2007 Annual Report - Greater Worcester Community Foundation

More documents

Recommendations

Info

Invitation to the Acorn Society Acorn Society Members Anonymous (2) John Adam Jr. Isabel K. Arms Brian L. and Betty G. Bjurling Cushing C. Bozenhard Douglas P. Butler Kenneth and Nancy Candito Jeanne Y. Curtis Elizabeth O. Dean Francis H. Dewey III Henry B. and Jane K. Dewey Ross K. and Lisa F. Dik Richard and Carol Dymek Elmer E. Ellison Jr. * Dennis F. Gorman David R. and Rosalie A. Grenon Claire L. Halvey Harriet P. Miller Hight * Forrest A. and Shirley H. Jacobs Frances and M Howard Jacobson Patricia L. and Kenneth R. Jones David P. Leach and Audrey Klein-Leach Catherine H. and Peter H. Levine MD Margaret D. Lincoln Ann T. Lisi John W. Lund Barbara B. and Raymond E. Morin John M. Nelson Sarah D. Pettit Bonnie M. Prescott Gloria and John A. Rauth Susan and C. Reid Roberts MD Linda Carlson Romano Evelyn B. Silver David C. Steelman and Virginia Theo-Steelman Helen M. Stinson Cynthia C. and Harrison G. Taylor Jr. Sumner B. Tilton Jr. Irving N. Wolfson MD David K. Woodbury Kimball R. and Elizabeth Woodbury New Members Edward W. Bettke Mark P. Bilotta and Henry O. Ritter Maurice J. and Pamela K. Boisvert James S. Demetry Dina R. and Gerald (Lee) Gaudette III Richard Hedin Paul and Fay Rossley Sally S. Schenck * Deceased 2008 Acorn Society members include Paul and Fay Rossley (left) and Tony Tilton, a former Foundation president. We invite you to join the ever-growing roster of Acorn Society members. Becoming a member is simple: Just let us know that you have named the Foundation as a beneficiary of your estate. Your deferred gift can be a portion of your estate—as little as one percent of its total value. Or with a donation of $10,000 or more, you can establish a named fund. While helping to secure the future of the Foundation, your planned gift may provide you with significant tax advantages. And as a Society member, you will be invited to special events, including our annual meeting, investment breakfast, and Insights Tours, which bring donors and service providers together to explore issues critical to Greater Worcester. We are deeply grateful to every member of the Acorn Society, including those who prefer to remain anonymous. Your legacy strengthens your Foundation—and your community. Find out more by contacting Ann T. Lisi, Executive Director, at (508) 755-0980 or atlisi@greaterworcester.org. Y Your legacy strengthens your Foundation— and your community. 40 Greater Worcester Community Foundation • 07 ANNUAL REPORT
Named Funds Discretionary, Field of Interest and Committee Advised Funds Since 1975, generous individuals, families and organizations have used the Foundation to manage their charitable giving through a named fund. Established with a gift of $10,000 or more, these funds produce income for grant making that supports organizations and purposes defined by the donor. Fund types: • Discretionary, field of interest and committee advised funds support the changing needs of the community • Donor advised funds allow donors to make grant recommendations • Designated and agency funds support a particular organization • Scholarship funds provide tuition assistance to students The following list notes the year that each fund was created and its balance as of December 31, 2007. Some balances have been omitted at donor request. Sarah B. and Dix F. Davis Fund (2002) $15,711 Eliza D. and Cora J.D. Dodge Fund (1985) $7,037,360 Ruth H. and Warren A. Ellsworth Fund (1983) $127,189 EMC Community Fund (2000) $46,335 Fairlawn Foundation Fund (1991) $10,628,370 Fallon/OrNda Community Health Fund (1996) $5,735,732 Andrew N. Ahlfors and Helmi E. Ahlfors Fund (2002) $302,819 Lois Anne Memorial Fund (1993) $39,422 Clarence S. Arms Family Fund (1986) $15,776 Fund for the Arts and Humanities (1993) $362,174 The Auburn Foundation (2002) Nils Bjork Memorial Fund (1992) $43,219 Robert W. Booth Fund in Memory of George F. Booth (1988) $9,692,529 Olive I. and Anthony A. Borgatti Jr. Fund (1987) $209,548 Bowditch & Dewey Fund (1989) $218,691 Robert S. and Helen A. Bowditch Fund (1990) $72,988 Cancer Care and Research Fund (1991) $21,208 John Carter “High Five” Youth Hockey Fund (1996) $16,001 Central Massachusetts Health Standards Fund (1990) $162,200 Children’s Christmas Fund (1991) $19,148 Child Wellness Fund (2001) $12,381 Elva E. and John J. Chisholm Fund (1989) $6,530,182 Barbara E. and William E. Christensen Fund (1998) $65,803 Community Ministries Fund (2006) $26,115 Dr. Harold M. Constantian Fund (1997) $14,850 Fairman C. Cowan Fund (1995) $62,344 Lorraine Crepeau Fund (2006) $961,322 Robert and Mary S. Cushman Fund (1978) $430,061 Richard C. Daniels Fund (2001) $780,953 Anna S. and Warren G. Davis Fund (1998) $16,373 Jean B. and Gilbert S. Davis Fund (1994) $38,963 Rosemary Davis Environmental Preservation Fund (2001) $62,849 Charles H. Farnum Fund (2003) $1,448,594 Marion Stoddard Fletcher Fund (1992) $1,707,364 Founders Fund (1983) $506,987 Samuel Frank Charitable Fund (1993) $428,811 Esther and Howard G. Freeman Fund (1984) $71,356 Friends of Learning in Killingly Fund (1998) $91,025 Garfield Berry Fund (1998) $11,636 Ragnhild L. Gersdorf Fund (1994) $60,613 GLBT Partnership Fund (2005) $185,176 Haskell and Ina Gordon Fund (1980) $26,165 Nathan and Barbara Greenberg Fund (1982) $281,581 Mary B. Grogan Fund for Youth (2001) $70,555 Margery M. and O. Vincent Gustafson Fund (1980) $87,160 Greater Worcester Community Foundation • 07 ANNUAL REPORT 41
Page 1: ANNUAL REPORT Our Vision Transforms
Page 4 and 5: Letter to the Community B y comming
Page 6 and 7: Protect 4 Greater Worcester Communi
Page 8 and 9: Maureen Hendrickson Memorial Schola
Page 10 and 11: Heal 8 Greater Worcester Community
Page 12 and 13: Barbara Allen Booth Fund Making his
Page 14 and 15: Preserve 12 Greater Worcester Commu
Page 16 and 17: John W. Lund Fund Community Service
Page 18 and 19: Grantmaking The Foundation makes gr
Page 20 and 21: Grants Blackstone Valley Boys & Gir
Page 22 and 23: Grants First Unitarian Church Holli
Page 24 and 25: Grants Leicester Council on Aging L
Page 26 and 27: Grants Phillips Academy - Andover J
Page 28 and 29: Grants U U.S. English Foundation Bo
Page 30 and 31: Grants Worcester East Side Communit
Page 32 and 33: Contributors In 2007, the Foundatio
Page 34 and 35: Contributors Jeremiah and Elizabeth
Page 36 and 37: Contributors Mr. and Mrs. R. Emerso
Page 38 and 39: Contributors Terrie J. Hanna Carol
Page 40 and 41: New Funds A gallery of creative giv
Page 44 and 45: Named Funds Discretionary, Field of
Page 46 and 47: Newell and Betty Hale Fund (2001) $
Page 48 and 49: Named Funds Designated Funds Louise
Page 50 and 51: The Foundation’s endowed scholars
Page 52 and 53: Andrew Sala Memorial Scholarship Fu
Page 54 and 55: Committees Scholarship Selection Vo
Page 56 and 57: Financials Statements of Financial
Page 58 and 59: Board of Directors and Staff BOARD
Page 60: Our Mission To enhance our communit

2007 Annual Report - Greater Worcester Community Foundation

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?