2015 ANNUAL REPORT TABLE OF CONTENTS Statement of Purpose/Mission Statement 1 Message from Leadership 2–3 Financial Reports Treasurer’s Report 6–10 Audited Financial Statements 12–20 Endowment Funds 22–31 Donor Recognition Cumulative Support to Endowment 32–35 Fiscal 2015 Contributors to Endowment 36–38 Lifetime Giving 39 2015 Memorial Gifts 40 2015 Honorary Gifts 40 The Eleanor B. Daugherty Society 42–43 Directors, Officers, and Staff 44 Former Directors 45

i’ll add photo

Cover photo: Ryan Kiblin Memorial Stormwater Park STATEMENT OF PURPOSE Article II, Corporate Charter May 14, 1937

Chautauqua Foundation, Inc., III To hold such property Inc., receives property, by gift, V In case the Chautauqua was formed in May 1937 for and to invest and reinvest devise or bequest, subject Institution ceases to exist or the following stated purposes: the same and receive the to conditions or for specific to function in accordance with income thereof and to pay purposes, which conditions its corporate purposes, to I To assist the Chautauqua said income, less proper and purposes the Chautauqua pay over its income and hold Institution, Chautauqua, New expenses, at least annually to Institution fails, refuses or or dispose of its property for York, in carrying out and the Chautauqua Institution, has not the corporate power the benefit of some similar extending its educational, Chautauqua, New York, for the to observe or carry out, such religious or educational religious and other purposes. furtherance of its corporate property shall be disposed institution, as may be purposes; except that, if this of as directed by any court directed by any court having II To solicit, receive, and to corporation acquires property having jurisdiction. jurisdiction. acquire by gift, purchase, for particular purposes or devise, bequest, or in other subject to specific conditions, IV Upon such terms as it VI To do all lawful things lawful ways, real and personal neither said property nor approves, to dispose of any proper or needful to property. the income therefrom shall of its property which it deems accomplish the purposes be paid or transferred to the unwise to hold. herein before expressed. Chautauqua Institution, unless said Institution fulfills such purposes and conditions. If Chautauqua Foundation,

MISSION STATEMENT Adopted by the Chautauqua Foundation Board of Directors August 13, 1992.

Chautauqua Foundation, Inc., Disburse funds to the In the discharge of its is the principal organization Chautauqua Institution responsibilities, the responsible for the in compliance with the Chautauqua Foundation will philanthropic funding of the Chautauqua Foundation be guided by the Chautauqua Chautauqua Institution. In this Articles of Incorporation and Challenge as adopted by role it will: the requirements imposed by the Board of Trustees. The donors. Foundation will be dedicated Develop and maintain to quality and integrity in all programs, products and Develop and maintain a of its internal and external vehicles appropriate to the competent and active Board of relationships. The Foundation philanthropic needs of the Directors and other volunteers will anticipate and accept Institution as determined by as appropriate. change while maintaining the Board of Trustees and the an understanding and Administration. Develop, maintain and direct a appreciation of the history of professional staff the Chautauqua Institution in Assure fiduciary care in the appropriate to carry out general and the Foundation in investment, custody and the above responsibilities. particular. administration of funds raised.

1

MESSAGE FROM LEADERSHIP

Cathy Bonner and Steve Percy

Dear Friends, change its investment strategies. The Committee’s decision has been rewarded. Third, we have been conservative in our In August of 2008, when I assumed the Chairmanship of the spending by keeping our total rate of spending at or below Board of Directors of the Chautauqua Foundation, the Dow 5% in this time period. Finally, we have received more than $26 Jones stood at 11,430. The Foundation and Lowell Strohl million in gifts to the endowment during this period. had just reported to its membership that at the close of the prior fiscal year the net assets of the Foundation had reached For this last result, and for all those who have given to the $61,381,000, an all-time high. And then financial armageddon Chautauqua Fund and to the many capital projects that occurred. I need not recount the events and financial pain we the Institution has undertaken since I became Chair of the all suffered in the next twelve months. Foundation, I thank you. Your generosity has been remarkable in difficult times and in good ones. Your investment has brought One year later it was my responsibility, along with Geof Chautauqua Institution and the Foundation to new heights. Follansbee, to report to you on the state of the endowment. The fiscal year that had ended four and a half months earlier had Serving on this board, leading this board, and working on seen the fair market value of our invested assets (Chautauqua’s behalf of the Institution has been a privilege and a joy. I endowment) decline by nearly $20 million and our net assets at thank all my colleagues who served with me over these past the end of the year stood at just in excess of $42 million. The eight years for your commitment to the Foundation and your Dow Jones had seen three weeks of recovery and stood at 7,608. incredible investment of time and resources. My thanks also to Geof and his team at the Foundation. They are serving this Later this month, I will report to the membership of the Foundation organization at the highest level. for the final time. My successor as a director will be elected by the membership and later that same day the chair-elect, Cathy Bonner, Finally, I leave with excitement about Chautauqua’s future. I will assume leadership as the new Chair of the Board of Directors. look forward to remaining involved in my capacity as co-chair In the intervening years between my first report and this one, I take of the Promise Campaign along with my friend George Snyder. great pleasure in the realization that the Foundation’s asset base We have work left to do but we do so with confidence and has not only recovered but grown substantially. excitement about what the success of the campaign will bring. And I am eager to witness all Cathy Bonner and the Foundation As of March 31, 2015, the net assets of the Foundation stood Board achieves in these next few years. I wish you well. at $88,382,000. We have more than doubled our assets in this six-year period because of four critical elements. First, of Sincerely, course, the market has been kind to us over this period. Our investment returns have been strong. Secondly, the Investment Committee of your board has remained patient, committed to a course it has believed sound, and most importantly, did not panic during or just following the financial meltdown and Steven W. Percy, Chair

2 CHAUTAUQUA FOUNDATION

Dear Friends,

During Steve’s tenure as Chair, he and I have written a joint message to you for this annual report. I was quite aware that Steve would not allow me to sing his praises in such a letter. I have solved that challenge by returning to the format we used many years ago with the Chair and the CEO writing separate letters.

Steve has led our organization with patience, high standards, total integrity and kindness. That is who he is. There is no flamboyance, no desire for the limelight and no interest in making news. He is interested in results — as he is with his beloved Michigan Wolverines. I speak for the entire staff of the Foundation in saying we have been extraordinarily well served by his leadership and have been proud to serve with him.

Polly Percy has attended events too many count with Steve. More often she has found herself without him at home while he tended to his responsibilities as Chair of the Foundation Board (which include attending all meetings of the trustees of the Institution). Together they have provided philanthropic leadership to the Promise Campaign and Polly gave her blessing to Steve becoming one of the campaign’s co-chairs. To Polly, we extend our gratitude as well.

Steve is one in a long line of highly respected leaders of this Foundation who have importantly balanced the sometime competing interests of long-term perspective with short-term challenges. The Foundation was established in 1937 to convey a message of permanence about the Institution and to secure and manage the resources that facilitate and enrich that permanence. The tumultuous economic times in which Steve’s chairmanship occurred required firmness, sensitivity and intellect. He brought all three to the task.

Steve, we return your Saturdays to you to root on the Wolverines. Go Blue! Go Chautauqua! Thank you, Steve and Polly.

Sincerely,

Geof Follansbee, Chief Executive Officer

3

Keeping Chautauq

Unspecified Endowment Goal: $15.65 million The Lake, the Grounds, and Public Spaces Committed: $16.3 million Goal: $6.25 million Committed: $5.9 million

Chautauqua Fund Goal: $22 million over the life of the campaign Bellinger Hall Committed: $15.4 million Goal: $5.5 million Committed: $5,000

0 10M 20M 30M 40M

Committed amounts as of March 31, 2015

4 CHAUTAUQUA FOUNDATION uqua's Promise

Program Enhancements and Innovation Hagen-Wensley Goal: $8 million House Committed: $10 million Endowed Scholarships Completed: Goal: $2 million Leadership Endowment $2.8 million Committed: $1.1 million Goal: $2.5 million Committed: $1.5 million Chautauqua’s Amphitheater Goal: $33.5 million including endowment for maintenance Committed: $25.8 million

50M 60M 70M 80M 90M 98.2M

5

TREASURER’S REPORT

Total Philanthropic Activity Total philanthropy includes new cash gifts, new pledges support the full range of programming Chautauqua offers. While recorded, and new planned gifts. It consists of 3 categories of the Foundation’s reporting is based on its fiscal year ended giving; (1) Chautauqua Fund, (2) endowment, and (3) capital March 31, the Chautauqua Fund operates on a calendar year. and other. The capital and other gifts are made directly to the During the 2014 calendar year, the Fund raised $3,765,894. Institution, primarily supporting the renovation or construction Over 88% of this amount was from members of the Bestor and of facilities and also supplementing the operating budget for 1874 Societies. The success of the Fund depends upon nearly extraordinary program initiatives. Gifts to the endowment are 140 volunteers who solicit gifts from Chautauquans, patrons, made to the Foundation and then transferred to the Institution and community residents. The costs of the fundraising efforts according to the spending policy for the permanent endowment performed by the Foundation on behalf of the Institution are and the terms of the gift. All of the gifts to the Chautauqua Fund reported in the Foundation’s audited financial statements. The are transfered to the Institution. Annual gifts to the Chautauqua five year average of such costs was 7% of the amount raised for Fund are used in the operating budget of the Institution to the fiscal year ended March 31, 2015.

Chautauqua Capital Fiscal Fund Endowment & Other Total Donors

2015 $ 3,974,259 $ 4,698,345 $ 10,336,968 $ 19,009,572 2,873 2014 3,563,728 7,816,690 14,356,124 25,736,542 2,952 2013 3,514,364 12,054,029 2,469,254 18,037,647 3,185 2012 3,566,002 4,702,872 2,241,781 10,510,655 3,351 2011 3,275,022 4,768,036 2,997,530 11,040,588 3,273

30,000 30,000

25,000 25,000

20,000 20,000

15,000 15,000

10,000 10,000

5,000 5,000

2011 2012 2013 2014 2015 2011 2012 2013 2014 2015 Number of donors Endowment Amount Raised (in thousands) Capital & Other Chautauqua Fund

The charts above represent total philanthropic activity, which includes new cash gifts, new planned gifts, and pledges recorded during the most recent five fiscal years (in thousands).

6 CHAUTAUQUA FOUNDATION

Endowment Contributions Receivable

New pledges and planned gift intentions, Unspecified contributions receivable Specified contributions receivable when combined with the previously stated intentions of donors, create a pool of 50,000 future assets in excess of $44.7 million as 45,000 of March 31, 2015. The decrease from last year was driven by cash receipts into the 40,000 endowment from contributions receivable. The discounted value of unconditional 35,000 contributions receivable recorded in the 30,000 financial statements was $6.4 million as of March 31, 2015. Conditional contributions 25,000 receivable are not recorded until such time as the conditions are substantially 20,000 met. The Eleanor B. Daugherty Society 15,000 recognizes donors during their lifetime who have chosen to support Chautauqua’s 10,000 mission through a planned gift. Members 5,000 are listed on pages 42 and 43. 0 2011 2012 2013 2014 2015 The chart above depicts gross endowment contributions receivable in thousands.

March 31, 2015 Specified Unspecified Total Unconditional contributions receivable $ 3,008,553 $ 10,520,423 $ 13,528,976 Conditional contributions receivable 20,779,780 10,467,344 31,247,124 $ 23,788,333 $ 20,987,767 $ 44,776,100

Unconditional contributions receivable as of March 31, 2015 Gross Discount Net Pooled Life Income Fund $ 3,671,043 $ 1,955,385 $ 1,715,658 Irrevocable Trusts 6,680,811 4,716,353 1,964,458 Cash Pledges 2,502,122 169,027 2,333,095 Estates in Probate 95,000 - 95,000 Retained Life Estates 580,000 242,435 337,565 $ 13,528,976 $ 7,083,200 $ 6,445,776

Conditional contributions receivable as of March 31, 2015 Bequests $ 16,954,052 Retirement Plans 9,181,527 Life Insurance 484,939 Revocable Trusts 4,626,606 $ 31,247,124

7

TREASURER’S REPORT (CONT.)

Endowment Net Assets The Foundation’s net assets were $88.4 million at the 18% Fine and Performing Arts close of the fiscal year ended March 31, 2015, $4.9 million 14% Education & Youth higher than reported at the beginning of the fiscal 7% Flexible Program & Other year. There were 690 active endowment funds as of March 10% Physical Maintenance 31, 2015, representing $80.1 million of net assets. The 6% Religion vast majority of these funds 8% Scholarships are permanent endowments created to provide financial 37% General Support support for a specified purpose or to provide general support to the Institution. The remaining funds are funds whose principal may be expended but that the Foundation invests as part of the permanent endowment This chart represents the net asset balances of active endowment funds as of portfolio. March 31, 2015 by area of support.

Support to the Institution The Foundation’s spending includes direct and indirect support fiscal year fiscal year to the Institution, administrative costs of running the Foundation, 3/31/15 3/31/14 and investment management fees. Indirect support represents Direct Support to the Institution: the costs incurred by the Foundation in providing development Support from Endowment $ 1,953,231 $ 1,679,775 services on behalf of the Institution. Direct support from the Support from Temporarily endowment represents distributions to the Institution toward Restricted Funds 215,951 143,000 the operating budget for both specified and unspecified Annual Support from the purposes. The amount to be distributed from the endowment Chautauqua Fund 3,974,259 3,563,728 is determined annually by taking the prior year distribution and increasing it for inflation and new gifts. The amount to be $ 6,143,441 $ 5,386,503 distributed from temporarily restricted funds is determined annually by the donor and the Foundation. Indirect Support to the Institution: Development Expense $ 1,321,813 $ 1,195,171 Reimbursement by the Institution (350,000) (350,000) $ 971,813 $ 845,171

8 CHAUTAUQUA FOUNDATION

Investment Summary The Investment Committee regularly reviews investment policies, 1) Individual endowment funds are pooled for investment strategy, execution, and performance. Because asset allocation purposes and tracked with unit accounting. This pooled is the primary driver of a portfolio’s total return over the long approach enables endowment funds to collectively benefit from run, comparison of performance is viewed in the context of the diversification and efficiencies that are available to larger the portfolio’s asset class holdings. The Committee’s oversight investors. Each endowment fund receives its proportionate responsibilities cover $87.2 million in invested assets, comprised share of return based on the market value of the endowment of the following portfolios: as a percentage of the total market value of the investment portfolio. Hirtle, Callaghan & Co., LLC manages $64.3 million of 1) Endowment ($81.3 million) the endowment and $17.0 million of the endowment is invested 2) Temporarily restricted ($1.6 million) in the two funds of hedge funds. The endowment’s net return for fiscal year 2015 was 3.6%. 3) Pooled life income fund ($3.7 million) 4) Custodial ($.6 million) 2) Temporarily restricted funds are held and managed separately from permanently restricted endowment in one of two portfolios, Each portfolio is managed according to its specific objectives, employing very conservative investment strategies. There was and has a unique asset allocation appropriate to those minimal return on the portfolio primarily held in cash and the objectives. Investment performance is presented on a net return on the other porfolio was 3.3% for fiscal year 2015. basis, defined as total time weighted return after all investment management fees. 3) The management and investment strategy of the pooled life income fund (PLIF) is reviewed annually with Key Private Bank. Hirtle, Callaghan & Co., LLC serves as the Foundation’s Chief At March 31, 2015, total PLIF assets were $3.7 million, invested Investment Advisor and actively manages the majority of the 37% equity, and 57% fixed income, and 6% alternative endowment portfolio, the temporarily restricted funds, and the investments. custodial funds. The remaining portion of the endowment fund is invested in two funds of hedge funds, Blackstone Alternative 4) Funds held in custody for the Institution to meet the debt Asset Management and Pointer Management, LLC. The pooled service for the Turner Community Center had a market value life income fund is managed by Key Private Bank. of $628,283 as of March 31, 2015. Assets are invested in a series of certificates of deposits.

Endowment Investment Portfolio

This chart represents 90,000 the endowment investment portfolio in 80,000 thousands, which has grown by $31.5 million 70,000 over the past ten years, from $49.8 million as 60,000 of March 31, 2006 to $81.3 million as of 50,000 March 31, 2015. 40,000

30,000

20,000

10,000

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

9

TREASURER’S REPORT (CONT.)

9% Endowment Asset Allocation 2015 5% Investment Cash & Grade Equivalents Total endowment market 20% Bonds value as of March 31, 2015 International Equities/Developed 3% and 2014 was $81.3 and $75.1 Markets High-yield Bonds million, respectively. As of March 31, 2015 the portfolio 8% 17% Private Equity was allocated as shown in the Fixed accompanying table. Income

7% Commodities 46% 37% Equity Alternative Assets 1% Real Estate

17% U. S. Stock Large/Mid Cap 21% Hedge Funds

9% 1% International U. S. Stock Small Cap Equities/ Emerging Markets

Annual Fiscal Year Performance The investment committee Annualized Returns through takes a long term approach, March 31, 2015 over full market cycles, to 3 Year 5 Year 10 Year assess the performance of the Total Return 7.7% 7.7% 6.0% portfolio. The Foundation has produced excellent long-term Benchmark 8.6% 7.3% 5.3% investment returns. Over the ten-year period ending March 31, 2015, the Endowment 40% earned an annualized 6.0% 32.2% return, net of fees, surpassing 30% the annual results of the diversified benchmark, 5.3%. 20% 18.3%

This benchmark is net of fees 12.2% 10.9% and is diversified based on 10% 9.2% 8.8% the strategic allocation of 3.1% 3.6% 1.3% the Russell 3000, MSCI EAFE, 0% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 HFR Strategic and BarCap Aggregate Bond indices. -10% The benchmark is currently weighted 30% Russell 3000, -20% 30% MSCI EAFE, 20% HFR Strategic and 20% BarCap -30% -28.8% Aggregate Bond. -40%

10 CHAUTAUQUA FOUNDATION

ARTHUR AND ANNE HOYT SCAVONE

As a young lawyer, Art Scavone had been hearing about “Our children have made lasting friendships with other kids Chautauqua for years from his girlfriend Anne Hoyt, who first came from different places across the country and even internationally,” to Chautauqua as a college student in the early 1980s to spend Anne notes. “They keep in touch with them throughout the year time on the grounds with her father, Robert Hoyt, and stepmother, and start counting the days to get back as soon as they leave each Mig Boyle. Tim Goodell, Scavone’s colleague at the New York summer. It’s a safe, magical place for them that not only reinforces City law firm White & Case, was also full of Chautauqua stories. family values, but provides exposure to a community that values (Goodell is the son of stalwart Chautauquans, the late U.S. Senator lifelong learning. It strengthens our family. Seeing the moon rise Charles Goodell and Jean Rice Goodell.) But it wasn’t until Tim’s over the lake is a big contrast from our lives in Manhattan.” 1989 wedding to Karen Jackson in the Hall of Philosophy that Art The Scavones are members of the Bestor Society and have also Scavone had his first Chautauqua experience. demonstrated their support in the Promise Campaign by The Scavones and Goodells have been best friends for some 30 making a gift towards the rebuilding of the Amphitheater. They years now, and their families continue their Chautauqua traditions see their giving as critical to the Chautauqua equation. “It is easy every summer. Like many young couples, the Scavones started to give back to a place that is gives us so much at so many levels,” with short stays on the grounds when their children were little. Anne says. Now Anne, A.J., who is 16, and Claire, who is 14, come for four or five weeks each season. Art joins them for long weekends.

EVERY GIFT MATTERS 11

REPORT OF INDEPENDENT AUDITORS

The Audit Committee The Board of Directors reviewed and discussed Chautauqua Foundation, Inc. the audited financial statements for the fiscal We have audited the accompanying statements of financial position of Chautauqua Foundation, year ended March 31, Inc. (the Foundation) as of March 31, 2015 and 2014, and the related statements of activities and 2015 with management cash flows for the years then ended, and the related notes to the financial statements. and Lumsden & McCormick, LLP (L&M), the Management’s Responsibility for the Financial Statements Foundation's independent Management is responsible for the preparation and fair presentation of these financial statements auditor. The Committee in accordance with accounting principles generally accepted in the United States of America; also concluded that L&M's this includes the design, implementation, and maintenance of internal control relevant to the provision of non-audit preparation and fair presentation of financial statements that are free from material misstatement, services, including tax whether due to fraud or error. preparation, is compatible with L&M's independence. Auditors’ Responsibility The audited financial Our responsibility is to express an opinion on these financial statements based on our audits. statements follow. We conducted our audits in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.

Opinion In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the Foundation as of March 31, 2015 and 2014 and the changes in its net assets and cash flows for the years then ended, in conformity with accounting principles generally accepted in the United States of America.

June 19, 2015

12 CHAUTAUQUA FOUNDATION

STATEMENTS OF FINANCIAL POSITION

March 31, 2015 2014

Assets:

Cash $ 1,411,505 $ 466,584 Contributions receivable (Note 2) 6,445,776 8,324,855 Investments (Note 3) 83,899,022 77,371,168 Property and equipment, net (Note 4) 43,122 49,915 Other assets 360,754 361,973

Total assets $ 92,160,179 $ 86,574,495

Liabilities and Net Assets:

Liabilities:

Payable to the Institution for program support (Note 5) $ 2,422,721 $ 2,064,795

Accounts payable and accrued expenses 726,585 250,906

Amounts held in custody for others (Note 6) 628,283 765,379

Total liabilities 3,777,589 3,081,080

Net Assets (Note 7): Unrestricted (116,492) (149,276)

Temporarily restricted 16,096,780 16,360,502

Permanently restricted 72,402,302 67,282,189

Total net assets 88,382,590 83,493,415

Total liabilities and net assets $ $92,160,179 $ $86,574,495

See accompanying notes.

13

STATEMENTS OF ACTIVITIES

For the year ended March 31, 2015 Temporarily Permanently Unrestricted Restricted Restricted Total

Revenues and gains: Contributions: Cash received: Chautauqua Fund $ - $ 3,974,259 $ - $ 3,974,259 Endowment - 364,722 6,938,377 7,303,149 Valuation adjustments and new pledges, net of collections - 12,242 (1,818,264) (1,806,022)

Total contributions - 4,351,273 5,120,113 9,471,386

Interest and dividends - 1,141,627 - 1,141,627 Net realized and unrealized gains - 2,157,226 - 2,157,226

Total revenues and gains - 7,650,126 5,120,113 12,770,239

Expenses:

General and administrative 765,810 - - 765,810 Support to the Institution: Chautauqua Fund 3,974,259 - - 3,974,259 Program (Note 5) 2,169,182 - - 2,169,182 Development (Note 6) 971,813 - - 971,813

Total expenses 7,881,064 - - 7,881,064

Net assets released from restrictions 7,913,848 (7,913,848) - -

Change in net assets 32,784 (263,722) 5,120,113 4,889,175

Net assets - beginning (149,276) 16,360,502 67,282,189 83,493,415

Net assets - ending $ (116,492) $ 16,096,780 $ 72,402,302 $ 88,382,590

See accompanying notes.

14 CHAUTAUQUA FOUNDATION

For the year ended March 31, 2014 Temporarily Permanently Unrestricted Restricted Restricted Total

Revenues and gains: Contributions: Cash received: Chautauqua Fund $ - $ 3,563,728 $ - $ 3,563,728 Endowment - 603,921 2,801,429 3,405,350 Valuation adjustments and new pledges, net of collections - 129,682 289,080 418,762

Total contributions - 4,297,331 3,090,509 7,387,840

Interest and dividends - 1,138,684 - 1,138,684 Net realized and unrealized gains - 6,624,935 - 6,624,935

Total revenues and gains - 12,060,950 3,090,509 15,151,459

Expenses:

General and administrative 695,774 - - 695,774 Support to the Institution: Chautauqua Fund 3,563,728 - - 3,563,728 Program (Note 5) 1,822,775 - - 1,822,775 Development (Note 6) 845,171 - - 845,171

Total expenses 6,927,448 - - 6,927,448

Net assets released from restrictions 7,584,568 (7,584,568) - -

Change in net assets 657,120 4,476,382 3,090,509 8,224,011

Net assets - beginning (806,396) 11,884,120 64,191,680 75,269,404

Net assets - ending $ (149,276) $ 16,360,502 $ 67,282,189 $ 83,493,415

See accompanying notes.

15

STATEMENTS OF CASH FLOWS

For the years ended March 31, 2015 2014

Operating activities:

Change in net assets $ 4,889,175 $ 8,224,011 Adjustments to reconcile change in net assets to net cash flows from operating activities: Net realized and unrealized gains (2,157,226) (6,624,935) Depreciation 13,785 11,518 Changes in other operating assets and liabilities: Contributions receivable 1,879,079 (284,317) Other assets 1,219 (3,702) Payable to the Institution for program support 357,926 107,372 Accounts payable and accrued expenses 475,679 18,248 Amounts held in custody for others (137,096) 8,170

Net operating activities 5,322,541 1,456,365

Investing activities:

Purchases of property and equipment (6,992) (1,743) Purchases of investments (17,964,925) (13,234,340) Proceeds from sales of investments 13,594,297 11,689,708

Net investing activities (4,377,620) (1,546,375)

Net change in cash 944,921 (90,010)

Cash - beginning 466,584 556,594

Cash - ending $ 1,411,505 $ 466,584

See accompanying notes.

16 CHAUTAUQUA FOUNDATION

NOTES TO FINANCIAL STATEMENTS

1. Summary of Significant Accounting Policies: Property and Equipment: Property and equipment is stated at fair market value at the date Organization and Purpose: of donation or acquisition cost, net of accumulated depreciation. Chautauqua Foundation, Inc. (the Foundation) was established Depreciation is provided over estimated useful lives using the in 1937 to raise, invest and reinvest funds to support the mission straight-line method. of Chautauqua Institution (the Institution) to provide cultural, educational, religious and other programs to a large and diverse Spending From Permanently Restricted Endowment: audience. The Foundation’s spending policy for direct and indirect Basis of Presentation: support to the Institution as well as for Foundation general The Foundation reports information regarding its financial and administrative expenses, applies to permanently restricted position and activities according to three classes of net assets: endowment funds. Eligible spending can range from 3% to unrestricted net assets, temporarily restricted net assets, and 6.5% of the beginning of year market value of the Foundation’s permanently restricted net assets. permanent endowment based on a formula. Unrestricted net assets represent cumulative losses of investments on a fund by fund basis. Payable to the Institution for Program Support: Program support payable to the Institution is for the benefit of Temporarily restricted net assets may be spent when relevant the Institution and determined by mutual agreement between stipulations are met. the Institution and the Foundation pursuant to the Foundation’s Essentially all contributions are recorded as restricted since they spending policy guidelines. are received with donor stipulations that limit their use. When a donor restriction expires, temporarily restricted net assets Promises to Give: are reclassified to unrestricted net assets and reported in the Unconditional promises to give that are expected to be statement of activities as net assets released from restrictions. collected in future years are recorded at the present value of Permanently restricted net assets must be maintained in estimated future cash flows. The discounts on those amounts perpetuity. They are defined as follows: are computed using an interest rate applicable to the year in which the promise is received. Amortization of the discount is • Specified funds – use of income is specified by the donor to a included in contributions revenue in the statements of activities. specific purpose of the Institution. Conditional promises to give to the Foundation or the Institution • Unspecified funds – use of income is unspecified as to purpose are not recorded as revenue until such time as the conditions are and may be used as the Institution determines. substantially met, and totaled $31,247,000 and $32,041,000 at March 31, 2015 and 2014. Cash: At various times, cash in financial institutions may exceed Tax Status: federally insured limits and subject the Foundation to The Foundation is a 501(c)(3) corporation exempt from income concentrations of credit risk. taxes under Section 501(a) of the Internal Revenue Code. The Foundation believes it is no longer subject to examination by Investments: Federal and State taxing authorities for years prior to 2012. Investments in marketable securities are stated at fair value as determined by quoted prices in active markets. Alternative Use of Estimates: investments include investments in partnerships whose holdings The preparation of financial statements in conformity with consist primarily of funds of funds, and investments in limited accounting principles generally accepted in the United States partnerships that are reported at “estimated capital balances” of America requires management to make estimates and determined by the investment managers. assumptions that affect the amounts reported in the financial statements and accompanying notes. Actual results could differ To satisfy its long-term rate of return objectives, the Foundation from those estimates. relies on a total return strategy in which investment returns are achieved through both capital appreciation and current yield. Subsequent Events: The Foundation targets a diversified asset allocation that places The Foundation has evaluated events and transactions for a greater emphasis on equity-based investments to achieve its potential recognition or disclosure through June 19, 2015, the long-term return objectives within prudent risk constraints. date the financial statements were available to be issued.

17

NOTES TO FINANCIAL STATEMENTS (CONT.)

2. Contributions Receivable: The Foundation has committed capital of approximately 2015 2014 $15,480,000 to private equity alternative investments. The unfunded portion of the commitments total approximately Specified endowments $ 3,008,553 $ 2,286,921 $7,465,350 as of March 31, 2015. Unspecified endowments 10,520,423 12,884,820 13,528,976 15,171,741 Investment management fees of $606,601 and $587,312 for 2015 Less discount 7,083,200 6,846,886 and 2014 are recorded in the statements of activities as follows: $ 6,445,776 $ 8,324,855 2015 2014 Fees netted against interest and dividend income $ 186,732 $ 211,421 Contributions at March 31, 2015 are expected to be received over General and administrative expense 419,869 375,891 the periods shown below: Less than one year $ 1,070,811 $ 606,601 $ 587,312 One through five years 1,519,012 Greater than five years 10,939,153 4. Property and equipment: $ 13,528,976 2015 2014 Land $ 12,500 $ 12,500 Included in contributions receivable are various charitable Building 152,275 152,275 remainder trusts. The present value of estimated future Office equipment and furnishings 157,629 150,637 payments to the Foundation is calculated using a discounted rate and applicable mortality tables. Changes in the valuation 322,404 315,412 of the agreements are reported as contributions revenue in the Less accumulated depreciation 279,282 265,497 statements of activities. $ 43,122 $ 49,915

3. Investments: 2015 2014 5. Distributions to the Institution: Amounts payable for program support at March 31: Marketable securities: 2015 2014 Cash $ 4,565,966 $ 2,847,938 Equities 44,108,500 43,006,309 Income and principal $ 1,998,994 $ 1,736,849 Fixed income securities 11,511,322 11,093,519 Income from prior periods 423,727 327,946 Alternative investments 23,371,090 20,103,382 $ 2,422,721 $ 2,064,795 Other 342,144 320,020

$ 83,899,022 $ 77,371,168 The following amounts were recorded as program support to the Institution for the years ended March 31: The underlying holdings within alternative investments include 2015 2014 different types of sophisticated investment strategies with various Income from permanently liquidity restrictions. Liquidity for alternative investments is as restricted endowments $ 1,953,231 $ 1,679,775 follows as of March 31: Income and principal 2015 2014 from temporarily restricted Redeemable at calendar year gifts and other funds 215,951 143,000 end with 75 to 95 days notice $ 17,053,592 $ 14,371,759 $ 2,169,182 $ 1,822,775 Illiquid with return of capital allowed at varying dates during the period 2016 through 2025 6,317,498 5,731,623 $ 23,371,090 $ 20,103,382

18 CHAUTAUQUA FOUNDATION

6. Other Transactions with the Institution: Any remaining portion of donor restricted endowment funds Pursuant to an agreement between the Foundation and the not classified in permanently restricted net assets is classified Institution, the Foundation reimburses the Institution regularly for as temporarily restricted net assets until those amounts are various personnel and administrative expenses. Additionally, the appropriated for expenditure by the Foundation in a manner Foundation was reimbursed $350,000 in 2015 and 2014 by the consistent with the standard of prudence prescribed by Institution for development services the Foundation provided NYPMIFA. In accordance with NYPMIFA, the Foundation to the Institution. These amounts are included as a reduction considers the following factors to appropriate or accumulate of 2015 and 2014 development expenses in the accompanying donor restricted endowment funds: statements of activities. • Duration and preservation of the fund • Purposes of the Foundation and the fund The Foundation guaranteed a promissory note payable by • General economic conditions the Institution totaling $858,919 at March 31, 2015. • Possible effects of inflation and deflation Amounts held by the Foundation on behalf of the • Expected total return from income and appreciation of Institution to help repay the note totaled $628,283 and investments $765,379 at March 31, 2015 and 2014. • Other Foundation resources • Where appropriate and circumstances would otherwise 7. Net Assets: warrant, alternatives to expenditure of the endowment fund, At March 31, 2015 and 2014, the market value of certain giving due consideration to the effect that such alternatives endowment funds was $116,492 and $149,276 lower than the may have on the Foundation original gifted values due to investment experience. These • Investment policy of the Foundation amounts are reflected in the statements of financial position as negative unrestricted net assets. Permanently restricted net assets are comprised of the following endowment gift categories: Temporarily restricted net assets are comprised of income and 2015 2014 gifts restricted for the following purposes: 2015 2014 Specified endowments $ 43,268,670 $ 40,461,782 Unspecified endowments 29,133,632 26,820,407 Gains - specified endowments $ 7,418,091 $ 7,676,530 Gains - unspecified endowments 3,346,029 3,501,940 $ 72,402,302 $ 67,282,189 Temporarily restricted gifts 5,332,660 5,182,032 $ 16,096,780 $ 16,360,502 8. Retirement Plan: The Foundation participates in a 403(b) retirement plan for substantially all employees, subject to plan conditions. The Permanently restricted net assets have been restricted by Foundation contributes 10% of the employee’s gross pay each donors to be maintained by the Foundation in perpetuity. The year. Funded contributions and costs totaled $80,000 and Foundation’s Board has interpreted the New York State Prudent $70,000 for the years ended March 31, 2015 and 2014. Management of Institutional Funds Act (NYPMIFA) as requiring the preservation of the fair value of the original gift as of the 9. Fair Value Measurements: gift date of donor endowment funds, absent explicit donor Investments in marketable securities are measured at fair value stipulations to the contrary. As a result of this interpretation, the on a recurring basis on the statements of financial position. The Foundation classifies as permanently restricted net assets (a) the fair value for marketable securities at March 31, 2015 and 2014 original value of gifts donated to the permanent endowment, were determined based on quoted prices in active markets. (b) the original value of subsequent gifts to the permanent endowment, and (c) accumulations to the permanent endowment made in accordance with the direction of a donor gift instrument at the time the accumulation is added to the fund.

19

INDEPENDENT AUDITORS' REPORT ON ADDITIONAL INFORMATION

The Board of Directors For the years ended March 31, 2015 2014 Chautauqua Foundation, Inc. General and administrative: We have audited the financial statements of Chautauqua Investment management $ 419,869 $ 375,891 Foundation, Inc. as of and for the years ended March 31, 2015 Salaries and benefits 234,825 231,103 and 2014 and have issued our report thereon dated June 19, Office 12,160 8,001 2015 which expressed an unmodified opinion on those financial Travel and hospitality 38,042 25,975 statements. Our audits were conducted for the purpose of Professional and consulting 40,065 32,389 forming an opinion on the financial statements as a whole. The Equipment maintenance and repairs 18,607 20,981 schedules of expenses for the years ended March 31, 2015 and Education 2,242 1,434 2014 are presented for the purposes of additional analysis and are $ 765,810 $ 695,774 not a required part of the financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records Support to the Institution: used to prepare the financial statements. The information has Chautauqua Fund $ 3,974,259 $ 3,563,728 been subjected to the auditing procedures applied in the audits Program: of the financial statements and certain additional procedures, Building, structures and grounds $ 307,914 $ 247,877 including comparing and reconciling such information directly to General operations 221,052 212,523 the underlying accounting and other records used to prepare the Lectureship and CLSC 616,578 507,379 financial statements or to the financial statements themselves, Performing arts 564,054 478,971 and other additional procedures in accordance with auditing Religion 188,947 151,043 standards generally accepted in the United States of America. In Scholarship and youth 270,637 224,982 our opinion, the information is fairly stated in all material respects $ 2,169,182 $ 1,822,775 in relation to the financial statements as a whole. Development: Salaries and benefits $ 872,862 $ 855,886 Promotion and communications 148,990 103,715 Office 32,276 42,488 Travel and hospitality 176,996 127,083 June 19, 2015 Professional and consulting 58,750 39,033 Equipment maintenance and repairs 25,822 21,379 Education 6,117 5,587 Reimbursement by the Institution (350,000) (350,000) $ 971,813 $ 845,171 Total expenses $ 7,881,064 $ 6,927,448

20 CHAUTAUQUA FOUNDATION

CAROL AND LARRY RIZZOLO

This past year Larry and Carol Rizzolo established the Rizzolo that has meant so much to them. They also knew immediately that Family Fund, an endowment that supports a part of the they wanted their gift to support the Piano Program. Chautauqua experience that is dear to their hearts — the Piano The Rizzolo Family Fund, established with the proceeds from the Program of the School of Music. sale of the family condo, will provide necessary support for young Carol and Larry are passionate Chautauquans who spent time artists that come to Chautauqua each summer to hone their craft getting to know John Milbauer and Nikki Melville, the piano and pursue their dreams. Carol and Larry are settling in to their program’s interim co-chairs. Their admiration for the duo grew new home on the grounds and are looking forward to witnessing quickly. When the Rizzolos learned that one of the ways to make the impact their gift has each year. They also hope that others a transformational gift to the Institution could be through the will consider creative ways of making a gift to support the donation of property, it quickly began a family conversation about Chautauqua experience. philanthropy and giving back. Carol and Larry, along with their three sons who jointly owned their Chautauqua condo, decided that it was their time to make this important gift to a community

EVERY GIFT MATTERS 21

ENDOWMENT FUNDS

UNSPECIFIED FUNDS Laura and Brad Currie Endowment for Chautauqua $30,174,277 Assets Elizabeth Danielson Fund $976,563 Support to the Institution Dietrich Family Endowment at Chautauqua Martha T. and Morgan O. Doolittle Fund Lora Lee and Bob Duncan Endowment * Income and principal may be distributed Ann O. Edison Endowment* Albert C. Elser II Fund New funds are designated in orange. Cordelia C. Ensign Fund Helen C. Estabrook Fund Paul M. Alexander Fund* Agnes H. and Hal A. Fausnaugh Fund Dorothy L. Anderson Endowment for Chautauqua Fetterolf Family Fund Mary Apple Fund* George L. Follansbee, Jr. and Gay E. Didget Endowment for Robert and Je’Anne Bargar Endowment Chautauqua Zoe and Ken Barley Endowment Gelb Family Endowment for Chautauqua Beatrice B. Bates Fund William R. and Betsy Callicott Goodell Endowment Julia M. Bates Fund Kathleen M. and Donald C. Greenhouse Endowment for Nancy and Dick Bechtolt Fund Chautauqua Thomas and Jane Becker Endowment Jean Edgcumbe Groff Endowment for Chautauqua Bemus Fund for Chautauqua Groninger Family Fund Gordon Benn Fund Habenicht Family Fund Alan J. and Mary Hough Blair Fund Felicia Grace Hall Fund Cora M. Blair Fund Tirzah H. Hall Fund The Erika Block Fund for Chautauqua* Sarah R. Hankey Fund for Chautauqua* Martha Borowsky Endowment Fund Diana and Samuel Harbison Endowment Bosland Family Fund Heber R. Harper Fund Boyle Family Fund Eleanor McKnight Haupt Endowment for Chautauqua Barbara A. and Patrick James Brady III Endowment for Lisa Heinz Endowment for Chautauqua Chautauqua Dorothy S. and William F. Hill, II Endowment for Chautauqua Sara E. Bradley Endowment for Chautauqua Holden Family Fund Barbara and William Branch Fund The Burritt and Joanne Hubbard Family Fund Daniel and Wanita Bratton Endowment Margaret A. Hukill Endowment for Chautauqua Lillian Brink Endowment Fund Charles R. Hunter, Jr. Fund Gary M. and Willow R. Brost Endowment for Chautauqua Esther M. Huntoon Fund Henrietta T. Campbell Fund Verna Jackson Memorial Endowment for Chautauqua Maxine M. Carleton Fund James Family Fund Katharine J. Carnahan Endowment Katherine King Karslake Fund Barbara P. and Howard E. Chadwick Fund Ronald L. and Rosie C. Kilpatrick Endowment Genevieve Chaney Fund Georgiana Bole King Endowment Julia and William Clinger Fund The Lawrence G. Knecht Fund* Marion and Eugene Cohen Fund Knox Family Endowment Ruth K. Collyer Endowment Konneker Fund Jack and Marcia Connolly Fund for Chautauqua Mary E. Kuhns Fund The Mildred K. Cooper Fund for Chautauqua* Velma Jean Laird Endowment Helen and George L. Cornell Fund Oliver M. Langenberg Fund Katharine and Robert W. Cornell Fund Robert and Susan Laubach Endowment Sarah A. Corns Fund LeClere Family Endowment Martha S.H. Cowles Fund The Lemonade Fund Helen T. and Ralph E. Crockett Endowment Elizabeth S. & Reginald A. Lenna Fund

22 CHAUTAUQUA FOUNDATION

Stella C. Logan Fund Dorothy E. Shepherd Fund* William Charles Lortz Endowment Bert W. and Joanne R. Simons Endowment Sara M. and Robert S. Lucas Fund J. Vance Smith and Robert M. Smith Fund Stan and Sara Lundine Fund George T. and Margaret D. Snyder Endowment for Chautauqua Lyndall Family Fund Nancy Coburn Snyder Endowment Fund Ann and Charles H. Lytle Endowment Thomas H. and Joan Stevens Family Endowment for Chautauqua Jeannette B. Mainwood Fund Betty P. and J. Bruce Stromgren Fund* Gerald and Dorothea Maloney Endowment Ann H. and Daniel F. Sullivan Endowment for Chautauqua Clara Masik Endowment The Robert C. and Patricia D. Switzer Family Fund Mary E. McCarn Fund* Tate Family Fund Mary Jane and Donald McClurg Endowment Eleanor M. Thomas Fund Margaret C. Mercer Endowment The Susan and John Turben Foundation Endowment for Richard H. Miller Fund Chautauqua Dawson E. Charlotte B. Molyneaux Endowment Joseph & Elizabeth Verlie Endowment Jane C. Morgan Fund Carl A. and Mary Louise Viehe Family Endowment Lewis W. & Katherine C. Morgan Fund Nina and Norman Wain Family Endowment for Chautauqua James R. Morris III Fund Evelyn Wargo Endowment The George E. and Susan Moran Murphy Family Fund Nina T. Wensley Fund Robert B. and June A. Osburn Fund Helen N. White Fund Robert Pace Endowment Fund Robert O. Wilder Family Fund Mary C. and James A. Pardo, Jr. Endowment for Chautauqua The Mary S. Wilsdon Fund for Chautauqua* William H. and Mary C. Park Fund Henry L. Wood Fund Mary Lou Cady Parlato Endowment for Chautauqua John B. Yoder Endowment for Chautauqua Dorothy Payne Endowment Fund Robert and Virginia Young Charles E. and Gladys W. Peirce Fund The Deborah and Allen Zaretsky Fund Margaret Penn Fund Stephen J. Zenczak and Patricia E. Feighan Endowment for Sheila Penrose and Ernest Mahaffey Endowment for Chautauqua Chautauqua Steven W. and Barbara P. Percy Endowment for Chautauqua General Endowment Fund Helen Pickup-Hyman Fund Mary Ellen Pindyck Fund Sam and Petey Tinkham Price Family Fund Mary Oram Reading Fund Agnes H. Reigart Fund* Elaine Y. Rieser Endowment for Chautauqua William Rittman Fund Mary Ritts Endowment Walter Roberts Fund Doris H. Ruslink Fund* Harper G. and Blanche Billings Rusterholtz Fund Herbert B. Sachse Fund* Newton B. Schott, Jr. and Antoinette L. LeQuire-Schott Endowment Barbara and John Schubert Endowment Fund Dr. O. Peter Schumacher Fund Mary Jo Schweizer Endowment for Chautauqua Emma O. and H. Parker Sharp Fund Jane R. and Walter C. Shaw, Jr. Fund Ralph C. Sheldon, Jr. Fund

23

ENDOWMENT FUNDS (CONT.)

SPECIFIED FUNDS Kimberly and Robert Myers Dance Facilities Endowment $50,844,907 Assets The Oliver Archives Center Endowment Fund The I. Hale and Judy Oliver Fund for Bratton Theater $1,948,370 Support to the Institution The Rait Family Fund The Ann Simpson Rice Youth Fund School of Music Facilities Endowment The Sharpe/Trefts Memorial Fund New funds are designated in orange. Strohl Center Endowment The Susan and John Turben Fund for Bratton Theater PHYSICAL The Sybil and Stuart Willen Fund for Bratton Theater Youth Facilities Fund MAINTENANCE FUNDS $8,093,583 Assets Specific Gardens and Parks $307,913 Support to the Institution $973,731 Assets Buildings and Structures $37,965 Support to the Institution $6,610,543 Assets The Reid B. Babcox Memorial Garden Terrace Endowment $250,286 Support to the Institution The Bell/Ritts Garden Fund Amphitheater Endowment Fund The Bishop’s Garden Fund Bellinger Hall Maintenance Endowment Selina W. Braham Memorial Garden Fund The Francis and Susan Bonsignore Youth Facilities Fund Judge W. Walter Braham Garden Fund Bratton Theater Endowment Fund Dr. Daniel and Wanita Bratton Garden Fund Carnahan-Jackson Endowment for Dance Studio Maintenance The Henrietta T. Campbell Garden Fund Chautauqua Opera Guild Endowment for Connolly Residence Hall Carnahan-Jackson Memorial Garden Fund Children’s School Fund The Carothers Family Garden Fund The CLSC Class of 2000 Mosaic Fund The Kirk David Casto Memorial Garden Fund Mary E. Collier Memorial Fund Jean Chadwick Memorial Garden Fund Connolly Residence Hall Endowment The CLSC Class of 1982 Helen W. Giacobine Garden Fund Coyle Pavilion Fund Connolly Family Gardens and Fountains Endowment Crowder Family Foundation Fund for Youth The Cornell Garden Fund Department of Religion Physical Facilities Fund DeeDee’s Garden Endowment Mina Miller Edison Fund The Ehrenreich Family Fund The Dorothy J. Forney Memorial Fund The Fausnaugh Family Garden Fund Fowler-Kellogg Art Center Endowment Peggy Foley Memorial Garden Fund The Joseph and Anna Gartner Foundation Endowment for The Jean Rice Goodell Garden Fund Bonnefoux-McBride Hall The Robert Y. Gromet Family Garden Fund Golf Course Maintenance and Growth Fund The Mary Kimball Haker Memorial Garden Endowment Fund The Seth A. and Helen F. Goodwin Fund to Maintain the Pier The Eleanor McKnight Haupt Fund Building The Holden Garden Fund Hagen-Wensley Guest House Endowment Patricia K. Ives Memorial Beautification Fund Helen Heinz Sample Fund Henrietta Ord Jones Memorial Fund Hitchcock Room Maintenance Fund The JoAnn Jubell Memorial Fund The Forest B. Irwin Fund for Bowling Green Maintenance The Judson Park Fund The Knox Fund for Youth Facilities Ryan Kiblin Memorial Stormwater Park Endowment Elizabeth S. Lenna Hall Endowment Fund Janet F. and Arthur C. LeVan, Sr. Garden Fund The Helen Colvill Lincoln Fund to Maintain Lincoln Memorial Joan Lincoln Garden Fund Dormitory The Wilfred B. McCune Memorial Garden Fund The Massey Memorial Organ Fund Mary Louise Molyneaux Garden Fund The McClure Shuffleboard Fund Penneys Garden Endowment McKnight Hall Maintenance Endowment Ride/Savage Memorial Garden Fund

24 CHAUTAUQUA FOUNDATION

The Michael M. Ross Garden Fund The Eleanor Fund Lectureship Endowment The Mme. Shao Fang Sheng Garden Fund The Foglesong Family Lectureship Fund Toni Sterman Memorial Garden The Chip and Gail Gamble Lecture Endowment The Stephen Toms Garden Fund Barbara A. Georgescu Lectureship Endowment Randall E. Widrig Memorial Garden Fund The Charles Ellsworth Goodell Lectureship in Government and The Dr. Alan Winkelstein Garden Fund Public Affairs The Roy and Dorothy Wissel Garden Fund The Susan Hirt Hagen Lectures Fund The Frank Lloyd Wright Garden Fund The Thomas L. Hagner and Linda Ulrich-Hagner Lectureship Fund The Frank Lloyd Wright School of Architecture and Taliesin Travis E. and Betty J. Halford Lectureship Endowment Fellowship Garden Fund The Dr. Robert R. Hesse Lectureship The Higie Family Lectureship General Grounds And Gardens The Robert Jacobs Memorial Lectureship Fund $509,309 Assets Richard W. and Jeannette D. Kahlenberg Lectureship Fund $19,662 Support to the Institution The Kevin and Joan Keogh Family Fund D.A.R. Flag Fund Barbara and Herb Keyser Fund Garden Beautification Fund Donald West King, Sr. and Francis Lila Lee King Lectureship Louise Marshall Lincoln Memorial Garden Fund The Oliver and Mary Langenberg Lectureship The Constance Lincoln Newbury Memorial Garden Fund The Reginald and Elizabeth Lenna Lectureship in Business and The Walter C. Shaw, Jr. Family Tree Fund Economics Tree Fund The Helen C. Lincoln Fund for International Programming The Louise Roblee McCarthy Memorial Lectureship EDUCATION & YOUTH FUNDS McCredie Family Fund $11,361,739 Assets National Endowment for the Humanities Fund $429,559 Support to the Institution Joseph A. Neubauer Lectureship in Science Margaret Miller Newman Lectureship Fund Lectureships Kathryn Sisson Phillips Memorial Lectureship Fund $8,588,625 Assets The Richard and Emily Smucker Endowment Fund $327,798 Support to the Institution The Frank G. Sterritte Memorial Lectureship 10:45 Lecture Platform Endowment The Ethel Paris and Theodore Albert Viehe Lectureship Malcolm Anderson Lecture Fund The Dorothy M. Wissel Lectureship The Sondra R. and R. Quintus Anderson Lectureship Helen S. and Merrill L. Bank Lectureship Literary Arts David and Wendy Barensfeld Lectureship Fund $1,405,449 Assets The Crawford N. and May Sellstrom Bargar Lectureship in $55,094 Support to the Institution Business and Economics The Baird-Fuller Memorial Fund Robert S. Bargar Memorial Lectureship Caroline Roberts Barnum and Julianne Barnum Follansbee Fund The Arnold and Jill Bellowe Lectureship The Alice M. Bentley CLSC Memorial Fund Berglund-Weiss Lectureship Fund John H. Bliss Memorial Fund June and Albert Bonyor Lectureship Fund Lowell & Frances Hyams Brentano Library Fund Dr. Edwin Prince Booth Memorial Lectureship Fund Chautauqua Literary Arts Endowment The Boyle Family Lectureship Fund Chautauqua Prize Endowment Fund Selina and Walter Braham Lectureship C.L.S.C. Class of 1940 Endowment Fund The Richard Newman Campen “Chautauqua Impressions” Fund C.L.S.C. Class of 1948 Endowment Fund Carnahan-Jackson Lectureship Court Family Endowment for the Literary Arts Chautauqua Fellows Fund The Louise Shaw Van Kirk Dill Fund William and Julia Clinger Lectureship The Paul and Mary Jean Irion Endowment Beverly and Bruce Conner Endowment for Education The Mary Anne and John Morefield Endowment for the The Joseph H. DeFrees Memorial Lecture Enhancement of Poetry The Edith B. and Arthur E. Earley Lectureship The Bess Sheppard Morrison CLSC Fund

25

ENDOWMENT FUNDS (CONT.)

William A. Morrow Fund Opera Gail Anne Clement Olson Fund $4,193,387 Assets The Martha and Scott Reading Fund $155,835 Support to the Institution Grace Tongren Ross Fund for Smith Memorial Library A. Chace & Josephine B. Anderson Opera Endowment Fund Smith Memorial Library Fund John E. Anderson Opera Endowment The Peggy and Andy Anderson Family Fund for Opera Youth Activities The Cynthia Auerbach Fund for Opera $591,597 Assets Bemus Endowment for Opera $23,067 Support to the Institution Anne and John Burden Opera Fund Ward T. Bower Youth Activities Memorial Chautauqua Opera Endowment Fund Elizabeth Elser Doolittle Fund for Youth The Chautauqua Opera Guild Endowment The Gelb Family Endowment Fund Thomas and Kathleen Clingan Fund for Opera Gelb Family Fund The Connolly Family Fund For Opera Cyril T. M. Hough and Lt. C. Randall Hough, USMC Memorial Fund The John A. and Emily McKnight Corry Opera Fund The Katie Howard Memorial Fund The Barbara Baldwin DeFrees Opera Fund Julius A. and Carol L. Nicolai Boys’ and Girls’ Club Endowment The Walter F. Ferchen Opera Fund The Popp Family Fund The Eleanor B. Franks Fund for the Opera Paul L. Sample Memorial Fund The James and Elisabeth Groninger Fund for Opera Andrew and Donna Sorensen Youth Activities Center Endowment The Jane A. Gross Opera Endowment The Laurence and Maria Wagner Family Fund The Kay Frantz Israel Fund for Opera Youth Activities Fund The Mildred Lesenger Fund for Opera The Kay H. Logan Opera Fund Other The Annette Pickens Malvin Memorial Fund for Opera $776,068 Assets The Christopher and Susan Martin Opera Fund $23,600 Support to the Institution The Margaret Clark Mercer Fund for Opera Emily and Richard Smucker Directorship for Education The Ralph E. Miller and Paul E. Cawein Fund for Opera The Steve Z. and Mary G. Mitchell Family Fund FINE & PERFORMING The Reverend Lloyd V. Moffett Opera Endowment Fund ARTS FUNDS The Robert G. and Lillian Vitanza Ney Family Opera Fund $14,639,881 Assets The Joseph A. and Anne T. Prezio Opera Endowment Fund $557,561 Support to the Institution The Richards Family Opera Fund The Molly Rinehart Fund for Opera General The Wadsworth Fund $2,878,480 Assets Charles Weaver and Family Fund for Opera $111,667 Support to the Institution Dr. Fred R. Whaley and Helen A. Whaley Fund for Opera The John T. and Katherine G. Bailey Family Fund The Robert and Virginia Young Opera Fund The Boyle Family Fund for the Performing Arts Zemsky Endowment For Opera Emily and John Corry Endowment for the Performing Arts The Barbara Baldwin DeFrees Fund for the Performing Arts Symphony The Edith B. and Arthur E. Earley Fund for the Performing Arts $4,128,352 Assets The Endowment Fund for the Performing Arts $159,229 Support to the Institution John Alfred and Oscar Johnson Memorial Trust Clement and Karen Arrison Endowment for Classical Violin The Lenna Fund for the Performing Arts Maggie Bella Symphony Orchestra Endowment Fund The Helen Cooper Mercer Fund for Performing Arts The Boyle Family Fund for the Chautauqua Symphony Orchestra National Endowment for the Arts Fund The Mary Peterson Chalfant Fund for the Chautauqua Symphony The Rittman Family Fund for Performing Arts Orchestra The Julia and Ralph C. Sheldon, Jr. Fund for the Performing Arts Chautauqua Symphony Orchestra Endowment Fund The Carl and Lee Chaverin Fund Shirley A. and Arthur R. Duffy Endowment for Classical Guitar

26 CHAUTAUQUA FOUNDATION

William D. Kuhns Fund for General Music Purposes of Visual Arts Chautauqua Institution $1,814,932 Assets The Jim and Lynn Levinson Fund for the Chautauqua Symphony $66,449 Support to the Institution Orchestra Je’Anne Griffin Bargar Endowment for Visual Arts Helen T. Logan Fund for the Chautauqua Symphony Orchestra The Chautauqua Art Association, Inc. Visual Arts Fund Mr. & Mrs. Sam A. Miller and Mr. & Mrs. Edward S. Babcox Dakin Family Fund for Dance Memorial Fund Shirley Mix Flynn Visual Arts Endowment The Mischakoff/Taylor Concertmaster Chair Fund Chip and Gail Gamble Visual Arts Endowment Margaret Miller Newman Fund for the Chautauqua Symphony Joan and David Lincoln Ceramics Endowment Orchestra Florence H. Norton and Cynthia Norton Visual Arts Endowment The David B. and Barbara Barrett Orr Music Fund Susan and John Turben Director of the VACI Galleries The Reinberger Fund for the Performing Arts Endowment The Gertrude Aldredge Shelburne Fund The Dr. James and Mary Anne Evans Singleton Fund for the Chautauqua Symphony Orchestra RELIGION FUNDS $4,899,771 Assets Symphony Patron Endowment Fund for the Chautauqua Symphony Orchestra $189,246 Support to the Institution The Trustees’ Fund for the Chautauqua Symphony Orchestra General Mary E. Whitaker Symphony Endowment Fund $1,378,244 Assets The Wilder Family Fund for the Chautauqua Symphony Orchestra $55,055 Support to the Institution Nora J. Williams Symphony Fund Campbell Department of Religion Fund Dent and Joan Williamson Fund for the Chautauqua Symphony Eleanor B. Daugherty Fund Orchestra Department of Religion Fund Department of Religion Leadership Fund Theater Carrell Leiper Hall Memorial Fund in Honor of Dr. Henry Smith $483,887 Assets Leiper $18,421 Support to the Institution Lois Raynow Department of Religion Fund The Arnold and Jill Bellowe Fund for Theater The Waasdorp Fund for Religious Initiatives The Nancy E. Brewer Fund for Theater Chautauqua Theater Fund Chaplaincies The Crockett Family Fund for Theater $870,939 Assets The Agnes H. and Hal A. Fausnaugh Fund for Theater Programming $35,010 Support to the Institution The Joel and Barbara Jacob and M. Jacob and Sons Marie Reid-Edward Spencer Babcox Memorial Fund Fund for Theater Robert D. Campbell Memorial Chaplaincy Helen Moe Fund for Theater Daney-Holden Chaplaincy Fund The Florence and Cynthia Norton Fund for Theater The Mr. and Mrs. William Uhler Follansbee Memorial Chaplaincy The Phoebe Wagner Ott Theater Fund J. Everett Hall Memorial Chaplaincy Samuel M. and Mary E. Hazlett Memorial Fund Dance Jackson-Carnahan Memorial Chaplaincy $1,140,843 Assets Alison and Craig Marthinsen Endowment for the Department of $45,960 Support to the Institution Religion The Paul and Toni Branch Fund for Dance The Geraldine M. and Frank E. McElree, Jr. Chaplaincy Fund Carnahan-Jackson Dance Chair Endowment Randell-Hall Memorial Chaplaincy The Carnahan-Jackson Dance Endowment Harold F. Reed, Sr. Chaplaincy Moore Fund for Dance Edmond E. Robb-Walter C. Shaw Fund John William Tyrrell Endowment for Religion

27

ENDOWMENT FUNDS (CONT.)

Lectureships SCHOLARSHIP FUNDS $1,346,539 Assets $6,479,373 Assets $51,791 Support to the Institution $254,014 Support to the Institution Carnahan-Jackson Religious Lectureship The Jack and Elizabeth Gellman and Zaretsky Family Fund A. Chace Anderson Fine and Performing Arts Scholarship The Ralph W. Loew Religious Lectureship Fund Peggy and Andy Anderson Family Scholarship Fund Richard W. Antemann Memorial Scholarship Robert S. and Sara M. Lucas Religious Lectureship Barakat Scholarship Eileen and Warren Martin Lectureship Fund for Emerging Studies The Michael L. Barnett Scholarship Fund in Bible and Theology Bell Tower Scholarship Fund Eugene Ross McCarthy Memorial Fund The Jill W. Bellowe Chautauqua Conservatory Theater Scholarship Rachel Alice Miller Memorial Fund The Chuck Berginc Scholarship The Presbyterian Association of Chautauqua Religious Dr. and Mrs. Arthur E. Bestor Scholarship Fund Lectureship Fund The Frances Black Scholarship Fund Arthur and Helen Reycroft Memorial Religious Lectureship Fund The Margaret B. Blossom Scholarship Gertrude Elser Schroeder Fund Bonnefoux/McBride Dance Scholarship The H. Parker and Emma O. Sharp Lectureship Fund June and Albert Bonyor Scholarship Fund for Ballet Rabbi Samuel and Lynn Stahl Lectureship for the Understanding Alexander W. Bouchal Memorial Scholarship of Judaism Ward T. Bower Memorial Scholarship Frederick Percival Boynton Scholarship Other JoAnn and Gene Buffo Voice Scholarship $1,304,049 Assets Lowell and Frances Hyam Brentano Fund $47,390 Support to the Institution The Anne C. Britton Memorial Scholarship Alice A. Allen Fund The Charles and Ethel Brody Theater Scholarship John E. Anderson Religion Endowment The Gladys Brooks Scholarship Endowment Fund The Reverend Noel A. Calhoun, Jr., D.D. Fund The Indiana-Peggy Hoover Bryan Voice Scholarship Campbell Department of Religion Audio-Visual Fund Shirley Budke Memorial Fund for Blind Students Joan Brown Cambell Department of Religion Endowment The Edwin L. Bullock Scholarship The Chautauqua Fund for Sacred Music The Lillian B. Bullock Scholarship Fund for the Exploration of World Religions and Spiritual Practices Burden-Staples Music Scholarship The Jack and Gretchen Grigsby Fund for Choral Enrichment Bennett and Mary Jo Burgoon Memorial Scholarship The Holden-Daney Fellowship Fund The Andrew L. and Gayle Shaw Camden Fund for Theater Arts Dr. William N. Jackson Religious Initiative Fund The Carnahan-Jackson Scholarship Fund The Chautauqua Art Scholarship Arville G. Light, Jr. Fund for Religion The Chautauqua Golf Club Scholarship Fund The Myra Baker Low and Katharine Low Hembree Family Fund The Chautauqua Theater Scholarship S.R. and Jennie Hamill McClure Family Fund The Chautauqua Voice Scholarship The William H. and Mary C. Park Religious Programming Fund Clark Scholarship Fund Harold F. and Mary Lou E. Reed Family Fund Joseph Clarke Scholarship Fund The Reeve Family Choir Music Fund Clarkson Family Scholarship Religious Initiatives Fund The Theodore R. Colborn Scholarship The Ann Simpson Rice Flower Fund The William Cole/King Scholarship The Allen Steere, Sr. Fund for the Department of Religion Beverly and Bruce Conner Scholarship Fund James and Barbara Copeland Scholarship Fund The Bettsy and Ellis Cowling Scholarship for Music The Daley Family Fund Eleanor B. Daugherty Scholarship Fund Diamond Jubilee Class of 1948 Scholarship Mary Lowe Dickinson Scholarship

28 CHAUTAUQUA FOUNDATION

Dietrich Family Endowment for Music at Chautauqua Elke Kieserling Hoppe Scholarship The Mardelle Dressler Dobbins Scholarship Cyril T.M. Hough Memorial Scholarship Fund The Rachel W. Eaton Scholarship Ruth M. Skinner Hutchins Scholarship Fund The Bina Edkin Eckerd Memorial Fund for the Fine and Innes Family Scholarship for Studio Arts Performing Arts The Dorothy M. Jackson Memorial Scholarship in Piano The Robert Hunt and Mary Campbell Eckhardt Memorial The Lucinda Ely Johnson Scholarship Scholarship The Max and Edythe Kahn Scholarship Fund David and Miriam Yanes Eddleman Voice Scholarship The Nancy and Norman Karp Scholarship Fund The Miriam Yanes Eddleman Dance Scholarship Thomas E. Kaufman Memorial Music Scholarship The Michael and Jane Eisner Scholarship Fund The Kaylor Family Scholarship Mary Cummings Paine Eudy Scholarship The Danny Kayne Music Scholarship Fund The Falk Scholarship Fund Audrey and Kenny Koblitz Scholarship The Agnes H. and Hal A. Fausnaugh Chautauqua Conservatory Konneker Scholarship Theater Scholarship The John and Mary Lou Kookogey Scholarship Beverly and Marvin Fiegelman Scholarship Fund for the Felicia and Andy Landis Memorial Fund Performing Arts The LaPenna-Koch Scholarship Genevieve Foote Findley Scholarship The Marilyn G. Levinson and Nathan Gottschalk First Chair Ted and Deborah First Scholarship Award for MSFO Endowment Edith Reid Flaster Memorial Dance Scholarship Anne R. Logan Scholarship Fund The Luella Morris Forney Memorial Scholarship Craig J Luchsinger Memorial Scholarship Wilbur D. Forney Memorial Scholarship Fund The Anne Mary and Richard M. Maddy Music Scholarship Fund Dr. Stephen Fudell Memorial Scholarship Endowment Marianne Elser Markham Endowment Fund The Harriet B. and Ralph T. Geller Memorial Scholarship The Lucille J. McClure Memorial Music Scholarship Fund Marjorie Geller Memorial Dance Scholarship Roberta J. McKibbin Memorial Scholarship for Visual Arts The Elizabeth & Jack Gellman and Deborah & Allen Zaretsky Everett and Sarah Holden McLaren Scholarship Scholarship Fund David L. and Jane K. Miller Art Scholarship Laurie Miller Piano Scholarship General Scholarship Fund Laurie Miller Voice Scholarship The Howard G. Gibbs Scholarship Fund Ralph E. Miller Memorial Scholarship for Music Sheila Gitlitz Scholarship Endowment The Ralph J. Miller and Florence L. Miller Memorial Scholarship The Gitlitz Scholarship Fund for Visual Arts in Music Glendorn Foundation Scholarship Fund The Sylvia Lucas Miller Scholarship in Music Golay-Bradford Endowment for Families The William E. Miller, Jr. Theater Scholarship The Rosalyn Goldberg Scholarship Fund The Augusta L. Ebert Molyneaux Scholarship The Toni and Joseph Goldfarb Scholarship Fund for Fine & The Elmer G. Molyneaux Scholarship Performing Arts The Mary Louise Molyneaux Scholarship The Alfred E. Goldman Scholarship Moore Scholarship Fund for Music The Jessie D. Grassie Class of 1882 Scholarship Jack I. and Barbara J. Morris Memorial Cello Scholarship Franklin P. & Fern Green and William P. & Ruth Bates Art Scholarship Gertrude T. Munger Piano Award Fund The Groff-Simpson Family Scholarship The Abe Neches Scholarship for Dance Grover Family Scholarship Fund The Marian A. Neubauer Scholarship G. Thomas & Kathleen Harrick Music Scholarship Lily Lee Nixon Fund Harris Scholarship for Performing Arts The Fayette S. Olmstead Foundation and Pittsburgh National Ruth Higby Haver and Della and David Higby Music Scholarship Bank Charitable Trust Fund Lillian B. Hersh Music Scholarship The Bernard Paul Memorial Scholarship Fund William and Pauline Higie School of Dance Scholarship Mary Elizabeth Peffer Music Scholarship William and Pauline Higie School of Music Scholarship Rosalie H. Pembridge Dance Scholarship Robert D. Hiller Scholarship Fund Pennsylvania Scholarship Fund The Arthur and Arlene Holden Scholarship for Chautauqua Pennybacker Memorial Scholarship W.T. Holland Memorial Piano Scholarship Endowment

29

ENDOWMENT FUNDS (CONT.)

Charles John Petre Memorial Fund Trombone Award FLEXIBLE PROGRAM William and Jane Pfefferkorn Scholarship for Music FUNDS The Ernest W. and Jeannette McClure Polley Scholarship $4,440,995 Assets Av and Janet Posner Art Scholarship $175,351 Support to the Institution Henry Rauch Memorial Scholarship The Douglas A. Raynow Memorial Scholarship The Bromeley Family Fund Robert D. Redington Memorial Scholarship The Carnahan-Jackson Foundation Fund for Chautauqua Joseph W. and Marilyn Hyder Richey Scholarship Endowment The Chautauqua/Jamestown Fund for Education, Religion and Rizzolo Family Fund the Performing Arts Roblee Scholarship for Families Connolly Endowment for Chautauqua The Winifred S. Dibert Fund for Chautauqua Joseph H. and Florence A. Roblee Scholarship Elizabeth Elser Doolittle Endowment Fund for Adult The Catherine Prussing Rodgers Scholarship Programming The Josette and Ronald Rolley Scholarship H. David Faust Leadership Fund Mary McQueen Ross Scholarship Scott and Patti Fine Endowment Fund Glen and Ruth Roush Scholarship Fund The First Family Fund The Richard B. Rubin Scholarship Fund The George and Julie Follansbee Family Fund The Sack Family Scholarship Craig and Cathrine Greene Family Fund Ann and Isidor Saslav Violin Scholarship in Honor of Mischa The Jane Robb Shaw Hirsh Endowment Mischakoff The Jim and Lynn Gasche Levinson Fund for Chautauqua The Henrietta W. Schlager Scholarship Locke-Irwin Fund The Charles G. Schwartz Scholarship The Loynd Family Fund Kuniko Washio Scollard Scholarship Fund for Music The Mackenzie Fund for Chautauqua The Sabina Mooney Seifert Memorial Scholarship Cornelia Chason Miller Memorial Fund Shreveport Friends’ Music Scholarship The Lewis Miller Memorial Fund A. Pope and Peggy B. Shuford Dance Scholarship The Walter L. and Martha Tinkham Miller Fund The Miriam S. Reading/Richard H. Miller Fund Ronald Perry Smith Scholarship Fund The Helen H. and Paul L. Sample Fund The Dr. William T. and Virginia W. Smyth Fund The Donald Chace Shaw Fund The Suzanne Gaider Sroka Scholarship Tate Family Endowment for Fine and Performing Arts The Madge Ryan Stirniman Scholarship The Edris and David H. Weis Family Fund George and Marianne Strother Scholarship Fund Dessie B. Tichenor Scholarship Fund OTHER SPECIFIED FUNDS Tustin Memorial Fund $929,565 Assets Alfredo Valenti Scholarship Fund $34,726 Support to the Institution Glenn G. Vance Music Scholarship Fund Nina T. Wensley Scholarship Allegheny Jazz Society Fund Katherine Karslake White School of Music Scholarship Barakat Fund The Dr. Frits & Corrie Wiebenga Scholarship Fund Philip J. and Barbara S. Brunskill Fund The Rachel Wilder and Phil Lerman Scholarship Buffalo-Chautauqua Idea and Connection: Galucki Family Victoria Willen Scholarship Fund for the Arts Endowment Fund The Mark W. Williams Scholarship The Cook Fund Cornell/Ingram/Karslake Awards Fund Mary Chenoweth Wright Scholarship Endowment Elizabeth Dickson Memorial Fund The Harriet G. Yanes Dance Scholarship Valentine and Elizabeth Rider Frees Fund The John B. Yoder Music Scholarship The Joseph and Anna Gartner Endowment Fund Chadwick Young Scholarship Charles Heinz and Louise Heinz Lockhart Fund The Frank G. Karslake Fund Samuel J. Kresge Fund

30 CHAUTAUQUA FOUNDATION

Elizabeth Miller Fund TEMPORARILY RESTRICTED FUNDS Laura Ariane “Laurie” Miller Connections Fund $631,168 Assets The Morgan-Ludwig Fund $185,951 Support to the Institution The Helen M. Overs Fund Jason and Nancy Weintraub Chautauqua Community Band AADH Fund Endowment Amphitheater Fund Jack A. and Muriel Winter Endowment Fund Julia Gibson Axtell Memorial Fund Jack R. Winter Fund Braham Garden Fund Michael Winter Fund The Wendy Cohen Fund The Thomas P. and Shirley M. Woolaway Fund Court Family Fund for Visiting Authors Fowler Kellogg Maintenance Fund SEGREGATED Barbara and Peter Georgescu Fund The Will and Ann Lee Konneker Fund for Chautauqua ENDOWMENT FUND Candace Littell and Scott Maxwell Endowment Fund $81,617 Assets Percy Fund for Chautauqua $30,000 Support to the Institution

Harry A. Logan, Jr. Fund for the Performing Arts

ELAINE YADWIN RIESER

Elaine Yadwin Rieser first came to Chautauqua in the 1980s, where she would subsequently meet the man who would become her second husband, the late Richard Rieser. Chautauqua Institution President, Dan Bratton, married them in the Hall of Philosophy in 1987. Elaine was an ardent attendee of Chautauqua Theater productions, CSO concerts, and morning and afternoon lectures. She was also a member of the Chautauqua Women’s Club. As a member of the Eleanor B. Daugherty Society, Elaine specified that her bequest be used for unrestricted endowment. “Elaine Rieser was a spirited member of the Chautauqua community who thought deeply about the challenging topics discussed here,” says President Tom Becker. “She made a promise to Chautauqua, and her legacy gifts to the Challenge Campaign and the Promise Campaign now total well over $2 million, which will be used to continue the kind of engaging programming in education and the arts that Elaine appreciated.”

EVERY GIFT MATTERS 31

CUMULATIVE SUPPORT TO ENDOWMENT

The following donors have Emily and John Corry Mr. and Mrs. Ralph C. Sheldon, Mr. and Mrs. Hal A. Fausnaugh contributed $10,000 or more Eleanor B. Daugherty Jr. Lauren Rich Fine and Gary Giller to the endowment of the Mr. and Mrs. Joseph H. DeFrees Mr. and Mrs. J. Bruce Stromgren Scott A. and Patricia Fine Chautauqua Foundation. We Barbara and Peter Georgescu Robert and Joyce Tate Dr. and Mrs. Myron B. Franks thank them for perpetuating Susan and Thomas Hagen Dr. and Mrs. Robert J. Weiss Chip and Gail Gamble the idea and place of Dorothy and Bill Hill Lutie Soper Wilsdon Memorial vic and Joan gelb Chautauqua. These totals Dr. and Mrs. W.R. Konneker Virginia H. and Robert R. Young Elizabeth and Jack Gellman include gifts received, pledged, William D. Kuhns Trust Glendorn Foundation transferred to the pooled Steve and Polly Percy $100,000 to $249,999 Mr. and Mrs. Timothy B. life income fund and certain Miriam S. Reading and Richard Mrs. Lucille S. Adamson Goodell planned gift commitments H. Miller Paul M. Alexander Mr. and Mrs. William R. made since May 1937. Mr. and Mrs. H. Parker Sharp Andy and Peggy Anderson Goodell Mr. and Mrs. Robert O. Wilder Mr. and Mrs. A. Chace Jim and Elisabeth Groninger New donors are denoted with Anderson Bonnie and Jim Gwin orange and changes in giving $250,000 to $499,999 John E. Anderson Becky and Fred K. Habenicht, Jr. levels are denoted with a Anonymous (1) Jack and Elizabeth Armstrong Travis and Betty Halford green dot. Sandy and Quint Anderson Clement and Karen Arrison Dr. Heber R. Harper Nancy and Dick Bechtolt Foundation Lisa Heinz In Excess of $2,500,000 Arnold and Jill Bellowe Penny Bank Bruce and Eleanor Heister The Carnahan-Jackson June Bonyor Tracy and John Barakat Katherine Hembree Foundation Ms. Lillian Brink Robert and Je’Anne Bargar William F. and Pauline G. Higie Mr. and Mrs. Oliver M. Gary and Willow Brost Mary and Charles Beggerow Jane Robb Shaw Hirsh Langenberg John W. and Anne Staples Erika Block Mr. and Mrs. Arthur S. Holden, Jr. Elizabeth S. Lenna Burden Cathy Bonner and Ken Wendler The Elke Hoppe Youth Mr. and Mrs. Richard M. Rieser Chautauqua Opera Guild Ellis Bradford and Clara Wood Advancement Trust Patty and Spencer Van Kirk III Geoff and Kathie Church Golay The Hultquist Foundation, Inc. Wendy and Edward Cohen P. James and Barbara Brady Charles R. Hunter, Jr. $1,000,000 to $2,499,999 John C. Court Family Mr. and Mrs. James W. Braham Mr. and Mrs. Wilmot W. Irish Anonymous (1) Foundation Twig and Barbara Branch Mr. and Mrs. Forest B. Irwin Mrs. Robert D. Campbell Mrs. Grant A. Dibert Mr. and Mrs. John E. Britton Kathryn Frantz Israel Jack Connolly June and Barry Dietrich Jean and Tom Bromeley The Johnson Foundation Dr. and Mrs. R. William Cornell Shirley A. and Arthur R. Duffy The Gladys Brooks Foundation Jeannette D. Kahlenberg Mr. and Mrs. Robert W. Cornell Arthur E. Earley Maxine M. Carleton Richard and Mary Kelly Joan and David Lincoln Mr. and Mrs. George L. Dr. Paul E. Cawein Kevin and Joan Keogh Kay H. Logan Follansbee The Honorable and Mrs. Ron and Rosie Kilpatrick Martha and Harold F. Reed, Jr. Char and Chuck Fowler William F. Clinger Donald W. King Mr. and Mrs. Robert M. Smith General Electric Foundation Beverly and Bruce Conner James T. and Hetty E. Knox Mr. and Mrs. Richard K. Smucker Bill and Angela James The Crockett Family Ingeborg E. Koch Lowell and Rebecca Strohl and Mary Kuhns Trust Kevin, Karen and Jonathan Ronald and Barbara Leirvik Family Jim and Lynn Levinson Crowder Kathryn Lincoln Mr. and Mrs. Ralph Swingle Mrs. John C. Lincoln Mr. and Mrs. John R. Cummings Helen T. Logan Charitable Trust Mrs. Charles H. Lytle The DeFrees Family William C. Lortz $500,000 to $999,999 Warren K. Martin Foundation Dr. Barb Mackey Dorothy L. Anderson Cornelia C. Miller David B. Delancey Anna Mary and Richard M. Arthur and Barbara Banner Miss Jane C. Morgan Jennifer DeLancey Maddy Caroline Van Kirk Bissell Mr. and Mrs. Lewis W. Morgan Elizabeth Elser Doolittle Alison and Craig Marthinsen Mr. and Mrs. Edward P. Boyle National Endowment for the Charitable Trust Ms. Cordelia S. May Andrew L. and Gayle Shaw Arts Drs. David and Miriam Y. Miss Mary E. McCarn Camden The Estate of Gail Clement Eddleman Dr. and Mrs. John W. Mr. and Mrs. David H. Olson Ann O. Edison McCredie, Jr. Carnahan Marjorie McCarthy Robins Mrs. Mina Miller Edison Dr. and Mrs. Frank E. McElree, Jr. Mr. and Mrs. George L. Cornell Herbert B. and Gerda Sachse Theodore M. Edison W. Richard and Mary Lu Mertz

32 CHAUTAUQUA FOUNDATION

Edward and Lynn Metzger Stuart and Sybil Willen Esther M. Huntoon Renjilian Family R. James Miller and C.L. John B. Yoder IBM Les Reynolds and Diane Payne Schelhas-Miller Shirley and Sam Zemsky Dr. and Mrs. Paul Irion Reynolds Ministrare, Inc. Steve Zenczak and Pat Feighan Richard L. and Lisa S. Jackson James Rinehart Avril Moore Mr. and Mrs. Robert Jacobs Molly F. Rinehart and Charles Mr. and Mrs. Frank W. Moore $50,000 to $99,999 Karin A. Johnson L. Christian Thomas A. Moore Anonymous (1) Mr. and Mrs. David Jubell Mrs. Mary D. Ritts Mr. and Mrs. James Reed The Children of Julia Gibson Mr. and Mrs. Max W. Kahn Doris H. Ruslink Morris, IV Famil Axtell Mr. and Mrs. Dale E. Kaufman Jone and Bill Schlackman George E. and Susan Moran John T. and Katherine G. Bailey Jane and Chaz Kerschner Newton B. Schott, Jr. and Toni Murphy David and Wendy Barensfeld Christopher Keyser and Susan LeQuire-Schott Richard M. Murray Zoe and Ken Barley Sprung Mrs. Gertrude Elser Schroeder The Robert L. and Kimberly Jo Bell Judy and Jim Kullberg John and Barbara Schubert J. Myers Fund of the William and Christina Bemus Arthur C. LeVan, Sr. Dr. O. Peter Schumacher Community Foundation of Mrs. Cora M. Blair Stella C. Logan Mme. Shao Fang Sheng Tampa Bay Mary Helen Boyle and Ted Arnn Flora and Ross Mackenzie Dorothy E. Shepherd National Endowment for the Sara E. Bradley Mr. Gerald and Rev. Dorothea Dr. and Mrs. William T. Smyth Humanities Nancy E. Brewer Maloney Donald T. Snow, Jr. Margery and Sanford Nobel Katharine J. Carnahan Robert and Carol McKiernan Mr. and Mrs. George T. Snyder Hale and Judy Oliver Mary Peterson Chalfant Sarah and Everett G. McLaren Rabbi Samuel and Lynn Stahl Robert A. Ott, Jr. Carl Chaverin Mrs. Helen Cooper Mercer Linda Steckley and Pete Weitzel Mr. and Mrs. William H. Park T. James and Hazel Clarke Margaret C. Mercer Steel Hector & Davis Mary Lou Parlato Memorial Trust Dr. and Mrs. Donald E. Milks Allen and Margaret Steere Dorothy M. Payne Mr. and Mrs. Thomas O. Clingan Dr. and Mrs. David L. Miller Mrs. Marjorie P. Sterritte Miss Margaret A. Penn Mr. and Mrs. Eugene S. Cohen Laura Ariane (Laurie) Miller Dorothy B. Stevenson Sheila Penrose and Ernest Wendell and Ruth Gerrard Cole and Lois C. Greisman Jay A. Summerville Mahaffey Ruth Collyer Richard H. Miller, Jr. Linda Tyrrell Prue C. and William M. Petre Richard and Dorothy Comfort Mrs. Walter L. Miller Mildred T. Underwood Gloria Plevin Martha S.H. Cowles Dr. Steve and Mary Gibbs Mr. and Mrs. E.J. Verlie Richard A. and Esther M. Popp Marty and Sandy Coyle Mitchell Peter and Nancy Waasdorp Sam and Petey Price Dorothy L. Downing Helen Vallance Moe Evelyn H. Wargo Mrs. Lois Raynow Carol McCarthy Duhme Mary Anne and John Morefield Ann W. Webb The Reinberger Foundation Bob and Lora Lee Duncan Mrs. W.A. Morrison Mrs. Nina T. Wensley Mr. and Mrs. Bartlett Richards, III Miss Helen C. Estabrook Robert J. and Cynthia A. Murray Helen M. White Mrs. Bartlett Richards Leon Falk Family Trust Mrs. Kathryn K. Musgrove Jack and Lee White Pat and Bill Rittman Sylvia M. Faust Mr. and Mrs. Joseph A. Katherine Karslake White Drs. Larry and Carol Rizzolo Ted and Deborah First Neubauer Subagh Khalsa and Subagh Joseph H. and Florence E. Mr. and Mrs. Robert K. Fletcher Drs. Robert and Lillian Ney Winkelstern Roblee Foundation Mr. and Mrs. James L. Flynn Mr. and Mrs. Christopher D. Mr. and Mrs. Roy A. Wissel Wallace P. Rusterholtz Dr. and Mrs. Mark Foglesong Norton Tom and Shirley Woolaway Mr. Donald Chace Shaw Dorothy Forney Florence H. Norton Jane and Walter C. Shaw, Jr. Jane Fortune Steve and Anne Odland $25,000 to $49,999 Andrew and Donna Sorensen S. Allen Goodwin Mr. and Mrs. Robert B. Osburn Anonymous (2) Lydia Strohl and Eric Craig and Cathrine Greene Barbara and Robert Pace Mr. and Mrs. Zachary Abuza Riddleberger Fred and Judy Gregory Mary and Jim Pardo Allegheny Jazz Society Mr. and Mrs. Robert C. Switzer Mrs. E. Snell Hall Tim and Pat Peters Mary Apple Susan and John Turben Kathleen E. Hancock Dr. and Mrs. Robert L. Pickens Leon W. Archer John and Linda Wadsworth Sarah R. Hankey Av and Janet Posner Sherra and Jim Babcock Charles and Lois Weaver Tom and Kathy Harrick Dr. and Mrs. Joseph A. Prezio Mr. and Mrs. James M. Bailey Edris and David H. Weis James and Kathleen Harris Mary Oram Reading Miss Julia M. Bates Norman and Marilyn Terrie Vaile Hauck Mary Lou Reed William E. and LaDonna G. Weizenbaum Pamela and Bradley Hemminger Leslie C. and Timothy M. Bates

33

CUMULATIVE SUPPORT TO ENDOWMENT (CONT.)

Tom and Jane Becker Errol and Oakley Green John P. McCune Dent and Joan Williamson Gordon B. Benn Don and Kathleen Greenhouse Grace and John McKinnon Mr. and Mrs. Jack A. Winter Susan and Fran Bonsignore Kent I. and Fredrika S. Groff Mr. and Mrs. William A. Mr. Jack R. Winter William Wallace Booth Jane A. Gross McKnight Mr. Michael Winter Edward J. and Martha J. Mr. and Mrs. Brent R. Grover Mr. Earle A. Miller Daniel and Pam Wissel Borowsky Thomas L. Hagner and Linda A. Mr. and Mrs. Dawson E. Sally L. Wissel Richard and Susan Bosland Ulrich-Hagner Molyneaux Henry L. Wood Mrs. Alexander W. Bouchal Tirzah H. Hall P.M. Moore Foundation Caroline P. Young Mrs. Ward T. Bower Sam and Diana Harbison Martiza L. Morgan Allen and Deborah Zaretsky Mr. and Mrs. Walter Braham, Jr. Mr. and Mrs. Walter O. Harf Grace L. Newbury Zurn Industries, Inc. Toni and Paul Branch Mrs. Edward Haupt Mr. and Mrs. Julius Nicolai David and Sharon Britton Bruce and Mary Stroh Office Depot Inc. $10,000 to $24,999 The Kate and Isaac Brody Henderson Dr. David B. and Barbara J. Anonymous (6) Foundation Mr. and Mrs. George H. Barrett Orr Rena Aldredge Christine and Jason Brueschke Herchenroether Charles E. Peirce Eleanor Allison Jacqueline and Selden Campen Carol and Bob Hopper and Rebecca A. Penneys Myrtle Armbuster Mrs. Barbara P. Chadwick Barbara Mathias Mr. and Mrs. Bruce E. Pindyck Nancy Miller Arnn Chautauqua Bird, Tree and Mr. and Mrs. Cyril T.M. Hough Mr. and Mrs. Melvin N. Bennie and Dick Arnold Garden Club Evelyn G. Howard Pomerantz Mr. and Mrs. Reid B. Babcox Chautauqua Center for the Pat and Jay Hudson Presbyterian Association of Robert B. and Mary W. Bargar Visual Arts Mrs. Helen Pickup-Hyman Chautauqua Steve and Kathe Barge Chautauqua Golf Club Project/ Jeff Innes and Sue Hammond The Rait Family Dr. Michael L. Barnett Board of Governors Juanita Wallace and John Arter Dick and Caran Redington Beatrice Bates Cynthia Clarke Jackson Josette and Ron Rolley Alice Ward Benedict Roger and Suzy Conner Louise Jackson Sarah and David Rosen Glenn and Margaret Benjamin Barbara and James Copeland Bob and Selina Johnson Mary M. Ross Evie and Stacey Berger Sarah A. Corns Mr. and Mrs. Charles E. Kaylor Rick and Joyce Ross Frances Black Ellis and Bettsy Cowling Fund Keeva and Joan Kekst Dr. and Mrs. R. Bradley Sack Mr. and Mrs. Alan J. Blair of Triangle Community Barbara and Herb Keyser Arthur Scavone and Anne Hoyt David R. and Margaret Blossom Foundation Mathilda Munroe Klaus Scavone Loretta E. Bower Laura and Brad Currie Lawrence G. Knecht Dr. and Mrs. William Blake Mr. and Mrs. John L. Bracken Jim and Karen Dakin Samuel J. Kresge Selnick The Braitmayer Foundation Elizabeth Danielson Dr. Lewis and Alice Kuller Mr. and Mrs. Donald W. Sharp Wanita Bratton Mr. and Mrs. Morgan O. Mr. and Mrs. Irving B. Lacy Peggy and Pope Shuford Frances Hyams Brentano Doolittle Gerald F. and Jane Y. Lahey Dr. James A. and Mary Anne Felix Brueck and Ann Kowal Rita A. Dunn Estate of Velma Jean Laird Singleton Smith Eli Lilly and Company Mr. and Mrs. Robert Laubach Mrs. Nancy Coburn Snyder Jeff and Mary Jo Buckwalter Foundation The Rev. and Mrs. Thomas C. Mrs. Constance Somers Dick and Margie Buxbaum Ellwood Group, Inc. LeClere E. Jane Stirniman and Jeanne Byham Charitable Foundation Cordelia C. Ensign Ms. Mildred Lesenger E. Wiebenga Genevieve Chaney Jean and Sigo Falk Levi Strauss Foundation Eleanor M. Thomas Chautauqua Women’s Club, Inc. Mr. and Mrs. Robert W. Fay Arville G. Light, Jr. Dessie B. Tichenor Mr. and Mrs. John R. Churchill Jennifer J. and Richard J. Paul P. and Anne M. Luchsinger Steven and Gwynneth Tigner Judith S. Claire and Robert W. Flanagan Linda and Saul Ludwig Time Warner Foundation, Inc. VanEvery George L. Follansbee, Jr. and Dale and Mary Lyndall Dr. and Mrs. Richard B. Viehe Alan and Betsy Clark Gay Didget Macy’s Foundation Mr. and Mrs. Arthur E. Wade John R. Cochran Dr. and Mrs. Herbert P. Fritz Holly Mak and Marc Hersh Nina and Norman Wain Mark Cohen and Miriam Vishny Dennis J. Galucki Mr. and Mrs. Timothy J. Manor Ms. Jo-an M. Webb Mr. and Mrs. Dan W. Cook Marc Geller and Family Herbert and Lorraine Weier Mildred K. Cooper Marjorie Geller Mrs. Marianne Elser Markham Dr. and Mrs. Fred R. Whaley, Sr. Thelma and William F. Cooper Carole Gladstone Chris and Sue Martin Cynthia C. and Terry R. White Mary Frances Cram Mr. and Mrs. Alfred Goldman Samuel R. and Ann J. McClure Nora J. Williams William R. Crawford Trust

34 CHAUTAUQUA FOUNDATION

Joseph and Nancy Cruickshank Dr. Homer J. Hall David Magee and Cheryl Mr. and Mrs. Jack D. Rice Deborah E. and William A. Mrs. J. Everett Hall Roberto Jay and Marilyn Richey Currin Donna and Mark Hampton Mrs. Jeannette B. Mainwood Kathleen M. Riley Dr. Abdallah S. Daar Mr. and Mrs. James Pryor Jesse and Cathy Marion Jane and Carlyle Ring, Jr. Ms. Gertrude Daney Hancock Sara Carson Marrs Rachel and Philip Rogers Dr. and Mrs. George J. D’Angelo Robin and Katie Swanson- Dianne K. Martin William D. Rogers Mr. and Mrs. William D. Dawson Harbage Clara Masik Marcia and Jerry Rothschild Harry Deischer Edna B. Harvey William and Elizabeth Mather James and Maureen Rovegno John P. DeVillars Samuel and Margaret Hazlett Mr. Eugene Ross McCarthy Dr. David and Susan Rubin Mollie Dicker Mr. and Mrs. D. Armour Robert H. McClure Ann Salsbury Patricia and Robert Dietly Hillstrom Mary Jane McClurg Ralph and Gretchen Sather Louise Shaw Dill Mrs. Margaret S. Hitchcock Mrs. W.D. McCreery Ms. Mary Seifert Mrs. Harry E. Dobbins Sallie Lou Holder Mr. and Mrs. Daniel J. McEvoy Kevin and Susan Shea Willis E. Dobbins Mrs. Robert Cleveland Holland Anne and Walter McIntosh Elaine and Allen Short The Donum Fund of The Todd Holland and Scotch Ellis Lindy McKnight and Erin Betty and Alan Siegel Cleveland Foundation Loring Cunningham Joanne and Bert Simons Mrs. Pearl P. Dopp Marguerite B. Hough J.J. Medveckis Foundation Frank D. Skinner Helen H. Dyer Harriet Howe Elizabeth Miller Trust Tom and Penny Small Dorothy Eadie John and Meredith Hudson Mr. and Mrs. Lewis Miller Dr. Robert G. and Katy T. Smith Mr. and Mrs. Michael Eisner Margaret A. Hukill Mr. Richard H. Miller, Jr. Dolores Thompson Sparks Orril H. Elder International Order of the Mrs. William E. Miller, Jr. Clyde Speer Envirogas Inc. King’s Daughters and Sons Mrs. Virginia Moore Evangeline McKnight Speer Renee Evans David Ives Pamela Shaw Morey Marcia Steel Mr. and Mrs. Henry Everett Ruth H. Jackson Jo Jo and Tony Muir Lois A. Steere ExxonMobil Foundation Barbara and Joel Jacob John and Beth Munro Joan Stevens John D. and Laura M. Faust Mary Hillman Jennings Louise and Joseph Musser Jana and Stanley Stone, Jr. Mr. and Mrs. C. Fred Fetterolf Foundation Bill and Ellen Neches Dan and Ann Sullivan Dr. Marvin L. and Beverly Johnson & Johnson Family of Alice Shelburne Neild Vern Swaback Fiegelman Companies Mr. and Mrs. Jack M. Nelan Mr. Howard Talks and Ms. Gerald Flaster Miss Doris Goodrich Jones The Newman’s Own Fund Carol Hall Ruth Harper Follansbee John F. and Mary Giegengack John A. and Ann Odell Mr. and Mrs. Frank E. Taplin, Jr. Suzanne and Richard Follansbee Jureller Kathy and Jim Pender and the Sue and Gary Tebor Robert F. Forbes Patricia Kaighin Michael Pender Memorial Martha M. Teich Fradin Silberstein Foundation Rich and Sally Kalin Fund of the Cleveland Harold and Jean Thurston Edward J. and Gloria Palmer- Mr. and Mrs. William G. Karslake Foundation Tiger Management L.L.C. Fuller Evelyn Hoffman Kasle William and Jane Pfefferkorn TRW, Inc. The G.A.R Foundation Annie H. Kelsey Ellis L. Phillips Foundation Dr. Carl A. and Mary L. Viehe Jessie Leslie Gallup Georgiana Bole King J. Jason Phillips and Sheila Dick and Debby Wade Louise N. Farnsley Gardner Patricia L. King Schroeder Larry and Maria Wagner Mrs. Fred Gasche Joan G. Kissner Pittsburgh National Bank Carolyn and Bill Ward General Mills Foundation Arvid J. Kling Jeannette A. Polley Kitty and Guy Warman and Helen W. Giacobine Mae S. Kling Presbyterian Foundation Family Mr. and Mrs. Joseph Goldfarb Dr. and Mrs. Robert Kyler Anne S. Prussing Kuniko Washio and William Patricia Goldman and Stephen John and Alice Langenberg Dr. Bert and Mary Rappole Scollard Kurzman Barbara Widrig Lee Imam Feisal Abdul Rauf and Florence Mina Miller Weiler Michael Goodell Martin and Eileen Leinwand Daisy Khan Elizabeth Ann Wick Kathy and Al Gordon Jack and Ellie Lesser Mrs. George F. Reed Rachel Wilder and Lerman Adair B. Gould Clare and Mace Levin Isabelle R. Reed Norma K. and Allan P. Wilson Graphic Forms and Systems Edna H. Love Gary and Colleen Reeve Mrs. Lou Wineman Division of Belknap Robert S. Lucas Family Trust Suzanne and Thurston Reid Ann P. Winkelstein Bluie and Kitty Greenberg Stan and Sara Lundine Agnes H. Reigart Meryl and Charles Witmer Jean E. Groff Mrs. Lillian Buxbaum Madway Curtis and Pamela Reis Mr. and Mrs. Howard Zemsky

35

FISCAL 2015 CONTRIBUTORS TO ENDOWMENT

The Foundation expresses Denise Begley Miriam Charney Diane M. Druck sincere appreciation to the Arnold and Jill Bellowe Chautauqua Bird, Tree and Katy Duda many individuals, corporations, Rowland F. Bennett Garden Club Shirley A. and Arthur R. Duffy and foundations whose cash Ken and Carolyn Benton Chautauqua Region Mr. and Mrs. Thomas Dumm gifts to endowment were Barbara Berg Community Foundation Bob and Lora Lee Duncan received during fiscal year Charles and Cynthia Berginc Gordon Cherry Dr. and Mrs. R. Jackson Dykes 2015. We extend our thanks Donald H. and Barbara K. Dr. James J. and Carol A. Eli and Rachel Eban to these many contributors Bernstein Family Foundation Chimento Eileen and John Eckert for their generous support Phillip and Linda Berrey Carol Hayes-Christiansen Drs. David and Miriam Y. — the very reason for our Cheryl Bintz Dr. Sebastian and Marilyn Eddleman continued success. Mr. and Mrs. Harvey Biskin Ciancio Deborah Edge and Neal Mann Caroline Van Kirk Bissell Scott Cichacki Doug and Florida Ellis We have highlighted donors Kim Bissell Judith S. Claire and Robert W. Janet V. Enders new to this list in orange. Mary Bisson VanEvery Marcia Epstein Gary and Jane Blemaster Claremont Lincoln University Faith United Methodist Church Lori Abbott Karen Blozie Alan and Betsy Clark Jean and Sigo Falk Leslie and Beth Adler Renate Bob Cathy and Bert Clark Joy F. and Robert P. Fallon Joan and David Alexander Richard and Nancy Bohn Bryan Chase, Lisa, Elizabeth, Patricia Feighan and Stephen Nancy, Ron, Sean and Cynthia Cathy Bonner and Ken Wendler Emilee and Erica Clayton Zenczak Allen and Jude St. Vincent Linda E. Booth Mr. and Mrs. Thomas O. Clingan Joyce Feola Alumni Association of the CLSC Jeannette M. Boucher The Honorable and Mrs. Pete M. Ferretti Andy and Peggy Anderson Sara E. Bradley William Clinger Antoinette Ferrino Bonnie Anderson Karen Bradshaw Drew P. Cobbs Gregory Ferriss Anna Antemann P. James and Barbara A. Brady Lawrence and Luann Cohen David and Peggy Fessenden Paul Anthony and Joanne Mr. and Mrs. James W. Braham Wendy and Edward Cohen Scott A. and Patricia Fine Ritacco Twig and Barbara Branch Jack Connolly Robert Finlayson Amanda Armstrong Barbara Painkin Brandwein John and Susan Connor Sarah Finlayson and Lindley Jack Armstrong Sharon Brill William and Janella Cooley Degarmo Kim Arnn Rev. Dr. William and Margaret Margie and Grant Cooper Frank Finnerty Eleanor and Richard Aron Brockman Thelma and William F. Cooper Ted and Deborah First Clement and Karen Arrison The Kate and Isaac Brody Mr. and Mrs. George L. Cornell Greg and Gail Flickner Foundation Foundation Lois I. Kaufman Cornell George L. Follansbee, Jr. and The Children of Julia Gibson Jean and Tom Bromeley Emily and John Corry Gay Didget Axtell Gary and Willow Brost Mary and Paul Coulter C. Henry and Caryn O. Foltz Sherra and Jim Babcock Mr. and Mrs. Franklin A. Brown Ellis and Bettsy Cowling Fund Char and Chuck Fowler Jacqueline Bach Patricia M. and Ernest G. Brown of Triangle Community Michael and Jen Fox John T. and Katherine G. Bailey Diane Bruce Foundation Freay Funeral Home Kathy Baker Christine and Jason Brueschke Virginia H. Cox Jean B. Gaede Marvin and Susan Baker William C. Buettner Edna S. Crissman Dennis J. Galucki Penny Bank Dan and Mary Lynn Bukey Ann and Jim Curry Chip and Gail Gamble Zoe and Ken Barley Laura Peterson Butler Dr. James and Shelly Dahlie Ming Gao Constance Barton and William The Byham Family Jim and Karen Dakin Judith Garfinkel Northrop Andrew L. and Gayle Shaw Richard and Marty Davis Gay Gaskins William E. and LaDonna G. Camden Janet and Michael Day Judy D. Geering Bates and Family Diane M. Carlson and William Aimee Dechter Dr. Marc Geller Nancy Bechtolt Freyd Linda Di Santis and Bob Kerr General Electric Foundation Patti Becker Patricia J. Cass Dennis and Elizabeth Diehl Barbara and Peter Georgescu Tom and Jane Becker Dr. Paul E. Cawein June and Barry Dietrich Jeanne Gerry Ellen Beckwith Steve and Janet Caywood Bob and Nancy Dimicco Christopher and Helena Gibbs Gary and Gena Bedrosian Anita Chadwick Judith and Roger Doebke Marjorie Gingell Nancy A. Beeson Jackie and Roger Chagnon Donald E. Dorn George Gitlitz Mary and Charles Beggerow Edward A. Chapleau Patricia Dougherty Jeffrey and Norma Glazer

36 CHAUTAUQUA FOUNDATION

Beverly Ann J. Glockler Dr. and Mrs. Michael Hirsh Drs. Donald West and Mary Mr. Gerald and Rev. Dorothea Pam and Richard Goetsch Dr. and Mrs. Robert F. Hirt Elizabeth King Maloney Daryl Goldberg and Steve Swank Sallie Lou Holder Linda and Peter King Beverly J. Mann Bob and Jeanne Golden Anita and Sidney Holec William M. Kinley Mr. and Mrs. Timothy J. Manor Mr. and Mrs. Alfred Goldman Mark Holley Bob and Priscilla Kirkpatrick and Family Marjory Goldman Carol and Bob Hopper and Ingeborg E. Koch and Elsbeth Natalie Manzino Patricia Goldman and Stephen Barbara Mathias Pfuhlmann Dr. and Mrs. John R. Marcellus Kurzman Pat and Jay Hudson John and Susan Kocher and Judi Seifried Mr. and Mrs. Timothy B. Goodell Margaret A. Hukill Helen Kohler Lynne A. Marks Google IBM Nancy Kole Chris and Sue Martin Sandy and Al Gordon Charles and Dale Inlander Greg, Valeria, Ryan, Tate and Dianne K. Martin Cheryl O. Gorelick Jeff Innes and Sue Hammond Reese Kopulos Will and Betsy Martin Dan and Karen Gottovi Pamela and Scott Isquick John and George Kopulos Ryan, Heather, Joshua and Brian and Claudia Grant Mr. and Mrs. Howard E. Jackson Douglas Kreider Justin Maurer Lawrence Greenberg, MD and Juanita Wallace and John Brian and Deborah Moore M. Scott McBride Rodney Schlaffman Arter Jackson Kushmaul Robert McClure Craig and Cathrine Greene Louise Jackson Gerald F. and Jane Y. Lahey Amy McGann and Daniel Petrov Cristin Gregory Richard L. and Lisa S. Jackson Lakeside Sales Ltd. Heidi Scheirer McGrew and Fred and Judy Gregory Carole Jacobson Nancy S. Langley Allen McGrew Lois Greisman Fern and David Jaffe Richard and Nancy Langston Janet McKenna Jean E. Groff The Susan Jaimes Family Mr. and Mrs. Robert E. Laubach Susan and Jack McKenna Kent I. and Fredrika S. Groff Bill and Angela James Meg Lay Mrs. Arnold McKinnon Bonnie and Jim Gwin Karen and Jeff James Barbara Widrig Lee Grace and John McKinnon Becky and Fred K. Habenicht, Jr. Jamestown Musical Association, Blossom Leibowitz Claudia McKnight Susan and Thomas Hagen Inc. Local 134 A.F. of M. Jeff and Nancy Leininger Joyce C. McKnight Travis and Betty Halford Catherine Jarjisian Virginia B. Lenz Terry and Levering McQuillan Donna and Mark Hampton Will Jayroe Jay Lesenger Patrick and Amy Mead Toby and Lynn Hanks Bob Jeffrey Arthur C. LeVan, Sr. Margaret M. Mergenhagen Bert Hansen Katie and Jacob Jensen Kathryn and David Levy Rebecca P. Mergenhagen Leila and Joe Hanson The Johnson Foundation Greta and Jay Lewis Hilda J. Milham Robin and Katie Swanson- Becky and Alston Johnson Bernard and Batia Lieberman Jeffrey A. Milham Harbage Bob and Selina Johnson Kathryn Lincoln Ian and Elizabeth Miller Bob Hare Don and Julie Johnson Mr. and Mrs. Herbert W. Lind Laura Miller John Harmon James T. and Pamela B. Johnson Dr. F. Palmer Lindblom and Lloyd and Andrea Miller Gloria Harris and Monty Sher Laurie M. Johnston Eric Lindblom and Family Margaret Miller James and Kathleen Harris Janet Kagarice Cary and Susie Lindsay Mark and Betsy Miller Terrie Vaile Hauck Lois and Marlin Kagarice Mr. and Mrs. Anthony E. Link R. James Miller and C.L. John and Jennifer Haughton Jeannette D. Kahlenberg Betty A. Lock Schelhas-Miller Jane Hauser Richard D. and Rebecca R. Kay H. Logan Sylvia Lucas Miller Barbara and Mike Hayes Kahlenberg Stephen and Kathleen LoJacono Mrs. William E. Miller, Jr. Nancy Hayward Rich and Sally Kalin Kerry B. Long Dr. Steve and Mary Gibbs Samuel and Margaret Hazlett Caitlyn Kamminga Paul P. and Anne M. Luchsinger Mitchell Elizabeth and Gerald Hedgcock Norman and Nancy Karp Jeannette Ludwig and Claude Jacqueline Moffett Bruce and Eleanor Heister Mr. and Mrs. Dale E. Kaufman Welch Emma Moon Loren and Kay Heller Bette and John Keane James H. Lynch, Jr. P.M. Moore Foundation Pamela and Bradley Hemminger Kyle and Elizabeth Keogh Dale and Mary Lyndall Mary Anne Morefield Mr. and Mrs. Grant Hennessa Jane and Chaz Kerschner Mike and Barb Lyons Pamela Shaw Morey Bob and Lisa Hephner Barbara and Herb Keyser Mrs. Charles H. Lytle Lenelle Morse Mr. and Mrs. Daniel A. Herrick, III Christopher Keyser and Susan Ralph Macdonald and Judy Samuel P. and Isabelle Moss Fran Hewitt Sprung Caines Jo Jo and Tony Muir Warren L. Hickman Rolland and Jane Kidder Dr. Barb Mackey John and Beth Munro Nancy Hillenbrand Ron and Rosie Kilpatrick Ed and Louise Mahoney

37

FISCAL 2015 CONTRIBUTORS TO ENDOWMENT (CONT.)

George E. and Susan Moran Neal and Linda Rhoads Dr. James A. and Mary Anne Robert and Susan Vande Murphy Charitable Fund of The Singleton Kappelle Robert F. Nash Foundation for Enhancing Alan Singstock Tara VanDerveer Bill and Ellen Neches Communities Kristin and Daniel Siudak Robert and Susan Vedder Dusty and Theo Nelson Barbara A. Richards Frank D. Skinner Robert C. Verhaeghe Dr. Lillian Vitanza Ney Sally B. Riebel Dan and Edie Sklar Dr. Jeffrey and Tichele Victor Mr. and Mrs. Julius Nicolai Mr. and Mrs. Richard M. Rieser Al and Gloria Slack Carol and Stephen Viehe Margery and Sanford Nobel Susie and Rick Rieser Tom and Penny Small Village Green Homeowners William and Louise Noftle Jane and Carlyle “Connie” Ring Tucker Smathers Association Cynthia Norton and Eagle Eagle Patricia B. Rittman Joan Aspell Smith Barbara Vitkowsky Brenda J. Oliphant Drs. Larry and Carol Rizzolo Mr. and Mrs. Robert M. Smith Irving and Arlene Vogel George and Melissa Orlov Frances C. and Paul Roberts Mr. and Mrs. Richard K. Smucker Charles and Joyce Waddell Dr. Harry A. and Linda S. William L. Roberts Dr. Bethanne Snodgrass Dick and Debby Wade Osborne Erica Robinson and Michel Mr. and Mrs. George T. Snyder Kuniko Washio and William Mimi and Burt Osiason Auberjonois Angela Soto and Aja Aviles Scollard Connie and Kerry Ozer John Jeffrey and Ellen Sarah Spangenburg Charles and Lois Weaver Patricia Paar Lumpkin-Robinson Joreta and Richard L. Speck Jason and Nancy Weintraub Mary and Jim Pardo Lee and Beth Robinson David and Prudence Spink Edris and David H. Weis Ed Paul Denise and Chuck Roemer Rabbi Samuel and Lynn Stahl The Weismann Foundation Sara and Steve Paxton Mary Roemer Sherry Stanley and John Giusti Dr. and Mrs. Robert J. Weiss Stephen and Patricia Pembridge Shirley Roemer Stark Community Foundation The Wessel Foundation Sheila Penrose and Ernest Rachel and Philip Rogers Linda Steckley and Pete Weitzel Cynthia C. and Terry R. White Mahaffey Alan Rubin Marcia Steel Katherine Karslake White Steve and Polly Percy Dr. David and Susan Rubin Lois A. Steere Mike and Kathleen Whitehead Arnie Perl and Evan Goldman Jeanne Y. Runge Eva Stern Gaylen and Nancy Wichert William J. Peterson Greg and Louisa Rutman Stocker Woods Financial, Inc. Drs. Jeanne E. Wiebenga and William and Jane Pfefferkorn Janette Salter Edna D. Strnad E. Jane Stirniman Trudi and Joseph Picciano Arthur Scavone and Anne Hoyt Lydia Strohl, Eric Riddleberger, Dent and Joan Williamson Dr. and Mrs. Robert L. Pickens Scavone Kendra and Christopher Carolyn F. Wilson Robert and Anne Plyler Mr. and Mrs. Alan C. Schaal Riddleberger Mrs. Lou Wineman Ben and Kristin Polk William and Carol Schaal Mr. and Mrs. J. Bruce Stromgren Ann P. Winkelstein Edna Posner Mary Jane Schmidt Dan and Ann Sullivan Subagh Khalsa and Subagh Mr. and Mrs. John J. Power Bernice Schnee Peter and Holly Sullivan Winkelstern Nancy N. Price George Schnee Jean A. Szabo The Winston Family Sam Price, Sr. John and Barbara Schubert Jeff and Kathie Szabo Foundation Anne S. Prussing Gayle C. Schulte Marian and Jennifer Tanau Ted and Nancy Wolfe Rick and Vera Purcell Anne and Bennett Schwaab Sue and Gary Tebor Harvey and Carole Wolsh Sekhar and Lisa Ramaswamy Schwartz Heslin Group, Inc. Elissa Terry Mr. and Mrs. Timothy Wood Joshua Ranz Gail and Robert Schwartz Adele M. Thomas Charitable Joan Wright and William Don and Patsy Rapp Richard L. and Judy Seiden Foundation, Inc. Vaughan Gary Rapp and Sally Smith Phyllis and Shel Seligsohn Chris and Charlotte Thomas Caroline P. Young Dr. and Mrs. Robert Rappole Dr. and Mrs. William Blake Steven and Gwen Tigner Irene A. Yurko Mrs. Lois Raynow Selnick Mr. and Mrs. Donald V. Todd Gregg Zavodny Dick and Caran Redington Bill and Patricia Shanahan Edward and Martha Towns Gary and Colleen Reeve Kathryn C. Sharpe Albert S. Trefts, Jr. Family Lois J. Reid June Shaw, Andrew Shaw, Susan and John Turben Suzanne and Thurston Reid Laura Shaw and Susan Foundation Curtis and Pamela Petre Reis Norrie Dr. and Mrs. Albert J. Turbessi Drs. Rich and Martha Reitman Suzanne Shull Mary T. Tymeson Terry and Michelle Sigle Betty Ultsch Ann Simcoe Barbara E. Vackar

38 CHAUTAUQUA FOUNDATION

LIFETIME GIVING

Numerous individuals Chautauqua Opera Guild The Hultquist Foundation, Inc. Robert A. Ott, Jr. and organizations have Town of Chautauqua Bill and Angela James Mr. and Mrs. William H. Park expressed their commitment Chautauqua Women’s Club, Inc. The Johnson Foundation Kathy and Jim Pender and the to Chautauqua through Geoff and Kathie Church Karin A. Johnson Michael Pender Memorial extraordinary expressions of Wendy and Edward Cohen W. Alton Jones Foundation Fund of the Cleveland philanthropy. This lifetime Jack Connolly Kevin and Joan Keogh Foundation giving list recognizes and Mr. and Mrs. George L. Cornell Ron and Rosie Kilpatrick Sheila Penrose and Ernest thanks the cumulative Dr. and Mrs. R. William Cornell Stewart and Donna Kohl Mahaffey generosity of donors who Mrs. Robert W. Cornell Dr. and Mrs. W.R. Konneker Steve and Polly Percy have pledged or transferred, Emily and John Corry The Kresge Foundation PNC Financial Services Group outright or as part of certain John C. Court Family Foundation Mary Kuhns Trust Richard A. and Esther M. Popp planned gift commitments, Marty and Sandy Coyle Trust Of William D. Kuhns Mrs. Lois Raynow to the annual Chautauqua The Crockett Family Mary and Oliver Langenberg Miriam S. Reading and Richard Fund, capital projects or The Jessie Smith Darrah Fund Elizabeth S. Lenna H. Miller endowment a cumulative Eleanor B. Daugherty Jim and Lynn Levinson Harold and Martha Reed amount in excess of $250,000. Mr. and Mrs. Joseph H. DeFrees Lilly Endowment, Inc. Mrs. Bartlett Richards The Winifred C. Dibert Joan and David Lincoln We have highlighted donors Richard and Elaine Rieser Foundation, Inc. Mrs. John C. Lincoln new to this list in orange. Molly F. Rinehart and Charles Mrs. Grant A. Dibert Lippman Kanfer Family L. Christian June and Barry Dietrich Foundation Marjorie McCarthy Robins Anonymous (2) Elizabeth Elser Doolittle Helen T. Logan Charitable Trust Joseph H. & Florence E. Charitable Trust Kay H. Logan Andy and Peggy Anderson Roblee Foundation Shirley A. and Arthur R. Duffy James H. Lynch, Jr. Dorothy L. Anderson Herbert B. and Gerda Sachse Arthur E. Earley Mrs. Charles H. Lytle John E. Anderson Mr. and Mrs. H. Parker Sharp Charles Edison Fund Dr. Barb Mackey Sandy and Quint Anderson Ralph C. Sheldon Foundation, Mr. and Mrs. Hal A. Fausnaugh Milton and Tamar Maltz Edward L. Anderson and Joan Inc. Lauren Rich Fine and Gary Giller Cathy and Jesse Marion E. Parsons Mr. and Mrs. Robert M. Smith Mr. and Mrs. Robert K. Fletcher Chris and Sue Martin Clement and Karen Arrison Mr. and Mrs. Richard K. Smucker Mr. and Mrs. James L. Flynn Warren K. Martin Foundation Lowell and Rebecca Strohl and Mr. and Mrs. George L. Dr. and Mrs. John W. Barbara and Arthur Banner Family Follansbee McCredie, Jr. Mr. and Mrs. Richard L. Bechtolt Mr. and Mrs. J. Bruce Stromgren Char and Chuck Fowler Dr. and Mrs. Frank E. McElree, Jr. Arnold and Jill Bellowe Mr. and Mrs. Henry B. Suhr, Jr. Caroline Van Kirk Bissell Dr. and Mrs. Myron B. Franks Bruce W. and Sarah Hagen Mr. and Mrs. Ralph Swingle June Bonyor Mimi and Jim Gallo McWilliams Robert and Joyce Tate Mr. and Mrs. Edward P. Boyle Chip and Gail Gamble Robert and Sally Metzgar Helen Truman Trust Mary Boyle and Ted Arnn Gebbie Foundation, Inc. Cornelia Chason Miller Susan and John Turben P. James and Barbara A. Brady vic and Joan gelb Mr. and Mrs. John A. Milos Foundation Kathy and James Braham General Electric Foundation Ministrare, Inc. The Turney Family Twig and Barbara Branch Barbara and Peter Georgescu Mary Anne and John Morefield Patty and Spencer Van Kirk, III Ms. Lillian Brink Roger and Jane Goodell Miss Jane C. Morgan Dr. and Mrs. Robert J. Weiss Mr. and Mrs. John E. Britton Mr. and Mrs. Timothy B. Goodell Mr. and Mrs. Lewis W. Morgan Jean and Tom Bromeley Mr. and Mrs. William R. Goodell George E. and Susan Moran Norman and Marilyn Gary M. and Willow R. Brost S. Allen Goodwin Murphy Weizenbaum John W. and Anne Staples Jim and Elisabeth Groninger National Endowment for the Arts The Margaret L. Wendt Burden Jane A. Gross New York State Council on the Foundation Andrew L. and Gayle Shaw Susan and Tom Hagen Arts Mr. and Mrs. Robert O. Wilder Camden Kathleen E. Hancock Ralph H. and Elizabeth C. Lutie Soper Wilsdon Memorial Mrs. Robert D. Campbell Ms. Verna Harrah Norton Philanthropic Trust Virginia H. and Robert R. Young The Carnahan-Jackson Thomas and Kathleen Harrick Office Depot Foundation, Inc. Mr. and Mrs. Howard Zemsky Foundation Lisa Heinz The John R. Oishei Foundation Sam and Shirley Zemsky Mr. and Mrs. David H. Carnahan Dorothy and Bill Hill Hale and Judy Oliver Steve Zenczak and Pat Feighan Chautauqua County Visitors’ Dr. Michael G. and Carol The Estate of Gail Clement Bureau Nobel Hirsh Olson

39

2015 MEMORIAL GIFTS

The Foundation gratefully Zachary Abuza Marjorie Geller Jack Morris acknowledges endowment Bill Becker Sheila Gitlitz Rev. Gerald H. Murphy contributions made in Rosemary C. McKenna Blozie Jean Rice Goodell Martin Painkin memory of the following: Jane Braster Greta Barbara Pardo Wendy Brennan Ronald Hermance Lois Paul Paul Brentlinger Ernest F. and Ruth A. Petey Price G. Cabell “Cabbey” Brown Himebauch Douglas Raynow Stephen C. Brown Vern Kagarice Elaine Y. Rieser Kathleen Bruhn Ryan Kiblin Catherine Prussing Rodgers Richard Chubb Miles Lasser Murray Schnee Betsy Henning Clark Herb Leopold Donald Schwartz Jerine Clark Arthur C. LeVan, Sr. Marjorie Sterritte Theodore R. Colborn Florence Martineau Long John Wadsworth Bruce Conner Willy May Audrey Weber Helen P. Cornell Sally McClure Tom Welch Pearl Fishman Robert Evan Mentzer Mary Whitaker Eleanor B. Franks Walter Metz Tom Wineman Jack Futerfas Joshua P. Morey Alton G. Gardner Lewis and Tass Morgan

2015 HONORARY GIFTS

The Foundation gratefully Jean Kempshall Aziz acknowledges endowment Caroline Van Kirk Bissell contributions made in Joan Brown Campbell honor of the following: Mimi Gallo Susan Nash Gilpin Joseph and Toni Goldfarb Alfred Goldman Susan and Nelson Helm Louise Jackson Becky Johnson Blossom Leibowitz John McKinnon James Miller and Chrissie Schelhas-Miller Richard H. Miller Neal and Linda Rhoads William Scollard and Kuniko Washio Susan Scott

40 CHAUTAUQUA FOUNDATION

Photo; Joshua Boucher

ARTHUR AND SHIRLEY DUFFY

Arthur Duffy, a metallurgical researcher turned real estate investor, The pre-eminent American guitarist Sharon Isbin took the stage in and his wife Shirley, a former teacher, have been coming to the Amphitheater on July 1, 2015 in the first solo performance by Chautauqua from their home in Cleveland for many years — so a single instrumentalist playing the guitar in the Institution’s history. many years they don’t quite remember the exact season when it Her performance was funded by a new endowment established became obvious that they needed to buy a house on the grounds. by Art and Shirley this past year. Isbin is the director of the guitar Their grandchildren, children, and the many friends they have department at the Aspen Music Festival, founder of the guitar introduced to Chautauqua over the years all seemed to want to department at The Juilliard School, and is a multiple Grammy visit in different weeks, and suddenly it made more sense to own a Award winner. She began studying guitar at age nine and has home than rent for just a few weeks. performed around the world with more than 170 orchestras. She has commissioned more concerti than any living guitarist. “We think Chautauqua is such an enriching experience,” says Art, “the programming is outstanding.” But with Art’s ever-growing The initiative taken by the Duffys will supplement musical love of the guitar — taking up the classical guitar at age 82 — the programming in subsequent years by inviting classical guitarists Duffys decided they wanted to enrich the musical offerings at to play with the Music School Festival Orchestra, the Chautauqua Chautauqua. “We thought there was a hole in the music program,” Symphony Orchestra and other opportunities as they arise. Art explains. “We think the classical repertoire for guitar is so rich and harmonious.”

EVERY GIFT MATTERS 41

THE ELEANOR B. DAUGHERTY SOCIETY

The Eleanor B. Daugherty Anonymous (16) Hon. and Mrs. Bill Clinger Barbara and Peter Georgescu Society was established to W. Andrew Achenbaum Joan R. Clouse William and Nancy Gerdes honor those individuals who Joan B. Alexander John and Bette Cochran Christopher and Helena Gibbs have remembered Chautauqua Caroline Thompson and Steve Helen B. Cochrane Lauren Rich Fine and Gary Giller in their estate plans through Allen Wendell and Ruth Gerrard Cole Carole E. Gladstone a bequest intention, a life Joanne and Henry Altland Richard and Dorothy Comfort Joseph and Toni L. Goldfarb income arrangement, a gift of John E. Anderson Jack Connolly Karen and Tim Goodell real estate, as beneficiary of Jack Armstrong Ira B. Cooperman Dr. Cheryl O. Gorelick an IRA, or trust. The Society Sherra and Jim Babcock Helen Cornell Ellen and Bob Gottfried was named in honor of the James M. Bailey Dr. and Mrs. R. William Cornell Carolyn Graffam late Eleanor B. Daugherty, Drs. Arthur and Barbara Banner John and Emily Corry Suzanne Gray a Chautauquan and retired Robert and Mary Bargar Dr. Ellis and Bettsy Cowling Rodney Schlaffman Greenberg music teacher from Buffalo, William E. and LaDonna G. Bates Virginia H. Cox Elizabeth Greene New York, who left a major Bob and Joan Battaglin Martin A. Coyle Don and Kathy Greenhouse bequest to Chautauqua. Nancy Bechtolt John and Linda Creech Fred and Judy Gregory Ann C. Beebe Christopher and Susan Cribbs Kent I. and Fredrika S. Groff New Society members are Mary and Charles Beggerow Joseph and Nancy Cruickshank Elisabeth and Jim Groninger highlighted in orange. Jill and Arnie Bellowe Barbara and John Cummings Carl Grunfeld Christina Bemus Lindy McKnight and Erin Travis and Betty Halford Alice Benedict Cunningham Murray and Pegi Hamner Stephen and Edith Benson Courtney Curatolo Mr. and Mrs. James Pryor Bobbi and Donald Bernstein Laura and Brad Currie Hancock Caroline Van Kirk Bissell James and Karen Dakin Kathleen E. Hancock Mary Blair Dan and Carrie Dauner Judith L. Hanson Robert and Jean Boell Dave and Mary Davenport Walter and Joan Harf Cathy Bonner David Delancey Terrie Vaile Hauck June Bonyor Jennifer DeLancey Paula and Ray Hecker Mr. Edward J. Borowsky John P. DeVillars William and Anne Mischakoff Diana and David Bower June and Barry Dietrich Heiles Loretta Bower John and Virginia DiPucci George Herchenroether Ted Arnn and Mary Boyle Judith and Roger Doebke Dorothy and Bill Hill P. James and Barbara Brady Rev. Linda L. Dominik Mr. D. Armour Hillstrom Kathy and James Braham Lee and Barbara Dudley Patricia and Robert Hirt Barbara and Twig Branch Carol McCarthy Duhme Sally L. Holder Sharon and David Britton Cynthia Norton and Eagle Eagle Anita and Sidney Holec Margaret and William Brockman David and Miriam Y. Eddelman Bob Hopper Steven and Cynthia Brown Rivona Ehrenreich Kathleen Howard Audre Bunis Mr. and Mrs. Hal A. Fausnaugh Cheryl S. and Carl W. Huber, Jr. Frederic J. and Susan Franks Sylvia M. Faust Pat and Jay Hudson Buse Norma Ferguson Gale H. Hurst Mr. and Mrs. Richard J. Buxbaum Rita Van Wie Finger Don and Mary Hustead Gloria A. Caldwell Jennifer and Rich Flanagan Mr. and Mrs. Wilmot W. Irish Andrew L. and Gayle Shaw Lucille and Michael Flint Mary Ellen and Robert Ivers Camden Shirley A. Flynn Bob and Gretchen Jahrling Mr. and Mrs. David H. Carnahan George L. Follansbee, Jr. Lois Johnston Walpole James Christine and Ken Caro Caryn and Henry Foltz Catherine Jarjisian Susan Cartney Charlotte and Chuck Fowler Karin A. Johnson Jean Cheney Barbara Fox Barbara and Walter Jones Carol and Jim Chimento Zetta Fradin Lucille Jordan Molly Rinehart and Charles Joanne Fuller John F. and Mary Giegengack Christian Louise Farnsley Gardner Jureller Geoff and Kathy Church Vic and Joan Gelb Jeannette Kahlenberg Marilyn and Sebastian Ciancio Marc Geller Norman and Nancy Karp

42 CHAUTAUQUA FOUNDATION

Bill and Martha Karslake Kurt Miller and Karen Williams Leslie and Tim Renjilian Joyce Tate Evelyn Kasle Miller Ellen J. Reynolds Margery B. Tate Judy and Leonard Katz Miriam S. Reading and Richard Les Reynolds and Diane Payne Martha Teich Naomi and Charles Kaufman H. Miller Reynolds Stephen and Patricia Telkins Joan Keogh Sylvia Lucas Miller Neal and Linda Rhoads Janet Templeton Jane and Chaz Kerschner KeeKee Minor Charles and Trudy Rhodes Linda and Robert Thomas Patricia L. King Dr. Steve and Mary Gibbs Mrs. Jack Rice Allison O. Titgemeier William M. Kinley Mitchell Lydia Strohl and Eric Beatrice C. Treat Bob and Priscilla Kirkpatrick James and Judith Moffitt Riddleberger Susan and Jack Turben Joan G. Kissner Richard and Quack Moore Kathleen Riley Karen S. Turcotte Audrey and Kenny Koblitz Sally Moore Patricia Rittman Rev. George E. Tutwiler Donna and Stewart Kohl Mary Anne Morefield Jerrie Hawkins Roba Mary Tymeson W.R. Konneker Wayne and Marilyn Morris Philip and Rachel Rogers Tara Van Derveer Chuck and Peg Korte Mary and Thomas Mulroy Sarah and David Rosen Judith Claire and Robert W. Robert S. Kravitz, DDS Donna B. Mummery Annette Ross Van Every Judy and Jim Kullberg Cynthia and Robert Murray Joyce and Richard Ross Mrs. Spencer Van Kirk Robert and Nancy Kyler Dusty Nelson Dr. James and Sharon Roth Dr. Carol Voaden Robert D. Lang Linda and Alan Nelson Marcia and Jerry Rothschild Edward and Melanie Voboril Joseph and Judy Langmead Jay and Joyce Nesbit Dale and Howard Sanders Arlene and Irving Vogel Robert E. and Susan Laubach Karen Paul Newhall C. Angus Schaal Nancy Waasdorp Barbara Widrig Lee Dr. Lillian Ney William and Jone Schlackman Linda Wadsworth CiCi and Owen Lee Constance Barton and William Edward C. Schmidt Laurence and Maria Wagner Eileen and Marty Leinwand Northrop Barbara F. Schmitt Carolyn and Bill Ward Ronald and Barbara Leirvik Susan Nusbaum J. Jason Phillips and Sheila Mrs. Lois Weaver Clare Levin Anne and Stephen Odland Schroeder Jo-an M. Webb George Levine Monica Ondrusko Helene Schwartz Herbert R. and Lorraine H. Weier Kathryn Lincoln Melissa and George Orlov Susan B. Scott Beatrice Weiner Mr. and Mrs. Herbert W. Lind Barbara Brandwein Painkin Sheldon and Phyllis Seligsohn Linda Steckley and Pete Weitzel Natalie Kahn Lipsett Anne and Jack Palomaki Becky Sharp Jeannette Ludwig and Claude Fred and Pearl Livingstone Mary Lou Cady Parlato Mary Ellen Sheridan Welch Kay H. Logan Joseph D. and Susan O. Patton Elaine and Allen Short Lee White Paul and Anne Luchsinger Edward Paul Suzanne Shull Cynthia C. and Terry R. White Linda and Saul Ludwig Pete and Sarah Pedersen Elizabeth Wade Siegel Caroline Levasseur and James H. Lynch, Jr. Rosalie H. Pembridge Susan McKee and Hal Simmons Heather Whitehouse Betty and Sid Lyons Katherine and James R. Pender Harriet Simons Dr. Jeanne Wiebenga Flora and Ross Mackenzie Steve and Polly Percy Edie and Dan Sklar Mark Williams Barbara Mackey Ginny and Bob Perkins Penny and Tom Small Dent and Joan Williamson Robert L. and Jean A. Major Tim and Pat Peters Darwin and Myra Smith Jane Foster and Arthur Willson Dorothea and Gerald Maloney Mary and Bob Pickens Ted Smith Mrs. Jean Wilson Jane and Deac Manross Mr. and Mrs. W. Stephen Piper George and Maggie Snyder Lou B. Wineman Alison and Craig Marthinsen John and Eleanor Pless Benjamin S. and Anna Fornias Subagh Kaur and Subagh Salvatore and Mary Martoche Gloria Plevin Sorensen Khalsa Winkelstern Mrs. Patricia L. Maue Av and Janet Posner Merritt H. and David S. Spier Sally L. Wissel Jack and Yvonne McCredie Edna Posner Rabbi Samuel and Lynn Stahl Caroline Young Pat and Griff McDonald Jeff and Judy Posner Sherry Stanley and John Giusti Robert and Donna Zellers Geraldine McElree Sam Price Sherry Stanley Patricia Feighan and Stephen Dr. and Mrs. Robert E. McKee Patricia Radder Dorothy B. Stevenson Zenczak Robert J. and Carol G. Barbara Rait Carole Stevens Barbara Zuegel McKiernan Lois Raynow Lowell and Rebecca Strohl Amy and Pat Mead Harold and Martha Reed Shirley and Donald Struchen Mary Lu Mertz Kirk and Susan Reed Ann H. and Daniel F. Sullivan Don and Alyce Milks Sherry S. Reid Mrs. Mary C. Swanson Greg and Bijou Miller Thurston and Suzanne Reid Mrs. W. Wendle Taggart

43

OFFICERS, DIRECTORS AND STAFF

Directors Term Expires Officers

John E. Anderson of Lakewood, New York - 5, 7 2016 Steven W. Percy • Chairman Thomas M. Becker of Lakewood, New York - 3 ii John S. Connolly, Jr. • Vice Chairman Cathy Bonner of Austin, Texas - 2, 4 2017 George L. Follansbee, Jr. • Chief Executive Officer P. James Brady of Johns Creek, Georgia - 1, 2, 5 2018 i Deborah E. Moore, CPA • Treasurer & Chief Financial Officer Chair, Development Council Linda Jordan Loomis • Corporate Secretary Gary M. Brost of Buffalo, New York - 1, 3, 5 2016 Chair, Audit Committee Andrew L. Camden of Grosse Pointe, Michigan - 5, 6 2017 Staff John S. Connolly, Jr. of Boynton Beach, Florida - 3, 4, 7 2018 Nikki M. Adams • Administrative Project Manager Chair, Personnel Committee Chris J. Baglia • Gift Administrator Laura P. Currie of Nashville, Tennessee - 2, 4, 6 2018 i Karen Blozie • Senior Major Gifts Officer Lauren Rich Fine of Shaker Heights, Ohio - 3, 5, 7 2016 Jacqueline A. Chagnon • Director of Stewardship & Chair, Investment Committee Donor Relations Karen J. Goodell of New York, New York - 2, 3, 6 2017 Jill Cummiskey • Assistant Director of the Chautauqua Fund Chair, Nominating & Governance Committee Tina E. Downey • Director of the Chautauqua Fund William R. Goodell of Bronxville, New York - 4, 5 2018 George L. Follansbee, Jr. • Chief Executive Officer Thomas B. Hagen of Erie, Pennsylvania - 1, 6 2017 Linda Jordan Loomis • Corporate Secretary William M. James of New York, New York - 2, 6 2016 Deborah E. Moore, CPA • Chief Financial Officer John S. Kobacker of Gahanna, Ohio - 1, 4 2015 Dustin Nelson • Director of Gift Planning Susan Moran Murphy of Bloomfield Hills, Michigan - 5, 6 2018 Megan E. Sorenson • Associate Director of the Chautauqua Anne Odland of Washington, D.C. - 1, 2 2018 Fund & Communications Manager Steven W. Percy of Akron, Ohio - ex officio - 1, 2, 3, 4, 5, 6, 7 2015 Nicole K. Szydlo • Research Associate Chair, Executive Committee Chair, Board of Directors George T. Snyder of Pittsburgh, Pennsylvania - 4, 7 2017 Stephen J. Zenczak of Gates Mills, Ohio - 3, 4, 7 2015 Chair, Finance Committee

1 - Audit Committee 5 - Investment Committee 2 - Development Council 6 - Nominating & Governance 3 - Executive Committee Committee 4 - Finance Committee 7 - Personnel Committee i Coincides with term on the Chautauqua Institution’s Board of Trustees ii Coincides with term as President of Chautauqua Institution

44 CHAUTAUQUA FOUNDATION

FORMER DIRECTORS

Former Directors and Terms of Service Wilson C. Price - May 1937 to August 1962 Frank E. McElree, Jr. - August 1984 to August 1996 Mrs. E.J. Bellinger - August 1937 to October 1963 H. David Faust - August 1986 to June 1988 Mrs. L. D. Boal - August 1937 to August 1955 Mary Frances Cram - August 1987 to August 1993 Samuel M. Hazlett - August 1937 to July 1956 Robert B. Osburn - August 1989 to August 1996 James H. Matthews - August 1937 to 1939 Harold F. Reed, Jr. - August 1989 to August 2001 Walter Roberts - August 1937 to March 1959 Eugene S. Cohen - August 1990 to August 1998 David L. Starr - August 1937 to 1951 George L. Follansbee, Jr. - August 1990 to March 2004 Mrs. Livingston Hunter - August 1939 to 1942 Hal A. Fausnaugh - April 1990 to August 1994 Mrs. Dorothy Smith - August 1943 to 1950 R. Quintus Anderson - April 1991 to August 1995 Walter F. Rittman - August 1950 to September 1954 William F. Hill, II - April 1991 to August 2005 Harold F. Reed - August 1951 to August 1971 Patricia Goldman - August 1992 to August 2003 Mrs. Walter F. Rittman - August 1955 to January 1964 Marilyn G. Levinson - August 1992 to August 2000 Paul N. Anderson - August 1955 to August 1965 William H. Park - August 1993 to August 2005 Walter C. Shaw, Jr. - August 1956 to August 1974 James G. Groninger - August 1994 to August 2014 John D. Hamilton - July 1959 to August 1971 William G. Karslake - August 1994 to August 1995 Samuel P. Price, Sr. - August 1962 to August 1995 Thomas R. Bromeley - August 1995 to June 2001 Mrs. Dorothy W. Cook - August 1964 to August 1987 vic gelb - August 1995 to August 2011 Lewis W. Morgan - August 1964 to August 1990 Selina P. Johnson - August 1996 to August 2008 Nancy Miller Arnn - August 1965 to August 1989 Wilfred R. Konneker - January 1996 to August 2006 Richard H. Miller - August 1971 to August 1996 Lowell K. Strohl - August 1996 to February 2010 J. Donald Patton - August 1971 to August 1984 Miriam S. Reading - January 1997 to August 2006 Howard G. Gibbs - August 1974 to August 1990 Martin Coyle - August 2000 to November 2003 Oscar E. Remick - September 1975 to December 1976 Wendy Cohen - August 2001 to May 2011 Robert S. Bargar - August 1976 to August 1994 Scott McVay - January 2001 to December 2003 Mrs. Mary B. McDowell - August 1976 to August 1982 Allen Short - August 2001 to August 2005 John S. Rogers - August 1976 to August 1986 Fred C. Gregory - August 2004 to August 2008 David H. Carnahan - August 1976 to January 2000 Christopher H. Lytle - February 2005 to August 2014 George L. Cornell - August 1976 to August 2001 John W. Burden, III - August 2005 to October 2007 Joseph A. Neubauer - August 1977 to November 1983 Kathryn J. Lincoln - August 2005 to December 2011 Robert R. Hesse - January 1978 to November 1983 I. Hale Oliver - August 2005 to August 2013 Richard L. Bechtolt - August 1982 to July 2006 George T. Snyder - August 2006 to August 2007 Daniel L. Bratton - December 1983 to December 2000 John A. Corry - January 2008 to August 2013 Edward P. Boyle - August 1984 to August 1994 Charlotte A. Fowler - August 2008 to December 2012

Former Board Leadership Walter Roberts John D. Hamilton William F. Hill, II August 1937 to August 1957 August 1967 to August 1971 August 1996 to August 2002

Harold F. Reed Richard H. Miller Lowell K. Strohl August 1957 to August 1967 August 1971 to August 1996 August 2002 to August 2008

45

2016 Annual Membership Meeting Saturday, August 20 • 9 a.m.

One Ames Avenue P.O. Box 28 716.357.6220 • 716.357.4023 (fax) [email protected] www.chautauquafoundation.org