Sheila Wertheimer Linda & John Wesolek Betty Wexler Maria & William Whalen
Emily N. Wharton Katherine M. White Karin Whittemore & Peter Kepple Shelley & William Blunt White Priscilla B. Wilder Joan & John Wiles Therese & James Wilson Jaye P. Wilson Windham-Tolland 4-H Foundation Anne Winter Diane L. Wishnafski Colette & Theodore Wojnar Richard Wolf Wood-Pawcatuck Watershed Association Alison & Mark Woods
Woyasz & Son Funeral Service, Inc. Loretta Wrobel Shalimar & William Wuyke Susan & Charles Wyand, Jr. Yankee Remodeler of New London Martha & David Yutzey Barbara Zabel & G. Thomas Couser Ellen Zahl Catherine Zeiner Gert Zorn MaryAnn & Roger Zotti Joel Zuckerbraun Penny Zuckerman & Becky Barton Karen & James Zupnik
Gifts In Kind Maura Casey Ruth Crocker Eastern Connecticut State University Rick Schwartz/Straight Talk Paula Clifford Scott Seldom Heard Jeanne Sigel Gail Weber, Minuteman Press, Norwich & New London
Endowment Development Committee Dyanne Rafal*, Chair Timothy Bates John Butler Joe Cipparone Marcia Marien Granville Morris Susan Pochal* Jack Scott Mary Seidner* Blunt White *Community Foundation Trustee
In Honor of Friends and family remembered and honored others with gifts to better the community. All women who struggle Lynne Allen Judi & Roger Banker Vivian & Paul Batterson Shirley Beal Angelica Booker Jane Bredeson Michelle Caulkins Karel den Tex The UCONN College of Liberal Arts and Sciences, Dean's Office Staff Alice Fitzpatrick Hannah Kathleen Fortier Colleen R. Gally
Stephanie Ginsburg Judith & Albert Glassenberg The goddesses: Mary Winky Man, Julie, Lisa and me Roger Gross The guests at Lucy and Mark's wedding Elizabeth C. Halloran Sandra Hendel Lesley Kirschenbaum Susan Krampitz Mike & George Leone/The Tire Store Lillian Lorello Rosalind Mallove Nancy McDowell
Becky McEnery Evelyn Mehlman Jane Metzler-Potz New London Rotarians Margaret M. O'Shea Frances Paris Kip Parker Carrie Sabbetta Paula Clifford Scott Joan Sidney Theresa & David Sistare Deb Walsh Willimantic Advocates Make It Happen (WAMH)
In Memory of Jack Anderson Janice Lynn Apt Arnold W. Avery Irma Baker Dennis Barlow Aldene Bartelli Selma Bruckner Cynthia A. Carano Paul N. Carpenter Kemaphoom "Ahn" Chanawongse Matthew Chew Harold & Miriam Dean Michael DeLillo Patricia K. Drake
Sean Duzant William Emberton Mrs. Arthur Gagne Fred Gertner Ann Hammond R.J. Hancock Rachel E. Harma Seymour S. Hendel Linda Herr Pamela Herr Johann Humphreville, beloved dog Ruben Elijah Reiser Johnson Joan Alice Kadish, M.D. John B. Kurrus
Sandy Levine Juliana Valentine McCourt Mary McLaughlin William Mehlman Grace Badger Murphy Caryn Nesbitt, M.D. Newtown children and teachers Alyce Orenstein Ernestine Patterson Raymond Vaughn Payer Larry Pontbriant Dana Michael Poole Lanie Rubenstein John T. Savage Katherine Savage
Janey Schultz Laura B. Seder Dr. Jamie Allen Shaughnessy CDR James L. Smith Victoria Soto Norma Spitz Jack Stefanski James H. Torrance Philip A. Turner Alain Velut Dr. Phillip Wade Peg Warren Tim West RADM Thomas Wetmore Edward Wozniak
We apologize for any omission, misspelling, or other error in the People Who Care section. Call us at 860-442-3572 so we can fix it. Community Foundation 2012 Annual Report
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Good Works Continued Faced with the loss of a dear family member or friend, many people choose to create a charitable fund that reflects the positive life he or she lived. The good names of Bill Emberton, Jim Smith, and Dana Michael Poole will live on through lasting scholarships. The life works of William Emberton, James L. Smith, and Dana Michael Poole will continue on, thanks to three memorial funds established at the Community Foundation in 2012. orn and schooled in England, Bill Emberton of Stonington spent more than 40 years in the computer industry, a field in which he held several patents. The much loved husband, father, grandfather, and friend was an avid sailor and civic volunteer, often lecturing on local history and literary greats. Accordingly, when Emberton died in February 2012 in a skiing accident, his friends and family established the William Emberton Scholarship Fund, with a preference for students with an interest in literature and poetry.
B
ames L. Smith, much-admired Griswold High School teacher and retired U.S. Navy Commander, died in September 2011, the day before he was to start his 20th year of teaching physics and chemistry. By all accounts passionately dedicated to his students, Smith began his second career in teaching after a 20-year naval career in the Navy. The Commander James L. Smith Scholarship Fund, similarly created by his friends and family, will help generations of Griswold High School student pursue studies in math, science and engineering.
J
third fund speaks to a life that was all too brief. Dana Michael Poole of East Lyme was a junior economics major attending New England College in Henniker, NH, when he died in an automobile accident in 2010. A talented student-athlete, he also was an avid skier and sailor. Above all, he was dedicated to his family and friends, who hold an annual “Danapooleooza� fundraiser in his memory. The Dana Michael Poole Scholarship Fund, established by his mother Michelle Fontaine-Calkins and dozens of others, helps East Lyme students who plan to pursue economics or business management.
A
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Community Foundation 2012 Annual Report
Planned Gifts Bequests, charitable trusts and gift annuities, retirement plans, life insurance…all of these possibilities make it possible for you to ensure that you and your loved ones are well cared for before you donate to your favorite causes and nonprofits. With planned giving, charitable people have found exciting options to: • Make tax-deductible gifts that earn annual income • Change your mind during your lifetime • Ensure the right assets (tax-wise) go to friends, family members, and charity • Spell out your charitable wishes even though the gift won’t be made until after your death.
Future Funds Donors may establish funds that they will contribute to at a later date or through their estate plans. We are grateful to the donors who created the funds below for their thoughtful planning. Anna & Tom Bartunek Animal Fund
2011
Harry & Sarah Birenbaum Family Fund
2004
Lynn & Martin Bloom Fund
2012
Gladys & Harold Burns Scholarship Fund
2006
Costa Family Scholarship Fund
2009
Bethe & Marcel Dufresne Fund
2009
Denise Gershenov Lewis Scholarship Fund
2012
Steven M. Lewis Best Friends Survival Fund
2012
Kathryn F. Lord Fund
2011
McAlister Bradley Fund
2008
James F. & Terri A. Muren Fund
2002
Mary & Richard Place/Putnam Ford Scholarship Fund
2012
Malcolm & Margaret Robertson Educational Fund
2006
Barbara W. Skinner Fund
2009
Bruce C. Skinner Fund
2009
Thomas & Olga Sotir and Walter & Susie Watson Scholarship Fund
2007
Milton J. Walters Fund
2012
Edward Murray Weyant Scholarship Fund
2012
Catherine Zall Fund
2012
Charitable planning ensures Lyme couple’s legacy of giving otably charitable throughout their long marriage, the names of Nancy and Howard Brundage will be forever associated with giving, thanks to their thoughtful charitable planning. After Howard and Nancy passed away (he in 1997 and she in 2011), the Community Foundation received a share of the charitable remainder trust they established to benefit the community and causes that were important to them. The couple made their home in Lyme, Connecticut starting in 1977, but both were New Jersey natives. Both born in 1923, Nancy (Williams) was raised in Montclair, and Howard in South Orange. She left home to earn her degree from Wheaton College; he graduated first from Dartmouth College, then Midshipmen Officers School at the Harvard Graduate School of Business Administration. They wed in 1945, a marriage that lasted 52 years, until Mr. Brundage’s passing. Howard Brundage’s career “spanned investment banking, commercial banking, venture capital and corporate finance,” reported his New York Times obituary. He worked with Morgan Stanley & Co., Hanover Bank, was a partner of J.H. Whitney & Co., Chief Financial Officer of J. Walter Thompson & Company and a director for Smith Barney investment funds. Nancy Brundage was a stay-at-home mother and volunteered with many organizations. They raised three daughters, all of whom still live in Connecticut: Louise Lynch of Lyme, Joanne Wilcox of Madison, and Geraldine Nolin of Old Saybrook, and a son, Peter, now in Ft. Lauderdale. As The Day noted, the couple were “active in and generously supported a variety of local organizations such as the First Congregational Church of Old Lyme, local libraries, charities, art associations and museums, some of which named facilities in tribute.” “Given the Brundages’ evident interest in everything that constitutes ‘community’, I’m pleased that the Howard and Nancy Brundage Fund is unrestricted,” says Community Foundation President Alice Fitzpatrick. “We’ll be able to do as they would, which is a great privilege.”
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The Legacy Society of the Community Foundation of Eastern Connecticut The Legacy Society honors those people who have told us of their plans to leave a legacy through the Community Foundation in the future. Bequests, charitable trusts and gift annuities, retirement plans, life insurance…all of these possibilities make it possible for you to provide for the organizations and causes that matter to you after you have taken care of family and friends. We thank the following people who have informed of us of their legacy intentions. If you are not a member of the Legacy Society but have arranged to establish or add to an exisiting fund, we hope you will join. Pamela Akins & Barry Levinson Jay Allen Judith Anderson Bridget Baird Anna & Tom Bartunek Shirley Beal Laura Berry & Bernard Hulin Lynn & Martin Bloom Neal & Jane Lassen Bobruff Jane R. Bredeson Rheo Brouillard Harriet B. Brown Joan & John Butler Laurel A. Butler Beth & Garon Camassar Maura Casey Anne & Carl Clement Nancy & Edwin Costa Richard & Kathleen Daniele Anne B. Davis Ann & Karel den Tex Otello Desiderato Mildred E. Devine Mary A. Doherty Mrs. C. Francis Driscoll
Bethe & Marcel Dufresne James F. English, Jr. Mr. & Mrs. Fred Falkner Anita & Harold Fink Alice Fitzpatrick Bettye R. Fletcher Comer Michelle Fontaine-Calkins Patrick S. Gallagher Graham H. Gavert Lois & Robert Geary Katharine & Richard Gildersleeve David Ginsberg Judith & Albert Glassenberg Andrew J. Grant Roger Gross Mr. & Mrs. Robert A. Hendel Mr. & Mrs. Stanley Hendel Jeanette Hersey Kathleen & Kerry Hertenstein Nancy O. Hileman Muriel R. Hinkle Gerald Holland Judith Hyde
Karin Whittemore & Peter Kepple Mr. & Mrs. James T. Kilroy Diane Klotz Mary & John LaMattina Saren Langmann Doris Levinson Steven & Denise Lewis Kathryn F. Lord Mrs. John T. MacDougall Rosalind Mallove Jill & Richard Mehlman Mr. & Mrs. William W. Miner Avery & Robert Morgan Terri & James Muren Nelly & Bernard Murstein Paul D. Nunes Julie A. Olson Libby Orvedal Donna & William Pedace Evelyn Peyton Richard & Mary Place Barbara & David Preston Dyanne & John Rafal Betty Richards
Bequests The Community Foundation remembers and thanks these individuals who each left a bequest that created or added to a permanent endowment in 2012 that will continue the charitable work they did during their lifetimes. Howard D. & Nancy W. Brundage Charitable Remainder Unitrust Estate of Cynthia A. Carano Estate of Grace B. Murphy
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Community Foundation 2012 Annual Report
Ann Louise & Michael Shapiro Elaine & Michael Shapiro Jane & Peter Shea June & Robert Sicilian Barbara & Bruce Skinner Marjory Smith Dr. & Mrs. Stephen Smith Ellen & Daniel Spring Donna & C. William Stamm Mr. & Mrs. Martin J. Sullivan June D. Strunk Joann Sztyga Pillar Ruth Tombari Barbara Tuneski Alix & Cornelius Van Rees Milton J. Walters Walter C. Watson & Charles Sotir Edward M. Weyant Nancy & Blunt White Shelley & William B. White Cynthia & George Willauer Carol J. Williams Catherine Zall
professional advisors Many professional advisors know when the Community Foundation is the right match for their clients’ charitable intentions. Historically, over half of the gifts to the Community Foundation have come as bequests or other planned gifts, with the guidance and expertise of professional advisors. We thank the following advisors for their advice and and community service. Russell Anderson Robert P. Anderson Charles C. Anderson Lois G. Andrews Carl Banks Joan Barnes Jim Bates Timothy D. Bates Neal M. Bobruff Thomas Borner Thomas J. Britt Rheo Brouillard Ellen Brown Laurel A. Butler John A. Bysko Gregory Carnese Pat Cavaliere Jean Ceddia James A. Chambers, II Joseph A. Cipparone Kevin W. Conway Donald Cooper William Craig Lynn T. Cravinho Paul Cravinho James A. Crawford Matthew J. Curtis Mildred E. Devine Patricia M. Dillon Richard Dixon Carl Donatello Jeanette M. Dostie John E. Drury John F. Duggan Susan Ebersole William J. Ebersole, Jr Adele Edgerton Frank N. Eppinger Thomas Forma Michael R. Garvey Simone Gladstone Mathew Greene Ellin Grenger Royden Grimm Laurence Hale William Hannaford, Jr. Lori Harrison Shannon Heap Robert Henderson Paul Holland Wade Jensen Philip Johnstone Nick Kepple Linda Kidder Suzanne Kitchings
Craig R. Koehler Robert Krusewski P. Michael Lahan Jonathan Lane Thomas Londregan Rogean B. Makowski Terence Malaghan Moira Bessette Martin Thomas McAvoy Thomas McBride Karen A. McDaniel Thomas McGarry James C. McGuire Jeffrey McNamara Kathleen A. McNamara William P. Middleton William Miner Christopher Miner Granville R. Morris Paul D. Nunes Mary G. O'Donal Nicholas M. Orobello Theodore L. Parker Robert J. Patten Francis J. Pavetti Harvey C. Perry Susan Pochal Patrick Poeschl Ted Potter Rita Provatas John W. Rafal Stephen E. Reck Robert Reynolds Jane Schellens Nancy Seely-Butler Joseph J. Selinger, Jr. Matthew Shafner Michael D. Shapiro Michael Smith Gertrude Smith Daniel Spring Robert Statchen Kathy Steamer June Strunk Peter Stuart James Sullivan Deborah Tedford R. James Thevenet Robert Tobin Paul Vaida Lyn Gammill Walker James Weiss James L. Young, Jr David Zuckerbraun
Community Foundation 2012 Annual Report
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financials 43 43 44 44 45 46
42
Current asset allocation Investment performance Balance sheet Contributions over 30 years Grants & scholarships over 30 years From our investment manager
The Community Foundation 2012 Annual Report
How does the Community Foundation balance maximizing the financial return on your charitable dollars “and” getting as many dollars as possible out to the causes, nonprofits, and communities you care about?
We take great care. Our investment committee of seven conscientious professionals works with our investment manager Brown Brothers Harriman to preserve and grow our endowment through prudent investment strategies. The Foundation's individual funds are pooled together and invested in a well-diversified portfolio, which includes large-, mid-, and small-cap US equities, international equities, private real estate, and fixed income securities (bonds). The table to the right shows our three-pronged asset allocation approach: Growth, risk reduction and inflation protection. We aim to reduce exposure to market volatility through diversification within risk-managed asset classes.
Current Asset Allocation Growth
Risk Reduction
Inflation Protection
57.2%
41.1%
1.7%
U.S. Equities 49%
Fixed Income 25%
Real Assets 1.1%
International Equities 7.7%
Hedge Funds 13.8%
U.S. Inflation Protected Bonds .6%
Private Equity .5%
Cash 1.5%
Community Foundation sees 15.0% investment returns in 2012, the second double digit return in three years
Good news for our fundholders and for grant recipients That's good news if you started, advise, and/or are a beneficiary of one of the Community Foundation's 337 current endowed funds. How so? Director of Finance Barbara Morgan offers an example: “If you established a $100,000 endowed fund three years ago, you would have benefited in three ways.” “First, you would have received any charitable tax benefits to which you were entitled. “Second, your fund would have already generated $12,414 in grants to the nonprofits and/or causes of your choice. “Third, the original $100,000 would be worth $110,999 today, even after the grants and expenses were subtracted.”
Performance as of 12/31/12 1 year
3 years
5 years
CFECT Endowment
15.0%
8.66%
3.72%
Blended Benchmark
13.2%
8.55%
3.41%
Note: The Blended Benchmark allocation is calculated to have similar risk and return characteristics as the CFECT Endowment.
Community Foundation 2012 Annual Report
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The Community Foundation of Eastern Connecticut, Inc. Statement of Financial Position, December 31, 2012 & December 31, 2011
ASSETS Cash and Investments Split-interest agreements
Audit Committee
2012
2011
$39,000,489
$35,098,856
5,418,561
5,000,184
339,735
348,706
Other Assets
55,407
144,257
Total Assets
44,814,192
40,592,003
Property and equipment, net
526,758
764,152
Net Assets 38,941,724
34,880,633
Temporarily restricted
1,627,655
1,519,335
Permanently restricted
3,718,055
3,427,883
Unrestricted
Total net assets Total Liabilities and Net Assets
*Trustee
Investment Committee
LIABILITIES AND NET ASSETS Grants and Other Payables
Marc Ginsberg, Chair Alice Fitzpatrick Dick Hoyt Ruth Crocker* David Zuckerbraun Rowland Stebbins
44,287,434
39,827,851
$44,814,192
$40,592,003
Brian Carey*, Chair Jim English Marc Ginsberg Karen Horn Ruth Crocker* Sam Childs* David Zuckerbraun *Trustee
Due to generally accepted accounted principles, the audited figures reported above may not fully align with fund and grant categories defined elsewhere in the annual report.
Contributions over 30 years $53,380,247
$8,000,000 2008-2012 total = $22,136,000 $7,000,000 1983-2007 total = $31,244,247 $6,000,000
$5,000,000
$4,000,000
$3,000,000
$2,000,000
$1,000,000
$0 ’83 ’84 ’85 ’86 ’87 ’88 ’89 ’90 ’91 ’92 ’93 ’94 ’95 ’96 ’97 ’98 ’99 ’00 ’01 ’02 ’03 ’04 ’05 ’06 ’07 ’08 ’09 ’10 ’11 ’12
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Community Foundation 2012 Annual Report
Statement of Activities for the Years Ended December 31, 2012 & December 31, 2011
2012
2011
STATEMENT OF ACTIVITIES Revenue: $3,151,066
$3,562,977
Investment Gain & Income
5,005,436
314,232
Change in value of trusts & split interest agreements
355,981
(424,092)
14,400
19,450
8,526,883
3,472,567
Grants & Scholarships
3,088,397
2,973,546
Other Grant Expenses
265,971
264,910
General & Administrative
570,455
556,988
Contributions
Other Income Total Revenue
The audit of the CFECT for 2012 was completed by Blum Shapiro, who expressed an unqualified opinion on these financial statements.
A complete copy of the audited financial statements may be obtained by calling the Community Foundation at (860) 442-3572 or at www.cfect.org/AboutUs/ FiscalStewardship
Expenses:
Investment Fees
142,477
102,325
Total Expenses
4,067,300
3,897,769
Increase (Decrease) in Net Assets
4,459,583
(425,202)
39,827,851
40,253,053
$44,287,434
$39,827,851
Net Assets - Beginning of Year Net Assets - End of Year
Grants & Scholarships over 30 years $26,047,827
$3,500,000 2008-2012 total = $12,386,000 $3,000,000 1983-2007 total = $13,661,827 $2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$0 ’83 ’84 ’85 ’86 ’87 ’88 ’89 ’90 ’91 ’92 ’93 ’94 ’95 ’96 ’97 ’98 ’99 ’00 ’01 ’02 ’03 ’04 ’05 ’06 ’07 ’08 ’09 ’10 ’11 ’ 12
Community Foundation 2012 Annual Report
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Balancing the Needs of Today with the Needs of Tomorrow nvesting is ultimately an exercise in balance sheet management. Just like a corporation, the Community Foundation of Eastern Connecticut has tangible assets, comprised for the most part by the dollars held in the Foundation’s investment portfolio. At the same time, the Foundation has liabilities, primarily defined by the important missions outlined elsewhere in this annual report. This is admittedly a non-traditional definition of liabilities, and even includes a healthy dose of aspiration, as the Foundation seeks to broaden and deepen the support it provides to local communities over time. Yet these expanded definitions lead to the insight that the ultimate objective of investing the assets of the Foundation is to ensure the availability of financial resources – both now and in the future – to support and enhance the pursuit of those mission-related liabilities. We have to make sure the balance sheet balances. This is a departure from the traditional definition of investing, where success is often defined as beating a market, or picking a hot stock. Those may be means to an end, but successful investors always keep in mind the real objective of preserving and growing the real assets of the organization. The secret of success is constancy of purpose, and our purpose is to make sure that the Foundation’s assets are protected today, and grow for tomorrow. What are the challenges to accomplishing that objective? The first is simply that the needs of today are more tangible and identifiable than the needs of tomorrow. The Foundation could theoretically commit all of its financial assets to providing critical community support in the upcoming year, but only at the steep cost of being unable to meet future challenges. It takes foresight and discipline to balance present and future needs, and even an act of faith to understand that, alas, the community needs met by the Foundation are likely to linger far into the future. The best expression of this discipline is a spending rate, which creates a prudent balance between applying funds in the near term, while allowing for growth in the longer run. A spending rate furthermore provides critical guidance to the investment team, as it helps them craft an asset allocation that supports that annual spending requirement while positioning for future growth.
I
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Community Foundation 2012 Annual Report
A second challenge is that the cost of providing community support will only increase over time. Inflation, therefore, poses a significant obstacle to successfully balancing financial assets and mission liabilities now and into the future. This may seem like a counterintuitive observation in an environment where there is very little inflationary pressure, but the inflation associated with the Foundation’s various missions is almost certainly greater than the broad averages of inflation that are reported in the financial press. We’re all aware of the escalating costs of education, social support, healthcare and the arts, and those costs aren’t likely to fall. The asset side of the balance sheet has to be invested to provide some protection against the threat inflation poses to the liability side. Making the balance sheet balance is both an art and a science, and requires close cooperation between the Foundation’s Board of Trustees, the Investment Committee, and the investment advisor. Brown Brothers Harriman has been privileged to work with the Community Foundation of Eastern Connecticut to support its missions both now and into the future. G. Scott Clemons, CFA Chief Investment Strategist Brown Brothers Harriman & Co.
Board of Trustees Frederic Anderson Theresa Broach Brian Carey Samuel Childs Ruth Crocker John Duggan Valerie Grimm John LaMattina Paul Nunes Susan Pochal Dyanne Rafal Mary Seidner Lee Ellen Terry Claire Warren Dianne Williams
Governance Committee Paul Nunes, Chair Ruth Crocker Valerie Grimm John LaMattina Susan Pochal
Not pictured: Valerie Grimm, Dyanne Rafal and Claire Warren
Past Chairs 1983 through 2011
Trustees Emeriti
Robert W. Marrion 1983-1987 Benjamin A. Levison 1988 Stephen Percy 1989-1991 Michael D. Shapiro 1992-1993 William Garcia 1993
Ann den Tex 1994-1997 Daniel Spring 1998 Jane Bredeson 1999-2000 George Willauer 2001-2002 Timothy D. Bates 2003-2005
Bridget B. Baird 2006-2008 Rheo Brouillard (Community Foundation of the Tri-County Area) 2006-2009 Laurel A. Butler 2008-2011
Walter V. Baker* Bridget Baird Timothy Bates Jane R. Bredeson Ann den Tex Mary A. Doherty Anthony Enders James F. English Marcia H. Gardiner Marc Ginsberg
Richard Gipstein Albert Glassenberg Eleanor Harvey* Myron Hendel Chester Kitchings, Jr. Lee Kneerim Doris Levinson Rosalind Mallove Robert Marrion Ellen McGuire
Granville Morris Francis J. Pavetti Stephen Percy Constance Pike* Dyanne Rafal Laurence P. “Jim� Smith* William Blunt White George Willauer * deceased
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Staff Alice Fitzpatrick President alice@cfect.org Rebekah Kepple Executive Assistant rebekah@cfect.org
Alice Fitzpatrick
Barbara Morgan Director of Finance & Administration bmorgan@cfect.org Jennifer O’Brien Program Director jennob@cfect.org Kip Parker Division Director kip@cfect.org
Rebekah Kepple and Barbara Morgan
Alison Woods Director of Gift Planning alison@cfect.org Support Staff Sylvia Christiansen
Sylvia Christiansen and Jennifer O’Brien
Kip Parker and Alison Woods
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Community Foundation 2012 Annual Report
Contact Information Community Foundation of Eastern Connecticut 147 State Street, New London, CT 06320 860-442-3572 877-442-3572 (toll free) www.cfect.org
Applying for Community Foundation Funding The Community Foundation distributes approximately $3 million in grants and scholarships annually. Over half of the total is directly recommended by charitable individuals through donor advised and designated funds they’ve established here, a significant source of steady income to the region’s nonprofit sector. The remaining half – also the result of funds and gifts from generous individuals, businesses and organizations – is available for eligible students and organizations who would like to answer one of the many challenges the Community Foundation has presented, from children’s literacy to women’s rights. These “discretionary” and highly competitive grant programs are described briefly below, but for more details, grant guidelines and applications, and specific deadlines, visit www.cfect.org/forGrantseekers. General Grants We welcome grant applications for initiatives in the areas of arts and culture, community development, education, environment, and health and social services. The organizations and programs must serve the residents of New London, Groton, Waterford, Ledyard, Stonington, North Stonington, Salem, Montville, East Lyme, Old Lyme and Lyme. The application deadline is November 15. General grants cycles in the Norwich and Windham areas are by invitation only.
Please remember, though: The Community Foundation can do so much more for your organization than offer grants. Invite our free technical assistance, help in structuring a grant proposal, suggestions for collaborative approaches to a nagging issue, convening and facilitation services, links to other funders, and more. Naturally, we also provide endowment management and development consultation to help ensure your long-term viability.
People for Animals & Wildlife (P.A.W.) Fund The current primary funder, the Josephine and Gabriel Sacco Fund for Animals, will fund efforts that provide care and comfort for animals in the Town of Groton, including rescue and sheltering, low cost spaying/neutering and other veterinary care, and education that encourages responsible pet ownership or prevents abuse and cruelty. Application deadline is April 15.
Scholarships Let’s Read Fund For schools, libraries, and nonprofits that promote literacy and the love of reading among children and families. Use the General Grants application by the November 15 deadline.
Love our Libraries (L.O.L) Fund For community-based programs and services offered by the 13 libraries in East Lyme, Groton, Ledyard, Lyme, Montville, New London, North Stonington, Old Lyme, Salem, Stonington and Waterford. Use the General Grants application by the November 15 deadline.
Women & Girls Funds To improve the lives of women & girls Southeast August 15 deadline Norwich August 15 deadline Windham October 1 deadline Northeast TBA
The Community Foundation’s 93 scholarship funds sent over 170 high school seniors and others to colleges and other academic institutions in 2012, thanks to the cherished faith in education held by so many donors in eastern Connecticut. Each fund identifies its own selection criteria, which may include the student’s town of residence, high school, college field of study, and other preferences. Most application deadlines are April 1.
Programs for Norwich Youth Thanks to endowments transferred by the former Norwich YMCA, the Community Foundation can offer support for nonprofits, schools, libraries and other organizations that provide youth development programs and services for economically and socially disadvantaged Norwich youth, with a priority preference for Norwich-based organizations. The annual deadline is March 1.
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Non Profit Org. Bulk Rate U.S. Postage PAID Permit 101 New London, CT 06320
147 State Street • Post Office Box 769, New London, CT 06320 (860) 442-3572 (877) 442-3572 (toll free) www.cfect.org
sign up for our e-news @ www.cfect.org We encourage philanthropy in the towns of: Ashford, Bozrah,
Groton, Hampton,
Norwich, Old Lyme,
Union, Voluntown,
Brooklyn, Canterbury,
Killingly, Lebanon,
Plainfield, Pomfret,
Waterford, Willington,
Chaplin, Colchester,
Ledyard, Lisbon, Lyme,
Preston, Putnam, Salem,
Windham, and
Columbia, Coventry,
Mansfield, Montville,
Scotland, Sprague,
Woodstock
Eastford, East Lyme,
New London,
Stafford, Sterling,
Franklin, Griswold,
North Stonington,
Stonington, Thompson,