ANNUAL REPORT

Our Vision Transforms

G reater Worcester Community Foundation serves people who are inspired to enhance the world they call home. People who create funds with the Foundation have the clear-eyed compassion to see their community as it is ; the imagination to envision how it could be ; and the desire to make it so.

Few donors have extraordinary means—but each has an extraordinary impulse to improve their world. This creative impulse takes many forms. At the Foundation, each fund is an inspired act that expresses a donor’s values and vision.

By creating a fund with the Foundation, you can change your world for the better in your own way.

Each fund is singular; but it is backed by the benefits of scale. The Foundation pools donors’ funds and professionally invests this money to earn the highest returns. As your fund grows, it does more for your chosen causes. Every year, the Foundation distributes up to 4.5 percent of your fund as grants according to your wishes, and does so in perpetuity.

This year’s grants include $250 to stock a food pantry and a Foundation investment of $250,000 to expand training of health care workers. Community knowledge guides each grant to make sure that it counts. Our grantmaking process engages people who know the community best—your neighbors and fellow donors—as well as service providers who work daily to improve lives and conditions in Greater Worcester.

With a $10,000 gift or pledge, you can create your own charitable fund. Setting up a fund is simple and spares you the costs, work and risks of running a private foundation. The Foundation manages grantmaking and administration on your behalf, according to your wishes. The annual cost to you for all services, including investment fees, is just 1.8 percent* of your fund’s value.

What makes giving through the Foundation so effective and efficient is the citizen-run process at its heart. Our staff works with all-volunteer board members and committees to develop policies, evaluate proposals and review the impacts of grants. This community-building process transforms the participants as well as those who benefit from our gifts.

In this report, you will find a gallery of inspired donors and their funds. You may be among them. If not, we invite you to create a fund and improve life in your community in your own way.

* The annual cost for a scholarship fund is two percent of the fund’s value.

Exploring the Worcester Historical Museum: Generations of Worcester residents have used their minds, hearts and hands to create a community like no other. This creative spirit is also visible in the inspired giving of our donors. Our Vision Connects Letter to the Community

B y commingling energies as well as funds, we create common good.

Ross K. Dik, President and Ann T. Lisi, Executive Director

Our founders created an organization that enables us to Although our staff is serving an ever-larger circle transform our community by working together. We pool of donors and service providers, they remain a small not only our assets but also our visions and energies. group—just eleven people. They are developing skills to We put our individual visions to work within a common, provide even better services while meeting increasingly flexible structure that enables each of us to do more than aggressive goals. And they continue to guide the we could on our own. At same time, the growth of our volunteer committees who are at the heart of our model resources—including our relationships, knowledge and of community philanthropy. funds—expands what the Foundation as a whole can do for the community. This personal, face-to-face interchange connects service providers with new opportunities for growth and support One of the ways we are doing more is by deepening and keeps donors close to the good work—and needs—of our partnerships with nonprofits. As of 2007, the nonprofits serving Worcester County. By commingling Foundation’s Negotiated General Operating Support energies as well as funds, we create common good. pilot has provided three agencies with multi-year grants Thank you for taking part. that match the scale of their ambitions. Also in 2007, the board approved grantmaking to capital campaigns, opening a new avenue for us to strengthen nonprofits. Our board and staff are also striving to do more by making efficient use of our human and financial Ann T. Lisi, Executive Director resources. We have adopted best practices that help us to manage our growth. For example, the board has developed a strong governance committee and embraced succession planning. Now, as board leadership shifts, we Ross K. Dik, Chair of the Board and President can maintain continuity while giving our new chair the May 2005 to May 2008 opportunity to have fresh impact.

2 Greater Worcester Community Foundation • 07 ANNUAL REPORT Greater Worcester Community Foundation 2007 In Review

By the Numbers Total Assets as of December 31 160 Total assets $134,454,960 Gifts to new & existing funds $5,677,569 140

Investment returns 9.1% 120

Grant dollars distributed $4,666,672 100 Number of grantees 352 80 New Funds 26 Total Named Funds 403 60

Community Volunteers 473 40

20 Key Accomplishments

Dollars (Millions) 0 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 • Awarded grants totaling $2.7 million from discretionary, field-of-interest and committee advised funds, and $2 million from agency, designated, donor advised and scholarship funds. Contributions Received 8

• Presented a total of $499,937 in scholarships to 7

340 recipients selected from 600 applicants in a review 6 process that engaged more than 150 volunteers. 5

• Grew total assets to $134.4 million with investment 4 returns of 9.1%, $5.7 million in gifts to 120 funds, 3 including 26 new funds. 2 • Launched DonorCentral, an online tool that enables 1 donors to securely access fund balances, grant activity

and gift history; view and research funding Dollars (Millions) 0 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 opportunities; and recommend grantees.

• Conducted 13 programs through the Nonprofit Support Center for 274 participants from 107 nonprofits. Grants & Scholarships Approved 7

• Held the fifth annual Insights Tour, bringing together 6 donors and service providers to explore needs of newly- arrived immigrants in the region and services to meet 5 their needs. 4

3

Since our founding in 1975, we’ve 2 received nearly $100 million in gifts and 1 awarded more than $60 million in grants.

Dollars (Millions) 0 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007

Greater Worcester Community Foundation • 07 ANNUAL REPORT 3 Protect

4 Greater Worcester Community Foundation • 07 ANNUAL REPORT The Jeppson Memorial Fund A family rooted in Worcester nurtures its home

W hen the Brookfield librarian saw that her young patrons were not using bicycle helmets, she and the police chief organized a Bike Safety Program, complete with prizes for students—50 free helmets. A grant from the Jeppson Memorial Fund provided most of the program’s $1,400 budget.

Other grants have upgraded the Fire Department’s communications system and supplied the town with playground equipment, cherry trees, and curtains for the town hall. “Each year’s grants total about $7,000,” says John Jeppson II, whose grandfather John Jeppson I (1840 - 1920) was among the founders of the Norton Company. “The money is well used. We’re happy to see all that it does for the town.”

Like his father, George Jeppson (1873 - 1962), John served as president and CEO of the Norton Company. Now that he is retired, John and his wife Marianne live year-round at Oakholm, a dairy farm in Brookfield that his parents bought as a summer home in 1925. Four generations of Jeppsons gather at Oakholm for family celebrations. John and Marianne Jeppson host four generations of Jeppsons at Oakholm, a farm in Brookfield that is their home. The town is just one of the designated beneficiaries of the Jeppson Memorial Fund. Each year the Foundation its second year. “We did it to preserve our assets and use distributes a portion of the endowed fund to grantees their income forever for the good of Worcester County,” that represent the abiding interests of the family. says John. “We wanted to put money back into the community that has been so good to us. The Jeppsons created their fund 30 years ago by transferring most of the money in their family “The Foundation’s many advantages include professional foundation, about $1.1 million, to Greater Worcester investment of funds,” John continues. “While providing Community Foundation. Their large gift helped to annual grants in perpetuity to the causes we care about, ensure the survival of the community foundation, then in our fund has grown almost fourfold.”

W hile providing annual grants in perpetuity to the causes we care about, our fund has grown almost fourfold. John Jeppson II

On left: The Brookfield Fire Department upgraded its communications system with a grant from the Jeppson Memorial Fund.

Greater Worcester Community Foundation • 07 ANNUAL REPORT 5 Maureen Hendrickson Memorial Scholarship Fund A beloved teacher continues to touch young lives

Maureen Henrickson Memorial Scholarship. “Sometimes the corn snake or guinea pig got loose, which raised havoc. We’d read in the Bat Cave—a desk under a black curtain—and organize food drives for the animal shelter. I gained my interest in science in Mrs. Henrickson’s class. She was a great teacher.”

When Maureen Henrickson died of breast cancer in 2003, her school was overwhelmed by grief—and a desire to honor her. Hundreds of small gifts poured in for a scholarship. “It just blossomed,” says Judy Rutelonis, who with fellow teacher Barbara Wrenn collected the gifts. Maureen’s friends raised money from raffles, bake sales, and craft fairs. Judy sold photographs of Sutton scenes like Waters Farm. On designated “Jeans Days,” teachers wore denim and donated $5 each toward the scholarship.

By 2005, the school and its friends raised enough money to establish an endowed fund with the Foundation that will award an annual scholarship to a Sutton High School graduate in perpetuity. “Maureen will keep touching the lives of kids in Sutton,” says Judy.

Maureen Henrickson’s fellow teachers celebrate her life with Recipients need not be top scholars like Matthew. a scholarship. “Maureen always had an eye out for the underdog who needs a chance,” says Barbara.

Maureen Henrickson taught third grade at Sutton Giving people a chance to live longer and healthier Elementary School for 32 years. She inspired lives motivates Matthew. Now in his first year at the imagination, curiosity, and compassion in her students, University of Rhode Island, he plans a dual major in who learned not just from books but also from her biomedical and electrical engineering. “New technologies Noah’s Ark of animals. are changing medicine,” says Matthew. “I hope to work in research that leads to cures.” “We’d play with the animals and take them out at recess,” says Matthew D. Sampson, 2007 recipient of the Maureen Henrickson would be proud.

M aureen will keep touching the lives of kids in Sutton. Judy Rutelonis

On right: Sutton High School students show off the T-shirts they received from their cherished third-grade teacher.

6 Greater Worcester Community Foundation • 07 ANNUAL REPORT Grow

Greater Worcester Community Foundation • 07 ANNUAL REPORT 7 Heal

8 Greater Worcester Community Foundation • 07 ANNUAL REPORT Alice Sibley Fund Transforming lives through the gift of sight

Until recently, uninsured Worcester residents with glaucoma or cataracts had to live with vision loss.

But in 2007, more than 80 people without health insurance regained their eyesight at Great Brook Valley Health Center, thanks to Alice C.A. Sibley.

Alice Sibley died in 1968 at the age of 92, seven years after the death of her husband, J. Otis Sibley, a prominent lawyer. Alice took neither her eyesight nor her family’s good fortune for granted during her long life. She herself had retina surgery and she funded a neighbor’s eye operation.

In her will, Alice created a charitable trust to provide medical eye care to Worcester residents who cannot pay for such treatment. In 2004, after the death of her son and sole heir, her bequest created an endowed fund that will fulfill her wishes in perpetuity.

A 2007 grant of $25,849 from the Alice C.A. Sibley Fund enabled the Health Center to treat all of its patients in need of eye surgery. The grant funded pre-and-post Alice Sibley, here with her husband and son, continues to transform the lives of others. operative support associated with 53 cataract surgeries at Tufts Medical Center in Boston and Worcester Medical Center as well as 30 on-site laser surgeries for glaucoma. Grateful clients include Jose Farfan, 44, who lost his job when untreated diabetes led to vision loss. After surgery, “State and federal programs reimburse our he saw the faces of his caregivers for the first time and ophthalmologist’s services to low-income clients,” says soon regained employment. Toni McGuire, president and CEO of the Health Center, whose patients often lack health insurance and speak a “Cataracts blur vision and, if neglected, lead to language other than English. “The grant funded the staff blindness,” says Jean Keamy M.D., the Health Center’s who guide patients through treatment such as medical ophthalmologist. “Our patients are restoring their interpreters and case workers.” independence along with their eyesight.”

O ur patients are restoring their independence along with their eyesight. Jean Keamy, M.D.

On left: Dr. Jean Keamy brings ophthalmology services to Great Brook Valley Health Center, where many patients lack health insurance.

Greater Worcester Community Foundation • 07 ANNUAL REPORT 9 Barbara Allen Booth Fund Making history come alive

nation and region. A long-time donor and trustee of the Worcester Historical Museum, Mrs. Booth worked with the museum to turn the papers of her father-in-law George W. Booth (1870 -1955), publisher of the Worcester Telegram, The Evening Gazette and the Sunday Telegram , into a memoir. She and her brother-in-law, the late Robert W. Booth, funded the museum’s main exhibition gallery.

“History helps people see their lives in a larger context,” says William D. Wallace, executive director of the Worcester Historical Museum. “Understanding our relationships to one another enriches our sense of our community and ourselves. This bigger picture is very important to Mrs. Booth.”

Barbara Booth is eager to help the museum tell a larger story of Worcester and its people. Now an honorary trustee of the museum, she helped to fund the initial architectural studies of its future home at the Worcester Blackstone Visitor Center. In its new quarters, the museum will double its exhibition space, gain riverside acreage, and create programs with other nonprofits that incorporate all dimensions of life in the region, from the arts and industry to ecology and civics.

“The fund grows as a future resource for the executive director,” Looking forward to preserve the past, Barbara Booth says Barbara Allen Booth. turned to the Foundation to create an endowed fund that will support the Worcester Historical Museum in Barbara Allen Booth grew up in rural Spencer on land perpetuity. that her “grandfather’s grandfather” received for his service in the Continental Army under the command of “The fund grows as a future resource for the executive General Washington. director,” says Barbara Booth, who celebrates her 97th birthday in 2008. “Creating the fund was a good decision. When she became Mrs. Howard M. Booth, she continued The Foundation husbands my money on behalf of the to connect the history of her family with that of the museum. And I don’t need to do any work.”

The Foundation husbands my money on behalf of the museum. And I don’t need to do any work. Barbara Allen Booth

On right: “History helps people see their lives in a larger context,” says William D. Wallace, executive director, Worcester Historical Museum, with young visitors.

10 Greater Worcester Community Foundation • 07 ANNUAL REPORT Explore

Greater Worcester Community Foundation • 07 ANNUAL REPORT 11 Preserve

12 Greater Worcester Community Foundation • 07 ANNUAL REPORT Donna R. C. and John E. Sansoucy Fund A grateful family cares for its neighbors

In December 2006, Donna and John Sansoucy decided to establish a charitable fund. They had enjoyed a good year with their business, Sansoucy Stone, Inc. But it was not just the prospect of a tax break that attracted the couple. “We want to give back to our community,” says Donna, “and we started while we had the opportunity. Now, we can give every year no matter how our business is doing. And as our fund grows, we can give more.”

With a $10,000 gift to the Foundation, John and Donna created a donor advised fund. “We can adapt our grant recommendations as our interests evolve,” says Donna.

In the first year, the fund grew by 20 percent while providing small grants to Moore State Park in Paxton; Abby’s House, which serves homeless and battered women and children; and Why Me & Sherry’s House, which gives families with childhood cancer love, support and free lodging. The three grantees are within a few miles of the Sansoucys’ home in Paxton and their business in Tatnuck Square, Worcester, which was founded by John’s grandfather in the 1930s.

“Our world is small,” says Donna. “Our family hikes in Moore State Park. We know Abby’s House, where women gain a new beginning. And Why Me & Sherry’s House, John and Donna Sansoucy enjoy the flexibility of their donor advised fund. right here in Tatnuck Square, is a fantastic place.” without a lot of means can make a difference. I think of Donna and John enjoy making their small world better. this as a starting point. We’ve begun giving back to the community that has been good to us. We can continue to “We own a stone yard,” says Donna. “We work and save do this throughout our lives as well as the lives of for college and retirement just like everyone else. People our children.”

I think of this as a starting point. We’ve begun giving back to the community that has been good to us. Donna Sansoucy

On left: One of the Sansoucys’ first grants was to Moore State Park in Paxton, a favorite place for family hikes.

Greater Worcester Community Foundation • 07 ANNUAL REPORT 13 John W. Lund Fund Community Service Award Engaging Clark University in community change, one person at a time

chooses the recipient of the John W. Lund Community Service Award, which comes with a cash prize of more than $6,000.

“By creating a fund, you can carry on your own way of bettering the world,” says Jack, a founder of Greater Worcester Community Foundation. “This award will continue to encourage interaction between Clark and Worcester long after I’m gone.”

“Jack understands the power of individuals to change their community,” says Clark President John E. Bassett, Ph.D. “Jack’s award and the values it promotes have become integral to Clark and its mission.”

The 2004 award recipient, Tina Zlody, combines her job as secretary of Clark’s Visual and Performing Arts Department with year-round volunteer work nurturing Worcester County’s cultural assets. “The two feed off each other,” says Tina. “This award will continue to encourage interaction between Clark and Worcester long after I’m gone,” says Jack Lund. Tina heads stART on the Street, a group whose annual arts festivals draw more than 22,000 people into the city. “Through the arts, we bring to light all that Worcester Jack Lund has audited courses at Clark University for has to offer,” says Tina. At the events, Clark art students decades. He also sees the value of Clark beyond the earn credits as Tina’s interns and sell their works. And classroom, as a catalyst of community change. at Clark’s Traina Center for the Arts, Tina hosts stART fundraisers and exhibits local artists. In 1993, he established the John W. Lund Fund, which each year recognizes a Clark student, faculty Tina’s passion to invigorate Worcester is inspired by member or staff person who makes an extraordinary her parents, the late Drs. Maureen and Rudolph Zlody, contribution to the quality of life in Worcester. With psychologists who taught at Holy Cross College. “My the recommendations of the university’s Office of parents instilled in me that we live in a brilliant world,” Government and Community Affairs, the Clark president says Tina, “and that it’s up to us to make it shine.”

By creating a fund, you can carry on your own way of bettering the world. Jack Lund

On right: “Through the arts, we bring to light all that Worcester has to offer,” says Tina Zlody.

14 Greater Worcester Community Foundation • 07 ANNUAL REPORT Shine

Greater Worcester Community Foundation • 07 ANNUAL REPORT 15 Grantmaking

The Foundation makes grants in six key areas: arts submits just one application to become considered for and culture, community and economic development, all scholarships that suit their qualifications. Donors education, environment, health, and human services. establish the criteria for their awards, which vary from We invite grant applications from all 501(c)(3) nonprofit $250 to more than $6,000, and many are renewable organizations residing in Worcester County. throughout the student’s education. Applications are available in paper and electronic form between early Following are competitive grant opportunities offered by February and late March. Most awards are announced by the Foundation: the end of June.

Discretionary, field-of-interest and committee-advised The following grants are recommended by fund-holders: grants enable the Foundation to respond quickly to pressing community needs. Twice a year, our board’s Donor advised grants express the interests and priorities Distribution Committee reviews applications for of the donors or their designated advisors, who may discretionary and field-of-interest grants. Volunteers make grant recommendations at any time throughout the appointed by our board or donors annually review year. Nonprofits are not usually required to submit an proposals for committee-advised grants. Grants in these application. three categories range in size from $250 to more than Agency and designated grants provide nonprofits with $300,000, depending on fund resources, and support ongoing support from endowment funds created by their strategic planning, programmatic activities, and technical boards or by others for their benefit. Grants from agency improvements. and designated funds require the compliance of the Scholarship awards are granted by the Foundation each organization’s board prior to disbursement and may be year from more than 90 scholarship funds designated distributed automatically on an annual basis. Grants may for college-bound residents of Central Massachusetts. be for general operating costs, special projects, capital Most awards are for graduating high school seniors; but expenditures, or emergency needs. some support older adults returning to school. A student

Grants Approved by Broad Category in 2007

0$100,000$200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 $900,000 $1,000,000

Arts and Culture $636,400

Community Development $309,536

Education $1,199,222

Environment $170,382

Health $960,176

Human Services $1,390,956

Grant Totals Discretionary, Field of Interest and Committee Advised Funds Designated and Agency Funds $$4,666,672 Scholarship Funds Donor Advised Funds

All 501(c)(3) nonprofit organizations and students residing in Worcester County are invited to call or visit www.greaterworcester.org for complete grant and scholarship guidelines.

16 Greater Worcester Community Foundation • 07 ANNUAL REPORT Grants

Some amounts withheld by donor American Antiquarian Society Auburn Christian Fellowship Paul and Fay Rossley Fund $250 request. Bozenhard Charitable Fund $500 Henry B. and Jane K. Dewey Fund $1,500 Gordon Iver and Dorothy Brewer Erikson Auburn Community Assistance Fund A Fund $750 The Auburn Foundation $5,000 The Hedin Family Memorial Emergency A.P.P.L.E. Seed, Inc. Jeppson Memorial Fund $13,394 Fund $100 Jeppson Memorial Fund for Brookfield $1,800 American Jewish Joint Distribution Committee, Inc. Auburn District Nursing Association The Auburn Foundation $3,000 Abby’s House Glenda and Arthur Wolpert Fund $3,500 Isabel K. Arms Fund $869 Wynne L. Chase Fund $8,453 American Red Cross of Central Auburn Historical Museum Elizabeth A. Culhane Memorial Fund $407 Massachusetts The Auburn Foundation $2,000 Ethel S. Cunningham Fund $4,553 Fairlawn Foundation Fund $100,000 Eliza D. and Cora J. D. Dodge Fund $18,000 Judge and Mrs. William Garbose Fund Auburn Senior Center Celeste and Dave Lionett Donor Advised $1,000 The Auburn Foundation $1,815 Fund $200 David R. and Rosalie A. Grenon Fund $1,250 Auburn Youth & Family Services C. Jean and Myles McDonough Fund $1,000 Lionel M. and Cynthia E. Lamoureux Fund Discretionary Funds $10,000 Lillian S. Pratt Fund $20,000 $500 Donna R. C. and John E. Sansoucy Fund Negotiated General Operating Support Fund Audio Journal $200 $250,000 Discretionary Funds $10,000 Mini-Grants Fund $2,500 Access Community Action Agency American Technion Society Glenda and Arthur Wolpert Fund $5,000 Newell and Betty Hale Fund $1,000 B ADVISE (Against Domestic Violence In Andover Newton Theological School Bancroft School Shrewsbury) Trust in Kids Fund $2,923 Jeppson Memorial Fund $20,000 Olive I. and Anthony A. Borgatti Jr. Donor Paul and Fay Rossley Fund $100 Advised Fund $500 Anna Maria College Youth Opportunity Fund $7,500 Maureen Logan Coghlin Fund African Community Education Bar Harbor Historical Society Program Anonymous Grantees (2) Gordon Iver and Dorothy Brewer Erikson Francis A. and Jacquelyn H. Harrington Nonprofit Support Center Organization Fund $250 Human Services Fund and Discretionary Assistance Fund $30,000 Funds $12,500 Barton Center for Diabetes Education Arc of Quinebaug Valley David R. and Rosalie A. Grenon Fund $500 AIDS Project Worcester Newell and Betty Hale Fund $200 Eliza D. and Cora J. D. Dodge Fund $20,000 Becker College ArtsWorcester Elkanah B. Atkinson Community and Al-Hamra Academy Fund for the Arts and Humanities and Education Fund Khazma A. Soffan Memorial Fund $2,416 Discretionary Funds $12,500 Fairlawn Foundation Fund $10,000 George and Anna Krikorian Family Fund $15,000 All Saints Episcopal Church Athol Area YMCA Leicester Savings Bank Fund $5,000 Sarah Daniels Pettit and William O. Pettit Winifred Meany Killay and Matthew Meany The Pyle Fund $8,000 Jr. Fund $748 Memorial Fund $2,000 Helen M. and Thomas B. Stinson Fund $244 Athol Bird and Nature Club Big Brothers/Big Sisters of Central Alternatives Unlimited, Inc. Discretionary Funds $10,000 Mass/Metrowest Worcester Credit Bureau Fund $10,000 Norman L. and Dorothy A. Sharfman Fund Auburn Birdbanding Research Team $18,000 Alzheimer’s Association, The Auburn Foundation $1,500 Blackstone Valley Art Association Massachusetts Chapter Worcester Credit Bureau Fund $7,320 Celeste and Dave Lionett Donor Advised Fund $100

Greater Worcester Community Foundation • 07 ANNUAL REPORT 17 Grants

Blackstone Valley Boys & Girls Club Bridge of Central Massachusetts Children’s Friend Norman L. and Dorothy A. Sharfman Fund Andrew N. Ahlfors and Helmi E. Ahlfors Eliza D. and Cora J. D. Dodge Fund $35,000 $5,000 Fund, Sumner Lee Sharfman Fund and Fallon/OrNda Community Health Fund Discretionary Funds $16,000 $19,000 Blackstone Valley Chamber of Paul J. and Dorothy B. Kervick Fund $547 Commerce Education Foundation Brigham and Women’s Hospital Mini-Grants Fund $2,500 Mary B. Grogan Fund for Youth $1,028 Glenda and Arthur Wolpert Fund $1,000 Louise R. and John F. Reynders Fund $418 Youth for Community Improvement Pass- Boothbay Harbor Memorial Library Brookfield Elementary School Through Grantmaking Fund $3,000 Raymond P. Harold Memorial Fund $811 Jeppson Memorial Fund for Brookfield $2,750 Christ Church Boothbay Railway Village Newell and Betty Hale Fund $8,000 Paul and Fay Rossley Fund $1,000 Brookfield Police Department Jeppson Memorial Fund for Brookfield Christ Episcopal Church Boothbay Region Land Trust $1,000 Newell Hale Memorial Fund $972 Raymond P. Harold Memorial Fund $500 Brookfield Unitarian Universalist City of Worcester Division of Elder Boothbay Region YMCA Church Affairs Raymond P. Harold Memorial Fund $2,500 Chesson Family Fund $712 Discretionary Funds $15,000

Bosler Humane Society Clark University Bosler Humane Society Fund $2,111 C Bozenhard Charitable Fund $100 Rosemary Davis Memorial Fund $2,000 The CASA Project Greater Worcester Community Scholarship Discretionary Funds $15,000 Fund: Ruth and John Adam Founders Boston Athenaeum $163,713 Elkanah B. Atkinson Community and Central Massachusetts Area Health John W. Lund Fund $6,520 Education Fund Education Center Paul and Fay Rossley Fund $2,600 Fallon/OrNda Community Health Fund Boston Lyric Opera/Opera New $20,000 Coastal Maine Botanical Gardens England Raymond P. Harold Memorial Fund $500 Newell and Betty Hale Fund $2,000 Central Massachusetts Housing Alliance, Inc. College of the Atlantic Boston Poultry Exposition Discretionary Funds $10,000 Gordon Iver and Dorothy Brewer Erikson John P. Castagnetti Memorial Fund $541 Fund $1,500 Central Massachusetts Muscular Boys & Girls Club of Webster Dudley Dystrophy Association College of the Holy Cross Hugh W. and Harriet K. Crawford Fund Charles E. Soule Paul Revere Insurance Mini-Grants Fund $2,500 $25,000 Group Centennial Fund $600 Discretionary Funds $7,000 Community Foundation of the Central Massachusetts Regional Tri-County Area Boys & Girls Club of Worcester Library System Newell and Betty Hale Fund $500 Polly C. and Joseph R. Carter Fund $1,500 Discretionary Funds $5,035 David R. and Rosalie A. Grenon Fund $500 Community Harvest Project Robert G. and Eliza C. Hess Fund $1,042 Centro Las Americas H. Arthur Smith Fund $12,500 Peter J. and Sophie Kosky Fund $699 Lorraine Crepeau Fund and Discretionary Main South Fund and Discretionary Funds Funds $10,000 Community Healthlink, Inc. $15,000 Discretionary Funds $10,000 Lorraine Crepeau Fund $15,000 Sonia Werblin Masterman Fund $1,556 Fallon/OrNda Community Health Fund Marla Maykel Fund $7,500 Charlton Historical Society $20,000 The Pyle Fund $5,000 Mini-Grants Fund $2,500 Frances F. Mansfield Fund $1,083 Paul and Fay Rossley Fund $250 Corinne Charron Turner Fund and Discretionary Funds $18,000

18 Greater Worcester Community Foundation • 07 ANNUAL REPORT Grants

Connecticut Audubon Society E EQUAL, East Quabbin Alliance at Pomfret Norman L. and Dorothy A. Sharfman Fund Eagle Hill School Newell and Betty Hale Fund $500 and Discretionary Funds $10,000 Glenda and Arthur Wolpert Fund $2,500

Connecticut Farmland Trust, Inc. East Douglas Evergreen Cemetery Newell and Betty Hale Fund $1,000 Company F East Douglas Evergreen Cemetery Company Family Health Center Cystic Fibrosis Foundation Fund $20,000 Eliza D. and Cora J. D. Dodge Fund $51,000 Anonymous Fund $100 Fallon/OrNda Community Health Fund Paul and Fay Rossley Fund $500 East Highland Neighborhood $27,589 Association Cystic Fibrosis Research, Inc. Family Services of Central Mini-Grants Fund $1,000 Paul and Fay Rossley Fund $200 Massachusetts East Quabbin Land Trust Eliza D. and Cora J. D. Dodge Fund $12,000 Dana Hall School John M. Nelson Fund $1,000 Discretionary Funds $10,000 Hollis E. and Gwendolyn D. Alden Fund Water and Land Stewardship Fund and $885 Rosemary Marble Harris Fund $4,022 Finnish American Reporter Finnish American Social Club Fund $4,648 D Easter Seals of Massachusetts Anonymous Fund $100 Finnish Center at Saima Park Dana-Farber Cancer Institute Hollis E. and Gwendolyn D. Alden Fund Finnish Heritage Foundation Fund $500 Paul E. Cohan Fund $100 $885 David R. and Rosalie A. Grenon Fund $1,000 Finnish Heritage Society, Sovittaja Day Kimball Hospital Charles E. Soule Paul Revere Insurance Finnish Heritage Foundation Fund $500 Newell and Betty Hale Fund $15,000 Group Centennial Fund $2,000 First Church of Christ Unitarian Department of Social Services Kids EcoTarium Elkanah B. Atkinson Community and Fund, Inc. Elkanah B. Atkinson Community Education Fund WTAG Christmas for Children Fund and Education Fund $30,000 Bozenhard Charitable Fund $250 First Congregational Church Jeanne Remillard Curtis Fund $1,000 of Douglas DIAL SELF Teen Services Rosemary Davis Memorial Fund $81,419 First Congregational Church of Douglas Joseph A. Tosoni Fund, Shepherd Knapp Dana L. DeAngelis-McDonald Memorial Endowment Fund $27,000 School Fund and Discretionary Funds Fund $10,000 Discretionary Funds $19,000 First Congregational Church David R. and Rosalie A. Grenon Fund $500 of Shrewsbury Diocese of Worcester Frances F. Mansfield Fund $1,083 Argitis Family Fund $1,200 Elder Services of Worcester Paul and Fay Rossley Fund $500 Paul J. and Dorothy B. Kervick Fund $547 Area, Inc. H. Arthur Smith Designated Fund $3,415 First Congregational Church, UCC Dismas House of Central Harold Davis Woodbury Fund $1,006 Paul and Fay Rossley Fund $500 Massachusetts Worcester County Deputy Sheriffs Elm Park Center for Early Childhood First Congregational Parish, Association Fund and Discretionary Education Unitarian Funds $10,000 The Elm Park Center for Early Childhood First Congregational Parish, Unitarian Fund Education Scholarship Fund $4,643 $2,390 Doctor Franklin Perkins School Discretionary Funds $5,000 Elm Park Children’s Fund First Night Worcester Mini-Grants Fund $1,060 Discretionary Funds $10,000 Dynamy, Inc. Mini-Grants Fund $2,500 East Brookfield Youth/Dynamy Fund $1,000 Margaret and Gordon Torgersen Fund $500

Greater Worcester Community Foundation • 07 ANNUAL REPORT 19 Grants

First Unitarian Church G Grand Banks Schooner Hollis E. and Gwendolyn D. Alden Fund Museum Trust Gale Free Library $885 Paul and Fay Rossley Fund $500 C. Bradford and Elizabeth C. Newell Fund Henry B. and Jane K. Dewey Fund $2,000 $1,451 First Unitarian Church Fund $499 Great Brook Valley Health Center John M. Nelson Fund $9,000 Sarah B. and Dix F. Davis Fund and Genesis Club, Inc. Discretionary Funds $26,000 Lorraine Crepeau Fund and Discretionary Florida Repertory Company, Inc. Eliza D. and Cora J. D. Dodge Fund and Jiji’s Funds $15,000 Celeste and Dave Lionett Donor Advised Fund $18,000 Fallon/OrNda Community Health Fund Fund $100 Alice C.A. Sibley Fund $25,849 $21,643 Pelletz Family Fund $250 Florida West Coast Symphony, Inc. Greater Worcester 32° Masonic Paul E. Cohan Fund $250 Girl Scouts of Montachusett Council Learning Center for Children Polly C. and Joseph R. Carter Fund $3,000 Robert G. and Eliza C. Hess Fund $1,041 Franklin Pierce University Marian B. Kubelus and Marian Zell Nesbit Arthur M. Pappas and Martha R. Pappas Memorial Fund and Norman L. and Greater Worcester Land Trust Donor Advised Foundation $40,000 Dorothy A. Sharfman Fund $10,000 Marla Maykel Fund $500 Mini-Grants Fund $1,500 Friendly House, Inc. Girls, Incorporated John M. Nelson Fund $500 Children’s Christmas Fund $350 Eliza D. and Cora J. D. Dodge Fund $15,000 Francis A. and Jacquelyn H. Harrington Robert G. and Eliza C. Hess Fund $1,042 Human Services Fund $18,000 H Youth for Community Improvement Pass- Through Grantmaking Fund $2,500 Habitat for Humanity of Northeast Friends of Gale Free Library Connecticut Friends of Gale Free Library 110th Goodyear Early Childhood Center Newell and Betty Hale Fund $600 Endowment Fund $10,371 Friends of Learning in Killingly Fund $550 Harrington Memorial Hospital Friends of Sutton Elders Grafton/Wachusett Lakers Argitis Family Fund $100 David R. and Rosalie A. Grenon Fund $250 Youth Hockey John Carter “High Five” Youth Hockey Fund Harvard PTA Friends of the Leicester Public $150 Mini-Grants Fund $2,500 Library Christopher J. Paskell Memorial Fund $784 Leicester Savings Bank Fund $2,000 Harvard Schools Trust Anonymous Fund $100

Harvard University Medical School Lawrence M. and Augusta L. Keeler Fund $408

Harvest Fair Committee Leicester Savings Bank Fund $4,000

Heifer Project International Paul and Fay Rossley Fund $100

Henry Lee Willis Community Center Eliza D. and Cora J. D. Dodge Fund $15,000

Foundation corporators at the 2007 annual meeting include (left) Sara Trillo Adams, chair of the distribution committee, and Thuha Le, executive director of the Southeast Asian Coalition.

20 Greater Worcester Community Foundation • 07 ANNUAL REPORT Grants

John Woodman Higgins Armory I Joy of Music Program, Inc. Museum Immigration History David R. and Rosalie A. Grenon Fund $1,000 Argitis Family Fund $1,500 Research Center Joy of Music Program Beveridge and Frances Webster Endowment Fund $1,453 Elkanah B. Atkinson Community and Finnish American Social Club Fund $4,648 Education Fund James J. and Patricia A. Moynihan Fund and Discretionary Funds $10,000 Leicester Savings Bank Fund $1,500 Interfaith Hospitality Network Mini-Grants Fund $2,500 Paul and Fay Rossley Fund $1,500 of Greater Worcester Shepherd Knapp School Fund $7,000 Youth for Community Improvement Pass- Children’s Christmas Fund $350 Mary Louise Wilding-White Fund $4,189 Through Grantmaking Fund $2,500 Celeste and Dave Lionett Donor Advised Fund $200 Higher Education Resource Center Junior Achievement of Central Pakachoag Church Fund for Human Jeanne Remillard Curtis Fund $2,000 Understanding $1,500 Massachusetts Irving N. and Annabel Wolfson Fund and Joseph A. Tosoni Fund and Discretionary Hillel House Discretionary Funds $10,000 Funds $10,000 Glenda and Arthur Wolpert Fund $1,000 Italian American Cultural Center Jupiter Medical Center Foundation Hillside School Paul M. Pezzella Fund in Memory of Patsy Glenda and Arthur Wolpert Fund $2,500 H. Arthur Smith Designated Fund $6,832 and Theresa Pezzella $635 Juvenile Diabetes Research Historic Deerfield, Inc. Foundation Elkanah B. Atkinson Community J Argitis Family Fund $100 and Education Fund Jewish Community Center of the Greater Palm Beaches, Inc. Historic New England Herbert B. and Jayne Cohan Fund $500 K Elkanah B. Atkinson Community Killingly Central School and Education Fund Jewish Family Service of Worcester Friends of Learning in Killingly Fund $1,135 Newell and Betty Hale Fund $300 Theodore and Marjorie M. Deitz Fund $500 Discretionary Funds $15,000 Killingly Intermediate School Hobart College Francis A. and Jacquelyn H. Harrington Friends of Learning in Killingly Fund $610 Newell and Betty Hale Fund $1,500 Human Services Fund $15,000 Negotiated General Operating Support Fund Holy Name Central Catholic Junior/ $250,000 L Senior High School Glenda and Arthur Wolpert Fund $1,000 Lahey Clinic David R. and Rosalie A. Grenon Fund $500 Paul and Fay Rossley Fund $500 Jewish Federation of Central HOPE Coalition Massachusetts Latin American Health Alliance Youth Opportunity Fund $18,000 Samuel Frank Charitable Fund $1,587 Discretionary Funds $15,000 Pelletz Family Fund $2,000 Fallon/OrNda Community Health Fund Horizons for Homeless Children $25,000 Child Wellness Fund and Discretionary Jewish Federation of Palm Beach Funds $5,000 County Latino Education Institute Herbert B. and Jayne Cohan Fund $3,300 Curtis G. Watkins Education Fund and House of Peace and Education Discretionary Funds $18,000 Jane Bath Fund $1,125 Jewish Healthcare Center Joseph A. Tosoni Fund $10,000 Theodore and Marjorie M. Deitz Fund $500 Leadership Collaborative Mini-Grants Fund $1,800 Hyde School Joshua Hyde Library Ross and Lisa Dik Fund $300 Charles P. Ciaffone and Rose B. Ciaffone Legal Assistance Corporation of Newell and Betty Hale Fund $2,000 Fund $1,325 Central Massachusetts Central Massachusetts Health Standards Fund and Discretionary Funds $8,000

Greater Worcester Community Foundation • 07 ANNUAL REPORT 21 Grants

Leicester Council on Aging M Massachusetts Senior Action Council Leicester Savings Bank Fund $3,200 Discretionary Funds $5,000 MAB Community Services Lois S. Feldman Fund $1,000 Leicester Lion’s Club Massachusetts Veterans, Inc. Leicester Savings Bank Fund $2,000 Celeste and Dave Lionett Donor Advised Main South Community Fund $100 Development Corporation Leicester Mothers Club Massachusetts Watershed Coalition Discretionary Funds $18,000 Leicester Savings Bank Fund $5,000 Discretionary Funds $10,000

Maine Sea Coast Missionary Society Leicester Police Department The Master Singers of Worcester Gordon Iver and Dorothy Brewer Erikson Leicester Savings Bank Fund $3,000 Discretionary Funds $4,000 Fund $1,000 Leicester Red Hat Sophisticates Matthew 25, Inc. Major Taylor Association, Inc. Leicester Savings Bank Fund $300 Howard J. and Dorothy R. McGuiness Fund Mini-Grants Fund $1,000 $868 Leicester Summer Concert Norman L. and Dorothy A. Sharfman Fund Martin Luther King Jr. Business Series Committee $5,000 Empowerment Leicester Savings Bank Fund $4,000 Discretionary Funds $8,000 McAuley Nazareth Home for Boys Let’s Get Ready Gertrude Alice Johnson Fund $500 Massachusetts Audubon Society Harriet Miller Hight Education Fund with Martha L. and William P. Densmore Fund the Association of Colored Peoples and Mercy Centre $2,000 Discretionary Funds $8,000 Argitis Family Fund $1,000 Leicester Savings Bank Fund $3,000 Mini-Grants Fund $2,500 Listening: The Barre Integrated Merrick Public Library Health Center Jeppson Memorial Fund for Brookfield Massachusetts College of Pharmacy Fallon/OrNda Community Health Fund $1,000 $9,500 and Health Science David R. and Rosalie A. Grenon Fund $500 Middlesex School Literacy Project, Inc. Lawrence M. and Augusta L. Keeler Fund Robert S. and Helen A. Bowditch Fund and Massachusetts Continuing $432 Discretionary Funds $9,000 Legal Education Bowditch & Dewey Fund $15,000 Midstate Youth Hockey Literacy Volunteers of Greater Christopher J. Paskell Memorial Fund $200 Worcester Massachusetts Department of Francis A. and Jacquelyn H. Harrington Conservation and Recreation Millbury Public Library Human Services Fund and Discretionary Donna R. C. and John E. Sansoucy Fund Mary B. Grogan Fund for Youth $2,200 Funds $8,000 $100 Millers River Watershed Council LMS Sports Boosters Massachusetts Eye and Ear Discretionary Funds $5,000 Leicester Savings Bank Fund $4,000 Infirmary Water and Land Stewardship Fund and Gordon Iver and Dorothy Brewer Erikson Robert M. and Carolyn G. Hyde Fund Longboat Key Center for the Arts Fund $1,000 $4,022 Paul E. Cohan Fund $125 Massachusetts General Hospital Mohegan Council Boy Scouts Lutheran Community Services Gordon Iver and Dorothy Brewer Erikson of America of Massachusetts Fund $1,000 Polly C. and Joseph R. Carter Fund $1,500 Partnership Fund and Discretionary Funds Newell and Betty Hale Fund $11,000 Maureen Logan Coghlin Fund $15,000 Glenda and Arthur Wolpert Fund $3,500 Robert G. and Eliza C. Hess Fund $1,041 Leicester Savings Bank Fund $4,000 Massachusetts Historical Society Norman L. and Dorothy A. Sharfman Fund Elkanah B. Atkinson Community and $12,500 Education Fund

22 Greater Worcester Community Foundation • 07 ANNUAL REPORT Grants

Montachusett Interfaith Hospitality New Hope, Inc. P Eliza D. and Cora J. D. Dodge Fund $18,000 Network Pakachoag Church, U.C.C. Joseph A. Tosoni Fund and Discretionary Pakachoag Church Outreach Ministry Fund North Brookfield Youth Center Funds $15,000 $1,500 Discretionary Funds $8,000 Lillian Knowles Eldred Fund of Pakachoag Montachusett Opportunity Council Church for the Support of Sacred Music Eliza D. and Cora J. D. Dodge Fund $15,000 Northbridge Association of Churches $4,438 Ernest Osterman Family Fund Mt. Desert Island Hospital Pakachoag Community Music School Gordon Iver and Dorothy Brewer Erikson Northbridge Centre Congregational Mini-Grants Fund $800 Fund $1,000 Church Shepherd Knapp School Fund $15,000 Lawrence M. and Augusta L. Keeler Fund Music Worcester, Inc. $432 Pan-Massachusetts Challenge Bozenhard Charitable Fund $500 Argitis Family Fund $200 Jeppson Memorial Fund $6,697 Northeastern Vermont Regional Hospital Performing Arts of Northeast MY TURN, Inc. Ernest Osterman Family Fund Connecticut Discretionary Funds $9,000 Discretionary Funds $4,500 Notre Dame Academy Newell and Betty Hale Fund $5,000 Bozenhard Charitable Fund $500 N Performing Arts School of Worcester Named Beneficiaries of Trust Jeppson Memorial Fund for Injured Survivors of Tornado O $3,439 of June 1953 Oak Hill Community Development Central Massachusetts Disaster Relief Corporation Pernet Family Health Service Residue Trust Fund $9,882 Micah Housing Corporation Fund and David R. and Rosalie A. Grenon Fund Discretionary Funds $20,000 $500 NEADS/Dogs for Deaf and Disabled Gertrude Alice Johnson Fund $1,000 Americans Old Sturbridge Village Margaret W. and Richard P. Traina Fund Martha L. and William P. Densmore Fund Argitis Family Fund $7,000 $280 $1,000 John M. Nelson Fund $250 Katharine Higgins Riley Fund $6,865 Orpheus Chamber Orchestra, Inc. Nativity School of Worcester Herbert B. and Jayne Cohan Fund $500 Jeanne Remillard Curtis Fund $1,000 Mary C. DeFeudis Fund $50,000 Lionel M. and Cynthia E. Lamoureux Fund $400 Norman L. and Dorothy A. Sharfman Fund $5,000

NeighborWorks HomeOwnership Center of Worcester Providence & Worcester Railroad Company Fund and Discretionary Funds $15,000

New England Air Museum Argitis Family Fund $200 Among our most active donors was Rosamond Bennett (1918 – 2007) who New England Historic Genealogical created the Katharine Higgins Riley Society Fund to honor her mother and benefit Gordon Iver and Dorothy Brewer Erikson a favorite nonprofit, NEADS/Dogs for Fund $750 Deaf and Disabled Americans.

Greater Worcester Community Foundation • 07 ANNUAL REPORT 23 Grants

Phillips Academy - Andover Quinsigamond Community College Rectory School, Inc. Jane Kenah Dewey Abbot/Andover Fund Carmen Tobin Nursing Scholarship Fund Newell and Betty Hale Fund $300 $25,000 $3,000 Youth Opportunity Fund and Discretionary Refugee & Immigrant Assistance Pleasant Street Neighborhood Funds $12,000 Center Network Center Francis A. and Jacquelyn H. Harrington Discretionary Funds $5,000 Quinsigamond Community College Human Services Fund $15,000 Foundation Poetry Oasis Fairlawn Foundation Fund $10,000 Regional Environmental Council Discretionary Funds $2,000 Norman L. and Dorothy A. Sharfman Fund $10,000 Pomfret Community School R Youth for Community Improvement Newell and Betty Hale Fund Rachel’s Table Pass-Through Grantmaking Fund $2,500 $2,000 Olive I. and Anthony A. Borgatti Jr. Fund Pomfret Community School Arts Fund and Discretionary Funds $8,000 Renaissance Award $2,031 Morgan B. and Loretta R. Dewey Fund $125 Renaissance Award Fund $5,779

Pomfret School Rainbow Child Development Center Ringling College Library Association Newell and Betty Hale Fund $8,000 Bozenhard Charitable Fund $1,000 Paul E. Cohan Fund $100 Gertrude Alice Johnson Fund $1,000 Positive Futures Network Lisi-Greene Fund $450 Rockport Chamber Music Martha L. and William P. Densmore Fund Festival, Inc. $1,000 Raivaaja Publishing Company Paul E. Cohan Fund $150 Finnish Heritage Foundation Fund $500 Pregnant and Parenting Teen Rural Cemetery and Crematory Program Rangeley Lakes Heritage Trust Elizabeth Trumbull Barton Fund $13,674 Fallon/OrNda Community Health Fund Paul and Fay Rossley Fund $250 $15,000 Rangeley Region Health Center, Inc. Preservation Worcester Paul and Fay Rossley Fund $250 Discretionary Funds $7,500

Problem Pregnancy of Worcester, Inc. Maureen Logan Coghlin Fund

Q Quinebaug Valley Community College Foundation Newell and Betty Hale Fund $20,000

Quinebaug Valley Council for the Arts and Humanities Olive I. and Anthony A. Borgatti Jr. Donor Advised Fund $1,000

Quinebaug-Shetucket Heritage Corridor, Inc. Accepting the 2007 Renaissance Newell and Betty Hale Fund $500 Award is Dominick Marcigliano, executive director of the Worcester East Side Community Development Corporation.

24 Greater Worcester Community Foundation • 07 ANNUAL REPORT Grants

Rutland Historical Society, Inc. Save The Children T Mini-Grants Fund $1,200 Newell and Betty Hale Fund $1,000 Temple Emanuel Paul E. Cohan Fund $370 St. Andrews Hospital Senior Citizen Club of Leicester Theodore and Marjorie M. Deitz Fund $500 Raymond P. Harold Memorial Fund $1,800 Leicester Savings Bank Fund $2,000 Thayer Memorial Library Seven Hills Foundation Rosemary Davis Memorial Fund $2,415 S Polly C. and Joseph R. Carter Fund $500 St. Anne and St. Patrick Parish Paul and Fay Rossley Fund $250 Thompson Ecumenical Argitis Family Fund $3,900 Empowerment Group, Inc. Sherry’s House Newell and Betty Hale Fund $1,000 St. Anne’s Human Services Donna R. C. and John E. Sansoucy Fund Gene J. DeFeudis Fund $2,400 $150 The 300 Committee Paul and Fay Rossley Fund $300 St. George’s Church Shrewsbury Public Library Morgan B. and Loretta R. Dewey Fund $100 Olive I. and Anthony A. Borgatti Jr. Donor Town of Auburn Department of Advised Fund $3,000 Recreation & Culture St. Joseph and St. Pius X Parishes Bozenhard Charitable Fund $2,500 The Auburn Foundation $3,000 Leicester Savings Bank Fund $5,000 South High Community School Town of Shrewsbury St. Joseph’s Church Norman L. and Dorothy A. Sharfman Fund Olive I. and Anthony A. Borgatti Jr. Donor Margaret W. and Richard P. Traina Fund and Discretionary Funds $8,549 Advised Fund $1,000 $280 St. Joseph’s Indian School South Middlesex Opportunity Town of Uxbridge Police Department Patricia Fisher Fund $1,474 Council UniBank September 11th Emergency Eliza D. and Cora J. D. Dodge Fund $15,000 Personnel Education Fund $1,000 St. Jude Children’s Research Hospital Anonymous Fund $750 Southbridge Interfaith Hospitality Toxics Action Center, Inc. Network Water and Land Stewardship Fund St. Mary’s Parish Discretionary Funds $8,000 and Rosemary Davis Environmental Pelletz Family Fund $500 Preservation Fund $4,022 Southeast Asian Coalition of Central Salem Community Corporation Massachusetts Trinity Chapel Bozenhard Charitable Fund $250 Worcester Credit Bureau Fund $20,000 Anonymous Fund $1,500 Youth for Community Improvement Salvation Army Pass-Through Grantmaking Fund Trinity Lutheran Church Jeanne Remillard Curtis Fund $500 $2,605 Jeppson Memorial Fund $26,971 Samuel Frank Charitable Fund $1,587 Newell and Betty Hale Fund $1,000 Special Olympics Massachusetts Tri-Valley, Inc. Gertrude Alice Johnson Fund $500 Discretionary Funds $15,000 Eliza D. and Cora J. D. Dodge Fund $18,000 Lionel M. and Cynthia E. Lamoureux Fund $600 Stanford University Trustees of Reservations The Pyle Fund $2,500 The Pyle Fund $500 Elkanah B. Atkinson Community and Education Fund Samaritans, Inc. Sturbridge Council on Aging Lois Anne Memorial Fund and Discretionary Mini-Grants Fund $1,500 Twin Cities Community Development Funds $10,000 Corporation Discretionary Funds $20,000 Sarasota Season of Sculpture Paul E. Cohan Fund $250 Twin City Youth Hockey Association John Carter “High Five” Youth Hockey Fund $200

Greater Worcester Community Foundation • 07 ANNUAL REPORT 25 Grants

U United Way of Central Massachusetts Uxbridge Public Schools Jeanne Remillard Curtis Fund $6,000 Greater Worcester Jaycees Fund and U.S. English Foundation Mary C. DeFeudis Fund $25,000 Discretionary Funds $10,000 Bozenhard Charitable Fund $100 Martha L. and William P. Densmore Fund $2,000 Uxbridge Youth Center UMass Memorial Foundation Henry B. and Jane K. Dewey Fund $2,000 Anna S. and Warren G. Davis Fund and Hollis E. and Gwendolyn D. Alden Fund David R. and Rosalie A. Grenon Fund Discretionary Funds $10,000 $1,770 $1,500 Dr. and Mrs. Edward Budnitz Fund $1,474 Arthur J. Remillard Jr. Fund $25,929 Jeanne Remillard Curtis Fund $51,250 Paul and Fay Rossley Fund $1,000 V Lawrence M. and Augusta L. Keeler Fund United Way of Central Massachusetts Fund Venerini Academy $408 $145,788 Mini-Grants Fund $2,500 Peter J. and Sophie Kosky Fund $1,398 C. Bradford and Elizabeth C. Newell Fund University of Maine $1,451 Village Improvement Society Gordon Iver and Dorothy Brewer Erikson Lillian S. Pratt Fund $10,000 of Dennis Fund $1,000 Paul and Fay Rossley Fund $550 Dana L. DeAngelis-McDonald Memorial H. Arthur Smith Designated Fund $6,832 Fund University of Massachusetts Harold Davis Woodbury Fund $1,006 Graduate School of Nursing VNA Care Network and Hospice Unitarian Universalist Society Fairlawn Foundation Fund $10,000 Argitis Family Fund $500 Lillian R. Goodman and Mary K. Alexander of Brooklyn Cancer Care and Research Fund, Saint Fund for Nursing Education and Research Newell and Betty Hale Fund $200 Vincent Healthcare Fund and $1,000 Discretionary Funds $12,500 United Services, Inc. Fairlawn Foundation Fund $9,500 University of Massachusetts Fallon/OrNda Community Health Fund Newell and Betty Hale Fund $400 Medical School $11,500 Sandy C. Marks Jr. Biomedical Education Fund $100 W Wachusett Greenways Morgan B. and Loretta R. Dewey Fund $225 Marla Maykel Fund $500

Wellesley College Elkanah B. Atkinson Community and Education Fund Henry B. and Jane K. Dewey Fund $1,500

West Boylston Historical Society Marla Maykel Fund $500

WGBH Educational Foundation Henry B. and Jane K. Dewey Fund $1,500 Newell and Betty Hale Fund $1,000 Paul and Fay Rossley Fund $1,000

George Marston Whitin Memorial Community Center Discretionary Funds $9,000 Lawrence M. and Augusta L. Keeler Fund $432

Lion dancers from the Chua Pho Hien Temple delight donors at the Foundation’s “Swing into Spring” event in Tuckerman Hall.

26 Greater Worcester Community Foundation • 07 ANNUAL REPORT Grants

Whitinsville Social Library Worcester Arts and Humanities Worcester County Food Bank Lawrence M. and Augusta L. Keeler Fund Educational Collaborative Isabel K. Arms Fund $870 $432 Norman L. and Dorothy A. Sharfman Fund Jeanne Remillard Curtis Fund $500 The John and Gloria Rauth Library Fund $7,500 Lionel M. and Cynthia E. Lamoureux Fund $1,147 $500 Worcester Center for Crafts Howard J. and Dorothy R. McGuiness Fund Why Me, Inc. Discretionary Funds $25,000 $868 Gene J. DeFeudis Fund $2,000 Louise R. and John F. Reynders Fund $418 Worcester County Horticultural WICN Public Radio Worcester Center for the Society/Tower Hill Botanic Garden Worcester Credit Bureau Fund $20,000 Performing Arts Elkanah B. Atkinson Community and Argitis Family Fund $500 Education Fund Williams College Olive I. and Anthony A. Borgatti Jr. Donor Bozenhard Charitable Fund $1,250 Henry B. and Jane K. Dewey Fund $1,500 Advised Fund $1,000 H. Paul and Sara B. Buckingham III Fund The Douglas P. Butler Fund $1,000 $203 Winchendon Youth Hockey Jeanne Remillard Curtis Fund $1,250 John Carter “High Five” Youth Hockey Fund Worcester Collegium Marla Maykel Fund $7,500 $254 H. Arthur Smith Fund and Discretionary Sarah Daniels Pettit and William O. Funds $2,500 Pettit Jr. Fund $373 Windham County 4-H Foundation, Inc. Worcester Community Action Worcester County Mechanics Newell and Betty Hale Fund $1,000 Council, Inc. Association/Mechanics Hall Bozenhard Charitable Fund $300 Discretionary Funds $10,000 Julie Chase Fuller Endowment Fund for Woodstock Academy Mini-Grants Fund $2,500 Newell and Betty Hale Fund $1,000 Mechanics Hall $27,000 Paul and Fay Rossley Fund $250 Worcester Community Housing Worcester Academy Resources Worcester County Poetry Association David R. and Rosalie A. Grenon Fund $500 Discretionary Funds $15,000 Chapin Riley Fund $7,195 Worcester County Poetry Association’s Worcester Review Fund $3,040 Worcester Comprehensive Child Care Worcester Animal Rescue League Worcester County Poetry Association Services Founders Fund $522 Rosemary Davis Memorial Fund $2,000 Mini-Grants Fund $2,142

Worcester Art Museum Elkanah B. Atkinson Community and Education Fund Bozenhard Charitable Fund $300 H. Paul and Sara B. Buckingham III Fund $202 Martha A. Cowan Fund $1,640 Theodore and Marjorie M. Deitz Fund $1,000 Henry B. and Jane K. Dewey Fund $1,500 David R. and Rosalie A. Grenon Fund $1,500 Honee A. Hess Partnership with Children Fund $840 Jeppson Memorial Fund $20,000 John M. Nelson Fund $10,000 Louise R. and John F. Reynders Fund $418 Marvin Richmond Fund $2,051 Chapin Riley Fund $7,196 2007 Insights Tour speakers Helen M. and Thomas B. Stinson Fund $244 included Eva Millona, policy Worcester Art Museum Booth Family Fund director, Massachusetts Immigrant for Education and Outreach $100,432 & Refugee Advocacy Coalition.

Greater Worcester Community Foundation • 07 ANNUAL REPORT 27 Grants

Worcester East Side Community Worcester Roots Project, Inc. YWCA of Central Massachusetts Development Corporation Water and Land Stewardship Fund and Eliza D. and Cora J. D. Dodge Fund and Worcester Credit Bureau Fund and Clarence S. Arms Family Fund $4,022 Discretionary Funds $15,000 Discretionary Funds $18,000 Marian B. Kubelus and Marian Zell Nesbit Worcester State College Memorial Fund $7,500 Worcester Foundation for Biomedical Olive I. and Anthony A. Borgatti Jr. Donor Mini-Grants Fund $2,500 Research Advised Fund $1,500 Hollis E. and Gwendolyn D. Alden Fund Fairlawn Foundation Fund $95,909 YWCA/Daybreak Resources for $885 Quota International of Worcester Fund Women & Children Theodore and Marjorie M. Deitz Fund $1,452 Bozenhard Charitable Fund $1,000 $1,000 Carolyn Knight Dik Fund $500 Lionel M. and Cynthia E. Lamoureux Fund Worcester State Foundation Marla Maykel Fund $500 $1,000 Lillian R. Goodman and Mary K. Alexander Frances F. Mansfield Fund $1,083 Fund for Nursing Education and Research $1,000 Worcester Historical Museum Elkanah B. Atkinson Community and Worcester Technical High School Education Fund Saul A. Seder Fund $672 Barbara Allen Booth Fund $5,990 Robert W. Booth Fund for the Worcester Worcester Youth Center Historical Museum $22,767 Fairman C. Cowan Fund and Discretionary Henry B. and Jane K. Dewey Fund $1,000 Funds $15,000 Paul and Fay Rossley Fund $200 Jeanne Remillard Curtis Fund $1,000 Worcester Historical Museum Fund $88,000 The Pyle Fund $1,000 Worcester Historical Museum Youth for Community Improvement Pass- Robert W. Booth Fund for Salisbury Through Grantmaking Fund $4,120 Mansion $21,453 Wyndham Land Trust, Inc. Worcester Interfaith Newell and Betty Hale Fund $1,000 Discretionary Funds $5,000

Worcester Jewish Community Center Y Glenda and Arthur Wolpert Fund $1,000 Y.O.U., Inc. Bozenhard Charitable Fund $250 Worcester Polytechnic Institute Fallon/OrNda Community Health Fund Bozenhard Charitable Fund $500 $20,000 John M. Nelson Fund $7,000 YMCA of Central Massachusetts Worcester Public Library Polly C. and Joseph R. Carter Fund $1,500 Clarence S. Arms Family Fund $585 Barbara E. and William E. Christensen Fund $7,500 Worcester Public Schools Ross and Lisa Dik Fund $300 Marcia R. Katter Memorial Fund $3,088 Fallon/OrNda Community Health Fund $20,000 Worcester Regional Research Bureau Discretionary Funds $8,000 Young Woman of Consequence Award Worcester Regional Research Bureau Fund Konstantina B. Lukes Fund $500 $2,862 YouthNet Worcester Regional Science & Marian B. Kubelus and Marian Zell Nesbit Engineering Fair Memorial Fund $15,000 Worcester Engineering Society Fund $250

28 Greater Worcester Community Foundation • 07 ANNUAL REPORT Donors and Funds

Services to Donors Benefiting Our Community The Foundation’s comprehensive planning and Grants are awarded from the named fund to support administrative services help individuals, families and nonprofit organizations in accordance with donor wishes. organizations articulate and fulfill their charitable and And as institutions and needs evolve over time, we have financial goals. the flexibility to adapt and to continue to fulfill their long-term charitable goals. We offer donors power and flexibility in charitable giving without the paperwork, time and expenses associated The Foundation provides an online tool to our donors with running a private foundation. And donors benefit and advisors, DonorCentral, which allows fund holders from the Foundation’s sophisticated investment program to securely access their fund balances, grant activity which preserves capital during tough times, extending and gift history; and, in the case of donor-advised funds, the longevity, value and reach of their contribution both recommend grantees. now and in the future. Donors have the opportunity to learn more about current Giving Now and emerging issues in our community, including guided We welcome gifts of any size from a broad range of visits to nonprofits that are grant recipients, focused assets, including cash, publicly traded securities, closely investment information sessions, and other donor held stock, real estate, life insurance, tangible personal appreciation events. property and private foundation holdings.

Donors can make a gift to any of our existing named funds or, with a gift of $10,000 or more, establish a fund Endowment Investment Performance to create a personal legacy. Donors receive the maximum Net of Investment Fees as of December 31, 2007 tax benefits allowed by law and the assurance that their 14.0% intentions will be honored in perpetuity. Donors and their families are encouraged to continue giving to the 12.0% fund to help it grow even more and increase its earnings potential. 10.0%

Planned Giving 8.0% Donors can make a gift that benefits the community 6.0% after their lifetime by:

• A gift through their will 4.0%

• Naming the Foundation as beneficiary of Individual 2.0% Retirement Account assets • Transferring a life insurance policy to the Foundation, 0.0% making premium payments tax-deductible 1 YR 3 YR 5 YR 10 YR • Donating retained real estate as a future gift while using the property throughout their lifetime • Setting up a pooled income fund, charitable gift To find out more, we invite you to call us annuity or charitable remainder trust that pays income or visit www.greaterworcester.org now and later supports the donor’s philanthropic goals

Greater Worcester Community Foundation • 07 ANNUAL REPORT 29 Contributors

In 2007, the Foundation received $5,677,569 in gifts. Charitable Gift Annuity Fund Hugh W. and Harriet K. Of this amount, $4,577,952 was added to existing named James S. Demetry Crawford Endowment Fund for Sally S. Schenck the Pearl L. Crawford Memorial funds; $1,099,617 created 26 new named funds; and Library $49,039 comprised unrestricted gifts to the Directors Wynne L. Chase Fund Hugh W. and Harriet K. Arthur E. Chase Crawford and Corporators Fund. Choose Worcester Fund Lorraine Crepeau Fund George I. Alden Trust The Lorraine and Chauncey Lois Anne Memorial Fund North High School Atlas Distributing, Inc. Crepeau Trust Karen C. Watkins Saul Pannell Bay State Savings Bank In memory of Vera Wadland Arnold H. Pulda Bowditch & Dewey, LLP Jeanne Remillard Curtis Fund Phyllis M. Keith Susan J. and Anthony J. Sanders Commerce Bank & Trust Jeanne Y. Curtis Susanne LaFlash Barbara S. and Stephen P. Company Joseph and Margaret A. Marzilli Sargent Commonwealth National Bank Melvin S. Cutler Fund Linda C. Simulavich Harold and Naomi Scherzer Melvin S. Cutler Charitable Melvin S. Cutler Charitable John, Karina and Keith Steven D. and Gail G. Scherzer Foundation Foundation Thompson Nancy Sheftel-Gomes and Ruth H. and Warren A. Philip L. and Helen E. Wadland A. Leonardo Gomes Ellsworth Foundation Anna S. and Warren G. Davis Rita Witman Alan Spector Fletcher, Tilton & Whipple, PC Fund L.S. and K.S. Stambler George F. and Sybil H. Fuller Ronald S. Davis Helen P. Arsenault Memorial Nina T. and David B. Steinberg Foundation Scholarship Fund Ann H. Sweetman and John M. Granite Group December 3rd Scholarship Fund Anonymous Cruz Jr. Hanover Insurance Group Maureen T. Dunn Lawrence M. Turner Foundation, Inc. Ruth H. and Warren A. Fund for the Arts and Margaret M. and Paul A. Francis A. and Jacquelyn H. Ellsworth Foundation Humanities Venditti Harrington Foundation Donald and Mary Melville Worcester African Cultural Bradley C. Higgins Foundation Admiral and Mrs. Louis E. Center Kelleher & Sadowsky Denfeld Scholarship Fund Auburn Woman's Club Fund Associates, Inc. Admiral and Mrs. Louis E. Auburn Woman's Club Father Miguel Bafaro Fund Mildred H. McEvoy Foundation Denfeld Scholarship Trust Michael P. Bafaro Mirick, O'Connell, DeMallie & Auburn Youth and Family Ediberto Santiago Lougee, LLP Henry B. and Jane K. Dewey Services Endowment Fund Morgan Worcester Fund for Wellesley College Arthur M. and Martha R. Elizabeth Trumbull Barton Fund National Grid Jane K. Dewey Pappas Estate of Trumbull Barton Polar Corporation Providence & Worcester Jane Kenah Dewey Abbot/ AVID North Scholarship Fund Jane Bath Fund Railroad Andover Fund Martha Abeles-Young Jane Bath Revocable Trust Stoddard Charitable Trust Jane K. Dewey Ruth and Robert Angorn Sullivan Insurance Group Frances E. and Kenneth P. Arena Edward W. Bettke TD Banknorth Charitable Carolyn Knight Dik Fund Elizabeth Klein Baker and Scholarship Fund Foundation Carolyn Knight Dik Joel H. Baker Edward W. Bettke Telegram and Gazette Julie A. and Paul W. Booras UMass Memorial Health Care Directors and Corporators Fund Louise I. Lehtola Clarke and Blackstone Valley Chamber UnumProvident Corporation Robert C. Achorn Jeffrey R. Clarke of Commerce Education Robert S. Adler Lisa Cohane Foundation Fund Community Ministries Fund Bruce Anderson Sandra J. and Mark O. Cutler Dina R. and Gerald (Lee) First Baptist Church of Mike and Marie Angelini Joanne and William J. Gaudette III Worcester Anonymous Deschenes Worcester Area United Robert S. Bachelder Elizabeth M. Drake and Barbara Robert S. and Helen A. Methodist Bank of America Foundation Drake Bowditch Fund Thomas J. and Lynora S. EMC Corporation Susan B. Talmadge Fairman C. Cowan Fund Bartholomew Barry and Joan Gerhardt In honor of Fairman C. Cowan John E. Bassett Phyllis A. and Michael R. Bozenhard Charitable Fund Lowerre and Edward Simsarian Bruce S. Bennett Goldstein Cushing C. Bozenhard Trust Rosamond R. Bennett Robert S. and Naomi L. Halpern Martha A. Cowan Fund Dennis Berkey Kathleen L. and Donald W. George S. and Tammy Butler Saint-Gobain Corporation Henry W. Beth Kelley Jr. Fund Foundation Mark P. Bilotta Colleen A. Kelly George S. and Tammy Butler In honor of Martha A. Cowan Maurice J. and Pamela K. Caprice A. and Kevin M. Kopka Lowerre and Edward Simsarian Boisvert Carol E. Lalos The Douglas P. Butler Fund George F. Booth II Janet Dee Mathieu Douglas P. Butler Hugh W. and Harriet K. Sarah Bowditch Jean E. McNulty Crawford Fund Bozenhard Charitable Fund Stephen E. Mills Carrick Foundation Scholarship Hugh W. and Harriet K. of Greater Worcester Cathryn Morse The Carrick Foundation Crawford Foundation Community Foundation Matthew C. and Marie D. Morse

30 Greater Worcester Community Foundation • 07 ANNUAL REPORT Contributors

Christopher and Charlotte Joy Wetzel Hall through United Carol L. Seager Peter and Patricia Bishop Bramley Way of Central Massachusetts J. Robert Seder CGI Interactive Communications/ James B. Broadhurst Ernest S. Hayeck Jay S. Sherwin Kelleher Family Michael D. Brockelman Gaylene and Robert S. Heppe Jr. Philip O. Shwachman Richard and Deborah Chad Denise Brookhouse John Herron Jr. and Julia L. Jonathan Sigel Sarah Cluggish John H. Budd Moore Lowerre and Edward Simsarian Laura Coleman Douglas P. Butler Honee A. Hess John Spillane Dillon Tree Service Ann E. Carlson Richard P. Houlihan Alan M. Stoll John and Patricia Doherty Linda A. Cavaioli Patricia L. Jones William F. Sullivan Peter M. Dolan and Rosemarie Senator Harriette L. Chandler David A. Jordan Sheila L. and George W. George-Dolan Brian Chandley Maureen M. and William D. Tetler III Kinloch Earle and Miriam Harold R. Chesson Jr. Kelleher Robert L. Thomas Nelson Joy C. Child Mrs. James B. Kenary III David N. Tinsley Christina D. Economos Elaine M. Ciborowski Robert and Mary T. Kennedy E. Paul Tinsley Gail and Kosta Economou James E. Collins Mary E. Kett and Alden J. Richard P. and Margaret W. Bill Eddy and Margaret P. Kevin Condron Bianchi Traina Donoghue Eddy Charles P. Conroy Dr. Jean A. King Fray Tuyet Tran Janet Edmunson Martha Allis Cowan Barbara C. Kohin Michael P. Tsotsis Tim and Michelle Fenton Jeanne Remillard Curtis Fund of Joyce Kressler Charles R. Valade Donald and Donna Fitman Greater Worcester Community Frances E. Langille Wyatt R. Wade Ray and Doris Fluet Foundation John P. Lauring James E. Wallace Jr. Tommy and Linda Foisy Melvin S. Cutler Charitable Thuha T. Le Carlton A. Watson Sara Folta and Vincent Foundation David P. Leach and Audrey Meridith D. Wesby Maganzini Dix F. Davis Klein-Leach Todd H. Wetzel through Friends of Stephen G. Economos Richard W. Dearborn Catherine and Peter Levine MD United Way of Central Pete and Mini Gaba William P. Densmore Patsy C. Lewis Massachusetts William and Patricia Gibbons Kathleen Derzius through Robert J. Lewis Harry T. Whitin Ronald P. and Dolores G. United Way of Central Joseph Lian Jr. Jack L. Wolfson Giorgio Massachusetts Robert G. and Arlene F. Lian Mr. and Mrs. David K. Kathleen and Stuart Glass Ross K. and Lisa F. Dik Stephen and Valerie Loring Woodbury Don and Jeanne Goldberg James C. and Carol B. Donnelly C. Jean McDonough Yesod Foundation Grahm Family George L. Dresser Michael C. McFarland Robert A. and Joan D. Yood Coleen Guertin Francis X. Dufault Jr. Rev. Barbara W. Merritt Janice B. Yost JJM Insurance/Marshall Family Ellen S. Dunlap and Frank Erwin H. Miller Larry and Jennifer Johnson Armstrong John O. Mirick Douglas Center Cemetery Steven Kafka and Lindsay Smith Stephen J. Erickson Ann K. Molloy Preservation Fund Kafka Barbara E. Fargo Maureen Moorehouse In memory of Wallis H. Darnley James and Sophia Karabatsos Richard J. Fates Barrett Morgan Maud F. Ballou Kathleen L. and Donald W. Norma and Saul F. Feingold Laurance S. Morrison G. R. Beauchamp Kelley Jr. Peter S. Fellenz Moira Moynihan Manoog and Rodger, Kimberly and Mathew Mike Kiskovsky and Kara Scott and Debbie Fenton Charlie Manoog Comeau Conners Harry L. Ferguson John G. O'Brien Estate of Wallis H. Darnley Martin Kuniholm Allen W. Fletcher Arthur M. and Martha R. Ruth B. Duhamel Kathleen M. and Philip J. Justin L. Fletcher Pappas Mr. and Mrs. Edwin S. Giles Jr. Lahey MD Matthew V. Fletcher Alan B. and Judy M. Pemstein Sharon E. Hobey George P. Leasca Patricia A. Fletcher R. Norman Peters Gail T. Randall Wendy Lekan Mary F. and Warner S. Fletcher Sarah D. Pettit Jonathan C. Randall LLuminari David P. Forsberg Paul M. Pezzella Worcester Historical Museum William Lyons and Gigi Esther and Howard G. Freeman Lisa A. Piehler Fioravanti Stuart W. Freilich Stephen and Cynthia Pitcher John and Fran Duke Scholarship Patricia Lyons-Gallo and Steven Mr. and Mrs. Mark W. Fuller John and Kathleen Polanowicz Fund C. Gallo Gerald (Lee) Gaudette III Christine M. Proffitt John F. Duke Jr. Peggy MacMillan Lawrence J. Glick Richard Pyle McClean Family Dorista J. Goldsberry Hilda Ramirez East Brookfield Scholarship Alice McKeon Dennis F. Gorman Ritmos Academy Barbara Fitts Julie McKeon-Yahn and Eric John E. Graham Mary Ritter Virginia M. Grenier Yahn Lois B. Green Maria L. Rosado Joseph Persky Foundation Mortimer Family Martin J. Green and Maura A. Paul and Fay Rossley Fund of Ann Pinkerton Charitable Trust Thomas and Kathleen Moynagh Mahoney Greater Worcester Community John A. and Katherine M. Nathan and Barbara E. Foundation Stephen G. Economos Scholar Mshooshian Greenberg R. Joseph Salois Athlete Fund Cathy M. and Michael Mulhearn Ann T. Lisi and Joel P. Greene David L. and Roberta R. Mark and Sherill Attarian Aviva Must Leslie E. Greis Schaefer Joan Badjo Elizabeth Kraut Nahar and Avi David R. Grenon Paul and Susan Schlaikjer Fund Gail B. and Robert G. Belk Kirk Bernstein-Nahar Abraham W. Haddad DMD of the Fidelity Charitable Joan Bergstrom National Grid Gloria Hall Gift Fund Leo and Helen Bilouris Marc and Heidi O'Connor Paul F. Scully Peter and Carol Bishop Amy O'Neil

Greater Worcester Community Foundation • 07 ANNUAL REPORT 31 Contributors

Jeremiah and Elizabeth John P. and Elaine N. Eppinger First Unitarian Church Fund Friends of the Upton Town O'Rourke Lisa M. and Charles H. Francis H. Dewey Library Fund Bruce S. Pailet Eppinger Jr. C. Jean and Myles McDonough Friends of the Upton Town Jean and Doris Pailet Michael and Kathleen Eppinger John M. Nelson Fund of Greater Library Michael and Judith Petit Thomas Eppinger Worcester Community Stephanie Pierce and Family Ann E. Kleva Foundation Judge and Mrs. William Joanna Melissa and Gregg A. Joshua C. and Sabine T. Garbose Fund Raleigh Thompson A. Jane Fitzpatrick, M.D. and William J. Luby Paul and Joyce Randell Edward F. Kilroy, M.D. Fund Rotti Family Gordon Iver and Dorothy A. Jane Fitzpatrick Kilroy Barbara H. Gaudette Fund Jennifer Sacheck-Ward and Brewer Erikson Fund Barbara H. Gaudette Chris Ward Gordon I. and Dorothy B. Founders Fund Barbara A. and Joseph F. Erikson Robert E. Dik Derek Gaudette Memorial Sawyer Jr. Sandra L. Haagsma Scholarship Fund Janice A. Sawyer-Opuda and Mary R. Fedeli Memorial John D. Hunt Anonymous Paul H. Opuda Scholarship Fund Albertine Marinelli Trust Paul J. and Theresa Scalzi Edwin Fedeli Jr. Karen M. Nunley GLBT Partnership Fund John D. and Elizabeth A. Edith H. Overly Anonymous (2) Schaper Anita and Nathaniel A. Feingold Perry R. Pero Thomas J. and Lynora S. Kyla Shea Scholarship Fund Planned Giving Group of New Bartholomew Scott Sinrich and Deborah A. Feingold Companies England Jeanine M. Beratta Gonsalves-Sinrich Milton and Elizabeth Michael E. and Julie B. Robert F. and Lisa M. Stake Norma and Saul F. Feingold Joy Raphaelson Berberian Carole J. Swedberg of Music Fund Mr. and Mrs. Allen Rubin Margareta G. Berg Steven Tankanow Norma and Saul F. Feingold Stoll Family Charitable Fund of Sarah and Allen Berry Larry and Joan Tomasino the Jewish Federation of Mark P. Bilotta and Henry O. Pete and Mary Trainor Norma and Saul F. Feingold Central Massachusetts Ritter William R. and Kathleen M. Fund Edward P. and Brenda K. Mrs. Howard M. Booth Trainor Norma and Saul F. Feingold Weathersbee Olive I. and Anthony A. West Side Babe Ruth In memory of Thomas Lisi Borgatti Jr. Donor Advised Fund Douglas and Donna Windler Shirley Feldman Fund Todd and Shelley Rodman of Greater Worcester Worcester State College Great Brook Valley Health Community Foundation Facilities Department Center John F. Freeland Memorial Fund Michael D. Brockelman David and Jane Zapka In honor of Zoila Feldman’s Marsha Cunningham- Paul J. Burgess Tom and Thelma Zekos retirement Whitehead Joanne L. Calista Debra Wein Zieper and Frances M. Anthes George E. and Sandra L. Ralph G. Carlson Matthew H. Zieper Dr. Babu Pediatrics Freeland Kirk and Price Carter Senator Harriette L. Chandler Beverly A. Pinjuv Senator Harriette L. Chandler Jeffrey S. Edinberg Memorial Martin Cohen Micah Chase Scholarship Fund Allison Coleman Friendly House Fund Arthur Chase Terry and Maura Bennett Fairman C. and Martha A. Friendly House, Inc. Alan Chuman and Janet M. Eric Edinberg Cowan Wallman In honor of Sheilah H. Dooley Friends of Gale Free Library Henry and Elaine Ciborowski Arnold S. Edinberg’s birthday Linda Dylewicz 110th Endowment Fund Fairman C. and Martha A. Nason A. Hurowitz and ESL Associates, Inc. Dorothy I. Miles Riley Family Cowan Martha P. Grace Kathleen and Charles Estus Trust Jeanne Remillard Curtis Fund In honor of Martha Grace Marianne E. Felice MD of Greater Worcester Arnold S. and Harry L. Ferguson Friends of Learning in Killingly Community Foundation Phyllis C. Edinberg Nina Fletcher Fund Jill C. Dagilis In memory of Edward F. Bennett Jr. Leah and Pat Gallivan In memory of Phil and Laurie Davis Mary Clifford John T. Gardiner Dr. James F. and Anne S. Jones Henry B. and Jane K. Dewey Ruth Forgues Lois B. Green Janice Wippert Williams, KHS 1966 Susan DiClemente and Meredith Lucille Hokanson Ellen and Ron Hafer Susan Rees Jones Powers Robert Liddy Honee A. Hess Carolyn Knight Dik Harold Mann MD John P. Hess Friends of Northbridge Elders Ross K. and Lisa F. Dik Eleanor McCarthy Laurie and Matthew Hogan Fund Gina D'Ottavio and Michele Pici Irene McClure Stephen and Valerie Loring In memory of Family Diversity Projects Barbara Mercaldo Keith Maxwell Stacie L. Baxendale Barbara E. Fargo June “Mimi” Nagel Paul S. Morgan Muriel Booth Norma and Saul F. Feingold Arnold S. and William O. Pettit Jr. Joseph Jundanian Emily Ferrara and Lara Hoke Phyllis C. Edinberg Rex P. Schirmer Marion Kidd Fletcher Foundation Sue Schlotterbeck Sylvia M. Lermond Allen W. Fletcher Fred and Leona Eppinger J. Robert Seder William Nydam Patricia A. Fletcher Scholarship Fund Richard A. Sheils Jr. Fernande Power Cynthia A. Frongillo and David Doug and Sarah Booher John Siracusa Pam Radcliff W. Sneade Eppinger Family Foundation Angelia M. Zanchetti Funders for Lesbian & Gay Charles H. Eppinger Friends of Northbridge Elders Issues, Inc.

32 Greater Worcester Community Foundation • 07 ANNUAL REPORT Contributors

Ellen Gallagher and Allyson Antonio and Danielle T. Viva Mary Ellen and Frederick J. Amy L. and Andrew N. Cochis Goose Wyatt R. and Erika D. Wade McCready Jr. Randall H. and Patricia J. Collins Rodney Glasgow Tina Hyland Rachel J. and Jerome F. Jetta Darrow and Dan Stephan Yvonne Goldsberry and Cherie Yesod Foundation McGourthy Donna B. and James J. Ewick Holmes Robert Zeleniak Charles and Rhonda Mills Margaret E. Hesselton and Drs. Ivan and Noreen Green Jennifer L. and Denis Morovic Family Carol Rae Greene and Diane Robert P. Goulet Memorial Brian W. and Nancy A. Murphy Paul, Connie and Marcia Lamontagne Scholarship Fund Donna S. Nietzel Holmberg Harold W. Gurwitz James F. Goulet Nobile Family Fund of North Aaron Knopping and Carol Laurence and Jane Hale Central Massachusetts Forman Honee A. Hess and Philip R. Paul J. Gramling Memorial Community Foundation Mary Mardirosian Magnusson Scholarship Fund for Mary M. O'Toole Trust Arlene M. and Robert C. Taylor Harold G. Hills Compassionate Caregiving to Agreement Hilltop Club People with Alzheimer's Kathleen E. Papineau The Hedin Family Memorial Deborah Harmon Hines George H. and Marjorie Abbot Karen J. Pirani Emergency Fund James Hogan Abigail Adams MD Marie S. Ponte Richard Hedin Mick and Louise Huppert Joan M. and Michael K. Carol G. and Richard A. Prager Frances and M Howard Arakelian Susan M. Rabbitt The Hedin Family Memorial Jacobson Helena and Joseph J. Arruda Avad and Mary R. Ramachandra Fund Elizabeth A. Jenewin Jane E. Ashley Mary R. and Frank A. Renda In memory of Rosemary Bouley Joelle Kanshepolsky and Margaret M. Attar J. Scott Roberts Richard Hedin Andrew Gotshalk Paul T. and Marilyn K. Audette Cynthia L. and Walter E. David Keller Benison Landwehr and Sears Jr. Hendricks House Preservation Rev. Dr. Paul D. Kennedy Associates Vasco F. and Monica C. Silva Fund Dr. Jean A. King and John C. Margaret A. Benison Robert J. Skinner Amy Lee Baker Fray Eric C. and Anne M. Blom Lindsay C. Slabich Peggy Kocoras Cathleen C. Bradshaw Halina B. Slowik Maureen Henrickson Memorial Lara and Todd Kopoyan Genevieve C. Brechtl SmartAnalyst, Inc. Scholarship Fund Peter and Catherine Levine Barbara C. Buchan Sharon and George M. Sousa 894 Properties Management Ann T. Lisi and Joel P. Greene Patrick J. and Jane G. Carlin St. Vincent Hospital Gayla J. Bieksha Jonathan B. and Monica E. Mary Jane Carroll Marcy and David Tixier Debra A. Bonder Lowell Anthony L. Ciociolo Michelle and Scott Ubrick Sandra L. Burke C. Jean and Myles McDonough Eileen and Stephen Clinch Christine E. and Michael R. Voss Lisa A. Campbell Janet Wilson Moore Lorraine C. and Stephen T. Don W. and Kathryn M. Mary C. Doherty Gail M. Morgan Conway Whitehead Theresa A. and William A. Charlotte P. Newton Deborah J. Cormier Dr. Daniel and Barbara Wochos Dunn Jr. Katharine Odell Julie Ann and Joseph Dandrea Corinne M. Wolfrom Lynn Granlund Outvite.com Dianne M. DesRosiers Kathleen Greeno Jesse Pack Robert E. Dik Greater Worcester Community Susan F. Halacy Lucy Pendell and Maura Conlon Mark S. Distefano Foundation Operating Fund Kristin L. Joyce Edward G. and Wendy B. Peskin Don and Patricia Eidson John W. Lund Ann E. Junnila Danna B. Peterson Barbara Emery Lorri M. Kenney Paul M. Pezzella Lisa M. and James A. Great Brook Valley Health Deborah J. Kozik Stephen and Cynthia Pitcher Faust Jr. MD Center Fund Robert J. Krensky QMass Maureen Hughson Febiger Great Brook Valley Health Beverly E. MacCollom Stephen Reynolds Sheila A. and Daniel J. Gannon Center Robin H. Millea Mary Beth and Rob Rockwell Irene C. and Norman E. Gauvin Kari A. Raffa Paul and Fay RossleyFund of M. Bonnie Gorman David R. and Rosalie A. Grenon Judith A. Rutelonis Greater Worcester James A. Gramling Jr. Fund Melissa S. Soule Community Robert Gramling MD David R. and Rosalie A. Grenon Paula A. Sylvester Foundation Robert E. and Rosalind C. Patricia L. Thompson Saint-Gobain Corporation Gramling The Grynsel Educational Christine M. Watkins Foundation Mary P. and John H. Herbowy Scholarship Fund Adam Sarnik Kenneth W. and Carolyn A. Cecelia Grynsel Honee A. Hess Partnership with Ralph F. Sbrogna Hudson Children Fund Paul and Susan Schlaikjer Fund Virginia Judson Iannini Emil Haddad Jazz Scholarship In honor of Honee Hess of the Fidelity Charitable Elise A. Jacques MD Fund Steven Magnusson Gift Fund Ellen Ann Johnson Edward P. Gardella Siff Charitable Foundation Dorothy A. Jones John D. and Joyce A. McKeogh Charles Hugo Community Lowerre and Edward Simsarian Diane L. LeClair Leonard J. and Maxine K. Morse Service Award Fund Caitlin M. Stover Virginia Lewis Dr. and Mrs. Paul Odgren In memory of Charles F. Hugo Judith Thompson Benjamin N. Lipchak Judy A. Smith Mr. and Mrs. James C. Abrams Keith and Al Toney III Carol A. and Alfred D. Mailloux Constance Tuttle Anonymous Richard P. and Margaret W. Joyce L. Marcelonis In memory of Antonette Clemons S. Jane Arntz Traina Martha and Robert J. Martin Everett J. Abraham Marguerite R. Belanger UMass Memorial Health Care Kathryn M. and Dennis P. Simon J. Chiasson Jr. Van and Paulette B. Bluemel Emily Vezina McCarthy Agnes C. Cochis Michael D. Brockelman

Greater Worcester Community Foundation • 07 ANNUAL REPORT 33 Contributors

Mr. and Mrs. R. Emerson Angelo T. Pappas Lieutenant James F. "Jay" Lyons Andrew G. Mills Brooks Jr. Saint-Gobain Corporation III Memorial Scholarship Fund Caitlin Navin Tim and Suzanne Ethier Foundation Advantage Benefits Group Northworks Bar and Grille Lillian J. and Albert G. Ferron Dottie Sundquist and Bryan AllianceBernstein Barbara O'Connor Kristen M. and Matthew P. Richheimer Eileen Barrette Mary E. O'Sullivan Fitzpatrick Sr. Ralph Bartley Tracy and Kelley Padgett Maureen and Larry Floryan John F. and Rayna Keenan Fund JoAnn Bauer Jaime L. and Paul Patriarca Marilynn L. Foley In honor of Jack Keenan’s birthday Michelle M. Beaudin Valerie Pedone Marilyn Franklin Anonymous Mary U. Been Timothy J. and Veronique C. Donald T. and Doris Ann French Karen and Michael F. Bader Robert A. Bilodeau Pitney Vance M. and Anne R. Gillespie Lisa, David, Alyssa and Justin Ann and Gregory Bilowz Steven Reilly Richard J. and Joyce L. Godfrey Bader John P. Brissette and Family Chrissy Remian William and Karin Green Bernard J. and Ann Gersh Dale Burton James Ridick Peter Harrington Andrew J. Heilpern and Carol Alice Callery Matthew J. Rivest Sharon B. Hsu Margolis Dana M. Canzano Lynn and Frederic Rushton Lisa L. Hugo John F. Keenan Jr. Scott Chapman Dennis Shea H. William and Frances L. Kathleen Comer Kathleen J. Stanton Johansen Keeping the Dream Alive Roger B. Conant Jeffrey P. Staples Harold M. Lane Jr. Scholarship Thomas Courtemarche Jay D. Stranieri Mr. and Mrs. William Maney Harriet P. Miller Hight Alys J. and James J. Covello Jr. Mylinda Swenson Susan Marsh and Richard In honor of Harriet Miller Hight’s Matthew Deignan Michele K. Tepper Maurer birthday Gina M. Dibaro Michael Testa Maurice Martel Emilie Miller Fruit Michael Doherty Susan Thorbahn Miles Funeral Director Edith M. Heier Mark L. and Janet P. Donahue Jeffrey S. Titus Richard A. and Birgit M. Nelson Erwin H. Miller Beth Dube Kathleen Toomey and Family Jim and Ida Nystrom Joseph N. and Susan H. Roseann C. Earley Tri-Star Sportswear David and Joanne O'Brien Rountree Jason P. Erban Jennifer E. Vandoros Jonathan O. Phelps Thomas J. Farrell Wexford House Carol G. and Richard A. Prager Kirby Foundation Fund Flagship Bank & Trust Company Holly J. Wielsma Robert D. and Ruth B. Price Kirby Foundation James P. and Ellen F. Foley Stefanie Wood Anne L. and Frank W. Puffer Fontaine Family and Carol Worcester Credit Union Mary C. and William J. Ritter Max H. Kuhner and Eloise A. LeDue Richard A. Xenos Brian J. and Dawn T. Rooke Kuhner Fund John G. Franco George R. and Paulette F. Eloise Kuhner Trust John A. and Alyce D. Giaquinto Magee Family Education Fund Sherrill Brian D. Grassi B. Dale Magee MD Fund Charles Skillings Leicester High School Football David and Elaine Gustafson Vanguard Charitable Sandra L. Sundin Alumni Scholarship Fund Robert Halvorsen Endowment Edward P. and Brenda K. Leicester High School Football Cong Han Weathersbee Alumni Elizabeth A. Hasson Sandy C. Marks Jr. Biomedical Richard H. and Phyllis A. Thomas Head Education Fund Whitten Peter H. and Catherine H. Jonathan J. Hylka Irvin Heifetz Virginia E. and James F. Wilman Levine Fund Kerri J. Janton and Family Julia W. Marks Catherine H. and Peter H. Thomas Jessop Debbie Anne Johnson Memorial Levine MD Donnal I. Johnson Barbara S. Massey Fund Fund Joseph M. Jourdain Robert K. Massey Jr. In memory of George R. Frye Mark MacPherson Lightbown Elise Kaplan Herbert C. and Martha H. Memorial Scholarship Fund Aaron S. Katz Sonia Werblin Masterman Fund Johnson Marion Lightbown Peter S. Keating Anonymous David Keeler Gertrude Alice Johnson Fund Celeste and Dave Lionett Donor Knights of Columbus Master Singers of Worcester Robert D. Johnson Advised Fund Council #88 Fund Stanley T. Johnson David J. and Celeste Lionett Pamela J. Kuindersma The Master Singers of Melissa LaFleur Worcester Jenica Lynn Junnila Memorial Lisi-Greene Fund Kristina B. Lahti Scholarship Fund Ann T. Lisi and Joel P. Greene Leitrim Pub Matthew 25 - The Fr. Joseph In memory of Ruth Junnila In memory of Thomas Lisi Maureen Lynch LaBran, S.J. House Fund Theresa F. Andersen Linda D. and Peter A. Chadwick James F. and Joan M. Lyons Matthew 25, Inc. Edward H. and Eva L. Duane Pamela Keogh Mary Maher Raymond and Linda Fox Kelly A. O'Connor and Craig A. Cherie Martin Howard J. and Dorothy R. Janet L. Hammarstrom Stimson Eileen M. Martin McGuiness Fund Paul G. and Lorna B. Gail T. Randall Gail Marie McCarthy Estate of Dorothy R. McGuiness Hammarstrom Joanne M. Reegan Wendy U. McCurley John R. Jolin Susan Saccoccia Re-Elect McGovern Committee Howard J. and Dorothy R. Wayne H. and Ann E. Junnila Denisha R. and Eliseo Michael McNamee McGuiness Scholarship Fund Ruth V. Larson and Family Sanchez Sr. Meghan McNeil Estate of Dorothy R. McGuiness Richard A. and Linda Marino Jasmine Vasquez-Okutoro and Paul McNeil Mr. and Mrs. William R. Palmer Moses Okutoro John Milley

34 Greater Worcester Community Foundation • 07 ANNUAL REPORT Contributors

Winifred Meany Killay and Mary E. McQuoid Sean R. Driscoll Gary C. and Ann M. Sunday Matthew Meany Memorial Kathleen M. and Martin P. Aleta M. Fazzone George W. Tetler III Fund Szerlag Jr. James X. and Jill M. P. Diane M. Thompson Shaun Bennett Robyn B. and Jeffrey Yalian Fitzpatrick Michael & Ann-Marie In memory of JoAnn Waite-Bennett William J. and Patricia C. Thompson Virginia E. Jerris Marlene and David Persky Fund Flaherty William F. and Kimberly A. Robert E. Waite Joseph Persky Foundation Thomas J. Fleming Walsh Fletcher, Tilton & Whipple, PC Randall and Ann Marie Middlesex Savings Charitable Paul M. Pezzella Fund in David and Ann Forsberg Wentworth Foundation Scholarship Fund Memory of Patsy and Theresa Friends of Nancy H. Sala Bennett K. and Carol S. White Middlesex Savings Charitable Pezzella David Gendall Mark C. and Julie A. Wilcox Foundation Paul M. Pezzella Dennis G. and Audrey R. Worcester Business Gleason Development Corporation Michael Minty Memorial Lillian S. Pratt Fund Frederic E. Greenman Cheryl A. Young Scholarship Fund Estate of Lillian S. Pratt Rita and Jeffrey Greiman Paul J. and Donna M. Zaremba Keith A. MacNeal Mr. and Mrs. Charles Grover Chapin Riley Fund Richard J. and Mary Rose Donna R. C. and John E. Barrett and Mahroo Morgan Chapin Riley Trust Guillette Sansoucy Fund Fund Anita C. Hagspiel Donna R. C. and John E. Barrett and Mahroo Morgan Rogers-Kennedy Memorial Gregory Hale Sansoucy Fund Stephen T. Hall Constantine Mina and Vasiliky Patricia A. Fletcher Barbara A. Hassan Norman L. and Dorothy A. Strates Moschos Scholarship John J. Healy Sharfman Fund Fund Melvin and Martha Rosenblatt Tressa A. Herring Norman L. Sharfman Trust Galatea Moschos Lewry and Fund Alfred and Patricia Houston Arthur T. Lewry Martha and Melvin Rosenblatt Marilyn Flint Jacques Herbert D. Sherwin Memorial Michael C. Moschos Cheryl A. LaFleur and William Scholarship Fund Paul and Fay Rossley Fund A. Kuncik Nellie Mae Education Vasiliky Strates Moschos Mildred H. McEvoy Foundation Robert A. Lambe Foundation Memorial Fund Paul and Fay Rossley Michael J. and Jacalyn M. Jay S. Sherwin and Rachel Michael C. Moschos Lastella Lefkowitz Barbara Marks Rothschild Arts Christina and Michael Lochhead Nonprofit Support Center and Education Scholarship Fund Robert J. Lorkiewicz William J. Short Scholarship Program Fund In memory of Trudie Schinagel Carmine and Marisa Luongo Fund George I. Alden Trust Marks Joseph Mannarino and Karen Priscilla Short Kerr and Phillips Aime A. Lambert Luke-Mannarino H. Kerr Ernest Osterman Family Fund Thelma E. Schinagle William F. McEvoy and Sandra Thomas E. Adams Checovich McEvoy Alice C.A. Sibley Fund Campbell Group Ida and Murray Rotman Robert and Pennyann McLaren Alice C.A. Sibley Trust Thomas R. and Virginia M. Cope Scholarship Fund Laura G. McNaughton and Susanne E. Gray and Ernest Barry S. Rotman David H. Goldberg Evelyn and Sumner Silver Fund Osterman John Medbury Evelyn B. Silver Denise Oosterman Rural Cemetery Fund Kevin P. and Laurie M. Menard Tracy L. Oosterman Proprietors of the Rural Richard N. Morency Claudia Simonian Scholarship E. Osterman Gas Service Cemetery Michael P. and Elisabeth M. Fund Elsie Osterman Morgera Anonymous Leah G. Osterman and David C. Andrew Sala Memorial Bruce G. and Celia M. Nelson Beverly A. Brown King Scholarship Fund Guy W. Nichols Matthew J. and Barbara M. In honor of Ernest Osterman In honor of Nancy Sala’s retirement William J. Nicholson Jr. and Burek Ruth Osterman Jeanette M. Ahronian Marjorie A. Katz Steven and Kimberly Paul A. and Donna M. Aliquo William and Nina O'Brien Capobianco Arthur M. Pappas and Martha John and Elizabeth Amoroso Lydia M. Pastuszek Jean Chase R. Pappas Donor Advised Cynthia A. Arcate Rudolph V. Persico Karen A. and Abdulnor Foundation Richard Arent Ronald A. Racine Chyoghly Arthur M. and Martha R. Amy Atwood Stephen B. and Marcy L. Reed Arvilla and Kerop Davidian Pappas Foundation Lawrence and Jacqueline Bailey Kevin B. and Melissa K. Edward and Nancy Davidian Arthur M. and Martha R. Andrew R. and Penny P. Richardson Cecilia M. Dibella Pappas Blaszkow Thomas E. Rogers and Margaret Valerie L. and John C. Duggan Joan Bok Buresh Rogers Christine L. Emery Christopher J. Paskell Memorial Walter F. and Helen A. Browne Glenn R. and Sandra K. Farmers Financial Group Fund Walter F. and Kathleen Browne Schleede Fenuccio Electric Assumption College Men's Ice Daniel A. Cameron Robert and Linda Seega Friends of Richard Simonian Hockey Senator Harriette L. Chandler Ronald and Cynthia Shepard Elizabeth M. and Stephen F. In memory of Patricia Hoban David R. and Diane J. Charest William T. Sherry and Diane E. Gaudet Anonymous Deanna Charves Brooks-Sherry James J. and Joanne Geneva Robert E. Dik Carol A. and Ronald L. Conte Douglas Smith Vanessa L. and Andrew G. Robert G. Gibbons Fouad and Sarah Dagher Dennis E. and Jeanne Snay Haerle

Greater Worcester Community Foundation • 07 ANNUAL REPORT 35 Contributors

Terrie J. Hanna Tahanto Regional High School Candi Tiarks Cancer Research Chester F. and Sylvia V. Caswell Carol B. Hope Scholarship Fund Fund Linda D. and Peter A. Chadwick Alida Howard Anonymous (3) In memory of William Yeager Pamela A. Cirincione Brian P. and Marie E. LaHair Martha E. Bigelow Anonymous Patricia L. Cordier Ann B. Logan and Christopher Boylston Mass Auto Body Stanley and Patricia L. Burden Keith and Lois Dahlberg C. Eccles Tom and Nancy Buckingham Robert J. and Nancy Chapman Nancy L. Dahlberg Mr. and Mrs. Orrin W. Mason Jr Alice Carlin Charlene C. Chase Joe H. and Elizabeth D. Doud Marsha R. Ovrut Clinton Savings Charitable Don's Mobile Unit Inc. Mary F. Duffy Kari A. Raffa Foundation Kenneth J. and Maria R. Emmanuel Baptist Church Suzanne A. and Manuel Robert W. and Edith M. Comeau Doucette Norma and Saul F. Feingold Rodriques Cary J. and Nancy Corkin Vincent Doucette Eugene A. Fischer Karen G. and Raymond J. Helen J. and Paul B. Dexter Elaine S. Fortier Mary F. and Warner S. Fletcher Rossetti Thomas D. and Cindy Erle John E. Freyer Patricia A. Fletcher Nancy A. Russell M. Joy Foley Stanley and Cheryl Friedlander John and Anita Haynes Judith A. Rutelonis Gerald Gleich and Francesca Lan Goodwin and Cathy Woods Robert C. and Alice E. Hohler Mario and Mary Savelloni Bang William and Judy Hobstetter Nason A. Hurowitz and Martha Kim M. Simonian Nitin and Sunita Godiwala Margo A. and Leo E. Knight Jr. P. Grace Mary and George Simonian Jr. Gary R. and Jacqueline A. Land Title Guarantee Company Pamela Keogh Richard Simonian Gothing Maria T. Lang Kathy L. and John F. Lanza Jr. Steve Charette Agency Mr. and Mrs. Dean A. Harris Candace A. Lee Shpresa C. Lee Robert Sweet Louise Roseberry Janda Old Republic International Kathleen J. Lewando Thomas B. Carroll Insurance, Inc. Brian C. and Lorna J. Keane Corporation Ruth M. Linden Karen E. and Guy M. Vallaro Mr. and Mrs. Owen Kennedy Old Republic National Title Ann T. Lisi and Joel P. Greene Arthur and Ann Marie Margaret J. Klimaski Insurance Company Mr. and Mrs. David S. Loeffler Varjabedian Barbara H. Krackhardt Thomas and Melva Peot John Loeffler Barbara A. Wrenn Mr. and Mrs. Paul Larson Scott Rager Eleanor, David and Bruce Long Luvak, Inc. Fredricka Taubitz John W. Lund John J. Simpson Jr. Memorial Marla D. and Peter S. Lyon Bill and Leslie Vollbracht Elsie Magill Fund Barry and Mary Ellen Matthew Steven R. and Heather Walker Family of Alexandra Markello Kevin and Linda O'Sullivan Madeline and Robert F. Ellen and Steve Wilson Erwin H. Miller McTague Jr. Helen J. Morey Spag's Supply Fund Mr. and Mrs. Robert E. Mecca Sumner B. Tilton Memorial Cynthia L. and Constantine L. Sandra E. Travinski Milano Regulatory Solutions/ Scholarship Fund Mourginis Jake and Ellen Milano Sumner B. Tilton Jr. Nancy Jean and William S. Steelman Expository Writing Peter W. and Emilie A. Moran Muszynski Scholarship Fund Charles and Lynda Nelson Laurie C. Tinsley Scholarship Roland T. and Ethel E. Nelson David C. Steelman and Virginia Dean and Liz Polnerow Fund Howard W. and Gertrude B. Theo-Steelman John P. and Ornella R. Quinn Robert E. Evans and Kathleen K. Nicholson Joanne B. Reitzel Evans Family Foundation Mary S. and Joseph C. Oakley Sylvia Gafvert Stubblebine Thomas A. and Mary Rinker/Bay Genworth Financial Herbert J. and Christine Fund Path Barn Frank M. and Christine Gigliotti O'Connor Joyce G. Adderley Dave and Donni Rodman Dr. and Mrs. Mark Hryniewich Kelly A. O'Connor and Craig A. Ann M. and David W. Rossow Peter J. and Pauline F. Lorden Stimson Swedish National Federation Daniel and Joan Shanahan and Christine M. McCarthy Jean C. Osborne Fund Family Kathleen A. McCarthy Stephen and Cynthia Pitcher In memory of Alice L. Carlson Carl M. Sharpe MetLife Foundation Gail T. Randall Robert Belden Florence L. Smith Stuart and Lisa V. Sargisson Joanne M. Reegan Norman B. and Anne Maja Robert L. and Paula A. Smith Elaine Edmunds Shower Dr. and Mrs. Willard G. Rice Blodgett Mr. and Mrs. David Wheeler Robert P. Stalilonis and Angele Paul and Fay Rossley Fund of Richard Cahill Mr. and Mrs. Lawrence H. M. C. Patenaude Greater Worcester Clark University Wheeler Sr. Laurie C. Tinsley Scholarship Community Foundation Harry C. and Frances R. Gadde Woodward/Wheeler Family Foundation Denisha R. and Eliseo Mr. and Mrs. Frederick Hohler In memory of Raymond DiMuzio Dorothy C. Tinsley Sanchez Sr. Gordon F. and Norma M. Hohne Helen M. DiMuzio Donald F. and Judith L. Susan E. Johnson Margaret and Gordon Stoddard Leif and Siw M. Kristiansson Paul E. Tarkiainen Art Award Torgersen Fund Susan Stuart Ingrid V. Lawrence Fund In memory of Rev. Dr. Gordon M. Audrey J. Terpo Elsie Lindof Terri and Bob Girouard Torgersen Gale B. and Philip G. Torgersen Isabelle A. and Linda I. Nelson Cindy and Albert LaBarge Isabel K. Arms William D. Wallace Philip C. and Patty J. Nyberg Lori and Todd LaBarge Mr. and Mrs. Alfred E. Barry Dr. and Mrs. Wen Yang Wen Quinsigamond Lodge #517, Vasa LaBarge Engineering & John C. and Mary G. Bath Joyce A. and Robert G. Wolcott Order of America Contracting Christina M. Bergenholtz Kimball R. Woodbury Barbara A. Rosen Teri Patriquin Peter and Marilyn Blanchard Jasmine Vasquez-Okutoro and Ingrid and John E. Ward Suzanne and Herb Boswell Moses Okutoro Temple Sinai Fund Bowditch & Marinelli, Inc. Temple Sinai Joan H. and Norman M. Bress George S. and Tammy Butler

36 Greater Worcester Community Foundation • 07 ANNUAL REPORT Contributors

Water and Land Stewardship George Coleman Otto R. and Ulrike R. Lies Jean O'Hara Siniawski Fund John J. Conte Seth J. Lillis Barbara L. Sleeper Donald and Mary Melville Donna A. and James A. Lilly's Bakery Richard P. Smith Cummings Susan M. Mailman Anne M. Spellane Webster Square Business Judith A. Dacey Leslie A. Malloy Janet Stanavich Association Scholarship Fund John F. Dansereau Annette M. and Robert R. Paul F. Stapinski Webster Square Business Darcy Design Construction Mangaudis Patricia Strong Association Antonio J. Delgado Magdalena P. Margelony Marcelle A. Stuart Committee to Elect Vinny Mr. Mawson's U.S. History Class Susan H. Sullivan Leroy Weiner Scholarship Fund DeMacedo at Doherty Memorial HS Tanks Unlimited Gail Weiner Korval George E. Dickey Jr. Irene L. Mayo Victor M. Taylor In honor of Bibe Schlesinger’s Susan J. and James G. Andrew P. and Lisa K. Mazurka TLC Pet Haven birthday Dobson Jr. and Sierra Kathleen Toomey and Family Betty and Ed Shuman Philip Drapos Brian McCarthy Gail C. and Peter A. Tosi Committee to Elect Joseph D. Denise A. McElhinney Skip and Loretta Twichell Mr. and Mrs. Robert H. Wetzel Early Jr. Lynn and Robert McLaughlin Union Music Fund Engine 15 Dottie McLoughlin Anna-Maria Vacca Joy Wetzel Hall through United Alfred S. Erlich Mary McLoughlin Wachusett Babe Ruth Baseball Way of Central Massachusetts Dale P. Fafard Susan M. McNamara League Mark and Anne Marie Farrell Janice and Sebastian Messina Jr. Marsha K. and Ronald W. Todd H. and Charlotte A. Kurt Farrington Ellen S. and David A. Meyers Wagner Wetzel Fund Donna M. Fiore Peter E. Michaud Christian K. Weber Todd H. Wetzel through United Craig F. Fitzgerald JoAnn and David Mills Robert W. Welch Way of Central Massachusetts Cynthia M. Flaherty John Monfredo Mr. and Mrs. John S. Wells David T. Flood Donna Murdock Peter D. and Shelie A. Wells Whittier Family Charitable Gift Gail and Dennis Foley Murphy Family West Tatnuck School, Mrs. Fund Committee to Elect John Fresolo Nancy and Karl Nelson Keaney's 5th Grade Class Henry and Donna Whittier Galway Bay Marcia Norbeck Helen V. Williams Richard W. and Joyce E. Green Kurt A. Nordquist Worcester Administrative Irving N. and Annabel Wolfson Nancy J. and Benjamin A. Neal M. Novack DMD Officers' Association Fund Greene James J. and Theresa M. O'Brien Worcester Fire Fighters Irving N. Wolfson MD Ellen M. Gregus Jonathan Olson Association Local 1009 Patricia A. Hall Jeanne F. O'Malley Worcester Police Department Worcester Animal Rescue James M. Hallaman Carol A. O'Sullivan WTAG Listeners League Fund David L. Hammond Our Lady of the Angels 5th Margaret B. Zytkiewicz Glenn C. DeMallie Dorothy Hargrove Grade Class Robert K. Massey Jr. Mary Haroyan Gloria J. Padula Youth Opportunity Fund Richard J. and Mary Lou Penny Wise Markets Richard Monette Landscaping & Worcester County Poetry Hastings Committee to Elect Michael C. Construction Association Founders Fund Nancy D. Hawley Perotto City Council Mr. and Mrs. Michael True Jeanne M. Hays Michael C. Perotto Insurance Youth Opportunities Upheld, Worcester County Poetry Dennis M. Head Jr. Agency Inc. Fund Association Beth A. Heckman Committee to Re-Elect George Y.O.U., Inc. Donna J. Hendrickson N. Peterson Jr. WTAG Christmas for Children Bruce R. and Nancy E. Herholz Joseph M. and Gayle A. Petty Fund Immedia Rene H. Picard Joe Abbascia Arthur and Sophie Innamorati Doris and Donald Piche Billy and Janice Abdelnour International Brotherhood of Robert F. and Carole E. Pietro Advanced Energy Concepts Electrical Workers Local Shirley I. Prachniak Adeline M. Anderson Union 96 Protech Anonymous (2) Paul R. Jackson Quizno's Subs Lenore C. Armstrong Joe Dimaggio Little League Raymond Raboin William and Valerie Barrett and Penelope B. Johnson Lawrence M. Raymond Family Knight Incorporated/Daniel and Peter S. and Kimberlee A. Suzanne and Steven Berard Jane O'Connor Riggsby Martha E. Bigelow Mary Ann Kourey Judith A. Robbins Wendy A. Bragg Steven LaBarre Augusta J. Rosen Richard P. and Ellen M. Brigham Laborers International Union of Gary Rosen Richard J. Burgess NA Local 243 Paul and Fay Rossley Fund of Mildred Bushong Jonathan W. Lacob Greater Worcester Henry Camosse Jr. Debra LaVergne Community Foundation Beverly F. Cancelmo Sharon and Richard Lawson Edward E. Ryan lll Wanda and Dallas Cantlin James L. LeClaire Paul A. Samar Every effort has been made to Mary and Francis R. Carroll Patricia A. Lee Mary Shea ensure the accuracy of this list. Mickey Chapman Richard E. and Joanne M. Thomas F. and Carolyn B. Shilale If we have made an error, please Paul and Nancy T. Chase Leveillee Janice Silverman let us know. Eleanor Laing Clifford Sydney Levy

Greater Worcester Community Foundation • 07 ANNUAL REPORT 37 New Funds A gallery of creative giving

Jane Bath Fund Fred and Leona Eppinger Shrewsbury resident Sandra Celona honors the memory of her Scholarship Fund friend Jane Bath with this donor advised fund that supports What do you give your parents for their programs serving youth and families. 60th wedding anniversary? The Eppinger family chose to create a scholarship fund Edward W. Bettke Scholarship Fund for college-bound students at David Prouty Edward Bettke created this designated fund High School in Spencer. to benefit several of his family’s favorite schools: Christ Community Lutheran School Friends of the Upton Town Library Fund in Naples, Florida; St. Andrew Lutheran The Friends of Upton Town Library is a School in Chicago; and in nearby Melrose nonprofit that promotes the joy of reading. Park, Walther Lutheran School. Its agency fund will pay for items not covered in the library budget and bolster an George S. and Tammy Butler Fund upcoming campaign to improve George and Tammy Butler of Boylston created this donor library facilities. advised fund to bring more planning and continuity to their charitable activities. Barbara H. Gaudette Fund Barbara Gaudette created this donor advised fund to benefit the Admiral and Mrs. Louis E. Denfeld communities of Worcester and the Blackstone Valley. Scholarship Fund This fund was created with a bequest from Paul J. Gramling Memorial Scholarship Fund for Ruth Denfeld of Westborough and faithfully Compassionate Care Giving to People with Alzheimer’s administered by trustees through a law firm. The late Dr. Paul Gramling was the long- They chose the Foundation as the ideal home serving chief of emergency services at St. to perpetuate and manage this scholarship Vincent Hospital in Worcester. Late in life, for Westborough High School graduates. he suffered from Alzheimer’s disease. His wife, Dr. Kathryn Gramling, honors her Jane Kenah Dewey Abbot/Andover Fund husband with this fund, which supports Jane Dewey of Worcester created this continuing education to those who care for designated fund for the Abbot Academy, Alzheimer’s patients. one of the nation’s first schools for girls and since 1973 a component of Phillips The Hedin Family Memorial Fund and Andover Academy. Hedin Family Memorial Emergency Fund Retired high school teacher Richard E. Henry B. and Jane K. Dewey Fund Hedin of Auburn honors his parents, for Wellesley College Blanche and Harold Hedin, with these funds, Wellesley alumna Jane Kenah Dewey ’52 which help people with critical needs and created this endowed fund as her class gift. provide scholarships to Auburn High School students pursuing a teaching career. Stephen G. Economos Scholar Athlete Fund Charles Hugo Community Worcester businessman Stephen Economos, Service Award Fund known as “Mr. E,” was a generous When Charles F. Hugo died in 2005 at age contributor to youth organizations and for 77, the town of Holden lost an ardent and five decades he coached youth and college effective champion. His daughter Lisa Hugo softball. His daughter Christina spearheaded led the effort to honor him by creating this this fund, which will award scholarships to scholarship, which benefits graduating softball players. seniors of Wachusett Regional High School.

38 GreaterGreater Worcester Worcester Community Community Foundation Foundation • 07• 07 ANNUAL ANNUAL REPORT REPORT New Funds Each fund is an inspired act that enriches the community

Kirby Foundation Fund Lillian S. Pratt Fund The Kirby family’s five siblings and their Lillian Sophia Prikacki was a Lithuanian- spouses were introduced to philanthropy American who dressed with flair, drove a as trustees of a family foundation created sports car, and traveled the world with her by their late father, Robert Kirby. They companion, Jimmy. She died in Worcester established this donor advised fund to honor at age 97, leaving a charitable bequest to their sister, Lisa Kirby Gibbs of Worcester, create a fund that benefits Abby’s House and and support her local interests. UMass Memorial Hospice.

Leicester High School Football Alumni Evelyn and Sumner Silver Fund Scholarship Fund Longstanding environmental advocate In 1960, the Leicester High School football Evelyn Silver and her husband Sumner, an team had an undefeated season and many of attorney in Worcester, created this fund to the teammates stay in touch as members of benefit local environmental organizations the LHS Football Alumni Club. Through in perpetuity. this permanent fund, the club will award scholarships to the school’s college-bound football players. Claudia Simonian Scholarship Fund Claudia Simonian was a beloved Sutton Peter H. and Catherine H. Levine Fund elementary school principal and anonymous Peter and Cathy Levine created this donor philanthropist. Claudia’s family honors her advised fund to support philanthropic with this scholarship fund, which will help interests that include gardening, youth financially needy students of Sutton services and musical performance as well as High School. their abiding engagement in health care that reflects Peter’s long career as a physician, Temple Sinai Fund researcher and hospital CEO. Temple Sinai is celebrating its 50th anniversary. Its endowment committee Master Singers of Worcester Fund created this agency fund to ensure the This agency endowment fund celebrates continuity and growth of this thriving the 32nd anniversary of the Master congregation and religious school in the Singers of Worcester, whose superb choral Reform Judaism tradition. performances are backed by strong fiscal management. Whittier Family Charitable Gift Fund Sutton residents Henry “Ross” Whittier and Donna Whittier established this donor advised fund to support their varied local Matthew 25 Father Joseph LaBran S.J. interests including educational programs for youth and teens. House Fund In honor of Father Joseph LaBran S.J., a Worcester Animal Rescue League Fund former chaplain at Holy Cross College, this Robert K. Massey Jr. created this fund to fund will support a project by Matthew honor his late father, Robert K. Massey Sr., 25, a nonprofit that renovates multi-family a founder of Greater Worcester Community properties to create affordable rental Foundation. The fund helps the Worcester housing for low-income families. Animal Rescue League care for lost and abandoned animals. Barrett and Mahroo Morgan Fund Mahroo and Barry Morgan of Worcester will use their fund to sustain two cherished institutions: the First Unitarian Church and the Worcester Art Museum.

Greater Worcester Community Foundation • 07 ANNUAL REPORT 39 Invitation to the Acorn Society

Acorn Society Members Anonymous (2) John Adam Jr. Isabel K. Arms Brian L. and Betty G. Bjurling Cushing C. Bozenhard Douglas P. Butler Kenneth and Nancy Candito Jeanne Y. Curtis Elizabeth O. Dean Francis H. Dewey III Henry B. and Jane K. Dewey Ross K. and Lisa F. Dik Richard and Carol Dymek Elmer E. Ellison Jr. * Dennis F. Gorman David R. and Rosalie A. Grenon Claire L. Halvey Harriet P. Miller Hight * Forrest A. and Shirley H. Jacobs Frances and M Howard Jacobson Patricia L. and Kenneth R. Jones Acorn Society members include Paul and Fay Rossley (left) and Tony Tilton, a former David P. Leach and Audrey Klein-Leach Foundation president. Catherine H. and Peter H. Levine MD Margaret D. Lincoln Ann T. Lisi We invite you to join the ever-growing roster of Acorn Society members. John W. Lund Becoming a member is simple: Just let us know that you have named the Barbara B. and Raymond E. Morin Foundation as a beneficiary of your estate. John M. Nelson Sarah D. Pettit Bonnie M. Prescott Your deferred gift can be a portion of your estate—as little as one percent of its Gloria and John A. Rauth total value. Or with a donation of $10,000 or more, you can establish a named fund. Susan and C. Reid Roberts MD Linda Carlson Romano While helping to secure the future of the Foundation, your planned gift may Evelyn B. Silver provide you with significant tax advantages. And as a Society member, you will David C. Steelman and Virginia Theo-Steelman be invited to special events, including our annual meeting, investment breakfast, Helen M. Stinson and Insights Tours, which bring donors and service providers together to explore Cynthia C. and Harrison G. Taylor Jr. issues critical to Greater Worcester. Sumner B. Tilton Jr. Irving N. Wolfson MD David K. Woodbury We are deeply grateful to every member of the Acorn Society, including those Kimball R. and Elizabeth Woodbury who prefer to remain anonymous. Your legacy strengthens your Foundation—and your community. Find out more by contacting Ann T. Lisi, Executive Director, at New Members (508) 755-0980 or [email protected]. Edward W. Bettke Mark P. Bilotta and Henry O. Ritter Maurice J. and Pamela K. Boisvert James S. Demetry Dina R. and Gerald (Lee) Gaudette III Richard Hedin Paul and Fay Rossley our legacy strengthens your Foundation— Sally S. Schenck Y and your community. * Deceased 2008

40 Greater Worcester Community Foundation • 07 ANNUAL REPORT Named Funds Discretionary, Field of Interest and Committee Advised Funds

Since 1975, generous individuals, families and organizations have used Sarah B. and Dix F. Davis Fund (2002) the Foundation to manage their charitable giving through a named fund. $15,711 Established with a gift of $10,000 or more, these funds produce income for Eliza D. and Cora J.D. Dodge Fund grant making that supports organizations and purposes defined by the donor. (1985) $7,037,360

Fund types: Ruth H. and Warren A. Ellsworth • Discretionary, field of interest and committee advised funds support the Fund (1983) $127,189 changing needs of the community • Donor advised funds allow donors to make grant recommendations EMC Community Fund (2000) $46,335 • Designated and agency funds support a particular organization Fairlawn Foundation Fund (1991) • Scholarship funds provide tuition assistance to students $10,628,370 The following list notes the year that each fund was created and its balance as Fallon/OrNda Community Health of December 31, 2007. Some balances have been omitted at donor request. Fund (1996) $5,735,732

Charles H. Farnum Fund (2003) Andrew N. Ahlfors and Helmi E. Children’s Christmas Fund (1991) $1,448,594 Ahlfors Fund (2002) $302,819 $19,148 Marion Stoddard Fletcher Fund (1992) Lois Anne Memorial Fund (1993) Child Wellness Fund (2001) $12,381 $1,707,364 $39,422 Elva E. and John J. Chisholm Fund Founders Fund (1983) $506,987 Clarence S. Arms Family Fund (1986) (1989) $6,530,182 $15,776 Samuel Frank Charitable Fund (1993) Barbara E. and William E. Christensen $428,811 Fund for the Arts and Humanities Fund (1998) $65,803 (1993) $362,174 Esther and Howard G. Freeman Fund Community Ministries Fund (2006) (1984) $71,356 The Auburn Foundation (2002) $26,115 Friends of Learning in Killingly Fund Nils Bjork Memorial Fund (1992) Dr. Harold M. Constantian Fund (1997) (1998) $91,025 $43,219 $14,850 Garfield Berry Fund (1998) $11,636 Robert W. Booth Fund in Memory of Fairman C. Cowan Fund (1995) $62,344 George F. Booth (1988) $9,692,529 Ragnhild L. Gersdorf Fund (1994) Lorraine Crepeau Fund (2006) $961,322 $60,613 Olive I. and Anthony A. Borgatti Jr. Fund (1987) $209,548 Robert and Mary S. Cushman Fund GLBT Partnership Fund (2005) $185,176 (1978) $430,061 Bowditch & Dewey Fund (1989) Haskell and Ina Gordon Fund (1980) $218,691 Richard C. Daniels Fund (2001) $26,165 $780,953 Robert S. and Helen A. Bowditch Fund Nathan and Barbara Greenberg Fund (1990) $72,988 Anna S. and Warren G. Davis Fund (1982) $281,581 (1998) $16,373 Cancer Care and Research Fund (1991) Mary B. Grogan Fund for Youth (2001) $21,208 Jean B. and Gilbert S. Davis Fund $70,555 (1994) $38,963 John Carter “High Five” Youth Margery M. and O. Vincent Gustafson Hockey Fund (1996) $16,001 Rosemary Davis Environmental Fund (1980) $87,160 Central Massachusetts Health Preservation Fund (2001) $62,849 Standards Fund (1990) $162,200

Greater Worcester Community Foundation • 07 ANNUAL REPORT 41 Named Funds Discretionary, Field of Interest and Committee Advised Funds

Greater Worcester Community Barbara S. Massey Fund (2000) $985,789 Harry G. Stoddard Fund (1992) Scholarship Fund: Ruth and John $1,068,489 Adam Founders (2000) $4,276,963 Micah Housing Corporation Fund (1981) $18,856 Estelle M. Sullivan Fund (2003) Greater Worcester Jaycees Fund (1997) $193,893 $42,492 James J. and Patricia A. Moynihan Fund (2003) $123,221 Gilbert H. Sundberg Fund (1987) Raymond P. Harold Discretionary $33,805 Fund (1982) $174,318 Marc Needleman Memorial Fund (2000) $10,180 D. Russell and Atsye S. Taft Fund Francis A. and Jacquelyn H. (1992) $867,310 Harrington Human Services Fund Organization Assistance Fund (1996) (1992) $1,556,847 $129,269 Joseph A. Tosoni Fund (2002) $725,886

Rosemary Marble Harris Fund (2001) Partnership Fund (1990) $250,652 Tree Fund (2000) $9,243 $26,352 Christopher J. Paskell Memorial Fund Corinne Charron Turner Fund (1986) Orville Harrold Fund (2005) $383,452 (2004) $20,545 $23,349

Bradley C. Higgins Fund (1982) Marlene and David Persky Fund (1997) UniBank September 11th Emergency $185,546 $72,306 Personnel Education Fund (2002) $31,081 Harriet Miller Hight Education Fund Ann J. and Richard Prouty Fund (1988) with the Association of Colored $446,375 Water and Land Stewardship Fund Peoples (1982) $61,812 (2000) $324,549 Providence & Worcester Railroad The Robert M. and Carolyn G. Hyde Company Fund (1991) $74,691 Curtis G. Watkins Education Fund Fund (1998) $49,591 (1995) $22,136 Renaissance Award Fund (2004) Jeppson Memorial Fund (1976) $148,214 Mr. and Mrs. Robert H. Wetzel Fund $1,497,612 (1983) $382,861 Melvin and Martha Rosenblatt Fund Jiji’s Fund (1999) $19,561 (1985) $73,298 Robert J. and Anne C. Whipple Fund (1997) $9,904 Albert R. and Carolyn Jones Fund Saint Vincent Healthcare Fund (1999) (1995) $223,496 $181,148 Irving N. and Annabel Wolfson Fund (1998) $13,156 John F. and Reyna Keenan Fund (1994) Seven Hills Youth Fund (1995) $11,441 $19,518 Worcester County Deputy Sheriffs Norman L. and Dorothy A. Sharfman Association Fund (1999) $21,517 Marian B. Kubelus and Marian Zell Fund (2004) $2,596,534 Nesbit Memorial Fund (1984) $691,833 Worcester Credit Bureau Fund (1992) Sumner Lee Sharfman Fund (1984) $1,686,037 Max H. Kuhner and Eloise A. Kuhner $94,839 Fund (2005) $412,129 Worcester Executives Association Shepherd Knapp School Fund (1979) - Dana DeAngelis McDonald Fund Nancy and Michael Leavitt Fund (1984) $747,684 (2000) $7,640 $5,221 Alice C.A. Sibley Fund (2004) $673,164 Youth For Community Improvement Leicester Savings Bank Fund (1997) Endowment Fund (2002) $14,647 $1,272,506 Evelyn and Sumner Silver Fund (2007) $10,039 NEW Youth Opportunity Fund (1981) Main South Fund (1999) $45,446 $1,013,541 H. Arthur Smith Fund (1986) $460,725 Frances F. Mansfield Fund (1996) Spag’s Supply Fund (1986) $39,711 $29,479

42 Greater Worcester Community Foundation • 07 ANNUAL REPORT Named Funds Donor Advised Funds

Argitis Family Fund (2004) Gene J. DeFeudis Fund (1991) Finnish American Social Club Fund $34,100 $139,025 (1998) $285,160 Finnish Heritage Foundation Fund Isabel K. Arms Fund (2005) Mary C. DeFeudis Fund (1991) (1991) $14,539 $43,382 $182,892 A. Jane Fitzpatrick, M.D. and Edward Elkanah B. Atkinson Community and Theodore and Marjorie M. Deitz F. Kilroy, M.D. Fund (1998) $11,611 Education Fund (1986) Fund (1993) $34,617 Phyllis and Stuart Freilich Charitable Jane Bath Fund (2007) Martha L. and William P. Densmore Foundation Fund (1999) $107,879 $25,846 NEW Fund (1999) $94,745 Barbara H. Gaudette Fund (2007) Olive I. and Anthony A. Borgatti Jr. Henry B. and Jane K. Dewey Fund $20,000 NEW Fund (1987) $213,477 (1994) $126,320 Lillian R. Goodman and Mary Bozenhard Charitable Fund (2005) Morgan B. and Loretta R. Dewey K. Alexander Fund for Nursing $35,337 Fund (2001) $12,751 Education and Research (1999) $49,599

The Douglas P. Butler Fund (1998) Carolyn Knight Dik Fund (1998) Margaret A. and Ralph H. Gowetz $17,918 $22,162 Fund (1990) $43,136

George S. and Tammy Butler Fund Ross and Lisa Dik Fund (1993) Paul J. Gramling Memorial (2007) $99,922 NEW $16,558 Scholarship Fund for Compassionate Caregiving to People with Marcia Butzel Fund (2001) Barbara M. and Irving James Alzheimer’s (2007) $7,619 NEW Donahue Jr. Fund (1993) $16,763 William R. and Janet A. Carrick Fund Lois B. and Robert F. Green Fund (1998) $30,709 Lillian Knowles Eldred Fund of (2001) $16,801 Pakachoag Church for the Support of Wynne L. Chase Fund (1998) Sacred Music (1999) $32,265 David R. and Rosalie A. Grenon Fund $226,963 (1986) $231,692 Gordon Iver and Dorothy Brewer Maureen Logan Coghlin Fund (2001) Erikson Fund (1996) $34,043

Herbert B. and Jayne Cohan Fund (2000) $29,180

Paul E. Cohan Fund (2000) $30,879

Hugh W. and Harriet K. Crawford Fund (2004) $969,542

Elizabeth A. Culhane Memorial Fund (2000) $13,113

Jeanne Remillard Curtis Fund (1999)

Rosemary Davis Memorial Fund (2000) $2,979,154

Dana L. DeAngelis-McDonald Memorial Fund (2002) $14,308 Participants in the Foundation’s Youth for Community Improvement program become acquainted at a winter retreat before they start their season of grantmaking.

Greater Worcester Community Foundation • 07 ANNUAL REPORT 43 Named Funds Donor Advised Funds

Newell and Betty Hale Fund (2001) Celeste and Dave Lionett Donor Charles E. Scott Community Fund $2,080,537 Advised Fund (2004) $64,997 (1997) $12,265

Joseph F. and Claire L. Halvey Fund Lisi-Greene Fund (2004) Charles E. Soule Paul Revere (2002) $7,256 $13,216 Insurance Group Centennial Fund (1995) $70,772 Raymond P. Harold Memorial Fund Konstantina B. Lukes Fund (1986) (1982) $162,628 $4,922 Candi Tiarks Cancer Research Fund (1996) $15,663 Harris Family Fund (2001) $13,136 MacLean Family Fund (2004) $28,620 Margaret and Gordon Torgersen The Hedin Family Memorial Sandy C. Marks Jr. Biomedical Fund (2000) $26,143 Emergency Fund (2007) NEW Education Fund (2003) $25,500 Margaret W. and Richard P. Traina Frances M. Herron Fund (1997) Marla Maykel Fund (2001) $45,419 Fund (1999) $15,027 $95,556 Charles H. McDonald Memorial Trust in Kids Fund (1987) $73,216 Ann D. and Louis C. Iandoli Fund Foundation (2005) $9,523 (1986) Amos E. and Ann Laura Wasgatt C. Jean and Myles McDonough Fund Fund (1997) $36,807 Gertrude Alice Johnson Fund (2002) (1988) $31,741 $93,897 Todd H. and Charlotte A. Wetzel James J. and Patricia A. Moynihan Fund (1992) $28,927 W. David and Lee Norton Kelly Donor Advised Fund (2003) $21,676 Family Fund (2002) $19,244 Whittier Family Charitable Gift John M. Nelson Fund (1990) $150,912 Fund (2007) $97,879 NEW Kesseli and Morse Company Fund (1998) $12,378 Ernest Osterman Family Fund (2004) Glenda and Arthur Wolpert Fund (1999) $88,244 Winifred Meany Killay and Matthew Pakachoag Church Fund for Human Meany Memorial Fund (2003) Understanding (1999) $35,197 WTAG Christmas For Children Fund (2000) $105,819 Kirby Foundation Fund (2007) Arthur M. Pappas and Martha R. $13,996 NEW Pappas Donor Advised Foundation (2002) Augusta H. Kressler, M.D. Fund (2002) $20,073 Pelletz Family Fund (2003) $64,727

George and Anna Krikorian Family Town of Petersham Fund (1984) Fund (1994) $280,015 $159,254

Lionel M. and Cynthia E. Lamoureux The Pyle Fund (1986) $597,912 Fund (2000) $11,155 Quota International of Worcester The LaVigne Family Fund (1992) Fund (1998) $12,988

Anne A. Levine Fund (1995) Paul and Fay Rossley Fund (1995) $16,787 $202,058

Peter H. and Catherine H. Levine Donna R. C. and John E. Sansoucy Fund (2007) $73,000 NEW Fund (2006) $12,385

44 Greater Worcester Community Foundation • 07 ANNUAL REPORT Named Funds Designated Funds

Hollis E. and Gwendolyn D. Alden Jane Kenah Dewey Abbot/Andover Paul J. and Dorothy B. Kervick Fund Fund (1977) $143,726 Fund (2007) $24,733 NEW (1996) $29,607

Clarence S. Arms Family Fund (1986) Directors and Corporators Peter J. and Sophie Kosky Fund (1988) $15,819 Community Impact Fund (2007) $17,519 $56,751 NEW Elizabeth Trumbull Barton Fund Max H. and Eloise A. Kuhner (2004) $389,203 Directors and Corporators Fund (1984) Memorial Fund (2005) $355,488 $782,047 Edward W. Bettke Scholarship Fund John W. Lund Fund (1993) $178,644 (2007) $10,536 NEW Douglas Center Cemetery Preservation Fund (1999) $37,274 Frances F. Mansfield Fund (1996) Barbara Allen Booth Fund (2001) $88,092 $134,731 Marjorie G. and Elmer E. Ellison Jr. Fund (2001) $16,436 Sonia Werblin Masterman Fund (2001) Robert W. Booth Fund for the $15,742 Worcester Historical Museum (2002) Norma and Saul F. Feingold Joy of $639,457 Music Fund (2006) $6,447 Howard J. and Dorothy R. McGuinness Fund (2004) $82,186 Bosler Humane Society Fund (1986) Shirley Feldman Fund (2005) $22,001 $57,131 Edward P. Miner and Dauphinais Park First Congregational Parish, Unitarian Endowment Fund (2003) $19,486 Dr. and Mrs. Edward Budnitz Fund Fund (2006) $59,581 (1995) $37,117 Barrett and Mahroo Morgan Fund First Unitarian Church Fund (2006) (2007) $100,692 NEW H. Paul and Sara B. Buckingham III $148,546 Fund (2000) $11,458 Vasiliky Strates Moschos Memorial Patricia Fisher Fund (2006) $36,235 Fund (2002) $19,613 Polly C. and Joseph R. Carter Fund (1987) $279,534 Newell Hale Memorial Fund (2003) Rani P. and Haribabu Muddana, M.D. $24,539 Fund (2001) $42,469 John P. Castagnetti Memorial Fund (2003) $14,466 Ginette Harrison, M.D. Memorial C. Bradford and Elizabeth C. Newell Fund (2001) $107,883 Fund (1999) $81,346 Central Massachusetts Disaster Relief Residue Trust Fund (1980) Hendricks House Preservation Fund Norcross Heritage Fund (2004) $14,217 $77,079 (1999) $148,320 Sarah Daniels Pettit and William O. Chesson Family Fund (1991) $19,270 Honee A. Hess Partnership With Pettit Jr. Fund (1996) $32,965 Children Fund (1996) $25,791 Charles P. Ciaffone and Rose B. Paul M. Pezzella Fund in Memory Ciaffone Fund (2005) $32,985 Robert G. and Eliza C. Hess Fund of Patsy and Theresa Pezzella (1999) (1979) $112,861 $21,422 Martha A. Cowan Fund (1987) $55,208 Holden Council on Aging/Senior Pomfret Community School Arts Fund Hugh W. and Harriet K. Crawford Center Fund (2003) $12,785 (2006) $46,822 Endowment Fund for the Pearl L. Crawford Memorial Library (2006) Jeppson Memorial Fund (1976) Lillian S. Pratt Fund (2007) $539,108 $2,455,776 $19,879 NEW

Ethel S. Cunningham Fund (1987) Marcia R. Katter Memorial Fund (2001) John A. Rauth Fund (2001) $123,223 $84,197 $31,384

Henry B. and Jane K. Dewey Fund for Lawrence M. and Augusta L. Keeler Arthur J. Remillard Jr. Fund (1993) Wellesley College (2007) $34,126 NEW Fund (1997) $83,112 $691,700

Greater Worcester Community Foundation • 07 ANNUAL REPORT 45 Named Funds Designated Funds

Louise R. and John F. Reynders Fund (1987) $40,622

Marvin Richmond Fund (1998) $59,633

Chapin Riley Fund (2000) $1,973,370 MarketMarket Va Valuelue of of Funds by by Type Type (millions) (millions) Katharine Higgins Riley Fund (1991) $299,902 $12.2 $13.7

Rogers-Kennedy Memorial Fund (2003) $21,944

Saul A. Seder Fund (1991) $18,166 $25.2 $19.5

H. Arthur Smith Fund (1986) $462,370

Khazma A. Soffan Memorial Fund (2000) $67,618 $15.1 Helen M. and Thomas B. Stinson Fund (2001) $13,430 $15.9

Mary Louise Wilding-White Fund (1978) $113,736 $28.7

Agency Committee Advised Designated Harold Davis Woodbury Fund (1987) Donor Advised Field of Interest Scholarships $54,523 Discretionary Worcester Animal Rescue League Fund (2007) $11,614 NEW

Worcester Art Museum Booth Family Fund for Education and Outreach (1999) $2,324,107

Worcester Arts and Humanities Educational Collaborative Fund (2002) $15,447

Worcester Engineering Society Fund (1989) $25,784

Worcester Historical Museum Robert W. Booth Fund for Salisbury Mansion (1995) $476,289

46 Greater Worcester Community Foundation • 07 ANNUAL REPORT Named Funds Agency Funds

African Heritage Institute Fund (1997) Friends of Northbridge Elders Fund South Worcester Neighborhood $6,136 (1997) $55,077 Center Growth Fund (1985) $62,440

American Red Cross of Central Friends of the Upton Town Library Tatnuck Brook Watershed Fund (1996) Massachusetts Fund (2000) $15,192 Fund (2007) $17,993 NEW $4,694

Auburn Youth and Family Services Julie Chase Fuller Endowment Fund Temple Sinai Fund (2007) Endowment Fund (2000) $36,189 for Mechanics Hall (1989) $688,222 $286,000 NEW

Father Miguel Bafaro Fund (1998) Great Brook Valley Health Center Touchstone Community School Fund $13,201 Fund (1984) $612,086 (2005) $334,598

Barre Players Endowment Fund (1997) Greater Worcester Land Trust Fund United Way of Central Massachusetts $10,354 (1988) $60,017 Fund (1987) $3,729,991

Big Brothers Big Sisters Mentoring Roberta Gunn Fund for Board Worcester Area Association for the Fund (1999) $58,893 Development (2003) $16,173 Education of Young Children Fund (1998) $18,061 Blackstone Valley Chamber of Joy of Music Program Beveridge and Commerce Education Foundation Frances Webster Endowment Fund Worcester County Law Library Trust Fund (2005) $54,249 (2000) $39,153 Fund (1998) $805,879

Janet Alden Carrick Memorial Fund Lincoln Village Tenants Association Worcester County Poetry Association for the East Douglas Evergreen Fund (1997) $4,915 Founders Fund (2002) $24,014 Cemetery (2006) $11,805 Master Singers of Worcester Fund Worcester County Poetry Choose Worcester Fund (2005) (2007) $10,282 NEW Association’s Worcester Review Fund $534,334 (2000) $89,866 Matthew 25 Fund (1997) Douglas Historical Society Fund $210,125 Worcester Historical Museum Fund (2000) $103,849 (2002) $1,970,965 Millbury Public Library Endowment Dynamy Fund (1997) $40,703 Fund (1991) $103,720 Worcester Regional Research Bureau Fund (1989) $80,654 East Douglas Evergreen Cemetery National Memorial Trust Fund (1990) Company Fund and Wallen Memorial $15,329 Worcester Public Library Fund (1992) Trust (2005) $330,400 $31,605 Rural Cemetery Fund (2006) The Elm Park Center for Early $2,303,806 Youth Opportunities Upheld, Inc. Childhood Education Scholarship Fund (1987) $623,437 Fund (2006) $114,705

Emmanuel Baptist Church Endowment Fund (1994) $31,396

Lois S. Feldman Fund (1990) $28,247

First Congregational Church of Douglas Endowment Fund (1999) $15,776 Foundation program officer Lois Smith (left) and Susan Friendly House Fund (2000) $34,911 Gately, associate dean of Worcester State College, Friends of Gale Free Library 110th were presenters at the Endowment Fund (1998) $382,487 2007 donor Insights Tour.

Greater Worcester Community Foundation • 07 ANNUAL REPORT 47 Named Funds Scholarship Funds

The Foundation’s endowed Mary Connolly Memorial Scholarship Mary R. Fedeli Memorial Scholarship scholarship funds are listed here, Fund (1999) $10,375 Fund (2002) $73,772 One award - $150 Four awards - $4,000 followed by the year established, market value on December 31, 2007 Cutler Associates, Inc. Scholarship Anita and Nathaniel A. Feingold and the number and total dollar (Melvin S. Cutler Fund) (1986) $14,403 Scholarship Fund (1994) $13,316 amount of approved awards. Four awards - $6,000 Two awards - $1,400

December 3rd Scholarship Fund (1999) Norma and Saul Feingold Fund (1983) $1,634,153 $21,682 Adolfo Arrastia Beacon of Light Nineteen awards - $49,000 One award - $1,000 Scholarship Fund (2005) $21,223 One award - $725 Admiral and Mrs. Louis E. Denfeld Finnish American Social Club Scholarship Fund (2007) $37,401 NEW Scholarship (1998) Helen P. Arsenault Memorial Five awards - $4,000 Scholarship Fund (2000) $15,919 Santo J. and Ellen M. DiDonato One award - $1,000 Memorial Scholarship Fund (1999) Gerald A. Fogarty Memorial $257,539 Scholarship (1998) Auburn Woman’s Club Scholarship Two awards - $9,500 One award - $1,000 Fund (2000) $41,433 Two awards - $1,000 John and Fran Duke Scholarship Fund Earl P. Fontaine Memorial (2004) $9,621 Scholarship Fund (2003) $16,262 AVID North Scholarship (2004) $8,869 One award - $500 One award - $500 Janet Fraser Scholarship Fund (1999) Richard and Carol Dymek Scholarship $272,874 Dennis Elroy Barry Memorial Fund (2006) $17,003 Four awards - $10,000 Scholarship Fund (2005) $3,282 One award - $650 John F. Freeland Memorial Fund (2005) Belmont Street Community School Joseph D. Early Scholarship Fund $26,685 Scholarship Fund (2000) $13,842 (2006) $11,146 One award - $1,200 One award - $500 One award - $450 Friends of Rutland Heights Hospital Loretta J. Belval Scholarship Fund East Brookfield Scholarship Fund Permanent Fund Scholarship (1993) (2002) $43,489 (2004) $71,520 $67,367 One award - $1,500 Four awards - $2,500 Stephen G. Economos Scholar Athlete Bruce S. Bennett Fund for Community Fund (2007) $15,239 NEW Judge William Garbose Memorial Journalism (2006) $15,627 Scholarship (1998) $50,706 One award - $675 Jeffrey S. Edinberg Memorial Four awards - $4,000 Scholarship Fund (2002) $26,023 Mary and John Buckley Memorial One award - $500 Derek Gaudette Memorial Education Fund (1998) $25,994 Scholarship Fund (1995) $32,980 One award - $1,000 Elm Park Community School two awards - $2,000 Scholarship Fund (1987) $60,265 Carrick Foundation Scholarship (2000) Three awards - $2,000 General Scholarship Fund (1990) Five awards - $15,000 $243,978 Fred and Leona Eppinger Scholarship nine awards - $8,500 Charlton Parent Teacher Fund (2007) $56,577 NEW Organization Scholarship Fund (1999) Matthew Gignac Memorial $32,777 Fairlawn Foundation Robert S. Scholarship Fund (1999) $16,066 Two awards - $2,000 Schedin Scholarship for Health Two awards - $1,000 Studies (1991) Commonwealth Gas Employees’ Four awards - $10,000 Robert P. Goulet Memorial Credit Union Scholarship (2003) Scholarship Fund (1998) $9,009 Eleven awards - $13,900 One award - $500

48 Greater Worcester Community Foundation • 07 ANNUAL REPORT Named Funds Scholarship Funds

Grantee Agency Scholarship (1996) Leicester High School Football Anthony E. Mickunas Memorial Eight awards - $20,000 Alumni Scholarship Fund (2007) $7,780 Scholarship Fund (1987) $93,534 NEW Five awards - $3,400 Greg’s Grant Foundation Memorial Scholarship (1997) $198,830 Leicester Samaritan Nursing Middlesex Savings Bank Scholarship Two awards - $3,000 Association Fund Scholarship (1996) (2005) $41,157 Twenty-five awards - $28,000 The Grynsel Educational Scholarship Two awards - $1,750 Fund and Summers Family Michael Minty Memorial Scholarship Educational Scholarship (2006) $25,951 Leicester Savings Bank Fund Fund (1988) $25,747 One award - $500 Scholarship (1997) Four awards - $949 Five awards - $5,000 Emil Haddad Jazz Scholarship Fund Constantine Mina and Vasiliky Strates (2004) $26,973 Mark MacPherson Lightbown Moschos Scholarship Fund (2005) Two awards - $850 Memorial Scholarship Fund (1980) $29,281 $133,730 Joseph F. and Claire L. Halvey Four awards - $6,000 Anne Carey Murphy Memorial Scholarship Fund (2003) $7,189 Scholarship (2001) $54,562 One award - $1,000 Lincoln Village Tenant Association One award - $2,000 Scholarship Fund (2001) $27,152 The Hedin Family Memorial Fund One award - $1,000 Nichols Academy Fels Scholarship (2007) $15,780 NEW Fund (2001) $110,854 One award - $500 Mary Falby Logan and Francis Logan Four awards - $5,600 Jr. Scholarship Fund (2004) $24,632 Maureen Henrickson Memorial One award - $970 Nichols Academy Scholarship Fund Scholarship Fund (2004) $15,711 (2001) $73,813 One award - $500 Konstantina B. Lukes Fund (1986) Two awards - $4,200 Five awards - $2,500 Charles Hugo Community Service Arnold and Sylvia Nylund Scholarship Award Fund (2007) $41,744 NEW Lunenburg Opportunity Fund (1999) Fund (2001) $12,515 $275,158 One award - $750 Debbie Anne Johnson Memorial Four awards - $10,000 Scholarship Fund (1993) $40,558 Sarah Daniels Pettit and William One award - $2,000 Lieutenant James “Jay” Lyons III O. Pettit Jr. Scholarship Fund (1996) Memorial Scholarship Fund (2001) $74,979 Jenica L. Junnila Memorial $142,415 Three awards - $2,800 Scholarship Fund (2000) $18,207 Two awards - $2,000 One award - $500 Richard W. Pierce Fund Scholarship Magee Family Education Fund (2003) (1985) $955,995 Deborah A. Kaufman Scholarship $31,323 Twenty-one awards - $26,265 Fund (1990) $20,902 One award - $750 Magee Family Scholarship for UMass Arthur J. Remillard Jr. Scholarship Amherst (2004) $22,654 Fund (2001) $139,480 Lawrence M. and Augusta L. Keeler Two awards - $3,428 Two awards - $4,000 Scholarship Fund (1978) $187,943 Six awards - $6,500 Frances F. Mansfield Fund Scholarship Barbara Marks Rothschild Arts & (1996) $30,993 Education Scholarship Fund (2004) Keeping the Dream Alive Scholarship One award - $1,000 $17,104 (1982) One award - $600 Four awards - $5,400 Howard J. and Dorothy R. McGuiness Scholarship Fund (2004) $81,801 Ida and Murray Rotman Scholarship Leonard F. Leamy Scholarship Fund One award - $1,725 Fund (1985) $137,168 (2006) $691,663 Five awards - $3,000 One award - $6,000

Greater Worcester Community Foundation • 07 ANNUAL REPORT 49 Named Funds Scholarship Funds

Andrew Sala Memorial Scholarship Laurie C. Tinsley Scholarship Fund Paul J. Westberg Memorial Fund (1998) $75,213 (2002) $163,088 Scholarship Fund (2000) $12,687 Two awards - $3,000 Thirty-nine awards - $22,750 One award - $400

Herbert D. Sherwin Memorial Tobin Family Fund (1999) $20,591 Mary Olive Wood Scholarship Fund Scholarship Fund (2004) $53,504 One award - $500 (1992) $1,232,212 Two awards - $1,000 Thirteen awards - $21,000 Carmen Tobin Nursing Scholarship William J. Short Scholarship Fund Fund (1995) $65,750 Worcester Latino Coalition (2002) $63,143 Multiple awards through Quinsigamond Scholarship Fund (1999) $13,525 Two awards - $2,000 Community College - $3,000 One award - $1,000

Alexander G. Simonatis Scholarship Walker Magnetics Scholarship Fund Worcester Swedish Charitable Fund (2004) $549,995 (1982) $35,784 Association Scholarship Fund (2001) Four awards - $16,000 One award - $1,250 $90,804 Two awards - $2,800 Claudia Simonian Scholarship Fund Reginald Washburn Scholarship (1990) (2007) $29,882 NEW One award - $1,000 Worcester Woman’s Club Scholarship Fund (1999) $121,741 John J. Simpson Jr. Memorial Fund Webster Square Business Association Five awards - $5,000 (1993) $5,165 Scholarship Fund (2002) $17,069 One award - $500 Leroy Weiner Scholarship Fund (2000) Arthur J. Smith and Dorothy G. Smith $67,039 Scholarship Fund (2005) $28,471 Two awards - $2,000 One award - $1,000

Steelman Expository Writing Scholarship Fund (1999) $21,223 Two awards - $1,500

Sylvia Gafvert Stubblebine Scholarship Fund (1989) $60,608 Three awards - $2,250

Swedish National Federation Fund Scholarship (2001) $21,024 One award - $700

Tahanto Regional High School Scholarship Fund (1997) $88,866 Four awards - $4,000

Paul E. Tarkiainen Art Award Fund (1995) $36,721 Teacher Benetta Kuffour One award - $1,000 (center) of the Excellence for English Language Learners Kathleen Terry Memorial Scholarship Academy spoke with 2007 Fund (2005) $27,154 Insights Tour attendees who One award - $1,200 included corporator Mary Melville and Fred Harris Daniels Sumner B. Tilton Memorial Foundation trustee, David Scholarship Fund (1985) $2,273,180 Nicholson. Thirty awards - $86,500

50 Greater Worcester Community Foundation • 07 ANNUAL REPORT Committees

APPOINTED COMMITTEES GRANTMAKING Mary B. Grogan Fund for Youth Outreach & Evaluation COMMITTEES AND Advisory Committee Volunteers Audit Committee VOLUNTEERS Peter F. Keenan Jr. John E. Bassett Robert S. Bachelder Elaine Loehmann Pamela K. Boisvert David M. Brunelle Auburn Foundation Advisory Mary Lou Mulhane Linda D. Chadwick Ross K. Dik Committee Jeanne Y. Curtis Gerald L. Gaudette III, chair Patricia Bukoski Jeppson Memorial Fund for Richard P. Cusson Patricia L. Jones Robert Fenby Brookfield Advisory Committee Dix F. Davis Charles O’Connor James W. Allen William P. Densmore Auditor: Stowe & Degon Arthur M. Pappas Amy Law Joanne Derr Martha R. Pappas Christine McManus Henry B. Dewey Distribution Committee Susan Pappas Brian Rossetti Harry L. Ferguson Sara Trillo Adams, chair Thomas Turco Mary F. Fletcher Brian M. Chandley Leicester Savings Bank Fund John R. Ford Richard P. Cusson Fairlawn Foundation Trustees Advisory Committee Susan G. Gately Gerald M. Gates Mary Aleksiewicz Marjorie A. Cooper James Gennaro Kevin R. Kearney Robert Anderson Steve P. Corley Kevin R. Kearney Michael A. Nigro Margareta Berg Paul A. Fontaine, chair Audrey Klein-Leach Martha R. Pappas Karl N. Bjork, chair Karl E. Gumpright John W. Lund John Duggan MD Cynthia Lapointe Debra Medeiros Governance Committee N. Lynn Eckhert MD Robert Leroux Mary H. Melville Pamela K. Boisvert Shelley Schedin Hall James E. O’Donnell Erwin H. Miller Ross K. Dik Robert G. Lian Paul R. Rossley Laurance S. Morrison Ellen S. Dunlap Vincent J. Osterman Gerald L.Gaudette III Fallon/OrNda Community Hilda Ramirez Mary C. Ritter Health Fund Advisory Linda Carlson Romano R. Joseph Salois, chair Committee Scott Rossiter Mark P. Bilotta Roberta R. Schaefer Investment Committee Dix F. Davis Paul F. Schlaikjer Thomas J. Bartholomew Harry L. Ferguson, chair Edward D. Simsarian William R. Carrick Dorista J. Goldsberry Robert Thomas James E. Collins Rhian Gregory Debra M. Townsley Dix F. Davis, chair Johanna Lolax Marian Wilson Ross K. Dik Gary Segal Michael Wronski Warner S. Fletcher Abraham W. Haddad Friends of Learning in Killingly Charles R. Valade (FOLK) Advisory Committee Janice Ahola-Sidaway, chair Jeffrey R. Croteau, Prime Walter Anderson III Buchholz & Associates Ronald Aubin Ann Klein Bryan Nominating Committee Christopher M. Burke Pamela K. Boisvert Patricia R. Burke Ellen S. Dunlap Judith Johns Elzholz Gerald L. Gaudette III Susan Rees Jones Dennis F. Gorman, chair Ralph E. LaChance John E. Graham Paul D. Lefrancois Ann T. Lisi Tom R. Martin Gail T. Randall Pearl Sipila McCahill R. Joseph Salois Richard N. Rust Roberta R. Schaefer Timothy J. Schmidt Barbara Crabtree Simonetta Nonprofit Support Center Deborah L. Smith Advisory Committee Gary L. Sposato Mark P. Bilotta Paul R. Theroux Ellen S. Dunlap Kathleen Krajewski Traut Timothy J. Garvin Cathy E. Wade Patsy C. Lewis, chair Monica E. Lowell Frederick H. Mulligan Stephen M. Pitcher Kent dur Russell Donor Jack Keenan speaks with Denisha Sanchez, a Foundation Richard P. Traina donor services associate, while visiting the Latino Education Carlton A. Watson Institute at Worcester State College.

Greater Worcester Community Foundation • 07 ANNUAL REPORT 51 Committees

Scholarship Selection Harriet Goff Ana Rodriguez Todd H. Wetzel Volunteers David H. Grenier Maria L. Rosado Heather Wightman James W. Allen Michael Hachey Scott Rossiter David B. Wiinikka-Lydon John T. Andreoli Shelley S. Hall Jeffrey Rothschild Bonnie Wyneken Rochelle Appiah Malcolm Halliday Bernard Rotman Elizabeth Young Billy Ayala Claire L. Halvey Brenda Safford Lindsey Baiocchi Midge B. Hamilton Linda A. Salem Pervier Water and Land Stewardship Holly A. Baker Richard E. Hedin Robert A. Salvatelli Fund Advisory Committee Georgia B. Barnhill Paul Hernandez Diane Sanderson Henry W. Beth Ivette Colon Barouck Darlene Heywosz Doug Schmeling Laura E. Bronwell Jim Barys Charla Hixson Joan Scribner Brendan T. Donahue Christine E. Bellesis Frances M. Hoey Carol L. Seager Allen W. Fletcher Terrance G. Bennett Diane Holland Cagnon Janice E. Seymour Mary H. Melville Mark P. Bilotta Dennis L. Irish William Short Wyatt R. Wade Edla Ann Bloom Frances Jacobson Edward D. Simsarian Donna Williams Sue-Anne Bock Nancy A. Johnson Stephen Slaten Pamela K. Boisvert Ann E. Junnila Rev. Noberto Soto Youth for Community Jacklyn Bonneau Wayne H. Junnila Jay D. Stranieri Improvement Members Sarah A. Bowditch Joelle Kanshepolsky Cynthia Taylor Jacqueline Agyeman Cynthia Boyd Kevin R. Kearney Marcia Terry Alice Athy Roberta Briggs Judith Kirk Carole Thompson Katherine Cortes Carol Bryngelson Audrey Klein-Leach Charles Thompson Joseph Donahue Dennis Budd Mary Knox Daniel Tinsley Natasha Hopkins John H. Budd Steve Kwederis Margaret W. Traina Matthew Knoll Patricia Bukoski Monina R. Lahoz Tuyet Tran Neil Ngondi Denise Calderwood Keesha LaTulippe Rob Traver June Njeri William R. Carrick John P. Lauring Diane Tucceri Fatima Rivera Brian M. Chandley Denis M. Leary George S. Usevich Daniel Rodriguez Cindi Chase William Leaver Charles R. Valade Jeffrey Rothschild Maureen Ciccone Monique LeBlanc Nicole Valentine Jessica Sadick Barbara A. Clancy Peter H. Levine MD Guy Webb Avae Thomas J. Christopher Collins Elvis Lopez Kevin Wells Nhi Tran Sonja Collins William J. Luby Ken Westberg Kerry L. Conaghan Rosemary Luddy Jill Conlon Karen Ludington Marjorie A. Cooper Matthew Lundberg Benjamin Craver B. Dale Magee Sandra Curewitz Judith Masters Katie Curtin-Mestre Marina R. Matuzek Gerald Deary Debra Medeiros Henry B. Dewey Christopher G. Mehne Robert E. Dietrich Ruthann Melancon Lee Dominey Erwin H. Miller Janice Ducharme Ann K. Molloy Dorothy A. Dudley Christopher E. Monaghan Sarah Dudzic Paul Mondestin John Duke Ona Moore Frances Duke Laurance S. Morrison Marcia D. Dwelly John T. Mullaney C. Ann Eaton Paul Mullins Arnold S. Edinberg Gail Nemsick Phyllis C. Edinberg Erin Nosek Kathleen Ekblom Joe O'Brien Francoise Elise James E. O'Donnell June Eressy Deborah Packard Stephen J. Erickson Blanca Pagan Robert E. Evans Jeff Parcells Judy Fairfull Judith M. Pemstein Scott Fenton Sarah D. Pettit Jack L. Foley Cynthia N. Pitcher Marilyn Fraser Jamie Pitney Edward P. Gardella Eileen Prior Wendy and Richard Ardizzone founded the Joy of Music Barbara R. Garneau Patricia C. Pulda Susan G. Gately Stephen Reynolds Program, whose offerings for musicians of all ages Diane Gillespie Cynthia M.T. Rielley will benefit from the Beveridge and Frances Webster Rodney Glasgow Shelley Rodman Endowment Fund.

52 Greater Worcester Community Foundation • 07 ANNUAL REPORT Corporators

Lawrence J. Abramoff Brendan Donahue Maureen M. Kelleher Candace A. Race Robert C. Achorn James C. Donnelly Jr. Alison C. Kenary Hilda Ramirez Sara Trillo Adams George L. Dresser Richard B. Kennedy Scott R. Reisinger Robert S. Adler Dorothy A. Dudley Robert M. Kennedy Arthur J. Remillard Jr. Bruce Anderson Francis X. Dufault Jr. Mary E. Kett Wendy J. Rickles James A. Andreoli Ellen S. Dunlap Jean A. King Fray Mary C. Ritter John T. Andreoli David M. Dunn Audrey Klein-Leach Maria L. Rosado Michael P. Angelini William R. Durgin Barbara C. Kohin Melvin M. Rosenblatt Robert V. Antonucci N. Lynn Eckhert Joyce R. Kressler Scott Rossiter Robert S. Bachelder Frederick H. Eppinger Jr. Frances E. Langille Paul R. Rossley Dexter A. Bailey Stephen J. Erickson John P. Lauring Barry S. Rotman Thomas J. Bartholomew Monica Escobar Lowell Thomas P. LaVigne Brenda K. Safford John E. Bassett Walter Ettinger Thuha T. Le Nancy H. Sala Bruce S. Bennett Barbara E. Fargo Jenique A. LeBlond R. Joseph Salois Rosamond R. Bennett * Nabil M. Farooq Paul Leone Anthony J. Salvidio II Dennis D. Berkey Richard J. Fates Peter H. Levine MD Ediberto Santiago Sarah G. Berry Saul F. Feingold Patsy C. Lewis Ralph F. Sbrogna Henry W. Beth Zoila Torres Feldman Robert J. Lewis Roberta R. Schaefer Mark P. Bilotta Peter S. Fellenz Joseph Lian Jr. Paul F. Schlaikjer Maurice J. Boisvert Scott Fenton Robert G. Lian Paul F. Scully Pamela K. Boisvert Harry L. Ferguson Stephen B. Loring Carol L. Seager James Bonds Sr. Emily R. Ferrara Rosemary Luddy J. Robert Seder George F. Booth II Deborah Mathews Finch John W. Lund Jay S. Sherwin Sarah Ann Bowditch Allen W. Fletcher Stacey D. Luster John F. Shoro Cushing C. Bozenhard Mary F. Fletcher Donata J. Martin Philip O. Shwachman Christopher W. Bramley Warner S. Fletcher Tod Masterman Shirley S. Siff Michael D. Brockelman Jack L. Foley C. Jean McDonough Jonathan R. Sigel Laura Bronwell David P. Forsberg Michael C. McFarland Edward D. Simsarian Denise H. Brookhouse Howard G. Freeman Cynthia McMullen John E. Smithhisler Phillip D. Brown Phyllis R. Freilich Christopher G. Mehne John J. Spillane David M. Brunelle Stuart W. Freilich Donald R. Melville Nanette J. St. Pierre-Locke John H. Budd Ramon V. Frias Mary H. Melville Peter R. Stanton Douglas P. Butler Mark W. Fuller Barbara W. Merritt Alan M. Stoll Gail E. Carberry Helen F. Garcia Erwin H. Miller William F. Sullivan Jennifer Davis Carey James C. Garvey Ann K. Molloy Polly A. Tatum Ann E. Carlson Gerald M. Gates Charles F. Monahan Jr. George W. Tetler III Nancy M. Carlson Gerald L. Gaudette III Janet Wilson Moore Robert L. Thomas Deborah D. Cary Bruce Gaultney Maureen Moorehouse Sumner B. Tilton Jr. Linda A. Cavaioli Stephen F. Gemelli Barrett Morgan David N. Tinsley Harriette L. Chandler Rodney M. Glasgow Gail M. Morgan E. Paul Tinsley Brian M. Chandley Lawrence J. Glick Laurance S. Morrison Debra M. Townsley Harold R. Chesson Jr. Dorista J. Goldsberry James J. Moynihan Margaret W. Traina Joy C. Child Dennis F. Gorman Moira Moynihan-Manoog Richard P. Traina Elaine M. Ciborowski John E. Graham Frederic H. Mulligan Tuyet Tran Barbara Clifford Lois B. Green Timothy P. Murray Michael P. Tsotsis J. Christopher Collins Martin J. Green Laura H. Myers Charles R. Valade James E. Collins Barbara E. Greenberg Robert Z. Nemeth Carmen D. Vazquez P. Kevin Condron Leslie E. Greis John G. O’Brien Wyatt R. Wade Charles P. Conroy David R. Grenon Andrew B. O’Donnell James E. Wallace Jr. Anthony M. Consigli J. Michael Grenon Vincent F. O’Rourke Jr. William D. Wallace Martha Allis Cowan Veronica M. Griffin Kevin O’Sullivan Carlton A. Watson Kenneth C. Crater Abraham W. Haddad Vincent J. Osterman Janice I. Weekes Ralph D. Crowley Jr. Laurence N. Hale Warren K. Palley James A. Welu Katie Curtin-Mestre Gloria Hall Martha R. Pappas Meridith D. Wesby Jeanne Y. Curtis James H. Harrington James F. Paulhus Todd H. Wetzel Iliana D’Limas Ernest S. Hayeck Thoru Pederson Harry T. Whitin Jill C. Dagilis Rose Armatruda Hayes Judith M. Pemstein Thomas J. Wickstrom Dix F. Davis Robert S. Heppe Jr. R. Norman Peters Timothy P. Wickstrom Laurel A. Davis John Herron Jr. Sarah D. Pettit Marian V. Wilson Daniel de la Torre Jr. Honee A. Hess Paul M. Pezzella Jack L. Wolfson Richard W. Dearborn John E. Hodgson Lisa A. Piehler David K. Woodbury Gene J. DeFeudis Richard P. Houlihan Cynthia N. Pitcher Janice B. Yost James F. Delehaunty Dennis L. Irish John W. Polanowicz Marita Zuraitis William P. Densmore M Howard Jacobson Christine M. Proffitt Henry B. Dewey Robert E. Jennings Richard Prouty Morgan B. Dewey Patricia L. Jones Richard L. Pyle * deceased Ross K. Dik David A. Jordan Raymond Quinlan

Greater Worcester Community Foundation • 07 ANNUAL REPORT 53 Financials Statements of Financial Position Years Ended December 31, 2007 and 2006

ASSETS 2007 2006

Cash $ 459,922 $ 1,073,697 Accounts receivable 1,150 8,648 Prepaid expenses 22,876 23,370 Pledges receivable 385,421 65,140 Investments 130,652,447 120,551,385 Split interest agreements: Net investments in pooled income fund 1,645,562 1,619,610 Net interest in charitable remainder trust 125,988 137,109 Net interest in charitable gift annuity 496,784 476,193 Cash value of life insurance 3,892 3,866 Property held for investment 565,000 565,000 Notes receivable 19,577 22,737 Property and equipment, net 76,341 76,055

Total assets $ 134,454,960 $ 124,622,810

LIABILITIES AND NET ASSETS

Distributions payable $ 1,405,329 $ 2,363,524 Accounts payable 35,185 13,894 Accrued expenses 31,743 31,333 Funds held as agency endowments 10,103,463 8,989,158

Total liabilities 11,575,720 11,397,909

Net assets: Unrestricted 1,257,102 997,088 Temporarily restricted 45,639,777 39,359,636 Permanently restricted 75,982,361 72,868,177

Total net assets 122,879,240 113,224,901

Total liabilities and net assets $ 134,454,960 $ 124,622,810

Audits of Greater Worcester Community Foundation’s financial statements as of, and for the years ended December 31, 2007 and 2006, were conducted by Stowe & Degon. A complete copy of the audited financial statements may be obtained by calling the Foundation at 508.755.0980.

The Foundation retains the services of independent investment consultants to provide support to the investment committee and monitor the performance of its investment managers.

54 Greater Worcester Community Foundation • 07 ANNUAL REPORT Financials Statements of Activities Years Ended December 31, 2007 and 2006

2007 2006

Temporarily Permanently Temporarily Permanently Unrestricted Restricted Restricted Total Unrestricted Restricted Restricted Total Revenue, gains, and other support:

Total net investment return $ 62,330 $10,806,484 $ - $ 10,868,814 $ 70,734 $14,675,937 $ - $14,746,671

Less: Investment return for agency endowments - (840,645) - (840,645) - (1,045,264) - (1,045,264)

Net investment return 62,330 9,965,839 - 10,028,169 70,734 13,630,673 - 13,701,407

Total gifts and donations 97,797 2,406,957 3,172,815 5,677,569 52,735 3,132,292 4,223,180 7,408,207

Less: Gifts and donations for agency endowments - (466,683) (62,399) (529,082) - (2,058,334) (211,000) (2,269,334)

Gifts and donations 97,797 1,940,274 3,110,416 5,148,487 52,735 1,073,958 4,012,180 5,138,873

Change in split interest agreements - - 3,768 3,768 - - 162,874 162,874 Other support 77,481 - - 77,481 101,758 - - 101,758 Satisfaction of purpose restrictions 5,625,972 (5,625,972) - - 6,545,445 (6,545,445) - -

Total 5,863,580 6,280,141 3,114,184 15,257,905 6,770,672 8,159,186 4,175,054 19,104,912

Expenses:

Total Distributions 4,666,672 - - 4,666,672 5,775,138 - - 5,775,138

Less: Distributions for agency endowments (207,509) - - (207,509) (235,564) - - (235,564)

Distributions 4,459,163 - - 4,459,163 5,539,574 - - 5,539,574

Other 34,988 - - 34,988 29,323 - - 29,323 Administrative 1,109,415 - - 1,109,415 982,725 - - 982,725

Total 5,603,566 - - 5,603,566 6,551,622 - - 6,551,622

Change in net assets 260,014 6,280,141 3,114,184 9,654,339 219,050 8,159,186 4,175,054 12,553,290

Net assets, beginning of year 997,088 39,359,636 72,868,177 113,224,901 778,038 31,200,450 68,693,123 100,671,611

Net assets, end of year $1,257,102 $45,639,777 $75,982,361 $122,879,240 $ 997,088 $39,359,636 $72,868,177 $113,224,901

Greater Worcester Community Foundation • 07 ANNUAL REPORT 55 Board of Directors and Staff

BOARD OF DIRECTORS STAFF

Ross K. Dik, President Dennis F. Gorman EXECUTIVE DIRECTOR President Director Knight-Dik Insurance Agency Fletcher, Tilton & Whipple, PC Ann T. Lisi, ext. 105 [email protected] Peter H. Levine MD, Vice President Mary E. Kett President Emeritus Senior Vice President MARKETING & DONOR SERVICES UMass Memorial Health Care Smith Barney Linda D. Chadwick, ext. 108 Ellen S. Dunlap, Clerk Monica E. Lowell Director of Marketing & Donor Services President Vice President [email protected] American Antiquarian Society UMass Memorial Health Care Kelly A. O’Connor, ext. 112 Dix F. Davis, Treasurer Frederic H. Mulligan Donor Services Officer Allmerica (retired) President [email protected] Cutler Associates, Inc. Warner S. Fletcher, Officer at-Large Denisha R. Sanchez, ext. 104 Director Martha R. Pappas Donor Services Associate Fletcher, Tilton & Whipple, PC Educator (retired) [email protected]

R. Joseph Salois, Officer at-Large Mary C. Ritter FINANCE & ADMINISTRATION President Vice President Atlas Distributing, Inc. Fallon Community Health Plan Pamela Keogh, CPA, ext. 103 Director of Finance & Administration Sara Trillo Adams Scott Rossiter [email protected] Director Chairman Latino Mental Health Project Lampin Corporation Diane Simonelli, ext. 114 Accounting Manager Thomas J. Bartholomew Paul R. Rossley [email protected] President Allmerica (retired) Bartholomew & Company Joanne M. Reegan, ext. 102 Robert L. Thomas Finance Assistant Pamela K. Boisvert Executive Director [email protected] Vice President MLK Jr Business Empowerment Center Colleges of Worcester Consortium Jasmine Vasquez Okutoro, ext. 100 Carlton A. Watson Administrative Assistant Gerald L. Gaudette III Executive Director [email protected] President Henry Lee Willis Community Center Gaudette Insurance, Inc. PROGRAMS

Rodney M. Glasgow Jr. Lois A. Smith, ext. 107 Director of Diversity Senior Program Officer Worcester Academy [email protected]

Pamela B. Kane, ext. 109 Program Officer [email protected]

Gail T. Randall, ext. 101 Special Projects Officer [email protected]

56 Greater Worcester Community Foundation • 07 ANNUAL REPORT 2007 Annual Report

On the Cover: Learning responsibility: Education in bike safety engages kids and adults in the Town of Brookfield. The program was supported by a grant from the Jeppson Memorial Fund.

‘07 Annual Report Production Credits Index

Writer: Susan Saccoccia About Greater Worcester Community Foundation ...... 1 Editor: Linda Chadwick Letter to the Community ...... 2 Graphics: Atomic Design, Rob Zeleniak and Ingrid Mach Highlights of 2007 ...... 3 Printer: AM Lithography Corporation Profiles of Donors and Grantees ...... 4 Photography: Dan Vaillancourt unless otherwise indicated: Grants ...... 16 P 5: Dany Pelletier Donors and Funds ...... 29 P 9: Provided by Sibley family Contributors ...... 30 P 23: Kerry Conaghan New Funds ...... 38 P 26, 27, 40, 47, 50, 51: Kelly O’Connor Acorn Society ...... 40 P 38, 39: Wellesley College insignia courtesy of Wellesley College; Named Funds ...... 41 Master Singers of Worcester photo courtesy of Will Sherwood. Committees and Corporators ...... 51 All other New Funds photos by fund donors or grant recipients. Financial Statements ...... 54 P 43: YCI committee member Board of Directors and Staff ...... 56 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