FY2014 Annual Report - Community Foundation of Western

Transcription

A P R I L 1 , 2 01 3 T O M A R C H 31 , 2 01 4
STRENGTH IN NUMBERS
ANNUAL REPORT
CONTENTS
Letter from President and Chair................. 1
Legacy Society.......................................... 2
Annual Fund..............................................4
Contributors Data......................................5
Grantmaking Funds ...................................6
Grants Data............................................... 7
Donor Advised Funds.................................8
Agency Funds............................................ 9
Scholarship Funds...................................10
Scholarship Data..................................... 11
Valley Gives............................................. 12
Valley Gives Data..................................... 13
Mission
The Community Foundation of Western Massachusetts seeks
to enrich the quality of life of the people of our region by:
• Encouraging philanthropy
• Developing a permanent, flexible endowment
• Assessing and responding to emerging and changing needs
• Serving as a resource, catalyst, and coordinator for
charitable activities
• Promoting efficiency in the management of charitable funds
Contributors............................................ 14
New Funds.............................................. 26
Reading Success..................................... 27
Business Leaders in Philanthropy.............28
Grants..................................................... 29
Financials................................................ 36
Committees, Volunteers, and Staff...........38
Trustees..................................................40
Start a Fund...................... inside back cover
1500 Main Street
P.O. Box 15769
Springfield, MA 01115
TEL
413.732.2858
FAX
413.733.8565
communityfoundation.org
FRONT COVER PHOTO CREDITS
Valley Gives: The Republican • Young@Heart: Lucienne van der Mijle • Eric Fisher marathon: provided by Eric Fisher
United Way reading program: Dani Fine Photography • Rest of photos: Paul Schnaittacher • Map of Massachusetts: iStock by Getty Images
Photo by Paul Schnaittacher
Dear Friends,
When our community raised $2 million in 24 hours last December with Valley Gives, we were amazed
and delighted–both for the hundreds of nonprofits that benefited and for the region as a whole. There is
such strength and power in those numbers. When people come together with a common purpose, astonishing
things can be achieved. We saw that when 1,223 people, businesses, and organizations made contributions to
the Foundation last year. Their collective generosity resulted in $8.3 million in new charitable assets. We saw
the power of numbers when our 150 active volunteers came together in various committees and work groups
to help us read hundreds and hundreds of scholarship and grant applications, analyze our financials, invest our
assets, raise new funds, and determine our annual grants.
We are thrilled to share highlights from the past year in the pages of this book. Your Community Foundation
was privileged to give out $8.2 million in grants, scholarships, and loans in addition to helping raise
$2 million through Valley Gives. Eighteen new funds were established this year. The Foundation’s assets grew
to $114,293,627–thanks to both the contributions of generous donors, and solid investment performance.
Yet our strength as a region comes not just from sheer numbers. Our strength comes from the diversity of
people, ideas, and perspectives that work together in countless ways to enrich the quality of life in the Pioneer
Valley. Our strength comes from a spirit of collaboration and a shared vision of a stronger future. Our strength
comes from a deep devotion to this place. You will see some of that in the stories told in this report.
With so many local donors, committed volunteers, tireless nonprofits, deserving students, and incredibly skilled
and talented staff and Trustees, we anticipate bigger and better things to come. Some exciting work is currently
underway in an effort to deepen the impact of our funding, and you will hear more about those plans at our
Annual Meeting on October 28 and in the months that follow. But first we must pause, look back at all we have
accomplished, and express our deep gratitude for your contribution to our work strengthening the Pioneer Valley.
Sincerely,
Katie Allan Zobel
President and CEO
Sanford A. Belden
Trustee Chair
ST R E N GT H I N N U M B E R S
1
LEGACY SOCIET Y
A Legacy of Opportunity
Susan and Mort Lynn are generously providing oppor-
Springfield Public Schools and sees firsthand how few
tunities for gifted children who have limited resources
opportunities there are for low-income kids during the
so that they might realize their fullest potential. They
summer. Mort has participated in grant and scholar-
started the Geoffrey Lynn Memorial Fund, a donor
ship reviews for the Community Foundation, giving
advised fund at the Foundation, in honor and memory
him greater awareness of both the needs in the com-
of the son they lost in 1979. Their son benefited
munity, and the work being done to meet those needs.
greatly from mentoring he had received in school,
and the Lynns want to be able to help students like
him, who are gifted but need the right support.
They made the decision to leave the Foundation in
their estate plans so that the good work that the fund
currently supports can continue in perpetuity. Thanks
The Lynns use their fund to provide meaningful
to their decision to join the Foundation’s Legacy
academic summer opportunities to local students
Society, many more gifted students will have similar
who could not otherwise afford them. This summer
opportunities for generations to come.
a young woman from Springfield will be able to
attend the Summer Science and Engineering Program
at Smith College for four weeks.
Mort and Susan are both active in the community,
“Our hope is that those kids who have potential but
don’t have the resources are given the opportunities
that will help them reach that potential,” said Mort.
“To me, that is very gratifying to see.”
volunteering their time. Susan volunteers at the
Susan and Mort Lynn at home in Longmeadow.
2
C O M M U N I T Y F O U N DAT I O N O F W EST E R N M AS SAC H U S E T TS
LEGACY SOCIET Y
Legacy Society
Donors may become members of the Legacy
Frederick Griffiths
Society with any of the following arrangements:
Lester and Roberta Halpern
• Bequest provision in a will
Teresa A. Harris
• Charitable remainder trust
Wil Hastings
• Charitable lead trust
Jean vonL. Hayes
• Charitable gift annuity
Amy Jamrog and Kim Cook
• Designation as beneficiary of qualified
retirement plan assets
Bruce Kurtz
Charles M. Johnson
• Gift of life insurance policy
Edward and Catherine Lamoureux
Please let us know if you have made similar
Susan Lowenstein
arrangements so that we may recognize everyone
Susan and Morton Lynn
who supports the long-term mission of the
Mary-Lou Mehrtens
Community Foundation. Call us at 413.732.2858
Richard Milstein
for more information.
LEGACY SOCIETY DONORS
S. Prestley and Helen Blake
Mary Lord Brown
Marcia E. Burick
Priscilla Carter
Annie Cheatham and Ann Gibson
Edward M. Clark
Shera Cohen
Jill Ker Conway
Kenneth Cote and Elaine Alonso Cote
Carol E. Craig
William A. Darity
Deborah A. Driscoll
Kent and Scottie Faerber
Jack and Deb Ferriter
Maurice and Peg Ferriter
Karen Fisk and Maurice Proulx
Edward Fleming, III and Jane Fleming
Ian Fraser
Norma Friedman
Edward and Shirley Livi
Steven and Moira Mitus
Susan Monks
Dr. Robyn A. Newhouse
Louis F. Oldershaw
Karen Parker
Priscilla L. Pike
Cecile Ploran
John F. Ptaszek, Jr.
Eleanor Rothman
Terry and Frances Ryan
Donald and Patricia Savage
Barbara Shaffer
Robert C. Smith
Jane Sommer
Gladys B. Sullivan
Robin C. and Audrey A. Taylor
Frances A. Townsend
Richard and Sandra Wallis
Robert and Eileen Zewski
Katie Allan Zobel
Anonymous (26)
Paula and John Gallup
Theodore and Norma Gewanter
3
ANNUAL FUND
Inspired and Involved
John Thorpe in downtown Northampton.
John Thorpe is a lifelong resident of the Pioneer Valley
quick to talk about the assets of the community:
who believes strongly that everyone has a responsibil-
the arts, the environment, a diverse culture, he does
ity to contribute to making the community better.
not value any one cause or issue as more worthy,
He has done so through his engagement with the
emphasizing that there is important work happening
Community Foundation. He volunteers as a member
on a lot of fronts. The Annual Fund supports every-
of the Distribution Committee, has served as a project
thing the Foundation supports.
reviewer, and contributes to the Annual Fund.
tunity to get to know the people and nonprofits in
community service,” said John. “I would like to see a
the region that, like him, are working toward a better
lot more people get involved in the community and I
Pioneer Valley.
see the Foundation as an important facilitator of that.
Like a good TED Talk, the Foundation is inspiring
people to get motivated, to get involved.”
John chooses to invest in the Annual Fund because he
doesn’t take for granted that everyone has a role to
play in making our community better. And while he is
4
John’s experience as a volunteer has been an oppor-
“I firmly believe that everyone should do some form of
“I like being able to interact with the people and
organizations that are investing in the community,”
said John. “They want their community and the
people in it to be better and they are doing their part.”
John Thorpe is clearly doing his part, too.
C O N T R I B U TO R S D ATA
TOTAL AMOUNT DONATED, BY COUNTY
$8,359,396
FRANKLIN........................................... $1,011,327
HAMPDEN ......................................... $4,146,844
HAMPSHIRE.........................................$1,969,188
OUTSIDE PIONEER VALLEY.................. $1,232,036
Total amount is comprised of 1,223 contributions by
people, businesses, and organizations.
NUMBER OF CONTRIBUTORS, BY COUNTY
FRANKLIN........................................................ 70
HAMPDEN ..................................................... 447
HAMPSHIRE.................................................... 455
OUTSIDE PIONEER VALLEY.............................. 251
5
GRANTMAKING FUNDS
Fostering a Love of Reading
Studies have shown that children who grow up
“The feedback we hear through our volunteers is that
with books in the home reach higher levels of
the kids are so grateful and excited to get the books
education than those who do not, and the United Way
to take home. The new books create an enthusiasm
of Franklin County is seeing to it that preschoolers
for reading that fuels their future success. Providing
in the county have books in their homes. Last year
children with a strong foundation of good early
the United Way received a $14,600 grant from
learning experiences clearly helps build a stronger
the Foundation to support their ReadLearnSucceed
community,” said Linda Stacy, President and CEO
preschool reading program, in which community
of the United Way of Franklin County.
volunteers go into preschool classrooms, read to
the children, and discuss the book. Each child then
receives a book to bring home.
The program is currently serving preschools in
Greenfield, Turners Falls, South Deerfield, and
Shelburne Falls, and demand continues to grow.
The program was able to expand in its second year
This summer, the final part of the program will be
with the help of the grant from the Foundation. From
to produce and distribute a “kindergarten readiness”
September 2013 through August 2014, 50 volunteers
calendar which they hope to make available to every
have been in 21 different classes, reading and distrib-
family in the county with children who are about to
uting books to 355 children once each month.
enter kindergarten.
Photo by Dani Fine Photography
Volunteers read to children in Turners Falls for the ReadLearnSucceed program.
6
G R A N T S D ATA
TOP 10 GRANT AWARD TOTALS
BY INTEREST AREA
ENVIRONMENTAL
QUALITY
PROTECTION
$206,748
HUMAN
SERVICES
$794,714
RELIGION,
SPIRITUAL
DEVELOPMENT
$263,035
GRANT DISTRIBUTION
BY REGION
All grants, including scholarships,
competitive, advised, and designated.
FRANKLIN........................................ 8%
HAMPDEN ..................................... 48%
HAMPSHIRE.................................... 16%
OTHER MASSACHUSETTS............... 13%
OTHER............................................ 15%
Based on location of nonprofit
headquarters.
ARTS, CULTURE,
& HUMANITIES
$691,203
PHILANTHROPY,
VOLUNTEERISM,
& GRANTMAKING
$332,460
COMMUNITY
IMPROVEMENT,
CAPACITY
BUILDING
$147,958
EMPLOYMENT,
JOB RELATED
$184,000
HEALTH GENERAL &
REHABILITATIVE
$434,781
HOUSING,
SHELTER
$153,141
EDUCATIONAL
INSTITUTIONS
$3,285,984
TOTAL GRANT
DISTRIBUTION
over $7 million
Interest areas making up 1.5% and
under of the total amount distributed:
Youth Development; Agriculture, Food, Nutrition;
Civil Rights, Social Action, Advocacy; International,
Foreign Affairs, National Security; Mental Health, Crisis
Intervention; Animal Related; Public, Society Benefit; Recreation,
Sports, Leisure, Athletics; Disease, Disorder, Medical Disciplines;
Crime, Legal Related; Public Safety, Disaster Preparedness; Historical
Preservation; Medical Research; Science and Technology Research Institutes.
7
DONOR ADVISED FUNDS
Everyone Has a Role to Play
Sam Samuels and his son, Jack, at Smith College’s Mendenhall Center for the Performing Arts, home for New Century Theater.
When Sam Samuels of Greenfield lost his mother a
feels it will enable them to take some risks and make
couple of years ago, she left a gift that he is now able
more daring choices, which he feels is important to the
to share with his children and his community. Sam was
growth of our local arts.
referred to the Community Foundation by his financial advisor, Amy Jamrog of Northwestern Mutual.
He took advantage of the Foundation’s Philanthropic
Advising services, which helped him crystalize his
philanthropic priorities and led to his decision to start
his donor advised fund.
“I like the idea of setting up the fund and taking my
time to decide where to do good in the world,” said
Sam. “My heart is in a few places: education, the environment, and the arts. The Community Foundation
team was really helpful in making some connections
for me with local environmental organizations.”
Sam is also on the board at New Century Theater and
was happy to be able to support their work because he
8
Sam has also used the fund as an opportunity to teach
his children about philanthropy. Over the holidays,
Sam offered his son Jack and daughter Miranda a
“charitable allowance” allowing them to make gifts
to the organizations of their choice from the fund.
In his giving, his son Jack was inspired by a favorite
actor Bryan Cranston’s philanthropy, and he chose to
support the National Center for Missing and Exploited Children. Sam and his family know that whether
national celebrities or local philanthropists, individuals
can inspire generosity in others. Sam is doing his part
to encourage the next generation of his own family to
give back and carry on a legacy of generosity.
AGENCY FUNDS
A Strategy for the Long-Term
The Young@Heart Chorus is reaching a new stage in
financially solvent organization with the resources to
their development as an organization. The internation-
try some new things and expand our programs.”
ally known chorus first formed both as a chorus and
a 501(c)(3) nonprofit organization back in the early
1980’s as a grassroots, Northampton-based arts
organization comprised of volunteer singers whose
average age now is over 80 years old. The chorus
attracted international fame and success through
many years of world tours and the release of the
award-winning documentary about them in 2006.
“We started with local community collaborations
which lead to overseas touring. Then the film brought
us an American audience and national touring,” said
Mark Guglielmo, Director of Operations for Young@
Heart. “Now we are focused on building a long-term,
The organization turned to the Community Foundation to start an agency fund on the recommendation of
their Board President, Marc Berman. The Foundation
manages over 100 such funds, established either by a
nonprofit or by individuals in support of a particular
nonprofit. Part of the appeal of having the fund at
the Foundation for Young@Heart was having that
connection to the Valley’s nonprofit community.
Mark says, “We would like our resources to match our
larger goals and vision for what we can accomplish.
Strengthening our fundraising and starting the fund at
the Foundation is part of the strategy to do that.”
Photo by Lucienne van der Mijle
The Young@Heart Chorus performing.
9
SCHOLARSHIP FUNDS
Finding the Right Fit
Danielle and Alex Lessard of Springfield.
Alex and Danielle Lessard are brother and sister,
born and raised in Springfield, who have both excelled
academically and have both benefited tremendously
from MassMutual Career Pathways Scholarships,
but are pursuing different paths to success.
The partnership between MassMutual and the
Foundation started more than a decade ago. The
Springfield-based, global financial services firm has
been a philanthropic leader throughout its history
“We felt really lucky that we weren’t restricted in
and is particularly invested in education for local
our choices,” said Danielle. “It was because of the
students. MassMutual relies on the Foundation’s
scholarships that we were both able to go to the
expertise in managing the scholarship application and
schools that were the best fit, but would have
selection process which enlists community volunteers
otherwise been out of our price range.”
to read applications and make award decisions for the
Danielle is starting her third year at Harvard, where
MassMutual Career Pathways Scholarship.
she is exploring both politics, and her primary pas-
The MassMutual Scholars Fund at the Foundation has
sions, film and art. Alex is starting his final year at
given out $6.8
Northeastern University, where he has been majoring
in Engineering and taking full advantage of the work
opportunities that are part of the University’s co-op
approach to learning. Between them, they have
10
received $35,000 to date in MassMutual scholarships.
million in scholarships since 2002.
Alex and Danielle are just two of the many beneficiaries of the unique partnership between MassMutual
and the Community Foundation.
S C H O L A R S H I P D ATA
The Community Foundation received scholarship requests from 2,239 applicants, and gave a
total of 1,118 awards to 726 recipients. Scholarships and loans totaled $1,995,657 in FY2014.
TOTAL ALLOCATIONS, BY COUNTY
TOTAL RECIPIENTS, BY COUNTY
BERKSHIRE.......................................................4%
BERKSHIRE.......................................................4%
FRANKLIN........................................................8%
FRANKLIN........................................................9%
HAMPDEN .....................................................69%
HAMPDEN .....................................................67%
HAMPSHIRE.................................................... 11%
HAMPSHIRE....................................................14%
OTHER..............................................................8%
OTHER..............................................................6%
SCHOLARSHIPS AWARDED TO SCHOOLS
The top five schools receiving the most in Community Foundation
scholarship funds in FY2014, and scholarships paid to three local
community colleges.
Western New
England University
American
International
College
University of
Massachusetts,
Amherst
$69,900
$219,900
College of Our
Lady of the Elms
$104,800
Springfield Technical
Community College
$36,625
$65,000
Greenfield
Community College
$11,000
Holyoke
Community College
$44,300
Westfield State
University
$108,600
11
VA L L E Y G I V ES
More People, More Fun, More Philanthropy
Year two of Valley Gives was all about growth:
Valley Gives helped strengthen our local nonprofits in
more contributors, more nonprofits, increased
bigger and better ways this year. All participating non-
capacity-building, more media coverage, more tweets
profits were trained on topics like fundraising, social
and status updates, and of course, double the total
media, and marketing, benefitting from the knowledge
dollars raised on December 12. With $2
million
of local and national experts. Sixty-two percent of
in donations to 351 participating nonprofits from
nonprofits said they created at least one new social
11,436 contributors, year two lived up to its
media account because of Valley Gives and 61%
promise of building on the successes of its first year.
said the initiative changed their use of social media
Between December 12, 2012 and December 12, 2013,
the Foundation dedicated itself to gathering feedback,
analyzing data, planning, and making improvements
or fundraising strategies. Eighty-seven percent of
nonprofits said they raised a “meaningful amount”
on Valley Gives Day.
that paid off, not only in terms of dollars and aware-
The energy and fun of the day multiplied as well. In
ness raised, but in terms of the experience for all who
every corner of the Pioneer Valley, people were out in
participated. In surveys taken during the give day,
the streets, on radio and local television, on Facebook,
92% of responding donors said their experience was
Twitter, and email raising awareness, sharing their
excellent or very good and 99% said they would
excitement about philanthropy, and connecting with
participate again.
their fellow community members. The echoes of a
stronger philanthropic community will be heard long
past the stroke of midnight on give day.
Photo by The Republican
Visitors to one of the Valley Gives Day donation tables, with staff members Sheila Toto and Dotty Theriaque.
12
VA L L E Y G I V E S D ATA
11,436 donors who love Franklin, Hampden, and Hampshire counties of
western Massachusetts came together to support 351 nonprofit organizations
in our region for the 2nd Valley Gives Day. More than 20,600 tax-deductible
gifts were made to participating nonprofits. Over $2 million in mission-critical
funds was raised in 24 hours.
NONPROFIT
funds raised by county
participation growth
FRANKLIN
YEAR ONE TO YEAR TWO
$96,660
HAMPDEN
$500,058
264
$765,252
HAMPSHIRE
OTHER*
351
$363,050
$569,679
$867,872
2012
2013
$9,740
$15,915
YEAR ONE TO YEAR TWO
2012
2013
*Nonprofits in the “Other” category may be headquartered
outside of the Valley, but are eligible for participation in Valley Gives
because they have locations and projects in this region.
gifts made by county
2012
2013
9,818
7,293
4,685
3,371
From 2012 to 2013, the number of gifts made
3,423
on Valley Gives Day more than doubled, with
a total of 20,640 gifts made on 12.12.13.
1,001
70
FRANKLIN
HAMPDEN
HAMPSHIRE
158
BEYOND
13
C O N T R I B U TO R S
Commemorative Gifts
Commemorative gifts are a unique
way to remember and honor an
individual or important milestone.
It is a privilege for the Community
Foundation to accept these thoughtful gifts and put them to work for the
people of our region. On behalf of our
generous donors, we commemorate
the following people, occasions, and
organizations.
IN MEMORY OF
Florence Alvigni
Peter and Martha Arthur
Bob Atkinson
Gus Basque
Arthur Bertrand
Melvin Borowsky, MD
Susan Botfield
Richard Breault
Gary Brodeur
John J. Brunton
Judith Carlson
Maurice “Moe” Casey
Elizabeth Chandler
John Chandler
Michael Cole
Thomas A. Collins
Thomas F. Collins
Liliana Marie Cordes
Neil G. Daboul
Brent Davis
Anthony F. DeSimone
A. David “Davey” Duggan
Alina De Raleau
Charles W. Dinn
Mark Douville
Allan Doyle
Raymond Duclos
First Sargeant Kevin Dupont
Sandra Eagleton
Maury Ferriter
Paul Fisher
Mary L. Fleury
Evelina Flordelis
14
Despina Frangas
Helen “Bunny” Fuller
Ann and George George’s Birthdays
William George
Philip Ghareeb
Bessie Giokas
Nicholas Grass
The Hamel’s
Kevin, Fran, and Mary Hamel
Helen Hamilton
Loula Hatzirousou
Charlotte Hobbs
Chester Holda
Rev. Bishop Paul Hrdlicka
Kristine Johnson
Nellie Kabb
Theodore N. Katsounakis
Thomas M. Keenan
Ozzy Klate
Madeline Knava
Susanne (Socha) Koziol
Jacqueline Lavallee
Lynn Leonard
Dr. and Mrs. Joseph C. Leary
Dr. Anthony P. Lovell
Dr. John E. McNally
Paul Mehrtens
Bill Monks
“Liz” Elizabete Moriarty’s Birthday
Richard Moriarty’s 66th Birthday
Tom Moropoulos
Donald A. Nadeau
Bobby O’Dwyer
Barbara Olender
Mrs. G.E. Olmstead
Karen Panaccione
Robert Pederzani
Nicholas Poulopoulos
Joan Fitzgerald Putnam
Phyllis Robichaud
Tony Rodolakis
Jean D. Roger
William G. Rogers
Catherine DeFiore Rose
George Roumas
Arthur Serra
David Sigelman
Jerry Simon
Presvytera Irene Sitaras
Rita McInnis Spencer
Dick Stebbins
Cynthia Stowe
David Trial
Shirley Vatousiou
Erna Vakel
Ruth and Ed Wallace
Diane Louise Whittier
David William
Jerome Wohl
IN HONOR OF
Sandy Belden’s Birthday
Juliana Bologna and Andrew Dasco
Charlie Bonatakis’ 90th Birthday
Bruce Brown
Employees of Coopers Corner
& State Street Fruit Stand
Paul Doherty
Stephano Donzel and Damien Zaharis
Kent Faerber
Misha Ford
John Gallup
Carol Hess’ Birthday
Valma Hunt
Michael Kennedy
Fr. Klostri
Mort Lynn’s Special Birthday
Ben and Jennie Markens
Arky Markham
Julia Metzidakis and
Daniel Terk’s Marriage
Ellen and Barry Nigrosh
Lorna Peterson
Eric Reeves Work
Reilly Cooney Wedding
Michael Romell
Pamela Schwartz
Phil and Marilyn Sheridan
Marie Stebbins
The Patrons of Woodstar Café
Katie Allan Zobel
Elias Zovas
Contributors
The Community Foundation is
extraordinarily grateful to the following donors for their support. Whether
a gift starts a new fund, adds to
an existing one, or supports our
operations, it all helps to improve
the quality of life in the Pioneer
Valley and beyond. Contributors
listed with an asterisk are noted
for having made a gift to the
Foundation’s Annual Fund this year.
$100,000 plus
Charles and Betty Barker
The Beveridge Family Foundation, Inc.
Robyn and John Davis
Kit and Tom Dennis
John M. Flynn Trust
Virginia Jahn
Edwin P. Lepper Irrevocable Trust
Lochridge-Watkins Charitable
Foundation, Bank of America Trustee
MassMutual Financial Group
Dr. Robyn A. Newhouse*
O’Connell Oil Associates, Inc.
Peggy and David Starr*
Ralph and Vicki Tate*
Estate of Mary Tuttle
West Springfield Public Library
Anonymous*(6)
$50,000 to $99,999
James Allen
C & E Barker Charitable Lead
Annuity Trust
Daily Hampshire Gazette
Eli Kwartler and
Barbara Benda Jenkins
Longmeadow Education Excellence
Foundation
Jeanne S. Murphy Trust
The Recorder FBO
Warm the Children, Inc.
Delores and Robert Viarengo
Marisa Labozzetta and Martin Wohl
Anonymous (4)
$10,000 to $49,999
$5,000 to $9,999
Amy Anthony
John and Elizabeth Armstrong
Babson Capital Management, LLC
Andrew Balder and Cynthia Sommer
Dr. and Mrs. Sanford A. Belden*
Berkshire Bank Foundation
Mr. and Mrs. Elbert Bowler
Brad Buchanan
The Colvest Group, LTD
The Dennis Group, LLC
Easthampton Learning Foundation
Easthampton Savings Foundation
Andre and Karin Fafard
Norma Friedman
Alfred and Sally Griggs*
Employees of Hampden Papers, Inc.
Tom and Jane Hazen
Carol Hegeman
Holyoke Merry-Go-Round, Inc.
Johnson Charitable Trust
George and Jackie Keady*
Kestrel Land Trust
Edward F. Kurtz, Jr.
Latino Scholarship Fund
The Amherst Club, Inc.
Balise Motor Sales Company
Dana R. Barrows*
Big Y Foods, Inc.
Barbara H. Braem-Jensen
and Bob Jensen*
Bob and Barbara Carroll*
Ruth Constantine
Jill Ker Conway*
Peter Cooney and Dr. Saundra Reilly
Kelli Dupont and William Nyhan
Nellie Mae Education Foundation, Inc.
Brendan Naughton
Kasia and Peter Novak
John and Lynne Parsons
George Peppard and Carolyn Gray*
Joan Enid Reeves
Robert and Virginia Russell
Samuel Samuels
Barry Schechter and Kathy Hibshman
Dietrich and Julie Schlobohm
Friends of the Tara Sheehan
Memorial Fund
TD Charitable Foundation
Mr. and Mrs. Douglas Theobald
UBS Financial Services, Inc.
Community United Way
of Pioneer Valley, Inc.
Friends of the Upward Bound Program
Mr. and Mrs. Richard E. Wallis
Eric Weber and Bobbin Young
Anonymous (5)
Eastern States Exposition
Maurice and Margaret Ferriter
Frederick T. Griffiths*
Carl Johnson
Mr. and Mrs. Paul Mancinone
Richard Milstein*
Friends of the Karen Panaccione
Memorial Scholarship
People’s United Community
Foundation
Dr. Victoria Pillard
Johanna and Thomas Plaut
Mr. and Mrs. Ronald S. Sadowsky*
Lois and Tom Schwab*
Richard and Carol Steele*
Mrs. Robert Sullivan*
Mr. and Mrs. Raymond Thorpe
Samuel and Cathy Topal
United Bank Foundation
Valley District Dental Women
West Springfield Rotary Club, Inc.
Anonymous*(6)
$1,000 to $4,999
Mr. and Mrs. John Adamiak
Edwina Simpson Allen
Rob Allen and Robin Sherman*
Andrew Associates
George Arwady*
Charles and Deborah Austin*
BlueCross BlueShield of Massachusetts
Matthew Blumenfeld and
Claudia Canale-Parola
Bonomi and Associates
15
Claude Borowsky*
William Breitbart
Bruce and Mary Thorpe Brown*
Joseph Cambi
Dr. George and Janet Cartier
Mr. and Mrs. Alan Cathro
Employees of Charter Oak Insurance
& Financial Services Company
Michael Cohen and Chia Collins
Robert S. and Mary W. Cohn*
Collins Electric Co.
Ruth Bush Contrino*
Mr. and Mrs. Peter Daboul*
Elizabeth and Charles D’Amour
Michelle and Donald D’Amour
The Darfur Foundation
Stephen A. Davis*
Kevin and Sallie Deans
Bill and Anne Dempsey
Kelly and Charlie DeRose*
Kerry Dietz*
Lori Divine-Hudson*
Dianne and Paul Doherty*
Mr. and Mrs. William Fontaine
Adele Franks and Steve Jones
Richard and Betsy Gaberman*
Paula and John Gallup*
Mauricia Geissler*
Richard and Karin George*
Gilbane Building Company
Leah Glasheen and Matt MacWilliams
Norbert Goldfield*
Dr. William H. Grass
Greenfield Cooperative Bank
Harold Grinspoon Charitable
Foundation
Timothy Hamel
Hampden Bank Charitable
Foundation*
George Hano and Diane Crowley*
HAP, Inc.
Teresa A. Harris
Health New England, Inc.*
Mr. and Mrs. Gerald Healy
Priscilla Kane Hellweg
and John Hellweg
16
John Hoops
Amy Jamrog and Kim Cook*
Mrs. Frances Gengle Keenan*
Jack and Ann Keiser
Mr. and Mrs. John Klenakis
Jeffrey Knight and Audrey Guhn
Alan and Nola Kulig*
Employees of L.E. Belcher, Inc.
Mr. Noel Leary and Dr. Carol Leary*
Claudia Levin and Daniel Gardner*
Ellen Brout Lindsey and Bill Lindsey*
Local Bucks ATM
John McNally
Joanne Medwid
David Narkewicz and Yelena Mikich*
Barry and Ellen Nigrosh
Mr. and Mrs. Gordon Oakes, Jr.
Law Office of Pamela E. Oddy, PC
Thomas O. Panaccione
Paragus Strategic IT
Peace Development Fund, Inc.
Sandon Pearson*
Diana M. and Paul E. Peelle
Barbara Pelland
Employees of Peter Pan Bus Lines, Inc.
Alan Peterfreund
Peter and Melissa Picknelly
Matthew and Barbara Pitoniak*
Shannon Reichelt, CPA*
Mr. and Mrs. Christopher Riddle
Steven Rioff
Elizabeth D. Scheibel
and Paul D. Boudreau*
Robert and Norma Sears*
Jeanne Sokoloski
Sons and Daughters of Hawley, Inc.
Mary Ann and Richard Spencer*
Lee Spice
Anne and Edward Stanek
Marie M. Stebbins
Robin and Audrey Taylor*
Virgilio Property Management, Inc.
Laura Wallace, Anne Yates,
and Ben Wallace
Women’s Partnership of Greater
Springfield Chamber of Commerce
R. Lyman Wood
Anne L. Woodhull
Peggy and Gill Woods*
Chris and Katie Allan Zobel*
Mr. and Mrs. Jeffrey Zuzolo
Anonymous*(6)
$500 to $999
Elizabeth Aries and Richard Berman
John E. Belskie
Marc Berman and Elizabeth Stone
James Bigwood
David and Patricia Bloom
Samuel and Heinki Brendler
Carl and Mary Breyer*
Jennifer and John Burritt
Laurence Butler
Mr. and Mrs. Joseph Chandler
Dr. and Mrs. Frederick Conlin, Jr.
Mr. and Mrs. C. David Crosier
Margo Culley*
Janki Evangelia Darity
Irene E. and George A. Davis
Foundation
Dr. and Mrs. William J. Dean, Jr.
Jack and Colette Dill
Mr. and Mrs. Larry DiStefano
Jan and Robin Dizard*
Linda and Bill Donoghue*
James J. Dowd & Sons
Insurance Agency, Inc.
Duffy-Sullivan Irrevocable Trust
Christopher and Tracy Dupont
Eastside Grill
Tim Eddy*
Emirzian, Mariano & Associates, P.C.
F.L. Roberts & Company, Inc.*
Mr. and Mrs. Kent W. Faerber*
Barry S. Feingold and Marci Yoss
Financial Development Agency, Inc.
Debra Fisher
Dr. and Mrs. Richard Q. Ford
The Gaudreau Group, Inc.
David Glaser, MD
Candy and Stanley Glazer*
Having the College
Experience
Analy Duong is a graduate of Springfield
Central High School and a recipient
of the Esther J. and Lewis W. Whiting
Scholarship, the Steiger Family Scholarship, and the Gertrude and William Hill
Scholarship Funds. Analy is about to
begin her second year at Smith College
where she is taking pre-med courses as
her first step toward her ultimate career
goal of becoming a medical doctor.
Analy says that while she has always
been on a college track academically,
her greatest obstacle in getting to college was financial. The scholarships
were what made it possible for her to
live on campus and have the “college
experience,” as she says.
“My first semester was everything I
had hoped for and more,” Analy said.
“My professors were incredible. They
challenged me way beyond what I am
used to and truly made me work. I have
grown both as a student and a citizen.”
Antonia Golinski-Foisy
and Philip Foisy
Daryl F. Grabowski
Lisa Greenwood
Mr. and Mrs. Allen Hart
Jane and Paul Hetzel*
Meghan Hibner
Dr. Thomas Hidalgo
Dr. and Mrs. Willie L. Hill, Jr.*
Elaine Holder
James Humphreys
Jewish Federation of
Western Massachusetts, Inc.
Kathleen Kane and Craig Knowlton*
Patrick J. Kane, Jr.
Carol and Brad Katz*
Caleb Kissling*
Daniel Kunhardt, Jr.
Dr. Jennifer Ladd
Larry Libow
Mr. and Mrs. Tilman Lukas
Mayfield Junior School
of the Holy Child Jesus
Kathleen McCartney
and William Hagen*
Brian and Bata Milosh
Sally Mitchell*
David and Cynthia Morrell
Marty Nathan and Elliot Fratkin
Paula Nelson
Bill Newman and Dale Melcher*
Northampton Education
Foundation, Inc.
The Northampton High School
Class of 1963
Dale and Lorna Peterson*
Mr. and Mrs. David E. Pinsky*
Lewis M. and Sally D. Popper*
Robert Pozzo
Mr. and Mrs. David Ratner
Nancy Reiche and Thomas Kane*
Stuart and Waltraud Rose
Gladys M. Rosenthal
Andrew and Cynthia Rothschild*
George and Jackie Sarkis
David and Sharon Scott
Mr. and Mrs. Curtis Shaird
Alfred and Mary Siano
Jeffrey and Nancy Siegel
Jessica Spector
17
Jane and William Taubman
Maria Idalí Torres
United Bank
Hampshire Community United Way
Richard Wagner and
Dr. Ruth Folchman*
Mr. and Mrs. Ernest A. Walen
Christopher M. Watroba
Mr. and Mrs. Richard Weiner
West Springfield Record
Peter Weston*
Eugene Whittier*
Wilbur H. Ward Education Trust
Carina Wohl and Mark Arsenault*
Wohl Family Dentistry, LLC
Women’s Fund of
Western Massachusetts
Mr. and Mrs. David Woods*
Anonymous*(4)
$100 to $499
Jesse M. Adams
Gwen Agna and Thomas Marantz
David M. Albert
Mr. and Mrs. Howard Albert
Peter Alminas
Susan Alston and Thomas Millette*
American Para Professional Systems
Margaret Anderson
Mr. and Mrs. David Arthur
Lucy Atkinson
William Austin and Joan Rockwell*
Arlene Avakian
James Babson
Katherine Baker and Peter Titelman
Brent and Carolyn Banulis
Lisa Baskin
Chris and Eleni Bazos
Estelle M. Bazos
Mr. and Mrs. Nicholas A. Bazos
Norman and Sandra Beals
Carla Becker
Bee-Line Corporation*
Michael Bete and
Carol Wentworth-Bete*
Peter and Elizabeth Bigwood
18
Robert and Janet Bissell*
Norman Bitsoli
Rita and Bruce Bleiman
Raymond Blumenfeld
and Audrey Hackel
Dr. John R. Bonasera
Charles Bonatakis, Sr.
Audrey and Freeman Botnick
Judith Boudreau
Francesca D. Bowman
John Bracey and Ingrid Babb Bracey
Dr. and Mrs. Gregory Braden
Timothy W. Brennan*
Mr. and Mrs. Willis E. Bridegam
Mr. and Mrs. F. Gorham Brigham, Jr.*
Sandra Brodeur
Richard Brunswick
Burati Travel, Inc.
Patricia Burden*
Marcia Burick and Edward McColgan*
Alan and Suzi Burstein*
Patricia Byrnes
Andy and Carolyn Campbell*
Tricia Canavan and Jim Gosselin*
William A. Caplin, CLU, ChFC
John and Carol Cardinal*
Christopher Carr*
Craig Carr*
Century Investment Company*
Daniel Chandler and Katheryn Parsons
Ms. Kathryn Chandler
Matthew Chandler
Vange and Jordan Chatis
Mr. and Mrs. Frederick Clark
Holly and Bob Clarke
Mr. and Mrs. William T. Cobb
Tess Coburn
Joseph and Cathy Cohen*
Lewis Cohen and Joan Berzoff
Shera Cohen*
H. “Brub” and Linda Collina*
Mr. and Mrs. Richard B. Collins
Joanne Comerford
and Ann M. Hennessey
Community Health Charities
of New England, Inc.
Mr. and Mrs. James J. Coogan
Deborah and Eric Cook
William Corwin and Jennifer Rosner*
Tom Campbell
Dr. Carol Craig*
Kim Crossman, CLU, ChFC
Frances Crowe
Kate and Justin Daly*
Dr. Demosthenes
and Mrs. Marion Dasco*
Clement Deliso, Sr.
Jeanmarie A. Deliso
Marco and Anne DePalma
Mr. and Mrs. Anthony F. DeSimone, Jr.
Mr. and Mrs. Russ Desrosier
The Dine Out Auxiliary Club
Lorie Dixon and Jeffrey Greim
Cynthia Dombek
Dowd Financial Services, LLC
Ned and Patty Doyle
DJRJ Charitable Fund*
Julie E. Dwight*
East Longmeadow
Town Hall Employees
Daniel and Janet Eckert
Mr. and Mrs. Warner Eckman
Ruth V. Elcan
Stephen and Judith Ellenburg
Ernst Financial Group
Carl Ersing*
Mr. and Ms. Shawn Evans
Diana Falvo*
Lisa A. Farnsworth
Ethel Farrington*
Mr. and Mrs. Kenneth Faulkner
Joel Feldman and Pamela Schwartz
Jack and Deb Ferriter
Susan and Gary Fentin
Eric D. Fidler and Becky Sweger
FieldEddy Insurance
Mr. and Mrs. Maurice Fieldstein
Finck & Perras Insurance Agency, Inc.*
Nick Fleisher and Peggy Fiddler
Matthew J. Ford
Charles E. Forget
Anthony Forzano
John M. Foster
Frank’s Landscape Construction, LLC
Jane Frey
Eric and Linda Fuller
Dennis and Angela Fusco
Mr. and Mrs. Peter Gagliardi
Khalilah Gambrell*
John and Susan Gardner
Gaudreau/Fountain Insurance
Agency, Inc.
John and Gail Gaustad
Caryn, Jim, Michael,
and Brendan Gavin
Samuel Gellar and Donna Lehman
Patsy and Stewart Gentsch
Donald and Luci Giguere*
Mr. and Mrs. John L. Gilfoil
Jayne F.I. Gill*
Mr. and Mrs. Trevor Gillies
Richard Glassman
Michael and Kimberly Goggins
Miriam Goheen
Nancy and Bruce Goldstein
Jessica Gonzalez*
Kathy Goos and Barry Werth
Jill A. Goulet
Barry and Diane Graham
Jeff and Lorrie Grass
Monica Green and Rich West
Arnold Greenhut, Esq.
Jean Grossholtz
Daniel and Laurel Grow*
Mr. and Mrs. John Habif
Dr. Jan Hackman*
Mike and Joan Haley
Dr. and Mrs. Scott Halista
Daphne and Stephen Hall*
Mr. and Mrs. Ray Hamilton
Mr. and Mrs. Scott P. Hampson
A.L. Han and B.I. Ward
Frank and Beatrice Hano*
Charles Hapcook and Randi Steiger*
Victoria and William Hart*
Bruce and Ruth Hawkins
Health & Benefits Consultants*
Hugh Heisler and Miriam Sadinsky
John and Marie Hennessy*
David Herships*
The Honorable Mary Clare Higgins
Norma Higham*
Richard and Jo Ann Hinckley
Herbert and Janet Hodos*
Ruth Hooke
John Hornor
Mr. and Mrs. David Howland*
Mr. and Mrs. Stephen Howlett
Mr. and Mrs. Thomas Hughey
Sara Hunt
Pamela and Jefferson Hunter
Jane Hurley
Theodore Ingis, MD*
Insurance Center of New England
Jenny Fleming-Ives and Peter Ives
J.F. Conlon and Associates, Inc.
Dorothy Jacobson
Andrea James and Eric Spangenthal
Christine Jarosz
Dr. Theresa L. Jenoure
and Michael Obannon*
Phyllis and Peter Jeswald*
John H. Joyce
Georgia, KiKi and Estelle Kafantaris
Tina, Callie, and Mike Katsounakis
Alan Katz and Pauline Bassett
Roger Kaufman
Dave and Chris Keaney
Mr. and Mrs. Rockwell Keeney, III
Thomas Kegelman
Mary Kelleher*
Arthur F. Kinney
Mr. and Mrs. Kenneth Kinsley
Mr. and Mrs. Charles Klem, Jr.*
Philip Korman and Nora Israeloff
Debra Koske*
Kate Kruckemeyer and Cathy Spath*
Stephen and Suzanne Kulik
Mr. and Mrs. James Kurose
Andrew Larkin
Leslie and Bruce Laurie
Patrick Lavelle*
Mr. and Mrs. David Lavigne
Mr. and Mrs. Joseph J. Lawler
Kristin Leutz*
Roselyn and Bradley LeVay, Jr.
Joan Levin, John Joelson,
and Sarah Joelson
George and Ann Levinger
Sam Levitt and Ellen Goldsmith
Patricia Lee Lewis and
Don Charles Wukasch
Crawford and Ann Lincoln*
Flynt and Laureen Lincoln*
Dr. Robert Liptak
and Katherine Liptak*
Susan Lowenstein
Anthony Luciano*
Judith H. Luddy
Susan and Morton Lynn
Ronal and Denna Madnick
Mr. and Mrs. Alfred Magee*
Karla and James Malley
Mr. and Mrs. William Malloy
Captain John W. Maloney Memorial
Foundation
Anne Frangus Manitsas
John and Ann Mann
Julie and Mickey Marcus
Mr. and Mrs. Anthony J. Marino, Jr.
Staff of The Markens Group
Matthew Kane and Ann Markes*
Rose Markham
Irene and Kevin Martin*
Midge Martin*
Donna Martocci
Mr. and Mrs. Alan Marvelli
Mr. and Mrs. Edgar A. Mason, III
Mary Jo Maydew*
Mr. and Mrs. Brendan McCarthy
Kristen McGarry
Dr. and Mrs. Paul McKenna*
Dr. and Mrs. Stephen McKenna
Cinda McKinney
Meadow Street, LLC
Jennifer Meeropol
Robert and Ellen Meeropol
Mr. and Mrs. John Meiklejohn*
Belden Merims*
Alex Merrill
19
Dr. and Mrs. Bruce Meth
John and Susan Metzidakis
Meyers Brothers Kalicka, PC*
MillBrook Benefits and Insurance
Services, LLC
Bruce and Jane Miller
Dorien Miller and Jeffrey Zesiger
Janet Mitchell
Mr. and Mrs. David Modzelewski
Robert Moll and Rachel Folsom
Claudia Monks
Mr. and Mrs. Dillon F. Monroe
Anthony Montagna
Linda Moriarty and Family*
Linda Morley
Donna Moropoulos
Bruce M. Mozinski
Kathy and Walter Mullin*
N.L. Construction, Inc.*
Dr. Howard Natenshon
and Rosemary Caine
Dorothy Nemetz and John Todd
Wendy and David Newton
Noonan Energy Corporation*
Mr. and Mrs. William A. Norris
Friends of Northfield Mount
Hermon School
Anne Nugent and Tony Rogers*
Kathleen O’Connor
Kathryn O’Connor
Carolyn Toll Oppenheim
and Sonia Fried
Ostberg & Associates
Carol Owen and Michael Posner*
Mr. and Mrs. Louis T. Panaccione
Papageorge Electric
(The Waterbonder)*
Jenny Papageorge and Sean Casey*
Mr. and Mrs. Jeffrey Paradis
Charles Parham*
Basil R. Pederzani
Julie and Frank Peleckis
Mr. and Mrs. Christopher M. Pelkey
Max P. Pepper
Ashley and Paul Pereira*
Lucy Perez*
Elizabeth and Tony Perry
Lorna Peterson
Christopher Pietras*
Mr. and Mrs. John Pietras*
Adele Pike*
Priscilla Pike*
Mr. and Mrs. Richard J. Pinkos
Rutherford Platt
David and Jackie Pleet*
Jim and Kit Polga*
Robert Pollin and Sigrid Miller Pollin
Helping Future Growth
The Fisher Family Lost Acres Scholarship Fund was started last year by
Eric Fisher to support students
pursuing agriculture, horticulture,
and related majors. Eric started the
fund to honor his father, who passed
away unexpectedly last year.
“Nothing made my dad happier than
watching things grow; the garden,
the kids. Being able to provide an
opportunity for students to pursue
an education in something close to
my dad’s heart is something positive
I can bring after such a sad loss for
my family,” said Eric.
To raise money for the fund, Eric took
to Crowdrise and to the streets of
Boston, running the famous marathon. On April 21, 2014 Eric met two
ambitious goals, first completing the
grueling race, and second, surpassing
his $5,000 fundraising goal.
Eric Fisher with his wife Elizabeth at the Boston Marathon.
20
Elizabeth Porada
Pamela Porter and Brian DeVriese*
Mr. and Mrs. George Poulopoulos
Laurie Priest and Anne Harrison
Marietta Pritchard*
Alan Prybylo and Melinda McCall
Mr. and Mrs. Chris M. Pryor
John F. Ptaszek, Jr.*
William Pugliese*
Bob Pura and
Marjorie MacDonald-Pura*
Debra L. Purrington, Esq.*
Alice Pyle
Elizabeth Quinlan
Stanley Rabinowitz*
Mr. and Mrs. Robert L. Radner
Hannah Reeves
Nancy and Eric Reeves
Ellen Regensburger*
Mr. and Mrs. Jeffrey B. Reilly
Neil Rice
Bob and Margie Riddle*
Linda Rigali and James Clayton
Nancy Rivera
Evelyn K. Robb
Jim and Judy Roberts
Dean and Mary Rogeness
ROMEOs
Hedy and Peter Rose
The Rosenberg Committee
Dr. Henry Rosenberg
and Dr. Katherine Hicks
Dr. and Mrs. Erik Rosenthal
Kenneth Rosenthal*
Robert A. Roth
Eleanor B. Rothman*
Jason Rowe
Donna Roy
Lise and Eric Sanders*
Mr. and Mrs. Frank Sansom, CPA
Howard Sasson and Betsy Green
Donald and Patricia Savage*
Barbara Savas
Amy Sawyer
Kara Sawyer
Mr. and Mrs. Russell D. Sawyer
Mary Sayer and Bruce Coldham
Jeffrey Scavron
Stan Schapiro and Joan Wiener
Deborah Schifter
Michael Schoenberg
and Ellen Hatzakis
Mr. and Mrs. Martin Schoenemann*
Jim and Theresa Schoenfeld
Mary Ellen Scott*
William Seefeld and
Marguerite Woodworth*
Russell Seelig*
Marie Seidel
James Shamey and
Kathleen Winkworth
Ann and Edward Shanahan
The Shea Family
Lucy and Dwight Shepard*
Mrs. Arthur Sher
Richard Sherman
Elizabeth A. Silver
Elizabeth A. Smiarowski
Mr. and Mrs. Michael P. Smith
Ray Scott Smith, DMD, PC
Mr. and Mrs. William Somers
Michael and Jennell Sorrell
South Hadley Education Association
Paul Spector and Dr. Jane Cross
James P. Spinelli, CLU, ChFC
Springfield Housing Associates, Inc.
Mr. and Mrs. Donald St. Mary
Karen Golding-Staelin
and Charles Staelin
Steve Stander
Mary-Anne and John Stearns*
Scott and Jane Stearns
Greg and Brooke Stebbins
Judith Steinberg
Marc Steinberg
Shelley Steuer and Jeff Korff
The Christian Stinson Family
Mr. and Mrs. Samuel Stonefield
The Honorable Ellen S. Story
Edward P. Sunter, Jr.
Michael and Natalia Sweet*
Alice Swift
Gregory and Patricia Szyluk
Gary and Carlie Tartakov
Rene and Susan Theberge
Mr. and Mrs. Henry Thomas, III
Alvin Thomas
Thomson Financial Management, Inc.*
John Thorpe*
George and Kathleen Todd
William and Caroline Toner*
Steven Torres
Sheila C. Toto*
Angela K. Trial
Kiki, Alisa, Mark, Michelle,
and Tony Trial
Ann and Jay Turnberg
Urban League of Springfield, Inc.
US Magnesium, LLC
Thomas Uzar and Dr. Ann Roy
Aaron and Clair Volpatti
Mr. and Mrs. Roger Walaszek, Esq.
Lynn Waldron
Carol Walker
Mr. and Mrs. Robert Walker*
Libby and Ben Wallace
The Honorable and
Mrs. William T. Walsh
Esther Wanning
WEBS - America’s Favorite
Yarn Store*
Ronald and Janet Weiss*
Sally K. Weiss
Jon Weissman and Joan E. Grenier
Carol Halpern Wernick*
Christine Wershoven
Marea J. Wexler
Marcus and Joan White*
Dana Whyte*
Paki Wieland
Robert Wilson*
R.M. Winston
Joan Wofford
Jacquelyn H. Wolf
Steve and Betty Wolfson
Buck Wong
Woods Financial Group
Daniel Workman
21
Andrea Wright and
Margaret Anderson
Angela and Joe Wright*
Mr. and Mrs. Ed Youmell*
John and Mary Margaret Young*
YPO Berkshire Chapter
Andrew and Shelley Zimbalist
Frank and Carol Zinicola
Anonymous*(25)
up to $99
A Little Easier Recovery, Inc.*
Ron Ackerman and Cleo Gorman*
Jesse Adams
Barbara Adornato
Nancy Agrait
Lois Ahrens
Norma Akamatsu
Mr. and Mrs. Louis Allyn
Mr. and Mrs. Marco Amato, Jr.*
Amherst Education Foundation, Inc.*
Mr. and Mrs. James Arnold
Jay and Bobby Ashe*
Mr. and Mrs. Michael Atkinson
Mark and Ellen Augarten
Bacon & Wilson, P.C.*
Lisa Barsky and Bill Blauvelt
Claire Bateman
Mr. and Mrs. Francis Beaudry
Mr. and Mrs. James Bell*
Ted Belsky*
Ellen and Peter Berek*
Wendy Berg and Thomas Warternberg
Rosemary and Larry Bernier
BFP Associates
Dennis Bidwell and Mary Ann Kelly
John Bidwell and
Kristin Holloway-Bidwell
Natalie Birrell*
Barbara Black*
Peter Blumberg and Joyce Thatcher
Amy Bookbinder
S. Bookbinder-Goldstein
Alexander W. Borawski, Inc.
Francesco and John Bowman*
Chuck Bradway*
22
Mary Breglio
Raymond Brown*
Debin Bruce
Patrick Burke
Agostino Calheno
Rob Camarata
Milton Cantor
Maureen Carney
Timothy Carpenter
and Barbara Considine
Mr. and Mrs. Ronald Carroll
Amy and Vincent Caruso*
Jenny M. Catuogno
Lottie Centracchio
and Carolyn Marzilli
Jules Chametzky
Casey Clark*
Robert Cohen
Elizabeth Cokotis
Roger Conant
Marianna and John Connolly
Mr. and Mrs. Richard Constant*
Brian Cook
Michael W. Coscore
Costello & Leiter, P.C.
Mr. and Mrs. Donald Coulombe
Sally Crawford and Jane Porter*
Mr. and Mrs. Stewart Creelman
Eleanor Cress*
Maria Christina Cuerda
Mr. and Mrs. Bill Cunningham
Regina Curtis and Mark Maynard*
Mr. and Mrs. Richard D’Amario
Joel Dansky and Nancy Felton
Mr. and Mrs. Robert Dashevsky
Donna Roseman David
and Jonathan David*
Neil and Sandra Day
Mr. and Mrs. Roger De Raleau*
Caroline Deltoro*
Thomas Derr and Linda Vincent
John and Bess Detmold
Jacqueline Didier
Timothy Diehl and Deborah Charren
Viraphanh Douangmany
Les and Wendy Edinson
Mr. and Mrs. Peter Eiff
Efraim Frederic Eisen and
Rosalie Harris-Eisen
Susan and Ed Etheredge
Frances W. Fairchild
Mr. and Mrs. Jerald Feinland*
Dr. Ann Ferguson
Bert Fernandez and
Elizabeth O’Brien*
Mr. and Mrs. Arthur Fidalgo
The Field Club of Longmeadow
First Congregational Church
of Williamstown
Mr. and Mrs. Robert S. First
Susan and Jonathan Fisher
Thomas Florence
Mr. and Mrs. Clifford Fonsh
Gavin Ford and Leah Nathan
Mary Ford
Earllyne Frain
Yvonne Freccero*
Margola G. Freedman
Mr. and Mrs. Russell G. Freedman
Stephen J. Freedman
and Laurie Millman
Ronald Freshley
and Linda Tumbarello
D. Dina Friedman
Merritt Garland, Jr.
Suzanne Garrow
Jamie Gasperini*
Norman and Kathy Gassnola
Gloria Gay*
James Gelinas and Mary Olberding
Diane Ghedi-Ehrlich
Alex Ghiselin
Eileen and Tony Giardina
Janet and Charles Gillies*
Katherine Glaessner
Penina and Mickey Glazer
Mr. and Mrs. John Glenn
Frances Goldsher
Robert Goodman and Stephanie Levin
Mr. and Mrs. Edmund Govoni, Jr.
Deidre Kelleher Grass
David and Mary Gravel*
A Second Home
A major milestone was celebrated this
past February, with the official opening of
the Community Foundation’s first satellite
office, located in downtown Greenfield.
The Foundation serves the three counties
of the Pioneer Valley: Franklin, Hampden,
and Hampshire, and is thrilled to realize
a long-standing wish to have a visible
presence outside Springfield.
Community Foundation Trustee and
Greenfield Community College President
Robert Pura offered the space at 270
Main Street to the Foundation at no cost.
The new office provides a convenient
meeting space for staff and volunteers
to connect with the people and organizations that are living and working in the
upper valley.
The Foundation’s new office on Main Street, Greenfield.
Nicole Beaudoin Graves*
Paula Green
Mary and Ronald Grimm, MD*
Richard Habhab, Esq.*
Adam Hall
Isabella Halsted
Cathi Hanauer*
Karen Hansmann
Michael Harrigan*
Mr. and Mrs. Thomas Hatch
Eleanor Hawkins
Eric and Yehudit Heller*
Ervin and Doris Henault
Doris Henderson
Tynisha Henderson*
Mary Herzog*
Mr. and Mrs. Peter Hicks
Michael Holroyde
and Kitty Callaghan
Charles Hommes
and Vicki Baum-Hommes
Nicholas Horton and Julia Riseman
Mr. and Mrs. Marlin G. Howard
Mr. and Mrs. Robert Howarth
Vanessa Bridget Howle
Nancy Hughes
Mr. and Mrs. Owen Humphries, Jr.
Nancy Hwang
Harry and Marilyn Ishler
Mr. and Mrs. Clifford Ishmael
Abigail Jenks
Mr. and Mrs. Peter Johnson
Ruth Johnson
Susan Jennifer Johnson*
Colleen and Jack Johnston*
Norton Juster and Jeanne Ray Juster
Michael Kane and Marion Van Arsdell
Mr. and Mrs. Walter Kapinos
Venetia A. Karamallis
Thea Katsounakis*
Judge and Mrs. George C. Keady, Jr.*
Aster and Girma Kebbede
Mary Kelleher*
Pamela S. Kelly and Loren Kramer
Pamela and Brooke Kirastoulis
Gale and Robert Kirkwood
Alisa Klein and Amy Stamm
Mr. and Mrs. Edward M. Kline
Joann Kobin*
David Kotz and Karen Pfeifer
Geoffrey Kuter and Erika Laquer
Phyllis R. La Casse
Marianne LaBarge
Laddawn
Rene and Jane LaFleche
Kevin and Sallie Deans Lake
David J. LaLima
and Georgiana Thomas*
Susan Lantz
Constance Lavallee
Helen Lavelle
Mr. and Mrs. James Lawless
Alice Lawrence, CLU*
Judith Leeds and Richard Stonberg
Judith Lelas-George
Sara Lennox
Mr. and Mrs. Robert Lepp
M.A. Lesniak
Lucy Lewis
Jonathan Liebman and Anne Fine
Faith Ann Lubitz
Mr. and Mrs. Alphonse A. Magnacca
23
Mr. and Mrs. Anthony Magnacca
Eleanor Manire-Gatti
Eileen Mariani*
Caryn Markson*
Ellen Marsh*
Mr. and Mrs. Edward Mazer
Mr. and Mrs. Patrick C. McCarthy
Jean L. McFarlin
Mr. and Mrs. Michael Meeropol
Nicola Metcalf*
Mr. and Mrs. Michael Metzger
Marlene and Warren Meyers
Michael Miernicki
Mr. and Mrs. James Mikaelian
Mr. and Mrs. Marc Miller
John Mitchell, Jr.
Amy Mitrani*
Mr. and Mrs. Peter Mitus
Syed R. Mobeen*
Mr. and Mrs. Edward Modzelewski
Roger and Barbara Morin*
Marcelia Muehlke and Brian Yellen*
Susan Crumpacker Murphy
Mr. and Mrs. Kenneth Mutti
Christopher Myers
Merry Nasser
Lydia K. Nettler
Kammy Nghiem*
Sonia and Angel Nieto*
Roslyn Nitkin
Mr. and Mrs. Timothy C. O’Brien*
Ryan O’Donnell
James Ohliger
Rob Okun and Adi Bemak
Gary Olszewski & Company, PC*
Clare I. O’Neil
Bob O’Neill
Cynthia O’Rourke
Joseph O’Rourke
and Marylynn Salmon
Francis Osborn*
Dr. Robert and Susanne Osofsky
Mr. and Mrs. Oresto H. Panaccione
Paul Panaccione
Mr. and Mrs. Jerry N. Pangakis
Mr. and Mrs. Ralph Paquette
24
Jane Parakilas
Ruth Pardoe
Robert Paytner
The Honorable Edward C. Peck
Donna and David Pelczarski
David E. Peltier
Mr. and Mrs. Nicholas Perna
Stephen and Elizabeth Petegorsky*
Christina Petersen
Pamela Petro
Raymond Pieczarka
Mr. and Mrs. Richard Plaut
Judge Michael Ponsor
and Nancy Coiner*
Mr. and Mrs. Walter Porowski
Peter A. Poulopoulos
Mr. and Mrs. John Powers
Dorothy Pryor*
Ann Raffel*
Meredith Reeves
Mr. and Mrs. Joseph Reilly
Renaissance Advisory Services, LLC
Douglas Renick and Carol Rinehart
Mr. and Mrs. Richard R. Rescia
Mr. and Mrs. Harry Reynolds
Mary Ricco
Diana Riddle
Judy and Joel Rinsky and Family
Mr. and Mrs. Robert Rivers
Robert Robins
Mr. and Mrs. Leonardo Rodriguez*
Chris Rohmann
Carmen Rolon and
Roberto Alejandro*
Alan Jay Rom
Mr. and Mrs. Michael Romell,
CLU, CFS
Erica Rose*
Nicholas and Cynthia Rose
Anne and Joel Rosen*
Dr. and Mrs. Thomas Rowland
Ira Rubenzahl and Abigail Dolinger
Mr. and Mrs. Richard Ruge
Judy Rust*
TJ and Patricia Samra
Lora Sandhusen
Rosemary Santaniello
Sandy Sayers*
Joan Schaffer*
William S. Schaffner and Ann E. Gayer
Mr. and Mrs. Gert Schikorra
Virginia Schimmel
Sigrid Schmalzer
Robert Schmidt
Mr. and Mrs. Peter Schneider
Barbara Seabury*
Second Wave Recycling
C. Richard and Eleanor C. Seiler*
Margaret Seiler*
Mr. and Mrs. Arthur J. Serra
Mary and Rashard Shaar
Thomas and Jan Shaeff
Mr. and Mrs. Timothy G. Shay
William and Sandy Shea
Frances Shepard
Marilyn J. Sidwell
Laurea M. Simonds
Benjamin Skarzynski
Mr. and Mrs. Brandon Smith
Eileen Smith
Miss Marie L. Spedero
Joel Spiro and Leigh Bailey
Linda Spitz
Cynthia Stahler
Stan the Fixit Man
Mr. and Mrs. Edward Stanek, III
Dr. and Mrs. Phillip Stark
Alan J. Stearley
Lionel and Joan Stebbins
Mr. and Mrs. Otto Stein
Robert Steinberg
Craig Stevens
Steven Strimer
Jeff and Lyn Sullivan
Curtis Sutro
Joan Tabachnick and Jane Fleishman
Rudolph J. Talaber
and Marjorie R. Hess
Mr. and Mrs. Robert Tassinari
Nancy Terpenning
Joyce Thatcher
Paige Thayer*
Dotty and David Theriaque*
Nathan Therien and Susan Newton
Maureen Tobin
Virginia Tribe
Jason Trotta*
Susan Vandal*
Mr. and Mrs. James Versace
Jeffrey Vincent*
Patricia Wachter
Kathleen and James Walker
Lois Walton
Mr. and Mrs. Thomas Waskiewicz
Sara Weinberger
and Mordechai Kamel
Meryl and Richard Weiss
Kurt and Elizabeth Weissbach
Rich West and Katy Vachula-West
Peter Whalen and Janna Ugone
Carol Wharton
Edith Williams
John H. Williams, Jr.
Richard and Elizabeth Williams
Susan Wilson
Jeremy Wise and Janet Klausner-Wise*
Vera and Lawrence Wishnow
J. Brendan Wood, CRPC*
Christine Woods
Wendy Woodson
Cate Woolner and Dan Croteau
Mr. and Mrs. Gordon Wyse
Michael Zabre and
Ruth Anderson-Zabre
Mr. and Mrs. William Zajac
Bob and Eileen Zewski*
Mr. and Mrs. Peter Zucco*
Anonymous*(12)
OTHER CONTRIBUTORS
Barbara and Joseph Blumenthal
Neil A. Daboul
Ron and Dolores Douville
Marcy Eisenberg
Corwin Greenberg
and Parvati Maggie Grais*
Steven and Moira Mitus*
Michael and Kathleen Rollings
Mark and Noreen Tolosky*
Young @ Heart Chorus, Inc.
Honoring a Great Leader
“I am a strong believer in education and thought that a scholarship would be
a great way to help someone pursue their education, while honoring a person
who had left a profoundly positive and lasting impression on so many,” said
John Klenakis.
John started the Helen Hamilton Scholarship Fund because, as he says,
“she deserves not to be forgotten.” Helen was the Executive Director of the
Housing Allowance Projects, and later was appointed to what would become
MassHousing. A great leader, Helen possessed an understanding of people,
wisdom, and a disarming sense of humor.
John spent most of a year planning fundraising efforts, reaching out to donors,
and ultimately establishing the fund in Helen’s name. John’s hope is that people
who share Helen’s passion for community service will be able to take advantage
of the opportunity provided by the scholarship.
“Aside from my family, I think this is one of the best accomplishments I’ve
ever had,” said John.
Helen Hamilton, Springfield affordable
housing advocate.
25
FUNDS
Funds of the Community Foundation
There are currently 550 funds held by the Community
Foundation, which have been created either for the
benefit of or by residents of the Pioneer Valley. They
represent the tangible conversion of the generosity
of the region into an invaluable community resource.
New Funds
The following 18 new funds were established
at the Foundation in the fiscal year that ended
March 31, 2014. We are grateful for these welcome
additions to the community resources available to
A complete list of all Community Foundation
the Pioneer Valley.
funds may be found on our website at:
• Anonymous (4)
www.communityfoundation.org/aboutus/whatsnew.html
• B&E Youth Futures Fund*
or are available by request by emailing
• John M. Flynn Family Scholarship Fund*
[email protected] or calling
413.732.2858.
• Norma, Jerry, Gladys, and Henry Friedman
Charitable Fund
• Fund for Adolescent Learning
and Independent Living
• Groundwater Fund
• Johnson Charitable Trust*
• Helen Hamilton Scholarship Fund*
• Eli Kwartler and Barbara Benda Jenkins
Charitable Fund
• Reilly Cooney Charitable Fund
• Samuels Family Fund
• Theobald Family Fund
• Rick Thorpe 9/11 Memorial Scholarship Fund*
• Young @ Heart Chorus Fund
• Young-Weber Family Fund
*The funds marked with an asterisk are specially noted
because, as endowed funds, they will provide perpetual
support for the quality of life of the region.
See the inside back cover to find out how to start
your own fund at the Community Foundation.
Photos by Paul Schnaittacher
26
READING SUCCESS BY FOURTH GRADE
Funder Collaborative for Reading Success
The Funder Collaborative for Reading Success
includes sixteen local funders who have come
together in support of Reading Success by Fourth
Grade, a Springfield early literacy initiative led
by the Irene E. and George A. Davis Foundation.
The goal for the program is for 80% of Springfield
children to read proficiently by 3rd grade by 2016.
The Collaborative has raised $1,365,716 of
its $1.5
million goal so far, and this year gave
out $449,962 in grants.
The following ten projects were funded
in FY2014:
Eric Carle Museum of Picture Book Art
The Power of Picture Books:
Links to Literacy and Learning
Holyoke, Chicopee, Springfield Head Start, Inc.
The Little Literacy Learners Project
Parent-Child Home Program, Inc.
Bridging the Achievement Gap for High-Risk
Children in Springfield
RAR–MA, Inc.
Raising a Reader Springfield
Regional Employment Board of Hampden County
The Hasbro Summer Learning Initiative
The members of the Funder Collaborative
for Reading Success:
• Babson Capital Management, LLC
• Baystate Health Systems, Inc.
• Berkshire Bank Foundation
• Community Foundation of Western Massachusetts
• The Beveridge Family Foundation, Inc.
• First Niagara Bank
Regional Employment Board of Hampden County
• Charles H. Hall Foundation, Bank of America, Trustee
Talk/Read/Succeed
• Hampden Savings Bank Foundation
Springfield City Library
• Irene E. & George A. Davis Foundation
Building the Foundation for a Lifetime of Reading
• MassMutual Financial Group
Springfield College
• Nellie Mae Education Foundation, Inc.
Americorps–Student Success Corps Reading Corps
• Peoples United Bank Charitable Foundation
Springfield School Volunteers
The Early Literacy Volunteers Program
• SIS Charitable Fund at the Community Foundation
of Western Massachusetts
Springfield School Volunteers
• TD Charitable Foundation
Home City Families–Ready for Kindergarten
• United Bank Foundation
• United Way of Pioneer Valley
27
BUSINESS LEADERS IN PHILANTHROPY
Business and the Community Foundation: Better Together
“This is our home. We live here, we work here, and
out-of-the-box thinking, using technology to focus on
we have deep roots here. This is why we feel the need
the organizations and charities locally that need our
to not only contribute personally and on a corporate
help. As we say often at Big Y, we are better together.”
level, but to encourage others to make our community
better,” said Charles D’Amour, President/COO of
Big Y.
Big Y was one of the first western Massachusettsbased companies to support Valley Gives and sign on
to the Foundation’s Business Leaders in Philanthropy
Program. The program provides a way for local
businesses whose charitable interests align with the
Foundation’s mission to take a leadership role by
publicly supporting our work, thus inspiring others
to be generous. It was a natural fit for a company
known for its many philanthropic contributions and
its growing chain of grocery stores.
“The partnership with the Foundation has been an
opportunity to leverage our contribution with the
investments of others in the community,” said Charles.
“Valley Gives provides an opportunity to do some
Charles D’Amour, President/COO of Big Y.
FEATURED SPONSORS
MEDIA SPONSORS
UNDERWRITERS
LEADERS
28
GRANTS
Competitive Grants
$1.3 million to nonprofit organizations for projects
The Buxton Charitable Foundation Fund,
Bank of America, Trustee
that benefit the residents of Franklin, Hampden, and
Cancer Fund
Hampshire Counties. The 118 projects funded are
as varied as the needs of our community and include:
Raymond E. and Mildred G. Clark Foundation Fund,
Bank of America, Trustee
art programs for teens, adult literacy classes, technol-
Community Grantmaking Fund
ogy advancements, summer programs for youth, and
Credit Data Services, Inc. Fund
outreach and training on health related issues.
Delskey Family Fund
Funds for the Competitive Grants program come
George H. Empsall Charitable Fund
from individuals, bank trusts, private foundations,
Kent W. Faerber Fund
unrestricted funds, and donor advised funds. The
Juliusz Feigenbaum Fund
generosity of the donors who established these funds
Filler Community Fund
The Competitive Grants Program awarded nearly
allows the Community Foundation to respond with
the maximum amount of flexibility.
Bank of America Funds
The Community Foundation’s Distribution Committee
reviews grant applications and makes recommenda-
Franklin Fund
Franklin Fund #2
Fund for Hampshire and Franklin Counties
T. Marc Futter Hampshire Arts Endowment Fund
Margot L. Griggs Charitable Fund
tions on behalf of Bank of America, as Trustee, to
Teresa A. Harris Fund
award competitive grants from the following funds:
Junior League of Holyoke Fund
Eugene A. Dexter Charitable Fund
Rockwell Keeney, Jr. Charitable Fund
Nan and Matilda Heydt Fund
Alie and Rem Lefferts Memorial Dixieland Jazz Fund
The Lochridge-Watkins Charitable Foundation
Dr. John E. McNally Memorial Fund
The Valley Charitable Trust Fund
Harold Seewald Charitable Fund
Eleanor and Philip Singleton Endowment Fund
Community Foundation Funds
and other Trusts and Foundations
Albert Steiger Memorial Fund
The Distribution Committee recommended
Ida and Abram Sudrann Memorial Fund
competitive grants from the following Community
Roger G. and Jeannie Houston Turgeon Fund
Foundation funds. Some funds have geographic
Unrestricted Fund
or other restrictions.
Joan Walker Memorial Fund
Anonymous Memorial Fund
James D. Watt Charitable Fund
Art & Soles Fund
William Wells Tapley Fund
Lucy and Bob Atkinson Fund
Yale Genton Charitable Fund
Rachel O. Storrs Ware Youth Center, Inc. Fund
M. Constance Breck Memorial Fund
Brendler Family Charitable Fund
29
GRANTS
Grants
A Little Easier Recovery, Inc.
$15,000
The Jacki Program
All Out Adventures, Inc.
$9,700
Best Buddies Massachusetts
$7,000
Peer Support for Disabled Youth
$7,000
Neighborhood Environmental Action Councils
Art Garden, Inc.
$5,000
Leadership Program for Girls
Cycling for the Disabled
Arise, Inc.
Bay Path College
Better Homes, Inc.
$12,000
Resident Services Program
$9,000
Teen Art Program
Big Brothers-Big Sisters Association of Franklin County, Inc.
$10,000
Capacity Building
The Association for Community Living, Inc.
$9,600
Big Brothers-Big Sisters of Hampden County, Inc.
Afterschool Social Skills Program
Athol Bird and Nature Club, Inc.
$7,900
$15,000
Children and Allies Mentoring Program
Expanding Recreational Access to the Millers River
Preserving Our Resources
A $7,900 grant to the Athol Bird and
Nature Club supported ecotourism,
watershed awareness, community
engagement, and stewardship on the
rivers and streams of the Millers River
Basin, in Franklin County.
“The Community Foundation’s support
has enabled us to begin systematically
monitoring potential climate change
impacts on stream flow and temperature at multiple sites throughout the
western half of the watershed, and
to continue annual bacterial sampling
along the route of the new Lower
Millers Blue Trail, a recreational
opportunity currently being developed
between Orange and Erving,” said Ivan
Ussach, Watershed Coordinator.
Pictured is volunteer David Brule of
Erving collecting a bacteria sample
on the Millers River.
30
GRANTS
Boys & Girls Club Family Center, Inc.
$20,000
Teen Program
Brick House Community Resource Center, Inc.
Da Camara Singers
$2,000
40th Anniversary Performance
$10,000
Domus Incorporated
$20,000
Building Renovation
Summer Workshop Series
Drama Studio, Inc.
Carson Center for Human Services, Inc.
$5,000
$5,000
Pinocchio Production
Kamp for Kids
Enchanted Circle, Inc.
Center for Public Representation, Inc.
$3,200
$7,500
Teacher Training Workshops
Supported Services for the Disabled
The Episcopal Diocese Community Action of the Franklin, Hampshire & North Quabbin Region
$10,000
$13,300
of Western Massachusetts
Springfield Long-Term Tornado Recovery Group
Employment Readiness Program
The Food Bank of Western Massachusetts, Inc.
Community Adolescent Resource and Education Center, Inc.
$12,000
$8,000
SNAP Outreach and Enrollment
Forest Park Zoological Society, Inc.
College Support Program
$7,500
Transitional Support
Community Economic Development Assistance Corporation
$5,000
Fractured Atlas Productions, Inc.
$1,800
Training and Networking for Workforce Development
Forest Moon’s 1 in 8: the Torso Project
Community Education Project, Inc.
Franklin County Community Development Corp. $12,000
Education Coordinator
$8,000
Adult Literacy Program
Community Foundation of Western Massachusetts
$100,000
Franklin County Home Care Corporation
SHINE Program
$15,000
Valley Gives 2013
Community Legal Aid, Inc.
$7,900
$10,000
Franklin Land Trust, Inc.
Archiving
Freedom Writers Foundation
Program for Springfield Public Schools
$8,000
$20,000
Friends of Amherst Recreation, Inc.
Summer Camp
$4,000
Legal Advocate
Community United Way of Pioneer Valley, Inc.
Stay in School Campaign
Community United Way of Pioneer Valley, Inc. $15,000
Western Massachusetts Network to End Homelessness
Connecticut Aeronautical Historical Association
Science Education Program
$5,000
Friends of the South Hadley $25,000
Public Library System
South Hadley Public Library Building Campaign
(Over 2 years)
Gandara Mental Health Center, Inc.
$15,000
Youth Employment Program
31
GRANTS
Girls Incorporated of Holyoke
$12,000
Literacy Initiative
Gray House, Inc.
Massachusetts Audubon Society, Inc.
$3,000
School Education Program
$20,000
Massachusetts Foundation for the Humanities
ESL Tutoring
Family Reading Program
Greenfield Community College Foundation, Inc. $7,000
Mohawk Trail Concerts, Inc.
Nursing Technology Enhancement
The Spirit of Youth and Anniversaries Series
Greenfield Community Television, Inc.
$4,500
Online News Exchange Program
Hampshire Franklin Children’s Day Care, Inc.
$2,000
$5,000
Public Education Program
$4,000
Entry Door Replacement
Hilltown Safety at Home
MotherWoman, Inc.
$2,200
NAMI Western Massachusetts, Inc.
$15,000
Spanish Language Support Groups
$8,000
Domestic Violence Advocacy Project
National Multiple Sclerosis Society - Greater New England Chapter
$7,000
Financial Assistance Outreach Program
Holyoke Community College Foundation, Inc. $12,000
New England Adolescent Research Institute, Inc. $20,000
Community Health Education and Outreach
Day School Transitional Support
Holyoke Public Library Corp.
$8,500
New England Business Associates, Inc.
Holyoke Oral History Program
$7,800
Business Development Center
Horizons for Homeless Children, Inc.
$2,500
New England Dairy and Food Council
Playspace Program
$18,000
Springfield School Breakfast Program
Housing Discrimination Project, Inc.
$5,100
New England Farmers Union Education Foundation
Fair Housing Educational Initiative
Junior Achievement of Western Massachusetts, Inc.
$5,000
Technical Assistance to Farmers
New England Public Radio Foundation, Inc.
Career Exploration Event
$10,000
$30,000
50th Anniversary Capital Campaign (Over 2 years)
Live in Concert, Inc.
$7,500
NoHo Pride, Inc.
The Garden of Martyrs Production
$5,300
Pride Parade
Masonic Health System of Massachusetts, Inc.
$4,600
Community Education Program
North Quabbin Citizen Advocacy, Inc.
$3,000
Advocates for People in Restrictive Settings
Massachusetts Academy of Sciences Corporation $12,500
Holyoke Afterschool Science Program
Northampton Academy of Music, Inc.
$4,000
Young Adult Story Telling Events
Massachusetts Adoption Resource Exchange, Inc. $5,000
Adoptive Parent Education Program
Northampton Community Music Center, Inc.
Telecommunications Systems Upgrade
32
$3,000
GRANTS
Northfield Mount Hermon School
$25,000
Upward Bound Expansion
Operation Outreach-USA, Inc.
Increasing Stability
$6,500
Literacy Program in Holyoke Schools
Partners for a Healthier Community, Inc.
$4,000
Indoor Air Quality Program for Seniors
Partners for Youth with Disabilities
$6,200
Mentoring Program for Youth
Pioneer Valley Ballet Guild
$2,000
Educational Outreach Coordinator
Pioneer Valley Project, Inc.
$10,000
Parent Leadership Development Program
Pioneer Valley Riverfront Club, Inc.
$15,000
Boathouse Renovation
Pioneer Valley Symphony, Inc.
$5,000
INNOVATION Performance
Planned Parenthood League of Massachusetts, Inc.
$11,000
Education and Outreach Program
RAR-MA, Inc.
$20,000
Springfield Early Literacy for All Program
Rebuilding Together Springfield, Inc.
$15,000
Green-N-Fit Neighborhood Cluster Rebuild
River Valley Counseling Center, Inc.
$10,000
Chicopee Day Treatment Program
Riverside Industries, Inc.
$10,000
Window Replacement Capital Campaign
Roca, Inc.
$25,000
Intervention Program for At-Risk Holyoke Youth
Rural Development, Inc.
Housing Cooperative Project
$12,500
A Springfield family helped by the eviction program.
Better Homes Inc. is a Springfield-based housing organization
that develops, owns, and manages affordable housing units
in Hampden County. Beyond providing stable housing for
low-income families, the organization seeks to help their residents learn the skills to move from dependency to self-sufficiency. A $12,000 grant from the Foundation is supporting
the organization’s Resident Services Eviction Program, which
offers financial education and other support services to residents who are struggling to pay their rent on time. Of those
residents in danger of being evicted, 95% avoided eviction.
Wanda Zayas, Resident Services Coordinator, is out in the
Liberty Hill Townhouses in Springfield, knocking on doors,
uncovering what the issues are, and trying to help families
put a plan together to stay current on their rent.
“Life happens and everyone here has a story to tell,” says
Wanda. “The success of the eviction prevention program is
because of the relationships that I have built with residents.
The trust and support is here, and they have someone to
listen to them who does not judge them. Another reason for
the success is that we are working with the whole family.
In addition to programs for adults, we have programs for
children and teens and the parents appreciate these. They
see that we are in this together.”
33
GRANTS
The Salvation Army - Holyoke Corps
$18,000
Intervention Program for At-Risk Holyoke Youth
Snow Farm - The New England Craft Program, Inc.
$5,000
Vacation Art Program for Holyoke Teens
Self Esteem Boston Educational Institute, Inc.
$8,000
Somali-Bantu Community of Springfield, Inc.
Workshops for Women in Recovery
$6,000
Social Service and Community Development Project
Sibling Connections, Inc.
$5,000
Camp to Belong MA
Sons and Daughters of Hawley, Inc.
$6,000
East Hawley Meeting House Steeple Project
The Arts Endowment of Western Massachusetts: Da Camara Celebration
34
The Arts Endowment of Western Massachusetts is a
special collection of funds that exclusively support the arts
in our region. One such fund, the T. Marc Futter Hampshire
Arts Endowment Fund, this year, helped fund a grant to
the Da Camara Singers. The project, Four Decades of Da
Camara: A Celebration, culminated in a performance on
June 1st of a 24 person orchestra, a chorus of 50, and six
paid professional soloists.
To be identified as part of the Arts Endowment of Western
Massachusetts, funds must be restricted to the support
of the arts, and, if donor advised, must become endowed
when advisory rights cease. The following are the funds
currently in the Arts Endowment:
“Support from the Community Foundation was essential
in allowing Da Camara Singers to mount a performance
of Bach’s monumental B-minor Mass with soloists and full
baroque orchestra. A packed house at Sweeney Recital
Hall at Smith College heard this seldom-performed
masterpiece thanks to the support of their neighbors in
the Pioneer Valley,” said Frank Couvares, President of the
Da Camara Singers.
• William and Susan Monks Fund for the Arts
• T. Marc Futter Hampshire Arts Endowment Fund
• H. Grinspoon and D. Troderman Fund for the Springfield
Library and Museums Association
• Peggy and David Starr: Springfield Museums
Endowment Fund, Springfield Symphony Endowment
Fund, WFCR Endowment Fund, and WGBY Endowment
Fund
• Venti Family Fund
GRANTS
Springfield Boys & Girls Club, Inc.
$20,000
Teen Programming
Springfield Day Nursery Corporation
uAspire$8,000
Early College Affordability Awareness Program Advising
$10,700
Security System for King Street Children’s Center
United ARC of Franklin and Hampshire Counties, Inc.
$20,000
Positive Parenting Program
Springfield Library and Museums Association
$13,300
United Way of Franklin County, Inc.
Public Art Project
$14,600
Pre-School Reading Program
Springfield Partners for Community Action, Inc.$11,000
University of Massachusetts Foundation, Inc.
Alzheimer’s Program
$8,500
Chronic Disease Self-Management Program
Springfield Performing Arts Development Corp. $27,100
Western Massachusetts Council, Inc., Boy Scouts of America
Lighting Upgrade at Symphony Hall
Springfield Preservation Trust, Inc.
$4,000
$5,000
Scout Recruitment
Historic Architecture Educational Tour
Western Massachusetts Training Consortium, Inc.$12,500
Springfield School Volunteers, Inc.
$3,000
Alternative Perspectives Series
Ballroom Dance Project
WGBH Educational Foundation
Springfield Symphony Orchestra
$7,000
$20,000
Together in Song: Season IV
Youth Programs
WillPower Foundation, Inc.
Stanley Park of Westfield, Inc.
$2,000
$7,000
Financial Assistance Outreach Program
Caribbean Cultural Event
The Yellow House, Inc.
Take and Eat, Inc.
$10,000
$8,400
Adult Education Program
Weekend Meals for Homebound Seniors
YMCA of Greater Springfield
Tapestry Health Systems, Inc.
$19,400
$23,000
Social Work Program
Laundry Equipment and Supplies for La Voz Program
YMCA of Greater Westfield, Inc.
Third Sector New England, Inc.
$10,000
$12,000
Camp Shepard Small Pavilion
Voices from Inside Performances
Youth Action Coalition, Inc.
Third Sector New England, Inc.
$9,000
$6,000
Art Program for Ware Youth
Gardening the Community Food Access Program
Trinity United Methodist Church
$15,000
Renovations for Community Space
Trustees of Reservations
$10,000
Environmental Education Program for Holyoke Youth
Two State Young Men’s Christian Association
$18,000
Youth Leadership Development Program
35
FINANCIAL HIGHLIGHTS
2010 20112012 20132014
Total Assets1
$110,921,086 $118,849,600$121,311,323 $128,428,853$140,228,035
Operating Expenses2
$1,317,525 $1,341,960$1,449,892 $1,694,688$1,565,765
Operating Expenses as a
Percentage of Total Assets
1.2%
1.1%
1.1%
1.3%
1.1%
Contributions3
$6,933,150 $5,524,529$8,350,847 $8,702,160$8,091,066
Grants4
$7,636,490 $8,901,664$7,321,401 $9,892,917$7,696,239
1 Includes trust assets owned by Bank of America for which the Community Foundation provides grantmaking services.
2 Does not include investment management fees.
3 Includes fees received from Bank of America for providing grantmaking services.
4 Includes grants from trust assets owned by Bank of America for which the Community Foundation provides grantmaking services.
ASSETS BY FUND TYPE – FY2014
Unrestricted
22%
Donor
Advised
19%
Agency
Advised
6%
Agency
Designated
2%
ASSETS BY FUND TYPE – FY2014
Sub-types
Education
30%
Field of
Interest
4%
Fund Balance
Competitive (Discretionary) Grants
$829,639
$466,200
42$25,409,867
Bank of America Competitive Grants
Donor Advised
178
$21,633,974
Advised and Designated Grants
Agency Advised
64
$7,136,037
Special Purpose
Agency Designated
34
$3,004,336
Scholarships and Loans*
Donor Designated
57
$13,667,512
Education
127$34,766,958
Field of Interest
30
$4,773,135
Planned Giving & Other
18
$3,901,808
Total
Planned
Giving
& Other
3%
DISTRIBUTIONS 2013–2014
Unrestricted
Bank of America Trust Assets
36
# of Funds
Donor
Designated
12%
$25,934,408
550$140,228,034
$4,511,243
$443,500
$1,995,657
Total$8,246,239
*Includes loans granted of $550,000
FINANCIAL HIGHLIGHTS
FY2014 Investment Commentary
The Community Foundation of Western Massachusetts’
Global Growth Portfolio generated a 13.4 percent return
in fiscal 2014, producing an investment gain of roughly
$7.8 million. Over the past 10 years, the Global Growth
STATEMENTS OF FINANCIAL POSITION
Portfolio has grown from $33.9 million to $66.1 million.
March 31, 2014 and 2013
With returns of 6.9 percent (net of investment related
Assets
fees), the Growth Portfolio’s performance exceeded peer
community foundations. CFWM’S ten-year return ranked
comfortably in the top half (+.4% annualized above the
Cash and money
market funds
median) of the Community Foundation Survey conducted
Investments
by the Council on Foundations. CFWM’s excellent
2014
$
5,639,608 2013
$
2,629,489
101,896,928
94,148,113
3,268,557
3,204,456
long-term record stems from a disciplined and diversified
Assets held under
charitable trusts
asset allocation policy and an emphasis on lower-cost
All other assets
3,488,534
3,637,562
$ 114,293,627
$ 103,619,620
investment solutions.
Total Assets
The long-term overriding benchmark for the Global
Growth Portfolio is 40% Wilshire 5000 Index, 30%
LIABILITIES AND NET ASSETS
FTSE All World Ex-US, and 30% Barclays Aggregate
Liabilities
Bond Index. More specifically, assets at fiscal year-end
were invested in 37% US Equity, 28% Non US Equity
and Emerging Markets, 10% Direct Hedge Funds, 6%
Private Equity Related Investments, 19% Fixed Income,
with 21% of total assets invested in two outsourced
endowment solutions.
COMPARISON OF RETURNS ON INVESTMENTS
Period ending March 31, 2014
Accounts payable and
accrued expenses
$
30,475
$
21,845
Liability under unitrust
agreements
1,992,830
2,649,456
Agency Funds
7,479,744
6,339,742
Total Liabilities
9,503,049
9,011,043
Net Assets
Unrestricted
30,624,432
26,968,264
CFWM
13.4 %
Temporarily restricted
69,475,185
62,949,352
CF Survey*
11.6 %
Permanently restricted
4,690,961
4,690,961
104,790,578
94,608,577
$ 114,293,627
$ 103,619,620
CPI + 5 %
6.0 %
CFWM
9.3 %
CF Survey
7.9 %
CPI + 5 %
7.1 %
CFWM
14.7 %
CF Survey
14.0 %
CPI + 5 %
7.1 %
CFWM
6.9 %
CF Survey
6.5 %
CPI + 5 %
7.3 %
1 YEAR
Total Net Assets
Total Liabilities
and Net Assets
3 YEAR
A complete set of audited financial statements is available on our website.
5 YEAR
10 YEAR
*Council on Foundations Community Foundation Survey
37
C O M M I T T E E S , V O L U N T E E R S , A N D S TA F F
Committees
Audit and Finance Committee
Steven M. Mitus, Chair
Carol Campbell
John G. Gallup
Lester L. Halpern, Emeritus
George C. Keady, III
Michael Oleksak
Mary Ann Stearns
Douglas Theobald
Distribution Committee
Elizabeth H. Sillin, Esq., Chair
David Angier
Amy Caruso
Vinnie Daboul
Paula DesRoberts
April Estis-Clark
William T. Fisher, Jr.
Robert R. Humberston
Kathleen Mullin
Robyn A. Newhouse
Mary Ann Spencer
Ralph S. Tate
John Thorpe
Education Committee
Elizabeth D. Scheibel, Chair
Kamari Collins
Bernadette Cruz
Paula DesRoberts
Karin L. George
Thea E. Katsounakis
Stephanie King
Lydia Martinez
Matt Mourovic
Sonia M. Nieto, Emerita
Robert L. Pura
Erica Rose
Executive Committee
Sanford A. Belden, Chair
Dana R. Barrows, CLU, ChFC
Peter J. Daboul
Amy Jamrog, CLU, ChFC
Steven M. Mitus
Elizabeth H. Sillin, Esq.
Richard B. Steele, Jr.
38
Investment Committee
Richard B. Steele, Jr., Chair
Helen D. Blake, Emerita
Stephen A. Davis
Latimer B. Eddy
Mauricia A. Geissler
Mary Jo Maydew
Tripp Peake
Mary Ann Spencer
Ralph S. Tate
Philanthropic Services and
Marketing Advisory Committees
Amy Jamrog, CLU, ChFC, Chair
Dana R. Barrows, CLU, ChFC
Tricia Canavan
Stephen A. Davis
Charles W. DeRose
Kelly DeRose
Dianne Fuller Doherty
Jeffrey Fialky, Esq.
Ruth Griggs
William E. Hart, Esq.
Ellen Brout Lindsey
Debra L. Purrington, Esq.
Shannon Reichelt, CPA
Paul Robbins
Michael J. Simolo
David Starr
Volunteers
Annual Fund Committee
Patricia Burden
Marcia E. Burick
Kelly DeRose
Paula DesRoberts
Jamie T. Gasperini
Debra Papageorge
Project Reviewers
Robert Allen
Elizabeth Belden
Sanford A. Belden
Kenneth Boutin
Charri Boykin-East
Barbara H. Braem-Jensen
Bruce Brown
Norma Colaccino
Peter J. Daboul
Linda Desmarais
Sylvia Galván
Ay Ling Han
Teresa A. Harris
Herbert Hodos
Morton Lynn
Susan B. Magee
Irene Rodriguez Martin
Paul M. Mitus
William B. Sayre
Marie M. Stebbins
Leonard Von Flatern
David Wilensky
Sally A. Wittenberg
Margaret F. Woods
Angela Wright
Scholarship Reviewers
Andrea Allen
Portia Allen
John Arnold
Janet Aronson
Bernadette Astascio
Deborah Austin
Elizabeth Belden
Sanford A. Belden
Pam Boyea
Barbara Braem Jensen
Jasmine Elizabeth Brewer
Dawn Bryden
Patricia Burden
Sheila M. Burke
Michelle Cahillane
Tom Campagna
Anne Chapdelaine
Denise Cogman
Kamari Collins
Ann Cowen
Bernadette Cruz
Linda Dagradi
Maria DeAngelis
Paula DesRoberts
Vanessa Diana
Heidi Dufresne
Christopher Dupont
Kelli Dupont
C O M M I T T E E S , V O L U N T E E R S , A N D S TA F F
Valley Gives
Paul S. Doherty, Co-Champion
Alfred L. Griggs, Co-Champion
Susan Alston
Amy Caruso
Vanessa Cerillo
Peter Chilton
Ann Eagan Dawson
Janine Fondon
Melody Foti
Thom Fox
Denise Govoni
Ruth Griggs
Leslie Harris
Ellen Brout Lindsay
Angela Lussier
Dale Macdonald
Marcie Muehlke
Gainer O’Brien
Margaret Putnam-Delaney
Christine Romanko
Alfonso Santaniello
Randall Smith
Sarah K. Tanner
Amelie Touroyan
Alyssa Fasolino
Katie Fretwell
Yvette Frisby
Joan Fuller
Karin George
Erica Greene
Beverly Herbert
Jessica Hill
Robert Houle
Jennifer Hudon
Kathleen Joyce
Thea E. Katsounakis
Stephanie King
Lauren Lamica
Erica Lebel
Phyllis Levenson
Ellen Brout Lindsey
Maddie Marquez
Lynn McGrady
Anthony Moore
Barbara Morin
Glandina Morris
Matt Mourovic
Sonia Nieto
Richard O’Connor
Michael Patashnick
David Pinsky
Maurice Powe
Janine Queenin
Erica Rose
Katherine L. Shea
Sage Stachowiak
Ralph S. Tate
Gary S. Watson
John White
Kristen Wing
Kiyota Woods
Angela Wright
Community Foundation Staff. Not pictured: Kate Daly.
Staff
Katie Allan Zobel, CAP®, President and CEO
Kate Daly, Administrative Assistant
Emma Evans, Philanthropic Services Assistant
Jessica Gonzalez, Program Assistant
Tynisha A. Henderson, Program Officer for Scholarships
Debra Koske, Finance Associate
Kristin B. Leutz, CAP®, Vice President for Philanthropic Services
Anthony Luciano, Database and IT Administrator
Jenny Papageorge, Director of Development
Nancy Reiche, M.S.W., Vice President for Programs
Donna Roseman David, CPA, MST,
Chief Financial Officer/Chief Administrative Officer
Dotty Theriaque, Education Associate
Sheila C. Toto, Program Officer
Caroline Deltoro, Communications Consultant
Tracy Hightower, Valley Gives Nonprofit Outreach Manager
Michael Kusek, Publicist
Meyers Brothers Kalicka, P.C., Auditors
Ronald P. Weiss, Esq., Legal Counsel
39
Trustees
Dr. Sanford A. Belden
Chair
Retired President
and CEO, Community
Banking System, Inc.
Director, University of
Massachusetts, Amherst
Augusta Savage Gallery
Dana R. Barrows
Vice Chair
Director of Business
& Estate Planning,
Northwestern Mutual
Financial Network
Senior Vice President,
UBS Wealth Management
George Arwady
Publisher and CEO,
The Republican
Ellen Brout Lindsey
Community Volunteer
Ralph S. Tate
Retired Managing
Director, Standish,
Ayer & Wood
Trustee Emeriti
Robert S. Carroll
Retired President,
Excel Dryer
Corporation
Stephen A. Davis
Principal, Ventry
Industries, LLC
Peter J. Daboul
Retired Executive Vice
President and Chief
Information Officer,
MassMutual Financial
Services
Dr. Irene Rodriguez Martin
Associate Dean of Administration and Graduate
Enrollment/Continuing
Education, Smith College
School for Social Work
Kerry L. Dietz
President, Dietz and
Company Architects
Steven M. Mitus
Executive Vice President
and CFO, Balise Motor
Sales Company
Regional Director,
Massachusetts Small
Business Development
Center
David Pinsky
President and CEO,
Tighe & Bond
Karin George
Principal, Washburn
& McGoldrick, Inc.
Dr. Robert L. Pura
President, Greenfield
Community College
Alfred L. Griggs
Retired President,
Coca-Cola Bottling
Company of
Northampton
Dr. Carol A. Leary
President, Bay Path
College
Retired District
Attorney for the
Northwestern District
Charter Trustees
40
Dr. Willie L. Hill, Jr.
Director, University of
Massachusetts, Amherst
Fine Arts Center
Elizabeth H. Sillin, Esq.
Partner, Bulkley,
Richardson and Gelinas,
LLP
John G. Gallup
Retired CEO,
Strathmore Paper
Company
Amy Jamrog
Wealth Management
Advisor, Northwestern
Mutual Financial
Network
Richard B. Steele, Jr.
Managing Member,
Longmeadow Capital
Partners, LLC
David Starr
President,
Republican Company
Start Your Fund at the Community Foundation
Decide When to Give
Choose a Type of Fund
You can create your fund now, establish it in your
We offer a variety of funds that are flexible to meet
will, or create it through a trust arrangement that
our donors’ different charitable interests. Donor
benefits your family as well as a charity. You may give
advised funds allow you to make the decisions about
in honor of an anniversary, to memorialize a loved
the timing and amount of grants yourself. Endowed
one, celebrate a special event, or support a cause.
funds provide a sustainable stream of income for
Tax deductions are earned at the time of your gift,
your favorite charities in perpetuity. Scholarships
while grants awarded from your fund can continue
help local students access higher education. Field of
into the future.
Interest funds allow you an easy way to focus your
Decide What to Give
giving on a specific community or charitable interest
area. Field of Interest funds give you access to our
Almost any kind of asset can be used to start your
local team of volunteers and staff who receive and
fund, including cash, publicly traded securities,
assess annual requests from local nonprofits to fund
closely held stock, interests in limited partnerships,
projects serving the region.
real estate, life insurance, and private foundation
assets. We can also discuss other options with you,
We make giving easier with administrative services and
such as bequests, charitable remainder unitrusts,
expert advice from the Community Foundation staff.
charitable gift annuities, and charitable lead trusts.
Call our Philanthropic Services team at 413.732.2858
Choose the Name for Your Fund
Most of our funds are named for the donor (individual, family, business, association, or organization)
or as a memorial to someone special. Every grant from
the fund will carry this name. You may choose a name
that reflects your fund’s charitable purposes or your
fund can remain completely confidential if you prefer.
or email [email protected]
for more information.
Nonprofit Org.
U.S. Postage
PAID
Permit No. 967
Springfield, MA
1500 Main Street
P.O. Box 15769
Springfield, MA 01115
TEL
413.732.2858
FAX
413.733.8565
communityfoundation.org

FY2014 Annual Report - Community Foundation of Western

Transcription

Similar documents

2010 Part 2

CNTEAEDITION2Newsletter - Colts Neck Township Education

Longhorn New s

Important Dates First in Math - Clark

Learning out of class…

open morning 27th June shaun.indd

Gay man`s wife reels from news

rolling knolls rockets

May 8 - Thunder Bay Christian School

January 20, 2012 - Urbana City Schools