2011 Annual Report - Greater Worcester Community Foundation
2011 Annual Report - Greater Worcester Community Foundation
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