2010 Annual Report - Greater Worcester Community Foundation

Transcription

Greater Worcester Community Foundation
ANNUAL REPORT 2010
THE ART OF
GIVING
By The Numbers
10 Year Record
2010
Total Assets
$120,950,125
Contributions to new & existing funds
Investment returns
Grants and scholarships awarded
Number of grantee organizations
Number of new funds
Total named funds
$3,476,981
11.6%
$4,470,011
485
26
451
Contributions Received
Approved Grants by Broad Category
Total Awards $4,470,011
Arts
$795,723
Health &
Human Services
$1,814,566
Community
Development
$353,147
Grants & Scholarships Approved
Education
$1,400,287
Environment
$106,288
Contributions
Number
Number of gifts
1055
Number of donors
824
Largest gift
$800,000
Smallest gift
$2
Total Gifts
$3,476,981
Total Assets
Annual Report Index
Letter to Our Community
2010 in Review
The Art of a Community Foundation
Donor Profiles
Acorn Society
New Funds Created in 2010
Named Funds
Contributors
Grantmaking
Grants
Scholarships
Financials
Committees
Corporators
Board of Directors and Staff
Ways to Give
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Inside back cover
By the Numbers 2010
As of 12/31/2010
Letter to Our Community
Dear Friends,
Your giving through the Foundation is a creative act, a way
to transform what you find into something better and richer
than before.
Each of our donor’s funds enhances some facet of the
community. You work with us to make a mark. Your
community is better because of your gift; and the Foundation
is stronger because of your participation. The Foundation is
all the more creative and powerful in its giving because of the
variety of its donors’ perspectives.
Your Foundation is evolving to better serve you and the
community by increasingly aligning its resources around
grant-making priorities. We’ll step up our impact, and take
some measured but bold risks. The Foundation is so broad in
reach, so trusted and so permanent, that such pulling together
is a natural step forward for us.
In 2010, contributions were up, new funds were up and more
donors than ever joined us in learning about needs in our
region that demand creative and powerful giving. You share
our eagerness to make even more of an impact.
One of our region’s priorities is to prepare a workforce that
will attract and sustain employers in the coming years. With
nearly one quarter of our residents less than 18 years of age,
our population is among the youngest in the state.
Looking ahead to new sources of prosperity in our region,
long known for innovations in manufacturing, health care,
and education, we held a series of donor education programs
that examined what it will take to prepare future workers—
from investing in early childhood education to science and
technology initiatives that complement our already strong
focus on health care job creation.
Among the close friends we lost in 2010 is Jack Lund, a
Foundation founder. Jack personified creativity in his life and
Ann Lisi and Joe Salois guide Foundation activities that
support nonprofit organizations throughout Central
Massachusetts.
in his giving. His legacy includes the Foundation’s annual
Renaissance Award, which he established and endowed to
nurture nonprofit leadership in perpetuity. “By creating a
fund, you can carry on your own way of bettering the world,”
said Jack.
We honor Jack and each of our donors by building on the rich
legacy of our founders.
Sincerely,
On the cover:
In Da Zone, the award-winning hip-hop troupe of the
Boys & Girls Club of Worcester, awed the audience with
their performance at the Foundation’s Celebration of Arts
and Community, held in February in Worcester’s historic
Hanover Theatre. The performers from left to right are,
Desiree Benoit, Grecia Familia and Tatiana Buchannan.
Ann T. Lisi
President and CEO
Greater Worcester Community Foundation • 2010 ANNUAL REPORT
R. Joseph Salois
Chairman
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2010 In Review
Growth resumes to pre-recession levels
Stewardship
• Increased endowment portfolio by 11% over 2009 by rebalancing the portfolio
• Gained contributions totaling $3.4 million, the highest since the economic downturn began in 2008
• Served private foundations including the new $800,000 George I. Alden Community Education Fund to advance local programs from early childhood to adult learning
Grantmaking
• Distributed in excess of $4.4 million, including $550,000 in scholarships, directing most grants to youth and family services, including affordable housing as well as arts and college success programs
• Nurtured teen grantmakers through Youth for Community Improvement, whose 16 members distributed $15,000 to programs serving children, from urban farming to homework help. Over 12 years, YCI grants have totaled Donor services
more than $200,000
• Hosted a donor education breakfast that examined • Served as fiscal agent for the Worcester Tree Initiative, the impact of early childhood education on economic a citizen effort to reforest Worcester and surrounding development in Central Massachusetts
communities
• Held a donor Insight event featuring WPI President Dennis • Completed a two-year, $250,000 grantmaking program, Berkey, who spoke on Science, Technology, Engineering, the first to focus on the welfare of the region’s gay, lesbian, and Math (STEM) education and job initiatives
bisexual and transgender residents, and held a fundraiser event for an endowed fund to continue such grants
• Conducted a Foundation Forum to promote the in perpetuity
Massachusetts Cultural Data Project, which requires culture and arts grantees to provide data that quantifies • Established a leadership task force to recommend their impact
grantmaking priorities and strategies to support high-
performing nonprofits
• Hosted a donor education event on homeless women at Worcester Technical High School with guest speaker Dr. Linda Weinreb of UMass Medical School
Nonprofit Support Center
• Surveyed nonprofit leaders and conducted best practice sessions responsive to their priorities, including fundraising, evaluation, working with a board, and compensation
Photo above: Foundation grants to Quinsigamond
• Launched a program that combined mentoring with peer-
Community College enable Worcester high school students
to-peer workshops
to learn robotics.
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The Art of a Community Foundation
Putting dreams and gifts to work
When the Worcester-based George I. Alden Trust decided
to expand its grantmaking priorities to encompass education
from early childhood through adulthood, its trustees turned
to the Foundation, confident in our community knowledge
and ability to spring into action on their behalf. Within
months, their investment became an active grantmaking
resource.
At the same time, the new George I. Alden Community
Education Fund became part of the Foundation’s $116 million
endowment, which pools together all of our individual
donors’ funds and gifts. The Foundation protects and grows
this community asset through prudent investments that
enlarge the capacity of each fund and the Foundation as a
whole to do good—now and in perpetuity.
Each donor enriches and mines these assets in a different way.
Run by the people, for the people, the Foundation is unique as
a citizen-run model of philanthropy dedicated to enhancing
the community as a whole, now and in the future, rather than
just one sector or cause.
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.
Trusted for its transparency and efficiency and valued for
its wisdom and longevity, the Foundation is unique in its
capacity to unite people from diverse sectors in influencing
and effecting positive change within the region.
The Foundation’s reach and power are rooted in its personal
relationships with each donor. We stand by our donors long
after they are gone and ensure that their wishes are fulfilled
in perpetuity.
This loyalty to our donors’ intentions is embedded in our
governing bylaws and embodied in our dedicated staff. Every
day, our staff guides families and individuals as they make
some of their most intimate decisions about their legacy
and their deepest values to craft funds that fulfill their
philanthropic and financial goals.
Worcester Tree Initiative brings trees to schools, parks and
city streets.
In the five stories that follow, you’ll see this art of giving
at work in all its variety and generosity. A woman with
a fondness for dogs funds canine assistance for deaf and
physically disabled people. Two retired professors continue
their life’s work—to promote quality and affordable
education that prepares nurses for leadership roles. A
financial advisor honors the high school teacher who
influenced his life and career success. Long after their
passing, a couple ensures that high quality health care
remains near their town. And a son pays tribute to his late
mother by contributing to causes she cherished in her beloved
hometown, Worcester.
Donors entrust us with their dreams and gifts—and leave
the details to us. Even those who take an active hand
in grantmaking through donor advised funds find the
Foundation’s guidance of value.
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Max H. Kuhner and Eloise A. Kuhner Fund
Longtime Oakham residents keep health care close to home
In the early ‘50s, Max and Eloise Kuhner built a rustic, chaletlike house on former farmland in Oakham. They filled their
home with displays of coins, arrowheads and keepsakes from
their travels as well as Eloise’s vast assortment of teddy bears.
Max was an engineer; but at home, he became a craftsman.
If he had to cut down a tree, he turned it into stools, benches
and coffee tables. A genial, community minded man, Max
established a trust to ensure the future of the local Holden
Hospital, a cherished resource to families throughout the
Wachusett region.
Eloise shared her husband’s support for local health care and
volunteered at the Barre Family Health Center. “Eloise was
a kind and generous individual,” says Stephen T. Earls MD,
the center’s medical director, “and a charming lady. She made
bears out of any material—towels, old mink coats. Children
were drawn to her.”
Whimsical with teddy bears, Eloise was clear-eyed about
securing Max’s legacy. In 1990, seven years after his death, the
Holden Hospital closed, and to fulfill his desire to keep health
care nearby, she had her attorney transfer his bequest to the
Foundation.
When Eloise Kuhner donated $7,000 to the Oakham Rescue
Squad for a defibrillator, the grateful team gave her two
teddy bears clad in clinical garb.
Eloise died in 2005, and according to her wishes, the
Foundation used her charitable remainder trust to create
two funds. The Max H. Kuhner and Eloise A. Kuhner Fund
supports local programs serving children and provides
scholarships to Oakham residents pursuing careers in
medicine or nursing. The Barre Family Health Center has been serving
The primary beneficiary of the Max H. and Eloise A. Kuhner
Memorial Fund is the Barre Family Health Center, now part of
UMass Memorial Medical Center. “We are deeply appreciative
of the Kuhners’ generosity,” says Dr. Earls.
Oakham and its neighboring towns since 1973.
Thanks to Max and Eloise, residents of Oakham and its
neighboring towns obtain excellent health care close to home.
Eloise was a kind and generous individual.
She made bears out of any material . . . Children were drawn to her.
Stephen T. Earls MD
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The Katharine Higgins Riley Fund
A woman’s love of animals brings independence to others
Twenty years ago, a lady in golf attire knocked on the door
of National Education for Assistance Dog Services (NEADS).
Fond of animals, she was curious about the many dogs on
the property. The staff showed her around. Captivated, she
created a fund to support the nonprofit, which provides
independence to deaf and physically disabled people through
the use of canine assistance.
It was love at first sight for both the visitor and the staff, who
learned later that their new friend was Rosamond (Roz) Riley
Bennett, a granddaughter of Worcester industrialist Milton
Prince Higgins and, like her mother, Katharine Higgins Riley,
a vigorous philanthropist.
On the board of NEADS until her death in 2007, Roz
faithfully attended every event, arriving with her dog, her
knitting, and a sack to recycle the evening’s plastic utensils.
Her grants help fund the development of service dogs for
Greater Worcester residents such as Teddy, who has muscular
dystrophy. As a child, he was the agency’s first client. Now a
college graduate, he recently returned for his second dog.
NEADS obtains many hearing dogs from shelters. Breeders
donate its full-service dogs, when they are puppies. NEADS
matches each client with a particular dog and engages prison
inmates in their training, an intensive 12-month process.
Sue and Chris enjoy their constant companions, service
dogs from NEADS.
The ingenuity of using dogs to help people enjoy productive
lives appealed to Roz, who had a passion for animals.
Although she was frugal, she traveled the world to see
wildlife, from polar bears in Antarctica to gorillas in Rwanda.
“Mom instilled in us her love of animals,” says Rebecca
Crocker, one of Roz’s five children. “Through the Foundation,
she contributes to what she loves in perpetuity.”
Since 1991, the fund has been helping NEADS
develop service dogs that change people’s lives.
Mom instilled in us her love of animals.
Through the Foundation, she contributes to what she loves in perpetuity.
Rebecca Crocker
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The Frances M. Herron Fund
A son honors a mother’s devotion to her home town
As children, Frances M. (Dresser) Herron, her two sisters
and brother lived in the Elm Street mansion built by their
great-great-grandfather, Levi Lincoln Jr., a governor of
Massachusetts and the first mayor of Worcester.
When Frannie married architect John Herron, her home
became the modernist, glass-walled aerie he designed on
Salisbury Street. The couple raised their four children in that
house. But in the early ‘70s, they were drawn to the character
and neighborliness of the city’s old Crown Hill section.
They moved into a house at 15 Oxford Street, renovating
it and de-electrifying its chandeliers. “Their parties had a
magical atmosphere,” recalls their eldest son, Jock.
Frances M. Herron actively participated in many groups that
benefited Worcester and lectured on Worcester history.
Like the John and Frannie Herron Park, a
beguiling pocket park around the corner from
their home on Oxford Street, the Fund is a
living memorial.
A descendant of other early Worcester families, including
the Tory Chandlers and Paines, Frannie wrote and lectured
on Worcester history and joined many community
organizations. A president of the Worcester Garden Club and
the Edward Street Day Care Center, she was the first female
moderator of the First Unitarian Church and among the first
volunteers at Planned Parenthood. Equally ardent in civic life,
John helped found Preservation Worcester.
In 1997, two years after his mother died, Jock started a donor
advised fund in her honor. “The Foundation is ideal for this
purpose,” says Jock. “It strengthens the entire community, not
just one institution. My mother was close to many groups and
had great affection for the city as a whole. This fund connects
us with organizations, people and causes she cared about.”
Grantees include the American Antiquarian Society, Bancroft
School, Broad Meadow Brook Wildlife Sanctuary, and the
Greater Worcester Land Trust.
Jock enjoys his role as fund advisor. “In time, our son Levi
may become involved,” says Jock. “I’ve lived in many different
places. But to me, Worcester is home.”
The Foundation is ideal for this purpose.
It strengthens the entire community, not just one institution.
Jock Herron
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Lillian R. Goodman and Mary K. Alexander Fund
Two leaders in nursing education continue their life’s work
Two pioneering educators from the University of
Massachusetts Worcester Graduate School of Nursing—
Lillian R. Goodman EdD, dean emeritus and professor
emeritus, and her partner in work and life, Mary K.
Alexander EdD, professor emeritus and former associate
dean—created this donor advised fund. Its goal is to continue
their life’s work: to promote high quality and affordable
education that prepares nurses for leadership as clinicians,
teachers and researchers.
Both professors spent 35 years moving Massachusetts into the
vanguard of nursing education. At Worcester State University,
they were among the founders of New England’s first
nationally accredited baccalaureate program for registered
nurses. In 1991, Dr. Alexander was invited to join the faculty
of UMass Worcester as full professor and Dr. Goodman
became the second dean of the UMass Worcester Graduate
School of Nursing. They worked closely with UMass Amherst
School of Nursing administration and faculty in establishing
the state’s first doctoral program in nursing.
Their fund provides the nursing programs at Worcester
State University and UMass Worcester with annual grants of
$1,000 toward scholarships or innovative programs. “What
these two public-sector institutions are doing in nursing
education is exemplary,” says Dr. Goodman. “All their
graduates pass state board exams the first time. They get good
jobs and graduate schools want them.”
Mary K. Alexander EdD, and Lillian R. Goodman EdD,
continue to advance quality public-sector nursing
education through their fund.
Dr. Alexander regards the Foundation as a force magnifier.
“Its investment productivity builds our fund,” she says, “and
its commitment to developing health care resources attracts
like-minded donors.”
Investing in exemplary nursing education
programs at Worcester State University and
“I hope to live long enough to see the role of nurses in
advancing health care recognized as second to none,” says Dr.
Goodman. “Our fund will contribute to this goal forever.”
UMass Worcester.
Its investment productivity builds our fund,
its commitment to developing health care resources attracts like-minded donors.
Mary K. Alexander
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The Edward Carien Scholarship Fund
An endowed scholarship is a tribute to a revered teacher
Terrence M. McMahon, a wealth advisor to high net worth
individuals, created this scholarship to honor Edward
Carien, his accounting teacher at Doherty High School. After
graduating in 1989, Terrence took Mr. Carien’s advice and
majored in accounting at Bentley College.
“Without his encouragement and inspired teaching,” says
Terrence, “I would never have chosen accounting as my
major. Mr. Carien taught a subject that could be difficult and
boring and made it fun.
“Accounting has opened doors for me,” Terrence continued.
“It’s been the foundation of a very rewarding career.”
But in high school, Terrence was something of a class clown
as well as an A student in Mr. Carien’s classes, which he took
for two years. More than once, says Terrence, “Mr. Carien
threw me out of his class. He demanded respect. But if I didn’t
get a concept, I could come in after school and get help. He let
me be who I was. He was fair and he was challenging—which
was a great combination for me.
“Our classes were interactive and free flowing,” adds
Terrence. “He let us learn in our own way, which prepared us
well for college.”
“Mr. Carien was fair and he was challenging, which was a
great combination for me,” says Terrence M. McMahon,
with his daughters Aislinn (left) and Kiley.
At Doherty High School, accounting teacher
Edward M. Carien (1916 – 2004) prepared his
students for success in work and life.
Grateful for his loving family and satisfying career, Terrence
says, “The people I feel most thankful to are my parents and
Mr. Carien.”
He took his idea for a scholarship to Doherty High School,
where he learned of the Foundation. “I called and within 24
hours, set up my fund,” says Terrence. “The staff answered
each and every question and gave me peace of mind. Now, I’m
talking to my parents about creating a fund in their honor.”
I called and within 24 hours, set up my fund.
The staff answered each and every question and gave me peace of mind.
Terrence M. McMahon
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Acorn Society
The Acorn Society recognizes those who have made plans to leave a gift to the Foundation after death. To
join, simply let us know that your plans include Greater Worcester Community Foundation.
Lois B. Green, 1930-2010
Acorn Society Member, pictured here at the Foundation’s 2009 annual meeting
Lois Green was a shining star in our community. Her involvement spanned 50 years in a range of capacities,
including bank director, foundation and university trustee, nonprofit executive, board consultant, and cofounder of high impact projects for women’s philanthropy and end-of-life care. Among her legacies, Lois created
a planned gift that resulted in the Foundation’s Lois B. and Robert F. Green Fund, which fosters the education of
undergraduates, and the United Way created the Women’s Initiative Fund in Honor of Lois B. Green, also at the
Foundation. We honor Lois Green’s many contributions and will always treasure her friendship.
ACORN SOCIETY MEMBERS
Anonymous (7)
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
Francis H. Dewey III *
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
Dina R. and Gerald (Lee) Gaudette III
Rodney M. Glasgow Jr.
Dennis F. and Frances C. Gorman
Susanne E. Gray and Ernest J. Osterman
Lois B. Green *
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
Patricia L. and Kenneth R. Jones
David P. Leach and Audrey Klein-Leach
Catherine H. Levine
Margaret D. Lincoln
Ann T. Lisi
Mόnica Escobar Lowell
John W. Lund *
Barbara B. and Raymond E. Morin
Frederic and Victoria Mulligan
John and Linda Nelson
Vincent J. Osterman
Sarah D. Pettit
Bonnie M. Prescott
John A. and Gloria W. Rauth
Mary C. and William J. Ritter
Susan and C. Reid Roberts MD
Linda Carlson Romano and Albert J. Romano
Scott and Lois Rossiter
Paul and Fay Rossley
Sally S. Schenck
Evelyn B. Silver
Alison D. and Laurence J. Specter
David C. Steelman and Virginia Theo-Steelman
Cynthia C. and Harrison G.* Taylor
Sumner B. Tilton Jr.
Irving N. Wolfson MD
David K. Woodbury
Kimball R. and Elizabeth* Woodbury
*Deceased in 2010
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AGENCY FUNDS
Pearle L. Crawford Memorial Library
Endowment Fund
In 2010, almost 110 years after the original
library was built, the Town of Dudley opened
the expanded Pearle L. Crawford Memorial
Library and created this agency endowment
fund in honor of Mrs. Crawford (18911971), a long-serving library trustee who spearheaded the first
expansion of the library four decades ago.
Latin American Health Alliance of
Central Massachusetts Fund
The Latin American Health Alliance formed
in 2006 to eliminate health disparities in the
Latino community. Its first program, the
Hector Reyes House, is a residential substance
abuse treatment program providing state-of-the-art medical and
intervention services and employment training.
Worcester County Poetry Association’s Stanley Kunitz Award
Stanley Kunitz, who at age 95 was named U.S.
poet laureate and died in 2006 in his 100th
year, was a great American poet and a son
of Worcester. His early years are the subject
of several poems, including “My Mother’s
Pears,” describing the tree planted in 1919 at
his home on 4 Woodford Street. The award is
given to nurture the literary arts.
Worcester County Poetry Association’s
Gregory Stockmal Fund
Gregory and Carol Stockmal lived at 4
Woodford Street and welcomed everyone
to “Stanley’s House.” Greg’s tours were
legendary. After his death in 2008, the
Kunitz-Stockmal House Docent Program was developed to
continue his hospitable and informative tours.
Worcester Jewish Community Center Fund
The Worcester JCC welcomes people of all ages
and backgrounds to classes, cultural events,
health and fitness programs and volunteer
opportunities. Its endowment is managed in
part through this new agency fund.
DESIGNATED FUNDS
Bruce Breger Memorial Fund for
BSA Troop One of Northborough
Founded in 1924, Boy Scout Troop One is
dedicated to helping boys explore the world
and grow into responsible adults. Bruce Breger,
a long-time leader, made this bequest to
support his favorite troop.
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Peter H. Levine Fund
Peter H. Levine MD (1938-2009), former
president and CEO of UMass Memorial
Health Care, Inc. and chair of the
Foundation, created this fund by bequest to
support nursing services and new treatment
technologies at UMass Memorial’s Peter H.
Levine Cancer Center, named in his honor in 2001.
Peter H. Levine and Catherine H. Levine
Fund for the First Unitarian Church
A second bequest by Dr. Levine provides annual support to the
First Unitarian Church of Worcester, where people are “united for
the service of all.”
The Lund Leadership Award
John W. Lund, a Foundation founder and
dynamic, visionary donor until his death
in 2010 at age 90, established this endowed
prize for the executive directors of the Greater
Worcester Community Foundation and
Massachusetts Easter Seals Society to benefit from
personal renewal.
John E. and Ethel E. Riley Outstanding
Citizenship Award Fund
Created in 1976 in honor of John Riley,
Auburn Town Clerk from 1922 to 1952, and
his wife, Ethel, who worked as his assistant
for many years, this annual award recognizes
exemplary citizen service. Now endowed, the award will be made
in perpetuity.
Worcester Street Tree Fund
Attorney Dennis Gorman and friends
launched this endowment to help the City of
Worcester purchase and plant street trees and
to encourage donations from other citizens
for this purpose.
DONOR ADVISED FUNDS
The JoAnn Waite Bennett Memorial Fund
JoAnn Waite Bennett (1921-2007) worked for
women’s rights, legal assistance for the poor,
fair treatment of the aged, and other causes
from her home in Nashville, Tennessee. Her
family creates this fund to support youth
services and environmental programs in Athol, Massachusetts,
Mrs. Bennett’s birthplace.
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The Metzger Family Fund
A donor advised fund to support the community.
Salois Family Fund
Joe Salois, Foundation chairman since 2010,
and his wife, Joanne, created this donor
advised fund to support their community.
DISCRETIONARY &
FIELD OF INTEREST FUNDS
George I. Alden Education Fund
The Alden Trustees endowed this fund
to support educational initiatives in the
Worcester community with the leadership
and guidance of the Foundation.
The Community Response Fund
The Foundation created this pass-through fund to accept grants
for urgent community priorities identified by its program
officers. A 2010 donation from Wyman-Gordon Foundation will
be awarded to programs that help disadvantaged children.
Frances S. and Francis H. Dewey III Fund
Francis H. “Chuck” Dewey III (19192010) served his community as president
of Mechanics Bank and chairman of the
George I. Alden Trust. His beloved wife of
55 years, Frances Smith Dewey, died in 2005.
With this grant-making endowment, their generosity to their
community will continue in perpetuity.
GLBT Partnership Endowment Fund
Thanks to an outpouring of community
support, this endowment was launched
to foster safety and social justice for gay,
lesbian, bisexual, and transgender people.
Lund Pioneer Fund
This endowment was established by a bequest from John W.
Lund to support innovative or risky solutions to social problems.
The Practical Education Fund
Created by Junior Achievement of Central
Massachusetts, this fund supports programs
in the region that promote college and career
readiness as well as financial literacy.
SCHOLARSHIP FUNDS
The Edward Carien Scholarship Fund
Terrence M. McMahon, Doherty High School ’89, created this
scholarship for college-bound graduates in financial need to
honor Edward Carien, his accounting teacher, whose inspired
teaching and guidance steered him into a rewarding financial
services career.
Marilyn M. and Russell J. Fox
Scholarship Fund Although Marilyn “Grandma” Fox longed
to be a nurse, her education ended at high
school. She worked as a dietary aid at City
Hospital and Washburn House for 52 years.
Her husband Russell, who also worked at City Hospital, shared
her esteem for nurses. Their bequest endows two nursing
scholarships.
Marty Hastings Memorial
Scholarship Fund
Marty Hastings, Burncoat High School ‘76,
was an outstanding athlete and tri-captain
of baseball, basketball, and football. After
his untimely death at age 50, the Burncoat
Alumni Association created this scholarship
to remember Marty and give future Burncoat athletes greater
access to college.
LWVO Memorial Scholarship Fund
The Lithuanian War Veterans Organization (LWVO) ran a
clubhouse on Lake Quinsigamond for 50 years as a place for
political, social, and charitable events. When membership began
to decrease and the clubhouse had to be sold, the LWVO created
this endowment to help students of Lithuanian heritage whose
families served in the U.S. Armed Forces.
Daniel Stephen Lussier
Athletic Scholarship
Dan Lussier’s love of sports led him to a
career in athletic training. Born in East
Brookfield and a graduate of Saint John’s
High School, Dan died unexpectedly at age
35, just weeks before his wedding day. His parents and fiancé
honor him with this endowment for the study of
sports medicine.
Isaac Southgate Fund for Leicester
This fund is the transfer of a trust created 150 years ago through
a bequest from Isaac Southgate of Leicester to “render assistance
to those who are needy.”
Each new fund is an inspired act that
enriches the community.
11
Named Funds
Market Value by Fund Type (millions)
Total market value $116.7 million
Scholarship
11.3%
Agency
10.2%
Field of
Interest
14.8%
Committee
Advised
24.7%
Donor
Advised
14.7%
Designated
17.4%
Discretionary
23.6%
Ron Hadorn, executive director of the Boys & Girls Club
of Worcester, receives the Foundation’s sixth annual
Renaissance Award.
Discretionary Funds
Grants are made by the distribution committee
to support community priorities.
As of December 31, 2010, generous
area residents had established
451 funds with gifts or pledges of
$10,000 or more.
The following is a list of Named
Funds listed by fund type.
Nils Bjork Memorial Fund (1992)
Robert W. Booth Fund in Memory of
George F. Booth (1988)
Orville Harrold Fund (2006)
Elva E. and John J. Chisholm Fund (1989)
Bradley C. Higgins Fund (1982)
Dr. Harold M. Constantian Fund (1997)
Jeppson Memorial Fund (1976)
Robert and Mary S. Cushman Fund (1978)
Albert R. and Carolyn Jones Fund (1995)
Richard C. Daniels Fund (2001)
John F. and Rayna Keenan Fund (1994)
Jean B. and Gilbert S. Davis Fund (1994)
Nancy and Michael Leavitt Fund (1984)
Frances S. and Francis H. Dewey III Fund
(2010) NEW
Frances F. Mansfield Fund (1996)
Ruth H. and Warren A. Ellsworth Fund (1983)
Marlene and David Persky Fund (1997)
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)
12
Raymond P. Harold Discretionary Fund
(1982)
Barbara S. Massey Fund (2000)
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)
Named Funds
Field of Interest and Committee Advised Funds
Focus on an area of interest, such as the environment, a town, youth development or health care.
Ruth and John Adam Fund (2000)
Robert M. and Carolyn G. Hyde Fund (1998)
Andrew N. Ahlfors and Helmi E. Ahlfors
Fund (2002)
Jeppson Memorial Fund for Brookfield (1976)
George I. Alden Education Fund (2010) NEW
Bradford J. Kemp Fund (2008)
Lois Anne Memorial Fund (1993)
Fund for the Arts and Humanities (1993)
Jiji’s Fund (1999)
Marian B. Kubelus and Marian Zell Nesbit
Memorial Fund (1984)
John E. and Ethel E. Riley Outstanding
Citizenship Award Fund (2010) NEW
Saint Vincent Healthcare Fund (1999)
Norman L. and Dorothy A. Sharfman Fund
(2004)
Sumner Lee Sharfman Fund (1984)
(2005)
Shepherd Knapp School Fund (1979)
Leicester Savings Bank Fund (1997)
Evelyn and Sumner Silver Fund (2007)
Robert S. and Helen A. Bowditch Fund (1990)
Lund Pioneer Fund (2010) NEW
Cancer Care and Research Fund (1991)
Main South Fund (1999)
Isaac Southgate Fund For Leicester (2010)
NEW
John Carter “High Five” Youth Hockey Fund
(1996)
Micah Housing Corporation Fund (1981)
The Auburn Foundation (2002)
Olive I. and Anthony A. Borgatti Jr. Fund
(1987)
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) NEW
Fairman C. Cowan Fund (1995)
Lorraine Crepeau Fund (2006)
Anna S. and Warren G. Davis Fund (1998)
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)
Practical Education Fund (2010) NEW
Providence & Worcester Railroad Company
Fund (1991)
Quota International of Worcester Fund (1998)
Renaissance Award Fund (2004)
Alice C.A. Sibley Fund (2004)
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 Credit Bureau Fund (1992)
Youth for Community Improvement
Endowment Fund (2001)
Youth Opportunity Fund (1981)
Rosemary Davis Environmental Preservation
Fund (2001)
Sarah B. and Dix F. Davis Fund (2002)
Directors and Corporators Community
Impact Fund (2007)
Eliza D. and Cora J.D. Dodge Fund (1985)
Fairlawn Foundation Fund (1991)
Fallon/OrNda Community Health Fund
(1996)
Friends of Learning in Killingly Fund (1998)
GLBT Endowment Fund (2010) NEW
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)
The Fairlawn Foundation and other funds support development of the health care
workforce, a major driver of the region’s economy.
13
Named Funds
Donor Advised Funds
Living donors and successors are allowed to recommend different grantees.
Isabel K. Arms Fund (2005)
Gordon Iver and Dorothy Brewer Erikson
Fund (1996)
Celeste and Dave Lionett Donor Advised
Fund (2004)
Elkanah B. Atkinson Community and
Education Fund (1986)
Finnish American Social Club Fund (1998)
Lisi-Greene Fund (2004)
Finnish Heritage Foundation Fund (1991)
MacLean Family Fund (2004)
Jane Bath Fund (2007)
A. Jane Fitzpatrick MD and Edward F. Kilroy
MD Fund (1998)
Marla Maykel Fund (2001)
Argitis Family Fund (2004)
The JoAnn Waite Bennett Memorial Fund
(2010) NEW
(1987)
Phyllis and Stuart Freilich Charitable
Foundation Fund (1999)
Judge and Mrs. William Garbose Fund (1998)
Bowditch & Dewey Fund (1989)
Barbara H. Gaudette Fund (2007)
Bozenhard Charitable Fund (2005)
Lillian R. Goodman and Mary K. Alexander
Fund for Nursing Education and Research
(1999)
The Douglas P. Butler Fund (1998)
George S. and Tammy Butler Fund (2007)
William R. and Janet A. Carrick Fund (1998)
Paul J. Gramling Memorial Scholarship Fund
for Compassionate Caregiving to People
with Alzheimer’s (2007)
Wynne L. Chase Fund (1998)
David R. and Rosalie A. Grenon Fund (1986)
Maureen Logan Coghlin Fund (2001)
Newell and Betty Hale Fund (2001)
Herbert B. and Jayne Cohan Fund (2000)
Raymond P. Harold Memorial Fund (1982)
Paul E. Cohan Fund (2000)
Harris Family Fund (2001)
The Dr. James J. Convery and Tracy A. Craig
Fund (2009)
The Hedin Family Memorial Emergency
Fund (2007)
Hugh W. and Harriet K. Crawford Fund
(2004)
Frances M. Herron Fund (1997)
Elizabeth A. Culhane Memorial Fund (2000)
William and Maureen Kelleher Charitable
Fund (2008)
Marcia Butzel Fund (2001)
Jeanne Remillard Curtis Fund (1999)
Rosemary Davis Memorial Fund (2000)
Dana L. DeAngelis-McDonald Memorial
Fund (2002)
Gene J. DeFeudis Fund (1991)
Gertrude Alice Johnson Fund (2002)
W. David and Lee Norton Kelly Family Fund
(2002)
Kesseli and Morse Company Fund (1998)
Charles H. McDonald Memorial Foundation
(2005)
C. Jean and Myles McDonough Fund (1988)
The Metzger Family Fund (2010) NEW
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) NEW
Donna R. C. and John E. Sansoucy Fund
(2006)
Charles E. Scott Community Fund (1997)
Charles E. Soule Paul Revere Insurance
Group Centennial Fund (1995)
Theodore and Marjorie M. Deitz Fund (1993)
Winifred Meany Killay and Matthew Meany
Memorial Fund (2003)
Martha L. and William P. Densmore Fund
(1999)
Kirby Foundation Fund (2007)
Augusta H. Kressler MD Fund (2002)
Henry B. and Jane K. Dewey Fund (1994)
George and Anna Krikorian Family Fund
(1994)
Traina Family Youth Development Fund
(1999)
Lionel M. and Cynthia E. Lamoureux Fund
(2000)
Tree Fund (2000)
Trust in Kids Fund (1987)
The LaVigne Family Fund (1992)
Amos E. and Ann Laura Wasgatt Fund (1997)
Anne A. Levine Fund (1995)
Todd H. Wetzel Fund (1992)
Peter H. and Catherine H. Levine Fund (2007)
Whittier Family Charitable Gift Fund (2007)
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)
14
Stonewall Fund (2008)
Candi Tiarks Cancer Research Fund (1996)
Margaret and Gordon Torgersen Fund (2000)
Glenda and Arthur Wolpert Fund (1999)
Named Funds
Designated Funds
Awarded to a particular organization for perpetual support;
if the beneficiary goes out of business, the Foundation identifies a similar organization.
Abby’s Empowerment Fund (2009)
Greater Worcester Land Trust Fund (1988)
Hollis E. and Gwendolyn D. Alden Fund
(1977)
Lois B. and Robert F. Green Fund (2001)
Clarence S. Arms Family Fund (1986)
Ginette Harrison MD Memorial Fund (2002)
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)
Newell Hale Memorial Fund (2003)
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)
Bruce Breger Memorial Fund for BSA Troop 1
of Northborough (2010) NEW
Jeppson Memorial Fund (1976)
Dr. and Mrs. Edward Budnitz Fund (1995)
Lawrence M. and Augusta L. Keeler Fund
(1997)
H. Paul and Sara B. Buckingham III Fund
(2000)
Polly C. and Joseph R. Carter Fund (1987)
Marcia R. Katter Memorial Fund (2001)
Paul J. and Dorothy B. Kervick Fund (1996)
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 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)
Peter J. and Sophie Kosky Fund (1988)
Rogers-Kennedy Memorial Fund (2003)
Max H. and Eloise A. Kuhner Memorial Fund
(2005)
Saul A. Seder Fund (1991)
H. Arthur Smith Fund (1986)
Peter H. Levine Fund (2010) NEW
Khazma A. Soffan Memorial Fund (2000)
Charles P. Ciaffone and Rose B. Ciaffone
Fund (2005)
The Peter H. Levine and Catherine H. Levine
Fund for the First Unitarian Church (2010)
NEW
Helen M. and Thomas B. Stinson Fund (2001)
Martha A. Cowan Fund (1987)
John W. Lund Fund (1993)
Hugh W. and Harriet K. Crawford
Endowment Fund for the Pearle L.
Crawford Memorial Library (2006)
The Lund Leadership Award (2010) NEW
United Way of Central Massachusetts Funds
(1992)
Frances F. Mansfield Fund (1996)
Mary Louise Wilding-White Fund (1978)
Sandy C. Marks Jr. Biomedical Education
Fund (2003)
Harold Davis Woodbury Fund (1987)
John P. Castagnetti Memorial Fund (2003)
Central Massachusetts Disaster Relief
Residue Trust Fund (1980)
Chesson Family Fund (1991)
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)
Douglas Center Cemetery Preservation Fund
(1999)
Marjorie G. and Elmer E. Ellison Jr. Fund
(2001)
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)
Polly and Dick Traina Fund for Y.O.U., Inc.
(2009)
Sonia Werblin Masterman Fund (2001)
Worcester Animal Rescue League Fund
(2007)
Howard J. and Dorothy R. McGuinness Fund
(2004)
Worcester Art Museum Booth Family Fund
for Education and Outreach (1999)
Millbury Public Library Endowment Fund
(1991)
Worcester Arts and Humanities Educational
Collaborative Fund (2002)
Edward P. Miner and Dauphinais Park
Worcester Engineering Society Fund (1989)
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)
Worcester Historical Museum Robert W.
Booth Fund for Salisbury Mansion (1995)
Worcester Public Library Fund (1992)
Worcester Regional Research Bureau Fund
(1989)
Worcester Street Tree Fund (2010) NEW
Worcester Tree Initiative Fund (2009)
WTAG Christmas For Children Fund (2000)
15
Named Funds
Agency Funds
Are established by an organization for its own benefit.
Abby Kelley Foster House Fund (2008)
Friendly House Fund (2000)
African Heritage Institute Fund (1997)
Friends of Gale Free Library 110th
American Red Cross of Central
Massachusetts Fund (2000)
Friends of Northbridge Elders Fund (1997)
Auburn Youth and Family Services
Friends of the Upton Town Library Fund
(2007)
Father Miguel Bafaro Fund (1998)
Julie Chase Fuller Endowment Fund for
Mechanics Hall (1989)
Barre Players Endowment Fund (1997)
Big Brothers Big Sisters Mentoring Fund
(1999)
Blackstone Valley Chamber of Commerce
Education Foundation Fund (2005)
Boys & Girls Club of Worcester Fund (2008)
Janet Alden Carrick Memorial Fund for the
East Douglas Evergreen Cemetery (2006)
Pearle L. Crawford Memorial Library
Endowment Fund (2010) NEW
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)
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 Central
MA Fund (2010) NEW
Lincoln Village Tenants Association Fund
(1997)
Master Singers of Worcester Fund (2007)
Matthew 25 Fund (1997)
National Memorial Trust Fund (1990)
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)
Gregory Stockmal Fund (2010) NEW
Stanley Kunitz Award (2010) NEW
Worcester Review Fund (2000)
Worcester Historical Museum Fund (2002)
(2010) NEW
Youth Opportunities Upheld, Inc. Fund
(1987)
Scholarship Funds
Provide tuition assistance to students.
Adolfo Arrastia Beacon of Light Scholarship
Fund (2005)
The Edward Carien Scholarship Fund (2010)
NEW
Richard and Carol Dymek Scholarship Fund
(2006)
Helen and Chuck Arsenault Memorial
Scholarship Fund (2000)
Charlton Parent Teacher Organization
Joseph D. Early Scholarship Fund (2006)
Auburn Woman’s Club Fund (2000)
AVID North Scholarship (2004)
Mary Connolly Memorial Scholarship Fund
(1999)
Dennis Elroy Barry Memorial Scholarship
Fund (2005)
Melvin S. Cutler Fund (1986)
Stephen G. Economos Scholar Athlete Fund
(2007)
December 3rd Scholarship Fund (1999)
Jeffrey S. Edinberg Memorial Scholarship
Fund (2002)
Belmont Street Community School
Admiral and Mrs. Louis E. Denfeld
Elm Park Community School Scholarship
Fund (1987)
Loretta J. Belval Scholarship Fund (2002)
Santo J. and Ellen M. DiDonato Memorial
John N. Engelsted Fund (1982)
Bruce S. Bennett Fund for Community
Journalism (2006)
Mary and John Buckley Memorial Education
Fund (1998)
16
Steve Drawbridge Memorial Fund (2008)
John and Fran Duke Scholarship Fund (2004)
East Brookfield Scholarship Fund (2004)
Fred and Leona Eppinger Scholarship Fund
(2007)
Mary R. Fedeli Memorial Scholarship Fund
(2002)
Named Funds
Scholarship Funds (continued)
(2005)
Barbara Marks Rothschild Arts & Education
Anita and Nathaniel A. Feingold Scholarship
Fund (1994)
Leonard F. Leamy Scholarship Fund (2006)
Ida and Murray Rotman Scholarship Fund
(1985)
Norma and Saul F. Feingold Fund (1983)
Leicester High School Football Alumni
Finnish American Social Club Scholarship
Fund (1998)
Leicester Samaritan Nursing Association
Fund Scholarship (1996)
Fitchburg Sportsmen’s Club Scholarship
Fund (2009)
Leicester Savings Bank Fund Scholarship
(1997)
Earl P. Fontaine Memorial Scholarship Fund
(2003)
Mark MacPherson Lightbown Memorial
Alexander G. Simonatis Scholarship Fund
(2004)
Marilyn M. and Russell J. Fox Scholarship
Fund (2010) NEW
Lincoln Village Scholarship Fund (2001)
Claudia Simonian Scholarship Fund (2007)
Janet Fraser Scholarship Fund (1999)
Mary Falby Logan and Francis Logan Jr.
John J. Simpson Jr. Memorial Fund (1993)
John F. Freeland Memorial Fund (2005)
Lunenburg Opportunity Fund (1999)
Arthur J. Smith and Dorothy G. Smith
Friends of Rutland Heights Hospital
Permanent Fund (1993)
Daniel Stephen Lussier Athletic Scholarship
(2010) NEW
Steelman Expository Writing Scholarship
Fund (1999)
Derek Gaudette Memorial Scholarship Fund
(1995)
L.W.V.O. Memorial Scholarship Fund (2010)
NEW
Sylvia Gafvert Stubblebine Fund (1989)
General Scholarship Fund (1990)
Lieutenant James “Jay” Lyons III Memorial
Tahanto Regional High School Scholarship
Fund (1997)
Matthew Gignac Memorial Scholarship Fund
(1999)
Magee Family Education Fund (2003)
Robert P. Goulet Memorial Scholarship Fund
(1998)
Magee Family Scholarship for UMass
Amherst (2004)
Greg’s Grant Fund (1997)
Frances F. Mansfield Scholarship Fund (1996)
The Grynsel Educational Scholarship Fund
(2006)
Howard J. and Dorothy R. McGuiness
Emil Haddad Jazz Scholarship Fund (2004)
Anthony E. Mickunas Memorial Scholarship
Fund (1987)
Joseph F. and Claire L. Halvey Scholarship
Fund (2002)
Marty Hastings Memorial Scholarship Fund
(2010) NEW
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 L. Junnila Memorial Scholarship Fund
(2000)
Deborah A. Kaufman Scholarship Fund
(1990)
Lawrence M. and Augusta L. Keeler
Bradford J. Kemp Fund (2008)
Michael Minty Memorial Scholarship Fund
(1988)
Constantine Mina and Vasiliky Strates
Moschos Scholarship Fund (2005)
Anne Carey Murphy Memorial Scholarship
(2001)
Nichols Academy Fels Scholarship Fund
(2001)
Nichols Academy Scholarship Fund (2001)
Arnold and Sylvia Nylund Scholarship Fund
(2001)
Richard W. Pierce Fund (1985)
Arthur J. Remillard Jr. Scholarship Fund
(2001)
Andrew Sala Memorial Scholarship Fund
(1998)
Herbert D. Sherwin Memorial Scholarship
Fund (2004)
William J. Short Scholarship Fund (2002)
Swedish National Federation Fund (2001)
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)
Carmen Tobin Nursing Scholarship Fund
(1995)
Tobin Family Fund (1999)
Reginald Washburn Scholarship (1990)
Webster Square Business Association
Leroy Weiner Scholarship Fund (2000)
Paul J. Westberg Memorial Scholarship Fund
(2000)
Mary Olive Wood Scholarship Fund (1992)
Worcester Latino Coalition Scholarship Fund
(1999)
Worcester Swedish Charitable Association
Fund (2001)
Worcester Woman’s Club Fund (1999)
17
Contributors
In 2010, the Foundation received over $3.4 million in
gifts -- $2.4 million to create new named funds, and $1.0
million contributed to existing funds. We list all of our
contributors here, and extend our sincere gratitude.
Anonymous (9)
Abby’s House
David P. Adams
Thomas E. Adams
Robert S. Adler
Advantage Benefits Group
Robb B. Ahlquist
Cindy Aiken and Liz Hebert
George I. Alden Trust
Alexander, Aronson, Finning & Co., PC
George M. and Patricia I. Alexander
Mary K. Alexander
Joseph J. Allard
John K. and Gabrielle Allen
Alliance for Community Trees
American Forests
Mary J. and Daniel T. Amorello
Bruce C. Anderson
David G. Anderson
James A. Andreoli
David P. Angel
Michael P. Angelini
Robert and Jeanne Antonucci
Ann Marie and John G. Argitis
Vincent and Debbie Asbridge
Assumption College
Town of Auburn
Auburn Woman’s Club
Auburn Youth & Family Services
Joycelyn Augustus
B.P. Construction Corporation
Robert S. Bachelder
Dexter A. Bailey
Amy Lee Baker
Elizabeth Ball
Richard Ball
Banana Joe’s Farm Stand & Deli
David G. and Anne H. Barlow
Christopher P. and Marilyn P. Barnard
Eileen Barrette
Thomas J. Bartholomew
Mark W. Bartolomei
John E. Bassett
JoAnn Bauer
Harry Bayliss
Baystate Financial Services
Robert Belden
Barbara Bell
Shaun Bennett
Terrance G. and Maura Bennett
Dennis D. and Catherine S. Berkey
Barbara and George Bernardin
Sarah and Allen Berry
Henry W. Beth
Martha E. Bigelow
Mark P. Bilotta
Committee to Re-elect
John J. Binienda Sr.
18
Norman Bitsoli
Karl N. Bjork
Edla Ann and Randolph Bloom
Stephen C. L. Boisseau Sr.
Maurice J. and Pamela K. Boisvert
Regina Bonofilio
Sarah and Doug Booher
George F. Booth II
Bowditch & Marinelli, Inc.
Mary-Ellen Boyle
Christopher W. and Charlotte Bramley
The Estate of Bruce Breger
Briarwood Residents Association
Derek Brindisi
James B. Broadhurst
Michael D. Brockelman
Denise H. Brookhouse
Paula A. Brouillette
Beverly A. Brown
E. Clarke Brown
Walter F. and Kathleen Browne
Matthew and Lois Brownell
Alan P. and Patricia Brownstein
Matthew A. Brunell
BSA Troop 1 Northboro
Barbara C. Buchan
John H. Budd
Elizabeth B. Burguet
Christopher M. and Patricia R. Burke
Mary and Louis Burke
Burncoat Alumni Association
Douglas P. Butler
George S. and Alta-Mae Butler
Camosse Family Foundation
Henry Camosse Jr.
Wanda Cantlin
Gail E. Carberry
Esteban V. Cardemil
Jennifer Davis Carey
Ann E. Carlson
Ralph G. Carlson
The Carrick Foundation
William R. Carrick
Kirk and Price Carter
Mark and Janet Castriotta
Chester F. and Sylvia V. Caswell
Linda A. Cavaioli
Francesco C. Cesareo PhD
Peter A. and Linda D. Chadwick
Mary Chalino
Senator Harriette L. Chandler
Brian M. Chandley
Arthur E. Chase
Harold R. Chesson Jr.
Joy C. Child
Len Chirchigno
Elaine M. Ciborowski
Marcie D. Cirota
Tucker M. Clark
Clinton Savings Charitable Foundation
College Access Foundation of California
Felice Collins
James E. Collins
Commerce Bank
Jennifer Cook
Thomas R. and Virginia M. Cope
Donald and Barbara Courtney
Robert J. Cousy
Leonard C. Cowan
David J. Coyne and Margot R. Barnet
Ken Crater
Crawford Memorial Library
Michael J. Crawford
Timothy P. Crimmons Jr.
Frederick G. Crocker Jr.
Marsha Cunningham-Whitehead and
James Whitehead
Melvin S. Cutler Charitable Foundation
Jill C. Dagilis
Mr. and Mrs. R. I. Dalton Jr.
David H. and Debra A. Davidian
Nancy and Edward Davidian
Davis Publications, Inc.
Dix F. and Sarah B. Davis
Phillips S. and Laurie Davis
Ronald S. Davis
Richard W. Dearborn
Marcyn Del Clements
Karen J. Delagorgendiere
Antonio J. Delgado
Elizabeth Densmore
Henry B. and Jane K. Dewey
Morgan and Loretta Dewey
Leo J. and Ann M. DiGregorio
Robert E. Dik
Ross K. Dik
Dillon Boiler Services
DiStefano Medical Group
Tom and Joan Dolan
Brendan Donahue
Carol B. and James C. Donnelly Jr.
Patricia L. and Attila L. Dorogi
Donald A. and Betty M. Dorward
Frederick M. and Karen J. Dowling
James N. Drawbridge Jr.
Steve Drawbridge Memorial Fund
Gloria A. Dudley
Francis X. Dufault Jr. MD
Heather and John F. Duke Jr.
Ellen S. Dunlap and Frank Armstrong
Maureen T. Dunn
Christina D. Economos
Eric Edinberg
Phyllis Edinberg
Norman R. Ekholm and Patricia A. Tosi
Deb Ellstrom
Elm Park Community School Faculty
and Staff
Frederick and Leona Eppinger
ERA Key Realty Services
Robert E. Evans and Kathleen K. Evans
Family Foundation
Barbara E. Fargo
Edwin Fedeli Jr.
Catherine T. Feen
Saul F. Feingold
Fels Family Foundation
Fidelity Charitable Gift Funds
Renee Finkel
Donna M. Fiore
Tim and Paige Firment
First Parish Church Caring Committee
First Parish Church, Inc.
Fitchburg Sportsmen’s Club
The Fitness Prescription, Inc.
Barbara M. Fitts
Virginia A. Flagg
John T. Flanagan Jr.
Lauren K. Fleming
Allen W. Fletcher
Jane Fletcher
Justin L. Fletcher
Mary F. and Warner S. Fletcher
Matthew V. and Julie Fletcher
Patricia A. Fletcher
Fletcher Tilton PC
Nathan Flint and Loren Magruder
Jennifer Forman
David P. Forsberg
Estate of Marilyn M. Fox
Don Frabotta
Howard G. Freeman
Robert P. French
Committee to Elect John Fresolo
Friends of Northbridge Elders
Friends of the Upton Town Library
Mark and Jan Fuller
Judy A. Garabedian
Edward P. Gardella
Gerald M. Gates
Barbara H. Gaudette
Dina R. and Gerald (Lee) Gaudette III
Bruce Gaultney
Stephen F. Gemelli
George’s Coney Island
George Gjinis
Gerald Gleich and Francesca Bang
Diana R. Glimm
Dorista J. Goldsberry
Yvonne Goldsberry and Cherie Holmes
Goldstein Scrap Metal, Inc./Neil Smith
Lillian R. Goodman
Jacqueline A. Gordon
Dennis F. Gorman
James F. Goulet
John E. Graham
Lucy C. Graziani
Green Hill Park Coalition
Bill and Linda Green
Lois B. Green
Fredrick T. Greenaway
Barbara E. Greenberg
Greendale Liquor & Package Store
Nancy J. and Benjamin A. Greene
Greenwood Girls
Ellen M. Gregus
Leslie E. Greis
Contributors
Christine L. Grenier and
Denise A. Kreisky
Micheline Grenier
David R. and Rosalie A. Grenon
Daniel J. Grim and Irene Brown
Cecelia Grynsel
Abraham W. and Linda Haddad
Hossein Hakim and Roshanak Bigonah
Elizabeth P. Hale
Malcolm Halliday and Thomas Rosiello
Hanover Insurance Group
Foundation, Inc.
Marian C. and James B. Hanshaw
Mark A. Haran
Mary Haroyan
Robert S. and Ursula W. Harper
Phyllis Harrington
Sandra Hautanen
Ernest S. Hayeck
Richard E. Hedin
Barbara B. and Kenneth P. Heekin
Bill Hendricks and Patricia Magdic
John Herron Jr. and Julia L. Moore
Honee A. Hess and Philip R. Magnusson
David W. Hillis
Harold G. Hills
Sharon E. Hobey and Rodger L. Comeau
John E. Hodgson
Neal C. and Kristine L. Hogan
Michelle and Leslie Holmes Jr.
Honey Farms, Inc.
Judith G. Horn
Lisa L. Hugo and Joseph Levesque
Louise L. Hugo
Huguenot Candle Company & Nursery
Kathryn and James Hunter
Wayne G. and Carmen C. Huntoon
Michael E. Huppert
Tina Hyland
I Sold Their House.com
Ann Marie Incutto
M. Orry and Sheila M. Jacobs
May I. Jacobson and Suzanne Cortis
Warren Jacobson
Herbert C. and Martha H. Johnson
Robert D. Johnson
Robert M. Johnson MD
Ruth and Eric Johnson
Timothy J. Johnson
Janet S. and Arthur E. Jones
Patricia L. Jones
P.L. Jones & Associates
Susan Rees Jones and Anthony B. Bruno
Kirk N. and Sheila L. Joslin
Franklin S. and Caroline B. June
Junior Achievement of Central
Massachusetts
Kathyleen M. Kangas
James D. Karadimos
Vassilios Karapanos and
Ingrid G. Farreras
Marshall Katzen and Bari Boyer
Katharine Kazis
Maureen M. Kelleher
David M. Keller MD and
Julie E. Meyers MD
Victoria J. Kelley
Mrs. James B. Kenary III
Rev. Dr. Paul D. Kennedy
Robert and Mary T. Kennedy
Paul A. and Beth A. Kent
Mark A. Keroack MD and
Ann Errichetti MD
Robert and Nancy Kimball
Kirby Foundation
Judith Kirk and Peggy Kocoras
Barbara C. Kohin
Suzanne Kohin
Caroline Kopoyan
Agnes E. Kull
Lithuanian War Veterans’
Organization, Inc.
Cindy and Albert LaBarge
Lori and Todd LaBarge
Jennifer Lacey
Lamoureux Ford Inc.
Lamoureux, Pagano & Associates, Inc.
Mr. and Mrs. Warren C. Lane Jr.
Clifford A. and Cynthia T. Lange
John J. and Carol A. Lannon
Pauline J. Larrabee
Latin American Health Alliance of
Central Massachusetts
Mark LaVigne
Thomas P. LaVigne
Robert E. Layne
Thuha T. Le
David P. Leach and Audrey Klein-Leach
Leader Basement Systems
Anne M. Leamy Estate and Trust
Nancy and Mike Leavitt
Leicester High School Football Alumni
Leitrim Pub
Catherine Levine
Jeffrey D. and Ottilie Levine
Estate of Peter Levine
Thomas H. Levine
Jordan Levy
Patsy C. Lewis
Robert J. Lewis
Joseph Lian Jr.
Robert G. Lian
Liberty Movers
Marion L. Lightbown
Ann T. Lisi and Joel P. Greene
Christina and Michael Lochhead
Linda C. Looft
Look N. Good Landscaping and
Garden Center
Stephen and Valerie Loring
William E. Loughlin
Christine R. Louis
Mónica Escobar Lowell
Edgar Luna
Estate of John W. Lund
Mickey and Janet Lussier
James F. and Joan M. Lyons
Jay Lyons Road Race
Gary W. MacConnell
Donald W. MacKenzie
Melanie and B. Dale Magee MD
Ryan Magee
Minh and Robert C. Mailloux
Susan M. Mailman
Paul M. Mainville
David V. Mankevetch
Jonathan L. Mannina and
Jennifer L. Ginsburg
Thomas D. and Nadine Manning
Jerry and Ann Marcus
Michael J. Marcy
Susan Robbins Mardld
Julia W. Marks
Charles D. Mason
Mass Liquors
David G. Massad
Kelly Maxwell
Mayer Tree Service
Irene L. Mayo
Anthony McClain
C. Jean and Myles McDonough
Denise McElhinney
Mildred H. McEvoy Foundation
Michael C. McFarland SJ
Elizabeth T. and Shawn C. McGann
Committee to Re-Elect Jim McGovern
Walter F. McGovern II
William T. and Pamela D. McGovern
Donna McGrath
McGuire Family
Robert McLaren
Terrence M. McMahon
Christopher G. and Jayne N. Mehne
Byron and Laura Menides
John F. and Kathleen Merrill
Peter Metz and Phyllis Pollack
Ruth and Peter Metz Family Foundation
Dawn Michanowicz
Peter E. Michaud
Micro Arc Welding Service Company
Middlesex Savings Charitable Foundation
Erwin H. Miller
John O. Mirick
Mirick, O’Connell, DeMallie &
Lougee, LLP
Ann K. Molloy
Michael Montuori
Anne C. and Dennis S. Moore
Committee to Elect Michael O. Moore
Maureen Moorehouse
Barrett Morgan
Gail M. Morgan and Bernard A. Lempicki
Mr. and Mrs. Paul S. Morgan
Motorsports International/Michael Wade
William J. Mueller
Frederic H. Mulligan
John D. Munford II
Edward D. Murphy
Laura H. Myers
National Association of Government
Employees Local 495
John and Linda Nelson
Gale Nigrosh and Bob Sakakeeny
Northworks Bar and Grille
Lynn M. and Neal M. Novack DMD
Karen M. Nunley
Kenneth D. Nystrom
James J. and Theresa M. O’Brien
John G. O’Brien
Thomas P. O’Connor Jr.
Committee to Elect James O’Day
Andrew B. O’Donnell
David R. Ojerholm
James A. O’Malley
Denise Oosterman
O’Rourke’s Welding, Inc.
John A. and Margery R. Orr
E. Osterman Gas Service
Leah G. Osterman and David C. King
Ruth Osterman
Kevin and Linda O’Sullivan
Michael R. Pankratz
Arthur M. and Martha R. Pappas
Park Spirit of Worcester
Teri Patriquin
Vincent A. Pedone Committee
Judith M. and Alan B. Pemstein
Penny Wise Markets
Deborah A. Penta
Danna B. Peterson
Committee to Re-Elect
George N. Peterson Jr.
Patricia B. Peterson
Anthony M. Petrone
John B. and Elizabeth G. Petter
Sarah D. Pettit
Joseph M. and Gayle A. Petty
Paul M. Pezzella
James M. Phillips
Lisa A. Piehler
Beverly A. and F. Mike Pinjuv
Susan E. Pinjuv
Barbara Pinjuv-Peters and
Jared P. Peters
Ann Pinkerton Charitable Trust
Stephen and Cynthia Pitcher
Timothy J. Pitney
John W. Polanowicz
Michael C. Pollak and Laurie Manifold
Post Plus Video Productions
Shirley I. Prachniak
Lisa M. and William A. Pridmore
Laurie A. and Mark A. Procter
Carmen A. Puopolo
Raymond Quinlan
Annette Rafferty
Gail T. Randall
Kenneth G. and Judith Renaud
Dennis and Kelley Rice
Mary C. Ritter
Linda and Ted Robbins
Andy W. Robinson
Matthew Robinson
Rockin Rob’s Disc Jockey and
Karaoke Services
Henry A. and Theresa M. Rodowicz
Maria A. Rosen
Melvin and Martha Rosenblatt
Beth Ann Rossi
19
Contributors
Scott and Lois Rossiter
Paul and Fay Rossley
Betsy Rotberg
Steven and Julia Rothschild
Ida Rotman
Arthur and Carole Roueche
Allen and Ruth Rubin
David F. and Susan M. Russell
Jane L. Russell
Kent dur Russell and Aisling Gaughan
Francis M. Saba
Saint Francis Hospital and Medical Center
St. Paul Travelers Securities Litigation II
Nancy H. Sala
Donna M. Salls
R. Joseph and Joanne Salois
William J. Sands
Sansoucy Stone Inc.
Evelyn Sawyer
Ralph F. Sbrogna
David L. and Roberta R. Schaefer
Scott W. Schedin
Paul and Susan Schlaikjer
Kristine L. and Davey S. Scoon
Paul F. Scully
Carol L. Seager
Susan A. and Jeannette P. Sedgwick
Mohana R. Sethuraman and
Jayalakshmi Mohanarangan
Francis P. Shea
Jay S. Sherwin and Rachel Lefkowitz
Betty and Ed Shuman
David C. and Charlotte C. Shumway
Gerald M. and Theresa Shusas
Philip O. Shwachman
Alice C.A. Sibley Trust
Evelyn B. Silver
Marvin S. Silver
Barbara Crabtree Simonetta
Kim M. Simonian
Mary and George Simonian Jr.
Richard Simonian
Lowerre and Edward Simsarian
Estate of Florence R. E. Sjostedt
John E. Sjostedt and
Judith W. Gemma-Sjostedt
Michael D. Sleeper
Small Business Insurance Agency, Inc.
Catherine Smith
Robert L. and Paula A. Smith
Estate of Isaac Southgate
Guenter L. Spanknebel MD
Spaulding Family
Robin and Linc Spaulding
Committee to Elect Robert P. Spellane
Robert P. Stalilonis and
Angele M. C. Patenaude
Standard Auto Parts
Staples Foundation For Learning
Cynthia M. and Edward J. Stark Jr.
Paul S. and Roxanne B. Starkin
Amy L. Stauffer
Lisa Steedman
David C. Steelman and
Virginia Theo-Steelman
Howard and Carolyn Stempler
Sandra A. Stern
Donna K. and William C. Stock
John and Janet Stock
Joseph N. Stolberg
Jeffrey A. Stone
Su Casa Real Estate
Janet E. Such
William F. Sullivan
Christine A. Sviklas
Louis Swan and Lisa Kunhardt
Susan B. Talmadge
Tatnuck Pet
John A. and Janet P. Taylor
Victor M. Taylor
Jane Tegeler
Temple Sinai
Sheila L. and George W. Tetler III
Michael R. and Janet K. Theerman
Robert L. Thomas
Brian W. Thompson
Estate of Robert Thomson
Daniel Tinsley
David N. Tinsley
Dorothy C. Tinsley
Laurie C. Tinsley Scholarship
Foundation
Paul and Beth Tivnan
Philip G. and Gale B. Torgersen
Lindsay A. and Stephen E. Tosi
Touchstone Community School
Ann W. Tracy
Richard P. and Margaret W. Traina
Fran Trainor
Tuyet Tran
Sandra E. and John Travinski
John W. Trexler
Tri-Star Sportswear
John Trobaugh and Jeroan Allison
S. J. Turnblom Construction
Corporation
Turnpike Plumbing & Heating Supply
United Way of Central Massachusetts
United Way of North Central
Massachusetts
Jodi and David Utter & Family
Wayne M. Ushman
Vanguard Charitable Endowment
Verizon Foundation
James and Maureen L. Villiotte
Mark Vining and Christopher Recklitis
Wyatt R. Wade
Thomas Waite
William D. Wallace
Angeline Walsh
Barry Walsh and Valerie Wedge
Children of Francis and Virginia Walsh
William C. Warner
Warners Auto Body
Ann Laura Wasgatt
Richard P. and Gloria R. Waterhouse
Carlton A. Watson
Edward P. and Brenda K. Weathersbee
Brooks S. Webster
Charles S. Weiss
John S. Wells
James A. Welu
Meridith D. Wesby
David H. White
Harry and Lucy Whitin
Joan A. Whiting
Richard Whitney
Sharon A. Williamson
Angel Winston
Jack L. Wolfson
David K. and Susan B. Woodbury
Kimball R. Woodbury
Jack and Stacy Woods & Family
Thomas J. Woods Insurance Agency
Henry Woolsey
Worcester Administrative Officers’
Association
Worcester Area Mission Society
Worcester Area United Methodist
Worcester County Horticultural Society
Worcester County Poetry Association
Worcester Fire Fighters Association
Local 1009
Worcester Jewish Community Center
Worcester Physical Therapy Service
Worcester Police Department
Worcester Police Department
Family Fund
Worcester Rugby Football Club
Worcester Sharks Booster Club
WTAG Christmas for Children
Robert A. Wyman
Wyman-Gordon Foundation
Yesod Foundation
Robert A. and Joan D. Yood
Janice B. Yost
Robert Zeleniak
Kelsa L. Zereski
Robert Zibinskas
GIFTS IN HONOR
Cindy Aiken and Liz Hebert
Esperanza Arguijo
Baily Family
Boy Scouts of America 100th Anniversary
Elm Park Community School Faculty
and Staff
Hossein Hakim
Holden Nursing Home Nurses and Staff
Marianne Jeppson
Katie, Colby, McKenzie and Morgan
Mrs. Leavy’s Students at Burncoat
High School
Ann T. Lisi
B. Dale Magee MD
Kevin Michaud
Ruth Pollard
Robert Raphael
GIFTS IN MEMORY
Varkis Arakelian
Pola (Aron) Bergman
Officer Mark Bisnette
Philip W. Callahan
Joan C. Carlson
Janet Carrick
Mary L. Chatfield
Dee and Jamie Conant
Martha Allis Cowan
Wallis H. Darnley
Lee Marcel DeBoise Jr.
Al and Marge Ellison
Raymond Fiore
John F. Freeland
Harry C. Gadde
Raymond Gervais
John D. Goeken
Paul Gramling MD
Sadie Hale
Parents of Richard J. and
Mary Lou Hastings
Ann M. Haynes
Donald Haynes
Blanche Hedin
Jake Kupelian
Betty LeClaire
Peter H. Levine MD
Gertrude Levitsky
Maxine Levy
Cruz Lopez
John W. Lund
Barbara and Peter Mankevetch
Michael L. Manzaro Sr.
Emmit Martin
Robert and Barbara Massey
Robert K. Massey Jr.
Sheila Miller
Pat and Theresa Pezzella
Paul Philbrook
Ann Pinkerton
Mary Powers
Al Radzik
Sidney Rose
Phyllis E. Sherwin
Florence R.E. (Tillman) Sjostedt
Reynold Sjostedt
Arthur J. Smith
Grandpa and Grandma Spellane
A. J. Spokis
Paul E. Tarkiainen
Harrison G. Taylor Jr.
Cathy Tobin and Kay Jarvis
Bernard Walsh
Arthur Wiersma
20
Every effort has been made to ensure
the accuracy of this list. If we have
made an error, please let us know.
Grantmaking
Putting gifts to work
G
reater Worcester Community Foundation awards cash
grants to nonprofit organizations that serve the Central
Massachusetts communities in the areas of arts and culture,
community development, education, environment, health,
and human services.
Competitive grants provide annual, and often renewable,
funding for a wide range of nonprofit initiatives. These
grants are made possible by donors who seek to improve the
quality of life in our area. Discretionary, field of interest and
committee-advised funds, invested by the Foundation as
permanent endowments, provided over $2.3 million in 2010.
Committees appointed by the Foundation or donor make
targeted grants according to defined goals for each fund.
Ranging in size from $250 to more than $150,000,
these grants support programs, operations, and
organizational improvements. Our web site has details and
application forms.
Donor advised and designated grants totaled over $1.2
million in 2010. Advised grants reflect the changing interests
and priorities of donors, who actively make recommendations
throughout the year. Designated grants reflect the permanent
selections made by donors to support one or more
organizations with annual grants. Grants may fund general
operating costs, special projects, capital expenditures, or
emergency needs.
Scholarships for college-bound residents of Worcester County
are awarded from more than 100 named funds. In 2010, the
Foundation awarded over $550,000 in scholarships that vary
from $250 to more than $4,000. Candidates submit just one
application to be considered for all scholarships that suit their
qualifications. We accept scholarship applications throughout
February and March.
Grants by Fund Type
Total Awards $4.4 million
Scholarship
12.4%
Agency
7.1%
Committee
Advised
19.3%
Field of
Interest
17.2%
Designated
10.0%
Above photo:
Books, tennis and friendships made an inviting mix for
the more than 400 Worcester youth who joined the
Summer Tennis and Reading Program of Tenacity, Inc.
Supported by a Foundation discretionary grant, the
program drew kids into free tennis lessons and reading
circles daily throughout July and August.
Donor
Advised
17.1%
Discretionary
$16.9%
21
Grants
Here is a complete listing of all
donor advised, discretionary, and
designated grantees in 2010, followed
by the name of the funding source.
American Diabetes Association $200
MacLean Family Fund
Bare Hill Rowing Association $4,000
MacLean Family Fund
American Jewish Joint Distribution
Committee $1,000
Glenda and Arthur Wolpert Fund
Barton Center for Diabetes Education $500
David R. and Rosalie A. Grenon Fund
15-40 Connection $2,000
The Pyle Fund
American Red Cross of Central Massachusetts
$2,250
Peter H. and Catherine H. Levine Fund
Abby’s House $34,166
Isabel K. Arms Fund
Wynne L. Chase Fund
Elizabeth A. Culhane Memorial Fund
Ethel S. Cunningham Fund
Jeanne Remillard Curtis Fund
Eliza D. and Cora J. D. Dodge Fund
C. Jean and Myles McDonough Fund
Lillian S. Pratt Fund
A
Access Community Action Agency $1,000
Newell and Betty Hale Fund
American Red Cross of Lee County $900
Anna Maria College $23,000
Maureen Logan Coghlin Fund
Fairlawn Foundation
Apple Tree Arts $8,000
Discretionary Funds
Mini-Grants Fund
Blackstone River Coalition $5,000
Water and Land Stewardship Fund
Arc of Quinebaug Valley $1,000
AIDS Project Worcester $12,255
Discretionary Funds
Marc Needleman Memorial Fund
Ashburnham Westminster Youth Hockey $390
Al-Hamra Academy $2,356
Khazma A. Soffan Memorial Fund
All Saints Episcopal Church $3,990
Community Ministries Fund
Fund
Helen M. and Thomas B. Stinson Fund
Alternatives Unlimited $2,500
Stonewall Fund
American Antiquarian Society $33,195
Bozenhard Charitable Fund
Henry B. and Jane K. Dewey Fund
Morgan B. and Loretta R. Dewey Fund
Gordon Iver and Dorothy Brewer Erikson Fund
Frances M. Herron Fund
Jeppson Memorial Fund
Augusta H. Kressler, M.D. Fund
John M. Nelson Fund
American Cancer Society $600
Paul and Fay Rossley Fund
Candi Tiarks Cancer Research Fund
22
Best Buddies Massachusetts $5,000
Robert S. and Helen A. Bowditch Fund
Discretionary Funds
Big Brothers/Big Sisters of Central
Mass/Metrowest $17,500
Discretionary Funds
African Community Education Program
$20,000
Barbara E. and William E. Christensen Fund
Discretionary Funds
Akwaaba Health Initiative $10,000
Sarah B. and Dix F. Davis Fund
Discretionary Funds
Saint Vincent Healthcare Fund
Becker College $41,700
Theodore and Marjorie M. Deitz Fund
Fairlawn Foundation
George and Anna Krikorian Family Fund
The Pyle Fund
Blackstone Valley Boys & Girls Club $7,500
Discretionary Funds
Youth for Community Improvement Fund
ARTSWorcester $10,000
Fund for the Arts and Humanities
Asolo Repertory Theatre $100
Paul E. Cohan Fund
ASPIRA Association of MA $2,000
Athol Area YMCA $9,000
Discretionary Funds
Winifred Meany Killay and Matthew Meany
Memorial Fund
Auburn Community Assistance Fund $100
The Hedin Family Memorial Fund
Auburn District Nursing Association $4,500
The Auburn Foundation
Auburn Youth and Family Services $14,500
Discretionary Funds
Town of Auburn, Fire Department $1,678
Audio Journal $15,100
Leicester Savings Bank Fund
Worcester Credit Bureau Fund
Blanchard Means Foundation $300
Jeppson Memorial Fund for Brookfield
Boothbay Harbor Memorial Library $500
Raymond P. Harold Memorial Fund
Boothbay Railway Village $1,000
Boothbay Region Land Trust $500
Boothbay Region YMCA $10,000
Bosler Humane Society $7,004
Bosler Humane Society Fund
Rosemary Davis Memorial Fund
Boston Athenaeum
Elkanah B. Atkinson Community and Education
Fund
Boston Lyric Opera $2,000
Boston Poultry Exposition $506
John P. Castagnetti Memorial Fund
Bottom Line $10,000
Discretionary Funds
Bancroft School $32,381
Discretionary Funds
James J. and Patricia A. Moynihan Fund
B
Boys & Girls Club of Webster-Dudley $13,150
Discretionary Funds
Bradford J. Kemp Fund
Grants
Boys & Girls Club of Worcester $18,514
Boys & Girls Club of Worcester Fund
Polly C. and Joseph R. Carter Fund
Robert G. and Eliza C. Hess Fund
Peter J. and Sophie Kosky Fund
Sonia Werblin Masterman Fund
The Pyle Fund
Youth Opportunity Fund
Bridge of Central Massachusetts $17,000
Central Massachusetts Health Standards Fund
Discretionary Funds
Pelletz Family Fund
Brigham and Women’s Hospital $500
Britney Gengel’s Poorest of the Poor Fund
$5,500
The Pyle Fund
Brookfield Cemetery Commission $1,500
Brookfield Elementary School $2,000
Child Welfare League of America $100
Paul E. Cohan Fund
Connecticut Farmland Trust $1,000
Children’s Friend $42,492
Paul J. and Dorothy B. Kervick Fund
Louise R. and John F. Reynders Fund
Connecticut Public Broadcasting $500
Christ Episcopal Church, Leicester $1,000
Christ Episcopal Church, Pomfret $864
Newell Hale Memorial Fund
City of Worcester Health and Human Services
$35,198
Lorraine Crepeau Fund
Claflin Hill Music Performance Foundation
$5,000
Discretionary Funds
Clark University $108,848
Ruth and John Adam Fund
John W. Lund Fund
Brookfield Unitarian Universalist Church $675
Cleghorn Neighborhood Center $10,000
Chesson Family Fund
Discretionary Funds
Joseph A. Tosoni Fund
Camp Putnam $10,454
Andrew N. Ahlfors and Helmi E. Ahlfors Fund
Coastal Maine Botanical Gardens $500
CASA Project $15,000
College of the Atlantic $250
Margaret and Gordon Torgersen Fund
Catalogue For Philanthropy $3,000
Colleges of Worcester Consortium $13,000
Mini-Grants Fund
Discretionary Funds
Catholic Charities Worcester County $19,885
Community Harvest Project $32,500
Lois Anne Memorial Fund
Center for Nonviolent Solutions $5,300
Discretionary Funds
Stonewall Fund
Margaret and Gordon Torgersen Fund
C
Central Massachusetts Area Health Education
Center $20,000
Fairlawn Foundation
Central Massachusetts Housing Alliance
$15,200
Discretionary Funds
Lisi-Greene Fund
Centro Las Americas $20,000
Discretionary Funds
Chester C. Corbin Public Library $1,000
Bradford J. Kemp Fund
Community Health Connections $5,000
Community Healthlink $31,031
Frances F. Mansfield Fund
Concordia Lutheran Church $1,700
Connecticut Audubon Society of Pomfret $200
Culture LEAP $14,125
H. Arthur Smith Fund
Worcester Arts and Humanities Educational
Collaborative Fund
Cystic Fibrosis Foundation $500
Cystic Fibrosis Research $200
D
Dana Hall School $841
Day Kimball Hospital $1,000
Department of Children and Families
Kids Fund $30,000
WTAG Christmas for Children Fund
Diocese of Worcester $1,619
Argitis Family Fund
Paul J. and Dorothy B. Kervick Fund
Dismas House of Central Massachusetts
$18,000
Discretionary Funds
Francis A. and Jacquelyn H. Harrington Human
Services Fund
Mini-Grants Fund
Doctors Without Borders USA $2,000
Marla Maykel Fund
Douglas Fire Department $576
UniBank September 11th Emergency Personnel
Education Fund
Dress for Success Worcester $7,500
Dynamy $15,142
Eagle Hill Foundation of Massachusetts $699
Todd H. Wetzel Fund
E
East Douglas Evergreen Cemetery Company
$8,591
Janet Alden Carrick Memorial Fund
East Douglas Evergreen Cemetery Fund
Wallen Memorial Trust Fund
Easter Seals of Massachusetts $1,841
23
Grants
EcoTarium $54,102
Clarence S. Arms Family Fund
Fund
Discretionary Funds
Mini-Grants Fund
Todd H. Wetzel Fund
Edward M. Kennedy Community Health
Center $25,500
Alice C.A. Sibley Fund
Edward Street Child Services $9,462
Discretionary Funds
Elder Services of Worcester Area $39,698
Dana L. DeAngelis-McDonald Memorial Fund
GLBT Partnership Fund
H. Arthur Smith Designated Fund
Harold Davis Woodbury Fund
F
Family Health Center of Worcester $53,612
Family Services of Central Massachusetts
$1,000
John M. Nelson Fund
Feeding America $250
Finnish American Reporter $2,289
Finnish American Social Club Fund
Finnish Center at Saima Park $600
Finnish Heritage Foundation Fund
Finnish Heritage Society, Sovittaja $600
Finnish Heritage Foundation Fund
First Church Leominster $20,000
First Congregational Church of Shrewsbury
$1,529
First Congregational Parish, Unitarian $2,092
First Congregational Parish, Unitarian Fund
First Night Worcester $11,000
Discretionary Funds
24
First Unitarian Church $17,067
First Unitarian Church Fund
Barrett and Mahroo Morgan Fund
John M. Nelson Fund
Fitchburg Cultural Alliance $8,000
Fitchburg Public Library $2,000
Rosemary Davis Environmental Preservation
Fund
Fitchburg State University $19,700
Fairlawn Foundation
Goodyear Early Childhood Center $425
Friends of Learning in Killingly Fund
Grafton Land Trust $1,500
Harris Family Fund
Grafton Police Department $500
UniBank September 11th Emergency Personnel
Education Fund
Grand Banks Schooner Museum Trust $500
Greater Gardner Community Development
Corporation $15,000
Discretionary Funds
Florida Repertory Company $100
Celeste and Dave Lionett Donor Advised Fund
Greater Gardner Youth Hockey $390
Christopher J. Paskell Memorial Fund
Friendly House $23,000
Mini-Grants Fund
Greater Worcester 32° Masonic Learning
Center for Children $2,924
Friends of Gale Free Library $12,054
Friends of Gale Free Library 110th Endowment
Fund
Greater Worcester Land Trust $30,250
Discretionary Funds
Rosemary Marble Harris Fund
Fund
Friends of Institute Park $7,200
Discretionary Funds
Robert M. and Carolyn G. Hyde Fund
Friends of Sutton Elders $250
Habitat for Humanity MetroWest/Greater
Worcester $10,000
Friends of the Leicester Public Library $1,800
Habitat for Humanity of Lee County $5,000
Fruitlands Museum $5,879
Discretionary Funds
Mini-Grants Fund
Sumner Lee Sharfman Fund
Habitat for Humanity of Northeast
Connecticut $1,000
H
G
Gale Free Library $1,425
Genesis Club $19,000
Services Fund
Charles E. Soule Paul Revere Insurance Group
Centennial Fund
Girl Scouts of Central and Western
Massachusetts $1,089
Girls Incorporated of Worcester $19,990
Lorraine Crepeau Fund
Discretionary Funds
Goodspeed Musicals $500
Habitude $100
Paul E. Cohan Fund
Harvard University Medical School $393
Harvest Fair Committee $2,000
Hearts for Heat, Leicester Chapter $2,000
John Woodman Higgins Armory Museum
$17,561
Fund
Ross and Lisa Dik Fund
Mini-Grants Fund
Mary Louise Wilding-White Fund
Hillel House at UMASS Amherst $500
Grants
Hillside School $6,485
Jewish Federation of Collier County $500
Pelletz Family Fund
Leicester Police Department $3,000
Historic Deerfield
Fund
Jewish Federation of Palm Beach County
$1,800
Leicester Red Hat Sophisticates $602
Historic New England $400
Fund
Jewish Healthcare Center $1,500
Pelletz Family Fund
Hobart College $1,500
Holy Name Central Catholic Jr/Sr High School
$500
HOPE Coalition $23,000
Mini-Grants Fund
Horizons for Homeless Children $8,000
House of Peace and Education $16,885
Discretionary Funds
Services Fund
Mini-Grants Fund
Hyde School $2,300
Ross and Lisa Dik Fund
I
Iglesia Cristiana de la Comunidad $2,500
Immigration History Research Center $2,288
Finnish American Social Club Fund
Interfaith Hospitality Network of Greater
Worcester $10,600
Pakachoag Church Fund for Human
Understanding
Italian-American Cultural Center $720
Paul M. Pezzella Fund in Memory of Patsy and
Theresa Pezzella
Jewish Family Service of Worcester $16,500
Child Wellness Fund
Discretionary Funds
J
Jewish Federation of Central Massachusetts
$2,500
Samuel Frank Charitable Fund
Pelletz Family Fund
Joshua Hyde Public Library $1,159
Charles P. Ciaffone and Rose B. Ciaffone Fund
Joy of Music Program, Inc. $15,145
Discretionary Funds
Norma and Saul F. Feingold Joy of Music Fund
Joy of Music Program Beveridge and Frances
Webster Endowment Fund
Jupiter Medical Center Foundation $5,000
Killingly Central School $1,000
K
Killingly High School $500
Let’s Get Ready $15,000
Discretionary Funds
Literacy Project, Inc. $15,000
Fund
Discretionary Funds
Literacy Volunteers of Greater Worcester
$12,000
Discretionary Funds
Greater Worcester Jaycees Fund
LMS Sports Boosters $4,000
Lucky Horse Equine Rescue $2,500
LUK, Inc. $500
Killingly Intermediate School $1,440
Luther Burbank Middle School $2,547
Killingly Memorial School $157
Lahey Clinic $500
Leicester Summer Concert Series Committee
$4,500
L
Lutheran Healthcare Center $50,000
Fairlawn Foundation
The Last Green Valley $1,000
Lutheran Social Services of New England
$35,500
Discretionary Funds
Latin American Health Alliance $10,000
Discretionary Funds
MAB Community Services $1,000
Lois S. Feldman Fund
Latino Education Institute $17,500
Discretionary Funds
Maine Sea Coast Missionary Society $250
Lee Memorial Health System Foundation
$1,000
Marie Anne Center $3,000
Legal Assistance Corporation of Central
Discretionary Funds
Mini-Grants Fund
Leicester Council on Aging $5,000
Leicester High School Athletic Booster Club
$5,000
Leicester Mothers Club $4,250
M
Martin Luther King Jr. Business
Empowerment Center $20,000
Discretionary Funds
Curtis G. Watkins Education Fund
Massachusetts Audubon Society $12,500
Massachusetts Coalition for Adult Education
$2,000
Mini-Grants Fund
25
Grants
Massachusetts College of Pharmacy and
Health Science $140,500
Fairlawn Foundation
Music Worcester $8,472
Massachusetts Eye and Ear Infirmary $500
MY TURN $15,000
Discretionary Funds
Massachusetts General Hospital $14,000
Mystic Seaport $3,000
Massachusetts Historical Society
Fund
Massachusetts School of Professional
Psychology $500
Anne A. Levine Fund
Matthew 25, Inc. $1,098
Howard J. and Dorothy R. McGuiness Fund
Merrick Public Library $2,000
Middlesex School $421
Milford Regional Medical Center $2,000
Mini-Grants Fund
Millbury Memorial Jr/Sr High School $1,046
Mary B. Grogan Fund for Youth
Millbury Public Library $1,425
Mohegan Council Boy Scouts of America
$19,213
Discretionary Funds
The Pyle Fund
Montachusett Interfaith Hospitality Network
$13,000
Montachusett Opportunity Council $15,000
Discretionary Funds
MorseLife Foundation $1,000
Mt. Desert Island Hospital $500
Multiple Myeloma Research Foundation $100
Paul E. Cohan Fund
26
Our Father’s House $15,000
Pakachoag Music School of Greater Worcester
$6,000
National Multiple Sclerosis, Greater Illinois
$100
Paul E. Cohan Fund
Nativity School of Worcester $11,000
Shepherd Knapp School Fund
P
N
NCH Healthcare Foundation $250
Town of Palm Beach United Way $1,000
Pan-Massachusetts Challenge $500
MacLean Family Fund
Partners in Health $1,100
PAT Youth Hockey $260
Paxton Land Trust $1,000
NEADS/Dogs for Deaf and Disabled Americans
Pearle L. Crawford Memorial Library $17,630
$19,051
Hugh W. and Harriet K. Crawford Endowment
Fund for the Pearle L. Crawford Memorial
Library
Katharine Higgins Riley Fund
Pekes and Pals Canine Rescue, Inc. $100
NEADY Cats $2,000
Performing Arts of Northeast Connecticut
NeighborWorks HomeOwnership Center of
$5,500
Worcester $17,500
Discretionary Funds
Discretionary Funds
New England Historic Genealogical Society
$250
Pernet Family Health Service $4,000
North Brookfield Youth Center $4,000
Gertrude Alice Johnson Fund
North Cottage Program $1,000
Marla Maykel Fund
North Quabbin Citizen Advocacy $8,000
Discretionary Funds
Northbridge Centre Congregational Church
$421
Northbridge Council on Aging $5,616
Discretionary Funds
Worcester County Deputy Sheriffs Association
Fund
Phillips Academy – Andover $921
Paul E. Cohan Fund
Jane Kenah Dewey Abbot/Andover Fund
Pleasant Street Neighborhood Network Center
$550
Mini-Grants Fund
Pomfret Community School $1,666
Pomfret Community School Arts Fund
Pomfret School $3,000
Notre Dame Academy $700
Preservation Worcester $5,350
Discretionary Funds
Oak Middle School $500
Olive I. and Anthony A. Borgatti Jr. Donor
Advised Fund
Problem Pregnancy of Worcester $1,500
Old Sturbridge Village $10,000
Argitis Family Fund
Quinebaug Valley Community College
Foundation $5,000
O
Q
Grants
Quinebaug Valley Council for the Arts and
Humanities $600
Advised Fund
Quinsigamond Community College
Foundation $76,480
Fairlawn Foundation
Shepherd Knapp School Fund
Carmen Tobin Nursing Scholarship Fund
R
Rachel’s Table $16,300
Services Fund
Rainbow Child Development Center $16,200
Lisi-Greene Fund
St. George’s School $300
Todd H. Wetzel Fund
St. Joseph and St. Pius X Parishes $5,000
St. Joseph’s Church $600
St. Joseph’s Indian School $1,269
Patricia Fisher Fund
St. Jude Children’s Research Hospital $750
MacLean Family Fund
St. Peter’s Church $1,850
Salem Community Corporation $600
Rainbow Rescue Inc. $250
Salisbury Singers $1,500
Discretionary Funds
Rangeley Lakes Heritage Trust $100
Salvation Army $1,600
Samuel Frank Charitable Fund
Rangeley Region Health Center $250
Save the Children $1,000
Rectory School $500
Refugee & Immigrant Assistance Center
$12,750
Discretionary Funds
Regional Environmental Council $17,500
Discretionary Funds
Main South Fund
Rural Cemetery and Crematory $12,784
Elizabeth Trumbull Barton Fund
Saint John’s High School $1,000
Argitis Family Fund
Saint William Parish $500
Argitis Family Fund
St. Andrew Lutheran School $169
Edward W. Bettke Scholarship Fund
St. Andrews Hospital $500
St. Anne and St. Patrick Parish $1,200
Argitis Family Fund
St. Anne’s Human Services $2,500
Gene J. DeFeudis Fund
St. Ann’s Episcopal Church $2,500
Gene J. DeFeudis Fund
S
Senior Citizen Club of Leicester $2,000
Seven Hills Foundation $1,224
Shrewsbury Public Library $18,000
Advised Fund
Shrewsbury Youth and Family Services $400
Advised Fund
South High Community School $10,000
Discretionary Funds
South Worcester Neighborhood Improvement
Corporation $2,093
South Worcester Neighborhood Center Growth
Fund
Southbridge Interfaith Hospitality Network
$10,000
Southeast Asian Coalition of Central
Spanish American Center $12,500
Anna S. and Warren G. Davis Fund
Discretionary Funds
Starhawks Youth Hockey $130
Straight Ahead Ministries, Inc. $1,250
Suffolk University Law School $1,000
Marla Maykel Fund
Temple Emanuel $4,170
Paul E. Cohan Fund
Pelletz Family Fund
T
Temple Sinai $30,000
Temple Sinai Fund
Tenacity $10,000
Discretionary Funds
Thayer Memorial Library $7,825
Third Sector New England $3,000
Mini-Grants Fund
Thompson Ecumenical Empowerment Group
$2,000
The 300 Committee $300
Toy Town Partnership $2,300
Mini-Grants Fund
Trinity Chapel $1,000
MacLean Family Fund
Trinity Lutheran Church $30,663
Tri-Valley, Inc. $10,000
Trustees of Reservations
Education Fund
Twin Cities Community Development
Corporation $15,000
Twin City Youth Hockey Association $130
U.S. English Foundation $100
U
UMass Dartmouth Foundation $6,400
Paul J. Gramling Memorial Scholarship Fund
for Compassionate Caregiving to People with
Alzheimer’s
27
Grants
UMass Memorial Foundation $27,016
Dr. and Mrs. Edward Budnitz Fund
Peter J. and Sophie Kosky Fund
Max H. and Eloise A. Kuhner Memorial Fund
Peter H. and Catherine H. Levine Fund
Lillian S. Pratt Fund
Harold Davis Woodbury Fund
UMass Memorial Health Care $10,000
Discretionary Funds
Jiji’s Fund
United Services, Inc. $500
United Way of Central Massachusetts
$176,121
Education Fund
Paris and Marion S. Fletcher 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 $16,000
Fairlawn Foundation
Whitin Memorial Community Center $16,477
Discretionary Funds
Marjorie G. and Elmer E. Ellison Jr. Fund
University of Massachusetts Medical School
$5,000
Argitis Family Fund
Whitinsville Social Library $1,493
The John and Gloria Rauth Library Fund
VNA Care Network and Hospice $7,500
Why Me, Inc. $707
Charles E. Soule Paul Revere Insurance Group
Centennial Fund
VSA Arts of Massachusetts $7,500
Discretionary Funds
Mini-Grants Fund
Wachusett Greenways $500
Marla Maykel Fund
V
W
Walther Lutheran High School $169
Edward W. Bettke Scholarship Fund
WCUW, Inc., $10,000
Discretionary Funds
Wellesley College $3,130
Education Fund
Henry B. and Jane K. Dewey Fund for Wellesley
College
WGBH Educational Foundation $3,500
WICN Public Radio $10,592
Mini-Grants Fund
Henry Lee Willis Community Center $15,000
Discretionary Funds
Windham Country 4H Foundation $1,000
Winsor School $250
Woodstock Academy $1,000
Worcester Academy $24,490
George S. and Tammy Butler Fund
Chapin Riley Fund
Worcester Animal Rescue League $6,408
Worcester Animal Rescue League Fund
Worcester Area Mission Society $6,000
Whittier Family Charitable Gift Fund
Gail T. Randall leads the Foundation’s Nonprofit Support Center, which advances local
nonprofit leadership.
28
Worcester Art Museum $176,586
Worcester Art Museum Booth Family Fund for
Education and Outreach
Martha A. Cowan Fund
Honee A. Hess Partnership with Children Fund
Fund
Barrett and Mahroo Morgan Fund
John M. Nelson Fund
Marvin Richmond Fund
Chapin Riley Fund
Helen M. and Thomas B. Stinson Fund
Grants
Worcester Center for Crafts $4,424
Advised Fund
Mini-Grants Fund
Worcester Chamber Music Society $1,500
Advised Fund
Worcester Evening Free Medical Service
Program $5,114
Alice C.A. Sibley Fund
Worcester Foundation for Biomedical
Research $2,868
Worcester Comprehensive Child Care Services
$3,050
Worcester Historical Museum $121,452
Fund
Barbara Allen Booth Fund
Worcester Historical Museum Robert W. Booth
Fund for Salisbury Mansion
Robert W. Booth Fund for the Worcester
Historical Museum
Worcester Historical Museum Fund
Worcester County Food Bank $3,857
Isabel K. Arms Fund
Howard J. and Dorothy R. McGuiness Fund
Worcester Housing Authority $25,000
Discretionary Funds
Marian B. Kubelus and Marian Zell Nesbit
Memorial Fund
Worcester County Horticultural Society
$98,107
Fund
Fund
Worcester Tree Initiative Fund
Worcester Interfaith $7,500
Discretionary Funds
Worcester Common Ground $15,000
Discretionary Funds
Micah Housing Corporation Fund
Worcester Community Housing Resources
$20,000
Discretionary Funds
Worcester County Mechanics Association/
Mechanics Hall $25,550
Julie Chase Fuller Endowment Fund for
Mechanics Hall
Worcester Jewish Community Center $5,478
Worcester Public Library Foundation $2,054
Clarence S. Arms Family Fund
Mini-Grants Fund
Worcester Public Schools $2,952
Marcia R. Katter Memorial Fund
Worcester Regional Research Bureau $7,755
Discretionary Funds
Worcester Regional Research Bureau Fund
Worcester Roots Project $10,528
Fairman C. Cowan Fund
Discretionary Funds
Worcester County Poetry Association $4,122
Worcester County Poetry Association Founders
Fund
Worcester State University $129,000
Worcester County Poetry Association’s Worcester Olive I. and Anthony A. Borgatti Jr. Donor
Review Fund
Advised Fund
Fairlawn Foundation
Worcester East Side Community Development
Corporation $15,000
Discretionary Funds
Providence & Worcester Railroad Company Fund
Worcester Technical High School $637
Saul A. Seder Fund
Worcester Telegram & Gazette Charitable
Foundation $500
Worcester Women’s History Project, Inc.
$3,700
Corinne Charron Turner Fund
Discretionary Funds
Worcester Youth Center $23,500
Discretionary Funds
The Pyle Fund
Worcester Youth Orchestra $3,274
Y
Y.O.U., Inc. $53,750
Discretionary Funds
Harriet Miller Hight Education Fund with the
Association of Colored Peoples
James J. and Patricia A. Moynihan Donor
Advised Fund
Irving N. and Annabel Wolfson Fund
YMCA of Central Massachusetts $59,974
Discretionary Funds
Stonewall Fund
YMCA of Greater Hartford $46,500
YouthNet $15,000
YWCA of Central Massachusetts $40,672
Children’s Christmas Fund
Carolyn Knight Dik Fund
Discretionary Funds
Marla Maykel Fund
Partnership Fund
Some amounts withheld by donor request.
29
Scholarships
Greater Worcester Community Foundation’s
scholarship program consists of over 100 different
scholarship funds established by generous individuals,
families, businesses or organizations to assist Central
Massachusetts residents in obtaining a college
education. Students apply to the program and, if eligible,
can be awarded one or more scholarships.
We congratulate the 2010 scholarship recipients and list
them here. Total amount awarded: $555,114
Melissa K. Ackerman, North Brookfield
Mercy Akomeah, Worcester
Jessica Albrecht, Sturbridge
Drew W. Allain, Worcester
Matthew J. Allen, Worcester
Tiffany Almeida, Groton
Toni L. Ambrogio, Whitinsville
Spillane Amenayere, Worcester
Stephanie Audette, Spencer
Lauren Aukstikalnis, Maynard
Rachael M. Bagwell, Worcester
Juliana A. Bahnan, Worcester
Adam E. Baldarelli, Sterling
Courtney Ballou, Webster
Adam E. Barbati, Acton
Joseph J. Barkus, Auburn
Linda V. Barton, Worcester
Jolene M. Belliveau, Millbury
Achelles I. Bellos, Worcester
Amelia E. Bellve, Hubbardston
Chelsea E. Bengtson, Oxford
Graham M. Bennie, Princeton
Laura Bercume, Leicester
Jacquelin A. Blair, Cherry Valley
Kelley E. Blanchard, Worcester
Beverly O. Boachie, Worcester
Katherine R. Bogosian, Worcester
Amanda Bolio, Oxford
Haley T. Bouchard, Uxbridge
Brian D. Breeden Jr., Worcester
Andrew J. Briand, Charlton
Nicholas A. Briggs, Worcester
Kathryn S. Brill, Worcester
Abby L. Brisbois, Webster
Alicia L. Brown, Oxford
Rebecca S. Brule, Uxbridge
Adrianna L. Buduski, Worcester
Jennifer T. Bui, Worcester
Peter Bui, Leicester
Megan E. Burdek, Westborough
Manjunath Burdekar, North Oxford
Kati-Jane Burdzel, Leicester
Brendan M. Burke, Worcester
Elizabeth W. Butterworth, Auburn
John Butterworth III, Auburn
Michael Campagna, Mendon
Danna Cancel, Worcester
Cindy L. Cao, Worcester
Abigail M. Capone, Fitchburg
30
Daniella Cappucci, Needham
Steven M. Carpenter, Lunenburg
Phillip M. Carron, Southbridge
Priscilla Chan, Framingham
Dimitrius M. Chapman, Worcester
Linda L. Chen, Shrewsbury
George R. Ciociolo Jr., Jefferson
Maureen M. Coakley, Worcester
Natalie P. Coates, Worcester
Ian Commerford, Holliston
Lydia Consilvio, Auburn
Megan M. Cooke, Charlton
Joshua Cooper, Norwood
David G. Cormier, Worcester
Lauren M. Couturier, Ashburnham
Julianne Cox, Ashland
Timmary E. Coyne, Worcester
Molly M. Cronin, Worcester
Lauren Cruikshank, Westford
Craig N. Curelop, Leicester
Kathleen Curran, Holliston
Sarah A. Daigle, Sterling
Tiffany R. Daley, Northborough
Catherine E. Danko, Shrewsbury
James E. Davock III, Medway
Jamie L. Delaney, Worcester
Chelsea B. Dellasanta, Worcester
Aris DeMarco, Leicester
Justin T. DeMichele, Westborough
Cortney M. Desplaines, Spencer
Abil I. Dhee, Worcester
Geovanna I. Diaz, Worcester
Marcela Y. Diaz-Cuello, Leominster
Vuong K.H. Diep, Worcester
Andrea M. DiGioia, Boylston
Taylor C. Dimmick, Sutton
Jacqueline E. Dion, Sutton
Matthew K. Dion, North Grafton
Danyelle M. Doldoorian, Whitinsville
Brendan Dooley, Worcester
Brendan A. Doyle, Worcester
Cassie P. Dresser, Dudley
Devin Driscoll, Milford
Toni M. Dube, Princeton
Nicholas B. Ducey, Whitinsville
Cassandra R. Duncanson, Worcester
Hillary Durkee, Fitchburg
Brandon Dziokonski, Worcester
Matthew S. Echelman, Southborough
Kathryn A. Elliott, Charlton
Taylor L. Entwisle, Sutton
Rachael J. Erickson, Sutton
David Estabrook, Acton
Donna M. Evans, Worcester
Alicia Farrington, North Brookfield
Emily K. Faucher, Worcester
Christine M. Fintzel, Millbury
Michael Fitzpatrick, Millis
Nicole Fitzpatrick, Oxford
Jennifer M. Freeland, Oxford
Abigail B. Gadilauskas, Sterling
Deanna J. Garceau, Princeton
Kyle C. Garceau, Princeton
Christopher L. Garry, Worcester
Genea A. Gaulard, Oxford
Samantha Gennari, Southborough
Rachel E. Gerhardt, Worcester
Madeleine A. Gibbons, Lancaster
Jonathan J. Gilbert, Worcester
Rachel L. Gingras, Worcester
Lauren Goodsitt, Jefferson
Jocelyn N. Gozdowski, Brookfield
Timothy M. Graham, Uxbridge
Lindsey Graver, Bellingham
Hillary D. Greenhalge, Webster
Monica J. Gribouski, Holden
Joseph A. Ha, Worcester
Annaleisa Hackenson, Webster
Gavin J. Halloran, Worcester
Brett M. Haschig, Westminster
Rodney Hazard, Worcester
Kayla T. Hazen, Worcester
Rachel K. Heller, Medway
Samantha Hilton, Millis
Kelsey L. Hobson, Ware
Sarah E. Hoffman, Medway
Myles Hohman, Littleton
Tyler Holman, Worcester
Amy A. Holmes, Whitinsville
James P. Hopkins, Worcester
Deirdre E. Horan, Acton
Sarena D. Horava, Medway
Phuc T. Huynh, Worcester
Diane O. Ihebom, Worcester
Hannah S. Illman, Maynard
Irina A. Jalon, Worcester
Julianne D. Jensen, Shrewsbury
Remy C. Jette, Shrewsbury
Laura A. Johnson, Boylston
Patrick S. Johnson, Worcester
Ashley E. Johnston, Westborough
Colin J. Jonielunas, Worcester
Jessica Jorge, Oxford
Michael V. Josephs, Westborough
Julie A. Jyringi, Leicester
Jessica L. Katz, Worcester
Ellen E. Keane, Boylston
Kyle P. Kelleher, Webster
Matthew L. Kennedy, East Douglas
Dennis Kim, Wayland
Andrea C. Kisiel, Worcester
Jaclyn M. Kosciak, Northbridge
Janine Kottmyer, Bedford
Cynthia F. Kyei-Akomeah, Worcester
Valerie V. LaFlash, Worcester
Erica R. LaFleche, Spencer
Tiffany R. LaFrance, Cherry Valley
Emily J. Lambert, Westminster
Hannah E. Lane, Auburn
Jonathan R. Lavallee, Webster
Hoai H. Le, Worcester
Monaye M. Leathers, Worcester
Eric J. LeBlanc, Leicester
Michael J. LeBlanc, Dudley
Phillip M. LeBlanc, Leicester
Kiersten E. LeMieur, Templeton
Catherine A. Lenis, Worcester
Gina M. Lento, Lunenburg
Courtney L. Letourneau, Paxton
Christine E. Little, Brookfield
Lorena Loci, Worcester
Gabrielle B. Lucivero, Boylston
Scott P. Luro, Princeton
Charnele S. Luster, Warren
Annie J. MacNeal, Worcester
Kristy L. Maguire, Millbury
Stephanie A. Mahota, Oxford
Laura J. Malkiewich, Worcester
Lisa Z. Mao, Worcester
Erin E. Marcelonis, Oxford
Rebecca A. Mardirosian, Oakham
Daniel M. Marsden, West Boylston
Kayla A. Martinez, Berlin
Nicholas Martino, Natick
Isaac M. Matson, Baldwinville
Rachael E. Maynard, Oxford
Lindsey N. Mazzone, Upton
Katie A. McDonald, Douglas
Maggie L. McDonald, Douglas
Michael J. McGee, Worcester
Amy B. McInnes, Spencer
Brittany R. Miller, Worcester
Kelly A. Miller, Auburn
Kimberly A. Miller, Auburn
Brianna L. Millett, Leicester
Ashley M. Millette, Auburn
Alexis V. Monette, Gardner
Ross A. Morin, Worcester
Kayla Morrison, Maynard
Katherine A. Mrazik, Southbridge
Lisa Mues, Warren
Bridget E. Murphy, Sutton
Saadiya U. Mutawakil, Milford
Jeffrey G. Needham, Worcester
Elizabeth Nelson, Lunenburg
Samantha Nelson, Acton
William J. Nelson Jr., Auburn
Nancy T. Nguyen, Worcester
Van T. Nguyen, Worcester
Nicole R. Nikander, Fitchburg
Ryan T. Normandin, Uxbridge
Michelle Ntori, Worcester
April E. O’Brien, Spencer
Eileen M. O’Brien, Millbury
Meghan Olbrys, Douglas
Darren O’Neil, Wayland
Megan O’Neil, Framingham
Sean M. O’Quinn, Fitchburg
Meaghan A. O’Rourke, Sutton
Scholarships
Rebecca Orsini, Dudley
Bedward L. Ortiz, Worcester
Katelyn M. O’Toole, Clinton
Joseph J. Padellaro III, Princeton
Danielle E. Paige, Worcester
Alex J. Pappas, Webster
Steven M. Parent, Leominster
Jane L. Parker, Oxford
John C. Paul, Worcester
Haillee L. Pavolis, Oxford
Emily E. Pearce, Worcester
Joshua P. Pearson, Barre
Catherine N. Phillips, Webster
Danielle I. Pingue, Worcester
Sarah Plesh, Franklin
Ashley C. Pond, Auburn
Bryan D. Pope, Sterling
Kathryn Potenzone, Hopkinton
Kristin E. Poti, Worcester
Lindsey M. Poulin, Oxford
Marie C. Powers, East Brookfield
Kevin P. Prior, Shrewsbury
Brendan T. Quinlivan, Rutland
Samantha L. Raillo, Rochdale
Kelly A. Rambarran, Charlton
Kelley A. Ramsey, Northbridge
William J. Ratcliffe, Northbridge
Rachel S. Ravina, Rochdale
Briannah W. Raymond, Sutton
Timothy G. Raymond, Princeton
Juliann L. Reardon, Uxbridge
Melissa Rhodes, Mendon
Matthew E. Richards, Worcester
Michele C. Richinick, Jefferson
Gabriella R. Riggieri, Worcester
Kelsey E. Rioux, Oxford
Annie V. Rivera, Worcester
Patrick R. Rodgers, Clinton
Alex S. Rodriguez, Worcester
Amanda M. Roper, East Douglas
Brittany L. Rotatori, Auburn
Jeffrey M. Sabacinski, Webster
Evelyn Saez, Worcester
Akosua A. Sakyi, Worcester
Chelsea V. Salmonsen, Sutton
Yoshie Sasaki, Worcester
Kimberley H. Saunders, Spencer
Elizabeth Schroeder, Medway
Begum Sezer, Worcester
Gina M. Sheehan, Shrewsbury
Madison M. Shugrue, Worcester
Rebecca A. Silk, Holden
Michelle A. Sinclair, Auburn
Patrick R. Smalanskas, Holden
Andrea E. Smith, Milford
Jordan Stagg-Parmenter, Holliston
Lauren Stanzler, Wellesley Hills
Bryan J. Start, North Brookfield
Brett C. Stearns, Spencer
Samantha L. Stewart, North Oxford
Alicia M. Strader, Oxford
Kerry Sullivan, Acton
Amanda L. Surrette, Worcester
Jennifer Swain, Concord
Michael D. Szkutak, Northbridge
Jill Thompson, Sudbury
Alexis J. Tomaszewski, Worcester
Brendan L. Toohey, Princeton
Peter L. Tran, Worcester
Shandi R. Trucheon, Leicester
John M. Trumble, Worcester
Amanda M. Turnbull, Rochdale
Tucker P. Van Aken, Bolton
Ian R. Van Luven, Gardner
Kristen J. Vriesema, Whitinsville
Courtney E. Wade, Webster
Lan Wang, Westborough
Monica C. Warren, Lunenburg
Tiffany Warren, Lunenburg
Shannon E. Watterson, Worcester
Daniel Waugh, North Brookfield
Jarrett C. Weaner, Northbridge
Hannah M. Weinsaft, Hopkinton
Christina Wetzel, Littleton
Grace White, Medfield
Michael White, Groton
Samantha E. Whittier, Sutton
Daniel G. Wilkey, Sandwich
Ashley J. Williams, Auburn
Justin G. Witkowski, Clinton
Allison A. Wood, Shrewsbury
Rubby Wuabu, Worcester
Kimberly Zalatan, West Boylston
Weronika Zawora, Worcester
Jacy Zichella, Milford
Jillian N. Zingarelli, Shrewsbury
Every effort has been made to ensure
the accuracy of this list. If we have
made an error, please let us know.
Mayor Joseph C. O’Brien
(center) and Brendan Donahue
(right), Foundation corporators,
mingle with members of Youth
for Community Improvement at
the 2010 annual meeting.
31
Financials
An overview of 2010
D
uring 2010, Greater Worcester Community Foundation’s
capacity to meet its mission increased over the prior year,
thanks to a growth in fund value and the generosity of people
whose bequests and gifts expanded our endowment.
The Foundation has a responsibility to our donors and to our
community to ensure that philanthropic contributions given
to us last forever. 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.
Investment Committee chairman Tom Bartholomew (right)
and consultant Jeff Croteau review the Foundation’s
portfolio strategy.
Target Allocation
Real Estate
8%
Diversified
Inflation Hedges
7%
Global
Equities
35%
Absolute
Return
10%
High Yield
Bonds
10%
Long-Short
Equity Hedge Funds
10%
The Foundation uses a total return spending policy and
a maximum payout of 4% for grants from permanently
restricted endowment funds. Rather than distributing net
income, a total return approach allows spending of a fixed
rate of total market value including realized and unrealized
gains. This policy 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. Over the past 15 years, the Foundation portfolio
has grown more than 7% per year.
In this volatile economy, we attempt to manage risk through
extensive diversification. Among our investments are highyield bonds, international equities, and various sectors
including emerging markets, flexible capital, global macros,
and inflation hedging strategies. The chart on this page
describes our asset classifications and target allocation. The
detailed investment policy and up-to-date performance
evaluations are available by calling the Foundation office.
Core Bonds
20%
In this volatile economy, we attempt
to manage risk through extensive diversification.
32
Selected Financial Information
Years ended December 31, 2010 and 2009. Full financial statements are available upon request.
Consolidated Statements of Financial Position
2010
2009
ASSETS
Cash
$
Investments
79,109
$
117,194,817
171,065
107,506,328
Split interest agreements
1,760,307
1,767,666
Remainder interest in real estate
1,149,228
1,034,853
50,623
64,063
716,044
57,746
Property and equipment, net
Other assets
TOTAL ASSETS
$
120,950,128
$
110,601,721
$
186,400
$
447,425
LIABILITIES AND NET ASSETS
LIABILITIES
Distributions payable
Accounts payable and accrued expenses
Split interest obligations
Funds held as agency endowments
TOTAL LIABILITIES
62,151
67,824
838,613
854,226
10,485,781
9,038,220
11,572,945
10,407,695
925,509
866,916
NET ASSETS
Unrestricted – operating reserves
Unrestricted – appreciation (depreciation) on permanently
restricted net assets
(1,131,449)
(1,951,133)
(205,940)
(1,084,217)
Temporarily restricted
29,752,047
23,523,193
Permanently restricted
79,831,076
77,755,050
Total unrestricted
TOTAL NET ASSETS
$
109,377,183
$ 100,194,026
TOTAL LIABILITIES AND NET ASSETS
$
120,950,128
$
110,601,721
Consolidated Statements of Activities
2010
2009
REVENUES
Investment returns net of agency endowments
$
Contributions net of agency endowments
11,399,942
2,898,883
$
19,318,554
1,807,119
Change in value of split interest agreements
104,598
171,375
Change in value of remainder interest in real estate
114,375
469,853
Other support
220,942
72,299
14,738,740
21,839,200
Distributions net of agency endowments
4,278,141
3,605,096
Operating expenses
1,277,442
1,232,640
Total revenues
EXPENSES
Total expenses
5,555,583
4,837,736
Changes in net assets
9,183,157
17,001,464
NET ASSETS, beginning of year
NET ASSETS, end of year
$
100,194,026
83,192,562
109,377,183
$ 100,194,026
33
Committees
Appointed Committees
Asset Development Committee
H. Paul Buckingham III
Joy C. Child
Ross K. Dik
Gerald (Lee) Gaudette III
Dennis F. Gorman
Carol L. Seager
Marvin S. Silver
Audit Committee
Ellen S. Dunlap
Dennis F. Gorman
Patricia L. Jones
Moira Moynihan-Manoog
Auditor: Alexander, Aronson, Finning
& Co., PC
Distribution Committee
Yi-Hsin Chang
Gerald M. Gates
Steven G. Joseph
Linda C. Looft
Michael Nigro
Scott Rossiter
Tuyet Tran
Dori Vecchio
Governance Committee
Pamela K. Boisvert
Ellen S. Dunlap
Gail T. Randall
Mary C. Ritter
R. Joseph Salois
Grantmaking Committees
Investment Committee
William R. Carrick
James E. Collins
Dix F. Davis
Warner S. Fletcher
Abraham W. Haddad DMD
Jeffrey S. Solomon
Patricia Bukoski
Rev. Robert Fenby
Charles O’Connor
Arthur Pappas
Martha Pappas
Susan Pappas
Thomas Turco
Jeffrey R. Croteau, Prime Buchholz &
Associates
Community Ministries
Rev. Robert S. Bachelder
Rev. Louis G. Bond
Rev. Laura Goodwin
Robert Hallock
Rev. Heather Kattan
Sandra Longvall-Johnson
Susan Swanberg
Rev. Richard Whitefleet-Smith
Rev. Dan Wilson
Nominating Committee
Ross K. Dik
Honee A. Hess
Mónica E. Lowell
Christopher G. Mehne
Scott Rossiter
Nonprofit Support Center Advisory
Committee
Mark P. Bilotta
Ann E. Carlson
Ellen S. Dunlap
Timothy J. Garvin
Patsy C. Lewis
Ann T. Lisi
Stephen M. Pitcher
Kent dur Russell
Matt Wally
Carlton A. Watson
Fairlawn Foundation
Mary Aleksiewicz
Robert Anderson
Karl Bjork
Ann E. Carlson
John Duggan MD
N. Lynn Eckhert MD
Shelley Hall
Robert Lian
Fallon/OrNda Community Health
Fund
Mark P. Bilotta
Karen Canas
Dix F. Davis
Henry L. Ferguson
Gary L. Segal
Kelsa Zereski
Friends of Learning in Killingly
(FOLK)
Janice Ahola-Sidaway
Susan Rees Jones
Ralph E. LaChance
Paul D. Lefrancois
Richard N. Rust
Timothy J. Schmidt
Paul R. Theroux
Cathy E. Wade
Peter F. Keenan Jr.
Elaine Loehmann
Mary Lou Mulhane
for Brookfield
James W. Allen
Amy Law
Christine McManus
Brian Rossetti
Marjorie A. Cooper
Steven P. Corley
Paul A. Fontaine
Karl E. Gumpright
Cynthia R. LaPointe
James O’Donnell
Paul R. Rossley
Henry W. Beth
Brendan T. Donahue
Allen W. Fletcher
Stephen F. Gemelli
Wyatt R. Wade
Donna Williams
Youth for Community Improvement
Lailah Almazraawi
Alexandra Ambrose
Katie Bien
Maddie Boehm
Mary Chalino
Loan Chau
Zulma Chavez
Molly Eldredge
Emily Ellis
Steve Kang
Shaina Lo
Eryl MacConnell
John Oliveras
Kris Toomey
Angel Winston
Erin Wolosz
Cynthia L. Aiken
Ross K. Dik
Emily R. Ferrara
Judith Kirk
Carol L. Seager
The Foundation hosts educational events that enable donors to
share insights into community needs.
34
2010 Corporators
Lawrence J. Abramoff
Robert C. Achorn
Sara Trillo Adams
Robert S. Adler
Robb B. Ahlquist
Bruce C. Anderson
Robert J. Anderson
James A. Andreoli
John T. Andreoli
David P. Angel
Michael P. Angelini
Robert V. Antonucci
Ann Marie Argitis
Robert S. Bachelder
Dexter A. Bailey
Joseph F. Barbato Jr.
Richard C. Barry
John E. Bassett
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 J. Boone
George F. Booth II
Sarah Ann Bowditch
Cushing C. Bozenhard
Karin Branscombe
Denise H. Brookhouse
Paula A. Brouillette
Matthew A. Brunell
H. Paul Buckingham III
John H. Budd
Douglas P. Butler
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 Sr.
J. Christopher Collins
James E. Collins
Michael F. Collins
P. Kevin Condron
Marjorie A. Cooper
Martha A. Cowan*
Kenneth C. Crater
Michael J. Crawford
Timothy P. Crimmins Jr
Frederick G. Crocker Jr.
Ralph D. Crowley Jr.
Maritza Cruz
Katie Curtin-Mestre
Jeanne Y. Curtis
Jill C. Dagilis
Dix F. Davis
Laurel A. Davis
Daniel de la Torre Jr.
Richard W. Dearborn
Gene J. DeFeudis
James F. Delehaunty
William P. Densmore
Henry B. Dewey
Morgan B. Dewey
Ross K. Dik
David M. Dimenstein
Iliana D’Limas
Brendan T. Donahue
James C. Donnelly Jr.
Dorothy A. Dudley
Francis X. Dufault Jr.
Ellen S. Dunlap
David M. Dunn
N. Lynn Eckhert
Stephen J. Erickson
Barbara Elliott Fargo
Richard J. Fates
Saul F. Feingold
Peter S. Fellenz
Gerald Fels
Scott T. Fenton
Emily R. Ferrara
Deborah E. 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
Helen F. Garcia
Gerald M. Gates
Bruce Gaultney
Stephen F. Gemelli
Lisa Kirby Gibbs
Lawrence J. Glick
Dennis F. Gorman
Martha P. Grace
John E. Graham
Lois B. Green*
Martin J. Green
Barbara E. Greenberg
David N. Grenier
David R. Grenon
J. Michael Grenon
Veronica M. Griffin
John Gusha
Abraham W. Haddad
James H. Harrington
Ernest S. Hayeck
John J. Healy
John Herron Jr.
Honee A. Hess
John E. Hodgson
Kathryn Zingg Hunter
Michael E. Huppert
M Howard Jacobson
Frances E. Jewers-Langille
Patricia L. Jones
Maureen M. Kelleher
Alison C. Kenary
Richard B. Kennedy
Robert M. Kennedy
Priscilla S. Kerr
Mary E. Kett
Jean A. King
Audrey Klein-Leach
Barbara C. Kohin
Joyce R. Kressler
Agnes E. Kull
Deborah L. Larsen
Thomas P. LaVigne
Robert E. Layne
Thuha T. Le
Patsy C. Lewis
Robert J. Lewis
Joseph Lian Jr.
Robert Lian
Linda C. Looft
Stephen B. Loring
Mónica Escobar Lowell
Rosemary Luddy
John W. Lund*
Susan M. Mailman
Thomas D. Manning
Donata J. Martin
Pamela A. Massad
Tod Masterman
C. Jean McDonough
Michael C. McFarland
Linda M. McGowan
Robert H. McLaren
Cynthia M. McMullen
Christopher G. Mehne
Donald R. Melville
Barbara W. Merritt
Peter Metz
Erwin H. Miller
John O. Mirick
Ann K. Molloy
Charles F. Monahan Jr.
Janet Wilson Moore
Maureen F. Moorehouse
Barrett Morgan
Gail M. Morgan
Laurance S. Morrison
James J. Moynihan
Moira Moynihan-Manoog
Thomas V. Murray Jr.
Laura H. Myers
Robert Z. Nemeth
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
Michael D. 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
Maria L. Rosado
Melvin M. Rosenblatt
Scott Rossiter
Paul R. Rossley
Kent dur Russell
Francis M. Saba
Brenda K. Safford
Nancy H. Sala
Andrew Salmon
R. Joseph Salois
Kwasi Sarpong
Ralph F. Sbrogna
Roberta R. Schaefer
Paul F. Schlaikjer
Paul F. Scully
Carol L. Seager
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
John J. Spillane
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
David N. Tinsley
E. Paul Tinsley
Rosalie Torres Stone
Lindsay A. Tosi
Roger R. Trahan Jr
Margaret W. Traina
Richard P. Traina*
Tuyet Tran
Ann K. Tripp
John A. Trobaugh
Michael P. Tsotsis
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 H. White
Harry T. Whitin
Thomas J. Wickstrom
Jack L. Wolfson
Gary R. Wood
David K. Woodbury
Janice B. Yost
Kelsa L. Zereski
Robert Zibinskas
Marita Zuraitis
*Deceased
35
Board of Directors & Staff
BOARD OF DIRECTORS
STAFF
Ann T. Lisi
President & CEO
[email protected]
Chair
Vice Chair
Treasurer
Clerk
R. Joseph Salois
President
Atlas Distributing
Warner S. Fletcher
Director
Fletcher Tilton PC
Thomas J.
Bartholomew
President
Bartholomew
& Company
Ellen S. Dunlap
President
American
Antiquarian Society
Diane S. Allain
Accounting Manager
[email protected]
Pamela B. Kane
Senior Program Officer
[email protected]
Pamela Keogh CPA
Director of Finance & Administration
[email protected]
Officer at-Large
Officer at-Large
Gerald (Lee)
Gaudette III
President
Gaudette Insurance
Agency
Mary C. Ritter
Vice President
Fallon Community
Health Plan
Robert S. Adler
Managing Partner
Seder & Chandler
Dexter A. Bailey
Vice President for
Advancement
Worcester Polytechnic
Institute
Christine R. Louis
Director of Donor Relations
[email protected]
Gail T. Randall
Special Projects Officer
[email protected]
Joanne M. Reegan
Finance Assistant & Human Resource Manager
[email protected]
Pamela K. Boisvert
Vice President
Colleges of Worcester
Consortium
Brian M. Chandley
Vice President
Southbridge
Savings Bank
Dix F. Davis
Allmerica (retired)
Gerald M. Gates
Regional President
American Stop Loss
Lois A. Smith
Senior Program Officer
[email protected]
Kelly A. Stimson
Donor Services Manager
[email protected]
Jasmine Vasquez-Okutoro
Administrative Assistant
[email protected]
Director of Diversity &
Community Relations
Worcester Academy
Dennis F. Gorman
Director
Fletcher Tilton PC
Mónica E. Lowell
Vice President
UMass Memorial
Health Care
Ann K. Molloy
Partner
Mountain, Dearborn
& Whiting LLP
Chairman
Cutler Associates, Inc.
Scott Rossiter
Chairman
Lampin Corporation
George A. Tetler III
Partner
Bowditch & Dewey
Carlton A. Watson
Executive Director
Henry Lee Willis
Community Center
36
Jacqueline L. Williams
Office Assistant
[email protected]
Ways to Give
Many options are available to those who contribute to Greater Worcester Community Foundation.
CREATE A NAMED FUND
ADD TO AN EXISTING FUND
With a gift of $10,000 or more, you can establish a named
fund to create your personal legacy. You choose the type of
fund that best meets your goals, and we do the rest—handling
all administration and grant making on your behalf.
Your fund may be donor advised, scholarship, designated,
discretionary, or field of interest.
Each of our named funds accepts additional contributions of
any amount, giving donors the opportunity to support a cause,
honor a loved one, or express your values. A complete roster of
named funds is listed in the Annual Report and on our website.
Creating a 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.
You can contact the Foundation at 508.755.0980
or visit the website at www.greaterworcester.org
OR MAKE A PLANNED GIFT
You can make a gift to the community that provides income
and tax benefits now and after your lifetime supports your
philanthropic goals. Ways to make a planned gift include
• Naming the Foundation in your will or as the beneficiary of IRA assets
• Transferring a life insurance policy, making premium payments tax-deductible
• Donating retained real estate as a future gift while using the property throughout your lifetime
• Setting up a pooled income fund gift, charitable gift annuity or charitable remainder trust
2010 Annual Report Production Credits
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 3: Courtesy of Worcester Telegram & Gazette
P 4: Courtesy of the Barre Gazette
P 5: Photography by Winthrop Handy
P 6: Courtesy of the Herron family
P 7: Courtesy of Mary K. Alexander
P 9: Photography by Dan Vaillancourt
P 10: Pearle L. Crawford Memorial Library, Courtesy of Worcester
Telegram & Gazette
Peter H. Levine, Courtesy of UMass Memorial
John W. Lund, Photography by Dan Vaillancourt
P 11: Salois Family, Photography by Tammy Woodard
GLBT Partnership, Courtesy of Joel Greene
Practical Education, Photography by Dan Vaillancourt
All other New Fund photos supplied by fund donors
P 21: Courtesy of Tenacity, Inc.
P 36: Photography by Tammy Woodard and Courtesy of Board Members
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
THE ART 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.
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

2010 Annual Report - Greater Worcester Community Foundation

Transcription

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