Philanthropic Report Building Upon a Solid Foundation 2016

1 www.lvcfoundation.org LVCF ANNUAL REPORT | 2016 The Lehigh Valley Community Foundation is a major philanthropic hub in the region– we know and navigate the landscape of community needs to connect people who care to causes that matter.

Special thanks to LVEDC, Digital Feast, John Kish IV, Discover Lehigh Valley, and grantees for contributing photos to this report 2 LVCF ANNUAL REPORT | 2016 Table of Contents

Fast Facts ...... 4

Annual Letter...... 5

Types of Funds...... 6 George T. Walker Fund List of Funds...... 7 Page 17 New Funds...... 15

List of Gifts...... 16

Rolland L. Adams Society...... 24 Joseph R. Gagnier Legacy Society...... 31 Memorial Fund Page 23 List of Grants...... 33

Program Highlights...... 44

Financial Information...... 46 Kay and Marshall Wolff Board of Governors...... 48 Page 30 Professional Advisors Council...... 49

LVCF Staff...... 50

Lehigh Valley Community Foundation 840 W. Hamilton Street • Suite 310 • Allentown, PA 18101 Confirmed in Compliance with National Standards tel. 610-351-5353 • fax 610-351-9353 • www.lvcfoundation.org for U.S. Community Foundations LVCF ANNUAL REPORT | 2016 3 Fast Facts | FY 2015-16

People who gave Issued

300 Assets 430 Donors Approaching Grants $50 Million

Gifts Added Grants to the Supporting Totaling 11 new Funds Community More than $9.5 204 $3.5 250 Million Funds Million Nonprofits

Almost 80% or $2.8 million stayed in the Lehigh Valley

Building Upon a Solid Foundation

4 LVCF ANNUAL REPORT | 2016 Message from the Board Chair and President & CEO

This past fiscal year has been memorable for the Community recognize that the Community Foundation must be as respon- Foundation, and we thank you—our friends, supporters, and sive as possible to a wide range of needs and opportunities. colleagues—for your tremendous role in shaping the history of the Community Foundation. With this in mind, we intend to grant $300,000 to special proj- ects addressing six key community issues. Those issues are: First, our 200th charitable fund was established by Valley • Mental and Behavioral Health Youth House. Valley Youth House is a Lehigh Valley-based • Cultural Enrichment nonprofit that empowers and strengthens the lives of children • Food and Housing Access and families. This fund marks a significant milestone not only • Environment and Conservation in the Community Foundation’s growth but also in our • Human Trafficking community support and visibility. • Veterans Affairs

The Community Foundation received one of its largest These grants will invite community members to “Be the Spark” bequests ever to establish the Delphine Quinn Perpetual —a spark of awareness, a spark of change, a spark of Fund, a donor designated fund. The Community Foundation connection. We’re very excited about this celebration grant- recognizes Delphine and her advisors for their forward-looking making campaign and look forward to celebrating our 50th. vision and support of the community. We would like to thank you for your continued support of We have increased our multi-year Impact Grants to include (1) philanthropy in our community. a five-year, $100,000 grant to the entrepreneur program of the Community Action Development Corporation of Bethlehem, and (2) a five-year, $50,000 grant supporting veteran educa- tion at Lehigh Carbon Community College. Perhaps most impressive, our total grantmaking in this past fiscal year reached a record $3.5 million in support of the widest spectrum of charitable organizations.

On the horizon we will have some very exciting announce- ments about our 50th Anniversary celebration taking place in Michael Stershic Bernard J. Story 2017. Our deep involvement in the community allows us to Chair, Board of Governors President & CEO

LVCF ANNUAL REPORT | 2016 5 Types of Funds

Agency Funds | Focusing on the Nonprofit Mission

Establishing an agency fund allows a nonprofit to focus on its mission while benefiting from the operational efficiencies, oversight and visibility that LVCF offers.

Area-of-Interest Funds | Choosing a Cause An area-of-interest fund supports programs & initiatives that tackle issues of your choosing, such as the environment, camperships, or no-kill animal shelters. A donor-defined area-of-interest fund distributes grants based on the recommendations of a community committee that oversees a specific initiative. A community area-of-interest fund distributes grants based on LVCF’s community research to identify worthy charitable programs in the specified area-of-interest.

Community Partnership Funds | Meeting the Region’s Changing Needs The Scholarship & Award Funds | Community Partnership Funds make sure the needs of tomorrow’s Lehigh Valley are Means to Further Education met. Donors rely on the deep community knowledge & experience of the Community Foundation to support the effective work of nonprofits throughout the region, forever. These funds allow donors to invest in the future by helping deserving students pursue Designated Funds | Defining Your Giving higher education.

Name specific nonprofits to receive grants, and we will make those grants over time. Should circumstances significantly change, our board can put the money to use for other Unrestricted Funds | Supporting similar charitable work. Giving parameters are set at the time the fund is established, so Your Community Endowment your giving is on auto-pilot. It is the most common way to preserve your charitable legacy. The flexibility of unrestricted giving enables Donor-Advised Funds | Remaining Deeply Involved in Your Giving the Community Foundation to respond to the community’s most pressing needs, You recommend a grant, we do the paperwork and due diligence. We offer personalized including its own operations, today and service and deep community knowledge – a true partner in philanthropy. tomorrow.

6 LVCF ANNUAL REPORT | 2016 Charitable Funds FUND SPOTLIGHT

Agency Funds

Bethlehem AAUW Fund Latino Leadership Alliance Scholarship Fund

Charles & Louise Hoffman Fund for the Bach Lehigh Valley Child Care Endowment Fund Choir of Bethlehem Hunter Meckes Memorial Scholarship Fund Bach Choir of Bethlehem Fund Endowment Fund of Meals On Wheels of Boys & Girls Club of Bethlehem Fund Lehigh County, Inc. AGENCY FUND

Boys & Girls Club of Bethlehem Restricted Agency Endowment Fund of New Bethany Endowment #2 Fund Ministries Junior League of the Lehigh Burnside Plantation Fund New Bethany Ministries Endowment-Robinson Valley Agency Endowment Fund Fund Junior League of the Lehigh Valley Agency The Junior League of the Lehigh Valley Fund Endowment Fund ShareCare Fund supports the development of volunteer and United Way of the Greater Lehigh Valley leadership skills for the organization’s nearly Endowment Fund 300 members. These skills are used in programs

David Rabaut United Way Fund For the League has developed to help reduce the Neighborhoods educational gap in lower income communities. Programs include teaching children about United Way of the Greater Lehigh Valley-Thun Endowment Fund healthy eating and fitness in Kids in the Kitchen, promoting family reading and literacy Endowment Fund to Further the Mission of in Book Blast, and preventing “summer slide” Valley Youth House with summer camp at Fountain Hill Elementary School. (pictured).

LVCF ANNUAL REPORT | 2016 7 FUND SPOTLIGHT Charitable Funds

Donor-Defined Area-of-Interest

City of Bethlehem Celebration Fund Lehigh Valley Social Impact Fund

Downtown Allentown Community Lehigh Valley Synergy Fund Development Initiative Fund Northampton County Bar Association Every 15 Minutes Fund Charitable Fund

Lehigh County Medical Society Education Fund PPL Operation HELP Fund

COMMUNITY AREA-OF-INTEREST Lehigh Valley My Brother’s Keeper Fund Saucon Sanctuary Fund The Erwin J. and Gertrude K. Neusch Fund Community Area-of-Interest

Richard E. Gasser Fund Michael C. Schrader Fund This Fund provides grants for charitable programs which benefit residents of Upper Margaret Haas Rotunno Memorial Fund for Leonard A. Wenzel Memorial Fund for South Local No Kill Shelters Bethlehem Bucks County, specifically those in the geographic area served by the Quakertown Lehigh Valley Leader in Me Fund Gene & Joan Witiak Fund and Palisades School Districts. The programs Erwin J. & Gertrude K. Neusch Fund of interest to the Neusch Fund are primarily, Outdoor Recreation Fund for Youth Michael C. Schrader Fund but not exclusively, in arts (including Established in 1985 by Resolution of Lehigh River Fund the Foundation’s Board of Governors industrial arts), education, and rural life. to commemorate the retirement of Attorney Michael Schrader, the Fund Robert D. & Gwendolyn-Jane Romeril supports the work of non-profit orga- (Above) The fund supported scholarships Campership Fund nizations serving the indigent, sick or hungry. Attorney Schrader was the for nursing students at St. Luke’s Hospital‘s Foundation’s first Executive Director William C. Rybak Fund for People with from 1967-1985. regional program in Quakertown, Pa. Disabilities COMMUNITY PARTNERSHIP FUNDS FOR FOUNDATION-DIRECTED GRANTMAKING 8 LVCF ANNUAL REPORT | 2016 Community Partnership Funds for Foundation-Directed Grantmaking

250th Book Fund Community Fund for Health Care Greene Family Fund

E. Spencer & Nellie C. Addison Fund Community Fund for Human Services Deborah S. Haight Fund

Margaret Ann Bachert Fund Daniel-Holben Fund Betsy & Jack Jordan Fund

Frances L. Barnard Fund for Children Lucille F. Driver Fund Lehigh Valley Helping Hand Fund

Randy H. & Ramona A. Bruch Fund Donald & Alice Farquharson Fund Martina M. Malone Fund

Community Fund for Arts, Culture & Heritage Ben Franklin Trust Fund Pine Fund In Memory of Mildred Beck Pine

Community Fund for Education Fund for Community Development Anthony J. Ruggiero Fund

Community Fund for Environment & Science Eugene G. Grace, Jr. Fund

Lehigh Valley Helping Hand Fund FUND SPOTLIGHT In the 1930s, a group of Allentown businessmen and civic leaders met monthly for a lunch. They collected proceeds to assist disadvantaged individuals with serious needs. Their charitable intentions were carried on by their children and grandchildren, through the Helping Hand Foundation. The Foundation was converted to a charitable fund at LVCF to preserve the original intention of the Foundation for generations to come. The fund supports programs and organiza- tions that meet the needs of those who “fall through the cracks” in the provision of social and human services. It contributes almost $30,000 to Foundation-directed grantmaking. COMMUNITY PARTNERSHIP FUNDS FOR FOUNDATION-DIRECTED GRANTMAKING LVCF ANNUAL REPORT | 2016 9 Charitable Funds

Donor-Advised Funds Mike Caruso Fund

Alan & Marsha Abraham Fund Borda Family Fund Client 1st Foundation Fund

Arbor Insurance Group Foundation Fund Cesar Bourdon Memorial Fund Barbara & Maxwell Davison Fund

Arbor Insurance Group Community Fund Geoff & Wenda Boyer Fund Grace Kathryn & Jeffrey P. Feather Fund

Barnette Fund Bethlehem Rotary Club Fund W. Beall & Marlene O. Fowler Fund

Walter & Alma Bastian Fund Building Fund Jean & Paul Franz Fund

BB&T Economic Growth Fund (Lehigh Valley) Burdette Family Fund Stephen & Joyce Gehringer Charitable Family Fund Eric B. & Denise M. Blew Fund Michael J. & Sandra R. Caruso Fund Dolly Haltzman Foundation for the Arts Fund

Herr Fund

Ray & Donna Holton Charitable Fund

Kressler, Wolff & Miller Fund

Sylvia Fenstermacher Lawler Foundation for the Arts Fund

Lehigh County Lawyers’ Charitable Fund

Robert H. & Jean C. Littner Fund

Lötter Family Fund

Lehigh Valley Coalition for Kids Fund

MAK Fund

10 LVCF ANNUAL REPORT | 2016

Charitable Funds FUND SPOTLIGHT Donor-Advised Funds (Continued)

John F. & Jane H. Malloy Fund Justin Sheftel Memorial Fund

L. Charles & Ruth H. Marcon Fund Star Foundation Fund

Dr. Richard D. Martin Memorial Fund Stershic Family Fund

McNairy Family Fund St. Luke’s Hospital Medical Staff Fund

McNairy Fund Glenn M. Taggart Memorial Fund DONOR-ADVISED FUND

Olexa Family Foundation Fund Jack & Ann Follett-Terres Fund For Compassionate Care Cesar Bourdon Memorial Fund Ronald R. Perin Fund Donald H. & Mary R. Trautlein Fund Cesar Bourdon was known by many as a Angela René Pessina Foundation Fund happy and generous man, always willing to Two Tunics Fund Matthew & Erika Petrozelli Fund help his family and others. During the Charles Versaggi Futures Fund Blizzard of January 2016, the 54-year-old Pharo Family Fund naturally went outside to help clear pathways Wombat Fund for his elderly mother and neighbors at the Prometheus Fund Little Lehigh Manor apartments in Allentown. Ilene & Robert Wood Striving To Make A Raymond-Cryder Donor Advised Fund Difference Fund But, after the strenuous shoveling, Cesar collapsed and died from a heart attack. J.B. & Kathleen Reilly Fund Betty & Scotty Wood Memorial Fund The story of Cesar’s generous spirit has Donor-Advised Funds Stella C. Yee Memorial Fund warmed the hearts of so many people. Talen remain a popular vehicle Energy Corporation and Paul & Kym Farr James & Naomi Yergey Fund for charitable giving established the Cesar Bourdon Memorial Fund Ryan J. Zawada Memorial Fund in March 2016 to preserve Cesar’s legacy of 4 New DAFs in 2015-16 helping people, particularly the Lehigh Valley’s senior citizens.

LVCF ANNUAL REPORT | 2016 11

FUND SPOTLIGHT Charitable Funds Donor Designated Funds

William B. & Elizabeth Behr Agocs Geophysical Equi-librium Therapeutic Horsemanship Fund Research Fund Fowler Family Fund American Red Cross-Lehigh Valley Chapter Fund Joseph R. Gagnier Memorial Fund

Clayton W. & Helen H. Bernhardt/V.J. Pazzetti, Marion Brown Grace Memorial Fund Jr. Fund Luther J. Hottle Fund DONOR DESIGNATED FUND Bethlehem & Morning Star Rotary Clubs Scholarship Fund in Remembrance of Stephen Nancy S. & Charles E. Keenan Endowment Fund P. Godbolt Equi-librium Therapeutic Barry M. Kessler Charitable Fund Benjamin C. Boylston-Kemerer Museum Fund Horsemanship Fund Kenneth & Elizabeth Kressler Fund Benjamin C. & Eleanor A. Boylston Fund for the The fund serves as one of Equi-librium’s Lehigh Valley Chapter, American Red Cross Deborah A. Libricz Memorial Fund endowments and provides an annual grant to support the organization’s mission. The Fund Boys & Girls Club of Bethlehem Restricted Magee Family Fund Endowment #1 Fund was established by an anonymous donor who Charles & Ruth Marcon United Way Fund generously wished to make a permanent impact. H. Bridges & Lucile P. Boylston Fund for First Presbyterian Church of Bethlehem, PA Mary & Jack McNairy Fund Equi-librium was founded in 2001 to serve children, youth and adults from Lehigh, Mon- Camp Compass Fund Dr. Russell E. Morgan, Sr. Fund

roe and Northampton counties of Eastern Patrick J. & Christine Connell Fund Delphine Quinn Perpetual Fund Pennsylvania who face physical, developmen- tal and/or psycho-social challenges. Over 100 Marjorie S. & Joseph E. Correll Fund Raymond-Cryder Designated Fund individuals and groups come to the farm every week to participate in highly effective programs Daniel-Holben Designated Fund Safe Start Fund that help children with autism, developmental Leonard R. Dimmick Fund for Burnside Plantation Salesian Center Fund delays, cerebral palsy, at-risk behaviors.

12 LVCF ANNUAL REPORT | 2016

FUND SPOTLIGHT

Arthur E. Schaeffer Trust Fund Scholarships and Award Funds

Shoemaker-Bond Home Association, Inc. Fund Elizabeth Behr Agocs Scholarship Fund

Theatre Organ Arts Fund Ann C. Bernard Memorial Scholarship Fund

Thun Fund Bethlehem Educational Scholastic Trust FUND SPOTLIGHT (B.E.S.T.) Fund George T. Walker Charitable Fund Debra “Frau” Brown Memorial Scholarship SCHOLARSHIP FUND Yergey Fund for Muhlenberg College Fund

Warren W. York Fund To Benefit The United Reverend Douglas Caldwell Fund for Nursing The Reverend Douglas Caldwell Way Of The Greater Lehigh Valley Excellence Fund for Nursing Excellence Truman L. Frey, Jr. Scholarship Fund Established in 2014 through a gift from Miss Pennsylvania Scholarship Fund Reverend Caldwell’s friends and colleagues at Dr. Joseph A. Perna & Hilda Ramos Perna Bethlehem Area Moravians (BAM), the Fund Memorial Scholarship Fund provides grants to Moravian College and St. William & Jamie Soukup Reid Memorial Luke’s Hospital School of Nursing for award- Grow-A-Fund Scholarship Fund ing scholarships to students in their final year of study in preparation for a career in Nursing. Dr. Charles L. Best Fund Arthur E. & Myrl G. Schaeffer Scholarship Fund The Fund was established in remembrance of Calabrese-Collina Wedding Celebration Fund Anthony Severo Memorial Scholarship Fund Rev. Douglas Caldwell, a former member of the board of trustees of the BAM, Moravian Andrew Rabbat Memorial Music Scholarship Justin Sheftel Scholarship Fund Fund College, St. Luke’s Hospital, and the Lehigh Woman’s Club of Bethlehem Fund Valley Community Foundation. Anthony Severo Memorial Grow-A-Fund

LVCF ANNUAL REPORT | 2016 13 CharitableCharitable FundsFunds

Scholarships and Award Funds (Continued) 204 Charitable Funds: by Count Katie Stauffer Memorial Fund Stephanie Olexa & Seth Weber Scholarship Fund

Catherine Hilaire Thompson Nursing WHS 2006 Football Champions Scholarship Fund Scholarship Fund Betty Williams Memorial Scholarship Fund Edwin F. Van Billiard Scholarship Fund

Unrestricted Funds

Adams Final Fund Globe Times/WGPA Charities Fund

Rolland L. Adams Fund Carol Dean Henn Community Fund

Rolland L. & Pauline H. Adams Fund Kutteroff Family Fund 204 Charitable Funds: by Dollars Aaron Burr Baldree Fund Frank L. Marcon Fund

Madeline S. & Frank R. Barnako Fund Horace R. Miller Fund

Clayton W. & Helen H. Bernhardt Fund Operating Endowment Fund

Bethlehem 225th Anniversary Fund Perna Family Fund

Buckley Family Fund Albert M. Reed Fund

Dorothy & Joseph Conroy Fund Katharine March & Stanley J. Thomas Memorial Fund Helen Adams DeRiemer Fund

14 LVCF ANNUAL REPORT | 2016 New Charitable Funds

AGENCY FUNDS

• Endowment Fund to Further the Mission of Valley Youth House

DONOR-ADVISED FUNDS

• Stephen & Joyce Gehringer Charitable Family Fund • BB&T Economic Growth Fund (Lehigh Valley) • Cesar Bourdon Memorial Fund NEW FUNDS • Charles Versaggi Futures Fund FY 2015-16 DONOR DESIGNATED FUNDS 11

• Barry M. Kessler Charitable Fnd • Delphine Quinn Perpetual Fund

AREA-OF-INTEREST DONOR DEFINED FUNDS

• Lehigh Valley My Brother’s Keeper Fund • Lehigh Valley Social Impact Fund • Northampton County Bar Association Charitable Fund • PPL Operation HELP Fund

LVCF ANNUAL REPORT | 2016 15 GIFTS 2015-16 THANK YOU Donors (Alphabetical by Last Name)

Marsha & Alan Abraham Dr. Robert D. Barraco Mr. & Mrs. Ronald S. Bracalente

Mr. & Mrs. Wayne Achey Karen & James Beerer Honorable Lawrence J. Brenner

Richard Adams, Jr. William M. Berger Carole K. & Keith A. Brown

Association of Fundraising Professionals Mr. & Mrs. Steven Bergstein Marguerite H. & W. Douglas Brown Eastern Pennsylvania Chapter Raymond K. & Helen I. Berk Fund Brian Buckelew Mimi & Kamran Afshar Louis E. Bernard Butz Foundation Air Products Joseph C. Bernstein Dolly & Lee Butz Mike & Lynn Albarell Bethlehem Health Bureau Staff Greg L. Butz Margaret & Robert Anderson Bethlehem Shared Services Cactus Blue Sarah M. Andrew Shirley K. Bilheimer Joseph Cahill Richard Angel Denise & Eric Blew Kathy & Anthony Calabrese Ettore J. Angelo David Bloys Mr. & Mrs. Santino Calantoni Anonymous Donors Sandra L. & Michael J. Bodnyk Juan Camacho Honorable & Mrs. James T. Anthony Helen & Geoff Borda Carla & Thomas Campbell George & Judith Arangio Foundation Trust Frank & Beth Ann Williams Boyer Capital Blue Cross John & Dorothy Ashcraft Wenda & Geoffrey Boyer Faust E. Capobianco IV Honorable & Mrs. John E. Backenstoe

16 LVCF ANNUAL REPORT | 2016 The George T. Walker Fund Grants from the Fund have included: Profile in Philanthropy St. Jude Children’s Research Hospital – Proton Therapy Center & Preparation Room: Proton George Walker lived a humble life in the Pocono Mountains of Pennsylvania. He was very Beam Therapy is the most advanced form of radiation technology. St. Jude’s Proton Therapy generous, and he was especially careful to support organizations doing so much for their Center is the first in the world dedicated solely to children and designed for young patients. communities without asking for reimbursement or charging fees. He wished to continue this legacy of “helping those who help others” after his lifetime. He sought guidance from his Guiding Eyes for the Blind – Pennsylvania Challenge Grant: This innovative grant ap- financial advisor and estate planning attorney on how to incorporate his charitable wishes proach was a dollar-for-dollar challenge to leverage the Walker Fund to raise additional into his estate plans. The legacy gifts resulting from his considerable estate had the support from other donors across Pennsylva- potential for significant impact. His professional advisors recommended a charitable fund nia. at the Lehigh Valley Community Foundation as a way to give to organizations in his Salvation Army of East Stroudsburg – Emer- gency Shelters: Grants have supported an absence. Read George’s story at www.lvcfoundation.org important shelter facility for single men and single women, a separate unit for single moth- er and child, and townhouse family shelters for multiple families. LVCF ANNUAL REPORT | 2016 17 GIFTS 2015-16 Donors Continued (Alphabetical by Last Name)

Attorney & Mrs. Douglas Cappellini Michael & Colleen Daigle William Ehrlich

Patty & Ian Carlis John Lisy Daniel & Carol Holben Daniel Thomas H. & Beverly B. Eighmy

Michael J. Caruso Kevin F. Danyi Paul & Kym Farr

Centennial Education Foundation Dita & John Daub Jeff & Kathy Feather

Century Fund Maureen & David Decker Lynn & Samuel Feldman

Johanna & Mark Chehi Judith A. Dexter First Northern Bank & Trust

Mary Ann & Gregory Christensen Dimmich, Dinkelacker & Anewalt, P.C. Fitzpatrick Lentz & Bubba, P.C.

City Center Investment Corporation Shawn Donahue Kim Fremont Fortunato

City of Allentown Robert E. Donatelli Beall Fowler

Client 1st Financial Lois Doncevic-Hankins David C. Frame, M.D.

Kathleen M. Collins William E. Doyle Barry Frey

Christine & Patrick Connell Duggan & Marcon Inc. Barbara & James Fromhartz

Cookross Dunne Manning, Inc. Frances A. Fruhwirth

Estate of Joseph E. Correll, Jr. Cynthia A. Lambert Durham & Gadomski Foundation Fred S. Durham III Sally & Joseph Corvino Susan & Bob Gadomski William H. Eckensberger, Jr. County of Lehigh Honorable James Knoll Gardner Jim Edwards Bonnie Coyle & Joel Ronco Joyce & Stephen Gehringer

18 LVCF ANNUAL REPORT | 2016 THANK YOU

Nana-Marie & William Gernerd Jill L. Hahn

Dr. Eric J. Gertner John J. Harakal

Mr. & Mrs. Edward Giera Judith A. Harris, Esq.

Jeffrey L. Gilbert Ethel & Fred Harvey

Elizabeth R. Graver Edmund G. Hauff

Greater Lehigh Valley Chamber of Commerce Mr. & Mrs. John S. Hayes

Greater Lehigh Valley Independent Practice Peggy & Bill Hecht Association Kent H. Herman, Esq. Karen Green Trisha & Gary Higgins Jeffrey L. Greenwald Mr. & Mrs. Harry E. Hill Bill & Mimi Griffin Gavin P. Holihan Antonia Grifo Donna & Ray Holton Gross McGinley, LLP Luther J. Hottle, Jr. Jennifer L. Grossi Billee & James Hurley Dr. & Mrs. Dale Grove, Jr. Abele A. Iacobelli Kimberly Haas Ironton Elementary School Susie & Jim Haering Camille JeBran

LVCF ANNUAL REPORT | 2016 19 GIFTS 2015-16

Joanie & Scott Jones Pat & Stan Kunka

Junior League of the Lehigh Valley Attorney Stephen & Marion Lanshe

Emil W. Kantra II Paul A. Lauricella

George & Barbara Karr James I. Lawler

David & Jean Kelley Lehigh Gas Foundation

Barry M. Kessler Lehigh Gas Partners

Keystone Savings Foundation Lehigh Valley Health Network

Dr. & Mrs. John Kintzer Tim & Colleen Lewis

Sponsors Patrick & Renee Kleaveland Robert H. & Jean C. Littner • Abraham, Borda, Corvino, Butz, LaValva & Company, PC E. Keller Kline, III Sandy & Bob Lovett • Eric B. & Denise M. Blew Fund • Norris McLaughlin & Marcus, P.A. Amy & Michael Klotz Pat & Tucker Lyons

• Butz Foundation Tara & Jim Knicos Machs Gute Pub & Grille Inc.

Corporate Match Michele & James Kosh, Jr. Elizabeth & Robert Malacoff • Merck Foundation • Microsoft James J. Kozuch William G. Malkames

Ken & Beth Krick Jennifer Mann In-Kind • DeSales University Stephanie & Bob Kricun Charles & Ruth Marcon • Elizabeth Mulrine Catering • Martha Phelps Natalie & Scott Kriner Meredith & James Margolis • Special Events Tents & Party Rentals • Valley National Financial Advisors Gwin M. Krouse Estate of Christine J. Martin

20 LVCF ANNUAL REPORT | 2016 Donors Continued (Alphabetical by Last Name) THANK YOU Maria C. Mullane Martha Phelps & Clyde Halstead Honorable James B. Martin

Christine F. Murphy Honorable William & Mrs. Maureen Platt Pamela Martin

Christine & William Murphy Ellen Porette Susan G. Maurer

Furaha Mushingi Dave & Lois Post Richard Mayberry

National Penn Bank PPL Services Corporation Will Mayhall & Linda Foell

Vanessa M. Nenni Estate of Delphine S. Quinn Natalie McCabe

New Bern Historical Society Attorney Audrey & Mr. Guillermo Racines James J. McConnell

New Bethany Ministries Ann & Peter Raines Robin S. McCool

Noonan & Prokup Mr. & Mrs. Brian Regan Slade H. McLaughlin

Northampton County Bar Association Honorable Edward Reibman Attorney Donald & Mrs. Julia Miles

Andrew Offenbacher Ruth & Joseph Reichard Attorney C. Steven & Mrs. Rill Ann Miller

Dr. Stephanie Olexa & Attorney Seth Weber Anne & James Reid Nancy Ann & Marvin Miltenberger

Judith & Bruce Palmer J.B. & Kathleen Reilly Lisa & Robert Moatz

Kay & Michael Park John & Nora Reilly Barbara & Robert Moffett

Carol & David Pearce Meredith & Aaron Rettaliata Matthew Moors

Honorable & Mrs. Henry S. Perkin Cynthia & Jeffrey Retterer Cassie & Rick Moors

Peter P. Perry Dorothy Rider Pool Health Care Trust Thomas Moroz

Rev. Canon Gwendolyn-Jane & Robert D. Michael & Michele Pessina Michael E. Moyer, Esq. Romeril

LVCF ANNUAL REPORT | 2016 21 GIFTS 2015-16 Donors Continued (Alphabetical by Last Name)

Ashley & Joe Russo John O. Stover, Jr., Esq. Peter J. Tsihlis

Saleem S. Saab Melinda & Christopher Stumpf Turczyn Law Offices

Sacred Heart Healthcare System SUEZ Energy Resources NA, Inc. Michael C. Usher

Lorrie Scherline SVCC Men’s Golf Committee Valley Youth House

Melissa L. Schwartz Jon A. Swartz Robert Van Horn

Scoblionko, Scoblionko, Muir & Melman Glenn M. Taggart Family Foundation Michele A. Varricchio

Carolyn Scott & W. Robert Simpson Talen Energy Holly A. Vaughn

John P. Servis Nora Lee Tarney Jennifer & Louis Ventura

Linda & Elliot Sheftel Chris Taylor Charles Versaggi, Jr.

Ronnie & Matt Sorrentino Jack Terres & Ann Follett-Terres Beverly & Ambrose Virgo

Mr. & Mrs. Donald A. Squair Anne & Robert Teufel Sally & John Virgo

St. Luke’s University Hospital David & Wendy Littner Thomson Vision Entertainment Group

Helen Z. Stauffer Catherine A. Tighe Judy & Bruce Waldman

Steckel & Stopp, Attorneys-at-Law Jeffrey Tomlinson John Walton

Sybil & Michael Stershic Trainor Law Offices Andrew & Kris Warner

Sam & Barbara Stettler Patricia Traynor Mr. & Mrs. Jonathan P. Warner

Maggie & Tom Stoneback Mr. & Mrs. Barry L. Treadwell Kimberly A. & Robert E. Weinberg Robert A. Weinert Bernard & Margaret Story Harry C. Trexler Trust

22 LVCF ANNUAL REPORT | 2016 THANK YOU

Robert G. Weiss Family Foundation

Wiener & Wiener, LLP

Susan Ellis Wild

Deborah Williams

Kay & Marshall Wolff

Judy & Doug Woosnam

Attorney & Mrs. A. Judd Woytek

Kathryn Wright Joseph R. Gagnier Memorial Fund

James & Naomi Yergey Profile in Philanthropy

Donald S. Young In 2005, the parents of Joseph Gagnier, a young man lost to suicide, established a

Mary & Edwin Youtz designated fund at the Community Foundation. On March 13, 2016, his mother Mary Youtz, presented a talk of remembrance and encouragement at the BuxMont Unitarian Zamborsky & Zamborsky Law Offices Universalist Fellowship, in Warrington, Pa. Read Mary’s words, Reaching for Healing Joseph A. Zator II and Hope, on the Foundation’s website, www.lvcfoundation.org.

Diane & Joseph Zawada The fund was established by Mary and her husband to remember Joseph by Susan B. & Edward G. Ziegler providing for annual grants to the Boys & Girls Club of Allentown for the Make Your

Michael Zisman & Linda Gamble M.A.R.K. Program, which stands for Motivated Academically Ready Kids. It is an after- school tutoring program where teachers tutor students in grades 2 through 5 in reading, writing and math. Joe majored in elementary education and he loved interacting with children, so his legacy continues through these grants.

LVCF ANNUAL REPORT | 2016 23

Rolland L. Adams Society

Donors who have cumulatively donated in Governors Club excess of $500,000 to an active LVCF fund.

Rolland* & Pauline* Adams Charles & Ruth Marcon

Dr.* & Mrs.* William B. Agocs National Penn Bank

Anonymous Donors Pharo Family Foundation

Walter & Alma Bastian Foundation Louise Moore Pine*

William H. Burdette* Delphine S. Quinn*

Michael J. Caruso Raymond-Cryder Foundation

Lawrence W.* & Nancy R. Herr J.B. & Kathleen Reilly

Luther J. Hottle, Jr. George T. Walker*

Lehigh Valley Helping Hand Foundation

All gifts to the Lehigh Valley Community Foundation have an important impact on the Lehigh Valley community. The generosity of individuals and organizations enables the Foundation to continue with its mission to improve the quality of life within the Lehigh Valley. Support is critical to the mission of the Foundation and the health of the Lehigh Valley community.

24 LVCF ANNUAL REPORT | 2016 The Rolland L. Adams Society is the Foundation’s leadership giving society Rolland L. Adams Society established to recognize and honor the generosity of our donors. 1967 Rolland Adams is one of Donors who have established or directed the founders of the Lehigh Philanthropists Club the establishment of endowed funds Valley Community Foundation. Born in rural Rolland* & Pauline* Adams Mr. & Mrs. Benjamin C. Boylston Huntingdon, Pennsylvania, Rolland Adams attended Dr.* & Mrs.* William B. Agocs Carole K. & Keith A. Brown Dickinson College before Anonymous David F. Brown becoming a bank exam- iner. He purchased the Arbor Insurance Group Ramona A. & Randy H. Bruch Bethlehem Globe Times in Margaret A. Bachert* Marjorie & Walter Buckley, Jr. 1929 at the worst of the Great Depression Frank R. Barnako* Dolly & Lee Butz and turned it around. In addition to being named Publisher and Owner of the Bethle- Frances L. Barnard* Michael J. Caruso hem Globe Times, he was the President of Hank & Joanne Barnette Nancy & L. William Clark the Bethlehem City News Company and the A.B.E. Broadcasting Company. Adams also Walter & Alma Bastian Foundation, Inc. Martin D. Cohen, Esq. purchased the Atlantic City Press. In 1963, Louis E. Bernard Patrick & Christine Connell he purchased 90% holding of both the Pitts- burgh and Bethlehem Coca-Cola bottling Clayton W.* & Helen H.* Bernhardt Joseph M. Conroy* factories. Bethlehem Area Moravians, Inc. Joseph E. Correll, Jr.* Adams was well-known in the community Bethlehem Educational Scholastic Trust John Lisy Daniel & Carol Holben Daniel and was instrumental in the construction of the Bethlehem Public Library. After his Bethlehem Rotary Foundation Honorable Maxwell & Mrs. Barbara* Davison death, Adams became the first million-dollar Denise & Eric Blew Helen Adams DeRiemer* donor in the Foundation’s history with his $1,000,000 unrestricted bequest which, at *Denotes deceased members who are now ‘ad astra’...among the stars. the time, represented a five-fold increase in the assetsLVCF of ANNUALthe Foundation. REPORT | 2016 25 Rolland L. Adams Society

Donors who have established or directed Philanthropists Club the establishment of endowed funds

Leonard R. Dimmick* Keystone Savings Bank Dr. Stephanie Olexa & Attorney Seth Weber

Lucille F. Driver* Elizabeth Kressler* Ronald R. Perin*

Alice M. Farquharson* Kressler, Wolff & Miller, Inc. Dr. Joseph A. Perna*

Linny* & Beall Fowler Karen & Fred Kutteroff Michael & Michele Pessina

Benjamin Franklin* Anne M. & Bruce J. Lawrence Robert Pharo*

Fr. Daniel G. Gambet OSFS Lehigh River Foundation Pharo Family Foundation

Richard E. Gasser* Lehigh Valley Coalition for Kids Roswell Dean Pine* & Louise Moore Pine*

Mary & Robert* Gedney Lehigh Valley Helping Hand Foundation Delphine S. Quinn*

Joyce & Stephen Gehringer George J. Libricz, Jr. Raymond-Cryder Foundation

Franklin B. Gillespie, Jr.* Robert H. & Jean C. Littner Erma L. Reed*

Eugene G. Grace, Jr.* Martina M. Malone* Anne & James Reid

Deborah S. Haight* Elvira & George Maniatty Thomas E. Rotunno

Louise* & Charles* Hoffman Mary & Jack McNairy Anthony J. Ruggiero*

Luther J. Hottle, Jr. Horace R. Miller* William C. Rybak, Esq.*

Betsy & Jack Jordan Dr. Russell E. Morgan, Sr.* Arthur E.* & Myrl G.* Schaeffer

Nancy S.* & Charles E.* Keenan Erwin J.* & Gertrude K.* Neusch Larry & Jean Severo

26 LVCF ANNUAL REPORT | 2016 THANK YOU

Donors who have cumulatively given at least $10,000 for LVCF unrestricted Community Supporters Club use, to non-endowed funds or to an existing endowed fund.

Jack Terres & Ann Follett-Terres Marsha & Alan Abraham Mr. & Mrs. Benjamin C. Boylston

Katharine M.* & Stanley J.* Thomas Air Products & Chemicals, Inc. Carole K. & Keith A. Brown

David & Wendy Littner Thomson Air Products Foundation David F. Brown

Liz & Ferd Thun Anonymous Donor Marjorie & Walter Buckley, Jr.

Elizabeth & Samuel Torrence Arbor Insurance Group William H. Burdette* George T. Walker* Frank R. Barnako* Dolly & Lee Butz Dr. Leonard A. Wenzel* Hank & Joanne Barnette Butz Foundation Gene & Joan Witiak Raymond K. & Helen I. Berk Fund Capital Blue Cross Kay & Marshall Wolff

Louis E. Bernard Michael J. Caruso Family of Stella Yee

Polly & Fred Beste Century Fund Warren W. York Trust

City Center Investment Corporation Mary & Edwin Youtz Bethlehem Rotary Foundation

Bethlehem Steel Corporation City of Allentown

Denise & Eric Blew Client 1st Financial *Denotes deceased members Helen Coleman* who are now ‘ad astra’... Helen & Geoff Borda

among the stars. Frank & Beth Ann Williams Boyer Christine & Patrick Connell

Wenda & Geoffrey Boyer County of Lehigh

LVCF ANNUAL REPORT | 2016 27 Rolland L. Adams Society

Donors who have cumulatively given at least $10,000 for LVCF unrestricted Community Supporters Club use, to non-endowed funds or to an existing endowed fund.

John Lisy Daniel & Carol Holben Daniel Deborah S. Haight* John F. & Jane H. Malloy

James Doran Dolly Haltzman Foundation Charles & Ruth Marcon

Dorothy Rider Pool Health Care Trust Carol Dean Henn Christine J. Martin*

Jill & Alfred Douglass III Lawrence W.* & Nancy R. Herr Mary & Jack McNairy

Duggan & Marcon Inc. Donna & Ray Holton Moravian Development Corporation

Cynthia A. Lambert Durham & Fred S. Luther J. Hottle, Jr. Thomas Moroz Durham III Dr. & Mrs. Howard Hudson National Penn Bank Educators Mutual Life Barry M. Kessler Northampton County Bar Association Jeff & Kathy Feather Keystone Savings Foundation Michael & Michele Pessina First Union National Bank Richard G. Lang Erika & Matthew Petrozell Michael J. Fischer, CLU, ChFC James I. Lawler Robert Pharo* Linny* & Beall Fowler Lehigh Gas Partners Roswell Dean Pine* & Louise Moore Pine* Paul* & Jean Franz Lehigh Valley Health Network PPL Services Corporation Gadomski Foundation Lutron Foundation Erma L. Reed* Gross McGinley, LLP

28 LVCF ANNUAL REPORT | 2016 THANK YOU

Donors who gave $1,000+ for President’s Club unrestricted use last year

J.B. & Kathleen Reilly Donald* & Mary Trautlein Raymond K. & Helen I. Berk Fund

Rev. Canon Gwendolyn-Jane & Robert D. Harry C. Trexler Trust Helen & Geoff Borda Romeril Trifecta Technology Greg L. Butz Thomas E. Rotunno John* & Ruby* Updegrove DeSales University Sacred Hearth Healthcare System Charles Versaggi, Jr. Beall Fowler Justin Sheftel Memorial Fund Harold A. Wagner Trisha & Gary Higgins St. Luke’s University Hospital Gene & Joan Witiak Cynthia A. Lambert Durham & Fred S. St. Luke’s University Hospital Medical Staff Durham III Kay & Marshall Wolff Sybil & Michael Stershic Charles & Ruth Marcon Ilene & Robert* Wood Glenn M. Taggart Family Foundation Meredith & James Margolis James & Naomi Yergey Jack Terres & Ann Follett-Terres Ann & Peter Raines Diane & Joseph Zawada Katherine S. Merle-Smith Thomas* Ronnie & Matt Sorrentino Susan B. Ziegler John Thompson, Jr. Bernard & Margaret Story

David & Wendy Littner Thomson Kay & Marshall Wolff

Liz & Ferd Thun

LVCF ANNUAL REPORT | 2016 29 Charitable Giving

“The Foundation exists largely to help other people to fulfill their charitable goals and dreams,” Marshall says. His family has been very pleased to have established the MAK Fund, a donor-advised fund at the Foundation. Kay points out that a charitable fund can be flexible. “With the options offered to donors when the fund is created, the fund can continue to be used in a good way even if the initial grantees cease to exist. The concept of ‘legacy’ is almost synonymous with the Community Foundation.”

Kay and Marshall Wolff Through their MAK Fund, the Wolffs have Profile in Philanthropy supported a number of organizations over the years: For Kay and Marshall Wolff, involvement with community organizations and initiatives has • Allentown Art Museum been a special source of satisfaction. Kay has served on the boards of ProJeCt of Easton, • East Area Commuity Center Third Street Alliance, and the Northampton County Historical and Genealogical Society, and • Easton Area Public Library she leads tours at the historic Easton Cemetery. A great deal of Marshall’s community focus • Easton Heritage Alliance • Greater Easton Development Partnership has been on the work, mission, and potential of the Lehigh Valley Community Foundation. • Habitat for Humanity Lehigh Valley Marshall completed two nine-year terms of service on the Foundation’s Board of Governors, • Lehigh Valley Community Foundation and he chaired the Foundation’s finance committee for many years. His day job is serving • Trexler Game Preserve • Lehigh Valley Zoological Society as president of Kressler, Wolff, and Miller Insurance Company, a firm established by • Pennsylvanian Sinfonia Orchestra Marshall’s grandfather in 1923. • Pocono Health Foundation Read Kay and Marshall’s story at www.lvcfoundation.org • ProJeCt of Eason

30 LVCF ANNUAL REPORT | 2016 Legacy Society THANK YOU

Rolland Adams* Michael J. Caruso

Dr. William B. Agocs* Mr. & Mrs. George W. Chapman, Jr.

Anonymous Donors Martin D. Cohen, Esq.

Margaret A. Bachert* Christine & Patrick Connell

Madeline S. Barnako* Phyllis & James S.* Cook

Frances L. Barnard* Joseph E. Correll, Jr.*

Hank Barnette Honorable Maxwell E. Davison The Legacy Society recognizes and Rebecca J. Bartholomew Helen Adams DeRiemer* honors these donors who have David K. Bausch Leonard R. Dimmick* made deferred gifts through their

Raymond K.* & Helen I.* Berk John G. Drauch will or other planned giving to

Clayton* & Helen* Bernhardt Lucille F. Driver* give back through the Community

Dr. Charles L. Best* Cynthia A. Lambert Durham Foundation. We are grateful for their generosity and philanthropic Mr. & Mrs. Benjamin C. Boylston Alice M. Farquharson* vision and are pleased to honor Mr. & Mrs. Merrill Brenner Nancy Flemming and recognize them. Alice M. Brumbaugh Benjamin Franklin*

Arlene E. Butz* Grete & Stanley Furrow

*Denotes deceased members who are now ‘ad astra’...among the stars. LVCF ANNUAL REPORT | 2016 31 Legacy Society THANK YOU

Fr. Daniel G. Gambet, OSFS Charles & Ruth Marcon Linda & Don Robertson

Richard E. Gasser* Betsy & Charles Meredith III Thomas E. Rotunno

Deborah S. Haight* Horace R. Miller* Anthony Ruggiero*

Linda & Ned Heindel Barbara & Robert Moffett Bernard & Margaret Story

Robert Heinsohn Dr. Russell E. Morgan, Sr.* Maria K. & Edward P. Street, Jr.

Carol Dean Henn William F. Murphey Eileen C. Sundell

Louise* & Charles* Hoffman Erwin J. Neusch* Jan Erik Surotchak

Mary Hook Dr. Stephanie Olexa & Attorney Seth Weber Katharine M. Thomas*

Luther J. Hottle, Jr. Ruth S. & J. Spencer* Overholser Susan & Dennis Tretter

Nancy S.* & Charles E.* Keenan Lynne & Chad Paul George T. Walker*

Jean G. Kessler Robert Pharo* Stevie Gay Weart

Anthony A. & Judy A. Krasnicke Louise Moore Pine* Dr. Leonard A. Wenzel*

Sylvia F.* & James I. Lawler Delphine S. Quinn* Robert C. Wood*

Stephen P. Link David Rabaut Mary Youtz

Martina M. Malone* Erma L. Reed*

32 LVCF ANNUAL REPORT | 2016 GRANTS 2015-16 TYPES OF GRANTS

Philanthropic Partner Grants

Allentown Art Museum The Baum School of Art

Allentown Band, Inc. Beat the Streets Philadelphia

Allentown Rescue Mission Bel Canto Children's Chorus of the Bach Choir of Bethlehem Allentown School District Bethlehem Branch - AAUW Allentown School District Foundation Bethlehem Area School District Allentown Symphony Association Bethlehem Soccer Club America on Wheels, Inc. Philanthropic Partner Grants Boys & Girls Club of Allentown Grants from charitable funds established by American Cancer Society-Philadelphia individuals and corporations to support a wide Boys & Girls Club of Bethlehem range of community needs. American Center for Law and Justice Bradbury-Sullivan LGBT Community Center American Diabetes Association Bright Hope Pregnancy Support Centers One-Time Community Grants American Heart Association Foundation-directed grants to meet specific Burnside Plantation, Inc. one-time project needs in Bucks, Lehigh, Monroe American Red Cross of Lehigh Valley-Bucks & Northampton counties. Community Action Committee of the Lehigh American Red Cross of the Poconos Valley, Inc.

Animal Food Bank of the Lehigh Valley Camelot for Children, Inc Multi-Year Impact Grants Foundation-directed five-year grants to support ArtsQuest Camp Compass, Inc. collaborative projects in Lehigh & Northampton counties. Bach Choir of Bethlehem Cancer Support Community of the Greater (Photo) A Shagbark Hickory Tree at Mariton Wildlife Sanctuary Lehigh Valley

LVCF ANNUAL REPORT | 2016 33 PHOTO SPOTLIGHT GRANTS 2015-16 Philanthropic Partner Grants (continued) Carcinoid Cancer Foundation Cross International, Inc.

Casa Guadalupe Center Da Vinci Science Center

Catholic Charities of the Diocese of Allentown Deborah Hospital Foundation

Center for Vision Loss Delaware Valley University

Central Moravian Church DeSales University

Chamber Music Society of Bethlehem Diakon Lutheran Social Ministries

Child Care Information Services, Inc. Drexel University

City Line Little League, Inc. Easton Area Community Center

Civic Theatre of Allentown Easton Area Public Library

Clarks Summit University Effort United Methodist Church

Communities in Schools of the Lehigh Valley Emmanuel Evangelical Congregational Church

Community Action Development Corporation Equi-Librium, Inc. of Bethlehem Evangelical Lutheran Church in America Community Bike Works Feed the Children, Inc. Community Music School First Presbyterian Church of Allentown Community Services for Children Allentown Band First Presbyterian Church of Bethlehem Concordia Evangelical Lutheran Church The Universe at an Exhibition First Presbyterian Church-St. Petersburg Concordia Lutheran Church

34 LVCF ANNUAL REPORT | 2016 GRANTS 2015-16 GRANTMAKING IN 2016 Over 430 individual grants Fordham University Kellyn Foundation to 250 organizations Forgotten Felines & Fidos, Inc. KidsPeace National Centers, Inc.

Friends of Levitt Pavilion at SteelStacks Lafayette College Branch 3 $153,000 Girl Scouts of Eastern Pennsylvania, Inc. Latino Leadership Alliance of the Lehigh Valley Branch 2 Branch 1 $381,000 Good Shepherd Catholic School Lehigh Conference of Churches $2.95 Million Good Shepherd Rehabilitation Network Lehigh County Historical Society $3.5 Guiding Eyes for the Blind, Inc. Lehigh University Million Hawk Mountain Council #528 Boy Scouts of Lehigh Valley Active Life America Lehigh Valley Charter High School for the Arts Hawk Mountain Sanctuary Association Lehigh Valley Children's Centers, Inc. Hispanic Center Lehigh Valley Lehigh Valley Girls Rock Historic Bethlehem Partnership, Inc. Lehigh Valley Hospital Branch 1: Philanthropic Partners Grants Hope Community E.C. Church Through individual donor-defined funds, LVCF Lehigh Valley United makes grants to meet a wide range of needs. Ironton PTO Lehighton Area Soccer Club Branch 2: One-Time Community Grants J. Wood Platt Caddie Scholarship Trust At its discretion, LVCF makes grants supporting The Literacy Center Jewish Community Center of Allentown, PA specific one-time projects. Longswamp Union Cemetery Association The Juilliard School Branch 3: Multi-Year Impact Grants Lustgarten Foundation At its discretion, LVCF makes grants to support Juvenile Diabetes Research Foundation multi-year collaborative projects.

LVCF ANNUAL REPORT | 2016 35 GRANTS 2015-16 Philanthropic Partner Grants (continued)

Lutheran Theological Seminary of Philadelphia National Wrestling Coaches' Association Pennridge Community Center

Masonic Charities Fund National Wrestling Hall of Fame Pennsylvania Sinfonia Orchestra

Mayfair, Inc. Neighborhood Housing Services of the Lehigh Pinebrook Family Answers Valley, Inc. Meals on Wheels of Lehigh County Point Pleasant Presbyterian Church New Bethany Ministries Miller-Keystone Blood Center Pratyush Sinha Foundation New Life Solutions Miracle League of the Lehigh Valley Project Lifesaver International New School Monroe County Conservation District ProJeCt of Easton, Inc. Northampton Community College Foundation Moravian Academy Promise Neighborhoods of the Lehigh Valley Northampton County Historical & Genealogical Moravian Manor Society Reading Choral Society

Moravian Open Door, Inc. Northeast Ministry Repertory Dance Theatre

Moravian Village of Bethlehem NORWESCAP, Inc. Rotary Foundation

Morningstar Senior Living, Inc. Our Lady of Perpetual Help Roman Catholic Sacred Heart Foundation Church Mount Pocono United Methodist Church Safe Harbor Easton Parkland High School Muhlenberg College Salvation Army Greater Philadelphia Parkland School District Education Foundation National Multiple Sclerosis Society Greater Samaritan's Purse PBS39/WLVT Delaware Valley Chapter The School Sisters of Saint Francis Peddie School National Museum of Industrial History The Seed Farm

36 LVCF ANNUAL REPORT | 2016 GRANTEE SPOTLIGHT

Shanthi Project United Friends School of the Greater Lehigh Valley ShareCare Faith in Action United Way of the Greater Lehigh Valley Southern Lehigh Public Library University of Pennsylvania Springfield Township Bucks County Valley Youth House St. Anne Education Endowment Fund VIA of the Lehigh Valley, Inc. St. Anthony Health Foundation Victory House of Lehigh Valley St. Benedict's Preparatory School PHILANTHROPIC PARTNER GRANT Village Earth St. James Lutheran Church Visiting Nurse Association of St. Luke's The Literacy Center St. John's UCC Church West Chester University Foundation St. Luke's University Hospital The Literacy Center is challenged to meet an Wildlands Conservancy increasing student demand for English as a St. Peter's United Methodist Church Wildwood Catholic High School Second Language(ESL) instruction that includes St. Thomas More Church workforce initiatives. With the $15,000 William Allen High School The Theatre Organ Society of the Delaware Community Partnership grant, the Literacy Valley, Inc. Winchester Seniors Association, Inc. Center revamped its ESL instruction to include Third Street Alliance for Women & Children Young People's Philarmonic workforce initiatives which were designed to place students in career pathways and sustainable Trinity United Methodist Church Zion's United Church of Christ employment opportunities. Initiatives included: Turning Point of Lehigh Valley exploring career options; field trips to potential Two Rivers Health & Wellness Foundation employers; and mentoring and shadowing.

LVCF ANNUAL REPORT | 2016 37 GRANTEE SPOTLIGHT GRANTS 2015-16

One-Time Community Grants (Foundation-directed) Diakon Lutheran Social Ministries Allentown Art Museum East Penn Neighbors Helping Neighbors Allentown Band, Inc. Easton Area School District Allentown Public Library Embrace Your Dreams Allentown School District Equi-Librium, Inc. Allentown Symphony Association Friends of Johnston, Inc. Bach Choir of Bethlehem Friends of Levitt Pavilion at SteelStacks Ballet Guild of the Lehigh Valley ONE-TIME COMMUNITY GRANTS Girl Scouts of Eastern Pennsylvania, Inc. Bangor Area School District Good Shepherd Rehabilitation Network Lehigh Valley Audubon Society Bethlehem Area School District Hillside School With a goal of fostering lifelong interest in Bucks County Community College Foundation Holy Family Manor Nursing & Rehabilitation and knowledge of birds, the Lehigh Valley Children At-Promise Early Learning Center Center

Audubon Society held two programs for Civic Theatre of Allentown Laughing At My Nightmare, Inc. children ages 6-13 – Breeding Bird Counts Communities in Schools of the Lehigh Valley Lehigh County Historical Society for Kids and Christmas Bird Count for Kids. Community Bike Works Lehigh Gap Nature Center Participants learned birding basics, includ- ing how to identify common birds, and then Cooks Creek Watershed Association, Inc. Lehigh University participated in an hour-long bird count in an Dartmouth-Hitchcock Medical Center Lehigh Valley Arts Council

Allentown Park. DeSales University Lehigh Valley Audubon Society

38 LVCF ANNUAL REPORT | 2016 GRANTS 2015-16 PHOTO SPOTLIGHT

Lehigh Valley Storytelling Guild Public Library of Catasauqua

Lehigh Valley Zoological Society Quakertown Community School District

Manito Life Center Quota International of Bethlehem

Mariton Wildlife Sanctuary and Wilderness Repertory Dance Theatre Trust Riegelsville Public Library Mayfair, Inc. Royce's Rescue Mercy School For Special Learning Salisbury Township School District Miller-Keystone Blood Center SATORI Mock Turtle Marionette Theater St. Luke's Hospital - Quakertown Campus Muhlenberg College The Baum School of Art National Inventors Hall of Fame The Literacy Center National Museum of Industrial History The School Sisters of Saint Francis No Kill Lehigh Valley The Seed Farm Northampton County Historical & Genealogical Society Upper Bucks YMCA

Northeast Ministry Valley Youth House

Pennsylvania Shakespeare Festival WDIY-FM, LV Community Public Radio Baum School of Art Police Athletic League of Allentown Weller Health Education Center Summer Art Camp

Promise Neighborhoods of the Lehigh Valley Wildlands Conservancy

LVCF ANNUAL REPORT | 2016 39 GRANTS 2015-16 AWARDS

Multi-Year Impact Grants Bethlehem Educational Scholastic Trust (B.E.S.T.) Fund Community Action Committee of the Bernie Cohen B.E.S.T. Award Lehigh Valley, Inc. Jane Langyore, East Hills Middle School

Community Action Development Anthony Ruggiero B.E.S.T. Award Corporation of Bethlehem Joe Stellato, Freedom High School

Da Vinci Science Center Seymour & Sophie Haber B.E.S.T. Award- Kathy West, Donegan Elementary School Lehigh Carbon Community College Foundation William B. & Elizabeth Behr Agocs

Geophysical Research Fund Lehigh Gap Nature Center Lehigh Gap Nature Center Ms. Eszter Békési Lehigh Valley Leader In Me Fund Lehigh Gap Nature Center’s (LGNC) Landscaping Program focuses on well Ms. Virág Darányi Lehigh Valley Synergy Fund designed native plant gardens that benefit Ms. Tünde Lehelvári Pinebrook Family Answers wildlife and communities. The program is designed for middle- and low- income Shoemaker-Bond Home Association, Inc. Fund State Theatre Center for the Arts, Inc. residents and focuses on replacing tradi- tional landscapes (requiring significant Citizenship Essay Contest winners inputs of fossil fuels, pesticides, and fertil- McKenna Tinsman izers that degrade waterways and ecosys- Claire Johnson tems) with well-designed native plantings Class of 2016 Valedictorian benefiting public health through cleaner Sarah Betts soil and water. Class of 2016 Salutatorian Caroline Weidner

40 LVCF ANNUAL REPORT | 2016 SCHOLARSHIPS SCHOLARSHIP SPOTLIGHT Justin Sheftel Scholarship Fund

Elizabeth Behr Agocs Scholarship Fund Truman L. Frey, Jr. Scholarship Fund Kristin Krause Elizabeth Behr Agocs Scholarship Truman L. Frey, Jr. Scholarship Penn State University

Hannah Bouard St. Luke’s School of Nursing I would like to thank the Northampton Community College Sheftel family and the selection committee Ann C. Bernard Memorial Scholarship Fund for choosing me to be Ann C. Bernard Memorial Scholarship Stephanie Olexa & Seth Weber Scholarship Fund the recipient of such a prestigious scholarship Raven Miller Stephanie Olexa and Seth Weber established in Justin’s name. I was honored Northern Lehigh High School Scholarship for Life Sciences to be able to meet the criteria to apply for the scholarship, and I truly cannot Noelle Lucien express my emotions when my name was Debra “Frau” Brown Memorial Scholarship Fund Trinity College announced as the 2016 recipient! Debra “Frau” Brown Memorial Scholarship Stephanie Olexa and Seth Weber Scholar- Patrick Kantner ship for Criminal Justice Alex Clewell Muhlenberg College Scott Brenner University of Pittsburgh Ross Sonnenblick American University Tufts University It is with great pride that I was selected to receive the Dr. Joseph A. Perna & Hilda Ramos Perna Justin Sheftel scholarship. As Reverend Douglas Caldwell Fund for Memorial Scholarship Fund a recipient of this prestigious Nursing Excellence Dr. Joseph A. Perna & Hilda Ramos Perna scholarship I am humbled to Reverend Douglas Caldwell Nursing Memorial Scholarship be in the same company as Scholarship Justin and the previous recipients. When I Camila Padilla read the essay prompt for the Justin Sheftel Sarah Heiser Case Western Reserve University scholarship I immediately felt a connection Moravian College to Justin and his family.

LVCF ANNUAL REPORT | 2016 41 SCHOLARSHIPS

William & Jamie Soukup Reid Memorial Justin Sheftel Scholarship Fund WHS 2006 Football Champions Scholarship Fund Scholarship Fund Justin Sheftel Memorial Scholarship WHS 2006 Football Champions Scholarship William & Jamie Soukup Reid Memorial Scholarship - Phillipsburg High School Kristin Krause Chavi Sharma Penn State University University of Pittsburgh Alexandra N. Mayo Princeton University Alex Clewell Alexia Claudio University of Pittsburgh Bloomsburg University

Arthur E. & Myrl G. Schaeffer Scholarship Fund Betty Williams Memorial Scholarship Fund Arthur E. & Myrl G. Schaeffer Scholarship Katie Stauffer Memorial Fund Betty Williams Memorial Scholarship Katie Stauffer Memorial Scholarship Max Vogel Maricelys Marrero Clemson University Kayla Ann Reigh Northampton Community College Penn State University Thayjas Patil University of Pittsburgh Woman’s Club of Bethlehem Fund Catherine Hilaire Thompson Nursing Woman’s Club of Bethlehem Scholarship Scholarship Fund Anthony Severo Memorial Scholarship Fund Catherine Hilaire Thompson Nursing Bridget Tarnowski Anthony Severo Memorial Scholarship Scholarship University of North Carolina

Jacob Lizak Brooke Rau University of Pennsylvania DeSales University

42 LVCF ANNUAL REPORT | 2016 LVCF ANNUAL REPORT | 2016 43 PROGRAM HIGHLIGHTS 2015-16 Charles & Ruth Marcon Honored by Foundation with Vision in Philanthropy Award

The Lehigh Valley Community Foundation presentedCharles and Ruth Marcon with the prestigious 2016 Vision in Philanthropy Award. More than 130 guests attended the celebra- tion to honor the Marcons hosted by the Foundation at the National Museum of Industrial History in Bethlehem during June of 2016.

The Lehigh Valley Community Foundation presents the prestigious Vision in Philanthropy Award to those generous individuals and families who have chosen to establish a Fund at the Community Foundation as a method of supporting charitable organizations, and in so doing, have demonstrated a deep and meaningful commitment to philanthropy in the Lehigh Valley. Past recipients of the award include Michael Caruso, Linda Sheftel, Carole Brown, and Father Dan Gambet.

Charles Marcon is president of Duggan & Marcon, the largest employer of union carpen- ters in the region, doing business from the Lehigh Valley to the New York State border, and serving Berks, Bucks, and Schuylkill Counties. He is the Chair of the Board of the National Museum of Industrial History.

Promoting LVCF and Philanthropy Through Events and Engagement

The LVCF held a number of events for professional advisors, donors, community leaders, and others to increase visibility and awareness of the Foundation, promote its services, and serve as “convener” and philanthropic hub in the Lehigh Valley. Breakfast with Bernie series of discussions on charitable planning topics were very successful. The first of the Educational Sessions for Professional Advisors was 2015 Philanthropic Outlook. Bernie Story shared his insights into philanthropy in the Lehigh Valley - the major players, the current trends, the rising needs, and the role of collective impact.

Other programs included From Gift to Grant, and The Ins & Outs of Donor-Advised Funds, spon- sored by The Eric & Denise Blew Fund, focused on DAFs offered by LVCF and how they differ from other platforms.Foundations as Trusts or Corporations? Choosing the Right Fitfocused on using the appropriate legal entity in structuring a foundation to meet the donor’s goals. The project was presented by Robert Jacobs, Esq., Steve Molder, Esq., and host Bill Murphy, Esq.

44 LVCF ANNUAL REPORT | 2016 IN THE NEWS

Geoffrey Boyer Receives 2016 Service to Philanthropy Award

The Lehigh Valley Community Foundation Mr. Boyer, who holds the Certified Financial presented the 2016 Service to Philanthropy Planner certification, has over 25 years of Award to Geoffrey Boyer of Boyer Financial financial services experience that spans the BB&T acquisition prompts creation of $5M Group, at the Foundation’s annual fields of financial planning, investments, Professional Advisors Seminar held at insurance and banking. He established in corporate donor-advised funds Lehigh Country Club on January 21, 2016. Boyer Financial Group in 1983 and is also a founding director of Embassy Bank for the When the BB&T’s $1.8 billion acquisition of The Service to Philanthropy Award Lehigh Valley. National Penn was finalized in April 2016, it spurred theBernie creation Story, middle, of two CEO corporateof the Lehigh donor-advisedValley Commu- funds recognizes a professional advisor that nity Foundation, listens to comments at a Lehigh Valley understands and appreciates the Researchto support Consortium community meeting and in economic2014. Inc. (FILE development. PHOTO / importance of philanthropy in the NationalTHE MORNING Penn CALL) made the $5 million donation to community, the diverse advantages of the Lehigh Valley Community Foundation and The charitable giving for his clients, and the Berks County Community Foundation as part of its value of philanthropy in estate, retirement, merger process. and wealth management planning. With each organization receiving $2.5million, the funds will allow both community foundations to LVCF Hires Mason Investment Advisory support charitable projects and initiatives that Services affect economic development efforts in Berks County and the Lehigh Valley. In August of 2015, LVCF announced a new “A community foundation is a really good choice investment consultant Pictured above is Bernie Story, President & CEO, Lehigh Valley Community Foundation; Geoffrey Boyer, 2016 Service to Philan- for the corporate world in setting up economic relationship with thropy Award recipient; and Dolores Laputka, Norris McLaughlin & funds for charitable needs,” Story said. “We are Mason Investment Marcus, P.A. and Chair of Professional Advisors Committee. working with BB&T to determine how the funds Advisory Services and held can best spur economic growth the Lehigh Valley.” a program featuring Greg Druehl of Mason, “The Lehigh Valley Community Foundation who discussed LVCF’s investment ap- connects people who care to causes that matter The funds’ advisory committee members are BB&T proach, how Mason will support LVCF, and and works with professional advisors to help Group Executive Scott V. Fainor, and BB&T advisory important considerations for endowment clients give to the community in a simple and board members Thomas A. Beaver, CPA, and Jeffrey portfolio management. personalized way.” P. Feather, both former directors at National Penn.

LVCF ANNUAL REPORT | 2016 45 FINANCIAL INFORMATION STATEMENT OF FINANCIAL POSITION June 30, 2016 & 2015

2016 2015 ASSETS Cash $ 3,469,093 $ 1,186,683 Investments 40,398,692 37,789,171 Investments-Split Interest Agreements 485,053 507,428 Life Insurance Policy Gifts 233,919 221,558 Other Assets 33,061 19,248 Total Assets $ 44,619,818 $ 39,724,088

LIABILITIES Accounts Payable $ 28,344 $ 13,258 Grants Committed 210,500 169,170 Funds Held for Organizations 1,785,090 2,012,590 Liabilities-Split Interest Agreements 475,619 490,444 Total Liabilities $ 2,499,553 $ 2,685,462

NET ASSETS Unrestricted Net Assets: Permanent Endowment Funds $ 35,489,704 $ 32,698,394 Temporary Funds & Reserves 6,621,127 4,323,248 Temporarily Restricted Net Assets 9,434 16,984 Total Net Assets 42,120,265 37,038,626 Total Liabilities & Net Assets $ 44,619,818 $ 39,724,088

The official registration and financial information of the Lehigh Valley Community Foundation may be obtained from the Pennsylvania Department of State by calling toll free, within Pennsylvania, (800) 732 - 0999. Registration does not imply endorsement.

46 LVCF ANNUAL REPORT | 2016 STATEMENT OF ACTIVITIES Years Ended June 30, 2016 & 2015 2016 2015 REVENUE Gifts $ 4,403,560 $ 2,639,827 Gifts from Bequests & Trusts 5,100,300 255,600 In-Kind Gifts 36,375 50,857 Net Investment Activity (490,639) 294,565 Other Income 12,808 16,105 Total Revenue $ 9,062,404 $ 3,256,954

EXPENSES Grants $ 3,326,804 $ 2,589,806 Operating Expenses: Asset Development & Donor Services 261,320 297,655 General & Administrative 188,435 170,083 Grantmaking & Community Leadership 204,206 189,401 Total Operating Expenses $ 3,980,765 $ 3,246,945

CHANGES IN NET ASSETS $ 5,081,639 $ 10,009 NET ASSETS, JULY 1 37,038,626 37,028,617 NET ASSETS, JUNE 30 $ 42,120,265 $ 37,038,626

A complete copy of the Community Foundation’s audit is available on our website www.lvcfoundation.org.

LVCF ANNUAL REPORT | 2016 47 Board of Governors 2015-16

Chair Greg Butz Jennifer L. Mann Michael Stershic President & CEO Founder & President President Alvin H. Butz, Inc. JL Mann Consulting, LLC Discover Lehigh Valley Thomas L. Campbell, ACFRE James Margolis, Ph.D. Vice Chair Vice President of Institutional Advancement Clinical Psychologist W. Beall Fowler, Ph.D. DeSales University Neuropsychologist Professor Emeritus Valley Psychological Associates Department of Physics Bonnie S. Coyle, M.D., M.S. Valley Neuropsychology Group Lehigh University Chair, Department of Community Health & Preventative Medicine Robert Moffett, Esq. Treasurer St. Luke’s Hospital Community Health Attorney at Law Denise M. Blew* Department Associate Vice President for Finance and Trea- William K. Murphy, Esq.* surer Cynthia Lambert Durham* Partner Assistant Secretary to the Board of Trustees Vice President Government & Community Herster Newton & Murphy Lehigh University Relations Good Shepherd Rehabilitation Network Bruce A. Palmer, CPA Secretary Shareholder & Director Matthew Sorrentino, Esq. Camille Eyvazzadeh, M.D., FASCRS Buckno, Lisicky & Company Managing Partner Physician Norris McLaughlin & Marcus, P.A. Eyvazzadeh & Reilly Colon & Rectal Martha A. Phelps Community Volunteer Kamran Afshar, Ph.D. Karen R. Green President Former Vice President for Student Affairs/Dean Ann Haggerty Raines Kamran Afshar Associates, Inc. of Students Northampton Community College Muhlenberg College Sandra L. Bodnyk Meredith D. Rettaliata, Esq., CPA Senior Executive Vice President & Chief Risk Antonia M. Grifo, Esq. Attorney at Law Officer Judge BB&T Northampton County Magisterial District Melinda Stumpf Manager of Regulatory Programs & Business Geoffrey B. Borda, CPA, CVA Raymond B. Holton Services Shareholder Retired PPL Corporation Abraham, Borda, Corvino, Butz, LaValva & Co. Morning Call * Denotes Past Chair 48 LVCF ANNUAL REPORT | 2016 LVCF Professional Advisors Council Dolores Laputka, Esq., Chair Judith A. Harris, Esq. Dennis Morton, Jr., CFP, CHFC Norris McLaughlin & Marcus, P.A. Norris McLaughlin & Marcus, P.A. Concannon Wealth Management Allentown, PA Allentown, PA Bethlehem, PA Alan Abraham, CPA, AEP, CVA Robert H. Jacobs, Esq. William K. Murphy, Esq. Abraham, Borda, Corvino, Butz, LaValva & Co. P.C. Jacobs & Jacobs Herster Newton & Murphy Easton, PA Easton, PA Easton, PA Janice Alleman, CPA Jane Kapinas Daniel Nigito, CFP Abraham, Borda, Corvino, Butz, LaValva & Co., P.C. Oaktree Advisors Market Street Financial Advisors, LLC Easton, PA Bethlehem, PA Bethlehem, PA Geoffrey F. Boyer, CFP Julie Knight David M. Osborn, CLU, ChFC, CRPC Boyer Financial Group Morgan Stanley Smith Barney Merrill Lynch Wealth Management Allentown, PA Allentown, PA Allentown, PA Juan P. Camacho Ellen M. Kraft, Esq. Bruce A. Palmer, CPA Fries Law Office Attorney at Law Buckno Lisicky & Company Allentown, PA Bethlehem, PA Bethlehem, PA Kevin F. Danyi, Esq. Edward J. Lentz, Esq. John P. Pelcheck Danyi Law Offices, P.C. Fitzpatrick Lentz & Bubba The Philadelphia Group Bethlehem, PA Center Valley, PA Bethlehem, PA Ted Douglass, CFP, CIMA Jeanette A. Madaya, CTFA, CFP Brad M. Russo, Esq. Merrill Lynch Wealth Management - The Douglass Wilmington Trust of PA Russo Law Offices, LLC Group Bethlehem, PA Phillipsburg, NJ Wescoesville, PA William W. Matz, Jr., Esq. Susan C. Schupp, MBA, RFC David Ellowitch, CFP Attorney at Law PNC Wealth Management Group Ellowitch 3, LLC Bethlehem, PA Bethlehem, PA Trexlertown, PA Alan B. McFall, Esq. Matthew R. Sorrentino, Esq. Paul Florenz, Esq. McFall, Layman & Jordan, P.C. Norris McLaughlin & Marcus, P.A. Kolb, Vasiliadis & Florenz Bangor, PA Allentown, PA Bethlehem, PA Robert G. Moffett, Esq. Andrew F. S. Warner, CLU, ChFC Antonia M. Grifo, Esq. Attorney at Law Warner Benefits, Inc. Easton, PA Quakertown, PA Center Valley, PA Gregory E. Grim, Esq. Michael Molewski, CFP, ChFC Grim, Biehn & Thatcher Molewski Financial Partners Perkasie, PA Bethlehem, PA

LVCF ANNUAL REPORT | 2016 49 LVCF Staff

Bernard J. Story Linda Schmoyer Trisha R. Higgins, CPA President and CEO Executive Administrative Assistant Vice President and CFO

Erika Riddle Petrozelli, CPA Michael Wilson Corrina Lillis Director of Donor Services Director of Communications Grants Assistant

50 LVCF ANNUAL REPORT | 2016 Thank you for your partnership in serving the Lehigh Valley Community

LVCF ANNUAL REPORT | 2016 51 Lehigh Valley Community Foundation 840 W. Hamilton Street, Suite 310 Allentown, PA 18101 Phone: (610) 351-5353 Fax: (610) 351-9353

Visit us online www.lvcfoundation.org

The official registration and financial information of the Lehigh Valley Community Foundation may be obtained from the Pennsylvania Department of State by calling, toll free, within Pennsylvania 800.732.0999. Registration does not imply endorsement.

Confirmed in Compliance with National Standards for U.S. Community Foundations Connecting people who care 52 LVCF ANNUAL REPORT | 2016 to causes that matter