Connecticut Bar Foundation Board of Directors

IOLTA “During 2009, the LEADERSHIP BANKS THE CONNECTICUT BAR FOUNDATION Connecticut Fair During this time of 2009 ANNUAL REPORT Housing Center historically low interest continued to challenge rates, these banks have volunteered to pay a net the entrenched housing yield that is higher than • Seated (l-r) Peter Arakas, Timothy S. Fisher, Hugh C. Macgill, Sandy Klebanoff, D. Larkin Chenault • Back row (l-r) segregation so prevalent the yield they are required Robert M. Langer, James T. Shearin, Christine O. Morgan, Ingrid L. Moll, Hon. Anthony V. DeMayo, Bruce R. Peabody, Quintin to pay on IOLTA. The Johnstone, Brad Saxton, Frederic S. Ury, John R. Logan, Kate Stith, Ralph J. Monaco, Jeremy R. Paul, Hon. Raymond R. Norko, in Connecticut. The Connecticut Bar Founda- Amy Lin Meyerson, Joseph D. D’Alesio, Toni Smith-Rosario tion was proud to honor Officers Joseph D. D’Alesio Hon. Raymond R. Norko Dean Harold Hongju Koh Staff Center also provided the Platinum and Leader- Hugh C. Macgill, Rosemary E. Giuliano Bruce R. Peabody (through 6/09) Sandy F. Klebanoff, President Beverly J. Hodgson (as of 3/09) Dean Jeremy R. Paul Executive Director ship Banks for helping to Timothy S. Fisher, (through 2/09) Louis R. Pepe Dean Robert C. Post Elizabeth Drummond, legal assistance Connecticut Legal Services, Inc. (CLS) provide legal services for Vice President Robert M. Langer Ted M. See (as of 6/09) Assistant Director Connecticut Fair Housing Center, Inc. (CFHC) William H. Trachsel, John R. Logan James T. Shearin Hon. Chase T. Rogers Anne E. Goico, to homeowners in 1 Patricia was in an abusive relationship. After one particularly violent low-income households in Treasurer Patricia McCoy (as of 2/09) Dean Brad Saxton Finance Director “Maria” was at risk of losing her apartment of 4 /2 years when she episode, Patricia’s husband was arrested, and she moved into a domestic vio- crisis throughout Con- D. Larkin Chenault, Amy Lin Meyerson Toni Smith-Rosario Margaret M. Wittig, foreclosure by producing attempted to use a Section 8 voucher to pay her rent. When she received necticut at the Founda- Secretary (as of 3/09) Kate Stith Directors Emeriti Program Coordinator Ingrid Moll (as of 2/09) Frederic S. Ury Phillip I. Blumberg Katilyn Carling, the voucher, she contacted her landlord about using it to pay her current lence shelter with their two children. She obtained a restraining order, and a guide for homeown- tion’s Annual Reception. Board of Directors Ralph J. Monaco Hon. Anthony V. Administrative Assistant rent. Although her landlord owned her apartment and managed numerous the shelter referred her to CLS for help in divorcing her husband and retain- Peter Arakas (as of 4/09) Christine Owens Morgan Ex-Officio Directors DeMayo Gina J. Casella, ing custody of her two children. Patricia wanted to ensure that her husband’s Platinum Leadership Bank Livia D. Barndollar John Motley Peter Arakas Quintin Johnstone Assistant ers in foreclosure which others, office staff claimed to be unfamiliar with Section 8. After weeks (as of 7/09) (through 3/09) (through 4/09) Alex Lloyd •Rockville Bank of failed attempts to resolve the matter with her landlord, Maria sought visitation with their children be supervised because she was afraid that he James E. Bowers William H. Narwold D. Larkin Chenault George Schatzki has already gone into would lose his temper and hurt them. She wanted a court order requiring her Leadership Banks (through 2/09) (through 2/09) help from the CFHC. As a result of the Center’s intervention, not only its second printing. Our was Maria able to keep her apartment, but her landlord was required to husband to attend anger management and drug addiction services. Patricia •Citizens Bank of Report of President Hugh Macgill and Executive Director Sandy Klebanoff Connecticut pay damages and attorney’s fees and undergo fair housing training. had been accepted at a university in a nearby state and wanted to complete IOLTA receipts hit an all time violence obtain protective orders, helps the legal services agencies we support staff, fully committed her college education. Her CLS attorney helped her file for a divorce, which •The Connecticut Bank low in 2009, reduced to $4,085,000 keep people in their homes and helps alive and vigorous (if a bit wounded), and Trust Company from $20,764,522 in 2007, a reduction protect the elderly and others from be- owing in significant part to the work included supervised visitation when her husband met with their children, and to the Center’s mission, •Connecticut Community of 80.33%. This decrease, together ing victimized.” of the Foundation’s overextended and a request for interim orders allowing her to relocate in order to complete her Bank, N.A. with the loss of the $1 million Judicial Our thanks go to the hundreds of undercompensated professional staff. Branch Grants-in-Aid, caused the James W. Cooper Fellows who embody Their commitment and tireless labor, continues their innova- Cy Pres college education. Patricia appreciates the support and help she received dur- •Hudson Valley Bank, N.A. Foundation’s Board of Directors to re- and support the Foundation’s mis- time and again, have kept the Founda- Acknowledgements ing this difficult time, and without the help of CLS, she doubts that she could •New Alliance Bank duce IOLTA grants 50% and eliminate sion. The leadership, enthusiasm, and tion on track and effective. tive and impressive work the state grant in the last two quarters. dedication of Peter Arakas, Dean Brad The Foundation gratefully acknowledges an $80,000 cy pres distribution have made it through this situation. •Salisbury Bank & On the bright side, through the efforts Saxton, and Bill Logue are an inspira- Postscript from Hugh Macgill which is made possible in from the class action settlement of In re Publication Paper Antitrust Litiga- Trust Company of many friends and supporters of legal tion to all. Responsibility for giving away •Savings Bank of Danbury services for low income residents, the We thank Jim Bowers, Bev money, enviable to all appearances, part by IOLTA, Judicial tion, No. 3:04 MD 1631 (D. Conn.), and a $33,959 cy pres distribution •Sovereign Bank legislature and the governor helped Hodgson, Norm Janes, Dean Harold becomes less enviable when the money from the class action settlement in In re Polychloroprene Antitrust Litigation, IOLTA / IOTA / JBGIA / CFGIA New England meet this challenge by their approval of Koh, John Motley, and Bill Narwold for dries up. The past two years has been Branch Grants-in-Aid, Funds Distribution Chart 2009 Scholarships .70% P.A. 09-152, which designates certain their years of service on the board, and a testing time. I leave the presidency No. 3:05 MD 1642 (D. Conn.). The Foundation extends its special thanks •TD Bank, N.A. court fee increases for legal services. we look forward to working with new grateful for the certainty that we passed to Class Counsel, as well as United States District Judge Stefan R. Under- Administration 5.00% •Thomaston Savings Bank These funds provided $2,208,365 in board members Livia Barndollar, Larkin that test, with a generous margin. and Court Fees Grants- Chenault, Amy Lin Meyerson, Ingrid hill, who approved the cy pres awards in both cases. •Torrington Savings Bank 2009 and are expected to generate over “We?”All of us, the entire staff, lawyers, $8 million in 2010. Moll, Bruce Peabody, Dean Robert Post, and legal services agencies whose vital in-Aid funding.” •Union Savings Bank As John G. Levi, Chairman of the and Tim Shearin. We also thank Chief role in the life of our state has ceased •Webster Bank, N.A. LSC Board of Directors recently wrote, Justice Rogers and the Judicial Branch to be a secret, and the directors of the “In these challenging times, all of us and the leadership of the Connecticut Foundation whose ability, commitment, Erin Kemple, We urge you to choose Bar Association for their vital support Bequest Grants & Programs 94.30% in the legal profession must act so that and cohesion make the board a powerful Executive Director a Platinum or Leadership justice is more than just an idea. Access of the Foundation and legal services for force for social justice in Connecticut. I The Connecticut Bar Foundation deeply appreciates the generous bequest Total Distributed The Connecticut Fair Bank to improve access to legal aid helps people maintain their low income people. have had superb company these past two $11,195,853 livelihoods, helps victims of domestic We survived this past year, with years and I will always be grateful for it. Housing Center, Inc. from the estate of Catherine G. Roraback. to justice in Connecticut. The Connecticut Bar Foundation, 31 Pratt St., Hartford, CT 06103 860-722-2494 • Fax 860-722-2497 • Email [email protected] • www.cbf.ctbar.org

Design: Parente Design | Printing: Fine Print of New England | Photography: Kathleen Cei and Nick Lacy Connecticut Bar Foundation Board of Directors

IOLTA “During 2009, the LEADERSHIP BANKS THE CONNECTICUT BAR FOUNDATION Connecticut Fair During this time of 2009 ANNUAL REPORT Housing Center historically low interest continued to challenge rates, these banks have volunteered to pay a net the entrenched housing yield that is higher than • Seated (l-r) Peter Arakas, Timothy S. Fisher, Hugh C. Macgill, Sandy Klebanoff, D. Larkin Chenault • Back row (l-r) segregation so prevalent the yield they are required Robert M. Langer, James T. Shearin, Christine O. Morgan, Ingrid L. Moll, Hon. Anthony V. DeMayo, Bruce R. Peabody, Quintin to pay on IOLTA. The Johnstone, Brad Saxton, Frederic S. Ury, John R. Logan, Kate Stith, Ralph J. Monaco, Jeremy R. Paul, Hon. Raymond R. Norko, in Connecticut. The Connecticut Bar Founda- Amy Lin Meyerson, Joseph D. D’Alesio, Toni Smith-Rosario tion was proud to honor Offi cers Joseph D. D’Alesio Hon. Raymond R. Norko Dean Harold Hongju Koh Staff Center also provided the Platinum and Leader- Hugh C. Macgill, Rosemary E. Giuliano Bruce R. Peabody (through 6/09) Sandy F. Klebanoff, President Beverly J. Hodgson (as of 3/09) Dean Jeremy R. Paul Executive Director ship Banks for helping to Timothy S. Fisher, (through 2/09) Louis R. Pepe Dean Robert C. Post Elizabeth Drummond, legal assistance Connecticut Legal Services, Inc. (CLS) provide legal services for Vice President Robert M. Langer Ted M. See (as of 6/09) Assistant Director Connecticut Fair Housing Center, Inc. (CFHC) William H. Trachsel, John R. Logan James T. Shearin Hon. Chase T. Rogers Anne E. Goico, to homeowners in 1 Patricia was in an abusive relationship. After one particularly violent low-income households in Treasurer Patricia McCoy (as of 2/09) Dean Brad Saxton Finance Director “Maria” was at risk of losing her apartment of 4 /2 years when she episode, Patricia’s husband was arrested, and she moved into a domestic vio- crisis throughout Con- D. Larkin Chenault, Amy Lin Meyerson Toni Smith-Rosario Margaret M. Wittig, foreclosure by producing attempted to use a Section 8 voucher to pay her rent. When she received necticut at the Founda- Secretary (as of 3/09) Kate Stith Directors Emeriti Program Coordinator Ingrid Moll (as of 2/09) Frederic S. Ury Phillip I. Blumberg Katilyn Carling, the voucher, she contacted her landlord about using it to pay her current lence shelter with their two children. She obtained a restraining order, and a guide for homeown- tion’s Annual Reception. Board of Directors Ralph J. Monaco Hon. Anthony V. Administrative Assistant rent. Although her landlord owned her apartment and managed numerous the shelter referred her to CLS for help in divorcing her husband and retain- Peter Arakas (as of 4/09) Christine Owens Morgan Ex-Offi cio Directors DeMayo Gina J. Casella, ing custody of her two children. Patricia wanted to ensure that her husband’s Platinum Leadership Bank Livia D. Barndollar John Motley Peter Arakas Quintin Johnstone Assistant ers in foreclosure which others, offi ce staff claimed to be unfamiliar with Section 8. After weeks (as of 7/09) (through 3/09) (through 4/09) Alex Lloyd •Rockville Bank of failed attempts to resolve the matter with her landlord, Maria sought visitation with their children be supervised because she was afraid that he James E. Bowers William H. Narwold D. Larkin Chenault George Schatzki has already gone into would lose his temper and hurt them. She wanted a court order requiring her Leadership Banks (through 2/09) (through 2/09) help from the CFHC. As a result of the Center’s intervention, not only its second printing. Our was Maria able to keep her apartment, but her landlord was required to husband to attend anger management and drug addiction services. Patricia •Citizens Bank of Report of President Hugh Macgill and Executive Director Sandy Klebanoff Connecticut pay damages and attorney’s fees and undergo fair housing training. had been accepted at a university in a nearby state and wanted to complete IOLTA receipts hit an all time violence obtain protective orders, helps the legal services agencies we support staff, fully committed her college education. Her CLS attorney helped her fi le for a divorce, which •The Connecticut Bank low in 2009, reduced to $4,085,000 keep people in their homes and helps alive and vigorous (if a bit wounded), and Trust Company from $20,764,522 in 2007, a reduction protect the elderly and others from be- owing in signifi cant part to the work included supervised visitation when her husband met with their children, and to the Center’s mission, •Connecticut Community of 80.33%. This decrease, together ing victimized.” of the Foundation’s overextended and a request for interim orders allowing her to relocate in order to complete her Bank, N.A. with the loss of the $1 million Judicial Our thanks go to the hundreds of undercompensated professional staff. Branch Grants-in-Aid, caused the James W. Cooper Fellows who embody Their commitment and tireless labor, continues their innova- Cy Pres college education. Patricia appreciates the support and help she received dur- •Hudson Valley Bank, N.A. Foundation’s Board of Directors to re- and support the Foundation’s mis- time and again, have kept the Founda- Acknowledgements ing this diffi cult time, and without the help of CLS, she doubts that she could •New Alliance Bank duce IOLTA grants 50% and eliminate sion. The leadership, enthusiasm, and tion on track and effective. tive and impressive work The Foundation gratefully acknowledges an $80,000 cy pres distribution •Salisbury Bank & the state grant in the last two quarters. dedication of Peter Arakas, Dean Brad have made it through this situation. Saxton, and Bill Logue are an inspira- Postscript from Hugh Macgill Trust Company On the bright side, through the efforts which is made possible in from the class action settlement of In re Publication Paper Antitrust Litiga- of many friends and supporters of legal tion to all. Responsibility for giving away •Savings Bank of Danbury services for low income residents, the We thank Jim Bowers, Bev money, enviable to all appearances, part by IOLTA, Judicial tion, No. 3:04 MD 1631 (D. Conn.), and a $33,959 cy pres distribution •Sovereign Bank legislature and the governor helped Hodgson, Norm Janes, Dean Harold becomes less enviable when the money from the class action settlement in In re Polychloroprene Antitrust Litigation, IOLTA / IOTA / JBGIA / CFGIA New England meet this challenge by their approval of Koh, John Motley, and Bill Narwold for dries up. The past two years has been Branch Grants-in-Aid, Funds Distribution Chart 2009 Scholarships .70% P.A. 09-152, which designates certain their years of service on the board, and a testing time. I leave the presidency No. 3:05 MD 1642 (D. Conn.). The Foundation extends its special thanks •TD Bank, N.A. court fee increases for legal services. we look forward to working with new grateful for the certainty that we passed to Class Counsel, as well as United States District Judge Stefan R. Under- Administration 5.00% •Thomaston Savings Bank These funds provided $2,208,365 in board members Livia Barndollar, Larkin that test, with a generous margin. and Court Fees Grants- hill, who approved the cy pres awards in both cases. •Torrington Savings Bank 2009 and are expected to generate over Chenault, Amy Lin Meyerson, Ingrid “We?”All of us, the entire staff, lawyers, $8 million in 2010. Moll, Bruce Peabody, Dean Robert Post, and legal services agencies whose vital in-Aid funding.” •Union Savings Bank As John G. Levi, Chairman of the and Tim Shearin. We also thank Chief role in the life of our state has ceased •Webster Bank, N.A. LSC Board of Directors recently wrote, Justice Rogers and the Judicial Branch to be a secret, and the directors of the “In these challenging times, all of us and the leadership of the Connecticut Foundation whose ability, commitment, Erin Kemple, Bequest Grants & Programs 94.30% We urge you to choose in the legal profession must act so that Bar Association for their vital support and cohesion make the board a powerful Executive Director justice is more than just an idea. Access of the Foundation and legal services for force for social justice in Connecticut. I The Connecticut Bar Foundation deeply appreciates the generous bequest Total Distributed a Platinum or Leadership The Connecticut Fair Bank to improve access to legal aid helps people maintain their low income people. have had superb company these past two $11,195,853 livelihoods, helps victims of domestic We survived this past year, with years and I will always be grateful for it. Housing Center, Inc. from the estate of Catherine G. Roraback. to justice in Connecticut. The Connecticut Bar Foundation, 31 Pratt St., Hartford, CT 06103 860-722-2494 • Fax 860-722-2497 • Email [email protected] • www.cbf.ctbar.org

Design: Parente Design | Printing: Fine Print of New England | Photography: Kathleen Cei and Nick Lacy Grants Interest on Lawyers’ Trust Accounts/Interest on Trust Accounts (IOLTA/IOTA) Bioethics and the Law Symposium James W. Cooper Fellows Activities Financial Statements Judicial Branch Grants-in-Aid (JBGIA) • Court Fees Grants-in-Aid (CFGIA) CONNECTICUT BAR FOUNDATION, INC. CONNECTICUT BAR FOUNDATION, INC. The Bioethics and the Law Symposium. Legal and Ethical Participants South Central High School Committee Statement of Financial Position Statement of Activities and Changes in Net Assets Legal Services Providers IOLTA/IOTA JBGIA CFGIA GRANTS Issues at the End of Life: Confronting Incapacity and the David A. Baggish, M.D., Connecticut, Inc. Essay Contest Members December 31, 2009 For the year ended December 31, 2009 Co-Chair, Middlesex Andrea Schaffner, M.D., PAID Emerging Epidemic of Progressive and Chronic Dementias, The 2008-2009 state- Andrea Barton 2009 2009 held October 2, 2009 at Quinnipiac University School Hospital Bioethics Medical Director, wide high school Reeves, Assets Changes in unrestricted net assets: Essex Meadows • AIDS Legal Network for Connecticut $ 53,573 $ 3,279 $ 14,595 $ 71,447 of Law, was one of the Foundation’s most successful sym- Committee essay contest topic Chair Current assets: Revenues and support: Professor Robert A. Burt, Health Center Cash and cash equivalents $ 890,577 Net realized and unrealized gain (loss) provides legal assistance to low-income people posia. Health professionals, ethicists, practicing lawyers, was “Techno Trouble”. Peter Arakas Alexander M. Bickel Dean Brad Saxton, Mark Carta Investments, at fair market value 5,634,516 on investments $ 134,416 with HIV/AIDS. and legal experts discussed ethical and legal implications Ninety Fellows served Professor of Law, Quinnipiac University Leo V. Diana IOLTA - receivables 357,951 Dividends and interest 29,030 • Center for Children’s Advocacy $ 172,038 $ 10,530 $ 46,575 $ 229,143 of end-of-life problems associated with progressive and Accounts receivable 54,126 Fellows contributions 81,675 Yale University School of Law as judges. The winner Robert A. Harris provides legal advice to poor children statewide. chronic dementia. Subject areas for presentations and received a $3,000 sav- Contributions 85,594 • Children’s Law Center $ 97,470 $ 5,960 $ 26,399 $ 129,829 Patrick P. Coll, M.D., Hon. Barry R. Schaller, (l-r) William Logue, Hugh C. Macgill, Associate Justice Flemming L. William Logue Total current assets 6,937,170 Other income 7,070 panel discussions included: assessing decision-making ings bond and the two Ann M. Siczewicz provides representation to poor children in Hart- Center on Aging, Appellate Court Norcott, Associate Justice Peter T. Zarella, Emmett Gilles, Conard High Total revenues and support 337,785 capacity at the very end-of-life; legal services; ethical University of Connecticut Professor runners-up received School, Associate Justice Christine S. Vertefeuille, Kathleen Lynch, South Jack G. Steigelfest Fixed assets: Net assets released from program restrictions 11,195,580 ford, New Britain, and Windham Judicial Districts. guidelines and challenges; and dispute resolution, seek- Health Center Susan Schmeiser, $1,500 savings bonds Windsor High School, Brad Saxton, Mackenzie Schepman, Daniel Hand Allan B. Taylor Leasehold improvements 2,680 Total revenues 11,533,365 • Connecticut Fair Housing Center $ 101,694 $ 6,209 $ 27,687 $ 135,590 Offi ce furniture and equipment 95,417 ing solutions through mediation and other ADR meth- for educational use. High School, Associate Justice C. Ian McLachlan, Andrea Barton Reeves Martha S. Triplett Peter L. Costas, University of Connecticut Expenses: represents those who have been victims ods. The speakers and panelists are writing articles for Pepe & Hazard LLP School of Law Oral History of Connecti- Linda J. Kelly be collected to assess the is to keep middle school Accumulated depreciation (90,629) General and administrative 574,987 of housing discrimination. publication in the Probate Law Journal. Professor Bruce Jennings, Lea Nordlicht Shedd Grants and program 10,737,897 Michele G. Kostin children in school. The • Connecticut Legal Rights Project $ 348,678 $ 21,361 $ 94,651 $ 464,690 Director, Center for Shedd and Hoberman, cut Women in the Legal program, and a symposium Net fi xed assets 7,468 Jill E. Martin represents low-income people in state Humans & Nature, LLC Profession Project will be planned. The project is funded primarily Total expenses 11,312,884 Catherine A. Mohan Total assets $ 6,944,638 psychiatric hospitals and after discharge. Yale University Professor Ellen Waldman, Thirty-one women have Foundation is contributing through a grant from the Ann B. Mulcahy Changes in unrestricted net assets 220,481 • Connecticut Legal Services $ 3,919,536 $ 240,029 $ 1,063,271 $ 5,222,836 of Public Health, Thomas Jefferson been interviewed since the $5,000 for start up costs. American Savings Bank Dean Jeremy R. Paul Liabilities and Net Assets provides general legal assistance in all areas of the Senior Consultant and School of Law inception of the Oral His- Foundation with supple- Hon. A. Susan Peck Committee Members Changes in temporarily restricted net assets: Suzanne Brown Walsh, mental support from the Current liabilities: Revenues and support: state except Hartford and New Haven counties. Fellow, Hastings Center tory Project in 1999. Karyl Hon. Barbara M. Quinn Louis R. Pepe, Chair • Greater Hartford Legal Aid $ 1,691,742 $ 103,636 $ 458,876 $ 2,254,254 Timothy S. Fisher, Cummings and Lockwood, Evans, a documentary fi lm- Connecticut Bar Founda- Accounts payable and accrued expenses $ 97,441 IOLTA income 4,085,089 Ellen K. Rutt Patricia R. Kaplan General Foundation - Speziale fund 5,511 provides general legal assistance in greater Hartford. McCarter & English, LLP LLC maker, is working with the Stacy Smith Walsh Howard Klebanoff tion, Connecticut Legal Total current liabilities 97,441 Judicial Branch Grants-in-Aid 500,000 • Lawyers for Children America $ 45,768 $ 2,781 $ 12,448 $ 60,997 Professor Foundation to create short Marjorie S. Wilder William H. Prout, Jr. Services, and Children’s Court Fees Grants-in-Aid 2,208,365 provides representation to poor children in Fair- Stephen R. Latham, Committee Members video clips to be streamed Hon. Antonio C. Robaina Law Center. Between Net assets: Investment income: Unrestricted 933,177 Dividends and interest 166,575 fi eld, Hartford, Middlesex, and New Haven Counties. (l-r) Kate McEvoy, Susan Schmeiser, Suzanne Brown Walsh Yale Interdisciplinary Hon. Barry R. Schaller, on the internet. Mentoring Program Stephen E. Ronai the Project’s inception and Lea Nordlicht Shedd Co-Chair Temporarily restricted 5,914,020 Net realized and unrealized gain (loss) • New Haven Legal Assistance $ 1,350,678 $ 82,708 $ 366,371 $ 1,799,757 Center for Bioethics The Mentoring Program Dean Brad Saxton in 2007 and the close Peter L. Costas, Co-Chair Committee Members on investments (71,064) Vincent T. Marchesi, Subcommittee, the Con- of 2009, fi fty-two chil- Total net assets 6,847,197 Net assets released from program restrictions (11,195,580) provides general legal assistance in New Haven County. Hon. Anne C. Dranginis, M.D., Ph.D., Peter Arakas necticut Bar Association, Truancy dren were enrolled and • Statewide Legal Services of Connecticut $ 130,002 $ 20,267 $ 35,414 $ 185,683 Alice Herb Chair Anthony N. Brady and the New Haven Intervention Project fi fty-six attorneys served Total liabilities and net assets $ 6,944,638 Changes in temporarily restricted net assets (4,301,104) provides intake for low-income people and offers Professor of Pathology, Judith Hoberman Claudia A. Baio County Bar Association The goal of the Truancy as volunteers. Average self help, brief service, and referrals to other legal Director of the Boyer Center Stephen R. Latham Nicole Bernabo Changes in net assets (4,080,623) developed a pilot mentor- Intervention Project, a monthly student absences services providers in the state. for Molecular Medicine, William Logue Alice A. Bruno • Technology Grant $ 64,108 $ 64,108 Frances Z. Calafi ore ing program which pairs collaboration between the decreased by 62%. Peter Net assets, beginning of year 10,927,820 Yale University School Dean Jeremy R. Paul LEGAL SERVICES TOTAL $ 7,975,287 $ 496,760 $ 2,146,287 $ 10,618,334 of Medicine Dean Brad Saxton Kathryn Calibey seasoned attorneys with New Britain school system Arakas chairs the com- Net assets, end of year $ 6,847,197 Kate McEvoy, Lea Nordlicht Shedd Dina S. Fisher new lawyers. Data will and volunteer attorneys, mittee. Peter L.Costas Hon. Barry R. Schaller Deputy Director, Deborah J. Tedford Complete audited fi nancial statements are available at the Connecticut Bar Foundation offi ces. Suzanne Brown Walsh Technology Grant Agency on Aging of Connecticut Bar Foundation Contributors “Rockville Bank has The Connecticut Bar Foundation granted $169,413 Fellows Education and Program Committee Members We wish to thank the supporters, including the James W. Cooper Fellows, whose generous contributions make the programs of the Foundation possible: proudly supported the to the legal aid providers to plan and implement a William Logue, Chair Professor Carolyn W. Kaas IOLTA program of the Peter Arakas Scott M. Karsten Annual Reception Connecticut Bar Association Hon. Arnold W. Aronson John H. Harrington Beth Z. and Martin B. Margulies website for Connecticut’s poorest residents and to Sponsors Family Law Section in memory of Bernard Poliner Sylvia Heiman Law Offi ces of Ann Monaghan CBF at Leadership levels Vanessa Roberts Avery Howard Klebanoff upgrade the grantees’ hardware and software. The Event Sponsor McCarter & English LLP Livia D. Barndollar in memory of Hon. Richard N. Palmer since its establishment Livia D. Barndollar Robert M. Langer (l-r) Linda Greenhouse, Annual (l-r) Hon. Dawne Westbrook, Vanessa Hon. Robert E. Beach, Jr. Hon. Albert W. Cretella, Jr. Susan T. and website will expand legal services for low-income resi- • Webster Bank James D. Bartolini Dwight H. Merriam Reception speaker, with Rosemary E. Roberts, Moy Ogilvie at the Annual In-Kind Contributions Hon. Ellen Bree Burns The Hilbert & Shirley Hendel Mitchell W. Pearlman and plans to continue at dents by providing extensive, user-friendly information Peter L. Costas Dean Jeremy R. Paul Sponsors Giuliano Reception Connecticut Bar Association CATIC Foundation Inc. Family Foundation Elliot B. Pollack Leadership levels,” stated and documents in multiple languages. Links to other Hon. Juliett L. Crawford Louis R. Pepe • Kostin Ruffkess & John Lawrence Helen M. and Robert D. Coffey Mary F. and in memory of Company, LLC Doris M. and William R. Davis Hon. Francis X. Hennessy Francis J. Londregan Rockville Bank President law related websites will be included. Steven D. Ecker Hon. Antonio C. Robaina Quinnipiac University William J. McGurk. Steven Eppler-Epstein Stephen E. Ronai • Kronholm Insurance Services School of Law in memory of Bernard Poliner Sharon and Leonard Jacobs Ellen and Robert Scalettar University of Connecticut Lila and Gordon Fain Valerie E. Maze Keeney Toni M. and “We recognize the need to John R. Flores Debra C. Ruel Law School Scholarships Bioethics and the Law School of Law William F. Gallagher Sandy F. Klebanoff Luis A. Smith-Rosario fund legal aid for those in Rosemary E. Giuliano Dean Brad Saxton Symposium Ann and Jim Green Roger M. Klinger Nancy V. and William H. Trachsel Quinnipiac University School of Law, the University Professor Robert W. Gordon Hon. Jonathan E. Silbert need, especially in this Connecticut Bar Association Foundation/ in honor of Hon. A. Susan Peck Mary-Christy Fisher and Lyn G. Walker of Connecticut School of Law, and Yale Law School Charles B. Higgins Toni Smith-Rosario Elder Law Section Legal Services Supporters Ira B. Grudberg Harold Hongju Koh Doreen Fundiller-Zweig and economic challenging (l-r) Christopher P. McCormack, Ralph (l-r) Norman K. Janes, recipient of the (l-r) Hon. Leslie I. Olear, Hon. Antonio Connecticut Bar Association Karen Kellerman and Elizabeth P. and Law Offi ces of Elliot C. Zweig, M.D. each received $20,000 from the Connecticut Bar Sung-Ho Hwang Marilyn Toland time,” he added. Norman K. Janes Frederick S. Ury J. Monaco, Francis J. Brady at the Legal Services Leadership Award, with C. Robaina, Kathleen A. Dwyer at the Estates and Probate Section Peter Arakas Robert P. Hanahan Leighton Katz & Drapeau in honor of Hon. A. Susan Peck Foundation’s IOLTA Law School Scholarship Program. Professor Quintin Johnstone Michael S. Wilder Prof. Bruce Jennings and Prof. Ellen Waldman Annual Reception Hugh C. Macgill at the Annual Reception Annual Reception Grants Interest on Lawyers’ Trust Accounts/Interest on Trust Accounts (IOLTA/IOTA) Bioethics and the Law Symposium James W. Cooper Fellows Activities Financial Statements Judicial Branch Grants-in-Aid (JBGIA) • Court Fees Grants-in-Aid (CFGIA) CONNECTICUT BAR FOUNDATION, INC. CONNECTICUT BAR FOUNDATION, INC. The Bioethics and the Law Symposium. Legal and Ethical Participants South Central High School Committee Statement of Financial Position Statement of Activities and Changes in Net Assets Legal Services Providers IOLTA/IOTA JBGIA CFGIA GRANTS Issues at the End of Life: Confronting Incapacity and the David A. Baggish, M.D., Connecticut, Inc. Essay Contest Members December 31, 2009 For the year ended December 31, 2009 Co-Chair, Middlesex Andrea Schaffner, M.D., PAID Emerging Epidemic of Progressive and Chronic Dementias, The 2008-2009 state- Andrea Barton 2009 2009 held October 2, 2009 at Quinnipiac University School Hospital Bioethics Medical Director, wide high school Reeves, Assets Changes in unrestricted net assets: Essex Meadows • AIDS Legal Network for Connecticut $ 53,573 $ 3,279 $ 14,595 $ 71,447 of Law, was one of the Foundation’s most successful sym- Committee essay contest topic Chair Current assets: Revenues and support: Professor Robert A. Burt, Health Center Cash and cash equivalents $ 890,577 Net realized and unrealized gain (loss) provides legal assistance to low-income people posia. Health professionals, ethicists, practicing lawyers, was “Techno Trouble”. Peter Arakas Alexander M. Bickel Dean Brad Saxton, Mark Carta Investments, at fair market value 5,634,516 on investments $ 134,416 with HIV/AIDS. and legal experts discussed ethical and legal implications Ninety Fellows served Professor of Law, Quinnipiac University Leo V. Diana IOLTA - receivables 357,951 Dividends and interest 29,030 • Center for Children’s Advocacy $ 172,038 $ 10,530 $ 46,575 $ 229,143 of end-of-life problems associated with progressive and Accounts receivable 54,126 Fellows contributions 81,675 Yale University School of Law as judges. The winner Robert A. Harris provides legal advice to poor children statewide. chronic dementia. Subject areas for presentations and received a $3,000 sav- Contributions 85,594 • Children’s Law Center $ 97,470 $ 5,960 $ 26,399 $ 129,829 Patrick P. Coll, M.D., Hon. Barry R. Schaller, (l-r) William Logue, Hugh C. Macgill, Associate Justice Flemming L. William Logue Total current assets 6,937,170 Other income 7,070 panel discussions included: assessing decision-making ings bond and the two Ann M. Siczewicz provides representation to poor children in Hart- Center on Aging, Appellate Court Norcott, Associate Justice Peter T. Zarella, Emmett Gilles, Conard High Total revenues and support 337,785 capacity at the very end-of-life; legal services; ethical University of Connecticut Professor runners-up received School, Associate Justice Christine S. Vertefeuille, Kathleen Lynch, South Jack G. Steigelfest Fixed assets: Net assets released from program restrictions 11,195,580 ford, New Britain, and Windham Judicial Districts. guidelines and challenges; and dispute resolution, seek- Health Center Susan Schmeiser, $1,500 savings bonds Windsor High School, Brad Saxton, Mackenzie Schepman, Daniel Hand Allan B. Taylor Leasehold improvements 2,680 Total revenues 11,533,365 • Connecticut Fair Housing Center $ 101,694 $ 6,209 $ 27,687 $ 135,590 Offi ce furniture and equipment 95,417 ing solutions through mediation and other ADR meth- for educational use. High School, Associate Justice C. Ian McLachlan, Andrea Barton Reeves Martha S. Triplett Peter L. Costas, University of Connecticut Expenses: represents those who have been victims ods. The speakers and panelists are writing articles for Pepe & Hazard LLP School of Law Oral History of Connecti- Linda J. Kelly be collected to assess the is to keep middle school Accumulated depreciation (90,629) General and administrative 574,987 of housing discrimination. publication in the Probate Law Journal. Professor Bruce Jennings, Lea Nordlicht Shedd Grants and program 10,737,897 Michele G. Kostin children in school. The • Connecticut Legal Rights Project $ 348,678 $ 21,361 $ 94,651 $ 464,690 Director, Center for Shedd and Hoberman, cut Women in the Legal program, and a symposium Net fi xed assets 7,468 Jill E. Martin represents low-income people in state Humans & Nature, LLC Profession Project will be planned. The project is funded primarily Total expenses 11,312,884 Catherine A. Mohan Total assets $ 6,944,638 psychiatric hospitals and after discharge. Yale University Professor Ellen Waldman, Thirty-one women have Foundation is contributing through a grant from the Ann B. Mulcahy Changes in unrestricted net assets 220,481 • Connecticut Legal Services $ 3,919,536 $ 240,029 $ 1,063,271 $ 5,222,836 of Public Health, Thomas Jefferson been interviewed since the $5,000 for start up costs. American Savings Bank Dean Jeremy R. Paul Liabilities and Net Assets provides general legal assistance in all areas of the Senior Consultant and School of Law inception of the Oral His- Foundation with supple- Hon. A. Susan Peck Committee Members Changes in temporarily restricted net assets: Suzanne Brown Walsh, mental support from the Current liabilities: Revenues and support: state except Hartford and New Haven counties. Fellow, Hastings Center tory Project in 1999. Karyl Hon. Barbara M. Quinn Louis R. Pepe, Chair • Greater Hartford Legal Aid $ 1,691,742 $ 103,636 $ 458,876 $ 2,254,254 Timothy S. Fisher, Cummings and Lockwood, Evans, a documentary fi lm- Connecticut Bar Founda- Accounts payable and accrued expenses $ 97,441 IOLTA income 4,085,089 Ellen K. Rutt Patricia R. Kaplan General Foundation - Speziale fund 5,511 provides general legal assistance in greater Hartford. McCarter & English, LLP LLC maker, is working with the Stacy Smith Walsh Howard Klebanoff tion, Connecticut Legal Total current liabilities 97,441 Judicial Branch Grants-in-Aid 500,000 • Lawyers for Children America $ 45,768 $ 2,781 $ 12,448 $ 60,997 Professor Foundation to create short Marjorie S. Wilder William H. Prout, Jr. Services, and Children’s Court Fees Grants-in-Aid 2,208,365 provides representation to poor children in Fair- Stephen R. Latham, Committee Members video clips to be streamed Hon. Antonio C. Robaina Law Center. Between Net assets: Investment income: Unrestricted 933,177 Dividends and interest 166,575 fi eld, Hartford, Middlesex, and New Haven Counties. (l-r) Kate McEvoy, Susan Schmeiser, Suzanne Brown Walsh Yale Interdisciplinary Hon. Barry R. Schaller, on the internet. Mentoring Program Stephen E. Ronai the Project’s inception and Lea Nordlicht Shedd Co-Chair Temporarily restricted 5,914,020 Net realized and unrealized gain (loss) • New Haven Legal Assistance $ 1,350,678 $ 82,708 $ 366,371 $ 1,799,757 Center for Bioethics The Mentoring Program Dean Brad Saxton in 2007 and the close Peter L. Costas, Co-Chair Committee Members on investments (71,064) Vincent T. Marchesi, Subcommittee, the Con- of 2009, fi fty-two chil- Total net assets 6,847,197 Net assets released from program restrictions (11,195,580) provides general legal assistance in New Haven County. Hon. Anne C. Dranginis, M.D., Ph.D., Peter Arakas necticut Bar Association, Truancy dren were enrolled and • Statewide Legal Services of Connecticut $ 130,002 $ 20,267 $ 35,414 $ 185,683 Alice Herb Chair Anthony N. Brady and the New Haven Intervention Project fi fty-six attorneys served Total liabilities and net assets $ 6,944,638 Changes in temporarily restricted net assets (4,301,104) provides intake for low-income people and offers Professor of Pathology, Judith Hoberman Claudia A. Baio County Bar Association The goal of the Truancy as volunteers. Average self help, brief service, and referrals to other legal Director of the Boyer Center Stephen R. Latham Nicole Bernabo Changes in net assets (4,080,623) developed a pilot mentor- Intervention Project, a monthly student absences services providers in the state. for Molecular Medicine, William Logue Alice A. Bruno • Technology Grant $ 64,108 $ 64,108 Frances Z. Calafi ore ing program which pairs collaboration between the decreased by 62%. Peter Net assets, beginning of year 10,927,820 Yale University School Dean Jeremy R. Paul LEGAL SERVICES TOTAL $ 7,975,287 $ 496,760 $ 2,146,287 $ 10,618,334 of Medicine Dean Brad Saxton Kathryn Calibey seasoned attorneys with New Britain school system Arakas chairs the com- Net assets, end of year $ 6,847,197 Kate McEvoy, Lea Nordlicht Shedd Dina S. Fisher new lawyers. Data will and volunteer attorneys, mittee. Peter L.Costas Hon. Barry R. Schaller Deputy Director, Deborah J. Tedford Complete audited fi nancial statements are available at the Connecticut Bar Foundation offi ces. Suzanne Brown Walsh Technology Grant Agency on Aging of Connecticut Bar Foundation Contributors “Rockville Bank has The Connecticut Bar Foundation granted $169,413 Fellows Education and Program Committee Members We wish to thank the supporters, including the James W. Cooper Fellows, whose generous contributions make the programs of the Foundation possible: proudly supported the to the legal aid providers to plan and implement a William Logue, Chair Professor Carolyn W. Kaas IOLTA program of the Peter Arakas Scott M. Karsten Annual Reception Connecticut Bar Association Hon. Arnold W. Aronson John H. Harrington Beth Z. and Martin B. Margulies website for Connecticut’s poorest residents and to Sponsors Family Law Section in memory of Bernard Poliner Sylvia Heiman Law Offi ces of Ann Monaghan CBF at Leadership levels Vanessa Roberts Avery Howard Klebanoff upgrade the grantees’ hardware and software. The Event Sponsor McCarter & English LLP Livia D. Barndollar in memory of Hon. Richard N. Palmer since its establishment Livia D. Barndollar Robert M. Langer (l-r) Linda Greenhouse, Annual (l-r) Hon. Dawne Westbrook, Vanessa Hon. Robert E. Beach, Jr. Hon. Albert W. Cretella, Jr. Susan T. and website will expand legal services for low-income resi- • Webster Bank James D. Bartolini Dwight H. Merriam Reception speaker, with Rosemary E. Roberts, Moy Ogilvie at the Annual In-Kind Contributions Hon. Ellen Bree Burns The Hilbert & Shirley Hendel Mitchell W. Pearlman and plans to continue at dents by providing extensive, user-friendly information Peter L. Costas Dean Jeremy R. Paul Sponsors Giuliano Reception Connecticut Bar Association CATIC Foundation Inc. Family Foundation Elliot B. Pollack Leadership levels,” stated and documents in multiple languages. Links to other Hon. Juliett L. Crawford Louis R. Pepe • Kostin Ruffkess & John Lawrence Helen M. and Robert D. Coffey Mary F. and in memory of Company, LLC Doris M. and William R. Davis Hon. Francis X. Hennessy Francis J. Londregan Rockville Bank President law related websites will be included. Steven D. Ecker Hon. Antonio C. Robaina Quinnipiac University William J. McGurk. Steven Eppler-Epstein Stephen E. Ronai • Kronholm Insurance Services School of Law in memory of Bernard Poliner Sharon and Leonard Jacobs Ellen and Robert Scalettar University of Connecticut Lila and Gordon Fain Valerie E. Maze Keeney Toni M. and “We recognize the need to John R. Flores Debra C. Ruel Law School Scholarships Bioethics and the Law School of Law William F. Gallagher Sandy F. Klebanoff Luis A. Smith-Rosario fund legal aid for those in Rosemary E. Giuliano Dean Brad Saxton Symposium Ann and Jim Green Roger M. Klinger Nancy V. and William H. Trachsel Quinnipiac University School of Law, the University Professor Robert W. Gordon Hon. Jonathan E. Silbert need, especially in this Connecticut Bar Association Foundation/ in honor of Hon. A. Susan Peck Mary-Christy Fisher and Lyn G. Walker of Connecticut School of Law, and Yale Law School Charles B. Higgins Toni Smith-Rosario Elder Law Section Legal Services Supporters Ira B. Grudberg Harold Hongju Koh Doreen Fundiller-Zweig and economic challenging (l-r) Christopher P. McCormack, Ralph (l-r) Norman K. Janes, recipient of the (l-r) Hon. Leslie I. Olear, Hon. Antonio Connecticut Bar Association Karen Kellerman and Elizabeth P. and Law Offi ces of Elliot C. Zweig, M.D. each received $20,000 from the Connecticut Bar Sung-Ho Hwang Marilyn Toland time,” he added. Norman K. Janes Frederick S. Ury J. Monaco, Francis J. Brady at the Legal Services Leadership Award, with C. Robaina, Kathleen A. Dwyer at the Estates and Probate Section Peter Arakas Robert P. Hanahan Leighton Katz & Drapeau in honor of Hon. A. Susan Peck Foundation’s IOLTA Law School Scholarship Program. Professor Quintin Johnstone Michael S. Wilder Prof. Bruce Jennings and Prof. Ellen Waldman Annual Reception Hugh C. Macgill at the Annual Reception Annual Reception Grants Interest on Lawyers’ Trust Accounts/Interest on Trust Accounts (IOLTA/IOTA) Bioethics and the Law Symposium James W. Cooper Fellows Activities Financial Statements Judicial Branch Grants-in-Aid (JBGIA) • Court Fees Grants-in-Aid (CFGIA) CONNECTICUT BAR FOUNDATION, INC. CONNECTICUT BAR FOUNDATION, INC. The Bioethics and the Law Symposium. Legal and Ethical Participants South Central High School Committee Statement of Financial Position Statement of Activities and Changes in Net Assets Legal Services Providers IOLTA/IOTA JBGIA CFGIA GRANTS Issues at the End of Life: Confronting Incapacity and the David A. Baggish, M.D., Connecticut, Inc. Essay Contest Members December 31, 2009 For the year ended December 31, 2009 Co-Chair, Middlesex Andrea Schaffner, M.D., PAID Emerging Epidemic of Progressive and Chronic Dementias, The 2008-2009 state- Andrea Barton 2009 2009 held October 2, 2009 at Quinnipiac University School Hospital Bioethics Medical Director, wide high school Reeves, Assets Changes in unrestricted net assets: Essex Meadows • AIDS Legal Network for Connecticut $ 53,573 $ 3,279 $ 14,595 $ 71,447 of Law, was one of the Foundation’s most successful sym- Committee essay contest topic Chair Current assets: Revenues and support: Professor Robert A. Burt, Health Center Cash and cash equivalents $ 890,577 Net realized and unrealized gain (loss) provides legal assistance to low-income people posia. Health professionals, ethicists, practicing lawyers, was “Techno Trouble”. Peter Arakas Alexander M. Bickel Dean Brad Saxton, Mark Carta Investments, at fair market value 5,634,516 on investments $ 134,416 with HIV/AIDS. and legal experts discussed ethical and legal implications Ninety Fellows served Professor of Law, Quinnipiac University Leo V. Diana IOLTA - receivables 357,951 Dividends and interest 29,030 • Center for Children’s Advocacy $ 172,038 $ 10,530 $ 46,575 $ 229,143 of end-of-life problems associated with progressive and Accounts receivable 54,126 Fellows contributions 81,675 Yale University School of Law as judges. The winner Robert A. Harris provides legal advice to poor children statewide. chronic dementia. Subject areas for presentations and received a $3,000 sav- Contributions 85,594 • Children’s Law Center $ 97,470 $ 5,960 $ 26,399 $ 129,829 Patrick P. Coll, M.D., Hon. Barry R. Schaller, (l-r) William Logue, Hugh C. Macgill, Associate Justice Flemming L. William Logue Total current assets 6,937,170 Other income 7,070 panel discussions included: assessing decision-making ings bond and the two Ann M. Siczewicz provides representation to poor children in Hart- Center on Aging, Appellate Court Norcott, Associate Justice Peter T. Zarella, Emmett Gilles, Conard High Total revenues and support 337,785 capacity at the very end-of-life; legal services; ethical University of Connecticut Professor runners-up received School, Associate Justice Christine S. Vertefeuille, Kathleen Lynch, South Jack G. Steigelfest Fixed assets: Net assets released from program restrictions 11,195,580 ford, New Britain, and Windham Judicial Districts. guidelines and challenges; and dispute resolution, seek- Health Center Susan Schmeiser, $1,500 savings bonds Windsor High School, Brad Saxton, Mackenzie Schepman, Daniel Hand Allan B. Taylor Leasehold improvements 2,680 Total revenues 11,533,365 • Connecticut Fair Housing Center $ 101,694 $ 6,209 $ 27,687 $ 135,590 Offi ce furniture and equipment 95,417 ing solutions through mediation and other ADR meth- for educational use. High School, Associate Justice C. Ian McLachlan, Andrea Barton Reeves Martha S. Triplett Peter L. Costas, University of Connecticut Expenses: represents those who have been victims ods. The speakers and panelists are writing articles for Pepe & Hazard LLP School of Law Oral History of Connecti- Linda J. Kelly be collected to assess the is to keep middle school Accumulated depreciation (90,629) General and administrative 574,987 of housing discrimination. publication in the Probate Law Journal. Professor Bruce Jennings, Lea Nordlicht Shedd Grants and program 10,737,897 Michele G. Kostin children in school. The • Connecticut Legal Rights Project $ 348,678 $ 21,361 $ 94,651 $ 464,690 Director, Center for Shedd and Hoberman, cut Women in the Legal program, and a symposium Net fi xed assets 7,468 Jill E. Martin represents low-income people in state Humans & Nature, LLC Profession Project will be planned. The project is funded primarily Total expenses 11,312,884 Catherine A. Mohan Total assets $ 6,944,638 psychiatric hospitals and after discharge. Yale University Professor Ellen Waldman, Thirty-one women have Foundation is contributing through a grant from the Ann B. Mulcahy Changes in unrestricted net assets 220,481 • Connecticut Legal Services $ 3,919,536 $ 240,029 $ 1,063,271 $ 5,222,836 of Public Health, Thomas Jefferson been interviewed since the $5,000 for start up costs. American Savings Bank Dean Jeremy R. Paul Liabilities and Net Assets provides general legal assistance in all areas of the Senior Consultant and School of Law inception of the Oral His- Foundation with supple- Hon. A. Susan Peck Committee Members Changes in temporarily restricted net assets: Suzanne Brown Walsh, mental support from the Current liabilities: Revenues and support: state except Hartford and New Haven counties. Fellow, Hastings Center tory Project in 1999. Karyl Hon. Barbara M. Quinn Louis R. Pepe, Chair • Greater Hartford Legal Aid $ 1,691,742 $ 103,636 $ 458,876 $ 2,254,254 Timothy S. Fisher, Cummings and Lockwood, Evans, a documentary fi lm- Connecticut Bar Founda- Accounts payable and accrued expenses $ 97,441 IOLTA income 4,085,089 Ellen K. Rutt Patricia R. Kaplan General Foundation - Speziale fund 5,511 provides general legal assistance in greater Hartford. McCarter & English, LLP LLC maker, is working with the Stacy Smith Walsh Howard Klebanoff tion, Connecticut Legal Total current liabilities 97,441 Judicial Branch Grants-in-Aid 500,000 • Lawyers for Children America $ 45,768 $ 2,781 $ 12,448 $ 60,997 Professor Foundation to create short Marjorie S. Wilder William H. Prout, Jr. Services, and Children’s Court Fees Grants-in-Aid 2,208,365 provides representation to poor children in Fair- Stephen R. Latham, Committee Members video clips to be streamed Hon. Antonio C. Robaina Law Center. Between Net assets: Investment income: Unrestricted 933,177 Dividends and interest 166,575 fi eld, Hartford, Middlesex, and New Haven Counties. (l-r) Kate McEvoy, Susan Schmeiser, Suzanne Brown Walsh Yale Interdisciplinary Hon. Barry R. Schaller, on the internet. Mentoring Program Stephen E. Ronai the Project’s inception and Lea Nordlicht Shedd Co-Chair Temporarily restricted 5,914,020 Net realized and unrealized gain (loss) • New Haven Legal Assistance $ 1,350,678 $ 82,708 $ 366,371 $ 1,799,757 Center for Bioethics The Mentoring Program Dean Brad Saxton in 2007 and the close Peter L. Costas, Co-Chair Committee Members on investments (71,064) Vincent T. Marchesi, Subcommittee, the Con- of 2009, fi fty-two chil- Total net assets 6,847,197 Net assets released from program restrictions (11,195,580) provides general legal assistance in New Haven County. Hon. Anne C. Dranginis, M.D., Ph.D., Peter Arakas necticut Bar Association, Truancy dren were enrolled and • Statewide Legal Services of Connecticut $ 130,002 $ 20,267 $ 35,414 $ 185,683 Alice Herb Chair Anthony N. Brady and the New Haven Intervention Project fi fty-six attorneys served Total liabilities and net assets $ 6,944,638 Changes in temporarily restricted net assets (4,301,104) provides intake for low-income people and offers Professor of Pathology, Judith Hoberman Claudia A. Baio County Bar Association The goal of the Truancy as volunteers. Average self help, brief service, and referrals to other legal Director of the Boyer Center Stephen R. Latham Nicole Bernabo Changes in net assets (4,080,623) developed a pilot mentor- Intervention Project, a monthly student absences services providers in the state. for Molecular Medicine, William Logue Alice A. Bruno • Technology Grant $ 64,108 $ 64,108 Frances Z. Calafi ore ing program which pairs collaboration between the decreased by 62%. Peter Net assets, beginning of year 10,927,820 Yale University School Dean Jeremy R. Paul LEGAL SERVICES TOTAL $ 7,975,287 $ 496,760 $ 2,146,287 $ 10,618,334 of Medicine Dean Brad Saxton Kathryn Calibey seasoned attorneys with New Britain school system Arakas chairs the com- Net assets, end of year $ 6,847,197 Kate McEvoy, Lea Nordlicht Shedd Dina S. Fisher new lawyers. Data will and volunteer attorneys, mittee. Peter L.Costas Hon. Barry R. Schaller Deputy Director, Deborah J. Tedford Complete audited fi nancial statements are available at the Connecticut Bar Foundation offi ces. Suzanne Brown Walsh Technology Grant Agency on Aging of Connecticut Bar Foundation Contributors “Rockville Bank has The Connecticut Bar Foundation granted $169,413 Fellows Education and Program Committee Members We wish to thank the supporters, including the James W. Cooper Fellows, whose generous contributions make the programs of the Foundation possible: proudly supported the to the legal aid providers to plan and implement a William Logue, Chair Professor Carolyn W. Kaas IOLTA program of the Peter Arakas Scott M. Karsten Annual Reception Connecticut Bar Association Hon. Arnold W. Aronson John H. Harrington Beth Z. and Martin B. Margulies website for Connecticut’s poorest residents and to Sponsors Family Law Section in memory of Bernard Poliner Sylvia Heiman Law Offi ces of Ann Monaghan CBF at Leadership levels Vanessa Roberts Avery Howard Klebanoff upgrade the grantees’ hardware and software. The Event Sponsor McCarter & English LLP Livia D. Barndollar in memory of Hon. Richard N. Palmer since its establishment Livia D. Barndollar Robert M. Langer (l-r) Linda Greenhouse, Annual (l-r) Hon. Dawne Westbrook, Vanessa Hon. Robert E. Beach, Jr. Hon. Albert W. Cretella, Jr. Susan T. and website will expand legal services for low-income resi- • Webster Bank James D. Bartolini Dwight H. Merriam Reception speaker, with Rosemary E. Roberts, Moy Ogilvie at the Annual In-Kind Contributions Hon. Ellen Bree Burns The Hilbert & Shirley Hendel Mitchell W. Pearlman and plans to continue at dents by providing extensive, user-friendly information Peter L. Costas Dean Jeremy R. Paul Sponsors Giuliano Reception Connecticut Bar Association CATIC Foundation Inc. Family Foundation Elliot B. Pollack Leadership levels,” stated and documents in multiple languages. Links to other Hon. Juliett L. Crawford Louis R. Pepe • Kostin Ruffkess & John Lawrence Helen M. and Robert D. Coffey Mary F. and in memory of Company, LLC Doris M. and William R. Davis Hon. Francis X. Hennessy Francis J. Londregan Rockville Bank President law related websites will be included. Steven D. Ecker Hon. Antonio C. Robaina Quinnipiac University William J. McGurk. Steven Eppler-Epstein Stephen E. Ronai • Kronholm Insurance Services School of Law in memory of Bernard Poliner Sharon and Leonard Jacobs Ellen and Robert Scalettar University of Connecticut Lila and Gordon Fain Valerie E. Maze Keeney Toni M. and “We recognize the need to John R. Flores Debra C. Ruel Law School Scholarships Bioethics and the Law School of Law William F. Gallagher Sandy F. Klebanoff Luis A. Smith-Rosario fund legal aid for those in Rosemary E. Giuliano Dean Brad Saxton Symposium Ann and Jim Green Roger M. Klinger Nancy V. and William H. Trachsel Quinnipiac University School of Law, the University Professor Robert W. Gordon Hon. Jonathan E. Silbert need, especially in this Connecticut Bar Association Foundation/ in honor of Hon. A. Susan Peck Mary-Christy Fisher and Lyn G. Walker of Connecticut School of Law, and Yale Law School Charles B. Higgins Toni Smith-Rosario Elder Law Section Legal Services Supporters Ira B. Grudberg Harold Hongju Koh Doreen Fundiller-Zweig and economic challenging (l-r) Christopher P. McCormack, Ralph (l-r) Norman K. Janes, recipient of the (l-r) Hon. Leslie I. Olear, Hon. Antonio Connecticut Bar Association Karen Kellerman and Elizabeth P. and Law Offi ces of Elliot C. Zweig, M.D. each received $20,000 from the Connecticut Bar Sung-Ho Hwang Marilyn Toland time,” he added. Norman K. Janes Frederick S. Ury J. Monaco, Francis J. Brady at the Legal Services Leadership Award, with C. Robaina, Kathleen A. Dwyer at the Estates and Probate Section Peter Arakas Robert P. Hanahan Leighton Katz & Drapeau in honor of Hon. A. Susan Peck Foundation’s IOLTA Law School Scholarship Program. Professor Quintin Johnstone Michael S. Wilder Prof. Bruce Jennings and Prof. Ellen Waldman Annual Reception Hugh C. Macgill at the Annual Reception Annual Reception Grants Interest on Lawyers’ Trust Accounts/Interest on Trust Accounts (IOLTA/IOTA) Bioethics and the Law Symposium James W. Cooper Fellows Activities Financial Statements Judicial Branch Grants-in-Aid (JBGIA) • Court Fees Grants-in-Aid (CFGIA) CONNECTICUT BAR FOUNDATION, INC. CONNECTICUT BAR FOUNDATION, INC. The Bioethics and the Law Symposium. Legal and Ethical Participants South Central High School Committee Statement of Financial Position Statement of Activities and Changes in Net Assets Legal Services Providers IOLTA/IOTA JBGIA CFGIA GRANTS Issues at the End of Life: Confronting Incapacity and the David A. Baggish, M.D., Connecticut, Inc. Essay Contest Members December 31, 2009 For the year ended December 31, 2009 Co-Chair, Middlesex Andrea Schaffner, M.D., PAID Emerging Epidemic of Progressive and Chronic Dementias, The 2008-2009 state- Andrea Barton 2009 2009 held October 2, 2009 at Quinnipiac University School Hospital Bioethics Medical Director, wide high school Reeves, Assets Changes in unrestricted net assets: • AIDS Legal Network for Connecticut $ 53,573 $ 3,279 $ 14,595 $ 71,447 Essex Meadows of Law, was one of the Foundation’s most successful sym- Committee essay contest topic Chair Current assets: Revenues and support: Professor Robert A. Burt, Health Center Cash and cash equivalents $ 890,577 Net realized and unrealized gain (loss) provides legal assistance to low-income people posia. Health professionals, ethicists, practicing lawyers, was “Techno Trouble”. Peter Arakas Alexander M. Bickel Dean Brad Saxton, Mark Carta Investments, at fair market value 5,634,516 on investments $ 134,416 with HIV/AIDS. and legal experts discussed ethical and legal implications Ninety Fellows served Professor of Law, Quinnipiac University Leo V. Diana IOLTA - receivables 357,951 Dividends and interest 29,030 • Center for Children’s Advocacy $ 172,038 $ 10,530 $ 46,575 $ 229,143 of end-of-life problems associated with progressive and Accounts receivable 54,126 Fellows contributions 81,675 Yale University School of Law as judges. The winner Robert A. Harris provides legal advice to poor children statewide. chronic dementia. Subject areas for presentations and received a $3,000 sav- Contributions 85,594 • Children’s Law Center $ 97,470 $ 5,960 $ 26,399 $ 129,829 Patrick P. Coll, M.D., Hon. Barry R. Schaller, (l-r) William Logue, Hugh C. Macgill, Associate Justice Flemming L. William Logue Total current assets 6,937,170 Other income 7,070 panel discussions included: assessing decision-making ings bond and the two Ann M. Siczewicz provides representation to poor children in Hart- Center on Aging, Appellate Court Norcott, Associate Justice Peter T. Zarella, Emmett Gilles, Conard High Total revenues and support 337,785 capacity at the very end-of-life; legal services; ethical Professor runners-up received School, Associate Justice Christine S. Vertefeuille, Kathleen Lynch, South Jack G. Steigelfest Fixed assets: Net assets released from program restrictions 11,195,580 ford, New Britain, and Windham Judicial Districts. University of Connecticut guidelines and challenges; and dispute resolution, seek- Health Center Susan Schmeiser, $1,500 savings bonds Windsor High School, Brad Saxton, Mackenzie Schepman, Daniel Hand Allan B. Taylor Leasehold improvements 2,680 Total revenues 11,533,365 • Connecticut Fair Housing Center $ 101,694 $ 6,209 $ 27,687 $ 135,590 Office furniture and equipment 95,417 ing solutions through mediation and other ADR meth- for educational use. High School, Associate Justice C. Ian McLachlan, Andrea Barton Reeves Martha S. Triplett Peter L. Costas, University of Connecticut Expenses: represents those who have been victims ods. The speakers and panelists are writing articles for Pepe & Hazard LLP School of Law Linda J. Kelly be collected to assess the is to keep middle school Accumulated depreciation (90,629) General and administrative 574,987 of housing discrimination. publication in the Probate Law Journal. Professor Bruce Jennings, Lea Nordlicht Shedd Oral History of Connecti- Grants and program 10,737,897 Michele G. Kostin children in school. The • Connecticut Legal Rights Project $ 348,678 $ 21,361 $ 94,651 $ 464,690 Director, Center for Shedd and Hoberman, cut Women in the Legal program, and a symposium Net fixed assets 7,468 Jill E. Martin represents low-income people in state Humans & Nature, LLC Profession Project will be planned. The project is funded primarily Total expenses 11,312,884 Catherine A. Mohan Total assets $ 6,944,638 psychiatric hospitals and after discharge. Yale University Professor Ellen Waldman, Thirty-one women have Foundation is contributing through a grant from the Ann B. Mulcahy Changes in unrestricted net assets 220,481 • Connecticut Legal Services $ 3,919,536 $ 240,029 $ 1,063,271 $ 5,222,836 of Public Health, Thomas Jefferson been interviewed since the $5,000 for start up costs. American Savings Bank Dean Jeremy R. Paul Liabilities and Net Assets provides general legal assistance in all areas of the Senior Consultant and School of Law inception of the Oral His- Foundation with supple- Changes in temporarily restricted net assets: Hon. A. Susan Peck Committee Members Suzanne Brown Walsh, mental support from the Current liabilities: Revenues and support: state except Hartford and New Haven counties. Fellow, Hastings Center tory Project in 1999. Karyl Hon. Barbara M. Quinn Louis R. Pepe, Chair • Greater Hartford Legal Aid $ 1,691,742 $ 103,636 $ 458,876 $ 2,254,254 Timothy S. Fisher, Cummings and Lockwood, Evans, a documentary film- Connecticut Bar Founda- Accounts payable and accrued expenses $ 97,441 IOLTA income 4,085,089 Ellen K. Rutt Patricia R. Kaplan General Foundation - Speziale fund 5,511 provides general legal assistance in greater Hartford. McCarter & English, LLP LLC maker, is working with the Stacy Smith Walsh Howard Klebanoff tion, Connecticut Legal Total current liabilities 97,441 Judicial Branch Grants-in-Aid 500,000 • Lawyers for Children America $ 45,768 $ 2,781 $ 12,448 $ 60,997 Professor Foundation to create short Marjorie S. Wilder William H. Prout, Jr. Services, and Children’s Court Fees Grants-in-Aid 2,208,365 provides representation to poor children in Fair- Stephen R. Latham, Committee Members video clips to be streamed Hon. Antonio C. Robaina Law Center. Between Net assets: Investment income: Unrestricted 933,177 Dividends and interest 166,575 field, Hartford, Middlesex, and New Haven Counties. (l-r) Kate McEvoy, Susan Schmeiser, Suzanne Brown Walsh Yale Interdisciplinary Hon. Barry R. Schaller, on the internet. Mentoring Program Stephen E. Ronai the Project’s inception Co-Chair Temporarily restricted 5,914,020 Net realized and unrealized gain (loss) • New Haven Legal Assistance $ 1,350,678 $ 82,708 $ 366,371 $ 1,799,757 and Lea Nordlicht Shedd Center for Bioethics The Mentoring Program Dean Brad Saxton in 2007 and the close Peter L. Costas, Co-Chair Committee Members on investments (71,064) Vincent T. Marchesi, Subcommittee, the Con- of 2009, fifty-two chil- Total net assets 6,847,197 Net assets released from program restrictions (11,195,580) provides general legal assistance in New Haven County. Hon. Anne C. Dranginis, M.D., Ph.D., Peter Arakas necticut Bar Association, Truancy dren were enrolled and • Statewide Legal Services of Connecticut $ 130,002 $ 20,267 $ 35,414 $ 185,683 Alice Herb Chair Anthony N. Brady and the New Haven Intervention Project fifty-six attorneys served Total liabilities and net assets $ 6,944,638 Changes in temporarily restricted net assets (4,301,104) provides intake for low-income people and offers Professor of Pathology, Judith Hoberman Claudia A. Baio County Bar Association The goal of the Truancy as volunteers. Average self help, brief service, and referrals to other legal Director of the Boyer Center Stephen R. Latham Nicole Bernabo Changes in net assets (4,080,623) developed a pilot mentor- Intervention Project, a monthly student absences services providers in the state. for Molecular Medicine, William Logue Alice A. Bruno • Technology Grant $ 64,108 $ 64,108 Frances Z. Calafiore ing program which pairs collaboration between the decreased by 62%. Peter Net assets, beginning of year 10,927,820 Yale University School Dean Jeremy R. Paul LEGAL SERVICES TOTAL $ 7,975,287 $ 496,760 $ 2,146,287 $ 10,618,334 of Medicine Dean Brad Saxton Kathryn Calibey seasoned attorneys with New Britain school system Arakas chairs the com- Net assets, end of year $ 6,847,197 Kate McEvoy, Lea Nordlicht Shedd Dina S. Fisher new lawyers. Data will and volunteer attorneys, mittee. Peter L.Costas Hon. Barry R. Schaller Deputy Director, Deborah J. Tedford Complete audited financial statements are available at the Connecticut Bar Foundation offices. Suzanne Brown Walsh Technology Grant Agency on Aging of Connecticut Bar Foundation Contributors “Rockville Bank has Fellows Education and Program Committee Members The Connecticut Bar Foundation granted $169,413 We wish to thank the supporters, including the James W. Cooper Fellows, whose generous contributions make the programs of the Foundation possible: proudly supported the to the legal aid providers to plan and implement a William Logue, Chair Professor Carolyn W. Kaas IOLTA program of the Peter Arakas Scott M. Karsten Annual Reception Connecticut Bar Association Hon. Arnold W. Aronson John H. Harrington Beth Z. and Martin B. Margulies website for Connecticut’s poorest residents and to Sponsors Family Law Section in memory of Bernard Poliner Sylvia Heiman Law Offices of Ann Monaghan CBF at Leadership levels Vanessa Roberts Avery Howard Klebanoff upgrade the grantees’ hardware and software. The Event Sponsor McCarter & English LLP Livia D. Barndollar in memory of Hon. Richard N. Palmer since its establishment Livia D. Barndollar Robert M. Langer (l-r) Linda Greenhouse, Annual (l-r) Hon. Dawne Westbrook, Vanessa Hon. Robert E. Beach, Jr. Hon. Albert W. Cretella, Jr. Susan T. and website will expand legal services for low-income resi- • Webster Bank James D. Bartolini Dwight H. Merriam Reception speaker, with Rosemary E. Roberts, Moy Ogilvie at the Annual In-Kind Contributions Hon. Ellen Bree Burns The Hilbert & Shirley Hendel Mitchell W. Pearlman and plans to continue at dents by providing extensive, user-friendly information Peter L. Costas Dean Jeremy R. Paul Sponsors Giuliano Reception Connecticut Bar Association CATIC Foundation Inc. Family Foundation Elliot B. Pollack Leadership levels,” stated and documents in multiple languages. Links to other Hon. Juliett L. Crawford Louis R. Pepe • Kostin Ruffkess & John Lawrence Helen M. and Robert D. Coffey Mary F. and in memory of Company, LLC Doris M. and William R. Davis Hon. Francis X. Hennessy Francis J. Londregan Rockville Bank President law related websites will be included. Steven D. Ecker Hon. Antonio C. Robaina Quinnipiac University William J. McGurk. Steven Eppler-Epstein Stephen E. Ronai • Kronholm Insurance Services School of Law in memory of Bernard Poliner Sharon and Leonard Jacobs Ellen and Robert Scalettar University of Connecticut Lila and Gordon Fain Valerie E. Maze Keeney Toni M. and “We recognize the need to John R. Flores Debra C. Ruel Law School Scholarships Bioethics and the Law School of Law William F. Gallagher Sandy F. Klebanoff Luis A. Smith-Rosario fund legal aid for those in Rosemary E. Giuliano Dean Brad Saxton Symposium Ann and Jim Green Roger M. Klinger Nancy V. and William H. Trachsel Quinnipiac University School of Law, the University Professor Robert W. Gordon Hon. Jonathan E. Silbert need, especially in this Connecticut Bar Association Foundation/ in honor of Hon. A. Susan Peck Mary-Christy Fisher and Lyn G. Walker of Connecticut School of Law, and Yale Law School Charles B. Higgins Toni Smith-Rosario Elder Law Section Legal Services Supporters Ira B. Grudberg Harold Hongju Koh Doreen Fundiller-Zweig and economic challenging (l-r) Christopher P. McCormack, Ralph (l-r) Norman K. Janes, recipient of the (l-r) Hon. Leslie I. Olear, Hon. Antonio Connecticut Bar Association Karen Kellerman and Elizabeth P. and Law Offices of Elliot C. Zweig, M.D. each received $20,000 from the Connecticut Bar Sung-Ho Hwang Marilyn Toland time,” he added. Norman K. Janes Frederick S. Ury J. Monaco, Francis J. Brady at the Legal Services Leadership Award, with C. Robaina, Kathleen A. Dwyer at the Estates and Probate Section Peter Arakas Robert P. Hanahan Leighton Katz & Drapeau in honor of Hon. A. Susan Peck Foundation’s IOLTA Law School Scholarship Program. Professor Quintin Johnstone Michael S. Wilder Prof. Bruce Jennings and Prof. Ellen Waldman Annual Reception Hugh C. Macgill at the Annual Reception Annual Reception Connecticut Bar Foundation Board of Directors

IOLTA “During 2009, the LEADERSHIP BANKS THE CONNECTICUT BAR FOUNDATION Connecticut Fair During this time of 2009 ANNUAL REPORT Housing Center historically low interest continued to challenge rates, these banks have volunteered to pay a net the entrenched housing yield that is higher than • Seated (l-r) Peter Arakas, Timothy S. Fisher, Hugh C. Macgill, Sandy Klebanoff, D. Larkin Chenault • Back row (l-r) segregation so prevalent the yield they are required Robert M. Langer, James T. Shearin, Christine O. Morgan, Ingrid L. Moll, Hon. Anthony V. DeMayo, Bruce R. Peabody, Quintin to pay on IOLTA. The Johnstone, Brad Saxton, Frederic S. Ury, John R. Logan, Kate Stith, Ralph J. Monaco, Jeremy R. Paul, Hon. Raymond R. Norko, in Connecticut. The Connecticut Bar Founda- Amy Lin Meyerson, Joseph D. D’Alesio, Toni Smith-Rosario tion was proud to honor Offi cers Joseph D. D’Alesio Hon. Raymond R. Norko Dean Harold Hongju Koh Staff Center also provided the Platinum and Leader- Hugh C. Macgill, Rosemary E. Giuliano Bruce R. Peabody (through 6/09) Sandy F. Klebanoff, President Beverly J. Hodgson (as of 3/09) Dean Jeremy R. Paul Executive Director ship Banks for helping to Timothy S. Fisher, (through 2/09) Louis R. Pepe Dean Robert C. Post Elizabeth Drummond, legal assistance Connecticut Legal Services, Inc. (CLS) provide legal services for Vice President Robert M. Langer Ted M. See (as of 6/09) Assistant Director Connecticut Fair Housing Center, Inc. (CFHC) William H. Trachsel, John R. Logan James T. Shearin Hon. Chase T. Rogers Anne E. Goico, to homeowners in 1 Patricia was in an abusive relationship. After one particularly violent low-income households in Treasurer Patricia McCoy (as of 2/09) Dean Brad Saxton Finance Director “Maria” was at risk of losing her apartment of 4 /2 years when she episode, Patricia’s husband was arrested, and she moved into a domestic vio- crisis throughout Con- D. Larkin Chenault, Amy Lin Meyerson Toni Smith-Rosario Margaret M. Wittig, foreclosure by producing attempted to use a Section 8 voucher to pay her rent. When she received necticut at the Founda- Secretary (as of 3/09) Kate Stith Directors Emeriti Program Coordinator Ingrid Moll (as of 2/09) Frederic S. Ury Phillip I. Blumberg Katilyn Carling, the voucher, she contacted her landlord about using it to pay her current lence shelter with their two children. She obtained a restraining order, and a guide for homeown- tion’s Annual Reception. Board of Directors Ralph J. Monaco Hon. Anthony V. Administrative Assistant rent. Although her landlord owned her apartment and managed numerous the shelter referred her to CLS for help in divorcing her husband and retain- Peter Arakas (as of 4/09) Christine Owens Morgan Ex-Offi cio Directors DeMayo Gina J. Casella, ing custody of her two children. Patricia wanted to ensure that her husband’s Platinum Leadership Bank Livia D. Barndollar John Motley Peter Arakas Quintin Johnstone Assistant ers in foreclosure which others, offi ce staff claimed to be unfamiliar with Section 8. After weeks (as of 7/09) (through 3/09) (through 4/09) Alex Lloyd •Rockville Bank of failed attempts to resolve the matter with her landlord, Maria sought visitation with their children be supervised because she was afraid that he James E. Bowers William H. Narwold D. Larkin Chenault George Schatzki has already gone into would lose his temper and hurt them. She wanted a court order requiring her Leadership Banks (through 2/09) (through 2/09) help from the CFHC. As a result of the Center’s intervention, not only its second printing. Our was Maria able to keep her apartment, but her landlord was required to husband to attend anger management and drug addiction services. Patricia •Citizens Bank of Report of President Hugh Macgill and Executive Director Sandy Klebanoff Connecticut pay damages and attorney’s fees and undergo fair housing training. had been accepted at a university in a nearby state and wanted to complete IOLTA receipts hit an all time violence obtain protective orders, helps the legal services agencies we support staff, fully committed her college education. Her CLS attorney helped her fi le for a divorce, which •The Connecticut Bank low in 2009, reduced to $4,085,000 keep people in their homes and helps alive and vigorous (if a bit wounded), and Trust Company from $20,764,522 in 2007, a reduction protect the elderly and others from be- owing in signifi cant part to the work included supervised visitation when her husband met with their children, and to the Center’s mission, •Connecticut Community of 80.33%. This decrease, together ing victimized.” of the Foundation’s overextended and a request for interim orders allowing her to relocate in order to complete her Bank, N.A. with the loss of the $1 million Judicial Our thanks go to the hundreds of undercompensated professional staff. Branch Grants-in-Aid, caused the James W. Cooper Fellows who embody Their commitment and tireless labor, continues their innova- Cy Pres college education. Patricia appreciates the support and help she received dur- •Hudson Valley Bank, N.A. Foundation’s Board of Directors to re- and support the Foundation’s mis- time and again, have kept the Founda- Acknowledgements ing this diffi cult time, and without the help of CLS, she doubts that she could •New Alliance Bank duce IOLTA grants 50% and eliminate sion. The leadership, enthusiasm, and tion on track and effective. tive and impressive work The Foundation gratefully acknowledges an $80,000 cy pres distribution •Salisbury Bank & the state grant in the last two quarters. dedication of Peter Arakas, Dean Brad have made it through this situation. Saxton, and Bill Logue are an inspira- Postscript from Hugh Macgill Trust Company On the bright side, through the efforts which is made possible in from the class action settlement of In re Publication Paper Antitrust Litiga- of many friends and supporters of legal tion to all. Responsibility for giving away •Savings Bank of Danbury services for low income residents, the We thank Jim Bowers, Bev money, enviable to all appearances, part by IOLTA, Judicial tion, No. 3:04 MD 1631 (D. Conn.), and a $33,959 cy pres distribution •Sovereign Bank legislature and the governor helped Hodgson, Norm Janes, Dean Harold becomes less enviable when the money from the class action settlement in In re Polychloroprene Antitrust Litigation, IOLTA / IOTA / JBGIA / CFGIA New England meet this challenge by their approval of Koh, John Motley, and Bill Narwold for dries up. The past two years has been Branch Grants-in-Aid, Funds Distribution Chart 2009 Scholarships .70% P.A. 09-152, which designates certain their years of service on the board, and a testing time. I leave the presidency No. 3:05 MD 1642 (D. Conn.). The Foundation extends its special thanks •TD Bank, N.A. court fee increases for legal services. we look forward to working with new grateful for the certainty that we passed to Class Counsel, as well as United States District Judge Stefan R. Under- Administration 5.00% •Thomaston Savings Bank These funds provided $2,208,365 in board members Livia Barndollar, Larkin that test, with a generous margin. and Court Fees Grants- hill, who approved the cy pres awards in both cases. •Torrington Savings Bank 2009 and are expected to generate over Chenault, Amy Lin Meyerson, Ingrid “We?”All of us, the entire staff, lawyers, $8 million in 2010. Moll, Bruce Peabody, Dean Robert Post, and legal services agencies whose vital in-Aid funding.” •Union Savings Bank As John G. Levi, Chairman of the and Tim Shearin. We also thank Chief role in the life of our state has ceased •Webster Bank, N.A. LSC Board of Directors recently wrote, Justice Rogers and the Judicial Branch to be a secret, and the directors of the “In these challenging times, all of us and the leadership of the Connecticut Foundation whose ability, commitment, Erin Kemple, Bequest Grants & Programs 94.30% We urge you to choose in the legal profession must act so that Bar Association for their vital support and cohesion make the board a powerful Executive Director justice is more than just an idea. Access of the Foundation and legal services for force for social justice in Connecticut. I The Connecticut Bar Foundation deeply appreciates the generous bequest Total Distributed a Platinum or Leadership The Connecticut Fair Bank to improve access to legal aid helps people maintain their low income people. have had superb company these past two $11,195,853 livelihoods, helps victims of domestic We survived this past year, with years and I will always be grateful for it. Housing Center, Inc. from the estate of Catherine G. Roraback. to justice in Connecticut. The Connecticut Bar Foundation, 31 Pratt St., Hartford, CT 06103 860-722-2494 • Fax 860-722-2497 • Email [email protected] • www.cbf.ctbar.org

Design: Parente Design | Printing: Fine Print of New England | Photography: Kathleen Cei and Nick Lacy Connecticut Bar Foundation Board of Directors

IOLTA “During 2009, the LEADERSHIP BANKS THE CONNECTICUT BAR FOUNDATION Connecticut Fair During this time of 2009 ANNUAL REPORT Housing Center historically low interest continued to challenge rates, these banks have volunteered to pay a net the entrenched housing yield that is higher than • Seated (l-r) Peter Arakas, Timothy S. Fisher, Hugh C. Macgill, Sandy Klebanoff, D. Larkin Chenault • Back row (l-r) segregation so prevalent the yield they are required Robert M. Langer, James T. Shearin, Christine O. Morgan, Ingrid L. Moll, Hon. Anthony V. DeMayo, Bruce R. Peabody, Quintin to pay on IOLTA. The Johnstone, Brad Saxton, Frederic S. Ury, John R. Logan, Kate Stith, Ralph J. Monaco, Jeremy R. Paul, Hon. Raymond R. Norko, in Connecticut. The Connecticut Bar Founda- Amy Lin Meyerson, Joseph D. D’Alesio, Toni Smith-Rosario tion was proud to honor Offi cers Joseph D. D’Alesio Hon. Raymond R. Norko Dean Harold Hongju Koh Staff Center also provided the Platinum and Leader- Hugh C. Macgill, Rosemary E. Giuliano Bruce R. Peabody (through 6/09) Sandy F. Klebanoff, President Beverly J. Hodgson (as of 3/09) Dean Jeremy R. Paul Executive Director ship Banks for helping to Timothy S. Fisher, (through 2/09) Louis R. Pepe Dean Robert C. Post Elizabeth Drummond, legal assistance Connecticut Legal Services, Inc. (CLS) provide legal services for Vice President Robert M. Langer Ted M. See (as of 6/09) Assistant Director Connecticut Fair Housing Center, Inc. (CFHC) William H. Trachsel, John R. Logan James T. Shearin Hon. Chase T. Rogers Anne E. Goico, to homeowners in 1 Patricia was in an abusive relationship. After one particularly violent low-income households in Treasurer Patricia McCoy (as of 2/09) Dean Brad Saxton Finance Director “Maria” was at risk of losing her apartment of 4 /2 years when she episode, Patricia’s husband was arrested, and she moved into a domestic vio- crisis throughout Con- D. Larkin Chenault, Amy Lin Meyerson Toni Smith-Rosario Margaret M. Wittig, foreclosure by producing attempted to use a Section 8 voucher to pay her rent. When she received necticut at the Founda- Secretary (as of 3/09) Kate Stith Directors Emeriti Program Coordinator Ingrid Moll (as of 2/09) Frederic S. Ury Phillip I. Blumberg Katilyn Carling, the voucher, she contacted her landlord about using it to pay her current lence shelter with their two children. She obtained a restraining order, and a guide for homeown- tion’s Annual Reception. Board of Directors Ralph J. Monaco Hon. Anthony V. Administrative Assistant rent. Although her landlord owned her apartment and managed numerous the shelter referred her to CLS for help in divorcing her husband and retain- Peter Arakas (as of 4/09) Christine Owens Morgan Ex-Offi cio Directors DeMayo Gina J. Casella, ing custody of her two children. Patricia wanted to ensure that her husband’s Platinum Leadership Bank Livia D. Barndollar John Motley Peter Arakas Quintin Johnstone Assistant ers in foreclosure which others, offi ce staff claimed to be unfamiliar with Section 8. After weeks (as of 7/09) (through 3/09) (through 4/09) Alex Lloyd •Rockville Bank of failed attempts to resolve the matter with her landlord, Maria sought visitation with their children be supervised because she was afraid that he James E. Bowers William H. Narwold D. Larkin Chenault George Schatzki has already gone into would lose his temper and hurt them. She wanted a court order requiring her Leadership Banks (through 2/09) (through 2/09) help from the CFHC. As a result of the Center’s intervention, not only its second printing. Our was Maria able to keep her apartment, but her landlord was required to husband to attend anger management and drug addiction services. Patricia •Citizens Bank of Report of President Hugh Macgill and Executive Director Sandy Klebanoff Connecticut pay damages and attorney’s fees and undergo fair housing training. had been accepted at a university in a nearby state and wanted to complete IOLTA receipts hit an all time violence obtain protective orders, helps the legal services agencies we support staff, fully committed her college education. Her CLS attorney helped her fi le for a divorce, which •The Connecticut Bank low in 2009, reduced to $4,085,000 keep people in their homes and helps alive and vigorous (if a bit wounded), and Trust Company from $20,764,522 in 2007, a reduction protect the elderly and others from be- owing in signifi cant part to the work included supervised visitation when her husband met with their children, and to the Center’s mission, •Connecticut Community of 80.33%. This decrease, together ing victimized.” of the Foundation’s overextended and a request for interim orders allowing her to relocate in order to complete her Bank, N.A. with the loss of the $1 million Judicial Our thanks go to the hundreds of undercompensated professional staff. Branch Grants-in-Aid, caused the James W. Cooper Fellows who embody Their commitment and tireless labor, continues their innova- Cy Pres college education. Patricia appreciates the support and help she received dur- •Hudson Valley Bank, N.A. Foundation’s Board of Directors to re- and support the Foundation’s mis- time and again, have kept the Founda- Acknowledgements ing this diffi cult time, and without the help of CLS, she doubts that she could •New Alliance Bank duce IOLTA grants 50% and eliminate sion. The leadership, enthusiasm, and tion on track and effective. tive and impressive work The Foundation gratefully acknowledges an $80,000 cy pres distribution •Salisbury Bank & the state grant in the last two quarters. dedication of Peter Arakas, Dean Brad have made it through this situation. Saxton, and Bill Logue are an inspira- Postscript from Hugh Macgill Trust Company On the bright side, through the efforts which is made possible in from the class action settlement of In re Publication Paper Antitrust Litiga- of many friends and supporters of legal tion to all. Responsibility for giving away •Savings Bank of Danbury services for low income residents, the We thank Jim Bowers, Bev money, enviable to all appearances, part by IOLTA, Judicial tion, No. 3:04 MD 1631 (D. Conn.), and a $33,959 cy pres distribution •Sovereign Bank legislature and the governor helped Hodgson, Norm Janes, Dean Harold becomes less enviable when the money from the class action settlement in In re Polychloroprene Antitrust Litigation, IOLTA / IOTA / JBGIA / CFGIA New England meet this challenge by their approval of Koh, John Motley, and Bill Narwold for dries up. The past two years has been Branch Grants-in-Aid, Funds Distribution Chart 2009 Scholarships .70% P.A. 09-152, which designates certain their years of service on the board, and a testing time. I leave the presidency No. 3:05 MD 1642 (D. Conn.). The Foundation extends its special thanks •TD Bank, N.A. court fee increases for legal services. we look forward to working with new grateful for the certainty that we passed to Class Counsel, as well as United States District Judge Stefan R. Under- Administration 5.00% •Thomaston Savings Bank These funds provided $2,208,365 in board members Livia Barndollar, Larkin that test, with a generous margin. and Court Fees Grants- hill, who approved the cy pres awards in both cases. •Torrington Savings Bank 2009 and are expected to generate over Chenault, Amy Lin Meyerson, Ingrid “We?”All of us, the entire staff, lawyers, $8 million in 2010. Moll, Bruce Peabody, Dean Robert Post, and legal services agencies whose vital in-Aid funding.” •Union Savings Bank As John G. Levi, Chairman of the and Tim Shearin. We also thank Chief role in the life of our state has ceased •Webster Bank, N.A. LSC Board of Directors recently wrote, Justice Rogers and the Judicial Branch to be a secret, and the directors of the “In these challenging times, all of us and the leadership of the Connecticut Foundation whose ability, commitment, Erin Kemple, Bequest Grants & Programs 94.30% We urge you to choose in the legal profession must act so that Bar Association for their vital support and cohesion make the board a powerful Executive Director justice is more than just an idea. Access of the Foundation and legal services for force for social justice in Connecticut. I The Connecticut Bar Foundation deeply appreciates the generous bequest Total Distributed a Platinum or Leadership The Connecticut Fair Bank to improve access to legal aid helps people maintain their low income people. have had superb company these past two $11,195,853 livelihoods, helps victims of domestic We survived this past year, with years and I will always be grateful for it. Housing Center, Inc. from the estate of Catherine G. Roraback. to justice in Connecticut. The Connecticut Bar Foundation, 31 Pratt St., Hartford, CT 06103 860-722-2494 • Fax 860-722-2497 • Email [email protected] • www.cbf.ctbar.org

Design: Parente Design | Printing: Fine Print of New England | Photography: Kathleen Cei and Nick Lacy