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Greater Worcester Community Foundation ANNUAL REPORT 2010

THE ART OF GIVING By The Numbers 2010 10 Year Record

Total Assets $120,950,125 Contributions to new & existing funds $3,476,981 Contributions Received Investment returns 11.6% Grants and scholarships awarded $4,470,011 Number of grantee organizations 485 Number of new funds 26 Total named funds 451

Approved Grants by Broad Category Total Awards $4,470,011

Arts $795,723

Health & Human Services $1,814,566 Community Development $353,147 Grants & Scholarships Approved

Education Environment $1,400,287 $106,288

Contributions Number Number of gifts 1055 Number of donors 824 Largest gift $800,000 Smallest gift $2 Total Gifts $3,476,981 Total Assets

Annual Report Index

Letter to Our Community 1 2010 in Review 2 The Art of a Community Foundation 3 Donor Profiles 4 Acorn Society 9 New Funds Created in 2010 10 Named Funds 12 Contributors 18 Grantmaking 21 Grants 22 Scholarships 30 Financials 32 Committees 34 Corporators 35 By the Numbers 2010 Board of Directors and Staff 36 As of 12/31/2010 Ways to Give Inside cover Letter to Our Community

Dear Friends,

Your giving through the Foundation is a creative act, a way to transform what you find into something better and richer than before.

Each of our donor’s funds enhances some facet of the community. You work with us to make a mark. Your community is better because of your gift; and the Foundation is stronger because of your participation. The Foundation is all the more creative and powerful in its giving because of the variety of its donors’ perspectives.

Your Foundation is evolving to better serve you and the community by increasingly aligning its resources around grant-making priorities. We’ll step up our impact, and take some measured but bold risks. The Foundation is so broad in reach, so trusted and so permanent, that such pulling together is a natural step forward for us.

In 2010, contributions were up, new funds were up and more donors than ever joined us in learning about needs in our region that demand creative and powerful giving. You share our eagerness to make even more of an impact.

One of our region’s priorities is to prepare a workforce that will attract and sustain employers in the coming years. With Ann Lisi and Joe Salois guide Foundation activities that nearly one quarter of our residents less than 18 years of age, support nonprofit organizations throughout Central our population is among the youngest in the state. .

Looking ahead to new sources of prosperity in our region, in his giving. His legacy includes the Foundation’s annual long known for innovations in manufacturing, health care, Renaissance Award, which he established and endowed to and education, we held a series of donor education programs nurture nonprofit leadership in perpetuity. “By creating a that examined what it will take to prepare future workers— fund, you can carry on your own way of bettering the world,” from investing in early childhood education to science and said Jack. technology initiatives that complement our already strong focus on health care job creation. We honor Jack and each of our donors by building on the rich legacy of our founders. Among the close friends we lost in 2010 is Jack Lund, a Foundation founder. Jack personified creativity in his life and Sincerely,

On the cover: In Da Zone, the award-winning hip-hop troupe of the Boys & Girls Club of Worcester, awed the audience with Ann T. Lisi R. Joseph Salois their performance at the Foundation’s Celebration of Arts President and CEO Chairman and Community, held in February in Worcester’s historic Hanover Theatre. The performers from left to right are, Desiree Benoit, Grecia Familia and Tatiana Buchannan.

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 1 2010 In Review

Growth resumes to pre-recession levels

Stewardship Grantmaking • Increased endowment portfolio by 11% over 2009 by • Distributed in excess of $4.4 million, including $550,000 rebalancing the portfolio in scholarships, directing most grants to youth and family • Gained contributions totaling $3.4 million, the highest services, including affordable housing as well as arts and since the economic downturn began in 2008 college success programs • Served private foundations including the new $800,000 • Nurtured teen grantmakers through Youth for Community George I. Community Education Fund to advance Improvement, whose 16 members distributed $15,000 to local programs from early childhood to adult learning programs serving children, from urban farming to homework help. Over 12 years, YCI grants have totaled Donor services more than $200,000 • Hosted a donor education breakfast that examined • Served as fiscal agent for the Worcester Tree Initiative, the impact of early childhood education on economic a citizen effort to reforest Worcester and surrounding development in Central Massachusetts communities • Held a donor Insight event featuring WPI President Dennis • Completed a two-year, $250,000 grantmaking program, Berkey, who spoke on Science, Technology, Engineering, the first to focus on the welfare of the region’s gay, lesbian, and Math (STEM) education and job initiatives bisexual and transgender residents, and held a fundraiser • Conducted a Foundation Forum to promote the event for an endowed fund to continue such grants Massachusetts Cultural Data Project, which requires in perpetuity culture and arts grantees to provide data that quantifies • Established a leadership task force to recommend their impact grantmaking priorities and strategies to support high- • Hosted a donor education event on homeless women at performing nonprofits Worcester Technical High School with guest speaker Dr. Linda Weinreb of UMass Medical School Nonprofit Support Center • Surveyed nonprofit leaders and conducted best practice sessions responsive to their priorities, including fundraising, evaluation, working with a board, and compensation Photo above: Foundation grants to Quinsigamond • Launched a program that combined mentoring with peer- Community College enable Worcester high school students to learn robotics. to-peer workshops

2 GreaterGreater Worcester Worcester Community Community Foundation Foundation • • 07 2010 ANNUAL ANNUAL REPORT REPORT The Art of a Community Foundation

Putting dreams and gifts to work

When the Worcester-based George I. Alden Trust decided to expand its grantmaking priorities to encompass education from early childhood through adulthood, its trustees turned to the Foundation, confident in our community knowledge and ability to spring into action on their behalf. Within months, their investment became an active grantmaking resource.

At the same time, the new George I. Alden Community Education Fund became part of the Foundation’s $116 million endowment, which pools together all of our individual donors’ funds and gifts. The Foundation protects and grows this community asset through prudent investments that enlarge the capacity of each fund and the Foundation as a whole to do good—now and in perpetuity.

Each donor enriches and mines these assets in a different way.

Run by the people, for the people, the Foundation is unique as a citizen-run model of philanthropy dedicated to enhancing the community as a whole, now and in the future, rather than just one sector or cause.

The Foundation remains faithful to the vision of its founders, whose experiment in a distinctly neighborly and self-reliant model of philanthropy took hold and spread deep roots. Worcester Tree Initiative brings trees to schools, parks and city streets. Trusted for its transparency and efficiency and valued for its wisdom and longevity, the Foundation is unique in its capacity to unite people from diverse sectors in influencing In the five stories that follow, you’ll see this art of giving and effecting positive change within the region. at work in all its variety and generosity. A woman with a fondness for dogs funds canine assistance for deaf and The Foundation’s reach and power are rooted in its personal physically disabled people. Two retired professors continue relationships with each donor. We stand by our donors long their life’s work—to promote quality and affordable after they are gone and ensure that their wishes are fulfilled education that prepares nurses for leadership roles. A in perpetuity. financial advisor honors the high school teacher who influenced his life and career success. Long after their This loyalty to our donors’ intentions is embedded in our passing, a couple ensures that high quality health care governing bylaws and embodied in our dedicated staff. Every remains near their town. And a son pays tribute to his late day, our staff guides families and individuals as they make mother by contributing to causes she cherished in her beloved some of their most intimate decisions about their legacy hometown, Worcester. and their deepest values to craft funds that fulfill their philanthropic and financial goals.

Donors entrust us with their dreams and gifts—and leave the details to us. Even those who take an active hand in grantmaking through donor advised funds find the Foundation’s guidance of value.

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 3 Max H. Kuhner and Eloise A. Kuhner Fund

Longtime Oakham residents keep health care close to home

In the early ‘50s, Max and Eloise Kuhner built a rustic, chalet- like house on former farmland in Oakham. They filled their home with displays of coins, arrowheads and keepsakes from their travels as well as Eloise’s vast assortment of teddy bears.

Max was an engineer; but at home, he became a craftsman. If he had to cut down a tree, he turned it into stools, benches and coffee tables. A genial, community minded man, Max established a trust to ensure the future of the local Holden Hospital, a cherished resource to families throughout the Wachusett region.

Eloise shared her husband’s support for local health care and volunteered at the Barre Family Health Center. “Eloise was a kind and generous individual,” says Stephen T. Earls MD, the center’s medical director, “and a charming lady. She made bears out of any material—towels, old mink coats. Children were drawn to her.”

Whimsical with teddy bears, Eloise was clear-eyed about securing Max’s legacy. In 1990, seven years after his death, the Holden Hospital closed, and to fulfill his desire to keep health care nearby, she had her attorney transfer his bequest to the Foundation.

When Eloise Kuhner donated $7,000 to the Oakham Rescue Eloise died in 2005, and according to her wishes, the Squad for a defibrillator, the grateful team gave her two Foundation used her charitable remainder trust to create teddy bears clad in clinical garb. two funds. The Max H. Kuhner and Eloise A. Kuhner Fund supports local programs serving children and provides scholarships to Oakham residents pursuing careers in medicine or nursing.

The Barre Family Health Center has been serving The rimaryp beneficiary of the Max H. and Eloise A. Kuhner Oakham and its neighboring towns since 1973. Memorial Fund is the Barre Family Health Center, now part of UMass Memorial Medical Center. “We are deeply appreciative of the Kuhners’ generosity,” says Dr. Earls.

Thanks to Max and Eloise, residents of Oakham and its neighboring towns obtain excellent health care close to home.

Eloise was a kind and generous individual. She made bears out of any material . . . Children were drawn to her. Stephen T. Earls MD

4 GreaterGreater Worcester Worcester Community Community Foundation Foundation • • 07 2010 ANNUAL ANNUAL REPORT REPORT The Katharine Higgins Riley Fund

A woman’s love of animals brings independence to others

Twenty years ago, a lady in golf attire knocked on the door of National Education for Assistance Dog Services (NEADS). Fond of animals, she was curious about the many dogs on the property. The staff showed her around. Captivated, she created a fund to support the nonprofit, which provides independence to deaf and physically disabled people through the use of canine assistance.

It was love at first sight for both the visitor and the staff, who learned later that their new friend was Rosamond (Roz) Riley Bennett, a granddaughter of Worcester industrialist Milton Prince Higgins and, like her mother, Katharine Higgins Riley, a vigorous philanthropist.

On the board of NEADS until her death in 2007, Roz faithfully attended every event, arriving with her dog, her knitting, and a sack to recycle the evening’s plastic utensils.

Her grants help fund the development of service dogs for Greater Worcester residents such as Teddy, who has muscular dystrophy. As a child, he was the agency’s first client. Now a college graduate, he recently returned for his second dog.

NEADS obtains many hearing dogs from shelters. Breeders donate its full-service dogs, when they are puppies. NEADS matches each client with a particular dog and engages prison Sue and Chris enjoy their constant companions, service inmates in their training, an intensive 12-month process. dogs from NEADS.

The ingenuity of using dogs to help people enjoy productive lives appealed to Roz, who had a passion for animals. Although she was frugal, she traveled the world to see wildlife, from polar bears in Antarctica to gorillas in Rwanda. Since 1991, the fund has been helping NEADS “Mom instilled in us her love of animals,” says Rebecca develop service dogs that change people’s lives. Crocker, one of Roz’s five children. “Through the Foundation, she contributes to what she loves in perpetuity.”

Mom instilled in us her love of animals. Through the Foundation, she contributes to what she loves in perpetuity. Rebecca Crocker

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 5 The Frances M. Herron Fund

A son honors a mother’s devotion to her home town

As children, Frances M. (Dresser) Herron, her two sisters and brother lived in the Elm Street mansion built by their great-great-grandfather, Levi Lincoln Jr., a governor of Massachusetts and the first mayor of Worcester.

When Frannie married architect John Herron, her home became the modernist, glass-walled aerie he designed on Salisbury Street. The couple raised their four children in that house. But in the early ‘70s, they were drawn to the character and neighborliness of the city’s old Crown Hill section.

They moved into a house at 15 Oxford Street, renovating it and de-electrifying its chandeliers. “Their parties had a magical atmosphere,” recalls their eldest son, Jock.

A descendant of other early Worcester families, including the Tory Chandlers and Paines, Frannie wrote and lectured on Worcester history and joined many community organizations. A president of the Worcester Garden Club and the Edward Street Day Care Center, she was the first female moderator of the First Unitarian Church and among the first volunteers at Planned Parenthood. Equally ardent in civic life, John helped found Preservation Worcester. Frances M. Herron actively participated in many groups that benefited Worcester and lectured on Worcester history. In 1997, two years after his mother died, Jock started a donor advised fund in her honor. “The Foundation is ideal for this purpose,” says Jock. “It strengthens the entire community, not just one institution. My mother was close to many groups and had great affection for the city as a whole. This fund connects us with organizations, people and causes she cared about.” Like the John and Frannie Herron Park, a

beguiling pocket park around the corner from Grantees include the American Antiquarian Society, School, Broad Meadow Brook Wildlife Sanctuary, and the their home on Oxford Street, the Fund is a Greater Worcester Land Trust. living memorial. Jock enjoys his role as fund advisor. “In time, our son Levi may become involved,” says Jock. “I’ve lived in many different places. But to me, Worcester is home.”

The Foundation is ideal for this purpose. It strengthens the entire community, not just one institution. Jock Herron

6 GreaterGreater Worcester Worcester Community Community Foundation Foundation • • 07 2010 ANNUAL ANNUAL REPORT REPORT Lillian R. Goodman and Mary K. Fund

Two leaders in nursing education continue their life’s work

Two pioneering educators from the University of Massachusetts Worcester Graduate School of Nursing— Lillian R. Goodman EdD, dean emeritus and professor emeritus, and her partner in work and life, Mary K. Alexander EdD, professor emeritus and former associate dean—created this donor advised fund. Its goal is to continue their life’s work: to promote high quality and affordable education that prepares nurses for leadership as clinicians, teachers and researchers.

Both professors spent 35 years moving Massachusetts into the vanguard of nursing education. At Worcester State University, they were among the founders of New England’s first nationally accredited baccalaureate program for registered nurses. In 1991, Dr. Alexander was invited to join the faculty of UMass Worcester as full professor and Dr. Goodman became the second dean of the UMass Worcester Graduate School of Nursing. They worked closely with UMass Amherst School of Nursing administration and faculty in establishing the state’s first doctoral program in nursing.

Their fund provides the nursing programs at Worcester State University and UMass Worcester with annual grants of Mary K. Alexander EdD, and Lillian R. Goodman EdD, $1,000 toward scholarships or innovative programs. “What continue to advance quality public-sector nursing these two public-sector institutions are doing in nursing education through their fund. education is exemplary,” says Dr. Goodman. “All their graduates pass state board exams the first time. They get good jobs and graduate schools want them.”

Dr. Alexander regards the Foundation as a force magnifier. “Its investment productivity builds our fund,” she says, “and Investing in exemplary nursing education its commitment to developing health care resources attracts like-minded donors.” programs at Worcester State University and UMass Worcester. “I hope to live long enough to see the role of nurses in advancing health care recognized as second to none,” says Dr. Goodman. “Our fund will contribute to this goal forever.”

Its investment productivity builds our fund, its commitment to developing health care resources attracts like-minded donors. Mary K. Alexander

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 7 The Edward Carien Scholarship Fund

An endowed scholarship is a tribute to a revered teacher

Terrence M. McMahon, a wealth advisor to high net worth individuals, created this scholarship to honor Edward Carien, his accounting teacher at Doherty High School. After graduating in 1989, Terrence took Mr. Carien’s advice and majored in accounting at Bentley College.

“Without his encouragement and inspired teaching,” says Terrence, “I would never have chosen accounting as my major. Mr. Carien taught a subject that could be difficult and boring and made it fun.

“Accounting has opened doors for me,” Terrence continued. “It’s been the foundation of a very rewarding career.”

But in high school, Terrence was something of a class clown as well as an A student in Mr. Carien’s classes, which he took for two years. More than once, says Terrence, “Mr. Carien threw me out of his class. He demanded respect. But if I didn’t get a concept, I could come in after school and get help. He let me be who I was. He was fair and he was challenging—which was a great combination for me.

“Our classes were interactive and free flowing,” adds Terrence. “He let us learn in our own way, which prepared us well for college.”

“Mr. Carien was fair and he was challenging, which was a Grateful for his loving family and satisfying career, Terrence great combination for me,” says Terrence M. McMahon, says, “The people I feel most thankful to are my parents and with his daughters Aislinn (left) and Kiley. Mr. Carien.”

He took his idea for a scholarship to Doherty High School, At Doherty High School, accounting teacher where he learned of the Foundation. “I called and within 24 hours, set up my fund,” says Terrence. “The staff answered Edward M. Carien (1916 – 2004) prepared his each and every question and gave me peace of mind. Now, I’m students for success in work and life. talking to my parents about creating a fund in their honor.”

I called and within 24 hours, set up my fund. The staff answered each and every question and gave me peace of mind. Terrence M. McMahon

8 GreaterGreater Worcester Worcester Community Community Foundation Foundation • • 07 2010 ANNUAL ANNUAL REPORT REPORT Acorn Society

The Acorn Society recognizes those who have made plans to leave a gift to the Foundation after death. To join, simply let us know that your plans include Greater Worcester Community Foundation.

Lois B. Green, 1930-2010 Acorn Society Member, pictured here at the Foundation’s 2009 annual meeting Lois Green was a shining star in our community. Her involvement spanned 50 years in a range of capacities, including bank director, foundation and university trustee, nonprofit executive, board consultant, and co- founder of high impact projects for women’s philanthropy and end-of-life care. Among her legacies, Lois created a planned gift that resulted in the Foundation’s Lois B. and Robert F. Green Fund, which fosters the education of undergraduates, and the United Way created the Women’s Initiative Fund in Honor of Lois B. Green, also at the Foundation. We honor Lois Green’s many contributions and will always treasure her friendship.

ACORN SOCIETY MEMBERS Anonymous (7) Warner S. Fletcher Frederic and Victoria Mulligan Robert S. Adler Dina R. and Gerald (Lee) Gaudette III John and Linda Nelson Isabel K. Arms Rodney M. Glasgow Jr. Vincent J. Osterman Edward W. Bettke Dennis F. and Frances C. Gorman Sarah D. Pettit Mark P. Bilotta and Henry O. Ritter Susanne E. Gray and Ernest J. Osterman Bonnie M. Prescott Brian L. and Betty G. Bjurling Lois B. Green * John A. and Gloria W. Rauth Maurice J. and Pamela K. Boisvert David R. and Rosalie A. Grenon Mary C. and William J. Ritter Cushing C. Bozenhard Claire L. Halvey Susan and C. Reid Roberts MD Douglas P. Butler Richard E. Hedin Linda Carlson Romano and J. Romano Kenneth F. and Nancy Candito Nason A. Hurowitz and Martha P. Grace Scott and Lois Rossiter Richard P. Coonan Sona Husisian Paul and Fay Rossley Jeanne Y. Curtis Forrest A. and Shirley H. Jacobs Sally S. Schenck Dix F. and Sarah B. Davis Frances and M Howard Jacobson Evelyn B. Silver Elizabeth O. Dean Patricia L. and Kenneth R. Jones Alison D. and Laurence J. Specter James S. Demetry David P. Leach and Audrey Klein-Leach David C. Steelman and Virginia Theo-Steelman Francis H. Dewey III * Catherine H. Levine Cynthia C. and Harrison G.* Taylor Henry B. and Jane K. Dewey Margaret D. Lincoln Sumner B. Tilton Jr. Robert E. Dik Ann T. Lisi Irving N. Wolfson MD Ross K. and Lisa F. Dik Mόnica Escobar Lowell David K. Woodbury Richard and Carol Dymek John W. Lund * Kimball R. and Elizabeth* Woodbury Barbara M. Fitts Barbara B. and Raymond E. Morin *Deceased in 2010 Greater Worcester Community Foundation • 2010 ANNUAL REPORT 9 New Funds Created in 2010

A GENCY FundS Pearle L. Crawford Memorial Library Peter H. Levine Fund Endowment Fund Peter H. Levine MD (1938-2009), former In 2010, almost 110 years after the original president and CEO of UMass Memorial library was built, the Town of Dudley opened Health Care, Inc. and chair of the the expanded Pearle L. Crawford Memorial Foundation, created this fund by bequest to Library and created this agency endowment support nursing services and new treatment fund in honor of Mrs. Crawford (1891- technologies at UMass Memorial’s Peter H. 1971), a long-serving library trustee who spearheaded the first Levine Cancer Center, named in his honor in 2001. expansion of the library four decades ago. Peter H. Levine and Catherine H. Levine Latin American Health Alliance of Fund for the First Unitarian Church Central Massachusetts Fund A second bequest by Dr. Levine provides annual support to the The Latin American Health Alliance formed First Unitarian Church of Worcester, where people are “united for in 2006 to eliminate health disparities in the the service of all.” Latino community. Its first program, the Hector Reyes House, is a residential substance The Lund Leadership Award abuse treatment program providing state-of-the-art medical and John W. Lund, a Foundation founder and intervention services and employment training. dynamic, visionary donor until his death Worcester County Poetry Association’s Stanley Kunitz Award in 2010 at age 90, established this endowed Stanley Kunitz, who at age 95 was named U.S. prize for the executive directors of the Greater poet laureate and died in 2006 in his 100th Worcester Community Foundation and year, was a great American poet and a son Massachusetts Easter Seals Society to benefit from of Worcester. His early years are the subject personal renewal. of several poems, including “My Mother’s Pears,” describing the tree planted in 1919 at John E. and Ethel E. Riley Outstanding his home on 4 Woodford Street. The award is Citizenship Award Fund given to nurture the literary arts. Created in 1976 in honor of John Riley, Auburn Town Clerk from 1922 to 1952, and Worcester County Poetry Association’s his wife, Ethel, who worked as his assistant Gregory Stockmal Fund for many years, this annual award recognizes Gregory and Carol Stockmal lived at 4 exemplary citizen service. Now endowed, the award will be made Woodford Street and welcomed everyone in perpetuity. to “Stanley’s House.” Greg’s tours were legendary. After his death in 2008, the Worcester Street Tree Fund Kunitz-Stockmal House Docent Program was developed to Attorney Dennis Gorman and friends continue his hospitable and informative tours. launched this endowment to help the City of Worcester purchase and plant street trees and Worcester Jewish Community Center Fund to encourage donations from other citizens The Worcester JCC welcomes people of all ages for this purpose. and backgrounds to classes, cultural events, health and fitness programs and volunteer DONOR ADVISED FUNDS opportunities. Its endowment is managed in The JoAnn Waite Bennett Memorial Fund part through this new agency fund. JoAnn Waite Bennett (1921-2007) worked for DESIGNATED FUNDS women’s rights, legal assistance for the poor, Breger Memorial Fund for fair treatment of the aged, and other causes BSA Troop One of Northborough from her home in Nashville, Tennessee. Her Founded in 1924, Boy Scout Troop One is family creates this fund to support youth dedicated to helping boys explore the world services and environmental programs in Athol, Massachusetts, and grow into responsible adults. Bruce Breger, Mrs. Bennett’s birthplace. a long-time leader, made this bequest to support his favorite troop. 10 GreaterGreater Worcester Worcester Community Community Foundation Foundation • • 07 2010 ANNUAL ANNUAL REPORT REPORT New Funds Created in 2010

SCHOLARSHIP FUNDS TheM etzger Family Fund The Edward Carien Scholarship Fund A donor advised fund to support the community. Terrence M. McMahon, Doherty High School ’89, created this scholarship for college-bound graduates in financial need to Salois Family Fund honor Edward Carien, his accounting teacher, whose inspired Joe Salois, Foundation chairman since 2010, teaching and guidance steered him into a rewarding financial and his wife, Joanne, created this donor services career. advised fund to support their community.

DISCRETIONARY & Marilyn M. and Russell J. Fox FIELD OF INTEREST FUNDS Scholarship Fund George I. Alden Education Fund Although Marilyn “Grandma” Fox longed The Alden Trustees endowed this fund to be a nurse, her education ended at high to support educational initiatives in the school. She worked as a dietary aid at City Worcester community with the leadership Hospital and Washburn House for 52 years. and guidance of the Foundation. Her husband Russell, who also worked at City Hospital, shared her esteem for nurses. Their bequest endows two nursing The Community Response Fund scholarships. The Foundation created this pass-through fund to accept grants for urgent community priorities identified by its program Marty Hastings Memorial officers. A 2010 donation from Wyman-Gordon Foundation will Scholarship Fund be awarded to programs that help disadvantaged children. Marty Hastings, Burncoat High School ‘76, was an outstanding athlete and tri-captain Frances S. and Francis H. Dewey III Fund of baseball, basketball, and football. After Francis H. “Chuck” Dewey III (1919- his untimely death at age 50, the Burncoat 2010) served his community as president Alumni Association created this scholarship of Mechanics Bank and chairman of the to remember Marty and give future Burncoat athletes greater George I. Alden Trust. His beloved wife of access to college. 55 years, Frances Smith Dewey, died in 2005. With this grant-making endowment, their generosity to their LWVO Memorial Scholarship Fund community will continue in perpetuity. The Lithuanian War Veterans Organization (LWVO) ran a clubhouse on Lake Quinsigamond for 50 years as a place for GLBT Partnership Endowment Fund political, social, and charitable events. When membership began Thanks to an outpouring of community to decrease and the clubhouse had to be sold, the LWVO created support, this endowment was launched this endowment to help students of Lithuanian heritage whose to foster safety and social justice for gay, families served in the U.S. Armed Forces. lesbian, bisexual, and transgender people. Daniel Stephen Lussier Lund Pioneer Fund Athletic Scholarship This endowment was established by a bequest from John W. Dan Lussier’s love of sports led him to a Lund to support innovative or risky solutions to social problems. career in athletic training. in East Brookfield and a graduate of Saint John’s The Practical Education Fund High School, Dan died unexpectedly at age Created by Junior Achievement of Central 35, just weeks before his wedding day. His parents and fiancé Massachusetts, this fund supports programs honor him with this endowment for the study of in the region that promote college and career sports medicine. readiness as well as financial literacy.

Isaac Southgate Fund for Leicester This fund is the transfer of a trust created 150 years ago through a bequest from Isaac Southgate of Leicester to “render assistance Each new fund is an inspired act that to those who are needy.” enriches the community.

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 11 Named Funds

Market Value by Fund Type (millions) Total market value $116.7 million

Scholarship Agency 11.3% 10.2%

Field of Interest 14.8% Committee Advised 24.7%

Donor Advised 14.7%

Designated 17.4%

Discretionary 23.6%

Ron Hadorn, executive director of the Boys & Girls Club of Worcester, receives the Foundation’s sixth annual Renaissance Award. Discretionary Funds Grants are made by the distribution committee to support community priorities.

As of December 31, 2010, generous Nils Bjork Memorial Fund (1992) Raymond P. Harold Discretionary Fund area residents had established Robert W. Booth Fund in Memory of (1982) 451 funds with gifts or pledges of George F. Booth (1988) Orville Harrold Fund (2006) $10,000 or more. Elva E. and John J. Chisholm Fund (1989) Bradley C. Higgins Fund (1982) Dr. Harold M. Constantian Fund (1997) Jeppson Memorial Fund (1976) The following is a list of Named Funds listed by fund type. Robert and Mary S. Cushman Fund (1978) Albert R. and Carolyn Jones Fund (1995) Richard C. Daniels Fund (2001) John F. and Rayna Keenan Fund (1994) Jean B. and Gilbert S. Davis Fund (1994) Nancy and Michael Leavitt Fund (1984) Frances S. and Francis H. Dewey III Fund Frances F. Mansfield Fund (1996) (2010) NEW Barbara S. Massey Fund (2000) Ruth H. and Warren A. Ellsworth Fund (1983) Marlene and David Persky Fund (1997) EMC Community Fund (2000) Ann J. and Richard Prouty Fund (1988) Charles H. Farnum Fund (2003) Melvin and Martha Rosenblatt Fund (1985) Marion Stoddard Fletcher Fund (1992) Seven Hills Youth Fund (1995) Founders Fund (1983) H. Arthur Smith Fund (1986) Samuel Frank Charitable Fund (1993) Spag’s Supply Fund (1986) Esther and Howard G. Freeman Fund (1984) Harry G. Stoddard Fund (1992) Garfield Berry Fund (1998) Estelle M. Sullivan Fund (2003) Ragnhild L. Gersdorf Fund (1994) Gilbert H. Sundberg Fund (1987) Haskell and Ina Gordon Fund (1980) D. Russell and Atsye S. Taft Fund (1992) Margaret A. and Ralph H. Gowetz Fund Mr. and Mrs. Robert H. Wetzel Fund (1983) (1990) Robert J. and Anne C. Whipple Fund (1997) Nathan and Barbara Greenberg Fund (1982) Worcester Executives Association – Margery M. and O. Vincent Gustafson Fund Dana DeAngelis McDonald Fund (2000) (1980)

12 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Named Funds

Field of Interest and Committee Advised Funds Focus on an area of interest, such as the environment, a town, youth development or health care.

Ruth and John Adam Fund (2000) Robert M. and Carolyn G. Hyde Fund (1998) John E. and Ethel E. Riley Outstanding Andrew N. Ahlfors and Helmi E. Ahlfors Jeppson Memorial Fund for Brookfield (1976) Citizenship Award Fund (2010) NEW Fund (2002) Jiji’s Fund (1999) Saint Vincent Healthcare Fund (1999) George I. Alden Education Fund (2010) NEW Bradford J. Kemp Fund (2008) Norman L. and Dorothy A. Sharfman Fund (2004) Lois Anne Memorial Fund (1993) Marian B. Kubelus and Marian Zell Nesbit Fund for the Arts and Humanities (1993) Memorial Fund (1984) Sumner Lee Sharfman Fund (1984) The Auburn Foundation (2002) Max H. Kuhner and Eloise A. Kuhner Fund Shepherd Knapp School Fund (1979) Olive I. and Anthony A. Borgatti Jr. Fund (2005) Alice C.A. Sibley Fund (2004) (1987) Leicester Savings Bank Fund (1997) Evelyn and Sumner Silver Fund (2007) Robert S. and Helen A. Fund (1990) Lund Pioneer Fund (2010) NEW Isaac Southgate Fund For Leicester (2010) Cancer Care and Research Fund (1991) Main South Fund (1999) NEW John Carter “High Five” Youth Hockey Fund Micah Housing Corporation Fund (1981) Joseph A. Tosoni Fund (2002) (1996) James J. and Patricia A. Moynihan Fund Corinne Charron Turner Fund (1986) Central Massachusetts Health Standards (2003) UniBank September 11th Emergency Fund (1990) Marc Needleman Memorial Fund (2000) Personnel Education Fund (2002) Child Wellness Fund (2001) Organization Assistance Fund (1996) Water and Land Stewardship Fund (2000) Children’s Christmas Fund (1991) Partnership Fund (1990) Curtis G. Watkins Education Fund (1995) Barbara E. and William E. Christensen Fund Christopher J. Paskell Memorial Fund (2004) Irving N. and Annabel Wolfson Fund (1998) (1998) Practical Education Fund (2010) NEW Worcester County Deputy Sheriffs Community Ministries Fund (2006) Association Fund (1999) Providence & Worcester Railroad Company The Community Response Fund (2010) NEW Fund (1991) Worcester Credit Bureau Fund (1992) Fairman C. Cowan Fund (1995) Quota International of Worcester Fund (1998) Youth for Community Improvement Endowment Fund (2001) Lorraine Crepeau Fund (2006) Renaissance Award Fund (2004) Anna S. and Warren G. Davis Fund (1998) Youth Opportunity Fund (1981) Rosemary Davis Environmental Preservation Fund (2001) Sarah B. and Dix F. Davis Fund (2002) Directors and Corporators Community Impact Fund (2007) Eliza D. and Cora J.D. Dodge Fund (1985) Fairlawn Foundation Fund (1991) Fallon/OrNda Community Health Fund (1996) Friends of Learning in Killingly Fund (1998) GLBT Endowment Fund (2010) NEW Mary B. Grogan Fund for Youth (2001) Greater Worcester Jaycees Fund (1997) Francis A. and Jacquelyn H. Harrington Human Services Fund (1992) Rosemary Marble Harris Fund (2001) Harriet Miller Hight Education Fund with the Association of Colored Peoples (1982) The Fairlawn Foundation and other funds support development of the health care workforce, a major driver of the region’s economy.

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 13 Named Funds

Donor Advised Funds Living donors and successors are allowed to recommend different grantees.

Argitis Family Fund (2004) Gordon Iver and Dorothy Brewer Erikson Celeste and Dave Lionett Donor Advised Isabel K. Arms Fund (2005) Fund (1996) Fund (2004) Elkanah B. Atkinson Community and Finnish American Social Club Fund (1998) Lisi-Greene Fund (2004) Education Fund (1986) Finnish Heritage Foundation Fund (1991) MacLean Family Fund (2004) Jane Bath Fund (2007) A. Jane Fitzpatrick MD and Edward F. Kilroy Marla Maykel Fund (2001) The JoAnn Waite Bennett Memorial Fund MD Fund (1998) Charles H. McDonald Memorial Foundation (2010) NEW Phyllis and Stuart Freilich Charitable (2005) Olive I. and Anthony A. Borgatti Jr. Fund Foundation Fund (1999) C. Jean and Myles McDonough Fund (1988) (1987) Judge and Mrs. William Garbose Fund (1998) The Metzger Family Fund (2010) NEW Bowditch & Dewey Fund (1989) Barbara H. Gaudette Fund (2007) Barrett and Mahroo Morgan Donor Advised Bozenhard Charitable Fund (2005) Lillian R. Goodman and Mary K. Alexander Fund (2008) The Douglas P. Butler Fund (1998) Fund for Nursing Education and Research James J. and Patricia A. Moynihan Donor (1999) George S. and Tammy Butler Fund (2007) Advised Fund (2003) Paul J. Gramling Memorial Scholarship Fund John M. Nelson Fund (1990) Marcia Butzel Fund (2001) for Compassionate Caregiving to People William R. and Janet A. Carrick Fund (1998) with Alzheimer’s (2007) Ernest Osterman Family Fund (2004) Wynne L. Chase Fund (1998) David R. and Rosalie A. Grenon Fund (1986) Pakachoag Church Fund for Human Understanding (1999) Maureen Logan Coghlin Fund (2001) Newell and Betty Hale Fund (2001) Arthur M. Pappas and Martha R. Pappas Herbert B. and Jayne Cohan Fund (2000) Raymond P. Harold Memorial Fund (1982) Donor Advised Foundation (2002) Paul E. Cohan Fund (2000) Harris Family Fund (2001) Pelletz Family Fund (2003) The Dr. James J. Convery and Tracy A. Craig The Hedin Family Memorial Emergency Town of Petersham Fund (1984) Fund (2009) Fund (2007) The Pyle Fund (1986) Hugh W. and Harriet K. Crawford Fund Frances M. Herron Fund (1997) Paul and Fay Rossley Fund (1995) (2004) Gertrude Alice Johnson Fund (2002) Salois Family Fund (2010) NEW Elizabeth A. Culhane Memorial Fund (2000) William and Maureen Kelleher Charitable Jeanne Remillard Curtis Fund (1999) Fund (2008) Donna R. C. and John E. Sansoucy Fund (2006) Rosemary Davis Memorial Fund (2000) W. David and Lee Norton Kelly Family Fund Charles E. Scott Community Fund (1997) Dana L. DeAngelis-McDonald Memorial (2002) Fund (2002) Kesseli and Morse Company Fund (1998) Charles E. Soule Paul Revere Insurance Group Centennial Fund (1995) Gene J. DeFeudis Fund (1991) Winifred Meany Killay and Matthew Meany Stonewall Fund (2008) Theodore and Marjorie M. Deitz Fund (1993) Memorial Fund (2003) Candi Tiarks Cancer Research Fund (1996) Martha L. and William P. Densmore Fund Kirby Foundation Fund (2007) (1999) Augusta H. Kressler MD Fund (2002) Margaret and Gordon Torgersen Fund (2000) Henry B. and Jane K. Dewey Fund (1994) George and Anna Krikorian Family Fund Traina Family Youth Development Fund (1999) Morgan B. and Loretta R. Dewey Fund (2001) (1994) Tree Fund (2000) Carolyn Knight Dik Fund (1998) Lionel M. and Cynthia E. Lamoureux Fund (2000) Trust in Kids Fund (1987) Ross and Lisa Dik Fund (1993) The LaVigne Family Fund (1992) Amos E. and Ann Laura Wasgatt Fund (1997) Barbara M. and Irving James Donahue Jr. Fund (1993) Anne A. Levine Fund (1995) Todd H. Wetzel Fund (1992) Lillian Knowles Eldred Fund of Pakachoag Peter H. and Catherine H. Levine Fund (2007) Whittier Family Charitable Gift Fund (2007) Church for the Support of Sacred Music Glenda and Arthur Wolpert Fund (1999) (1999)

14 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Named Funds

Designated Funds Awarded to a particular organization for perpetual support; if the beneficiary goes out of business, the Foundation identifies a similar organization.

Abby’s Empowerment Fund (2009) Greater Worcester Land Trust Fund (1988) Dr. Arthur and Dr. Martha Pappas Hollis E. and Gwendolyn D. Alden Fund Lois B. and Robert F. Green Fund (2001) Recreation Complex Fund (2009) (1977) Newell Hale Memorial Fund (2003) Sarah Daniels Pettit and William O. Pettit Jr. Fund (1996) Clarence S. Arms Family Fund (1986) Ginette Harrison MD Memorial Fund (2002) Elizabeth Trumbull Barton Fund (2004) Paul M. Pezzella Fund in Memory of Patsy Hendricks House Preservation Fund (1999) and Theresa Pezzella (1999) Edward W. Bettke Scholarship Fund (2007) Honee A. Hess Partnership with Children Pomfret Community School Arts Fund (2006) Barbara Allen Booth Fund (2001) Fund (1996) Lillian S. Pratt Fund (2007) Robert W. Booth Fund for the Worcester Robert G. and Eliza C. Hess Fund (1979) Historical Museum (2002) The John and Gloria Rauth Library Fund Holden Council on Aging/Senior Center (2001) Bosler Humane Society Fund (1986) Fund (2003) Arthur J. Remillard Jr. Fund (1993) Bruce Breger Memorial Fund for BSA Troop 1 Jeppson Memorial Fund (1976) Louise R. and John F. Reynders Fund (1987) of Northborough (2010) NEW Marcia R. Katter Memorial Fund (2001) Marvin Richmond Fund (1998) Dr. and Mrs. Edward Budnitz Fund (1995) Lawrence M. and Augusta L. Keeler Fund H. Paul and Sara B. Buckingham III Fund (1997) Chapin Riley Fund (2000) (2000) Paul J. and Dorothy B. Kervick Fund (1996) Katharine Higgins Riley Fund (1991) Polly C. and Joseph R. Carter Fund (1987) Peter J. and Sophie Kosky Fund (1988) Rogers-Kennedy Memorial Fund (2003) John P. Castagnetti Memorial Fund (2003) Max H. and Eloise A. Kuhner Memorial Fund Saul A. Seder Fund (1991) Central Massachusetts Disaster Relief (2005) H. Arthur Smith Fund (1986) Residue Trust Fund (1980) Peter H. Levine Fund (2010) NEW Khazma A. Soffan Memorial Fund (2000) Chesson Family Fund (1991) The Peter H. Levine and Catherine H. Levine Helen M. and Thomas B. Stinson Fund (2001) Charles P. Ciaffone and Rose B. Ciaffone Fund for the First Unitarian Church (2010) Polly and Dick Traina Fund for Y.O.U., Inc. Fund (2005) NEW (2009) Martha A. Cowan Fund (1987) John W. Lund Fund (1993) United Way of Central Massachusetts Funds Hugh W. and Harriet K. Crawford The Lund Leadership Award (2010) NEW (1992) Endowment Fund for the Pearle L. Frances F. Mansfield Fund (1996) Mary Louise Wilding-White Fund (1978) Crawford Memorial Library (2006) Sandy C. Marks Jr. Biomedical Education Harold Davis Woodbury Fund (1987) Ethel S. Cunningham Fund (1987) Fund (2003) Worcester Animal Rescue League Fund Henry B. and Jane K. Dewey Fund for Sonia Werblin Masterman Fund (2001) (2007) Wellesley College (2007) Howard J. and Dorothy R. McGuinness Fund Booth Family Fund Jane Kenah Dewey /Andover Fund (2004) for Education and Outreach (1999) (2007) Millbury Public Library Endowment Fund Worcester Arts and Humanities Educational Directors and Corporators Fund (1984) (1991) Collaborative Fund (2002) Douglas Center Cemetery Preservation Fund Edward P. Miner and Dauphinais Park Worcester Engineering Society Fund (1989) (1999) Endowment Fund (2003) Worcester Historical Museum Robert W. Marjorie G. and Elmer E. Ellison Jr. Fund Barrett and Mahroo Morgan Fund (2007) Booth Fund for Salisbury Mansion (1995) (2001) Vasiliky Strates Moschos Memorial Fund Worcester Public Library Fund (1992) Norma and Saul F. Feingold Joy of Music (2002) Fund (2006) Worcester Regional Research Bureau Fund Rani P. and Haribabu Muddana MD Fund (1989) Shirley Feldman Fund (2005) (2001) Worcester Street Tree Fund (2010) NEW First Congregational Parish, Unitarian Fund C. Bradford and Elizabeth C. Newell Fund Worcester Tree Initiative Fund (2009) (2006) (1999) WTAG Christmas For Children Fund (2000) First Unitarian Church Fund (2006) Norcross Heritage Fund (2004) Patricia Fisher Fund (2006)

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 15 Named Funds

Agency Funds Are established by an organization for its own benefit.

Abby Kelley Foster House Fund (2008) Friendly House Fund (2000) South Worcester Neighborhood Center Growth Fund (1985) African Heritage Institute Fund (1997) Friends of Gale Free Library 110th Tatnuck Brook Watershed Fund (1996) American Red Cross of Central Endowment Fund (1998) Massachusetts Fund (2000) Friends of Northbridge Elders Fund (1997) Temple Sinai Fund (2007) Auburn Youth and Family Services Friends of the Upton Town Library Fund Touchstone Community School Fund (2005) Endowment Fund (2000) (2007) United Way of Central Massachusetts Fund Father Miguel Bafaro Fund (1998) Julie Chase Fuller Endowment Fund for (1987) Barre Players Endowment Fund (1997) Mechanics Hall (1989) Women’s Initiative Fund in Honor of Lois B. Green (2009) Big Brothers Big Sisters Mentoring Fund Good Samaritan Mission Council Fund (1999) (2008) Worcester Area Association for the Education of Young Children Fund (1998) Blackstone Valley Chamber of Commerce Roberta Gunn Fund for Board Development Education Foundation Fund (2005) (2003) Worcester County Law Library Trust Fund (1998) Boys & Girls Club of Worcester Fund (2008) Jane Fund of Central Massachusetts Fund (2008) Worcester County Poetry Association Janet Alden Carrick Memorial Fund for the Founders Fund (2002) East Douglas Evergreen Cemetery (2006) Joy of Music Program Beveridge and Frances Webster Endowment Fund (2000) Worcester County Poetry Association’s Pearle L. Crawford Memorial Library Gregory Stockmal Fund (2010) NEW Endowment Fund (2010) NEW Edward M. Kennedy Community Health Center Fund (1984) Worcester County Poetry Association’s Douglas Historical Society Fund (2000) Latin American Health Alliance of Central Stanley Kunitz Award (2010) NEW Dynamy Fund (1997) MA Fund (2010) NEW Worcester County Poetry Association’s East Douglas Evergreen Cemetery Company Lincoln Village Tenants Association Fund Worcester Review Fund (2000) Fund and Wallen Memorial Trust (2005) (1997) Worcester Historical Museum Fund (2002) The Elm Park Center for Early Childhood Master Singers of Worcester Fund (2007) Worcester Jewish Community Center Fund Education Scholarship Fund (2006) Matthew 25 Fund (1997) (2010) NEW Emmanuel Baptist Church Endowment Fund National Memorial Trust Fund (1990) Youth Opportunities Upheld, Inc. Fund (1994) (1987) Lois S. Feldman Fund (1990) Rural Cemetery Fund (2006)

Scholarship Funds Provide tuition assistance to students.

Adolfo Arrastia Beacon of Light Scholarship The Edward Carien Scholarship Fund (2010) Richard and Carol Dymek Scholarship Fund Fund (2005) NEW (2006) Helen and Chuck Arsenault Memorial Charlton Parent Teacher Organization Joseph D. Early Scholarship Fund (2006) Scholarship Fund (2000) Scholarship Fund (1999) East Brookfield Scholarship Fund (2004) Auburn Woman’s Club Fund (2000) Mary Connolly Memorial Scholarship Fund Stephen G. Economos Scholar Athlete Fund AVID North Scholarship (2004) (1999) (2007) Dennis Elroy Barry Memorial Scholarship Melvin S. Cutler Fund (1986) Jeffrey S. Edinberg Memorial Scholarship Fund (2005) December 3rd Scholarship Fund (1999) Fund (2002) Belmont Street Community School Admiral and Mrs. Louis E. Denfeld Elm Park Community School Scholarship Scholarship Fund (2000) Scholarship Fund (2007) Fund (1987) Loretta J. Belval Scholarship Fund (2002) Santo J. and Ellen M. DiDonato Memorial John N. Engelsted Fund (1982) Bruce S. Bennett Fund for Community Scholarship Fund (1999) Fred and Leona Eppinger Scholarship Fund Journalism (2006) Steve Drawbridge Memorial Fund (2008) (2007) Mary and John Buckley Memorial Education John and Fran Duke Scholarship Fund (2004) Mary R. Fedeli Memorial Scholarship Fund Fund (1998) (2002)

16 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Named Funds

Scholarship Funds (continued) Max H. Kuhner and Eloise A. Kuhner Fund Barbara Marks Rothschild Arts & Education (2005) Scholarship Fund (2004) Anita and Nathaniel A. Feingold Scholarship Leonard F. Leamy Scholarship Fund (2006) Ida and Murray Rotman Scholarship Fund Fund (1994) Leicester High School Football Alumni (1985) Norma and Saul F. Feingold Fund (1983) Scholarship Fund (2007) Andrew Sala Memorial Scholarship Fund Finnish American Social Club Scholarship Leicester Samaritan Nursing Association (1998) Fund (1998) Fund Scholarship (1996) Herbert D. Sherwin Memorial Scholarship Fitchburg Sportsmen’s Club Scholarship Leicester Savings Bank Fund Scholarship Fund (2004) Fund (2009) (1997) William J. Short Scholarship Fund (2002) Earl P. Fontaine Memorial Scholarship Fund Mark MacPherson Lightbown Memorial Alexander G. Simonatis Scholarship Fund (2003) Scholarship Fund (1980) (2004) Marilyn M. and Russell J. Fox Scholarship Lincoln Village Scholarship Fund (2001) Claudia Simonian Scholarship Fund (2007) Fund (2010) NEW Mary Falby Logan and Francis Logan Jr. John J. Simpson Jr. Memorial Fund (1993) Janet Fraser Scholarship Fund (1999) Scholarship Fund (2004) Arthur J. Smith and Dorothy G. Smith John F. Freeland Memorial Fund (2005) Lunenburg Opportunity Fund (1999) Scholarship Fund (2005) Friends of Rutland Heights Hospital Daniel Stephen Lussier Athletic Scholarship Steelman Expository Writing Scholarship Permanent Fund (1993) (2010) NEW Fund (1999) Derek Gaudette Memorial Scholarship Fund L.W.V.O. Memorial Scholarship Fund (2010) Sylvia Gafvert Stubblebine Fund (1989) (1995) NEW Swedish National Federation Fund (2001) General Scholarship Fund (1990) Lieutenant James “Jay” Lyons III Memorial Tahanto Regional High School Scholarship Matthew Gignac Memorial Scholarship Fund Scholarship Fund (2001) Fund (1997) (1999) Magee Family Education Fund (2003) Paul E. Tarkiainen Art Award Fund (1995) Robert P. Goulet Memorial Scholarship Fund Magee Family Scholarship for UMass Kathleen Terry Memorial Scholarship Fund (1998) Amherst (2004) (2005) Greg’s Grant Fund (1997) Frances F. Mansfield Scholarship Fund (1996) Robert Thomson Scholarship Fund (2009) The Grynsel Educational Scholarship Fund Howard J. and Dorothy R. McGuiness Sumner B. Tilton Memorial Scholarship (2006) Scholarship Fund (2004) Fund (1985) Emil Haddad Scholarship Fund (2004) Anthony E. Mickunas Memorial Scholarship Laurie C. Tinsley Scholarship Fund (2002) Fund (1987) Joseph F. and Claire L. Halvey Scholarship Carmen Tobin Nursing Scholarship Fund Fund (2002) Michael Minty Memorial Scholarship Fund (1995) (1988) Marty Hastings Memorial Scholarship Fund Tobin Family Fund (1999) (2010) NEW Constantine Mina and Vasiliky Strates Reginald Washburn Scholarship (1990) The Hedin Family Memorial Fund (2007) Moschos Scholarship Fund (2005) Anne Carey Murphy Memorial Scholarship Webster Square Business Association Maureen Henrickson Memorial Scholarship Scholarship Fund (2002) Fund (2004) (2001) Leroy Weiner Scholarship Fund (2000) Charles Hugo Community Service Award Nichols Academy Fels Scholarship Fund Fund (2007) (2001) Paul J. Westberg Memorial Scholarship Fund (2000) Debbie Anne Johnson Memorial Fund (1993) Nichols Academy Scholarship Fund (2001) Mary Olive Wood Scholarship Fund (1992) Jenica L. Junnila Memorial Scholarship Fund and Sylvia Nylund Scholarship Fund (2000) (2001) Worcester Latino Coalition Scholarship Fund (1999) Deborah A. Kaufman Scholarship Fund Sarah Daniels Pettit and William O. Pettit Jr. (1990) Scholarship Fund (1996) Worcester Swedish Charitable Association Fund (2001) Lawrence M. and Augusta L. Keeler Richard W. Pierce Fund (1985) Scholarship Fund (1978) Arthur J. Remillard Jr. Scholarship Fund Worcester Woman’s Club Fund (1999) Bradford J. Kemp Fund (2008) (2001)

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 17 Contributors

n 2010, the Foundation received over $3.4 million in Tucker M. Clark Edwin Fedeli Jr. I Clinton Savings Charitable Foundation Catherine T. Feen gifts -- $2.4 million to create new named funds, and $1.0 College Access Foundation of California Saul F. Feingold million contributed to existing funds. We list all of our Felice Collins Fels Family Foundation James E. Collins Fidelity Charitable Gift Funds contributors here, and extend our sincere gratitude. Commerce Bank Renee Finkel Jennifer Cook Donna M. Fiore Anonymous (9) Norman Bitsoli Thomas R. and Virginia M. Cope Tim and Paige Firment Abby’s House Karl N. Bjork Donald and Barbara Courtney First Parish Church Caring Committee David P. Edla Ann and Randolph Bloom Robert J. Cousy First Parish Church, Inc. Thomas E. Adams Stephen C. L. Boisseau Sr. Leonard C. Cowan Fitchburg Sportsmen’s Club Robert S. Adler Maurice J. and Pamela K. Boisvert David J. Coyne and Margot R. Barnet The Fitness Prescription, Inc. Advantage Benefits Group Regina Bonofilio Ken Crater Barbara M. Fitts Robb B. Ahlquist Sarah and Doug Booher Crawford Memorial Library Virginia A. Flagg Cindy Aiken and Liz Hebert George F. Booth II Michael J. Crawford John T. Flanagan Jr. George I. Alden Trust Bowditch & Marinelli, Inc. Timothy P. Crimmons Jr. Lauren K. Fleming Alexander, Aronson, Finning & Co., PC Mary-Ellen Frederick G. Crocker Jr. Allen W. Fletcher George M. and Patricia I. Alexander Christopher W. and Charlotte Bramley Marsha Cunningham-Whitehead and Jane Fletcher Mary K. Alexander The Estate of Bruce Breger James Whitehead Justin L. Fletcher Joseph J. Allard Briarwood Residents Association Melvin S. Cutler Charitable Foundation Mary F. and Warner S. Fletcher John K. and Gabrielle Allen Derek Brindisi Jill C. Dagilis Matthew V. and Julie Fletcher Alliance for Community Trees James B. Broadhurst Mr. and Mrs. R. I. Dalton Jr. Patricia A. Fletcher American Forests Michael D. Brockelman David H. and Debra A. Davidian Fletcher Tilton PC Mary J. and Daniel T. Amorello Denise H. Brookhouse Nancy and Edward Davidian Nathan Flint and Loren Magruder Bruce C. Paula A. Brouillette Davis Publications, Inc. Jennifer Forman David G. Anderson Beverly A. Dix F. and Sarah B. Davis David P. Forsberg James A. Andreoli E. Clarke Brown Phillips S. and Laurie Davis Estate of Marilyn M. Fox David P. Angel Walter F. and Kathleen Browne Ronald S. Davis Don Frabotta Michael P. Angelini Matthew and Lois Brownell Richard W. Dearborn Howard G. Freeman Robert and Jeanne Antonucci Alan P. and Patricia Brownstein Marcyn Del Clements Robert P. French Ann Marie and John G. Argitis Matthew A. Brunell Karen J. Delagorgendiere Committee to Elect John Fresolo Vincent and Debbie Asbridge BSA Troop 1 Northboro Antonio J. Delgado Friends of Northbridge Elders Assumption College Barbara C. Buchan Elizabeth Densmore Friends of the Upton Town Library Town of Auburn John H. Budd Henry B. and Jane K. Dewey Mark and Jan Fuller Auburn Woman’s Club Elizabeth B. Burguet Morgan and Loretta Dewey Judy A. Garabedian Auburn Youth & Family Services Christopher M. and Patricia R. Burke Leo J. and Ann M. DiGregorio Edward P. Gardella Joycelyn Augustus Mary and Louis Burke Robert E. Dik Gerald M. Gates B.P. Construction Corporation Burncoat Alumni Association Ross K. Dik Barbara H. Gaudette Robert S. Bachelder Douglas P. Butler Dillon Boiler Services Dina R. and Gerald (Lee) Gaudette III Dexter A. Bailey George S. and Alta-Mae Butler DiStefano Medical Group Bruce Gaultney Amy Lee Baker Camosse Family Foundation Tom and Joan Dolan Stephen F. Gemelli Elizabeth Henry Camosse Jr. Brendan Donahue George’s Coney Island Richard Ball Wanda Cantlin Carol B. and James C. Donnelly Jr. George Gjinis Banana Joe’s Farm Stand & Deli Gail E. Carberry Patricia L. and Attila L. Dorogi Gerald Gleich and Francesca Bang David G. and Anne H. Barlow Esteban V. Cardemil Donald A. and Betty M. Dorward Diana R. Glimm Christopher P. and Marilyn P. Jennifer Davis Carey Frederick M. and Karen J. Dowling Dorista J. Goldsberry Eileen Barrette Ann E. Carlson James N. Drawbridge Jr. Yvonne Goldsberry and Cherie Holmes Thomas J. Bartholomew Ralph G. Carlson Steve Drawbridge Memorial Fund Goldstein Scrap Metal, Inc./Neil Smith Mark W. Bartolomei The Carrick Foundation Gloria A. Dudley Lillian R. Goodman John E. Bassett William R. Carrick Francis X. Dufault Jr. MD Jacqueline A. Gordon JoAnn Bauer Kirk and Price Carter Heather and John F. Duke Jr. Dennis F. Gorman Harry Bayliss Mark and Janet Castriotta Ellen S. Dunlap and Frank James F. Goulet Baystate Financial Services Chester F. and Sylvia V. Caswell Maureen T. Dunn John E. Graham Robert Belden Linda A. Cavaioli Christina D. Economos Susanne E. Gray and Ernest J. Osterman Barbara Francesco C. Cesareo PhD Eric Edinberg Lucy C. Graziani Shaun Bennett Peter A. and Linda D. Chadwick Phyllis Edinberg Green Hill Park Coalition Terrance G. and Maura Bennett Mary Chalino Norman R. Ekholm and Patricia A. Tosi Bill and Linda Green Dennis D. and Catherine S. Berkey Senator Harriette L. Chandler Deb Ellstrom Lois B. Green Barbara and George Bernardin Brian M. Chandley Elm Park Community School Faculty Fredrick T. Greenaway Sarah and Allen Berry Arthur E. Chase and Staff Barbara E. Greenberg Henry W. Beth Harold R. Chesson Jr. Frederick and Leona Eppinger Greendale Liquor & Package Store Martha E. Bigelow Joy C. Child ERA Key Realty Services Nancy J. and Benjamin A. Greene Mark P. Bilotta Len Chirchigno Robert E. Evans and Kathleen K. Evans Greenwood Girls Committee to Re-elect Elaine M. Ciborowski Family Foundation Ellen M. Gregus John J. Binienda Sr. Marcie D. Cirota Barbara E. Fargo Leslie E. Greis

18 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Contributors

Christine L. Grenier and David M. Keller MD and Donald W. MacKenzie Lynn M. and Neal M. Novack DMD Denise A. Kreisky Julie E. Meyers MD Melanie and B. Dale Magee MD Karen M. Nunley Micheline Grenier Victoria J. Kelley Ryan Magee Kenneth D. Nystrom David R. and Rosalie A. Grenon Mrs. James B. Kenary III Minh and Robert C. Mailloux James J. and Theresa M. O’Brien Daniel J. Grim and Irene Brown Rev. Dr. Paul D. Kennedy Susan M. Mailman John G. O’Brien Cecelia Grynsel Robert and Mary T. Kennedy Paul M. Mainville Thomas P. O’Connor Jr. Abraham W. and Linda Haddad Paul A. and Beth A. Kent David V. Mankevetch Committee to Elect James O’Day Hossein Hakim and Roshanak Bigonah Mark A. Keroack MD and Jonathan L. Mannina and Andrew B. O’Donnell Elizabeth P. Hale Ann Errichetti MD Jennifer L. Ginsburg David R. Ojerholm Malcolm Halliday and Thomas Rosiello Robert and Nancy Kimball Thomas D. and Nadine Manning James A. O’Malley Hanover Insurance Group Kirby Foundation Jerry and Ann Marcus Denise Oosterman Foundation, Inc. Judith Kirk and Peggy Kocoras Michael J. Marcy O’Rourke’s Welding, Inc. Marian C. and James B. Hanshaw Barbara C. Kohin Susan Robbins Mardld John A. and Margery R. Orr Mark A. Haran Suzanne Kohin Julia W. Marks E. Osterman Gas Service Mary Haroyan Caroline Kopoyan Charles D. Mason Leah G. Osterman and David C. King Robert S. and Ursula W. Harper Agnes E. Kull Mass Liquors Ruth Osterman Phyllis Harrington Lithuanian War Veterans’ David G. Massad Kevin and Linda O’Sullivan Sandra Hautanen Organization, Inc. Kelly Maxwell Michael R. Pankratz Ernest S. Hayeck Cindy and Albert LaBarge Mayer Tree Service Arthur M. and Martha R. Pappas Richard E. Hedin Lori and Todd LaBarge Irene L. Mayo Park Spirit of Worcester Barbara B. and Kenneth P. Heekin Jennifer Lacey Anthony McClain Teri Patriquin Bill Hendricks and Patricia Magdic Lamoureux Ford Inc. C. Jean and Myles McDonough Vincent A. Pedone Committee John Herron Jr. and Julia L. Moore Lamoureux, Pagano & Associates, Inc. Denise McElhinney Judith M. and Alan B. Pemstein Honee A. Hess and Philip R. Magnusson Mr. and Mrs. Warren C. Lane Jr. Mildred H. McEvoy Foundation Penny Wise Markets David W. Hillis Clifford A. and Cynthia T. Lange Michael C. McFarland SJ Deborah A. Penta Harold G. Hills John J. and Carol A. Lannon Elizabeth T. and Shawn C. McGann Danna B. Peterson Sharon E. Hobey and Rodger L. Comeau Pauline J. Larrabee Committee to Re-Elect Jim McGovern Committee to Re-Elect John E. Hodgson Latin American Health Alliance of Walter F. McGovern II George N. Peterson Jr. Neal C. and Kristine L. Hogan Central Massachusetts William T. and Pamela D. McGovern Patricia B. Peterson Michelle and Leslie Holmes Jr. Mark LaVigne Donna McGrath Anthony M. Petrone Honey Farms, Inc. Thomas P. LaVigne McGuire Family John B. and Elizabeth G. Petter Judith G. Horn Robert E. Layne Robert McLaren Sarah D. Pettit Lisa L. Hugo and Joseph Levesque Thuha T. Le Terrence M. McMahon Joseph M. and Gayle A. Petty Louise L. Hugo David P. Leach and Audrey Klein-Leach Christopher G. and Jayne N. Mehne Paul M. Pezzella Huguenot Candle Company & Nursery Leader Basement Systems Byron and Laura Menides James M. Phillips Kathryn and James Hunter Anne M. Leamy Estate and Trust John F. and Kathleen Merrill Lisa A. Piehler Wayne G. and Carmen C. Huntoon Nancy and Mike Leavitt Peter Metz and Phyllis Pollack Beverly A. and F. Mike Pinjuv Michael E. Huppert Leicester High School Football Alumni Ruth and Peter Metz Family Foundation Susan E. Pinjuv Tina Hyland Leitrim Pub Dawn Michanowicz Barbara Pinjuv-Peters and I Sold Their House.com Catherine Levine Peter E. Michaud Jared P. Peters Ann Marie Incutto Jeffrey D. and Ottilie Levine Micro Arc Welding Service Company Ann Pinkerton Charitable Trust M. Orry and Sheila M. Jacobs Estate of Peter Levine Middlesex Savings Charitable Foundation Stephen and Cynthia Pitcher May I. Jacobson and Suzanne Cortis Thomas H. Levine Erwin H. Miller Timothy J. Pitney Warren Jacobson Jordan Levy John O. Mirick John W. Polanowicz Herbert C. and Martha H. Johnson Patsy C. Lewis Mirick, O’Connell, DeMallie & Michael C. Pollak and Laurie Manifold Robert D. Johnson Robert J. Lewis Lougee, LLP Post Plus Video Productions Robert M. Johnson MD Joseph Lian Jr. Ann K. Molloy Shirley I. Prachniak Ruth and Eric Johnson Robert G. Lian Michael Montuori Lisa M. and William A. Pridmore Timothy J. Johnson Liberty Movers Anne C. and Dennis S. Moore Laurie A. and Mark A. Procter Janet S. and Arthur E. Jones Marion L. Lightbown Committee to Elect Michael O. Moore Carmen A. Puopolo Patricia L. Jones Ann T. Lisi and Joel P. Greene Maureen Moorehouse Raymond Quinlan P.L. Jones & Associates Christina and Michael Lochhead Barrett Morgan Annette Rafferty Susan Rees Jones and Anthony B. Bruno Linda C. Looft Gail M. Morgan and Bernard A. Lempicki Gail T. Randall Kirk N. and Sheila L. Joslin Look N. Good Landscaping and Mr. and Mrs. Paul S. Morgan Kenneth G. and Judith Renaud Franklin S. and Caroline B. June Garden Center Motorsports International/Michael Wade Dennis and Kelley Rice Junior Achievement of Central Stephen and Valerie Loring William J. Mueller Mary C. Ritter Massachusetts William E. Loughlin Frederic H. Mulligan Linda and Ted Robbins Kathyleen M. Kangas Christine R. Louis John D. Munford II Andy W. Robinson James D. Karadimos Mónica Escobar Lowell Edward D. Murphy Matthew Robinson Vassilios Karapanos and Edgar Luna Laura H. Myers Rockin Rob’s Disc Jockey and Ingrid G. Farreras Estate of John W. Lund National Association of Government Karaoke Services Marshall Katzen and Bari Boyer Mickey and Janet Lussier Employees Local 495 Henry A. and Theresa M. Rodowicz Katharine Kazis James F. and Joan M. Lyons John and Linda Nelson Maria A. Rosen Maureen M. Kelleher Jay Lyons Road Race Gale Nigrosh and Bob Sakakeeny Melvin and Martha Rosenblatt Gary W. MacConnell Northworks Bar and Grille Beth Ann Rossi

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 19 Contributors

Scott and Lois Rossiter John E. Sjostedt and Daniel Tinsley James A. Welu Paul and Fay Rossley Judith W. Gemma-Sjostedt David N. Tinsley Meridith D. Wesby Betsy Rotberg Michael D. Sleeper Dorothy C. Tinsley David H. White Steven and Julia Rothschild Small Business Insurance Agency, Inc. Laurie C. Tinsley Scholarship Harry and Lucy Whitin Ida Rotman Catherine Smith Foundation Joan A. Whiting Arthur and Carole Roueche Robert L. and Paula A. Smith Paul and Beth Tivnan Richard Whitney Allen and Ruth Rubin Estate of Isaac Southgate Philip G. and Gale B. Torgersen Sharon A. Williamson David F. and Susan M. Russell Guenter L. Spanknebel MD Lindsay A. and Stephen E. Tosi Angel Winston Jane L. Russell Spaulding Family Touchstone Community School Jack L. Wolfson Kent dur Russell and Aisling Gaughan Robin and Linc Spaulding Ann W. Tracy David K. and Susan B. Woodbury Francis M. Saba Committee to Elect Robert P. Spellane Richard P. and Margaret W. Traina Kimball R. Woodbury Saint Francis Hospital and Medical Center Robert P. Stalilonis and Fran Trainor Jack and Stacy Woods & Family St. Paul Travelers Securities Litigation II Angele M. C. Patenaude Tuyet Tran Thomas J. Woods Insurance Agency Nancy H. Sala Standard Auto Parts Sandra E. and John Travinski Henry Woolsey Donna M. Salls Staples Foundation For Learning John W. Trexler Worcester Administrative Officers’ R. Joseph and Joanne Salois Cynthia M. and Edward J. Stark Jr. Tri-Star Sportswear Association William J. Sands Paul S. and Roxanne B. Starkin John Trobaugh and Jeroan Allison Worcester Area Mission Society Sansoucy Stone Inc. Amy L. Stauffer S. J. Turnblom Construction Worcester Area United Methodist Evelyn Sawyer Lisa Steedman Corporation Worcester County Horticultural Society Ralph F. Sbrogna David C. Steelman and Turnpike Plumbing & Heating Supply Worcester County Poetry Association David L. and Roberta R. Schaefer Virginia Theo-Steelman United Way of Central Massachusetts Worcester Fire Fighters Association Scott W. Schedin Howard and Carolyn Stempler United Way of North Central Local 1009 Paul and Susan Schlaikjer Sandra A. Stern Massachusetts Worcester Jewish Community Center Kristine L. and Davey S. Scoon Donna K. and William C. Stock Jodi and David Utter & Family Worcester Physical Therapy Service Paul F. Scully John and Janet Stock Wayne M. Ushman Worcester Police Department Carol L. Seager Joseph N. Stolberg Vanguard Charitable Endowment Worcester Police Department Susan A. and Jeannette P. Sedgwick Jeffrey A. Stone Verizon Foundation Family Fund Mohana R. Sethuraman and Su Casa Real Estate James and Maureen L. Villiotte Worcester Rugby Football Club Jayalakshmi Mohanarangan Janet E. Such Mark Vining and Christopher Recklitis Booster Club Francis P. Shea William F. Sullivan Wyatt R. Wade WTAG Christmas for Children Jay S. Sherwin and Rachel Lefkowitz Christine A. Sviklas Thomas Waite Robert A. Wyman Betty and Ed Shuman Louis Swan and Lisa Kunhardt William D. Wallace Wyman-Gordon Foundation David C. and Charlotte C. Shumway Susan B. Talmadge Angeline Walsh Yesod Foundation Gerald M. and Theresa Shusas Tatnuck Pet Barry Walsh and Valerie Wedge Robert A. and Joan D. Yood Philip O. Shwachman John A. and Janet P. Taylor Children of Francis and Virginia Walsh Janice B. Yost Alice C.A. Sibley Trust Victor M. Taylor William C. Warner Robert Zeleniak Evelyn B. Silver Jane Tegeler Warners Auto Body Kelsa L. Zereski Marvin S. Silver Temple Sinai Ann Laura Wasgatt Robert Zibinskas Barbara Crabtree Simonetta Sheila L. and George W. Tetler III Richard P. and Gloria R. Waterhouse Kim M. Simonian Michael R. and Janet K. Theerman Carlton A. Watson Mary and George Simonian Jr. Robert L. Thomas Edward P. and Brenda K. Weathersbee Richard Simonian Brian W. Thompson Brooks S. Webster Every effort has been made to ensure Lowerre and Edward Simsarian Estate of Robert Thomson Charles S. Weiss the accuracy of this list. If we have Estate of Florence R. E. Sjostedt Sumner B. Tilton Jr. John S. Wells made an error, please let us know.

GIFTS IN HONOR GIFTS IN MEMORY Cindy Aiken and Liz Hebert Varkis Arakelian Sadie Hale Sheila Miller Esperanza Arguijo Pola (Aron) Parents of Richard J. and Pat and Theresa Pezzella Family Officer Mark Bisnette Mary Lou Hastings Paul Philbrook Boy Scouts of America 100th Anniversary Philip W. Callahan Ann M. Haynes Ann Pinkerton Elm Park Community School Faculty Joan C. Carlson Donald Haynes Mary Powers and Staff Janet Carrick Blanche Hedin Al Radzik Susanne E. Gray and Ernest J. Osterman Mary L. Chatfield Jake Kupelian Sidney Rose Hossein Hakim Dee and Jamie Conant Betty LeClaire Phyllis E. Sherwin Holden Nursing Home Nurses and Staff Martha Allis Cowan Peter H. Levine MD Florence R.E. (Tillman) Sjostedt Marianne Jeppson Wallis H. Darnley Gertrude Levitsky Reynold Sjostedt Katie, Colby, McKenzie and Morgan Lee Marcel DeBoise Jr. Maxine Levy Arthur J. Smith Mrs. Leavy’s Students at Burncoat Al and Marge Ellison Cruz Lopez Grandpa and Grandma Spellane High School Raymond Fiore John W. Lund A. J. Spokis Ann T. Lisi John F. Freeland Barbara and Peter Mankevetch Paul E. Tarkiainen B. Dale Magee MD Harry C. Gadde Michael L. Manzaro Sr. Harrison G. Taylor Jr. Kevin Michaud Raymond Gervais Emmit Martin Cathy Tobin and Kay Jarvis Ruth Pollard John D. Goeken Robert and Barbara Massey Bernard Walsh Robert Raphael Paul Gramling MD Robert K. Massey Jr. Arthur Wiersma

20 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Grantmaking

Putting gifts to work

Greater Worcester Community Foundation awards cash grants to nonprofit organizations that serve the Central Massachusetts communities in the areas of arts and culture, community development, education, environment, health, and human services.

Competitive grants provide annual, and often renewable, funding for a wide range of nonprofit initiatives. These grants are made possible by donors who seek to improve the quality of life in our area. Discretionary, field of interest and committee-advised funds, invested by the Foundation as permanent endowments, provided over $2.3 million in 2010. Committees appointed by the Foundation or donor make targeted grants according to defined goals for each fund. Ranging in size from $250 to more than $150,000, these grants support programs, operations, and organizational improvements. Our web site has details and application forms.

Donor advised and designated grants totaled over $1.2 million in 2010. Advised grants reflect the changing interests and priorities of donors, who actively make recommendations throughout the year. Designated grants reflect the permanent selections made by donors to support one or more organizations with annual grants. Grants may fund general operating costs, special projects, capital expenditures, or emergency needs. Grants by Fund Type Total Awards $4.4 million Scholarships for college-bound residents of Worcester County Scholarship Agency are awarded from more than 100 named funds. In 2010, the 12.4% 7.1% Foundation awarded over $550,000 in scholarships that vary from $250 to more than $4,000. Candidates submit just one application to be considered for all scholarships that suit their Committee qualifications. We accept scholarship applications throughout Advised Field of 19.3% February and March. Interest 17.2%

Designated 10.0%

Donor Above photo: Advised Books, tennis and friendships made an inviting mix for 17.1% the more than 400 Worcester youth who joined the Discretionary Summer Tennis and Reading Program of Tenacity, Inc. $16.9% Supported by a Foundation discretionary grant, the program drew kids into free tennis lessons and reading circles daily throughout July and August.

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 21 Grants

Here is a complete listing of all American Diabetes Association $200 Bare Hill Rowing Association $4,000 donor advised, discretionary, and MacLean Family Fund MacLean Family Fund designated grantees in 2010, followed American Jewish Joint Distribution Barton Center for Diabetes Education $500 by the name of the funding source. Committee $1,000 David R. and Rosalie A. Grenon Fund Glenda and Arthur Wolpert Fund $41,700 15-40 Connection $2,000 American Red Cross of Central Massachusetts Bozenhard Charitable Fund The Pyle Fund A $2,250 Theodore and Marjorie M. Deitz Fund Abby’s House $34,166 David R. and Rosalie A. Grenon Fund Fairlawn Foundation Isabel K. Arms Fund Peter H. and Catherine H. Levine Fund George and Anna Krikorian Family Fund The Pyle Fund Wynne L. Chase Fund American Red Cross of Lee County $900 Elizabeth A. Culhane Memorial Fund Hugh W. and Harriet K. Crawford Fund Best Buddies Massachusetts $5,000 Ethel S. Cunningham Fund Robert S. and Helen A. Bowditch Fund Anna Maria College $23,000 Jeanne Remillard Curtis Fund Discretionary Funds Eliza D. and Cora J. D. Dodge Fund Maureen Logan Coghlin Fund C. Jean and Myles McDonough Fund Fairlawn Foundation Big Brothers/Big Sisters of Central Mass/Metrowest $17,500 Lillian S. Pratt Fund Apple Tree Arts $8,000 Discretionary Funds Access Community Action Agency $1,000 Discretionary Funds Newell and Betty Hale Fund Mini-Grants Fund Blackstone River Coalition $5,000 Water and Land Stewardship Fund African Community Education Program Arc of Quinebaug Valley $1,000 $20,000 Newell and Betty Hale Fund Blackstone Valley Boys & Girls Club $7,500 Discretionary Funds Barbara E. and William E. Christensen Fund ARTSWorcester $10,000 Youth for Community Improvement Fund Discretionary Funds Fund for the Arts and Humanities Means Foundation $300 AIDS Project Worcester $12,255 Ashburnham Westminster Youth Hockey $390 Jeppson Memorial Fund for Brookfield Discretionary Funds John Carter “High Five” Youth Hockey Fund Marc Needleman Memorial Fund Boothbay Harbor Memorial Library $500 Asolo Repertory Theatre $100 Raymond P. Harold Memorial Fund Akwaaba Health Initiative $10,000 Paul E. Cohan Fund Sarah B. and Dix F. Davis Fund Boothbay Railway Village $1,000 ASPIRA Association of MA $2,000 Discretionary Funds Paul and Fay Rossley Fund Saint Vincent Healthcare Fund Youth for Community Improvement Fund Boothbay Region Land Trust $500 Athol Area YMCA $9,000 Al-Hamra Academy $2,356 Raymond P. Harold Memorial Fund Khazma A. Soffan Memorial Fund Discretionary Funds Winifred Meany Killay and Matthew Meany Boothbay Region YMCA $10,000 All Saints Episcopal Church $3,990 Memorial Fund Raymond P. Harold Memorial Fund Community Ministries Fund Sarah Daniels Pettit and William O. Pettit Jr. Auburn Community Assistance Fund $100 Bosler Humane Society $7,004 Fund The Hedin Family Memorial Fund Bosler Humane Society Fund Rosemary Davis Memorial Fund Helen M. and Thomas B. Stinson Fund Auburn District Nursing Association $4,500 Alternatives Unlimited $2,500 The Auburn Foundation Boston Athenaeum Elkanah B. Atkinson Community and Education Stonewall Fund Auburn Youth and Family Services $14,500 Fund American Antiquarian Society $33,195 The Auburn Foundation Bozenhard Charitable Fund Discretionary Funds Boston Lyric Opera $2,000 Newell and Betty Hale Fund Jeanne Remillard Curtis Fund Town of Auburn, Fire Department $1,678 Henry B. and Jane K. Dewey Fund The Auburn Foundation Boston Poultry Exposition $506 Morgan B. and Loretta R. Dewey Fund John P. Castagnetti Memorial Fund Gordon Iver and Dorothy Brewer Erikson Fund Audio Journal $15,100 Frances M. Herron Fund The Auburn Foundation Bottom Line $10,000 Jeppson Memorial Fund Leicester Savings Bank Fund Discretionary Funds Augusta H. Kressler, M.D. Fund Worcester Credit Bureau Fund Boys & Girls Club of Webster-Dudley $13,150 John M. Nelson Fund $32,381 Discretionary Funds American Cancer Society $600 Discretionary Funds B Bradford J. Kemp Fund Paul and Fay Rossley Fund Frances M. Herron Fund Candi Tiarks Cancer Research Fund Jeppson Memorial Fund James J. and Patricia A. Moynihan Fund Paul and Fay Rossley Fund

22 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Grants

Boys & Girls Club of Worcester $18,514 Child Welfare League of America $100 Connecticut Farmland Trust $1,000 Boys & Girls Club of Worcester Fund Paul E. Cohan Fund Newell and Betty Hale Fund Polly C. and Joseph R. Carter Fund Children’s Friend $42,492 Connecticut Public Broadcasting $500 David R. and Rosalie A. Grenon Fund Eliza D. and Cora J. D. Dodge Fund Newell and Betty Hale Fund Robert G. and Eliza C. Hess Fund Fallon/OrNda Community Health Fund Peter J. and Sophie Kosky Fund Culture LEAP $14,125 Paul J. and Dorothy B. Kervick Fund Sonia Werblin Masterman Fund H. Arthur Smith Fund Louise R. and John F. Reynders Fund The Pyle Fund Worcester Arts and Humanities Educational Traina Family Youth Development Fund Traina Family Youth Development Fund Collaborative Fund Youth Opportunity Fund Christ Episcopal Church, Leicester $1,000 Cystic Fibrosis Foundation $500 Leicester Savings Bank Fund Bridge of Central Massachusetts $17,000 Paul and Fay Rossley Fund Central Massachusetts Health Standards Fund Christ Episcopal Church, Pomfret $864 Cystic Fibrosis Research $200 Discretionary Funds Newell Hale Memorial Fund Pelletz Family Fund Paul and Fay Rossley Fund City of Worcester Health and Human Services Dana Hall School $841 D Brigham and Women’s Hospital $500 $35,198 Hollis E. and Gwendolyn D. Alden Fund Glenda and Arthur Wolpert Fund Lorraine Crepeau Fund Fallon/OrNda Community Health Fund Britney Gengel’s Poorest of the Poor Fund Day Kimball Hospital $1,000 Newell and Betty Hale Fund $5,500 Claflin Hill Music Performance Foundation The Pyle Fund $5,000 Department of Children and Families Donna R. C. and John E. Sansoucy Fund Discretionary Funds Kids Fund $30,000 WTAG Christmas for Children Fund Brookfield Cemetery Commission $1,500 $108,848 Jeppson Memorial Fund for Brookfield Ruth and John Adam Fund Diocese of Worcester $1,619 Bozenhard Charitable Fund Brookfield Elementary School $2,000 Argitis Family Fund John W. Lund Fund Jeppson Memorial Fund for Brookfield Jeanne Remillard Curtis Fund Paul and Fay Rossley Fund Paul J. and Dorothy B. Kervick Fund Brookfield Unitarian Universalist Church $675 Cleghorn Neighborhood Center $10,000 Chesson Family Fund Dismas House of Central Massachusetts Discretionary Funds $18,000 Camp Putnam $10,454 C Joseph A. Tosoni Fund Discretionary Funds Andrew N. Ahlfors and Helmi E. Ahlfors Fund Francis A. and Jacquelyn H. Harrington Human Coastal Maine Botanical Gardens $500 Services Fund CASA Project $15,000 Raymond P. Harold Memorial Fund Mini-Grants Fund Eliza D. and Cora J. D. Dodge Fund College of the Atlantic $250 Margaret and Gordon Torgersen Fund Doctors Without Borders USA $2,000 Gordon Iver and Dorothy Brewer Erikson Fund Marla Maykel Fund Catalogue For Philanthropy $3,000 Colleges of Worcester Consortium $13,000 Mini-Grants Fund Douglas Fire Department $576 Discretionary Funds UniBank September 11th Emergency Personnel Catholic Charities Worcester County $19,885 The Practical Education Fund Education Fund Fallon/OrNda Community Health Fund Community Harvest Project $32,500 Dress for Success Worcester $7,500 Center for Nonviolent Solutions $5,300 Lois Anne Memorial Fund Eliza D. and Cora J. D. Dodge Fund Martha L. and William P. Densmore Fund Discretionary Funds Margaret and Gordon Torgersen Fund Stonewall Fund Dynamy $15,142 The Practical Education Fund Central Massachusetts Area Health Education Community Health Connections $5,000 Norman L. and Dorothy A. Sharfman Fund Center $20,000 Fallon/OrNda Community Health Fund Fairlawn Foundation Eagle Hill Foundation of Massachusetts $699 Community Healthlink $31,031 Todd H. Wetzel Fund Central Massachusetts Housing Alliance Eliza D. and Cora J. D. Dodge Fund Glenda and Arthur Wolpert Fund $15,200 Fallon/OrNda Community Health Fund E Discretionary Funds Frances F. Mansfield Fund East Douglas Evergreen Cemetery Company Lisi-Greene Fund $8,591 Concordia Lutheran Church $1,700 Janet Alden Carrick Memorial Fund Centro Las Americas $20,000 Community Ministries Fund East Douglas Evergreen Cemetery Fund Discretionary Funds Connecticut Audubon Society of Pomfret $200 Wallen Memorial Trust Fund Eliza D. and Cora J. D. Dodge Fund Newell and Betty Hale Fund Easter Seals of Massachusetts $1,841 Chester C. Corbin Public Library $1,000 Hollis E. and Gwendolyn D. Alden Fund Bradford J. Kemp Fund David R. and Rosalie A. Grenon Fund

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 23 Grants

EcoTarium $54,102 First Unitarian Church $17,067 Goodyear Early Childhood Center $425 Clarence S. Arms Family Fund Hollis E. and Gwendolyn D. Alden Fund Friends of Learning in Killingly Fund Elkanah B. Atkinson Community and Education Henry B. and Jane K. Dewey Fund Grafton Land Trust $1,500 Fund Morgan B. and Loretta R. Dewey Fund Harris Family Fund The Auburn Foundation First Unitarian Church Fund Rosemary Davis Memorial Fund Barrett and Mahroo Morgan Fund Grafton Police Department $500 Discretionary Funds John M. Nelson Fund UniBank September 11th Emergency Personnel David R. and Rosalie A. Grenon Fund Fitchburg Cultural Alliance $8,000 Education Fund Mini-Grants Fund Joseph A. Tosoni Fund Grand Banks Schooner Museum Trust $500 Todd H. Wetzel Fund Fitchburg Public Library $2,000 Paul and Fay Rossley Fund Edward M. Kennedy Community Health Rosemary Davis Environmental Preservation Greater Gardner Community Development Center $25,500 Fund Corporation $15,000 Alice C.A. Sibley Fund Discretionary Funds Traina Family Youth Development Fund Fitchburg State University $19,700 Fairlawn Foundation Greater Gardner Youth Hockey $390 Edward Street Child Services $9,462 John Carter “High Five” Youth Hockey Fund Discretionary Funds Florida Repertory Company $100 Christopher J. Paskell Memorial Fund Eliza D. and Cora J. D. Dodge Fund Celeste and Dave Lionett Donor Advised Fund Greater Worcester 32° Masonic Learning Elder Services of Worcester Area $39,698 Friendly House $23,000 Center for Children $2,924 Dana L. DeAngelis-McDonald Memorial Fund Eliza D. and Cora J. D. Dodge Fund Polly C. and Joseph R. Carter Fund Eliza D. and Cora J. D. Dodge Fund Mini-Grants Fund GLBT Partnership Fund Friends of Gale Free Library $12,054 Greater Worcester Land Trust $30,250 H. Arthur Smith Designated Fund Friends of Gale Free Library 110th Endowment Discretionary Funds Harold Davis Woodbury Fund F Fund Rosemary Marble Harris Fund Frances M. Herron Fund Family Health Center of Worcester $53,612 Friends of Institute Park $7,200 Barrett and Mahroo Morgan Donor Advised Eliza D. and Cora J. D. Dodge Fund Discretionary Funds Fund Fallon/OrNda Community Health Fund Robert M. and Carolyn G. Hyde Fund Habitat for Humanity MetroWest/Greater Family Services of Central Massachusetts Friends of Sutton Elders $250 Worcester $10,000 $1,000 David R. and Rosalie A. Grenon Fund Worcester Credit Bureau Fund John M. Nelson Fund H Friends of the Leicester Public Library $1,800 Habitat for Humanity of Lee County $5,000 Feeding America $250 Leicester Savings Bank Fund Hugh W. and Harriet K. Crawford Fund Jeanne Remillard Curtis Fund Fruitlands Museum $5,879 Habitat for Humanity of Northeast Finnish American Reporter $2,289 Discretionary Funds Connecticut $1,000 Finnish American Social Club Fund Mini-Grants Fund Newell and Betty Hale Fund Finnish Center at Saima Park $600 Sumner Lee Sharfman Fund G Habitude $100 Finnish Heritage Foundation Fund Gale Free Library $1,425 Paul E. Cohan Fund Finnish Heritage Society, Sovittaja $600 C. Bradford and Elizabeth C. Newell Fund Harvard University Medical School $393 Finnish Heritage Foundation Fund Genesis Club $19,000 Lawrence M. and Augusta L. Keeler Fund First Church Leominster $20,000 Francis A. and Jacquelyn H. Harrington Human Harvest Fair Committee $2,000 GLBT Partnership Fund Services Fund Charles E. Soule Paul Revere Insurance Group Leicester Savings Bank Fund First Congregational Church of Shrewsbury Centennial Fund Hearts for Heat, Leicester Chapter $2,000 $1,529 Leicester Savings Bank Fund Bozenhard Charitable Fund Girl Scouts of Central and Western Frances F. Mansfield Fund Massachusetts $1,089 John Woodman Higgins Armory Museum Paul and Fay Rossley Fund Robert G. and Eliza C. Hess Fund $17,561 Celeste and Dave Lionett Donor Advised Fund Elkanah B. Atkinson Community and Education First Congregational Parish, Unitarian $2,092 Fund First Congregational Parish, Unitarian Fund Girls Incorporated of Worcester $19,990 Lorraine Crepeau Fund Bozenhard Charitable Fund First Night Worcester $11,000 Discretionary Funds Ross and Lisa Dik Fund Fund for the Arts and Humanities Robert G. and Eliza C. Hess Fund Mini-Grants Fund Discretionary Funds Traina Family Youth Development Fund Mary Louise Wilding-White Fund Augusta H. Kressler, M.D. Fund Worcester Credit Bureau Fund Goodspeed Musicals $500 Newell and Betty Hale Fund Hillel House at UMASS Amherst $500 Glenda and Arthur Wolpert Fund 24 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Grants

Hillside School $6,485 Jewish Federation of Collier County $500 Leicester Police Department $3,000 H. Arthur Smith Designated Fund Pelletz Family Fund Leicester Savings Bank Fund Historic Deerfield Jewish Federation of Palm Beach County Leicester Red Hat Sophisticates $602 Elkanah B. Atkinson Community and Education $1,800 Leicester Savings Bank Fund Fund Glenda and Arthur Wolpert Fund Leicester Summer Concert Series Committee Historic New England $400 Jewish Healthcare Center $1,500 $4,500 Elkanah B. Atkinson Community and Education Theodore and Marjorie M. Deitz Fund Leicester Savings Bank Fund Fund Pelletz Family Fund Let’s Get Ready $15,000 Newell and Betty Hale Fund Joshua Hyde Public Library $1,159 Discretionary Funds Hobart College $1,500 Charles P. Ciaffone and Rose B. Ciaffone Fund Literacy Project, Inc. $15,000 Newell and Betty Hale Fund Joy of Music Program, Inc. $15,145 Elkanah B. Atkinson Community and Education Holy Name Central Catholic Jr/Sr High School Discretionary Funds Fund $500 Norma and Saul F. Feingold Joy of Music Fund Discretionary Funds David R. and Rosalie A. Grenon Fund David R. and Rosalie A. Grenon Fund Literacy Volunteers of Greater Worcester Joy of Music Program Beveridge and Frances HOPE Coalition $23,000 $12,000 Webster Endowment Fund Fallon/OrNda Community Health Fund Discretionary Funds Paul and Fay Rossley Fund Mini-Grants Fund Greater Worcester Jaycees Fund Jupiter Medical Center Foundation $5,000 Horizons for Homeless Children $8,000 LMS Sports Boosters $4,000 Glenda and Arthur Wolpert Fund Eliza D. and Cora J. D. Dodge Fund Leicester Savings Bank Fund Killingly Central School $1,000 K House of Peace and Education $16,885 Lucky Horse Equine Rescue $2,500 Friends of Learning in Killingly Fund Discretionary Funds Rosemary Davis Memorial Fund Francis A. and Jacquelyn H. Harrington Human Killingly High School $500 LUK, Inc. $500 Services Fund Friends of Learning in Killingly Fund Youth for Community Improvement Fund Mini-Grants Fund Killingly Intermediate School $1,440 Luther Burbank Middle School $2,547 Hyde School $2,300 Friends of Learning in Killingly Fund Rosemary Davis Memorial Fund Ross and Lisa Dik Fund Killingly Memorial School $157 Newell and Betty Hale Fund Lutheran Healthcare Center $50,000 I Friends of Learning in Killingly Fund Fairlawn Foundation Iglesia Cristiana de la Comunidad $2,500 Lahey Clinic $500 Community Ministries Fund Lutheran Social Services of New England Paul and Fay Rossley Fund L $35,500 Immigration History Research Center $2,288 The Last Green Valley $1,000 Olive I. and Anthony A. Borgatti Jr. Fund Finnish American Social Club Fund Newell and Betty Hale Fund Discretionary Funds Interfaith Hospitality Network of Greater Latin American Health Alliance $10,000 MAB Community Services $1,000 Worcester $10,600 M Discretionary Funds Lois S. Feldman Fund Eliza D. and Cora J. D. Dodge Fund Celeste and Dave Lionett Donor Advised Fund Latino Education Institute $17,500 Maine Sea Coast Missionary Society $250 Pakachoag Church Fund for Human Discretionary Funds Gordon Iver and Dorothy Brewer Erikson Fund Understanding Lee Memorial Health System Foundation Marie Anne Center $3,000 Italian-American Cultural Center $720 $1,000 Community Ministries Fund Paul M. Pezzella Fund in Memory of Patsy and Hugh W. and Harriet K. Crawford Fund Theresa Pezzella Martin Luther King Jr. Business Legal Assistance Corporation of Central Empowerment Center $20,000 Jewish Family Service of Worcester $16,500 Massachusetts $17,000 Discretionary Funds Child Wellness Fund Discretionary Funds Curtis G. Watkins Education Fund Theodore and Marjorie M. Deitz Fund J Mini-Grants Fund Discretionary Funds Massachusetts Audubon Society $12,500 Glenda and Arthur Wolpert Fund Leicester Council on Aging $5,000 Rosemary Davis Memorial Fund Leicester Savings Bank Fund Martha L. and William P. Densmore Fund Jewish Federation of Central Massachusetts Frances M. Herron Fund Leicester High School Athletic Booster Club $2,500 Leicester Savings Bank Fund Samuel Frank Charitable Fund $5,000 Pelletz Family Fund Leicester Savings Bank Fund Massachusetts Coalition for Adult Education $2,000 Leicester Mothers Club $4,250 Mini-Grants Fund Leicester Savings Bank Fund

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 25 Grants

Massachusetts College of Pharmacy and Music Worcester $8,472 Our Father’s House $15,000 Health Science $140,500 Bozenhard Charitable Fund Eliza D. and Cora J. D. Dodge Fund P Fairlawn Foundation Jeanne Remillard Curtis Fund Pakachoag Music School of Greater Worcester David R. and Rosalie A. Grenon Fund Jeppson Memorial Fund $6,000 Massachusetts Eye and Ear Infirmary $500 MY TURN $15,000 Norman L. and Dorothy A. Sharfman Fund Gordon Iver and Dorothy Brewer Erikson Fund Discretionary Funds Town of Palm Beach United Way $1,000 Massachusetts General Hospital $14,000 Mystic Seaport $3,000 Glenda and Arthur Wolpert Fund Gordon Iver and Dorothy Brewer Erikson Fund Hugh W. and Harriet K. Crawford Fund Pan-Massachusetts Challenge $500 Newell and Betty Hale Fund National Multiple Sclerosis, Greater Illinois MacLean Family Fund Glenda and Arthur Wolpert Fund $100 Partners in Health $1,100 Massachusetts Historical Society Paul E. Cohan Fund N Jeanne Remillard Curtis Fund Elkanah B. Atkinson Community and Education Nativity School of Worcester $11,000 Morgan B. and Loretta R. Dewey Fund Fund Jeanne Remillard Curtis Fund PAT Youth Hockey $260 Massachusetts School of Professional Shepherd Knapp School Fund Christopher J. Paskell Memorial Fund Psychology $500 NCH Healthcare Foundation $250 Anne A. Levine Fund Paxton Land Trust $1,000 Gordon Iver and Dorothy Brewer Erikson Fund Water and Land Stewardship Fund Matthew 25, Inc. $1,098 NEADS/Dogs for Deaf and Disabled Americans Howard J. and Dorothy R. McGuiness Fund Pearle L. Crawford Memorial Library $17,630 $19,051 Hugh W. and Harriet K. Crawford Endowment Merrick Public Library $2,000 Rosemary Davis Memorial Fund Fund for the Pearle L. Crawford Memorial Jeppson Memorial Fund for Brookfield Martha L. and William P. Densmore Fund Library Katharine Higgins Riley Fund Middlesex School $421 Pekes and Pals Canine Rescue, Inc. $100 Lawrence M. and Augusta L. Keeler Fund NEADY Cats $2,000 Celeste and Dave Lionett Donor Advised Fund Rosemary Davis Memorial Fund Milford Regional Medical Center $2,000 Performing Arts of Northeast Connecticut Mini-Grants Fund NeighborWorks HomeOwnership Center of $5,500 Worcester $17,500 Millbury Memorial Jr/Sr High School $1,046 Fund for the Arts and Humanities Discretionary Funds Mary B. Grogan Fund for Youth Discretionary Funds New England Historic Genealogical Society Newell and Betty Hale Fund Millbury Public Library $1,425 $250 Mary B. Grogan Fund for Youth Pernet Family Health Service $4,000 Gordon Iver and Dorothy Brewer Erikson Fund Community Ministries Fund Mohegan Council Boy Scouts of America North Brookfield Youth Center $4,000 David R. and Rosalie A. Grenon Fund $19,213 Youth for Community Improvement Fund Gertrude Alice Johnson Fund Polly C. and Joseph R. Carter Fund Maureen Logan Coghlin Fund North Cottage Program $1,000 Phillips Academy – Andover $921 Discretionary Funds Marla Maykel Fund Paul E. Cohan Fund Robert G. and Eliza C. Hess Fund Jane Kenah Dewey Abbot/Andover Fund North Quabbin Citizen Advocacy $8,000 The Pyle Fund Discretionary Funds Pleasant Street Neighborhood Network Center Donna R. C. and John E. Sansoucy Fund $550 Northbridge Centre Congregational Church Montachusett Interfaith Hospitality Network Mini-Grants Fund $421 $13,000 Lawrence M. and Augusta L. Keeler Fund Pomfret Community School $1,666 Eliza D. and Cora J. D. Dodge Fund Pomfret Community School Arts Fund Northbridge Council on Aging $5,616 Montachusett Opportunity Council $15,000 Discretionary Funds Pomfret School $3,000 Discretionary Funds Worcester County Deputy Sheriffs Association Newell and Betty Hale Fund MorseLife Foundation $1,000 Fund Preservation Worcester $5,350 Glenda and Arthur Wolpert Fund Notre Dame Academy $700 Discretionary Funds Mt. Desert Island Hospital $500 Bozenhard Charitable Fund Frances M. Herron Fund Gordon Iver and Dorothy Brewer Erikson Fund Oak Middle School $500 Problem Pregnancy of Worcester $1,500 Multiple Myeloma Research Foundation $100 Olive I. and Anthony A. Borgatti Jr. Donor Maureen Logan Coghlin Fund Paul E. Cohan Fund Advised Fund O Gertrude Alice Johnson Fund Old Sturbridge Village $10,000 Quinebaug Valley Community College Argitis Family Fund Foundation $5,000 Newell and Betty Hale Fund Q

26 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Grants

Quinebaug Valley Council for the Arts and St. George’s School $300 Spanish American Center $12,500 Humanities $600 Todd H. Wetzel Fund Anna S. and Warren G. Davis Fund Olive I. and Anthony A. Borgatti Jr. Donor Discretionary Funds St. Joseph and St. Pius X Parishes $5,000 Advised Fund Leicester Savings Bank Fund Starhawks Youth Hockey $130 Quinsigamond Community College Christopher J. Paskell Memorial Fund St. Joseph’s Church $600 Foundation $76,480 Traina Family Youth Development Fund Straight Ahead Ministries, Inc. $1,250 Fairlawn Foundation Community Ministries Fund Shepherd Knapp School Fund St. Joseph’s Indian School $1,269 Carmen Tobin Nursing Scholarship Fund Patricia Fisher Fund Suffolk University Law School $1,000 Marla Maykel Fund Rachel’s Table $16,300 St. Jude Children’s Research Hospital $750 Jeanne Remillard Curtis Fund R MacLean Family Fund Temple Emanuel $4,170 Francis A. and Jacquelyn H. Harrington Human Paul E. Cohan Fund T St. Peter’s Church $1,850 Services Fund Theodore and Marjorie M. Deitz Fund Community Ministries Fund Youth for Community Improvement Fund Pelletz Family Fund Traina Family Youth Development Fund Rainbow Child Development Center $16,200 Temple Sinai $30,000 Salem Community Corporation $600 Fallon/OrNda Community Health Fund Temple Sinai Fund Gertrude Alice Johnson Fund Bozenhard Charitable Fund Lisi-Greene Fund Celeste and Dave Lionett Donor Advised Fund Tenacity $10,000 Discretionary Funds Rainbow Rescue Inc. $250 Salisbury Singers $1,500 Donna R. C. and John E. Sansoucy Fund Discretionary Funds Thayer Memorial Library $7,825 Rosemary Davis Memorial Fund Rangeley Lakes Heritage Trust $100 Salvation Army $1,600 Paul and Fay Rossley Fund Samuel Frank Charitable Fund Third Sector New England $3,000 Celeste and Dave Lionett Donor Advised Fund Mini-Grants Fund Rangeley Region Health Center $250 Paul and Fay Rossley Fund Save the Children $1,000 Thompson Ecumenical Empowerment Group Newell and Betty Hale Fund $2,000 Rectory School $500 Newell and Betty Hale Fund Newell and Betty Hale Fund Senior Citizen Club of Leicester $2,000 Leicester Savings Bank Fund The 300 Committee $300 Refugee & Immigrant Assistance Center Paul and Fay Rossley Fund $12,750 Seven Hills Foundation $1,224 Discretionary Funds Polly C. and Joseph R. Carter Fund Toy Town Partnership $2,300 Paul and Fay Rossley Fund Mini-Grants Fund Regional Environmental Council $17,500 Discretionary Funds Shrewsbury Public Library $18,000 Trinity Chapel $1,000 Main South Fund Olive I. and Anthony A. Borgatti Jr. Donor MacLean Family Fund Advised Fund Trinity Lutheran Church $30,663 Rural Cemetery and Crematory $12,784 Bozenhard Charitable Fund Community Ministries Fund Elizabeth Trumbull Barton Fund Paul and Fay Rossley Fund Jeppson Memorial Fund Saint John’s High School $1,000 Shrewsbury Youth and Family Services $400 Tri-Valley, Inc. $10,000 Argitis Family Fund S Olive I. and Anthony A. Borgatti Jr. Donor Eliza D. and Cora J. D. Dodge Fund Advised Fund Saint William Parish $500 Trustees of Reservations Argitis Family Fund South High Community School $10,000 Elkanah B. Atkinson Community and Discretionary Funds St. Andrew Lutheran School $169 Education Fund Edward W. Bettke Scholarship Fund South Worcester Neighborhood Improvement Twin Cities Community Development Corporation $2,093 St. Andrews Hospital $500 Corporation $15,000 South Worcester Neighborhood Center Growth Raymond P. Harold Memorial Fund Joseph A. Tosoni Fund Fund St. Anne and St. Patrick Parish $1,200 Twin City Youth Hockey Association $130 Southbridge Interfaith Hospitality Network Argitis Family Fund John Carter “High Five” Youth Hockey Fund $10,000 Christopher J. Paskell Memorial Fund St. Anne’s Human Services $2,500 Eliza D. and Cora J. D. Dodge Fund Gene J. DeFeudis Fund U.S. English Foundation $100 Southeast Asian Coalition of Central Bozenhard Charitable Fund U St. Ann’s Episcopal Church $2,500 Massachusetts $32,500 Gene J. DeFeudis Fund Fallon/OrNda Community Health Fund UMass Dartmouth Foundation $6,400 Worcester Credit Bureau Fund Paul J. Gramling Memorial Scholarship Fund for Compassionate Caregiving to People with Alzheimer’s Greater Worcester Community Foundation • 2010 ANNUAL REPORT 27 Grants

UMass Memorial Foundation $27,016 University of Massachusetts Graduate School Whitin Memorial Community Center $16,477 Hollis E. and Gwendolyn D. Alden Fund of Nursing $16,000 Discretionary Funds Dr. and Mrs. Edward Budnitz Fund Fairlawn Foundation Marjorie G. and Elmer E. Ellison Jr. Fund Lawrence M. and Augusta L. Keeler Fund Lillian R. Goodman and Mary K. Alexander Fallon/OrNda Community Health Fund Peter J. and Sophie Kosky Fund Fund for Nursing Education and Research Lawrence M. and Augusta L. Keeler Fund Max H. and Eloise A. Kuhner Memorial Fund University of Massachusetts Medical School Whitinsville Social Library $1,493 Peter H. and Catherine H. Levine Fund $5,000 Lawrence M. and Augusta L. Keeler Fund C. Bradford and Elizabeth C. Newell Fund Argitis Family Fund The John and Gloria Rauth Library Fund Lillian S. Pratt Fund Paul and Fay Rossley Fund VNA Care Network and Hospice $7,500 Why Me, Inc. $707 H. Arthur Smith Designated Fund Eliza D. and Cora J. D. Dodge Fund Charles E. Soule Paul Revere Insurance Group Harold Davis Woodbury Fund V Centennial Fund VSA Arts of Massachusetts $7,500 UMass Memorial Health Care $10,000 Discretionary Funds WICN Public Radio $10,592 Discretionary Funds Mini-Grants Fund Mini-Grants Fund Jiji’s Fund Worcester Credit Bureau Fund Wachusett Greenways $500 United Services, Inc. $500 Marla Maykel Fund W Henry Lee Willis Community Center $15,000 Newell and Betty Hale Fund Discretionary Funds Walther Lutheran High School $169 United Way of Central Massachusetts Edward W. Bettke Scholarship Fund Windham Country 4H Foundation $1,000 $176,121 Newell and Betty Hale Fund Elkanah B. Atkinson Community and WCUW, Inc., $10,000 Education Fund Discretionary Funds Winsor School $250 Frances M. Herron Fund Henry B. and Jane K. Dewey Fund Wellesley College $3,130 Paris and Marion S. Fletcher Fund Elkanah B. Atkinson Community and Woodstock Academy $1,000 Francis A. and Jacquelyn H. Harrington Fund Education Fund Newell and Betty Hale Fund David R. and Rosalie A. Grenon Fund Henry B. and Jane K. Dewey Fund for Wellesley $24,490 Arthur J. Remillard Jr. Fund College Robert and Helen E. Stoddard Fund George S. and Tammy Butler Fund United Way of Central Massachusetts Fund WGBH Educational Foundation $3,500 Morgan B. and Loretta R. Dewey Fund Henry B. and Jane K. Dewey Fund David R. and Rosalie A. Grenon Fund Newell and Betty Hale Fund Chapin Riley Fund Paul and Fay Rossley Fund Paul and Fay Rossley Fund Worcester Animal Rescue League $6,408 Rosemary Davis Memorial Fund Worcester Animal Rescue League Fund Worcester Area Mission Society $6,000 Whittier Family Charitable Gift Fund Worcester Art Museum $176,586 Bozenhard Charitable Fund Worcester Art Museum Booth Family Fund for Education and Outreach H. Paul and Sara B. Buckingham III Fund Martha A. Cowan Fund Jeanne Remillard Curtis Fund Theodore and Marjorie M. Deitz Fund Henry B. and Jane K. Dewey Fund David R. and Rosalie A. Grenon Fund Honee A. Hess Partnership with Children Fund Jeppson Memorial Fund Barrett and Mahroo Morgan Donor Advised Fund Barrett and Mahroo Morgan Fund John M. Nelson Fund Louise R. and John F. Reynders Fund Gail T. Randall leads the Foundation’s Nonprofit Support Center, which advances local Marvin Richmond Fund nonprofit leadership. Chapin Riley Fund Helen M. and Thomas B. Stinson Fund

28 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Grants

Worcester Center for Crafts $4,424 Worcester Evening Free Medical Service Worcester Technical High School $637 Olive I. and Anthony A. Borgatti Jr. Donor Program $5,114 Saul A. Seder Fund Advised Fund Alice C.A. Sibley Fund Worcester Telegram & Gazette Charitable Mini-Grants Fund Worcester Foundation for Biomedical Foundation $500 Louise R. and John F. Reynders Fund Research $2,868 Jeanne Remillard Curtis Fund Worcester Chamber Music Society $1,500 Hollis E. and Gwendolyn D. Alden Fund Worcester Women’s History Project, Inc. Olive I. and Anthony A. Borgatti Jr. Donor Theodore and Marjorie M. Deitz Fund $3,700 Advised Fund Frances F. Mansfield Fund Corinne Charron Turner Fund Worcester Common Ground $15,000 Worcester Historical Museum $121,452 Discretionary Funds Discretionary Funds Elkanah B. Atkinson Community and Education Worcester Youth Center $23,500 Micah Housing Corporation Fund Fund Discretionary Funds Barbara Allen Booth Fund Worcester Community Housing Resources The Pyle Fund Worcester Historical Museum Robert W. Booth $20,000 Youth Opportunity Fund Fund for Salisbury Mansion Discretionary Funds Robert W. Booth Fund for the Worcester Worcester Youth Orchestra $3,274 Worcester Comprehensive Child Care Services Historical Museum Jeppson Memorial Fund $3,050 Augusta H. Kressler, M.D. Fund Y.O.U., Inc. $53,750 Youth for Community Improvement Fund Worcester Historical Museum Fund Bozenhard Charitable Fund Y Worcester County Food Bank $3,857 Worcester Housing Authority $25,000 Discretionary Funds Isabel K. Arms Fund Discretionary Funds Fallon/OrNda Community Health Fund Jeanne Remillard Curtis Fund Marian B. Kubelus and Marian Zell Nesbit Harriet Miller Hight Education Fund with the Howard J. and Dorothy R. McGuiness Fund Memorial Fund Association of Colored Peoples Jeppson Memorial Fund for Brookfield Worcester Interfaith $7,500 Worcester County Horticultural Society James J. and Patricia A. Moynihan Donor Discretionary Funds $98,107 Advised Fund Elkanah B. Atkinson Community and Education Worcester Jewish Community Center $5,478 Irving N. and Annabel Wolfson Fund Fund Worcester Jewish Community Center Fund Bozenhard Charitable Fund YMCA of Central Massachusetts $59,974 H. Paul and Sara B. Buckingham III Fund Worcester Public Library Foundation $2,054 Polly C. and Joseph R. Carter Fund Polly C. and Joseph R. Carter Fund Clarence S. Arms Family Fund Discretionary Funds Sarah Daniels Pettit and William O. Pettit Jr. Mini-Grants Fund Fallon/OrNda Community Health Fund Fund Max H. Kuhner and Eloise A. Kuhner Fund $2,952 Worcester Tree Initiative Fund Stonewall Fund Marcia R. Katter Memorial Fund Worcester County Mechanics Association/ YMCA of Greater Hartford $46,500 Worcester Regional Research Bureau $7,755 Mechanics Hall $25,550 Newell and Betty Hale Fund Discretionary Funds Bozenhard Charitable Fund Worcester Regional Research Bureau Fund YouthNet $15,000 Julie Chase Fuller Endowment Fund for Youth Opportunity Fund Mechanics Hall Worcester Roots Project $10,528 Paul and Fay Rossley Fund Fairman C. Cowan Fund YWCA of Central Massachusetts $40,672 Discretionary Funds Bozenhard Charitable Fund Worcester County Poetry Association $4,122 Water and Land Stewardship Fund Children’s Christmas Fund Worcester County Poetry Association Founders Jeanne Remillard Curtis Fund Fund Worcester State University $129,000 Carolyn Knight Dik Fund Worcester County Poetry Association’s Worcester Olive I. and Anthony A. Borgatti Jr. Donor Discretionary Funds Review Fund Advised Fund Eliza D. and Cora J. D. Dodge Fund Fairlawn Foundation Worcester East Side Community Development Marla Maykel Fund Lillian R. Goodman and Mary K. Alexander Corporation $15,000 Partnership Fund Fund for Nursing Education and Research Discretionary Funds Providence & Worcester Railroad Company Fund Some amounts withheld by donor request.

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 29 Scholarships

reater Worcester Community Foundation’s Kathryn A. Elliott, Charlton Valerie V. LaFlash, Worcester G Taylor L. Entwisle, Sutton Erica R. LaFleche, Spencer scholarship program consists of over 100 different Rachael J. Erickson, Sutton Tiffany R. LaFrance, Cherry Valley scholarship funds established by generous individuals, David Estabrook, Acton Emily J. Lambert, Westminster Donna M. Evans, Worcester Hannah E. Lane, Auburn families, businesses or organizations to assist Central Alicia Farrington, North Brookfield Jonathan R. Lavallee, Webster Massachusetts residents in obtaining a college Emily K. Faucher, Worcester Hoai H. Le, Worcester education. Students apply to the program and, if eligible, Christine M. Fintzel, Millbury Monaye M. Leathers, Worcester Michael Fitzpatrick, Millis Eric J. LeBlanc, Leicester can be awarded one or more scholarships. Nicole Fitzpatrick, Oxford Michael J. LeBlanc, Dudley Jennifer M. Freeland, Oxford Phillip M. LeBlanc, Leicester Abigail B. Gadilauskas, Sterling Kiersten E. LeMieur, Templeton We congratulate the 2010 scholarship recipients and list Deanna J. Garceau, Princeton Catherine A. Lenis, Worcester them here. Total amount awarded: $555,114 Kyle C. Garceau, Princeton Gina M. Lento, Lunenburg Christopher L. Garry, Worcester Courtney L. Letourneau, Paxton Genea A. Gaulard, Oxford Christine E. Little, Brookfield Melissa K. Ackerman, North Brookfield Daniella Cappucci, Needham Samantha Gennari, Southborough Lorena Loci, Worcester Mercy Akomeah, Worcester Steven M. Carpenter, Lunenburg Rachel E. Gerhardt, Worcester Gabrielle B. Lucivero, Boylston Jessica Albrecht, Sturbridge Phillip M. Carron, Southbridge Madeleine A. Gibbons, Lancaster Scott P. Luro, Princeton Drew W. Allain, Worcester Priscilla Chan, Framingham Jonathan J. Gilbert, Worcester Charnele S. Luster, Warren Matthew J. Allen, Worcester Dimitrius M. Chapman, Worcester Rachel L. Gingras, Worcester Annie J. MacNeal, Worcester Tiffany Almeida, Groton Linda L. Chen, Shrewsbury Lauren Goodsitt, Jefferson Kristy L. Maguire, Millbury Toni L. Ambrogio, Whitinsville George R. Ciociolo Jr., Jefferson Jocelyn N. Gozdowski, Brookfield Stephanie A. Mahota, Oxford Spillane Amenayere, Worcester Maureen M. Coakley, Worcester Timothy M. Graham, Uxbridge Laura J. Malkiewich, Worcester Stephanie Audette, Spencer Natalie P. Coates, Worcester Lindsey Graver, Bellingham Lisa Z. Mao, Worcester Lauren Aukstikalnis, Maynard Ian Commerford, Holliston Hillary D. Greenhalge, Webster Erin E. Marcelonis, Oxford Rachael M. Bagwell, Worcester Lydia Consilvio, Auburn Monica J. Gribouski, Holden Rebecca A. Mardirosian, Oakham Juliana A. Bahnan, Worcester Megan M. Cooke, Charlton Joseph A. Ha, Worcester Daniel M. Marsden, West Boylston Adam E. Baldarelli, Sterling Joshua Cooper, Norwood Annaleisa Hackenson, Webster Kayla A. Martinez, Berlin Courtney Ballou, Webster David G. Cormier, Worcester Gavin J. Halloran, Worcester Nicholas Martino, Natick Adam E. Barbati, Acton Lauren M. Couturier, Ashburnham Brett M. Haschig, Westminster Isaac M. Matson, Baldwinville Joseph J. Barkus, Auburn Julianne Cox, Ashland Rodney Hazard, Worcester Rachael E. Maynard, Oxford Linda V. Barton, Worcester Timmary E. Coyne, Worcester Kayla T. Hazen, Worcester Lindsey N. Mazzone, Upton Jolene M. Belliveau, Millbury Molly M. Cronin, Worcester Rachel K. Heller, Medway Katie A. McDonald, Douglas Achelles I. Bellos, Worcester Lauren Cruikshank, Westford Samantha Hilton, Millis Maggie L. McDonald, Douglas Amelia E. Bellve, Hubbardston Craig N. Curelop, Leicester Kelsey L. Hobson, Ware Michael J. McGee, Worcester Chelsea E. Bengtson, Oxford Kathleen Curran, Holliston Sarah E. Hoffman, Medway Amy B. McInnes, Spencer Graham M. Bennie, Princeton Sarah A. Daigle, Sterling Myles Hohman, Littleton Brittany R. Miller, Worcester Laura Bercume, Leicester Tiffany R. Daley, Northborough Tyler Holman, Worcester Kelly A. Miller, Auburn Jacquelin A. Blair, Cherry Valley Catherine E. Danko, Shrewsbury Amy A. Holmes, Whitinsville Kimberly A. Miller, Auburn Kelley E. Blanchard, Worcester James E. Davock III, Medway James P. Hopkins, Worcester Brianna L. Millett, Leicester Beverly O. Boachie, Worcester Jamie L. Delaney, Worcester Deirdre E. Horan, Acton Ashley M. Millette, Auburn Katherine R. Bogosian, Worcester Chelsea B. Dellasanta, Worcester Sarena D. Horava, Medway Alexis V. Monette, Gardner Amanda Bolio, Oxford Aris DeMarco, Leicester Phuc T. Huynh, Worcester Ross A. Morin, Worcester Haley T. Bouchard, Uxbridge Justin T. DeMichele, Westborough Diane O. Ihebom, Worcester Kayla Morrison, Maynard Brian D. Breeden Jr., Worcester Cortney M. Desplaines, Spencer Hannah S. Illman, Maynard Katherine A. Mrazik, Southbridge Andrew J. Briand, Charlton Abil I. Dhee, Worcester Irina A. Jalon, Worcester Lisa Mues, Warren Nicholas A. , Worcester Geovanna I. Diaz, Worcester Julianne D. Jensen, Shrewsbury Bridget E. Murphy, Sutton Kathryn S. Brill, Worcester Marcela Y. Diaz-Cuello, Leominster Remy C. Jette, Shrewsbury Saadiya U. Mutawakil, Milford Abby L. Brisbois, Webster Vuong K.H. Diep, Worcester Laura A. Johnson, Boylston Jeffrey G. Needham, Worcester Alicia L. Brown, Oxford Andrea M. DiGioia, Boylston Patrick S. Johnson, Worcester Elizabeth Nelson, Lunenburg Rebecca S. Brule, Uxbridge Taylor C. Dimmick, Sutton Ashley E. Johnston, Westborough Samantha Nelson, Acton Adrianna L. Buduski, Worcester Jacqueline E. Dion, Sutton Colin J. Jonielunas, Worcester William J. Nelson Jr., Auburn Jennifer T. Bui, Worcester Matthew K. Dion, North Grafton Jessica Jorge, Oxford Nancy T. Nguyen, Worcester Peter Bui, Leicester Danyelle M. Doldoorian, Whitinsville Michael V. Josephs, Westborough Van T. Nguyen, Worcester Megan E. Burdek, Westborough Brendan Dooley, Worcester Julie A. Jyringi, Leicester Nicole R. Nikander, Fitchburg Manjunath Burdekar, North Oxford Brendan A. Doyle, Worcester Jessica L. Katz, Worcester Ryan T. Normandin, Uxbridge Kati-Jane Burdzel, Leicester Cassie P. Dresser, Dudley Ellen E. Keane, Boylston Michelle Ntori, Worcester Brendan M. Burke, Worcester Devin Driscoll, Milford Kyle P. Kelleher, Webster April E. O’Brien, Spencer Elizabeth W. Butterworth, Auburn Toni M. Dube, Princeton Matthew L. Kennedy, East Douglas Eileen M. O’Brien, Millbury John Butterworth III, Auburn Nicholas B. Ducey, Whitinsville Dennis Kim, Wayland Meghan Olbrys, Douglas Michael Campagna, Mendon Cassandra R. Duncanson, Worcester Andrea C. Kisiel, Worcester Darren O’Neil, Wayland Danna Cancel, Worcester Hillary Durkee, Fitchburg Jaclyn M. Kosciak, Northbridge Megan O’Neil, Framingham Cindy L. Cao, Worcester Brandon Dziokonski, Worcester Janine Kottmyer, Bedford Sean M. O’Quinn, Fitchburg Abigail M. Capone, Fitchburg Matthew S. Echelman, Southborough Cynthia F. Kyei-Akomeah, Worcester Meaghan A. O’Rourke, Sutton

30 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Scholarships

Rebecca Orsini, Dudley William J. Ratcliffe, Northbridge Michelle A. Sinclair, Auburn Tiffany Warren, Lunenburg Bedward L. Ortiz, Worcester Rachel S. Ravina, Rochdale Patrick R. Smalanskas, Holden Shannon E. Watterson, Worcester Katelyn M. O’Toole, Clinton Briannah W. Raymond, Sutton Andrea E. Smith, Milford Daniel Waugh, North Brookfield Joseph J. Padellaro III, Princeton Timothy G. Raymond, Princeton Jordan Stagg-Parmenter, Holliston Jarrett C. Weaner, Northbridge Danielle E. Paige, Worcester Juliann L. Reardon, Uxbridge Lauren Stanzler, Wellesley Hills Hannah M. Weinsaft, Hopkinton Alex J. Pappas, Webster Melissa Rhodes, Mendon Bryan J. Start, North Brookfield Christina Wetzel, Littleton Steven M. Parent, Leominster Matthew E. , Worcester Brett C. Stearns, Spencer Grace White, Medfield Jane L. Parker, Oxford Michele C. Richinick, Jefferson Samantha L. Stewart, North Oxford Michael White, Groton John C. Paul, Worcester Gabriella R. Riggieri, Worcester Alicia M. Strader, Oxford Samantha E. Whittier, Sutton Haillee L. Pavolis, Oxford Kelsey E. Rioux, Oxford Kerry Sullivan, Acton Daniel G. Wilkey, Sandwich Emily E. Pearce, Worcester Annie V. Rivera, Worcester Amanda L. Surrette, Worcester Ashley J. Williams, Auburn Joshua P. Pearson, Barre Patrick R. Rodgers, Clinton Jennifer Swain, Concord Justin G. Witkowski, Clinton Catherine N. Phillips, Webster Alex S. Rodriguez, Worcester Michael D. Szkutak, Northbridge Allison A. Wood, Shrewsbury Danielle I. Pingue, Worcester Amanda M. Roper, East Douglas Jill Thompson, Sudbury Rubby Wuabu, Worcester Sarah Plesh, Franklin Brittany L. Rotatori, Auburn Alexis J. Tomaszewski, Worcester Kimberly Zalatan, West Boylston Ashley C. Pond, Auburn Jeffrey M. Sabacinski, Webster Brendan L. Toohey, Princeton Weronika Zawora, Worcester Bryan D. Pope, Sterling Evelyn Saez, Worcester Peter L. Tran, Worcester Jacy Zichella, Milford Kathryn Potenzone, Hopkinton Akosua A. Sakyi, Worcester Shandi R. Trucheon, Leicester Jillian N. Zingarelli, Shrewsbury Kristin E. Poti, Worcester Chelsea V. Salmonsen, Sutton John M. Trumble, Worcester Lindsey M. Poulin, Oxford Yoshie Sasaki, Worcester Amanda M. Turnbull, Rochdale Marie C. Powers, East Brookfield Kimberley H. Saunders, Spencer Tucker P. Van Aken, Bolton Kevin P. Prior, Shrewsbury Elizabeth Schroeder, Medway Ian R. Van Luven, Gardner Brendan T. Quinlivan, Rutland Begum Sezer, Worcester Kristen J. Vriesema, Whitinsville Samantha L. Raillo, Rochdale Gina M. Sheehan, Shrewsbury Courtney E. Wade, Webster Every effort has been made to ensure Kelly A. Rambarran, Charlton Madison M. Shugrue, Worcester Lan Wang, Westborough the accuracy of this list. If we have Kelley A. Ramsey, Northbridge Rebecca A. Silk, Holden Monica C. Warren, Lunenburg made an error, please let us know.

Mayor Joseph C. O’Brien (center) and Brendan Donahue (right), Foundation corporators, mingle with members of Youth for Community Improvement at the 2010 annual meeting.

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 31 Financials

An overview of 2010

During 2010, Greater Worcester Community Foundation’s capacity to meet its mission increased over the prior year, thanks to a growth in fund value and the generosity of people whose bequests and gifts expanded our endowment.

The Foundation has a responsibility to our donors and to our community to ensure that philanthropic contributions given to us last forever. Gifts are invested in a commingled pool governed by a disciplined strategy that is intended to both preserve capital and improve the availability of spendable funds to meet our grant and program commitments.

The Foundation uses a total return spending policy and a maximum payout of 4% for grants from permanently restricted endowment funds. Rather than distributing net income, a total return approach allows spending of a fixed rate of total market value including realized and unrealized Investment Committee chairman Tom Bartholomew (right) gains. This policy enables the investment managers to and consultant Jeff Croteau review the Foundation’s maximize overall investment return, incorporating growth portfolio strategy. and income strategies, while minimizing the impact of market fluctuations. It is our aim that over many years and decades, this disciplined approach will support an increase in Target Allocation our capacity. Over the past 15 years, the Foundation portfolio Real Estate has grown more than 7% per year. 8% Diversied In ation Hedges 7% In this volatile economy, we attempt to manage risk through Global Equities extensive diversification. Among our investments are high- 35% Absolute yield bonds, international equities, and various sectors Return 10% including emerging markets, flexible capital, global macros, and inflation hedging strategies. The chart on this page describes our asset classifications and target allocation. The

High Yield detailed investment policy and up-to-date performance Bonds 10% evaluations are available by calling the Foundation office.

Long-Short Equity Hedge Funds 10% Core Bonds 20%

In this volatile economy, we attempt to manage risk through extensive diversification.

32 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Selected Financial Information

Years ended December 31, 2010 and 2009. Full financial statements are available upon request.

Consolidated Statements of Financial Position

2010 2009 ASSETS

Cash $ 79,109 $ 171,065 Investments 117,194,817 107,506,328 Split interest agreements 1,760,307 1,767,666 Remainder interest in real estate 1,149,228 1,034,853 Property and equipment, net 50,623 64,063 Other assets 716,044 57,746 TOTAL ASSETS $ 120,950,128 $ 110,601,721

LIABILITIES AND NET ASSETS

LIABILITIES Distributions payable $ 186,400 $ 447,425 Accounts payable and accrued expenses 62,151 67,824 Split interest obligations 838,613 854,226 Funds held as agency endowments 10,485,781 9,038,220 TOTAL LIABILITIES 11,572,945 10,407,695 NET ASSETS Unrestricted – operating reserves 925,509 866,916 Unrestricted – appreciation (depreciation) on permanently restricted net assets (1,131,449) (1,951,133) Total unrestricted (205,940) (1,084,217) Temporarily restricted 29,752,047 23,523,193 Permanently restricted 79,831,076 77,755,050 TOTAL NET ASSETS $ 109,377,183 $ 100,194,026 TOTAL LIABILITIES AND NET ASSETS $ 120,950,128 $ 110,601,721

Consolidated Statements of Activities

2010 2009 REVENUES Investment returns net of agency endowments $ 11,399,942 $ 19,318,554 Contributions net of agency endowments 2,898,883 1,807,119 Change in value of split interest agreements 104,598 171,375 Change in value of remainder interest in real estate 114,375 469,853 Other support 220,942 72,299 Total revenues 14,738,740 21,839,200

EXPENSES Distributions net of agency endowments 4,278,141 3,605,096 Operating expenses 1,277,442 1,232,640 Total expenses 5,555,583 4,837,736 Changes in net assets 9,183,157 17,001,464 NET ASSETS, beginning of year 100,194,026 83,192,562 NET ASSETS, end of year $ 109,377,183 $ 100,194,026

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 33 Committees

Appointed Committees Grantmaking Committees

Asset Development Committee Investment Committee The Auburn Foundation Mary B. Grogan Fund for Youth Michael D. Brockelman Thomas J. Bartholomew Patricia Bukoski Peter F. Keenan Jr. H. Paul Buckingham III William R. Carrick Rev. Robert Fenby Elaine Loehmann Joy C. Child James E. Collins Charles O’Connor Mary Lou Mulhane Ross K. Dik Dix F. Davis Arthur Pappas Gerald (Lee) Gaudette III Warner S. Fletcher Martha Pappas Jeppson Memorial Fund Dennis F. Gorman Abraham W. Haddad DMD Susan Pappas for Brookfield Carol L. Seager Jeffrey S. Solomon Thomas Turco James W. Allen Marvin S. Silver Amy Law Jeffrey R. Croteau, Prime Buchholz & Community Ministries Christine McManus Audit Committee Associates Rev. Robert S. Bachelder Brian Rossetti Ellen S. Dunlap Rev. Louis G. Bond Gerald (Lee) Gaudette III Nominating Committee Rev. Laura Goodwin Leicester Savings Bank Fund Dennis F. Gorman Ross K. Dik Robert Hallock Marjorie A. Cooper Patricia L. Jones Honee A. Hess Rev. Heather Kattan Steven P. Corley Moira Moynihan-Manoog Mónica E. Lowell Sandra Longvall-Johnson Paul A. Fontaine Christopher G. Mehne Susan Swanberg Karl E. Gumpright Auditor: Alexander, Aronson, Finning Scott Rossiter Rev. Richard Whitefleet-Smith Cynthia R. LaPointe & Co., PC Rev. Dan Wilson James O’Donnell Nonprofit Support Center Advisory Paul R. Rossley Distribution Committee Committee Fairlawn Foundation Yi-Hsin Chang Mark P. Bilotta Mary Aleksiewicz Water and Land Stewardship Fund Gerald M. Gates Ann E. Carlson Robert Anderson Henry W. Beth Steven G. Joseph Ellen S. Dunlap Karl Bjork Brendan T. Donahue Linda C. Looft Timothy J. Garvin Ann E. Carlson Allen W. Fletcher Michael Nigro Patsy C. Lewis John Duggan MD Stephen F. Gemelli Scott Rossiter Ann T. Lisi N. Lynn Eckhert MD Wyatt R. Wade Tuyet Tran Frederic H. Mulligan Shelley Hall Donna Williams Dori Vecchio Stephen M. Pitcher Robert Lian Kent dur Russell Youth for Community Improvement Governance Committee Matt Wally Fallon/OrNda Community Health Lailah Almazraawi Pamela K. Boisvert Carlton A. Watson Fund Alexandra Ambrose Ellen S. Dunlap Mark P. Bilotta Katie Bien Gerald (Lee) Gaudette III Karen Canas Maddie Boehm Gail T. Randall Dix F. Davis Mary Chalino Mary C. Ritter Henry L. Ferguson Loan Chau R. Joseph Salois Dorista J. Goldsberry Zulma Chavez Gary L. Segal Molly Eldredge Kelsa Zereski Emily Ellis Steve Kang Friends of Learning in Killingly Shaina Lo (FOLK) Eryl MacConnell Janice Ahola-Sidaway John Oliveras Susan Rees Jones Kris Toomey Ralph E. LaChance Angel Winston Paul D. Lefrancois Erin Wolosz Richard N. Rust Timothy J. Schmidt Paul R. Theroux Cathy E. Wade

GLBT Partnership Fund Cynthia L. Aiken Ross K. Dik Emily R. Ferrara Rodney M. Glasgow Jr. Judith Kirk Carol L. Seager

The Foundation hosts educational events that enable donors to share insights into community needs.

34 Greater Worcester Community Foundation • 2010 ANNUAL REPORT 2010 Corporators

Lawrence J. Abramoff Frederick G. Crocker Jr. James H. Harrington John G. O’Brien Sumner B. Tilton Jr. Robert C. Achorn Ralph D. Crowley Jr. Ernest S. Hayeck Joseph C. O’Brien David N. Tinsley Sara Trillo Adams Maritza Cruz John J. Healy Andrew B. O’Donnell E. Paul Tinsley Robert S. Adler Katie Curtin-Mestre John Herron Jr. David R. Ojerholm Rosalie Torres Stone Robb B. Ahlquist Jeanne Y. Curtis Honee A. Hess Vincent F. O’Rourke Jr. Lindsay A. Tosi Bruce C. Anderson Jill C. Dagilis John E. Hodgson Vincent J. Osterman Roger R. Trahan Jr Robert J. Anderson Dix F. Davis Kathryn Zingg Hunter Kevin O’Sullivan Margaret W. Traina James A. Andreoli Laurel A. Davis Michael E. Huppert Martha R. Pappas Richard P. Traina* John T. Andreoli Daniel de la Torre Jr. M Howard Jacobson Thoru Pederson Tuyet Tran David P. Angel Richard W. Dearborn Frances E. Jewers-Langille Deborah A. Penta Ann K. Tripp Michael P. Angelini Gene J. DeFeudis Patricia L. Jones Michael D. Peterson John A. Trobaugh Robert V. Antonucci James F. Delehaunty Maureen M. Kelleher Sarah D. Pettit Michael P. Tsotsis Ann Marie Argitis William P. Densmore Alison C. Kenary Paul M. Pezzella Charles R. Valade Robert S. Bachelder Henry B. Dewey Richard B. Kennedy Lisa A. Piehler Carmen D. Vazquez Dexter A. Bailey Morgan B. Dewey Robert M. Kennedy Cynthia N. Pitcher Wyatt R. Wade Joseph F. Barbato Jr. Ross K. Dik Priscilla S. Kerr John W. Polanowicz William D. Wallace Richard C. Barry David M. Dimenstein Mary E. Kett Karyn E. Polito Carlton A. Watson Thomas J. Bartholomew Iliana D’Limas Jean A. King Christine M. Proffitt Janice I. Weekes John E. Bassett Brendan T. Donahue Audrey Klein-Leach Richard L. Pyle Charles S. Weiss Dennis D. Berkey James C. Donnelly Jr. Barbara C. Kohin Raymond Quinlan James A. Welu Sarah G. Berry Dorothy A. Dudley Joyce R. Kressler Candace A. Race Meridith D. Wesby Henry W. Beth Francis X. Dufault Jr. Agnes E. Kull Hilda Ramirez Todd H. Wetzel Mark P. Bilotta Ellen S. Dunlap Deborah L. Larsen Scott R. Reisinger David H. White Janet A. Birbara David M. Dunn Thomas P. LaVigne Wendy J. Rickles Harry T. Whitin Maurice J. Boisvert N. Lynn Eckhert Robert E. Layne Mary C. Ritter Thomas J. Wickstrom Pamela K. Boisvert Stephen J. Erickson Thuha T. Le Sarai Rivera Jack L. Wolfson James Bonds Sr. Barbara Elliott Fargo Patsy C. Lewis Maria L. Rosado Gary R. Wood Melinda J. Boone Richard J. Fates Robert J. Lewis Melvin M. Rosenblatt David K. Woodbury George F. Booth II Saul F. Feingold Joseph Lian Jr. Scott Rossiter Janice B. Yost Sarah Ann Bowditch Peter S. Fellenz Robert Lian Paul R. Rossley Kelsa L. Zereski Cushing C. Bozenhard Gerald Fels Linda C. Looft Kent dur Russell Robert Zibinskas Karin Branscombe Scott T. Fenton Stephen B. Loring Francis M. Saba Marita Zuraitis Michael D. Brockelman Emily R. Ferrara Mónica Escobar Lowell Brenda K. Safford Denise H. Brookhouse Deborah E. Finch Rosemary Luddy Nancy H. Sala *Deceased Paula A. Brouillette Allen W. Fletcher John W. Lund* Andrew Salmon Matthew A. Brunell Mary F. Fletcher Susan M. Mailman R. Joseph Salois H. Paul Buckingham III Warner S. Fletcher Thomas D. Manning Kwasi Sarpong John H. Budd Terence R. Flotte Donata J. Martin Ralph F. Sbrogna Douglas P. Butler Jack L. Foley Pamela A. Massad Roberta R. Schaefer Gail E. Carberry Paul A. Fontaine Tod Masterman Paul F. Schlaikjer Esteban V. Cardemil David P. Forsberg C. Jean McDonough Paul F. Scully Jennifer Davis Carey Howard G. Freeman Michael C. McFarland Carol L. Seager Ann E. Carlson Mark W. Fuller Linda M. McGowan Rashid M. Shaikh William R. Carrick Helen F. Garcia Robert H. McLaren Francis P. Shea Kirk A. Carter Gerald M. Gates Cynthia M. McMullen Jay S. Sherwin Deborah D. Cary Gerald (Lee) Gaudette III Christopher G. Mehne John F. Shoro Matilde Castiel Bruce Gaultney Donald R. Melville Philip O. Shwachman Linda A. Cavaioli Stephen F. Gemelli Barbara W. Merritt Jonathan R. Sigel Francesco C. Cesareo Lisa Kirby Gibbs Peter Metz Marvin S. Silver Harriette L. Chandler Rodney M. Glasgow Jr. Erwin H. Miller Edward D. Simsarian Brian M. Chandley Lawrence J. Glick John O. Mirick Michael D. Sleeper Harold R. Chesson Jr. Dorista J. Goldsberry Ann K. Molloy Joshua Lee Smith Joy C. Child Dennis F. Gorman Charles F. Monahan Jr. William B. Smith Elaine M. Ciborowski Martha P. Grace Janet Wilson Moore Jeffrey S. Solomon James W. Coghlin Sr. John E. Graham Maureen F. Moorehouse John J. Spillane J. Christopher Collins Lois B. Green* Barrett Morgan Peter R. Stanton James E. Collins Martin J. Green Gail M. Morgan Carolyn J. Stempler Michael F. Collins Barbara E. Greenberg Laurance S. Morrison Joseph N. Stolberg P. Kevin Condron David N. Grenier James J. Moynihan Alan M. Stoll Marjorie A. Cooper David R. Grenon Moira Moynihan-Manoog William F. Sullivan Martha A. Cowan* J. Michael Grenon Frederic H. Mulligan J. Stephen Teasdale Kenneth C. Crater Veronica M. Griffin Thomas V. Murray Jr. George W. Tetler III Michael J. Crawford John Gusha Laura H. Myers Robert L. Thomas Timothy P. Crimmins Jr Abraham W. Haddad Robert Z. Nemeth Brian W. Thompson

Greater Worcester Community Foundation • 2010 ANNUAL REPORT 35 Board of Directors & Staff

BOAR D OF DIRECTORS STAFF

Ann T. Lisi President & CEO [email protected]

Diane S. Allain Accounting Manager Chair Vice Chair Treasurer Clerk [email protected] R. Joseph Salois Warner S. Fletcher Thomas J. Ellen S. Dunlap President Director Bartholomew President Pamela B. Kane Distributing Fletcher Tilton PC President American Senior Program Officer Bartholomew Antiquarian Society & Company [email protected]

Pamela Keogh CPA Director of Finance & Administration [email protected]

Christine R. Louis Officer at-Large Officer at-Large Director of Donor Relations [email protected] Gerald (Lee) Mary C. Ritter Robert S. Adler Dexter A. Bailey Gaudette III Vice President Managing Partner Vice President for President Fallon Community Seder & Chandler Advancement Gail T. Randall Gaudette Insurance Health Plan Worcester Polytechnic Special Projects Officer Agency Institute [email protected]

Joanne M. Reegan Finance Assistant & Human Resource Manager [email protected]

Lois A. Smith Senior Program Officer Pamela K. Boisvert Brian M. Chandley Dix F. Davis Gerald M. Gates [email protected] Vice President Vice President Allmerica (retired) Regional President Colleges of Worcester Southbridge American Stop Loss Kelly A. Stimson Consortium Savings Bank Donor Services Manager [email protected]

Jasmine Vasquez-Okutoro Administrative Assistant [email protected]

Jacqueline L. Williams Rodney M. Glasgow Jr. Dennis F. Gorman Mónica E. Lowell Ann K. Molloy Office Assistant Director of Diversity & Director Vice President Partner [email protected] Community Relations Fletcher Tilton PC UMass Memorial Mountain, Dearborn Worcester Academy Health Care & Whiting LLP

Frederic H. Mulligan Scott Rossiter George A. Tetler III Carlton A. Watson Chairman Chairman Partner Executive Director Cutler Associates, Inc. Lampin Corporation Bowditch & Dewey Henry Lee Willis Community Center

36 Greater Worcester Community Foundation • 2010 ANNUAL REPORT Ways to Give

Many options are available to those who contribute to Greater Worcester Community Foundation.

CREATE A NAMED FUND ADD TO AN EXISTING FUND With a gift of $10,000 or more, you can establish a named Each of our named funds accepts additional contributions of fund to create your personal legacy. You choose the type of any amount, giving donors the opportunity to support a cause, fund that best meets your goals, and we do the rest—handling honor a loved one, or express your values. A complete roster of all administration and grant making on your behalf. named funds is listed in the Annual Report and on our website. Your fund may be donor advised, scholarship, designated, discretionary, or field of interest. OR MAKE A PLANNED GIFT You can make a gift to the community that provides income Creating a fund is a permanent and powerful way of giving. and tax benefits now and after your lifetime supports your Your intentions are honored in perpetuity. Your money philanthropic goals. Ways to make a planned gift include enters a well-managed endowment that preserves capital • Naming the Foundation in your will or as the during tough times and extends the value and reach of your beneficiary of IRA assets giving. And because we are a public charity, you receive the • Transferring a life insurance policy, making premium maximum tax benefits allowed by law. payments tax-deductible • Donating retained real estate as a future gift while using the property throughout your lifetime You can contact the Foundation at 508.755.0980 • Setting up a pooled income fund gift, charitable gift or visit the website at www.greaterworcester.org annuity or charitable remainder trust

2010 Annual Report Production Credits

Production Manager: Kelly A. Stimson Writer: Susan Saccoccia Graphics: Atomic Design, Rob Zeleniak, Ingrid Mach and Linda Chadwick Printer: AM Lithography Corporation Photography: Tammy Woodard unless otherwise indicated

P 3: Courtesy of Worcester Telegram & Gazette P 4: Courtesy of the Barre Gazette P 5: Photography by Winthrop Handy P 6: Courtesy of the Herron family P 7: Courtesy of Mary K. Alexander P 9: Photography by Dan Vaillancourt P 10: Pearle L. Crawford Memorial Library, Courtesy of Worcester Telegram & Gazette Peter H. Levine, Courtesy of UMass Memorial John W. Lund, Photography by Dan Vaillancourt P 11: Salois Family, Photography by Tammy Woodard GLBT Partnership, Courtesy of Joel Greene Practical Education, Photography by Dan Vaillancourt All other New Fund photos supplied by fund donors P 12: Photography by Dan Vaillancourt P 13: Photography by Dan Vaillancourt P 21: Courtesy of Tenacity, Inc. P 31: Photography by Dan Vaillancourt P 36: Photography by Tammy Woodard and Courtesy of Board Members

Greater Worcester Community Foundation • 2010 ANNUAL REPORT Greater Worcester Community Foundation Nonprofit Org. 370 Main Street, Suite 650 U.S. Postage PAID Worcester, Massachusetts 01608.1738 Worcester, MA www.greaterworcester.org Permit No. 703

CHANGE SERVICE REQUESTED

THE ART OF GIVING

Our Mission To enhance our community, now and in the future, through philanthropic leadership.

Our Values We appreciate and trust the people of our community to work together to solve problems, build prosperity, and bring vitality to the lives of others.

Our community is a unified body of individuals from a rich array of backgrounds who contribute in unique ways.

We are a professional, compassionate steward of our donors’ gifts, which have been permanently entrusted to us for the purpose of improving lives and conditions.

Greater Worcester Community Foundation 370 Main Street . Suite 650 . Worcester . Massachusetts 01608.1738 508.755.0980 www.greaterworcester.org

Confirmed in Compliance with National Standards for U.S. Community Foundations