2023 Annual Report: Impact Lives Here

IMPACT LIVES HERE

DEAR FRIENDS,

LOCATION

IS EVERYTHING.

Where a person lives affects every factor of their well-being from health and safety to nutrition, education, employment and enrichment. We all deserve a community where we can learn, grow, create and thrive. As the community’s endowment, we are committed to working with current and future residents to catalyze lasting change. This report covers our 95th year and the stories that follow highlight the defining moments that shaped our collective community impact.

LOOKING INWARD, our staff gained experience through the addition of three new team members to various departments. We also prepared to say goodbye to longtime president & CEO, Peter Dunn, after an impactful 15 years of service. Peter’s leadership, combined with the collaborative efforts of foundation staff, donors and nonprofit partners, stimulated significant growth in assets, agility and civic advocacy.

LOOKING OUTWARD, the voices of community members and needs of nonprofits powered our grantmaking and initiatives. We strengthened our community presence and partnerships by leading a participatory budgeting project that engaged Syracuse residents in the

DANIEL J. FISHER CHAIR, BOARD OF DIRECTORS VICE CHAIR, BOARD OF DIRECTORS

process of designing and funding a program to increase childhood lead testing. We made grants supporting enhanced access — to tax credits, education, art, nature — for underresourced individuals and underserved youth.

LOOKING

BACKWARD,

we measured the impact of longstanding programs and initiatives while also envisioning new opportunities to partner with individuals and organizations to amplify and endow sustainable impact. A key activity over the past year was the development of a new strategic plan, which will frame our focus for the next five years and culminate in our 100-year anniversary.

NOW,

AS WE LOOK TO THE

FUTURE, we are ready to embrace all the changes that are on the horizon. Together, we will ensure that Central New York is a place where positive community impact lives — and thrives.

Board

of Directors Vice Chair, Board of Directors

YEAR IN REVIEW

PETER’S FAREWELL

In January, we announced that our president & CEO since 2008, Peter Dunn, would be stepping down in June. Our region has benefited enormously from Peter’s leadership as he led us through tremendous growth and impact over the past 15 years. During his tenure, our annual grantmaking increased from $5.2 million in 2008 to $18.1 million in 2022 and our staff grew from 16 employees to 25. Under Peter’s leadership, we grew our scope and visibility and greatly increased our impact on Central New York by expanding our geographic reach through new regional funding efforts in Oswego, Cortland and Cayuga counties. Our CEO search is underway and we look forward to welcoming our new leader in the months to come!

STRATEGIC PLANNING

Last June we marked the conclusion of our former five-year strategic plan. Since then, we embarked on a journey of evaluation to inform the development of our new plan, which will take us through our centennial year of service to the region. Studies conducted by The Center for Effective Philanthropy as well as focus groups and interviews led by Gwen Webber-McLeod of Gwen, Inc., uncovered positive outcomes as well as opportunities for us to advance our work.

COMMUNITY OUTREACH

In our effort to expand our equity work and honor the practice of trust-based philanthropy, we implemented a rigorous community engagement program to create more meaningful connections with our residents, grassroots groups and community-based organizations. These connections lay the foundation for building relationships of trust and collaboration to better meet the needs of our community.

BLACK EQUITY & EXCELLENCE CONVERSATION AND CELEBRATION EVENT

Grant recipients, applicants, supporters and future supporters of the Black Equity & Excellence Fund joined us for our inaugural annual networking event to celebrate Black excellence. Conversations and connections allowed partners and grantees to come together and share experiences with one another.

NEW REPORT DISCOVERS OPPORTUNITY FOR LOCAL CHARITIES’ FUTURE

This year we commissioned research conducted by LOCUS Impact Investing. The findings indicated that a combined net worth of $245 billion in Onondaga, Oswego, Cayuga, Madison and Cortland counties projected to undergo an 11% transfer between generations, totaling $25 billion over the next 10 years. We released this data in an effort to encourage residents to set aside a portion of their assets for the long-term benefit of the region. Learn more at 5forcny.org

| PETER DUNN FAREWELL RECEPTION

PHOTO CREDIT: SHANAY BRADLEY

REVIEW

RECOGNIZING THE NATIONAL DAY OF RACIAL HEALING

To celebrate the National Day of Racial Healing, we partnered with three other regional community foundations to host a virtual event featuring New York Times best-selling author and economist Heather McGhee. Her bestseller, The Sum of Us: What Racism Costs Everyone and How We Can Prosper, is a look at the true cost of racism – not just for people of color, but for everyone. The webinar-style event drew more than 1,000 attendees from across the state who joined to hear what McGhee learned from interviewing Americans of all races during her journey across the country.

NEW TRAINING PLATFORM FOR ORGANIZATIONS SERVING HISTORICALLY EXCLUDED COMMUNITIES

We partnered with an online platform called Resilia to bring new training and coaching opportunities to nonprofits in Central New York for the first time. Resilia offers technology and one-toone coaching to support effectiveness, creativity and workflow in nonprofits across the country. Twenty-five local nonprofit organizations led by and serving Black, Asian, Latino, Native American and LGBTQIA+ communities or people with disabilities were chosen to participate in the first cohort this year.

$125,000 GRANT FOR LEAD POISONING ABATEMENT

Our LeadSafeCNY initiative received a third grant from the Mother Cabrini Health Foundation to put toward the cost of replacing exterior doors and windows in rental units in which low-income individuals reside. The $125,000 grant allowed Home HeadQuarters to expand its reach citywide and remove significant lead hazards from affordable rental units.

LAUNCH OF SUSTAINABLE RESPONSIBLE IMPACT INVESTING

In early 2019 we began exploring opportunities for different investment strategies to further align our mission of social good with financial return, expand our donor network and make a social impact at the same time. This year we implemented a Sustainable, Responsible Impact (SRI) investment pool for our current and prospective donors and fundholders. Our SRI investment pool seeks to support, promote and advance the values and impact areas embodied in our mission and vision. The primary values identified that are guiding our SRI pool are community, leadership, diversity, excellence, service, empathy, compassion, justice, and respect.

AFFILIATE FUNDS

PARTICIPATORY BUDGETING

In 2022, we launched a participatory budgeting project to address childhood lead poisoning in Syracuse by increasing lead testing of children. Over a nine-month period, Syracuse residents, community leaders and nonprofit organizations came together to design solutions that would be most effective in their neighborhoods. In May, we invited all Syracuse residents to take part in a one-day online and in-person vote to choose which citywide project would receive $150,000 in grant dollars to help increase childhood lead testing and awareness. Learn more about the participatory budgeting process and the winning project on page 6.

Our four Affiliate Funds had an outstanding year of fundraising and grantmaking to support nonprofits across the region. In partnership with the John Ben Snow Memorial Trust, the Greater Pulaski Endowment Fund distributed $33,480 in grants; in addition, the Cayuga Community Fund distributed $84,520 in grants, the Oswego County Community Foundation distributed $32,260 in grants and the Women’s Fund of Central New York distributed $50,000 in grants.

| OUR STAFF ATTENDED AN INDIGENOUS PEOPLE’S DAY CELEBRATION AT THE EVERSON COMMUNITY PLAZA WHERE HAUDENOSAUNEE SINGERS LED A CIRCLE DANCE.

PHOTO CREDIT: MIKE GREENLAR

PARTICIPATORY BUDGETING VOTING DAY

COMMUNITY RESIDENTS MAKE THEIR OWN FUNDING DECISIONS

Participatory budgeting is a type of community engagement in which residents decide how to allocate funding through a process of democratic deliberation and decision-making.

Our participatory budgeting project, launched in 2022, involved nine months of collaborative efforts by Syracuse residents, community leaders and nonprofit organizations. Together, they worked to design effective solutions tailored to their neighborhoods. This initiative aimed to address the alarming rates of childhood lead poisoning in Syracuse, where 11.2%

of children tested positive as of 2022. Residents most impacted by this issue were given the opportunity to decide how funding should be allocated to increase childhood lead testing.

A series of evening sessions held from September through April supported attendees with dinner and childcare. Participants learned about childhood lead poisoning, generated ideas for solutions and collaboratively developed the request for proposals criteria ahead of the community-wide vote. A total of 165 resident delegates participated in the planning sessions.

In May, we invited all Syracuse residents to take part in a one-day online and in-person

vote to choose which citywide project would receive $150,000 in grant dollars to help increase childhood lead testing and awareness. After 482 votes were cast, we named a partnership between Sankofa Reproductive Health and Healing Center and Village Birth International the winner at a results party at the Salt City Market.

The winning project involves a collaboration between the two organizations as well as Doula 4 a Queen, zenG Wellness and Cafe Sankofa to use community-based doula care as an avenue of engagement and peerto-peer community-led wellness. Doula-led education will be expanded to incorporate lead awareness and prevention into preand postpartum programming.

| LEADERS OF SANKOFA REPRODUCTIVE HEALTH AND HEALING CENTER AND VILLAGE BIRTH INTERNATIONAL REACT TO THE ANNOUNCEMENT OF THE WINNING PROJECT.

A REFLECTIVE JOURNEY THROUGH LAND, REPARATIONS AND DREAMS

When Juhanna Rogers walks around the 104 acres of open space at Stone Quarry Art Park in Cazenovia, she enjoys the breathtaking views from the top of the hill, the carpet of greenery, and the diverse sculptures dotting the property. She also thinks about the privilege of owning land.

“I wonder if my ancestors had the land and the space to create and build their lives, how might that have changed my life and the lives of those who look like me?” she asked. “What if my ancestors had these resources?”

In the spring, she put the finishing touches on “Queendom,” the play she developed while thinking about those questions as a Stone Quarry visiting artist. Her play evolved from conversations and contemplation about President Abraham Lincoln’s 1865 promise to provide 40 acres and a mule to formerly enslaved people as reparations. After Lincoln’s assassination, President Andrew Johnson withdrew the promise.

“The political landscape shifted and it never happened,” Rogers said. “Former slaves were never given anything for their labor.”

A grant from our affiliate fund, the Women’s Fund of Central New York, supported Rogers and other Black and Latina artists in creating work inspired by the park’s open space and reparations for Black Americans. As a first

step, the artists marked 40 acres at the park, so visitors could visualize the space Lincoln’s unfulfilled promise entails. That remains as the Queendom Trail, dotted with quotes from the play. Rogers also presented events in June and August 2022 related to “Queendom,” and she hosted a festival celebrating her play this past summer.

“Visitors come up to the top of the hill out of breath and realize a deeper connection with the land,” Rogers said. “The Queendom Trail is a reflective walk to think and see what 40 acres looks like. In theaters people can be free to have discussions in a different way than in real life.”

Read the full story at cnycf.org/2023ArtPark or scan the QR code.

APPROXIMATELY 10,000 PEOPLE VISIT THE STONE QUARRY ART PARK EACH YEAR.

| JUHANNA ROGERS STANDS ALONG THE QUEENDOM TRAIL AT STONE QUARRY ART PARK.

EMPOWERING COMMUNITIES THROUGH TAX EDUCATION AND ASSISTANCE

Longtime volunteer tax preparer John Langan has met a lot of stressed-out people. “Generally, they are intimidated by tax laws,” said Langan, 85, a retired math teacher and computer systems administrator who has volunteered more than 13 years for PEACE, Inc.’s Free Tax Prep program. “They’re very grateful to have someone knowledgeable to help them file their taxes and get it out of the way.”

Over the years he’s met all kinds of community members: young people filing taxes for the first time, spouses seeking help after their partner has died and New Americans who bring translators to their appointments.

“There are sweet stories of people who get a refund who really badly needed it,” he said. “They usually plan to use it for bills, not to buy something special. Many of them are living paycheck to paycheck.”

Low-income communities were disproportionately affected by the COVID-19 pandemic, increasing the need for financial support and making it more likely that many low- and middle-income residents would delay or neglect to file taxes, said Sharon Thompson, manager of PEACE, Inc.’s Free Tax Prep program.

In 2021, the American Rescue Plan Act expanded the Child Tax Credit (CTC) and Earned Income Tax Credit (EITC), making most families with children eligible for monthly checks to offset lost income or unpaid bills during the height of the COVID-19 pandemic. But the people who needed it the most did not know about it or did not get it.

To address barriers and increase the number of Syracuse families who signed up for the expanded federal tax credit benefits, we received $50,000 in funding from the EITC Funders Network’s

Community Outreach and Opportunity Fund. We contributed $50,000 of our own funding from our Poverty Initiative Fund for this effort. We then used our combined $100,000 and made a grant to the Central New York CA$H Coalition, an initiative of the United Way of Central New York, and a grant to PEACE, Inc. for marketing and administrative efforts.

Langan plans to volunteer again next tax season. “Most people are relieved that someone is doing taxes for them because there are so many factors involved and

they are unaware of all the details,” he said. “It’s good we have the experience to share.”

DURING THE 2022 TAX SEASON, LOCAL LOW-INCOME HOUSEHOLDS RECEIVED AN AVERAGE OF $2,173 IN FEDERAL AND STATE TAX CREDITS TOTALING $2,782,022 SECURED AND RETURNED TO CENTRAL NEW YORK.

Read the full story at cnycf.org/2023PeaceInc

or scan the QR code.

| JOHN LANGAN AT PEACE, INC. ON EAST FAYETTE STREET

OUR IMPACT

STRATEGIC INITIATIVES

REALIZING THAT RESPONSIVE GRANT FUNDING ALONE CANNOT

COMPLEX CHALLENGES, OUR STRATEGIC INITIATIVES FOCUS ON ONE COMMON GOAL — TO MAKE A DEMONSTRABLE IMPACT ON OUR COMMUNITY.

The Early Childhood Alliance is a collaboration that promotes a holistic approach to addressing the general needs of children in Onondaga County. We provide grant, management and facilitation support to the ECA.

The Human Services Leadership Council is comprised of human service agencies working together to identify opportunities and respond to basic human needs. We provide grant, management and facilitation support to HSLC.

Our LeadSafeCNY initiative is a multiyear commitment to help decrease the region’s alarming childhood lead poisoning rates through funding, impact investing, collaboration and improved public policy. This year we distributed eight grants totaling $290,000 to support lead-free housing construction, existing home renovations, community outreach, and training and workforce development. So far, 1,415 windows and 148 doors have been replaced to eliminate lead-dust-producing high-friction surfaces in rental units. In addition, 195 safe and affordable rental units have been constructed or renovated in target neighborhoods. leadsafecny.org

We provide funding, management and research support to programs in Onondaga, Madison and Cortland counties that address the issue of literacy across all ages.

Say Yes Syracuse provides opportunities and scholarships to remove financial barriers for Syracuse City School District students to attend college. Say Yes Syracuse is independently governed and administered by the Community Foundation. A total of 5,833 scholars have attended college with the help of Say Yes since 2009. sayyessyracuse.org

Local community groups provide career pathways to low-income individuals while fulfilling staffing needs of local employers through Work Train. We provide funding for this program.

| MARTINE DOSA, SAY YES SYRACUSE SCHOLAR

ADDRESS OUR COMMUNITY’S

OUR IMPACT

PROFESSIONAL & ORGANIZATIONAL DEVELOPMENT

THE COMMUNITY FOUNDATION HAS FOR MANY DECADES BEEN A LEADING SPONSOR OF INITIATIVES TO STRENGTHEN OUR REGION’S NONPROFIT SECTOR.

BoardSTRONG connects talented Central New York individuals with nonprofit board opportunities and provides online resources for nonprofit board members and leaders. We provide funding for this program. boardstrong.org

LeadUP CNY is a professional and personal development program for the next generation of nonprofit leaders. Forty-nine participants have graduated since the program’s inception. cnycf.org/leadup

The Marsellus Executive Development Program is an individualized leadership development opportunity for executive directors of organizations within Onondaga or Madison counties. Thirty-four individuals have graduated since the program’s inception. cnycf.org/executive

NEWS/Nonprofit Essentials Workshop Series

is an ongoing training series designed for nonprofit professionals to gain knowledge on a variety of tools for professional and organizational development. This year, more than 120 attendees from 88 organizations participated in virtual workshops. cnycf.org/workshop

Nourishing Tomorrow’s Leaders is an eight-week training program focused on increasing the pool of diverse nonprofit board members in our community. We assist with program development, funding and implementation.

Our Staff Advancement Initiative is a development and advancement program for non-management or entry-level management nonprofit staff members. This year, 25 participants received a total of $15,300 for professional development. cnycf.org/staffadvance

The Leadership Classroom (TLC) helps residents or grassroots groups to learn practical skills that make stronger, more effective neighborhood and grassroots leaders. This year, 28 individuals representing five organizations graduated from TLC. cnycf.org/tlc

COMMUNITY RESOURCE & KNOWLEDGE BUILDING ON OUR COMMITMENT

5forCNY educates individuals on how they can play a vital role in enriching the future of the Central New York community through legacy giving. 5forcny.org

The Community Data Group is comprised of nonprofit and government sector members who gather to share ideas and data and coordinate efforts to help our community improve more effectively. cnycf.org/ communityresource

CNY Vitals & CNY Vitals Pro are state-of-thecommunity websites that provide a common source of data and interactive visualizations on critical topics that affect the health and progress of our region. cnyvitals.org

TO COLLECTING AND ANALYZING LOCAL DATA AS WELL AS THE EXPERIENCE WE HAVE ACCUMULATED OVER MORE THAN 95 YEARS OF SERVICE TO OUR REGION, WE SERVE AS A RESOURCE TO RESIDENTS SEEKING INSIGHTS ON SOCIAL AND COMMUNITY ISSUES.

| THE LEADERSHIP CLASSROOM CLASS OF 2022-2023

LANDMARK THEATRE AGENCY FUND DESIGNED TO MAKE SURE SHOWS GO ON

When Mike Intaglietta was about 12, his sister and future brother-in-law took him to see a Rocky and Bullwinkle film at Syracuse’s Landmark Theatre. “It’s the first visit I remember,” Intaglietta said, recalling the glitz, glamour and grandeur that enchanted him at that mid-1980s film fest.

Many Central New Yorkers share similar stories. “There’s this personal history people have here,” said Intaglietta, the Landmark’s executive director for seven years. “A close colleague’s parents met here. People remember a certain concert or show they saw here. People have marked milestones here: weddings, graduations, nonprofit anniversaries.”

To make sure the Landmark continues to create memories for decades to come, its board of directors created a nonprofit agency fund at the Community Foundation to support capital improvement projects at the former movie palace.

“We want to provide a mechanism for the community to invest in the property in a way that they can feel secure it will continue to be a beautiful facility,” Intaglietta said.

Agency funds allow the Community Foundation to receive and manage contributions on behalf of a nonprofit and make an annual distribution to the organization. We manage funds, assist with planned giving, administer gifts, and oversee the nonprofit’s accounting and compliance. Shifting its fiduciary responsibility of investment management to us gives the

DURING THE 2022 SEASON, THE LANDMARK THEATRE WELCOMED 153,417 GUESTS, GENERATING AN ESTIMATED TOTAL OF $4.3 MILLION OF ECONOMIC ACTIVITY, ACCORDING TO SURVEY DATA.

nonprofit board more time to focus on their organization’s mission.

“We have a modest size staff just to keep the place running,” Intaglietta said. “We’re always balancing our capital needs and whether we have enough funds to address needs as they arise. Having a separate vehicle to make sure we have funds available for capital projects helps us plan.”

Since its rebirth in the late 1970s, the Landmark has charmed new generations of arts lovers and event guests. “Because of the history and elaborate décor, people look to us as a community asset,” Intaglietta said. “The experience of seeing a show here is like no other.”

Read the full story at cnycf.org/2023Landmark or scan the QR code.

IMPACTING LIVES HERE A YEAR OF GRANTMAKING

BLACK EQUITY & EXCELLENCE FUNDING

Our Black Equity & Excellence Fund was designed to help reverse patterns of historic underinvestment and build the momentum necessary to create lasting social change for the community by funding Black-led community-based projects that promote and encourage self-sufficiency and address physical and economic conditions that affect quality of life. The Fund also encourages dialogue that will strengthen race-related matters and support social and educational growth in the community. This year we distributed 23 grants totaling $261,900.

COMMUNITY GRANTMAKING

We offer a wide variety of funding opportunities, the largest of which is our Community Grants program. We provide grant funding to nonprofit organizations in Onondaga and Madison counties for projects that promote community impact, capacity building and diversity in the areas of arts and culture, civic affairs, education, health, human services and the environment. This year we distributed 56 grants totaling $2,313,357.

CORTLAND COUNTY BRIGHT IDEAS

Our Cortland County Bright Ideas program offers nonprofits serving Cortland County the opportunity to apply for a $5,000 grant to support their missions. Applicants are invited to submit their best and brightest idea for enhancing their organization and better serving the community. The grants program is supported through the generosity of the Fenstermacher Fund and other local donors. This year we distributed 13 grants totaling $65,000.

RURAL POVERTY SUPPORT

The Madison County Rural Poverty Fund is our effort to support poverty-related issues and organizations in Madison County. We committed to tackling this issue through multiple approaches including funding, impact investing and community leadership. This year we distributed six grants totaling $50,000.

ADDITIONAL GRANTMAKING

We also distributed 113 small grants totaling $219,149; three literacy grants totaling $218,541, including operational support for Imagination Library; and two Strategic Partnership Fund grants to support nonprofit mergers and affiliations totaling $20,000.

TO VIEW A LIST OF ALL OUR GRANTS, VISIT CNYCF.ORG/AR.

EXCEEDING EXPECTATIONS BETWEEN APRIL 1, 2022, AND MARCH 31, 2023, WE RECEIVED $29.3 MILLION IN GIFTS AND BEQUESTS AND DISTRIBUTED $20.7 MILLION IN GRANT SUPPORT TO NONPROFIT ORGANIZATIONS IN CENTRAL NEW YORK AND SURROUNDING AREAS.

MAKING

BREAKING BARRIERS, CONNECTING COMMUNITIES: YOUTH THRIVE THROUGH NATURE EXPLORATION

Staffon Donerlson remembers his mother taking him to Green Lakes State Park when he was a child. When he was older and needed to relax and refresh, he’d head to the Fayetteville park for cookouts. But he never knew the park — with its splendid glacial lakes and popular picnic facilities — also featured hiking, fishing and golfing.

Now, as Ladders to the Outdoors program director, a program launched with support from Natural Heritage Trust, Donerlson coordinates events that introduce children from under-resourced neighborhoods to the diverse natural, historic and recreational features of New York’s parks system. “There’s a lack of exposure for many families and children,” he said. “They don’t know what’s going on at parks, or they don’t even know they exist.”

Barriers including transportation, access to equipment and discrimination prevent some people from enjoying nature, recreation and exercise in New York’s parks.

To address these inequities, the Community Foundation provided a grant for recreational equipment, instructors and outreach for Ladders to the Outdoors. The programs, including skiing, fishing and camping, introduce outdoor experiences to youth in Syracuse neighborhoods with high levels of poverty and limited access to green space.

In April, Black Girls Don’t Get Love, a nonprofit organization that provides positive and tangible opportunities for young women of color, spent a day exploring and adventuring with Ladders to the Outdoors. Donerlson, along with other nature experts, led the group of more than 30 girls around Green Lakes as they taught them how to build tents, start fires safely, bird watch and make s’mores.

“We want to make sure that nature is accessible to young girls of color and that they are exposed to opportunities to explore and experience all that our planet has to offer,” said Eden Strachan, founder of Black Girls Don’t Get Love. “It was incredible to watch our girls fully engaged and smiling throughout the day.”

Read the full story at cnycf.org/2023Ladders or scan the QR code.

AS OF APRIL, 275 YOUTH PARTICIPATED IN LADDERS TO THE OUTDOORS ENVIRONMENT AND EDUCATION PROGRAMS.

| BLACK GIRLS DON’T GET LOVE PARTICIPATES IN LADDERS TO THE OUTDOORS PROGRAM

BEYOND BOUNDARIES: A JOURNEY OF GIVING AND COMMUNITY

PAT AND GWYN MANNION

Catholic worker Dorothy Day writes in her book, The Long Loneliness, “The only answer in this life, to the loneliness we are all bound to feel, is community.” For Gwyn and Pat Mannion, community is a definitive part of their lives.

Growing up, they both had parents who instilled in them the value of generosity and service. Pat’s father, Jack Mannion, was a dedicated volunteer, always lending a helping hand to his neighbors and working tirelessly for his church. Gwyn’s parents, too, were role models of selflessness, devoting their time to church activities and extending kindness to those around them.

“Growing up, my dad showed me the power of lending a helping hand. I want to continue his legacy by serving our community and making a difference,” said Pat.

Gwyn added, “My parents taught me that kindness should know no bounds. There is so much need in the world, and it’s our duty to alleviate suffering and bring hope to those who need it most.”

As they embarked on their own journey together, Pat and Gwyn carried forward the lessons they had learned from their parents. They found themselves drawn to various causes and organizations, offering their support in whatever way they could. The Fayetteville Firehouse holds a special place in Pat’s heart, where he has spent countless hours serving the community. Gwyn, on the other hand, has a deep passion for helping people in low-income communities, volunteering at the Samaritan Center and assisting with Catholic Charities’ refugee program.

The couple’s desire to contribute to their community extends beyond their time and efforts. Recognizing the importance of supporting the community in multiple ways, and having watched Pat’s father create and use his own donor-advised fund, the pair

THE MANNIONS HAVE USED THEIR FUND TO SUPPORT VARIOUS ORGANIZATIONS AND INITIATIVES LIKE SUNY UPSTATE MEDICAL UNIVERSITY, CROUSE HOSPITAL, CATHOLIC CHARITIES AND THE YMCA.

“Establishing our fund was a seamless way to ensure our giving had a lasting and meaningful impact,” they said. “It’s not just about writing a check; it’s about investing in causes that align with our values and creating sustainable change.”

Read the full story at cnycf.org/2023Mannion or scan the QR code.

decided to establish the Gwyn K. & Patrick A. Mannion Fund at the Community Foundation to facilitate their charitable giving.

COMMUNITY FUND DONORS

ROBERT R. & ALICE E. ANDREWS

MARTHA J. ANGELONE

TIM ATSEFF & PEGGY OGDEN

JEAN BEERS

NANCY S. BENJAMIN

STEVEN & LAURIE BERKOWITZ

DONNA J. BERNARDINI-CARR

MARILYN MUENCH BITTNER

CHARLOTTE BROWN

JANE BURKHEAD & ROBERT S. SARASON

FRANK G. & DORINDA CAPELLA

THERESA CAREAGA

NONA H. CHADWICK

GORDON M. CLARKE & SALLY A. CLARKE

DR. & MRS. JEFFREY M. DESIMONE

DEBORAH DONAHUE

MARGARET M. ELLIOTT & JOHN M. ELLIOTT

ETFIDEA, LLC

DONALD B. FAHRER

MARK L. FELDMAN & CHRISTINE RILEY

JOHN P. FELLEMAN & VIRGINIA FELLEMAN

KATE & NATHAN FRANZ

GAYLORD ESTATE

CAROLYN & ANTHONY GERAKOPOULOS

GRACE B. GHEZZI CONSULTING, LLC

BETHAIDA GONZÁLEZ

RICHARD GREEN & DOLORES GREEN

JOSEPH J. & DONNA J. HIPIUS

LEWIS & JULIE JOHNSON

CHRISTOPHER KEEGAN & CAMMIE KEEGAN

THE JACOB & MINNIE KLIMAN FOUNDATION

JOSEPH & KERRY KOEN

JAN & PATRICK LANE

MICHAEL LAPORTE

DAVID LAWRENCE

JOSEPH LAZZARO

DR. DAVIDD & MRS. JENNIFER LEVY

BOB & ZALIE LINN

LEE N. MACBETH

JAMES MACKILLOP

DOUGLAS MANDEVILLE & ANNE MANDEVILLE

CANDACE & JOHN MARSELLUS

SANDY & DAN MASTERPOLO

GEORGE & DOROTHY R. MATTHEWS

DAVID MERTZ

MARY MORAN & JORDAN KERBER

RICHARD & CHRIS MOSESON

HON. MARTHA E. MULROY

PRAGYA & MICHAEL MURPHY

JOHN A. & KAREN D. NOVAK

SHIRLEY & LARRY NOVAK

MARION R. NYDAM

MAXWELL PERRIN

FREDERICK F. PIERCE & DORIS H. PIERCE

MARILYN E. POST

ANNE ROYER

JEFF & JULIE RUBENSTEIN

KEVIN E. SCHWAB & DEBORAH A. SCHWAB

MARTIN A. SCHWAB

PHYLLIS HOTCHKISS SCHWARTZ

IN MEMORY OF

ROSEMARY BUCCI

SALLY DUNN SANFORD STERNLICHT

COMMUNITY FUNDING

ALLYN FAMILY FOUNDATION

THE BONADIO GROUP

CNY BUSINESS JOURNAL

CREWCIAL PARTNERS LLC

DERMODY, BURKE & BROWN, CPAS, LLC

ESTATE PLANNING COUNCIL OF CNY

HEALTH FOUNDATION FOR WESTERN & CENTRAL NEW YORK

LEE GATTA, PRUDENTIAL FINANCIAL THE GIFFORD FOUNDATION

MACKENZIE HUGHES LLP

MICRON TECHNOLOGY, INC. AND MICRON FOUNDATION

MOTHER CABRINI HEALTH FOUNDATION

NATIONAL GRID

NAZARETH FUND OF THE SISTERS OF SAINT FRANCIS OF THE NEUMANN COMMUNITIES

NBT FINANCIAL GROUP

ONONDAGA COUNTY DEPARTMENT OF SOCIAL SERVICES

LAUREN SEITER

JANE SLABOWSKI & PETER MCCARTHY

THE SOLOMON FAMILY

RICK STEUL

JAMES & DEBORAH TIFFT

UPDOWNTOWNERS OF SYRACUSE, INC.

ROBERT A. WEED & NANCY T. WEED

SIGNAGE SYSTEMS

SYRACUSE CITY SCHOOL DISTRICT

SYRACUSE UNIVERSITY

UNITED WAY OF CENTRAL NEW YORK

WAER

WRVO PUBLIC MEDIA

The donors listed in this section made their contributions between April 2022 and March 2023.

NEW FUNDS

WE GRATEFULLY ACKNOWLEDGE THE

DELISA KERWIN MEMORIAL FUND

Delisa Kerwin graduated from Corcoran High School in 1990 and attended Onondaga Community College. She was employed by the Onondaga County Parks Department. Delisa enjoyed cooking, gardening, walks with her dog, Dewey, and spending time in Cape Cod, Pyramid Lake, the Outer Banks and New Hampshire. More than anything, she adored her loving friends and family, especially her three beautiful children. As a way of celebrating Delisa’s life and legacy of kindness, her family and friends established this fund to provide annual scholarship aid for students attending Most Holy Rosary School and Bishop Ludden Junior Senior High School.

MARTHA, GRACIA & ROBERT LEOPOLD FUND

When Martha Leopold was young, she came down with the chicken pox, causing damage to her ear that resulted in permanent hearing loss. Nevertheless, her parents supported her and helped her overcome whatever barriers she faced. They encouraged her to travel, get involved in the community and pursue her dreams. She remained incredibly close with them both until their passing.

Even though she had a hard time in school, there were things about it that Martha liked. She felt that her education was a privilege and worked hard to keep up in school, graduating from Liverpool High School in 1963. She later worked for Merchant Bank where she worked for 30 years.

Both her father and mother volunteered at St. Paul’s Lutheran Church and were always helping other people. Religion and giving back were important pieces of their lives.

Martha chose to name this fund to include her parents, Gracia Cottet Leopold and Robert Leopold, as a way to honor them as a part of her family’s legacy. This fund will provide perpetual support in Central New York to address the community’s greatest charitable needs.

FOR A FULL LIST OF OUR FUNDS, PLEASE VISIT CNYCF.ORG/FUNDS.

GENEROUS COMMUNITY-MINDED INDIVIDUALS, FAMILIES AND ORGANIZATIONS THAT ESTABLISHED 41 NEW FUNDS AT THE COMMUNITY FOUNDATION THIS YEAR. THEY WILL BENEFIT THE COMMUNITY NOW AND FOR GENERATIONS TO COME.

The donors listed in this section made their contributions between April 2022 and March 2023.

AGENCY FUNDS

CAYUGA COUNTY CVB INVESTMENT FUND

CAYUGA COUNTY CVB SRI FUND

FMYLA ERIC “ZACK” LORRAINE SCHOLARSHIP FUND

LANDMARK THEATRE FUND

SKANEATELES PARKS & CONSERVATION PRESERVATION FUND

SYRACUSE STAGE FUND

VERA HOUSE FOUNDATION

COMMUNITY FUNDS

5FORCNY FUND

ELLEN T. & DAVID R. BACON FUND

MARTHA, GRACIA & ROBERT LEOPOLD FUND

DESIGNATED FUNDS

MIKE CASTER GRATEFUL HEART AWARD

HILLICK FAMILY FUND

DELISA KERWIN MEMORIAL FUND

LEINBACH MEMORIAL FUND

JOHN R. MACHOLL EDUCATIONAL ASSISTANCE FUND

DONOR-ADVISED FUNDS

50S EMPLOYEE FUND

BACKUS FAMILY GIVING FUND

JAMES C. BURNS FUND

JOHN & ALEXANDRA CONDON FAMILY FUND

DONOHUE FAMILY FUND

FARM CREDIT EAST CARES EMPLOYEE FUND

FREYER & LEWIS FAMILY FOUNDATION

CHEDY HAMPSON CHARITABLE FUND

HANCOX WOOD FAMILY FUND

KATHY HANLEY & MATTHEW BURNS FOUNDATION

HERBERT FAMILY FUND

JULIA M. HUFF-RIVETT FUND

J & J CHARITABLE FUND

JOLY CHARITABLE FUND

MICHAEL KENT FUND

MARK & MARY ELLEN MCANANEY FUND

PENNY MCCURN STUART FUND

PROFOUND FOUNDATION

RAYO FAMILY FOUNDATION

JOHN A. SANTILLO FUND

VARGO BRODIE FUND

VISCONTI FAMILY FUND

FIELD-OF-INTEREST FUNDS

WESTMINSTER PRESBYTERIAN NORTHSIDE CONCERNS FUND

SPECIAL PROJEC T FUNDS

STEM FROM DANCE FUND

HOW TO GIVE

YOU CAN MAKE A DIFFERENCE IN THE COMMUNITY BOTH NOW AND BEYOND YOUR LIFETIME. LET US BE YOUR PARTNER.

YOUR GIVING CAN BE MADE EASIER

Since 1927, generous Central New Yorkers have relied on the Community Foundation to help achieve more with their giving. Together, we can help transform your giving passions into lasting, measurable impact.

YOU CAN CONTINUE YOUR CHARITABLE GIVING IN PERPETUITY

There is no time like the present to think about how you want to deploy a portion of your assets for community benefit after you are gone. Our legacy planning services focus on helping you transmit your values, identify the issues you care about and capture your personal life story.

YOU CAN GIVE FLEXIBLY THROUGHOUT YOUR LIFETIME

Donor-advised funds are simple to set up and easy to operate. They allow you to address a wide variety of issues and fulfill your charitable interests as they evolve over time. The flexibility of the donor-advised fund makes it a convenient option to manage your giving and enjoy hands-on involvement.

INTERESTED IN EXPLORING OPTIONS FOR YOUR PERSONAL GIVING?

CALL US AT 315.422.9538 OR VISIT cnycf.org/give.

FINANCIAL INFORMATION

$392.5

$29.3 MILLION $20.7 MILLION 7.3%

MESSAGE FROM THE CFO

As chief financial officer of the Community Foundation, I am honored to provide you with some financial and operational updates from this past year:

• Amid a challenging financial climate, our board’s finance committee worked diligently with our dedicated investment consultant to assess our portfolio performance, strategic asset mix, inflation, and spending policy. All the while, we are focusing on preserving and growing the value of the assets entrusted to us to ensure the long-term sustainability of our impact.

• Our Sustainable Responsible Impact investment pool has grown steadily over the past 18 months to $14 million as of March 31, 2023. This is thanks to the generosity of our donors and the diligent stewardship of our investments.

• Our allocation to diverse investment managers, which was already well above national industry averages, increased this past fiscal year from 15.4% to 17.7%, demonstrating our commitment to equity in the asset management industry. Furthermore, we are proud that over 10% of our operating expenses supported minority and women-owned businesses.

As we look ahead, our new strategic plan will take us through our centennial celebration in 2027. The Finance and Administration pillar of this plan is entitled “Stewarding Charitable Resources for Good” and focuses on sustaining our organizational strength, cultivating impact investments, and infusing our commitment to equity through our operations, investments, staff and board governance. Prudent management and investment of our resources will allow us to grow and deepen our existing work while creating new opportunities to impact lives here.

I extend my deepest gratitude for your continued support. Your generosity and trust enable us to be a bold, courageous and enduring partner in philanthropy. Please reach out if you have any questions about our strategic plan, investment management or any of the financial information contained in our annual report.

. Kimberly P. Sadowski, CPA Vice President & Chief Financial Officer

SUMMARY FINANCIAL STATEMENTS FOR THE

BALANCE SHEET

STATEMENT OF ACTIVITIES

The Community Foundation’s audit is conducted by The Bonadio Group. The complete Consolidated Financial Statements, with accompanying footnotes, as well as Form 990, are available for inspection at the Community Foundation office and online at cnycf.org.

ASSETS BY FUND TYPE

CONTRIBUTIONS BY FUND TYPE GRANTS BY

CNY PHILANTHROPY CENTER

431 EAST FAYETTE STREET, SUITE 100

SYRACUSE, NEW YORK 13202

315.422.9538

BOARD

LISA DUNN ALFORD

CATHERINE BERTINI

WILLIAM H. BROWER III

KARIN SLOAN DELANEY, ESQ.

DANIEL J. FISHER

STEPHEN D. FOURNIER

KATE FELDMEIER FRANZ

MARK A. FULLER, CPA

SUSAN FURTNEY, MPH , FACHE

LEE GATTA, CLU® , CHFC® , AEP®

CAROLYN GERAKOPOULOS**

BEA GONZÁLEZ

DR. WARREN HILTON*

DAREN C. JAIME**

JOSEPH LAZZARO, CFP® , CLU®

LEYLA Z. MORGILLO, CFP®*

DR. EMAD RAHIM, PPMP, OMCP, CSM, CM, CKF, CCPM

REBECCA BRONFEIN RAPHAEL

CAERESA RICHARDSON, PMP

KEVIN E. SCHWAB

MARTIN A. SCHWAB, ESQ.

GENERAL COUNSEL

MARY ANNE CODY, ESQ.

*Term commenced July 1, 2023

**Board service completed June 30, 2023

COMMUNITY INVESTMENT

FRANK M. RIDZI, PH.D.

Vice President of Community Investment

DANIELLE M. JOHNSON

Senior Director of Grants & Programs

DARRELL D. BUCKINGHAM

Program Officer

QIANA WILLIAMS Program Officer

COLBY CYRUS

Program Manager

ELISIA GONZALEZ Grants Manager

COMMUNICATIONS

KATRINA M. CROCKER Vice President of Communications

JULIET R. MALOFF Senior Communications Officer

CORY SCHAD Senior Events & Communications Manager

SCHOLARSHIPS AND STUDENT SUPPORT

AHMEED H. TURNER

Vice President of Scholarships & Student Support; Executive Director of Say Yes Syracuse

DANA E. LYONS-CANTY Officer of Scholarships & Student Support, Say Yes Syracuse

| STAFF STANDS IN FRONT OF A “SYRACUSE AS CANVAS” MURAL PAINTED BY CECILY THOMAS. THIS IS THE SECOND OF EIGHT MURALS PAINTED FOR URBAN SYRACUSE BY TOMORROW’S NEIGHBORHOODS TODAY.