“Keep your eyes on the stars and your feet on the ground.”
–Franklin D. Roosevelt
2011 Annual Report
Over
the past year, the Central New York Community
Foundation set its sights on landmark achievements while remaining steadfast in its responsibility for stewardship and community leadership. Join us as we celebrate our accomplishments and look forward to endless possibilities.
inside Letter from our Board Chair.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Looking Back at 2011.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Looking Forward to 2012. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Grantmaking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Giving. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Funds and Donors.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 CNY Philanthropy Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Staff. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Board of Directors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Financial Information.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
table of contents
Mission.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Back Cover
In a conscious effort to do more for the community while using fewer resources, we strive to minimize our Annual Report’s environmental and economic impact. This report is printed on recycled paper and fewer copies were printed. This publication is available digitally at www.cnycf.org. Cover: Illustration by Amy Margolis.
Confirmed in Compliance with National Standards
Christine Woodcock Dettor, Esq. and Melanie Littlejohn stand on the veranda of the CNY Philanthropy Center at 431 East Fayette Street.
Eyes on
S e th
s r ta
Feet on t h e Gro u n d Dear Friends, I believe that from time to time it is important to take a moment to reflect on past accomplishments. As my six year tenure on the Board comes to a close, I know one thing for sure: the Community Foundation has squeezed every bit of meaning out of the theme of our annual report this year. We kept our eyes on the stars with a clear vision for the future while keeping our feet firmly planted on the ground as we moved ahead. I am proud to have been a part of this chapter in the history of the foundation. While our recollection of past accomplishments naturally fades, the Community Foundation moves ahead. Though we just moved into our new home this past November, already thousands of people from dozens of community organizations have taken advantage of the many meeting spaces in our new building, using the change in venue to inspire their fresh thinking and to reenergize their constituencies. Our community has a treasured new space and we are thrilled to be able to share it. Our own fresh thinking and energy comes in the form of our new board chair, Melanie Littlejohn. I am proud to introduce her to you in this letter. Melanie embodies the spirit of community leadership better than anyone I know and she is the perfect person to lead the Community Foundation into its 85th year. Reaching for the stars is a daily routine for this dynamo and I know Melanie will lead the Community Foundation forward to even greater heights.
Christine Woodcock Dettor, Esq. Chair, Board of Directors
letter from our board chair
While we remain committed to stewardship and leadership in our community, we have set our sights on the future. I believe that this is the essence of what a Community Foundation should do and why I continue to sing the praises of one of our greatest community assets. Please join me as we celebrate our past accomplishments and look toward the stars to an exciting future together.
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2011: A Year of New Opportunities During the 2011 Fiscal Year, the Community Foundation accomplished a number of advancements and milestones that expanded our ability to achieve positive impact in our community.
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a look back
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The Central New York Philanthropy Center, including our new offices and nonprofit meeting hub, celebrated its Grand Opening. To learn more about the Philanthropy Center, see page 29 or visit www.cnyphilanthropycenter.org. We reached an all-time high asset value of $128.2 million as of March 31, 2011. SRC, Inc. pledged a $5 million matching gift to the Say Yes to Education Scholarship Endowment Fund. When added to the $2 million matching pool already pledged by the Community Foundation and the Say Yes to Education Foundation in support of scholarships, this new gift allows every donation to the Say Yes scholarship program to be matched, dollar-for-dollar, up to $7 million. $5.6 million in grants were awarded to more than 750 nonprofit organizations in the areas of Arts & Culture, Humanities, Civic Participation, Community Engagement, Economic Development, Education, Environment & Animals, Health and Human Services. To read more about our grantmaking, visit pages 4-11. Thirty-three new funds were created and customized to achieve diverse donor goals. For descriptions of this year’s new funds, visit pages 14-17. We introduced the Nonprofit Essentials Workshop Series (NEWS) to offer a variety of professional and organizational development tools to the nonprofit community. For more on this series, visit page 11. We launched MyGiving, an online access tool for fundholders. Users can view their gift and grant activities as well as recommend grants from their funds. Our first Performance Management grants were piloted to help local nonprofits improve their tracking and reporting of programmatic outcomes. To learn more about our Performance Management grants and the resulting learning community of participating nonprofit organizations, visit page 8.
2012: Reaching for the Stars The 2012 Fiscal Year holds new and exciting opportunities for the Community Foundation. Here is some of what we have in store. will celebrate our 85-year anniversary. Since 1927, the Community Foundation • We has fulfilled the donor-designated purposes of more than 550 charitable funds under its
umbrella. We are honored to continue this stewardship role for generations to come.
Grants & Community Initiatives team will contribute to several new convening efforts • Our for the benefit of arts & culture, community leadership, youth services, literacy and more.
To learn more about our community outreach and special initiatives, visit page 10.
Vitals, a collaborative community indicators project hosted by the Community • CNY Foundation, will spark community conversation through the launch of an interactive
website, www.cnyvitals.org. This site consolidates reporting on community data, trends and issues facing our region.
Women’s Fund of Central New York, a component fund of the Community Foundation, • The will launch a new brand identity and website that exemplifies its mission to support and
encourage women and girls to become economically self-sufficient and achieve their full potential as members of the community.
Cayuga Community Fund, a component fund of the Community Foundation that • The serves as a source of permanent charitable dollars for nonprofits serving Cayuga County,
will seek contributions to match the $300,000 in challenge grants made by the Emerson Foundation, the Stardust Foundation and the Community Foundation.
will facilitate the grantmaking for IDEAS (Initiative for Developing and Engaging • We Audiences in Syracuse) in collaboration with a group of local foundations and funders.
See page 10 to learn more about the IDEAS collaborative.
will conduct a Transfer of Wealth Analysis to measure how much local wealth will • We transfer to future generations across five Central New York counties. The research provides
the data we need to demonstrate the impact that could be made on our region if a fraction of those dollars are captured for charitable purposes.
a look forward
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Community Grants From April 1, 2010 to March 31, 2011, our board of directors approved 33 grants to nonprofit organizations, totaling $933,516 through our community grantmaking program.
Environment & Animals
Arts, Culture & Humanities Imagine Syracuse Add new music programs that expand the Young Musicians Project and establish Syracuse’s first inner-city youth orchestra
$10,000
Society for New Music Commission original musical compositions and produce an opera to celebrate the grand opening of the newly renovated and expanded Matilda Joslyn Gage Center
$15,000
WCNY TV/24 – Public Broadcasting Council of CNY Renovate the station’s new broadcast and education center on the Near Westside
This grant was made possible through the Education Endowment, John F. Marsellus, and Durston Sanford & Doris Sanford Funds.
$100,000
$16,000
Civic Engagement, Community Benefit or Economic Development
St. Camillus Health & Rehabilitation Center $62,200 Purchase new equipment for use with rehabilitation patients
Near Westside Initiative $25,000 Establish a micro-loan program to assist new and existing small businesses on the Near Westside
Upstate Medical University Foundation $22,000 Help refugees and new immigrants access health care by producing native language health videos
This grant was made possible through the John F. Marsellus Fund.
These grants were made possible through the Community, Charles F. Brannock, Coon, Marjorie D. Kienzle, John F. Marsellus, James & Aileen Miller, and Syracuse Dispensary Funds.
Education LaFayette Central School District Implement a character education program, Power2Achieve, at LaFayette Jr./Sr. High School and in partnership with Cathedral at Pompei and Bishop Grimes schools
$23,137
The Newland Center (formerly The Learning Place) $14,000 Work with Literacy Volunteers of Greater Syracuse to implement a new data management system These grants were made possible through the Community, Shirley M. Aubrey, and Community Literacy Funds.
grantmaking
Health Black Leadership Commission on AIDS of Syracuse Host health fairs for free screenings and education in the west and south side neighborhoods of Syracuse
These grants were made possible through the Community, Shirley M. Aubrey, and John F. Marsellus Funds.
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Baltimore Woods Nature Center $28,945 Develop and implement a corporate communications strategy, acquire and train corporate volunteers and engage interns from area colleges and universities for the Nature in the City program
Human Services Arc of Onondaga Train direct-care staff to make healthy food choices when shopping and cooking for clients enrolled in the residential services program
$14,807
Aurora of CNY $10,000 Purchase equipment and software to add an assistive technology component to the pre-vocational program that prepares young clients to enter the workforce Center for Community Alternatives Train JOBSPLUS! staff on the unique challenges to employment faced by individuals with criminal records
$22,160
Children’s Consortium $48,148 Conduct education classes for pregnant and parenting teens in five Syracuse City high schools Continued on page 7.
Some of Open Hand Theater’s popular puppet characters perform in front of the Theater’s historic castle on North Salina Street in
La
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h c n
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ooming some five feet over the average person and adorned with brilliant colors and elaborate expressions, the unique puppet characters of Open Hand Theater never fail to turn heads and attract a crowd wherever they appear. For more than thirty years, Open Hand’s masks and puppets have brought many of the world’s diverse traditions to life for children and adults alike. They perform regularly in a historic castle theater in Syracuse and conduct touring performances at schools and community events. The characters truly are “art in motion.” In 2008, Open Hand was one of twenty cultural organizations that
became a part of the Community Foundation’s three-year Program for Arts Capacity & Excellence (PACE). In exchange for a $20,000 annual grant to fund general operations, Open Hand committed to developing independent financial support and extending its community outreach through the development of a strategic marketing plan. Having completed its final year in the program, Open Hand now reports great accomplishments. A new website, logo and newsletter were launched to tell its story to supporters in a unique and creative way. An e-commerce feature was added to the website, offering the convenience of online
ticket purchasing to free up staff members’ time and increase sales. Open Hand also increased its collaborative efforts with neighborhood groups and afterschool programs in order to broaden its community outreach. The PACE grant allowed Open Hand to modernize and advance its operations while riding out economic uncertainty. Hopefully the theater’s characters can continue to do what they do best—inspiring the creativity of local children and adults through art—for many years to come.
reach for the stars
downtown Syracuse.
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Kim Taylor, Literacy Program Coordinator for the Rosamond Gifford Zoo’s Animal ABCs program, exhibits a snake to children at White Branch Library.
Spark imagination
reach for the stars
O
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n a sunny Saturday morning in the middle of June, it is somewhat unexpected to see a large crowd of children willingly gathered at the local library. But that is exactly what was happening at White Branch Library in Syracuse. Young children gathered on the floor with their parents to experience a unique interaction between live zoo animals and children’s books. When live snakes were presented to the children after the reading portion, their eyes lit up and they bubbled with excitement. Animal ABCs, a year-long program of the Rosamond Gifford Zoo hosted at White Branch Library and the McChesney Community Center, is designed to capitalize on children’s innate curiosity about animals and nature to generate excitement about reading. Each month features a fun animal theme and books
are selected that highlight chosen creatures—from frogs to lizards to birds. A broad range of activities keep the children engaged including ‘read-alouds,’ crafts, animal artifacts and, whenever possible, a visit from a live animal. The program is one of numerous beneficiaries of the Literacy Champion grants the Community Foundation provided to enhance the Imagination Library program on Syracuse’s Northside. Imagination Library strives to build skills in young children for kindergarten readiness by delivering a new, age-appropriate book directly to each child’s home once a month from birth to age five. The program is designed to establish a culture of literacy among its participants by increasing the frequency that parents read to their children and generating excitement about reading at home.
The Literacy Coalition of Onondaga County implemented Imagination Library within the Syracuse Northside Literacy Zone. New York State designated these zones, of which Syracuse has three, as areas where individuals hold limited literacy or English language proficiency. Response to the literacy programming has been tremendous. Having now completed its first year since launching in Syracuse, Imagination Library has more than 1,000 children enrolled and has distributed more than 9,500 books. Each month, Animal ABCs brings in so much interest that the rooms are often filled to capacity. By sparking the imaginations of young children, these programs are igniting a life-long love of reading among all involved.
Human Services (continued)
Literacy Grants
Enable $10,000 Expand the adaptive resources available for visually impaired children through its technology lending library
Ten grants totaling $232,250 were awarded in support of ongoing community efforts to increase literacy across the lifespan.
Food Bank of CNY Renovate and relocate to a larger food distribution center in Syracuse
$75,000
Child Care Solutions $1,766 Provide workshops for child care providers on using books to improve language and literacy skills
Interfaith Works Purchase a panel truck and warehouse shelving for the Refugee Resettlement Program
$34,469
Literacy Coalition of Onondaga County Support administration of the Coalition and implementation of Imagination Library
$153,105
Meals on Wheels Upgrade software that integrates client records, delivery logistics and volunteer tracking
$15,100
First English Lutheran Church Purchase reading materials for summer and after-school programs that serve immigrant children and their families
$1,000
McMayon/Ryan Child Advocacy Site Furnish office and therapeutic spaces with child-friendly furniture at its new downtown child advocacy center—a state of the art investigative, medical, therapeutic, and support facility for abused children
$50,000
Syracuse Model Neighborhood Facility $45,000 Employ a vocational counselor to prevent recidivism by providing assistance to high-risk individuals recently released from prison These grants were made possible through the Community, Shirley M. Aubrey, Charles F. Brannock, Community Council on Careers, J. Henry & Martha E. DeBoer Memorial, Harold & Marian Edwards and O.M. Edwards, M. Harold & Frances M. Dwyer, John H. & Mary P. Hughes, Marjorie D. Kienzle, Lewis-Trinity, John F. Marsellus, James & Aileen Miller, and Virginia C. Simons & Dr. C. Adele Brown Funds.
Strategic Partnership Grants
Interfaith Works of Central New York Promote parent-child reading time among Burmese pre-schoolers and their parents by providing facilitated, bilingual story hours
$9,000
Literacy Volunteers of Greater Syracuse Encourage refugee families to read to and with their children by infusing English language instruction into refugee programming
$9,000
Madison County Literacy Coalition and Oneida Public Library Increase the Coalition’s footprint and impact with strategic planning by a literacy consultant
$32,250
Onondaga County Public Library $6,530 Purchase and install two toddler literacy stations at White Branch Library to strengthen pre-reading skills and improve preparation for kindergarten
Two grants totaling $50,000 were awarded from the Strategic Partnership Fund to support projects that reduce overall operating expenses while working to enhance nonprofit program delivery in the community.
Syracuse City School District Provide literacy workshops to foster parent-child interaction by helping parents learn to read to their children
$7,137
Centerstate CEO $25,000 Fund legal and accounting costs incurred from the merger of the Metropolitan Development Association and the Greater Syracuse Chamber of Commerce
United Way of Central New York Expand Success by 6 - Squeeze in Time to Read to two additional child care sites
$3,462
Cultural Resources Council $25,000 Fund legal and accounting costs incurred as a result of the expanded re-granting role assumed from the now dormant Partners for Arts Education These grants were made possible through the Strategic Partnership Fund.
These grants were made possible through the support of the Community Literacy Fund.
grantmaking
Person to Person Citizen Advocacy $10,300 Improve recruitment and reporting of on- and off-site volunteers through a centralized database
Friends of the Rosamond Gifford Zoo at Burnet Park $9,000 Deliver monthly literacy programs with a thematic focus on animals at two community venues
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Program for Arts Capacity & Excellence (PACE) This year, the Community Foundation awarded $430,000 in final year funding to 19 local arts and culture organizations through the Program for Arts Capacity & Excellence (PACE) initiative. PACE was a three-year program designed to build the long-term sustainability of arts organizations by encouraging them to work on strategic organizational issues. Participating organizations analyzed their unique challenges, identified their most critical issues and developed strategies to address each concern. A majority of the organizations decided to work on audience development, organization and management improvements, or board governance. Each organization then implemented these new strategies to better position it for success by strengthening and enhancing its distinctive mission. Overall, PACE recipients reported remarkable results, building new capacities that will far outlast the grants. 2011 PACE GRANT RECIPIENTS The Arts Branch of the YMCA
$17,000
CNY Jazz Arts Foundation
$17,000
Earlville Opera House
$15,000
Everson Museum of Art
$50,000
Matilda Joslyn Gage Foundation
$15,000
Museum of Science and Technology
$50,000
grantmaking
Museum of Young Art
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$5,000
Oneida Community Mansion House
$10,000
Open Hand Theater
$20,000
Rarely Done Productions
$10,000
Red House Arts Center
$15,000
The Skaneateles Festival
$15,000
Smithfield Community Association
$10,000
Syracuse City Ballet
$15,000
Syracuse Opera Company
$40,000
Syracuse Poster Project
$6,000
Syracuse Shakespeare Festival
$5,000
Syracuse Stage
$40,000
Syracuse Symphony Orchestra
$75,000
These grants were made possible through the support of the Community, Charles F. Brannock, Flora Mather Hosmer, Faith T. Knapp, and John F. Marsellus Funds.
Measuring for Success The Community Foundation was inspired to help local organizations improve their ability to measure impact in order to improve services and make them more competitive for new funding opportunities. In 2010 we awarded $220,000 to eight nonprofits in a pilot program to help organizations track and measure their performance. In addition to receiving performance management grants, awardees participated in a year-long learning community to share their project implementation experiences with each other and eventually with the wider Central New York region. 2011 PERFORMANCE MANAGEMENT GRANTS Arise Child & Family Services $20,000 Evaluate programming using a database that will also improve scheduling and service delivery for mental health clients Consumer Credit Counseling Service $20,000 Evaluate the effectiveness of its financial counseling and financial literacy education programs for families Enable $20,000 Implement an evaluation system for its antiaggression programming for children with disabilities Greater Syracuse Works $60,000 Implement a web-based workforce development and case management system that will allow job training and placement providers to share outcome indicators Jewish Home Of CNY Foundation $20,000 Collect data on programs benefitting the community’s elderly population through the Institute at Menorah Park for Applied Research and Aging Jowonio School $20,000 Measure various aspects of the school’s model for assisting children with developmental disabilities and its impact on family skills, with the goal of sharing its best practices with other childcare providers Salvation Army $40,000 Create a shared evaluation system between agencies in the areas of juvenile justice, foster care and child welfare Vera House $20,000 Expand its database management system to include its emergency shelter services for victims of domestic violence
The Small Grants & Initiatives Fund Our Small Grants & Initiatives Fund supports small investments in projects that identify and address community needs, create forums for public dialogue or community building, inspire philanthropy and volunteerism, or advance equal access to community resources and opportunities. This year, the fund awarded 84 grants totaling $79,875. The following are some highlights: Camp Good Days and Special Times
$5,000
CNY Family Bike Giveaway
$2,500
Jail Ministry
$1,500
Lambda Kappa Mu Sorority
$1,500
National Kidney Foundation
$2,000
Nosotros Radio
$3,500
Signature Syracuse
$2,750
Syracuse Area Music Awards
$1,000
Syracuse International Film Festival
$1,550
Wacheva Cultural Arts
$3,000
Wayward Paws
$4,000
Start a year-long monthly program for campers that will sustain the bonds formed during its summer camp programs
Purchase tools and equipment for use during bi-weekly bike repair workshops held in the summer in the Near Westside and Southwest areas of Syracuse
Purchase new computers to be used by staff and volunteers to facilitate advocacy and communication for program clients
Present a Science, Technology, Engineering and Math conference for Syracuse City School District middle school students and parents
Conduct two blood pressure screening and counseling events in Madison County
Create a strategic plan to strengthen and improve its educational and cultural services to the community
Produce a documentary chronicling the development of the music education program featuring successful graduates
Provide local high-school students free admission to attend the Syracuse Area Music Industry Conference
Conduct a half-day workshop with area high school students built around the documentary Faith and Hope, an emotional look at eroding education, crime and drugs on the South Side of Syracuse as seen by area residents who are trying to better the community
Purchase software that will track and evaluate the demographic trends of those taking dance classes to demonstrate its impact to community partners and constituents
grantmaking
Purchase equipment to implement a mobile spay/neuter clinic
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Our community
initiatives: more than grantmaking
The Community Foundation strives to improve the lives of
literacy
Central New Yorkers through various community initiatives
The Community Foundation continued to work closely with the literacy coalitions of both Onondaga and Madison counties. Both coalitions are working to achieve 100% literacy through 100% community engagement. This year, Onondaga County’s Coalition celebrated the first anniversary of the Imagination Library, which works with local library branches and other community partners to provide eligible children with a new age-appropriate book each month until their fifth birthday. As of May 2011, more than 1,000 children had enrolled and 9,500 books had been distributed. Read more about Imagination Library on page 6.
in addition to our responsive grantmaking. Our initiatives focus on specific areas of interest and community need, such as developing civic and nonprofit leadership, facilitating collaboration and partnership among community leaders, promoting literacy as a stepping stone to an enriched life and a more vibrant community, and building the capacity of local arts organizations. Featured here are some of our key outreach activities in these areas over the last year.
We are also excited that Madison County’s newly formed Literacy Coalition is poised to launch its own pilot of Imagination Library in 2011. collaborations and convening
The Strategic Partnership Fund provides local nonprofits with grants to collaborate toward enhancing services while reducing organizational operating costs by working together. Since the inception of the program, $108,615 has been awarded to six organizations. See page 7 for descriptions of this year’s grants. The Community Foundation worked closely with the Community Benchmarks Program (CBP) of the Maxwell School at Syracuse University, FOCUS Greater Syracuse and others to refine and expand a set of community indicators for Onondaga County. This collaboration allows for the coordination of efforts across organizational boundaries and attracts funding to address proven areas of need in our community. the arts
grantmaking
We continue to partner with the Cultural Data Project (CDP), an online data management tool designed to strengthen arts and culture organizations by allowing them to benchmark their performance and use the data to make informed planning decisions. The Community Foundation now requires all arts organizations pursuing grants to participate in the CDP. The targeted information that this project provides will greatly assist us in measuring the effectiveness of our investment in the arts.
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The Community Foundation partnered with other area funders and foundations in the collaborative program IDEAS (Initiative for Developing and Engaging Audiences in Syracuse). IDEAS supports strategies focused on long-term audience development for the benefit of all arts and cultural organizations in Onondaga County. Through the establishment of the IDEAS Fund, the Community Foundation will be facilitating the collaborative’s grantmaking.
building civic & nonprofit leadership
The Leadership Classroom (TLC) provides a unique opportunity for individuals to learn advanced leadership skills alongside other neighborhood leaders in an interactive setting. This year, 23 individuals representing five different organizations participated in eight training sessions designed to enhance their leadership skills. Each group was given a grant of $3,500 to implement projects that they planned during their training. TLC participants described the skills they learned as invaluable. This year, the Community Foundation also launched TLC Advanced, a program designed to provide enhanced learning and relationship building opportunities for TLC alumni. The John F. Marsellus Sabbatical was created in 2000 in memory of this dedicated community philanthropist who was keenly aware of the value that Central New York nonprofit leaders bring to our community. The Sabbatical allows dedicated and passionate leaders to set aside time for reflection, learning, and renewal—all of which contribute to the continued effectiveness of their leadership. In 2011, two nonprofit executives representing Cazenovia Area Community Development Association and Oneida Community Mansion House were awarded $8,000 each for four weeks of personal and professional development. Twenty-three nonprofit leaders have taken part in this program since its inception. The Staff Advancement Initiative evolved from a donor’s wish to support the professional development of front-line workers in nonprofit agencies. The Initiative is reserved for individual non-management employees who wish to attend courses or training seminars that fall outside of their respective organizations’ training budgets. In 2010, 33 participants received a total of $21,320 toward professional development opportunities.
How to Apply for a Community Grant
T
hrough our Community Grantmaking, we seek to bring about positive change and impact while honoring diversity and building inclusion within and across our many communities. Tax-exempt, nonprofit organizations in Onondaga and Madison counties are encouraged to apply for grants to fund innovative projects in the areas of arts and culture, civic affairs, economic development, education, health, human services and the environment. Prospective applicants are strongly encouraged to discuss their grant requests with our staff before beginning the application process. Grant deadlines and application forms are available for download at www.cnycf.org/grants, or by calling our office at 315-422-9538. We also offer Meet the Foundations opportunities multiple times during the year in Onondaga and Madison counties in collaboration with other funders. The sessions are free and assist applicants in learning more about the application and funding processes. Visit www.cnycf.org for a full list of upcoming events.
We also launched the Performance Management Learning Community. Read more on page 8.
grantmaking
The Nonprofit Essentials Workshops Series (NEWS) was launched this year to offer the nonprofit community a variety of tools for professional and organizational development. A broad range of helpful topics—from business planning to program evaluation—will help strengthen our region’s nonprofit sector.
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Reach
reach for the stars
S
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Shawndell Burden, owner of Goode Looks Salon located in the
ne
Spa at 500 on West Onondaga Street, styles her sister, Annette.
wh eights
hawndell Burden tried several times to apply for a business loan to expand her hair salon, but she was always declined. One banker even said that her business idea was crazy and that she was sure to fail. Never losing sight of her dream, Shawndell kept trying. Now, she is one of the first funding recipients of the Near Westside Initiative’s Microloan Program, created for existing businesses and aspiring entrepreneurs located in the Near Westside neighborhood of Syracuse. A Community Foundation grant served as a loan-guarantee to help make the program possible. In its efforts to revitalize one of the poorest neighborhoods in the United States, the Near Westside Initiative recognizes the importance of a strong local business community. Small businesses create job opportunities for residents and foster organic wealth creation, but the types
of business loans that most banks offer are too large for their needs. In response, the Near Westside Initiative created a new microloan program in collaboration with Syracuse Cooperative Federal Credit Union that allows neighborhood businesses to apply for smaller loans that are a better fit for their business plans. In addition, each recipient works one-on-one with a local business consultant who can help guide them after the loan is awarded. Shawndell credits the unique program with helping her fine tune her business plan to make it more desirable for a loan. Now she is on track to expand her salon business by hiring five new employees and renovating to make room for her expanded client base. Her story proves that a positive outlook, strong determination and smart ideas can take you to new heights.
Share Your Wisdom : Become a Donor The desire to give reveals the best in each of us—our greatest motives as members of a community and our finest values as individuals. When you work with the Central New York Community Foundation, we make it easy for you to make the most of your giving. We pride ourselves on being able to offer you flexible and customized ways to give, listening to your goals and helping you create a plan that fits your needs. Your charitable giving priorities are unique, so we start by listening to you. Our broad range of fund types makes it easy to find the right fit based on your goals.
Which fund is right for you?
On the next few pages, you will find short descriptions of our various types of funds, each of them uniquely suited to address specific charitable objectives. Call us when you’re ready to talk about a giving plan that meets your needs.
Which assets can you donate?
The flexibility of the Community Foundation also extends to the types of assets that can be gifted. From the standard cash or publicly traded stock, to more complex gifts like real estate and stock in closely-held businesses, the variety of assets that can be accommodated is almost limitless.
When is the right time to give?
There are a number of factors to weigh when making this determination and only you can decide what fits your particular situation—giving now, deferring your giving, or leaving a legacy. Our donors choose to build their funds through a combination of the following options: GIVE NOW: An immediate gift creates a fund from which grants can be made during your lifetime and continue long after you are gone. GIVE LATER: You may choose to set up a fund through a deferred giving arrangement. Many estate plans are structured to secure tax advantages now while making a commitment to a future charitable gift. Deferred gifts include charitable remainder trusts, charitable gift annuities and charitable lead trusts. They can be created with assets such as real estate, life insurance or retirement plan assets. LEAVE A LEGACY: You may leave a gift to the Community Foundation through a charitable provision in your will or trust.
An alternative to a private foundation
A fund at the Community Foundation provides an attractive alternative to a private foundation. Creating and maintaining a private foundation involves many regulatory requirements and administrative burdens. Our professional staff take care of all administrative and grantmaking activities, allowing you to focus on the rewarding task of supporting your favorite causes. As part of a public charity, a fund at the Community Foundation offers greater tax benefits and more privacy, too. If you have a private foundation already, it is not too late to take advantage of the Community Foundation’s services. Our staff has extensive experience facilitating the transition of all or part of the assets of a private foundation to a fund at the Community Foundation.
Getting started
Indicating your interest in charitable giving to your professional advisors is a great way to make sure that your financial and estate plans accomplish all of your short- and long-term goals. Professional advisors can use their knowledge of your personal situation to recommend gift timing and asset choices most advantageous for you.
giving
The Community Foundation’s development staff is available to talk through any of your questions and guide you through the process of establishing your giving plan. Call 315-422-9538 or visit www.cnycf.org for more information.
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Funds and Donors NEW FUNDS We gratefully acknowledge the generous community-minded individuals, families and organizations that established new funds at the Community Foundation this year. These funds will benefit the community now and for many generations to come. DESIGNATED FUNDS SARA Endowment Fund First taking to the water in 1899, the sport of rowing is one of the longest reigning sports in the region and in the history of Syracuse University. Over the past 100 years, the Orange have made their home on Onondaga Lake and have competed around the United States and in the Royal Henry Regatta in England. The Syracuse Alumni Rowing Association established this fund to aid, encourage, foster, support and promote the sport of rowing in Syracuse.
FIELD-OF-INTEREST FUNDS Domestic Violence Endowment & Support (DoVES) Fund Created by a caring and enthusiastic group of donors committed to ending violence against women and children, this fund provides aid to victims of domestic violence and the organizations that are dedicated to eradicating this injustice. Hearts in the Right Place Fund Oftentimes, those living with HIV and AIDS struggle to find the affordable housing and the support they need to avoid being homeless or living out their lives in hospitals. Concerned citizens established this fund to ensure that adequate housing and support services will be available to this vulnerable population and others far into the future. Jelly Bean Angel Fund for Innovation Created by Community Foundation board member Vicki Brackens in honor of her partner, Earlene, this fund will be used to catalyze the development of innovative ideas through the partnership of entrepreneurs and academic institutions. Priority will be given to programs that enhance opportunities for public-private partnerships and have a social and community benefit component as part of the intended collaboration outcome.
funds and donors
Tiny Rubenstein Animal Welfare Fund From mucking stalls to riding her horses in top-level dressage competitions, Tiny Rubenstein’s life revolved around her passion and concern for the welfare of all animals. Tiny’s legacy is reflected in the many animals that she rescued, treated and cared for so passionately and generously over her lifetime. Her husband of 30 years, Jeff, established this fund in her memory to support organizations that promote the health, safety, comfort and welfare of animals.
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DONOR-ADVISED FUNDS Amos Foundation Fund The Amos family carries a long history in Central New York. Owners of flour mills and a brick factory in the late-1800s, the family built the now Nationally Historic Amos Building, which sits on Water Street in downtown Syracuse. In addition, one family member—Jacob Amos— served as Mayor of Syracuse in 1892. Family members transferred the Amos Foundation to this fund to simplify their giving and continue their family’s support of the region in honor of its Central New York heritage. Grace Fund An anonymous donor established this fund to honor her family and to continue to put into practice the adage that “for those that much is given, much is expected.” This fund will support organizations and charitable causes important to the donor and her family. Judith S. & Stephen J. Graff Fund Professor Judith Graff established this fund with her husband, Stephen, before she lost her fouryear battle with lung cancer. A Master’s graduate of New York Medical College in Neurology/ Neuro Surgery and St. Bernard’s Institute in Theology, Professor Graff trained two generations of nurses at Onondaga Community College while also teaching, mentoring and giving retreats for lay ministry and diaconate students. In honor of Judith’s dedication to the field of nursing and the ministry, the fund will be used to support the enhancement of the nursing, healthcare and ministerial professions through scholarship assistance and faculty support. Robert Angelo Henty Foundation Fund The Robert Angelo Henty Foundation is dedicated to shining a light on those who need help to reach their goals. In the loving, bright spirit that Robert brought into the lives of those who knew him, his foundation funds educational and sports scholarships for deserving students. In addition, it provides funds for animal shelters and environmental causes. William Johnson Memorial Fund William was born in 1995 with a rare life-threatening congenital heart defect known as Hypoplastic Left Heart Syndrome. Due to surgery complications he was severely handicapped, non-verbal, and required many services in the form of therapies and special education. Sadly, at the age of 12, William’s heart could no longer keep up with the demands of his growing body and he passed away. An annual autumn run/walk was established in his memory with proceeds going to the William Johnson Memorial Fund. The fund will provide an annual award to a Baldwinsville senior pursuing a degree in the field of special education, physical therapy, speech pathology, occupational therapy, music therapy or vision therapy. The fund will also benefit the Upstate Golisano Children’s Hospital Pediatric Intensive Care Unit.
funds and donors
New York State Agricultural Society Fund Since 1832, the New York State Agricultural Society has served to foster, improve and promote the state’s diverse food and agricultural industry. The Society created this fund to help facilitate its mission of public education, leadership development and recognition of business excellence and individual achievement for the benefit of future generations of both producers and consumers.
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Marsellus Family Fund Four generations of the Marsellus family have contributed to and managed this charitable fund. Over the years, the Marsellus Sabbatical program and many hospitals, colleges, cultural, conservation and humanitarian organizations have received support and will continue to benefit from this family’s generosity. Marc Murray Memorial Fund After a seven-year battle with leukemia, Marc Murray of Tully passed away in February 2011 at the young age of 27. Marc’s doctors painted a bleak picture at the time of his diagnosis in 2004, giving him less than a five-percent chance of survival. Nevertheless, Marc persevered and was able to return home and establish a successful career in internet and search engine strategy operations. Although his cancer returned in 2008 and he underwent a Bone Marrow Transplant, Marc never lost his fighting spirit or sense of humor. Marc’s life was not defined by his illness, but by his indomitable spirit. It was that spirit that inspired his family to establish this fund in his memory to support the needs of other young adults battling terminal illness. Lon T. Palmer Music Education Fund First Lieutenant Lon T. Palmer, commander of the 504th Air Force Band, was a life-long teacher who saw music as an integral part of a well-rounded education. He believed that music was a powerful engine for tolerance and a fundamental language with unifying qualities. To honor his legacy and to carry on his work, the Lon T. Palmer Music Education Fund works in cooperation with public school music programs and offers financial assistance for special programming that promotes inclusive, participatory music education. Peddler Foundation In 1902, Philip Roth immigrated from Lithuania to Syracuse, New York, where, with few resources, he established himself as a “peddler” of various goods. He worked tirelessly to develop a business that would enable his entire family to join him in the United States. Mr. Roth ultimately grew his efforts into two well-established local companies—Roth Steel and Roth Brothers Smelting. Philip Roth was a Central New York philanthropist, not because he sought prestige, but because he wanted to contribute meaningfully to his new community and further shape its growth. Philip Roth’s granddaughter, Philippe Schwimmer, and her husband Jeremy used their private foundation to create this fund to continue their family’s legacy of giving. Bryan M. Place Charitable Fund Bryan M. Place passed away unexpectedly in January 2010. His family and friends organized this fund in his honor, recognizing his substantial commitment to the local community. His wife and four children wished to honor Bryan by perpetuating his commitment to helping the families of Central New York, as well as to continue his mission to make his small section of the world a better place. The fund will be used to benefit several local charities, including Catholic Charities of Central New York, for which Brian served as a board member.
funds and donors
Rapha Community Fund The Rapha Community, whose name comes from the Hebrew word for healing, began in the late 1960’s as a house church and has evolved into a small ecumenical faith community that operates through shared leadership and decisions made by consensus. Members of the Community formed this giving circle to make a significant impact on modest projects that address their stated values—fostering community, reducing human suffering, enhancing human capacity, and protecting and cherishing the earth.
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Rita L. Reicher Fund Rita Reicher, a board member of the Community Foundation, established this fund to support her broad charitable interests. Her current focus is on organizations that serve the immediate needs of economically disadvantaged and underserved children. During her lifetime, Rita plans to use the fund to engage in charitable giving with her children. After that time, the remaining funds will be entrusted with the Community Foundation in perpetuity to safeguard and distribute in a way that best meets the current needs of the community.
Sean M. Samolis Memorial Fund Sean Samolis, a 2010 graduate of Jamesville-Dewitt High School, passed away unexpectedly at the age of 19. Sean was a founding team member of the Syracuse Silverbacks Youth Rugby team, an avid snowboarder and enjoyed dog sled racing, a hobby shared with his grandfather. His parents established this fund in his memory to assist a variety of causes their son would have supported. Jenni-Lyn Watson Memorial Fund Jenni-Lyn Watson, 20, of Liverpool passed away in November 2010. She was a graduate of Liverpool High School and a Dance Major at Mercyhurst College in Erie, PA. She was also a Company Member of SoMar Dance Works in Erie. Jenni-Lyn loved the arts, including drawing, photography and dance. She danced the lead role of Rudolph in the “Adventures of Rudolph.” Jenni-Lyn was part of the community cast for numerous productions of the “Nutcracker” with the Moscow Ballet and the North Carolina Dance Theatre in conjunction with the Syracuse Symphony. This fund was established by her family to further enhance the Central New York arts landscape in her memory. Donors established the following additional donor-advised funds to increase their charitable impact and simplify giving. Richard & Marilyn Alberding Charitable Fund David & Amy Allyn Foundation Mark B. Allyn Fund Phillip & Helen Buck Family Fund Ruth J. and Robert Colvin Fund Fisher Family Fund Kraly Family Fund Lantzy Family Fund Gwyn K. and Patrick A. Mannion Fund Ruth C. Putter Fund Lynn H. & Corinne Roth Smith Fund SCHOLARSHIP FUNDS Joshua Allyn Engineering Scholarship Fund This fund, established by Joshua Allyn, awards an annual scholarship to children or grandchildren of full-time employees of Welch Allyn at its Skaneateles Falls facility. Scholarship recipients will attend colleges or universities in pursuit of a degree in the field of engineering.
The Say Yes Reisman Scholarship Endowment Fund Dorothy and Marshall M. Reisman owned the Wine Merchants, Ltd. Companies for more than 50 years. Throughout their lives, the Reismans were passionate supporters of community organizations in Central New York, including the Community Foundation. A successful entrepreneur in many business ventures, including wholesale wine distribution, janitorial services and car rental franchises, Marshall was always willing to give an opportunity to someone who had a desire to succeed. The fund will be used to benefit the Say Yes to Education Scholarship Fund, which provides college scholarships to graduates of the Syracuse City School District.
funds and donors
William & Helen Burke Memorial Fund William and Helen Burke, long-time residents of Tully, raised their six children to understand the importance of personal values and involvement in the community. During the last years of their parents’ lives, the family became aware of the need for qualified social and medical services at all levels of the provider scale. The family established this fund to support the aspirations of graduates from Tully High School who are interested in nursing, social services, health sciences, medicine or related areas of study.
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Mary Beth Thorne, child advocate, and Kimberly Norton simulate a one-onone interview at the new McMahon/ Ryan Child Advocacy Site in Syracuse.
Co
lla bo
rat e
for a cause
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hen children report abuse, they are often sent on a dizzying and confusing journey to meet with numerous investigative and support agencies housed in various locations. Telling a story of abuse more than once can cause additional trauma and stress in a child as well as affect the quality of interviews. Onondaga County needed a child-centered place where abused children could go to receive all the investigative, medical, therapeutic and support services they required in one place. The McMahon/ Ryan Child Advocacy Center took up this cause and expanded to a new, larger location on East Fayette Street in Syracuse. The three-story historic building was renovated into a state-of-the-art facility that provides McMahon/Ryan with 10 times the space it had in its previous location, allowing multiple agencies to serve the needs of vulnerable victims under one
roof. The interior, adorned with warm colors and fun design details, provides a welcoming atmosphere. Child-friendly furniture funded by a Community Foundation grant helps make the location comfortable for all visitors. Child abuse is a complex community problem that requires the combined expertise and teamwork of a multidisciplinary coalition. The Center provides all of the necessary services in one safe space, improving response time and saving approximately $1,000 in expenses per child. Through collaboration, our community is better positioned to fight child abuse by facilitating prevention, investigation and treatment. Our most vulnerable victims deserve no less.
The following pages list the more than 550 funds established at the Community Foundation during its 84-year history. There are so many stories behind each of these funds that we cannot fit them on these pages. You may visit www.cnycf.org to read full descriptions of many of these funds. Each fund has its own purpose and history, but all of them gain strength from being managed together. The Community Foundation is honored to serve as the steward of these funds, striving to make our community stronger today and in the future. Peggy Ogden Community Fund
The Community Foundation depends on its Unrestricted Funds to proactively address the changing needs of the community and support innovative responses. Our unrestricted fundholders have established legacies that provide flexible support to meet the challenges of tomorrow. Charlotte and Donald Ball Fund
2000
The Benji Fund
1984
Besse Family Fund
1999
Charles F. Brannock Fund
1995
Shirley M. Brennan Fund
1996
William L. Broad Fund
2001
Elizabeth Salisbury Brooks Fund
1991
Kenneth P. & Charlotte C. Buckley Fund
Dorothy M. Olds Fund Theodore & Marjorie B. Pierson Fund Robert A. & Winifred S. Pond Family Fund Brian Cole Retan Memorial Fund James A. & McDowell Smith Reynolds Fund
2008 Kathleen Sill Hoffman Hershberger Memorial Fund 2001 Rodney L. Keech Trust & Belle Keech 1999 Trust Fund 1993 2001
2002 Phyllis M. Newland Fund
2004
Park Central Presbyterian Church 1974 Memorial Endowment Fund & St. Paul’s Cathedral Endowment Fund
1995
Robert & Dorothy Riester Fund for Stone Quarry Hill Art Park Preservation
2003
Lettie H. Rohrig Fund
1998
Designated Funds
Mary Frances Costello Fund
1999 donors to support one or more of their favorite nonprofit organizations. Many 1927 organizations receive crucial annual 1998 support from these funds.
Alfred & Grace Dibella Fund
1994
Margaret J. Early Fund
2008
Carlton R. Estey Fund
1996
Alice M. Gaylord Trusts
1999
Hills Family Fund
1991
I.A. Hotze Fund
1989
Iaconis, Iaconis & Baum Fund
1998
Marjorie D. Kienzle Fund
2004
Alicia A. & George W. Lee Fund
1983
L.C. Maier Community Fund
1960
John F. Marsellus Fund
Susan Atseff Fund Dr. Gerald S. Bers Memorial Fund
1998 BWG’s Rainbow Fund 1993 Dorothy Calingaert Fund 1980
Gay D. Marsellus Fund
Anonymous #26 Fund
Boys & Girls Clubs of Syracuse 1979 Endowment Fund 1968 George J. & Kathryn H. Buchholtz Fund
Anthony A. & Susan E. Henninger Memorial Fund
2010
Forrest H. Witmeyer Fund
Frances M. Thompson Fund
1999 Designated Funds are established by
Frances Singer Hennessy Fund
2008
Russell A. & Joan S. King Fund #3
2007
Levi & Alice Smith Fund
Clarke Family Fund
Carroll A. Hennessy Fund
Russell A. & Joan S. King Fund #2
1979 Peter Mermer Memorial Fund
Frederick B. & Laura B. Scott Fund
1959
Frances E. & John S. Hancock Fund
2004
The Witherill Fund
Helene C. Schroeder Fund
Philip R. & Elizabeth E. Chase Fund
Minnie O. Goodman Estate Fund
Pamela Ball Kettell Memorial Fund
Olga Dietz Turner Fund
Robert M. & Dorothy M. Salisbury Fund
Thomas & Mary Cabasino Fund
Community Fund
1991
1981 George & Luella Krahl Designated Fund 1971 Margaret McAlpine Ladd 2008 Memorial Fund 1969 Marvin Lewis Memorial Fund 2003 Herbert Lourie Memorial Fund 2001 Jim Marshall Farms Foundation 1982 Endowment Fund
1993 Arthur W. & Mabel P. Wrieden Memorial Fund 2004
Solly & Belle Cohen Fund
2010
John A. Santelli Fund SARA Endowment Fund
2007 2008 2003 1987 2010
2008
Harvey M. & Helen H. Sass 2004 Endowment Fund 1999 Ralph Myron Sayer and Sophrona Davis Sayer Endowment Fund 2005 Emojean and Leonard F. Schmidt Designated Fund 1996 Sr. Camilla Smith Memorial 1998 Scholarship Fund 2011 Lowell Smith
2011 1981 2008 2007 2005
2008 Circle Of Courage Fund
2005
Contact/Syracuse Endowment Fund
1996 Susan Spencer Memorial Fund
2000
Edwin F. and Delores P. Davis Fund
2008 Craig D. Stephens Memorial Fund
1999
Frances P. DiBella Fund
1996 Stohrer Family Fund
1999
Mary Louise Dunn Fund
1996 Louise B. Tuttle Local Mission Fund
2008
Margaret J. Early Designated Fund
2008 Gail J. Weinstein Memorial Fund
2008
Paul M. Engle Fund #2
2008 Whitmore Christian Fund
2004
Everson Museum Endowment Fund
1993 Witherill Fund for Cazenovia College
1998
2006 Witherill Fund for Le Moyne College
1998
Falcone Family Community 1999 Endowment Fund 1979 Curtis & Toni Feldmann Skaneateles
Helen Hancock McClintock Fund
1993 Historical Society Fund
James & Aileen Miller Fund
2010 Fragnoli Family Fund #2
2007 Witherill Fund for Syracuse University 2008
Donald C. & Marion F. Newton Fund
1987 Friends of Pro-Fac Fund
2010
1998
funds and donors
Unrestricted Funds
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Field-of-Interest Funds
Field-of-Interest fundholders have chosen one or more focal points for their giving, often based on their personal interests. Funding is given to the donor’s favorite region or cause, while remaining flexible to meet changing community needs in the focus areas over time.
Domestic Violence Endowment & Support (DoVES) Fund
Henry A. Panasci, Jr. Fund for 2011 Lewy Body Research
2005
M. Harold & Frances M. Dwyer Fund
2000 J. Daniel and Diane Pluff Fund
2010
Education Endowment Fund
2000 Tiny Rubenstein Animal Welfare Fund
2011
Harold & Marian Edwards and O.M. Edwards Co. Fund
1962
Durston Sanford & Doris Sanford Fund
2007
Environmental Fund The Fenstermacher Fund Future Fund of Central New York
Shirley M. Aubrey Fund
2007 John M. & Mary L. Gallinger Fund
William D. Barnet Memorial Scholarship Fund
1982
Walter Brooks Memorial Fund
2003
GLBT Community Fund Joseph C. Georg Estate Fund
Cayuga Community Fund
Greater Pulaski Community 2004 Endowment Fund 2008 Hearts In The Right Place Fund
Cazenovia School District Student Incentive Fund
1998
Community Council On Careers Fund
1993
Carriage House Foundation Fund
Flora Mather Hosmer Fund John H. & Mary P. Hughes Fund
Coon Fund
Jordan-Elbridge Youth 2009 Endowment Fund 2007 Faith T. Knapp Memorial Fund
J. Henry & Martha E. Deboer Fund
1979 Lewis-Trinity Fund
Community Literacy Fund
Christine S. Nazzaro Memorial Fund
Dorothy R. Shoudy Memorial 2002 Hearing Impaired Fund 2001 Virginia C. Simons & Dr. C. Adele Brown Fund 2004 Spanfelner Fund 2010 Allen Speiser Memorial Vocational 2006 Rehabilitation Fund 1987 Staff Advancement Endowment Fund 1991 Syracuse Dispensary Fund & 2011 Syracuse Dispensary Designated Purpose Fund 1981 Syracuse SIDS Prevention Fund 1972 Walter A. Thayer Fund
1999 2001 2000
1966 2007 1992 1999
2005 Youth in Philanthropy Endowment Fund 1994
2002
1996
T
he Community Foundation’s Affiliate Funds are field-of-interest funds directed by outside advisory groups. Each affiliate fund experienced a strong grantmaking season in 2010. Combined, these powerful funds distributed $64,204 in grants to 40 nonprofit organizations, reflecting the strength and impact a union of gifts can have in a community when combined with the power of endowed philanthropy. The Women’s Fund of Central New York In spring 2011, The Women’s Fund awarded $22,175 in grants to 12 nonprofit organizations. The Fund supports programs and projects that enable women and girls to become economically self-sufficient and achieve their full potential as members of the community. Since its inception in 1998, the Women’s Fund has provided over 50 grants, totaling more than $108,000, to programs that support, empower and promote the advancement and full participation of women and girls in Central New York. The Future Fund of Central New York The Future Fund of Central New York is a member-driven giving circle established to involve and empower emerging philanthropists. Each year, the Future Fund’s membership votes on a specific program area to support through its grantmaking. In April 2010, the Future Fund awarded a $5,000 grant to Mercy Works to support the organization’s seven-week professional workforce development program. Since its inception in 2004, the Future Fund has awarded seven grants, totaling $35,000 to Central New York organizations.
funds and donors
1998
1998 Women’s Fund of Central New York
Affiliate Funds
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2008
The Greater Pulaski Community Endowment Fund The Greater Pulaski Community Endowment Fund, a combination of gifts contributed by the people of the Pulaski community, awarded $12,029 in grants in fiscal year 2011. The Fund provides grants to nonprofit organizations addressing community needs in the Village of Pulaski and the Town of Richland. Since its inception in 1992, the Fund has provided more than $175,000 in grants to benefit the Pulaski community. The Cayuga Community Fund The Cayuga Community Fund celebrated its first grantmaking year in fiscal year 2011 by awarding $25,000 in grants to 23 programs in Cayuga County across a diverse spectrum of program areas. Created in 2008, the Cayuga Community Fund is a geographically-specific fund that benefits residents by serving as a source of permanent charitable dollars available to local nonprofits.
Scholarship Funds, often created in honor or in memory of a loved one, award annual scholarships to deserving students of our local schools. Many often exemplify the goals and values of the person for whom the fund was established. Joshua Allyn Engineering Scholarship Fund
Express Mart Scholarship Fund
1997 Dr. Sanford & Claire Levy Fund
1996
Jessica Rikki Flegal Memorial Fund
2002 Eddye Hurley Hooper Logan Scholarship Fund
2005
Jack Gallaher Workforce Preparation Helping Hand Fund Jon E. Gammage, Jr. Scholarship Fund Mary & Eddie Giemza and Richard Balduzzi Scholarship Fund Catherine L. Golden Memorial Scholarship Fund
2011 Tucker Goodfellow Memorial Scholarship Fund 1997 Alpha Kappa Alpha Fund Sean M. Googin Scholarship Fund Abraham Altman Scholarship Fund 1998 Greater Cazenovia Area Chamber of Buzz Ballway Scholarship Fund 2007 Commerce Scholarship Fund John D. (Bucky) Bennett Scholarship Fund 2000 Jenna Christine Grieshaber Scholarship Fund Binghamton Patriot Educational Scholarship Fund 1985 Carol Hansen & Ethel Bauder Fund Blasland, Bouck & Lee Scholarship Fund 1998 Carroll A. Hennessy Scholarship Fund G. Ray Bodley High School Gordon and Kathleen Hershberger Fund Class of 1953 Scholarship Fund 2004 Frederick M. Holmes, DVM Robert F. Borgognoni Memorial Scholarship Fund Scholarship Fund 2003 Jack Holmes Scholarship Fund Laurie Kennedy Bosso Memorial Scholarship Fund 2002 Daniel Frederick Holt Memorial Scholarship Fund Adam Bouchard Scholarship Fund 2003 Kara Hood Memorial Scholarship Fund Pamela S. Braund Memorial Scholarship Fund 1987 Peter P. Huntington, M.D. Nursing Scholarship Fund Peter A. Brevett Scholarship Fund 1999 Earl & Kay Hurd Memorial Rocco Bufano Scholarship Fund Scholarship Fund of Konosioni Lodge #950 1994 Robert & Roberta Hurd Scholarship Fund William & Helen Burke Memorial Fund 2011 Victor Kalilec Memorial Scholarship Fund Camillus Optimist Community Service Awards Fund 2002 Kappa Alpha Psi / M. Gilbert Kirkland Scholarship Fund Frederick P. Cargian Jamesville-Dewitt Memorial Scholarship Fund 2003 Monica L. Keator Scholarship Fund Cazenovia College/Leland Stanford Scholarship Fund
1998
Frederick K. Kilian Memorial Fund
Kiwanis Club Of North Syracuse Cazenovia High School Scholarship Fund 1997 Scholarship Fund Suzanne Civitello Memorial Scholarship Fund CURN Scholarship Fund R. Burkett & Kathleen H. Curtiss Fund Daily Orange Minority Journalism Scholarship Fund Anne L. & Lawrence D. Daley Scholarship Fund Delta Sigma Theta Fund Robert DiFlorio Scholarship Fund Dennis Dowdell Scholarship Fund Trooper William G. Doyle Memorial Scholarship Fund
John H. Koerner, Jr. Memorial 2000 Scholarship Fund
1998 Frederic Luther Memorial Scholarship Fund 1996 Yates Mahaffey Scholarship Fund
2006 2007
2007 Ferdinand & Emilie Maltzan Memorial Fund
1996
2005 Ralph G. Martell Scholarship Fund
2006
Vincent & Helen Mascette 2000 Scholarship Fund
1991
2003 Kevin McCabe Memorial Scholarship Fund
1995
2000 Bruce McCormick Music Scholarship Fund
1975
1997 Christine M. McHugh Memorial Scholarship Fund 2003 Joel David Namy Scholarship Fund 1998 Marshall A. Nelson Urban Minority 2008 Scholarship Fund
1998
Robert W. Oliver Scholarship Fund
1988
Gregory D. Peterson Memorial Scholarship Fund
2004
1998 1998
Sarah Lombardi Pietrafesa 2001 Scholarship Fund 2001 Nettie D. Plummer Scholarship Fund 2001
2003 2009
2007 2006
N. James Polney Scholarship Funds
1968
Poole Scholarship Fund
1996
2000 Holly Prentice Memorial Scholarship Fund 1993 Pulaski Academy & Central School 2010 Scholarship Fund
2003 2006
Pulaski Academy Alumni Association 1996 Scholarship Fund 1995 Say Yes Reisman Scholarship 2003 Endowment Fund
2011
Mary-Jo Tout Rosenblatt 1995 Scholarship Fund
2006
1974
Say Yes To Education Fund
Sam & Julia Selkowitz Community Fund 2007 Honorable Beatrice Krupkin Lura M. Sharp Scholarship Fund Scholarship Fund 1998 2006 Michael J. Sheridan Memorial John Joseph Lamanche Scholarship Fund 2002 Scholarship Fund Lambda Kappa Mu / Eunice Randle Fund 1999 2006 Henry C. and Dorothy R. Shoudy Aurelia Crespo-Carlos Lavezzari Memorial Scholarship Fund 1996 2000 Latinoamericano Scholarship Fund Carleton B. Simon Scholarship Fund 1996 Lavallees Black Belt Sarah E. Smith Scholarship Fund Champions Scholarship Fund 2010 1996 Snow Community Service A.L. Lee Memorial Hospital Scholarship Scholarship Fund 1998 in the Names of Gertrude Case Kesterke, Yvonne Arnold and Allen Spaights Memorial Music 2010 Scholarship Fund 1968 Adolph Kalafarski
2007
2008 1959 2007 1991 2008 1999 2007 2006 2002
Deb Duethorn Memorial Scholarship Fund 1997 Thomas E. Lempges Scholarship Fund
2004 Spanfelner Scholarship Fund
1999
Zach Emerton Memorial Scholarship Fund 2002 Earl H. Levesque Scholarship Fund
2003 Dr. Edward Sprague Scholarship Fund
2006
funds and donors
Scholarship Funds
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D
big m a re
Doreen Gratton, Family Support Worker for the Community Action Partnership of Madison County, conducts a parentplay session with the Bouffard family in the agency’s new community center in Canastota.
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n any given day, hundreds of people may cross the threshold of the Community Action Partnership of Madison County (CAP) in Canastota. But it wasn’t always easy. Once housed in a small office, its old location was not sufficient to meet the needs of its nearly 12,000 low-income clients. A Community Foundation grant helped CAP build a new 4,500 square foot modular office building, more than quadrupling its available space. The resulting community center now serves as a central location for support and resources that help people realize their strengths, make good choices and lift themselves out of poverty. Multiple programs in the areas of housing assistance, early childhood and family & youth are now centralized.
The new building offers a place where CAP consumers can come together for support and access community resources in a safe environment. Collaboration abounds as other human service groups are also taking advantage of this centralized location and private rooms to meet with clients. The next phase of the project— transitional shelter apartments for the homeless—will be built alongside the center. Two years ago, the staff of Madison County CAP imagined a great dream— a centralized location that could serve its clients holistically. Now that vision has come true. As CAP staff see their clients making use of the full range of services in the convenience of one location, they know that great things are possible.
Syracuse Children’s ChorusDr. Donna Beth Price Fund
2007 Bernard B. & Ona Cohn Bregman Family Fund
1985
Shannon Elizabeth Thomas Memorial Fund
2002
Trufant Family Scholarship Fund
2008
Tully Central School District Scholarship Fund
1999
Donor-Advised Funds are established by individuals, families or businesses that choose to be actively involved in the grantmaking process. Donors with a range of community interests find these to be an ideal tool for conveniently fulfilling charitable wishes. Richard & Marilyn Alberding Charitable Fund
2011
David & Amy Allyn Foundation
2011
Mark B. Allyn Fund
2011
Amos Foundation Fund
2011
Anonymous #23 Fund
1997
Anonymous #25 Fund
2003
Anonymous #27 Fund
2005
Anonymous #28 Fund
2010
Anonymous #30 Fund
2010
Anonymous #31 Fund
2010
Appleknocker Fund
2007
Eugene G. Armani Fund
1997
Kathie Y. & Richard W. Arnold Fund
2005
Peggy & Tim Atseff Fund
2001
Edward J. Audi Fund
2005
B & B Lumber Co., Inc. Fund
1986
1994 2005
Arthur & Ester Brooks Fund
2005 Catherine A. & Kenneth E. Gale Fund
1998
Frank & Marie Brownell Fund
1997 Nan & Howard Gartner Fund
1995
Phillip & Helen Buck Family Fund
2011 Gary & Maureen Germain Fund
2006
Craig & Carol Buckhout Family Fund
2007
Rev. Karen V. & Albert J. Budney Fund
2001
Jane Burkhead and L. Ted Utter Family Scholarship Fund 1997 Robert S. Sarason Fund James R. Ward Memorial Scholarship Fund 1998 Burns Brothers Foundation Fund Michele J. West Scholarship Fund 2007 James & Kathleen Burns Fund Dorothy Wheeler Scholarship Fund 2000 CABLExpress Charitable Fund Harold Youker Athletic Scholarship Fund 2007 Patricia M. & Vincent H. Callahan Fund Stanley F. & Arlene H. Young Russell & Nancy Carlson Fund Memorial Education Fund 1999 Cashier Family Fund
Donor-Advised Funds
Dr. Frank L. Frani Fund
Dr. Gloria Fuller-Kimbrough 2010 Memorial Fund
1997 Brod Family Fund
Sarah Theiner Memorial Scholarship Fund
2000
2004 1994 2000 2002 1988 2001 2007
Central New York Traditional Music Fund 2010 Mary Ellen Ash Clark Memorial Fund
2003
Kay Clarke Fund
2008
Lewis & Annette Goodman Fund
1998
Grace Fund
2011
Judith S. & Stephen J. Graff Fund
2011
Edward & Joan Green Fund
1986
Virginia Sayre Hamlin Fund
2001
Hancock & Estabrook LLP Fund
2004
Hancock Community Fund
1962
Stewart F. Hancock, Jr. Fund
1999
Hansen Family Fund
2005
F. Michael Harms Memorial Fund
1981
Helen R. Harris Memorial Fund
2004
Haylor Family Charitable Fund
1981
Haylor, Freyer & Coon Fund
1983
Mary L. Cotter Fund
Henderson-Johnson Co. 2005 Community Fund 2004 Robert Angelo Henty 2005 Foundation Fund
Dale Family Fund
1986 Richard & Janice Hezel Fund
Sidney & Carol Dana Fund
1990 Ann Mawhinney Hodgkins Memorial Fund 2001 H. Follett Hodgkins Fund 1992 Barbara & David Holstein Fund 1997 Charlotte & Alexander Holstein Fund 1997 The Holtz Family Fund 2010 Homan Family Fund 1983 Hood Family Fund 1997 Herbert S. and Eleanore L. Howard 1979 Charitable Foundation 2003 Hueber-Breuer Foundation Fund 2008 Molly A. Hughes Family Fund 1999 Dr. Peter & Mary Huntington Fund 2004 Judith & Giampaolo Huober Fund 2006 Sandra Hurd & Joel Potash Fund 2001 Incaudo Family Fund 1998 Dorothy Retan Irish Fund
Paul & Linda Cohen Fund Michael J. Connor Fund
Michael G. D’Avirro Fund Louie Davis Memorial Fund Carol F. Davison Fund Derrenbacker Family Fund Dewitt Rotary Charitable Fund Diefendorf Fund Gerry J. & Cynthia G. Dietz Fund John S. & Julia G. Dietz Fund Seanna M. Donley Memorial Fund Peter A. & Brigid F. Dunn Family Fund James J. Dwyer, Jr. Memorial Fund Thomas & Elna Dwyer Childrens Fund The Empowerment Fund Engel Family Fund Paul M. Engle Fund
Gail & Dennis Baldwin Fund
Michael J. & Noreen R. Falcone 2002 & Family Fund
The Ballway Fund
2007 Corinne H. Farnham Fund
2005
Ronald R. & Carole S. Beckman Fund
1994 Marion H. & Michael S. Fish Fund
2001
R.R. & C.S. Beckman Family Fund
1998 Fisher Family Fund
2011
Erna Hofmann Berwick Fund
1995 Forbes-McNeilly Family Fund
2007
Lillie & Asher Black Fund
1999 Dorothea Fowler Fund
2000
William T. & Ruth S. Bradner Fund
1986 Fragnoli Family Fund
2001
1981
1969 2011 2006 2006 1978 1992 1982 2006 1996 1997 2005 1991 1999 1997 2004 2002 1991 1992
Elaine & Steven Jacobs Foundation Fund 1987 Jaquith Industries Fund
1978
William Johnson Memorial Fund
2011
Jubilee Fund
2003
Bernard T. & Margaret L. King Fund
1997
Russell A. & Joan S. King Fund
1999
John H. Koerner Fund
1997
The Kraly Family Fund
2011
funds and donors
Stickley Scholarship Fund
23
Lantzy Family Fund
2011 P-D Family Fund
1979 Ethel L. Skinner Fund
2004
Roland F. & Brigitte H. Link Fund
1997 Lon T. Palmer Music Education Fund
2011 Slotnick Family Fund
1985
Rosalia Hull & Robert H. Linn Fund
1986 Henry A. & Faye Panasci Fund
1986 Smarzo Family Fund
2006
Anne Gilmour Lloyd Family Fund
2007 Peddler Foundation Fund
2011 Frank V. & Janet J. Smith Fund
1999
Betty B. Lourie Fund
1997 Christopher Wood Phillips Fund
1993 Paula & Douglas Smith Family Fund
2008
James & Therese Luckett Fund
2000 Ralph & Barbara Phillips Fund
1993 Lynn H. & Corinne Roth Smith Fund
2011
Mackenzie Hughes LLP Fund
1986 Kathleen Murphy & Richard Pietrafesa, Jr. Family Fund 1998 Bryan M. Place Charitable Fund 1997 Jane & Nathan Podkaminer Fund 1999 POMCO Community Fund 2011 Pomeroy Family Fund 2000 Potter Family Fund
Paul & Kathleen Solomon Community 2005 Charitable Endowment Fund
1998
2011 Solomon Family Fund
1996
1995 Carol & Dirk Sonneborn Fund
2001
2004 James & Marcene Sonneborn Fund
2003
2004 Richard H. Spencer Fund
1979
2000 SRCTec Corporate Community Fund
2008
2006 Ruth C. Putter Fund
2011 Stardust Charitable Fund
2006
Marsellus Family Fund
2011 R & R Community Arts Fund
1999 Edward Stephens Fund
1992
Candace & John Marsellus Fund
1981 Rapha Community Fund
2011 Ralph & Joann Stevens Fund
2002
Molly & Lloyd Martin Fund
1991 Margaret Raven Family Fund
2008 Carolyn & Ronald Stott Fund
2007
Raymond F. & Beverly Martino Fund
1986 Rita L. Reicher Fund
2011 Sykes Family Fund
2006
Hugh Joseph Matt Childrens Fund
2002 Jon L. & Joyce P. Regier Fund
Donald M. Mawhinney, Jr. Fund
1980 Dorothy & Marshall M. Reisman Fund
McCabe Family Fund
2002 Ridzi Family Fund
Wallace & Sally McDonald Fund
2007 Rivette Lamanna Careage Fund
Anne L. Messenger & Francis J. O’Connor Fund
2002
John & Carmella Mezzalingua Fund
2004
James and B.J. Mitscher Fund
2007
Miyasaki-Morris Imagine Fund
2008
Charles B. & Elsbeth W. Morgan Fund
1999
Morton Family Fund
1964
2010 Syracuse Inner City Rotary Club Philanthropy Fund 1980 Yvonne Tasker-Rothenberg Fund 2009 Robert J. & Margaret J. Theis Fund 2006 Larry & Sally Tully Fund 2007 Elizabeth V. Tumbridge Fund 1999 Jeff Unaitis Fund 2005 John L. & Frances M. Vensel Fund 1998 V.I.P. Structures Fund 1994 Michael & Julia Wamp Family Fund 2010 Barbara B. & Harold H. Wanamaker Fund 1999 Donald & Hilda Watrous Fund 2010 Jenni-Lyn Watson Memorial Fund 2006 Scott and Deborah Webster Fund 2005 Nancy & Robert Weed Family Fund 2011 Wheler Family Fund 1968 Joseph & Rosemary Wiedenbeck 1990 Family Fund 1998 Carol N. Weiss Fund
James E. Mackin Fund Henry R. Mahshie Fund Maier Family Community Fund Gwyn K. & Patrick A. Mannion Fund John F.X. Mannion Charitable Fund Nancy Fulmer & James F. Marquardt Fund
John & Ellie Mott Fund
2006
Eric & Judy Mower Fund
1998
Eileen C. & John J. Murphy, Jr. Fund
1979
Joanne & John J. Murphy III Fund
1983
H. Gillis & Letty M. Murray Fund
1960
Marc Murray Memorial Fund
2011
Newman Family Fund
1997
funds and donors
New York State Agricultural Society Fund 2011
24
Rodormer-Soule Family Fund Nancy M. & Stephen A. Rogers Fund Joseph & Lynne Romano Fund Rothenberg Fund Elaine Rubenstein Fund Rudnick Family Fund Rosalind & Seymour Rudolph Fund Rural/Metro Charitable Fund Russell-Simons-Rolf Family Fund Jalal and Mary Lou Sadrieh Fund Sean M. Samolis Memorial Fund Ernest L. & Dene A. Sarason Fund Phyllis & Doc Schwartz Fund Sears Family Fund
Niles Fund
Lowell A. Seifter and 2004 Sharon A. McAuliffe Fund
Paul & Daisy Nojaim Fund
2004 Shadowfax Charitable Fund
1995
Northrup Fund
1974 Indira and Mansukh J. Shah Fund
2004
O’Connor Family Fund
2004 Kenneth & Mary Ann Shaw Fund
2008
Thomas & Karen Olenych Fund
2005 The Shellenberger Family Fund
2004
Marian Oliver Fund
2005 James Shope Jr. Family Fund
2007
Oma Foundation Fund
2004 Rhoda Sikes Fund
2002
2006
2005 1998 1978 2002 2008 2006 2004 1998 2010 1998 1999 2011 2007 2008 1998 2007 2011
Jerome M. & Dorothy A. Wilson Fund
1986
Lee & Jim Wilson Fund
1988
Woodcock Dettor Family Fund
2010
Larry & B.J. Wright Charitable Fund
2002
Yeager-McLean Fund
2000
Organizations house endowment funds at the Community Foundation to help ensure a permanent source of income.
Designated Special Project Funds
Baltimore Woods Nature Center
These funds, sometimes with limited time frames, are used for special projects or endeavors that benefit 2000 our community.
Beaver Lake Nature Center
2004
Cathedral Square Development 1996 Corporation and Neighborhood Association Fund 1999 Dewitt Rotary Club
2009
2009 Centennial Project Fund
2004
First Baptist Church of Pulaski
1999 KJ’s Angels Fund
2010
Friends of Historic Onondaga Lake
2005
Matilda Joslyn Gage Foundation
2004
Girls Incorporated of Central New York
1996
Frank H. Hiscock Legal Aid Society
1999
Huntington Family Centers
1980
Interfaith Works of Central New York’s Nona D. Stewart Refugee Assistance
2003
Boys & Girls Clubs of Syracuse Lewis Engel Friends of Boys & Girls Clubs Finger Lakes Land Trust
Loretto Foundation
2008
Marcellus Athletic Booster Club
1999
Mental Health Association of Onondaga County
1999
North Syracuse Education Foundation
2009
Planned Parenthood of the Rochester/Syracuse Region
1976
Pulaski Historical Society
2007
Rape Crisis Center of Syracuse
1998
Signature Band & Choir Camp
2002
The 1890 House
1999
Tully Free Library
2002
funds and donors
Agency Funds
25
Forward Giving
Letty Murray sits in her home at The Nottingham alongside a photo from her wedding day
reach for the stars
in 1942.
26
L
etty Murray says being charitable just came naturally for her and her late husband, Gil. When Gil suggested that they open a donor-advised fund at the Community Foundation to help increase their charitable impact, she trusted his good judgment. That was in 1960, when donor-advised funds were a relatively new vehicle for giving. It turns out that the Murrays were philanthropic pioneers - one of the first donors to open such a fund at the Central New York Community Foundation. The Community Foundation now houses more than 230 donor-advised funds, serving donors that want to actively participate in the grantmaking process and retain flexibility while lessening the administrative burden of charitable giving.
Over the past 50 years, the Murrays used their fund to support causes they care about deeply. Letty continues her volunteer work and carries on the Murray family tradition of generous support for a number of local charities. She feels strongly that her family’s legacy of generosity should continue on long after she is gone, and has turned to the Community Foundation to carry that torch. Letty is trusting the Community Foundation to continue giving in the Murray name in perpetuity, supporting the greatest needs of the community. After all, we have been a trusted partner in her family’s charitable impact for more than half a century. What better way to honor Gil and to leave a lasting mark on the community they love.
Deferred Gifts
The Legacy Society
CHARITABLE GIFT ANNUITIES
Donors who understand the importance of a permanent community endowment have trusted the Community Foundation to carefully manage and distribute their charitable fund for generations. Too often in the past, generous gifts entrusted to the Central New York Community Foundation have gone unrecognized because they came at the end of a donor’s life. The Legacy Society provides a way to recognize and honor those individuals who plan to benefit the Community Foundation through their wills, qualified retirement plans, life insurance policies, trusts or pooled life income fund gifts. We thank them and appreciate their generosity and thoughtfulness.
Anonymous Elspeth J.C. Kerr John H. & Polly B. Koerner (2) Jon L. & Joyce P. Regier Betsy-Ann Stone
CHARITABLE REMAINDER TRUSTS
Anonymous (8) Ronald R. Beckman (2) William R. Clark, Jr. Peter J. Emerson Bertha L. Hurd William Porter & Lucinda Porter Ralph Myron Sayer & Sophrana Davis Sayer
LIFE INSURANCE
Anonymous (2) James R. Donley Paul M. Engle Barbara W. Genton John J. Murphy III Rhoda Sikes
POOLED LIFE INCOME
Virginia M. Debenedictis Dorris A. Fox Pauline M. Monz Sally S. Schenck Lillian Slutzker
Anonymous Funds (11) Lester C. Allen Eugene G. Armani Buzz Ballway Ronald & Carole Beckman Vicki Brackens Jack B. Capron William R. Clark Marilyn F. Crosby Virginia M. Debenedictis Bob & Joan Derrenbacker James R. Donley Peter J. Emerson Paul M. Engle Dorris A. Fox Florence G. Gaedeke Barbara W. Genton Viola M. Hall Mr. & Mrs. Burnett D. Haylor William & Sandra Hemmerlein Alexander & Charlotte Holstein Mr. & Mrs. Robert L. Hood Dr. Peter & Mary Huntington Robert & Roberta Hurd Dorothy R. Irish Elaine & Steven L. Jacobs Elspeth J.C. Kerr Gail M. Kinsella John H. & Polly B. Koerner Bruce Lane
James E. Mackin, Esq. Hon. Neal P. McCurn Elisa Mescon Anne L. Messenger Pauline M. Monz Stephen W. Moyer Mr. & Mrs. John J. Murphy III Theodore H. & Mary-Pat Northrup Margaret G. Ogden Richard B. & Neva S. Pilgrim Lucinda Porter Mr. & Mrs. William W. Porter Jon L. & Joyce P. Regier Roger & Margaret Reid Jeffrey Rubenstein Mrs. Benjamin R. Schenck Phyllis Schwartz Daniel P. Schwartz Bonnie & Richard Scolaro Karen R. Seymour Rhoda Sikes Lillian Slutzker Paul M. Solomon Betsy-Ann N. Stone Charles & Cynthia G. Tracy John S. Tuttle Franklin & Diane Wheelock Mr. & Mrs. A. Gordon Wheler Mr. & Mrs. J. Warren Young
If you would like to join this tradition of extraordinary generosity, please let us know so you can be recognized. We would be pleased to provide you with information necessary to make an informed giving decision.
funds and donors
The following donors have established planned gifts that will benefit the community after their deaths.
27
Community Fund Donors
The Community Fund gives us the resources and flexibility to respond to the most critical issues facing Central New York. The majority of our community grantmaking, special initiatives and civic engagement grants are made through this fund. The following gifts allow us to grow this permanent source of charitable dollars and are gratefully acknowledged.
Herbert S. & Eleanore L. Howard Charitable Fund Mr. & Mrs. Theodore F. Jarosz
Ann D’Amico and David Burns
Belle Keech Trust Fund
Edwin & H. Victoria Campbell
Rodney L. Keech Trust Fund
Rosemary Donaldson
Martha A. Keppler
Robert Doucette
Joseph B. Lee
David H. Northrup, Jr.
Mr. & Mrs. Arthur P. Albright
Melanie W. Littlejohn
Diane Apter
Mr. & Mrs. James MacKillop
Warren W. Bader
John Marsellus
Bonadio Group Community Support Fund
Molly & Lloyd Martin Fund
Alliance Investment Management
Vicki R. Brackens
Mary C. Meyer
AXA Advisors
Mr. & Mrs. Michael Burns
Mr. & Mrs. John C. Mott
The Bonadio Group
Mr. & Mrs. Richard Church
Joanne & John J. Murphy III Fund
C&S Companies
William R. Clark
Jennifer and John Owens
Central New York Business Journal
Mr. & Mrs. Samuel L. Coddington
Cheri B. Pangburn
Colonial Consulting
Dr. & Mrs. George H. Collins
Rita L. Reicher
Eastwood Litho
Community Learning and Information Center of Manlius
Elaine Rubenstein
Estate Planning Council of Central New York
Maria P. Russell Saul Schneier Trust
Financial Planning Association of Central New York
Judy A. Schmid
Green & Seifter Attorneys, PLLC
Phyllis & Doc Schwartz Fund
Integrated Software Systems
Shadowfax Charitable Fund
Mackenzie Hughes, LLP
Mansukh J. Shah
King & King Architects, LLP
Otis Shuart
Optimal Technologies
Rhoda L. Sikes
Pro Scapes
James D. Small
The Rulison Group, Morgan Stanley Smith Barney
Mr. & Mrs. Richard V. Cross Milton J. Crystal Dr. & Mrs. Jeffrey DeSimone Margaret J. Early Designated Fund Mark L. Feldman Gaylord Estate Edward W. Gibbin F. Robert Gilfoil, Jr. Mr. & Mrs. Richard Green Dr. & Mrs. Murray Grossman Linda Dickerson Hartsock Mr. & Mrs. Lawrence R. Hawkins Mr. and Mrs. William J. Hemmerlein Mr. & Mrs. William A. Hiller, Jr.
funds and donors
In Memory/In Honor Of
The following people were named with gifts to the Community Fund in their honor or memory.
James & Katrina Crocker
28
Mr. & Mrs. Joseph J. Hipius Madelyn H. Hornstein
Rolf Leininger Rosalia Hull & Robert H. Linn Fund
Solomon Family Fund Syracuse University Students Dr. & Mrs. Gregory A. Threatte Mr. & Mrs. Alexander J. Torelli, Jr. Mr. & Mrs. Anthony Viglietta VIP Structures Xtra Hardware
Community Funding Partners
The following organizations donated in-kind or monetary support towards our programming.
VIP Structures The Woodbine Group
Building Toward a Bright Future
The Allyn Foundation Community Health Foundation of Western & Central New York Junior League of Syracuse PHILANTHROPY CENTER NAMING GIFTS: Eleanore L. & Herbert S. Howard Board Room John F. Marsellus Conference Room Angel 00’s Corner PHILANTHROPY CENTER HONORARY NAMING GIFTS: Peggy Ogden Loft John Sanderson Dietz Conference Room Visit www.cnyphilanthropycenter.org to learn more.
T
he 2011 fiscal year was a monumental one for the Community Foundation for many reasons, not the least of which was the grand opening of the new CNY Philanthropy Center. After a year of renovations, we repurposed the century-old Greek Revival building that was once a private club into a dynamic community space that fits our needs and those of the Center’s tenants and many patrons. Working in a bright, open and sustainable building is wonderful, but we are most excited about the limitless possibilities the space provides for collaboration with a variety of people and organizations toward a common goal. The floor plan of the former University Club was redesigned to increase usable space and create multiple gathering rooms so that various meetings and events could be held at one time. Technological upgrades maximize presentation capabilities and interaction. The building’s new capabilities inspired enhancements to the Community Foundation’s programming targeted at strengthening local nonprofit organizations. This includes the launch of our first Nonprofit Essentials Workshop Series (NEWS), which offers a variety of tools for professional and organizational development to the nonprofit community. In addition, the building’s community space provides the perfect location for our new Performance Management Learning Community to meet monthly and share their project implementation experiences with each other. Dozens of organizations are also using the Center’s community spaces for their own programming this year. Everyone from civic groups, giving circles and community organizations to our own committees and board of directors have reserved the large Community Room and smaller meeting rooms to host presentations, meetings, press events, retreats and receptions. In our first six months of operation, we estimate that more than 200 meetings, presentations and events were held at the Philanthropy Center and countless individuals crossed its threshold to attend them. We know this is just the beginning for this great community space—one that has inspired new collaborations and ignited new ideas that will shape Central New York far into the future.
cny philanthropy center
PHILANTHROPY CENTER TENANTS:
29
Staff
Community Foundation staff members stand in front of the new glass atrium addition of the CNY Philanthropy Center. (Left to Right) Back Row: Dottie DeSimone, John Eberle, David Kilpatrick, Stephanie Parzych, Mary Meyer, Frank Ridzi; Front Row: Nicole Robinson, Liz Cavallaro, Katrina Crocker, Kathie Deaver, Danielle Gill, Ivy Biswas, Olive Sephuma, Jenn Owens, Peter Dunn
Peter A. Dunn President & CEO
Finance & Operations
Mary C. Meyer, Esq.
Senior Vice President, Finance & Operations
Elizabeth M. Cavallaro Controller
Dorotha F. DeSimone Accountant
Kathleen A. Deaver Grants Coordinator
Nicole G. Robinson
staff
Administrative Assistant
30
Development & Marketing
Grants & Community Initiatives
Jennifer L. Owens
John G. Eberle
Katrina M. Crocker
N. Olive Sephuma
Vice President, Development & Marketing Communications Manager
Stephanie J. Parzych
Development & Operations Coordinator
Ivy Biswas
Development Associate
Vice President, Grants & Community Initiatives Program Officer, Community Grantmaking
Frank M. Ridzi
Program Officer, Community Initiatives
Danielle M. Gill Grants Manager
David A. Kilpatrick Grants Associate
Board of Directors Top Row:
Fourth Row:
Edward J. Audi, Executive Vice President, L. & J.G. Stickley, Inc., President, Stickley International
Ellen Percy Kraly, Ph.D., Director, Upstate Institute, Colgate University
Warren W. Bader, Esq., Partner & Chief Operating Officer, Costello, Cooney & Fearon, PLLC
Joseph B. Lee, Director & General Manager, WAER FM, Syracuse University
Vicki R. Brackens, ChFC, Financial Planner, Brackens Financial Solutions Network, an Office of MetLife®
Melanie W. Littlejohn, Regional Executive - Central Region, National Grid Energy Solution Services
Second Row:
David J. Moynihan, CPA,* Partner, Testone, Marshall & Discenza, CPAs
William C. Brod, Owner & Publisher, Syracuse New Times Calvin L. Corriders, Vice President, Commercial Lending, Beacon Federal Credit Union Christine Woodcock Dettor, Esq., Member, Green & Seifter Attorneys, PLLC Kenneth J. Entenmann, Senior Vice President and Director, Alliance Investment Management
Third Row: Ray T. Forbes, M.D., Physician, Internists Associates of Central New York, PC Linda Dickerson Hartsock, Vice President, Innovation and Technology, CenterState Corporation for Economic Opportunity (CEO) Richard D. Hole, Esq.,* Partner, Bond, Schoeneck & King, PLLC Madelyn H. Hornstein, CPA, Partner, Dermody, Burke & Brown, CPAs, LLC
Fifth Row: Brian Pollard, D.D.S.,* President, Smile Design, D.D.S., P.C. Rita L. Reicher, Ph.D., President, KS&R, Inc. Maria P. Russell, Professor & Chair, Public Relations Department, S.I. Newhouse School of Public Communications, Syracuse University Judith M. Sayles, Esq.,* Partner, Hiscock & Barclay, LLP
Sixth Row: Corinne R. Smith, Ph.D., Professor & Chair, Teaching & Leadership Programs, Syracuse University School of Education Stephanie R. Threatte Michael Wamp, Managing Partner, LakeWater Capital Management, LLC Gay M. Pomeroy, Esq., Legal Counsel, Mackenzie Hughes, LLP
* Term commenced April 1, 2011
Janet (Penny) Allyn Maritza Alvarado, MD Chester D. Amond David H. Barclay DeeDee S. Barclay Sanford A. Belden, PhD Sharon A. Brangman, MD Gerald Burke Douglas P. Cagwin Russell Carlson David J. Connor Michael J. Connor Mary (Mitzi) O. Cooper Richard S. Corriero, CPA Gail Cowley Susan J. Crockett, PhD Raymond W. Cross, PhD Eloise Dowdell Curry Mary S. Darcy
Reverend Ronald Dewberry Harold Edwards, Jr. Michael J. Falcone Noreen R. Falcone Maceo N. Felton Michael R. Figler Marion Hancock Fish, Esq. Lee H. Flanagan John M. Frantz, Jr. Gary R. Germain, Esq. Edward S. Green, Esq. Joan F. Green H. Baird Hansen Elizabeth A. Hartnett, Esq. Burnett D. Haylor Ann G. Higbee H. Follett Hodgkins, Jr. Alexander E. Holstein Charlotte (Chuckie) Holstein
Gloria Hooper-Rasberry, PhD Richard D. Horowitz Robert J. Hughes, Jr. Dorothy Retan Irish Cydney M. Johnson Clarence L. Jordan James W. Jordan Robert H. Linn, CPA Eleanor Ludwig James E. Mackin, Esq. John F.X. Mannion Nancy F. Marquardt John D. Marsellus John B. McCabe, MD Thomas O. Mehen Anne Messenger Daniel Mezzalingua John C. Mott Eric Mower
Colleen Murphy, CPA Paul C. Nojaim Theodore H. Northrup Michael E. O’Connor, Esq. Sybil Ridings Oakes Richard C. Pietrafesa Marilyn Pinsky William L. Pollard, PhD David A.A. Ridings Ethel S. Robinson Elaine R. Rubenstein Jeffrey M. Rubenstein Michael E. Rulison Kathryn Howe Ruscitto Richard A. Russell, Esq. Robert B. Salisbury Dene A. Sarason Richard S. Scolaro, Esq. Mansukh J. Shah
Mary Ann Shaw Vaughn A. Skinner Virginia G. Small Paul M. Solomon Dirk E. Sonneborn, CPA Anne D. Stewart Miriam B. Swift, MD Robert Theis, Sr. Forbes S. Tuttle Mayra Urrutia Jay W. Wason, Esq. Barry L.Wells James J. Wilson Ronald R. Young
board of directors
Former Board Members
31
Financial Information
T
he Central New York Community Foundation takes seriously its responsibility to serve as a permanent charitable resource in Central New York. Through prudent stewardship of our assets, we strive to maximize available grant dollars while ensuring that the charitable funds entrusted to us will continue to support our region in perpetuity. The responsibility for managing the Community Foundation’s investment portfolio is vested in our board of directors through its Finance Committee, which works closely with our investment consultant and staff to set policy, establish performance benchmarks and continually monitor the effectiveness of the Community Foundation’s portfolio.
We work closely with our investment consultant, keeping in mind the Community Foundation’s long-term goals for investment performance. The amount available to spend from endowed funds, including those that support our Community Grantmaking program, is based on a spending policy of 5% of the average fund balance over a 20-quarter timeframe. Using this disciplined policy allows us to provide consistent funding even when markets are volatile. Through the generosity of individuals who have entrusted us with their dreams for a better future, as well as those who have served our endowment with their expertise, the quality of life in Central New York will forever be enriched.
2011 Summary Financial Statements FOR THE YEAR ENDED MARCH 31, 2011
BALANCE SHEET
STATEMENT OF ACTIVITIES
Assets
Revenues
Receivables & Other Investments Total Assets
$ 17, 499,736 $ 110, 814,508 $ 128, 314,244
Gifts, Grants, Bequests $ 8,840,214 Net Return on Investments 12, 410,477 Other 99,891 Total Revenues $ 21, 350,582
$ 726,774 $ 8, 740,031 $ 118,847,439 $ 128, 314,244
Grants & Expenses Grants $ 5,661,295 Program Support 1,052,217 Operating Expenses 1,021,750 Total Grants & Expenses $ 7, 735,262
Liabilities & Net Assets
Grants Declared and Not Yet Paid Other Net Assets Total Liabilities & Net Assets
Change in Net Assets
Net Assets Beginning of Year Net Assets End of Year
STRATEGIC ASSET ALLOCATION Absolute Return 7%
Long/Short Equities 9%
financial information 32
US High Yield Bonds 5% Treasury Inflation Protected Securities US Aggregate Bonds 6% 10%
PERFORMANCE VS BENCHMARK
US Large/Mid Cap Equity 21%
Commodities 6% Real Estate, Private Equity 2% Global Bonds 5%
13.7% 13.7%
US Small Cap Equity 7%
6.0% 5.8%
Non-US Developed Equity 17% Non-US Emerging Equity 5%
$ 13, 615,320 $ 105, 232,119 $ 118, 847,439
One Year
4.5% 4.2%
4.2% 4.3%
Three Year
Five Year
7.4% 7.2%
Ten Year Fifteen Year
8.4% 8.2%
Since 9/30/1994
Performance Benchmark
The Central New York Community Foundation’s auditors are Bonadio & Company, LLP. The complete Consolidated Financial Statements, with accompanying footnotes, as well as Form 990, are available for inspection at the Community Foundation office and at www.cnycf.org.
TOTAL ASSETS BY FUND TYPE
TOTAL ASSETS BY YEAR $128,314,244 $117,254,154
52%
$116,895,472
$111,643,541
8% $85,227,337
10% 11%
19%
Unrestricted Donor Advised Designated and Special Projects Field of Interest Scholarship
$ 65,882,864 $ 24,643,800 $ 14,118,134 $ 13,325,348 $ 10,344,098 $ 128,314,244
CONTRIBUTIONS BY FUND TYPE
2007
2008
2009
2010
2011
TOTAL CONTRIBUTIONS BY YEAR $8,840,214 $8,302,642
63%
$6,382,156 $5,977,694 $4,705,507
25%
Donor Advised Scholarship Designated and Special Projects Unrestricted Field of Interest
$ 5,591,720 $ 2,212,505 $ 437,300 $ 321,993 $ 276,696
$ 8,840,214
GRANTS BY FUND TYPE
2007
$5,207,454
20%
7%
2009
2010
2011
TOTAL GRANTS BY YEAR
42%
11%
2008
$5,661,295
$5,336,080 $4,599,506
$4,479,851
20%
Donor Advised Scholarship Unrestricted Field of Interest Designated and Special Projects
$ 2,376,507 $ 1,128,602 $ 1,124,059 $ 632,248 $ 399,879
$ 5,661,295 2007 The graphs on this page represent financial information as of Fiscal Years ended March 31.
2008
2009
2010
2011
financial information
3% 4% 5%
33
431 East Fayette Street Suite 100 Syracuse, NY 13202
315-422-9538
Where the Smart Money Gives
Our mission The Central New York Community Foundation is dedicated to enhancing the quality of life in the community by: Encouraging the growth of a permanent charitable endowment to meet the community’s changing opportunities and needs. Providing donors and their diverse philanthropic interests with vehicles to make giving easy, personally satisfying and effective. Serving as a catalyst, neutral convener and facilitator, stimulating and promoting collaborations among various organizations to accomplish common objectives. Carrying out a strategic grantmaking program that is flexible, visionary and inclusive.
FSC logo/ID The pages of this Annual Report were printed using earth-friendly soy ink and produced on FSC certified, acid-free paper which contains 30% post-consumer recycled waste.