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Ourselves
The Aloha Foundation
2008 Annual Report
Leadership Messages
Inside
Leadership Messages
Camp Directors’ Messages
1
2
I have discovered that if you want to increase the pace of your life, just become
President of The Aloha Foundation Board of Trustees. It was a little more than
three years ago that I took over the helm of the Board and now, suddenly, it’s
over. What a ride!
Each year was memorable, but in 2008 the momentum seemed to build exponen-
The World Comes to Camp 4 tially, culminating in a series of outstanding achievements. The residential camps
Funding Families to enjoyed record attendance, and Ohana Camp opened after Herculean efforts led by
Win Ameden, Andy Williams and, of course, Jim Zien. The Centennial Campaign
Share the Fun 6
closed at year-end with resounding success, as you will read later in this report. By
Diverse in Purpose; way of perspective, we raised FIVE TIMES as many dollars as in our previous capital
Diverse in People 8 campaign. It is truly humbling to reflect on the generosity of our constituents and
the superlative efforts staff and trustees made to reach out and connect.
Anyone Can Camp 10
Congratulations to all!
Financial Reports 12 On the policy front, trustee Mark Zvonkovic led a behind-the-scenes effort to
Volunteers 14 revise and adopt governance documents and practices that comply with recent
changes in federal laws concerning corporate oversight. He also drafted guidelines
Gifts 16
for modernizing our Board committees and meeting procedures. Kudos to Mark not
Board of Trustees 28 only for seeing the need for these changes, but also for the countless hours he devot-
ed to their implementation. I also want to thank longtime Board members James
Bone and Jo Ann Silverstein for their many years of service. Both retired as trustees
in 2008, and they already are missed.
It has been a singular honor for me to have served as President of the Board. I
appreciated the opportunity and I want to thank my fellow Trustees for their encour-
agement, wisdom and expertise. In addition, the many outstanding members of the
Foundation staff have provided remarkable support and assistance. Thank you all.
Finally, I’m pleased to turn the role of Board President over to Sally Reid, who we
all know is uniquely qualified to provide leadership and direction to the Foundation
going forward.
Bob White
President, Board of Trustees
2005-2008
Jim Zien
Executive Director
R ubbing elbows with camp-mates from all over the world is a sel-
dom-remarked but especially meaningful benefit of a summer in
Fairlee. From their earliest days, the camps of The Aloha
Foundation sought out and welcomed international campers and counselors.
Last summer there was a pretty good chance you’d hear French, Spanish,
From their earliest
days, the camps of
The Aloha Foundation
German, Dutch, Russian, Polish, Hebrew, Hungarian, Irish, Scottish, and sought out and welcomed
Aussie, as well as the King’s English spoken around the grounds of Aloha, international campers
Hive, Lanakila and Ohana.
Every camp summer, more than 100 campers and counselors cross dozens and counselors.
of international boundaries on their way to Fairlee. The rest, 900 or so in
all, hail from all but a few of our United States—from Washington, Oregon
and California to Maine, Virginia, Georgia and Florida.
AZ IL NH TN
CA KS NJ TX
CO KY NV UT
CT LA NY VA
DC MA OH VT
DE MD OK WA
Australia France New Zealand Switzerland
FL ME OR WI
Bahamas Germany Northern Ireland Tunisia
GA MI PA WV
Belarus Hong Kong Poland Turkey
IA MN PR WY
Canada Hungary Russia Ukraine
ID NC RI
China Ireland Scotland USA
Croatia Israel Singapore Venezuela
Ecuador Italy Slovenia Wales
Egypt Mexico South Africa
England Netherlands Spain
Cornerstone Walls
Building Diversity, One Camper at a Time
The Aloha Foundation was created in 1967 by devoted alumni of Aloha, Hive and Lanakila to sustain the camps for
future generations. Harriet and Edward Gulick and their heirs had by then fostered an international camp community
for decades. Now, in the 1960s era of social ferment, the leadership of the newly formed Foundation wanted to make
camp summers in Fairlee accessible to children from racial and cultural communities closer to home, as well. So with
help from the American Camp Association and “campership” funding from alumni and parents, Paul Pilcher at Lanakila,
Valerie Pilcher at Hive and Julia Duncan at Aloha began around 1970 to recruit campers and counselors of minority
background, through personal contacts in city schools and social service organizations in New England and New York.
Through a Lanakila alumnus, Paul met a mutual acquaintance named Furman Walls, an elder in one of New York’s
distinguished African American institutions, the Cornerstone Baptist Church of Brooklyn. Mr. Walls soon traveled to
Fairlee for a camp visit, accompanied by two boys from the church. The boys soon signed on at Lanakila, becoming the
first of many youngsters to attend the Aloha camps through a longtime recruitment partnership between the Church
and the Foundation. In the early days, Mr. Walls frequently had to convince skeptical Cornerstone parents that a
camp far away from the city in the wilds of Vermont would be a good place for their sons and daughters. Cornerstone
attendance expanded, however, as families began to spread the word of their children’s enthusiasm for their Aloha
experiences, and each summer Mr. Walls would spend a week or so in Fairlee checking
up on his flock.
The Cornerstone partnership became a model for Foundation outreach in other parts of the country. Today
children of many backgrounds make up the Aloha family. And as Mr. Walls knew well, we’re all beneficiaries of
the diversity that he and his original collaborators helped the camps to build.
T o attend a traditional sleep-away camp is almost by definition to experience diversity. Where else
do boys and girls rise each morning among peers from near and far, in the company of caring, multi-
talented young adults—then join scores more friends around animated breakfast tables, collectively
fueling their engines and formulating their own plans for activity-rich days? Where else do seemingly infinite
varieties of fun lie so close at hand, just beyond the flap of a tent or right outside the dining hall door? It’s all
so simple and spontaneous. Or is it, really?
At the camps of The Aloha Foundation, diversity of experience and varieties of fun are deliberately
designed to provide campers with natural opportunities to choose, experiment and discover, risk failure safely,
succeed, learn and grow. Nothing is taken for granted. With extraordinary alumni support toward tuition aid and
staff endowments, we consciously create communities of children and counselors from many different economic,
geographic, social and cultural backgrounds. Tent and cabin “families”
are carefully arranged to bring distinct yet complementary personalities
together in positive interaction. Activity programs under expert leader-
ship—canoeing, kayaking and sailing, archery and riflery, baseball and
soccer, arts, crafts and drama, mountain and river tripping, and dozens more—
combine skill-building with cooperative learning, work and play, leadership
development, and proud recognition of self-motivated achievement.
While some camps specialize in one activity or another—tennis, horse-
back riding, performing arts or science, are common—the Aloha camps
specialize in children. Our mission is to nurture mind, body and community
in an environment enriched by a diversity of life experiences, unmatched
places for play and learning, and opportunities for personal growth daily.
Camp Dartmouth-Hitchcock
Youngsters with rheumatoid arthritis get uncommonly A Week at D-H in August
active outdoors at Camp Dartmouth-Hitchcock every For Emily Smith, it’s better than a Dutch Date
August on the Hulbert Outdoor Center campus. Camp
Emily Smith had a chance to visit her
DH brings children together to share the challenges and
Foreign Service Officer uncle in
successes of besting a debilitating disease, in a reassuring
Holland last August, but instead she
environment supervised by volunteer physicians, nurses
chose to return to Camp Dartmouth-
and therapists from the Rheumatology Section of the
Hitchcock for a sixth summer, as a
Dartmouth-Hitchcock Medical Center. At DH, children
senior camper. She’s 17 now, and
who rarely participate in physical activities swim, canoe,
among other things she learned to
hike, play sports and games, climb the high ropes and
do at Camp DH, Emily likes dancing,
ride zip lines enthusiastically—overcoming limitations
paddling canoes and kayaks, and
and fears while making friendships that endure across
baking cookie “pizzas” with gummy
distance and time.
bears and jelly beans for toppings.
“We know from participant surveys that camp really
At seven, she couldn’t even dress herself.
helps children with arthritis build self-esteem,” says Emily was pretty nervous during her first weekend at camp—
Camp DH administrator Linda Jarvis. “Kids who struggle she didn’t think she’d even make it to Tuesday. But by the second
with simple tasks such as combing their hair, tying their morning she’d met veteran DH campers with physical problems
shoes and writing, try harder to do things for themselves both lesser and greater than hers, and she’d seen their enthusiasm
after coming to camp.” Many former campers return as for everything about the place. That gave her the courage to stay
counselors because DH has been such a huge part of their and play. Being from Virginia, Emily loves the August weather in
lives—like the young woman who raced back from her Vermont and dreads the year she’ll have to take off from DH
honeymoon one summer to be there. before returning as a counselor when she turns 20. In the meantime
she’ll be working hard in school on her plan to become a nurse.
Homeschoolers at Hulbert
Since 1990, homeschooled children from cities and towns Very Seriously Assyrian
up and down the East Coast have come together at the
Maegan Bet Givargis-McDaniel
Hulbert Outdoor Center for week-long programs of learn-
ing, shared work and fun several times each year. Ranging Nearly 3000 years ago, people known as Assyrians ruled ancient Persia—
in age from nine to seventeen, sixty or so participants in today’s Iraq and Iran. Many Assyrians later adopted Christianity, remaining
in their Persian homeland for centuries until religious persecution prompted
each Hulbert homeschool gathering bring a wide range
an exodus around 1900. Quite a few
of personal interests and talents to Fairlee. Accomplished
came to the United States, settling in
homeschoolers often lead the group in creative and New Britain, Connecticut. Among the
challenging activities they design themselves. immigrants were the grandparents
“We’ve been involved in Hulbert homeschool and mother of longtime Hulbert
weeks for ten years,” one participant has written. homeschooler Maegan Bet Givargis-
“The campers, parents and outstanding staff quickly McDaniel.
become an extended family. I say proudly and often Now a senior at Hampshire College,
that my children have been ‘Hulbert grown’ in journeys Maegan became a published author at
of discovery with the finest people and activities I can age 20, with a cultural history book called “The Assyrians of New Britain.”
imagine. The interpersonal and community skills they You’ll find it on Amazon.com. The work is a fine example of the creativity
have developed at Hulbert have served them well in and passion homeschoolers bring to learning at an early age. (Maegan’s 16
year-old sister Akadeena, another Hulbert homeschooler, designs her own
every aspect of their lives, and we continue to return
line of jewelry and clothing.) Would it surprise you to learn that Maegan
year after year for pure fun and friendship. I can’t
plans to practice immigration law in order to help people like her forebears
imagine not having Hulbert supporting our home- seek shlama —“peace” in the Assyrian language—and prosperity in new
schooling experience.” countries of their choosing?
The Aloha Foundation Annual Report 11
THE ALOHA FOUNDATION, INC.
STATEMENTS OF FINANCIAL POSITION
December 31, 2008 and 2007
2008 2007
ASSETS:
$ $
Cash 310,064 253,388
Account receivables, net of allowance of $0 in 2008 and $675 in 2007 2,723,620 2,760,362
Pledges receivable, net of present value allowances of $30,393 in 2008 and
$54,648 in 2007 and net of doubtful pledges of $3,348 in 2008 681,439 1,009,736
Prepaid expenses 57,549 54,853
Operating supplies and book inventory, net of allowance of $124,355 in
2008 and $130,240 in 2007 12,225 10,092
Investments at market value 8,433,973 11,088,147
Deferred scholarships 186,125 126,425
Assets held for resale 7,342
Land, buildings and equipment at cost, less accumulated
depreciation of $4,446,693 in 2008 and $4,076,571 in 2007 8,864,733 8,419,287
Strategic marketing plan, net of accumulated amortization of $11,353 in 2008 56,763
NET ASSETS:
Unrestricted:
Undesignated 1,261,811 908,785
Board designated to function as endowment 1,739,552 2,942,203
Invested in plant 8,534,023 7,948,667
Temporarily Restricted:
Donor restricted to provide scholarships 181,553 937,327
Donor restricted for preservation 183,498 230,635
Donor restricted to support particular programs 33,252 521,484
Donor restricted for land, buildings and equip. (2,688,898) (2,927,495)
acquisitions & Master Facilities Plan
Restricted for Centennial Campaign 2,915,615 2,920,438
Permanently Restricted:
Donor restricted for endowment 5,153,438 4,689,699
TOTAL NET ASSETS 17,313,844 18,171,743
Gifts:
Restricted 2,154,179 1,198,199
Unrestricted 275,067 351,779
Investment income, net of management
fees of $42,789 in 2008 and $42,579 in 2007 217,371 378,951
Realized gains (losses) on sale of investments 26,498 643,141
Unrealized appreciation/(depreciation) of investments (2,547,297) (408,203)
Gain on sale of fixed assets 2,927 2,700
Other sources, net 147,849 156,559
TOTAL REVENUES, GAINS and OTHER SUPPORT 5,220,120 6,655,336
EXPENSES:
Aloha 471,606 473,404
Aloha Hive 513,777 425,555
Lanakila 606,788 558,442
Hulbert Outdoor Center 765,419 693,451
Horizons 231,414 206,232
Ohana Camp 183,080 103,646
Management and General 886,267 770,632
Buildings & Grounds and Master Facilities Plan costs 1,386,054 1,296,517
Interest expense 36,355 127,713
Alumni Relations 159,365 125,082
Fund raising costs 149,146 161,483
Centennial Campaign costs 187,682 213,963
Centennial Campaign bad debt expense 3,377 8,000
Depreciation and amortization expense 497,689 436,313
TOTAL EXPENSES 6,078,019 5,600,433
Aloha!
Sally and Skip
Hugh Buchan and The Buchan Jeannie & Jon Didrichsen Connie Jones & Dale Gephart Peter J. & Leslie Howell
Family Fund Ferenc & Carol Dobronyi Merrily S. Gerrish Cindy L. Howland
Katherine D. Buchan and Joseph B. Dobronyi, Jr. Ephraim and Catherine Gildor Cotton, John, Robin, Jay Hubard
The Buchan Family Fund Fran Groves Dodd Mr. and Mrs. Anthony Gilroy & The Chapin Davis Foundation
Rob & Taylor Bucklin Patrick and Jennifer Donovan Mr. and Mrs. Karl Glocker Mrs. Hope G. Hungerford
Julie Schauffler Bucklin k CDR & Mrs. Paul H. Doolittle, Regina A. Glocker Marcia J. Hunkins
Ian & Sally Bund USN Mr. Robert L. Gray Roger B. Hunt
J.C. & Helen Rankin Butler Dr. & Mrs. George H. Dorion Randy Grayson Jerry & Jane Huppee
Anne Butterfield Anne P. Downey and Glenn G. Carolyn Knight Green & David Kazuhiko & Aya Itagaki
Mr. & Mrs. Brian Cadieux King Green Ted & Ruth Jabbs
Camp Billings Daniel Downey Mr. and Mrs. Ross Greenburg Anne Rickard Jackowitz
Sally Van Winkle Campbell Bob & Nancy Downey and the Mr. Arthur W. Gregg Todd Jackowitz
Abigail & Cass Canfield, Jr. Robert N. and Nancy A. Kitty Mayo Griffith Herrick Jackson & Connemara Fund
Eugene B. & Downey Foundation Rufus Griscom Michael J. Jackson & The Grace
Virginia H. Canfield Ms. Susan P. Downey Pam Groves Jones Richardson Trust
Tom Miller
Director of Development
Gulick Legacy
A growing number of alumni, parents, and friends have found ways to ensure that We are also deeply grateful for bequests
the Aloha camps will thrive for many generations to come. received from these thoughtful and
They have become members of the Gulick Legacy by making planned gifts such generous friends of the Foundation upon
as bequests, charitable remainder trusts, charitable gift annuities, and insurance their deaths:
policies to benefit The Aloha Foundation.
Our heartfelt thanks to the following members of the Aloha family, who have Elliot & Janet Baines Sr. k
notified us of their plans: Eleanor Clemence k
Natalie Cornell k
Elizabeth & David Ackerman Andy Gerber Kate Merritt Janet Harte k
Jane B. Ackerman Mary Kohring Highberger Margaretta K. Mitchell Edde O. Henderson k
Ginia Schauffler Allison Susan Carr Hirschman Robert W. Morris Harriet Miller Hight k
Matthew Bender IV Chas Howell Suzanna Anstine Norbeck Alice C. Jones k
Peter & Betty Lou Bowles Marcia J. Hunkins Barbara Little k
Faith J. Parker
Skip Brown Julianna Johnson Clifford E. Lovering k
Katherine Duff Rines Gladys McCarthy k
Peter & Kathy Christie Bob & Karen Kenagy Ginny Hazelwood Pat McPhilomy Misura k
Susan B. Clearwater Peter Kohn Stevens Ethel M. Orpen k
Christopher C. Dorion Kate Shockey Lafrance Mark and Emelie Jean J. D. Peale k
Harriet F. Dwyer Ledge Ledyard Bean Ventling Sarah Emily Brown Schoenhut k
Elizabeth C. Evans-Iliesiu Susan Buckingham Gwyneth Walker Constance Woodberry k
Ginger Fischer Farquhar McGarvey Harrison B. Wetherill, Jr. Mary M. Yost k
Sallie Findlay and Cynthia McGeoch
Gene Nelson Susan Childs Merrick
Gifts in Memory
Dick Allen Jane Dusenbury Culver and Herb Kempe Brita Reed
Ken & Kathy Allen Morna Betty Dusenberg Patricia Michaelson and Mr. and Mrs. Carl A. Reed
Betsy Culver Jahnke Walter Klisiwecz
Lua Ameden Mr. and Mrs. Stanley Day Anne C. Reid
Anonymous Judy Downing and Alice Stanley Friedel & Greetje Erdelmann Julie Lucas Tuttle
Holly Ameden and Dave Gold Carol Kingsley Woodley Mrs. Nancy L. Hayes
Mr. and Mrs. Ethan A. Brecher Mrs. Forrest B. Randall Lee Sansom
Mr. Carlos F. Carballo and Ms. Liesbeth Mary Decker Flintermann Ginny Hazelwood Stevens Cynthia Smith Babbott
Carballo-Jans Barbara Flintermann Alter
Mr. and Mrs. Thomas Feda Vickie Lane Kempe Wren Smith
Andrea Abbott’s Fourth Grade Class Alan G. Friedman Patricia Michaelson and Peter & Jeanne Floeckher, Jr.
Kathryn Friedman Kathryn Friedman Walter Klisiwecz
Mr. and Mrs. Hiroaki Ishida Mrs. J. M. Amis Alice (Al) Stanley
Ms. Rebecca Jessel Eunice Dunham Goodwin B.H. & D.P. Daniels Carol Kingsley Woodley
Paul & Gina Krasnavage Genevra Goodwin Mr. and Mrs. Stanley Day
Mr. and Mrs. J. Michael Lewis Mrs. Nancy L. Hayes Betsey Bourne Tracy
Robert & Michelle Maddock Harriet Miller Hight T.L. Kenyon Jane Tracy Ahrens
Mr. and Mrs. Vincent Prezioso Margaret E. Adams Mrs. Anne Lohn Molly Tracy Rosen & Seth Rosen
Phyllis Shea Mr. and Mrs. Dean B. Arvidson Mrs. Forrest B. Randall Annie Ahrens
Mr. and Mrs. Juan Velutini Ms. Bonnie L. Berthiaume and Ms. Shenfield Parochial Church Council Caleb Rosen
Katie White Emily Casey Ginny Hazelwood Stevens Tracey Jenkins
Ms. Shirley L. Dunbar Marina Jenkins
Elliot A. Baines, Sr. Mr. and Mrs. Rodney Ferris Claire Linkroum
Tom Miller and Coleen Lawlor Mr. and Mrs. Ronald A. Hadorn Posie Taylor & Bill Culp Gwendolyn Wilder Wood
Ms. Caralee S. Holloway P.J. Wood
Miyoko Bassett Mr. and Mrs. Drew D. Howard Cliffie Lovering
Joanna Bassett and Mark Kellogg Mr. Joseph C. Hungler John A. & Judith A. Currier
Mr. and Mrs. Thomas Ingersoll Diana Davis Madsen
Gene Pierce Blood Judith S. & B. Anthony King Nancy S. & Richard K. Sinkler
Anonymous Miss Elizabeth H. Miller Elizabeth C. Evans-Iliesiu
Dorcas Ann Casey Erwin H. Miller
Margo Jamison Sisson Ted & Caroline Murray Josephine Emerson Meek
Nancy & Hugh Pennell Leslie Meek Wileman
Peg Cook Mr. and Mrs. Jonathan R. Sigel
Ginny Hazelwood Stevens Posie Taylor & Bill Culp Cornelia (Neal) Davidson Oliver
The Boys and Girls Club of Worcester Mr. George B. Oliver
Peter A. Cooley Jack & Byrd Wood
Charlie P. Cooley & The Lubrizol
Corporation
Matthew Bender IV
Albany, New York
Trustee 1969-1991
Tracy Brown
Fairlee, Vermont
Trustee 1985-2000
Peter Christie
Etna, New Hampshire
Trustee 1982-1991, 1992-2007
Samuel P. Cooley
Bloomfield, Connecticut
Trustee 1975-1991
Robert C. Kenagy
Litchfield, Connecticut
Trustee 1982-1991
Edmund A. Winnicki
Chester, Vermont
Trustee 1986-1998
The Aloha Foundation, Inc.
NON PROFIT ORG
2968 Lake Morey Road US POSTAGE
Fairlee, Vermont 05045 PAID
WHT RVR JCT VT
PERMIT 86