2012 Annual Report
story is our story.
story is our story. Each of us has a story to share
— tales that give context to who we are and provide insight into our motivations to do right by our communities. The Community Foundation’s 85-year history is a compilation of thousands of individual stories — your stories. They are stories of our donors, whose values and interests are perpetuated in the funds housed here, and stories of the nonprofit leaders and community visionaries who partnered with us to improve Central New York. Join us as we celebrate our 85-year anniversary by sharing some of these inspiring stories with you.
Inside Letter from our Board Chair.. . . . . . . . . . . . . . . . . 1 Stories of 2012. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 What’s Ahead. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Grants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Special Initiatives. . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 How to Give. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Funds and Donors.. . . . . . . . . . . . . . . . . . . . . . . . . . 14 Staff. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Board of Directors. . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Financial Information.. . . . . . . . . . . . . . . . . . . . . . . 32 Mission.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Back Cover
Confirmed in Compliance with National Standards by the Community Foundations National Standards Board
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Peter Dunn and Melanie Littlejohn stand on the veranda of the CNY Philanthropy Center at 431 East Fayette Street.
Dear Friends, ho doesnâ€™t love a good story? Our best conversations revolve around the recounting of stories that move us: the books we read, the movies we see, or that amazing thing that happened to us over the weekend. Families rely on their stories to pass along their values and important lessons through the generations. Good stories bring past events to life, give them context and meaning, and highlight that which is worth remembering. The Community Foundation has its own story, but it is an anthology compiled over 85 years from our many donors and nonprofit partners. Your story is our story, and without you we would be an empty vessel. We used the occasion of our anniversary to celebrate the stories we hold. We hope you will enjoy those we have highlighted in this report, and that youâ€™ll take time to listen to each recording on our website. I promise you will be inspired. The Community Foundation offers something both rare and simple: the opportunity for people to share their stories and to translate those stories into positive action in the place they call home. The donors who established our nearly 600 individually named funds trust us with their stories. We use those stories to inform our decision making, honoring their charitable wishes in perpetuity. The organizations that receive grants from the Community Foundation do amazing things that create stories of transformation and impact that are retold as proof that our work is making a difference. Your story would make a difference, too. Added to our archive, it will continue to grow and build layers of meaning through time. If you havenâ€™t already told us your story, there is no time like the present. The doors of the Philanthropy Center are always open. Thank you for making our community the best place to live, play and work!
Melanie Littlejohn Chair, Board of Directors
Letter from Our Board Chair
Stories of 2012 During the 2012 Fiscal Year, the Community Foundation’s accomplishments expanded our ability to positively impact our community.
$6.5 million in grants were awarded to more than 780 nonprofit organizations in the areas of Arts & Culture, Humanities, Civic Participation, Community Engagement, Economic Development, Education, Environment & Animals, and Health and Human Services. To read more about our grantmaking, visit pages 4-9.
Twenty-seven new funds were created and customized to achieve diverse donor goals. For descriptions of this year’s new funds, visit pages 14-17.
We commissioned a Transfer of Wealth study through RUPRI Center for Rural Entrepreneurship. The resulting data uncovered the potential for a significant positive impact on the region when an unprecedented transfer of wealth between generations, totaling $22 billion, occurs over the next 10 years. If we can retain just 5% of that wealth for charity at the time of transfer, we will have nearly $1.1 billion available to support charitable endeavors in Central New York. For more information please visit www.5forcny.com.
We reached an all-time high asset level of more than $130.5 million as of March 31, 2012.
We expanded the John F. Marsellus Sabbatical to include a two week program option along with the traditional four week program. This initiative offers support for nonprofit CEOs and senior management personnel to take time for personal and professional development in their field. For more on the Marsellus Sabbatical, visit page 11. The Leadership Classroom (TLC) launched TLC Advanced to provide alumni of the year-long program with more in-depth training opportunities. These activities strengthen the community of grassroots and neighborhood leaders who are so valuable to the Central New York community. For more information on TLC, visit page 10. The CNY Community Indicators Team, comprised of many partners including the Community Foundation, launched a website that provides data on the trends and issues facing the area’s residents to generate discussion, inform planning and celebrate successes. To view the indicators, visit www.cnyvitals.com. For more information on the indicators, visit page 12. We launched the new Nonprofit Essential Workshop Series (NEWS) to support nonprofit organizations through learning and networking opportunities. These workshops offer a variety of tools for professional and organizational development to nonprofit communities. The Women’s Fund of Central New York, a component fund of the Community Foundation, introduced a new brand identity — complete with an updated logo and website. The Fund’s new look can be found at www.womensfundofcny.org. We partnered with other area funders in the collaborative Initiative for Developing and Engaging Audiences in Syracuse (IDEAS) for arts and culture organizations. Through the establishment of the IDEAS Fund, we facilitated the collaborative’s grantmaking. IDEAS supports strategies focused on long-term audience development for the benefit of arts and cultural organizations in Onondaga County. Since its opening in late 2010, the CNY Philanthropy Center has welcomed hundreds of community organizations, civic groups, committees, boards and giving circles by providing them with a space to hold meetings, events, and other activities. In addition, we welcomed a new tenant — Sage Upstate — to the building this year. Visit www.cnyphilanthropycenter.org to find out more about this community resource.
Stories of 2012
What’s Ahead Fiscal Year 2013 holds new and exciting opportunities for the Community Foundation. Here is some of what we have in store.
Celebrate 85 Years
celebrate our 85-year anniversary. Since 1927, the Community Foundation has proudly • We fulfilled the charitable purposes of nearly 600 funds housed under its umbrella. We will host
special opportunities for our donors and nonprofit partners to join us in the celebration: n The CNY85 Giving Project will award $8,500 grants to four nonprofit organizations that receive the most public votes each quarter through the 2012 calendar year. The four featured project themes are based on the greatest needs of our community, as demon strated by our collaborative community indicators project, CNYVitals. n We will award the CNY85 Collaborative Impact Prize, a special, one-time grant of $85,000 to support the implementation of an innovative, collaborative, cross-sector solution to a critical community issue. n We will share the stories gathered by the nationally acclaimed oral history project, StoryCorps. We commissioned StoryCorps to conduct unique one-on-one interviews with some of Central New York’s charitable and nonprofit leaders and visionaries. StoryCorps is featured locally on affiliated stations of National Public Radio and is the largest collection of American stories, told by the people who live them to the people they love. We will share these extraordinary stories this year on our website and you can enjoy a selection of them in this publication. n We will also host a number of educational events for donors and nonprofit partners to help them learn how to record their own stories.
will launch a new website that will allow visitors to navigate more easily. We hope that • We the finished product will demonstrate the Community Foundation’s local expertise in
philanthropy, our passion for positive community impact, and the many services and opportunities we have available to the region’s donors and nonprofit community.
Expand Strategic Partnerships
expanded criteria for the Strategic Partnership Fund allows nonprofit organizations • Newly to apply for support for exploration, pre-negotiation, negotiation and due diligence to better
understand whether partnership activities, mergers or other affiliations make sense for their futures. The initiative also now accepts applications from organizations serving Cortland, Cayuga and Oswego counties, in addition to those from Onondaga and Madison counties. The Strategic Partnership Fund supports innovative partnership solutions among nonprofits seeking to enhance programming within new, cost-effective operational models.
Community Grants From April 1, 2011 to March 31, 2012, our board of directors approved 41 grants to nonprofit organizations, totaling $1,318,621 through our community grantmaking program.
Arts, Culture & Humanities Everson Museum of Art $50,000 Support for exhibitions, educational programs and equipment for TONY2012, a community-wide biennial exhibition featuring local artists and partners Madison Hall Association Enhance access to its historic Morrisville building for special events and group gatherings through a number of improvements
Oneida Community Mansion House $20,000 Restore and paint the building’s exterior to prevent further deterioration, water leakage and damage to the interior of this historic building Open Hand Theater $11,000 Partner with area communities, agencies and artists to design puppets and performances that showcase diversity $15,000 Stone Quarry Hill Art Park Renovate the indoor art gallery for year-round use Syracuse Children’s Chorus $15,000 Support the chorus’ Visions for Peace Spring Concert in collaboration with Imagine Syracuse’s Young Musicians Project, which brought together a diverse group of peers around the subject of peace $34,900 Syracuse Stage Support the Arts Emerging education program, which provides free tickets to the award-winning musical Caroline, or Change. In addition, support student’s work with local musicians and artists to explore the impact of music on their cultural identities $17,349 Syracuse Stories Support a film documenting the first Syracuse Stories Festival — a program that captures the struggles, achievements, contributions and hopes of diverse members of the community $10,000 YMCA of Greater Syracuse Expand the Downtown Writer’s Center programming, which provides new and established writers with the opportunity to participate in workshops, meet peers and encounter new writing on a regular basis These grants were made possible through the Charles F. Brannock, Community, Marjorie D. Kienzle, John F. Marsellus, Sayer Endowment, and Dorothy R. Shoudy Memorial Funds.
Civic Engagement, Community Benefit or Economic Development CenterState CEO $20,000 Assist in the production of the Metropolitan Business Plan in collaboration with the Brookings Institution and regional partners to address economic development and community revitalization Southside Innovation Center $21,500 Implement the Women of Faith in Business program, to build entrepreneurship and business skills in area residents These grants were made possible through the Community, John F. Marsellus, and Marjorie D. Kienzle Funds.
Education Junior Achievement of CNY $30,000 Support its work with the Syracuse City School District’s Naviance Program, which identifies at-risk students and connects them to real-world business experiences Learning Disabilities Association of CNY $14,000 Purchase iPads and apps that will be used during Learning without Borders, an academically-based summer program for teens On Point for College $22,192 Enhance a program that re-enrolls college “stop-outs” who have paused their education by helping them find new pathways to complete a post-secondary degree Onondaga Community College Foundation $100,000 Support the new SRC arena and physical education building on campus Proliteracy Worldwide $100,000 Help the new Ruth J. Colvin Center for Innovation and Excellence in Adult Literacy on the Near Westside for local literacy programming Syracuse Academy of Science Charter School $25,000 Upgrade the biology laboratory, which will help students in grades 8-12 expand their knowledge in zoology and environmental science Syracuse City School District Adult Education $40,000 Enhance the Points of Entry project by providing innovative supports and incentives that connect newly released justice center inmates with continuing education and vocational training Tully Central School District $16,756 Pilot an e-reader program for high school students in collaboration with the LaFayette, Fabius-Pompey and DeRuyter school districts These grants were made possible through the William D. Barnet, Charles F. Brannock, Community, Community Career Council, M. Harold & Frances M. Dwyer, Educational Endowment, Harold & Marian Edwards, John H. & Mary P. Hughes, and John F. Marsellus Funds.
Ginny Donohue and Sam Rowser gather on the Syracuse University campus with On Point for College graduate, MIchael Mach.
Ginny Donohue is the founder of On Point for College, an organization that helps underprivileged students to get in to college, stay there, and succeed afterwards. The program has placed more than 3,200 students into 216 colleges and will soon be expanding to two additional cities. Ginny sat with co-worker Sam Rowser to discuss how On Point came about and the impact it has had on our community’s college-bound children.
he Community Foundation was one of On Point for College’s founding donors. We have since awarded six community grants to On Point totaling more than $100,000.
To hear Ginny’s full story, visit www.storiesofcny.org or scan here.
My daughter came to me one day me about a homeless friend told and really good with computers was who have the means to visit and didn’t but . After I helped him college for apply apply, two young and s college visit in the grocery me stopped people help get them could I if asking store began. it so And . college into On my weekends, I would go to a shelter to bring one person on a college visit and my whole car would end up filled with kids. Once they got into college, I would fill a backpack with supplies, give them their bedding, buy them some school supplies, drive them to school, and visit them mid-semester.
My life changed when a young man, who was headed to one of the best conservatories of music in the country, said to me, ‘Because of you, I’m going to have my dream and you’re my friend. I want you to feel the way I do. So what’s your dream?’ That’s how, in 1999, On Point for College began. I think one important lesson I learned from the students is the terrific tenacity and resourcefulness they have in overcoming nearly impossible odds. They are dealt a really tough hand in life and yet, they still are able to absolutely soar and become leaders. People ask how we motivate the students and I say, you don’t need to motivate them, you just need to show them that it’s possible.
Your story is our story.
Dorothy Riester on display at the Stone d in front of “Stacks”, by David Harper, Dorothy Riester and Steven Waldron stan ded the Park that is a thy and her late husband, Robert, foun Quarry Hill Art Park in Cazenovia. Doro hip between art and nature. ents who appreciate the unique partners destination for visitors and local resid
he Robert and Dorothy Riester Fund for Stone Quarry Hill Art Park Preservation, housed at the Community Foundation, will ensure Dorothy’s vision for the future of the park as a community destination for generations to come.
To hear Dorothy’s full story, visit www.storiesofcny.org or scan here.
Your story is our story.
Dorothy spent her life as an artist, inspiring others through her work and her words of kindness. She spoke with Steven Waldron, Art Park board member, about her inspirations in art and in life.
I announced to my teachers when I was five years old that I was going to be an artist. I began with private lessons in painting and eventually went to Carnegie Institute of Technology’s School of Fine Arts. There were some obstacles for women in the arts, but I never really thought anything would hold me back. I taught at Carnegie Mellon, where I can recall a few amusing stories. I was just a young faculty member when this young fellow came in with his work. They weren’t going to let him in and I told them to give him a chance. I saw freedom in his work. His name was Andy Warhol.
When in Syracuse, my husband and I were looking for property to move out of the city. One week in the Sunday paper, I saw this listing: “Cazenovia, 25 Acres, Scenic.” We visited and saw the most magnificent view you could ever see, all the way down the valley, across Oneida Lake and into the foothills of the Adirondacks. We bought it soon after; that was the beginning. I began putting sculptures around the land with some of my friends’ work. That inspired the establishment of an art park. We wanted visitors to enjoy the land and the environment, along with public art. I would love it to always be that way.
Environment & Animals City of Syracuse $50,000 Develop the landscaping adjacent to the Onondaga Creekwalk to enhance recreation opportunities and improve storm water management Friends of the Rosamond Gifford Zoo at Burnet Park $100,000 Enhance the Asian Elephant Preserve with a new elephant pool, signage and stadium seating for visitors These grants were made possible through the John F. Marsellus and Spanfelner Funds.
Health Community Memorial Hospital Replace a vital Endoscopic Video System used in performing surgeries at its facility in Hamilton
Contact Community Service $30,000 Furnish and purchase technology for its new headquarters, which will provide safe, accessible, and comfortable training rooms for people with diverse learning styles and physical needs Crouse Health Foundation $45,000 Implement a nurse-led diabetes clinic for patients transitioning from hospital to home Home Aides of CNY $25,000 Automate record keeping, allowing health aides to improve response time and handle complex cases Planned Parenthood – Rochester/Syracuse Region Implement security enhancements at its Syracuse Health Center location
Prevention Network $19,200 Expand its underage drinking prevention programming with the implementation of Honor the Code, aimed at reducing alcohol and drug use among high school athletes by offering public awareness and education South Side Community Coalition $30,000 Establish the South Side Food Cooperative on South Salina Street, in an area where affordable, healthy foods are hard to find These grants were made possible through the Charles F. Brannock, Community, John M. & Mary L. Gallinger, Marjorie D. Kienzle, John F. Marsellus, Durston & Doris Sanford, Syracuse Dispensary, and Syracuse Dispensary Designated Funds.
Human Services Boys & Girls Clubs of Syracuse, in Partnership with the Salvation Army $54,104 Deploy research-based teen services focused on youth development and job readiness skills at two Club locations
$25,000 CNY Works Partner with Syracuse Cooperative Federal Credit Union to bring financial capability training and counseling to low-income and under-employed workers Center for Community Alternatives Train JOBSPLUS! staff on the unique challenges to employment faced by individuals with criminal records
County North Children’s Center Enhance quality of care for young children through implementation of the Pyramid Model for early childhood development
Friends of The CanTeen Renovate CanTeen’s new permanent home in Cicero, which provides a safe, supervised place for high school students to go after school
Menorah Park/ Jewish Home of Central New York $13,000 Implement the Project upBEAT program to build teamwork and lower stress among long-term caregivers $40,000 PEACE, Inc. Renovate the DeFrancisco Eastwood Community Center, which houses senior services and other programs The Salvation Army Develop an effective anti-gang strategy for the Syracuse area on behalf of the Community Intervention Committee
Spanish Action League Expand medical interpretation and translation services and cultural sensitivity training within the mental health field
Toomey Residential & Community Services Renovate a bathroom in the Allen Street Agency Boarding Home, a youth foster care home accommodating teenage boys who have been separated from their families due to mental health issues or emotional difficulties
Vera House $25,000 Renovate the emergency shelter’s kitchen to enhance accessibility and the ease of use by residents Visions for Change $45,000 Assist families in creating their own personal paths out of poverty by expanding the Circles program with an additional coach that will train individuals to take on leadership roles in their lives and in their community YWCA Syracuse & Onondaga County $9,750 Expand to an integrated online donor development and client tracking database. The information will be made available to other nonprofits in the community who are seeking to increase diversity on their boards. These grants were made possible through the Shirley M. Aubrey, Carriage House Foundation, Community, Community Literacy, Harold & Marian Edwards, John F. Marsellus, James & Aileen Miller, and Walter A. Thayer Funds.
Strategic Partnership Two grants totaling $38,676 were awarded from the Strategic Partnership Fund to support projects that reduce overall operating expenses while working to enhance nonprofit program delivery in the community. Boys & Girls Clubs of Syracuse Develop a strategic alliance with the Salvation Army to provide needed administrative services in support of ongoing operation
Literacy Volunteers of Greater Syracuse $13,676 Support for relocation into the SUNY SEOC building in order to better coordinate adult literacy services These grants were made possible through the Strategic Partnership Fund.
Literacy Madison County Literacy Coalition Hire an Executive Director and support the continuing work of the coalition by launching an Imagination Library pilot program
Literacy Coalition of Onondaga County (LCOC) $50,000 Support administration of LCOC and its collaborative community projects addressing literacy across the lifespan. From this funding, the LCOC distributed Literacy Champion grants to eight organizations working to increase literacy by focusing on young children and their parents. The following grant recipients were selected by an awards committee of the LCOC: n
Child Care Solutions Provide workshops for child care providers on using books to improve language and literacy skills Childrenâ€™s Consortium Provide four workshops of Ready, Set, Go in the Imagination Library zip codes to prepare pre-school children for school Friends of the Rosamond Gifford Zoo at Burnet Park Support the implementation of Animal ABCâ€™s and Tadpole Academy, programs that promote early learning InterFaith Works of Central New York Provide bilingual story hours for recently settled Burmese pre-kindergarten children and provide their parents with instructional techniques Literacy Volunteers of Greater Syracuse Encourage refugee families to read to and with their children by infusing English language instruction into refugee programming Onondaga County Public Library Enhance an existing pre-school story time program by buying felt boards Open Hand Theater Explore and create innovative approaches to early literacy development through the arts.
These grants were made possible through the support of the Community Literacy Fund. 8
Create Your Story: How to Apply for a Community Grant
hrough our Community Grantmaking, we seek to bring about positive change and impact while honoring diversity and strengthening the social fabric within and across our many communities. Tax-exempt, nonprofit organizations in Onondaga and Madison counties are encouraged to apply for grants to fund innovative projects in the areas of arts and culture, civic affairs, economic development, education, health, human services, the environment and animals. Prospective applicants are strongly encouraged to discuss their grant requests with our staff before beginning the application process. Grant deadlines and application forms are available for download at www.cnycf.org/grants, or by calling our office at 315-422-9538. We also offer organizational development workshop opportunities throughout the year to build the capacity of our nonprofit community. Visit www.cnycf.org for a full list of upcoming events.
Small Grants This fund supports small investments in projects that identify and address community needs, create forums for public dialogue or community building, inspire philanthropy and volunteerism, or advance equal access to community resources and opportunities. This year, the fund awarded nearly 100 grants totaling $112,430. The following are some highlights: Child Care Solutions - $8,410
Create a business plan to offer education and training services to child care professionals
Chittenango Central School - $4,285
Purchase and implement Caring School Community, a character education curriculum at Bridgeport Elementary
Chittenango Landing Canal Boat Museum - $5,000
Complete a Cultural Landscape Report that will serve as a business plan for the management of this historic site
Community Resources for Independent Seniors - $5,330
Develop a resource directory of senior services available in Madison County to help seniors to remain in their own homes
Cora Foundation - $5,000
Support In our View: A Community Perspective, a project that recruited residents of Syracuseâ€™s Northside neighborhood to become documentary photographers and tell their stories, culminating in an exhibition at the ArtRage Gallery
Cornell Cooperative Extension of Madison County - $500
Support Buy Local Week, featuring events that highlight the economic, environmental, and agricultural benefits of purchasing food produced in Madison County
Erwin Nursery School - $5,278
Build an enhanced playground area for use by children in the Syracuse area
Jim Marshall Farms Foundation - $5,000
Build a barn for equipment used to maintain the Farm, which offers therapy, exercise, workshops and support for individuals suffering from mental illness or physical disabilities
Madison County Health Department - $7,800
Produce and distribute maps of Madison County trails to promote active lifestyles, tourism and local businesses
Most Holy Rosary School - $2,673
Purchase a leveled literacy intervention kit for third graders
Syracuse Friends of Amateur Boxing - $2,700 Replace equipment used by at-risk youth
Syracuse University Press - $1,500 Support toward the editing, printing, and publishing of literacy leader Ruth Colvinâ€™s book that discusses issues of ethnicity, commonalities, and aspirations from her international travel experiences
Syracuse Vocal Ensemble - $1,000 Support two concerts based on the themes of liberation and sovereignty, and inform attendees about opportunities to engage with local refugees These grants were made possible through the Small Grants and Initiatives, Shirley M. Aubrey, Carriage House Foundation, John M. & Mary L. Gallinger, Faith T. Knapp, Rapha Community, and Ralph Myron Sayer & Sophrona Davis Sayer Endowment Funds.
Our Community Initiatives: More Than Grantmaking The Community Foundation strives to improve the lives of Central New Yorkers through various community initiatives in addition to our responsive grantmaking. Our initiatives focus on specific areas of interest and community need, such as developing civic leadership, facilitating collaboration among community leaders, promoting literacy as a stepping stone to a more vibrant community, and expanding local arts audiences.
The Leadership Classroom (TLC) This initiative provides an interactive opportunity for individuals to learn advanced skills alongside other neighborhood leaders. This year, 25 individuals representing five different organizations participated in training sessions designed to enhance their leadership skills. Each group was given a grant of $3,500 to implement projects that they planned during their training. This year, the Community Foundation also launched TLC Advanced, a program designed to provide learning and relationship building opportunities to TLC alumni. Five women from Women Transcending Boundaries attended TLC in 2010. They used their training and resulting grant to establish the first A-OK! (Acts of Kindness) Weekend, which brought together hundreds of community volunteers for a weekend of service on the anniversary of September 11. ch we planned “The A-OK weekend event, whi engage and throughout TLC, allowed us to new friends that collaborate with groups and met otherwise. we probably never would have more about the Through TLC, I have learned our beautiful neighborhoods and people of future involvecommunity. I look forward to helping to ment with alumni programs and Anything is bring our community together. ether.” possible when we do this tog , – Daryl Files, Vice President s rie nda Bou Women Transcending
10 Special Initiatives
Strategic Partnership Fund The Strategic Partnership Fund supports new synergies in and between nonprofits that enable organizations to enhance program delivery and achieve more efficient use of limited financial and human resources. In 2012, two grants totaling $38,676 were awarded to support partnership projects. Since the inception of the program, $147,291 has been awarded to eight organizations. See page 8 for descriptions of this year’s grants. The Fund expanded its criteria this year to include funding for pre-negotiation due diligence activities and organizations in a larger geographic area including Cayuga, Cortland and Oswego Counties. This year, a Strategic Partnership grant awarded to the Boys & Girls Clubs of Syracuse and the Syracuse Salvation Army allowed the two organizations to formalize a service agreement. As a result, the Salvation Army now provides critical administrative services to support the ongoing operation of the Boys & Girls Clubs.
“We were so grateful for the opportun ity the Strategic Partnership Fund provided the B&GC of Syracuse by supporting our best option for strengthening our organiza tion by partnering with the Syracuse Salvatio n Army. This experience has helped us to create needed infrastructure and supp orts, to assure we are able to continually oper ate successful programs in the long term. This process really helped us to educate our board as to the value of strategic partnerships .” – Dave Hazelton, Board Chair, Boys & Girls Clubs
The John F. Marsellus Sabbatical The John F. Marsellus Sabbatical was created in 2000 in memory of this dedicated community philanthropist who was keenly aware of the value that Central New York nonprofit leaders bring to our community. The Sabbatical allows passionate leaders to set aside time for reflection, learning, and renewal — all of which contribute to the continued effectiveness of their leadership. In 2012, two nonprofit executives — Sally Roesch Wagner from The Matilda Joslyn Gage Foundation and Kathy Harter from Junior Achievement of Central New York — were awarded grants for two-four weeks of personal and professional development. This year was the first offering a new, two week sabbatical option to benefit those with a condensed timeframe. Sally Roesch Wagner participated in the John F. Marsellus Sabbatical in 2012, visiting Skirball Jewish Cultural Center, Getty Museum, and the Pacific Standard Exhibition in Los Angeles. The experience helped her to create a vision for her organization.
bbatical was “The gift of this sa faced the last day transformational. I ective and full of it restored, refl ived a personal of new ideas. I rece create an effective tutorial on how to ned how others are docent program, lear ed ramming, and explor doing dialogue prog the at th d pe ho d . I ha succession planning r would jump-start ou Marsellus Sabbatical next phase. It did organization on its anticipated was how that. What I hadn’t on the next phase it jump-started me , with better stress of my personal life n and daily management, nutritio exercise.”
Performance Management Based on the Community Foundation’s success with our first year awarding Performance Management grants, we have decided to continue the program. These grants are designed to improve an organization’s ability to measure impact, making them more efficient and helping them secure new funding. In addition to receiving performance management grants, awardees participate in a year-long learning community to share their project implementation experiences with each other and eventually with the wider Central New York region. “Providing a wide array of ser vices, in multiple counties, to people with all types of disabilities means that we are constantly looking for more effective ways to document and evaluate those services. While we felt fortun ate to have the chance to be part of the yearlong learning process, we cou ldn’t possibly have anticipated the many positive outcomes. Not only did all of the participants openly share challenges, we developed a unique sense of trust and spirit of collaboration. We learned how to design, implement, and carry out program documentation and eva luation. Perhaps most important of all was developing an understanding of how much we can do, using tools we alread y possess, to document our work and out comes.” – Nancy Kern Kronen, Development Director, ARISE
er, – Sally Roesch Wagn Executive Director, The Matilda Joslyn Gage Foundation
Special Initiatives 11
Other Special Initiatives CNY Vitals This year, the collaborative Community Indicators project launched a new website: www.cnyvitals.org. The website provides information on the trends and issues facing local residents to generate discussion, inform planning and celebrate successes. The Community Indicators data provides a snapshot of Central New York, including the region’s current state of affairs within various interest areas. Created in collaboration with the Syracuse University Community Benchmarks Program and over 80 community partners who help to obtain and vet the information, the resulting data will be used to identify trends and opportunities for planning, grant writing and future support. We are excited to be a managing partner of this collaborative effort and look forward to using and enhancing this valuable tool for many years to come. Literacy Coalitions The Community Foundation provides management and research support to the literacy coalitions of both Onondaga and Madison Counties. This year, the Literacy Coalition of Onondaga County (LCOC) continued its work with Imagination Library, which partners with local library branches and other community partners to provide eligible children with a new age-appropriate book each month until their fifth birthday. The LCOC also received a $20,000 research grant from the Sociological Initiatives Foundation that will help measure the impact of its literacy programming in refugee communities. The Madison County Literacy Coalition (MCLC) was honored this year for its planning efforts by the National Civic League and the Annie E. Casey Foundation. In particular, MCLC’s community solutions action plan to address literacy needs was singled out as one of the top 30 plans in the nation that are participating in the Campaign for Grade Level Reading. Initiative for Developing and Engaging Audiences in Syracuse (IDEAS) The Community Foundation partners with other area funders in the IDEAS collaborative, supporting projects that address long-term audience development for the benefit of all arts and cultural organizations in Onondaga County. IDEAS seeks to strengthen the connection between the community and arts, culture, and heritage organizations by engaging audiences, fostering collaboration, identifying the arts as an economic engine, and developing cooperative marketing and communications strategies. Four grants totaling $59,300 were made to three organizations in fiscal year 2012, through the Ideas Collaborative Fund at the Community Foundation. Staff Advancement Initiative The Staff Advancement Initiative was inspired by a donor’s wish to support the professional development of front-line workers in nonprofit agencies. Grants are awarded to individual nonmanagement employees who wish to attend courses or training seminars that fall outside of their respective organizations’ training budgets. In fiscal year 2012, 37 participants received a total of $25,427 toward professional development opportunities. Nonprofit Essentials Workshop Series (NEWS) Through NEWS, the Community Foundation offers the nonprofit community a variety of tools for professional and organizational development. A broad range of helpful workshop topics — from business planning to program evaluation — helped to strengthen our region’s nonprofit sector. Since its inception in 2011, well over 250 representatives of nonprofit organizations have attended NEWS workshops.
12 Special Initiatives
The desire to give reveals the best in each of us—our greatest motives as members of a community and our finest values as individuals. When you work with the Central New York Community Foundation, we make it easy for you to make the most of your giving. We pride ourselves on offering you flexible and customized ways to give, listening to your goals and helping you create a plan that fits your needs.
Which fund is right for you?
On the next few pages, you will find short descriptions of our various types of funds, each of them uniquely suited to address specific charitable objectives. Call us when you’re ready to talk about a giving plan that meets your needs.
Which assets can you donate?
The flexibility of the Community Foundation also extends to the types of assets that can be gifted. From the standard cash or publicly traded stock, to more complex gifts like real estate and stock in closelyheld businesses, the variety of assets that can be accommodated is almost limitless.
When is the right time to give?
There are a number of factors to weigh when making this determination and only you can decide what fits your particular situation—giving now, deferring your giving, or leaving a legacy. Our donors choose to build their funds through a combination of the following options: GIVE NOW: An immediate gift creates a fund from which grants can be made during your lifetime and continue long after you are gone. GIVE LATER: You may choose to set up a fund through a deferred giving arrangement. Many estate plans are structured to secure tax advantages now while making a commitment to a future charitable gift. LEAVE A LEGACY: You may leave a gift to the Community Foundation through a charitable provision in your will or trust, or a beneficiary designation on a retirement plan or insurance policy. These options do not cost you anything during your lifetime, but can be part of a legacy plan to ensure that funding for the causes and organizations that you care about does not end when you are gone.
An alternative to a private foundation
A fund at the Community Foundation provides an attractive alternative to a private foundation. Creating and maintaining a private foundation involves many regulatory requirements and administrative burdens. Our professional staff takes care of all administrative and grantmaking activities, allowing you to focus on the rewarding task of supporting your favorite causes. As part of a public charity, a fund at the Community Foundation offers greater tax benefits. If you have a private foundation already, it is not too late to take advantage of the Community Foundation’s services. Our staff has extensive experience facilitating the transition of all or part of the assets of a private foundation to a donor advised or other fund.
Indicating your interest in charitable giving to your professional advisors is a great way to make sure that your financial and estate plans accomplish all of your short and long-term goals. Professional advisors can use their knowledge of your personal situation to recommend gift timing and asset choices. Our development staff is available to talk through any questions you or your professional advisors may have. Let us guide you through the process of establishing a custom giving plan that is right for you. Call 315-422-9538 or visit www.cnycf.org for more information.
How to Give 13
Funds and Donors NEW FUNDS We gratefully acknowledge the generous community-minded individuals, families and organizations that established 27 new funds at the Community Foundation this year. These funds will benefit the community now and for generations to come. UNRESTRICTED FUNDS Winifred and DeVillo Sloan Jr. Family Fund DeVillo Sloan, Jr., Ph.D., and Winifred Philbin Sloan met in college following World War II. They married and became the parents of one son. They have lived in and around the Elbridge area and both have followed careers in education. This fund is intended to provide a flexible pool of dollars which will be used to support worthy needs in the Central New York area. FIELD-OF-INTEREST FUNDS A.L. Lee Memorial Hospital Health Fund In 2009, Fulton-based A.L. Lee Memorial Hospital closed for business after more than 100 years of serving the Oswego County community. The funds held by the hospital for charitable purposes were transferred to the Community Foundation which will continue to carry on the charitable intent of those who left bequests. This fund will support health care access and quality in Central New York. Cayuga Health Association Fund The Cayuga Health Association served the Cayuga County community for more than a century by providing health and informational services, social activities, and other health and nutritional opportunities to area residents before it closed its doors in 2011. The Association donated its remaining assets to establish this fund through the Cayuga Community Fund to continue its mission by providing grant support for health and nutrition programs in Cayuga County. Leo & Natalie Jivoff Fund Leo and his wife, Natalie, generously donated their time and treasure to the community. This fund will honor and perpetuate the long-time generosity of the Jivoffs by funding projects that enhance the medical field, support education, offer cultural enrichment or provide for peopleâ€™s most basic needs. Holstein Family Fund for Civic Engagement Charlotte (Chuckie) and Alex Holstein, long-time community leaders, advocates and models for civic engagement, established this permanent fund to support civic trusteeship in perpetuity. The Holsteins share the belief that the place where we live has only been loaned to us by past generations to hold in trust for present and future generations. The fund will support the development of individual, organizational, and community capacity to encourage civic trusteeship that promotes a sustainable community. The fund memorializes many members of the Holstein family who were recognized for civic engagement in the founding of the Community Foundation and United Way, and served as leaders of many other local organizations. Parks & Recreation Council of Skaneateles (PARCS) Fund The PARCS Fund was established to gather funds to upgrade an outdoor play area for children and add an outdoor fitness facility at Austin Park in the Village of Skaneateles. PARCS received many donations towards the upgrading of this community park. The fund will support the playground upgrades in the near term and will continue to serve as a repository for funds to implement other projects and park improvements in the Skaneateles community. Dr. Henry Romano Fund for Children As a well-respected pediatrician in Auburn for more than 60 years, Dr. Henry Romano often came face-to-face with a growing epidemic â€” health assistance not always available for children to enjoy their lives to the greatest degree possible. To address that need in his hometown and surrounding county, this special fund of the Cayuga Community Fund will help children of Cayuga County identified with physical, mental and developmental disabilities receive professional evaluations, early intervention services and equipment. 14
Funds and Donors
NEW FUNDS (cont.)
SCHOLARSHIP FUNDS Stan Derdzinski Memorial Scholarship Fund This memorial fund was established to honor the life of Stanley John Derdzinski, III. Stan was a 2010 graduate of Cazenovia Central School and was attending SUNY Morrisville. This fund was established by his father to commemorate the joy he experienced while living and working alongside him. This fund will award one scholarship a year to the Cazenovia Central School graduating senior who demonstrates the most improvement during their high school career. Dr. Matthew Krupp Memorial Medical Scholarship Fund Over his lifetime, Matthew Krupp, MD, MBA overcame several health problems to achieve his lifelong goal to become a doctor. At the time of his death in 2011, Matt was in his second year residency in psychiatry at University of Arkansas for Medical Services. Matt had received support from many family and friends to achieve his educational goals and he had intended to “pay it forward” by setting up a scholarship fund after finishing medical school. Because his untimely death never afforded him the chance to see his vision come to fruition, his friends and family established this fund to benefit students attending medical school, especially those who have demonstrated both academic achievement and the ability to overcome adversity. Clyde E. Rutherford Leadership Scholarship Fund When Dairylea Cooperative Inc.’s board president, Clyde Rutherford, completed his service last year, the company’s board of directors established this fund as a lasting tribute to his selfless service and dedication. This annual scholarship recognizes outstanding youth who exemplify a cooperative spirit, leadership and commitment to their community; all of which are core characteristics exhibited by Clyde. Say Yes STEM Scholarship Endowment Fund Established with gifts from local firms Lockheed Martin, O’Brien & Gere, Anaren Microwave, and SRC, this fund will provide scholarships to Syracuse City School District students pursuing degrees in science, technology, engineering or mathematics (STEM) in conjunction with Say Yes to Education Syracuse. Syracuse Women’s District Golf Association Girls’ Scholarship Fund The Syracuse Women’s District Golf Association is a nonprofit organization founded in 1933 to promote interest and fellowship in the game of golf, promote good sportsmanship and friendly rivalry among members, and foster the best traditions of the game. This scholarship was created by members of the Association to aid young women who are active participants in golf and are in need of financial assistance to achieve their educational goals. Mark J. Wright Young Artists Scholarship Fund Mark Wright strongly believed that the arts play a significant role in building and expanding community. He wore many hats in the local arts community, working tirelessly to promote and strengthen the sector by mentoring organizations on the mechanics of grant writing, supporting collaborations between groups of various artistic disciplines, and promoting festivals that give youth an opportunity to perform and have their work critiqued. When Mark passed away, his friends and colleagues established this fund to continue supporting young artists in Mark’s name.
Funds and Donors 15
NEW FUNDS (cont.) SPECIAL PROJECT FUNDS IDEAS Collaborative Fund Local funders have partnered together to form the IDEAS (Initiative to Develop and Engage Audiences in Syracuse) Collaborative. IDEAS seeks to strengthen the connection between the community and arts, culture, and heritage organizations by engaging audiences, fostering collaboration, identifying the arts as an economic engine, and developing cooperative marketing and communications strategies. IDEAS is funded by the Allyn Foundation, the Community Foundation, the Gifford Foundation, the Dorothy and Marshall M. Reisman Foundation, the John Ben Snow Foundation, and the Trust for Cultural Resources of the County of Onondaga. Save 711 Project Fund The AME Zion Church at 711 Fayette Street in Downtown Syracuse is the oldest standing African American church building in the city, designed by Syracuse architect Charles Colton and erected in 1911. Although in deteriorated condition, the building stands in its original location, with unchanged interior and exterior details including stained glass windows, circular staircases, and dormer windows. This fund will support the “Save the 711 Project” for restoration of this historic building. DESIGNATED FUNDS Anonymous Fund #32 This fund was established by a family interested in providing perpetual support to three local charities. Funding is being provided during the donor’s lifetime to ensure that their financial support of favored charities does not end when they are gone. Steven M. Krause Memorial Fund Steven Krause enjoyed life and saw the world through a unique perspective. He was well known for his nightly rendition of Taps on his bugle. Many of his neighbors within earshot would stop their hectic lives, if for but a few seconds, to reflect with a moment of silence. Steve was an avid outdoorsman who shared his love of the outdoors with the Skaneateles Boy Scout Troop 61, for whom he served as a scoutmaster for three years. He was devoted to his community and served on many area boards, including the Boy Scouts. Established in his memory, this fund will benefit the Boy Scouts of America Longhouse Council in Syracuse and a scholarship at the Skaneateles School District. AGENCY FUNDS Fayetteville-Manlius A Better Chance (FM-ABC) For more than 37 years, Fayetteville-Manlius A Better Chance has offered talented young women of color from at-risk neighborhoods the opportunity to attend F-M High School and take advantage of its exceptional education program and extra-curricular activities. The girls develop confidence and independence as they prepare for college and a successful future as active, effective contributors to society, all while living in a family-like environment. This fund was established to ensure the organization has a permanent source of income to meet future needs.
16 Funds and Donors
NEW FUNDS (cont.) DONOR ADVISED FUNDS Health Foundation for Western & Central New York Fund The Health Foundation for Western and Central New York (HFWCNY) is an independent private foundation dedicated to improving the health and health care of the people and communities of Western and Central New York. HFWCNY focuses its funding and initiatives on improving health outcomes for vulnerable and underserved populations, including frail elders and children ages birth to five living in communities of poverty. Farm Credit East Cares Community Fund Farm Credit East Cares was established in October 2011 in response to the Hurricane Irene and Tropical Storm Lee tragedies that took place in late summer 2011. Funds raised through Farm Credit East Cares will go toward future tragedy or disaster assistance; charitable organizations and local, regional or state not-for-profit charitable organizations focused on agricultural youth or local agricultural development and promotion. Eric R. Gingold Foundation Fund Eric Gingold was a 27-year old son, grandson, brother, uncle and future husband, successful at everything he did in life, when diagnosed with a rare, aggressive form of sino-nasal cancer. Throughout Eric’s three-year struggle, his zest for life never wavered. His concern for others, even in the midst of his own struggles with a chronic disease, is the basis upon which this fund was created. The mission of the fund created by Eric’s family is to financially support efforts aimed at curing cancer and other chronic diseases that negatively impact the lives of so many loved ones, as Eric’s cancer did. His family will use the fund to honor Eric’s memory by supporting projects that enhance the quality of life for patients and their families through increased awareness, prevention, earlier detection and improved treatment options for the less common forms of chronic diseases. Margaret Drew Shirley Memorial Fund Retired school teacher Margaret Shirley enjoyed a well-rounded assortment of activities that celebrated some of life’s greatest pleasures during her lifetime. She was a member of the Cazenovia Garden Club, Cazenovia Water Aerobics and frequently attended Tai Chi classes. Margaret was active in the bell choir, children’s ministry and hospitality at her church. She also served as a docent at the Lorenzo State Historic Site in Cazenovia. This fund was established by her family to support and promote the education of others in the wide array of organizations and projects Margaret enjoyed. Mary H. Soderberg Aquatics Support Fund Mary Soderberg loved swimming in beautiful Skaneateles Lake from the shore of her Borodino cottage and at the Skaneateles Community Center, where she was the first person to dare speed down its spiral slide. When she wasn’t enjoying her beloved pastime, she frequently traveled to her favorite spots in Switzerland, Scandinavia, and Naples on the Gulf of Mexico, and she served as a passionate cheerleader at the many events she attended in support of her grandchildren and great grandchildren. The joy she found in what she termed the “ordinary times” in life served as an example to all who knew her of what is truly important. This fund, established in her memory, will directly support the Mary H. Soderberg Aquatic Center in Skaneateles, which was named in her honor. In addition to those highlighted above, donors established the following donor-advised funds to increase their charitable impact and simplify giving: Aminy I. Audi Fund Jeffrey H. and Dorothy M. Booher Charitable Foundation Patrick Clement Fund Gordon & Kathleen Hershberger Fund
Funds and Donors 17
The Johnsons Alan and Christine Johnson sit beside the weeping cherry tree that was planted in memory of their son, William, at Palmer Elementary School in Baldwinsville.
he Johnsons created a memorial fund in their son’s name at the Community Foundation in 2011. The William Johnson Memorial Fund provides an annual award to a Baldwinsville senior pursuing a degree in therapy and also benefits the Upstate Golisano Children’s Hospital Pediatric Intensive Care Unit.
To hear the Johnson’s full story, visit www.storiesofcny.org or scan here.
18 Your story is our story.
William Johnson’s parents, Al and Chris, recently reflected on how their son’s short life had a positive impact on the people around him. William passed away at the age of 12 due to complications from a rare congenital heart defect called Hypoplastic Left Heart Syndrome.
Growing up, William had three little mothers — his sisters. In the hospital they acted like little nurses, and at home they helped with feeding and therapy. I was scared when William started school because he would have to leave my immediate presence. But just like with his sisters, the other children loved him and couldn’t get enough of him. They would talk to him, tell secrets and make him laugh. Regardless of his handicap, the kids showed him unconditional love. They would help him, and honestly, I think he helped them too. In 2007, William’s heart couldn’t keep up with the demands of his growing body and he passed away. The kids in his class planted a tree in their schoolyard in his memory. They
asked us if they could get together and talk about William with us. It was the first day we picked our heads up off of our chests. We started the “Run/Walk for William” to raise money for an annual scholarship that will be awarded to local high school seniors going into the field of therapy, because therapists were so instrumental in giving William a normal life. William has been gone for five years, but we believe he is still helping all of us by reminding us of the important things in life. He was quite a treasure and always will be. You can never underestimate the power of the powerless.
The following pages list the nearly 600 funds established at the Community Foundation during its 85-year history. There are so many stories behind each of these funds that we cannot fit them on these pages. You may visit www.cnycf.org to read full descriptions of many of these funds. Each fund has its own purpose and history, but all of them gain strength from being managed together. The Community Foundation is honored to serve as the steward of these funds, striving to make our community stronger today and in the future.
Donald C. & Marion F. Newton Fund
The Community Foundation depends on these broadly responsive, community focused funds to proactively address the changing needs of the community and support innovative responses. Our unrestricted fundholders have established legacies that provide flexible support to meet the challenges of tomorrow. Charlotte and Donald Ball Fund The Benji Fund Besse Family Fund Charles F. Brannock Fund Shirley M. Brennan Fund William L. Broad Fund Elizabeth Salisbury Brooks Fund
Peggy Ogden Community Fund Dorothy M. Olds Fund Theodore & Marjorie B. Pierson Fund
2001 Fragnoli Family Fund #2 1999 Friends of Pro-Fac Fund
Robert A. & Winifred S. Pond Family Fund 1993 Kathleen Sill Hoffman Hershberger Memorial Fund Brian Cole Retan Memorial Fund 2001 Rodney L. Keech Trust & Belle Keech James A. & McDowell Smith Reynolds Fund 1981 Trust Fund Robert M. & Dorothy M. Salisbury Fund 1971 Pamela Ball Kettell Memorial Fund Helene C. Schroeder Fund
2008 Russell A. & Joan S. King Fund #2 1969 Russell A. & Joan S. King Fund #3
2000 Frederick B. & Laura B. Scott Fund 1984 Winifred & DeVillo Sloan, Jr. Family Fund 2012 George & Luella Krahl Designated Fund 2003 Steven M. Krause Memorial Fund 1999 Lee & Alice Smith Fund 1995 Frances M. Thompson Fund 1996 Olga Dietz Turner Fund 2001 The Witherill Fund 1991 Forrest H. Witmeyer Fund
1993 Arthur W. & Mabel P. Wrieden Memorial Fund 2004
Philip R. & Elizabeth E. Chase Fund
Clarke Family Fund
Kenneth P. & Charlotte C. Buckley Fund
1987 Curtis & Toni Feldmann Skaneateles 2008 Historical Society Fund
2002 Jim Marshall Farms Foundation Endowment Fund 1974 Peter Mermer Memorial Fund
1999 Designated Funds are established by
Alfred & Grace Dibella Fund
donors to support one or more of their favorite nonprofit organizations. Many 1998 organizations receive crucial annual 1994 support from these funds.
Margaret J. Early Fund
Carlton R. Estey Fund Alice M. Gaylord Trusts Minnie O. Goodman Estate Fund Frances E. & John S. Hancock Fund Carroll A. Hennessy Fund Frances Singer Hennessy Fund Anthony A. & Susan E. Henninger Memorial Fund Hills Family Fund I.A. Hotze Fund Iaconis, Iaconis & Baum Fund Marjorie D. Kienzle Fund Alicia A. & George W. Lee Fund L.C. Maier Community Fund Gay D. Marsellus Fund John F. Marsellus Fund Helen Hancock McClintock Fund James & Aileen Miller Fund
1996 Anonymous #26 Fund 1999 Anonymous #32 Fund
1979 Susan Atseff Fund 1968 Dr. Gerald S. Bers Memorial Fund
1998 Boys & Girls Clubs of Syracuse Endowment Fund 1993 George J. & Kathryn H. Buchholtz Fund 1980 BWGâ€™s Rainbow Fund 1991 Dorothy Calingaert Fund
1989 Contact/Syracuse Endowment Fund 1998 Edwin F. & Delores P. Davis Fund 2004 Frances P. DiBella Fund 1983 Mary Louise Dunn Fund
1960 Margaret J. Early Designated Fund 1999 Paul M. Engle Fund #2
1979 Everson Museum Endowment Fund 1993 Falcone Family Community Endowment Fund 2010
2008 2010 2010 1991 2004 2008 2010 2007
2012 2001 Margaret McAlpine Ladd Memorial Fund 2008 1982 Marvin Lewis Memorial Fund 2003 1979 Herbert Lourie Memorial Fund 1987
Solly & Belle Cohen Fund Mary Frances Costello Fund
Phyllis M. Newland Fund
Park Central Presbyterian Church Memorial Endowment Fund & St. Paulâ€™s Cathedral Endowment Fund
Robert & Dorothy Riester Fund for Stone Quarry Hill Art Park Preservation
Lettie H. Rohrig Fund
John A. Santelli Fund
2004 SARA Endowment Fund
2012 Harvey M. & Helen H. Sass 1999 Endowment Fund
2005 Emojean and Leonard F. Schmidt Designated Fund 1996 Lowell Smith Circle of Courage Fund 1998 Susan Spencer Memorial Fund 2011 Craig D. Stephens Memorial Fund 2008 Stohrer Family Fund
1996 Louise B. Tuttle Local Mission Fund 2008 Gail J. Weinstein Memorial Fund
1996 Whitmore Christian Fund 1996 Witherill Fund for Cazenovia College
2008 Witherill Fund for Le Moyne College 2008 Witherill Fund for Syracuse University
2007 2005 2000 1999 1999 2008 2008 2004 1998 1998 1998
Funds and Donors 19
Field-of-Interest fundholders have chosen one or more focal points for their giving, often based on their personal interests. Funding is given to the donorâ€™s favorite region or cause, while remaining flexible to meet changing community needs in the focus areas over time. A.L. Lee Memorial Hospital Health Fund
Shirley M. Aubrey Fund
William D. Barnet Memorial Scholarship Fund
Walter Brooks Memorial Fund
Capacity Building for Not-For-Profits Fund 2006 Carriage House Foundation Fund
Cayuga Community Fund
Cayuga Health Association Fund
Cazenovia School District Student Incentive Fund
Community Council On Careers Fund Community Literacy Fund Coon Fund J. Henry & Martha E. Deboer Fund Domestic Violence Endowment & Support (DoVES) Fund M. Harold & Frances M. Dwyer Fund Education Endowment Fund Harold & Marian Edwards and O.M. Edwards Co. Fund Environmental Fund The Fenstermacher Fund Future Fund of Central New York John M. & Mary L. Gallinger Fund GLBT Community Fund Joseph C. Georg Estate Fund Greater Pulaski Community Endowment Fund Hearts In The Right Place Fund
J. Daniel and Diane Pluff Fund
2010 R. Burkett & Kathleen H. Curtiss Fund
Dr. Henry Romano Fund for Children
2012 Daily Orange Minority Journalism 2011 Scholarship Fund
Tiny Rubenstein Animal Welfare Fund Durston Sanford & Doris Sanford Fund
2007 Anne L. & Lawrence D. Daley Scholarship Fund
Hearing Impaired Fund
2008 Robert DiFlorio Scholarship Fund
Dennis Dowdell Scholarship Fund
2000 Ralph Myron Sayer and 1996 Sophrona Davis Sayer Endowment Fund 2008 Delta Sigma Theta Fund 2012 Stan Derdzinski Memorial Scholarship Fund Dorothy R. Shoudy Memorial Virginia C. Simons & Dr. C. Adele Brown Fund Spanfelner Fund Allen Speiser Memorial Vocational Rehabilitation Fund Staff Advancement Endowment Fund Syracuse Dispensary Fund Syracuse SIDS Prevention Fund Walter A. Thayer Fund Womenâ€™s Fund of Central New York
20 Funds and Donors
1966 Jessica Rikki Flegal Memorial Fund 2007 Jack Gallaher Workforce Preparation
1992 Helping Hand Fund
1999 Jon E. Gammage, Jr. Scholarship Fund
Mary & Eddie Giemza and Richard Balduzzi Scholarship Fund 2007
Catherine L. Golden Memorial Scholarship Fund
2007 award funds to deserving students.
Tucker Goodfellow Memorial Scholarship Fund
Sean M. Googin Scholarship Fund
Joshua Allyn Engineering Scholarship Fund 2011
2011 Alpha Kappa Alpha Fund 2000 Abraham Altman Scholarship Fund
Greater Cazenovia Area Chamber of 1997 Commerce Scholarship Fund 1998 Jenna Christine Grieshaber 2007 Scholarship Fund
2000 Buzz Ballway Scholarship Fund John D. (Bucky) Bennett Scholarship Fund 2000 Carol Hansen & Ethel Bauder Fund Carroll A. Hennessy Scholarship Fund 1962 Binghamton Patriot Educational 1985 Gordon & Kathleen Hershberger Fund 2002 Scholarship Fund 1998 Frederick M. Holmes, DVM Blasland, Bouck & Lee Scholarship Fund 2001 Scholarship Fund 2004 G. Ray Bodley High School Class of 1953 Scholarship Fund 2004 Jack Holmes Scholarship Fund 2010 Robert F. Borgognoni Memorial Daniel Frederick Holt Memorial 2006 Scholarship Fund 2003 Scholarship Fund 1987 Laurie Kennedy Bosso Memorial Kara Hood Memorial Scholarship Fund Scholarship Fund 2002 Peter P. Huntington, M.D. Nursing 1991 Adam Bouchard Scholarship Fund 2003 Scholarship Fund
Flora Mather Hosmer Fund 1981 Peter A. Brevett Scholarship Fund John H. & Mary P. Hughes Fund 1972 Rocco Bufano Scholarship Fund of Konosioni Lodge #950 Jelly Bean Angel Fund for Innovation 2011 William & Helen Burke Memorial Fund Leo & Natalie Jivoff Fund 2012 Camillus Optimist Community Service Jordan-Elbridge Youth Endowment Fund 1998 Awards Fund Faith T. Knapp Memorial Fund 2005 Frederick P. Cargian Jamesville-Dewitt Lewis-Trinity Fund 1994 Memorial Scholarship Fund Christine S. Nazzaro Memorial Fund 1996 Cazenovia College/Leland Stanford Scholarship Fund Henry A. Panasci, Jr. Fund for Lewy Body Research 2005 Cazenovia High School Scholarship Fund
P-D Family Fund
Deb Duethorn Memorial Scholarship Fund 1997 2001 Zach Emerton Memorial Scholarship Fund 2002 2000 Express Mart Scholarship Fund 1997
1993 Scholarship Funds, often created in 2009 honor or in memory of a loved one,
2011 Pamela S. Braund Memorial Holstein Family Fund for Civic Engagement 2012 Scholarship Fund
Parks & Recreation Council of Skaneateles Fund
1998 Trooper William G. Doyle Memorial 1999 Scholarship Fund
Suzanne Civitello Memorial 2012 Scholarship Fund 1979 CURN Scholarship Fund
2000 1997 2003 1998 2008 1998 1998 2001 2001 2001
Earl & Kay Hurd Memorial Scholarship Fund 2000 Robert & Roberta Hurd Scholarship Fund 1993 Victor Kalilec Memorial Scholarship Fund 2010 Kappa Alpha Psi / M. Gilbert Kirkland Scholarship Fund
Monica L. Keator Scholarship Fund
Frederick K. Kilian Memorial Fund
Kiwanis Club of North Syracuse Scholarship Fund
John H. Koerner, Jr. Memorial Scholarship Fund
Honorable Beatrice Krupkin Scholarship Fund
Dr. Matthew Krupp Memorial Medical Scholarship Fund
1994 2011 2002 2003 1998
John Joseph Lamanche Scholarship Fund 2002
Scholarship Funds (cont.)
Gregory D. Peterson Memorial Scholarship Fund
Sr. Camilla Smith Memorial Scholarship Fund 2005 2004 Sarah E. Smith Scholarship Fund 2007 Lambda Kappa Mu / Eunice Randle Fund 1999 Sarah Lombardi Pietrafesa Scholarship Fund 2007 Snow Community Service Scholarship Fund 2006 Aurelia Crespo-Carlos Lavezzari 2006 Allen Spaights Memorial Music Latinoamericano Scholarship Fund 1996 Nettie D. Plummer Scholarship Fund N. James Polney Scholarship Funds 1968 Scholarship Fund 2002 A.L. Lee Memorial Hospital Scholarship in the Names of Gertrude Case Kesterke, Poole Scholarship Fund 1996 Spanfelner Scholarship Fund 1999 Yvonne Arnold and Adolph Kalafarski 2010 Holly Prentice Memorial Scholarship Fund 2003 Dr. Edward Sprague Scholarship Fund 2006 Thomas E. Lempges Scholarship Fund 2004 Pulaski Academy & Central School Stickley Scholarship Fund 2007 Earl H. Levesque Scholarship Fund 2003 Scholarship Fund 2006 Syracuse Children’s Chorus 1996 Pulaski Academy Alumni Association Dr. Sanford & Claire Levy Fund 1997 -Dr. Donna Beth Price Fund Scholarship Fund 2007 Syracuse Women’s District Golf Association Eddye Hurley Hooper Logan Scholarship Fund 2005 Mary-Jo Tout Rosenblatt Scholarship Fund 2006 Girls’ Scholarship Fund 2012 Frederic Luther Memorial Scholarship Fund 2006 Clyde E. Rutherford Leadership Yates Mahaffey Scholarship Fund 2007 Scholarship Fund Ferdinand & Emilie Maltzan Memorial Fund 1996 Say Yes Reisman Scholarship Endowment Fund Ralph G. Martell Scholarship Fund 2006 Say Yes Scholarship Endowment Fund Vincent & Helen Mascette Scholarship Fund 1991 Say Yes STEM Scholarship Kevin McCabe Memorial Scholarship Fund 1995 Endowment Fund Bruce McCormick Music Scholarship Fund 1975 Sam & Julia Selkowitz Community Fund
Sarah Theiner Memorial Scholarship Fund 1985 2012 Shannon Elizabeth Thomas Memorial Fund 2002
Christine M. McHugh Memorial Scholarship Fund
Michael J. Sheridan Memorial 2009 Scholarship Fund
Joel David Namy Scholarship Fund Marshall A. Nelson Urban Minority Scholarship Fund
Henry C. & Dorothy R. Shoudy Memorial 1998 Scholarship Fund 1988 Carleton B. Simon Scholarship Fund
Robert W. Oliver Scholarship Fund
Lura M. Sharp Scholarship Fund
Trufant Family Scholarship Fund
Tully Central School District 2008 Scholarship Fund 2012 1959
L. Ted Utter Family Scholarship Fund
2008 1999 1997
James R. Ward Memorial Scholarship Fund 1998 Michele J. West Scholarship Fund
Dorothy Wheeler Scholarship Fund
1991 Mark J. Wright Young Artists Scholarship Fund
2008 Harold Youker Athletic Scholarship Fund 2007 1999 Stanley F. & Arlene H. Young Memorial Education Fund 1999
STORY. Agnes McCray is a mother of three, a sibling to nine, a daughter, an advocate, a board member of ARISE, and a person with “extravagant differences.” She was determined since childhood to make it possible to live a normal life and to embrace what makes her different. She talked with Nancy Kern Kronen, Director of Development and Public Relations at ARISE, about her experiences blazing trails in the area of disability rights. everybody is a “It is important to see that capabilities at the human being with flaws and to make the world same time. We’re not going it as we go. I just perfect, but we can improve ers for who they want to see people accept oth the day, we all are, because at the end of the human race.” belong to one race and that’s
Agnes McCray and Nancy Kern Kronen appear on an accessible Centro bus, signifying her ongoing advocacy for those with “extravagant differences.” To hear Agnes’ full story, visit www.storiesofcny.org or scan here.
uring its 85 year history, the Community Foundation has provided support to many organizations that, like ARISE, advocate for the rights of people in our community who have been marginalized. Funds and Donors 21
Donor-Advised Funds are established by individuals, families or businesses that choose to be actively involved in the grantmaking process. Donors with a range of community interests find these to be an ideal tool for conveniently fulfilling charitable wishes. Richard & Marilyn Alberding Charitable Fund David & Amy Allyn Foundation Mark B. Allyn Fund Amos Foundation Fund Anonymous #23 Fund Anonymous #25 Fund Anonymous #27 Fund Anonymous #28 Fund Anonymous #31 Fund Appleknocker Fund Eugene G. Armani Fund Kathie Y. & Richard W. Arnold Fund Peggy & Tim Atseff Fund Aminy I. Audi Fund Edward & Laila Audi Fund B & B Lumber Co., Inc. Fund Gail & Dennis Baldwin Fund The Ballway Fund Ronald R. & Carole S. Beckman Fund R.R. & C.S. Beckman Family Fund Erna Hofmann Berwick Fund Lillie & Asher Black Fund Jeffrey H. & Dorothy M. Booher Charitable Foundation William T. & Ruth S. Bradner Fund
2012 Haylor, Freyer & Coon Fund
Paul & Linda Cohen Fund
2005 Henderson-Johnson Co. Community Fund 1969
Ruth J. & Robert J. Colvin Fund
2011 Robert Angelo Henty Foundation Fund
Health Foundation of Western & Central New York Fund Michael J. Connor Fund Mary L. Cotter Fund Dale Family Fund
Sidney & Carol Dana Fund 2011 Michael G. Dâ€™Avirro Fund 2011 Louie Davis Memorial Fund 2011 Carol F. Davison Fund 2011 Derrenbacker Family Fund
Gordon & Kathleen Hershberger Fund
2012 2012 Richard & Janice Hezel Fund 2006 2004 Ann Mawhinney Hodgkins Memorial Fund 2006 2005 H. Follett Hodgkins Fund 1986 Barbara & David Holstein Fund 1990 The Holtz Family Fund 2001 Homan Family Fund
1992 Hood Family Fund 1997 Herbert S. & Eleanore L. Howard
1978 1992 2006 1996 1997
1997 Charitable Foundation
1997 Dewitt Rotary Charitable Fund 2003 Diefendorf Fund
2010 Hueber-Breuer Foundation Fund
1983 Molly A. Hughes Family Fund
2005 Gerry J. & Cynthia G. Dietz Fund 2010 John S. & Julia G. Dietz Fund
1997 Dr. Peter & Mary Huntington Fund
1979 Judith & Giampaolo Huober Fund
2010 Seanna M. Donley Memorial Fund 2007 Peter A. & Brigid F. Dunn Family Fund
2003 Sandra Hurd & Joel Potash Fund
2008 Incaudo Family Fund
1997 James J. Dwyer, Jr. Memorial Fund 2005 Eberle Family Fund
1999 Dorothy Retan Irish Fund
2001 Thomas & Elna Dwyer Childrens Fund 2012 The Empowerment Fund
2004 Jaquith Industries Fund
2006 William Johnson Memorial Fund
2005 Engel Family Fund 1986 Paul M. Engle Fund
2001 Bernard T. & Margaret L. King Fund
1998 Russell A. & Joan S. King Fund
2010 Elaine & Steven Jacobs Foundation Fund 1987
2002 Michael J. & Noreen R. Falcone & John H. Koerner Fund 1981 The Kraly Family Fund 2007 Family Fund 1994 Farm Credit East Cares Community Fund 2012 Lantzy Family Fund 2005 Roland F. & Brigitte H. Link Fund 1998 Corinne H. Farnham Fund 1995 Marion H. & Michael S. Fish Fund 1999 Fisher Family Fund Forbes-McNeilly Family Fund 2012 Dorothea Fowler Fund 1986 Fragnoli Family Fund
Bernard B. & Ona Cohn Bregman Family Fund
Brod Family Fund
Arthur & Ester Brooks Fund
Frank & Marie Brownell Fund
Phillip & Helen Buck Family Fund
Craig & Carol Buckhout Family Fund
Rev. Karen V. & Albert J. Budney Fund
Jane Burkhead & Robert S. Sarason Fund 2004 Burns Brothers Foundation Fund
James & Kathleen Burns Fund
CABLExpress Charitable Fund
Patricia M. & Vincent H. Callahan Fund
Russell & Nancy Carlson Fund
Cashier Family Fund
Central New York Traditional Music Fund 2010 Mary Ellen Ash Clark Memorial Fund
Kay Clarke Fund
22 Funds and Donors
Patrick Clement Fund
Dr. Frank L. Frani Fund Catherine A. & Kenneth E. Gale Fund Nan & Howard Gartner Fund Gary & Maureen Germain Fund Eric Gingold Foundation Fund Lewis & Annette Goodman Fund Grace Fund Judith S. & Stephen J. Graff Fund Edward & Joan Green Fund Virginia Sayre Hamlin Fund Hancock & Estabrook LLP Fund Hancock Community Fund Stewart F. Hancock, Jr. Fund Hansen Family Fund F. Michael Harms Memorial Fund Helen R. Harris Memorial Fund Haylor Family Charitable Fund
2001 Rosalia Hull & Robert H. Linn Fund 2011 Anne Gilmour Lloyd Family Fund 2007 Betty B. Lourie Fund 2000 James & Therese Luckett Fund 2001 Mackenzie Hughes LLP Fund 1994 James E. Mackin Fund
1998 Henry R. Mahshie Fund 1995 Maier Family Community Fund
2006 Gwyn K. & Patrick A. Mannion Fund 2012 John F.X. Mannion Charitable Fund
1997 2011 2011 1997 1986 2007 1997 2000 1986 1998 1997 1999 2011
2000 1998 Nancy Fulmer & James F. Marquardt Fund 2006 2011 Marsellus Family Fund 2011 2011 Candace & John Marsellus Fund 1981 1986 Molly & Lloyd Martin Fund 2001 Raymond F. & Beverly Martino Fund 2004 Hugh Joseph Matt Childrens Fund 1962 Donald M. Mawhinney, Jr. Fund 1999 McCabe Family Fund 2005 Wallace & Sally McDonald Fund
1981 Anne L. Messenger Fund 2004 John & Carmella Mezzalingua Fund 1981
(continued on page 24)
1991 1986 2002 1980 2002 2007 2002 2004
he Community Foundation has always made it a priority to support the many communitybased nonprofit organizations that work with Central New York’s most vulnerable populations, such as Mercy Works and the Rescue Mission.
To hear Clarence’s full story, visit www.storiesofcny.org or scan here.
Clarence Jordan and Bob Hood in the youth computer lab at Mercy Works.
As former executive director of the Rescue Mission and later as development director at Mercy Works, Clarence Jordan has served the Syracuse community for decades. He discussed his professional motivations and personal experiences with his good friend, Bob Hood.
interns in local companies. I’m so pleased that I made the decision to join Mercy Works, because you can never do enough for young people. As I look back on my life, the t most rewarding part of it was the grea this of ple peo with t buil relationships I community. I think that’s what it’s all about, no matter what you’re doing, if you build good relationships, they always pay off in the end. If we all my job. could help our neighbor, help one, After retiring, I was asked to consider geel- even if it’s just words of encoura coming on staff at Mercy Works as dev ld wou ld wor the , ng ment each day opment director. I started to teach you be a better place. use to people in the inner city how computers and help place them as
I started working at the Rescue se Mission in Syracuse as a lodging hou uexec manager and then soon became the t tive director. As I helped to mee basic needs of those seeking housing ed and food from the Mission, I also hop nd. arou to inspire them to turn their lives them of few I felt that if I could just help a gs to realize that there were greater thin e don e hav in life than the bottle, I would
Your story is our story. 23
Mary Alice Smothers Mary Alice Smothers, commonly known in her neighborhood as Aunt Alice, has lived in the Near Westside of Syracuse all of her life. She watched the once vibrant community become distressed, but now enjoys watching the neighborhood come alive again. She told Marilyn Higgins, board president of the Near Westside Initiative, of all the changes she has seen first-hand.
Mary Alice Smothers and Marilyn Higgins visit inside 601 Tully, a space and storefront for community arts, education, and entrepreneurship on Syracuse’s Near Westside. To hear Mary Alice’s full story, visit www.storiesofcny.org or scan here.
Donor Advised Funds (cont.)
d with new homes, abandoned “Vacant lots have been fille and youth violence is being buildings are being repurposed, -time deal, we are gaining addressed. This is not a one hborhood is a close-knit momentum every day. This neig keep going.” family, and we want that to
he Community Foundation has supported collaborative efforts to address communitywide concerns and create systemic change, like the Near Westside Initiative, throughout its history.
Ralph & Barbara Phillips Fund
1993 Rural/Metro Charitable Fund
Russell-Simons-Rolf Family Fund 2006 James & B.J. Mitscher Fund 2007 Kathleen Murphy & Richard Pietrafesa, Jr. Family Fund 2005 Jalal & Mary Lou Sadrieh Fund 2005 Charles B. & Elsbeth W. Morgan Fund 1999 2011 Sean M. Samolis Memorial Fund Bryan M. Place Charitable Fund 2011 1964 Morton Family Fund Jane & Nathan Podkaminer Fund 1995 Ernest L. & Dene A. Sarason Fund 1968 John & Ellie Mott Fund 2006 2004 Phyllis & Doc Schwartz Fund POMCO Community Fund 1990 1998 Eric & Judy Mower Fund Pomeroy Family Fund 2004 Sears Family Fund 1998 Eileen C. & John J. Murphy, Jr. Fund 1979 Potter Family Fund 2000 Lowell A. Seifter & Joanne & John J. Murphy III Fund 1983 2011 Sharon A. McAuliffe Fund Ruth C. Putter Fund 2006 1960 H. Gillis & Letty M. Murray Fund R & R Community Arts Fund 1999 Shadowfax Charitable Fund 1995 Marc Murray Memorial Fund 2011 Rapha Community Fund 2011 Indira & Mansukh J. Shah Fund 2004 Newman Family Fund 1997 Margaret Raven Family Fund 2008 Kenneth & Mary Ann Shaw Fund 2008 New York State Agricultural Society Fund 2011 Rita L. Reicher Fund 2011 The Shellenberger Family Fund 2004 Niles Fund 2004 Jon L. & Joyce P. Regier Fund 2010 Margaret Drew Shirley Memorial Fund 2012 Paul & Daisy Nojaim Fund 2004 Dorothy & Marshall M. Reisman Fund 1980 James Shope Jr. Family Fund 2007 Northrup Fund 1974 Ridzi Family Fund 2009 Rhoda Sikes Fund 2002 O’Connor Family Fund 2004 Rivette LaManna CareAge Fund 2006 Ethel L. Skinner Fund 2004 Thomas & Karen Olenych Fund 2005 Rodormer-Soule Family Fund 2007 Slotnick Family Fund 1985 Marian Oliver Fund 2005 Nancy M. & Stephen A. Rogers Fund 1999 Smarzo Family Fund 2006 Oma Foundation Fund 2004 Joseph & Lynne Romano Fund 2005 Frank V. & Janet J. Smith Fund 1999 Lon T. Palmer Music Education Fund 2011 Rothenberg Fund 1998 Paula & Douglas Smith Family Fund 2008 1986 Henry A. & Faye Panasci Fund Elaine Rubenstein Fund 1994 Lynn H. & Corinne Roth Smith Fund 2011 Peddler Foundation Fund 2011 Rudnick Family Fund 2010 Mary H. Soderberg Aquatics Support Fund 2012 Christopher Wood Phillips Fund 1993 Rosalind & Seymour Rudolph Fund 1999 24 Funds and Donors
Donor Advised Funds (cont.) Paul & Kathleen Solomon Community Charitable Endowment Fund Solomon Family Fund Carol & Dirk Sonneborn Fund James & Marcene Sonneborn Fund Richard H. Spencer Fund SRCTec Corporate Community Fund Stardust Charitable Fund Edward Stephens Fund Ralph & Joann Stevens Fund Carolyn & Ronald Stott Fund Sykes Family Fund Syracuse Inner City Rotary Club Philanthropy Fund
Many nonprofit organizations, seeking
1998 ways to provide a permanent source of 1996 income for their work, choose the Com2001 munity Foundation to manage their 2003 charitable endowments.
1979 Baltimore Woods Nature Center 2008 Beaver Lake Nature Center
2006 Boys & Girls Clubs of Syracuse 1992 Fayetteville-Manlius A Better Chance 2002 Finger Lakes Land Trust 2007 First Baptist Church of Pulaski
2006 Friends of Historic Onondaga Lake 2005
Yvonne Tasker-Rothenberg Fund
Robert J. & Margaret J. Theis Fund
Larry & Sally Tully Fund
Elizabeth V. Tumbridge Fund Jeff Unaitis Fund John L. & Frances M. Vensel Fund V.I.P. Structures Fund Michael & Julia Wamp Family Fund
Matilda Joslyn Gage Foundation Girls Incorporated of Central New York Frank H. Hiscock Legal Aid Society Huntington Family Centers
Jenni-Lyn Watson Memorial Fund Scott & Deborah Webster Fund Nancy & Robert Weed Family Fund Wheler Family Fund Joseph & Rosemary Wiedenbeck Family Fund
1999 Planned Parenthood of the 2011 Rochester/Syracuse Region
2007 Pulaski Historical Society 2008 Rape Crisis Center of Syracuse
1999 ACACIA Fraternity 2005 Mr. & Mrs. Robert Andrews 2004 Diane Apter 1996 Timothy Atseff & Margaret Ogden 1999 Warren W. Bader 1980 Mr. & Mrs. Dennis R. Baldwin
2009 Dr. & Mrs. George H. Collins Comstock Commons Home Owners Association 1976 Katherine L. Considine 2007 Mr. & Mrs. Richard V. Cross 1998 Milton J. Crystal 2002 Dr. & Mrs. Jeffrey M. DeSimone
2007 Tully Free Library
2002 Peter A. and Brigid F. Dunn
Jerome M. & Dorothy A. Wilson Fund
Lee & Jim Wilson Fund
Woodcock Dettor Family Fund
1998 Signature Band & Choir Camp The 1890 House
Carol N. Weiss Fund
Larry & B.J. Wright Charitable Fund
The Community Fund gives us the resources and flexibility to respond to the most critical issues facing Central New York. The majority of our community grantmaking, special initiatives and civic engagement grants are made through this fund. The following gifts allow us to grow this permanent source of charitable dollars and are gratefully acknowledged.
Interfaith Works of Central New Yorkâ€™s 2008 Nona D. Stewart Refugee Assistance Fund 2003 John E. & Anne N. Baldwin Charitable Fund Marilyn Bittner 2006 Loretto Foundation 2008 James V. Breuer 2004 Marcellus Athletic Booster Club 1999 Ruth Blumberg 1998 Mental Health Association of 1999 Marjorie L. Carter 2010 Onondaga County
Barbara B. & Harold H. Wanamaker Fund 1998 North Syracuse Education Foundation Donald & Hilda Watrous Fund
Community Fund Donors
1999 Mr. & Mrs. Thomas C. Dinolfo Carey Earle Eric Mower & Associates
Special Project Funds
These funds, sometimes with limited time frames, are used for special 2002 projects or endeavors that benefit 2000 our community.
Margaret J. Early Designated Fund Mark L. Feldman James D. Fitzpatrick, Esq. Gaylord Estate Edward W. Gibbin
Cathedral Square Development Corporation and Neighborhood Association Fund
DeWitt Rotary Club Centennial Project Fund
IDEAS Collaborative Fund
KJâ€™s Angels Fund
Save 711 Project Fund
Mr. & Mrs. Richard Green Jean J. Greene Mr. & Mrs. David Harper Linda Dickerson Hartsock Mr. & Mrs. William J. Hemmerlein Amanda Hentz Debra M. Hiller Mr. & Mrs. Joseph H. Hipius Mr. & Mrs. Richard D. Hole Madelyn H. Hornstein Herbert S. & Eleanore L. Howard Charitable Fund Marion N. Howard Internist Associates of CNY
Funds and Donors 25
Community Fund Donors (cont.)
Shadowfax Charitable Fund
Mr. & Mrs. Theodore F. Jarosz
Mr. & Mrs. Steven M. Share
Dr. & Mrs. Lewis W. Johnson
Dr. David Murray & Mrs. Judith M. Sayles
Belle Keech Trust Fund
Mr. & Mrs. Stephen B. Nathan
Signet Hill Homeowners Association
Rodney L. Keech Trust Fund
William D. O’Brien
Joseph B. Lee
Jennifer & John Owens
Solomon Family Fund
Stohrer Family Fund
Mr. & Mrs. Harold E. Leonard
Robert J. & Margaret J. Theis Fund
Rosalia Hull & Robert H. Linn Fund
Rita L. Reicher
Thermopatch/Mr. & Mrs. Thomas DePuit
Melanie W. Littlejohn
Frank and Frances Revoir Foundation
Dr. & Mrs. Gregory A. Threatte
Ron V. Lombard
Mary B. Touchette
Mary Ellen Trimble
Candace & John Marsellus
Maria P. Russell
Vivan W. VanDusen
Mr. & Mrs. Daniel B. Masterpolo
Judy A. Schmid
Mr. & Mrs. J. Kemper Matt
Mr. & Mrs. Herbert Schneiderman
Agnes H. Weis
Dr. & Mrs. Kendrick A. Sears
Mr. & Mrs. Donald Witter
Mary C. Meyer
Sekas Homes, Ltd.
Mr. & Mrs. Garnett E. Wood
he Community Foundation’s Affiliate Funds are field-of-interest funds governed by independent advisory groups. Each affiliate fund experienced a strong grantmaking season in the 2012 fiscal year. Combined, these funds distributed nearly $80,000 in grants to 40 nonprofit organizations, demonstrating the strength and impact a union of gifts can have in a community when fueled by the power of endowment. The Cayuga Community Fund The Cayuga Community Fund completed its second year of grantmaking by awarding $26,000 in grants to 22 programs in Cayuga County across a diverse spectrum of issue areas. In addition, two new funds — the Cayuga Health Association Fund and the Dr. Henry Romano Fund for Children — were created this year to support the health of Auburn and Cayuga County communities. Created in 2008, the Cayuga Community Fund is a geographically-specific fund that benefits residents by serving as a source of permanent charitable dollars available to local nonprofits. The Future Fund of Central New York The Future Fund is a member-driven giving circle established to involve and empower emerging philanthropists. Each year, the Future Fund’s membership votes on a specific issue area to support through its grantmaking. In April 2011, the Future Fund awarded a $5,000 grant to Syracuse Grows to support the organization’s seven-week professional workforce development program. Since its inception in 2004, the Future Fund has awarded 8 grants, totaling $40,000 to Central New York organizations. The Greater Pulaski Community Endowment Fund The Greater Pulaski Community Endowment Fund, a combination of gifts contributed by the people of the Pulaski community, awarded $14,930 in grants in fiscal year 2012. The Fund provides grants to nonprofit organizations addressing community needs in the Village of Pulaski and the Town of Richland. Since its inception in 1992, the Fund has provided more than $200,000 in grants to benefit the Pulaski community. The Women’s Fund of Central New York In spring 2012, the Women’s Fund awarded $24,000 in grants to nine nonprofit organizations. The Fund supports projects that improve the lives of women and girls, serves as a voice and advocate for women and girls, educates women about philanthropy, and engages women in creating change through collective and targeted giving. Since its inception in 1998, the Women’s Fund has provided 67 grants, totaling more than $138,720, to programs that support, empower and promote the advancement and full participation of women and girls in Central New York.
26 Funds and Donors
Patty Weisse, Executive Director of the Baltimore Woods Nature Center, participated in the John F. Marsellus Sabbatical in 2007. She talked to John Marsellus, son of the late John F. Marsellus for whom the sabbatical program is named, to explain how the experience taught her about herself and affected her leadership. ical, we were inspired to “When I completed the sabbat that uses the parks and enhance an outreach program distance of Syracuse City green spaces within walking make children comfortable schools, because we want to ir neighborhoods, engage them with those green spaces in the school day and, hopefully, go in learning science during the those frequent positive back to use those spaces. It’s e in nature that really experiences that children hav natural world.” shape their approach to the
Patty Weisse and John Marsellus are pictured at the Baltimore Woods Nature Center in Marcellus. To hear Patty’s full story, visit www.storiesofcny.org or scan here.
he Central New York Community Foundation offers the John F. Marsellus Sabbatical to executive directors and senior management staff of local nonprofit organizations to enhance their leadership capacity. Patty Weisse is one of twenty-three sabbatical recipients since the program’s inception in 2001.
In Memory/In Honor Of
Community Funding Partners
Alliance Investment Management
The Bonadio Group
Anne L. Messenger
Bousquet Holstein, PLLC
Central New York Business Journal
John “Jack” Sharkey
Colonial Consulting, LLC
Dermody, Burke & Brown, CPAs, LLC
Elizabeth Chappell Steele
Estate Planning Council of Central New York
Jean Preston Walker
Financial Planning Association of Central New York
The following people were named with gifts to the Community Fund in their honor or memory.
Frank & Peggy Wood
The following organizations donated in-kind or monetary support towards our programs.
Integrated Software Systems Mackenzie Hughes, LLP Prudential The Rulison Group, Morgan Stanley Smith Barney
Funds and Donors 27
huckie and Alex Holstein are longtime community leaders and advocates for civic engagement. The Holstein Family Fund for Civic Engagement, housed at the Community Foundation, will support civic engagement in perpetuity by funding community involvement projects, leadership development, and training of volunteers and residents. To hear Chuckie’s full story, visit www.storiesofcny.org or scan here .
28 Your story is our story.
Chuckie and Alexander Holstein sit at the Wisdom Keepers Garden, where a plaque commemorates Chuckie as one of our community’s “Wisdom Keepers.”
Chuckie Holstein has been leading civic engagement projects in Central New York for many years. She explained to her husband, Alex, how her desire to give back has been ingrained in her since childhood.
As immigrants from Russia, my parents were so grateful to live in the all United States and took advantage of lved its opportunities. As a mother, I invo my own four children in all kinds of volunteer experiences — everything from stuffing envelopes, to distributing orflyers and delivering meals. It was imp t tant to me that our children see wha volunteering was like because only by doing it themselves would they be able to pass that on to their own children. I was involved in founding the g Onondaga County Department of Agin for and Youth, the Syracuse Commission , Women, Leadership Greater Syracuse lead and FOCUS Greater Syracuse. I still
FOCUS, which works to involve citizens of in policy-making for the betterment er pow the e hav ens our community. Citiz the in lting resu , to make things happen growth and sustainability of Central New York. My parents taught me that the place we live in is not ours. It’s given to us on re loan by the generations that came befo this e mak to y bilit us, and it is our responsi to place even better for the generations to y bilit onsi resp a follow. We each have ir make this world a better place, and repa to d nee We it. in the world while we’re make sure that it’s going to be here for generations to come.
The following donors have established planned gifts that will benefit the community after their deaths. CHARITABLE GIFT ANNUITIES Anonymous Marc B. Fried Elspeth J.C. Kerr John H. & Polly B. Koerner Jon L. & Joyce P. Regier
The Legacy Society Donors who understand the importance of a permanent community endowment have trusted the Community Foundation to carefully manage and distribute their charitable fund for generations. Too often in the past, generous gifts entrusted to the Central New York Community Foundation have gone unrecognized because they came at the end of a donorâ€™s life. The Legacy Society provides a way to recognize and honor those individuals who plan to benefit the Community Foundation through their wills, qualified retirement plans, life insurance policies, trusts or pooled life income fund gifts. We thank them and appreciate their generosity and thoughtfulness.
CHARITABLE REMAINDER TRUSTS
Lester C. Allen
James E. Mackin, Esq.
Eugene G. Armani
Jim & Ruth Marshall
Hon. Neal P. McCurn
Ronald & Carole Beckman
Anne L. Messenger
William V. Brennan
Pauline M. Monz
Minna R. Buck
Stephen W. Moyer
Jack B. Capron
Mr. & Mrs. John J. Murphy III
William R. Clark
Marilyn F. Crosby
Theodore H. & Mary-Pat Northrup
Minna R. Buck
Virginia M. Debenedictis
Margaret G. Ogden
James R. Donley
Bob & Joan Derrenbacker
Eileen B. Phillips
Paul M. Engle
James R. Donley
Richard B. & Neva S. Pilgrim
Lee M. Gatta
Peter J. Emerson
Barbara W. Genton
Paul M. Engle
Mr. & Mrs. William W. Porter
John J. Murphy III
Jon L. & Joyce P. Regier
Dorris A. Fox
Roger & Margaret Reid
Marc B. Fried
Florence G. Gaedeke
Mrs. Benjamin R. Schenck
Lee M. Gatta & Joe Reddick
Barbara W. Genton
Daniel P. Schwartz
Viola M. Hall
Bonnie & Richard Scolaro
Mr. & Mrs. Burnett D. Haylor
Karen R. Seymour
William & Sandra Hemmerlein
Alexander & Charlotte Holstein
Mr. & Mrs. Robert L. Hood
Paul M. Solomon
Dr. Peter & Mary Huntington
Betsy-Ann N. Stone
Robert & Roberta Hurd
Charles & Cynthia G. Tracy
Dorothy R. Irish
John S. Tuttle
Elaine & Steven L. Jacobs
Franklin & Diane Wheelock
Elspeth J.C. Kerr
Mr. & Mrs. A. Gordon Wheler
Gail M. Kinsella
Mr. & Mrs. J. Warren Young
Ronald R. Beckman William R. Clark, Jr. Peter J. Emerson Bertha L. Hurd William Porter & Lucinda Porter
POOLED LIFE INCOME Virginia M. Debenedictis Dorris A. Fox Pauline M. Monz Sally S. Schenck Lillian Slutzker
John H. & Polly B. Koerner
If you would like to join this tradition of extraordinary generosity, please let us know so you can be recognized. We would be pleased to provide you with information necessary to make an informed giving decision.
Funds and Donors 29
Community Foundation staff members gathered in the Onondaga Historical Associationâ€™s new gift shop. OHA, like the Community Foundation, houses a multitude of stories about Central New York and its people. (Left to Right) Back Row: Danielle Gill, John Eberle, Monica Merante, Dottie DeSimone, Katrina Crocker, Liz Cavallaro, David Kilpatrick, Kathie Deaver, Jenn Owens, Frank Ridzi; Front Row: Mary Meyer, Nicole Robinson, Peter Dunn, Stephanie Parzych, Olive Sephuma
Peter A. Dunn President & CEO
Development & Marketing
Jennifer L. Owens
Vice President, Development & Marketing
Donors Relations Officer
Katrina M. Crocker
Stephanie J. Parzych
Development & Operations Coordinator
Finance & Operations
Grants & Community Initiatives
Mary C. Meyer, Esq.
John G. Eberle
Elizabeth M. Cavallaro
Frank M. Ridzi
Senior Vice President, Finance & Operations Controller
Dorotha F. DeSimone Accountant
Kathleen A. Deaver Grants Coordinator
Nicole G. Robinson
Vice President, Grants & Community Initiatives Director, Research & Community Initiatives
N. Olive Sephuma
Director, Community Grantmaking
Danielle M. Gill
Program Officer, Community Grantmaking & Affiliate Funds
David A. Kilpatrick Grants Manager
Board of Directors Top Row:
Warren W. Bader, Esq., Of Counsel, Costello, Cooney & Fearon, PLLC
Joseph B. Lee, Director & General Manager, WAER FM, Syracuse University
William C. Brod, Owner & Publisher, Syracuse New Times Craig Buckhout, CFA,* Principal, Rockbridge Investment Management, LLC
Second Row: Evelyn Carter,* Division Consumer Affairs Manager, Wegmans Food Markets Calvin L. Corriders,** Vice President/Sales Manager, Pathfinder Bank Kenneth J. Entenmann,** Senior Vice President and Director, Alliance Investment Management Linda Dickerson Hartsock, Director, Community Engagement & Economic Development, Syracuse University
Third Row: Richard D. Hole, Esq., Partner, Bond, Schoeneck & King, PLLC Madelyn H. Hornstein, CPA, Chief Executive Officer, Dermody, Burke & Brown, CPAs, LLC Steven Jacobs,* President, Bishops Brook, Inc. Ellen Percy Kraly, Ph.D., Director, Upstate Institute, Colgate University
Melanie W. Littlejohn, Regional Executive - Central Region, National Grid Energy Solution Services David J. Moynihan, CPA, Partner, Testone, Marshall & Discenza, CPAs Brian Pollard, D.D.S., President, Smile Design, D.D.S., P.C.
Fifth Row: Rita L. Reicher, Ph.D., President, KS&R, Inc. Maria P. Russell,** Professor & Chair, Public Relations Department, S.I. Newhouse School of Public Communications, Syracuse University Judith M. Sayles, Esq., Partner, Hiscock & Barclay, LLP Robert D. Scolaro, Esq.,* The Wladis Law Firm
Sixth Row: Corinne R. Smith, Ph.D., Professor & Chair, Teaching & Leadership Programs, Syracuse University School of Education Stephanie R. Threatte Michael Wamp, Managing Partner, LakeWater Capital Management, LLC Gay M. Pomeroy, Esq., Legal Counsel, Mackenzie Hughes, LLP
*Term commenced April 1, 2012 ** Board service completed March 31, 2012
Former Board Members Janet (Penny) Allyn Maritza Alvarado, MD Chester D. Amond Edward J. Audi David H. Barclay DeeDee S. Barclay Sanford A. Belden, PhD Vicki R. Brackens Sharon A. Brangman, MD Gerald Burke Douglas P. Cagwin Russell Carlson David J. Connor Michael J. Connor Mary (Mitzi) O. Cooper Richard S. Corriero, CPA Gail Cowley Susan J. Crockett, PhD Raymond W. Cross, PhD
Eloise Dowdell Curry Mary S. Darcy Christine Woodcock Dettor, Esq. Reverend Ronald Dewberry Harold Edwards, Jr. Michael J. Falcone Noreen R. Falcone Maceo N. Felton Michael R. Figler Marion Hancock Fish, Esq. Lee H. Flanagan Ray T. Forbes, M.D. John M. Frantz, Jr. Gary R. Germain, Esq. Edward S. Green, Esq. Joan F. Green H. Baird Hansen Elizabeth A. Hartnett, Esq. Burnett D. Haylor
Ann G. Higbee H. Follett Hodgkins, Jr. Alexander E. Holstein Charlotte (Chuckie) Holstein Gloria Hooper-Rasberry, PhD Richard D. Horowitz Robert J. Hughes, Jr. Dorothy Retan Irish Cydney M. Johnson Clarence L. Jordan James W. Jordan Robert H. Linn, CPA Eleanor Ludwig James E. Mackin, Esq. John F.X. Mannion Nancy F. Marquardt John D. Marsellus John B. McCabe, MD Thomas O. Mehen
Anne Messenger Daniel Mezzalingua John C. Mott Eric Mower Colleen Murphy, CPA Paul C. Nojaim Theodore H. Northrup Michael E. Oâ€™Connor, Esq. Sybil Ridings Oakes Richard C. Pietrafesa Marilyn Pinsky William L. Pollard, PhD David A.A. Ridings Ethel S. Robinson Elaine R. Rubenstein Jeffrey M. Rubenstein Michael E. Rulison Kathryn Howe Ruscitto
Richard A. Russell, Esq. Robert B. Salisbury Dene A. Sarason Richard S. Scolaro, Esq. Mansukh J. Shah Mary Ann Shaw Vaughn A. Skinner Virginia G. Small Paul M. Solomon Dirk E. Sonneborn, CPA Anne D. Stewart Miriam B. Swift, MD Robert Theis, Sr. Forbes S. Tuttle Mayra Urrutia Barry L. Wells James J. Wilson Ronald R. Young
Board of Directors 31
he Central New York Community Foundation takes seriously
its responsibility to serve as a permanent charitable resource in Central New York. Through prudent stewardship of our assets, we strive to maximize available grant dollars while ensuring that the charitable funds entrusted to us will continue to support our region for many years to come. The responsibility for managing the Community Foundationâ€™s investment portfolio is vested in our board of directors through its finance committee, which works closely with our investment consultant and staff to set policy, establish performance benchmarks and continually monitor the effectiveness of the portfolio.
The Community Foundation sets long-term goals for investment performance. The amount available to spend from endowed funds, including those that support our community grantmaking program, is based on a spending policy of 5% of the fund balance averaged over 20 quarters of time. Using this disciplined policy allows us to provide more consistent funding even when markets are volatile. Through the generosity of individuals who have entrusted us with their charitable legacies, as well as those who have served our endowment with their expertise, the quality of life in Central New York will be enriched for generations to come.
2012 Summary Financial Statements FOR THE YEAR ENDED MARCH 31, 2012
STATEMENT OF ACTIVITIES
Receivables & Other Investments Total Assets
$ 16, 526,389 $ 114, 166,037 $ 130, 692,426
Gifts, Grants, Bequests $ 7,618,999 Net Return on Investments 3, 512,455 Other 175,585 Total Revenues $ 11, 307,039
$ 1, 046,901 $ 8, 520,079 $ 121,125,446 $ 130, 692,426
Grants & Expenses Grants $ 6,710,850 Program Support 1,043,090 Operating Expenses 1,275,092 Total Grants & Expenses $ 9, 029,032
Liabilities & Net Assets
Grants Declared and Not Yet Paid Other Net Assets Total Liabilities & Net Assets
Change in Net Assets
Net Assets Beginning of Year Net Assets End of Year
STRATEGIC ASSET ALLOCATION Long/Short Equities 8% Absolute Return 8% Commodities 4% Real Estate, Private Equity 2%
PERFORMANCE VS BENCHMARK
US Large/Mid Cap Equity 23%
US Small Cap Equity 8%
Global Bonds 5% US High Yield Bonds 5% Treasury Inflation Protected Securities 4%
$ 2, 278,007 $ 118, 847,439 $ 121, 125,446
5.6% 5.7% 3.2% 2.9%
US Aggregate Bonds 11%
Non-US Emerging Equity 5%
Non-US Developed Equity 17%
Ten Year Fifteen Year
The Central New York Community Foundationâ€™s auditors are Bonadio & Company, LLP. The complete Consolidated Financial Statements, with accompanying footnotes, as well as Form 990, are available for inspection at the Community Foundation office and at www.cnycf.org.
32 Financial Information
TOTAL ASSETS BY FUND TYPE
TOTAL ASSETS BY YEAR $128,314,244 $116,895,472
Unrestricted Donor Advised Designated and Special Projects Field of Interest Scholarship
$ 64,276,255 $ 26,635,237 $ 14,568,647 $ 14,089,789 $ 11,122,498 $ 130,692,426
CONTRIBUTIONS BY FUND TYPE
TOTAL CONTRIBUTIONS BY YEAR $8,840,214 $8,302,642
Donor Advised Scholarship Field of Interest Designated and Special Projects Unrestricted
$ 4,084,353 $ 2,082,227 $ 971,682 $ 449,189 $ 31,548
GRANTS BY FUND TYPE
TOTAL GRANTS BY YEAR
Donor Advised Scholarship Unrestricted Field of Interest Designated and Special Projects
$ 2,878,875 $ 1,678,599 $ 1,014,721 $ 741,171 $ 397,484
The graphs on this page represent financial information as of Fiscal Years ended March 31.
Financial Information 33
Non Profit Org. U.S.Postage PAID Syracuse, NY Permit No. 1352
431 East Fayette Street Suite 100 Syracuse, NY 13202
Where the Smart Money Gives
Our mission The Central New York Community Foundation is dedicated to enhancing the quality of life in the community by: Encouraging the growth of a permanent charitable endowment to meet the communityâ€™s changing opportunities and needs. Providing donors and their diverse philanthropic interests with vehicles to make giving easy, personally satisfying and effective. Serving as a catalyst, neutral convener and facilitator, stimulating and promoting collaborations among various organizations to accomplish common objectives. Carrying out a strategic grantmaking program that is flexible, visionary and inclusive.
FSC logo/ID The pages of this Annual Report were printed using earth-friendly soy ink and produced on FSC certified, acid-free paper which contains 30% post-consumer recycled waste.
The 2012 Annual Report for the Central New York Community Foundation.