2014 Annual Report: Central New York Community Foundation

2014 Annual Report

Letter from our Board Chair

2014

The Year in Review

T

he connections we form with those who care about Central

Looking Forward

Grantmaking

Community Initiatives

New York are at the heart of the Community Foundation’s work.

We connect‌

How to Give

donors to charitable causes that align with their goals,

shared community knowledge with people and organizations that want to enact positive change,

and support nonprofit programs and initiatives that make Central New York a better place to live, work and play.

New Funds

Funds & Donors

#GivingTuesdayCNY

Staff

By engaging people and bringing together resources, we

Board of Directors

Financial Information

Our Mission

Dear Friends,

Linda Dickerson Hartsock, Chair, and Peter Dunn, President & CEO, stand on the balcony of the CNY Philanthropy Center at 431 East Fayette Street.

letter from our board chair

umans strive for connection. It’s no wonder that when we look back on 2014, the theme of connection runs through nearly every aspect of the Community Foundation’s work. Just as connections are elemental to us as humans, creating relationships is also core to the work of the Community Foundation.

Connections make for better relationships. And, ultimately, they make for better communities.

Time and again, though, we are able to affirmatively say that our ability to make meaningful connections is absolutely a predictor of the health and prosperity of communities across our region.

Our nonprofit partners also make a difference by understanding the power of connections. To see for yourself, read about Clear Path for Veterans’ work with the men and women who are returning from the front lines seeking — and receiving — assistance to integrate back into civilian life (pg. 11). Or look into the eyes of Yolanda, a 97-year-old woman who spent her remaining days making connections with the loving staff and volunteers of Matthew House in Auburn (page 22). These compelling stories prove that connection changes lives. These powerful stories are just a small fraction of the hundreds of others that could be told.

Connections like these are made possible by the past, present and future support of generous contributors to our mission. Donors — people like you — partner with us when they are looking for ways to maximize the benefit of their giving. Through this partnership they can be a part of something bigger, while not having to compromise on their very personal charitable goals and aspirations. We make connections in this way, too — by helping generous people connect with the tools they need to accomplish their charitable dreams.

The power of connection can only be realized if the effort to make them is sustained. We’ve been doing this for more than 87 years, and have every intention of growing and changing with this community for generations to come. We invite you to engage with us. Together, we can change lives and communities by connecting for good.

Linda Dickerson Hartsock Chair, Board of Directors

Confirmed in Compliance with National Standards by the Community Foundations National Standards Board

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the year in review

2014 T

he Community Foundation’s accomplishments this year demonstrate our commitment to positively impact Central New York through community connections.

Establishment of Oswego County Community Foundation (OCCF) Leave a Legacy® Oswego County collaborated with local community members and business leaders to establish OCCF, an endowment fund comprised of a collection of gifts for the benefit of Oswego County communities. The Community Foundation and the Shineman Foundation pledged a total of $200,000 in matching dollars to assist with OCCF’s initial fundraising efforts.

Say Yes to Education Scholarship Support Renewed

We renewed our support of the Say Yes scholarship promise by awarding an additional $1 million grant over the next five years to support college tuition expenses for graduating students of the Syracuse City School District.

The Say Yes Scholarship Endowment at the Community Foundation continues building to sustain future scholarship awards.

Philanthropy Center Achieves LEED® Certification

The Central New York Philanthropy Center was awarded LEED® Certification for implementing sustainable practices during renovations and incorporating features that limit water and energy use, as well as maximize indoor air quality.

Professional Advisor Council Launched

We launched a Professional Advisor Council (PAC), a network of expert Central New York professional advisors who have volunteered to work together with our staff and board to improve philanthropic knowledge and networking opportunities.

the year in review

Community Asset Growth

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We received more than $23 million in new contributions during the 2014 fiscal year. These new funds, coupled with a positive return on our investments, helped us achieve the highest total asset level in our history. Total assets increased from almost $144 million to more than $172 million as of March 31, 2014. See page 18 for descriptions of this year’s new named funds. More detailed financial information can be found on page 36.

Grants Distributed

More than $9.2 million in grants were distributed among more than 900 nonprofit organizations in the areas of Arts, Culture & Humanities, Economic Development, Education, Environment & Animals and Human Services. This is an increase of almost $1 million over the previous fiscal year. More information about the grants allocated through our community grants process can be found starting on page 5.

Completion of Second Performance Management Learning Community

Our second Performance Management Learning Community, comprised of nine new organizations and three past participants, met over the course of the year to share lessons learned while implementing programs to measure their effectiveness. Organizations stated that they are now better able to demonstrate how their activities are making a difference in the lives of the people they serve.

Donor Survey Conducted

We conducted a Donor Perception Survey through The Center for Effective Philanthropy. Our donors responded at a higher rate than is typical for this survey on a national level. The results demonstrated confidence in the Community Foundation’s donor service and stewardship efforts. To hear more about the survey results, contact Monica at MMerante@cnycf.org or 422-9538.

#GivingTuesdayCNY Brings Attention to Causes

On Giving Tuesday, a national movement created to bring exposure to charitable giving during a consumer-driven season, we collected more than 5,000 votes via social media to award a $5,000 grant to a Central New York nonprofit. Helping Hounds Dog Rescue in DeWitt won with more than 500 votes! To learn more about the competition and our winner, visit page 33.

Nonprofit Education Workshop Series Successes

We expanded our Nonprofit Essentials Workshop Series (NEWS) program by partnering with Syracuse University’s Maxwell School of Citizenship and Public Affairs to offer a new series of topics on nonprofit management. NEWS delivers half-day workshops designed to help Central New York nonprofit leaders gain additional skills and knowledge to build their nonprofits’ capacity.

looking forward F

iscal Year 2015 holds new and exciting opportunities for the Community Foundation. Here is what we have in store.

Online Grant Applications

We will introduce an online grant application system into our website.

This new system is designed to streamline the application process for grant applicants.

Marsellus Executive Development Program

The new Marsellus Executive Development Program will assist nonprofit executive directors in identifying strengths and weaknesses in leadership, creating a professional development plan, activating leadership development resources and tools, and making measurable progress with goals.

Grantee Survey

This spring, we partnered with The Center for Effective Philanthropy to survey our past grant applicants. We look forward to learning more about our nonprofit partners’ perspectives and using their feedback to better inform our future planning and decision making.

Say Yes Endowment Challenge Celebration

This fall, we will gather with many other community collaborators and Say Yes Scholars to celebrate the progress of the community campaign to raise permanent endowment funds for the Say Yes Syracuse Scholarship Endowment.

We will honor SRC, Inc. for its unprecedented $5 million challenge grant in support of the scholarship promise for Syracuse City School District students.

Imagination Library Goes City-Wide

The Literacy Coalition of Onondaga County (LCOC) will be expanding the Dolly Parton’s Imagination Library program to the entire City of Syracuse this year, thanks to new funding from public and private donors. The Community Foundation is a managing partner of LCOC and supporter of this innovative program that prepares young children before entering kindergarten. Read more about our literacy efforts on page 15.

Work Train Collaborative

looking forward

We have partnered with the United Way of CNY, CenterState CEO and other local funders to further career pathways to low-income individuals while fulfilling the staffing needs of local employers through the Work Train Collaborative (WTC). WTC is a unique partnership, comprised of leaders from the philanthropic community, city and county government, educational institutions, business organizations, community-based organizations and workforce agencies. This partnership has the potential to help hundreds of low-income individuals find and retain jobs annually while being modeled as a best practice in collaboration with the National Fund for Workforce Solutions.

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connect: for the arts

connect for good

Dancers from Syracuse City Ballet performed a production of Cinderella to full-house audiences in the Crouse-Hinds Theater.

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n one of the world’s oldest and most popular fairy tales, a young woman would retire after a long day of chores to the barren and cold room given to her, and would curl up near the fireplace in an effort to stay warm. She would often arise covered in cinders, giving rise to the nickname “Cinderella”. As the story evolves, Cinderella goes on to become a beautiful princess, overcoming the obstacles she once faced. Syracuse City Ballet had its own “Cinderella Moment” when it suffered a warehouse fire that destroyed many of its permanent sets, props and costumes in 2013.

“Seeing our priceless items ruined was devastating,” said Kathleen Rathbun, Syracuse City Ballet Artistic Director.

“These were one-of-a-kind items that talented volunteers had

hand-painted or sewed, and antiques collected over the years.

The dancers saw costumes that they had worn in numerous productions, now ruined.”

But the despair was quickly replaced by hope. An outpouring of support helped the organization rise from the ashes by securing the funds necessary to replace some of its lost items not covered by insurance. In addition, a grant from the Community Foundation helped the Ballet replace costumes and sets needed to put on its own production of Cinderella.

The Ballet packed the Crouse-Hinds Theater for three performances of Cinderella that included more than 40 local youth and professional performers. A partnership with The Corning Museum of Glass led to an awe-inspiring display

of a hand-made glass slipper that was raffled off after the production concluded.

Because of their permanent nature, the items produced with the Community Foundation grant will be repurposed for future productions. The Ballet currently puts on up to two full-length productions a year and collaborates with many other local arts organizations and venues to produce various smaller productions.

Visit cnycf.org/2014 to view bonus features from Syracuse City Ballet’s Cinderella, including additional photos and an extended story.

grantmaking

T

he following grants were made possible through the A.L. Lee Memorial, Shirley M. Aubrey, Carriage House Foundation, Charles F. Brannock, Community Literacy, Coon, J. Henry & Martha E. DeBoer, M. Harold & Frances M. Dwyer, Educational Endowment, Harold & Marion Edwards and O.M. Edwards Co., Environmental, John M. & Mary L. Gallinger, Flora Mather Hosmer, John H. & Mary P. Hughes, Leo & Natalie Jivoff, Marjorie D. Kienzle, Lewis-Trinity, George & Luella Krahl, Faith T. Knapp Memorial, John F. Marsellus, Martha, James & Eileen Miller, P-D Family, J. Daniel and Diane Pluff, Durston Sanford & Doris Sanford, Ralph Myron Sayer and Sophrona Davis Sayer Endowment, Dorothy R. Shoudy Memorial Hearing Impaired, Virginia C. Simons & Dr. C. Adele Brown, Winifred & DeVillo Sloan, Jr. Family, Spanfelner, Strategic Partnership, Syracuse Dispensary, Walter A. Thayer, and Community Funds.

Arts, Culture & Humanities

Environment & Animals

Everson Museum of Art

$44,148

Cazenovia Preservation Foundation

$43,500

Redhouse Arts Center

$25,000

CNY Regional Planning & Development Board

$15,000

Syracuse Children’s Chorus

$14,692

Syracuse Parks Conservancy

$18,200

Syracuse City Ballet

$20,000

Upgrade the HVAC system to better maintain collections and secure traveling exhibitions Convert a rehearsal space into a LAB Theater that provides a location for educational programming Start a Young Men’s Ensemble

Purchase sets and costumes for current and future productions, including Cinderella

Syracuse Stage

Purchase a digital sound console to enhance audience experience

Light Work

Add sound amplification capabilities to the outdoor video system used for the Urban Video Project

Syracuse University/601 Tully Street

Develop an art-based curriculum designed to increase the nutritional awareness and health of children

Complete enhancements to an integrated pond and wetland ecosystem in the Village of Cazenovia Introduce students to a hands-on learning experience that promotes energy-saving techniques for school and home Operate a grant program that will fund beautification improvements in Syracuse neighborhoods and parks

Education $25,000 $20,907

Baltimore Woods Nature Center

Purchase a tractor utility package to maintain the 182-acre nature preserve and its six miles of hiking trails

$13,216

LiteracyCNY $25,059 $15,000

Implement a campaign to increase awareness of its role in local adult education

Economic Development Le Moyne College, in partnership with the New York Family Business Center

Develop programming and materials that support the local family business community

$20,000

Cayuga County Chamber of Commerce

$25,000

H. Lee White Marine Museum

$10,000

Combine staffing and operations with the Cayuga Economic Development Agency to form Cayuga Strategic Solutions Merge three Oswego-based maritime history organizations to provide expanded programming to visitors

grantmaking

Strategic Partnership

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Human Services ACR Health

Provide youth leadership training through the Q Center to create a more supportive community for LGBTQ youth

Boys & Girls Clubs of Syracuse

Support Enhanced Teen Programming, which contributes to student success while reducing crime and delinquency

Cazenovia Community Preschool

Renovate the location of its newly expanded child care facility

Center for Court Innovation

Expand its Patient Navigator program to connect court-involved women with maternal and childhood health resources

Disabled American Veterans Transportation Network

Replace two vehicles used to transport veterans visiting the Syracuse Veterans Affairs Medical Center for treatment

Enable/TLS

Purchase a new server and technology to expand the agency’s ability to operate efficiently following its recent merger

Fiver Children’s Foundation

Expand year-round youth support and development programs for its Madison County participants

Good Life Foundation

Conduct coaching, financial literacy training and the development of entrepreneurial opportunities with high-risk youth

$13,473

McMahon/Ryan Child Advocacy Site

$40,700

Multicultural Association of Medical Interpreters

$14,260

Ophelia’s Place

$11,200

Salvation Army of Syracuse

$29,000

St. Camillus Health and Rehabilitation Center

$23,276

Vera House

$40,000

WHOLE ME

$12,300

Implement Darkness to Light, a community awareness program that works to help prevent child sexual abuse

$40,000

Provide a training course for court interpreters preparing for the NYS Court Interpreting Exam

$34,140 $25,000

$29,000

$20,000

$23,000

$15,000

Install a new HVAC system at its Liverpool location, where it provides eating disorder outreach, support and advocacy Train staff in trauma-informed care to help them address the abuse, violence or illness that homeless clients have faced Enhance the resident gathering space used by physical rehabilitation patients for activities, parties and family visits Install a new roof on its main shelter, which provides emergency housing to victims of domestic violence Teach hearing impaired youth the life skills needed to prepare their own food and adopt healthy eating habits

Public & Societal Benefit Cazenovia Area Community Development Association

$10,344

Greater Syracuse Tenants Network

$10,345

First Tee of Syracuse

$20,000

Jubilee Homes of Syracuse

$35,703

FOCUS Greater Syracuse

$13,550

Syracuse Jewish Family Service

$30,000

grantmaking

Install informational kiosks and trail signage along the Greater Cazenovia recreational trail system

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Purchase a passenger van to transport children from community centers and schools to golf courses for character development programming Assess the retention of aging Baby Boomers in Central New York for the benefit of community planning

Update its landlord training manual to reduce the number of housing code violations at rental properties Implement energy efficiency upgrades and renovations at its consolidated office on Syracuse’s Southside Launch CNY PEARLS, which offers a series of home visits by trained counselors to help seniors overcome depression

Health Implement an awareness-building program that emphasizes the importance of blood pressure monitoring and prevention of heart disease

Cathedral of the Immaculate Conception

Purchase equipment for Amaus Health Services to provide primary dental care to uninsured and underinsured patients

$25,000

Madison County Literacy Coalition $20,000

$22,500

Community Action Partnership for Madison County

$50,000

Expand the Mary Rose Center, a free clinic in Oneida that serves uninsured or underinsured patients

Crouse Health Foundation

Purchase a Tomosynthesis 3-D mammography machine to help increase the rate of breast cancer detection

Oneida Healthcare Foundation

Expand Fit Kids of Madison County, a nutrition and fitness training program for children and their families

St. Joseph’s Hospital Health Center Foundation

Support construction of a new and expanded Primary Health Care Center — West on the Near Westside

$150,000

Support the Campaign for Grade Level Reading and the Imagination Library.

From a portion of this funding, LCOC distributed Literacy Champion grants to organizations working to increase literacy by focusing on young children and parent engagement in reading. The following grant recipients were selected by a LCOC awards committee: Assist the Parents Engaging in Educating Kids (PEEK) program

$50,000

Child Care Solutions

Support the Bottomless Bookbag Project

$11,300

Friends of the Rosamond Gifford Zoo at Burnet Park Enhance the Animal ABCs and Tadpole Academy programs

InterFaith Works of Central New York $150,000

Support the Jump Up Story Circles program

LiteracyCNY

Conduct sessions on tips and activities for successful reading with children

$33,000

VNA Homecare

$40,000

Expand the Care Transitions Program, which helps patients make a successful transition home from the hospital

$50,000

Catholic Charities

Upstate Golisano Children’s Hospital

Assist children suffering from hearing impairment and vision loss as a result of cancer treatments

Support ongoing costs including Dolly Parton’s Imagination Library, an executive director and a part-time adult literacy program director

Literacy Coalition of Onondaga County (LCOC)

Christian Health Service of Syracuse

Add a health provider to its Eastwood clinic to increase access to primary care for Medicaid patients

Literacy

Public Broadcasting Council of CNY (WCNY) Lead an intergenerational poetry project

grantmaking

American Heart Association/Syracuse Region

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Allison Hawkins, a nurse at the Mary Rose Clinic, sees up to 30 patients a week come through the newly expanded health center, located in the Gorman Community Center in Oneida.

he Mary Rose Clinic in the City of Oneida doesn’t officially start seeing patients until 4:00 pm on Wednesdays, but often, patients start signing in as early as an hour before opening. During the short time it has been in existence, this free resource for the uninsured of Madison County has become a critical source of support for the area’s residents.

Madison County was facing a health care epidemic — a shortage of doctors and more than 7,000 uninsured individuals unable to afford routine medical care. Dr. Rathika Martyn partnered with Community Action Partnership for Madison County (CAP) and the Gorman Foundation to establish the clinic, which provides free primary care to uninsured or Medicaid patients.

After only its first few years, the clinic quickly outgrew its 700 square foot space, which was shared with an active physician practice that used the location during normal business hours.

Restricted by space and availability, the clinic offered hours one evening a week, leading to long wait times.

A Community Foundation grant helped the clinic relocate to a larger facility to serve more patients and decrease wait times. Now tripled in size and able to offer Thursday day-time hours in addition to its traditional Wednesday evenings, the clinic has become an important resource for uninsured adults seeking any sort of primary medical care.

connect: for better health

connect for good

Patients who are 16 years of age or older can take advantage of the clinic’s education and disease prevention programs, and receive physical exams and assistance with finding insurance options. Volunteer doctors dedicate their free time to offer a range of services that relieve some of the burden placed on local emergency rooms from uninsured patients who previously had no other place to go for basic medical care.

The 3,000 square foot facility is now housed in the Gorman Community Center, located in the former Northside Shopping Center in Oneida. The Center is also home to BOCES Consortium of Continuing Education, Madison County Reads Ahead, and the Madison County Literacy Coalition, offering one location for uninsured and low income families to find a variety of services.

“There’s very limited public transportation in Madison County,” said Julie Dale, Executive Director of CAP. “Now people can not only receive medical care, but can also apply for food stamps, meet with a CAP caseworker, or maybe partake in early childhood, adult learning, or mental health programs. It’s a one-stop shop for families.”

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Visit cnycf.org/2014 to view bonus features from our visit to the Mary Rose Clinic including video, additional photos and an extended story.

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n addition to the Mary Rose Clinic, the Community Foundation supported a variety of programs that expanded affordable high-quality health care services for the underserved in Central New York during the 2014 fiscal year.

St. Joseph’s Primary Health Care Center – West Now established in its newly expanded facility, St. Joseph’s Primary Health Care Center – West has started to effectively transform the quality and accessibility of health care on Syracuse’s Near Westside. The complex centralizes primary and mental health care services in addition to offering bilingual medical staff, patient education rooms and incentives for healthy lifestyle choices. By expanding both its facility and staff, the center is able to accommodate more patients from this diverse, high-poverty neighborhood.

St. Joseph’s Primary Health Care Center – West

Amaus Health Services Clinic at the Cathedral of the Immaculate Conception

Amaus Health Services, located at the Cathedral of the Immaculate Conception in downtown Syracuse, launched a new program that provides much needed dental care services to the uninsured population it serves. Staff discovered that patients without insurance often neglect their teeth for years, which prompted Amaus to introduce a service that offers basic tooth extractions, fillings and cleanings. Our grant helped the organization get this new program off the ground by purchasing necessary dental tools, equipment, and a dental chair.

Christian Health Service of Syracuse, which offers primary health care to the medically underserved in Onondaga County, received a grant to add its first full-time nurse practitioner to its staff. This addition allowed the Eastwood-based center to shorten its long waiting list and treat a higher number of individuals in need of a primary care physician. The center averages forty patient visits a week.

Amaus Health Services Clinic

Christian Health Service of Syracuse

grantmaking

Christian Health Service of Syracuse

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Small Grants. Big Impact.

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he Community Foundation 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, we awarded nearly 80 small grants, totaling more than $125,000. The following are some highlights.

American Red Cross of Central New York

Provide relief to flood victims in Madison County and the City of Oneida

$10,000

Boys & Girls Clubs of Syracuse

$850

Reestablish the Reviving Baseball Inner Cities Program

Clear Path for Veterans

Purchase a database system and office equipment

CNY Arts

$1,000

CNY Cat Coalition

$1,280

CNY Family Bicycle Giveaway

$1,500

Transport rural students to an Adventures of Rudolph production Assist with the cost of spay/neuter procedures for low-income pet owners

grantmaking

Replace tools and equipment used by volunteers to repair bicycles

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$6,595

The Chittenango headquarters of Clear Path for Veterans sits atop a prominent ridge and offers miles of breathtaking views to the North from Lake Oneida to Oswego.

Community Resources for Independent Seniors

$7,000

Faith and Hope Community Center

$5,000

Open Figure Drawing

$2,200

Orenda Springs Experiential Learning Center

$3,500

Syracuse City School District

$2,000

Town of Tully

$7,000

Implement a time-banking system to log volunteer time in exchange for other volunteer-driven services Purchase new equipment for fitness and boxing programs Purchase a portable lighting system for weekly drawing sessions Install a teepee to be used in its experiential learning program Host Building Men Dinner Seminar Series for students to discuss leadership, healthy relationships and college readiness Transform a vacant lot into a public park for events and recreation

These grants were made possible through the Small Grants and Initiatives, Shirley M. Aubrey, Community, Community Council on Careers, P-D Family, Tiny Rubenstein Animal Welfare and Ralph Myron Sayer & Sophrona Davis Sayer Endowment Funds.

connect: for veteran support

Veterans and their family members mingle while enjoying a Wednesday Canteen lunch at Clear Path for Veterans.

options, and Dogs2Vets, which matches shelter dogs with veterans to aid in developing coping mechanisms for reintegrating into the community. Clear Path also hosts a weekly Wednesday Canteen, which offers free lunch, coffee and beverages to veterans in a place where they can relax and socialize.

A Community Foundation grant helped Clear Path purchase a high-capacity color printer and database system.

Additional printing capabilities enable the organization to better educate veterans and the Central New York community about its programs with the use of handouts and promotional materials. The new database management software helps

staff organize data into a central location, making it more easily accessible.

“Our goal is to continue growing and providing more veterans with a place where they feel that they belong and are part of a family, and this grant has given us the opportunity to reach more veterans,” said co-founder, Melissa Spicer.

Visit cnycf.org/2014 to view bonus features from our visit to Clear Path for Veterans including video, additional photos and an extended story.

connect for good

stablished in 2011, Clear Path for Veterans offers a “landing pad” for returning veterans to decompress, reintegrate, and realize wellness. Clear Path’s mission is to help active military, veterans, and their families manage the transition to civilian life through wellness-enhancing programming. These services are delivered at the Clear Path Lodge, located in Chittenango, where veterans and their families are surrounded by acres of natural beauty, providing a safe and nurturing environment to augment the process of restoration and warrior transition.

Clear Path offers a wide variety of activities, including a Warrior Reset Program, which delivers empowering self-help

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connect: to improve neighborhoods

connect for good

Near Westside resident Gary Bonaparte volunteered to host and care for a neighborhood garbage can, prepared by the Westside Residents Coalition to stem littering.

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yracuse’s Near Westside neighborhood has seen many positive improvements in recent years. A resurgence of neighborhood pride inspired the Westside Residents Coalition (WRC) to launch Adopt-A-Trashcan. This unique program places public trash receptacles throughout the neighborhood to reduce the amount of litter on public streets, sidewalks and green spaces.

WRC purchased and stencil-painted trash cans with identifying marks, fitted them with ballasts to prevent movement from wind and weather, and installed them on the properties of community members who agreed to maintain them. In return, the owners agreed to set them out on weekly trash pick-up days. Ultimately, WRC hopes that participation in this program will inspire resident volunteers to be more engaged in the care of their Near Westside community.

Adopt-A-Trashcan is one of the neighborhood enhancement projects recently funded by the Syracuse Parks Conservancy’s new Neighborhood Greening Grants program. These mini-grants, awarded in amounts of up to $750, help fund the costs of volunteer-driven, environmental improvement projects conducted by neighborhood associations, schools and community groups.

The Syracuse Parks Conservancy, which works to ensure all Syracuse parks and public land are protected and enhanced for educational, recreational and wellness uses, received a Community Foundation grant to provide a pool of dollars from which Neighborhood Greening Grants are awarded.

The Conservancy plans to award Neighborhood Greening Grants for a variety of improvement projects. It sees this program as an opportunity to not only improve and beautify

neighborhoods and parks but also to build interest and volunteerism for environmental projects in the community.

“Beautification projects are evidence that an area is cared for and valued by its residents,” said George Matthews, Vice President at the Conservancy. “Taking part in the projects, and utilizing the spaces when the work is complete, brings a sense of contentment that adds to our quality of life and pride for the place we call home.”

Visit cnycf.org/2014 to view bonus features from our visit with Syracuse Parks Conservancy including video, additional photos and an extended story.

community initiatives

R

ealizing that responsive grant dollars alone cannot address our community’s complex challenges, our community initiatives focus on one common goal — to strengthen our region’s nonprofit sector to make the greatest impact on Central New York.

Preparing Nonprofit Leaders for the Future Nonprofit Essentials Workshop Series (NEWS)

When the Community Foundation established the CNY Philanthropy Center as its new home in 2010, we envisioned using the available convening space to add a higher level of support to local nonprofits through learning and convening activities.

It wasn’t long after we were settled that we launched the Nonprofit Essentials Workshop Series (NEWS), which offers the nonprofit community a variety of tools for professional and organizational development that help strengthen our region’s nonprofit sector.

A variety of pertinent topics have been covered since the launch of the series, including collaborative leadership skills, grant writing, fund development, board governance, corporate philanthropy and marketing techniques. This spring, we partnered with Syracuse University’s Maxwell School of Citizenship and Public Affairs to offer a five-part series on interpersonal skills for emerging leaders. The series focused on negotiation and communications skills, conflict management, building successful collaborations and navigating through change and crisis.

The John F. Marsellus Sabbatical

The John F. Marsellus Sabbatical program allows passionate nonprofit leaders to set aside time for reflection, learning and renewal — all of which contribute to the continued effectiveness of their leadership. Since the initiative was established in 2000, more than $194,000 in grants have been awarded to 27 nonprofit executives for personal and professional development.

Staff Advancement Initiative

The Staff Advancement Initiative awards grants for the professional development of front-line workers in nonprofit agencies by covering the costs of courses and training seminars that fall outside of their organizations’ training budgets. In fiscal year 2014, 38 participants received a total of $24,991 for professional development opportunities.

The Leadership Classroom (TLC)

TLC provides an interactive opportunity for individuals to learn advanced skills in grassroots leadership. At the end of the training period, participant groups receive a grant of $3,500 to implement projects that are planned during the training. This year, 22 individuals representing five different Syracuse-based organizations graduated from TLC.

Attendees of the Leading your Organization Through Change NEWS Workshop interact with facilitator Bruce Dayton from Syracuse University’s Maxwell School of Citizenship and Public Affairs.

community initiatives

Since its inception, more than 800 attendees representing about 250 nonprofits have participated in NEWS. Feedback from workshop attendees has been very positive, with participants reporting that they appreciate presenters’ openness to comments and questions, enjoy the friendly and relaxed atmosphere, and find presenters to be engaging, clear and helpful. Many have taken away valuable skills and techniques to implement at their own organizations.

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community initiatives (cont.)

Helping Build Effective Nonprofits Initiative to Develop Audiences and Engage Services (IDEAS) Fund

A strong arts and culture landscape can benefit the local region by improving quality of life, increasing tourism, engaging residents, strengthening workforces and serving as an economic engine to revitalize the community. In turn, a more vital Onondaga County will benefit each and every one of the arts and culture organizations through an increased tax base, healthier businesses, and population growth. Recognizing this importance, the Initiative to Develop Audiences and Engage Services (IDEAS) Collaborative was formed by the Gifford Foundation in 2011 to create an opportunity for multiple funders and arts, cultural and heritage organizations to work together towards a common goal — to strengthen the connection between the community and these organizations for more engaged audiences.

IDEAS, comprised of the Community Foundation and other area funders, supported projects that address long-term audience development. Since its inception, IDEAS awarded more than $280,000 in grants to various organizations through the IDEAS Implementation Fund, which has been managed by the Community Foundation. In addition, significant support has been provided to CNY Arts (formerly the Cultural Resources Council) to launch gotocnyarts.org, plan and organize conference scholarships and training workshops, and drive community arts marketing efforts. This fall, the Implementation Fund will transition to a mini-grant program administered by CNY Arts to support small, targeted marketing objectives and audience development.

community initiatives

IDEAS Collaborative Funders:

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Allyn Foundation Central New York Community Foundation Gifford Foundation Dorothy & Marshall M. Reisman Foundation John Ben Snow Memorial Trust Trust for Cultural Resources of the County of Onondaga

A collaboration of four small arts organizations — Syracuse Community Choir, Dance Theater of Syracuse, Paul Robeson Performing Arts Company and Syracuse Vocal Ensemble — earned an IDEAS Collaborative grant to develop a website and festival that cross-promoted each other’s programs.

Performance Management Learning Community

Recognizing that data can have a profound effect on an organization’s ability to share the story of its impact with the community, the Performance Management initiative awards grants to help nonprofits implement data management systems or projects. In addition, each recipient organization is invited to participate in a yearlong learning community to share their project implementation experiences with other participants. During the 2014 fiscal year, members of our second Performance Management Learning Community completed their projects and reported that they learned to plan more extensively, enhance or improve programs and provide data-supported evidence of successes for future funding opportunities.

Strategic Partnership Fund

The Strategic Partnership Fund awards grants to cover the expenses associated with creating new collaborations between nonprofits so that they can enhance program delivery and achieve more efficient use of limited financial and human resources.

This fiscal year, a total of $35,000 in grants was awarded to two new partnerships.

Since the program’s inception, a total of $321,355 in grants has been awarded.

Completed grant projects have secured more than $1 million in new revenues through their partnership activities. These groups also saved an estimated $6 million by sharing supportive services and creating other efficiencies that would not have been possible if they continued to operate alone.

Engaging in Civic & Community Leadership Community Indicators

CNY Vitals, our region’s collaborative community indicators project, provides information on the trends and issues facing area residents to generate discussion, inform shared planning and facilitate goal setting, while promoting and celebrating community successes. The Community Foundation collaborates with more than 80 community partners to update and display information that provides a snapshot of Central New York within various interest areas.

During the 2014 fiscal year CNYVitals.org, the online aggregate of this valuable data, was updated with more than 300 new data points. In addition, our staff led Masters of Public Administration students at Syracuse University through the process of identifying key areas of need from these data and writing policy recommendations that might be proposed to address them. We then worked with a second group of MPA students to develop community collaboration plans around these policy areas. To continue this forward momentum, Indicator Teams will soon begin piloting Results Scorecard software that will allow the groups to set measurable goals for community improvement.

The Indicator Teams hope that making this information available to the general public will inspire collaborative discussion and action to address the community’s most pressing needs while also focusing funding and programming on projects and initiatives that will have the greatest positive impact on the region. You can view the data at www.cnyvitals.org.

Literacy Coalitions

Say Yes to Education

This year, the Community Foundation renewed its support for Say Yes to Education Syracuse in the form of a second $1 million grant over the next five years to support its scholarship promise while the Say Yes Scholarship Endowment Fund is built to sustain future scholarship efforts. Say Yes is a historically unprecedented collaboration among diverse groups of Syracuse-area corporate, nonprofit and philanthropic organizations to ensure that all Syracuse City School District students have the necessary support to graduate ready for higher education and that no financial barriers prevent them from attending college.

community initiatives

The Community Foundation continues to provide management and research support to the literacy coalitions of Onondaga and Madison counties. Syracuse was recognized as a 2013 Community Pacesetter by the Campaign for Grade-Level Reading, an honor that reflects the energy, mobilization and creativity that the local community, led by the Literacy Coalition of Onondaga County (LCOC), has brought to this important work. To date the LCOC, which operates the Dolly Parton’s Imagination Library program, has distributed more than 50,000 age appropriate books to more than 3,000 children. Next year, the program will be expanded to the entire City of Syracuse. In addition, LCOC partnered with the Onondaga Citizens League and Syracuse 20/20 to release the study entitled, Early Childhood and School Readiness, which emphasized an important predictor of school success and high school graduation — grade-level reading by the end of the third grade. The Literacy Coalition of Madison County was able to expand its Imagination Library program to residents of the entire county. Imagination Library provides one free, age-appropriate book per month from birth through age five to children in participating communities.

15

connect: for future generations

connect for good

Marshall Nelson and Melanie Littlejohn, Regional Executive, stand outside the National Grid headquarters in downtown Syracuse.

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arshall Nelson was an early crusader for local civil rights — his bold and persistent efforts having benefited an untold number of women and minorities by helping them to gain access to corporate America. At an early age, he distinguished himself as a leader by receiving five academic and athletic scholarships coming out of Syracuse’s St. John the Evangelist High School in 1953 (this was at a time when the total number of minority students graduating from Syracuse high schools barely reached 15).

Marshall spent his career working in the human resources field, including more than 30 years at Niagara Mohawk, now National Grid. While there, Marshall made it his mission to see that women and minorities were well-represented among Niagara Mohawk’s employees and vendors.

“Marshall was a champion and a catalyst for the diversification of our employee population,” said Melanie Littlejohn, Central New York Regional Executive at National Grid and

former Board Chair of the Community Foundation. “Outside of the company, he is a huge community champion. He represents the good in all of us.”

It was Marshall’s unwavering commitment to equal opportunity and the importance of educating and mentoring the community’s minority youth that prompted the National Grid Minority Employee Advisory Council to establish The Marshall A. Nelson Urban Scholarship Fund at the Community Foundation in 1998.

“Knowing that education could be the key to unlocking many doors, the Council wanted to ensure that we gave students an opportunity to unlock those doors, or if there was a hindrance that somehow the scholarship could help remove those barriers,” said Melanie.

Since it was established, the fund has awarded more than $25,000 in scholarship assistance to meet the needs of Syracuse’s urban minority youth. This year, the fund partnered with the

Syracuse Say Yes STEM Endowment Fund to supplement the tuition costs of Syracuse City School District students that go on to achieve post-secondary education in the fields of science, technology, engineering or math.

Marshall is excited to see the growing influence that will result from the fund’s new partnership with Say Yes. “Education is the one thing that will give our minority young people the opportunity to compete in this world,” said Marshall. “When you look back at some of the people here in Syracuse, and in the country, who have done well, they attribute a good education as one of the main contributors to that success.”

Visit cnycf.org/2014 to view bonus features from our time with Marshall Nelson and Melanie Littlejohn including video, additional photos and an extended story.

Giving can be made easier. You can be remembered for your generosity.

We can help.

For more than 87 years, thousands of individuals have provided for the future of Central New York by donating to the Community Foundation. We have a proven track record of successful financial management, collaborative community leadership and knowledge of the art and science of 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. We invite you to join us in making a difference in the future of our community.

Creating a Charitable Legacy You care about the future of your community. We can plan with you to continue your charitable work in perpetuity. You can be remembered in this community the way that you want to be.

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

We start by meeting with you to find out about your life and what matters most to you. Ultimately, we create a letter of instruction that will provide guidance on the future charitable use of your bequest donation. Your instructions can be modified over time as your interests change without revisiting your estate planning documents.

Options for legacy gifts include a direct bequest through your will, individual retirement accounts (IRAs), life insurance policies, or any other personal asset.

No matter what your financial means or how much you plan to leave to charity, the Community Foundation can be the home of your legacy.

Getting More from Your Personal Giving You support many charities each year, but checkbook contributions are difficult to keep track of and might not be the most tax-efficient giving. We can be your partner, making your giving easier and more rewarding.

It may be time to consider the benefits of opening a donor-advised fund to manage your personal giving. You can donate a variety of assets to your fund, including appreciated securities, stock in closely held businesses, or real estate.

Your tax deduction is taken in the year you make the gift to your account and you no longer have to worry about collecting receipts from the many charities who will receive grants from your fund.

Donor-advised funds also offer features such as optional anonymity in your giving, the opportunity to invest your charitable funds for tax-free growth, and access to our professional staff who can provide advice and research on issues or charities of interest to you. This type of fund can also be much easier to administer than an existing private foundation that you might have set up to facilitate your giving. We can also help you transition your existing private foundation to a donor-advised fund.

Interested in exploring options for your personal giving?

Call us at 315-422-9538 or visit cnycf.org/give.

how to give

Do you want to get more out of your personal charitable giving?

Let us be your partner.

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Community Funds Daniel & Jeanne Schwartz Fund Dan and Jeanne Schwartz were mainstays in the Village of Elbridge, where they lived for more than 60 years. Dan served as administrative assistant for business at Jordan-Elbridge Central School District, where Jeanne also served as the District’s first art teacher. The couple was very involved in their community, having co-authored two books about the Village — A Stroll Along Main Street and A Stroll Through Time. Jeanne served as Elbridge’s local historian. In addition, both were very civically minded, volunteering their time for a number of local organizations that contributed to the region’s culture and vibrancy. After their passing, the remainder of a trust established this fund, which will serve as a reminder to future generations that they cared deeply about the community and its people.

Field-of-Interest Funds Harry and Helen Barnes Jewell Fund Mary Jewell Mathews created this fund in honor of her parents to support the welfare of children and the protection of animals. This fund has a special emphasis on preventing child abuse; supporting children who have been victims of physical, emotional or sexual abuse; or projects that prevent animal abuse or handle the care and treatment of its victims.

W

new funds

e gratefully acknowledge the generous community-minded individuals, families and organizations that established new funds at the Community Foundation this year. These funds will benefit the community now and for generations to come.

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Oswego County Community Foundation The Oswego County Community Foundation is a philanthropic initiative to attract and retain permanent charitable dollars for the benefit of Oswego County. This charitable endowment will serve as a collection of gifts from many donors who are committed to preserving and enhancing the quality of life in this region. It will award grants to nonprofit organizations that serve the residents of Oswego County.

The SETH Project Foundation Fund The SETH Project (Supporting Everyone That’s Hurting) was formed by David and Laurie Ann Marrano-Johnson following the death of their son Seth. Seth was 28 years old and suffered with severe mental illness as he struggled with his own life history of abuse and drug addiction. From this very personal and family experience, David and Laurie established The SETH Project to assist other children and families who are also hurting by providing assistance to professionals, caregivers and clients.

Designated Funds Dr. William R. Clark, Jr. Fund Dr. William Clark became a well-respected Syracuse-based surgeon and health care professional after completing his Yale University and Boston University School of Medicine studies in the 1970s. While serving as a U.S. Army flight surgeon, Dr. Clark cared for American troops in Korea while also establishing an orphanage for area children in need. After he completed his service, he served as Professor of Surgery in clinical practice at SUNY Upstate Medical University for 20 years. He founded and directed the Clark Burn Center at University Hospital and worked tirelessly to promote burn prevention and education in the community. When Dr. Clark passed away, his charitable remainder trust established this fund to perpetually support three of his favorite organizations — Syracuse Stage, Frederic Remington Art Museum and Sonnenberg Gardens.

Central Square Redman Athletic Boosters Fund After deciding to wind down its operations, the trustees of the Central Square Redman Athletic Boosters established this fund with the remainder of its assets to carry forth its mission. The fund will be used to assist Central Square School District students in participating in and enjoying interscholastic athletic programs. Financial support will be given to low-income students with great potential who would benefit from attending athletic enrichment programs such as instructional sports camps.

Tracy L. Haylor Memorial Fund While growing up in Central New York, Tracy Haylor loved swimming, playing outdoors and enjoying the summers. During her younger years, she spent many hours playing with fabric to create outfits for her dolls. She always loved textiles. Over the years, she honed her artistic skills in drawing and painting and won awards for her work throughout high school. In college, she discovered weaving, spinning and fibers and started working with the medium she fell in love with as a young girl.

After college, she worked with children to share her love of fibers with them.

Tracy passed away in 2006 but her love of fibers and handmade fine crafts will live on through this generous gift. This fund will honor artistic excellence and high levels of craftsmanship among young artists, with a particular preference for students participating in the Scholastic Arts competition in the areas of fine crafts such as textiles, ceramics, woodworking, jewelry and mixed media.

Matthew House – Emerson Fund The Fred L. Emerson Foundation established this fund to perpetually support Matthew House, an Auburn-based nondenominational home that serves people in Cayuga County and surrounding areas who are terminally ill and can no longer remain in their homes. It provides a caring, homelike setting for those in their final days of life, while offering support and comfort to their loved ones.

Nonprofit Agency Funds Parks & Recreation Council of Skaneateles Endowment Fund The Parks & Recreation Council of Skaneateles established this fund to support its long-term goals to implement improvements to public parks in the Skaneateles community.

new funds

Syracuse Beautification Fund The Syracuse Beautification Fund was established through the Connective Corridor, a collaboration between Syracuse University, the City of Syracuse and Onondaga County focused on urban revitalization and civic entrepreneurship. This fund will help maintain and enhance public parks and public spaces in the Connective Corridor district.

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Scholarship Funds

Special Project Funds

Jeff Iannuzzo Memorial Karate Scholarship Fund Brothers Rick and Jeff Iannuzzo dedicated their lives to martial arts. After Rick opened the Iannuzzo Black Belt Academy, his brother joined him to help build the school’s reputation as a premier karate institute in Central New York. In 2007, while traveling through Pennsylvania for his job, Jeff was killed in a tragic automobile accident at age 39. The memorial fund that bears his name will provide scholarships for students of Iannuzzo Black Belt Academy. Funding will support tuition and expenses associated with their attendance at an accredited college or university, with a preference for those who are involved in community service and who demonstrate the values and principles set forth by the Academy.

Human Services Leadership Council Fund This fund was established to support the operations of the Human Leadership Council of Central New York, an association of agency directors that represent more than seventy human service organizations with varying missions, united in concern for the general well-being of people in Central New York. Its membership aims to build the capacity of these agencies to better respond to ever-changing needs of individuals and families.

Joan B. Nowicki Music Scholarship Fund To honor her lifelong engagement with the Westhill School District, first as a student and then as a music teacher for 32 years, Joan Nowicki established this fund to support students who have shown exceptional talent and commitment in music. This fund will award an annual scholarship in support of college tuition and expenses to a Westhill High School senior who plans to major or minor in music or a music-related field.

new funds

KeyBank Say Yes STEM Scholarship Fund The KeyBank Foundation established this fund to provide scholarship awards to Say Yes to Education graduating students of the Syracuse City School District.

KeyBank STEM Scholars will receive tuition and expenses support associated with their attendance at a SUNY or CUNY college or university to study majors in science, technology, engineering or math (STEM).

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Southern Cayuga Scholarship Fund The Southern Cayuga Scholarship Foundation in Aurora was founded on the belief that all of the school district’s graduates deserve the opportunity to continue their education and that costs should not limit the pursuit of their dreams. The foundation’s goal is to solicit donations from the community in order to make as many financial awards as possible to support worthy district students who wish to pursue further education or training. The Southern Cayuga Scholarship Foundation considers applications from Southern Cayuga seniors as well as past district award recipients seeking financial support to continue their undergraduate college studies. In addition, applications from non-traditional students, such as adult district graduates returning to school or entering specialized training programs are also welcome.

Carrie Lazarus Fund for Extraordinary Talent Carrie Lazarus, news anchor for Channel 9 WSYR, established this fund to support performing arts students in Central New York. The fund helps musicians, singers and dancers with financial need reach their fullest potential by funding the expenses of lessons, instruments and other special opportunities.

Donor-Advised Funds Stephanie Baron Memorial Fund Stephanie (Pookie) Baron was a graduate of Westhill High School and a rising sophomore at St. Lawrence University. Her high-spirited personality made her the kind of young woman that anyone would be proud to call daughter, sister and friend.

Before she passed away, she had forged an 18-year path of laughter, compassion and generosity which continued even in death as an organ donor. Stephanie’s family will be using this fund to support organizations that honor her memory.

Ben & Cate Clark Fund Ben and Cate Clark reside in New York’s Capital Region, having moved there from Boston in 2010 so they could raise their children in Upstate New York.

This fund was established to assist the Clarks in contributing to Upstate New York organizations and causes they support.

Gail M. Kinsella Fund A dear friend of Gail Kinsella, who knew how fervently she believed in the importance of strengthening and supporting the community, established this fund in her honor as a birthday gift. Gail embraced this fund and now enjoys sharing the experience with her son. Gail and her son plan to make grants towards organizations that emphasize collaboration and innovation, particularly with respect to safety net services.

Gail’s fondest wish for the fund would be to see it encourage others who are also interested in community philanthropy to give back.

Kimberly A. & Patrick R. Murphy Fund Patrick and Kimberly Murphy opened this fund to ensure that they would be able to support their community and the causes that are important to them now and in the future. Their areas of interest for grantmaking will focus on education, public health and social services for those in need. The Murphys are grateful to be part of the third generation in their family to establish a fund at the Community Foundation and hope to be able to carry on the tradition of giving back to the Syracuse community.

Rhapsody in Green Fund Andrew Carnegie famously advised, “…to consider all surplus revenues… simply as trust funds, which he has strictly bound as a matter of duty to administer in the manner which, in his judgment, is best calculated to produce the most beneficial results for the community.” SUNY Upstate Medical University faculty members Harold L. Husovsky and Susan E. Stred established this fund to streamline the pursuit of Mr. Carnegie’s wisdom. The fund will champion local music organizations and scholarship programs, in addition to the Rosamond Gifford Zoo, as well as national and international charities that Sue and Hal support.

Dan, Kathy & Elizabeth Ruscitto Family Fund With a strong affinity to this community, the Ruscitto family decided they wanted to share back some of their good fortune. The Ruscittos established this fund to support causes that focus on the basic needs of children — including food and shelter — disaster relief, health care and animal rescue. The Ruscittos enjoy coming together to contribute ideas and make decisions on distributing grants to causes important to them.

Schiro Family Fund The Schiros established this fund to support the needs of less fortunate individuals and families in the Syracuse community. Matt serves on the board of directors of Elmcrest Children’s Center and the Ronald McDonald House and Sue was a practicing speech therapist within three school districts. These experiences opened their eyes to how necessary support for these types of organizations is for giving a hand up to families. The Schiros feel grateful for what they have and hope to involve their children through the process as their fund grows.

Patrick Wiese Foundation Even though he was a standout high school athlete in three sports, it was no surprise to those that knew him when Patrick Wiese made the commitment to pursue his first love: Baseball.

He accepted an offer from Le Moyne College and began his life as a Dolphin. Wiese played each and every game with gusto, skill and joy. Then, after sleepless nights with excruciating knee pain, he sought an MRI. The results came out of left field. Wiese was diagnosed with osteosarcoma, a rare bone cancer. He is attacking physical therapy and chemotherapy as he would a pitcher with a great fastball. Patrick and his teammates established this fund to support cancer research, physical support for cancer patients as well as academic needs of patients who received their diagnosis while still pursuing an education.

Donors established the following additional donor-advised funds to increase their charitable impact and simplify giving: Anonymous (2) Hornstein Family Fund Bella Via Fund LMC Fund James Clark & Yasmine Iliya Fund Harry & Mary Morton Fund Cregg Family Giving Fund Peckham Family Fund DeBenedictis Fund Saint Matthias Society Fund DMC Memorial Fund TW Fund

new funds

Corey A. Hill Memorial Foundation At age 33, Corey Hill passed away while he was helping a friend in need. He was a life resident of the Syracuse area, attending Syracuse public schools and graduating from Nottingham High School in 1999, where he played on the baseball team.

He was a longtime employee at Sam’s Club on Erie Blvd., where he received an Iron Man Award in appreciation for his service.

Corey was an avid sports fan, especially baseball and the New York Yankees. Corey also enjoyed spending his Fourth of Julys in Clayton, NY and being with his family and friends. Those same friends and family members established this fund to support a variety of endeavors in his memory for years to come.

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connect: for compassionate care

connect for good

Left: Matthew House staff and volunteers gather in the residential care facility’s garden. Above: Recently passed Matthew House resident Yolanda Scialdone, age 97, enjoyed reading in her private living area within the residential care facility.

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atthew House may look like any other home when you drive down its busy residential street in Auburn.

But as soon as you step in, you realize this is a truly special place.

The house serves as a two-bed residential home that provides comfort and support for people with terminal illness. Hospice of the Finger Lakes provides its residents with medical management while volunteers and staff provide skilled, compassionate care and companionship, all working together to help each resident reach the end of their life with dignity and comfort.

What makes Matthew House so distinctive and welcoming are the special touches that staff and volunteers put forth to make each resident as comfortable as possible. Freshly baked cookies are in the kitchen and guests can watch birds and squirrels visit the birdfeeders outside their windows. Hospitalgrade beds are masked with wooden headboards and quilts

that promote relaxation. And touches of home are sprinkled throughout the living quarters, including framed photos of family members and cherished memories.

“I thank heaven for Matthew House; it’s wonderful,” said 97-year old resident Yolanda Scialdone. “The staff are friends from the beginning, and my family members can visit me whenever they want to. It’s been great, like being home.”

Matthew House relies heavily on the generosity of its donors. Deciding that it was time to create an endowment fund that was carefully managed to achieve prudent investment growth and donor stewardship, the board established the Matthew House Endowment Fund in collaboration with the Cayuga Community Fund at the Community Foundation.

Matthew House supporters can have confidence knowing that over time, a steady stream of proceeds from

the fund will help the organization steer a smooth and viable fiscal course. In addition, Community Foundation staff can assist friends of Matthew House who wish to support its endowment using planned gifts or bequests.

“We deeply appreciate those who support our endowment, and are gratified to be able to offer our friends a reliable, professional organization to accept and manage this level of support,” said Pam Freeman, Vice President of Matthew House’s board of directors. “Now our dedicated staff are reassured in knowing that we will be financially sustainable to provide care to the terminally ill over the long-term.”

Visit cnycf.org/2014 to view bonus features from our visit to Matthew House including additional photos and an extended story.

T

he following pages list the more than 600 funds established at the Community Foundation during its 87-year history. 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. You may visit cnycf.org/funds to read full descriptions of many of these funds.

The Community Foundation depends on these broadly responsive community focused funds to proactively address the changing needs of the community and support innovative responses. These legacies provide flexible support to meet the challenges of tomorrow.

Carlton R. Estey Fund

1996

P-D Family Fund

1979

Alice M. Gaylord Trusts

1999

Theodore & Marjorie B. Pierson Fund

1999

Minnie O. Goodman Estate Fund

1979

Robert & Anne Pietrafesa Fund

2013

Frances E. & John S. Hancock Fund

1968

Robert A. & Winifred S. Pond Family Fund 1993

Carroll A. Hennessy Fund

1998

Brian Cole Retan Memorial Fund

Frances Singer Hennessy Fund

1993

James A. & McDowell Smith Reynolds Fund 1981

Charlotte and Donald Ball Fund

2000

Anthony A. & Susan E. Henninger Memorial Fund

1980

The Benji Fund

1984

Hills Family Fund

1991

Besse Family Fund

1999

I.A. Hotze Fund

1989

Charles F. Brannock Fund

1995

Iaconis, Iaconis & Baum Fund

1998

Shirley M. Brennan Fund

1996

Martha A. & Eugene F. Keppler Fund

2013

William L. Broad Fund

2001

Marjorie D. Kienzle Fund

2004

Elizabeth Salisbury Brooks Fund

1991

George & Luella Krahl Fund

2007

Kenneth P. & Charlotte C. Buckley Fund

1993

Alicia A. & George W. Lee Fund

1983

Cabasino Fund

2004

L.C. Maier Community Fund

1960

Philip R. & Elizabeth E. Chase Fund

1959

Gay D. Marsellus Fund

1999

Clarke Family Fund

1999

John F. Marsellus Fund

1979

Solly & Belle Cohen Fund

1999

Helen Hancock McClintock Fund

1993

Community Fund

1927

James & Aileen Miller Fund

2010

Mary Frances Costello Fund

1998

Donald C. & Marion F. Newton Fund

1987

Alfred & Grace Dibella Fund

1994

Peggy Ogden Community Fund

Margaret J. Early Fund

2008

Dorothy M. Olds Fund

2001

Lawrence E. Root Fund

2013

Robert M. & Dorothy M. Salisbury Fund

1971

Helene C. Schroeder Fund

2008

Daniel & Jeanne Schwartz Fund

2014

Frederick B. & Laura B. Scott Fund

1969

Winifred & DeVillo Sloan, Jr. Family Fund 2012

Designated Funds

Designated Funds are established by donors to support one or more of their favorite nonprofit organizations. Many organizations receive crucial annual support from these funds.

Anonymous #26 Fund

2004

Susan Atseff Fund

1999

Elaine Baygan Fund

2013

Dr. Gerald S. Bers Memorial Fund

2005

Boys & Girls Clubs of Syracuse Endowment Fund

1996

George J. & Kathryn H. Buchholtz Fund

1998

Lee & Alice Smith Fund

2003

Jane Burkhead & Robert S. Sarason Designated Fund

2012

Frances M. Thompson Fund

2001

BWG’s Rainbow Fund

2011

Olga Dietz Turner Fund

1982

Dorothy Calingaert Fund

2008

Carolyn V. West Fund

2013

The Witherill Fund

1979

Central Square Redman Athletic Boosters Fund

2014

Dorothy C. Witherill Fund

1989

Dr. William R. Clark, Jr. Fund

2014

Forrest H. Witmeyer Fund

2002

Contact/Syracuse Endowment Fund

1996

Arthur W. & Mabel P. Wrieden Memorial Fund

Edwin F. & Delores P. Davis Fund

2008

1974

Frances P. DiBella Fund

1996

2008

Mary Louise Dunn Fund

1996

2001

Margaret J. Early Designated Fund

2008

Paul M. Engle Fund #2

2008

funds and donors

Community Funds

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Designated Funds (cont.)

Everson Museum Endowment Fund Falcone Family Community Endowment Fund

1993

Alfred W. Richberg Fund for Liverpool Public Library

2013

2006

Robert & Dorothy Riester Fund for Stone Quarry Hill Art Park Preservation

2003

Lettie H. Rohrig Fund

1998

John A. Santelli Fund

2008

SARA Endowment Fund

2011

Curtis & Toni Feldmann Skaneateles Historical Society Fund

2007

Margaret & Roland Fragnoli Designated Fund

2008

Friends of Pro-Fac Fund

2010

Tracy L. Haylor Memorial Fund

2014

1996

Community Council On Careers Fund

1993

Community Literacy Fund

2009

Coon Fund

2007 1979

Oswego County Community Foundation 2014 Henry A. Panasci, Jr. Fund for Lewy Body Research

2005

Parks & Recreation Council of Skaneateles Fund

2012

J. Daniel and Diane Pluff Fund

2010

Durston Sanford & Doris Sanford Fund

2007

Harold & Marian Edwards and O.M. Edwards Co. Fund

1962

Ralph Myron Sayer and Sophrona Davis Sayer Endowment Fund

2008

Environmental Fund

2002

The SETH Project Foundation Fund

2014

The Fenstermacher Fund

2001

Future Fund of Central New York

2004

Dorothy R. Shoudy Memorial Hearing Impaired Fund

2008

John M. & Mary L. Gallinger Fund

2010

Virginia C. Simons & Dr. C. Adele Brown Fund

1998

GLBT Community Fund

2006

Spanfelner Fund

1999

Field-of-Interest fundholders have chosen one or more focal points for their giving, often based on their personal interests.

Funding is given to the donor’s favorite region or cause, while remaining flexible to meet changing community needs in the focus areas over time.

Joseph C. Georg Fund

1987

Greater Pulaski Community Endowment Fund

Allen Speiser Memorial Vocational Rehabilitation Fund

2001

1991

Staff Advancement Endowment Fund

2000

Hearts In The Right Place Fund

2011

Syracuse Beautification Fund

2014

Syracuse Dispensary Fund

1966

Flora Mather Hosmer Fund

1981

A.L. Lee Memorial Hospital Health Fund

2012

Syracuse SIDS Prevention Fund

2007

John H. & Mary P. Hughes Fund

1972

Shirley M. Aubrey Fund

2007

Walter A. Thayer Fund

1992

Jelly Bean Angel Fund for Innovation

2011

Women’s Fund of Central New York

1999

Harry & Helen Barnes Jewell Fund

2014

Russell A. & Joan S. King Fund #2

2008

Russell A. & Joan S. King Fund #3

2010

Gail J. Weinstein Memorial Fund

2008

Steven M. Krause Memorial Fund

2012

Whitmore Christian Fund

2004

Witherill Fund for Cazenovia College

1998

Witherill Fund for Le Moyne College

1998

Witherill Fund for Syracuse University

1998

1968

Christine S. Nazzaro Memorial Fund 1998

2000

2008

N. James Polney Fund for Onondaga Community College

Cazenovia School District Student Incentive Fund

Education Endowment Fund

Louise B. Tuttle Local Mission Fund

Park Central Presbyterian Church Memorial Endowment Fund & St. Paul’s Cathedral Endowment Fund 1995

2013

2011

1999

2013

The Martha Fund

Tiny Rubenstein Animal Welfare Fund

Stohrer Family Fund

On Point for College Endowment Fund

2012

2000

2004

2004

Cayuga Health Association Fund

M. Harold & Frances M. Dwyer Fund

Pamela Ball Kettell Memorial Fund

Phyllis M. Newland Fund

1994

2012

1999

2007

Lewis-Trinity Fund

Dr. Henry Romano Fund for Children

Craig D. Stephens Memorial Fund

Peter Mermer Memorial Fund

2008

1996

1991

2014

Cayuga Community Fund

Mary Louise Dunn #2 Fund

Rodney L. Keech Trust & Belle Keech Trust Fund

Matthew House – Emerson Fund

2005

1998

2000

2010

Faith T. Knapp Memorial Fund

Lettie H. Rohrig FOI Fund

Susan Spencer Memorial Fund

Jim Marshall Farms Foundation Endowment Fund

2004

2011

2010

1987

Carriage House Foundation Fund

Domestic Violence Endowment & Support (DoVES) Fund

Victor Kalilec Memorial Fund

Herbert Lourie Memorial Fund

2012

J. Henry & Martha E. DeBoer Fund

2005

2003

Leo & Natalie Jivoff Fund

2007

Lowell Smith Circle of Courage Fund

Marvin & Beulah Lewis Memorial Fund

2003

Emojean and Leonard F. Schmidt Designated Fund

2010

Margaret McAlpine Ladd Memorial Fund 2008

funds and donors

1981

Kathleen Sill Hoffman Hershberger Memorial Fund

Ferdinand & Emilie Maltzan Memorial Fund 1996

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Harvey M. & Helen H. Sass Endowment Fund

Walter Brooks Memorial Fund

Field-of-Interest Funds

William D. Barnet Memorial Scholarship Fund

1982

Holstein Family Fund for Civic Engagement 2012

Scholarship Funds, often created in honor or in memory of a loved one, award funds to deserving students.

Joshua Allyn Engineering Scholarship Fund 2011 Alpha Kappa Alpha Fund

1997

Abraham Altman Scholarship Fund

1998

Valerie Armstrong Memorial Scholarship Fund

2013

Buzz Ballway Scholarship Fund

2007

Suzanne Civitello Memorial Scholarship Fund

2000

Jenna Christine Grieshaber Scholarship Fund

1997

CURN Scholarship Fund

2007

Carol Hansen & Ethel Bauder Fund

2003

R. Burkett & Kathleen H. Curtiss Fund

2006

Carroll A. Hennessy Scholarship Fund

1998

Daily Orange Minority Journalism Scholarship Fund

Gordon & Kathleen Hershberger Fund

2008

2006

Frederick M. Holmes, DVM Scholarship Fund

1998

Jack Holmes Scholarship Fund

1998

Anne L. & Lawrence D. Daley Scholarship Fund

2000

Delta Sigma Theta Fund

1996

Stan Derdzinski Memorial Scholarship Fund

2012

John D. (Bucky) Bennett Scholarship Fund 2000

Robert DiFlorio Scholarship Fund

1996

Blasland, Bouck & Lee Scholarship Fund

1998

Dennis Dowdell Scholarship Fund

1998

G. Ray Bodley High School Class of 1953 Scholarship Fund

2004

Trooper William G. Doyle Memorial Scholarship Fund

1968

Robert F. Borgognoni Memorial Scholarship Fund

2003

Laurie Kennedy Bosso Memorial Scholarship Fund

2002

Adam Bouchard Scholarship Fund

2003

Pamela S. Braund Memorial Scholarship Fund

1987

Peter A. Brevett Scholarship Fund

1999

1997

Kara Hood Memorial Scholarship Fund

2001

Peter P. Huntington, M.D. Nursing Scholarship Fund

A.L. Lee Memorial Hospital Scholarship in the Names of Gertrude Case Kesterke, Yvonne Arnold and Adolph Kalafarski

2010

Thomas E. Lempges Scholarship Fund

2004

Earl H. Levesque Scholarship Fund

2003

Dr. Sanford & Claire Levy Fund

1996

Eddye Hurley Hooper Logan Scholarship Fund

2005

Frederic Luther Memorial Scholarship Fund 2006 2001

Yates Mahaffey Scholarship Fund

2007

Earl & Kay Hurd Memorial Scholarship Fund 2000

Ralph G. Martell Scholarship Fund

2006

Robert & Roberta Hurd Scholarship Fund 1993

Vincent & Helen Mascette Scholarship Fund

1991

Jeff Iannuzzo Memorial Karate Scholarship Fund

2014

Kappa Alpha Psi / M. Gilbert Kirkland Scholarship Fund

1996 1995

Leslie Feldmann Memorial Scholarship Fund

2013

Monica L. Keator Scholarship Fund

Jessica Rikki Flegal Memorial Fund

2002

Jack Gallaher Workforce Preparation Helping Hand Fund

1998

Jon E. Gammage, Jr. Scholarship Fund

1996

Kevin McCabe Memorial Scholarship Fund 1995 Bruce McCormick Music Scholarship Fund 1975 Christine M. McHugh Memorial Scholarship Fund

2003

KeyBank Say Yes STEM Scholarship Fund 2014

Joel David Namy Scholarship Fund

2009

Frederick K. Kilian Memorial Fund

Marshall A. Nelson Urban Minority Scholarship Fund

1998

Joan B. Nowicki Music Scholarship Fund

2014

Robert W. Oliver Scholarship Fund

1988

2003

Mary & Eddie Giemza and Richard Balduzzi Scholarship Fund 2007

John H. Koerner, Jr. Memorial Scholarship Fund

1974

2002

Catherine L. Golden Memorial Scholarship Fund

Steven M. Krause Scholarship Fund

2012

Gregory D. Peterson Memorial Scholarship Fund

2004

2003

Tucker Goodfellow Memorial Scholarship Fund

Honorable Beatrice Krupkin Scholarship Fund

1998

Sarah Lombardi Pietrafesa Scholarship Fund

2007

2000

2006

2003

Dr. Matthew Krupp Memorial Medical Scholarship Fund

Nettie D. Plummer Scholarship Fund

Sean M. Googin Scholarship Fund

2012

N. James Polney Scholarship Fund for Copenhagen High School

1968

William & Helen Burke Memorial Fund

2011

Cazenovia College/Leland Stanford Scholarship Fund

Express Mart Scholarship Fund

2001

1996

1995

1994

Frederick P. Cargian Jamesville-Dewitt Memorial Scholarship Fund

Zach Emerton Memorial Scholarship Fund 2002

Daniel Frederick Holt Memorial Scholarship Fund

Aurelia Crespo-Carlos Lavezzari Latinoamericano Scholarship Fund

Kiwanis Club of North Syracuse Scholarship Fund

Rocco Bufano Scholarship Fund of Konosioni Lodge #950

Camillus Optimist Community Service Awards Fund

Deb Duethorn Memorial Scholarship Fund 1997

Lambda Kappa Mu / Eunice Randle Fund 1999

1998

Cazenovia High School Scholarship Fund 1997

Greater Cazenovia Area Chamber of Commerce Scholarship Fund

2005

John Joseph Lamanche Scholarship Fund 2002 2000

funds and donors

Scholarship Funds

25

Scholarship Funds (cont.)

Sarah Theiner Memorial Scholarship Fund 1985

Appleknocker Fund

2007

Russell & Nancy Carlson Fund

2001

Shannon Elizabeth Thomas Memorial Fund 2002

Eugene G. Armani Fund

1997

Cashier Family Fund

2007

William & Mary Thorpe Say Yes Scholarship Fund

Kathie Y. & Richard W. Arnold Fund

2005

Central New York Traditional Music Fund 2010

2013

Peggy & Tim Atseff Fund

2001

Ben & Cate Clark Fund

2014

Holly Prentice Memorial Scholarship Fund 2003

Trufant Family Scholarship Fund

2008

Aminy I. Audi Fund

2012

James Clark & Yasmine Iliya Fund

2014

Pulaski Academy & Central School Scholarship Fund

Tully Central School District Scholarship Fund

1999

Edward & Laila Audi Fund

2005

Mary Ellen Ash Clark Memorial Fund

2003

Mary-Jo Tout Rosenblatt Scholarship Fund 2006

L. Ted Utter Family Scholarship Fund

1997

B & B Lumber Co., Inc. Fund

1986

Kay Clarke Fund

2008

Clyde E. Rutherford Leadership Scholarship Fund

Gail & Dennis Baldwin Fund

2002

Patrick Clement Fund

2012

2012

James & Linda Ward Memorial Scholarship Fund

1998

Stephanie Baron Memorial Fund

2014

Paul & Linda Cohen Fund

2005

Say Yes Reisman Scholarship Endowment Fund

Michele J. West Scholarship Fund

2007

2011

Ronald R. & Carole S. Beckman Fund

1994

Ruth J. & Robert J. Colvin Fund

2011

Dorothy Wheeler Scholarship Fund

2000

Say Yes Scholarship Endowment Fund

2008

R.R. & C.S. Beckman Family Fund

1998

Michael J. Connor Fund

2004

Stanley F. & Arlene H. Young Memorial Education Fund

1999

Bella Via Fund

2014

Mary L. Cotter Fund

2005

Erna Hofmann Berwick Fund

1995

Cregg Family Giving Fund

2014

Lillie & Asher Black Fund

1999

Sidney & Carol Dana Fund

1990

Jeffrey H. & Dorothy M. Booher Charitable Foundation

Janis & Paul Darby Fund

2013

2012

Michael G. D’Avirro Fund

2001

William T. & Ruth S. Bradner Fund

1986

Carol F. Davison Fund

1997

Bernard B. & Ona Cohn Bregman Family Fund

2000

DeBenedictis Fund

2014

Patience Brewster Inc. Fund

2013

Derrenbacker Family Fund

1997

Brod Family Fund

2010

Dewitt Rotary Charitable Fund

2010

Diefendorf Fund

1983

Gerry J. & Cynthia G. Dietz Fund

1997

John S. & Julia G. Dietz Fund

1979

DMC Memorial Fund

2014

Seanna M. Donley Memorial Fund

2003

Peter A. & Brigid F. Dunn Family Fund

2008

James J. Dwyer, Jr. Memorial Fund

1999

Thomas & Elna Dwyer Children’s Fund

2004

Eberle Family Fund

2010

The Empowerment Fund

2006

N. James Polney Scholarship Fund for SU School of Journalism

1968

Poole Scholarship Fund

1996

Say Yes STEM Scholarship Endowment Fund

2012

Sam & Julia Selkowitz Community Fund

1959

funds and donors

Michael J. Sheridan Memorial Scholarship Fund

26

2006

1991

Henry C. & Dorothy R. Shoudy Memorial Scholarship Fund

2008

Carleton B. Simon Scholarship Fund

1999

Sr. Camilla Smith Memorial Scholarship Fund

2005

Sarah E. Smith Scholarship Fund

2007

Donor-Advised Funds

Donor-Advised Funds are established by individuals, families or businesses that choose to be actively involved in the grantmaking process. Donors with a range of community interests find these to be an ideal tool for conveniently fulfilling charitable wishes.

Richard & Marilyn Alberding Charitable Fund

2011

Arthur & Ester Brooks Fund

2005

David & Amy Allyn Foundation

2011

Frank & Marie Brownell Fund

1997

Eric Allyn & Margaret O’Connell Fund

2013

Phillip & Helen Buck Family Fund

2011

Mark B. Allyn Fund

2011

Craig & Carol Buckhout Family Fund

2007

Snow Community Service Scholarship Fund

2006

Southern Cayuga Scholarship Fund

2014

Allen Spaights Memorial Music Scholarship Fund

2002

Amos Foundation Fund

2011

Jane Burkhead & Robert S. Sarason Fund 2004

Spanfelner Scholarship Fund

1999

Anonymous #23 Fund

1997

Burns Brothers Foundation Fund

1994

Dr. Edward Sprague Scholarship Fund

2006

Anonymous #25 Fund

2003

James & Kathleen Burns Fund

2000

Stickley Scholarship Fund

2007

Anonymous #27 Fund

2005

CNY Robotics & Science Foundation Fund 2013

Anonymous #28 Fund

2010

CABLExpress Charitable Fund

2002

Anonymous #31 Fund

2010

Patricia M. & Vincent H. Callahan Fund

1988

Syracuse Women’s District Golf Association Girls’ Scholarship Fund

2012

2001

Henderson-Johnson Co. Community Fund

1969

Robert Angelo Henty Foundation Fund

2011

Heron Park Foundation Fund

2011

Farm Credit East Cares Community Fund 2012

Gordon & Kathleen Hershberger Fund

2012

Corinne H. Farnham Fund

2005

Richard & Janice Hezel Fund

2006

Marion H. & Michael S. Fish Fund

2001

Corey A. Hill Memorial Fund

2014

Fisher Family Fund

2011

Hiller Family Fund

2013

Forbes-McNeilly Family Fund

2007

Ann Mawhinney Hodgkins Memorial Fund 2006

Dorothea Fowler Fund

2000

H. Follett Hodgkins Fund

1978

Fragnoli Family Fund

2001

Barbara & David Holstein Fund

1992

Catherine A. & Kenneth E. Gale Fund

1998

The Holtz Family Fund

2006

Nan & Howard Gartner Fund

1995

Homan Family Fund

1996

Gary & Maureen Germain Fund

2006

Hood Family Fund

1997

Eric Gingold Foundation Fund

2012

Hornstein Family Fund

2014

Goethe Family Fund

2013

Herbert S. & Eleanore L. Howard Charitable Foundation

2005

Hueber-Breuer Foundation Fund

1991

Molly A. Hughes Family Fund

1999

Judith & Giampaolo Huober Fund

2004

Sandra Hurd & Joel Potash Fund

2002

Incaudo Family Fund

1991

Dorothy Retan Irish Fund

1992

Paul M. Engle Fund Michael J. & Noreen R. Falcone & Family Fund

Lewis & Annette Goodman Fund Lawrence P. & Dorothy B. Gordon Fund Grace 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 Haylor, Freyer & Coon Fund Health Foundation for Western & Central New York Fund

1998 1981

1998 2013 2011 1986 2001 2004 1962 1999 2005 1981 2004 1981 1983 2012

Elaine & Steven Jacobs Foundation Fund 1987 Jaquith Industries Fund

1978

William Johnson Memorial Fund

2011

Bernard T. & Margaret L. King Fund

1997

Russell A. & Joan S. King Fund

1999

Gail M. Kinsella Fund

2014

John H. Koerner Fund

1997

The Kraly Family Fund

2011

LMC Fund

2014

Eric & Judy Mower Fund

1998

Lantzy Family Fund

2011

Eileen C. & John J. Murphy, Jr. Fund

1979

H. Richard Levy Fund

2013

Joanne & John J. Murphy III Fund

1983

Roland F. & Brigitte H. Link Fund

1997

Kimberly A. & Patrick R. Murphy Fund

2014

Rosalia Hull & Robert H. Linn Fund

1986

Anne Gilmour Lloyd Family Fund

2007

Kathleen Murphy & Richard Pietrafesa, Jr. Family Fund 2005

Betty B. Lourie Fund

1997

James & Therese Luckett Fund

2000

Mackenzie Hughes LLP Fund

1986

James E. Mackin Fund

1998

Henry R. Mahshie Fund

1997

Maier Family Community Fund

1999

Gwyn K. & Patrick A. Mannion Fund

2011

John F.X. Mannion Charitable Fund

2000

C.D. Manwaring Fund

2013

Nancy Fulmer & James F. Marquardt Fund 2006 Marsellus Family Fund

2011

Candace & John Marsellus Fund

1981

Molly & Lloyd Martin Fund

1991

Raymond F. & Beverly Martino Fund

1986

Hugh Joseph Matt Children’s Fund

2002

Donald M. Mawhinney, Jr. Fund

1980

McCabe Family Fund

2002

Wallace & Gayonne McDonald Fund

2007

Anne L. Messenger Fund

2002

John & Carmella Mezzalingua Fund

2004

Charles B. & Elsbeth W. Morgan Fund

1999

Morton Family Fund

1964

Harry & Mary Morton Fund

2014

John & Ellie Mott Fund

2006

H. Gillis & Letty M. Murray Fund

1960

Marc Murray Memorial Fund

2011

Norma Murray & Donald L. Murray Fund

2013

Newman Family Fund

1997

New York State Agricultural Society Fund 2011 Niles Fund

2004

Paul & Daisy Nojaim Fund

2004

Northrup Fund

1974

Thomas & Karen Olenych Fund

2005

Marian Oliver Fund

2005

Oma Foundation Fund

2004

Lon T. Palmer Music Education Fund

2011

Henry A. & Faye Panasci Fund

1986

Janice & David Panasci Fund

2013

Pay It Forward Fund

2013

Peckham Family Fund

2014

Peddler Foundation Fund

2011

Pediatric Associates Charitable Fund

2013

Philanthropic Foodies Fund

2013

Christopher Wood Phillips Fund

1993

Ralph & Barbara Phillips Fund

1993

Bryan M. Place Charitable Fund

2011

Jane & Nathan Podkaminer Fund

1995

POMCO Community Fund

2004

funds and donors

Engel Family Fund

27

Donor-Advised Funds (cont.)

Pomeroy Family Fund Potter Family Fund Ruth C. Putter Fund Rapha Community Fund Margaret Raven Family Fund Rita L. Reicher Fund Jon L. & Joyce P. Regier Fund Dorothy & Marshall M. Reisman Fund Rhapsody in Green Fund Ridzi Family Fund Rivette LaManna CareAge Fund Rodormer-Soule Family Fund Nancy M. & Stephen A. Rogers Fund Joseph & Lynne Romano Fund Rothenberg Fund

2011 2011 2008 2011 2010 1980 2014 2009 2006 2007 1999 2005 1998 1994

Rudnick Family Fund

2010

Rosalind & Seymour Rudolph Fund

1999

Rural/Metro Charitable Fund

2010

Russell-Simons-Rolf Family Fund

funds and donors

2000

Elaine Rubenstein Fund

Dan, Kathy & Elizabeth Ruscitto Family Fund

28

2004

2014 2006

Tom & Mary Ryan Fund

2013

Jalal & Mary Lou Sadrieh Fund

2005

Saint Matthias Society Fund

2014

Sean M. Samolis Memorial Fund

2011

Ernest L. & Dene A. Sarason Fund

1968

Schiro Family Fund

2014

Sears Family Fund

1998

Lowell A. Seifter & Sharon A. McAuliffe Fund

2006

Shadowfax Charitable Fund

1995

Indira & Mansukh J. Shah Fund

2004

Kenneth & Mary Ann Shaw Fund

2008

Margaret Drew Shirley Memorial Fund

2012

James Shope Jr. Family Fund

2007

Rhoda Sikes Fund

2002

David & Lisa Silverman Family Fund

2013

Ethel L. Skinner Fund

2004

Slotnick Family Fund

1985

Smarzo Family Fund

2006

Frank V. & Janet J. Smith Fund

1999

Paula & Douglas Smith Family Fund

2008

Lynn H. & Corinne Roth Smith Fund

2011

Mary H. Soderberg Aquatics Support Fund 2012 Paul & Kathleen Solomon Community Charitable Endowment Fund

1998

Solomon Family Fund

1996

Carol & Dirk Sonneborn Fund

2001

James & Marcene Sonneborn Fund

2003

Richard H. Spencer Fund

1979

SRCTec Corporate Community Fund

2008

Stardust Charitable Fund

2006

Edward Stephens Fund

1992

Ralph & JoAnn Stevens Fund

2002

Carolyn & Ronald Stott Fund

2007

Sykes Family Fund

2006

Syracuse Inner City Rotary Club Philanthropy Fund

2005

Nonprofit Agency Funds

Yvonne Tasker-Rothenberg Fund

1998

Robert J. & Margaret J. Theis Fund

1978

William & Mary Thorpe Charitable Fund

2013

Larry & Sally Tully Fund

2002

Elizabeth V. Tumbridge Fund

2008

Many nonprofit organizations, seeking ways to provide a permanent source of income for their work, choose the Community Foundation to manage their charitable endowments.

TW Fund

2014

Baltimore Woods Nature Center

2000

Jeff Unaitis Fund

2006

Beaver Lake Nature Center

2004

John L. & Frances M. Vensel Fund

2004

Boys & Girls Clubs of Syracuse

1996

V.I.P. Structures Fund

1998

Fayetteville-Manlius A Better Chance

2012

Michael & Julia Wamp Family Fund

2010

Finger Lakes Land Trust

2009

Barbara B. & Harold H. Wanamaker Fund 1998

First Baptist Church of Pulaski

1999

Donald & Hilda Watrous Fund

1999

Friends of Historic Onondaga Lake

2005

Jenni-Lyn Watson Memorial Fund

2011

Matilda Joslyn Gage Foundation

2004

Scott & Deborah Webster Fund

2007

Girls Inc. of Central New York

1996

Nancy & Robert Weed Family Fund

2008

Frank H. Hiscock Legal Aid Society

1999

Carol & Henry Weiss Fund

2011

Huntington Family Centers

1980

Wheler Family Fund

1998

Joseph & Rosemary Wiedenbeck Family Fund

Interfaith Works of Central New York’s Nona D. Stewart Refugee Assistance Fund 2003

2007

Liverpool Public Library

2013

Patrick Wiese Foundation Fund

2014

Loretto Foundation

2008

Jerome M. & Dorothy A. Wilson Fund

1986

Marcellus Athletic Booster Club

1999

Lee & Jim Wilson Fund

1988

Matthew House

2013

Woodcock Dettor Family Fund

2010

Larry & B.J. Wright Charitable Fund

2002

Mental Health Association of Onondaga County

1999

Yeager-McLean Fund

2000

North Syracuse Education Foundation

2009

Dr. Richard G. Zogby Memorial Fund

2013

Onondaga Community Living

2013

Parks & Recreation Council of Skaneateles Endowment Fund 2014 Planned Parenthood of Central and Western New York

1976

Pulaski Academy Alumni Association

2007

2007

Rape Crisis Center of Syracuse

1998

Signature Band & Choir Camp

2002

Skaneateles Area Arts Council

2013

The 1890 House

1999

Tully Free Library

2002

Special Project Funds

These funds, sometimes with limited time frames, are used for special projects or endeavors that benefit our community.

Cathedral Square Development Corporation and Neighborhood Association Fund 2009 DeWitt Rotary Club Centennial Project Fund

Community Fund Donors

The Community Fund gives us the resources and flexibility necessary 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 donors listed below allow us to grow a permanent source of charitable dollars and are gratefully acknowledged.

Mary Allen Amos Family Jonathan A. Banks Mr. & Mrs. Robert R. Andrews Ruthnie Angrand

2004

Anonymous

Human Services Leadership Council Fund 2014

Dianne Apter

IDEAS Collaborative Fund

2012

Tim Atseff & Peggy Ogden

KJ’s Angels Fund

2010

Warren Bader

Carrie Lazarus Fund for Extraordinary Talent

2014

Price of Freedom Monument Fund

2013

Save 711 Project Fund

2012

Carol P. Baird John E. & Anne N. Baldwin Charitable Fund Michael Berman Carrie Berse Marilyn M. Bittner Bowers & Company, CPAs, PLLC The Breuer Family John Broad The Butcher Family J.C. Calogero Liz Cavallaro Sarah C. Chase Mr. & Mrs. Philip R. Chase, Jr.

Mr. & Mrs. Stephen E. Chase

S. Madeleine J. Hartt

Lori Ciarla

Mr. & Mrs. William A. Hiller, Jr.

Katherine L. Considine

Mr. & Mrs. Joseph J. Hipius

Jackie D. Cornue

Mr. & Mrs. Richard D. Hole, Esq.

Patricia A. Curtin

Christine L. Honda

Joan G. Dambroso

Madelyn & Dale Hornstein

Dermody, Burke and Brown, PLLC

Herbert S. and Eleanore L. Howard Charitable Fund

Dr. & Mrs. Jeffrey M. DeSimone

Mr. & Mrs. James A. Hughes

Peter A. & Brigid F. Dunn

Margherita Hull

Nancy Durkin

Jeanne F. Jackson

Harold Edwards, Jr.

Elaine & Steve Jacobs

Mr. & Mrs. Graham Egerton

Mr. & Mrs. Theodore F. Jarosz

Dr. & Mrs. Philip A. Falcone

JLRJ, Inc.

Mark L. Feldman

Dr. & Mrs. Lewis W. Johnson

Dr. & Mrs. John D. Fey

Mr. & Mrs. Michael M. Kaplan

Katherine Fey

Belle Keech Trust Fund

Mr. & Mrs. David Fulmer

Rodney L. Keech Trust Fund

Mr. & Mrs. Eric F. Gardner

Stephen Kenney

Gaylord Trusts

Ann M. Lamprey

Ms. Gioia A. Gensini & Mr. David H. Neff

Jan L. Lane

Cathy T. Goldstein

Mr. & Mrs. John P. Langan

Jean J. Greene

Joseph B. Lee

Mr. & Mrs. Richard Green

Harold & Mary Leonard

Jeanne Greenhalgh

Zalie and Bob Linn

Patricia P. Greenhouse

Mary E. Lovely

Margaret C. Guldy

Cynthia Lowe

Gwen, Inc.

Anne C. Maier

Honorable & Mrs. Stewart F. Hancock

Manlius Pebble Hill School

Mr. & Mrs. William A. Harfosh

John & Candace Marsellus

David & Susanna Harper

Sandy and Dan Masterpolo Mr. & Mrs. George Matthews

funds and donors

Pulaski Historical Society

29

funds and donors

30

In Memory/In Honor Of

Community Funding Partners

Eunice P. Carpenter

The Allyn Foundation

Katrina M. Crocker

The Bonadio Group

Matt & Michelle DeKay

Bousquet Holstein, PLLC

Brandon M. Finch

Central New York Business Journal

Stewart F. Hancock

Colonial Consulting, LLC

Fred V. Honnold

Dermody, Burke & Brown, CPAs, LLC

Dorothy R. Irish

Estate Planning Council of Central New York

Thomas O. Hornstein

Financial Planning Association of Central New York

Thomas O. Mehen

The Health Foundation for Western & Central New York

Community Fund Donors (cont.)

Dr. & Mrs. William A. Schiess

Wallace J. McDonald, Esq.

Bernice Schultz

James L. McLennan

Robert D. Scolaro, Esq.

Monica Merante

Shadowfax Charitable Fund

Anne L. Messenger

Mansukh J. Shah, CLU

Michael Mickalenko

Virginia and Gary Shanley

Richard & Chris Moseson

Erica P. Sheftic

Mr. & Mrs. David Moynihan

Otis H. Shuart

Penny L. Noll

Rhoda Sikes Fund

M. Edwina Norton

Ethel L. Skinner Fund

Kimberly Norton

Mr. Lynn H. Smith & Dr. Corrine R. Smith

Marion R. Nydam

Mr. & Mrs. John P. Spanburgh

Alfred Obrist

Helen E. Stacy

Mr. & Mrs. Kurt K. Ohliger, Jr.

Shirley Stas

Mary Pat Oliker

Katie Steigerwald

Jennifer and John Owens

Mr. & Mrs. James D. Taylor, III

Judy A. Paduano

Mr. & Mrs. Alexander J. Torelli, Jr.

Cheri Pangburn

Town Line Lutheran Church

Jill S. Palmeter

Larry & Sally Tully

NBT Financial Group

Ms. Carrie Penner & Mr. Lowell W. McBurney

John D. Tuttle

Plank Road Magazine

Dr. & Mrs. Eric O. Pettit

United Way of Central New York

Proshred Security

Mr. & Mrs. J. Daniel Pluff

Joseph L. Vella

Prudential

Mr. & Mrs. Thomas P. Quinn

Martha B. Viglietta, Ph.D.

The Dorothy and Marshall M. Reisman Foundation

Karen Quint

Visiting Nurse Association of Central New York

The Rulison Group, Morgan Stanley Smith Barney

Rita L. Reicher, Ph.D.

Louis G. Viviani

The Richard S. Shineman Foundation

Mr. & Mrs. David A. A. Ridings

Mr. & Mrs. Michael J. Wamp

The John Ben Snow Memorial Trust

Gail W. Roethel

Diane D. Webb

Strategic Communications, LLC

Lois Roth

Doris E. Webster

Syracuse Media Group

Elaine Rubenstein

Susan C. Welch

Sandy Creek Central School

Raymond G. Wills

The Trust for Cultural Resources of the County of Onondaga

Maryann M. Winters

WRVO

The following people were named with gifts to the Community Fund in their honor or memory.

Barbara L. Morton Richard C. Pietrafesa, Sr. Jayne Tuttle Ron Young

The following organizations donated in-kind or monetary support towards our programs.

Integrated Software Systems Judith Frumkin Lee Gatta, CLU, CLTC, AEP, ChFC The Gifford Foundation Mackenzie Hughes, LLP

affiliate funds

T

he Community Foundation’s Affiliate Funds are field-of-interest funds governed by independent advisory groups. Each affiliate fund experienced a strong 2014 fiscal year. Combined, these funds distributed more than $100,000 in grants last year, demonstrating the strength and impact that a union of gifts can have in a community when fueled by the power of endowment.

The Women’s Fund awarded $23,775 in grants to 13 nonprofit organizations. The Fund supports projects that improve the lives of women and girls. It also educates women about philanthropy, and engages women in creating change through collective and targeted giving. In addition, the Fund achieved a significant milestone this year — thanks to the dedicated efforts of its governance council, its endowment reached the $1 million mark. Since its inception in 1998, the Women’s Fund has awarded grants totaling more than $200,000 to programs that support, empower and promote the advancement and full participation of women and girls in Central New York.

The Future Fund of Central New York

The Future Fund is a memberdriven giving circle established to involve and empower emerging philanthropists. Each year, the Future Fund’s membership votes on a specific area to support through its grantmaking. In April 2013, the Future Fund awarded a $5,000 grant to The Salvation Army’s Supportive Services for Veteran Families (SSVF) program to help homeless veterans and their families transition from emergency shelter into permanent housing. Since its inception in 2004, the Future Fund has awarded nine grants, totaling $45,000 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 and matching funds from the John Ben Snow Memorial Trust, awarded $20,700 in grants in fiscal year 2014.

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 awarded more than $245,000 in grants to benefit the Pulaski community.

The Cayuga Community Fund

The Cayuga Community Fund completed its fourth year of grantmaking by awarding $52,677 in grants to 23 organizations in Cayuga County across a diverse spectrum of focus areas. Created in 2008, the Cayuga Community Fund oversees several geographically specific charitable funds with a common purpose to provide permanent charitable dollars to local nonprofits. It has awarded more than $140,000 in grants to benefit Cayuga County charities.

Oswego County Community Foundation

In 2013, a concerned group of Oswego County residents and business leaders established the Oswego County Community Foundation (OCCF), a geographically specific fund that will provide the region’s charitable organizations with a new source of long-term philanthropic support. To assist OCCF’s fundraising efforts, the Community Foundation and the Shineman Foundation issued challenge grants that will match every dollar contributed to the fund up to $200,000.

funds and donors

The Women’s Fund of Central New York

31

The Legacy Society

D

funds and donors

onors who understand the importance of a permanent community endowment have trusted the Community Foundation to carefully manage and distribute their charitable funds for generations. 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, gift annuities, charitable trusts or pooled life income fund gifts. We thank them and appreciate their generosity and thoughtfulness.

32

Anonymous Donors (31)

Florence G. Gaedeke u

Anne L. Messenger

Lillian Slutzker

Lester C. Allen

Viola M. Hall

Pauline M. Monz

Paul M. Solomon

Eugene G. Armani

Mr. & Mrs. Burnett D. Haylor

Stephen W. Moyer

Betsy-Ann N. Stone

Buzz Ballway u

William & Sandra Hemmerlein

Mr. & Mrs. John J. Murphy III

Celestine & John Thompson

Ronald & Carole Beckman

Linda L. Henley

Kathryn Nickerson

Charles & Cynthia G. Tracy

Steven Blind

Alexander & Charlotte Holstein

Theodore H. & Mary-Pat Northrup

Marcia & William Travis

Vicki Brackens

Mr. & Mrs. Robert L. Hood

Margaret G. Ogden

John S. Tuttle

William V. Brennan

Dr. Peter & Mary Huntington

Steve Pekich

Franklin & Diane Wheelock

Minna R. Buck

Robert & Roberta Hurd u

John R. Pelkey u

Mrs. Barbara C. Wheler

Phillip & Helen Buck

Dorothy Retan Irish u

Eileen B. Phillips

Catherine J. Winger

Jack B. Capron

Elaine & Steven L. Jacobs

Richard B. & Neva S. Pilgrim

Mr. & Mrs. J. Warren Young

William R. Clark u

Elspeth J.C. Kerr

Lucinda Porter

Marilyn F. Crosby

Mrs. Sally Kimball

Mr. & Mrs. William W. Porter

Virginia M. DeBenedictis

Gail M. Kinsella

Marcia and James Quigley

Bob & Joan Derrenbacker

Kathleen and James Kinsey

Jon L. & Joyce P. Regier

James R. Donley

John H. & Polly B. Koerner

Roger & Margaret Reid

Peter J. Emerson

George & Luella Krahl

Jeffrey Rubenstein

Paul M. Engle

Bruce Lane

Daniel P. Schwartz u

Ralph Ferrara

Jim & Harriet Keysor LeChander

Phyllis Schwartz

Dorris A. Fox

James E. Mackin, Esq.

Bonnie & Richard Scolaro

Marc B. Fried

Jim & Ruth Marshall

Karen R. Seymour

Lee M. Gatta & Joe Reddick

Hon. Neal P. McCurn

Julie Sharpe u

Barbara W. Genton

Elisa Mescon

Rhoda Sikes

u Deceased during 2014 Fiscal Year, April 1, 2013 - March 31, 2014

connect: for animal rescue Helping Hounds Dog Rescue, located in DeWitt, was the winner of the Community Foundation’s #GivingTuesdayCNY social media competition.

more than 200 nonprofits were nominated and more than 5,000 votes were counted. Helping Hounds Dog Rescue was thrilled to hear that it won the competition with more than 500 votes, many of which came from previous adopters and its large volunteer base.

The organization, located in a 3,000 square foot building on Kinne Road in DeWitt, provides emotional, medical, behavioral, and physical support to neglected, abused or homeless dogs so that they can be adopted into loving, permanent homes. Helping Hounds entered the contest with the hope of using the money to further its mission and give its dogs the happily-ever-after ending they deserve.

“The money helped give us a cushion so that when we have a dog that faces unexpected health issues or needs additional training, we can get it proper medical care and attention,” said Kathy Gilmour, Helping Hounds Executive Director.

Helping Hounds has worked with shelters from all over the country to find homes for more than 4,000 dogs, made possible by the help of their 250 active volunteers. The volunteers visit daily to make sure that the dogs stay happy and healthy by feeding, grooming and walking them.

“We could not do what we do without the support of volunteers and adopters coming in and ‘rescuing’ us every day,” said Gilmour. “Our adopters are our heroes; they’re the ones who give these dogs a second chance.”

Visit cnycf.org/2014 to view bonus features from our visit to Helping Hounds including video, additional photos and an extended story.

connect for good

he canines at Helping Hounds Dog Rescue are always happy to wag their tails for the volunteers who stop by to rub their bellies and take them for a romp in the grass.

Little do they know how many fans they really have. Last November, Helping Hounds received a $5,000 prize grant by winning the Community Foundation’s Giving Tuesday CNY social media competition.

The Community Foundation established the competition as a way to celebrate the local nonprofits of Central New York on Giving Tuesday. Giving Tuesday is a national movement falling on the Tuesday after Thanksgiving that is designed to bring exposure to charitable giving during a consumer-driven season.

The public was asked to vote for their favorite local nonprofit organization via Facebook and Twitter using the hashtag #GivingTuesdayCNY. By the end of the 24-hour voting period,

33

Development & Marketing

Grants & Community Initiatives

Jennifer L. Owens

John G. Eberle

Elizabeth M Cavallaro

Katrina M. Crocker

Frank M. Ridzi

Dorotha F. DeSimone

Thomas M. Griffith

N. Olive Sephuma

Kathleen A. Deaver

Monica M. Merante

Danielle M. Hurley

Robyn Smith

Jan L. Lane

Myia K. Knapp

Juliet Maloff

Peter A. Dunn President & CEO

Finance & Operations Chief Financial Officer Senior Accountant

Fund Operations Manager Events & Operations Manager Finance Assistant staff

Amanda Wright

34

Administrative Assistant (Through August 2014)

Vice President, Development & Marketing Communications Officer Gift Planning Officer

Donors Relations Officer Development Associate Communications Associate

Vice President, Grants & Community Initiatives Director, Research & Community Initiatives Director, Community Grantmaking Program Officer, Community Grantmaking & Affiliate Funds

David A. Kilpatrick Grants Manager

Community Foundation staff gather on the roof of the CNY Philanthropy Center in downtown Syracuse. (Left to Right) Back row: Katrina Crocker, Jan Lane, Juliet Maloff, Amanda Wright, John Eberle, Dottie DeSimone, Frank Ridzi. Front row: Thomas Griffith, Robyn Smith, Olive Sephuma, Danielle Hurley, Peter Dunn, Myia Knapp, Monica Merante, Jennifer Owens, Liz Cavallaro.

Not pictured: David Kilpatrick and Kathie Deaver.

Former Board Members Fourth Row:

J. Andrew Breuer, Principal, Hueber-Breuer Construction Company

Timothy Penix,* Vice President, Syracuse Educational Opportunity Center

William C. Brod, Owner & Publisher, J. Daniel Pluff, IMC,* Syracuse New Times Senior Vice President & Financial Advisor, The Pluff, Hooley, Black Craig Buckhout, CFA, Group of Morgan Stanley Principal, Rockbridge Investment Management, LLC

Evelyn Carter, Division Consumer Affairs Manager, Wegmans Food Markets

Brian Pollard, D.D.S., President, Smile Design, D.D.S., P.C. Rita L. Reicher, Ph.D., President, KS&R, Inc.

Second Row:

Fifth Row:

Linda Dickerson Hartsock, Director, Community Engagement & Economic Development, Syracuse University

M. Jack Rudnick, Esq., Of Counsel, Hiscock & Barclay, LLP

Richard D. Hole, Esq., Partner, Bond, Schoeneck & King, PLLC

Robert D. Scolaro, Esq., Attorney, The Wladis Law Firm

David A. Holstein, Esq.,* Member, Bousquet Holstein, PLLC

Judith M. Sayles, Esq.,** Partner, Hiscock & Barclay, LLP

Steven Jacobs, President, Bishops Brook, Inc.

Corinne R. Smith, Ph.D., Professor & Chair, Teaching & Leadership Programs, Syracuse University School of Education

Third Row:

Sixth Row:

Ellen Percy Kraly, Ph.D., Director, Upstate Institute, Colgate University

Michael Wamp, Managing Partner, LakeWater Capital Management, LLC

Joseph B. Lee,** Director & General Manager, WAER FM, Syracuse University

Gwen Webber-McLeod, President & CEO, Gwen, Inc.

Melanie W. Littlejohn,** Regional Executive - Central Region, National Grid Energy Solution Services David J. Moynihan, CPA, Partner, Testone, Marshall & Discenza, CPAs

Maryann M. Winters, MS, CPA, Partner, Sirchia & Cuomo, LLP Gay M. Pomeroy, Esq., Legal Counsel, Mackenzie Hughes, LLP

*Term commenced April 1, 2014 ** Board service completed March 31, 2014

Richard D. Horowitz Robert J. Hughes, Jr. Cydney M. Johnson Clarence L. Jordan James W. Jordan Robert H. Linn, CPA James E. Mackin, Esq. John F.X. Mannion Nancy F. Marquardt John D. Marsellus John B. McCabe, M.D. Anne Messenger Daniel Mezzalingua John C. Mott Eric Mower Colleen Murphy, CPA Paul C. Nojaim Theodore H. Northrup Michael E. O’Connor, Esq. Sybil Ridings Oakes Marilyn Pinsky William L. Pollard, Ph.D. David A.A. Ridings Ethel S. Robinson Elaine R. Rubenstein Jeffrey M. Rubenstein Michael E. Rulison Kathryn Howe Ruscitto Maria P. Russell 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, M.D. Robert Theis, Sr. Stephanie R. Threatte Forbes S. Tuttle Mayra Urrutia Barry L. Wells James J. Wilson

board of directors

Top Row:

Janet (Penny) Allyn Maritza Alvarado, M.D. Chester D. Amond Edward J. Audi Warren W. Bader, Esq. David H. Barclay DeeDee S. Barclay Sanford A. Belden, Ph.D. Vicki R. Brackens Sharon A. Brangman, M.D. Gerald Burke Douglas P. Cagwin Russell Carlson David J. Connor Michael J. Connor Mary (Mitzi) O. Cooper Calvin L. Corriders Richard S. Corriero, CPA Gail Cowley Susan J. Crockett, Ph.D. Raymond W. Cross, Ph.D. Eloise Dowdell Curry Mary S. Darcy Christine Woodcock Dettor, Esq. Reverend Ronald Dewberry Harold Edwards, Jr. Kenneth J. Entenmann Michael J. Falcone Noreen R. Falcone Maceo N. Felton Michael R. Figler Marion Hancock Fish, Esq. Madelyn H. Hornstein, CPA 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, Ph.D.

35

financial information

T

he Community Foundation takes its responsibility to serve as a permanent charitable resource in Central New York seriously. 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 Foundation’s investment portfolio is vested in our board of directors through its finance committee, which works closely with our investment consultant and staff to set policy, establish performance benchmarks and continually monitor the effectiveness of the 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 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.

STRATEGIC ASSET ALLOCATION US Large/Mid Cap Equity 23%

Long/Short Equities 14% Absolute Return 4% Commodities 4% Real Estate, Private Equity 2%

US Small Cap Equity 9%

Global Bonds 5% US High Yield Bonds 5% Treasury Inflation Protected Securities US Aggregate 4% Bonds 9%

Non-US Emerging Equity 4%

Non-US Developed Equity 17%

2014 Summary Financial Statements FOR THE YEAR ENDED MARCH 31, 2014

BALANCE SHEET

STATEMENT OF ACTIVITIES

Assets

Receivables & Other Investments Total Assets

$ 18,875,716 153,574 ,311 $ 172,450,027

Revenues

INVESTMENT PERFORMANCE VS BENCHMARK

Gifts, Grants, Bequests $ 23,627,200 Net Return on Investments 16, 275,224 Other 75,148 Total Revenues $ 39, 977,572

For fiscal years ended March 31.

14.3% 14.4% 11.4% 11.7%

Liabilities & Net Assets

Grants Declared and Not Yet Paid $ 872,759 Other

9, 919,357 Net Assets 161,657,911 Total Liabilities & Net Assets $ 172, 450,027

Grants & Expenses Grants $ 9,211,247 Program Support 1,161,805 Operating Expenses 1,412,445 Total Grants & Expenses $ 11, 785,497

financial information

Change in Net Assets

36

Net Assets Beginning of Year Net Assets End of Year

$ 28, 192,075 $ 133, 465,836 $ 161,657,911

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

8.0% 7.9% 6.2% 6.5%

One Year

Three Year

Performance Benchmark

Five Year

6.4% 5.7%

Ten Year Fifteen Year

ASSETS BY FUND TYPE

CONTRIBUTIONS BY FUND TYPE

44%

GRANTS BY FUND TYPE

56%

66%

9% 10%

26%

11%

Community Donor-Advised Scholarships Field-of-Interest Designated and Special Projects

1% 3%

$ 75,306,320 $ 45,496,385 $ 18,534,494 $ 17,166,426 $ 15,946,402

$ 172,450,027

TOTAL ASSETS BY YEAR

13%

8%

17%

8%

9%

Donor-Advised Scholarships Designated and Special Projects Field-of-Interest Community

$ 15,496,423 $ 4,143,932 $ 3,020,436 $ 713,875 $ 252,534

Donor-Advised Scholarships Field-of-Interest Community Designated and Special Projects

$ 5,134,530 $ 1,743,092 $ 844,700 $ 779,112 $ 709,813

$ 23,627,200

$ 9,211,247

TOTAL CONTRIBUTIONS BY YEAR

$172,450,027

19%

TOTAL GRANTS BY YEAR

$23,627,200

$9,211,247

$8,337,264

$143,992,070

$6,710,850

$130,692,426 $128,314,244

$5,661,295

$5,336,080

$111,643,541

$4,599,506 $12,097,440

$85,227,337 $8,840,214 $7,618,999

$4,705,507

2009

2010

2011

2012

2013

2014

2009

The graphs on this page represent financial information as of fiscal years ended March 31.

2010

2011

2012

2013

2014

2009

2010

2011

2012

2013

2014

financial information

$6,382,156

37

Central New York Philanthropy Center 431 East Fayette Street Suite 100 Syracuse, NY 13202

315-422-9538

cnycf.org

The Central New York Community Foundation is dedicated to enhancing the quality of life in the community by: Encouraging the growth of a permanent charitable endowment to meet the community’s changing opportunities and needs.

Providing donors and their diverse philanthropic interests with vehicles to make giving easy, personally satisfying and effective.

Serving as a catalyst, neutral convener and facilitator, stimulating and promoting collaborations among various organizations to accomplish common objectives.

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.

Carrying out a strategic grantmaking program that is flexible, visionary and inclusive.