2011 - Greater Worcester Community Foundation
Transcription
2011 - Greater Worcester Community Foundation
Greater Worcester Community Foundation Annual Report 2011 Traveling Together Our Journey Of Giving 2011 By the Numbers Grants and Contributions - Ten Year Record At a Glance Total Assets $115,965,007 Contributions $3,406,010 Number of gifts 1019 Number of donors 849 Investment returns -2.4% Grants and scholarships approved $5,132,406 Number of grantee organizations 524 Number of new funds 23 Total named funds 470 Approved Grants by Broad Category Total Awards $5,132,406 Our Fund Types Discretionary Field of Interest $13,647,022 Committee Advised $23,409,425 Donor Advised $14,324,055 Designated $16,778,376 Agency $11,550,297 Scholarship $10,668,069 Total Market Value Arts $883,756 $21,712,733 Health & Human Services $1,870,079 Community Development $441,576 $112,089,976 Education $1,791,536 Environment $145,459 Annual Report Index 1 2 4 6 8 10 12 14 15 16 19 27 28 30 31 32 Inside back cover Grant Awards by Fund Type Approved Grants by Fund Type Total $5,132,406 Total $5,132,406 $1500 $1,289,246 Dollars (Thousands) Letter to Our Community Highlights of 2011 New Funds Created in 2011 Donor Advised Funds Designated Funds Scholarship Funds Field of Interest and Committee Advised Funds Discretionary Funds Agency Funds Contibutors Grants The Acorn Society Financials Committees Corporators Board of Directors and Staff Ways to Give $1000 $911,430 $879,480 $662,890 $632,178 $521,464 $500 $235,718 $0 Discretionary Greater Worcester Community Foundation Field of Interest Committee Advised Donor Advised Fund Type I 2011 ANNUAL REPORT Designated Agency Scholarship Letter to Our Community Dear Friends, Welcome to our 2011 report. Its theme of travel reflects our way of working together as fellow travelers toward our shared goal of community betterment. Each year, our journey continues, and we prepare well to meet challenges while also responding with flexibility to unexpected turns and discoveries. We see the familiar in new ways, exhilarated by each others’ fresh perspectives, both broad views and close-up encounters. For example, our Early Childhood Leadership Initiative demonstrates our new, proactive, issue-driven approach to grantmaking. We found common ground among ten of our grantees working in arenas that influence the lifelong success of our youngest learners. By pooling money from several donor funds, we made grants that expand and improve these programs and connect them into an informal coalition. Their collaboration underscores the well-documented importance of a child’s first 1,000 days of life in developing skills that can lead to college success and a productive adulthood. This grantmaking initiative is also galvanizing private-and-public sector support for similar programs to strengthen early childhood education in Greater Worcester. Another 2011 program that recognizes and builds on existing strengths is our new Professional Advisors’ Network. Financial advisors have been friends of the Foundation from its start, valuing its resilience, flexibility and efficiency as a vehicle to meet clients’ philanthropic and financial objectives. Now we are engaging advisors to actively recruit new donors, drawn by our deep knowledge of the community and the opportunity to create an endowed, named fund with $10,000 that honors a loved one or serves a cherished cause in perpetuity. You are joining us on a great journey. Spread the word. Each year we continue to make new discoveries and reap new rewards on behalf of our community. Find out about our 2011 accomplishments in the following pages. Joe Salois and Ann Lisi guide Foundation activities that support nonprofit organizations throughout Central Massachusetts. On the cover: A pictorial array of some memorable moments and milestones in 2011. Sincerely, Explore Our Ann T. Lisi President and CEO Greater Worcester Community Foundation New Website! R. Joseph Salois Chairman greaterworcester.org Scan this QR Code with your iPad, iPhone, Android or other smart phone to automatically be directed to the Greater Worcester Community Foundation website where you can download .pdfs of this and past Annual Reports. I 2011 ANNUAL REPORT 1 Highlights of 2011 Celebrating our 37th year, the Foundation remains faithful to the vision of its founders, whose experiment in a distinctly neighborly and self-reliant model of philanthropy took hold and spread deep roots. Here are some of our highlights from 2011. • Introduced the Early Childhood Leadership Initiative of the Grants Task Force, a proactive investment in local nonprofits advancing pre-K through college readiness that will foster mutual learning as well as public/ private sector support. • Continued strong growth in new donors by adding 23 new funds, bringing the total of named funds to 470. • Received $1.7 million in gifts from donors and $1.6 million in agency fund deposits, sustaining 2010 performance. • Furthered outreach and donor education resources by designing and inaugurating the Foundation’s new interactive web site. • Established the Professional Advisors Network to expand relationships with these critical partners, who value the Foundation as a vehicle to meet clients’ financial and philanthropic goals and engage new donors. Professional Advisors Network (Front from left): Dorothy Dimitri, Janet Bousquet, Ann Molloy, Anne Wales, Patricia Jones: (2nd Row): Michael Grenon, Timothy O’Malley, Jay Aframe, Michael Martin, Neil Petersen, Joseph Stolberg (chair), Tracy Craig, Charles Manoog: (3rd Row): John Merrill, Michael Bollus, Joel Buthray, Michael Brockelman, George Dresser, Daniel Tinsley, Dennis Gorman, Marvin Silver, Donald Maloney. • Launched the Donor Stewardship Committee to ensure continuous excellence in donor relations, promote awareness of the Foundation’s unique benefits, and help to attract more donors for the future. Members of the new Donor Stewardship Committee include (from left): Lee Gaudette, Kathy Metzger, Ben Craver, Marla Maykel Pyle, Scott Rossiter, AnnMarie Argits, Harry Dewey, Polly Traina and Ross Dik. 2 Greater Worcester Community Foundation I 2011 ANNUAL REPORT Highlights of 2011 • Hosted the Foundation’s Insights 2011: Livable Cities held in September, which included a tour of the Providence Hill neighborhood, talks on Census 2010, the role of nonprofits in inner cities, and a reception at Worcester Academy’s alumni house. Distribution Committee member Tuyet Tran and Board Chair Joe Salois were among the participants in the Foundation’s Insights 2011: Livable Cities, which included a tour of Providence Hill. At a Nonprofit Support Center session, Fred Enman, executive director of Matthew 25, confers with his board member Barbara Athy and Nancy Cahalen of the Better Business Bureau talks with Jeannie Hebert of the Blackstone Valley Chamber of Commerce. • Celebrating its 13th year, the Foundation’s Nonprofit Support Center helps to develop a capable, forward-thinking, and collaborative nonprofit sector in Worcester County through programs and services such as its annual breakfast series, which began with a well-attended session by Jay Vogt, “From Board Roles to Board Goals.” Greater Worcester Community Foundation I 2011 ANNUAL REPORT 3 New Funds Created in 2011 DONOR ADVISED FUNDS James C. and Glenna A. Brunner Memorial Fund Cynthia Strub created this donor advised fund in memory of her parents: Glenna was an artist and James an avid outdoorsman. The fund supports organizations in the areas of the environment and the arts. Francis A. Ford and Shirley A. Doyle Fund This donor advised fund will carry out the philanthropic interests of Fran Ford and Shirley Doyle. John V. Frank Fund for Pomfret Area John Frank is a fourth-generation resident of Akron, Ohio, with a summer home in Pomfret, CT. He created this donor advised fund to benefit cherished projects in the “Quiet Corner” of Connecticut and other areas of New England. The SASA Fund This donor advised fund enables a private couple to do some of their giving anonymously. DESIGNATED FUNDS Richard and Deanna Charves Fund Deanna and Richard Charves took advantage of the tax benefit gained by rolling over their mandatory IRA distribution and created an endowment to support St. Bernadette’s School in Northborough, where Deanna worked as a volunteer. Gerald J. and Dallas M. Eydenberg Fund This designated fund was created in 2011 by Janis Eydenberg to honor her parents and serve humanity around the world. The Norma Feingold Worcester History Prize Fund Born and raised in Worcester, Norma loved the city and its history. For seventeen years, she was an editor and research assistant at Worcester Historical Museum. Her husband, Saul, and their children created this fund to honor Norma’s memory and encourage young people to engage in the exciting exploration of Worcester’s history. 4 The Lund Unitarian Church Fund John W. Lund (1920–2010) created this designated fund for the benefit of First Unitarian Church of Worcester. The Church brings people together to deepen spiritual lives and to “live in right relationship with fellow human beings and with all creation.” The Hon. James F. Queenan Legal Services Fund Retired bankruptcy judge James F. Queenan and his wife, Helen, created this fund to support Community Legal Aid, which assists low-income, elderly and other disenfranchised people and challenges barriers to social and economic justice. The Marion & Arthur Rossiter Fund for Evangelical Congregational Church A lifelong resident of Grafton, Marion Rossiter-Smith created this fund to honor her late husband and to support the music and youth education programs at the Grafton Congregational Church. AGENCY FUNDS Boston Chinatown Neighborhood Center, Inc. For over 40 years, Boston Chinatown Neighborhood Center has served as a vital link for the Asian American community of Greater Boston. This fund helps ensure future resources for its mission to integrate newcomers while preserving their rich culture. The Chin Tunn Fon Endowment Fund for BCNC The Chin Tunn Fon Endowment Fund embraces the spirit and legacy of immigrants. Using appreciated stock, Frank Chin and his wife, Rose established this endowment to generate an income stream in perpetuity for the agency’s children, youth and families. BCNC is appreciative and grateful for such a farsighted gift. Greater Worcester Community Foundation I 2011 ANNUAL REPORT New Funds Created in 2011 Camp Putnam Agency Fund At Camp Putnam, caring and sharing are core values, a connection to nature is key to personal development, and every child deserves access to the summer camp experience regardless of ability to pay. These philosophies have guided the organization for over 60 years, and this fund helps support it for decades to come. Mary Ann Binkoski Scholarship Fund Mary Ann Binkoski devoted her career to the youth of the city. She was an educator in the Worcester Public Schools for 36 years, including 14 years as principal of Grafton Street School, ending with her untimely death in 2008. This scholarship is dedicated to her life’s work for the children of Worcester. Friends of Beaman Memorial Public Library Endowment Fund In 1911, George Calvin Rice, a local farmer, presented the town of West Boylston with the option to purchase land for a new library in honor of his great-grandfather, Major Ezra Beaman. The plan was approved at town meeting, and the Beaman Memorial Public Library was opened to the public on September 6, 1912. The Friends group created this endowment for library programs and operations. Seven Hills Charter Public School Scholarship Fund Seven Hills Charter Public School prepares a diverse cross-section of Worcester children for success as students, workers, and citizens by providing them with a high-quality education through Grade 8. This Fund will provide college scholarships to eligible students who attended Seven Hills. Friends of Hope Cemetery Fund The Friends of Hope Cemetery was founded in 1991 by a group of concerned citizens who wished to assist the city of Worcester to protect and beautify an historic cemetery. Today, the Friends offer tours, lectures, bird walks, conservation workshops and Arbor Day activities. Preservation Worcester Endowment Fund The mission of Preservation Worcester is to maintain for future generations the sites and structures significant to the culture, history, and architecture of the city and to encourage excellence in future design. SCHOLARSHIP FUNDS Wallace D. and Dorothy M. Andrews Scholarship Fund Wallace and Dorothy Andrews have mentored many gifted young people to pursue their dreams and set high aspirations. This scholarship will assist African-American students to pursue college studies in science, mathematics and engineering. Mark W. Tripp Scholarship This scholarship was created by Ann, Elizabeth and Sam Tripp to honor their late husband and father. Awards will be made each year to a local student who has survived cancer or the death of an immediate family member. Leonard H. White Scholarship Fund The R.H. White family of companies remains as it began in 1923: devoted to the communities in which its customers and employees live and work. It is in this spirit that this scholarship has been created for children of employees to secure college education in the fields of engineering, construction, or business management. DISCRETIONARY and FIELD OF INTEREST Densmore Community Fund This fund will help to ensure that many of the cherished projects of Bill and Martha Densmore are supported. Worcester County Food Bank Fund to End Hunger The Food Bank has established this fund to raise awareness of the problem of hunger and to provide funds for programs and strategies that help to alleviate or reduce its causes. Grants may be used for the operating needs of the Food Bank’s Hunger-Free Network as well as for pilot projects and innovative strategies that promote systemic and sustainable solutions to the problem of hunger. Greater Worcester Community Foundation I 2011 ANNUAL REPORT 5 Henry B. and Jane K. Dewey Fund A young visitor enjoys a Family Day at the Worcester Art Museum, one of the organizations that Harry and Jane Dewey support through their donor advised fund. H arry and Jane Dewey established this donor advised fund in 1994 to support a variety of educational and community service programs. A lifelong Worcester resident and one of our founders, Harry describes its advantages: • Perpetuity: During our lives we can request payments to our favorite charities; after we are gone the fund will continue our pattern of giving. • Investment Acumen: With its large asset base, the Foundation can obtain sophisticated investment counsel. • Good Management: We have observed the competence of the Foundation leadership and are satisfied that it is excellent and will continue to be so. • Flexibility: Needs change and charitable organizations cease to be. With this fund adjustments can be made without incurring court expenses. • Community Solidarity: One of the pleasures in having a fund is the joy of joining many of our friends and hundreds of similarly motivated citizens in this effort to better our community. Donor Advised Funds These allow donors and their successors to actively recommend different organizations each year to receive grants. Argitis Family Fund (2004) Isabel K. Arms Fund (2005) Jane Bath Fund (2007) The JoAnn Waite Bennett Memorial Fund (2010) Olive I. and Anthony A. Borgatti Jr. Donor Advised Fund (1987) Bowditch & Dewey Fund (1990) Bozenhard Charitable Fund (2005) James C. and Glenna A. Brunner Memorial Fund (2011) NEW The Douglas P. Butler Fund (1998) George S. and Tammy Butler Fund (2007) Marcia Butzel Fund (2001) William R. and Janet A. Carrick Fund (1998) Wynne L. Chase Fund (1998) Maureen Logan Coghlin Fund (2001) Herbert B. and Jayne Cohan Fund (2000) Paul E. Cohan Fund (2000) The Dr. James J. Convery and Tracy A. Craig Fund (2009) Hugh W. and Harriet K. Crawford Fund (2004) Elizabeth A. Culhane Memorial Fund (2000) Jeanne Remillard Curtis Fund (1999) Rosemary Davis Memorial Fund (2000) Dana L. DeAngelis-McDonald Memorial Fund (2002) 6 Gene J. DeFeudis Fund (2005) Theodore and Marjorie M. Deitz Fund (1993) Martha L. and William P. Densmore Fund (1999) Henry B. and Jane K. Dewey Fund (1994) Morgan B. and Loretta R. Dewey Fund (2001) Carolyn Knight Dik Fund (1998) Ross and Lisa Dik Fund (1993) Barbara M. and Irving James Donahue Jr. Fund (1993) Lillian Knowles Eldred Fund of Pakachoag Church for the Support of Sacred Music (1999) Gordon Iver and Dorothy Brewer Erikson Fund (1996) Finnish American Social Club Fund (1998) Finnish Heritage Foundation Fund (1991) Francis A. Ford and Shirley A. Doyle Fund (2011) NEW John V. Frank Fund for Pomfret Area (2011) NEW Barbara H. Gaudette Fund (2007) Lillian R. Goodman & Mary K. Alexander Fund for Nursing Education & Research (1999) David R. and Rosalie A. Grenon Fund (1986) Newell and Betty Hale Fund (2001) Raymond P. Harold Memorial Fund (1982) Harris Family Fund (2001) Greater Worcester Community Foundation I 2011 ANNUAL REPORT Donor Advised Funds Offer Choice, Convenience and Connection At the Foundation’s February winter supper for donors, preservation artisan Sally Bowditch gave a talk about the restoration of the Hanover Theatre. D onors actively contribute to their community with a donor advised fund. You take a proactive, ongoing role in making grant recommendations that fulfill your charitable goals. You may also appoint successor advisors for one generation beyond yourself, and involve your children or other family members in continuing your philanthropy. Once this advising period end, your fund continues to fulfill your stated goals in perpetuity. The Foundation is one of the oldest and largest sponsors of donor advised funds in New England. Its services simplify your giving, handling all administration and tax reporting processes for a modest fee. The Foundation can also provide you with insights into community needs that help you increase the impact of your grants. And as active participants in grantmaking, donors often enjoy joining Foundation events and connecting with others who share their charitable interests. Donor Advised Funds (continued) The Hedin Family Memorial Emergency Fund (2007) Frances M. Herron Fund (1997) Gertrude Alice Johnson Fund (2002) William and Maureen Kelleher Charitable Fund (2008) W. David and Lee Norton Kelly Family Fund (2002) Kirby Foundation Fund (2007) Augusta H. Kressler, M.D. Fund (2002) George and Anna Krikorian Family Fund (1994) Lionel M. and Cynthia E. Lamoureux Fund (2000) The LaVigne Family Fund (1992) Anne A. Levine Fund (1995) Peter H. and Catherine H. Levine Fund (2007) Celeste and Dave Lionett Donor Advised Fund (2004) Lisi-Greene Fund (2004) MacLean Family Fund (2004) Marla Maykel Fund (2001) Charles H. McDonald Memorial Foundation (2005) C. Jean and Myles McDonough Fund (1988) Winifred Meany Killay and Matthew Meany Memorial Fund (2003) The Metzger Family Fund (2010) Barrett and Mahroo Morgan Donor Advised Fund (2008) James J. and Patricia A. Moynihan Donor Advised Fund (2003) John M. Nelson Fund (1990) Ernest Osterman Family Fund (2004) Pakachoag Church Fund for Human Understanding (1999) Arthur M. Pappas and Martha R. Pappas Donor Advised Foundation (2002) Pelletz Family Fund (2003) Town of Petersham Fund (1984) The Pyle Fund (1986) Paul and Fay Rossley Fund (1995) Salois Family Fund (2010) Donna R. C. and John E. Sansoucy Fund (2006) The SASA Fund (2011) NEW Charles E. Scott Community Fund (1997) Charles E. Soule Paul Revere Insurance Group Centennial Fund (1995) Stonewall Fund (2008) Candi Tiarks Cancer Research Fund (1996) Margaret and Gordon Torgersen Fund (2000) Traina Family Youth DevelopmentFund (1999) Tree Fund (2000) Trust in Kids Fund (1987) Amos E. and Ann Laura Wasgatt Fund (1997) Todd H. Wetzel Fund (1992) Whittier Family Charitable Gift Fund (2007) Glenda and Arthur Wolpert Fund (1999) Greater Worcester Community Foundation I 2011 ANNUAL REPORT 7 Marcia R. Katter Memorial Fund Even during her student teaching days at Quinsigamond Community College, Marcia Katter (1944–2000) demonstrated her abundant gifts as an early childhood educator. Soon she was directing her own program, the Trinity Lutheran Community Nursery School. Rather than turn away any child, Marcia awarded numerous scholarships to her young students. Marcia Katter (1944–2000), with her grandsons Jordan and Cody in August of 2000, was a beloved grandmother and early childhood educator. A recent grant from the Marcia R. Katter Memorial Fund purchased oversized books for pre-school children. When the Worcester Public Schools introduced its preschool program, Marcia became one of its teachers, while at the same time earning her master’s degree at Worcester State College. “This was an exciting and challenging period in my mother’s life, which she whole-heartedly embraced,” says her son, Kent P. Katter. In 2001, after his mother’s untimely death, Kent created this designated fund. “My mother would be proud that a fund in her name benefits the Worcester Public Schools preschool program. She was a kind, giving and loving person. This fund memorializes her and honors her 25-year teaching career.” Designated Funds Designated funds allow donors to name specific beneficiaries for annual support. Abby’s Empowerment Fund (2009) Hollis E. and Gwendolyn D. Alden Fund (1977) Clarence S. Arms Family Fund (1986) Elizabeth Trumbull Barton Fund (2004) Edward W. Bettke Scholarship Fund (2007) Barbara Allen Booth Fund (2001) Robert W. Booth Fund for the Worcester Historical Museum (2002) Bosler Humane Society Fund (1986) Bruce Breger Memorial Fund for BSA Troop 1 of Northboro (2010) H. Paul and Sara B. Buckingham III Fund (2000) Dr. and Mrs. Edward Budnitz Fund (1995) Polly C. and Joseph R. Carter Fund (1987) John P. Castagnetti Memorial Fund (2003) Central Massachusetts Disaster Relief Residue Trust Fund (1980) Richard and Deanna Charves Fund (2011) NEW Chesson Family Fund (1991) Charles P. Ciaffone and Rose B. Ciaffone Fund (2005) Martha A. Cowan Fund (1987) Hugh W. and Harriet K. Crawford Endowment Fund for the Pearle L. Crawford Memorial Library (2006) Ethel S. Cunningham Fund (1987) Henry B. and Jane K. Dewey Fund for Wellesley College (2007) Jane Kenah Dewey Abbot/Andover Fund (2007) Directors and Corporators Fund (1984) 8 Douglas Center Cemetery Preservation Fund (1999) Marjorie G. and Elmer E. Ellison Jr. Fund (2001) Gerald J. and Dallas M. Eydenberg Fund (2011) NEW The Norma Feingold Worcester History Prize Fund (2011) NEW Norma and Saul F. Feingold Joy of Music Fund (2006) Shirley Feldman Fund (2005) First Congregational Parish, Unitarian Fund (2006) First Unitarian Church Fund (2006) Patricia Fisher Fund (2006) Paris and Marion S. Fletcher Fund for United Way (1992) Lois B. and Robert F. Green Fund (2001) Newell Hale Memorial Fund (2003) Francis A. and Jacquelyn H. Harrington Fund for United Way (1992) Ginette Harrison, MD Memorial Fund (2002) Hendricks House Preservation Fund (1999) Honee A. Hess Partnership with Children Fund (1996) Robert G. and Eliza C. Hess Fund (1979) Holden Council on Aging/Senior Center Fund (2003) Jeppson Memorial Fund (1976) Marcia R. Katter Memorial Fund (2001) Lawrence M. and Augusta L. Keeler Fund (1997) Paul J. and Dorothy B. Kervick Fund (1996) Peter J. and Sophie Kosky Fund (1988) Max H. and Eloise A. Kuhner Memorial Fund (2005) Greater Worcester Community Foundation I 2011 ANNUAL REPORT Hollis E. and Gwendolyn D. Alden Fund D uring their lifetime, Hollis and Gwendolyn Alden gave to a set of institutions they admired through their own private foundation. After the couple died, their children decided to dissolve the foundation and replace it with this designated fund. Established in 1977, the fund contributes to the causes favored by the Aldens in perpetuity. Yet over 30 years, each of their original beneficiaries has undergone a merger, reorganization, or change in name and scope if not in mission. Faithful to the Aldens’ preferences, the Foundation navigates such inevitable changes and makes grants to the successors or contemporary equivalents of the original organizations. For example, Easter Seals Massachusetts receives gifts that formerly supported the Bay State Society for the Crippled and Handicapped. Grants once destined for Memorial Hospital and Worcester Hahnemann Hospital now benefit UMASS Memorial Foundation. Easter Seals Massachusetts is among the beneficiaries of the Hollis and Gwendolyn Alden Fund, which made an unrestricted grant to purchase innovative technology that engages teachers and students in interactive learning. Designated Funds (continued) The Peter H. Levine Fund (2010) Peter H. Levine and Catherine H. Levine Fund for the 1st Unitarian Church (2010) John W. Lund Fund (1993) The Lund Leadership Award (2010) The Lund Unitarian Church Fund (2011) NEW Frances F. Mansfield Fund (1996) Sandy C. Marks Jr. Biomedical Education Fund (2003) Sonia Werblin Masterman Fund (2001) Howard J. and Dorothy R. McGuiness Fund (2004) Millbury Public Library Endowment Fund (1991) Edward P. Miner and Dauphinais Park Endowment Fund (2003) Barrett and Mahroo Morgan Fund (2007) Vasiliky Strates Moschos Memorial Fund (2002) Rani P. and Haribabu Muddana, MD Fund (2001) C. Bradford and Elizabeth C. Newell Fund (1999) Norcross Heritage Fund (2004) Dr. Arthur and Dr. Martha Pappas Recreation Complex Fund (2009) Sarah Daniels Pettit and William O. Pettit Jr. Fund (1996) Paul M. Pezzella Fund in Memory of Patsy and Theresa Pezzella (1999) Pomfret Community School Arts Fund (2006) Lillian S. Pratt Fund (2007) The Hon. James F. Queenan Legal Services Fund (2011) NEW The John and Gloria Rauth Library Fund (2001) Arthur J. Remillard Jr. Fund (1993) Louise R. and John F. Reynders Fund (1987) Marvin Richmond Fund (1998) Chapin Riley Fund (2000) Katharine Higgins Riley Fund (1991) Rogers-Kennedy Memorial Fund (2003) Marion & Arthur Rossiter Fund for Evanglical Congregational Church (2011) NEW Saul A. Seder Fund (1991) H. Arthur Smith Designated Fund (1986) Khazma A. Soffan Memorial Fund (2000) Helen M. and Thomas B. Stinson Fund (2001) Robert and Helen E. Stoddard Fund for United Way (1999) Polly and Dick Traina Fund for Y.O.U., Inc. (2009) Mary Louise Wilding-White Fund (1978) Harold Davis Woodbury Fund (1987) Worcester Animal Rescue League Fund (2007) Worcester Art Museum Booth Family Fund for Education and Outreach (1999) Worcester Arts and Humanities Educational Collaborative Fund (2002) Worcester Engineering Society Fund (1989) Worcester Historical Museum Robert W. Booth Fund for Salisbury Mansion (1995) Worcester Street Tree Fund (2010) Worcester Tree Initiative Fund (2009) WTAG Christmas for Children Fund (2000) Greater Worcester Community Foundation I 2011 ANNUAL REPORT 9 Laurie C. Tinsley Scholarship Fund L aurie was a loving mother of seven boys and a dedicated teacher of children with special needs. When Laurie died in 1994, her husband David and his colleagues in life insurance created this scholarship to help college-bound high school graduates who are coping with the death or disability of a parent. “These kids may work second jobs to help their families make ends meet,” says David, “or stay home to care for younger siblings. We want to encourage them and let them know others are behind them at a challenging time.” David adds, “We’re very pleased to be part of the Foundation’s family of scholarships. We gain exposure to so many students and benefit from the wonderful administrative services the Foundation provides for scholarship funds.” The Laurie C. Tinsley Scholarship Fund honors this devoted mother of seven and dedicated teacher of children with special needs by awarding scholarships to college-bound high school graduates coping with the loss or disability of a parent. Scholarship Funds Scholarship funds provide financial aid to college students through the Foundation’s annual selection process. Wallace D. and Dorothy M. Andrews Scholarship Fund (2011) NEW Adolfo Arrastia Beacon of Light Scholarship Fund (2005) Helen and Chuck Arsenault Memorial Scholarship Fund (2000) Auburn Woman’s Club Fund (2000) AVID North Scholarship Fund (2004) Dennis Elroy Barry Memorial Scholarship Fund (2005) Belmont Street Community School Scholarship Fund (2000) Loretta J. Belval Scholarship Fund (2002) Bruce S. Bennett Fund for Community Journalism (2006) Mary Ann Binkoski Scholarship Fund (2011) NEW Mary and John Buckley Memorial Educational Fund (1998) The Edward Carien Scholarship Fund (2010) Carrick Foundation Scholarship (2000) Charlton PTO Fund (1999) Mary Connolly Memorial Scholarship Fund (1999) Melvin S. Cutler Fund (1986) December 3rd Scholarship Fund (1999) Admiral and Mrs. Louis E. Denfeld Scholarship Fund (2007) Santo J. and Ellen M. DiDonato Memorial Scholarship Fund (1999) Steve Drawbridge Memorial Fund (2008) John and Fran Duke Scholarship Fund (2004) Richard and Carol Dymek Scholarship Fund (2006) Joseph D. Early Scholarship Fund (2006) East Brookfield Scholarship (2007) Stephen G. Economos Scholar Athlete Fund (2007) Jeffrey S. Edinberg Memorial Scholarship Fund (2002) Elm Park Community School Scholarship Fund (1987) John N. Engelsted Fund (1982) 10 Fred and Leona Eppinger Scholarship Fund (2007) Mary R. Fedeli Memorial Scholarship Fund (2002) Anita and Nathaniel A. Feingold Scholarship Fund (1994) Norma and Saul F. Feingold Fund (1983) Finnish American Social Club Scholarship Fund (2003) Fitchburg Sportsmen’s Club Scholarship (2009) Earl P. Fontaine Memorial Scholarship Fund (2003) Marilyn M. and Russell J. Fox Scholarship Fund (2010) Marilyn M. and Russell J. Fox Scholarship Fund for Non-traditional Students (2010) Janet Fraser Scholarship Fund (1999) John F. Freeland Memorial Fund (2005) Friends of Rutland Heights Hospital Permanent Fund (1993) Judge and Mrs. William Garbose Fund (1998) Derek Gaudette Memorial Scholarship Fund (1995) General Scholarship Fund (1990) Matthew Gignac Memorial Scholarship Fund (1999) Robert P. Goulet Memorial Scholarship Fund (1998) Greg’s Grant Fund (1997) The Grynsel Educational Scholarship Fund (2006) Emil Haddad Jazz Scholarship Fund (2004) Joseph F. and Claire L. Halvey Scholarship Fund (2002) Marty Hastings Memorial Scholarship (2010) The Hedin Family Memorial Fund (2007) Maureen Henrickson Memorial Scholarship Fund (2004) Charles Hugo Community Service Award Fund (2007) Debbie Anne Johnson Memorial Fund (1993) Jenica Lynn Junnila Memorial Scholarship Fund (2000) Greater Worcester Community Foundation I 2011 ANNUAL REPORT Magee Family Education Fund Dale Magee, MD, and his wife, Melanie, grew up in New York State in families of modest means. Both were the first in their families to attend college, and Regents’ Scholarships funded their tuition to a state university. Those scholarships changed their lives. In 2003, the Magees established this fund to give talented young people in financial need the same opportunity. Each year’s recipient receives an award for full tuition at UMass Amherst. “The Foundation is a pleasure to work with,” says Dr. Magee. “Within a day, they set up the scholarship we had in mind and they take care of all the paperwork. I enjoy receiving updates on how the students are doing. As I hear about their accomplishments, I see the difference my dollars are making to young lives, which means the world to me.” Top: Recognizing the value of quality higher education as well as the importance of scholarship aid, each year Dale and Melanie Magee award a young person a full tuition scholarship at UMass Amherst through their Magee Family Education Fund. Left: UMass Amherst campus. Scholarship Funds (continued) Deborah A. Kaufman Scholarship Fund (1990) Lawrence M. and Augusta L. Keeler Scholarship Fund (1978) Bradford J. Kemp Scholarship Fund (2008) Leonard F. Leamy Scholarship Fund (2006) Leicester High School Football Alumni Scholarship Fund (2007) Leicester Samaritan Nursing Association Fund (1996) Mark MacPherson Lightbown Memorial Scholarship Fund (1980) Lincoln Village Scholarship Fund (2001) Mary Falby Logan and Francis Logan Jr. Scholarship Fund (2004) Lunenburg Opportunity Fund (1999) Daniel Stephen Lussier Athletic Scholarship (2010) L.W.V.O. Memorial Scholarship Fund (2010) Lieutenant James F. “Jay” Lyons, III Memorial Scholarship Fund (2001) Magee Family Education Fund (2003) Magee Family Scholarship Fund for UMass Amherst (2004) Frances F. Mansfield Scholarship Fund (1996) Howard J. and Dorothy R. McGuiness Scholarship Fund (2004) Anthony E. Mickunas Memorial Scholarship Fund (1987) Michael Minty Memorial Scholarship Fund (1988) Constantine Mina and Vasiliky Strates Moschos Scholarship Fund (2005) Anne Carey Murphy Memorial Scholarship Fund (2001) Nichols Academy Fels Scholarship Fund (2001) Nichols Academy Scholarship Fund (2001) Arnold and Sylvia Nylund Scholarship Fund (2001) Sarah Daniels Pettit and William O. Pettit Jr. Scholarship Fund (1996) Richard W. Pierce Fund (1985) Arthur J. Remillard Jr. Scholarship Fund (2001) Barbara Marks Rothschild Arts and Education Scholarship Fund (2004) Ida and Murray Rotman Scholarship Fund (1985) Andrew Sala Memorial Scholarship Fund (1998) Seven Hills Charter Public School Scholarship Fund (2011) NEW Herbert D. Sherwin Memorial Scholarship Fund (2004) William J. Short Scholarship Fund (2002) Alexander G. Simonatis Scholarship Fund (2004) Claudia Simonian Scholarship Fund (2007) John J. Simpson Jr. Memorial Fund (1993) Arthur J. Smith and Dorothy G. Smith Scholarship Fund (2005) Steelman Expository Writing Scholarship Fund (1999) Sylvia Gafvert Stubblebine Fund (1989) Swedish National Federation Fund (2001) Tahanto Regional High School Scholarship Fund (1997) Paul E. Tarkiainen Art Award Fund (1995) Kathleen Terry Memorial Scholarship Fund (2005) Robert Thomson Scholarship Fund (2009) Sumner B. Tilton Memorial Scholarship Fund (1985) Laurie C. Tinsley Scholarship Fund (2002) Tobin Family Fund (1999) Carmen Tobin Nursing Scholarship Fund (1995) Mark W. Tripp Scholarship (2011) NEW Webster Square Business Association Scholarship Fund (2002) Leroy Weiner Scholarship Fund (2000) Paul J. Westberg Memorial Scholarship Fund (2000) Leonard H. White Scholarship Fund (2011) NEW Mary Olive Wood Scholarship Fund (1992) Worcester Latino Coalition Scholarship Fund (1999) Worcester Swedish Charitable Association (2001) Worcester Woman’s Club Fund (1999) Greater Worcester Community Foundation I 2011 ANNUAL REPORT 11 Mary B. Grogan Fund for Youth Mary Grogan helped establish her town’s 4-H chapter, which served Millbury children for five decades. Yet generations of residents know her best as their high school Latin teacher and guidance counselor. “Mary Grogan was an icon,” says a former student, Frank Gagliardi, a CPA and president of the Millbury Historical Society. “She noticed my A’s in bookkeeping and suggested I consider accounting. I thank her every day.” Grantees of the Mary B. Grogan Fund for Youth include the Millbury Historical Society, which each year hosts second-graders at the town’s 1861 schoolhouse, as well as other education, nature and horticulture programs benefiting Millbury children. When the 4-H chapter closed, the Worcester County 4-H Foundation, Inc. sold its clubhouse and used its proceeds to create this fund, which supports programs for Millbury youth involving nature, horticulture or education. Grantees include a Historical Society program that brings second-graders to Millbury’s two-room schoolhouse, built in 1861. Dressed as a schoolmarm, an actress recreates a period classroom, complete with duncecap, slateboards and a switchstick. “The children really enjoy it,” says Frank. “Mary was a big influence on our town. She’s still helping us.” “Mary was a big influence on our town. She’s still helping us.” Field of Interest and Committee Advised Funds These provide support in areas specified by the donor and selected by Foundation distribution committees. Ruth and John Adam Fund (2000) African Heritage Institute Fund (1997) Andrew N. Ahlfors and Helmi E. Ahlfors Fund (2002) George I. Alden Education Fund (2010) Lois Anne Memorial Fund (1993) Fund for the Arts and Humanities (1993) Elkanah B. Atkinson Community and Education Fund (1986) The Auburn Foundation (2002) Olive I. and Anthony A. Borgatti Jr. Fund (1987) Robert S. and Helen A. Bowditch Fund (1990) Cancer Care and Research Fund (1991) John Carter “High Five” Youth Hockey Fund (1996) Central Massachusetts Health Standards Fund (1990) Child Wellness Fund (2001) Children’s Christmas Fund (1991) Barbara E. and William E. Christensen Fund (1998) Community Ministries Fund (2006) The Community Response Fund (2010) Fairman C. Cowan Fund (1995) 12 Lorraine Crepeau Fund (2006) Anna S. and Warren G. Davis Fund (1998) Rosemary Davis Environmental Preservation Fund (2001) Sarah B. and Dix F. Davis Fund (2002) Densmore Community Fund (2011) NEW Directors and Corporators Community Impact Fund (2007) Eliza D. and Cora J. D. Dodge Fund (1985) Environmental Grantmaking Fund (2002) Fairlawn Foundation Fund (1991) Fallon/OrNda Community Health Fund (1996) Friends of Learning in Killingly Fund (1998) GLBT Endowment Fund (2010) Mary B. Grogan Fund for Youth (2001) Greater Worcester Jaycees Fund (1997) Francis A. and Jacquelyn H. Harrington Human Services Fund (1992) Rosemary Marble Harris Fund (2001) Harriet Miller Hight Education Fund with the Association of Colored Peoples (1982) Robert M. and Carolyn G. Hyde Fund (1998) Greater Worcester Community Foundation I 2011 ANNUAL REPORT Class of 1966 FOLK (Friends of Learning in Killingly) Fund These Killingly educators and FOLK Fund grant recipients were recognized at a grantee reception for their innovation and commitment: (Standing, from left) Barbara Porter, Sandra Kelley, Gale Norman, Anne Vasbinder, Michael Wuescher, Jennifer Hawkins and Karen Kent. (Seated, from left) Arlene Gauthier, Julie Corden and Colleen Lugauskas The Thirty Year Class Reunion was a special one for some members of Killingly High School ‘66. They decided to pool their funds and invest together as a group in the schools they had attended as young children in Killingly, Connecticut. Through their FOLK Fund, the graduates support public education in their hometown, encourage innovation and curriculum enhancement, and inspire the love of learning in current and future generations of Killingly children. An Advisory Committee of ‘66 graduates recommends grant awards in response to teachers’ proposals. In 2011, the Fund supported projects related to bicycle safety, Killingly history and other topics as well as educational field trips. Field of Interest and Committee Advised Funds (Continued) Jeppson Memorial Fund for Brookfield (1976) Jiji’s Fund (1999) Bradford J. Kemp Fund (2008) Marian B. Kubelus and Marian Zell Nesbit Memorial Fund (1984) Max H. Kuhner and Eloise A. Kuhner Fund (2005) Leicester Savings Bank Fund (1997) Lund Pioneer Fund (2010) Main South Fund (1999) Micah Housing Corporation Fund (1981) Mini-Grants Fund (2002) James J. and Patricia A. Moynihan Fund (2003) Marc Needleman Memorial Fund (2000) Organization Assistance Fund (1996) Partnership Fund (1990) Christopher J. Paskell Memorial Fund (2004) The Practical Education Fund (2010) Providence & Worcester Railroad Company Fund (1991) Quota International of Worcester Fund (1998) Renaissance Award Fund (2004) John E. and Ethel E. Riley Outstanding Citizenship Award Fund (2010) Saint Vincent Healthcare Fund (1999) Norman L. and Dorothy A. Sharfman Fund (2004) Sumner Lee Sharfman Fund (1984) Shepherd Knapp School Fund (1979) Alice C.A. Sibley Fund (2004) Evelyn and Sumner Silver Fund (2007) H. Arthur Smith Fund (1986) Isaac Southgate Fund For Leicester (2010) Joseph A. Tosoni Fund (2002) Corinne Charron Turner Fund (1986) UniBank September 11th Emergency Personnel Education Fund (2002) Water and Land Stewardship Fund (2000) Curtis G. Watkins Education Fund (1995) Irving N. and Annabel Wolfson Fund (1998) Worcester County Deputy Sheriffs Association Fund (1999) Worcester County Food Bank Fund to End Hunger (2011) NEW Worcester Credit Bureau Fund (1992) Youth for Community Improvement Endowment Fund (2001) Youth Opportunity Fund (1981) Greater Worcester Community Foundation I 2011 ANNUAL REPORT 13 Robert W. Booth Fund in Memory of George F. Booth A father’s devotion to his community continues in perpetuity George F. Booth (1870-1955) was the premier newspaperman in Worcester during his long career as editor and publisher of the city’s leading newspapers. Known as “Mr. Worcester,” he was also a force in developing the city’s quality of life. He founded the city’s parks and playgrounds and helped set up the Community Chest, now the United Way of Central Massachusetts. Robert W. Booth honors his father George F. Booth in perpetuity with a named fund that gives the Foundation the discretion to make grants that meet pressing community needs. Established in 1988, the fund is a major resource for community betterment. In 1988, his son and heir Robert W. Booth established this discretionary fund in honor of his father with a $10 million gift that doubled the young Foundation’s assets. Grants from the Robert W. Booth Fund in Memory of George F. Booth include support for Worcester Public Schools students to visit Old Sturbridge Village and learn about life in the region during the 18 th century. “I had respect for the Foundation, and the more I learned about it, the more I liked it,” says Robert. “It would have been very foolish to set up my own foundation. I hope others will also take advantage of its flexibility and permanence. Its structure constitutes a set of eyes into community needs greater than any single person’s.” Discretionary Funds These funds provide support for changing community needs as determined by Foundation distribution committees. Nils Bjork Memorial Fund (1992) Robert W. Booth Fund in Memory of George F. Booth (1988) Elva E. and John J. Chisholm Fund (1989) Dr. Harold M. Constantian Fund (1997) Robert and Mary S. Cushman Fund (1978) Richard C. Daniels Fund (2001) Jean B. and Gilbert S. Davis Fund (1994) Frances S. and Francis H. Dewey III Fund (2010) Ruth H. and Warren A. Ellsworth Fund (1983) EMC Community Fund (2000) Charles H. Farnum Fund (2003) Marion Stoddard Fletcher Fund (1992) Founders Fund (1983) Samuel Frank Charitable Fund (1993) Esther and Howard G. Freeman Fund (1984) Garfield Berry Fund (1998) Ragnhild L. Gersdorf Fund (1994) Haskell and Ina Gordon Fund (1980) Margaret A. and Ralph H. Gowetz Fund (1990) Nathan and Barbara Greenberg Fund (1982) Margery M. and O. Vincent Gustafson Fund (1980) Raymond P. Harold Discretionary Fund (1982) 14 Orville Harrold Fund (2006) Bradley C. Higgins Fund (1982) Jeppson Memorial Fund (1976) Albert R. and Carolyn Jones Fund (1995) John F. and Rayna Keenan Fund (1994) Kesseli and Morse Company Fund (1998) Nancy and Michael Leavitt Fund (1984) Frances F. Mansfield Fund (1996) Barbara S. Massey Fund (2000) Marlene and David Persky Fund (1997) Ann J. and Richard Prouty Fund (1988) Melvin and Martha Rosenblatt Fund (1985) Seven Hills Youth Fund (1995) H. Arthur Smith Fund (1986) Spag’s Supply Fund (1986) Harry G. Stoddard Fund (1992) Estelle M. Sullivan Fund (2003) Gilbert H. Sundberg Fund (1987) D. Russell and Atsye S. Taft Fund (1992) Mr. and Mrs. Robert H. Wetzel Fund (1983) Robert J. and Anne C. Whipple Fund (1997) Worcester Executives Association - Dana DeAngelis McDonald Fund (2000) Greater Worcester Community Foundation I 2011 ANNUAL REPORT Agency Funds Help Nonprofits Secure Their Future Youth Opportunities Upheld, Inc. Fund S G Blackstone Valley Chamber of Commerce Education Foundation Fund usan Gately, executive director of Blackstone Valley Education Foundation, regards its agency endowment fund as a springboard for innovation. Among its programs is the Youth Leadership Academy, which draws students from all 10 of the region’s school districts. This year, the Foundation is launching a version of its leadership program for adults. uiding youth and families to a better future is the business of Youth Opportunities Upheld, Inc. (Y.O.U., Inc.). This child welfare and behavioral health organization runs more than 50 preventive and rehabilitative programs that serve more than 20,000 at-risk children, adolescents and families. Established in 1987, the Y.O.U. Inc. Agency Fund supports crucial services that complement its core programs. “Our fund enables us to better weather financial uncertainties as we launch major programs.” says Susan. “Donors to our fund enable us to enhance services that help our children and families,” says Maurice Boisvert, President and CEO, Y.O.U., Inc. We are building a base for our future through our fund, while helping the children and families we serve gain new knowledge and life skills they need to fulfill their potential.” The Education Foundation provides businesses and families in the Blackstone Valley with programs that connect work and learning, a catalyst to community development. These initiatives also include its Manufacturing Academy, STEMkids Conference and Humanities Scholars program. Agency Funds These funds are created by nonprofit organizations for their own benefit. Abby Kelley Foster House Fund (2008) American Red Cross of Central Massachusetts Fund (2000) Auburn Youth and Family Services Endowment Fund (2000) Father Miguel Bafaro Fund (1998) Barre Players Endowment Fund (1997) Boston Chinatown Neighborhood Center, Inc. Agency Fund (2011) NEW The Chin Tunn Fon Endowment Fund for BCNC (2011) NEW Big Brothers/Big Sisters Mentoring Fund (1999) Blackstone Valley Chamber of Commerce Education Foundation Fund (2005) Boys & Girls Club of Worcester Fund (2008) Camp Putnam Agency Fund (2011) NEW Janet Alden Carrick Memorial Fund for the East Douglas Cemetery (2006) Pearle L. Crawford Memorial Library Endowment Fund (2010) Douglas Historical Society Fund (2000) Dynamy Fund (1997) East Douglas Evergreen Cemetery Company Fund and Wallen Memorial Trust (2005) The Elm Park Center for Early Childhood Education Scholarship Fund (2006) Emmanuel Baptist Church Endowment Fund (1994) Lois S. Feldman Fund (1990) Friendly House Fund (2000) Friends of Beaman Memorial Public Library Endowment Fund (2011) NEW Friends of Gale Free Library 110th Endowment Fund (1998) Friends of Hope Cemetery Fund (2011) NEW Friends of Northbridge Elders Fund (1997) Friends of the Upton Town Library Fund (2007) Julie Chase Fuller Endowment Fund for Mechanics Hall (1989) Good Samaritan Mission Council Fund (2008) Roberta Gunn Fund for Board Development (2003) Jane Fund of Central Massachusetts Fund (2008) Joy of Music Program Beveridge and Frances Webster Endowment Fund (2000) Edward M. Kennedy Community Health Center Fund (1984) Latin American Health Alliance of Centeral MA Fund (2010) Lincoln Village Tenants Association Fund (1997) Master Singers of Worcester Fund (2007) Matthew 25 Funds (1997) National Memorial Trust Fund (1990) Preservation Worcester Endowment Fund (2011) NEW Rural Cemetery Fund (2006) South Worcester Neighborhood Center Growth Fund (1985) Tatnuck Brook Watershed Fund (1996) Temple Sinai Fund (2007) Touchstone Community School Fund (2005) United Way of Central Massachusetts Fund (1987) Women’s Initiative Fund in Honor of Lois B. Green (2009) Worcester Area Association for the Education of Young Children Fund (1998) Worcester County Law Library Trust Fund (1998) Worcester County Poetry Association Founders Fund (2002) Worcester County Poetry Association’s Gregory Stockmal Fund (2010) Worcester County Poetry Association’s Stanley Kunitz Award (2010) Worcester County Poetry Association’s Worcester Review Fund (2000) Worcester Historical Museum Fund (2002) Worcester Jewish Community Center Fund (2010) Youth Opportunities Upheld, Inc. Fund (1987) Greater Worcester Community Foundation I 2011 ANNUAL REPORT 15 Contributors In 2011, the Foundation received over $3.4 million in gifts— JoAnne Ciociolo Committee to Re-Elect Paul Clancy $1.1 million to create new named funds, and $2.3 million Constance Clark Clinton Savings Charitable Foundation contributed to existing funds. We list all of our contributors James Cloran here, and extend our sincere gratitude. Christos and Mary T. Cocaine Committee to Re-elect John J. Binienda Sr. Charitable Trust Contributors of $100,000 and Above John P. Binkoski James W. Coghlin Anonymous (2) Norman Bitsoli Ed Coleman George I. Alden Trust Karl N. Bjork College of the Holy Cross Boston Chinatown Neighborhood Center Blackstone Valley Chamber of Commerce J. Christopher Collins Pearle L. Crawford Memorial Library Education Foundation James E. and Margaret F. Collins Burton D. Morgan Foundation Alexi F. Bobolia Kathleen M. Comer United Way of Central Massachusetts Evelyn R. Bohlin Commerce Bank White Companies Charitable Trust George F. Booth II Community Harvest Project, Inc. Worcester County Food Bank Rachael S. Borr P. Kevin and Clare Condron Alfred J. and Lillian M. Bosio John Conte Contributors of All Other Gifts Anne M. Bourgeois Marjorie A. Cooper Anonymous (13) Sarah Ann Bowditch and Edmund and Elizabeth Cortellini A.P. Fish Company Lawrence J. Marinelli J.G. Cosgrove Abby’s House Carrie Bowler Donald Courtney Cecil L. Adderley III August W. J. Belle Bowman Tracy A. Craig and Dr. James J. Convery Robert S. Adler Charitable Trust Michael J. Crawford Jay and Myra Aframe Mary-Ellen Boyle Timothy B. Cremeens Robb B. Ahlquist Karin Branscombe Timothy P. Crimmins Jr. Cindy Aiken Patricia E. Bridgeo Frederick G. Crocker Jr. Patricia M. Albrecht Brigham Hill Foundation Jo Anne Cronin Patricia I. Alexander James B. Broadhurst Joan and Ralph Crowley Jr. Alliance for Community Trees Michael D. Brockelman CSX Corporation American Forests Denise H. Brookhouse Jeanne Y. Curtis* Bruce C. and June Anderson Walter F. and Helen A. Browne Leonard W. and Marjorie L. Cutler James A. Andreoli Elaine Bruso Jill C. Dagilis Wallace and Dorothy Andrews Barbara C. Buchan Edward Dalbec David P. Angel PhD Dawn and John Budd David F. Dalton Michael P. Angelini Christopher M. and Patricia R. Burke Darcy Design Construction, Inc. David Angilly Edward Burkinshaw Sean T. Davey Robert V. Antonucci Douglas P. Butler Aaron R. and Kristina E. Davis Rich and Wendy Ardizzone Elaine and Jack Cahill Dix F. and Sarah B. Davis Ann Marie Argitis Kathleen M. Callan Phillips S. and Laurel Davis Isabel K. Arms Henry Camosse Jr. Rebecca Davis Madeleine Yardley Arthur Camp Putnam Ronald S. Davis Sally Aspero James H. and Trudy J. Campbell Karen Delagorgendiere Atlas Distributing Inc. Wanda Cantlin Glenn C. DeMallie Deborah M. and Scott P. Aubrey Gail E. Carberry William P. and Martha L. Densmore Auburn Woman’s Club Nia Carignan June and Michael Derosier Auburn Youth & Family Services Ann E. Carlson Deutsche Bank Americas Foundation Edward M. Augustus Jr. The Carrick Foundation Henry B. Dewey Joycelyn Augustus William R. Carrick Henry and Helene DiCarlo Sallee A. Azzarone John P. Carrigan III Robert E. Dik Robert S. Bachelder Kirk and Price Carter Ross K. and Lisa F. Dik Joseph E. and Ginette A. Bailey Debbie and Charlie Cary Brendan Donahue Robert J. and Jean M. Bain Mark and Janet Castriotta Carol B. and James C. Donnelly Jr. Richard Ball Ray and Gloria Castriotta Sheilah H. Dooley Ellen B. Barber Nancy N. Caswell Patricia L. and Attila L. Dorogi Eileen Barrette Linda A. Cavaioli Philip R. and Marilyn D. Dowd Sherry Barry Central Massachusetts Area Health Joseph Dowgielewicz Thomas J. Bartholomew Education Center Nancy and Tim Doyle Bartosiewicz Family Francesco C. Cesareo Steve Drawbridge Memorial Fund John E. Bassett Brian M. Chandley Dresser & McGourthy, LLP Elaine Becker Chapin Riley Trust George L. Dresser Randy and Donna Becker Scott Chapman John P. Droogan Jr. Jessica Belsito Deanna and Richard Charves Francis X. Dufault Jr. Brian Beriau at Cabe Roofing Arthur E. Chase Heather and John F. Duke Jr. Dennis D. Berkey Harold R. Chesson Jr. John J. and Paula M. Dumas Constance S. Berry Carol L. and David A. Chester Ellen S. Dunlap and Frank Armstrong Sarah G. Berry Joy C. Child Maureen T. Dunn Henry W. Beth Henry and Elaine M.* Ciborowski Timothy Dupree Richard Bialecki 16 Greater Worcester Community Foundation I 2011 ANNUAL REPORT Rebecca and Liam Durkan Committee to Elect Joseph D. Early Jr. Christina D. Economos Phyllis Edinberg Virginia L. Ekblom Elder and Disability Law Advocates Ruth H. and Warren A. Ellsworth Foundation Ashley Erkoc Robert E. and Kathleen K. Evans Family Foundation Janis R. Eydenberg Fairhaven High School Class of ‘43 Dirk J. Falardeau Jennifer Falcon George C. and Linda Falk Fallon Community Health Plan Fantastic Pizza Barbara E. Fargo Margaret C. Farrey Richard Fates Edwin Fedeli Jr. Deborah Feingold and David Dimenstein Lainey Feingold and Randy Shaw Fund of Fidelity Charitable Gift Fund Norma and Saul F. Feingold Fund of Fidelity Charitable Gift Fund Saul F. Feingold Fels Family Foundation Committee to Elect Kimberly N. Ferguson Ronalda B. Fields James B. Filieo and Stacie Chandler Renee Finkel Julie Finlay Philip A. and Jacqueline L. Finn Donna M. Fiore Bruce A. and Janice Fisher Barbara M. Fitts John T. Flanagan and Family Lauren K. Fleming Allen W. Fletcher Justin L. Fletcher Mary F. and Warner S. Fletcher Matthew V. and Julie J. Fletcher Patricia A. Fletcher Fletcher Tilton, P.C. Annemarie Foley Paul Fontaine Francis A. Ford and Shirley A. Doyle E.E. Forero Lester Forgit David P. Forsberg Paul J. Fortin Don Frabotta John V. Frank Michael Freed Committee to Elect John Fresolo David Freylikhman Friends of Beaman Memorial Public Library Friends of Hope Cemetery Friends of Lieutenant Jay Lyons Memorial Scholarship Fund Friends of the Duke Family Scholarship Fund Janice L. and Mark W. Fuller Garabedian Plumbing and Heating Inc. Contributors Edward P. Gardella Dina R. and Gerald (Lee) Gaudette III Gayle Gaudreau Bruce Gaultney Ray Gauthier Stephen F. Gemelli Gerald Gendron Jeffrey T. Gendron George Russell Realty, LLC George’s Coney Island Audrey Georgules Michael Germain Robert E. and Patricia A. Ghilani Milt and Blossom Glassman Annette Gleason Gerald Gleich and Francesca Bang Goddard School of Science and Technology Dennis F. and Frances C. Gorman Lindsey P. Gorman Kevin and Heather K. Gould James F. Goulet Martha P. Grace John E. Graham Granite Telecommunications, LLC Martin J. Green Noreen and Ivan Green Barbara E. Greenberg Nancy J. and Benjamin A. Greene Ellen M. Gregus Christine L. Grenier David R. and Rosalie A. Grenon J. Michael Grenon The Grey Hound Pub William R. Grogan Cecelia Grynsel David P. and Elaine F. Gustafson Kenneth A. and Catherine E. Gustafson Gabrielle J. Gutierrez Jabián Gutiérrez Emily and Brian Guzas Abraham W. Haddad DMD Claire L. Halvey William and Sheila Hamilton Hanover Insurance Group Foundation William Hansen Carol F. Harley Phyllis Harrington Sandra Hautanen Ernest S. Hayeck John J. Healy Richard E. Hedin Michael Hennessy Robert J. Hennigan Jr. Bruce R. and Nancy E. Herholz Honee A. Hess Sharon E. Hobey and Rodger L. Comeau John E. Hodgson Patricia Correia Hoerter Karen Hogle Emily G. Holdstein John F. and Patricia A. Horgan Lisa L. Hugo Louise L. Hugo Kurt S. Hultgren Kathryn and James Hunter Wayne G. and Carmen C. Huntoon Margaret J. Hurley Nason A. Hurowitz IBPO 504 Police Officers Union Immanuel Lutheran Church Nick Inangelo Ann Marie Incutto Dennis L. and Maureen Irish Warren Jacobson James L. and Elaine C. Jardine Laurie A. and William H. Jeffery Robert D. Johnson Ruth and Eric Johnson Patricia L. Jones Susan Rees Jones and Anthony B. Bruno Junior Achievement of Central Massachusetts Pamela B. Kane and Roy T. Charette Katharine Kazis Kevin R. Kearney Anh-Dao K. Kefor Thomas H. and Elinor B. Keil Maureen M. Kelleher Victoria J. Kelley Mrs. James B. Kenary III Maureen Kennedy Robert M. and Mary T. Kennedy Edward H. Kimball Tara King Kirby Foundation John E. and Deborah L. Kissida Audrey Klein-Leach Knight-Dik Insurance Agency, Inc. Barbara C. Kohin Suzanne Kohin Marcy Kornreich Gail Weiner Korval Carol A. Kozlowski Joyce R. Kressler Denise Kush Neal and Linda Labaire Robert W. and Sybil LaBaire John and Maureen Labanca Cindy and Albert LaBarge Lionel M. and Cynthia E. Lamoureux Nancy Lane John Lannon and Family Mark LaPan Mark LaVigne Thomas P. LaVigne Lin Wai Law and Shan I. Wo Robert E. Layne Elaine Lazarus Jocasta K. Lazo Thuha T. Le Leader Sign Company Learning First Foundation Beatrice M. LeDoux Leicester High School Football Alumni Lisa Leidy Leitrim Pub Mal H. Lemeshow Leominster Credit Union Edward and Helen Lepkowski John and Janet Lepore Jordan Levy Patsy C. Lewis Robert G. Lian Liberty Movers, Inc. Ulrike R. Lies Marion L. Lightbown Ann T. Lisi and Joel P. Greene Christina and Michael Lochhead Linda Carre Looft Stephen and Valerie Loring Michael R. Lorusso Mónica Escobar Lowell Estate of John W. Lund Mickey and Janet Lussier Linda J. and Russell C. Luthman Jr James F. and Joan M. Lyons Keith A. MacNeal Margaret J. Mahoney Lesure Minh and Robert C. Mailloux Susan M. Mailman Paul M. Mainville Jonathan L. Mannina and Jennifer L. Ginsburg Thomas D. Manning Michael J. Marcy Michael J. Martin Steve Martin Cynthia L. and Orrin W. Mason Jr. Mass Liquors Massachusetts Port Authority Matthew 25, Inc. Maxwell Silverman’s Tool House Mayer Tree Service Kathy Mayo C. Jean and Myles* McDonough Mildred H. McEvoy Foundation Tim and Nadia McGourthy Committee to Re-Elect Jim McGovern Walter and Mindy McGovern William T. and Pamela D. McGovern McGuire Family Robert McLaren Terrence McMahon Committee to Elect Dennis P. McManus Bridget McNamee Shirley M. Medeiros Christopher G. and Jayne N. Mehne Ruth and Peter Metz Family Foundation Susan Middaugh Middlesex Savings Charitable Foundation Erwin H. Miller Catherine M. Mills Mirick O’Connell John O. Mirick Robert and Lola Moffatt Ann K. Molloy and Kenneth J. Stillman Charles F. Monahan Jr. Joan T. Monahan Nicole M. Mondor Warren and Roberta Monett Janet Wilson Moore Michael Moore Maureen Moorehouse Morgan Worcester, Inc. Gail M. Morgan and Bernard A. Lempicki Michael C. Moschos William G. Muller Frederic H. Mulligan Joan E. Murphy Laura H. Myers Greater Worcester Community Foundation I 2011 ANNUAL REPORT National Grid Christopher Nessen New England PBA 911 Jolene Newhouse Estate of Edmund L. Nichols Linda M. Noel Judith A. Norton Karen M. Nunley Christopher J. Oakland Committee to Elect Joseph C. O’Brien Joseph C. O’Brien Delia O’Connor Paul O’Connor Committee to Elect James O’Day Andrew B. O’Donnell Pamela A. and Nicholas E. Oliveri Harold and Susan Olson Connor O’Neill Gerald O’Neill Vincent F. O’Rourke Jr. E. Osterman Gas Service Ruth Osterman Kevin O’Sullivan The Paint Bar LLC Arthur M. and Martha R. Pappas Foundation Park Spirit of Worcester Teri Patriquin Thoru Pederson Pennywise Market Mandi Perle Perry R. Pero Anthony M. Petrone Virginia M. Petronio Joseph M. and Gayle A. Petty Paul M. Pezzella Lisa A. Piehler Stephanie Pierce Robert F. and Carole E. Pietro F. Mike Pinjuv State Farm Insurance Beverly A. and F. Mike Pinjuv Alan G. Pinsonneault Ingrid Pisano Cynthia and Stephen Pitcher Plante Committee Francis J. and Judith A. Polito Maureen Poti Shirley I. Prachniak Preservation Worcester Michael R. Preston Faith S. Proctor Christine M. Proffitt Protector Group Insurance Agency, Inc. Alicia Puliafico Kevin P. and Carrie Purcell Marjorie H. Purves James F. and Helen E. Queenan Mr. and Mrs. Joseph F. Quinn Kenneth Racicot Annette Rafferty Sheila R. Reid Reliant Medical Group Christopher Riberdy Dennis and Kelley Rice Christopher M. Rich Donald H. and Phyllis L. Rich John D. and Ruth E. Richards 17 Contributors James Ridick Elizabeth Riley Fred Riley Mary C. Ritter Rockin Rob’s Disc Jockey and Karaoke Services Rosamond Rockwell Melvin and Martha Rosenblatt Marion Rossiter-Smith* Paul and Fay Rossley Betsy Rotberg Richard Rotberg Linda Roth Steven and Julia Rothschild Elaina M. Roy Allen and Ruth Rubin Rural Cemetery and Crematory Francis J. Russell Kent Russell and Aisling Gaughan Edward E. Ryan lll Nancy H. Sala James M. Salois Joe and Joanne Salois William J. Sands Nancy C. Sanko Sansoucy Stone Inc. Donna R. C. and John E. Sansoucy Joseph R. and Brenda E. Santos Ralph F. Sbrogna Matthew E. Scafidi David L. and Roberta R. Schaefer Scott W. Schedin Paul Schlaikjer Eugene Schofield Steve Scott Paul F. Scully Carol L. Seager J. Robert Seder Seth Campbell Realty Group, LLC Jonathan B. Sewell Francis P. Shea Jay S. Sherwin and Rachel Lefkowitz Janet W. Short Betty and Ed Shuman Peter and Jeanne K. Shumrak Gerald M. and Theresa Shusas Philip O. Shwachman Matthew Silva Sa Evelyn B. and Sumner Silver GIFTS IN HONOR Children in Foster Care Tracy Craig Dogs Cilla and Roscoe Rachel and James J. Egan III Robert O. Hurwitz Ann and Wayne Junnila Jordan Levy Lily and Abigail Sgt. Mark Mercier US Army 101st Airborne Miriam Patrick Retired Worcester Firefighters 18 Marvin S. Silver John and Joann Simokonis Barbara Crabtree Simonetta Kim M. Simonian Mary and George Simonian Jr. Richard Simonian Lowerre and Edward Simsarian Michael J. Slein Joshua Lee Smith Richard P. Smith Robert L. and Paula A. Smith Ginger Snap David W. Snell and Margaret E. Kerr Stanley S. and Jolanta A. Sobiech Bernadetta Socha Paula Soper Ronald J. and Ann Soscia Anne M. Spellane James C. and Susan E. Spencer Rosemary Spillane Stephen O. and Margaret M. Sprague Becky St. Amand John St. Amand Philip G. and Joanne V. St. Martin St. Vincent Hospital Infusion Center Staff Robert P. Stalilonis and Angele M. C. Patenaude Staples Foundation For Learning David C. Steelman and Virginia Theo-Steelman Denise Steeves Diane Steeves Carolyn J. and Howard Stempler Sandra A. Stern Craig and Kelly Stimson Joseph N. and Charlene M. Stolberg Alan M. Stoll Jodie Stout Charlene D. and Ronald O. Stultz Jr. Janet E. Such Bill Sullivan Chrissy Sullivan Mary A. Sullivan Mr. and Mrs. Peter J. Sullivan William F. Sullivan Sun Life Financial Christine A. Sviklas Wendy Sweet Phillip, Ann and Kevin Swenson GIFTS IN MEMORY Axelina Asklina Bernie Bastardo Gerard Blanchette Anne Callan Wally Darnley Margaret Ann Duke Jeffrey Edinberg Sydelle Eisler Norma Feingold Raymond Fiore Frank & Bill Scott Gendron Robert Harley Blanche Hedin Randolph and Rosanna Swillo Peter E. Sykes Susan B. and Bruce A. Talmadge James Tawatao TaxMatters Inc J. Stephen Teasdale Temple Sinai Stephanie Tenczar Sheila L. and George W. Tetler III Thomas J. Woods Insurance Agency Brian W. Thompson Troy B. Thompson Sean J. Thornton Sumner B. Tilton Jr. David N. Tinsley Dorothy C. Tinsley TLC Pet Haven Mary S. Tonet Rich Toomey Stephen R. and Kathleen M. Toomey Lindsay A. and Stephen E. Tosi Touchstone Community School Robert C. and Lisa M. Towle Margaret W. Traina Tuyet Tran Sandra E. Travinski Ann K. Tripp Tri-Star Sportswear Philip A. and Josephine Truesdell Michael P. Tsotsis The Tuesday Night Group William F. Tully Jr. and Deirdre D. Stultz-Tully University of Massachusetts at Amherst Wayne M. Ushman Jodi and David Utter Family Raija Vaisanen Vanguard Charitable Endowment Carmen D. Vazquez Verizon Foundation JoAnne M. Vigliotti Wal-Mart Foundation William D. Wallace Angeline Walsh Jessi Walsh Warners Auto Body Paige Warren Carlton A. Watson Edward P. and Brenda K. Weathersbee Sandra Holmes Marion Houle Enrico Iannotta Albert C. Johnson Haiim Kavon Kermanian Lucille Layden Lorion & Derosier families Daniel Stephen Lussier Ben Scott Maxwell Harold May Bill Monahan Winnie Monahan Charlotte Nichols Omer and Virginia Greater Worcester Community Foundation Erin, Michael and Colleen Weatherstone Warren A. and Diane E. Weatherstone Charles S. Weiss Wells Fargo Foundation Mr. and Mrs. John S. Wells Meridith D. Wesby John R. Wetmiller Kenneth S. and Polly J. Whitestone Lucy and Harry Whitin III Donna L. and Henry R. Whittier Jr. Estate of Irving N. Wolfson Jack L. Wolfson Woman’s Club of West Boylston Sandra Wood Tammy Woodard and Genci Kadria David K. Woodbury Jay Woodman Woods Family Mr. and Mrs. John F. Woods Thomas J. Woods Worcester Administrative Officers’ Association Worcester Area Mission Society Worcester Area United Methodist Worcester County Deputy Sheriff Association Worcester County Poetry Association Worcester Credit Union Worcester Firefighters Local 1009 Worcester Jewish Community Center Worcester Police Officials Union Worcester Rugby Football Club Worcester Scale Company Worcester Youth Center WTAG Christmas for Children Mr. and Mrs. Richard A. Xenos Yesod Foundation Janice B. Yost Mark Youngworth Carol J. Yount Susan Zammarelli Robert Zibinskas Michael and Sandra Zorovich Marita Zuraitis *Deceased Every effort has been made to ensure the accuracy of this list. If we have made an error, please let us know. Greg Petronio of Lucky Dog Patsy and Theresa Pezzella Paul Pietrowicz David Rice Arthur Rossiter Marion Rossiter-Smith Ray Scherdell Alma Sjogren Florence Sjostedt Arthur J. Smith Dorothy G. Smith Spellane Parents Laurie C. Tinsley Ralph Tiscione Sr. I 2011 ANNUAL REPORT Richard P. Traina Alex Tremblay Earl Vancellette Paul Westburg Grants In 2011, more than $4.5 million, not including scholarship awards, was distributed to over 400 non-profits. Here is a complete listing of grantees, followed by the funding source. 15-40 Connection $5,000 James J. and Patricia A. Moynihan Donor Advised Fund A.P.P.L.E. Seed, Inc. $1,200 Jeppson Memorial Fund for Brookfield A Abby’s House $39,277 African Heritage Institute Fund Wynne L. Chase Fund Ethel S. Cunningham Fund Jeanne Remillard Curtis Fund Eliza D. and Cora J. D. Dodge Fund Fallon/OrNda Community Health Fund The LaVigne Family Fund C. Jean and Myles McDonough Fund Lillian S. Pratt Fund Access Community Action Agency $1,000 Newell and Betty Hale Fund African Community Education Program $42,250 Children’s Christmas Fund Discretionary Funds Norman L. and Dorothy A. Sharfman Fund Al-Hamra Academy $2,320 Khazma A. Soffan Memorial Fund All Saints Church Choir Alumni Association $10,000 A. Jane Fitzpatrick, M.D. and Edward F. Kilroy, M.D. Fund All Saints Episcopal Church $8,144 Community Ministries Fund A. Jane Fitzpatrick, M.D. and Edward F. Kilroy, M.D. Fund Sarah Daniels Pettit and William O. Pettit Jr. Fund Helen M. and Thomas B. Stinson Fund American Antiquarian Society $17,768 Elkanah B. Atkinson Community and Education Fund Jeanne Remillard Curtis Fund Henry B. and Jane K. Dewey Fund Gordon Iver and Dorothy Brewer Erikson Fund Jeppson Memorial Fund John M. Nelson Fund American Cancer Society $200 Paul E. Cohan Fund Paul and Fay Rossley Fund B American Red Cross of Central Massachusetts $25,281 Jeanne Remillard Curtis Fund Directors and Corporators Community Impact Fund Discretionary Funds David R. and Rosalie A. Grenon Fund Lionel M. and Cynthia E. Lamoureux Fund Peter H. and Catherine H. Levine Fund The Pyle Fund Bancroft School $59,793 Ruth and John Adam Fund Jeppson Memorial Fund Paul and Fay Rossley Fund Youth Opportunity Fund American Red Cross of Lee County $1,000 Hugh W. and Harriet K. Crawford Fund Becker College $38,000 Elkanah B. Atkinson Community and Education Fund Theodore and Marjorie M. Deitz Fund Fairlawn Foundation Fund George and Anna Krikorian Family Fund The Pyle Fund American Technion Society $1,000 Glenda and Arthur Wolpert Fund Animal Shelter, Inc. $5,000 Rosemary Davis Memorial Fund Anna Maria College $78,000 Maureen Logan Coghlin Fund Fairlawn Foundation Fund The LaVigne Family Fund Apple Tree Arts $5,000 Child Wellness Fund Arc of Quinebaug Valley $1,000 Newell and Betty Hale Fund Bare Hill Rowing Association $400 MacLean Family Fund Barton Center for Diabetes Education $500 David R. and Rosalie A. Grenon Fund Belmont St. Baptist Church $2,500 Community Ministries Fund Big Brothers/Big Sisters of Central Mass/ Metrowest $17,900 Morgan B. and Loretta R. Dewey Fund Marian B. Kubelus and Marian Zell Nesbit Memorial Fund Celeste and Dave Lionett Donor Advised Fund ART in the PARK, Worcester $7,500 Fund for the Arts and Humanities Big Brothers/Big Sisters of Massachusetts Bay $5,750 The LaVigne Family Fund ARTSWorcester $15,000 Discretionary Funds Kirby Foundation Fund Blackstone Valley Boys & Girls Club $6,000 Discretionary Funds Ashburnham Westminster Youth Hockey $467 John Carter “High Five” Youth Hockey Fund Assabet Valley Mastersingers $2,000 Discretionary Funds Assabet Valley Pastoral Counseling Center $2,900 Mini-Grants Fund Athol Area YMCA $3,000 Winifred Meany Killay and Matthew Meany Memorial Fund Bonita Springs Concert Band $100 Pelletz Family Fund Boothbay Harbor Memorial Library $942 Raymond P. Harold Memorial Fund Boothbay Railway Village $1,000 Paul and Fay Rossley Fund Boothbay Region Land Trust $500 Raymond P. Harold Memorial Fund Boothbay Region YMCA $2,100 Raymond P. Harold Memorial Fund Auburn Community Assistance Fund $100 The Hedin Family Memorial Fund Bosler Humane Society $1,968 Bosler Humane Society Fund Auburn Historical Society $3,000 The Auburn Foundation Boston Athenaeum Elkanah B. Atkinson Community and Education Fund Auburn Youth and Family Services $20,192 The Auburn Foundation Auburn Youth and Family Services Endowment Fund Discretionary Funds Audio Journal $12,000 Central Massachusetts Health Standards Fund Boston Lyric Opera $1,000 Newell and Betty Hale Fund Boston Poultry Exposition $499 John P. Castagnetti Memorial Fund Bottom Line $10,000 Shepherd Knapp School Fund Bowdoin College $100 Morgan B. and Loretta R. Dewey Fund Greater Worcester Community Foundation I 2011 ANNUAL REPORT 19 Grants Boys & Girls Club of Webster-Dudley $17,000 Fallon/OrNda Community Health Fund Bradford J. Kemp Fund Boys & Girls Club of Worcester $16,896 Boys & Girls Club of Worcester Fund Polly C. and Joseph R. Carter Fund Discretionary Funds David R. and Rosalie A. Grenon Fund Robert G. and Eliza C. Hess Fund Peter J. and Sophie Kosky Fund Sonia Werblin Masterman Fund The Pyle Fund Children’s Friend $44,978 Eliza D. and Cora J. D. Dodge Fund Fallon/OrNda Community Health Fund Paul J. and Dorothy B. Kervick Fund Louise R. and John F. Reynders Fund Youth for Community Improvement Fund Christ Episcopal Church, Leicester $1,000 Leicester Savings Bank Fund Christ Episcopal Church, Pomfret $844 Newell Hale Memorial Fund Church of Saint Luke the Evangelist $3,000 Discretionary Funds Bridge of Central Massachusetts $16,000 Marc Needleman Memorial Fund Church of the Nativity $779 Bruce Breger Memorial Fund for BSA Troop 1 of Northboro Brigham and Women’s Hospital $500 Glenda and Arthur Wolpert Fund City Mission Society of Boston $1,000 Whittier Family Charitable Gift Fund Brimfield Ambulance Service $300 Argitis Family Fund Broad Meadow Brook Wildlife Sanctuary $3,445 Leicester Savings Bank Fund City of Worcester Health and Human Services $31,000 Fallon/OrNda Community Health Fund Francis A. and Jacquelyn H. Harrington Human Services Fund Brookfield Ecumenical Food Pantry $766 Jeppson Memorial Fund for Brookfield City of Worcester Mayor’s Office $1,500 Mini-Grants Fund The Brookfield Fund $766 Jeppson Memorial Fund for Brookfield Claflin Hill Music Performance Foundation $5,000 Discretionary Funds Britney Gengel’s Poorest of the Poor Fund $2,000 George S. and Tammy Butler Fund Brookfield Police Department $2,000 Jeppson Memorial Fund for Brookfield Brookfield Unitarian Universalist Church $703 Chesson Family Fund Camp Putnam $10,000 Discretionary Funds C Cape Cod Center for the Arts $1,000 The LaVigne Family Fund Cleghorn Neighborhood Center $10,800 Discretionary Funds Youth for Community Improvement Fund Cape Cod Healthcare Foundation $5,000 The LaVigne Family Fund Clinton Hospital Foundation $100 Paul and Fay Rossley Fund Care Inc. $2,000 Whittier Family Charitable Gift Fund Coastal Maine Botanical Gardens $500 Raymond P. Harold Memorial Fund CASA Project $14,000 Eliza D. and Cora J. D. Dodge Fund Catholic Charities Worcester County $29,494 The Community Response Fund Fallon/OrNda Community Health Fund Center for Eye Research and Education $2,000 The Pyle Fund Central Massachusetts Housing Alliance $21,400 The Community Response Fund Discretionary Funds Centro Las Americas $15,000 Lorraine Crepeau Fund Discretionary Funds 20 Clark University $109,466 Ruth and John Adam Fund Bozenhard Charitable Fund Paul E. Cohan Fund Lois B. and Robert F. Green Fund John W. Lund Fund Paul and Fay Rossley Fund College of the Atlantic $250 Gordon Iver and Dorothy Brewer Erikson Fund Colleges of Worcester Consortium $4,000 The Practical Education Fund Colorado College $2,500 Kirby Foundation Fund Community Harvest Project $32,500 Anonymous Fund Lorraine Crepeau Fund Community Healthlink $116,812 The Community Response Fund Fairlawn Foundation Fund Fallon/OrNda Community Health Fund Francis A. and Jacquelyn H. Harrington Human Services Fund Frances F. Mansfield Fund Community Legal Aid $24,000 Bowditch & Dewey Fund Worcester Credit Bureau Fund Connecticut Farmland Trust Inc $1,000 Newell and Betty Hale Fund Connecticut Public Broadcasting $500 Newell and Betty Hale Fund Conservancy of Southwest Florida $100 Pelletz Family Fund Culture LEAP $1,500 Mini-Grants Fund Cystic Dreams Fund $250 Paul and Fay Rossley Fund Cystic Fibrosis Foundation $500 Paul and Fay Rossley Fund Cystic Fibrosis Research $200 Paul and Fay Rossley Fund Day Kimball Hospital $1,000 Newell and Betty Hale Fund Department of Children and Families Kids Fund $25,000 WTAG Christmas for Children Fund Diocese of Fall River $2,500 The LaVigne Family Fund Diocese of Worcester $1,511 Argitis Family Fund Paul J. and Dorothy B. Kervick Fund Discovery Museums $3,000 Discretionary Funds Dismas House of Central Massachusetts $15,000 Francis A. and Jacquelyn H. Harrington Human Services Fund Doctor Franklin Perkins School $2,682 Charles E. Soule Paul Revere Insurance Group Centennial Fund Dress for Success Worcester $11,700 Kirby Foundation Fund Corinne Charron Turner Fund Dynamy $4,000 The Practical Education Fund Eagle Hill Foundation of Mass. $500 Glenda and Arthur Wolpert Fund Greater Worcester Community Foundation D Dana Hall School $825 Hollis E. and Gwendolyn D. Alden Fund I 2011 ANNUAL REPORT E Grants East Douglas Evergreen Cemetery Company $12,216 Janet Alden Carrick Memorial Fund East Douglas Evergreen Cemetery Company Fund Wallen Memorial Trust Fund First Church Unitarian Universalist of Leominster $14,000 Discretionary Funds East Quabbin Land Trust $15,000 Town of Petersham Fund First Congregational Church of Shrewsbury $1,261 Frances F. Mansfield Fund Paul and Fay Rossley Fund Easter Seals of Massachusetts $1,825 Hollis E. and Gwendolyn D. Alden Fund David R. and Rosalie A. Grenon Fund EcoTarium $56,550 Elkanah B. Atkinson Community and Education Fund Jeanne Remillard Curtis Fund Rosemary Davis Memorial Fund Discretionary Funds Environmental Grantmaking Fund David R. and Rosalie A. Grenon Fund Mary B. Grogan Fund for Youth Kirby Foundation Fund Edward M. Kennedy Community Health Center $36,261 Shirley Feldman Fund Mini-Grants Fund Alice C.A. Sibley Fund Edward Street Child Services $70,375 Ruth and John Adam Fund George I. Alden Education Fund Margaret and Gordon Torgersen Fund First Congregational Church in Auburn $600 The Auburn Foundation F First Night Worcester $10,000 Discretionary Funds First Unitarian Church $26,800 Hollis E. and Gwendolyn D. Alden Fund Henry B. and Jane K. Dewey Fund First Unitarian Church Fund Peter H. and Catherine H. Levine Fund The Peter H. Levine and Catherine H. Levine Fund for the First Unitarian Church Barrett and Mahroo Morgan Fund John M. Nelson Fund Genesis Club $17,500 Olive I. and Anthony A. Borgatti Jr. Fund Fisher House Foundation $2,000 Whittier Family Charitable Gift Fund Fitchburg Art Museum $3,000 Olive I. and Anthony A. Borgatti Jr. Donor Advised Fund Florida Repertory Company $100 Celeste and Dave Lionett Donor Advised Fund Fort Ticonderoga Elkanah B. Atkinson Community and Education Fund Francis Ouimet Scholarship Fund $1,000 Amos E. and Ann Laura Wasgatt Fund Family Services of Central Massachusetts $1,000 John M. Nelson Fund Franklin W. Olin College of Engineering $100 Paul E. Cohan Fund Finnish American Reporter $2,202 Finnish American Social Club Fund Friendly House $28,750 Eliza D. and Cora J. D. Dodge Fund Francis A. and Jacquelyn H. Harrington Human Services Fund Traina Family Youth Development Fund Youth for Community Improvement Fund Finnish Heritage Society, Sovittaja $600 Finnish Heritage Foundation Fund First Baptist Church of Worcester $1,000 Trust in Kids Fund Friends of the Upton Town Library $3,000 Friends of the Upton Town Library Fund Gale Free Library $1,406 C. Bradford and Elizabeth C. Newell Fund Family Health Center of Worcester $131,936 Discretionary Funds Eliza D. and Cora J. D. Dodge Fund Fairlawn Foundation Fund Fallon/OrNda Community Health Fund Lisi-Greene Fund Finnish Center at Saima Park $600 Finnish Heritage Foundation Fund Friends of the Senior Citizens Association $4,000 The Auburn Foundation Fruitlands Museum $3,500 Discretionary Funds Fitchburg State University $150,000 Fairlawn Foundation Fund Elm Park Center for Early Childhood Education $2,200 Children’s Christmas Fund Mini-Grants Fund Friends of Sutton Elders $250 David R. and Rosalie A. Grenon Fund First Congregational Parish, Unitarian $2,043 First Congregational Parish, Unitarian Fund Fitchburg Cultural Alliance $8,000 Discretionary Funds Elder Services of Worcester Area $11,624 Eliza D. and Cora J. D. Dodge Fund H. Arthur Smith Designated Fund Harold Davis Woodbury Fund Friends of Institute Park $4,000 The Douglas P. Butler Fund Francis W. Parker Charter Essential School $6,000 Kirby Foundation Fund Friends of Gale Free Library $12,364 Friends of Gale Free Library 110th Endowment Fund Greater Worcester Community Foundation G Girl Scouts of Central and Western Massachusetts $3,172 The Auburn Foundation Robert G. and Eliza C. Hess Fund Celeste and Dave Lionett Donor Advised Fund Girls Incorporated of Worcester $23,222 Eliza D. and Cora J. D. Dodge Fund Robert G. and Eliza C. Hess Fund Mini-Grants Fund Donna R. C. and John E. Sansoucy Fund Youth for Community Improvement Fund Good Samaritan Mission Council $1,571 Good Samaritan Mission Council Fund Goodspeed Musicals $500 Newell and Betty Hale Fund Grafton Land Trust $742 Harris Family Fund Grafton Police Department $350 UniBank September 11th Emergency Personnel Education Fund Grand Banks Schooner Museum Trust $500 Paul and Fay Rossley Fund Greater Gardner Community Development Corporation $10,000 Curtis G. Watkins Education Fund Greater Worcester 32º Masonic Learning Center for Children $23,590 Polly C. and Joseph R. Carter Fund Norman L. and Dorothy A. Sharfman Fund Greater Worcester Habitat for Humanity MetroWest $12,000 Partnership Fund Greater Worcester Land Trust $7,500 Discretionary Funds Guideposts Foundation $2,000 The Pyle Fund I 2011 ANNUAL REPORT 21 Grants Habitat for Humanity of Lee County $3,000 Hugh W. and Harriet K. Crawford Fund House of Peace and Education $17,500 Discretionary Funds Habitat for Humanity of Northeast Connecticut $1,000 Newell and Betty Hale Fund Hyde School $2,000 Newell and Betty Hale Fund Harvard PTO $250 MacLean Family Fund H Harvard University Medical School $385 Lawrence M. and Augusta L. Keeler Fund Harvest Fair Committee $2,000 Leicester Savings Bank Fund I L Lakers Youth Hockey $316 Christopher J. Paskell Memorial Fund Immigration History Research Center $2,202 Finnish American Social Club Fund The Last Green Valley $1,000 Newell and Betty Hale Fund Interfaith Hospitality Network of Greater Worcester $10,000 Eliza D. and Cora J. D. Dodge Fund Latino Education Institute $55,500 Ruth and John Adam Fund Robert S. and Helen A. Bowditch Fund Mini-Grants Fund Italian-American Cultural Center $741 Paul M. Pezzella Fund in Memory of Patsy and Theresa Pezzella Health Education and Advocacy for Latinos $10,000 Jeremiah’s Hospice, Inc. $1,000 Francis A. and Jacquelyn H. Harrington Human The Pyle Fund Services Fund Jericho Road Project $5,000 Worcester Credit Bureau Fund Hearts for Heat, Leicester Chapter $1,208 Isaac Southgate Fund For Leicester Jewish Family Service of Worcester $9,000 Theodore and Marjorie M. Deitz Fund Henry Lee Willis Community Center $15,000 Irving N. and Annabel Wolfson Fund Harriet Miller Hight Education Fund with the Glenda and Arthur Wolpert Fund Association of Colored Peoples Mini-Grants Fund Jewish Federation of Central Massachusetts Youth for Community Improvement Fund $4,500 John Woodman Higgins Armory Museum $17,191 Samuel Frank Charitable Fund Elkanah B. Atkinson Community and Pelletz Family Fund Education Fund Jewish Federation of Palm Beach County $2,000 Ross and Lisa Dik Fund Glenda and Arthur Wolpert Fund Mini-Grants Fund Mary Louise Wilding-White Fund Jewish Healthcare Center $2,250 Worcester Credit Bureau Fund Theodore and Marjorie M. Deitz Fund Pelletz Family Fund Hillel House at UMass Amherst $500 Glenda and Arthur Wolpert Fund Joshua Hyde Public Library $1,139 Charles P. Ciaffone and Rose B. Ciaffone Fund Hillside School $6,367 H. Arthur Smith Designated Fund Joy of Music Program $41,612 Jeanne Remillard Curtis Fund Historic Deerfield Norma and Saul F. Feingold Joy of Music Fund Elkanah B. Atkinson Community and David R. and Rosalie A. Grenon Fund Education Fund Joy of Music Program Beveridge and Frances Webster Endowment Fund Historic New England $300 Augusta H. Kressler, M.D. Fund Newell and Betty Hale Fund Mini-Grants Fund Hobart and William Smith Colleges $1,500 Paul and Fay Rossley Fund Newell and Betty Hale Fund Worcester Credit Bureau Fund Holy Name Central Catholic Junior/Senior High Judicial Watch $100 School $500 Bozenhard Charitable Fund David R. and Rosalie A. Grenon Fund Killingly Central School $800 Home for Little Wanderers $2,000 Friends of Learning in Killingly Fund Whittier Family Charitable Gift Fund Killingly High School $800 Homes for Our Troops, Inc. $500 Friends of Learning in Killingly Fund Donna R. C. and John E. Sansoucy Fund Killingly Intermediate School $1,350 HOPE Coalition $12,500 Friends of Learning in Killingly Fund Andrew N. Ahlfors and Helmi E. Ahlfors Fund Killingly Memorial School $250 Horizons for Homeless Children $8,000 Friends of Learning in Killingly Fund Eliza D. and Cora J. D. Dodge Fund J K 22 Lahey Clinic $500 Paul and Fay Rossley Fund Greater Worcester Community Foundation Lee Memorial Health System Foundation $1,000 Hugh W. and Harriet K. Crawford Fund Leicester Council on Aging $5,000 Leicester Savings Bank Fund Leicester Police Department $3,000 Leicester Savings Bank Fund Leicester Public Library $5,000 Leicester Savings Bank Fund Leicester Summer Concert Series Committee $3,000 Leicester Savings Bank Fund Let’s Get Ready $15,000 Discretionary Funds Lincoln Village Tenant’s Association $3,000 Lincoln Village Tenants Association Fund Literacy Project, Inc. $15,000 Discretionary Funds Literacy Volunteers of Greater Worcester $32,000 Discretionary Funds Norman L. and Dorothy A. Sharfman Fund LMS Sports Boosters $6,000 Leicester Savings Bank Fund Loxahatchee Club Scholarship Foundation $1,000 The LaVigne Family Fund Lutheran Social Services of New England $27,500 Discretionary Funds Lymphoma and Leukemia Society $100 Paul E. Cohan Fund M Main South Community Development Corporation $7,500 Marian B. Kubelus and Marian Zell Nesbit Memorial Fund Maine Sea Coast Missionary Society $250 Gordon Iver and Dorothy Brewer Erikson Fund Marie Anne Center $3,000 Community Ministries Fund I 2011 ANNUAL REPORT Grants Massachusetts Audubon Society $26,205 The Auburn Foundation Rosemary Davis Memorial Fund Martha L. and William P. Densmore Fund Environmental Grantmaking Fund Max H. Kuhner and Eloise A. Kuhner Fund Massachusetts College of Pharmacy and Health Sciences $15,500 Fairlawn Foundation Fund David R. and Rosalie A. Grenon Fund Massachusetts Eye and Ear Infirmary $500 Gordon Iver and Dorothy Brewer Erikson Fund Massachusetts Foundation for the Humanities $500 Margaret and Gordon Torgersen Fund Montachusett Opportunity Council $15,000 Joseph A. Tosoni Fund New Hope, Inc. $18,000 Eliza D. and Cora J. D. Dodge Fund Montachusett Regional YMCA $2,500 Discretionary Funds North Brookfield Youth Center $12,000 Discretionary Funds Morgan Memorial Goodwill Industries $4,000 Whittier Family Charitable Gift Fund North County Land Trust $4,000 Environmental Grantmaking Fund Morris Animal Foundation $500 Whittier Family Charitable Gift Fund North Quabbin Citizen Advocacy $8,000 H. Arthur Smith Fund MorseLife Foundation $1,000 Glenda and Arthur Wolpert Fund Northbridge Council on Aging $5,000 Lorraine Crepeau Fund Mount Grace Land Conservation Trust $6,500 H. Arthur Smith Fund Northwestern University $100 Paul E. Cohan Fund Mt. Desert Island Hospital $500 Gordon Iver and Dorothy Brewer Erikson Fund Notre Dame Academy $3,000 Bozenhard Charitable Fund The Pyle Fund Music Worcester $11,759 Jeppson Memorial Fund Kirby Foundation Fund Barrett and Mahroo Morgan Donor Advised Fund Todd H. Wetzel Fund Massachusetts General Hospital $14,600 Elkanah B. Atkinson Community and Education Fund Gordon Iver and Dorothy Brewer Erikson Fund Newell and Betty Hale Fund Glenda and Arthur Wolpert Fund Oak Hill Community Development Corporation $27,500 Discretionary Funds Micah Housing Corporation Fund MY TURN $10,000 Joseph A. Tosoni Fund Massachusetts School of Professional Psychology $200 Pelletz Family Fund Mystic Seaport $3,000 Hugh W. and Harriet K. Crawford Fund Matthew 25, Inc. $8,466 Discretionary Funds Matthew 25 - Holden Fund Howard J. and Dorothy R. McGuiness Fund Merrick Public Library $1,500 Jeppson Memorial Fund for Brookfield Middlebury College $250 Todd H. Wetzel Fund Middlesex School $409 Lawrence M. and Augusta L. Keeler Fund Millbury Historical Society $200 Mary B. Grogan Fund for Youth Millbury Memorial Jr./Sr. High School $700 Mary B. Grogan Fund for Youth Millbury Public Library $2,085 Rosemary Davis Memorial Fund Mary B. Grogan Fund for Youth Millers River Watershed Council $4,000 Environmental Grantmaking Fund Mohegan Council Boy Scouts of America $6,334 Polly C. and Joseph R. Carter Fund Rosemary Davis Memorial Fund Environmental Grantmaking Fund Robert G. and Eliza C. Hess Fund Montachusett Interfaith Hospitality Network $13,000 Eliza D. and Cora J. D. Dodge Fund O National Multiple Sclerosis Society RI Chapter $250 Paul and Fay Rossley Fund N National Parks Conservation Association $500 Whittier Family Charitable Gift Fund Nativity School of Worcester $16,500 Jeanne Remillard Curtis Fund James J. and Patricia A. Moynihan Fund Whittier Family Charitable Gift Fund NCH Healthcare Foundation $250 Gordon Iver and Dorothy Brewer Erikson Fund Old Sturbridge Village $30,200 Argitis Family Fund Elkanah B. Atkinson Community and Education Fund Discretionary Funds Operation Outreach-USA $1,800 Rosemary Davis Memorial Fund Our Father’s House, Inc. $15,000 Eliza D. and Cora J. D. Dodge Fund Our Lady of Providence Roman Catholic Church $1,000 Community Ministries Fund P Pakachoag Church, U.C.C. $8,537 Lillian Knowles Eldred Fund of Pakachoag Church for the Support of Sacred Music Pakachoag Church Fund for Human Understanding NEADS/Dogs for Deaf and Disabled Americans $33,218 Lorraine Crepeau Fund Rosemary Davis Memorial Fund Martha L. and William P. Densmore Fund Katharine Higgins Riley Fund Pakachoag Music School of Greater Worcester $6,000 Discretionary Funds NEADY Cats $2,500 Rosemary Davis Memorial Fund PAT Youth Hockey $178 John Carter “High Five” Youth Hockey Fund Christopher J. Paskell Memorial Fund New England Business Associates $7,200 Discretionary Funds New England Historic Genealogical Society $250 Gordon Iver and Dorothy Brewer Erikson Fund New England Homes for the Deaf $9,812 Elkanah B. Atkinson Community and Education Fund Quota International of Worcester Fund Greater Worcester Community Foundation Pan-Massachusetts Challenge $200 MacLean Family Fund Pekes and Pals Canine Rescue $100 Celeste and Dave Lionett Donor Advised Fund Performing Arts of Northeast Connecticut $4,500 Newell and Betty Hale Fund Max H. Kuhner and Eloise A. Kuhner Fund I 2011 ANNUAL REPORT 23 Grants Pernet Family Health Service $31,925 Eliza D. and Cora J. D. Dodge Fund Fallon/OrNda Community Health Fund David R. and Rosalie A. Grenon Fund Gertrude Alice Johnson Fund Mini-Grants Fund Traina Family Youth Development Fund Quinsigamond Village Community Center $3,000 Mini-Grants Fund R Rachel’s Table $17,000 Francis A. and Jacquelyn H. Harrington Human Services Fund Rainbow Child Development Center $16,400 Children’s Christmas Fund Rosemary Davis Memorial Fund Discretionary Funds Petersham Friday Market $1,000 Town of Petersham Fund Petersham Historical Society $20,000 Town of Petersham Fund Planned Parenthood League of Massachusetts $5,000 Kirby Foundation Fund Pleasant Street Neighborhood Network Center $14,300 Mini-Grants Fund Providence & Worcester Railroad Company Fund Polus Center for Social & Economic Development $6,944 Lund Pioneer Fund Pomfret Community School $1,622 Pomfret Community School Arts Fund Rangeley Region Health Center $250 Paul and Fay Rossley Fund Positive Futures Network $1,000 Martha L. and William P. Densmore Fund Pregnant and Parenting Teen Program $35,000 Discretionary Funds Fallon/OrNda Community Health Fund Preservation Worcester $9,000 Discretionary Funds Mini-Grants Fund Rectory School $500 Newell and Betty Hale Fund Q Refugee and Immigrant Assistance Center $12,000 Discretionary Funds Regatta Point Community Sailing $7,500 Discretionary Funds Sarasota Orchestra $190 Paul E. Cohan Fund Regional Environmental Council $23,500 Mini-Grants Fund Worcester Credit Bureau Fund Youth for Community Improvement Fund Save The Children $1,000 Newell and Betty Hale Fund Rural Cemetery and Crematory $12,937 Elizabeth Trumbull Barton Fund St. Andrews Hospital $1,500 Raymond P. Harold Memorial Fund Quinebaug Valley Community College Foundation $5,000 Newell and Betty Hale Fund St. Anne’s Human Services $2,500 Gene J. DeFeudis Fund Quinsigamond Community College Foundation $34,000 Fairlawn Foundation Fund Shepherd Knapp School Fund Carmen Tobin Nursing Scholarship Fund 24 S Saint John’s High School $2,000 Argitis Family Fund Amos E. and Ann Laura Wasgatt Fund St. Anne and St. Patrick Parish $3,000 Argitis Family Fund Senior Citizen Club of Leicester $2,000 Leicester Savings Bank Fund Seven Hills Foundation $1,613 Polly C. and Joseph R. Carter Fund The LaVigne Family Fund Paul and Fay Rossley Fund Rodale Institute $400 Whittier Family Charitable Gift Fund Quabbin Regional High School $3,000 Youth for Community Improvement Fund Quinebaug Valley Council for the Arts and Humanities $860 Olive I. and Anthony A. Borgatti Jr. Donor Advised Fund St. Peter’s Parish $3,000 Community Ministries Fund Traina Family Youth Development Fund Salvation Army $8,600 Samuel Frank Charitable Fund Celeste and Dave Lionett Donor Advised Fund The Pyle Fund Whittier Family Charitable Gift Fund St. Andrew Lutheran School $166 Edward W. Bettke Scholarship Fund Problem Pregnancy of Worcester $1,500 Maureen Logan Coghlin Fund Gertrude Alice Johnson Fund St. Paul Cathedral $3,500 Lois Anne Memorial Fund Salisbury Singers $1,500 Discretionary Funds Rehabilitative Resources, Inc. $4,000 Rosemary Davis Memorial Fund Pomfret School $3,000 Newell and Betty Hale Fund St. Patrick Catholic Church $5,000 The LaVigne Family Fund Salem Community Corporation $300 Bozenhard Charitable Fund Celeste and Dave Lionett Donor Advised Fund Rangeley Lakes Heritage Trust $100 Paul and Fay Rossley Fund Phillips Academy $804 Jane Kenah Dewey Abbot/Andover Fund St. Mary Parish $2,000 Gene J. DeFeudis Fund Shrewsbury Public Library $1,500 Olive I. and Anthony A. Borgatti Jr. Donor Advised Fund Society for the Preservation of New England Antiquities Elkanah B. Atkinson Community and Education Fund South High Community School $10,000 Greater Worcester Jaycees Fund South Worcester Neighborhood Improvement Corporation $2,111 South Worcester Neighborhood Center Growth Fund St. Joseph and St. Pius X Parishes $5,000 Leicester Savings Bank Fund Southeast Asian Coalition of Central Massachusetts $75,500 Discretionary Funds Fallon/OrNda Community Health Fund Norman L. and Dorothy A. Sharfman Fund Youth for Community Improvement Fund St. Joseph’s Church $500 Traina Family Youth Development Fund Spanish American Center $12,500 Discretionary Funds St. Joseph’s Indian School $1,238 Patricia Fisher Fund Special Olympics Florida $2,000 The LaVigne Family Fund St. George’s School $250 Todd H. Wetzel Fund Greater Worcester Community Foundation I 2011 ANNUAL REPORT Grants Spectrum Health Systems $10,000 Fallon/OrNda Community Health Fund Starhawks Youth Hockey $276 Christopher J. Paskell Memorial Fund Straight Ahead Ministries, Inc. $3,000 The Pyle Fund Susan G. Komen for the Cure Massachusetts $100 MacLean Family Fund Temple Emanuel $2,870 Paul E. Cohan Fund Theodore and Marjorie M. Deitz Fund Pelletz Family Fund T Temple Sinai $29,100 Temple Sinai Fund UMass Dartmouth Foundation $500 Paul J. Gramling Memorial Scholarship Fund for Compassionate Caregiving UMass Memorial Foundation $37,411 Hollis E. and Gwendolyn D. Alden Fund Dr. and Mrs. Edward Budnitz Fund Fallon/OrNda Community Health Fund Lawrence M. and Augusta L. Keeler Fund Peter J. and Sophie Kosky Fund Max H. and Eloise A. Kuhner Memorial Fund C. Bradford and Elizabeth C. Newell Fund Lillian S. Pratt Fund Paul and Fay Rossley Fund H. Arthur Smith Designated Fund Candi Tiarks Cancer Research Fund Harold Davis Woodbury Fund UMass Memorial Health Care, Inc. $4,052 The Peter H. Levine Fund Tenacity $10,000 Discretionary Funds United Services, Inc. $500 Newell and Betty Hale Fund Thayer Memorial Library $6,905 Rosemary Davis Memorial Fund Thompson Ecumenical Empowerment Group $2,000 Newell and Betty Hale Fund The 300 Committee $300 Paul and Fay Rossley Fund Town of Auburn $73,550 The Auburn Foundation Dr. Arthur and Dr. Martha Pappas Recreation Complex Fund Town of Boothbay Harbor Footbridge Fund $200 Paul and Fay Rossley Fund Town of Palm Beach United Way $1,200 Glenda and Arthur Wolpert Fund Trinity Chapel $500 MacLean Family Fund United Way Lee, Hendry & Glades $13,000 Hugh W. and Harriet K. Crawford Fund United Way of Central Massachusetts $165,652 Elkanah B. Atkinson Community and Education Fund Jeanne Remillard Curtis Fund Henry B. and Jane K. Dewey Fund Paris and Marion S. Fletcher Fund David R. and Rosalie A. Grenon Fund Francis A. and Jacquelyn H. Harrington Fund Arthur J. Remillard Jr. Fund Robert and Helen E. Stoddard Fund United Way of Central Massachusetts Fund University of Massachusetts Graduate School of Nursing $20,750 Fairlawn Foundation Fund Lillian R. Goodman and Mary K. Alexander Fund for Nursing Education and Research University of Massachusetts Medical School $100,000 Argitis Family Fund Fairlawn Foundation Fund Trinity Lutheran Church $28,205 Community Ministries Fund Jeppson Memorial Fund Tri-Valley, Inc. $7,500 Eliza D. and Cora J. D. Dodge Fund Trustees of Reservations $1,200 Elkanah B. Atkinson Community and Education Fund Whittier Family Charitable Gift Fund Tufts University Cummings School of Veterinary Medicine $5,000 Rosemary Davis Memorial Fund Twin Cities Community Development Corporation $15,000 Discretionary Funds U.S. English Foundation $100 Bozenhard Charitable Fund U University Park Campus School $1,750 Traina Family Youth Development Fund Uxbridge Fire Department $700 UniBank September 11th Emergency Personnel Education Fund Valley Residents for Improvement, Inc. $20,000 Fairman C. Cowan Fund Venerini Academy $3,000 Gene J. DeFeudis Fund V Visitation House, Inc. $1,000 Gertrude Alice Johnson Fund VNA Care Network and Hospice $7,500 Discretionary Funds VSA Arts of Massachusetts $5,000 Discretionary Funds Walther Lutheran High School $166 Edward W. Bettke Scholarship Fund Wellesley College $3,112 Elkanah B. Atkinson Community and Education Fund Henry B. and Jane K. Dewey Fund for Wellesley College W WGBH Educational Foundation $3,500 Henry B. and Jane K. Dewey Fund Newell and Betty Hale Fund Paul and Fay Rossley Fund Whitin Memorial Community Center $10,958 Discretionary Funds Marjorie G. and Elmer E. Ellison Jr. Fund Lawrence M. and Augusta L. Keeler Fund Whitinsville Social Library $1,495 Lawrence M. and Augusta L. Keeler Fund The John and Gloria Rauth Library Fund Wildlife Rehabilitators Association of Massachusetts $5,000 Rosemary Davis Memorial Fund Windham County 4-H Foundation $1,000 Newell and Betty Hale Fund Woodstock Academy $1,000 Newell and Betty Hale Fund Wonders await visitors of all ages at the EcoTarium, where displays and educational activities invite exploration of science and nature, from the New England landscape to outer space. Foundation grants support this beloved Worcester institution and its mind-expanding programs. Greater Worcester Community Foundation I 2011 ANNUAL REPORT 25 Grants Worcester Academy $30,066 George S. and Tammy Butler Fund Morgan B. and Loretta R. Dewey Fund David R. and Rosalie A. Grenon Fund Chapin Riley Fund Paul and Fay Rossley Fund Worcester County Horticultural Society $158,737 Elkanah B. Atkinson Community and Education Fund H. Paul and Sara B. Buckingham III Fund Polly C. and Joseph R. Carter Fund Sarah Daniels Pettit and William O. Pettit Jr. Fund Worcester Tree Initiative Fund Worcester Animal Rescue League $15,931 Rosemary Davis Memorial Fund Donna R. C. and John E. Sansoucy Fund Worcester Animal Rescue League Fund Worcester Art Museum $178,613 Bozenhard Charitable Fund H. Paul and Sara B. Buckingham III Fund Martha A. Cowan Fund Theodore and Marjorie M. Deitz Fund Henry B. and Jane K. Dewey Fund David R. and Rosalie A. Grenon Fund Honee A. Hess Partnership with Children Fund Jeppson Memorial Fund Kirby Foundation Fund Barrett and Mahroo Morgan Donor Advised Fund Barrett and Mahroo Morgan Fund Louise R. and John F. Reynders Fund Marvin Richmond Fund Chapin Riley Fund Helen M. and Thomas B. Stinson Fund Worcester Art Museum Booth Family Fund for Education and Outreach Worcester County Mechanics Association $24,050 Bozenhard Charitable Fund Julie Chase Fuller Endowment Fund for Mechanics Hall Paul and Fay Rossley Fund Worcester Center for the Performing Arts $2,000 Mini-Grants Fund Worcester Chamber Music Society $8,500 Olive I. and Anthony A. Borgatti Jr. Donor Advised Fund Discretionary Funds Mini-Grants Fund Worcester Regional Research Bureau $7,700 Discretionary Funds Worcester Regional Research Bureau Fund Worcester Regional Science & Engineering Fair $500 Worcester Engineering Society Fund Worcester Roots Project $12,000 Mini-Grants Fund Sumner Lee Sharfman Fund Worcester County Poetry Association $9,800 Fund for the Arts and Humanities Worcester County Poetry Association Founders Fund Worcester County Poetry Association’s Worcester Review Fund Worcester State Foundation $21,750 Olive I. and Anthony A. Borgatti Jr. Donor Advised Fund Fairlawn Foundation Fund Lillian R. Goodman and Mary K. Alexander Fund for Nursing Education and Research Worcester Cultural Coalition $15,000 Discretionary Funds Worcester Technical High School $624 Saul A. Seder Fund Worcester East Side Community Development Corporation $10,000 Discretionary Funds Worcester Youth Center $13,750 Ross and Lisa Dik Fund The Pyle Fund Youth Opportunity Fund Worcester Education Collaborative $12,500 Discretionary Funds Worcester Film Works $2,500 Mini-Grants Fund Worcester Center for Crafts $12,466 Louise R. and John F. Reynders Fund Youth Opportunity Fund Worcester Public Schools $34,311 Rosemary Davis Memorial Fund Marcia R. Katter Memorial Fund Norman L. and Dorothy A. Sharfman Fund Worcester Foundation for Biomedical Research $2,835 Hollis E. and Gwendolyn D. Alden Fund Theodore and Marjorie M. Deitz Fund Frances F. Mansfield Fund Worcester Historical Museum $126,058 Elkanah B. Atkinson Community and Education Fund Barbara Allen Booth Fund Worcester Common Ground $15,000 Robert W. Booth Fund for the Worcester Discretionary Funds Historical Museum The Norma Feingold Worcester History Worcester Community Action Council $26,000 Prize Fund Eliza D. and Cora J. D. Dodge Fund Worcester Historical Museum Fund Francis A. and Jacquelyn H. Harrington Human Worcester Historical Museum Robert W. Booth Services Fund Fund for Salisbury Mansion Worcester Community Housing Resources Worcester Interfaith $7,500 $20,000 Discretionary Funds Discretionary Funds Worcester Jewish Community Center $19,298 Worcester County Food Bank $5,217 Worcester Jewish Community Center Fund Jeanne Remillard Curtis Fund Howard J. and Dorothy R. McGuiness Fund Worcester Polytechnic Institute $2,000 John M. Nelson Fund Worcester Public Library Foundation $5,343 Clarence S. Arms Family Fund Rosemary Davis Memorial Fund Worcester Youth Orchestras $2,900 The Auburn Foundation World Vision $2,000 Whittier Family Charitable Gift Fund Y Y.O.U., Inc. $34,095 Dynamy Fund - 25th Reunion Fallon/OrNda Community Health Fund Polly and Dick Traina Fund for Y.O.U., Inc. YMCA of Central Massachusetts $44,863 Anonymous Fund Polly C. and Joseph R. Carter Fund Barbara E. and William E. Christensen Fund Discretionary Funds Fallon/OrNda Community Health Fund YMCA of Greater Hartford $34,000 Newell and Betty Hale Fund YouthNet $17,500 Discretionary Funds YWCA of Central Massachusetts $41,050 The Community Response Fund Anna S. and Warren G. Davis Fund Eliza D. and Cora J. D. Dodge Fund Traina Family Youth Development Fund YWCA/Daybreak Resources for Women & Children $10,500 Carolyn Knight Dik Fund Eliza D. and Cora J. D. Dodge Fund Some grant amounts withheld by donor request. 26 Greater Worcester Community Foundation I 2011 ANNUAL REPORT The Acorn Society Linda V. Carlson Romano, who has served as a volunteer on the Foundation’s Scholarship and Outreach Committees, recently retired as a legal administrative assistant at the law firm Mirick O’Connell where she learned of the methods available to people who want to make a difference. When it came time to update their own wills, Linda and her husband, Albert J. Romano Jr., created a provision for a bequest to Greater Worcester Community Foundation. Their gift will create three funds in their names: Acorn Society members since 2002, Albert and Linda Romano enjoy attending donor gatherings such as the annual Winter Supper. The Linda V. Carlson Romano and Albert J. Romano Jr. Funds - one for discretionary grants, one for endowed scholarships, and a fund for a youth tennis program through the local YMCA. “It gives us great pleasure to perpetuate our gift to future generations and offer the joys of education and tennis to others.” The Acorn Society recognizes those who have made plans to leave a gift to the Foundation after their lifetimes. You are invited to join the roster of Acorn Society members by naming the Foundation as a beneficiary of a gift through your will or estate plan. With a bequest of $10,000 or more, you can establish a named fund that will endow your annual giving. Your planned gift may provide you with significant tax advantages. As an Acorn Society member, you will be invited to special events and Insights Tours, which bring donors and service providers together to explore issues critical to our region. We are deeply grateful to every member of the Acorn Society, including those who prefer to remain anonymous. Your legacy strengthens your community. 2011 Acorn Society Members Anonymous (10) Robert S. Adler Isabel K. Arms Edward W. Bettke Mark P. Bilotta and Henry O. Ritter Brian L. and Betty G. Bjurling Maurice J. and Pamela K. Boisvert Cushing C. Bozenhard Douglas P. Butler Kenneth F. and Nancy Candito Richard P. Coonan Jeanne Y. Curtis * Dix F. and Sarah B. Davis Elizabeth O. Dean * James S. Demetry Henry B. and Jane K. Dewey Robert E. Dik Ross K. and Lisa F. Dik Richard and Carol Dymek Barbara M. Fitts Warner S. Fletcher Gerald and Jane Freed New Dina R. and Gerald (Lee) Gaudette III Rodney M. Glasgow Jr. Dennis F. and Frances C. Gorman Susanne E. Gray and Ernest Osterman David R. and Rosalie A. Grenon Claire L. Halvey Richard E. Hedin Nason A. Hurowitz and Martha P. Grace Sona Husisian Forrest A. and Shirley H. Jacobs Frances and M Howard Jacobson Kenneth R. and Patricia L. Jones Pamela B. Kane and Roy T. Charette New David P. Leach and Audrey Klein-Leach Catherine H. Levine Margaret D. Lincoln Ann T. Lisi Mónica Escobar Lowell Barbara B. and Raymond E. Morin Frederic and Victoria Mulligan John M. and Linda Nelson Vincent J. Osterman Greater Worcester Community Foundation Sarah D. Pettit Bonnie M. Prescott James F. and Helen E. Queenan New John A. and Gloria W. Rauth Mary C. and William J. Ritter Susan and C. Reid Roberts Linda Carlson Romano and Albert J. Romano Jr. Scott and Lois Rossiter Paul and Fay Rossley Sally S. Schenck Evelyn B. Silver Laurence J. and Alison D. Specter David C. Steelman and Virginia Theo-Steelman Joseph N. and Charlene M. Stolberg New Cynthia P. Strub New Cynthia C. Taylor Laurie D’Amico Tigan New Sumner B. Tilton Jr. Richard B. and Edith W. Wolf New David K. Woodbury Kimball R. Woodbury *Deceased in 2011 I 2011 ANNUAL REPORT 27 Financials An overview of 2011 G reater Worcester Community Foundation takes great care to ensure that the philanthropic contributions given to us will endure and grow on behalf of the community. Donor gifts are invested in a commingled pool governed by a disciplined strategy that is intended to both preserve capital and improve the availability of spendable funds to meet our grant and program commitments. We attempt to manage risk through extensive diversification. Among our investments are high-yield bonds, international equities, and various sectors including emerging markets, flexible capital, global macros, and inflation hedging strategies. The 2011 Investment Luncheon for Donors featured a presentation by Prime Buchholz & Associates principal consultant Jeffrey R. Croteau, who was introduced by investment community volunteer chairman, Tom Bartholomew. Growing Your Gift For years ended 12/31 $250,000 $200,000 The chart at left, Growing Your Gift, illustrates the change and increase in the market value of a $100,000 gift invested in our portfolio over a 16-year period. $150,000 $100,000 $50,000 $0 In 2011, the Foundation maintained its total return spending policy and set a maximum payout of 4% for grants from permanently restricted endowment funds. This approach allows spending of a fixed rate of total market value including realized and unrealized gains and enables the investment managers to maximize overall investment return, incorporating growth and income strategies, while minimizing the impact of market fluctuations. It is our aim that over many years and decades, this disciplined approach will support an increase in our capacity. Since 1995 the Foundation portfolio has grown by 7.4 percent annually. '96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 The lower chart describes our asset classifications and target allocation. The detailed investment policy and up-todate performance evaluations are available by calling the Foundation office. Target Allocation Diversified Inflation Hedges 10% High Yield 5% Liquid Capital 2% Global Long-Only 36% Absolute Return 14% Global Long-Short 8% Real Estate 4% Core Bonds 21% 28 The Foundation’s audited financial statements and independent auditor’s report as of December 31, 2011 and 2010 were prepared by Alexander, Aronson, Finning & Co., P.C. , certified public accountants, and are available on request and online www.greaterworcester.org. Greater Worcester Community Foundation I 2011 ANNUAL REPORT Financial Statements Years ended December 31, 2011 and 2010. Full financial statements are available upon request. Consolidated Statements of Financial Position 2011 2010 ASSETS Cash $ Investments Split interest agreements 446,529 Pledges receivable 79,109 117,194,817 1,674,563 1,760,307 - 1,149,228 Remainder interest in real estate Property held for sale $ 112,089,976 1,307,129 - 305,000 630,000 Property and equipment, net 80,605 50,623 Other assets 61,205 86,044 TOTAL ASSETS $ 115,965,007 $ 120,950,128 $ 695,250 $ 186,400 838,613 LIABILITIES AND NET ASSETS LIABILITIES Distributions payable Accounts payable and accrued expenses 74,095 Split interest obligations 966,039 62,151 Funds held as agency endowments 11,510,297 10,485,781 TOTAL LIABILITIES 13,245,681 11,572,945 NET ASSETS Unrestricted – operating reserves 981,732 925,509 Unrestricted – appreciation (depreciation) on permanently restricted net assets (2,208,224) (1,131,449) Total unrestricted (1,226,492) Temporarily restricted 23,827,785 TOTAL NET ASSETS $ TOTAL LIABILITIES AND NET ASSETS $ Permanently restricted (205,940) 29,752,047 102,719,326 $ 109,377,183 115,965,007 $ 120,950,128 80,118,033 79,831,076 Consolidated Statements of Activities 2011 2010 REVENUES Investment returns net of agency endowments $ Contributions net of agency endowments Change in value of split interest agreements Change in value of remainder interest in real estate (2,235,806) 11,399,942 2,898,883 (213,170) 104,598 150,872 114,375 79,749 220,942 Other support Total revenues $ 1,755,665 (462,690) 14,738,740 EXPENSES Distributions net of agency endowments 4,896,688 Operating expenses 1,298,478 1,277,442 6,195,166 5,555,583 (6,657,856) 9,183,157 Total expenses Changes in net assets NET ASSETS, beginning of year NET ASSETS, end of year Greater Worcester Community Foundation 4,278,141 109,377,183 $ 102,719,326 I 2011 ANNUAL REPORT 100,194,026 $ 109,377,183 29 Committees APPOINTED COMMITTEES Audit Committee Ellen S. Dunlap Gerald (Lee) Gaudette III Dennis F. Gorman George W. Tetler III Auditor: Alexander, Aronson, Finning & Co., PC Distribution Committee Gerald M. Gates Steven G. Joseph Linda C. Looft Nadia McGourthy Anne M. O’Brien Scott Rossiter Tuyet Tran Donor Stewardship Committee Ann Marie Argitis Benjamin Craver Henry B. Dewey Ross K. Dik Saul F. Feingold Gerald (Lee) Gaudette III Katherine H. Metzger Marla Maykel Pyle Scott Rossiter R. Joseph Salois Margaret W. Traina Governance Committee Pamela K. Boisvert Ellen S. Dunlap Gerald (Lee) Gaudette III Gail T. Randall Mary C. Ritter R. Joseph Salois Investment Committee Thomas J. Bartholomew William R. Carrick James E. Collins Dix F. Davis Warner S. Fletcher Abraham W. Haddad DMD Timothy M. Jarry Jeffrey S. Solomon GRANTMAKING COMMITTEES Nonprofit Support Center Advisory Committee Mark P. Bilotta Ann E. Carlson Ellen S. Dunlap Timothy J. Garvin Patsy C. Lewis Ann T. Lisi Frederic H. Mulligan Stephen M. Pitcher Kent dur Russell Matt Wally Carlton A. Watson Charles S. Weiss Professional Advisor Network Jay Z. Aframe Michael J. Bollus Janet L. Bousquet Michael D. Brockelman David M. Brunelle Joel A. Buthray Joy C. Child Tracy A. Craig David M. Dimenstein Dorothy A. Dimitri George L. Dresser Dennis F. Gorman J. Michael Grenon Patricia L. Jones Donald O. Maloney Jr. Charles Manoog Michael J. Martin John F. Merrill Ann K. Molloy Timothy J. O’Malley Neil F. Petersen Jr. Marvin S. Silver Joseph N. Stolberg Daniel Tinsley Anne E. Wales The Auburn Foundation Advisory Committee Patricia Bukoski Rev. Robert Fenby Julie Jacobson Arthur Pappas Martha Pappas Susan Pappas Thomas Turco Community Ministries Advisory Committee Rev. Robert S. Bachelder Rev. Louis G. Bond Rev. Laura Goodwin Robert Hallock Sandra Longvall-Johnson Susan Swanberg Rev. Richard Whitefleet-Smith Rev. Dan Wilson Fairlawn Foundation Mary Aleksiewicz Robert Anderson Karl Bjork Ann Carlson John Duggan MD N. Lynn Eckhert MD Shelley Hall Robert Lian Fallon/OrNda Community Health Fund Advisory Committee Dexter Bailey Mark P. Bilotta Dix F. Davis Dorista J. Goldsberry Maryellen O’Brien Gary L. Segal Kelsa Zereski Mary B. Grogan Fund for Youth Advisory Committee Peter F. Keenan Jr. Elaine Loehmann Mary Lou Mulhane Jeppson Memorial Fund for Brookfield Advisory Committee James W. Allen Michelle Breuer Amy Law Lydia M. Lucas Christine McManus Leicester Savings Bank Fund Advisory Committee Marjorie A. Cooper Steven P. Corley Paul A. Fontaine Karl E. Gumpright Cynthia R. LaPointe James O’Donnell Paul R. Rossley Water and Land Stewardship Fund Advisory Committee Henry W. Beth Brendan Donahue Allen W. Fletcher Stephen F. Gemelli Gail Morgan Paul Schlaikjer Donna Williams Youth for Community Improvement Alexandra Ambrose Nicole Burshan Zulma Chavez Meagan Costello Shaina Lo Eryl MacConnell Natacha Mateo John Oliveras Tiana Padgett Priscilla Rivera Maggie Smith Kris Toomey Angel Winston Consultant: Jeffrey R. Croteau, Prime Buchholz & Associates Nominating Committee Kirk Carter Ross K. Dik Mónica E. Lowell Scott Rossiter Kent Russell Joshua Lee Smith Carolyn Stempler Distribution Committee members Pam Kane (staff), Gerald Gates, Nadia McGourthy, Steven Josephs, Lois Smith (staff), Scott Rossiter, Anne O’Brien and Linda Looft. 30 Friends of Learning in Killingly (FOLK) Advisory Committee Janice Ahola-Sidaway Christopher M. Burke Susan Rees Jones Ralph E. LaChance Paul D. Lefrancois Richard N. Rust Timothy J. Schmidt Paul R. Theroux Cathy E. Wade Greater Worcester Community Foundation I 2011 ANNUAL REPORT Corporators Corporators are voting members of the Foundation and are chosen because of their dedication to the community. As a body, the membership is responsible for electing other Corporators and the Board of Directors at the annual meeting. Many Corporators also serve on Foundation committees. Lawrence J. Abramoff Robert C. Achorn Sara Trillo Adams Robert S. Adler Jay Z. Aframe Robb B. Ahlquist Bruce C. Anderson Robert J. Anderson James A. Andreoli David P. Angel Michael P. Angelini Robert V. Antonucci Ann Marie Argitis Robert S. Bachelder Joseph F. Barbato Jr. Richard C. Barry Thomas J. Bartholomew John E. Bassett Matthew Beaton Dennis D. Berkey Sarah G. Berry Henry W. Beth Mark P. Bilotta Janet A. Birbara Maurice J. Boisvert Pamela K. Boisvert James Bonds Sr. Melinda Boone George F. Booth II Sarah Ann Bowditch Cushing C. Bozenhard Karin Branscombe Michael D. Brockelman Denise H. Brookhouse Paula A. Brouillette Matthew A. Brunell H. Paul Buckingham III John H. Budd Douglas P. Butler Henry Camosse Jr. Gail E. Carberry Esteban V. Cardemil Jennifer Davis Carey Ann E. Carlson William R. Carrick Kirk A. Carter Deborah D. Cary Matilde Castiel Linda A. Cavaioli Francesco C. Cesareo Harriette L. Chandler Brian M. Chandley Harold R. Chesson Jr. Joy C. Child Elaine M. Ciborowski * James W. Coghlin J. Christopher Collins James E. Collins Michael F. Collins P. Kevin Condron Marjorie A. Cooper Ken Crater Benjamin Craver Michael J. Crawford John W. S. Creedon Timothy P. Crimmins Jr Frederick G. Crocker Jr. Ralph D. Crowley Jr. Maritza Cruz Jeanne Y. Curtis* Jill C. Dagilis Dix F. Davis Laurel A. Davis Daniel de la Torre Jr. Richard W. Dearborn Gene J. DeFeudis William P. Densmore Henry B. Dewey Morgan B. Dewey Ross K. Dik David M. Dimenstein Iliana D’Limas Brendan Donahue James C. Donnelly Jr. Francis X. Dufault Jr. Ellen S. Dunlap David M. Dunn N. Lynn Eckhert Stephen J. Erickson Barbara E. Fargo Richard J. Fates Saul F. Feingold Peter S. Fellenz Gerald Fels Emily R. Ferrara Deborah Finch Allen W. Fletcher Mary F. Fletcher Warner S. Fletcher Terence R. Flotte Jack L. Foley Paul A. Fontaine David P. Forsberg Howard G. Freeman Mark W. Fuller Gerald M. Gates Gerald (Lee) Gaudette III Bruce Gaultney Stephen F. Gemelli Lisa Kirby Gibbs Lawrence J. Glick Dorista J. Goldsberry Dennis F. Gorman Martha P. Grace John E. Graham Martin J. Green Barbara E. Greenberg David N. Grenier David R. Grenon J. Michael Grenon Veronica M. Griffin John Gusha Jabián Gutiérrez Abraham W. Haddad James H. Harrington Ernest S. Hayeck John J. Healy Jeannie Hebert John Herron Jr. Honee A. Hess John E. Hodgson Emily G. Holdstein W. Patrick Hughes Kathryn Zingg Hunter Michael E. Huppert M Howard Jacobson Timothy M. Jarry Frances E. Jewers-Langille Patricia L. Jones Kevin R. Kearney Alison C. Kenary Richard B. Kennedy Robert M. Kennedy Priscilla Short Kerr Mary E. Kett Jean A. King Judith Kirk Audrey Klein-Leach Barbara C. Kohin Joyce R. Kressler Agnes E. Kull * Leonid Kustanovich Deborah L. Larsen Thomas P. LaVigne Robert E. Layne Thuha T. Le Patsy C. Lewis Joseph Lian Jr. Robert G. Lian Linda Carre Looft Stephen B. Loring Mónica Escobar Lowell Susan M. Mailman Thomas D. Manning Michael J. Martin Pamela A. Massad Tod Masterman C. Jean McDonough Michael C. McFarland Nadia McGourthy Greater Worcester Community Foundation Linda M. McGowan Robert McLaren Cynthia M. McMullen Christopher G. Mehne Donald R. Melville John F. Merrill Barbara W. Merritt Peter Metz Erwin H. Miller John O. Mirick Ann K. Molloy Charles F. Monahan Jr. Janet Wilson Moore Maureen Moorehouse Barrett Morgan Gail M. Morgan Laurance S. Morrison James J. Moynihan William G. Muller Frederic H. Mulligan Thomas V. Murray Jr. Laura H. Myers Leopoldo Negrón Cruz Robert Z. Nemeth AiVi Nguyen John G. O’Brien Joseph C. O’Brien Andrew B. O’Donnell David R. Ojerholm Vincent F. O’Rourke Jr. Vincent J. Osterman Kevin O’Sullivan Martha R. Pappas Thoru Pederson Deborah A. Penta Neil Petersen Michael Peterson Sarah D. Pettit Paul M. Pezzella Lisa A. Piehler Cynthia N. Pitcher John W. Polanowicz Karyn E. Polito Christine M. Proffitt Richard L. Pyle Raymond Quinlan Candace A. Race Hilda Ramirez Scott R. Reisinger Wendy J. Rickles Mary C. Ritter Sarai Rivera Melvin Rosenblatt Scott Rossiter Paul R. Rossley Steven Rothschild Kent dur Russell Francis M. Saba Brenda K. Safford Nancy H. Sala Andrew Salmon R. Joseph Salois Kwasi Sarpong Ralph F. Sbrogna I 2011 ANNUAL REPORT Roberta R. Schaefer Paul F. Schlaikjer Paul F. Scully Carol L. Seager Sara Kelleher Sears Rashid M. Shaikh Francis P. Shea Jay S. Sherwin John F. Shoro Philip O. Shwachman Jonathan R. Sigel Marvin S. Silver Edward D. Simsarian Michael D. Sleeper Joshua Lee Smith William B. Smith Jeffrey S. Solomon Susan E. Spencer Mark Spuria Peter R. Stanton Carolyn J. Stempler Joseph N. Stolberg Alan M. Stoll William F. Sullivan J. Stephen Teasdale George W. Tetler III Robert L. Thomas Brian W. Thompson Troy B. Thompson Sumner B. Tilton Jr. David N. Tinsley E. Paul Tinsley Rosalie Torres Stone Lindsay A. Tosi Roger R. Trahan Margaret W. Traina Tuyet Tran Ann K. Tripp John Trobaugh Michael P. Tsotsis Wayne Ushman Charles R. Valade Carmen D. Vazquez Wyatt R. Wade William D. Wallace Carlton A. Watson Janice I. Weekes Charles S. Weiss James A. Welu Meridith D. Wesby Todd H. Wetzel David White Harry T. Whitin Thomas J. Wickstrom Donna M. Williams Jack L. Wolfson Gary R. Wood David K. Woodbury Janice B. Yost Kelsa L. Zereski Robert Zibinskas Marita Zuraitis *Deceased 31 Board of Directors & Staff BOARD OF DIRECTORS 2011 STAFF R. Joseph Salois, Chair President Atlas Distributing, Inc. Mónica Escobar Lowell Vice President UMass Memorial Health Care Warner S. Fletcher, Vice Chair Director Fletcher Tilton Ann K. Molloy Partner Mountain, Dearborn & Whiting LLP Gerald (Lee) Gaudette III, Chair-Elect President Gaudette Insurance Agency, Inc. Frederic H. Mulligan Chairman Cutler Associates, Inc. Thomas J. Bartholomew, Treasurer President Bartholomew & Company, Inc. Mary C. Ritter Vice President Fallon Community Health Plan Ellen S. Dunlap, Clerk President American Antiquarian Society Scott Rossiter Chairman Lampin Corporation Robert S. Adler Managing Partner Seder & Chandler Brian M. Chandley Vice President Southbridge Savings Bank Gerald M. Gates President & CEO Stop Loss Insurance Services Dennis F. Gorman Director Fletcher Tilton 32 Ann T. Lisi President & CEO Diane S. Allain Accounting Officer Pamela B. Kane Senior Program Officer Pamela Keogh CPA Director of Finance & Administration Christine R. Louis Director of Donor Relations Faith Proctor Senior Accounting Officer Gail T. Randall Special Projects Officer Carolyn J. Stempler Community Volunteer Joanne M. Reegan Human Resources & Office Manager Joseph N. Stolberg Managing Partner Stolberg, Ebbeling & Blanchette, LLP Lois A. Smith Senior Program Officer Kelly A. Stimson Director of Donor Services & Communications George W. Tetler III Partner Bowditch & Dewey Carlton A. Watson President Henry Lee Willis Community Center Charles (Chick) S. Weiss Associate Professor College of the Holy Cross Greater Worcester Community Foundation Jasmine Vasquez-Okutoro Administrative Assistant Jacqueline L. Williams Office Assistant Contact us at 508.755.0980 I 2011 ANNUAL REPORT Ways to Give Many options are available to those who contribute to Greater Worcester Community Foundation. CREATE A NAMED FUND With a gift of $10,000 or more, you can establish a named fund to create your personal legacy. Your fund may be donor advised, scholarship, designated, discretionary, or field of interest. A Named Fund is a permanent and powerful way of giving. Your intentions are honored in perpetuity. Your money enters a well-managed endowment that preserves capital during tough times and extends the value and reach of your giving. And because we are a public charity, you receive the maximum tax benefits allowed by law. ADD TO AN EXISTING FUND Support a cause, honor a loved one, or express your values by giving to any of our existing funds. Gifts of any amount are accepted at any time. OR MAKE A PLANNED GIFT You can make a gift to the community that provides income and tax benefits now, and supports your philanthropic goals after your lifetime. Name the Foundation in your will or as the beneficiary of retirement assets, transfer a life insurance policy, contribute real estate as a future gift while using the property throughout your lifetime, or setting up a gift annuity or charitable remainder trust. YCI (Youth for Community Improvement) develops the philanthropic and leadership skills of high school students from diverse backgrounds by providing the opportunity to award community grants together. YCI members of the 2011 programAngel Winston, Eryl MacConnell, Maggie Smith, Pam Kane (Staff) and Shaina Lo-gathered at the Foundation’s annual meeting. 2011 Annual Report Production Credits For More on Ways To Give Visit greaterworcester.org Click on “Donors” Greater Worcester Community Foundation Production Manager: Kelly A. Stimson Writer: Susan Saccoccia Graphics: Atomic Design, Rob Zeleniak, Ingrid Mach and Linda Chadwick Printer: AM Lithography Corporation Photography: Tammy Woodard unless otherwise indicated P 4: Norma and Saul Feingold, Photography by Dan Vaillancourt All other New Funds photos supplied by fund donors P 6: Harry and Jane Dewey, Photography by Patrick O’Connor Courtesy of the Worcester Art Museum P 8: Courtesy of the Katter family Courtesy of Laurie Kuczka P 9: Courtesy of Easter Seals Massachusetts P 10:Courtesy of the Tinsley family P 11:Courtesy of the Magee family, Courtesy of UMass Amherst P 12:Foundation photo archives, Grass Hill School, Courtesy of Edd Cote P 13: Courtesy of Killingly Villager P 14: Foundation photo archives, Courtesy of Old Sturbridge Village P 15: Courtesy of Youth Opportunities Upheld, Inc. Courtesy of Blackstone Valley Chamber of Commerce Education Foundation P 25: Courtesy of EcoTarium Inside Back Cover: P hotography by Dan Vaillancourt I 2011 ANNUAL REPORT Greater Worcester Community Foundation 370 Main Street, Suite 650 Worcester, Massachusetts 01608.1738 www.greaterworcester.org Nonprofit Org. U.S. Postage PAID Worcester, MA Permit No. 703 CHANGE SERVICE REQUESTED Traveling Together Our Journey Of Giving Our Mission To enhance our community, now and in the future, through philanthropic leadership. Our Values We appreciate and trust the people of our community to work together to solve problems, build prosperity, and bring vitality to the lives of others. Our community is a unified body of individuals from a rich array of backgrounds who contribute in unique ways. We are a professional, compassionate steward of our donors’ gifts, which have been permanently entrusted to us for the purpose of improving lives and conditions. Greater Worcester Community Foundation 370 Main Street . Suite 650 . Worcester . Massachusetts 01608.1738 508.755.0980 www.greaterworcester.org Confirmed in Compliance with National Standards for U.S. Community Foundations