There’s a place for you, right here...struck a chord. “I think of it as helping people, not just...
Transcript of There’s a place for you, right here...struck a chord. “I think of it as helping people, not just...
Annual Report Fiscal 2012
Come to the table
T here’s a place for you, right here . . .
Fairfield County Community Foundation
A place for you to . . .Join other informed and compassionate people who recognize the power of many.
When you come to the table, we exchange knowledge and combine strengths to tackle complex issues and achieve meaningful, lasting change.
This is our little known “beyond the grants” work, where collaboration and partnerships are key.
Together, we can help protect the vulnerable, empower the aspiring, and preserve what we all love about Fairfield County.
There’s a place at the table for you.
Cover: Sheila Perrin, board chair of the Fairfield
County Community Foundation, president of the
Perrin Family Foundation
(L-R) Eileen Swerdlick, FCCF board member
and former Stamford Public Schools assistant
superintendent; Arthur Selkowitz, board chair of
the Mill River Collaborative in Stamford; Nancy
Rebold, fundholder and board member of Child
Advocates of Connecticut; Pastor Lindsay Curtis,
Grace Baptist Church in Norwalk; Congressman
Jim Himes, FCCF board member; Catalina Horak,
executive director of Neighbors Link Stamford
Location: Millstone Farm in Wilton
A place for you to . . .
INCREASE FAMILY STABILITY
More than 52,000 families in Fairfield County—nearly one in four—can’t afford the rent for a two-bedroom apartment. You helped open the door to over 1,400 homes.
Families who pay more than 30% of their income for housing may not be able to afford nutritious food, appropriate clothing, transportation, medical care, or saving for an emergency and their future.
They may move often, causing disruption and school changes. Families who fall behind on rent or their mortgage face eviction or foreclosure, and even homelessness.
Even circumstances less dire erode stability and restrict upward mobility.
Despite degrees and jobs, Tyler and Erin couldn’t afford an apartment
The recent college graduates and parents of two preschoolers found they couldn’t afford a suitable apartment plus child care, college loan payments and saving to buy a house.
A friend suggested a new affordable housing complex. Envisioning seedy housing projects in movies, Tyler and Erin warily visited 80 Fair Street in
Norwalk. The 57-unit rental housing development provides permanent affordable and supportive housing for low- and moderate-income families, individuals, and veterans.
“After they saw it, they fell in love with it,” said Betty Cordellos with New Neighborhoods, Inc., the nonprofit housing developer and manager that owns 80 Fair Street. “They moved into one of the workforce housing apartments.”
Today, Tyler and Erin are meeting their expenses and saving for a down payment. When they eventually buy a house, a similar family can move into their apartment.
Unaffordable housing impacts everyone
Fairfield County’s shortage of affordable housing contributes to long commutes, traffic congestion and air pollution. It prohibits key service workers from living in cities they serve, hurts
businesses needing low- and mid-wage employees, weakens towns relying on retired residents for civic leadership, and inhibits economic growth.
Collaborative solution: The Fairfield County Collaborative Fund for Affordable Housing, a partnership we
“If you don’t have food and shelter, your life falls apart,” said Cathy Ostuw of Stamford.
Cathy worked in the corporate world until 2000, when she earned a Master’s degree in Nonprofit Management. She joined Person-to-Person in Darien and soon became executive director. Five intense years later, she scaled back and worked part-time for United Way of Western Connecticut. In 2007, she retired and became a fulltime volunteer.
“While at United Way, the Collaborative Fund for Affordable Housing was starting and I
championed for us to get involved,” said Cathy. “When I retired, Richard
and I decided, as fundholders at the Foundation, to join the Collaborative. The work it does is so valuable that I didn’t want to give it up. It benefits individuals and the
region.”
“As a group, we’re making an impact individual funders could not make alone,” Cathy said.
“We enjoy meeting like-minded people, expanding our knowledge about the issue and what can be done, then becoming a part of doing it.”
CATHY AND RICHARD OSTUWDONOR STORY
$$
$70,760
median income of rental households
in Norwalk
income needed for median rent in Norwalk
to be affordable
$56,335
NORWALK RENTALS
David Rich, executive director of Supportive Housing Works, updates Julia Brennan (far left), program officer with the Local
Initiatives Support Corporation, and Cathy Ostuw on housing for
the homeless in Bridgeport.
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1,400affordable homes;
5,000 people served
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formed with 18 corporate and family foundations, individual donors, and United Ways, pools funding and awards grants to nonprofit Fairfield County affordable housing developers. Grants supported building 80 Fair Street in Norwalk.
Results to date: Since 2008, the Collaborative has awarded $2.42 million in grants to six nonprofit affordable housing developers. Those grants resulted in $114.4 million in affordable housing development in Fairfield County.
This funding has served more than 5,000 people, created 438 affordable homes—with 299 more in the pipeline—and helped developers maintain and manage over 1,000 affordable homes. The Local Initiatives Support Corporation manages the fund.
A place for you to . . .
HELPURBAN STUDENTSSUCCEED
Turning around an under-achieving public school takes a strong leader who knows how to form partnerships. Meet one of the 63 leaders you helped train.
James Martinez’s first step as principal at Fox Run Elementary School in Norwalk was to establish rapport with each of the 75 staff members by asking, “How can I help you? What changes would you like to see? What would you like to remain the same?”
His next step was to ask community businesses and organizations to help Fox Run and its 500 students advance from “In need of improvement” status.
Thus began contributions of tech equipment, classroom libraries, books for student summer reading, professional development opportunities, and more. Volunteers came to tutor students and assist teachers.
Fox Run shed its “In need of improvement” status, and in 2011-12, three years after Mr. Martinez’s arrival, it surpassed district targets in Connecticut Mastery Test scores for math.
Yet another partnership changed a six-year-old boy’s life.
Jorge couldn’t express what he knew
A speech disorder made it difficult to understand this bright boy. Jorge’s mother, an English language speaker, talked with his first grade teacher, who spoke with Mr. Martinez.
He rallied Jorge’s parents, teacher, a speech therapist, a resource teacher, and a school psychologist, who tested Jorge and recommended speech therapy.
With the team’s support and his own determination, Jorge persevered through intensive speech therapy for
three years. Now a fourth grader, he is a top student who speaks flawlessly.
“Without this intervention and Jorge’s exceptional motivation, it would have been catastrophic to his academic future and adulthood,” Mr. Martinez said.
Effective leaders can turn around schools—and lives
Family income and ethnicity dominate achievement gap statistics. However, school quality, educational resources at home, learning disabilities and language skills are other factors a school leader can mitigate.
James Martinez is one of 63 graduates from the Fairfield County Community Foundation’s Urban School Leaders Fellowship. When our research forecast a wave of urban school principal retirements, we brought to the table the Bridgeport, Danbury, Norwalk and Stamford school district superintendents, the Connecticut Center for School Change and funders like you.
The goal: Narrow Fairfield County’s achievement gap by readying a pipeline of aspiring urban public school principals with specialized training to create school culture, inspire teachers and form partnerships to help children soar.
Results to date: 28 Fellows are in leadership positions in Fairfield County public school districts, affecting more than 21,000 students each year.
(Right) James Martinez, principal at Fox Run, describes a new project
with supporters Sandy Bria (far left), manager of Corporate Citizenship at GE Capital, and Soraya Bilbao-
Kuo, program manager of the Mentoring Institute at United Way
of Coastal Fairfield County.
Since 1953, the GE Foundation has worked to ensure children have equal access to quality education.
“We believe education is what makes our country great and ensures success for generations,” said Kelli Wells, director of U.S. Education for the GE Foundation.
The GE Foundation generously supported the Fairfield County Community Foundation’s Urban School Leaders Fellowship, a collaboration with four school districts, the Connecticut Center for School Change and donors.
“We seek programs aligned with our focus areas in communities where GE has a presence,” Kelli said. “This met those criteria and focused on principal leadership, which is critical to school and district success.
“Everyone has a role in supporting education. While philanthropy is critical, to us it’s not just about providing a financial resource, but creating
strong partnerships for strong results.
“Collaboration can move the education agenda forward. If we
all came together, we would have the best education system in the world—and successful children
for decades to come.”
GE FOUNDATIONDONOR STORY
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Danbury, Norwalk Stamford
STUDENTS ELIGIBLE FOR FREE SCHOOL LUNCH
PROGRAM, 2010 Bridgeport
81.6%
35.9%35.7%
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not graduate from high school
63future school leaders
trained; 21,000 students benefitting
(Above) Jorge Chajon, a bright fourth grader at Fox Run Elementary School in Norwalk, persevered through three years of speech therapy to overcome a speech disorder that impeded his literacy.
A place for you to . . .
EMPOWER GIRLS
60%of middle school girls have experienced
cyber-bullying.
1,980girls and young women helped
since 2000Reviewing feedback on its
Girlz R.U.L.E.® anti-bullying program are (L-R), Masako Vigneault, a Girl Scout volunteer for 42 years; Julie Grecni, community development
coordinator with Girl Scouts of Connecticut; and Kari Kaplan, Girl Scouts of Connecticut director of
membership services.
Today’s girls navigate a maze of bullying, dating violence and sexual pressure. You’re helping them find their voices and make healthy choices.
There are 62,000 girls and young women ages 8 to 18 in Fairfield County, migrating through pressures that can derail even the most confident teen.
Each is susceptible to harmful influences and can make poor choices that will scar their lives.
For 12 years, the Fairfield County Community Foundation’s Fund for Women and Girls has awarded grants to local nonprofits with programs specifically for girls.
Training the trainers for greater impact
In addition, over the past three years, the Fund has brought to the table more than 90 leaders from 42 nonprofits with girls programs. Combined, they serve more than 800 girls and young women a year.
Three to four times a year, executive directors and program specialists have met to learn from speakers, share successful program components and techniques, and practice hands-on exercises used in girls programs.
CONNECTICUT GIRLSGRADES 9-12
7% 31.9%have beenphysically hurt on
purpose bya date
are sexually active
16.3%have been cyberbullied
When Kyle Wilcox left the advertising world to raise her and her husband’s two sons, she got involved in her sorority alumni group.
The group’s fundraiser that benefitted women and children struck a chord.
“I think of it as helping people, not just women and girls,” Kyle said. “Helping women strengthens families, and helping girls helps them become strong women.”
When a friend introduced her to the Fund for Women and Girls, Kyle was impressed.
“It’s strategic, and funding is based on research,” she said. “Many programs pull at your heart strings. I look for those with best practices and skilled, enthusiastic and dedicated staff.”
Kyle joined a Fund for Women and Girls committee that reviews grants. She has visited numerous nonprofits with girls programs.
“It’s very rewarding to observe the impact our grants make in our community. We’re building awareness of girl-specific
programming, and better serving the needs of girls.
“Many of these girls have little support at home and school. We’re helping to
teach them that they have a voice, and they can
affect social change in their world.
“More than once, a program director has told me, ‘This program is changing girls’ lives.’”
KYLE WILCOXDONOR STORY
Named “Raising the Bar,” members of this collaborative program share what’s working to help girls and young women cope with bullying, cyberbullying, dating violence, gang recruiting, sexual assault, and negative self-image.
They learn how to teach girls and young women techniques for resolving conflicts, respecting others, coping with external pressures, recognizing unhealthy relationships, asking adults for help, and building their confidence.
One mother’s story
“I’m a parent of a daughter who has been bullied through her middle school and part of her high school career. She
has made it through tough times with bullying, and has now taken the [anti-bullying] training at her school.
“It’s been so effective that I, my daughter, and another adult will implement this program at another school. My daughter will be a good peer for the girls, especially since so many find it hard to talk about this with adults.
“She has such a passion for this, she has already given some talks on bullying. Thank you!”
Turn to page 33 for more about the Fund for Women and Girls.
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A place for you to . . .
STRENGTHEN NONPROFITS
When nonprofits are strong and financially stable, they make a bigger impact in the community. Here’s how you’re helping them become even more efficient and effective.
Local nonprofits extend lifelines to those in need, advance arts and culture, protect the environment—and employ more than 40,000 people.
Each are dedicated to their mission, yet commitment is not enough to ensure the greatest impact.
Nonprofits stretched to capacity can’t accomplish as much
When nonprofits receive contributions and grants, those funds are often earmarked for specific programs. As the economic recovery inches forward, donations remain down while the demand for services remains high.
“The Effective Nonprofit,” a six-session series offered by our
Center for Nonprofit Excellence, was led by 10 Harvard Business
School Community Partners. Brian Allert (left) and Jim Schaffer (far
right) with the Carver Foundation of Norwalk are coached by
HBSCP presenters Bob Neiman (standing) and Jeff Krulwich.
752nonprofit executive
directors & board members attended cNe workshops
and events last year
One of Purdue Pharma L.P.’s values is good corporate citizenship. Founded by physicians and headquartered in Stamford, Purdue supports programs that improve the quality of life in the community.
“We look for organizations that fill important needs in the region,”
said Merle Spiegel (right), senior director, Corporate Communications.
“We look at their ability to deliver services
effectively, and show measurable
outcomes. We prefer organizations that can make a significant impact based on the number and breadth of individuals
served.”
PURDUE PHARMA DONOR STORY
Purdue is a generous supporter of the Fairfield County Community Foundation’s Center for Nonprofit Excellence.
“Through our own experiences serving on various not-for-profit boards, we know they have limited staff and resources,” said Diana Lenkowsky (left), vice president, Facilities and Administrative Services. “The Foundation's Center for Nonprofit Excellence offers access to professional development, expertise and networking opportunities that help fill gaps.”
Diana said the Community Foundation is “extremely professional, knowledgeable, and conscientious about allocating their dollars. Like Purdue, they effectively leverage dollars for long-term results.
“Having the funds to support nonprofits—and helping them become more efficient and effective by supporting the Center for Nonprofit Excellence—is a privilege for us.”
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CONNECTICUT NONPROFITS
ENDED 2011WITH AN
OPERATING DEFICITCOLLABORATE
TO REDUCEADMIN
EXPENSES
16%
84%
29%
ANTICIPATEINCREASEDNEED FORSERVICES
84%
ANTICIPATEINCREASEDNEED FORSERVICES
This compromises funds for operating, professional development and organizational advancement.
In addition, hundreds of Fairfield County nonprofits share similar missions yet serve distinct communities. This geographic segmentation hinders collaboration, partnerships and learning from each other.
As a result, many local nonprofits strain to operate at optimum efficiency for maximum impact.
Collaborative solution: Forge partnerships
The Fairfield County Community Foundation’s Center for Nonprofit Excellence (CNE) serves as a center for collaboration, training and resources that helps local nonprofits become even more efficient and effective.
By initiating partnerships with funders, training organizations, and groups that provide pro bono services to nonprofits, the CNE offers nonprofit leaders and their board chairs affordable yet rigorous workshops, networking events, and counsel.
Workshops are led by the Harvard Business School Community Partners, the Association of Fundraising Professionals, National Executive Service Corps and individual experts.
Topics include strategic planning, financial management, governance, fundraising, donor relations, leadership development, program assessment, branding, and more.
Results to date: Last year, 752 executive directors and board members from 375 nonprofits attended 21 workshops and three networking events. They elevated their skills in board governance, donor relations, fundraising, measuring results and more.
Other CNE services included technical assistance, access to a national fundraising database, a community event calendar, and individual guidance. In addition, the CNE published two research reports on nonprofit trends in Fairfield County.
A place for you to . . .
REVITALIZE CITY PARKS
Above: (L-R) Juanita James; Alicia Betty, Connecticut director of the Trust for Public Land, and Bridgeport Mayor Bill Finch discuss the Bridgeport Master Parks Plan in Knowlton Street Park.
Top: Seaside Park in Bridgeport was designed by Frederick Law Olmsted.
15minute walk to a park is
Bridgeport's goal for every resident
Connecticut’s largest city is its most densely populated, and one of the poorest in the nation. You’re helping uplift neighborhoods by improving its most distinctive feature: Parks.
More than 145,000 people live in Bridgeport’s 16 square miles. Diverse income levels and a near-equal mix of white, Hispanic and black residents contribute to the city’s vibrancy, yet create opportunities for division.
Parks connect people and improve economic vitality
Whether pocket parks in neighborhoods or sweeping expanses of open space, parks coax people outdoors and provide opportunities to cross paths and exchange greetings.
Children play with each other as parents chat, teenagers participate in team sports, adults share walking paths and games courts. Restaurants and businesses flourish, and property values hold steady or increase.
How Bridgeport earned its nickname
Beginning in 1851, the City of Bridgeport and wealthy residents began dedicating land to public parks. Two of the largest, Seaside and Beardsley Parks, were designed by Frederick Law Olmsted, creator of New York City’s Central Park.
Today, Bridgeport boasts 45 parks covering 1,300 acres—approximately two square miles or 1,258 football fields—earning its nickname “Park City.”
“A park within a 15-minute walk”
Like any public asset, parks need maintenance, upgrading and funding. When Bridgeport Mayor Bill Finch wanted to create a new parks master plan and ensure a park was within a
15-minute walk of every resident, we recognized an opportunity to create a public-private partnership.
A partnership formed at the table
We brought to the table the City of Bridgeport and the Trust for Public Land, the nation’s leader on building city parks that energize neighborhoods and boost the local economy.
The Trust for Public Land offers in-depth knowledge on how to work with government, private land owners and community members to create parks that meet community needs.
A team from its Connecticut office will work hand-in-hand with the City of Bridgeport to create and revitalize its parks and help raise funds.
Elizabeth Wingfield Barnett passed away 13 years ago at age 97 without having had a husband or children, yet her impact on Fairfield County is immortal.
She left a gift in her will to the Foundation to be used “for general purposes.” She placed a priority on helping residents, especially children, living in urban settings. A grant from her fund is helping revitalize Bridgeport’s 45 public parks.
ELIZABETH WINGFIELD BARNETTDONOR STORY
Miss Barnett was born in 1901 in Atlanta and graduated from Randolph Macon Women’s College in 1923. She earned a Master’s degree in social work from Tulane University.
During the Depression, she worked for the Federal Emergency Relief Administration and taught at the Tulane School of Social Work.
She came to Connecticut in 1946 as a visiting professor of social work at Columbia University. She later joined Family Centers in Greenwich as a caseworker.
After retiring in 1975, Miss Barnett traveled the world.
2005-06 2007-08
PERCENTAGE OF BRIDGEPORT YOUTHENGAGED IN PARK RECREATION PROGRAMS
2009-10
13% 28% 25%
Thanks to supporters like you, we awarded $60,000 to the Trust for Public Land. This will support intensive collaboration between the Trust for Public Land and the City of Bridgeport.
“Parks are very important, they’re an outlet,” said lifelong Bridgeport resident Jorge Cruz. “It’s nice to sit outside and mingle with other people. It makes you feel like you are part of a community.”
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20 YEAR HigHligHtsTHANK YOU
$16.6 MILLION awaRDeD iN gRaNTS, including $694,000 in scholarships
$1.4 MILLION BROKeReD gRaNTS $17.4 MILLION ReceiVeD iN cONTRiBuTiONS $147.9 MILLION iN NeT aSSeTS
FISCAL 2012 BY THe NumBeRS
80% 5% 2%
4% 1%
GRANTS BY FUND TYPE iN milliONS■Donor advised $ 13.3■Discretionary $ 1.3■field of interest $ 0.7■Scholarship $ 0.7 ■Donor Designated $ 0.4■agency endowments $ 0.2
TOTAL $ 16.6
Totals include agency endowments
GROWTH OF GRANTS iN milliONS$16.6
$11.5
$11.0
$7.2$6.9
2012
20102007
2004
2001
1998 $1.6
1. You can give to your charitable passions. When you establish a charitable fund with us, you receive personalized philanthropic advisory services and financial stewardship to target your giving to the causes you care about. Whether you want to support causes in Fairfield County or across the country, we handle all of the grantmaking and reporting.
2. You can give alongside others to a shared charitable passion. Your giving is leveraged when you contribute to a collective fund. You can choose among funds that benefit a field of interest, specific communities or the entire region.
3. You can give to where the need is greatest, right here in Fairfield County. Come to the table and support our initiatives and leadership work in the community. This involves research, collaboration, partnerships and funding to create and lead solutions to complex regional problems.
4. You can continue your giving long after you’re gone. You can leave a gift in your will or estate plan that will benefit your community or charitable passions for decades.
WHAT WE OFFER YOU
19951992
8%
$1.0$0.3
1992-93 Five community foundations merged to form the Fairfield County Community Foundation. All funds are endowed. Net assets $8.5 million; $713,000 awarded in grants
1994-97 Susan M. Ross hired as president and CEO. Conducted first research study to forecast population shifts in Fairfield County by 2015. Discretionary grants funded critical needs
1997-00 New emphasis on discretionary grant results. Introduced nonprofit workshops. Launched Fund for Women and Girls. Published “The Profile of School Readiness in Fairfield County”
2000-03 Broadened grants to support early childhood education. Formed Fairfield County After School Network. Held first Fund for Women and Girls luncheon
2003-05 Focused discretionary grants on achievement gap and affordable housing. Established Professional Advisors Council
2005-07 Complied with new national standards for community foundations. Forged partnership with Harvard Business School Community Partners to strengthen nonprofits. Merged with Greater Bridgeport Area Foundation. Launched Collaborative Fund for Affordable Housing. Fund for Women and Girls published report on women’s unmet needs
2007-09 Fund for Women and Girls launched Family Economic Security Program with Norwalk Community College and NCC Foundation. Launched Urban School Leaders Fellowship to create pipeline of future school principals. Established Safety Net Giving Circle, awarded $200,000 to nonprofits providing basic needs. Consolidated professional development and training for nonprofits into the FCCF Center for Nonprofit Excellence
2009-11 Published report on recession’s impact on local nonprofits. Published “School Leadership Matters,” advocated passage of a state bill allowing alternative route to certification for school principals. Created Kids Backpack Giving Circle, raised $125,000 to double number of Bridgeport children carrying home nutritious food for weekends. President and CEO Susan Ross announced retirement
2011-12 Juanita T. James hired as president and CEO. Created Fairfield County Community Leadership Fund to address current and evolving regional needs. Initiated community listening posts. Net assets approach $150 million; $151 million in grants awarded since 1992
None of this would have been possible without you. Thank you.
Dear Friend,
It has been an honor to serve you in our new roles as Board Chair and CEO. This has been an exciting year.
In addition to continuing our grantmaking—this year we awarded $16.6 million—your Foundation played a critical leadership role in Fairfield County.
We formed partnerships with many key stakeholders in our community to identify and solve complex challenges that no single organization could tackle.
In these pages, you’ll find stories about innovative programs, strategic partnerships, and generous donors like you. In the coming year, we plan to do much more.
You will be invited to join us as we embark on an ambitious and inspiring journey to listen to our communities. We want to pinpoint the challenges and opportunities facing all of us in Fairfield County, and how we can bring everyone together to address them.
We will be inviting nonprofit leaders, corporate funders, private donors, government officials, program experts—and you—to come to the table.
It’s at the table where we learn from each other, connect over a shared desire to tackle critical needs, build strategies to make a meaningful and lasting impact, and take action.
These partnerships allow all of us to accomplish much more than any of us could alone. We regard this community leadership role as our greatest strength and value.
We invite you to come to the table. There’s a place for you, right here.
Sincerely,
THaNK YOu fOR
20
YEARS
Of maKiNg aDiffeReNce
Sheila A. PerrinChair, Board of Directors
Juanita T. James President & CEO
CONTENTS
14 New Funds
17 Contributors
23 Funds
29 Discretionary Grants
36 Governance. Committees
38 Advisory Council, Professional Advisors
39 Community Friends, Staff
40 Financial Highlights
We help you make a difference in the communities of Fairfield County and beyond in four ways:
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NEW fuNDSYou can establish and name a fund at the Foundation, then support your favorite causes close to home as well as anywhere in the United States. In addition, you can join like-minded individuals and give to collective funds at your Foundation that match your local charitable passions.
If you want to give to where the need is greatest, you can support our regional initiatives and leadership work in the community. Some want their giving to continue long after they’re gone, and leave a gift to their community or favorite cause in their will.
If you don’t have a charitable passion, we can help you focus your philanthropy to support values important to you. If you do, we introduce you to corresponding nonprofit programs in Fairfield County.
Depending on your level of engagement, you’re invited to guided visits of local nonprofits, donor briefings and events. We advise you about new giving opportunities that match your interests. In addition, you have access to our research, including program evaluations in your fields of interest.
When you establish a charitable fund with us, you are freed from drafting documents, accounting and reporting requirements. You can engage your children and name successor advisors. Your contributions are professionally managed and overseen by the Foundation’s Investment Committee and Board of Directors. Anonymous giving is possible. As one fundholder said, “This is smart philanthropy.”
we help you make a maximum impact with your charitable giving
Good Schools Bridgeport Fund Building on the Bridgeport Education Reform Fund, a new advised fund at the Foundation has been opened to support accelerated district-wide turnaround in Bridgeport Public Schools.
The Good Schools Bridgeport Fund will support priorities identified by Bridgeport Public Schools Superintendent Paul Vallas and approved by the Bridgeport Board of Education. Private funds will be put to work to help the district implement the Good Schools Bridgeport Plan, a plan that puts the district on course to improve public schools in every neighborhood.
Key strategies include attracting and supporting high quality teachers and leaders, increasing school quality and expanding choice, and supporting the execution of proven educational practices, including integration of technology tools.
The goal of the Plan is to ensure that all students achieve at grade level and are provided the support to achieve their education, career and life goals.
Peter Fedorko Scholarship Fund A lifelong Stratford resident and graduate of Bunnell High School, Peter Fedorko knew he wanted to help students in his community.
As he began the process of creating a scholarship fund, Mr. Fedorko thought back to his life experiences and how the trips he made to Russia, China and Europe helped shape his world view and give him a broader understanding of different cultures and lifestyles.
One trip in particular, to a rural Chinese hospital, left an impression.
“It was pretty basic,” he said. “Hypodermic needles were cleaned and left in the sun to dry. The whole atmosphere struck me as being completely different than it is here at home.”
He knew he wanted to give Bunnell High School students that same opportunity to see the world.
The Peter Fedorko Scholarship Fund will provide scholarships to students who would not otherwise have the means to travel abroad and learn about different cultures and ways of life.
“You can read about it, but until you’re actually there, you don’t fully appreciate the differences in the way people live.”
Rebold Family FundNancy and Matt Rebold established the Rebold Family Fund to expand their giving from global and domestic charities to include a significant local component.
“It is also an ideal way to introduce the importance of giving back to our daughters (pictured left) and build a tradition of giving in the family,” Nancy said. “As we focus on local giving opportunities, we can talk to our girls about helping others close to home who may be less fortunate.
“The Foundation's local knowledge and expertise makes it the perfect partner in helping us accomplish this objective.”
Meghan K. Lowney FundThe Meghan K. Lowney Fund is a donor advised fund.
Shumway Family FundThe Shumway Family Fund is a donor advised fund.
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NEW fuNDS (cONTiNueD)
CONTRIBUTORSTO OuR cOmmuNiTYleaDeRSHip wORK
the Community Foundation introduces me to wonderful opportunities to help those who need it most. i especially appreciate how they bring different people together to solve the most difficult problems in our communities. i am confident my giving is making the greatest impact.
—Anne S. Leonhardt, with daughter BarbaraFundholder since 1998
“
”
The fairfield county community foundation
envisions a future where our cities and
towns are vibrant and sustainable, and all enjoy
opportunities to lead fulfilling, productive lives.
To that end, we bring to the table experts,
community and business leaders, elected officials, nonprofit leaders, private
funders, and you to collaborate on tackling critical regional issues.
we are most grateful for those who contribute to this “beyond the grants” community leadership.
Leadership Gifts
We are honored to recognize and thank these generous individuals, private foundations and corporations for their significant gifts of $7,500 and more:
Anonymous (2)John T. and Sheila B. Becker FoundationVicki & David CraverGuilford FundThomas & Mary Ann HaysAnne S. LeonhardtBarbara LeonhardtLone Pine Foundation, Inc.Ann S. MandelSusan & Stephen F. Mandel Jr.MBI, Inc.Edward S. Moore Family FoundationThe Oppenheim Family FundSheila & Charles PerrinSeabreeze Foundation
Key Supporters
We are pleased to recognize and thank these contributors for gifts that support our community leadership work: Peggy Anderson
Anonymous
Alexandra Falconer Austin Fund
Bernicestine & Harold Bailey
Joan & Ed Barksdale
Jim & Ellen Bassett
Allan & Nancy Bernard
Edwin L. & Jane Bescherer
Bharucha Charitable Foundation
Dorothy Blaustein
Bridgemill Foundation
Sandra J. Brown
Elizabeth H. Burke
John & Anita Caggiano
Joel & Neva Cheatwood
Hon. John P. Chiota
Ann & Richard Cohen
Abelardo S. Curdumi
Daniel L. Daniels, Esq.
Marie S. Dix
John & Mary Donohue
Christopher Douglass
Amy & Tony Downer
Barbara J. Erickson
Pam & Kenneth Fadner
Marie Fauth Charitable Fund
William & Judy Ferdinand
Eileen & Lou Fernous Jr.
George & Janet Ferrera
Robert & Linda Fiscus
James & Jane Flaherty
Mary-Jane Foster & Jack McGregor
Dorothy Fox
Madeleine G. Fox
W. Michael & Ellen Funck
Andrea Gartner
GE Foundation
Nancy Hart Glanville
Nelson H. & Susan E. Gonzalez
Robert C. & Julie Graham
Sue & Ed Greenberg
Haffenreffer Family Fund
Mrs. James Hoban Harris
Mike & Sally Harris
Myrna Gould-Harrison & Edward E. Harrison
The Darrell Harvey Family Foundation Inc.
Barry C. & Lilyan Hawkins
Peter & Jackie Heneage
David T. Henigson
James A. & Mary Himes
Hazel & Mike Hobbs
Joseph & Sharon Hoffman
Bruce & Michele Hubler
Impact Personnel, Inc.
Juanita T. James & Dudley Williams
Allan V. Jay III, CFP
Troy & Diane Jellerette
The Jeniam Foundation
JP Morgan Chase Foundation
The GB Knecht Foundation
Gary A. Kraut
The Kreitler Foundation
Jennifer W. & Mark Lapine
Katherine C. & Gary L. Leeds
Michelle Lesko
Harold Levine
Natalie & Frank Lyon
The Malkin Fund
Connie S. and Betty Maniatty Foundation, Inc.
Phyllis G. & Philip R. Marsilius
Jill Mays
Harold & Nancy McGraw III
Wilbur Miller
Moffly Publications, Inc.
Barbara V. & James V. Moltz
Peter T. & Janet Mott
Wafaa Naggar
Robert Neiman
Don & Sara Nelson
Loretta Nolan, CFP, AEP
Ronald & Renée Noren
Eleanor & Henry O’Neill Family Fund
Dennis P. & Laurie Orr
Patrick Foundation
Robert & Patricia C. Phillips
Marianne & Edward B. Pollak
Christina Posniak
Thomas V. & Marianne B. Reifenheiser
Hans F. Reiss
Sharon Reiss Closius
Relyea Zuckerberg Hanson, LLC Rich Foundation, Inc.
Robert N. Rich
Daniel K. & Betty Roberts Family Foundation
Paul F. & Janice Roman
Gilbert J. Rose
Joan Rosenbaum
Susan M. Ross & Charles MacCormack
Richard & Rita Seclow
George & Donna Smith
Nancy J. Stoetzer
David J. & Lyn G. Sullivan
Eileen Swerdlick
Kathleen Synnott
Gerry Tessitore
Christian & Patricia Trefz
John & Cindy Vaccaro
Giselle Wagner & Paul Meyerson
Trina Waldron
Hon. David M. Walker & Mary E. Walker
Helen B. Wasserman
Lawrence N. Waterbury
Curtis & Katharine Welling
Linda F. & John R. Whitton III
Jean C. Winton
Steven & Gail Wolff
Mary Jane & Nicholas Wood
Jon R. & Lauren Zirn
Fairfield County Community Leadership Fund Fairfield County is among the wealthiest in the nation, yet thousands of children are failing in our schools and facing compromised futures. The high price of housing is undermining stability for mid-wage and low-income families. Long-term unemployment among those age 50+ has wiped out lifetimes of savings with few ways to catch up.
And what new challenges will the future bring? One guaranteed forecast is the age wave of baby boomers growing older. What will be the impact on our towns and cities for housing, health care, transportation and social networks?
There is much work to prepare for to effectively address the challenges of today and the next 20 years. That is why we established the Community Leadership Fund.
We know tightly-focused philanthropy, innovative approaches and astute collaborations can bring about real change. This is our little-known “beyond the grants” work. It is strategic problem solving that tackles critical regional issues that defy conventional answers.
We know that the inequities in our region outstrip the amount of grants we alone can award. That’s why we research, analyze and identify where we can affect real change, then bring to the table experts, community and business leaders, elected officials, nonprofit leaders, private funders, and you to partner in finding approaches that will best solve these critical needs.
It is community leadership at its best.
The Community Leadership Fund will ensure our sustainability and capability to address current issues and evolving future challenges for Fairfield County communities and residents.
We will connect and spark a dialogue on the most critical issues with every stakeholder in the community through listening posts and surveys.
We will engage our stakeholders and partners to identify the challenges, research the possibilities, leverage resources and create solutions.
We will review and revise our strategic plan. And we will inspire and build the resources to meet the community’s changing needs.$4B
in grants made by u.S. community
foundations in 2011
faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT18 www.fccfOuNDaTiON.ORg 19
J.C. & S. Adams Fund of the Community Foundation of Jackson Hole
Marian Clark Adolphson
Advanced Technical Materials, Inc.
Almira Family Foundation
Oakes Ames
Janice Andersen
Andrews Family Foundation
Anonymous (22)
Courtnay & Matt Arpano
Richard A. & Nancy Axilrod
David F. & Lucy Ball
Bank of America Charitable Foundation, Inc.
Bank of Tokyo-Mitsubishi UFJ, Ltd.
April S. Barker
James R. & Kaye E. Barker
Joan & Ed Barksdale
Jim & Ellen Bassett
Serena Bechtel
John T. and Sheila B. Becker Foundation
Anita V. Behnken
George B. & Mary L. Beitzel
Fred M. Bering
Edwin L. & Jane Bescherer
Susan Bevan & Anthony F. Daddino
Bernard & Miriam Beyman
Milton I. & Pamela C. Bickle
Judith L. Biggs
Alison Birnbaum
Mrs. Andrew W. Bisset
Barbara Louise Blauvelt
Wendy & Jason Block
Lorraine Bloom
BNY Mellon Community Partnership
Tina and Jeffrey Bolton Family Trust
Julie Bostwick
Jane Boyle
Greater Bridgeport Bar Association, Inc.
Bridgeport Hospital Foundation
Bridgeport Rotary Club Foundation, Inc.
Dorothea E. Brennan
Marc A. Breslav & Arlene Seymour
Nancy C. Brewer
Sandy Bria
Bridgemill Foundation
William J. Britt, Esq.
Mary Brock
Harry Brodbeck Trust
Brody Wilkinson PC
Brooklawn Country Club, Inc.
Louise Brooks
Patti Brown
Ruth W. Brown Foundation
Suzanne A. Brown Peters
William H. & Carol D. Browne
Marianne Buchanan
Elizabeth H. Burke
Annie O. Burleigh
Alice & William Burnham
Donna & Robert Byrnes
Capwood Associates, LLC
Carl Marks Foundation Fund
Karen L. & C. Edward Chaplin
Joel & Neva Cheatwood
John P. Chiota, Esq.
Amy & John Cholnoky
Citibank, F.S.B.
Citizens Bank Foundation
Vidal S. Clay
Jeanette Clonan
Lisa Cobb
Ann & Richard Cohen
Kristi Colburn
Courtney Combe
Vincent J. & Patt Como
Lucy Conrod
Nancy Cook
Janet O’Connor Cornell
Mary Corson & Jonathan Sackler
Country Life, LLC
Lloyd B. & Eleanor J. Cox Jr.
Jill Coyle
David & Jane Crandall
Crane Foundation, Inc.
Vicki & David Craver
Virginia Crawford
Linda C. & Robert H. Cremin
Mrs. Kevin Crimmins
Andrea K. & David M. Cross
Connecticut State Seniors
Center for Women and Families of Eastern Fairfield County
Thomas D. & Louise M. Cunningham Jr.
Abelardo S. Curdumi & Isabel L. Rodriguez
Julie Cusimano
Daniel L. & Jennifer Daniels
William R. & Marjorie Davidson
Margaret Davies
Kathryn & Edward G. Davis
Laurie A. Davis
DiSalvo Ericson Group Structural Engineers
Marie S. Dix
Brian & Laurie Doherty
Domus Foundation
John P. Donahue, M.D. & Leslie L. Grattan
Christopher Douglass
Amy & Tony Downer
Greg Doyle
Nancy & Donald S. Dworken
Martin A. Dworken, Esq.
Myron I. & Carol Dworken
Judy & Charles Eaton
Eileen Fisher
Thyra & Theodore Elliott
Karl H. & Nancy Epple
Barbara J. Erickson
Mary A. Erlanger
Hanna G. Evans
FactSet Research Systems Inc.
Pam & Kenneth Fadner
Family and Children’s Agency
Thomas J. & Kathleen S. Farrell
Killeen Faughnan
Marie Fauth Charitable Fund
Foundation for Life, Inc.
Peter Fedorko
Gregg J. & Marla J. Felton
Eric & Anne Ferguson
Betsy & Jesse Fink
Robert L. & Linda J. Fiscus
James P. & Jane Flaherty
Forester Capital, LLC
Mary-Jane Foster
Dorothy Fox
James & Jane Fox
Marilyn M. & William P. Frank
Mika & David N. Frechette
Frosty & Donald R. Friedman
FSW, Inc.
W. Michael & Ellen Funck
Bernadette & Nelson Gales
Garden Homes Fund
Andrea Gartner
GE Foundation
GE Capital
Daniel A. Gehnrich
Georgetown Chrysler Jeep Dodge
Edward F. Gerber
Ann W. Gibb
Marty & Roger Gilbert
Nancy M. Gilbert
Amy J. & John Gillis
Estate of Thomas Gilmartin
The Joseph and Licia Gimma Foundation
William H. & Emily Gindin
Laura & Rob Glanville
Nancy Hart Glanville
Edward & Penelope Glassmeyer
Global Impact
Arthur B. & Barbara M. Gnaedinger
Jeanne Gnuse
Mary Kate Gobleck
Mr. & Mrs. Arthur Golden
Lori Gonye
Beth Ina Gopman
Katie Gormley
Dorothy M. Gough
Robert C. & Julie Graham
Sue & Ed Greenberg
Sandra Greer
Maggie & Jim Griesing
Hillary Grogan
Grossman Family Foundation
Guilford Fund
Joan Gullans
Lawrence & Michele E. Haertel
Haffenreffer Family Fund
Jane Gade Halliwell Fund
Hammerschlag Family Foundation, Inc.
Leslie Hardy
Hilary Haroche
Mrs. James Hoban Harris
Mike & Sally Harris
Myrna Gould-Harrison & Edward E. Harris
Susan S. Hart
Kristy & Robert L. Harteveldt
The Darrell Harvey Family Foundation Inc.
The Hastings Foundation, Inc.
William J. Hauck
Barry C. & Lilyan Hawkins
Thomas C. & Mary Ann Hays
Marian & Winlow M. Heard
Per & Astrid Heidenreich
Helping Hand Foundation
Michael C. & Nancy Herling
Debra & John D. Hertz Jr.
Christie Hicks
Roger Hillas
Robert S. Hillas
James A. & Mary Himes
Debbie Hires
Ingrid M. Hirsch
Hazel & Mike Hobbs
Joseph & Sharon Hoffman
Mrs. Harrison B.W. Hoffman
Richard & Wendy Hokin
Holloway Family Foundation
Mary & Steve Holmes
Estate of Ellen N. Hosiosky
Richard M. & Janet L. Hoyt
Bruce & Michele Hubler
Anda B. Hutchins
Elizabeth Hutchins
Hynes, Himmelreich, Glennon & Company
Joan H. Igler
Jeffrey & Andrea Immelt
Impact Personnel, Inc.
Inisfad Foundation
Matt & Sara Iorio
Iridian Asset Management, LLC
Harvey & Joan James
Juanita T. James & Dudley Williams
Allan V. & Mary Jay
The Jeniam Foundation
Sarah B. Jenny
Thomas F. & Kathryn S. Jensen
JJJ Charitable Foundation
Barbara P. & Carl F. Johnson Jr.
Julie M. Johnson
Mystique E. Johnston & Manuel E. Mejia
Betty Beall Jordan
JP Morgan Chase Foundation
Henry and Joan Katz Fund of the Jewish Community Foundation of Eastern Fairfield County
Henry L. Katz
Phyllis Kaufer
Amanda Kavanaugh
Cordy Gould Kelly & John L. Kelly
Susan Kemp
Martin & Betty Kent
Gail Khosla
Mary Lee & Jack Kiernan
Christine H. Kim
Libby King
Paul & Barbara Kirwin
The Kite Key Foundation
Roland E. & Janet D. Klingner
The GB Knecht Foundation
William R. & Audrey Knobloch
Stuart C. & Ellen J. Kovar
Gary A. Kraut
The Kreitler Foundation
Rosemary Ogrinc Krivoshik & Bill Krivoshik
Barbara Vogt Kugler
The Louis J. Kuriansky Foundation
Kathleen LaCroix
Hillary Lammens
Monica Lamontagne
Robert & Darlene Lang
Alfred H. & Joan J. Lange
John A. Lannon & Patricia C. Lannon
Jennifer W. & Mark Lapine
Richard S. Lawrence & Sarah Lawrence
Sally & Larry Lawrence
Mariko & Matthew LeBaron
The Lebensfeld Foundation
Janet L. Lebovitz
Kim & Stew Leonard
Anne S. Leonhardt
Barbara Leonhardt
Frederick H. Leonhardt Fund at the New York Community Trust
Brian & Naida Leslie
Michael Lesnick & Martha McCann Lesnick
Dan Levinson
Wes & Mary Liebtag
Joyce & Larry Light
Elizabeth Likly
Lori Lindfors
Phillip E. & Donna M. Lint
Mickey Lione, Jr. Fund, Inc.
Leslie B. Littlejohn
Lone Pine Capital
Lone Pine Foundation, Inc.
George and Betsy Longstreth Charitable Gift Fund
Angela Lovely
Meghan Lowney
Peter B. & Laurie A. Maglathlin
Jeremy Main
The Malkin Fund
CONTRIBUTORS TO fOuNDaTiON fuNDSwe are grateful to all who contributed
to one or more funds at the foundation.
we recognize and thank these generous
individuals, corporations, organizations, funds,
and private foundations for their gifts of $250
and more:
the Fairfield County Community Foundation has introduced us to many organizations in our community that we otherwise might not have come across. the Foundation’s team connects us with successful charities aligned with our mission to educate underprivileged children. as a funder and a volunteer it is rewarding to see first-hand the effects FCCF has on our community.
—Cecilie JedlickaThe Per and Astrid Heidenreich Family FoundationStamford
“
”
Manatuck Hill Partners, LLC
Ann S. Mandel
Susan & Stephen F. Mandel Jr.
Mark Family Fund
Donald E. & Mary E. Marquardt
Sidney Marshman
Phyllis G. & Philip R. Marsilius
Marti Fischer Grant Services, LLC
Timothy Massad & Charlotte Hart
Matson Financial Advisors, Inc
John C. Mayer
Lauren A. & David Mazzullo
MBI, Inc.
Rachel McAree
Robert S. McCarthy
William & Roslynne McCarthy
Patrick McCormack
Melanie & Tom McGlade
Harold & Nancy McGraw III
Sonnet & Ian McKinnon
Pamela McKoin
Linda & Vincent K. McMahon
Peter & Barbara McSpadden
Meadow Ridge Residents Association
Lizanne C. & John Megrue
Joel & Ellen S. Mellis
Christine & William Merritt
Albert and Helen Meserve Memorial Fund of Wells Fargo
Virginia & Juan M. Meyer
Morlee J. Miller
Col. John W. Mitchell
Moffly Publications, Inc.
Moore Family Fund
Edward S. Moore Family Foundation
Gerald J. & Joyce Moran
Barbara & John T. Morris
Ben & Leanne Mortell
Peter T. & Janet Mott
Katharine & Kenneth Mountcastle
Marian Mule
Barbara & William Murphy
Jessica Murphy
Marci Murphy
Norwalk Community College Foundation
Robert Neiman
Nellie Mae Education Foundation
Don & Sara Nelson
Irwin and Dorothy Nessel Foundation, Inc.
Neuberger Berman
Gregory & Sue Neumann
Leo Nevas Family Foundation, Inc.
New Canaan Community Foundation
New Canaan High School Boys Hockey Team
Newman’s Own Foundation
faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT20 www.fccfOuNDaTiON.ORg 21
Claudia Breslav Nielsen
Ronald B. & Renée Noren
Eleanor and Henry O’Neill Family Fund
Robert W. Obrecht
Olson Foundation
Paula Oppenheim
The Oristano Foundation
Lindsay & David G. Ormsby
Beverly M. Orthwein
Jody Osborn
Cathleen & Richard Ostuw
Overhills Foundation
Christine & John Palumbo
Lynne Pasculano
Patrick Foundation
Richard G. Payne & Patricia T. Chiota
Joann Peacock
People’s United Financial Inc.
People’s United Community Foundation
Sherry Perlstein
Sheila & Charles Perrin
Mary Beth Peterson
William J. Peterson
Peter & Cynthia Phelan
Robert & Patricia C. Phillips
Pitney Bowes Community Investments
Pitney Bowes Education Foundation
Margaret Platka
Ronnie & Larry Polansky
Marianne & Edward B. Pollak
David & Colette Poniatowski
Ms. Elaine Potash
Purdue Pharma L.P.
Reuben & Nina Ravden
Jane & Robert Ready
Nancy & Matt Rebold
Redding Life Care LLC
R. Donald & Connie Reich
Thomas V. & Marianne B. Reifenheiser
Hans F. Reiss
Relyea Zuckerberg Hanson, LLC. Charitable Gift Fund
Meredith & Eric Reuben
Revson Charitable Trust
Gioia F. Riccio
Eileen & Gary Rice
Rich Foundation, Inc.
Elizabeth Rich
Robert N. Rich
Ellen Richman
Mary Jo Riddle
Ridgefield Veterans Memorial Community Assoc., Inc.
Daniel K. and Betty Roberts Family Foundation
Jeanne Robertson
Daniel D. & Doris A. Robinson
Rockledge Institute, Inc.
Janet E. Rogers
Paul F. & Janice Roman
Gilbert J. Rose
Lil and Julie Rosenberg Foundation, Inc.
Susan M. Ross & Charles MacCormack
Rotary Club of Derby-Shelton
Carmina Roth
Lauren Roth
Charles M. & Deborah Royce
Karen Free Royce
Cristine Russell
Patricia Russo & John Karr
Ruth Camp Campbell Foundation
Summer Hill Foundation
Katherine & Peter Sachs
Shelby Saer
Sage Foundation
Dorothy M. Savage Charitable Lead Trust
Frank & Lolita Savage
Savings Bank of Danbury
Deb Sawch
Everett M. & Sarah E. Schenk
Paul & Susan Scheufele
John & Sally Schlachtenhaufen
Seabreeze Foundation
Betsey & Arthur Selkowitz
Lisa Shanahan
Jane Shang
Brian & Marilyn Shannahan
Anissa Shannon
Shaw Family Fund
Jean & Jeffrey Shaw
Jeanie Shaw
Marsha K. Shendell
Janet M. Sherin
Shipman & Goodwin LLP
The Shumway Foundation
Chris & Carrie Shumway
Sigma Phi Epsilon, California Chi Chapter
Richard A. & Vivienne R. Silver
Nancy & Gilbert Simpkins
Susan Skelsey
Shirley & Bill Sklar
George & Donna Smith
Jon & Cleo Sonneborn
St. Vincent’s Medical Center
Stamford Hospital
Warren and Susan Stern Family Fund of the Jewish Communal Fund
Ruth Sternad
Sternlicht Family Foundation
Amy Meyercord Stevens
Kerry Y. & Jed W. Stevens
Russell P. & Pearl R. Stockman
Andrews Family Foundation
Anonymous (4)
Courtnay & Matt Arpano
David F. & Lucy Ball
Bank of America Charitable Foundation, Inc.
April S. Barker
Joan & Ed Barksdale
Judith L. Biggs
Tina & Jeffrey Bolton Family Trust
Jane Boyle
Sandy Bria
Bridgemill Foundation
Mary Brock
Patti Brown
Suzanne A. Brown Peters
William H. & Carol D. Browne
Marianne Buchanan
Annie O. Burleigh
Amy & John Cholnoky
Citibank, F.S.B.
Vidal S. Clay
Kristi Colburn
Mary Corson & Jonathan Sackler
Crane Foundation, Inc.
Vicki & David Craver
Andrea K. & David M. Cross
Brian & Laurie Doherty
Amy C. & Tony Downer
Judy & Charles Eaton
Eileen Fisher
FactSet Research Systems Inc.
Marie Fauth Charitable Fund
Betsy & Jesse Fink
Mika & David N. Frechette
Marty & Roger Gilbert
Beth & Arthur Golden
Sandra Greer
Helping Hand Foundation
Christie Hicks
Mrs. Harrison B.W. Hoffman
Bruce & Michele Hubler
Hynes, Himmelreich, Glennon & Company
Jeffrey & Andrea Immelt
Mystique E. Johnston & Manuel E. Mejia
Amanda Kavanaugh
Mary Lee & Jack Kiernan
Libby King
Kathleen LaCroix
Jennifer W. & Mark Lapine
Sally & Larry Lawrence
The Lebensfeld Foundation
Janet L. Lebovitz
Anne S. Leonhardt
Frederick H. Leonhardt Fund at the New York Community Trust
Leslie B. Littlejohn
Lone Pine Capital
Angela Lovely
Peter B. & Laurie A. Maglathlin
Manatuck Hill Partners, LLC
CONTRIBUTORS TO fOuNDaTiON fuNDS (cONTiNueD)
CONTRIBUTORSTO fuND fORwOmeN aND giRlS
we are pleased to recognize and thank
those who generously contributed $1,000 and
more to the fairfield county community
foundation’s fund for women and girls:
i believe in and support the Fund for women and girls because it has impact. From supporting single parents seeking college degrees, to funding programs that help girls develop confidence and resiliency, its work strengthens our entire community.
as the Fund grows, so will the impact it has on the lives of women and girls throughout Fairfield County and, from that, we will all benefit.
—Janet Lebovitz, New CanaanSupporter since 2009
“
”
Ann S. Mandel
Susan & Stephen F. Mandel Jr.
Mark Family Fund
Lauren A. & David Mazzullo
Rachel McAree
Sonnet & Ian McKinnon
Linda & Vincent K. McMahon
Lizanne C. & John Megrue
Katharine & Kenneth Mountcastle
Barbara & William Murphy
Jessica Murphy
Marci Murphy
Norwalk Community College Foundation
Neuberger Berman
Olson Foundation
Oppenheim Family Fund
The Oristano Foundation
Lindsay & David G. Ormsby
Beverly M. Orthwein
Cathleen & Richard Ostuw
Lynne Pasculano
Sheila & Charles Perrin
Pitney Bowes Community Investments
Lauren Roth
Charles M. & Deborah Royce
Cristine Russell
Sage Foundation
Lisa Shanahan
Jane Shang
Anissa Shannon
Shaw Family Fund
Jean & Jeffrey Shaw
Shipman & Goodwin LLP
Nancy & Gilbert Simpkins
Stamford Hospital
Sternlicht Family Foundation
Charlotte & John Suhler
Summer Hill Foundation
Johnna G. Torsone
Tyler Family Charitable Gift Fund
Mary S. Waldron
Joan M. Warburg
Peter A. & Deborah L. Weinberg Family Foundation
Joan & Fred Weisman
Curtis & Katharine Welling
Linda F. & John R. Whitton III
Jane S. & Brian Williams
Annette Wilson
Elisa & Thomas B. Wilson
Sandra Wilson
Phyllis Winham
Winokur Family Foundation, Inc.
Jean & Richard H. Witmer Jr.
553people gave between
$250 and $4.5 million to fccf last year.
THaNK YOu!
Patricia Stoddard
Sally & Charles Stone
Catharine S. & Jeffrey C. Sturgess
Charlotte & John Suhler
David J. & Lyn G. Sullivan
David J. Sullivan III & Gioia J. Riccio, M.D.
Kevin J. & Edith V. Sullivan
Eileen Swerdlick
Mimi D. & Marc Tabah
Theodora L. Taggart
Catherine Talbot
The Tauck Foundation
Robert Taylor
Melissa M. & Todd S. Thomson
Tory Thorman
Johnna G. Torsone
Ellen P. Tower
Bob & Mary Trefry
The Ernest and Joan Trefz Foundation
Christian & Patricia Trefz
Tyler Family Charitable Gift Fund
Howard & Judith Udell
Richard R. Uhl
Elizabeth & Gary Unger
U.S. Trust, Bank of America Private Wealth Mgmt.
United Way of Western CT-Danbury Office
John & Cindy Vaccaro
Venman & Co., LLC
Mary Louise Vitelli
Mr. & Mrs. Robert K. Vogel
Giselle Wagner & Paul Meyerson
Mary S. Waldron
Trina Waldron
Albert & Miriam Walker
Hon. David M. Walker & Mary E. Walker
William Wallace
Sara Walsh
Joan M. Warburg
Helen B. Wasserman
Peter A. & Deborah L. Weinberg Family Foundation
Joyce Weiser
Joan & Fred Weisman
Dana & Thomas B. Welles
Curtis & Katharine Welling
Joseph H. & Marion Wertheim
Wilmot Wheeler Foundation
Claire & Tom Whelan
Linda F. & John R. Whitton III
Kyle Wilcox
C. Webb Williams & Sallie Walter Williams
Jane S. & Brian Williams
Annette Wilson
Deborah R. Wilson
Elisa & Thomas B. Wilson
Sandra W. Wilson
Phyllis Winham
Winokur Family Foundation, Inc.
Richard H. & Jean Witmer Jr.
Nancy & Greg Wolcott
Steven & Gail Wolff
Allison Wolowitz
Karen & John Wood
Joanne Woodward
Yardis Brothers, Inc.
Arthur & Judy Yee
Nancy & Dan Yih
YMCA, Central Connecticut Coast
Torrance B. York
The Zarrilli Family
Jennifer & Eddy Zervigon
John & Sara Zimmermann
Ellen Zumbach
$38.9billion given to education by
americans in 2011
faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT22 www.fccfOuNDaTiON.ORg 23
Thomas F. Gilmartin lost his sight when he was a young man. He could have allowed the disability to stop him in his tracks. Instead, he considered himself fortunate for his capabilities and continued to pursue his goals.
Tom’s commitment to helping others led him to a successful career as director of Lighthouse International, a Manhattan-based nonprofit that has fought against vision loss since 1905.
Later in life, Tom moved to Stamford and became deeply involved in the community and with many nonprofit organizations.
When he began discussing estate planning with his attorney, Jevera Kaye Hennessey, Tom was specific about which causes and nonprofit organizations he wanted to support.
Yet he could not decide on a nonprofit to fulfill his desire to educate children. Jevera introduced him to the Fairfield County Community Foundation.
“When I suggested the Foundation as an astute way to fulfill the educational aspect of his philanthropy, Tom was very happy. They were a perfect fit,” said Jevera.
Tom left a generous gift in his will to the Foundation’s Fund for Academic Excellence. Added to gifts from others who share his passion for quality education throughout Fairfield County, Tom will help prepare children for promising futures, now and forever.
“Tom did a lot of good for a lot of people during his lifetime,” Jevera said. “He was happy to know that his good works for others would continue as he intended.”
it was important to us to teach our children about giving back and helping families like ours who have not had the same opportunities or advantages. our fund at the Foundation provides the structure for us to have meaningful family discussions about philanthropy, and involve our children in the decisions and joys of giving back.
—Lucy and David Ball, Darien Fundholders since 2004
“
”
Donor, Family & Corporate Advised Funds
These funds make it easy to actively participate in your charitable giving. You recommend grants from the fund you established to any qualifying public charity in the U.S., including those working overseas. We handle all of the paperwork and reporting. You can access our knowledge and philanthropic expertise for guidance about community issues and local nonprofits. You can give anonymously, and name advisors and successor advisors. Advancement of Norwalk Fund
Anonymous (2)
Delbert L. Auray, Sr. Fund
Back to You Fund
Anthony Ball Memorial Fund
Lucy and David Ball Family Fund
Bannow-Noren Fund
James R. and Kaye E. Barker Fund
Barksdale Family Fund
John P. and Nancy J. Bassett Fund
Louise Baum, Eastern Bag & Paper Co., Inc. Fund
Beard Family Fund
Jane M. & Edwin A. Bescherer Fund
Judith L. Biggs Fund
James P. and Elinor Upton Biggs Fund
Bisset Family Fund
Bluenose Fund
Richard P. & Barbara A. Bodine Fund
Bosworth Fund
Daniel and Emily Brennan, Sr. Fund
The Colleen Doyle Britt Education Fund
James and Margot Butler Family Fund
Captain Morgan First Mate Fund
Octavio & Marianela Choy Fund
Thomas C. Clark Fund
Clarkson Family Fund
Mildred (Aunt Mimi) Cohn Fund
Como & Nicholson Fund
Hugh and Eleanor Curran Memorial Fund
Daffodil Fund
Dalluge-May Family Fund
Barbara Benton Davis Fund
Delany Family Fund
Bern Dibner Gift Fund
Doherty Family Fund
Donald J. Donahue Family Advisory Fund
Benjamin and Frances Doto Family Fund
George and Mary Dunbar Family Fund
FUNDS Of THe fOuNDaTiON
every grant the foundation makes comes from a gift
made by someone like you.
many donors have established charitable
gift funds with us. They choose the name
for their fund and its purpose.
Some prefer to leverage their
contributions through collective giving to a
shared cause. Some want their giving
to take place during their lifetime. Others want their giving to
endure for generations. The following funds,
listed by fund type, are held at and stewarded
by the foundation:
Henry B. duPont, III Advise and Consult Fund
Fath Family Charitable Fund
Ferguson Fund
Betsy and Jesse Fink Fund
Flaherty Family Fund
Douglas and Olivia Floren Fund
Forester Community Education Fund
Irwin E. and Micheline Friedman Fund
The Ganim Fund
Garavel Family Fund
Gately Fund
Leonard Geller Memorial Fund
Jacob E. and Judith A. Goldman Fund
Goloff-Spector Memorial Fund
Goodspeed Fund
Colin and Eileen Green Fund
Joshua Greenberg Memorial Fund
Grossman Family Fund
Jane Gade Halliwell Fund
Peter Hanson Fund
Mike and Sally Harris Fund
Percy, Edna, and Edward E. Harrison Fund
Thomas C. and Mary Ann Hays Fund
Winlow and Marian Heard Family Fund
The Heidenreich Family Fund
Hellogood Fund
Dr. Ellen Hosiosky Fund
Pat and Shirley Howe Fund
Louis Joseloff Fund
Peter H. and Joan M. Kaskell Fund
Henry L. and Joan L. Katz Fund
Keeper of the Hearth Fund
John A. Klein Leadership Fund
Knobloch Fund
Julie Kovar Fund
Indiana B. Langston Fund
Anne S. Leonhardt Fund
Barbara A. Leonhardt Fund
Melissa Anne Leonhardt Fund
John A. Leslie Fund
Dan Levinson Charitable Fund
Sol and Rebeka Lieberman Fund
Light Fund
Phillip E. and Donna M. Lint Fund
Mickey Lione Sr. Memorial Fund
Littlefield Fund
Tom Liu Memorial Fund
Lockhart Jennings Family Fund
Longstreth-Pullman Family Fund
The Meghan K. Lowney Fund*
Mandel Family Fund
Stephen F. and Ann S. Mandel Fund
Bonnie and Gene Markowski Family Fund
Philip R. Marsilius Fund
The Massad Family Fund
McCullough-Wilkinson Families Fund
McDonald-Wright Family Fund
Peter and Barbara McSpadden Fund
Mellis Family Fund
Christopher T. Miller Fund
Stephanie and David Mixter Fund
Moran Family Fund
Gilbert C. & Rosemary F. Mott Fund
Gregory and Sue Neumann Fund
Nevas Family Fund
Paul Newman Fund
Melissa Nickel Memorial Fund
Charles F. & Anne Meckes Niemeth Foundation Fund
Norgren/Mahon Family Fund
Edward Vernon and Grace M. Nunes Fund
Ostuw/Leather Family Fund
The Outreach Fund
Graham Overbrook Fund
Norman K. Parsells Rotary Memorial Fund
Perrin Family Fund
Pollak Family Fund
Rebold Family Fund*
MembersAnonymous (3)
James R. & Kaye E. Barker
Barbara Louise Blauvelt
Susan Titus Glascoff
Myrna Gould-Harrison & Edward E. Harrison
Lori Hashizume
William R. & Audrey Knobloch
John Marshall Lee, CLU, RHU
Barbara Littlefield
Jeremy Main
Ann S. Mandel
Thomas R. & Doris C. McCullough
Linda M. Molnar
Katharine Mountcastle
Roy G. Neumann
Janice Park
Dr. Thomas Purcell
Jane & Robert Ready
Cheryl D. Reedy
June Rosenthal
Mary S. Waldron
Joan & Fred Weisman
Muriel Wilson
RememberedDonald C. Baldwin
Elizabeth Wingfield Barnett
Nancy Bassett
Ida Davidoff
Barbara Benton Davis
Frances Marian Deas
Sally Dickson
Joan T. Diedolf
Anna K. Dziuba
Robert B. Factor
Mary Elizabeth Farman
Thomas Gilmartin
Jane Gade Halliwell
Eduvina Hennigar
Dorothy Herrmann
Mary Elizabeth Hill
Mia Holthausen
Charlton Lyman
Patricia Main
Elizabeth Matthews
Stella Margaret McHenry
Helen Muller
Elizabeth Bissell Northcross
Edward and Grace Nunes
Nancy J. Pilgard
James Powell-Tuck
Jonathan Prince
Philip W. & Frances Ramer
Jean Gregory Richmond
Leah & David E. Robinson
William M. Saba
Joseph J. Santry
Dorothy M. Savage
Edgar See
Harriet S. Sherman
Edmund C. Spencer
Ruth Sternbach
Mary Varaljai
Edward Warren
when you remember your community, favorite cause or beloved nonprofit organizations in your will, you support what you treasure forever. You can tell us how you wish the money to be used, or leave a discretionary gift that will tackle community problems as they emerge.
Even a modest bequest will grow, under our stewardship, into a significant fund within a few decades. At the same time, your generosity will generate ever-increasing grants to the causes or communities you specify.
When you let us know that you’ve made a bequest, you’re welcomed into our Legacy Society. You’re invited to events and gatherings, and informed about Foundation initiatives and activities.
Please talk with your professional advisors and with us to find out how easy it is to leave a lasting mark in your world.
We gratefully acknowledge the compassion, generosity and foresight of our Legacy Society members:
THOMAS GILMARTIN'SgiFt to CHildren'S FutureS
LEGACY SOCIETY:HOw DO YOu waNT TO leaVe YOuR maRK?
faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT24 www.fccfOuNDaTiON.ORg 25
Frank J. Riccio, M.D. Fund
Betsy and Jack Rich Legacy Fund
Ridgefield Community Foundation Fund
David E. & Leah D. Robinson Fund
Rockledge Fund
Gil & Anne Rose Family Fund
Anthony J. and Martha F. Ruscito Fund
Safe Harbor Fund
Dorothy and Frank L. Savage Family Fund
Harold L. Schine Fund
Rosamond Stephenson Shannon Fund
Shumway Family Fund*
Richard and Vivienne Silver Charitable Fund
Skaarup Trust Fund
Samuel and Esther Rachel Sobel Fund
Theodore and Mariadina Steiber Memorial Fund
Sternheim-Gardner Family Fund
Stiassni Family Fund
Suhler Family Fund
Sullivan Family Fund
Tauck Fund
Turtle Insurance Policy
Discretionary Funds
These funds allow you to ensure your charitable giving is addressing the most pressing needs in Fairfield County’s cities, towns and the region, especially as those needs change over time. The Foundation depends on discretionary funds to address high-priority issues, support initiatives that tackle community and regional problems, and to help make the communities of Fairfield County healthy, vibrant and supportive to all.
For Countywide GrantmakingElizabeth Wingfield Barnett Fund
Carr-Earle Fund
Fairfield County Community Foundation Board Designated Grant Fund
Fairfield County Endowment Fund
Fairfield County Fund
Impact Fund
Memory Fund
Sheila and Charles Perrin Fund
Nancy J. Pilgard Fund
Edmund C. Spencer Fund
Community-Specific
BethelGreater Danbury Endowment Fund
BridgeportBridgeport Rotary Club Memorial
Greater Bridgeport Community Impact Fund
Carl B. & Marian C. Adolphson Memorial Fund
Earle G. & Betty M. Anderson Fund
John M. Berkowitz Fund
David H. & Theresa L. Bresky Fund
William & Margaret Buckens Fund
Philip H. & Cecelia K. Burdett Fund
R. Ward Chapman Fund
Arthur Clifford Fund
Albert L. Coles Memorial Fund
Leete P. and Marjorie S. Doty Fund
Robert B. Factor Fund
Nancy Flint Fund
Jeanne C. Gerber Memorial Fund
Murray R. Glass Fund
Grabau Family Fund
John E. and Clare M. Hampford Fund
Edward E. Harrison Endowment Fund
Edward and Myrna Harrison Fund
J. Walker Hill Fund
Zalmon S. & Ethel P. Hirsch Memorial Fund
Michael and Ida Hoffman Family Fund
Emil & Mali Kriegler Memorial Fund
A. George Lindquist Fund
M.& F. Foundation Advise Fund
Maddever-Harrison Fund
Ann Adams Mandeville Fund
Masonic Family Fund
N.M.K.M. Fund #2
Herbert and Margaret Renert Fund
Willard H. Sahloff Fund
Norman Schaff, Jr. Memorial Fund
Schwerdtle Family Fund
Frederick B. Silliman Memorial Fund
William S. Simpson Fund
Ralph & Marian Washburn Sprague Fund
Anne W. Stokes Fund
Bernard H. Trager Memorial Fund
Bradford Newman Warner Fund
Miriam and Elizabeth Kriegler Memorial Fund
Gota M. Norell Fund
Raymond J. and Veronica O’Connor Fund
Julia C. Palmer Fund
Remington Products Inc. Fund
Zarrilli Family Fund
BrookfieldGreater Danbury Endowment Fund
DanburyGreater Danbury Endowment Fund
DarienFive Town Endowment Fund
EastonGreater Bridgeport Community Impact Fund
Miriam and Elizabeth Kriegler Memorial Fund
Gota M. Norell Fund
Julia C. Palmer Fund
Remington Products Inc. Fund
FairfieldGreater Bridgeport Community Impact Fund
Miriam and Elizabeth Kriegler Memorial Fund
Gota M. Norell Fund
Julia C. Palmer Fund
Remington Products Inc. Fund
GreenwichGreenwich Endowment Fund
MonroeGreater Bridgeport Community Impact Fund
Miriam and Elizabeth Kriegler Memorial Fund
Gota M. Norell Fund
Julia C. Palmer Fund
Remington Products Inc. Fund
New FairfieldGreater Danbury Endowment Fund
New Fairfield Community Fund
NewtownGreater Danbury Endowment Fund
NorwalkFive Town Endowment Fund
Elizabeth Bissell Northcross Fund
Ramer Fund
ReddingGreater Danbury Endowment Fund
RidgefieldGreater Danbury Endowment Fund
(See the Ridgefield Community Foundation Fund under Donor Advised Funds)
SheltonGreater Bridgeport Community Impact Fund
Miriam and Elizabeth Kriegler Memorial Fund
Gota M. Norell Fund
Julia C. Palmer Fund
Remington Products Inc. Fund
ShermanGreater Danbury Endowment Fund
StamfordMac Cart Fund
Stamford Endowment Fund
StratfordMiriam and Elizabeth Kriegler Memorial Fund
Gota M. Norell Fund
Raymond J. and Veronica O’Connor Fund
Julia C. Palmer Fund
Remington Products Inc. Fund
TrumbullGreater Bridgeport Community Impact Fund
Trumbull Community Trust Fund
WestonFive Town Endowment Fund
WestportFive Town Endowment Fund
Elizabeth Bissell Northcross Fund
WiltonFive Town Endowment Fund
*Established in FY12
Designated Funds
A designated fund is ideal when you want to support a specific nonprofit organization in perpetuity. You may name one or more organizations to receive annual grants from your fund. If any of your designated organizations dissolves or changes its purpose, the Foundation ensures your original charitable objectives are continued.3030 Park Grants-in-Aid Fund
R & E Aiello Fund
Ann’s Fund
Aaron S. Avery Fund
Baldwin Fund
Edward F. Bodine Fund
Bridgeport Learn Not To Burn
Bridgeport Public Education Endowment Fund
Bridgeport Rotary Club Endowment Fund
William and Philip Carlson Fund
Fund for the Center for Global Studies
Charlton Trust Fund
Fund for Connecticut’s 9/11 Living Memorial at Sherwood Island
Sally Dickson Fund
Richard O. Dietrich Fund
ETRA Health Fund
Gellatly Family Fund
A Gift for Bridgeport Children
Girl Scout Campership Endowment
Sam M. and Pauline Golden Fund
Christian I. & Hilma A. Gravesen Memorial Fund
Greenwich Board of Education Fund
Anastasia P. and Peter S. Hardy Fund
Percy C.K. & Edna Morgan Harrison Fund
Hawley Memorial Trumbull Library Fund
Charles M. Herbert Barnum Festival
FUNDS Of THe fOuNDaTiON (cONTiNueD)
as i transitioned from running my financial firm to founding and running a nonprofit and focusing more time on nonprofit ventures, the Foundation was one of my most important supporters and advisors.
Foundation staff spent countless hours with us, discussing our operations and mission, introducing us to the key players in the sectors and towns where we work and providing matching funding for some of our programs.
much more important than the funding, however, was the partnership, expertise and the support provided. we would not be where we are without them.
to us, FCCF is partner, advisor, funder, cheerleader and friend — all rolled into one.
—Dan Levinson, WestportFundholder since 2011Founder, Green Village Initiative
“
”
The Udell Family Fund
Vacheron Family Fund
Venman & Co. LLC Fund
The Eric and Sasha Vincent Family Fund
Clarence C. Walker Fund
Fred & Joan Weisman Fund
Wellborn Family Fund
Wiehl Fund
Joanne Woodward Fund
The Zac and Amanda Zeitlin Family Fund
Marie and John Zimmermann Fund
Donor, Family & Corporate Advised Funds with Grant FocusAuxiliary of Park City Hospital Endowment Fund
Theodore H. and Margaret S. Beard Excellence in Teaching Award
Bluefish Foundation Fund
Bordman-Beardsley Fund
BRAD Fund
The Jessica Lee Brett Memorial Fund
The Bridgeport Education Reform Fund*
Bridgeport Public Housing Resident Support Fund
Banyan Tree Fund of the Leo & Ida Davidoff Family
Eye Care for the Underprivileged Fund
Food Bank of Fairfield County, Inc. Fund
Milton H. and Isabelle V. Friedberg Fund
Heidmar Fund
Higher Ground Fund
Lester Johnson Memorial Fund
Brenda H. Kaplan Music Fund
Kimball Cancer Cure Fund
Mathew Kosbob Memorial Fund
Ruth I. Krauss Fund Early Childhood Development
Ladysmith Fund for Women’s Health
The Steve Maxwell Fund for Teaching ESL
Millstone Farm Charitable Fund
John and Barbara O’Connor Education Fund
Olga Fund
Fund for Pete’s Sake
Lil and Julie Rosenberg Foundation Inc. Fund
Stephen J. and Madelyn M. Santa Environmental Fund
Jonathan M. Todd Accounting and Finance Higher Learning Fund
The Truglia Thumbelina Fund
Hilda Tooher-Corcoran Charitable Fund
Upton Family Child Care Fund
Florence and Bill Vermeulen Fund
Yankee Doodle Fund For Music
*Established in FY12
Field of Interest Funds
Your contribution to a Field of Interest fund is pooled with gifts from other like-minded contributors to collectively support your favorite Fairfield County cause or issue. You can give to any existing Field of Interest fund or establish a new fund. The Foundation makes grants in perpetuity to nonprofits that serve your field of interest.
Arts & CultureFund for Arts and Culture
Marian Anderson Award Fund
Bridgeport Arts, Entertainment and Recreation Fund
Charles Ettl Fund
Sarah Wheeler Frassinelli Arts Fund
Children, Youth & FamiliesBridgeport Energy Campership Fund
Bridgeport Energy South End Fund
Anna K. Dziuba and Eleanor K. Borcz Fund for Children
Fairfield County Fund for Children & Youth
Fairfield County Fund for Women and Girls
Fairfield County Woman-BF Goodrich Childcare Scholarship Fund
Mia S. Holthausen Fund
Edward Mck Holly Fund
Jean Gregory Richmond Fund
Ridgefield Community Foundation Fund for Youth
Ridgefield Youth Leadership Fund
Treasure Chest Fund
Westport Sunrise Rotary Young Voices Fund
Community Development, Urban AffairsAlvord Award Fund
Community Response Fund
Arthur and Gladys Lunin Humanitarian Award Fund
Janice Park Social Justice Fund
Stamcag Fund
Herbert B. West Award Fund
Community LeadershipFairfield County Community Leadership Fund*
Fund for Great Leadership
EducationFairfield County Fund for Academic Excellence
Fairfield County Fund for New Americans
Sandra Alpert Nathan Memorial Fund for Children with Learning Disabilities
Rabbi Harry Nelson Memorial Fund
Norwalk Fund for Excellence in Public Education
EnvironmentFairfield County Fund for the Environment
Health & Human ServicesFairfield County Fund for Health and Wellness
Interfaith Council Fund for Respite Care
Peter & Rose Levinsky Memorial Fund
Arthur and Gladys Lunin Fund
Stella Margaret McHenry Fund
Interfaith Council-Virginia Schroeder Fund
Sight Handicapped Fund
Louis and Ruth Sternbach Fund For People with Disabilities
Barbara J. Stockman Memorial Fund
Timothy Fund
Ginny Yurch Memorial Fund
Strengthening NonprofitsFairfield County Center for Nonprofit Excellence Fund
Financial Management Assistance Fund
3.6%of income donated
to charity by fairfield county
residents in 2011
faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT26 www.fccfOuNDaTiON.ORg 27
Seymour I. Hollander Fund
Invest in Fairfield County Fund**
Sanford D. Katz Fund
Robert G. & Jean D. Lee Fund
Byron S. Lindley Memorial Fund
Lord Fund
Arthur and Gladys Lunin Funds to benefit:
Ahlbin Center
American Cancer Society
American Health Assistance Foundation
American Joint Jewish Distribution Committee
American ORT
Anti Defamation League of B’Nai Brith
Arthritis Association
Heritage Institution of Ellis Island
HIAS
Jerusalem Foundation
Jewish Community Center
Jewish Federation of Greater Bridgeport
Juvenile Diabetes Foundation
Kennedy Center, Inc.
Kids in Crisis
Arthur and Gladys Lunin Youth Funds to benefit:
Congregation B’Nai Israel
Jewish Community Center
Stephen Lyman/Greenwich Workshop Wilderness Fund
Marjorie and Mabel Fund
Rocio Garces Martinez Fund
Robert and Sophia Mitchell Memorial Fund
William H. Moffitt, IV Cultural Arts Fund
Edward J. Morgan Fund
June & Rachel Muhs Fund
Leo Nevas Memorial Fund established by the Newman’s Own Foundation
Norwalk Senior Center Community Lunch Fund
Norman King & Laura Eales Parsells Fund
Phillips/Lansdale Fund
Elizabeth M. Pfriem Fund
Dr. Charles E. Reed Fund
Amy Louise Rich Memorial Fund
Kay and Ed See Fund
Jeff Shoup Memorial Fund
Theodore B. Smart Fund
Stratford Jaycees Community Fund
Weston Lacrosse Club-Paul Scheufele Endowment Fund
Thomas Berry Willson Memorial Fund
W.I.N-W.I.N Fund
*Established in FY12
**Includes contributions from funds established by Elizabeth Farman, Russell Frost III, Ralph Sheffer, and Ruth and Albert Sims and gifts from the Perrin Foundation, Edgar See and Constance Scanley
Organization Endowment Funds
A nonprofit can establish an Organization Endowment fund to create a stable financial future. The fund becomes part of the Foundation’s investment pool, and benefits from robust investment diversification and economies of scale.
The fund is stewarded for the long-term needs of the organization with oversight by the Foundation’s Investment Committee and Board of Directors. The Foundation handles all administrative responsibilities, freeing the organization to pursue its charitable mission.Alpha Community Service YMCA Fund
Anonymous
Barnum Festival Fund
The Beth El Cemetery Association Endowment Fund
Bridgeport Rotary Community Service Endowment Fund
Greater Bridgeport Symphony Endowment Fund
Camp Hi Rock Endowment Fund
The Jane Norgren CLC Fund for Children
Dr. Robert B. Cooper Fund
Council of Churches Community Endowment Fund
The Domus Fund
Pat Hart Scholarship Endowment Fund/Neighborhood Studios of Fairfield County Endowment Fund
Wilda Morgan Hayes Fund
George T. Hewlett Fund
Mercy Learning Center Fund
Norwalk Symphony Endowment Fund
Person to Person Reserve Fund
Person to Person Endowment Fund
Ridgefield Community Center Endowment Fund
Ridgefield Community Foundation Endowment Fund
School Volunteer Association of Bridgeport-Alan E. Gustafson Memorial
United Way Endowment Fund
United Way of Coastal Fairfield County Endowment Ettlinger Fund
VNA Corporations, Inc.-VNS of CT Hospice Free Support Fund
Y.M.C.A. Endowment Funds
Scholarship Funds
These funds support the educational advancement of students based on criteria of your choice. Scholarships often memorialize a loved one, or honor a special person or milestone.Maurice W. Anderson Memorial Scholarship Fund
Charlotte Aquino Nursing Scholarship Fund
Aspblom-Graham Nursing Scholarship Fund
Ernest J. Badillo Scholarship Fund
Elizabeth Bigelow Ballard Fund
Barquin-Bullard-Thompson ABCD Scholarship Fund
Nancy E. Barrelle Memorial Scholarship Fund
Arthur C. Bass Memorial Fund/Les Treize IV
Nancy J. Bassett Oncology Scholarship Fund
John P. Bassett Scholarship Fund
Florence Batchelder Scholarship Fund of Class of CHS ’31
Edward R. Bernstein Memorial Scholarship Fund
Bethany Congregational Church Scholarship
Richard P. Bodine, Sr. Scholarship
Walter Breslav, Jr. Scholarship Fund
Brooklawn Country Club Caddie Scholarship Fund
Robert W. Brown Scholarship Fund
Cecelia K. Burdett/V.N.S. of CT, Inc. Scholarship Fund
Wilson R. Burns Scholarship Fund
May Camp & Webster Upson Walker Scholarship Fund
Thomas E. Carroll Fund
Chiota Family Scholarship Fund
Christopher Chute Memorial Sportsman’s Award Fund
Raymond E. Clafin Memorial Scholarship Fund
Megan Cobbledick & Jason Kern Fund
The Paul Corwel Fund
Edward J. Crotty Scholarship Fund
Leona Bedient Crouchley and Charles D. Crouchley, Jr. Scholarship Fund
Mario D’Addario Scholarship Fund
Charles A. and Eleanor Naylor Dana Scholarship Fund
DeBlasio/Christopher Scholarship Fund
Richard DiSalvo Scholarship Fund
Pastor Shearon Dudley Memorial Scholarship Fund
Ulysses J. Dunne & Ulysses J. Dunne, Jr. Scholarship Fund
Edward A. Dworken Memorial Foundation, Inc.
Dworken Family Fund
Dr. Frank G. and Edith B. Elliott Scholarship Fund
Nicholas & Anne Nagy Fabian Scholarship Fund
Fairfield High School Scholarship Foundation
Joseph R. Farkas Sr., Engineering Scholarship Fund
Peter Fedorko Scholarship Fund*
Victor M. Ferrante, Sr. Memorial Fund
F.H.S. Class of ’41 Fund
The Marion and Joseph Fullin Scholarship Fund
St. Gabriel School Scholarship/Financial Aid Fund
Thomas J. Gardella Memorial Scholarship Fund
Phyllis S. Garrison Scholarship Fund
GBAF Scholarship Fund
June Goodman Scholarship Fund
Greater Bridgeport Bar Association Scholarship Fund
Peter Hanson Memorial Award for Humanity
Peter Hanson Social Justice Scholarship Fund
William L. Hawkins Scholarship Fund
Edward C. Hawley Scholarship Fund
Health Related Studies Scholarship
Housing Authority of the City of Bridgeport Scholarship Fund I
Housing Authority of the City of Bridgeport Scholarship Fund ll
I Have a Dream of Norwalk, Inc. Scholarship Fund
Olga and Dimitri Jankowich Fund
Eugene and Betty Jones Engineering Scholarship for Minorities
Kindergarten to College Collaboration Scholarship Fund
Edward R. Kasparek Memorial Fund
Agnes W. and Ernest W. Kaulbach Fund
Julia Keefe Scholarship Fund
Jeff Keith Scholarship Fund
The Andrew E. Lange Memorial Science Scholarship Fund
Mickey Lione Jr. Scholarship Fund
Mickey Lione Jr. Scholarship at Trinity Catholic High School Fund
Irving Loeb Kornblut Award
Dorothy Weitzner Kornblut Scholarship Fund
L’Ambiance Scholarship Fund
LA DANZA Scholarship Fund
Leonhardt Scholars Program Fund
Les Treize Scholarship Fund I
Les Treize Scholarship Fund II
Les Treize Scholarship Fund III
Bruce G. Lockhart Scholarship Fund
Arthur Lunin Learn A Trade Fund
Maccalla Family Trust Les Treize Fund
Bertram and Sally MacMannis Scholarship Fund
Margret McDonald and Lucy Blood Memorial Scholarship Fund
Ralph McIntosh, Sr. Memorial Scholarship Fund
Frank J. McKee Scholarship Fund
Meadow Ridge Scholarship Fund
Amanda Martin Meloy Career Choices Scholarship Fund
Charles J. Merritt, Jr. & Virginia B. Merritt Fund
Peg and Paul Mortell Scholarship Fund
Theodor Muller Scholarship Fund
Jack and Roselyn Goloff Nowitz Musical Scholarship Fund
Frederick W. Nowlan Fund
Helen F. Nowlan Trust Fund
Eliza Oliver Memorial Scholarship Fund
Oristano Foundation Fund
P.C.H. Medical Staff Scholarship Fund
E. Cortright & Nancy Phillips Scholarship Fund
Julia Peyton Phillips Scholarship Fund
Edward Pickerstein Memorial Scholarship Fund
Caesar Pina Fund
George E. Pipkin, Jr. Scholarship
Helen Redding Scholarship Fund
Marcy Sallick Scholarship Fund
Kay and Louis Samotus Scholarship
Marion Sanford Scholarship Fund
Richard K. Schmidt Aquarion Science Scholarship Fund
Schofield-Blauvelt Scholarship Fund
Sumner Simpson Scholarship Fund
William E. Smith Scholarship Fund
Sonneborn Scholarship Fund
Spanish Merchants Association Scholarship Fund
Ralph B.and Charlotte G. Sperry Fund
Stamford High School Class of 1951 Scholarship Fund
William E. Stratford Memorial Fund, Boys’ Club & Girls’ Club of Bridgeport, Inc
Margaret F. Taylor Scholarship Fund
Karen Telickey Scholarship Fund
J. Richard Tiano Memorial Scholarship Fund
James E. Tisdale Memorial Scholarship Fund
Jettie Tisdale Scholarship Fund
John T. and Violet Totilas Memorial Scholarship Fund
Ernest and Joan Trefz Scholarship Fund
Helen Varaljai Memorial Scholarship Fund
Leroy Vaughn Scholarship Fund
Lt. Robert W. Vogel, USN Memorial Scholarship Fund
Magnus Wahlstrom Leadership Award Fund
WHHS Class of 1948 Award Fund
William Wolper School and/or Community Service Award Fund
Emanuel Zimmer Scholarship Fund
*Established in FY12
58%of high net worth adults in the u.S.
gave their largest gifts to operating support
FUNDS Of THe fOuNDaTiON (cONTiNueD)
last year, you met Jessica Barragan, the 23rd student to receive a four-year magnus wahlstrom leadership award scholarship. Jessica was the Class of 2011 valedictorian at Stratford High School. Her mother raised her two children on her own, often working four jobs to support her family.
Jessica is now a sophomore at Cornell university. Here is her Spring 2012 update:
I have great news! I was admitted to the London School of Economics and Political Science Summer School! I will be traveling to London to take an anthropology class on Culture and Globalization, hopefully for my honors research. I am so excited.
I have more excellent news. As Chapter President of the Cornell Ivy Council—an organization that supports student affairs and philanthropy, and addresses issues across all eight Ivy-League universities—I was accepted to the prestigious Ivy-China Research Mentorship and Exchange program this summer. I will stay in Beijing and travel to other Chinese provinces for two weeks.
As one of 40 Ivy League delegates, I will be representing the United States as we work with China’s top students in addressing student concerns, and hopefully improving relations between America and China. In addition, we will be conducting research on ethnic minorities and social welfare.
I want to thank the Fairfield County Community Foundation for this financial support. My family and I would not have been able to pay for any expenses if it weren't for this generous scholarship. For that, I am very grateful. Thank you!
the annual magnus wahlstrom leadership award provides students from greater Bridgeport with four years of generous college assistance for tuition, room and board, textbooks and supplies.
the scholarship fund was established in 1990 to honor magnus wahlstrom, a founder of Bridgeport machines, inc. mr. wahlstrom left his native Sweden in 1923, settled in Bridgeport, and achieved success by inventing a high-speed drilling machine and co-founding Bridgeport machines, inc.
Greetings from Jessica Barragan, Sophomore at cornell university
faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT28 www.fccfOuNDaTiON.ORg 29
DISCRETIONARY GRANTS$2.09 MILLION IN GRANTS fROm DiScReTiONaRY & fielD Of iNTeReST fuNDS■education and Youth Development $ 569,000■economic Opportunity $ 465,000■fund for women and girls $ 409,000■Health and Human Services $ 261,000■arts and culture $ 189,000 ■environment $ 99,000 ■Strengthening Nonprofits $ 98,000
How Discretionary Grants are Awardedgrants are awarded through a competitive process. nonprofits working in our priority areas are invited to submit a letter of inquiry. letters are reviewed, and we follow up to learn more about the proposed project. when the project fits our grantmaking priorities, we ask for a full proposal. each proposal is reviewed by our program Committees. grant application guidelines are posted on www.fccfoundation.org.We gratefully acknowledge the generous grant from the Frederick H. Leonhardt Fund in the New York Community Trust, which significantly enhances our discretionary grantmaking. We are indebted to the generous support of Anne S. Leonhardt.
When you give to a discretionary fund, your gift goes to where it is most needed within Fairfield County.
We focus grants from discretionary funds on six priority areas that affect the quality of life throughout Fairfield County: Economic Opportunity, Education and Youth Development, Health and Human Services, Arts and Culture, the Environment, and Strengthening Local Nonprofits.
Many compassionate people include a gift to our discretionary funds as a part of their total charitable giving. Some leave a gift in their will or estate plan. You can contribute cash, securities, a retirement account, life insurance or other assets. Please see page 25 for a complete list of discretionary funds.
The following grants from discretionary funds were awarded in fiscal 2012, thanks to visionary people like you.
Education and Youth DevelopmentTotal: $569,000Grant goals include reducing the achievement gap between low-income and upper-income children, and improving the quality and affordability of after-school and youth development programs.
Grants for operating support:Danbury Children First, Danbury . . . . . . . . . . . . . . . $15,000 Norwalk Education Foundation, Norwalk . . . . . . . . . $15,000 Stamford Public Education Foundation, Stamford . . . $25,000
Bridgeport Child Advocacy Coalition, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $30,000To support civic engagement training
Boys & Girls Club of Stamford, Stamford . . . . . . . . . . . . . . . . . . . . . . . . . $15,000 To support the Summer Fun Camp Program
Bridgeport YMCA, Bridgeport . . . . . . . . . $11,057 To support the summer program
Cardinal Shehan Center, Bridgeport . . . . . $15,000 To support the summer program
Community Centers, Inc., Greenwich . . . . $15,000 To support the summer program
Connecticut Center for School Change,Hartford . . . . . . . . . . . . . . . . . . . . . . . . . $27,000 To support the planning, execution and evaluation of coaching school principals in Fairfield County
Council of Churches of Greater Bridgeport, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . . $3,900 To support the Summer 2012 Camp Program
Creative Youth Productions, c/o RYASAP, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $10,000 To support the Summer Repertory Theater Program
Greenwich Scholarship Association
For scholarships available to Greenwich students, the Foundation works with the Greenwich Scholarship Association. Volunteers gather, review and process applications, then award scholarships to graduating students in Greenwich. The GSA selects recipients for scholarships from these funds:Jane C. Bausman Memorial Fund
Justin Scott Brown Memorial Fund
Susannah Chase Memorial Fund
Tod Clonan Scholarship Fund
Michael Jon Greenberg Memorial Fund
Dr. & Mrs. William Hennigar Scholarship Fund
Hopetown Scholarship Fund
Charles W. Jensen, III, DMD Memorial Fund
Allan Kitchel Jr. Memorial Fund
Lyman/Reynolds Fund
Elizabeth Matthews Memorial Scholarship Fund
Nancy J. Michaud Fund
Martha Moxley Memorial Scholarship Fund
Wataru John Narita Memorial Fund
Osgood Lichty Scholarship Fund
Sunny Hill Children’s Center Fund
Charlton Trust
Matthew Yee Scholarship Fund
Michelle Yee Memorial Scholarship Fund
Greenwich Scholarship Association Board of DirectorsEryn Ament Bingle
Anne Bourne
Judy Chapman
Allison Coleman
William Dylewsky
Lee Fletcher
Terri Haidinger
Marie J. Hertzig
Barbara Hindman
Catherine Holden
Rob Janelli
Allan Jay
Diane Keleher
Cindy Lindemeyer
Jennifer Lynch
Linda Miller
Jennifer D. Port
Ann Robb
Scholarship Review Committees
Hundreds of students throughout Fairfield County apply for college scholarships held at the Fairfield County Community Foundation. Every application is reviewed, scored and discussed by members of scholarship committees. The Foundation appreciates the work of these generous volunteers:
Greater Bridgeport Area Scholarship CommitteeCarrie Allen
Joan Cummings
Stella Dennis
Kimberly Tenn Ford
Kate Kelly, MSW
Beth McDonald
Doris Schwarz
Sue Thommen
Patricia White
Edna Wilson, Ed.D.
Barbara Young
Meadow Ridge Scholarship CommitteeIna Atkinson
Judith Hamer, Ph.D.
William Hauck
Anne Jacques
Dorothy Ann Malin
Les Treize Scholarship CommitteeElene Crosby
Mildred Flowers
Rev. Carolyn M. Rogers
Eunice Sanderlin
Deborah Tisdale
Karen Turman
Sheila Watts
Dorothy Woodson
Roshelly Woodson
UNICO Bridgeport Chapter Scholarship CommitteeGeorge Abate
Angela Baril
Anthony Luongo
Joseph Vincenzi
Perry Vincenzi
$694thousand in scholarships
awarded from 145 funds at fccf
FUNDS Of THe fOuNDaTiON (cONTiNueD)
in 1947, eight years before the civil rights movement, 13 black women set out to improve the lives of Bridgeport youth. they named themselves "Les Treize Negro Business and Professional Women's Club" and pooled their money to start a scholarship fund for black youth. their first scholarships were $100. Sixty-five years later, the les treize scholarship endowment approaches $800,000, and more than $450,000 in scholarships have helped 416 students attend college.
5%
27% 19% 12% 10% 5%22%
Grants from all funds of the Foundation are posted on www.fccfoundation.org.
faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT30 www.fccfOuNDaTiON.ORg 31
Danbury Public Schools Family Literacy Center, c/o Danbury Children First, Danbury . . . . $15,000 To support the kindergarten enrichment programs
Danbury Youth Services, Danbury . . . . . . $20,000 To support the youth development programs
Educators for Excellence, Bridgeport . . . . $25,000 To support outreach to and engagement of public school teachers
George Washington Carver Center, Norwalk . . . . . . . . . . . . . . . . . . . . . . . . . $23,000 To support the Summer Enrichment Program
Grantmakers for Education, Portland. . . . . $1,000 To support the mission of this affinity organization for foundations focused on education
Family & Children’s Agency, Norwalk . . . $15,000 To support the summer program for middle school youth
The Kennedy Center, Bridgeport. . . . . . . . $22,000 To support summer camps for children with special needs
Lakewood Trumbull YMCA, Bridgeport. . . . $5,000 To support the summer camp
National Institute for Out Of School Time, Wellesley. . . . . . . . . . . . . . . . . . . . . . . . . . $1,900 To support the attendance of a team from the Norwalk Collaboration for Youth Success at the NIOST 2012 Summer Seminar
National Summer Learning Association, Baltimore. . . . . . . . . . . . . . . . . . . . . . . . . . $2,090To support the June 2012 FCCF Summer Learning Training for Fairfield County summer learning programs
Norwalk Collaborative for Youth Success, c/o Norwalk Children’s Foundation, Norwalk . . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To implement a strategic plan for a citywide out-of-school time system in Norwalk
Norwalk Housing Foundation, Norwalk . . . . . . . . . . . . . . . . . . . . . . . . . . $9,094 To support Bridge to College, a college access and success program for middle school students
Norwalk Public Schools, c/o Norwalk Education Foundation, Norwalk . . . . . . . . . . . . . . . $25,000 To support district assessment and planning to prepare for the transition to Common Core State Standards
Person To Person, Darien . . . . . . . . . . . . . . $2,590 To support the Domus summer camp program in Stamford
Ralphola Taylor Community Center, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $18,000 To support the Safe Space Program, providing life skills and violence prevention training for youth
Regional YMCA of Western Connecticut, Danbury . . . . . . . . . . . . . . . . . . . . . . . . . $20,000 To support the summer camp
Regional Youth and Adult Social Action Partnership (RYASAP), Bridgeport . . . . . . . . . . . . . . . . $30,000 To support civic leadership development programs for parents and teens
Regional Youth and Adult Social Action Partnership (RYASAP), Bridgeport . . . . . . . . . . . . . . . . $25,000 To support merger costs related to absorbing the programs and operations of the Dispute Settlement Center
Sterling House, Stratford . . . . . . . . . . . . . $12,000To support the Youth Program Assistance Fund, providing tuition assistance
Student Conservation Association, Regional . . . . . . . . . . . . . . . . . . . . . . . . . $15,000 To support the Fairfield County 2012 Summer Program
SoundWaters, Stamford. . . . . . . . . . . . . . $20,000 To support the Coastal Science Program in Bridgeport
Whether laid off, entering the workforce after a divorce or taking over as the family breadwinner, many women require workplace training to prepare them for new or better jobs. The Corporate Edge program at The Bridge to Independence and Career Opportunities (TBICO) in Danbury focuses on the advanced office skills and technology training women need to be competitive in today’s workforce.
DISCRETIONARY GRANTS (cONTiNueD)
Stamford YMCA, Stamford. . . . . . . . . . . . $10,000 To support the after school program for middle school students
Today’s Students Tomorrow’s Teachers, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $30,000 To support their work with Bridgeport high school students to develop a pipeline of teachers of color committed to working in urban public school districts
Wakeman Boys & Girls Club, Bridgeport & Fairfield . . . . . . . . . . . . . . . $15,000 To support after school programs at McKinley School in Fairfield and Smilow-Burroughs Clubhouse in Bridgeport
Economic OpportunityTotal: $465,000Goals for these grants include increasing and preserving affordable housing, providing job skills training, and helping immigrants learn English.
Bridgeport Neighborhood Trust, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $15,000To support the Homeownership Counseling Program
Bridgeport Regional Business Council, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . $25,000To support the Center for Sustainable Business Growth
Connecticut Coalition to End Homelessness, Stamford/Greenwich . . . . . . . . . . . . . . . . $25,000 To support staffing to implement the Stamford/Greenwich Continuum of Care’s Ten Year Plan to End Homelessness
Connecticut Sponsoring Committee, Inc., (CONECT), Regional . . . . . . . . . . . . . . . . . $25,000 To support leadership development, training and capacity building for this grassroots advocacy organization
Family ReEntry, Bridgeport . . . . . . . . . . . $10,000 To support Fresh Start Community Re-Entry Program, serving men returning to the Bridgeport community from state prison by quickly moving them from training into employment
FSW, Bridgeport. . . . . . . . . . . . . . . . . . . . $30,000 To support the Financial Education Program
Local Initiatives Support Corporation, Regional . . . . . . . . . . . . . . . . . . . . . . . . . $10,000To support the creation of a Fairfield County Affordable Housing Network
Local Initiatives Support Corporation, Regional . . . . . . . . . . . . . . . . . . . . . . . . $200,000 To provide a leadership grant for Year 7 of the Fairfield County Collaborative Fund for Affordable Housing
Neighbors Link, Stamford . . . . . . . . . . . . $25,000 To award a challenge grant for the Immigrant Outreach and Education program
Norwalk Senior Center, Norwalk. . . . . . . . $5,300 To support the Senior Housing Assistance Fund
One Region Fund, c/o New York Community Trust, Regional . . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To support the Foundation’s participation in the One Region Funders’ Collaborative, which advances smart growth and equitable transit-oriented development in the tri-state region
Operation Hope, Fairfield . . . . . . . . . . . . $20,000 To support strategic planning with the Nonprofit Finance Fund
TBICO, Greater Danbury . . . . . . . . . . . . . $25,000 To support the Corporate Edge Program, providing job skills training to low-income women
Women’s Business Development Council (WBDC), Regional . . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To provide general operating support
Ready… Set… Go! Mixing fun with focused tutoring, help with homework and more, every activity is a learning experience during the after-school program at the Wakeman Boys & Girls Club’s Smilow-Burroughs Clubhouse in Bridgeport. For families living in the city’s West End, which lacked adequate after-school offerings, this new facility – opened in 2011 – offers high quality, affordable, after-school programs close to home.
$60Kwhat a single parent with 2 young children needs to just get by in
fairfield county
8 to 1wilton-to-Bridgeport
10th graders who tested at/above goal in math,
Science, Reading
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Fairfield County Community Foundation’s Fund for Women and Girls Total: $409,000Grant goals include helping low- and mid-income women supporting dependents achieve economic security, and helping girls acquire the skills and confidence to overcome obstacles, create positive change in their lives and become leaders. This Field of Interest Fund also supports advocacy for wage equality and policy representation.
Cardinal Shehan Center, Bridgeport . . . . . $10,000To support Girlz Zone, a safe and cheerful location to discuss bullying, self-esteem, hygiene, and internet safety
Center for Women and Families of Eastern Fairfield County, Greater Bridgeport . . . . . . . . . . . . $6,760To support Girl Talk for girls who have been victims of, or exposed to, domestic, dating or sexual violence
Domus Foundation, Stamford . . . . . . . . . $10,000To support Girls Circle, where middle and high school girls learn how to resolve conflicts, improve social skills and constructively address adults
Family & Children’s Agency, Norwalk . . . $20,000To support Girls Challenge after-school program for middle school girls who need extra guidance
Girl Scouts of Connecticut, Fairfield County . . . . . . . . . . . . . . . . . . . . . $5,000To support Girlz R.U.L.E.® (Respect, Understand, Lead, Empower), an anti-bullying program for girls in grades 2-8
Girls Inc. of Southwestern Connecticut, Stamford . . . . . . . . . . . . . . . . . . . . . . . . . $10,000To support Media and Me and Media Smarts, after-school programs helping girls ages 6-11 cope with external influences
Family Economic Security Program, Norwalk Community College Foundation, Regional . . . . . . . . . . . . . . . . . . . . . . . . $272,000To fund the Family Economic Security Program, helping low- and mid-wage Norwalk Community College students supporting dependents achieve economic security
Ms. Foundation for Women, New York, NY . . . . . . . . . . . . . . . . . . . . . $10,000To provide general operating support
Norwalk Community College Foundation, Regional . . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To support career development workshops and services for NCC students, including Family Economic Security Program participants. Grant made possible by Bank of America Foundation
Regional Youth and Adult Social Action Partnership (RYASAP), Greater Bridgeport . . . . . . . . . $20,000To support Finding Her Voice peer coaching for Greater Bridgeport young women from 10 area high schools
YWCA of Greenwich, Greenwich . . . . . . . $20,000To support Y-Net, a dating violence prevention, leadership and advocacy program led by Greenwich High School students
Health & Human ServicesTotal: $261,000Goals for these grants include supporting medical, dental and mental health care for uninsured and underinsured adults and families, and improving the quality of life for residents with disabilities.
Grants for operating support:Aging in Place + Gallivant, Darien . . . . . . . . . . . . . . $10,000 Stay At Home Wilton, Wilton . . . . . . . . . . . . . . . . . . $10,000 Women’s Center of Greater Danbury, Greater Danbury . . . . . . . . . . . . . . . . . . . . . . . . . $25,000
Ability Beyond Disability, Greater Danbury . . . . . . . . . . . . . . . . . . . $10,000To support the adult day program for individuals with disabilities
Always Reaching for Independence, Stamford . . . . . . . . . . . . . . . . . . . . . . . . . . $9,000To provide respite care grants to approximately 15 families
Child Guidance Center of Mid-Fairfield County, Greater Norwalk. . . . . . . . . . . . . . . . . . . $20,000 To support continued staffing of Norwalk Child FIRST
DISCRETIONARY GRANTS (cONTiNueD)
Connecticut Institute for Communities, Danbury . . . . . . . . . . . . . . . . . . . . . . . . . $20,000To underwrite the purchase of equipment and other start-up costs associated with implementing a dental program at CIFC’s new Head Start facility
Family Centers, Stamford. . . . . . . . . . . . . $20,000 To support the Young Parents’ Program at Westhill and Stamford High Schools
Helen Keller International, Bridgeport . . . $10,000 To support the ChildSight Program
Interlude, Greater Danbury . . . . . . . . . . . . $9,550 To support strategic planning consultation
Kennedy Center, Greater Bridgeport . . . . $10,000To support the Alzheimer’s Program for adults with Down’s Syndrome
Kids in Crisis, Greenwich . . . . . . . . . . . . . $10,000 To support the Safe Haven for Kids program
Newtown Youth and Family Services, Newtown . . . . . . . . . . . . . . . . . . . . . . . . $14,000 To support sliding scale fee subsidies for the Behavioral Health Program for youth
Pet Animal Welfare Society of Connecticut (PAWS), Regional . . . . . . . . . . . . . . . . . . . . . . . . . . $5,000 To acquire, install and underwrite financial management software training
Person to Person, Darien/Stamford . . . . . . $2,370 To cover a portion of consultation costs associated with strategic planning
Positive Directions, Westport . . . . . . . . . . . $5,000 To acquire and install integrated claims processing and scheduling software
Shelter for the Homeless, Stamford . . . . . $15,000 To re-brand and market the organization’s expanded mission, now dedicated to ending homelessness through developing and managing new supportive housing
St. Vincent’s Medical Center Foundation, Greater Bridgeport . . . . . . . . . . . . . . . . . $15,000 To support The Hope Dispensary of Greater Bridgeport, providing free medications to treat heart disease, respiratory diseases, diabetes, and mental illness
Southwestern Connecticut Area Agency on Aging, Regional . . . . . . . . . . . . . . . . . . . . . . . . . $16,000 To support developing a Coastal Fairfield County Care Transition Project in collaboration with Stamford Hospital, Norwalk Hospital, and St. Vincent’s Medical Center
Visiting Nurse Services of Connecticut, Greater Bridgeport . . . . . . . . . . . . . . . . . $25,000 To support the Medically Underserved Program, providing subsidized and uncompensated home health and hospice care for low-income seniors and disabled individuals in Greater Bridgeport
Family Centers’ Young Parents Program helps Stamford pregnant teens and young mothers transition into parenthood. The young women stay in high school as they receive prenatal and parenting education, and clinicians help them set vocational goals. Fathers are encouraged to participate. Groups meet weekly in several Stamford schools, and home visits are also available.
theresa is one of 33 students in our Fund for women and girls’ Family economic Security program who has graduated from norwalk Community College (nCC).
we partnered with nCC and the nCC Foundation in this pilot program to help 100 low-income, working single parents acquire life skills and earn college degrees to move up to family-sustaining jobs.
last year, 80 students supporting 185 children participated in the Family economic Security program.
thanks to supporters like you, 57% have improved credit scores and 40% have improved income-to-expense ratio. they earned cumulative grade point averages, on average, of 3.0 or better.
as of June 2012, 45 attended nCC, 33 had graduated from nCC, and 17 are enrolled at a four-year college.
Because of this program, norwalk Community College has adjusted and expanded services for enrolled students who are working parents —approximately 600 students a year.
once an independent evaluation of the Family economic Security program is completed, we will explore partnering with other Connecticut community colleges to model similar programs.
philanthropic investment: $5,000 per student per year. this includes financial assistance, career and academic counseling, financial counseling, and nCC staffing costs for the Family economic Security program.
in return, participating single parents and their children achieve greater stability, confidence, and a road-map to economic security.
Fund for Women and Girls' family economic Security program Success Stories
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Shakespeare on the Sound, Norwalk/Greenwich . . . . . . . . . . . . . . . . . $5,000 To underwrite the 2012 summer production and connected education programming
WSHU Public Radio Group, Sacred Heart University . . . . . . . . . . . . . . $10,000 To support a Fairfield County news reporter for their local news initiative
Discovery Museum and Planetarium, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $25,000 To award a challenge grant to support the new Development Director position
Silvermine Arts Center, New Canaan . . . . $15,000 To support the re-instatement of the Outreach Education Director position
The Klein, Bridgeport . . . . . . . . . . . . . . . . $20,000 To support capacity building assistance for the Board of Directors
Westport Arts Center, Westport . . . . . . . . . $2,700 To purchase new hardware, updated software and back-up systems and training to enhance financial management reporting
Arts & CultureTotal: $189,000Grant goals include increasing the sustainability of arts organizations and helping local arts organizations collaborate and offer arts education.
Grants for operating support:Cultural Alliance of Fairfield County, Regional . . . . . $21,000 Fairfield Museum and History Center, Fairfield . . . . . $20,000 Fairfield Theatre Company, Fairfield . . . . . . . . . . . . . $20,000
Center for Contemporary Printmaking, Norwalk . . . . . . . . . . . . . . . . . . . . . . . . . $15,000 To underwrite 15 printmaking workshops for up to 60 Norwalk students
Backcountry Jazz, Greenwich . . . . . . . . . $10,000 To support the 2012 Summer Music Camp for Bridgeport Public School students
Connecticut Free Shakespeare, Bridgeport . . . . . . . . . . . . . . . . . . . . . . . . $10,000 To support free outdoor Shakespeare in downtown Bridgeport
Curtain Call, Stamford . . . . . . . . . . . . . . . $10,000 To support Shakespeare on the Green and also to support the Summer 2012 Youth Theater Program
Greenwich Historical Society, Greenwich. . . . . . . . . . . . . . . . . . . . . . . . . $5,000 To support the Museum- School Partnership with Hamilton Avenue School
DISCRETIONARY GRANTS (cONTiNueD)
EnvironmentTotal: $99,000Goals of grants include improving the health of Long Island Sound and its watershed, increasing green space in urban settings, and promoting smart growth initiatives.
Ash Creek Conservation Association, Bridgeport/Fairfield. . . . . . . . . . . . . . . . . . $5,000 To support the development of a conservation plan for the Ash Creek area
Audubon Connecticut, Stamford. . . . . . . . $20,000 To support the Audubon At Home School Yard Recognition environmental education program in the Stamford Public Schools
Downtown Special Services District, Stamford . . . . . . . . . . . . . . . . . . . . . . . . . . $3,900 To support installation of new planters in downtown Stamford
EarthPlace, Westport . . . . . . . . . . . . . . . . . $5,000 To support consultation on executive transition planning and strategic planning
EarthPlace, Westport . . . . . . . . . . . . . . . . $10,000 To support the Harbor Watch/River Watch environmental education program
Mill River Collaborative, Stamford . . . . . . $20,000 To provide general operating support
Trust for Public Land, Bridgeport . . . . . . . $35,000 To support a feasibility study on implementation of the City of Bridgeport’s Parks Master Plan
An island of green in downtown Stamford, Mill River Park provides more than a scenic riverside walk and community playground. Rain gardens installed throughout the park capture storm runoff from city streets and filter the contaminated water through layers of native plants, gravel and sand. The result: cleaner water entering the river and Long Island Sound, and an explosion of color from plants that flourish from the extra water.
Strengthening Local Nonprofits Total: $98,000 Grant goals include increasing the efficiency and sustainability of Fairfield County nonprofits.
CF Leads, Kansas City . . . . . . . . . . . . . . . . $1,000 To support its mission
Connecticut Association of Nonprofits . . . $20,000 To provide 12 capacity building workshops for staff, volunteers and board members of Fairfield County nonprofits in partnership with the FCCF Center for Nonprofit Excellence
Council on Foundations, Washington, D.C. . . . . . . . . . . . . . . . . . . .$11,550 To support its mission
Connecticut Council for Philanthropy, Hartford . . . . . . . . . . . . . . . . . . . . . . . . . . $7,260 To support its mission
Connecticut Council for Philanthropy, Hartford . . . . . . . . . . . . . . . . . . . . . . . . . $10,300 To support the Connecticut Community Foundations Network’s Public Policy and Advocacy Initiative
Grantmakers for Children, Youth and Families, Washington, D.C. . . . . . . . . . . . . . . . . . . . $1,000 To support its mission
Grantmakers for Effective Organizations, Washington, D.C. . . . . . . . . . . . . . . . . . . . .$1,150 To support its mission
Hispanics in Philanthropy, Regional . . . . . $20,000 To support the Connecticut site of the Collaborative for Strong Latino Communities
Leadership Development Roundtable, Regional c/o Partnership for Strong Communities . . . . . $9,500 To support the 2012 Leadership Development Roundtable Program for aspiring nonprofit executive directors in Fairfield County
Pro Bono Partnership, Regional . . . . . . . . $15,000To provide general operating support
University of Connecticut . . . . . . . . . . . . . . .$1,189 To support partial scholarships for two Fairfield County executive directors attending the Executive Directors Retreat
Each of these discretionary grants was made possible by visionary, compassionate individuals and families who made a gift to the Foundation. Thank you.
Children who receive instruction in the arts make strides in academic achievement and social development. An after-school partnership between the Center for Contemporary Printmaking in Norwalk and the Carver Foundation of Norwalk helps students experiment with design and technique, and enriches their education with art experiences not offered in the schools.
60%of adults believe the arts
make a community more attractive
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GOVERNANCEaND cOmmiTTeeSBoard of DirectorsSheila A. Perrin, North Salem, NY, Chair
Bernicestine M. Bailey, Westport
Edgar W. Barksdale Jr., Darien
John P. Chiota, Trumbull
Vicki Craver, Riverside
Abelardo S. Curdumi, Old Greenwich
Amy C. Downer, Stamford
Mary-Jane Foster, Bridgeport
W. Michael Funck, Riverside
Robert C. Graham Jr., Stamford
James A. Himes, Cos Cob
Bruce A. Hubler, Bridgeport
Allan V. Jay III, Old Greenwich
Gary A. Kraut,Greenwich
Janet L. Lebovitz, New Canaan
Martin L. McCann, Trumbull
Lizanne C. Megrue, Norwalk
Jonathan Moffly, Weston
Peter T. Mott, Fairfield
Ronald B. Noren, Easton
M. Suzette Recinos, Norwalk
Eileen L. Swerdlick, Stamford
Katharine H. Welling, Wilton
Linda F. Whitton, Wilton
Steven A. Wolff, Fairfield
Emeritus DirectorsEdwin A. Bescherer Jr., Wilton
Wilmot L. Harris Jr., Greenwich
Edward E. Harrison, Aventura, FL
Harold Howe Jr., South Kent
Ann S. Mandel, Darien
Janice Park, Bridgeport
Officers and Executive CommitteeSheila A. Perrin, Chair
Vicki Craver, Vice-Chair
Ronald B. Noren, Treasurer
Edgar W. Barksdale Jr.
John P. Chiota, Secretary
Mary-Jane Foster
Lizanne Megrue
Katharine Welling
Linda F. Whitton
Arts and Culture CommitteeSteven A. Wolff, Chair
Elizabeth Fath
Karen F. Royce
Vivien White
Eileen Wiseman
Audit CommitteeJohn P. Chiota, Chair
Edwin A. Bescherer Jr.
Ralph L. DePanfilis, CPA
Martin L. McCann, Esq.
Center for Nonprofit Excellence Advisory CommitteeEileen L. Swerdlick, Chair
Marti Etter
Kiki Karpen
Ceci Maher
Phillip McKain
Robert Neiman
Sherry Perlstein
Novelette Peterkin
Julie Schmitter
Maurice Segall
Elizabeth Torres
Development and Communications CommitteeKatharine H. Welling, Chair
W. Michael Funck
Bruce A. Hubler
Economic Opportunity/Health and Human Services CommitteeMary-Jane Foster, Chair
Bruce A. Hubler
Gary A. Kraut
Joseph J. McGee
Ed Rodriguez
Ileana Velazquez
Board members (L-R), Front: Sheila Perrin, Ron Noren, Jackie Millan*, Ed Barksdale, Eileen Swerdlick, Gary Kraut, Bernicestine Bailey, Bruce Hubler, Mike Funck
Rear: Katharine Welling, John Chiota, Mary-Jane Foster, Maureen Linder*, Janet Lebovitz, Suzette Recinos, John Freeman*, Lizanne Megrue, Abelardo Curdumi, Jim Himes, Amy Downer, Jonathan Moffly, Vicki Craver
Not pictured: Robert Graham, Allan Jay, La Tanya Langley*, Martin McCann, Peter Mott, Linda Whitton, Steven Wolff
*Joined board in FY13
Fund for Women and GirlsSteering CommitteeVicki Craver, Co-Chair
Amy Downer, Co-Chair
Courtnay Arpano, Co-Chair, Luncheon Committee
Janet Lebovitz, Co-Chair, Luncheon Committee
Mary Lee Kiernan
Lindsay Ormsby
Lindsay Reimers
Katharine Welling
Kyle Wilcox
Program CommitteeLindsay Ormsby, Co-Chair
Kyle Wilcox, Co-Chair
Cheri Amado
Patricia T. Brown
Cordy Gould Kelly
Barbara Morris
Kate Osman
Eileen Rice
Anissa Shannon
Nancy Simpkins
Luncheon CommitteeCourtnay Arpano
Kaye E. Barker
Joan Barksdale
Mary Brock
Patricia Brown
Marianne Buchanan
David Craver
Vicki Craver
Andrea Cross
Amy Chan Downer
Betsy Fink
Mary-Jane Foster
Mika W. Frechette
Frosty Friedman
Marty Gilbert
Elisabeth Golden
Andrea Immelt
Cordy Kelly
Mary Lee Kiernan
Janet Lebovitz
Ann S. Mandel
Sue Mandel
Linda McMahon
Lizanne C. Megrue
Virginia Meyer
Barbara Morris
Barbara Murphy
Jill Olson
Lindsay Ormsby
Cathleen Leather Ostuw
Lynne Pasculano
Sheila Perrin
Patricia Phillips
Marianne Pollak
Lindsay Reimers
Eileen Rice
Lauren Roth
Katherine Sachs
Anissa Shannon
Jeanie Shaw
Nancy Simpkins
Sally Stone
Charlotte Suhler
Mary S. Waldron
Joan M. Warburg
Katharine Welling
Linda F. Whitton
Kyle Wilcox
Jane S. Williams
Louise Whitton York
Advisory CouncilVicki Craver, Co-Chair
Amy Downer, Co-Chair
Lucy Ball
Kaye E. Barker
Edgar W. Barksdale Jr.
Nancy C. Brown
Andrea K. Cross
Mary-Jane Foster
Mika W. Frechette
Frosty Friedman
Marty Gilbert
Elisabeth Golden
Tracy T. Goodnow
Julie Graham
Wilmot Harris Jr.
Sally Lawrence
Anne S. Leonhardt
Barbara Leonhardt
Ann S. Mandel
Sue Mandel
Lizanne Megrue
Virginia Meyer
Jody Osborn
Lynne Pasculano
Sheila Perrin
Marianne Pollak
Katherine Sachs
Ann Sheffer
Sally Stone
Charlotte T. Suhler
Ellen P. Tower
Peggy Van Munching
Mary Waldron
FWG Honorary MembersKatharine Mountcastle
Joan M. Warburg
Top to bottom, left to right:
(L-R) Juanita T. James, FCCF president and CEO; Courtnay Arpano, luncheon co-chair; Suzanne Peters, director of the FW&G; Janet Lebovitz, luncheon co-chair; Anne S. Leonhardt, honoree; Vicki Craver and Amy Downer, FW&G co-chairs; keynote speaker Anika Rahman, president and CEO, Ms. Foundation for Women
Anne S. Leonhardt and Joan M. Warburg were honored for generously supporting the Fund since it was established.
Unilever’s Global Design Center in Trumbull donated personal care products for tote bag table centerpieces, which were donated to four shelters serving women and families.
Education and Youth Development CommitteeLinda F. Whitton, Chair
Cecilie Jedlicka
Laurie McTeague
Lindsay Reimers
Eileen L. Swerdlick
Environment CommitteeRobert C. Graham Jr., Chair
Christine Cook
Ann Elliman
Christine Lodewick
Governance CommitteeLizanne C. Megrue, Chair
Bernicestine M. Bailey
Vicki Craver
Robert C. Graham Jr.
Bruce A. Hubler
Steven A. Wolff
Investment CommitteeEdgar W. Barksdale Jr., Chair
Edwin A. Bescherer Jr.
Christopher D. Brown
Amy J. Gillis
Charles W.K. Haberstroh
Allan V. Jay III, CFP
William R. Knobloch
Gary A. Kraut
Dr. Arnold D. Pearlstone
James D. Seymour
David J. Sullivan III
John A. Vaccaro
Legal CommitteePeter T. Mott, Esq., Chair
Wilmot L. Harris Jr., Esq.
Barry C. Hawkins, Esq.
Highlights from the 13th annual luncheon for the fund for women and girls
faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT38 www.fccfOuNDaTiON.ORg 39
ADVISORY cOuNcil aNDPROFESSIONAL ADVISORS cOuNcil
The Advisory Council helps the Foundation accomplish its mission to promote philanthropy to build and sustain a vital and prosperous community where all enjoy opportunities to lead fulfilling, productive lives. Members live and work in cities and towns throughout the county, and have been selected for their community knowledge and strong interest in our mission.
W. Michael Funck, Chair, Riverside
Thomas C. Appleby, Norwalk
Lucy Ball, Darien
Kaye E. Barker, Darien
Nancy C. Brown, Greenwich
Michael J. Critelli, Darien
B. Cort Delany, Greenwich
Jeff F. Erdmann III, Greenwich
Jesse Fink, Wilton
Wilmot L. Harris Jr., Greenwich
Barry C. Hawkins, Bridgeport
Per Heidenreich, Greenwich
Mickey Herbert, Fairfield
Peter Hurst, Stratford
Thomas D. Lenci Jr., Bridgeport
Peter Malkin, Greenwich
Ann S. Mandel, Darien
Susan Mandel, Greenwich
Peter McSpadden, Riverside
Jonathan Moffly, Weston
Robert Neiman, Stamford
Daniel K. Roberts, Stamford
Ed Rodriguez, Stratford
Gene J. Rubino, Stamford
Everett M. Schenk, Stamford
Charlotte T. Suhler, Darien
John A. Vaccaro, Weston
Thomas E. Vacheron, Fairfield
Our Professional Advisors Council is a voluntary group of legal and financial professionals. These members help their clients engage in smart philanthropy, and assist the Foundation with their expertise, guidance and referrals.
Peter T. Mott, Esq., Chair Brody Wilkinson PC
David F. Ball UBS Financial Services, Inc.
Laura Weintraub Beck, Esq. Cummings & Lockwood LLC
Deborah S. Breck, Esq. Pullman & Comley, LLC
Catherine M. Brennan, Esq. Catherine M. Brennan Attorney at Law LLC
Paul H. Burnham, Esq. Gregory and Adams, P.C.
Michael Cacace, Esq. Cacace, Tusch & Santagata
Edward J. Capasse, Esq. Nevas, Nevas, Capasse & Gerard, LLC
Daniel L. Daniels, Esq. Wiggin and Dana LLP
Amy L.Y. Day, Esq. Day & Levy, LLC
John J. Ferguson, Esq. Ferguson Cohen, LLP
Carolina B. Fernandez Source Capital Group
Richard S. Fisher, Esq. Nemchek & Poeschl
Richard B. Freeman, CFP Round Table Services LLC
W. Michael Funck National Foundation for Teaching Entrepreneurship
Leslie Grodd, Esq. Halloran & Sage LLP
Wilmot L. Harris Jr., Esq. Ivey, Barnum & O’Mara, LLC
Gregory A. Hayes, Esq. Day Pitney LLP
Jevera Kaye Hennessey, Esq. Kaye and Hennessey, LLC
David R. Hermenze, Esq. Hermenze & Marcantonio LLC
Ellis A. Hiltz Ellis A. Hiltz & Associates
Mary E. Hoyt, CPA Blum Shapiro
Leonard Leader, Esq. Wiggin and Dana LLP
John M. Leask II, CPA John M. Leask II CPA, LLC
David T. Leibell, Esq. Wiggin and Dana LLP
Patricia McDermott, CTFA Citi Private Bank
Frank Moore UBS Financial Services, Inc.
Loretta Nolan, CFP, AEP Loretta Nolan Associates, LLC
Ronald B. Noren, Esq. Brody Wilkinson PC
William J. Peterson Neuberger Berman
Gregory T. Rogers RayLign Advisory LLC
Gregory A. Saum, Esq. The Law Office of Gregory A. Saum LLC
Marc A. Silverman, CPA Mann & Company, CPA’s
George L. Smith, Esq. Smith & Grant LLP
Kevin A. Walsh, Esq. Whitman, Breed, Abbott & Morgan, LLC
Carl Zuckerberg, CFP, AIF Relyea Zuckerberg Hanson LLC
COMMUNITY fRieNDSaND STAFF
Community Friends serve as our ambassadors. They provide a link between the Foundation and individual communities, and they make introductions to individuals, families and family foundations interested in local philanthropy. We thank these Community Friends:Susan Cooper
Ann Elliman
Karl Epple
Marty Gilbert
Susan M. Greenberg
Leslie Grodd, Esq.
William R. Knobloch
Ralph A. McIntosh Jr.
Barbara T. McKelvey
Ellen Mellis
David M. Nee
Albert G. Nickel
Gregory Perry
Patricia C. Phillips
Marianne Pollak
Allen A. Raymond
Elizabeth Rich
Ann E. Sheffer
Sally Stone
Conrad Teitell, Esq.
Joan Weisman
Dana Welles
StaffJuanita T. James President & CEO
Joseph R. Baker, MBA Vice President of Finance and Administration
Dorcas T. Blue Program Director
Karen R. Brown, MPA Vice President of Programs
Christa Chu, MPA Donor Services Junior Associate
Lauren Cross Director of Human Resources and Administration
Fiona K. Hodgson Vice President of Development and Marketing
Tricia Hyacinth Program and Development Associate, Fund for Women and Girls
Sharon Jones Program Administrative Assistant
Eugenia Lupinski, MBA Finance Associate
as a tax accountant, i witness the positive impact of charitable giving on a regular basis. achieving tax savings, while giving back to the community, is the epitome of a win/win situation.
the Foundation is a wonderful place for donors to discuss the various options available for gifting, as well as how to earmark their contributions to benefit an organization or one of the Foundation’s many special interest funds.
given the choices available, donors are sure to find the proper match for their philanthropic goals.
—Mary Hoyt, CPAPartner, BlumShapiro
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Elaine Mintz Director of the Center for Nonprofit Excellence, Program Director Arts and Culture
Sallie Mitchell Communications Director
Alanna Morton Executive Assistant
Suzanne B. Peters, MBA Director of the Fund for Women and Girls
Sharon L. Reiss, MA, CFRE Director of Philanthropic Services
Alison Riith Development and Philanthropic Services Assistant
Sonia C. Rivera Finance Assistant
Madeleine G. Thal Donor Services Senior Associate and Scholarship Administrator
Nancy M. von Euler, MPA Program Director
Jeff Yates Communications Manager
(L-R), Front row: Sonia Rivera, Karen Brown, Nancy von Euler, Alison Riith, Christa Chu. Middle row: Tricia Hyacinth, Maddy Thal, Eugenia Lupinski, Juanita James, Alanna Morton, Suzanne Peters, Fiona Hodgson. Back row: Sallie Mitchell, Dorcas Blue, Elaine Mintz, Lauren Cross, Joe Baker, Sharon Reiss, Sharon Jones. Not pictured: Jeff Yates
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FISCAL 2012 fiNaNcial HigHligHTS47.4% 15.6% 11.9% 9.8%
0.1%1.1%
NET ASSETS BY fuND TYpe in millions■Donor advised $ 70.0■field of interest $23.1■Discretionary $17.6■Donor Designated $14.5 ■Scholarship $13.5 ■agency endowments $ 7.4■administration $ 1.6 ■charitable Remainder Trusts $ 0.2
Total Net assets (including custodial funds) $147.9 million, -2.5% growth from fY2011
9.1% 5%
Investment Committee and Investment Managers
The Investment Committee of the Foundation’s Board of Directors is responsible for determining the broad allocation of Foundation assets among various asset classes, designing the investment structure for each asset class, retaining investment managers and other professionals, and
the Foundation’s investment program is broadly diversified across a range of asset classes and investment strategies to dampen short term losses during difficult periods, but is well positioned to participate in investment opportunities which are available over the long term.
—edgar w. Barksdale, Jr. Chair, Fairfield CountyCommunity Foundation Investment Committee
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monitoring investment trends and performance.
In fiscal 2012, the Foundation’s portfolio was invested with Aurora Offshore, Champlain Investment Partners, Colchester Global Investors, DG Capital Management, Dimensional Fund Advisors, Discovery Global Opportunities, Dodge & Cox, Forester Capital, Geneva Capital, Gryphon International, Neuberger Berman, Loomis Sayles, Metropolitan Real Estate, Protégé Partners, Siguler Guff, Silchester International Investors, Steinberg Asset Management, The Investment Fund for Foundations (TIFF), Vanguard funds, and Winton Capital Management Limited.
On a long-term basis, our portfolio has outperformed established benchmarks.
Investment Philosophy
The Foundation seeks to safeguard assets entrusted to us, and, at the same time, generate total return for grantmaking that responds
to current and changing charitable needs in the community. These criteria dictate our investment philosophy:
•Primaryemphasisisplaced on preservation of asset purchasing power through investment growth and total return,
•Moderategrowthofprincipal and total return is expected, consistent with maintaining safety of principal, and
•TheInvestmentCommittee focuses on asset allocation among equity, debt and other investment opportunities. It seeks a return in line with the Foundation’s spending policy as it relates to long-term grantmaking goals.
For a complete set of the financial statements of the Fairfield County Community Foundation, as audited by O’Connor, Davies, Munns & Dobbins, LLP, call 203.750.3200.
each fund established at the foundation reflects
a trust in our ability to invest resources
wisely. The following is an overview of
investment policies and summarized financial
statements for the year ended June 30, 2012.
Statement of financial PoSition as of June 30
aSSetS 2012 2011Cash and cash equivalents $ 548,698 $ 184,982
Contributions and other receivables 2,001,805 1,732,812
Investments, at fair value 147,493,336 152,986,624
Split-interest agreements 278,380 291,214
Prepaid expenses and other assets 118,177 117,242
total assets $150,440,396 $155,312,874
liabilitieS and net aSSetSliabilitiesGrants payable 2,244,306 2,073,895
Accounts payable and other liabilities 105,986 121,167
Liability under split-interest agreements 78,811 86,263
Deferred rent payable 122,634 105,601
Agency endowments 7,405,710 7,346,647
total liabilities 9,957,447 9,733,573
net assets
Unrestricted net assets 3,509,657 3,344,614
Temporarily restricted net assets 136,973,292 142,234,687
total net assets 140,482,949 145,579,301
total liabilities and net assets $150,440,396 $155,312,874
Statement of activitieS Years Ended June 30
RevenueS 2012 2011Contributions $ 16,923,422 $ 17,607,353
Investment return, net of investment expenses (2,985,155) 23,437,870
Change in value of split-interest agreements (5,382) 9,547
Other income 163,378 187,315
total Revenues 14,096,263 41,242,085
exPenSeSProgram:Grants 16,426,943 12,011,156
Grant services, research and evaluation 1,195,184 1,248,408
Donor fund development 741,257 696,719
18,363,384 13,956,283
Supporting services:Management and administration 574,931 479,526
Fundraising 254,300 230,566
829,231 710,092
total expenses 19,192,615 14,666,375 Change in net assets (5,096,352) 26,575,710
net aSSetSBeginning of year 145,579,301 119,003,591
end of Year $140,482,949 $145,579,301
27.5% 15% 12.5% 8%
5% 7%
ASSET ALLOCATION (target allocation)■large/mid cap equity ■Small cap equity ■Non-u.S. Developed equity ■Non-u.S. emerging equity ■aggregate u.S. Bonds ■Non-u.S. Bonds ■multi Strategy Hedge funds ■long/Short equity Hedge funds ■private equity ■Direct Real estate ■Real assets/commodities■cash and equivalents
5% 8% 4%
4% 3%
1%
Fairfield County Community Foundation 383 Main Avenue, Norwalk, CT 06851Tel: 203.750.3200 www.fccfoundation.org
Confirmed in compliance with national standards for U.S. community foundations
Come to the table . . . and make aMEANINGFUL DIFFERENCE
(L-R) Jesse Fink, chairman/co-founder MissionPoint Capital Partners, co-founder The Betsy and Jesse Fink Foundation, FCCF fundholder; Eileen Swerdlick, FCCF board member, former Stamford Public Schools assistant superintendent; Betsy Fink, owner Millstone Farm, co-founder The Betsy and Jesse Fink Foundation, FCCF fundholder