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.

www.fccfOuNDaTiON.ORg 3

1,400affordable homes;

5,000 people served

faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT2

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.


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

faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT4

Danbury, Norwalk Stamford

STUDENTS ELIGIBLE FOR FREE SCHOOL LUNCH

PROGRAM, 2010 Bridgeport

81.6%

35.9%35.7%

www.fccfOuNDaTiON.ORg 522%of children with some poverty experience do

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.


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.

faiRfielD cOuNTY cOmmuNiTY fOuNDaTiON 2012 aNNual RepORT6 www.fccfOuNDaTiON.ORg 7


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.”


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.


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.”

FairField County Community Foundation 2012 annual report10 www.FCCFoundation.org 11


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:


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.


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


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


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


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


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


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


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


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.


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


Hynes, Himmelreich, Glennon & Company

Jeffrey & Andrea Immelt

Mystique E. Johnston & Manuel E. Mejia

Amanda Kavanaugh

Mary Lee & Jack Kiernan

Libby King

Kathleen LaCroix


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



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


Joseph H. & Marion Wertheim

Wilmot Wheeler Foundation

Claire & Tom Whelan


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


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?


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


Gota M. Norell Fund



FairfieldGreater Bridgeport Community Impact Fund


Gota M. Norell Fund



GreenwichGreenwich Endowment Fund

MonroeGreater Bridgeport Community Impact Fund


Gota M. Norell 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


Gota M. Norell 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



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


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


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


**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


58%of high net worth adults in the u.S.

gave their largest gifts to operating support


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


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


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.


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


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


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


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


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


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


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


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

there’s a place for you, right here...struck a chord. “i think of it as helping people, not just...

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