2011-2012 25th anniversary year

it all adds up foundation

You bring +ideas +energy +vision The Foundation adds +expertise +connections +strategy +stewardship + Together, we

community generate momentum. ! It all adds up for Evanston! evanston You bring energy and ideas ‘When you get a Foundation grant of $10,000, it’s more like added value a grant of $50,000 because of all that comes with it,’ said one grantee. We support nonprofit organizations and we provide training to ‘‘individuals to inform their engagement with local boards, + commissions, and nonprofit groups. No other group does that— We start with what you bring—and build from there. it all adds up to more for Evanston! ’’ Our community is alive with people who care enough to want all children to be ready for kindergarten, and to be engaged in community life as they grow up, to leave high school ready for the next round of education or postsecondary training, and to live full growth lives regardless of disadvantage or disability. Evanston residents contribute generously of their time, ideas, and resources because they know that we are connected across the lines that appear to divide us. We’re here to build, connect, and distribute increasing resources to bring those visions to reality and help our community thrive. We’re still best known for distributing grants to community organizations, and despite difficult times, we continue to do more each year. Charitable and distributions for 2012 exceed $800,000. foresight grants 7 The value we create As we look to our 30th anniversary in 2016, we + funds 9 We’re challenging organizations to look financials 10 want the Foundation to be as well known for the value we create as for the grants we make. to their futures. donors 12 Growing over time, endowments are the heart of leadership 16 Truth is, ECF convenes and participates in hundreds ECF—and a distinctive value added. Why not of conversations, encouraging individuals and + celebrate our 25th anniversary by stimulating other organizations alike to forge connections to pursue nonprofits to invest in their futures? their goals. Every day we field inquiries, make Our ENDOW Now program offers $5,000 matching introductions, help other boards, advise other staffs grants to groups that muster at least $15,000 to set so that nonprofit organizations, residents, and up their own endowments at ECF. So far three groups businesses can do more —and do it better. have signed up—North Shore Village, Youth Job What difference does this make? We hope the Center, and Evanston 4th of July Association—each stories and numbers in this report suggest committing to build a fund over time that will return how it all adds up. a new steady stream of support. As 2012 winds toward a close, we invite your The challenge grant strategy also underlies Partners continuing support. for the Future, an initiative funded and advised by an anonymous donor. The Foundation selects one organization each year that’s ready for the big challenge of motivating its supporters to increase their giving. Tracy Alden, Evanston The YWCA Evanston/North Shore met its $50,000 4th of July Association, match in 2012, and Connections for the Homeless is Penelope Sachs, Board Chair left, and Helen Gagel, Sara Schastok, President and CEO North Shore Village now completing its effort to match $100,000. and NU students partner with us to give back to Evanston. Northwestern students dance their way to a big impact in Evanston. partnership As secondary beneficiary of NU Dance Marathon since 1998, the and Foundation serves as DM’s “feet on the street”— our knowledge of local needs helps turn their massive fundraising to great results. The a network partnership has funneled more than $80,000 into our community this year, and $648,000 since the beginning. And the beat goes on! + Dance Marathon 2013 is March 8 –10. We celebrated our anniversary by honoring 25th anniversary Evanston’s terrific nonprofits. awardees Helping Evanston thrive for 25 years and counting! Center for Independent Futures We rely on a network of exceptional organizations to Warren W. Cherry Preschool fulfill our goals. To celebrate our anniversary and what Child Care Center of Evanston and our community has accomplished since 1986, we Childcare Network of Evanston wanted to recognize organizations that have made Connections for the Homeless Evanston Coalition for important contributions with Foundation grants. In early Latino Resources connections 2012, we surprised the boards of 25 organizations with award checks of $1,000. +Evanston Rebuilding Warehouse FAAM Big Brother Aaron Salsbury Family Focus ­­ Our Place with Little Brother Omari Roberts The Family Room We’re helping youth Grandmother Park Initiative + Housing Options for the Mentally Ill agencies join forces to Interfaith Action of Evanston expand kids’ horizons. Infant Welfare Society of Evanston Interacting with strong, caring adults is an important way The James B. Moran Center that kids learn to be strong, caring adults themselves. for Youth Advocacy Organizations like Y.O.U. and Big Brothers Big Sisters (BBBS) have recognized this by creating mentorship The Musical Offering programs to link young people to adults in the community. Open Studio Project But the need remains great, especially for kids in single- parent families (about 22% of Evanston children). PEER Services Expanding mentorship opportunities could involve not Piccolo Theatre working harder, but working together, smarter. That was the insight of the youth agencies and concerned clockwise fom top: SASI: Services for Adults individuals who participate in All Our Sons, an ECF initiative Family Focus Our Place Staying in Their Homes launched by Jennie Berkson and David Edelstein to help YWCA Evanston / North Shore Shorefront boys navigate the challenges of growing up. “Each group Warren W. Cherry Preschool Youth Job Center of Evanston that provides mentors was doing recruiting, each group Open Studio Project was doing training — doing the same things over and Y.O.U.: Youth Organizations Umbrella Center for Independent Futures over,” says Edelstein. Now, through an ECF grant to a YWCA Evanston/North Shore collaboration called Evanston Mentors, youth organizations are exploring ways to coordinate their efforts, starting with an online directory to publicize mentorship opportunities. A major goal is to hold joint recruitment events to raise awareness about the importance of adults stepping up for kids and the wealth of opportunities in Evanston to do so. Adults like Aaron Salsbury, a marketing executive in food service, who has paired up with 8-year-old Omari Roberts through BBBS for everything from Cubs games and football to occasional homework help. Or Gary Arnold, a Skokie resident who “was looking for a way I could make a difference in somebody’s life and expand my own horizons as well.” Through Y.O.U. he connected with 14-year-old ETHS freshman Jonathon Connerly-Bey. Given their shared interest in food, the two go out to dinner together once a month and rate the restaurants using a scorecard Jonathon created. Becoming a restaurant critic wasn’t exactly what he expected, says Jonathon, but he’s enjoying it, along with the chance to talk about what’s going on in his life. 2 “When boys have somebody in their lives showing concern for how they’re doing academically and overall in life, they 3 do better” says Edelstein. Evanston Mentors is working to make those connections. and total charitable payouts by distribution type

resources 40.0% competitive and strategic grants 14.2% donor advised fund grants We distribute philanthropic dollars. 13.8% endowment draws for operations +The Foundation’s 76 funds hold resources $10.7 for many different purposes. Whether 19.4% Early Childhood Fellowship supporting the Foundation’s grantmaking million 12.6% scholarships, designated organization or operations, financing the initiatives of total payouts distributions, and other 1987– 2012 other organizations, or meeting donors’ interests, ECF makes things happen.

and benefit from Child-Parent Centers, a taught them to engage and enjoy By nurturing the visionaries we help longstanding model for improving books.” since 2007 momentum educational outcomes. It’s no surprise that improving early families reached by lead Evanston where it wants to go. 486 home visiting Just as ECF’s big anniversary year ends, an even bigger one begins: Evanston’s “Getting the major players in town to learning emerged as one of 150th Anniversary. We knew this celebration should be about more than collaborate is always tricky,” says Evanston150’s top ten ideas in (see families who stayed with the program fireworks and fun. So we joined with others to plan and launch Evanston150: Charles Lewis, an education activist story on page 5)— more evidence 67% a broad community visioning process to find our best shared ideas for Evanston’s whose family foundation has that our community’s efforts on kids screened future. supported Communityworks and behalf of our youngest citizens are 371 for developmental contributed to matching funds reaching a critical mass. problems Ten terrific ideas emerged (check them out at Evanston150.org) to improve required for the study (part of an our physical and environmental health, expand opportunities for young people, extraordinary $450,000 raised here). and add things we can all enjoy, like vibrant public spaces and free wi-fi. The More families, “All the leading players have been ten included two ideas we’ve been investing in since 2007, based on community + working in a very collaborative way, input: preparing kids for kindergarten and training young people for work. more partners, all focused on kids between preschool and third grade.” The ECF board stands ready to manage funds to advance the ten ideas, more possibilities consider grant proposals, and foster collaborations among idea teams and As momentum builds, other local existing institutions and organizations. for ‘Every Child’. funders offer support, and our Every Foundation staff remain engaged to help the ten “idea teams” transform vision Every child ready for kindergarten, child network implements new ideas. into action. We’re offering them the kind of capacity-building that we provide Every youth ready for work: that’s One foundation is working through through Leadership Evanston and root2fruit: community organizing, leadership the long-term vision we’ve been ECF to extend home visiting for 20 skills, identifying community assets, and getting the right people at the table. pursuing since 2007. We started children ages 3-5. Another wanted to with a plan: focus on the youngest enhance pre-K literacy, and asked the Already there are signs of progress. A pilot project involving the children and build impact over time. Foundation to develop a high-impact YMCA, YWCA, District 65 and Northwestern volunteers offers second graders Our funding has enabled local plan. We brought together several at Oakton, Dawes, and Washington schools free swimming lessons — one agencies to provide birth-to-three potential partners, and the result was of the ideas that bubbled up in “Water Water Everywhere.” And a new home visiting for fifty more families ABC Boosters. This summer program community health center (envisioned in “Here’s to Our Health”) is coming, at a time, along with professional had Evanston Public Library training development for home visitors and teens recruited by Youth Job Center Idea Team volunteer thanks to a $650,000 federal grant to Chicago’s Erie Family Health Center. collaborations among professionals. to work one-on-one with preschoolers leaders Pam James, Here’s to more visions becoming reality! As the children (and as our at Fleetwood-Jourdain and Robert left, of “Water, Water Communityworks endowment) grow, Crown Centers, reading books and Everywhere” and and we’ve been adding components: playing games to boost letter Cynthia Kasper of more early literacy, parent drop-in recognition. “I didn’t think that kids “Edible Evanston” centers, scholarships for preschool. would really respond to learning encouragement We’ve also been working steadily during the summer time,” said one with others in the community teen. “[But] I see that the kids really committed to early learning. love this. Secretly, kids at any age love being read to, even when they That collaboration reached a high can read. It’s a pretty amazing thing point in 2011, when we joined to see.” Northwestern, District 65, local childcare centers, the city, and other The teens themselves got a lesson local foundations to support in responsibility, says program 4 Evanston’s inclusion in a federally co-director Maria Torres, a 5 funded study of how young children kindergarten teacher at Dawes. They helped the little ones get ready for + kindergarten — and “more important, Evanston Art Center $ 7,000 2011/ 12 total grants and Building Relocation donor-advised funds Evanston History Center 5,000 150th Anniversary Project Coordinator 2011 grants: $254,338 distributions: $1,862,812 Grants recommended by donor advisors and approved Evanston Mentors Collaboration 6,000 Expansion of Evanston Mentoring Programs by the Foundation board Evanston School Children’s Clothing Association 3,000 grants to Evanston area service and Purchase Children’s Underwear and Socks Evanston/Skokie School District 65 8,000 organizations: $178,752 21st Century Community Learning Centers Childcare Center of Evanston $ 1,000 a wide net Enrichment Opportunities for At-Risk Youth Connections for the Homeless 7,050 Evanston/Skokie School District 65 Lake Dance 5,260 Evanston Community Foundation (ECF) 12,900 LakeDance Science Curriculum Using Dance as a Teaching Tool ECF Grantmaking Partners Program 44,202 and Family Focus 9,000 ECF Leadership Evanston 1,500 Child Connections Parenting Workshops and Coaching Evanston Community Development Corporation 1,500 Wide-ranging, far-reaching. Family Promise Chicago North Shore 8,000 Evanston 4th of July Association 1,000 The Evanston Community Foundation’s grantmaking reaches many Part-time Case Manager Evanston Public Library 5,100 Grandmother Park Initiative 6,000 The Family Room 1,800 corners of Evanston. We support organizations poised for healthy impact Community Outreach Housing Options for the Mentally Ill 500 The Harbour, Inc. 5,000 Interfaith Action of Evanston 1,000 growth—helping them transform to serve more people, more Safe Harbour Emergency Shelter Jewish Reconstructionist Congregation 1,250 effectively. We look for projects that will support people on paths to Infant Welfare Society of Evanston 7,000 Keep Evanston Beautiful, Inc. 1,000 2012 competitive and Music & Movement Teacher Professional Development Literature for All of Us 1,800 better futures. Making the Foundation— our general endowment McGaw YMCA 10,000 McGaw YMCA 12,000 strategic grants: $560,698 Pioneering Healthier Communities Mitchell Museum of the American Indian 500 or our annual fund— a priority in your charitable giving strengthens + James B. Moran Center for Youth Advocacy 10,000 communityworks James B. Moran Center for Youth Advocacy 6,000 Evanston’s entire fabric. Every child ready for kindergarten, Every youth Partnership for Peace Music Institute of Chicago 8,000 ready for work: $219,208 in strategic grants Rebuilding Together North Suburban Chicago 5,000 Next Theatre Company 5,500 Home Visiting Support Services and Enrichment Activities for Ages 0-3 Home Repair Services Bienen School of Music 2,000 Targeted funds (page 9) give you the option to focus your support Infant Welfare Society of Evanston $ 83,301 Open Studio Project 1,800 Baby Talk Shorefront 4,000 Legacy Keepers Percolator Films 750 in specific areas. Evanston/Skokie District 65 Family Center 43,185 Parents as Teachers Theatre and Interpretation Center 7,000 1,000 St. Athanasius Roman Catholic Church 3,000 Evanston Public Library 1,850 at Northwestern University Co-production of “The Exonerated” with Next Theatre Second Baptist Church 250 Professional development for early childhood workers Youth Job Center 7,500 The Talking Farm 10,000 + Childcare Network of Evanston 3,500 WILL: Women Invested in Learning and Livelihoods Y.O.U. (Youth Organizations Umbrella) 1,250 competitive and strategic grants Early childhood systems development Y.O.U. (Youth Organizations Umbrella) 10,000 Youth Job Center of Evanston Inc. 1,000 Home Visit Collaboration, Leadership 26,372 Caring Adult Connections YWCA Evanston/North Shore 40,100 and Evaluation YWCA Evanston/North Shore 7,500 New Home Visiting for Ages 3-5 Legal Advocacy Program Infant Welfare Society of Evanston 11,500 grants to metropolitan Chicago Evanston/Skokie District 65 Family Center 11,500 root2fruit organizations: $24,800 Infant Mental Health Consultancy capacity building grants for small organizations: $80,000 Infant Welfare Society of Evanston 6,500 Evanston Day Nursery / year 2 $ 10,000 grants to organizations outside Evanston/Skokie District 65 Family Center 5,000 Evanston Rebuilding Warehouse / year 2 10,000 our area: $50,786 Preschool: Bridge to Kindergarten Evanston Scholars / year 1 10,000 Warren W. Cherry Preschool 6,500 Infant Welfare Society of Evanston / year 3 10,000 $4.25 ABC Boosters Mudlark Theatre Company / year 1 10,000 Evanston Public Library 11,000 2012 distributions from Piccolo Theatre, Inc. / year 2 10,000 Youth Job Center 9,000 (formerly Evanston Festival Theatre, Inc.) designated funds million Next Theatre Company / year 1 10,000 total grants responsive grants The Talking Farm / year 2 10,000 awards, grants & scholarships: $19,820 1987– 2012 responding to community need, building community assets: Acorn Fund $ 1,000 $214,490 to 30 organizations root2fruit alumni grants: $12,000 grant to Ladd for Prairie Plant Plot We are grateful to all our Grantmaking Partners, particularly Dance Center for Independent Futures $ 3,000 Beatty Family Scholarships at ETHS: 3,000 Marathon, for their gifts that allowed us to fund all grants listed below. The Lilac Tree 3,000 3 scholarships See page 15 for our full list of partners. The following board-directed Funds at the Foundation also support these grants: The Musical Offering 1,000 Virginia L. and Wm. K. Beatty Fund 1,320 award to Medical Library Association All Our Sons Fund Open Studio Project 3,000 Arts in Community Fund The Recyclery 2,000 William K. Beatty Medical History Fund 1,000 Grants George Cyrus Memorial Fund award to Galter Library at Northwestern Natasha S. Deustch Fund Chicago Urban Youth Scholarship Fund: 10,000 change lives. Evanston Realtors Fund 25th anniversary awards 8 scholarships The Fund for Evanston the arts Green Communities Fund surprise grants to 25 Evanston organizations in celebration Fisher Fund for Nursing Education 750 13.5% Thanks to our recent support Lydia Martin Memorial Fund for Children and the Arts of our 25th Anniversary: $25,000. See list on page 2. grant to Lake Forest Hospital Lorraine Hairston Morton Fund for Youth Rees-Servillo Jan Heffernan Memorial Dinner Fund Bruce E. Mitchell Short Story Award at ETHS 1,000 of The Harbour, the shelter 3 awards 8.7 % basic human needs Sweers Fund for Children and the Arts endow now and counseling organization Faith Vilas Fund for Youth endowment building challenge grants: $15,000 Norman W. Thomas, Jr. Scholarship at ETHS 0 75 Fund for Women and Girls 1 scholarship Evanston Fourth of July Association (pending) $ 5,000 8.6% community development for young women in crisis Rose and Andy Thomas Scholarship at ETHS 1,000 Barr-Harris Children’s Grief Center $ 7,500 North Shore Village 5,000 1 scholarship could be there when Evanston Grief Center for Low-Income Families Youth Job Center (pending) 5,000 28.3% early childhood education Big Brothers Big Sisters of Metropolitan Chicago 7,500 Tressann Minzit needed it. Evanston Community-Based Mentoring Program grants to designated agencies: $48,691 Center for Independent Futures 13,000 2012 foundation initiatives Center for Independent Futures $ 533 13.9% family support and counseling Now she’s working in Train the Trainer Program at ETHS Citizens Lighthouse Community Land Trust 544 Changing Worlds 7,500 programs & operations: $163,325 Evanston Environmental Association for 13,670 Evanston, paying the rent, Arts, Cultural and Literacy Connections support from: Environmental Education 4.3% housing Mr. and Mrs. Carlyle Anderson Fund and going to college. Warren W. Cherry Preschool 9,100 Communityworks Fund Evanston Police and Fire Fund 3,000 Sustaining Quality Pre-School for At-Risk Children Natasha S. Deutsch Fund 22.7% youth and education Don and Martha Farley Fund ETHS Educational Foundation Childcare Network of Evanston 8,280 Fund for Evanston Margaret Gunn Scholarship 12,000 Communitywide Child Care Scholarship Foundation Fund Jim Kogen Foundation Spirit Fund Barry Zwick Football Scholarship 5,000 Children’s Advocacy Center of North and 7,500 Gene Lavengood Fund Northwest Cook County Leadership Fund Foster Reading Center Programs and Counseling for Child Victims of Sexual Abuse Roving Reader program at 611 Communityworks: 5,000 Child Care Center of Evanston Supplemental for other initiatives: $815,940 Every Child Ready for Kindergarten Every Youth Ready for Work* Evanston150 $ 98,066 Foster Reading Center program at McGaw YMCA 2,445 a life-line *Funds were distributed to partner organizations through our The Foundation is fiscal sponsor for this grassroots community McGaw YMCA for Project SOAR 663 Communityworks grants listed above. collaboration. Skokie Community Fund for Skokie 10,225 6 Connections for the Homeless 13,000 10,000 Community Giving Program Project 20 I3 Grant to University of Minnesota To match federal grant for Parent-Child Centers Research Project. Curt’s Café 5,000 7 Job and Life Skills Training for Young Ex-Offenders and At-Risk Youth Illinois Early Childhood Fellowship 707,874 The Foundation is fiscal sponsor for this special project to advance Edible Evanston 4,850 leadership development in the early childhood field. + (volunteer organization of Evanston150) Carlson Greenhouse Renewal See page 15 for the list of corporate and private foundation funders. Betty A. Papangelis Evanston Fourth of July Association Fund NEW Continuing our commitment. “Leaving a Supports family-oriented entertainment events on the daniel burnham society Claudette Rasmussen funds of the foundation board-directed 4th of July and throughout the summer gift to the Evanston Community Foundation The Pillars of Evanston Eleanor and William Revelle broad purpose funds Evanston Symphony Orchestra Association Fund is a great way for us to continue our Elizabeth and James Roghair Acorn Fund Delivers quality, affordable, accessible classical music to foundation endowments by fund type Encourages activities to test new ideas of value to our community the community commitment to this community after Anonymous (2) Penelope and Toby Sachs Sara Schastok All Our Sons Grady Bird Sanctuary Fund for the Evanston Elizabeth and Carlyle Anderson* 7.0% donor‑advised funds Supports boys and young men as they strive to become Ralph Segall Environmental Association we’re gone. We are confident that what John and Carol Balkcom responsible members of the community Supports repair and maintenance of the Association’s 15.3% funds of other organizations Virginia L. Beatty Ann B. Stevens bird sanctuary we leave will be well-managed and -spent, 77.7% board‑directed, Arts in Community Fund in areas of need that are important Diane and Karl Berolzheimer Carolyn J. Sweers broad purpose funds Strengthens Evanston as an extraordinary arts community Literature for All of Us Fund Lester and LaShawn Blair Edna and Larry Ter Molen Balkcom Family Fund Encourages literature appreciation in youth to us now and in ones that we can’t yet Mary Anne and Joe Cappo Faith Vilas* annual fund Promotes literacy and affordable housing North Shore Village Endowment Fund NEW Barbara Goodman and Seth Supports the full range of current grants and activities Benefits a network of services enabling seniors to live Julie Captain Communityworks Fund independently in their homes as vital members of the foresee.” –Kirk Hoopingarner Weinberger Identifies and supports systematic approaches to strengthen Julie and Josh Chernoff community Linda and Payson Wild Evanston in areas of early childhood care and education, land Christina and David Cugell funds use, and workforce training and development; includes: Roycemore School Endowment Fund Marge and John Wold Pearl & Sander Davis Fund for Communityworks Natasha Deutsch* Provides support for faculty and program-related projects Sidney Zwick for foundation initiatives Eisner Endowment for Roycemore School Martha and Donald Farley Cultural Diversity Initiative *deceased Evanston150 Project Fosters understanding among ethnic and racial groups within Youth Job Center Endowed Fund NEW William Friedlander Community-wide initiative that engages all of Evanston early childhood education Supports employment-related services for disadvantaged and These individuals have pledged in imagining the future, resulting in 10 visionary ideas to at-risk youth and Kendal and Ken Gladish celebrate Evanston’s 150th anniversary in 2013. Evanston Realtors Fund to include the Evanston Joan and Guy Gunzberg Increases annual grant awards — a fund initiated by real estate Community Foundation in their Evanston Climate Action Fund professionals; with contributing funds from: Kim and Kirk Hoopingarner a plan estate plans, or have established Funds grants for greenhouse gas emission-reduction projects George Cyrus Memorial Fund donor-designated funds Judy and Bob Kemp to help Evanston meet the goals of its Climate action plan lifetime planned gifts. Contact Leonard Fisher Fund for Nursing Education Virginia L. and William K. Beatty Volunteer Ronna Stamm and Paul Lehman [email protected] Evanston Women’s History Project Funds continuing education for ICU nurses at Highland Park Service Award Margaret and Paul Lurie Documents Evanston women’s stories and history sites, and and Lake Forest Hospitals Recognizes a medical librarian who has demonstrated service to discuss your plan! provides public access to this history through tourism materials, to the Medical Library Association and the health sciences Bonnie and Jay Lytle educational curriculum and leadership programs Foundation Fund library profession Provides for the Foundation’s infrastructure — our own Susan Manning and Doug Grantmaking Partners endowment; includes: Beatty Family Scholarship Fund Doetsch Supplements funds for spring responsive grantmaking. Please Jim Kogen Foundation Spirit Fund Provides assistance to three college-bound ETHS graduates Kim and Kirk Hoopingarner Kathy Miller see page 15 for a list of grantmaking partners, including Dance Gene Lavengood Fund with interest and achievement in the areas of foreign language, Marathon at Northwestern University journalism or writing, and science, honoring the children of Fund for Evanston Virginia L. and William K. Beatty: Carol, Margaret and William Illinois Early Childhood Fellowship Fund Meets community needs as they change over time through B.K. Beatty Advances leadership development in the field of early childhood Foundation grants and programs — the original fund of the care and education. This is a special project funded by corporate Foundation; with contributing funds from: William K. Beatty Medical History Prize + and private foundation grants; ECF is a fiscal sponsor Mr. and Mrs. Carlyle Anderson Fund Honors outstanding research in the field of medical history Natasha S. Deutsch Fund NEW Evanston United Way Fund Chicago Urban Youth Scholarship Fund Martha and Don Farley Fund Provides tuition assistance to students in programs of Midtown and Rees-Servillo/Jan Heffernan Memorial Dinner Fund Educational Foundation, Chicago Pastor’s fund supports effort to give Fund for Women & Girls Citizens Lighthouse Community Land Trust Fund Supports grants and community education to empower Supports long-term affordable housing for low- to moderate- women and girls income people in Evanston young ex-offenders a second chance. Green Communities Fund Fund for Curt’s Café NEW flexibility Encourages area residents to focus attention on environmental Applies principles of restorative justice to develop work and life Rev. Richard Mosley of Hemenway United protection, greenhouse gas reduction, resource conservation, skills in young ex-offenders. and energy efficiency Methodist Church nurtures a passion Evanston Police and Fire Fund NEW Leadership Fund Increases the net resources available for the men and women for restorative justice that heals victims and Develops individuals’ leadership skills in diverse groups through devoted to the safety of our community exploration of Evanston assets and challenges; includes: perpetrators, families and communities. Leadership Chairs Challenge NEW Foster Reading Center Fund Marybeth Schroeder Fund for Leadership Supports this after-school program to increase reading skills Determined to pursue that vision for Evanston, + and provide readers in home daycare settings Lydia Martin Memorial Fund for Children and the Arts Funds hands-on arts education programs that benefit Susan Willis Heiberger Memorial Garden Fund he turned to us. We helped him set up an disadvantaged children and youth Maintains the Heiberger memorial garden at ETHS endowed fund to benefit Curt’s Café, the Lorraine Hairston Morton Fund for Youth Rayna and Marvin Miller Fund for Interfaith Housing Supports organizations and projects to increase employment Center of the Northern Suburbs restaurant started by Susan Trieschmann that and educational opportunities for Evanston youth Advocates for fair and affordable housing hires young ex-offenders, giving them a Skokie Community Fund Bruce E. Mitchell Short Story Fund Resource for the betterment and welfare of Skokie residents Provides annual awards recognizing outstanding short stories by ETHS juniors. chance to learn job skills and build a resume. Sweers Fund for Children and the Arts Supports arts education for Evanston youth in grades 6 through 12 Chuck Remen Memorial Fund “Young people who have served their time, Benefits Project SOAR at the McGaw YMCA Faith Vilas Fund for Youth when they come back to Evanston, should Provides for programs serving youth Norman W. Thomas Jr. Scholarship Fund Provides college or technical school scholarship assistance to know that they have choices, and that there’s a graduating ETHS senior Rose and Andy Thomas Educational Fund a place of hope and encouragement,” organizational endowments Provides scholarship assistance to a graduating ETHS senior Center for Independent Futures Fund who is a first or second generation resident of the USA and/ says Rev. Mosley. “I believe that Curt’s Café Forms innovative partnerships to create product and service or has an interest in international travel and studies; supports models that give adults with disabilities and their families the early childhood education and anti-hunger initiatives is the first step to make this vision a reality.” skills and opportunities to realize a full life The endowment at the Foundation will help Chessmen Legacy Fund Established in memory of Morris Barefield and Charles Thomas donor-advised funds and sustain that vision. to support Evanston youth and elderly Allows donors to recommend grants; similar to, but more ETHS Educational Foundation Fund economical than a private foundation, and easier to establish Distributes funds to Evanston Township High School in order ABS Fund to complement, enhance and enrich, beyond the means of B & J Fund hope conventional public funding, opportunities that further the educational mission of ETHS Edelstein-Berkson Family Fund Margaret Gunn Scholarship Endowment at ETHS Sally and Richard Ennis Fund Baltazar Jacob Hernandez, Annual awards in memory of Margaret Gunn, class of 1945 Friends of the Arts Fund Curt’s Café Joseph and Linnie Lee Moragne Memorial Scholarship Fund Goodman/Weinberger Fund Annual awards for African-American ETHS graduates demonstrating high achievement and leadership Jon Kimmel Memorial Fund Unterman Fund for ETHS Avi Kurganoff Memorial Fund NEW Supports the educational experience of needy students of Lytle Family Fund good character and academic ability Joe “Butch” Martin Fund Barry Zwick Football Scholarship Fund 8 Annual scholarship award for at least one graduating senior Partners for the Future Fund who participated in the football program Plumtree Fund NEW 9 Mary Laflin Rockwell Fund Rev. Richard Mosley, Evanston Environmental Education Fund Weisblat Family Fund Hemenway United Methodist Church Advances environmental awareness and promotes + environmental stewardship in Evanston Zunamon-Cunniff Family Fund Evanston Community Foundation investment committee Ralph Segall, chair Managing Director, Segall, Bryant & Hamill and former Foundation chair investment performance Karl Berolzheimer average annual total return Retired Attorney and Bank Director through December 31, 2011 former Foundation chair stewardship Bill Blanchard 10.5 % Vice President, Private Banking USA 9.1% Credit Suisse Foundation board member 26 years of asset growth 2011/12 financial highlights 8.1 % Diana Cohen The Foundation received nearly $2.8 million in gifts and grants Community Volunteer Investment in the Foundation board member organization’s infrastructure in 2011, including $750,000 in matching funds from the 6.7% Grand Victoria Foundation as we completed the final phase of William Goldstein has made a difference in our President, rate of growth. the Communityworks matching challenge in September 2011. Chesley, Taft & Associates At December 31, 2011, Foundation assets were nearly John McCarthy $15.2 million. Chief Investment Officer, $14.0 Centaur Capital Partners In 2011 investment results did not contribute substantially to our asset Foundation treasurer base, thus our net assets increased just $720,000 in 2011 compared 3.4 % 12.0 to an increase of $1,845,000 in 2010. Liabilities consist primarily of the Mark McCarville Partner, Braydon Partners funds we hold as agency endowments; the increase in liabilities is due summary of financial data former Foundation board member 10.0 as of December 2011 and 2010, in thousands to gifts added to those funds in 2011. + Kevin Mott Financial Advisor, Edward Jones 8.0 Net Assets 2011 2010 2011 results and report of the investment committee Foundation board member We will recall 2011 as the first time in 18 years in which the portfolio’s Assets $ 15,159 $ 14,207 annual return (-0.28%) did not match up to at least two of our three 1-yr Eric Robison 6.0 primary investment return benchmarks. While ECF’s portfolio 3-yr 5-yr 10-yr 20 / 23-yr Vice President, Private Banker Liabilities ( 1,813) ( 1,581) outperformed the -2.0% median rate of return of our peer group in the -0.3 % BMO Harris Private Bank 4.0 Net assets $ 13,346 $ 12,626 Council on Foundations, the results fell short of ECF’s spending target of Foundation board member 5.0% and of the blended benchmark return of 1.9%. The backdrop of a Penelope Sachs subpar domestic economic recovery, fiscal turmoil in Europe, and a Community Volunteer 2.0 Revenues slowing economy in China did not create a favorable environment for Evanston Community Foundation National median: all community foundations Foundation chair equity investing in 2011. Broadly speaking, there was a much smaller

Contributions $ 2,767 $ 2,355 National median: community foundations in millions $ range between the best and worst stocks in 2011 than in many years. Ingrid Stafford with $5M to $24.9M in assets Associate VP for Financial 86 91 96 01 06 12 Program revenues 80 81 The markets, it seemed, did not discriminate much among individual Operations and Treasurer, stocks; they tended to move as one. That theme carried out to most Investment results (14) 1,392 Northwestern University other asset classes as well. Moves occurred in lockstep and were quite former Foundation board member Total revenues $ 2,833 $ 3,828 volatile, moving first up and then down (and vice versa) in sharp bursts of trading. It was, in short, a hard market in which to stand out. At the end of the year, our asset allocation remained within policy allocation Expenses ranges and broadly spread. and Program services, including grants $ 1,817 $ 1,721 2012 investment performance a gift to the endowment gives AND grows Management and general 174 141 Based on actual results, a gift of $100,000 in 1988 As the ongoing global debt liquidation cycle continues, central banks performance Fundraising 122 121 around the world have taken extreme steps to counter its deflationary would have funded distributions more than twice the impact, bringing interest rates for strong governments down to near size of the original gift—and would also have left in Total expenses $ 2,113 $ 1,983 zero. In response to the elixir of easy money, the financial markets have produced better returns than in 2011. The blended benchmark we use place a fund that is substantially more than twice the as a measure of the global market available to us rose 5.71% in the first size of the original gift. Increase in Net Asssets six months of 2012, and the ECF portfolio has kept pace, rising 5.43%. growing endowment Revenues in excess of expenses $ 720 $ 1,845 Investors find themselves at a curious crossroads at mid-year 2012. + With interest rates held down by policy makers, many investors are $247,656 $300,000 Audited financial statements and Form 990 are available for review at the Foundation office. finding safe and sustainable sources of income elusive and are

stretching in many cases to find investable opportunities. In our view, the markets are beginning to show signs of distorted valuation as a result of prolonged exposure to administered rate levels. Despite the $200,000 stresses that are likely to continue for the next few years, we continue initial gift to believe that a return of 5% is attainable over the long run and have $100,000 recommended a 5% spending level for 2013 to the Foundation’s board. Our investment allocation at mid-year is defensive as we await opportunities to put money to work at attractive valuations. $100,000 10 cumulative investment *The Foundation’s Blended Benchmark is the weighted average of the market indices in community 11 used by the investment committee to measure portfolio performance and includes the $230,048 Wilshire 5000 Index, the MSCI-EFAE Index of international equities, the Barclays Capital Aggregate Bond Index, and the J. P. Morgan Global Bond Index. 1998 2000 2012 leadership of the foundation

foundation board Lawrence Lavengood* Grantmaking leadership network Kenneth Lehman Kunal Joshi evanston community Investing for the long term. of directors John Balkcom Dolores Leone Bart Rocca has made a career in helping business leaders think Reggie Ollie foundation staff Penelope Sachs, chair Ann Mammel Balusek Marcia Lipetz Scott Ritter Sara Schastok, Ph.D. strategically. A semi-retired management consultant and longtime Judith Aiello-Fantus Karl Berolzheimer Dorothy Lloyd Still President and CEO Lisa Altenbernd Mary Anne Cappo Jay Lytle Investment Evanston resident, Rocca takes the same strategic approach to Marybeth Schroeder Lun Ye “Lonnie” Crim Barefield Paul J. Finnegan Susan Manning Ralph Segall, chair Vice President for Programs charitable contributions: he looks for long-term impact. Bill Blanchard 1 Joseph P. Flanagan Claire McCarthy Peterson Karl Berolzheimer Michael Brody, secretary Kendal Gladish Mark McCarville William Goldstein Jan Fischer That’s why he and his family made a major 2011 contribution to Julie Captain William Goldstein Mark Miller Mark McCarville Chief Financial Officer Julie Chernoff Kirk Hoopingarner John Morris Ingrid Stafford ECF’s Communityworks fund (which helped us make the Grand Victoria Jeremy Barrows Diana Cohen Ken Lehman Lynette Murphy Director of Development and Foundation match) and has now joined our advisory committee. Marvin R. Cohen Charles A. Lewis Betty Papangelis Communityworks Communications Mary Finnegan Jay Lytle Bob Parris Initiative Committee Joe Flanagan For starters, the focus on early childhood promises to pay off far into Joan Gunzberg, vice chair Mark J. McCarville Kim Perutz Beth Osterlund Jay Lytle Burgwell Howard Lorraine H. Morton Michael Phillips* Director of Leadership Evanston the future. “The first three years of life are tremendously important Mark McCarville Judy Kemp, past chair Eleanor Revelle Rodney Quainton Peter Morris Amy Monday for cognitive development,” says Rocca, “which is so important to be Bill Logan Elizabeth Roghair John Rapisarda Susan Munro, consultant Assistant Director of successful in life. Making sure children of less advantaged backgrounds Naomi Lovinger 1 Ralph Segall Elizabeth Roghair Bob Reece Administration and Development John McCarthy, treasurer Ingrid Stafford Richard Romano get a reasonable start — that’s very appealing. Then there’s the Bart Rocca Kevin Mott Larry Ter Molen L. Dean Scane Maureen Powers Larry Singer purely financial aspect. Grand Victoria’s matching grant let me double Anne Murdoch The Hon. Elizabeth Tisdahl George Simon Program Officer Ingrid Stafford my money, and I’m all in favor of doubling my money! Plus with Richard Peach William Smith Kim Perutz 3 Stacy Sochacki Leadership Evanston find us at: Communityworks you make a one-time donation, then the revenue Eric Robison 1 alumni council Thomas Stonecipher John Allen James Suhr Steering Committee generated by that endowment sustains the program for many years.” Shabnum Sanghvi Tom Altman evanstonforever.org Frederic Artwick Thomas Terry Keith Sarpolis Leslie Brown 1 Carol Balkcom Decature D. Tounsel, Sr. Rocca has been an active ECF supporter since the 1990s, both Sandra Waller Shelton Vickie Burke 2 Sylvia Bateman Thomas Valenti Foundation staff: Ronna Stamm, vice chair Bridget Calendo financially and through service with Leadership Evanston. “We’re 2 Lester Blair Edgar Vanneman Hugh Williams R.J. Coleman 847.492.0990 fortunate to have such a vibrant community foundation,” he says. William Breen Shirli Vanneman 1 Tim Eberhart 1 Joined in May 2012 Betty Brugger Ernest Vasseur “Those are very valuable dollars that the foundation generates — 2 Ended term in December 2011 Margaret Gergen Bill Campbell Faith Vilas* 3 Completed term in May 2012 Vidette Bullock Mixon on the cover they’ve been tremendously beneficial to the nonprofits I’m familiar with. John Chapman David Wagner Front cover: Cynthia Kasper; Fr. Robert Oldershaw Compton Chase-Lansdale Sarah Wagner Jessica Gonzalez and daughter I’m pleased that it’s established a reasonable growth path in difficult Monique Parsons Joy Creamer Seth Weinberger Khloe. Back cover: Jonathon Bart Rocca economic times. It’s nice to live someplace where there are so many Deb Danson Payson Wild Connerly-Bey, Gary Arnold, Rev. Warren Smith efforts going on to strengthen the community.” Beth Davis Diane Williams Catherine Rocca, Omari Roberts. Cynthia Witherspoon James Davis Hugh Williams Judy Witt Ken Davis Jerry Williams 1 Lorenzo Dawson Joined in June 2012 Stephen Wilson 2 Completed term June 2012 Natasha Deutsch* Arnold Winfield writing: Mary O’Connell, Jeremy Barrows Rosanne Dineen Ray Winninger Leadership Evanston design: chrismer + mardock Jerry Donohue Arthur Winter Advisory Committee communication design Sue Durburg *deceased Paul Arntson principal photography: Jeffrey Emrich Sue Brady William Burlingham Betsy Engelman community Helen Gagel and Marla Felcher Carol Henes William Friedlander representatives on Delores Holmes Carolyn De Swarte Gifford board and advisory Maxine Lange Sandy Gross Jay Lytle Joseph Hagee committees Lorraine Morton Carol Henes 25th Anniversary Betty A. Papangelis James Hoel Claire McCarthy Peterson strategy Ernest Jacobi Peter Braithwaite Eleanor Revelle Colleen Chappelle Judith Jobbitt Ingrid Stafford Carolyn Dellutri Rose Johnson Robert Teska Stephanie Kaplan Jane Grover James Kauffman Liz Krupkin root2fruit Advisory Board Esther Klatz Gretchen Livingstone Ann Mammel Balusek James Kogen* Jane McCarthy Helen Hilken Sharon Komlofske Brian Miller Matthew Moy Johnson Lucile Krasnow Lynette Murphy Falona Joy 2 Iris Krieg Brooke Saucier Joi-Anissa Russell 2 Duanne Kullberg Loyce Spells Singer Maxine Lange Mary Adams Trujillo 1 1 Joined in June 2012 Audit 2 Completed term June 2012 + Ingrid Stafford Climate Action Advisory Committee Susan Besson Catherine and Ellen Galland Steve Perkins Bart Rocca Eleanor Revelle

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