2007A N N U A L R E P O R TLet your legacy make a difference in Chester CountyThe Lincoln Building | 28 W. Market Street | West Chester, PA 19382610.696.8211 | www.chescocf.org | email: firstname.lastname@example.orgOUR focus is the future OF CHESTER COUNTYAnnual Report CreditsDesign Firm:The Merz GroupPrinter: Offset ImpressionsPhoto Credits: Scott RowanMailing: M R Direct
WHAT IS A COMMUNITY FOUNDATION?LEGACY PHILANTHROPY . . . . . . . . . . . . . . . . . . . 1GRANTS, SCHOLARSHIPS & AWARDS . . . . . . . . . 4FUNDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8AFFILIATE FUND . . . . . . . . . . . . . . . . . . . . . . . . . . 11DONORS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18FRIENDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30SWEET CHARITY . . . . . . . . . . . . . . . . . . . . . . . . . . 31DIRECTORS & COMMITTEES . . . . . . . . . . . . . . . . 32INVESTMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34FINANCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Established in 1994, the Community Foundation builds communityassets for perpetuity. The Community Foundation is entrustedwith substantial amounts of money over time from the contributionsof people of significant wealth and modest means. TheCommunity Foundation uses the income from these funds, in theform of grants, to meet the community’s charitable needs now andinto the future.Most of the funds at the Community Foundation are endowmentfunds. An endowment fund is a permanent fund that creates asustainable flow of grant dollars forever. Through prudentinvestment, both the body of the endowment and the distributionavailable for grantmaking increase over time.The Chester County Community Foundation has three uniquefeatures:local expertise about important projects and programs that aremaking a significant difference in Chester Countypersonalized service to donors who want to maximize the impactof their contribution; andcommunity convener for issues that benefit from partnerships.With the support of those who care about Chester County, we willcontinue to grow and enhance the quality of life for all who liveand work in Chester County.OUR focus is on youLEGACY 1
FOCUS ON FAMILY LEGACY PHILANTHROPYThis year, the Chester County Community Foundation increased its services to familieswho want to give back to the community and make the world a better place, forever.For the family donor advised funds and field of interest funds entrusted to the CommunityFoundation, professional staff works with families to:• create each family’s charitable mission statement• understand where charities fit into the world, and what they accomplish• learn more about community issues• select high-performing charities that meet each families’ interests andpriorities; and• make grants to help improve the community, in areas that are importantto each family member.This year, 29 new funds were created at the Community Foundation, for a totalof 259 funds. 2,458 donors contributed $2,474,704, bringing total assets to $25,178,827.These funds distributed over $3.7 million in grants and scholarships.The Community Foundation takes care of the compliance paperwork, investments, andresearch, so that family members can focus on making grant decisions. We invite you andyour family to get involved, and feel the importance and joy of charitable giving. We urge youto establish your own Chester County legacy, aiming high to benefit our future generations.For Good. For Ever.Sincerely,Madeleine Wing Adler, Ph.D.Chair of the Board 2006-2008Karen A. SimmonsPresident/CEOLEGACY 2THE POWER OF legacy philanthropyThe Chester County Community Foundation leads, inspires and encourages all individuals andorganizations to create or contribute to lasting philanthropic charitable legacies, using the power ofcollective philanthropy to improve the quality of life primarily in Chester County.
GRANTS 4grants, scholarships & awardsThe strength of the Chester County Community Foundation is in its power to change peoples’ lives. Each year, hundreds oforganizations-and thousands of people-are touched through the generosity of our donors.Our donors establish grantmaking funds at the Community Foundation. The majority of grant decisions are made by thefamilies and individuals whose funds the Community Foundation hold in trust. The typical grant size averages $3,500. TheCommunity Foundation also grants a modest amount from its Fund for Chester County, based on decisions made by avolunteer Grants Committee.During FY2007 2,458 donors contributed $2.5 million to the Foundation, increasing our total assets to $25.2 million.$3,757,946 in grants and scholarships were awarded this year to address needs in our community:During FY2007, the Community Foundationproudly awarded grants to these nonprofits. Due tospace limitations, only grants over $500 are listed:Academy of Natural SciencesAid for FriendsAlliance for Better HousingAmerican Cancer SocietyAmerican Heart AssociationAmerican Helicopter Museum & EducationCenterAmerican Red Cross, SEPA ChapterAmerican ValuesARC of Chester CountyAtlantic Salmon FederationBank Street College of EducationBarclay FriendsBethany Children’s HomeBig Brothers/Big Sisters of Chester CountyBishop Shanahan High SchoolBorough of ParksburgBoston FoundationBournelyf Special CampBoy Scouts of America, Chester County CouncilBrandywine ConservancyBrandywine Health FoundationBrandywine Valley Associationbreastcancer.orgBridge Academy and Community CenterBridge of HopeBryn Mawr Presbyterian ChurchBucknell UniversityCalvary Lutheran ChurchCamp DreamcatcherCamphill Soltane FoundationCamphill Special SchoolCampus Crusade For Christ InternationalCanine Partners for Life433 grants totaling $3,580,042 and 135 scholarships totaling $117,905Center for World MissionCharles A. Melton Art & Education CenterChesPenn Health ServicesChester County Art AssociationChester County Bar FoundationChester County CaresChester County Community DentalChester County Fund for Women and GirlsChester County FuturesChester County Health DepartmentChester County Hospital FoundationChester County MH/MRChester County OpportunitiesIndustrialization CenterChester County Parks & RecreationChester County SPCAChester County Women’s ServicesChildren’s Hospital FoundationChildren’s Hospital Los AngelesChildren’s National Medical CenterCitizen Advocacy of Chester CountyThe Clinic in PhoenixvilleCoatesville Area Arts AllianceCoatesville Area Senior CenterCoatesville Center for Community HealthCommunity Bible Fellowship ChurchCommunity CoalitionCommunity Gardens of Chester CountyCommunity Volunteers in MedicineCounty Corrections Gospel MissionCovenant House PADaemion Counseling CenterDelaware County Community CollegeEducational FoundationDickinson CollegeDomestic Violence Center of Chester CountyDowningtown Area School DistrictEast Fallowfield Elementary PTOEvergreen State College FoundationFairville Friends SchoolFamily Research CouncilFamily Service of Chester CountyFeeling BlueFirst Presbyterian ChurchFocus on the FamilyFrench & Pickering Creeks Conservation TrustFriends Association for Care & Protectionof ChildrenFriends Home in Kennett SquareFriends of Nixon Park/Kennett Area ParkAuthorityFriendship Ministries FoundationFund for West Chester UniversityGarage Community & Youth CenterGeorge SchoolGirl Scouts of Freedom ValleyGlobal ActionGlobal Aid NetworkGood Fellowship AmbulanceGood NeighborsGood Samaritan ShelterGood WorksGrace Evangelical Lutheran ChurchGraystone SocietyGreat Valley Community Partnership forHealthy YouthGreat Valley School DistrictGreen Valleys AssociationGrimes A.M.E. ChurchHabitat for Humanity - HeadquartersHabitat for Humanity of Chester CountyHandi-CraftersThe HickmanHistorical Society of PAHospital of the University of PAHousing Partnership of Chester CountyInterfaith Housing Assistance CorporationJ. Wood Platt Caddie Scholarship TrustJenner’s PondJoni & FriendsKenn ParcKennett After-School Association-After the BellKennett Area Senior CenterKennett Area YMCAKennett Symphony of Chester CountyKennett Underground Railroad CenterLa Comunidad HispanaLancaster Bible CollegeLifeline Family CenterLighthouse Youth CenterLord’s Pantry of DowningtownLyme Disease Association of SE PAMap InternationalMaternal & Child Health ConsortiumMaysie’s Farm Conservation CenterMichael Petrone FoundationMill at Anselma Preservation Educational TrustMothers Against Drunk DrivingNatural Lands TrustNeighborhood HospiceNeighborhood League Health ServicesNew London Presbyterian ChurchNew York City ReliefOctorara Football ClubOctorara YMCA/Octorara Communities That CareOpen HearthOperation WarmOpportunity InternationalOrion CommunitiesOxford Area Neighborhood Services CenterOxford Church of the NazareneCCCF Grants Distributed July 1, 2006 - June 30, 2007Oxford Educational FoundationOxford Senior CenterPA Association for the Blind-ChesterCounty BranchPA Bible SocietyPA Family InstitutePA Home of the SparrowPA Hunt Cup CommitteePeople’s Light and Theatre CompanyPhilabundancePhiladelphia ZooPhoenixville Area Positive AlternativesPhoenixville Community Education FoundationPlanned Parenthood of Chester CountyPolice Athletic League of Greater West ChesterPottstown Cluster Outreach CenterPriority One FoundationProject R.A.K.E.Quest Therapeutic ServicesRails to Trails ConservancyRecording for the Blind & DyslexicRedeem the VoteResidential Living OptionsRotary FoundationRuth S. Hodgson Scholarship FundS.A.V.E.Sadsbury Township PoliceSafe HarborSalvation Army of Greater West ChesterSalvation Army-PottstownSanford SchoolSmile TrainSouthern Chester County Day Care AssociationSouthern Chester County YMCASpecial Olympics PA/Chester CountySt. Agnes Day RoomSt. Agnes Roman Catholic ChurchHuman Services 28%Health 29%Religion 1%St. Mary’s Franciscan ShelterSt. Peter’s Lutheran ChurchStroud Water Research CenterThirteen/WNETTransition Dynamics AssociatesUnited Way of Chester CountyUnited World Mission #031272Upland Country Day SchoolUpper Main Line YMCAVolunteer English ProgramThe WentworthWest Chester Area School DistrictWest Chester Area Senior CenterWest Chester Civic AssociationWest Chester Parks & Recreation / “SendA Kid To Camp”West Chester UniversityWharton Esherick MuseumWilderness SocietyWilliam Alanson White InstituteWings for SuccessWistar InstituteWoman’s Club of DowningtownWork To RideYMCA of The Brandywine ValleyYMCA-Hip Kids ProgramYoung Life of Richmond-West EndYoung Life OxfordYWCA of PottstownTo obtain grant and scholarship guidelines,contact the Chester County CommunityFoundation at (610) 696-8211 email@example.com. Forms are online atwww.chescocf.org.Arts & Culture 4%CommunityImprovement 9%Education 20%Scholarships 5%Enviromental 4%
AWARDS 6philanthropy awardsThe Chester County Community Foundation established “Let Your Legacy Make A Difference Awards” to highlight philanthropicgood works and inspire more individuals throughout Chester County to be philanthropic. Philanthropy is defined as “active effortsto promote human welfare as manifested in donations of money, property, or work to needy persons or to socially useful purposes.”Legacy philanthropists give of their own time and resources, as well as inspire others to give for the long run.Commissioner Patrick C. O’Donnell, Esq., Community Foundation BoardChair and WCU President Dr. Madeleine Wing Adler and first Jordan Awardrecipient, Elizabeth R. Moran; together present the Jordan Award angels tothis year’s Jordan Award winners, Moira and Ken Mumma.Board Chair Dr. Madeleine Wing Adlerand Nominator Dr. Louis Beccariapresent award to Emma Valenteen.THANKS FORCARING AWARD -Emma ValenteenEmma Valenteen ofPhoenixville was praisedby nominator Lou Beccariaas “a grandmother to thecommunity who changespeople’s lives one at atime.” Her communityvolunteerism started in1956 when she foundedthe Phoenixville Senior High School Booster Club. Sincethen, she has served as a member, and past officer, of theSocial Concerns Committee of the Greater PhoenixvilleCouncil of Churches and coordinates the Funeral LunchProgram. In 1991, Emma founded the Phoenixville chapterof Compassionate Friends, an international, all-volunteerorganization which provides compassion, understandingongoing support for those who have lost a child. For nearlyfifty years Emma has been giving unselfishly of her time,her compassion, and her good humor.THANKS FOR CARING AWARD -Joan HollidayJoan Holliday of Chadds Ford was spotlightedfor her tireless work to unite andempower communities that struggle withethnic and economic division. A PublicHealth nurse, Joan served as BoardPresident of La Comunidad Hispana,steering the agency through a successful reorganization.She founded Bridging the Community, mentors withMentoring Youth in Kennett Elementary, and tutors withStudy Buddies. She has helped organize the Historic EastLinden Project. Joan plays an important role in developingKennett’s Martin Luther King, Jr. Breakfast, an annualevent that commemorates Dr. King’s legacy and raisesmoney for local projects that increase peace and harmony.CORPORATE SOCIAL INVESTMENT AWARD -Michael Bontrager/Chatham FinancialChatham Financial, which advises its customers on interestrate and currency risk management, is an exceptionalcorporate citizen. In addition to financial generosity,Chatham employees are encouraged and challenged tobecome engaged with their community on a personal level.Chatham’s employees are passionate community volunteers,involved in issues relating to education, youth empowerment,and poverty reduction.Michael B. Karwic is presentedthe Door Opener Award byDavid M. Frees, III, Esq.DOOR OPENER AWARD -Michael B. KarwicThis award was established bythe Community Foundation torecognize a professional advisorwho actively promotes legacyphilanthropy. Professionaladvisors (estate planningattorneys, accountants, trustofficers, financial managers,and wealth managers) who present and explain charitableoptions with their estate planning clients are significant inpropelling philanthropy.During the year, Michael B. Karwic of Morgan Stanleyresolved to introduce one person weekly to the CommunityFoundation. He surpassed his goal by hosting a Ben &Jerry’s reception attended by 350 Community Foundationguests. Michael is an energetic ambassador who consistentlyasks clients to consider how philanthropy fits into their lifeplan.YOUTH PHILANTHROPY AWARD -Sarah AbelSarah Abel of New London was honored for her foundingand continuing involvement with Project R.A.K.E., whichstands for Random Acts of Kindness Everywhere. ProjectR.A.K.E. began in 2000 when 15 year old Sarah Abeldecided to address growing needs in her own backyard. Todate, 311 youths have helped 116 families with homerepairs, and this is just the beginning.DR. HENRY A. AND BARBARA M. JORDAN AWARD:Moira & Ken MummaThe Community Foundation created the Jordan Award in 1999 to honor the philanthropy of Dr. Henry A. and Barbara M.Jordan of Chester Springs. This award annually honors an individual who has demonstrated a lifetime of exemplaryphilanthropic leadership. Philanthropic involvement must be broad in scope, leading to significant accomplishments thatultimately make a real difference in improving the quality of life in Chester County.Although “quiet philanthropy” is their hallmark, this year Ken and Moira Mumma of Chester Springs stood in thespotlight to receive the Community Foundation’s prestigious Jordan Award. Award presenter Betty Moran described thecouple’s passionate and dedicated involvement to a variety of charities, locally and throughout the world.In his capacity as Chairman and CEO of New Century Bank, Ken Mumma is at the helm of a striving socially-responsiblecompany, serving as a community leader and advocate for social corporate responsibility. Numerous regional nonprofitshave benefited from his leadership and dedication to the community. For example, Ken serves as the Board Treasurer ofPhoenixville Area Positive Alternatives and has served on the Asset Management Team for the Camphill SoltaneFoundation and the Finance Committee for Camphill Special Schools.Out of her concern for community-based, sustainable solutions for people denied opportunity and choice, Moira Mummahas worked for 20 years at Citizen Advocacy of Chester County, a grassroots nonprofit that initiates life-long matchesbetween people with disabilities and those without.Moira is a founder and current President of the Community Coalition, which helps grassroots nonprofits undertake co-operativefundraising ventures to expand their work. Moira has also served on the Board of the Chester County Fund forWomen and Girls, Orion Communities, and the Chester County Community Foundation. She has served as an AmbassadorAwards Judge for the Interservice Club. In 2000, Moira was the second recipient of the Reverend Martin Luther KingHumanitarian Award from the Greater Phoenixville Council of Churches.Ken and Moira have a lifetime of dedicated service to a wide array of philanthropic causes in Chester County and furthera field. They chose to split the Jordan Award grant between two nonprofits, the Community Coalition and People’s Lightand Theatre Company.JORDAN AWARD HONOREES2000 Elizabeth Moran of Paoli2001 Gordon B. Hattersley, Jr. of Berwyn2002 Aaron Martin of Kennett Square2003 Charles L. “Skip” Huston, III of Chester Springs2004 Penelope “Penny”Wilson of Malvern2005 David M. Frees, Jr. of Phoenixville2006 Moira & Kenneth Mumma of Chester SpringsThe Community Foundation accepts nominations for Legacy Awards throughout the year. Decisions are made each summer.To receive a nomination form, contact the Community Foundation at (610) 696-8211 or www.chescocf.org.
FUNDS 8fundsThe Chester County Community Foundation proudly presents these 259 funds that have been established at the CommunityFoundation since our founding in 1994. The 29 funds established this year are in colored print. Noted after each fundis the inception date.CCCF FUNDSAdler Legacy Fund Honoring Eva L.Verplanck, Ph.D., 2007Annuity Fund for CCCF, 2002Arts Forever Endowed Fund, 2007Benjamin Franklin Trust, 1995Chester County Community Foundation -Annual Operating Fund, 1994Chester County Community Foundation -Operating Endowment, 2000Chester County Community Foundation -Youth Philanthropy Fund, 2005Fund for Chester County - GrantsEndowment Fund, 1995Fund for Coatesville, 2000Gettysburg Address Contest, 2004Jordan Award Fund, 2000Lincoln Building - Endowed Fund, 1998Lincoln Building - Provisional Fund, 2003Lincoln Building Monitoring - BrandywineConservancy, 1998Philadelphia Inquirer Fund, 1998Richard I.G. Jones Legacy Grants Fundof the Fund for Chester County, 2007Verizon Reads: Chester County LiteracyChampions Fund, 2004West Chester Trust & Relief Fund, 2000CCCF AFFIILATE FUNDSChester County 2020 - Annual OperatingFund, 1998Chester County 2020 - OperatingEndowment, 2001DONOR ADVISED & FIELDOF INTEREST FUNDS1002 Fund, 1999Aaron & Jean Martin Fund, 1996Anne Stroud Hannum Fund, 1998Barney Harahan Memorial Fund, 2002Barrie Stavis Foundation, 2002Baylus & Deborah Francis Fund, 2002Beccaria Charitable Fund, 2006Brianne Carter Memorial Fund, 1999Bugel Family Fund, 1998Caroline Manning Bolton Legacy Fund,2002Chain of Love Foundation for TurnerSyndrome, 2004Champlain Social Ministry Fund, 1999Chase Your Dream EndowedFoundation, 2007Chester County Fund for TeacherSupport, in Memory of Taylor PattersonCrane, 2007Clay-Mir Charitable Foundation, 2001Coatesville Community Health Fund, 1996Connor T. Schmidt Foundation, 2001Constance & Michael Briglia MemorialFoundation, 2006Daryl E. & Martha J.Thomas Fund, 2002David A. Jackson Legacy Fund, 2005Delno C. Large & Dennis C. LargeMemorial Fund, 2005Di & Dallas Krapf Foundation, 1999Diane & Thomas Lafferty Fund, 1999Doe Run Charitable Fund, 2005Edward & Mary Ann Bassett Fund, 2007Edward H. & Dorothy K. DickolFoundation, 2006Everett Frank Legacy Fund, 2001Fairlane Fund, 2007Farnesi Family Foundation, 2000Featherman Family Fund, 2007Francis J. Snyder Foundation, 2007Frees Family Fund, 1998Front Porch Trust Fund, 2004Ginger English Memorial Fund, 2007Good Fight Foundation, 2005Goodnow Fund, 2004Happy Romar Fund of Chester County,1999Harry & Aggie Tyler Can-Do Foundation,1999Healthy Communities Partnership, 1997Heart in Hand Partnership, 2000Helen & Paul Breitegam Fund, 2003HeLP Fund, 2000Henkels & McCoy Inc. Charitable Fund- Golf Outing East, 2007Henkels & McCoy Inc. Charitable Fund- Golf Outing West, 2007Hennigan Family Fund, 2007Hollenbach Family Foundation, 2001Honorable Dr. Elinor Z.Taylor CharitableFoundation, 2005James M. & Lois B. Herr FamilyFoundation, 1996Jane M. & George P. Warren, Jr. FamilyFund, 2000Jim Decker Compassion MinistryFund, 2002Joan & William Walkup Family Fund,1999John Rock Memorial Fund, 2004Jordan Family Fund for Chester County,1995K&M Fund, 2003Karrlin Field Memorial Fund, 2005Kathleen McBratnie Memorial Fund, 2004Kenneth W. & Joanne H.Tunnell Fund,1997Kennett Cultural Initiative, 2005Kevin Holleran Fund, 1999Koester Family Foundation, 2000Krapf Family Foundation, 1999Leg Up Fund, 2007Let’s Read Math/AAUW, Makefield AreaBranch, 2005Let’s Read Math/AAUW, West Chester-Chester County Branch, 2005Lockwood Fund, 2007M&M Fund, 2001Margaret E. Coppedge Memorial Fund toBenefit Grimes AME Church SundaySchool, 2005Marjorie L. & Arthur P. Miller, Jr.Fund, 1995Maurice E. Warrick, Jr. MemorialEducation & Scholarship Fund, 2004Mesothelioma & Asbestos Disease SocietyFund, 2004Michael G. Maybroda Memorial Fund,2005Moretzsohn Family Foundation, 2000Nannette & Dale Krapf Foundation, 1999Newell D. Goff Fund, 2000Niles-Milner Fund for Student Travel,2000Orchard Fund, 2000Parkesburg Environmental Fund, 1997Patricia C. & John Celii, Jr. Foundation,1999Patricia C. & John Celii, Jr. MedicalResearch Fund, 1999PFF Fund, 2000Pink House Fund, 1999Platform Tennis State TournamentFund, 2006Priority One Foundation LegacyFund, 2004Raymond M. Moskowicz & Mary AnnMoskowicz Fund, 2007Raymond Montoni Music ScholarshipFund, 2000RE/MAX Main Line CharitableFoundation, 2007Richard & Lois Hodgson Fund, 1999Robert & Jennifer McNeil Fund, 1995Robert M. Price Memorial Fund, 2004Robert S. & Mary Katherine JonesFoundation, 1998Robert Wiley Miller MemorialFoundation, 2000Samantha Lee Zajac Memorial Fund,2001Schramm Foundation Fund, 2005Schwartz Family Fund, 2000Seeds of Hope, 2007Shobaken Family Fund, 1998Singleton Family Fund, 1998Society of Cable TelecommunicationsEngineers Fund, 2005Spot Castle Foundation Fund, 2003Spurlino Family Fund, 2007St. Ann Rose Fund, 2000Stanley’s Dream, 2004Susan Groome Harney Memorial Fund,2000T&G Charitable Trust, 2005Teti Family Fund, 2007Tom Polis Golf Classic for Young Life,2002Trajabay Fund, 2005Tres Foundation, 2003Tyler Family Fund, 2005Valerie Lamb Smith Art Fund, 1997Valor Bowl Fund, 1999Vaughan Family Fund, 2000William M.Taylor Memorial Fund, 2004Woody’s Woods Memorial Fund, 2003Youth Suicide Prevention Task Force ofChester County Fund, 2005NONPROFIT-DESIGNATED &ORGANIZATIONAL ENDOWMENTFUNDSAmerican Cancer Society, 1995American Helicopter Museum, 2003Anonymous via Charitable Gift Annuity,2004ARC of Chester County, 1999Art Partners Studio of Coatesville, 2007Avon Grove Library, 2000Big Brothers/Big Sisters of ChesterCounty, 1998Bishop Shanahan Archdiocesean HighSchool, 2002Bournelyf Special Camp, 2000Brandywine Valley Association, 1997Camphill Special School, 2005Canine Partners For Life, 1999Chadds Ford Historical Society, 2003Charlestown Playhouse, 2004Cheshire Land Preservation Fund, inhonor of Richie Jones, 2007Chesmont Astronomical Society, 2005Chester County Art Association, 1999Chester County Estate Planning Council,2005Chester County Fund for Women & Girls -Grants Endowment, 1995Chester County Fund for Women & Girls -Operating Endowment, 1998Chester County Fund for Women & Girls -SRI Endowment, 2001Chester County Historical Society, 2007Chester County Futures - OperatingEndowment, 2001Chester County Library, 1995Chester County Pops Orchestra, 2005Chester County S.P.C.A., 1997Community Coalition, 2000Community Gardens of Chester County,2000Daemion Counseling Center, 2004Delaware County Community Foundation,2002Domestic Violence Center of ChesterCounty, 2007Downingtown Educational Foundation,1999Downingtown Works, 2001East End Neighborhood Association,2004Friends of Anson B. Nixon Park, 1999Friends of Oakbourne, 2006Good Works, 1998Gordon B. Hattersley, Jr. EndowmentFund for Community Volunteers inMedicine, 1999Great Valley Nature Center, 2002Greater Brandywine Cultural Alliance,2007Habitat for Humanity of Chester County,1997Handi-Crafters, 1999
FUNDS 10The Hickman, 2004Historic East Linden Project, 2007Home & Farm Antique Association, 2000Hope Springs Equestrian Therapy, 2004Housing Partnership of Chester County,2004In Company with Angels, 2005Jenner’s Pond Resident Endowment Fund,2001John H. Phillips III Memorial Fund forHorseshoe Scout Reservation, 2000John Rock Memorial Fund, 2004Kennett Area Senior Center, 2000Kennett Symphony of Chester County,2006Kiwanis Club of Phoenixville, 2000Lions Club of Kennett Square, 2001Maternal & Child Health Consortium ofChester County, 1998Mill at Anselma Preservation &Educational Trust, 2003Nicholas Bright Fund for MontgomerySchool, 1996Optimist Club of Coatesville, 1997Parkesburg Free Library, 1996Pennsylvania Home of the Sparrow,2007Phoenixville Community EducationFoundation, 2006Phoenixville Public Library FoundationEndowment, 1999Planned Parenthood of Chester County,1995Police Athletic League of Chester County,1998Primitive Hall Foundation, 1996Priority One Foundation Legacy Fund,2004Samuel Barber Foundation, 1999Spackman-Holleran Fund for United Wayof Chester County, 1998Stroud Fund for Water Research, 1997Thorncroft, 2000United Way of Southern Chester County,2004Upattinas School & Resource Center,2003Upper Main Line YMCA, 2000W. Marshall Schmidt Fund for Childrens’Country Week Association, 1996Walden School, 2001West Chester Area Senior Center, 2004West Chester Downtown Foundation,2004West Chester Film Festival, 2004West Chester Friends School, 2006West Chester University Library, 1995West Goshen Lions Club Foundation,1998Westtown-Goshen Rotary Club DuckRace Fund, 2007Wharton Esherick Studio PreservationFund, 2000William S. West H.O.P.E. MemorialFund, 2000Willistown Tricentennial Fund, 2004Willistown United Methodist Church,2000Woman’s Club of Downingtown, 2003YMCA of the Brandywine Valley, 2002SCHOLARSHIP FUNDSAlice Lawson Scholarship Fund, 1997Alice M.Thomas Scholarship Fund, 1998Carl O. Benner Scholarship Fund, 2001Carl Schnellenbach Wrestling ScholarshipFund, 2001Charles A. Melton Scholarship Fund,2003Charles R. White Scholarship Fund, 1999Coach Millard Robinson Memorial Fund,2001Dana Marie Carr Memorial Scholarship,2000Delaware County Community CollegeScholarship Fund, 2000Dr. John H. Hewlett, III ScholarshipFund, 1998Dr. W.T.M. Johnson Memorial Foundation,1999Drew McWilliams, Jr. ScholarshipFund, 1997Elizabeth G. Dorsett MemorialScholarship Fund, 2001Eugene J. & Mary DiFilippo ScholarshipFund, 1999Front Porch Trust Fund, 2004George W. Martyn, Jr. Scholarship Fund,2000Halliday Clark, Sr. Memorial ScholarshipFund, 1996Harry Dunn Art Scholarship Fund, 2001Janet P. Shaner Memorial ScholarshipFund, 2006John & Mary DiCecco ScholarshipFund, 1999Lucinda P. Wallace Memorial Scholarship,2002Madalene Hayes Conner ScholarshipFund, 2003Mayor Clifford E. DeBaptiste ScholarshipFoundation, 1998Natalie A.W. Leaf Charitable Trust, 2000Nicholas R. MacElree Scholarship Fund,2005Paul Hassenplug Scholarship Fund ofThe Rotary Club of Central ChesterCounty, 1999Peoples First Scholarship Donor AdvisedFund, 2004Quaker City Farmers ScholarshipFund, 2000Robert & Doris Hanna ScholarshipFund, 2003Rotary Club of Coatesville EducationalFund, 1996Susan DeCecco Scholarship Fund, 1999Vicky Ahlum Memorial ScholarshipFoundation, 2005Vicky Ahlum Memorial ScholarshipEndowed Foundation, 2007Westtown-Goshen Rotary ScholarshipFoundation, 1999Your Part-Time Controller Excellence inAccounting Scholarship, 2005Anyone interested in creating a legacy fundor contributing to an existing fund is urgedto contact Donor Services at (610) 696-8211or firstname.lastname@example.org. The average fund sizeis $100, 000. The minimum contribution toestablish an endowed fund is $10,000.affiliated fund 2020Chester County 2020 was founded in 1996 to support fulfillmentof the County’s comprehensive plan, Landscapes. CC2020provides information, promotes dialogue and builds consensusaround critical issues of planning and growth management.Chester County 2020 programs maximize:• understanding and communication among often vastly diverse groups;• identification of common ground, with the intention of encouraging moreproductive decision-making processes;• involvement from the broad community as people come together as equals;• the ability to address concerns before contention divides constituencies into“them and us;”• more effective understanding of the opportunities presented by individualissues;• acceptance of smarter growth as a vehicle for balancing land preservationwith more thoughtful development.Community Conversations: These visioning forums are regional conversationsthat include key players. Two years of monthly regional conversations atCoatesville City Hall have enhanced communication and cooperation among theCity and surrounding municipalities. Legislators, County Commissioners, andagency representatives find these meetings productive. Among the activelyaddressed issues are multi-municipal purchasing, a traffic safety program, andregional transportation.Major Community Conversations included Take Time to Talk Community withDick Vermeil, Addressing Urban Issues,The Why,Where and How of AffordableHomes, Getting There, and Ticket to Tomorrow in East Fallowfield and WestBradford. A new PA DCED grant supported by Senator Pileggi allows thisseries to expand to the 9th Senatorial District.Master Planner Program: 2008 will be the 5th year of the Master PlannerProgram, a series developed by the PA Planning Association and Penn StateExtension Service via PA Municipal Planning Education Institute. Eachcourse qualifies for continuing education unit credits, attended by municipalofficials, planning commissions, zoning hearing boards, citizens, legal professionals,real estate professionals and the corporate community. Completingthree courses in three years is recognized with a Master Planner Certificate.The program is sponsored by CC2020, CCPC,West Chester University’s Schoolof Business & Public Affairs and the Department of Geography, and the ChesterCounty Association of Township Officials.Keep Farming First is scheduled for February 14, 2008 at Penn State-GreatValley. This is a partnership with Penn State Cooperative Extension-ChesterCounty, Chester County Development Council, and the Chester CountyAgricultural Development Council.Advisory Board MembersJohn B. Hannum, Jr., Esq., ChairHenry F.Thorne, Immediate Past ChairGeorge Asimos, Esq., Vice ChairLawrence BosleyKate DamsgaardJudy DiFilippoBlair FleischmannMichael McGeeAmy McKennaWilliam ReynoldsWilliam ScottJohn Charles WareHelen (Ginny) V. WoodNancy Mohr, ex officioJonathan Wood,Treasurer(volunteer)StaffNancy L. Mohr, Executive DirectorGeorge W. Fasic, Project ConsultantJulie Friedman, Development ConsultantBeverly Kuhn-Moyer, DevelopmentWilliam J. Stevens, AdministrativeSupport
FUNDS 12fund highlightsClay-Mir Foundation cares most about providing for basic human needs, such as food, clothingand shelter, and access to knowledge to better the human condition. Clay-Mir wants to providehope, and to lift spirits in a time when there seems little to look forward to.fund highlightsThe purpose of this endowed fund is to benefit the Chester County CommunityFoundation’s philanthropic leadership initiatives.CLAY-MIR FOUNDATION -established 2001ADLER LEGACY FUND HONORINGEVA L. VERPLANCK, PH.D. - established 2007Frank Brewer is a bona fide local successstory and a shining example of how entrepreneurialvision combined with commitmentto excellence can lead to phenomenalsuccess. Born and raised in Kimberton,Frank graduated from Owen J. Roberts HighSchool and earned his B.A. in Marketingfrom Kutztown University. After college heworked selling electronic security systemsfor ADT. After several years of work, traveland transfers within the industry, Frankthought, “I can do this better.’’ And he did.In 1995 Frank founded Security Services and Technologies - a company specializing in design, installation andservice of integrated security management, closed circuit television, photo-ID badging and network communicationsystems. Before long, SST had earned an impressive list of accolades. Under Frank’s leadership, INC magazinerecognized SST as one of America’s 500 Fastest Growing Companies in the years of 1996, 1997, and 1999. In1998, Frank was voted by the Philadelphia Business Journal as one of the top 40 Business Leaders under age 40.In 2001, Ernst & Young named Frank as Entrepreneur of the Year. The Philadelphia Business Journal named SSTwhichis now a subsidiary of FirstService Corporation-as one of the Philadelphia Region’s Fastest GrowingPrivately Held Companies from 1997 to 2003.In the midst of this phenomenal growth, Frank and his wife Lorelei decided to establish the Clay-Mir Foundationat the Community Foundation. “Our business grew hugely successful and we felt obligated to help those in need,”explains Frank. “We realized that our children would have more than we had ever imagined,” adds Lorelei, “andwe wanted to do something to keep the family grounded in the issues of the community where we live.”When the Brewers started the Clay-Mir Foundation, their son Clayton was 13 and daughter Miranda was 11.From the onset, Clayton and Miranda joined in family meetings with Community Foundation staff. They discussedwhy the family had created an endowed foundation, and how the money was invested in the stock market for thelong term growth and capital preservation. They also discussed where they as a family wanted to make an imprint.Now in 2007 Clayton and Miranda are off to college. Their experience with philanthropy has shaped who they areand what they want to accomplish. “My favorite grants,” explains Miranda, “are to Friendship Ministry and OneNight at a Time where we volunteer. We give our time, hard work and also give our money.We’ve learned that timeand money go hand in hand to make a substantial difference in people’s lives.” “Through the Foundation,”Clayton adds, “our parents have taught us that philanthropy is a powerful investment. Its impact will last foreverinto the future.”Madeleine Wing Adler, Ph.D., has served as president of WestChester University since 1992 and has been a dynamic agentfor change. Under her leadership, WCU has made numerousimprovements throughout the campus. At the same time,President Adler has encouraged partnerships withcommunity groups and businesses from across the region andworld.Adler first became acquainted with Eva L.Verplanck, Ph.D., viathe Chester County Community Foundation. Over time, theyboth volunteered on numerous committees together. Verplanckchaired the Community Foundation Board from 2002-2004,and Adler from 2006-2008. When Adler announced the formationof the Community Foundation’s Sustainability Task Force,she appointed Verplanck to chair it. Both realized that longtermsecure financing of the Community Foundation’s coreoperations is a complex issue requiring wisdom and persistence.Upon announcing her June 2008 retirement from West Chester University, Adler decided to createan endowed legacy fund at the Foundation. As the purpose of her endowed fund, Adler wanted tobenefit the Community Foundation’s philanthropic leadership initiatives. Adler chose to name this fund in honorof Eva Verplanck, who serves as an inspiration to so many.Remarks Adler, “Eva has committed her life to community service. An avid volunteer, she is energetic, devoted,and deeply involved. Eva is clear and focused and ‘calls a spade a shovel.’ She knowsnonprofit management, fundraising, and governance inside and out. Simultaneously attentive to the big pictureand to nuances and detail, Eva has an in-depth knowledge of people, relationships, and systems. She knows whento dive in full speed ahead and when to proceed with caution. With her extraordinary good sense, she helps nonprofitsmake solid, well-informed decisions for the long-run. In short, she is an exemplary strategist and counselor,tireless in her quest to make our world a better place forever.”The Community Foundation is honored to be entrusted with this fund that marks the leadershiplegacies of these two wonderful women.
FUNDS 14fund highlightsThe Cultural Alliance builds a strong, vibrant, diverse community by fosteringappreciation, participation and support of the arts and culture. For more information,waltz through www.brandywineculture.org.fund highlights“Taking Education to New Heights”PHOENIXVILLECOMMUNITY EDUCATIONFOUNDATION ENDOWMENT -established 2006GREATER BRANDYWINE CULTURAL ALLIANCE FUND- established 2005The Chester County Community Foundation is part of an excitingnew initiative that bubbled to the surface in SouthernChester County.In 2005, a group of concerned citizens banded together toexplore the feasibility of constructing a new community artscenter in Kennett. With private donations and funding from theNonprofit Finance Fund, the citizens hired a feasibility firm,Genovese & Associates. After much due diligence, Genovese disappointinglyreported to the citizens that the desire was present,but the start up funding was not; and neither was long-termfunding to sustain a community arts center. However, the feasibilitystudy uncovered the fact that there are dozens and dozensof arts and cultural organizations in the region, scattered andhidden from each other and from audiences. The citizens decidedthat the next step was to ‘build a community of culture’ ratherthan ‘build a building.’Hence, the Greater Brandywine Cultural Alliance was createdduring 2007, in partnership with the Greater PhiladelphiaCultural Alliance and as a provisional fund of the CommunityFoundation. The Cultural Alliance focuses on bringing ChesterCounty’s 130 arts and cultural organizations together toenhance their marketing and audience development initiativesand share best practices.To date, a website has been launched that includes local performancelistings and audience development resources. AMarketing Peer Group meets regularly, co-hosted by LongwoodGardens and Brandywine River Museum. Also in the works,funds will be raised to provide grants to help local arts and culturegroups with audience development. This includes an “ArtsForever” Endowment Fund to generate an ongoing source offunding via planned gifts for local arts and cultural initiatives.Created by the Phoenixville Area SchoolDistrict Superintendent Dr. David R. Noyes in2002, the Phoenixville Community EducationFoundation (PCEF) is a non-profit organizationthat has successfully delivered on itspromise: to help sponsor educational programsand classroom initiatives in thePhoenixville area – with a particular emphasisoutside the school day/year .Working under the motto, “Taking Education to New Heights,” PCEF sponsors such initiatives as scholarships,literacy programs, summer and remedial programming, educational trips, as well as school clubs and activities.Pack-A-Backpack, PAMS Summer Enrichment Program, Scholarships to Graduating Seniors, ClassroomMini-Grant Program, and the after-school and summer components of Channel 28 Phantom TV are just a few ofthe many programs that PCEF makes possible.Wanting to ensure the success and stability of PCEF well into the future, Noyes established an endowment fundwith the Chester County Community Foundation in 2006. Noyes says, “We are proud of the relationship we havedeveloped with the Community Foundation through the establishment of our endowment. Actually, our mission aseducators is aligned with that of the Community Foundation. An education and an endowment fund are bothinvestments that leave an impact-a legacy-that lasts forever.”Already, PCEF’s endowment campaign is off to an impressive start. Chosen to participate in the PhoenixvilleCommunity Health Foundation’s Incentive for Endowment program in 2006, PCEF received an initial $25,000grant as well a challenge to raise $50,000 in new monies in order to receive a second $25,000 grant. Meetingthis challenge in just six months, PCEF has set its future fundraising goals even higher, hoping to raise $1 millionover the next five years.“Our endowment fund at the Community Foundation will provide a reliable, ongoing source ofrevenue for the Phoenixville Community Education Foundation, enabling PCEF to maintain and expand its programs,”says Noyes.“Ideally, the fund will someday provide 100% of our organization’s annual operating expenses,”Noyes adds, “so that PCEF-and the educational opportunities it sponsors-will live in perpetuity.”To learn more about the Phoenxiville Area School District or the Phoenixville Community Education Foundation,please visit www.pasd.com.
WHAT Legacy WILL YOU LEAVE?The Community Foundation primarily holds endowedfunds in trust, and also manages some provisionalfunds. Endowed Funds are allowed a 5% grant payoutfor perpetuity, to assure that grant funds are alwaysavailable to help nonprofits. Provisional Funds can bepaid out in full at any time. Grants can be awarded toqualifying nonprofit causes throughout the UnitedStates.Fund for Chester County: This fund focuses on makinggrants to Chester County nonprofits in areas ofgreatest need, as targeted by the Grants Committee ofthe Foundation. Donations of any size are welcome tothis fund at any time.Field of Interest: Donors who seek to impact a targetedissue area (arts, education, environment, health,social service) or specific geographic region establishField of Interest Funds. By naming an interest arearather than a specific organization, flexibility exists tomeet ever-changing needs.Donor Advised: An alternative to a private foundation,Donor Advised Funds are popular with donorswho wish to establish a Foundation without incurringadministrative operating and compliance filingburdens, while capitalizing on the CommunityFoundation’s philanthropy expertise and nonprofit fieldresearch. Donor Advised Funds enable individuals,families, community groups, and businesses to focustheir philanthropy and make grants that impact thecauses they care about most.Scholarship: Establishing a Scholarship Fund allowsthe donor to benefit students pursuing educationbeyond high school. A donor may name the scholarship’sselection committee and the guidelines forcandidate selection. Most scholarships at theCommunity Foundation benefit disadvantaged, promisingstudents from a particular high school, or thosewho pursue a particular field of study.Memorial Funds: Donors can quickly and cost-effectivelycreate commemorative funds honoring peoplethey hold dear.Affiliated Funds: Working under the umbrella of theCommunity Foundation, Affiliated Funds can be establishedas special initiatives of the CommunityFoundation Board. These funds have independentprograms and funding, and they maintain advisoryboards while operating under the CommunityFoundation’s 501 ( c ) ( 3 ) tax status.Organizational Endowment and Nonprofit-Designated Funds: Designated Funds are created bynonprofit organizations and individual donors who careabout the long-term success of a particular nonprofitcharity. This lets donors support specific organizationswhile the Community Foundation manages investmentsprofessionally and monitors for accountability.Philanthropy means much more than sending a check.It ensures your continuing support for causes you careabout, in perpetuity. It gives you the opportunity tocarry on a family giving legacy. And, combined withcareful estate planning, it ensures that your personalresources are put to use in ways that accomplish yourfinancial and charitable goals.Gifts to the Community Foundation can be made atany time to provide funds for current community needsand for perpetuity. By establishing a fund with theCommunity Foundation, you receive:Permanence: The Community Foundation’s trusteeshipensures that your contribution will continuallymeet needs relevant to your interests.Commemoration: Your name or the name of a lovedone can live on through your fund. If you prefer, youmay choose a name that reflects your fund’s charitablepurpose.Stewardship: The Foundation’s Board of Directors,with guidance from its Investment Committee, staff,and outside investment counsel, closely monitorsthe performance of professional investment managers.The Foundation makes a full accounting to thecommunity through its annual report, audit, and IRSForm 990.Grantmaking Expertise: The Community Foundationcan expertly assist you in identifying charitableorganizations and programs that address yourparticular interests.WAYS TO GIVEThere are many ways to become part of the CommunityFoundation and make a lasting contribution to ourcommunity:■ Establish and name your own fund, a family fund, a scholarshipfund, or a memorial fund, with a gift of $10,000 ormore■Establish a fund to benefit a specific nonprofit charity, witha gift of $10,000 or more■ Support Chester County’s greatest needs and opportunitiesby contributing any amount to our Fund for Chester County■■■■Enable the Community Foundation to reach out and recruitnew legacy philanthropists by contributing any amount toour Campaign for Independence Operating Endowment orannual Friends campaignFocus your gift with a contribution to a Field of InterestFund (arts/culture, health/human services, education,environment)Give anonymouslyMake a planned gift, through your will, a charitable trust, ora charitable gift annuity, to support a thriving, healthyChester County community for years to come.The Community Foundation accepts awide variety of gifts including:■ Cash■Publicly traded securitiesLEGACY 16The average fund size is $100,000. There is a $10,000 minimum to start a new fund.Any amount can be added to existing funds. The Community Foundation works with donorsto determine the best methods to achieve their charitable goals.LIFETIME GIFTSYour charitable interests can be supported during yourlifetime-and in perpetuity-through your gift. You willhave the satisfaction of seeing your generosity at workas you carry out your charitable objectives.FUTURE GIFTSThe Community Foundation can work with you toarticulate your wishes for a gift that would commenceafter your lifetime. The Community Foundationaccepts most planned giving vehicles, including charitablegift annuities, bequests, retirement fund assetsand life insurance. If you decide to leave a planned giftto the Community Foundation, or to a fund at theCommunity Foundation, please let us know so that wecan properly carry out your wishes.■Closely-held and pre-IPO stock■ IRAs or life insurance with the Community Foundation asbeneficiary■■■■Remainder of a Charitable Remainder TrustRemainder of a Pooled Income FundLead gift of a Charitable Lead TrustReal estateFOR MORE INFORMATION, CONTACT:Karen Simmons, President/CEO at (610) 696-8845 orBeth Harper Briglia, Vice President of Donor Services andGrantmaking at (610) 696-8045. All meetings areconfidential and informational in nature.
DONORS 18donors 7/1/06 TO 6/30/2007The Board and Staff of the Chester County Community Foundation gratefully recognize our donors duringfiscal year 2007. These philanthropists made contributions to the Chester County Community Foundation and itsfamily of funds. Donations to Community Foundation funds totaled $2.5 million from 2,458 donors.Due to space limitations, donationsover $100 are included in this listing.All donations are vital to us.Adler Legacy Fund HonoringEva L. Verplanck, Ph.D.Dr. Madeleine W. AdlerMr. & Mrs. Ian A. MacKinnonKaren A. SimmonsWhisman & AssociatesAlice Lawson Scholarship FundAAUW West Chester BranchMrs. Margaret P. AndersonMr. & Mrs. Jeffrey C. DoreAlice M.Thomas Scholarship FundMr. & Mrs. Saunders DixonMr. & Mrs. Joseph W. Strode, Jr.Annuity Fund for CCCFAnonymousARC of Chester County FundMrs. Margaret P. AndersonArt Partners Studio ofCoatesville FundAdvanced GeoServicesMs. Helena D. AndersonArt Partners Studio of CoatesvilleBoard of DirectorsMr. & Mrs. Jasper Y. BrintonChester County Community FoundationGrant Fund for Chester CountyChester Springs StudioCity of CoatesvilleCoatesville Area School DistrictCoatesville Savings BankMr. & Mrs. Patrick C. DonoghueMr. & Mrs. Michael S. GivlerGreat Valley Pool ServiceMr. & Mrs. William S. HanrahanHuston FoundationInterstate Realty ManagementKing’s Highway StaffMr. & Mrs. Dennis C. MooreMr. & Mrs. Kenneth B. MummaMr. Richard E. NopperMr. Andrew PirieRobert & Jennifer McNeil FundRotary Club of Central Chester CountyRotary Club of CoatesvilleRotary Foundation District 7450Mrs. and Mr. Alexis SirianiValerie Lamb Smith Art FundMs. Debra J. WeaverBaylus and Deborah Francis FundMrs. Deborah H. FrancisBeccaria Charitable EndowmentFundDr. Louis J. BeccariaBrianne Carter Memorial FundRun for Brianne proceeds, organized byScott HondaBugel Family FundMr. & Mrs. Robert H. BugelCarl O. Benner Scholarship FundCoatesville Area Senior High SchoolCarl Schnellenbach WrestlingScholarship FundRidley Wrestling BoostersChain of Love Foundation for TurnerSyndromeEureka VenturesMr. & Mrs. Stephen NiggemanNovo NordiskCharles A. Melton Scholarship FundMrs. Margaret P. AndersonCheshire Land Preservation Fund inmemory of Richard I. G. Jones, Esq.AnonymousMr. Morris Cheston, Jr.Mrs. Martha K. MakannaMr. Henry T. RathbunMr. and Mrs. George B. Scarlett, IIMs. Beth SecorChester County 2020Anonymous (8)Alan E. Peters & AssociatesMr. W. B. AlexanderMrs. Margaret P. AndersonArcadia Land CompanyMr. & Mrs. George Asimos, Jr.Baker Residential of PABernardon Haber Holloway ArchitectsBrandywine ConservancyBrutscher, Foley, Milliner & LandMr. & Mrs. Richard O. Burk in memoryof Nancy HaywardC. P. Yeatman & SonsCentral & Western Chester CountyIndustrial Development AuthorityCity of CoatesvilleCollis Townsend & AssociatesCommerce BankCommunity Awareness Committee ofAmerican Mushroom InstituteMr. George Conway, 3rdMr. & Mrs. Robert E. CullenMr. & Mrs. Kell DamsgaardMs. Carol A. H. DavidsonDr. & Mrs. Hal DeHavenDelaware Valley Development CompanyMr. William M. DennyMs. Judy DiFilippoMr. & Mrs. Luigi DiFilippoMr. & Mrs. Saunders DixonDr. Wendy L. DixonDNB FirstDonald J. Rosato CharitableFoundationDr. & Mrs. William L. ElkinsExelon Business Services CompanyMr. Robert E. FenzaFirst Resource BankFrench and Pickering CreeksConservation TrustFrens and FrensFriends of Curt Schroder CommitteeFulton BankCarol Ware Gates, Ph.D.Gawthrop GreenwoodGiant Food Stores/Ahold FinancialServicesGlenmede Trust CompanyMr. Gary GreenbergHankin FoundationMr. John B. HannumMrs. Nancy Penn HannumHerr’s FoodsHershey for LegislatureHome Builder Association of Chester &Delaware CountiesHooberJ.D. Wood & Co. No. 2Mr. Kevin L. JohnsonDr. Janet K. JohnstonMrs. Hillary JonesMr. Russell B. Jones, Jr. & Mrs. H.Donnan SharpDr. & Mrs. Henry A. JordanKennett Township Land TrustMr. & Mrs. Bert G. KerstetterKimberton Whole FoodsLand O’LakesMrs. Ann Gray LargeLongview DevelopmentLucky Hill FarmManito Abstract CompanyMs. Gwynne G. McDevittMr. & Mrs. Robert F. McRaeMid-Atlantic Farm Credit, FLCAMr. & Mrs. Arthur P. Miller, Jr.Mrs. J. Maxwell MoranMs. Serena Noznesky MorrisseyMr. & Mrs. Kenneth B. MummaNatural Land TrustNorthbrook Cattle Co.Pennfield CorporationPA Farm BureauMs. Wendy L. PowellPrudential Fox & Roach CountryPropertiesRegester AssociatesMr. & Mrs. William H. ReynoldsMr. & Mrs.Thomas D. RooseveltDr. & Mrs. Donald J. RosatoBurt & Gail Rothenberger/United Wayof SE PAMr. & Mrs. Michael J. RotkoMs. Patricia RyanSaul Ewing Reick & SaulDr. & Mrs. Arthur P. SchlessMr. & Mrs. William J. Scott, Jr.Mr. Edgar Scott, Jr.Dr. & Mrs. Robert C. ScottMr. H. William SellersSher-Rockee Mushroom FarmsMr. & Mrs. Eli SilbermanMr. Sam Slater & Ms. Lornie ForbesMs. Hannah H. SpatolaBarbara Stewart, V.M.DMr. & Mrs. George Strawbridge, Jr.Mr. & Mrs. Morris W. StroudSuzanne F. and Ralph J. RobertsFoundationMr. & Mrs. John B. Swayne, IIIMr. & Mrs. Stewart F.TaylorMr. & Mrs. Chris TeeterMr. R. Dixon ThayerMr. & Mrs. Henry F.ThorneUnruh Turner Burke & Frees P.C.Vermeil EnterprisesWest Goshen TownshipWilliam K. Stewart, Sr. FoundationMs. Penelope P. WilsonMr. Charles H. WolfingerMr. & Mrs. Jonathan D. WoodChester County CommunityFoundationAnonymous (12)Aaron & Jean Martin FundMr. & Mrs. Francis H. Abbott, Jr.ACAC Fitness & Wellness CenterDr. Madeleine W. Adler & Dr. FrederickS. LaneAlbertson’s Cooking SchoolAmeriprise FinancialMr. & Mrs. William AndersenMrs. Margaret P. AndersonMajor General & Mrs. Wallace C.ArnoldMrs. Leslie K. BairMr. & Mrs. Herbert BalianMr. & Mrs. Richard A. Baxter, Jr.Beiler-Campbell RealtorsMr. & Mrs. Henry S. Belber, IIBernardon Haber Holloway ArchitectsMr. & Mrs. Chris BodeMr. & Mrs. Barry BooseMr. & Mrs. James N. BorumBrandywine Health FoundationBrandywine Valley AssociationMr. & Mrs. Michael BrigliaMr. & Mrs. Charles W. Bruton, Jr.The Bryn Mawr Trust CompanyBuckley, Brion, McGuire, Morris &SommerMr. & Mrs. Frank Byrne, IIIMr. & Mrs. William L. CarlMr. and Mr. David CarterThe Charles Schwab CorporationFoundationMs. Sumiko Lin ChilcottCitizens Bank of PennsylvaniaMs. Carol Ann ClarkCoatesville Savings BankMs. Christina CombeeLisa Comber Hall, Esq.Mr. & Mrs. Patrick J. ComerfordMs. Anne M. CongdonCountryside ConsultingMrs. Rebecca A. CuffDanskoMr. & Mrs. Michael A. DeHaven
DONORS 20Dr. & Mrs. Verdi J. DiSesaMr. & Mrs. Saunders DixonDNB FirstDonald J. Rosato CharitableFoundationElizabeth R. Moran Charitable LeadTrustDr. & Mrs. Alan G. ElkoMr. & Mrs. George W. FasicMr. & Mrs. John A. Featherman, IIIMr. & Mrs.Thomas A. FillippoJudith Stillman Finkel, Ph.D.First National Bank of Chester CountyMr. & Mrs. Bruce FlammMr. & Mrs. Charles FleischmanL. Robert Frame, Jr., Esq.Mrs. Deborah H. FrancisMrs. Joan Craig FrankMr. & Mrs. David M. Frees, IIIMr. & Mrs. David M. Frees, Jr.Mr. & Mrs. Dale H. FrensCarol Ware Gates, Ph.D.GBH Foundation TrustMr. & Mrs. Daniel W. GearyMr. & Mrs. William Giannetti, Jr.Mr. & Mrs. Lawrence A. GoldbergGollatz Griffin & EwingMr. Robert S. Graham, Jr. & Ms.Sandra A. KwiszGreater Philadelphia Urban AffairsCoalitionDr. & Mrs. John B. HagensMr. & Mrs. John S. HalstedMr. Peter G. HannonMs. J. Carol HansonHarris & HarrisMrs. Gordon B. Hattersley, Jr.Ms. Dorothy F. HemenwayMichael Hennigan & Christine PalmerHennigan/UW SEPAMr. Bruce A. Herald, in honor ofMadeleine Wing Adler, Ph.D.Mr. & Mrs. James S. HerrHerr’s FoodsHirtle Callaghan & Co.Mr. & Mrs. Robert D. HolmanMr. & Mrs. William L. HostetterMr. & Mrs. Steven B. HuttonMr. & Mrs. Rudolf E. HutzJames M. & Louis B. Herr FamilyFoundationJohn Milner ArchitectsDr. & Mrs. Henry A. JordanMr. & Mrs. Vartan KarakelianMr. & Mrs. Michael B. KarwicDouglas L. Kaune, Esq.Mr. Peter Kjellerup and Ms. AmandaCabotSharon & Damon KletzienMr. & Mrs. Michael J. KlingMs. Gwen KnappMr. & Mrs. Dallas L. KrapfMrs. Robert LeBoutillierMr. & Mrs. Robert C. LegniniMr. & Mrs. Edward A. LeoMacElree HarveyMs. Mary Alice Dorrance MaloneManito Abstract CompanyMs. Dorothy ManouMs. Elizabeth W. MardenMr. & Mrs. Richard A. McDonaldMr. Jason Alexander and Ms. MeghanA. McVetyThe Merz GroupMr. Harry D. Miller, IIIMr. & Mrs. Arthur P. Miller, Jr.Mr. & Mrs. Rodman W. Moorhead, IIIMs. Anne S. MorrisMr. & Mrs. David MoskowitzMr. & Mrs. Kenneth B. MummaMr. David J. Murphy, IIINational Penn BankNew Century BankMr. & Mrs. Donald W. Nicholson, Sr.Alan Paul Novak, Esq.Novak Strategic AdvisorsMrs. Roberta OdellMr. & Mrs. Lawrence M. O’DonnellThe Honorable Patrick C. O’Donnell &Hannah Gardner, Esq.Ms. Brenda ParkeMr. & Mrs. James C. PattersonPaul R. Kopey & AssociatesPECO, An Exelon Company & ExelonGenerationPembroke Philanthropy AdvisorsMs. Sheree PetroneThe Philadelphia FoundationPhoenixville Community HealthFoundationPhoenixville Federal Bank & TrustProwell Financial ManagementMr. & Mrs. Carlos QuestellMr. & Mrs. Stephen J. QuigleyAngelika Ingrid Ratsep, Ph.D.Mrs. Cindy RayMr. & Mrs. Nick RevakMr. & Mrs. John J. ReynoldsMr. & Mrs. Robert E. RiggMrs. Margaret RivelloRKM AdvisorsGail & Burt Rothenberger/UW ofSEPARobert S. Supplee, PCHonorable and Mrs. Lewis Chris RossMr. & Mrs. Raymond P. SarnackiMr. & Mrs. Francis A. ScarponeDr. & Mrs. Arthur P. SchlessRoberta Schini, Ph.D.Mr. & Mrs. William M. W. SharpMr. & Mrs. John J. SicklerMr. & Mrs. Eli SilbermanMs. Karen Ann SimmonsMr. & Mrs. Bruce M. SimonsMr. Robert W. SmithMs. Terri L. SmithMrs. Elizabeth H. SpackmanMr. & Mrs. Robert F. SparreHonorable and Mrs. Walter StapletonMr. & Mrs. George Strawbridge, Jr.Mrs. George StrawbridgeMs. Ann Percy StroudMrs. Charles E. SwopeThe Honorable Dr. Elinor Z.TaylorMr. & Mrs. L. Peter TempleMr. & Mrs. Henry F.ThorneMr. & Mrs. Harry R.TylerMr. & Mrs.Thomas A. VarleyMr. & Mrs. James F. VaughanEva L. Verplanck, Ph.D.Mr. & Mrs. Eric W. WaltersWeathervane Wealth ManagementWest Chester UniversityWhirlAway TravelMrs. Cathie N. WhitlockMs. Nicola Christine WhitlockOUR focus is on community
DONORS 22Mr. & Mrs. D. J. WierzMr. & Mrs. James T. WilleyMr. & Mrs. J.K. WittleMr. & Mrs. Jonathan D. WoodBruce B. YeltonMr. & Mrs. Dennis M. ZajacChester County CommunityFoundation in memory ofRichard I.G. Jones, Esq.AnonymousMr. Mark J. AckermanDr. Madeleine W. Adler & Dr. FrederickS. LaneMr. & Mrs.Theodore H. AshfordMs. Georgina M. BissellMs. Susan S. BurchenalChester County Community FoundationBoard of DirectorsMr. & Mrs.Tristram C. Colket, Jr.Mr. & Mrs. Henry A. DeteringMr. & Mrs. Francis I. DuPontEndowment Capital GroupFirst National Bank of Chester CountyMr. & Mrs. James J. Fitzgerald, IVDr. & Mrs. Robert C. ForneyCarol Ware Gates, Ph.D.Mr. & Mrs. William R. GotwalsMr. George I.E. HarrisMr. & Mrs. Neal J. HowardMr. Francis N. IglehartThe Jockey Club & its familyof companiesMr. & Mrs. E. Craig KalemjianMr. Ronald KirkDr. Suzanne H. Kloud & SandraFargherDr. Robert LaskowskiMr. H. David LungerMr. J. Warren LungerMs. Elizabeth M. McGeeverMr. & Mrs. Arthur I. MendoliaMr. & Mrs. David C. Parrish, IIIMr. & Mrs. Blaine T. PhillipsMs. Caroline PrickettPrickett, Jones & ElliottMr. William PrickettRalph G. Smith, Inc.Mr. & Mrs. John ReynoldsMr. John RiegelOwen & Susan RyanPat Ryan & Ray CaveMr. Bradford C. ShusmanMr. & Mrs. Robert M. SillimanMs. Karen Ann SimmonsMr. & Mrs. David W. SingletonMr. John H. SmallMr. & Mrs. Robert N. SpahrMr. & Mrs. W. Laird Stabler, Jr.The Suzanne F. and Ralph J. RobertsFoundationMr. James C.TaylorTaylor, Harris Insurance Agency ServicesMr. Gary F.Traynor and Ms. KathleenR. AndrusMr. Mason E.TurnerEva Verplanck, Ph.D.Vicmead Hunt ClubMr. & Mrs. David D. WakefieldChester County CommunityFoundation Operating Endowment:Campaign for Independence IIAnonymousAnonymous, in memory of Richard I.G. Jones, Esq.Chester County CommunityFoundation-Youth PhilanthropyMrs. Beth Harper BrigliaChester County Community FoundationGrant Fund for Chester CountyMs. Sandra ClausMr. & Mrs. David M. Frees, IIIMr. & Mrs. David M. Frees, Jr.Mr. & Mrs. Lelan E. Haller Jr.Martial Arts Class FundraisingProceedsMr. & Mrs. James McGustyMr. Paul NakadaMs. Kelly RainvilleMr. Christopher T. ReynaMs. Melanie S. ScottShopping Pass Day FundraisingProceedsChester County Estate PlanningCouncil FundGOLF SPONSORS:Bryn Mawr Trust Company WealthManagement DivisionChester County Community FoundationDNB FirstFirst National Wealth ManagementFischer Cunnane & AssociatesFreeman’s, America’s Oldest AuctionHouseFriends Life Care at HomeHartfield AdvisorsMacElree HarveyMcCarter & EnglishWest Chester University FoundationWilmington Trust of PennsylvaniaMEETING SPONSORS:Philadelphia FoundationU.S.Trust CompanyWachoviaWest Chester University FoundationChester County Fund for Womenand Girls - Grants EndowmentMrs. Margaret P. AndersonMs. Sally Macon DixonMr. & Mrs. John B. Hannum, Jr.Mr. & Mrs. Ranney R. MoranWestminster Presbyterian ChurchMr. & Mrs. Steven WitsilChester County Futures OperatingEndowmentMrs. Margaret P. AndersonMr. & Mrs. Robert S. HankinChester County Habitat forHumanityMrs. Margaret P. AndersonChester County Library FundAnonymous (8)Mrs. Margaret P. AndersonDr. & Mrs. Harry V. ArmitageMr. & Mrs. Hugh BleemerMs. Sarah L. CasparMs. Catherine G. Del TitoMr. & Mrs. Deepak GuptaMr. & Mrs. Robert A. HammettMr. & Mrs. Edward R. HammondMr. & Mrs. Richard HankinMr. & Mrs. Vincent W. Hartnett, Jr.Ms. Doris A. HoffmanMs. Marian D. HornbergerMr. & Mrs. Harry S. HughesMr. & Mrs. Daniel H. KimMr. & Mrs. David T. KjellquistMr. & Mrs. Robert J. LakatosMr. & Mrs. Robert D. McNeilMr. & Mrs. Richard L. MooreMr. & Mrs. James I. PlylerMr. & Mrs. Fritz W. SchumannMs. Marianne SeitzerMs. Helen H. SommaMr. & Mrs. Charles F. VanDorenWoman’s Community Club of UwchlanBruce B. YeltonCoach Millard RobinsonMemorial FundDonald P. Jones FoundationMr. Eugene L. MelcherCommunity CoalitionEndowment FundAnonymousCommunity CoalitionForbes FoundationMs. Diana HammondPeter & Louise HavensDr. & Mrs. Henry A. JordanLazarich FoundationMs. Alison LockeMr. & Mrs. Ranney R. MoranPeter & Eliza ZimmermanConnor T. Schmidt FoundationMr. & Mrs. Havard Franciscus, Jr.Mr. & Mrs. P. Richard GroveMr. & Mrs. Robert D. JonesConstance & D. Michael BrigliaMemorial FoundationMr. Jesse J. BrigliaMr. & Mrs. Joseph J. BrigliaMr. & Mrs. Michael BrigliaDaemion Counseling Center FundAnonymousDana Marie Carr MemorialScholarship FundBest FriendsMr. & Mrs. Barry FabiusDr. Daniel H. GreenChristopher J. Hussin, DDSMr. & Mrs. Joseph P. McErleanPhoenixville Community HealthFoundationRonald Rouzer, DDSRun for Dana Marie proceedsSt. Ann ChurchDaryl E. & Martha J.Thomas FundMr. & Mrs. Daryl E.ThomasDoe Run Charitable Fund, inmemory of Richard I.G. Jones, Esq.Mr. Frank A. Bonsal, Jr.Mr. & Mrs. Richard M. BrawdersMr. & Mrs. Michael BurnsMr. and Mrs. William J. GahaganOberod FoundationMr. & Mrs. Calhoun W. WickDomestic Violence Center ofChester County Endowment FundDomestic Violence Center of ChesterCountyDowningtown EducationalFoundationMs. Mary Ann DiBenedettoMs. Marian F. NollDr. John H. Hewlett, IIIScholarship FundDr. & Mrs. John H. Hewlett, IIIEast End NeighborhoodAssociation FundMs. Penelope P. WilsonFirst National Bank of Chester CountySusan Groome Harney TrustWest Chester Trust & Relief FundThe William Lyster May FoundationEdward H. & Dorothy K. DickolFoundationMr. & Mrs. Edward DickolEugene J. & Mary DiFilippoScholarship FundMr. Leonard DiFilippo
DONORS 24Farnesi Family FoundationMr. & Mrs. Frank A. FarnesiFeatherman Family FundMr. & Mrs. John A. Featherman, IIIFrancis J. Snyder FoundationMrs. Deborah AdamsMr. & Mrs.Thomas C. SnyderFrees Family FundFrees Insurance, Inc.Mr. & Mrs. David M. Frees, IIIMr. & Mrs. David M. Frees, Jr.Friends of Oakbourne FundMs. Janet AmighiMr. & Mrs. James R. GreerMr. & Mrs. Charles A. MengersDr. & Mrs. Henry SineathFront Porch Trust FundAnonymousMr.F.J.Cavin Jr.Committee To Re-Elect Carole RubleyMr. & Mrs. Mark ComynsJefferson Health SystemMatthews Paoli FordPaoli BuildersPaoli Shopping CenterPaoli Village ShoppesPenn Liberty BankPlancoToscani & LindrosTurner Investment PartnersFund for Chester CountyAnonymous (3)Camphill Soltane Foundation*Camphill Special Schools*Mr. & Mrs. Martin ClompusThe Colket FoundationMs. Anne M. CongdonMr. & Mrs. David M. Frees, III*Mr. and Ms. Howard HarrisMr. Jeffrey P. Lewis and Ms. Mary AnnRossi*Mr. & Mrs. Michael B. McLellandMr. & Mrs. Kenneth B. Mumma*in honor of Moira and Ken Mummato celebrate the Jordan AwardGettysburg Address ContestFirst National Bank of Chester CountyMr. & Mrs. Ralph J. KnollStancato/AbdalaTeam Jean HomesWeston SolutionsZukin RealtyGinger English Memorial Fund400 Hickory Road LLCAlbertus EngineeringMr. & Mrs. Steven C. AnayaArthur DeSolis Paving ContractorMr. Michael F. Baker Jr.Mr. Joseph P. Benincasa Jr.Mr. & Mrs. John BonikMr. & Mrs. John N. CardwellCarroll Sports Rehabilitation &Physical TherapyMr. Frank L. CaseyCharlestown Paving & ExcavatingContinental BankMr. & Mrs. Palmer A. Dalesandro Jr.Dominick’s Auto Body Co.Mr. Michael T. EnglishMr. & Mrs. H.M. ForgashMr. & Mrs. David M. Frees, Jr.Mr. Robert G. GallagherGateway Pharmacy of PhoenixvilleIndependence Construction MaterialsJoseph R. Benincasa Jr. AppraisalsMr. Jason E. KobilkaLax BoysMr. & Mrs.Tulley G. LeomporraMr. James R. MackeyMr. John MarshalekMr. & Mrs. Walter J. McDonaldMr. & Mrs.Thomas J. MeehanMr. & Mrs. Richard D. MenkinsOrthopedic Surgery & Sports MedicineGroupProfessional Nursing ServicesMr. & Mrs. Bernard Francil Reilly, IIIMr. David H. RiceSEI InvestmentsGood Fight FoundationAlpha House Home & SchoolAssociationDr. & Mrs. James F. BurkeMr. John T. HartMr. James J. Healey & Ms. CassandraL. BarryMr. & Mrs. James W. ResslerGood Works FoundationMr. & Mrs. Robert E. RiggHabitat for Humanity of ChesterCountyMrs. Margaret P. AndersonHandi-Crafters FundMrs. Margaret P. AndersonHelen and Paul Breitegam FundMr. & Mrs. Paul H. BreitegamHeLP FundEstate of Richard J. HuttonMr. & Mrs. Steven B. HuttonMr. & Mrs. John P. HuttonHenkels & McCoy, Inc., CharitableFund-Golf Outing EastA Speedy Sewer and Drain ServiceA.C. Miller Concrete ProductsAccu-Tech CorporationAirgas SafetyMr. & Mrs. Gary D. AllenAnizterAramark CorporationArnold EquipmentAssociated Training CorporationMr. Michael T. BellwoarBogey’s Trucking & PavingMr. William BrownCarpenters Local No. 715Casey EquipmentChurchin GroupCitizens Bank in Plymouth MeetingCommonwealth Edison CompanyComstar SupplyConsolidated Steel & Aluminum FenceCompanyConstruction and General Laborer’sUnionCRC-Evans Pipeline InternationalDelco MetalsDuecoMr. & Mrs. Jonathan B. EddyEnvironmental CrossingsEWB Real EstateF. A. Marchello TruckingGE Fleet ServicesGesumaria ContractingGlobal Rental CompanyMr. & Mrs. Cecil P. Gough, IIIGraingerGreiner ExcavationHeavy and General ConstructionMr. Christopher B. HenkelsHenkels & McCoyHertz Equipment Rental CorporationIKON Office SolutionsInternational Brotherhood of ElectricalWorkersInternational Union of OperatingEngineers Local 825J.C.K.TruckingMr. Harold P. KanadyKaslander Lumber CompanyMr. & Mrs. Joseph KentM.F. Irvine and AssociatesMr. & Mrs. William J. MaherMr. & Mrs. Matthew R. MundorfNational City CorporationNello TireNobel Eqipment & SuppliesNorris Sales CompanyPapaneir ConcretePipeline Machinery InternationalPlasterer Equipment CompanyPower & Telephone SupplyReliable Equipment & ServiceCompanyRe-Steel Supply CompanyRichoh CorporationSafetyfirst SystemsShanahan & AssociatesSovereign BankMr. and Ms. Robert N. SpinelliSunesysT-3 EnterprisesTeltek SalesTilcon New YorkTNT Equipment Sales & RentalsMr. David W.Trego & Ms. Joanne M.HessmillerTrench-ItUnited RentalsURS CorporationVerizonVermeer North Atlantic Sales &ServiceWashington Gas Light CompanyWesco DistributionWharton Hardware & SupplyCorporationWoodbury Cement ProductsHenkels & McCoy, Inc., CharitableFund-Golf Outing WestAccu-Tech CorporationA-FAB Welding & FabricatingAlexis Oil CompanyMr. Jon AskinsBancomerMs. Brooke BarbeeMr. & Mrs. Wesley E. BattlesMr. David BoenkerBoomerang Blueprint & ReprographicsMr. & Mrs. Michael G. BrumleyMr. & Mrs. Edward W. CampbellCNH AmericaMr. James R. ColemanComfort SuitesCreative Services TelecommunicationsCustomer Manufacturing GroupD3 EquipmentMr. & Mrs. Jim M. DillahuntyDitch WitchDouble M ConstructionMr. Joseph A. EbersbachMr. Dion EmamiFord WestGlobal Rental CompanyMr. & Mrs. Dennis J. HassettMr. Christopher B. HenkelsHertz Eqipment Rental CorporationMr. Majid HosseinzadehImage ConceptsInternational Brotherhoodof Electrical WorkersJ & R Fernandez, Inc.John Deere CreditJohn Deere Davenport WorksMr. Mark Roger JohnsonLes Schwab Warehouse CenterMr. Joseph Liddicote, IVMaxim Crane WorksMedina ConstructionMr. Peter Henkels Moriarty, Jr.Mr. Ricardo Naranjo & Ms. Nora IlMaldonadoNoah EnterprisesNorthwest Natural Gas Company
DONORS 26P & F DistributorsPete’s Road ServicePomona Truck & Auto SupplyPortland ExcavatingPrimebore CorporationRDO Equipment CompanyRiverside Manufacturing CompanyRoad & SiteRobertson’sMr. Paul RogersSalt River ProjectSanders TowingMr. & Mrs.Troy ShoupMr. & Mrs. Andrew K. SlauenwhiteTracy SpreierMr. Lester G. StuttsMr. Mark W. SuehrstedtMr. & Mrs.Tom A.TownsendTucker Tire CompanyTVC CommunicationsUnited RentalsUtility Equipment Leasing CorporationMr. Paul ViggianoVulcan Materials CompanyW. & J. Office Products dba InlandOffice ProductsMr. & Mrs. William H. WarrenMr. & Mrs. Michael WatsonMr. & Mrs. Kenneth L. WilsonMr. & Mrs. Rick YountMr. Carlos Eduardo ZancopeHistoric East Linden ProjectFundHistoric East Linden Project(HELP)In Company with AngelsAsplundh FoundationMs. Diana H. BrakeBryn Athyn Church of the NewJerusalemMr. & Mrs. Gerald M. LemoleMr. & Mrs. Robert W.TafelJames M. & Lois B. Herr FamilyFoundationMr. & Mrs. James M. HerrJanet P. Shaner MemorialScholarship FundDr. Linda R. AntonowichMr. & Mrs. Frank E. BoclairMs. Kim E. GallagherMs. and Mr. Susan T. HuberMs. Patricia W. JacksonMr. & Mrs. Dallas L. KrapfMr. & Mrs. Albin L. MilewskiMs. Marilyn H. Powell & Ms. LisaP. RiderMs. Dot SouthreyMr. & Mrs. John SpangenbergMs. Elizabeth A. StuartMs. Janet L. VokounMr. & Mrs. Lloyd C. WilkinsonDr. & Mrs. Levi WingardMr. & Mrs. Mark L. WoodruffMr. & Mrs. James J. WylieMr. & Mrs. Steven D. YostJean and Aaron Martin FundMr. & Mrs. Aaron J. MartinJohn & Mary DiCeccoScholarship FundMr. Leonard DiFilippoJohn H. Phillips III Memorial FundFor Horseshoe Scout ReservationRev. Richard StreeterJordan Award FundDr. & Mrs. Henry A. JordanKarrlin Field Memorial FundMs. Jane HarrisonKathleen McBratnie Memorial FundMr. & Mrs. Frederick J. MartelliMr. and Mr. Rodney MatthewMichael C. McBratnie, Esq.Ms. Karen TrotmanDonors via United WayKenneth W. & Joanne H.TunnellFundMr. & Mrs. Kenneth W.TunnellKennett Symphony of ChesterCounty Endowment FundAnonymousKevin Holleran FundMr. & Mrs. Kevin HolleranKiwanis Club of PhoenixvilleEndowment FundMr. Frederick E. Hubler, Jr.Kiwanis Club of PhoenixvilleLand and Water Resourcese-Institute FundAngelika Ingrid Ratsep, Ph.D.Let’s Read MathMrs. Margaret P. AndersonLet’s Read Math/AAUW, MakefieldArea BranchAAUW-Educational FoundationLet’s Read Math/AAUW,WestChester/Chester County BranchAAUW-Educational FoundationLucinda P.Wallace MemorialScholarship FundDr. & Mrs. John H. Hewlett, IIIMargaret E. CoppedgeMemorial Fund for the Benefitof Grimes AME Church SundaySchoolMr. & Mrs. Ronald F. MotzerMaternal and Child HealthConsortiumAnonymousMrs. Margaret P. AndersonMs. Robin Feinstein BriggsMr. & Mrs. John B. Hannum, Jr.Dr. & Mrs. Henry A. JordanMaurice E.Warrick, Jr. MemorialEducation & Scholarship FundMrs. Deborah WarrickMesothelioma & Asbestos DiseaseSociety FundAffordable Kitchens and BathsMr. Joseph S. Barker on behalf of Tim& Katie BroadhurstBlue Café/Pat MillsMr. & Mrs. William S. BrandfassMr. & Mrs.Timothy A. BroadhurstMs. Beth ByerleyMr. & Mrs. Anthony C. ColellaMr. Patrick J. EidingMr. & Mrs. Laurence L. FritzFujirebio DiagnosticsMr. & Mrs. Michael P. GallagherMs. Elizabeth A. GreavesMr. & Mrs.Thomas D. HarahanMr. & Mrs. Edgar W. HartMr. Joseph HartmanThe Haverford Trust CompanyInsulators and Asbestos Workers Local14 General FundMs. Nicole C. JohnsonMr. Daniel JoieMr. & Mrs. Kenneth P. KeenanMr. & Mrs.Thomas M. LeonardMs. Beverly MaccariMr. & Mrs. George W. MaybrodaMr. Kevin J. McNicholasMr. & Mrs. Glenn C. MillsPhiladelphia Council of AFL/CIO-OperatingMr. Jack SolomonMr. & Mrs. Keith D. WhitakerMichael G. Maybroda MemorialFundMr. & Mrs. Glenn C. MillsNicholas R. MacElreeScholarship FundMr. William E. BogarMr. & Mrs. Gregory C. GibsonMrs. Lawrence MacElreeHonorable James P. & Linda LabiakMacElree, Esq.Mr. & Mrs. Anthony MorrisMs. Laurie Coventry PayneNiles-Milner Fund for Student TravelMr. & Mrs. John D. MilnerOrchard FundMr. & Mrs. David R. PeltonPaul Hassenplug Scholarship Fundof The Rotary ClubMr. & Mrs. Mark B. HassenplugMr. Vasanth PrabhuPennsylvania Home of the SparrowEndowment FundPennsylvania Home of the SparrowPeoples First Scholarship DonorAdvised FundMr. & Mrs. George C. MasonMrs. Elizabeth Mason ThunPhoenixville Community EducationFoundation Endowment FundMr.Troy A. CzukoskiFrees Family FundMs. Margaret G. Kelly-MacDonaldPhoenixville Community EducationFoundationPlatform Tennis StateTournament FundWarren V. Musser FoundationQuaker City Farmers ScholarshipFundDr. Stuart A. FoxMr. & Mrs. Daniel G. HartshornMr. Charles E. Mather, IIIMr. Frederick L. WoodRE/MAX Main Line CharitableFoundationRE/MAX Main LineRichard I.G. Jones Legacy GrantsFund of the Fund for ChesterCountyAnonymousRobert and Doris HannaScholarship FundMrs. Margaret P. AndersonMs. Irma L. BaileyHuman Relations Council of GreaterWest ChesterRobert M. Price Memorial FundMs. Polly GableRotary Club of CoatesvilleEducational FundMr. & Mrs. Robert W. EdgeMr. Donald P. HattRotary Club of CoatesvilleMr. William M. Wright
DONORS 28Samantha Lee Zajac Memorial FundMr. & Mrs. Joseph D. DiLulloMs. Olga DiLulloMr. Robert C. DiLulloMr. Stephen M. HrzicKicks School of DanceMr. & Mrs. Robert L. SiegelDennis, Carla, Lindsay & Rachel ZajacSpot Castle FoundationDr. James A. OrsiniSpurlino Family FundMr. Cyrus W. SpurlinoStanley’s DreamAndre Agassi Charitable FoundationMr. & Mrs. Robert L. AllenMr. Roy A. AustinMr. & Mrs. Louis A. BeckfordMs. Rosetta Jo BeckfordMr. & Mrs. J. V. BrownDr. Richard E. BullsMr. & Mrs. John BurksMr. & Mrs. Matthew J. BurnsJanice Burton-Tilden, M.D.Mr. & Mrs. Headley S. ChambersMrs. Beverly CobbMr. Frederick D. CobbMr. Walter A. CobbMr. Shavis ColeMs. Carroll L. CrawleyMr. & Mrs. Leonard CrossonCrowne Plaza Valley ForgeDr. Robert CunninghamMr. and Ms. Roosevelt DaltonMs. Stacey E. DanielsMr. & Mrs. John R. DonovanMr. & Mrs. Jesse EatonMs. Ashley S. EdwardsJudith Stillman Finkel, Ph.D.Mr. Michael J. FischerFour Points SheratonMr. & Mrs. David FullerChris GeorgeGeostrategy ConsultingMr. & Mrs. James E. GrahamMr. & Mrs. Hwa GrimsleyMr. Zain HaiderMs. Maeble L. Hairston, Esq.Mr. & Mrs. James HaleyMr. & Mrs.Thomas D. HarbaughMr. George T. Hardy, Jr. & Dr. RochelleSargeant-HardyMr. & Mrs. Gregory S. HemmingsMr. Richard W. HendersonMr. & Mrs. Donald HillsMr. Robert Scott JonesHonorable J. Curtis JoynerMs. Lisa C. KhanMr. John KrutzlerMr. & Mrs. Steven W. LaudermilchMr. & Mrs. Ronnie S. MartinMs. Antoinette MartinMr. Jared A. Martin and Ms. Linda E.ButlerMr. & Mrs. Angelo MartinMr. & Mrs. Davis B. Martin, Jr.Mr. & Mrs. Michael M. McGuireMr. & Mrs. James C. McIntosh, Jr.Dr. Francine G. McNairyMr. & Mrs. Herman McNeilMr. & Mrs. Antonio D. McNeilMr. & Mrs. Ronald E. McRaeMs. Kathleen MorrisMr. & Mrs. Fred Terry OakesMs. Gwendolyn Lee OwensMr. & Mrs. Gerald W. PattersonMs. Crystal F. PattonMr. & Mrs. Douglas J. PaxsonMr. & Mrs. Dwayne Lee PerkinsPioneer Life SciencesMr. & Mrs. Kenneth J. PriceMr. Rick RichardMr. Matt RogersMr. & Mrs. Vincent M. RossMr. & Mrs. Ellis B. RoweMr. & Mrs.Tom SanFilippoMr. Dennis J. SavageMr. Edward V. Savino & Ms. SharleneJohnson CampMr. & Mrs. Eric G. SchmittMrs. Samuel Short, Jr.Mr. & Mrs. William C. ShumakeMs. Kina SimeoneMr. & Mrs. Isaac S. SmallsMr. & Mrs. David K. SmithMr. & Mrs. Marvin L. StewartMrs.Teresa StrineMr. & Mrs. Christopher T.TaylorMs. Yolanda George TurmanDr. & Mrs. Levi WingardMr. & Mrs. William A. YoungbloodMs. Sara A. ZookSusan DeCecco Scholarship FundMr. Leonard DiFilippoT&G Charitable TrustMr. & Mrs.Timothy P. WrightTeti Family FundMr. & Mrs. Louis N.TetiTom Polis Golf Classic forYoung LifeComm/NetMr. Mark David ManchesterMr. Richard E. Manchester, IIIPace AmericasMrs. Carolyn PolisMr. & Mrs. Dale H. ZentzTyler Family FundMr. & Mrs. Bruce H. DenebergUnited Way of Southern ChesterCounty Endowment FundMr. Louis A. Collier, in loving memoryof Kimberly C. CollierUnited Way of Southern ChesterCountyValerie Lamb Smith Art FundMs. Mary Hunt DavisMr. Carter R. LeidyMr. & Mrs. George L. Pew, Jr.Mr. James E. SimmonsMr. & Mrs. Langhorne B. SmithMs. Judy Chang WenderothValor Bowl FundAnonymousABC Paper & ChemicalACAC Fitness & Wellness CentersAll-FillAstraZenecaAvon Grove High School Sports BoostersBear IndustriesBishop Shanahan Archdiocesean HighSchoolMrs. Elizabeth R. BriceBuckley, Brion, McGuire, Morris &SommerMr. & Mrs. Robert J. CareyCarey, Kramer, Pettit, Panichelli andAssociatesChester County Down Syndrome InterestGroupMr. & Mrs. Patrick T. ClarkMr. & Mrs. James A. CombsDCA-EASTMr. & Mrs. Jeffrey J. Dinnocenti DBAKicking ConnectionDon Rosen ImportsDowningtown Area School DistrictDowningtown East High School FootballBooster ClubDowningtown West High School FootballBooster ClubEast Senior High Football BoosterAssociationFenceworksFirst National Bank of Chester CountyFirst Resource BankMr. & Mrs. Joseph S. ForteFrame EnterprisesFrank C. VideonGawthrop GreenwoodHenderson High School Football BoosterAssociationMr. & Mrs. Jeffery D. HughesKelly’s SportsMr. & Mrs. H. F. LenfestLittle All-American Football AssociationLudwigs Corner Supply CompanyLudwig’s EquipmentLudwig’s InnMacElree HarveyManuel Gordon FoundationMarsh Creek EaglesMr. & Mrs. Peter A. MillMoore’s FurnitureMy Favorite Plumber Plumbing & HeatingOwen J. Roberts Athletic AssociationOxford Area School DistrictOxford Sports BoostersPence CountertopsPerformance HydrotherapyMr. & Mrs. Mark Joseph PeticcaPhoenix Rehabilitation & Health ServicesMr. & Mrs. James P. RenehanMr. & Mrs. John RestrepoRiggtown OvenRustin Football Boosters AssociationSartomer CompanySeifert Family Fund/The Foundation forEnhancing Communities on behalf of TimSeifertMr. & Mrs. Joseph ShafticSher-Rockee Mushroom FarmsMr. & Mrs. Paul R. SlaninkaSpring-Ford Athletic Booster ClubTEEAMr. & Mrs. Michael T.TowleTredyffrin/Easttown Middle SchoolTredyffrin/Easttown Middle School-Student Activities AccountMr. Joseph R.TuckerUnruh Turner Burke & FreesMr. & Mrs. David D. VermeilMs. Denise E. WatersVicky Ahlum Memorial ScholarshipEndowed FoundationChestnutwold Elementary School, in honorof Mike & Vicky Ahlum, from proceeds ofevents held at the schoolWest Chester Area Senior CenterEndowment FundMrs. Margaret P. AndersonWest Chester DowntownFoundation FundWest Chester Downtown FoundationWest Goshen Lions Club FoundationRichard & Marjorie Boerlin*Mr. & Mrs. James A. Ferrier*Carl F. Lorenz II**in memory of Larry KellyWesttown-Goshen Rotary Club DuckRace FundMs. Doris J.TindallWesttown-Goshen Rotary ScholarshipFoundationWesttown-Goshen Rotary FoundationWharton Esherick StudioPreservation FundCitigroup Smith BarneyWillistown United Methodist ChurchEndowment FundWillistown United Methodist MenYouth Suicide Prevention Task Forceof Chester County FundAnonymousBrooke Glen Behavioral HospitalThe COAD GroupCCRESCommunity CareEZSoftHresultsSevern Trent ServicesMr. & Mrs. Brandon S. SheffieldMr. & Mrs. Mitchell WienickNote: If you should find errors oromisssions, please help us correctthem. Contact (610) 696-8211 email@example.com. Thank you for yourunderstanding and assistance.
friendsSweet CharityFRIENDS 30CORPORATE FRIENDSThe Community Foundation gratefully acknowledges contributions from these corporate sponsors, who care deeply aboutthe communities in which we live and work.First National Bankof Chester CountyCorporate Community ChampionMacElree HarveyCorporate BenefactorAmeriprise FinancialArcadia Land CompanyBeiler-Campbell RealtorsBernardon Haber Holloway ArchitectsBuckley, Brion, McGuire, Morris &SommerCoatesville Savings BankCountry PropertiesBEN FRANKLIN LEGACY SOCIETYLEGACY SOCIETY MEMBERS:Mr. & Mrs. Robert H. BugelMrs. Kimberly C. Collier*Mrs. Deborah H. FrancisMr. & Mrs. David M. Frees, IIIMr. Richard J. Hutton*Dr. Bronwyn L. MartinMr. and Mrs. Raymond M. MoskowiczPlymouth Charitable FundMs. Karen A. SimmonsMr. Christopher Lockwood VaughanCountryside ConsultingDanskoDavid M. Frees InsuranceDNB FirstDonald J. Rosato Charitable FoundationDonald W. Nicholson AssociatesExelonFrens and FrensHarris & HarrisHirtle Callaghan & Co.John Milner ArchitectsManito Abstract CompanyMerz GroupMonomoy FundAnonymous of Bryn MawrAnonymous of CoatesvilleAnonymous of DevonAnonymous of DowningtownAnonymous of ExtonAnonymous of Hilton Head, SCAnonymous of Kennett Square (4)Anonymous of KimbertonAnonymous of MalvernAnonymous of MediaAnonymous of MendenhallNew Century BankPaul R. Kopey & AssociatesPhoenixville Community HealthFoundationPhoenixville Federal Bank & TrustProwell Financial ManagementRKM AdvisorsRobert S. Supplee, PCU. S.Trust CompanyUnruh Turner Burke & FreesWaterloo GardensWeathervane Wealth ManagementWest Chester UniversityIf you have named the Chester County Community Foundation or any of our funds as a beneficiary in your will, charitablegift annuity, charitable remainder trust, life insurance, or retirement plan, you are eligible for membership in theCommunity Foundation’s Ben Franklin Legacy Society.By joining our Ben Franklin Legacy Society, you make your intentions public and help inspire others. This helps to builda strong, vibrant philanthropic community. To join the Society, simply advise the Foundation of your intent. You can giveto any existing fund, or create one of your own. To learn more about the Society and/or how to arrange your planned gift,contact the Foundation at (610) 696-8211.Anonymous of New York City, NYAnonymous of Paoli (2)Anonymous of ParkesburgAnonymous of Phoenixville (2)Anonymous of Princeton, NJAnonymous of Spring CityAnonymous of West Chester (13)Anonymous of West GroveAnonymous of Wilmington*deceasedOver 365 guests attended the Chester CountyCommunity Foundation’s “Sweet Charity” benefithosted at Waterloo Gardens in Exton on March21, 2007.More than $70,000 was raised to benefit theFoundation’s legacy building mission and youthphilanthropy program. Among 35 corporatesponsors, the Community Foundation thanks FirstNational Bank of Chester County for leading theway as the Corporate Community Champion, andMacElree Harvey as the Corporate Benefactor.The benefit was Co-Chaired by Michael B. Karwicof Morgan Stanley and David M. Frees III, Esq. ofUnruh Turner Burke & Frees, and hosted by thevenerable Linda LeBoutillier of Waterloo Gardens.The dessert contest winners were:Popular Vote: Sweet Jazmine’s Pastry Shop ofBerwyn’s “Cinn-fully Southern Cake with CaramelButtercream & Cinnamon Cream Cheese”Professional Vote: Brickside Grille of Exton’s“Duvel’s Food Cake”Professional Vote/Most Creative: DilworthtownInn of West Chester’s “Warm Valrhona ChocolateSoup, Handmade Cinnamon Marshmallows &Caramelized Banana Sandwich”Photos credits (Scott Rowan, photographer):1- Thanks to all of our culinary experts who served as judges.2- Sweet Jasmine’s, overall winner, selected by the PopularVote.3- Judy Finkel, Ph.D., with Madeleine Wing Adler, Ph.D.,placing the winning auction bid. Pictured with JenniferHyde.4- Lead sponsors Kevin Quinn & John A. Featherman, III ofFirst National Bank of Chester County, with members ofthe Great Valley High School Youth Philanthropy Club.5- Dilworthtown Inn, winner, Most Creative Award, selectedby the Professional Culinary Judges.6- Emeritus Board Member Carol Ware Gates, Ph.D. withchef Andrew Patten of Spence Café and Butterfish.7- Amanda Karwic with co-chair Michael B. Karwic, RobertRigg & Karen Rigg.8- Host Linda LeBoutillier with popular vote winner fromSweet Jazmine’s, event Co-Chair David M. Frees, III Esq.,and Alex Frees, youth philanthropist.
BOARD 32BOARD OF DIRECTORSMadeleine Wing Adler, Ph.D.President, West ChesterUniversityChair of the Board2006-2008Louis N. Teti, Esq.Partner, MacElree HarveyChair-ElectDavid M. Frees, III, Esq.**Partner, Unruh Turner Burke& FreesImmediate Past ChairScott T. HattersleyCEO, SugartownSmoked SpecialtiesVice ChairMatthew D. KellyChief Wealth ManagementOfficer, Willow Financial BankVice ChairHenry F. ThorneCorporate Secretary/TreasurerMajor General (Ret.)Wallace C. Arnold**Interim President, CheyneyUniversityRichard Clark, CPA*Financial AdvisorDelaware Valley FinancialGroupLillian DeBaptiste**President, DeBaptiste FuneralHomesAlan Elko, Ed.D.Superintendent, West ChesterArea School DistrictJane H. (Wiggie) FeathermanSales Associate, Worth ApparelNew YorkThomas A. Fillippo*President, Devault FoodsBruce E. Flamm, CPA*COO/CFO, WHYYJohn B.Hannum, Jr., Esq.Of Counsel, Gollatz Griffin &EwingJohn H. Hewlett, III, Ed.D.Director of Human Resources,West Chester Area SchoolDistrictRichard I.G. Jones, Esq.**Of Counsel, Prickett, Jones &ElliottMichael B. Karwic, CFP, CRPCAssociate Vice PresidentMorgan StanleyPatrick O’Donnell, Esq.**Chester County CommissionerRobert A. PortnoyRetired, Managing Director,Deutsche BankCynthia Sineath Ray, CPA*COO/CFO, Greater PhiladelphiaUrban Affairs CoalitionCecilia Ross*Community VolunteerL. Peter Temple, Esq.Partner, Larmore, ScarlettKaren A. Simmons, ex officioPresident/CEO, Chester CountyCommunity FoundationEMERITIDr. Henry A. JordanChairman EmeritusJohn A. Featherman, III, Esq.Director EmeritusCarol Ware GatesDirector EmeritusElizabeth R. MoranDirector EmeritusEva L. Verplanck, Ph.D.Director EmeritusCharles L. Huston, IIIDirector EmeritusLouis J. Beccaria, Ph.D.Director EmeritusCOMMITTEESThe Chester County CommunityFoundation thrives due to thework of its committees, composedof Board members and communityvolunteers. These individualsdedicate countless volunteer hoursto increase philanthropy throughoutChester County.Executive CommitteeMadeleine Wing Adler, Ph.D.,ChairLouis N.Teti, Esq., Chair-Elect*David M. Frees, III, Esq.,Immediate Past Chair**Alan Elko, Ed.D., Vice Chair**Scott T. Hattersley, Vice ChairMatthew D. Kelly, Vice ChairHenry F.Thorne, CorporateSecretary/TreasurerAudit CommitteeCynthia Sineath Ray, CPA,Chair*Major General (Ret.) WallaceC. Arnold**Roberta Schini, Ph.D.Eva L. Verplanck, Ph.D.**James Whisman, CPAFinance CommitteeHenry F.Thorne, ChairAmy Boland**David W. GlarnerCynthia Sineath Ray, CPARoberta Schini, Ph.D.Eva L. Verplanck, Ph.D.**James Whisman, CPAJames D. ZieglerGovernance/NominatingCommitteeWiggie Featherman, ChairMadeleine Wing Adler, Ph.D.Thomas FillippoDavid M. Frees, III, Esq.**John H. Hewlett, III, Ed.D.Cecilia Ross*Louis N.Teti, Esq.Kenneth W.TunnellEva L. Verplanck, Ph.D.Grants CommitteeEva L. Verplanck, Ph.D., Chair*Lillian DeBaptiste, ImmediatePast Chair**Franny AbbottJacque Bruton*Judith Stillman Finkel, Ph.D.Ruth Kranz-CarlAnn HuttonMary M. MacKinnonMoira MummaInvestment CommitteeMatthew D. Kelly, ChairJennifer L. Byrne, CFARichard C. Clark, CPAEdward H. DickolBruce E. Flamm, CPA*Robert J. Hartfield, CFPMichael B. Karwic, CFP, CRPCRobert PortnoyRobert E. Rigg, CLUMarketing & ResourceDevelopment CommitteeMichael B. Karwic, CFP,CRPC, ChairCarol ClarkDavid ConnorDavid M. Frees, Jr.David M. Frees, IIIWilliam V. Giannetti, Jr.*Robert J. Hartfield, CFPScott T. HattersleyJ. Stoddard Hayes, Esq.Jack Karakelian, CFPS. Damon KletzienKurt A. KunschMeghan McVetyAndy MerzLance Nelson, Esq.Patrick C. O’Donnell, Esq.**Mark Prowell, MSFS, AEP**Burton RothenbergerTerri Smith, CFPEva L. Verplanck, Ph.D.James WilleyCampaign for Independence IIOperating EndowmentCarol Ware Gates, HonoraryCo-ChairScott T. Hattersley, HonoraryCo-ChairSustainability Task ForceEva L. Verplanck, Ph.D., ChairJohn A. Featherman, III, Esq.Scott T. Hattersley*Michael B. Karwic, CFP, CRPC*Matthew D. KellyMark G. Pavlovich, Ph.D.Robert A. PortnoyProfessional Advisor OutreachJennifer L. Byrne, CFARichard C. Clark, CPAJohn A. Featherman, III, Esq.David M. Frees, III, Esq.David M. Frees, Jr.David W. GlarnerRobert Hartfield, CFPJ. Stoddard Hayes, Esq.Kevin Holleran, Esq.Jack Karakelian, CFPMichael B. Karwic, CFP, CRPCMatthew D. KellyPaul R. Kopey, CPA, CFP, ChFCKurt A. KunschLance Nelson, Esq.Patrick C. O’Donnell, Esq.Robert PortnoyMark Prowell, MSFS, AEPDuke Schneider, Esq.Terri Smith, CFPL. Peter Temple, Esq.Louis N.Teti, Esq.Henry A.ThorneJames Whisman, CPAJames WilleyJames D. Ziegler* Indicates new member FY08** Indicates retiring member FY07or FY08
investment managementThe Community Foundation is committed to prudent investment management strategies and fiscal policies that itbelieves will lead to the long-term growth of endowment fund principal and enable the Community Foundation tosuccessfully meet its spending policy objectives.The Community Foundation’s investment goal is to maximize total return in any combination of its incomecomponents (interest and dividends) and capital appreciation while carefully weighing the risks involved. This totalreturn approach provides the fewest constraints on investment managers and, therefore, puts the CommunityFoundation in a better position to demand superior investment performance results.The Community Foundation desires a target return that provides portfolio growth, exceeds inflation, covers investmentfee expenses, covers the Community Foundation’s 1% administrative fee, and covers the annual grantpayout of 5% (5% of the previous fiscal year end balance) on an annual basis over a market cycle. In addition,the Foundation seeks to protect the principal value of the originally invested endowment assets, while recognizingthat prudent risks must be taken.The Community Foundation’s Investment Committee is comprised of community leaders with extensive investmentexperience, who volunteer their time and expertise to make sure our funds realize their optimum return. TheInvestment Committee oversees the performance of four portfolio investment managers. They include: Hirtle,Callaghan & Company, First National Bank of Chester County, Domini Social Investments, and WeathervaneWealth Management.First National Wealth Management’s investment philosophy blendsequity and fixed-income securities in an effort to provide the growth andincome necessary to meet clients’ stated objectives. For growth, FirstNational’s investment strategy focuses on creating a well-diversified portfolio that includes exposure to the majordomestic and international equity classes. This approach creates efficient equity portfolios that generateattractive, long-term, inflation-adjusted returns while controlling risk. First National’s fixed-income approachalso stresses risk management by investing in bonds with above-average credit quality and limiting portfolios toshort/intermediate maturities. Throughout continually changing economic and market conditions, First Nationaluses a disciplined approach in assessing the relationship between risk and return, in allocating assets, and inmonitoring performance.Domini Social Investments manages assets for investors who wish to integratesocial and environmental criteria into their investment decisions. Domini believesthat meeting certain baseline standards of corporate citizenship is both good forsociety and good for the bottom line. Domini’s screens help identify companies that are led by more visionarymanagement teams with more enlightened policies and practices. In the long run, Domini believes companies withfewer environmental liabilities, more diverse boards and workforces, generous employee benefits, and authenticcommitments to their communities are better positioned to succeed and prosper.INVESTMENT 34Hirtle, Callaghan & Co. serves as the Community Foundation’sChief Investment Officer. Hirtle Callaghan, as managing fiduciary,works with the Community Foundation to develop a formal InvestmentPolicy Statement and Investment Plan designed to best meet the Community Foundation’s objectives.Hirtle Callaghan is responsible and accountable for two major objectives. The first is to work with the CommunityFoundation’s Board and Investment Committee to structure a long-term strategic asset allocation plan with assetclass targets and operating ranges and to deliver strategic proactive guidance on asset class and portfolio risks.The second mandate is to identify, evaluate, select and monitor and terminate investment managers, manage fundflows and manager allocations on a full-time basis. Hirtle Callaghan will then implement the broadly diversifiedinvestment program within the approved stated guidelines through independent specialist money managers.Additionally, Hirtle Callaghan is also responsible for retaining and directing the activities of the custodian, and allother vendors involved in providing data, analysis and other services used to manage the portfolio. Finally, HirtleCallaghan provides monthly statements and performance reports, net of all fees, on a quarterly basis withcomparisons to relevant benchmarks and peer groups.As a firm, Hirtle Callaghan’s first investment objective is to protect principal. Hirtle Callaghan’s secondinvestment objective is to significantly out-perform inflation net of all fees. Hirtle Callaghan’s third investmentobjective is to achieve attractive returns relative to appropriate benchmarks and manager peer groups.Weathervane Wealth Management provides highly customized portfoliomanagement to an elite cadre of investors. Located in Exton, Weathervane’sinvestment philosophy is to adhere to a disciplined approach to investing,diversifying among multiple asset classes and investment styles in order to manage risk and produce attractiverisk adjusted, long-term results. While Weathervane’s goal is to achieve attractive long-term results, Weathervaneunderstands that managing risk is the key to creating and preserving long-term wealth.ASSET ALLOCATIONFor its endowed funds, the Community Foundation maintains well-diversified portfolios of 70% equities and 30%fixed income securities invested for total return.The Community Foundation is proudof our investment managers, whounderstand the value of communitylegacy philanthropy. To request acopy of our Investment Policies andGuidelines, please contact the CommunityFoundation at (610) 696-8211 firstname.lastname@example.org.Non-U.S. Stocks(Developed Markets) 16%U.S. Stocks - SmallCap 6%Non-U.S. Stocks(Emerging Markets) 3%Hedge Funds - Total Return Strategies 10%Cash & Equivalents 8%U.S. Stocks - LargeCap Growth 18%Investment GradeNotes & Bonds 17%Hedge Funds AbsoluteReturn Strategies 6%U.S. Stocks - LargeCap Value 16%
The daily affairs of the Chester CountyCommunity Foundation are managed byprofessionals who can be readily contacted at(610) 696-8211 or email@example.comKaren A. SimmonsPresident/CEOBeth Harper Briglia, CPAVice President of DonorServices & GrantmakingLindsay BurnsPublic Relations & DonorServices AssociateFundraising FundAdministratorMichele O.ThomasDonor Services AssociateScholarship FundAdministratorMary Jane EmeryControllerYour Part-Time ControllerHellen NdunguOffice AssistantCHESTER COUNTY COMMUNITY FOUNDATIONSTATEMENT OF FINANCIAL POSITION as of June 30As audited by Rainer & Co.ASSETS Audited 2007 Audited 2006Cash & cash equivalents $ 3,554,029 $ 6,082,312Accounts receivable 28,965 30,674Unconditional promises to give 166,424 0Prepaid expenses 10,477 10,186Marketable securities 20,927,446 17,353,245Property & equipment – net 491,486 510,554TOTAL ASSETS $ 25,178,827 $ 23,986,971LIABILITIESAccounts payable & accrued expenses $75,178 $ 64,283Annuities payable 313,434 295,040Not-for-profit endowments 2,478,713 1,826,482TOTAL LIABILITIES $ 2,867,325 $ 2,185,805NET ASSETSUnrestricted – Board designated $ 22,145,078 $ 21,801,166Temporarily restricted 166,424 0TOTAL NET ASSETS $ 22,311,502 $ 21,801,166TOTAL LIABILITIES AND NET ASSETS $ 25,178,827 $ 23,986,971LET YOUR LEGACY make a differenceIN CHESTER COUNTYContributions 45% Earned Income 55%Fundraising 3%Grants & Programs 93%Administration 4%SOURCES OF FUNDSUSES OF FUNDSTo request a copy of the audit, contact the Community Foundation at (610) 696-8211 or firstname.lastname@example.org