85 YEARS 2013 REPORT TO OUR COMMUNITY A 85EXPERIENCE YEARS & EXUBERANCE The Community Foundation for Greater New Haven applies the commitments and aspirations of prior generations to meet the challenges of today and to inspire our community to create the opportunities of tomorrow. In this work, The Community Foundation draws on both the experience of being 85 years old and the exuberance of being 85 years young. To mark the “old history” using the ”young technology” of Pinterest, our Photo Fridays shared photos from the Annual Reports of the last 85 years. You will see these photos throughout this Report. You will also notice our work is displayed within the framework of eight, interconnected issue areas that are critical to building a stronger community. CONTENTS 2 85 YEARS OF BUILDING A STRONGER COMMUNITY 4 WORDS FROM OUR LEADERSHIP EXPERIENCE & EXUBERANCE 6 2013 HIGHLIGHTS 8 GRANTS & DISTRIBUTIONS Support Arts & Culture 12 Meet Basic Needs 18 20 NEW FUNDS Promote Civic Vitality 24 26 FOUNDATION DONORS Boost Economic Success 30 32 giveGreater.org® DONORS Provide Quality Education 36 Protect the Environment 42 Ensure Health & Wellness 48 Nurture Children & Youth 54 56 PROFESSIONAL ADVISORS 57 NETTIE J. DAYTON CIRCLE 58 VOLUNTEERS 60 INVESTMENTS 61 FINANCIALS 62 BOARD OF DIRECTORS & STAFF 85 YEARS OF BUILDING A STRONGER COMMUNITY Since its beginning, The Community Foundation has used funds entrusted to it to build a stronger community. While the community has greatly changed over the decades, the essential ingredients of a strong community are remarkably constant. History reveals that The Foundation has been tackling important issues since our very earliest years, just as we are today. SUPPORT ARTS & CULTURE MEET BASIC NEEDS PROMOTE CIVIC VITALITY BOOST ECONOMIC SUCCESS “ Mr. Walter E. Malley made a gift by deed “ In 1934 it was deemed advisable to “In the field of new projects… “ During the Winter of 1929 and 1930 of trust to the New Haven Foundation of give limited assistance to the Special New Haven Restaurant Institute for the number of families being assisted securities comprising a fund to be known Committee on Milk Distribution of the alterations necessary in carrying out its by the three family social agencies in as the Walter E. and Anna L. Malley Fund Council of Social Agencies for supplying program of education and training for New Haven mounted rapidly as a result of with the request that the income be used, milk to undernourished school children returned veterans.” the industrial depression which was then three-fifths for the New Haven Orchestra in the months of January and February from the “Report of the Distribution settling in. The Distribution Committee Association’s general expenses, and two- of 1935. The necessity for this was due Committee for the New Haven Foundation of the Foundation appropriated $1,500 fifths to purchase inexpensive tickets to to some administrative changes in the for the Year 1946” in November 1929 for a four months’ concerts of the Association for members sources of money for supplying milk experimental central employment service of the orchestras of the New Haven High which would have occasioned a to operate under the guidance of The School, the Commercial High School hiatus during the months of January Family Society (then the Organized and the Hamden High School, so that and February.” Charities Association), the Catholic the children could observe closely the from the “Report of the Distribution Social Service Bureau and the Jewish technique of the various musicians.” Committee for the New Haven Foundation Welfare Society.” from the “Report of the Distribution for the Years 1938, 1939, 1940, 1941” from the “Report of the Distribution Committee for the New Haven Foundation Committee for the New Haven Foundation for the Year 1948” for the Year 1930” 2 PROVIDE QUALITY EDUCATION PROTECT THE ENVIRONMENT ENSURE HEALTH & WELLNESS NURTURE CHILDREN & YOUTH “ Clarence L. Doolittle made a gift of “ In 1945, for the first time, appropriation “ In considering various possible projects “ The need for mothers to go into $2,000 to the Union & New Haven of income from The Henderson Fund for the general welfare of the community homes where the mothers were ill or Trust Company, a Trustee, with the was made, to be added to principal to the Distribution Committee decided that hospitalized and to act as substitute request that out of the income $25 build up the fund for the Mill River Drive a cancer campaign offered possibilities mothers and homemakers was felt by be paid annually to the West Haven and Park purposes as suggested in of constructive health work on a problem many health and social agencies in this High School for a prize to be given in Mr. Henderson’s will.” which had not been attacked in a community. A careful study of families memory of David Routh Doolittle from the “Report of the Distribution coordinated and vigorous manner in requesting such help, made in the early to a student in the graduating class Committee for the New Haven Foundation New Haven. As a result, an amount not part of 1943, showed an increased need for outstanding excellence in some for the Years 1944 and 1945” to exceed $5,000 was appropriated for due to wartime conditions. Neighbors subject, preferably American history.” one year’s work from April 1, 1930 of an and relatives who would once have been from the “Report of the Distribution experimental and demonstration nature able to help were now war workers… Committee for the New Haven Foundation for the control of this problem.” The Family Society was therefore for the Year 1946” from the “Report of the Distribution asked by the New Haven Council Committee for the New Haven Foundation of Social Agencies to organize and for the Year 1930” administer the Supervised Homemaker Service for the community.” from the “Report of the Distribution Committee for the New Haven Foundation for the Years 1942 and 1943” 3 WORDS FROM OUR LEADERSHIP May 2014 Board of Directors Dear Friends: David I. Newton On behalf of the Board of Directors of The Community Foundation As we reflect on the past 85 years, we are proud of the Chair for Greater New Haven, I am honored to thank you for your Foundation’s history of supporting arts and culture, meeting contributions. We are grateful for our partnership with donors, basic needs, promoting civic vitality, boosting economic success, William S. Colwell nonprofits and community leaders who imagine the possibilities for providing quality education, protecting the environment, ensuring Vice Chair the future and inspire us to build a stronger community. health and wellness, and nurturing children and youth. Today, these Rolan Joni Young Smith interest areas still form the focus of our activities. Immediate Past Chair In this Annual Report, we celebrate the 85th anniversary of “ The New Haven Foundation’s” founding in 1928. At the time, Circumstances have changed over the years, but the Emily Byrne the Board, known then as the Distribution Committee, consisted generosity of our citizens remains constant, along with their, of seven leaders guided by their “knowledge of charitable and and this Foundation’s, desire to build a stronger Greater Alicia Caraballo educational needs of the community,” as described in the original New Haven community – now and forever. Howard K. Hill Resolution and Declaration of Trust. The same holds true for the eighty-seven individuals who have served on the Board since then Thank you for your support and trust. Charles H. Long as well as the ten individuals with whom I serve now. The history and future of The Community Foundation is a reflection of their Kica Matos leadership and commitment. Jim Perillo As Board members, past and present, we take our governance James E. Ryan responsibilities seriously, working diligently to ensure that funds created are prudently and effectively invested and properly Shelly Saczynski used according to the donor’s wishes. We also seek to grow the David I. Newton community’s charitable endowment for the future through solid Chair and consistent investment performance and the development of new gifts. 4 May 2014 Dear Friends: In recent years, The Community Foundation has posed what The Foundation’s exuberance is also reflected in our largest and we believe to be the central animating question of community most high-profile commitments, each of which is a powerful vote philanthropy: as you ponder the future of our community, of confidence in our community’s future. In 2013, these projects what inspires you? all moved forward in exciting ways. New Haven Promise sent its third and largest class of scholars to college, and is now supporting In 2013, our 85th anniversary reminded us yet again of the hundreds of New Haven’s most promising young people as they commitment and the wisdom of the three generations of generous pursue higher education. There is no more powerful investment and undaunted community-minded local citizens who have believed in our community’s future. ConnCAT completed its first full year of in our ability to shape our own bright future by working together. operation this past year as a major addition to this community’s We work every day to carry forward their visions for our community. philanthropic roster. And the Valley Community Foundation welcomed a new CEO and undertook a new strategic plan, As the same time, The Community Foundation today is equally charting an ambitious course for community philanthropy in inspired by the opportunities before us in Greater New Haven. the Lower Naugatuck Valley for the years to come. We are exuberant as we ponder the forces that are shaping our future: the growing strength of our local nonprofit sector even in Experience and exuberance.