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Meet Our Experts

The staff of The Trust help donors make the most of their charitable giving; organize foundations around important issues; and help nonprofits make life better for New Yorkers. They are regularly tapped to shed light on complex problems and their potential solutions.

To set up an interview or speaking engagement, please contact Dave Marcus, director of communications and marketing at or (212) 686-0010 x224.

Staff Directory & Biographies

Phone: (212) 686-0010 | Fax: (212) 532-8528

Office of the President


Lorie A. Slutsky, President 257
   Barbara Wybraniec, Assistant to the President 229

Office of Communications


David Marcus, Director of Communications and Marketing
Amy Wolf, Communications Officer 234

Donor Relations & General Counsel


Robert V. Edgar, Vice President of Donor Relations 373
Gay Young, Vice President of Donor Services
Jane L. Wilton, General Counsel 379
Maggie Murphy, Grants Manager 353
Anne M. Nally, Grants Administrator 301
Mariah D. Springs, Administrative Assistant

Finance & Investment


Alan Holzer, Chief Financial Officer 424
Mary Z. Greenebaum, Chief Investment Officer 464
Eileen P. Casey, Director of Investment Reporting 430
Carolyn M. Weiss, CPA, Controller 444
Jannette Andaluz, Financial Assistant 429
Yahaira Ortiz, Senior Accountant 463
Lora Rhames-Davis, Accountant 476
Raymond P. Salibur, Investment Administrator 455
Wen Weng, Manager, Financial Reporting & Budgeting 499
Anna Silvera, Senior Accountant 469



Mercedes M. Leon, Vice President of Administration
Ayanna Russell, Director of Office Operations
Joan Reedy, Benefits Administrator 256
Tilackdharry Shievkumar, Office Assistant 667
Tonia Brewer, Records Administrator 636
Toya Smallwood, Receptionist

Grants and Special Projects


Patricia Jenny, Vice President for Grants
Liza Lagunoff, Director of Grants Budgeting
Barbara Taveras, Special Projects Officer
Sheila Dinkins, Grants Administrator 554
Janet Morgan, Administrative Assistant 539
Phoebe Scarborough, Administrative Assistant 525
Children, Youth & Families
Roderick V. Jenkins, Senior Program Officer 527
Natasha Lifton, Senior Program Officer
Community Development & the Environment
Patricia Swann, Senior Program Officer 530
Arturo Garcia-Costas, Program Officer 575
Education, Arts & Human Justice

Kerry McCarthy, Senior Program Officer 520
Shawn Morehead, Senior Program Officer
Health & People with Special Needs
Irfan Hasan, Senior Program Officer 573
Rachel Pardoe, Program Officer


Suburban Divisions

Long Island Community Foundation
T: (631) 991-8800 | F: (631) 991-8801

David Okorn, Executive Director

Visit for complete staff list.
Westchester Community Foundation
T: (914) 948-5166 | F: (914) 948-5197

Catherine Marsh, Executive Director
Visit for complete staff list.




Lorie Slutsky, President

Lorie has been the president of The Trust since 1990. She began her career at The Trust in 1977 as a grantmaker with responsibility for education, housing, government and urban affairs, and neighborhood revitalization. She was named executive vice president in 1987, when she assumed responsibility for strategic planning, personnel and budget management, and oversight of all departments.

Lorie received her B.A. from Colgate University, where she served for nine years as a trustee and chairman of the budget committee, and her M.A. from The New School, where she also was as a trustee. She sits on the Chief Judge’s Task Force To Expand Access to Civil Legal Services in New York State and chairs its RFP Work Group. She is a member of the board of Independent Sector and co-chairs its Panel on the Nonprofit Sector.

Lorie is a former board chairman of the Council on Foundations and BoardSource, and vice chairman of The Foundation Center. She also is a director of two for-profit companies: Alliance Bernstein Capital Management and AXA Financial.

In the Media

Video: Free to be controversial: How Lorie Slutsky and The New York Community Trust tackle unpopular issues

Lorie Slutsky quoted in Times piece: "Charitable Giving Not Earmarked for Poor" 9/8/12

Lorie Slutsky answers readers questions on community philanthropy for The New York Times. 11/16/09

Areas of Expertise:

  • Philanthropy
  • The nonprofit sector
  • Governance

Jane Wilton, General Counsel

Jane has been The Trust’s General Counsel for more than two decades. As such, she is responsible for a broad range of legal issues relating to charitable contributions, donor-advised funds, board governance issues, unrelated business income tax, foreign grantmaking, commercial co-ventures, lobbying, and fiduciary duties of trusts and charitable corporations. In addition, she works with prospective donors and their professional advisors in connection with gifts and bequests. She also served as counsel to the September 11th Fund and was a member of the Legal Framework Work Group of the Panel on the Nonprofit Sector.

Prior to joining The Trust, she was in private tax practice at a New York City law firm. Jane lectures on various subjects involving charities and planned giving. She received a B.A. from Michigan State University, a J.D. from the University of Michigan School of Law, and an LL.M in taxation from New York University Law School.

Areas of Expertise:

  • Estate planning
  • Charitable taxation and nonprofit law
  • Donor-advised funds

Alan Holzer, Chief Financial Officer

Before joining The Trust in 2008, Alan was controller of Partnership Accounting at the law firm Dewey Ballantine LLP. He also served as corporate controller of the New York Stock Exchange for 16 years. A native New Yorker, he holds a B.A. from Queens College, an M.B.A. from the University of Chicago, and is a certified public accountant.

Areas of Expertise:

  • Accounting
  • Nonprofit fiscal management

Mary Greenebaum, Chief Investment Officer

Mary works with The Trust's Investment Committee to implement strategies for the approximately $1 billion held in The Trust's nonprofit corporate affiliate, Community Funds, and monitors an equivalent amount of assets held in trust at 11 New York City banks. Before joining The Trust in 2001, she spent 12 years as investment manager for the family that owns Continental Grain Company. Prior to that she worked as an investment analyst at C.J. Lawrence Management and Brown Brothers Harriman and wrote about investments for Fortune for several years. Mary holds a B.A. from Harvard College and an M.B.A. from Columbia University.

Area of Expertise:

  • Institutional and charitable investing

Carolyn M. Weiss, CPA, Controller

Carolyn Weiss is responsible for management of the day-to-day financial operations of The Trust. Before joining The Trust in 2014, Carolyn served as a chief financial and investment officer for several foundations, including the Helmsley Charitable Trust—leading teams responsible for investments, accounting, taxation, and technology.

Earlier in her career, Carolyn was a vice president at Deutsche Bank and senior manager at KPMG, and worked in New York City and Germany for both firms. She served as an adjunct professor of accounting at Kean University in New Jersey and in China. Carolyn holds a B.A. from Penn State and an M.B.A. from Baruch College. She serves as co-chair of Aljira, a Center for Contemporary Art in Newark, New Jersey. She also is a member of New York Society of CPA’s Family Office and Nonprofit committees and 100 Women in Hedge Funds. She is a former audit committee member of the Council on Foundations and finance committee member of Philanthropy New York. Carolyn is a frequent speaker at investment conferences around the world.


Eileen Casey, Director of Investment Reporting

As a senior member of the investment team, Eileen supports the Investment Committee in monitoring The Trust’s large roster of money managers and trustee banks. Before joining The Trust, Eileen spent 12 years at AXA Equitable as Chief of Staff for the chief investment officer and senior project manager for the investment department, with responsibility for monitoring over $50 billion in investments. Prior to that, Eileen worked as a paralegal in several law firms handling Trust & Estates, Corporate and Real Estate matters.

Bob Edgar, Vice President of Donor Relations

With The Trust for three decades, Bob is the principal contact for donors, helping them to identify and achieve their charitable objectives. He is also involved in The Trust's new business initiatives.

Bob currently is a board member of the Memton Fund and the Clinton Hall Association, the vice-chairman of Kingsborough Community College Foundation, a trustee of the Board of Foreign Parishes, an Episcopal foundation that supports several churches in Europe, and is on the advisory council of the Singapore Community Foundation. Bob was also a founding trustee of the Berkshire-Taconic Community Foundation. Prior to The Trust, he was the director of development for an international eye-care nonprofit, and before that, was a development officer for a performing arts center.

Areas of Expertise:

  • Family philanthropy
  • Donor-advised funds
  • Nonprofit board responsibilities
  • Community foundations


Gay Young, Vice President of Donor Services

Gay helps donors identify and achieve their charitable objectives, authorizes donor-advised grants, reviews potential grantee organizations, and organizes events to inform and cultivate donors and advisors. She currently serves on the Community Foundations National Standards Board, and the board of Philanthropy New York and the Mt. Sinai Adolescent Health Center.

She has a B.A. from Wellesley College and a J.D. from New York University School of Law. Prior to joining The Trust, she worked as a literary agent for six years and before that as corporate counsel at various financial services companies, including Merrill Lynch.

Areas of Expertise:

  • Nonprofit governance
  • Community foundations
  • Donor-advised funds

Pat Jenny, Vice President for Grants

Pat oversees a $40 million annual program supporting the City’s nonprofits across 20 different issue areas. She previously managed The Trust’s national environment program supporting efforts to address climate change, environmental health, and habitat protection. She developed two funding collaboratives, New York City Workforce Funders, which is a partner with the City on innovative employment projects, and the One Region Fund, a tri-state metropolitan area funders group, which focuses on sustainable communities and transportation issues in the region.

She also serves on the boards of the Environmental Grantmakers Association and Health and Environmental Funders Network and formerly—Cause Effective, the Funders' Network for Smart Growth, Livable Communities and Montclair Economic Development Corporation in New Jersey.

She holds a Masters in Regional Planning from the University of North Carolina, Chapel Hill, and has a B.A. from Brown University.

Areas of Expertise:

  • Climate change
  • Habitat protection
  • Brownfield remediation
  • Chemicals policy and environmental health
  • Transportation
  • Land-use issues
  • Workforce development


David L. Marcus, Director of Communications and Marketing

Dave has been a journalist, a teacher and a public relations consultant. He covered "wars, coups and earthquakes" in more than 40 countries as a foreign correspondent and roving reporter for The Boston Globe, The Dallas Morning News, Miami Herald, Newsday and U.S. News & World Report. 

After living in Mexico City, Rio de Janeiro and Bogotá, Colombia, Dave shared the Pulitzer Prize for International Reporting, for a series about violence against women. Dave is the author of a book about a school for struggling teens as well as a book about a guidance counselor who helps students find the right college. Dave holds a B.A. from Brown University and was a Nieman Fellow at Harvard University. During a sabbatical from journalism, he taught at Deerfield Academy, Dartmouth’s Tuck School of Business, and Ithaca College. Most recently, he directed media and public relations for New York Institute of Technology.

Areas of Expertise:

  • Media
  • Public relations
  • College admissions
  • Latin america

Pat Swann, Senior Program Officer, Community Development and the Environment

Patricia Swann's grantmaking responsibilities cover the areas of Community Development, Civic Affairs, and Technical Assistance. She also serves as an advisory board member of Brooklyn Workforce Innovations and the New York City office of the Local Initiatives Support Corporation.

She is a former board member of North Star Fund, a foundation providing grants to grassroots community organizing groups, and Central Brooklyn Partnership, a financial empowerment and economic development organization.  

Prior to The Trust, Pat directed economic development programs in Brooklyn and Manhattan, and worked for the Office of then-Manhattan Borough President David Dinkins. She is a graduate of the University of Pennsylvania and Pratt Institute’s Graduate School of Architecture and Planning. She is also a recipient of a Revson fellowship at Columbia University.

Areas of Expertise:

  • Community development
  • Micro-enterprise
  • Affordable housing
  • Civic affairs
  • Nonprofit resources

Arturo Garcia-Costas, Program Officer, NYC and National Environment

Arturo manages our national and New York City environmental grantmaking program. He came to the Trust from the New York State Department of Environmental Conservation, where he oversaw the environmental justice grant program and chaired the State’s Sea Level Rise Task Force Community Resilience Work Group. 

Before that, Arturo ran a global funding initiative at the United Nations Development Program focused on climate change, biodiversity conservation, and land degradation. He has also worked in the Manhattan office of Congressman Jerrold Nadler and with the U.S. Environmental Protection Agency and the Natural Resources Defense Council in Washington D.C. 

Arturo has an undergraduate degree from the City University of New York in International Affairs and Theater, and a J.D. from Stanford Law School, where he focused on international and environmental law. 

Areas of Expertise:

  • Climate change
  • Sustainable energy
  • Environmental justice
  • Biodiversity conservation
  • Global environmental governance
  • Green infrastructure
  • Brownfields


Roderick Jenkins, Senior Program Officer, Children, Youth & Families

Roderick manages grantmaking in the areas of Youth Development and Workforce Development. Roderick is chair of the New York City Youth Funders Network, a board member of Advocates for Children, and represents The Trust on numerous citywide committees.

He has an Masters of Social Work from the Hunter College School of Social Work, and he has program development and management experience in both the nonprofit and private sectors.

Areas of Expertise:

  • Youth development
  • Workforce development
  • Alternatives to incarceration

Kerry McCarthy, Senior Program Officer, Arts and Historic Preservation

Before joining The Trust in 2009, Kerry ran a consulting company serving City nonprofit arts organizations. She has more than twenty years experience in museum and performing arts administration with organizations as varied as the Queens Museum of Art and Jim Henson Productions. She has curated exhibitions for the New York Public Library for the Performing Arts at Lincoln Center and Atlanta’s Center for Puppetry Arts.

Kerry holds an M.A. in Folk Art Studies from New York University and B.A. from Sewanee: The University of the South. She is a graduate of Coro's Leadership New York Program, former co-chair of the City’s Dance Funders Group and of New York Grantmakers in the Arts. Currently, she is a board member of Grantmakers in the Arts, and a member of the City Department of Education's arts education committee.

Areas of Expertise:

  • Arts management
  • NYC arts infrastructure
  • Historic preservation

Irfan Hasan, Senior Program Officer, Health and People with Special Needs

Irfan covers The Trust's grantmaking in the areas of health policy and services; mental health, substance abuse, and intellectual disabilities; and biomedical research. He also manages the animal welfare grantmaking portfolio. Following September 11, 2001, Irfan was also instrumental in emergency mental health response grantmaking through The Trust's September 11th Fund. Before joining The Trust in 2000, Irfan spent eight years at Greater Boston Rehabilitation Services, developing and overseeing programs to help people with disabilities, chronic health problems, and other barriers to employment return to work.

He is a Mayoral appointee to the NYC Department of Health and Mental Hygiene's Community Service Board and a member of Grantmakers in Health’s Behavioral Health Funders Network and Philanthropy New York’s Health Policy Working Group. He is a former member of the Board of Directors of the Disability Funders Network, serving as chairman from 2007 to 2011; a former co-chair of the United States Student Selection Committee for the United World Colleges; and served as a member of the planning committee and a session presenter at Council on Foundations, Grantmakers in Health, and National Council for Behavioral Health conferences.

Irfan earned a B.A. in sociology from Northeastern University and holds a Masters in Public Administration from the Wagner Graduate School of Public Service at New York University.

Areas of Expertise:

  • Biomedical research
  • Health services
  • Health policy
  • Mental health
  • Intellectual disability
  • Substance abuse
  • Animal welfare


Shawn Morehead, Senior Program Officer, Education and Human Justice

Shawn manages the Education and Human Justice grantmaking programs. Prior to coming to the Trust, Shawn collaborated on recommendations to the Chancellor of the New York City Department of Education to improve services for students with disabilities and prior to that was the Litigation Director at Advocates for Children of New York, where she managed a docket of systemic reform cases concerning education and civil rights on behalf of New York City public school students. Shawn received her J.D. from Stanford Law School and clerked for the Honorable Michael B. Mukasey, then Chief Judge of the Southern District of New York. Before law school, she taught middle school special education in Shreveport, Louisiana.

Areas of Expertise:

  • Education
  • Legal services
  • Immigration

Barbara Taveras, Special Projects Officer

Barbara Taveras is a special projects officer with The New York Community Trust. She coordinates grantmaking from the Brooke Astor Fund for New York City Education and administers other Trust initiatives. Previously, Barbara was director of community engagement and college readiness at New Visions for Public Schools. From 1993 to 2004 she served as president of the Edward W. Hazen Foundation, which supports the education and development of young people. Before that, she was an education policy analyst for the Mayor’s Office.  

In 2003, Barbara was co-recipient of the Council on Foundation’s Scrivner Award for Creative Grantmaking for her role in designing the Funders Collaborative for Strong Latino Communities, an effort of Hispanics in Philanthropy. Barbara is a former Revson Fellow at Columbia University, and a former Kellogg Fellow in the Leadership in Philanthropy in the Americas Program.  Barbara holds a B.A. from Pace University and an M.A. in Latin American Studies from Georgetown University.

Areas of Expertise:

  • School reform
  • Youth development

Rachel D. Pardoe, Program Officer for Health and People with Special Needs

Rachel covers The Trust’s grantmaking in the areas of health, children and youth with disabilities, people with visual disabilities, AIDS, and elder services. She came to The Trust from MDRC, a social policy evaluation firm, where she oversaw research projects to improve services for people with disabilities and chronic medical conditions. She previously worked at an outpatient mental health treatment facility, and an employment program for people with intellectual disabilities, and as a family case worker.  

She is a former board member of the Young Nonprofit Professionals Network, an organization that supports the next generation of nonprofit leaders in New York City. Rachel has a B.A. from New York University in psychology and an M.P.A. from the NYU Wagner School of Public Service where she focused on health policy and management.

Areas of Expertise:

  • Elderly
  • Children & youth with disabilities
  • Blindness & visual disabilities
  • People with AIDS

Natasha Lifton, Senior Program Officer for Children, Youth, and Families

Lifton manages grants that address girls and young women, hunger and homelessness, and social services and welfare.

She has served as the director of the Office of Public Private Partnerships at the NYC Housing Authority; Senior Vice President for External Affairs at Seedco; director of Child Care Initiatives at United Way of New York City; and director of the Satellite Child Care Program at Consortium for Worker Education. Most recently, Lifton served as the consultant to the Child Care and Early Education Fund, a funders’ collaborative. She has master’s degrees from New York University and Hunter College and is a graduate of Notre Dame.

Areas of Expertise:

  • Girls and young women
  • Social services
  • Hunger and homelessness

Liza Lagunoff, Director of Grants Management and Budgeting

Liza Lagunoff works with the program team to manage The Trust’s competitive grantmaking program, which awards about $40 million in grants annually from more than 250 funds. She also helps develop the competitive grants budget. She has held this position since 2003, and she’s been with The Trust since 1990, she also monitors grants from funds with designated beneficiaries and manages our scholarship awards. She is a member of the Grant Managers Network, participates in the Scholarships Exchange of the Council on Foundations, and serves on the Executive Board of the Bronx High School of Science Parents’ Association. Liza has a B.A. from Bard College. 

Areas of Expertise:

  • Grants budgeting
  • Scholarships

Amy Wolf, Communications Officer

Amy Wolf works with the communications team to write, photograph, and design print and multimedia materials for The Trust. she manages The Trust’s website, e-communications, and social media presence, while also contributing to marketing and public relations. She serves on the Communications Advisory Committee of Philanthropy New York. She has a B.A. from Oberlin College and an M.A. in Media Studies from The New School. Previously, she worked as a designer for Public Interest GRFX, in strategic communications with Thaler Pekar & Partners, and as a journalist, and as a video producer for nonprofits.

Areas of Expertise:

  • Nonprofit communications
  • Public relations
  • Marketing

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The New York Community Trust is a 501(c)3 public charity.