Q u a r t e r ly N e w s l e t t e r f o r
Donor-Advised Fundholders F A L L 2 01 9
O
ver the past 26 years, I have had the pleasure of advising The Community Foundation of Herkimer & Oneida Counties on its asset allocation and investments, while also providing insight on financial performance and researchbased decision making. Since nearly 90% of Colonial Consulting’s clients are nonprofit organizations, we know this field very well. In 1993, The Community Foundation became one of the first community foundation clients we worked with. As a very interested third party, I’ve had the opportunity to watch the organization grow and change with the times. I’m blown away by The Community Foundation’s team of professionals and its constant drive to be stronger and do better. Growth of The Community Foundation’s assets is driven largely by prudent investment decisions guided by a comprehensive and long-term strategy that will allow the organization to grow and succeed in perpetuity.The Community Foundation’s investment performance has been very strong, and I believe the factors that have led to past success will continue to contribute to future success. I take pride in the fact that the work we do to help guide The Community Foundation’s investments strengthens the two counties it serves, in fulfillment of its mission. Should you have any questions, please feel free to reach out to me. I look forward to many more years of partnership with The Community Foundation, growing its investments and impact for a better community. Michael A. Miller, CFA Managing Director Colonial Consulting, LLC
Fundholder Feature
Empire Recycling
Fund
“The greatest legacy one can pass on to one’s children and grandchildren,” Billy Graham once said, “is not money or other material things accumulated in one’s life, but rather a legacy of character and faith.” For the Kowalskys—the family behind Empire Recycling Corporation— the legacy left by past generations continues to guide the business’s core values. As the largest recycling center in Upstate New York, the company is committed to creating a healthier, more industrious environment for all. Founded and headquartered in Utica, Empire Recycling also has divisions in Albany, Endicott, Liverpool, Syracuse and Waterloo—handling an estimated 30 million pounds of recyclables each month. Going back to the very beginning, the family emigrated to Utica from Lithuania in 1885, led by Mordechai (Max) Kowalsky, who began collecting scrap metal to make a living and provide for his family.Times were tough, but the family’s strong spirit and deep appreciation for tradition became an integral component of the creation of the family business. In 1916, Empire Waste and Metal— later renamed Empire Recycling—was established by Max’s son Robert, and grandsons Morton and Louis. Now, decades later, the corporation remains a family tradition with the fourth generation, brothers Steven and Edward Kowalsky, leading the company into a new era. Empire Recycling’s commitment to making a positive difference for the environment parallels the company’s commitment to making a difference in the community.This is not surprising considering the Kowalsky family has been giving back to the greater Utica area for generations. Steven, who is particularly interested in his family’s rich history, has adorned the Utica offices with numerous old family photos. He can proudly recall countless stories of philanthropy within his family.
Libby Sherman Kowalsky, Steven and Edward’s great-grandmother, was recently honored in the Oneida County History Center’s Hall of Fame. Libby was instrumental in the creation of the Sitrin Health Care Center and served on several boards and clubs dedicated to caring for the sick and downtrodden. In 1958, she received a letter of commendation from President Eisenhower for her lifetime of community service. To preserve the legacy of giving that the brothers believe is a part of their family, and to continue their acts of goodwill for generations to come, Steven and Edward established a donor-advised fund at The Community Foundation in 2018. The Empire Recycling Fund has awarded more than $84,000 to local organizations focusing on everything from the arts and sports, to human services and educational purposes. Among the fund’s many beneficiaries to date are Care Net Pregnancy Center of Central New York, Temple Beth El, and the Rescue Mission of Utica. “This is the heritage of our family—it’s in our DNA. We can’t not help people,” said Steven, reflecting on his family’s generosity. “It’s an incredible legacy for our family. We like to help others. We get this from our father, and he got it from his father.” In the days following their father’s funeral, Steven recalled, many people gratefully recounted how their father had helped them—some in ways the brothers had never even known about. “I can’t even begin to count the people that came up to me at that time and expressed their gratitude for what our father did for them. Never telling anybody how he helped others,” said Steven. This sentiment— giving without expectation—is reflected in the brothers’ values. “There’s a strange dichotomy between giving and advertising that you’re giving,” added Edward. “For me, our company, and Steven, it seems that there’s more to be gained by giving and not putting it up on big signs. To me, it takes a little bit away from it.” “We just saw this fund as a vehicle to help other people,” said Edward. “And hopefully extend it past our time and grow it—something that we can leave and grow and add to.” Steven encourages others to do good for their community without agenda. “Give from your heart. We all must check our motives and ask, ‘Why are we doing what we’re doing?’ But giving from the heart, you just can’t go wrong.” With a family heritage as rich as their company history, the Kowalskys embody the essence of philanthropy—investing in their community and its residents without expectation of recognition. As a thriving business that has given back to the region in more ways than one, Empire Recycling looks forward to its next century with optimism—ready to support goodwill and compassion for generations to come.
ORGANIZATION PROFILE
Rescue
Mission
of Utica A place to call home, a bed to rest in, a nourishing meal, a room to study and learn, having someone to talk to—Rescue Mission of Utica provides all that and more to individuals overcoming homelessness, abuse, and addiction. Giving hope to the community is what drives the organization, and more than 1,400 volunteers and staff help make this hope come alive daily. The Rescue Mission’s wide array of free programs includes an addiction stabilization center, emergency shelter for men, enriched living center, aftercare program, and low-income housing in the newly built West Street Apartments. One service that most people associate with the Mission is the free hot meal served three times a day, 365 days a year, to all who walk through the doors. The organization’s commitment to helping the community is a full circle approach—one that has inspired some past program participants to become employees, helping others to see the organization’s mission fulfilled.
When it comes to keeping our community vibrant, healthy, safe, and stable—the silent “behind the scenes” work often makes the greatest impact. The Rescue Mission of Utica is one of the organizations where this work takes place. With its 130th anniversary just around the corner, the faith-based service provider has changed countless lives over the decades.
The emergency shelter is a 59-bed facility that offers a safe haven for men who are living on the street with nowhere to go. In 2018, the shelter provided more than 17,000 nights of care to homeless men, with a 70% success rate of getting them into permanent or transitional housing. “One of the things that really struck me when I first started working here is that the first question they ask men who are entering the shelter is, ‘Do you have dry socks?’” said Wendy Goetz, executive director. “When I wake up in the morning, I’m not worrying about if I have dry socks or if I have food in the pantry—I just do. So, it’s a whole new perspective.” A program focused on assisting men and women diagnosed with mental illness takes place at the Mission’s enriched living center (ELC). With staff available 24 hours a day, the mental health residence provides patients with food, personal hygiene items, counseling, medication management, transportation, and more.
“There’s a lot of success stories here,” said Hank Visalli, director of services at the ELC. “When people ask me what I do for a living, I say we help people grow, learn basic skills about life, and become more independent in the community where they live.” “Every day it’s something different and that’s why I love working here,” said Linda Nobles, ELC resident care coordinator. “There’s 52 residents here, so even if it’s just talking with someone, helping them make a phone call, writing a note—it just makes their day. You may not think it’s big, but for them, it’s a miracle.” With many people successfully completing programs that the organization offers, combined with the local need for affordable housing options, Rescue Mission of Utica took on one of the largest projects in its history, the West Street Apar tments. Located at 1013 West Street in Utica, the apartment complex is the only housing option that assists families on site. The location is close to other Rescue Mission buildings, as well as potential employers, daycare facilities, and bus routes. West Street Apartments includes a food pantry, clothing closet, learning center, and a financial management office, giving residents direct access to everything they need to live enriched and comfortable lives. “We get people on their feet, get them going, and hopefully prepare them to continue that journey to better themselves,” said Jaime Crowe, building manager. “This isn’t really a normal apartment complex. We do a lot with our residents—from résumé-writing to making sure they have a place to come home to should they have an issue that requires them to return to treatment. We try to work with them the best we can.” The programs and services provided by the Rescue Mission have been enhanced throughout the years with the help of grants from The Community Foundation and its generous donors. Since 1991, the organization has been awarded more than 90 grants totaling over $565,000. Most recently,
Rescue Mission was selected as the winner of the $5,000 Board Recognition Award as part of The Community Foundation’s 2019 Community Choice Awards program. The grant will fund the purchase and installation of sinks with faucets, enhancing its ability to salvage, process and distribute fresh, clean produce to thousands of families each year. Another noteworthy cause supported on numerous occasions is the Rescue Mission’s Skills for Success program. This hands-on, job training program allows individuals to learn the construction trade, preparing them for successful and meaningful employment in the industry after graduation. In 2018 alone, more than 70% of program graduates found employment or went on to pursue higher education opportunities. “We probably wouldn’t be here if it wasn’t for The Community Foundation and other community donors,” said Goetz. “We get funding from other sources, but it’s the donations and the volunteer hours that keep us going. If it wasn’t for that, we wouldn’t be nearly what we are today.” More great things are ahead as the organization is working to stabilize and enhance its programs, ensuring that it will be viable for the next 130 years. Plans to expand shelter beds—which were at capacity for most of last year—and offer more services for women are on the future projects list. The Rescue Mission of Utica is living proof that doing good has no end. With the help of caring staff and the boundless will to serve others, Rescue Mission will continue to reach out and change lives.
2019
Grant
Opportunities The 2019 Community Choice Awards allowed our nonprofit partners the opportunity to describe dozens of projects needing support. With the community voting online to select the winners, we wanted to ensure that all of the applicants’ requests weren’t forgotten—so here are summaries of this year’s applications for your review and consideration.
For more details or to support any of these important projects and initiatives, please contact Lindsey Costello, donor relations manager, 315.731.3726, lcostello@foundationhoc.org.
Animal Welfare Category
Arts & Culture Category
4PetSake Food Pantry, which aids low-income pet owners, is requesting $8,500 to cover the cost of spaying, neutering and administering rabies vaccines to 100 cats.
Broadway Theatre League of Utica is seeking $10,000 to purchase seats at shows and cover the cost of instructors and facility rentals for its “Students on Broadway!” project, designed to unleash the creative potential in children.
Bubba’s Beds for Shelter Friends requests $10,000 to fund its “Beds for the Broad Street Dogs” project, which will provide comfort, hope, and healing to nearly 120 dogs rescued in July 2019 from a Utica warehouse. CPV Rescue & Sanctuary, a no-kill shelter created, owned, and operated by Dr. Jessica Price of Clinton Pet Vet (CPV), seeks $10,000 for three months’ operating and building support while the organization seeks a new location. Pause 4 All Paws, serving Herkimer County, needs $1,500 to upgrade and purchase equipment to help ensure the safety of staff and animals. Stevens-Swan Humane Society requests $10,000 for Vetting for Vets, a program that would provide veterinary services to pets in 40 households of active military and veterans, funding spay/neuter surgery, rabies vaccination, veterinary wellness exams, and microchips. Wanderers’ Rest Humane Association, an open-admission shelter serving Madison County and nearby areas, seeks $3,550 to install 45 cat portals that would decrease stress and disease for shelter cats.
Friends of Historic Herkimer County is seeking $23,325 for repairs and architectural and engineering design fees aimed at preserving and restoring the 1834 Herkimer County Jail, which has suffered water damage that has limited its use for interpretive, educational, and other community events. Kirkland Art Center seeks $8,520 to engage artist groups for its coffeehouse series representing African American musical traditions, recruit college students to serve as event ambassadors, and provide free admission to students and low-cost tickets to the general public. Leatherstocking Ballet requests $10,250 to fund 15 student scholarships, offering at-risk youth the opportunity to study ballet through 10 months of weekly lessons. Midtown Utica Community Center seeks $35,000 to convert its former chapel into a performance space through a project called “All the World’s a Stage,” an effort to provide accessibility of arts and culture for the community, especially for those refugees and residents of the neighborhood.
Mohawk Valley Resource Center for Refugees requests $10,000 to support language services, including interpretation and translation of flyers and other written materials for its new One World Utica Welcome & Opportunity Center. Munson-Williams-Proctor Arts Institute requests $10,000 to support “The Hidden Treasure: A Mystery in Plain Sight,” a new part-digital, partanalog educational activity that employs iPods, smart phones, geocaching, and scavenger hunting. New Hartford Citizens’ Band seeks $2,530 to purchase music for its 2020 season, supporting its goal of providing concert band entertainment in and around the New Hartford community. Players of Utica seeks $10,000 for the Utica Fringe Festival, which would offer five productions simultaneously in five Utica venues, creating opportunities for artists to produce, perform, and provide experimental works to community audiences. Sculpture Space seeks $10,000 to promote and publicize a planned June 2020 public forum for its alumni, current artists-in-residence, and the community. Unity Hall Foundation, serving Trenton Falls and the surrounding area, seeks $10,000 to fund three musical presentations that will bring together some of the area’s most impressive musicians in group productions at the historic 19th century Unity Hall. Upstate Cerebral Palsy (UCP) is seeking $10,000 for its Art in Empty Windows project, which will allow UCP artists to create works in Downtown Utica’s empty storefront windows. View Center for Arts and Culture in Old Forge requests $9,750 to host the Missoula Children’s Theatre’s Intergenerational Tour Program, a week-long project that focuses on enriching, educating, entertaining, and inspiring through arts programming.
Copper City Category Copper City Community Connection, formerly known as Ava Dorfman Senior Center, seeks $10,000 to complete construction of a covered raised platform pavilion that will protect seniors from the elements during outdoor activities.
Rome Art and Community Center needs $9,395 to expand its Sound Garden by adding wheelchair-accessible pieces. Rome Baseball Association seeks $9,800 to build an eight-foot security fence around part of its baseball park. YMCA of the Greater Tri-Valley is seeking $12,000 to support its “For the Love of Music!” workshop, performance and clinic for the entire community featuring local and national artists.
Education Category Clinton Symphony Orchestra of the Mohawk Valley needs $12,595 for operations, music and space rental, insurance, and transportation to provide an annual youth concert event for local elementary schools. Empowered Pathways requests $15,000 for Project GIRLS (Getting into Real Leadership Skills), a program to introduce girls ages 11-14 to technology/computer coding and merge it with other skills to prepare them for academic and professional leadership opportunities. Thea Bowman House, which provides New York State-licensed preschool and school-aged childcare, pre-kindergarten, a food pantry, and other services, seeks $9,990 to upgrade educational and recreational materials for its newly expanded program space at the DeSales Center. Upstate Cerebral Palsy is seeking $5,800 to train additional clinicians on caring for LGBTQ individuals and establish educational and supportive workshops. West Side Senior & Community Center, which serves persons of all ages in West Utica and surrounding neighborhoods, needs $10,000 to purchase afterschool program tutoring service supplies, including tablets, books, and craft materials.
Health & Wellness Category
Mohawk Valley Community Action Agency needs $10,000 to implement a wellness program, focusing on employee health through exercise, nutrition and mindfulness, to address staff burnout and turnover stemming from the overwhelming nature of agency work.
Boy Scouts of America Leatherstocking Council is requesting $10,000 to expand trails and purchase snow bikes, hats and gloves for its Winter Blizzard Camp’s new Snowbike Adventure Program at Camp Kingsley in Ava.
Parkway Center is requesting $16,000 to finish its project, A Playground for the Ages, to enhance community connections between children and seniors.
Care Net Pregnancy Center of Central New York, which provides free, confidential services for pregnant women, seeks $10,400 to provide volunteer nurses with training for newly donated ultrasound machines.
Young Scholars Liberty Partnerships Program of Utica requests $10,000 to fund Healthy Living in my Neighborhood, a program to encourage students to develop healthy habits for life through demonstrations and student-led meal preparation.
Central New York Conservancy seeks $9,930 to make several improvements to Frederick T. Proctor Park, including the addition of four stone benches and the creation and installation of permanent signage. EMS Global seeks $62,900 for its Operation Head Start initiative to place 35 automated external defibrillators (AEDs) in libraries in the MidYork Library System. Forestport Fire Department, which provides fire and rescue services to residents of a 244-square-mile territory, seeks $6,680 to upgrade its emergency medical service (EMS) from basic to advanced. Hospice & Palliative Care requests $7,800 to provide two nurse practitioners with advanced practice RN certificates in palliative care, enhancing the quality of care provided to those with serious illnesses by providing relief from the associated symptoms and stress. Ilion Community Garden requests $12,270 to build a fence with a lockable gate, small shed with garden tools and materials, a lawn mower, and a water tank. Kelberman Center requests $14,160 for the iCan Bike program, which teaches individuals with Autism Spectrum Disorder to ride a bike, contributing to a sense of confidence and independence. Kirkland Trails requests $10,000 for a Ponds Trail and Clark Mills Trail feasibility study as part of its larger effort to develop a network of connected multi-use trails, paths, and bike lanes in the Town of Kirkland.
Human Services Category American Red Cross of the Mohawk Valley is seeking $10,000 to assist with pre-positioning, securing shelter, recruiting and training volunteers, and providing immediate assistance to disaster clients on a day-to-day basis. Center for Family Life and Recovery requests $10,000 to support Project Ready, which prepares teens of families impacted by mental health, substance abuse, and behavioral issues for adulthood and independence. Hope House seeks $10,000 to continue meeting operating expenses for its HOPE (Help Our People Eat) effort, which sees increased need in summer with children out of school and frequenting the location more often. Mohawk Valley Latino Association seeks $6,300 to support its translation and interpretation program for one year to help the Latino population overcome language barriers and challenges. Rescue Mission of Utica needs an additional $5,175 to complete the install of a stainless-steel double bowl sink and a mop sink with faucet in its food pantry, which will allow improved cleaning and salvaging of produce and increase the distribution of healthy, fresh foods.
Samaritan Counseling Center of the Mohawk Valley needs $9,975 to fund renovations needed for its planned certified play therapy program. The Salvation Army of Utica is requesting $10,000 to widen the scope of its Get Yourself Motivated program’s drop-in center for at-risk children ages 5-13, providing educational programming that promotes social intervention, social engagement, emotional skills, cultural literacy, media literacy, and good sportsmanship. Upstate Family Health Center seeks $10,000 to fund UberHealth, a ride-share program that will help patients safely and consistently attend their appointments. Utica Center for Development, also known as the Veteran’s Outreach Center, located in the former YMCA building in downtown Utica, is asking for $10,000 to complete landscaping in support of Genesee Street and downtown revitalization. YWCA Mohawk Valley is seeking $10,000 to cover part of the cost of staff participation in a national conference, and training and curriculum for its “Amend Together Mohawk Valley” program aimed at prevention education that guides young men into healthy masculinity and prevents violence against women.
ElderLife, also known as Utica’s Parkway Center, is requesting $16,000 to fund playground equipment for the revitalization of Kemble Park and $17,000 for programming to decrease seniors’ social isolation through a Sunday concert series and trivia night. Masonic Care Community requests $15,900 to support lighting and furniture for a planned horticultural learning center and greenhouse, which would enrich the intergenerational programming already on-site between the childcare center and the residents. Presbyterian Homes Foundation requests $10,000 to offer tandem spin classes, called “Pedaling for Parkinson’s,” where a non-Parkinson’s individual teams up with a Parkinson’s patient. Utica Zoological Society is requesting $10,350 to host the Utica Zoo’s inaugural senior day event.
Sports & Recreation Category
Seniors Category
Clinton Youth Foundation is seeking $10,200 for a solar cover and safety cover needed for the Jack Boynton Community Pool, which provides affordable swimming lessons, open swim time for families and individuals, and summer recreation programs.
Catholic Charities of Herkimer County is seeking $10,000 to support more volunteer drivers and dispatchers, reimburse mileage expenses, and expand client services through its Retired Individuals Driving the Elderly (RIDE) program, which provides transportation for seniors to medical appointments.
Rising Stars Soccer Club seeks $10,000 to launch a free afterschool May-November recreational program at its sports center.
CNY Health Home Network requests $10,000 to provide two additional staff members the proper training and licensing so that it can offer additional Chronic Disease Self-Management Program workshops for persons with chronic conditions in Cayuga, Herkimer, Madison, and Oneida counties.
Utica Curling Club seeks $33,000 to enhance the safety of its parking lot, especially for wheelchair users and the visually impaired, by repaving and adding additional handicap parking spots, and improving ice and snow removal.
INVESTMENT Opportunities To support these important initiatives or discuss other opportunities, please contact Lindsey Costello, donor relations manager, 315.731.3726, lcostello@foundationhoc.org.
Arc Herkimer
LifeSaving Equipment
Arc Herkimer is seeking funding for the purchase of AEDs for each of its 37 facilities. The new equipment will ensure that the organization has reliable and up-to-date lifesaving equipment for the approximately 800 people receiving services daily. Each AED costs $757.
DeSales Center Service Kitchen
The DeSales Center is seeking $65,000 to install a service kitchen on the second floor of the building. The kitchen will serve 120 children (ages 5-14) daily through Thea Bowman House programs. The work will include tiling the floor, as well as purchasing and installing a three-bay sink, electric stove, dishwasher, refrigerator and stainless-steel counter.
Isla’s Fund
Program Expansion
Isla’s Fund was established in 2018 to assist women through temporary hardships, enabling them to stay enrolled in college and continue their education. With much success during its pilot phase at Mohawk Valley Community College, the organization is requesting $20,000 to expand the program to Herkimer College and SUNY Polytechnic Institute.
Munson-Williams-Proctor Arts Institute (MWPAI) Kids and Families Events
MWPAI is seeking funding for a series of free programs for children and their families that run during school vacations this academic year.Typically, between 150-200 families and children attend these events. A $1,000 sponsor is needed for each program to enable presenting artists to purchase supplies, travel and perform. Robin Spielberg SMIRK! Steel Betty
December 2019 April 2020 May 2020
North Utica Senior Citizens Community Center Laptop
The North Utica Senior Citizens Community Center is seeking $1,000 for the purchase of a universal laptop for teachers to create and store lesson plans, document children’s assessments, record daily health checks and attendance, and link to a smart board.
Rising Stars Soccer Club Indoor Turf Replacement
Rising Stars Soccer Club needs to replace the indoor artificial turf on its two large fields. Each field is approximately 20,000 square feet and the cost to replace both is $200,000. The field turf has a life expectancy of 12 years and will benefit all youth soccer and other sports players, teams, and programs that utilize the facility.
View Center for Arts and Culture Membership Scholarship Program
View Center, located in Old Forge, is seeking $10,000 for its community scholarship program. This program allows Town of Webb arts students, international students, interns, and community residents to receive individual memberships and/or entry to any number of programs such as visual arts exhibits, performing arts shows and a wide array of multi-media workshops.
New
donor-advised
funds
Bruce AND Frances Bull Family Fund
Larry AND Corky Bull Family Fund
Clark Family Fund
Martin AND Susan Bull Family Fund
A donor-advised fund established by Bruce A. and Frances M. Bull for general charitable purposes.
A donor-advised fund established by Richard K. and Diane K. Clark for general charitable purposes.
A donor-advised fund established by Lauren E. and Cora L. Bull for general charitable purposes.
A donor-advised fund established by Susan P. Bull for general charitable purposes.
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New Transfer Instructions for Gifts of Stock Please provide your bank or broker with the following instructions for transfer of stock to our account at Robert W. Baird & Co. Inc.: DTC #: 0547 Account #: 1854-6383 Account Name: The Community Foundation
Notify Nick Grimmer, director of giving strategies, 315.731.3737, ngrimmer@foundationhoc.org, that a gift is being transferred. Provide the donor name, number of shares, and the name of the stock or the stock code, as well as the designation.
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YEAR-END GIVING REMINDERS Per IRS guidelines, the following deadlines must be adhered to in order for gifts to count for 2019 tax deductibility.
Online credit card transactions must be completed by 11:59 p.m. on Tuesday, December 31, 2019.
PHONED-IN OR IN-PERSON GIFTS Phoned-in or in-person gifts must be received by 4 p.m. on Tuesday, December 31, 2019.
MAILED GIFTS
Gifts mailed to The Community Foundation must be postmarked by Tuesday, December 31, 2019.
Nick Grimmer
Director of Giving Strategies ngrimmer@foundationhoc.org 315.731.3737
Lindsey Costello Donor Relations Manager lcostello@foundationhoc.org 315.731.3726
A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or The Community Foundation of Herkimer & Oneida Counties, 2608 Genesee Street, Utica, NY 13502. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or 212.416.8401.