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GHF 2001 Report

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GHF 2001 Report Table of Contents Message from the Chairman & President . 2 New Funds . 19 Grants . 3 Funds before 2000 . 22 Arts & Humanities . 4 GHF vs. Private Foundation . .35 Community Development . 6 Project Reports . 36 Education . 8 Whitaker Foundation Regional Program . 38 Environment . 10 Regional Foundation Reports . 40 Religion . 11 The Legacy Society . 42 Health & Human Services . 12 List of Donors . 44 Scholarships . 15 Leadership . 46 Applying for a Grant . 17 Staff . 47 Pie Charts . 18 Governing Body . 48 ContentsFunds . 18 Message from We continued our growth in 2000: in the assets that we manage, in the grants we made, in our ability to address community needs, and in the the Chairman and President number of people we touch as we pursue our theme that The Greater Harrisburg Foundation is for everyone. We received the largest contribution in our 80-year history and in doing so, demonstrated a new level of maturity and sophistication in designing solutions for a donor’s needs. The transaction included a series of charitable lead and remainder trusts as more fully set forth elsewhere in this report. We marvel that the amount involved – $2.7 million – was equal to almost one half of what our total assets were less than six years ago. Total new contributions to the Foundation amounted to $3.4 million; combined with the $3.3 million in new split interest trust funds, we received a total of $6.7 million in new assets during the year. The Whitaker Foundation, a leading national foundation in bio-medical engineering, designated us to be the administrator of their Harrisburg Area Regional Grant Program in the areas of math and science curriculum change and economic self-sufficiency. The initial term of the agreement expires in mid 2002, but we are diligently working to insure that we maintain this relationship until The Whitaker Foundation closes its doors in 2006. This is a very important step forward for The Greater Harrisburg Foundation, involving grant monies of $1.5 million per year for the math and science program and $500,000 per year for the economic self- sufficiency program. We are grateful for the confidence The Whitaker Foundation has demonstrated in our abilities to represent them. Every year the Council on Foundations, the leading national trade group for foundations, conducts a survey of investment results for the country’s community foundations. We are proud to report that for the two-year period, the three-year period, and the four-year period, all ending on December 31, 1999, our corporate funds were #1 in performance in the US out of more than 150 report- ing foundations. Our investment performance dur- ing 2000, approximately -10%, considerably lagged the unusually high returns of the late 1990s as most sections of the financial market struggled. Grants 2 Grants If there is a silver lining to this weak investment performance, it is in particular, Delta Dental of Pennsylvania Smilin’ Kids Program, Equality our foresight to adopt a five-year blended market average for calculating for Gays and Lesbians, and the Area Coalition on Homelessness. the amount of monies we have available for our grantmaking. Under Many of those projects involve our role as a convenor. We were also our spending policy, we have not expended all of those unusually high honored to exercise that role when we hosted the Kresge Foundation, a investment gains we made in the 1996-1999 period and some of those major national funder, to explain its grantmaking program to over 100 amounts are available for distribution in 2001 and the years beyond. nonprofit organizations in the region. We continue to believe that the investment policy and the accompanying spending policy we adopted in 1996 is one of the great strengths that Dr. Claude Nichols and John Sharpe retired from the Distribution GHF has and we want to commend the Investment Advisory Committee Committee after many years of distinguished service. We wish them under the leadership of Connie Siegel for its continued fine work. both well. We extend our welcome to two new Distribution Committee members: Leonardo Herrada and Robert Zullinger. Among our fastest growing components are our regional foundations: Camp Hill Community Foundation, Franklin County Foundation, We hired two new employees: Bernadette Schoch, Program Officer, to Mechanicsburg Area Foundation, and Perry County Community administer The Whitaker Foundation Regional Grant Program, and Foundation. It's wonderful to work with such energized individuals who Shelly Myers, Ph.D., as Director of Development. They, with the other are on the advisory boards for these groups of component funds, and members of the staff, Bryan Wilt, Controller; Lisa Sloane, Program who are carrying the community foundation message to their respective Officer; and Dawn Morris, Program Assistant, made invaluable locales. While we have not yet established a formal regional contributions to our success. foundation in Lebanon County, we continue our outreach efforts there. We save the hardest for last and that’s to again formally say good-bye to We were delighted that Family and Children’s Services of Lebanon Sandy Pepinsky, who retired after 13 years with the Foundation. County agreed to their scholarship endowment becoming a donor- For many years, she was responsible for coordinating the preparation of advised fund of The Greater Harrisburg Foundation. Our thanks go to this Annual Report. She was the glue that held us together. We are Distribution Committee member John Synodinos, who let us know of coping without her, but we want her and all to know that we firmly the opportunity to secure this $1 million fund. We are hopeful that this believe this Foundation would not be where it is today without her loyal is just the start of many good things to come from the foundation’s and faithful service. relationship with the citizens of Lebanon County. We thank all of our donors, Distribution Committee members, staff, You will read at length elsewhere in this report about the grants the volunteers, and the community for their support in making The Greater Foundation made during 2000. Under the wise leadership of Harrisburg Foundation’s first year of the new millennium one of which Distribution Committee member Hal McInnes, as well as that of our we are very proud. Regional Foundation Advisory Boards, we are growing in our ability to target discretionary funds to community programs that need them the most. While we are pleased to have made 90 discretionary grants totaling $283,385 in 2000, discretionary grant requests of $1,101,721 exceeded our giving capacity by more than 4 to 1. Clearly, one of our major goals is to increase the amount we have available for discretionary grantmaking. We made good progress during the year on a number of our major Janice R. Black, President/CEO projects: the Capital Area Early Childhood Training Institute, AIDS in William Lehr, Jr., Chairman the community in general and in the African-American community in The Greater Harrisburg Foundation awards grants Religion grants and scholarships are made from in seven fields of interest: donor-advised and restricted funds only, while Arts & Humanities grants made in these broader categories come from Community Development area of interest and unrestricted funds, collectively Education known as discretionary funds, as well as from Environment donor-advised and restricted monies. With this Health & Human Services wide range of topics for donors, almost any Religion charitable activity can be supported. Scholarships 3 Arts & Humanities Founded in 1989 by a group of volunteers seeking to establish a premier exhibition and art education space, the Susquehanna Art Museum showcases museum-quality works of art by international, national and regional artists. The Foundation’s $5,000 grant to the Museum’s 21st Century Capital Campaign supported the facility renovations designed to meet museum standards. Located at 301 Market Street in Harrisburg, the museum’s year-end exhibit featured Paper + Finland = Art. ArtsThe Greater Arts & Humanities & Hu Harrisburg Foundation Grants, 2000 Recipient Grant Amount Recipient Grant Amount Allied Arts Fund ■ ◆ ❏ ▼ $9,340 Harrisburg Opera Association ▲■▼ $2,150 Art Association of Harrisburg ◆ ❏ 943 Harrisburg Shakespeare Festival ◆ 1,500 Caledonia Theater Company ■ 1,000 Harrisburg Symphony Association ●■ ◆❏▼ 11,872 Cantate Carlisle ▲ 1,000 Hershey Symphony Orchestra ▲ 1,500 Central Pennsylvania Youth Ballet ▲ 2,500 Market Square Concerts ◆ 1,000 Citizens for the Arts in PA ■ 500 Mechanicsburg Museum Association ● 1,637 Concertante ■◆▼ 850 MetroArts ◆ ❏ 3,879 Cumberland Dance Company ▲ 2,500 MetroArts Fund ▼ 5,000 Cumberland Valley School of Music ■ 1,500 Music at Gretna Fund ❏ 63 Danzante ■◆ 200 Music at Gretna, Inc. ▲■ 1,100 Friends of Fort Hunter, Inc. ■ 250 NGOZI Incorporated ▲ 3,000 Friends of the State Museum ❏ 9,284 Open Stage of Harrisburg ❏ ◗ 845 Green Ridge Elementary School ▲ 1,500 Opera Outreach Fund ❏ 29 Gretna Productions, Inc. ▲■ 3,100 PA Youth Music Theatre ◗ 315 Gretna Theatre ● 1,229 Perry County Council of the Arts ▲ ◆ 5,800 Habitat for Humanity Perry County ▲ 3,000 Susquehanna Art Museum ● ▲ ◆ 73,184 ● = Restricted Fund ▲ = Discretionary Fund ■ = Donor-Advised ◆ = In and Out Fund ❏ = Organizational Fund ★ = Special Project ▼ = Provisional Fund ◗ = Committee 4 manities Recipient Grant Amount Theatre Harrisburg ■ ◆ ❏ $7,178 West Shore Symphony Orchestra ◗ 315 Whitaker Center for Science and the Arts ● ▲ ■ ❏ ▼ 81,686 Whitaker Center for Science and the Arts Fund ◆ 2,500 TOTAL $243,249 “To get the most out of life, plant in your mind seeds of constructive power that will yield fruitful results.” –Grenville Kleiser 5 Community Development The Halifax Area Historical Society was awarded a grant of $2,500 from the Foundation to repair and paint the bell tower of the Halifax Historical Society Building. The building was constructed in 1851 as a Methodist church and the bell tower restoration and repair will emulate the original in beauty and design.
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