2019 Leadership Report

This past year has been a year of transition and continued focus on our mission to improve the health and quality of life of people in the greater Phoenixville region. In January, longtime foundation President and CEO Lou Beccaria announced his retirement. Lou was instrumental in leading the foundation to become the institution it is today. We thank Lou for his tireless commitment and wish him well.

The foundation Board of Directors conducted a thorough search process to identify Tamela Luce as its next President and CEO. Tamela comes to the foundation with more than 20 years of experience in philanthropy and grantmaking, including the past eight years at a health foundation in neighboring Montgomery County. Tamela and the board look forward to continuing the foundation’s impact on both residents and the region’s nonprofit community.

GRANT MAKING

This year also marked another year of the foundation’s progress on its strategic plan to invest in health, human services, and affordable housing. The foundation awarded 251 grants during the 2018-2019 fiscal year, totaling more than $1.8 million. Thanks to the foundation’s funding, our neighbors were able to access quality health care services, receive nutritious food, continue their education, secure affordable housing, and much more. Full details about our 2018-2019 grants can be found on our website.

CAPACITY BUILDING

Beyond grantmaking, the foundation worked to strengthen the capacity of the region’s nonprofit sector. Programs such as the Executive Leadership Institute, periodic brown bag seminars, and other programs bring together practitioners to learn from experts and collaborate with each other on important nonprofit management topics including governance and fundraising.

CONVENING

The foundation hosted a daylong Mental Health and Substance Abuse Summit during the 2018-2019 fiscal year. From previous research commissioned by the foundation, it became clear there is a growing demand for services in this area. More than 54 people from mental health and substance abuse related organizations attended and provided the foundation with recommendations to improve access to care and services. The foundation is incorporating those recommendations in its work in coming years. We invite you to stay tuned.

SUPPORTING THE COMMUNITY

The foundation continued to honor and support those in the region who are making a difference through our Champions of the Community and the Community Health Leadership Academy.

 LEADERSHIP

Staff and board members are active members on various committees and organizations in Phoenixville and throughout the county. We hope to see you at upcoming events!

STEWARDSHIP

We remain diligent in our fiscal responsibility to wisely invest the foundation’s assets. As of the end of the fiscal year on June 30, 2019, the foundation’s investments totaled $54,444,838. Through prudent investment, we have maintained a similar level over the past few years, while still providing financial support and programming to the region’s nonprofit community. This is even more amazing when one learns the foundation has awarded more than $39 million in grants since its inception in 1997!

We appreciate this time to reflect on the impact of the foundation in the previous year and look forward to many more years to come.

Warm Regards,

John Colarusso
Chair, Board of Directors
Tamela Luce,
President and CEO