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2011 Annual Report - Greater Worcester Community Foundation

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<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong><br />

<strong>Annual</strong> <strong>Report</strong> <strong>2011</strong><br />

Traveling Together<br />

Our Journey Of Giving


<strong>2011</strong> By the Numbers<br />

At a Glance<br />

Grants and Contributions - Ten Year Record<br />

Total Assets<br />

Contributions<br />

Number of gifts<br />

Number of donors<br />

Investment returns<br />

Grants and scholarships approved<br />

Number of grantee organizations<br />

Number of new funds<br />

Total named funds<br />

$115,965,007<br />

$3,406,010<br />

1019<br />

849<br />

-2.4%<br />

$5,132,406<br />

524<br />

23<br />

470<br />

Our Fund Types<br />

Approved Grants by Broad Category<br />

Total Awards $5,132,406<br />

Discretionary<br />

Field of Interest<br />

Committee Advised<br />

Donor Advised<br />

Designated<br />

Agency<br />

Scholarship<br />

$21,712,733<br />

$13,647,022<br />

$23,409,425<br />

$14,324,055<br />

$16,778,376<br />

$11,550,297<br />

$10,668,069<br />

Health &<br />

Human Services<br />

$1,870,079<br />

Arts<br />

$883,756<br />

<strong>Community</strong><br />

Development<br />

$441,576<br />

Total Market Value<br />

$112,089,976<br />

Environment<br />

$145,459<br />

Education<br />

$1,791,536<br />

<strong>Annual</strong> <strong>Report</strong> Index<br />

Letter to Our <strong>Community</strong><br />

Highlights of <strong>2011</strong><br />

New Funds Created in <strong>2011</strong><br />

Donor Advised Funds<br />

Designated Funds<br />

Scholarship Funds<br />

Field of Interest and<br />

Committee Advised Funds<br />

Discretionary Funds<br />

Agency Funds<br />

Contibutors<br />

Grants<br />

The Acorn Society<br />

Financials<br />

Committees<br />

Corporators<br />

Board of Directors and Staff<br />

Ways to Give<br />

1<br />

2<br />

4<br />

6<br />

8<br />

10<br />

12<br />

14<br />

15<br />

16<br />

19<br />

27<br />

28<br />

30<br />

31<br />

32<br />

Inside back cover<br />

Dollars (Thousands)<br />

$1500<br />

$1000<br />

$500<br />

$0<br />

$879,480<br />

Discretionary<br />

Grant Awards by Fund Type<br />

Approved Grants by Fund Type<br />

Total $5,132,406<br />

Total $5,132,406<br />

$632,178<br />

Field of<br />

Interest<br />

$1,289,246<br />

Committee<br />

Advised<br />

$911,430<br />

Donor<br />

Advised<br />

Fund Type<br />

$662,890<br />

Designated<br />

$235,718<br />

Agency<br />

$521,464<br />

Scholarship<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Letter to Our <strong>Community</strong><br />

Dear Friends,<br />

Welcome to our <strong>2011</strong> report. Its theme<br />

of travel reflects our way of working<br />

together as fellow travelers toward our<br />

shared goal of community betterment.<br />

Each year, our journey continues, and<br />

we prepare well to meet challenges<br />

while also responding with flexibility<br />

to unexpected turns and discoveries.<br />

We see the familiar in new ways,<br />

exhilarated by each others’ fresh<br />

perspectives, both broad views and<br />

close-up encounters.<br />

For example, our Early Childhood<br />

Leadership Initiative demonstrates<br />

our new, proactive, issue-driven<br />

approach to grantmaking. We found<br />

common ground among ten of our<br />

grantees working in arenas that<br />

influence the lifelong success of our<br />

youngest learners. By pooling money<br />

from several donor funds, we made<br />

grants that expand and improve these<br />

programs and connect them into an<br />

informal coalition. Their collaboration<br />

underscores the well-documented<br />

importance of a child’s first 1,000 days<br />

of life in developing skills that can<br />

lead to college success and a productive<br />

adulthood. This grantmaking initiative<br />

is also galvanizing private-and-public<br />

sector support for similar programs to<br />

strengthen early childhood education in<br />

<strong>Greater</strong> <strong>Worcester</strong>.<br />

knowledge of the community and the<br />

opportunity to create an endowed,<br />

named fund with $10,000 that honors a<br />

loved one or serves a cherished cause in<br />

perpetuity.<br />

You are joining us on a great journey.<br />

Spread the word. Each year we<br />

continue to make new discoveries and<br />

reap new rewards on behalf of our<br />

community. Find out about our <strong>2011</strong><br />

accomplishments in the following<br />

pages.<br />

Sincerely,<br />

Ann T. Lisi<br />

President and CEO<br />

R. Joseph Salois<br />

Chairman<br />

Joe Salois and Ann Lisi guide<br />

<strong>Foundation</strong> activities that support<br />

nonprofit organizations throughout<br />

Central Massachusetts.<br />

On the cover:<br />

A pictorial array of some memorable<br />

moments and milestones in <strong>2011</strong>.<br />

Explore Our<br />

New Website!<br />

greaterworcester.org<br />

Another <strong>2011</strong> program that recognizes<br />

and builds on existing strengths is our<br />

new Professional Advisors’ Network.<br />

Financial advisors have been friends of<br />

the <strong>Foundation</strong> from its start, valuing<br />

its resilience, flexibility and efficiency as<br />

a vehicle to meet clients’ philanthropic<br />

and financial objectives. Now we are<br />

engaging advisors to actively recruit<br />

new donors, drawn by our deep<br />

Scan this QR Code with your iPad,<br />

iPhone, Android or other smart phone<br />

to automatically be directed to the<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong><br />

website where you can download .pdfs of<br />

this and past <strong>Annual</strong> <strong>Report</strong>s.<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

1


Highlights of <strong>2011</strong><br />

Celebrating our 37th year, the <strong>Foundation</strong> remains faithful to the vision of its founders, whose experiment in<br />

a distinctly neighborly and self-reliant model of philanthropy took hold and spread deep roots. Here are some of<br />

our highlights from <strong>2011</strong>.<br />

• Introduced the Early Childhood Leadership Initiative of the Grants Task Force, a proactive investment in<br />

local nonprofits advancing pre-K through college readiness that will foster mutual learning as well as public/<br />

private sector support.<br />

• Continued strong growth in new donors by adding 23 new funds, bringing the total of named funds to 470.<br />

• Received $1.7 million in gifts from donors and $1.6 million in agency fund deposits, sustaining 2010<br />

performance.<br />

• Furthered outreach and donor education resources by designing and inaugurating the <strong>Foundation</strong>’s new<br />

interactive web site.<br />

• Established the Professional Advisors<br />

Network to expand relationships with<br />

these critical partners, who value the<br />

<strong>Foundation</strong> as a vehicle to meet clients’<br />

financial and philanthropic goals and<br />

engage new donors.<br />

Professional Advisors Network (Front from left):<br />

Dorothy Dimitri, Janet Bousquet, Ann Molloy,<br />

Anne Wales, Patricia Jones: (2nd Row):<br />

Michael Grenon, Timothy O’Malley, Jay Aframe,<br />

Michael Martin, Neil Petersen, Joseph Stolberg<br />

(chair), Tracy Craig, Charles Manoog: (3rd Row):<br />

John Merrill, Michael Bollus, Joel Buthray, Michael<br />

Brockelman, George Dresser, Daniel Tinsley,<br />

Dennis Gorman, Marvin Silver, Donald Maloney.<br />

• Launched the Donor Stewardship Committee<br />

to ensure continuous excellence in donor<br />

relations, promote awareness of the <strong>Foundation</strong>’s<br />

unique benefits, and help to attract more donors<br />

for the future.<br />

Members of the new Donor Stewardship Committee<br />

include (from left): Lee Gaudette, Kathy Metzger,<br />

Ben Craver, Marla Maykel Pyle, Scott Rossiter, Ann-<br />

Marie Argits, Harry Dewey, Polly Traina and Ross Dik.<br />

2<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Highlights of <strong>2011</strong><br />

• Hosted the <strong>Foundation</strong>’s Insights <strong>2011</strong>: Livable Cities held in September, which included a tour of the<br />

Providence Hill neighborhood, talks on Census 2010, the role of nonprofits in inner cities, and a reception<br />

at <strong>Worcester</strong> Academy’s alumni house.<br />

Distribution Committee member Tuyet Tran and Board Chair Joe Salois were among the participants<br />

in the <strong>Foundation</strong>’s Insights <strong>2011</strong>: Livable Cities, which included a tour of Providence Hill.<br />

At a Nonprofit Support Center session, Fred Enman, executive director of Matthew 25, confers with<br />

his board member Barbara Athy and Nancy Cahalen of the Better Business Bureau talks with Jeannie<br />

Hebert of the Blackstone Valley Chamber of Commerce.<br />

• Celebrating its 13th year, the <strong>Foundation</strong>’s Nonprofit Support Center helps to develop a capable,<br />

forward-thinking, and collaborative nonprofit sector in <strong>Worcester</strong> County through programs and<br />

services such as its annual breakfast series, which began with a well-attended session by Jay Vogt,<br />

“From Board Roles to Board Goals.”<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

3


New Funds Created in <strong>2011</strong><br />

DONOR ADVISED FUNDS<br />

James C. and Glenna A. Brunner Memorial Fund<br />

Cynthia Strub created this donor advised<br />

fund in memory of her parents: Glenna was<br />

an artist and James an avid outdoorsman.<br />

The fund supports organizations in the areas<br />

of the environment and the arts.<br />

Francis A. Ford and Shirley A. Doyle Fund<br />

This donor advised fund will carry out the philanthropic<br />

interests of Fran Ford and Shirley Doyle.<br />

John V. Frank Fund for Pomfret Area<br />

John Frank is a fourth-generation resident<br />

of Akron, Ohio, with a summer home<br />

in Pomfret, CT. He created this donor<br />

advised fund to benefit cherished projects<br />

in the “Quiet Corner” of Connecticut and<br />

other areas of New England.<br />

The SASA Fund<br />

This donor advised fund enables a private couple to do some of<br />

their giving anonymously.<br />

DESIGNATED FUNDS<br />

Richard and Deanna Charves Fund<br />

Deanna and Richard Charves took advantage<br />

of the tax benefit gained by rolling over their<br />

mandatory IRA distribution and created<br />

an endowment to support St. Bernadette’s<br />

School in Northborough, where Deanna<br />

worked as a volunteer.<br />

Gerald J. and Dallas M. Eydenberg Fund<br />

This designated fund was created in <strong>2011</strong> by<br />

Janis Eydenberg to honor her parents and<br />

serve humanity around the world.<br />

The Norma Feingold<br />

<strong>Worcester</strong> History Prize Fund<br />

Born and raised in <strong>Worcester</strong>, Norma<br />

loved the city and its history. For<br />

seventeen years, she was an editor<br />

and research assistant at <strong>Worcester</strong><br />

Historical Museum. Her husband, Saul,<br />

and their children created this fund to<br />

honor Norma’s memory and encourage<br />

young people to engage in the exciting<br />

exploration of <strong>Worcester</strong>’s history.<br />

The Lund Unitarian Church Fund<br />

John W. Lund (1920–2010) created<br />

this designated fund for the benefit of<br />

First Unitarian Church of <strong>Worcester</strong>.<br />

The Church brings people together to<br />

deepen spiritual lives and to “live in right<br />

relationship with fellow human beings and with all creation.”<br />

The Hon. James F. Queenan<br />

Legal Services Fund<br />

Retired bankruptcy judge James F. Queenan<br />

and his wife, Helen, created this fund to<br />

support <strong>Community</strong> Legal Aid, which<br />

assists low-income, elderly and other<br />

disenfranchised people and challenges barriers to social and<br />

economic justice.<br />

The Marion & Arthur Rossiter Fund for<br />

Evangelical Congregational Church<br />

A lifelong resident of Grafton, Marion<br />

Rossiter-Smith created this fund to honor<br />

her late husband and to support the music<br />

and youth education programs at the<br />

Grafton Congregational Church.<br />

AGENCY FUNDS<br />

Boston Chinatown Neighborhood Center, Inc.<br />

For over 40 years, Boston Chinatown Neighborhood Center<br />

has served as a vital link for the Asian American community<br />

of <strong>Greater</strong> Boston. This fund helps ensure future resources<br />

for its mission to integrate newcomers while preserving their<br />

rich culture.<br />

The Chin Tunn Fon<br />

Endowment Fund for BCNC<br />

The Chin Tunn Fon Endowment<br />

Fund embraces the spirit and legacy<br />

of immigrants. Using appreciated<br />

stock, Frank Chin and his wife, Rose<br />

established this endowment to generate<br />

an income stream in perpetuity for the<br />

agency’s children, youth and families. BCNC is appreciative<br />

and grateful for such a farsighted gift.<br />

4 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


New Funds Created in <strong>2011</strong><br />

Camp Putnam Agency Fund<br />

At Camp Putnam, caring and sharing<br />

are core values, a connection to nature is<br />

key to personal development, and every<br />

child deserves access to the summer camp<br />

experience regardless of ability to pay.<br />

These philosophies have guided the organization for over 60<br />

years, and this fund helps support it for decades to come.<br />

Friends of Beaman Memorial Public Library<br />

Endowment Fund<br />

In 1911, George Calvin Rice, a local farmer,<br />

presented the town of West Boylston with<br />

the option to purchase land for a new library<br />

in honor of his great-grandfather, Major<br />

Ezra Beaman. The plan was approved at<br />

town meeting, and the Beaman Memorial<br />

Public Library was opened to the public on<br />

September 6, 1912. The Friends group created this endowment<br />

for library programs and operations.<br />

Friends of Hope Cemetery Fund<br />

The Friends of Hope Cemetery was<br />

founded in 1991 by a group of concerned<br />

citizens who wished to assist the city of<br />

<strong>Worcester</strong> to protect and beautify an<br />

historic cemetery. Today, the Friends offer<br />

tours, lectures, bird walks, conservation<br />

workshops and Arbor Day activities.<br />

Preservation <strong>Worcester</strong> Endowment Fund<br />

The mission of Preservation <strong>Worcester</strong> is to<br />

maintain for future generations the sites and<br />

structures significant to the culture, history,<br />

and architecture of the city and to encourage<br />

excellence in future design.<br />

SCHOLARSHIP FUNDS<br />

Wallace D. and Dorothy M. Andrews Scholarship Fund<br />

Wallace and Dorothy Andrews have<br />

mentored many gifted young people<br />

to pursue their dreams and set high<br />

aspirations. This scholarship will assist<br />

African-American students to pursue<br />

college studies in science, mathematics<br />

and engineering.<br />

Mary Ann Binkoski Scholarship Fund<br />

Mary Ann Binkoski devoted her career to<br />

the youth of the city. She was an educator in<br />

the <strong>Worcester</strong> Public Schools for 36 years,<br />

including 14 years as principal of Grafton<br />

Street School, ending with her untimely death<br />

in 2008. This scholarship is dedicated to her life’s work for the<br />

children of <strong>Worcester</strong>.<br />

Seven Hills Charter Public School<br />

Scholarship Fund<br />

Seven Hills Charter Public School<br />

prepares a diverse cross-section of<br />

<strong>Worcester</strong> children for success as students,<br />

workers, and citizens by providing them<br />

with a high-quality education through<br />

Grade 8. This Fund will provide college scholarships to eligible<br />

students who attended Seven Hills.<br />

Mark W. Tripp Scholarship<br />

This scholarship was created by Ann,<br />

Elizabeth and Sam Tripp to honor their late<br />

husband and father. Awards will be made<br />

each year to a local student who has survived<br />

cancer or the death of an immediate family<br />

member.<br />

Leonard H. White Scholarship Fund<br />

The R.H. White family of companies<br />

remains as it began in 1923: devoted to the<br />

communities in which its customers and<br />

employees live and work. It is in this spirit<br />

that this scholarship has been created for<br />

children of employees to secure college education in the fields of<br />

engineering, construction, or business management.<br />

DISCRETIONARY and FIELD OF INTEREST<br />

Densmore <strong>Community</strong> Fund<br />

This fund will help to ensure that many of the cherished projects<br />

of Bill and Martha Densmore are supported.<br />

<strong>Worcester</strong> County Food Bank Fund to End Hunger<br />

The Food Bank has established this fund to raise awareness of<br />

the problem of hunger and to provide funds for programs and<br />

strategies that help to alleviate or reduce its<br />

causes. Grants may be used for the operating<br />

needs of the Food Bank’s Hunger-Free<br />

Network as well as for pilot projects and<br />

innovative strategies that promote systemic<br />

and sustainable solutions to the problem<br />

of hunger.<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

5


Henry B. and Jane K. Dewey Fund<br />

A young visitor enjoys a Family Day at the <strong>Worcester</strong> Art<br />

Museum, one of the organizations that Harry and Jane Dewey<br />

support through their donor advised fund.<br />

Harry and Jane Dewey established this donor advised fund in 1994 to support a variety of educational<br />

and community service programs. A lifelong <strong>Worcester</strong> resident and one of our founders, Harry describes its<br />

advantages:<br />

• Perpetuity: During our lives we can request payments to our favorite charities; after we are gone the fund<br />

will continue our pattern of giving.<br />

• Investment Acumen: With its large asset base, the <strong>Foundation</strong> can obtain sophisticated investment counsel.<br />

• Good Management: We have observed the competence of the <strong>Foundation</strong> leadership and are satisfied that it<br />

is excellent and will continue to be so.<br />

• Flexibility: Needs change and charitable organizations cease to be. With this fund adjustments can be made<br />

without incurring court expenses.<br />

• <strong>Community</strong> Solidarity: One of the pleasures in having a fund is the joy of joining many of our friends and<br />

hundreds of similarly motivated citizens in this effort to better our community.<br />

Donor Advised Funds<br />

These allow donors and their successors to actively recommend different organizations each year to receive grants.<br />

Argitis Family Fund (2004)<br />

Isabel K. Arms Fund (2005)<br />

Jane Bath Fund (2007)<br />

The JoAnn Waite Bennett Memorial Fund (2010)<br />

Olive I. and Anthony A. Borgatti Jr. Donor Advised Fund (1987)<br />

Bowditch & Dewey Fund (1990)<br />

Bozenhard Charitable Fund (2005)<br />

James C. and Glenna A. Brunner Memorial Fund (<strong>2011</strong>) NEW<br />

The Douglas P. Butler Fund (1998)<br />

George S. and Tammy Butler Fund (2007)<br />

Marcia Butzel Fund (2001)<br />

William R. and Janet A. Carrick Fund (1998)<br />

Wynne L. Chase Fund (1998)<br />

Maureen Logan Coghlin Fund (2001)<br />

Herbert B. and Jayne Cohan Fund (2000)<br />

Paul E. Cohan Fund (2000)<br />

The Dr. James J. Convery and Tracy A. Craig Fund (2009)<br />

Hugh W. and Harriet K. Crawford Fund (2004)<br />

Elizabeth A. Culhane Memorial Fund (2000)<br />

Jeanne Remillard Curtis Fund (1999)<br />

Rosemary Davis Memorial Fund (2000)<br />

Dana L. DeAngelis-McDonald Memorial Fund (2002)<br />

Gene J. DeFeudis Fund (2005)<br />

Theodore and Marjorie M. Deitz Fund (1993)<br />

Martha L. and William P. Densmore Fund (1999)<br />

Henry B. and Jane K. Dewey Fund (1994)<br />

Morgan B. and Loretta R. Dewey Fund (2001)<br />

Carolyn Knight Dik Fund (1998)<br />

Ross and Lisa Dik Fund (1993)<br />

Barbara M. and Irving James Donahue Jr. Fund (1993)<br />

Lillian Knowles Eldred Fund of Pakachoag Church<br />

for the Support of Sacred Music (1999)<br />

Gordon Iver and Dorothy Brewer Erikson Fund (1996)<br />

Finnish American Social Club Fund (1998)<br />

Finnish Heritage <strong>Foundation</strong> Fund (1991)<br />

Francis A. Ford and Shirley A. Doyle Fund (<strong>2011</strong>) NEW<br />

John V. Frank Fund for Pomfret Area (<strong>2011</strong>) NEW<br />

Barbara H. Gaudette Fund (2007)<br />

Lillian R. Goodman & Mary K. Alexander Fund<br />

for Nursing Education & Research (1999)<br />

David R. and Rosalie A. Grenon Fund (1986)<br />

Newell and Betty Hale Fund (2001)<br />

Raymond P. Harold Memorial Fund (1982)<br />

Harris Family Fund (2001)<br />

6 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Donor Advised Funds Offer Choice, Convenience and Connection<br />

At the <strong>Foundation</strong>’s February winter supper for donors, preservation artisan Sally Bowditch<br />

gave a talk about the restoration of the Hanover Theatre.<br />

Donors actively contribute to their community with a donor advised fund. You take a proactive, ongoing<br />

role in making grant recommendations that fulfill your charitable goals. You may also appoint successor<br />

advisors for one generation beyond yourself, and involve your children or other family members in<br />

continuing your philanthropy. Once this advising period end, your fund continues to fulfill your stated<br />

goals in perpetuity.<br />

The <strong>Foundation</strong> is one of the oldest and largest sponsors of donor advised funds in New England. Its<br />

services simplify your giving, handling all administration and tax reporting processes for a modest fee.<br />

The <strong>Foundation</strong> can also provide you with insights into community needs that help you increase the<br />

impact of your grants. And as active participants in grantmaking, donors often enjoy joining <strong>Foundation</strong><br />

events and connecting with others who share their charitable interests.<br />

Donor Advised Funds (continued)<br />

The Hedin Family Memorial Emergency Fund (2007)<br />

Frances M. Herron Fund (1997)<br />

Gertrude Alice Johnson Fund (2002)<br />

William and Maureen Kelleher Charitable Fund (2008)<br />

W. David and Lee Norton Kelly Family Fund (2002)<br />

Kirby <strong>Foundation</strong> Fund (2007)<br />

Augusta H. Kressler, M.D. Fund (2002)<br />

George and Anna Krikorian Family Fund (1994)<br />

Lionel M. and Cynthia E. Lamoureux Fund (2000)<br />

The LaVigne Family Fund (1992)<br />

Anne A. Levine Fund (1995)<br />

Peter H. and Catherine H. Levine Fund (2007)<br />

Celeste and Dave Lionett Donor Advised Fund (2004)<br />

Lisi-Greene Fund (2004)<br />

MacLean Family Fund (2004)<br />

Marla Maykel Fund (2001)<br />

Charles H. McDonald Memorial <strong>Foundation</strong> (2005)<br />

C. Jean and Myles McDonough Fund (1988)<br />

Winifred Meany Killay and Matthew Meany Memorial Fund (2003)<br />

The Metzger Family Fund (2010)<br />

Barrett and Mahroo Morgan Donor Advised Fund (2008)<br />

James J. and Patricia A. Moynihan Donor Advised Fund (2003)<br />

John M. Nelson Fund (1990)<br />

Ernest Osterman Family Fund (2004)<br />

Pakachoag Church Fund for Human Understanding (1999)<br />

Arthur M. Pappas and Martha R. Pappas Donor Advised <strong>Foundation</strong> (2002)<br />

Pelletz Family Fund (2003)<br />

Town of Petersham Fund (1984)<br />

The Pyle Fund (1986)<br />

Paul and Fay Rossley Fund (1995)<br />

Salois Family Fund (2010)<br />

Donna R. C. and John E. Sansoucy Fund (2006)<br />

The SASA Fund (<strong>2011</strong>) NEW<br />

Charles E. Scott <strong>Community</strong> Fund (1997)<br />

Charles E. Soule Paul Revere Insurance Group Centennial Fund (1995)<br />

Stonewall Fund (2008)<br />

Candi Tiarks Cancer Research Fund (1996)<br />

Margaret and Gordon Torgersen Fund (2000)<br />

Traina Family Youth DevelopmentFund (1999)<br />

Tree Fund (2000)<br />

Trust in Kids Fund (1987)<br />

Amos E. and Ann Laura Wasgatt Fund (1997)<br />

Todd H. Wetzel Fund (1992)<br />

Whittier Family Charitable Gift Fund (2007)<br />

Glenda and Arthur Wolpert Fund (1999)<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

7


Marcia R. Katter Memorial Fund<br />

Even during her student<br />

teaching days at Quinsigamond<br />

<strong>Community</strong> College, Marcia<br />

Katter (1944–2000) demonstrated<br />

her abundant gifts as an early<br />

childhood educator. Soon she was<br />

directing her own program, the<br />

Trinity Lutheran <strong>Community</strong><br />

Nursery School. Rather than turn<br />

away any child, Marcia awarded<br />

numerous scholarships to her<br />

young students.<br />

Marcia Katter (1944–2000), with her grandsons<br />

Jordan and Cody in August of 2000, was a beloved<br />

grandmother and early childhood educator. A recent<br />

grant from the Marcia R. Katter Memorial Fund<br />

purchased oversized books for pre-school children.<br />

When the <strong>Worcester</strong> Public Schools introduced its preschool<br />

program, Marcia became one of its teachers, while at the same<br />

time earning her master’s degree at <strong>Worcester</strong> State College.<br />

“This was an exciting and challenging period in my mother’s<br />

life, which she whole-heartedly embraced,” says her son, Kent P.<br />

Katter. In 2001, after his mother’s untimely death, Kent created<br />

this designated fund.<br />

“My mother would be proud that a fund in her name benefits the<br />

<strong>Worcester</strong> Public Schools preschool program. She was a kind,<br />

giving and loving person. This fund memorializes her and honors<br />

her 25-year teaching career.”<br />

Designated Funds<br />

Designated funds allow donors to name specific beneficiaries for annual support.<br />

Abby’s Empowerment Fund (2009)<br />

Hollis E. and Gwendolyn D. Alden Fund (1977)<br />

Clarence S. Arms Family Fund (1986)<br />

Elizabeth Trumbull Barton Fund (2004)<br />

Edward W. Bettke Scholarship Fund (2007)<br />

Barbara Allen Booth Fund (2001)<br />

Robert W. Booth Fund for the <strong>Worcester</strong> Historical Museum (2002)<br />

Bosler Humane Society Fund (1986)<br />

Bruce Breger Memorial Fund for BSA Troop 1 of Northboro (2010)<br />

H. Paul and Sara B. Buckingham III Fund (2000)<br />

Dr. and Mrs. Edward Budnitz Fund (1995)<br />

Polly C. and Joseph R. Carter Fund (1987)<br />

John P. Castagnetti Memorial Fund (2003)<br />

Central Massachusetts Disaster Relief Residue Trust Fund (1980)<br />

Richard and Deanna Charves Fund (<strong>2011</strong>) NEW<br />

Chesson Family Fund (1991)<br />

Charles P. Ciaffone and Rose B. Ciaffone Fund (2005)<br />

Martha A. Cowan Fund (1987)<br />

Hugh W. and Harriet K. Crawford Endowment Fund<br />

for the Pearle L. Crawford Memorial Library (2006)<br />

Ethel S. Cunningham Fund (1987)<br />

Henry B. and Jane K. Dewey Fund for Wellesley College (2007)<br />

Jane Kenah Dewey Abbot/Andover Fund (2007)<br />

Directors and Corporators Fund (1984)<br />

Douglas Center Cemetery Preservation Fund (1999)<br />

Marjorie G. and Elmer E. Ellison Jr. Fund (2001)<br />

Gerald J. and Dallas M. Eydenberg Fund (<strong>2011</strong>) NEW<br />

The Norma Feingold <strong>Worcester</strong> History Prize Fund (<strong>2011</strong>) NEW<br />

Norma and Saul F. Feingold Joy of Music Fund (2006)<br />

Shirley Feldman Fund (2005)<br />

First Congregational Parish, Unitarian Fund (2006)<br />

First Unitarian Church Fund (2006)<br />

Patricia Fisher Fund (2006)<br />

Paris and Marion S. Fletcher Fund for United Way (1992)<br />

Lois B. and Robert F. Green Fund (2001)<br />

Newell Hale Memorial Fund (2003)<br />

Francis A. and Jacquelyn H. Harrington Fund for United Way (1992)<br />

Ginette Harrison, MD Memorial Fund (2002)<br />

Hendricks House Preservation Fund (1999)<br />

Honee A. Hess Partnership with Children Fund (1996)<br />

Robert G. and Eliza C. Hess Fund (1979)<br />

Holden Council on Aging/Senior Center Fund (2003)<br />

Jeppson Memorial Fund (1976)<br />

Marcia R. Katter Memorial Fund (2001)<br />

Lawrence M. and Augusta L. Keeler Fund (1997)<br />

Paul J. and Dorothy B. Kervick Fund (1996)<br />

Peter J. and Sophie Kosky Fund (1988)<br />

Max H. and Eloise A. Kuhner Memorial Fund (2005)<br />

8 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Hollis E. and Gwendolyn D. Alden Fund<br />

During their lifetime, Hollis and Gwendolyn Alden gave<br />

to a set of institutions they admired through their own<br />

private foundation. After the couple died, their children<br />

decided to dissolve the foundation and replace it with this<br />

designated fund. Established in 1977, the fund contributes<br />

to the causes favored by the Aldens in perpetuity.<br />

Yet over 30 years, each of their original beneficiaries has<br />

undergone a merger, reorganization, or change in name<br />

and scope if not in mission.<br />

Faithful to the Aldens’ preferences, the <strong>Foundation</strong><br />

navigates such inevitable changes and makes grants to<br />

the successors or contemporary equivalents of the original<br />

organizations. For example, Easter Seals Massachusetts<br />

receives gifts that formerly supported the Bay State Society<br />

for the Crippled and Handicapped. Grants once destined<br />

for Memorial Hospital and <strong>Worcester</strong> Hahnemann<br />

Hospital now benefit UMASS Memorial <strong>Foundation</strong>.<br />

Easter Seals Massachusetts is among the beneficiaries<br />

of the Hollis and Gwendolyn Alden Fund, which<br />

made an unrestricted grant to purchase innovative<br />

technology that engages teachers and students in<br />

interactive learning.<br />

Designated Funds (continued)<br />

The Peter H. Levine Fund (2010)<br />

Peter H. Levine and Catherine H. Levine Fund<br />

for the 1st Unitarian Church (2010)<br />

John W. Lund Fund (1993)<br />

The Lund Leadership Award (2010)<br />

The Lund Unitarian Church Fund (<strong>2011</strong>) NEW<br />

Frances F. Mansfield Fund (1996)<br />

Sandy C. Marks Jr. Biomedical Education Fund (2003)<br />

Sonia Werblin Masterman Fund (2001)<br />

Howard J. and Dorothy R. McGuiness Fund (2004)<br />

Millbury Public Library Endowment Fund (1991)<br />

Edward P. Miner and Dauphinais Park Endowment Fund (2003)<br />

Barrett and Mahroo Morgan Fund (2007)<br />

Vasiliky Strates Moschos Memorial Fund (2002)<br />

Rani P. and Haribabu Muddana, MD Fund (2001)<br />

C. Bradford and Elizabeth C. Newell Fund (1999)<br />

Norcross Heritage Fund (2004)<br />

Dr. Arthur and Dr. Martha Pappas Recreation Complex Fund (2009)<br />

Sarah Daniels Pettit and William O. Pettit Jr. Fund (1996)<br />

Paul M. Pezzella Fund in Memory of Patsy and Theresa Pezzella (1999)<br />

Pomfret <strong>Community</strong> School Arts Fund (2006)<br />

Lillian S. Pratt Fund (2007)<br />

The Hon. James F. Queenan Legal Services Fund (<strong>2011</strong>) NEW<br />

The John and Gloria Rauth Library Fund (2001)<br />

Arthur J. Remillard Jr. Fund (1993)<br />

Louise R. and John F. Reynders Fund (1987)<br />

Marvin Richmond Fund (1998)<br />

Chapin Riley Fund (2000)<br />

Katharine Higgins Riley Fund (1991)<br />

Rogers-Kennedy Memorial Fund (2003)<br />

Marion & Arthur Rossiter Fund for Evanglical Congregational Church (<strong>2011</strong>) NEW<br />

Saul A. Seder Fund (1991)<br />

H. Arthur Smith Designated Fund (1986)<br />

Khazma A. Soffan Memorial Fund (2000)<br />

Helen M. and Thomas B. Stinson Fund (2001)<br />

Robert and Helen E. Stoddard Fund for United Way (1999)<br />

Polly and Dick Traina Fund for Y.O.U., Inc. (2009)<br />

Mary Louise Wilding-White Fund (1978)<br />

Harold Davis Woodbury Fund (1987)<br />

<strong>Worcester</strong> Animal Rescue League Fund (2007)<br />

<strong>Worcester</strong> Art Museum Booth Family Fund for Education and Outreach (1999)<br />

<strong>Worcester</strong> Arts and Humanities Educational Collaborative Fund (2002)<br />

<strong>Worcester</strong> Engineering Society Fund (1989)<br />

<strong>Worcester</strong> Historical Museum Robert W. Booth Fund for Salisbury Mansion (1995)<br />

<strong>Worcester</strong> Street Tree Fund (2010)<br />

<strong>Worcester</strong> Tree Initiative Fund (2009)<br />

WTAG Christmas for Children Fund (2000)<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

9


Laurie C. Tinsley Scholarship Fund<br />

Laurie was a loving mother of seven boys and a dedicated<br />

teacher of children with special needs. When Laurie died in<br />

1994, her husband David and his colleagues in life insurance<br />

created this scholarship to help college-bound high school<br />

graduates who are coping with the death or disability of a<br />

parent.<br />

“These kids may work second jobs to help their families make<br />

ends meet,” says David, “or stay home to care for younger<br />

siblings. We want to encourage them and let them know<br />

others are behind them at a challenging time.”<br />

David adds, “We’re very pleased to be part of the<br />

<strong>Foundation</strong>’s family of scholarships. We gain exposure to so<br />

many students and benefit from the wonderful administrative<br />

services the <strong>Foundation</strong> provides for scholarship funds.”<br />

The Laurie C. Tinsley Scholarship Fund honors this devoted<br />

mother of seven and dedicated teacher of children with special<br />

needs by awarding scholarships to college-bound high school<br />

graduates coping with the loss or disability of a parent.<br />

Scholarship Funds<br />

Scholarship funds provide financial aid to college students through the <strong>Foundation</strong>’s annual selection process.<br />

Wallace D. and Dorothy M. Andrews Scholarship Fund (<strong>2011</strong>) NEW<br />

Adolfo Arrastia Beacon of Light Scholarship Fund (2005)<br />

Helen and Chuck Arsenault Memorial Scholarship Fund (2000)<br />

Auburn Woman’s Club Fund (2000)<br />

AVID North Scholarship Fund (2004)<br />

Dennis Elroy Barry Memorial Scholarship Fund (2005)<br />

Belmont Street <strong>Community</strong> School Scholarship Fund (2000)<br />

Loretta J. Belval Scholarship Fund (2002)<br />

Bruce S. Bennett Fund for <strong>Community</strong> Journalism (2006)<br />

Mary Ann Binkoski Scholarship Fund (<strong>2011</strong>) NEW<br />

Mary and John Buckley Memorial Educational Fund (1998)<br />

The Edward Carien Scholarship Fund (2010)<br />

Carrick <strong>Foundation</strong> Scholarship (2000)<br />

Charlton PTO Fund (1999)<br />

Mary Connolly Memorial Scholarship Fund (1999)<br />

Melvin S. Cutler Fund (1986)<br />

December 3rd Scholarship Fund (1999)<br />

Admiral and Mrs. Louis E. Denfeld Scholarship Fund (2007)<br />

Santo J. and Ellen M. DiDonato Memorial Scholarship Fund (1999)<br />

Steve Drawbridge Memorial Fund (2008)<br />

John and Fran Duke Scholarship Fund (2004)<br />

Richard and Carol Dymek Scholarship Fund (2006)<br />

Joseph D. Early Scholarship Fund (2006)<br />

East Brookfield Scholarship (2007)<br />

Stephen G. Economos Scholar Athlete Fund (2007)<br />

Jeffrey S. Edinberg Memorial Scholarship Fund (2002)<br />

Elm Park <strong>Community</strong> School Scholarship Fund (1987)<br />

John N. Engelsted Fund (1982)<br />

Fred and Leona Eppinger Scholarship Fund (2007)<br />

Mary R. Fedeli Memorial Scholarship Fund (2002)<br />

Anita and Nathaniel A. Feingold Scholarship Fund (1994)<br />

Norma and Saul F. Feingold Fund (1983)<br />

Finnish American Social Club Scholarship Fund (2003)<br />

Fitchburg Sportsmen’s Club Scholarship (2009)<br />

Earl P. Fontaine Memorial Scholarship Fund (2003)<br />

Marilyn M. and Russell J. Fox Scholarship Fund (2010)<br />

Marilyn M. and Russell J. Fox Scholarship Fund for Non-traditional Students<br />

(2010)<br />

Janet Fraser Scholarship Fund (1999)<br />

John F. Freeland Memorial Fund (2005)<br />

Friends of Rutland Heights Hospital Permanent Fund (1993)<br />

Judge and Mrs. William Garbose Fund (1998)<br />

Derek Gaudette Memorial Scholarship Fund (1995)<br />

General Scholarship Fund (1990)<br />

Matthew Gignac Memorial Scholarship Fund (1999)<br />

Robert P. Goulet Memorial Scholarship Fund (1998)<br />

Greg’s Grant Fund (1997)<br />

The Grynsel Educational Scholarship Fund (2006)<br />

Emil Haddad Jazz Scholarship Fund (2004)<br />

Joseph F. and Claire L. Halvey Scholarship Fund (2002)<br />

Marty Hastings Memorial Scholarship (2010)<br />

The Hedin Family Memorial Fund (2007)<br />

Maureen Henrickson Memorial Scholarship Fund (2004)<br />

Charles Hugo <strong>Community</strong> Service Award Fund (2007)<br />

Debbie Anne Johnson Memorial Fund (1993)<br />

Jenica Lynn Junnila Memorial Scholarship Fund (2000)<br />

10 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Magee Family Education Fund<br />

Dale Magee, MD, and his wife, Melanie, grew up in New<br />

York State in families of modest means. Both were the first<br />

in their families to attend college, and Regents’ Scholarships<br />

funded their tuition to a state university. Those scholarships<br />

changed their lives. In 2003, the Magees established this<br />

fund to give talented young people in financial need the same<br />

opportunity. Each year’s recipient receives an award for full<br />

tuition at UMass Amherst.<br />

“The <strong>Foundation</strong> is a pleasure to work with,” says Dr. Magee.<br />

“Within a day, they set up the scholarship we had in mind<br />

and they take care of all the paperwork. I enjoy receiving<br />

updates on how the students are doing. As I hear about their<br />

accomplishments, I see the difference my dollars are making<br />

to young lives, which means the world to me.”<br />

Top: Recognizing the value of quality higher education as well as<br />

the importance of scholarship aid, each year Dale and Melanie<br />

Magee award a young person a full tuition scholarship at UMass<br />

Amherst through their Magee Family Education Fund.<br />

Left: UMass Amherst campus.<br />

Scholarship Funds (continued)<br />

Deborah A. Kaufman Scholarship Fund (1990)<br />

Lawrence M. and Augusta L. Keeler Scholarship Fund (1978)<br />

Bradford J. Kemp Scholarship Fund (2008)<br />

Leonard F. Leamy Scholarship Fund (2006)<br />

Leicester High School Football Alumni Scholarship Fund (2007)<br />

Leicester Samaritan Nursing Association Fund (1996)<br />

Mark MacPherson Lightbown Memorial Scholarship Fund (1980)<br />

Lincoln Village Scholarship Fund (2001)<br />

Mary Falby Logan and Francis Logan Jr. Scholarship Fund (2004)<br />

Lunenburg Opportunity Fund (1999)<br />

Daniel Stephen Lussier Athletic Scholarship (2010)<br />

L.W.V.O. Memorial Scholarship Fund (2010)<br />

Lieutenant James F. “Jay” Lyons, III Memorial Scholarship Fund (2001)<br />

Magee Family Education Fund (2003)<br />

Magee Family Scholarship Fund for UMass Amherst (2004)<br />

Frances F. Mansfield Scholarship Fund (1996)<br />

Howard J. and Dorothy R. McGuiness Scholarship Fund (2004)<br />

Anthony E. Mickunas Memorial Scholarship Fund (1987)<br />

Michael Minty Memorial Scholarship Fund (1988)<br />

Constantine Mina and Vasiliky Strates Moschos Scholarship Fund (2005)<br />

Anne Carey Murphy Memorial Scholarship Fund (2001)<br />

Nichols Academy Fels Scholarship Fund (2001)<br />

Nichols Academy Scholarship Fund (2001)<br />

Arnold and Sylvia Nylund Scholarship Fund (2001)<br />

Sarah Daniels Pettit and William O. Pettit Jr. Scholarship Fund (1996)<br />

Richard W. Pierce Fund (1985)<br />

Arthur J. Remillard Jr. Scholarship Fund (2001)<br />

Barbara Marks Rothschild Arts and Education Scholarship Fund (2004)<br />

Ida and Murray Rotman Scholarship Fund (1985)<br />

Andrew Sala Memorial Scholarship Fund (1998)<br />

Seven Hills Charter Public School Scholarship Fund (<strong>2011</strong>) NEW<br />

Herbert D. Sherwin Memorial Scholarship Fund (2004)<br />

William J. Short Scholarship Fund (2002)<br />

Alexander G. Simonatis Scholarship Fund (2004)<br />

Claudia Simonian Scholarship Fund (2007)<br />

John J. Simpson Jr. Memorial Fund (1993)<br />

Arthur J. Smith and Dorothy G. Smith Scholarship Fund (2005)<br />

Steelman Expository Writing Scholarship Fund (1999)<br />

Sylvia Gafvert Stubblebine Fund (1989)<br />

Swedish National Federation Fund (2001)<br />

Tahanto Regional High School Scholarship Fund (1997)<br />

Paul E. Tarkiainen Art Award Fund (1995)<br />

Kathleen Terry Memorial Scholarship Fund (2005)<br />

Robert Thomson Scholarship Fund (2009)<br />

Sumner B. Tilton Memorial Scholarship Fund (1985)<br />

Laurie C. Tinsley Scholarship Fund (2002)<br />

Tobin Family Fund (1999)<br />

Carmen Tobin Nursing Scholarship Fund (1995)<br />

Mark W. Tripp Scholarship (<strong>2011</strong>) NEW<br />

Webster Square Business Association Scholarship Fund (2002)<br />

Leroy Weiner Scholarship Fund (2000)<br />

Paul J. Westberg Memorial Scholarship Fund (2000)<br />

Leonard H. White Scholarship Fund (<strong>2011</strong>) NEW<br />

Mary Olive Wood Scholarship Fund (1992)<br />

<strong>Worcester</strong> Latino Coalition Scholarship Fund (1999)<br />

<strong>Worcester</strong> Swedish Charitable Association (2001)<br />

<strong>Worcester</strong> Woman’s Club Fund (1999)<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

11


Mary B. Grogan Fund for Youth<br />

Mary Grogan helped establish<br />

her town’s 4-H chapter, which<br />

served Millbury children for<br />

five decades. Yet generations of<br />

residents know her best as their<br />

high school Latin teacher and<br />

guidance counselor.<br />

“Mary Grogan was an icon,” says<br />

a former student, Frank Gagliardi,<br />

a CPA and president of the Millbury Historical Society. “She noticed my A’s in<br />

bookkeeping and suggested I consider accounting. I thank her every day.”<br />

Grantees of the Mary B. Grogan<br />

Fund for Youth include the Millbury<br />

Historical Society, which each year<br />

hosts second-graders at the town’s<br />

1861 schoolhouse, as well as other<br />

education, nature and horticulture<br />

programs benefiting Millbury children.<br />

When the 4-H chapter closed, the <strong>Worcester</strong> County 4-H <strong>Foundation</strong>, Inc.<br />

sold its clubhouse and used its proceeds to create this fund, which supports<br />

programs for Millbury youth involving nature, horticulture or education.<br />

Grantees include a Historical Society program that brings second-graders to<br />

Millbury’s two-room schoolhouse, built in 1861. Dressed as a schoolmarm,<br />

an actress recreates a period classroom, complete with duncecap, slateboards<br />

and a switchstick. “The children really enjoy it,” says Frank. “Mary was a big<br />

influence on our town. She’s still helping us.”<br />

“Mary was a big influence on our town. She’s still helping us.”<br />

Field of Interest and Committee Advised Funds<br />

These provide support in areas specified by the donor and selected by <strong>Foundation</strong> distribution committees.<br />

Ruth and John Adam Fund (2000)<br />

African Heritage Institute Fund (1997)<br />

Andrew N. Ahlfors and Helmi E. Ahlfors Fund (2002)<br />

George I. Alden Education Fund (2010)<br />

Lois Anne Memorial Fund (1993)<br />

Fund for the Arts and Humanities (1993)<br />

Elkanah B. Atkinson <strong>Community</strong> and Education Fund (1986)<br />

The Auburn <strong>Foundation</strong> (2002)<br />

Olive I. and Anthony A. Borgatti Jr. Fund (1987)<br />

Robert S. and Helen A. Bowditch Fund (1990)<br />

Cancer Care and Research Fund (1991)<br />

John Carter “High Five” Youth Hockey Fund (1996)<br />

Central Massachusetts Health Standards Fund (1990)<br />

Child Wellness Fund (2001)<br />

Children’s Christmas Fund (1991)<br />

Barbara E. and William E. Christensen Fund (1998)<br />

<strong>Community</strong> Ministries Fund (2006)<br />

The <strong>Community</strong> Response Fund (2010)<br />

Fairman C. Cowan Fund (1995)<br />

Lorraine Crepeau Fund (2006)<br />

Anna S. and Warren G. Davis Fund (1998)<br />

Rosemary Davis Environmental Preservation Fund (2001)<br />

Sarah B. and Dix F. Davis Fund (2002)<br />

Densmore <strong>Community</strong> Fund (<strong>2011</strong>) NEW<br />

Directors and Corporators <strong>Community</strong> Impact Fund (2007)<br />

Eliza D. and Cora J. D. Dodge Fund (1985)<br />

Environmental Grantmaking Fund (2002)<br />

Fairlawn <strong>Foundation</strong> Fund (1991)<br />

Fallon/OrNda <strong>Community</strong> Health Fund (1996)<br />

Friends of Learning in Killingly Fund (1998)<br />

GLBT Endowment Fund (2010)<br />

Mary B. Grogan Fund for Youth (2001)<br />

<strong>Greater</strong> <strong>Worcester</strong> Jaycees Fund (1997)<br />

Francis A. and Jacquelyn H. Harrington Human Services Fund (1992)<br />

Rosemary Marble Harris Fund (2001)<br />

Harriet Miller Hight Education Fund with the<br />

Association of Colored Peoples (1982)<br />

Robert M. and Carolyn G. Hyde Fund (1998)<br />

12 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Class of 1966 FOLK (Friends of Learning in Killingly) Fund<br />

These Killingly educators and FOLK Fund grant recipients were recognized at a grantee<br />

reception for their innovation and commitment: (Standing, from left) Barbara Porter,<br />

Sandra Kelley, Gale Norman, Anne Vasbinder, Michael Wuescher, Jennifer Hawkins and<br />

Karen Kent. (Seated, from left) Arlene Gauthier, Julie Corden and Colleen Lugauskas<br />

The Thirty Year Class Reunion was a special one for some members of Killingly High School ‘66.<br />

They decided to pool their funds and invest together as a group in the schools they had attended as<br />

young children in Killingly, Connecticut. Through their FOLK Fund, the graduates support public<br />

education in their hometown, encourage innovation and curriculum enhancement, and inspire the<br />

love of learning in current and future generations of Killingly children.<br />

An Advisory Committee of ‘66 graduates recommends grant awards in response to teachers’<br />

proposals. In <strong>2011</strong>, the Fund supported projects related to bicycle safety, Killingly history and other<br />

topics as well as educational field trips.<br />

Field of Interest and Committee Advised Funds (Continued)<br />

Jeppson Memorial Fund for Brookfield (1976)<br />

Jiji’s Fund (1999)<br />

Bradford J. Kemp Fund (2008)<br />

Marian B. Kubelus and Marian Zell Nesbit Memorial Fund (1984)<br />

Max H. Kuhner and Eloise A. Kuhner Fund (2005)<br />

Leicester Savings Bank Fund (1997)<br />

Lund Pioneer Fund (2010)<br />

Main South Fund (1999)<br />

Micah Housing Corporation Fund (1981)<br />

Mini-Grants Fund (2002)<br />

James J. and Patricia A. Moynihan Fund (2003)<br />

Marc Needleman Memorial Fund (2000)<br />

Organization Assistance Fund (1996)<br />

Partnership Fund (1990)<br />

Christopher J. Paskell Memorial Fund (2004)<br />

The Practical Education Fund (2010)<br />

Providence & <strong>Worcester</strong> Railroad Company Fund (1991)<br />

Quota International of <strong>Worcester</strong> Fund (1998)<br />

Renaissance Award Fund (2004)<br />

John E. and Ethel E. Riley Outstanding Citizenship Award Fund (2010)<br />

Saint Vincent Healthcare Fund (1999)<br />

Norman L. and Dorothy A. Sharfman Fund (2004)<br />

Sumner Lee Sharfman Fund (1984)<br />

Shepherd Knapp School Fund (1979)<br />

Alice C.A. Sibley Fund (2004)<br />

Evelyn and Sumner Silver Fund (2007)<br />

H. Arthur Smith Fund (1986)<br />

Isaac Southgate Fund For Leicester (2010)<br />

Joseph A. Tosoni Fund (2002)<br />

Corinne Charron Turner Fund (1986)<br />

UniBank September 11th Emergency Personnel Education Fund (2002)<br />

Water and Land Stewardship Fund (2000)<br />

Curtis G. Watkins Education Fund (1995)<br />

Irving N. and Annabel Wolfson Fund (1998)<br />

<strong>Worcester</strong> County Deputy Sheriffs Association Fund (1999)<br />

<strong>Worcester</strong> County Food Bank Fund to End Hunger (<strong>2011</strong>) NEW<br />

<strong>Worcester</strong> Credit Bureau Fund (1992)<br />

Youth for <strong>Community</strong> Improvement Endowment Fund (2001)<br />

Youth Opportunity Fund (1981)<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

13


Robert W. Booth Fund in Memory of George F. Booth<br />

A father’s devotion to his community continues in perpetuity<br />

George F. Booth (1870-1955)<br />

was the premier newspaperman in<br />

<strong>Worcester</strong> during his long career<br />

as editor and publisher of the city’s<br />

leading newspapers. Known as “Mr.<br />

<strong>Worcester</strong>,” he was also a force in<br />

developing the city’s quality of life.<br />

He founded the city’s parks and<br />

playgrounds and helped set up the<br />

<strong>Community</strong> Chest, now the United<br />

Way of Central Massachusetts.<br />

Robert W. Booth honors his father<br />

George F. Booth in perpetuity with a<br />

named fund that gives the <strong>Foundation</strong><br />

the discretion to make grants that<br />

meet pressing community needs.<br />

Established in 1988, the fund is a major<br />

resource for community betterment.<br />

In 1988, his son and heir Robert W.<br />

Booth established this discretionary<br />

fund in honor of his father with a $10<br />

million gift that doubled the young<br />

<strong>Foundation</strong>’s assets.<br />

Grants from the Robert W. Booth<br />

Fund in Memory of George F. Booth<br />

“I had respect for the <strong>Foundation</strong>, and include support for <strong>Worcester</strong><br />

the more I learned about it, the more Public Schools students to visit Old<br />

I liked it,” says Robert. “It would have Sturbridge Village and learn about life<br />

been very foolish to set up my own in the region during the 18 th century.<br />

foundation. I hope others will also take<br />

advantage of its flexibility and permanence. Its structure constitutes a set of<br />

eyes into community needs greater than any single person’s.”<br />

Discretionary Funds<br />

These funds provide support for changing community needs as determined by <strong>Foundation</strong> distribution committees.<br />

Nils Bjork Memorial Fund (1992)<br />

Robert W. Booth Fund in Memory of George F. Booth (1988)<br />

Elva E. and John J. Chisholm Fund (1989)<br />

Dr. Harold M. Constantian Fund (1997)<br />

Robert and Mary S. Cushman Fund (1978)<br />

Richard C. Daniels Fund (2001)<br />

Jean B. and Gilbert S. Davis Fund (1994)<br />

Frances S. and Francis H. Dewey III Fund (2010)<br />

Ruth H. and Warren A. Ellsworth Fund (1983)<br />

EMC <strong>Community</strong> Fund (2000)<br />

Charles H. Farnum Fund (2003)<br />

Marion Stoddard Fletcher Fund (1992)<br />

Founders Fund (1983)<br />

Samuel Frank Charitable Fund (1993)<br />

Esther and Howard G. Freeman Fund (1984)<br />

Garfield Berry Fund (1998)<br />

Ragnhild L. Gersdorf Fund (1994)<br />

Haskell and Ina Gordon Fund (1980)<br />

Margaret A. and Ralph H. Gowetz Fund (1990)<br />

Nathan and Barbara Greenberg Fund (1982)<br />

Margery M. and O. Vincent Gustafson Fund (1980)<br />

Raymond P. Harold Discretionary Fund (1982)<br />

Orville Harrold Fund (2006)<br />

Bradley C. Higgins Fund (1982)<br />

Jeppson Memorial Fund (1976)<br />

Albert R. and Carolyn Jones Fund (1995)<br />

John F. and Rayna Keenan Fund (1994)<br />

Kesseli and Morse Company Fund (1998)<br />

Nancy and Michael Leavitt Fund (1984)<br />

Frances F. Mansfield Fund (1996)<br />

Barbara S. Massey Fund (2000)<br />

Marlene and David Persky Fund (1997)<br />

Ann J. and Richard Prouty Fund (1988)<br />

Melvin and Martha Rosenblatt Fund (1985)<br />

Seven Hills Youth Fund (1995)<br />

H. Arthur Smith Fund (1986)<br />

Spag’s Supply Fund (1986)<br />

Harry G. Stoddard Fund (1992)<br />

Estelle M. Sullivan Fund (2003)<br />

Gilbert H. Sundberg Fund (1987)<br />

D. Russell and Atsye S. Taft Fund (1992)<br />

Mr. and Mrs. Robert H. Wetzel Fund (1983)<br />

Robert J. and Anne C. Whipple Fund (1997)<br />

<strong>Worcester</strong> Executives Association - Dana DeAngelis McDonald Fund (2000)<br />

14 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Agency Funds Help Nonprofits Secure Their Future<br />

Youth Opportunities Upheld, Inc. Fund<br />

Guiding youth and<br />

families to a better<br />

future is the business<br />

of Youth Opportunities<br />

Upheld, Inc. (Y.O.U.,<br />

Inc.). This child welfare<br />

and behavioral health<br />

organization runs more<br />

than 50 preventive and<br />

rehabilitative programs that serve more than 20,000 at-risk<br />

children, adolescents and families. Established in 1987,<br />

the Y.O.U. Inc. Agency Fund supports crucial services that<br />

complement its core programs.<br />

“Donors to our fund enable us to enhance services that help<br />

our children and families,” says Maurice Boisvert, President<br />

and CEO, Y.O.U., Inc. We are building a base for our future<br />

through our fund, while helping the children and families we<br />

serve gain new knowledge and life skills they need to fulfill<br />

their potential.”<br />

Agency Funds<br />

Blackstone Valley Chamber of Commerce<br />

Education <strong>Foundation</strong> Fund<br />

Susan Gately, executive director<br />

of Blackstone Valley Education<br />

<strong>Foundation</strong>, regards its agency<br />

endowment fund as a springboard<br />

for innovation. Among its programs<br />

is the Youth Leadership Academy,<br />

which draws students from all 10 of<br />

the region’s school districts. This year,<br />

the <strong>Foundation</strong> is launching a version<br />

of its leadership program for adults.<br />

“Our fund enables us to better weather<br />

financial uncertainties as we launch major programs.” says<br />

Susan.<br />

The Education <strong>Foundation</strong> provides businesses and families<br />

in the Blackstone Valley with programs that connect work<br />

and learning, a catalyst to community development. These<br />

initiatives also include its Manufacturing Academy, STEMkids<br />

Conference and Humanities Scholars program.<br />

These funds are created by nonprofit organizations for their own benefit.<br />

Abby Kelley Foster House Fund (2008)<br />

American Red Cross of Central Massachusetts Fund (2000)<br />

Auburn Youth and Family Services Endowment Fund (2000)<br />

Father Miguel Bafaro Fund (1998)<br />

Barre Players Endowment Fund (1997)<br />

Boston Chinatown Neighborhood Center, Inc. Agency Fund (<strong>2011</strong>) NEW<br />

The Chin Tunn Fon Endowment Fund for BCNC (<strong>2011</strong>) NEW<br />

Big Brothers/Big Sisters Mentoring Fund (1999)<br />

Blackstone Valley Chamber of Commerce Education <strong>Foundation</strong> Fund (2005)<br />

Boys & Girls Club of <strong>Worcester</strong> Fund (2008)<br />

Camp Putnam Agency Fund (<strong>2011</strong>) NEW<br />

Janet Alden Carrick Memorial Fund for the East Douglas Cemetery (2006)<br />

Pearle L. Crawford Memorial Library Endowment Fund (2010)<br />

Douglas Historical Society Fund (2000)<br />

Dynamy Fund (1997)<br />

East Douglas Evergreen Cemetery Company Fund and<br />

Wallen Memorial Trust (2005)<br />

The Elm Park Center for Early Childhood Education Scholarship Fund (2006)<br />

Emmanuel Baptist Church Endowment Fund (1994)<br />

Lois S. Feldman Fund (1990)<br />

Friendly House Fund (2000)<br />

Friends of Beaman Memorial Public Library Endowment Fund (<strong>2011</strong>) NEW<br />

Friends of Gale Free Library 110th Endowment Fund (1998)<br />

Friends of Hope Cemetery Fund (<strong>2011</strong>) NEW<br />

Friends of Northbridge Elders Fund (1997)<br />

Friends of the Upton Town Library Fund (2007)<br />

Julie Chase Fuller Endowment Fund for Mechanics Hall (1989)<br />

Good Samaritan Mission Council Fund (2008)<br />

Roberta Gunn Fund for Board Development (2003)<br />

Jane Fund of Central Massachusetts Fund (2008)<br />

Joy of Music Program Beveridge and Frances Webster<br />

Endowment Fund (2000)<br />

Edward M. Kennedy <strong>Community</strong> Health Center Fund (1984)<br />

Latin American Health Alliance of Centeral MA Fund (2010)<br />

Lincoln Village Tenants Association Fund (1997)<br />

Master Singers of <strong>Worcester</strong> Fund (2007)<br />

Matthew 25 Funds (1997)<br />

National Memorial Trust Fund (1990)<br />

Preservation <strong>Worcester</strong> Endowment Fund (<strong>2011</strong>) NEW<br />

Rural Cemetery Fund (2006)<br />

South <strong>Worcester</strong> Neighborhood Center Growth Fund (1985)<br />

Tatnuck Brook Watershed Fund (1996)<br />

Temple Sinai Fund (2007)<br />

Touchstone <strong>Community</strong> School Fund (2005)<br />

United Way of Central Massachusetts Fund (1987)<br />

Women’s Initiative Fund in Honor of Lois B. Green (2009)<br />

<strong>Worcester</strong> Area Association for the Education of Young Children Fund (1998)<br />

<strong>Worcester</strong> County Law Library Trust Fund (1998)<br />

<strong>Worcester</strong> County Poetry Association Founders Fund (2002)<br />

<strong>Worcester</strong> County Poetry Association’s Gregory Stockmal Fund (2010)<br />

<strong>Worcester</strong> County Poetry Association’s Stanley Kunitz Award (2010)<br />

<strong>Worcester</strong> County Poetry Association’s <strong>Worcester</strong> Review Fund (2000)<br />

<strong>Worcester</strong> Historical Museum Fund (2002)<br />

<strong>Worcester</strong> Jewish <strong>Community</strong> Center Fund (2010)<br />

Youth Opportunities Upheld, Inc. Fund (1987)<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

15


In <strong>2011</strong>, the <strong>Foundation</strong> received over $3.4 million in gifts—<br />

$1.1 million to create new named funds, and $2.3 million<br />

contributed to existing funds. We list all of our contributors<br />

here, and extend our sincere gratitude.<br />

Contributors of $100,000 and Above<br />

Anonymous (2)<br />

George I. Alden Trust<br />

Boston Chinatown Neighborhood Center<br />

Pearle L. Crawford Memorial Library<br />

Burton D. Morgan <strong>Foundation</strong><br />

United Way of Central Massachusetts<br />

White Companies Charitable Trust<br />

<strong>Worcester</strong> County Food Bank<br />

Contributors of All Other Gifts<br />

Anonymous (13)<br />

A.P. Fish Company<br />

Abby’s House<br />

Cecil L. Adderley III<br />

Robert S. Adler<br />

Jay and Myra Aframe<br />

Robb B. Ahlquist<br />

Cindy Aiken<br />

Patricia M. Albrecht<br />

Patricia I. Alexander<br />

Alliance for <strong>Community</strong> Trees<br />

American Forests<br />

Bruce C. and June Anderson<br />

James A. Andreoli<br />

Wallace and Dorothy Andrews<br />

David P. Angel PhD<br />

Michael P. Angelini<br />

David Angilly<br />

Robert V. Antonucci<br />

Rich and Wendy Ardizzone<br />

Ann Marie Argitis<br />

Isabel K. Arms<br />

Madeleine Yardley Arthur<br />

Sally Aspero<br />

Atlas Distributing Inc.<br />

Deborah M. and Scott P. Aubrey<br />

Auburn Woman’s Club<br />

Auburn Youth & Family Services<br />

Edward M. Augustus Jr.<br />

Joycelyn Augustus<br />

Sallee A. Azzarone<br />

Robert S. Bachelder<br />

Joseph E. and Ginette A. Bailey<br />

Robert J. and Jean M. Bain<br />

Richard Ball<br />

Ellen B. Barber<br />

Eileen Barrette<br />

Sherry Barry<br />

Thomas J. Bartholomew<br />

Bartosiewicz Family<br />

John E. Bassett<br />

Elaine Becker<br />

Randy and Donna Becker<br />

Jessica Belsito<br />

Brian Beriau at Cabe Roofing<br />

Dennis D. Berkey<br />

Constance S. Berry<br />

Sarah G. Berry<br />

Henry W. Beth<br />

Richard Bialecki<br />

Contributors<br />

Committee to Re-elect John J. Binienda Sr.<br />

John P. Binkoski<br />

Norman Bitsoli<br />

Karl N. Bjork<br />

Blackstone Valley Chamber of Commerce<br />

Education <strong>Foundation</strong><br />

Alexi F. Bobolia<br />

Evelyn R. Bohlin<br />

George F. Booth II<br />

Rachael S. Borr<br />

Alfred J. and Lillian M. Bosio<br />

Anne M. Bourgeois<br />

Sarah Ann Bowditch and<br />

Lawrence J. Marinelli<br />

Carrie Bowler<br />

August W. J. Belle Bowman<br />

Charitable Trust<br />

Mary-Ellen Boyle<br />

Karin Branscombe<br />

Patricia E. Bridgeo<br />

Brigham Hill <strong>Foundation</strong><br />

James B. Broadhurst<br />

Michael D. Brockelman<br />

Denise H. Brookhouse<br />

Walter F. and Helen A. Browne<br />

Elaine Bruso<br />

Barbara C. Buchan<br />

Dawn and John Budd<br />

Christopher M. and Patricia R. Burke<br />

Edward Burkinshaw<br />

Douglas P. Butler<br />

Elaine and Jack Cahill<br />

Kathleen M. Callan<br />

Henry Camosse Jr.<br />

Camp Putnam<br />

James H. and Trudy J. Campbell<br />

Wanda Cantlin<br />

Gail E. Carberry<br />

Nia Carignan<br />

Ann E. Carlson<br />

The Carrick <strong>Foundation</strong><br />

William R. Carrick<br />

John P. Carrigan III<br />

Kirk and Price Carter<br />

Debbie and Charlie Cary<br />

Mark and Janet Castriotta<br />

Ray and Gloria Castriotta<br />

Nancy N. Caswell<br />

Linda A. Cavaioli<br />

Central Massachusetts Area Health<br />

Education Center<br />

Francesco C. Cesareo<br />

Brian M. Chandley<br />

Chapin Riley Trust<br />

Scott Chapman<br />

Deanna and Richard Charves<br />

Arthur E. Chase<br />

Harold R. Chesson Jr.<br />

Carol L. and David A. Chester<br />

Joy C. Child<br />

Henry and Elaine M.* Ciborowski<br />

JoAnne Ciociolo<br />

Committee to Re-Elect Paul Clancy<br />

Constance Clark<br />

Clinton Savings Charitable <strong>Foundation</strong><br />

James Cloran<br />

Christos and Mary T. Cocaine<br />

Charitable Trust<br />

James W. Coghlin<br />

Ed Coleman<br />

College of the Holy Cross<br />

J. Christopher Collins<br />

James E. and Margaret F. Collins<br />

Kathleen M. Comer<br />

Commerce Bank<br />

<strong>Community</strong> Harvest Project, Inc.<br />

P. Kevin and Clare Condron<br />

John Conte<br />

Marjorie A. Cooper<br />

Edmund and Elizabeth Cortellini<br />

J.G. Cosgrove<br />

Donald Courtney<br />

Tracy A. Craig and Dr. James J. Convery<br />

Michael J. Crawford<br />

Timothy B. Cremeens<br />

Timothy P. Crimmins Jr.<br />

Frederick G. Crocker Jr.<br />

Jo Anne Cronin<br />

Joan and Ralph Crowley Jr.<br />

CSX Corporation<br />

Jeanne Y. Curtis*<br />

Leonard W. and Marjorie L. Cutler<br />

Jill C. Dagilis<br />

Edward Dalbec<br />

David F. Dalton<br />

Darcy Design Construction, Inc.<br />

Sean T. Davey<br />

Aaron R. and Kristina E. Davis<br />

Dix F. and Sarah B. Davis<br />

Phillips S. and Laurel Davis<br />

Rebecca Davis<br />

Ronald S. Davis<br />

Karen Delagorgendiere<br />

Glenn C. DeMallie<br />

William P. and Martha L. Densmore<br />

June and Michael Derosier<br />

Deutsche Bank Americas <strong>Foundation</strong><br />

Henry B. Dewey<br />

Henry and Helene DiCarlo<br />

Robert E. Dik<br />

Ross K. and Lisa F. Dik<br />

Brendan Donahue<br />

Carol B. and James C. Donnelly Jr.<br />

Sheilah H. Dooley<br />

Patricia L. and Attila L. Dorogi<br />

Philip R. and Marilyn D. Dowd<br />

Joseph Dowgielewicz<br />

Nancy and Tim Doyle<br />

Steve Drawbridge Memorial Fund<br />

Dresser & McGourthy, LLP<br />

George L. Dresser<br />

John P. Droogan Jr.<br />

Francis X. Dufault Jr.<br />

Heather and John F. Duke Jr.<br />

John J. and Paula M. Dumas<br />

Ellen S. Dunlap and Frank Armstrong<br />

Maureen T. Dunn<br />

Timothy Dupree<br />

Rebecca and Liam Durkan<br />

Committee to Elect Joseph D. Early Jr.<br />

Christina D. Economos<br />

Phyllis Edinberg<br />

Virginia L. Ekblom<br />

Elder and Disability Law Advocates<br />

Ruth H. and Warren A. Ellsworth<br />

<strong>Foundation</strong><br />

Ashley Erkoc<br />

Robert E. and Kathleen K. Evans<br />

Family <strong>Foundation</strong><br />

Janis R. Eydenberg<br />

Fairhaven High School Class of ‘43<br />

Dirk J. Falardeau<br />

Jennifer Falcon<br />

George C. and Linda Falk<br />

Fallon <strong>Community</strong> Health Plan<br />

Fantastic Pizza<br />

Barbara E. Fargo<br />

Margaret C. Farrey<br />

Richard Fates<br />

Edwin Fedeli Jr.<br />

Deborah Feingold and David Dimenstein<br />

Lainey Feingold and Randy Shaw Fund of<br />

Fidelity Charitable Gift Fund<br />

Norma and Saul F. Feingold Fund of<br />

Fidelity Charitable Gift Fund<br />

Saul F. Feingold<br />

Fels Family <strong>Foundation</strong><br />

Committee to Elect Kimberly N. Ferguson<br />

Ronalda B. Fields<br />

James B. Filieo and Stacie Chandler<br />

Renee Finkel<br />

Julie Finlay<br />

Philip A. and Jacqueline L. Finn<br />

Donna M. Fiore<br />

Bruce A. and Janice Fisher<br />

Barbara M. Fitts<br />

John T. Flanagan and Family<br />

Lauren K. Fleming<br />

Allen W. Fletcher<br />

Justin L. Fletcher<br />

Mary F. and Warner S. Fletcher<br />

Matthew V. and Julie J. Fletcher<br />

Patricia A. Fletcher<br />

Fletcher Tilton, P.C.<br />

Annemarie Foley<br />

Paul Fontaine<br />

Francis A. Ford and Shirley A. Doyle<br />

E.E. Forero<br />

Lester Forgit<br />

David P. Forsberg<br />

Paul J. Fortin<br />

Don Frabotta<br />

John V. Frank<br />

Michael Freed<br />

Committee to Elect John Fresolo<br />

David Freylikhman<br />

Friends of Beaman Memorial<br />

Public Library<br />

Friends of Hope Cemetery<br />

Friends of Lieutenant Jay Lyons Memorial<br />

Scholarship Fund<br />

Friends of the Duke Family<br />

Scholarship Fund<br />

Janice L. and Mark W. Fuller<br />

Garabedian Plumbing and Heating Inc.<br />

16 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Edward P. Gardella<br />

Dina R. and Gerald (Lee) Gaudette III<br />

Gayle Gaudreau<br />

Bruce Gaultney<br />

Ray Gauthier<br />

Stephen F. Gemelli<br />

Gerald Gendron<br />

Jeffrey T. Gendron<br />

George Russell Realty, LLC<br />

George’s Coney Island<br />

Audrey Georgules<br />

Michael Germain<br />

Robert E. and Patricia A. Ghilani<br />

Milt and Blossom Glassman<br />

Annette Gleason<br />

Gerald Gleich and Francesca Bang<br />

Goddard School of Science and<br />

Technology<br />

Dennis F. and Frances C. Gorman<br />

Lindsey P. Gorman<br />

Kevin and Heather K. Gould<br />

James F. Goulet<br />

Martha P. Grace<br />

John E. Graham<br />

Granite Telecommunications, LLC<br />

Martin J. Green<br />

Noreen and Ivan Green<br />

Barbara E. Greenberg<br />

Nancy J. and Benjamin A. Greene<br />

Ellen M. Gregus<br />

Christine L. Grenier<br />

David R. and Rosalie A. Grenon<br />

J. Michael Grenon<br />

The Grey Hound Pub<br />

William R. Grogan<br />

Cecelia Grynsel<br />

David P. and Elaine F. Gustafson<br />

Kenneth A. and Catherine E. Gustafson<br />

Gabrielle J. Gutierrez<br />

Jabián Gutiérrez<br />

Emily and Brian Guzas<br />

Abraham W. Haddad DMD<br />

Claire L. Halvey<br />

William and Sheila Hamilton<br />

Hanover Insurance Group <strong>Foundation</strong><br />

William Hansen<br />

Carol F. Harley<br />

Phyllis Harrington<br />

Sandra Hautanen<br />

Ernest S. Hayeck<br />

John J. Healy<br />

Richard E. Hedin<br />

Michael Hennessy<br />

Robert J. Hennigan Jr.<br />

Bruce R. and Nancy E. Herholz<br />

Honee A. Hess<br />

Sharon E. Hobey and Rodger L. Comeau<br />

John E. Hodgson<br />

Patricia Correia Hoerter<br />

Karen Hogle<br />

Emily G. Holdstein<br />

John F. and Patricia A. Horgan<br />

Lisa L. Hugo<br />

Louise L. Hugo<br />

Kurt S. Hultgren<br />

Kathryn and James Hunter<br />

Wayne G. and Carmen C. Huntoon<br />

Margaret J. Hurley<br />

Nason A. Hurowitz<br />

IBPO 504 Police Officers Union<br />

Immanuel Lutheran Church<br />

Nick Inangelo<br />

Ann Marie Incutto<br />

Dennis L. and Maureen Irish<br />

Warren Jacobson<br />

James L. and Elaine C. Jardine<br />

Laurie A. and William H. Jeffery<br />

Robert D. Johnson<br />

Ruth and Eric Johnson<br />

Patricia L. Jones<br />

Susan Rees Jones and Anthony B. Bruno<br />

Junior Achievement of Central<br />

Massachusetts<br />

Pamela B. Kane and Roy T. Charette<br />

Katharine Kazis<br />

Kevin R. Kearney<br />

Anh-Dao K. Kefor<br />

Thomas H. and Elinor B. Keil<br />

Maureen M. Kelleher<br />

Victoria J. Kelley<br />

Mrs. James B. Kenary III<br />

Maureen Kennedy<br />

Robert M. and Mary T. Kennedy<br />

Edward H. Kimball<br />

Tara King<br />

Kirby <strong>Foundation</strong><br />

John E. and Deborah L. Kissida<br />

Audrey Klein-Leach<br />

Knight-Dik Insurance Agency, Inc.<br />

Barbara C. Kohin<br />

Suzanne Kohin<br />

Marcy Kornreich<br />

Gail Weiner Korval<br />

Carol A. Kozlowski<br />

Joyce R. Kressler<br />

Denise Kush<br />

Neal and Linda Labaire<br />

Robert W. and Sybil LaBaire<br />

John and Maureen Labanca<br />

Cindy and Albert LaBarge<br />

Lionel M. and Cynthia E. Lamoureux<br />

Nancy Lane<br />

John Lannon and Family<br />

Mark LaPan<br />

Mark LaVigne<br />

Thomas P. LaVigne<br />

Lin Wai Law and Shan I. Wo<br />

Robert E. Layne<br />

Elaine Lazarus<br />

Jocasta K. Lazo<br />

Thuha T. Le<br />

Leader Sign Company<br />

Learning First <strong>Foundation</strong><br />

Beatrice M. LeDoux<br />

Leicester High School Football Alumni<br />

Lisa Leidy<br />

Leitrim Pub<br />

Mal H. Lemeshow<br />

Leominster Credit Union<br />

Edward and Helen Lepkowski<br />

John and Janet Lepore<br />

Jordan Levy<br />

Patsy C. Lewis<br />

Robert G. Lian<br />

Contributors<br />

Liberty Movers, Inc.<br />

Ulrike R. Lies<br />

Marion L. Lightbown<br />

Ann T. Lisi and Joel P. Greene<br />

Christina and Michael Lochhead<br />

Linda Carre Looft<br />

Stephen and Valerie Loring<br />

Michael R. Lorusso<br />

Mónica Escobar Lowell<br />

Estate of John W. Lund<br />

Mickey and Janet Lussier<br />

Linda J. and Russell C. Luthman Jr<br />

James F. and Joan M. Lyons<br />

Keith A. MacNeal<br />

Margaret J. Mahoney Lesure<br />

Minh and Robert C. Mailloux<br />

Susan M. Mailman<br />

Paul M. Mainville<br />

Jonathan L. Mannina and<br />

Jennifer L. Ginsburg<br />

Thomas D. Manning<br />

Michael J. Marcy<br />

Michael J. Martin<br />

Steve Martin<br />

Cynthia L. and Orrin W. Mason Jr.<br />

Mass Liquors<br />

Massachusetts Port Authority<br />

Matthew 25, Inc.<br />

Maxwell Silverman’s Tool House<br />

Mayer Tree Service<br />

Kathy Mayo<br />

C. Jean and Myles* McDonough<br />

Mildred H. McEvoy <strong>Foundation</strong><br />

Tim and Nadia McGourthy<br />

Committee to Re-Elect Jim McGovern<br />

Walter and Mindy McGovern<br />

William T. and Pamela D. McGovern<br />

McGuire Family<br />

Robert McLaren<br />

Terrence McMahon<br />

Committee to Elect Dennis P. McManus<br />

Bridget McNamee<br />

Shirley M. Medeiros<br />

Christopher G. and Jayne N. Mehne<br />

Ruth and Peter Metz Family <strong>Foundation</strong><br />

Susan Middaugh<br />

Middlesex Savings Charitable <strong>Foundation</strong><br />

Erwin H. Miller<br />

Catherine M. Mills<br />

Mirick O’Connell<br />

John O. Mirick<br />

Robert and Lola Moffatt<br />

Ann K. Molloy and Kenneth J. Stillman<br />

Charles F. Monahan Jr.<br />

Joan T. Monahan<br />

Nicole M. Mondor<br />

Warren and Roberta Monett<br />

Janet Wilson Moore<br />

Michael Moore<br />

Maureen Moorehouse<br />

Morgan <strong>Worcester</strong>, Inc.<br />

Gail M. Morgan and Bernard A. Lempicki<br />

Michael C. Moschos<br />

William G. Muller<br />

Frederic H. Mulligan<br />

Joan E. Murphy<br />

Laura H. Myers<br />

National Grid<br />

Christopher Nessen<br />

New England PBA 911<br />

Jolene Newhouse<br />

Estate of Edmund L. Nichols<br />

Linda M. Noel<br />

Judith A. Norton<br />

Karen M. Nunley<br />

Christopher J. Oakland<br />

Committee to Elect Joseph C. O’Brien<br />

Joseph C. O’Brien<br />

Delia O’Connor<br />

Paul O’Connor<br />

Committee to Elect James O’Day<br />

Andrew B. O’Donnell<br />

Pamela A. and Nicholas E. Oliveri<br />

Harold and Susan Olson<br />

Connor O’Neill<br />

Gerald O’Neill<br />

Vincent F. O’Rourke Jr.<br />

E. Osterman Gas Service<br />

Ruth Osterman<br />

Kevin O’Sullivan<br />

The Paint Bar LLC<br />

Arthur M. and Martha R. Pappas<br />

<strong>Foundation</strong><br />

Park Spirit of <strong>Worcester</strong><br />

Teri Patriquin<br />

Thoru Pederson<br />

Pennywise Market<br />

Mandi Perle<br />

Perry R. Pero<br />

Anthony M. Petrone<br />

Virginia M. Petronio<br />

Joseph M. and Gayle A. Petty<br />

Paul M. Pezzella<br />

Lisa A. Piehler<br />

Stephanie Pierce<br />

Robert F. and Carole E. Pietro<br />

F. Mike Pinjuv State Farm Insurance<br />

Beverly A. and F. Mike Pinjuv<br />

Alan G. Pinsonneault<br />

Ingrid Pisano<br />

Cynthia and Stephen Pitcher<br />

Plante Committee<br />

Francis J. and Judith A. Polito<br />

Maureen Poti<br />

Shirley I. Prachniak<br />

Preservation <strong>Worcester</strong><br />

Michael R. Preston<br />

Faith S. Proctor<br />

Christine M. Proffitt<br />

Protector Group Insurance Agency, Inc.<br />

Alicia Puliafico<br />

Kevin P. and Carrie Purcell<br />

Marjorie H. Purves<br />

James F. and Helen E. Queenan<br />

Mr. and Mrs. Joseph F. Quinn<br />

Kenneth Racicot<br />

Annette Rafferty<br />

Sheila R. Reid<br />

Reliant Medical Group<br />

Christopher Riberdy<br />

Dennis and Kelley Rice<br />

Christopher M. Rich<br />

Donald H. and Phyllis L. Rich<br />

John D. and Ruth E. Richards<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

17


Contributors<br />

James Ridick<br />

Elizabeth Riley<br />

Fred Riley<br />

Mary C. Ritter<br />

Rockin Rob’s Disc Jockey and<br />

Karaoke Services<br />

Rosamond Rockwell<br />

Melvin and Martha Rosenblatt<br />

Marion Rossiter-Smith*<br />

Paul and Fay Rossley<br />

Betsy Rotberg<br />

Richard Rotberg<br />

Linda Roth<br />

Steven and Julia Rothschild<br />

Elaina M. Roy<br />

Allen and Ruth Rubin<br />

Rural Cemetery and Crematory<br />

Francis J. Russell<br />

Kent Russell and Aisling Gaughan<br />

Edward E. Ryan lll<br />

Nancy H. Sala<br />

James M. Salois<br />

Joe and Joanne Salois<br />

William J. Sands<br />

Nancy C. Sanko<br />

Sansoucy Stone Inc.<br />

Donna R. C. and John E. Sansoucy<br />

Joseph R. and Brenda E. Santos<br />

Ralph F. Sbrogna<br />

Matthew E. Scafidi<br />

David L. and Roberta R. Schaefer<br />

Scott W. Schedin<br />

Paul Schlaikjer<br />

Eugene Schofield<br />

Steve Scott<br />

Paul F. Scully<br />

Carol L. Seager<br />

J. Robert Seder<br />

Seth Campbell Realty Group, LLC<br />

Jonathan B. Sewell<br />

Francis P. Shea<br />

Jay S. Sherwin and Rachel Lefkowitz<br />

Janet W. Short<br />

Betty and Ed Shuman<br />

Peter and Jeanne K. Shumrak<br />

Gerald M. and Theresa Shusas<br />

Philip O. Shwachman<br />

Matthew Silva Sa<br />

Evelyn B. and Sumner Silver<br />

Marvin S. Silver<br />

John and Joann Simokonis<br />

Barbara Crabtree Simonetta<br />

Kim M. Simonian<br />

Mary and George Simonian Jr.<br />

Richard Simonian<br />

Lowerre and Edward Simsarian<br />

Michael J. Slein<br />

Joshua Lee Smith<br />

Richard P. Smith<br />

Robert L. and Paula A. Smith<br />

Ginger Snap<br />

David W. Snell and Margaret E. Kerr<br />

Stanley S. and Jolanta A. Sobiech<br />

Bernadetta Socha<br />

Paula Soper<br />

Ronald J. and Ann Soscia<br />

Anne M. Spellane<br />

James C. and Susan E. Spencer<br />

Rosemary Spillane<br />

Stephen O. and Margaret M. Sprague<br />

Becky St. Amand<br />

John St. Amand<br />

Philip G. and Joanne V. St. Martin<br />

St. Vincent Hospital Infusion Center Staff<br />

Robert P. Stalilonis and<br />

Angele M. C. Patenaude<br />

Staples <strong>Foundation</strong> For Learning<br />

David C. Steelman and<br />

Virginia Theo-Steelman<br />

Denise Steeves<br />

Diane Steeves<br />

Carolyn J. and Howard Stempler<br />

Sandra A. Stern<br />

Craig and Kelly Stimson<br />

Joseph N. and Charlene M. Stolberg<br />

Alan M. Stoll<br />

Jodie Stout<br />

Charlene D. and Ronald O. Stultz Jr.<br />

Janet E. Such<br />

Bill Sullivan<br />

Chrissy Sullivan<br />

Mary A. Sullivan<br />

Mr. and Mrs. Peter J. Sullivan<br />

William F. Sullivan<br />

Sun Life Financial<br />

Christine A. Sviklas<br />

Wendy Sweet<br />

Phillip, Ann and Kevin Swenson<br />

Randolph and Rosanna Swillo<br />

Peter E. Sykes<br />

Susan B. and Bruce A. Talmadge<br />

James Tawatao<br />

TaxMatters Inc<br />

J. Stephen Teasdale<br />

Temple Sinai<br />

Stephanie Tenczar<br />

Sheila L. and George W. Tetler III<br />

Thomas J. Woods Insurance Agency<br />

Brian W. Thompson<br />

Troy B. Thompson<br />

Sean J. Thornton<br />

Sumner B. Tilton Jr.<br />

David N. Tinsley<br />

Dorothy C. Tinsley<br />

TLC Pet Haven<br />

Mary S. Tonet<br />

Rich Toomey<br />

Stephen R. and Kathleen M. Toomey<br />

Lindsay A. and Stephen E. Tosi<br />

Touchstone <strong>Community</strong> School<br />

Robert C. and Lisa M. Towle<br />

Margaret W. Traina<br />

Tuyet Tran<br />

Sandra E. Travinski<br />

Ann K. Tripp<br />

Tri-Star Sportswear<br />

Philip A. and Josephine Truesdell<br />

Michael P. Tsotsis<br />

The Tuesday Night Group<br />

William F. Tully Jr. and<br />

Deirdre D. Stultz-Tully<br />

University of Massachusetts at Amherst<br />

Wayne M. Ushman<br />

Jodi and David Utter Family<br />

Raija Vaisanen<br />

Vanguard Charitable Endowment<br />

Carmen D. Vazquez<br />

Verizon <strong>Foundation</strong><br />

JoAnne M. Vigliotti<br />

Wal-Mart <strong>Foundation</strong><br />

William D. Wallace<br />

Angeline Walsh<br />

Jessi Walsh<br />

Warners Auto Body<br />

Paige Warren<br />

Carlton A. Watson<br />

Edward P. and Brenda K. Weathersbee<br />

Erin, Michael and Colleen Weatherstone<br />

Warren A. and Diane E. Weatherstone<br />

Charles S. Weiss<br />

Wells Fargo <strong>Foundation</strong><br />

Mr. and Mrs. John S. Wells<br />

Meridith D. Wesby<br />

John R. Wetmiller<br />

Kenneth S. and Polly J. Whitestone<br />

Lucy and Harry Whitin III<br />

Donna L. and Henry R. Whittier Jr.<br />

Estate of Irving N. Wolfson<br />

Jack L. Wolfson<br />

Woman’s Club of West Boylston<br />

Sandra Wood<br />

Tammy Woodard and Genci Kadria<br />

David K. Woodbury<br />

Jay Woodman<br />

Woods Family<br />

Mr. and Mrs. John F. Woods<br />

Thomas J. Woods<br />

<strong>Worcester</strong> Administrative Officers’<br />

Association<br />

<strong>Worcester</strong> Area Mission Society<br />

<strong>Worcester</strong> Area United Methodist<br />

<strong>Worcester</strong> County Deputy Sheriff<br />

Association<br />

<strong>Worcester</strong> County Poetry Association<br />

<strong>Worcester</strong> Credit Union<br />

<strong>Worcester</strong> Firefighters Local 1009<br />

<strong>Worcester</strong> Jewish <strong>Community</strong> Center<br />

<strong>Worcester</strong> Police Officials Union<br />

<strong>Worcester</strong> Rugby Football Club<br />

<strong>Worcester</strong> Scale Company<br />

<strong>Worcester</strong> Youth Center<br />

WTAG Christmas for Children<br />

Mr. and Mrs. Richard A. Xenos<br />

Yesod <strong>Foundation</strong><br />

Janice B. Yost<br />

Mark Youngworth<br />

Carol J. Yount<br />

Susan Zammarelli<br />

Robert Zibinskas<br />

Michael and Sandra Zorovich<br />

Marita Zuraitis<br />

*Deceased<br />

Every effort has been made to ensure the<br />

accuracy of this list. If we have made an<br />

error, please let us know.<br />

GIFTS IN HONOR<br />

Children in Foster Care<br />

Tracy Craig<br />

Dogs Cilla and Roscoe<br />

Rachel and<br />

James J. Egan III<br />

Robert O. Hurwitz<br />

Ann and Wayne Junnila<br />

Jordan Levy<br />

Lily and Abigail<br />

Sgt. Mark Mercier US Army<br />

101st Airborne<br />

Miriam Patrick<br />

Retired <strong>Worcester</strong><br />

Firefighters<br />

GIFTS IN MEMORY<br />

Axelina Asklina<br />

Bernie Bastardo<br />

Gerard Blanchette<br />

Anne Callan<br />

Wally Darnley<br />

Margaret Ann Duke<br />

Jeffrey Edinberg<br />

Sydelle Eisler<br />

Norma Feingold<br />

Raymond Fiore<br />

Frank & Bill<br />

Scott Gendron<br />

Robert Harley<br />

Blanche Hedin<br />

Sandra Holmes<br />

Marion Houle<br />

Enrico Iannotta<br />

Albert C. Johnson<br />

Haiim Kavon Kermanian<br />

Lucille Layden<br />

Lorion & Derosier families<br />

Daniel Stephen Lussier<br />

Ben Scott Maxwell<br />

Harold May<br />

Bill Monahan<br />

Winnie Monahan<br />

Charlotte Nichols<br />

Omer and Virginia<br />

Greg Petronio of Lucky Dog<br />

Patsy and Theresa Pezzella<br />

Paul Pietrowicz<br />

David Rice<br />

Arthur Rossiter<br />

Marion Rossiter-Smith<br />

Ray Scherdell<br />

Alma Sjogren<br />

Florence Sjostedt<br />

Arthur J. Smith<br />

Dorothy G. Smith<br />

Spellane Parents<br />

Laurie C. Tinsley<br />

Ralph Tiscione Sr.<br />

Richard P. Traina<br />

Alex Tremblay<br />

Earl Vancellette<br />

Paul Westburg<br />

18 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


In <strong>2011</strong>, more than $4.5 million, not<br />

including scholarship awards, was<br />

distributed to over 400 non-profits. Here<br />

is a complete listing of grantees, followed<br />

by the funding source.<br />

15-40 Connection $5,000<br />

James J. and Patricia A. Moynihan Donor<br />

Advised Fund<br />

A.P.P.L.E. Seed, Inc. $1,200<br />

Jeppson Memorial Fund for Brookfield<br />

Abby’s House $39,277<br />

African Heritage Institute Fund<br />

Wynne L. Chase Fund<br />

Ethel S. Cunningham Fund<br />

Jeanne Remillard Curtis Fund<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

The LaVigne Family Fund<br />

C. Jean and Myles McDonough Fund<br />

Lillian S. Pratt Fund<br />

Access <strong>Community</strong> Action Agency $1,000<br />

Newell and Betty Hale Fund<br />

African <strong>Community</strong> Education Program<br />

$42,250<br />

Children’s Christmas Fund<br />

Discretionary Funds<br />

Norman L. and Dorothy A. Sharfman Fund<br />

Al-Hamra Academy $2,320<br />

Khazma A. Soffan Memorial Fund<br />

All Saints Church Choir Alumni Association<br />

$10,000<br />

A. Jane Fitzpatrick, M.D. and Edward F.<br />

Kilroy, M.D. Fund<br />

All Saints Episcopal Church $8,144<br />

<strong>Community</strong> Ministries Fund<br />

A. Jane Fitzpatrick, M.D. and Edward F.<br />

Kilroy, M.D. Fund<br />

Sarah Daniels Pettit and William O. Pettit Jr.<br />

Fund<br />

Helen M. and Thomas B. Stinson Fund<br />

American Antiquarian Society $17,768<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Jeanne Remillard Curtis Fund<br />

Henry B. and Jane K. Dewey Fund<br />

Gordon Iver and Dorothy Brewer Erikson<br />

Fund<br />

Jeppson Memorial Fund<br />

John M. Nelson Fund<br />

American Cancer Society $200<br />

Paul E. Cohan Fund<br />

Paul and Fay Rossley Fund<br />

A<br />

American Red Cross of Central Massachusetts<br />

$25,281<br />

Jeanne Remillard Curtis Fund<br />

Directors and Corporators <strong>Community</strong><br />

Impact Fund<br />

Discretionary Funds<br />

David R. and Rosalie A. Grenon Fund<br />

Lionel M. and Cynthia E. Lamoureux Fund<br />

Peter H. and Catherine H. Levine Fund<br />

The Pyle Fund<br />

American Red Cross of Lee County $1,000<br />

Hugh W. and Harriet K. Crawford Fund<br />

American Technion Society $1,000<br />

Glenda and Arthur Wolpert Fund<br />

Animal Shelter, Inc. $5,000<br />

Rosemary Davis Memorial Fund<br />

Anna Maria College $78,000<br />

Maureen Logan Coghlin Fund<br />

Fairlawn <strong>Foundation</strong> Fund<br />

The LaVigne Family Fund<br />

Apple Tree Arts $5,000<br />

Child Wellness Fund<br />

Grants<br />

Arc of Quinebaug Valley $1,000<br />

Newell and Betty Hale Fund<br />

ART in the PARK, <strong>Worcester</strong> $7,500<br />

Fund for the Arts and Humanities<br />

ARTS<strong>Worcester</strong> $15,000<br />

Discretionary Funds<br />

Kirby <strong>Foundation</strong> Fund<br />

Ashburnham Westminster Youth Hockey $467<br />

John Carter “High Five” Youth Hockey Fund<br />

Assabet Valley Mastersingers $2,000<br />

Discretionary Funds<br />

Assabet Valley Pastoral Counseling Center<br />

$2,900<br />

Mini-Grants Fund<br />

Athol Area YMCA $3,000<br />

Winifred Meany Killay and Matthew Meany<br />

Memorial Fund<br />

Auburn <strong>Community</strong> Assistance Fund $100<br />

The Hedin Family Memorial Fund<br />

Auburn Historical Society $3,000<br />

The Auburn <strong>Foundation</strong><br />

Auburn Youth and Family Services $20,192<br />

The Auburn <strong>Foundation</strong><br />

Auburn Youth and Family Services<br />

Endowment Fund<br />

Discretionary Funds<br />

Audio Journal $12,000<br />

Central Massachusetts Health Standards Fund<br />

Bancroft School $59,793<br />

Ruth and John Adam Fund<br />

Jeppson Memorial Fund<br />

Paul and Fay Rossley Fund<br />

Youth Opportunity Fund<br />

Bare Hill Rowing Association $400<br />

MacLean Family Fund<br />

Barton Center for Diabetes Education $500<br />

David R. and Rosalie A. Grenon Fund<br />

Becker College $38,000<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Theodore and Marjorie M. Deitz Fund<br />

Fairlawn <strong>Foundation</strong> Fund<br />

George and Anna Krikorian Family Fund<br />

The Pyle Fund<br />

Belmont St. Baptist Church $2,500<br />

<strong>Community</strong> Ministries Fund<br />

Big Brothers/Big Sisters of Central Mass/<br />

Metrowest $17,900<br />

Morgan B. and Loretta R. Dewey Fund<br />

Marian B. Kubelus and Marian Zell Nesbit<br />

Memorial Fund<br />

Celeste and Dave Lionett Donor Advised Fund<br />

Big Brothers/Big Sisters of Massachusetts Bay<br />

$5,750<br />

The LaVigne Family Fund<br />

Blackstone Valley Boys & Girls Club $6,000<br />

Discretionary Funds<br />

Bonita Springs Concert Band $100<br />

Pelletz Family Fund<br />

Boothbay Harbor Memorial Library $942<br />

Raymond P. Harold Memorial Fund<br />

Boothbay Railway Village $1,000<br />

Paul and Fay Rossley Fund<br />

Boothbay Region Land Trust $500<br />

Raymond P. Harold Memorial Fund<br />

Boothbay Region YMCA $2,100<br />

Raymond P. Harold Memorial Fund<br />

Bosler Humane Society $1,968<br />

Bosler Humane Society Fund<br />

Boston Athenaeum<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Boston Lyric Opera $1,000<br />

Newell and Betty Hale Fund<br />

Boston Poultry Exposition $499<br />

John P. Castagnetti Memorial Fund<br />

Bottom Line $10,000<br />

Shepherd Knapp School Fund<br />

Bowdoin College $100<br />

Morgan B. and Loretta R. Dewey Fund<br />

B<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

19


Boys & Girls Club of Webster-Dudley $17,000<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Bradford J. Kemp Fund<br />

Boys & Girls Club of <strong>Worcester</strong> $16,896<br />

Boys & Girls Club of <strong>Worcester</strong> Fund<br />

Polly C. and Joseph R. Carter Fund<br />

Discretionary Funds<br />

David R. and Rosalie A. Grenon Fund<br />

Robert G. and Eliza C. Hess Fund<br />

Peter J. and Sophie Kosky Fund<br />

Sonia Werblin Masterman Fund<br />

The Pyle Fund<br />

Bridge of Central Massachusetts $16,000<br />

Marc Needleman Memorial Fund<br />

Brigham and Women’s Hospital $500<br />

Glenda and Arthur Wolpert Fund<br />

Brimfield Ambulance Service $300<br />

Argitis Family Fund<br />

Britney Gengel’s Poorest of the Poor Fund $2,000<br />

George S. and Tammy Butler Fund<br />

Broad Meadow Brook Wildlife Sanctuary $3,445<br />

Leicester Savings Bank Fund<br />

Brookfield Ecumenical Food Pantry $766<br />

Jeppson Memorial Fund for Brookfield<br />

The Brookfield Fund $766<br />

Jeppson Memorial Fund for Brookfield<br />

Brookfield Police Department $2,000<br />

Jeppson Memorial Fund for Brookfield<br />

Brookfield Unitarian Universalist Church $703<br />

Chesson Family Fund<br />

Camp Putnam $10,000<br />

Discretionary Funds<br />

Cape Cod Center for the Arts $1,000<br />

The LaVigne Family Fund<br />

Cape Cod Healthcare <strong>Foundation</strong> $5,000<br />

The LaVigne Family Fund<br />

Care Inc. $2,000<br />

Whittier Family Charitable Gift Fund<br />

CASA Project $14,000<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Catholic Charities <strong>Worcester</strong> County $29,494<br />

The <strong>Community</strong> Response Fund<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Center for Eye Research and Education $2,000<br />

The Pyle Fund<br />

Central Massachusetts Housing Alliance $21,400<br />

The <strong>Community</strong> Response Fund<br />

Discretionary Funds<br />

Centro Las Americas $15,000<br />

Lorraine Crepeau Fund<br />

Discretionary Funds<br />

C<br />

Grants<br />

Children’s Friend $44,978<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Paul J. and Dorothy B. Kervick Fund<br />

Louise R. and John F. Reynders Fund<br />

Youth for <strong>Community</strong> Improvement Fund<br />

Christ Episcopal Church, Leicester $1,000<br />

Leicester Savings Bank Fund<br />

Christ Episcopal Church, Pomfret $844<br />

Newell Hale Memorial Fund<br />

Church of Saint Luke the Evangelist $3,000<br />

Discretionary Funds<br />

Church of the Nativity $779<br />

Bruce Breger Memorial Fund for BSA Troop 1<br />

of Northboro<br />

City Mission Society of Boston $1,000<br />

Whittier Family Charitable Gift Fund<br />

City of <strong>Worcester</strong> Health and Human Services<br />

$31,000<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Francis A. and Jacquelyn H. Harrington<br />

Human Services Fund<br />

City of <strong>Worcester</strong> Mayor’s Office $1,500<br />

Mini-Grants Fund<br />

Claflin Hill Music Performance <strong>Foundation</strong><br />

$5,000<br />

Discretionary Funds<br />

Clark University $109,466<br />

Ruth and John Adam Fund<br />

Bozenhard Charitable Fund<br />

Paul E. Cohan Fund<br />

Lois B. and Robert F. Green Fund<br />

John W. Lund Fund<br />

Paul and Fay Rossley Fund<br />

Cleghorn Neighborhood Center $10,800<br />

Discretionary Funds<br />

Youth for <strong>Community</strong> Improvement Fund<br />

Clinton Hospital <strong>Foundation</strong> $100<br />

Paul and Fay Rossley Fund<br />

Coastal Maine Botanical Gardens $500<br />

Raymond P. Harold Memorial Fund<br />

College of the Atlantic $250<br />

Gordon Iver and Dorothy Brewer Erikson Fund<br />

Colleges of <strong>Worcester</strong> Consortium $4,000<br />

The Practical Education Fund<br />

Colorado College $2,500<br />

Kirby <strong>Foundation</strong> Fund<br />

<strong>Community</strong> Harvest Project $32,500<br />

Anonymous Fund<br />

Lorraine Crepeau Fund<br />

<strong>Community</strong> Healthlink $116,812<br />

The <strong>Community</strong> Response Fund<br />

Fairlawn <strong>Foundation</strong> Fund<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Francis A. and Jacquelyn H. Harrington<br />

Human Services Fund<br />

Frances F. Mansfield Fund<br />

<strong>Community</strong> Legal Aid $24,000<br />

Bowditch & Dewey Fund<br />

<strong>Worcester</strong> Credit Bureau Fund<br />

Connecticut Farmland Trust Inc $1,000<br />

Newell and Betty Hale Fund<br />

Connecticut Public Broadcasting $500<br />

Newell and Betty Hale Fund<br />

Conservancy of Southwest Florida $100<br />

Pelletz Family Fund<br />

Culture LEAP $1,500<br />

Mini-Grants Fund<br />

Cystic Dreams Fund $250<br />

Paul and Fay Rossley Fund<br />

Cystic Fibrosis <strong>Foundation</strong> $500<br />

Paul and Fay Rossley Fund<br />

Cystic Fibrosis Research $200<br />

Paul and Fay Rossley Fund<br />

Dana Hall School $825<br />

Hollis E. and Gwendolyn D. Alden Fund<br />

Day Kimball Hospital $1,000<br />

Newell and Betty Hale Fund<br />

Department of Children and Families Kids Fund<br />

$25,000<br />

WTAG Christmas for Children Fund<br />

Diocese of Fall River $2,500<br />

The LaVigne Family Fund<br />

Diocese of <strong>Worcester</strong> $1,511<br />

Argitis Family Fund<br />

Paul J. and Dorothy B. Kervick Fund<br />

Discovery Museums $3,000<br />

Discretionary Funds<br />

Dismas House of Central Massachusetts $15,000<br />

Francis A. and Jacquelyn H. Harrington<br />

Human Services Fund<br />

Doctor Franklin Perkins School $2,682<br />

Charles E. Soule Paul Revere Insurance Group<br />

Centennial Fund<br />

Dress for Success <strong>Worcester</strong> $11,700<br />

Kirby <strong>Foundation</strong> Fund<br />

Corinne Charron Turner Fund<br />

Dynamy $4,000<br />

The Practical Education Fund<br />

Eagle Hill <strong>Foundation</strong> of Mass. $500<br />

Glenda and Arthur Wolpert Fund<br />

D<br />

E<br />

20 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


East Douglas Evergreen Cemetery Company<br />

$12,216<br />

Janet Alden Carrick Memorial Fund<br />

East Douglas Evergreen Cemetery<br />

Company Fund<br />

Wallen Memorial Trust Fund<br />

East Quabbin Land Trust $15,000<br />

Town of Petersham Fund<br />

Easter Seals of Massachusetts $1,825<br />

Hollis E. and Gwendolyn D. Alden Fund<br />

David R. and Rosalie A. Grenon Fund<br />

EcoTarium $56,550<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Jeanne Remillard Curtis Fund<br />

Rosemary Davis Memorial Fund<br />

Discretionary Funds<br />

Environmental Grantmaking Fund<br />

David R. and Rosalie A. Grenon Fund<br />

Mary B. Grogan Fund for Youth<br />

Kirby <strong>Foundation</strong> Fund<br />

Edward M. Kennedy <strong>Community</strong> Health Center<br />

$36,261<br />

Shirley Feldman Fund<br />

Mini-Grants Fund<br />

Alice C.A. Sibley Fund<br />

Edward Street Child Services $70,375<br />

Ruth and John Adam Fund<br />

George I. Alden Education Fund<br />

Margaret and Gordon Torgersen Fund<br />

Elder Services of <strong>Worcester</strong> Area $11,624<br />

Eliza D. and Cora J. D. Dodge Fund<br />

H. Arthur Smith Designated Fund<br />

Harold Davis Woodbury Fund<br />

Elm Park Center for Early Childhood Education<br />

$2,200<br />

Children’s Christmas Fund<br />

Mini-Grants Fund<br />

Family Health Center of <strong>Worcester</strong> $131,936<br />

Discretionary Funds<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Fairlawn <strong>Foundation</strong> Fund<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Lisi-Greene Fund<br />

Family Services of Central Massachusetts $1,000<br />

John M. Nelson Fund<br />

Finnish American <strong>Report</strong>er $2,202<br />

Finnish American Social Club Fund<br />

Finnish Center at Saima Park $600<br />

Finnish Heritage <strong>Foundation</strong> Fund<br />

Finnish Heritage Society, Sovittaja $600<br />

Finnish Heritage <strong>Foundation</strong> Fund<br />

First Baptist Church of <strong>Worcester</strong> $1,000<br />

Trust in Kids Fund<br />

F<br />

Grants<br />

First Church Unitarian Universalist of<br />

Leominster $14,000<br />

Discretionary Funds<br />

First Congregational Church in Auburn $600<br />

The Auburn <strong>Foundation</strong><br />

First Congregational Church of Shrewsbury<br />

$1,261<br />

Frances F. Mansfield Fund<br />

Paul and Fay Rossley Fund<br />

First Congregational Parish, Unitarian $2,043<br />

First Congregational Parish, Unitarian Fund<br />

First Night <strong>Worcester</strong> $10,000<br />

Discretionary Funds<br />

First Unitarian Church $26,800<br />

Hollis E. and Gwendolyn D. Alden Fund<br />

Henry B. and Jane K. Dewey Fund<br />

First Unitarian Church Fund<br />

Peter H. and Catherine H. Levine Fund<br />

The Peter H. Levine and Catherine H. Levine<br />

Fund for the First Unitarian Church<br />

Barrett and Mahroo Morgan Fund<br />

John M. Nelson Fund<br />

Fisher House <strong>Foundation</strong> $2,000<br />

Whittier Family Charitable Gift Fund<br />

Fitchburg Art Museum $3,000<br />

Olive I. and Anthony A. Borgatti Jr. Donor<br />

Advised Fund<br />

Fitchburg Cultural Alliance $8,000<br />

Discretionary Funds<br />

Fitchburg State University $150,000<br />

Fairlawn <strong>Foundation</strong> Fund<br />

Florida Repertory Company $100<br />

Celeste and Dave Lionett Donor Advised Fund<br />

Fort Ticonderoga<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Francis Ouimet Scholarship Fund $1,000<br />

Amos E. and Ann Laura Wasgatt Fund<br />

Francis W. Parker Charter Essential School<br />

$6,000<br />

Kirby <strong>Foundation</strong> Fund<br />

Franklin W. Olin College of Engineering $100<br />

Paul E. Cohan Fund<br />

Friendly House $28,750<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Francis A. and Jacquelyn H. Harrington<br />

Human Services Fund<br />

Traina Family Youth Development Fund<br />

Youth for <strong>Community</strong> Improvement Fund<br />

Friends of Gale Free Library $12,364<br />

Friends of Gale Free Library 110th<br />

Endowment Fund<br />

Friends of Institute Park $4,000<br />

The Douglas P. Butler Fund<br />

Friends of Sutton Elders $250<br />

David R. and Rosalie A. Grenon Fund<br />

Friends of the Senior Citizens Association $4,000<br />

The Auburn <strong>Foundation</strong><br />

Friends of the Upton Town Library $3,000<br />

Friends of the Upton Town Library Fund<br />

Fruitlands Museum $3,500<br />

Discretionary Funds<br />

Gale Free Library $1,406<br />

C. Bradford and Elizabeth C. Newell Fund<br />

Genesis Club $17,500<br />

Olive I. and Anthony A. Borgatti Jr. Fund<br />

Girl Scouts of Central and Western<br />

Massachusetts $3,172<br />

The Auburn <strong>Foundation</strong><br />

Robert G. and Eliza C. Hess Fund<br />

Celeste and Dave Lionett Donor Advised Fund<br />

Girls Incorporated of <strong>Worcester</strong> $23,222<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Robert G. and Eliza C. Hess Fund<br />

Mini-Grants Fund<br />

Donna R. C. and John E. Sansoucy Fund<br />

Youth for <strong>Community</strong> Improvement Fund<br />

Good Samaritan Mission Council $1,571<br />

Good Samaritan Mission Council Fund<br />

Goodspeed Musicals $500<br />

Newell and Betty Hale Fund<br />

Grafton Land Trust $742<br />

Harris Family Fund<br />

Grafton Police Department $350<br />

UniBank September 11th Emergency Personnel<br />

Education Fund<br />

Grand Banks Schooner Museum Trust $500<br />

Paul and Fay Rossley Fund<br />

<strong>Greater</strong> Gardner <strong>Community</strong> Development<br />

Corporation $10,000<br />

Curtis G. Watkins Education Fund<br />

<strong>Greater</strong> <strong>Worcester</strong> 32º Masonic Learning Center<br />

for Children $23,590<br />

Polly C. and Joseph R. Carter Fund<br />

Norman L. and Dorothy A. Sharfman Fund<br />

<strong>Greater</strong> <strong>Worcester</strong> Habitat for Humanity<br />

MetroWest $12,000<br />

Partnership Fund<br />

<strong>Greater</strong> <strong>Worcester</strong> Land Trust $7,500<br />

Discretionary Funds<br />

Guideposts <strong>Foundation</strong> $2,000<br />

The Pyle Fund<br />

G<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

21


Habitat for Humanity of Lee County $3,000<br />

Hugh W. and Harriet K. Crawford Fund<br />

Habitat for Humanity of Northeast Connecticut<br />

$1,000<br />

Newell and Betty Hale Fund<br />

Harvard PTO $250<br />

MacLean Family Fund<br />

Harvard University Medical School $385<br />

Lawrence M. and Augusta L. Keeler Fund<br />

Harvest Fair Committee $2,000<br />

Leicester Savings Bank Fund<br />

Health Education and Advocacy for Latinos<br />

$10,000<br />

Francis A. and Jacquelyn H. Harrington Human<br />

Services Fund<br />

Hearts for Heat, Leicester Chapter $1,208<br />

Isaac Southgate Fund For Leicester<br />

Henry Lee Willis <strong>Community</strong> Center $15,000<br />

Harriet Miller Hight Education Fund with the<br />

Association of Colored Peoples<br />

Mini-Grants Fund<br />

Youth for <strong>Community</strong> Improvement Fund<br />

John Woodman Higgins Armory Museum $17,191<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Ross and Lisa Dik Fund<br />

Mini-Grants Fund<br />

Mary Louise Wilding-White Fund<br />

<strong>Worcester</strong> Credit Bureau Fund<br />

Hillel House at UMass Amherst $500<br />

Glenda and Arthur Wolpert Fund<br />

Hillside School $6,367<br />

H. Arthur Smith Designated Fund<br />

Historic Deerfield<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Historic New England $300<br />

Newell and Betty Hale Fund<br />

Hobart and William Smith Colleges $1,500<br />

Newell and Betty Hale Fund<br />

Holy Name Central Catholic Junior/Senior High<br />

School $500<br />

David R. and Rosalie A. Grenon Fund<br />

Home for Little Wanderers $2,000<br />

Whittier Family Charitable Gift Fund<br />

Homes for Our Troops, Inc. $500<br />

Donna R. C. and John E. Sansoucy Fund<br />

HOPE Coalition $12,500<br />

Andrew N. Ahlfors and Helmi E. Ahlfors Fund<br />

Horizons for Homeless Children $8,000<br />

Eliza D. and Cora J. D. Dodge Fund<br />

H<br />

Grants<br />

House of Peace and Education $17,500<br />

Discretionary Funds<br />

Hyde School $2,000<br />

Newell and Betty Hale Fund<br />

Immigration History Research Center $2,202<br />

Finnish American Social Club Fund<br />

Interfaith Hospitality Network of <strong>Greater</strong><br />

<strong>Worcester</strong> $10,000<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Italian-American Cultural Center $741<br />

Paul M. Pezzella Fund in Memory of Patsy and<br />

Theresa Pezzella<br />

Jeremiah’s Hospice, Inc. $1,000<br />

The Pyle Fund<br />

Jericho Road Project $5,000<br />

<strong>Worcester</strong> Credit Bureau Fund<br />

Jewish Family Service of <strong>Worcester</strong> $9,000<br />

Theodore and Marjorie M. Deitz Fund<br />

Irving N. and Annabel Wolfson Fund<br />

Glenda and Arthur Wolpert Fund<br />

Jewish Federation of Central Massachusetts<br />

$4,500<br />

Samuel Frank Charitable Fund<br />

Pelletz Family Fund<br />

Jewish Federation of Palm Beach County $2,000<br />

Glenda and Arthur Wolpert Fund<br />

Jewish Healthcare Center $2,250<br />

Theodore and Marjorie M. Deitz Fund<br />

Pelletz Family Fund<br />

Joshua Hyde Public Library $1,139<br />

Charles P. Ciaffone and Rose B. Ciaffone Fund<br />

Joy of Music Program $41,612<br />

Jeanne Remillard Curtis Fund<br />

Norma and Saul F. Feingold Joy of Music Fund<br />

David R. and Rosalie A. Grenon Fund<br />

Joy of Music Program Beveridge and Frances<br />

Webster Endowment Fund<br />

Augusta H. Kressler, M.D. Fund<br />

Mini-Grants Fund<br />

Paul and Fay Rossley Fund<br />

<strong>Worcester</strong> Credit Bureau Fund<br />

Judicial Watch $100<br />

Bozenhard Charitable Fund<br />

Killingly Central School $800<br />

Friends of Learning in Killingly Fund<br />

Killingly High School $800<br />

Friends of Learning in Killingly Fund<br />

Killingly Intermediate School $1,350<br />

Friends of Learning in Killingly Fund<br />

Killingly Memorial School $250<br />

Friends of Learning in Killingly Fund<br />

I<br />

J<br />

K<br />

Lahey Clinic $500<br />

Paul and Fay Rossley Fund<br />

Lakers Youth Hockey $316<br />

Christopher J. Paskell Memorial Fund<br />

The Last Green Valley $1,000<br />

Newell and Betty Hale Fund<br />

Latino Education Institute $55,500<br />

Ruth and John Adam Fund<br />

Robert S. and Helen A. Bowditch Fund<br />

Mini-Grants Fund<br />

Lee Memorial Health System <strong>Foundation</strong> $1,000<br />

Hugh W. and Harriet K. Crawford Fund<br />

Leicester Council on Aging $5,000<br />

Leicester Savings Bank Fund<br />

Leicester Police Department $3,000<br />

Leicester Savings Bank Fund<br />

Leicester Public Library $5,000<br />

Leicester Savings Bank Fund<br />

Leicester Summer Concert Series Committee<br />

$3,000<br />

Leicester Savings Bank Fund<br />

Let’s Get Ready $15,000<br />

Discretionary Funds<br />

Lincoln Village Tenant’s Association $3,000<br />

Lincoln Village Tenants Association Fund<br />

Literacy Project, Inc. $15,000<br />

Discretionary Funds<br />

Literacy Volunteers of <strong>Greater</strong> <strong>Worcester</strong> $32,000<br />

Discretionary Funds<br />

Norman L. and Dorothy A. Sharfman Fund<br />

LMS Sports Boosters $6,000<br />

Leicester Savings Bank Fund<br />

Loxahatchee Club Scholarship <strong>Foundation</strong><br />

$1,000<br />

The LaVigne Family Fund<br />

Lutheran Social Services of New England $27,500<br />

Discretionary Funds<br />

Lymphoma and Leukemia Society $100<br />

Paul E. Cohan Fund<br />

Main South <strong>Community</strong> Development<br />

Corporation $7,500<br />

Marian B. Kubelus and Marian Zell Nesbit<br />

Memorial Fund<br />

Maine Sea Coast Missionary Society $250<br />

Gordon Iver and Dorothy Brewer Erikson Fund<br />

Marie Anne Center $3,000<br />

<strong>Community</strong> Ministries Fund<br />

L<br />

M<br />

22 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Massachusetts Audubon Society $26,205<br />

The Auburn <strong>Foundation</strong><br />

Rosemary Davis Memorial Fund<br />

Martha L. and William P. Densmore Fund<br />

Environmental Grantmaking Fund<br />

Max H. Kuhner and Eloise A. Kuhner Fund<br />

Massachusetts College of Pharmacy and Health<br />

Sciences $15,500<br />

Fairlawn <strong>Foundation</strong> Fund<br />

David R. and Rosalie A. Grenon Fund<br />

Massachusetts Eye and Ear Infirmary $500<br />

Gordon Iver and Dorothy Brewer<br />

Erikson Fund<br />

Massachusetts <strong>Foundation</strong> for the Humanities<br />

$500<br />

Margaret and Gordon Torgersen Fund<br />

Massachusetts General Hospital $14,600<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Gordon Iver and Dorothy Brewer<br />

Erikson Fund<br />

Newell and Betty Hale Fund<br />

Glenda and Arthur Wolpert Fund<br />

Massachusetts School of Professional<br />

Psychology $200<br />

Pelletz Family Fund<br />

Matthew 25, Inc. $8,466<br />

Discretionary Funds<br />

Matthew 25 - Holden Fund<br />

Howard J. and Dorothy R. McGuiness Fund<br />

Merrick Public Library $1,500<br />

Jeppson Memorial Fund for Brookfield<br />

Middlebury College $250<br />

Todd H. Wetzel Fund<br />

Middlesex School $409<br />

Lawrence M. and Augusta L. Keeler Fund<br />

Millbury Historical Society $200<br />

Mary B. Grogan Fund for Youth<br />

Millbury Memorial Jr./Sr. High School $700<br />

Mary B. Grogan Fund for Youth<br />

Millbury Public Library $2,085<br />

Rosemary Davis Memorial Fund<br />

Mary B. Grogan Fund for Youth<br />

Millers River Watershed Council $4,000<br />

Environmental Grantmaking Fund<br />

Mohegan Council Boy Scouts of America $6,334<br />

Polly C. and Joseph R. Carter Fund<br />

Rosemary Davis Memorial Fund<br />

Environmental Grantmaking Fund<br />

Robert G. and Eliza C. Hess Fund<br />

Montachusett Interfaith Hospitality Network<br />

$13,000<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Montachusett Opportunity Council $15,000<br />

Joseph A. Tosoni Fund<br />

Montachusett Regional YMCA $2,500<br />

Discretionary Funds<br />

Morgan Memorial Goodwill Industries $4,000<br />

Whittier Family Charitable Gift Fund<br />

Morris Animal <strong>Foundation</strong> $500<br />

Whittier Family Charitable Gift Fund<br />

MorseLife <strong>Foundation</strong> $1,000<br />

Glenda and Arthur Wolpert Fund<br />

Mount Grace Land Conservation Trust $6,500<br />

H. Arthur Smith Fund<br />

Mt. Desert Island Hospital $500<br />

Gordon Iver and Dorothy Brewer Erikson Fund<br />

Music <strong>Worcester</strong> $11,759<br />

Jeppson Memorial Fund<br />

Kirby <strong>Foundation</strong> Fund<br />

Barrett and Mahroo Morgan Donor<br />

Advised Fund<br />

Todd H. Wetzel Fund<br />

MY TURN $10,000<br />

Joseph A. Tosoni Fund<br />

Grants<br />

Mystic Seaport $3,000<br />

Hugh W. and Harriet K. Crawford Fund<br />

National Multiple Sclerosis Society RI Chapter<br />

$250<br />

Paul and Fay Rossley Fund<br />

National Parks Conservation Association $500<br />

Whittier Family Charitable Gift Fund<br />

Nativity School of <strong>Worcester</strong> $16,500<br />

Jeanne Remillard Curtis Fund<br />

James J. and Patricia A. Moynihan Fund<br />

Whittier Family Charitable Gift Fund<br />

NCH Healthcare <strong>Foundation</strong> $250<br />

Gordon Iver and Dorothy Brewer Erikson Fund<br />

NEADS/Dogs for Deaf and Disabled Americans<br />

$33,218<br />

Lorraine Crepeau Fund<br />

Rosemary Davis Memorial Fund<br />

Martha L. and William P. Densmore Fund<br />

Katharine Higgins Riley Fund<br />

NEADY Cats $2,500<br />

Rosemary Davis Memorial Fund<br />

New England Business Associates $7,200<br />

Discretionary Funds<br />

New England Historic Genealogical Society $250<br />

Gordon Iver and Dorothy Brewer Erikson Fund<br />

New England Homes for the Deaf $9,812<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Quota International of <strong>Worcester</strong> Fund<br />

N<br />

New Hope, Inc. $18,000<br />

Eliza D. and Cora J. D. Dodge Fund<br />

North Brookfield Youth Center $12,000<br />

Discretionary Funds<br />

North County Land Trust $4,000<br />

Environmental Grantmaking Fund<br />

North Quabbin Citizen Advocacy $8,000<br />

H. Arthur Smith Fund<br />

Northbridge Council on Aging $5,000<br />

Lorraine Crepeau Fund<br />

Northwestern University $100<br />

Paul E. Cohan Fund<br />

Notre Dame Academy $3,000<br />

Bozenhard Charitable Fund<br />

The Pyle Fund<br />

Oak Hill <strong>Community</strong> Development Corporation<br />

$27,500<br />

Discretionary Funds<br />

Micah Housing Corporation Fund<br />

Old Sturbridge Village $30,200<br />

Argitis Family Fund<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Discretionary Funds<br />

Operation Outreach-USA $1,800<br />

Rosemary Davis Memorial Fund<br />

Our Father’s House, Inc. $15,000<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Our Lady of Providence Roman Catholic Church<br />

$1,000<br />

<strong>Community</strong> Ministries Fund<br />

Pakachoag Church, U.C.C. $8,537<br />

Lillian Knowles Eldred Fund of Pakachoag<br />

Church for the Support of Sacred Music<br />

Pakachoag Church Fund for Human<br />

Understanding<br />

Pakachoag Music School of <strong>Greater</strong> <strong>Worcester</strong><br />

$6,000<br />

Discretionary Funds<br />

Pan-Massachusetts Challenge $200<br />

MacLean Family Fund<br />

O<br />

P<br />

PAT Youth Hockey $178<br />

John Carter “High Five” Youth Hockey Fund<br />

Christopher J. Paskell Memorial Fund<br />

Pekes and Pals Canine Rescue $100<br />

Celeste and Dave Lionett Donor Advised Fund<br />

Performing Arts of Northeast Connecticut $4,500<br />

Newell and Betty Hale Fund<br />

Max H. Kuhner and Eloise A. Kuhner Fund<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

23


Pernet Family Health Service $31,925<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

David R. and Rosalie A. Grenon Fund<br />

Gertrude Alice Johnson Fund<br />

Mini-Grants Fund<br />

Traina Family Youth Development Fund<br />

Petersham Friday Market $1,000<br />

Town of Petersham Fund<br />

Petersham Historical Society $20,000<br />

Town of Petersham Fund<br />

Phillips Academy $804<br />

Jane Kenah Dewey Abbot/Andover Fund<br />

Planned Parenthood League of Massachusetts<br />

$5,000<br />

Kirby <strong>Foundation</strong> Fund<br />

Pleasant Street Neighborhood Network Center<br />

$14,300<br />

Mini-Grants Fund<br />

Providence & <strong>Worcester</strong> Railroad<br />

Company Fund<br />

Polus Center for Social & Economic<br />

Development $6,944<br />

Lund Pioneer Fund<br />

Pomfret <strong>Community</strong> School $1,622<br />

Pomfret <strong>Community</strong> School Arts Fund<br />

Pomfret School $3,000<br />

Newell and Betty Hale Fund<br />

Positive Futures Network $1,000<br />

Martha L. and William P. Densmore Fund<br />

Pregnant and Parenting Teen Program $35,000<br />

Discretionary Funds<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Preservation <strong>Worcester</strong> $9,000<br />

Discretionary Funds<br />

Mini-Grants Fund<br />

Problem Pregnancy of <strong>Worcester</strong> $1,500<br />

Maureen Logan Coghlin Fund<br />

Gertrude Alice Johnson Fund<br />

Quabbin Regional High School $3,000<br />

Youth for <strong>Community</strong> Improvement Fund<br />

Quinebaug Valley <strong>Community</strong> College<br />

<strong>Foundation</strong> $5,000<br />

Newell and Betty Hale Fund<br />

Q<br />

Quinebaug Valley Council for the Arts and<br />

Humanities $860<br />

Olive I. and Anthony A. Borgatti Jr. Donor<br />

Advised Fund<br />

Quinsigamond <strong>Community</strong> College <strong>Foundation</strong><br />

$34,000<br />

Fairlawn <strong>Foundation</strong> Fund<br />

Shepherd Knapp School Fund<br />

Carmen Tobin Nursing Scholarship Fund<br />

Grants<br />

Quinsigamond Village <strong>Community</strong> Center<br />

$3,000<br />

Mini-Grants Fund<br />

Rachel’s Table $17,000<br />

Francis A. and Jacquelyn H. Harrington<br />

Human Services Fund<br />

Rainbow Child Development Center $16,400<br />

Children’s Christmas Fund<br />

Rosemary Davis Memorial Fund<br />

Discretionary Funds<br />

Rangeley Lakes Heritage Trust $100<br />

Paul and Fay Rossley Fund<br />

Rangeley Region Health Center $250<br />

Paul and Fay Rossley Fund<br />

Rectory School $500<br />

Newell and Betty Hale Fund<br />

Refugee and Immigrant Assistance Center<br />

$12,000<br />

Discretionary Funds<br />

Regatta Point <strong>Community</strong> Sailing $7,500<br />

Discretionary Funds<br />

Regional Environmental Council $23,500<br />

Mini-Grants Fund<br />

<strong>Worcester</strong> Credit Bureau Fund<br />

Youth for <strong>Community</strong> Improvement Fund<br />

Rehabilitative Resources, Inc. $4,000<br />

Rosemary Davis Memorial Fund<br />

Rodale Institute $400<br />

Whittier Family Charitable Gift Fund<br />

Rural Cemetery and Crematory $12,937<br />

Elizabeth Trumbull Barton Fund<br />

Saint John’s High School $2,000<br />

Argitis Family Fund<br />

Amos E. and Ann Laura Wasgatt Fund<br />

St. Andrew Lutheran School $166<br />

Edward W. Bettke Scholarship Fund<br />

St. Andrews Hospital $1,500<br />

Raymond P. Harold Memorial Fund<br />

St. Anne and St. Patrick Parish $3,000<br />

Argitis Family Fund<br />

St. Anne’s Human Services $2,500<br />

Gene J. DeFeudis Fund<br />

St. George’s School $250<br />

Todd H. Wetzel Fund<br />

St. Joseph and St. Pius X Parishes $5,000<br />

Leicester Savings Bank Fund<br />

St. Joseph’s Church $500<br />

Traina Family Youth Development Fund<br />

St. Joseph’s Indian School $1,238<br />

Patricia Fisher Fund<br />

R<br />

S<br />

St. Mary Parish $2,000<br />

Gene J. DeFeudis Fund<br />

St. Patrick Catholic Church $5,000<br />

The LaVigne Family Fund<br />

St. Paul Cathedral $3,500<br />

Lois Anne Memorial Fund<br />

St. Peter’s Parish $3,000<br />

<strong>Community</strong> Ministries Fund<br />

Traina Family Youth Development Fund<br />

Salem <strong>Community</strong> Corporation $300<br />

Bozenhard Charitable Fund<br />

Celeste and Dave Lionett Donor Advised Fund<br />

Salisbury Singers $1,500<br />

Discretionary Funds<br />

Salvation Army $8,600<br />

Samuel Frank Charitable Fund<br />

Celeste and Dave Lionett Donor Advised Fund<br />

The Pyle Fund<br />

Whittier Family Charitable Gift Fund<br />

Sarasota Orchestra $190<br />

Paul E. Cohan Fund<br />

Save The Children $1,000<br />

Newell and Betty Hale Fund<br />

Senior Citizen Club of Leicester $2,000<br />

Leicester Savings Bank Fund<br />

Seven Hills <strong>Foundation</strong> $1,613<br />

Polly C. and Joseph R. Carter Fund<br />

The LaVigne Family Fund<br />

Paul and Fay Rossley Fund<br />

Shrewsbury Public Library $1,500<br />

Olive I. and Anthony A. Borgatti Jr. Donor<br />

Advised Fund<br />

Society for the Preservation of New England<br />

Antiquities<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

South High <strong>Community</strong> School $10,000<br />

<strong>Greater</strong> <strong>Worcester</strong> Jaycees Fund<br />

South <strong>Worcester</strong> Neighborhood Improvement<br />

Corporation $2,111<br />

South <strong>Worcester</strong> Neighborhood Center<br />

Growth Fund<br />

Southeast Asian Coalition of Central<br />

Massachusetts $75,500<br />

Discretionary Funds<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Norman L. and Dorothy A. Sharfman Fund<br />

Youth for <strong>Community</strong> Improvement Fund<br />

Spanish American Center $12,500<br />

Discretionary Funds<br />

Special Olympics Florida $2,000<br />

The LaVigne Family Fund<br />

24 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Spectrum Health Systems $10,000<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Starhawks Youth Hockey $276<br />

Christopher J. Paskell Memorial Fund<br />

Straight Ahead Ministries, Inc. $3,000<br />

The Pyle Fund<br />

Susan G. Komen for the Cure Massachusetts<br />

$100<br />

MacLean Family Fund<br />

Temple Emanuel $2,870<br />

Paul E. Cohan Fund<br />

Theodore and Marjorie M. Deitz Fund<br />

Pelletz Family Fund<br />

Temple Sinai $29,100<br />

Temple Sinai Fund<br />

Tenacity $10,000<br />

Discretionary Funds<br />

Thayer Memorial Library $6,905<br />

Rosemary Davis Memorial Fund<br />

Thompson Ecumenical Empowerment Group<br />

$2,000<br />

Newell and Betty Hale Fund<br />

The 300 Committee $300<br />

Paul and Fay Rossley Fund<br />

Town of Auburn $73,550<br />

The Auburn <strong>Foundation</strong><br />

Dr. Arthur and Dr. Martha Pappas Recreation<br />

Complex Fund<br />

Town of Boothbay Harbor Footbridge Fund<br />

$200<br />

Paul and Fay Rossley Fund<br />

Town of Palm Beach United Way $1,200<br />

Glenda and Arthur Wolpert Fund<br />

Trinity Chapel $500<br />

MacLean Family Fund<br />

Trinity Lutheran Church $28,205<br />

<strong>Community</strong> Ministries Fund<br />

Jeppson Memorial Fund<br />

Tri-Valley, Inc. $7,500<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Trustees of Reservations $1,200<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Whittier Family Charitable Gift Fund<br />

Tufts University Cummings School of<br />

Veterinary Medicine $5,000<br />

Rosemary Davis Memorial Fund<br />

Twin Cities <strong>Community</strong> Development<br />

Corporation $15,000<br />

Discretionary Funds<br />

U.S. English <strong>Foundation</strong> $100<br />

Bozenhard Charitable Fund<br />

T<br />

U<br />

Grants<br />

UMass Dartmouth <strong>Foundation</strong> $500<br />

Paul J. Gramling Memorial Scholarship Fund<br />

for Compassionate Caregiving<br />

UMass Memorial <strong>Foundation</strong> $37,411<br />

Hollis E. and Gwendolyn D. Alden Fund<br />

Dr. and Mrs. Edward Budnitz Fund<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Lawrence M. and Augusta L. Keeler Fund<br />

Peter J. and Sophie Kosky Fund<br />

Max H. and Eloise A. Kuhner Memorial Fund<br />

C. Bradford and Elizabeth C. Newell Fund<br />

Lillian S. Pratt Fund<br />

Paul and Fay Rossley Fund<br />

H. Arthur Smith Designated Fund<br />

Candi Tiarks Cancer Research Fund<br />

Harold Davis Woodbury Fund<br />

UMass Memorial Health Care, Inc. $4,052<br />

The Peter H. Levine Fund<br />

United Services, Inc. $500<br />

Newell and Betty Hale Fund<br />

United Way Lee, Hendry & Glades $13,000<br />

Hugh W. and Harriet K. Crawford Fund<br />

United Way of Central Massachusetts $165,652<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Jeanne Remillard Curtis Fund<br />

Henry B. and Jane K. Dewey Fund<br />

Paris and Marion S. Fletcher Fund<br />

David R. and Rosalie A. Grenon Fund<br />

Francis A. and Jacquelyn H. Harrington Fund<br />

Arthur J. Remillard Jr. Fund<br />

Robert and Helen E. Stoddard Fund<br />

United Way of Central Massachusetts Fund<br />

University of Massachusetts Graduate School of<br />

Nursing $20,750<br />

Fairlawn <strong>Foundation</strong> Fund<br />

Lillian R. Goodman and Mary K. Alexander<br />

Fund for Nursing Education and Research<br />

University of Massachusetts Medical School<br />

$100,000<br />

Argitis Family Fund<br />

Fairlawn <strong>Foundation</strong> Fund<br />

Wonders await visitors of all<br />

ages at the EcoTarium, where<br />

displays and educational<br />

activities invite exploration<br />

of science and nature, from<br />

the New England landscape<br />

to outer space. <strong>Foundation</strong><br />

grants support this beloved<br />

<strong>Worcester</strong> institution and its<br />

mind-expanding programs.<br />

University Park Campus School $1,750<br />

Traina Family Youth Development Fund<br />

Uxbridge Fire Department $700<br />

UniBank September 11th Emergency<br />

Personnel Education Fund<br />

Valley Residents for Improvement, Inc. $20,000<br />

Fairman C. Cowan Fund<br />

Venerini Academy $3,000<br />

Gene J. DeFeudis Fund<br />

Visitation House, Inc. $1,000<br />

Gertrude Alice Johnson Fund<br />

VNA Care Network and Hospice $7,500<br />

Discretionary Funds<br />

VSA Arts of Massachusetts $5,000<br />

Discretionary Funds<br />

Walther Lutheran High School $166<br />

Edward W. Bettke Scholarship Fund<br />

Wellesley College $3,112<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Henry B. and Jane K. Dewey Fund for<br />

Wellesley College<br />

WGBH Educational <strong>Foundation</strong> $3,500<br />

Henry B. and Jane K. Dewey Fund<br />

Newell and Betty Hale Fund<br />

Paul and Fay Rossley Fund<br />

Whitin Memorial <strong>Community</strong> Center $10,958<br />

Discretionary Funds<br />

Marjorie G. and Elmer E. Ellison Jr. Fund<br />

Lawrence M. and Augusta L. Keeler Fund<br />

Whitinsville Social Library $1,495<br />

Lawrence M. and Augusta L. Keeler Fund<br />

The John and Gloria Rauth Library Fund<br />

Wildlife Rehabilitators Association of<br />

Massachusetts $5,000<br />

Rosemary Davis Memorial Fund<br />

Windham County 4-H <strong>Foundation</strong> $1,000<br />

Newell and Betty Hale Fund<br />

Woodstock Academy $1,000<br />

Newell and Betty Hale Fund<br />

V<br />

W<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

25


<strong>Worcester</strong> Academy $30,066<br />

George S. and Tammy Butler Fund<br />

Morgan B. and Loretta R. Dewey Fund<br />

David R. and Rosalie A. Grenon Fund<br />

Chapin Riley Fund<br />

Paul and Fay Rossley Fund<br />

<strong>Worcester</strong> Animal Rescue League $15,931<br />

Rosemary Davis Memorial Fund<br />

Donna R. C. and John E. Sansoucy Fund<br />

<strong>Worcester</strong> Animal Rescue League Fund<br />

<strong>Worcester</strong> Art Museum $178,613<br />

Bozenhard Charitable Fund<br />

H. Paul and Sara B. Buckingham III Fund<br />

Martha A. Cowan Fund<br />

Theodore and Marjorie M. Deitz Fund<br />

Henry B. and Jane K. Dewey Fund<br />

David R. and Rosalie A. Grenon Fund<br />

Honee A. Hess Partnership with Children Fund<br />

Jeppson Memorial Fund<br />

Kirby <strong>Foundation</strong> Fund<br />

Barrett and Mahroo Morgan Donor<br />

Advised Fund<br />

Barrett and Mahroo Morgan Fund<br />

Louise R. and John F. Reynders Fund<br />

Marvin Richmond Fund<br />

Chapin Riley Fund<br />

Helen M. and Thomas B. Stinson Fund<br />

<strong>Worcester</strong> Art Museum Booth Family Fund for<br />

Education and Outreach<br />

<strong>Worcester</strong> Center for Crafts $12,466<br />

Louise R. and John F. Reynders Fund<br />

Youth Opportunity Fund<br />

<strong>Worcester</strong> Center for the Performing Arts $2,000<br />

Mini-Grants Fund<br />

<strong>Worcester</strong> Chamber Music Society $8,500<br />

Olive I. and Anthony A. Borgatti Jr. Donor<br />

Advised Fund<br />

Discretionary Funds<br />

Mini-Grants Fund<br />

<strong>Worcester</strong> Common Ground $15,000<br />

Discretionary Funds<br />

<strong>Worcester</strong> <strong>Community</strong> Action Council $26,000<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Francis A. and Jacquelyn H. Harrington Human<br />

Services Fund<br />

<strong>Worcester</strong> <strong>Community</strong> Housing Resources<br />

$20,000<br />

Discretionary Funds<br />

<strong>Worcester</strong> County Food Bank $5,217<br />

Jeanne Remillard Curtis Fund<br />

Howard J. and Dorothy R. McGuiness Fund<br />

Grants<br />

<strong>Worcester</strong> County Horticultural Society $158,737<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

H. Paul and Sara B. Buckingham III Fund<br />

Polly C. and Joseph R. Carter Fund<br />

Sarah Daniels Pettit and William O. Pettit Jr.<br />

Fund<br />

<strong>Worcester</strong> Tree Initiative Fund<br />

<strong>Worcester</strong> County Mechanics Association<br />

$24,050<br />

Bozenhard Charitable Fund<br />

Julie Chase Fuller Endowment Fund for<br />

Mechanics Hall<br />

Paul and Fay Rossley Fund<br />

<strong>Worcester</strong> County Poetry Association $9,800<br />

Fund for the Arts and Humanities<br />

<strong>Worcester</strong> County Poetry Association<br />

Founders Fund<br />

<strong>Worcester</strong> County Poetry Association’s<br />

<strong>Worcester</strong> Review Fund<br />

<strong>Worcester</strong> Cultural Coalition $15,000<br />

Discretionary Funds<br />

<strong>Worcester</strong> East Side <strong>Community</strong> Development<br />

Corporation $10,000<br />

Discretionary Funds<br />

<strong>Worcester</strong> Education Collaborative $12,500<br />

Discretionary Funds<br />

<strong>Worcester</strong> Film Works $2,500<br />

Mini-Grants Fund<br />

<strong>Worcester</strong> <strong>Foundation</strong> for Biomedical Research<br />

$2,835<br />

Hollis E. and Gwendolyn D. Alden Fund<br />

Theodore and Marjorie M. Deitz Fund<br />

Frances F. Mansfield Fund<br />

<strong>Worcester</strong> Historical Museum $126,058<br />

Elkanah B. Atkinson <strong>Community</strong> and<br />

Education Fund<br />

Barbara Allen Booth Fund<br />

Robert W. Booth Fund for the <strong>Worcester</strong><br />

Historical Museum<br />

The Norma Feingold <strong>Worcester</strong> History<br />

Prize Fund<br />

<strong>Worcester</strong> Historical Museum Fund<br />

<strong>Worcester</strong> Historical Museum Robert W. Booth<br />

Fund for Salisbury Mansion<br />

<strong>Worcester</strong> Interfaith $7,500<br />

Discretionary Funds<br />

<strong>Worcester</strong> Jewish <strong>Community</strong> Center $19,298<br />

<strong>Worcester</strong> Jewish <strong>Community</strong> Center Fund<br />

<strong>Worcester</strong> Polytechnic Institute $2,000<br />

John M. Nelson Fund<br />

<strong>Worcester</strong> Public Library <strong>Foundation</strong> $5,343<br />

Clarence S. Arms Family Fund<br />

Rosemary Davis Memorial Fund<br />

<strong>Worcester</strong> Public Schools $34,311<br />

Rosemary Davis Memorial Fund<br />

Marcia R. Katter Memorial Fund<br />

Norman L. and Dorothy A. Sharfman Fund<br />

<strong>Worcester</strong> Regional Research Bureau $7,700<br />

Discretionary Funds<br />

<strong>Worcester</strong> Regional Research Bureau Fund<br />

<strong>Worcester</strong> Regional Science & Engineering Fair<br />

$500<br />

<strong>Worcester</strong> Engineering Society Fund<br />

<strong>Worcester</strong> Roots Project $12,000<br />

Mini-Grants Fund<br />

Sumner Lee Sharfman Fund<br />

<strong>Worcester</strong> State <strong>Foundation</strong> $21,750<br />

Olive I. and Anthony A. Borgatti Jr. Donor<br />

Advised Fund<br />

Fairlawn <strong>Foundation</strong> Fund<br />

Lillian R. Goodman and Mary K. Alexander<br />

Fund for Nursing Education and Research<br />

<strong>Worcester</strong> Technical High School $624<br />

Saul A. Seder Fund<br />

<strong>Worcester</strong> Youth Center $13,750<br />

Ross and Lisa Dik Fund<br />

The Pyle Fund<br />

Youth Opportunity Fund<br />

<strong>Worcester</strong> Youth Orchestras $2,900<br />

The Auburn <strong>Foundation</strong><br />

World Vision $2,000<br />

Whittier Family Charitable Gift Fund<br />

Y.O.U., Inc. $34,095<br />

Dynamy Fund - 25th Reunion<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

Polly and Dick Traina Fund for Y.O.U., Inc.<br />

YMCA of Central Massachusetts $44,863<br />

Anonymous Fund<br />

Polly C. and Joseph R. Carter Fund<br />

Barbara E. and William E. Christensen Fund<br />

Discretionary Funds<br />

Fallon/OrNda <strong>Community</strong> Health Fund<br />

YMCA of <strong>Greater</strong> Hartford $34,000<br />

Newell and Betty Hale Fund<br />

YouthNet $17,500<br />

Discretionary Funds<br />

YWCA of Central Massachusetts $41,050<br />

The <strong>Community</strong> Response Fund<br />

Anna S. and Warren G. Davis Fund<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Traina Family Youth Development Fund<br />

YWCA/Daybreak Resources for Women &<br />

Children $10,500<br />

Carolyn Knight Dik Fund<br />

Eliza D. and Cora J. D. Dodge Fund<br />

Some grant amounts withheld by donor request.<br />

Y<br />

26 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


The Acorn Society<br />

Linda V. Carlson Romano, who has served as<br />

a volunteer on the <strong>Foundation</strong>’s Scholarship and<br />

Outreach Committees, recently retired as a legal<br />

administrative assistant at the law firm Mirick<br />

O’Connell where she learned of the methods available<br />

to people who want to make a difference. When it<br />

came time to update their own wills, Linda and her<br />

husband, Albert J. Romano Jr., created a provision<br />

for a bequest to <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong><br />

<strong>Foundation</strong>. Their gift will create three funds in their<br />

names:<br />

Acorn Society members since 2002, Albert and Linda Romano enjoy<br />

attending donor gatherings such as the annual Winter Supper.<br />

The Linda V. Carlson Romano and Albert J. Romano<br />

Jr. Funds - one for discretionary grants, one for<br />

endowed scholarships, and a fund for a youth tennis<br />

program through the local YMCA. “It gives us great<br />

pleasure to perpetuate our gift to future generations<br />

and offer the joys of education and tennis to others.”<br />

The Acorn Society recognizes those who have made plans to leave a gift to the <strong>Foundation</strong> after their lifetimes. You are<br />

invited to join the roster of Acorn Society members by naming the <strong>Foundation</strong> as a beneficiary of a gift through your will<br />

or estate plan. With a bequest of $10,000 or more, you can establish a named fund that will endow your annual giving.<br />

Your planned gift may provide you with significant tax advantages. As an Acorn Society member, you will be invited to<br />

special events and Insights Tours, which bring donors and service providers together to explore issues critical to our region.<br />

We are deeply grateful to every member of the Acorn Society, including those who prefer to remain anonymous.<br />

Your legacy strengthens your community.<br />

<strong>2011</strong> Acorn Society Members<br />

Anonymous (10)<br />

Robert S. Adler<br />

Isabel K. Arms<br />

Edward W. Bettke<br />

Mark P. Bilotta and Henry O. Ritter<br />

Brian L. and Betty G. Bjurling<br />

Maurice J. and Pamela K. Boisvert<br />

Cushing C. Bozenhard<br />

Douglas P. Butler<br />

Kenneth F. and Nancy Candito<br />

Richard P. Coonan<br />

Jeanne Y. Curtis *<br />

Dix F. and Sarah B. Davis<br />

Elizabeth O. Dean *<br />

James S. Demetry<br />

Henry B. and Jane K. Dewey<br />

Robert E. Dik<br />

Ross K. and Lisa F. Dik<br />

Richard and Carol Dymek<br />

Barbara M. Fitts<br />

Warner S. Fletcher<br />

Gerald and Jane Freed New<br />

Dina R. and Gerald (Lee) Gaudette III<br />

Rodney M. Glasgow Jr.<br />

Dennis F. and Frances C. Gorman<br />

Susanne E. Gray and Ernest Osterman<br />

David R. and Rosalie A. Grenon<br />

Claire L. Halvey<br />

Richard E. Hedin<br />

Nason A. Hurowitz and Martha P. Grace<br />

Sona Husisian<br />

Forrest A. and Shirley H. Jacobs<br />

Frances and M Howard Jacobson<br />

Kenneth R. and Patricia L. Jones<br />

Pamela B. Kane and Roy T. Charette New<br />

David P. Leach and Audrey Klein-Leach<br />

Catherine H. Levine<br />

Margaret D. Lincoln<br />

Ann T. Lisi<br />

Mónica Escobar Lowell<br />

Barbara B. and Raymond E. Morin<br />

Frederic and Victoria Mulligan<br />

John M. and Linda Nelson<br />

Vincent J. Osterman<br />

Sarah D. Pettit<br />

Bonnie M. Prescott<br />

James F. and Helen E. Queenan New<br />

John A. and Gloria W. Rauth<br />

Mary C. and William J. Ritter<br />

Susan and C. Reid Roberts<br />

Linda Carlson Romano and Albert J. Romano Jr.<br />

Scott and Lois Rossiter<br />

Paul and Fay Rossley<br />

Sally S. Schenck<br />

Evelyn B. Silver<br />

Laurence J. and Alison D. Specter<br />

David C. Steelman and Virginia Theo-Steelman<br />

Joseph N. and Charlene M. Stolberg New<br />

Cynthia P. Strub New<br />

Cynthia C. Taylor<br />

Laurie D’Amico Tigan New<br />

Sumner B. Tilton Jr.<br />

Richard B. and Edith W. Wolf New<br />

David K. Woodbury<br />

Kimball R. Woodbury<br />

*Deceased in <strong>2011</strong><br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

27


Financials<br />

An overview of <strong>2011</strong><br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> takes great<br />

care to ensure that the philanthropic contributions given<br />

to us will endure and grow on behalf of the community.<br />

Donor gifts are invested in a commingled pool governed<br />

by a disciplined strategy that is intended to both preserve<br />

capital and improve the availability of spendable funds to<br />

meet our grant and program commitments. We attempt to<br />

manage risk through extensive diversification. Among our<br />

investments are high-yield bonds, international equities,<br />

and various sectors including emerging markets, flexible<br />

capital, global macros, and inflation hedging strategies.<br />

The <strong>2011</strong> Investment Luncheon for Donors featured a<br />

presentation by Prime Buchholz & Associates principal consultant<br />

Jeffrey R. Croteau, who was introduced by investment community<br />

volunteer chairman, Tom Bartholomew.<br />

$250,000<br />

$200,000<br />

$150,000<br />

$100,000<br />

Growing Your Gift<br />

For years ended 12/31<br />

In <strong>2011</strong>, the <strong>Foundation</strong> maintained its total return<br />

spending policy and set a maximum payout of 4% for<br />

grants from permanently restricted endowment funds.<br />

This approach allows spending of a fixed rate of total<br />

market value including realized and unrealized gains and<br />

enables the investment managers to maximize overall<br />

investment return, incorporating growth and income<br />

strategies, while minimizing the impact of market<br />

fluctuations. It is our aim that over many years and<br />

decades, this disciplined approach will support an increase<br />

in our capacity. Since 1995 the <strong>Foundation</strong> portfolio has<br />

grown by 7.4 percent annually.<br />

The chart at left, Growing Your Gift, illustrates the change<br />

and increase in the market value of a $100,000 gift invested<br />

in our portfolio over a 16-year period.<br />

$50,000<br />

$0<br />

'96<br />

'97<br />

'98<br />

'99<br />

'00<br />

'01<br />

'02<br />

'03<br />

'04<br />

'05<br />

'06<br />

'07<br />

'08<br />

'09<br />

'10<br />

'11<br />

The lower chart describes our asset classifications and<br />

target allocation. The detailed investment policy and up-todate<br />

performance evaluations are available by calling the<br />

<strong>Foundation</strong> office.<br />

Target Allocation<br />

Diversified<br />

Inflation Hedges<br />

10%<br />

High Yield<br />

5%<br />

Liquid<br />

Capital<br />

2%<br />

Global<br />

Long-Only<br />

36%<br />

Absolute<br />

Return<br />

14%<br />

Global<br />

Long-Short<br />

8%<br />

Core Bonds<br />

21%<br />

Real Estate<br />

4%<br />

The <strong>Foundation</strong>’s audited financial statements and<br />

independent auditor’s report as of December 31, <strong>2011</strong> and 2010<br />

were prepared by Alexander, Aronson, Finning & Co., P.C. ,<br />

certified public accountants, and are available on request and<br />

online www.greaterworcester.org.<br />

28 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Financial Statements<br />

Years ended December 31, <strong>2011</strong> and 2010. Full financial statements are available upon request.<br />

Consolidated Statements of Financial Position<br />

ASSETS<br />

<strong>2011</strong> 2010<br />

Cash $ 446,529 $ 79,109<br />

Investments 112,089,976 117,194,817<br />

Split interest agreements 1,674,563 1,760,307<br />

Remainder interest in real estate - 1,149,228<br />

Property held for sale 1,307,129 -<br />

Pledges receivable 305,000 630,000<br />

Property and equipment, net 80,605 50,623<br />

Other assets 61,205 86,044<br />

TOTAL ASSETS $ 115,965,007 $ 120,950,128<br />

LIABILITIES AND NET ASSETS<br />

LIABILITIES<br />

Distributions payable $ 695,250 $ 186,400<br />

Accounts payable and accrued expenses 74,095 62,151<br />

Split interest obligations 966,039 838,613<br />

Funds held as agency endowments 11,510,297 10,485,781<br />

TOTAL LIABILITIES 13,245,681 11,572,945<br />

NET ASSETS<br />

Unrestricted – operating reserves 981,732 925,509<br />

Unrestricted – appreciation (depreciation) on permanently<br />

restricted net assets (2,208,224) (1,131,449)<br />

Total unrestricted (1,226,492) (205,940)<br />

Temporarily restricted 23,827,785 29,752,047<br />

Permanently restricted 80,118,033 79,831,076<br />

TOTAL NET ASSETS $ 102,719,326 $ 109,377,183<br />

TOTAL LIABILITIES AND NET ASSETS $ 115,965,007 $ 120,950,128<br />

Consolidated Statements of Activities<br />

<strong>2011</strong> 2010<br />

REVENUES<br />

Investment returns net of agency endowments $ (2,235,806) $ 11,399,942<br />

Contributions net of agency endowments 1,755,665 2,898,883<br />

Change in value of split interest agreements (213,170) 104,598<br />

Change in value of remainder interest in real estate 150,872 114,375<br />

Other support 79,749 220,942<br />

Total revenues (462,690) 14,738,740<br />

EXPENSES<br />

Distributions net of agency endowments 4,896,688 4,278,141<br />

Operating expenses 1,298,478 1,277,442<br />

Total expenses 6,195,166 5,555,583<br />

Changes in net assets (6,657,856) 9,183,157<br />

NET ASSETS, beginning of year 109,377,183 100,194,026<br />

NET ASSETS, end of year $ 102,719,326 $ 109,377,183<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

29


Committees<br />

APPOINTED COMMITTEES<br />

GRANTMAKING COMMITTEES<br />

Audit Committee<br />

Ellen S. Dunlap<br />

Gerald (Lee) Gaudette III<br />

Dennis F. Gorman<br />

George W. Tetler III<br />

Auditor: Alexander, Aronson, Finning<br />

& Co., PC<br />

Distribution Committee<br />

Gerald M. Gates<br />

Steven G. Joseph<br />

Linda C. Looft<br />

Nadia McGourthy<br />

Anne M. O’Brien<br />

Scott Rossiter<br />

Tuyet Tran<br />

Donor Stewardship Committee<br />

Ann Marie Argitis<br />

Benjamin Craver<br />

Henry B. Dewey<br />

Ross K. Dik<br />

Saul F. Feingold<br />

Gerald (Lee) Gaudette III<br />

Katherine H. Metzger<br />

Marla Maykel Pyle<br />

Scott Rossiter<br />

R. Joseph Salois<br />

Margaret W. Traina<br />

Governance Committee<br />

Pamela K. Boisvert<br />

Ellen S. Dunlap<br />

Gerald (Lee) Gaudette III<br />

Gail T. Randall<br />

Mary C. Ritter<br />

R. Joseph Salois<br />

Investment Committee<br />

Thomas J. Bartholomew<br />

William R. Carrick<br />

James E. Collins<br />

Dix F. Davis<br />

Warner S. Fletcher<br />

Abraham W. Haddad DMD<br />

Timothy M. Jarry<br />

Jeffrey S. Solomon<br />

Consultant: Jeffrey R. Croteau,<br />

Prime Buchholz & Associates<br />

Nominating Committee<br />

Kirk Carter<br />

Ross K. Dik<br />

Mónica E. Lowell<br />

Scott Rossiter<br />

Kent Russell<br />

Joshua Lee Smith<br />

Carolyn Stempler<br />

Nonprofit Support Center Advisory<br />

Committee<br />

Mark P. Bilotta<br />

Ann E. Carlson<br />

Ellen S. Dunlap<br />

Timothy J. Garvin<br />

Patsy C. Lewis<br />

Ann T. Lisi<br />

Frederic H. Mulligan<br />

Stephen M. Pitcher<br />

Kent dur Russell<br />

Matt Wally<br />

Carlton A. Watson<br />

Charles S. Weiss<br />

Professional Advisor Network<br />

Jay Z. Aframe<br />

Michael J. Bollus<br />

Janet L. Bousquet<br />

Michael D. Brockelman<br />

David M. Brunelle<br />

Joel A. Buthray<br />

Joy C. Child<br />

Tracy A. Craig<br />

David M. Dimenstein<br />

Dorothy A. Dimitri<br />

George L. Dresser<br />

Dennis F. Gorman<br />

J. Michael Grenon<br />

Patricia L. Jones<br />

Donald O. Maloney Jr.<br />

Charles Manoog<br />

Michael J. Martin<br />

John F. Merrill<br />

Ann K. Molloy<br />

Timothy J. O’Malley<br />

Neil F. Petersen Jr.<br />

Marvin S. Silver<br />

Joseph N. Stolberg<br />

Daniel Tinsley<br />

Anne E. Wales<br />

The Auburn <strong>Foundation</strong> Advisory<br />

Committee<br />

Patricia Bukoski<br />

Rev. Robert Fenby<br />

Julie Jacobson<br />

Arthur Pappas<br />

Martha Pappas<br />

Susan Pappas<br />

Thomas Turco<br />

<strong>Community</strong> Ministries Advisory<br />

Committee<br />

Rev. Robert S. Bachelder<br />

Rev. Louis G. Bond<br />

Rev. Laura Goodwin<br />

Robert Hallock<br />

Sandra Longvall-Johnson<br />

Susan Swanberg<br />

Rev. Richard Whitefleet-Smith<br />

Rev. Dan Wilson<br />

Fairlawn <strong>Foundation</strong><br />

Mary Aleksiewicz<br />

Robert Anderson<br />

Karl Bjork<br />

Ann Carlson<br />

John Duggan MD<br />

N. Lynn Eckhert MD<br />

Shelley Hall<br />

Robert Lian<br />

Fallon/OrNda <strong>Community</strong> Health<br />

Fund Advisory Committee<br />

Dexter Bailey<br />

Mark P. Bilotta<br />

Dix F. Davis<br />

Dorista J. Goldsberry<br />

Maryellen O’Brien<br />

Gary L. Segal<br />

Kelsa Zereski<br />

Distribution Committee members Pam Kane (staff), Gerald Gates,<br />

Nadia McGourthy, Steven Josephs, Lois Smith (staff), Scott Rossiter,<br />

Anne O’Brien and Linda Looft.<br />

Friends of Learning in Killingly<br />

(FOLK) Advisory Committee<br />

Janice Ahola-Sidaway<br />

Christopher M. Burke<br />

Susan Rees Jones<br />

Ralph E. LaChance<br />

Paul D. Lefrancois<br />

Richard N. Rust<br />

Timothy J. Schmidt<br />

Paul R. Theroux<br />

Cathy E. Wade<br />

Mary B. Grogan Fund for Youth<br />

Advisory Committee<br />

Peter F. Keenan Jr.<br />

Elaine Loehmann<br />

Mary Lou Mulhane<br />

Jeppson Memorial Fund<br />

for Brookfield Advisory Committee<br />

James W. Allen<br />

Michelle Breuer<br />

Amy Law<br />

Lydia M. Lucas<br />

Christine McManus<br />

Leicester Savings Bank Fund<br />

Advisory Committee<br />

Marjorie A. Cooper<br />

Steven P. Corley<br />

Paul A. Fontaine<br />

Karl E. Gumpright<br />

Cynthia R. LaPointe<br />

James O’Donnell<br />

Paul R. Rossley<br />

Water and Land Stewardship Fund<br />

Advisory Committee<br />

Henry W. Beth<br />

Brendan Donahue<br />

Allen W. Fletcher<br />

Stephen F. Gemelli<br />

Gail Morgan<br />

Paul Schlaikjer<br />

Donna Williams<br />

Youth for <strong>Community</strong> Improvement<br />

Alexandra Ambrose<br />

Nicole Burshan<br />

Zulma Chavez<br />

Meagan Costello<br />

Shaina Lo<br />

Eryl MacConnell<br />

Natacha Mateo<br />

John Oliveras<br />

Tiana Padgett<br />

Priscilla Rivera<br />

Maggie Smith<br />

Kris Toomey<br />

Angel Winston<br />

30 <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Corporators<br />

Corporators are voting members of the<br />

<strong>Foundation</strong> and are chosen because of their<br />

dedication to the community. As a body, the<br />

membership is responsible for electing other<br />

Corporators and the Board of Directors at the<br />

annual meeting. Many Corporators also serve<br />

on <strong>Foundation</strong> committees.<br />

Lawrence J. Abramoff<br />

Robert C. Achorn<br />

Sara Trillo Adams<br />

Robert S. Adler<br />

Jay Z. Aframe<br />

Robb B. Ahlquist<br />

Bruce C. Anderson<br />

Robert J. Anderson<br />

James A. Andreoli<br />

David P. Angel<br />

Michael P. Angelini<br />

Robert V. Antonucci<br />

Ann Marie Argitis<br />

Robert S. Bachelder<br />

Joseph F. Barbato Jr.<br />

Richard C. Barry<br />

Thomas J. Bartholomew<br />

John E. Bassett<br />

Matthew Beaton<br />

Dennis D. Berkey<br />

Sarah G. Berry<br />

Henry W. Beth<br />

Mark P. Bilotta<br />

Janet A. Birbara<br />

Maurice J. Boisvert<br />

Pamela K. Boisvert<br />

James Bonds Sr.<br />

Melinda Boone<br />

George F. Booth II<br />

Sarah Ann Bowditch<br />

Cushing C. Bozenhard<br />

Karin Branscombe<br />

Michael D. Brockelman<br />

Denise H. Brookhouse<br />

Paula A. Brouillette<br />

Matthew A. Brunell<br />

H. Paul Buckingham III<br />

John H. Budd<br />

Douglas P. Butler<br />

Henry Camosse Jr.<br />

Gail E. Carberry<br />

Esteban V. Cardemil<br />

Jennifer Davis Carey<br />

Ann E. Carlson<br />

William R. Carrick<br />

Kirk A. Carter<br />

Deborah D. Cary<br />

Matilde Castiel<br />

Linda A. Cavaioli<br />

Francesco C. Cesareo<br />

Harriette L. Chandler<br />

Brian M. Chandley<br />

Harold R. Chesson Jr.<br />

Joy C. Child<br />

Elaine M. Ciborowski *<br />

James W. Coghlin<br />

J. Christopher Collins<br />

James E. Collins<br />

Michael F. Collins<br />

P. Kevin Condron<br />

Marjorie A. Cooper<br />

Ken Crater<br />

Benjamin Craver<br />

Michael J. Crawford<br />

John W. S. Creedon<br />

Timothy P. Crimmins Jr<br />

Frederick G. Crocker Jr.<br />

Ralph D. Crowley Jr.<br />

Maritza Cruz<br />

Jeanne Y. Curtis*<br />

Jill C. Dagilis<br />

Dix F. Davis<br />

Laurel A. Davis<br />

Daniel de la Torre Jr.<br />

Richard W. Dearborn<br />

Gene J. DeFeudis<br />

William P. Densmore<br />

Henry B. Dewey<br />

Morgan B. Dewey<br />

Ross K. Dik<br />

David M. Dimenstein<br />

Iliana D’Limas<br />

Brendan Donahue<br />

James C. Donnelly Jr.<br />

Francis X. Dufault Jr.<br />

Ellen S. Dunlap<br />

David M. Dunn<br />

N. Lynn Eckhert<br />

Stephen J. Erickson<br />

Barbara E. Fargo<br />

Richard J. Fates<br />

Saul F. Feingold<br />

Peter S. Fellenz<br />

Gerald Fels<br />

Emily R. Ferrara<br />

Deborah Finch<br />

Allen W. Fletcher<br />

Mary F. Fletcher<br />

Warner S. Fletcher<br />

Terence R. Flotte<br />

Jack L. Foley<br />

Paul A. Fontaine<br />

David P. Forsberg<br />

Howard G. Freeman<br />

Mark W. Fuller<br />

Gerald M. Gates<br />

Gerald (Lee) Gaudette III<br />

Bruce Gaultney<br />

Stephen F. Gemelli<br />

Lisa Kirby Gibbs<br />

Lawrence J. Glick<br />

Dorista J. Goldsberry<br />

Dennis F. Gorman<br />

Martha P. Grace<br />

John E. Graham<br />

Martin J. Green<br />

Barbara E. Greenberg<br />

David N. Grenier<br />

David R. Grenon<br />

J. Michael Grenon<br />

Veronica M. Griffin<br />

John Gusha<br />

Jabián Gutiérrez<br />

Abraham W. Haddad<br />

James H. Harrington<br />

Ernest S. Hayeck<br />

John J. Healy<br />

Jeannie Hebert<br />

John Herron Jr.<br />

Honee A. Hess<br />

John E. Hodgson<br />

Emily G. Holdstein<br />

W. Patrick Hughes<br />

Kathryn Zingg Hunter<br />

Michael E. Huppert<br />

M Howard Jacobson<br />

Timothy M. Jarry<br />

Frances E. Jewers-Langille<br />

Patricia L. Jones<br />

Kevin R. Kearney<br />

Alison C. Kenary<br />

Richard B. Kennedy<br />

Robert M. Kennedy<br />

Priscilla Short Kerr<br />

Mary E. Kett<br />

Jean A. King<br />

Judith Kirk<br />

Audrey Klein-Leach<br />

Barbara C. Kohin<br />

Joyce R. Kressler<br />

Agnes E. Kull *<br />

Leonid Kustanovich<br />

Deborah L. Larsen<br />

Thomas P. LaVigne<br />

Robert E. Layne<br />

Thuha T. Le<br />

Patsy C. Lewis<br />

Joseph Lian Jr.<br />

Robert G. Lian<br />

Linda Carre Looft<br />

Stephen B. Loring<br />

Mónica Escobar Lowell<br />

Susan M. Mailman<br />

Thomas D. Manning<br />

Michael J. Martin<br />

Pamela A. Massad<br />

Tod Masterman<br />

C. Jean McDonough<br />

Michael C. McFarland<br />

Nadia McGourthy<br />

Linda M. McGowan<br />

Robert McLaren<br />

Cynthia M. McMullen<br />

Christopher G. Mehne<br />

Donald R. Melville<br />

John F. Merrill<br />

Barbara W. Merritt<br />

Peter Metz<br />

Erwin H. Miller<br />

John O. Mirick<br />

Ann K. Molloy<br />

Charles F. Monahan Jr.<br />

Janet Wilson Moore<br />

Maureen Moorehouse<br />

Barrett Morgan<br />

Gail M. Morgan<br />

Laurance S. Morrison<br />

James J. Moynihan<br />

William G. Muller<br />

Frederic H. Mulligan<br />

Thomas V. Murray Jr.<br />

Laura H. Myers<br />

Leopoldo Negrón Cruz<br />

Robert Z. Nemeth<br />

AiVi Nguyen<br />

John G. O’Brien<br />

Joseph C. O’Brien<br />

Andrew B. O’Donnell<br />

David R. Ojerholm<br />

Vincent F. O’Rourke Jr.<br />

Vincent J. Osterman<br />

Kevin O’Sullivan<br />

Martha R. Pappas<br />

Thoru Pederson<br />

Deborah A. Penta<br />

Neil Petersen<br />

Michael Peterson<br />

Sarah D. Pettit<br />

Paul M. Pezzella<br />

Lisa A. Piehler<br />

Cynthia N. Pitcher<br />

John W. Polanowicz<br />

Karyn E. Polito<br />

Christine M. Proffitt<br />

Richard L. Pyle<br />

Raymond Quinlan<br />

Candace A. Race<br />

Hilda Ramirez<br />

Scott R. Reisinger<br />

Wendy J. Rickles<br />

Mary C. Ritter<br />

Sarai Rivera<br />

Melvin Rosenblatt<br />

Scott Rossiter<br />

Paul R. Rossley<br />

Steven Rothschild<br />

Kent dur Russell<br />

Francis M. Saba<br />

Brenda K. Safford<br />

Nancy H. Sala<br />

Andrew Salmon<br />

R. Joseph Salois<br />

Kwasi Sarpong<br />

Ralph F. Sbrogna<br />

Roberta R. Schaefer<br />

Paul F. Schlaikjer<br />

Paul F. Scully<br />

Carol L. Seager<br />

Sara Kelleher Sears<br />

Rashid M. Shaikh<br />

Francis P. Shea<br />

Jay S. Sherwin<br />

John F. Shoro<br />

Philip O. Shwachman<br />

Jonathan R. Sigel<br />

Marvin S. Silver<br />

Edward D. Simsarian<br />

Michael D. Sleeper<br />

Joshua Lee Smith<br />

William B. Smith<br />

Jeffrey S. Solomon<br />

Susan E. Spencer<br />

Mark Spuria<br />

Peter R. Stanton<br />

Carolyn J. Stempler<br />

Joseph N. Stolberg<br />

Alan M. Stoll<br />

William F. Sullivan<br />

J. Stephen Teasdale<br />

George W. Tetler III<br />

Robert L. Thomas<br />

Brian W. Thompson<br />

Troy B. Thompson<br />

Sumner B. Tilton Jr.<br />

David N. Tinsley<br />

E. Paul Tinsley<br />

Rosalie Torres Stone<br />

Lindsay A. Tosi<br />

Roger R. Trahan<br />

Margaret W. Traina<br />

Tuyet Tran<br />

Ann K. Tripp<br />

John Trobaugh<br />

Michael P. Tsotsis<br />

Wayne Ushman<br />

Charles R. Valade<br />

Carmen D. Vazquez<br />

Wyatt R. Wade<br />

William D. Wallace<br />

Carlton A. Watson<br />

Janice I. Weekes<br />

Charles S. Weiss<br />

James A. Welu<br />

Meridith D. Wesby<br />

Todd H. Wetzel<br />

David White<br />

Harry T. Whitin<br />

Thomas J. Wickstrom<br />

Donna M. Williams<br />

Jack L. Wolfson<br />

Gary R. Wood<br />

David K. Woodbury<br />

Janice B. Yost<br />

Kelsa L. Zereski<br />

Robert Zibinskas<br />

Marita Zuraitis<br />

*Deceased<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT<br />

31


BOARD OF DIRECTORS<br />

R. Joseph Salois, Chair<br />

President<br />

Atlas Distributing, Inc.<br />

Warner S. Fletcher, Vice Chair<br />

Director<br />

Fletcher Tilton<br />

Gerald (Lee) Gaudette III, Chair-Elect<br />

President<br />

Gaudette Insurance Agency, Inc.<br />

Thomas J. Bartholomew, Treasurer<br />

President<br />

Bartholomew & Company, Inc.<br />

Ellen S. Dunlap, Clerk<br />

President<br />

American Antiquarian Society<br />

Robert S. Adler<br />

Managing Partner<br />

Seder & Chandler<br />

Brian M. Chandley<br />

Vice President<br />

Southbridge Savings Bank<br />

Gerald M. Gates<br />

President & CEO<br />

Stop Loss Insurance Services<br />

Dennis F. Gorman<br />

Director<br />

Fletcher Tilton<br />

Board of Directors & Staff<br />

Mónica Escobar Lowell<br />

Vice President<br />

UMass Memorial Health Care<br />

Ann K. Molloy<br />

Partner<br />

Mountain, Dearborn & Whiting LLP<br />

Frederic H. Mulligan<br />

Chairman<br />

Cutler Associates, Inc.<br />

Mary C. Ritter<br />

Vice President<br />

Fallon <strong>Community</strong> Health Plan<br />

Scott Rossiter<br />

Chairman<br />

Lampin Corporation<br />

Carolyn J. Stempler<br />

<strong>Community</strong> Volunteer<br />

Joseph N. Stolberg<br />

Managing Partner<br />

Stolberg, Ebbeling & Blanchette, LLP<br />

George W. Tetler III<br />

Partner<br />

Bowditch & Dewey<br />

Carlton A. Watson<br />

President<br />

Henry Lee Willis <strong>Community</strong> Center<br />

Charles (Chick) S. Weiss<br />

Associate Professor<br />

College of the Holy Cross<br />

<strong>2011</strong> STAFF<br />

Ann T. Lisi<br />

President & CEO<br />

Diane S. Allain<br />

Accounting Officer<br />

Pamela B. Kane<br />

Senior Program Officer<br />

Pamela Keogh CPA<br />

Director of Finance & Administration<br />

Christine R. Louis<br />

Director of Donor Relations<br />

Faith Proctor<br />

Senior Accounting Officer<br />

Gail T. Randall<br />

Special Projects Officer<br />

Joanne M. Reegan<br />

Human Resources & Office Manager<br />

Lois A. Smith<br />

Senior Program Officer<br />

Kelly A. Stimson<br />

Director of Donor Services &<br />

Communications<br />

Jasmine Vasquez-Okutoro<br />

Administrative Assistant<br />

Jacqueline L. Williams<br />

Office Assistant<br />

Contact us at 508.755.0980<br />

32<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


Ways to Give<br />

Many options are available to those who contribute to <strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong>.<br />

CREATE A NAMED FUND<br />

With a gift of $10,000 or more, you can establish a named<br />

fund to create your personal legacy. Your fund may be donor<br />

advised, scholarship, designated, discretionary, or field of<br />

interest. A Named Fund is a permanent and powerful way<br />

of giving. Your intentions are honored in perpetuity. Your<br />

money enters a well-managed endowment that preserves<br />

capital during tough times and extends the value and reach of<br />

your giving. And because we are a public charity, you receive<br />

the maximum tax benefits allowed by law.<br />

ADD TO AN EXISTING FUND<br />

Support a cause, honor a loved one, or express your values by<br />

giving to any of our existing funds. Gifts of any amount are<br />

accepted at any time.<br />

OR MAKE A PLANNED GIFT<br />

You can make a gift to the community that provides income<br />

and tax benefits now, and supports your philanthropic goals<br />

after your lifetime. Name the <strong>Foundation</strong> in your will or as<br />

the beneficiary of retirement assets, transfer a life insurance<br />

policy, contribute real estate as a future gift while using<br />

the property throughout your lifetime, or setting up a gift<br />

annuity or charitable remainder trust.<br />

YCI (Youth for <strong>Community</strong> Improvement) develops the<br />

philanthropic and leadership skills of high school students from<br />

diverse backgrounds by providing the opportunity to award<br />

community grants together. YCI members of the <strong>2011</strong> program-<br />

Angel Winston, Eryl MacConnell, Maggie Smith, Pam Kane (Staff)<br />

and Shaina Lo-gathered at the <strong>Foundation</strong>’s annual meeting.<br />

<strong>2011</strong> <strong>Annual</strong> <strong>Report</strong> Production Credits<br />

For More on<br />

Ways To Give<br />

Visit<br />

greaterworcester.org<br />

Click on “Donors”<br />

Production Manager: Kelly A. Stimson<br />

Writer: Susan Saccoccia<br />

Graphics: Atomic Design, Rob Zeleniak, Ingrid Mach and Linda Chadwick<br />

Printer: AM Lithography Corporation<br />

Photography: Tammy Woodard unless otherwise indicated<br />

P 4: Norma and Saul Feingold, Photography by Dan Vaillancourt<br />

All other New Funds photos supplied by fund donors<br />

P 6: Harry and Jane Dewey, Photography by Patrick O’Connor<br />

Courtesy of the <strong>Worcester</strong> Art Museum<br />

P 8: Courtesy of the Katter family<br />

Courtesy of Laurie Kuczka<br />

P 9: Courtesy of Easter Seals Massachusetts<br />

P 10: Courtesy of the Tinsley family<br />

P 11: Courtesy of the Magee family, Courtesy of UMass Amherst<br />

P 12: <strong>Foundation</strong> photo archives, Grass Hill School, Courtesy of Edd Cote<br />

P 13: Courtesy of Killingly Villager<br />

P 14: <strong>Foundation</strong> photo archives, Courtesy of Old Sturbridge Village<br />

P 15: Courtesy of Youth Opportunities Upheld, Inc.<br />

Courtesy of Blackstone Valley Chamber of Commerce<br />

Education <strong>Foundation</strong><br />

P 25: Courtesy of EcoTarium<br />

Inside Back Cover: Photography by Dan Vaillancourt<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong> I <strong>2011</strong> ANNUAL REPORT


<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong><br />

370 Main Street, Suite 650<br />

<strong>Worcester</strong>, Massachusetts 01608.1738<br />

www.greaterworcester.org<br />

Nonprofit Org.<br />

U.S. Postage<br />

PAID<br />

<strong>Worcester</strong>, MA<br />

Permit No. 703<br />

CHANGE SERVICE REQUESTED<br />

Traveling Together<br />

Our Journey Of Giving<br />

Our Mission<br />

To enhance our community, now and in the future, through philanthropic leadership.<br />

Our Values<br />

We appreciate and trust the people of our community to work together to solve problems,<br />

build prosperity, and bring vitality to the lives of others.<br />

Our community is a unified body of individuals from a rich array of backgrounds<br />

who contribute in unique ways.<br />

We are a professional, compassionate steward of our donors’ gifts, which have been<br />

permanently entrusted to us for the purpose of improving lives and conditions.<br />

<strong>Greater</strong> <strong>Worcester</strong> <strong>Community</strong> <strong>Foundation</strong><br />

370 Main Street . Suite 650 . <strong>Worcester</strong> . Massachusetts 01608.1738<br />

508.755.0980 www.greaterworcester.org<br />

Confirmed in Compliance with National Standards for U.S. <strong>Community</strong> <strong>Foundation</strong>s

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