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0 2015 Annual Report CELEBRATING OUR 20 YEAR JOURNEY 2015 ANNUAL REPORT 0 1 $37.5 million in total assets $1.7 million in contributions received $1.3 million awarded in grants and scholarships to our community 2015210 funds established since 1995 200+ volunteers supporting the Main Street Community Foundation Honored with a Special Recognition Award for ongoing support of For Goodness Sake TABLE OF CONTENTS OUR VISION To be widely recognized as the comprehensive center for A Message to Our Neighbors 3 philanthropy in the communities A New Home 3 of Bristol, Burlington, Plainville, Plymouth, Southington and ANNIVERSARY STEWARDSHIP OF ASSETS Wolcott The Main Event 20th Anniversary 4 Donor Advised Funds 27 Celebration Agency Endowments 27 20 Grants in 20 Days 6 Designated & Project Funds 27 OUR MISSION An Interview with the Founders 8 Field of Interest Funds 28 Building on a Legacy of Leadership 9 Scholarship Funds 29 To enhance the quality of life Unrestricted Community Funds 30 for both present and future GIFT PLANNING Sustainability Funds 30 generations in the communities we Funds Established in 2015 10 Burlington Community Fund 31 serve. We accomplish our mission Becoming a Donor/Establishing a Fund 13 Make a Mark Region 10 Enrichment Fund 31 by encouraging and promoting: Bequests – Tracy Family Legacy 14 Plainville Community Fund 32 Planned Giving/The CornerStone Society 15 Women & Girls’ Fund 32 Barnes Memorial Trust 33 • Gift Planning EFFECTIVE GRANTMAKING Friends of the Foundation 34 • Prudent Stewardship of Assets 2015 Grant Distributions 16 Gifts Received in 2015 35 • Effective Grantmaking 2015 Scholarships and Awards 22 • Community Leadership 2015 Officers, Directors & Committees 42 COMMUNITY LEADERSHIP Financial Statements 43 DataHaven: Survey Provides 25 OUR CORE VALUES Neighborhood-Level Data Ending Family Homelessness 25 Excellence, Integrity, Inclusiveness Building Capacity of Local Nonprofits 25 and Transparency in all we do. 2 A 20TH ANNIVERSARY MESSAGE TO OUR NEIGHBORS Surprise grants, milestone donations, cake, Street Community Foundation to fund a new early 2016, we bid farewell to highly respected confetti, and an elegant farm-to-table dinner initiative, respond to an urgent community need, Board members Barbara Fontaine and Anita experience marked 20 Years of Giving in Your or proactively address an emerging need. Our job Hamzy. We welcomed Kathy Reinhard and Byron Community! Whether you are a long time is to honor donor intent, and to make sure every Treado. To each and all, we are very grateful supporter or have recently discovered the Main donation finds its way to the most deserving for their generous donation of time, talents and Street Community Foundation, you know that we organizations. The collective philanthropy of all community knowledge. The current Board of exist to help generous people fulfill their charitable who have supported and continue to support Directors has begun the discovery process for goals right here in your local community. As the MSCF will sustain a permanent source of funding a new strategic plan for the future of the Main most comprehensive philanthropic center serving for the benefit of your neighbors – forever. Street Community Foundation based on what the residents and neighborhoods of Bristol, matters most to the people that live in our region. Burlington, Plainville, Plymouth, Southington and Our adherence to sound financial practices led to Wolcott, we facilitate local giving to raise the an unqualified audit opinion of our 2015 financials By continuing our 20 year tradition of being a quality of life for all citizens in the communities we from the accounting firm King, King & Associates, community foundation of significance, we will serve. Stewarding just over $37.5 million in assets PC. We are happy to report that although the have much to celebrate when we reach our next in over 200 funds, the Foundation has awarded investment markets continued to be volatile, our anniversary milestone. You can RSVP by joining over $12 million in grants and scholarships since investment strategy resulted in a 1.4% net return. our efforts now, if you have not already done so. its establishment in 1995. This special 20th Additionally, Main Street Community Foundation We’d love to see you in MSCF’s 25th anniversary anniversary edition of the annual report shares the is confirmed in compliance with the National edition! stories of our history, donors, and the investments Standards for U.S. Community Foundations. made in your community. Volunteer leadership is a cornerstone of our With sincere gratitude, So how do all these good things happen? It organization. The many dedicated volunteers who begins with YOU! Many individuals, families serve on our Board of Directors and committees Susan D. Sadecki, MBA John A. Letizia, CPA and businesses have put their trust in the Main are essential to the fulfillment of our mission. In President & CEO Chairman of the Board We facilitate local giving to raise the quality of life for all citizens in the communities we serve. A NEW HOME Only three weeks into the Foundation’s 120 Halcyon Drive in Bristol. extremely welcoming. And thank you to 20th anniversary year, there was a cause This move would not have happened the Foundation’s Board of Directors for for the year’s first celebration. We moved without numerous dedicated individuals. all the support and dedication as well to a new office. A small group of volunteers dubbed the as the Foundation’s staff for executing a Building Committee worked tirelessly to seamless move. The Foundation’s 20 year journey started in find the Foundation a suitable home. Thank the corner of the Fletcher-Terry Company you to those Committee members: David The Foundation has expanded to better office before relocating a year later Aldieri, Margi Fletcher, Bud Funk, Jan serve you and the communities of to 10 Main Street in Bristol. Webster Neri, John Scarritt, Jeff Sonenstein and Bristol, Burlington, Plainville, Plymouth, Bank generously leased the Foundation Bill Tracy. A sincere thank you to Margi Southington and Wolcott. But do not a two-room office rent-free for three Fletcher who used her interior design worry – the Foundation is not changing years. In 2005, the Foundation moved skills to completely outfit the new office its name because it is no longer on Main further up Main Street and settled in to with furniture, fresh paint and new carpet; Street! The name was created after one of a historic building with two other local she turned it into a “home.” Special our founders, Hap Barnes, realized there organizations. However, after nearly a appreciation goes out to Bill Mascetti was a Main Street in every community decade at 200 Main Street, the Foundation and everyone at ACG North America, the Foundation serves. So although our once again outgrew its office space and our landlord and neighbors who helped address changed, our mission – and our moved a couple miles down the road to coordinate the move and who have been name – remains the same. 3 20TH ANNIVERSARY 20TH 0 ANNIVERSARY 4 THE MAIN EVENT: CELEBRATING OUR COMMUNITY ROOTS 20TH ANNIVERSARY The Main Street Community Foundation celebrated its 20th anniversary with many friends at Hill-Stead Museum in Farmington on September 12, 2015. The Main Event celebrated the journey from the Foundation’s establishment in 1995 to its 20th anniversary in 2015 with a unique farm-to-table gathering. Guests enjoyed tours of the Museum The evening’s festivities resulted in net supported the event through ads and and cocktails in the sunken garden while proceeds of over $100,000 to support the donations; and the Event Committee for listening to the instrumental quintet of Bob Money in Motion Fund at the Foundation making this event a success! D’Angelo, Greg Hahn, John Mobilio, Jim to advance community leadership Santucci and Rich Theriault. As the night initiatives. These initiatives address For more photos of the memorable progressed, the guests moved under the challenges and respond to the pressing evening, visit the Foundation’s grandiose tent and relished an incredible needs of your communities. Facebook page. meal on elegant farm tables while being serenaded by the melodies of Jack Lynn Thank you to Leadership Sponsors Barnes singing the music of Dean Martin. The Group Foundation and Merrill Lynch evening was capped off by a live auction Wealth Management; all of the sponsors; called by John Terrio. the attendees; the local businesses who THE MAIN EVENT SPONSORS Barbara Franklin & Wally Barnes Valerie DePaolo Furey, Donovan, Tracy & Daly, P.C. Nicole Downes Leadership Sponsors $10,000 KPMG, LLP Val Dumais Barnes Group Foundation John & Barbara Letizia Pattie Dunn Merrill Lynch Wealth Management Micari Financial Group, LLC David England Radcliff Wire, Inc. Margi Fletcher Legacy Sponsors $5,000 Raymond James Barbara Fontaine Thomaston Savings Bank The John & Susan Scarritt Family Lynn Grenier Webster Bank Anita Hamzy Susan Kozikowski Community Partner Sponsors $2,500 The Main Event Committee Kim Lewis Bristol Hospital Event Chairs Julie Matthews Robert M. Caiaze Kris Dargenio and Dawn Nielsen Jackie Merchant Carpenter Companies Heather Nielsen ESPN Brian Albert Mark Peterson Loureiro Engineering Associates, Inc. Leslie Albert Jeanne Radcliff The Hospital of Central Connecticut Alecia Andrews Samantha Rajotte The Ultimate Companies Dawn Angelillo Kathy Reinhard United Bank Jeanine Audette Paul Rochford Jarre Betts Susan Sadecki Supporting Sponsors $1,000 Whit Betts Susan Scarritt COCC Michael Brault Jeff Sonenstein Constitution Advisory Group Todd Burton Erin Wininger Fourslide Spring and Stamping, Inc. Kaye Davis 5 THE FIRST FUND IS STILL POWERFUL Celebrating 20 Years of Giving in Your Community…by Giving Back The first fund established after the Foundation was founded in 1995 was the Bristol Savings Bank Fund. The Fund was established through the merger of Bristol Savings Bank and Webster Bank to allow the Foundation to be flexible and responsive to emerging and changing community needs.
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