Full Report - Hartford Foundation for Public Giving

2011 ANNUAL REPORT
TO OUR COMMUNITY
Shared Success

seven stories...
Shared success.
At first glance, the five people appear to share
little in common.
Henry Chapman, out of work and out of hope,
lived in homeless shelters.
Diana Davis, fresh from North Carolina,
searched for a good school for her sons.
René Evans, unable to find a summer job,
was a teenager in search of her future.
David Hendricks yearned to be a preacher
but couldn’t read.
Walter Menjivar, a first-generation American,
dreamed of becoming an attorney.
Today, they are all well on their way to achieving their goals,
as the stories on the following pages demonstrate.
g g g g g
e commonality?
ey are timely examples of the many ways the Hartford
Foundation and the organizations it supports can have a
critical, positive, lasting impact on individuals and families
in all walks of life in Greater Hartford.
Of course, those success stories also depend on our many
donors who generously share their resources – modest
amounts or entire estates, designated or unrestricted –
so our support can continue, as it has since 1925.
One such donor – another story – is Stacey DiPiazza,
owner of a successful local business who decided to share
her good fortune, and also use the occasion to teach her
young daughters about philanthropy.
Finally, illustrating that our work is a catalyst to improving
communities as well as individuals, our final story focuses
on iQuilt, an innovative, long-range, arts and culture-based
plan designed to encourage the economic growth of
Hartford.
All seven stories speak to the richness and diversity of the
resources and the ingenuity and commitment of the people
– individually and collectively – in Greater Hartford.
e Hartford Foundation is proud to play a role.
Contents
page 4 Shared success…seven stories
page 18 At a Glance
page 19 Grantmaking
page 29 Donors
page 58 Finance & Administration
page 66 For more information

Dear friends,
Like the people featured in this annual report, I am
energized, hopeful about the future, and grateful for all
the generous people and committed partners who are
helping the Foundation serve this community.
The year 2011 was an especially exciting one for the Foundation. As we
carried out our core work in grantmaking, financial stewardship of this community’s
endowment, working with and supporting our donors, and keeping our constituents
and the public informed, we adopted our strategic plan, Accelerate Success.
Driving this work has been our commitment to improving the educational and career
success of the residents of this region. Ensuring opportunities for individual success,
strong families and a vibrant region are of paramount importance to the Foundation.
What have we been doing on Accelerate Success?
Listening to our constituents. Last fall, we presented our vision and broad goals to
the community, and followed up with lots of conversations – with individuals and
small groups – to get your input. We want this work to be fully informed by and in
partnership with other nonprofit, philanthropic, business, and community leaders.
Learning. We’ve fully embraced this “research and development” role. It has
involved hearing from experts both locally and nationally. We’ve learned a great deal
more about issues we’re very familiar with and those that are relatively new to us.
We are exploring how successful programs working well in other communities might
be developed or tested here in this region.
Building our own capacity. Our staff bring a great deal of knowledge and expertise
to implement our new strategic goals. Additionally, we brought new talent to our
leadership team, created senior-level positions to focus on our key strategic goals
and are enhancing cross-departmental work relationships and knowledge sharing.
We at the Hartford Foundation are so fortunate to be
operating in a community of committed and dedicated
donors, civic officials, community and business leaders,
grantees and volunteers who all share a common goal –
to make this a strong, vibrant community of well-educated, highly engaged,
fully employed residents.
Thank you for all that you do.
Linda J. Kelly
President

There are hundreds of homeless veterans in Connecticut.
Henry Chapman is…correction, was…one of them.
Henry volunteered for the Navy at age 17, in 1970, at the
peak of the Vietnam War. He served aboard the U.S.S.
Independence, an aircraft carrier, in the Mediterranean
Sea, where his assignment was refueling jet fighter planes.
“I thought joining the Navy was a good thing to do,” he
said. “I decided to drop out of school in the 11th grade.
My mom signed the papers.” Enlisting also allowed Henry
to escape family problems.
But life after the Navy has not been easy. Now, at age
58, Henry recounts failed attempts to continue his education,
a successful 15-year career as a restaurant cook on
Long Island and an unsuccessful one as a long-distance
driver, a lifelong battle with mental illness and alcoholism,
and a 13-year marriage that fell apart four years ago after
he lost his job and temper and paid with 43 days in jail for
assault, followed by life in numerous shelters including
South Park Inn in Hartford.
“I’m not proud to say some of the things that have happened
in my life,” said Henry. But he is proud to be sitting
in a small apartment in a renovated building in the
Rockville section of Vernon. The building also contains
apartments for six other previously homeless veterans.
A veteran finds peace
g g g g g
4

The housing is part of Veterans Support Services,
operated by Chrysalis Center, a private, nonprofit
healthcare agency. The program gets veterans off the
street and out of temporary shelters and into stable
housing. It also provides support services to help them
stay in the housing, increase their skills and income, and
achieve their individual goals. Fifteen other veterans are
housed in apartments in other nearby communities. The
support services have been funded by a three-year,
$221,000 grant from the Hartford Foundation.
Henry was living in a transitional house for homeless
veterans in Manchester when he was contacted
by Chrysalis.
“I was following the advice of a man there who told me
to put my sobriety first, and that’s what I did. Then
Chrysalis came over in support of the veterans and spoke
to me about supportive housing and asked me if I was
interested,” recalled Henry. “I said I was. I wasn’t working
at the time, driving a tractor-trailer wasn’t working out.
I still had problems with my medications. They got me
into housing, into permanent housing. I’m into my third
year now.”
Chrysalis, which has a reputation for quality mental
health and case management services, secured $2 million
in federal housing vouchers to support the program. The
program also receives support from the U.S. Department
of Housing and Urban Development and the State
Department of Mental Health and Addiction Services.
The support services include individual, group and family
counseling, outreach services, employment training and
referral, and clubhouse activities.
“The case management people interviewed me and got
me into the program,” said Henry. “They helped with the
logistics of moving from Manchester. They even took me
shopping a couple of times when I didn’t have money.
They helped with my résumé. I’m having a background
check being done right now for a job as a local driver.
I can share anything with them. It’s almost like having an
extended family. I didn’t have that when I was growing
up. That’s part of the reason I went into the Navy.”
Homeless veterans, who are primarily Vietnam era
veterans, are one of the most underserved groups among
homeless people, according to government statistics.
In addition to post traumatic stress, many suffer from
substance abuse and anger management issues, and are
frequently bounced from shelter to shelter.
left: Henry Chapman with an example of his artwork
A recent report by the U.S. Departments of Veterans
Affairs and Housing and Urban Development announced
the good news that the number of homeless veterans
nationwide declined 12 percent between 2010 and 2011.
The bad news is that more than 67,000 veterans are still
left homeless.
But Henry is not one of them. Now he has a
home, a life and an opportunity to
help others. g
“We have a meeting about once a week for about an
hour,” he said of the clients of Veterans Support
Services. “We’re working on a photo documentary about
the homeless in our area. Sometimes we bring sandwiches
to the homeless and we try to get them to talk
about their situation. We tell them about the benefits of
getting into permanent housing.”
He also repeats to fellow veterans the advice he once
received: “Never give up. If you fall down, that’s all right.
Just get back up. Try again and again. I tell them to just
hang in there. Do the right thing.”
He also urges veterans in need to “stay connected…
don’t try to do it alone…there’s help out there…you just
gotta get connected…once you get connected, give things
a chance, don’t give up.”
That’s what Henry did. Now he’s looking for a job,
hoping to save money for a newer car and perhaps taking
some art courses at Manchester Community College.
His abstract artwork fills his apartment.
“I was a very sick person at one time with mental
illness,” he explains. “I had to get into some kind of
therapy. I tell other veterans that they have to do
something to keep active.”
As a sign of appreciation, Henry recently gave one of
his paintings to a caseworker.
“She was thrilled with it,” he said proudly. “She gave me
a thank-you card.” Leaning back in his chair, he reads a
portion of the message:
I want to thank you very much for the painting. It is
beautiful and I’m having it framed. It was a pleasure
working with you and watching you grow on your journey.
Continue to take it one day at a time and do the right thing
and you’ll be fine.
“That’s all you can do,” said Henry. “I appreciate
the support.”
To view a video of Henry Chapman
talking about his challenges and the help
he received, use your smartphone
or visit www.hfpg.org/Veteran.
2011 Annual Report 5

Diana Davis and her son Staci Battle, at the Asian Studies Academy
at Dwight/Bellizzi, one of seven Hartford Community Schools
g g g g g
left: Damion Morgan, community school director at Asian Studies
Academy, talks with sixth-grade teacher, Debi Kosloff
A community
of learning
When 12-year-old Staci Battle and his family relocated
from North Carolina to Hartford in October 2010, not
only did they need to find a place to live but they also had
to find a school for Staci and his younger brother Avalon.
After obtaining temporary housing, Staci’s mother
Diana Davis immediately began the search for a school.
After doing some research, Diana chose to enroll Staci
and Avalon at the Asian Studies Academy at Dwight/
Bellizzi. Diana liked its unique curriculum, which focuses
on an exploration of Asian cultures and teaching the
students to speak Mandarin Chinese. She also appreciated
the fact that she could enroll her sons in the Academy’s
after-school and summer programs run by staff
from COMPASS Youth Collaborative, Inc.
In the past, Staci had gone to a school where he often
felt like no one had taken a real interest in him as an
individual student. At the Asian Studies Academy, he was
excited to be in a school where both the teachers and the
staff truly cared about him and his classmates.
Diana also appreciated the wide variety of programs
offered not only to students but parents also, including
cooking classes and adult literacy instruction. While she
6 Hartford Foundation for Public Giving

looked for a job, she volunteered with its after-school
programs, alongside other parents.
“From the very first moment I enrolled my sons in the
Academy, the staff has treated us like a part of their
family,” Diana said. “Every teacher and staff member pays
close attention to the individual needs of the students,
and they always keep me informed about Staci’s progress
and any concerns they might have before anything
becomes a real issue.”
Now a quiet but confident 14-year-old eighth grader,
Staci is thriving at the community school and has
participated in many of the leadership development
activities offered students there. These have included a
trip to China, representing the eighth grade class on the
school governance council, serving as master of
ceremonies at the school’s Black History Month event
and CMT pep rally, and serving as guest reader for a class
at the Dwight Campus.
“I have really enjoyed my time at the Asian Studies
Academy,” Staci said. “The teachers and the COMPASS
staff are always willing to help and they have taken a real
interest in me. In many ways, they have been more like
friends and I believe this atmosphere makes
us want to work harder and do well in
our studies.” g
Diana and Staci are currently filling out admission
applications for several high schools that offer Staci the
opportunity to earn college credits, perhaps allowing him
to pursue his interest in becoming a scientist.
Debi Kosloff, a sixth grade team leader and math and
science teacher at the Academy, is an example of the type
of highly engaged and responsive faculty at the school. In
addition to her daily classroom instruction, Kosloff
spends many hours assisting individual students with
homework or helping them prepare for CMTs. Kosloff
provides this extra time and attention to her students
without additional compensation.
“I believe that all children are capable of being successful
students and are willing to give you as much effort as
you give to them,” Kosloff said. “My most important job
as a teacher is to help my students develop a love of
learning so that they want to work hard and they want to
succeed. Regardless of the challenges they may face at
home, we never allow students to use these issues as an
excuse. We encourage them to rise above it to be the best
they can be.”
Damion Morgan, from COMPASS Youth Collaborative,
serves as the community school director at the
Academy. He oversees all COMPASS wraparound
services at the school, which include tutoring, mental
health services, dental services, after-school and summer
programs, parental support and learning opportunities,
community partnerships, and a dinner program. Morgan
works closely with the principal, Stacey McCann, and the
teachers to support student achievement, leadership
development and overall well-being. He regularly visits
students’ classrooms to ensure that community school
services are integrated and aligned with Hartford Public
Schools’ overall objectives.
“I serve as the connective tissue that links the school
staff, COMPASS staff and community together,” Morgan
said.
The Asian Studies Academy, and six other schools, are
part of Hartford Community Schools. Built around a
strong instructional core, community schools offer
educational, cultural, medical and social services for
students, their families and the community – at hours
well beyond a regular school day, including before and
after school, into the evening, on weekends, and throughout
the summer.
The community school model is effective, says
principal McCann, because it responds holistically to
students’ academic, social and emotional needs.
“Like the African proverb says, it truly does take a
village to raise a child,” McCann said. “The faculty, staff,
our nonprofit partners from COMPASS, and our
community work together to not only respond to our
students’ academic needs, but to help them build positive
relationships with their peers, teachers, parents and
community. For the ten hours that our students attend
school and participate in after-school programs, we
ensure that they have a safe and nurturing environment
that will enable them to succeed.”
The Hartford Foundation played a key role in planning
and launching Hartford Community Schools. Currently,
Hartford Community Schools are supported by the
Hartford Foundation, Hartford Public Schools, the City
of Hartford (represented by its Department of Families,
Children, Youth and Recreation), United Way of Central
and Northeastern Connecticut, and Achieve Hartford!
Additional funding is provided by state and federal
agencies and corporations. Programs at the Asian Studies
Academy also receive substantial support from the
Travelers Foundation. (For more, see page 22.)
2011 Annual Report 7

René Evans, working with fellow students in the nursing lab
at Hartford Public High School
left: René Evans (l), with classmates and fellow Career Competency
Youth Development Program participants, Willis Wright
and Eboni Hylton
g g g g g
On the job…
building her
future
In 2009, René Evans spent the entire summer looking for
a job. To her dismay, she was unsuccessful. That fall, René
learned about a program at Capital Workforce Partners
that could help her find internship opportunities and
summer employment. She applied to be part of the youth
employment program that builds career competencies,
and was accepted.
Last year René, a student at Hartford Public High
School Nursing Academy, was placed at the Hispanic
Health Council as an administrative assistant. Not only
was René relieved to have a job, but she was also happy
to have formed some meaningful relationships with her
coworkers.
“I met seven young women and I still talk to them to
this day even though I don’t work there. They taught me
a lot about life. They didn’t just teach me about data entry
or filing, but they talked to me about college, they talked
to me about schoolwork – everything.”
“My mother was happy that I joined the program. She
met the people who were supervising me at the Hispanic
Health Council and they were really good – they were
8 Hartford Foundation for Public Giving

more than just people I worked with – they were like
mentors,” said René. “She felt like I wasn’t just
going to work, but I also had role
models.” g
In addition to summer employment, René found the
skills training to be particularly useful. She notes the
difference between her prior experience volunteering at
a child care program, and the experience she’s gained
through the career competency program. “As a volunteer,
they just took me because they needed help, but in this
program I had to learn how to talk to people. I had to
learn how to approach my manager appropriately, and I
had to learn how to deal with clients and use different
skills to communicate with people.”
The grim labor market for the nation’s youth is
emphasized by data from the Bureau of Labor Statistics.
In the summer of 2011, less than half of teens and young
adults (ages 16 to 24) were employed. Historically,
employment rates have been significantly lower for
Hispanics and African Americans than for whites.
The year-round youth employment program last year
served 200 Hartford students attending Journalism and
New Media Academy and Culinary Arts Academy at
Weaver High; Law and Government Academy and
Nursing Academy at Hartford Public High School; and
Opportunity High School.
After the students completed 10-12 weeks of career
competency instruction facilitated by Catholic Charities
staff, they participated in a 7-10 week paid work
experience and internship. School guidance counselors,
career counselors and other school staff supporting the
students also received technical assistance and career
competency training.
After-school activities are designed to enhance students’
basic academic skills, interpersonal skills and communication,
problem solving, job seeking skills, personal
qualities, customer service skills, computer literacy, and
financial literacy.
In 2011, the Hartford Foundation awarded $500,000
to Capital Workforce Partners to support the year-round
Career Competency and Youth Employment Program.
Prior funding from the Hartford Foundation,
in collaboration with Bank of America, was used to
support youth in the program and to develop a career
competencies website (www.careercompetencies.org), an
interactive site that allows students to create e-portfolios,
upload résumés, and view mock interviews. The site also
features pages designed for partners, employers, parents
and educators, providing a curriculum to develop the
core competencies of young people so that they will be
better prepared for secondary education and a job. (For
more, see page 27.)
Says Dennis Mink, youth program lead with Capital
Workforce Partners, “We have capable students in the
city of Hartford who are looking for an opportunity.
We know that if they have the experience of a job, they
continue to work, do better in school, and have a better
understanding of developing their dreams and career
pathways.”
René is well on her way to be prepared for the
workforce. This fall, she will attend Howard University in
Washington, D.C., where she plans to major in nursing
before continuing on to medical school to become a
pediatric surgeon. Her success has been recognized by
the Jacob L. and Lewis Fox Foundation, which selected
René as a 2012 Fox Scholar. The prestigious award honors
students for scholastic achievement, demonstrated
leadership, spirit of reverence, and outstanding character
and concern for others.
2011 Annual Report 9

Growing up with five siblings in Hartford, David
Hendricks knew that his parents valued education and
religion. His father worked in the tobacco fields and his
mother cleaned houses in West Hartford. His father had
little education and his mother, none. They both wanted
more for their children, and worked hard to make sure
they had opportunities to succeed.
While his youngest brother excelled in school, David
excelled in church. “My mother was a God-fearing
woman,” said David. “We spent a lot of time in church –
some days from sunup to sundown.”
“At home, I imitated the minister preaching,” he said.
“I made my brothers and sisters listen, and I’d have them
singing and shouting. I think I had a gift.”
But, David bounced from school to school, each time
losing more respect for the system. “I goofed off, didn’t
pay attention, and by the time I got to high school started
getting in trouble.”
The result: David couldn’t read.
He did work several part-time jobs, at neighborhood
pharmacies and grocery stores. “As long as I had a job,
I figured I could take care of myself,” David said.
He continued to flourish at church. “I had an itch for
bringing the word of God to the people.” He began
moving into leadership positions, based on his passion
and preaching ability. “I’d mimic what I heard other
preachers do and say.”
When it came time to be ordained as a preacher, he
needed to obtain a license from the AME Church. He was
terrified that people would realize he couldn’t read, that
his illiteracy would hold him back from becoming a
minister. Fortunately, he had a supportive church and “the
sisters would help me with pronunciation of words.
I’d go home and practice them. But, it was nervewracking.”
Then, the pastor told David about Literacy Volunteers.
He sought them out right away, but after a couple of days’
instruction, he was told he needed more advanced
training. So, he entered another program, Read to
Succeed, at the YMCA.
“I felt more confident. One morning, I began reading
from the lectern at church, and the parishioners started
clapping. They were so proud of me,” said David. “I felt
like a movie star!”
From shame to confidence
g g g g g
10

He still wanted to be sure he could read any word he
came across in the Bible. He saw an ad in The West Indian
American for an adult literacy program in his
neighborhood, offered by the Center for Urban Research,
Education and Training (CURET). He called, spoke with
co-founder Carol Johnson, and started right away.
David made such good progress, he decided to go to
college. He applied but was turned down for his lack of
math ability. Carol found him a math teacher and he
entered the “transition to college” program at CURET.
Now, he’s on the path to get an associate degree in social
services at Capital Community College. “I feel comfortable
here at CURET. I’m respected and supported.”
To spread that word, David has become co-chair of
Voices of Connecticut Adult Learners (VOCAL),
launched in 2009 to recognize adult learners who have
overcome challenges and persisted in furthering their
education. VOCAL is made up of successful adult
learners and providers of adult literacy programs in
Greater Hartford, including CURET.
“We tell our stories and people can see themselves in
us,” says David. “We tell them that by learning to read and
getting an education, they are an example for their
children. It will help them get a job and provide for their
families. If we can get families working, we can make the
city better and safer. Poverty will be no more – that’s the
message we’re sending.”
In many ways, David is typical of the “students” served
by CURET. Located in a green and white former threefamily
house on Albany Avenue in North Hartford, the
nonprofit serves adults, mostly from the Caribbean-
American community. According to Carol Johnson, an
estimated 90,000 Caribbean Americans live in Greater
Hartford.
“Caribbean Americans value education, but many have
to work two and three jobs to support themselves and
their families,” said Carol. “Many of these jobs do not
come with healthcare and other benefits. And many of
the parents struggle to help their children with their
schoolwork because they can’t read or understand math.”
CURET offers a range of services that enhance participants’
job readiness skills. These include basic reading
and math, as well as life skills such as opening and
managing bank accounts, and applying for a credit card.
Workshops address the healthcare needs of members of
the culturally diverse community, who because they can’t
read well, often do not understand their doctor’s written
instructions. Students also learn to use technology and
prepare for job interviews. Others are helped to get a
driver’s license, and learn how to support their children’s
education. CURET has helped over 4,000 immigrants
become naturalized citizens.
CURET is supported by the Hartford Foundation
through its Adult Literacy Project. The project was
launched in 2007 with a $1.5 million, three-year grant to
support collaborations among adult literacy service
providers in the region. Since then, it has blossomed into
a vibrant collaboration among key institutions, which has
developed a regional plan, provided professional
development to literacy providers, and is examining how
to affect policy change to create an integrated system of
adult literacy services tied to workforce development.
(For more, see page 25.)
“Not only has CURET benefited from the Foundation’s
funding, but the networking opportunities have been
invaluable,” said Carol Johnson. “At one meeting,
I connected with Tina Jeter, and now we’re partnering
with the Adult Education Center in Hartford to help our
adult students get their GED. Because of another
conversation – with Linda Guzzo, dean of continuing
education at Capital Community College – Capital is
offering classes at our building for our adult learners who
have passed the GED exams.”
“Before, when I couldn’t read, I was
frightened and ashamed,” said David.
“Now, I’m confident. g My story is the same
as so many others in the community. Programs like
CURET can help people – they don’t have to stay where
they are.”
left: Carol Johnson, co-founder of CURET, an adult literacy program in
North Hartford, and David Hendricks, program participant and chairperson
of Voices of Connecticut Adult Learners (VOCAL), share a
passion for inspiring and supporting adults who want to improve their
literacy skills.
2011 Annual Report 11

Inspired
to excel
Walter Menjivar, a Connecticut Hispanic Bar Association
Fund scholarship recipient, with Rafael Santiago and
Toni Smith-Rosario
Walter Menjivar’s mother must be very proud. Not only
is Walter on the fast track for great success, but he credits
his mother for inspiring him to excel.
Walter’s mother immigrated to the United States from
El Salvador.
“Being a first-generation American, I’m inspired by her
hard work,” said Walter. “It encourages me to push myself
in everything I do.”
Walter knows how important it is to take advantage of
every opportunity. And he is compelled to help others do
the same.
At 16, Walter was volunteering at a local church.
Seeing a need for English language classes, he organized
a group of students, obtained instruction books from his
high school and began teaching English. This is just one
example of his many community service activities.
Walter grew up in Florida and graduated with a
bachelor’s degree from Vanderbilt University before
moving to Connecticut. Deciding that a law degree would
give him a powerful tool to help people, he enrolled at the
University of Connecticut School of Law where he
became involved with the Connecticut Hispanic Bar
Association.
g g g g g
12 Hartford Foundation for Public Giving

Walter’s drive was recognized with a scholarship from
the Connecticut Hispanic Bar Association Fund at the
Hartford Foundation in 2009.
“We were looking for a way to encourage Hispanics
and Latinos to choose law as a profession,” said Rafael
Santiago, a bar association board alumnus. “Providing
economic assistance through the fund is one way to do
that.”
While the scholarships are needed and appreciated by
many, financial assistance is only one goal of the fund.
According to Toni Smith-Rosario, senior assistant
state’s attorney and Hispanic Bar Association board
member, “Our goal with the scholarship program and the
other programs we have is really to develop relationships
with the students.”
“The scholarship certainly helped financially, but
equally important was the network,” said Walter.
Through the Hispanic Bar Association, Walter was able
to
forge
relationships within the local law community. And his
access to the association led him to another exciting
opportunity – he became the student division president
and earned a seat on the board of directors.
“We support area law students – those who really
demonstrate the potential to be leaders in the Latino
community and the greater community,” said Toni. “We
want to support the people who will make changes for the
better in Connecticut.”
Walter wants to combine his community service work
with his career, and a law degree will help.
“It’s what I did before – helping the community. Now,
with a law degree, it gives me another tool to advocate
more effectively.”
Walter will graduate in May, take his bar exams over
the summer and begin his new career with Day Pitney
LLP in the fall. He is an example of how the Hispanic Bar
Association is supporting local leaders of the future.
Walter is one of 43 students who have benefited from
the Connecticut Hispanic Bar Association’s assistance
since 1997, when it established its scholarship program.
Looking for a way to formalize the program and ensure
its continuation, the Association established a donoradvised
fund at the Hartford Foundation in 1999. Rafael
suggested the Foundation as an alternative to establishing
a private foundation. Each year, the fund grows stronger
with support from the community.
Toni explains, “As the largest foundation in this area
and a very well respected one, we felt that creating a fund
at the Hartford Foundation would give donors
confidence in our scholarship program, as well as create
a program that could grow.”
As Rafael said, “It’s wonderful to see the contributions
of so many funneled to help our local law students.”
“What’s important about the Connecticut Hispanic Bar
Association scholarship is that it acknowledges students’
past accomplishments,” said Walter, “and the
ongoing mentoring and support
prepares us for future achievements.” g
To watch a conversation with Walter Menjivar
and Toni Smith-Rosario, use your smartphone,
or visit www.hfpg.org/Excel.
2011 Annual Report 13

The DiPiazza family: Stacey and Jack with daughters Marina, 12,
Amelia, 10, and Marcella, 5
left: Stacey and Jack DiPiazza at Infoshred, surrounded
by bundles of destroyed documents
g g g g g
A giving
family
“We’re not the Rockefellers,” said Stacey DiPiazza. “We’re
just a normal family that has a successful business and we
were willing to take this step.”
The step was the establishment of The Giving Tree
Fund, a donor-advised fund at the Hartford Foundation,
which in years to come will award grants to support
nonprofits in Greater Hartford.
“We are very fortunate. Our family has a good life. We
have a good business. We think it’s our duty to give back
to the community,” said Stacey.
The DiPiazza family – Stacey, her husband Jack and
their three young daughters: Marina, Amelia and
Marcella – live in Glastonbury. The business is Infoshred,
a State-certified minority/woman-owned business
that provides secure destruction of valuable business
information.
“Starting The Giving Tree Fund was on my wish list,”
said Stacey. Her 40th birthday in 2011 was the catalyst for
approaching the Hartford Foundation to move from wish
list to reality.
14 Hartford Foundation for Public Giving

“Stacey said she didn’t want any material things for her
birthday,” explains Jack. “She wanted to set up the fund,
not just to help people in need but, we also wanted to
teach our girls about the spirit of giving to others.”
“We want our children to understand that there are
people who have needs,” said Stacey. “We are really
starting with the kids at a young age, from the ground up.
I think they are going to have a real understanding of
what philanthropy is all about.”
The fund’s name is adapted from The Giving Tree, a
children’s book about the relationship between a young
boy and a tree in a forest. “The children love the book,”
said Stacey.
Philanthropy is not a new venture for the family.
Stacey is a member of the Foundation’s Catalyst Endowment
Fund, through which people from across the region
learn about critical local issues, pool donations, and recommend
grants. Stacey also serves on the Fund Committee
at VNA HealthCare, which serves more than 50
Connecticut communities. Last year, she chaired an event
that raised $41,000 for the agency’s hospice program.
Additionally, Infoshred equipment is frequently
donated for “Shred Days” fundraisers held by area
organizations with the fees donated to charities.
Infoshred began in 1993 as a division of a South
Windsor recycling business run by Stacey’s father. She
was its first employee and purchased the company in
1997. The business now has 34 employees, 22 trucks,
hundreds of customers throughout the northeast, and a
high-security, state-of-the-art facility in East Windsor
where some 800 tons of documents are destroyed each
month. There is also a document archive center with a
capacity for 500,000 boxes.
The Giving Tree Fund is definitely going to be a family
affair.
“It will be like the Catalyst Endowment Fund, where
we pick an issue to focus on each year, then research what
organizations in our communities are doing in that area,
then recommend a grant to the Hartford Foundation,”
said Stacey. “Programs that address immediate needs –
like food for the next day – are vital, but we want to focus
on projects that can help people make permanent
changes in their lives. Catalyst did that with its grant to
teach financial literacy so people can learn to budget
their money.”
“We want to do this as a family,” said Jack. “Everyone
will have an equal vote on what grants to recommend.
Stacey and I will narrow it down to a few selections.
We want to visit the agencies and programs with the
children so they’re not only just hearing Mom and Dad’s
description of what this charity is going to do, they’re
going to see it firsthand. When we are gone, we want our
children to recommend grants based on the funds Mom
and Dad supplied. They may even add to the fund.”
“Most are surprised that people our age – we are both
41 – are doing something like this,” said Jack. “They
usually don’t know what a donor-advised fund is, so we
start by explaining that. Then we tell them about the
Hartford Foundation.”
The fund has already had an impact on the children.
g “It’s really cool that we’re going to
be helping people less fortunate than
ourselves,” said Marina, 12. “It feels good!” said
Amelia, 10, as 5-year-old Marcella nods in agreement.
“The DiPiazza family represents a growing number of
individuals who are establishing donor-advised funds as
a way to pass on their charitable values and engage their
children,” said Lori Rabb, vice president for philanthropic
services. Eight such funds were established at the
Hartford Foundation in 2011. There are now 132 donoradvised
funds with assets of more than $128 million.
In 2011, 772 grants totaling $6.7 million were awarded
from these funds.
“These funds provide an opportunity for families to be
involved, to have flexibility in the organizations and
causes they support, and to have access to the knowledge
and expertise of the Foundation,” said Lori. “We are so
grateful that the DiPiazzas chose to partner with the
Hartford Foundation in this way.”
“For me, the word legacy really stands out,” said Stacey.
“When you’re gone, what kind of legacy do you want to
leave? I think for me, The Giving Tree Fund is about that,
a legacy that continues to contribute to improve Greater
Hartford.”
Use your smartphone to watch a video of
Stacey DiPiazza talking about The Giving Tree
Fund, or visit www.hfpg.org/GivingTree.
2011 Annual Report 15

An artful
project
iQUILT.
Linda Kelly, left, president of the Hartford Foundation, on Main
Street in Hartford with other iQuilt supporters: Tyler Smith of Smith
Edwards Architects; Doug Suisman of Suisman Urban Design; David
Fay, president and CEO of The Bushnell Center for the Performing
Arts; Cathy Malloy, CEO, Greater Hartford Arts Council; Hartford
Mayor Pedro Segarra; and Susan Talbott, CEO of the Wadsworth
Atheneum
e “i” stands for innovation.
e “Quilt” stands for a series of pathways weaving
together some 45 of downtown Hartford’s heritage and
cultural assets and public spaces by enhancing the parks,
squares and streets which connect them.
It’s designed to step up Hartford’s economic growth by
encouraging people to take an enjoyable walk from one
cultural site to another through the addition of public art,
education and entertainment activities, vendors and small
parks. A major feature merges new and existing public
spaces into a GreenWalk, a landscape spine linking Bushnell
Park to the riverfront.
“Around the country, from Portland to Oklahoma City to
Chattanooga, the sustained hard work of creating vibrant,
walkable, livable downtowns has proven to be one of the
keys to urban success,” says lead designer Doug Suisman
of Suisman Urban Design of Los Angeles. “Downtown
Hartford has made great strides and has all the right
ingredients – now we need to enhance them and connect
them so that downtown can become an exceptionally great
place to visit, work and live.”
g g g g g
16 Hartford Foundation for Public Giving

Working to connect the pieces of iQuilt is a broad
coalition of public, private, nonprofit and community
organizations.
e Hartford Foundation awarded a $400,000 grant to
complete design of the project in 2011, matching $400,000
in grants from the National Endowment for the Arts.
e federal funding is a testament to the great
partnership that exists between the federal government, the
City of Hartford, the State, and community partners, said
Congressman John B. Larson. “Hartford is an unpolished
gem, home to numerous cultural assets that can stimulate
growth and development throughout the city. By leveraging
our resources, we will create a more sustainable, vibrant city
and economically strengthen our region for the better.”
“iQuilt is the perfect symbol of what Hartford must aspire
to if it is to be the municipality every other city and town in
Connecticut looks to as an example of innovation and
rebirth,” says Hartford Mayor Pedro Segarra.
“e redevelopment of downtown Hartford is inevitable,”
says David Fay, president and CEO of e Bushnell
Center for the Performing Arts. “It is the business and
transportation center of our region. Hartford is the last
underdeveloped link in the Boston to New York corridor.
e iQuilt gives shape to this redevelopment and gives us
the promise of a truly livable, sustainable and enormously
fun city center – a place to work, to play and to live.”
iQuilt capitalizes on two of Hartford’s greatest strengths:
its extraordinary concentration of arts, cultural and
landscape assets and its compact downtown. While the
cultural assets are physically close, the pedestrian links
between them are often weak. iQuilt will strengthen those
links with a strategic mix of small and large, immediate and
long-term, public and private projects. Implemented in
stages as funding is obtained, each initiative will be a patch
that contributes to downtown’s overall pattern or quilt.
iQuilt will focus on a one-half square mile area bounded
by Buckingham/Charter Oak Avenue, I-84, the Connecticut
River and the Capitol. Almost all the cultural destinations
within the quilt, including the Capitol, Bushnell Park, e
Bushnell Center for the Performing Arts, Wadsworth
Atheneum, Hartford Stage Company, Old State House, and
Connecticut Science Center, are within a 15-minute walk.
“To succeed economically, almost all cities must now
compete nationally and internationally. Hartford can’t just
be proud of its assets – it must leverage them to attract
visitors, talent and jobs,” says Doug Suisman, a Hartford
native and recipient of the 2006 American Institute of
Architects’ Honor Award for Urban Design and the 2010
World Architecture Festival’s top prize for master planning.
He and Hartford architect Tyler Smith of Smith Edwards
Architects have worked closely on the project since its inception.
e Bushnell and the Greater Hartford Arts Council
initiated iQuilt in 2008 after the Urban Land Institute,
during an evaluation of Hartford’s economic challenges and
opportunities, recommended the city “focus on thoughtful,
creative in-fill projects to link Hartford’s arts and cultural sector.”
e iQuilt vision plan – funded in part by a $50,000 grant
from the Hartford Foundation – was completed in 2009,
with input from more than 1,800 people. e following year,
iQuilt was adopted by the City Council as a key component
of One City, One Plan, the city’s 10-year blueprint for
conservation and development.
Since its start, iQuilt has engaged the public in developing
its themes, concepts, designs and strategies. More than a
dozen public presentations and 80 briefings were held for
over 2,000 public officials, stakeholders and citizens.
A website, www.theiquiltplan.org, was launched in 2011.
Now underway is design of Bushnell Park North (between
Asylum Avenue and Main Street along the northern edge of
the park) and development of a Hartford Innovations
Festival to honor the wealth of cultural and technological
advances that originated in Hartford.
“is is a long-term project – with both big projects and
little projects,” said David Panagore, City of Hartford chief
operating officer and director of development services.
g “At its core, iQuilt is a testament to
collaboration, seamlessly linking
Hartford’s cultural assets in a way that
promotes engagement,” says Mayor Segarra.
“More importantly, it will drive talent attraction and
retention, which is crucial if we are to be the city in which
everyone in the state takes pride. It is my hope that this spirit
of collaboration will take hold beyond iQuilt, beyond
downtown to every corner of our city.”
iQuilt partners are the City of Hartford, State of
Connecticut, MetroHartford Alliance, Greater Hartford Arts
Council, Metropolitan District Commission, Hartford
Business Improvement District, e Bushnell Center for the
Performing Arts, Bushnell Park Foundation, and Riverfront
Recapture.
“e most challenging aspect of iQuilt is engaging our
community in the great adventure of belief – that the enchanting
vision for our city, which has been developed over the past 3 ½
years, can become reality over the next few years,” says David Fay
of e Bushnell. “From the largest of our corporate leaders and
most influential of our civic representatives to the innocent child
who just wants clean, cool water to splash around in on a hot
summer’s day in Bushnell Park!”
2011 Annual Report 17

At a Glance:
(as of December 31, 2011)
Founded:
1925
Towns we serve:
Endowment Assets:
Nearly $730 million
Investment Return:
-2.1% in the Corporate Portfolio and
-1.7% in the Trust Portfolio resulting
in a total market loss of $13.7 million
Contributions:
Over $18 million in 2011
Funds:
24 new funds created in 2011
1,009 named funds today*
Grants:
Nearly $29 million awarded in 2011
$532 million since 1925
Types of Grants:
Broad-based grantmaking, particularly
in the areas of: arts and culture, education,
family and social services, health,
community and economic development
Area served:
29-town Greater Hartford region
* reflects adjustments made to funds in 2011
Our mission:
As Greater Hartford’s community-wide charitable
endowment, the Hartford Foundation for Public
Giving is permanently committed to improving the
quality of life for residents throughout the region.
To achieve this goal, we:
• Provide financial and other support that enables
people and institutions to serve the community
effectively;
• Promote informed charitable giving in order to
expand the region’s philanthropic resources; and
• Participate actively in efforts to identify
important community needs and opportunities,
as well as the means to address them.
18 Hartford Foundation for Public Giving

g g g g g
GRANTMAKING
The Hartford Foundation’s 2011 grantmaking helped
area nonprofits address the impact of a slow economic
recovery, and meet new and emerging community
needs – all with the goal of improving the quality of
life in our 29-community service area.
A total of 1,634 grants were awarded in support of
the region’s nonprofit agencies and educational
institutions, a three percent increase over 2010,
continuing the Foundation’s history as a broad-based
and strategic grantmaker.
Grants totaled $28,698,800, a decrease of less than
one percent compared with 2010. Since 1925, the
Foundation has awarded more than $532 million in
grants for programs and services, due to the
generosity of individuals, families and organizations
(see pages 29-45).
Grants awarded during 2011 align with the
grantmaking patterns of previous years, with a
focus on meeting basic human needs,
supporting children and families, and
improving education and workforce
development.
Grants in education and workforce
development, the two focus areas of our
strategic plan, Accelerate Success, comprised
one-third of 2011 grantmaking. The largest
program category was education, which represents
24 percent of all grant dollars awarded.
This included two major programs, the Adult
Literacy Project (see page 25) and Hartford
Community Schools (see page 22).
Family and social service grants accounted for
22 percent of all grants, or $6.4 million. Other major
areas for funding were arts and culture (17 percent),
health (14 percent), and community and economic
development (13 percent). Grants to support summer
programs, including youth employment, totaled more
than $1 million, as did grants for college scholarships.
Unrestricted funds are the largest source of our
discretionary grants. Unrestricted funds accounted for
57 percent of grant dollars awarded in 2011, only
slightly down from 2010. The size of our unrestricted
grant pool sets the Hartford Foundation apart from
most community foundations, that rely more on
restricted funding to address community needs.
General**
$1.76 MM
6%
Family & Social
Services
$6.39 MM
22%
When looking at 2011 grantmaking through a
geographic lens, the largest percentage of grant funds
awarded (91 percent) went to region-wide services.
This is consistent with previous years.
In the next few pages, we’ve outlined the
Foundation’s initiatives, collaborations and major
grants awarded in the two focus areas of Accelerate
Success, as well as our efforts to build the capacity
of area nonprofits.
2011 GRANTS by program area
Health
$4.05 MM
14%
Grantmaking
over the years
2011 — 28,698,800
2001 — 21,035,667
1991 — 17,212,029
1981 — 3,780,627
1971 — 841,042
1961 — 709,421
Summer Programs
$1.08 MM
4%
Education*
$7.05 MM
24%
Arts & Culture
$4.78 MM
17%
Assets
over the years
2011 — 727,685,992
2001 — 572,952,397
1991 — 209,463,887
1981 — 50,499,542
1971 — 26,813,255
1961 — 12,089,973
Community &
Economic
Development
$3.67 MM
13%
* includes $1.3 million in support of college scholarships
** includes grants for the environment and human rights
2011 Annual Report 19

g g g g g
About our Grantmaking
The Hartford Foundation funds organizations and programs that improve the
quality of life for residents of the 29-town Greater Hartford region. Our grants
in 2011 were largely awarded in the following areas:
•EDUCATION •FAMILY AND SOCIAL SERVICES •ARTS AND CULTURE
•HEALTH •COMMUNITY AND ECONOMIC DEVELOPMENT
HERE ARE JUST A FEW EXAMPLES OF GRANTS AWARDED IN 2011:
$1.3 million to the Greater Hartford Arts Council for re-granting
to more than 100 local arts, heritage, cultural and community groups.
$700,000 in support of programs at three agencies that provide
emergency and permanent housing for the homeless in Hartford.
$450,000 for programs at 66 Greater Hartford agencies providing
basic human needs, including $335,000 from the Beatrice Fox Auerbach
Foundation Fund.
$375,859 to Hartford Hospital for mobile mammography
program equipment.
$375,000 to MARC of Manchester for its new home for programs
for people with developmental disabilities.
$350,000 to Connecticut Public Broadcasting for a Learning Lab
in collaboration with Hartford Public Schools
$329,792 to the Connecticut Historical Society for major capital
improvements.
$171,500 to renovate and expand the Avon Free Public Library.
$69,500 for restoration work on the historic carousel in
Bushnell Park in Hartford.
$50,000 for programs run by the Farmington Community Chest.
$23,646 to renovate the entrance and parking lot at the
Andover Public Library.
$5,000 to the Wintonbury Land Trust in Bloomfield to
purchase property.
A comprehensive list of Hartford Foundation grants
for 2011 can be found at www.hfpg.org/grants.
Applying for a Grant
Applying for a grant from the Hartford
Foundation is an interactive process.
It begins with a conversation with a
member of the program staff, who will
determine if your organization meets the
criteria for applying for a grant. If it does,
a program officer will contact you and ask
you more about the project you are
proposing. The program officer will guide
you through the application process.
Applications are accepted throughout the
year. Decisions are made after due
diligence by Foundation program staff.
Nonprofit 501(c)3 organizations serving
residents of our 29-town (see page 18)
service area are eligible to receive grants.
For more information about our
grantmaking guidelines and how to
apply for a grant, visit
www.hfpg.org/apply or call the
Hartford Foundation at 860-548-1888.
20 Hartford Foundation for Public Giving

Brighter Futures
In 1990, the Hartford Foundation
launched the Brighter Futures Initiative.
For more than 20 years, Brighter Futures
has developed a variety of innovative
programs to help Hartford families
improve their children’s school readiness
and their success in the early grades. The
initiative focuses on strengthening the
service system for young children and
their families in four key areas: health
care, child care, education and family
support.
Brighter Futures supports work
on the municipal and state level to
transform an often uncoordinated system
of care for young children into a unified
framework for early childhood and
family development.
In 2011, the partnership between the Foundation
and the City of Hartford continued to grow especially
with the new Hartford Department of Families,
Children, Youth and Recreation. This new department
embodies many of the core principles of Brighter
Futures and has enabled the Foundation to maximize
its impact on early childhood through collaborative
program development and implementation.
“The collaborative efforts of Brighter Futures and
the City of Hartford are an example of the
Foundation’s philosophy of working with nonprofit,
government, business, philanthropic and community
leaders to bring about positive change for the
community,” said Richard Sussman, director of
Brighter Futures.
Brighter Futures continued its national partnership
with the W.K. Kellogg Foundation throughout 2011,
and has received highly positive feedback about its
progress to date. With the Foundation’s renewed
five-year, $10 million commitment to Brighter Futures
in 2010, Brighter Futures will continue to play a major
part in efforts to improve early childhood programs in
the region and throughout the state.
To learn more about Brighter Futures,
go to www.hfpg.org/brighterfutures.
Hartford Area Child Care
Collaborative
An initiative of the Hartford Foundation, the
Collaborative is committed to promoting and
sustaining high quality early childhood programs in
Greater Hartford.
g g g g g
Education
In 2011, the Collaborative strengthened services to
more than 5,500 children by providing training,
technical assistance and resources to more than 400
early childhood professionals, caregivers and parents.
“With 23 years’ experience, the Hartford Area Child
Care Collaborative has the expertise, resources and
stellar reputation to continue to help child care
agencies meet the needs of Greater Hartford’s parents
and their children,” said Elena Trueworthy, who was
named director in 2011 following the retirement of
Judy Goldfarb after 20 years of service.
Examples of the scope of the
Collaborative’s work in 2011:
• 858 children received in-depth, developmentally
appropriate assessments and individualized
development plans to support their learning and
school readiness.
• 784 children and 122 adults attended StoryWalk
presentations, where the adults learned techniques
and strategies for talking with and reading to
children starting at birth, and the children
developed an excitement for reading.
• 109 administrators worked to meet leadership
standards of accreditation by attending
Collaborative workshops.
• 90 early childhood professionals attended the
Collaborative’s workshops on Effective Policies
and Procedures.
• 12 child care directors participated in the Child
Care Director Succession Project.
2011 Annual Report 21

The Collaborative is a member of the Connecticut
Early Childhood Alliance and the Connecticut Provider
Caucus. It brings the regional perspective to such
issues as state funding for early care and education,
legislative proposals related to early care and
education, and federal legislative and budget activity.
In this role, Elena, speaking at a public hearing held
by the Governor’s Early Childhood Cabinet in Hartford
in September, urged developmental and socialemotional
screening for all children, and professional
development opportunities and higher education for
child care workers. She recognized the value of
partnerships with law enforcement, faith-based and
community-based organizations “to reduce the risk
factors we find in communities.”
To learn more about the Hartford Area Child Care
Collaborative, go to www.haccc.info.
Connecticut Early Childhood
Funders Collaborative
The Connecticut Early Childhood Funders
Collaborative is a broad and diverse coalition of
members of the Connecticut philanthropic community
committed to the successful realization of the goals
identified in PA 11-181, the new state law which
requires the creation of a coordinated system of
early child care and education and child development
by July 1, 2013. A planning director appointed by
the governor will be funded by state and federal
appropriations and private donations.
To assist, 14 members of Connecticut Early
Childhood Funders Collaborative, for which the
Connecticut Council for Philanthropy is the host
organization and fiscal sponsor, raised $150,000 to
match government funds to support the work of the
planning director and to provide input into the
design of the system. The Hartford Foundation
awarded a grant of $25,000 as part of its
involvement in the Collaborative.
Hartford Community Schools
The Hartford Community Schools initiative continued
its growth – and earned national recognition –
as it completed its third year at some of the most
challenged schools in the city in 2011.
The five-school initiative was launched in 2008 in
conjunction with a school reform plan to close the
achievement gap between Hartford students and
their suburban counterparts. The Hartford Foundation
was instrumental in its creation, offering insights and
lessons learned from its long-running After-School
Initiative, and supported the effort with a three-year,
$3.1 million grant. In 2011, that commitment was
renewed with over $1.6 million in grants for a
fourth year.
Built around a strong instructional core, community
schools remain open well beyond the hours of a
regular school day – before and after school, into the
evening, even weekends, and throughout the summer
– to offer an array of educational, cultural, medical
and social services for the entire family.
The Hartford Foundation grants are awarded to
three nonprofit agencies, which coordinate the
services with school officials. Services added at some
schools during 2011 included a mobile health van,
financial literacy classes for parents, a dinner program
for students and parents, a pre-school program to
provide a safe place to complete homework, and a
collaborative program with the Hartford Symphony
Orchestra.
Four of the five schools historically have been
among Hartford’s most persistently low-performing.
Four also serve a large number of English Language
Learners and students with special needs. While the
core of each community school is the same – academic
instruction, support and enrichment – the overall
profile of each school varies based on the particular
needs of students and families. Hartford has 25,000
students, with more than 90 percent classified as living
in poverty. Hartford is the second poorest city per
capita in the country, while Connecticut is the second
wealthiest state in the nation in median income.
22

“While Community Schools hold great promise,
their full development is complex and arduous,” says
Sara Sneed, director of education investments at the
Hartford Foundation.
“But the concept of addressing children’s
educational needs holistically corresponds with
our strategic plan, Accelerate Success.”
Hartford Community Schools’ progress was
showcased in October at a conference held in New
York City by the National Center for Community Schools,
a division of The Children’s Aid Society of New York.
Building Community Schools: A Guide for Action,
an 80-page report prepared for the conference,
also noted about Hartford’s community schools:
“An external evaluation conducted by the OMG
Center for Collaborative Learning in Philadelphia
showed significant results for students in the
after-school programs of the five community schools,
including gains across the three Connecticut Mastery
Test subject areas.”
Sandra Ward, director of Hartford Community
Schools, along with the site director from one school
and an evaluator, spoke at a conference workshop
that focused on approaches to evaluation, results,
and best practices in Hartford.
Two additional community schools are in a
planning stage during the 2011-12 academic year with
a broader launch of services scheduled for 2012-13.
Hartford Community Schools are supported by a
partnership of the Hartford Foundation, Hartford Public
Schools, the City of Hartford, represented by its
Department of Families, Children, Youth and Recreation,
the United Way of Central and Northeastern Connecticut,
and Achieve Hartford!, a nonprofit advocate for
education reform. Additional funding is provided by
state and federal agencies and corporations.
For information about Hartford Community Schools,
go to www.hfpg.org/communityschools.
Summer Programs
Research shows that the lazy, hazy days of summer
take a toll on educational achievement. According to a
national study, the average summer learning loss in
math and reading for American students amounts to
one month per year. Low-income students, who often
do not get an opportunity to participate in quality
summer programs, can lose up to two months of
reading skills.
That’s why a learning component has evolved as an
important part of summer programs, which have been
funded for more than half a century by the
Hartford Foundation.
“Increasing access
to quality summer
programs to stem
learning loss and
improve academic
achievement for
underserved and
low-performing
students aligns
perfectly with Accelerate Success, our strategic plan to
help close the academic achievement gap,” says Judith
McBride, a senior program officer.
While summer programs continue to offer
recreation, many now also offer academic and
enrichment components designed to reinforce
learning and youth development.
The tutorial programs are focusing more on the
delivery and measurement of reading, math, language
arts, and other academic skills. A number of the
programs supported by the Hartford Foundation are
making strides in demonstrating educational
outcomes as well as in measuring youth development,
using guidance offered through the Foundation’s
Summer Program Evaluation Support toolkit.
The funding also recognizes two other needs:
(1) keeping school-aged youth safe and engaged in
the summer; and (2) helping to keep summer program
fees affordable for families by supporting camperships
in these difficult economic times.
During 2011, 70 grants totaling $751,000 were
awarded to 46 agencies to support summer programs.
Grants supported 13,460 slots in campership programs,
1,195 tutorial program positions, and 296 counselor-intraining
positions.
While the Foundation’s support targets youth from
Hartford and East Hartford, the programs also serve
youth from across the 29-town Greater Hartford
region. More than half of the programs were in
Hartford – many in cooperation with Hartford Public
Schools – with funding also assisting programs in 12
additional Greater Hartford communities. Several
programs were designed for adults with disabilities.
The programs were popular: Almost half of the
participants returned from the previous year –
providing a continuity of learning. Average daily
attendance was 86 percent and 27 programs served
more participants than projected.
For a list of summer program grantees, go to
www.hfpg.org/summerprograms.
2011 Annual Report 23

Scholarship Program
Only about 40 percent of American adults between
the ages of 25 and 34 have an associate or bachelor
degree. This places us 15th among developed
countries.
Meanwhile, the evidence continues to show that
college is a sound investment, even for jobs that do
not require a degree. Three decades ago, full-time
workers with a bachelor’s degree made 40 percent
more than those with only a high school diploma,
reports The New York Times. Now the rate is more
than 80 percent.
According to The College Board, the cost of college
(tuition and fees) continued to increase over the last
year: 8.3 percent at public four-year colleges and
universities and 8.7 percent at public two-year
institutions.
Fortunately, programs such as the Hartford
Foundation Scholarship Program are available to assist
with the cost. During 2011, the Foundation provided
$1.3 million in support of scholarships for over 600
students in Greater Hartford attending approximately
100 colleges and universities across the nation.
By the end of 2011, 98 funds at the Foundation
were devoted specifically to scholarships. And many
donors have supported the Foundation’s General
Scholarship Endowment Fund throughout the years
with all levels of contribution. In 2011, contributions to
all scholarship funds exceeded $290,000.
Scholarship funds at the Hartford Foundation were
established by people and organizations of all types
and from throughout Greater Hartford. Their
situations vary greatly, but they all share one
motivation – to help students from this community
afford a college education.
Many individuals also contribute their time by
serving on the Foundation’s scholarship committees.
They interview scholarship applicants and assist with
the selection of recipients.
The Foundation now provides scholarships in five ways:
General Scholarship Endowment Fund: This pools
donors’ contributions and awards $3,000 scholarships
to graduating high school seniors attending four-year
colleges. These awards are renewable for up to three
years and – in addition to tuition, fees, room and
board – students can now use the scholarships to
purchase textbooks.
Community College Scholarship Program: These
scholarships provide escalating awards for each of
three years for graduating high school seniors
attending community and two-year colleges.
Individual scholarship funds: These allow donors to
work with the Foundation in establishing selection
criteria and award amounts. These scholarships help a
variety of students from traditional-aged to graduate
students.
Block grants to community colleges: A total of
$210,000 was awarded in 2011 to Asnuntuck
Community College, Capital Community College,
Charter Oak State College, Goodwin College,
Manchester Community College, and Tunxis Community
College to use for scholarships for needy students.
Block grants to support students transferring from
community to four-year colleges: A total of $100,000
was awarded in 2011 to the University of Connecticut-
Hartford Campus, University of Hartford, Central
Connecticut State University, and the Saint Joseph
College Weekend Program.
For more information about the Hartford Foundation’s
scholarship program, go to www.hfpg.org/scholarships.
24 Hartford Foundation for Public Giving

g g g g g
Workforce Development
Adult Job Training/Literacy
A critical shortage of skilled workers will develop
nationwide with the retirement of millions of Baby
Boomers in the next few years. The problem is acute in
Connecticut. By 2015, demographic trends show
younger, less educated, low-income workers replacing
an older, more educated, high-income workforce.
The shift has already begun. A 2011 survey of 151
manufacturers found almost 90 percent of them
having trouble finding skilled workers.
“Middle-skill jobs, which require more than high
school, but less than a four-year degree, make up the
largest part of America’s and Connecticut’s labor
market,” says a separate state-by-state survey by the
National Skills Coalition. “All too often, key industries
in Connecticut are unable to find enough sufficiently
trained workers to fill these jobs. As a result, job
creation and economic growth are stifled.”
Aggravating the problem is a distressingly low
level of literacy.
In the Capital Region, 41 percent of adults lack
basic literacy skills. In Hartford, 73 percent of adults
are unable to read or compute at the most basic level.
The unemployment rate in Hartford is more than
double the state average. Among those aged 16-24,
it is four times greater. The Hartford Jobs Funnel, an
initiative of Capital Workforce Partners to train and
place workers in the construction industry, reports that
49 percent of participants drop out due to severely
limited literacy and numeracy skills.
The traditional Jobs Funnel program provides
pre-employment preparation, job training and
placement service for Greater Hartford residents 18
and older seeking employment in the construction
field. The idea of the funnel stems from the process
individuals go through – funneling into the system to
gain specific work competencies and trade-related
certifications. They then funnel out to embark on a
self-sustaining and rewarding career.
The value of being able to complete the Hartford
Jobs Funnel program is well documented.
Participants, on average, double their earnings
in the first year following the program – from a base
of $10,000 – and show measurable wage growth
over the years.
With substantial growth expected in the
construction industry in the state through 2015, in
2011, the Hartford Foundation continued its support
of the Jobs Funnel with grants totaling $500,000,
including support from the Beatrice Fox Auerbach
Foundation Fund. The new funding will support a
construction trades training program for women,
pre-employment services in collaboration with
contractors such as the Center for Latino Progress, and
pre-employment and short-term technical training in
selected “green construction” skills.
Additionally, the Hartford Foundation, in 2011,
awarded a grant of $353,415 to a partnership of
Capitol Region Education Council, Capital Community
College and Capital Workforce Partners to support
I-Best (Integrated Basic Education and Skills Training
program), a pilot project which targets residents who
have not been able to enroll in the Jobs Funnel due to
skills deficiencies. Students will receive 300 hours of
literacy education and technical skills.
“We are particularly excited about the I-Best model
because it combines adult literacy skills-building with
hands-on job training,” said Sharon O’Meara, director
of workforce investments at the Hartford Foundation.
I-Best is funded through the Hartford Foundation’s
Adult Literacy Project, which was launched in 2007
with a $1.5 million, three-year grant. The goal is to
improve and expand programs and increase
collaboration and coordination of services. Research
determined that literacy services were reaching –
despite the best efforts of agencies – only 15 percent
of those needing help.
The accomplishments of the project include the
drafting of a Capital Region Adult Literacy Plan and
implementation in 2011 of a Capital Region Adult
Literacy Partnership to bring together representatives
from education, industry, community-based
organizations, philanthropy and workforce training
organizations to implement the regional plan.
The leadership team of the partnership consists of
the Hartford Foundation, Capital Workforce Partners,
Capitol Region Education Council, State Department
of Education, Connecticut Community Colleges,
Hartford Public Schools, Hartford Public Library,
Hartford Adult Education, New Britain Adult
Education, Literacy Volunteers of Greater Hartford,
and the Center for Latino Progress.
2011 Annual Report 25

Workforce Solutions
Collaborative of Metro Hartford
This public/private partnership of organizations is
committed to a long-term, educated, economically
self-sufficient workforce possessing skills needed by
area employers.
Originally funded in 2008, in part, by a three-year
$450,000 grant from the Hartford Foundation, other
investors are Capital Workforce Partners, Nutmeg
Foundation, United Way of Central and Northeastern
Connecticut, Prudential Foundation, American Savings
Foundation and the Community Chest of New Britain
and Berlin.
The Collaborative provides financial support to
workforce partnerships in health care, manufacturing
and energy/utilities. The Collaborative’s goal is to
strengthen, sustain, and scale up the work in each
partnership to address two key issues for lowerincome
workers — lack of prerequisite basic skills and
lack of hands-on experience. Lower-income workers
will be connected to technical training using
information exchanges and knowledge bases,
referrals, and scholarships. Also, the workforce
partnerships will help develop an integrated
curriculum that incorporates hands-on experience,
which may include job shadowing, internships, and/or
on-the-job training opportunities.
Current partners are:
• ADVANCE Manufacturing Advisory Partnership:
Led by aerospace manufacturers and managed by the
Connecticut Center for Advanced Technology, Inc.,
this partnership links the career advancement of
lower-income workers to specific employer needs.
• Energy/Utilities Workforce Partnership: Led by the
Connecticut Energy Workforce Development
Consortium and managed by the Connecticut Business
& Industry Association’s Education Foundation, this
partnership supports the energy/utility sector’s current
and future entry-level workforce needs.
• Metro Hartford Alliance for Careers in Healthcare:
Led by health care employers – hospitals, communitybased
care providers, and long-term care facilities –
26 Hartford Foundation for Public Giving

and managed by the Connecticut Women’s Education
and Legal Fund, this partnership prepares residents for
middle-skill positions in the health care industry.
In 2011, the Workforce Solutions Collaborative of
Metro Hartford received a $300,000 grant to support
its work from the National Fund for Workforce
Solutions, a national funders collaborative and
network of workforce partnerships committed to
developing an educated workforce. It was one of five
local collaboratives nationwide to receive grants
totaling $2.1 million. The National Fund for Workforce
Solutions was launched in 2006 to encourage local
initiatives to strengthen and expand workforce
development partnerships across the country. National
funders include the Ford Foundation, Annie E. Casey
Foundation, Knight Foundation, Microsoft
and WalMart.
Youth Employment
Nationwide, the summer of 2011 was dismal for
youths trying to find jobs. According to the federal
Bureau of Labor Statistics, a little less than half of
people age 16 to 24 had jobs, a record low even
considering the weak economy. Only 35 percent of
African-Americans and 44 percent of Hispanics were
employed, the report said.
“When youth do not make smooth transitions
through the educational system and into the
workplace, they pay a price not only today, but also
later in life,” says a White House analysis. “…They lag
behind others with continuous educational and
work histories.”
Since the mid-1980s, the Hartford Foundation has
supported summer youth employment, first through
direct grants and later through Capital Workforce
Partners (CWP), the regional workforce investment
board. In 2007, the Foundation awarded a planning
grant to CWP to increase its school-to-career,
pre-employment and employment programs for
youth, from six weeks during the summer to
year-round.
In 2011, that program became a reality. The
Foundation awarded a grant of $500,000 to CWP for
its new year-round Career Competency and Youth
Employment Program. The program was designed to
help 1,900 students – 1,400 from Hartford – improve
their basic and career/job readiness skills in order to
graduate from high school and be prepared to meet
the needs of the local labor market growth sectors.
Students participated in job shadowing, networking,
competency building, internships, and summer jobs.
Up to 300 Hartford youth also received career
competency services during the school year.
In a complementary effort, the Hartford
Foundation and Bank of America collaborated to
award a $250,000 grant to CWP to improve the career
readiness of 150 high school students in six Hartford
high schools.
27

Capacity Building
Nonprofit Support Program
The Nonprofit Support Program (NSP) at the
Hartford Foundation is a nationally respected program
that helps nonprofit leaders strengthen their
organizations.
“We provide the tools and knowledge to deliver
services, secure and maintain an effective board,
recruit and retain qualified staff, effectively manage
finances, and make the best use of technology,” says
Annemarie Riemer, NSP director.
NSP recently participated in an independent
assessment of its services. Based on feedback from
nonprofits and consultants throughout Greater
Hartford, the study concluded that NSP offers state-ofthe-art
programming that supports organizational
elements essential for effective nonprofits.
“NSP is doing a wonderful job,” says the report by
TDC of Boston, a nonprofit consulting and research
group. “Organizations that elect to take advantage of
multiple NSP services build their capacity in significant
ways.”
Through a robust array of services, including
assessments, grants, loans and learning opportunities,
NSP helps build strong, flexible and sustainable
organizations, and encourages connections among
nonprofit leaders.
In addition to stand-alone events on current topics
of interest to nonprofit leaders, NSP also offers
g g g g g
workshops in areas of board development, executive
management, evaluation capacity, financial
management, human resources, strategic technology,
and fund development. Further, NSP offers
organizational and financial management assessment,
and grants in the areas of planning, financial
management, technology and executive transition.
Three evolving factors are expected to make these
services even more important in the years ahead:
(1) the continuing departure of executive directors
from their positions; (2) an increased interest in nonprofit
collaborations, back office consolidations,
strategic alliances and mergers; and (3) ongoing
economic challenges as government continues to
tighten its belt and competition for funds increases.
“Whatever way these changes play out, NSP
continues to be ready to provide the support needed
to strengthen the capacity of Greater Hartford’s
nonprofits,” says Annemarie Riemer.
In 2011, NSP awarded 70 grants totaling more than
$1.6 million in four categories: technical assistance,
strategic technology, financial management, and
executive transition.
For more information about the Nonprofit Support
Program, visit www.hfpg.org/nsp.
28 Hartford Foundation for Public Giving

g g g g g
OUR DONORS
Growth in charitable giving in the United States significantly
outpaced economic growth in 2011, according
to the Atlas of Giving. Americans contributed nearly
$350 billion, a 7.5 percent increase over giving in 2010.
This generosity was also reflected on a local level.
Hartford Foundation donors contributed more than
$18 million and created 24 new funds in 2011.
In addition to the “unrestricted” gifts, which allow
the Foundation broad discretion over how and where
grants are awarded, there is increasing interest from
donors who want to be engaged with their giving.
They often bring a passion for a particular issue, like
the arts or education, or want to continue their
family’s philanthropic values.
And, a growing percentage of gifts – 46 percent in
2011 – are coming from living donors, rather than
through bequests.
The intersection of these two elements – living
donors wishing to be more engaged – is often a
donor-advised fund. Last year, donor-advised funds at
the Hartford Foundation accounted for more new
funds than any other type. Contributions to donoradvised
funds also exceeded giving to any other type
of fund. In 2011, 70 percent of contributions were
made to donor-advised and other restricted funds.
By the end of 2011, the number of donor-advised
funds at the Hartford Foundation rose to 136, with
total assets of $123 million. Throughout the year, 772
grants were made from these funds totaling more
than $6.7 million, accounting for 23 percent of
grantmaking from the Foundation.
ENDOWMENT dollars by fund type
(as of December 31, 2011)
Designated
6%
Donor-Advised
17%
Field of Interest
11%
Unrestricted
46%
Scholarship
2%
Preference
18%
“Donor-advised funds provide a way for us to help
generous individuals think about their charitable
giving, enhance their knowledge about the needs of
the community, provide access to the resources and
staff of the Hartford Foundation, and offer a way for
them to involve other family members,” said Lori
Rabb, vice president for philanthropic services. “These
donors are among our most active at the Foundation
and generally very involved in the community.”
A growing number of these donors are interested
in involving their children in their philanthropy.
Donor-advised funds provide a perfect opportunity for
donors to discuss their philanthropic values and
charitable interests with children and grandchildren.
Donor-advised funds are also an attractive and
flexible alternative to private and family foundations.
Since 2007, five new donor-advised funds have been
established through the transfer of assets from private
foundations, including two in 2011. Donors often
choose this route for ease of administration
(reporting, record keeping, correspondence, grant
distribution, grant management, etc. are handled by
the Hartford Foundation) and to gain the benefit of
the Foundation’s knowledgeable staff and
grantmaking expertise.
Often, the idea of transferring assets from a private
foundation to a donor-advised fund is introduced
as a charitable solution to donors by one of their
professional advisors – accountants, attorneys,
financial advisors and others.
Professional advisors play a key role in charitable
giving to the Hartford Foundation. Philanthropic
services staff work closely with professional advisors
who advise donors engaged in estate and charitable
gift planning. In 2011, professional advisors helped
their clients create several new funds at the Hartford
Foundation. (See page 30.)
The Foundation’s giving circles continue to be
popular and provide an accessible way for individuals
to come together to contribute, learn about topics
important to the community, and recommend
meaningful grants. During 2011, members of the
Catalyst Endowment Fund explored Financial Literacy:
Building a Better Future, and members of the Latino
Endowment Fund tackled the topic, Closing the
Achievement Gap. (See pages 34-37.)
For more information about how the Hartford Foundation
can help you achieve your charitable goals,
contact Lori Rabb at 860-548-1888 or lrabb@hfpg.org.
2011 Annual Report 29

Professional Advisors
Since its inception, the Hartford Foundation for Public
Giving has had the privilege of working with many
professionals, including accountants, attorneys, financial
advisors, insurance professionals and others, who connect
their charitably-inclined clients with the Foundation’s
resources.
We would like to recognize and thank the
following professional advisors who have supported
the Foundation by working with clients on charitable
gift planning.
To learn more about the various ways in which the
Foundation can be a resource for you and your clients,
please contact Sally Weisman at 860-548-1888 or
sweisman@hfpg.org.
(Please inform Sally if your name should be added
to the list below.)
Samuel Acquaviva
James Chapman
John Flanagan
Robert E. King
Sharon Alleman
Stefan Chernesky
William R. Fleming
Steven C. Kleinman
Eileen Foley Allgrove
Mark S. Ciaffaglione
Stephen K. Gellman
Glenn E. Knierim, Jr.
Calvin M. Allsop
Joseph Cipparone
Christiana N. Gianopulos
Linda C. Knierim
Gordon Anderson
Ronald L. Cipriano
Lisa M. Gilmore
Bernhard L. Kohn, Jr.
Rudolph P. Arnold
Adam P. Cohen
Suzanne Giuffrida
Mark F. Korber
Morris W. Banks
William H. Connelly
Charles H. Gleason
Neil W. Kraner
Christian L. Barner
Brendan T. Conry
William Gombatz
Edward F. Krzanowski
James H. Barnes
Maureen S. Cosgrove
Thomas C. Grant
Marvin H. Lapuk
John H. Barnes
Pamela M. Cronin
Susan M. Grayson
Kevin C. Leahy
A. Dunham Barney
Jeffrey L. Crown
Philip D. Growick
Matthew J. Lefevre
Mary L. Barrow
Milagros Cruz
Stephen M. Guest
Frank Leone
Lisa G. Behan
Jeffrey P. Cullen
J. Hanson Guest
Andrea J. Levine
Frank S. Berall
Peter F. Culver
Marcia W. Haas
Robert B. Levine
Robert Berger
Nancy G. Dean
J. C. David Hadden
Thomas D. Lips
John A. Berman
Elizabeth A. DeBassio
Robert M. Hadley
Michele D. Loughlin
Marcel Bernier
Gerald D. DesRoches
Robert M. Haggett
Anthony Ludovico
Christel Ford Berry
Bruce Devlin
Bryon Harmon
Amy Lynch
James T. Betts
Noreen A. Dillman
Gerard O. Haviland
James B. Lyon
Robert J. Bingham
Thomas M. Divine
Nicole J. Herbst
Stuart E. Magdefrau
Edward Blumenthal
William T. Donahue
John Horak
S. John Malinowski
Suzanne S. Bocchini
John E. Drew
Gray Horn
Richard A. Marone
Lucien Bolduc
Christopher S. Drew
Denis M. Horrigan
Mary Mattke
Kathleen F. Bornhorst
John H. Driscoll, Jr.
Paul A. Hudon
Robert B. Mauterstock
Christopher T. Borowiec
Charles E. Drummey
Robert C. Hunt, Jr.
Kevin McCann
Paul L. Bourdeau
John Eckel
John R. Ivimey
Linda J. McDowell
Peter B. Brainard, Jr.
Ronald Eleveld
Claudia Jacques-Soto
Richard C. McKenna
Harold C. Buckingham, Jr.
James W. Fanelli
Edward S. Jason, Jr.
Nancy Z. McLucas
Vincent "Jim" Cama
Susan H. Farwell
Douglas A. Joseph
Alan M. Mendelson
James T. Canivan
Steven M. Fast
James M. Joseph
Paul E. Mersereau
Laura A. Carrubba
Robert B. Fawber
Thomas P. Kane, Sr.
Natale A. Messina
Alfred R. Casella
Nancy B. Fellinger
Frederick J. Kaplan
Stephen B. Middlebrook
Coleman H. Casey
Danielle P. Ferrucci
Peter G. Kelly
Lillian Babins Miller
Karen Jansen Casey
Joseph D. Filomeno
Judith M. Keppelman
Charlotte M. Mitchell
Daniel P. Casper
Robert W. Fiondella, Sr.
Douglas E. Kerr
David Noel Morales
Brett J. Cavalieri
Marianne Lassman Fisher
Benjamin D. Kille
Rick Morin
Peter Chadwick
Thomas M. Flanagan
Edmund S. Kindelan
Sheila S. Moses
30 Hartford Foundation for Public Giving

Members of the Professional Advisory Committee (l-r), seated: Maureen Zavatone, Barbara Taylor, Morris Banks,
Christel Ford Berry, Monique Polidoro; standing: Danielle Ferrucci (chair), Louise Pisarski, James Russell,
Benjamin Kille, Douglas Kerr, Stephen Whittemore, Stuart Magdefrau, Christopher Drew, Alfred Casella, Daniel Casper,
Mark Neikrie, Nancy Fellinger, Jeffrey Winnick (Not pictured: Lisa Gilmore, Kevin Leahy, Michele Loughlin,
Alan Nathan, Barbara Randolph, Heather Rhoades)
Kevin P. Mullane
William T. Rabbitt
Edward B. Spinella
Peter Weston
Frederick J. Mullen, Jr.
John W. Rafal
Victoria Staebler
Mark R. Wetzel
Michael F. Mulpeter
Barbara J. Randolph
Edmund Staley
Stephen P. Whittemore
Robin S. Murdock-Meggers
Jacqueline Reardon
Lawrence M. Storm
Eliot P. Williams
Margaret M. Murphy
John H. Reid, III
John Stout
Donald P. Wilmot
Arthur M. Nassau
Heather J. Rhoades
Michael C. Strathearn
Jeffrey M. Winnick
Alan J. Nathan
Donna C. Richards
Janet S. Stulting
John Wohler
Mark H. Neikrie
Donald P. Richter
Maurice J. Sturm
Gary T. Wolff
Leigh A. Newman
Ezra H. Ripple IV
Peter A. Sturrock
Martin Wolman
Brian J. Newman
Thomas Ritter
David W. Sullivan
Andrew R. Worthington
F. William O'Connor
Lewis J. Robinson, Jr.
Edward G. Sullivan
Rebecca Zappone
Matthew J. O'Keefe
Vincent E. Roche
John O. Tannenbaum
Maureen O. Zavatone
John J. O'Neil, Jr.
Linda Rockhill
Barbara A. Taylor
Louis B. Obermeier
Connie Roher Kearns
Michael A. Tedone
Vincent W. Oswecki, Jr.
Donna L. Roseman David
Richard E. Thibodeau
R. Tracy Page
Jan C. Rosenthal
Joseph P. Toce
Leo Palliardi Jr.
Mark Rousseau
Cherie Trice
Lynne L. Pantalena
James G. Russell
Tom Trumble
George Pare
Rafael A. Santiago
Barbara Van Deusen
Alan S. Parker
Donald R. Seifel, Jr.
Donna D. Vincenti
David B. Payne
Jeanmarie B. Shea
Paul J. Volpe
Kelley Galica M. Peck
Brian J. Sheehan
Barbara C. Wagner
William R. Peelle Jr.
Sandra Sherlock-White
Brant Walker
Brewster B. Perkins
Mary G. Shopis
Lyn Gammill Walker
Louise E. Pisarski
Gina D. Silvestri
Patrick Weiler
Carlos M. Pita
Thomas M. Sliney
Raymond Weinstein
Monique R. Polidoro
Robert D. Smith
Eliot M. Weissberg
Craig Raabe
Robert H. Smith, Jr.
Pamela Partridge West
2011 Annual Report 31

Legacy Society members Francine Christiansen (l) and Susan Aller (r) at Inspired Giving: Just for Women
g g g g g
Legacy Society
The Legacy Society honors a special group of donors who have made a
provision for a legacy gift to the Hartford Foundation as part of their will,
estate and/or financial plan. These might include bequests in wills or
testamentary trusts, gifts of retirement assets, gifts that pay lifetime income
to one or more individuals, or gifts of insurance policies. We gratefully
acknowledge these donors for their generosity, foresight and leadership
in creating an enduring legacy for Greater Hartford.
For information on becoming part of the Legacy Society, please contact
Lori Rabb (lrabb@hfpg.org) or Sally Weisman (sweisman@hfpg.org)
or call 860-548-1888.
Legacy Society Members
Ruth D. Abbott*
Robert and Mary Abel
Charlotte M. Acquaviva
John O. and Juanita J. Alden
Susan B. Aller
Lee* and Margot Allison
Carole B. Amaio
Anonymous (71 members)
Robert* B. and Gladys T. August
Gemma C. Baker
Michael and Deborah Bangser
Edward B. Bates
Mr.* and Mrs. C. Gordon Beckwith
Maxwell M. Belding
John A. and Laura Berman
John E. Blair
Fred* T. and Mary Blish
Richard and Barbara Booth
Eleanor Dickinson Borrup
James C. and Beverly Boyle
Nancy C. Braender
Joan E. Brown
Harold C. Buckingham, Jr.
Jerome* E. and Eleanor Caplan
James and Margaret Carroll
Anne H. and Robert E. Carroll, Jr.
Howard L. and Sue Carver
Roxanne C. Cave
Marie Anne Chabrier*
Gail Champlin
Blair Childs
Mr. and Mrs. David L. Childs
Stephan L. and
Francine L. Christiansen
Pamela Churchill
David and Anna Clark
Mr. and Mrs. William J. Cochran
Barbara V. G. Coffin
Michael and Naomi Cohen
Sara Marcy Cole
Lois M. Comstock
Anne A. Conklin*
Mr. and Mrs. William H. Connelly
Alison Coolbrith and Barry Lastra
James and Marian Cox-Chapman
Mary H. Crary
David* and Mary Gay Creedon
James M. and Pamela M. Cronin
Harold* C. and Doreen Davis
Ethel Davis
Mr.* and Mrs. Raymond H. Deck
32 Hartford Foundation for Public Giving

V.E. Dent and Donald J. Blust
Margaret W. Dewing
John* and Barbara Donahue
Arline B. Duley
Robert and Gladys Dunn
Beverly B. Eaton and
Edward* C. Eaton, III
Mrs. John E. Ellsworth
James F., Jr. and Isabelle S.C. English
Dr. Stanley Fellman
Helen L. Fine
Janet Newell Fisk
Robert and Linda Forrester
Ellen and John Franklin
J. Hörl Freiday
Hon. and Mrs. D. Stephen Gaffney
Jacquelyn M. T. Glynn
Robert B. and Francine Goldfarb
Hoyt and Sally Goodrich
Norman A. Grabowski, Jr.
Rev. and Mrs. Peter Grandy
Ellsworth S. Grant
Peter Grant
Harry J. Gray*
Nancy D. and Robinson A. Grover
Christopher H. Hall and
Felicity Anne Harley
Frederick J. and Astrid T. Hanzalek
Elwyn and Elsie Harp
Sara L. Harrigan
Virgil* and Dorothy* Hartzog
Charles E. Heilig*
Dennis G. Hersh
Madelyn C. Hickmott*
John W. and Marcia W. Hincks
Frederica and Art Hoffmann
Shepherd M. Holcombe
Joseph K. Hooker*
Barnaby and Catherine Horton
Margaret* C. and
Wallace* R. Hughes
Marianne F. Jahn
Herbert Johnson*
Dennis A. and Donna E. Jolly
Constance H. Jones
Anastasia Kalvoda
Linda J. Kelly
Mr. and Mrs. Martin Kesten
Donna and John Kidwell
Jim and Jessie Kingston
Patricia Ann Kiser
David and Janice F. Klein
Mark F. Korber
Anne* C. and Lee G. Kuckro
John and Mary Lawrence
Sandra A. Lee
Mr. and Mrs. W. G. Legrow
Jane A. Lennox
Harriet B. Lidgerwood*
Mr. and Mrs. Charles R. Lindberg
Thomas and Margah Lips
Elaine Lowengard
Bertha E. Lucas
Mr. Lawrence J. Lunden
Mary and Ken MacCormac
Mr. and Mrs. Thomas E. Mahoney
Antoinette Shippen Mason
Louise L. McCormick
Alan M. Mendelson
Stephen and Patricia Middlebrook
Worthington “Mike”* and
Nancy B. Mixter
Mr. and Mrs. E. Laird Mortimer, III
Mrs. Mary R. Moses
Mr. W. Howie Muir
Mark and R. Carol Muradian
Hap Murphy and Catharine W. Reid
Mr.* and Mrs.* J. Read Murphy
Mr.* and Mrs.* John S. Murtha
Ann Faude Newbury
Hon. Jon O. Newman
Don and Brad Noel
Mr.* and Mrs. William J. Olsson
Mr. and Mrs. Warren Packard
David B. Payne
Raymond J. and Elizabeth C. Payne
Agnes S. and William R. Peelle, Jr.
Patricia K. Pendergrast
Brewster B. Perkins
Arthur E. and Sheila Phillips
Justin Piergrossi
Anne Bingham Pierson
Dina L. Plapler and Earl F. McMahon
Barbara S. Podann
Claire M. and Millard* H. Pryor, Jr.
Lori and Stephen Rabb
Rod and Janice Reynolds
Belle K. Ribicoff
John H. and Sali G. Riege
Jack and Susan Ritchie
Mr. and Mrs. Paul Robotham
John and Caroline Rohrbach
Bert and Betty Rosen
Kenneth and Susan Rubenstein
Richard and Lea Rubenstein
Olive Rudolph
Peter and Betsy Russell
Mr. and Mrs. R. Malcolm Salter
Carol Santry-Covello
David* C. and Jean T. Sargent
William A. and
Maxine Rothe Schortman
Lewis* S. and Sylvia S. Sheketoff
Marcie Shepard
Ralph M. and Ruth K. Shulansky
Stephen and Amy Lynn Silverman
Caryl and Robert Siskin
Anne Cremer Smith
Esther Spafard
W. Howard* and Mary Alice Spencer
Henry “Skip” Steiner
Katharine H. Steinwedell
Edward and Marilyn Stockton
Leslie M. Stophel
Edward A. Suisman*
Michael Suisman
Melinda Martin Sullivan
Elinor Baird Talbott*
Carol and Kink Terry
Margaret and Calvert* Thomas
Robert P. Tucker
Deborah and Carl Ullman
Michael J. Vanderlaan
Gretchen L. vanHoosier
Mr. and Mrs. Bernard S. Vinick
Jean B. Vogel
Mr. Paul J. Volpe
Lyn Gammill Walker
Judith S. Wawro
Sally J. Weisman
Mr. and Mrs. Richard M. Wenner
Richard G. West
Mr. and Mrs. Michael S. Wilder
Sherwood S. and Magrieta L. Willard
Joyce C. Willis
Jan Winkler and Hermine Drezner
Sandra B. Wood
Henry M. Zachs
Judith M. Zachs
Gerard F. Zak
* a donor, now deceased, who established
a gift that continues to benefit one or more
individuals before coming to the Foundation
2011 Annual Report 33

Catalyst Endowment Fund
Before Lisa Bolton participated in
Community Renewal Team’s
Financial Literacy Institute, she
“lived paycheck to paycheck with
no outlook to better budget my
money to make it work for me.”
Now, Lisa tracks her spending,
has set a realistic budget for
herself, learned how to improve
her credit score, and is saving for a
new car. The program “really
motivated me to want more out of
life” and prepared her to achieve
her goals.
In 2011, Catalyst Endowment
Fund members heard from Lisa and
others as they examined the issue
of financial literacy and how it is
affecting residents of Greater Hartford.
They learned that just over 60 percent of Connecticut
residents find it difficult to cover monthly expenses. More
than 50 percent of residents said their spending was
more or equal to their income, and only 20 percent are
spending less than their income. Poor financial decisions
can have long-term effects on household stability,
particularly for those with little or no financial cushion.
Catalyst members learned that programs helping
individuals need to be relevant, timely, actionable,
on-going and evidence-based. The most successful
programs require a great commitment from participants.
Catalyst members heard from several area nonprofits
that provide financial literacy programming and
attended workshops just like financial literacy clients
would. They learned about budgeting, managing credit,
making smart housing choices, and how kids can learn
financial literacy beginning at a very young age.
Catalyst members then recommended a grant of
$50,000 be awarded to Co-opportunity from the Catalyst
Endowment Fund to help fund a financial literacy
program for parents whose children attend the Alfred E.
Burr Elementary School in Hartford.
Ninety parents will participate in general financial
literacy classes. From this number, 25 low- to moderateincome
working women will be recruited to participate in
specific financial literacy services under the direction of a
personal financial coach. The women will meet regularly
over a year as a group and in one-on-one sessions with
2011 Catalyst Steering Committee members (l to r): Andrew Worthington, Diane
Foley, David Williams, Francine Christiansen, Bob Cave, Susan Reinhart, Ellen See,
Bob White, Bob Hall. Missing: David Klein, Deborah Kleinman, Kim Pita
their coach to establish financial goals, create and use
family spending plans, establish recordkeeping systems,
create emergency savings, and identify barriers to goals
attainment.
“We know a family’s financial condition impacts a
child’s academic success so we are grateful to the Catalyst
Endowment Fund for the opportunity to bring a suite of
financial education and counseling services, including our
proven financial coaching program, to parents at
Hartford’s Burr School,” said Donna Taglianetti, executive
director of Co-opportunity.
With this grant, the Catalyst Endowment Fund has
awarded a total of $612,500 over 19 years in support of
Greater Hartford nonprofits. Each year, Catalyst members
choose a topic to study, hold meetings to learn from
experts, and then make grant recommendations.
The Hartford Foundation pools and invests annual
donations (of at least $500 per membership) from
Catalyst members to fund the grants.
In 2012, Catalyst members are examining Beyond Basic
Training: Job Readiness for Veterans.
Learn more about the Catalyst Endowment Fund at
www.hfpg.org/catalyst or by contacting Betty Ann Grady
(860-548-1888 x1055 or bagrady@hfpg.org).
34 Hartford Foundation for Public Giving

Catalyst Endowment Fund Members 2011
Peter and Bobbie Bartucca
Mark and Ami Belsky
Albert and Marilyn Boehm
Michael Brett
Eleanor Caplan
Bob* and Jane Cave
Francine* and Stephan Christiansen
Kyung Chung
Randall and Nancy Clark
Newton and Patricia Clark
Brian and Susan Clemow
Kevin and Kathleen* Costello
Bill and Ann Cronin
Bill and Ilona Crosswhite
Howard and Shirley DeLong
Jack and Stacey DiPiazza
Ned and Susan Dunn
Diane* and Joseph Foley
Carol Garlick
Bill and Maureen Goldfarb
Bob and Frankie Goldfarb
Bob and Lee Goode
Arnold and Beverly Greenberg
David and Sara Hadden
Bob* and Marcia Hall
Wendy Haller
Ross and Susie Hatch
Cal and Susan Heminway
John and Marcia Hincks
Lee and Carolyn Hoffman
Dick and Beverly Hughes
David and HB Kaplan
John Kelsey and Katherine Kane
Linda J. Kelly
Rick and Judy Keppelman
John and Donna Kidwell
David* and Jan Klein
Debbie* and Steve Kleinman
Tom and Margah Lips
Brendan and Mimi Lynch
Ken and Mary MacCormac
Mimi Mead
Paul and Clare Meade
Chris and Susanne Morrill
Laird and Ann Mortimer
Frances Moulton
Judith Nellen*
Roy and Nancy Normen
Martha Page and Bill Young
Lou and Chris Pandolfe
James Parker
Matthew Pasternak
Kim* and Paul Pita
Earl McMahon and Dina Plapler
Evan Cowles and Brie* Quinby
Michael and Elizabeth Reilly
Susan* and Dick Reinhart
Steven and Nancy Roberts
Mark and Claudia Rousseau
Vance Zavela and Jean Schiro-Zavela
Ellen and Ted See
Skip and Jo Sly
Patricia Snyder
Kathy Steinwedell
Ed and Marilyn Stockton
George and Dottie Stone
Michael Bonzagni and Ann Thomas
Spencer and Sarah Thrall
Dan and Jan Tracy
Tom and Dougie Trumble
Cindy Tseng
Carl and Deborah Ullman
Barbara Ulrich
Cary Wheaton
Bob* and Mary Ellen White
Gary and Diane Whitney
Thom and Pat Wildman
Sherwood Willard
David* and Pamela Williams
Tony and Joanna Woodin
Andrew* and Kathleen Worthington
Ira and Gail Yellen
*current steering committee member
Catalyst members Dan Tracy and Mally Cox-Chapman
g g g g g
35

Latino Endowment Fund
According to Allan Taylor, Connecticut State Board of Now in its third year, the program received the 2011
Education chair, closing the education achievement gap Robert J. McKenna Award for Program Achievement
will take money and energy.
from the New England Board of Higher Education, and
“There are really two questions to focus on: 1) How do has received funding from the WalMart Foundation
you most effectively spend your money to assist closing and the U.S. Department of Justice.
the achievement gap? 2) How can you spend your energy Adjusting to college life was a challenge for the
closing the achievement gap?”
students, but they cited the extra support, mentors and
In mid-May 2011, Allan Taylor and Mayra Esquilín, academic tutoring as essential to their success. Sixteen of
executive director of Hartford Areas Rally Together, spoke the 19 students who enrolled in the program’s first two
at La Brecha: Closing the Achievement Gap, a forum held years are still enrolled at Eastern as sophomores
by the Latino Endowment Fund.
and juniors.
The forum attracted about 60 people – members of The Latino Endowment Fund works to increase
the Latino Endowment Fund and others who are
philanthropy within the Latino community and to
interested in learning more about the
education achievement gap and its
impact on Hispanic students.
“I was very pleased when I was
approached to be a member of
this panel about the education
achievement gap,” said Esquilín.
“I think we have certainly defined
it in this state; in fact we have become
the poster child for it for the nation,
especially among Latino children.”
The severity of the problem has
prompted the Latino Endowment
Fund to continue its exploration of
the issue and potential solutions for Hyacinth Yennie, Walter Diaz, Richard Serrano and Bill Putt at La Brecha:
several years now.
Closing the Achievement Gap, a forum hosted by the Latino Endowment Fund
Later in 2011, nearly 50 people
heard from students of the Dual
Enrollment Program at Eastern Connecticut State
strengthen nonprofits working to improve the quality of
University.
life of Latino residents. Members examine issues affecting
The program targets students from Hartford Public the Latino community and recommend grants from the
High School who have the determination and potential fund to address these issues. Since the Fund’s creation in
to succeed, but who had not planned to attend college, 2003, grants totaling $120,000 have been awarded to
explained ECSU president Elsa Núñez. The students agencies that serve the Latino community.
co-enroll at ECSU and Quinnebaug Community College, For more information about the Latino Endowment Fund,
living on ECSU’s campus and taking classes at both
contact Betty Ann Grady at 860-548-1888 or
schools. The students also receive a host of support
bagrady@hfpg.org or visit www.hfpg.org/latino.
services to aid their success.
36 Hartford Foundation for Public Giving

Members of the Latino Endowment Fund Steering Committee (l-r): Evelyn LaFontaine, Barbara Fernandez,
Germán Bermúdez , Rosaida Rosario and Estela López
g g g g g
Latino Endowment Fund Members 2011
Vincenta Alvierio Memorial Fund
at the Community Foundation
of Greater New Britain•
Sarita Arteaga•
Michael and Deborah Bangser•
Germán* Bermúdez
Luis* and María Cabán•
Carl Chadburn•
Jenny Correa
Lillian Cruz•
Milagros Cruz•
Jeannette DeJesús•
Kenneth DeLisa
Marilyn Diaz•
Francisco* Donis
Rosanne Druckman and
Larry Scherzer
Barbara* Fernandez•
Juan and Helene Figueroa•
John Fonfara•
Sandy Wood Forand•
Marilda* Gándara and
Scott O’Keefe•
Augusto* and Nancy Gautier•
Sonia Gaztambide-Vila and
Jose Gaztambide•
Oscar Gonzalez•
Gladys and George Hernández•
Ramon Jimenez and
Carina Oltmann-Jimenez
Linda J. Kelly
Christina Kishimoto
Evelyn* and Hernan LaFontaine
Estela* López and Harry Marin•
Roberto and Frances Medina•
Yvette* Meléndez•
Dr. Serafin Méndez-Méndez•
Julio Mendoza•
Iris Nieves-Cross and Walter Cross•
Cesar Noble•
Elsa Núñez
Lillian Ortiz•
Luis and Rita Ortiz•
Eddie and Maria Perez•
Kim and Paul Pita
Richard and Colleen Porth•
Enid* Rey and Freddie Valentin•
Magdalena (Bessy) Reyna and
M. Susan Holmes•
Paul and Patricia Robotham
Antonio Rodriguez•
Peter and Pamela Rosa•
Rosaida* and Roberto Rosario•
Rafael and Robin Santiago•
Raquel Santiago-Martinez•
Sydney Schulman and
Elba Cruz Schulman•
Hubert Schwan and
Nelly Rojas Schwan•
Jenny Smith•
Rosa Soler
Southside Institutions
Neighborhood Alliance •
John Soto•
Gladys and Ulises Toledano•
*current steering committee member
•charter member
2011 Annual Report 37

TYPES OF FUNDS
g g g g g g g g g g g g g g g
People who want to create or contribute to a
fund at the Hartford Foundation have a range
of options. Donors can choose the type of
fund that best suits their particular circumstances,
goals for giving, and desire for involvement.
A brief description of the types of funds
available is found below and more information
is available at www.hfpg.org/typesoffunds.
Unrestricted Funds are the life-blood of a
community foundation. Donors authorize the
Foundation to use the fund’s net income for
grants wherever the greatest needs arise.
A $10,000 minimum contribution is needed
to establish an unrestricted fund.
For a list of Unrestricted Funds
at the Foundation, see pages 52-57.
Donor-Advised Funds are created by donors
who wish to remain actively involved with the
grantmaking from the fund. Donors may
recommend specific grants; they may also consult
with the Foundation’s staff for guidance on
effective grants in their area of interest. A $50,000
minimum 1 contribution is needed to establish a
donor-advised fund.
For a list of Donor-Advised Funds
at the Foundation, see pages 48-49.
Preference Funds are created by donors who
request that the Foundation consider certain
organizations, causes, communities and/or
populations when making grants from the fund,
taking into account changing times and conditions.
A $10,000 minimum contribution is needed to
establish a preference fund.
For a list of Preference Funds
at the Foundation, see pages 50-51.
g g g g g
g g g g g g g g g g
Field of Interest Funds are designed by the donor
to accomplish a broad charitable goal or purpose
such as improving health care, elementary
education, or the region’s cultural life. Donors direct
the Foundation to target funds to this topic or cause,
focusing dollars on the most promising organizations
working in the field at any given time. A $10,000
minimum contribution is needed to establish a field
of interest fund.
For a list of Field of Interest Funds
at the Foundation, see pages 49-50.
Designated Funds are created by donors who wish
to specify one or more organizations to receive all or
a portion of the income from the fund annually.
The Foundation carries out the donor’s directions,
ensuring that the named agency continues to use
the net income to achieve current charitable
purposes. A $10,000 minimum contribution is
needed to establish a designated fund.
For a list of Designated Funds
at the Foundation, see pages 47-48.
Individual Scholarship Funds are created and
supported by donors to help area students afford a
college education. Donors can create a fund with
specific selection criteria and may participate in the
selection process. A $50,000 minimum contribution is
needed to establish an individual scholarship fund.
The General Scholarship Endowment Fund
combines contributions, of any amount, and invests
them in order to generate income that funds the
Hartford Foundation’s scholarship program for high
school students from the region. Cumulative
donations of $10,000 or more may be converted into
a named award.
By contributing any amount to the Community
College Scholarship Fund, donors can help
students from the Greater Hartford area pursue an
education – and job training – at a community
college in the region. Cumulative donations of
$10,000 or more may be converted into named
award.
For a list of Scholarship Funds
at the Foundation, see pages 51-52.
38 Hartford Foundation for Public Giving

g g g g g g g g g g
The Catalyst Endowment Fund is an endowed
fund created by donors who pool their contributions
of $500 or more per year, explore an issue critical to
the region, and join together to recommend grants
from the fund to nonprofit organizations tackling
that issue.
For more information about Catalyst and
a list of members, see pages 34-35.
The Latino Endowment Fund is a fund created by
individuals who are committed to investing in a
better life for the region’s Latino residents. Annual
gifts of $250 or more are pooled in an endowed
fund; members collectively learn about issues and
challenges facing Latinos in Greater Hartford, and
recommend grants to organizations working for the
benefit of the Latino community.
For more information about creating or
contributing to a fund at the Hartford Foundation,
please contact Lori Rabb (lrabb@hfpg.org)
or Sally Weisman (sweisman@hfpg.org)
or at 860-548-1888.
1
A donor-advised fund may start at $25,000 and grow
to $50,000, but the minimum fee of $500 will apply,
and grants may not bring the fund balance below $25,000.
For more information about the Latino Endowment
Fund and a list of members, see pages 36-37.
39

g g g g g
New Funds and Planned Gifts
The following new funds and planned gifts
were created in 2011. The Hartford Foundation
is proud to partner with these individuals,
families and organizations to improve the
quality of life in our region. Enjoy reading
their stories and the inspiration behind
their generosity.
Biscoe Family, circa 1969
Anonymous Fund
Deferred Charitable Gift Annuity
Through the generosity of an anonymous
donor, a deferred charitable gift annuity was
established. This planned gift will provide for a
predictable source of retirement income to
begin at a future date while ensuring a legacy
of charitable support. The fund that will be
established with the remainder will support the
Hartford Foundation’s work in the nonprofit
community.
Anonymous Fund
Charitable Gift Annuities
A generous couple established individual
charitable gift annuities, which will provide a
fixed source of income for them during their
lives. As a result of their generosity, 85 percent
of the remainder will be added to their named
funds and 15 percent will be added to the
Hartford Foundation’s unrestricted endowment.
Anonymous Fund
Donor-Advised Fund
Generous donors established this donoradvised
fund to support organizations providing
programs and services in the areas of health
and education in the Greater Hartford region,
in Africa and in the Caribbean. They will also
use the fund to pass on their charitable values
to the next generation.
Lilly Palmer Biscoe and Eloise Palmer
Biscoe Mother/Daughter Fund in Memory
of Earl Biscoe, Jr. and Earl Biscoe III
Field of Interest Fund
Lilly Palmer Biscoe led a fulfilled life, writing
and giving book talks throughout Connecticut,
traveling the world, gardening, and serving
as an active member of her church and
community. Above all, Lilly was a loving wife to
her husband of 59 years, Earl Biscoe, Jr., and
devoted mother to their two children, Earl III
and Eloise. Encouraged by her mother, Eloise
has been a dedicated teacher in the Boston
Public School system for over 20 years. It was
their shared interest in education that inspired
Lilly to establish this mother/daughter fund in
February 2011 to support education in the
Greater Hartford region, wherever the need is
the greatest. When Lilly passed away a few
months later, the Foundation received a
generous addition to the fund through her
estate plans. This endowed fund will serve as a
lasting legacy of Lilly, Earl and Earl III’s lifetime
achievements and will benefit children
throughout the community for years to come.
40 Hartford Foundation for Public Giving

The Lyman B. Brainerd Family
Foundation Fund
Donor-Advised Fund
Lyman B. Brainerd, born in Hartford,
Connecticut, was truly one of Hartford’s native
sons. Whether through his 40-year career at
Hartford Steam Boiler Inspection and Insurance
Company, including 24 years as president,
serving as a director of several Hartford
corporations, or his many years as chairman
of the board of trustees of Trinity College,
Mr. Brainerd’s career exemplified leadership and
service. After his retirement, he served as a
literacy tutor and volunteered in the Bloomfield
Public Schools. The Lyman B. Brainerd Family
Foundation Fund was established at the
Hartford Foundation with the assets of The
Lyman B. Brainerd Family Foundation, Inc.
His family is pleased to honor their father, and
is committed to perpetuating his ideals and
philanthropic values.
Barbara M. Crampton Fund
Unrestricted Fund
Barbara Crampton thoughtfully included the
Hartford Foundation in her estate plans, leaving
a gift that created this unrestricted fund.
Barbara was born in Hartford, and lived in West
Hartford and Bloomfield. She and her late
husband Richard raised three children, and she
was actively involved in their schooling and
activities. Barbara passed away in December
2010 at the age of 93. Her bequest gift to the
Hartford Foundation will help to support a
variety of needs in the Greater Hartford region.
Paul H. Eddy and Elizabeth J. Normen Fund
Donor-Advised Fund
Elizabeth Normen and Paul Eddy have always
been closely connected to the Hartford area in
both professional and volunteer roles. Paul
currently serves as the president of the board of
Hill-Stead Museum and has long served on the
board of Riverfront Recapture. Elizabeth is
publisher of Connecticut Explored, the magazine
of Connecticut History co-published by Hartford
Public Library and the Connecticut Humanities
Council. She also serves on the board of
Connecticut Landmarks. After working with a
commercial charitable gift fund for several years,
Paul Eddy and Elizabeth Normen
they decided it made more sense to work with
the Hartford Foundation’s donor-advised fund
program and set up a new fund in early 2011.
Paul and Elizabeth’s primary interest is in arts and
heritage in the Greater
Hartford community.
FPA Connecticut Valley
Chapter Scholarship Fund
Scholarship Fund
The Connecticut Valley
Chapter of the Financial
Planning Association, a professional
organization of over
200 professionals dedicated
to serving the financial Christopher Lee, Nancy Fellinger,
planning needs of individuals,
families and businesses,
and Eliot Weissberg of the FPA
has established a scholarship fund for those
who are currently enrolled or plan to enroll in
the financial planning certificate program at
Manchester Community College. “The need for
professionals with the breadth and depth of
knowledge and adherence to a strict code of
ethics as demanded by this certification has
perhaps never been greater,” said chapter
president Nancy Fellinger. “We are very excited
to have this opportunity to work with the
Foundation as we look to help provide scholarship
funds for individuals seeking to enter the
field of financial planning.”
Richard and Joanne
Gates Fund
Unrestricted Fund
The late Dick and Jody
Gates were married in
1946 and lived their entire
married life in West
Hartford. Their
involvement in the
Richard and Joanne Gates
community was broadly
based. While building a successful
wire and cable manufacturing company,
Dick and Jody acted on their keen commitment
to Greater Hartford and founded the Jodik
Foundation to support local nonprofit projects
throughout the area. Together they supported
programs in education, health and the arts with
major support for the Bushnell’s Belding Theater
acoustical system and the construction of the
educational-kitchen wing at the Noah Webster
House in West Hartford. The Jodik Foundation
was terminated in 2002 but the family’s
philanthropy continued when the Hartford
Foundation was named as one of the remainder
beneficiaries of the Gates’ charitable remainder
trust, which will provide ongoing unrestricted
dollars to Hartford nonprofits.
2011 Annual Report 41

The Giving Tree Fund See feature story on page 14.
Junior League of Hartford Endowment Fund
Designated Fund
In an effort to enhance its ongoing ability to
Junior League members, 1920s promote volunteerism, develop the
potential of women and improve
the community, the Junior League
of Hartford has established the
Junior League of Hartford
Endowment Fund. Thanks to the
generosity of several dedicated
members, this fund will ensure that
the Junior League of Hartford will
have the resources to continue to
fulfill its mission for years to come.
“We are thrilled that the endowment
fund has been established
in this, the Junior League of
Hartford’s 90th year. The fund will
serve as a gift to the women who
will be Hartford’s leaders
tomorrow from the women who
Junior League members, 2011 are its leaders today, ensuring
that the League will remain a vital, relevant
organization in which women can gain
experience, skills and friendships well into the
future,” said Wendy Avery, League president.
Muriel Neall
Ruth Kellogg Fund
Field of Interest Fund
Ruth Kellogg grew up in Waterbury, Connecticut,
one of nine siblings. She and her late husband
Alonzo lived in Newington for many years. Ruth
was employed by the Southbury Training School,
and was a devoted mother to her only child,
Scott. “Scotty” lived a full life in spite of his
special needs. He worked for some time at the
Phoenix Insurance Company. Scotty was
enthusiastic about sports, travel, food and
camping. He participated in Special Olympics and
the HARC Bowling Club. When Ruth died in 2006,
she left a trust to benefit her son. Scotty passed
away in May 2011, and the trust remainder came
to the Hartford Foundation to create this fund.
The Ruth Kellogg Fund will continue Ruth’s
nurturing ways by helping to support the medical
and residential needs of the poor in the
Greater Hartford region.
Muriel B. Neall Fund
Field of Interest Fund
The late Muriel Barrows Neall grew up in
Plainfield, New Jersey. She was a graduate of
Sweet Briar College, and served with the
American Red Cross during World War II.
She worked for the Trinity Episcopal Church in
Hartford, and was a member of the Hartford
Foundation staff. For many years, she was also
the wharfinger (the keeper of the wharf) on the
town dock in Marion, Massachusetts. She was
known as a loyal friend and a proper lady.
Predeceased by her husband and son, Mrs. Neall
left a bequest to create this fund to support the
needs of people who are physically and/or
mentally disabled. She will be forever
remembered through this fund and the
care it provides.
John Padbury
John J. Padbury
Memorial Fund
Designated Fund
John Padbury was known to many
in the Manchester community as a
devoted family man, a good
friend, a champion of children and
an active board member of the
Manchester Area Conference of
Churches (MACC). During his life,
he dedicated hundreds of volunteer hours to
MACC, including the establishment of the “Milk
Fund” in 2005, to ensure that families with
children served by MACC would never be without
fresh milk. When John passed away in January
2011 at age 94, his daughter Nancy Fish and
granddaughters Jennifer Ancona, Karen Fish
Malters and Stephanie Fish, established this
designated fund in his memory. The fund will
provide annual support to MACC and its mission
of providing emergency assistance during times
of crisis to individuals and families in the
Manchester and Bolton areas.
Mae Passini and Juliet Anderson
Memorial Fund
Scholarship Fund
The late Frank T. Passini was a resident of
Simsbury. In memory of his wife Mae Alice Passini
and his step-daughter Juliet Anderson, he made a
provision in his will to establish a scholarship
fund. For many years, the fund was managed by
Simsbury High School and Bank of America; in
2011 it was transferred to the Hartford
Foundation. Juliet Anderson devoted her life to
nursing, spending 52 years in the field. She
graduated from the Hartford Hospital School of
Nursing, and then went to Boston University
Hospital, where she held faculty and administrative
positions. Later in her career, she was a
clinical specialist at the Lindemann Mental Health
Center. In her understated, caring way, she
influenced the lives of countless patients and the
careers of many health professionals. Accordingly,
the Mae Passini and Juliet Anderson Memorial
Fund provides support to nurses pursuing
graduate level studies, with a preference for
Simsbury residents.
42 Hartford Foundation for Public Giving

Art and Sheila Phillips
Arthur E. and Sheila Phillips
Charitable Gift Annuity
Art and Sheila Phillips of Granby owned and
operated a clothing store in Simsbury for more
than 36 years and recently celebrated their 50th
wedding anniversary. In June 2011, they chose to
establish a charitable gift annuity. Eighty-five
percent of the remainder interest from this
annuity will benefit the McLean Foundation
Endowment Fund, and the balance will provide
unrestricted support through the Foundation’s
general grantmaking. The Phillips’ thoughtful
gift will benefit this community into the future.
The RMB Fund
Donor-Advised Fund
A generous resident of West Hartford who
worked as an executive at United Technologies
for over 30 years established this donor-advised
fund to recommend grants to his favorite charities.
The Right Track Fund
Donor-Advised Fund
The Right Track Fund was established in
memory of Scott William Polley of West
Simsbury, who inspired his family and friends to
work hard and enjoy life. The fund is named for
Scott’s love of race cars and for all of the times
he enjoyed club racing and being a spectator at
the Danbury Racearena and Lime Rock Park.
Scott was a respected insurance professional in
the Greater Hartford area for many years and
balanced his successful career with community
involvement in the Rotary Club and The Blue
Goose Society, among other organizations.
A dedicated family man, Scott also cultivated a
wide circle of friends who all enjoyed his positive
attitude, friendly spirit and enthusiasm for living
life to its fullest. Through this donor-advised
fund, his family is looking forward to honoring
him by recommending
meaningful grants to
support the Greater
Hartford community and
other organizations outside
the region.
Scott Polley
Vernon D. and Florence E. Roosa Family
Foundation Memorial Fund
Donor-Advised Fund
Longtime residents of West Hartford, Florence
and Vernon Roosa began their relationship with
the Hartford Foundation in 1987 when they
established the Roosa Family Scholarship Fund.
Vernon Roosa, a research executive and highly
regarded inventor, passed away shortly
thereafter in 1989. Nearly a decade later in 1997,
Mrs. Roosa generously provided for the
establishment of the Vernon D. and Florence E.
Roosa Fund through the termination of a trust.
Florence Roosa passed away two years later.
Throughout their lives, the Roosas provided
charitable support to numerous nonprofits,
including institutions of higher learning, social
service agencies and healthcare organizations. In
a living tribute to their family’s long tradition of
giving, a grant was made from the Vernon D.
and Florence E. Roosa Family Foundation to
establish the Vernon D. and Florence E. Roosa
Family Foundation Memorial Fund, a donoradvised
fund. Elwyn and Elsie Harp, serving as
fund advisors, will continue to perpetuate the
spirit of generosity that was so important
to Vernon and Florence Roosa.
Vernon and Florence
Roosa
Natale and Norma Sestero Fund
Norma and Natale Sestero Fund
Field of Interest Funds
Natale “Nat” and Norma Sestero were
known to many in the Glastonbury
community for their news reporting,
active civic involvement and quiet, yet
generous, philanthropy. Nat lived in
Glastonbury since infancy and began his
career with The Hartford Times as a
circulation delivery man in 1936. After
returning from WWII as a highly decorated
veteran, he rose in prominence to lead The Sestero
Norma and Natale
Times as its managing editor in 1968. Norma was
born in New York City and lived in Glastonbury
most of her life. When Nat enlisted in the U.S.
Navy in 1943, Norma succeeded him as The Times’
Glastonbury correspondent, actively serving in
that capacity for 22 years. During the war years
she wrote a monthly newsletter, The Home Town
News, which was distributed to nearly 1,000 men
and women from Glastonbury who were serving
their country across the globe. The Sesteros were
married for 65 years when Norma died in 2003 at
the age of 92. When Nat passed away in 2010 at
96, the Foundation received distributions from
their charitable remainder trusts to establish
two funds. These funds will support organizations
in the Town of Glastonbury in the areas of
culture, health, education, social welfare and the
environment.
2011 Annual Report 43

Mary Shepard (c) and her children
Jean Edward and
Mary Beach Shepard Fund
Donor-Advised Fund
How does a family perpetuate their interest in
contributing to the variety of society’s needs?
By honoring those who set the standards – their
parents – with the creation of a fund at the
Hartford Foundation. Thirty-six members of the
next generation will now learn the joy, value
and obligation of giving back. Jean Edward
“Red” and Mary Beach “Bunny” Shepard have
exemplified the ethics of social responsibility in
family, business and community. Their families
have a long history of helping the region to
grow and flourish, especially Hartford and
South Windsor. It is with profound gratitude
that their five children acknowledge their
guidance with the establishment of the Jean
Edward and Mary Beach Shepard Fund.
George F. Stevens Education Fund
Scholarship Fund
“You are my inspiration.” This is how George
Stevens often began his classes. It is no surprise
that a man who taught with such heart should
have inspired a wonderful and lasting tribute to
his memory. George was a well-loved music
teacher and orchestra director in the Newington
public school system. He passed away at age 45
after a valiant battle with leukemia. Established
by his family, the fund will continue to provide
scholarship awards in George’s name, as was
done in the past few years through the generosity
George Stevens of many people in the Newington and
Wethersfield communities. Scholarships will be
awarded with preference for graduates of
Newington High School who wish to pursue
music or education. This fund will honor the
way George loved and nurtured others, for
generations to come.
Charles E. Todd
Charitable Gift Annuity
From 1964 to 1999, “Charley” Todd served as
educator, mentor and nurturing leader as Head
of School at Watkinson School in Hartford.
Under Charley’s direction, the coed secondary
school gained a national reputation for
inventive education
celebrating
individual learning
styles, emphasizing
innovation,
and promoting
inclusiveness.
Through Charley
Todd’s generosity,
Watkinson School
will benefit from
the Charles E.
Todd Fund, a
designated fund
that will be
established in the
future with the
remainder of this
charitable gift
annuity.
Charley Todd (l) with students
in 1996
James H. and Hetty B. Torrey Fund
Unrestricted Fund
Jim and Hetty Torrey of Bloomfield were both
deeply involved with the Hartford community
over their 64 years of marriage, generous with
their time and treasure to organizations such as
Hartford Hospital, Trinity College, University of
Hartford, Asylum Hill Congregational Church
and Greater Hartford Easter Seals Rehabilitation
Center. Jim was instrumental in envisioning and
creating Duncaster, a full-service senior living
facility where he and Hetty lived. A member of
the Torrey family said, “They were a model for
how to live and how to give.” The James H. and
Hetty B. Torrey Fund is an unrestricted fund
established by Jim and Hetty Torrey with the
remainder of their charitable gift annuity.
44 Hartford Foundation for Public Giving
James and Hetty Torrey

Frederick D. and Katherine
W. Watkins Family Fund
Unrestricted Fund
Katherine “Kitty” Watkins was
a longtime resident of the
Hartford area, living in West
Hartford for over 50 years with
Kitty Watkins
her husband Fred. They raised
three children and devoted
countless hours of service to the community. When Kitty
passed away in July 2011, the Foundation received a
distribution from her charitable remainder trust to create
this endowed fund to support the community. This fund
is unrestricted, as Kitty entrusted the Foundation to make
grants according to the most pressing needs of the day,
recognizing that those needs change over time.
Wood Memorial Library and Museum
Endowment Fund
Designated Fund
The Friends of the Wood Memorial Library and Museum,
with input from a dedicated leadership group, decided
the time was right to build an endowment to provide
long-term support for the Wood Memorial Library and
Museum in South Windsor. With founding contributions
from the entire board of directors, the Wood Memorial
Library and Museum Endowment Fund was established at
the Hartford Foundation. The fund will provide ongoing
support for the Library and Museum’s mission to provide
literary, historical, educational and cultural resources to
the general public in the South Windsor area.
Raymond B. and Thelma C. Woodbridge
Memorial Fund
Designated Fund
Manchester, Connecticut was home to Thelma Woodbridge
for nearly a century. Born in Oneco, Connecticut,
Thelma moved to Manchester as a young girl. Her father
worked in the Cheney Brothers silk mills. She became a
teacher and worked for her entire career in the
Manchester school system, teaching at the Hollister
Street School (later renamed Thomas Bentley School).
Her husband Raymond’s family goes back much further in
Manchester’s history. Their once 150-acre farm was
settled prior to the town’s founding, and the
Woodbridge Tavern once welcomed George Washington.
Raymond and Thelma lived in the family house, which
was in the Woodbridge family for at least six generations.
They donated the 1830 Greek revival-style home to the
Manchester Historical Society, and it is now on the
National Register of Historic Places. Raymond died in
1997, and Thelma in
2009 at the age of 98.
Her considerate
bequest created this
fund, designated to
provide support for
the Manchester
Historical Society and
the Manchester
Scholarship
Foundation.
Raymond and Thelma Woodbridge
We thank the families and friends
who shared their precious photos.
Wood Memorial Library and Museum
2011 Annual Report 45

Continuing Generosity
of Donors
Each year, generous donors make additions to existing
funds at the Hartford Foundation. Their ongoing support
is testament to their commitment to improving our
community, and has helped create a strong permanent
endowment for the region.
The first list includes funds that received additions of
$100,000 or more during 2011, and following that are
funds that received additions of $10,000 or more.
All funds that received additions are marked in bold in
the complete funds list beginning on page 47.
Additions of $100,000 or more
to established funds:
A donor from Bloomfield made an addition to
Anonymous No. 47 Fund, the donor-advised fund
she had created last year.
The John M. K. Davis & Mignon Foerderer Davis
Fund, an unrestricted fund established in 1996 by the
former Hartford Foundation board chair and his wife,
received an addition in 2011.
The Foundation received a gift from the Estate of Lucille
Diorio, which was added to the Lucille A. Diorio Fund.
Mrs. Diorio was a teacher and artist from West Hartford.
Robert W. Fiondella of Simsbury made an addition
through a charitable lead trust to the Fiondella Family
Trust, a donor-advised fund that supports the good
works of nonprofits in the area.
Daniel W. Pettengill established the Immanuel
Congregational Church Mission Fund in 2001, and
added to it each year. After he passed away, his
thoughtful bequest was added to this fund that provides
annual support to the Church, where he had served as
Deacon Emeritus.
Dorothy “Dottie” Perkins, a strong and caring soul,
passed away in 2011, leaving a generous bequest to the
Col. Harry L. Perkins Fund, which she had established
in 2000 in honor of her late father.
The Joan Bergmann Wilson Fund received a
distribution from Ms. Wilson’s estate for unrestricted
support of the region. Ms. Wilson was a fashion editor
and writer who split her time between New York City
and Hartford.
Funds that received additions of $10,000 or more:
American Eagle Federal Credit Union Fund
Anonymous (CF12) Fund
Anonymous No. 43 Fund
Anonymous No. 45 Fund
Brian A. Aselton Memorial Scholarship Fund
Borges Family Fund
Roxanne Cave Scholarship Fund
Carol Childs Memorial Fund
Edward K. Conklin Fund
Connecticut News Project
James Christopher Conrad Memorial Fund
Evelyn L. Crosby Fund
Peter DeBell Fund
Gladys B. and Robert E. Dunn Designated Fund
for the American School for the Deaf
Gladys B. and Robert E. Dunn Fund for
Youth Leadership
Robert E. Dunn Fund
Fontana Family Scholarship Fund
Gándara Family Fund
Gifts of Music Fund
Ellen Jeanne Goldfarb Memorial Fund
Robert B. and Francine L. Goldfarb Family
Scholarship Fund
Kirsten and Oz Griebel Family Fund
Roland S. Harris, Jr. Scholarship Fund
Hartford Foundation General Endowment Fund
Hartford Public Schools Ingenuity Fund
S. A. Johnson Family Fund
Henry R. and Katharine K. McLane Fund
Meyer-Kimball Memorial Scholarship Fund
Murtha Cullina LLP Scholarship Fund
Diane Lynn Nappier Fund
Belle K. and Irving S. Ribicoff Fund
Ritter Family Fund
Ritter Family Scholarship Fund
Mary T. and Douglas G. Russell Family Fund
Winchell Smith Fund
Town and County Club Fund
Muriel S. and Gordon A. Wilson Scholarship Fund
46 Hartford Foundation for Public Giving

g g g g g
Funds
With the creation of 24 new funds during 2011, the total number of charitable funds at the Hartford Foundation
at the end of the year was 1,009.
Each one is listed below, along with the market value of the fund as of December 31, 2011. The figures are
reported after distributions are made from the funds. Funds marked in bold received additions during 2011.
DESIGNATED FUNDS
Alleluia House Fund 544,106
Margot and Lee Allison Fund 19,505
The Amistad Foundation Fund 302,874
Anonymous No. 41 Fund 59,383
Anonymous (CF26) Fund 70,030
Artists Collective Fund 419,094
ASK Fund 680,835
Phillip I. Blumberg Fund 54,876
Boundless Playgrounds Endowment Fund 13,736
The Bridge Family Center Fund 16,333
Fund for Hartford's Camp Courant 1,573,733
Arnold E. and Mary I. Carlson Fund 17,919
Marion H. Chaffee Fund #1 368,923
Children's Educational Opportunity Fund 2,125,820
Beatrice D. Clapp Fund 3,800,509
Mabel H. P. Clark Trust No. 2 134,560
Connecticut Council for Philanthropy
Endowment Fund 150,645
Connecticut News Project
(B)
Connecticut Radio Information Service
(CRIS) Fund 1,566
Connecticut Voices for Children /
State of Connecticut Fund
(B)
ConnectiKids Endowment Fund 11,531
CREC Greater Hartford Academy of the
Arts Endowment Fund 119,760
John M. K. Davis & Mignon Foerderer Davis
Fund for Duncaster 1,221,600
Anthony J. and Lucille A. Diorio Fund 19,197
John and Rose Draghi Memorial Fund 51,070
Drezner/Winkler Fund 308,337
Sara R. and Alan A. Dun Fund 10,667
Gladys B. and Robert E. Dunn Designated
Fund for the American School
for the Deaf 194,790
Robert E. Dunn Fund 209,024
Walter J. Dyber Fund 429,706
East Granby Library Association Book
Endowment Fund 41,300
Mary W. Edwards Charitable Fund for the
benefit of the 'Mountain' and Granby
Land Trust, Inc. 504,807
John E. Ellsworth Fund, for the
Connecticut Opera Association 15,875
John E. Ellsworth Fund, for the Symphony
Society of Greater Hartford, Inc. 15,290
Farmington Valley Arts Center Fund 47,850
Farmington Valley Arts Center Fund,
in memory of Stanley D. Fisher 80,524
Janet N. Fisk Fund for the benefit of Windsor
Independent Living Association Fund 20,825
Patricia H. Fitt Fund 71,254
Russell and Virginia Foster Memorial Fund 17,924
The Richard B. Fried Fund for the
Connecticut AIDS Resource Coalition 26,706
Friends of Elizabeth Park Fund 14,364
Friends of Ralph G. Elliot Fund 3,734
Friends of New Gate Prison Fund 9,124
Rita Ann Gelinas Fund 1,091,273
Miriam E. and Leon H. Glazer Fund #1 17,176
Emma Katz, Sol and Nathan Glazer
Memorial Fund 8,664
Dorothy C. Goodwin Fund 105,701
Genevieve H. Goodwin Fund 452,446
Helen Whittlesey Goodwin Fund 2,196,058
James L. and Genevieve H. Goodwin Fund 451,650
Grace Church Restricted Fund 10,209
Granby Land Trust, Dimock Fund 208,512
Granby Land Trust, General Fund 38,313
Marion and Ellsworth Grant Fund 161,558
Greater Hartford Arts Council Fund 105,431
William P. Haas Fund 300,469
Ida L. Hartenberg Charitable Fund 306,301
Hartford Area Child Care
Collaborative Fund 271,083
Hartford Art School, Inc. Special Fund 18,976
Hartford Public Schools Ingenuity Fund (B)
Hartford Stage Fund 33,221
Marjorie F. Hazen Trust 82,865
Charles, Alice (Murray) and
Cheryl A. Heilig Fund 29,591
Jean McMillan Hemstreet Fund 16,265
Edward R. Huckman Fund 27,675
Immanuel Church Foundation for the
Elderly Fund 191,258
Immanuel Congregational Church
Mission Fund 285,671
Loretta K. Ingersoll Fund 299,210
Frances H. Jackson Fund 33,587
Hugh M. Joseloff and Helen H. Joseloff Fund 358,780
Junior League of Hartford
Endowment Fund 12,566
Ilene and Marty Kaplan Fund for PLAN
of Connecticut 18,805
Frank Kavitsky Fund No. 2 123,356
2011 Annual Report 47

W. K. Kellogg Foundation Fund (B)
Koopman Fund fbo Hartford Art School 631,277
Gloria J. McAdam Fund for Foodshare 30,305
Jackie and Dollie McLean Family Fund 11,207
McLean Foundation Endowment Fund 69,001
Robert P. Merritt Fund 22,750
Stephen and Patricia Middlebrook Fund 29,636
Shirley M. and Edward H. Morgan Fund 69,975
Barbara S. Morley Memorial Fund 40,823
Barbara C. Newcomb Fund 16,938
Old State House Fund 95,225
C. Henry and Mary E. G. Olmsted Fund 267,458
John J. Padbury Memorial Fund 31,172
Anne P. and Andrew Pinto Fund 103,138
Planned Lifetime Assistance Network
of Connecticut, Inc. Fund 50,394
Millard Pryor Memorial Endowed Fund 68,643
Sebastian E. Rosano Memorial Fund 15,350
Moses B. and Ann Rosenauer Fund 1,764,512
William J. and Esther L. B. Sander -
Anna E. Andersen Fund 31,228
Vernal M. Schnabel Fund 1,873,357
William Schortman and Maxine Rothe Schortman
Fund 9,368
George J. Sherman and Lottie K. Sherman
Fund. 16,138
Dorothy and Alfred Silberman Chapel Fund 343,163
Simsbury Land Trust Endowment Fund 52,761
James B. and Beatrice D. Slimmon Fund 207,414
Douglas Tracy Smith and Dorothy Potter Smith
Fund for the benefit of Wadsworth
Atheneum 9,894,564
Elizabeth W. Stedman Fund 136,088
Moses Stern Memorial Fund 165,547
Elizabeth O. Sturtevant Fund 11,891
Michael and Janet Suisman Community
Access Fund 76,176
Leonard M. Troub Foundation, Inc. Trust,
in memory of Staunton Williams 16,086
United Way, Inc. DBA United Way of Central
and Northeastern Connecticut 2,177,511
Van Winkle Fund 217,073
Robert and Elizabeth von Dohlen Fund 56,314
Oscar and Ruby T. Wegman Fund 43,695
Anna and Isaac Weintraub Fund 21,419
Wood Memorial Library and Museum
Endowment Fund 11,718
Raymond B. and Thelma C. Woodbridge
Memorial Fund 1,296,993
Father Paul Wysocki and Family Fund No. 1 711,076
Zachs Family Fund fbo Charter Oak
Cultural Center 25,235
Zachs Family Fund fbo Real Art Ways 24,486
Joseph A. Zita Fund 3,962
DONOR-ADVISED FUNDS
Abel Family Fund 52,243
Allen Family Fund 76,303
Alvord Family Fund 560,479
American Eagle Federal Credit
Union Fund 78,592
Anonymous No. 38 Fund 120,634
Anonymous No. 45 Fund 60,458
Anonymous No. 46 Fund 1,863,712
Anonymous No. 47 Fund 195,271
ASK Fund 680,836
Beatrice Fox Auerbach Foundation Fund 67,798,227
Richard and Alice Baxter Fund 31,226
John and Laura Berman Fund 21,590
David T. Black Memorial Fund 61,519
Ronald T. Black Memorial Fund 22,954
Bernard Blum Fund 43,013
Boccaccio Family Trust 103,202
Albert and Elizabeth Bourget Fund 19,602
The Lyman B. Brainerd Family
Foundation Fund 374,046
Charles and Doris Bryan Fund 52,587
Budd Family Fund 5,576,319
Lawrence Wells Case and Florence Reid
Case Memorial Fund 190,874
Catalyst Endowment Fund 839,624
Chadburn Family Foundation Fund 56,380
Cheney Family Fund 471,565
Katherine C. Childs Memorial Fund 54,008
Anna F. and David W. Clark Fund 221,520
Mrs. James Sage Coburn Fund 832,617
David L. Coffin, Jr. Memorial Fund 34,117
Michael and Naomi Cohen "Prophet Micah"
Fund 28,987
Connecticut Hispanic Bar Association Fund 59,349
James Christopher Conrad Memorial Fund 23,707
Charles B. Cook Fund 326,754
Lastra Coolbrith Fund 77,844
Morton and Dinah Danseyar Family
Foundation Fund 53,462
Lawrence C. Davis Memorial Fund 44,263
Peter DeBell Fund 341,789
Duclos Family Charity Trust Fund 75,726
Paul H. Eddy and
Elizabeth J. Normen Fund 54,260
Fiondella Family Trust 148,420
Stanley D. Fisher Memorial Fund 113,142
Daphne G. Fuller Fund 361,310
Fund for the Deborah Eldridge Service
Award of the Estate and Business
Planning Council of Hartford 12,195
Gándara Family Fund 65,072
Richard P. Garmany Fund 14,506,503
Gavin Family Fund 24,884
Gifts of Music Fund 228,573
The Giving Tree Fund 4,882
Anzie O. Glover Memorial Fund 38,389
g g g g g
48 Hartford Foundation for Public Giving

Ellen Jeanne Goldfarb Memorial Fund 313,689
Harry E. Goldfarb Family Foundation Fund 1,429,411
Kirsten and Oz Griebel Family Fund 89,972
Richard S. and Doris J. Griffith Fund 29,730
Robert E. and Barbara W. Groundwater Fund 27,705
Kristine Barbara Guest Memorial Fund 36,941
Elwyn V. and Elsie H. Harp Family
Foundation Fund 26,624
Hartford Rotary Arts for Youth Fund 39,192
Hoffman Family Fund 2,739
Alison and Nathaniel Howe Fund
(B)
JCJ Architecture Fund 100,402
S. A. Johnson Family Fund 531,993
Samuel Leonard Joseph Memorial Fund 56,581
David and Helen B. Kaplan Fund 262,343
Keiller Family Fund 57,343
Kids’ Education Fund 88,008
Kiser Family Fund 17,657
Deborah and Steven Kleinman Fund 21,361
Konover Coppa Fund
(B)
Catherine M. Kornas Fund 31,257
The Latino Children’s Fund 18,034
John R. Lindberg Fund 95,837
Margaret H. Lindberg Fund 92,940
Worth and Louise Loomis Foundation Fund 696,124
Jerome H. and Elaine Title Lowengard Fund 37,606
James B. Lyon Fund 26,309
MacLean Family Fund 80,477
Eric T. Mahoney Memorial Fund 49,702
Malley Family Fund 17,147
Aaron Marks Foundation Fund 149,928
George H. and Constance Wolcott
Mason Fund 26,508
Louise L. McCormick Fund 25,367
Alan and Peggy Mendelson Fund 32,936
Thomas M. Meredith Fund 588,079
The Morningstar Fund 1,115,838
Gerard H. and Marjorie M. Morrissey Fund 229,243
Laird and Ann Mortimer Fund 43,618
Mowell Family Fund
(B)
Diane Lynn Nappier Fund 175,583
Brad and Don Noel Family Fund 29,862
Doctors Kola and Trudy Olofinboba
Family Fund
(B)
Paternoster Family Fund 48,736
Raymond J. and Elizabeth C. Payne Fund
(B)
Barbara and William Podann Fund 29,842
Belle K. and Irving S. Ribicoff Fund 307,810
Sali Godard Riege Donor-Advised Fund 470,248
The Right Track Fund 58,279
Ritter Family Fund 209,743
The RMB Fund
(B)
Betty and Henry Roberts Fund 199,016
Vernon D. and Florence E. Roosa Family
Foundation Memorial Fund 3,442,607
Samuel Roskin Trust 4,981,099
Florence and Charles Rubenstein Family
Foundation Fund 409,225
Mary T. and Douglas G. Russell
Family Fund 89,249
Maria Sanchez Fund 36,149
Savin Family Fund 1,415,128
Beth Schiro Fund 266,242
Schiro Fund 1,865,736
Jean Edward and
Mary Beach Shepard Fund 24,980
Donald and Linda Silpe Fund 87,087
Ray Smith Endowment for Education
and Conservation Fund 100,160
The Spencer Turbine Foundation Fund 287,506
Thibadeau Family Fund 45,926
Town and County Club Fund 281,976
Trumble Family Fund
(B)
Alex and Wendy Vance Fund 107,343
Stanley W. Vogel Family Fund 40,731
Richard D. Wagner and Madeline/
Lina F. Wagner Fund 61,235
Patricia and Charles Walker Family Fund 126,520
Wethersfield Youth Services/
Steven M. Salter Memorial Fund 38,924
Whittlesey & Hadley Fund 55,409
Michael and Marjorie Wilder Fund 53,822
Magrieta L. and Sherwood S. Willard Fund (B)
Wilson Family Fund 306,614
Myron Parker Yeomans/Edward Myron
Yeomans Family Fund 112,454
Amiel P. Zak Public Service Fund 1,590,258
FIELD OF INTEREST FUNDS
Lee and Margot Allison Fund 74,223
Curtis H. and Katharine G. Alvord Fund 53,537
Anonymous No. 7 Fund 2,641,556
Anonymous (CF25) Fund 19,345
Raymond H. Arnold Fund 99,178
Beatman-Cantarow Fund in Memory of
Dr. Walter D. Cantarow 30,084
Lilly Palmer Biscoe and Eloise Palmer Biscoe
Mother/Daughter Fund in Memory of
Earl Biscoe Jr. and Earl Biscoe III 1,126,499
John E. Blair Fund for the Visually Impaired 90,492
Boyle Family Fund 19,582
Newton C. and Elsie B. Brainard Fund 10,093,201
Donald Brewer Memorial Fund 9,903
John W. Buck Fund 52,191
Antonio S. and Sarina Camilleri
Memorial Fund 13,725
Connecticut Opera Endowment Fund 71,081
Dorothea Fund 125,669
Carl J. DuPre Fund 918,773
g g g g g
2011 Annual Report 49

Elliot Family Fund, in memory of Dr. K. Gregory
Elliot, Zarou Manoukian Elliot, and
Ralph Gregory Elliot 2,552,901
The Equistrides Fund 494,793
Family Service Society Fund 855,075
Fanny Mag Fassler and Victor Fassler Fund 34,917
William and Estelle Fraidowitz Family Fund 8,247
David L. Francis and Sarah W. Francis Fund 9,807,249
Stanley and Jean Frank Fund 1,663
Raymond S. and Agnes M. French
Memorial Fund 226,096
Anna Sanders Friedman Fund
(B)
Valyn Gallivan Fund 51,296
Greater Hartford Architecture
Conservancy Fund 258,302
Nicholas J. and Doris Giordano
Endowment Fund 705,177
Hartford Foundation Staff Fund 11,832
Marjorie F. Hazen Trust 41,297
HFPG Promotion of Philanthropy Fund 65,683
Isabel Hooker Merritt, Thomas Hooker,
and Joseph K. Hooker Trust 570,373
Howard and Bush Fund for Philanthropy 258,339
Frank Kavitsky Fund No. 1 370,073
Robert Allan Keeney Memorial Fund 1,310,582
Ruth Kellogg Fund 723,427
Koopman Field of Interest Fund 631,277
Jeri P. Kostiner Fund 261,537
Latino Endowment Fund 153,872
Mary J. Lee Fund 16,495
Madoff Family Fund in Memory
of Emily Madoff 13,570
Francis J. and Agnes C. Muccio Fund 76,747
Municipal Art Society Fund 11,897
Daniel W. Murphy Fund 494,822
Edith W. and John Davis Murphy Fund 27,248,897
Leo and Sarah Nadelman Fund 299,704
Muriel B. Neall Fund 75,939
D. Robert and Elizabeth Newell Fund 2 355,506
Glenn Thomas Packard Memorial Fund 23,855
Daniel Clark Perkins Fund 4,174,104
R and C B Foundation Fund 21,335
Cora Lee Bentley Radcliffe
Memorial Fund 12,606
Sali Godard Riege Fund 8,522
Vernon D. Roosa and Florence E. Roosa Fund 1,198,023
H. Louise Ruddell Charitable Fund 2,008,671
Anna and Abraham I. Savin Fund 154,313
Scan-Optics, Inc. Fund 65,088
Schwedel Family Fund 34,463
Ted and Ellen See Fund 12,079
Natale and Norma Sestero Fund 127,322
Norma and Natale Sestero Fund 1,745,650
Olcott Damon Smith Fund 215,786
Margaret E. Spellacy Fund 27,297
Skip Steiner Fund 15,785
Edith S. Steinhauser Fund 444,836
Virginia D. Stoner Fund 92,411
Adelaide L. Thomson Fund 65,570
A. Lindsay Thomson Fund 1,331,415
Emily B. Thomson Fund 220,304
James McA. Thomson Fund 1,217,800
John Talcott Whitman and
Louise H. Whitman Fund 988,985
Woman's Exchange of West Hartford Fund 392,256
PREFERENCE FUNDS
Mildred C. Allison Fund 341,362
Anonymous Fund 27,371,364
Anonymous No. 1 Fund 1,191,785
Alfred M. Archer Fund 589,876
Thomas L. and Dorothy Clark Archibald Fund 2,830,459
Katharine Derr Barney Fund 928,012
Charles S. Bissell Fund 222,507
Carol Childs Memorial Fund 141,747
William P. and Anne A. Conklin Fund 369,824
Gladys B. and Robert E. Dunn Fund for
Youth Leadership 176,583
S. Joseph Ferla Fund 9,394
William S. Fuller Fund 180,820
Howard Hunt Garmany Fund 43,937,933
Gengras Family Fund 2,894,211
Charles A. and Cornelia Catlin Gilbert Fund 2,435,806
Francis and Mary A. Goodwin
Memorial Fund 13,316,265
William G. and Mayme J. Green Fund
(from Raymond B. Green) 58,519
Frank C. and Agnes E. Griswold Fund 842,650
Warren E. and Virginia P. Hayden Trust 1,026,291
Charles F. Chase, Helen Bourne Chase
and Genevieve Chase Hewes Fund 21,247
Laura E. Holcomb Fund 1,728,340
Tudor F. Holcomb Fund 2,554,986
Ellery Hurd Fund 24,120
Ann M. Jainsen Fund 313,028
Oliver F. and Garnette T. Johnson Fund 93,268
Gladys C. Keeney Trust 1,920,246
Walter O. R. Korder Fund 12,574
Karl C. Kulle Fund 31,327
Ethel S. Layton Fund 246,998
William Lidgerwood Fund 66,307
Ida P. Mason Fund 2,009,659
Harriet K. Maxwell Fund 297,492
Robert and Mary M. Merritt Fund 150,102
Roche M. and Jane C. Passero Fund 844,196
Charles E. and Mildred Rauch Fund 80,474
Ray-Andrews Fund in memory of
Charles Henry Ray, Julia A. Ray,
and James P. Andrews 383,448
Ruth B. Rouse Fund 73,374
Augusta R. Rubin Fund 756,459
William and Alice Rupp Fund 2,763,684
g g g g g
50 Hartford Foundation for Public Giving

g g g g g
Guy C. and Anne T. Shafer Fund 38,838
Grace J. F. Smith Fund 1,354,410
Herman and Marie Sonnenberg Trust Fund 1,139,503
William R. and Mazy Worthington Penrose
and Nathalie Penrose Swetland Fund 4,707,025
Thomson Family Fund 183,809
Lillian W. and William B. Welden Fund 1,330,928
Mildred E. Whitney Fund 612,372
Doris E. Wiswell Trust 1,629,586
SCHOLARSHIP FUNDS
American Marketing Association-Connecticut
Chapter, Anna C. Klune Memorial
Scholarship Fund 32,265
Brian A. Aselton Memorial
Scholarship Fund 190,621
John Bell and Lawrence Thornton
Scholarship Fund 22,494
Lebbeus F. Bissell Scholarship Fund 1,497,354
J. Leo Bodo Scholarship Fund 19,798
Community College Scholarship
Endowment Fund 40,486
This fund supports the Community
College Scholarship Program:
Roxanne Cave Scholarship Fund
Patricia L. Coombs Scholarship Fund 158,824
Phyllis Kosiorek Cordner and Roy R. Cordner
Scholarship Fund 402,420
Aldo DeDominicis Scholarship Fund 94,322
Albert T. and Jane N. Dewey Fund 1,830,010
Farmington UNICO Scholarship Fund 52,452
Fontana Family Scholarship Fund 60,997
Jan H. Fonteyne Memorial Scholarship Fund 40,971
FPA Connecticut Valley Chapter
Scholarship Fund 15,871
Ethel Cushing Gardner Fund 84,698
General Scholarship Endowment Fund 8,576,647
These funds support the General Scholarship program:
AB Club Scholarship Foundation Fund
established by John D. Wardlaw
Frederick G. Adams Scholarship Fund
Alliance Française of Hartford Harpin/
Rohinsky Scholarship Fund
Leo Bedrick Memorial Scholarship Fund
Maria Gonzalez Borrero Scholarship Fund
W. Philip Braender and Nancy Coleman
Braender Scholarship Fund
Clark Family Fund
Connecticut Mortgage Bankers Social Affairs Fund
Day Pitney LLP Scholarship Fund
Harry A. Donn Scholarship Fund
Lillian C. Donn Scholarship Fund
Symee Ruth Feinberg Memorial Scholarship Fund
KJ Foster Scholarship Fund
Irving Goldberg Latin Scholar Fund
Robert B. and Francine L. Goldfarb
Family Scholarship Fund
Fred H. Greenwood Engineering Scholarship Fund
Roland S. Harris, Jr. Scholarship Fund
Ida L. Hartenberg Charitable Fund
Hartford Grammar School Scholarship Fund
Nina L. Hartin Memorial Scholarship Fund
Wendy and Boyd Hinds Memorial Scholarship Fund
Gerald and Phyllis Hughes Fund
The Interracial Scholarship Fund of
Greater Hartford
James A. Jones Memorial Fund
Ilene and Marty Kaplan Scholarship Fund
Herman P. Kopplemann Fund
Rae and Abraham Kopplemann Additional Fund
Sylvia H. Koski Scholarship Fund
KR Wealth Management Scholarship Fund
Noble E. and Emma Belknap Lord
Memorial Scholarship Fund
Antoinette Shippen Mason Scholarship Fund
MassMutual Foundation for Hartford, Inc.
Scholarship Fund
Meyer-Kimball Memorial Scholarship Fund
Rhoda L. Miller Music Scholarship Fund
Murtha Cullina LLP Scholarship Fund
Alice M. Neenan Memorial Scholarship Fund
Vartan K. Omartian and Beatrice Omartian
Scholarship Fund
Daniel Clark Perkins Fund
Dr. Sedrick J. and Alyce T. Rawlins
Scholarship Fund
Janet B. Rose Memorial Scholarship Fund
Bert and Betty Rosen Scholarship Fund
Maxine Rothe Schortman Award Fund
Herb Sheintop Memorial Scholarship Fund
Sigma Pi Phi Fraternity, Alpha Psi Boulé
Scholarship Fund
The Stearns Fund
George F. Stevens Education Fund
Dorothy L. and Justin R. Tucker Scholarship Fund
Thomas J. Villano Scholarship Fund
Josh Wittenberg Memorial Scholarship Fund
Elmer Cooke Young-Ethel Taylor Young
Scholarship Fund
Glastonbury Memorial Scholarship Fund 428,487
Hartford Whalers Booster Club
Scholarship Fund 29,378
Jennifer Hodges Fund 42,223
Barbara Kelco Memorial
Scholarship Fund 55,231
Kristin Kepner and Kimberly Kepner McCahill
Memorial Scholarship Fund 61,246
Ray Lachat Memorial Award Fund 11,908
2011 Annual Report 51

g g g g g
Latino Community College Scholarship Fund 5,238
The Middlebury Fund 437,210
Douglas J. Myers Scholarship Fund 59,916
NSDAR - Marjorie P. Nutt Scholarship Fund 16,557
Carl P. Palazzotto "P.M.A." Scholarship Fund 32,220
Sylvia Parkinson Fund 578,709
Mae Passini and Juliet Anderson
Memorial Fund 61,241
Dr. Nicholas J. Piergrossi Memorial
Scholarship Fund 40,160
Dr. Sidney Rafal Memorial Fund 37,269
Ritter Family Scholarship Fund 152,965
Roosa Family Scholarship Fund 178,773
Samuel A. Roth Scholarship Fund 40,728
Bill and Maxine Schortman Scholarship Fund 48,440
Deedee Segel-Hartford Courant
Internship Fund 35,719
Linda Starikov Singer Memorial
Scholarship Fund 52,877
Peter T. Steinwedell Scholarship Fund 107,272
Julie Veilleux Memorial Scholarship Fund 68,987
Harold B. Waldo Fund 94,458
Muriel S. and Gordon A. Wilson
Scholarship Fund 393,233
L. Wynne Wister Memorial Scholarship Fund 525,907
Amiel P. Zak Scholarship Fund 379,405
UNRESTRICTED FUNDS
A
F. Russell Abell Fund 791,811
Olivia and Frederick Adams Fund 10,827
Mrs. Jane C. Allen Fund 20,793
Richard S. Allen Fund 685,825
Robert L. and Susan B. Aller Fund 112,279
Morgan Hanlon Alvord and
Dorothy Deegan Alvord Memorial Fund 25,267
Frank E. Amidon Fund 120,919
Arthur T. and Barbara L. Anderson Fund 10,069
Anonymous No. 2 Fund 344,551
Anonymous No. 3 Fund 5,321
Anonymous No. 4 Fund 310,430
Anonymous No. 9 Fund 68,594
Anonymous No. 12 Fund 2,282
Anonymous No. 42 Fund 242,990
Anonymous No. 43 Fund 288,246
Anonymous (CF01) Fund 247,334
Anonymous (CF02) Fund 7,982
Anonymous (CF03) Fund 186,121
Anonymous (CF04) Fund 7,982
Anonymous (CF05) Fund 1,794
Anonymous (CF06) Fund 132,106
Anonymous (CF08) Fund 4,849
Anonymous (CF11) Fund 17,072
Anonymous (CF12) Fund 995,135
Anonymous (CF13) Fund 18,140
Anonymous (CF19) Fund 23,693
Anonymous (CF20) Fund 10,523
Anonymous (CF21) Fund 96,340
Anonymous (CF22) Fund 178,830
Anonymous (CF24) Fund 4,333
Anonymous (CF27) Fund 31,505
Anonymous (CF28) Fund 28,331
Anonymous (CF30) Fund 8,473
Anonymous (CF32) Fund 2,598
Anonymous (CF33) Fund 29,817
Anonymous (CF34) Fund 17,733
Anonymous (CF35) Fund 10,497
Everett E. Arnold Fund 1,065,721
Flora G. Arons Fund 5,579
Mrs. Beatrice Fox Auerbach Fund
(from her sister, Fannie Fox Samuels) 5,321
B
J. F. Baker Fund 39,190
Jacob and Mary Balgley Fund 807,431
Robert P. Balgley Fund 536,439
Michael R. and Deborah F. Bangser Fund 19,080
Goodman and Cecelia Banks
Memorial Fund 49,517
Joseph J. and Josephine L. Bardani Fund 1,444,419
Alice Barlow Fund 46,251
Luther I. Barnard Fund
(from Mrs. Amy Closs Barnard) 227,138
D. Newton Barney Family Fund
(from Olga A. Olin) 7,895
Bertha S. Barrar Fund 63,961
Marjorie G. Barrett Fund 89,410
Robert W. and Alice M. Barrett Fund 5,317
Thomas R. Barrett Fund 287,001
Clara G. Bartlett Fund 96,120
Edward B. and Mary Louise Bates Fund 34,638
Mrs. James G. Batterson Fund 76,014
Grace R. Beardsley Fund 84,508
John H. and Eleanor L. Beardsley Fund 63,338
Roxanne Beardsley Fund 22,255
Michael C. Beckanstin Fund 12,974
Mrs. Gladys Goodman Beckanstin Fund
(from Michael C. Beckanstin) 19,136
Olivet Beckwith Fund 3,334,089
Dorothy Beers Fund 5,558
Maxwell M. and Ruth R. Belding Fund 193,782
John R. and Joan K. Berthoud Fund 8,723
Helen W. Bigelow Fund 460,736
John E. Blair Fund 24,166
I. R. and Clara Blumenthal Fund 18,854
Joan J. and Morton A. Blumenthal Fund 26,956
George F. Boardman Fund 12,583
William C. Boardman Fund 22,035
Borges Family Fund
(B)
Dorothy Jennings Boyd Fund 50,249
Janice Boyd Fund 85,080
Florence B. Brainard Fund 6,780
52 Hartford Foundation for Public Giving

Lyman B. and Judith P. Brainerd Fund 272,299
Neville K. Brecker and Raymond W. Brecker
Memorial Fund 2,133,481
Richard M. Brett Fund 7,782
Rae H. Brewster Fund 59,058
John and Sondra Brittain Fund 1,264
Stillman B. and Joan E. Brown Fund 74,323
Paul R. Buchanan Fund 46,762
Richard B. Bulkeley Fund 26,469
Col. William E. A. Bulkeley Fund
(from Mrs. Bulkeley) 20,543
William H. Bulkeley Fund 21,141
Alexander Bunce Fund 148,519
Dr. and Mrs. James M. Bunce Fund
(B)
Clifford and Joan Burdge Fund 165,417
George L. and Helen C. Burnham Fund 2,047,849
Mabel A. Burnham Fund 169,092
Angie L. Burr Fund 131,405
Lena A. Burwell Fund 553,087
Helen W. Bush Fund 22,433
Robert P. Butler Fund 28,511
Paul M. Butterworth Fund 1,134
John Byrne Fund 1,739,430
C
John L. Cadwell Fund
(A)
Marjorie S. Caldwell Fund 178,860
Laura G. and Paul E. Callanan Fund 10,206
Thomas F. and Mary A. Cannon Fund 4,468
George C. Capen and
Elizabeth Beach Capen Trust 49,855
George and Elizabeth Beach Capen Fund 32,841
Eleanor and Jerome Caplan Fund 72,975
Cartin Family Foundation Fund 19,492
John R. Cates Fund 135,366
Marion H. Chaffee Fund #2 231,030
Chapman Family Fund 212,083
Wesley I. Charter Fund 72,845
Warren D. Chase Fund 20,368
Pamela Churchill Fund 4,220
Mabel H. P. Clark Trust No. 1 16,141,148
Anne Hatheway Clarke Fund 40,061
Ruth S. Cloyes Trust 4,015,089
Ralph J. Cocks Fund 265,862
Mary C. H. Coffin Fund 13,473
Mary C. Cofran Trust 167,359
Adam P. and Cynthia F. Cohen Fund 1,458
Florence H. and J. Donald Cohon Fund 40,575
Robert L. and Sara Marcy Cole Fund 41,757
Elizabeth Jones and
H. Bacon Collamore, Jr. Fund 1,321
Anne A. Conklin Fund 1,192,423
Edward K. Conklin Fund 269,276
Frankie and Bill Connelly Fund 19,183
John R. Cook Trust 340,960
Mildred E. Cook Fund 110,907
Charles P. Cooley, Jr. Fund 579,447
Patricia L. Coombs Fund 53,975
Mildred A. Cooper Fund 159,576
William Sheffield Cowles Fund 177,689
H. Carl and Ruth Law Cramer Fund 66,528
Barbara M. Crampton Fund 22,377
J. Noyes Crary Fund 462,558
CRE Investors Fund 16,026
Wilbur B. and Margaret G. Crimmin Fund 252,187
Evelyn L. Crosby Fund 1,809,280
Evelyn L. Crosby Fund 75,334
James and Marianne Crowley Fund 14,548
Lillys Crygier Fund 8,104,220
Paul B. and Elsa N. Cullen Fund 1,594
Peter Culver Fund 9,722
Joseph C. Cunningham, Jr. Fund 3,960
Caroline E. Currie Fund 5,321
Louise Cogswell Cushman Fund 2,052,271
D
James S. and Lois A. Dailey Fund 31,328
John Dangas Fund 847,656
J. H. Kelso and Edith Brainard Davis Fund 146,639
John M. K. Davis &
Mignon Foerderer Davis Fund 691,780
John M. K. Davis &
Mignon Foerderer Davis Fund 5,520,018
Pomeroy Day Fund 12,141
Charles W. Deeds Fund 305,542
Caroline De Lamater Fund 2,576,127
Vinel Edward Dent and Donald J. Blust Fund 2,601
Quentin A. Dewing Fund 647,151
Walter H. Dickman Fund 58,414
Alice and Harold Dillon Fund 193,620
Dorothy Godfrey Dillon Fund, in memory
of her mother Nathena P. Godfrey 65,272
Elizabeth Dimick Fund 39,588
Lucille A. Diorio Fund 206,441
Dr. and Mrs. Burwell Dodd Fund
(B)
Thomas K. Dodd Fund 53,003
John and Barbara Donahue Fund 13,069
Richard D. Donchian Fund 7,532
Dornenburg Design Christmas Gift Fund 4,373
E
Bernard and Millie G. Ellovich Fund 83,048
Arthur C. Ellsworth Fund 5,893
John E. and Grace Ellsworth Fund 43,886
Morton and Marilyn Elsner Fund 521,022
John O. and Harriet Enders
Memorial Fund 953,003
James F., Jr. and Isabelle S. C. English Fund 74,920
Joseph R. and Mary P. Ensign Memorial Fund 1,720,412
F
Guy B. and Rita B. Fallow Fund 517,832
Victor Fassler Fund 99,128
Jack B. and Jessie L. Feeney Fund 17,293
Eleanor Ferguson Fund 222,615
Filer Fund 252,827
2011 Annual Report 53

Gustave and Lillian A. Fischer Fund 15,276
Gustave Fischer and Lillian A. Fischer Fund 9,894,041
Lillian A. Fischer Fund 142,174
Eugene R. and Sandra Flaxman Fund 114,767
Grace M. Flynn Fund 75,906
Debra and Ed Forand Family Fund 11,869
T. Mitchell Ford Fund 259,053
Henry D. Fowler Fund 90,391
Mary M. Fowler Fund 255,308
Melicent Rawson Fuller Fund 271,168
G
George H. Gabriel Fund 1,489,525
Dr. Edythe and Mr. Albert Gaines Fund 5,916
Marilda Gándara Fund 3,641
John S. Garvan Fund 1,145,135
Richard and Joanne Gates Fund 1,491,174
General Endowment Fund 419,704
The following donors contributed to the
General Endowment Fund:
Aetna Foundation Inc.
The William H. and Rosanna T. Andrulat
Charitable Foundation
Anonymous Gifts
Rebecca M. Bryan and Barton Bracken
David and Marian Call
Rebecca M. Fuller
Mark L. and Lisa Koteen Gerchick
Ruth Herrup
Gary W. and Deborah Hoffman
Anne K. Hussey
Mary Jean Kilfoil
Mary Alice Lee
Linda J. McDowell and Michael Lussier
Ruth Bulkeley Miles
Elliott B. Pollack
Leon Seitelman
United Way of Central and Northeastern
Connecticut
Women of St. James Episcopal Church
Elizabeth G. Young
Amy Zinsser and Robert Ferreira
Donald S. Gershman Family Fund 4,863
Arthur C. Getchell Fund 1,025,627
Raymond A. Gibson Fund 52,847
E. C. Gilkeson Fund 38,679
George H. Gilman, Jr. Fund 7,269,341
Irving L. Gilman Family Charitable
Foundation Fund 85,594
Rita Ginsberg Fund 3,523
Miriam E. and Leon H. Glazer Fund #2 702
William E. and Jacquelyn M. T. Glynn Fund 9,954
Godbout Family Foundation Fund 2,317
Steven and Blanche Goldenberg Family Fund 20,876
Arnold and Julian Goldstein Fund 4,060,231
Clara M. Goodman Estate Fund 110,553
Goodman/Loeb Family Fund 355,315
Mary A. Goodman Fund 13,651
Genevieve H. and James L. Goodwin Fund 8,973,699
Mary Goodwin Fund 23,218
Richard H. Gordon and the
Gordon Family Fund
(B)
Mildred B. Grady Fund 147,133
Louis Graham Fund 5,743,620
Pearl M. Grandy Fund 256,476
Eugenie and Charles Granniss Fund 1 26,094
Eugenie and Charles Granniss Fund 2 620,828
Margaret G. Grant Fund 1,106,840
Dorothy Yeomans Graulty Fund 123,259
Virginia Stuart Gray (Mrs. Walter H.) Fund 24,803
William G. Gray Fund 14,422
Beverly and Arnold C. Greenberg Fund 79,273
Jacob Herman Greenberg Fund 24,334
Anna M. Greenspon Memorial Fund
(from Charles Greenspon) 27,527
Shirley S. Greenspon Fund 4,717
Elizabeth N. Gregory Fund 42,354
Helen Griffith Trust 553,273
Jane Z. Griggs Fund 193,443
Raymond W. and Cleo C. Grinold Fund 81,722
F. Louise Griswold Fund 155,967
Cornelia Gross Fund 5,282,412
Robinson A. and Nancy D. Grover Fund 17,151
H
William P. Haas Fund 302,036
James and Florence Gertrude Haddow Fund 34,759
Jessie J. Haight Fund 1,542,074
Edith S. Hale Fund 1,155,690
Luella C. Hale Fund 1,893,518
Joseph T. Hall Fund 3,205,500
Robert C. Hall Fund 526,277
Charles H. Hamlin, M.D. Fund 28,627
Carlotta Hammitt Fund 143,486
Anna Hammons Fund 1,488
Alice A. Harder and
Harriett S. Olzendam Fund 1,210,252
Samuel C. Hardin Fund 127,757
J. Warren Harper Fund 7,140
Marion K. Harris Fund 761,258
Dr. Nathan Harris Fund 77,455
Harold L. Hart and
Ethel B. Hart Foundation Fund 4,136,427
John R. Hart and Pauline Davidson Hart Fund 7,533,392
Hart-Coggeshall Fund 49,938
Hartman-Newfield Tobacco Company Fund 22,433
Virgil L. Hartzog Fund 75,914
David M. Hatheway Fund 38,142
Nathan Haverback Fund 1,856
Charles L. Heath Trust 801,497
Joyce S. Heckman Fund 79,268
Sue W. and Robert C. Hector Fund 298,955
Warren C. Heidel Fund 22,223
Frances S. Hennessy Fund 1,366,020
54 Hartford Foundation for Public Giving

Mary B. Hewes Fund 17,843
Madelyn C. Hickmott Fund 7,981,766
Elizabeth S. Hicks Fund 124,270
Virginia Hicks Fund 134,900
Dr. Otto M. Hirschfeld Fund 20,620
Earl W. Hodge Fund 42,422
Mary G. H. Hoffer Fund 54,956
Dwight A. Hogg Fund 79,440
Elizabeth Glass Hoke Fund 80,833
Benjamin L. Holland Fund 3,904
Alice F. Holmes Fund 543,930
Margaret E. Honan Fund 28,568
H. Mansfield Horner Fund 1,810,412
Latham B. and Elizabeth H. Howard Fund 100,445
Barbara A. and Elijah K. Hubbard Fund 3,735,285
Richard L. and Virginia W. Hughes Fund 292,482
Charles A. Hunter Trust
(A)
Leila C. Hunter Trust
(A)
William Hunter Fund (from his wife, Alice) 9,571
Elizabeth Huntting Fund 3,144,116
R. Eric and Winifred Hutchinson Family Fund 471,353
I
John Avery and Elinor Houghton Bulkeley
Ingersoll Fund 92,445
J
Harry Jacobs Fund 31,365
Katharine Jacobus Fund 42,247
Ann M. Jainsen Fund 50,454
Ann M. Jainsen Fund 909,182
Carl W. and Julia Jainsen Memorial Fund 1,504,928
Wilson and Ann Jainsen Fund 653,143
Alexander & Alice C. Jarvis Fund 1,441,192
Dr. and Mrs. H. Gildersleeve Jarvis Fund 1,120,468
Mary Goodrich Jenson Fund 31,142
James Jewett Fund 14,774
Bertram A. Johnson Fund 896,153
Blanche W. Johnson Fund 1,799,573
Katharine N. Johnson Fund 105,599
Lillian A. Johnson Fund 3,950
Mabel Johnson Fund 2,694,140
Grace D. Joley Fund 1,154,193
K
Sheldon J. Kahn Fund 6,685
Harry G. and Fannie S. Kaminsky Fund 2,133
Ann M. Kane Fund 1,534
William Kashman and Inez P. Kashman Fund 821,549
Louise E. Keister Trust
(A)
W. K. Kellogg Foundation Fund (B)
Linda J. Kelly Family Fund
(B)
Edward H. Kenyon Fund 375,745
Mathilde T. Kingsland Fund 18,479
Eva Kleman Fund 437,581
George Kleman Fund 54,525
Louise J. Klett Fund 1,043,439
Robert C. Knox, Jr. Fund 287,588
Susan Schiro Kominsky Fund 8,894
Doris and Simon Konover Fund
(B)
Koopman Fund 1,120,103
Marion L. Kropp Fund 419,735
Theodore C. and Marie J. Kyle Fund 105,953
L
Doris E. Larson Fund 1,269,833
Betty and John Larus Fund 164,568
H. Warren Lawrence Fund 160,418
Sarah W. Leibert Fund
(from her son, Herbert A.) 3,506
Dorothy H. Leppens Fund 116,251
Robert P. Letendre Fund 22,332
Suzanne M. and George Levine Fund 13,216
Frederick Elbert Lewis Family Fund 705,251
Robert Lienhard Fund 28,235
Boardman F. Lockwood Fund 54,044
Gertrude G. Lofgren Fund 353,743
Bruce and Molly O'Neill Louden Fund 11,005
Jean Allen Day Lowry Memorial Fund 1,341
Lawrence J. Lunden Fund 88,224
Lux Bond & Green Fund 23,521
Lyon Fund 95,391
M
Genevieve MacKenzie Fund 2,006,155
Edward L. and Audrey B. Mahl Fund 2,137
Lottie M. Mahl Estate Fund 3,847
Louise A. Mahl Fund 120,098
Morris and Edith Mancoll Fund 13,148
Marks Family Fund 34,134
Alfred G. Mason Fund 555,646
Roy S. Mason Fund 3,847
Sidney J. Mass Fund 7,864
Mary Massa Trust 549,589
Alice A. McCurry Fund 1,517,330
Julia K. McGovern Fund 1,533,987
Henry R. and Katharine K. McLane Fund 1,109,113
John F. McLaughlin Fund 88,703
Helen L. McManus Estate Fund 418,795
MCW Fund for Women and Children 14,566
Helen H. Meade Fund 352,664
Gertrude M. Meller Fund 361,109
Peggy and Alan Mendelson Fund 172,647
Grace O. and Harold A. Merriman Fund 381,450
Merrow Family Fund 100,555
Message Center Beepers Fund 7,832
Stephen and Patricia Middlebrook Fund 23,688
Frances Thayer Miller Fund 3,290
Margaret Sage Mitchell Estate Fund 124,906
Robert and Adriana Mnuchin Fund 6,117
Samuel E. Molod Family Fund 24,544
Caroline V. Moran Memorial Fund 9,601
Paul W. Morency Fund 24,243
Shirley M. and Edward H. Morgan Fund 70,271
Russell C. Morley Fund 46,796
Mr. and Mrs. Gerard H. Morrissey Fund 1,126,353
2011 Annual Report 55

Mary T. Morton Fund 10,142
William M. Mulford Fund 29,792
Chester H. Munson Fund 311,495
Mr. and Mrs. John S. Murtha Fund
(B)
N
Arlene and Daniel Neiditz Fund 1,310
David H. Neiditz Memorial Fund 166,165
Moses J. and Rachel Neiditz Fund 3,394
D. Robert and Elizabeth Newell Fund 1 944,543
Jon O. and Martha S. Newman Fund
(B)
Germain D. and Patricia L. Newton Fund 80,295
Nutmeg Foundation Fund, to honor
John M. K. Davis 14,369
Alfred G. Nye Fund 80,197
O
Elisabeth R. Ohde Fund 222,291
William J. and Marcia H. Olsson Fund 14,786
P
Kathleen Palm and Joseph Devine Fund 17,915
Bradford E. Parker Fund 584,192
Dorothy E. W. and James R. Parker Fund 62,922
Philip Partington Fund 6,282
Wyman G. and Virginia H. Patten Fund 159,829
Pearse Family Fund 24,557
Edwin L. Pearson Fund 28,623
Grace S. Peck Fund 467,385
Edith Chester Pelton Fund 38,049
Brewster B. and Judith Perkins Fund
(B)
Col. Harry L. Perkins Fund 1,949,484
Judson T., Sr. and Virginia C. Pierson Fund 24,917
Katharine A. Pinney Fund 137,978
Rollin G. Plumb Fund 86,639
Kimberly Ann Porter Fund 9,843
William H. Porter Fund 15,912
Barbara B. Preston Fund 601,903
James D. Price Fund 1,713,684
Clarence L. Prickett Fund 842,846
Claire and Millard Pryor Fund 121,168
R
Dorothy L. Rainford Memorial Fund 13,891
Arthur and Ann Randall Fund 115,881
Nancy Taft Rankin Fund 11,481
Edward Raphael, Esther & Nathan Kleinman
Fund (from Minnie K. Raphael) 18,598
Richard B. Redfield Memorial Fund 9,913
J. Ronald Regnier Fund 11,152
Joseph F. Reheiser Fund 572,103
Louise F. Reheiser Fund 2,115,567
I. William Reisman and
Beatrice W. Reisman Fund 701,212
Julia S. Reynolds Fund
(A)
Harvey B. and Carrie W. Riggs Fund 203,063
Gail Ripley Fund 95,586
Mabel G. and Agnes Ripley Fund 251,446
Rev. Philip W. Roberts Fund 20,099
Victor and Emma Robington Fund 10,733
Patty Levaur Rome Fund 32,354
Edgar L. Ropkins Fund 15,138,185
R. Philip and Rebecca C. Rose Fund 31,231
Frances F. Ross Fund 166,793
Olive L. Rudolph Fund 2,309
Dorothy Mason Russell Fund 205,541
Peter G. and Betsy Russell Fund 62,833
William C. Russell Fund 539,623
S
Robert Salter, Jr. Fund 1,970
Fan Fox Samuels Fund
(from Mr. and Mrs. Richard Koopman) 4,491
Fan Fox Samuels Fund
(from Mr. and Mrs. Bernard Schiro) 3,662
Sappington Schoen Family Fund 336,877
Frank J. and Hilda Saunders Fund 163,492
Hope E. Scattergood Fund 2,544,618
Andrew M. Schatz and Barbara F. Wolf Fund 36,120
Ruth and Walter Schloss Fund 15,030
Isidore Schnap Fund 115,641
Lodewyk A. and Annie R. Schryver Fund 177,985
Sidney Schulman Fund 57,478
Robert H. Schutz, Jr. Fund 2,488,080
Pauline H. Schwind Fund 1,439,045
Walter K. Schwinn Fund 65,727
William N. and Virginia C. Seery Fund 100,360
Seidman Family Fund 14,272
Lily Selitzky Fund 1,378
Norma and Natale Sestero Fund 129,904
Thomas A. and Ann Hayes Shannon Family
Memorial Fund 792,556
Sharpless Family Fund 169,377
Catherine Sullivan Shay and
William Desmond Shay Fund 4,562
Andrew Roy Sheketoff Memorial Fund 88,238
Lewis and Sylvia Sheketoff Fund 22,752
Harry A. Shindler Fund 533,036
Jessie A. Shipman Fund 205,213
Lester E. Shippee Fund 448,503
Debra J. Shulansky Family Fund 5,627
Ralph M. and Ruth K. Shulansky Fund 88,564
The Shulansky Foundation Fund 51,144
Joseph L. Shulman Fund 34,630
Rabbi Morris and Althea O. Silverman Fund 39,413
Robert Siskin Family Fund 21,664
Mollie Slade Fund 21,608
Eleanor Carter Sloan Fund 65,272
Kathleen V. and William H. Smiley Fund 1,140,528
Douglas Tracy Smith and
Dorothy Potter Smith Fund 1,118,674
Grace Fitts Smith Fund 501,723
Julie E. Smith Fund, in memory of her family 91,090
Sarah Conklin Smith Fund 59,245
Winchell Smith Fund 736,749
Smyth Manufacturing Company Fund 22,624
56 Hartford Foundation for Public Giving

Abraham and Lina Solomon Fund 65,936
Philip and Dora Sondik Fund 20,337
Jenny L. Spargo Fund 14,677
Ruth L. Spaulding Fund 46,964
Henry M. and Ilse W. Spiegel Fund 1,481,517
Mary Baker Stanley Fund 1,149,355
Talcott and Nina Stanley Fund 73,124
Wilbur C. Stauble Fund 1,433,503
M. V. and Lucinda S. Stempf Fund (B)
Mary Holden Stephenson Fund 100,210
John W. Steube Fund 1,160,321
Elizabeth K. Steven Fund 76,465
Edward J. and Marilyn D. Stockton Fund 16,586
Mr. and Mrs. Lyndes B. Stone Fund 83,454
Samuel M. Stone Fund 51,746
Leslie M. Stophel and
Douglas J. Myers Fund 10,765
John D. Stout, Jr. Memorial Fund 189,201
Matilda and Beatrice Sudarsky Fund 22,434
Suisman Foundation, Inc. Fund 45,079
Janet and Michael Suisman Fund 12,582
Janet and Michael Suisman Fund 95,838
Michael and Elsa Daspin Suisman Fund
(B)
Samuel C. and Helen K. Suisman Memorial Fund 80,518
Samuel Suisman and
Edward A. Suisman Fund 13,159
Melinda and Paul Sullivan Fund
(B)
Reynold F. and Sylvia N. Svensk Memorial Fund 76,832
Doris S. Swift Fund 677,617
T
Russell P. Taber Fund 2,225,439
Nelson Taintor, Jr. and Virginia Taintor Fund 31,962
Carolyn Talcott Fund 958,476
Jack D. and Ruth H. Taylor Fund 24,315
James and Edith D. Taylor Charitable Foundation
Fund (in honor of J. M. K. Davis) 181,057
Mrs. J. Moulton (Antoinette) Thomas Fund 6,395
Arnold P. and Betty Jeanne Thompson Fund 354,898
Julia Spencer Thrall Fund 3,073,408
Melvin Weisman Title Fund 14,212
James H. and Hetty B. Torrey Fund 92,449
Henry P. and Margaret E. Townsend Fund 577,217
Leonard M. Troub Endowment Fund 148,288
Joseph P. Trumbull Trust
(A)
Charles A. and Ruth H. Tucker Fund 45,732
V
Mrs. Kingsland VanWinkle Fund 16,468
Edmond R. and
Audrey M. (Svensk) Vianney Fund 10,311
Boo, Brett, Martha (Beale),
and Wade Vianney Fund 11,099
Bernard S. Vinick Fund 5,392
Vitamaur Fund 2,756,193
W
Wagoner Family Fund 11,200
Mary E. Q. Walberg Fund 320,526
Henry H. Walkley Fund 1,325,996
Dorothy H. Warner Fund 78,242
Edgar Francis Waterman Fund 483,031
Frederick D. and
Katherine W. Watkins Family Fund 6,039
Mr. and Mrs. Stuart Watson Fund 3,016
Judith A. W. Wawro Fund 52,732
Helen Lyde Wayne Fund 709,561
Katharine Howes Wead Fund 1,327,813
Arthur E. and Elizabeth H. Webster Trust 1 1,027,877
Arthur E. and Elizabeth H. Webster Trust 2 1,296,570
Weed Family Fund 158,605
Oscar and Ruby T. Wegman Fund 29,199
Fannie and Louis Weinstein Fund
(from their daughter, Mrs. Pauline Kopelman) 19,639
Milton and Frances Weinstein Fund 97,436
Jacqueline and Frederic Werner Fund 27,320
Richard G. West Fund 90,492
Stillman F. Westbrook Fund 44,664
Edward J. Whalen Fund 66,101
Mary Pomeroy Wheeler Fund 879,776
Doris E. Whitbeck Fund 278,129
Arthur J. White Fund 80,102
Charles and Mildred White Fund 52,727
Dorothy D. Whitney (Mrs. Howard F.) Fund 219,259
Gladys and Theodore Wielandt Fund 7,253
Wilson and Joanne Wilde Fund 26,083
Charlotte E. Wile Fund 22,837
Edward C. and Mary W. Wilkins Fund 12,037,958
Frances Williams Fund 131,539
Frank O. H. Williams Fund 3,226
Joan Bergmann Wilson Fund 577,053
Muriel and Gordon Wilson Fund 66,288
Mr. and Mrs. John K. Winter Fund 2,457
W. Watson Woodford Fund 37,517
Archibald M. Woodruff, Jr. Fund
(given by his wife Barbara B. Woodruff) 92,612
Charles J. Woods Fund 16,943
Mary Paine Worthen Fund 16,943
Catherine Maus Wright Fund 26,415
Father Paul Wysocki and Family Fund No. 2 91,596
Y
Elsie B. Yeomans Trust 134,484
Z
Henry M. Zachs and
Judith M. Zachs Fund 169,599
Opal Marie Zimmerman Memorial Fund
(from her husband Charles) 41,726
Joseph Zisk Fund 64,674
(A) Income received represents the Foundation’s
proportionate share of income from perpetual
charitable trusts
(B) Balance not listed at donor's request
2011 Annual Report 57

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FINANCE AND ADMINISTRATION
How does the Hartford Foundation
manage its investments?
For 87 years, the Hartford Foundation has been the
steward of a sizable endowment designed to benefit
the Greater Hartford community. In managing the
endowment, our goal has always been to provide
sufficient funds for grants to the community, while
preserving the endowment’s value into the future.
The Foundation’s Board of Directors and investment
committee oversee the management of the endowment.
Their goal is to preserve the endowment’s purchasing
power by achieving long-term investment results that
exceed the Foundation’s spending policy (the amount
needed for grants and expenses) plus inflation.
The investment strategy is determined by the
Foundation’s investment committee, which consists of
volunteer investment experts. It considers past and
expected future performance of available asset classes as
well as investment strategies of other large community
foundations, endowments and pension plans.
The investment committee focuses on the market value
results or “total return” of the endowment.
To enable the Foundation to continue to achieve its
long-term investment goal and minimize downward
swings in portfolio market value, the Foundation’s
investment philosophy emphasizes portfolio
diversification. The Foundation’s current asset strategy
for the Corporate Portfolio includes 62 percent allocated
to equities, 28 percent to fixed income, and 10 percent
to alternative investments. This asset allocation is
determined by the Foundation’s investment committee
and adopted by the Board; it is subject to annual review.
Investing on a global basis enables the Foundation to
expand the investment opportunities available to it while
also reducing the risk that overexposure to one particular
market will impair investment results.
Outside investment professionals, selected and
monitored by the investment committee and the trustee
bank, manage the endowment. Our investment manager
selection process involves rigorous due diligence to
measure key attributes of manager capability and firm
stability. Our intent is to build a long-term relationship
with the manager, in which there is frequent and
detailed information shared about the management
of the portfolio.
“We seek to hire investment management firms
offering a team of highly-experienced investment
professionals with a coherent investment philosophy,“
says Alison Granger, chief investment officer. “Our ideal
active investment manager specializes in a particular
market segment and employs a disciplined investment
process involving thorough proprietary research. The
Foundation retains investment managers we believe are
superior in their ability to analyze the risk of an
investment relative to its potential return.”
As of the end of 2011, the endowment assets
were invested by 29 professional investment
management firms.
What happened to the Hartford
Foundation’s investments in 2011?
Last year’s rollercoaster in stock prices resulted in declines
in most segments of the U.S. and international equity
markets. The equities of large-capitalization U.S.
companies were the exception; returns in this segment
were modestly positive. Fixed income securities, especially
those issued in the U.S., generally provided shelter for
investors from the volatility in the equity market.
The Hartford Foundation’s two broadly-diversified
endowment portfolios were not immune from the
gyrations experienced by equity investors as the
portfolios’ non-U.S. equity holdings declined in value.
This decline was partially offset by the portfolios’
investments in large-capitalization U.S. equities and
in fixed income.
For the year ended December 31, 2011, the Corporate
Portfolio returned -2.1 percent versus a benchmark return
of -.6 percent, while the Trust Portfolio returned -1.7
percent relative to its benchmark return of -1.2 percent.
These returns compare with a rise of 2.1 percent in the
S&P 500 index, a decline of 12.1 percent in international
developed-country equities, as measured by the MSCI
EAFE index, and an increase in the Barclays Capital
Aggregate Bond Index of 7.8 percent over the same
timeframe.
The Hartford Foundation aims to achieve investment
returns that preserve the long-term purchasing power of
the endowment after grants and administrative expenses
have been paid. We measure portfolio progress toward
this goal by comparing it to the Consumer Price Index
plus 5 percent (CPI+5 percent). From September 1996,
when systematic measurement of the Foundation’s
58 Hartford Foundation for Public Giving

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The Hartford Foundation investment committee meets several times a year to review the investment policy and
monitor the performance of investment managers and consultants. “Investment committee members share their
considerable knowledge and expertise, and provide skillful guidance on how best to manage the Foundation’s
endowment,” said Edward J. Forand Jr., Hartford Foundation board chair. “The Foundation, its donors and the
entire community benefit from their commitment and stewardship.”
investment returns commenced, through December 2011,
the Corporate Portfolio has returned 7.1 percent per year,
net of investment management fees. The Trust Portfolio
produced a net return of 6.6 percent annualized over
that period. These returns compare with a return on the
S&P 500 index of 5.9 percent per year over the same
timeframe. The returns of both portfolios have lagged
behind our current purchasing power goal of 7.9 percent
per annum since the end of 2008. The recovery in equity
prices in early 2012 has improved this relationship.
How does the investment
performance impact the
Foundation’s ability to provide
grants to the community?
The Foundation’s spending policy and investment
strategy are designed to work together to preserve the
inflation-adjusted value of the portfolio over a long time
horizon. This protects the community from erosion of the
“purchasing power” of the endowment. Thus, the
Foundation avoids harmful fluctuations in the level of
funding available for current grantmaking, and provides
for investment growth to increase future grantmaking.
The Foundation uses a total return investment
approach, with annual spending for unrestricted funds
set at 5 percent of the previous 20 quarters’ average
market values. This is subject to a floor of 4.25 percent
of current assets, and a ceiling of 5.75 percent of
current assets.
For more information on the Foundation’s investments
or finances, contact Virgilio Blondet at 860-548-1888 or
vblondet@hfpg.org.
2011 Annual Report 59

Investment Returns
The Hartford Foundation’s assets are managed by its corporate affiliate, HFPG, Inc. (the “Corporate Portfolio”) and by
the Trustee Banks (the “Trust Portfolio”). Donor funds held by HFPG, Inc. are invested on a diversified basis with
professional investment managers retained by the Foundation’s Investment Committee. Bank of America, N.A. acts as
the Trustee for the component trusts that are held in a common fund. (The other trustee bank is First Niagara Bank.)
The Trustee has sole authority to invest in a diversified portfolio with professional investment managers (which may
include Bank of America, N.A. or any of its investment management affiliates) chosen on a competitive basis.
Both HFPG, Inc. and Bank of America use the services of a professional investment consultant.
Investment performance of the Foundation’s broadly-diversified endowment
portfolios for periods ended December 31, 2011:
CORPORATE PORTFOLIO (HFPG, INC.)
VALUE: $263.3 MM
TRUST PORTFOLIO (TRUSTEE BANK)
VALUE: $451.8 MM
One-
Year
-2.1%
Three-
Year
12.1%
Five-
Year
3.3%
Ten-
Year
5.9%
One-
Year
-1.7%
Three-
Year
12.8% Five-
Year
2.3%
Ten-
Year
5.3%
Annualized investment returns are net of investment management fees.
Where the Hartford Foundation’s
Dollars are Spent
Grants: $28.7 MM
Related Program Activities and
Foundation-administered Projects*: $2 MM
Administrative (operating costs): $6 MM
* includes operation of Nonprofit Support Program,
Hartford Area Child Care Collaborative, Brighter
Futures, Hartford Community Schools, and Adult
Literacy initiatives
60 Hartford Foundation for Public Giving

Summary of 2011 Finances
2011 2010
Assets:
Receivables 2,492,580 4,689,628
Investments 723,835,365 756,159,965
Other Assets 1,358,047 1,373,307
Total Assets: 727,685,992 762,222,900
Liabilities and Net Assets:
Accounts Payable 7,500 0
Grants Payable 25,690,857 23,716,832
Other Liabilities 5,872,474 6,298,474
Net Assets 696,115,161 732,207,594
Total Liabilities and Net Assets: 727,685,992 762,222,900
Revenues:
Contributions 18,097,366 9,839,667
Other Revenue Adjustment (1,545,580) 1,856,695
Total Revenues: 16,551,786 11,696,362
Grants and Expenses:
Grants* 28,698,800 28,992,237
Program Support and
Foundation-administered Projects 2,058,371 1,988,220
Operating Expenses 6,076,059 5,699,379
Other Expenses 231,177 441,832
Total Grants and Expenses: 37,064,407 37,121,668
Total Investment Return: (15,579,816) 92,808,356
Total Assets:
Beginning of Year 762,222,900 695,614,712
End of Year 727,685,992 762,222,900
* does not include grants from agency endowments
For more information:
For a complete copy of the audited report of the Hartford Foundation’s finances for 2011,
visit our website at www.hfpg.org/audit or contact the finance department at 860-548-1888.
To view a copy of our tax return (IRS Form 990), visit www.guidestar.org
or contact the Foundation.
2011 Annual Report 61

Board of Directors
In 1925, the founders of the Hartford Foundation designed a governance
structure that would ensure leadership by individuals of the highest caliber
who are knowledgeable about the community and able to make fair decisions
about complex issues. This model continues to serve the Foundation and the
community well.
The volunteer, nine-member Board of Directors governs the activities
and grant decisions of the Foundation. Board members are appointed for
five-year terms, with a maximum of two terms.
THE ORIGINAL BOARD:
Charles A. Goodwin, 1936-54,
Chair, 1936-54
J. M. K. Davis, 1936-71
Chair, 1955-69
Earle Dimon, 1936-54
Mrs. Herbert Fisher, 1936-54
Spencer Gross, 1936-69
Henry J. Marks, 1936-47
Mrs. Bernard T. Williams, 1936-48
OTHER BOARD MEMBERS:
Frederick G. Adams, 1981-90
Chair, 1987-90
Lucian E. Baldwin, 1967-76
Chair, 1970-75
Maxwell M. Belding, 1972-81
Francisco L. Borges, 1999-2009
Maria Borrero, 1988-91
John C. Brittain, 1995-99
Mrs. Paul Callanan, 1955-69
William P. Conklin, 1956-73
Paul Copes, 1991-94
James A. Crowley, 1994-2000
George Day, 1954-66
James F. English, Jr., 1985-96,
Chair, 1991-96
William E. Glynn, 1969-83
Chair, 1979-82
Blanche S. Goldenberg, 1996-2005
Chair, 1999-2002
Delores Graham, 1976-80
Miss Cornelia Gross, 1970-83
Nancy D. Grover, 1997-2004
Chair, 2003-04
Benjamin Holland, 1954-61
Lawrence A. Howard, 1948-51
Mark F. Korber, 1999-2008
Chair, 2005-08
Hartzel Z. Lebed, 1981-85
George Levine, 1984-93
Thomas M. Malloy, 2002-06
Albert Marks, Sr., 1947-65
Stephen B. Middlebrook,
1997-2006
Robert K. Mooney, 1973-82
John S. Murtha, 1977-86
Chair, 1983-86
Jon O. Newman, 1986-95
Lillian Ortiz, 2003-05
Brewster B. Perkins, 1985-98
Chair, 1997-98
Ellen Ash Peters, 1997-2001
Nancy T. Rankin, 1993-2002
John C. Reagan, 1983-84
Lewis J. Robinson, 2003-10,
Chair, 2009-10
Rosaida Morales Rosario,
1991-2002
Edward J. Forand Jr., Chair
Retired, President and CEO,
The Children’s Museum
Appointed by the Judge of
Probate Court, District of
Hartford, 2000
Yvette Meléndez, Vice Chair
Vice President, Government
and Community Alliances,
Hartford Healthcare and
Hartford Hospital
Appointed by the Board
of Directors, 2005
Robert B. Goldfarb, Treasurer
President, HRW Resources, Inc.
Appointed by the
Trustee Banks, 2007
David M. Borden
Retired, Connecticut
Supreme Court Justice
Appointed by the Chief
Justice of the Connecticut
Supreme
Court, 2007
Beverly P. Greenberg
Active Community
Volunteer
Appointed by the Board
of Directors, 2005
Bonnie J. Malley
Executive Vice President,
Human Resources &
Corporate Services,
The Phoenix Companies, Inc.
Appointed by the Chair,
MetroHartford Alliance, 2006
Rodney O. Powell
President and Chief
Operating Officer,
Yankee Gas Services
Company, a subsidiary of
Northeast Utilities
Appointed by Hartford
Consortium for Higher
Education, 2012
JoAnn H. Price
Founding Partner
and President,
Fairview Capital
Partners, Inc.
Appointed by the Board
of Directors, 2010
Susan J. Sappington
Active Community
Volunteer
Appointed by the Chair,
United Way of Central
and Northeastern
Connecticut, 2009
62 Hartford Foundation for Public Giving

Herbert P. Schoen, 1982-85
Sue Ann Shay, s.n.d.,
1987-96
Lester Shippee, 1951-56
Lyndes B. Stone, 1961-75
Michael Suisman, 1966-79
Chair, 1976-78
Judith S. Wawro, 1983-92
Wilson Wilde, 1987-96
Committees
In addition to the
members of the Board of
Directors, the Hartford
Foundation is fortunate to
have other volunteers who
collectively contribute
hundreds of hours of
service and advice to help
the Foundation in a
number of areas.
Listed here are the
members of the standing
subcommittees of the
Board of Directors and
advisory committees.
ADMINISTRATION
COMMITTEE
Bonnie J. Malley*, Chair
Edward J. Forand Jr.*•
Robert B. Goldfarb*
Beverly P. Greenberg*
Yvette Meléndez*
GOVERNANCE
COMMITTEE
David M. Borden*, Chair
Beverly P. Greenberg*
Yvette Meléndez*
Susan J. Sappington*
AUDIT COMMITTEE
JoAnn H. Price*, Chair
David M. Borden*
Edward J. Forand Jr.*•
Bonnie J. Malley*
Rodney O. Powell*
INVESTMENT
COMMITTEE
Robert B. Goldfarb*, Chair
Edward J. Forand Jr.*•
David Marks
C. Roderick O’Neil
JoAnn H. Price*
David M. Roth
Cynthia Steer
John Wright
INVESTMENT ADVISOR:
Michael Miller, Colonial
Consulting, LLC
COUNSEL:
Robinson & Cole
CULTIVATION
COMMITTEE
Beverly P. Greenberg*, Chair
Luis Cabán
Francine Christiansen
Christopher Cloud
William H. Connelly
Edward J. Forand Jr.*
Lorrie Greenhouse Gardella
Nancy Grover
Evelyn LaFontaine
Thomas D. Lips
Estela López
Carle Mowell
Brewster B. Perkins
David A. Putt
Lewis J. Robinson
Susan J. Sappington*
Hy Schwartz
Dougie Trumble
Judith S. Wawro
Robert A. White
BRAINARD FUND
ADVISORY COMMITTEE
David M. Borden*, Chair
Ellen Andrews
James Cox-Chapman, M.D.
Johvonne Claybourne, M.D.
Lynne Garner
Susan J. Sappington*
Judith Wawro
CATALYST ENDOWMENT
FUND STEERING
COMMITTEE
Andrew Worthington, Chair
Bob Cave
Francine Christiansen
Kathleen Costello
Diane Foley
Bob Hall
David Klein
Debbie Kleinman
Judy Nellen
Kim Pita
Brie Quinby
Susan Reinhart
David Williams
Bob White•
LATINO ENDOWMENT
FUND STEERING
COMMITTEE
Germán Bermúdez, Chair
Luis Cabán
Walter Diaz
Frank Donis
Barbara Fernandez
Marilda Gándara
Augusto Gautier
Evelyn LaFontaine
Estela López
Yvette Meléndez*
Enid Rey
Rosaida Rosario
PROFESSIONAL
ADVISORY COMMITTEE
Danielle P. Ferrucci, Chair
Morris W. Banks
Christel Ford Berry
Alfred R. Casella
Daniel P. Casper
William H. Connelly
Christopher S. Drew
Nancy B. Fellinger
Lisa M. Gilmore
Douglas E. Kerr
Benjamin D. Kille
Kevin C. Leahy
Michele D. Loughlin
Stuart E. Magdefrau
Alan J. Nathan
Mark H. Neikrie
Louise E. Pisarski
Monique R. Polidoro
Barbara J. Randolph
Heather J. Rhoades
James G. Russell
Barbara A. Taylor
Stephen P. Whittemore
Jeffrey M. Winnick
Maureen O. Zavatone
SCHOLARSHIP
COMMITTEES
Includes members of
Interview and Selection
committees
Gemma Baker
Germán Bermúdez
Beverly Boyle
Corey Brinson
Kim Burris
Marla Byrnes
Luis Cabán
Britt-Marie Cole-Johnson
Nicholas Criscitelli
Booker DeVaughn
Elena DeVaughn
Deb Grehn
Kristen Horrigan
Ilene Kaplan
Tom Mahoney
Susan Myers
Chris Pandolfe
Lucille Pelletier
Richard Pinder
Monique Polidoro
Tyler Polk
Elizabeth Reilly
Rosalie Roth
Sue Shepard
Gail Stafford
Kathy Steinwedell
Coreen Sunde
Charles Teale, Sr.
Dougie Trumble
Anna Webersen
Sherwood Willard
* Member of Board
of Directors
• Ex-officio
2011 Annual Report 63

Hartford Foundation Staff
Deborah Battit
Senior Strategy and
Planning Associate
Sarah Carlson
Donor Services
Associate
Julie Feidner
Executive Assistant to
the President
Elysa Gordon
Assistant Director,
Brighter Futures
Initiative
Susan Harmon
Accountant/
Bookkeeper
Shirley Beyor
Special Assistant,
Nonprofit Support
Program
Richard Cave
Special Consultant
Gretchen S. Fountain
Senior Donor Services
Officer
Betty Ann Grady
Senior Philanthropic
Services Associate
Karen Hartenstein
Operations Manager,
Hartford Area
Child Care Collaborative
Virgilio Blondet, Jr.
Vice President for
Finance and
Administration
George T. Chappell
Communications
Officer
Erika Frank
Program Associate
Alison Granger
Chief Investment Officer
Betsy Johnson
Nonprofit Support
Program Associate
Tracy Bradley
Office Clerk
Chari Chester
Program Assistant
Louise L. Galvin
Senior Human Resources
Officer
Dawn Grant
Senior Program
Associate
Donna E. Jolly
Vice President for
Communications
and Marketing
LouAnn Campanello
Controller
Cyrus Driver
Vice President for
Strategy and Planning
Cheryl L. Gerrish
Grants Manager
Andrew Halpryn
Manager of Information
Systems
Laurel A. Kelly
Senior Communications
Officer
64 Hartford Foundation for Public Giving

Linda J. Kelly
President
Sharon O’Meara
Director, Workforce
Investments
Peter Rosa
Senior Program Officer
Meher Shulman
Associate Director,
Nonprofit Support
Program
Elena Trueworthy
Director, Hartford Area
Child Care Collaborative
Michelle Mays
Communications
Associate
Janis Peyton
Administrative Assistant
Judy Rozie-Battle
Senior Program Officer
Sara A. Sneed
Director, Education
Investments
Kandianna Valiotis
Philanthropic Services
Associate
Judith McBride
Senior Program Officer
Lori G. Rabb
Vice President for
Philanthropic Services
Chris Senecal
Communications and
Marketing Officer
Amy Studwell
Program Officer,
Nonprofit Support
Program
Harriet P. Vose
Accountant
Marjorie Mlodzinski
Assistant Grants
Manager
Annemarie H. Riemer
Director, Nonprofit
Support Program
Susanne Seney
Funds Manager
Richard A. Sussman
Director, Brighter
Futures Initiative
Sally J. Weisman
Senior Philanthropic
Services Officer
Maria I. Mojica
Vice President for
Programs
Augustina Rivera
Grants Associate
Emily Sharkey
Program Associate
Faith Thomas
Receptionist
Maggie Willard
Senior Donor Services
Officer
2011 Annual Report 65

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contact us:
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Email an individual staff member through our website: www.hfpg.org/staff
Special thanks to Robinson & Cole LLP for valuable legal services offered to the Hartford Foundation
at a discounted rate, and to Bauzá & Associates for discounted Hispanic marketing services.
ANNUAL REPORT 2011
Special thanks to the individuals, families and organizations that created new funds in 2011 for sharing their photos.
Design: John Alves, Hartford; Printing: J.S. McCarthy Printers, Newington; Photography: Brian Ambrose Photography, Glastonbury – page 41 (bottom l);
Capital Workforce Partners, Hartford – page 27; Carrie Draghi Photography LLC, South Glastonbury – page 32; Riley D. Johnson, Jr. – pages 10, 31, 36-37;
Jake Koteen Photography, East Granby – pages 4, 6, 8, 12, 14, 16, 22, 24, 28, 34-35; Literacy Volunteers of Greater Hartford, Hartford – page 26;
H. Robert Thiesfield, Rocky Hill – pages 3, 59.
Staff and board photos – pages 62, 64-65: Riley D. Johnson, Jr., Jake Koteen Photography and H. Robert Thiesfield.
66 Hartford Foundation for Public Giving

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