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Posts Tagged ‘Steve Kosak’

The Trustees of Bridge Builders Community Foundations have selected Trenton E. Moulin as Executive Director and he is already on the job.  For many years Steve Kosak was our Executive Director, but he is now with PNC Bank in Oil City; and for the transition period, we had Bill Kaufman as Interim Executive Director.  Both Kosak and Kaufman pledge support and counsel to our new director.

Moulin is a graduate of the University of Pittsburgh, and most recently was Director of Development for the Allegheny Region Chapter of the American Red Cross.  His resume included two years as a pirate in the Caribbean, but the Trustees discounted the claim as a juvenile fantasy.

His BBCF office is 213 Seneca Street in Oil City PA 16301; and his email is trentonmoulin@gmail.com   He can be reached at the office at (814) 677-8687 or by cell at (412) 978-6841.  He will be working with the affiliate boards of the Clarion County Community Foundation, Forest County Community Foundation, and Venango Area Community Foundation.

Jeanne Best continues her work with BBCF, however under the new title of Operations Director.  With her new title, she is authorized to carry a handgun in church, campus, camp, club, and curbside.  She can be reached at (814) 677-8687 or jeanne_vacf@verizon.net

Pictured above are the officers of BBCF and the new Executive Director.  From left to right are President Susan Williams of Rouseville,  Executive Director Trent Moulin of Oil City,  Secretary Lynn McCaslin of Tionesta, Vice-President Charles Marlin of Knox, and Treasurer Jason Woolcock of Oil City.  Charles Marlin

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At the annual Christmas party for the Venango Area Community Foundation, friends of Steve Kosak from all the affiliate community foundations gathered to express their thanks to Steve for his friendship and leadership during his years of service to VACF and Bridge Builders Community Foundations.

Steve has served as Executive Director for 21 years, and moves on to work for PNC Bank, National Association.  He will continue to hold the title of Senior Executive Director for BBCF so that we may consult him when needed and he can represent BBCF when appropriate.

Among the presents given to Steve was one from the Clarion County Community Foundation of a nine-image giclee color print of Steve by John Hink.  Two of the limited edition prints were framed and presented to Steve, one to take home, and one to hang in the BBCF administrative offices.  Charles Marlin

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The Board of Trustees of the Bridge Builders Community Foundations announces steps to transition the organization from the leadership of Mr. Stephen Kosak, after 21 years as Executive Director, to new leadership.

The Board has assigned Mr. Kosak a new title as Senior Executive Director effective when his employment with PNC Bank, National Association begins on January 1, 2011.  As Senior Executive Director he will advise, review, and consult with the Bridge Builders staff, Trustees, and affiliate Boards, serve Ex-Officio on the Bridge Builders Board of Trustees, and represent the community foundations at functions when appropriate.

Beginning January 1, 2011, Dr. Bill Kaufman of Clarion will serve as Interim Executive Director.  He has been given an ambitious set of instructions by the Bridge Builders Trustees.  Additionally he will manage the administrative offices at 213 Seneca Street, Oil City, meet with donors, volunteers, and nonprofit organizations seeking grants from one of the three affiliate community foundations.  All the services the foundations are known for will continue during this transition.

The specific challenges given to Dr. Kaufman are to evaluate all operations, budget, and staffing to create efficiencies, expand services, and economize; create goodwill in our service area; organize Penn Jefferson Community Foundation as an affiliate to serve Jefferson County; make recommendations for future operations, budget, and staffing; and finally to assist the Trustees in the employment of a new Executive Director.

After 37 years in education, Dr. Kaufman retired in July 2009 from his position of Executive Director of the Riverview Intermediate Unit 6.  Before his tenure at Riverview, Dr. Kaufman served 12 years as the Superintendent of the Clarion Area School District.  Prior to this, he was employed by the Oil City Area School District where he worked in several capacities ranging from math teacher and coach to assistant superintendent.  Dr. Kaufman received a BS in mathematics from Juniata College, a master’s degree from Westminster College, and a doctorate in education from Penn State.

Mrs. Lynn McCaslin of Tionesta, Trustee President, says, “the mission of Bridge Builders Community Foundations and the affiliates Clarion County Community Foundation, Forest County Community Foundation, and Venango Area Community Foundation is the same as under Mr. Kosak.  We are a nonprofit trustee for charitable endowment funds, administered by independent, local affiliate Boards and the final Board of Trustees.”

Mrs. McCaslin continues, “we emphasize local control, low administrative fees, and direct participation by donors, volunteers, and nonprofit organizations.  Our funds include scholarships, school funds, unrestricted funds, funds serving a specific nonprofit, cemetery funds, community funds, and field-of-interest funds.  Our breadth and commitment are unique.”

The phone number for the administrative offices in Oil City will remain (814) 677-8687 at 213 Seneca Street.  In Clarion County the mailing address is Clarion County Community Foundation, Suite A, 21 N 6th Avenue, Clarion PA 16214.  The Clarion County President is Dr. Jerry Belloit of Clarion, and Vice-President is Mr. Barry McCauliff of Shippenville.  The Forest County President is Mr. Jim Parrett of Marienville, and Vice-President is Mrs. Josie Habjanetz of Tionesta.  The Venango Area President is Mr. Joseph Keebler of Franklin, and the Vice-President is Mr. Ed Bergin of Franklin.

Pictured from left to right are Dr. Kaufman, Mrs. McCaslin, and Mr. Kosak.  Press Release

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The Board of Trustees of the Bridge Builders Community Foundations announces that Stephen Kosak,, long time Foundation Executive Director, has accepted a position with PNC Bank, National Association.

Mr. Kosak through his consulting company, Kosak & Associates, has administered various trusts, foundations, and scholarships for Venango, Clarion and Forest Counties for 35 years.

Mr. Kosak will take a position with PNC Bank, National Association administering local charitable trusts and foundations.  He will begin his new position on January 1, 2011.

Mr. Kosak joined the Venango Area Community Foundation in 1989, grown the Community Foundation from two funds with $500,000.00 in assets to over 80 funds with $5.5 million in assets.  To capitalize on the growth of area foundations and their partnerships the Venango Area, Clarion County, and Forest County Community Foundations created an umbrella organization called Bridge Builders Community Foundations in 2007.

Mr. Kosak says, “I am thankful to have worked with dedicated and community connected Community Foundation board members.  I also appreciate all of the individuals and families that have created funds in the Community Foundations.  It is through their generosity that children, youth – and families and our communities – will benefit in the future.”

Through Mr. Kosak’s transition from consultant to PNC employee, the Boards of Directors of the Venango Area, Clarion County, and Forest County Community Foundations, and the Board of Trustees of Bridge Builders Community Foundations are intent on continuing to serve the needs of their communities.

Mr. Kosak adds, “I remain committed to growing and strengthening the Community Foundations.  PNC will allow me to continue working for the Community Foundations in a supportive way, outside of my full-time responsibilities at PNC.”

Board of Trustees President, Lynn McCaslin adds, “The Boards of Directors and the Board of Trustees want to make the transition as seamless as possible and are committed to working diligently to meet the challenge presented by Mr. Kosak’s eventual absence.  Mr. Kosak shall continue as the Executive Director and assist in the transition in the immediate future.”

To provide for this transition Bridge Builders Community Foundations has hired Frank Gill of Gill Consulting to facilitate this process.  Mr Gill will work directly with a committee of Community Foundation Board members to plan for the transition through the implementation of an operational plan.

This plan will be executed in a way that will assure all of the responsibilities and duties provided by Mr Kosak will be accomplished so that the Community Foundations can continue to be a vital and growing asset to our communities.  Press Release

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There are two steps to making a bequest, first one is big but the second one is just one or two regular sized steps  It is easy and refreshing.  You will be proud of yourself after you complete the bequest.

Here is the big step.  Please consider a bequest or planned gift to benefit your home community through Clarion County Community Foundation.  Clarion County is your home and part of your identity.  It may have been your family’s residence for generations.  This is the place that cares about you.  Please let them remember you in the most favorable way possible.

When you make a decision that yes you want to do something for your home community, the next regular sized step is filling in the blanks.  This is not difficult.

Make certain your lawyer uses the full legal name, tax number, and location of the community foundation.  Without revealing your name the lawyer can ask for the tax number by calling our Executive Director Steve Kosak at (814) 677-5085.  Because CCCF is an affiliate of Bridge Builders Community Foundations, and the tax number in under the BBCF name, when naming the community foundation use the full name Clarion County Community Foundation/Bridge Builders Community Foundations, tax number _________, with the current business address of PO Box 374, 213 Seneca Street, Oil City PA 16301.

Next you identify what you want to give to the community foundation, either a set amount, a specific property, a percentage of your total estate, or the residual after all other distributions are made.  Your lawyer will word this for you.

After deciding what you want to give to the community foundation you select the way you want your gift to serve.  CCCF has three general funds, called field-of-interest funds by the professionals, you may decide to support.  They are 1. CCCF Operating Support Fund, 2. Rare Gift Fund, and 3. Unrestricted Grants Fund.

Or you may choose to create an endowment fund for one or more nonprofits working in the county.  Ask your lawyer to check on their legal name and address.

Or you may create a scholarship fund for one or all the high schools in Clarion County.  You may list the criteria for the scholarships as well as the membership of the scholarship committee who review applications.

Or you may strike out on your own with a new fund tailored to charitable needs you want to support.  There are always needs in the community for which there are no endowment funds.  What you do may inspire others to follow with their support.  There is always a frontier in front of us if we bother to look.

Whatever your choice, your bequest can become a memorial named as you wish.

If you select to support a current nonprofit or a charitable activity that may change in the next one or two hundred years, you should discuss with your lawyer and our Executive Director the wording of a sunset provision.  Typically a sunset provision will read: If the nonprofit or its successor ceases to exist or reside in Clarion County, the fund shall become an unrestricted grants fund.

After the will is completed, signed, and you have had time to reflect, you may want to discuss with our Executive Director the creation of a fund contract to set out all the details you want.  This contract will be closely reviewed by the CCCF Board of Directors and the BBCF Board of Trustees.  When everyone is in agreement and feel the contract can function in perpetuity, you and the board chairpersons sign the legal document.  The contract will not become public or activated until needed.  Preparing a fund contract in advance is a wise step.  Charles Marlin

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The US Postal Service has announced the Oil Creek Station on Seneca Street in Oil City will close permanently July 12th.  The Bridge Builders Community Foundations mail comes to that station but after the closing it will go to the Oil City Post Office on the Southside.  There will be no change in our address.  It will remain P O Box 374, Oil City PA 16301.

Our Executive Director, Steve Kosak, plans to walk the distance from and to our offices, 42 vertical steps up at 213 Seneca Street and the Southside Office.  He will consider driving or accepting a lift if it is raining or snowing.  None of us want your contributions to Clarion County Community Foundation, Forest County Community Foundation, and Venango Area Community Foundation to be damaged by inclement weather.  Charles Marlin

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Directions to Seneca Hills:

Seneca Hills is located 6 miles south of Franklin; 12 miles north of I-80 on Old Route 8. From the north, take Old Route two miles south of Franklin; turn right immediately after crossing the Big Sandycreek Bridge; then turn left at the (T) intersection. From the south, take Old Route 8 North; turn left just before crossing the Big Sandycreek Bridge; then turn left at the (T) intersection.

Lunch:

We are welcome to join the Seneca Hills campers and staff for lunch at 12:15 in the dining hall. Because of the Seneca Hills schedule, we may be meeting one place in the morning and another location after lunch.

Donations for Lunch and Meeting Accommodations:

Please consider making a donation to Seneca Hills for the use of their facilities and lunch. If the cost is to be paid by individuals, a donation of any amount will be acceptable.

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