Community Foundation 2010 Annual Report

ANNUAL REPORT TO THE COMMUNITY

Growing… Beyond Responsive Grantmaking to Collaborative Leadership on Critical Community Issues.

Contents 3

Refreshed Vision and Mission

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Brightening a Neighborhood and the Future

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Grants

10

Bringing Quality Care and Play-Centered Learning Together

16

Melvin L. Kowalsky — Forever a Builder

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Funds

22

Where a Gift Gives Forever

24

The Love of a Game

26

Donors

35

Reaching Out

36

Legacy Society

37

Officers, Trustees, Volunteers, Staff

38

Informed Leadership

40

Sharing Webb’s History

41

Our Partnerships

42

Financial Statements

43

Foundation at a Glance

A Refreshed Vision and Mission

“The Community Foundation envisions a vibrant, healthy and economically viable region that provides opportunities for all people to reach their highest potential.”

“To improve life and livelihood in our region, The Community Foundation advances leadership on community solutions and philanthropy that connects people who care with causes that matter.”

Incorporated in The Community Foundation’s Strategic Plan A Journey of Leadership and Community Growth ADOPTED BY OUR BOARD OF TRUSTEES, FEBRUARY 2011

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When a neighborhood comes together to beautify, build bonds and introduce youngsters to the magic of gardening, good things blossom. That’s what’s happening on Kirkland Street in Utica, in the Oneida Square Project Community Garden.

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An initiative of Cornerstone Community Church, the twostage undertaking includes a garden with six raised beds — cultivated and cared for by neighborhood families — along with an adjoining green space being developed as a safe area where kids can play while their parents tend the garden. Community Foundation grants — the first from the B. Victor & Ruby Rogers de Iorio Memorial Fund and a second from the Frank W. Baker Fund — have supported the two phases of the project.

Oneida Square Project Community Garden Mother nature still brings the brightest smile to a child’s face — seen here as Jimmy Vo, Emanuel Dehang, Gamela Kuwa and Mariam Kuwa water one of the flowerbeds in the Oneida Square Project Community Garden. Blueberries and herbs were also among the garden’s first crop, with an expanded line of edible produce planned for next season.

Brightening a Neighborh

ood — and the Future

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Grants Made In 2010 GRANTS FOR BUILDING A BETTER COMMUNITY Grants for building a better community emanate from unrestricted funds that allow their income to be used to meet the most urgent community needs.

Enhancing Education Utica College $5,000.00 Wethersfield Historical Preservation Society $29,000.00 Total $34,000.00

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Ensuring Public Health AIDS Community Resources, Inc. Family Nurturing Center Hospice and Palliative Care, Inc. The House of the Good Shepherd Mohawk Valley Perinatal Network, Inc. Total

$9,490.00 $10,000.00 $25,000.00 $33,000.00 $10,000.00 $87,490.00

Improving the Quality of Life

Nurturing Youth and Families

Adirondack Railway Preservation Soc., Inc. $95,582.00 CAP-21 $38,100.00 Children’s Museum $60,000.00 Cornerstone Community Church $8,065.00 Council on Foundations $1,000.00 Herkimer County Humane Society $9,999.00 Preserve Our Past, Inc. $2,525.00 Rome Sports Hall of Fame & Museum $7,824.00 Town of Webb Historical Association $9,895.00 The Van Hornesville Community Corporation $8,475.00 WCNY TV/24 $25,000.00 Weller Library Commission $10,750.00 Total $277,215.00

Hand In Hand Early Childhood Center $37,266.00 John Bosco House, Inc. $100,000.00 Rising Stars Soccer Club $2,300.00 Total $139,566.00

Investing in the Arts Arts Guild of Old Forge, Inc. Sculpture Space Total

$100,000.00 $13,862.00 $113,862.00

Strengthening Human Services American Red Cross of the Mohawk Valley Charles T. Sitrin Health Care Center Inc. Compassion Coalition Compeer of the Mohawk Valley, Inc. Cornell University Office of Sponsored Programs Food Bank of Central New York Hamilton College Herkimer Area Resource Center Multi-Cultural Association of Medical Interpreters of Central NY, Inc. Peacemaker Program, Inc.

“We are committed to making a difference regardless of asset size, average grant size or operating budget. The best measure of our effectiveness is the difference we make.”

LARRY BULL, BOARD CHAIR

$25,000.00 $36,262.00 $10,000.00 $33,362.00 $32,000.00 $50,000.00 $21,200.00 $75,000.00 $2,500.00 $21,256.00

Thea Bowman House, Inc. $20,900.00 The Utica Center for Development, Inc. $32,295.00 Total $359,775.00

Supporting Older Adults UNHS NeighborWorks Home Ownership Center $16,250.00 St. Joseph’s Nursing Home $27,544.00 Visiting Nurse Assn. of Utica and Oneida Co. $100,000.00 Total $143,794.00

TOTAL DISCRETIONARY GRANTS

$1,155,702.00

AGENCY Agency grants are generated by funds established by not-for-profit organizations to provide long-term support of their charitable mission.

Amicable Masonic Lodge #664 Amicable Masonic Lodge #664 $1,000.00 Arts Guild General Fund Arts Guild of Old Forge, Inc. (3) $690,990.00 Brothertown Fund for Scholarships, Inc. Brothertown Scholarship Fund Inc. $2,800.00 Clinton Central School District Endowment Fund Clinton Central School District Foundation $6,779.00 Mohawk Valley Institute for Learning in Retirement Fund Mohawk Valley Institute for Learning in Retirement $1,344.00 Oneida County Historical 2nd Century Fund Oneida County Historical Society $4,386.00

Sculpture Space Endowment Fund Sculpture Space United Way Endowment Fund for the James Raymonda Scholarship Award Utica College

TOTAL AGENCY

$3,000.00

$2,000.00

$712,299.00

DESIGNATED Designated grants come from funds earmarked by the donor to support a specific not-for-profit.

CNY Adaptive Recreation & Sports Fund Upstate Cerebral Palsy $1,920.00 CNY Adaptive Recreation & Sports Fund Charles T. Sitrin Health Care Center Inc. $10,448.82 Family Planning & Education Fund Northern Adirondack Planned Parenthood, Inc. $5,000.00 Family Planning & Education Fund Planned Parenthood Mohawk Hudson, Inc. $5,000.00 Marion LaFaro Scholarship Fund Notre Dame Elementary School $375.00 James K. Clark Fund Central Association for the Blind and Visually Impaired $3,166.00 Richard W. Couper Memorial Fund Oneida County Historical Society $3,696.00 Robert A. Montesano Memorial Fund Utica College $356.00

TOTAL DESIGNATED

$29,961.82

DONOR-ADVISED Donor-advised grants are derived from funds that allow donors to participate in the grantmaking process by recommending which charities will benefit.

A. Richard Cohen Family Fund $21,500.00 CAP-21 Home Aide Service of the Central Adirondacks, Inc. Kommunity Youth and Activity Center (KYAC) North Country Public Radio Endowment Fund Old Forge Library Town of Webb Historical Association Alan and Connie Leist Family Fund $500.00 Operation Sunshine Albert S. Mazloom Family Fund $18,000.00 American Red Cross of the Mohawk Valley Boys & Girls Clubs of the Mohawk Valley Friends of the ARC Foundation, Inc. Historic Old St. John’s Notre Dame Junior-Senior High School Oneida County Historical Society St. Elizabeth Medical Center Foundation Sudan Sunrise, Inc. Utica College (3) Utica Monday Nite Corporation Utica Symphony Orchestra, Inc. Alfred & Elizabeth Duffy Fund $2,500.00 Children’s Museum Sculpture Space Andy Mazloom Fund $4,375.00 Stone Presbyterian Church Anonymous $10,000.00 Home Aide Service for the Central Adirondacks Fund

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Beatrice Cavaretta Faga Fund $5,500.00 Faxton-St. Luke’s Healthcare Hope House Madison-Oneida BOCES Institute of Technology Foundation at Utica/Rome, Inc. Utica College Utica Public Library Bruce C. & Eleanor H. McLean Fund $2,000.00 The House of the Good Shepherd Rescue Mission of Utica, Inc. Bull Family Fund $29,000.00 American Red Cross of the Mohawk Valley Boy Scouts of America-Revolutionary Trails Council, Inc. Boys & Girls Clubs of the Mohawk Valley Faxton-St. Luke’s Healthcare Herkimer County College Foundation Utica College Capital Investments Fund $35,000.00 St. Elizabeth Medical Center Foundation Charles A. Gaetano Family Fund $1,000.00 Greater Utica Choral Society, Inc. Charles A. Kaplan Family Fund $1,450.00 Food Bank of Central New York Jervis Public Library Planned Parenthood Mohawk Hudson, Inc. St. Vincent DePaul - Catholic Charities Syracuse Symphony Orchestra

Charles Henry Ide & Georgiana Roberts Ide Fund $4,600.00 The Arc, Oneida-Lewis Chapter NYSARC Boy Scouts of America-Revolutionary Trails Council, Inc. Central New York Community Arts Council, Inc. The House of the Good Shepherd Utica Public Library Christopher P. Destito Memorial Fund $3,000.00 Hope House National Park Service Clark Family Community Fund $11,300.00 Cazenovia College Credit Bureau of Utica Fund $39,930.00 Mohawk Valley Community College Foundation Credit Bureau of Utica/Rome College Foundation Fund Utica College Danny Adams Fund $1,000.00 Amos House David & Janet Griffith Family Fund $3,500.00 Hope House Samaritan Counseling Center of the Mohawk Valley Doug & Donna Lynch Fund $8,142.90 The House of the Good Shepherd Shawangunk Nature Preserve Shriners Hospitals for Children

Grants Made In 2010 continued . . .

Earle C. Reed Fund $5,000.00 Foothills Rural Community Ministry Grace Church Salvation Army Utica Citadel Corps Institute of Technology Foundation at Utica/Rome, Inc. Estate Planning Law Center Charitable Fund $10,000.00 Family Nurturing Center For the Good, Inc. The House of the Good Shepherd Oneida County Communities That Care Ramapo For Children, Inc. Rescue Mission of Utica, Inc. St. Helena’s Church United Way of the Valley & Greater Utica Area Your Neighbors, Inc. F. J. Pugliese Family Fund $250.00 Thea Bowman House, Inc. F.X. Matt II Memorial Fund $4,000.00 Central New York Conservancy Sculpture Space Institute of Technology Foundation at Utica/Rome, Inc. Utica Safe School Healthy Students Partnership, Inc. Giotto Family Fund $17,250.00 Boy Scouts of America-Revolutionary Trails Council, Inc. Central New York Community Arts Council, Inc.

The Kelberman Center New Hartford Presbyterian Church United Way of the Valley & Greater Utica Area Upstate Cerebral Palsy (2) Utica College Give Back To Utica Fund $1,000.00 Thomas R. Proctor Senior High School Harry H. & Martha S. Love Fund $10,550.00 Health Friends Hospice and Palliative Care, Inc. New Hartford Presbyterian Church Planned Parenthood Mohawk Hudson, Inc. Presbyterian Homes Foundation Rescue Mission of Utica, Inc. Samaritan Counseling Center of the Mohawk Valley Utica Symphony Orchestra, Inc. Hummel Family Fund $1,000.00 Compeer of the Mohawk Valley, Inc. Herkimer County Habitat for Humanity Mohawk Valley Center for the Arts, Inc. Rome Rescue Mission J. Leo and Helen B. Coupe Fund $1,500.00 Hamilton College (2) Utica College J.K. & Hedy Anne Hage Family Fund $45,400.00 Albany Law School Glimmerglass Opera, Inc. Good News Foundation of Central NY, Inc. Hamilton College (3)

Munson-Williams-Proctor Arts Institute Players of Utica, Inc. Special Olympics New York, Inc. St. Jude Children’s Research Hospital Sudan Sunrise, Inc. Utica College The Women’s Fund of Herkimer & Oneida Counties, Inc. Jacque & Terry Tolles Fund $1,450.00 The House of the Good Shepherd St. Joseph and St. Patrick’s Church St. Jude Children’s Research Hospital Utica Symphony Orchestra, Inc. James C. O’Shea Family Fund $1,000.00 Partners in Health St. Boniface Haiti Foundation Janice Luck O’Connor Friends Fund $9,700.00 Adirondack Historical Association CAP-21 Community Transportation Services Home Aide Service of the Central Adirondacks, Inc. Kommunity Youth and Activity Center (KYAC) Old Forge Library Old Forge Volunteer Ambulance Corp. Inc. Old Forge Volunteer Fire Department Town of Webb Historical Association The Women’s Fund of Herkimer & Oneida Counties, Inc.

John B. & Margaret T. Stetson Fund $1,000.00 Central Association for the Blind and Visually Impaired Hope House Rescue Mission of Utica, Inc. John J. & Janice S. Livingston Fund $700.00 Central Association for the Blind and Visually Impaired Upstate Cerebral Palsy The Women’s Fund of Herkimer & Oneida Counties, Inc. Keller Family Fund $10,100.00 Boonville Black River Canal Museum George School LightHawk Mohawk Valley Resource Center for Refugees North Country Public Radio Planned Parenthood Mohawk Hudson, Inc. Tug Hill Tomorrow Inc. (2) M&T Bank/Partners Trust Bank Charitable Fund $53,975.95 Central New York Community Arts Council, Inc. Family Services of the Mohawk Valley, Inc. (2) Human Technologies Corporation The Research Foundation of SUNY Samaritan Counseling Center of the Mohawk Valley Utica Public Library

“We address the community’s most critical or persistent challenges and opportunities.”

MARY MORSE, GRANTS COMMITTEE CO-CHAIR

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Guided by the philosophy that children learn through play, the Hand In Hand Early Childhood Center in Boonville uses play-centered experiences to teach youngsters skills and concepts, all the while surrounding them with quality care. Over 40 are served on a daily basis, including infants, toddlers and preschoolers, with an afterschool program nearly doubling the numbers during the school year.

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The Center has received two grants from The Community Foundation. The first, from the Rosamond G. Childs and Jay-K Lumber funds, helped support construction of its new facility on Route 12.

The second provided a padded, artificial grass surface material for an outdoor learning center that adjoins the building. It came from The Foundation’s B. Victor and Ruby Rogers de Iorio Memorial, Daniel C. Hayes, Harry & Edith Hurd, John E. and Harriet T. McGrath, and Alexander Pirnie funds.

While there’s early education going on, kids think of Hand In Hand’s outdoor learning center as a place for one thing – fun! Proving that are David Abraham,Izzy Marcy and Adriana Greco.

Bringing Quality Care an

Hand In Hand Early Childhood Center

d Play-Centered Learning Together in Boonville

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Margarets Gaffney & Van Waes Fund $49,700.00 Family Nurturing Center Mohawk Valley Resource Center for Refugees Notre Dame Junior-Senior High School Mary Alberico & Anthony J. Paparella Memorial Family Fund $500.00 John Bosco House, Inc. Utica Public Library Mele Family Fund $138,439.19 American Heart Association, Utica Chapter Crown Point Central School Drew University Gordon College Madison Square Boys & Girls Club, Inc. Moriah Central School National Center for Missing & Exploited Children Rochester Primary Care Network, Inc. United Way of the Valley & Greater Utica Area The Utica Center for Development, Inc. Utica College (2) Michael J. Gaffney Fund $4,815.96 Utica College (for Young Scholars) Nancy Windrath Hinman Memorial Fund $500.00 The Nature Conservancy Central NY Chapter Nicholas & Susan Matt Family Fund $500.00 Central New York Community Arts Council, Inc. Peter J. Adasek, M.D. Little Falls Fund $500.00 Little Falls Historical Society

Richard & Kimberly Hanna Fund $19,125.00 American Red Cross of the Mohawk Valley Compeer of the Mohawk Valley, Inc. Family Nurturing Center Otsego County Conservation Association Stevens-Swan Humane Society United Way of the Valley & Greater Utica Area YWCA of the Mohawk Valley Rome Rotary Benevolent Fund $5,000.00 Rome City School District Ronald & Sheila Cuccaro Family Fund $7,750.00 The Arc, Oneida-Lewis Chapter NYSARC Boys & Girls Clubs of the Mohawk Valley Central New York Conservancy Compassion Coalition Hope House JCTOD Outreach, Inc. Peacemaker Program, Inc. St. Joseph and St. Patrick’s Church Utica Public Library Root Family Fund $15,000.00 Root Farm Foundation Senator James H. Donovan Memorial Fund $5,150.00 Children’s Museum Friends of St. Mary’s Herkimer County Community College Foundation Hope House The House of the Good Shepherd

Grants Made In 2010 continued . . .

Mohawk Valley Community College Foundation Operation Sunshine St. Joseph’s Nursing Home Staffworks Charitable Fund $43,650.00 Oneida County Historical Society Stevens-Swan Humane Society United Way of the Valley & Greater Utica Area The Women’s Fund of Herkimer & Oneida Counties, Inc. Steven D. Smallen Fund $1,500.00 Kirkland Town Library Sisters of St. Francis of the Neumann Communities Strategic Financial Services Charitable Fund $2,500.00 Mohawk Valley Community College Foundation Operation Sunshine Tompkins Cortland Community College Thomas M. Lindsey Memorial Fund $137,456.34 Thomas M. Lindsey Memorial Foundation, Inc. Town of Webb Fund $23,500.00 Adirondack Economic Development Corporation Arts Guild of Old Forge, Inc. CAP-21 Catholic Charities of Herkimer County Central Adirondack Search and Rescue Team Community Transportation Services Fulton Chain of Lakes Performing Arts Council Health Friends

Home Aide Service of the Central Adirondacks, Inc. The Kinderwood Program , Ltd. of Early Education Kommunity Youth and Activity Center (KYAC) North Woods Community Center of Old Forge, Inc. Old Forge Volunteer Ambulance Corp. Inc. Town of Webb Historical Association W.I.S.H. Fund $5,483.13 Abraham House William & Paula Bentley Charitable Fund $10,000.00 Mohawk Valley Community Action Agency, Inc. William L Boyle., Jr. Fund $200.00 Munson-Williams-Proctor Arts Institute Wolfe-Smith Fund $9,500.00 Central New York Community Arts Council, Inc. (2) City of Utica (2) Food Bank of Central New York (2) Hope House (2) JCTOD Outreach, Inc. Kirkland Art Center Sculpture Space (2) St. Joseph’s Nursing Home (2) St. Matthew’s Temple Church of God in Christ (2) United Way of the Valley & Greater Utica Area (2) Utica Public Library (2) The Wharton Fund (2)

TOTAL DONOR-ADVISED

FIELD-OF-INTEREST

SCHOLARSHIP

Field-of-interest grants originate from funds created to support broad causes of particular interest to the donor.

John Winter Family Fund B Sharp Musical Club FORCE/Friends of Roman Catholic Education Fund Notre Dame Junior-Senior High School Maude M. Foley Fund (NSDAR) Oneida Chapter, Daughters of the American Revolution Rotary District 7150 Dr. Clarke T. & Ruth Case Fund Rotary District 7150 YE Utica Dispensary Fund Health Friends Hospice and Palliative Care, Inc. Robert Ablett Memorial Fund Mohawk Valley Community Action Agency, Inc.

TOTAL FIELD-OF-INTEREST

$600.00

$30,000.00

$1,021.00

$2,000.00 $5,750.00 $5,750.00

$21,516.77

$66,637.77

Scholarships are made possible by funds designed to support educational achievement, with the donor often determining the criteria for the award.

Andrew Kates Memorial Scholarship Fund Mohawk Valley Community College Foundation $600.00 Angela L. & Orlando Destito Memorial Scholarship Fund Mohawk Valley Community College Foundation $700.00 Barrett Williams Couper Endowment Fund Hamilton College $5,000.00 Christopher Harding Donalty Scholarship Fund Rochester Institute of Technology $5,000.00 Credit Bureau of Utica/Rome College Foundation SUNY Institute of Technology $1,000.00 Credit Bureau of Utica/ Utica Dollars For Scholars Fund SUNY Institute of Technology $1,000.00 Crown Point CS & Moriah CS Scholarship Fund Clarkson University $5,000.00 University of Rhode Island $5,000.00 Cunningham Fund for Thea Bowman House Scholarships Hamilton College $300.00

$856,943.47

“We work to create a better future for all the people of our region.”

KEITH FENSTEMACHER, BOARD CHAIR-ELECT

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DG & BF Benson Scholarship Fund Castleton State College $500.00 Herkimer County College Foundation $500.00 Morrisville State College $500.00 Niagara County Community College $500.00 Donald J. Mitchell Family Fund Herkimer County Community College Foundation $800.00 Mohawk Valley Community College Foundation $800.00 Ellen Knower Clarke Fund Bennett College $2,000.00 Buffalo State, SUNY $1,500.00 Massachusetts Institute of Technology $1,500.00 New York University $2,000.00 Polytechnic Institute of NYU $2,000.00 Syracuse University (2) $3,000.00 Utica College (6) $7,000.00 George Upson Fund Harvard University $2,000.00 Herkimer County College Foundation $1,000.00 Mohawk Valley Community College Foundation (2) $2,500.00 Utica College (8) $9,000.00 Hayes-Couper Fund Kirkland Fellowship/Comm. Foundation $4,335.90 Helen Bremer Westcott Memorial Fund Monroe Community College $1,500.00

Syracuse University $1,500.00 University at Albany, SUNY (3) $3,500.00 James V. Knight Memorial Fund University of Vermont $1,400.00 Jeanne Louise Ulrich Romano Fund Utica College $3,900.00 Leonard J. Capuana Scholarship Fund Mohawk Valley Community College Foundation $233.00 Northeastern University $233.00 SUNY Oswego $233.00 Lynn Beaton Memorial Scholarship Syracuse University $400.00 Mohawk Central School District Class of 1977 Scholarship Fund Herkimer County Community College Foundation $480.00 New Hartford Alumni Association Memorial Fund Edinboro University $1,000.00 Hartwick College $1,000.00 Patricia F. & William M. Dwyer Memorial Scholarship Fund Molloy College $300.00 SUNY Brockport $300.00 Peter D. Fraser Memorial Scholarship Fund SUNY Oswego $450.00 Syracuse University $450.00

Grants Made In 2010 continued . . .

richard W. Mitchell, II Memorial Fund Norwich University $1,300.00 Robert and Grace Reed Memorial Scholarship Fund Bowdoin College $300.00 Cazenovia College $200.00 Clarkson University $200.00 Cornell University (2) $500.00 LeMoyne College (2) $600.00 Rensselaer Polytechnic Institute $200.00 SUNY Cobleskill $200.00 SUNY Institute of Technology $200.00 University at Albany, SUNY $270.00 University of Florida $300.00 Utica College (2) $500.00 Senator James H. Donovan Scholarship Fund Herkimer County College Foundation $500.00 Mohawk Valley Community College Foundation $500.00 Sgt. Christopher Curtis Simpson Scholarship Fund Mohawk Valley Community College Foundation $1,000.00 The Mildred Usher Memorial Fund Mohawk Valley Community College Foundation (2) $1,000.00 Onondaga Community College $500.00 SUNY Brockport $300.00 SUNY Institute of Technology $500.00

UFA Alumni Association Fund Mohawk Valley Community College Foundation (2) $2,250.00 SUNY Institute of Technology $250.00 Utica Dollars For Scholars Fund Utica Dollars For Scholars $1,700.00 Wesley & Marion Small Fund Herkimer County College Foundation (6) $3,000.00 William L. & Gladys K. Boyle Memorial Scholarship Fund Mohawk Valley Community College Foundation $700.00

TOTAL SCHOLARSHIPS

GRAND TOTAL ALL GRANTS

$98,884.90

$2,920,428.96

Community Enrichment Grants

3% Enhancing Education 8% Ensuring Public Health 10% Investing in the Arts 12% Nurturing Youth & Family 12% Supporting Older Adults 24% Improving Quality of Life 31% Strengthening Human Services

Applying for a Grant Organizations serving Herkimer and/or Oneida county that have 501(c)(3) status or a similar charitable purpose may apply for grants from The Community Foundation. To apply for a grant, please call Senior Program Officer Jan Squadrito at 315.735.8212.

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Through a partnership in several successful lumber companies, Melvin Kowalsky spent a lifetime helping others build. Through a living trust that left a large portion of his estate to The Community Foundation after his passing, to establish two funds, he will help build forever.

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The Melvin L. Kowalsky Designated Fund benefits five agencies, in equal shares: the Stevens-Swan Humane Society, Herkimer County Humane Society, Resource Center for Independent Living, Oneida County Historical Society and Jewish Community Federation of the Mohawk Valley — two-thirds for its general use and one-third for the United Jewish Appeal.

Melvin L. Kowalsky

The Melvin L. Kowlasky Fund generates unrestricted income The Community Foundation can use for grants to meet an unlimited variety of needs. Grants have already ranged from sponsoring a concert by the Chamber Music Society of Utica, to providing scholarships for graduates of the Young Scholars Liberty Partnerships Program.

Melvin L. Kowalsky —

Stevens-Swan Humane Society

Forever a Builder

Funds UNRESTRICTED FUNDS — today and tomorrow funds These community enrichment funds have no donor restriction as to use or purpose and offer The Foundation the greatest flexibility in responding to urgent needs and future needs of the two-county area.

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Accent on Excellence Community Fund Daniel Crouse & Katharine O. Adams Fund Frank W. Baker Fund Beatrice & Ruth Begent Fund David E. & Jane S. Bryant Fund Bessie C. B. Capron Fund Joseph J. Cardamone, Jr. Memorial Fund Rosamond Childs Fund Rosamond G. Childs Fund Richard W. Couper Memorial Fund John Crego Family Fund

Francis W. Darling Memorial Fund B. Victor & Ruby Rogers de Iorio Memorial Fund Henry T. Dorrance Memorial Fund Romaine J. & Lillie Van Slyke Doxstader Fund Charles and Josephine Finch Fund Kenneth W. & Ferne G. Fuller Memorial Fund Dr. Fel Davies Gale Memorial Fund General Fund Haberer Family Fund Daniel C. Hayes Fund Edward S & Jacqueline Baque Hinge Fund Katherine B. Hinman Fund Harry & Edith Hurd Fund Kenneth & Evelyn Huyck Fund Jay-K Lumber Fund Warnick J. Kernan Fund Melvin L. Kowalsky Fund Watson Lowery Memorial Fund Anthony & Carol Mandour Family Charitable Fund Max, DeTraglia, Max & Sullivan MD, PC Fund

John E. and Harriet T. McGrath Fund Philip F. & Jane G. McNeil Family Fund Millar Fund Helen Marie Miller Memorial Fund Catherine W. Palmer Estate Fund Albert and Katherine Payne Memorial Fund Willis A. & Nettie Robinson Payne Fund Norman W. Pelletier Memorial Fund Gerald J. & Nancy E. Pierce Fund Alexander Pirnie Fund W. Easton Pribble Memorial Fund Margaret M. Purcell Fund Olive S. Quakenbush Fund Winifred K. Quin Fund Charles Frederick Reese Fund Frank, Mame and J. Lansing Reed Fund Leroy and Hazel Scheidelman Fund William L. Schrauth Fund Henry A. & Alice Radcliffe Schueler Fund Helene Doyle Sinnott Fund

“We consistently strive to include, collaborate with and unite the diverse peoples, institutions and resources that have stakes in our region.”

PEGGY O’SHEA, PRESIDENT & CEO

Sinnott Family Fund W. H. Smith Fund Theodore F. & Emma Steinhorst Fund John A. Storm Fund Agnes W. Sweet Fund Talley Fund John R. Tenney Memorial Fund Frank C. & Clara S. Thurwood Fund Albert E. Trask, Jr. Memorial Fund Tritten Family Fund* Trustees and Staff Fund Marjorie D. Wagner Fund Barbara Soper Westcott Fund Helen Bremer Westcott Memorial Fund Addison M. White Fund

AGENCY FUND — building financial security An agency fund is established by a not-for-profit organization to provide long-term support for its own programs — grants are distributed back to the charity. The not-for-profit benefits from The Foundation’s investment, accounting and management expertise, while focusing on its mission.

Amicable Masonic Lodge No. 664 Fund Annie’s Fund The Arts Guild of Old Forge, Inc. Building Fund Arts Guild of Old Forge, Inc. Fund Brothertown Fund for Scholarships CCSD Foundation Fund CNY Adaptive Curling Fund CNY Adaptive Recreation and Sports Fund Clinton Central School District Foundation Endowment Fund Fort Schuyler Club Historic Preservation Fund Good News Foundation Fund Herkimer Area Resource Center Fund Hope Chapel Association Fund Insight House Leadership Fund Mohawk Valley Community Action Agency Fund Mohawk Valley Inst. for Learning in Retirement Fund National Center for Missing & Expolited Children – NY/Mohawk Valley Fund Oneida County Historical Society Second Century Fund Sculpture Space Endowment Fund St. William’s on Long Point Agency Fund Town of Webb Historical Association Fund United Way of the Valley and Greater Utica Area Endowment Fund Utica City School District Fund for Academics, the Arts, & Athletics Women’s Fund of Herkimer & Oneida Counties

DESIGNATED FUNDS — fueling a passion Designated funds support specific beneficiaries — not-for-profit organizations and charities selected by the donor. Grants go directly to the organizations each year from income earned by the fund.

Richard Alexander Fund for the Boy Scouts of America Rev. P. Arthur Brindisi Family Fund Rev. P.A. & Norma Brindisi – Westminster Church Fund James K. Clark Fund Clinton ABC Program Fund Couper Fund Alan C. Davenport Charitable Fund* Emmanuel Episcopal Church Fund Family Planning & Education Fund FORCE/Lourdes-Notre Dame (Elementary) Fund FORCE/Notre Dame Fund Rodger G. & Phyllis A. Haley Fund HASCA (Home Aide Service of the Central Adirondacks) Fund Kotwal Family Fund Melvin L. Kowalsky Designated Fund Marion LaFaro Scholarship Fund

__________ *Acorn Fund

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Marlene Brown & Earl Lewis Endowment Fund for The Children’s Museum Menotti Family Fund Robert A. Montesano Memorial Fund New Hartford Public Library Endowment Fund North Country Public Radio Fund Peg O’Dowd Memorial Fund Marie A. Russo Fund Dr. Abraham L. & Ruth Shaheen Family Fund Corporal John P. Sigsbee Memorial Fund YWCA of the Mohawk Valley Pool Fund

DONOR ADVISED FUNDS — giving often, giving to many 20

Advised funds are established by donors who wish to recommend grants to a variety of charities. These funds can be endowments (spending from income) or the donor may opt to spend principal as well for more flexibility.

Danny Adams Fund Peter J. Adasek, M.D. Little Falls Fund Richard E. Alexander, Jr. Family Fund William & Paula Bentley Charitable Fund Blue Mountain Lake Fund William L. Boyle, Jr. Fund Bull Family Fund

Funds continued . . .

Capital Investments Fund Matthew A. Carton Fund Clark Family Community Fund A. Richard Cohen Family Fund J. Leo & Helen B. Coupe Fund Credit Bureau of Utica Fund Marx Q. Cristman Family Fund Ronald & Sheila Cuccaro Family Fund Christopher P. Destito Memorial Fund Senator James H. Donovan Memorial Fund Alfred & Elizabeth Duffy Fund Estate Planning Law Center Charitable Fund Beatrice Cavaretta Faga Fund Charles A. Gaetano Family Fund Lawrence T. Gilroy Jr. Fund Giotto Family Fund Give Back To Utica Fund David & Janet Griffith Family Fund J.K. & Hedy Anne Hage Family Fund Richard & Kimberly Hanna Fund Donna & George Herthum Family Fund Nancy Windrath Hinman Memorial Fund Madeline & Joseph Hobika Family Fund Hummel Family Fund Charles Henry Ide & Georgiana Roberts Ide Fund Charles A. Kaplan Family Fund Gabriel, Joseph & Lila Mandour Karam Fund Keller Family Fund Christopher & Virginia Kelly Family Fund

Dean & Eva Kelly Fund Marion LaFaro Fund Alan and Connie Leist Family Fund John J. and Janice S. Livingston Fund Dr. James C. Locke Memorial Fund Harry H. and Martha S. Love Fund Doug & Donna Lynch Fund Macartney-Wallace Family Fund Mandour Fund Howard A. Jr. & Bradley E. Marsh Family Fund F.X. Matt II Memorial Fund Nicholas & Susan Matt Family Fund Ted & Melva Max Family Fund Albert S. Mazloom Family Fund Andy Mazloom Fund Bruce C. & Eleanor H. McLean Fund Mele Family Fund Henry & Nancy Morehouse Fund M&T Bank/Partners Trust Bank Charitable Fund Janice Luck O’Connor Friends Fund James C. O’Shea Family Fund Joan B. & William F. O’Shea Family Fund Anne M. & Carl A. Panasci Family Fund Mary Alberico & Anthony J. Paparella Memorial Family Fund F. J. Pugliese Family Fund Earle C. Reed Fund Rome Rotary Benevolent Fund Root Family Fund

George and Jane Rossi Fund Saunders Kahler LLP Charitable Fund Steven D. Smallen Fund Staffworks Charitable Fund John B. & Margaret T. Stetson Fund Strategic Financial Services Charitable Fund Stephen & Judy Sweet Family Fund Jacque & Terry Tolles Fund Margarets Gaffney & Van Waes Fund Violet Fund Town of Webb Fund Richard L. & Jean P. Williams Fund Wolfe-Smith Fund Wadih & Juliette Zogby Family Fund

FIELD-OF-INTEREST FUNDS — targeting a cause These funds focus on the donor’s area of interest — issues or concerns such as helping children, benefiting the arts, promoting health or supporting a certain geographic area. Only grants that match the field of interest are made from these funds.

Robert Ablett Memorial Fund Anonymous Fund William and Gladys Becker Fund Brigham Family Fund

Andrew J. & Bertha W. Burdick Fund Burrell Fund Casimir S. Butnoris Fund Katherine Brigham Callanen Family Fund Child Care Fund Ellen Knower Clarke Fund Clothing Bureau Trust Fund Community Leadership Fund Corporate Partners Fund Helen Ney Best Crouse Fund Harry F. Dise Fund Franklin J. Ely First Lake Foundation Fund Robert R. & June F. Farrington Fund Faxton Street Home Fund Maude M. Foley Fund (NSDAR) FORCE/Friends of Roman Catholic Education Fund Genealogy & Local History Fund George H. Gschwind Fund Greatest Generation Fund Douglas J. Grant Fund Frederick B. Griffin Jr. Fund Dr. Robert D. Hubbard Family Fund Francis J. Jenny Fund Paul J. & Rosemary Maphia Fund for Children Martin - Gifford Memorial Fund Mohawk Valley Healthcare Foundation Fund Priscilla P. Norris Fund Novogurski Family Fund for Dolgeville

“We are a catalyzing force and partner for positive change.”

RICHARD CALLAHAN, COMMUNITY LEADERSHIP & STRATEGIC INITIATIVES COMMITTEE CHAIR

Rotary District 7150 Dr. Clarke T. & Ruth Case Scholarship Fund John D. & Jane B. Schafer Fund Sinnott-Sheldon Fund Wesley & Marion Small Fund Harrison S. Sweet Memorial Fund George Upson Fund Utica Dispensary Fund Herman and Mary Weyer Memorial Fund William J. Wiley Fund John Winter Family Fund

SCHOLARSHIP FUNDS — supporting our youth These funds support undergraduate education, professional development and enrichment opportunities. The school, the criteria and the fund name are usually chosen by the donor.

Lynn Beaton Memorial Scholarship Fund DG & BF Benson Scholarship Fund James Blackshear Memorial Scholarship Fund William L. & Gladys K. Boyle Memorial Scholarship Fund Alfreda J. Butnoris Scholarship Fund Leonard J. Capuana Scholarship Fund Barrett Williams Couper Endowment Fund

21

22

Credit Bureau of Utica/Rome College Foundation Fund Credit Bureau of Utica/Utica Dollars For Scholars Fund Crown Point CS & Moriah CS Scholarship Fund Cunningham Fund for Thea Bowman House Scholarships Angela L. & Orlando A. Destito Memorial Scholarship Fund Christopher Harding Donalty Scholarship Fund Senator James H. Donovan Scholarship Fund Patricia F. & William M. Dwyer Memorial Scholarship Fund Peter D. Fraser Memorial Scholarship Fund Laura J Gribneau Memorial Fund Hayes-Couper Fund Holland Patent Medical Scholarship Fund Andrew Kates Memorial Scholarship Fund Kazanjian Family Scholarship Fund James V. Knight Memorial Fund Maphia Scholarship Fund Mele Scholarship Fund Donald J. Mitchell Family Fund richard W. Mitchell, II Memorial Fund Mohawk Central School District Class of 1977 Scholarship Fund Mohawk Valley Healthcare Foundation, Inc. Scholarship Fund

Funds continued . . .

New Hartford Alumni Assn. Mem. Scholarship Fund Pugliese Society Charitable Fund William B. Recknall Memorial Fund Robert and Grace Reed Memorial Scholarship Fund C. R. Roberts Memorial Scholarship Fund Jeanne Louise Ulrich Romano Memorial Scholarship Fund Edward Peter Sidelko Scholarship Fund Sgt. Christopher Curtis Simpson Memorial Fund Louise Chapple Tanzer Scholarship Fund UFA Alumni Association Fund Mildred Usher Memorial Fund Utica Dollars For Scholars Fund Robert G. & Emelia C. VanDerWarker Fund Mary Ann P. Vickers Memorial Family Fund William & Bonnie Waldron Nursing Scholarship Fund

The Community Foundation Where a Gift Gives Forever

___________________

Trust and Certainty

Donors who wish to pursue a charitable passion, honor a loved one, or establish a family tradition of giving can design a fund to suit their needs.

We offer a variety of fund options, all available with a minimum gift of $10,000. The fund can be started by giving the minimum all at once or as an Acorn Fund, by giving over three years with an initial gift of $5,000.

The Community Foundation provides a simple, powerful and highly personal approach to giving.

We are a connecting partner — helping you, our donors, identify and support causes that reflect your personal values and priorities.

We are stewards — following your specific instructions to solve problems, lift the human spirit and anchor the community.

We make giving easy by providing a wide range of giving vehicles: cash, stock, property, life insurance and real estate. Charitable donations can be made during your lifetime or planned for the future through your estate. Gifts to The Foundation benefit from the maximum tax advantages and are appreciated regardless of size.

Fulfilling Your Charitable Goals We offer a variety of fund types through which you can address your charitable vision: a Field-ofInterest, Designated, Donor-Advised or Scholarship fund; or you can create an Unrestricted fund and allow our Grants Committee to use its expertise in responding to the most urgent current community needs.

Over the past 50-plus years, we have established funds for donors concerned about virtually every type of human or societal need.

The grants report starting on page 6

indicates the multitude of causes that benefited from our funds in 2010.

Bequest by Will Including a charitable bequest in your will is an easy way to transfer assets to charity and make a lasting gift to your community. When you make such a gift to The Community Foundation, we establish a special fund that becomes your personal legacy (also see Legacy Society on page 36).

You create the legacy while continuing to enjoy the assets you need to maintain your current lifestyle. What’s more, you are able to re-distribute some or all of your assets tax-free.

Examples of language that can be used in your will for a bequest can be found on The Foundation’s website or provided by our staff for use with your professional advisor.

Ways to Give Lifetime Gift: Watch your philanthropic dollars make a difference and make a personal connection to your community by establishing a fund now.

Retirement Fund: Gift the assets from your retirement fund by naming The Foundation as a beneficiary. You can start a philanthropic fund and receive a charitable deduction.

Bequest: Leave a legacy by making a long-lasting gift through your will.

Life Insurance: The Foundation can be designated as the owner and/or beneficiary of the policy.

Charitable Remainder Trust: Receive income from a trust and designate the remainder to create a philanthropic fund. You receive an immediate charitable deduction for a portion of the gift and may avoid capital gains taxes.

General Gifts: Cash or stock gifts of any size are welcomed and appreciated at any time. They can be made in honor or memory of a special person or event in the donor’s life, and can be added to an existing fund or placed in the general endowment.

Charitable Lead Trust: Create a trust that stipulates a dollar amount to go to charity over a specific period of time. At the end of the trust term, the principal of the trust passes back to an individual beneficiary.

For More Information More information about giving through The Community Foundation, including starting a fund, leaving a bequest or making an online gift, is available at www.foundationhoc.org or by calling us at 315-735-8212.

Rising Stars Soccer Club of Central New York

24

Fun, competition and team-building experiences come together for youngsters of all ages at the Rising Stars Soccer Club.

Representing them are, left to right, Amber Lundrigan, Rob Talerico, Dylan Hannaford, Jordon Conestabile and Joe Talerico. In the foreground, white jersey, is Jonathan Dillon.

Standing, back row, is club president and co-founder Frank Conestabile.

The Love of

Take the love of a game, help youngsters at all skill levels become better at it, create an atmosphere promoting teamwork and trust — on and off the field — and you begin to understand what the Rising Stars Soccer Club of Central New York is all about.

Located in Westmoreland, the club’s three-field indoor facility hosts some 170 teams comprised of over 2,500 young people from communities across central New York.

A grant from The Community Foundation’s Rosamond G. Childs Fund supported construction of the complex, and grants from the John A. Storm and Marjorie D. Wagner funds helped build an outdoor pavilion.

a Game — and Beyond

25

2010 Donors

A 26

A&L Storage, LLC A. Richard Cohen Family Fund A. Vitullo, Inc./Ronald Vitullo Shannon D. Acquaviva Katharine Adams Adirondack Bank Adjusters International/Basloe, Levin & Cuccaro Ltd. Mary Carol S. Aiello Kay I. Albright Ann Allen Raymond and Linda Allen Allied American Abstract Corp./ Nicholas Vescio Thomas Almeida and Sarah Fraser Almeida Carol A. Altimonte

Al Amendolare American Ukrainian Veterans & Mens Club, Inc. America’s Charities/Michael Dorn AmeriCU Credit Union Board of Directors Andy Mazloom Fund Robert and Lynne Angelicola & Family Gerald J. Archibald Betty Arcuri Heather Arcuri Kathleen A. Arcuri Rocco F. Arcuri Arcuri for Congress Committee James and Eleanor Armstrong Arts Guild of Old Forge, Inc. Dolores P. Assaro Rosemary Assaro Assured Information Security, Inc. Joyce M. Astafan AT&T United Way Employee Giving

Campaign/Gary Kahler Lisa Augustine Automation Experts, Inc./Arthur Pyrda

B

Francis and Doris Ann Badolato Ellen Baer David A. Bagley, Esq. Miriam Z. Balutis Frank and Victoria Balzano Rabbi and Mrs. Henry Bamberger Bank of America Bank of America Matching Gifts Bank of Utica Foundation Michael and Carol Bannigan Howard and Terry Baran

John and Genie Barry Joshua and Jennifer Bartlett Dr. and Mrs. Gordon H. Bashant Jr. Virginia Batchelder Battle of the Bulge Veterans Mohawk Valley Chapter 28 Lori A. Baynes David Beaton Edward and Kathleen Beaver Paul Bednarz Beeches of Rome, Inc. Beatrice H. Begent Ruth L. Begent Joseph and Mamie Bello Michael and Rose Benedetto Francis and Barbara Bennett Linda Bennett Bernice F. Benson Sam and Laine Berardino Timothy and Kimberly Birnie

“We commit ourselves to inspire giving in our region.”

ELAYNE H. JOHNSON, DIRECTOR OF DONOR SERVICES

Estate of Mabel W. Bishop Susan Hyde Bishop James and Kathleen Blaney Drs. Sidney and Susan Blatt Carl and Jean Blim Sandra J. Bliss Robert and Marilyn Blocher Bette Yorra Bloom Art and Chris Blymiller Mr. and Mrs. Robert Bojanek Bo-mar & Armstrong Builders, LLC David and Regina Bonacci Michael and Rosemary Bonacci Carrie Bonanza Richard and Grace Bottini Charles and Elizabeth Bowler Dr. William L. Boyle, Jr. Margaretta Millar Brace Maxwell Brace III Roderick and Kathleen Brace Hope T. Bradbury Dr. and Mrs. Edward B. Bradley Dolly Bragg Jacqueline L. Bragg Fay W. Brandis Joyce C. Brindisi Brindisi, Murad, Brindisi, Pearlman, Julian & Pertz, LLP Martin J. Broccoli Barbara Falatico Brodock Bruce and MaryAnn Brodsky Brothertown Scholarship Fund Inc. Hon. and Mrs. James Brown Marlene B. Brown Natalie L. Brown

Susan Brownell Eleanor V. Bruce Ronald S. Bucciero Roswell Buckingham Margaret Buckley Bulnic Consulting LLC Bunch for Lunch Dr. Lawrence M. Burgreen Claire C. Burns Daniel and Pamela Burns Leighton R. Burns, Esq. Mr. and Mrs. Henry J. Bush Pamela C. Bush Keith and Joyce Butters

C

Mary Rose Cahalan Rosann Caivana Wendy Caliguire & James Sylvester Richard and Susan Callahan Rosaria A. Callahan John and Beth Calogero Judith A. Calogero Camden Cycle Riders Wayne Campbell and JoAnn Adamovich Capitol Group LLC/Nick Barrella and Tim Sheridan Donald A. Capoccia Pete and Gert Capponi Gerard T. Capraro Nicholas and Marilyn Capuana Carbone Auto Group

Peter G. Carchedi Patricia A. Carey Kimberly A. Carrier Carton Foundation Bernice E. Caruso Estelle Caruso Joseph P. Caruso Philip M. Caruso Anthony and Suzanne Carvelli Mr. and Mrs. Anthony J. Casale Laura and Philip Casamento Ruth Case Helen D. Casey Fred and Mary Castronovo F. Paul and Linda Cataldo Cathedral Corporation/Marianne Gaige Dominick and Christine Celia Samuel and Mary Celia Victoria M. Celia CPA Central Association for the Blind & Visually Impaired Michael T. Cerminaro Julie A. Chanatry Edmond and Karen Chapple Charles A. Gaetano Construction Corp./ Bill and Brian Gaetano Charles T. Sitrin Health Care Center, Inc. Children’s Corner at Rome, Inc./ Board of Directors Amy Christmas Arthur R. Christopher Colleen W. Cianfrocco Janet L. Cidzik Donald and Dolores Cieri

Scott D. Cifonelli Donald E. Cinque Johann Ciotti & Family John and Carol Clancy Virginia B. Clarendon Harold and Amy Clark Christopher Cline Clinton Central School District Foundation Vincent Coccia Family Jennifer and Zane Cofield Linda Cohen Neil and Muriel Cohen Sarah Cohen Mark and Gina Colangelo Louis and Alice Colasanti John and Marge Collis Claire M. Colosimo Communications Workers of America Local 1126 Frank and Shari Conestabile Aims C. Coney III Rita P. Coney Sebastian M. Convertino Frank and Sally Cook Sherry A. Cooperman George and Toni Coote Mr. and Mrs. R. Patrick Corbett Cordo & Company, LLC/John L. Cordo & Steve W. Harris Michael Corn and Jan Den Hamer Corn John David Cornell Coughlin Giambrone Mrs. Richard W. Couper Lori Ann Cozza

27

Harvey and Helen Cramer Credit Bureau of Utica Fund Douglas and Barbara Criss David and Barbara Critelli Louis and Leona Critelli Christopher J. Crolius Ronald Cuccaro Earl R. Cunningham Thomas C. Curnow John L. Curry, Jr.

D 28

Dr. and Mrs. Albert D’Accurzio Joshua Dahlin Cap and Midge D’Aiuto John E. Dale, Jr. Michael V. D’Ambro Rudy and Anne D’Amico Ronald and Frances D’Amore Michael and Evy Damsky Burt and Edie Danovitz Philip and Livia D’Antonio Mr. and Mrs. Albert Darcangelo Alan C. Davenport Margaret E. Davies Adell Davis Ann Lipinski Davis

James and Sharon Davis James and Bronwyn Davis Richard F. Davis Joseph A. DeAngelis Richard F. DeAngelo James and Angela DeBella Geno M. DeCondo Joseph B. Defina Laraine Dell Delta Investigations Mr. and Mrs. Al DeLucia Jack and Alyce Demma Diane H. Denison David and Leigh Denton Marc & Jamie DePerno Dr. John and Mrs. Ellie Destito Judith A. Destito Mr. and Mrs. Mark A. Destito Paul and Patricia Destito Madam Commissioner RoAnn Destito John and Cynthia DeTraglia Joan A. Dewar Robert E. Dicker Jessie H. Didio Dianne DiMeo Thomas P. DiNapoli Rich Diodati John and Jeanette Dominic Hon. and Mrs. Barry Donalty James and Sandy D’Onofrio

2010 Donors continued . . .

Barry C. Donovan James and Janet Donovan Karen A. Donovan Michael and Maureen Donovan Patrick J. Donovan Ava Dorfman Colleen E. Dowd Reverend Paul J. Drobin Mr. and Mrs. Ronald Duda Gary and Catherine Dumka Paul and Anne Dunn Frank and Elizabeth DuRoss Carol Dwyer Gloria T. Dybas Adolph F. Dymon

E

Ralph and Laura Eannace Jeremy W. Earl Neil and June Eberley Bernadette Eichler Keith and Benita Eisenhut Joseph D. Elacqua ELG Utica Alloys, Inc. Mark and Marcia Elias Elsie & Marvin Dekelboum Family Foundation, Inc.

Richard and Ginger Emmert Empire Merchants North, LLC Mark and Christine Esposito John Dwight Evans Kirk Evans and Nancy Shaheen Excellus BlueCross BlueShield Excellus Health Plan, Inc. Edward A. Ezick

F

F.X. Matt Brewery Co. Gregory J. Facciolo Frank D. Faga Rocco and Monica Falitico Mr. and Mrs. Peter C. Falzarine Salvatore and Marcia Famolaro Arman Farmanian Fastrac Markets Faxton St. Luke’s Healthcare Featherstonhaugh, Wiley & Clyne, LLP Irving and Rebecca Feldman Barbara A. Felice Lori Felice Philip and Lori Felice Felice Trucking Service Keith and Cara Fenstemacher Mr. and Mrs. Daniel Ferens

Sandra R. Ferro Fiber Instrument Sales, Inc./ Mr. & Mrs. Frank Giotto Dr. and Mrs. Saul Finer First Niagara Bank First Source Federal Credit Union John and Helen Fisher John H. Fitzsimmons Ruth Flanders Steven and Cynthia Flanders Paula J. Flisnik Ford, English Financial Group, LLC Fort Schuyler Club Frederick and Phyllis Foster Carol J. Fox Anthony and Rosemarie Fragapane Frank J. Basile CPA’s P.C. Frank J. Steczko Post Inc. Robert and Elizabeth Fraser Fred Burrows Trucking & Excavating, LLC Friends of Paul Tokasz Friends of Sgt. Christopher Simpson Friends of Tony Picente Michael W. Fries, M.D. & Tanna Fries Sharon F. Frisbie Bernard and Maxine Froio Sarah H. Frost Carol M. Fuchs Estate of Ferne G. Fuller Fust, Charles, Chambers LLC

G

G.W. Canfield & Son, Lithographers Brian and Sandra Gaetano Charles and Connie Gaetano M. J. Gaetano Joseph and Ann Gale Sandra R. Galef Stephen Gannon Hon. Anthony J. Garramone Santo Garro Robert S. Garver John and Michelle Gaspa Elizabeth B. Gaylord GE Foundation/Matching Gift Program Carole H. Gehrig Diane Gehrke General Contractors Association of New York, Inc. Genesys Consulting Services, Inc. Francis and Rosemary Gerace Getnick Livingston Atkinson & Priore, LLP Charles R. Getty, Jr., Esq. Hon. Louis P. Gigliotti Gale C. B. Gilbert Karen E. Gilbride Gilroy, Kernan & Gilroy, Inc. Frances K. Gilroy Frank and Margaret Glasso

Shirley Frank Glick Joseph and Marilyn Goetz Sherry R. Goldstone Robert and Wanda Goodrow Stephen and Julie Gorczynski Dr. and Mrs. Frederick H. Grabo Michael and Maryann Graham Buddy & Pam Grasso, Sara Lopez and Joan Cannarozzi David and Janet Griffith Senator Joseph and Mrs. Lorraine Griffo George and Nancy Grisham Mike Grogan and Debbie Adamo Dana Guernsey William and Luba Guglielmo

H

Mr. and Mrs. Robert H. Haberer J. K. and Hedy Hage Jay and Debra Hagenbuch Paul and Patricia Hagerty Mr. & Mrs. Zain Haider Ray Halbritter Paul and Michele Haldeman Estate of Rodger G. Haley Walter C. Handy, Jr. L. Patrick and Patricia Hanemann

“We produce significant, widely shared and lasting results.”

JAN SQUADRITO, SENIOR PROGRAM OFFICER

Thomas M. Hanley Richard and Kimberly Hanna Ann S. Hapanowicz Sally Harder Fred and Cheryl Haritatos Gail Belden-Harrington Hart Settlement Group, Inc. Paul and Patricia Hartnett Steve and Kathy Hartnett Douglas W. Harwood Charles J. Haskin Gordon M. Hayes, Jr. Patricia Ann Hays David and Linda Hazelden Hazen B. Hinman Sr. Foundations, Inc. Stephen and Alice Heffron Roger W. Herbowy Herkimer Area Resource Center Arlene Hernandez Harry and Janet Hertline Samuel and Nancy Hester Hewlett-Packard Company Foundation Margaret A. Hilborn Colonel James G. Hill Jacqueline B. Hinge Jeffrey and Suzanne Hinman Joan M. Hinman Kirk and Linda Hinman Mark and Kiki Hinman Nichole Hinman

29

30

Sally Hinman Linda M. Hoag John H. Hobika, M.D. Joseph and Madeline Hobika Joe and Jane Homburger Kathy S. Houghton The House of the Good Shepherd Diane M. Howe HSBC Philanthropic Programs Ann E. Hubbard Patty Hudak Robert and Maureen Hughes Harrison and Judy Hummel Thomas and Liisa Humphrey Carolyn Hund Joseph Hunt Lucretia D. Hunt

I

Charles H. and Georgiana R. Ide Ralph J. Imundo Insight House Employees Jacqueline M. Izzo Joe and Carol Izzo

J

David Jacobowitz Leah Jacobs Marilyn E. Jacox Hon. Ellen Jaffee Robert and Sheryl Janes Jay-K Independent Lumber Corp.

Martha R. Jennings Norman and Jean Jensen JoAnn Longo Realty John C. Delbuono, Inc. Elayne H. Johnson Grant E. Johnson, Esq. Andrea G. Johnston Bonnie Johnston Burton W. Jones Dale and Carol Jones David and Ingrid Jones Wardwell M. Jones Dr. Joanne M. Joseph Joseph & Inez E. Carbone Foundation/ Carbone Family

2010 Donors continued . . .

K

Gary and Camille Kahler John and Sylvia Kahler Milton Kahn and Elizabeth Herrick Mr. and Mrs. Charles Kaplan Ibrahim Karagic Mrs. John Karl Jeri C. Kaskoun Jay and Sue Kasofsky Dr. Martin Katahn and Mrs. Enid Katahn Barbara S. Kates Miriam Kazanjian John and Jody Kehl Charles S. Kelly Dean and Eva Kelly Kevin and Nancy Kelly Robert D. Kelly Catherine D. Kenneally James S. Kernan, Jr., Esq. Mr. and Mrs. Leslie W. Kernan Mary Angela Kernan Maryellen Faga Kieffer Kindt Financial Services/Michael Kindt King Pin Lanes/Craig Vogel and Paul Panek Thomas and Darlene Kirkpatrick David and Belinda Klein John and Barbara Klein Richard J. Klockowski, DDS

Kathleen E. Klosner Dr. Donald Knapp Patrick and Marcia Knapp William and Jill Koch Robert J. Kopek Drs. Jehangir and Maneck Kotwal Edward and Melissa Kowalsky Estate of Melvin L. Kowalsky William Kozick & Family Toni M. Kravec Henry P. Kroeger George and Pinny Kuckel Kulinski-Faga Fund/Paul Kulinski & Barbara Faga

L

Joseph & Eileen LaBarbera Nicholas and Joan LaBella Frank LaBuz Fern D. Ladd Barbara M. Lambright John and Sigrid Lanigan Phyllis Lasher Gilles and Carolyn Lauzon C. Edward Lavin and M. Suzanne Lavin David and Diane Layne Beatrice Lazovik

Leatherstocking Abstract & Title Corp./ Paul Drejza Legislative Womens Caucus Alan and Constance Leist Pasquale and Leslie Leone Tony and Mary Rose Leone Earl Lewis Life Insurance Council of New York, Inc. John and Diane Ligas Sheri Lippowitsch John and Janice Livingston William F. Locke Donald and Helen LoGuidice Anne M. Lombard & Maria Lombard Richard A. Lombino Angeline J. Longo Carol A. Longo Dominick and Dorothy Longo JoAnn Longo Joseph J. Longo Stephen M. Longo Virginia H. Lowery Watson and Elizabeth Lowery Mr. and Mrs. John Lucarelli Dennis and Michele Luciano Paul J. Lupia, Esq. Andrea Lynch, Esq. Lynn H. Boillot Family Fund

M

M. Griffith Investment Services, Inc. Linda Macartney Bill and Linda Macartney Janet M. MacCallum DVM Mack Goldner Memorial Foundation/ Mr. & Mrs. Frank Marracini Maurice and Janet Maggiolino William B. Magnarelli David and Jane Mahoney Monica Stawarz Maier Dale and Sharon Major MAMI of CNY, Inc. Stephen and Amanda Mandia W. Anthony and Carol Mandour Paul and Rosemary Maphia Samuel and Anita Marchio Ken and JoAnn Mariano Joel and Marla Marmelstein James R. Marscher Terry, Sue and Courtney Marsha Gerard Marsicano and Catherine Nolan Helen Brucker Martin Masonic Care Community of New York Jean M. Mastrangelo Mr. and Mrs. Louis Matrulli F.X. III and Pamela Matt J. Kemper and Angie Matt

Lillian D. Matt Nicholas and Susan Matt Peter and Robin Matt Joseph and Marguerite Maurer Maverick Capital Foundation Susanne W. Max Theodore and Melva Max Albert S. Mazloom Peter and Sharon McCarthy Deborah A. McDonald Gerald T. McDonald, Esq. Tom and Theresa McGibbon Michael and Jill McGlynn Ann M. McGowan Christopher and Deborarh McGrath Catherine A. McGuiggan Robert and MaryAnn McInerney Gardner and Lynn McLean Mary Ann McLean Nancy McNair Lurena A. McNamara MedAmerica/Bill Jones Raymond and Kimberly Meier Kathleen M. Menaguale Larry Mercurio Meridian Group of New York, Inc./ Ross Kraft Chuck and Mary Faith Messenger Microsoft Matching Gifts Program/ Jorge Novillo & Paul Essene Rocco A. Migliori

“We govern and operate The Foundation in ways that exhibit and foster trust, integrity, accountability and good practice.�

GEORGIANA ROBERTS IDE, IMMEDIATE PAST BOARD CHAIR

Charles Millar Florence K. Millar Peter and Anne Millard John and Karen Miller John and Roberta Millet Jean Millington and Janet Fulgieri Hon. Joan L. Millman Betsy Harvey Minutti Marguerite D. Mirante Ronald and Kathleen Mocko Mohawk Adirondack & Northern RR Corp.

Mohawk Hospital Equipment, Inc. Mohawk Valley EDGE Mohawk Valley Healthcare Foundation, Inc. Mohawk Valley Regional Office of Empire State Development Anthony and Louise Montalbano Dorothy Montesano Robert and Lynn Montesano Brian and Marjorie Moore Jennie Waldron Moore David Morehouse Nancy B. Morehouse Elizabeth A. Moreland Jennie (Kamaley) Morette William A. Morgan Robert O. Morris Thomas and Jean Morris Richard & Bea Mosseau Mr. and Mrs. John J. Mox Matthew Mulcahy & Jamie Pomilio

31

Mulcahy and Dorothy McGuinness Patricia I. Mundschenk Sally Mungari and Donna Mungari Teresa M. Murad Robert and Sonja Murdock James and Sheila Murphy and Family Mary Murphy & Eileen Caver Jennifer Muthig

N 32

John and Maureen Nash NBT Bank Gloria Nelson & Family Philip K. Nemeth New York State Funeral Directors Assoc. Inc. Cathy Newell and Richard Walters Newport Hospitality Group, Inc. Raymond and Liza Ng Tricia Nicholson-Scully Michele J. Nizzi David and Doris Nolan Frederick A. Normand Angie Novak Dr. and Mrs. Murray L. Nusbaum NYSTEC

O

Michael and Donna Occhipinti Janice Luck O’Connor Paul & Shirley Oddy Lawrence and Mary Odell William T. O’Dowd Paul and Carol Ohlbaum Olimarang Realty, Inc. Joe and Kathleen Olney George J. Olney Robert H. Olney Diana C. O’Looney Oneida County Board of Legislators Oneida County Chapter ESRTA Oneida County Democratic Committee Oneida County Volunteer Firemens Association Sharon L. Opper Original Ferlo Bakery/David & Carmen Ferlo Oriskany Fire Department Tracy and Melissa O’Rourke Brendan and Bonnie O’Shea Brian and Peggy O’Shea Justin and Laura O’Shea Gavan and Molly O’Shea and Family Peggy O’Shea Gertrude M. Owens

2010 Donors continued . . .

Lynn M. Owens Owl Wire & Cable, Inc.

P

Pacemaker Steel & Piping Company, Inc. Joyce Oster Palmer Palmer Food Services Paul and Cynthia Panara Charles L. Pankiewicz Edward and Barbara Paparella Emil and Janet Paparella Francis and Annette Paparella Kenneth and Kimberly Paparella Mr. and Mrs. Michael Paparone Helen Ryder Paratore Renny and Donna Parker Parkway Drugs of Oneida Co. South, Inc. Christa H. Parry Peter Patala and Jean Fontana Chester L. Patrick, Jr. John and Lisa Pauba Hon. Amy R. Paulin Robert A. Payne, Sr. Victor and Eva Pearlman Carmen and Victoria Pecheone Paul and Paula Pera Joe and Susan Peraino

Augusto Perez and Brenda Calderon Frank and Joan Perez Russell Petralia and Linda Romano Petrone & Petrone P.C. Pfrimmer Family Hon. Audrey I. Pheffer and Mr. Glenn Riddell Kathleen A. Piccola Rose Picente Donald and Ellen Pierno Pippin Hill Garden Club William and Rose Pirillo Douglas and Karen Pirnie Judy Plumley and Terry Pickard Suzie Pollak Anthony K. Pomilio Daniel and Helen Popeo Deborah Popovich Bob Porter Michael and Deborah Potrzeba Donald B. Potter Timothy and Colleen Potter Margaret M. Preston Professional Services Teams at CXtec & TERACAI Grace A. Pruitt Leonard and Dolores Pugh Frank Puma and Sharon Rappa Puma Dr. and Mrs. James H. Putnam

Q

Quanterion Solutions, Inc. Debra J. Quattrini John and Barbara Queirolo

R

Patrick and Mary Radel Edward and Sheila Rakowski Mr. and Mrs. Dale Rashford Mark and Deborah Raulli & Adam Marie A. Raymonda Earle C. Reed Russell and Linda Reed Timothy and Cynthia Reed REM Fire Systems, Inc. Judith Reusswig Robert and Cynthia Reynolds RFA Touchdown Club Corinne Ribble and Robert Simpson Richard and Ramona Rice Robert and Gail Rice Mark and Kathleen Rich Jennifer D. Richard G. Patrick and Caroline Richardson Richard and Patricia Riedel

Eric and Carol Ringdahl Joyce A. Riolo Mary Ann Rizzo and Carolyn Rizzo RMH Services, Inc. Peter and Vinnie Rocci Charles and Maureen Roe Kerry and Mary Jane Rogers F. Eugene and Loretta Romano John and Jackie Romano Paul Romano Rome City School District Board of Education & Staff Rome Plumbing & Heating Supply Co., Inc. Rome Republican City Committee Rome Teachers FCU Alice Root and John Dahlin Phyllis D. Rosenthal Dr. and Mrs. Donald J. Rosinski Rotary District 7150 Outbound Class of 2010-2011 William and Peggy Rotton Julia H. Rowan Stephen and Michela Rowan Leslie Rowland and Fritz Hager Virginia Rowland Roger Rowlett and Mary Jane Walsh Ruan Transport Corporation Joyce S. Rucker William J. Rudge III Ann E. Rushlo Denise M. Russo

Joseph and Nancy Ryan Thomas and Anne Ryan

S

Frederick Sadallah, Jr. Mr. and Mrs. Vincent J. Salatino, Jr. Filomena P. Salsbury Denise and Carmen Salvatore Jill T. Sandhaas Saunders Kahler, L.L.P. Lt. Col. Enid H. Savett Frank and Alice Savino Scala & Roefaro Funeral Home, Inc. Mr. and Mrs. Anthony J. Scalzo Gary and Marcia Scalzo James and Caroline Scanlon Richard and Carlile Schneider William and Nancy Schrauth Stuart I. Schwartz Frank and Rachel Sciortino Scolaro, Shulman, Cohen, Fetter & Burstein, PC Robert E. Scully Robert and Mary Scully Howard P. Sears Jr. Phil Sears & Valerie Badger and Aaron Sabino

Thomas and Winifred Sears Sears Oil Co., Inc. Mary Ann Boyle Seitz SEIU 200 United Nancy A. Seller Senator James H. Donovan Memorial Fund Lara Sepanski and Fernando Pimentel Charles and Christa Serafin Mr. and Mrs. Virgil N. Sestito George T. Sfeir Shadowfax Charitable Fund Reverend Joseph J. Shaheen Monet J. Shaheen Robert N. Sheldon Peter and Frances Sheridan Linda M. Shields Kenneth L. Shilkret Hon. & Mrs. Norman I. Siegel Marsha Silverman Samuel and Nancy Simbari Edward and Lowerre Simsarian Estate of Roger J. Sinnott John J. Sitts Marilyn A. Skermont Dr. Herb and Mrs. Cheryl Skogland Edward J. Smith John and Mary Smith Mary Ann Smith Myra A. Smith Richard L. Smith Dr. Robert S. and Sheila Smith Fund

33

34

T. Gunter Smith Rick and Paula Sobolewski Stan and Amy Solomon Carol H. Sours Sovena USA Inc. /Staff Christine E. Spano Dr. and Mrs. Thomas F. Spath Robert and Sadieann Spear Michael Sprague and Courtney Taurisano-Sprague The Springate Fund Charles and Gretchen Sprock Jan M. Squadrito St. Paul’s Church/Reverend Robert L. Kelly Edward and Heather Stafford Staffworks, Inc./Anita A. Vitullo Richard and Karen Stapleton Carol W. Steele Arlene Cohen Stein Sherman Stein John A. Stemen David and Jane Stephan Helen E. Stepowany William and Elizabeth Stevens Paul and Joanne Stillman Mr. and Mrs. Bruce Stirling Allen R. Strain Strategic Financial Services, LLC Strategic Investment Advisors, Inc. Mr. & Mrs. Jeff Streifert & Family Joan E. Stuhlman

John and Kristen Sullivan David and Barbara Swanson Steve and Judy Sweet Michael W. Swiercz Dolores A. Swinney Syracuse Auto Dealers Association, Inc.

T

Mr. and Mrs. Frank Tallarino Richard and Elizabeth Tantillo Douglas and Laura Tardugno Therese L. Tardugno John and Joelle Taylor Teamsters Local Union No. 182 Teddy’s Restaurant Inc./Friends of Christopher Destito Louis and Laura Tehan Ten Nails & Tanning Salon/Sue Braxton Edward and Jane Terrill Mello and Cynthia Testa Carl and Colleen Thomas Carla P. Till Jesse Tobiasz & Family Robert Tobiasz Tobiasz Family Partnership Mary P. Tomaselli Kenneth and Debra Tompkins

2010 Donors continued . . .

Paul D. Tonko Town of Webb Historical Association Carolyn Trela-Ferlo Kevin and Janet Twomey

U

Joseph and Ann Ulman United Way of Central New Mexico/ Deborah Peacock & Nate Korn United Way of the Valley & Greater Utica Area United Way/Chip Hemmel United Way/Jessie Verna United Way/Sharon Eghigian UPS Foundation, Inc. Raymond and Maureen Urtz Utica Commercial Truck Body Builders, Inc. Utica First Insurance Company Utica National Group Foundation, Inc. Pauline M. Uvanni

V

Dale and Eve Van de Wal Devere L. Vandervort Vandervort Group, LLC Sheila O. Vandeveer Don and Dolores Vandreser Donald and Margaret VanWaes Merritt S. Vaughan Mr. and Mrs. C. Michael Vecchio Joseph Vescio and Kathleen Perez George Vickers Hon. and Mrs. William M. Virkler Donna M. Vitagliano Louis and Elaine Viviani Joyce M. Vlaic Barbara M. Voelkle

W

John W. Wade John and Sherri Walczak Richard and Nancy Waldron William and Bonnie Waldron James and Patricia Wallace Wallen Family Julia Walters

Jacqueline D. Warmuth Gary and Mary Warshefski Don and Martha Washburn P. Gary and Patricia Washburn George and Shirley Waters John and Karen Waters James and Betsey Weaver Dr. & Mrs. Thomas P. Webb Ann K. Weidenfeller Shawn and Erin Weiman Carolyn O. Welch Judith M. Wenner Anne M. White David and Carol White Jeffrey and Donna White Rose B. White Whitesboro Volunteer Fire Department Richard and Martha Widdicombe Estate of Veturia I. Wiley Patrick L. Wilke Dave and Pam Williams Dick and Glenys Williams John and Gerry Williams Jennifer D. Williams Mark and Lynne Williams Richard and Jean Williams Richard A. Wilson Bill and Mary Wolf W. Gilbert Wolf Fran Wolfson

Wesley Smith and Diane Wolfe

Women’s Fund of Herkimer & Oneida Counties, Inc./Board Richard and Florence Wood Darren and Bonnie Woods Michael and Susan Woods Workforce Development Institute Mark and Elaine Woroby Albert and Isabella Worthen

Y

Laurie Yeaghy Joni A. Yoswein Mrs. John E. Young YWCA of the Mohawk Valley Staff

Z

Fred Zamperetti Daniel and Susan Zeidner John & Kathy Zogby Josephine W. Zogby Cheryl L. Zumbo Carol Zygo

Donors Reaching Out The Wolfe-Smith Fund

Since it was established by Wesley Smith and Diane Wolfe in 2003, the Wolfe-Smith donor-advised fund at The Community Foundation has generated more than 140 grants to organizations and causes across the region and beyond — addressing human needs from hunger to health care, education to the arts.

“We appreciate The Community Foundation’s recognition and support of the needs of the community. Those needs are great.

Our fund provides an organized way to contribute to a larger range of causes, helping a greater cross section of people.”

WESLEY SMITH, DIANE WOLFE

Legacy Society Continues to Grow The Community Foundation’s Legacy Society honors those who have chosen to shape their legacies through planned gifts from their estate to The Foundation. These gifts do not replace active giving during one’s lifetime, but rather are a final act of philanthropy that can create a new fund or enhance an existing one.

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Giving through an estate does not diminish a donor’s current disposable income or cause financial strain. It does, however, add a gratifying dimension of permanence and affirmation that the donor is helping to ensure the future of our community and will indeed make a difference forever.

Our Legacy Society continues to grow and now includes the following members:

Peter J. Adasek, MD

David Griffith

Earle C. Reed

Richard E. Alexander, Jr.

Janet Griffith

Marie A. Russo

Ray Allen

Rep. Richard L. Hanna

Donald A. Sansone

Linda Allen

Georgiana Roberts Ide

Abraham L. Shaheen, MD

John J. Bach Jr.

Charles H. Ide

Ruth L. Shaheen

Beatrice H. Begent

Camille T. Kahler, Esq.

Sheila Smith

Ruth L. Begent

Bob Keller

Robert S. Smith, MD

Dr. William L. Boyle, Jr.

Carol Keller

Sadieann Zogby Spear

Debi R. Brown

Alan Leist

Jane S. Spellman

James F. Brown

Connie Leist

Carol W. Steele

Marlene B. Brown

Alan Leist III

William R. Stevens, Esq.

Corky Bull

Earl J. Lewis

Judith Sweet

Lauren Bull

John J. Livingston, Esq.

Steve Sweet

Paul Butnoris

Merritt S. Locke, Esq.

Elizabeth Tantillo

Sarah Cohen

William F. Locke

Richard Tantillo

Patricia P. Couper

Linda D. Macartney

Anita Vitullo

Sara Cunningham

Kristen Mather

John von Bergen

Earl Cunningham

Theodore C. Max, MD

Heidi Jost von Bergen

Alan C. Davenport

Florence K. Millar

Rose B. White

Rosalind Diamond

Peggy O’Shea

Richard L. Williams

Colleen E. Dowd

Timothy Brian O’Shea, Esq.

Jean P. Williams

Robert J. Goodrow

Gertrude M. Owens

Marsha L. Wineburgh

Wanda H. Goodrow

Charles E. Pannaci

Anonymous (4)

Officers & Trustees Larry Bull | CHAIR Keith Fenstemacher | CHAIR-ELECT Judith Vicks Sweet | SECRETARY-TREASURER

Staff

Peggy O’Shea | PRESIDENT & CEO

Peggy O’Shea | PRESIDENT & CEO

Georgiana Roberts Ide | IMMEDIATE PAST CHAIR

Wendy Caliguire | DATA MANAGER/ADM. ASSISTANT Joan Dewar | BUILDING & OFFICE MANAGER Mary Lyons Bradley

David Jones

Elayne H. Johnson | DIRECTOR OF DONOR SERVICES

Richard Callahan

Linda Macartney

Gilles G. Lauzon | DIRECTOR OF FINANCE

Don Carbone

Susan G. Matt

Corinne L. Ribble | DIRECTOR OF PHILANTHROPY

Linda Cohen

Albert Mazloom

Denise Salvatore | CONTROLLER

Rudy D’Amico

Mary Morse

Lara Sepanski | PROGRAM ASSOCIATE

Lori Kaplan Felice

Richard Tantillo

Jan M. Squadrito | SENIOR PROGRAM OFFICER

Joseph Hobika, Sr., Esq.

Eve Van de Wal

Anne M. White | DIRECTOR OF MARKETING & COM.

Harrison Hummel, III

Richard Zick

Georgiana Roberts Ide

Volunteers

Dan Bader

Laura Casamento

Mike Fitzgerald

Robert Service

Sarah Bormann

Michael Cominsky

Miriam Kazanjian

Sadieann Spear

Dr. William L. Boyle, Jr.

Burt Danovitz

David Manzelmann

Rev. Robert Umidi

Kitzia Burgos

Tom Ellis

Scott Perra

Anita Vitullo

Cindy Casale

David Esterly

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Manager, Utica Office — Hanger Prosthetics and Orthotics Community Foundation Trustee Since 2008 Member — Grants, Governance Committees

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David Jones —

“We foster informed leadership that generates excellence, innovation and entrepreneurship.”

HARRISON HUMMEL, III, TRUSTEE

“ I was attracted to The Community Foundation because of the vitality it gives to nonprofits. Our new strategic plan has made me an even bigger believer. “ I’m enthusiastic about The Foundation’s resolve to identify critical issues and address them with a major portion of its grant funding. Equally exciting is the focus on fostering collaborative relationships with nonprofits across the two counties. “ These commitments should excite everyone in our region.”

DAVID JONES

Informed Leadership

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Sharing a Resort Community’s Historic Side While best known for its resplendent mountains and lakes, the Old Forge area of the central Adirondacks has a history as rich and intriguing as its natural beauty. Preserving that history and sharing it through exhibits, programs and restored buildings is the Town of Webb Historical Association.

The Association is based in the Goodsell Museum, a century-old Victorian home in the heart of Old Forge, whose grounds include an original carriage barn and ice house. The Association also oversees the historic Hemmer Cottage, located a short distance away on the Old Forge Pond.

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Town of Webb Historical Association Exhibits at the Webb Historical Association’s Goodsell Museum take visitors back in time as well as outdoors for a fascinating exploration of the region’s rich history and habitat.

Since 2004 the Association has been the beneficiary of 20 grants from The Community Foundation, emanating from discretionary funds as well as from several donor-advised funds, including the Town of Webb, A. Richard Cohen Family and Janice Luck O’Connor Friends funds. The support has been used for a variety of purposes, from building restoration and improvements, to preserving and archiving historical materials. The Association also has an agency fund at The Foundation, started in 2006.

Corporate Partners Our Corporate Partners are companies that have joined forces with The Foundation to address broad community issues, expand philanthropy and build nonprofit excellence. These businesses deeply believe in “giving back.” They are partnering with us because we can do more together than alone. We thank them for their sponsorship, citizenship and generosity.

LAVC Website Identifying Needs Launched in the spring of 2010, the website embodying the results of the community indicators study undertaken by the Leadership Alliance for a Vital Community is well into its second year of being a resource for identifying and addressing the region’s most pressing needs and opportunities for positive change.

The Community Foundation is a partner in the Alliance, along with Mohawk Valley EDGE and United Way of the Valley and Greater Utica Area.

The website, www.hocindicators.com, provides a statistical snapshot of key issues, and projects county-level data benchmarks that agencies and organizations can use to establish shared goals toward increasing the region’s economic viability and sustainability.

“We partner with other leaders in order to support and sustain community well-being.”

MARY LYONS BRADLEY, TRUSTEE

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Statements audited by D’Arcangelo & Co. LLP. A copy of the last annual report and information returns (form 990, 990T when applicable, and CHAR 500) can be obtained by contacting The Foundation office or by written request to the Office of the Attorney General, Department of Law, Charities Bureau, 120 Broadway, New York, NY 10271

Financial Statements

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STATEMENTS OF FINANCIAL POSITION (AUDITED)

STATEMENTS OF ACTIVITIES (AUDITED)

December 31, 2010 and 2009

For the Years Ended December 31, 2010 and 2009

Assets Cash Investment Interest and Dividends Receivable Loans Receivable Promises to Give Charitable Remainder Trust Property, Net Other Current Assets Total Assets Liabilities Grants Payable Accounts Payable and Accrued Expenses Other Liabilities Agency Funds Total Liabilities Net Assets Total Liabilities and Net Assets

2010

2009

$988,392 91,993,806 5,245 31,308 46,640 129,083 28,873 152,240 $93,375,587

$1,007,363 81,671,272 12,846 61,441 444,237 130,682 37,502 5,669 $83,371,012

$1,195,074

$1,194,783

105,512 8,353 3,976,697 5,285,636

82,052 7,789 3,037,860 4,322,484

88,089,951

79,048,528

$93,375,587

$83,371,012

Revenue, Gains, and Support Gifts and Bequests Investment Income (Net) Other Income Total Revenue, Gains, and Support

2010

2009

$1,271,294 11,695,971 105,424 $13,072,689

$8,804,396 15,052,011 $23,856,407

Expenses Program Services Grants Approved Program Sponsored Initiatives Supporting Services Management and General Total Expenses

2,999,818 46,373

1,630,290 53,520

985,075 4,031,266

929,118 2,612,928

Increase (Decrease) in Net Assets

9,041,423

21,243,479

79,048,528

57,805,049

$88,089,951

$79,048,528

Net Assets, Beginning of Year Net Assets, End of Year

“We provide exemplary stewardship of the resources we manage and leverage.”

DON CARBONE, FINANCE COMMITTEE CHAIR

ENVIRONMENTAL CALCULATOR Printed by an FSC, SFI and Sterling Planet certified printer, with vegetable-based inks and 100 percent wind power.

3 lbs water-borne waste not created 454 gal wastewater flow saved 50 lbs solid waste not generated 99 lbs net greenhouse gases prevented 756,840 BTUs energy not consumed 1,399 lbs ghg emissions not generated 1.5 barrels fuel oil unused equivalent to not driving 1,385 miles equivalent to planting 95 trees

1222 State Street Utica, NY 13502-4728

@foundationhoc

315.735.8212 | Fax 315.735.9363 www.foundationhoc.org E-mail: info@foundationhoc.org

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