2010 Annual Report

The T h e R Rhode h o d e I s l a n d F o

u Island n d a t i o n 2

0 Foundation 1 0 A n n

u 2010 Annual Report a l R e p o r t The Rhode Island Foundation One Union Station Arts and Culture Providence, Rhode Island 02903 www.rifoundation.org (401) 274-4564 Community and Economic Development Education Environment Health Human Services Table of Contents

2 LETTER FROM THE CHAIRMAN AND THE PRESIDENT/CEO

4 SPOTLIGHT ON RACE TO THE TOP

5 OVERVIEW OF GRANT PROGRAMS

6 ARTS AND CULTURE

8 COMMUNITY AND ECONOMIC DEVELOPMENT

10 EDUCATION

12 ENVIRONMENT

14 HEALTH

16 HUMAN SERVICES 33 29 32 35 27 31 28 30 36 18 COMMUNITY INITIATIVES 26 34 24 38 23 37 20 GIVING THROUGH THE RHODE ISLAND FOUNDATION 25 17 11 12 13 14 15 We can help you have a significant, far-reaching impact 16 18 19 21 8 10 20 22 SPOTLIGHT ON FOUNDATION HONOREES 9 3 4 22 23 PERMANENT ENDOWMENTS 2 5 1 6 Each of the 1,218 endowments at the Foundation has a story 7 behind it, a purpose before it

55 SPOTLIGHT ON RHODE ISLAND HEALTHCARE REFORM COMMISSION

56 1916 SOCIETY MEMBERS More than 250 individuals and families plan to leave their legacy

58 2010 FINANCIALS Increasing investments in the community and inspiring additional philanthropy 1. Pamela Tesler Howitt 14. Paula O’Brien 27. Neil D. Steinberg SPOTLIGHT ON WHITE HOUSE BUSINESS COUNCIL ROUNDTABLE Absent from photograph: 61 2. Adrian C. Bonéy 15. Diane Rodgers 28. Jennifer Reid Daniel Kertzner 3. Candice De Los Reyes 16. Beverly Guay 29. Michael Jenkinson Elaine Saccoccia 62 OUR BOARD 4. Jean E. Cohoon 17. Kathleen Malin 30. Zeldy Lyman Jill Pfitzenmayer 66 2010 VOLUNTEERS 5. Yvette Mendez 18. Tina Donate 31. Denise M. Jenkins Lou Capracotta 6. Libby Monahan 19. Nancy Routhier* 32. Owen Heleen 68 OUR STAFF 7. Inés Merchán 20. Pauline M. Turenne 33. James S. Sanzi *No longer employed at 8. Joyce M. Botelho 21. Jeanine Marshall 34. Bill Smith the Foundation 9. Carol Golden 22. Shonté McDowell 35. Bryant Phillips 10. Melanie Coon 23. Jamie E. Hull 36. Kerrie Bennett 11. Jessica David 24. Alison Jackson 37. Jennifer Pereira 12. Lauren Paola 25. Gail Ginnetty 38. Joe Santos 13. Raymond J. DeCosta 26. Maeghen Denis Our Mission

The Rhode Island Foundation is a proactive community and philanthropic leader dedicated to meeting the needs of the people of Rhode Island.

To Advance This Mission We:

Actively inspire philanthropy and increase permanent resources for the state of Rhode Island

Create maximum positive impact through our grantmaking, outreach and other investments in the community

Provide leadership and a forum for dialogue on critical community issues

Collaborate with individual, business, government and community partners to catalyze positive change and develop solutions to longstanding challenges

Annual Report 2010 1 Letter from the Chairman and the President/CEO

The Rhode Island Foundation hese are Department of Education. Rhode is a proactive community challenging times. Island was one of only 12 states to and philanthropic leader Rhode Islanders be a Race to the Top winner, a dedicated to meeting the needs and the nonprofit testament to the state’s of the people of Rhode Island. organizationsT that serve them outstanding leadership in public continue to feel the pressure of an education reform. In September economy that is only slowly we welcomed the first class of recovering from “The Great Teach For America recruits to Recession” of 2008 – 2009. Yet, as Rhode Island, more than 30 of the our leaders and engaged citizens brightest college graduates in the work to move the state forward, country eager to teach in our most we remain confident of the underserved urban schools, guided Foundation’s ability to effect by Executive Director Heather positive change. Tow-Yick – Rhode Island native, Last June the state’s top Brown graduate and Teach For legislative and education leaders America alumna. joined us to celebrate the passage In March historic national of a bill establishing the first healthcare legislation was passed funding formula for public and we launched “Making it education in Rhode Island in two Work,” a series of forums designed decades. In August we celebrated to help Rhode Island healthcare another victory for Rhode Island’s practitioners and leaders in school children when the state the field understand the law’s won a $75 million Race to the implications. In the fall, thanks Top grant from the U.S. to a new fund established by the

2 The Rhode Island Foundation 2010 RIGHA Foundation we were able gave $300,000 to 12 organizations impact of our work in the to award nearly $200,000 to the that would immediately reach community with the following Rhode Island Health Center more than 100,000 Rhode goals in mind: Association, Blackstone Valley Islanders from Westerly to ■ The best public education in the Community Health Care, and Woonsocket, providing the basics United States South County Hospital Health of human life: food, housing, ■ The best primary healthcare in Care System for primary care energy assistance and medicine. the United States initiatives. We are proud to have made ■ Affordable housing available to all Rhode Islanders ■ Job training programs that put people to work for the long “The Foundation is built on term ■ Preservation of our state’s our shared love of Rhode Island quality of place, our clean air and water and our shared belief that ■ A thriving arts and cultural community with access for all positive results, sustained ■ A meaningful and effective safety net for those in dire need growth, and a brighter future Our impact is made possible by generous Rhode Islanders, our are within our reach.” donors and fund holders. Thirty- eight new fund holders joined us in 2010, and you will find many of their inspiring stories here. The Foundation is built on our shared These snapshots only begin to grants of $29 million – a record- love of Rhode Island and our capture the momentum we gained breaking figure – in 2010, and to shared belief that positive results, in 2010, as we focused resources have assisted nearly 600 nonprofit sustained growth, and a brighter on public education and primary organizations with a wide range of future are within our reach. healthcare and also streamlined issues through our Initiative for With sincere thanks for your Foundation grant processes to Nonprofit Excellence. Still, we continued trust and support of more quickly respond to our recognize that until all the needs this vital work, partner organizations in the are met, we cannot rest. community, groups that weave a In 2011 we celebrate our 95th supportive tapestry, providing anniversary. Every year, we take a direct, immediate assistance to look back in the pages of our David M. Hirsch, Rhode Islanders. While most of annual report, reflecting on Chairman our grants support long-term, highlights and significant systemic change across the six activities. But what does it mean sectors we fund, as a community for Rhode Island? Recognizing foundation we must also respond that the needs will increase, we Neil D. Steinberg, to immediate and urgent needs. have redoubled our efforts to President & CEO In that spirit, last December we measure and learn from the

Annual Report 2010 3 Congratulations, Rhode Island: a Race to the Top winner! In August 2010, the U.S. Department of Education announced that Rhode Island was selected for the federal Race to the Top program. The true winners are the students and educators of Rhode Island who will benefit from the $75 million in federal dollars to improve their schools and to close the achievement gap.

he Foundation was an ardent supporter of the state’s application for federal funds. Shortly after the program was announced, Foundation President and CEO Neil TSteinberg stated, “We are committed to working with Commissioner Gist, and we applaud her vision of a Rhode Island where all students are ready for success in college, careers, and life. Race to the Top clearly represents an incredible opportunity for the state to make that vision a reality. It’s great to be in the company of two other distinguished funders – the Nellie Mae Education Foundation and The Broad Foundation – in support of this important effort.” Education Commissioner Deborah Gist speaks passionately at a Race In announcing winners of round two funds, Education to the Top news conference, stating, “I am confident that we have the Secretary Arne Duncan said, "These states show what is momentum, the sense of urgency, and the courage to do this right.” possible when adults come together to do the right thing for children. Every state that applied showed a tremendous amount of leadership and a bold commitment to education reform. The creativity and innovation in each of these applications is breathtaking. We set a high bar and these states met the challenge." Rhode Island was one of only 10 applicants to receive funding in phase two. We congratulate the literally thousands of people who worked diligently on this effort spearheaded by Commissioner of Elementary and Secondary Education Deborah Gist, the Rhode Island Department of Education, and the Rhode Island Board of Regents for Elementary and The delegation that traveled to Washington, DC in August in sup- Secondary Education. port of Rhode Island’s Race to the Top application included (left to Way to go Rhode Island! We're one step closer to putting right) Jean Harnois, president, Rhode Island School Committee up the state welcome sign: “Rhode Island: Home of the Association; Steve Smith, president, Providence Teachers’ Union; Nation's Best Public Schools.” Senator Hanna Gallo; Senate President Teresa Paiva-Weed; Amber Johnson, senior at Classical High School and Rhode Island’s 2010 Poetry Out-Loud winner; House Speaker Gordon Fox; Neil Steinberg, president & CEO, The Rhode Island Foundation; Dr. Julie Nora, president, Rhode Island League of Charter Schools; Dr. Jennifer Smith, chief of transformation, Rhode Island Department of Education; and Former Representative Douglas Gablinske.

4 The Rhode Island Foundation 2010 Overview of eyt nsapdf ngao2010ubtrly Grantpdbrote yatt nayftlus n g Programsrtey sngoc btas rtsyngoe trcba %594(). %()4.95 %()18.06 8(%1)0.0)6.1(%08 %80().1 %76()1. %76()1. %83()9.2 )93(%.28 )(2.22% 2(14%1). %()41%(.)22.122 s the largest and most The full range of Foundation grant ■ Newport County Fund grants for comprehensive funder opportunities in 2010 included: organizations serving the six in the state, the ■ Strategy grants, which support (15).communities11% of Newport11%(15) .County Foundation is projects that address significant ■ Equity Action grants for %75().2 )7.(%527 Acommitted to achieving maximum community challenges, strive for organizations serving the lesbian, positive impact through grants, lasting impact, and serve gay, bisexual, transgender, queer,)2.(%813 %4()26. outreach, and other investments)%9.2(59 in disadvantaged%()29. 9Rhode5 Islanders and.( questioning8123%)4( communities26%.) of the community. In 2010, we gave a ■ Organizational development Rhode Island record $29.2 million in grants to grants for activities that strengthen ■ Scholarships providing financial more than 1,300 organizations. and improve organizational assistance for educational Grants fall into two broad efficiency and effectiveness opportunities through more than categories: discretionary grants ■ Basic human needs grants for 150 scholarship funds made at the direction of Foundation organizations providing food, A full list of grants made in 2010 is staff and directors; and grants clothing, housing, prescription, and available at www.rifoundation.org recommended by our donors through utility assistance donor-advised or designated funds. ■ Fund for a Healthy Rhode Island In 2010, Foundation-directed grants grants to improve primary health represented 41percent of total care services and delivery grantmaking; donor-directed grants totaled 59 percent. 5.0% 2.2% In 2010, we focused our 18.1% 10.1% discretionary grantmaking in our six 23.9% 6.7% 41.2% 15.1% funding sectors – education, health, arts & culture, community & 27.6% 29.9% 13.8% economic development, environment, 6.4% and human services – while increasing our attention and resources on two key “signature initiatives” of public Total Grants by Fund Type Total Grantmaking by Sector education reform and primary Discretionary ...... $12,050,040 Arts & Culture ...... $ 2,948,510 Animal Welfare ...... 648,714 healthcare. Our 2010 discretionary Designated ...... 8,759,453 Donor Advised ...... 6,986,478 Community & Economic grants of $10,000 or more are listed Supporting Orgs ...... 1,446,819 Development ...... 1,962,164 on pages 6-17. These pages also Total ...... $29,242,790 * Education ...... 8,062,650 include an “Impact” section since we Environment ...... 1,878,672 Health ...... 4,041,128 are determined to measure and learn Human Services ...... 4,418,579 from the impact of our investments Other ...... 5,282,373 and to communicate that impact Total ...... $ 29,242,790* more broadly. *Includes organizational endowment grants

Annual Report 2010 5 Arts and Culture Discretionary Grants Awarded: 71 Amount: $1,073,779

FOCUS The Foundation focuses on ensuring the vitality of the arts sector and increasing participation in the arts. Our principal target areas in arts and culture are: ■ Efforts that foster artistic and operational collaboration within the sector and result in efficiencies ■ Efforts to deepen, expand, and diversify audiences for artistic and cultural presentations ■ Programs that support art making with youth in public schools and community settings

IMPACT (highlights) ■ A grant of $25,000 to the VMA Foundation supported a diversity festival. By working with ethnically-specific ■ With a general operating grant of $50,000, FirstWorks organizations on this festival, the VMA Foundation continues to utilize collaboration and partnerships as a aimed to increase the diversity of the auditorium's key to success in all areas of its operation. FirstWorks audience-base while raising the profile of its partnering will co-market programs with five arts organizations organizations. Participants included the Rhode Island and collaborate with up to six artistic partners Black Storytellers, Teatro ECAS, Eastern Medicine including local organizations Aurea and Everett Dance Singers, and the Laotian Community Center of Rhode Theatre. Island. ■ A grant of $30,000 to the Rhode Island Philharmonic ■ A grant of $47,550 will support a comprehensive supported a collaboration with WaterFire to produce branding and marketing initiative as the Newport Art Philharmonic on Fire. This live performance at Museum prepares for its centennial. Building upon WaterFire attracted approximately 75,000 people. recent successes, the museum plans to focus on ■ A total of $105,000 in grants to Trinity Repertory outreach to young professionals under 45 and Company and the Rhode Island Council for the opportunities for individuals to engage and interact Humanities will strengthen fund development efforts with the museum online. and increase contributed income. A grant of $32,925 to ■ A grant of $40,000 to the Island Moving Company 2nd Story Theater will provide continued support for a will support the addition of an innovative residency chief financial officer position to strengthen the and touring component to its summer Great Friends organization’s financial position. Dance Festival. By partnering with other dance troupes, Island Moving Company will raise its profile regionally and nationally while increasing and diversifying audiences.

6 The Rhode Island Foundation 2010 “The support that the Rhode Island Foundation has provided this year to the PLAY project has enabled our program to expand into the elementary schools, both in-school hours curriculum-based enhancements and after school programs, reaching over 3,000 Pawtucket schoolchildren. Many new educational and community partners have heard about us and as a result we are working on furthering expanded services for next school year.” Yvonne Seggerman Executive Director, Sandra Feinstein-Gamm Theatre

Arts & Culture Grantees (Received 2010 discretionary grant of $10,000 or more)

AS220 Liz Collins, MacColl Johnson Fellow Community MusicWorks Ellen Driscoll, MacColl Johnson Fellow Educational Center for the Arts & Science FirstWorks Students at Agnes Little Elementary School, Sandra Feinstein-Gamm Theatre Pawtucket, and Gamm teaching artists participate Lynne Harlow, MacColl Johnson Fellow in the Sandra Feinstein-Gamm Theatre’s Pawtucket Island Moving Company Literacy and Arts for Youth (PLAY) program, a Jamestown Arts Center performance-based literacy learning model. New Urban Arts Newport Art Museum ■ $57,100 in grants to the Sandra-Feinstein Gamm The Pew Charitable Trusts for Cultural Data Project Theater and Providence CityArts will provide access to Providence CityArts for Youth the arts for more than 3,500 young people in Rhode Island Black Storytellers Providence and Pawtucket public schools, and model Rhode Island Citizens for the Arts integrating arts into the curriculum and connecting out Rhode Island Council for the Humanities of school and in-school learning. Rhode Island Philharmonic ■ A grant of $15,000 will allow New Urban Arts to Rhode Island School of Design explore expanding its teacher institutes for educators. 2nd Story Theatre The Providence School Department has worked with Tomaquag Indian Memorial Museum New Urban Arts to develop workshops and Trinity Repertory Company professional development programs for the all of the Veterans Memorial Auditorium Foundation city’s K-12 art teachers. ■ General operating grants total $85,000 to New Urban “Working with PLAY has made literature and Arts and Community MusicWorks for continued support writing come to life for me. It's no longer a chore, for quality after school programming reaching more than it's beautiful. Things like subtext and movement, 500 students from Providence’s poorest urban terms I've never thought of when writing or communities. In the last two years, each of these reading, are now in daily use.” programs has been a recipient of the National Arts and Danielle, PLAY project participant Humanities Youth Program Award.

Annual Report 2010 7 Community and Economic Development Discretionary Grants Awarded: 51 Amount: $1,700,550

FOCUS The Foundation’s key goals in this sector are to increase affordable housing options in the state and to increase the number of Rhode Islanders ready to enter the workforce. Our principal target areas in community and economic development are: ■ Efforts to increase the availability of affordable housing, providing ample rental and homeownership units ■ Efforts focused on job training and readiness that address the workforce needs of employers and employees

A rooster weathervane graces this affordable home at IMPACT (highlights) Sandywoods Farm in Tiverton, an arts and agricultural community designed by Church Community Housing ■ With Foundation support, several community Corporation, a Newport nonprofit developer. development corporations (CDCs) and related entities (Photo: Juan Gallo, HousingWorks RI) are expected to produce more than 100 units of housing, both rental and homeownership. The Local Initiatives Support Corporation (LISC), a national TEAMhealth2 certified nursing assistant training and organization, received a $200,000 general operating career laddering program in northern Rhode Island grant that enabled it to finance more than 300 units received second-year funding of $60,000. East Bay of affordable housing in Rhode Island and provide Community Action Program received second-year additional support to CDCs that assisted in the funding of $50,000 for the Newport Skills Alliance, a completion of more than 250 affordable housing units county-wide effort to deliver regionally-based training in every county in the state. through a coalition of education, training, and social service providers in collaboration with employers in key ■ Grants related to job training and job readiness expect industry sectors. The Foundation also provided third-year to provide training opportunities for approximately 200 funding of $50,000 for the Amos House carpentry individuals. training program. All programs have the potential to be ■ The Foundation made a number of grants to replicated and are providing training to those with organizations that provide training and career substantial barriers to accessing job training programs laddering strategies that utilize a dual-customer delivered elsewhere in the state. approach to match employer demand with those ■ HousingWorks RI is a coalition of nearly 140 seeking employment. organizations and businesses dedicated to increasing ■ Third-year funding of $60,000 was provided to the the availability of affordable homes across Rhode Stepping Up Program that works closely with hospitals, Island. With $100,000 from the Foundation, enabling it to expand its Providence-based model to HousingWorks RI continues its research, advocacy, and northern and southern Rhode Island. The Saint Antoine public education efforts.

8 The Rhode Island Foundation 2010 Homeless advocates bring attention to the winter shelter crisis at a press conference organized by the Rhode Island Coalition for the Homeless and the RI Homeless Advocacy Project.

“The support the Rhode Island Coalition receives from The Rhode Island Foundation is critical to our work on constituent engagement. Through our Speakers Bureau, Speak Outs, and Constituent Advisory Board, we strive to help politicians, decision-makers, and the general public more fully understand homelessness, and its solutions, in Rhode Island. Without the support of The Rhode Island Foundation, achieving our vision of a state where no man, woman, or child is homeless would be impossible.” Jim Ryczek, Executive Director Rhode Island Coalition for the Homeless

Community & Economic Development Grantees (Received 2010 discretionary grant of $10,000 or more)

AICU Rhode Island Pedro Maldonado, a Year Up Providence student, asks U.S. Senator Sheldon Whitehouse a question Amos House about education reform. (Photo: Bobby Gondola) Aquidneck Island Planning Commission Corporation for Supportive Housing-New England ■ The Foundation provided continued support for Program organizations engaged in statewide efforts, such as Crossroads Rhode Island Grow Smart Rhode Island ($75,000), as well as regional Dorcas Place Adult and Family Learning Center initiatives including the Aquidneck Island Regional East Bay Community Action Program Planning Council ($29,700). A $25,000 grant Greater Providence Chamber Foundation was made to support the Innovation Providence Grow Smart Rhode Island Implementation Council (IPIC) to help support the Housing Action Coalition of Rhode Island IPIC grant program designed to stimulate knowledge Housing Network of Rhode Island economy projects and job development. Institute for the Study and Practice of Nonviolence Kingston Improvement Association ■ The Foundation provided continued support for Lifespan organizations that serve and advocate for the homeless Local Initiatives Support Corporation such as the Rhode Island Coalition for the Homeless Pawtucket Citizens Development Corporation ($55,000) and Housing Action Coalition ($30,000), and Providence Plan the Corporation for Supportive Housing ($40,000) to Rhode Island Coalition for the Homeless assist its efforts to improve the delivery of services and Rhode Island College Foundation permanent housing for the homeless. A grant of Saint Antoine Residence $100,000 for general operating support was provided Stop Wasting Abandoned Property - SWAP to Crossroads Rhode Island to help address the UNAP Education Fund increased demand on its shelter and related services. Washington County Community Development Corporation ■ The geographic distribution of our grants reflected Westerly Area Rest Meals - WARM our intent to support “place-based” efforts related to Workforce Strategy Center the location of housing and access to job training. Year Up

Annual Report 2010 9 Education Discretionary Grants Awarded: 92 Scholarships Awarded: 210 Amount: $3,530,594

FOCUS The Foundation is committed to reducing the number of students dropping out of school and increasing the number of high school graduates who go on to post-secondary education or job training programs. Our principal target areas in education are: ■ Efforts focused on middle school and high school retention – programs and supports that motivate young people to learn, to reach graduation and to seek further education opportunities ■ Investments in charter schools and specialty schools where best practice can be learned and shared with larger schools and districts ■ Programs addressing professional development and peer support for educational leaders

Brown University Associate Professor of Engineering Jerry IMPACT (highlights) Daniels works with the College Crusade robotics team, ■ A $50,000 grant will help the Urban Collaborative helping them to build and program their robot and to collaborate on strategy for competing in the statewide expand into larger quarters and have a state-of-the-art robotics meet. In this photo, two high school Crusaders science laboratory and a gym, which will be used by consult on how best to add a structural component to their the Collaborative’s 140 students from the cities of robot chassis. (Photo: Karen Donovan) Cranston, Central Falls, and Providence. The 225 students attending the Textron Chamber of Commerce ■ The Providence After School Alliance received a grant Charter School will also utilize the laboratory and gym. of $46,000 toward its successful launch of the Hub initiative, its first program for high school students ■ The College Crusade will use an $85,000 grant to with more than 200 students in attendance. serve more than 3,500 students from the urban core cities. More than 400 parents will be served in 22 ■ A $71,000 grant will help City Year expand workshops on various topics. programming to additional Providence middle schools for students who are “off track.” With the expansion, ■ The University of Rhode Island College of Engineering 1,276 middle school students will participate. received a $60,000 grant for its collaboration with the Providence School Department to interest more under- ■ A $122,569 grant will enable the Education Alliance, represented populations in the field of engineering. along with representatives of Rhode Island’s teacher They have had 1,006 students participate in this training programs, to develop a new curriculum for all program and professional development has been teacher-training programs to address the difficulties of provided to the science/math faculty of the schools teaching students for whom English is not their native served. language. Continued field-testing and assessments will lead to finalization of the curriculum.

10 The Rhode Island Foundation 2010 “Guidance and support from the Rhode Island Foundation has not only made it possible for City Year Rhode Island to provide more students with academic support, mentoring and high-quality after school programs, but it has also increased our capacity to train our staff, strengthen our program and evaluate our impact. We are a better community partner because of the Rhode Island Foundation’s investment in our work.” Jennie Johnson, Executive Director City Year Rhode Island

A City Year corps member provides one-on-one support ■ With support from a $34,000 grant, the Rhode Island in a middle school literacy class. (Photo credit: Jennifer Cogswell) League of Charter Schools hosted the third Charter School Consortium where best practices were shared with Rhode Island public school students, educators, Education Grantees (Received 2010 discretionary grant of $10,000 or more) and families. More than 300 people attended. Achievement First ■ A $50,000 Foundation grant is helping the American American Federation of Teachers Foundation Federation of Teachers and the Rhode Island Brown University Department of Education negotiate to merge their Katie Brown Educational Program respective teacher evaluation models into one shared City Year Rhode Island model. This model will eventually be used to evaluate College Crusade of Rhode Island all 11,900 of the state’s teachers. ConnCAN ■ A grant of $5,000 provided support for the fourth year of Cranston School Department a principal support network to help each school leader Paul Cuffee School affect reform in schools. Education Alliance ■ RI-CAN, an educational advocacy organization, was Great Schools Partnership launched with $50,000 in Foundation support. Harmony Hill School Highlander Charter School ■ Funding of $56,561 provided to the Rhode Island The Highlander Dunn Institute Department of Education supported the successfully Newport Community School enacted school funding formula. Providence After School Alliance Rhode Island League of Charter Schools Rhode Island State Nurses Association “The Rhode Island Foundation is an essential RiverzEdge Arts Project partner in our mission to advance college access Sophia Academy and success for students in low-income urban Teach for America communities. Thanks to the Foundation’s critical University of Rhode Island Foundation investment over the past year, over 3,500 inspired Urban Collaborative Accelerated Program young people who participate in our program are closer to achieving their dream of going to college.” Todd D. Flaherty, President & CEO The College Crusade of Rhode Island

Annual Report 2010 11 Environment Discretionary Grants Awarded: 36 Amount: $764,210

FOCUS The Foundation is committed to maximizing the conservation, restoration and stewardship of Rhode Island’s natural resources and supporting local opportunities to address climate change. Our principal target areas in the environment are: ■ Efforts that advance environmental stewardship and strengthen the sector’s capacity to protect and restore Rhode Island’s natural resources through policy advocacy and programming ■ Efforts to promote energy conservation, renewable energy, local agriculture, and efficient public transit

Save The Bay promotes water quality testing on the Pawcatuck IMPACT (highlights) River in Westerly (Photo: Save The Bay) ■ With $40,000 from The Rhode Island Foundation, the City of East Providence leveraged more than $300,000 ■ As a result of the Environment Northeast’s policy and in state funds to develop one of the largest solar advocacy efforts, energy efficiency programs worth energy projects in New England, transforming the $45.6 million will be available to Rhode Island families former Forbes Street landfill, a long-time non- and businesses, an increase from $16 million in 2008. performing liability, into a performing asset for the city. Energy efficiency measures saved Rhode Island The project will be incorporated into the local school customers $12.3 million in 2010 and reduced curriculum and serves as a model for redeploying greenhouse gas emissions by 432,000 tons.The brownfield sites as alternative energy producers. Foundation awarded $45,000 toward these efforts. ■ A grant of $60,000 to the Coalition to End Childhood ■ With a Foundation grant of $30,000 Southside Lead Poisoning’s “Green and Healthy Housing” Community Land Trust is establishing a Rhode Island demonstration project in Providence, one of 15 pilot Food Council and an integrated two-year strategic sites around the country, will support 250 housing action plan that moves the state toward a more units that meet the standard of “green and healthy” sustainable food system. and systems change that improves household health and lowers utility costs for Rhode Island families. The ”After land is protected by land trusts, the state project has leveraged more than $3.5 million in federal or municipalities, sound stewardship is critical! and state funds to date. Rhode Island Foundation funding enables us to ■ A $55,000 grant helped the Coalition for be vigilant and ensure that these special places Transportation Choices develop transportation funding in our communities remain protected for future recommendations as part of legislation introduced generations to enjoy.” during the 2011 session to start addressing the state’s unsustainable transportation financing structure Rupert Friday, Director, Rhode Island Land Trust Council currently in place.

12 The Rhode Island Foundation 2010 “Responding to the challenge of impaired water quality is essential to all citizens. Funding through the Rhode Island Foundation has helped us to bring together the two states and municipalities and deal with this issue in a collaborative way that improves communication across natural and political boundaries.” David Prescott, South County COASTKEEPER® Save The Bay.”

■ A $25,000 grant is helping Westerly Land Trust develop a long-term strategic plan for its urban program, consisting of four catalytic projects: the Westerly KeepSpace Initiative, the restoration of the United Theater, the Main Street Gateway Project, and the development of a regional commuter rail hub. ■ As a result of Save The Bay’s climate change initiative, Newport, Bristol, and Warwick will have revised comprehensive and hazard mitigation plans that Rhode Island’s more than 45 land trusts work to preserve incorporate climate change impacts leading to smarter open space and natural areas like Black Point, Narragansett. infrastructure investments and stronger local policies in (Photo: Rupert Friday, Rhode Island Land Trust Council, with fiscal agent Third the areas of water infrastructure, coastal management, Sector New England) and storm preparedness. The Foundation supported this work with a $30,000 grant. Environment Grantees (Received 2010 discretionary grant of $10,000 or more) ■ A $50,000 grant is helping The Nature Conservancy revise the State Wildlife Action Plans to incorporate Audubon Society of Rhode Island climate change considerations, a new federal Brown University mandate. The project will leverage more than City of East Providence $100,000 in federal funds and makes the state eligible Clean Water Fund for an estimated $600,000 annually for plan The Coalition to End Child Lead Poisoning implementation. Conservation Law Foundation Environment Council of Rhode Island Education Fund ■ A Rhode Island Environmental Literacy Plan was Environment Northeast approved by the Rhode Island Department of The Nature Conservancy Education and utilized as a basis for an environmental New England Grassroots Environment Fund education curriculum that has demonstrated success Rhode Island Natural History Survey nationally in improving student engagement and Save The Bay performance in math and science. A $22,000 The Sierra Club Foundation Foundation grant supported the Plan. Southside Community Land Trust ■ The Audubon Society of Rhode Island, the largest Third Sector New England private steward of conservation land in Rhode Island, Town of Bristol received a $38,000 grant to help increase sales and The Westerly Land Trust revenue at its two retail stores and sustain a 10% growth per year over the next three to five years to support its educational and conservation programs.

Annual Report 2010 13 Health Discretionary Grants Awarded: 60 Amount: $1,977,589

FOCUS The Foundation’s work in health promotes the development of a successful and effective system of primary care; and increased access, affordability, and quality of primary care for Rhode Island citizens. Our principal target areas in health are: ■ Develop new ways for vulnerable Rhode Islanders to access primary care ■ Provide access to affordable medications through primary care providers ■ Support outreach around primary care and personal health responsibility ■ Build a stronger primary care workforce ■ Integrate oral and behavioral health services and the effective management of chronic conditions with primary care ■ Develop policy around health insurance expansion and cost containment

A young boy gets a check-up from a Providence Community IMPACT (highlights) Health Centers health professional. ■ There were six grant-funded projects to effectively manage chronic conditions: CCAP's community health centers in Cranston and Warwick. ❑ Clinica Esperanza/Hope Clinic received a $40,000 grant to open a new “free clinic” in the Olneyville ❑ A $90,000 Foundation grant supports Blackstone section of Providence. It will serve an estimated 2,000 Valley Community Health Center’s project, Care individuals without health insurance. Coordination: Integrating Team and Technology, will implement the patient-centered medical home model ❑ With a $51,755 Foundation grant Rhode Island and prepare the health center for participation in the Hospital Foundation’s Yes! I Can be Healthy will serve Chronic Care Sustainability Initiative, a program funded 195 adults with diabetes by engaging patients in a by the state's commercial insurers designed to group-based medical visit and education program. demonstrate the benefit of primary care in managing ❑ Foundation support of $75,400 will help Cornerstone three chronic conditions: diabetes, coronary artery Adult Services, Inc. expand its Community Partnership disease, and depression. for Chronic Care to serve an additional 82 older adults ❑ South County Hospital Healthcare System and its with chronic conditions living in the community through physician and community partners are working to collaborations with the primary care community. develop a Patient Centered Medical Community as part ❑ An $82,183 grant will allow Comprehensive of the statewide Chronic Care Sustainability Initiative. Community Action Program to develop new This $90,000 grant will help South County Hospital and approaches to engage adolescents disconnected from six community primary care practices lay the primary care. The project will serve 600 adolescents in groundwork for working together in this effort.

14 The Rhode Island Foundation 2010 ■ Five grant-funded projects helped in the development of important pieces of policy: ❑ Projects include an $87,631 grant to the Warren Alpert Medical School of Brown University for promoting Primary Career Choices in Rhode Island. This project will connect third and fourth year medical students with new developments in primary care through partnerships with practicing physicians. ❑ The Rhode Island Health Center Association (RIHCA) received $75,000 in funding to develop the Patient Centered Medical Home Collaborative. Funding will support community health centers to achieve the goal of Level II NCQA Patient Centered Medical Home Accreditation. This medical home initiative will provide The Palliative Care Team at Home & Hospice Care of approximately half of the 10 health centers with Rhode Island (Photo: Pam Taylor, Home & Hospice Care of Rhode Island) resources to pay the application fees and for RIHCA to establish a medical home collaborative that is focused Health Grantees on the unique needs and varying levels of readiness (Received 2010 discretionary grant of $10,000 or more) among the community health centers. Warren Alpert Medical School of Brown University ❑ Ocean State Action Fund ($25,000), HealthRIght Blackstone Valley Community Health Care ($50,000), and Rhode Island Public Radio ($75,000) CareLink will advocate for health care reform and will cover Clinica Esperanza/Hope Clinic developments in health reform in Rhode Island. Comprehensive Community Action Program (CCAP) ■ Seven physicians new to the practice of primary care in Cornerstone Adult Services the state have been supported through the Primary East Bay Center Care Loan Forgiveness Program, a collaborative of the The Foundation Fighting Blindness Rhode Island Medical Society, Blue Cross Blue Shield of Home and Hospice Care of Rhode Island Rhode Island, the Rhode Island Student Loan Homefront Health Care Authority, the Foundation, and other groups. IN-SIGHT Lifespan Office of Research Administration ■ There were eight grant-funded projects totaling Lifespan/Rhode Island Hospital $486,134 that serve Rhode Island’s blind, elderly, Ocean State Action Fund disabled, or those who have severe or persistent Providence Clubhouse Development Group mental illness or cancer. Recipients included the Providence College Foundation Fighting Blindness, CareLink, Homefront Rhode Island Health Center Association Health Care, Home and Hospice Care of Rhode Island, Rhode Island Hospital and Providence Clubhouse Development Group. Rhode Island Parent Information Network Rhode Island Public Radio Rapid Access Rhode Island: “Rhode Island Foundation Rhode Island Special Olympics support has allowed Blackstone Valley Community Rhode Island Student Loan Authority Roger Williams Medical Center Health Care to expand patient services to include South County Hospital Healthcare System Saturday and Sunday walk in visits. Prompt patient Visiting Nurse Services of Newport and Bristol access allows BVCHC to offer a cost effective Counties alternative to Emergency Department visits.” Raymond Lavoie, Executive Director Blackstone Valley Community Health Center

Annual Report 2010 15 Human Services Discretionary Grants Awarded: 143 Amount: $2,008,544

FOCUS The Foundation works to strengthen the continuum of care for at-risk children, youth in crisis, and teen parents. Our principal target areas in human services are: ■ Programs that utilize evidence-based practices tailored to meet the needs of target populations as outlined above ■ Efforts to develop systems, policies and advocacy to improve overall well-being outcomes for children

IMPACT (highlights) Above: A student and teacher work together at the Carter School at Meeting Street. (Photo: Jim Egan) ■ With a Foundation grant of $50,000 the Newport Below: Participants in the 5K Race Against Racism, April 10, County After School Excitement (iNCASE) will seek to 2011, sponsored by the YWCA of Northern Rhode Island. ensure that 750 youth in Newport County have increased and easier access to high-quality after-school occupying a renovated building with extensive space programming and will build an innovative, county-wide for classrooms, after-school programs, and youth network that expands youth choices in after-school development. activities. Members are Boys & Girls Clubs of Newport ■ The Youth 4 Change Alliance (Y4C), a collaborative, County, Jamestown Teen Center, Newport Art Museum, youth-led initiative housed at Youth In Action, will Child & Family Services (Ophelia and Iron John Sessions), plan, build, and implement its “Right to Education” and East Bay Met School. In developing this model, it campaign with a Foundation grant of $35,000. The has sought technical assistance from the successful project will ultimately involve 600 students. Y4C will Providence After School Alliance (PASA) model. leverage relationships, access, and share objectives to ■ The Institute for the Study and Practice of Nonviolence increase public understanding, develop a sense of will expand its program offerings for youth with urgency for change, and provide youth-developed Foundation support of $75,000. Currently, the Institute solutions in Providence. serves 175; that number will increase to 500 in 2011. ■ The Foundation provided Meeting Street Center with Current programs provide positive opportunities for at- $75,000 for general operating support. Meeting Street risk youth, including employment, life skills training, is where infants, preschoolers, and children of all ages and leadership development. Specific programs include and abilities receive individualized attention from summer and after-school jobs, and community drop-in highly-trained, dedicated educators, therapists, and programs. These opportunities will greatly expand in staff who work as a team. The School will ultimately scope in the coming year, since the Institute is now serve 3,100 children age birth to five.

16 The Rhode Island Foundation 2010 “Employment is an often neglected part of Human Services Grantees gang intervention and prevention. The Rhode (Received 2010 discretionary grant of $10,000 or more) Island Foundation has supported the Institute Amos House generously and loyally for many years and Boys & Girls Club of Newport County additionally last summer made an emergency Boys Town New England grant to fund our Beloved Community Summer Child and Family Services of Newport County Job Program. This grant was instrumental in Children's Friend and Service saving the program and ultimately saved lives.” Connecting For Children & Families Teny Gross, Executive Director Direct Action for Rights & Equality Families First Rhode Island Institute for the Study and Practice of Nonviolence Family Service of Rhode Island Institute for the Study and Practice of Nonviolence John Hope Settlement House “The Rhode Island Foundation’s support of Local Initiatives Support Corporation Meeting Street was critical in allowing us to Looking Upwards serve more children and young adults and Meals on Wheels of Rhode Island Meeting Street continue to expand our commitment to the Newport Partnership for Families healthy development of the whole child.” The Poverty Institute John M. Kelly, President, Meeting Street The Providence Center Providence Plan Rhode Island Coalition for the Homeless ■ Our general operating support grant of $125,000 will Rhode Island Community Action Association allow Rhode Island Kids Count to continue its Rhode Island Community Food Bank statewide policy and advocacy work in the areas of Rhode Island Donation Exchange Program health, education, and economic well-being and safety Rhode Island Foster Parents Association of Rhode Island’s children. Rhode Island Kids Count Rhode Island KIDS COUNT collects and disseminates data on the well-being of Rhode Island Natural History Survey Rhode Island’s children and advocates for and Salvation Army facilitates the development of responsive policies and Southside Community Land Trust programs by framing the issues, stressing their impact St. Vincent de Paul-Diocesan Council of Providence on children and communities, enlisting media Tannerhill coverage, and collaborating with key partners. United Way of Rhode Island ■ The YWCA of Northern Rhode Island received a grant of WE LEARN (Women Expanding Literacy Education $50,000 to support the Rhode Island Alliance to End Action Resource Network) Teen Pregnancy. The Alliance will build upon its 41- Westerly Area Rest Meals - WARM member partner coalition to increase its capacity to use Youth In Action science-based approaches to prevent teen pregnancy YWCA of Northern Rhode Island and promote adolescent reproductive health, including abstinence, sexually-transmitted infections and HIV The Rhode Island Foundation is a true prevention. Approximately 1,100 teens have children community champion and valued partner of each year in Rhode Island. Seventy percent of these YWCA Northern Rhode Island in our efforts to adolescents live in the state’s core cities. eliminate racism, empower women and ■ The Rhode Island Foster Parents Association received a celebrate diversity. Not only does the grant of $75,000 to continue its efforts to improve Foundation talk the talk, they walk it with us. outcomes for children and youth in Rhode Island’s child welfare system. The organization estimates these Deborah L. Perry, Executive Director policies affect 5,000 children and youth each year. YWCA Northern Rhode Island

Annual Report 2010 17 Community Initiatives

Initiative for Nonprofit Excellence Newport County Fund ■ The Initiative for Nonprofit Excellence (INE) has been ■ The Newport County Fund (NCF) was established in serving Rhode Island nonprofits since 2008. More 2002 by the Foundation as a permanent endowment than 1,300 board members and executive leaders to benefit the six communities of Newport County: representing more than 600 organizations have Jamestown, Little Compton, Middletown, Newport, attended our programs in the areas of board Portsmouth, and Tiverton. governance, leadership, organizational development, ■ The mission is simple: To improve the lives of Newport human resources management, fiscal literacy, and County residents. And the vision of NCF is based on donor relations. the power of regional philanthropy – local people working together on local issues to improve the quality of life throughout the County. ■ Since 2002, NCF has awarded more than $2 million in grants. In 2010, NCF launched the Common Ground Grants program, an initiative to support creative collaborative projects that cross institutional boundaries and city/town borders. ■ NCF also addresses regional issues through community convenings in partnership with the Newport Daily News. The 2010 program, 2020 Vision, challenged Rebekah Greenwald Speck, executive director, RiverzEdge Arts the community and local leaders to address issues Project, shares her personal stories of leadership with “next concerning education, the economy, and the generation leaders” in the Initiative for Nonprofit Excellence’s environment. Emerging Leaders program. ■ We are grateful to the many volunteers, led by the ■ INE workshops and extended training programs have dedicated Advisory Committee (members are recognized demonstrated a positive impact in the nonprofit on page 67), who are making this work possible. community, with participating organizations reporting that they gained increased knowledge about financial sustainability, governance, and organizational structures. INE programs are intended to strengthen leadership at the board and executive levels, with a special emphasis on building a cohort of early career leaders through our emerging leaders program. We also provide a unique set of on-line resources for nonprofits, including a complete directory of the state’s nonprofits and a resource guide to nonprofit consultants. ■ All our programs and services are designed to Senate President Teresa Paiva Weed, D-Newport, speaks strengthen and build the capacity of the Rhode Island during the 7th Annual Newport County Legislative Breakfast, nonprofit sector so that it may effectively meet co-sponsored by the Newport County Fund and the Newport community needs. Daily News. (Photo: Jacqueline Marque, Newport Daily News)

18 The Rhode Island Foundation 2010 Equity Action Black Philanthropy Initiative ■ In 2002, the Foundation accepted a challenge from ■ In 2005, a group of Black leaders met with the the National Lesbian and Gay Community Funding Foundation to discuss their vision for a thriving Black Partnership (now known as Funders for Lesbian and community in Rhode Island. Acknowledging that the Gay Issues) to create Equity Action, a permanent challenges facing Black Rhode Islanders were both philanthropic resource for Rhode Island’s lesbian, gay, formidable and well-entrenched over many decades, bisexual, transgender, queer, and questioning (LGBTQ) they sought a solution that would be responsive to communities. changing and emerging needs well into the future. Thus was born the Black Philanthropy Initiative (BPI), a field of interest fund at the Foundation. ■ The mission of BPI is to advance equity and social justice for Blacks in Rhode Island. Through strategic grantmaking, BPI will support organizations and initiatives that: measurably improve the status of Blacks in Rhode Island; pursue equality, opportunity, and prosperity in the economic, cultural, social, educational, health, and public policy spheres; and galvanize Black leadership, nurture public/private partnerships, and leverage additional community Honorees at the Julie Pell Awards Gala in November 2010 were resources. (l to r) U.S. Congressman Barney Frank, Julie Pell Award for National & Regional Advocacy; Lise Iwon, Peter Hocking, and Jenn Steinfeld, Empowerment Award for Social Change & Civic Engagement; and Rhode Island ACLU (Steven Brown, executive director, accepting), Julie Pell Justice Award for Community Leadership. The late Julie Pell was a founding member of Equity Action and one of its most generous donors.

■ Efforts have focused on generating new philanthropic resources and financial support for LGBTQ issues, increasing awareness about LGBTQ concerns, and investing in programs and projects that support and promote justice for LGBTQ Rhode Islanders. On the Among the leadership of the Black Philanthropy Initiative are (l latter front, Equity Action has – since making its first to r) Walter R. Stone, co-chair, campaign committee; Linda grants in 2004 - awarded more than $500,000 to Newton, co-chair, campaign and steering committees; and the nonprofit organizations working to advance the Hon. Edward Clifton, co-chair, steering committee. equitable treatment and improve the quality of life of LGBTQ Rhode Islanders. ■ A dedicated group of volunteers has worked tirelessly ■ Two integral groups of volunteers have supported the to launch an initial fundraising campaign, determine fund’s growth and impact – the campaign committee strategic priorities, and recruit community support. We and the advisory council. Thank you to these thank these many volunteers (listed on page 66) for extraordinary committee and council members (see a their vision and commitment. full list on page 66) and the hundreds of individuals who have supported the cause through the years.

Annual Report 2010 19 Giving Through The Rhode Island Foundation If you want to invest in Rhode Island – no matter what your interest – we can help you have a significant, far-reaching impact.

YOU CAN ESTABLISH YOUR Fund for Education: for public OWN ENDOWMENT FUND education in Rhode Island Types of funds: Fund for Arts & Culture: for a Unrestricted leaves the choice of thriving arts community in Rhode grant recipients to the Foundation. Island Field of interest identifies an area of Fund for Community & Economic interest, e.g. the environment, Development: for affordable housing education, or geographic region. and workforce development Designated identifies one or more Fund for the Environment: for the particular nonprofit organizations for conservation, restoration, and support. stewardship of Rhode Island’s natural Donor advised enables a donor and resources named successors to recommend Fund for Human Services: for the nonprofit organizations to receive support of at-risk children and youth grants. Corporate advised allows a corporation to recommend nonprofit “It’s been very rewarding for me to organizations to receive grants. Organizational endowment enables a co-fund with the Foundation. For many nonprofit organization to receive grants and take advantage of years, I’ve used the phrase ‘give until professionally managed investment and greater security. it helps’ and co-funding with the

YOU ALSO CAN SUPPORT Foundation works to that end. I believe A CAUSE YOU CARE ABOUT in giving enough funding so that really Fund for Rhode Island: our general unrestricted fund to meet the needs of good works can actually be accomplished. the people of Rhode Island Fund for a Healthy Rhode Island: I’m pleased to be part of working with for projects designed to have the greatest impact on quality and the Foundation.” affordable health care in Rhode Island Vera Gierke, donor advised fund, 2005

20 The Rhode Island Foundation 2010 Frequently Asked Questions About Giving

Q. HOW DOES IT WORK? Q. HOW DOES THE RHODE six cause-related funds (for education, A. If you choose to set up your own ISLAND FOUNDATION DIFFER health, arts & culture, community & fund at the Foundation, you make an FROM COMMERCIAL economic development, health, and irrevocable gift. You choose the fund’s CHARITABLE GIFT FUNDS? human services) at any giving level. name and its purpose, which the A. These funds are similar in some Foundation will carry out in perpetuity. respects to the Foundation's donor Q. IF I'M INTERESTED BUT advised funds. But there are important DON’T FEEL I CAN AFFORD Q. WHAT DO YOU MEAN BY differences. Commercial gift funds TO ESTABLISH A FUND NOW, “IN PERPETUITY”? confine themselves to simple due WHAT ARE MY OPTIONS? A. Forever. If you set up a fund now diligence, assuring that a charity is A. In some cases, you can make a to benefit the XYZ Library, the IRS-compliant. The Rhode Island pledge and pay your gift over time. Foundation will continue to make Foundation offers extensive research You can name the Foundation in your grants to that organization as long as services to its donors, to help you find will or trust to receive a portion of it exists. If it ceases to exist, the just the right charities. If you tell us, your estate when you're gone. Or, you Foundation will apply the fund to the for instance, that you want to do can choose a giving vehicle that will closest similar organization. something about teen pregnancy, we'll provide income to you or a loved one, help you identify the state’s most and then create an endowment fund Q. WHAT IS THE FOUNDATION’S innovative, most successful program here after death. And of course, we INVESTMENT POLICY? to invest in. In fact, we invite donors welcome your gift of any amount to A. The Foundation invests your gift to co-fund projects with us to extend any of the more than 1,200 as part of our endowment pool. the reach of our grantmaking dollars permanent funds listed on the Because the value of our assets is even further in Rhode Island. following pages. considerable, the Foundation attracts Maybe the biggest difference is this: some of the country’s top-performing The Rhode Island Foundation is in Q. HOW DO I GET MORE money managers. We aim to protect business to help the community. INFORMATION? and grow the principal of your gift. Commercial gift funds are in business A. Contact the Development Our growth target each year is primarily to manage money and profit Department at (401) 274-4564, inflation plus 5%. But that is a from fees. check out the "Donors" section of minimum. Any investment returns in www.rifoundation.org, and/or request excess of grants and fees are added to Q. DO I HAVE TO GIVE CASH? your free copy of A Guide for Donors. the fund you established. A. Cash is great, but almost any asset of appreciated value can be transferred Q. WHAT IS THE MOST POPULAR to the Foundation; we will convert it GIVING OPTION? into cash. Many donors give We wish to extend a special A. Donor advised funds are extremely appreciated securities (stock that has thank you to our partners who popular. With a donor advised fund, risen in value) to maximize their tax “co-funded” projects with us in you stay actively involved and each benefits. You also can earmark IRAs 2010. Co-funding enables donor year recommend how to distribute or pensions to the Foundation. Or advisors to support a cause they grants from your fund. even purchase life insurance that care about while also extending But we offer several choices (see names The Rhode Island Foundation the reach of Foundation-directed types of funds, previous page). Based as the beneficiary. grant dollars. on your needs and interests, we can Anonymous help you decide what type of fund is Q. WHAT IS THE MINIMUM David and Jean Brown best, and if it is appropriate to estab- AMOUNT I CAN GIVE TO Betsy de Leiris lish a fund now, through your will, or ESTABLISH A NAMED FUND? H. Jack & Hannah Feibelman through other planned giving strate- A. In most cases, our minimum is Vera Gierke gies. Many donors begin funds during $10,000; it is $25,000 for a donor The Honorable John W. Pickard their lifetimes, then add to the funds advised fund. You can support The Anne Sage upon their deaths. Fund for Rhode Island or any of our

Annual Report 2010 21 Foundation Honors Community Leaders at 2010 Annual Meeting

During The Rhode Island Foundation’s 2010 Annual Meeting, donors, community leaders, grant recipients, and stakeholders recognized several remarkable Rhode Islanders who have shown tremendous leadership and dedication to improving our state and the quality of life for others through their philanthropy and community engagement.

aul A. Silver of Providence received The Harold B. PSoloveitzik Professional Leadership Award, an award established for the beloved Westerly lawyer who exhibited an enduring loyalty to philanthropy throughout his career. The award is given annually to a professional advisor who shares this enduring commitment. Paul A. Silver, a partner with Hinckley, Letitia and John Carter with Foundation Allen & Snyder, was recognized for his Elizabeth Burke Bryant and Neil Steinberg President & CEO Neil D. Steinberg longstanding relationship with the Foundation and the personal value he he Foundation also he Foundation’s Inspiring places on both practicing and promot- inaugurated a new award Partners Award was given to T T ing philanthropy in Rhode Island. at the meeting. The Community John and Letitia Carter of Providence. Leadership Award was presented to Established in 2003, the award pays Rhode Island KIDS COUNT and tribute to individuals who have Executive Director Elizabeth Burke inspired others with their personal Bryant. KIDS COUNT and Bryant commitment to philanthropy and were recognized for commitment, thoughtful approach to grantmaking. innovation, and passion in John and Letitia Carter were honored promoting positive outcomes for our for their deeply committed efforts to state’s children. shape a better future for countless “Rhode Island KIDS COUNT is Rhode Islanders. a greatly admired partner of the “The Carter’s commitment, integrity Foundation. Elizabeth Burke Bryant’s Paul Silver and Neil Steinberg and generous philanthropic efforts leadership and expertise is well have had tremendous impact across “We are truly fortunate at the known and respected by leaders the state. Their generosity and caring Foundation to have Paul’s good counsel across the state. Elizabeth and her spirits can be found in communities and guidance, and even more impor- staff have worked tirelessly to make and organizations across the state, and tant, his trust. We are honored to work KIDS COUNT one of our state’s it is an honor to recognize John and with Paul and the many clients he has most effective advocacy Letitia Carter for their love of Rhode connected to us,” said Carol Golden, organizations,” said Steinberg. Island,” said Neil D. Steinberg, presi- executive vice president and chief dent and CEO. development officer at the Foundation.

22 The Rhode Island Foundation 2010 The Rhode Island Foundation Permanent Endowments

As of December 31, 2010, generous Rhode Islanders had established the 1,218 permanent endowments listed here, growing the Foundation’s assets to $572 million. Each endowment has a story behind it, a purpose before it. Together, these endowments reflect the collective philanthropy of our many communities.

The following is a list of the endowments at The Rhode Island Foundation with a balance of at least $10,000 or, if established before 1995, a balance of at least $5,000. Donors who wish to remain anonymous are not listed. Funds appearing for the first time in the Foundation Annual Report are in red.

Those with a ★ have a profile in this book. Funds with a ★ were established at the Foundation at least 50 years ago!

To learn about creating your own legacy, contact the Development Department at (401) 274-4564.

Annual Report 2010 23 including the needlepoint pillows and glasses cases that my mother would make.” In 2003 Mr. Auslander attended his wife’s 65th reunion after she died to stay connected to her longtime friends. With this fund, Gail notes, “I am endowing my mother’s annual giving.” Gail adds that she hopes others will consider endowing their giving, to ensure, in her words, “that the giving goes on when they are no longer with us.” After a long career in banking at both Fleet/Boston JEAN H. AND STANLEY E. AUSLANDER FUND Financial Group and Citizens Financial Group, Gail Rhode Island Foundation Senior Development joined the Foundation in October 2010. Her Officer Gail Ginnetty established this fund in her familiarity with the organization gave Gail the parents’ memory to benefit Lincoln School, a place confidence to establish this fund. “With a consistent that had a lasting influence on the lives of her track record, a well thought out investment strategy, mother, her father, and herself. and a stable infrastructure, the Foundation was an Jean Hamilton Auslander graduated from Lincoln easy choice,” she notes. in 1938; 26 years later, Gail graduated with the class 2010 was Lincoln’s 125th anniversary year. “I have of 1964. “My mother was an extraordinary alumnae spent more years at the school as an adult than I did role model. She gave to the Lincoln annual fund every as a student,” says Gail, who served the board of single year for nearly 50 years. She served as class trustees for twelve years, including three years as scribe for 25 years, was vice president of the alumnae president. She also helped to establish “green sense” board, and often hosted class reunions. And she was financial education classes for seniors. fascinated by the school’s changes over time. When I Gail emphasizes that she and her parents agreed on served as treasurer and presiding clerk of the board of the power of a Lincoln education. She concludes, trustees, she invited me to speak to her 55th and 60th “Lincoln girls are encouraged to expand their reunion classes about the latest developments at horizons, explore their talents, and excel. Celebrating Lincoln – and of course, to encourage giving.” this milestone year for Lincoln by honoring my Gail’s father, too, “loved all things Lincoln – parents seemed like a perfect match to me.”

Lorne A. Adrain Fund for Children Patty and Melvin G. Alperin Fund Hugold B. and Barbara A. (2000) (1995) Anderson Fund (1989) Lorne A. Adrain Fund for Patty & Melvin Alperin First Hugold and Berndt and Jane Community Leadership (1997) Generation Scholarship Fund Anderson Fund (2001) Lorne A. Adrain Fund for Special (1998) James G. Angell Fund (1994) Olympics (1998) Amaranth of RI Diabetes Fund ★ Emily J. Anthony Fund (1931) (2) (2007) Ross and Mary Aiello Fund (1979) Chad Antoch Memorial Fund Louise M. Aldrich Fund (1987) American Legion Stark-Parker Post (1996) #21 Fund (2005) Louise M. Aldrich Fund (2006) Aptaker Family Fund (2004) Margaret A. Ames and Robert S. Allen Family Fund (2006) Ames Fund (1996) Aquidneck Island Fund (2003) Alperin Hirsch Family Fund (1995) Anne W. Anderson Fund (1996) Aquidneck Land Trust Merritt Neighborhood Fund (2004) Mark and Kathleen Alperin Fund Edward R. Anderson CLU (1997) Scholarship Trust (1986) Ronald D. Araujo Memorial Scholarship Fund (2004)

24 The Rhode Island Foundation 2010 Vincent has happy memories of his father’s famous preseason football camp on the Cape, where the whole family pitched in. “His years at Classical shaped him,” notes Vincent, adding, “It was where he developed his love for Classics, sports, and everything he cared about.” Vincent also points out that the unusually successful Classical grads of that era continued to honor their teacher and coach and bring him into their lives, often BERNARD V. BUONANNO attributing their high achievement to his thoughtful CLASSICAL HIGH SCHOOL FUND and sage guidance. “Growing up, volunteering always seemed a normal Following his 10-year career at Classical, Mr. part of family life. Our parents were great examples – Buonanno founded New England Container, located they never lectured about it, they just did it, whether it originally in Centredale and later in Smithfield, which was Classical Varsity Club, the Boy Scouts, the Heart he served as chairman until 1998. A lifelong education Fund, or my mother’s favorite, a nunnery that served leader, he served on the Providence School Committee, food to shut ins,” says Rhode Island native and Chicago the New England Board of Higher Education, and the businessman Vincent J. Buonanno, who established this first Rhode Island Board of Regents for Education. Mr. permanent endowment to honor his father’s association Buonanno, who died in April 2009, just before his with and love for Classical High School. 101st birthday, was proud that teaching was the chosen Bernard V. Buonanno, born in Providence in 1909, profession of a few of his 11 grandchildren. was a 1927 Classical graduate who went on to excel in Vincent notes that the Classical Alumni track and field at Brown. He returned to Classical in Association, which will advise the Foundation on the 1934, taught French and Latin, and served as guidance distribution of the fund, honored his father by counselor, football and track coach. At a time when naming the school’s college preparatory room for him Classical, known for stellar academics, wished to also on the occasion of his 80th Classical reunion. shine athletically, Mr. Buonanno brought the school to “My father would approve of this fund,” says its first undefeated football season for two seasons in a Vincent, who adds, “It is an uncomplicated gift, a row and was later inducted into its Hall of Fame. lovely representation of what was important to him.”

James E. Arcaro Fund (1995) ★ Jean H. and Stanley E. ★ Jennie M. Ballou Fund (1946) Rhea Archambault Memorial Fund Auslander Fund (2010) Hildred F. Bamforth Fund (1992) (1987) Avalon Fund (2008) Frederick H., William, & Frederick Archive, Document, Display and Vaughn Avedisian Helping Hand H. Banspach Memorial Fund (1997) Dissemination Fund (1986) Fund (2005) Barrington Christian Academy Artists Development Fund (1987) Vaughn Avedisian Memorial Fund Endowment Fund (1993) Arts in Academics Fund (2004) (2003) Barrington Christian Academy- Asbury United Methodist Church Bach Organ Scholarship Fund Stratton Scholarship Fund (2005) Fund (1993) (1985) Barrington Congregational Church Hugh D. Auchincloss III Fund Marion Brown Baker Fund (2002) Fund (1990) (2006) ★ Martha Cross Baker Fund (1960) Barrington District Nursing Karl Augenstein Memorial Fund Charles C. Balch Fund (1963) Association Fund (1989) ★ (1989) F. Remington Ballou Scholarship William Walter Batchelder Fund Jim and Karin Aukerman Fund Fund (2003) (1954) (2006) Victor & Gussie Baxt Fund (2006)

Annual Report 2010 25 LILLIAN CHASON we could talk to her teachers when her eyesight made MEMORIAL FUND her work load too large, she wouldn’t let us Lillian Chason of intervene,” her father Eric says, adding, “She wanted Barrington was 18 to stand up for herself.” years old, a freshman at Acting was the perfect outlet for Lillian’s creativity the University of North and dynamism. Her mother Cate Chason says, Carolina Chapel Hill, “When I watched her act, I couldn't believe how when she was felled by good I thought she was. It's been nice to hear that Acute Respiratory other people also felt that she had a real gift.” Distress Syndrome in December 2009. Her family Lillian was extraordinarily happy at UNC, where established this fund to support activities that had she thrived academically and socially. Despite having special meaning to Lillian, including community been accepted to Brown, she chose to spread her theater, Friends Camp and drama scholarships. wings and try a completely new environment. Her By all accounts, Lillian was a beautiful, brilliant girl father says, “It was a joy to hear the excitement in her with a promising future. Rower, softball pitcher, voice and know that she loved what she was doing.” academic superstar, she was passionate about everything Lillian’s family was overwhelmed by the support she did, but above all loved theater, especially acting in the Facebook page, “prayersforlillian” received. More plays at the Barrington Community Theatre. In fact than ten thousand people prayed for her recovery. In she was in rehearsals for the lead role in a new play at her obituary, it was noted that Lillian “lived her life UNC when she became ill. in all directions, bright and extravagant. She was, and Lillian displayed remarkable independence during is, a magnificent soul. The best lives take her entire life, but no more so than when she learned unpredictable turns; when we least expected it, at the age of 16 that she had Stargardt’s disease, a Lillian soared, and sails under the gale force of the genetic form of macular degeneration that would spirit.” take her eyesight. According to her parents, Lillian was extremely courageous in dealing with her disability. She never complained, learned how to use assistive technology, and completed reading assignments via audio books. “When we asked her if

Beacon Brighter Tomorrows Fund Berry Family Fund (1971) Block Island Conservancy/ Eric Jess (1998) ★ Thomas Beswick Fund (1960) Spirer Fund (2004) Sara G. Beckwith Fund (1990) Black Philanthropy Fund (2007) Block Island Conservancy Inc. Stewardship Endowment Fund Andrew Bell Scholarship Fund Blackall Fund (1986) (2) (2004) (2008) Blackburn Family Fund (2004) Thomas L. and Kathryn D. Block Island Fund (1994) Bendheim Family Fund (2006) George T. Blackburn and Susan H. Block Island Medical Center Blackburn Fund (2004) Frederick J. Benson Scholarship Endowment Fund (2008) Fund (1975) Victor Blanco Memorial Blue Cross Blue Shield of Rhode Scholarship Fund (2008) Alvin Benjamin Berg Fund (2002) Island Community Health Fund Alice W. Bliss Memorial Fund (2005) Zabel Yaghjian Berg Fund (2001) (1981) Raymond J. and Brenda B. Bolster Marion Berlin and Kara Berlin- Lorraine S. Bliss, Lewis I. Gross, Community Fund (2005) Gallo Family Fund (2006) Sophia S. Gross, and Rosetta L. Bonnet-Eymard Family Fund (2007) Bernadette and Douglas Bernon Horowitz Memorial Fund (2009) Charitable Fund (2010) Larry and Jean Bonoff Fund (2007)

26 The Rhode Island Foundation 2010 Daniel R. Borah Fund (2005) Jeffrey A. and Barbara Horovitz Richard N. Carr Memorial Emilie Luiza Borda Charitable Fund Brown Fund (2004) Scholarship Fund (1996) (2008) Walter G. Brown Fund (1964) Beverly E. Carr Fund in Memory of Borders Farm Endowment Fund William Horace Brown Memorial Manola & Arthur Merrill and (2004) Fund (2004) Estella & Edwin Hartley (2000) Bosworth Fund (1999) Bubba Fund (2009) Richard N. and Beverly E. Carr Fund (2000) Edward M. Botelle Memorial C. Warren and Anne D. Bubier Library Fund (1989) Fund (1989) Virginia Carson Memorial Scholarship (2009) Family of Eugene M. Boutiette C. Warren Bubier Fund (2001) Fund (1979) Marion M. Carstens Fund in Alfred Buckley Fund (1977) Memory of Janice E. Mutty (2002) Bowen Haven Fund (2009) Helen H. Buckley Fund (2003) Charles H. Carswell Fund (1980) ★ Richard M. Bowen Fund (1927) Marjorie W. and George B. Christine & David Carter Fund Mary A. Boylan Memorial Fund Bullock, Jr. Fund (2001) (2007) (1997) David P. Bulman Memorial Florence P. Case Fund (1967) Boys & Girls Club of Newport Fund Scholarship Fund (2005) (2002) ★ Grace D. and Lloyd A. Case Fund Bernard V. Buonanno Classical (2006) Boys & Girls Club of Pawtucket High School Fund (2010) Funds (2002-2005) Cataract Fire Company #2 Dr. Alex M. Burgess Memorial Fund Scholarship Fund (1974) Mae L. Bradley Fund (2006) (1974) Samuel M. Cate Fund (2001) Carol A. and Robert H. Breslin, Jr. Burke Bryant Family Fund (2001) Allison N. Cathro Fund (1997) Fund (2004) John P. Burke Memorial Fund Alma Brewster Fund (1978) (2005) Margaret Chace Scholarship Fund (1999) Roberta H. Bridenbaugh Fund John P. Burke Memorial Fund/ (1996) Joseph J. Sprague Sr. Memorial Charles V. Chapin Fellowship Fund (1968) Harriet M. Briggs Memorial Fund Scholarship (2005) (1978) John P. Burke Memorial Fund/ RI Roger B. Chapman Scholarship Fund (2007) Bristol Children’s Home Fund State Seniors’ Golf Association (1967) Scholarship (2005) Holly Charette Scholarship Fund (2007) Bristol Female Charitable Society James J. Burns and C. A. Haynes Fund (2003) Scholarship Fund (1991) Chariho Community Innovative Projects Fund (2003) Bristol Historical & Preservation Virginia B. Butler Fund (1978) Society Helene L. Tessler Fund Button Hole Fund (2004) Anne Elizabeth Chase Fund (1976) ★ (2009) Edith T. Cabot Fund (1966) Lillian Chason Memorial Fund (2010) Olive C.P. Brittan Memorial Jane Brownell Cady Fund (2002) Scholarship (2001) Dr. & Mrs. Joseph A. Chazan Fund John C. Cahill Memorial Fund for the Wheeler School (1978) Helen E.B. Bromley Memorial (1997) Scholarship (2001) Chopin Club Scholarship Fund CANE Child Development Center (2003) Abbie A. Brougham Memorial Fund (2005) Fund (1988) Choquette Family Fund (1995) Ruth A. Capron Fund (1991) Fern Brown Memorial Fund (1995) Carl W. Christiansen Scholarship Anthony and Attilia E. Caran Fund Fund (1974) Georgia A. Brown Fund (1991) for the Retarded (2007) ★ Church House Fund (1958) H. Martin Brown Memorial Fund Donald and Suzanne Carcieri Fund (1998) (1998) Montie Ciarlo Memorial Scholarship Fund (2005) James P. Brown, Jr., and the Greta Patricia B. and Paul C. Carlson P. Brown Fund (1982) Fund (1994) Anita Cinq-Mars Fund (2002) Jean Margaret Young Brown Fund ★ Carpenter Fund (1927) (2) Antonio Cirino Memorial Fund (2006) (1987) Arthur H. Carr Fund (2009) Harriet A. F. Claflin Fund (1990)

Annual Report 2010 27 ROBERT W. finance and investment, we felt it prudent to conduct & MARY W. C. our own ‘due diligence,’” states Bob. Polly adds that, (POLLY) “joining the Foundation’s finance committee in 2009 DALY FUND provided further insight. And as treasurer of the The road back Harvard Business School Association of Southeastern to Rhode Island New England, which has a fund at the Foundation, for Bob and Polly I’ve witnessed firsthand the Foundation’s impressive Daly took a work and excellent financial stewardship.” The Dalys number of also appreciate the combined appeal of a donor interesting turns. advised fund’s flexibility with the Foundation’s broad After graduating reach into many issue areas. from Brown in Both Dalys are retired, although Bob is still active 1973 and beginning their careers as bankers in New developing therapies for sleep apnea. In the Boston York, they earned MBAs from Harvard in 1978. area, he provided pro-bono consulting to Harvard’s Then, their paths diverged. Polly moved around the teaching hospitals, volunteered as the de-facto country as a grain merchandiser and Bob stayed in systems administrator for the Mother Caroline Boston as a management consultant. During the next Academy where he also donated the computer lab, 30 years, both had families and successful careers, and served as an overseer of the Boston Symphony Polly in banking and Bob in venture capital/private Orchestra. Bob has provided grants for medical equity. Each developed a meaningful interest in research at Brown and Harvard. philanthropy. “When we reconnected (they were Polly, who recently joined the Foundation’s board married in 2007) and began a new phase of our lives of directors, is a trustee of Community Preparatory together, it was clear we would support our School and a mentor in the Women’s Leadership community,” says Polly. “It’s an important value we Forum at Brown. She is also involved with the share,” adds Bob. Episcopal Diocese Investment Trust and outreach at For the Dalys, establishing this fund continues a Grace Church in Providence. family tradition started by Polly’s parents, John, a Both note with pride that their four adult children former Foundation director, and the late Mary Wall. have embraced the family legacy of giving back and Still, “Coming from careers in various aspects of getting involved.

Arnold V. and Jane K. Clair Fund Edward F. Clement Memorial Fund Nina H. Congdon Fund (1976) (1991) (1999) Congdon Fund for the Benefit of B. Jae Clanton Scholarship Fund of Barbara and Cary Coen Family Grace Church in Providence (2003) the Urban League of RI (1990) Fund (2004) Congdon Fund in Honor of The Gilbert J. Clappin, Jr. Memorial Daniel Brian Cohen Scholarship Congdon & Carpenter Company Fund (2005) Fund (2007) (1790-1987) (1969) George P. Clark and Vera J. Clark Arnold B. and Madelyn Collins Ann F. and Robert B. Conner Fund Fund (1999) Fund (2000) (1995) Clark Memorial Library Charles A. Collis Fund (1991) Conrad-Nestor Scholarship Fund Endowment Fund (1999) Community MusicWorks Fund (2008) Clark-Lyon Fund (1990) (2008) Conservation Stewardship Classical High School Alumni Community Preparatory School Collaborative Fund (2007) Association Scholarship Fund Endowment Fund (1988) Constant Memorial Fund (1999) (1991) Community Preparatory School ★ Charles Nourse Cook and Mary Flexible Endowment Fund (2009) C. Cook Fund (1938)

28 The Rhode Island Foundation 2010 VIOLA M. DASCOLI Upon graduating from high school in 1943, Viola FUND enrolled in the Rhode Island Academy of Hairdressing Viola M. Dascoli in Providence, which she attended at night, while died on January 5, working during the day. “School was only $10 per 2010. She established month, but we didn't have it,” she recalled. When she this fund at the received a $212 Christmas bonus from her day job at Foundation “for the Improved Seamless Wire, she remembered pleading support of charitable with her mother, “You've got to let me go days, too, so programs and services I can finish.” Viola completed the 1,500 hours that service required to graduate in July 1946. disadvantaged After years of working in downtown salons Viola children in Rhode started her own business, “Vi’s,” and when her Island, particularly those programs designed to help mother died in 1965, had the garage at the family’s children overcome life obstacles and achieve their full Warwick Avenue home torn down to build a salon in potential.” The cause was near to Viola’s heart; her a location that would allow her to care for Albert, brother, Albert, was born with Down Syndrome. who died in 1973. At the time of her interview In an interview conducted in 2004, Viola noted Viola’s business was thriving. “I've had some that at the age of 12 her life’s work was decided. She customers with me for 39 years,” she shared proudly. went to a hair salon for the first time and was “They don't want me to retire.” captivated. “From that day on, I had to be a Miss Dascoli was not the first member of her hairdresser.” family to establish a fund at the Foundation. Her Miss Dascoli’s father, Domenick, was a machinist. father’s half brother was Antonio Cirino who, in She noted, “He was a wonderful worker and I took 1987, established a fund to provide fellowships to right after him. I've worked since I was a child, graduate students seeking to become art teachers. starting with babysitting.” She also shared her father's love of gardening, as evidenced by the gardens that brightened her back yard. Her mother, Edwilda (Bidon), was a stay-at-home mother for Viola and her eight siblings.

Christiane Corbat Art and Healing Horace and Reverend E. Naomi ★ Robert W. and Mary W.C. Fund (2006) Craig Scholarship Fund (2000) (Polly) Daly Fund (2010) John & Jane Corbishley Fund Mary Lou Crandall Fund (2006) Anne and Peter Damon Fund for (2009) Mark & Sandra Crevier Fund (2007) Newport County (2006) ★ John & Lori Anne Corbishley Fund A. T. Cross Scholarship Fund (1987) Marquise d’Andigne Fund (1996) (1932) Mary C. Crowell Fund (1976) John & Lori Anne Corbishley ★ Viola M. Dascoli Fund (2010) Memorial Garden Fund (2005) Paul Cuffee School/Rosalind C. Wiggins Fund (2008) William N. and Dorothy Q. Davis Corliss Fund (1991) Fund (2003) Helena Cullen Fund (2006) Corning Glass Works Scholarship Walter L. and Edna N. Davol Fund Fund (1974) Cumberland Land Trust Greenways (1993) Endowment Fund (2008) Leroy P. Cox Trust (1992) Walter L. and Edna N. Davol Fund Lillian Cumming Streetscape Fund (1988) Cox Charities New England Fund (1988) (2009) Edna N. Davol Fund (1989) Curtin Family Fund (2003) DeAngelis Family Fund (1978)

Annual Report 2010 29 Hinckley Allen & Snyder in Providence, he founded Ferrucci Russo, PC where he made his mark as one of the foremost court appointed federal bankruptcy attorneys in the state. His talents in this area allowed for the reorganization of several companies, which resulted in the savings of hundreds of jobs and preserving considerable investment in the State of Rhode Island. His professional honors included the American Jurisprudence Award for Civil Procedure and he was also selected as one of the Best Lawyers in America for his specialty. Joseph Ferrucci (l) and his brother John M. Ferrucci “Joe Ferrucci epitomized what a young lawyer JOSEPH P. FERRUCCI, ESQ. MEMORIAL should be – he was knowledgeable in the law and SCHOLARSHIP FUND pragmatic in his approach to problem resolution," “My husband Joe always gave his best. A deep said The Honorable Associate Justice Michael A. appreciation for his mentors drove him – he wanted Silverstein, Rhode Island Superior Court. to make them proud, every day,” says his widow, Joe credited support and assistance from URI’s Leslie Ferrucci. Talent Development Program (TDP), which positions “Joe was extremely intelligent, charismatic, and those students who do not have the same advantages as down to earth. He could connect immediately with others to have the opportunity for success in college, as people. He was just a great guy and we all miss him essential to his and his brother’s educations and their terribly,” said family friend Paul Mihailides. professional success. Joe’s positive experience with Joseph P. Ferrucci, a highly accomplished bankruptcy TDP staff prompted Leslie to establish this fund to attorney, grew up in Providence. Upon graduating from assist other TDP students with financial need. Classical High School and the University of Rhode “Joe was an incredible man, husband, father, friend Island, he attended Suffolk University Law School and and colleague. Our hope is that by establishing the served as editor of the law review. He graduated with fund in his name, we can inspire students to work honors, and after completing a Federal District Court hard and strive to give back, just like Joe did every clerkship and several years in private practice at day of his life,” said Leslie.

John A. and Elsa J. DeAngelis Fund Clementina DeRocco Memorial Jeremiah Dexter Family Fund (2005) Fund (1985) (1998) James Philip Deery Fund (1987) Norman A. DesLauriers Memorial Dibble Memorial Fund (1990) Margaret Deery Fund (1987) Fund (1993) Dr. Bruno DiClemente Scholarship ★ Allene deKotzebue Fund (1953) David and Elaine DeSousa Family Fund (2001) Fund (2006) Anthony and Grace Del Vecchio Directors Fund (2000) Endowment Fund (2006) Developmentally Disabled and Doc Fund (2003) Retarded Special Needs Fund in Delta Dental of Rhode Island Fund Memory of Louise A. Shuster Edgar M. Docherty Memorial Fund (2005) (1991) (2001) Beatrice S. Demers Fund (2007) Claudia and Mary Howe DeWolf Charles and Marilyn Doebler Fund Giovanni deNicola & Dora Fund (1991) (2004) DeAmicis Memorial Fund (2003) Olive B. DeWolf Fund in Memory Sylvia G. Donnelly Fund (1988) Densmore Scholarship Fund (1993) of Paul Churchill DeWolf (1990) Dorcas Place Partners for Learning DeRabbanan Fund (1989) Fund (1999)

30 The Rhode Island Foundation 2010 MARY ETHIER A native Rhode Islander, Mary grew up in the FRAPPIER FUND village of Georgiaville in Smithfield. She spent most Mary Frappier, a of her career in the Providence schools. An active retired teacher who member of the community and a Providence spent 30 years in the resident, she gives tours for the Providence Providence Public Preservation Society and is a docent at the John Schools, believes in kids. Brown House. Mary, an active Rhode Island College She still volunteers in alumna, was also past president of the alumni club of the classroom as a her graduate alma mater, Boston University. reading volunteer and In establishing her fund, Mary considered the wouldn’t think of going anywhere else. reputation of the Foundation as well as the “My heart has always been in these schools with Foundation’s work in the community, particularly in these students. All kids have tremendous potential – education. “Sometimes the challenge is to encourage some just need a little extra help or inspiration. Many children to have aspirations and see the possibilities of them grow up in abject poverty, situations that for themselves, and convince them that hard work would be insurmountable for most of us. When you can help them achieve their goals. We need to appreciate how difficult it must be to focus and learn support them, as educators and as a community. I am under challenging circumstance, you cannot help but so grateful for the teachers who recognized my want to see these kids succeed,” says Mary. strengths, and I’ve carried that inspiration through Mary’s decision to become an educator stemmed my career. Working with students is the real reward, from her own difficulties in the classroom when she but I am excited to partner with the Foundation to was a young child. While reading came easy to her help both our students, and educators, succeed,” said siblings, she struggled and had to work harder than Mary. the other kids in the class. “In college, I finally realized that everyone has a different learning style that is unique to them. Sometimes acknowledging not how much you know but what you do with what you know can make all the difference,” she noted.

David Spalding Douglas Fund Edward Leon Duhamel Scholarship Priscilla Bateson Eldredge ’40 - (1999) Fund (1991) Middlebury College Fund (1997) Douglas A. and Charlotte H. Dow Ali Dunn-Packer Memorial Fund ★ Elmwood Church- Fund (1994) (2002) Congregational Christian Fund Downcity Partnership Inc. Fund East Greenwich Education (1955) (2000) Endowment Fund (2003) English-Speaking Union Boston Elizabeth M. Drapala Memorial Grace M. Eastwood Fund for North Branch Educational Endowment Scholarship Fund (2002) Kingstown Free Library (2007) (2007) Frosty Drew Nature Center Fund J.D. Edsal Scholarship Fund (1981) Equity Action Fund (2003) (1985) Patricia W. Edwards Memorial Art ETCO, Inc. Fund (1988) Gregory Dubuc Memorial Fund (1989) Evangelista Family Fund (2000) Scholarship Fund (2008) Henry P. & Priscilla B. Eldredge Linda Fain Family Fund in Memory Sheila A. Duffy Fund (1997) Fund (2004) (2) of Beatrice and Archie Fain (2001) Ruth Duggan Fund (1991) Effie R. Fairley Fund (1992)

Annual Report 2010 31 Matthew J. Fandetti Memorial Lois Hamilton Fontaine Scholarship Fund for a Healthy Rhode Island Fund (2002) Fund of the Westerly College Club, (2008) John David Fanning Memorial Inc. (1997) Fund for Education (2010) Fund (1985) Forer Family Fund (1999) ★ Fund for Rhode Island (1916) Farnham Fund (1999) Katherine and Hilbert Forsberg Thomas E. Furey Fund (2009) Music Fund (2006) Feibelman Family Fund (1988) Stanley and Florence Gairloch Feinstein High Keith Johnson Fort Adams Preservation Fund Fund (1982) (2008) Scholarship Fund (1995) Ira S. and Anna Galkin Fund (1977) Maria A. Forte-Tocco Scholarship Louis Feinstein Endowment Fund Madeline P. Gamble Fund (1987) (1994) Fund (2002) 43rd Signal Company Veterans Richard A. Gamelin, Jr. Memorial Mark and Adela Felag Fund (2004) Fund (2003) ★ Association/Robert L. Grace Fund Joseph P. Ferrucci, Esq. (2009) Charles H. Gardiner Memorial Memorial Scholarship Fund (2010) Anne R. & Harold M. Foster Fund (2010) Harold C. and May Noel Field Fund Memorial Fund (2004) Howard F. and Olga B. Gardiner (1968) Foundation for Health Fund (2006) Fund (2000) Harold J. Field Fund (1994) Alan Fox Fund for the Music Edna B. Gardner Fund (1981) Janet I. & H. James Field, Jr. Fund School of the Rhode Island Edward and Jeannette Gatta (2004) Philharmonic Orchestra (2001) Memorial Fund (2001) Richard M. and Janice H. Field Miriam G. Frank Fund (2000) Dominic Gencarelli Family Trust Fund (1995) Eva and Boris Frankfurt Fund Fund (1988) Noel M. Field, Jr. Family Fund (2008) Peter and Melinda Gerard & Loti (1999) George R. Frankovich Scholarship Falk Family Fund (2006) Fifth Ward Memorial Fund (1962) Fund (1996) Nancy H. Gewirtz Fund for the Frank and Anne Fiorenzano ★ Mary Ethier Frappier Fund Poverty Institute (2005) Scholarship Fund (2002) (2010) GFWC Women’s Club of South Jack Fireman, D.O. Scholarship Alexander E. and Alice M. Fraser County Scholarship Fund (2000) Fund (2007) Fund (1972) Richard and Vera Gierke Family Frederick J. Fish, Jr. Fund (1998) Aldo Freda Scholarship Fund Fund (2005) Hyman and Mollie Fishbein Fund (1997) Lottie G., William E., and Ruth M. (1996) Marion Baker Freeman Fund Gilmore Memorial Fund (1981) John R. Fitton Memorial Fund (1963) Ginger Creek Charitable Fund (1988) Mimi and Peter Freeman Fund (2004) Kevin A. Fitzgerald Memorial (2003) Eric Ginsberg Memorial Scholarship Fund (1989) Robert E. Freeman Downcity Fund Scholarship Fund (2009) Mary L. Flanigan Fund (1987) (1992) Girls Friendly Society of Rhode James A. and Elizabeth K. Fletcher Fredric C. Friedman/Sheryl A. Island Fund (1987) Fund (1993) Jacobson Fund (2009) Richard J. Gladney Charitable James A. and Elizabeth K. Fletcher Fruit Hill Women’s Clubs Endowment Fund (2004) Fund (1987) Scholarship Fund (1982) Gladys Fund (2002) Heather and Ronald Florence Fund Albert H. Fuchs Trust (1995) The Glass Family Fund (2006) (2009) Ellen R. Fuglister Fund (1991) Roger O. Glaude Memorial Fund Flower Power Inc. Fund (2005) Fund for Community Progress (2009) George P. and Anna M. Flynn Endowment Fund in Memory of Glocester Heritage Society Scholarship Fund (1998) Joseph R. Vanni (1993) Endowment Fund (2008) Sarah F. and Gerald J. Fogarty Fund for Grace Church (1980) Robert H.I. Goddard Fund (1994) Fund (2006) Fund for Greater Providence Robert H.I. Goddard Fund/St. Sarah Adams Fogg & Henry YMCA (2003) Elizabeth Home (1978) Meader Fogg Fund (1992)

32 The Rhode Island Foundation 2010 MARY B. “My aunt certainly considered Prudence Island her LAWRENCE FUND home and its preservation was her top priority. She “She who gives was a fiercely independent woman who always spoke while she lives also her mind. She wanted to leave a legacy for the island knows where it and for future generations to enjoy its beautiful goes,” said Mary natural riches,” said Mary’s niece, Martha “Nan” Lawrence, quoting Brown Bridenback. an unknown Prudence Island, part of the Town of Portsmouth, source in a speech is comprised of 3,627 acres, of which 70 percent is at Mount Holyoke protected from development. Longtime friend and College for her fellow Conservancy board member Judi Foster 50th class reunion in 1995. Mary passed away in recalled Mary’s genuine love of Prudence Island and 2010, but she heeded her own advice in setting up a her commitment to its conservation, saying, “During trust that would establish an endowment at the the many years that she served on the boards of the Foundation designated for the Prudence Conservancy and the Prudence Island Historical & Conservancy, a charitable land trust dedicated to the Preservation Society, Mary focused on preserving the conservation and preservation of Prudence Island. land and history by raising funds, recruiting islanders A 10th generation Rhode Islander, Mary became a to the cause, and giving of her time and resources. cancer researcher at Stanford and settled in California Her conservation efforts had tangible results and also with her husband, Doug. As a child, she spent perpetuated the ‘island community spirit.’ Mary summers on Prudence Island, and later in life would leaves an indelible mark on the island’s history and continue to visit regularly, eventually spending half she will always be remembered for her spirit, the year as an island resident. She delighted in the intelligence and generosity,” said Judi. simple rituals of life there, including morning nature walks, a swim before lunch, tending to lawns and gardens, and a late afternoon swim before watching the sunset. It was her wish to preserve the island, and the way of life there, for future generations.

Darius Lee Goff and Paula Dodge Gordon Fund (1996) Grandparents Guild Fund (1987) Goff Fund (1981) Charles Goss Memorial Fund (1995) Doris Green Fund (2005) Carleton Goff Fund (1999) Lisa Lofland Gould Native Plant Annie Aylsworth Greene Fund David M. Golden Memorial Fund Program Fund (2007) (1967) (1999) Goulet Family Fund (2003) Greene Cemetery Fund (1989) Golden Einhorn Family Fund George Graboys Leadership Fund Nancy Carolyn Greene Endowment (1999) (2008) Fund (2007) Henry Gonsalves Family Fund Lois W. and George Graboys Greenhalgh Charitable Fund (1971) (1999) Family Fund (2008) Gregson Foundation (2002) Susan F. Gonsalves Charitable Grace Fellowship Church Memorial Gregson Fund (1975) Fund (2010) Fund (2007) Griffiths Family Fund (1999) Professor and Mrs. Elliot R. Gracie Annabelle Fund for the Arts Goodman Fund (1991) (2002) William Grimshaw Fund (2002) Cynthia C. Goodwin Memorial Barbi N. Gracie Fund (1994) Christine T. Grinavic Adventurer's Fund (1976) Fund (2007)

Annual Report 2010 33 generous donor stepped forward, Looking Upwards determined that establishing an organizational endowment at the Foundation was the best strategy for maximizing the benefit of the gift. “To create an endowment, we needed a trustworthy partner to ensure this gift would serve many goals, in both the short and long terms. The Rhode Island Foundation’s work in the state and its support of nonprofits made it an easy decision for us.” LOOKING UPWARDS ENDOWMENT FUND Looking Upwards has long stayed ahead of the curve. For 33 years, Middletown-based Looking Upwards It is actively collaborating with peer organizations to has served adults with developmental disabilities, and generate efficiencies that help ensure continued quality since 1997 has supported families of children with of services. It is also tapping technology for the same diverse needs. The agency is the starting point for effect. In this tough economic environment, these are families seeking support and services, and many important steps that most nonprofits will eventually individuals remain with Looking Upwards through need to take to maintain their missions. the course of their lives as they complete school, find The agency has established a reputation as an jobs, and create a home for themselves. “We are outstanding service provider. At the root of the proud of our ability to serve individuals from birth to Looking Upwards’ approach to services is a end of life. We believe that early intervention coupled dedication to listening. Carrie states, “By listening to with the availability of therapeutic and support the goals of people participating in our services, services are needed as a person matures, is the key to together we develop an individualized plan that is enabling individuals with disabilities to lead the both comprehensive and flexible. This ensures a fullest life possible,” said Carrie Miranda, executive continuity of services that can assist people with the director of Looking Upwards. challenges and opportunities that occur in everyone’s The agency’s annual Newport Arts Festival serves as lifetime. More than 500 individuals across Rhode its major fundraiser. Looking Upwards is also Island have come through our doors in the past year developing a variety of other ways for people to and we cherish their trust in choosing us as a partner support its mission. According to Carrie, when a in their pursuit to lead full and healthy lives. ”

Bessie Grossman Memorial Fund Hans E. Gwinner and Berta E. Carolyn B. Haffenreffer (1966) Gwinner Charitable Fund (2001) Endowment Fund for the Herschel and Suzanne Grossman Hans E. Gwinner and Berta E. Providence Preservation Society Fund for Assisting Immigrants Gwinner Fund for Economic (1986) (1995) Development (2001) Haffenreffer Family Fund (1987) ★ Rosa Anne Grosvenor Fund Hans E. Gwinner and Berta E. Haffenreffer Seaconnet Point Fund (1942) Gwinner Fund for Education I (1988) Gudoian Family Fund (2005) (2001) Haffenreffer Seaconnet Point Fund Madeline Guida Memorial Fund Barbara S. Gwynne Shakespeare’s II (1988) (2007) Head Garden Fund (1995) Arnold H. Hahn, Jr. Memorial Fund Lynn M. Gunzberg Fund (2002) Ann W. Hack Memorial Fund (2005) (1996) Florence Kennan Gurney Fund Mary Kimball Hail Fund (2004) (1972) Mrs. Jeannette Hamilton Hadley Thomas B. and Virginia Ann Haire Fund (1981) Hans E. Gwinner and Berta E. Memorial Fund (1991) Gwinner Fund (2001) Haire Family Fund (2003)

34 The Rhode Island Foundation 2010 school and privately with Adele Marcus of The Juilliard School. In New York, he met his beloved wife Joan at a concert and together they began a tradition of entertaining friends with concerts in their apartment. Their first piece of furniture was a grand piano. Mark’s career in the chemical industry brought the Malkovich family to Europe and then Newport, but his profession soon changed when he was asked to run the Festival. A born promoter, Mark ensured the Festival’s tremendous success; for the first time in years the event finished in the black. It was no surprise that Mark was asked to stay on permanently. Under his MARK P. MALKOVICH III MEMORIAL FUND tenure, the Festival debuted international artists and Even after 36 years of directing The Newport resurrected the careers of forgotten musicians, evolving Music Festival, Mark P. Malkovich, III’s enthusiasm into a beloved Rhode Island summer mainstay that for each season never wavered. “Every year, my father attracts thousands of visitors to Newport each year. would proclaim, ‘This year is the best ever, son’,” said Mark’s son commented on establishing this Mark Malkovich IV, adding, “He was always excited organizational endowment at the Foundation. “We to reconnect with the artists he considered family and like to partner with excellence, and the Foundation’s to introduce new artists to the community.” sterling reputation made it the only choice. We plan Traveling in Minnesota last spring, Mark P. to grow this memorial fund to help position the Malkovich, III was in a car accident and passed away Festival for the long-term, and the Foundation just before the start of the 2010 Festival. provides a solid platform for launching this effort.” A first generation American, the son of Serbian and He concludes, “My father loved his family dearly – Slovenian immigrants, Mark grew up in Eveleth, his immediate family and his ‘family of artists.’ He Minnesota. At an early age, he discovered a love for understood the importance of investing in people, classical music studying the clarinet and piano. Mark and if we can continue to share the gift of music with took advantage of the GI Bill to major in chemistry at people and encourage others to support this mission, Columbia, but kept a hand in music, studying both in we know we’ll be okay.”

Halkyard Family Fund (2000) Maegan Harpool Memorial Fund Danielle and Michael Haxton Lawrence L. Hall Fund (1996) (2009) Family Fund (2006) Chester W. Ham Memorial Fund Harriet Kean Harrington Fund Alice D. Hayes Fund (2008) (2008) (1998) Caroline Hazard Fund (1977) William S. Hamilton Fund (2005) Ernest A. Harris Memorial Fund Peyton R. Hazard Fund (1964) (1999) Hemingway Hamlin Fund (1993) Thomas P. Hazard Fund (1982) Dr. Daniel S. and Dorothy J. Harrop Hemingway Hamlin Family Fund Fund (2008) Healing Ribbons Fund (2004) (1993) Louise Hartwell Fund (1978) Henry Heffernan Fund (1998) Raleigh Alexis Hamlin Fund (2004) Harvard Business School Milton S. Heller Charitable Fund Roland Hammond Fund (1979) Association of Southeastern New (2009) ★ Percy A. Harden Fund (1953) England (HBSA-SNE) Fund (2004) Lucille A. Moore Hennessey Fund Rachel R. Harper and Philip R. Warren and Elizabeth Haskell (2002) Harper Fund (2000) Memorial Fund (1984) Robin M. Hergott ('83) Living Elizabeth Haskell Fund (1984) Tribute Fund (2009)

Annual Report 2010 35 in 1992, “I take a long walk every day through the woods and thank God, and hope I’m not the last to enjoy the wilderness... it’s a very spiritual thing... I feel lonesome in cities, but I never feel lonesome in the country with my dogs.” Born and bred in Rhode Island, Max inherited his love of art and history from his grandfather, who lived in the old Narragansett Hotel. “The hotel was full of paintings: portraits, still-lifes, historical scenes. They were very much what you found in conservative, MAXWELL MAYS AUDUBON SOCIETY FUND old-guard hotels in those days, and I found them In an interview conducted in January 2000, absolutely fascinating,” said Max, who graduated renowned artist Maxwell Mays said of his Coventry in 1941 from Rhode Island School of Design. farmhouse, built in 1737 and purchased before Max began his painting career when he was World War II, “I wanted something to come home stationed in Recife, Brazil during World War II. After to, and I had enough money to buy in. It had no the war, “I discovered Rhode Island was the place I electricity and it was way out there.” had to be. I had started to paint Brazil’s back alleys; Max Mays died in November 2009 at the age of Rhode Island had no one to do that. It’s big enough 91. Eight years earlier he donated his 295-acre to put my arms around, and big enough to put its property, known as the Maxwell Mays Wildlife arms around me.” Refuge, to the Audubon Society of Rhode Island. During his illustrious career, Max’s canvases captured This fund at the Foundation will maintain the the best of our state. He painted in a studio just steps property, which Max considered his special refuge, a away from the Providence Art Club, his in-town refuge. place of peace and inspiration. According to In 1997, as the Club mounted a show celebrating his Audubon Executive Director Larry Taft, the Society 80th birthday, Max said, “I don’t claim to be a great has been restoring the property’s historic structures artist. Basically, I’m a storyteller – a storyteller, a and planning a trail system in preparation for a historian and a great lover of Rhode Island.” public opening this summer. Max told Providence Journal reporter Martha Smith

Frank T. and Isabelle Oram Hertell Gilbert and Olga Hoffman Fund Governor Stephen Hopkins House Fund (1971) (2006) Endowment Fund (2000) Higgins Family Fund (2010) Louise A. Hoge Fund in Memory of Hopkinton Land Trust Kenneth N. & Judith Brand Hill Wallace W. Hoge (1990) Conservation Stewardship Fund for Grace Church in Home and Hospice Care of Rhode Endowment (2008) Providence (1996) Island Endowment Fund (1993) Albert E. Horton Fund (1968) Hinckley, Allen and Snyder Fund Ann Hood Fund for Creative Hough Family Fund (2007) (2003) Writing (2006) Florrimon Howe Trusts (1992) Hope L. and David M. Hirsch Fund Edith R. Hood Fund (1968) Anne King Howe Fund (1963) (2010) Hope Alzheimer’s Center Cornelia Howell Fund in Memory Barry and Kathleen Hittner Fund Endowment Fund (2005) of Helen Howell & Fred A. Otis (2002) Herbert E. Hopkins Fund (1980) (2) (1989) (2) Andrew R. Hoban Memorial Governor Stephen Hopkins House ★ Alice M. Howland Fund (1944) (2) Scholarship Fund (2004) Capital Expenditure Fund (2000) Allen H. Howland Fund (1978)

36 The Rhode Island Foundation 2010 Allen and Katharine Howland- Madeleine C. Jackson Fund (1979) Peter M. Keefe Junior Golf Gammell Family Fund (2003) Jamestown Community Fund Memorial Fund (2002) Janet Howland and Jay Gorud (2001) Margaret H. C. Keiler Memorial Family Fund (2003) Jamestown Fund for the Fund in Memory of Edmund H. John and Carol Howland Family Performing Arts (1983) Keiler (1992) ★ Fund (2003) Jamestown Historical Society Edward D. Keith Fund (1949) Peter Howland Family Fund (2003) Endowment Fund (2007) Amelia M. and Minnie E. Kelley Howland Swan Fund (2006) Jamestown Historical Society Mary Fund (1983) ★ Katharine F. Hubbard and R. Miner Archives Fund (2007) Ellen Williams Kenerson Memorial Josephine H. Williams Fund (1959) Jamestown Historical Society Fund (1968) Buell W. Hudson Memorial Fund Windmill Endowment Fund (2006) Sylvia & Frederick Kenner Fund (1979) Jamestown Philomenian Library (1996) Hudson Family Fund (2001) Endowment Fund (1996) Kiernan-Fallon Fund (1993) Paul W. Hunger Memorial Fund Jasper Fund for the Care and Jennie M. Kiernan Fund (1984) (2000) Rescue of Animals (2000) Mari Killilea Memorial Scholarship Dorothy H.W. Hunt Fund (1971) JDM Fund (1998) Fund (1988) Dorothy H.W. Hunt-Clarence H. Ellen M. Jecoy Memorial Fund John B. & Ruth L. Kilton Fund Philbrick Fund (1971) (2002) (1997) ★ Harrison Barrows Huntoon Fund Mary M. Jennings Fund(1996) Horace A. and S. Ella Kimball (1991) Anna E. Johnson Fund (1978) Fund (1944) Phyllis Huston Fund (2005) Elizabeth Arnold Johnson Historic Daniel A. and Jennifer R. King Fund (2008) Emanuel Iacoletti and Harriet K. Trust (2004) Iacoletti Fund (2003) Robert and Margaret McColl Judith Alperin King and Timothy King Fund (2000) Fanny T. Ingalls Fund (1973) Johnson Fund (2003) Robert and Margaret McColl Martin Luther King Jr. Scholarship George A & Evelyn M. Ingleby Endowment Fund (2001) Fund (1995) Johnson Fellowship Fund (2003) Johnston Lions Armand Muto King’s Daughters and Sons Initiative for Nonprofit Excellence Scholarship Fund (1978) Fund (2008) Scholarship Fund (1985) Jonnycake Center Fund (2005) Kingston Hill Gardeners Interfaith Health Care Ministries Fayerweather Grounds Endowment Fund (1998) Elsie I. Jordan Fund (2006) Endowment (2009) International House of Rhode Michael and Jane Joukowsky Fund Joseph J. and Lillian A. Kirby Fund Island - Rooke Fund (2008) (2001) (1998) Joyce Ioanes Mental Health Herbert Kaplan Fund for the Paul and Nancy Klotz Community Memorial Fund (2007) Association of Fundraising Fund (2004) Professionals, RI Chapter (1996) Brian R. Irvine Fund (1997) Paul and Nancy Klotz Fund (1979) David C. Isenberg Family Fund Peter Kaplan Memorial Fund for Gordon School (1996) Susie Brown Kochhan Memorial (2007) Music Fund (1999) Peter Kaplan Memorial Fund for Island Free Library Endowment Korean War Memorial Fund (2004) Fund (2003) Trinity Rep (1997) Krause Family Fund (1994) Israel-Frumson Family Fund (2005) Karibian Family Fund (2000) Richard Katzoff Fund (1990) Katherine Bryer Krueger Fund Harry Itchkawich Memorial (1991) Scholarship Fund (1998) Stephen M. Kaufman Memorial Fund (1999) Ladies Auxiliary of the Bristol Barbara P. Jackson Fund (1980) Volunteer Fire Department Fund ★ Benjamin M. Jackson Fund John H. and Alberta C. Kazanjian (1982) Fund (2003) (1945) A. Lloyd Lagerquist Fund (2003) S. Lee Jackson and Dorothy M. Lester B. and Linda D. Keats Fund (1991) Bruce Lang Good Government Jackson Fund (1976) Fund of RI (2006)

Annual Report 2010 37 Island, and chairman of the Providence Tourism Council. Sara, a registered nurse, has served on the board of Dorcas Place, The Gordon School, and Sophia Academy. Several years ago, Jack worked with fellow Trinity board members to establish the theater company’s endowment at the Foundation. “As a nonprofit organization, we have a great working relationship with the Foundation board and staff. The core business of the Foundation is perfectly aligned, both philosophically and financially, with Trinity’s mission MCCONNELL FAMILY FUND and we’ve been extremely pleased with the decision,” Lifelong Rhode Islanders Jack McConnell and Sara noted Jack. Shea McConnell have championed the work and Jack and Sara decided to establish a family fund at efforts of the state’s nonprofits for decades. “So many the Foundation to assist their efforts to organize and things make up the fabric of a community – focus their family’s giving in the community. education, arts, culture, and faith, to name a few. “We really wanted to include our children in this Countless organizations are doing good work, process. The fund establishes a corpus, but our real helping others, and working to enhance the quality goal is to involve them in the entire process and of life in Rhode Island. Giving is personal and we feel make giving a part of our family routine as engaged fortunate to support organizations that we believe are members of the community,” said Sara. “This will having a positive impact,” said Jack. The couple has enable our children and future generations to have taken a hands-on approach in their efforts to give the resources to help give back.” back. Jack concludes, “Working with professionals who Jack, a well-respected attorney, was sworn in on know the issues that require attention is critical to May 17, 2011 as a judge on the U.S. District Court achieving this and that is why we chose The Rhode for the District of Rhode Island. He has served as Island Foundation. The Foundation knows the needs chairman of the board for the Trinity Repertory and works to coordinate the resources to achieve Company, vice chairman for Crossroads Rhode positive results.”

Langevin Family Trust (1990) Robert H. Lenth Scholarship Fund Mario M. Libutti Memorial Fund Harold A. Lanphear Fund (1977) (1998) (2008) ★ ★ Ella M. Lapham Fund (1933) Barbara M. Leonard Fund (1986) Alice Gertrude Lothrop Lincoln Fund (1959) Alice W. Larchar Fund (1981) Louis Leone Fund (1998) Marjorie H. and Clinton J. Lind Laurans Fund (1979) Dominick J. Lepore Memorial Fund I (2009) Memorial Fund (2001) Jerrold L. and Barbara S. Lavine Linden Place Endowment Fund Philanthropic Fund (2003) Dominick J. Lepore Memorial Fund II (2009) (2003) Isabelle Lawrence Fund (1992) Letcher Family Fund (2008) Frederick Lippitt Memorial Fund ★ Mary B. Lawrence Fund (2010) (2006) Irving M. and Pauline L. Leven Lawrence, Allen, Singleteary Fund (2001) Frederick Lippitt Endowment/ Scholarship Fund (2008) Woonasquatucket River Watershed Irving H. Levin Fund (2007) (2005) Helen L. LeGendre Scholarship Fund (2009) Frederick N. and Carol J. Levinger Lippitt Hill Tutorial Founders Fund Fund (2003) (1988) Alvina Legere Fund (2004)

38 The Rhode Island Foundation 2010 always felt like the right thing to do. We have committed our time and money to many different things, but education has always been near and dear to our hearts.” Jack recently retired from his business and Liz has re-embarked on a new graphic design venture geared toward smaller businesses. The couple felt their future charitable giving would have the most impact through a donor advised fund at the Foundation. “It made the most sense to us to harness the investing power and solid reputation of The Rhode LIZ AND JACK MCDONALD FUND Island Foundation so that our donations would go Liz and Jack McDonald both thought they would farther,” says Jack. leave the state after college. Together, the couple reiterates: “We are both very But, remarks Jack,“We met, fell in love and ended interested in, and supportive of, public education in up staying in South County, which has been a great Rhode Island. Our hope is that by working with The place to live and raise our family. It is beautiful and Rhode Island Foundation we can help make the we have so many friends here.” schools more nuanced than they are currently. A Jack graduated from the University of Rhode Island good education is the key to future success.” and Liz graduated from Sarah Lawrence College and then Rhode Island School of Design. Jack established a successful painting company in Westerly, and Liz, a graphic designer and illustrator, freelanced for several local businesses including Hasbro and APC. Despite the demands of family and careers, they always felt it was important to give back to their community. “Before we were in a position to donate money, we would compensate by donating time,” comments Liz. “Besides setting an example for our kids, it just

★ Lucy Lippitt Fund (1961) Stanley & Martha Livingston Fund Edgar J. Lownes Memorial Fund Mary Ann Lippitt Memorial Fund (1997) (1955) (2007) Annie Mary Livsey Fund (1987) Raymond J. Loynds Memorial Fund Arthur B. and Martha B. Lisle Fund Edith S.S. Loebs Fund (1981) (2004) (1968) R.M. Logan Hospice Fund (2005) Fordyce Remsen Lozier & Mary Williams Horr Lozier Fund (1993) Little Compton Playground Fund James J. Longolucco Scholarship (1988) Fund (1995) Edna P. Lumb Fund (1967) Little Compton United ★ Looking Upwards Endowment Edward G. Lund Fund (1993) Congregational Church Fund Fund (2010) Maria Lyssikatos Scholarship Fund (1981) George W. Lothrop Fund (1970) (2007) Little Compton United Lovett Fund (1979) Cynthia M. Macarchuk Donor Congregational Church Fund Advised Fund (2008) (2007) Michael F. Lovett Scholarship Fund (1994) Mary K. and Norman A. MacColl Royal Little Memorial Fund (1994) Fund (1967) MacColl Benevolent Fund (1973)

Annual Report 2010 39 the property to preserve our core mission. We are here to protect the dunes, woods, ponds, hay fields, marshes and beaches.” Families have made NBS a 60-year tradition and this community support is the sanctuary’s foundation. There is an active roster of 1,300 member households and more than 600 dedicated volunteers who serve as caretakers for the expansive site. More than 12,000 students participate in NBS programs annually through interactive on-site programs, field trips, and in classrooms throughout Rhode Island. NBS is also a member of the Ocean State Environmental Education NORMAN BIRD SANCTUARY SUPPORT FUND Collaborative, a partnership of leading environmental How do you engender understanding and organizations that trains AmeriCorps volunteers to be appreciation for protecting our environment and environmental educators. natural resources from generation to generation? You With more than 20,000 visitors a year, NBS staff may wish to visit The Norman Bird Sanctuary (NBS) and its board felt the time was right to focus on long- in Middletown to experience the vision and legacy of term planning to balance quality facilities and Mabel Norman Cerio whose trust to protect 325 acres programming, expanding access to environmental of wildlife refuge has successfully accomplished exactly education, and preserving a pristine natural this noble goal. For the past 60 years, NBS has environment for the benefit of the community. Its new honored Mabel’s wish to encourage environmental endowment at the Foundation was established with education through programs, classroom visits, camps, this in mind. and guided bird tours, all on a breathtaking site. “Ensuring the sanctuary’s ability to plan for the “Mabel really treasured this property and felt next generation is part of our mission, so another strongly its exact preservation was critical to trust dedicated to just that made absolute sense. The maintaining the balance of birds and wildlife that is Rhode Island Foundation’s investments in the literally a science lab,” said Natasha Harrison, community are for the benefit of Rhode Islanders, executive director of NBS. “We must tread lightly on making it a great match for us,” said Natasha.

Commander Michael MacDonald MaGown Roberts Endowment Barry A. Marks Fund for RI Council Fund (1982) Fund (1999) for the Humanities (1984) Ronald K. and Kati C. Machtley ★ Mark P. Malkovich III Memorial Martland Selby Bell Choir Fund Fund (2007) Fund (2010) (2002) William M. and Louise Barr Gustaf T. Malmstead Fund (1996) Mary A. Mason Fund (1971) Mackenzie Fund (1975) Mandell Family Fund (2006) Stanley H. Mason Fund (1979) N. Douglas MacLeod Fund (2009) Michael Marcogliese Scholarship Rose Grinnell Matteson Audubon James and Jean Schofield Madden Fund (1989) Society of RI Fund (2008) Family Fund (2000) Thomas H. Maren-Leon and Rose Grinnell Matteson Fund Sally Wing Madeira Memorial Barbara Goldstein Fund (2006) (1966) Fund (1988) Attilio Margarita Memorial Rose Grinnell Matteson/Exeter Virginia T. Madeira Fund (1982) Scholarship Fund (2001) Fund (1990) Elizabeth Ann Magee Memorial Alita C. Marks Endowment Fund Duncan H. and Louise Safe Mauran Fund (1964) (2005) Fund (1986)

40 The Rhode Island Foundation 2010 who worked here and how they survived,” noted Cecilia A. St. Jean, past president of the Society. Established in the fall of 1976, the Society first met in homes and church halls to discuss preserving the area’s rich history. As membership grew, it became a repository for families in the area wishing to donate their family’s books, photographs, and heirlooms. Today, residents and many former residents of the Pawtuxet Valley are members. The former library includes a room named for its librarian and steward, Ms. Annie Mary Livsey. A memorial fund in her name at the Foundation supports the physical structure. PAWTUXET VALLEY PRESERVATION AND Cecilia said it was this fund that inspired her to HISTORICAL SOCIETY FUND establish a new fund for long term planning. "For a Ensconced within a quaint, red clapboard house in few years the Society has been saving for the day when the heart of West Warwick is a collection of artifacts the initial sum required for establishing a fund at the that authenticates a history as rich and colorful as the Foundation would be reached but the generous tapestries crafted during the 1800s in the surrounding donation of one of our members accelerated our mills. The Pawtuxet Valley Preservation and Historical goal. We are fortunate to have a dedicated corps of Society has called this former library, built in 1876 by volunteers, and their work each year has enabled us to the Crompton Company for the “Velvet Village,” take on archival projects to protect some of our rarest home since 1993. Memorabilia, historical documents and oldest documents so that they may be a resource and newspapers provide scholars, students and for the community. This new fund allows us to plan residents a peek into the life of area mill workers, for future needs in a more comprehensive way. military, fire, police, and residents through the years. “Each year, people discover us for the first time. “Our mission is to preserve the history of the The energy and ideas will help us continue to honor Valley. The second cotton textile mill in the nation our ancestors while creating a more engaged was built here, and we can learn so much from those community for the present,” concluded Cecilia.

Edmund and Janet Mauro Button ★ McConnell Family Fund (2010) Joseph T. and Rose P. McHale Fund Hole Scholarship Fund (2004) Ted McConnon Scholarship Fund (1988) John and Elaine Mayer Fund for (1999) Thomas P. and Katherine A. the RI Zoological Society (2009) Norman E. and Dorothy R. McHale Fund (1990) Cheryl Smith Mayhew Westerly McCulloch Fund (1994) Anna Louise McInerney Fund High School Athletic Scholarship Norman E. McCulloch, Jr. and (1982) (2005) Dorothy Rooke McCulloch Fund Washington Oaks/Reverend ★ Maxwell Mays Audubon for St. John's Church (2008) McIntire Fund (2004) Society Fund (2010) Mary E. McCulloch Fund (1989) H. Stanford McLeod Fund (1993) Maxwell Mays Fund (1999) Gloria McDonald Fund (1996) McQue Fund (2005) Marian S. McAuslan & Frederic T. Gloria McDonald Fund for St. Bishop Russell J. McVinney Fund McAuslan Endowment Fund (2006) Mary’s Church (2003) for the Poor (1988) Charles E. and Agnes J. McCarthy ★ Liz and Jack McDonald Fund Gladys and Raymond W. Mellor Memorial Scholarship Fund (2008) (2010) Fund (1983) Arthur McCartney Fund (1965) J. Irving McDowell Fund (1995)

Annual Report 2010 41 Gladys and Raymond W. Mellor Mount Hope Farm Endowment Newport Harbor Corporation Fund Fund (1987) Fund (2007) (1983) Joseph B. Merrick Fund (1987) Mullaney Fund (1997) Newport Public Library Merrylegs Fund (1988) Mullen Family Fund (2001) Endowment Fund (2004) ★ Alice Butts Metcalf Fund (1945) Ellen S. Murphy Memorial Fund Albert E. and Florence W. Newton Fund (1973) ★ Louisa D. Sharpe Metcalf Fund (2008) (1959) John and Grace Murphy Fund for Alice Newton Fund (1984) ★ Jesse H. Metcalf Fund (1916) Youth (2009) Irene Nicholas Fund (2007) Michael P. Metcalf Memorial Fund Major Jeremiah P. Murphy William Nicholas Scholarship Fund (1989) Scholarship Fund (2006) (1999) Friends of the Middletown Public Catherine T. Murray Scholarship Emily Nicholson Fund (1997) Library Endowment Fund (2003) Fund (1994) ★ Norman Bird Sanctuary Support Dr. Eric Bradley Miller Fund (2009) Museum of Primitive Art and Fund (2010) Culture Fund (1998) John Manchester Miller Fund North Kingstown Free Library (1998) Museum of Primitive Art and Corporation Fund (1996) Culture/Wallace Campbell III North Kingstown Free Library Jean Smith Mills Memorial Fund Endowment Fund (2005) (2006) Corporation Second Century Fund Musica Dolce Endowment Fund (2008) Arthur and Martha Milot Fund (2006) (1990) North Providence High School Colin Myers Memorial Fund (2004) Scholarship Fund (2010) Mitchell Family Fund (1985) ★ Emma L. Myrick Memorial Fund North Providence High School Robert D. and Mary G. Mitchell (1938) Scholarship for Special Fund (2009) John C. Myrick Fund (1997) Opportunity (2006) MJSA Education Foundation North Smithfield Ambulance and Scholarship Fund (1989) Narragansett Public Library Endowment Fund (1996) Rescue Association Fund (2003) Nasra and Abdullah Mogayzel and North Smithfield – Class of 1971 Sons Fund (2007) Narrow River Preservation Association/John Elder Dick Memorial Scholarship Fund (2004) J. Harold Monroe, Jr. Scholarship Endowment Fund (2004) NSCDARI Endowment Fund (2000) Fund (1993) Narrow River Preservation NSCDARI Reinvestment Fund Heidi Keller Moon Fund (2001) Association/Robert Leeson, Jr. (2000) Moore Fund (1998) (2) Endowment Fund (2009) NSG Education Fund in Memory of Nora Wood Moore Memorial Narrow River Preservation Ellen S. Murphy (2008) Scholarship Fund (2004) Association/ Carl W. Otto Bob and Terry Nugent Family Endowment Fund (2007) ★ Alice L. Moran Fund (1956) Foundation (1992) Dorothy D. Nelle Fund (1994) Mary Morello Fund (2006) Robert C. Nyman Fund (1997) Jane S. Nelson Fund (1994) Al Morro Classical Varsity Club Virginia W. Nyman Fund (2005) Scholarship Fund (1965) Bernard and Doris Nemtzow Fund Oak Lawn Community Baptist (2007) Al Morro Fund for Academic and Church Living Memorial Fund Athletic Excellence (1986) Jeraline N. Nerney Fund (2001) (1987) Al Morro Awards Fund (1997) TGHS ’82 Renee Tetreault Newell Marian G. O’Donnell Fund (1977) 9/11 Scholarship Fund (2001) Judy Morse Fund (1990) Oliver Fund (2008) New England Wireless and Steam Lestor F. Morse and Beatrice R. Daniel Patrick O’Neil Memorial Museum Fund (2000) Morse Memorial Fund (2008) Fund (2007) Frederick J. & Ruth P. Newman Rev. Phyllis Morse Memorial Fund Nick O’Neill Scholarship Fund for Fund (2005) (1992) All Children’s Theater (2004) Selma and Arthur Newman Fund Stanley T. and Grace W. Moskwa Open Doors of Rhode Island, Inc., (2000) Fund (1999) Charitable Fund (1979) Newport County Fund (2002) Ophelia Fund (2004)

42 The Rhode Island Foundation 2010 RALPH AND LETTY there were few surprises. Letty remarks, “It’s a very RAPONI FUND comfortable feeling to know all of your new Ralph and Letty husband’s habits, what he likes to eat, and practically Raponi have been everything about him!” best friends since Letty and Ralph also feel fortunate to be able to they were teenagers, give back to their community. “We’ve done well,” but they never says Ralph, adding, “The Rhode Island Foundation dated. Their makes sense to us as a way to help others.” friendship continued Their first fund at the Foundation, established in through the years 2009, honors Eleuterio, Anna, and Mary Raponi and even after Letty is designated for the Salvation Army/Rhode Island married Frank A. State Office. This new fund will help Special Spino, a close friend of Ralph’s. Ralph was the best Olympics Rhode Island. “We are happy to support man at their wedding. They saw or spoke to each an organization that gives individuals with other every week and Ralph was always there if either intellectual disabilities the opportunity to participate, Frank or Letty needed anything. compete, and gain pride in their accomplishments,” After 40 years of marriage, Frank Spino died says Letty. Ralph adds, “Special Olympics has suddenly. Ralph helped Letty through her grief and transformed lives around the world.” assisted with the many tasks that faced her, as Letty Letty remarks, “There is nothing as uplifting and had no family remaining. heartwarming as seeing how happy these Special After months of Letty having no interest in going Olympians are to be active participants in sports.” out, Ralph convinced her to attend a play. In later Ralph concludes, “It is a privilege to be part of helping.” months they had dinner out now and then and a new phase of their relationship began that lasted for nearly two years. In June of 2003, Letty and Ralph were married. Both Letty and Ralph are quick to say they married their best friend. Knowing each other so well and having confided in each other for so many years,

Walter M. Oppenheim Fund (1998) Julius and Jesse Richmond Palmer Billy L. and June O. Patton Fund Emma and Ely Oppenheimer Fund Fund (1968) (1986) (1997) Mary V. Palmer Memorial Fund Patton Family Fund (1983) Mary and Pat O’Regan Fund (1992) (1970) Bessie D. Paul Fund (1981) Charlotte Orlowski-Eicher Nellie G. Parent Fund (1966) Pawtucket East High School Class Memorial Fund (2005) John Raymond Parker, Jr. Memorial of ‘42 Scholarship Fund (1987) Bernard and Henrietta O'Rourke Scholarship Fund (1995) Pawtucket East High School Class Scholarship Fund (2008) ★ Phebe Parker Fund (1959) of ‘48 Scholarship Fund (1993) Richard and Sandra Oster R. Elizabeth Parker Fund (2006) ★ Pawtuxet Valley Preservation Charitable Fund (2009) Madeline V. Parks Fund (1961) and Historical Society Fund (2010) Naomi and Viola Osterman Fund Parris Family Fund (2001) Calvin Pearson Habitat for (1998) Humanity Fund (2006) Partnership Foundation Fund Joseph O’Neill Ott Fund (1994) (2001) Carol Pellegrino Scholarship Fund Emily H. Paine Fund (1977) (1999) Art Pelosi Fund (1993)

Annual Report 2010 43 new partnership with The Rhode Island Foundation, the RIGHA Foundation Fund will continue its efforts to enhance access to quality, affordable health care for all Rhode Islanders,” said Lois Monteiro, chair of the RIGHA Foundation’s board. Supporting the development of a comprehensive primary care system for the state is one of the Foundation’s core strategic initiatives. This new endowment will leverage the Foundation’s ongoing RIGHA FOUNDATION FUND efforts to make quality health care more accessible The RIGHA Foundation was created when the and affordable across the state. Last year, the first Rhode Island Group Health Association (RIGHA), a round of RIGHA Foundation Fund grants were health maintenance organization, was acquired by awarded, totaling $198,000 to Blackstone Valley Harvard Pilgrim Health Care in 1990. Last year, the Community Health Care, Inc., South County RIGHA Foundation decided to transfer grantmaking Hospital Health Care System, and Rhode Island operations to the Foundation as a permanent Health Center Association. endowment supporting our efforts to promote the “Harvard Pilgrim Health Care is pleased to be a development of a successful and effective primary health part of this initiative in support of healthy care system in the state. The transfer of $1.8 million communities. Through philanthropy we can established the RIGHA Foundation Fund, which will encourage innovation and collaboration in the health benefit from the Foundation’s investment policies and care sector to achieve tangible results. We look grantmaking operations. Harvard Pilgrim Health Care forward to joining The Rhode Island Foundation in plans to continue growing the RIGHA Foundation support of creating a comprehensive primary health Fund through annual contributions just as it made care system for the state,” said Karen Voci, executive annual contributions to the RIGHA Foundation. director, Harvard Pilgrim Health Care Foundation. “We viewed this as an opportunity to help advance Owen Heleen, vice president for grant programs at the development of a robust primary health care system The Rhode Island Foundation added, “We are delighted in Rhode Island. Preventive care helps to reduce health this new partnership will support our efforts to enhance care costs and improves health outcomes. Through this access to quality, affordable health care in our state.”

Charlotte I. Penn Fund (1993) Maria E. Pinheiro Memorial Pope John XXIII Chair in George W. and Sarah L. Penny Scholarship Fund (2004) Ecumenical Theology Fund (1988) Fund (1978) William Billy Pityer Memorial Potter Family Fund (2004) ★ Annie T. Perrin Fund (1956) Scholarship Fund (1999) Charles A. Potter Fund (1975) (2) ★ Donald I. Perry Fund (1996) Albert R. Plant Fund (1958) Earlene and Albert Potter Petroleum Trust Fund (1964) Pocassetlands Stewardship Fund Scholarship Fund (2001) (2007) ★ Esther S. Phillips Fund (1987) Mary LeMoine Potter Fund Ponaganset Education Foundation (1940) Rick Phipps Memorial Fund (2004) Fund (2007) Roger E. Potter Fund for The Nicholas Everett & Ann O. Barbara J. Pond Fund (2007) Rhode Island Historical Society Picchione Fund (1995) Franklin H. Pond Family Fund (1995) Pickard Family Fund (2007) (2007) Roger E. Potter Fund (1995) Wells M. Pile and Marguerite Ofria Franklin H. Pond Fund (2006) Thomas A. Potter Fund (2004) Pile Fund (2005) Lawrence Poole, Jr. Scholarship Lori A. Poulin Memorial Fund Fund (2004) (2004)

44 The Rhode Island Foundation 2010 Schools across the country, serves low-income boys mostly from the Washington Park and Elmwood neighborhoods in Providence. Brother Lawrence emphasizes, “We are changing our location, not our mission!” With 64 students in grades five through eight, this move gives the school room to spread out and consider an expansion to fourth grade. Brother Lawrence notes that this new endowment at the Foundation will help San Miguel support a strategic plan for long-term sustainability developed by its dedicated board of directors. “Our fundraising SAN MIGUEL SCHOOL ENDOWMENT FUND has been like pebble in the water,” Brother Lawrence San Miguel School Founder and Executive says proudly. “Benefactors have increased our circle of Director Brother Lawrence Goyette beams when he supporters by telling the story of how San Miguel discusses the new home of the San Miguel School at changes lives, making the case that our kids deserve the former St. Ann’s Catholic School on Branch the best.” Avenue. “We’ll finally have space for a gymnasium, a What is the secret to San Miguel’s success? Brother library, a science lab and an art studio,” he explains, Lawrence says, “It’s in the drinking water. Teachers adding, “not to mention office space for our and staff knit a culture unlike that at any other administrative staff.” Describing the school’s school; we are deeply invested in our kids – every boy longtime quarters on Carter Street at St. Paul’s is known by several adults. They know they are safe Lutheran Church, as “cozy,” Brother Lawrence at San Miguel. And they respond to the attention, continues to explain the benefits of the move, which caring, and love by treating each other like brothers.” took place in August 2010. “Not only our teachers, The class of 2010, pictured here in the new building, students, and staff, but also our recent alumni, who was the last class to experience its entire San Miguel really enjoy visiting and volunteering at their alma careers in the old space. “We want them to know mater, can use our new space as a resource.” they are always welcome. We want them to return to San Miguel School, which celebrated its seventeenth mentor the next generation of San Miguel boys.” anniversary in 2010 and is the oldest of 14 San Miguel

★ Charles T. Pratt Fund (1938) Providence Country Day School/ ★ Providence Technical High Preston Family Fund (2002) Wrestling Coaches Appreciation School Athletic Field Scholarship Fund (2009) (1940) Providence Center School/Charles ★ E. Maynard Fund for the Future Providence High School Mary C. and Joseph E. Pucci Fund (2004) Scholarship Fund (1922) (1999) Providence Central Lions Fund Providence Jewelers Club Sally Alves Rainville Fund (2007) (1993) Foundation (1986) Helen Walker Raleigh Animal Fund ★ Providence Council of Parents Providence Plantations Club (2006) and Teachers Scholarship Fund Memorial (1970) Helen Walker Raleigh Tree Care (1926) Providence Plantations Club Trust Fund (1995) Providence Country Day School Memorial Fund (1970) Helen Walker Raleigh Vision Fund Endowments (2002) Providence Preservation Society (2006) Providence Country Day Fund (2005) Helen Walker Raleigh Youth Fund School/Trustees' Endowment for Providence Singers Wachner Fund (2006) the Annual Fund (2009) for New Music (2006)

Annual Report 2010 45 “My brother loved his family. He spent time with his niece and nephew, playing street hockey with them and other games. Ron was a somewhat private person, but he enjoyed life and we were so proud of him. The fire certainly changed him as a person, but he never expressed bitterness or anger. He just wanted to recover and move on,” said Nancy. A sports fanatic, Ron graduated from Tolman High School in Pawtucket. He enjoyed watching the Red Sox and taking his nephew to baseball games. Ron was also a self-declared history buff and relished telling friends that he was a descendant of Roger Williams. The Schoepfer/Wilkinson families chose Barrington Christian Academy’s Discovery Program, which helps RON SCHOEPFER MEMORIAL FUND students with special needs, for this designated “We wanted to bring beauty from the ashes,” said memorial fund honoring Ron. The memorial fund will Nancy Wilkinson of setting up a fund in memory of provide scholarships to assist families with financial her late brother, Ron Schoepfer. need who wish to participate in the program. Ron was a survivor of the Station Night Club Fire Ron appreciated the assistance he received during in 2003. He spent a month at Brigham and Women’s his recovery and he would have liked the idea of Trauma and Burn Center in Boston. His helping families afford educational resources for their determination and the support of his family helped children. He always emphasized the importance of an him as he progressed through rehabilitation and education to his niece and nephew. “We like the idea steadily recovered. He began talking about building a of creating this legacy in my brother’s name. It not new life and hoped to use his portion of the only honors him, but his God as well,” said Nancy. settlement funds to do just that. Ron passed away unexpectedly at the age of 38 before the settlement funds were released.

James C. Raleigh Memorial Fund John J. Redding Fund (2003) Rhode Island Association of (2006) Redgate Camp Davis Fund (1995) Former Legislators Scholarship Fund (1996) Raleigh-Providence Tree Care Trust Lindsay T. Reed Fund for the East Fund (1998) Side/Mt. Hope YMCA (2009) Rhode Island Charities Trust (1991) Rallis Conover Fund (2005) Alice M. Remington Scholarship Rhode Island Commission on Elueterio, Anna, and Mary Raponi Fund (1984) Women/Freda H. Goldman Education Awards Fund (1997) Memorial Fund (2009) Barbara Reynolds Memorial ★ Ralph and Letty Raponi Fund Scholarship Fund (2001) Rhode Island Council for the (2010) Humanities Endowment Fund Madeline Reynolds Memorial Fund (2005) Raven Fund (1999) (1969) ★ Rhode Island Council for the RDW Group, Inc. Minority RIGHA Foundation Fund (2010) Humanities/Tom Roberts Scholarship Fund for Rhode Island Advertising Club Humanities Ingenuity Prize Fund Communications (2000) Fund (1979) (2005) Edith Reall Memorial Scholarship Rhode Island Arts Fund (1985) Rhode Island Foundation Fund (1992) Employee Fund (1993)

46 The Rhode Island Foundation 2010 Rhode Island Legal Services Riverwood Endowment Fund Friends of Sakonnet Lighthouse Endowment Fund (2006) (2005) Fund (1985) Rhode Island Meals on Wheels Gwennie Anne Robbins Memorial Sakonnet Point Lighthouse - Memorial Fund (1981) Fund (1994) Income Reinvestment Fund (1985) Rhode Island Medical Society End Dr. Robert F. Roberti Scholarship Norton E. Salk Scholarship Fund Polio Fund (1966) Fund (1992) (2008) Rhode Island Medical Society ★ Elizabeth Robinson Fund (1959) Salten Weingrod Family Fund Medical Purpose Fund (1966) Selma Pilavin Robinson (2007) Rhode Island Rose Award Fund Endowment Fund (1992) Andrew & Frances Salvadore (1985) Familia Rodriguez Fund (2002) Scholarship Fund (1989) Rhode Island Scholarship Roger Williams Chair in Thomistic Samaritans Fund (2006) Assistance Fund (2007) Philosophy Fund (1988) Juanita Sanchez Community Fund Rhode Island School for the Friends of Rogers Free Library (1992) Deaf/John Spellman Scholarship Children’s Endowment Fund (1987) Bridget Sanetti Memorial Fund (1989) Friends of Rogers Free Library Scholarship Fund (2003) Rhode Island Supreme Court Endowment Fund (2009) ★ San Miguel School Endowment Historical Society Fund (1998) Rose and Aaron Roitman Fund Fund (2010) Rhode Island Tree Council Fund (1982) Sapinsley Family Foundation (1970) (2001) Aaron Roitman Fund for Chamber Nancy Sarah Fund for Women Rhode Island Veterinary Medical Music (1982) (2006) Association (RIVMA) Companion Animal Fund (2007) Rosenberg and Kohorn Fund Francis B. Sargent MD Fund (1995) (2001) Rhode Island Zoological Society Jacqueline Gage Sarles Memorial Fund (1986) Rougas-Quinn Family Fund (2006) Fund (1968) RIBA/Dagata Scholarship Fund Edward J. and Virginia M. Routhier Deputy Assistant Chief Anthony V. (1997) Fund (2002) Sauro Award Endowment Fund (1991) Eileen Julie and Brittany Jaye Edward J. and Virginia M. Routhier Richardson Memorial Fund (2005) Nursing Faculty Endowment Fund Savage and Luther Family Fund (2003) (1998) Edythe K. & Jane E. Richmond Memorial Cancer Fund (1998) Edward J. and Virginia M. Routhier George and Naomi Sawyer Nursing Scholarship Fund (2003) Memorial Fund (1991) ★ John M. Richmond Fund (1953) Cheryl A. Ruggiero Scholarship Dr. Edmund A. Sayer Fund (1987) Richard J. and Barbara L. Fund (2004) Richmond Fund (1996) Minna Schachter Fund (2008) Ruggiero/Reinhardt Family Fund Willard and Marjorie Scheibe Richard J. and Barbara L. (2009) Richmond Designated Fund (1996) Designated Fund (2009) Ruhl Family Fund (2004) Richard J. Richmond Fund (2003) Willard and Marjorie Scheibe Dr. Joseph L.C. and Mary P. Ruisi Nursing Scholarship Fund (2010) Ray Rickman Fund for African Fund (1999) Doctors (2007) Schmiedling Orlando Patient- Tom Russell Scholarship Fund Focused Nursing Fund (2005) Marcia and Robert Riesman Fund (1989) ★ (1997) Ron Schoepfer Memorial Fund Rose M. Russo Fund (2007) (2010) Harry Vandall Rigner Memorial ★ Fund (1979) George M. and Barbara H. Sage Fannie M. Schrack Fund (1928) Fund (2007) Henry M. and Jan E. Rines Fund Mary and Michael Schwartz Fund (1998) Saul B. Saila Fellowship Fund (1999) (2007) RISE Conservation Fund (1997) Roger G. Scott Memorial Fund Saint Cabrini Fund (2004) (1996) Ernest and Mary A. Ritchie Memorial Fund (1995) S. Stephen’s Church Music Fund R. Gordon and Patricia C. Scott (1999) Fund (2008) Paula M. Rivard Memorial Fund (2005)

Annual Report 2010 47 ANTHONY J. SERIO “Tony touched so many lives here. We used to joke SCHOLARSHIP FUND that we never moved out of our zip code, but it “Anthony possessed a meant the world to him to raise his family here and pure love for life. He build a life,” says Rae. At the age of 61, Tony passed appreciated every day away after a courageous battle with cancer, leaving his with an enduring wife and three children, Kate, Rebecca, and John. positive attitude and an Rae decided to establish a memorial scholarship for unswerving students at Westerly High School because of her commitment to his husband’s fervent belief that all kids should have the family and friends,” opportunity to attend college. “While he was truly a recalls wife Rae Anne Serio. self-made man, he strongly valued education. He Anthony (Tony) and Rae started dating the night always encouraged our kids, their friends, and other of their graduation from Westerly High School. They young people to seek an education as a way to build soon married and commenced to build an a successful career and meaningful life. extraordinarily rich life in Westerly. In 1970, “The Rhode Island Foundation provided an Anthony began a successful career in banking that opportunity to help his name live on in our spanned 38 years. His passion for helping small community. He inspired his family and countless business owners and entrepreneurs navigate the friends every day. We hope his story will inspire financial waters of growth and expansion mirrored students to go to college, become involved in their his core belief that with hard work, sweat and a sense communities, and make the world a better place for of humor one could achieve anything. others – just like Tony did,” concludes Rae. Anthony’s gregarious nature was his hallmark, whether enjoying an outing on Block Island, going to a Red Sox game, or participating in one of the many civic organizations to which he committed his time. He was a member of the Bocce Club, North End Social Club, Westerly Elks Club, the Westerly Yacht Club, and past president of Children and Family Services of Connecticut.

Gertrude P. Scruggs Memorial Ruth E. Shailer Fund (1997) Edwin F. Sherman Fund (1972) Fund (1999) Eve Widgoff Shapiro Fund (2003) Alfred Sherrard Fund (2006) Seaberg-Sleicher Memorial Fund ★ Ellen D. Sharpe Fund (1954) Shippee Family Fund (2006) (2007) Mary Elizabeth Sharpe Street Tree Leonard J. Sholes Fund (2008) ★ Benjamin Seabury Fund (1954) Endowment Fund (1988) Shramek Fund (2005) Otto and Gertrude K. Seidner Fund Mary Elizabeth Sharpe Street Tree (1987) Ilon Sillman/Sara Andrews Endowment — Brown University Endowment Fund (1997) ★ Anthony J. Serio Scholarship Fund (1989) Silver Family Fund (2001) Fund (2010) Peggy and Henry Sharpe Fund for Lance Corporal Matthew K. Serio the United Way (1998) Milton J. Silverman Endowment Fund (1993) Football Scholarship Fund (2005) William H. Sheehan Memorial Serve Rhode Island Fund for the Fund (1999) Simchi-Levi Charitable Fund (2007) Volunteer Center of RI (2005) Phebe McAlpine Shepard Fund in Aline J. Simoens Memorial Fund Neil and Jean Severance Family Memory of John Shepard II, Edward (1994) Fund (2007) B. and Phebe W. McAlpine (1986)

48 The Rhode Island Foundation 2010 that her donation will grow and be available to fund LGBT supportive causes into perpetuity. Barbara and Judith’s friendship dates back to the early 1980s, when they were both trained by Marcia to be hot line volunteers at the Rape Crisis Center (now Day One). Barbara and Colleen, who have been together for 19 years, and Judith and Marcia, who have been together for 27 years, were married in SOCOWIWO FUND a joint ceremony in Provincetown in 2007. SoCoWiWo? Judith, an emeritus professor of communications It stands for South County Wild Women, a group and women’s studies at the University of Rhode Island, Barbara L. Margolis, Colleen Gregory, Judith advocated for equal rights through the faculty senate Anderson, and Marcia Blair have considered among and the Rhode Island ACLU, which she served as their closest friends for decades. SoCoWiWo bonded board president. Marcia, also retired, conducted around shared interests from softball to kayaking to tolerance seminars for state employees and HIV/AIDS gardening and evolved into a connected family of the programs for the Rhode Island Department of Health. heart. Now, SoCoWiWo will be forever associated She also served the board of RI Alliance for Lesbian with this permanent endowment to support the and Gay Civil Rights for several years. Foundation’s Equity Action (EA) Fund for Lesbian, Barbara, the first woman lawyer in Wakefield Gay, Bisexual, and Transgender (LGBT) educational, practicing in family law, has been deputy disciplinary artistic and community building programs and counsel at the Rhode Island Supreme Court since activities in South County. 1995. Colleen is a clinical psychologist and divides her As EA’s million-dollar challenge campaign wraps up practice between NRI Community Services where she in spring 2011, Barbara and Judith, longtime advisory serves as director of recovery and psychological services committee members, wanted to ensure South County and her private practice in North Kingstown. wasn’t forgotten. Establishing the fund now allows Both couples are passionate about equal rights for them to take advantage of the Foundation’s one to one LGBT Rhode Islanders. Barbara noted, “Giving back dollar match. Barbara noted how exciting it is for her more than I get in all ways is what I hope my legacy to be able to participate in foundation giving, knowing will be.” Judith concludes, “I second her!”

Peter H. Simoens Memorial Fund Dorothy Hackney Smith Fund Dianne B. Snyder Memorial Fund (1994) (1980) (2002) ★ Godfrey B. Simonds Memorial Ellen and Harry Smith Fund (2010) Social Venture Partners - RI Fund Fund (1926) Eric and Peggy Smith Family Fund (2000) Walter Simpson Fund (1966) (2001) ★ SoCoWiWo Fund (2010) Elizabeth Hope Singsen and George E. Smith Fund (1964) Soloveitzik/Rhode Island for Edward L. Singsen Fund (1982) Jack & Patricia Smith Fund (2002) Community and Justice Fund (1992) Theodore R. Sizer Fund for John W. Smith Fund (1981) Educational Reform (1998) Harold B. Soloveitzik/American ★ Nathaniel W. and Mabel C. Smith Association of University Women Abby M.B. Slade Memorial Fund Fund (2007) (1960) Fund (1992) Friends of Smithfield Rotary Harold B. Soloveitzik Fund (1986) Florence M. Smart Fund (1976) Scholarship Fund (2004) Lewis D. Sorrentino Fund (2004) Eugenia Smetisko Fund (2002) Smith’s Castle Fund (1998) Charles Morris and Ruth H. T. Lily and Catello Sorrentino Smith Fund (2001) Memorial Scholarship Fund (1978)

Annual Report 2010 49 job, I asked, ‘How would Tom Soutter handle this?’” Both Soutters were there with Dorcas Place from its humble beginnings and believed in the organization’s mission: to assist low-income adults in realizing their full potential through literacy, employment, advocacy and community involvement. As Ginny was stepping off the board, she recruited B to join. From the start of his tenure, he says, “I pushed for an endowment. This is an organization B Maneckji (l) and Virginia Soutter that has been around for 30 years, nationally recognized for what they do. Their long range VIRGINIA AND THOMAS SOUTTER FUND financial sustainability is critical.” FOR DORCAS PLACE B chose the Foundation to establish the Retired corporate attorney Bhikhaji “B” Maneckji endowment for a number of reasons. “People trust speaks with obvious affection for his longtime friends the Foundation and its long track record of Ginny and Tom Soutter. “They took me in on many stewarding funds and investing wisely.” He also sees a a Christmas Eve and included me in countless family good fit with the Foundation, which has made a gatherings, and we have shared great times together number of significant grants to the Dorcas Place on my farm.” Now, to honor Ginny and Tom, B has through the years, including start-up funds for its established this endowment for Dorcas Place, an successful Welcome Back Center. organization both he and the Soutters have supported B concludes, “I am an immigrant. But I came here for many years. from India with English as my first language and was B considers Tom a mentor as well as a close friend. able to pursue a fantastic education that opened “Tom was my boss at Textron. When I was a brand- doors and created opportunities. Dorcas Place’s new lawyer, learning the ropes and trying to figure clients must overcome huge language and education out where I fit in, he told me, ‘It doesn’t matter how barriers on the road to achieving some measure of right you are, if you don’t have the confidence of success. My hope is that this fund in Tom and your client.’ From that moment on I was a different Ginny’s name will help Dorcas Place to continue type of lawyer. Any time I faced ethical issues on the improving the lives of these new Rhode Islanders.”

Edith B. Soule Fund (1999) James L. Spears Charitable Fund William Laverne Stillman and South County Ambulance and (2005) Elizabeth C. Stillman (Class of '33) Rescue Corps (2002) Madeline Standish Fund (2010) Scholarship Fund (2008) South County Garden Club of Staples Family Fund (1986) Robert N. and Corinne P. Stoecker Fund (1984) RI/Margaret Dunbar Fund (2004) Dennis E. Stark Fund (2000) South County Museum ★ Morgan L. Stone Memorial Fund Starkweather & Shepley for Arts and Humanities (2000) Endowment Fund (1996) Charitable Fund (2010) South County Museum Rhode Stone Bridge Volunteer Fire Station Nightclub Fire Children's Department Scholarship Fund Island Red Endowment Fund Scholarship Fund (2004) (2004) (1991) Henry A. Stearns Fund (1977) ★ South Kingstown Education Henry A. Street Fund (1956) Foundation Fund (2003) Cameron Duke Stebbins Memorial Sylvia Street Fund in Memory of Fund (2001) ★ Virginia and Thomas Soutter Ruth Ely (1981) Fund for Dorcas Place (2010) Steinberg-Shao Family Fund (2008) John O. Strom, MD Memorial Fund Spartina Fund (2007) (2008)

50 The Rhode Island Foundation 2010 establish The Starkweather & Shepley Charitable Fund through the auspices of The Rhode Island Foundation. This partnership will help us achieve our corporate charitable goals in an efficient manner and we look forward to supporting the many worthy charities in Rhode Island for many years to come,” says William P. McGillivray, chairman and CFO. Starkweather & Shepley hopes to grow the fund over time and also plans to encourage the company’s 175 employees to participate in its growth. Among the organizations Starkweather & Shepley Nat Calamis (l) and William P. McGillivray has supported through its long history of charitable giving are United Way of Rhode Island, Meeting STARKWEATHER & SHEPLEY CHARITABLE FUND Street, Women and Infants Hospital, and Providence For 132 years, Starkweather & Shepley has fulfilled College. the insurance needs of individuals and businesses in “Community service is imbedded in our corporate Rhode Island. The provider of property and casualty, culture. Our employees appreciate the importance of automobile, workers’ compensation, and benefits being a good corporate citizen and they take that role insurance is headquartered in East Providence and seriously. I am extremely proud of the professionals has branch offices in West Warwick and Westerly as in our organization who dedicate their time and well as in Westwood and Martha's Vineyard, resources to help make our community a better place Massachusetts. As one of Rhode Island’s oldest to live. This fund honors their efforts and we are businesses, the firm’s roots in the community are fortunate to be in a position to help those in need,” deep and it has a long established tradition of said Nat Calamis, president and CEO. supporting many charities throughout the state. The company recently created an endowment at the Foundation in honor of its legacy of giving back to the community. “On behalf of all of our employees we are proud to

William J. and Judith D. Struck Anne and Michael Szostak Fund Michael E. Tellier Scholarship Fund Fund (2005) (2009) (2004) Sturges Fund for Grace Church Richard W. Szumita Memorial Rupert C. Thompson Fund (1987) (2) (2008) Scholarship Fund (2001) Hope L. Thornton Fund (2001) Success by Six Endowment Fund Hope and Roland Talbot Fund Thorp Family Scholarship Fund (1990) (1979) (2006) ★ Sullivan Family Fund (1996) Helen E. Talcott Fund (1930) James E. Tiernan Memorial Fund Alice Sullivan Memorial Fund David D. Tarnapol Scholarship (2005) (2004) Fund (2006) ★ Albert Harris Tillinghast Fund Thomas F. Sullivan Memorial Fund Martin L. and Charlotte H. Tarpy (1949) (2007) Fund (2000) Tishman Golden Family Fund Bruce and Marjorie Sundlun Melissa and Peter Tassinari Fund (2003) Scholarship Fund (1990) (2003) Tiverton Land Trust Fund (2000) Helen E. Swanson Fund (2003) C. George Taylor Fund (1999) Miss Swinburne Fund (2002)

Annual Report 2010 51 Clinton and Mary Tompkinson Universal Homes, Inc. Fund (1978) John and Mary Wall Fund for the Memorial Fund (2010) Urban League of RI Scholarship Rhode Island Historical Society Peter and Sunny Toulmin Fund Fund (2004) (2010) (1986) Anne Utter Fund for the John and Mary Wall Fund for the Geraldine Tower Education Fund Performing Arts (2006) United Way (1985) (2002) Jessie G. Valleau Fund (1967) Kevin B. Walsh Memorial Scholarship Fund (2005) Christopher Townsend-Child and Valley Resources Fund in honor of Family Services of Newport County Charles Goss, Eleanor McMahon, & Lily Walsh Fund (2001) Fund (2007) Melvin Alperin (1993) M. Martha Walsh Fund (1997) Christopher Townsend-Newport Van Degna Family Fund (1998) Alice Ward Fund (1991) Public Library Fund (2007) Willard Boulette Van Houten and Alice Ward Fund (1993) Agnes Meade Tramonti Memorial Margaret Lippiatt Van Houten Julia P. Ward Fund (1966) Scholarship Fund (1998) Fund (1991) Marjorie A. Ward Fund (2005) Foundation for Trinity Repertory Louis J. Van Orden Fund (1990) Company General Endowment ★ Harriet P. and Isabella M. Fund (2001) Margaret Hanley Van Orden Fund Wardwell Fund (1942) (2) Includes: Buff & Johnnie Chace (2007) Simon W. Wardwell Fund (1978) Endowment Fund (2004); Doris Margaret Hanley Van Orden ★ Duke Endowment Fund (2001); Scholarship Fund (2007) Lucy M. Warren Fund (1947) Oskar Eustis Endowment Fund for Dr. Stanley Van Wagner Memorial Robert W. Warren Fund (1989) New Play Development (2005); Ed Scholarship Fund (1987) Warwick Public Library Hall Memorial Fund (1991); John & Endowment Fund (1999) Yvette Harpootian Fund (2005); Doctor Domenic A. Vavala Richard Kavanaugh Memorial Charitable Fund (2006) Water Works 4 Women Fund Fund (2001); Elaine Rakatansky Venard Fund (1988) (2002) Memorial Fund (2004); Tilles ★ William A. Viall Fund (1939) Martha W. Watt Fund (1973) Family Endowment Fund (2005); Stephen Hamblett Memorial Fund Vinny Animal Welfare Fund (2009) Webb Moscovitch Family Fund (2005) (2006) Claiborne and Nuala Pell Alice Viola Fund (1998) Fund for Arts Education (2009) Genevieve C. Weeks Fund (2002) Vogel, Califano, Dimase, Iannuccilli Raymond H. Trott Scholarship Fund Fund (2001) Genevieve C. Weeks Fund for the (1980) United Way (2002) Nondas Hurst Voll Fund (2006) Troy Fund (1979) Hans C. and Anna Weimar Fund Volunteer Services for Animals (1995) Barbara M. Tufts Memorial Fund Humane Education Fund (2007) (2002) Dawn, Gregg, and Leland Volunteer Services for Animals- Weingeroff Animal Fund (2005) Frances S. and Stuart K. Tuttle Warwick-Humane Education Fund Fund (1998) (2008) Howard S. and Elaine S. Weiss Fund (1991) Twin River Charitable Fund (2006) Volunteer Services for Animals- UBS Rhode Island Fund (2004) Warwick-Spay/Neuter Fund (2009) Herbert J. Wells Fund (1970) United Builders Supply Company Frederick & Rosamond Harold B. Werner Scholarship Fund Inc. Fund (1980) vonSteinwehr Fund (1998) (2009) United Italian American Inc. Evelyn Pierce Vories Fund (1983) Harold B. Werner Fund (2008) Scholarship Fund (2008) Irene Vose Fund (2006) Phil West Spirit of Common Cause Rhode Island Fund (2006) United Way/Boss Family Fund for Wadleigh Family Fund (2005) Learning Opportunities (1995) Westerly Cancer Fund (2006) Waite-Menson Fund (2007) United Way of Rhode Island Fund Westerly Education Endowment (1995) Mattie A. Walcott Fund (1999) Fund (2001) United Way of Rhode Island John and Mary Wall Fund for Westerly Hospital Auxiliary Fund Endowment Fund (1990) Grace Church (1990) (1992) United Welfare Committee Fund John and Mary Wall Fund for Westerly Lions Club Scholarship (1982) Rhode Island Hospital (2010) Fund (2005)

52 The Rhode Island Foundation 2010 SUSAN B. WILSON generosity was inspired by Susan B. Wilson’s bequest, FUND made more than twenty years ago, establishing a Members of the horticultural lecture series and an annual scholarship South County benefiting an outstanding landscape architecture Garden Club student at the University of Rhode Island. This new (SCGC) of Rhode fund will underscore the SCGC’s commitment to Island treasure the civic and community involvement. organization’s rich And that is entirely appropriate, according to Club history of community leaders Martha Hough, Carol Howland, and Anne involvement and Richardson. They fondly remember Ms. Wilson, who mission “to increase the knowledge and cultivation of joined the club in 1967 and whose daughters-in-law flowers and stimulate the love of beauty in gardens.” are members today. Through creating beautiful gardens and educating Mrs. Richardson says, “Susan was extremely civic- Rhode Islanders about garden and floral design, minded. Her work with the League of Women Voters horticulture, and natural resources, the SCGC was legendary. And, although we knew how much encourages conservation, sustainable planting, and an she loved the Club, we were overwhelmed by her appreciation for Rhode Island’s unique environmental wonderfully generous bequest.” Adds Mrs. Howland, assets. In anticipation of celebrating its 80th “Susan was brilliant, a true original. She was known anniversary in 2011, the SCGC established this fund for her avant-garde flower designs, her big hats, and at the Foundation to ensure the Club’s important her acumen at bridge.” work continues well into the future. Mrs. Hough notes that the SCGC is developing a The SCGC is not new to the Foundation, having strategic plan that will more effectively engage its established the South County Garden Club of Rhode members. “This endowment will be a tremendous Island/Margaret Dunbar Fund in 2004 in memory of asset in that process,” she says. “Placing the bequest longtime member Ms. Dunbar, who died in 2002. with the Foundation made sense; it allows us to focus Through the Dunbar Fund, the SCGC supported on strategy, programming and future projects while the American Chestnut Tree Restoration Project, the Foundation manages the funds.” The three club installing a solar-powered drip irrigation system at leaders agreed and affirmed, “It was the right thing the project’s site in South Kingstown. Ms. Dunbar’s to do.”

Westminster Senior Center Fund Whitehall Museum House Women Ending Hunger Fund (1994) Endowment Fund (2000) (2006) Westminster Unitarian Church Wilbur Fund (1984) Women’s Advertising Club of Fund (1998) Mary E. Wilcox Fund (2007) Rhode Island Fund (1994) Wexler Family Fund in Memory of Virginia A. Wilcox Fund (1990) Women’s Fund of Rhode Island Edmund, William, Rose, & (2000) Benjamin Wexler (1980) Wildlife Conservation Fund (1966) ★ Helen Wood Memorial Fund for Miriam Weyker Thanatological Susan B. Wilson Fund (2010) Langworthy Public Library (2009) Fund (1989) Winthrop B. Wilson Family Fund ★ Wood Memorial Scholarship Erskine N. White, Jr. and Eileen L. (2010) Fund (2010) White Fund (1995) Leonarda S. Winiarski Fund (2005) ★ Mrs. Kenneth F. Wood Fund Maureen A. and Christopher D. Gertrude L. Wolf Class of 1902 (1935) White Memorial Fund (2001) Fund (1987) Woodcock Charitable Fund (2000) Whitehall Museum House Capital Ruth and W. Irving Wolf, Jr. Family Michael J. Woods Fund (2009) Expenditure Fund (2000) Fund (2005)

Annual Report 2010 53 WOOD MEMORIAL Society, The Nature Conservancy, The Audubon SCHOLARSHIP Society, and was a charter member of the Rhode FUND Island Ornithological Club. Charles Wood Charles was possibly best known among his close spent his professional circle of friends and local bird-watchers for his books. career working in He authored Call of the Wild Geese and Wings Over textiles in Pawtucket, Rhode Island. Charles was especially fond of Swan but he pursued his Point Cemetery in Providence, a sanctuary for many passion for birds and species of birds and bird watching enthusiasts. In the outdoors with 1981, the board of directors commissioned Charles equal focus and to write a book, The Birds of Swan Point Cemetery. energy. A noted The detailed, first-person account describes virtually Rhode Island hundreds of species Charles viewed firsthand at the ornithologist and a graduate of the Rhode Island cemetery. Charles also cleverly sprinkled his book School of Design, Charles authored several books on with amusing observations and light-hearted birding and penned numerous articles for various passages. He noted a monument to a teacher nature magazines and The Providence Journal. inscribed by a class of students – “What a pleasant Born in Valley Falls, a section of Cumberland, he personality she must have had to be memorialized by later moved with his family to East Providence where a group of children!” he lived for most of his life. Close family friend This narrative may give some insight on his Charlie Golden noted, “Charles was an extremely decision to establish an endowment through his private man who rarely talked about himself or his estate to provide scholarships for deserving students family, but he did occasionally talk about his love of in Cumberland. In the same manner he would bird- nature.” Mr. Golden recalled Charles traveling watch, he quietly left a wonderful legacy for many extensively as a naturalist field guide, once students who will benefit from his kindness and accompanying a group on a trip to Australia. philanthropy. An active member of several civic organizations, Charles belonged to Hamilton House, Blithewold Mansion and Gardens, The Sorrento Scientific

★ Mabel M. Woodward Fund James A. Young Fund (1974) Zitella Gallo Fund (2003) (1946) (2) Jason Ellis Young Memorial Fund Kimberly and John Marilynne Graboys Wool (2008) Zwetchkenbaum Family Fund Scholarship Fund (2000) Mary A. Young Fund (1990) (2007) John J. and Eleanor Q. Wrenn Mary A. Young Cancer Fund (2005) Memorial Fund (2001) Sergeant Cornel Young Jr. Kit Wright Fund for Jamestown Scholarship Fund (2000) (1979) YWCA of Northern Rhode Island Ora E. Wry Fund (2007) Endowment Fund (1990) Harrison Yaghjian Fund (2000) Laura Mason Zeisler Fund (1997) Harry Yaghjian Trust Fund (1997) Jonathan Marc Zimmering Dr. James J. Yashar Charitable Memorial Fund (1989) Family Fund (2007) Coleman B. Zimmerman Memorial Judge Marjorie Yashar Charitable Fund (1993) Fund (2008)

54 The Rhode Island Foundation 2010 Commission goal: accessible, affordable healthcare for all Rhode Islanders The Rhode Island Foundation was the setting for the signing by Governor Lincoln D. Chafee of Executive Order 11-04 establishing the Rhode Island Healthcare Reform Commission. The governor stated, “We want Rhode Island to be a national leader in terms of implementing federal healthcare reform, with the overall goal of accessible and affordable healthcare for all Rhode Islanders.”

he Commission is an outgrowth of the Healthy RI Task Force that was formed last year to gather Tinput and make plans for how our state can take advantage of the opportunities in the federal Affordable Care Act. “The Healthcare Reform Commission will expand the efforts of the task force to ensure a more accessible and affordable healthcare system. Our goal is to maximize the benefits in the law for all Rhode Islanders, while identifying and addressing any challenges,” said Lieutenant Governor Elizabeth Roberts who is leading the commission. The commission will coordinate changes to the state’s Governor Lincoln D. Chafee signs Executive Order 11-04 establish- healthcare system in accordance with federal mandates; ing the Rhode Island Healthcare Reform Commission as Neil help maximize opportunities for federal funding to aid in Steinberg and Owen Heleen, president and vice president for grant implementing those mandates; and make ongoing programs at the Foundation, respectively, and Lieutenant Governor recommendations to the governor to ensure quality, Elizabeth Roberts look on. affordability, and sustainability in Rhode Island’s healthcare system. In thanking the Foundation for hosting the ceremony, Governor Chafee stated, "We're fortunate in Rhode Island to have this organization which has done so much good in the state and continues to do that work.” The work of the Commission is well-aligned with the Foundation’s goal in the health sector to promote the development of a successful and effective system of primary care and to increase the access, affordability, and quality of primary care for Rhode Island citizens. Owen Heleen, the Foundation’s vice president for grant programs, and Yvette Mendez, grant programs officer, are members of the Healthcare Reform Commission.

Owen Heleen, vice president for grant programs at the Foundation, speaks at the September 2010 release of “Healthy RI Task Force Report: Getting National Health Reform Right for Rhode Island.”

Annual Report 2010 55 The 1916 Society of The Rhode Island Foundation Commemorating the year of the Foundation’s founding, The 1916 Society honors more then 250 individuals, families, and others who have told us of their plans to leave a legacy through the Foundation in the future.

1916 Society Members Steve J. Caminis John G. and Elizabeth A. De Primo If you are not a member of Paul C. and Patricia B. Carlson James DeRentis The 1916 Society, but have Richard F. Carolan David and Elaine DeSousa arranged to establish or add Annette R. Carpenter Giampiero and Leslie P. DiManna to an existing endowment in the Kimberly Charbonneau Dorothy F. Donnelly, Ph.D. future, we hope you will join. Samuel and Esther Chester David G. Doran* Anonymous (47) Edith G. Chisholm Kenneth J. Dorney William and Amabel Allen Paul and Elizabeth Choquette Maura Dowling Patty and Melvin Alperin Howard P. and Nancy Fisher Chudacoff David A. Duffy Judith L. Anderson and Marcia Blair The Honorable David N. Cicilline Wayne K. and Bernice C. Durfee Noreen Andreoli Marcia Clayton and William A. John L. Dyer Peri Ann Aptaker and Robert A. Maloney Violet Eklof Lieberman John W. and Lillian Clegg Catherine English Barbara and Doug Ashby Sidney Clifford Jr. Sanford M. and Beverly A. Fern Hugh D. Auchincloss, III Barbara Cobb Robert M. Fitton James and Karin Aukerman Madelyn Collins Robert H. Forrest George and Petrina Babcock Reverend and Mrs. Thomas Conboy, Jr. Harold M. Foster Marilyn Baker Gilbert and Diane Conover* Mary Frappier Robert L.G. and Ruth L. Batchelor Robert B. and Ann F. Conner Mr. and Mrs. Peter B. Freeman Mr. and Mrs. Victor J. Baxt Sheila Cooley, Esq. and Fredric C. Friedman, Ed.D. Milton C. and Julia Bickford Mark J. Fagan, MD Thomas E. Furey F. Steele Blackall, III John Corbishley Vera I. Gierke* Susan Marsh Blackburn Michael and Kelly Cummings Arlene Golden Gilbert Raymond and Brenda Bolster, II Anthony and Christine D’Acchioli Richard J. Gladney David E. and Kara K. Borah* Christine E. Dahlin Dennis Glass and Tanya Trinkaus Glass Robert E. and Ann M. Borah Joanne M. Daly* Richard M.C. Glenn III and Mary Karen S. Borger Peter S. and Anne Damon Goodyear Glenn Mrs. Sandra C. Bristol-Irvine Sophie F. Danforth Lola Goldberg Jane Ann Brown John C. Davis Carol Golden and Stuart Einhorn Jeffrey A. Brown and Barbara Gloria E. Del Papa Lillian Golden Horovitz Brown Anthony and Grace Del Vecchio Eleanor J. Goldstein Joseph N. Brown Charles Denby II, M.D.

56 The Rhode Island Foundation 2010 Susan F. Gonsalves* Barbara Margolis Albert M. and Ilse I. Schaler Donna Marie Goodrich Alita C. Marks Barry and Elizabeth Schiller Geoffrey Gordon Deborah J. Marro Norma Jean Schmieding Joya Weld Granbery-Hoyt David McCahan, Jr. Paul and Barbara Schurman Frederick R. Griffiths Norman E. and Dorothy R. McCulloch Michael E. and Mary Schwartz Mary Grinavic Linda McGoldrick Dr. and Mrs. Sarkis M. Shaghalian Helen E. and Stanley H. Grossman Kathleen McKeough Edwin F. and Martha Sherman, Jr. Hope R. Gustafson William Lynn McKinney and Cheryl Silva-Feeney Kathleen Hagan Ronald D. Margolin Kathleen A. Simons John E. and Janet S. Hall Gladys Miller George and M. Patricia Sisson Ralph E. Hanson Mr. and Mrs. Arthur C. Milot Mary Ann Sorrentino David F. Haskell and Karen R. Haskell Heidi Keller Moon Lillian Sparfven Karin Hebb Mary Morello James L. Spears Louise Cameron Hintze Elizabeth T. Mullaney Dennis E. Stark Larry J. Hirsch Ruth K. Mullen Linda A. Steere and Edward R. DiLuglio Phyllis M. Huston Arthur Murphy Neil Steinberg and Eugenia Shao David C. Isenberg Jane S. Nelson Ronald G. Stevens and Elaine Jacques Joan M. O’Connor Patricia E. Moore* C. Peter Jencks Judith Oliveira Walter R. Stone Nancy W. Jencks Ruth Oppenheim William J. and Judith D. Struck Mary M. Jennings Robert and Lidia Oster Peter A. and Janice W. Sullivan Ford and Elaine Jewer Anne N. Ott James K. Sunshine Carl G. and Kathryn A. Johnson Joseph W. Pailthorpe Meredith P. Swan and Kinnaird Howland Victoria Johnson* Elizabeth S. Palter, Ph.D. Christine Townsend V. Rolf Johnson Thomas G. and Mary E. Parris Doris M. Tucker Constance B.E. and Richard B. Jordan Billy L. and June O. Patton Louis J. Van Orden Kevin E. Jordan, Ph.D. W. E. Phillips Dr. Domenic A. Vavala Simone P. Joyaux and Tom Ahern Wells M. Pile and Marguerite Ofria Pile Alice Viola John V. Kean Richard and Patricia Plotkin Ralph C. and Joyce L. Vossler Stephanie Tower Keating Garry and Virginia Plunkett Jean Wadleigh* Lester B. and Linda D. Keats Mary Ann Podolak John W. and Mary S. Wall Frederick S. Kenney Loretta R. and Lawrence Poole, Sr. Judith Pansa and Thomas W. Walsh* Harold J. Kushner Mr. and Mrs. Alfred K. Potter, II Howard S. and Elaine S. Weiss Arthur and Eva Landy Lombard John Pozzi Edward W. Whelan The Honorable James R. Langevin Donna-Jean Rainville Virginia A. Wilcox Sally Lapides Cynthia and Walter Reed Margaret H. Williamson Mr. and Mrs. Scott B. Laurans Frances Waterhouse Richmond Edith B. Wislocki Patricia Lawlor, Ph.D. Derwent Jean Riding James J. and Lynn Ann Wojtyto* Margaret Goddard Leeson Marcia S. Riesman Kenneth and Dorothy Woodcock Barbara M. Leonard James R. Risko Peter and Patricia Young Dorothy Leonard Frederick and June Rockefeller Laura Mason Zeisler Stephen V. and Bettina H. Letcher Pablo and Diane Rodriguez Professor Stanley Zimmering Stanley and Martha Livingston Herman H. Rose Carolyn G. Longolucco Barbara A. Rosen * Denotes new member Dr. Deirdre V. Lovecky Geraldine J. Roszkowski William and Susan Macy John Rotondo, Jr.* William and Mary Ann Makepeace The Honorable Deborah Ruggiero Bhikhaji M. Maneckji Sanford and Marian Sachs

Annual Report 2010 57 2010 Financials

The Foundation’s goal remains constant: to increase our investments in the community to meet the needs of the people of Rhode Island and to inspire additional philanthropy throughout our state, solely to leverage the impact of our endowment in the communities we serve.

he Rhode Island investments, and global fixed Our investment strategy fits Foundation income assets. with our goals as a community employs long-term The Foundation is committed foundation: increasing our investment to a “total return” investment investments in the community Tstrategies and sound financial philosophy, including a total current and boosting overall philanthropy principles to ensure not only that spending limit of 5.9 percent, to throughout Rhode Island. We the philanthropic dollars entrusted ensure that our endowment grows also are committed to carefully to us last forever but also that we in perpetuity. Any investment return managing our operating expenses, make available the maximum earned over the spending limit is again with the goal of maximizing amount possible for grantmaking added to principal, thus increasing our investments in Rhode Island. every year. the size of the endowment to To this end, in 2010 our operating A committee of Foundation combat inflation and overcome expenses were managed to within directors and community members cyclical down markets. In 2010, as 1.1 percent of our total net assets, with expertise in the field governs the economy continued to recover, which is well within industry our investments (see list, page 66). we were pleased with our investment standards for community The committee establishes performance of 14.9 percent. foundations. investment policy, monitors the We are also proud to note that, Thanks to these strategies and to individual investment managers benchmarked against foundations our 16-quarter trailing average and their performance, and sets and endowments of under $1 billion policy we were able to distribute each year’s spending rate. In nationwide, we outperformed the more than $29 million in the addition to its chief financial top quartile for the one, five, and community in 2010 – a record- officer, the Foundation utilizes an seven year periods. breaking grantmaking number. outside investment consultant. The Foundation’s asset allocation is diversified and we set high performance standards for We are proud to note that, benchmarked our investment managers. During against foundations and endowments the past decade, the Foundation has increased the proportion of of under $1 billion nationwide, we equity investments and has outperformed the top quartile for the expanded its portfolio to include emerging markets, alternative one, five, and seven year periods.

58 The Rhode Island Foundation 2010 45 45 700

40 40 600 35 35 500 30 30 25 25 400 20 20 300 15 15 200 10 10 5 5 100 0 0 0

54 45 070

04 40 060 53 35 050 03 30 542 425 70400 04 40 02 20 60300 531 315 0520 031 3010 400 525 255 010 020 200 3000 51 51 GIFTS, 2006-2010 ASSETS, 2006-2010200 01 10 100 45 M5 5 700 M $44.2M 40 M0 0 0 600 M $610M 35 M $573M $35.6M $547M 500 M $524M 30 M $31.1M $455M 25 M 400 M

20 M 300 M

15 M $14.4M 200 M 10 M $9.0M 100 M 5 M

0 0 2006 2007 2008 2009 2010 2006 2007 2008 2009 2010

GRANTS, 2006-2010 10% 10% 30%

45 M 15% 40 M 20% 35 M 10% 5% 30 M $29.2M 25 M $27.2M $27.6M Target $25.5M $23.4M Investments Allocation 20 M Domestic Equity ...... 30% 15 M Non-U.S. Developed Markets ...... 20% 10 M Emerging Markets ...... 5% Global Private Equity ...... 10% 5 M Flexible Capital ...... 15% 0 Inflation Hedging ...... 10% 2006 2007 2008 2009 2010 Fixed Income ...... 10%

INVESTMENT PERFORMANCE ALL FOUNDATIONS AND ENDOWMENTS < $1B THE RHODE ISLAND FOUNDATION MEDIAN TOP QUARTILE 1 Year 14.9% 12.5% 13.7% 5 Years 5.6% 4.5% 5.2% 7 Years 7.1% 6.1% 6.8% 10 Years 5.8% 5.2% 5.8%

The charts on this page illustrate gifts to the Foundation, grants to nonprofit organizations, and change in Foundation assets for the five years 2006 – 2010. We also illustrate our diverse asset allocation. Finally, we include our investment returns, net of fees, for the one, five, seven, and ten-year periods as compared to foundations and endowments of under $1 billion.

On page 5 are detailed charts of our grantmaking by sector and fund type.

Annual Report 2010 59 SELECTED FINANCIAL INFORMATION Years ended December 31, 2010 and 2009. Full financial statements are available upon request. Form 990s are available at www.rifoundation.org.

CONSOLIDATED STATEMENTS OF FINANCIAL POSITION UNAUDITED 2010 2009 ASSETS Cash $ 471,861 $ 805,265 Accrued investment income receivable 564,159 731,830 Investments, at fair value 525,516,527 476,649,536 Other assets 14,177,674 12,787,118 Other receivables 18,254,631 18,818,604 Fixed assets, net 4,839,358 5,084,996 Promissory notes receivable 9,616,534 8,660,113

TOTAL ASSETS $573,440,744 $523,537,462

LIABILITIES AND NET ASSETS Liabilities: Accounts payable and accrued expenses $ 929,769 $ 838,494 Grants payable 3,615,078 3,144,411 Charitable trusts 6,765,912 6,065,555 Liability for funds held as agency endowments 24,004,089 21,826,653

TOTAL LIABILITIES 35,314,848 31,875,113

NET ASSETS 538,125,896 491,662,349

TOTAL LIABILITIES AND NET ASSETS $573,440,744 $523,537,462

CONSOLIDATED STATEMENTS OF ACTIVITIES UNAUDITED 2010 2009 OPERATING REVENUES Spending rate and grant income distributions $35,711,864 $31,752,324 Royalties and other income 1,822,710 2,403,420 Contributions for current use 2,429,277 2,278,833

TOTAL OPERATING REVENUES 39,963,851 36,434,577

OPERATING EXPENSES Net grants appropriated 27,923,403 28,102,159 Expenses related to administration, depreciation, and other 7,162,512 6,695,201

TOTAL OPERATING GRANTS AND EXPENSES 35,085,915 34,797,360

INCREASE IN NET ASSETS FROM OPERATIONS 4,877,936 1,637,217

NON-OPERATING REVENUES Contributions for long-term investment 14,304,971 6,241,602 Reinvested investment income and gains 27,964,459 53,758,713 Change in value of investments held in trust 2,060,380 1,718,514 Net assets released from restrictions (2,744,199) (206,026)

TOTAL NON-OPERATING REVENUES 41,585,611 61,512,803

INCREASE IN NET ASSETS 46,463,547 63,150,020

NET ASSETS, BEGINNING OF YEAR 491,662,349 428,512,329

NET ASSETS, END OF YEAR $538,125,896 $491,662,349

60 The Rhode Island Foundation 2010 Foundation hosts Senior Advisor to President Obama Valerie Jarrett

"Anyone who heard the President's State of the Union address knows we are determined to win the future. As he said, we have to out-innovate, out-build, and out-educate our competitors if we want America to stay in first place." – Valerie Jarrett, senior advisor to President Obama

“ e came to listen,” Ms. Jarrett told a small group of Rhode Island’s top business leaders who gathered Won April 27, 2011 at The Rhode Foundation for a dialogue on how the administration can best support business growth in the state. Ms. Jarrett’s visit, part of a White House Business Council listening tour, was co-hosted by the Foundation and the Greater Providence Chamber of Commerce at the request of the Council. More than 100 such roundtables are being held throughout the country this year “to give senior officials an opportunity to hear directly from the business community and engage in meaningful conversation on how best to support their growth and success.” “We want to know what the administration should be The Greater Providence Chamber of Commerce (Laurie White, presi- doing more of,” said Ms. Jarrett, adding, “and what we dent, on far left) and The Rhode Island Foundation (Neil D. Steinberg, should be doing less of.” Agreeing with the group that president and CEO, on far right) co-hosted this roundtable discussion jobs creation at both large and small businesses is critical for Valerie Jarrett (center) with Rhode Island business leaders. to the state's, and the country's future, Ms. Jarrett also noted, “We are eager to figure out how to innovate. We want to create an environment where business can invest and grow. If you win, we win.” Ms. Jarrett is chair of the White House Council on Women and oversees the Offices of Intergovernmental Affairs; Public Engagement; Urban Affairs; and Olympic, Paralympic, and Youth. She worked in both the public and private sector before joining the Obama Administration.

“We want to create an environment where “We want to create an environment where business can invest and grow,” Valerie Jarrett, senior advisor to President Obama, told a business can invest and group of Rhode Island business leaders who gathered at the Foundation to provide input on how the Obama administration grow. If you win, we win.” can best support business growth in the state. Valerie Jarrett, senior advisor to President Obama

Annual Report 2010 61 Board of Directors Fifteen community leaders direct the Foundation; each may serve up to two five-year terms.

and as past national vice-chairman of 1983, Lorne worked on several entre- the United Jewish Appeal. David is a preneurial ventures before establishing a director of Citizens Bank of Rhode Island financial services practice in Providence and Connecticut and a member of the in affiliation with Northwestern Mutual Providence Police Advisory Board. In Life, which honored him in 1998 with its addition to his bachelor's in electrical Community Service Award as the engineering from Rensselaer, he holds nation’s Most Exceptional Volunteer. DAVID M. HIRSCH an M.B.A. from Harvard University. Lorne received the Foundation’s Chairman “Inspiring Partner” award in 2005 and Chairman since January 2009; was the 2007 recipient of Leadership elected by the board of directors in 2003 Rhode Island’s David E. Sweet David Hirsch brings both substantial Leadership Award. financial acumen and leadership in civic affairs to the Foundation, where he has served on the board of directors since 2003 and as chairman since 2009. David LORNE A. ADRAIN held key positions in the wire and cable Elected by the board of directors in 2009 industry before joining Pawtucket Currently on leave of absence Fasteners LLC, where he had been Chairman and CEO since 1972. David is Lorne is managing director of Ballentine FREDERICK K. BUTLER currently the Managing Director of Partners, LLC, a leading national wealth Elected by the board of directors in 2008 Mustang Partners LLC, a private invest- advisory firm. He is founder of National ment firm. He is past associate chairman Neighborhood Day and cofounder of Frederick Butler was vice president busi- of the National Fastener Distributors both Citizens for a Better Providence ness ethics and corporate secretary of Association. A trustee of his alma mater, and Social Venture Partners of Rhode Textron. A native of Erie, PA, he began Rensselaer Polytechnic Institute, chair- Island (SVPRI). Author of four books, at Textron in 1980 and served in various man of both its advancement and gov- including The Most Important Thing I legal and executive positions. In 1997 he ernance committees, and former nation- Know (royalties from all of his books are was named vice president and secretary, al chairman of its annual fund, David donated to charities through three a position he held until his retirement in also is active in Rhode Island philanthro- endowments at the Foundation, where December 2009. He holds his bachelor’s py. He is past chairman of the Miriam he holds five named funds), he is past degree from Harvard University and his Hospital Foundation and served as co- chairman of the Rhode Island Special J.D. from Harvard Law School. Fred, a chairman of the Wheeler School Olympics and of the University of Rhode noted leader in the state, is the former Centennial Fund. He also is past trustee Island (URI) Alumni Association. In 2011, chairman of the Providence Foundation, of National Conference for Community Lorne was named chairman of the a member of the board of directors of & Justice (now Rhode Island for Rhode Island Board of Governor’s for the United Way of Rhode Island, a com- Community & Justice). David’s involve- Higher Education. Lorne is a member of missioner of the Rhode Island Ethics ment in Jewish philanthropy is consider- the URI College of Business Advisory Commission and trustee of Salve Regina able: as past president and campaign Council, and serves on the boards of the University. He serves as Foundation sec- chairman of the Jewish Federation of Harvard Business School Alumni retary and chairs the Foundation’s devel- Rhode Island, as past vice president of Association, Big Picture Learning, and opment committee. the state’s Jewish Community Center, the Business Innovation Factory. After receiving his M.B.A. from Harvard in

62 The Rhode Island Foundation 2010 the immigrant paradox as it is evidenced in US immigrant groups. She is working to uncover the contextual characteristics and processes that support (or undermine) physical and mental health, educational, and behavioral outcomes of first, second, and third generation youth. STEPHANIE DANFORTH CHAFEE Cynthia is a recipient of Progreso Latino's PATRICIA J. FLANAGAN, M.D. Elected by the board of directors in 2008 Leadership in Health Award and in 2007 Appointed by the United Way of Rhode Island Currently on leave of absence was named one of the top 100 most in 2005 Stephanie Chafee, first lady of Rhode influential Latinos in the US by Hispanic With a professional focus on “the Island, founded the Rhode Island Free Business. In 2009 she was the recipient of dynamics of adolescent motherhood,” Clinic in South Providence, which provides a lifetime contribution award from the Dr. Flanagan is director of the Teens with primary and preventative medical care to Society for Research in Child Tots Clinic at Hasbro Children’s Hospital, uninsured individuals. She is co-founder of Development. Cynthia is chair elect of the which provides social services and med- Women Ending Hunger, which partners Society for Research in Human ical services to 300 mothers under age with the Rhode Island Community Food Development and is primary author of 16 and their babies, following their lives Bank to find innovative ways to alleviate Immigrant Stories: Ethnicity and for up to five years. She is the chief of hunger. One of the first registered nurses Academics in Middle Childhood, clinical affairs for the department of in Rhode Island to administer exclusively published in 2009 by Oxford University pediatrics at Hasbro Children’s Hospital to people infected with HIV/AIDS through Press. and a professor of pediatrics at Brown the Brown University AIDS program in the Medical School. Born in Warwick, Dr. late 1980s, Stephanie also advocated for Flanagan earned an undergraduate people with AIDS through her affiliation degree from Cornell University and her with Sunrise House, which provides indi- doctor of medicine from the State viduals infected with AIDS a permanent University of New York, Buffalo. She is home. She has served on the boards of the current president of the Rhode Miriam Hospital, Rhode Island Hospital Island chapter of the American Academy and Rhode Island Hospital Foundation, of Pediatrics. Her extensive community MARY W.C. DALY and the Rhode Island Zoological Society. Elected by the board of directors in 2011 involvement includes board membership Stephanie earned her B.S. in nursing of the Rhode Island Medical Legal from Boston University and her M.B.A Polly Daly enjoyed a distinguished career Partnership for Children and helping with a concentration in health care man- in international banking, retiring in 2007 found the Rhode Island Teen Pregnancy agement from the University of from the Royal Bank of Scotland, where Coalition, recently incorporated as The Connecticut. She holds an honorary she was Managing Director and Head of Rhode Island Alliance. Doctor of Humane Letters from the Corporate Credit, Americas. She returned University of Rhode Island. to Rhode Island in 2008 and currently serves as a trustee of Community Preparatory School, as treasurer of the Harvard Business School Association of Southeastern New England, and on the investment committee of the Episcopal Diocese of Rhode Island. Prior to joining the Foundation board, she served on its THE HONORABLE MAUREEN MCKENNA finance committee. Polly earned her GOLDBERG CYNTHIA GARCÍA COLL, PH.D. bachelor’s degree in Economics from Appointed by the Chief Justice of the Supreme Elected by the board of directors in 2003 Brown University and her M.B.A from Court in 2003 Cynthia García Coll successfully combines Harvard Business School. Polly and her Justice Goldberg has devoted virtually a career of both academics and activism. husband, Robert Daly, are members of her entire professional career to public A professor of education, psychology, Grace Church where Polly serves on the service, having served as a justice of the and pediatrics at Brown University, her Church outreach committee. Polly’s board Superior and Supreme Courts for more current curriculum vitae boasts more than appointment marks the continuation of a than twenty years. She joined the 30 pages of publications, presentations, long tradition of family involvement with Supreme Court in 1997, having been and grants in her chosen fields. She is the the Foundation. Her father, John Wall, appointed as a justice of the Superior former editor of Developmental was a Foundation director from 1994 to Court in 1990 and an assistant attorney Psychology, a major journal in her field. 2005 and today serves on the general before that, interrupted only by Cynthia's current scholarship focuses on Foundation’s development committee. practicing privately from 1985-1990.

Annual Report 2010 63 She is or has been co-chairwoman of August 2004. President Machtley, a rec- the Supreme Court Committee on the ognized community and business leader, Future of the Courts, the Law Day is past president of the Rhode Island Committee, and chair woman of the Public Expenditure Council and is cur- Supreme Court Indigent Defense Task rently the President of AICURI Force. Justice Goldberg was former (Association of Independent Colleges member and chair of the board of and Universities of Rhode Island) and sits trustees of her alma mater, St. Mary MARIE J. LANGLOIS on several corporate and nonprofit Academy Bay View, and is a member of Elected by the board of directors in 2011 boards. A graduate of the U.S. Naval the board of Phoenix Houses of New Marie Langlois was managing director of Academy, he served on active duty in England. She was named “Citizen of the Washington Trust Investors where she the U.S. Navy and retired as a captain Year” by the Rhode Island Trial Lawyers served as an advisor and portfolio man- from the U.S. Naval Reserves in 1995 Association, and was the 2005 recipient ager to individuals and institutional after 25 years of service. President of the Ada Sawyer Award from the clients. Prior to that, Marie worked at Machtley, who earned his law degree Rhode Island Women’s Bar Association. Fleet National Bank where she rose to from Suffolk University, was a United Maureen chairs the Foundation's audit senior vice president and manager of States Congressman for Rhode Island committee. personal financial services. A 1964 grad- from 1988 to 1995. He has been mar- uate of Brown University and recipient ried to Kati Machtley for 40 years. He of an honorary doctor of laws in 1992, chairs the Foundation's nominating and Langlois served as a University trustee corporate governance committee. and as vice chancellor of the Brown Corporation from 1998-2007. Marie has a long record of philanthropy and community service. She currently sits on the EDWARD O. HANDY III boards of Lifespan, Salve Regina Elected by the board of directors in 2011 University, Rhode Island Philharmonic and Music School, Public Radio of RI, Ned Handy, a veteran banking industry and Tockwotton Home, and she is a executive and community leader, is pres- CYNTHIA S. REED member of the Champlin Foundations ident of Citizens Bank Rhode Island and Elected by the board of directors in 2007 distribution committee. She has also Connecticut. He was previously presi- Cynthia Reed is president and chief exec- served as a trustee of the Providence dent of Citizens’ subsidiary, Charter One utive officer of LTR Holdings, LLC, a pri- Public Library and a member of the in Ohio. Prior to that, Ned spent nearly vately-owned firm providing strategic Diocese of Providence investment com- 10 years at Fleet Financial Group where consulting services to new and estab- mittee. She received her M.B.A. from he held positions in commercial real lished companies. Previously, she was Harvard University and is the past presi- estate lending and in the managed asset senior vice president and general counsel dent of the Harvard Business School division before joining Citizens in 1995 of Hasbro, Inc., and earlier was with Association of Rhode Island, as well as as a commercial banker. A graduate of Edwards Angell in Providence. She is an the Providence Society of Financial Brown University with a bachelor's angel investor and founding member Analysts and Home Health Services of degree in urban studies, Ned is active in of the Cherrystone Angel Group in Rhode Island. the Rhode Island community. He serves Providence. Cynthia currently is a director on the boards of Crossroads Rhode of Delta Dental of Rhode Island, the East- Island, Delta Dental of Rhode Island, the Side/Mount Hope YMCA, and Women & Providence Foundation and the Greater Infants Hospital, where she is secretary Providence Chamber of Commerce, and and chair of the compensation commit- is a member of the Providence College tee. She is also a corporator of Ocean President’s Council and the Rhode Island Point Financial, Inc. Cynthia graduated Commodores. In Ohio, Ned was active from Wellesley College as a Wellesley on several boards, including Greater THE HONORABLE RONALD K. MACHTLEY Scholar and is a member of Wellesley’s Cleveland Partnership, United Way of Elected by the board of directors in 2007 Business Leadership Council. She received Greater Cleveland and Neighborhood Ronald K. Machtley became the seventh her J.D. from Northeastern University and Progress, Inc. Ned lives in East president of Bryant University in June is a member of the Rhode Island and Greenwich with his wife Polly and their 1996. He is credited with having the Massachusetts Bars. Cynthia chairs the three children. vision to dramatically improve Bryant Foundation’s finance committee. University’s facilities, academic programs, residential campus life, and technology, resulting in its becoming a university in

64 The Rhode Island Foundation 2010 Group (now Bank of America) before PAST BOARD MEMBERS retiring in 2004 as a corporate executive Member Years Served vice president. Among the highlights of Charles V. Chapin 1917-1927 her banking career were terms as chairman, chief executive officer, and presi- William P. France 1917-1928 dent of Fleet Bank Rhode Island and Mary B. Steedman 1917-1929 Fleet Bank of Maine. Currently, she is a William L. Hodgman 1917-1935 KEITH W. STOKES trustee and the immediate past chair- Henry D. Sharpe 1917-1951 Appointed by the governor of Rhode Island man of the board of Women & Infants Albert D. Mead 1929-1933 in 2010 Hospital in Rhode Island, and is chair- John Nicholas Brown 1930-1972 Keith Stokes is executive director of the man emeritus and governor of the Boys Walter A. Edwards 1933-1964 Rhode Island Economic Development and Girls Clubs of America. Additionally, Percival de St. Aubin 1933-1940 Corporation. Previously, he served as she serves on the boards of publicly held G. Maurice Congdon 1935-1961 and privately owned companies. Anne executive director of the Newport County Alfred K. Potter 1936 grew up in Rhode Island and graduated Chamber of Commerce. He is Chairman Arthur H. Ruggles 1940-1958 from Colby College in Maine. She is the of the Board of the Quonset Thomas P. Hazard 1951-1963 Development Corporation and has previ- recipient of many awards and five hon- Margaret Kelly 1958-1965, ously served on the boards of the orary degrees. She and her husband, 1970-1973 Preservation Society of Newport County, Michael, live in Providence. the Business Development Corporation of G. William Miller 1963-1977 Rhode Island, and the Touro Synagogue Bancroft Littlefield 1964-1989 Foundation. He is an overseer of Roger Joseph J. Baker 1966-1970 Williams University, vice chair of the Andrew M. Hunt 1972-1987 Newport Redevelopment Agency, and Norman M. Fain 1972-1987 serves as an advisor to the National Trust Frank Licht 1973-1987 for Historic Preservation. Keith earned an Erskine N. White, Jr. 1977-1986 undergraduate degree from Cornell NEIL D. STEINBERG Patricia H. Blackall 1972-1990 University and a master’s degree from the President & Chief Executive Officer Robert H.I. Goddard 1960-1994 University of Chicago. He has received The Rhode Island Foundation William H. Heisler III 1987-1996 numerous honors and awards, including Neil, appointed as the Foundation’s Paul J. Choquette, Jr. 1987-1997 the United States Small Business fourth president and chief executive offi- Administration Rhode Island Small Edward L. Maggiacomo 1987-1997 cer in May 2008, came to the Foundation Business Advocate for 1997, the Rhode B. Jae Clanton 1989-1998 from Brown University, his alma mater, Island Council for the Humanities Melvin Alperin 1987-1999 where he served for four years as vice Creative Achievement in the Humanities Ann Conner 1991-2000 president of development and director of Award, Rhode Island for Community & Norman E. McCulloch 1994-2002 the most successful fundraising campaign Justice Community & Justice Award, and Florence K. Murray 1998-2002 in the University’s history, which raised the Omni Development Corporation more than $1.6 billion. For three decades Ruth Simmons 2002 Affordable Housing Community prior to joining Brown, Neil worked for John W. Wall 1994-2004 Development & Preservation Award. FleetBoston Financial, where he rose to Pablo Rodriguez M.D. 1994-2005 the position of chairman and chief execu- Margaret G. Leeson 1997-2006 tive officer of Fleet Bank Rhode Island. A Elizabeth Z. Chace 1998-2006 community leader who has frequently Ronald V. Gallo, ex officio 1993-2007 answered the call to service, Neil is co- Walter R. Stone, Esq. 1998-2007 chair of Rhode Island’s Race to the Top Carol J. Grant 2002-2008 Steering Committee and serves on a George Graboys 1999-2008 number of civic boards, including the Benjamin G. Paster, Esq. 2007-2009 trustees of the Greater Providence M. ANNE SZOSTAK Peter S. Damon 2001-2010 Elected by the board of directors in 2006 Chamber of Commerce, the Brown Anne Szostak, president and CEO of University Civic Leadership Council, the Szostak Partners, LLC, is a management Providence Foundation and the Rhode consultant and executive coach who Island Commodores. Neil was named advises senior leaders on governance, Hispanic American Chamber of talent, and succession issues. Prior to Commerce Corporate Leader of the Year founding her own company, Anne spent in 2004, and inducted into the Brown 31 years with Fleet/Boston Financial University Hall of Fame in 2007.

Annual Report 2010 65 2010 Volunteer Advisors 300 Rhode Islanders served on Foundation committees to help guide our governance, investment and grantmaking decisions. We deeply appreciate their expertise and dedication.

The following is a list of NOMINATING AND Darren Lopes EQUITY ACTION board committees and CORPORATE GOVERNANCE Lloyd Monroe CAMPAIGN COMMITTEE advisory groups for COMMITTEE Keith Stokes The Honorable David Cicilline, honorary chair Foundation initiatives: The Honorable Walter Stone Ronald K. Machtley, chair Michael Van Leesten Sally Lapides, chair AUDIT COMMITTEE Frederick K. Butler Guy Abelson BPI CAMPAIGN COMMITTEE Peter S. Damon Peter S. Damon Phyllis Arffa David M. Hirsch, ex-officio David M. Hirsch, ex-officio George Graboys, Curt Columbus honorary chair Neil D. Steinberg, ex-officio Neil Steinberg, ex-officio Mark Connolly Linda Newton, co-chair Donna D’Aloia PROFESSIONAL ADVISORY DEVELOPMENT COMMITTEE Walter R. Stone, co-chair Edythe M. De Marco COUNCIL Frederick K. Butler, chair Manny Barrows Jim DeRentis Reviews and recommends Noreen Andreoli Frederick Butler Joyce Dolbec policies and outreach to the Karin Aukerman Steven Craddock Christine Edmonds Gilbert Conover state’s professional legal, Antonio DaSilva Renee Evangelista Peter S. Damon tax, and financial advisors Jason Fowler Michael Evora Melissa Husband Mark E. Felag Richard Gladney, chair Jim Fortier Gertrude Jones Patricia J. Flanagan, MD James Aukerman The Honorable Beverly Ledbetter Linda McGoldrick Mary Bernard Gordon D. Fox Darren Lopes Alfred K. Potter, II Leon Boghosian Ann-Marie Harrington Lloyd Monroe Anne F. Sage Joanne Daly Stephen Hourahan Keith Stokes Phoebe Salten Robert Kalander Lise Iwon Michael Van Leesten Eric R. C. Smith John Leary Peg Langhammer Janette Talento Ley Walter R. Stone Lillian Magee Lloyd EQUITY ACTION W. Lynn McKinney David M. Hirsch, ex-officio William Maloney ADVISORY COUNCIL Nancy Markham Neil D. Steinberg, ex-officio Joseph Marion, III Sally Ann Hay, co-chair Edwin Pacheco Jason P. Marshall W. Lynn McKinney, co-chair FINANCE COMMITTEE Benjamin Paster Stephen O'Neill Guy Abelson Cynthia Reed, chair Louis Raymond Robert Oster Judith Anderson Lorne A. Adrain The Honorable Jean Saylor Sarah Bowman Meredith A. Curren Elizabeth Roberts David J. Syner Ken Fish Mary W.C. Daly Marc Streisand Robert Tingle, Jr. Susan Gershkoff Kenneth N. Kermes Susan Symonds Robert Victor Alexis M. Gorriarán David M. Hirsch, ex-officio Joe Wilson, Jr. Michael Grabo Neil Steinberg, ex-officio BPI STEERING COMMITTEE Alex Zima Carlos Hernandez Hon. Edward C. Clifton, EQUITY ACTION INVESTMENT COMMITTEE co-chair Martha Holt GRANT COMMITTEE Peter S. Damon, chair Linda Newton, co-chair Janet Isserlis Angela Mazaris, co-chair Lorne A. Adrain Manny Barrows Barbara Margolis Judith Anderson, co-chair Frederick K. Butler Frederick Butler Ted Ngo Ken Fish Jerrold Dorfman Steven Craddock Daniel Scott, III Susan Gershkoff Charles P. Lee* Antonio DaSilva Maria Tocco Michael Grabo Mary Lovejoy Jason Fowler Carlos Hernandez Nancy Mayer Armeather Gibbs Martha Holt Donald Quattrucci George Graboys Janet Isserlis David M. Hirsch, ex-officio Melissa Husband *deceased Gertrude Jones Beverly Ledbetter

66 The Rhode Island Foundation 2010 NEWPORT COUNTY FUND Nancy Corkery Christine Jenkins Elinor Rosevear ADVISORY COMMITTEE Sue Coughlin Deborah Johnson Antonio Sánchez James L Wright, chair Joan Countryman Victoria Johnson Patricia Sanford Cheryl L. Abney Isabel Coyle Beverly Kenney Jay Schachne Abigail Brooks Dennis Crawley Kenneth Kermes Howard Schachter Peter S. Damon Ellie Dain Daniel King Alfred Sculco Elizabeth Finn James D’Ambra Judy King Edward Servello June Gibbs David D’Amico Albert Klyberg Zahir Shaikh David S. Gordon Monica Darcy Curtis Koren Roberta Sherman Katherine Irving Robert DeBlois Mimi Krakoff Michael Shields Mary C. Johnstone Luis DelRio, Jr. Jay Lacouture Els Shine William F. Lucey, III Sandra DelSesto Brian Larkin Raymond Simone Leland R. Merrill, Jr. Penelope Dennehy Stephen Lassonde Nancy Sincoski Emily Murphy, Esq. Nicholas DePetrillo Marion Leddy Robert Sirhal Arthur Sampson Michelle DePlante Jeffrey Liguori Mary Alice Smith William E. West John Desmarais Ralph Malafronte Richard Smith C. Rick Devin Luisa Maloof Robert Smith We are grateful to these Melissa Devine Marta Martinez Mary Ann Sorrentino volunteers, who served Barbara Dickinson Sandy Matook Lillian Sparfven Esther Diggins The Honorable Maureen Catherine Sparks the Foundation as advisors Donna DiMichele McKenna Goldberg Cathy Speer on scholarship and other Michael Doyle Leslie McKnight Kerrie Spier committee advised funds. Gail Dromgoole Holly McLear Gwenn Stearn Michael Akkaoui Benjamin Edwards Lucinda Mellor-Neale Randall Steere Kathleen Alperin Marilyn Edwards Angelo Mendillo Joyce Stevos Melvin Alperin Robert Edwards, Jr. Nancy Mendizabal Barbara Strasser Patty Alperin Anne Ejnes Charlotte Metcalf Kristen Stringfellow Jane Anthony Grace Eudenbach Lucy Metcalf Joseph Swift Roxanne Archibald Betty Faella William Metz Lawrence Taft Peter August Gloria Fairbanks David Milner David Tedeschi Toby Ayers Anthony Ferraro Ginger Milner Warren Teixeira Peter Bancroft Timothy Flanigan Adrian Mitchell John Terry Susan Bellaire Mary Flynn James Mitchell Donna Trinque Dante Bellini, Jr. Francyne Fontaine Maureen Moakley Brian Van Houwe Margaret Biszko William Forsstrom Kevin Murphy Charlie Vandemoer Nancy Bredbeck Scott Fowler G. Scott Nebergall Ruth Vann Wendie Brennan Rupert Friday Gretchen Needham Elizabeth Vargas Sherilyn Brown Philip Friend Dana Newbrook Deborah Ventresca Wendy Bucci Lewis Gaffett Linda Newton Zhanna Volynskaya Patricia Campellone Nat Gaffett Maureen Nolan Thomas Walsh Ronald Caniglia Victor Gaspar Lorraine O’Connors Charles Walton Elaine Capobianco Marie Ghazal Anne Ott Carol Wardwell Tony Carlone Betty Gilbert John Palumbo Alfred Weisberg Gail Carney Lori Greenleaf Elaine Perry Walter Wilks Mario Carreno David Gregg Marie Petrarca Rosemary Wilson Nancy Carriuolo Margot Grosvenor Blake Phelan Steve Winsor Martha Starkey Castro Denise Guernon Michele Phelan Judy Wood Sandy Champion Robert Guernon Donna Policastro Paul Wright Susan Church Joan Haas Steve Porter Otis Wyatt, Jr. Robert Civetti Gail Hall Frances Prescott James Wyman Michael Coan Leonard Hanson Janice Primiano Amy Young David Cochran H. Dennis Heinz Robert Reichley Carol Young Charles Cofone Robert Hoffman Susan Reise Cornel Young, Sr. Janet Coit Cathy Holmstrom Roberta Richman Arthur Zarrella Clarkson Collins Roberta Hopkins Philip Rivers Melvin Zurier Jay Conway John Jacobsen Nancy Roberts Robert Cooke Theodore Jakubowski Olivia Rodrigues

Annual Report 2010 67 Current Staff

OFFICE OF THE PRESIDENT GRANT PROGRAMS COMMUNICATIONS & MARKETING Neil D. Steinberg Owen Heleen Melanie Coon President & CEO Vice President for Grant Programs Vice President for Communications & Lauren Paola Adrian C. Bonéy Marketing Executive Assistant to the President & CEO Grant Programs Officer Kerrie Bennett Jessica David Tina Donate Senior Communications Officer Director of Strategy & Planning Grants Administrator Jean E. Cohoon Beverly A. Guay Senior Communications Officer DEVELOPMENT Administrative Assistant Jamie Hull Carol Golden Denise M. Jenkins Administrative Assistant Executive Vice President & Chief Grant Programs Officer Development Officer FINANCE & ADMINISTRATION Daniel Kertzner Joyce M. Botelho Grant Programs Officer Michael Jenkinson Philanthropy Officer, Newport County Fund Senior Vice President for Finance & Yvette M. Mendez Administration/CFO Gail A. Ginnetty Grant Programs Officer Senior Development Officer Louis Capracotta, III Inés Merchán Facilities Manager Pamela Tesler Howitt Grant Programs Officer Senior Development Officer Raymond J. DeCosta Libby W. Monahan Senior Staff Accountant Alison Jackson Funds Administrator Development Associate Maeghen Denis Jennifer Pereira Administrative Assistant Zeldy Lyman Grant Programs Officer Development Officer Kathleen Malin Elaine Saccoccia Director of Technology Shonté McDowell Administrative Assistant Donor Services Associate Jeanine Marshall Paula O’Brien INITIATIVE FOR NONPROFIT Administrative Assistant Administrative Assistant EXCELLENCE Bryant Phillips James S. Sanzi, Esq. Jill Pfitzenmayer, Ph.D. Database Administrator Senior Development Officer Director of the Initiative for Nonprofit Jennifer Reid Pauline M. Turenne Excellence Controller Administrative Assistant Candice De Los Reyes Diane Rodgers Initiative for Nonprofit Excellence Program Office Manager Associate Joe Santos IT Technician Bill Smith Maintenance Technician

68 The Rhode Island Foundation 2010 Table of Contents