2014 ANNUAL REPORT
C H A R I T A B L E F O U N D A T I O N
To build community value by protecting and preserving Newport County’s unique quality of place, and improving the quality of life for its residents
1932 - 2013
Founded in 1986 by John A. “Archie” van Beuren and Hope H. “Happy” van Beuren, the van Beuren
Charitable Foundation has invested $67 million into its communities, guided by the principles of family involvement, firsthand knowledge of the community, and operating with integrity, intelligence, and imagination. This is our first year as a family philanthropy without John A. “Archie” van Beuren’s active participation. We miss his thoughtful perspective as a philanthropist and his deep knowledge of the greater Newport community. The principles that informed the creation of the Foundation are an important part of his legacy, and continue to guide the board and staff in their operations and grant making.
The $4.7 million investment in our 2014 Newport County grants portfolio reflects both the community’s and the Foundation’s aspirations: balancing vibrant growth with stewardship of natural and historic resources; excellence in education; and access to quality healthcare and healthy choices.
We are pleased to support collaborative efforts of organizations brought together by ambitious goals that no one organization could achieve on its own. While organizations test innovative approaches for meaningful change and plan for the future, they must also be sure their own foundations are strong.
To that end, we continue to support operational and governance improvements through our capacity building initiatives.
This year, we merged and enhanced our former program areas, Land Use & Conservation and
Historic Preservation, to create Landscapes & the Built Environment. This change will enable vBCF to evaluate and support programs and projects in a more integrated way, with an increased emphasis on supporting thoughtful design.
On behalf of the board and staff, we applaud the efforts of our community partners who act to improve the quality of life and quality of place for Newport County residents.
Sincerely,
Archbold D. van Beuren
President
Elizabeth R. Lynn
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Conserving and strengthening the extraordinary landscapes and built environments essential to Newport County’s physical and cultural character, and integrating those elements into the future development of the community.
Building upon the Foundation’s past investments in historic preservation, land use, and land conservation, the van Beuren Charitable Foundation introduced the Landscapes & the Built Environment program area in 2014, merging and enhancing its former program areas, Land Use & Conservation and Historic Preservation. By considering Landscapes & the Built Environment holistically, the Foundation hopes to help ensure the future of a vibrant, dynamic Newport County community.
2014 Grants - Landscapes & the Built Environment
Aquidneck Island Planning Commission for strategic planning
Aquidneck Land Trust for planning related to a “Farm Landscapes Protection” plan
$30,000
$75,000
Aquidneck Land Trust $25,000 to build local awareness of land conservation in connection with the 2014 national land conservation conference
Channing Memorial Church for interior plaster repair, weatherproofing and exterior condition investigation of the sanctuary building
$12,600
Photo: Design Agency
Clean Water Fund $25,000 to develop a technical assistance program for managing commercial waste in Newport
Emmanuel Church for repair and insulation of the Community Hall & School roof
$128,000
Environment Council of Rhode Island Education Fund for convening of Aquidneck Island stormwater and green infrastructure stakeholders
$11,275
Funders Network for Smart Growth and Livable Communities $6,510 to support the annual fund
Grow Smart Rhode Island to support the Capitalization Plan
Grow Smart Rhode Island for general operating support
Grow Smart Rhode Island to implement financial system enhancements
La Farge Heritage Foundation of Newport for Newport Congregational Church electric upgrades and window replacements
Middletown Tree Association to support the Maintenance and Resident Tree Planting Programs
$150,000
$50,000
$35,000
$87,500
$8,000
Newport Art Museum $85,878 to support the Campus Master Plan
Newport County Development Council for planning of a regional economic development entity for Newport County and the East Bay
Newport Historical Society for renovations of the Resource Center
$73,000
$575,000
FUTURE OF HISTORIC CITIES:
PERSPECTIVES ON MANAGING CHANGE
Presented August 15, 2014 in Newport, RI at the Stanford White Casino Theatre
$50,000 Newport Historical Society to support the cataloging project
Newport Tree Society for strategic plan implementation
Newport Tree Society to support collaborative planning to initiate a Newport
Parks & Open Space Master Plan
$50,000
$50,000
vBCF videos
Newport Tree Society to implement financial system enhancements
City of Newport, RI for a Historic Coastal Communities & Flood Hazard Study
$21,200
$8,000
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“Conserving agricultural land on the island has always been a priority for Aquidneck Island residents.
Conserving land for future agriculture will require a diverse set of strategies that are supportive of the economic viability of farming and also address farm succession planning and financing. Today, farmland conservation goes beyond the traditional tool of simply buying development rights.”
Chuck Allott
Executive Director, Aquidneck Land Trust
Norman Bird Sanctuary Trust to support Phase I of the Master Planning Project
Preservation Society of Newport County to pilot a historic landscape-focused public programming series
$65,000
$45,000
Preservation Society of Newport County $50,000 for strategic planning
Queen Anne Square Maintenance Trust for the endowment of the Queen Anne Square Maintenance Trust
$250,000
$21,081 Redwood Library and Athenaeum to implement financial system enhancements
Rhode Island Association of Conservation Districts to develop recommendations for farm-related business technical support services
$36,847
Rhode Island Council for the Humanities $179,390 for the Catalyzing Culture, Culture as Catalyst project
Rhode Island School of Design to support the Adaptive Reuse Studio at Fort Adams:
$52,489
Preservation, Intervention, and Accessibility
Salve Regina University $100,000 to support the Historic Tree and Landscape program
Save the Bay to support Aquidneck Island projects
$35,000
Save the Bay $6,900 for design services related to the Exploration Center
Social Venture Partners Rhode Island $52,000 for Bike Friendly Newport in 2014
Social Venture Partners Rhode Island for Bike Friendly Newport in 2015
$60,000
Society for Conservation Biology $1,916 to support the Rhode Island Pollinator Initiative
Third Sector New England for 2014 operating support of the RI Food Policy Council and the
2014 Local Agriculture and Seafood Act matching grants program
Third Sector New England to support the RI Food Policy Council’s assessment of the needs and gaps in the RI business planning services for food sector start-ups and for the 2015 Local Agriculture and Seafood Act matching grants program
$80,000
$80,000
Third Sector New England $15,000 to support the RI Land Trust Council program
University of Rhode Island Foundation $50,000 to support the RI Shellfish Management Plan
University of Rhode Island Foundation $26,250 to support local climate change adaptation practices into government and private sector development and planning
Total Landscapes & the Built Environment Grants $2,763,836
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Promoting a well-educated community that positions Newport County competitively for desirable economic growth.
2014 Grants - Education
Baby Steps $10,000
Newport Community School $45,000 to support early literacy and enrichment programs for Extended Learning Opportunities (ELO) programming
Boys and Girls Clubs of Newport County to support the Reading Reaps Rewards collaborative
$10,500
Newport County Community Mental Health Center to support the Newport Partnership for Families Chronic
$114,884
Early Absenteeism/Truancy Reduction Initiative
Brown University to support the College Advising Corps at Rogers High School
Grantmakers for Education to support the annual fund
$21,000
$1,000
Newport County Development Council to support FabNewport’s teacher professional development for integrating computer coding into 4th and 5th grade classrooms
$53,579
International Yacht Restoration School for development of the Rhode Island Composites Alliance and school to industry career pathway programming
$97,500
Newport Public Schools to support The Newport Project, a place-based learning initiative at Rogers High School
$28,500
Junior Achievement of Rhode Island to support workforce readiness programs in Newport County
$9,570
Oliver Hazard Perry Rhode Island to support the Education At Sea Program with Rogers High School
$36,400
Martin Luther King Community Center for general operating support
Martin Luther King Community Center to implement financial system enhancements
$35,000
$24,000
St. George’s School to the Mary A. van Beuren Scholarship fund
St. Joseph of Cluny Sister’s School to support digital learning in The Media Center
$50,000
$18,352
Middletown Public Schools to support the Innovation Classrooms: Leading the Way for Digital Learning program in collaboration with Tiverton
Public Schools
$162,890
Star Kids Scholarship Program for high school scholarships
Undersea Science and Engineering Foundation to support the 2015 Undersea Technology Apprentice Program
$13,400
$20,900
Naval War College Foundation for the Center for Cyber Conflict Studies
$250,000
University of Rhode Island Foundation to support the Inner Space Center Explorers Program on Aquidneck Island
$58,485
Naval War College Foundation for a strategic marketing assessment and communication plan development
$25,000
Total Education Grants $1,165,960
“Hands on STEM and STEAM learning inspires creativity and problem solving in our youth. When children manipulate, collaborate, and iterate, they excel.”
Steve Heath
Met School Catalyst/FabNewport, Chair
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Increasing access to quality health care and improving healthy choices for working Aquidneck Island families.
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2014 Grants - Health
East Bay Community Action Program for dental clinic equipment
$87,184
Sail To Prevail to support the Adaptive Sailing Program
$25,000
Emma Pendleton Bradley Hospital for transporting Newport Hospital Child and Adolescent
$40,399
Southside Community Land Trust to implement financial system enhancements
Behavioral Health Clinic outpatients
Visiting Nurse Services of Newport & Bristol Counties
Emma Pendleton Bradley Hospital $82,000 for support of the Maternal Child Heath program and to support outpatient psychiatric services at the Newport Hospital new computer hardware
Child and Adolescent Behavioral Health Clinic
Women’s Resource Center
$20,845
$55,000
$25,000
Farm Fresh Rhode Island for Healthy Foods Healthy Families, Veggie Box and
$36,760 to support counseling for underinsured victims of domestic violence and their children
Harvest Kitchen programs in Newport County
Total Health Grants
Healing Co-Operative $16,000 for programming to support individuals with cancer and their families
$621,438
Kent Hospital to implement a new Wound Care & Hyperbaric Medicine
Electronic Health Record system
$35,000
Meals on Wheels of RI $12,500 to support the Home Delivery Program in Newport County
Newport County Community Mental Health Center $60,750
“Early treatment in mental health increases the for roof replacement at the outpatient services facility chances of vulnerable children and adolescents
Newport County Community Mental Health Center for financial analysis
$25,000 growing up to become healthy adults and productive members of society.”
Portsmouth United Methodist Church for a new high tunnel greenhouse for the Methodist
Community Garden Program
Rhode Island Community Food Bank to support food acquisition for Newport County programs
$5,000
$95,000
Dr. Abiola Alao
Child and Adolescent Psychiatric Clinic
Newport Hospital
2014 Grants - Non-Categorical
Council on Foundations to support the annual fund
Grants Managers Network to support the annual fund
$500
$500
Lucy’s Hearth $40,000 for general operating support
Rhode Island Arts Association at Newport to support the 2015 Newport Music Festival
$15,000 newportFILM $35,000 for capacity building
Robert Potter League for Animals for general operating support
$30,000
The Foundation’s Board of Directors meets annually in the fall to consider compelling grant proposals.
Applications are accepted April 1 through the first business day in June.
Total Non-Categorical Grants $121,000
Special Initiatives
Organizational Development Project for coaching services or human resources assessments for five organizations
Total Special Initiatives Grants
$21,500
$21,500
All grant proposals must be submitted using vBCF’s online application system. For more information on the Foundation’s giving priorities and how to apply for a grant, please visit vBCF’s website or click the underlined links.
Grand Total $4,693,734
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The van Beuren Charitable Foundation recognizes the challenges nonprofits face and provides resources to help these organizations navigate change and manage growth. Since 2009, vBCF has funded capacity building in the areas of financial management, human resources, governance, and coaching through a mix of training sessions and grants.
By evaluating and addressing limitations and potential, organizations can overcome obstacles and better use their capabilities to achieve success.
Grants
In 2014, vBCF provided support for eight organizations to continue their participation in an initiative designed to improve their strategic financial management practices. Fiscal Management Associates assessed the financial health and practices of participating organizations, recommended changes, and guided groups to implement their self-identified priorities. Peer learning groups reinforced team approaches to achieving better financial management.
Two organizations received support to work with Third Sector New England to assess their human resource practices, identifying strengths and weaknesses. This information will be a critical component in assisting these organizations to reach their goals.
Effective executives and board members understand the importance of third-party feedback in bolstering their leadership skills. The vBCF supported four organizations by providing results-driven coaching grants to enable leaders to identify areas of personal growth that would leverage positive change and growth for the organization.
Training Sessions
In addition to direct grants to nonprofit organizations, vBCF also provided training sessions to help organizations position themselves for success.
The Foundation partnered with BankNewport to have Fiscal Management
Associates provide a three-part training focused on strategic financial management to more than 25 staff and board members from ten organizations.
As a follow up to a session in 2013, this year vBCF sponsored a training session for executive directors led by Bill Ryan of Ryan Consulting and the
Harvard Kennedy School, focusing on their role in engaging board members as partners to identify and address issues facing their organizations.
As it has since its beginning, vBCF also supports the capacity of organizations through its annual grants and continues to welcome requests that strengthen organizations and enable them to thrive in an environment of constant change.
Hilda Polanco, Founder and CEO of Fiscal Management
Associates, leading a training session
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As of December 31, 2014
Unrestricted
$156 million
Temporarily
Restricted
$71 million
Charitable
Programs
85%
Investment
Income
63%
Support
37%
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Financial information is unaudited - vBCF’s 2014 audit was not completed at the time this report was issued.
Professional Fees 5%
Operating 8%
Excise Tax 2%
The Foundation has made more than $67 million in grants over its 28 year history; more than half has been granted in the past eight years.
1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
*totals include Newport County Grants and Discretionary programs
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“Hands on STEM and STEAM learning inspires creativity and problem solving in our youth. When children manipulate, collaborate, and iterate, they excel.”
Steve Heath
Met School Catalyst/FabNewport, Chair
• Hope H. van Beuren, Chair
• Archbold D. van Beuren, President
• Andrea van Beuren, Vice President
• Stephen L. Glascock, Treasurer
• Barbara van Beuren
• Helene B. van Beuren
• Roger E. Kass
• Elizabeth R. Lynn, Assistant Treasurer
• Leonard B. Boehner, Secretary
• Kim L. Dame, Assistant Secretary
• Elizabeth R. Lynn, Executive Director
• Deborah S. Linnell, Program Officer
• Kim L. Dame, Grants & Business Manager
• Lisa A. Cadwalader, Grants & Admin. Assistant
C H A R I T A B L E F O U N D A T I O N