2014 annual report - Rhode Island Foundation
Transcription
2014 annual report - Rhode Island Foundation
2 014 AN N UA L R E PO RT Connections MISSION The Rhode Island Foundation is a proactive community and philanthropic leader dedicated to meeting the needs of the people of Rhode Island. ST RAT E G Y RIF will lead… by fully leveraging our unique role in the community through the integration of our core enterprises (support for a strong nonprofit sector, proactive philanthropy and thought-and-action leadership). RIF will transform… key elements of Rhode Island’s quality of life by seeking short-term progress and long-term impact within, between and across four strategic initiatives that leverage the full resources of the Foundation, grants in eight targeted sectors and select special projects. RIF will inspire… by cultivating philanthropic partners who share our vision for Rhode Island and help us achieve sustainable growth in discretionary, donor directed and deferred funding. 2014 Annual Report 1 PR I NCIPLES S TR AT E G I C I N I T I AT I V E S Rhode Island focused Educational Success: Improve educational outcomes for all public school students in Rhode Island. Stewardship Economic Security: Solutions oriented Improve Rhode Island’s environment for economic growth so all Rhode Islanders can prosper. Innovation Healthy Lives: Equity Improve access to and quality of primary care for all Rhode Islanders. Networks Inspiring Philanthropy: Balance Increase philanthropy in Rhode Island. Quality Additional Grantmaking Areas of Focus Arts and Culture: Diverse participation in the arts, arts education and a vital arts sector. Children and Families: A strong continuum of care for children and families through evidence-based practices and systems reform. Environment: Environmental resilience through strong food, energy, transportation and natural resource systems. Housing: Increased affordable housing options in the state. Basic Human Needs: Small grants to support community agencies that provide food, clothing, housing and prescription assistance. 2 Rhode Island Foundation Table of Contents Letter from the President/CEO and Chairman 4 2014 by the numbers6 Educational success 8 Economic security 10 Healthy lives 12 Inspiring philanthropy 14 Vibrant communities 16 Giving guide 18 Grant programs 19 Our funds 21 The 1916 Society 83 2014 financials 86 Our board of directors 88 Our staff 89 2014 Annual Report 3 DEA R FRIE N DS , For nearly 100 years, the Rhode Island Foundation has connected people to causes they care about in our community. We build bridges with and between philanthropists, community organizations and government and business partners. We bring Rhode Islanders together to meet local needs and seize timely opportunities. 4 Rhode Island Foundation The power of these connections is ever astounding and always renewing. Transformation requires the spark of leadership and the flow of momentum. It also requires experimentation and adaptation. The Foundation and our donor partners know that the projects we invest in evolve over time, and that sometimes, the state’s greatest challenges offer unique opportunities for innovation and leadership. In 2014, donors stepped forward to support job training, healthy meals for those in need and a coordinated approach to planning for climate change. Making change is not easy, and none of us can accomplish it alone. The challenges we face cannot be solved in isolation. They are complex and often require significant resources. It’s imperative that we work in cooperation and coordination with one another. The Foundation has the great privilege of supporting so many efforts underway in different corners of the state, in different issue areas, led by different groups of people embracing the diversity of our state. Without exception, these initiatives intersect and build upon one another. Rhode Island organizations are tackling chronic absenteeism in public schools, providing world-class arts experiences, delivering high-quality health care, addressing childhood sex trafficking, creating strong communities through affordable homes…and much more. Together, these efforts make our community stronger. As we approach the Foundation’s centennial, we are also mindful of the connection between the past and the future. When Jesse Metcalf founded the Foundation in 1916 with an unrestricted gift of $10,000, could he have imagined that today it would be used to support blended learning in public schools, patient-centered medical homes or entrepreneurship? Without Mr. Metcalf’s leap of faith, our 2014 grants to organizations pioneering a new future or preserving our rich history would not have been possible. No doubt, the Foundation continues to grow and evolve and the pace of that change seems to accelerate each year. In 2014, donors contributed $33.7 million. More than 70 donors started new funds, and 39 people pledged a portion of their estate, ensuring that their philanthropic legacies will last forever. We hope you will read their stories (beginning on page 22). Community organizations received $34.8 million in grants to serve the community. More than $300,000 in generous contributions to our Civic Leadership Fund helped to support “beyond grantmaking” work like convenings, research, advocacy, and network-building. And Foundation assets now exceed $800 million. We see these as indicators of progress and impact, particularly as they connect with one another. Our donors make our work possible, and our grantees make it real. Thank you for inspiring us and allowing us to be your partner in philanthropy. Frederick K. Butler, Neil D. Steinberg, ChairPresident & CEO 2014 Annual Report 5 B Y T HE NUMB E R S $810,777,984 2014 Assets 19+ + + + Total Foundation assets at year-end $189,678,207 1994 1999 2004 2009 2014 Investment Performance Median Rhode Island Foundation Top Quartile All Foundations & Endowments <$1B 10% 9.6% 9% 10% 7.1% 5% 3.9% 5.1% 6.1% 6.5% 6.8% 0% 1-year 5-year 10-year (Comparison figures from InvestmentMetrics) 2014 Gifts Civic Leadership Fund $33,695,695 156 Total gifts to the Foundation in 2014 $308,843 2014 Gifts by Type Discretionary $8,730,447 to the Civic Leadership Fund for advocacy, research, and network building. 22% Designated $7,340,187 Nonprofit endowments $8,613,800 26% 26% Donor advised $8,521,958 Other $489,303 6 Rhode Island Foundation donors contributed 25% 1% 2014 Grants $34,833,297 Economic Security $3,070,961 Total grants to 1,491 recipients Animal Welfare $695,793 2014 Grants by Sector Arts & Culture $4,187,229 Health $4,976,216 Environment $1,990,295 Education $8,790,743 Children & Families $6,461,685 Basic Human Needs $1,302,353 Housing $1,094,811 Other $2,263,211 2014 Grants by Type Discretionary 35% Donor Directed 65% Initiative for Nonprofit Excellence 1916 Society 39 430 new members and 1,640 people participated in workshops, programs, and technical assistance. total members of the Foundation’s 1916 Society, our legacy society for those who have included the Foundation in their estate or future gift plans. = 100 people 2014 Annual Report 7 EDUCAT IONAL S UCC E S S Page Title OU R VI S I O N : Rhode Island’s public education system can and should ensure all students graduate high school on time, college and career ready. STRATEGIES FOR SUCCESS 8 Best Practices Innovation Identify and spread best practices of proven programs in early childhood through grade 12. Test new and promising innovations along the early childhood to post secondary continuum. Professional Development Strategic Changes Promote leadership development, professional development and preparation of education professionals. Pursue strategic improvements to state and local public education systems. Rhode Island Foundation Page Title ry Elementa ve uthSide ro o p S s im a h to c romise ools, su e, that p g in sch c in n e st e id v v in ro We are South P nts. School in es for all stude Charter m o tc u o l a n educatio DESIRED OUTCOMES GREATER ACCESS to high quality programs, educators and schools Higher levels of STUDENT ACHIEVEMENT Higher rates of students on track and READY TO GRADUATE REDUCED DISPARITIES in student achievement Higher rates of post-secondary EDUCATIONAL ATTAINMENT A few of our 2014 grants City Year Rhode Island City Year recruits, trains and deploys 50 AmeriCorps members in five Providence public schools where they provide tutoring and important supports to promote attendance and positive school culture. We support this proven model to improve student outcomes. Center for Leadership & Educational Equity The Center for Leadership and Educational Equity (CLEE) operates Rhode Island’s only alternative certification program for aspiring school leaders. As part of our strategy to promote leadership development, we partner with CLEE in supporting the next generation of school leaders. Rhode Island Federation of Teachers and Health Professionals The Rhode Island Federation of Teachers and Health Professionals (RIFT) represents more than 10,000 school-based personnel across our state. We partnered with RIFT to develop a teacher evaluation and support tool now in use in several Rhode Island school districts. 2014 Annual Report 9 ECONOMIC S E C UR ITY OU R VI S I O N : Rhode Island’s strong economic environment will allow all Rhode Islanders to prosper. STRATEGIES FOR SUCCESS DESIRED OUTCOMES Grow Business Help businesses start and grow by strengthening the business ecosystem. A strengthened BUSINESS ECOSYSTEM that supports business growth, new jobs and an increased economic output An improved Develop Talent Meet needs of workforce and industry by pursuing improvements to the workforce development system. Promote Assets Improve statewide self-esteem by promoting assets and enlisting advocates. 10 Rhode Island Foundation WORKFORCE DEVELOPMENT system that effectively prepares workforce for industry needs Overall improvement in PUBLIC PERCEPTION of the state’s economic, social and cultural resources A few of our 2014 grants Buy Local RI By promoting local businesses and encouraging all Rhode Islanders to support the companies, products and services that employ our state’s workforce, we are helping to stimulate critically-needed local economic activity. Year Up Through partnerships with employers, Year Up places urban, out-of-school, out-of-work young people in paid internships where they can develop technical and professional skills. Our investment will help Year Up provide meaningful career pathways for young people. Center for Women and Enterprise (CWE) CWE’s Community Classrooms targets historically underserved communities by providing women and minority entrepreneurs with business training, resources and microloans. We support CWE’s efforts to empower entrepreneurs to generate financial resources for themselves and for their families and help drive economic growth. siness bu culinary d’s first n la Is . e y Rhod conom Warren, l food e Main in the loca & w e ro p g o g H in r, is help incubato 2014 Annual Report 11 HEA LT H Y L IV E S OU R VI S I O N : All Rhode Islanders have access to quality primary care. STRATEGIES FOR SUCCESS Medical Homes Promote consumer use of primary care medical homes. 12 Consumer Education Integrated Approaches Educate consumers and community leaders about the role of primary care in achieving healthy outcomes. Identify, test, and spread integrated, “full body” approaches to health care (i.e. behavioral, dental, primary). Rhode Island Foundation at ch as th hcare, su nd, is a lt a e h e Isla ach to d appro of Rhod integrate t the University . n e v A ti ) ia ft it e a (l Lives in udents y st h lt to a t e h H taug of our lement critical e A few of our 2014 grants East Bay Community Action Program DESIRED OUTCOMES An expanded PRIMARY CARE WORKFORCE that meets the growing demands of our state Widespread implementation of the PATIENT- CENTERED MEDICAL HOME model that utilizes best practices and proven programs to deliver coordinated approaches to care DECREASED With a grant through the Fund for a Healthy Rhode Island, the East Bay Community Action Program is hiring additional staff and extending evening and weekend hours to provide greater access to integrated, patient-centered care in East Providence and Newport. Hasbro Children’s Hospital Primary Care Initiative Funding will keep the hospital’s primary care practice open on Saturdays. Children and families who need services can avoid costly emergency room visits. Blackstone Valley Community Health Care, Inc. As part of the Rhode Island Chronic Care Sustainability Initiative, Blackstone Valley Community Health Care will integrate behavioral health into its primary care services by adding a behavioral health care manager to its staff. rates of chronic disease and emergency service use INCREASED preventive care 2014 Annual Report 13 I NSPIRING P H ILAN TH R O P Y Philanthropy makes things happen! That’s why we’re promoting opportunities for Rhode Islanders to support our state’s vital nonprofit organizations. A greater impact on Rhode Island We wish to extend a special thank you to our partners who “co-funded” grants with us in 2014. Donors provided $423,675 to support causes they care about while also extending the reach of Foundationdirected grant dollars. Grace K. Alpert Charitable Foundation Susan F. Gonsalves Charitable Fund Anonymous Gregson Foundation Blount Fine Foods Fund Bhikhaji Maneckji Fund Christiane Corbat Art and Healing Fund Maranatha Fund Richard and Vera Gierke Family Fund George & Barbara Sage Fund Leon and Barbara Goldstein Fund Pickard Family Fund Spartina Fund Henry Gonsalves Family Fund Congratulations to our 2014 Award Recipients Foundation President & CEO Neil Steinberg with Sheri Griffin of Farm Fresh Rhode Island, Community Leadership Award; Leon C. Boghossian, Harold B. Soloveitzik Professional Leadership Award; Jesse Rye of Farm Fresh; and Loulie Mauran Groton, Inspiring Partner. 14 Rhode Island Foundation 12 Days of Giving Campaign The December 2014 12 Days of Giving campaign encouraged Rhode Islanders to support causes they care about. Professional Advisory Council CLF: A catalyst for positive change We thank our Professional Advisory Council members for the advice and assistance they provided to the Foundation in 2014. We are grateful for the support of 156 generous donors who contributed $308,843 to our Civic Leadership Fund in 2014. CLF provides valuable annual support that allows the Foundation to respond to timely opportunities and produce results quickly. In 2014, the CLF convened community conversations, trained nonprofits, informed the public and hosted nationally recognized speakers, all with the goal of being a platform for connection, initiation, dialogue and action. William L. Palmisciano, ChFC, Chair Eric F. Archer, Esq. Melissa K. Burnett-Testa, Esq. Sarah (Sally) T. Dowling, Esq. Martha Conn Hultzman, CPA Lawrence D. Hunt, Esq. Jose Lopes, ChFC Rogean B. Makowski, ChFC Sandy F. Ross, CPA Thank you to our donors who invested in leadership! Joseph J. Roszkowski, Jr., Esq. Paul M. Sanford, Esq. Amanda Tarzwell, Esq. James (Jamie) L. Worrell, JD Introducing the 2014 Innovation Fellows David Dadekian and Amy Bernhardt pictured with philanthropists Letitia and John Carter. 2014 Annual Report 15 V I BRA NT CO MMUNITIE S We envision neighborhoods that are safe and welcoming and vibrant communities where all Rhode Islanders can thrive. Arts and Culture Environment Our vision: Rhode Island possesses Our vision: The Ocean State is a model for environmental resilience through strong food, energy, transportation and natural resource systems. diverse participation in the arts, arts education and a vital arts sector. Children and Families Housing Our vision: A strong continuum of care Our vision: Rhode Islanders have increased affordable housing options in the state. 16 Rhode Island Foundation is available for all Rhode Island children and families through evidence-based practices and systems reform. Initiative for Nonprofit Excellence We support our vital nonprofit sector to ensure that it is led by highly-accomplished, effective staff with ambitious visions and the skills to achieve them. Examples of INE programs: Board Training and Referral Programs offer hands-on assistance to boards seeking governance education and referrals from our corporate partners. Foundation Fellows is a leadership development program that aims to energize mid-career executives in our state’s nonprofit sector. More than 170 nonprofit leaders have benefitted since the program’s inception in 2000. The Nonprofit Emerging Leaders Program helps prepare Rhode Island’s next generation of nonprofit leaders through hands-on workshops, networking, a year-long mentoring program, and more. Nonprofit Best Practice Awards honor the passion and impact of five Rhode Island nonprofits annually in the areas of advocacy, organizational leadership, collaboration, communications and innovation. 2014 Annual Report 17 GI VING GUI DE We can help you have a greater impact with your giving. Community foundations are unique in that they are funded not from a single source, but from many individuals, families, organizations and corporations that have established funds. As stewards of our donors’ legacies, we take very seriously our responsibility to guide their funds as they intended. Thank you for putting your trust in us! You can start a new fund now or plan now to give later. Designated identifies one or more specific nonprofit organizations for support See an unmet need in your community? Ready to make a commitment to an organization or cause you care passionately about? Scholarship benefits students in specific communities, in particular areas of study or at specific high schools or colleges/ universities Whether you choose to start a fund now with a gift of cash, securities, or other assets or make a planned gift, such as a bequest, to the Foundation, you can help make Rhode Island a better place! We are proud to recognize both our current donors and those who have informed us they have named the Foundation in their estate plans or have established deferred gifts; please see pages 83-85 for a list of our legacy society members. We offer the following types of funds: Unrestricted enables the Foundation to determine and support programs that address the state’s most pressing issues Field of interest identifies an area of interest, e.g. health, education or a geographic region Donor advised allows a donor and a named successor to recommend nonprofit organizations to receive grants (and to co-invest with the Foundation’s grants) Corporate advised allows a corporation to recommend nonprofit organizations to receive grants (and to co-invest with the Foundation) 18 Rhode Island Foundation Organizational endowment enables a nonprofit organization to receive grants and planned giving support and to take advantage of our professionally managed investments and greater security You also can support an established fund: Fund for Rhode Island: our unrestricted fund which supports our state’s most pressing needs Civic Leadership Fund: our current use fund, established in 2012, which empowers us to go “beyond grantmaking” to influence critical community challenges through convening, research and policy To learn more, contact James S. Sanzi, Esq., vice president of development, at [email protected] or (401) 427-4025, or any member of the development team (see page 89). GRA NT P R O G R AMS We offer a variety of grant programs. As the largest and most comprehensive funder in the state, the Foundation is committed to maximizing impact through grants, outreach and other community investments. 2014 was a record year for our grantmaking with $34.8 million awarded to more than 1,400 organizations. Foundation grants fall into two broad categories: discretionary grants made at the direction of Foundation directors and staff, and grants recommended by our donors through donor advised and designated funds. In 2014, Foundation-directed grants represented 35% of total grantmaking; donor-directed grants totaled 65%. Discretionary grants The Foundation’s strategic plan (see page 1) defines our discretionary grantmaking areas of focus. Three of our strategic initiatives: Educational success Economic security Healthy lives We also make grants in five additional areas of focus: Arts and culture Children and families Environment Housing Basic human needs Building organizational capacity The Foundation’s Initiative for Nonprofit Excellence builds the capacity of nonprofit organizations so they can better achieve their missions. The Initiative supports nonprofits by sharing best practices, providing tools, doing good research, and encouraging leadership. Since 2008, we have provided training, technical assistance, funding, and support to nearly 3,000 program participants representing more than 1,100 organizations. Visit rifoundation.org to learn more about the Initiative and our grant programs. You can also find a full list of 2014 grantees online. 2014 Annual Report 19 “The Foundation is a pretty remarkable place because of the knowledge and connections it offers to Rhode Island nonprofit institutions and to the visionaries who support them.” Jennifer Tomasik, Dominique Velociter Founder’s Endowment Fund 20 Rhode Island Foundation Our Funds We are proud to connect philanthropic Rhode Islanders with the causes and organizations that matter to them. In 2014, generous donors contributed $33.7 million to establish new funds and to add to existing funds at the Foundation. Each of these funds has a story behind it and a purpose before it. “They do an amazing job at Hamilton, use cutting edge techniques, and students leave with the tools they need to succeed despite their challenges.” Mark G. Adrain Memorial Scholarship Fund “Mark was a great guy, very loving, and very much into family,” says Alyn Adrain of her late brother who died in 1990 from viral myocarditis, an inflammation of the heart. He was 35. edge techniques, and students leave with the tools they need to succeed despite their challenges,” Alyn explains, noting that her son now is attending a top engineering university. Mark also was dyslexic, a learning difference that was not diagnosed until he was in high school. Although school was a frustrating experience, Alyn shares, “He had an innate ability to do anything mechanical, to take things apart, fix them, and put them back together.” Following his graduation from the vocational program at Warwick’s Tollgate High School, Mark pursued a career as a press repairman. “Mark was a smart kid. He just needed to be taught differently. Every kid should have the opportunity to learn in a way that works for them. I know there are kids like Mark who can’t afford to go to Hamilton,” she continues, explaining that she has been providing money for scholarships for Hamilton students for several years. Alyn’s son, Alex, who was diagnosed with a language-based learning difference early in his elementary school years, had a different educational experience. He attended the Hamilton School at Wheeler School in Providence. Described as “a school within a school,” Hamilton serves children in first through eighth grades with diagnoses that include dyslexia, attention-deficit disorder, executive function deficits, and specific language impairments. When she decided to formalize her support, she asked her brother Lorne, a Foundation donor and former director, how to set up a fund at the Foundation. And, her upcoming marriage to Liza Bartlett, provided “the perfect opportunity” to ask guests to contribute to the fund. “It was like Mark was there with us, and he would be happy to know that kids are being helped. Every kid should get the early diagnosis and intervention they need to succeed,” Alyn states. ◆ “It’s not that these kids can’t learn, it’s that we need to find ways to teach them. They do an amazing job at Hamilton, use cutting The following is a list of the component funds at the Rhode Island Foundation. Donors who wish to remain anonymous are not listed. Funds appearing for the first time in the Foundation Annual Report are in blue. Those with a ◆ have a profile in this book. To learn about creating your own charitable legacy, contact the development department at (401) 274-4564. AAA Southern New England Charitable Fund (2013) Lorne A. Adrain Fund for Community Leadership (1997) Lorne A. Adrain Fund for Special Olympics (1998) ◆ 22 Rhode Island Foundation Mark G. Adrain Memorial Scholarship Fund (2014) “It’s all about the students… The scholarships are awarded based on financial need, performance and passion.” AIA Rhode Island Scholarship Fund AIA Rhode Island / DF Pray Scholarship Fund The AIA Rhode Island Architectural Forum, the charitable arm of AIA Rhode Island (a chapter of the American Institute of Architects), was established to support educational programs within the architectural community. The Forum provides this support primarily through scholarships. One of those scholarships is the Norton E. Salk Scholarship, a fund established in 2008 at the Rhode Island Foundation by the family of the late Norton E. Salk, whose career as an architect spanned 55 years. The fund annually benefits architecture students at accredited Rhode Island schools. In 2014, AIA Rhode Island transferred scholarship money it had raised to the Foundation, creating two additional funds. Cyndi Gerlach, past president of AIA Rhode Island, explains, “Through our annual golf tournament, we’ve raised enough money to set up these funds at the Foundation. We had our money in a bank account, but it wasn’t earning any interest to speak of. We’re looking to get a better return, plus having the funds at the Foundation relieves us of having to oversee them. ◆ AIA Rhode Island Includes: AIA Rhode Island / DF Pray Scholarship Fund (2014) and AIA Rhode Island Scholarship Fund (2014) “The other chapters are so envious of how much we’ve raised. It’s worked out really well for us,” Cyndi continues. Dan Nichols, chairman of the golf classic, states, “With the escalating cost of a higher education, this event has been a valuable and necessary avenue to assist students with their education. While the AIAri Golf Classic is always an enjoyable day of golf, the real enjoyment is seeing the students with their families and their appreciation of how we have supported their education.” “It’s all about the students,” Cyndi agrees, adding, “It’s a lot of fun to go through the portfolios they submit as part of their applications. With today’s technology, the graphics are amazing and the portfolios are impressive. The scholarships are awarded based on financial need, performance, and passion.” In addition to the fund with the organization’s name, the DF Pray Scholarship Fund recognizes and honors D.F. Pray General Contractors, a Seekonk-based firm that has been the largest supporter of AIA Rhode Island’s golf tournament. ◆ Allio Fund (2014) ◆ Edward F. Almon Fund (2014) Ross and Mary Aiello Fund (1979) Alperin Hirsch Family Fund (1995) Louise M. Aldrich Fund (1987) Mark and Kathleen Alperin Fund (1997) Louise M. Aldrich Fund (2006) Patty and Melvin G. Alperin Fund (1995) Allen Family Fund (1994) Patty & Melvin Alperin First Generation Scholarship Fund (1998) 2014 Annual Report 23 Amaral Family Scholarship Fund (2013) Marion Brown Baker Fund (2002) Amaranth of RI Diabetes Fund (2007) Martha Cross Baker Fund (1960) American Legion Stark-Parker Post #21 Fund (2005) Charles C. Balch Fund (1963) Margaret A. Ames and Robert S. Ames Fund (1996) Anne W. Anderson Fund (1996) F. Remington Ballou Scholarship Fund (2003) Jennie M. Ballou Fund (1946) Hildred F. Bamforth Fund (1992) Edward R. Anderson CLU Scholarship Fund (1986) Harold R. Bannister Fund (2011) Hugold B. and Barbara A. Anderson Fund (1989) Frederick H., William, & Frederick H. Banspach Memorial Fund (1997) Hugold and Berndt and Jane Anderson Fund (2001) Barrington Christian Academy Includes: Barrington Christian Academy Endowment Fund (1993); Barrington Christian Academy-Stratton Scholarship Fund (2005); and Barrington Christian Academy Scholarship Fund (2014) James G. Angell Fund (1994) Emily J. Anthony Fund (1931) (2) Emily J. Anthony Fund (2011) Chad Antoch Memorial Fund (1996) Aptaker Family Fund (2004) Aquidneck Island Fund (2003) Aquidneck Land Trust Merritt Neighborhood Fund (2004) Ronald D. Araujo Memorial Scholarship Fund (2004) James E. Arcaro Fund (1995) Rhea Archambault Memorial Fund (1987) Archive, Document, Display and Dissemination Fund (1986) Artists Development Fund (1987) Arts in Academics Fund (2004) Asbury United Methodist Church Fund (1993) Hugh D. Auchincloss III Fund (2006) Karl Augenstein Memorial Fund (1989) Jim and Karin Aukerman Fund (2006) Jean H. and Stanley E. Auslander Fund (2010) Avalon Fund (2008) Vaughn Avedisian Helping Hand Fund (2005) Vaughn Avedisian Memorial Fund (2003) Bach Organ Scholarship Fund (1985) 24 Rhode Island Foundation Barrington Congregational Church Fund (1990) Barrington District Nursing Association Fund (1989) William Walter Batchelder Fund (1954) Victor & Gussie Baxt Fund (2006) Beacon Brighter Tomorrows Fund (1998) Sara G. Beckwith Fund (1990) ◆ Friends of Beechwood/North Kingstown Endowment Fund (2014) ◆ Belmont Chapel Preservation Endowment Fund (2014) Thomas L. and Kathryn D. Bendheim Family Fund (2006) Frederick J. Benson Scholarship Fund (1975) Alvin Benjamin Berg Fund (2002) Zabel Yaghjian Berg Fund (2001) Bernadette and Douglas Bernon Charitable Fund (2010) Berry Family Fund (1971) Thomas Beswick Fund (1960) Black Philanthropy Fund (2007) Includes: Edward C. and Audrey A. Clifton Fund for Black Philanthropy (2007); Linda H. and Charles C. Newton Fund for Black Philanthropy (2007); Morgan L. Stone Memorial Fund (2007); “The Foundation has done a lot of important work, especially around healthcare.” Edward F. Almon Fund From his years in semi-pro baseball, to decades of coaching Little League and Babe Ruth, to cheering on his children – and later grandchildren – Edward F. “Ted” Almon was a sports enthusiast. Noting that his father played golf until he was 90 and tennis until he was 88, son Ted explains, “He enjoyed coaching kids, especially baseball. He coached until he retired; then attending his grandchildren’s games became his life. He was always at some kid’s game.” Born and raised in Rhode Island, the senior Ted Almon earned a degree in finance and accounting from Bryant College. He served in the Pacific with the Marine Corps in World War II, then joined Nicholson File Company. Starting in the machine shop, he advanced through the years until, when Nicholson File was sold in 1973, he was corporate treasurer. “He was a very successful finance guy,” his son says proudly. Ted then joined Amtrol as director of finance, later also taking on the role of human resources. He became active in health issues and served for 20 years on the Rhode Island Health Services Council Walter R. Stone Fund for Black Philanthropy (2007); Dennis M. and Miriam C. Coleman Fund for Black Philanthropy (2008); Jason and Patricia Fowler Fund for Black Philanthropy (2008); and Glenn S. Prescod Fund for Black Philanthropy (2009); Beverly E. Ledbetter Fund for Black Philanthropy (2014) Blackall Fund (1986) (2) and 16 years as a director of Blue Cross Blue Shield of Rhode Island, which awarded him emeritus status. Throughout his career, sports remained a big part of his life. He was the Rhode Island Commissioner for Babe Ruth for many years, enjoyed golf, tennis and bowling, and attended his family’s many sporting events, including the 15-year major league career of his son Bill. Ted died in June 2013 at age 93. Of the more than 1,000 people who attended his father’s wake, Ted explains, “He had a big influence on the kids he coached, and many of them showed up.” The senior Almon also left an extended family – six children, 14 grandchildren, and nine great grandchildren. Of his decision to partner with the Foundation, Ted notes, “The Foundation has done a lot of important work, especially around healthcare. And, I know a lot of the board members and feel a connection to the board.” He envisions this fund supporting organizations that “do something with kids and baseball” – a fitting legacy for a sports enthusiast. ◆ George T. Blackburn and Susan H. Blackburn Fund (2004) Victor Blanco Memorial Scholarship Fund (2008) Alice W. Bliss Memorial Fund (1981) Lorraine S. Bliss, Lewis I. Gross, Sophia S. Gross, and Rosetta L. Horowitz Memorial Fund (2009) Blackburn Family Fund (2004) 2014 Annual Report 25 “With the Foundation, we have a well-grounded organization that is willing to manage the money and help it grow.” Friends of Beechwood / North Kingstown Endowment Fund The North Kingstown Senior Association (dba Friends of Beechwood) is “dedicated to enhancing the social, recreational, and educational opportunities for all North Kingstown seniors.” The Friends’ endowment helps assure its mission by providing a regular source of funds for programs and activities at Beechwood, the Town-operated center for individuals 55 and older. “The Friends help with expenses the Town can’t afford,” explains Jules Cohen, president of the Friends’ board, noting an annual contribution of approximately $10,000 for program support, as well as assistance with special projects including a capital campaign for the current facility, which was dedicated in 2009. “This building was designed for this purpose. It’s a gorgeous building and functionally-fantastic,” says George Ireland, assistant treasurer of the Friends’ board. Marie Marcotte, director of Beechwood and of North Kingstown Senior and Human Services, explains that the Town pays the salaries of Beechwood’s three full-time and six part-time staff members, while the Friends’ support adds to the richness of the center’s offerings. “We’ve grown a lot, and now the baby boomers are coming. We have a lot of people between 55 and 70, when before we didn’t. We’ve worked hard to create our image as an adult recreation center,” Marie shares. Programs range from a multitude of exercise classes to arts and crafts and from numerous card games to genealogy. Trips also are a popular offering. Richard Heston, treasurer of the Friends’ board, notes he has participated in trips to Roosevelt’s home in New York, a beer brewery, Newport Playhouse, and New Hampshire for a tour of covered bridges. The Friends have had an endowment for many years, thanks largely to memberships and estate planning gifts, and in 2014 transferred it to the Foundation. “It just struck me that no one was managing our money. With the Foundation, we have a well-grounded organization that is willing to manage the money and help it grow,” states Jules. “The communication we have with the Foundation was a big part of it for me,” Richard continues, with George concluding, “We have a responsibility to keep the money safe.” ◆ Block Island Conservancy Includes: Block Island Conservancy/Eric Jess Spirer Fund (2004) and Block Island Conservancy Inc. Stewardship Endowment Fund (2008) Blue Cross Blue Shield of Rhode Island Community Health Fund (2005) Block Island Fund (1994) Bonnet-Eymard Family Fund (2007) Block Island Medical Center Endowment Fund (2008) Larry and Jean Bonoff Fund (2007) ◆ Blount 26 Fine Foods Fund (2014) Rhode Island Foundation Raymond J. and Brenda B. Bolster Community Fund (2005) Daniel R. Borah Fund (2005) Emilie Luiza Borda Charitable Fund (2008) “The chapel is a little piece of Newport history, and we are committed to preserving it for future generations.” Belmont Chapel Preservation Endowment Fund The August Belmont Memorial Chapel has commanded a dominant presence at the Island Cemetery in Newport since its construction in 1886. The gothic revival style chapel was a gift to the citizenry of Newport by its benefactors Mr. and Mrs. August Belmont, Sr. Most recently, the wisteria vines that had shielded the chapel from view for many years have been removed. Board member Harry Eudenbach states, “When you visit the cemetery today, you see visitors looking at the chapel as they have not been able to do for decades”. Over the last four decades, the chapel has fallen into severe disrepair; there are holes in the roof and many of the stained glass windows are in need of repair. Completely encapsulated in a veil of overgrown wisteria, the chapel has been hidden from view during the summer months. “The chapel is a little piece of Newport history, and we are committed to preserving it for future generations,” Harry says. The board envisions that, once renovated, the chapel could serve as an education center/ museum for the cemetery where lectures, concerts, and other events could be held. In 2012, three preservation-minded individuals – Robert W. Currier, Harry J. Eudenbach, and James L. Yarnall, Ph.D. – approached the Island Cemetery with a proposition to save the chapel from further deterioration and ultimate demise. Their efforts resulted in the establishment of the Belmont Chapel Foundation, a 501(c)(3) nonprofit organization. A 99-year curatorship and occupancy agreement was established between the Belmont Chapel Foundation and the Island Cemetery Company. The foundation has established the Belmont Chapel Preservation Endowment Fund to ensure the chapel never again falls into a precarious state. “The Rhode Island Foundation is a wonderful organization with a great reputation. If I were to give money for the chapel, I would prefer to give to the endowment, so that my gift would help preserve the chapel forever”, Harry says, hoping others will share his passion for this “little piece of Newport history”. ◆ Borders Farm Endowment Fund (2004) Richard M. Bowen Fund (1927) Bosman Family Fund (2012) Boyajian Family Fund (2011) Bosworth Fund (1999) Mary A. Boylan Memorial Fund (1997) Edward M. Botelle Memorial Library Fund (1989) Boys & Girls Club of Newport County Fund (2002) Family of Eugene M. Boutiette Fund (1979) Boys & Girls Club of Pawtucket Fund (2002) Includes: Boys & Girls Club of Pawtucket/ Brian Agin Memorial Fund (2004); Bowen Haven Fund (2009) 2014 Annual Report 27 Boys & Girls Club of Pawtucket/Allen P. Barker Memorial Fund (2004); Boys & Girls Club of Pawtucket/A. Henry Soar Memorial Fund (2004); Boys & Girls Club of Pawtucket/Crown Collision Centers ASAP Fund (2004); Boys & Girls Club of Pawtucket/John J. McMahon Memorial Fund (2004); Boys & Girls Club of Pawtucket/Andrew Dimant Memorial Scholarship (2004); Boys & Girls Club of Pawtucket/Arthur & Mary Kaufman Fund Est. in Loving Memory of James T. Boylan (2004); Boys & Girls Club of Pawtucket/ Dennis M. Lynch Memorial Basketball Tournament Fund (2004); Boys & Girls Club of Pawtucket/Mike Pappas Athletic Fund (2004); Boys & Girls Club of Pawtucket/Anthony & Lisa Ruddy Fund (2004); Boys & Girls Club of Pawtucket/ The Collette Vacations Endowment for Baseball (2005); Boys & Girls Club of Pawtucket/Joseph T. McHale Fund for Literacy (2005); and Boys & Girls Club of Pawtucket/William B. Macaulay Endowment For the Arts (2005) & Girls Clubs of Providence Operational Fund (2014) James P. Brown, Jr., and the Greta P. Brown Fund (1982) Jean Margaret Young Brown Fund (2006) Jeffrey A. and Barbara Horovitz Brown Fund (2004) Walter G. Brown Fund (1964) William Horace Brown Memorial Fund (2004) Bubba Fund (2009) C. Warren and Anne D. Bubier Fund (1989) C. Warren Bubier Fund (2001) Alfred Buckley Fund (1977) Helen H. Buckley Fund (2003) Marjorie W. and George B. Bullock, Jr. Fund (2001) David P. Bulman Memorial Scholarship Fund (2005) ◆ Boys Bernard V. Buonanno Classical High School Fund (2010) Mae L. Bradley Fund (2006) Dr. Alex M. Burgess Memorial Fund (1974) ◆ Brain Burke Bryant Family Fund (2001) Injury Association of Rhode Island Fund (2014) Carol A. and Robert H. Breslin, Jr. Fund (2004) Alma Brewster Fund (1978) Brickle Group Charitable Fund (2014) Roberta H. Bridenbaugh Fund (1996) Harriet M. Briggs Memorial Fund (1978) Bristol Children’s Home Fund (1967) Bristol Female Charitable Society Fund (2003) Bristol Historical & Preservation Society Helene L. Tessler Fund (2009) Olive C.P. Brittan Memorial Scholarship Fund (2001) Helen E.B. Bromley Memorial Scholarship Fund (2001) Brooks Family Fund (2000) Abbie A. Brougham Memorial Fund (1988) Fern Brown Memorial Fund (1995) John P. Burke Memorial Fund (2005) Includes: John P. Burke Memorial Fund/ Joseph J. Sprague Sr. Memorial Scholarship (2005) and John P. Burke Memorial Fund/Rhode Island State Seniors’ Golf Association Scholarship (2005) James J. Burns and C. A. Haynes Scholarship Fund (1991) Butler Family Fund (2012) Virginia B. Butler Fund (1978) Button Hole Includes: Button Hole Fund (2004) and Button Hole Endowment Fund (2014) Edith T. Cabot Fund (1966) Jane Brownell Cady Fund (2002) John C. Cahill Memorial Fund (1997) Ann Burton Cameron and Louise Cameron Hintze Fund (2012) CANE Child Development Center Fund (2005) Georgia A. Brown Fund (1991) Friends of Canonchet Farm Endowment Fund (2013) H. Martin Brown Memorial Fund (1998) Ruth A. Capron Fund (1991) 28 Rhode Island Foundation “…we’re not experts in that area. That’s why we need the Foundation to help us to find the best organizations to support.” Blount Fine Foods Fund The Blount family has been in the food business for five generations, beginning in the 1880s when Eddie B. Blount started an oyster packing business in West Barrington, RI. The company has re-invented itself through the years – and through the generations – from a seafood processor to a premium prepared foods company. Blount also is re-inventing its community involvement. “We’ve always been involved in the community,” states Blount President F. Nelson “Todd” Blount, explaining that the company long has made product donations to food banks, soup kitchens, and charity events. It also makes cash donations to nonprofit organizations, especially those focused on the community, Christian education, and where employees are involved. “Our giving has been at the corporate level. Through this fund, I want the employees to have a say in directing the money. The goal is that we, and that includes a team of employees, will work with the Rhode Island Foundation to determine where the money will go,” Todd explains. Today, Blount Fine Foods – formerly Blount Seafood – produces refrigerated and frozen gourmet soups, sauces, side dishes, and entrees for food service and retail, including products under the Legal Sea Foods and Panera brands. Although it has expanded beyond seafood, Blount remains the largest producer of clam chowder in New England and the largest manufacturer of lobster bisque in the country. “We needed to be value-added to survive,” Todd says, adding that they put the Blount Seafood brand equity into the Blount Market in Warren and Blount Clam Shacks in Fall River, Warren, and Riverside, the latter two of which are seasonal. “The clam shacks and market are a neat way for us to hold onto our heritage, our legacy, and our name. That’s really important to us.” Blount has facilities both in Fall River and its original site in Warren, and Todd emphasizes, “We’re still Rhode Island focused. We want to touch all parts of the state with our food and cash donations. It’s part of our tradition, and now we’re bringing that to the employee level. “But we’re not experts in that area. That’s why we need the Foundation to help us to find the best organizations to support,” Todd acknowledges. ◆ Anthony and Attilia E. Caran Fund for the Retarded (2007) Richard N. Carr Memorial Scholarship Fund (1996) Donald and Suzanne Carcieri Fund (1998) Patricia B. and Paul C. Carlson Fund (1994) Beverly E. Carr Fund in Memory of Manola & Arthur Merrill and Estella & Edwin Hartley (2000) Carpenter Fund (1927) (2) Richard N. and Beverly E. Carr Fund (2000) Arthur H. Carr Fund (2009) Virginia Carson Memorial Scholarship (2009) Ginger, Sheba and Susie Carr Fund (2013) Marion M. Carstens Fund in Memory of Janice E. Mutty (2002) 2014 Annual Report 29 “We’re developing young people who will break the cycle of poverty they have experienced, and they will do that through education and jobs.” Boys & Girls Clubs of Providence Operational Fund “We are about kids who deserve a better life. We are about listening to the whys of hurts, and the how to make them better. We are about finding opportunities to help kids help themselves, when they can, and step in when they can’t,” states Nicole Dufresne, executive director of the Boys and Girls Clubs of Providence. sister, brother, and me when I was five. She had to work two jobs well into the evening. We had no one to watch over us, to do our homework, or to help to prepare dinner. I had no friends until I went to the Club. I trusted my leaders. I wasn’t alone anymore. I felt I was part of a family.” – 11-year old Club member The Club works with 4,000 youth annually in its seven clubhouses throughout the City of Providence. Its programs – which serve children 6 to 18 years of age – focus on three primary outcomes: academic achievement, a healthy lifestyle, and good character. “My Dad was an abusive man. My brothers had dropped out of school, left home, and were living off of the streets, selling drugs. My Dad began to beat me. Luckily, I was a member of the Boys & Girls Club and I knew there was a better way. I asked for their help. I felt safe at the Club, and I trusted my counselors. The Club gave me back the life that my Dad had taken away. They really did save my life.” – 12-year old Club member “We’re so much more than recreation. We’re developing young people who will break the cycle of poverty they have experienced, and they will do that through education and jobs,” explains Nicole. Financial literacy classes, programs to expose Club members to careers, and partnerships with other organizations and companies offer additional programs. Club members explain the value of the offerings: “My Mom was alone with my This endowment was established “to assure the sustainability of our organization,” Nicole says, adding, “The Board was very interested in the Foundation’s investment returns, credibility, and the supportive nature of our like-minded organizations.” ◆ Charles H. Carswell Fund (1980) Allison N. Cathro Fund (1997) Carter Fund (2011) City of Central Falls Fund (2013) Florence P. Case Fund (1967) Margaret Chace Scholarship Fund (1999) Grace D. and Lloyd A. Case Fund (2006) Charles V. Chapin Fellowship Fund (1968) Cataract Fire Company #2 Scholarship Fund (1974) Roger B. Chapman Scholarship Fund (2007) Samuel M. Cate Fund (2001) 30 Rhode Island Foundation Holly Charette Scholarship Fund (2007) “The board is taking action to reinvigorate the organization. We’re embarking on a new era.” Brain Injury Association of Rhode Island Fund In Rhode Island, a brain injury occurs every hour according to the Brain Injury Association of Rhode Island. This statewide nonprofit, founded in 1983, has as its mission “to prevent brain injury and to enhance the lives of those affected by brain injury.” Brain injuries are caused by such things as falls, sports injuries, and car accidents. Traumatic brain injuries also are increasing among members of the military. “Families’ lives can change in an instant,” Debra Sharpe, executive director, says of this injury that may impair cognitive, physical, behavioral, and emotional functions. Brain injuries also may be caused by exposure to toxic chemicals, take years to develop, and result in Parkinson’s and certain forms of dementia. “This is an unrecognized work-related injury,” explains Robert Naparstek, M.D., a member of the Association board. 2,744 high school students were tested. The testing, Robert explains, involves simple memory, visual spatial, and Q & A testing. “It’s common sense, easy, and inexpensive,” he states. Much of the Association’s work is with individuals with brain injuries and their families. “Brain injury cuts across all socio economics,” Robert says, with Debra adding, “And it affects so many people.” The Association offers support groups for survivors and families, as well as separate groups for caregivers, and provides training for professionals in the field. A comprehensive resource center at the Association’s East Providence office offers books, pamphlets, DVD’s, and other resources for both a professional and lay audience. Prevention is a key component of the Association’s work. “We have a strong education program, especially with schoolchildren,” Debra shares. The Association conducts baseline testing and coordinates ImPact testing in schools and community organizations by training personnel to conduct the testing themselves. Last year One of 26 chartered affiliates of the Brain Injury Association of America, the Association is the only group in the state that deals with brain injury, according to Debra. They currently are funded by a state grant and private donations and see this organization endowment at the Foundation as a means to greater self-sufficiency. “The board is taking action to reinvigorate the organization. We’re embarking on a new era,” Robert explains. ◆ Chariho Community Innovative Projects Fund (2003) Dr. & Mrs. Joseph A. Chazan Fund for the Wheeler School (1978) ◆ Chariho-Westerly Chemical Company Fund (2012) ◆ Chariho-Westerly Louis and Goldie Chester Full Plate Kosher Food Pantry Fund (2013) Anne Elizabeth Chase Fund (1976) Samuel J. and Esther Chester Arts Fund (2013) Animal Rescue League Animal Welfare Fund (2014) Animal Rescue League Legacy Fund (2014) Lillian Chason Memorial Fund (2010) 2014 Annual Report 31 Samuel J. and Esther Chester Medical Research Fund (2013) ◆ Children’s Friend Fund (2014) Chopin Club Includes: Chopin Club Scholarship Fund (2003) and Chopin Club Endowment Fund (2014) Choquette Family Fund (1995) Carl W. Christiansen Scholarship Fund (1974) Church House Fund (1958) Montie G. and Catherine F. Ciarlo Memorial Scholarship Fund (2005) Antonio Cirino Memorial Fund (1987) Civic Leadership Fund (2011) Harriet A. F. Claflin Fund (1990) Arnold V. and Jane K. Clair Fund (1991) Gilbert J. Clappin, Jr. Memorial Fund (2005) David Sanders Clark and Mary H. L. Clark Memorial Fund (2013) George P. Clark and Vera J. Clark Fund (1999) Clark Memorial Library Endowment Fund (1999) Clark-Lyon Fund (1990) Classical High School Alumni Association Scholarship Fund (1991) Clean Competition Fund (2011) Edward F. Clement Memorial Fund (1999) Community MusicWorks Fund (2008) Community Preparatory School Includes: Community Preparatory School Endowment Fund (1988) and Community Preparatory School Flexible Endowment Fund (2009) Nina H. Congdon Fund (1976) Congdon Fund for the Benefit of Grace Church in Providence (2003) Congdon Fund in Honor of The Congdon & Carpenter Company (1790-1987) (1969) Ann F. and Robert B. Conner Fund (1995) Conrad-Nestor Scholarship Fund (2008) Conservation Stewardship Collaborative Endowment (2007) Constant Memorial Fund (1999) Charles Nourse Cook and Mary C. Cook Fund (1938) Christiane Corbat Art and Healing Fund (2006) John & Jane Corbishley Fund (2010) John & Lori Anne Corbishley Fund (1996) John & Lori Anne Corbishley Memorial Garden Fund (2005) Corliss Fund (1991) Corning Glass Works Scholarship Fund (1974) Leroy P. Cox Trust (1992) Cox Charities Northeast Fund (2009) Clover Fund (2012) Horace and Reverend E. Naomi Craig Scholarship Fund (2000) Barbara and Cary Coen Family Fund (2004) Mary Lou Crandall Fund (2006) Daniel Brian Cohen Scholarship Fund (2007) Cranston Historical Society Endowment Fund (2013) Cohen-Toon Fund (2012) ◆ College Crusade of Rhode Island Includes: College Crusade Believe Fund (2014) and College Crusade Legacy Fund (2014) Arnold B. and Madelyn Collins Fund (2000) Charles A. Collis Fund (1991) Common Cause Rhode Island Includes: Phil West Spirit of Common Cause Rhode Island Fund (2006) and Natalie C. Joslin Common Cause Future Fund (2013) 32 Rhode Island Foundation A. T. Cross Scholarship Fund (1987) Mary C. Crowell Fund (1976) James P. Crowley, Sr. Football Scholarship Fund (2013) John Michael Crowley Memorial Scholarship Fund (2012) Robert L. and Kathleen B. Crudup Family Scholarship Fund (2012) Paul Cuffee School Includes: Paul Cuffee School/Rosalind C. Wiggins Fund (2008) and “The dream of those of us who founded the school has always been to enable boys and girls to become familiar with the vast world of water.” David Burnham Maritime Fund for Paul Cuffee School The late David Burnham, inaugural president of the Paul Cuffee School board of trustees, once stated, “The dream of those of us who founded the school has always been to enable boys and girls to become familiar with the vast world of water.” “We thought the best way to honor Dave would be to marry his two passions – education and all things maritime. This fund ensures continuity of the maritime theme, a unique facet of the school that Dave valued greatly,” continues Maria Monteiro, the school’s director of institutional advancement. Specifically, the fund will provide maritime fellowships for Paul Cuffee juniors and seniors to pursue maritime-related leadership development opportunities at a community-based site such as the Community Boating Center. A native New Yorker, David earned degrees at Yale University and the University of Massachusetts before embarking on a long and distinguished career in education. He taught at Mount Hermon School for Boys in Gill, MA, and served as vice president for academic affairs at Loomis Chafee School in Windsor, CT, before moving to Rhode Island to serve as headmaster at Moses ◆ David Burnham Maritime Fund for Paul Cuffee School (2014) Helena Cullen and Anita Cinq-Mars Fund (2006) Cumberland Land Trust Greenways Endowment Fund (2008) Cumberland Public Library Includes: Alice Codding Endowment Fund for Cumberland Public Library (2011); Cumberland Grange Endowment Brown School. He retired after 16 years, later accepting short-term assignments in Japan, New York, and at St. Andrew’s School in Barrington. David then helped found the Paul Cuffee School, a charter school for Providence’s urban youth. It opened in 2001 with kindergarten through third grade. The School now serves nearly 800 students in grades K-12. Paul Cuffee School graduated its first class on June 10, 2014. “The idea was to surprise Dave at graduation with the announcement of the fund,” Maria recalls. Unfortunately, the 85-year-old honoree died five days earlier and just hours after the death of his wife of 62 years, Anne. “His family knows what the school meant to him, so they were thrilled we chose to honor him. They said the school was one of his proudest accomplishments,” Maria shares. Through this fund at the Foundation, Paul Cuffee School students forever will know the name of David Burnham, experience leadership opportunities in his name, and perhaps share his love for both education and sailing. ◆ Fund for Cumberland Public Library (2011); and Cumberland Library Endowment Fund (2013) Lillian Cumming Streetscape Fund (1988) Curtin Family Fund (2003) Robert W. and Mary W.C. (Polly) Daly Fund (2010) Marquise d’Andigne Fund (1932) 2014 Annual Report 33 Chariho-Westerly Animal Rescue League Legacy Fund and Chariho-Westerly Animal Rescue League Animal Welfare Fund For nearly half a century, the CharihoWesterly Animal Rescue League (CWARL) was, in the words of its late founder, Ilon Sillman, “dedicated to aiding animals in distress.” The nonprofit, Westerly-based organization provided low cost spaying and neutering, rabies and distemper shots, and emergency veterinary care, as well as a feral/ community cat, an animal placement and pet rental deposit programs. Larry Hirsch, who has been involved with CWARL since the mid 1970s, says, “I joined CWARL and ended up as president. I’ve always been an advocate for it and, while financially we were very successful, we didn’t have the people it took to run the programs.” In 2014, CWARL combined with Stand Up for Animals (SUFA) and is continuing its mission under the newly-formed Chariho-Westerly Animal Welfare Committee within SUFA. SUFA was established in 2002 with the primary goal of building a new, state-of-the-art animal shelter in Westerly, a project that was completed in 2009 in collaboration with the Town of Westerly. Howard Thorp, president of the SUFA board, explains that over the course ◆ Sister Angela Daniels & Reverend Daniel Trainor Fund for the Genesis Center (2014) of three or four years SUFA raised in excess of $2 million to build the facility, for which the Town pays utilities, maintenance, and the salary of a shelter manager. “The Town of Westerly now has one of the most beautiful shelters in Rhode Island,” Larry states, noting thermal heating for the dog run, an acclimation room for individuals or families looking to adopt a pet, library, meeting rooms, and more. Prior to the CWARL and SUFA joint venture, CWARL contributed some of its assets to the Foundation, establishing these two funds: the legacy fund which is designated for SUFA and the animal welfare fund which will support programs and organizations that benefit animals of any type in need in Charlestown, Hopkinton, Richmond, and Westerly, as well as Stonington, CT. “We want the good animal welfare work that CWARL has done to continue. By working with the Foundation, we’re partnering with an organization that makes good investments and makes good distributions in the community,” Larry asserts. ◆ Edna N. Davol Fund (1989) DeAngelis Family Fund (1978) Viola M. Dascoli Fund (2010) John A. and Elsa J. DeAngelis Fund (2005) William N. and Dorothy Q. Davis Fund (2003) James Philip Deery Fund (1987) Walter L. and Edna N. Davol Fund (1993) Walter L. and Edna N. Davol Fund (1988) 34 Rhode Island Foundation Margaret Deery Fund (1987) Allene deKotzebue Fund (1953) “Our understanding of kids’ needs has evolved over time. Prevention and community-based services are the focus of our agency.” Children’s Friend Fund For more than 180 years, Children’s Friend has served Rhode Island’s most vulnerable young children. President and CEO David Caprio says, “We have a responsibility to continue that legacy and to build upon it, as we move forward.” Founded in 1834 as an orphanage for abandoned children in the India Point section of Providence, Children’s Friend now focuses on preventive, community-based services. “Our understanding of kids’ needs has evolved over time. Prevention and community-based services are the focus of our agency,” David states. Children’s Friend works to strengthen vulnerable families through an array of social services, often in partnership with other organizations. Among the multitude of services are Nurse Family Partnership for families with children from birth to age two and Head Start for children from age three to five. “We can intensively and comprehensively work with a vulnerable family and get children ready for kindergarten,” David explains. Children’s Friend now has Head Start classrooms in both a Providence and Central Falls elementary school to ease the transition from Head Start to elementary school. “In the last five years, we’ve had an increased understanding of the health and nutrition component of child development, the value of good mental and physical health both for parents and kids. Based on this we have added WIC nutrition services and programs targeted to fathers,” David explains. With centers in Providence, Pawtucket, and Central Falls, Children’s Friend has more than 400 employees; social workers and educators comprise the largest groups. The agency’s endowment benefits its mission, with David noting, “The endowment allows us to fill gaps for families even with cuts in federal and state grants and downturns in the economy. It gives stability to our agency. All of our administrative costs are paid by the endowment.” Children’s Friend’s endowment was established in the 1800s. “Partnering now with the Foundation will help us build on our strengths…and was a no-brainer for me and our board. This brings two great institutions together to improve the positive impact that we are making in the lives of our most vulnerable kids,” David concludes. ◆ Anthony and Grace Del Vecchio Endowment Fund (2006) Denby Family Fund for Public Art in Providence (2013) Delmonico Family Fund (2013) Frieda Dengal Fund (2013) ◆ Julius Giovanni deNicola & Dora DeAmicis Memorial Fund (2003) Delta Dental of Rhode Island Fund (2005) Densmore Scholarship Fund (1993) Beatrice S. Demers Fund (2007) Thomas DePetrillo and Carol Keefe Fund (2013) and Lena DelPapa Memorial Fund (2014) 2014 Annual Report 35 DeRabbanan Fund (1989) Ali Dunn Packer Memorial Fund (2002) Clementina DeRocco Memorial Fund (1985) Charles and Nancy Dunn Family Fund (2011) David and Elaine DeSousa Family Fund (2006) Developmentally Disabled and Retarded Special Needs Fund in Memory of Louise A. Shuster (1991) Dutch Island Lighthouse Endowment Fund (2011) East Greenwich Education Endowment Fund (2003) Claudia and Mary Howe DeWolf Fund (1991) Grace M. Eastwood Fund for North Kingstown Free Library (2007) Olive B. DeWolf Fund in Memory of Paul Churchill DeWolf (1990) J.D. Edsal Scholarship Fund (1981) Jeremiah Dexter Family Fund (1998) Dibble Memorial Fund (1990) Dr. Bruno DiClemente Scholarship Fund (2001) Dimock Fund (2013) Directors’ Fund (2000) Iona Dobbins Art Fund (2000) Iona Blake Dobbins Scholarship Fund for the Visual Arts (2013) Doc Fund (2003) Edgar M. Docherty Memorial Fund (2001) Charles and Marilyn Doebler Fund (2004) ◆ James Donaldson Scholarship Fund (2014) Sylvia G. Donnelly Fund (1988) Dorcas Place Partners for Learning Fund (1999) ◆ Sgt. Maxwell R. Dorley Memorial Fund (2014) David Spalding Douglas Fund (1999) Douglas A. and Charlotte H. Dow Fund (1994) Elizabeth M. Drapala Memorial Scholarship Fund (2002) Patricia W. Edwards Memorial Art Fund (1989) Henry P. & Priscilla B. Eldredge Fund (2004) (2) Priscilla B. & Henry P. Eldredge Fund (1990) Priscilla Bateson Eldredge ’40 Middlebury College Fund (1997) Elmwood Church-Congregational Christian Fund (1955) Emmanuel Church Includes: Baum Fund for Emmanuel Church (2013) and Brown Fund for Emmanuel Church (2013) Embolden Charitable Fund (2012) English-Speaking Union Boston Branch Educational Endowment (2007) Equity Action Fund (2003) Includes: Simone P. Joyaux and Tom Ahern Fund for Equity Action (2003); Bhikhaji M. Maneckji Fund for Equity Action (2003); Julia Lorillard Pell Fund for Equity Action (2003); Sally E. Lapides Fund for Equity Action (2008); SoCoWiWo Fund (2010); and Schoenfeld Family Fund for Equity Action (2011) ETCO, Inc. Fund (1988) Evangelista Family Fund (2000) ◆ Barry and Dr. Elaine Fain Fund (2014) Frosty Drew Nature Center Fund (1985) Linda Fain Family Fund in Memory of Beatrice and Archie Fain (2001) Gregory Dubuc Memorial Scholarship Fund (2008) Effie R. Fairley Fund (1992) Sheila A. Duffy Fund (1997) Ruth Duggan Fund (1991) Edward Leon Duhamel Scholarship Fund (1991) Matthew J. Fandetti Memorial Fund (2002) John David Fanning Memorial Fund (1985) ◆ Malcolm Farmer III and Susan L. Farmer Fund (2014) Farnham Fund (1999) 36 Rhode Island Foundation Photo: David O’Connor “Having our endowments at the Rhode Island Foundation is attractive because it is a stable place through which individuals can make contributions.” College Crusade Believe Fund and College Crusade Legacy Fund “We take students from the poorest families in the poorest schools in the poorest cities,” states Todd Flaherty, Ed.D., president and CEO of The College Crusade of Rhode Island. The organization provides college readiness and success support for 4,500 middle school, high school, and college students from disadvantaged communities in Providence, Pawtucket, Central Falls, Woonsocket, and Cranston. Founded in 1989 “to reduce high school dropout rates and increase educational and career success for low-income urban youth,” The College Crusade focuses on academic enrichment, social and personal development, career awareness and exploration, preparation for postsecondary education, and postsecondary success. Caring advisors spend time with students. “We teach resiliency, grit, and academic tenacity, and that stays with our students throughout college. These young people are socio-economically disadvantaged, but are smart and work hard. We have high expectations for all of them,” Todd says. “When our students graduate from high school and get into college, we give them a scholarship,” he continues, noting that last year the Crusade awarded $2.3 million in cash and donated scholarships to approximately 600 students. The College Crusade has a proven track record: In 2013, the high school graduation rate for Crusaders was eight percentage points higher than the rate for non-Crusaders in Rhode Island’s urban school districts. That same year, the college-going rate for Crusaders was 28 percentage points higher than the rate for all urban students. “It’s rewarding to see the graduates of The College Crusade go off to college, succeed there, and then come back to their communities and make significant contributions. Some of our alumni teach at our career days or serve as Crusade advisors. They totally get it, and they’re the role models for our current Crusaders. The kids listen to them,” Todd says. Funding for College Crusade programs comes from federal and state grants, as well as from private corporations, foundations, and individuals. “Every dime counts for us. Having our endowments at the Rhode Island Foundation is attractive because it is a stable place through which individuals can make contributions. If you give to either of these funds, your gift will go for scholarships,” Todd explains. ◆ Feibelman Family Fund (1988) Richard M. and Janice H. Field Fund (1995) Mark and Adela Felag Fund (2004) Noel M. Field, Jr. Family Fund (1999) Joseph P. Ferrucci, Esq. Memorial Scholarship Fund (2010) Fifth Ward Memorial Fund (1962) Harold C. and May Noel Field Fund (1968) Frank and Anne Fiorenzano Scholarship Fund (2002) Harold J. Field Fund (1994) Jack Fireman, D.O. Scholarship Fund (2007) Janet I. & H. James Field, Jr. Fund (2004) Frederick J. Fish, Jr. Fund (1998) 2014 Annual Report 37 “I love the Foundation because it provides the non-government funds we can use to leverage other funds.” Sister Angela Daniels & Reverend Daniel Trainor Fund for The Genesis Center More than 30 years ago, Sister Angela Daniels, then a nun at the Assumption of the Blessed Virgin Mary Parish, saw a growing number of poor people, largely Cambodians and Hmong, in Providence’s West End. “I remember one cold winter day looking out the rectory window and seeing this woman who had on sandals and a flimsy sweater, and saying to Father Trainor, ‘Who are these people?’ We knew we had to do something,” Sister Angela recalls. Their neighbors’ need for assistance, most notably a desire to learn English, led Sister Angela and Father Daniel Trainor to co-found what today is The Genesis Center, a multi-service organization that has provided services to more than 7,500 people from 50 countries, and which Sister Angela continues to serve as a member of the nonprofit’s board. “The Center has evolved from its early days when it offered English as a second language and classes in basic life skills to offering a robust workforce development program focusing on the culinary arts and healthcare, education that includes citizenship classes and a high school Hyman and Mollie Fishbein Fund (1996) John R. Fitton Memorial Fund (1988) Kevin A. Fitzgerald Memorial Scholarship Fund (1989) diploma program, and affordable childcare,” says The Genesis Center President Shannon Carroll. The organization’s work attracted national recognition when, in 2014, it was honored by Vice President Joseph Biden as a “model program” in the National Skills Coalition, a designation awarded to only 30 nonprofit organizations around the country. As one of the state’s largest adult education organizations, much of The Genesis Center’s funding comes from the Rhode Island Department of Education. Smaller federal and state grants, private funds, and Foundation grants also are sources of funding. “The Rhode Island Foundation has supported The Genesis Center for years. I love the Foundation because it provides the non-government funds we can use to leverage other funds,” Shannon acknowledges, referring to the Foundation as “the go-to-place.” The organization expanded its partnership with the Foundation by establishing this organization endowment. “The Foundation has a great reputation, and this endowment will provide us with the flexibility to do the things we need to do,” Shannon relates. ◆ James A. and Elizabeth K. Fletcher Fund (1987) Kenneth P. Flint Fund (2011) Heather and Ronald Florence Fund (2009) Mary L. Flanigan Fund (1987) Flower Power Inc. Fund (2005) James A. and Elizabeth K. Fletcher Fund (1993) George P. and Anna M. Flynn Scholarship Fund (1998) 38 Rhode Island Foundation “...when she saw a little spark, she would further nurture their love of education and the arts.” Julius and Lena DelPapa Memorial Fund Julius and Lena (Testa) DelPapa immigrated to the States from their native Italy and settled in Pawtucket. Julius was a longtime owner of the Julius DelPapa Cement Construction Company in Pawtucket, and the couple raised two children, a son Angelo and a daughter Gloria. “Education and living the American dream was very important to their family. While many children of immigrants go to college, the DelPapas were a bit unique in that their daughter went to Pembroke (then the women’s college at Brown University) and their son went to Brown,” explains Tom Corley, the late Gloria DelPapa’s nephew. Gloria devoted her entire career to education, teaching for 38 years in the Pawtucket School Department and retiring as chair of the English department at Shea High School. “Teaching was her life. She never married, and her students were her kids. She took great pride in developing them and bringing them along, and when she saw a little spark, she would further nurture their love of education and the arts,” Tom shares. This fund Gloria established at the Foundation, through a bequest and in her Sarah F. and Gerald J. Fogarty Fund (2006) Sarah Adams Fogg & Henry Meader Fogg Fund (1992) Lois Hamilton Fontaine Scholarship Fund of the Westerly College Club, Inc. (1997) Forer Family Fund (1999) Fort Adams Preservation Fund (2008) parents’ names, supports the arts and humanities, education (particularly libraries), basic human needs (particularly hunger), and animal welfare in Rhode Island with a focus on Pawtucket. Tom explains, “Gloria always liked the idea of education and nurturing young men and women. She would take kids to the opera and plays, and she saw the value of kids being cultivated into the life of the library, as a friend for life. She was very concerned about cuts in funding to libraries.” As to her interest in basic human needs/ hunger, Tom says, “I can’t remember a time when Gloria wasn’t volunteering at Amos House. It was a weekly ritual for her for a couple of decades.” “She also was extraordinarily sensitive toward animal welfare,” he continues of his aunt. “She would cringe if she saw an animal being abused on TV. She would get so upset, you just had to turn the TV off.” Tom concludes, “Gloria was a great supporter of the arts, well-traveled, and a very personable, bright, classy, polished woman.” ◆ Maria A. Forte-Tocco Scholarship Fund (2002) 43rd Signal Company Veterans Association/ Robert L. Grace Fund (2009) Anne R. & Harold M. Foster Memorial Fund (2004) Foundation for Health Fund (2006) 2014 Annual Report 39 Four Corners Community Chapel Endowment Fund (2011) Richard A. Gamelin, Jr. Memorial Fund (2003) Alan Fox Fund for the Music School of the Rhode Island Philharmonic Orchestra (2001) Charles H. Gardiner Memorial Fund (2010) Miriam G. Frank Fund (2000) Eva and Boris Frankfurt Fund (2008) Howard F. and Olga B. Gardiner Fund (2000) Edna B. Gardner Fund (1981) ◆ Susan and Jim Garlington Fund (2014) George R. Frankovich Scholarship Fund (1996) Guy and Ann Garofalo Family Fund (2004) Mary Ethier Frappier Fund (2010) Edward and Jeannette Gatta Memorial Fund (2001) Alexander E. and Alice M. Fraser Fund (1972) Diane D. Geaber Memorial Fund (2011) Aldo Freda Scholarship Fund (1997) Dominic Gencarelli Family Trust Fund (1988) Marion Baker Freeman Fund (1963) Peter and Melinda Gerard & Loti Falk Family Fund (2006) Mimi and Peter Freeman Fund (2003) Robert E. Freeman Downcity Fund (1992) Nancy H. Gewirtz Fund for The Economic Progress Institute (2005) Fredric C. Friedman/Sheryl A. Jacobson Fund (2009) GFWC Women’s Club of South County Scholarship Fund (2000) Fruit Hill Women’s Clubs Scholarship Fund (1982) Richard and Vera Gierke Family Fund (2005) Albert H. Fuchs Trust (1995) Ellen R. Fuglister Fund (1991) Fund for Arts and Culture (2011) Lottie G., William E., and Ruth M. Gilmore Memorial Fund (1981) Eric Ginsberg Memorial Scholarship Fund (2009) Fund for Children and Families (2011) Girls Friendly Society of Rhode Island Fund (1987) Fund for Community Progress Endowment Fund in Memory of Joseph R. Vanni (1993) Richard J. Gladney Charitable Endowment Fund (2004) Fund for Education (2010) Fund for the Environment (2011) Fund for Grace Church (1980) Gladys Fund (2002) Glass Family Fund (2006) Roger O. Glaude Memorial Fund (2009) Fund for Greater Providence YMCA (2003) Glocester Heritage Society Endowment Fund (2008) Fund for a Healthy Rhode Island (2008) Robert H. I. Goddard Fund (1994) Fund for Housing (2011) Robert H. I. Goddard and Hope Drury Goddard Fund (2013) Fund for Rhode Island (1916) ◆ Fund Robert H. I. Goddard Fund/St. Elizabeth Home (1978) Thomas E. Furey Fund (2009) Darius Lee Goff and Paula Dodge Goff Fund (1981) of the Providence Shelter for Colored Children (2014) Stanley and Florence Gairloch Fund (1982) Bob and Wini Galkin Fund (2012) Ira S. and Anna Galkin Fund (1977) Madeline P. Gamble Fund (1987) 40 Rhode Island Foundation Carleton Goff Fund (1999) Newell D. Goff Fund (2013) David M. Golden Memorial Fund (1999) Golden Einhorn Family Fund (1999) “He loved coaching and the kids loved to play for him. He’d tell them, ‘I will help you be as good as you would like to try to be.’ ” James Donaldson Scholarship Fund “In an arena dominated by individuals who thrive on the ego-feeding recognition that comes with competition, Gentleman Jim Donaldson was an anomaly. He was quiet, unassuming, and polite. He was conscientious, caring, and concerned. It was the same whether his teams were winning or losing. He was Gentleman Jim,” wrote then-Providence Journal Sports Writer Paul Kenyon in 1995 following the death of longtime Tolman High School Basketball Coach James Donaldson. Jim grew up in the Smith Hill section of Providence, graduated from LaSalle Academy at 16, and earned a degree in education at Rhode Island College. He was a standout in college as a member of his school’s baseball, track, and basketball teams. Rhode Island College inducted him into its inaugural Athletic Hall of Fame class. joining the Pawtucket public schools, where he taught at Goff Junior High and then at Tolman, where he coached from 1965 until his retirement 15 years later. “He loved coaching and the kids loved to play for him. He’d tell them, ‘I will help you be as good as you would like to try to be’,” his son Jim explains, noting that although it had been nearly 50 years since his father had coached at LaSalle, all five of the starters attended his wake. “That’s the kind of effect he had on people,” Jim states. The James Donaldson Scholarship has been awarded annually at Tolman High School since 1995. “We wanted to do something to honor the Jim Donaldson type of player, someone who would put the team first. One of the nice things is that at Tolman, the scholarship signifies certain things that people look up to,” Jim says. Jim’s long teaching and coaching career followed a stint in the Navy as a dive bomber pilot in the Pacific during World War II. He taught and coached at both LaSalle Academy and St. Raphael before The fund was transferred to the Foundation where, Jim explains, “it will be better managed. It just makes a lot more sense to have it in the hands of the Foundation.” ◆ Leon and Barbara Goldstein Fund (2006) Gordon School Includes: Gordon Fund (1996) and Peter Kaplan Memorial Fund for Gordon School (1996) Henry Gonsalves Family Fund (1999) Susan F. Gonsalves Charitable Fund (2010) Professor and Mrs. Elliot R. Goodman Fund (1991) Cynthia C. Goodwin Memorial Fund (1976) Charles Goss Memorial Fund (1995) Lisa Lofland Gould Native Plant Program Fund (2007) Goulet Family Fund (2003) 2014 Annual Report 41 “He did so much for others, and accomplished so much. He had a big heart.” Sgt. Maxwell R. Dorley Memorial Fund “You can’t change the world, but you can make a difference” was the philosophy of the late Sgt. Maxwell R. Dorley, shares his mother, Miatta Dorley. “Max was very compassionate and always felt sorry for people who didn’t have much.” high school sweetheart, Kou, and worked three jobs to support his family that later included children Amanda and Robert. It was at the wake for the 16-year Providence Police Officer that the family learned the extent of his generosity. “We met a lot of people from Crossroads who told us he had helped them. Max would have blankets and hats in his car, and when he saw someone who needed them, he’d just hand them to the person. He was at Crossroads several times a week,” she explains. Max later worked as a Providence Reserve Officer and a correctional officer at the Adult Correctional Institute before joining the Providence Police Department. Miatta recalls Max’ fellow officers telling her, “He was more than a friend, he was a brother.” Max died in an automobile accident en route to aid fellow officers at a disturbance; he was 41. “He did so much for others, and accomplished so much. He had a big heart,” recall his aunts, Sandra Rezendes and Hawa Vincent. Born in Monrovia, Liberia, Max came to Rhode Island at the age of 11. He attended Perry Middle School and Mt. Pleasant High School, followed by two years at the Community College of Rhode Island, and earned a scholarship to attend medical school at Brown University. Instead of pursuing his own education, Max opted to marry his “Family was very important to him, and our family is very close-knit,” Miatta says. Miatta’s niece, Saikon Gbehan, suggested the family establish this fund, designated for Crossroads Rhode Island, through the Foundation. A recipient of a Marilyn Graboys Wool Scholarship (a fund managed by the Foundation), Saikon told her aunt, “This is something perpetual that, through Max, Crossroads would always be taken care of. The Foundation has a good reputation.” Of her son’s commitment to help those in need, Miatta concludes, “It was his passion, and this is my way of keeping him alive.” ◆ Richard C. and Ellen M. Gower Fund (2012) Barbi N. Gracie Fund (1994) George Graboys Leadership Fund (2008) Grandparents Guild Fund (1987) Lois W. and George Graboys Family Fund (2008) Doris Green Fund (2005) Annie Aylsworth Greene Fund (1967) Grace Fellowship Church Memorial Fund (2007) Greene Cemetery Fund (1989) Gracie Annabelle Fund for the Arts (2002) Nancy Carolyn Greene Endowment Fund (2007) 42 Rhode Island Foundation “We hope that whatever we give will provide direct and effective impact. The Foundation has the community knowledge to help insure that is the case.” Barry and Dr. Elaine Fain Fund “We’ve been part of Providence for a long time,” says Barry Fain of his family who started their first business in the city back in the 1890’s. “My wife Elaine and I consider ourselves so very fortunate that we are able to continue our family’s tradition of charitable giving through this new donor advised fund.” Both Barry and Elaine grew up in Providence and started their education here, Elaine at Classical and Barry at Moses Brown. Elaine continued her education at Brown, the Harvard School of Public Health, and medical school at Columbia University, while Barry went to the University of Pennsylvania and Columbia Business School. After working in New York, both found themselves drawn back to their hometown. By this time, Elaine was a practicing physician, serving on the clinical faculty at Brown’s medical school, first working with high risk pregnancies at Women and Infants and then opening a private practice in internal medicine. Barry, who began as an advertising writer/producer in New York (what he calls his first career), joined the family carpet business and expanded it to Greenhalgh Charitable Fund (1971) Gregson Foundation (2002) Gregson Fund (1975) Griffiths Family Fund (1999) William Grimshaw Fund (2002) Christine T. Grinavic Adventurer’s Fund (2007) 18 stores in New England before it was sold. Too young to retire, Barry began his third career and is now the publisher of four magazines…East Side Monthly, Providence Monthly, SO Rhode Island, and The Bay. The Fains, parents of two adult children, have a long history of community involvement, including the Music School, the RI Medical Women’s Association, International House, Jewish Federation, United Way, and Providence Rotary Club, as well as their alma maters. And both continue to believe in the power of social activism, with Barry noting, “When a community is able to work together, it’s amazing what can be accomplished.” Another of their goals is that by creating this fund, their children will be able to participate in maintaining the family’s charitable tradition as they begin to support their own areas of interest. Elaine is particularly excited about the Foundation’s philosophy. “We hope that whatever we give will provide direct and effective impact. The Foundation has the community knowledge to help insure that is the case.” ◆ Groden Center Includes: Groden Center Fund (2011) and Considine Family Fund at the Groden Center (2012) Bessie Grossman Memorial Fund (1966) Helen E. and Stanley H. Grossman Fund (2014) Herschel and Suzanne Grossman Fund for Assisting Immigrants (1995) 2014 Annual Report 43 Rosa Anne Grosvenor Fund (1942) Gudoian Family Fund (2005) ◆ Alice M. Harkin Nursing Scholarship Fund (2014) Madeline Guida Memorial Fund (2007) Rachel R. Harper and Philip R. Harper Fund (2000) Lynn M. Gunzberg Fund (2002) Maegan Harpool Memorial Fund (2009) Florence Kennan Gurney Fund (1972) Harriet Kean Harrington Fund (1998) Hans E. Gwinner and Berta E. Gwinner Fund (2001) Ernest A. Harris Memorial Fund (1999) Hans E. Gwinner and Berta E. Gwinner Charitable Fund (2001) Hans E. Gwinner and Berta E. Gwinner Fund for Economic Development (2001) Hans E. Gwinner and Berta E. Gwinner Fund for Education (2001) Barbara S. Gwynne Shakespeare’s Head Garden Fund (1995) Ann W. Hack Memorial Fund (1996) Mrs. Jeannette Hamilton Hadley Fund (1981) Carolyn B. Haffenreffer Endowment Fund for the Providence Preservation Society (1986) Haffenreffer Seaconnet Point Fund I (1988) Haffenreffer Seaconnet Point Fund II (1988) Arnold H. Hahn, Jr. Memorial Fund (2005) Mary Kimball Hail Fund (2004) Dr. Daniel S. and Dorothy J. Harrop Fund (2008) Louise Hartwell Fund (1978) Harvard Business School Association of Southeastern New England (HBSA-SNE) Fund (2002) Harvey Family Fund (2014) Warren and Elizabeth Haskell Memorial Fund (1984) Elizabeth Haskell Fund (1984) Danielle and Michael Haxton Family Fund (2006) Alice D. Hayes Fund (2008) Caroline Hazard Fund (1977) Peyton R. Hazard Fund (1964) Thomas P. Hazard Fund (1982) Healing Ribbons Fund (2004) Henry Heffernan Fund (1998) Thomas B. and Virginia Ann Haire Memorial Fund (1991) William H. Heisler III Fund (2014) Haire Family Fund (2003) Milton S. Heller Charitable Fund (2009) Hale House Endowment Fund (2011) Lucille A. Moore Hennessey Fund (2002) Halkyard Family Fund (2000) Robin M. Hergott (‘83) Living Tribute Fund (2009) Lawrence L. Hall Fund (1996) Chester W. Ham Memorial Fund (2008) ◆ Hamilton House Endowment Fund (2014) William S. Hamilton Fund (2005) Hemingway Hamlin Fund (1993) Hemingway Hamlin Family Fund (1993) Herreshoff Marine Museum Endowment Fund (2013) Frank T. and Isabelle Oram Hertell Fund (1971) Hevey-O’Rourke Scholarship Fund (2014) Higgins Family Fund (2010) Raleigh Alexis Hamlin Fund (2004) Kenneth N. & Judith Brand Hill Fund for Grace Church in Providence (1996) Roland Hammond Fund (1979) Hinckley, Allen and Snyder Fund (2003) Ralph E. Hanson Fund (2013) Louise C. Hintze Fund (2012) Percy A. Harden Fund (1953) Hope L. and David M. Hirsch Fund (2010) 44 Rhode Island Foundation “The civil rights movement ended state-sanctioned racial discrimination and segregation, but it did not end institutional racism. Racism continues today.” Malcolm Farmer III and Susan L. Farmer Fund A graduate of Yale University and Harvard Law School and a partner at Hinckley Allen, Malcolm “Mac” Farmer III shares that he “was born into a wealthy East Side family… and clearly was a child of privilege.” But there’s a different side of Mac that drives him. The year was 1964. “I was walking home from work (then a young associate at Hinckley Allen) and I came across a New York Herald Tribune with a picture of a young Black kid and over him was a highway patrolman with a billy club raised. I started thinking about it and basically decided there must be a way for people who had the advantages I had to help people like that,” Mac recalls. Through the local CORE (Congress of Racial Equality) office, Mac joined the Lawyers Constitutional Defense Committee and spent the following summer in Monroe, LA, followed by two years in Jackson, MS. His work brought him into contact with civil rights leaders Martin Luther King, Jr, and Stokely Carmichael, but it also resulted in him being beaten, having his tires slashed, being held in contempt (when court papers were “lost”), and having a shotgun held to Barry and Kathleen Hittner Fund (2002) Andrew R. Hoban Memorial Scholarship Fund (2004) Gilbert and Olga Hoffman Fund (2006) Louise A. Hoge Fund in Memory of Wallace W. Hoge (1990) ◆ Holocaust Education & Resource Center of Rhode Island H. Alan & Ellie Frank Fund (2014) his head for his efforts to defend Black people. “It was an unbelievable experience, 24 months of rapid growing up that changed everything for me,” he explains. “The civil rights movement ended state-sanctioned racial discrimination and segregation, but it did not end institutional racism. Racism continues today,” Mac states. Both he and his late wife, Susan, held active public lives. Susan, who died in September 2013, was the first woman elected to statewide office in Rhode Island, serving as Secretary of State from 1983 to 1987. She led Rhode Island PBS from 1987 to 2004 and earned numerous government appointments on topics including human rights, elections, and voter education. Through this fund, Mac and Susan intend to support issues of equality, whether they pertain to race, gender, educational opportunities, immigrant rights, or other areas where discrimination occurs. “The real legacy is about this work continuing. I feel really good that the fund is being managed by the Foundation,” Mac concludes. ◆ Home and Hospice Care of Rhode Island Includes: Norman A. DesLauriers Memorial Fund (1993) and Home and Hospice Care of Rhode Island Endowment Fund (1993) Honey Buzz Fund (2013) Ann Hood Fund for Creative Writing (2006) Edith R. Hood Fund (1968) 2014 Annual Report 45 “It would be nice to do something that would really help. It makes me feel good to give, and it makes me happy to help people.” Susan and Jim Garlington Fund A sense of giving back often is passed from one generation to the next. Such is the case for Susan (Horvitz) Garlington. “My parents were very giving and active volunteers in the community,” Susan explains. Raised in Pawtucket and a graduate of Pawtucket West (now Shea high School), Susan went on to earn a degree in psychology from the University of Rhode Island and later returned to school to learn about the travel industry. Her training prepared her for a job in the travel department at GTECH, a position she held for nine years before moving into her current job as marketing coordinator for the Providence-based international lottery and gaming company. “I make arrangements for visiting customers, many from out of the country, who visit our headquarters,” Susan says of her role. Susan also devotes her time and energy to animal rescue organizations, and has rescued three dogs from shelters around the country. “You wouldn’t believe the horrible conditions animals live in, especially in the south. They don’t spay and neuter, and many animals are euthanized,” she says. As a volunteer for various rescue organizations, Susan has assisted with several local adoption events and has done home visits before the dogs are placed. She also is involved with a sponsorship program with a rescue located in Louisiana. Susan learned about the Foundation through her lawyer and plans to continue her commitment to animal rescue through this fund, with other interests including homelessness and veterans. “It would be nice to do something that would really help. It makes me feel good to give, and it makes me happy to help people,” she shares. ◆ Outside the office, Susan enjoys spending time with her husband of seven years, Jim, who grew up in New Bedford, attended Bryant University, and now is a regional sales manager for RFIDeas, an Illinois– based high tech company. Hope Alzheimer’s Center Endowment Fund (2005) Herbert E. Hopkins Fund (1980) (2) Hopkinton Land Trust Conservation Stewardship Endowment (2008) Albert E. Horton Fund (1968) Hough Family Fund (2007) 46 Rhode Island Foundation Florrimon Howe Trusts (1992) Anne King Howe Fund (1963) Cornelia Howell Fund in Memory of Helen Howell & Fred A. Otis (1989) (2) Alice M. Howland Fund (1944) (2) Allen H. Howland Fund (1978) Allen and Katharine Howland-Gammell Family Fund (2003) “By challenging us, the donor and fellow member stimulated us to grow and to plan for the future.” Hamilton House Endowment Fund The class list reads like a college catalog – Spanish, painting, computer, literature – but rather than a college or university campus, these classes are offered at Hamilton House, an “adult learning exchange” on Providence’s East Side. Complementing the more academic offerings are topics as diverse as yoga, bridge, and film courses. “The program is what Hamilton House is all about, the program and friendships,” says Executive Director Jessica Haley, who continues, “We see new friendships, then we see those friendships grow, and the next thing you know members are going to the theater or out to lunch together.” Built in 1896, the French chateau style Hamilton House was the private home of Florence Champlin Hamilton and her husband, Ralph, a wedding gift to the couple from Florence’s father, George Champlin. Upon Mrs. Hamilton’s death, the House was left to the adjacent Central Congregational Church, which continues to own it today. The elegant House has been operating as an independent, nonprofit learning center for older adults since 1972 and currently has about 300 members. Janet Howland and Jay Gorud Family Fund (2003) “The program is open and approachable to all; we are just lucky what we offer happens in this wonderful space,” Jessica points out, adding, “The exchange of learning, especially between our members, some devoting a lifetime of study to a particular subject, others with a skilled trade, and all who share life experiences coupled with the many young people who teach here, is so beautiful. It’s all about the synergy and welcoming shared environment.” This endowment is the brainchild of an anonymous donor who is passionate about Hamilton House and who offered to put up half the funds if Hamilton House would contribute the other half. A fellow member then further challenged the organization to raise the funds rather than withdrawing them from the bank. “By challenging us, the donor and fellow member stimulated us to grow and to plan for the future. The donor’s intent was for the funds to be invested through the Rhode Island Foundation. The donor loves the Foundation and felt we would get the best return on our investment,” Jessica explains. ◆ Buell W. Hudson Memorial Fund (1979) Hudson Family Fund (2001) John and Carol Howland Family Fund (2003) Paul W. Hunger Memorial Fund (2000) Peter Howland Family Fund (2003) Dorothy H.W. Hunt Fund (1971) Howland Swan Fund (2006) Dorothy H.W. Hunt-Clarence H. Philbrick Fund (1971) Katharine F. Hubbard and Josephine H. Williams Fund (1959) Harrison Barrows Huntoon Fund (1991) 2014 Annual Report 47 Phyllis Huston Fund (2005) Emanuel Iacoletti and Harriet K. Iacoletti Fund (2003) Mikko Luke, Gerald Matthew, and Delight Lewis Immonen Fund (2014) Imperial 718 Fund (2013) Fanny T. Ingalls Fund (1973) George A. & Evelyn M. Ingleby Fund (1995) Jasper Fund for the Care and Rescue of Animals (2000) Ellen M. Jecoy Memorial Fund (2002) Mary M. Jennings Fund (1996) Anna E. Johnson Fund (1978) ◆ Kathryn Johnson Fund (2014) ◆ Kathryn Johnson Jazz Scholarship Fund (2014) Initiative for Nonprofit Excellence Fund (2008) Elizabeth Arnold Johnson Historic Trust Fund (2001) Interfaith Health Care Ministries/The Reverend Dr. Duane F. Parker Endowment Fund (1998) Elizabeth J. Johnson Pawtucket History Research Center Fund (2013) International House of Rhode Island Rooke Fund (2008) Joyce Ioanes Mental Health Memorial Fund (2007) David C. Isenberg Family Fund (2007) Island Free Library Endowment Fund (2003) Israel-Frumson Family Fund (2005) Harry Itchkawich Memorial Scholarship Fund (1998) Robert and Margaret MacColl Johnson Fund (2003) Robert and Margaret MacColl Johnson Fellowship Fund (2003) Victoria Johnson Scholarship Fund (2011) Johnston Lions Armand Muto Scholarship Fund (1985) Dr. J. Paul Jones, Carolyn M. Jones and Virginia L. Jones Fund (2013) Jonnycake Center Fund (2005) Barbara P. Jackson Fund (1980) Elsie I. Jordan Fund (2006) Benjamin M. Jackson Fund (1945) Michael and Jane Joukowsky Fund (2001) S. Lee Jackson and Dorothy M. Jackson Fund (1976) Herbert E. Kaplan Fund for the Association of Fundraising Professionals, RI Chapter (1996) Madeleine C. Jackson Fund (1979) Jalbert Family Fund for Basic Human Needs (2012) Jalbert Family Fund for Education (2012) Jamestown Community Fund (2001) Jamestown Fund for the Performing Arts (1983) Jamestown Historical Society Includes: Jamestown Historical Society Windmill Endowment Fund (2006); Jamestown Historical Society Endowment Fund (2007); and Jamestown Historical Society Mary R. Miner Archives Fund (2007) Jamestown Philomenian Library Includes: Jamestown Philomenian Library Endowment Fund (1996) and Jamestown Philomenian Library Capital Expenditure Fund (2004) 48 Rhode Island Foundation Varoujan and V. Rose Karentz Scholarship Fund (2013) Karibian Family Fund (2000) Richard Katzoff Fund (1990) Stephen M. Kaufman Memorial Fund (1999) John H. and Alberta C. Kazanjian Fund (2003) Lester B. and Linda D. Keats Fund (1991) Peter M. Keefe Junior Golf Memorial Fund (2002) Margaret H. C. Keiler Memorial Fund in Memory of Edmund H. Keiler (1992) Edward D. Keith Fund (1949) Amelia M. and Minnie E. Kelley Fund (1983) Ellen Williams Kenerson Memorial Fund (1968) “Education was huge to her. That was her mantra: education is everything. She always said that all of her kids were going to college.” Alice M. Harkin Nursing Scholarship Fund The late Alice Harkin graduated near the top of her class (Class of 1936) at B.M.C. Durfee High School in her native Fall River. “She was very smart and was determined to continue her education,” shares her daughter Kathy MacLean. But Alice’s family could not afford to pay for her education, so Alice went to work after high school to save money to pay for her schooling. She later enrolled at the Union Hospital School of Nursing (the nursing school closed many years ago; the hospital now is Charlton Memorial), although her family believes that because of her interest in science, Alice’s dream was to go to college, major in chemistry, and ultimately become a doctor. After graduating in 1940, Alice worked for many years as a registered nurse in Union Hospital’s “accident room” (now called the emergency room). Kathy shares that her brother, who worked as an orderly in the accident room, told her that doctors often would request that Alice assist them and that she was highly regarded by her hospital colleagues. Alice later worked for 26 years as a public health nurse in the Fall River School Department, retiring in 1994 at age 76. “The only reason she retired was because she had to have knee replacement surgery. She didn’t want to have to take sick time, so she retired,” Kathy explains, continuing, “I think she missed nursing after she retired, but then she got involved in volunteering by reading to kindergarteners, at Hospice, at the Rose Lathrop Cancer Home, and at the Shepherd’s Center in Fall River.” Alice also was active in the Union Hospital Nurses Alumni Association, serving for many years as the group’s treasurer. “Education was huge to her. That was her mantra: education is everything. She always said that all of her kids were going to college,” Kathy recalls. Kathy and her husband, Brian, established this nursing scholarship fund, at the Foundation, designated for Bristol Community College, to “do something meaningful” to honor her mother who died in 2014 at age 95. A fitting tribute for a woman who believed, “Education is everything.” ◆ Sylvia & Frederick Kenner Fund (1996) Daniel A. and Jennifer R. King Fund (2008) Kiernan-Fallon Fund (1993) Judith Alperin King and Timothy King Fund (2000) Jennie M. Kiernan Fund (1984) Mari Killilea Memorial Scholarship Fund (1988) John B. & Ruth L. Kilton Fund (1997) Horace A. and S. Ella Kimball Fund (1944) Martin Luther King Scholarship Endowment Fund (2001) King Solomon #11 Fund (2013) King’s Daughters and Sons Scholarship Fund (1978) 2014 Annual Report 49 “I was so excited. I couldn’t wait to find the funds that would allow us to be part of the Rhode Island Foundation.” Holocaust Education & Resource Center of Rhode Island H. Alan and Ellie Frank Fund Staff and volunteers for the Holocaust Education & Resource Center of Rhode Island work to educate the public, especially school children, about the Holocaust. But their message extends beyond the Holocaust to encourage others to support their efforts “to reduce prejudice and the injustice of bigotry against all minorities.” “A lot of the students we see are first generation Americans. Many of their parents came here from dangerous places,” notes May-Ronny Zeidman, executive director of the Center, in explaining how the message resonates with young audiences. May-Ronny explains the Center’s three primary activities, beginning with education. Center staff and volunteers educate both teachers on how best to teach about the Holocaust and Rhode Island students on the facts of the Holocaust. Student programs feature Holocaust survivors or their children telling personal stories. The second activity, the Holocaust through the Arts Program, educates students and educators through movies, plays, dance, theatre, and art exhibits, while the third activity, an annual Art and Writing Contest, provides a creative outlet for middle Kingston Hill Gardeners Fayerweather Grounds Endowment Fund (2009) and high school students to express their thoughts and feelings about what they learned about the Holocaust. It culminates in an awards ceremony/ice cream party. The Center began as a committee of the Jewish Community Center. Holocaust survivors and other interested persons later decided there should be an independent organization to preserve their stories, and the forerunner to the Center, the Rhode Island Holocaust Museum, opened its doors in 1988. “Ellie (Frank) served on the committee of the Jewish Community Center…and she just never left. She and Selma (Stanzler) became the dynamic duo behind the Center,” May-Ronny explains. Ellie and her husband, Bud, provided the Center with the funds to establish this endowment. May-Ronny shares that, after hearing a presentation on organization endowment at the Foundation, “I was so excited. I couldn’t wait to find the funds that would allow us to be part of the Rhode Island Foundation. I want to leave the Center better than I found it, and I think one of my best options for doing that is through the Rhode Island Foundation.” ◆ Paul and Nancy Klotz Fund (1979) Joseph J. and Lillian A. Kirby Fund (1998) Susie Brown Kochhan Memorial Music Fund (1999) Susan Kizlinski Family Fund (2013) Korean War Memorial Fund (2004) NC Klein Jazz Scholarship Fund (2012) Alfred and Mary Kosowski Fund (2013) Paul and Nancy Klotz Community Fund (2004) Krause Family Fund (1994) 50 Rhode Island Foundation Katherine Bryer Krueger Fund (1991) “She was always captivated by what she didn’t know. She was truly a lifelong learner.” Kathryn Johnson Fund and Kathryn Johnson Jazz Scholarship Fund The late Kathryn Johnson, an independent artist, knew from a very early age what she wanted to do in life. Her niece, Marion Leonard, shares that on an application for an exhibition of her works, Kathryn had written, “When I was six years old, I said without hesitation, I wanted to go to Rhode Island School of Design.” “She was always very clear about what she wanted to do,” Marion says of her aunt who graduated from Rhode Island School of Design (RISD) in 1941. “She was very exacting, very precise, and was very definite in her views. She also was very thoughtful, considerate, generous, and loyal to her friends,” Marion recalls. Born in East Providence, Kathryn was the youngest of five children of Armenian immigrants from Turkey. After graduating from RISD, she took continuing education and foreign language classes at Brown University, as well as art classes at Newport Art Museum, Providence East Side Art Center, Art Students League in New York City, and Summer School of Painting in Provincetown, MA. Hans L. Kuster Fund (2012) Ladies Auxiliary of the Bristol Volunteer Fire Department Fund (1982) Kathryn worked in many mediums and forms throughout her nearly 73 years as an abstract expressionist: stained glass, oils, printmaking, collages, chalks and oil-based crayons, papermaking, textile and wallpaper design, and silk screens. “She was always captivated by what she didn’t know. She was truly a lifelong learner,” Marion shares. Kathryn created two funds at the Foundation through her estate plan. The Kathryn Johnson Fund will provide travel and study opportunities, with an emphasis on residential retreats, for visual artists. “Early on in her career, Kathryn didn’t have uninterrupted time to pursue her art. She couldn’t travel as much as she would have liked,” Marion says, noting that Kathryn became her mother’s caregiver. The second fund, the Kathryn Johnson Jazz Scholarship Fund, is designated for the Rhode Island Philharmonic Orchestra and Music School for scholarships for the instrumental study of jazz. “Kathryn always liked jazz and classical music and had a friend who was a jazz musician. With Kathryn’s love of learning, scholarships were a natural for her,” Marion states. ◆ Marie J. Langlois and John F. Loerke Fund (2011) Harold A. Lanphear Fund (1977) A. Lloyd Lagerquist Fund (2003) Ella M. Lapham Fund (1933) Bruce Lang Good Government Fund of RI (2006) Alice W. Larchar Fund (1981) Langevin Family Trust (1990) Laurans Fund (1979) Isabelle Lawrence Fund (1992) 2014 Annual Report 51 Mary B. Lawrence Fund (2010) Lawrence, Allen, Singleteary Scholarship Fund (2008) Charles P. Lee Memorial Fund (2012) Helen L. LeGendre Scholarship Fund (2009) Alvina Legere Fund (2004) Robert H. Lenth Scholarship Fund (1998) Barbara M. Leonard Fund (1986) Louis Leone Fund (1998) Dominick J. Lepore Memorial Fund I (2009) Letcher Family Fund (2008) Irving M. and Pauline L. Leven Fund (2001) Irving H. Levin Fund (2007) Frederick N. and Carol J. Levinger Fund (2003) ◆ Dan Levinson RI Fund (2014) Sarah and Harold Libby Scholarship Fund of the Chopin Club (2011) Judith M. & Henry M. Litchman Fund (2014) Little Compton Playground Fund (1988) Little Compton United Congregational Church Fund (1981) Little Compton United Congregational Church Fund (2007) Little Compton United Congregational Church Fund (2012) Royal Little Memorial Fund (1994) Stanley & Martha Livingston Fund (1997) Annie Mary Livsey Fund (1987) Edith S. S. Loebs Fund (1982) R. M. Logan Hospice Fund (2005) James J. Longolucco Scholarship Fund (1995) Looking Upwards Endowment Fund (2010) George W. Lothrop Fund (1970) Lovett Fund (1979) Mario M. Libutti Memorial Fund (2008) Michael F. Lovett Scholarship Fund (1994) LIFEcycle Endowment Fund (2012) Edgar J. Lownes Memorial Fund (1958) Lifelong Learning Collaborative Fund (2013) Raymond J. Loynds Memorial Fund (2002) Alice Gertrude Lothrop Lincoln Fund (1959) Fordyce Remsen Lozier & Mary Williams Horr Lozier Fund (1993) Lincoln School Education Fund (2011) Includes: Lincoln School Faculty Fund (2011); Lincoln School Lincoln Scholar Fund (2011); Lincoln School Operations/Unrestricted Fund (2011); and Lincoln School Scholarship Fund (2011) Marjorie H. and Clinton J. Lind Memorial Fund (2001) Linden Place Endowment Fund (2003) Edna P. Lumb Fund (1967) Edward G. Lund Fund (1993) Paul D. Lynch Scholarship Fund (2013) Maria Lyssikatos Scholarship Fund (2007) Cynthia M. Macarchuk Donor Advised Fund (2008) Frederick Lippitt Memorial Fund (2006) Mary K. and Norman A. MacColl Fund (1967) Frederick Lippitt Endowment for the Woonasquatucket River Watershed (2005) MacColl Benevolent Fund (1973) Lippitt Hill Tutorial Founders Fund (1988) Commander Michael MacDonald Fund (1982) Lucy Lippitt Fund (1961) Mary Ann Lippitt Memorial Fund (2007) Lewis P. and Edna D. Lipsitt Fund (2013) Arthur B. and Martha B. Lisle Fund (1968) Judith M. & Henry M. Litchman Fund (2012) 52 Rhode Island Foundation Ronald K. and Kati C. Machtley Fund (2007) MacKeen Family Fund (2014) William M. and Louise Barr Mackenzie Fund (1975) ◆ Kathy and Brian MacLean Fund (2014) N. Douglas MacLeod Fund (2009) “I believe it will only be through enlightening our economic system that we will address our core social, economic, and environmental challenges.” Dan Levinson RI Fund “This is a real place with real people. You have to go somewhere else to see all that Providence has to offer. I especially like the entrepreneurial air here,” says Dan Levinson. Born and raised in New York City, Dan is a graduate of Brown University and the Stanford Graduate School of Business. He has been in the private equity business since 1998 when he founded Westport, CT-based Main Street Resources. Initially, the company focused on growing smaller New England companies. In the past five years, it has “morphed” into nonprofit work. “If you’re good and trying to do good, we might be a good fit. It’s all about personal fit, style, and the ability for us to quickly become a game changer. I like to be the funder who really empowers an organization,” Dan explains. Dan’s nonprofit work includes co-founding and chairing the Green Village Initiative, a Fairfield County (CT) organization that, through its urban farm, school gardens, and internship program, “creates social, economic, and environmental change through local action”; chairing the Schumacher Center for a New Economics in Great Barrington, MA; and serving as a venture partner for the James and Jean Schofield Madden Family Fund (2000) Sally Wing Madeira Memorial Fund (1988) Virginia T. Madeira Fund (1982) Elizabeth Ann Magee Memorial Fund (1964) MaGown-Roberts Endowment Fund (1999) Mark P. Malkovich III Memorial Fund (2010) Fairfield County Community Foundation’s Center for Nonprofit Excellence. In Rhode Island, he is on the board of the Social Enterprise Greenhouse. He soon will launch Rhode Island Impact Capital, investing in companies striving both to create financial success and address a social need. “This is fertile ground and there’s consensus here that it’s about economics. Through this local impact fund, we’ll partner with businesses driving innovation,” Dan states, noting that his areas of investment interest include sustainable food and energy, environmentally friendly products and services, health and wellness, and education. He became familiar with the Foundation through our Initiative for Nonprofit Excellence, and tries to link programs and experimentation between it and the Center for Nonprofit Excellence at Fairfield County Community Foundation. “I believe it will only be through enlightening our economic system that we will address our core social, economic, and environmental challenges. The best way to achieve this is through experimenting and modeling nonprofit and socially responsible business projects,” Dan concludes. ◆ Gustaf T. Malmstead Fund (1996) Bhikhaji Maneckji Fund (2013) Michael Marcogliese Scholarship Fund (1989) Ron Margolin and W. Lynn McKinney Scholarship Fund for GLTQ Youth (2011) Ruth and Samuel Markoff Fund (2013) 2014 Annual Report 53 Photo: Stacey Coleman “We’re blessed to be living where we do in Bristol, but Rhode Island has a lot of economic need.” Kathy and Brian MacLean Fund For more than 30 years, Brian and Kathy MacLean have immersed themselves in their local, central Connecticut community. After visiting Rhode Island for many years where they have a second home, The MacLeans want to focus more of their philanthropy toward Rhode Island. married soon after graduation. They recall their early years together, with Brian saying, “For a good dozen years after we graduated from college, we had no extra money. Kids today can’t believe you’re where you are, based on where you came from, but it’s a long arc of a career.” “We want to become more involved here,” Kathy says, with Brian adding, “We’re blessed to be living where we do in Bristol, but Rhode Island has a lot of economic need.” Giving back to the community is important to the MacLeans. Brian has been involved in youth sports, coaching their six children’s various teams, has served on the board and currently is chairman of the board of Hartford HealthCare, and is a member of the board of trustees at Fordham University. Brian and Kathy have been active for more than 20 years with the Hockanum Valley Community Council, their local social service agency, and Kathy volunteered for many years with Girl Scouts and in their children’s public schools. Born and raised in greater New York City, Brian attended Fordham University, graduating in 1975 and joining an older brother in the prosecuting attorney’s office in Columbia, SC. In 1982, he earned a master’s degree in accounting at the University of South Carolina which led to a position with Peat Marwick (now KPMG LLP) in Hartford. Brian joined Travelers in 1988, has held various senior positions with the leading insurance company and, since 2005, has served as president and chief operating officer. A native of Fall River, Kathy met Brian at Fordham where she majored in communications and American studies. The couple Alita C. Marks Endowment Fund (2005) Martland Selby Bell Choir Fund (2002) Mary A. Mason Fund (1971) Stanley H. Mason Fund (1979) Master Gardener Foundation of Rhode Island Endowment Fund (2012) Matouk Family Fund (2013) 54 Rhode Island Foundation As they expand their community involvement and support to Rhode Island, they share, “We want the Foundation to help identify and screen organizations for us as we don’t yet know the community.” The MacLeans are especially interested in nonprofit governance and in parenting/ mentoring programs for young fathers. ◆ Rose Grinnell Matteson Audubon Society of RI Fund (2008) Rose Grinnell Matteson Fund (1966) Rose Grinnell Matteson/Exeter Fund (1990) Duncan H. and Louise Safe Mauran Fund (1986) Maurania/Rainbow Fund (2013) “You [the Foundation] have such an overarching reputation, and you really know what’s going on. You take the mystery out of philanthropy.” Terry A. Meyer Fund A former ski instructor, decent kayaker, and master gardener, Terry Meyer wants to spend her days outside not only for recreation, but also to provide a hands-on approach to her philanthropy. in cartography at UMass Boston. Her studies led her to a GIS (geographic information systems) position with the Town of Brookline, MA, and the Massachusetts chapter of The Nature Conservancy. “Working with Jenny (Pereira, grant programs officer for the environment), I’m looking for projects to fund and to be involved with,” Terry explains. “I was looking for a place to grow old. I did a grid, a sort of mapmaking thing for where I wanted to live, and Providence was a 10 on all scores,” she exclaims of her move to Rhode Island in 2005. Raised in Mamaroneck, NY, Terry earned her undergraduate degree at the University of Denver, majoring in geography. She joined a mining company as a draftsman. “At the time, it was pen and ink. I made their maps and learned about water wars (competing interests for the finite, and often insufficient, water supply) and land holdings,” she says. She returned to New York, took film classes at New York University, and “got some really cool jobs” creating animated openings for sports stories and being an Associated Press photo editor. “But, I knew I wanted to be involved in environmental stuff,” Terry continues. She enrolled in the graduate urban and environmental policy program at Tufts University, while also earning a certificate Work with the Rhode Island Department of Environmental Management followed, during which Terry helped compile a GIS open space data layer to show the boundaries of conserved land in the state. She has done volunteer work for The Rhode Island Blueways Alliance, Audubon Society, and the URI Master Gardener Program. Terry started the “Garden Time” program at the Rhode Island Adult Correctional Institute where volunteers help inmates design, plant, and harvest their gardens. Terry is excited to be doing her hands-on philanthropy with the Foundation. “You have such an overarching reputation, and you really know what’s going on. You take the mystery out of philanthropy.” ◆ Edmund and Janet Mauro Button Hole Scholarship Fund (2004) Marian S. McAuslan & Frederic T. McAuslan Endowment Fund (2006) John and Elaine Mayer Fund for the Rhode Island Zoological Society (2009) Charles E. and Agnes J. McCarthy Memorial Scholarship Fund (2008) Cheryl Smith Mayhew Westerly High School Athletic Scholarship (2005) Arthur McCartney Fund (1965) Maxwell Mays Audubon Society Fund (2010) McConnell Family Fund (2010) Ted McConnon Scholarship Fund (1999) 2014 Annual Report 55 Norman E. and Dorothy R. McCulloch Fund (1994) Norman E. McCulloch, Jr. and Dorothy Rooke McCulloch Fund for St. John’s Church (2008) Mary E. McCulloch Fund (1989) Gloria McDonald Fund (1996) Gloria McDonald Fund for St. Mary’s Church (2003) Liz and Jack McDonald Fund (2010) J. Irving McDowell Fund (1995) Joseph T. and Rose P. McHale Fund (1988) Thomas P. and Katherine A. McHale Fund (1990) Anna Louise McInerney Fund (1982) Reverend Harry W. McIntire/ Washington Oaks Youth Fund (2004) H. Stanford McLeod Fund (1993) McQue Fund (2005) Bishop Russell J. McVinney Fund for the Poor (1988) ◆ Larry Mills Scholarship Fund (2014) Jean Smith Mills Memorial Fund (2006) Arthur and Martha Milot Fund (1990) Mitchell Family Fund (1985) ◆ Dorothy Carol Mitchell Charitable Fund (2014) Robert D. and Mary G. Mitchell Fund (2009) MJSA Education Foundation Scholarship Fund (1989) Nasra and Abdullah Mogayzel and Sons Fund (2007) J. Harold Monroe, Jr. Scholarship Fund (1993) Heidi Keller Moon Fund (2001) Moore Fund (1998) (2) Nora Wood Moore Memorial Scholarship Fund (2004) Alice L. Moran Fund (1956) Mary Morello Fund (2006) ◆ Brian Moretti Scholarship Fund (2014) Jeanne Marie Mehmed Fund (2013) Russell Morin Fine Catering Fund (2012) Gladys and Raymond W. Mellor Fund (1983) Al Morro Classical Varsity Club Scholarship Fund (1965) Gladys W. and Raymond W. Mellor Fund (1987) Al Morro Fund for Academic and Athletic Excellence (1986) Joseph B. Merrick Fund (1987) Al Morro Awards Fund (1997) Della Fusco Merrill Memorial Fund (2013) Judy Morse Scholarship Fund (1990) Merrylegs Fund (1988) Lestor F. Morse and Beatrice R. Morse Memorial Fund (2008) Alice Butts Metcalf Fund (1945) Louisa D. Sharpe Metcalf Fund (1959) Rev. Phyllis Morse Memorial Fund (1992) Jesse H. Metcalf Fund (1916) Stanley T. and Grace W. Moskwa Fund (1999) Michael P. Metcalf Memorial Fund (1989) Mount Hope Farm Endowment Fund (2007) Jeremy David Metnick Fund (1998) Mullaney Fund (1997) Gary Metz Fellowship for Photography Fund (2014) Mullen Family Fund (2001) ◆ Terry A. Meyer Fund (2014) Friends of the Middletown Public Library Endowment Fund (2003) Dr. Eric Bradley Miller Fund (2009) John Manchester Miller Fund (1998) 56 Rhode Island Foundation ◆ Murphy Family Fund (2014) John and Grace Murphy Fund for Youth (2009) Major Jeremiah P. Murphy Scholarship Fund (2006) Catherine T. Murray Scholarship Fund (1994) “Scouting was his love and his passion. He promoted Scouts and the value of Scouts.” Larry Mills Scholarship Fund “Larry used to say, ‘What kind of legacy am I going to leave? If I had all the money in the world, I’d be a philanthropist,’” recalls Sue Mills of her late husband. “He left a tremendous legacy – the friendships and the work ethic,” Sue continues, and now, Larry’s name will forever be connected to philanthropy. The Larry Mills Scholarship Fund will award annual scholarships to members of Boy Scout Troop 1 Arnold Mills in Cumberland. “Larry was in Scouts forever and was in the same troop that we’re doing the scholarships for,” Sue says of her husband of 30 years. Born in El Paso, TX, Larry lived most of his life in Cumberland, where he attended middle school and graduated from Cumberland High School in 1974. He continued his education at the University of New Hampshire, earning a degree in business administration. 20 years, he was a member of the Construction Specifications Institute and served for two years as the Rhode Island president. Throughout his career, he remained active in Boy Scouts. An Eagle Scout himself, Larry was an assistant scoutmaster when his son, Matthew, was a member of Troop 1 Arnold Mills, then stayed on after Matthew became an Eagle Scout. “Scouting was his love and his passion. He promoted Scouts and the value of Scouts,” Sue shares, noting, “He was known for his cooking, and he looked forward to going to Camp Yawgoog every summer.” Camping also was a family activity for Larry, Sue, and their three children, Chelsey, Matthew, and Angelia, as were skiing and boating. His career began at Westinghouse, continued at Synergy Methods, and culminated at Beacon Sales where he was an architectural product technical manager. For more than “The relationships Larry built over the years were amazing. So many people wanted to do something to pay tribute to Larry,” Sue marvels, noting the roles Al Freedman, a CPA who was Larry’s best man, and Bill Smith, scoutmaster of Troop 1 Arnold Mills, played in getting this fund established at the Foundation. ◆ J. Terrence Murray Fund (2006) Colin Myers Memorial Fund (2004) Museum of Primitive Art and Culture Includes: Museum of Primitive Art and Culture Fund (1998); Museum of Primitive Art and Culture/Wallace Campbell III Endowment Fund (2005); and Museum of Primitive Art and Culture Education Fund (2011) Emma L. Myrick Memorial Fund (1938) John C. Myrick Fund (1997) Nadler Family Fund (2013) Narragansett Public Library Endowment Fund (1996) Musica Dolce Endowment Fund (2006) 2014 Annual Report 57 “I feel blessed to be financially able to help others. It’s my desire to pay it forward that brought me to the Foundation.” Dorothy Carol Mitchell Charitable Fund Dorothy Mitchell remembers her father as a brilliant man, a gifted music composer who played many instruments, an animal lover, and an experienced sailor, but it was his charitable nature that stands out most in her mind. rooms of both Rhode Island Hospital and Miriam Hospital, for Al-Anon in Barrington, and at a Bristol soup kitchen during the Thanksgiving and Christmas holiday seasons. “I’ve always wanted to help people,” Dorothy explains. “He was a philanthropist and gave to many charities. I admired that about him very much,” Dorothy says of her father, Leeds Mitchell, Jr., who died in 1998. “I’m a lot like my dad. He used to call us ‘two peas in a pod’. I inherited his love of music and his musical abilities,” she continues. Dorothy earned a degree in music from the Hartt School of the University of Hartford, with a major in piano and a minor in pipe organ. She teaches private piano lessons and has been a church organist for 42 years, currently at Calvary Baptist Church in Provience. Through this fund, Dorothy intends to honor her father’s memory and to support local organizations that are important to them. “I grew up with the concept of charity. My mom and dad used to compose musical shows for a group called Off the Ground, and the money would be donated to charity,” Dorothy shares, noting that her mother was “a very beautiful and kind-hearted woman and very intelligent.” From her mother, Dorothy got her commitment to volunteerism. She volunteered for 10 years with Home & Hospice Care of Rhode Island, as well as in the recovery Narrow River Preservation Association Includes: Narrow River Preservation Association/John Elder Dick Endowment Fund (2004); Narrow River Preservation Association/Carl W. Otto Endowment Fund (2007); and Narrow River Preservation Association/Robert Leeson, Jr. Endowment Fund (2009) National Society of the Colonial Dames of America of Rhode Island (NSCDARI) 58 Rhode Island Foundation “My father left a legacy and I, in turn, want to do the same. My father will forever live in our hearts and we will always admire him. For the three of us (Dorothy and her two siblings), he is someone we will always try to emulate. I feel blessed to be financially able to help others. It’s my desire to pay it forward that brought me to the Foundation,” Dorothy concludes. ◆ Includes: Governor Stephen Hopkins House Capital Expenditure Fund (2000); Governor Stephen Hopkins House Endowment Fund (2000); NSCDARI Endowment Fund (2000); NSCDARI Reinvestment Fund (2000); Whitehall Museum House Capital Expenditure Fund (2000); and Whitehall Museum House Endowment Fund (2000) Dorothy D. Nelle Fund (1994) “To establish a fund, at the Foundation, where annually we can pay tribute to Brian’s legacy and also pay it forward to a student like him is great.” Brian Moretti Scholarship Fund “Brian had hundreds of friends, really close friends. In a professional way, he got people on his team and, in a personal way, he was everyone’s best friend,” Michael Moretti says of his late brother, a 2005 graduate and hockey standout at Cranston High School West who died in March 2014 from a cardiomyopathy at age 26. Brian earned his undergraduate degree in sports entertainment/event management from Johnson & Wales University, where he played varsity hockey and worked in the athletics department. He later earned a master’s degree in sports administration at Canisius College, Buffalo, NY. There, he was a member of the external affairs staff in athletics. “He had a passion for college athletics and a drive to make things happen. His professional path was closely linked to his personal passions,” Michael shares, noting that his brother mentored and coached in youth camps and programs. In the fall of 2013, Brian joined St. Bonaventure (NY) University as assistant sports information director, and he had recently been promoted to marketing director of athletics. Jane S. Nelson Fund (1994) “Almost immediately (after Brian’s death) people were talking about having a hockey tournament and starting a scholarship fund. There were a lot of people who wanted to memorialize him and pay tribute to his life,” Michael relates. The result was not only the Brian Moretti Hockey Classic in Cranston, but fundraisers at Canisius and St. Bonaventure, as well as a local golf tournament. “To establish a fund, at the Foundation, where annually we can pay tribute to Brian’s legacy and also pay it forward to a student like him is great,” Michael states. The Brian Moretti Scholarship will be awarded to graduating seniors at Cranston High School West who are in good academic standing, demonstrate consistent involvement in sports, perform community service, and are upstanding citizens and role models in the school community. In the program for the Hockey Classic, Michael wrote in part, “We play for Brian to thank him for this gift (of inspiring others), to celebrate his life and honor his legacy. We play for Brian, because Brian would be the first to play for us.” ◆ Bernard and Doris Nemtzow Fund (2007) Newman Congregational Church John F. and Dorothy H. Conley Family Scholarship Fund (2014) Bernard and Doris Nemtzow Fund (2013) Frederick J. & Ruth P. Newman Fund (2005) Jeraline N. Nerney Fund (2001) Selma and Arthur Newman Fund (2000) New England Wireless and Steam Museum Fund (2000) Newport County Fund (2002) Includes: Anonymous Fund; Anne and Peter Damon Fund for Newport County (2005); John and Holly Collins Fund for Newport County (2008); TGHS ’82 Renee Tetreault Newell 9/11 Scholarship Fund (2001) 2014 Annual Report 59 Ellen S. Murphy Memorial Fund (2008); NSG Education Fund in Memory of Ellen S. Murphy (2008); and Dominick J. Lepore Memorial Fund II (2009) Newport Harbor Corporation Fund (1983) Newport Public Library Endowment Fund (2004) Albert E. and Florence W. Newton Fund (1973) Alice Newton Fund (1984) Irene Nicholas Fund (2007) William Nicholas Scholarship Fund (1999) Emily Nicholson Fund (1997) ◆ Emily Nicholson Designated Fund (2014) Gordon D. Noonan Memorial Scholarship Fund (2014) Norman Bird Sanctuary Support Fund (2010) North Kingstown Free Library Includes: North Kingstown Free Library Corporation Fund (1996) and North Kingstown Free Library Corporation Second Century Fund (2008) North Providence High School Scholarship Fund (2010) North Providence High School Scholarship for Special Opportunity (2006) North Smithfield Ambulance and Rescue Association Fund (2003) North Smithfield – Class of 1971 Memorial Scholarship Fund (2004) Christine A. Nowak Fund for the Blackstone Valley Historical Society (2012) Bob and Terry Nugent Family Foundation (1992) Robert C. Nyman Fund (1997) Virginia W. Nyman Fund (2005) Oak Lawn Community Baptist Church Living Memorial Fund (1987) Joan M. and John J. O’Connor Jr. Fund (2013) Marian G. O’Donnell Fund (1977) Oliver Fund (2008) Daniel Patrick O’Neil Memorial Fund (2007) Nick O’Neill Scholarship Fund for All Children’s Theater (2004) Open Doors of Rhode Island, Inc., Charitable Fund (1979) Ophelia Fund (2004) Walter M. Oppenheim Fund (1998) Emma and Ely Oppenheimer Fund (1997) Mary and Pat O’Regan Fund (1992) Charlotte Orlowski-Eicher Memorial Fund (2005) Bernard and Henrietta O’Rourke Scholarship Fund (2008) Richard and Sandra Oster Charitable Fund (2009) Naomi and Viola Osterman Fund (1998) Joseph O’Neill Ott Fund (1994) Emily H. Paine Fund (1977) ◆ Jewel R. Paley Fund (2014) Julius and Jesse Richmond Palmer Fund (1968) Mary V. Palmer Memorial Fund (1970) Nellie G. Parent Fund (1966) John Raymond Parker, Jr. Memorial Scholarship Fund (1995) Phebe Parker Fund (1959) R. Elizabeth Parker Fund (2006) Madeline V. Parks Fund (1961) Parris Family Fund (2001) Partnership Foundation Fund (2001) Billy L. and June O. Patton Fund (1986) Patton Family Fund (1983) Bessie D. Paul Fund (1981) Pawtucket East High School Class of ‘42 Scholarship Fund (1987) Pawtucket East High School Class of ‘48 Scholarship Fund (1993) Pawtucket Public Library Includes: Friends of the Pawtucket Public Library Endowment Fund (2011) and Friends of the Pawtucket Public Library Flexible Endowment Fund (2011) Pawtucket Red Sox Charitable Fund (2014) 60 Rhode Island Foundation “The Foundation provides a very efficient way to handle your philanthropic giving.” Murphy Family Fund “The Foundation provides a very efficient way to handle your philanthropic giving,” believes Raymond F. Murphy, Jr., CPA, a principal with BlumShapiro, who established this donor advised fund. “It puts everything in one place, so it is easy to keep track of what you are doing. And, the earnings of the fund grow free of taxation. That is a huge benefit, as is the donation of appreciated securities when a fund is created.” A CPA for more than 50 years, Ray was born and raised in Woonsocket. He graduated from the College of the Holy Cross with a degree in English. A stint in the Coast Guard followed, after which he entered Boston College Law School. When his father became ill, Ray took over the family accounting business, Murphy & Company. “That became my career. It just happened,” Ray explains. He completed law school and took a course in accounting at Boston College. “I really got my education in law school. It shows you how to discriminate, and the study of law made me a much better accountant.” 2013, the firm merged with BlumShapiro, the largest independent accounting firm in New England. Ray is active in the community, currently serving as chair of the Board of Overseers of the Rhode Island Philharmonic Orchestra and Music School. He was an overseer at Boston College Law School, served as chair of the Business Development Company of Rhode Island for 20 years, and has served on the Board of Directors of the Providence Housing Authority, Providence Chamber of Commerce, and Roger Williams Medical Center. His wife, Pamelee, has had a long career as a lawyer in many areas of public interest law. A graduate of Grinnell College in Iowa and The Dickinson School of Law in Pennsylvania, Pamelee has been recognized as an advocate for the arts. Ray has four children and six grandchildren; Pamelee has two children. “The gifts we make support institutions we both care deeply about,” explains Pamelee. Their broad interests will benefit the community for years to come. ◆ Ray led Murphy & Company until 1991 when he joined Sullivan & Company. In Pawtuxet Valley Preservation and Historical Society Fund (2010) Carol Pellegrino Scholarship Fund (1999) Annie T. Perrin Fund (1956) Donald I. Perry Fund (1996) Art Pelosi Fund (1993) Thomas and Katherine B. Perry Fund (2011) Charlotte I. Penn Fund (1993) Petroleum Trust Fund (1964) ◆ The Esther S. Phillips Fund (1987) Pennfield School Endowment Fund (2014) Rick Phipps Memorial Fund (2004) George W. and Sarah L. Penny Fund (1978) 2014 Annual Report 61 This new fund will benefit the five Rhode Island organizations she named: United Way of Southeastern New England (now United Way of Rhode Island), Rhode Island Philharmonic Orchestra, Providence Public Library, Boys & Girls Clubs of Providence, and Rhode Island Community Food Bank Association. Emily Nicholson Designated Fund Well-known for her love of music and the theatre, Emily Nicholson also exemplified a true philanthropist. Six years before her death, she established an unrestricted fund at the Foundation and later made arrangements through her estate plan both to supplement the unrestricted fund and to create a new fund at the Foundation. Emily died in 2003, and her charitable plans were realized through her trust at the end of 2013. This new fund will benefit the five Rhode Island organizations she named: United Way of Southeastern New England (now United Way of Rhode Island), Rhode Island Philharmonic Orchestra, Providence Public Library, Boys & Girls Clubs of Providence, and Rhode Island Community Food Bank Association. Born and raised in Providence, Emily was a graduate of Lincoln School and Smith College, the latter where she was a theatre arts major. It was while she was at Smith that she met her future husband, William Sayles Nicholson. Also a Providence native, he was an engineering student at Yale preparing to enter the family business, Nicholson File. William worked for Nicholson File for 10 years, leaving when manufacturing ceased in the Providence plant. He spent the next 15 years partnering with a friend rebuilding pipe organs in Portsmouth through the Welte-Whelan Organ Company, then finished his career “building beautiful things, mostly furniture and wood products,” Emily told the Foundation in a 2000 interview. William died in 1993. Emily was on the faculty of Wheeler School as a theater teacher for 17 years, served on the boards of the Rhode Island Philharmonic, Looking Glass Theatre, and Ocean State Lyric Opera, and was a member of the music department and choir at Central Congregational Church. The couple also raised four children: William Sayles (Nick) Jr., Julia (Jill), Peter, and Nathaniel (Jake). In the 2000 interview, Emily shared, “We’ve always been from Providence, on both sides of our family.” The Nicholsons maintained the family’s roots until the mid 1970s when they moved to Bristol, having previously summered there as well as Bear Island, Maine. ◆ Nicholas Everett & Ann O. Picchione Fund (1995) William ‘Billy’ Pityer Memorial Scholarship Fund (1999) Pickard Family Fund (2007) Albert R. Plant Fund (1958) Vernon and Mary Pierce Fund (2013) Pocassetlands Stewardship Fund (2007) Wells M. Pile and Marguerite Ofria Pile Fund (2005) Ponaganset Education Foundation Fund (2007) Maria E. Pinheiro Memorial Scholarship Fund (2004) Barbara J. Pond Fund (2007) 62 Rhode Island Foundation Franklin H. Pond Family Fund (2007) “My mother felt very strongly that she wanted to give back to Rhode Island because it was very good to her.” Jewel R. Paley Fund The late Jewel Paley’s love of Rhode Island and her belief in the value of a good education are the reason she established this fund, which forever will support education for Rhode Island youth. “My mother felt very strongly that she wanted to give back to Rhode Island because it was very good to her. My father had been successful in his business in Rhode Island, and she appreciated that,” explains Sandy Lichtenstein. “My parents felt education was very important. And they both realized not everyone has the means to get a good education,” Sandy continues, noting that each of Jewel’s seven grandchildren graduated from college, with most also earning graduate degrees. Born in Toronto in 1918 and raised in Montreal, Jewel graduated from Cornell University at age 20 with a degree in liberal arts. In 1942 she married Lawrence Paley, a Harvard MBA graduate who was serving in the Army Air Corps. During the war, Jewel lived in Florida with her parents and volunteered with the Red Cross. After the war, Jewel and Larry lived in New Jersey for several years, before moving to Providence in the early 1950’s, when Larry had the opportunity to purchase Eddy & Fisher, a wholesale liquor distribution company. The Paleys had three daughters, Sandy, Joan (Abramson), and the late Linda (Franklin). “My mother was always active in the Providence community, volunteered for the PTA, and was very involved in our lives,” Sandy recalls. Jewel and Larry moved to Florida after Larry’s retirement. He died there in 1991, and Jewel moved back to Rhode Island in 2007. “She was socially and physically active her whole life. She took courses, read the New York Times every day, played bridge with friends, went to the symphony and theatre, and played tennis and golf into her 80s,” Sandy says. “She always considered Rhode Island home. She thought Rhode Island was a wonderful place to live and to raise a family. She felt very fortunate that she and my father had a good life there,” Sandy states of her mother who died in March 2014, three weeks shy of her 96th birthday. ◆ Franklin H. Pond Fund (2006) Charles A. Potter Fund (1975) (2) Lawrence Poole, Jr. Scholarship Fund (2004) Earlene and Albert Potter Scholarship Fund (2001) Pope John XXIII Chair in Ecumenical Theology Fund (1988) Frances L. Macartney Porter Fund (2011) Stevenson Brown Porter Fund (2011) Potter Family Fund (2004) Mary LeMoine Potter Fund (1940) Roger E. Potter Fund for The Rhode Island Historical Society (1995) Roger E. Potter Fund (1995) 2014 Annual Report 63 Thomas A. Potter Fund (2004) Lori A. Poulin Memorial Fund (2004) Lombard John Pozzi Historical Preservation Fund (2013) Charles T. Pratt Fund (1938) Preservation Society of Pawtucket Fund (2013) ◆ Preserve Rhode Island Endowment Fund (2014) Preston Family Fund (2002) Providence Center Includes: Providence Center/Charles E. Maynard Fund for the Future (2001) and Providence Center School/Charles E. Maynard Fund for the Future (2004) Providence Central Lions Fund (1993) Providence Council of Parents and Teachers Scholarship Fund (1926) Providence Country Day School Includes: Providence Country Day School/ Chafee Leadership Forum Endowment (2002); Providence Country Day School/ Evan R. West Professional Development Fund (2002); Providence Country Day School General Endowment Fund (2002); Providence Country Day School/ Heather MacLeod Middle School Scholarship (2002); Providence Country Day School/Murray Family Scholarship Fund (2002); Providence Country Day School/ St. Dunstan’s Learning Center Fund (2002); Providence Country Day School/ George E. Wilson, Jr. ’43 Memorial Scholarship Fund (2002); Providence Country Day School/Gerald Beckley Woodruff Faculty Enrichment Fund (2002); Providence Country Day School/Nancy M. Hanley Award Fund (2003); Providence Country Day School/William H. Mather Flag Fund (2003); Providence Country Day School/Trustees’ Endowment for the Annual Fund (2009); Providence Country Day School/ Wrestling Coaches Appreciation Fund (2009); Providence Country Day School/Susan M. Haberlandt Fund for Faculty Enrichment (2012); Providence Country Day School/ Raymond H. and Alice E. Chace Fund (2013); and Providence Country Day School /Evan R. West Scholarship Fund (2013) Providence High School Scholarship Fund (1922) Providence Jewelers Club Foundation (1986) 64 Rhode Island Foundation Providence Journal Charitable Legacy Fund (2012) Providence Journal Holiday Fund (2014) Providence Journal Summertime Fund (2013) Providence Plantations Club Memorial (1970) Providence Plantations Club Memorial Fund (1970) Providence Preservation Society Fund (2005) Providence Singers Wachner Fund for New Music (2006) Providence Technical High School Athletic Field Scholarship (1940) Mary C. and Joseph E. Pucci Fund (1999) Helen Walker Raleigh Animal Fund (2006) Helen Walker Raleigh Tree Care Trust Fund (1995) Helen Walker Raleigh Vision Fund (2006) Helen Walker Raleigh Youth Fund (2006) James C. Raleigh Memorial Fund (2006) Raleigh-Providence Tree Care Trust Fund (1998) Rallis Conover Fund (2005) Elueterio, Anna, and Mary Raponi Memorial Fund (2009) Frank J. Raponi Memorial Fund (2013) Ralph and Letty Raponi Fund (2010) Raven Fund (1999) RDW Group, Inc. Minority Scholarship Fund for Communications (2000) Edith Reall Memorial Scholarship Fund (1992) John H. Reardon, Jr. Fund (2012) John J. Redding Fund (2003) Redgate Camp Davis Fund (1995) Lindsay T. Reed Fund for the East Side/ Mt. Hope YMCA (2009) Alice M. Remington Scholarship Fund (1984) Barbara Reynolds Memorial Scholarship Fund (2001) Madeline Reynolds Memorial Fund (1969) “We need to mature and, by working with the Foundation, we can tap into all the resources the Foundation has to offer.” The Pennfield School Endowment Fund On the Pennfield School’s website, Head of School Rob Kelley offers an “executive summary” of the pre-school through eighth grade independent school: “Pennfield is a school where teachers know their students well, where it’s OK to be a child and play, where academic expectations (and student performance) are high, where values like respect, honesty, and compassion matter - and are infused in all that we do – and where children and adults smile.” Founded in 1971 as the New School, Pennfield was renamed in 1993 to honor Isabelle Penny, a former assistant head of school and English teacher. Pennfield moved to its current location in Portsmouth in 2004 and currently has an enrollment of 180 students and average class size of 16 students. “The school is small enough that everybody knows everybody. Teachers know their students really well, and we have the ability to have conversations and make connections with our kids,” Rob relates. While the majority of students live on Aquidneck Island, others travel from other parts of Rhode Island, many are Rhode Island Advertising Club Fund (1979) Rhode Island Arts Fund (1985) Rhode Island Association of Former Legislators Scholarship Fund (1996) Rhode Island Association for Justice Endowment Fund (2011) Rhode Island Charities Trust (1991) part of military families, and several are international students. “It brings great diversity to our school,” Rob explains, noting that families, especially military families, are most likely to learn about Pennfield through word of mouth. “If our kids really like school and the parents are involved, that’s the best marketing. Our parents really love this place.” He continues, “My philosophy is that kids need to enjoy coming to school and if they’re happy and have motivated teachers, it all works. Our teachers are smart, passionate, and able to connect with the kids. It’s all about the tone. I value that very much.” Rob and the Pennfield board of trustees are looking to take the school to a new level. “We’ve had little pockets of money, but it wasn’t being managed. We need to mature and, by working with the Foundation, we can tap into all the resources the Foundation has to offer. For our community, there’s a brand with the Rhode Island Foundation that says stability and that good things are going to happen,” Rob states. ◆ Rhode Island Commission on Women/ Freda H. Goldman Education Awards Fund (1997) Rhode Island Council for the Humanities Includes: Barry A. Marks Fund for the Rhode Island Council for the Humanities (1984); Rhode Island Council for the Humanities Endowment Fund (2005); and Rhode Island Council for the Humanities/ Tom Roberts Humanities Ingenuity Prize Fund (2005) 2014 Annual Report 65 “We pride ourselves on being good stewards of our buildings and in assisting others in their preservation work.” Preserve Rhode Island Endowment Fund “We want to keep our special, unique historic structures and our special places that form the character of our communities and contribute so much to the quality of life in Rhode Island,” states Valerie Talmage, executive director of Preserve Rhode Island (PRI). The nonprofit has focused on this mission since it was founded in 1956 as the only statewide organization working on all facets of preservation. In a state rich in history and architecture, PRI backs up local preservation efforts in every city and town. PRI is perhaps best known for its advocacy for policies that protect Rhode Island’s historic places including the successful initiative to bring back State Preservation Grants that fund capital repair of historic buildings open to the public as part of the 2014 creative and cultural economy bond. PRI also is advocating for State Historic Tax credits. Gardens & Arboretum in Bristol (operated by Blithewold, Inc.) and Hannah Robinson Rock in South Kingstown (managed by the Rhode Island Department of Environmental Management). “We pride ourselves on being good stewards of our buildings and in assisting others in their preservation work. We work to find new uses for old buildings so they can continue to be part of the fabric of the community,” Valerie says. PRI’s programs also include its annual Rhody Awards for Historic Preservation, convening the Historic Site Coalition of Rhode Island, and encouraging families to visit historic places through the Rhody Ramble. “We’re very place based,” Valerie explains. “There’s a physical reminder that tells a story, and preserving those physical reminders is important.” PRI is itself an owner of historic properties, the Governor Henry Lippitt House Museum in Providence, the Jeremiah Dexter House also in Providence which serves as PRI’s headquarters, the Philip Walker House in East Providence, Blithewold Mansion Following a search process of endowment managers, PRI transferred a majority portion of its endowment to the Foundation. “This looked like it would be a real win-win. You provide competitive returns, so we’ll benefit not only from good returns, but also from your expertise in the Rhode Island philanthropic community,” Valerie shares. ◆ Rhode Island 4-H Club Foundation Memorial Fund (2013) Rhode Island Meals on Wheels Memorial Fund (1981) Rhode Island Foundation Employee Fund (1993) Rhode Island Medical Society Medical Purpose Fund (1966) Rhode Island Innovation Fellowship Fund (2011) ◆ Rhode Rhode Island Legal Services Endowment Fund (2006) 66 Rhode Island Foundation Island National Guard Living Memorial Care and Maintenance Fund (2014) Rhode Island Rose Award Fund (1985) The Shelter now provides a greater number of nonprofits with grants that generally range from $1,000 to $5,000. Fund of the Providence Shelter for Colored Children For more than 100 years, the Providence Shelter for Colored Children provided a safe haven for Black children. “The Shelter has an interesting history.” says Mary Santos Lima who has served on the nonprofit’s board for more than three decades. “In the late 1800s it was the only facility, state or otherwise, that served as a shelter for Black children.” “Throughout its history as a home for children, the Shelter was a place where parents who were working at ‘the big houses’ on Prospect and College Hill could board their children; the children’s parents were expected to be there 24/7, but kids weren’t welcome,” continues Connie Worthington, who has served with Mary and is now the Shelter board’s vice president. Mary Barrett remembers her grandmother, Elizabeth Davies Eyre, helping the Shelter in the 1920s. “She was a Quaker (a group of Quaker women founded the Shelter in 1838) and was interested in helping people. The children were treated to an annual hay ride at my grandparents’ farm, and my grandmother would take her grandchildren along. They were a lot of fun,” Mary recalls. Rhode Island Scholarship Assistance Fund (2007) Rhode Island School for the Deaf/John Spellman Scholarship Fund (1989) Rhode Island Society of Certified Public Accountants Philanthropy Fund (2012) Rhode Island Supreme Court Historical Society Fund (1998) Mary later served on the Shelter board, as had her mother, and as her son, John, does currently. Changes in child welfare laws meant fewer children were living at the Shelter by the 1940s and, in 1951, the Shelter closed its doors. Its building on Olive Street – it earlier was located on North Main Street, followed by Wickenden Street – was sold and the proceeds established a grantmaking foundation. Early beneficiaries included the Urban League, John Hope Settlement House, Lippitt Hill Tutorial, and Mount Hope Day Care Center. Linda Cline, the Shelter board’s president, notes, “There are so many organizations that need financial assistance in order to thrive, in order to be viable.” The Shelter now provides a greater number of nonprofits with grants that generally range from $1,000 to $5,000. In partnering with the Foundation, Linda says, “We’ve often thought about what this organization would look like in perpetuity. Our legacy always will be to help children of color.” ◆ Rhode Island Tree Council Fund (2001) Rhode Island Veterinary Medical Association (RIVMA) Companion Animal Fund (2007) RIBA/Dagata Scholarship Fund (1997) RIGHA Foundation Fund (2010) Ricci Family Fund (2011) 2014 Annual Report 67 Eileen Julie and Brittany Jaye Richardson Memorial Fund (2005) Rogers High School Class of 1961 Scholarship Fund (2011) Edythe K. & Jane E. Richmond Memorial Cancer Fund (1998) Rose and Aaron Roitman Fund (1982) John M. Richmond Fund (1953) Richard J. and Barbara L. Richmond Fund (1996) Richard J. and Barbara L. Richmond Designated Fund (1996) Richard J. Richmond Fund (2003) Aaron Roitman Fund for Chamber Music (1982) Rosenberg and Kohorn Fund (2001) Rougas-Quinn Family Fund (2006) Edward J. and Virginia M. Routhier Fund (2002) Frances Waterhouse Richmond Fund (2012) Edward J. and Virginia M. Routhier Nursing Faculty Endowment Fund (2003) Ray Rickman Fund for African Doctors (2007) Edward J. and Virginia M. Routhier Nursing Scholarship Fund (2003) Martha Rieg Fund (2012) Cheryl A. Ruggiero Scholarship Fund (2004) Marcia and Robert Riesman Fund (1997) Ruggiero/Reinhardt Family Fund (2009) Harry Vandall Rigner Memorial Fund (1979) Ruhl Family Fund (2004) Henry and Jan Rines Fund (1998) Dr. Joseph L.C. and Mary P. Ruisi Fund (1999) RISE Conservation Fund (1997) Jeanne Risica Fund for Art Education (2011) Ernest and Mary A. Ritchie Memorial Fund (1995) Paula M. Rivard Memorial Fund (2005) Riverwood Endowment Fund (2005) Gwennie Anne Robbins Memorial Fund (1994) Tom Russell Scholarship Fund (1989) Rose M. Russo Fund (2007) Rykat Fund (2013) George M. and Barbara H. Sage Fund (2007) Saul B. Saila Fellowship Fund (2007) Saint Cabrini Fund (2004) Dr. Robert F. Roberti Fund (1992) S. Stephen’s Church Music Fund (1999) Colonel Lee Walton and Xenia Roberts Memorial Fund (2013) Friends of Sakonnet Lighthouse Fund (1985) Robin Hill Fund (2013) ◆ Marissa Salabert Memorial Scholarship Fund (2014) Elizabeth Robinson Fund (1959) Norton E. Salk Scholarship Fund (2008) Selma Pilavin Robinson Endowment Fund (1992) Salten Weingrod Family Fund (2007) Familia Rodriguez Fund (2002) Andrew & Frances Salvadore Scholarship Fund (1989) Roger Williams Baptist Church Endowment Fund (2012) Michael A. Salvadore and A. Doris Salvadore Scholarship Fund (2013) Roger Williams Chair in Thomistic Philosophy Fund (1988) Samaritans Fund (2006) Roger Williams Park Zoo Endowment Fund (1986) Friends of Rogers Free Library Includes: Friends of Rogers Free Library Children’s Endowment Fund (1987) and Friends of Rogers Free Library Endowment Fund (2009) 68 Rhode Island Foundation San Miguel School Includes: Brother Lawrence Goyette, FSC Scholarship Fund (2011) and San Miguel School Endowment Fund (2010) Juanita Sanchez Community Fund (1992) Bridget Sanetti Memorial Scholarship Fund (2003) “By working with the Foundation, we know that even after we’re gone, there will be funds to take care of the memorial.” Rhode Island National Guard Living Memorial Care and Maintenance Fund Along the tree-lined Memorial Boulevard of the Rhode Island Veterans Memorial Cemetery in Exeter stands the only memorial to the National Guard of Rhode Island. The focal point of the memorial is a six and a half foot tall bronze Minuteman atop a five foot granite base. It is surrounded by three granite walls, six granite benches, and 2,600 engraved paver bricks. From CMS (ret) Paul Vona “whose vision became the final layout for the memorial” to stone mason Jack Afonzo “who did everything to help us”, and from Capt (ret) Dave Gray “our marketing and graphics guru” to CSM (ret) Tom Rezendes who provided material and labor for the site, Bill and Bob agree, “People came out of the woodwork to help us.” The living memorial, which pays tribute to the 380 year history of dedicated citizen soldiers, is a gift to Rhode Island from the Rhode Island National Guard (RING) Retirees Association. A nonprofit organization, the Retirees Association was formed in 1996 from Rhode Island Army and Air National Guard retirees and today has more than 650 members. At the September 2012 dedication ceremony, Bob told ceremony attendees, “It’s been my privilege to be part of this committee and organization which has built this living memorial to our brethren…The memorial is a testament to our military lives; that can-do attitude that is so indicative of the R.I. National Guard.” “It came to our attention that we didn’t have anything in the state to recognize the Guard,” says CSM (ret) Bill O’Mara, president of the RING Retirees Association, with LTC (ret) Bob Urquhart, vice president, adding, “With the Guard, it’s always been our motto to get it done and we did, and we worked with some great people on this living memorial.” Sapinsley Family Foundation (1970) Nancy Sarah Fund for Women (2006) Francis B. Sargent MD Fund (1995) Jacqueline Gage Sarles Memorial Fund (1968) Clare Sartori and Art Stein Fund (2012) The $250,000 cost of the memorial was funded, in part, by the sale of engraved bricks, a sale that continues today to supplement this care and maintenance Fund. “By working with the Foundation, we know that even after we’re gone, there will be funds to take care of the memorial. Preserving this tribute to the Guard is important to us,” Bill acknowledges. ◆ Deputy Assistant Chief Anthony V. Sauro Award Endowment Fund (1991) Savage and Luther Family Fund (1998) George and Naomi Sawyer Memorial Fund (1991) Monica P. and William T. Sawyer Fund (2014) 2014 Annual Report 69 “There were so many things she would do that would surprise you.” Marissa Salabert Memorial Scholarship Fund “We want to do something meaningful in her memory. I feel good…we’re celebrating her life,” says Maria Salabert of this scholarship fund established in memory of her daughter, Marissa, who died in 2007 at age 19. A 2005 graduate of Pilgrim High School where she was an honors student, Marissa earned the school’s most spirited award her senior year. She was a member of Pilgrim’s All-American high school cheerleading team, having cheered since her days at Aldrich Junior High where she was on the school’s first cheerleading squad. “She was very excitable, very bubbly, and a very happy person. She always had a lot of friends and was a good friend to a lot of people. The principal (at Pilgrim) would depend on her at pep rallies to get the crowd going. And she never had any qualms about being in front of a microphone,” Maria recalls of her outgoing daughter. semester, she transferred to the University of Rhode Island to pursue a degree in elementary education. She was a sophomore there at the time of her death. “There were so many things she would do that would surprise you. She was an organ donor and I remember when she went with me one time to renew my driver’s license, she said to me, ‘Don’t you want to be an organ donor, too?’” Maria relates, noting that hundreds of people were beneficiaries of Marissa’s skin alone. Following Marissa’s death, her friends helped raise funds to honor her. “Administrators at Pilgrim High School told them we could work with the Foundation to set up a fund. And I’ve always known the Foundation has done a lot of work in terms of scholarships and in supporting the community,” Maria states. A summer camp counselor at the Kent County YMCA, Marissa enrolled at the University of New England in Biddeford, ME, following high school. After just one Marissa’s name will live on through this scholarship fund, designated for Pilgrim High School and awarded annually to a senior who plans to study elementary education and/or who exhibits school spirit. ◆ Dr. Edmund A. Sayer Fund (1987) ◆ Cantor Minna Schachter Fund (2008) Willard and Marjorie Scheibe Designated Fund (2009) Willard and Marjorie Scheibe Nursing Scholarship Fund (2010) Schmieding Orlando Patient-Focused Nursing Fund (2005) 70 Rhode Island Foundation Schneider Memorial Scholarship Fund (2014) Ron Schoepfer Memorial Fund (2010) Fannie M. Schrack Fund (1928) ◆ Marilyn Swan Miller Schultz Fund (2014) Mary and Michael Schwartz Fund (1999) “I want to keep the fund perpetual. It is a godsend to have the Foundation do what it does. The fund was established for Jewish education because my father was a very strong believer in it.” Cantor Schneider Memorial Scholarship Fund “He was a spiritual leader in the spiritual community,” Dr. Irving Schneider says of his father, the late Cantor Morris Schneider who served as cantor at Congregation Adas Israel in Fall River for more than 50 years. Born in Lithuania, Cantor Schneider left his homeland at 19 due to the urging of his mother as she foresaw that the Jewish future was bleak in Lithuania. He immigrated to Mexico before coming to the United States. Training with rabbis, he received his first position as a cantor in Northampton, MA, before beginning his long tenure in Fall River. “He was a very well-respected and loved individual. In Fall River, where he spent most of his life, I don’t think anybody disliked him. He had a very strong desire for Jewish education, so to honor him when he passed away in 1990 at age 86, we established, through the synagogue, the Cantor Schneider Memorial Scholarship Fund,” Dr. Schneider states. But as the congregation grew older, then dwindled in number, the remaining members sold the building. “It was sad,” Dr. Schneider says, recalling that he and his wife were married at Congregation Adas Israel and their children were bar and bat mitzvahed there. The sale also made administration of the fund more of a challenge. “If the Fall River congregation dissolves completely, who’s going to manage the money,” Dr. Schneider recalls thinking before arranging to transfer the fund to the Foundation. “I want to keep the fund perpetual. It is a godsend to have the Foundation do what it does. The fund was established for Jewish education because my father was a very strong believer in it. My sister, brother, and I want to do this…to remember our dad and keep his name alive,” Dr. Schneider says. As it has since it was established 25 years ago, the Cantor Schneider Memorial Scholarship Fund will benefit students, usually those in middle school, at Providence Hebrew Day School. Noting that Fall River does not have a similar school, Dr. Schneider notes, “Many of the children who attend Providence Hebrew Day School have real need and that’s a primary criterion for the scholarship.” ◆ Scituate Scholarship Fund (2012) Otto and Gertrude K. Seidner Fund (1987) Roger G. Scott Memorial Fund (1996) Anthony J. Serio Scholarship Fund (2010) R. Gordon and Patricia C. Scott Fund (2008) Lance Corporal Matthew K. Serio Football Scholarship Fund (2005) MaryAnn Scott Charitable Fund (2013) Gertrude P. Scruggs Memorial Fund (1999) Serve Rhode Island Fund for the Volunteer Center of RI (2005) Seaberg-Sleicher Memorial Fund (2007) Neil and Jean Severance Family Fund (2007) Benjamin Seabury Fund (1954) 2014 Annual Report 71 Dr. Sarkis M. and Mrs. Mary A. Shaghalian Fund (2011) Eve Widgoff Shapiro Fund (2003) Ellen D. Sharpe Fund (1954) Dorothy Hackney Smith Fund (1980) Ellen and Harry Smith Fund (2010) Eric and Peggy Smith Family Fund (2001) George E. Smith Fund (1964) Mary Elizabeth Sharpe Providence Neighborhood Planting Program Fund (1988) Jack & Patricia Smith Fund (2002) Mary Elizabeth Sharpe Street Tree Endowment – Brown University Fund (1989) Nathaniel W. and Mabel C. Smith Fund (2007) Peggy and Henry Sharpe Fund for the United Way (1998) William H. Sheehan Memorial Fund (1999) Amelia Daggett Sheffield Fund (2011) Phebe McAlpine Shepard Fund in Memory of John Shepard II, Edward B. and Phebe W. McAlpine (1986) Edwin F. Sherman Fund (1972) Alfred Sherrard Fund (2006) Shippee Family Fund (2006) Leonard J. Sholes Fund (2008) Shramek Fund (2005) Ilon Sillman/Sara Andrews Endowment Fund (1997) Silver Family Fund (2001) Silver-Haspel Family Fund (2012) Milton J. Silverman Endowment Fund (1993) Simchi-Levi Charitable Fund (2007) Aline J. Simoens Memorial Fund (1994) Peter H. Simoens Memorial Fund (1994) Godfrey B. Simonds Memorial Fund (1926) Walter Simpson Fund (1966) ◆ Sinclair Family Fund (2014) Elizabeth Hope Singsen and Edward L. Singsen Fund (1982) Theodore R. Sizer Fund for Education Reform (1998) Abby M.B. Slade Memorial Fund (1960) John W. Smith Fund (1981) Friends of Smithfield Rotary Scholarship Fund (2004) Smith’s Castle Fund (1998) Dianne B. Snyder Memorial Fund (2002) Socio-Economic Development Center for Southeast Asians Endowment Fund (2001) Soloveitzik/Rhode Island for Community and Justice Fund (1992) Harold B. Soloveitzik/American Association of University Women Fund (1992) Harold B. Soloveitzik Fund (1986) Lewis D. Sorrentino Fund (2004) Lily and Catello Sorrentino Memorial Scholarship Fund (1978) Edith B. Soule Fund (1999) South County Ambulance and Rescue Corps Fund (2002) South County Garden Club of Rhode Island Includes: South County Garden Club of RI/Margaret Dunbar Fund (2004) and South County Garden Club of RI/Susan B. Wilson Fund (2010) South County Habitat for Humanity Endowment Fund (2012) South County Museum Includes: South County Museum Endowment Fund (1996) and South County Museum Rhode Island Red Endowment Fund (2004) South Kingstown Education Foundation Fund (2003) Soutter Family Fund (2013) Florence M. Smart Fund (1976) Virginia and Thomas Soutter Fund for Dorcas Place (2010) Eugenia Smetisko Fund (2002) Spark Grants Fund (2013) Charles Morris and Ruth H. T. Smith Fund (2001) Sparrow Fund (2014) 72 Rhode Island Foundation “I always considered Marilyn to be the teacher every child should have. She was a remarkable teacher and a very creative person.” Marilyn Swan Miller Schultz Fund “I always considered Marilyn to be the teacher every child should have. She was a remarkable teacher and a very creative person,” John Schultz says of his late wife. Born in Cambridge, MA, Marilyn graduated from Jackson College, then the women’s division of Tufts University, in 1953 with a degree in English literature. She and John had met in college – he then attended Tufts – and they married the day after Marilyn’s graduation. She worked for a year at the Widener Library at Harvard University before the young couple moved to Rhode Island. Here, she enrolled in a training program at Providence Public Library to become a children’s librarian. Instead, in 1956 she was hired on an emergency teaching certificate by the Town of Johnston, beginning what would be a 33-year teaching career. She taught third, fourth, and fifth grades at the former, tworoom Simmonsville School and first grade at Sarah Dyer Barnes School in Johnston before accepting a job at the Henry Barnard School, on the campus of Rhode Island College, where she taught first grade until her retirement. Spartina Fund (2007) James L. Spears Charitable Fund (2005) Madeline Standish Fund (2010) “She had vivid colors all over the room to keep the kids interested. And she had a barber chair in the front of her classroom. I don’t know where she got it or how she got it into the classroom, but she sat in it like a queen and when students did something especially good, she let them sit in it,” John recalls. And Marilyn continued her own learning. Told by a professor, “You can never know too much about teaching,” Marilyn earned not only her certification, but also a master of education at Rhode Island College and a Ph.D. at the University of Connecticut. “She never wavered in her commitment to grade one. It was her contention that it was the most important grade because it could make or break one’s study habits further down the road,” John explains proudly of his wife who died in January 2014. Her survivors also include a son, Eric. This fund at the Foundation will benefit Rhode Island College graduating seniors planning a career in elementary education. ◆ Station Nightclub Fire Children’s Scholarship Fund (2004) Henry A. Stearns Fund (1977) Staples Family Fund (1986) Cameron Duke Stebbins Memorial Fund (2001) Dennis E. Stark and Robert F. Amarantes Fund (2000) Linda A. Steere and Edward R. DiLuglio Fund (2013) Starkweather & Shepley Charitable Fund (2010) 2014 Annual Report 73 “The Foundation gives me a way to support something I believe in and provides a guarantee of oversight by caring individuals.” Sinclair Family Fund The Sinclair family has a long history of community involvement and philanthropy. “You just help a little piece of the world and do the best you can,” Rosalyn Sinclair explains. The “little piece of the world” she has selected to help through this designated fund is Foster Forward and its work in mentoring post secondary achievements of foster youth. “I read about young people who age out of foster care and are left completely on their own. Knowing how much it takes to find the way to further education or to find a job, I knew I had to do something to help,” she says. “I came to the Foundation because of Foster Forward. The Foundation gives me a way to support something I believe in and provides a guarantee of oversight by caring individuals,” Roz says. A Moses Brown graduate, Dody attended Williams College and the U. S. Naval Academy. He served two tours in the Navy, first during World War II and later during the Korean War and went on to take control of the Outlet Company, which had been founded by his maternal grandfather, Joseph Samuels and Joseph’s brother, Leon. His grandfather’s philanthropy included funding the construction of and providing an endowment in perpetuity for what is today the Samuels Sinclair Dental Center at Rhode Island Hospital. Dody and Rosalyn, both widowed, blended their families and enjoyed 33 wonderful years together. She considers their good fortune and happiness to have been augmented by their ability to give back to their community. ◆ Her late husband, Joseph “Dody” Sinclair, also was civic-minded. “He was very philanthropic and happy to give,” Roz shares. Shirley Steere, Battey-Campbell Memorial, and Book Endowment Fund (2013) Steinberg-Shao Family Fund (2008) Frank M. Stewart Fund (2012) William Laverne Stillman and Elizabeth C. Stillman (Class of ‘33) Scholarship Fund (2008) ◆ Doris Gademan Stephens Mariposa Scholarship Fund (2014) Robert N. and Corinne P. Stoecker Fund (1984) Ronald G. Stevens and Patricia E. Moore Fund (2013) Stone Bridge Volunteer Fire Department Scholarship Fund (1991) 74 Rhode Island Foundation “The sense of community, fellowship, and a deep connection to the land where the food came from took Doris back to her childhood when she was raised on a farm.” Doris Gademan Stephens Mariposa Scholarship Fund Paula Sager, co-founder of the Mariposa Center, recalls the first time the late Doris Gademan Stephens visited the early childhood facility in Providence. “Doris arrived as the children were helping prepare snack and then everyone – children and adults – sat down to eat together. The sense of community, fellowship, and a deep connection to the land where the food came from took Doris back to her childhood when she was raised on a farm. Before she left that day, Doris said, ‘I want to be part of this.’” Mariposa, established in 2007 to provide early childhood education to some of Rhode Island’s most underserved children from challenged Providence neighborhoods, offers a program centered on play, socialemotional growth, and an appreciation for and access to nature. From her first visit to Mariposa in 2008 to her death in 2014, Doris was an active member of the organization’s board of directors. “Doris loved sitting on the floor and talking with the kids,” recalls Mariposa Executive Director Zoe McGrath, with Paula adding, “And she was very supportive of the teachers.” Following Doris’s death, her family, Mariposa, and her good friend Karolye Cunha all were looking for ways to honor her. Doris’ son, Erich, says, “We were talking about what we might do in her memory. When we went through her papers, we found a note on the back of an envelope.” Doris’s note read, “Please start a scholarship fund. The support I received in my education was very important to me. I would not have been able to be a nurse if it wasn’t for the support I received.” As the family pursued the idea of a scholarship fund and began talking with the Foundation, they learned of others’ efforts to honor Doris and soon joined forces. “Education was something that was important to her. It all fell together pretty well,” Erich says. This scholarship fund honors an inspiring Mariposa board member and helps educate young, underprivileged children, while also forever fulfilling the “instructions” Doris wrote on the back of an envelope. ◆ Henry A. Street Fund (1956) Alice Sullivan Memorial Fund (2004) Sylvia Street Fund in Memory of Ruth Ely (1981) Daniel and Kathleen Sullivan Fund (2012) John O. Strom, MD Memorial Fund (2008) William J. and Judith D. Struck Fund (2005) Sturges Fund for Grace Church (2008) Sullivan Family Fund (1996) Thomas F. Sullivan Memorial Fund (2007) Bruce and Marjorie Sundlun Scholarship Fund (1990) Howard G. Sutton Endowment for Crossroads Rhode Island (2011) 2014 Annual Report 75 Helen E. Swanson Fund (2003) Miss Swinburne Fund (2002) Anne and Michael Szostak Fund (2009) Richard W. Szumita Memorial Scholarship Fund (2001) Hope and Roland Talbot Fund (1979) Helen E. Talcott Fund (1930) David D. Tarnapol Scholarship Fund (2006) Martin L. and Charlotte H. Tarpy Fund (2000) John & Yvette Harpootian Fund for Trinity Rep. (2005); Tilles Family Endowment Fund (2005); Stephen Hamblett Memorial Fund (2006); Claiborne and Nuala Pell Fund for Arts Education (2009); Richard Cumming Endowment Fund for Musical Programming (2012); Victoria Irene Ball Fund for Theater Education (2013); Margo Skinner Memorial Fellowship Fund (2013); and Robert Clayton Black Memorial Fellowship Fund (2014) Raymond H. Trott Scholarship Fund (1980) Troy Fund (1979) Melissa and Peter Tassinari Fund (2003) Barbara M. Tufts Memorial Fund (2002) C. George Taylor Fund (1999) Frances S. and Stuart K. Tuttle Fund (1998) Michael E. Tellier Scholarship Fund (2004) UBS Rhode Island Fund (2004) Temple Habonim Endowment Fund (2013) United Builders Supply Company, Inc. Fund (1980) Test Fund (2013) Rupert C. Thompson Fund (1987) (2) Hope L. Thornton Fund (2001) United Italian American Inc. Scholarship Fund (2008) Albert Harris Tillinghast Fund (1949) United Way of Rhode Island Includes: United Way of Rhode Island Endowment Fund (1990); United Way/ Boss Family Fund for Learning Opportunities (1995); and United Way of Rhode Island Fund (1995) Tishman Golden Family Fund (2003) United Welfare Committee Fund (1982) Tiverton Land Trust Fund (2000) Universal Homes, Inc. Fund (1978) Clinton and Mary Tompkinson Memorial Fund (2010) Urban League of Rhode Island Includes: B. Jae Clanton Scholarship Fund of the Urban League of Rhode Island (1990); Andrew Bell Scholarship Fund (2004); and Urban League of Rhode Island Scholarship Fund (2004) Thorp Family Scholarship Fund (2006) James E. Tiernan Memorial Fund (2005) Peter and Sunny Toulmin Fund (1986) Geraldine Tower Education Fund (2002) Christopher Townsend-Child and Family Services of Newport County Fund (2007) Anne Utter Fund for the Performing Arts (2006) Christopher Townsend-Newport Public Library Fund (2007) Jessie G. Valleau Fund (1967) Agnes Meade Tramonti Memorial Scholarship Fund (1998) Valley Resources Fund in honor of Charles Goss, Eleanor McMahon, & Melvin Alperin (1993) Trinity Repertory Company Includes: Ed Hall Memorial Fund (1991); Peter Kaplan Memorial Fund for Trinity Rep (1997); Buff & Johnnie Chace Endowment Fund (2001); Doris Duke Endowment Fund (2001); Trinity Repertory Company General Endowment Fund (2001); Richard Kavanaugh Memorial Fund (2001); Elaine Rakatansky Memorial Fund (2004); Oskar Eustis Endowment Fund for New Play Development (2005); 76 Rhode Island Foundation Willard Boulette Van Houten and Margaret Lippiatt Van Houten Fund (1991) Louis J. Van Orden Fund (1990) Margaret Hanley Van Orden Fund (2007) Margaret Hanley Van Orden Scholarship Fund (2007) Dr. Stanley Van Wagner Memorial Scholarship Fund (1987) “The Foundation is a pretty remarkable place because of the knowledge and connections it offers to Rhode Island nonprofit institutions and to the visionaries who support them.” Dominique Velociter Founder’s Endowment Fund “We build globally aware citizens who are fluent in two languages and many cultures,” states Jean-Yves Carpanèse, head of the French-American School of Rhode Island (FASRI), the organization that established this endowment to honor its founder, Dominique Velociter. Founded in 1994, FASRI currently serves 200 students in preschool through eighth grade. Of its founder and former head of school, Jennifer Tomasik, chair of the board of trustees, says, “I think of Dominique as someone who had this vision and made it happen. She always did whatever it took to grow and develop this school. FASRI has families, staff, and students who come from every continent, so there’s a richness of community and cultural exchange on a daily basis.” FASRI is one of almost 500 schools – 46 in North America – that are part of a global network of French bilingual schools outside of France. Of the network, Jean-Yves says, “France promoted it and has a duty to cultivate the language and culture. The magic of the network is that we share our mission and our expertise.” Like many schools in the network, FASRI offers programs for older students who are not already fluent in another language. “It’s never too late to learn a second language, or even a third,” says Jean-Yves. “This endowment represents a major milestone for our school and a commitment to the people who advance our mission: our teachers,” Jennifer states, adding, “This fund, designated for faculty professional development, will ensure that our instructors from around the globe have access to innovation in the world of education.” In announcing the endowment, FASRI noted, “FASRI’s history stands as a remarkable testimony to the determination and vision of Madame Velociter. Thanks to her, children in Rhode Island benefit from an innovative, culturally diverse and rigorous dual-language program.” Jennifer shares that from the onset the FASRI board of trustees saw the Rhode Island Foundation as the perfect partner in philanthropy. “The Foundation is a pretty remarkable place because of the knowledge and connections it offers to Rhode Island nonprofit institutions and to the visionaries who support them,” she concludes. ◆ Richard Vangermeersch Fund (2013) William A. Viall Fund (1939) Doctor Domenic A. Vavala Charitable Fund (2006) Vinny Animal Welfare Fund (2009) ◆ Dominique Velociter Founder’s Endowment Fund (2014) Venard Fund (1988) Alice Viola Fund (1998) Vogel, Califano, Dimase, Iannuccilli Fund (2001) Nondas Hurst Voll Fund (2006) ◆ Veterans Memorial Auditorium Endowment Fund (2014) 2014 Annual Report 77 “The Vets is a piece of a very complex puzzle. If we’re all working together, the arts can bring business to the state. It’s really exciting.” Veterans Memorial Auditorium Endowment Fund Veterans Memorial Auditorium (The Vets), an ornately-designed 1,933-seat concert hall, provides premier performance space to such recognized local arts organizations as the Rhode Island Philharmonic Orchestra and Festival Ballet Providence. At the same time, it strives to be the venue for lesser-known organizations and performers. Paul Brooks, president of The Vets Foundation, recalls the 2014 Shakespeare in the City event at which scenes from Hamlet were performed by students from 23 schools, opening with students from Meeting Street School and closing with students from the Rhode Island School for the Deaf. “It was just electric, but they never could have afforded all the costs,” Brooks explains. Enter The Vets Foundation which, since 2012, has provided $50,000 in financial support for programs that otherwise would not be able to access the Auditorium. “We’re into promoting performances in Providence. When people want to use the hall, we underwrite costs for the performances,” Brooks explains, noting that fixed costs include such things as stagehands, security, fire patrol, and custodial services. Volunteer Services for Animals Includes: Volunteer Services for Animals Humane Education Fund (2007) and Volunteer Services for Animals-WarwickHumane Education Fund (2008) Another goal of The Vets Foundation is to expand and diversify its audience base. Brooks indicates they focus on attracting a younger audience and that he is hoping to use The Vets to develop the Latino audience. He shares that in the past two years, The Vets Foundation has helped to introduce 22,000 people to an arts related event. Looking at the bigger picture, Brooks states, “The Vets is a piece of a very complex puzzle. If we’re all working together, the arts can bring business to the state. It’s really exciting.” He is equally excited about helping to ensure The Vets Foundation’s future. “This fund is the first step to building an endowment. I lobbied to put the endowment at the Foundation to help raise the visibility of The Vets, and I know we’re placing the money in a good place with a reliable reputation. It’s just smart to put money aside, to have a cushion for the organization. We’re planting a bunch of seeds where seeds had not been planted before,” Brooks concludes. ◆ Ralph C. and Joyce L. Vossler Fund (2013) ◆ W.H.S. Alumni Scholarship Fund (2014) Wadleigh Family Fund (2005) Frederick & Rosamond vonSteinwehr Fund (1998) Waite-Menson Fund (2007) Evelyn Pierce Vories Fund (1983) John and Mary Wall Fund for Grace Church (1990) Irene Vose Fund (2006) 78 Rhode Island Foundation Mattie A. Walcott Fund (1999) W.H.S. Alumni Scholarship Fund “Traditionally, graduating classes of Westerly High School celebrating their 50th anniversary give a gift to the school. Past gifts have been benches, flag poles, trees, or other things of that nature. The Class of 1964 wanted to do something different,” says Charles Taylor, president of the W.H.S. Alumni Scholarship Fund and member of the Westerly High School Class of 1964. “We wanted to do something for the school that would benefit students for years to come.” In 2009, the reunion organization committee of the Class of 1964 began to solicit classmates for money to provide scholarships to students of the school, thus creating the W.H.S. Alumni Scholarship Fund, an incorporated 501(c)(3) nonprofit tax-exempt organization. “It’s important to us that all W.H.S. alumni classes join this scholarship fund as well. Even though the Class of 1964 founded it, we want other alumni classes to feel as though it’s something they can be a part of too,” adds Ray Capalbo, corporate secretary of the W.H.S. Alumni Scholarship Fund. “For example, the Class of 1963 made a significant contribution to the Alumni Scholarship Fund as did the Class of 1939. Our vision is that in 10 years the endowment will be worth $250,000 to $300,000, we just need one benefactor that will get on board with us.” “We chose the Rhode Island Foundation to manage the endowment so the fund’s purpose will continue to live on in perpetuity, even after the original committee members are gone,” relates Charles. Over the next five years, the W.H.S. Alumni Scholarship Fund amassed more than $64,000 and opened the W.H.S. Alumni Scholarship Fund at the Rhode Island Foundation. “Dubbed ‘Scholarships for the Trades’, it gives preference to those who want to study the trades, but it certainly does not exclude anyone who wants to attend college or university,” says Charles. “Had this fund been around when Ray and I were in school, we would have benefited greatly from it. I know there are kids out there who would definitely take advantage of this scholarship opportunity because there will always be a need for those skilled in the trades,” concludes Charles. ◆ John and Mary Wall Fund for Rhode Island Hospital (2010) Lily Walsh Fund (2001) John and Mary Wall Fund for the Rhode Island Historical Society (2010) John and Mary Wall Fund for the United Way (1985) Kevin B. Walsh Memorial Scholarship Fund (2005) M. Martha Walsh Fund (1997) Alice Ward Fund (1991) Alice Ward Fund (1993) Julia P. Ward Fund (1966) Marjorie A. Ward Fund (2005) 2014 Annual Report 79 Harriet P. and Isabella M. Wardwell Fund (1942) (2) Maureen A. and Christopher D. White Memorial Fund (2001) Simon W. Wardwell Fund (1978) Wilbur Fund (1984) Lucy M. Warren Fund (1947) Mary E. Wilcox Fund (2007) Robert W. Warren Fund (1989) Virginia A. Wilcox Fund (1990) Warwick Public Library Endowment Fund (1999) Wildlife Conservation Fund (1966) Margaret H. Williamson Fund (2013) Washington County Veterans Council Endowment Fund (2013) Winthrop B. Wilson Family Fund (2010) Water Works 4 Women Fund (2002) Leonarda S. Winiarski Fund (2005) Martha W. Watt Fund (1973) Gertrude L. Wolf “Class of 1902” Fund (1987) Webb Moscovitch Family Fund (2005) Genevieve C. Weeks Fund (2002) Genevieve C. Weeks Fund for the United Way (2002) Hans C. and Anna Weimar Fund (1995) Dawn, Gregg, and Leland Weingeroff Animal Fund (2005) Jeremy S. and Edith B. Weinstein Family Fund (2013) Robert and Vicki Weisman Family Fund (2012) Howard S. and Elaine S. Weiss Fund (1991) Herbert J. Wells Fund (1970) Harold B. Werner Scholarship Fund (2009) Ruth and W. Irving Wolf, Jr. Family Fund (2005) Women Ending Hunger Fund (2006) Women’s Fund of Rhode Island (2000) Helen Wood Memorial Fund for Langworthy Public Library (2009) Wood Memorial Scholarship Fund (2010) Mrs. Kenneth F. Wood Fund (1935) Woodcock Charitable Fund (2000) Michael J. Woods Fund (2009) Mabel M. Woodward Fund (1946) Mabel M. Woodward Fund (1963) Harold B. Werner Fund (2008) Marilynne Graboys Wool Scholarship Fund (2000) Westerly Cancer Fund (2006) Work Urquhart Charitable Fund (2012) Westerly Education Endowment Fund (2001) John J. and Eleanor Q. Wrenn Memorial Fund (2001) Westerly Hospital Auxiliary Fund (1992) Kit Wright Fund for Jamestown (1979) Westerly Lions Club Scholarship Fund (2005) Ora E. Wry Fund (2007) ◆ Westerly Senior Citizens Center Endowment Fund (2014) Westminster Senior Center Fund (1994) Westminster Unitarian Church Fund (1998) Wexler Family Fund in Memory of Edmund, William, Rose, & Benjamin Wexler (1980) Miriam Weyker Thanatological Fund (1989) Erskine N. White, Jr. and Eileen L. White Fund (1995) 80 Rhode Island Foundation Alan Edgar Wurdeman Scholarship Fund (2014) Harrison Yaghjian Fund (2000) Harry Yaghjian Trust Fund (1997) Dr. James J. Yashar Charitable Family Fund (2007) Judge Marjorie Yashar Charitable Fund (2008) James A. Young Fund (1974) Jason Ellis Young Memorial Fund (2008) “There’s a very good attitude here. They’re open to new ideas, and many of the activities are free.” Westerly Senior Citizens Center Endowment Fund “Socialization is so important,” Don Reynolds, executive director of the Westerly Senior Citizens Center, says of the services his organization provides. Speaking of an 86-year-old member, he shares, “She comes every day. She doesn’t get out otherwise, and it’s a good way for her to see other people. Those are the people we’re most proud of helping.” And while at the senior center, she and the 200 to 300 others who attend on an average day enjoy a wealth of activities, from billiards to knitting, from yoga to book discussions, and from bingo to bowling, to name a few. The Center also provides meals, transportation, social services, and health programs. A welcoming environment is communicated through the Center’s website: “(It’s) a wonderful place to make new friends, enjoy a delicious hot meal, learn a new skill, take a day trip, volunteer, and/or partake of the wide variety of activities.” Gerry Trottier joined the Center in 2002 and now is a member of the board of directors. “I took a class in German and then I got involved in all kinds of things. There’s a very good attitude here. They’re open to new ideas, and many of the activities are free,” he says. Gerry leads one of the Center’s weekly bridge groups and notes, “Bridge is something that keeps the mind sharp.” Members are residents of Westerly, Charlestown, Richmond, and Hopkinton, as well as Pawcatuck, CT, and must be 50 or older, with the oldest member currently 101. The Center is supported by fundraising, the Town of Westerly, a state grant, and membership fees of $25 per year; it also receives federal funds for the meal site. In operation since 1983, the Center has been building its endowment since 2009 when a member’s family made a gift which the board of directors chose to use to establish its endowment. The board elected to transfer the endowment to the Foundation to obtain better long term investment returns. “The endowment supplements our budget from year to year. It’s a way to look to the future for a source of income,” Don states. ◆ Mary A. Young Fund (1990) Laura Mason Zeisler Fund (1997) Mary A. Young Cancer Fund (2005) Dorothy Davis Zimmering and the Zimmering Family Memorial Fund (1989) Sergeant Cornel Young Jr. Scholarship Fund (2000) YWCA of Northern Rhode Island Endowment Fund (1990) YWCA Rhode Island Gini Duarte Memorial Scholarship Fund (2012) Coleman B. Zimmerman Memorial Fund (1993) Zitella Gallo Fund (2003) Kimberly and John Zwetchkenbaum Family Fund (2007) 2014 Annual Report 81 Supporting Organizations Downcity Partnership Inc. (2000) June Rockwell Levy Foundation (2011) Haffenreffer Family Fund (1987) Rhode Island Charities Trust (1991) Change happens one person at a time. Thank You! You have things you believe in, causes that matter. You want to make a difference. And working with the Rhode Island Foundation, you can. 1916 SO C IE TY ME MB E RS Commemorating the year of the Foundation’s founding, the 1916 Society honors more than 400 individuals who have informed us of their plans to leave a legacy through a bequest or other future gift at the Foundation. Howard P. and Nancy Fisher Chudacoff If you are not a member, but have arranged to establish or add to an existing endowment in the future, we hope you will let us know. Gib and Diane Conover Anonymous (61) Michael & Roberta Hazen Aaronson Noreen Ackerman William & Amabel Allen William R. & Marlies H. Allen Patty & Melvin Alperin Berndt W. Anderson Judith L. Anderson & Marcia Blair Peri Ann Aptaker & Robert A. Lieberman Jason E. Archambault Stephen P. Archambault* Barbara & Doug Ashby Hugh D. Auchincloss, III James & Karin Aukerman George and Petrina Babcock Marilyn Baker Robert L.G. & Ruth L. Batchelor Mr. & Mrs. Victor J. Baxt Milton C. & Julia Bickford F. Steele Blackall, III Susan Marsh Blackburn Raymond & Brenda Bolster, II David E. and Kara K. Borah Robert E. & Ann M. Borah Karen S. Borger Ruud and Laurie Bosman Sandra C. Bristol-Irvine Jane Ann Brown Jeffrey A. Brown & Barbara Horovitz Brown James Buttrick Steve J. Caminis Paul C. & Patricia B. Carlson Richard F. Carolan Annette R. Carpenter Robert A. and Mary Ann Greer Chase Edith G. Chisholm Paul and Elizabeth Choquette The Honorable David N. Cicilline Marcia Clayton & William A. Maloney John W. and Lillian Clegg Sidney Clifford, Jr. Reverend and Mrs. Thomas Conboy, Jr. Robert B. & Ann F. Conner Sheila Cooley, Esq. and Mark J. Fagan, MD Timothy Corr Michael & Kelly Cummings Anthony & Christine D’Acchioli Christine E. Dahlin Joanne M. Daly Peter S. and Anne Damon Sophie F. Danforth John C. Davis Helen Deines* Anthony & Grace Del Vecchio Charles Denby II, M.D. John G. & Elizabeth A. De Primo James DeRentis David and Elaine DeSousa Yanny & Dianna DiFebbo Giampiero & Leslie P. DiManna Stan Dimock Dorothy F. Donnelly, Ph.D. David G. Doran, Jr. Kenneth J. Dorney Maura Dowling David A. Duffy Neil G. Dunay and R. Darrell McIntire* Wayne K. & Bernice C. Durfee John L. Dyer Marilyn G. Eanet Violet Eklof Catherine English Donald and Maia Farish Lynne E. Fazzi Stephen Feinstein Sanford M. & Beverly A. Fern Heather and Ronald Florence Diane Fogarty* Robert H. Forrest James A. and Beverly A. Forte Becky and Charlie Francis* Mary Frappier Mr. & Mrs. Peter B. Freeman 2014 Annual Report 83 Fredric C. Friedman, Ed.D. Simone P. Joyaux & Tom Ahern Thomas E. Furey Stephanie Tower Keating Jane Fusco Lester B. & Linda D. Keats Thomas and Leslie Gardner William and Dione Kenyon Susan Garlington* Susan Coggeshall King Peter and Judy Garreffi Harold J. Kushner, Ph.D. Vera I. Gierke The Honorable James R. Langevin Arlene Golden Gilbert Sally Lapides Richard J. Gladney Mr. & Mrs. Scott B. Laurans Dennis Glass & Tanya Trinkaus Glass Patricia Lawlor, Ph.D. Richard M.C. Glenn III and Mary Goodyear Glenn Margaret Nussbaum Lederer & Bertram M. Lederer Carol Golden & Stuart Einhorn Margaret Goddard Leeson Lillian Golden Dorothy Leonard Eleanor J. Goldstein Stephen V. and Bettina H. Letcher Susan F. Gonsalves Constance Lima Donna Marie Goodrich Sylvia Long Geoffrey Gordon Carolyn G. Longolucco Gary and Charleen Gosselin* Dr. Deirdre V. Lovecky Richard and Ellen Gower James and Diane Lynch George and Lois Graboys Kathy and Brian MacLean* Joya Weld Granbery-Hoyt William and Susan Macy Mary Grinavic William & Mary Ann Makepeace Suzanne Oringel Goldman Grossman Bhikhaji M. Maneckji Louise S. Mauran Groton Barbara Margolis Hope R. Gustafson Alita C. Marks and James L. Spears Kathleen Hagan Deborah J. Marro John E. & Janet S. Hall David McCahan, Jr. David F. Haskell & Karen R. Haskell Gail E. McCann & Stanley Lukasiewicz Donald P. Hayden Norman E. & Dorothy R. McCulloch Karin Hebb Linda McGoldrick Eric and Sarah Hertfelder* Kathleen McKeough Leona Hetu David and Carol Hevey* William Lynn McKinney & Ronald D. Margolin Larry J. Hirsch Cornelia M. McSheehy Elizabeth L. Hollander Debra Meunier Elizabeth Holochwost Gladys Miller Phyllis M. Huston Mr. and Mrs. Arthur C. Milot David C. Isenberg Dorothy Carol Mitchell* Elaine Jacques Heidi Keller Moon C. Peter Jencks Sandra Moyer* Nancy W. Jencks Elizabeth T. Mullaney Mary M. Jennings Ruth K. Mullen Elaine Jewer Arthur Murphy Carl G. and Kathryn A. Johnson Dr. Martin C. Nager and Dr. Denise Shapiro Victoria Johnson Jane S. Nelson V. Rolf Johnson Bernard and Doris Nemtzow* Constance B.E. and Richard B. Jordan Robert C. Nyman Kevin E. Jordan, Ph.D. Judith Oliveira 84 Rhode Island Foundation Ruth Oppenheim Edwin F. and Martha Sherman, Jr. Chad Orlowski and Carol Masson* Cheryl Silva-Feeney Robert & Lidia Oster Marjorie Simmons Anne N. Ott Kathleen A. Simons Joseph W. Pailthorpe Robert and Cynthia Sinclair Elizabeth S. Palter, Ph.D. George & M. Patricia Sisson Thomas G. and Mary E. Parris Eric R. C. and Margaret H. Smith* Billy L. & June O. Patton Mary Ann Sorrentino Ruth and Leonard Perfido Raymond Soucy and Nancy Thompson* W. E. Phillips Lillian Sparfven Wells M. Pile and Marguerite Ofria Pile Dennis E. Stark Angelo R. Pizzi, Jr.* Linda A. Steere and Edward R. DiLuglio Richard & Patricia Plotkin Neil Steinberg and Eugenia Shao Garry and Virginia Plunkett Ronald G. Stevens and Patricia E. Moore Mary Ann Podolak Cynthia Stewart Reed Loretta R. and Lawrence Poole, Sr. Walter R. Stone Mr. and Mrs. Alfred K. Potter, II William J. and Judith D. Struck Robert H. and Rebecca A. Preston Peter A. & Janice W. Sullivan Robert and Melisa Radoccia* James K. Sunshine Donna-Jean Rainville Meredith P. Swan & Kinnaird Howland Anthony J. Raponi Judith Taton Ralph and Letty Raponi Nancy E. Tripp Walter Reed Doris M. Tucker P.E. Gay and Leslie Alan Regenbogen Robert B. and Virginia R. Urquhart* Nicholas E. and Rebecca Reynolds Richard Vangermeersch Russell and Carla Ricci Doctor Domenic A. Vavala Derwent Jean Riding Jeanne S. Wadleigh Marcia S. Riesman Judith P. and Thomas W. Walsh John and Liliana Risica Jeremy S. and Edith B. Weinstein* James R. Risko Howard S. & Elaine S. Weiss Frederick and June Rockefeller Edward W. Whelan Pablo & Diane Rodriguez Rob and Susan Wilson* Alice W. Roe-Grenier* Edith B. Wislocki Herman H. Rose James J. and Lynn Ann Wojtyto Barbara A. Rosen Kenneth & Dorothy Woodcock Geraldine J. Roszkowski Peter & Patricia Young John Rotondo, Jr. Laura Mason Zeisler The Honorable Deborah Ruggiero Professor Stanley Zimmering Josephine Ruggiero and Helmut Reinhardt * New member Janet Marie Ryan* Sanford and Marian Sachs Donna and Michael M. Scalzi III Albert M. & Ilse I. Schaler Barry & Elizabeth Schiller Kenneth and Sheryl Schongold Paul & Barbara Schurman Michael E. and Mary Schwartz Arthur J. Sepe, Jr.* 2014 Annual Report 85 F I NA NCIA LS AND INV E S TM E N T S 2014 Report on the Financials and Investments of the Foundation Generous Rhode Islanders have entrusted their philanthropy to the Rhode Island Foundation, and we take very seriously our responsibility to steward their legacies. The Foundation deploys prudent, long-term financial strategies to ensure that we can maximize our grants to the Rhode Island community each year while also preserving and growing the endowment for the future. Investments Operating expenses Investments are managed by a committee of Foundation directors and community members with expertise in the field. With the support of an investment consultant and the Foundation’s chief financial officer, the committee establishes the investment policy, selects investment managers and monitors their performance. With the support of a finance committee made up of Foundation directors and advisors, we are committed to carefully managing our operating expenses. Our 2014 operating expenses were managed to within approximately one percent of our total assets, which is well within the industry standards for community foundations. Investments follow a broadly diversified asset allocation strategy. Over the past decade, the Foundation has increased the proportion of equity investments and expanded its portfolio to include investments in emerging markets, alternatives, and global fixed income. The Foundation is committed to a “total return” investment goal to ensure that our endowment grows in perpetuity. Any investment return earned over the spending policy is added to principal. Spending policy We set high performance standards for our investment managers and our endowment returns consistently rank in the top third compared to our community foundation peers. In 2014, a year of uneven investment performance across asset classes worldwide, our investments had an average return of 3.9 percent. 86 Rhode Island Foundation Our spending policy determines the amount of dollars available for grants and operations. It is reviewed annually by the Foundation’s board. The spending policy ranges between 5.0 and 6.53 percent, depending upon the fund type, of the trailing sixteen quarter average endowment value. This range allows us to provide a predictable stream of grants while growing the endowment over the long-term. The actual spending in 2014 averaged 5.8 percent. Thanks to the diligent work of our board, committees and staff, we distributed $34.8 million in the community in 2014, a record for the Foundation. SELEC TE D F INAN C IAL I N F O R M AT I ON Years ended December 31, 2014 and 2013. Full financial statements are available upon request. Form 990s are available at www.rifoundation.org. Consolidated Statements of Financial Position Unaudited 2014 2013 ASSETS Cash Investments, at fair value $ 766,469 $ 673,906 753,689,427 736,159,749 Other Assets 16,603,874 16,241,259 Other receivables 26,711,357 25,895,529 Fixed assets, net 4,530,845 4,546,576 Promissory notes receivable 8,476,012 9,270,486 810,777,984 792,787,505 2,386,762 $ 1,145,156 1,590,811 3,167,745 Total Assets LIABILITIES AND NET ASSETS Liabilities: Accounts payable and accrued expenses Grants payable Charitable trusts $ 6,715,157 6,747,580 52,664,909 44,978,555 63,357,639 56,039,036 NET ASSETS 747,420,345 736,748,469 Total Liabilities and Net Assets 810,777,984 792,787,505 Unaudited 2014 2013 39,332,045 $35,636,825 1,835,087 1,896,701 Agency endowment funds Total Liabilities Consolidated Statements of Activities OPERATING REVENUES Spending rate and grant income distributions Royalties and other income Contributions for current use Total Operating Revenues 3,794,781 2,195,263 44,961,913 39,728,789 31,962,858 29,682,681 OPERATING EXPENSES Net grants appropriated General and administrative expenses 7,695,652 7,898,140 Special Initiatives 2,368,508 2,087,934 42,027,018 39,668,755 2,934,895 60,034 19,857,735 37,812,835 (12,970,975) 62,335,032 850,221 5,732,541 ----- (2,017,589 ) 7,736,981 103,862,819 10,671,876 103,922,853 Net Assets, Beginning of Year 736,748,469 632,825,616 Net Assets, End of Year 747,420,345 736,748,469 Total Operating Expenses Increase in Net Assets from Operations NON-OPERATING REVENUES (EXPENSES) Contributions for long-term investment Net (redeemed) reinvested investment returns Change in value of investments held in trust Distribution of supporting organization Total Non-Operating Revenues Increase in Net Assets 2014 Annual Report 87 BOA RD OF D IR E C TO R S Our volunteer board of directors is responsible for setting the Foundation’s policies and awarding grants. Directors are chosen for their community leadership and knowledge and may serve up to two terms of five years each. Frederick K. Butler, Chairman Retired, Vice President Business Ethics and Corporate Secretary, Textron Michael Allio CEO, Allio Associates, LLC Mary W.C. Daly Retired, Managing Director, Royal Bank of Scotland Ned Handy President and Chief Operating Officer, The Washington Trust Company Ann-Marie Harrington President and Founder, Embolden Marie J. Langlois Retired, Managing Director, Washington Trust Investors 88 Rhode Island Foundation Mary F. Lovejoy Vice President and Treasurer, Textron The Honorable Ronald K. Machtley President, Bryant University Cynthia Stewart Reed President & CEO, LTR Holdings, LLC Howard Sutton Executive in Residence, Johnson and Wales University The Honorable Ernest C. Torres Retired, Chief Judge, U.S. District Court, District of Rhode Island Neil D. Steinberg Ex officio member, President & CEO, Rhode Island Foundation STA FF Office of the President Neil D. Steinberg President & CEO Wendi DeClercq Executive Assistant to the President & CEO Development James S. Sanzi, Esq. Vice President of Development Michele Berard Senior Development Officer Carol Golden Senior Philanthropic Advisor Timothy J. Groves, Esq. Development Officer Pamela Tesler Howitt Senior Development Officer Daniel Kertzner Inés Merchán Grant Programs Officer Toby Shepherd Grant Programs Officer Donna Sowden Administrative Assistant Initiative for Nonprofit Excellence Jill Pfitzenmayer, Ph.D. Vice President of the Initiative for Nonprofit Excellence Joanna Read Program Coordinator Finance John Barnett, CPA Vice President of Finance and Chief Financial Officer Raymond J. DeCosta Senior Philanthropic Advisor for Funding Partnerships Senior Staff Accountant Christina Kettell Senior Staff Accountant Administrative Assistant Kelly Riley Administrative Assistant Strategy and Community Investments Jessica David Vice President of Strategy and Community Investments Mary-Kim Arnold Director of Evaluation & Learning Donna Landy Jennifer Reid, CPA Controller Technology & Operations Management Kathleen Malin Vice President of Technology & Operations Management Ricky Bogert Donor Services Administrator Louis Capracotta, III Public Affairs Facilities Manager Chris Barnett Elizabeth Cockrell Senior Public Affairs Officer Special Grants and Reports Administrator Jean E. Cohoon Diane Cournoyer Senior Public Affairs Officer Administrative Assistant Claudia Cornejo Alison Jackson Administrative Assistant Data and Operations Manager Connie Grosch Paula O’Brien Digital Reporter Advised Grants Administrator Jamie E. Hull Bryant Phillips Public Affairs Associate Database Administrator Lauren Paola Diane Rodgers Public Affairs & Special Projects Manager Administrative Assistant Shayne Purdue Ian Ross Grant Programs Joe Santos Events Coordinator Jennifer Pereira Grants Database Coordinator IT Technician Director of Grant Programs Human Resources Crystal Alvarado Frank Cerilli Administrative Assistant Human Resources Manager Adrian C. Bonéy Grant Programs Officer Yvette M. Mendez Grant Programs Officer 2014 Annual Report 89 One Union Station Providence, Rhode Island 02903 www.rifoundation.org (401) 274-4564 Rhode Island Foundation 2014 Annual Report Connections 2 014 AN N UA L R E PO RT Connections