FCCF 2012 Annual Report by Michael Marcheschi

Come to the table

T hereâ&#x20AC;&#x2122;s a place for you, right here . . . Fairfield County Community Foundation Annual Report Fiscal 2012

A place for you to . . . Join other informed and compassionate people who recognize the power of many. When you come to the table, we exchange knowledge and combine strengths to tackle complex issues and achieve meaningful, lasting change. This is our little known “beyond the grants” work, where collaboration and partnerships are key. Together, we can help protect the vulnerable, empower the aspiring, and preserve what we all love about Fairfield County. There’s a place at the table for you.

Cover: Sheila Perrin, board chair of the Fairfield County Community Foundation, president of the Perrin Family Foundation

(L-R) Eileen Swerdlick, FCCF board member and former Stamford Public Schools assistant superintendent; Arthur Selkowitz, board chair of the Mill River Collaborative in Stamford; Nancy Rebold, fundholder and board member of Child Advocates of Connecticut; Pastor Lindsay Curtis, Grace Baptist Church in Norwalk; Congressman Jim Himes, FCCF board member; Catalina Horak, executive director of Neighbors Link Stamford

Location: Millstone Farm in Wilton

Fairfield County Community Foundation 2012 Annual Report

A place for you to . . .

INCREASE FAMILY David Rich, executive director of Supportive Housing Works, updates Julia Brennan (far left), program officer with the Local Initiatives Support Corporation, and Cathy Ostuw on housing for the homeless in Bridgeport.

More than 52,000 families in Fairfield County—nearly one in four—can’t afford the rent for a two-bedroom apartment. You helped open the door to over 1,400 homes. Families who pay more than 30% of their income for housing may not be able to afford nutritious food, appropriate clothing, transportation, medical care, or saving for an emergency and their future. They may move often, causing disruption and school changes. Families who fall behind on rent or their mortgage face eviction or foreclosure, and even homelessness. Even circumstances less dire erode stability and restrict upward mobility. Despite degrees and jobs, Tyler and Erin couldn’t afford an apartment The recent college graduates and parents of two preschoolers found they couldn’t afford a suitable apartment plus child care, college loan payments and saving to buy a house. A friend suggested a new affordable housing complex. Envisioning seedy housing projects in movies, Tyler and Erin warily visited 80 Fair Street in

Norwalk. The 57-unit rental housing development provides permanent affordable and supportive housing for low- and moderate-income families, individuals, and veterans. “After they saw it, they fell in love with it,” said Betty Cordellos with New Neighborhoods, Inc., the nonprofit housing developer and manager that owns 80 Fair Street. “They moved into one of the workforce housing apartments.” Today, Tyler and Erin are meeting their expenses and saving for a down payment. When they eventually buy a house, a similar family can move into their apartment. Unaffordable housing impacts everyone Fairfield County’s shortage of affordable housing contributes to long commutes, traffic congestion and air pollution. It prohibits key service workers from living in cities they serve, hurts

businesses needing low- and mid-wage employees, weakens towns relying on retired residents for civic leadership, and inhibits economic growth. Collaborative solution: The Fairfield County Collaborative Fund for Affordable Housing, a partnership we

$70,760 $56,335

$ median income of rental households in Norwalk

$ income needed for median rent in Norwalk to be affordable

NORWALK RENTALS

www.fccfoundation.org

STABILITY

1,400 affordable homes; 5,000 people served

formed with 18 corporate and family foundations, individual donors, and United Ways, pools funding and awards grants to nonprofit Fairfield County affordable housing developers. Grants supported building 80 Fair Street in Norwalk. Results to date: Since 2008, the Collaborative has awarded $2.42 million in grants to six nonprofit affordable housing developers. Those grants resulted in $114.4 million in affordable housing development in Fairfield County. This funding has served more than 5,000 people, created 438 affordable homes—with 299 more in the pipeline—and helped developers maintain and manage over 1,000 affordable homes. The Local Initiatives Support Corporation manages the fund.

CATHY AND RICHARD OSTUW DONOR STORY

“If you don’t have food and shelter, your life falls apart,” said Cathy Ostuw of Stamford. Cathy worked in the corporate world until 2000, when she earned a Master’s degree in Nonprofit Management. She joined Person-to-Person in Darien and soon became executive director. Five intense years later, she scaled back and worked part-time for United Way of Western Connecticut. In 2007, she retired and became a fulltime volunteer. “While at United Way, the Collaborative Fund for Affordable Housing was starting and I

championed for us to get involved,” said Cathy. “When I retired, Richard and I decided, as fundholders at the Foundation, to join the Collaborative. The work it does is so valuable that I didn’t want to give it up. It benefits individuals and the region.” “As a group, we’re making an impact individual funders could not make alone,” Cathy said. “We enjoy meeting like-minded people, expanding our knowledge about the issue and what can be done, then becoming a part of doing it.”

Fairfield County Community Foundation 2012 Annual Report

A place for you to . . .

HELP

22% 63

of children with some poverty experience do future school leaders not graduate from trained; 21,000 high benefitting school students

URBAN STUDENTS SUCCEED

(Above) Jorge Chajon, a (Right) James Martinez, principal at bright fourth grader at Fox Fox Run, describes a new project Run Elementary School with supporters Sandy Bria (far left), in Norwalk, persevered manager of Corporate Citizenship through three years of at GE Capital, and Soraya Bilbaospeech therapy to overcome Kuo, program manager of the a speech disorder that Mentoring Institute at United Way impeded his literacy. of Coastal Fairfield County.

www.fccfoundation.org

81.6% 35.7% STUDENTS ELIGIBLE FOR FREE SCHOOL LUNCH PROGRAM, 2010

35.9%

GE FOUNDATION DONOR STORY

Danbury, Norwalk

Stamford

Bridgeport

Turning around an under-achieving public school takes a strong leader who knows how to form partnerships. Meet one of the 63 leaders you helped train. James Martinez’s first step as principal at Fox Run Elementary School in Norwalk was to establish rapport with each of the 75 staff members by asking, “How can I help you? What changes would you like to see? What would you like to remain the same?” His next step was to ask community businesses and organizations to help Fox Run and its 500 students advance from “In need of improvement” status. Thus began contributions of tech equipment, classroom libraries, books for student summer reading, professional development opportunities, and more. Volunteers came to tutor students and assist teachers. Fox Run shed its “In need of improvement” status, and in 2011-12, three years after Mr. Martinez’s arrival, it surpassed district targets in Connecticut Mastery Test scores for math. Yet another partnership changed a six-year-old boy’s life. Jorge couldn’t express what he knew A speech disorder made it difficult to understand this bright boy. Jorge’s mother, an English language speaker, talked with his first grade teacher, who spoke with Mr. Martinez. He rallied Jorge’s parents, teacher, a speech therapist, a resource teacher, and a school psychologist, who tested Jorge and recommended speech therapy. With the team’s support and his own determination, Jorge persevered through intensive speech therapy for

three years. Now a fourth grader, he is a top student who speaks flawlessly. “Without this intervention and Jorge’s exceptional motivation, it would have been catastrophic to his academic future and adulthood,” Mr. Martinez said. Effective leaders can turn around schools—and lives Family income and ethnicity dominate achievement gap statistics. However, school quality, educational resources at home, learning disabilities and language skills are other factors a school leader can mitigate. James Martinez is one of 63 graduates from the Fairfield County Community Foundation’s Urban School Leaders Fellowship. When our research forecast a wave of urban school principal retirements, we brought to the table the Bridgeport, Danbury, Norwalk and Stamford school district superintendents, the Connecticut Center for School Change and funders like you. The goal: Narrow Fairfield County’s achievement gap by readying a pipeline of aspiring urban public school principals with specialized training to create school culture, inspire teachers and form partnerships to help children soar. Results to date: 28 Fellows are in leadership positions in Fairfield County public school districts, affecting more than 21,000 students each year.

Since 1953, the GE Foundation has worked to ensure children have equal access to quality education. “We believe education is what makes our country great and ensures success for generations,” said Kelli Wells, director of U.S. Education for the GE Foundation. The GE Foundation generously supported the Fairfield County Community Foundation’s Urban School Leaders Fellowship, a collaboration with four school districts, the Connecticut Center for School Change and donors. “We seek programs aligned with our focus areas in communities where GE has a presence,” Kelli said. “This met those criteria and focused on principal leadership, which is critical to school and district success. “Everyone has a role in supporting education. While philanthropy is critical, to us it’s not just about providing a financial resource, but creating strong partnerships for strong results. “Collaboration can move the education agenda forward. If we all came together, we would have the best education system in the world—and successful children for decades to come.”

Fairfield County Community Foundation 2012 Annual Report

Reviewing feedback on its Girlz R.U.L.E.® anti-bullying program are (L-R), Masako Vigneault, a Girl Scout volunteer for 42 years; Julie Grecni, community development coordinator with Girl Scouts of Connecticut; and Kari Kaplan, Girl Scouts of Connecticut director of membership services.

A place for you to . . .

EMPOWER GIRLS 7% 16.3% 31.9% have been physically hurt on purpose by a date

have been cyberbullied

are sexually active

Today’s girls navigate a maze of bullying, dating violence and sexual pressure. You’re helping them find their voices and make healthy choices. There are 62,000 girls and young women ages 8 to 18 in Fairfield County, migrating through pressures that can derail even the most confident teen. Each is susceptible to harmful influences and can make poor choices that will scar their lives.

CONNECTICUT GIRLS GRADES 9-12

For 12 years, the Fairfield County Community Foundation’s Fund for Women and Girls has awarded grants to local nonprofits with programs specifically for girls.

Training the trainers for greater impact In addition, over the past three years, the Fund has brought to the table more than 90 leaders from 42 nonprofits with girls programs. Combined, they serve more than 800 girls and young women a year. Three to four times a year, executive directors and program specialists have met to learn from speakers, share successful program components and techniques, and practice hands-on exercises used in girls programs.

160% ,980

www.fccfoundation.org

of middle school girls girls and young have experienced women helped cyber-bullying. since 2000

KYLE WILCOX DONOR STORY

When Kyle Wilcox left the advertising world to raise her and her husband’s two sons, she got involved in her sorority alumni group. The group’s fundraiser that benefitted women and children struck a chord. “I think of it as helping people, not just women and girls,” Kyle said. “Helping women strengthens families, and helping girls helps them become strong women.” When a friend introduced her to the Fund for Women and Girls, Kyle was impressed. “It’s strategic, and funding is based on research,” she said. “Many programs pull at your heart strings. I look for those with best practices and skilled, enthusiastic and dedicated staff.” Kyle joined a Fund for Women and Girls committee that reviews grants. She has visited numerous nonprofits with girls programs.

Named “Raising the Bar,” members of this collaborative program share what’s working to help girls and young women cope with bullying, cyberbullying, dating violence, gang recruiting, sexual assault, and negative self-image. They learn how to teach girls and young women techniques for resolving conflicts, respecting others, coping with external pressures, recognizing unhealthy relationships, asking adults for help, and building their confidence. One mother’s story “I’m a parent of a daughter who has been bullied through her middle school and part of her high school career. She

has made it through tough times with bullying, and has now taken the [antibullying] training at her school. “It’s been so effective that I, my daughter, and another adult will implement this program at another school. My daughter will be a good peer for the girls, especially since so many find it hard to talk about this with adults. “She has such a passion for this, she has already given some talks on bullying. Thank you!” Turn to page 33 for more about the Fund for Women and Girls.

“It’s very rewarding to observe the impact our grants make in our community. We’re building awareness of girl-specific programming, and better serving the needs of girls. “Many of these girls have little support at home and school. We’re helping to teach them that they have a voice, and they can affect social change in their world. “More than once, a program director has told me, ‘This program is changing girls’ lives.’”

Fairfield County Community Foundation 2012 Annual Report

When nonprofits are strong and financially stable, they make a bigger impact in the community. Here’s how you’re helping them become even more efficient and effective. Local nonprofits extend lifelines to those in need, advance arts and culture, protect the environment—and employ more than 40,000 people. Each are dedicated to their mission, yet commitment is not enough to ensure the greatest impact.

Nonprofits stretched to capacity can’t accomplish as much When nonprofits receive contributions and grants, those funds are often earmarked for specific programs. As the economic recovery inches forward, donations remain down while the demand for services remains high.

A place for you to . . .

STRENGTHEN NONPROFITS

“The Effective Nonprofit,” a six-session series offered by our Center for Nonprofit Excellence, was led by 10 Harvard Business School Community Partners. Brian Allert (left) and Jim Schaffer (far right) with the Carver Foundation of Norwalk are coached by HBSCP presenters Bob Neiman (standing) and Jeff Krulwich.

This compromises funds for operating, professional development and organizational advancement. In addition, hundreds of Fairfield County nonprofits share similar missions yet serve distinct communities. This geographic segmentation hinders collaboration, partnerships and learning from each other. As a result, many local nonprofits strain to operate at optimum efficiency for maximum impact. Collaborative solution: Forge partnerships The Fairfield County Community Foundation’s Center for Nonprofit Excellence (CNE) serves as a center for collaboration, training and resources that helps local nonprofits become even more efficient and effective. By initiating partnerships with funders, training organizations, and groups that provide pro bono services to nonprofits, the CNE offers nonprofit leaders and their board chairs affordable yet rigorous workshops, networking events, and counsel.

752

nonprofit executive directors & board members attended CNE workshops and events last year

Workshops are led by the Harvard Business School Community Partners, the Association of Fundraising Professionals, National Executive Service Corps and individual experts.

www.fccfoundation.org

Topics include strategic planning, financial management, governance, fundraising, donor relations, leadership development, program assessment, branding, and more.

84% ANTICIPATE INCREASED NEED FOR SERVICES

Results to date: Last year, 752 executive directors and board members from 375 nonprofits attended 21 workshops and three networking events. They elevated their skills in board governance, donor relations, fundraising, measuring results and more. Other CNE services included technical assistance, access to a national fundraising database, a community event calendar, and individual guidance. In addition, the CNE published two research reports on nonprofit trends in Fairfield County.

29% 16% COLLABORATE TO REDUCE ADMIN EXPENSES

ENDED 2011 WITH AN OPERATING DEFICIT

CONNECTICUT NONPROFITS

PURDUE PHARMA DONOR STORY

One of Purdue Pharma L.P.’s values is good corporate citizenship. Founded by physicians and headquartered in Stamford, Purdue supports programs that improve the quality of life in the community. “We look for organizations that fill important needs in the region,” said Merle Spiegel (right), senior director, Corporate Communications. “We look at their ability to deliver services effectively, and show measurable outcomes. We prefer organizations that can make a significant impact based on the number and breadth of individuals served.”

Purdue is a generous supporter of the Fairfield County Community Foundation’s Center for Nonprofit Excellence. “Through our own experiences serving on various not-for-profit boards, we know they have limited staff and resources,” said Diana Lenkowsky (left), vice president, Facilities and Administrative Services. “The Foundation's Center for Nonprofit Excellence offers access to professional development, expertise and networking opportunities that help fill gaps.” Diana said the Community Foundation is “extremely professional, knowledgeable, and conscientious about allocating their dollars. Like Purdue, they effectively leverage dollars for long-term results. “Having the funds to support nonprofits—and helping them become more efficient and effective by supporting the Center for Nonprofit Excellence—is a privilege for us.”

Fairfield County Community Foundation 2012 Annual Report

minute walk to a park is Bridgeport's goal for every resident

A place for you to . . .

REVITALIZE

CITY PARKS

Connecticut’s largest city is its most densely populated, and one of the poorest in the nation. You’re helping uplift neighborhoods by improving its most distinctive feature: Parks.

ELIZABETH WINGFIELD BARNETT DONOR STORY

Elizabeth Wingfield Barnett passed away 13 years ago at age 97 without having had a husband or children, yet her impact on Fairfield County is immortal. She left a gift in her will to the Foundation to be used “for general purposes.” She placed a priority on helping residents, especially children, living in urban settings. A grant from her fund is helping revitalize Bridgeport’s 45 public parks.

Miss Barnett was born in 1901 in Atlanta and graduated from Randolph Macon Women’s College in 1923. She earned a Master’s degree in social work from Tulane University. During the Depression, she worked for the Federal Emergency Relief Administration and taught at the Tulane School of Social Work. She came to Connecticut in 1946 as a visiting professor of social work at Columbia University. She later joined Family Centers in Greenwich as a caseworker. After retiring in 1975, Miss Barnett traveled the world.

More than 145,000 people live in Bridgeport’s 16 square miles. Diverse income levels and a near-equal mix of white, Hispanic and black residents contribute to the city’s vibrancy, yet create opportunities for division. Parks connect people and improve economic vitality Whether pocket parks in neighborhoods or sweeping expanses of open space, parks coax people outdoors and provide opportunities to cross paths and exchange greetings. Children play with each other as parents chat, teenagers participate in team sports, adults share walking paths and games courts. Restaurants and businesses flourish, and property values hold steady or increase.

www.fccfoundation.org

13%

28%

25%

2005-06

2007-08

2009-10

PERCENTAGE OF BRIDGEPORT YOUTH ENGAGED IN PARK RECREATION PROGRAMS

How Bridgeport earned its nickname Beginning in 1851, the City of Bridgeport and wealthy residents began dedicating land to public parks. Two of the largest, Seaside and Beardsley Parks, were designed by Frederick Law Olmsted, creator of New York City’s Central Park. Today, Bridgeport boasts 45 parks covering 1,300 acres—approximately two square miles or 1,258 football fields—earning its nickname “Park City.” “A park within a 15-minute walk” Like any public asset, parks need maintenance, upgrading and funding. When Bridgeport Mayor Bill Finch wanted to create a new parks master plan and ensure a park was within a

15-minute walk of every resident, we recognized an opportunity to create a public-private partnership. A partnership formed at the table We brought to the table the City of Bridgeport and the Trust for Public Land, the nation’s leader on building city parks that energize neighborhoods and boost the local economy. The Trust for Public Land offers indepth knowledge on how to work with government, private land owners and community members to create parks that meet community needs. A team from its Connecticut office will work hand-in-hand with the City of Bridgeport to create and revitalize its parks and help raise funds.

Above: (L-R) Juanita James; Alicia Betty, Connecticut director of the Trust for Public Land, and Bridgeport Mayor Bill Finch discuss the Bridgeport Master Parks Plan in Knowlton Street Park. Top: Seaside Park in Bridgeport was designed by Frederick Law Olmsted.

Thanks to supporters like you, we awarded $60,000 to the Trust for Public Land. This will support intensive collaboration between the Trust for Public Land and the City of Bridgeport. “Parks are very important, they’re an outlet,” said lifelong Bridgeport resident Jorge Cruz. “It’s nice to sit outside and mingle with other people. It makes you feel like you are part of a community.”

FISCAL 2012 BY THE NUMBERS $16.6 MILLION awarded in grants, including $694,000 in scholarships $1.4 MILLION BROKERED grants $17.4 MILLION RECEIVED IN CONTRIBUTIONs $147.9 MILLION IN NET ASSETs GRANTS BY FUND TYPE IN MILLIONS ■ Donor Advised ■ Discretionary ■ Field of Interest ■ Scholarship ■ Donor Designated ■ Agency Endowments

$ 13.3 $ 1.3 $ 0.7 $ 0.7 $ 0.4 $ 0.2

TOTAL

$ 16.6

80%

5% 2%

Totals include agency endowments

GROWTH OF GRANTS IN MILLIONS $16.6

2012 $11.5

2010

$11.0

2007 $7.2

2004

$6.9

2001 1998 1995 1992

$1.6 $1.0 $0.3

WHAT WE OFFER YOU We help you make a difference in the communities of Fairfield County and beyond in four ways: 1. You can give to your charitable passions. When you establish a charitable fund with us, you receive personalized philanthropic advisory services and financial stewardship to target your giving to the causes you care about. Whether you want to support causes in Fairfield County or across the country, we handle all of the grantmaking and reporting. 2. You can give alongside others to a shared charitable passion. Your giving is leveraged when you contribute to a collective fund. You can choose among funds that benefit a field of interest, specific communities or the entire region.

3. You can give to where the need is greatest, right here in Fairfield County. Come to the table and support our initiatives and leadership work in the community. This involves research, collaboration, partnerships and funding to create and lead solutions to complex regional problems. 4. You can continue your giving long after you’re gone. You can leave a gift in your will or estate plan that will benefit your community or charitable passions for decades.

CONTENTS 14 New Funds 17 Contributors 23 Funds 29 Discretionary Grants 36 Governance. Committees 38 Advisory Council, Professional Advisors 39 Community Friends, Staff 40 Financial Highlights

Fairfield County Community Foundation 2012 Annual Report

THANK YOU

20 YEAR Highlights

YEARS

THANK YOU FOR

1992-93

Five community foundations merged to form the Fairfield County Community Foundation. All funds are endowed. Net assets $8.5 million; $713,000 awarded in grants

DIFFERENCE

1994-97

Susan M. Ross hired as president and CEO. Conducted first research study to forecast population shifts in Fairfield County by 2015. Discretionary grants funded critical needs

It has been an honor to serve you in our new roles as Board Chair and CEO. This has been an exciting year. In addition to continuing our grantmaking—this year we awarded $16.6 million—your Foundation played a critical leadership role in Fairfield County.

1997-00

New emphasis on discretionary grant results. Introduced nonprofit workshops. Launched Fund for Women and Girls. Published “The Profile of School Readiness in Fairfield County”

2000-03

Broadened grants to support early childhood education. Formed Fairfield County After School Network. Held first Fund for Women and Girls luncheon

2003-05

Focused discretionary grants on achievement gap and affordable housing. Established Professional Advisors Council

2005-07

Complied with new national standards for community foundations. Forged partnership with Harvard Business School Community Partners to strengthen nonprofits. Merged with Greater Bridgeport Area Foundation. Launched Collaborative Fund for Affordable Housing. Fund for Women and Girls published report on women’s unmet needs

2007-09

Fund for Women and Girls launched Family Economic Security Program with Norwalk Community College and NCC Foundation. Launched Urban School Leaders Fellowship to create pipeline of future school principals. Established Safety Net Giving Circle, awarded $200,000 to nonprofits providing basic needs. Consolidated professional development and training for nonprofits into the FCCF Center for Nonprofit Excellence

2009-11

Published report on recession’s impact on local nonprofits. Published “School Leadership Matters,” advocated passage of a state bill allowing alternative route to certification for school principals. Created Kids Backpack Giving Circle, raised $125,000 to double number of Bridgeport children carrying home nutritious food for weekends. President and CEO Susan Ross announced retirement

2011-12

Juanita T. James hired as president and CEO. Created Fairfield County Community Leadership Fund to address current and evolving regional needs. Initiated community listening posts. Net assets approach $150 million; $151 million in grants awarded since 1992

OF MAKING A

Dear Friend,

We formed partnerships with many key stakeholders in our community to identify and solve complex challenges that no single organization could tackle. In these pages, you’ll find stories about innovative programs, strategic partnerships, and generous donors like you. In the coming year, we plan to do much more. You will be invited to join us as we embark on an ambitious and inspiring journey to listen to our communities. We want to pinpoint the challenges and opportunities facing all of us in Fairfield County, and how we can bring everyone together to address them. We will be inviting nonprofit leaders, corporate funders, private donors, government officials, program experts—and you—to come to the table. It’s at the table where we learn from each other, connect over a shared desire to tackle critical needs, build strategies to make a meaningful and lasting impact, and take action. These partnerships allow all of us to accomplish much more than any of us could alone. We regard this community leadership role as our greatest strength and value. We invite you to come to the table. There’s a place for you, right here. Sincerely,

Sheila A. Perrin Chair, Board of Directors

Juanita T. James President & CEO

None of this would have been possible without you. Thank you. www.fccfoundation.org

NEW Funds We help you make a maximum impact with your charitable giving

You can establish and name a fund at the Foundation, then support your favorite causes close to home as well as anywhere in the United States. In addition, you can join likeminded individuals and give to collective funds at your Foundation that match your local charitable passions. If you want to give to where the need is greatest, you can support our regional initiatives and leadership work in the community. Some want their giving to continue long after they’re gone, and leave a gift to their community or favorite cause in their will. If you don’t have a charitable passion, we can help you focus your philanthropy to support values important to you. If you do, we introduce you to corresponding nonprofit programs in Fairfield County. Depending on your level of engagement, you’re invited to guided visits of local nonprofits, donor briefings and events. We advise you about new giving opportunities that match your interests. In addition, you have access to our research, including program evaluations in your fields of interest. When you establish a charitable fund with us, you are freed from drafting documents, accounting and reporting requirements. You can engage your children and name successor advisors. Your contributions are professionally managed and overseen by the Foundation’s Investment Committee and Board of Directors. Anonymous giving is possible. As one fundholder said, “This is smart philanthropy.”

Rebold Family Fund Nancy and Matt Rebold established the Rebold Family Fund to expand their giving from global and domestic charities to include a significant local component. “It is also an ideal way to introduce the importance of giving back to our daughters (pictured left) and build a tradition of giving in the family,” Nancy said. “As we focus on local giving opportunities, we can talk to our girls about helping others close to home who may be less fortunate. “The Foundation's local knowledge and expertise makes it the perfect partner in helping us accomplish this objective.”

Meghan K. Lowney Fund The Meghan K. Lowney Fund is a donor advised fund.

Shumway Family Fund The Shumway Family Fund is a donor advised fund.

Fairfield County Community Foundation 2012 Annual Report

Peter Fedorko Scholarship Fund

Good Schools Bridgeport Fund

A lifelong Stratford resident and graduate of Bunnell High School, Peter Fedorko knew he wanted to help students in his community.

Building on the Bridgeport Education Reform Fund, a new advised fund at the Foundation has been opened to support accelerated district-wide turnaround in Bridgeport Public Schools.

As he began the process of creating a scholarship fund, Mr. Fedorko thought back to his life experiences and how the trips he made to Russia, China and Europe helped shape his world view and give him a broader understanding of different cultures and lifestyles. One trip in particular, to a rural Chinese hospital, left an impression. “It was pretty basic,” he said. “Hypodermic needles were cleaned and left in the sun to dry. The whole atmosphere struck me as being completely different than it is here at home.” He knew he wanted to give Bunnell High School students that same opportunity to see the world. The Peter Fedorko Scholarship Fund will provide scholarships to students who would not otherwise have the means to travel abroad and learn about different cultures and ways of life.

The Good Schools Bridgeport Fund will support priorities identified by Bridgeport Public Schools Superintendent Paul Vallas and approved by the Bridgeport Board of Education. Private funds will be put to work to help the district implement the Good Schools Bridgeport Plan, a plan that puts the district on course to improve public schools in every neighborhood. Key strategies include attracting and supporting high quality teachers and leaders, increasing school quality and expanding choice, and supporting the execution of proven educational practices, including integration of technology tools. The goal of the Plan is to ensure that all students achieve at grade level and are provided the support to achieve their education, career and life goals.

“You can read about it, but until you’re actually there, you don’t fully appreciate the differences in the way people live.”

www.fccfoundation.org

NEW Funds

(continued)

Fairfield County Community Leadership Fund Fairfield County is among the wealthiest in the nation, yet thousands of children are failing in our schools and facing compromised futures. The high price of housing is undermining stability for mid-wage and low-income families. Long-term unemployment among those age 50+ has wiped out lifetimes of savings with few ways to catch up. And what new challenges will the future bring? One guaranteed forecast is the age wave of baby boomers growing older. What will be the impact on our towns and cities for housing, health care, transportation and social networks? There is much work to prepare for to effectively address the challenges of today and the next 20 years. That is why we established the Community Leadership Fund. We know tightly-focused philanthropy, innovative approaches and astute collaborations can bring about real change. This is our little-known “beyond the grants” work. It is strategic problem solving that tackles critical regional issues that defy conventional answers. We know that the inequities in our region outstrip the amount of grants we alone can award. That’s why we research, analyze and identify where we can affect real change, then bring to the table experts, community and business leaders, elected officials, nonprofit leaders, private funders, and you to partner in finding approaches that will best solve these critical needs. It is community leadership at its best. The Community Leadership Fund will ensure our sustainability and capability to address current issues and evolving future challenges for Fairfield County communities and residents. We will connect and spark a dialogue on the most critical issues with every stakeholder in the community through listening posts and surveys. We will engage our stakeholders and partners to identify the challenges, research the possibilities, leverage resources and create solutions.

$4B

in grants made by U.S. community foundations in 2011

Fairfield County Community Foundation 2012 Annual Report

We will review and revise our strategic plan. And we will inspire and build the resources to meet the community’s changing needs.

Contributors to our community leadership work The Fairfield County Community Foundation envisions a future where our cities and towns are vibrant and sustainable, and all enjoy opportunities to lead fulfilling, productive lives. To that end, we bring to the table experts, community and business leaders, elected officials, nonprofit leaders, private funders, and you to collaborate on tackling critical regional issues. We are most grateful for those who contribute to this “beyond the grants” community leadership. Leadership Gifts We are honored to recognize and thank these generous individuals, private foundations and corporations for their significant gifts of $7,500 and more: Anonymous (2) John T. and Sheila B. Becker Foundation Vicki & David Craver Guilford Fund Thomas & Mary Ann Hays Anne S. Leonhardt Barbara Leonhardt Lone Pine Foundation, Inc. Ann S. Mandel Susan & Stephen F. Mandel Jr. MBI, Inc. Edward S. Moore Family Foundation The Oppenheim Family Fund Sheila & Charles Perrin Seabreeze Foundation

Key Supporters We are pleased to recognize and thank these contributors for gifts that support our community leadership work:

“

Peggy Anderson Anonymous Alexandra Falconer Austin Fund Bernicestine & Harold Bailey Joan & Ed Barksdale

The Community Foundation introduces me to wonderful opportunities to help those who need it most. I especially appreciate how they bring different people together to solve the most difficult problems in our communities. I am confident my giving is making the greatest impact.

”

Jim & Ellen Bassett Allan & Nancy Bernard Edwin L. & Jane Bescherer Bharucha Charitable Foundation

—Anne S. Leonhardt, with daughter Barbara Fundholder since 1998

Dorothy Blaustein Bridgemill Foundation Sandra J. Brown Elizabeth H. Burke John & Anita Caggiano Joel & Neva Cheatwood Hon. John P. Chiota Ann & Richard Cohen

The Jeniam Foundation

Richard & Rita Seclow

Abelardo S. Curdumi

JP Morgan Chase Foundation

George & Donna Smith

Daniel L. Daniels, Esq.

The GB Knecht Foundation

Nancy J. Stoetzer

Marie S. Dix

Gary A. Kraut

David J. & Lyn G. Sullivan

John & Mary Donohue

The Kreitler Foundation

Eileen Swerdlick

Christopher Douglass

Jennifer W. & Mark Lapine

Kathleen Synnott

Amy & Tony Downer

Katherine C. & Gary L. Leeds

Gerry Tessitore

Barbara J. Erickson

Michelle Lesko

Christian & Patricia Trefz

Pam & Kenneth Fadner

Harold Levine

John & Cindy Vaccaro

Marie Fauth Charitable Fund

Natalie & Frank Lyon

Giselle Wagner & Paul Meyerson

William & Judy Ferdinand

The Malkin Fund

Trina Waldron

Eileen & Lou Fernous Jr.

Connie S. and Betty Maniatty Foundation, Inc.

Hon. David M. Walker & Mary E. Walker

George & Janet Ferrera

Phyllis G. & Philip R. Marsilius

Helen B. Wasserman

Robert & Linda Fiscus

Jill Mays

Lawrence N. Waterbury

James & Jane Flaherty

Harold & Nancy McGraw III

Curtis & Katharine Welling

Mary-Jane Foster & Jack McGregor

Wilbur Miller

Linda F. & John R. Whitton III

Dorothy Fox

Moffly Publications, Inc.

Jean C. Winton

Madeleine G. Fox

Barbara V. & James V. Moltz

Steven & Gail Wolff

W. Michael & Ellen Funck

Peter T. & Janet Mott

Mary Jane & Nicholas Wood

Andrea Gartner

Wafaa Naggar

Jon R. & Lauren Zirn

GE Foundation

Robert Neiman

Nancy Hart Glanville

Don & Sara Nelson

Nelson H. & Susan E. Gonzalez

Loretta Nolan, CFP, AEP

Robert C. & Julie Graham

Ronald & Renée Noren

Sue & Ed Greenberg

Eleanor & Henry O’Neill Family Fund

Haffenreffer Family Fund

Dennis P. & Laurie Orr

Mrs. James Hoban Harris

Patrick Foundation

Mike & Sally Harris

Robert & Patricia C. Phillips

Myrna Gould-Harrison & Edward E. Harrison

Marianne & Edward B. Pollak

The Darrell Harvey Family Foundation Inc.

Christina Posniak

Barry C. & Lilyan Hawkins

Thomas V. & Marianne B. Reifenheiser

Peter & Jackie Heneage

Hans F. Reiss

David T. Henigson

Sharon Reiss Closius

James A. & Mary Himes

Relyea Zuckerberg Hanson, LLC Rich Foundation, Inc.

Hazel & Mike Hobbs Joseph & Sharon Hoffman Bruce & Michele Hubler Impact Personnel, Inc. Juanita T. James & Dudley Williams Allan V. Jay III, CFP Troy & Diane Jellerette

Robert N. Rich Daniel K. & Betty Roberts Family Foundation Paul F. & Janice Roman Gilbert J. Rose Joan Rosenbaum Susan M. Ross & Charles MacCormack

www.fccfoundation.org

Contributors to Foundation Funds We are grateful to all who contributed to one or more funds at the Foundation. We recognize and thank these generous individuals, corporations, organizations, funds, and private foundations for their gifts of $250 and more:

J.C. & S. Adams Fund of the Community Foundation of Jackson Hole

Alice & William Burnham

Mary A. Erlanger

Donna & Robert Byrnes

Hanna G. Evans

Capwood Associates, LLC

FactSet Research Systems Inc.

Carl Marks Foundation Fund

Pam & Kenneth Fadner

Karen L. & C. Edward Chaplin

Family and Childrenâ&#x20AC;&#x2122;s Agency

Joel & Neva Cheatwood

Thomas J. & Kathleen S. Farrell

John P. Chiota, Esq.

Killeen Faughnan

Amy & John Cholnoky

Marie Fauth Charitable Fund

Citibank, F.S.B.

Foundation for Life, Inc.

Citizens Bank Foundation

Peter Fedorko

Vidal S. Clay

Gregg J. & Marla J. Felton

Jeanette Clonan

Eric & Anne Ferguson

Lisa Cobb

Betsy & Jesse Fink

Ann & Richard Cohen

Robert L. & Linda J. Fiscus

Kristi Colburn

James P. & Jane Flaherty

Courtney Combe

Forester Capital, LLC

Vincent J. & Patt Como

Mary-Jane Foster

Lucy Conrod

Dorothy Fox

Nancy Cook

James & Jane Fox

Janet Oâ&#x20AC;&#x2122;Connor Cornell

Marilyn M. & William P. Frank

Mary Corson & Jonathan Sackler

Mika & David N. Frechette

Country Life, LLC

Frosty & Donald R. Friedman

Lloyd B. & Eleanor J. Cox Jr.

FSW, Inc.

Jill Coyle

W. Michael & Ellen Funck

David & Jane Crandall

Bernadette & Nelson Gales

Crane Foundation, Inc.

Garden Homes Fund

Vicki & David Craver

Andrea Gartner

Virginia Crawford

GE Foundation

Linda C. & Robert H. Cremin

GE Capital

Mrs. Kevin Crimmins

Daniel A. Gehnrich

Andrea K. & David M. Cross

Georgetown Chrysler Jeep Dodge

Connecticut State Seniors

Edward F. Gerber

BNY Mellon Community Partnership

Center for Women and Families of Eastern Fairfield County

Ann W. Gibb

Tina and Jeffrey Bolton Family Trust

Thomas D. & Louise M. Cunningham Jr.

Julie Bostwick

Abelardo S. Curdumi & Isabel L. Rodriguez

Jane Boyle

Julie Cusimano

Greater Bridgeport Bar Association, Inc.

Daniel L. & Jennifer Daniels

Bridgeport Hospital Foundation

William R. & Marjorie Davidson

Bridgeport Rotary Club Foundation, Inc.

Margaret Davies

Dorothea E. Brennan

Kathryn & Edward G. Davis

Marc A. Breslav & Arlene Seymour

Laurie A. Davis

Nancy C. Brewer

DiSalvo Ericson Group Structural Engineers

Sandy Bria

Marie S. Dix

Bridgemill Foundation

Brian & Laurie Doherty

William J. Britt, Esq.

Domus Foundation

Mary Brock

John P. Donahue, M.D. & Leslie L. Grattan

Harry Brodbeck Trust

Christopher Douglass

Brody Wilkinson PC

Amy & Tony Downer

Brooklawn Country Club, Inc.

Greg Doyle

Louise Brooks

Nancy & Donald S. Dworken

Patti Brown

Martin A. Dworken, Esq.

Ruth W. Brown Foundation

Myron I. & Carol Dworken

Suzanne A. Brown Peters

Judy & Charles Eaton

William H. & Carol D. Browne

Eileen Fisher

Marianne Buchanan

Thyra & Theodore Elliott

Elizabeth H. Burke

Karl H. & Nancy Epple

Annie O. Burleigh

Barbara J. Erickson

Marian Clark Adolphson Advanced Technical Materials, Inc. Almira Family Foundation Oakes Ames Janice Andersen Andrews Family Foundation Anonymous (22) Courtnay & Matt Arpano Richard A. & Nancy Axilrod David F. & Lucy Ball Bank of America Charitable Foundation, Inc. Bank of Tokyo-Mitsubishi UFJ, Ltd. April S. Barker James R. & Kaye E. Barker Joan & Ed Barksdale Jim & Ellen Bassett Serena Bechtel John T. and Sheila B. Becker Foundation Anita V. Behnken George B. & Mary L. Beitzel Fred M. Bering Edwin L. & Jane Bescherer Susan Bevan & Anthony F. Daddino Bernard & Miriam Beyman Milton I. & Pamela C. Bickle Judith L. Biggs Alison Birnbaum Mrs. Andrew W. Bisset Barbara Louise Blauvelt Wendy & Jason Block Lorraine Bloom

Fairfield County Community Foundation 2012 Annual Report

Marty & Roger Gilbert Nancy M. Gilbert Amy J. & John Gillis Estate of Thomas Gilmartin The Joseph and Licia Gimma Foundation William H. & Emily Gindin Laura & Rob Glanville Nancy Hart Glanville Edward & Penelope Glassmeyer Global Impact Arthur B. & Barbara M. Gnaedinger Jeanne Gnuse Mary Kate Gobleck Mr. & Mrs. Arthur Golden Lori Gonye Beth Ina Gopman Katie Gormley Dorothy M. Gough Robert C. & Julie Graham Sue & Ed Greenberg Sandra Greer Maggie & Jim Griesing Hillary Grogan Grossman Family Foundation Guilford Fund

Joan Gullans Lawrence & Michele E. Haertel Haffenreffer Family Fund Jane Gade Halliwell Fund Hammerschlag Family Foundation, Inc. Leslie Hardy Hilary Haroche Mrs. James Hoban Harris Mike & Sally Harris Myrna Gould-Harrison & Edward E. Harris Susan S. Hart Kristy & Robert L. Harteveldt The Darrell Harvey Family Foundation Inc. The Hastings Foundation, Inc. William J. Hauck Barry C. & Lilyan Hawkins Thomas C. & Mary Ann Hays Marian & Winlow M. Heard Per & Astrid Heidenreich Helping Hand Foundation Michael C. & Nancy Herling Debra & John D. Hertz Jr. Christie Hicks Roger Hillas Robert S. Hillas James A. & Mary Himes Debbie Hires Ingrid M. Hirsch Hazel & Mike Hobbs Joseph & Sharon Hoffman Mrs. Harrison B.W. Hoffman Richard & Wendy Hokin Holloway Family Foundation Mary & Steve Holmes Estate of Ellen N. Hosiosky Richard M. & Janet L. Hoyt Bruce & Michele Hubler Anda B. Hutchins

Henry and Joan Katz Fund of the Jewish Community Foundation of Eastern Fairfield County Henry L. Katz Phyllis Kaufer

“

Amanda Kavanaugh Cordy Gould Kelly & John L. Kelly Susan Kemp Martin & Betty Kent Gail Khosla Mary Lee & Jack Kiernan Christine H. Kim Libby King Paul & Barbara Kirwin The Kite Key Foundation Roland E. & Janet D. Klingner The GB Knecht Foundation

The Fairfield County Community Foundation has introduced us to many organizations in our community that we otherwise might not have come across. The Foundation’s team connects us with successful charities aligned with our mission to educate underprivileged children. As a funder and a volunteer it is rewarding to see first-hand the effects FCCF has on our community.

”

William R. & Audrey Knobloch Stuart C. & Ellen J. Kovar Gary A. Kraut The Kreitler Foundation

—Cecilie Jedlicka The Per and Astrid Heidenreich Family Foundation Stamford

Rosemary Ogrinc Krivoshik & Bill Krivoshik Barbara Vogt Kugler The Louis J. Kuriansky Foundation Kathleen LaCroix Hillary Lammens Monica Lamontagne Robert & Darlene Lang Alfred H. & Joan J. Lange John A. Lannon & Patricia C. Lannon Jennifer W. & Mark Lapine Richard S. Lawrence & Sarah Lawrence Sally & Larry Lawrence Mariko & Matthew LeBaron The Lebensfeld Foundation Janet L. Lebovitz Kim & Stew Leonard Anne S. Leonhardt

Manatuck Hill Partners, LLC Ann S. Mandel Susan & Stephen F. Mandel Jr. Mark Family Fund Donald E. & Mary E. Marquardt Sidney Marshman

Barbara Leonhardt

Phyllis G. & Philip R. Marsilius

Hynes, Himmelreich, Glennon & Company

Frederick H. Leonhardt Fund at the New York Community Trust

Marti Fischer Grant Services, LLC Timothy Massad & Charlotte Hart

Joan H. Igler

Brian & Naida Leslie

Matson Financial Advisors, Inc

Jeffrey & Andrea Immelt

Michael Lesnick & Martha McCann Lesnick

John C. Mayer

Impact Personnel, Inc.

Dan Levinson

Lauren A. & David Mazzullo

Inisfad Foundation

Wes & Mary Liebtag

MBI, Inc.

Matt & Sara Iorio

Joyce & Larry Light

Rachel McAree

Iridian Asset Management, LLC

Elizabeth Likly

Robert S. McCarthy

Harvey & Joan James

Lori Lindfors

William & Roslynne McCarthy

Juanita T. James & Dudley Williams

Phillip E. & Donna M. Lint

Patrick McCormack

Allan V. & Mary Jay

Mickey Lione, Jr. Fund, Inc.

Melanie & Tom McGlade

The Jeniam Foundation

Leslie B. Littlejohn

Harold & Nancy McGraw III

Sarah B. Jenny

Lone Pine Capital

Sonnet & Ian McKinnon

Thomas F. & Kathryn S. Jensen

Lone Pine Foundation, Inc.

Pamela McKoin

JJJ Charitable Foundation

George and Betsy Longstreth Charitable Gift Fund

Linda & Vincent K. McMahon

Elizabeth Hutchins

Barbara P. & Carl F. Johnson Jr. Julie M. Johnson Mystique E. Johnston & Manuel E. Mejia Betty Beall Jordan JP Morgan Chase Foundation

Angela Lovely Meghan Lowney Peter B. & Laurie A. Maglathlin Jeremy Main The Malkin Fund

Peter & Barbara McSpadden Meadow Ridge Residents Association Lizanne C. & John Megrue Joel & Ellen S. Mellis Christine & William Merritt

Albert and Helen Meserve Memorial Fund of Wells Fargo Virginia & Juan M. Meyer Morlee J. Miller Col. John W. Mitchell Moffly Publications, Inc. Moore Family Fund Edward S. Moore Family Foundation Gerald J. & Joyce Moran Barbara & John T. Morris Ben & Leanne Mortell Peter T. & Janet Mott Katharine & Kenneth Mountcastle Marian Mule Barbara & William Murphy Jessica Murphy Marci Murphy Norwalk Community College Foundation Robert Neiman Nellie Mae Education Foundation Don & Sara Nelson Irwin and Dorothy Nessel Foundation, Inc. Neuberger Berman Gregory & Sue Neumann Leo Nevas Family Foundation, Inc. New Canaan Community Foundation New Canaan High School Boys Hockey Team Newman’s Own Foundation

www.fccfoundation.org

Contributors to Foundation Funds (continued) Claudia Breslav Nielsen

Rockledge Institute, Inc.

Patricia Stoddard

Joyce Weiser

Ronald B. & Renée Noren

Janet E. Rogers

Sally & Charles Stone

Joan & Fred Weisman

Eleanor and Henry O’Neill Family Fund

Paul F. & Janice Roman

Catharine S. & Jeffrey C. Sturgess

Dana & Thomas B. Welles

Robert W. Obrecht

Gilbert J. Rose

Charlotte & John Suhler

Curtis & Katharine Welling

Olson Foundation

Lil and Julie Rosenberg Foundation, Inc.

David J. & Lyn G. Sullivan

Joseph H. & Marion Wertheim

Paula Oppenheim

Susan M. Ross & Charles MacCormack

David J. Sullivan III & Gioia J. Riccio, M.D.

Wilmot Wheeler Foundation

The Oristano Foundation

Rotary Club of Derby-Shelton

Kevin J. & Edith V. Sullivan

Claire & Tom Whelan

Lindsay & David G. Ormsby

Carmina Roth

Eileen Swerdlick

Linda F. & John R. Whitton III

Beverly M. Orthwein

Lauren Roth

Mimi D. & Marc Tabah

Kyle Wilcox

Jody Osborn

Charles M. & Deborah Royce

Theodora L. Taggart

C. Webb Williams & Sallie Walter Williams

Cathleen & Richard Ostuw

Karen Free Royce

Catherine Talbot

Jane S. & Brian Williams

Overhills Foundation

Cristine Russell

The Tauck Foundation

Annette Wilson

Christine & John Palumbo

Patricia Russo & John Karr

Robert Taylor

Deborah R. Wilson

Lynne Pasculano

Ruth Camp Campbell Foundation

Melissa M. & Todd S. Thomson

Elisa & Thomas B. Wilson

Patrick Foundation

Summer Hill Foundation

Tory Thorman

Sandra W. Wilson

Richard G. Payne & Patricia T. Chiota

Katherine & Peter Sachs

Johnna G. Torsone

Phyllis Winham

Joann Peacock

Shelby Saer

Ellen P. Tower

Winokur Family Foundation, Inc.

People’s United Financial Inc.

Sage Foundation

Bob & Mary Trefry

Richard H. & Jean Witmer Jr.

People’s United Community Foundation

Dorothy M. Savage Charitable Lead Trust

The Ernest and Joan Trefz Foundation

Nancy & Greg Wolcott

Sherry Perlstein

Frank & Lolita Savage

Christian & Patricia Trefz

Steven & Gail Wolff

Sheila & Charles Perrin

Savings Bank of Danbury

Tyler Family Charitable Gift Fund

Allison Wolowitz

Mary Beth Peterson

Deb Sawch

Howard & Judith Udell

Karen & John Wood

William J. Peterson

Everett M. & Sarah E. Schenk

Richard R. Uhl

Joanne Woodward

Peter & Cynthia Phelan

Paul & Susan Scheufele

Elizabeth & Gary Unger

Yardis Brothers, Inc.

Robert & Patricia C. Phillips

John & Sally Schlachtenhaufen

Arthur & Judy Yee

Pitney Bowes Community Investments

Seabreeze Foundation

U.S. Trust, Bank of America Private Wealth Mgmt.

Pitney Bowes Education Foundation

Betsey & Arthur Selkowitz

Margaret Platka

Lisa Shanahan

Ronnie & Larry Polansky

Jane Shang

Marianne & Edward B. Pollak

Brian & Marilyn Shannahan

David & Colette Poniatowski

Anissa Shannon

Ms. Elaine Potash

Shaw Family Fund

Purdue Pharma L.P.

Jean & Jeffrey Shaw

Reuben & Nina Ravden

Jeanie Shaw

Jane & Robert Ready

Marsha K. Shendell

Nancy & Matt Rebold

Janet M. Sherin

Redding Life Care LLC

Shipman & Goodwin LLP

R. Donald & Connie Reich

The Shumway Foundation

Thomas V. & Marianne B. Reifenheiser

Chris & Carrie Shumway

Hans F. Reiss

Sigma Phi Epsilon, California Chi Chapter

Relyea Zuckerberg Hanson, LLC. Charitable Gift Fund

Richard A. & Vivienne R. Silver

Meredith & Eric Reuben Revson Charitable Trust Gioia F. Riccio Eileen & Gary Rice Rich Foundation, Inc. Elizabeth Rich Robert N. Rich

Nancy & Gilbert Simpkins

Jon & Cleo Sonneborn St. Vincent’s Medical Center Stamford Hospital

Ruth Sternad

Ridgefield Veterans Memorial Community Assoc., Inc.

Sternlicht Family Foundation

Mary Louise Vitelli Mr. & Mrs. Robert K. Vogel Giselle Wagner & Paul Meyerson Mary S. Waldron Trina Waldron Albert & Miriam Walker Hon. David M. Walker & Mary E. Walker William Wallace Sara Walsh Joan M. Warburg Helen B. Wasserman Peter A. & Deborah L. Weinberg Family Foundation

George & Donna Smith

Mary Jo Riddle

Daniel D. & Doris A. Robinson

Venman & Co., LLC

Shirley & Bill Sklar

Warren and Susan Stern Family Fund of the Jewish Communal Fund

Jeanne Robertson

John & Cindy Vaccaro

Susan Skelsey

Ellen Richman

Daniel K. and Betty Roberts Family Foundation

United Way of Western CT-Danbury Office

Amy Meyercord Stevens Kerry Y. & Jed W. Stevens Russell P. & Pearl R. Stockman

Fairfield County Community Foundation 2012 Annual Report

553

people gave between $250 and $4.5 million to FCCF last year. THANK YOU!

Nancy & Dan Yih YMCA, Central Connecticut Coast Torrance B. York The Zarrilli Family Jennifer & Eddy Zervigon John & Sara Zimmermann Ellen Zumbach

Contributors to Fund for Women and Girls We are pleased to recognize and thank those who generously contributed $1,000 and more to the Fairfield County Community Foundation’s Fund for Women and Girls:

Andrews Family Foundation Anonymous (4) Courtnay & Matt Arpano David F. & Lucy Ball Bank of America Charitable Foundation, Inc. April S. Barker Joan & Ed Barksdale Judith L. Biggs Tina & Jeffrey Bolton Family Trust Jane Boyle Sandy Bria Bridgemill Foundation Mary Brock Patti Brown Suzanne A. Brown Peters William H. & Carol D. Browne Marianne Buchanan Annie O. Burleigh Amy & John Cholnoky Citibank, F.S.B. Vidal S. Clay Kristi Colburn

“

I believe in and support the Fund for Women and Girls because it has impact. From supporting single parents seeking college degrees, to funding programs that help girls develop confidence and resiliency, its work strengthens our entire community. As the Fund grows, so will the impact it has on the lives of women and girls throughout Fairfield County and, from that, we will all benefit.

”

Mary Corson & Jonathan Sackler Crane Foundation, Inc. Vicki & David Craver Andrea K. & David M. Cross Brian & Laurie Doherty

—Janet Lebovitz, New Canaan Supporter since 2009

Amy C. & Tony Downer Judy & Charles Eaton Eileen Fisher FactSet Research Systems Inc. Marie Fauth Charitable Fund Betsy & Jesse Fink

$38.9 billion given to education by Americans in 2011

Mika & David N. Frechette

Ann S. Mandel

Lisa Shanahan

Marty & Roger Gilbert

Susan & Stephen F. Mandel Jr.

Jane Shang

Beth & Arthur Golden

Mark Family Fund

Anissa Shannon

Sandra Greer

Lauren A. & David Mazzullo

Shaw Family Fund

Helping Hand Foundation

Rachel McAree

Jean & Jeffrey Shaw

Christie Hicks

Sonnet & Ian McKinnon

Shipman & Goodwin LLP

Mrs. Harrison B.W. Hoffman

Linda & Vincent K. McMahon

Nancy & Gilbert Simpkins

Bruce & Michele Hubler

Lizanne C. & John Megrue

Stamford Hospital

Hynes, Himmelreich, Glennon & Company

Katharine & Kenneth Mountcastle

Sternlicht Family Foundation

Jeffrey & Andrea Immelt

Barbara & William Murphy

Charlotte & John Suhler

Mystique E. Johnston & Manuel E. Mejia

Jessica Murphy

Summer Hill Foundation

Amanda Kavanaugh

Marci Murphy

Johnna G. Torsone

Mary Lee & Jack Kiernan

Norwalk Community College Foundation

Tyler Family Charitable Gift Fund

Libby King

Neuberger Berman

Mary S. Waldron

Kathleen LaCroix

Olson Foundation

Joan M. Warburg

Jennifer W. & Mark Lapine

Oppenheim Family Fund

Sally & Larry Lawrence

The Oristano Foundation

Peter A. & Deborah L. Weinberg Family Foundation

The Lebensfeld Foundation

Lindsay & David G. Ormsby

Janet L. Lebovitz

Beverly M. Orthwein

Anne S. Leonhardt

Cathleen & Richard Ostuw

Frederick H. Leonhardt Fund at the New York Community Trust

Lynne Pasculano

Leslie B. Littlejohn

Pitney Bowes Community Investments

Lone Pine Capital

Lauren Roth

Angela Lovely

Charles M. & Deborah Royce

Peter B. & Laurie A. Maglathlin

Cristine Russell

Manatuck Hill Partners, LLC

Sage Foundation

Sheila & Charles Perrin

Joan & Fred Weisman Curtis & Katharine Welling Linda F. & John R. Whitton III Jane S. & Brian Williams Annette Wilson Elisa & Thomas B. Wilson Sandra Wilson Phyllis Winham Winokur Family Foundation, Inc. Jean & Richard H. Witmer Jr.

www.fccfoundation.org

LEGACY SOCIETY: HOW DO YOU WANT TO LEAVE YOUR MARK? When you remember your community, favorite cause or beloved nonprofit organizations in your will, you support what you treasure forever. You can tell us how you wish the money to be used, or leave a discretionary gift that will tackle community problems as they emerge. Even a modest bequest will grow, under our stewardship, into a significant fund within a few decades. At the same time, your generosity will generate ever-increasing grants to the causes or communities you specify. When you let us know that you’ve made a bequest, you’re welcomed into our Legacy Society. You’re invited to events and gatherings, and informed about Foundation initiatives and activities. Please talk with your professional advisors and with us to find out how easy it is to leave a lasting mark in your world. We gratefully acknowledge the compassion, generosity and foresight of our Legacy Society members: Members

Remembered

Anonymous (3)

Donald C. Baldwin

Philip W. & Frances Ramer

James R. & Kaye E. Barker

Elizabeth Wingfield Barnett

Jean Gregory Richmond

Barbara Louise Blauvelt

Nancy Bassett

Leah & David E. Robinson

Susan Titus Glascoff

Ida Davidoff

William M. Saba

Myrna Gould-Harrison & Edward E. Harrison

Barbara Benton Davis

Joseph J. Santry

Frances Marian Deas

Dorothy M. Savage

Sally Dickson

Edgar See

Joan T. Diedolf

Harriet S. Sherman

John Marshall Lee, CLU, RHU

Anna K. Dziuba

Edmund C. Spencer

Robert B. Factor

Ruth Sternbach

Barbara Littlefield

Mary Elizabeth Farman

Mary Varaljai

Jeremy Main

Thomas Gilmartin

Edward Warren

Ann S. Mandel

Jane Gade Halliwell

Thomas R. & Doris C. McCullough

Eduvina Hennigar

Lori Hashizume William R. & Audrey Knobloch

Linda M. Molnar Katharine Mountcastle Roy G. Neumann Janice Park Dr. Thomas Purcell Jane & Robert Ready Cheryl D. Reedy June Rosenthal Mary S. Waldron Joan & Fred Weisman Muriel Wilson

Dorothy Herrmann Mary Elizabeth Hill Mia Holthausen Charlton Lyman Patricia Main Elizabeth Matthews Stella Margaret McHenry Helen Muller Elizabeth Bissell Northcross Edward and Grace Nunes Nancy J. Pilgard James Powell-Tuck Jonathan Prince

THOMAS GILMARTIN'S

GIFT TO CHILDREN'S FUTURES Thomas F. Gilmartin lost his sight when he was a young man. He could have allowed the disability to stop him in his tracks. Instead, he considered himself fortunate for his capabilities and continued to pursue his goals. Tom’s commitment to helping others led him to a successful career as director of Lighthouse International, a Manhattan-based nonprofit that has fought against vision loss since 1905. Later in life, Tom moved to Stamford and became deeply involved in the community and with many nonprofit organizations. When he began discussing estate planning with his attorney, Jevera Kaye Hennessey, Tom was specific about which causes and nonprofit organizations he wanted to support. Yet he could not decide on a nonprofit to fulfill his desire to educate children. Jevera introduced him to the Fairfield County Community Foundation. “When I suggested the Foundation as an astute way to fulfill the educational aspect of his philanthropy, Tom was very happy. They were a perfect fit,” said Jevera. Tom left a generous gift in his will to the Foundation’s Fund for Academic Excellence. Added to gifts from others who share his passion for quality education throughout Fairfield County, Tom will help prepare children for promising futures, now and forever. “Tom did a lot of good for a lot of people during his lifetime,” Jevera said. “He was happy to know that his good works for others would continue as he intended.”

Fairfield County Community Foundation 2012 Annual Report

Funds of the Foundation Every grant the Foundation makes comes from a gift made by someone like you. Many donors have established charitable gift funds with us. They choose the name for their fund and its purpose. Some prefer to leverage their contributions through collective giving to a shared cause. Some want their giving to take place during their lifetime. Others want their giving to endure for generations. The following funds, listed by fund type, are held at and stewarded by the Foundation:

Donor, Family & Corporate Advised Funds These funds make it easy to actively participate in your charitable giving. You recommend grants from the fund you established to any qualifying public charity in the U.S., including those working overseas. We handle all of the paperwork and reporting. You can access our knowledge and philanthropic expertise for guidance about community issues and local nonprofits. You can give anonymously, and name advisors and successor advisors.

“

It was important to us to teach our children about giving back and helping families like ours who have not had the same opportunities or advantages. Our fund at the Foundation provides the structure for us to have meaningful family discussions about philanthropy, and involve our children in the decisions and joys of giving back.

”

—Lucy and David Ball, Darien Fundholders since 2004

Advancement of Norwalk Fund

Henry B. duPont, III Advise and Consult Fund

John A. Leslie Fund

Anonymous (2)

Fath Family Charitable Fund

Dan Levinson Charitable Fund

Delbert L. Auray, Sr. Fund

Ferguson Fund

Sol and Rebeka Lieberman Fund

Back to You Fund

Betsy and Jesse Fink Fund

Light Fund

Anthony Ball Memorial Fund

Flaherty Family Fund

Phillip E. and Donna M. Lint Fund

Lucy and David Ball Family Fund

Douglas and Olivia Floren Fund

Mickey Lione Sr. Memorial Fund

Bannow-Noren Fund

Forester Community Education Fund

Littlefield Fund

James R. and Kaye E. Barker Fund

Irwin E. and Micheline Friedman Fund

Tom Liu Memorial Fund

Barksdale Family Fund

The Ganim Fund

Lockhart Jennings Family Fund

John P. and Nancy J. Bassett Fund

Garavel Family Fund

Longstreth-Pullman Family Fund

Louise Baum, Eastern Bag & Paper Co., Inc. Fund

Gately Fund

The Meghan K. Lowney Fund*

Beard Family Fund

Leonard Geller Memorial Fund

Mandel Family Fund

Jacob E. and Judith A. Goldman Fund

Stephen F. and Ann S. Mandel Fund

Goloff-Spector Memorial Fund

Bonnie and Gene Markowski Family Fund

Goodspeed Fund

Philip R. Marsilius Fund

Colin and Eileen Green Fund

The Massad Family Fund

Joshua Greenberg Memorial Fund

McCullough-Wilkinson Families Fund

Grossman Family Fund

McDonald-Wright Family Fund

Jane Gade Halliwell Fund

Peter and Barbara McSpadden Fund

Peter Hanson Fund

Mellis Family Fund

Mike and Sally Harris Fund

Christopher T. Miller Fund

Percy, Edna, and Edward E. Harrison Fund

Stephanie and David Mixter Fund

Thomas C. and Mary Ann Hays Fund

Moran Family Fund

Winlow and Marian Heard Family Fund

Gilbert C. & Rosemary F. Mott Fund

The Heidenreich Family Fund

Gregory and Sue Neumann Fund

Hellogood Fund

Nevas Family Fund

Dr. Ellen Hosiosky Fund

Paul Newman Fund

Pat and Shirley Howe Fund

Melissa Nickel Memorial Fund

Louis Joseloff Fund

Charles F. & Anne Meckes Niemeth Foundation Fund

Jane M. & Edwin A. Bescherer Fund Judith L. Biggs Fund James P. and Elinor Upton Biggs Fund Bisset Family Fund Bluenose Fund Richard P. & Barbara A. Bodine Fund Bosworth Fund Daniel and Emily Brennan, Sr. Fund The Colleen Doyle Britt Education Fund James and Margot Butler Family Fund Captain Morgan First Mate Fund Octavio & Marianela Choy Fund Thomas C. Clark Fund Clarkson Family Fund Mildred (Aunt Mimi) Cohn Fund Como & Nicholson Fund Hugh and Eleanor Curran Memorial Fund Daffodil Fund Dalluge-May Family Fund Barbara Benton Davis Fund Delany Family Fund Bern Dibner Gift Fund Doherty Family Fund Donald J. Donahue Family Advisory Fund Benjamin and Frances Doto Family Fund George and Mary Dunbar Family Fund

Peter H. and Joan M. Kaskell Fund Henry L. and Joan L. Katz Fund Keeper of the Hearth Fund John A. Klein Leadership Fund Knobloch Fund Julie Kovar Fund Indiana B. Langston Fund Anne S. Leonhardt Fund Barbara A. Leonhardt Fund Melissa Anne Leonhardt Fund

Norgren/Mahon Family Fund Edward Vernon and Grace M. Nunes Fund Ostuw/Leather Family Fund The Outreach Fund Graham Overbrook Fund Norman K. Parsells Rotary Memorial Fund Perrin Family Fund Pollak Family Fund Rebold Family Fund*

www.fccfoundation.org

Funds of the Foundation (continued) Frank J. Riccio, M.D. Fund

The Udell Family Fund

Arts & Culture

Betsy and Jack Rich Legacy Fund

Vacheron Family Fund

Fund for Arts and Culture

Ridgefield Community Foundation Fund

Venman & Co. LLC Fund

Marian Anderson Award Fund

David E. & Leah D. Robinson Fund

The Eric and Sasha Vincent Family Fund

Rockledge Fund

Clarence C. Walker Fund

Bridgeport Arts, Entertainment and Recreation Fund

Gil & Anne Rose Family Fund

Fred & Joan Weisman Fund

Charles Ettl Fund

Anthony J. and Martha F. Ruscito Fund

Wellborn Family Fund

Sarah Wheeler Frassinelli Arts Fund

Safe Harbor Fund

Wiehl Fund

Children, Youth & Families

Dorothy and Frank L. Savage Family Fund

Joanne Woodward Fund

Bridgeport Energy Campership Fund

Harold L. Schine Fund

The Zac and Amanda Zeitlin Family Fund

Bridgeport Energy South End Fund

Rosamond Stephenson Shannon Fund

Marie and John Zimmermann Fund

Shumway Family Fund*

Donor, Family & Corporate Advised Funds with Grant Focus

Anna K. Dziuba and Eleanor K. Borcz Fund for Children

Richard and Vivienne Silver Charitable Fund Skaarup Trust Fund Samuel and Esther Rachel Sobel Fund Theodore and Mariadina Steiber Memorial Fund Sternheim-Gardner Family Fund Stiassni Family Fund Suhler Family Fund Sullivan Family Fund Tauck Fund Turtle Insurance Policy

Auxiliary of Park City Hospital Endowment Fund Theodore H. and Margaret S. Beard Excellence in Teaching Award Bluefish Foundation Fund Bordman-Beardsley Fund BRAD Fund

”

—Dan Levinson, Westport Fundholder since 2011 Founder, Green Village Initiative

Fairfield County Community Foundation 2012 Annual Report

Fairfield County Woman-BF Goodrich Childcare Scholarship Fund Mia S. Holthausen Fund Edward Mck Holly Fund Jean Gregory Richmond Fund Ridgefield Community Foundation Fund for Youth

The Bridgeport Education Reform Fund*

Ridgefield Youth Leadership Fund

Bridgeport Public Housing Resident Support Fund

Treasure Chest Fund Westport Sunrise Rotary Young Voices Fund

Food Bank of Fairfield County, Inc. Fund

Community Development, Urban Affairs

Milton H. and Isabelle V. Friedberg Fund

Alvord Award Fund

Heidmar Fund

Community Response Fund

Higher Ground Fund

Arthur and Gladys Lunin Humanitarian Award Fund

Eye Care for the Underprivileged Fund

“

Fairfield County Fund for Women and Girls

The Jessica Lee Brett Memorial Fund

Banyan Tree Fund of the Leo & Ida Davidoff Family

As I transitioned from running my financial firm to founding and running a nonprofit and focusing more time on nonprofit ventures, the Foundation was one of my most important supporters and advisors. Foundation staff spent countless hours with us, discussing our operations and mission, introducing us to the key players in the sectors and towns where we work and providing matching funding for some of our programs. Much more important than the funding, however, was the partnership, expertise and the support provided. We would not be where we are without them. To us, FCCF is partner, advisor, funder, cheerleader and friend — all rolled into one.

Fairfield County Fund for Children & Youth

Lester Johnson Memorial Fund Brenda H. Kaplan Music Fund Kimball Cancer Cure Fund Mathew Kosbob Memorial Fund Ruth I. Krauss Fund Early Childhood Development

Janice Park Social Justice Fund Stamcag Fund Herbert B. West Award Fund

Community Leadership Fairfield County Community Leadership Fund*

Ladysmith Fund for Women’s Health

Fund for Great Leadership

The Steve Maxwell Fund for Teaching ESL

Education

Millstone Farm Charitable Fund John and Barbara O’Connor Education Fund Olga Fund

Fairfield County Fund for Academic Excellence Fairfield County Fund for New Americans

Fund for Pete’s Sake

Sandra Alpert Nathan Memorial Fund for Children with Learning Disabilities

Lil and Julie Rosenberg Foundation Inc. Fund

Rabbi Harry Nelson Memorial Fund

Stephen J. and Madelyn M. Santa Environmental Fund

Norwalk Fund for Excellence in Public Education

Jonathan M. Todd Accounting and Finance Higher Learning Fund

Environment

The Truglia Thumbelina Fund

Fairfield County Fund for the Environment

Hilda Tooher-Corcoran Charitable Fund

Health & Human Services

Upton Family Child Care Fund

Fairfield County Fund for Health and Wellness

Florence and Bill Vermeulen Fund

Interfaith Council Fund for Respite Care

Yankee Doodle Fund For Music

Peter & Rose Levinsky Memorial Fund Arthur and Gladys Lunin Fund

*Established in FY12

Stella Margaret McHenry Fund Interfaith Council-Virginia Schroeder Fund

Field of Interest Funds Your contribution to a Field of Interest fund is pooled with gifts from other likeminded contributors to collectively support your favorite Fairfield County cause or issue. You can give to any existing Field of Interest fund or establish a new fund. The Foundation makes grants in perpetuity to nonprofits that serve your field of interest.

Sight Handicapped Fund Louis and Ruth Sternbach Fund For People with Disabilities Barbara J. Stockman Memorial Fund Timothy Fund Ginny Yurch Memorial Fund

Strengthening Nonprofits Fairfield County Center for Nonprofit Excellence Fund Financial Management Assistance Fund

Discretionary Funds These funds allow you to ensure your charitable giving is addressing the most pressing needs in Fairfield County’s cities, towns and the region, especially as those needs change over time. The Foundation depends on discretionary funds to address high-priority issues, support initiatives that tackle community and regional problems, and to help make the communities of Fairfield County healthy, vibrant and supportive to all. For Countywide Grantmaking

Herbert and Margaret Renert Fund

Stamford

Willard H. Sahloff Fund

Mac Cart Fund

Norman Schaff, Jr. Memorial Fund

Stamford Endowment Fund

Schwerdtle Family Fund

Stratford

Frederick B. Silliman Memorial Fund William S. Simpson Fund Ralph & Marian Washburn Sprague Fund Anne W. Stokes Fund Bernard H. Trager Memorial Fund Bradford Newman Warner Fund

Greater Bridgeport Community Impact Fund Trumbull Community Trust Fund

Julia C. Palmer Fund

Weston

Remington Products Inc. Fund

Five Town Endowment Fund

Zarrilli Family Fund

Westport

Brookfield

Elizabeth Bissell Northcross Fund

Danbury

Wilton

Greater Danbury Endowment Fund

Five Town Endowment Fund

Darien Five Town Endowment Fund

Easton Greater Bridgeport Community Impact Fund

Fairfield County Community Foundation Board Designated Grant Fund Fairfield County Endowment Fund

Fairfield

Edmund C. Spencer Fund

Community-Specific Bethel Greater Danbury Endowment Fund

Bridgeport

Remington Products Inc. Fund Greater Bridgeport Community Impact Fund Miriam and Elizabeth Kriegler Memorial Fund Gota M. Norell Fund Julia C. Palmer Fund Remington Products Inc. Fund

Greenwich Greenwich Endowment Fund

Monroe Greater Bridgeport Community Impact Fund Miriam and Elizabeth Kriegler Memorial Fund

Bridgeport Rotary Club Memorial

Gota M. Norell Fund

Greater Bridgeport Community Impact Fund

Julia C. Palmer Fund

Carl B. & Marian C. Adolphson Memorial Fund

Five Town Endowment Fund

Greater Danbury Endowment Fund

Julia C. Palmer Fund

Nancy J. Pilgard Fund

Remington Products Inc. Fund

Raymond J. and Veronica O’Connor Fund

Gota M. Norell Fund

Sheila and Charles Perrin Fund

Julia C. Palmer Fund

Trumbull

Carr-Earle Fund

Memory Fund

Raymond J. and Veronica O’Connor Fund

Gota M. Norell Fund

Miriam and Elizabeth Kriegler Memorial Fund

Impact Fund

Gota M. Norell Fund

Miriam and Elizabeth Kriegler Memorial Fund

Elizabeth Wingfield Barnett Fund

Fairfield County Fund

Miriam and Elizabeth Kriegler Memorial Fund

Remington Products Inc. Fund

*Established in FY12

Designated Funds A designated fund is ideal when you want to support a specific nonprofit organization in perpetuity. You may name one or more organizations to receive annual grants from your fund. If any of your designated organizations dissolves or changes its purpose, the Foundation ensures your original charitable objectives are continued. 3030 Park Grants-in-Aid Fund

Earle G. & Betty M. Anderson Fund

New Fairfield

John M. Berkowitz Fund

Greater Danbury Endowment Fund

David H. & Theresa L. Bresky Fund

New Fairfield Community Fund

William & Margaret Buckens Fund

Newtown

Philip H. & Cecelia K. Burdett Fund

Greater Danbury Endowment Fund

R. Ward Chapman Fund

Edward F. Bodine Fund

Norwalk

Bridgeport Learn Not To Burn

Arthur Clifford Fund Albert L. Coles Memorial Fund Leete P. and Marjorie S. Doty Fund Robert B. Factor Fund

R & E Aiello Fund Ann’s Fund Aaron S. Avery Fund Baldwin Fund

Five Town Endowment Fund

Bridgeport Public Education Endowment Fund

Elizabeth Bissell Northcross Fund

Bridgeport Rotary Club Endowment Fund

Ramer Fund

William and Philip Carlson Fund

Jeanne C. Gerber Memorial Fund

Greater Danbury Endowment Fund

Murray R. Glass Fund

Ridgefield

Grabau Family Fund

Greater Danbury Endowment Fund

Sally Dickson Fund

John E. and Clare M. Hampford Fund

Richard O. Dietrich Fund

Edward E. Harrison Endowment Fund

(See the Ridgefield Community Foundation Fund under Donor Advised Funds)

Edward and Myrna Harrison Fund

Shelton

Gellatly Family Fund

J. Walker Hill Fund

Greater Bridgeport Community Impact Fund

A Gift for Bridgeport Children

Zalmon S. & Ethel P. Hirsch Memorial Fund

Miriam and Elizabeth Kriegler Memorial Fund

Girl Scout Campership Endowment

Michael and Ida Hoffman Family Fund

Gota M. Norell Fund

Sam M. and Pauline Golden Fund

Emil & Mali Kriegler Memorial Fund

Julia C. Palmer Fund

A. George Lindquist Fund

Remington Products Inc. Fund

Christian I. & Hilma A. Gravesen Memorial Fund

M.& F. Foundation Advise Fund

Sherman

Ann Adams Mandeville Fund Masonic Family Fund N.M.K.M. Fund #2

Greater Danbury Endowment Fund

of income donated to charity by Fairfield County residents in 2011

Fund for the Center for Global Studies

Nancy Flint Fund

Redding

Maddever-Harrison Fund

3.6%

Charlton Trust Fund Fund for Connecticut’s 9/11 Living Memorial at Sherwood Island

ETRA Health Fund

Greenwich Board of Education Fund Anastasia P. and Peter S. Hardy Fund Percy C.K. & Edna Morgan Harrison Fund Hawley Memorial Trumbull Library Fund Charles M. Herbert Barnum Festival

www.fccfoundation.org

Funds of the Foundation (continued)

Arthritis Association

The fund is stewarded for the long-term needs of the organization with oversight by the Foundation’s Investment Committee and Board of Directors. The Foundation handles all administrative responsibilities, freeing the organization to pursue its charitable mission.

Heritage Institution of Ellis Island

Alpha Community Service YMCA Fund

HIAS

Anonymous

Jerusalem Foundation

Barnum Festival Fund

Jewish Community Center

The Beth El Cemetery Association Endowment Fund

Seymour I. Hollander Fund Invest in Fairfield County Fund** Sanford D. Katz Fund Robert G. & Jean D. Lee Fund Byron S. Lindley Memorial Fund Lord Fund Arthur and Gladys Lunin Funds to benefit: Ahlbin Center American Cancer Society American Health Assistance Foundation American Joint Jewish Distribution Committee American ORT Anti Defamation League of B’Nai Brith

Jewish Federation of Greater Bridgeport Juvenile Diabetes Foundation Kennedy Center, Inc. Kids in Crisis Arthur and Gladys Lunin Youth Funds to benefit: Congregation B’Nai Israel Jewish Community Center Stephen Lyman/Greenwich Workshop Wilderness Fund Marjorie and Mabel Fund Rocio Garces Martinez Fund Robert and Sophia Mitchell Memorial Fund William H. Moffitt, IV Cultural Arts Fund Edward J. Morgan Fund June & Rachel Muhs Fund Leo Nevas Memorial Fund established by the Newman’s Own Foundation

Walter Breslav, Jr. Scholarship Fund Brooklawn Country Club Caddie Scholarship Fund Robert W. Brown Scholarship Fund Cecelia K. Burdett/V.N.S. of CT, Inc. Scholarship Fund Wilson R. Burns Scholarship Fund May Camp & Webster Upson Walker Scholarship Fund Thomas E. Carroll Fund Chiota Family Scholarship Fund Christopher Chute Memorial Sportsman’s Award Fund Raymond E. Clafin Memorial Scholarship Fund Megan Cobbledick & Jason Kern Fund The Paul Corwel Fund Edward J. Crotty Scholarship Fund

Bridgeport Rotary Community Service Endowment Fund

Leona Bedient Crouchley and Charles D. Crouchley, Jr. Scholarship Fund

Greater Bridgeport Symphony Endowment Fund

Mario D’Addario Scholarship Fund

Camp Hi Rock Endowment Fund

Charles A. and Eleanor Naylor Dana Scholarship Fund

The Jane Norgren CLC Fund for Children

DeBlasio/Christopher Scholarship Fund

Dr. Robert B. Cooper Fund

Richard DiSalvo Scholarship Fund

Council of Churches Community Endowment Fund

Pastor Shearon Dudley Memorial Scholarship Fund

The Domus Fund

Ulysses J. Dunne & Ulysses J. Dunne, Jr. Scholarship Fund

Pat Hart Scholarship Endowment Fund/ Neighborhood Studios of Fairfield County Endowment Fund Wilda Morgan Hayes Fund George T. Hewlett Fund Mercy Learning Center Fund Norwalk Symphony Endowment Fund Person to Person Reserve Fund

Edward A. Dworken Memorial Foundation, Inc. Dworken Family Fund Dr. Frank G. and Edith B. Elliott Scholarship Fund Nicholas & Anne Nagy Fabian Scholarship Fund Fairfield High School Scholarship Foundation Joseph R. Farkas Sr., Engineering Scholarship Fund

Norman King & Laura Eales Parsells Fund

Ridgefield Community Center Endowment Fund

Peter Fedorko Scholarship Fund*

Ridgefield Community Foundation Endowment Fund

F.H.S. Class of ’41 Fund

Dr. Charles E. Reed Fund

Victor M. Ferrante, Sr. Memorial Fund The Marion and Joseph Fullin Scholarship Fund

Amy Louise Rich Memorial Fund

School Volunteer Association of BridgeportAlan E. Gustafson Memorial

Kay and Ed See Fund

United Way Endowment Fund

Jeff Shoup Memorial Fund

United Way of Coastal Fairfield County Endowment Ettlinger Fund

Thomas J. Gardella Memorial Scholarship Fund

VNA Corporations, Inc.-VNS of CT Hospice Free Support Fund

GBAF Scholarship Fund

Theodore B. Smart Fund Stratford Jaycees Community Fund Weston Lacrosse Club-Paul Scheufele Endowment Fund Thomas Berry Willson Memorial Fund W.I.N-W.I.N Fund *Established in FY12 **Includes contributions from funds established by Elizabeth Farman, Russell Frost III, Ralph Sheffer, and Ruth and Albert Sims and gifts from the Perrin Foundation, Edgar See and Constance Scanley

Organization Endowment Funds A nonprofit can establish an Organization Endowment fund to create a stable financial future. The fund becomes part of the Foundation’s investment pool, and benefits from robust investment diversification and economies of scale.

Richard P. Bodine, Sr. Scholarship

Person to Person Endowment Fund

Elizabeth M. Pfriem Fund

of high net worth adults in the U.S. gave their largest gifts to operating support

Bethany Congregational Church Scholarship

Norwalk Senior Center Community Lunch Fund Phillips/Lansdale Fund

58%

Edward R. Bernstein Memorial Scholarship Fund

Fairfield County Community Foundation 2012 Annual Report

Y.M.C.A. Endowment Funds

Scholarship Funds These funds support the educational advancement of students based on criteria of your choice. Scholarships often memorialize a loved one, or honor a special person or milestone.

St. Gabriel School Scholarship/Financial Aid Fund Phyllis S. Garrison Scholarship Fund June Goodman Scholarship Fund Greater Bridgeport Bar Association Scholarship Fund Peter Hanson Memorial Award for Humanity Peter Hanson Social Justice Scholarship Fund William L. Hawkins Scholarship Fund Edward C. Hawley Scholarship Fund Health Related Studies Scholarship Housing Authority of the City of Bridgeport Scholarship Fund I Housing Authority of the City of Bridgeport Scholarship Fund ll I Have a Dream of Norwalk, Inc. Scholarship Fund Olga and Dimitri Jankowich Fund

Maurice W. Anderson Memorial Scholarship Fund

Eugene and Betty Jones Engineering Scholarship for Minorities

Charlotte Aquino Nursing Scholarship Fund

Kindergarten to College Collaboration Scholarship Fund

Aspblom-Graham Nursing Scholarship Fund Ernest J. Badillo Scholarship Fund

Edward R. Kasparek Memorial Fund

Elizabeth Bigelow Ballard Fund

Agnes W. and Ernest W. Kaulbach Fund

Barquin-Bullard-Thompson ABCD Scholarship Fund

Julia Keefe Scholarship Fund Jeff Keith Scholarship Fund

Nancy E. Barrelle Memorial Scholarship Fund

The Andrew E. Lange Memorial Science Scholarship Fund

Arthur C. Bass Memorial Fund/Les Treize IV Nancy J. Bassett Oncology Scholarship Fund John P. Bassett Scholarship Fund Florence Batchelder Scholarship Fund of Class of CHS ’31

Mickey Lione Jr. Scholarship Fund Mickey Lione Jr. Scholarship at Trinity Catholic High School Fund Irving Loeb Kornblut Award

Dorothy Weitzner Kornblut Scholarship Fund L’Ambiance Scholarship Fund LA DANZA Scholarship Fund Leonhardt Scholars Program Fund Les Treize Scholarship Fund I Les Treize Scholarship Fund II Les Treize Scholarship Fund III Bruce G. Lockhart Scholarship Fund Arthur Lunin Learn A Trade Fund Maccalla Family Trust Les Treize Fund Bertram and Sally MacMannis Scholarship Fund Margret McDonald and Lucy Blood Memorial Scholarship Fund Ralph McIntosh, Sr. Memorial Scholarship Fund Frank J. McKee Scholarship Fund Meadow Ridge Scholarship Fund Amanda Martin Meloy Career Choices Scholarship Fund Charles J. Merritt, Jr. & Virginia B. Merritt Fund Peg and Paul Mortell Scholarship Fund Theodor Muller Scholarship Fund Jack and Roselyn Goloff Nowitz Musical Scholarship Fund Frederick W. Nowlan Fund Helen F. Nowlan Trust Fund Eliza Oliver Memorial Scholarship Fund Oristano Foundation Fund P.C.H. Medical Staff Scholarship Fund E. Cortright & Nancy Phillips Scholarship Fund Julia Peyton Phillips Scholarship Fund Edward Pickerstein Memorial Scholarship Fund Caesar Pina Fund George E. Pipkin, Jr. Scholarship Helen Redding Scholarship Fund Marcy Sallick Scholarship Fund Kay and Louis Samotus Scholarship Marion Sanford Scholarship Fund Richard K. Schmidt Aquarion Science Scholarship Fund Schofield-Blauvelt Scholarship Fund Sumner Simpson Scholarship Fund William E. Smith Scholarship Fund Sonneborn Scholarship Fund Spanish Merchants Association Scholarship Fund Ralph B.and Charlotte G. Sperry Fund Stamford High School Class of 1951 Scholarship Fund William E. Stratford Memorial Fund, Boys’ Club & Girls’ Club of Bridgeport, Inc Margaret F. Taylor Scholarship Fund Karen Telickey Scholarship Fund J. Richard Tiano Memorial Scholarship Fund James E. Tisdale Memorial Scholarship Fund Jettie Tisdale Scholarship Fund John T. and Violet Totilas Memorial Scholarship Fund Ernest and Joan Trefz Scholarship Fund Helen Varaljai Memorial Scholarship Fund Leroy Vaughn Scholarship Fund Lt. Robert W. Vogel, USN Memorial Scholarship Fund Magnus Wahlstrom Leadership Award Fund WHHS Class of 1948 Award Fund William Wolper School and/or Community Service Award Fund Emanuel Zimmer Scholarship Fund *Established in FY12

Greetings from Jessica Barragan, Sophomore at Cornell University Last year, you met Jessica Barragan, the 23rd student to receive a fouryear Magnus Wahlstrom Leadership Award scholarship. Jessica was the Class of 2011 valedictorian at Stratford High School. Her mother raised her two children on her own, often working four jobs to support her family. Jessica is now a sophomore at Cornell University. Here is her Spring 2012 update: I have great news! I was admitted to the London School of Economics and Political Science Summer School! I will be traveling to London to take an anthropology class on Culture and Globalization, hopefully for my honors research. I am so excited. I have more excellent news. As Chapter President of the Cornell Ivy Council—an organization that supports student affairs and philanthropy, and addresses issues across all eight Ivy-League universities—I was accepted to the prestigious Ivy-China Research Mentorship and Exchange program this summer. I will stay in Beijing and travel to other Chinese provinces for two weeks. As one of 40 Ivy League delegates, I will be representing the United States as we work with China’s top students in addressing student concerns, and hopefully improving relations between America and China. In addition, we will be conducting research on ethnic minorities and social welfare. I want to thank the Fairfield County Community Foundation for this financial support. My family and I would not have been able to pay for any expenses if it weren't for this generous scholarship. For that, I am very grateful. Thank you! The annual Magnus Wahlstrom Leadership Award provides students from Greater Bridgeport with four years of generous college assistance for tuition, room and board, textbooks and supplies. The scholarship fund was established in 1990 to honor Magnus Wahlstrom, a founder of Bridgeport Machines, Inc. Mr. Wahlstrom left his native Sweden in 1923, settled in Bridgeport, and achieved success by inventing a high-speed drilling machine and co-founding Bridgeport Machines, Inc. www.fccfoundation.org

Funds of the Foundation (continued) Greenwich Scholarship Association

Scholarship Review Committees

For scholarships available to Greenwich students, the Foundation works with the Greenwich Scholarship Association. Volunteers gather, review and process applications, then award scholarships to graduating students in Greenwich. The GSA selects recipients for scholarships from these funds:

Hundreds of students throughout Fairfield County apply for college scholarships held at the Fairfield County Community Foundation. Every application is reviewed, scored and discussed by members of scholarship committees. The Foundation appreciates the work of these generous volunteers:

Jane C. Bausman Memorial Fund

Greater Bridgeport Area Scholarship Committee

Justin Scott Brown Memorial Fund Susannah Chase Memorial Fund Tod Clonan Scholarship Fund Michael Jon Greenberg Memorial Fund Dr. & Mrs. William Hennigar Scholarship Fund Hopetown Scholarship Fund Charles W. Jensen, III, DMD Memorial Fund Allan Kitchel Jr. Memorial Fund Lyman/Reynolds Fund Elizabeth Matthews Memorial Scholarship Fund Nancy J. Michaud Fund Martha Moxley Memorial Scholarship Fund

thousand in scholarships awarded from 145 funds at FCCF

Carrie Allen Joan Cummings Stella Dennis Kimberly Tenn Ford Kate Kelly, MSW Beth McDonald Doris Schwarz Sue Thommen Patricia White Edna Wilson, Ed.D. Barbara Young

Osgood Lichty Scholarship Fund

Meadow Ridge Scholarship Committee

Sunny Hill Childrenâ&#x20AC;&#x2122;s Center Fund

Ina Atkinson

Charlton Trust

Judith Hamer, Ph.D.

Matthew Yee Scholarship Fund

William Hauck

Michelle Yee Memorial Scholarship Fund

Anne Jacques

Wataru John Narita Memorial Fund

$694

Dorothy Ann Malin

Greenwich Scholarship Association Board of Directors

Les Treize Scholarship Committee

Eryn Ament Bingle

Elene Crosby

Anne Bourne

Mildred Flowers

Judy Chapman

Rev. Carolyn M. Rogers

Allison Coleman

Eunice Sanderlin

William Dylewsky

Deborah Tisdale

Lee Fletcher

Karen Turman

Terri Haidinger

Sheila Watts

Marie J. Hertzig

Dorothy Woodson

Barbara Hindman

Roshelly Woodson

Catherine Holden

UNICO Bridgeport Chapter Scholarship Committee

Rob Janelli Allan Jay Diane Keleher Cindy Lindemeyer Jennifer Lynch Linda Miller Jennifer D. Port

George Abate Angela Baril Anthony Luongo Joseph Vincenzi Perry Vincenzi

Ann Robb

Grants from all funds of the Foundation are posted on www.fccfoundation.org.

Fairfield County Community Foundation 2012 Annual Report

In 1947, eight years before the civil rights movement, 13 black women set out to improve the lives of Bridgeport youth. They named themselves "Les Treize Negro Business and Professional Women's Club" and pooled their money to start a scholarship fund for black youth. Their first scholarships were $100. Sixty-five years later, the Les Treize scholarship endowment approaches $800,000, and more than $450,000 in scholarships have helped 416 students attend college.

DISCRETIONARY GRANTS $2.09 MILLION IN GRANTS FROM DISCRETIONARY & FIELD OF INTEREST FUNDS ■ Education and Youth Development $ 569,000 ■ Economic Opportunity $ 465,000 ■ Fund for Women and Girls $ 409,000 ■ Health and Human Services $ 261,000 ■ Arts and Culture $ 189,000 ■ Environment $ 99,000 ■ Strengthening Nonprofits $ 98,000

When you give to a discretionary fund, your gift goes to where it is most needed within Fairfield County. We focus grants from discretionary funds on six priority areas that affect the quality of life throughout Fairfield County: Economic Opportunity, Education and Youth Development, Health and Human Services, Arts and Culture, the Environment, and Strengthening Local Nonprofits. Many compassionate people include a gift to our discretionary funds as a part of their total charitable giving. Some leave a gift in their will or estate plan. You can contribute cash, securities, a retirement account, life insurance or other assets. Please see page 25 for a complete list of discretionary funds. The following grants from discretionary funds were awarded in fiscal 2012, thanks to visionary people like you.

27%

22%

19%

Education and Youth Development Total: $569,000

Grant goals include reducing the achievement gap between low-income and upper-income children, and improving the quality and affordability of after-school and youth development programs. Grants for operating support: Danbury Children First, Danbury . . . . . . . . . . . . . . . . $15,000 Norwalk Education Foundation, Norwalk . . . . . . . . . $15,000 Stamford Public Education Foundation, Stamford . . . . $25,000 Bridgeport Child Advocacy Coalition, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . $30,000 To support civic engagement training Boys & Girls Club of Stamford, Stamford . . . . . . . . . . . . . . . . . . . . . . . . . $15,000 To support the Summer Fun Camp Program Bridgeport YMCA, Bridgeport . . . . . . . . . . $11,057 To support the summer program Cardinal Shehan Center, Bridgeport . . . . . $15,000 To support the summer program Community Centers, Inc., Greenwich . . . . . $15,000 To support the summer program Connecticut Center for School Change, Hartford . . . . . . . . . . . . . . . . . . . . . . . . . . $27,000 To support the planning, execution and evaluation of coaching school principals in Fairfield County Council of Churches of Greater Bridgeport, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . . $3,900 To support the Summer 2012 Camp Program Creative Youth Productions, c/o RYASAP, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $10,000 To support the Summer Repertory Theater Program

12%

10%

How Discretionary Grants are Awarded Grants are awarded through a competitive process. Nonprofits working in our priority areas are invited to submit a letter of inquiry. Letters are reviewed, and we follow up to learn more about the proposed project. When the project fits our grantmaking priorities, we ask for a full proposal. Each proposal is reviewed by our Program Committees. Grant application guidelines are posted on www. fccfoundation.org. We gratefully acknowledge the generous grant from the Frederick H. Leonhardt Fund in the New York Community Trust, which significantly enhances our discretionary grantmaking. We are indebted to the generous support of Anne S. Leonhardt.

www.fccfoundation.org

DISCRETIONARY GRANTs

(continued)

National Summer Learning Association, Baltimore . . . . . . . . . . . . . . . . . . . . . . . . . . $2,090 To support the June 2012 FCCF Summer Learning Training for Fairfield County summer learning programs Norwalk Collaborative for Youth Success, c/o Norwalk Children’s Foundation, Norwalk . . . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To implement a strategic plan for a citywide out-of-school time system in Norwalk

Ready… Set… Go! Mixing fun with focused tutoring, help with homework and more, every activity is a learning experience during the after-school program at the Wakeman Boys & Girls Club’s SmilowBurroughs Clubhouse in Bridgeport. For families living in the city’s West End, which lacked adequate afterschool offerings, this new facility – opened in 2011 – offers high quality, affordable, after-school programs close to home.

Norwalk Housing Foundation, Norwalk . . . . . . . . . . . . . . . . . . . . . . . . . . . $9,094 To support Bridge to College, a college access and success program for middle school students Norwalk Public Schools, c/o Norwalk Education Foundation, Norwalk . . . . . . . . . . . . . . . . $25,000 To support district assessment and planning to prepare for the transition to Common Core State Standards Person To Person, Darien . . . . . . . . . . . . . . $2,590 To support the Domus summer camp program in Stamford Ralphola Taylor Community Center, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $18,000 To support the Safe Space Program, providing life skills and violence prevention training for youth

Danbury Public Schools Family Literacy Center, c/o Danbury Children First, Danbury . . . . . $15,000 To support the kindergarten enrichment programs

Regional YMCA of Western Connecticut, Danbury . . . . . . . . . . . . . . . . . . . . . . . . . . $20,000 To support the summer camp

Danbury Youth Services, Danbury . . . . . . $20,000 To support the youth development programs

Regional Youth and Adult Social Action Partnership (RYASAP), Bridgeport . . . . . . . . . . . . . . . $30,000 To support civic leadership development programs for parents and teens

Educators for Excellence, Bridgeport . . . . . $25,000 To support outreach to and engagement of public school teachers George Washington Carver Center, Norwalk . . . . . . . . . . . . . . . . . . . . . . . . . . $23,000 To support the Summer Enrichment Program Grantmakers for Education, Portland . . . . . $1,000 To support the mission of this affinity organization for foundations focused on education

Regional Youth and Adult Social Action Partnership (RYASAP), Bridgeport . . . . . . . . . . . . . . . . $25,000 To support merger costs related to absorbing the programs and operations of the Dispute Settlement Center Sterling House, Stratford . . . . . . . . . . . . . $12,000 To support the Youth Program Assistance Fund, providing tuition assistance

Family & Children’s Agency, Norwalk . . . . $15,000 To support the summer program for middle school youth

Student Conservation Association, Regional . . . . . . . . . . . . . . . . . . . . . . . . . . $15,000 To support the Fairfield County 2012 Summer Program

The Kennedy Center, Bridgeport . . . . . . . $22,000 To support summer camps for children with special needs

SoundWaters, Stamford . . . . . . . . . . . . . . $20,000 To support the Coastal Science Program in Bridgeport

Lakewood Trumbull YMCA, Bridgeport . . . . $5,000 To support the summer camp National Institute for Out Of School Time, Wellesley . . . . . . . . . . . . . . . . . . . . . . . . . $1,900 To support the attendance of a team from the Norwalk Collaboration for Youth Success at the NIOST 2012 Summer Seminar

Fairfield County Community Foundation 2012 Annual Report

8 to1

Wilton-to-Bridgeport 10th graders who tested at/above goal in Math, Science, Reading

Stamford YMCA, Stamford . . . . . . . . . . . . $10,000 To support the after school program for middle school students Today’s Students Tomorrow’s Teachers, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . $30,000 To support their work with Bridgeport high school students to develop a pipeline of teachers of color committed to working in urban public school districts

$60K what a single parent with 2 young children needs to just get by in Fairfield County

Wakeman Boys & Girls Club, Bridgeport & Fairfield . . . . . . . . . . . . . . . . $15,000 To support after school programs at McKinley School in Fairfield and Smilow-Burroughs Clubhouse in Bridgeport

Norwalk Senior Center, Norwalk . . . . . . . . $5,300 To support the Senior Housing Assistance Fund

Economic Opportunity Total: $465,000

One Region Fund, c/o New York Community Trust, Regional . . . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To support the Foundation’s participation in the One Region Funders’ Collaborative, which advances smart growth and equitable transit-oriented development in the tri-state region

Goals for these grants include increasing and preserving affordable housing, providing job skills training, and helping immigrants learn English.

Operation Hope, Fairfield . . . . . . . . . . . . . $20,000 To support strategic planning with the Nonprofit Finance Fund

Bridgeport Neighborhood Trust, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $15,000 To support the Homeownership Counseling Program

TBICO, Greater Danbury . . . . . . . . . . . . . . $25,000 To support the Corporate Edge Program, providing job skills training to low-income women

Bridgeport Regional Business Council, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To support the Center for Sustainable Business Growth

Women’s Business Development Council (WBDC), Regional . . . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To provide general operating support

Connecticut Coalition to End Homelessness, Stamford/Greenwich . . . . . . . . . . . . . . . . $25,000 To support staffing to implement the Stamford/Greenwich Continuum of Care’s Ten Year Plan to End Homelessness Connecticut Sponsoring Committee, Inc., (CONECT), Regional . . . . . . . . . . . . . . . . . . $25,000 To support leadership development, training and capacity building for this grassroots advocacy organization Family ReEntry, Bridgeport . . . . . . . . . . . . $10,000 To support Fresh Start Community Re-Entry Program, serving men returning to the Bridgeport community from state prison by quickly moving them from training into employment FSW, Bridgeport . . . . . . . . . . . . . . . . . . . $30,000 To support the Financial Education Program Local Initiatives Support Corporation, Regional . . . . . . . . . . . . . . . . . . . . . . . . . . $10,000 To support the creation of a Fairfield County Affordable Housing Network Local Initiatives Support Corporation, Regional . . . . . . . . . . . . . . . . . . . . . . . . $200,000 To provide a leadership grant for Year 7 of the Fairfield County Collaborative Fund for Affordable Housing Neighbors Link, Stamford . . . . . . . . . . . . . $25,000 To award a challenge grant for the Immigrant Outreach and Education program

Whether laid off, entering the workforce after a divorce or taking over as the family breadwinner, many women require workplace training to prepare them for new or better jobs. The Corporate Edge program at The Bridge to Independence and Career Opportunities (TBICO) in Danbury focuses on the advanced office skills and technology training women need to be competitive in today’s workforce. www.fccfoundation.org

DISCRETIONARY GRANTs Fairfield County Community Foundation’s Fund for Women and Girls Total: $409,000

(continued)

Girls Inc. of Southwestern Connecticut, Stamford . . . . . . . . . . . . . . . . . . . . . . . . . $10,000 To support Media and Me and Media Smarts, after-school programs helping girls ages 6-11 cope with external influences

Grant goals include helping low- and mid-income women supporting dependents achieve economic security, and helping girls acquire the skills and confidence to overcome obstacles, create positive change in their lives and become leaders. This Field of Interest Fund also supports advocacy for wage equality and policy representation.

Family Economic Security Program, Norwalk Community College Foundation, Regional . . . . . . . . . . . . . . . . . . . . . . . . . $272,000 To fund the Family Economic Security Program, helping low- and mid-wage Norwalk Community College students supporting dependents achieve economic security

Cardinal Shehan Center, Bridgeport . . . . . $10,000 To support Girlz Zone, a safe and cheerful location to discuss bullying, self-esteem, hygiene, and internet safety

Ms. Foundation for Women, New York, NY . . . . . . . . . . . . . . . . . . . . . $10,000 To provide general operating support

Center for Women and Families of Eastern Fairfield County, Greater Bridgeport . . . . . . . . . . . . . $6,760 To support Girl Talk for girls who have been victims of, or exposed to, domestic, dating or sexual violence

Norwalk Community College Foundation, Regional . . . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To support career development workshops and services for NCC students, including Family Economic Security Program participants. Grant made possible by Bank of America Foundation

Domus Foundation, Stamford . . . . . . . . . . $10,000 To support Girls Circle, where middle and high school girls learn how to resolve conflicts, improve social skills and constructively address adults Family & Children’s Agency, Norwalk . . . . $20,000 To support Girls Challenge after-school program for middle school girls who need extra guidance Girl Scouts of Connecticut, Fairfield County . . . . . . . . . . . . . . . . . . . . . $5,000 To support Girlz R.U.L.E.® (Respect, Understand, Lead, Empower), an anti-bullying program for girls in grades 2-8

Regional Youth and Adult Social Action Partnership (RYASAP), Greater Bridgeport . . . . . . . . . . $20,000 To support Finding Her Voice peer coaching for Greater Bridgeport young women from 10 area high schools YWCA of Greenwich, Greenwich . . . . . . . . $20,000 To support Y-Net, a dating violence prevention, leadership and advocacy program led by Greenwich High School students

Health & Human Services Total: $261,000 Family Centers’ Young Parents Program helps Stamford pregnant teens and young mothers transition into parenthood. The young women stay in high school as they receive prenatal and parenting education, and clinicians help them set vocational goals. Fathers are encouraged to participate. Groups meet weekly in several Stamford schools, and home visits are also available.

Fairfield County Community Foundation 2012 Annual Report

Goals for these grants include supporting medical, dental and mental health care for uninsured and underinsured adults and families, and improving the quality of life for residents with disabilities. Grants for operating support: Aging in Place + Gallivant, Darien . . . . . . . . . . . . . . $10,000 Stay At Home Wilton, Wilton . . . . . . . . . . . . . . . . . $10,000 Women’s Center of Greater Danbury, Greater Danbury . . . . . . . . . . . . . . . . . . . . . . . . $25,000 Ability Beyond Disability, Greater Danbury . . . . . . . . . . . . . . . . . . . $10,000 To support the adult day program for individuals with disabilities Always Reaching for Independence, Stamford . . . . . . . . . . . . . . . . . . . . . . . . . . $9,000 To provide respite care grants to approximately 15 families Child Guidance Center of Mid-Fairfield County, Greater Norwalk . . . . . . . . . . . . . . . . . . . $20,000 To support continued staffing of Norwalk Child FIRST

Connecticut Institute for Communities, Danbury . . . . . . . . . . . . . . . . . . . . . . . . . . $20,000 To underwrite the purchase of equipment and other startup costs associated with implementing a dental program at CIFC’s new Head Start facility Family Centers, Stamford . . . . . . . . . . . . . $20,000 To support the Young Parents’ Program at Westhill and Stamford High Schools Helen Keller International, Bridgeport . . . . $10,000 To support the ChildSight Program Interlude, Greater Danbury . . . . . . . . . . . . $9,550 To support strategic planning consultation Kennedy Center, Greater Bridgeport . . . . . $10,000 To support the Alzheimer’s Program for adults with Down’s Syndrome Kids in Crisis, Greenwich . . . . . . . . . . . . . . $10,000 To support the Safe Haven for Kids program Newtown Youth and Family Services, Newtown . . . . . . . . . . . . . . . . . . . . . . . . . $14,000 To support sliding scale fee subsidies for the Behavioral Health Program for youth

Fund for Women and Girls' Family Economic Security Program Success Stories Theresa is one of 33 students in our Fund for Women and Girls’ Family Economic Security Program who has graduated from Norwalk Community College (NCC). We partnered with NCC and the NCC Foundation in this pilot program to help 100 low-income, working single parents acquire life skills and earn college degrees to move up to family-sustaining jobs.

Pet Animal Welfare Society of Connecticut (PAWS), Regional . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,000 To acquire, install and underwrite financial management software training

Last year, 80 students supporting 185 children participated in the Family Economic Security Program.

Person to Person, Darien/Stamford . . . . . . . $2,370 To cover a portion of consultation costs associated with strategic planning

Thanks to supporters like you, 57% have improved credit scores and 40% have improved income-to-expense ratio. They earned cumulative Grade Point Averages, on average, of 3.0 or better.

Positive Directions, Westport . . . . . . . . . . . . $5,000 To acquire and install integrated claims processing and scheduling software Shelter for the Homeless, Stamford . . . . . . $15,000 To re-brand and market the organization’s expanded mission, now dedicated to ending homelessness through developing and managing new supportive housing St. Vincent’s Medical Center Foundation, Greater Bridgeport . . . . . . . . . . . . . . . . . . $15,000 To support The Hope Dispensary of Greater Bridgeport, providing free medications to treat heart disease, respiratory diseases, diabetes, and mental illness Southwestern Connecticut Area Agency on Aging, Regional . . . . . . . . . . . . . . . . . . . . . . . . . . $16,000 To support developing a Coastal Fairfield County Care Transition Project in collaboration with Stamford Hospital, Norwalk Hospital, and St. Vincent’s Medical Center Visiting Nurse Services of Connecticut, Greater Bridgeport . . . . . . . . . . . . . . . . . . $25,000 To support the Medically Underserved Program, providing subsidized and uncompensated home health and hospice care for low-income seniors and disabled individuals in Greater Bridgeport

As of June 2012, 45 attended NCC, 33 had graduated from NCC, and 17 are enrolled at a four-year college. Because of this program, Norwalk Community College has adjusted and expanded services for enrolled students who are working parents —approximately 600 students a year. Once an independent evaluation of the Family Economic Security Program is completed, we will explore partnering with other Connecticut community colleges to model similar programs. Philanthropic investment: $5,000 per student per year. This includes financial assistance, career and academic counseling, financial counseling, and NCC staffing costs for the Family Economic Security Program. In return, participating single parents and their children achieve greater stability, confidence, and a road-map to economic security. www.fccfoundation.org

DISCRETIONARY GRANTs Children who receive instruction in the arts make strides in academic achievement and social development. An afterschool partnership between the Center for Contemporary Printmaking in Norwalk and the Carver Foundation of Norwalk helps students experiment with design and technique, and enriches their education with art experiences not offered in the schools.

(continued)

Shakespeare on the Sound, Norwalk/Greenwich . . . . . . . . . . . . . . . . . $5,000 To underwrite the 2012 summer production and connected education programming WSHU Public Radio Group, Sacred Heart University . . . . . . . . . . . . . . $10,000 To support a Fairfield County news reporter for their local news initiative Discovery Museum and Planetarium, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To award a challenge grant to support the new Development Director position Silvermine Arts Center, New Canaan . . . . . $15,000 To support the re-instatement of the Outreach Education Director position The Klein, Bridgeport . . . . . . . . . . . . . . . . $20,000 To support capacity building assistance for the Board of Directors Westport Arts Center, Westport . . . . . . . . . $2,700 To purchase new hardware, updated software and backup systems and training to enhance financial management reporting

Arts & Culture Total: $189,000

Grant goals include increasing the sustainability of arts organizations and helping local arts organizations collaborate and offer arts education. Grants for operating support: Cultural Alliance of Fairfield County, Regional . . . . . . $21,000 Fairfield Museum and History Center, Fairfield . . . . . . $20,000 Fairfield Theatre Company, Fairfield . . . . . . . . . . . . . $20,000 Center for Contemporary Printmaking, Norwalk . . . . . . . . . . . . . . . . . . . . . . . . . . $15,000 To underwrite 15 printmaking workshops for up to 60 Norwalk students Backcountry Jazz, Greenwich . . . . . . . . . . $10,000 To support the 2012 Summer Music Camp for Bridgeport Public School students Connecticut Free Shakespeare, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $10,000 To support free outdoor Shakespeare in downtown Bridgeport Curtain Call, Stamford . . . . . . . . . . . . . . . $10,000 To support Shakespeare on the Green and also to support the Summer 2012 Youth Theater Program Greenwich Historical Society, Greenwich . . . . . . . . . . . . . . . . . . . . . . . . . $5,000 To support the Museum- School Partnership with Hamilton Avenue School

Fairfield County Community Foundation 2012 Annual Report

60%

of adults believe the arts make a community more attractive

Environment Total: $99,000

Goals of grants include improving the health of Long Island Sound and its watershed, increasing green space in urban settings, and promoting smart growth initiatives. Ash Creek Conservation Association, Bridgeport/Fairfield . . . . . . . . . . . . . . . . . . $5,000 To support the development of a conservation plan for the Ash Creek area Audubon Connecticut, Stamford . . . . . . . . $20,000 To support the Audubon At Home School Yard Recognition environmental education program in the Stamford Public Schools Downtown Special Services District, Stamford . . . . . . . . . . . . . . . . . . . . . . . . . . $3,900 To support installation of new planters in downtown Stamford EarthPlace, Westport . . . . . . . . . . . . . . . . . $5,000 To support consultation on executive transition planning and strategic planning EarthPlace, Westport . . . . . . . . . . . . . . . . $10,000 To support the Harbor Watch/River Watch environmental education program Mill River Collaborative, Stamford . . . . . . $20,000 To provide general operating support Trust for Public Land, Bridgeport . . . . . . . . $35,000 To support a feasibility study on implementation of the City of Bridgeportâ&#x20AC;&#x2122;s Parks Master Plan

An island of green in downtown Stamford, Mill River Park provides more than a scenic riverside walk and community playground. Rain gardens installed throughout the park capture storm runoff from city streets and filter the contaminated water through layers of native plants, gravel and sand. The result: cleaner water entering the river and Long Island Sound, and an explosion of color from plants that flourish from the extra water.

Strengthening Local Nonprofits Total: $98,000 Grant goals include increasing the efficiency and sustainability of Fairfield County nonprofits.

CF Leads, Kansas City . . . . . . . . . . . . . . . . . $1,000 To support its mission Connecticut Association of Nonprofits . . . . $20,000 To provide 12 capacity building workshops for staff, volunteers and board members of Fairfield County nonprofits in partnership with the FCCF Center for Nonprofit Excellence Council on Foundations, Washington, D.C. . . . . . . . . . . . . . . . . . . . $11,550 To support its mission Connecticut Council for Philanthropy, Hartford . . . . . . . . . . . . . . . . . . . . . . . . . . . $7,260 To support its mission Connecticut Council for Philanthropy, Hartford . . . . . . . . . . . . . . . . . . . . . . . . . . $10,300 To support the Connecticut Community Foundations Networkâ&#x20AC;&#x2122;s Public Policy and Advocacy Initiative Grantmakers for Children, Youth and Families, Washington, D.C. . . . . . . . . . . . . . . . . . . . . $1,000 To support its mission Grantmakers for Effective Organizations, Washington, D.C. . . . . . . . . . . . . . . . . . . . . $1,150 To support its mission Hispanics in Philanthropy, Regional . . . . . $20,000 To support the Connecticut site of the Collaborative for Strong Latino Communities Leadership Development Roundtable, Regional c/o Partnership for Strong Communities . . . . . . $9,500 To support the 2012 Leadership Development Roundtable Program for aspiring nonprofit executive directors in Fairfield County Pro Bono Partnership, Regional . . . . . . . . $15,000 To provide general operating support University of Connecticut . . . . . . . . . . . . . . . $1,189 To support partial scholarships for two Fairfield County executive directors attending the Executive Directors Retreat Each of these discretionary grants was made possible by visionary, compassionate individuals and families who made a gift to the Foundation. Thank you.

www.fccfoundation.org

GOVERNANCE AND committees Board of Directors Sheila A. Perrin, North Salem, NY, Chair Bernicestine M. Bailey, Westport Edgar W. Barksdale Jr., Darien John P. Chiota, Trumbull Vicki Craver, Riverside Abelardo S. Curdumi, Old Greenwich Amy C. Downer, Stamford Mary-Jane Foster, Bridgeport W. Michael Funck, Riverside Robert C. Graham Jr., Stamford James A. Himes, Cos Cob Bruce A. Hubler, Bridgeport Allan V. Jay III, Old Greenwich Gary A. Kraut,Greenwich Janet L. Lebovitz, New Canaan Martin L. McCann, Trumbull Lizanne C. Megrue, Norwalk Jonathan Moffly, Weston Peter T. Mott, Fairfield Ronald B. Noren, Easton M. Suzette Recinos, Norwalk

John P. Chiota, Chair

Education and Youth Development Committee

Edwin A. Bescherer Jr.

Linda F. Whitton, Chair

Ralph L. DePanfilis, CPA

Cecilie Jedlicka

Martin L. McCann, Esq.

Laurie McTeague

Audit Committee

Lindsay Reimers

Linda F. Whitton, Wilton

Center for Nonprofit Excellence Advisory Committee

Steven A. Wolff, Fairfield

Eileen L. Swerdlick, Chair

Robert C. Graham Jr., Chair

Marti Etter

Christine Cook

Kiki Karpen

Ann Elliman

Ceci Maher

Christine Lodewick

Eileen L. Swerdlick, Stamford Katharine H. Welling, Wilton

Emeritus Directors Edwin A. Bescherer Jr., Wilton Wilmot L. Harris Jr., Greenwich Edward E. Harrison, Aventura, FL Harold Howe Jr., South Kent Ann S. Mandel, Darien Janice Park, Bridgeport

Officers and Executive Committee Sheila A. Perrin, Chair Vicki Craver, Vice-Chair Ronald B. Noren, Treasurer Edgar W. Barksdale Jr. John P. Chiota, Secretary Mary-Jane Foster Lizanne Megrue Katharine Welling Linda F. Whitton

Arts and Culture Committee Steven A. Wolff, Chair Elizabeth Fath Karen F. Royce Vivien White

Eileen L. Swerdlick

Environment Committee

Phillip McKain Robert Neiman Sherry Perlstein

Governance Committee

Novelette Peterkin

Lizanne C. Megrue, Chair

Julie Schmitter

Bernicestine M. Bailey

Maurice Segall

Vicki Craver

Elizabeth Torres

Robert C. Graham Jr. Bruce A. Hubler

Development and Communications Committee

Steven A. Wolff

Katharine H. Welling, Chair

Edgar W. Barksdale Jr., Chair

W. Michael Funck

Edwin A. Bescherer Jr.

Bruce A. Hubler

Christopher D. Brown

Investment Committee

Amy J. Gillis

Economic Opportunity/ Health and Human Services Committee

Charles W.K. Haberstroh

Mary-Jane Foster, Chair

Dr. Arnold D. Pearlstone

Bruce A. Hubler Gary A. Kraut Joseph J. McGee Ed Rodriguez Ileana Velazquez

Eileen Wiseman

Allan V. Jay III, CFP William R. Knobloch Gary A. Kraut James D. Seymour David J. Sullivan III John A. Vaccaro

Legal Committee Peter T. Mott, Esq., Chair Wilmot L. Harris Jr., Esq. Barry C. Hawkins, Esq.

Fairfield County Community Foundation 2012 Annual Report

Board members (L-R), Front: Sheila Perrin, Ron Noren, Jackie Millan*, Ed Barksdale, Eileen Swerdlick, Gary Kraut, Bernicestine Bailey, Bruce Hubler, Mike Funck Rear: Katharine Welling, John Chiota, Mary-Jane Foster, Maureen Linder*, Janet Lebovitz, Suzette Recinos, John Freeman*, Lizanne Megrue, Abelardo Curdumi, Jim Himes, Amy Downer, Jonathan Moffly, Vicki Craver Not pictured: Robert Graham, Allan Jay, La Tanya Langley*, Martin McCann, Peter Mott, Linda Whitton, Steven Wolff

*Joined board in FY13

Fund for Women and Girls

Lindsay Reimers

Steering Committee

Katherine Sachs

Vicki Craver, Co-Chair

Jeanie Shaw

Amy Downer, Co-Chair

Nancy Simpkins

Courtnay Arpano, Co-Chair, Luncheon Committee

Sally Stone

Janet Lebovitz, Co-Chair, Luncheon Committee

Mary S. Waldron

Eileen Rice Lauren Roth Anissa Shannon

Charlotte Suhler

Mary Lee Kiernan

Joan M. Warburg

Lindsay Ormsby

Katharine Welling

Lindsay Reimers

Linda F. Whitton

Katharine Welling

Kyle Wilcox

Jane S. Williams Louise Whitton York

Program Committee Lindsay Ormsby, Co-Chair

Advisory Council

Kyle Wilcox, Co-Chair

Vicki Craver, Co-Chair

Cheri Amado

Amy Downer, Co-Chair

Patricia T. Brown

Lucy Ball

Cordy Gould Kelly

Kaye E. Barker

Barbara Morris

Edgar W. Barksdale Jr.

Kate Osman

Nancy C. Brown

Eileen Rice

Andrea K. Cross

Anissa Shannon

Mary-Jane Foster

Nancy Simpkins

Mika W. Frechette Frosty Friedman

Luncheon Committee

Marty Gilbert

Courtnay Arpano

Tracy T. Goodnow

Kaye E. Barker

Julie Graham

Joan Barksdale

Wilmot Harris Jr.

Mary Brock

Sally Lawrence

Patricia Brown

Anne S. Leonhardt

Marianne Buchanan

Barbara Leonhardt

David Craver

Ann S. Mandel

Vicki Craver

Sue Mandel

Andrea Cross

Lizanne Megrue

Amy Chan Downer

Virginia Meyer

Betsy Fink

Jody Osborn

Mary-Jane Foster

Lynne Pasculano

Mika W. Frechette

Sheila Perrin

Frosty Friedman

Marianne Pollak

Marty Gilbert

Katherine Sachs

Elisabeth Golden

Ann Sheffer

Andrea Immelt

Sally Stone

Cordy Kelly

Charlotte T. Suhler

Mary Lee Kiernan

Ellen P. Tower

Janet Lebovitz

Peggy Van Munching

Ann S. Mandel

Mary Waldron

Elisabeth Golden

Sue Mandel Linda McMahon Lizanne C. Megrue

FWG Honorary Members

Virginia Meyer

Katharine Mountcastle

Barbara Morris

Joan M. Warburg

Barbara Murphy Jill Olson Lindsay Ormsby Cathleen Leather Ostuw Lynne Pasculano

Highlights from the 13th Annual Luncheon for the Fund for Women and Girls Top to bottom, left to right: (L-R) Juanita T. James, FCCF president and CEO; Courtnay Arpano, luncheon co-chair; Suzanne Peters, director of the FW&G; Janet Lebovitz, luncheon co-chair; Anne S. Leonhardt, honoree; Vicki Craver and Amy Downer, FW&G co-chairs; keynote speaker Anika Rahman, president and CEO, Ms. Foundation for Women Anne S. Leonhardt and Joan M. Warburg were honored for generously supporting the Fund since it was established. Unileverâ&#x20AC;&#x2122;s Global Design Center in Trumbull donated personal care products for tote bag table centerpieces, which were donated to four shelters serving women and families.

Sheila Perrin Patricia Phillips Marianne Pollak

www.fccfoundation.org

advisory council and professional advisors council The Advisory Council helps the Foundation accomplish its mission to promote philanthropy to build and sustain a vital and prosperous community where all enjoy opportunities to lead fulfilling, productive lives. Members live and work in cities and towns throughout the county, and have been selected for their community knowledge and strong interest in our mission. W. Michael Funck, Chair, Riverside Thomas C. Appleby, Norwalk Lucy Ball, Darien Kaye E. Barker, Darien Nancy C. Brown, Greenwich Michael J. Critelli, Darien B. Cort Delany, Greenwich Jeff F. Erdmann III, Greenwich Jesse Fink, Wilton Wilmot L. Harris Jr., Greenwich Barry C. Hawkins, Bridgeport Per Heidenreich, Greenwich Mickey Herbert, Fairfield Peter Hurst, Stratford Thomas D. Lenci Jr., Bridgeport Peter Malkin, Greenwich Ann S. Mandel, Darien Susan Mandel, Greenwich Peter McSpadden, Riverside Jonathan Moffly, Weston Robert Neiman, Stamford Daniel K. Roberts, Stamford Ed Rodriguez, Stratford Gene J. Rubino, Stamford Everett M. Schenk, Stamford Charlotte T. Suhler, Darien John A. Vaccaro, Weston Thomas E. Vacheron, Fairfield

Our Professional Advisors Council is a voluntary group of legal and financial professionals. These members help their clients engage in smart philanthropy, and assist the Foundation with their expertise, guidance and referrals.

William J. Peterson Neuberger Berman

John M. Leask II, CPA John M. Leask II CPA, LLC

Gregory T. Rogers RayLign Advisory LLC

David T. Leibell, Esq. Wiggin and Dana LLP

Gregory A. Saum, Esq. The Law Office of Gregory A. Saum LLC

Patricia McDermott, CTFA Citi Private Bank

Marc A. Silverman, CPA Mann & Company, CPA’s

Frank Moore UBS Financial Services, Inc.

George L. Smith, Esq. Smith & Grant LLP

Loretta Nolan, CFP, AEP Loretta Nolan Associates, LLC

Kevin A. Walsh, Esq. Whitman, Breed, Abbott & Morgan, LLC

Ronald B. Noren, Esq. Brody Wilkinson PC

Carl Zuckerberg, CFP, AIF Relyea Zuckerberg Hanson LLC

Peter T. Mott, Esq., Chair Brody Wilkinson PC David F. Ball UBS Financial Services, Inc. Laura Weintraub Beck, Esq. Cummings & Lockwood LLC Deborah S. Breck, Esq. Pullman & Comley, LLC Catherine M. Brennan, Esq. Catherine M. Brennan Attorney at Law LLC Paul H. Burnham, Esq. Gregory and Adams, P.C. Michael Cacace, Esq. Cacace, Tusch & Santagata Edward J. Capasse, Esq. Nevas, Nevas, Capasse & Gerard, LLC Daniel L. Daniels, Esq. Wiggin and Dana LLP Amy L.Y. Day, Esq. Day & Levy, LLC John J. Ferguson, Esq. Ferguson Cohen, LLP Carolina B. Fernandez Source Capital Group Richard S. Fisher, Esq. Nemchek & Poeschl Richard B. Freeman, CFP Round Table Services LLC W. Michael Funck National Foundation for Teaching Entrepreneurship Leslie Grodd, Esq. Halloran & Sage LLP Wilmot L. Harris Jr., Esq. Ivey, Barnum & O’Mara, LLC Gregory A. Hayes, Esq. Day Pitney LLP Jevera Kaye Hennessey, Esq. Kaye and Hennessey, LLC David R. Hermenze, Esq. Hermenze & Marcantonio LLC Ellis A. Hiltz Ellis A. Hiltz & Associates Mary E. Hoyt, CPA Blum Shapiro

Leonard Leader, Esq. Wiggin and Dana LLP

Fairfield County Community Foundation 2012 Annual Report

“

As a tax accountant, I witness the positive impact of charitable giving on a regular basis. Achieving tax savings, while giving back to the community, is the epitome of a win/win situation. The Foundation is a wonderful place for donors to discuss the various options available for gifting, as well as how to earmark their contributions to benefit an organization or one of the Foundation’s many special interest funds. Given the choices available, donors are sure to find the proper match for their philanthropic goals. —Mary Hoyt, CPA Partner, BlumShapiro

”

community friends and staff Community Friends serve as our ambassadors. They provide a link between the Foundation and individual communities, and they make introductions to individuals, families and family foundations interested in local philanthropy. We thank these Community Friends: Susan Cooper Ann Elliman Karl Epple Marty Gilbert Susan M. Greenberg Leslie Grodd, Esq. William R. Knobloch Ralph A. McIntosh Jr. Barbara T. McKelvey Ellen Mellis David M. Nee Albert G. Nickel Gregory Perry Patricia C. Phillips Marianne Pollak Allen A. Raymond Elizabeth Rich Ann E. Sheffer Sally Stone Conrad Teitell, Esq. Joan Weisman Dana Welles

Staff Juanita T. James President & CEO Joseph R. Baker, MBA Vice President of Finance and Administration Dorcas T. Blue Program Director Karen R. Brown, MPA Vice President of Programs Christa Chu, MPA Donor Services Junior Associate Lauren Cross Director of Human Resources and Administration Fiona K. Hodgson Vice President of Development and Marketing Tricia Hyacinth Program and Development Associate, Fund for Women and Girls Sharon Jones Program Administrative Assistant Eugenia Lupinski, MBA Finance Associate

Elaine Mintz Director of the Center for Nonprofit Excellence, Program Director Arts and Culture Sallie Mitchell Communications Director Alanna Morton Executive Assistant Suzanne B. Peters, MBA Director of the Fund for Women and Girls Sharon L. Reiss, MA, CFRE Director of Philanthropic Services Alison Riith Development and Philanthropic Services Assistant Sonia C. Rivera Finance Assistant Madeleine G. Thal Donor Services Senior Associate and Scholarship Administrator Nancy M. von Euler, MPA Program Director

(L-R), Front row: Sonia Rivera, Karen Brown, Nancy von Euler, Alison Riith, Christa Chu. Middle row: Tricia Hyacinth, Maddy Thal, Eugenia Lupinski, Juanita James, Alanna Morton, Suzanne Peters, Fiona Hodgson. Back row: Sallie Mitchell, Dorcas Blue, Elaine Mintz, Lauren Cross, Joe Baker, Sharon Reiss, Sharon Jones. Not pictured: Jeff Yates

Jeff Yates Communications Manager

www.fccfoundation.org

fiscal 2012 financial highlights NET ASSETS BY FUND TYPE in millions ■ Donor Advised ■ Field of Interest ■ Discretionary ■ Donor Designated ■ Scholarship ■ Agency Endowments ■ Administration ■ Charitable Remainder Trusts

$ 0.2

Investment Committee and Investment Managers

monitoring investment trends and performance.

The Investment Committee of the Foundation’s Board of Directors is responsible for determining the broad allocation of Foundation assets among various asset classes, designing the investment structure for each asset class, retaining investment managers and other professionals, and

In fiscal 2012, the Foundation’s portfolio was invested with Aurora Offshore, Champlain Investment Partners, Colchester Global Investors, DG Capital Management, Dimensional Fund Advisors, Discovery Global Opportunities, Dodge & Cox, Forester Capital, Geneva Capital, Gryphon International, Neuberger Berman, Loomis Sayles, Metropolitan Real Estate, Protégé Partners, Siguler Guff, Silchester International Investors, Steinberg Asset Management, The Investment Fund for Foundations (TIFF), Vanguard funds, and Winton Capital Management Limited.

”

—Edgar W. Barksdale, Jr. Chair, Fairfield County Community Foundation Investment Committee

Fairfield County Community Foundation 2012 Annual Report

11.9%

9.8%

9.1% 5%

1.1% 0.1%

Total Net Assets (including Custodial Funds) $147.9 million, -2.5% growth from FY2011

The Foundation’s investment program is broadly diversified across a range of asset classes and investment strategies to dampen short term losses during difficult periods, but is well positioned to participate in investment opportunities which are available over the long term.

15.6%

$ 70.0 $23.1 $17.6 $14.5 $13.5 $ 7.4 $ 1.6

Each fund established at the Foundation reflects a trust in our ability to invest resources wisely. The following is an overview of investment policies and summarized financial statements for the year ended June 30, 2012.

“

47.4%

On a long-term basis, our portfolio has outperformed established benchmarks. Investment Philosophy The Foundation seeks to safeguard assets entrusted to us, and, at the same time, generate total return for grantmaking that responds

to current and changing charitable needs in the community. These criteria dictate our investment philosophy: • Primary emphasis is placed on preservation of asset purchasing power through investment growth and total return, • Moderate growth of principal and total return is expected, consistent with maintaining safety of principal, and • The Investment Committee focuses on asset allocation among equity, debt and other investment opportunities. It seeks a return in line with the Foundation’s spending policy as it relates to long-term grantmaking goals. For a complete set of the financial statements of the Fairfield County Community Foundation, as audited by O’Connor, Davies, Munns & Dobbins, LLP, call 203.750.3200.

ASSET ALLOCATION (target allocation)

27.5%

■ Large/Mid Cap Equity ■ Small Cap Equity ■ Non-U.S. Developed Equity ■ Non-U.S. Emerging Equity ■ Aggregate U.S. Bonds ■ Non-U.S. Bonds ■ Multi Strategy Hedge Funds ■ Long/Short Equity Hedge Funds ■ Private Equity ■ Direct Real Estate ■ Real Assets/Commodities ■ Cash and Equivalents

15%

Statement of Financial Position

as of June 30

12.5%

Statement of Activities Years Ended June 30

Assets Cash and cash equivalents Contributions and other receivables Investments, at fair value Split-interest agreements Prepaid expenses and other assets

2012 2011 $ 548,698 $ 184,982 2,001,805 1,732,812 147,493,336 152,986,624 278,380 291,214 118,177 117,242

Revenues 2012 2011 Contributions $ 16,923,422 $ 17,607,353 Investment return, net of investment expenses (2,985,155) 23,437,870 Change in value of split-interest agreements (5,382) 9,547 Other income 163,378 187,315

Total Assets

$150,440,396 $155,312,874

Total Revenues

14,096,263

41,242,085

Expenses Program: Grants Grant services, research and evaluation Donor fund development

16,426,943 1,195,184 741,257

12,011,156 1,248,408 696,719

18,363,384

13,956,283

Supporting services: Management and administration Fundraising

574,931 254,300

479,526 230,566

829,231

710,092

19,192,615 (5,096,352)

14,666,375 26,575,710

145,579,301

119,003,591

Liabilities and Net Assets Liabilities Grants payable Accounts payable and other liabilities Liability under split-interest agreements Deferred rent payable Agency endowments

2,244,306 105,986 78,811 122,634 7,405,710

2,073,895 121,167 86,263 105,601 7,346,647

Total Liabilities

9,957,447

9,733,573

3,509,657 136,973,292 140,482,949

3,344,614 142,234,687 145,579,301

Net assets Unrestricted net assets Temporarily restricted net assets Total Net Assets Total Liabilities and Net Assets

Total Expenses Change in net assets

$150,440,396 $155,312,874 Net Assets Beginning of year End of Year

$140,482,949 $145,579,301 www.fccfoundation.org

Fairfield County Community Foundation

383 Main Avenue, Norwalk, CT 06851 Tel: 203.750.3200 www.fccfoundation.org Confirmed in compliance with national standards for U.S. community foundations

Come to the table . . . and make a

MEANINGFUL DIFFERENCE

(L-R) Jesse Fink, chairman/co-founder MissionPoint Capital Partners, co-founder The Betsy and Jesse Fink Foundation, FCCF fundholder; Eileen Swerdlick, FCCF board member, former Stamford Public Schools assistant superintendent; Betsy Fink, owner Millstone Farm, co-founder The Betsy and Jesse Fink Foundation, FCCF fundholder