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Synergos

2009 Report
2 What We Do
3 Letter from the Chair
& the President
5 Where We Work
6 India
7 Middle East & North Africa
8 Southern Africa
11 Canada
12 Latin America
13 Global Networks
15 Synergos Services
16 Special Events
17 Year at a Glance
19 Financial Report Summary
21 Sustainability Report
22 Donors
25 Board of Directors
26 Staff & Offices
What We Do
The name “Synergos” comes from the Greek root meaning “working together.”
We address global poverty and social injustice by working collaboratively to
change the systems that keep people in poverty. Bringing together government,
business, civil society, and poor and marginalized communities, we help create
sustainable systems change.

Over the course of more than 23 years, Synergos has supported the development
of innovative leaders, organizations, and partnerships in Africa, the Americas,
Asia, and the Middle East.

Above: Jordanian man who benefits from the work of


Rabee’ Zureikat, a Synergos Arab World Social Innovator
working to narrow socio-economic divides in his country.
Left: Global Philanthropists Circle members explore
philanthropy’s role in promoting systemic change to
overcome poverty .
Cover: The African Public Health Leadership and Systems
Innovation Initiative is creating a replicable model for
improving public health leadership and systems perfor-
mance, beginning in Namibia.

2
Letter from the
Chair & the President
Dear Friends, The second major change we’ve implemented has
involved increasing the impact of our work in reduc-
For many people, 2009 was an especially difficult year. ing poverty and promoting social equity. We continue
The global economic downturn that began in 2008 to believe that the best way to bring about and sustain
slowed progress in fighting poverty, and even increased systemic change is by bringing together leaders from
it in some places. According to World Bank estimates, government, business and civil society. Synergos
45 million people fell into extreme poverty as a result taps into the wisdom, knowledge, and experience of
Peggy Dulany Robert H. Dunn
of the downturn, and an unacceptable number of everyone impacted by the system in need of change
Founder and Chair President and CEO children – 400,000 – lost their lives. by bridging the divides that separate them so they can
work together to identify and implement long-lasting
At the same time, the economic slowdown increased innovations.
“Synergos taps into the wisdom, the challenges faced by organizations in raising
knowledge, experience and financial support for programs to help communities Our largest program, the African Public Health Lead-
respond to these tremendous difficulties. ership Initiative in Namibia, has focused on strength-
aspirations of everyone impacted ening the senior leadership team of the Health Minis-
by the system in need of change This is the context in which Synergos operated in try and improving maternal health. The early successes
2009: a world of continued, and sometimes increas- from prototypes are now leading to a national roll-out
by bridging the divides that
ing, need, combined with a more difficult financial of the change processes we implanted there to reduce
separate them.” environment. maternal mortality rates.

Our response has been two-fold. The first was to Our longstanding efforts through the Bhavishya
implement measures to reduce our own costs and Alliance to reduce child under-nutrition in India also
increase our effectiveness and efficiency, including made great strides forward. Participants in the affili-
reducing the size of our staff in our New York head- ated Girls Gaining Ground program have already
quarters early in 2009, and in our office in Brazil later witnessed tangible improvements in their lives and
in the year. We took these actions reluctantly and tried the lives of their families.
to lend support to those adversely affected to help
them transition successfully to new employment.
3
“If there is any positive side to the On Vancouver Island, in Canada, the Aboriginal If there is any positive side to the challenging financial
Leadership Initiative has leveraged business and gov- environment we’re in, it has been in the wider recogni-
challenging financial environment
ernment resources for development priorities identi- tion that we need to focus greater attention on long-
we’re in, it has been in the wider fied by local communities, and the approach taken term, systemic interventions.
recognition that we need to focus will serve as the basis for a national conference in
Ottawa in 2010. As you can see in the following report, that is the
greater attention on long-term, approach that we and our partners are taking in
systemic interventions. Work in South Africa with leaders of the children’s working to overcome poverty and injustice.
sector has resulted in numerous collaborative efforts
and policy changes. Our initiative in that country and We want to express our gratitude and appreciation
As you can see in the following report,
Mozambique to strengthen community capacity to to the many partners and supporters we have worked
that is the approach that we and help isolated children in distress will also be expanded with in 2009. They continue to inspire us and help
our partners are taking in working to and serve as the basis for an advocacy campaign affect- us help others to meet their basic needs, enjoy their
ing care givers and public policy in the region. fundamental rights, and achieve their full potential.
overcome poverty and injustice.”
We have grown, deepened our relationship with Warmly,
members, and increased the interactions among our
three leadership networks – the Global Philanthropists
Circle, Synergos Senior Fellows, and the Arab World
Social Innovators. Participants in these groups tell Peggy Dulany Robert H. Dunn
us the benefits of their affiliation with Synergos have Founder and Chair President and CEO
enabled them to be more strategic, scale up existing
efforts, collaborate more effectively, and better mea-
sure the return on their social investments. Members
of these networks are also increasingly launching, lead-
ing and supporting cross-sector partnerships to change
the systems that keep people in poverty.

During 2009, we also stepped up our work with


businesses and foundations, launching a new services
group to support these organizations’ efforts to work
to address global poverty.

4
Where We Work

Senior Fellows Key Program Countries

Global Philanthropists Circle Families Synergos Offices

Arab World Social Innovators

Board Members

As of June 1, 2010
5
A Partnership for
Child Nutrition
India
Synergos’ work in India focuses on addressing child
under-nutrition through our work with the Bhav-
ishya Alliance, a multi-sectoral partnership we created
with Hindustan Lever, various Indian governmental
agencies and non-governmental organizations, and
UNICEF.

A key Bhavishya initiative is Girls Gaining Ground,


which empowers girls (between the ages of 11-19
years) to become more confident, aware and respon-
sive toward the health and nutrition of their families
and themselves. The program, which is supported by
the Nike Foundation, is reaching about 10,000 girls
from over 100 communities in the state of Maha-
rashtra. Girls from Latku village provide an excellent
example of the impact of Girls Gaining Ground.
With confidence and learning acquired from a train-
ing workshop, they confronted Latku’s sarpanch
(elected leader) about inaction in spending money
allocated for water sanitation. The result was govern-
ment action to provide a clean water tap.

Other Bhavishya achievements include improving the


quality of food in supplementary feeding programs “GGG teaches us how to make decisions about
at daycare centers through a partnership with the
our own rights, maintain cleanliness, and
Taj Group of Hotels; teaching mothers of infants
improved breast-feeding behaviors and comple- communicate with others.”
mentary feeding practices; the provision of literacy, — Girls Gaining Ground participant from
health and nutrition training to over 1,000 women in
thirty villages; and getting the Indian government to Thane district, India
provide day care facilities for migrant workers at three
construction sites in Mumbai.
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Middle East & North Africa
Strengthening Synergos entered into partnerships with consult-
ing firms and international organizations to deliver
Entrepreneurs in the professional development training to the innovators.
For example, the Social Entrepreneurship Assistance
Arab World Program (SEAP – affiliated with consulting firm Booz
Allen Hamilton) connected each Social Innovator with
Synergos’ Arab World Social Innovators (AWSI) pro- a dedicated consultant who provides advisory ser-
gram supports high-impact social entrepreneurs who vices on strategic planning and organizational design.
are each transforming a powerful idea into a grow- Through this support, each of the 22 Innovators has
ing social venture – in fields such as education, youth crafted a strategic plan, outlining the vision, mission,
employment, women and girls, civic engagement, and and goals for their project.
technology. With support of the US Agency for Inter-
national Development and other donors, the program “The relationship between the initiative and
provides seed funds, professional development training,
and access to global networks so that the Innovators Synergos is based on trust and a common
can scale-up their initiatives and increase their impact. belief in the ability of community-based
initiatives to bring about even a small part
The inaugural class of 22 – from Egypt, Jordan, Leba-
non, Morocco, and Palestine – were welcomed into of the change required to make a hole of
the Synergos family in February at an orientation in hope in the wall of obstacles to human
Amman, Jordan. Collectively, they serve over 300,000
women, children, youth, and people with special needs. development in Palestine, and the fight
against poverty in this society.”
Members of the AWSI program participated in a
— Jehad Shejaeya, Founder,
number of global events to present their work, network
with influential individuals, and share their experi- From Student to Student, Palestine
ence addressing development challenges in the Arab
world. Highlights included participation at the Skoll Right: Garbage collectors in Cairo, Egypt benefit from
development programs organized through the efforts
World Forum and other events in Europe and the of Ezzat Naem, a Synergos Arab World Social Innovator.
Arab region, followed by a trip to the United States for Inset: Raghda el-Ebrashi, a Synergos Arab World Social
meetings and events with government officials, founda- Innovator from Egypt who runs youth and micro-loan
programs in poor communities in Cairo, receives an
tion staff, and academic audiences. Social Innovators
achievement award from King Abdullah II of Jordan at
have received media coverage on BBC World Business the 2009 World Economic Forum in the Middle East.
Service radio, CNN, Al-Arabiya, and Al-Jazeera.
7
Southern Africa
Strengthening Public Health
The African Public Health Leadership and Systems Innovation Initiative aims
to transform policies into actions with the ultimate result being increased access,
quality, and efficiencies in health service provision.

The effort began in 2009 in Namibia, with support at the highest levels of
government. It is funded by the Bill & Melinda Gates Foundation and the
Global Alliance for Improved Nutrition (GAIN). McKinsey & Company and
the Presencing Institute collaborate with Synergos on this effort.

In 2009, the initiative focused on maternal and young child health and nutrition
as a high-impact strategy. “Maternal health captured the interest of Cabinet
because of its poor performance in the light of the country’s commitment to the
Millennium Development Goals, one of which is to cut maternal mortality by
75% by 2015,” says Len le Roux, who heads Synergos’ partnership-building Above: Mothers wait with their children to receive infant healthcare in Windhoek, Namibia.
Left: The initiative involves government at the highest level in Namibia, including the engagement
programs in Africa.
and leadership of Prime Minister Nahas Angula (right, with Synergos’ Len le Roux).

A key element of this work has been recognizing


and augmenting capacity that exists within the
national health system – including not only
diverse government agencies but also from “We’ve already shown a remarkable difference in the working
community-based service providers, civil society atmosphere, improving the environment, the frequency of
and the private sector.
communication, the openness of communication, and the
So far, improvements have included a reorganization of the Windhoek ambulance preparedness of our management staff. We are thinking
system that has resulted in a reduction in response times and improved operations about solutions and we are designing solutions.”
at health facilities that has reduced waits for expecting mothers during ante-natal
visits. In one case, nurses successfully pressed the government to open an ante- — Dr. Norbert Forster, Deputy Permanent Secretary,
natal care facility that had been constructed but had lain dormant for over a year. Ministry of Health of Namibia
In addition, community-based facilities are now providing services to women who
would otherwise have to walk hours for care, or choose between buying a meal or
a taxi ride to an ante-natal care facility.
8
Southern Africa
Supporting
Community-focused
Philanthropy
Synergos serves as facilitator and convenor of the
Southern African Community Grantmakers Leader-
ship Cooperative, a vibrant partnership that harnesses
the collective capacity of 28 independent development
trusts and community grantmakers from Mozam-
bique, Namibia, South Africa, and Zimbabwe. The
underlying premise of our work with the Cooperative
is that social justice grantmaking can be a powerful
vehicle for change. Through workshops and other
learning events, the Cooperative provides opportuni-
ties for peer learning and planning for joint action by
grantmakers in the region.

“[We benefit from the] high quality of dialogue members


engage in, the ease with which we exchange ideas, and the
diverse experiences I am exposed to and can tap into, both
within the Cooperative and The Synergos Institute.”
— Chris Mkhize, Chief Executive Officer,
uThungulu Community Foundation, South Africa Top: Children in South Africa participate in education
programs supported by the Community Development
Foundation Western Cape, a member of the Cooperative.
Above: Cooperative learning event.

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Meeting the Needs of
Southern Africa
development practitioners in order to influence the
adoption of more effective strategies.
Vulnerable Children “In my experience, the projects with the
A related effort in South Africa is the Leadership and greatest impact and sustainability have as
Formed in 2008, the Imbeleko Partnership is a cross- Innovation Network for Collaboration in the Chil-
border effort to strengthen the ways communities in
participants all the possible constituents,
dren’s Sector (LINC) partnership, launched in 2006 to
Mozambique and South Africa address the needs of transform care for millions of South African children in terms of the make-up of its governance
orphans and vulnerable children – especially in ways living in distress due to the multiple crises of HIV/ and operational processes, to ensure that
that reduce the isolation of children in distress, reduce AIDS, poverty, and social exclusion. LINC has created
their vulnerability, and maximize the social inclusion a Fellowship which currently consists of 75 strategic all voices are represented and being heard.”
of children and caregivers. Synergos works on this leaders in the children’s sector – from government, — Kim Samuel Johnson, Director, Samuel
partnership on behalf of Synergos Canada. business, civil society and donor agencies. LINC Fel-
Family Foundation, Canada
lows receive leadership development training, benefit
By supporting on-the-ground community-based from peer learning, and collaborate on innovation in
services in rural communities, cross-border learning areas including building community capacity, coordi-
exchanges, applied research, and documentation, the nation of service delivery, and developing reliable and
partnership – which includes the Nelson Mandela accessible information systems.
Children’s Foundation (NMCF) of South Africa, the
Foundation for Community Development (FDC)
in Mozambique, and Kim Samuel Johnson, a mem-
ber of the Board of Synergos Canada – is creating a
sustainable, Afro-centric model of care that builds on
community assets, traditions, and patterns of mutual
help to reduce the isolation and vulnerability of chil-
dren in distress, and to maximize the social inclusion
of children and caregivers. By late 2009, the FDC and
NMCF had provided holistic community-based ser-
vices to almost 9,000 orphans and vulnerable children.

The initiative is in its second phase, one focus of


which is testing integrated approaches in four to six
locations in Mozambique and South Africa that build
upon local traditions. The second focus is engaging
policymakers, government agencies, donors, and other Above: Children in Mozambique.

10
Canada Strengthening
Aboriginal Leadership
The Aboriginal Leadership Initiative is modeling new
ways Canadian First Nations, government agencies,
businesses, and nonprofit organizations can work
together.

The effort is being piloted first with three First


Nations on the West Coast of British Columbia.
Known locally as Ahp-Cii-Uk, meaning “going the
right way” in the Nuu chah nulth language, the initia-
tive advances practical economic and social develop-
ment priorities of participating communities while
simultaneously building relationships of trust and
understanding between First Nations and others.

One example of Ahp-Cii-Uk is efforts to build eco-


tourism in the Ahousaht First Nation. With support
of new partners from BC Parks, the BC Transmission
Corporation, Terasen Gas, and others, the Ahousaht
First Nation was able to re-establish a path – called the
Walk the Wildside Heritage Trail – through parts of
its territory with cultural and historical significance.

“The Ahp-cii-uk effort is not only bearing fruit in British Columbia, it is also Partners helped bring the community’s vision to life
with financial support and know-how on marketing
modeling ways in which the Government of Canada and First Nations people and tourism development. The Ahousahts commis-
can work together more effectively on poverty and social exclusion. The sioned a master carver to create a welcome figure,
signifying the community’s openness to receiving
program brings about tangible change in communities and is also building
visitors. The welcome figure, supported financially by
hope and trusting relationships between First Nations and others. Our vision the Donner Canadian Foundation and others, enabled
in the coming years is to work with First Nations, government, business and young Ahousahts to apprentice with elders and arti-
sans in the process, helping youth to reconnect with
nonprofit partners to expand this approach across Canada.” their traditional culture.
— John Heller, Senior Director, Partnerships, Synergos Left: Craftsman at a newly established artists’ market.
11
Latin America
Promoting Philanthropy and Inclusion
In 2009, Synergos continued to strengthen social justice Another example was in Brazil, where Synergos com- “Joining Synergos was one of the most
philanthropy and provide capacity-building services pleted research for The Rockefeller Foundation around
to the NGO sector in Latin America. We also strove the theme “New Partnerships for Inclusive Cities.” The
strategic things my family did. We are
to promote greater community participation in develop- project examined approaches to cross-sectoral partner- helping to bring peace and stability to
ment programs, particularly in cooperation with our ships and leadership development to improve slum
Colombia, to create a more peaceful
Senior Fellows and members of the Global Philanthro- upgrading and urban renewal efforts. The research
pists Circle. focused on opportunities to work on inclusive processes and equitable society. . . .
for urban renewal in Brazil’s favelas (slums). The synergies and connections are
One example of this was our supporting efforts of the
AlvarAlice Foundation, the foundation of a Global Phi- In Mexico, in cooperation with our Senior Fellows,
so powerful, that anything you put
lanthropists Circle member family in Colombia, to sup- members of the Global Philanthropists Circle, and local your mind to you can do [but] we
port restorative justice efforts in that country through partners, we conducted a series of events aimed at pro-
would never have been able to do
microfinance and other approaches. In 2008, Synergos moting collaboration and strengthening the role of phi-
helped AlvarAlice obtain strong international partici- lanthropy in a time of social and economic challenges. this without this supportive group. It’s
pation in a key symposium on this topic. In 2009 we They included a Philanthropy Summit organized in opened doors for us. It’s something
assisted the foundation in follow-up to that event, which cooperation with the Americas Business Council, and a
engaged participants from the highest levels of society, workshop on corporate philanthropy at ITAM, a private
that’s so valuable, that it’s hard to put
including the then-President of Colombia Alvaro Uribe. research university. a price on.”
— María Eugenia Garcés, Chair,
AlvarAlice Foundation, Colombia

Far left: Kids who benefit from the programs of Instituto Desid-
erata in Rio de Janeiro, Brazil, an organization led by Beatriz
Azeredo, a Synergos Senior Fellow.
Left: In Colombia, Global Philanthropists Circle member María
Eugenia Garcés led an effort to explore the use of microcredit as
a means of sustaining peace, helping bring together then-Pres-
ident of Colombia Alvaro Uribe with Alicia Meneses, a microen-
trepreneur who sells empanadas on the street, in a televised
conversation.

12
Global Networks
Senior Fellows Network
Synergos Senior Fellows are civil society leaders commit- efforts in Turkey on education, women’s empowerment, and
ted to using collaborative approaches to address poverty rural development, and Wangsheng Li, who makes strategic
and inequity in their own countries, regions and globally. philanthropic investments in public health in China.
Through the Synergos Fellows program, these leaders are
linked to a worldwide learning, support and action network, Other examples of the Fellows’ work includes Celso Grecco
thus creating a laboratory for proven innovators to expand of Brazil launching a Social Stock Exchange within Euronext
their work through cooperation with other sectors of society Lisbon (a major stock exchange in Portugal) and Pushpa
and in tandem with the communities they serve. Aman Singh and Hui-Jung Chi (Fellows from India and Tai-
wan, respectively) bringing information on best practices in
Senior Fellows provide strategic and technical advice to one nonprofit organization accountability from India to Taiwan.
another and, on occasion, to third party civil society orga-
nizations through peer consulting sessions, exchanges, and In 2009, Fellows gathered in New York City in September
field assignments in their area of expertise. These exchanges for their Annual Global Meeting to explore Leadership
and assignments not only grow the capacity of others, but for Creating Equitable Societies. In August, the second
also expand the Fellow’s own networks and skills. Fellows All-Africa Senior Fellows Meeting held in Johannesburg
also take advantage of a variety of learning events. explored the same theme from an African perspective.
Fellows also shared ideas and perspectives for cooperation
In 2009, Synergos selected twelve new Fellows to begin their through the social networking site.
three-year fellowships in 2010, followed by a permanent net-
work membership. Among them are Ayla Göksel, who leads

Top: Photo taken as part of study of gender roles in “Now I more strongly believe that the issues of poverty and social injustice cannot
economic development in the Philippines that was
supported by Senior Fellow Felicitas Rixhon. be eliminated only by implementing projects without simultaneously giving equal
Above: Maryam Bibi, a Senior Fellow from Pakistan,
works on development of women, children, and
attention at all levels, including international policy framework. This cannot be
strong families in the remote areas in her country’s
northwest.
achieved without building bridges and partnerships at all levels.”
—M
 aryam Bibi, Chief Executive, Khwendo Kor, Pakistan

13
Global Networks
Global Philanthropists Circle
The Global Philanthropists Circle is a network of thropists’ role in addressing critical issues such as
leading philanthropic families from across the world poverty and climate change.
committed to using their time, influence and resources
to fight global poverty and social injustice. Founded The lynchpin event for the network was its Annual
in 2001 by Peggy Dulany, Synergos’ Chair, and her Meeting in September which brought together mem-
father, David Rockefeller, the GPC increases the bers from around the world with other experts and
impact of members’ philanthropy and allows them speakers to explore topics such as investing in social
to become more effective social investors by offering entrepreneurship and how philanthropists can pro-
opportunities for learning and collaboration. mote collaboration for social change. A highlight was
a session featuring personal reflections among three
In 2009, Synergos organized a journey in Kenya and generations of the Rockefeller Family on philanthropy.
Tanzania for members to learn about innovative work
on issues including microfinance, education, water, In addition, Synergos worked directly with individual
and the environment. We also conducted workshops members and families in places from Colombia
and other events in South Africa, the United Kingdom (described on page 12) to Indonesia to South Africa.
and the United States on philanthropy, and philan-

“Synergos opened a whole new world for us ... it made


us think globally. We’re still working locally in Mexico
but we’re global in our vision.”
— José Ignacio Avalos, President, Un Kilo de Ayuda,
Mexico

Top right: Agricultural project visited during the learning


journey to Kenya and Tanzania.
Above right: David Rockefeller talks about philanthropy at
the GPC 2009 Annual Meeting.
Left: Participants at a Global Philanthropists Circle workshop
on strategic philanthropy to address climate change.

14
Synergos launched an initiative earlier this year
Synergos Services
ment, partnership design and management, and
formalizing our work serving as a strategic advisor to program implementation.
“Synergos was able to get honest
global corporations seeking creative and sustainable
ways to invest and operate in the emerging markets As part of this, in 2009 we organized two field learn- perspectives from stakeholders
of Africa, Asia, Latin America, and the Middle East. ing visits to Africa (to Malawi and Nigeria) for corpo- we could not have reached
As more companies aim to realize both financial and rate executives from a Fortune Global 500 company
societal return on investment, many are turning to us seeking to address under-nutrition globally. Synergos ourselves. We listened to that
for guidance. helped the company assess the potential for partner- direct feedback, and shifted to a
ship with government as well as relevant nonprofit
better course as a result.”
Synergos Services provides business leaders deep organizations to develop and distribute low-cost
insight into developing country contexts, our extraor- nutritionally beneficial processed foods. Senior execu- —M
 allika Janakiraman,
dinary network of contacts, and our ability to conceive tives were also “immersed” in the market – meeting Vice President, Health
and help implement creative solutions that advance with producers, retailers as well as consumers – to gain
corporate goals in ways that also achieve meaningful better insight and knowledge into the local context for and Wellness, PepsiCo
social impact. Service offerings include stakeholder the company’s products.
mapping and situation research, corporate team field
learning visits, strategy development for social engage-

15
Special Events
“[W]e must also remember, when we talk of
leaders, that leadership doesn’t mean one
must always be right, and one must always
win, and one must always be in the lead.
We should remember that a good leader is
also a good follower.“
— K ofi Annan, seventh Secretary-General,
United Nations

Right: Kofi Annan speaks at University for a Night


Synergos held a number of special events through Mr. Annan and Ms. Patel were honored with the as Synergos’ Peggy Dulany looks on.
the course of the year to build upon our extensive David Rockefeller Bridging Leadership Award, pre- Far right: Sheela Patel (right) of Shack/Slum
global networks and provide opportunities for shar- sented by Mr. Rockefeller and Ms. Dulany. In accept- Dwellers International and Guilherme Leal of
Natura Cosméticos at University for a Night.
ing ideas and approaches to address poverty and other ing his award, Mr. Annan described the importance
critical global issues. One example was a roundtable of multi-sector partnerships and leadership in tackling
discussion we organized between U.S. Global AIDS the challenges of the world. Ms. Patel talked about
Coordinator Eric Goosby and business, nonprofit and the importance of community voice in setting devel-
academic leaders in New York. opment priorities in cities.

Our largest special event – University for a Night Synergos also held its first University for a Night in
– is held annually and combines these networking Africa, which featured a plenary discussion with Graça
goals with fundraising for our programs as well as Machel and Synergos Senior Fellows, Bisi Adeleye-
recognition of achievement in bridging leadership. Fayemi and Achmat Dangor. Like the global event in
University for a Night 2009 took place in September New York, the evening concluded with discussions
in New York, and featured a conversation between over dinner led by “Distinguished Faculty” – innova-
Kofi Annan, the seventh Secretary-General of the tive leaders sharing their insight and expertise.
United Nations, Sheela Patel, Chair of Shack/Slum
Dwellers International, Guilherme Leal, Co-Chair of
Brazil’s Natura Cosméticos, and Synergos Chair Peggy
Dulany.

16
Area Overview Progress in 2009
Year at a Glance
Southern Africa Synergos is helping improve health services • The African Public Health Leadership and Systems Innovation Initiative in Namibia focused on improving maternal health
in Namibia, strengthening local capacity to as a high-leverage strategy. Prototype projects have reduced response times for ambulances in Windhoek and wait times for
help orphans and other vulnerable children ante-natal visits by expecting mothers. Six clinics, including one completely new facility, are bringing ante-natal services to
in Mozambique and South Africa, and women in previously underserved outlying areas of Windhoek.
strengthening community philanthropy • In South Africa and Mozambique, we are helping to provide sustainable care for orphans and vulnerable children affected
across Southern Africa. by the HIV/AIDS crisis. In partnership with the Nelson Mandela Children’s Fund in South Africa, the Foundation
for Community Development in Mozambique, and Synergos Canada board member Kim Samuel-Johnson, this effort
combines traditional and Western practices to enable communities to reduce the isolation and vulnerability of children in
distress, and maximize the social inclusion of children and caregivers.
• The Leadership and Innovation Network for Collaboration in the Children’s Sector (LINC), with key support from Capri-
corn Investments, is developing leadership capacity to improve services for orphans and vulnerable children in South Africa.
Seventy-five Fellows, from government and private sector agencies engaged in work on children, have formed thematic
teams to design and pilot initiatives.
• The Southern African Community Grantmakers Leadership Cooperative, which consists of twenty-eight community grant-
makers and grantmaking trusts, has emerged as a significant network in advancing strategic philanthropy in the region.

Middle East & Our Arab World Social Innovators program • Inaugural class of 22 Social Innovators was inducted at the regional convening in Amman, Jordan.
North Africa supports talented women and men from • Innovators received technical assistance on strategic planning and organizational design from the Social Entrepreneurship
Egypt, Jordan, Lebanon, Morocco, and Assistance Program (SEAP – affiliated with consulting firm Booz Allen Hamilton), as well as grant support to scale-up their
Palestine who are leading social ventures. programs to serve more constituents. Their programs are expanding at a much faster rate when equipped with these services
With the support of the US Agency for and seed funds.
International Development (USAID) and • Social Innovators participated in international and regional events – including the Skoll World Forum, the World Economic
other donors, Synergos helps innovators Forum in the Middle East, and briefings Synergos organized with USAID, the US State Department, universities, and foun-
increase the capacity and impact of their dations – generating interest and support for innovators and the growing field of social entrepreneurship in the Arab region.
organizations to serve more people in their • Documentation underway of Innovators’ programs delivering services to thousands of women, youth, and people with
communities and beyond. At the same special needs.
time, we are connecting our networks of
Innovators, philanthropists, and Senior
Fellows in the region to create new collabo-
rations.
India Synergos is helping the Bhavishya Alliance, • A Food Diversification Project on supplementary feeding programs at daycare centers created in partnership with the Taj
a groundbreaking multi-sectoral partner- Group of Hotels.
ship we established in cooperation with • The Girls Gaining Ground initiative, with support from the Nike Foundation, has trained twenty-four new facilitators for
Hindustan Lever, various Indian govern- its second phase; it is empowering 10,000 girls to serve as change agents in nine villages.
mental agencies and non-governmental • Mothers of infants are being taught improved breast-feeding behaviors and complementary feeding practices with materials
organizations, and UNICEF to create developed by Project Yashoda, led by Hindustan Lever.
sustainable, systemic solutions to child • Over 1,000 women in thirty villages received literacy training, health education, and nutrition awareness.
undernutrition. • Bhavishya Alliance gets Indian government to provide day care facilities at construction sites in Mumbai for migrant
workers.

17
Area Overview Progress in 2009
Latin America Synergos strengthens social justice philan- • In Mexico, Synergos worked with several members of the Global Philanthropists Circle, as well as groups such as the
thropy and provides capacity-building Americas Business Council and Poder magazine, on a series of events aimed at strengthening the role of philanthropy in a
services to the NGO sector in Latin time of social and economic challenges.
America. We also seek to promote greater • In Colombia, we helped Global Philanthropists Circle member María Eugenia Garcés and her family’s AlvarAlice Founda-
community participation in development tion increase international participation in a groundbreaking symposium on microfinance and peace. The event resulted in
programs, particularly in cooperation with widespread attention among the Colombian public and government on the potential of microfinance to help ensure stability
our Senior Fellows and members of the in that country.
Global Philanthropists Circle. • In Brazil, we worked with a partnership of nonprofit groups in Rio de Janeiro to increase community participation in public
policy.

Canada Synergos is working through the Aboriginal • Local projects are moving ahead with three Nuu-Chah-Nulth communities on Vancouver Island: the Ahousaht
Leadership Initiative to improve the ability community is developing an ecotourism project around their Walk the Wild Side Heritage Trail; the Tseshaht
of Aboriginal communities, government community has established an artists’ market; and the Ehattesaht community is developing pre-employment
agencies, businesses, and nonprofit orga- training for youth.
nizations to collaborate on projects that • The Initiative has built self-esteem, respectful and equitable partnerships, and respect for culture and traditions among the
improve the quality of life for indigenous members and partners of the First Nation communities, according to an evaluation conducted in early 2009.
peoples.
Synergos In 2009, Synergos launched an advisory • We organized two field learning visits in sub-Saharan Africa during which corporate executives interacted with
Services service for global corporations seeking consumers and other stakeholders to deepen their local knowledge.
creative and sustainable ways to invest and • Synergos provided ongoing consultation to business leaders on innovative ways to work with government, civic groups and
operate in the emerging markets of Africa, other stakeholders related to malnutrition in the developing world.
Asia, Latin America, and the Middle East. • Discussions underway with more than 20 prospective clients.
The aim is to better enable companies to
realize both financial and societal return
on investment. Synergos’ service offer-
ings include stakeholder-mapping and
situation research, corporate team field
learning visits, strategy development for
social engagement, partnership design and
management, and program implementa-
tion.
Global Synergos’ networks allow members to • The Senior Fellows welcomed seven new Fellows into the class of 2009 and recruited 12 Fellows for the class of 2010.
Networks & learn from each other, make new connec- Synergos runs the Senior Fellows program in part on behalf of Synergos Canada, with major support from Synergos Canada
Events tions, develop their skills, and take their Board member Kim Samuel Johnson, Heidi Honchariw, the Charles Stewart Mott Foundation, and the W.K. Kellogg Foun-
work to new levels. We support two global dation.
networks: the Senior Fellows network of • Global Philanthropists Circle members went on a learning journey to Kenya and Tanzania to visit initiatives in health, water,
more than 100 civil society leaders from education, environment, and microenterprise.
more than 30 countries, and the Global • The Global Philanthropists Circle Annual Meeting was held with the overall theme of leading collaboration for social change.
Philanthropists Circle, with a member- Circle workshops and events were held on topics including addressing climate change and developing bridging leadership.
ship of more than 75 families (including • An online social networking and knowledge management website launched for the Circle, Senior Fellows, and Synergos staff
approximately 250 individual philanthro- with support from the Shelley & Donald Rubin Foundation.
pists), from more than 25 countries. • The Senior Fellows gathered in New York City in September for their Annual Global Meeting to explore “Leadership for
Creating Equitable Societies.” In August, the second All-Africa Senior Fellows in Johannesburg explored the same theme
from an African perspective. The African Fellows meeting was preceded by the first University for a Night in Africa.

18
Financial Report Summary
A complete set of audited financial statements
Consolidated Statements of Financial Position is available online at www.synergos.org/
publications and upon request.
December 31, 2009 2008
ASSETS
Cash $189,559 $3,902,001
Short-Term Investments, at fair value 2,395,225 1,737,094
Pledges and Other Receivables, net 2,610,618 6,279,714
Investments, at fair value 11,819,079 8,366,211
Prepaid Expenses and Other Assets 100,010 106,687
Property and Equipment, net 1,628,407 1,927,154
Total assets $18,742,898 $22,318,861

LIABILITIES AND NET ASSETS


Liabilities:
Accounts payable and accrued expenses $494,372 $723,526
Capital lease obligation 50,282 41,680
Deferred rent and lease incentive 1,339,404 1,382,975
Total liabilities 1,884,058 2,148,181

Commitments and Contingency

Net Assets:
Unrestricted:
Invested in property and equipment 1,578,125 1,885,474
Designated for long-term investment 9,825,792 8,348,844
Undesignated 1,625,820 1,894,376
Total unrestricted net assets 13,029,737 12,128,694
Temporarily restricted net assets 3,829,103 8,041,986

Total net assets 16,858,840 20,170,680

Total liabilities and net assets $18,742,898 $22,318,861

19
Consolidated Statements of Activities 2009 2008
Temporarily Summarized
Unrestricted Restricted Total Information Total
Support and Revenue
Contributions:
Foundations $286,476 $49,392 $335,868 $1,442,514
Individuals 661,274 42,631 703,905 798,979
Contributed services 59,225 - 59,225 -
GPC membership dues 1,540,019 - 1,540,019 1,602,273
Gates Foundation grant - 28,824 28,824 110,572
Government grant 458,233 - 458,233 163,320
Special event, net 634,707 - 634,707 666,122
Return on investments available for operating activities 17,125 13,241 30,366 159,469
Other income 678,090 - 678,090 556,341
Net assets released from restrictions - satisfaction of program and time restrictions 4,346,971 (4,346,971) - -
Total support and revenue 8,682,120 (4,212,883) 4,469,237 5,499,590

Expenses
Program services:
Networks 3,076,227 - 3,076,227 3,339,095
Partnerships 809,081 - 809,081 732,757
Gates-Namibia 2,033,991 - 2,033,991 1,994,329
Southern Africa 780,711 - 780,711 982,153
Communications and Outreach 245,360 - 245,360 405,422
Total program services 6,945,370 - 6,945,370 7,453,756
Supporting services:
Management and general 1,380,639 - 1,380,639 1,787,108
Fund-raising 873,785 - 873,785 905,040
Total supporting services 2,254,424 - 2,254,424 2,692,148
Total expenses 9,199,794 - 9,199,794 10,145,904
Results of operations (517,674) (4,212,883) (4,730,557) (4,646,314)
Return on Investments on Board-Designated Funds for Long-Term Investments 1,369,324 - 1,369,324 (2,310,603)
Foreign Currency Transactions Gain (Loss) 49,393 - 49,393 (118,352)
Change in net assets 901,043 (4,212,883) (3,311,840) (7,075,269)

Net Assets
Beginning 12,128,694 8,041,986 20,170,680 27,245,949
Ending $13,029,737 $3,829,103 $16,858,840 $20,170,680

20
Sustainability Report
In the interest of being a transparent and ethically driven organization, Synergos works to ensure and a desire for continued schooling, had taken steps to improve their own nutrition, and shared
a sustainable organization. This report summarizes our efforts toward this goal in 2009. what they had learned with their families and communities. A full evaluation of the project will
be available in 2010.
Overview
Synergos focuses on supporting and connecting networks of leaders so they can work together The Arab World Social Innovators Program has built evaluation into its training and convenings
in partnership with others to change the systems that keep people in poverty. At the beginning in addition to tracking the Innovators’ individual and organizational progress. A full evaluation
of 2009, we launched Synergos’ first online social networking site (available at network.synergos. of the program will be completed in 2010. In 2010, initial results of the comprehensive intake
org), which will enable members of our networks to share ideas and work together via the and monitoring system developed in 2009 for the Global Philanthropists Circle will also be
Internet. Synergos offers workshops, trainings, convenings, peer learning opportunities and free available.
downloadable resources on our website.
Environmental Impacts
Governance Synergos is dedicated to reducing our impact on the environment. We purchase carbon credits
In 2009, Synergos had a 24-member Board of Directors with five standing committees: finance to offset the footprint of our international travel and other activities. In 2009 we purchased
(with investment and audit subcommittees), nominating and governance, development, pro- carbon credits to offset one million miles of travel, equivalent to 586 tons of carbon, for $10,000.
gram and planning, and executive. At the end of 2009, there were nine female board members, About 85% of the paper we use is recycled or sustainably produced.
twelve directors were from countries outside the United States, and nine were from countries
where Synergos works. None of the Board members are compensated for their service. Workplace Policies and Practices
At the end of 2009, Synergos had 34 full-time and three part-time staff, reflecting staff reduc-
The Synergos Community tions at headquarters and in Brazil, as well as turnover during the year. The staff gender ratio was
The nature of Synergos’ work requires the engagement of a diverse set of stakeholders, including 66% female to 34% male. In December 2009, 28% of the staff was based in the field, compared
civil society organizations, philanthropists, business and government, as well as representatives of to 30% in December 2008. Since then, staffing patterns show a trend towards a higher percent-
poor and marginalized communities. We work to identify and engage all stakeholders in chang- age of field-based staff in response to program needs.
ing the systems that maintain poverty. Synergos also works to strengthen local capacity to create
social change. Synergos aims to strengthen staff competencies through targeted training, exposure to network
events, and a performance management system that involves staff in goal setting and perfor-
Fiscal Responsibility mance evaluation. Diversity continues to be a hallmark of the Synergos staff, who come from
Synergos is committed to being a fiscally responsible and transparent organization. Every year more than a dozen countries and are fluent in more than a dozen languages.
Synergos hires an independent firm to conduct a financial audit. We are also accountable to
our donors, submitting regular reports and sometimes providing more formal evaluations. Our As a global organization, Synergos uses computer technology to be globally connected to all
systems are designed to track organizational expenses and staff time so we can accurately report our offices. We also continue exploring technologies to support online collaboration among our
to donors on the use of their funds. Senior Fellows and other networks.

Synergos’ investment policy places roughly 25% of our board-restricted fund in mission-driven Our Values
investments. Synergos seeks to model our core values of social justice, collaboration, innovation, integrity and
compassion in our relationships with all of our stakeholders and in all our programs and activi-
Program Impacts ties. Our staff and Board are governed by a conflict of interest policy, and we compensate staff
Our programs have in place evaluation tools or frameworks that will help us better document on a merit-based system.
their impact. In Namibia, the African Public Health Leadership and Systems Innovation Initia-
tive, as indicated earlier in this report, has already improved maternal health services by reducing Feedback
processing and wait times for expecting mothers, made services more accessible through more Synergos welcomes your comments and suggestions about this report and ways it could be
efficient transport, and increased provision for ante-natal care in under-served communities. improved in future years. Please write to synergos@synergos.org.

In 2009, the Girls Gaining Ground project in India trained about 10,000 girls in life skills. Posi-
tive impacts were already demonstrated in 2009 among girls interviewed by graduate students
from New York University. The girls showed greater awareness of available government services

21
Donors
Synergos’ 2009 programs and operations were Stanley and Marion Bergman
supported by the following group of foundations, Donors Providing Richard A. Berman
corporations, governments and international agencies, Angelica Berrie
and individuals. $50,000 to $99,999 The David Bohnett Foundation
William Bohnett
You can join them in supporting our work by visiting Ford Foundation Amy Brakeman
www.synergos.org/donate. JPMorgan Chase James M. Brasher III
Vincent and Anne Mai Ron Bruder
Shell International Ltd. Magalen O. Bryant
Donors Providing Michael Sonnenfeldt and Katja Goldman Bsaibes Family
H.E. Butt
$100,000 or More Greg Carr
Additional Donors The MCJ Amelior Foundation and Ray Chambers
The Atlantic Philanthropies Laura Chasin
Alberto and Tere Baillères and Family Ackerman Family Dhanin and Tawee Chearavanont and Family
Carlos Bulgheroni American Express Mark Chen
Peggy Dulany Anonymous Petr Chitipakhovyan and Family
Philipp Engelhorn Muna Abusalayman Aimée Christensen
The Bill & Melinda Gates Foundation Miriam Adams Christie’s
Dorian Goldman and Marvin Israelow Wanda Engel Aduan Frederic Corneel
The William and Flora Hewlett Foundation Cities Alliance Alejandra Cortés De Milmo
Marcos de Moraes Hylton and Wendy Appelbaum Joy Craft
Lúcia R. Moreira Salles Loreen Arbus Elizabeth Strong de Cuevas
The Charles Stewart Mott Foundation Valentin von Arnim Richard Debs
Nike Foundation David and Dorothy Arnold Alan Detheridge
David Rockefeller, Sr. José Ignacio and Verónica Avalos and Family Youssef Dib
The Rockefeller Foundation Janet Averill Judy Dimon
Instituto Rukha Ronda and Mark Axelowitz Donner Canadian Foundation
Kim Samuel Johnson Emilio Azcárraga Jean and Family William H. Draper
US Agency for International Development Richard Bayles Sam Dryden and Sandy McLeod
Ian Benjamin Robert H. Dunn
Othman and Leila Benjelloun Dynamica
Edward Bergman Emirates Investment Group
22
Pamela Hawley John D. and Catherine T. MacArthur Foundation
Margaret Heller Joshua Mailman
Marlene Hess and James Zirin Darren Manelski
Linda Hill Mannheim LLC
Conrad N. Hilton Foundation Cornelio Marchán
Jerry Hirsch Strive Taputair Masiyiwa
Frank and Sorcha Holmes Chris Mathias
Heidi Honchariw Maria Matilde Bonetti
Jeffrey Horowitz & Family Sally McDaniel
Barbara L. Hunt Felipe Medina
Above: Olive Luena (center), a Synergos Senior Fellow from Tanzania, Helen Hunt Family Ferne Mele
works to support people in the informal economy by providing credit,
training, marketing, technology, and low-cost housing.
Patricia S. Huntington Mérieux Family
Institute of International Education
Emirates Sunland Group International Development Research Centre
Kurt A. Engelhorn and Family Itaú Unibanco Banco Multiplo S.A
Enshaa PSC Raza and Neena Jafar
Corinne Evens Dale E. Jenkins
Anthony Evnin Franklin and Catherine Johnson
Daniel Feffer and David Feffer Cynthia Jones
Feirstein Capital Management Patricia Kahane
James Ferrari Dr. Natalia Kanem
The Flora Family Foundation H. Peter Karoff
Mimi Frankel Kele Contracting
GAIN - Global Alliance for Improved Nutrition Peter Kellner
Nili Gilbert Shiv Khemka and Uday Khemka
Eleanor Gimon Stephen Killelea
Give to Colombia John and Pat Klingenstein
The Goldman Sachs Group, Inc. Daniel Kropf
Donald Gordon Foundation Frieder Krups
Grassroots Business Fund Muslim Lakhani Family
Eileen and Paul Growald Deborah and Rocco Landesman
Mimi and Peter Haas Fund John P. Lennon
Nadine Hack Bobye List
Roland Harris Laura Lopez
Sarah Hashwani Oscar Lopez Above: Welcome figures in a community that participates in the
Aboriginal Leadership Initiative in Canada.
23
Peter Miscovich Tsugiko and William Scullion Sarah Timpson
Cynthia and George Mitchell Family Maria Alice Setubal Theo Tobé
Deborah A. Moore Adele Simmons Turney Tse
Mario Morino Pedro Sirotsky UN Secretary-General´s Special Envoy for Malaria
Patrice and Precious Motsepe Charles Slaughter Stephen M. Unfried
Kenneth F. Mountcastle Alan B. Slifka Foundation United Nations Foundation
Enrique Muñoz James Sligar Diderico van Eyl
Elizabeth Munson Gordon V. Smith Richard A. Voell
Mvelaphanda Holdings John Spencer Miriam and Ira D. Wallach Foundation
George and Abby O’Neill Theodore and Vada Stanley and Family Hermine Warren
Open Society Foundation for South Africa David Stewart Curtis M. Webster
Open Society Institute Christopher Stone Western Union
Ayşen and Hüsnü Özyeğin Jon Stryker The Whitehead Foundation
Sergio Palleroni Michael von Stumm Malcolm Hewitt Wiener Foundation
Ann Partlow Washington Sycip Winsor Family
PepsiCo Lynn Thoman Wolfensohn Family Foundation
Peter G. Peterson and Joan Ganz Cooney Laura Thorn Richard Woo
Martin Ping Robert C. Timpson and and Peregrine Whittlesey
Fern Portnoy
Alejandro Ramírez Magaña
Marie Rautenberg
Michael Rennie
Rockefeller Brothers Fund, Inc.
David Rockefeller, Jr.
Carlos Rodríguez-Pastor Persivale
Shelley and Donald Rubin Right: An early outcome of our
The Shelley and Donald Rubin Foundation African Public Health Leadership
Instituto Rukha initiative in Namibia is reduction
of ambulance response times in
Cynthia Ryan Windhoek by about 75%.
Michael Sacks
Scandia Foundation Photos in this report are thanks
S. Bruce Schearer to Christine A. Butler, Dominic
Chavez, Fanie Jason, William
Linda Schejola and Family Vázquez, and Synergos part-
Daniel Schwartz ners, interns and staff.

24
Board of Directors
January 1, 2009-December 31, 2009 Philipp Engelhorn Adele S. Simmons
Founder and Director, Cinereach President, Global Philanthropy Partnership
Wanda Engel Aduan (from 6/2009) (to 5/2010)
Executive Superintendent, Instituto Unibanco
(to 5/2010) Nili Gilbert James Sligar
Invesco Partner, Milbank, Tweed, Hadley & McCloy
Sabina Alkire (to 5/2010)
Executive Director, Oxford Poverty & Human Dorian S. Goldman
Development Initiative President and Trustee, Joyce and Irving Goldman Corazon Juliano-Soliman
(to 5/2010) Foundation Founding Trustee, INCITEGov,
(from 6/2009)
Hylton Appelbaum Roland S. Harris III
President, Liberty Life Foundation Vice President, GBS Americas Region, Strategy and Michael W. Sonnenfeldt
Market Development, IBM Managing Member, MUUS & Company, LLC
Edward Bergman (to 5/2010) (to 5/2010)
Co-Founder and Executive Director, Miracle
Corners of the World Raza Jafar Rajesh Tandon
Emirates Investment Group Chief Executive, Society for Participatory
William Bohnett (from 1/2010) Research in Asia
Partner, Fulbright & Jaworski LLP
Uday Khemka Monica Winsor
Alan Detheridge Vice Chairman, SUN Group of Companies Founding Partner, Inspired Philanthropy Group
Associate Director, The Partnering Initiative
Marcos de Moraes
Youssef Dib Chairman, Sagatiba S/A
CEO, Private Banking, Crédit Agricole
Kim Samuel Johnson
Peggy Dulany Director, The Samuel Group of Companies
Founder and Chair, The Synergos Institute (to 5/2010)

Robert H. Dunn Tokyo Sexwale


President and CEO, The Synergos Institute Executive Chairman, Mvelaphanda Holdings

25
Staff & Offices
Staff as of June 1, 2010 Marilyn Shivangulula Global Headquarters Southern Africa
Pratima Singh Robert H. Dunn Barry Smith
Karin Sonja Batista Dileepan Siva President and CEO Regional Director, Southern Africa
Sarina Beges Abigail Smith 51 Madison Avenue, 21st Floor PO Box 8047
Virginia Briones Barry Smith New York, NY 10010 Roggebaai 8012
Yvonette Broomes Shannon St. John USA South Africa
Beth H. Cohen Ilona Szabó de Carvalho Tel: +1 212-447-8111 Tel: +27 (0)21 421-9788
Justin Dake John Tomlinson Fax: +1 212-447-8119 Fax: +27 (0)21 425 0413
Jessica Dolan Adéle Wildschut synergos@synergos.org bsmith@synergos.org.za
Daniel Domagala Désirée Younge
Robert H. Dunn Middle East and North Africa Len le Roux
Steve Ferrier Thanks also to former staff who George Khalaf Director, Partnerships, Southern Africa
Hilda Gertze served at Synergos in 2009: Director, Middle East and 152 Robert Mugabe Avenue
Anna M. Ginn Daniel Becker North Africa Region Windhoek
Lulekwa Gqiba Janet Becker 51 Madison Avenue, 21st Floor Namibia
John Heller Manisha Bhinge New York, NY 10010 Tel: +264 61 386950
Anna Jantjies Alissa Desmarais USA Fax: +264 61 221492
Husam Jubran Alex Dolan Tel: +1 646-963-2151 lleroux@synergos.org
George Khalaf Kathleen Freis Fax: +1 212-447-8119
Nelago Kondombolo Joanna Hoffman gkhalaf@synergos.org Help Synergos fight poverty by giving
Len le Roux Cristina Parnetti online at www.synergos.org/donate.
Chong-Lim Lee Imran Riffat
Laura Lopez Hisham El Rouby
Méan Mak
Leslie Meek-Wohl
Humberto Saddler
Azeen Salimi Synergos
Ferne Mele Rowena Sison www.synergos.org
Kasee Mhoney Ruth Yaeger
Ken Nero
Katherine Potaski
Surita Sandosham
Martha Shikwambi

26

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