Guilford Foundation
P.O. Box 35
Guilford CT 06437
Contact Information
Address P.O. Box 35
Guilford, CT 06437-
Telephone (203) 745-9930 x
Fax 0-n/a
E-mail lizapetra@gmail.com
Web and Social Media
Mission
The Mission of the Guilford Foundation (TGF) is to connect people who care with causes that matter to them to enrich the quality of life in Guilford; now and for generations to come.
At A Glance
Year of Incorporation 1975
Organization's type of tax exempt status Public Supported Charity
Organization received a competitive grant from the community foundation in the past five years No
Leadership
CEO/Executive Director Liza Janssen Petra
Board Chair Mr. James Mancini
Board Chair Company Affiliation Sachem Landscaping
Financial Summary
 
Projected Revenue $99,300.00
Projected Expenses $97,005.00
Statements
Mission The Mission of the Guilford Foundation (TGF) is to connect people who care with causes that matter to them to enrich the quality of life in Guilford; now and for generations to come.
Background

In 1975, Betty Stevens, Hugh Jones, Stanley Page, John Leffingwell, and Lawrence Appleton planted the seed that became The Guilford Foundation.

 


The group began its work by organizing beautification efforts for the area around the town Green. Their actions resulted in the creation of an endowment that raised money to plant and maintain trees in front of the stores on Whitfield Street facing the Green. Soon after, the group was incorporated and The Guilford Foundation expanded its focus to include many other aspects of community life. This philanthropic attitude inspired other citizens to establish funds in the name of loved ones in order to answer the growing needs of the community and its residents.

Our goal

Our goal is to make philanthropy easy and effective. We accomplish this by enabling donors to contribute to the projects and efforts in our community that they care about the most. We are especially invested in becoming the hub of philanthropy in Guilford; dedicated to meeting the diverse and ever-changing needs of our community…forever

Impact The Guilford Foundation celebrated its 40th anniversary in 2016, and over the past 40 years, the Guilford Foundation has made a big difference in our community. You see tangible signs of our work throughout the town, from the expansion of the Guilford Free Library, which we helped fund, to the beautiful boardwalk at Chittenden Park; the historical plaques on the lampposts on the Green; the container for SARAH Recycles at the town dock; even Dudley Farm, which we helped establish as a protected landmark.

We also have incubated projects that achieved independent success as standalone entities: the Guilford Fund For Education started at the Foundation; the DAY (It’s Worth It) Initiative originated from TEAM Guilford, a project fully funded and driven by the Foundation; we launched an initiative to support senior living through what’s now known as the Schiller Institute of Lifelong Learning; and we helped give wings to Roses for Autism when it reinvented itself as a nonprofit organization.

We’ve also supported every qualified organization in town that helps our neighbors. Those that help our most vulnerable; organizations that ensure access to arts and culture; and those that preserve our beautiful natural resources. And we’ve provided a number of scholarships to graduating seniors over the years. Of course we are also very proud of the students in our Youth Advisory Group, who have raised and invested over $35,000 in the community since 2010.

Our latest leadership work, as you may know, focuses on housing and figuring out how to keep our young professionals, teachers, librarians, firefighters, and seniors living in Guilford. We have revitalized Guilford Interfaith Housing, and we’re working with the Town to find collaborative and innovative solutions to this complicated issue.

Through your generosity, our permanent endowment now stands at over $2 million and we will invest over $85,000 into Guilford in 2015 to continue on with our work.
Needs

In addition to taking a leadership role on housing and continuing TGF’s efforts to invest in Guilford beyond housing, TGF’s Board of Directors undertook a major strategic planning process in 2014. Reflecting on TGF’s growth of resources and impact in the community over the past few years, the Board has set an ambitious agenda in order to better meet our mission to enhance the quality of life in Guilford. The three major goals to come out of the process are: 1) Grow TGF’s permanent philanthropic endowment; 2) Position TGF as a community leader and investor; 3) Ensure TGF has sufficient management and governance infrastructure to support the organization’s growth.

The Board and staff are energized to strive for these goals, and recognize that we need more substantive back office to support this plan. In order to manage operating costs, we entered into a Memorandum of Agreement with the Branford Community Foundation to share back office support. This will allow us to hire an administrative assistant and invest in technology support—with the costs to be shared between the organizations.

CEO Statement


Service Categories
Primary Organization Category Philanthropy,Voluntarism & Grantmaking Foundations / Community Foundations
Areas Served
In a specific U.S. city, cities, state(s) and/or region.
Guilford
The Guilford Foundation was established as a community foundation to enrich the quality of life in Guilford, Connecticut.
Programs
Description

TGF identified Guilford’s lack of diverse housing stock as an issue of focus in 2013. There are few to no options in Guilford for college graduates who want to return home, divorcing spouses who need to stay in the school system, and down-sizing seniors, much less affordable housing for those who qualify as low income (in Guilford, a household would qualify for low income housing if their income is equal to or below $76,000).

Our efforts around this issue included $15,500 in grant investment in Guilford last year to three organizations for: 1) emergency financial assistance for housing; 2) pre-development costs for building affordable housing units; and 3) outreach and support around the issue. While the grants amount is a modest number, we view our effort as investments for the future. We will continue to look to support worthy efforts around this cause.

We continue to work with the Town of Guilford on their Incentive Housing Zone (IHZ) grant, which is being used to identify parcels, evaluate their suitability for sewage disposal, establish design criteria and draft IHZ regulations. This study will reveal specific information that will help in locating appropriate setting for new housing units.

Finally, we are thrilled to report that were also successful in reinstating the nonprofit status of Guilford Interfaith Housing, a separate, independent nonprofit organization that will serve as a catalyst for solutions to the housing crisis in Guilford. This revitalized organization has 10 new and invested Board members and has been meeting regularly since December 2014. Their current focus is to assist the Town on the IHZ grant, as well as guide our grant to the Partnership for Strong Communities to educate Guilford about housing needs and how we can address them.

Population Served / /
Program is linked to organization’s mission and strategy Yes
Description
The Guilford Foundation achieves its mission by building and maintaining a charitable endowment and making prudent grants that serve to address the ever-changing needs of the Guilford community. Grant awards typically range from $500 to $5,000. Larger requests may be considered on a case-by-case basis.

The Guilford Foundation seeks grants that enhance the quality of life in Guilford. Grant applications should address a need within the focus area and demonstrate impact on the organization, project, community, or persons served.

Applications should include some of the following elements:

  • Address a documented need or concern of the focus area;
  • Recognize and build on a community’s or organization’s strengths and assets;
  • Build the capacity of community organizations and/or individuals to help themselves;
  • Foster cooperative approaches to community issues through collaborations based on shared visions and mutual responsibility;
  • Serve as a catalyst for attracting other resources, such as matching gifts; and
  • Build infrastructure within the organization in order to meet its mission.
 
Population Served / /
CEO/Executive Director
Liza Janssen Petra
Term Start May 2011
Email lizapetra@gmail.com
Experience My career focus has been in helping nonprofit, philanthropic and government organizations work to improve the lives of everyday people. Over the past 17 years, I have worked for public, private and charitable organizations, and for the past 10 years, I have served as the Executive Director of nonprofit organizations serving the central Connecticut shoreline communities.
Staff
Number of Full Time Staff 0
Number of Part Time Staff 3
Number of Volunteers 15
Staff Retention Rate 100%
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 3
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 0
Female 3
Unspecified 0
Plans & Policies
Organization has a Fundraising Plan? Under Development
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted Apr 2015
Management Succession Plan? No
Organization Policy and Procedures Under Development
Nondiscrimination Policy Yes
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Collaborations
Partnership with Branford Community Foundation to share back office support.
Board Chair
Mr. James Mancini
Company Affiliation Sachem Landscaping
Term June 2015 to June 2017
Board of Directors
NameAffiliation
Kyle Eagleson Guilford Savings Bank
Amy Earls Page Hardware
Christine Fappiano Real Estate
Daniel Fisher Forbes Magazine
Roger Joyce The Bilco Company
Mary Jo Kestner CK Architects
Delaney Lundberg Retired
Michael McNiff Community Volunteer
Tom Pinchbeck Pinchbeck Rose Farm
Helen Rizzo Retired
Irving Schloss Retired
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 12
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 7
Female 5
Governance
Board Term Lengths 3
Board Term Limits 2
Written Board Selection Criteria Under Development
Written Conflict of Interest Policy Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 0%
Constituency Includes Client Representation No
Standing Committees
Board Governance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Distributions / Grant Making
 
 
Financials
Fiscal Year Start Feb 01 2016
Fiscal Year End Jan 31 2017
Projected Revenue $99,300.00
Projected Expenses $97,005.00
Spending Policy Percentage
Percentage (if selected) 5.25%
Credit Line No
Reserve Fund No
Documents
IRS Letter of Exemption
IRS Letter
Detailed Financials
Prior Three Years Revenue Sources ChartHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$148,422$137,546$87,693
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions------
------
------
Investment Income, Net of Losses$99,685$126,200$82,398
Membership Dues------
Special Events----$3,000
Revenue In-Kind------
Other$12,030$1,300$8,209
Prior Three Years Expense Allocations Chart
Fiscal Year201520142013
Program Expense$90,615$120,377$73,443
Administration Expense$37,870$45,722$54,006
Fundraising Expense$20,393$23,423$34,061
Payments to Affiliates------
Total Revenue/Total Expenses1.751.401.12
Program Expense/Total Expenses61%64%45%
Fundraising Expense/Contributed Revenue14%17%38%
Prior Three Years Assets and Liabilities Chart
Fiscal Year201520142013
Total Assets$1,802,542$1,624,136$1,457,890
Current Assets$72,144$70,010$64,014
Long-Term Liabilities------
Current Liabilities$3,833$3,333$3,750
Total Net Assets$1,798,709$1,620,803$1,454,140
Prior Three Years Top Three Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountGuilford Savings Bank $13,072Women & Family Life Center $5,000Guilford Bell Curve Soccer Club $7,300
Second Highest Funding Source & Dollar Amount -- --St. George Church Knights of Columbus $5,000
Third Highest Funding Source & Dollar Amount -- -- --
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities18.8221.0117.07
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Capitial Campaign
Currently in a Capital Campaign? Yes
Goal $150,000.00
Dates Feb 2016 to Jan 2017
Amount Raised To Date 10000 as of Mar 2016
Capital Campaign Anticipated in Next 5 Years? Yes
Comments
Foundation Staff Comments

This profile, including the financial summaries prepared and submitted by the organization based on its own independent and/or internal audit processes and regulatory submissions, has been read by the Foundation. Financial information is inputted by Foundation staff directly from the organization’s IRS Form 990, audited financial statements or other financial documents approved by the nonprofit’s board. The Foundation has not audited the organization’s financial statements or tax filings, and makes no representations or warranties thereon. The Community Foundation is continuing to receive information submitted by the organization and may periodically update the organization’s profile to reflect the most current financial and other information available. The organization has completed the fields required by The Community Foundation and updated their profile in the last year. To see if the organization has received a competitive grant from The Community Foundation in the last five years, please go to the General Information Tab of the profile.

Address P.O. Box 35
Guilford, CT 06437
Primary Phone 203 745-9930
Contact Email lizapetra@gmail.com
CEO/Executive Director Liza Janssen Petra
Board Chair Mr. James Mancini
Board Chair Company Affiliation Sachem Landscaping

 

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