2021 Main Street Community Foundation Annual Report by Main Street Community Foundation

2021 Annual Report

Resilience

Valued Highlights of 2021

$61

million in total assets

TABLE OF CONTENTS

$2.1

million in contributions received

$2.2

million awarded in grants and scholarships to your community

266

funds established since 1995

GIFT PLANNING

EFFECTIVE GRANTMAKING

COMMUNITY LEADERSHIP

STEWARDSHIP OF ASSETS

OFFICERS, DIRECTORS AND STAFF

2021 COMMITTEE MEMBERS

FINANCIAL STATEMENTS

200+

volunteers supporting Main Street Community Foundation

A Message to Our Neighbors RESILIENCE is that enduring quality seen throughout the community despite the challenges presented over the past two years. We have witnessed how individuals, families, businesses, nonprofits and local government leaders have partnered together to weather the pandemic and resulting economic climate. Despite all of these setbacks, we continue to be filled with hope because of you and your support of the Connecticut communities of Bristol, Burlington, Plainville, Plymouth, Southington and Wolcott.

social and economic landscape. Earlier this year, we began the process by interviewing a wide range of stakeholders, examining current community data and formulating our goals for the future. We look forward to sharing a new plan with priorities that will sustain vibrant communities where people have equitable and inclusive opportunities to prosper, participate and be inspired to give in each of the communities we serve. Dependent on volunteer leadership to fulfill our mission, those who serve on our board of directors and committees expand our community philanthropic efforts by sharing their individual and collective knowledge and expertise. In early 2022 board leadership changed as chair Margi Fletcher passed the gavel to Scott Fournier. We bid farewell to highly respected board members David Aldieri, Kris Dargenio, John Scarritt and Jennifer Scully. To each and all, we are very grateful for your generous donation of time, talents and community insight.

Our mission is to inspire donors and community partners to foster a sustainable legacy of impactful giving. Last year exemplified our mission in action. Throughout this report, we hope you will find stories and inspiration to assure that the changing needs of our communities will be met now and long into the future. The Main Street Community Foundation (MSCF) is forever grateful to the many donors who have entrusted their legacies to us. We are proud to steward over 250 named funds and just over $61 million in assets as of 12/31/21. Since its establishment in 1995, MSCF has awarded $23.4 million in grants and scholarships.

On behalf of the Founders, Board of Directors and staff of MSCF, we thank you for your partnership. This annual report is our opportunity to share with you the stories of our donors and their investments in your community. It is also an opportunity to recognize the collective philanthropy of all and to invite you to join with us, so together we can create lasting impact– forever.

Our continuous adherence to sound financial practices led to an unmodified audit opinion of our 2021 financials from the accounting firm CliftonLarsonAllen LLP. We are confirmed in compliance with the National Standards for U.S. Community Foundations, a distinction we have held for over seventeen years.

Sincerely,

In late 2021, the Board of Directors voted to enter into a strategic planning process with a focus on analyzing the dramatically shifting

Susan D. Sadecki, President & CEO Scott F. Fournier, Chair of the Board

The greatest strength is the spirit of endurance. Lailah Gifty Akita

VISION OF IMPACT FOR THE COMMUNITY Vibrant communities where people have equitable and inclusive opportunities to prosper, participate, and be inspired to give.

MISSION Inspiring donors and community partners to foster a sustainable legacy of impactful giving by encouraging and promoting:

OUR CORE VALUES Excellence, Integrity, Inclusiveness and Transparency in all we do.

n Gift Planning n Prudent Stewardship of Assets n Effective Grantmaking n Community Leadership 3

Optimistic

Gift Planning Endowed gifts and bequests have been the cornerstone of charitable contributions to the Main Street Community Foundation, helping to ensure that a permanent resource of assets will forever support the communities it serves. Each of the following funds established in 2021 and planned gifts reflect a donor’s desire to leave a legacy and make a difference in their community. There are many ways to give and benefit the communities of Bristol, Burlington, Plainville, Plymouth, Southington and Wolcott.

GIFT PLANNING

Funds Established in 2021 Jay Bonetta Memorial Fund

Jay Bonetta was a true Bristolite. He enjoyed a long career as an educator in the Bristol school system. Jay Bonetta He served as co-editor of The Citizen, a local newspaper and for many years was active in city-wide volunteerism. Established by his friends and family upon his passing, this fund honors his memory and will support a variety of charitable organizations, primarily in the communities served by the Main Street Community Foundation.

Bristol Health Fund for the Parent & Child Center

Bristol Hospital Foundation established this fund to provide continued support to the Parent & Child Center, a division of the City of Bristol Parks, Recreation, Youth and Community Services of Bristol, CT. The Parent & Child Center is a former program of the Bristol Hospital to support families in Bristol through education and resources that help them provide a safe, nurturing and stimulating environment for children.

Bristol Yale/ Miles Peck Jennings Memorial Scholarship Fund

Miles Peck Jennings, Sr. was a longtime Bristol Miles Peck Jennings resident who was intelligent, fun-loving and admired in the Bristol area. After attending Bristol public schools and graduating from Deerfield Academy, he graduated from Yale College in 1935. Miles then worked in the insurance business in Hartford before entering the banking industry in 1940, managing the life insurance department of Bristol Savings Bank. He loved to sing – he was in glee clubs

throughout his schooling and then in regional groups; he loved his family – his wife, son and daughter; and he loved Bristol - he was very active in the community and civic affairs. However, he passed away suddenly at the young age of 39 on December 13, 1951. To honor and memorialize him, the Bristol Yale Club established the Miles Peck Jennings Memorial Fund in 1952. The Miles Peck Jennings Memorial Fund was transferred to Main Street Community Foundation by the Bristol Yale Club in December 2021 and renamed the Bristol Yale/ Miles Peck Jennings Memorial Scholarship Fund. Historically this fund has provided many thousands of dollars to Yale University for undergraduate students and thousands more for graduate students. Now, scholarships will be awarded annually to graduating seniors or graduates of public, private or parochial secondary schools located in Bristol, Burlington, Plainville or Plymouth. Students must be pursuing undergraduate or graduate studies at an accredited college or university, with a preference for students attending Yale University or any of Yale University’s graduate or professional schools or divisions.

Bristol Yale Book Award Fund

The Bristol Yale Club presents a Yale Book Award annually to a student in their junior year at each high school located in the City of Bristol and the Towns of Burlington, Plainville and Plymouth. The Award recognizes outstanding students for their character, leadership, scholarship, and intellectual promise. This fund was established at Main Street Community Foundation in 2021 to continue that tradition.

Alicia M. Butler Memorial Scholarship Fund

Alicia Mary Butler was born and raised in Bristol, a graduate of St. Paul Catholic Alicia M. Butler High School, and was a lifelong educator. She lived a life full of love,

compassion, meaning and purpose. In her career as a teacher and school psychologist in the Cromwell Public Schools and at The Foundation School in Orange, she was a dedicated, devoted champion of special needs children. In addition to her love of family, friends and her students, she had a soft spot for abandoned/neglected animals. She enjoyed her “country cottage” Hamden home, relaxing in the verdant garden yard. When Alicia passed away in June 2021, her family decided to continue her legacy and honor her memory by establishing this scholarship. The fund will assist a graduating senior or graduate from one of the three Bristol high schools who is pursuing a major in education or a related education pathway.

Rafi Hamzy Memorial Fund

This donor advised fund was established by family and friends to honor the life of Rafi Hamzy, who passed Rafi Hamzy away at the young age of 24 in 2020. Rafi loved the game of football both as a player and a coach. To honor his legacy, the fund’s advisors will recommend grants to charitable organizations that promote youth sports and education.

Manning/Sisson Memorial Fund

This donor advised fund was established by the Manning/Sisson families to honor the memory of Mary M. Sisson along with her parents, Dennis and Anna May Manning. Grants will be made to Anna May and charitable organizations for Dennis Manning general charitable purposes July 27, 1946 at the recommendation of the donors, with preference for programs that foster the sport of swimming through team competition and skill-building at the municipal recreational level for the City of Bristol or the Town of Plainville, and/or support of swim team programs at the collegiate level. continued

GIFT PLANNING

Dennis and Anna May Manning raised their seven children in Bristol. They were involved in all of the sports each child played, especially the sport of swimming. They often participated as timekeepers at swim meets, coordinated award banquets and lent a hand wherever help was needed. Additionally, Anna May served as a middle school swim team coach in Bristol. Mary was the oldest of the seven Manning siblings and an accomplished swimmer. She worked as a lifeguard at the Marriott in Farmington and the Dennis Malone Aquatic Center in Mary Sisson 2017 Bristol, and she served as a swim team coach for the recreational team in Plainville. She was often seen performing her expert duties as a Connecticut Swim Team Official at high school swim meets. Through this fund, the family hopes to promote compassion, kindness and build the character of young individuals through the sport of swimming in the same manner it fulfilled their lives.

Sarah Norton Pardee Fund

Transferred to Main Street Community Foundation, this designated fund promotes the appreciation of community history for the educational benefit of the general public. Annual distributions will be made to the City of Bristol Cemetery Commission for the maintenance, repair and restoration of monuments, headstones, and grave markers of historical or architectural significance to the community of Bristol, Connecticut, specifically monuments located in the North Burial Ground in Bristol and the East Burial Ground in Plymouth, CT.

C. Henry Ozga Memorial Scholarship Fund

Chester “Chet” Henry Ozga, a longtime resident of Wolcott who was born C. Henry Ozga and raised in Terryville and attended Terryville High School, lived his life quietly. He was married to his wife Darlene for over 20 years before she passed away in 1999, and prior to his retirement he was employed by White Oak Corp. as a truck driver. Chet had a giving heart, and one way he chose to give back to his community is one of the simplest yet one of the most important – he left a bequest in his will to Main Street Community Foundation. Upon his death in 2020 at the age of 76, he left the remainder of his estate to establish the C. Henry Ozga Memorial Scholarship Fund. This scholarship is available to a graduating senior of Terryville High School with financial need and it is renewable for up to four years.

Southington Pride Fund

Southington PRIDE is a group of Southington community members that are committed to advocating for awareness / education on behalf of the LGBTQIA+ Community and their allies. They launched the first ever town-wide Pride Celebration in 2021. The Foundation serves as the fiscal sponsor for the organization as it grows, strengthens and expands its operations.

Suchopar Family Charitable Fund

Michael Suchopar joined the Boys & Girls Club of Bristol (BBGC) as its Chief Professional Officer in 2007. During his fourteen-year tenure, he elevated the organization through the creation of many new programs and a new club facility, which ultimately earned BBGC national recognition. This donor advised fund was established by friends and family to honor Michael and his wife Mary in celebration of his retirement in 2021. Grants will be awarded from this fund, at the recommendation of the donors, to benefit BBGC.

Reverend Dr. Eddie C. Whitehead of Bristol, CT — Reverend Dr. Martin Luther King Jr. Scholarship Fund

Rev. Dr. Eddie C. Whitehead

As part of the Greater Bristol Branch of the NAACP’s goal of achieving equality through educational opportunities, the chapter established this scholarship fund in memory of two trailblazers: Reverend Dr. Eddie C. Whitehead and Reverend Dr. Martin Luther King Jr. Rev. Whitehead was a Bristol resident who was a community leader and one of the many community members and pastors who spearheaded the establishment of the Bristol NAACP back in 1985. Annual scholarships will be awarded to graduating high school seniors from Bristol, Burlington, Harwinton, Plainville, Plymouth and Southington who are pursuing higher education at an accredited college, university or vocational/technical institution.

If you’re going to live, leave a legacy. Make a mark on the world that can’t be erased. Maya Angelou

GIFT PLANNING

Becoming A Donor/ Establishing a Fund There are many ways to donate to Main Street Community Foundation to support worthwhile charitable organizations and causes in our service area of Bristol, Burlington, Plainville, Plymouth, Southington and Wolcott, Connecticut. The Foundation offers a range of personalized services to help donors fulfill their charitable goals. As partners in philanthropy, we work with each donor to establish a fund or gift plan without complex administrative burdens.

Give to an existing fund

You can support the Foundation’s ongoing work with an unrestricted gift of any amount. Contributions can also be made to any of the Foundation’s permanent endowment funds which benefit a diverse range of charitable purposes.

Establish a new fund

Our donors are individuals, families, companies and charitable organizations. You can establish a fund using a variety of gift-giving vehicles, including: cash, stock, retirement assets, other tangible personal property, bequests and other planned gifts. Most new endowment funds can be established with a minimum donation of $10,000; to establish a new scholarship fund, the minimum is $25,000. This gift can be given as a lump sum or over a period of time during your life. You may also leave charitable assets upon your passing in the form of a bequest in a will or trust, retirement plan designations or beneficiary designation in a life insurance policy. A fund can be established as a permanent endowment or as a temporary fund in which income and principal will be distributed. Our flexible fund options include: n UNRESTRICTED COMMUNITY FUNDS Your gift is flexible and responsive to emerging and changing community needs. You place no restrictions on your gifts and leave decisions about charitable use of the funds to the Foundation. n FIELD OF INTEREST FUNDS You have the opportunity to support a broad category of need such as the arts, healthcare, education, environment or a specific geographic area. Grant recipients are selected by the Foundation’s Distribution Committee. n DONOR ADVISED FUNDS You actively participate in grantmaking by recommending charitable organizations to receive grants. Foundation staff assists you by researching grant requests and connecting you with potential grant recipients. n DESIGNATED FUNDS You designate support for a specific charitable organization. If the named charity ceases

to exist, another organization with a similar purpose is selected by the Foundation’s Board of Directors to ensure your purpose for giving will be honored in perpetuity. n AGENCY ENDOWMENT FUNDS Established by a nonprofit organization as a means to protect their charitable dollars for the future and to ensure an annual source of support for their programs and operations. n SCHOLARSHIP FUNDS You can establish a named fund for any level of education. You may designate a particular school or field of study and select eligibility criteria. n SUSTAINABILITY FUNDS You make permanent gifts that strengthen the Foundation’s role as a funder, a community leader, convener and advocate.

Donor Services

The Main Street Community Foundation provides permanent, professional administration of charitable funds without the expense or effort of establishing a private foundation. All assets are professionally managed with oversight by the Investment Committee and Board of Directors. There is no cost to establish a fund. There is a modest management fee which supports the administrative operations of the Foundation. Your benefits include: • Choice of fund type and fund name • Grantmaking support and counsel • Administration of gifts and grants • Maximum tax advantages allowed by law • Prudent investment management • Permanent recognition or anonymity at donor’s discretion

Additional Services

The Foundation can assist private foundations or other grantmaking institutions in a variety of ways that include: • Administration of grantmaking programs • Project review for funding consideration • Advisement on community needs and priorities • Assistance to private foundations to meet pay-out requirements

GIFT PLANNING

Leaving a Legacy Through Bequests and Planned Giving Main Street Community Foundation is built on the dreams and desires of people who live and work in this area. For some people, the desire to create a legacy comes during their life as a current gift. For others, these legacies are shaped by the donor as future bequests or planned gifts. And still at other times, a celebratory or tragic event, such as a retirement or sudden death, will be the impetus for honor or memorial gifts that may be used as the beginning of an endowed fund in a loved one’s name. Large or small, all of these gifts enhance the quality of life in your community for generations to come.

CORNERSTONE SOCIETY Main Street Community Foundation

A cornerstone provides a strong support to a structure for its future stability. Laying this groundwork for the future is critical. Like this permanent support, Cornerstone Society members lay the groundwork for the organizations and causes they care about most, while also ensuring the future stability of the Foundation. The opportunity to give later is simple. You can leave a bequest to the Main Street Community Foundation for the causes you care about in a will or trust, through a retirement plan designation, life insurance beneficiary designation, remainder interest in real estate, or other planned giving vehicles. We are pleased to recognize the following very generous individuals who have made or have communicated their plans to leave a gift to the Foundation in their will, estate plan or other deferred gift.

*deceased 8

Cornerstone Society Members

Anonymous 1 Anonymous 2 Anonymous 3 Anonymous 4 Anonymous 5 Anonymous 6 Anonymous 7 Anonymous 8 Anonymous 9 Robert J. Alim Tom & Melanie Barnes Sidney M. Bernard* & Edward J. Miller Whit & Jarre Betts Robert C. Boudreau Ken Burns Robert & Rebecca Caiaze Father Salvatore Cavagnuolo Dr. Ann Clark Raymond* & Lorraine Corsini Roland & Shirley* Dumont Karen Elaine Finder Terry* & Marguerite Fletcher Mark & Michelle Gibson David Greenleaf Bill & Anita Hamzy Hal Kilby Joan Lincoln Susan Mazer Laura Schlesinger Minor Janis Neri Robert & Ella Mae Packard Richard E. & Margaret W. Palarczyk

Lynne M. Peters David & Kathy Preleski Kevin Prior Jeanne Radcliff Daniel* & Patricia Saccu Noreen Schumann John E. Smith Bill & Kim Tracy Karen Ann Varasconi Dr. Joan T. Wallace Leon & Susan W. Woiciechowski

Bequests Fulfilled

Carlyle & Elizabeth Barnes Irene Brzezinski Mark M. Keating David Kushlan Richard Lass Elizabeth I. Matt Robert & Carmen Merriman Al & Joan Monico Eva M. Pierce Don & Betty Radcliff David Reidy Peter S. Saman Glo Sessions Elizabeth M. Tyrrell If you have included Main Street Community Foundation in your estate plan and would like to be included in the Main Street Cornerstone Society, please contact the Foundation office at 860.583.6363.

GIFT PLANNING

What To Give An outright gift to the Main Street Community Foundation is the simplest way to make a difference in the community you care about. You can donate cash, stocks, bonds, real estate or other tangible personal property. Most charitable gifts qualify for maximum tax advantages under federal law. While many people give liquid assets, such as cash, giving other assets may be better for you and should also be considered. Planning wisely for the final distribution of stocks, IRAs or another retirement plan, life insurance, your home, vacation home, business, automobile(s), boats, jewelry, checking and savings accounts, can reduce unnecessary federal, state and property taxes your heirs may have to pay. Be sure to consult your professional advisor for guidance.

Cash

A gift of cash is the easiest way to give. The foundation accepts cash, checks and money orders. Credit cards are also accepted when donating online. Each donor receives a tax acknowledgement for the full amount. Plan ahead. You will maximize your benefits, avoid unnecessary taxes and gain peace of mind.

Life Insurance

Life Insurance can provide a simple means for making an outright, tax-deductible gift to MSCF without incurring out-of-pocket expenses. You may name the foundation: • As owner and beneficiary of an existing policy • Designate us as a percentage beneficiary

Securities/Stocks

Appreciated securities are ideal to donate. You avoid the capital gains inherent in selling the stocks yourself and can deduct the current fair market value without having to pay tax on the appreciation (provided you have owned the asset at least a year and a day).

Retirement Fund Gifts

Retirement plan assets, such as individual retirement accounts (IRAs), are among the most expensive for your family to inherit. They are subject to income taxes (state and federal), and may be subject to estate and generation-skipping transfer taxes. These combined tax hits can erode the value, leaving as little as 30 percent for your beneficiaries. When you donate your IRA to MSCF you preserve 100 percent of its value.

IRA Charitable Rollover

If you are 70 ½ or older, a qualified charitable distribution from your IRA can count to satisfy all or part of your annual minimum required distribution. 9

• Give the policy outright, or • Purchase a new one and pay the premiums as a gift to the foundation. All but revocable designations entitle the donor to a tax deduction.

Real Estate

Besides saving taxes, giving a residence, vacation home, farm acreage, or vacant lot can relieve you of sales and property management costs and real estate taxes.

Personal Property

Personal property such as jewelry, artwork, collectibles, and other assets can also be used to fund gifts.

Worth Effective Grantmaking Since Main Street Community Foundation’s establishment in 1995, the Foundation’s grant programs have greatly improved the quality of life in the Connecticut communities of Bristol, Burlington, Plainville, Plymouth, Southington and Wolcott for now and generations to come. In response to community needs, and in partnership with local organizations, grants from MSCF are made in the fields of Arts & Culture, Community Development & Outreach, Education, Health, Human Services, Environment, Animal Welfare and Youth Development. MSCF administers several grant programs and welcomes applications from organizations to support charitable activities or programs. Guidelines are available for each grant program at www.mainstreetfoundation.org. The distribution process for grants from Money in Motion, Immediate Response and Donor Advised funds continues throughout the year as requests or special initiatives are presented to the Foundation. Scholarships are available to individuals pursuing educational and career opportunities in a variety of areas and at varying levels of education and training. 10

EFFECTIVE GRANTMAKING

2021 Grants Awarded In 2021, Main Street Community Foundation was proud to distribute $2,173,618 in grants and scholarships to support many worthy causes and organizations in your community.

CAPACITY BUILDING GRANTS MADE IN RESPONSE TO COVID-19 - $68,064 American Clock & Watch Museum - $6,000 Technology upgrades to support remote work and virtual programming COVID-19 Response Fund Boys & Girls Club of Bristol - $7,500 Installation of Clean Air System at West Street Club Building for safety of staff and members COVID-19 Response Fund Bristol Preschool Childcare Center, Inc. - $7,000 Website update and marketing program to help increase enrollment and community brand recognition COVID-19 Response Fund Imagine Nation, A Museum Early Learning Center - $7,500 Installation of Clean Air System in classrooms and learning areas for safety of staff and students COVID-19 Response Fund New England Carousel Museum - $7,500 Technology upgrades to support remote work and virtual programming COVID-19 Response Fund Nutmeg Symphony Orchestra, Inc. - $4,250 Equipment to record and broadcast live virtual chamber concerts in place of in-person performances COVID-19 Response Fund Plainville Community Food Pantry - $5,000 Support for cleaning costs and PPE for safety of staff and volunteers COVID-19 Response Fund Plymouth Volunteer Ambulance Corps - $350 Purchase of disinfectant equipment and supplies to sanitize the ambulance COVID-19 Response Fund

COVID-19 Response and Recovery Efforts Main Street Community Foundation has mobilized resources since the pandemic outbreak in March 2020 to address the urgent and emerging COVID-19 related needs in the communities we serve. A total of $1,307,644 was awarded through 141 grants to sustain local nonprofit organizations.

Shepard Meadows Therapeutic Riding Center, Inc. - $4,800 Improve technology and telecommunication systems to support remote work and virtual programming COVID-19 Response Fund Southington Community Cultural Arts (SoCCA) - $5,000 Tablet lending library to support virtual arts programming for students including those living in residential group homes KAWFY Memorial Fund St. Vincent DePaul Mission of Bristol - $5,000 Support to hire a Human Resources consultant to develop COVID-19 related policies and procedures COVID-19 Response Fund 11

Terryville Plymouth Little League - $1,800 Purchase of PPE equipment and safety supplies for participants and spectators COVID-19 Response Fund United Way of West Central Connecticut - $2,364 COVID-19 Outreach support as well as equipment and PPE for VITA tax assistance for program staff and volunteers COVID-19 Response Fund Wolcott Citizens Against Substance Abuse - $4,000 Enhance virtual programming and provide PPE to staff, volunteers and participants at in-person community events COVID-19 Response Fund

FOOD INSECURITY GRANTS MADE IN RESPONSE TO COVID-19 - $19,377 Brian’s Angels Homeless Outreach - $1,877 Hot lunch program and purchase of an air purifier COVID-19 Response Fund City of Bristol Community Services - $1,000 Grocery gift cards for low-income clients COVID-19 Response Fund St. Vincent DePaul Mission of Bristol - $2,000 Purchase of food and related costs for shelter residents COVID-19 Response Fund Plainville Seventh Day Adventist Church – God’s Grocery Store - $3,000 Purchase of food for the pantry COVID-19 Response Fund Plainville Social Services - $1,000 Grocery gift cards for low-income clients COVID-19 Response Fund Plymouth Community Food Pantry - $1,000 Purchase of food for the pantry COVID-19 Response Fund Plymouth Department of Human Services - $1,000 Grocery gift cards for low-income clients COVID-19 Response Fund Friends of Southington Community Services $4,000 Purchase of food for pantry and holiday baskets COVID-19 Response Fund Tunxis Community College Foundation - $4,500 Purchase of food for student food pantry COVID-19 Response Fund

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EFFECTIVE GRANTMAKING

MONEY IN MOTION GRANTS - $26,500 Bristol Hospital Foundation - $10,000 Fourth year of a $50,000 grant payable over 5 years to support the Emergency Center Renovation and Expansion Project United Way of West Central CT - $16,500 2021 Summer Work Experience Program for Bristol high school students

GENERAL CYCLE GRANTS - $163,208 American Clock & Watch Museum - $1,652 Installation of UV window filters for artifact protection Pat & Bob Wollenberg Family Fund for the Community American Red Cross Connecticut Chapter - $4,000 Disaster Relief Services for residents of the Foundation’s service area Bristol Savings Bank Fund - $2,010 James R. Parker Trust - $1,000 Jaspersohn Family Memorial Fund - $990 Animal Rescue Foundation, Inc. (ARF) - $1,680 Medical care for cats and kittens rescued from hoarding situations in Wolcott and Plainville Elizabeth I. and Louis J. Matt Animal Protection Fund Boys & Girls Club of Bristol - $6,000 Careers for Cambridge job-readiness and career exploration program for teens Douglas and Noreen Schumann Special Interest Fund - $4,260 Dumont Family Charitable Fund - $1,740 Bread for Life - $1,378 Client support services Calvanese Foundation Green & White Fund for Behavioral Health - $660 KAWFY Memorial Fund - $718 Bristol Adult Resource Center - $5,000 Outdoor seating for new patio to serve clients and customers of the Hidden Café Jim & Eleanor Frawley Community Fund - $2,840 Bristol Brass General Grant Fund - $2,160 Bristol Eastern High School Music Department - $1,950 Masterworks Concert in collaboration with Nutmeg Symphony Orchestra Pat & Bob Wollenberg Family Fund for the Community - $1,380 Margaret Haberman Memorial Fund for Music - $570 Bristol Family Resource Centers - $3,000 W.O.R.K.S. (Working Parents Options Resources and Key Supports) program to help parents build collaborative relationships with their children’s schools Bristol Brass General Grant Fund - $1,810 Angela and Al Caruso Family Charitable Fund - $1,190

Bristol Firefighters IAFF Local 733 - $3,000 Granite monument to commemorate lives lost on 9/11 Bristol Brass General Grant Fund - $1,420 Stephen and Katherine Saman Memorial Fund - $1,580 Bristol Garden Club - $2,000 Blue Star By-Way Marker on Memorial Boulevard honoring military service Bristol Brass General Grant Fund - $1,560 Karen and Kim Murphy Family Charitable Fund - $440 Bristol Historical Society - $1,000 A Day in the Principal’s Office – A Pictorial display of Bristol Schools Past and Present Stephen and Katherine Saman Memorial Fund Bristol Preschool Child Care Center, Inc. - $1,500 STEAM Play Lab Fuller and Myrtle Barnes Fund for Education - $1,110 Tedesco-Gallant Charitable Fund - $390 Bristol Recovery Club - $2,000 Purchase of floor buffer for use in community meeting space Bristol Brass General Grant Fund - $1,600 Ronald F. & Emilie P. Duhaime Family Fund - $400 Chrysalis Center, Inc. - $4,000 Community Supportive Housing in the towns of Bristol, Plainville and Southington Gnazzo/Reidy Charitable Fund - $2,730 Bristol Brass General Grant Fund - $1,270 Connecticut Humane Society - $2,500 Medical Support Program for pets brought to the Society from animal control officers in the Foundation’s service area Elizabeth I. and Louis J. Matt Animal Protection Fund Connecticut Storytelling Center, Inc. - $2,500 Start with Stories program to improve literacy of elementary school age students in the Bristol Public Schools Fuller and Myrtle Barnes Fund for Education - $2,030 Formagioni-Lodovico Family Fund - $470 Early Childhood Collaborative of Southington - $4,000 Launch of “Sparkler” application in Southington for Early Childhood Developmental Screening and Referrals KAWFY Memorial Fund Family Resource Center of Southington - $5,000 Full STEAM Ahead school readiness program KAWFY Memorial Fund Friends of the Bristol Connecticut Animal Shelter, Inc. - $1,500 Medical care of animals in the shelter’s care Elizabeth I. and Louis J. Matt Animal Protection Fund - $1,070 Terry and Marguerite Fletcher Family Fund - $430 12

Gloria Dei Lutheran Church - $2,100 Shelving and food supplies for the Food Pantry Bristol Brass General Grant Fund - $1,100 COVID-19 Response Fund - $1,000 Grace Baptist Church - Grace Pantry - $3,000 Food supplies for the pantry COVID-19 Response Fund Healing Meals Foundation - $3,000 Healthy Meals program providing nutritious meals to those impacted by a serious health crisis in the Foundation’s service area Bristol Brass General Grant Fund Imagine Nation, A Museum Early Learning Center - $5,000 Learning: Reimagined program featuring virtual and in-person museum activities Bristol Brass General Grant Fund - $4,330 Jay & Elizabeth Tyrrell Fund for the Arts - $670 Junior Achievement of Southwest New England, Inc. - $3,500 JA Career Ready program at Bristol Central High School, Bristol Eastern High School, Lewis Mills High School and Southington High School Fuller and Myrtle Barnes Fund for Education - $2,750 James R. Parker Trust - $750 Kelly’s Kids, Inc. - $4,000 Interactive Therapeutic Farm program primarily for DCF involved youth from the Foundation’s service area Douglas and Noreen Schumann Special Interest Fund - $3,630 JoAnn & David Mills Family Fund - $370 Margaret C. Griffin Child Development Center of Southington, Inc. - $3,689 Technology upgrades in classrooms and office KAWFY Memorial Fund Memorial Military Museum - $600 Military Uniform Preservation Stephen and Katherine Saman Memorial Fund Nutmeg Big Brothers Big Sisters - $4,000 Community Based Mentoring in the Foundation’s service area James R. Parker Trust - $2,000 Douglas and Noreen Schumann Special Interest Fund - $2,000 Operation Fuel, Inc. - $6,000 Emergency energy assistance in the Foundation’s service area Bristol Brass General Grant Fund - $5,000 James R. Parker Trust - $1,000 Plainville Community Food Pantry - $4,428 Food supplies and case management services Edward W. and Audrey K. Mink Memorial Fund - $2,810 Bristol Brass General Grant Fund - $1,618

EFFECTIVE GRANTMAKING

Plainville High School - $3,500 Construction of a sustainable, educational greenhouse at Plainville High School Fuller and Myrtle Barnes Fund for Education - $2,580 Merriman Family Fund - $920 Plymouth Community Food Pantry - $4,000 Healthy Options Program Plus to provide nonperishable dairy and produce to program clients COVID-19 Response Fund Prudence Crandall Center, Inc. - $2,470 Partnership to Promote Healthy Relationships program in the Foundation’s service area Paige Wartonick Laferriere Memorial Fund - $1,240 Douglas and Noreen Schumann Special Interest Fund - $980 Becker Family Fund - $250 Quota International of Bristol, CT - $3,500 New shoes for children enrolled in the Boys & Girls Club of Bristol afterschool program at Cambridge Park Bristol Savings Bank Fund - $2,990 Bristol Brass General Grant Fund - $510 Rebuilding Together Litchfield County, Inc. - $2,500 Building materials for home repairs in Plymouth Bristol Brass General Grant Fund - $1,840 Turkus Family Fund - $660 Southington Community Cultural Arts - $6,000 The Dr. Martin Luther King Jr. Mural Project in Southington – MLK39 KAWFY Memorial Fund - $5,280 Southington Arts Council Legacy Fund - $720 Southington Girls Softball League - $2,000 Field 3 renovation at Panthorn Park to fix poor drainage KAWFY Memorial Fund St. Vincent DePaul Mission of Bristol - $7,261 New computers and related technology for the Emergency Homeless Shelter Smith Family Charitable Fund Sustainable CT, Inc. - $2,700 Sustainable CT 2021 Fellows program to provide technical support to MSCF towns pursuing certification Bristol Savings Bank Fund - $1,700 James R. Parker Trust - $1,000 Tabernacle Christian Church - $3,000 Giving Back Food Pantry program to provide groceries and fresh foods to food-insecure residents of Southington and surrounding areas KAWFY Memorial Fund The Agape House - $5,000 Part-time Administrative Coordinator for homeless outreach center Ciccarelli-Vitale Community Advancement Fund – 2,870 Bristol Savings Bank Fund - $2,130

Terryville Public Library - $2,000 Library Maker Space: Sew So Fun Project Bristol Brass General Grant Fund The Children’s Law Center, Inc. - $3,800 Legal Representation of low-income children in family court residing in the Foundation’s service area Bristol Savings Bank Fund - $2,800 James R. Parker Trust - $1,000 The Children’s Museum, Inc. - $2,500 Science Achievement for All program for K-8th grade students in Bristol public schools Bristol Brass General Grant Fund - $1,700 Fuller and Myrtle Barnes Fund for Education - $800 The Salvation Army - $4,000 Creative Arts and Music (CAM) Academy for Bristol youth Bristol Brass General Grant Fund - $2,522 Pat & Bob Wollenberg Family Fund for the Community - $1,478 United Way of West Central Connecticut - $5,000 Research, development and implementation of an online volunteer platform Bristol Brass General Grant Fund - $3,590 Bristol Savings Bank Fund - $1,410 Veterans Strong Community Center - $5,000 Case Management Software Bristol Brass General Grant Fund - $2,540 Bristol Savings Bank Fund - $2,460 Zion Lutheran Evangelical Church – Meals for Neighbors - $6,000 Fresh produce and a commercial freezer for the soup kitchen COVID-19 Response Fund

BRADLEY HENRY BARNES & LEILA UPSON BARNES MEMORIAL TRUST GRANTS - $857,213 Bread for Life - $67,080 Support to meet the increased demand for food as well as the purchase of to-go meal packaging and supplies in response to COVID-19

Friends of Southington Community Services - $30,000 Food, fuel assistance, and other basic needs for low-income residents LiveWell Alliance, Inc. - $55,000 Support the “Empowering Partnership Network” and the development of five pilot programs to be offered through the Center for Resilient Living LiveWell Alliance, Inc. - $1,500 Patient assistance for low-income financially disadvantaged residents of LiveWell Prudence Crandall Center, Inc. - $50,000 Domestic Violence Intervention & Prevention Services in Southington Prudence Crandall Center, Inc. - $25,000 COVID-19 recovery and relief for Emergency Shelter services for Southington victims of domestic violence and their children Prudence Crandall Center, Inc. - $20,000 Unrestricted support for Southington residents with a preference for providing gift cards and mattresses for clients Southington Care Center - $1,500 Patient assistance for low-income financially disadvantaged residents of Southington Care Center Southington-Cheshire Community YMCAs, Inc. - $100,000 Unrestricted operating support in response to COVID-19 Southington-Cheshire Community YMCAs, Inc. - $100,000 COVID-19 recovery relief for unrestricted support of programs and operations Southington-Cheshire Community YMCAs, Inc. - $31,434 Collaboration with the YMCA, the Southington Public Schools and the Southington Police Department to purchase “Stop the Bleed” kits for public spaces in Southington to improve care of injured trauma patients

Bread for Life - $50,000 Additional funds to support the meal program, particularly the increased costs associated with the delivery of homebound meals

Southington Community Cultural Arts - $50,000 Continuation of the All Access program for adults with disabilities and those living with dementia

Bread for Life - $28,000 General support of the meal program including the purchase of food

Southington Education Foundation - $15,000 Support for the “RULER” social and emotional intelligence initiative in the Southington schools

Early Childhood Collaborative of Southington - $27,500 Health, safety and well-being educational programs for Southington’ young children and their caregivers

Southington Manna Fund - $5,000 Emergency housing for temporarily displaced persons in need

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EFFECTIVE GRANTMAKING

The Arc of Southington - $9,258 Technology upgrades to support remote work in response to COVID-19 The Arc of Southington - $5,900 Repair and rebuild handicap accessible ramp and landing at main office building entrance The Hospital of Central Connecticut - $60,000 Capital equipment for Medical Oncology and Infusion Center at Bradley Memorial Campus The LEAF (Lewis Educational Agricultural Farm) - $50,000 Continuation of school and community programs focusing on agricultural education and a healthy sustainable food supply United Way of Southington - $42,817 Continuation of Senior Transportation Services in Southington United Way of Southington - $28,424 Support for increased demand of Senior Transportation Services in Southington Community Leadership Sponsorships - $3,800

BURLINGTON COMMUNITY FUND GRANTS - $6,500 Burlington Library Association, Inc. - $750 Purchase of wireless digital microphone system for the Anne Walluk Community Room Junior Achievement of Southwest New England, Inc. - $2,000 Career Panels and Job shadow virtual program for Lewis S. Mills High School students New Britain Museum of American Art - $500 Access to the Arts program for Region 10 students attending Har-Bur Middle School Nutmeg Symphony Orchestra - $1,750 Wind Band Collaborative Concert with Lewis S. Mills High School students Town of Burlington – Social Services - $1,500 Support for Burlington families in need including food, fuel and other assistance as needed

Plainville Adult and Continuing Education - $2,000 Boot Camp for New Dads program, a communitybased workshop that supports the transition to fatherhood The Children’s Law Center - $2,000 Legal representation of male children in family court from the communities in the Foundation’s service area

PLAINVILLE COMMUNITY FUND GRANTS - $12,000 Chrysalis Center, Inc. - $1,000 Case management services for residents of St. Philip House supportive housing in Plainville

Unrestricted Operating and Program Support Grants - $45,000 Boys & Girls Club of Bristol - $3,000 Bristol Youth & Community Services – Parent & Child Center - $3,000 Burlington Food & Fuel Bank - $2,000 CT Women’s Education and Legal Fund (CWEALF) - $3,000 EdAdvance/Plymouth Family Resource Center - $2,000 Environmental Learning Centers of Connecticut - $2,000

New Britain Museum of American Art - $1,200 Access to the Arts program for Plainville students

For Goodness Sake - $2,500

Nutmeg Big Brothers Big Sisters, Inc. - $1,200 Community Based Mentoring program in Plainville

Imagine Nation, A Museum Early Learning Center - $3,000

Plainville Community Food Pantry - $3,000 Staffing and purchase of food for Food Pantry

Literacy Volunteers of Central CT - $2,000

Plainville High School - $1,600 Graduation-related activities for the 2021 Senior Class Plainville Wind Ensemble - $2,000 “Lord of the Rings” Concert Spring 2022 Prudence Crandall Center, Inc. - $1,000 Domestic Violence Intervention & Prevention Services for Plainville residents Town of Plainville - $1,000 Chief Matthew Catania Law Enforcement Scholarship Fund

WOMEN & GIRLS FUND GRANTS - $65,000 20th Anniversary Grants for Unrestricted Support - $20,000 Environmental Learning Centers of CT - $2,000 Jane Doe No More - $5,000 Literacy Volunteers of Central Connecticut - $2,000 Plymouth Community Food Pantry - $2,000

MEN & BOYS’ FUND GRANTS - $7,500

Prudence Crandall Center - $3,000

Boys & Girls Club of Bristol - $1,500 Passport to Manhood program to reinforce character, leadership and positive behavior in boys ages 8-17

St. Vincent DePaul Mission of Bristol - $2,000 The Children’s Law Center - $4,000

City of Bristol Youth and Community Services - $2,000 Skills to Pay the Bills – Men’s Edition, a life skills program for high school aged young men 14

Plainville Community Food Pantry - $1,000 Plymouth Community Food Pantry – Diaper Bank - $2,000 Prudence Crandall Center - $5,000 Shepard Meadows Equestrian Center - $2,000 St. Vincent DePaul Mission of Bristol - $3,000 Barbara Hackman Franklin Fund for women - $2,230 Women & Girls Fund - $770 The Agape House - $2,500 The Children’s Law Center, Inc. - $5,000 Tunxis Community College – Launch Your Leadership Program - $2,000 Women & Girls Fund - $1,350 John & Gloria DiFrancesco Fund for Women and Girls - $650

EFFECTIVE GRANTMAKING

GRANTS TO SUPPORT COMMUNITY INITIATIVES - $27,840 Bristol Board of Education - $10,000 2021 Summer CNA program in partnership with Tunxis Community College Tim and Mary Walsh Charitable Fund Bristol Family Resource Centers - $14,000 Pet Partners program providing animal assisted therapy for Bristol public school students The Broad View Fund Main Street Community Foundation - $1,000 Community support grant for leadership initiatives/ sponsorships in six-town service area Bristol Savings Bank Fund Main Street Community Foundation - $1,340 Support for Diversity, Equity and Inclusion leadership activities Wally Barnes Fund for Community Leadership Initiatives Plainville Social Services - $500 Responsive grant to purchase grocery gift cards for Plainville residents in need in response to COVID-19 COVID-19 Response Fund Town of Plymouth Human Services - $500 Responsive grant to purchase grocery gift cards for Plymouth residents in need in response to COVID-19 COVID-19 Response Fund TyLives Make it Different Foundation - $500 Responsive grant to support capacity building efforts in response to COVID-19 COVID-19 Response Fund

FIELD OF INTEREST FUND GRANTS - $29,950 Boys & Girls Club of Bristol – $1,500 Art lessons for summer camp participants Sid Bernard & Ed Miller Children’s Fund for the Visual Arts City of Bristol/Parks and Recreation - $980 Financial assistance for youth participating in the ArtVenture program Sid Bernard & Ed Miller Children’s Fund for the Visual Arts Friends of Wolcott Dog Pound - $2,000 Medical care for animals rescued from condemned home in Wolcott Elizabeth I. and Louis J. Matt Animal Protection Fund Terryville High School - $500 Materials to expand programming and purchase of equipment for vocational training of students with special needs Plymouth Century Club Fund

Region 10 Make A Mark, Inc. - $1,890 2021 grant program for educational enrichment opportunities in Region 10 schools Make A Mark Region 10 Enrichment Fund Summer Music Lessons for Bristol Students in Need – $1,200 Dan Cistulli Memorial Music Fund Turn the Towns Teal - $640 Support the national campaign to promote awareness of ovarian cancer and its symptoms Bristol Talks Teal Fund TyLives Make It Different Foundation - $5,000 Pilot program for a resource center for home-schooled youth in Southington KAWFY Memorial Fund

James R. Parker Trust Grants - $7,080 (not included in General Grant Cycle) Burlington Library Association, Inc. - $1,500 Purchase of wireless digital microphone system for the Anne Walluk Community Room Imagine Nation, A Museum Early Learning Center - $1,580 Imagine Nation Loves Burlington program including STEAM events in the Burlington community and a family event at Imagine Nation New Britain Museum of American Art - $1,500 Access to the Arts program for Region 10 students attending Har-Bur Middle School Town of Burlington – Social Services - $1,500 Support for Burlington families in need including food, fuel and other assistance as needed Town of Burlington – Social Service - $1,000 Support for Burlington families in need including food, fuel and other assistance as needed

Malerbo Children’s Field Maintenance Fund Grants - $9,160

DESIGNATED FUNDS AND AGENCY ENDOWMENT GRANTS - $390,923 American Clock & Watch Museum - $8,890 American Clock & Watch Museum Fund Boys & Girls Club of Bristol - $1,250 Edward Ingraham Fund Boys & Girls Club of Bristol - $5,320 Sky Bight Foundation Fund for the Bristol Boys & Girls Club Boys & Girls Club of Bristol (Cambridge Park Clubhouse) - $500 Ercole and Pamela Labadia Fund for the Boys & Girls Club Boys & Girls Club of Bristol (Youth of the Year) - $1,000 Charles Kushlan Memorial Fund Bristol Adult Resource Center - $3,760 Bristol Adult Resource Center Fund Bristol Family Resource Centers - $440 Mama Sandy Caggiano Fund Bristol Hospital Foundation - $8,840 Bristol Hospital Development Foundation Fund Burlington Historical Society - $490 Burlington Historical Society Fund Burlington Library - $910 Burlington Library Association Fund Business Education Foundation - $740 Bob and Carol Messier Family Fund City of Bristol - $54,959 Frederick Manross Trust Bristol Hospital - $54,959 Frederick Manross Trust Bristol Adult Resource Center - $6,820 Pat & Bob Wollenberg Fund for Bristol Adult Resource Center

Bristol Youth Football & Cheer - $1,500 Repairs to field structures due to hurricane damage in 2020

City of Bristol/Bristol Public Libraries- $4,360 Bristol Libraries Fund

Burlington-Harwinton Little League - $5,000 Replacement of shed at Library Field

City of Bristol/Bristol Public Library- $29,310 Samuel Goodsell Library Fund

Bristol CT Little League, Inc. - $2,660 Turf foul lines for outfield and yellow safety caps for fences

City of Bristol/Manross Memorial Library $45,115 Manross Memorial Library Fund City of Bristol/Parks and Recreation - $25,280 Samuel Goodsell Park & Playground Fund

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EFFECTIVE GRANTMAKING

City of Bristol/Parks and Recreation - $995 Family friendly bike pump track at Rockwell Park Friends of Bristol Parks and Recreation Fund City of Bristol Youth and Community Services/ Parent & Child Center - $7,000 Bristol Health Fund for the Parent & Child Center Connecticut Historical Society - $400 Connecticut Quilt Registry Legacy Fund Environmental Learning Centers of CT, Inc. - $9,200 Environmental Learning Centers of CT, Inc. Fund Environmental Learning Centers of CT, Inc. - $480 Estela Wilderness Education Fund Grand’Anse Health & Development Association - $2,000 Haiti Medical Fund Hypertrophic Cardiomyopathy Association - $850 Tyler James Gingery Memorial Fund Immanuel Lutheran School - $2,340 Immanuel Lutheran Alumni Tuition Assistance Fund New England Carousel Museum Fire Museum - $16,245 Hap Barnes Fund for Fire Safety and Prevention Opportunity House - $6,720 Pat & Bob Wollenberg Family Fund for Opportunity House Plymouth Historical Society - $910 Plymouth Library Association, Inc. Fund Southington-Cheshire Community YMCAs - $5,600 Bradley Henry Barnes Fund for the Southington Community YMCA St. Andrew Evangelical Lutheran Church - $1,660 St. Andrew Mission Endowment Fund The Compassionate Friends Central Connecticut Chapter - $1,000 Kai Alejandro Yagual Betts Memorial Fund Town of Plainville - $1,410 Plainville Affordable Housing Corporation Fund Tunxis Community College Foundation - $32,000 Bristol Career Center of Tunxis Community College Endowment Fund Bristol Career Center of Tunxis Community College Endowment Fund II Tunxis Community College Fund Tunxis Community College II Fund United Way of West Central Connecticut - $8,840 United Way of West Central Connecticut Fund West Cemetery Association – Barnes Memorial Chapel - $31,040 Carlyle F. Barnes Memorial Chapel Trust

Wheeler Clinic - $8,910 Wheeler Clinic/Dennis Keenan Fund Zion Evangelical Lutheran Church/Meals for Neighbors - $380 Eva M. Pierce Memorial Charitable Fund

DONOR ADVISED FUND GRANTS SUPPORTED THE FOLLOWING ORGANIZATIONS AND CHARITABLE INTERESTS - $197,540 American Clock & Watch Museum Barbara Franklin Hackman Fund for Women at Main Street Community Foundation BEST Boys & Girls Club of Bristol Bristol Adult Resource Center, Inc. Bristol Central High School Bristol Eastern High School Bristol Family Resource Centers Bristol Hospital Foundation Bristol Senior Center Bristol Technical Education Center City of Bristol/Parks and Recreation Community Foundation of the North State Connecticut Children’s Medical Center Foundation Connecticut Historical Society Connecticut Public Connecticut Science Center Dean College Deerfield Academy Educated Canines Assisting with Disabilities Edward W. and Audrey K. Mink Memorial Fund at Main Street Community Foundation Environmental Learning Centers of CT, Inc. Exchange Club of Bristol Fidelco Guide Dog Foundation First Congregational Church of Bristol Foodshare Grace Baptist Church – Grace Pantry Haiti Medical Fund at Main Street Community Foundation Hartford Stage Company Hartford Symphony Orchestra Jay Bonetta Memorial Fund at Main Street Community Foundation John & Gloria Difrancesco Fund for Women and Girls at Main Street Community Foundation Junior Achievement of Southwest New England, Inc. Kai Alejandro Yagual Betts Memorial Fund at Main Street Community Foundation Karen and Kim Murphy Family Charitable Fund at Main Street Community Foundation Liberty University Main Street Community Foundation Men & Boys’ Fund 16

at Main Street Community Foundation National Conference for Community and Justice New England Carousel Museum Northwest Catholic High School Nutmeg Symphony Orchestra Our Companions Domestic Animal Sanctuary Plainville Recreation Department Plymouth Department of Human Services Prudence Crandall Center Renbrook School Revolutionary Youth Theatre Ronald McDonald House of Connecticut Shepard Meadows Equestrian Center Sky Bight Foundation Fund for the Bristol Boys & Girls Club at Main Street Community Foundation Southington-Cheshire Community YMCAs Stone Ridge Foundation St. Paul Catholic High School TheaterWorks The Bushnell The Frederick Gunn School United Way of West Central Connecticut University of Hartford Veterans Strong Community Center Wally Barnes Fund for Community Leadership Initiatives at Main Street Community Foundation Williston Northampton School Women & Girls Fund at Main Street Community Foundation World Affairs Council of CT

IMMEDIATE RESPONSE FUND GRANTS - $9,198 Bristol Board of Education Immediate Response Fund Donna Borysewicz Fund for Women Jean Sorey Fund for Single Parent Families Karen DuCotey Fund for Kids Leading Ladies Immediate Response Fund Main Street Children’s Fund Men & Boys’ Immediate Response Fund Plainville Housing Assistance Fund The Werner Family Fund Women & Girls Immediate Response Fund

SCHOLARSHIP GRANTS - $256,615 ADMINISTRATIVE ENDOWMENT FUND GRANTS - $36,190 Main Street Community Foundation - $36,190 Barnes Group 150th Anniversary Fund Dave & Edith Scarritt Fund Main Street Community Foundation Endowment Fund Yarde Metals Community Support Fund

EFFECTIVE GRANTMAKING

Grants at a Glance

For the 2021 year, Main Street Community Foundation awarded grants totaling $2,173,618

6% 1% 10% 46% 13% 4% 3% 1% 3% 12%

Scholarship Program by the Numbers

Arts & Culture Workforce Development Human Services Health & Wellness Education Recreation/Youth Development Community Development Housing Other Scholarships

140 Number of students awarded scholarships

Elementary and secondary school

Graduating high school senior

Current college student

184

scholarships awarded from

257K

1.5K

Dollar amount of scholarships awarded

Average scholarship award size

funds

18 Number of cities and towns students come from

EFFECTIVE GRANTMAKING

2021 Scholarship Recipients Due to the ongoing pandemic, we could not celebrate our scholarship recipients and their achievements at the annual Scholarship Reception. However, one of the scholarships was able to be presented in person!

4 Burns Scholarship St. Joseph/St. Paul Fund Quinn Burns Andrew Shamper

Bristol Police Scholarship Fund Mackenzie Pina

Academic Achievement Award Ailey Driscoll Jennifer Fomenko Emma Quintero Christian Arndt Scholarship Fund Tyler Mendela E. Bartlett Barnes Award of Journalism Fund Krista Christmas Zoe Krueger Logan Zdun Stanley P. Bitel Memorial Fund Andrew Davies Sylvia Bodak Memorial Scholarship Fund Alyssa Lavoie

Bowerman Scholarship Fund Amber Champagne

Bristol Lions Club F. Fred Soliani Memorial Scholarship Fund Amber Champagne

Burlington Lions Charities Scholarship Fund Brianna Kelly Brooke Kvedar Joseph Mazzei Ron Burns Community Leadership Scholarship Fund Brianna Parker Conn Acoustics Scholarship Fund Casper Muter

Peter and Marjorie Bossi Educational Fund Devora Trestman

Bristol Boys & Girls Club Schulman Fund Brianna Champagne Amari Floyd Brianna Parker Ramon Peters

Bristol Yale Club Scholarship Fund Disha Beri Ryan Krompegal Jia Xin Lin Alexis Ludko Lexi Michaud Hayden Michele Kha Ngo Nadia Rapp Jithu Sajeevan

Peg Coughlin Nursing Scholarship Fund Karolina Wojtysko Rit Croce Academic and Vocational Scholarship Fund Thomas Hayden Richard A. DellaVecchia Scholarship Fund Emma Doran Katherine Dobroczynski Memorial Scholarship Fund Kathryn Clynes

Jeffrey Downes Memorial Scholarship Fund for the Trades Joshua Mayle Karen Finder Scholarship Fund Emina Velic Carolyn Fisher Scholarship Fund Kayla Lachance Olivia Fusco Memorial Art Scholarship Fund Pio Castellano Joann Galati Scholarship Fund for Education Olivia Skipper GE’s Industrial Solutions Scholarship Fund Kayla Pollman Lauren Viets Andrew and Murielle Giacomini Scholarship Fund Brooke Soucy Azilda Hebert Music Scholarship Fund Devora Trestman Grace & Norma Joy Scholarship Fund Lexi Michaud John Kalinoski Scholarship Fund Tyler Mendela Kalt Moreau Family Scholarship Fund for Education Devora Trestman

At the annual Stanley P. Bitel Memorial Golf Tournament, Andrew Davies was awarded a scholarship from the Stanley P. Bitel Memorial Fund at MSCF. Stan’s daughters Camilla and Darlene and his grandsons Nicholas and Dean were there to present it to him. The Stanley P. Bitel Memorial Fund was established in 2015 in memory of Stanley P. Bitel, the founder of Rowley Spring and Stamping Corporation in Bristol, CT. Stan personified entrepreneurial spirit, continual learning and self-achievement, and this fund is created for students who embody these characteristics. A scholarship is awarded annually to a resident of Connecticut who is a graduating high school senior or adult learner seeking qualifying skilled training in the manufacturing trade. Andrew, of Bridgeport, attends Housatonic Community College in pursuit of his degree in Engineering with a goal to work in the manufacturing industry.

From left to right: John Dellalana, Darlene Krammer, Susan Sadecki, Andrew Davies, Camilla Farrell, Dean Russolino, Nicholas Krammer 18

EFFECTIVE GRANTMAKING

KAWFY Memorial Scholarship Fund Pio Castellano Jacob Cipriano Emma Doran Thomas Hayden Kha Ngo Keating-Monaghan Memorial Scholarship Fund Zachary Bartley Cole Beland Joseph Dess Nicholas Haddon Gabriel Lehy Jonah Lopez Isabel Mejia Isaac Morehouse Lilah Morehouse Silas Morehouse Cameron Nadeau Alejandro Ojeda Leah Rival Rachel Ruffino Noah Stevens Kaitlyn Wood Lena M. & Peter L. Korotie Scholarship Fund Madison Bloom Makayla Bloom Vincent T. Kozyrski Scholarship Fund Erin Klem Sean Landry Memorial Basketball Scholarship Fund Sean O’Donnell Ray Machine Corp./Ray & Darlene Lassy Family Fund Nathan Scarola John J. and Doris Lazorik Memorial Scholarship Fund Sammi Bray Noelle Bruce Lexi Michaud Leger Initiative for Education Fund Karolina Wojtysko Dave Lepore Journalism Scholarship Fund Logan Zdun Therese MacCallum “Great Kid” Scholarship Fund Braeden Laframboise Auiranna Monteiro Nicholas P. Maglio ACE Fund Emma Rodjenski Malerbo Memorial Scholarship Fund Elliott Anderson Patrick Badzioch

Anthony Norton Scholarship Fund Kahiona Senior

Zachary Cudjoe Michael Decker Ainsley Fabrizio Megan Gaudreau Liam Lines Taylor Lorenzetti Chase Mendela Bella Peterson Angela Ragaini Cameron Roy Renee Singleton Madison Sirois Nathan Tartarelli Brianna Wood Adam Zwolinski

Scott W. Organ Student-Athletic Scholarship Fund Lexi Michaud Ralph Papazian Memorial Scholarship Fund Jakob Salinas Estelle Delano Peterson Scholarship Fund Kelly Poulin Dorothy Dewey Picard Music Scholarship Fund Pio Castellano

Maskery Family Scholarship Fund Samantha Erickson

Plymouth Community Club Scholarship Fund Kayla Lachance

Elizabeth I. and Louis J. Matt Medical Scholarship Fund Emma Doran Caitlin Hildebrand Sydney Leppones Lexi Michaud

Alice Pulsifer Memorial Scholarship Fund Noelle Bruce

Robert E. and Angeline P. McCormack Scholarship Fund Erin Klem Gabriel LeBlanc

Max and Ruth Rabin Scholarship Fund Amber Champagne

McMaster-Moulthrop Scholarship Fund Ailey Driscoll Jennifer Fomenko Marisa Heller Madison Laprise Christopher Osuch Samantha Plourd Natalia Popielarz Emma Quintero Douglas Sato Lauren Warner

Radcliff Family Education Fund Kerly Delgado Carter Dziedzic Lexi Michaud Selena Norton

Dorothy Micloskey Ives Award Fund Samantha Plourd Ken E. Micloskey Award Sarah Evanoski

Louis J. Rascoe Scholarship Fund Kayla Lachance

Radcliff Plainville High School Fund Kyle Badorek Jason Demmons Andrew Michalek Emanuel Yawin

Julie A. Roche Nursing Scholarship Fund Emma Doran

Dave Mongillo Memorial/Golf Scholarship Fund Cooper Burdette Max Chubet

Douglas Roland Aid for the Trades Scholarship Fund Joshua Mayle Clement J. Roy Scholarship Fund Brianna Champagne

Al and Joan Monico Scholarship Fund Lexi Michaud Ramon Peters

Saint Matthew School Scholarship Fund Austin Shores

NESMA Scholarship Fund Erin Klem Alyssa Lavoie

Dora Schubert Scholarship Fund Eli Benson

AJR Nocera Memorial Fund Stanley Cardona Kha Ngo

Lawrence (Larry) Selza Memorial Scholarship Fund Remy Mavinga 19

Glo Sessions Fund for Art Education Brianna Kelley Jill Lynne Shackett Educational Scholarship Fund Emily Bourassa Ashlynn Jefferson Olivia Skipper Southington Observer/StepSaver Scholarship Fund Erin Klem Jay W. and Elizabeth M. Tyrrell Scholarship Fund Raechel Klouda Zoe Krueger Sarah Lynch Louise (Humphrey) Van Gorder Music Camp Scholarship Fund Garret Millette Dr. Joan T. Wallace Prize for Highest Achievement in English at Southington High School Gabriel LeBlanc John & Peggy Walsh Memorial Scholarship Fund Amber Champagne Brianna Champagne Jia Xin Lin Brisa Lopez-Zaragoza Lexi Michaud Kristen Warner Scholarship Fund Braeden Laframboise John Whitcomb Scholarship Fund Damian Martin Eva Brodowicz Wickwire Volunteer Scholarship Fund Gina Dangelo Pat & Bob Wollenberg Scholarship Fund for Special Education Brooke Cusano Stephanie Tramontanis Yarde Metals Memorial Scholarship Fund Phoebe Barlow Brooke Fitzgerald Lauren Fitzgerald Jack Kozikowski Kate Kozikowski Jonathan Lukasiewicz Adrien Marcos Nathan Morton Dallas Sims Jackson Vogel

Respected Community Leadership The Foundation’s community leadership efforts, also known as “Money in Motion,” address a broad range of community goals. We identify opportunities within the community to support meaningful dialogue on issues affecting the towns we serve. We convene community members, assess changing needs, and propose action on critical concerns. In this way, we are able to develop collaborative solutions to meet emerging needs and provide support to what matters most to the people who live and work in the cities and towns of this region. 20

COMMUNITY LEADERSHIP

An Ongoing Commitment to Regional Health

Bristol Health is a pillar in the greater Bristol community, and the Brault Emergency Center is the front door to the Hospital, caring for over 40,000 patients each year. In order to have the space and technology to care for everyone, a four-phase renovation and expansion project began in 2019. Along with many other community partners, Main Street Community Foundation stepped up, providing a five-year grant totaling $50,000 from the Money in Motion Fund to support this endeavor. The COVID-19 pandemic highlighted the need for and importance of critical care, and the enhanced Emergency Center will provide a modern, state-of-the-art, family-oriented facility where residents can receive the care they need. In August 2019, the first phase of the project was completed: a 10-bed Emergency Center Behavioral Health Unit opened. This Unit is designed to meet the behavioral health needs of the community. After Newell Road was regraded for phase two of the project, phase three was completed. A 13,000 square foot addition

ARPA Funding: GovernmentNonprofit Partnerships to Better Our Communities

When the American Rescue Plan Act of 2021 (ARPA) was enacted in early 2021, a total of $350 million in COVID-19 relief funds became available for governments to aid households, businesses and nonprofits. The unique thing was that governments were encouraged to speak with their constituents and listen to their communities to develop plans on how to expend the funds. Communities across the country were recognizing how important it is for government and nonprofits to work together to assess need and potential impact these relief funds could provide. In August 2021, Main Street Community Foundation (MSCF) partnered with Connecticut Community Foundation, Northwest Connecticut Community Foundation and Valley Community Foundation to present an information session for municipalities and nonprofits that are located in the Cities and Towns served by the Naugatuck Valley COG (Council Of Governments) and Northwest Hills COG. With over 80 participants on the virtual conversation, valuable information was shared regarding eligibility, planning, 21

to the Emergency Room (ER) was unveiled in December 2021 coinciding with Bristol Hospital’s 100th anniversary. This addition is adjacent to the current ER, and the final phase of the project will seamlessly connect the two, creating one Emergency Center. The renovations and expansion will essentially double the size of the Emergency Center while creating an environment that is welcoming and comfortable for patients and visitors, and effective for those caring for them. Bristol Health continues its commitment to building healthier communities just as it has done for 100 years.

collaboration and ways funds could be strategically deployed to bring forth transformative change. MSCF ensured that representatives from all communities the Foundation served were part of the conversation. Additionally, MSCF President & CEO was appointed to serve on the City of Bristol’s 15-member Task Force which is responsible for the development of guiding principles and process that will lead to the allocation of $28 million dollars in funding that Bristol will receive. This once in a lifetime opportunity is helping to rebuild a stronger and more equitable community.

COMMUNITY LEADERSHIP

MSCF’s Commitment to Building Inclusive Communities In 2021, Main Street Community Foundation moved forward with the commitment to raise awareness around racial and social justice issues in the communities we serve while also taking concrete steps to strengthen internal practices utilizing a Diversity, Equity and Inclusion (DEI) lens. After having conducted DEI training with the MSCF Board of Directors and staff in 2020, the Foundation expanded its focus and brought in others closely connected to MSCF – the volunteers who serve on over a dozen committees that review grant proposals and recommend grant awards.

DIVERSITY, EQUITY AND INCLUSION SUBCOMMITTEE Mark Moriarty, Chair Marguerite P. Fletcher Scott F. Fournier Mary Ellen Hobson Kimberly H. James Susan D. Sadecki Mindy Wallen Andrea Wasley

In August 2021, MSCF invited Debby Irving, a renowned social justice educator and author of Waking Up White to engage in a virtual conversation with MSCF Board, staff and volunteers entitled “I’m a Good Person! Isn’t That Enough?” Irving is a powerful storyteller and uses her own life story to explore how systemic racism exists in our society. The opportunity to learn and share through the Debby Irving event informed and deepened ongoing conversations around issues of race and the need for action in the communities we serve. It was a conversation offering a fresh perspective on racial bias, stereotypes and tolerance. Funding for this important conversation was provided by the Wally Barnes Fund for Community Leadership Initiatives, an MSCF fund established in 2013 to promote collaborative solutions in an effort to build stronger communities. As part of the transition to a new online grants management system, MSCF staff also carefully examined internal grantmaking practices through an equity lens to identify ways to remove undue burden placed on grantees throughout the application process and ensure all grant funds are distributed in a fair and equitable fashion. Careful consideration was given to the purpose behind each of the questions we ask grantees throughout the application process. We also updated the ways in which we ask for demographic data from our grantees to better capture an accurate and respectful representation of the communities we serve. Looking ahead to 2022, the MSCF DEI Subcommittee is planning ongoing DEI education and community collaborations in an effort to build on the momentum created by this early work in our DEI journey. MSCF staff will remain connected and engaged to ongoing local DEI initiatives in an effort to serve as a source of information and education for donors and community stakeholders looking to build greater equity in the communities we serve. Through this work, we strive to ensure the fair treatment, access, opportunity and advancement for all people, while at the same time working to identify and eliminate barriers that have prevented the full participation of historically marginalized groups.

The MLK39 Project

Southington Pride

Promoting diversity, equity and inclusion in all six communities MSCF serves is of high priority. So when the Foundation was approached about supporting a mural in Southington depicting just that, grants were awarded from the KAWFY Memorial Fund and the Southington Arts Council Legacy Fund. The MLK39: Racial Equity Mural in Southington is located right in downtown on High Street, reflecting the diversity and youth of Southington. It is part of a larger project to mark Connecticut with 39 murals that reflect the messages that Martin Luther King Jr. represented. MSCF is also an inaugural sponsor of the Bristol MLK39 mural.

Southington Pride approached Main Street Community Foundation in early 2021, and MSCF is honored to work in partnership with them as their fiscal sponsor. Southington Pride is a grassroots organization working to serve the LGBTQIA+ Community, individuals with special needs / disabilities and to support topics surrounding intersectionality. In 2021, the organization launched supportive and social programming for these communities. While Southington Pride in the process of applying for their IRS charitable status, MSCF is able to provide administrative support and additional guidance.

COMMUNITY LEADERSHIP

Community Sponsorships Grants are not the only way to financially support nonprofit organizations and charitable causes. Sponsorships of events or initiatives often benefit a specific program or aspect of the organization. Main Street Community Foundation regularly supports organizations in all six communities.

Out in the Community Main Street Community Foundation prides itself on being an active member of the communities it serves. While the staff of MSCF serves on local level committees, teams and task forces, the Foundation staff can often be found at fundraising and volunteering events. After all, MSCF recognizes that a lot more goes into improving the conditions and opportunities for local residents than just dollars. Just two of the ways we found to support the community are:

Plainville PumpkinFest For six straight years, the Town of Plainville has held a PumpkinFest. With kid’s activities, food trucks, vendors, a haunted house and incredible pumpkin displays, this event is truly a gathering place and celebration for the Plainville community and beyond.

Farmers to Families MSCF staff members teamed up with other community volunteers to support the Farmers to Families food distribution that has been active since the start of the pandemic. Nearly every distribution for over a year, dozens of members of the community handed out boxes of food to residents who needed food due to the financial constraints the pandemic placed on them. The Farmers to Families initiative was organized in Bristol by the United Way of West Central Connecticut and the City, and in total 35,505 boxes of food were distributed weighing over 1 million pounds. This program saved the community nearly $1.5 million if they had purchased the same items at the grocery store.

SoCCA Reindeer Southington Community Cultural Arts hosted a Reindeer Games Holiday Parade where organizations and businesses could sponsor an artistic reindeer. MSCF’s reindeer was beautifully painted by Diane Sheard and Heidi Theriault. All reindeer were on display along the linear trail in Southington during the holidays, allowing residents to see them in the wild!

Turning the Town Teal You may notice that every year during the month of September, the City of Bristol turns teal. That is due to a campaign during National Ovarian Cancer Awareness Month to raise awareness of ovarian cancer and its symptoms led by Bristol residents Tony and Judie Lodovico. For nearly a decade, the MSCF staff has joined other volunteers in hanging teal bows on lightposts and trees, handing out symptom cards to local businesses and placing signs around the city. Next time you see us out in the community stop by to say hi - and help out!

Inspired

Stewardship of Assets The role of Main Street Community Foundation as a steward of permanent assets provides a unique service to the community. Each of the funds listed in this report was established by an individual, family, business or organization with a very specific purpose in mind. Safeguarding assets in perpetuity to honor donor intent is a responsibility the Foundation upholds every day. Administered prudently and thoughtfully, endowments will continue to provide a stable source of funding to projects, programs, and organizations in the Foundation’s service area — forever. All financial policies instituted by the Foundation are cornerstones of that prudent stewardship. 24

STEWARDSHIP OF ASSETS

Funds DONOR ADVISED FUNDS These funds allow donors to participate actively in grantmaking by making grant recommendations to the Foundation’s Board of Directors.

Tom & Melanie Barnes Family Fund (2004) Betts Family Fund (2017) Jay Bonetta Memorial Fund (2021) The Broad View Fund (2016) Bill & Janet Brownstein Charitable Fund (2015) John Brozinski and Anne Povilaitis Pulmonary Rehabilitation Fund (2003) Caiaze Family Charitable Fund (2013) George & Maureen Carpenter Family Charitable Fund (2013) Clement Family Fund (2010) Denorfia Family Charitable Fund (2003) Dumont Family Charitable Fund (2000) Cheryl Dumont-Smith Community Fund (2007) Pattie & Bill Dunn Family Charitable Fund (2011) Fiondella Fund (2001) Terry and Marguerite Fletcher Family Fund (2007) Furey Family Charitable Fund (2005) Greater Bristol Chamber of Commerce Fund (2000) David Greenleaf Community Support Fund (2020)

Hamzy Family Charitable Fund (2010) Rafi Hamzy Memorial Fund (2021) Ladies Power Lunch Fund (2020) Pat & Morrie Laviero Family Charitable Fund (2015) John & Sandra Leone Family Charitable Fund (2008) Lorenson Fund (2020) Manning/Sisson Memorial Fund (2021) Muncy/Smith Family Fund (2007) Nana Jane’s Fund (2017) Geoffrey M. Pierce Memorial Fund (2017) Pyrzenski/Audette Family Fund (2020) Stephen and Katherine Saman Memorial Fund (2015) Smith Family Charitable Fund (2004) Suchopar Family Charitable Fund (2021) Technical Education Fund (2005) Tim and Mary Walsh Charitable Fund (2011) Pat & Bob Wollenberg Charitable Fund (2017) Zomick Family Fund (2006)

A kind gesture can reach a wound that only compassion can heal. Steve Maraboli

AGENCY ENDOWMENTS These funds provide nonprofit organizations a full range of endowment management services.

American Clock & Watch Museum, Inc. Fund (1999) Bread for Life Fund (2020) Bristol Adult Resource Center Fund (2016) Bristol Hospital Development Foundation Fund (1999) Bristol Boys and Girls Club Fund (2004) Burlington Historical Society Fund (2008) Burlington Land Trust, Inc. Fund (2007) Burlington Library Association Inc. Fund (1999) Environmental Learning Centers of CT, Inc. Fund (1999) Plainville Affordable Housing Corporation Fund (2000) 25

Plymouth Library Association Inc. Fund (1999) St. Andrew Mission Endowment Fund (2009) The Bristol Career Center of Tunxis Community College Endowment Fund (2001) The Bristol Career Center of Tunxis Community College Endowment Fund II (2004) Tunxis Community College Fund (2000) Tunxis Community College II Fund (2004) United Way of West Central Connecticut, Inc. Fund (1999) Wheeler Clinic/Dennis Keenan Fund (1999)

STEWARDSHIP OF ASSETS

DESIGNATED AND PROJECT FUNDS These funds provide donors the opportunity to designate support for a specific charitable organization or charitable project. Bradley Henry Barnes Fund for the Southington Community YMCA (transferred in 2011) Southington Community YMCA Carlyle F. Barnes Memorial Chapel Fund (transferred in 2007) Originally established in 1936, for the maintenance and upkeep of the Carlyle F. Barnes Memorial Chapel Hap Barnes Fund for Fire Safety and Prevention (2002) Museum of Fire History in Bristol Hap Barnes Fire Safety Trailer Fund (2012) To purchase and maintain a fire safety trailer to instruct children about fire safety Kai Alejandro Yagual Betts Memorial Fund (2020) To support families through grants to nonprofit organizations providing services to family members who suffer from the effects of an unexpected or untimely death of an infant under the age of 2

Mama Sandy Caggiano Fund (2015) Family Resource Center at South Side School in Bristol Connecticut Quilt Registry Legacy Fund (2002) Connecticut Quilt Project of the Connecticut Historical Society Corliss Fund for the Bristol Family Resource Centers (2017) Bristol Family Resource Centers Early Learning – A PET Project Fund (2018) Bristol Preschool Child Care Center, Inc. and Imagine Nation, A Museum Early Learning Center for general operating and program support Estela Wilderness Education Fund (2012) Environmental Learning Centers of Connecticut (ELCCT) for camperships, program development, and trail maintenance Friends of Bristol Parks and Recreation Fund (2013) Bristol Parks and Recreation Department for park enhancement projects Tyler James Gingery Memorial Fund (2009) Hypertrophic Cardiomyopathy Association Samuel Goodsell Library Fund (transferred in 2014) The acquisition and purchase of books, preferably nonfiction, for the Bristol Public Library Samuel Goodsell Park and Playground Fund (2013) For the care, maintenance, improvement, acquisition, and extension of the parks and playgrounds in Bristol

Bristol Health Fund for the Parent & Child Center (2021) Parent & Child Center, a division of the City of Bristol Parks, Recreation, Youth and Community Services of Bristol, CT

Haiti Medical Fund (2017) Support for humanitarian efforts in Haiti to improve access to essential medical and surgical services and education to medical providers

Bristol Libraries Fund (transferred in 2014) For operating or capital expenditures to support the Bristol Public Library in Bristol and the F.N. Manross Memorial Library in Forestville

Immanuel Lutheran Alumni Tuition Assistance Fund (2015) Immanuel Lutheran School in Bristol

Bristol Yale Book Award Fund (2021) To provide an annual Yale Book Award to a high school junior at each high school located in Bristol, Burlington, Plainville and Plymouth Bristol Sports Hall of Fame Fund (BSHOF) (2005) For the general purposes of BSHOF and scholarships for Bristol High School student athletes Julius D. Bristol Trust Fund (transferred in 2007) Originally established in 1888, for the back-toschool needs of financially disadvantaged children, administered by Southington Community Services Department

Charles Kushlan Memorial Fund (transferred in 2006) Boys & Girls Club of Bristol Youth of the Year Award Ercole and Pamela Labadia Fund for the Boys & Girls Club (2017) Boys & Girls Club of Bristol, to support the Cambridge Park Clubhouse Manross Memorial Library Fund (transferred in 2014) For operating or capital expenditures to support the F.N. Manross Memorial Library in Forestville Frederick T. Manross Trust (transferred in 2020) Bristol Hospital and the F.N. Manross Memorial Library in Forestville Bob and Carol Messier Family Fund (2008) Bristol Business Education Foundation mini-grant program Sarah Norton Pardee Fund (2021) City of Bristol Cemetery Commission for the maintenance, repair and restoration of monuments, headstones, and grave markers of historical or architectural significance to the community of Bristol, CT Nutmeg Symphony Orchestra Educational Activities Fund (2018) Nutmeg Symphony Orchestra, to support educational programs and musical activities Jacob Perkins Memorial Fund (2020) Southington Police Department, to benefit the Southington Police K-9 Unit Eva M. Pierce Memorial Charitable Fund (2008) Meals for the Needy, Meals on Wheels, St. Vincent DePaul Society of Bristol, the Prudence Crandall Center and The Cancer Center at Bristol Hospital

Edward Ingraham Fund (2011) Boys & Girls Club of Bristol, to provide summer camp experiences for Bristol youth

Sky Bight Foundation Fund for the Bristol Boys & Girls Club (2011) Endowment for the Boys & Girls Club of Bristol facility, which opened in October 2014

Inside Rebecca’s Backpack Fund (2006) Southington Community Services, for school supplies, summer school, or other educational opportunities

Southington PRIDE Fund (2021) Southington PRIDE, to advocate for awareness and education on behalf of the LGBTQIA+ community and their allies

Kristen’s Kause Fund (2015) SouthingtonCheshire Community YMCAs, for a community-wide fire safety education program which includes information specific to the dangers of fireworks Kristen’s Wishes Fund (2007) Southington Community Services, “Wishes” for Youth

Pat & Bob Wollenberg Fund for Bristol Adult Resource Center (2018) Bristol Adult Resource Center, to support capital projects and repairs Pat & Bob Wollenberg Fund for Opportunity House (2018) Opportunity House, Inc. of Hamden, CT to support the employee appreciation program

STEWARDSHIP OF ASSETS

FIELD OF INTEREST FUNDS These funds allow donors to support a broad category of need such as the arts, healthcare, education, environment or a geographic area. Grant recipients are selected by the Foundation’s Distribution Committee.

John & Gloria DiFrancesco Fund for Women and Girls (2011) To advance initiatives identified by the Women & Girls Fund of the Foundation

Men & Boys’ Immediate Response Fund (2017) To provide immediate assistance for basic needs and opportunities for men and boys of all ages

Karen DuCotey Fund for Kids (2011) For students in Region School District #10 in need of immediate assistance due to a particular life situation or unexpected financial hardship

Merriman Family Fund (2000) To promote environmental and ecological preservation, conservation, education, research and advocacy

Barbara Hackman Franklin Fund for Women (2011) To support initiatives identified by the Women & Girls Fund of the Foundation

JoAnn & David Mills Family Fund (2013) To support a variety of charitable organizations primarily in the communities served by the Foundation

Bradley Henry Barnes and Leila Upson Barnes Memorial Trust (transferred in 2004) To support the health and well-being of Southington residents

Hands-On Fund (2018) To support non-sport, noncompetitive programs and activities for schoolage children living in or attending school in Southington

James R. Parker Trust transferred in (2002) To meet the needs of residents of the town of Burlington

Jaspersohn Family Memorial Fund (2001) To support programs and organizations which provide humanitarian efforts to the greater Bristol area

Plainville Community Fund (2006) To provide funding for charitable projects and programs that will enhance the quality of life for Plainville citizens

Fuller and Myrtle Barnes Fund for Education (1998) To provide special educational programs and opportunities for teachers and students in the pre-school to 12th grade populations Becker Family Fund (1996) For healthcare, education and social action Sid Bernard & Ed Miller Children’s Fund for the Visual Arts (2013) To support programs and projects teaching innovative or traditional art education skills to students

Margaret Haberman Memorial Fund for Music (2010) For the promotion and appreciation of music in the communities served by the Foundation

KAWFY Memorial Fund (2019) To support programs and projects that will benefit the community of Southington Hal Kilby Athletics Fund (2016) To support community athletic needs in Bristol

Donna Borysewicz Fund for Women (2015) To advance initiatives identified by the Women & Girls Immediate Response Fund of the Foundation

Paige Wartonick Laferriere Memorial Fund (2001) To support programs and organizations with preference to health care, education and social action

Bristol Board of Education Immediate Response Fund (2005) To provide immediate response grants for the children, families and employees of the Bristol School system in need of assistance

Leading Ladies Immediate Response Fund (2010) For immediate response grants to women and girls in Southington with emphasis on basic needs, health, safety, education, and employment opportunities

Bristol Talks Teal Fund (2013) To raise awareness of ovarian cancer and its symptoms, and to assist individuals who suffer from ovarian cancer and may qualify for medical assistance they cannot provide for themselves

Main Street Children’s Fund (2006) To provide immediate response grants to address the basic needs of children under the age of 18, or to promote the general well-being of area youth

Burlington Community Fund (2011) For charitable projects and programs that will enhance the quality of life for the citizens of Burlington

Make A Mark Region 10 Enrichment Fund (2009) To advance special and creative initiatives to benefit the students who attend public schools in Burlington and Harwinton

Calvanese Foundation Green & White Fund for Behavioral Health (2013) To provide support to adults and children residing in Southington who are in need of mental health and/or substance abuse treatment services by providing mental health screening, access to care, and education

Malerbo Childrens Field Maintenance Fund (2005) To provide grants for field maintenance, field improvement, facility improvements or related equipment to nonprofit organizations in Burlington and Bristol that provide organized youth sports activities

Ciccarelli-Vitale Community Advancement Fund (2001) For distribution in the fields of education and the environment; to provide assistance to Bristol residents acutely in need

Elizabeth I. and Louis J. Matt Animal Protection Fund (2006) To provide for the care and support of animals in need in the State of CT

Dan Cistulli Memorial Music Fund (2004) Funding for lessons and/or instruments to young people in Bristol who may need financial assistance

Men & Boys’ Fund (2016) To make it possible for men and boys to improve the quality of their lives, increase self-sufficiency and make a positive difference in their community. 27

Laura Schlesinger Minor Fund (2017) To support initiatives identified by the Women & Girls Fund of the Foundation

Plainville Housing Assistance Fund (2019) To support income-eligible Plainville residents in need of assistance to secure affordable housing Plymouth Century Club Fund (2006) To provide mini-grants to Plymouth’s teachers and other school personnel for creative and innovative instructional practices Douglas and Noreen Schumann Special Interest Fund (1998) To support community programs focused on building self-esteem, confidence and strong values in young people Jean Sorey Fund for Single Parent Families (2015) To provide support to single parents for immediate needs to better their families Southington Arts Council Legacy Fund (2018) To provide grants for the promotion and appreciation of artistic and cultural opportunities to benefit Southington residents Jay and Elizabeth Tyrrell Fund for the Arts (2011) To advance artistic and cultural opportunities in the greater Bristol area Werner Family Fund (2000) To provide immediate assistance for basic needs and opportunities for inclusion to families with children facing financial hardship Women & Girls Fund (2001) To support programs which improve the conditions and opportunities for females in the towns served by the Foundation Women & Girls Immediate Response Fund (2002) To provide immediate assistance for basic needs and opportunities for women and girls of all ages

STEWARDSHIP OF ASSETS

SCHOLARSHIP FUNDS These funds enable a donor to establish a named fund for any level of education. Donors may designate a particular school, field of study and select eligibility criteria.

Academic Achievement Award (2015) Christian Arndt Scholarship Fund (2006) E. Bartlett Barnes Award of Journalism Fund (1999) Stanley P. Bitel Memorial Fund (2015) Sylvia Bodak Memorial Scholarship Fund (2001) Peter and Marjorie Bossi Educational Fund (2003) Bowerman Scholarship Fund (2008) Bristol Boys & Girls Club Schulman Fund (2000) Bristol Lions Club F. Fred Soliani Memorial Scholarship Fund (2008) Bristol Police Scholarship Fund (1999) Bristol Yale Club Scholarship Fund (1999) Bristol Yale/Miles Peck Jennings Memorial Scholarship Fund (2021) Burlington Lions Charities Scholarship Fund (2000) 4 Burns Scholarship/St. Joseph/St. Paul Fund (2000) Ron Burns Community Leadership Scholarship Fund (2020) Alicia M. Butler Memorial Scholarship Fund (2021) Conn Acoustics Scholarship Fund (2006) Peg Coughlin Nursing Scholarship Fund (2000) Rit Croce Academic and Vocational Scholarship Fund (2014) Richard A. DellaVecchia Scholarship Fund (transferred in 2002) Katherine Dobroczynski Memorial Scholarship Fund (2014) Jeffrey Downes Memorial Scholarship Fund for the Trades (2015) Karen Finder Scholarship Fund (2003) Carolyn Fisher Scholarship Fund (transferred in 2004) Olivia Fusco Memorial Art Scholarship Fund (2016) Joann Galati Scholarship Fund for Education (2019) GE’s Industrial Solutions Scholarship Fund (2015) Andrew and Murielle Giacomini Scholarship Fund (2003) Azilda Hebert Music Scholarship Fund (2000) Grace & Norma Joy Scholarship Fund (2008) John Kalinoski Scholarship Fund (transferred in 2004) Kalt Moreau Family Scholarship Fund for Education (2018) KAWFY Memorial Scholarship Fund (2019) Keating-Monaghan Memorial Scholarship Fund (2008) Lena M. and Peter L. Korotie Scholarship Fund (1997) Vincent T. Kozyrski Scholarship Fund (2010) Sean Landry Memorial Basketball Scholarship Fund (2008) Ray Machine Corp./Ray & Darlene Lassy Family Fund (2017) John J. and Doris Lazorik Memorial Scholarship Fund (1997) Leger Initiative for Education Fund (L.I.F.E.) (2005) Dave Lepore Journalism Scholarship Fund (2003) Thérèse MacCallum “Great Kid” Scholarship Fund (2005) Nicholas P. Maglio ACE Fund (2011) Main Street Community Foundation Scholarship Fund (1997) Malerbo Memorial Scholarship Fund (2005) 28

Maskery Family Scholarship Fund (2018) Elizabeth I. & Louis J. Matt Medical Scholarship Fund (2007) Robert E. and Angeline P. McCormack Scholarship Fund (2002) McMaster-Moulthrop Scholarship Fund (1999) Ken E. Micloskey/Dorothy Micloskey Ives Award Fund (2002) Dave Mongillo Memorial/Golf Scholarship Fund (2018) Al and Joan Monico Scholarship Fund (2013) NESMA Scholarship Fund (2010) AJR Nocera Memorial Fund (2007) Anthony Norton Scholarship Fund (2015) Scott W. Organ Student-Athletic Scholarship Fund (2000) C. Henry Ozga Memorial Scholarship Fund (2021) Ralph Papazian Memorial Scholarship Fund (2013) Estelle Delano Peterson Scholarship Fund (2004) Dorothy Dewey Picard Music Scholarship Fund (1999) Plymouth Community Club Scholarship Fund (transferred in 2003) Alice C. Pulsifer Memorial Scholarship Fund (transferred in 1997) Max and Ruth Rabin Scholarship Fund (2006) Radcliff Family Education Fund (2002) Radcliff Plainville High School Fund (2006) Louis J. Rascoe Scholarship Fund (2005) Julie A. Roche Nursing Scholarship Fund (2014) Douglas Roland Aid for the Trades Scholarship Fund (2009) Clement J. Roy Scholarship Fund (2012) Saint Matthew School Scholarship Fund (2000) Dora Schubert Scholarship Fund (transferred in 2017) Lawrence (Larry) Selza Memorial Scholarship Fund (2010) Glo Sessions Fund for Art Education (2012) Jill Lynne Shackett Educational Scholarship Fund (2013) The Southington Observer/Step Saver Scholarship Fund (2005) Jay W. & Elizabeth M. Tyrrell Scholarship Fund (2011) Louise (Humphrey) Van Gorder Music Camp Scholarship Fund (2014) Dr. Joan T. Wallace Prize for Highest Achievement in English at Southington High School (2014) John & Peggy Walsh Memorial Scholarship Fund (2011) Kristen Warner Scholarship Fund (2004) John Whitcomb Scholarship Fund (2001) Reverend Dr. Eddie C. Whitehead of Bristol, CT – Reverend Dr. Martin Luther King Jr. Scholarship Fund (2021) Eva Brodowicz Wickwire Volunteer Scholarship Fund (2015) Pat & Bob Wollenberg Scholarship Fund for Special Education (2018) Yarde Metals Memorial Scholarship Fund (2005)

STEWARDSHIP OF ASSETS

UNRESTRICTED COMMUNITY FUNDS These funds are flexible and responsive to emerging and changing community needs. The Foundation distributes grants from these funds where they are needed most.

Wally Barnes Fund for Community Leadership Initiatives (2013) Bristol Brass General Grant Fund (1998) Bristol Savings Bank Fund (1996) Angela and Al Caruso Family Charitable Fund (2006) Ronald F. and Emilie P. Duhaime Family Fund (2003) Formagioni-Lodovico Family Fund (2009) Jim & Eleanor Frawley Community Fund (2010) Gnazzo/Reidy Charitable Fund (2000)

Main Street Community Foundation Memorial Fund (2008) Edward W. and Audrey K. Mink Memorial Fund (2000) Money in Motion Fund (2015) Karen and Kim Murphy Family Charitable Fund (2016) Tedesco-Gallant Charitable Fund (2005) Turkus Family Fund (2000) Pat & Bob Wollenberg Family Fund for the Community (2018)

SUSTAINABILITY FUNDS Sustainability Funds strengthen the Foundation’s role as a funder, community leader, convener and advocate.

Barnes Group Inc. 150th Anniversary Fund (2007)

Dave and Edith Scarritt Fund (2004)

Main Street Community Foundation Endowment Fund (2000)

Yarde Metals Community Support Fund (2005)

STEWARDSHIP OF ASSETS

Burlington Community Fund Burlington Community Fund was established by Burlington residents for Burlington residents.

Men & Boys’ Fund The Men & Boys’ Fund seeks to help men and boys improve the quality of their lives, increase self-sufficiency and make a positive difference in their communities.

In 2011, a group of committed community leaders in Burlington came together to create an endowment fund at Main Street Community Foundation to provide a permanent source of funding for charitable projects and programs that will enhance the quality of life in their community. After 10 years, a total of $41,000 in grants has been distributed, impacting a population of approximately 9,500 citizens. But this is just the start of forever.

The annual fall grant cycle was held and several organizations submitted funding requests. Grant applications were evaluated on the identified needs in the community. Four grants totaling $5,000 were recommended and included arts and career opportunities for students as well as capital items for the local library. The full listing of all grants awarded from the Fund can be found on page 14 of this Annual Report.

While the COVID-19 pandemic has affected every aspect of life, the Burlington Community Fund has remained committed to not just improving the lives of Burlington residents, but listening to them and sharing information. The Fund maintains a social media presence where information is disseminated and residents are encouraged to share any identified needs. Members of the Fund’s Advisory Council regularly meet with the Town’s First Selectman to assess the community’s needs. That is how the Fund learned that the Social Services Department of the Town of Burlington was still experiencing a dramatic increase in demand for assistance with food, fuel and other basic necessities. Knowing the impact their support could have, the Burlington Community Fund responded with a $1,500 grant to assist families.

The Fund’s Advisory Council is continually looking for ways to enhance the quality of life for the people in Burlington, and that is why the Burlington Bell, donated to the citizens of Burlington by Bob Merriman, stands as a symbol for the fund - it calls the community to action to help their neighbors.

Five years ago a group of individuals became concerned about the challenges facing local men and boys. They approached Main Street Community Foundation for advice and assistance. Through several community meetings with local leaders, social service providers and businesses to discuss and identify the unmet needs of local men and boys, the Men & Boys’ was established. As the Men & Boys’ Fund continued to grow, they went back to their roots. The Fund’s volunteers continually work to identify important local needs and educating others about those needs through conversations with individuals and small groups. Conversations in 2021 continued to reveal that boys struggle in school and underperform academically; mentoring for boys and men is critical; boys need access to life skills development; and building confidence in boys is essential. These conversations have also helped to inform the Men & Boys’ Fund’s grantmaking, and in 2021, a record $7,500 was awarded to four organizations. Three of the grants will continue funding the following high impact programs – Boys & Girls Club of Bristol’s Passport to Manhood; City of Bristol Youth and Community Services’ Skills to Pay the Bills, Men’s Edition; and The Children’s Law Center’s legal representation of male children in family court. The final grant was awarded to a new program Plainville Adult and Continuing Education’s Boot 30

2021 Burlington Community Fund Advisory Council Janet Schwartz, Chair Ann Mazeau Jacky Quinn, Secretary Sanford Mazeau Jonathan Schwartz, Treasurer Mary Peterson Robert Caiaze Paul Rochford Sandy Hierl Pat Small Colleen Magnus Summer Abdelrehim, Student Representative Kya Aranha, Student Representative Addison Grobard, Student Representative Cassandra Martinartti, Student Representative

Camp for New Dads. This is a national program that is being brought to Plainville, and it will be the first in the state. A full description of the grants awarded can be found on page 14. The Fund serves six communities – Bristol, Burlington, Plainville, Plymouth, Southington and Wolcott – and many grants have supported individuals from all communities. Since 2016, $30,200 has been awarded in program grants, and nearly $6,000 has been awarded in immediate response grants, which are grants under $500 for men and boys who may be in need of immediate assistance due to a particular life situation or unexpected financial hardship. 2021 Men & Boys’ Fund Advisory Board Rich Carmelich, Chair Dave Rackliffe, Vice Chair Rob Sanderford, Secretary Camerin Crowal, Treasurer Rodger Stotz, Past Chair Chris Amorosino Michael Audette Chris Cassin Steve LePage Jay Maia

STEWARDSHIP OF ASSETS

Plainville Community Fund Fifteen years ago a group of community leaders in Plainville came together with a common but simple goal: to enhance the quality of life for Plainville residents.

The fund creates a permanent resource for charitable programs and projects. In 2006, the Plainville Community Fund was established at Main Street Community Foundation. Since that time, the Fund has become a true asset of the community. MSCF has awarded 95 total grants from the Fund totaling $106,000 to organizations working to improve the lives of Plainville residents. The Plainville Community Fund Advisory Committee regularly assesses the needs in town, which inform the grantmaking. Grants have been made from the Plainville Community Fund to make the community stronger and to help meet the changing needs of Plainville residents. The annual Plainville PumpkinFest, which has become a signature event in town, recognized the impact of the Fund, and for several years the Fund has been the beneficiary of proceeds raised at the event. It is due to proceeds from such an event, other fundraising initiatives and the generous donors

Women & Girls Fund The Fund began in 2001 with a living room meeting of local, dedicated women. There was so much enthusiasm that the women came out of that meeting with a task force and working committees formed. Focus groups were then held in each of the six communities served, and funds were raised. The first grants were awarded in 2002: $7,000 to six organizations and programs.

The Fund celebrated its 20th anniversary in 2021, and has distributed a total of over $665,000 in grants and immediate response funds since its establishment to improve the conditions and opportunities for women and girls in Bristol, Burlington, Plainville, Plymouth, Southington and Wolcott. While the Fund continues to grow, one thing that has never changed is the generosity and commitment of its donors, volunteers and supporters. It is thanks to them that the Fund is able to impact more and more women and girls each year. Contributing to the Fund’s wide reach is the appropriately titled Wonder of Women (WOW) event held annually. After having to cancel the 2020 event, the September 8, 2021 WOW welcomed approximately 350 guests to the Aqua Turf to reflect and celebrate. A highlight of the event was the announcement of the 20th Anniversary grant recipients. To commemorate this milestone, the Women & Girls Fund committed $20,000 for a grant program to award unrestricted support to nonprofit organizations. Eligible applicants were asked to answer a single question: “Twenty years from now, what do you hope others see as your organization’s legacy for women and girls?” The WOW event was so successful that an additional $45,000 was awarded in grants to local organizations that have a longstanding relationship with the Fund and are providing critical programs for women and girls. The listing of all grants awarded – a record $65,000 to 18 organizations – can be found on page 14. The proceeds from the WOW event are not the only source of funding for grants from the Fund; there 31

throughout the last 15 years that the Fund has grown to be able to meet so many needs in the community. In 2021, a total of $12,000 in grants were awarded to eight organizations. Grants supported causes such as domestic violence prevention programs; enrichment activities for all ages and food for the food pantry. A full list of the grants awarded from Plainville Community Fund this year can be found on page 14 of this Annual Report. 2021 Plainville Community Fund Advisory Council Deanna Gelt, Co-Chair Robyn Poulos, Co-Chair Carol Staubley, Secretary Andrea Wasley, Treasurer Helen Bergenty Simonne Corriveau Mary Couture Lynn Davis Val Dumais Kenneth Gnazzo

Kristen Lavallee Robert E. Lee Lana Manafort Kelly Perrotti William Petit William Petit, Jr. Jo Rosinski Joe Ruffinni Jim Welch Lynn Wrobel

are three additional resources - the Women & Girls Fund endowment and two other named funds whose distributions support initiatives identified by the Women & Girls’ Fund: John & Gloria DiFrancesco Fund for Women and Girls and Barbara Hackman Franklin Fund for Women. Combatting Period Poverty in Local Schools and Shelters Did you know one-in-five teens struggle to afford period products and have missed a day of school due to that? Or that 46 percent of low-income women have had to choose between buying period products or a meal? Furthermore, did you know that these necessary products are not covered by WIC and SNAP benefits, and schools do not always have access to extra products, especially ones that may fit teen girls? Wanting to do even more to help the local communities, the Women & Girls Fund organized a collection of feminine hygiene products to combat period poverty in Bristol, Burlington, Plainville, Plymouth, Southington and Wolcott. Hundreds of items were collected before and during the Fund’s WOW event. They were distributed to local schools, shelters and human service agencies. 2021 Women & Girls Fund Advisory Board Catherine Cassin, Chair Jessica Pieri, Vice Chair Sofia Bayne, Co-Secretary Marilyn Perzan, Co-Secretary Julia Weston, Past Chair Jarre B. Betts, Member-at-Large Jeanine Audette Kimberly Lewis

Sarah Lucian Susan Moreau Lisa Palen Julie Rebelo Sharon Stotz Susan Winn Carolyn Ziogas

STEWARDSHIP OF ASSETS

Bradley Henry Barnes & Leila Upson Barnes Memorial Trust For close to half a century, the Bradley Henry Barnes & Leila Upson Barnes Memorial Trust has worked to improve the health and well-being of anyone calling Southington home. The Trust has become widely recognized as a permanent fixture in the community bringing forth innovative approaches and positive change through thoughtful and sustainable investments in local healthcare institutions and well-being initiatives.

From the establishment of the Trust in 1973 through 2012, funding was directed only to Bradley Memorial Hospital, now the Hospital of Central Connecticut. In 2013, the Barnes Trust broadened its grantmaking in accordance with the trust agreement. Before doing so, MSCF commissioned a community health needs assessment to better understand the health and healthcare needs in the Southington community. Through this assessment, opportunities for support were identified that would address gaps in services and promote efforts to strengthen the health and well-being of community members. As a result, the decision was made to begin a community-based grantmaking program to provide capital improvement and programmatic grants supporting the health and well-being of Southington residents. Prior to the onset of the COVID-19 pandemic in 2020, the Trust’s Advisory Committee commissioned a second needs assessment to build on findings from the first study. Findings from this assessment, titled A Study of Community Health and Healthcare Needs | Southington, Connecticut, may be found by visiting mainstreetfoundation.org/publications. The following community health and healthcare priority grantmaking areas were identified based on these findings: n Health/Health Care Needs for an Aging Population n Substance Use and Mental Health n Healthy Initiatives and Lifestyle including, but not limited to: • COVID-19 related needs and recovery efforts • Availability and Access to Healthy Food • Environmental Protection and Sustainability of Natural Resources • Fitness and Health • Health Equity • Health Literacy and Education • Transportation and Access to Health Services While the newly identified priority areas remain the primary focus of all grantmaking from the Trust, the COVID-19 pandemic also highlighted the importance of strengthening and sustaining organizations doing the work to protect and improve the health and well-being of Southington residents. In 2020, the Trust awarded unrestricted operating support grants as well as grants in direct response to COVID-19 in an effort to support organizations in an impactful and meaningful manner. As the pandemic continued in 2021 and Southington healthcare and nonprofit organizations continued to face financial challenges , the Trust awarded its first grants of the year to existing and past grantees to enhance the sustainability and capacity of community partners. Six organizations were awarded grants for the continuation of programs and initiatives previously supported by the Trust for equipment, supplies and technology needs related to COVID-19 as well as unrestricted operating support.

As the Southington community continued to recover and the Advisory Committee took stock of ongoing needs, the Trust pivoted and held a second grant cycle to support capital projects, programs or initiatives that enhance the health and wellbeing of Southington residents. Ten organizations received grant support that aligned with the established priority areas outlined in the needs study. In addition, six responsive grants were awarded to organizations to address urgent and immediate needs in the community. The Trust also sponsored numerous local events throughout the year. A full list of all the grants awarded from the Trust in 2021 – totaling $857,213 - can be found on page 33 of this Annual Report. The Barnes Memorial Trust Advisory Committee is dedicated to the continuous assessment of the rapidly changing needs in Southington related to health and well-being. Conversations with key community stakeholders and partners are ongoing, and the grantmaking strategy is often adjusted to ensure community needs are being met. In 2021, in response to the mounting mental health crisis in Southington, the Advisory Committee began preliminary conversations with local health care organizations to identify potential avenues of support for emerging local mental health programming. Additionally, the Advisory Committee established a mental health subcommittee to further explore possible programmatic solutions to this crisis. Collaborative conversations and efforts to identify pathways to support the mental health of Southington residents will continue in 2022. The Bradley Henry Barnes & Leila Upson Barnes Memorial Trust was originally established in 1973 by the late Bradley Henry Barnes of Southington to support the health and health care needs of Southington residents. The Trust was transferred to MSCF in 2004 and has since awarded over $11.4 million in grants. When Bradley first created the Trust, which is now valued at over $22 million, he most likely did not envision a global pandemic or the tangible impact his legacy would have on the Southington community. But the Foundation, with guidance from the Barnes Trust Advisory Committee, was able to act quickly to meet the health and wellbeing needs of Southington in this time of great uncertainty largely due to Bradley’s foresight and love for his community. 2021 Bradley Henry Barnes &Leila Upson Barnes Memorial Trust Advisory Committee William J. Tracy, Jr., Chair Sherwood Anderson Susan Gagnon Ondusko Pamela Higgins Mary Ellen Hobson Janis L. Neri John D. Scarritt George Skarvinko Barry Thompson Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio

STEWARDSHIP OF ASSETS

Friends of the Foundation We gratefully acknowledge the Friends of Main Street listed on this page who generously supported our 2021 annual Friends Appeal. This annual campaign, overseen by past board member and founder Tom Barnes, provides necessary administrative financial support to advance the charitable activities of the Foundation to better serve your communities.

We want to take this opportunity to sincerely thank the many campaign donors and volunteers. Without your gifts in 2021, we would not have been able to respond to your communities’ most pressing needs. In appreciation, a donor and friends reception is held annually to honor and thank the Foundation’s donors and volunteers. After a year hiatus, the Friends Reception was held in August at Wood Acres Farm in Terryville. Nearly 130 Friends attended the outdoor reception, enjoying the property, great food and a quintet from the Bristol Brass and Wind Ensemble. The night also featured belated 25th anniversary greetings through city and town proclamations. Special appreciation to Dawn Nielsen for designing the invitation, and Garrett Printing & Graphics for their donation of printing. Sincere gratitude to our hosts Joyce and Ken Wood for their hospitality, including the magnificent horse-drawn carriage rides. Your support means more than ever before, and you can be proud of the comprehensive center for leadership and philanthropy you have created and helped to sustain for the benefit of your local communities, both now and forever. PARTNER IN PHILANTHROPY ($2,500+) Barnes Group Foundation, Inc. Thomas and Melanie Barnes COMMUNITY INVESTOR ($1,000-$2,499) Lisa Attle Jarre and Whit Betts Robert and Rebecca Caiaze Leonide and Irene Charette Dennis Crispino D’Amato Construction Company, Inc. Marguerite Fletcher Charles and Rosamond Glendon Edward and Carole McPhee William Micari

Jeanne Radcliff James and Kathleen Sayre John and Susan Scarritt Sky Bight Foundation, Inc. LEGACY BUILDER ($500-$999) Michael and Eileen Adams Sherwood and Kate Anderson Kenneth and Mary Benoit C. David and Judith Bomar Richard Caporaso Dennis and Eileen Cleary Cheryl Dumont-Smith and Edward Smith Arthur and Lillian Funk Gibbs Wire & Steel Co., Inc. Stephen and Kimberly Lewis Janis Neri New England Spring & Metalstamping Association Kathy and Edward Reinhard Ezra Ripple Susan and Ronald Sadecki Carl and Sharon Sellberg Melita Sokolowski Tollman Spring Co., Inc. Andrea and Christopher Wasley Tracy Yarde AMBASSADOR ($250-$499) David and Kristen Aldieri Denise and Alan Bednaz Victoria Biondi Mark and Nancy Blum BBK - Bob Alim, Bob Boudreau, Kevin Prior C & H Electric, Inc. Connecticut Lighting Center, Inc. Country Manor Realty, Inc. Daniel and Sally Daigle David DeCroce Valerie DePaolo and Michele Boisvert Ronald and Emilie Duhaime Melanie Dumont Roland Dumont Patricia and William Dunn Roger and Kathleen Fekete Virginia and Geoff Fitzgerald Fontaine Mechanical Heating & Air Conditioning Inc. Scott and Karen Fournier Funk Funeral Home Timothy Gamache

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STEWARDSHIP OF ASSETS

David and Andrea Graham Mary Ellen Hobson Dennis and Mary Keenan Harold Kilby Paula and Richard Knight Michael Lambert Thomas and Geraldine LaPorte Edward and Laura Lorenson Mark and Kathryn Malley Masotti Electric Townsend Mink Susan and Mark Moreau Mark and Kim Moriarty Thomas and Marie O’Brien Jennifer and Tim O’Connor William Petit Jr. Deborah and Marino Prozzo Radiologic Associates Riverside Investment Services LLC Jennifer Scully John and Mary Smith Donald and Linda Soucy Karen Stevens Sharon and Rodger Stotz Rebecca and Marc Zappone COMMUNITY CHAMPION ($100-$249) Anonymous Anonymous 2 ACG North America, Inc. Megan and Michael Albanese James and Denise Albert Allread Products LLC Chris and Mari Amorosino Kurt and Jean Barwis Patricia and William Bayne Kyle and Emily Biddick Cindy Bombard Gary Boukus Marie and Kenneth Bowes Bradley, Foster & Sargent, Inc.

Michael and Susan Brault Nancy Brault Bristol Recovery Club Inc. Peter and Trudy Brown C.V. Mason & Co., Inc. Patricia Chapman Armann Ciccarelli and Valerie Vitale Dorothy and Raymond Ciechoski City Hardware, Inc. Sondra and Anton Clement Vincent and Gloria Colonero Elaine and Richard Couture Crescent Manufacturing Operating Co. George and Patricia Crowley DACRUZ Manufacturing Kristine and Peter Dargenio Louise Laurentano DeMars Barbara and Timothy Denehy Nancy Denehy Joseph and Amy DiFazio Val and Susan Dumais Cary Dupont Diane and James Eitvydas Marv and Lorraine Friedman Timothy and Valerie Furey Joann Galati Donald and Margaret Goranson Roger and Arlene Grandbois John and Barbara Greenlaw Barbara and William Grindal Hamzy Law Firm, LLC Wilma and Dennis Hart Kenneth Hintz Kathleen Hopko Kimberly and Hopeton James Rita Joy and Gary Sassu Barbara Keiffer Lisa and David King Leslie Kish Edward Krawiecki Ercole and Pamela Labadia Elizabeth Lane Christopher and Leah LaPlaca

Kimberly and Richard Larkin Steven and Donna Lasewicz Dawn Leger John and Sandra Leone Kelly and Brian Leppard Judith and Anthony Lodovico M.R. Home Care Diane and Raymond Macklosky Lexie Mangum Meredith Mann Julie and Patrick Matthews Sanford and Ann Mazeau Victor and Kathleen Mitchell Kim Murphy Frances Nadeau Elliot and Patricia Nelson Dawn and Eric Nielsen Susan and Richard O’Brien Sally and Terry O’Connor James and Catherine O’Hara Lisa and Christopher Palen Mark Peterson and Monique Cloutier William and Barbara Petit Patricia and Joseph Philippon Rhonda and John Pilkington Julie and Caleb Portfolio James and Ann Pryor Darcy and David Rajotte Gary Roberge Paul and Jodi Rochford Robert and Janice Sanderford James and Elizabeth Scarritt Daniel Scoppetta Scott Funeral Home, Inc. Susan and Francis Scully Lee Sinkwich and Claudette Ferrante Mark Smaldone and Patricia Bechard Smaldone Daniel and Jessie Smiley Patricia and Murdo Smith Sara Sonne Deborah Spooner Terry Enterprises, LLC 34

Barry Thompson and Therese Pac William and Kim Tracy Morgan and John Urgo Arthur and Patricia Ward Katherine and Gary Weed Christopher Wright David and Stephanie Zomick FRIEND (UP TO $100) Richard and Barbara Alden Bristol Adult Resource Center, Inc. Olga Callender Nancy and John Chiero Eric and Renita Clemons Diane Donovan Michael Dube and Karen Samul Marilyn Fetzer Mary Lynn and Gary Gagnon Maryellen Holden Robert Jorgensen Robert and Patricia Kalat Kate and Kevin Kerchaert Bonnie and John Lodovico Maria Teresa and William Lombardi Angeline McCormack Laura and Craig Minor Harold and Diana Oberg Sebastian and Karolina Panioto Karen Pescarmona Mary-Alice Petrucelli-Timek Jerald and Carroll Rafaniello Samantha Rajotte Marilyn Resnick Maryann Seleman Maureen Sonstrom Matthew and Elaine Sportelli William and Angela Stortz Marian Whitcomb Marcia White Mark and Lorna Zammett

STEWARDSHIP OF ASSETS

Gifts Received in 2021 We gratefully acknowledge the support of our donors and thank them for their gifts during the 2021 calendar year. If we have inadvertently failed to note your contributions, please let us know so that we may acknowledge it in a future publication.

Anonymous ACG North America Adams Family Charitable Fund at Schwab Charitable Adaptive Biotechnologies Cathryn Addy Aetna Inc. Aeton Law Partners Wesley Agee Megan and Michael Albanese Denise and James Albert Maura Albert Richard and Barbara Alden Robert Alderman David and Kristen Aldieri Michael Aldieri Halley Allaire Stephen Allaire and Mary Ruth Connolly Allread Products LLC Altek Electronics, Inc. Lawrence and Laura Amara AmazonSmile Foundation Margaret Ambrose American Clock & Watch Museum American Management Association International Chris and Mari Amorosino Douglas Anderson Lawrence Anderson Sherwood and Kate Anderson Andover Trust Patricia Andrews Emily Anton Michael Argiro Cynthia Arthur Artisan’s Marketplace Diane and Lang Ashworth Lisa Attle Jeanine and Michael Audette John and Virginia Ausanka Lisa Ayotte

Doris Jean Bachand Margaret and Roy Bachinsky Judith Baker Donna and Steven Banatoski Jill Banatoski and Patrick Broun Saumitra and Nasima Banerjee Bank of America Private Bank John and Deborah Barlow Judith Barmore Timothy and Joan Barnard Ashley Barnes Fuller and Janis Barnes Lilly Barnes Carlyle F. Barnes 1999 Charitable Remainder Trust Tom and Melanie Barnes Family Fund at Main Street Community Foundation Barnes Foundation Wally Barnes Fund for Community Leadership Initiatives at Main Street Community Foundation 35

Wallace Barnes Girls Club Barnes Group Foundation, Inc. Barnes Nature Center Brittany Barney Calhoun and David Calhoun Regina Barreca E. Gwen Bartok Barbara Barton Carol Barton Michelle Bartucca Kurt and Jean Barwis Patricia and William Bayne Sofia Bayne BBK - Bob Alim, Bob Boudreau, Kevin Prior April Beals Michelle Beauregard Joel and Nancy Becker Richard Becker Denise and Alan Bednaz John Behnken Kenneth and Mary Benoit Kenneth and Sandra Berkmoes Leonard and Doris Berton Jarre and Whit Betts Betts Family Fund at Main Street Community Foundation Patricia Bevivino Jeffrey and Maria Bianchi Kyle and Emily Biddick Bigelow Tea Victoria Biondi Bird’s Eye View Helicopters Lesley Blade Charles and Carol Blanchette Mark and Nancy Blum Bobrow & Company, P.C. Bob’s Discount Furniture Charitable Foundation, Inc. Sandra and Joseph Bogdanski C. David and Judith Bomar Cynthia Bombard Phyllis Bonanno Penney Borovsky Steven and Ann Boudreau Gary Boukus Doris Bouvier Richard Bouvier Marie and Kenneth Bowes Brigitte Boyce Bradley Barnes Trust Bradley Family Foundation Bradley, Foster & Sargent, Inc. Nancy Brault Susan and Michael Brault Bread for Life Amy Breakstone Elaine Bredefeld Adele Brennan The Brewer Family Foundation Briar Rose Center for Aesthetics & Wellness Brilliant Design Bristol Adult Resource Center, Inc. Bristol Association of Principals and Supervisors Bristol BD of ED Employees Local 2267 Bristol Chamber of Commerce

Bristol Hospital Bristol Hospital Foundation Bristol Recovery Club Inc. Bristol Savings Bank Fund at Main Street Community Foundation Bristol Sports Hall of Fame Bristol Yale Club Bristol Yale Scholarship Fund, Inc. Nadine Britton Broadview Manor Mary Brown Peter and Trudy Brown Janice Bruetsch Carol Brunalli Anne and Howard Burgess Ronald and Lynda Burns Michael Butler ByCarrier

C & H Electric, Inc. C.V. Mason & Co., Inc. Nilda Caban Martinez and Israel Martinez Joseph Caggiano Maureen and Bob Caggiano Robert and Rebecca Caiaze Caiaze Family Charitable Fund at Main Street Community Foundation JoAnn and Robert Calcinari Olga Callender Karen Calvanese Joe & Kay Calvanese Foundation Camputaro Pizza, LLC Richard Caporaso Jean Carlino Elaine and Richard Carmelich Richard and Kimberly Carmelich Kimberly and Robert Caron James and Rosemary Carros Robin Carson Karen and Steven Casey Lisa and David Casey David and Lisa Casey Charitable Fund at Fidelity Charitable Casey’s Image Consultants Joseph Casorio Shaileen Cassell and Harriet Elish Catherine and Christopher Cassin Michael Cassin Pamela Castonguay Isabella Castrogiovanni Kathryn Lynn Cates CCOG Women’s Health Group Cedar Lake Owners Association The Center for Children with Special Needs, LLC Central CT Chambers of Commerce Theresa Cercone Bea Cerrone Patricia Chapman Irene and Leonide Charette Krista and Lucas Cherry Nancy and John Chiero Amy and Bracken Christensen Tracy Church Armann Ciccarelli and Valerie Vitale

STEWARDSHIP OF ASSETS

Donna and Mauro Ciccarelli Kristen Cicchetti Raymond and Dorothy Ciechoski Dorothy Cistulli City Hardware, Inc. City of Bristol Colleen Clark Donald Clark Cleary & Associates, LLC Sondra and Anton Clement Eric and Renita Clemons Wyland Dale Clift CliftonLarsonAllen LLP Karen Cobb Lucille Cocozza CoilPro Machinery Steven and Maryann Colbert Coldwell Banker Premiere Real Estate Sheila Colite Jill Colna Vincent and Gloria Colonero Communication Foundations Community Foundation of Greater New Britain Gail and David Coneita Janet Conlin and Lynn Simpson Conn Acoustics Inc. ConnectiCare, Inc. Connecticut Lighting Center, Inc. Richard and Sandra Conopask Cheryl Conroy Susan Contri William and Sarah Cook Carol Corliss Daniel Costa Sandra and Paul Cote Kathleen Coughlin and Douglas King Country Manor Realty, Inc. Richard and Elaine Couture Robin Cowdell Crescent Manufacturing Operating Co. Arlene and David Creswell Dennis Crispino Jacqueline Cross George and Patricia Crowley Stacey Czopar

Tansley Dabrowski Betty DaCruz DACRUZ Manufacturing Bruce and Yanina Daigle Daniel and Sally Daigle Ivonne Daigle Philip and Melissa Dakas D’Amato Construction Company, Inc. Christine Damigella Barbara Damon Julia and Jesse Darcy Kristine and Peter Dargenio Dave’s HVAC, LLC David Mongillo Golf Scholarship Nancy Dayton David and Mary DeCroce Noreen Dee Michele and John Deeb

William and Jean Degan June DeHart Claudette and Peter Dekoe Phyllis and Peter Del Mastro Rosemary Delano Marilyn Delfino William and Dale Delfino DellaVecchia Funeral Home Ruth and Paul DelMonte Joseph DeMaio Elizabeth Demeyer Barbara and Timothy Denehy Carol Denehy Donna Denehy Nancy Denehy Kristin and James DeNigris Dorine DePaola Joseph DePaolo Valerie DePaolo and Michele Boisvert DePaolo Family Foundation, Inc. Patricia DePasquale Robert DeSantis Doug and Diane Devnew Craig DiAngelo John and Gale Dickau Joseph and Amy DiFazio George Dion Barbara DiSanto Carolyn DiVenere Mark DiVenere Sarah DiVenere T. Denise Dobek Donna and Adrian Dognin Drake and Sandra Donahue Margaret and Tom Donohue Cynthia and James Donovan Diane Donovan Dorothy Donovan Garrie Dorman Bonnie Marie Doughty-Jenkins Nicole and Justin Downes Frederick Downs Michael Drolet Michael Dube and Karen Samul Cheryl Duchaine Emilie and Ronald Duhaime Susan and Val Dumais Melanie Dumont Roland Dumont Cheryl Dumont-Smith and Edward Smith Cheryl Dumont-Smith Community Fund at Main Street Community Foundation Patricia and William Dunn Pattie & Bill Dunn Family Charitable Fund at Main Street Community Foundation Cary Dupont Diane and Robert Dupont Dolores DuPont Donna Durand Richard and Sue Dziura

Mary Elia Catherine Elliott Emily’s Catering Group Carol and Mark Emond Carl and Gail Ericson Charles Esau Lori and Scott Eschner Steven Esons Louise Esposito Essex Steam Train and Riverboat Linda Estabrook

F and F Materials LLC Margaret Fabian Fairview Farm Golf Course Fancy Bagels James Fanelli Camilla Farrell Fascia’s Chocolates John and Virginia Fasolo Roger and Kathleen Fekete Shirley Ferraro Marilyn Fetzer Karen Finder Fiondella Family Trust at Hartford Foundation for Public Giving Fiondella Fund at Main Street Community Foundation Bonnie Fiori The Fire Place Virginia and Geoff Fitzgerald Flair Restaurant & Bar Marguerite Fletcher Fontaine Mechanical Heating & Air Conditioning Inc. Todd Fontanella David and Mary Fortier Gregory Fortier Scott and Karen Fournier Foxwoods Resort Casino Frank Pepe Pizzeria Napoletana Sharon and Mark Freitas Linda and Rob French Lorraine French Lorraine and Marv Friedman Arthur and Lillian Funk Funk Funeral Home Charles and Anne Furey Valerie Furey Furey Family Charitable Fund at Main Street Community Foundation Lynn Fuselier

Mary Lynn and Gary Gagnon Joann Galati Timothy Galvin Timothy Gamache Gerald Gardner Garrett Printing & Graphics Inc. Wayne S. Garrick Architects Rich Garuci Raveena Gates Jennifer Gaudet Mary Katherine and Martin Gavin

Michael and Margaret Eastham Maureen Eaton Lois Eddins Beth Egliskis Diane and James Eitvydas 36

Gibbs Wire & Steel Co., Inc. Mark Gibson Barry and Linda Giordano Leah Glende Charles and Rosamond Glendon Kimberly Glendon Gnazzo’s Food Center Jill and Alan Godbout Kathleen Godfrey and Christian Gaborit Sandra Godin Olga Gomelskaya Molly Rose Goodine Kerri and Marc Goodwin Walter and Jeanette Gorack Donald and Margaret Goranson Susan Gorski David and Andrea Graham Graham Appraisal Associates Ruth Ann and Harland Graime Roger and Arlene Grandbois Susan and Stephen Grant Denise Granucci Donna and Peter Gravlin Greater Bristol Branch of the NAACP Greater New Haven Cat Project Inc. Ronald and Fonda Green Sally Green William and Sylvia Green Green Acres Farm Amy Greene John and Barbara Greenlaw David Greenleaf Frances and William Greger Mary Kay Greger Mark Grennan and Nina Ibitz Robert and Laura Grennan William and Barbara Grindal Christine Griswold Bryan and Nancy Grover Denis Guay Susan and Patrick Guiney Joseph and Rosemary Gurga

Barbara Hackman Franklin Carol Haddad Gregory and Susan Hahn Donna Hamzy Gabriella Hamzy Hamzy Law Firm, LLC Michael Hanley and Mary Ann O’Connor Hanley Patricia Hannon Mark and Carmela Hansen Richard and Carol Harlow Wilma and Dennis Hart Hartford Gay & Lesbian Health Collective Hartford HealthCare Hartford Noodles LLC Hartford Stage Carol Hayner and Elizabeth Rinck Christine Heimgartner Helen Henne Arthur and Patricia Hennig Joann Herms Jacqueline and Dennis Herold Keith Hershberger and Kevin Green

STEWARDSHIP OF ASSETS

Anne Hess Scott Heth Timothy and Victoria Hickerson Sandra and Arthur Hierl Kenneth Hintz HJ Restaurant Group LLC Mary Ellen Hobson Maryellen Holden Susan Holden Sarah Holmes and Ryan Roy Kathleen Hopko Charitable Giving Fund at Fidelity Charitable P. Andrew Hottell John Howard HQ Dumpsters & Recycling LLC Hubbard’s Florist David Huber Lois Hunt Jacqueline and Martin Hurwitz

Christine Iacouzzi Jeffrey and Jennifer Istas

Mary Jo Jacobi and Patrick Jephson Kimberly and Hopeton James Joanne Janes Tina Janezic Lisa Jaspersohn Holly and Russell Jensen Nancy Jewett Joey Garlic’s Mark Johnson Sarah Johnson Stephanie Johnson Robert Jorgensen Rita Joy and Gary Sassu Jeremy and Irene Joyell Thomas Judd

Robert and Patricia Kalat Mary Fran Karanikolas Sanita and Tom Karpeichik Donna Katsaounis Dennis and Mary Keenan Barbara Keiffer Peter Kelley Kelley for Council Kendra Scott Kathleen and Kevin Kerchaert Harold Kilby Kinfolk Folk Art Jennifer King Lisa and David King Joan and Warren Kirschner Leslie Kish Kristen Kleiman and Stuart Rosenthal Paula and Richard Knight Linda Kobylarz Kristin Kopp Donna and Brian Koser Elizabeth and Kim Kowalewski Darlene and Ludwig Krammer

Edward and Sharon Krawiecki Atty. Edward C. Krawiecki Jr. Rick Kriscenski Cheryl Krompegal Eugenia Krusz David and Jodi Kryzanski Michelle Kunzman Joanne Kurnik

Jess Lohr Consulting LLC Maria Teresa and William Lombardi Marlene and Gerald Long Sally Lord Edward and Laura Lorenson Susan Lorenson James and Paulette Lotstein Eileen Lovley Bridget Lowery Kaitlyn Lowes William Lucey Edward and Kathleen Ludwig

L. Suzio Family Foundation Ercole and Pamela Labadia Richard and Susan Lacey Nancy Laigner and Robert Fogelberg Michael Lambert Landmark Community Theatre Elizabeth Lane Donna Lang Kathryn and Peter Lange Christopher and Leah LaPlaca Thomas and Geraldine LaPorte Kim and Richard Larkin Marie Larson Steven and Donna Lasewicz Ryan Latreille Louise Lauretano DeMars Judi Ann and James Lausier Georgette Lauzier Beverly Laviero Morris and Patricia Laviero Brenda Lavoie Michael and Patricia Lavoie Pamela Lazaroski Donna Lazorik and Gail Zacharias John Lazorik Leading Ladies Bobbi LeBlanc Michael LeBlanc and Erin Crisanti Michael and Lynore LeConche Madeleine Lee and Ken Fagan Robert Lee Elizabeth Lefrancois and Kenneth Johnson Dawn Leger John & Sandra Leone Family Charitable Fund at Main Street Community Foundation Steven and Denise LePage Helen Lepore Rosemary Lepore and Gregory Szyszkowski Kelly and Brian Leppard Lessard Lanes Geraldine and Charles Letizia Michelle LeVasseur Jonathan Lewis Stephen and Kimberly Lewis Annemarie Licini-Paris and Scott Paris Lilly Pad Inc. Andrew and Casandra Lim Lincoln Development LLC Don Lindquist Lawrence and Eileen Linnetz Alfred Lodovico and Geraldine Argentina Anthony and Judith Lodovico Ashley Lodovico Bonnie and John Lodovico Joseph Lodovico Michael Lodovico and Wendy Goodwin

M.R. Home Care Sarah MacDonald Susan MacInnis Michael and Joanne Macioci Britt MacKenzie Diane and Raymond Macklosky Christine Maggiore Laura Maglio Nicholas and Shari-Lyn Maglio Colleen and Robert Magnus Karen and Thomas Maher Main Street Community Foundation Main Street Pint & Plate Malek Family Charitable Trust Norma Mallett Kathryn and Mark Malley Patricia and Matthew Malley Dale Malvezzi Manafort Brothers Incorporated Marisa Mango Lexie Mangum Anthony Maniscalco Meredith Mann Jeanne and Dennis Marcoux Alycia and Joe Maregni Kathleen Marsan James Mascherino Joseph and Shirra Masi Paul Maskery Masotti Electric, LLC Massage Envy Michael and Marion Mastrianni John and Sharon Mattas Paul and Peg Matteo Julie and Patrick Matthews Nancy and Anthony Mattioli Nicholas and Cheryl Maturo Kathryn Mauriello Maxx5 LLC Sanford and Ann Mazeau JoAnn McBrien Kelly McCabe Mary Ann McCarthy Rae Allyson and Dan McCarthy Richard and Natalie McCarthy Jacqueline McCauley Angeline McCormack John McDermott Diana McDougall Thomas McLain and Celeste Pinto McLain Eileen McNulty Edward and Carole McPhee The McPhee Foundation, Inc. 37

Barbara Meany Lisa and Samir Mehta Paul and Karen Melnick James Melzen and Mark Humphrey Diane Menard Alicia Mendoza Michelle and Frederick Mensel Pamela and Ronald Messier Metro Bis Restaurant Julie Metzroth Micari Financial Group, LLC Roger Michele Amy Middleman Mielcarz for City Council Julie Mike Cynthia and David Milewski Edward Miller William and Beverly Miller David Mills Ross Milne Nancy Minella Townsend Mink Craig and Laura Minor Victor and Kathleen Mitchell Mix Fine Cakes & Pastries Modern Mechanical Systems, Inc Steve and Laurie Moffett Marybeth and Robert Mongillo MONTI’ARA Elizabeth Morancy John Mordarski Susan and Mark Moreau Mark and Kim Moriarty Kathy Morrison Mary Carol Morrissey Thomas Morrow Janet and James Moylan Thomas and Eileen Moylan Rosemary Moynihan Colleen Mullan Kim Murphy Kristen Murphy

Frances Nadeau Amanda Nardozzi-Foster Johanna Needham Elliot and Patricia Nelson Janis Neri New England Spring & Metalstamping Association Michael and Colleen Nicastro Dawn and Eric Nielsen David and Sharon Nocera Dolores and Patsy Nocera Joline and James Nocera Maureen Noonan John and Theresa Norton Kathleen and Michael Norton Sarah Norton Pardee Trust Joan Nyerick

Harold and Diana Oberg Susan and Richard O’Brien Thomas and Marie O’Brien

STEWARDSHIP OF ASSETS

Sally and Terry O’Connor Tim and Jennifer O’Connor Catherine and James O’Hara Shelby O’Hara Paula O’Keefe and Michael Cavallari Gordon Oliver Carol and James Orie Scott Orzell Michael and Cheryl Owsianko Estate of Chester H. Ozga

Richard Tracy and Donna Page Ann Marie and Jay Pahl Lisa and Christopher Palen Sebastian and Karolina Panioto Wanita Parent Jon and Toni Ann Parenteau Charles Patenaude Kristen Peck Patricia Peck William and Jean Ann Peck Elizabeth Perella Perkatory Coffee Company LLC Christopher Perkins Dominic and Cynthia Perno Steven Perruccio Karen Pescarmona Lynne Peters Marguerite Petersen Mark Peterson and Monique Cloutier Tara Peterson William Petit Jr. William and Barbara Petit Petit Family Foundation Lynn Petrucelli Mary-Alice Petrucelli-Timek Phase Shift Games Patricia and Joseph Philippon Preciosa Piasecki Penelope Pichette Mattie Pierce Jessica Pieri Rhonda and John Pilkington Plainville Funeral Home Plainville PumpkinFest

Plantsville Funeral Home Play It Again Sports Catherine Plourde Donna and Brian Plourde Lisa and Rennie Poirier Deborah Porrini Julie and Caleb Portfolio Sharon Poupart David Preleski John Prior Jr. John Prior and Vivian Li Kevin Prior and Kathleen Loftus Michelle Prior Productions for Change Deborah and Marino Prozzo Edward and Claudia Pryor James and Ann Pryor

Ellen Robbins Gary Roberge Jennifer and Brian Roberts Michele Robertson Lenore Robillard Paul and Jodi Rochford Lisa Rodriques Susan Roesch Roland Dumont Agency Anthony and Maryalyce Romano Naomi Rosenberg and Timothy Esons Rowley Spring & Stamping Corporation Scholarship Fund Nancy Roy RT Events LLC Katherine and Alan Rudolewicz

Patricia Saccu Jenna Sadecki Susan and Ronald Sadecki Saint’s Restaurant LLC Joseph and Lois Salvatore Donato Salzillo Carol Samara Melissa Samok Robert and Janice Sanderford Laraine Sasso and Michael Milazzo Susan Saucier James and Kathleen Sayre Dagmara Scalise Elizabeth and James Scarritt John and Susan Scarritt Gary Schaffrick Christine Scheidel Andy Scheller and Jack Callahan Tamara and Alan Schmidt Cynthia Schmitt Michael and Janet Schroeder Jed Schulman Jonathan and Janet Schwartz Robyn and Joel Schwartz Daniel Scoppetta Scott Funeral Home, Inc. Susan and Francis Scully Scully Travel LLC

Linda Rabbitt Doreen and David Rackliffe Elizabeth and Frank Radcliff Jeanne Radcliff Radcliff Wire, Inc. Radiologic Associates, PC Jerald and Carroll Rafaniello David and Darcy Rajotte Samantha Rajotte Louis Rascoe Krista Rathbun The Raven’s Nest Realty Three CT Inc. Julie Rebelo Debbie Reed and Paul Johnson Emma Regensburger Regional School District #10 Kathryn and Edward Reinhard Marilyn Resnick Nancy Reynolds Marilyn Rice Linda and Richard Rich Hope Ring Ezra Ripple Danielle Rivard Michael and Diane Rivers Riverside Investment Services LLC

Maryann Seleman Carl and Sharon Sellberg Thomas Shackett Amy Shackett Curtis and Jay Curtis Arthur and Sharon Shahverdian Shear Designs Sheffy, Mazzaccaro, DePaolo & DeNigris Shelter Logic Shepard Meadows Equestrian Center, Inc. Clara Sheriffs Sally Shernow Changyong Shi Mary Shopis Brian and Marie Simard Lee Sinkwich and Claudette Ferrante Donald Sisson Colleen Skadl Joseph and Pamela Skorupski Sky Bight Foundation, Inc. Mark Smaldone and Patricia Bechard Smaldone Daniel and Jessie Smiley Paula Smiley Diane and Michael Smith Dianne and Ronald Smith James and Catherine Smith John and Mary Smith Mary Smith Murdo and Patricia Smith Oliver Smith Smokin With Chris Melita Sokolowski Lilith Solis Sara Sonne Maureen Sonstrom Kathi Sorey Linda and Donald Soucy Billie and Paul Souney Southington Coffee House Clark and Cheryl Spencer Deborah Spooner Matthew and Elaine Sportelli Susan Springer St. Andrew Evangelical Lutheran Church St. Paul Catholic High School Marianna Stack Martha and Paul Stansel

Making a donation is the ultimate sign of solidarity. Actions speak louder than words. Ibrahim Hooper

STEWARDSHIP OF ASSETS

Paul Stawarz Sterling Security Systems Karen Stevens Lisa Stevens Paul and Paula Stevens Susan Stevens Doreen and Stanley Stickney Elizabeth Stinson William and Angela Stortz Allison Stotz and Scott Juzwik Sharon and Rodger Stotz Leon and Dolores Stout Mary Stratton Jacquelyn Strawson Melissa Stubbs Stylux Beauty Leonardo Suzio William and Margaret Sweet Gregory and Persephone Szydlo

T.P. Daley Insurance Agency, Inc. Stacey and Trevor Tank Laura Taricani Deidre Tavera John and Ann Taylor TD Bank Barbara Tedesco Terry Enterprises, LLC Thomaston Savings Bank Barry Thompson and Therese Pac Patricia Thompson Thrivent Action Team Tilcon Connecticut Inc. Tipping Chair Tavern LLC Tollman Spring Co., Inc. Marsha Tomlinson

Donna and Bruce Tompkins Linda and Paul Tonon Lisa and Daniel Topa Tops Marketplace Nopalzin Torres Torrington Savings Bank Total Wine & More Touchstone Crystal by Swarovski Mary O’Donnell, Independent Consultant Stephen and Ruth Towne William and Kim Tracy Treanor Real Estate LLC Lisa Ann Troy Alvin and Donna Tuck Michael and Amy Tuck Michelle and Christopher Tuck Russell and Marianne Tuverson

Jessica Villardi Kelly Violet Kathryn Vitiello and David Pladziewicz

Rachel Wache Jeanette Wagner Diane Waldron Bruce Wallen Walmart Store #2719 Walmart Store #2897 Timothy and Mary Walsh Valerie Walsh Arthur and Patricia Ward Leszek Ward Darlene Warner Lori Wartonick Lisa Waskiewicz Christopher and Andrea Wasley Webster Bank Katherine and Gary Weed Thomas and Cheryl Wegner Jill and Arnie Wensky Derek Werner and Amy Grennan Werner Sharon and John Werner Amy and James Wernicki Elaine Weston Elizabeth Weston Julia Weston and Sean Williams Wheeler Clinic John Whitcomb Josh Whitcomb Marian Whitcomb Marcia White Pamela Wholley Elizabeth Wier Beverly Wight

The Ultimate Companies, Inc. United Way of West Central Connecticut Morgan and John Urgo

Bruce and Maryann Vagts Peter and Carmelita Valerio Sophia Vandal and Bruce Englander Kate VanDerzee Glidden Lauren Vassallo Steven and Joanna Vastola Patricia and William Veits Janice Verderame Melissa Vibberts Jacqueline Vigue Lindsay Vigue Photography

Clare and Sigmund Wight Jacqueline and Thomas Willametz Dara Williams Eleanor Wilson Jennifer Wilson Mary Wilson Pamela Wilson Susan Winn Howard and Betsy Winters Bridget Wiseman Troy Wiseman Susan Wojtas Barbara Wojtusik Nancy Woodling WorldBusiness Capital Christopher Wright Joel Wulff

Tracy Yarde Yarde Metals, Inc.

David and Lanette Zaborowski The Zachs Family Foundation, Inc. Christa Zaldivar Mark and Lorna Zammett Rebecca and Marc Zappone Francis Zbikowski Carole Zembko Carolyn Ziogas Mark Ziogas Attorney at Law Victoria Ziotas David and Stephanie Zomick Linda Zommer Ellen Zoppo-Sassu and Pete Sassu

STEWARDSHIP OF ASSETS

To be inspired is great, but to be an inspiration is an honor. Stacey T. Hunt

GIFTS WERE MADE IN HONOR OF: Jeanine Audette Auntie Sue’s 55th Birthday In celebration of the Barnes Family Christmas Thomas O. Barnes, Sr. Jarre Betts The Borysewicz Family Ronald Bourgoin Bristol FRCs for the wonderful work they do Build a Better Bristol David Casey’s birthday The Cherry Family The Christmas Holiday The Ciccarelli-Vitale Family Cocktails@8 2021 Friends Campaign Olga Gomelskaya Matthew Halliday’s Birthday Ryan and Kaitlin Humble Greene-Hills School Community Hal Kilby Jennifer King Jen and Greg King’s Wedding Anniversary Lauren Kittle Aurora Kulasenski Elisa Latreille Elisa and Ryan Latreille’s Anniversary Local 2267 Members Chad Lockhart Judie Lodovico Ed Lorenson The Lyga Family Laura Maglio Michael and Eleanor Mastrobattisto’s 60th Wedding Anniversary Ally and Dan McCarthy Rae-Allyson McCarthy’s Birthday Men & Boys’ Fund Volunteers David Minor MONTI’ARA Sue Moreau Mother’s Day Mitchell Oliva Pride on Center Pride Month Donna Osuch Chris Palen Chris and Michelle Perkins Annette Petrucelli

Ceil Petrucelli Lynn Petrucelli Mary-Alice Petrucelli-Timek Southington Pride Southington Pride’s Drag Queen Dinner Southington Pride’s Family Fun Event Rocco Prior-Li Jeanne Radcliff Linda Rich Coral Richardson, Karen Pac and the full staff at Imagine Nation, A Museum Early Learning Center Garrett Robinson Susan Sadecki Robert Sanderford James and Kathy Sayre Dr. Dan Scopetta and his colleague’s efforts Fred Selvais Thomas Shackett Nicole Stere Michael Suchopar’s Retirement from BBGC Deb Tetro Craig Timek The Veterans who fought in the WW2II Battle of Peleliu Marian Whitcomb Jill Wilson

Jeffrey Downes Karen DuCotey Rose M. Esposito Duane Faber Terry Fletcher Tammy Gennett Andrew Giacomini Murielle Giacomini Joseph L. Gills Tyler James Gingery Rafi Hamzy Lauretta Hopko Robert Hopko Jasper Hutchinson Paul Jaspersohn Tom Jaspersohn John C. Jenkins Michael Klokus Carolyn Kochanski Ian James Lawrence Doris Lazorik John Lazorik Patricia LeConche Patricia Lee Petrucelli Bruce LePage Anne G. Maggipinto Patricia Malvezzi Anna May Manning Dennis Manning Josh Marsele Colin McFadden Jessie Miller Palen Iris Nadeau Anastasi AJ Nocera David Nocera Jr. Tony Norton Leenora Oliver Hugh O’Neill Michael Ouellette Rhonda Pagani Marilee Palmieri The patients I’ve cared for Jacob Perkins Hayley Petit Jennifer Petit Michaela Petit John R. Petrucelli Geoff Pierce Foster Rackliffe Paul Rajotte Tina Rajotte

GIFTS MADE IN MEMORY OF: Michael Aldieri Al Barnes Wally Barnes Ruth S. Becker Sid Bernard Kai Alejandro Yagual Betts Mary M. Bevan Stanley P. Bitel Jay Bonetta Elizabeth “Betty” Boukus Gerry Burns Alicia Butler Sandy Caggiano Dr. Arthur F. Cipolla Dante Cistulli Stacey Clingan Diane Connolly Nancy Culver Katie Dobroczynski

Max Rivard Sami Rivard Chelsea Roalf Douglas Roland Clement J. Roy Aaron Sarra Linda Sayre Maria Scafidi Jill Lynne Shackett Wyatt Simard Mary Sisson F. Fred Soliani South Side School Families and Community Perry J. Spinelli Judy Sunbury Emily Taillon Norman Taillon Kelly Thompson Byron Treado III Bill Verrastro Jack Walsh William Wartonick Paige Wartonick Laferriere Joyce Weed Hannah Weir John Whitcomb Reverend Eddie Whitehead Joey Zembko John T. Zervas

GIFTS IN KIND: Eduardo Barrios, Cre8tive Direction and Strategic Design Garrett Printing & Graphics Inc. Dawn Nielsen Jennifer O’Connor Jeanne Radcliff Ron Sadecki Wood Acres Farm

MATCHING GIFTS: Bank of America Charitable Foundation Barnes Group Foundation, Inc. Benevity, Inc. Charities Aid Foundation of America Farmington Bank Community Foundation Sky Bight Foundation The Stocker Foundation

LEADERSHIP

2021 Officers, Directors and Staff

Pictured left to right

Marguerite P. Fletcher, Chair of the Board Scott F. Fournier, Vice-Chair David J. Aldieri, Secretary Daniel J. Daigle, Treasurer Kristine J. Dargenio, Assistant Secretary

John D. Scarritt, Past Board Chair Susan D. Sadecki, President & CEO Megan E. Albanese Jarre B. Betts

Kyle S. Biddick Eric Clemons Mary Ellen Hobson Kimberly H. James

Mark D. Malley William R. Micari Mark Moriarty Jennifer O’Connor

Kathryn C. Reinhard Jennifer J. Scully Andrea Wasley Rebecca B. Zappone

Main Street Community Foundation Staff Susan D. Sadecki, President & CEO Julie Matthews, Administrative Services Manager Mindy Wallen, Grants Manager Rhonda Pilkington, Director of Finance Samantha R. Rajotte, Scholarship & Program Officer Kate M. Kerchaert, Director of Grants & Programs 41

LEADERSHIP

2021 Committee Members Main Street Community Foundation welcomes volunteers from our local communities to serve as committee members. If you are interested in this opportunity, please contact us.

FOUNDERS Sherwood Anderson Carlyle F. Barnes Thomas O. Barnes Delores Capers Ann Clark Terry B. Fletcher Edward P. Lorenson Robert S. Merriman David J. Preleski Jeanne E. Radcliff John E. Smith Christopher Ziogas ASSET DEVELOPMENT COMMITTEE Kimberly H. James, Chair Donna Ayer Todd Burton Eric Clemons Kathryn C. Reinhard Paul Rochford Mary Shopis Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio

AUDIT COMMITTEE Kyle S. Biddick, Chair Lisa Attle Thomas O. Barnes Mark Blum Michael J. Brault Doug Devnew William R. Micari Greg Provencal Jennifer J. Scully Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio

BY LAWS COMMITTEE Mark D. Malley, Chair Mary Ellen Hobson John D. Scarritt Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio

PERSONNEL COMMITTEE Mary Ellen Hobson, Chair Elaine Couture John D. Scarritt Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio

DISTRIBUTION COMMITTEE Scott F. Fournier, Chair Jennifer O’Connor, Vice Chair Megan E. Albanese Halley Allaire Lisa Attle Jeanine Audette Jarre B. Betts Susan Brennan Richard Corcoran Rebecca Doyle Lorraine Friedman Kimberly H. James Paula Knight Margo Lachowicz Jackie Laramee Mark D. Malley JoAnn McBrien Nancy O’Donnell Mark Peterson Jeanne Radcliff Kathryn C. Reinhard John David Scarritt Linda Schnaars Janet Schwartz Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio

SCHOLARSHIP COMMITTEE Kathryn C. Reinhard, Chair Mark Moriarty, Vice Chair Dawn Angelillo Kara Aparo Michael Audette Kimberly Bernier Juan Berrios Nancy Blum Marie Bowes Nina Caruso Catherine Cassin Isabella Castrogiovanni Rob Cook Elaine Couture Jeff Curtis Valerie DePaolo Cathy Donnelly Cheryl Dumont-Smith Valerie Furey Lenore Gallagher Jennifer Giacomini-Fileccia Mary Kay Greger David Griszkauskas Mary Ellen Hobson Sarah Larson Judi Ann Lausier Liz Lefrancois Dawn Leger Terry Lombardi Nancy Micloskey Karen Nestico Dave Nocera Patti Philippon Mary Shopis Jane Theriault Christina Welch Rebecca B. Zappone Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio

FINANCE COMMITTEE David J. Aldieri, Chair Daniel J. Daigle Mark D. Malley Janis Neri Jeanne Radcliff John D. Scarritt Rebekah Stokes Andrea Wasley Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio

BOARD DEVELOPMENT COMMITTEE John D. Scarritt, Chair Thomas O. Barnes Jarre B. Betts Kyle S. Biddick Kristine J. Dargenio Kimberly H. James Mark D. Malley Jacqueline M. Merchant Jennifer O’Connor John E. Smith Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio

INVESTMENT COMMITTEE William R. Micari, Chair Daniel J. Daigle, Vice Chair Mark Blum Robert Caiaze Orlando Calfe John D. Scarritt Jennifer J. Scully Julia Weston Marguerite P. Fletcher, ex officio Susan D. Sadecki, ex officio 42

F I N A N C I A L S TAT E M E N T S

Financial Statements

HISTORICAL INVESTMENT PERFORMANCE Returns as of December 31, 2021, reported net of investment management fees:

CONSOLIDATED STATEMENT OF FINANCIAL POSITION ASSETS

December 31, 2021

December 31, 2020

$625,358

$1,026,908

60,382,736

53,641,034

Pledges Receivable, net

250

Prepaid Expenses

248

9,562

19,228

9,372

$61,027,820

$54,687,126

Cash and Equivalents Investments

Furniture and Equipment, net of depreciation Total Assets

Last 1 Year

13.6%

Last 3 Years

14.5%

Last 5 Years

10.2%

Last 7 Years

8.1%

Last 10 Years

8.8%

HOW YOUR COMMUNITY’S ENDOWMENT IS INVESTED Asset Allocation as of December 31, 2021:

LIABILITIES AND NET ASSETS Grants Payable

174,300

Accrued Expenses

10,018

9,926

8,547,976

7,798,787

$8,732,294

$7,977,580

Net Assets

$52,295,526

$46,709,546

Total Liabilities and Net Assets

$61,027,820

$54,687,126

Agency Endowments & Other Component Funds Total Liabilities

16%

$168,867

International Equities

28% Fixed Income

Alternative Investments

2% 5%

49%

Cash

Domestic Equities

HOW YOUR COMMUNITY FOUNDATION IS GROWING

CONSOLIDATED STATEMENT OF ACTIVITIES

70,000,000

SUPPORT AND REVENUES Fund Contributions Less: Contributions to Agency/Component Funds Interest and Dividend Income* Other Income* Investment Gains/(Losses)* Total Support and Revenues

December 31, 2021

December 31, 2020

$1,972,800

$3,963,541

(12,185)

(301,150)

50,000,000

1,227,774

1,049,822

40,000,000

73,365

1,000

5,034,151

3,247,809

$8,295,905

$7,961,022

$1,660,740

$1,546,145

Scholarships

256,615

234,302

Operating Expenses

792,570

702,897

$2,709,925

$2,483,344

Total Grants and Expenses Change in Net Assets

2019

2020

2021

2021 PERCENTAGE OF TOTAL ASSETS BY FUND TYPE

GRANTS AND EXPENSES Grants*

60,000,000

$5,585,980

$5,477,678

Net Assets at Beginning of Year

$46,709,546

$41,231,868

Total Net Assets at End of Year

$52,295,526

$46,709,546

7.3% Donor Advised Funds

13.4%

Scholarship Funds

48.6%

4.9%

Field of Interest Funds

Unrestricted Funds

18.8% Designated Funds

7.0% Agency Endowmen Funds

*Net of Agency & Component Fund Activity 43

NONPROFIT ORGANIZATION U.S. POSTAGE PAID HARTFORD, CT PERMIT #1121

120 Halcyon Drive P.O. Box 2702 Bristol, CT 06011-2702

2021 Annual Report

Bristol

Your Community. Your Legacy. Your Way.

Burlington

Plainville

Thankful Main Street Community Foundation 120 Halcyon Drive P.O. Box 2702 Bristol, CT 06011-2702

P. 860.583.6363 F. 860.589.1252 www.mainstreetfoundation.org

Plymouth

Southington

Wolcott

Confirmed in Compliance with National Standards for U.S. Community Foundations.

2021 Main Street Community Foundation Annual Report

Articles inside

2021 COMMITTEE MEMBERS

OFFICERS, DIRECTORS AND STAFF

GIFT PLANNING

COMMUNITY LEADERSHIP