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Rhode Island Foundation One Union Station Providence, Rhode Island 02903 (401) 274-4564

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Rhode Island Foundation One Union Station Providence, Rhode Island 02903 (401) 274-4564 T h e R H O D E I S L A N D The F O U N HODE SLAND D R I A T I O N FOUNDATION 2 0 0 2009 YEARBOOK 9 Y E A R B O O K THE RHODE ISLAND FOUNDATION ONE UNION STATION PROVIDENCE, RHODE ISLAND 02903 www.rifoundation.org (401) 274-4564 PERMANENT STATEWIDE COMMUNITY PHILANTHROPY IMPACT LEADERSHIP CONTENTS 2 HIGHLIGHTS Gifts exceed $44 million Grants exceed $27 million Generous donors establish 57 new funds 6 LETTER FROM THE PRESIDENT AND THE CHAIRMAN Taking the long view, investing in Rhode Island 8 A FITTING TRIBUTE The George Graboys Leadership Fund honors venerated director and chairman 8 CHAMPIONING PUBLIC EDUCATION 10 CAPACITY BUILDING TAKES OFF The Initiative for Nonprofit Excellence celebrates one year with an endowment of its own 12 CHARTING THE COURSE FOR A HEALTHIER RHODE ISLAND A $20 million endowment for primary care 14 SPECIAL CAMPAIGNS The Black Philanthropy Initiative and Equity Action focus on social justice and DESIGN: equity for all Rhode Islanders Greenwood Associates 16 2008 GRANT PROGRAMS OVERVIEW PRINTER: The Signature Group 18 2008 GRANTEES Your support strengthened 1,312 nonprofit EDITOR: organizations Melanie Coon 32 VOLUNTEER ADVISORS ASSISTANT EDITORS: 379 Rhode Islanders help us invest wisely Jean Cohoon and Jessica Rutledge 36 FREQUENTLY ASKED QUESTIONS ADMINISTRATIVE SUPPORT: Jamie Hull ABOUT GIVING 38 PERMANENT ENDOWMENTS 57 new endowments bring total to 1,140 stories of generosity 79 1916 SOCIETY MEMBERS More than 200 individuals and families plan to leave their legacy 82 FINANCIALS Weathering 2008's financial storms, the Foundation maintains its position as one of the largest in the nation 84 OUR BOARD 86 OUR STAFF The Rhode Island Foundation works to build a better Rhode Island as a philanthropic resource . for people, communities, organizations and programs. OUR MISSION WHAT WE DO: WHAT WE VALUE: We evaluate community issues Transparency and make strategic grants. Inclusiveness We promote and build Innovation effective philanthropy. Collaboration We steward permanent endowments, Partnerships honoring donor intent and current needs. And most of all We build the strengths and capacity of the nonprofit sector. Community We provide leadership to and a forum for civil dialogue on important issues. THE RHODE ISLAND FOUNDATION We grow our endowment through Since 1916 . connecting private disciplined and quality investments. philanthropy to the public good 1 2 Thomas Payne FOUNDA COMMUNITY OF YOUR HIGHLIGHTS 2008 TION 2008 was an historic year PERMANENT PHILANTHROPY N Established 57 new, permanent endowments, bringing the on many fronts, as the total at the Foundation to 1,140 (see pp. 38-78 for stories Foundation welcomed a new of our newest partners in philanthropy) president and chief executive N Accepted more than $44 million in charitable gifts, the second-highest amount received in one year in the officer and elected a new Foundation’s 93-year history chairman. Grantmaking N Accepted endowments of 10 area nonprofits, ensuring their long-term financial stability and increasing the total number reached record-breaking of organizational endowment funds to 136 levels -- more than $27 million STATEWIDE IMPACT invested in Rhode Island -- N Broke previous Foundation grantmaking records by distributing more than $27 million in grants to more than 1,300 and new gifts and funds organizations statewide exceeded $44 million. We N Leveraged more than $200,000 in grant dollars by co-funding important projects with Foundation donor advisors also prepared to launch a new N Through the Initiative for Nonprofit Excellence, offered 20 website detailing our goals of developmental workshops and sector convenings that drew 524 staff members and 215 board members of 354 organizations. permanent philanthropy, N Distributed $500,000 in an emergency community grant to help community leadership, and Rhode Islanders with food, shelter, and heating costs in the statewide impact. midst of the state’s severe economic downturn COMMUNITY LEADERSHIP N Established, with a $20 million gift from Blue Cross Blue Shield of Rhode Island, the Fund for a Healthy Rhode Island, a permanent endowment to increase access to quality primary care N Launched a million dollar campaign for the Black Philanthropy Initiative, a permanent endowment at the Foundation devoted to causes and issues affecting Black Rhode Islanders N Convened the first annual Rhode Island Charter Public School Conference for more than 200 charter public school teachers, Participants in the first annual Rhode Island administrators, support staff, board members and parents to Charter Public School Conference, March share best practices 2008. N Appointed Neil D. Steinberg as the Foundation’s fourth Opposite page: Volunteer fire stokers dressed president and chief executive officer after a national search in black feed the flames during WaterFire, the spanning six months public arts event that has transformed the summer scene in downtown Providence. H i g h l i g h t s 3 Faces of philanthropy We are pleased to introduce you to a few of our treasured partners, donors who are investing in Rhode Island with The Rhode Island Foundation. We invite you to experience their compelling video stories by visiting our website, www.rifoundation.org. Raymond and Brenda Bolster are proud Rhode Islanders and deeply committed to their South County community. They enthusiastically contribute their time, energy, and financial resources to many local causes. To facilitate their philanthropy, they established a donor advised fund at the Foundation and joined The 1916 Society (see page 79). Brenda and Raymond talk about the rewards of giving back in their video story on our website. George M. Sage, founder of the Bonanza Bus Company, was philanthropic throughout his life and planned a legacy of giving. He created the George M. and Barbara H. Sage Fund at the Foundation upon his death and named his children as advisors to the fund. His daughter Anne Sage talks about her father's legacy and her own approach to philanthropy in her video story on our website. Upon learning of the Conservation Stewardship Collaborative (CSC) Endowment, established in 2007 by Hank and Peggy Sharpe, and the resulting challenge match established by an anonymous donor, Ed and Linda Wood decided to issue their own challenge to benefit the Hopkinton Land Trust and the CSC. The result: contributions are leveraged 4:1 for land stewardship in Rhode Island. Ed describes the inspiration behind his creative philanthropy in his video story on our website. These are challenging and changing times for all Rhode Islanders. But taking the long view, in the Foundation’s 93rd year, we remain optimistic. We will come out of this economic downturn. And the H i g h l i g Foundation will find new ways to continue fulfilling its mission, h t s , C o n t i n u e d 4 Mary Beth Meehan A Community MusicWorks student violinist reflects for a moment during a performance at Dexter Training Grounds in Providence. thanks in no small part to the wonderful Rhode Islanders engaging in philanthropy for the greatest good of the community, “notwithstanding the constantly changing conditions of human life.” H i g h l i DAVID M. HIRSCH, Chairman and g h t s NEIL D. STEINBERG, President and Chief Executive Officer , C o n t i n u e d 5 LETTER FROM THE PRESIDENT AND THE CHAIRMAN TAKING THE LONG VIEW, continued to place their trust in the INVESTING IN RHODE ISLAND community foundation model of permanent philanthropy, despite a gainst a backdrop of stunning downturn in the financial sweeping national markets that left much of the nation change and an historic reeling, we maintained our position presidential election, as one of the largest community A 2008 was a year of foundations in the United States by new beginnings at Rhode Island’s asset size. Like all endowments, only community foundation. In its ours suffered losses in the short 92nd year, the Foundation welcomed term, but we are proud of our its fourth president and chief 10-year investment performance executive officer. And George and feel confident in our long-term Graboys, who served the Foundation investment strategies (see page 82 with distinction as a director for a for a detailed look at our 2008 decade and as chairman for the last financials). three years, passed the mantle of partnership, the Rhode Island The largest fund to be established leadership to a new chairman. The League of Charter Schools, and in 2008 was the Fund for a Healthy Foundation owes a debt of gratitude other innovative efforts, and our Rhode Island, a $20 million dollar to George, who also served the increasing role as a champion for endowment that will be directed Foundation as acting president quality public education can certainly toward increasing access and for the last seven months of his be counted among George’s great affordability of primary care and chairmanship. The George Graboys legacies. medications to all Rhode Islanders. Leadership Fund, established by Tempered by sobering economic Healthcare has long been a priority the board of directors in his honor news for our nation and our state, investment area of the Foundation; (see story page 8), permanently the Foundation’s own financial the Fund for a Healthy Rhode Island commemorates his countless outlook remained cautiously will help us to further advance the contributions. We salute George optimistic. Our investments in the systemic changes in healthcare so for accepting a new challenge as community through grantmaking critical to the future of our state. chairman of the University of Rhode exceeded $27 million for the first We invite you to learn more about Island Foundation, a reflection of time in our history. We accepted the Fund in these pages. his unerring commitment to public more than $44 million in new gifts, We take seriously our responsibility education in our state.
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