Convention 2018 Canonically Resident Clergy

2018

JOURNAL

OF THE

117th ANNUAL MEETING

OF THE

CONVENTION

The Episcopal Diocese of Western Massachusetts

SECTION I

JOURNAL OF THE 117TH ANNUAL MEETING OF THE CONVENTION

Held at

Mass Mutual Center, Springfield, MA October 26 and 27, 2018

The Episcopal Diocese of Western Massachusetts BISHOPS OF THE DIOCESE OF WESTERN MASSACHUSETTS

1902 – 1911 Alexander Hamilton Vinton

1911 – 1936 Thomas Frederick Davies

1937 – 1957 William Appleton Lawrence

1957 – 1970 Robert McConnell Hatch

1970 – 1984 Alexander Doig Stewart

1984 – 1992 Andrew Frederick Wissemann

1993 – 1995 Robert Scott Denig

1996 – 2019 Gordon Paul Scruton

2012 - Douglas John Fisher TABLE OF CONTENTS

SECTION I: Journal of the 117th Annual Meeting of the Convention

Officers of the Diocese, Council, Committees and Organizations

List of Clergy in Order of their Canonical Residence

List of Parishes and Missions in Union with the Convention and their Delegates (attendance sheets)

Minutes of the 117th Annual Meeting

The Bishop’s Annual Address

From the Bishop’s Journal 2017-2018

Appendix A: Reports of Committees – Commissions – Task Forces

SECTION II: Financial and Statistical Reports OFFICERS OF THE DIOCESE 2018

Bishop The Rt. Rev. Douglas John Fisher 37 Chestnut Street, Springfield, MA 01103

Secretary of Convention The Rev. William “Mac” Murray Trinity Church Milford, MA 01757

Assistant Secretary to Convention Canon to the Ordinary The Rev. Pamela Mott 37 Chestnut Street, Springfield, MA 01103

Treasurer of the Diocese Mr. Wayne Gass All Saints’, South Hadley, MA 01075

Assistant Treasurer Canon for Mission Resources Mr. Steven Abdow Grace Church, Amherst, MA 01002

Chancellor Mr. Donald Allison 69 Pleasant Street, Suite 201 Amherst, MA 01002

Church Attorney Mr. Andrew Levchuk Esq. 1500 Main Street, Springfield, MA 01115

Canon to the Ordinary The Rev. Dr. Richard Simpson 37 Chestnut Street, Springfield, MA 01103

Canon to the Ordinary The Rev. Pamela Mott 37 Chestnut Street, Springfield, MA 01103

OTHER OFFICIALS OF THE DIOCESE FOR 2018

Missioner for Latino/Hispanic Ministries The Rev. Jose Reyes 50 Wickaboag Valley Road West Brookfield, MA 01585-2846

Communications Director The Rev. Victoria Ix 106 North Maple St. Apt 1 Florence, MA 01062-1300

Missioner for the African Community of Worcester The Rev. John Edgar Freeman 4 Claridge Drive Worcester, MA 01602-1837

Missioner for Servant Leadership The Rev. Jennifer Gregg 7 Alexander Ter Pittsfield, MA 01201-7313

Missioner for Creation Care The Rev. Dr. Margaret Bullitt-Jonas 109 Orlander Dr Northampton, MA 01060-3586

Diocesan Youth Minister The Rev. Hilary Bogert-Winkler 173 Warner Ave Worcester, MA 01604-3156

Director of Veterans Initiative The Rev. Christopher Carlisle 11 Laurel Hill Drive Leverett, MA 01054-9562

OTHER OFFICIALS OF THE DIOCESE FOR 2018

Urban Missioner for Worcester The Rev. Meredyth Ward 44 Elm St. Unit 104 Worcester, MA 01609-2523

Diocesan Intake Officer The Rev. Molly Scherm 75 Silver Crest Lane Greenfield, MA 01301

Safe Church Officer The Rev. Tanya Wallace 14 North Sycamore Knolls South Hadley, MA 01075

The Standing Committee

President The Rev. Nancy Webb Stroud Atonement, Westfield, MA

Clerical Members Term of Office Expires

The Rev. Tanya Wallace Convention 2022 The Rev. Carolyn Jones The Convention 2019 Rev. Sa muel Smith Convention 2020 The Rev. Nancy Webb Stroud Convention 2021

Lay Members Term of Office Expires

Ms. Phyllis Larson Convention 2022 Ms. Christina Loy Convention 2019 Mr. Peter Kite Convention 2020 Ms. Wende Wheeler Convention 2021

The Diocesan Council

President The Rt. Rev. Douglas J. Fisher

Vice President The Rev. Nancy W. Stroud

Secretary The Rev. William Murray

Treasurer Mr. Wayne Gass

Asst. Treasurer Mr. Steven Abdow

Trustee Representative Mr. Frank Minasian

Asst. Secretary The Rev. Pamela J. Mott

Elected by the Convention

Name Represents Term Office Expires

Mr. Richard Gore, Jr. Berkshire Corridor Convention 2021

The Rev. Dr. Janet Zimmerman Berkshire Corridor Convention 2019

Ms. Janet Walsh Pioneer Valley Corridor Convention 2019

Mr. Richard Delorme Pioneer Valley Corridor Convention 2020

The Rev. Heather Blais Pioneer Valley Corridor Convention 2020

Ms. Donna Christian Pioneer Valley Corridor Convention 2020

The Rev. Eliot Moss Pioneer Valley Corridor Convention 2021 The Rev. Jose Reyes Worcester Corridor Convention 2021

The Rev. Jesse Abell Worcester Corridor Convention 2019

The Cathedral Chapter

The Rev. Dr. Harvey B. Hill IV

Dr. Deborah Harmon Hines

The Rev. Dcn. Elizabeth Washburn GENERAL CONVENTION DEPUTIES (Terms Expire Convention 2019)

Clerical Deputies Lay Deputies

The Rev. Nancy Webb Stroud Ms. Beth Baldwin Atonement, Westfield All Saints', Worcester

The Rev. Tanya Wallace Ms. Maggie Sweeney All Saints', South Hadley Sts.James and Andrew, Greenfield

The Rev. William "Mac" Murray Mr. John Cheek Trinity, Milford Grace, Southern Berkshires

The Rev. Catherine Munz Ms. Alexizendria Link St. John's, Northampton St. Luke's, Worcester

Alternate Clerical Deputes Alternate Lay Deputies

The Rev. Laura Goodwin Ms. Phyllis M. Larson St. Andrew's, North Grafton Christ Church Cathedral, Springfield

The Rev. Harvey Hill Mr. Michael L. Young St. David's, Agawam St. Andrew's, Longmeadow

The Rev. Thomas N. Synan Ms. Laurie Glover Grace, Amherst St. John's, Williamstown

The Rev. Beth Washburn Mr. Trent Maxey St. Stephen's, Westborough Grace, Amherst Disciplinary Board

Clerical Members

The Rev. Jane A. Beebe Term Expires Convention 2021 The Rev. Tanya Wallace Term Expires Convention 2019 The Rev. Jesse Abell Term Expires Convention 2019 The Rev. Barbara Thrall Term Expires Convention 2020

Lay Members

Ms. Pennie Curry Term Expires Convention 2021 Ms. Kathleen O'Connor Term Expires Convention 2019 Mr. Bob Ware Term Expires Convention 2020

Provincial Synod Deputies ) Deputies Alternates

The Rev. Dr. Harvey Hill The Rev. Jane A. Beebe

Term Expires 2021 Term Expires 2021

Ms. Gale W. McKenzie Ms. Margaret Sweeney Term Expires 2019 Term Expires 2019

Dean of Clericus

Valley Corridor Berkshire Corridor Worcester Corridor

The Rev. Tanya Wallace The Rev. Michael Tuck The Rev. Janice Ford The Rev. Peter Swarr The Rev. William "Mac" Murray COMMISSIONS – COMMITTEES – TASK FORCES

Bement/Waterfield Educational Grants Committee

Mrs. Sally Allen, Co-Chair

Mrs. Jean Burnett Ryan, Co-Chair

Mr. Bob Glista Mrs. Kathy Glista The Rev. Noreen Suriner

Ms. Laura Caswell Dcn. Linda Toupier Ms. Cathy Goodwin

Ministry Development Initiatives Team

Ms. Barbara Kalber Mr. Sandy Muspratt Ms. Lynda Lemanis

The Rev. Pamela Mott The Rev. Samuel Smith The Rev. Peter Swarr

Mr. Alfred Symonds, III The Rev. Mary Rosendale The Rev. Meredyth Ward

The Rev. Dcn. Beth Washburn

Global Mission Committee

Ms. Ann Marie Lockwood, Chair

The Rev. Audrey Cronin Mr. Dennis Cronin Ms. Karen Emery

The Rev. Dcn. Beatrice Kayigwa Mr. David Kayigwa Mr. Peter Prewandowski

Commission on Social Justice

Ms. Lee Cheek, Co-Chair

Mr. Harvey Hill, Co-Chair The Rev. Margaret Bullitt-Jones Ms. Leah Gregg The Rt. Rev. Douglas Fisher

The Rev. Victoria IX The Rev. Erik Karas Rabbi Mark Dov Shapiro

Ms. Alexizendria Link The Rev. Peter Swarr The Rev. dr. Jane Tillman

The Rev. Dave Woessner The Rev. Lauren Holm,(Lutheran representative)

Human Resources

Mr. Patrick Turley, Chair

Mr. Steven Abdow The Rev. James O’Craig, III Ms. Moria Miller

The Rt. Rev. Douglas Fisher Mrs. Susan Olbon Mr. Gerry Murray

REPRESENTATIVES FROM COOPERATING AGENCIES

Daughters of the King

Ms. Mariana Bauman St. Peter's Church, Springfield

Mrs. Phyllis Larson Christ Church Cathedral, Springfield

Episcopal Church Women/UTO

Mrs. Susan Howland Holy Trinity Church, Southbridge

Episcopal Reli ef & Development

Ms. Donna Sroka St. Paul's Church, Holyoke

Girls' Friendly Society

c/o St. Peter's Church, Springfield

REPRESENTATIVES FROM COOPERATING AGENCIES

Daughters of the King

Ms. Mariana Bauman St. Peter's Church, Springfield

Mrs. Phyllis Larson Christ Church Cathedral, Springfield

Episcopal Church Women/UTO

Mrs. Susan Howland Holy Trinity Church, Southbridge

Episcopal Reli ef & Development

Ms. Donna Sroka St. Paul's Church, Holyoke

Girls' Friendly Society

c/o St. Peter's Church, Springfield

COMMITTEES APPOINTED FOR DIOCESAN CONVENTION October 26 & 27, 2018 at Mass Mutual Center, Springfield, MA

ADMISSIONS OF NEW PARISHES & MISSIONS Open

CHAPLAINS The Rev. Mary Elizabeth Rosendale and The Rev. José Reyes

DISPATCH OF BUSINESS Ms. Barbara Groves – Chair

ELECTIONS The Rev. Peter Swarr – Chair The Rev. Tanya Wallace Ms. Susan Schneider Mr. Rob Fitzpatrick The Rev. Nancy Webb Stroud The Rev. Dcn. Linda Taupier The Rev. Nathaniel Anderson

CREDENTIALS AND REGISTRATION Dcn. Beth Washburn – Chair The Rev. Eliot Moss The Rev. Dcn. Patricia O’Connell The Rev. Dcn. Linda Taupier Diocesan Staff

RESOLUTIONS AND BISHOP’S ADDRESS The Rev. Laura Goodwin – Chair The Rev. John Edgar Freeman Dr. Deborah Harmon Hines The Rev. Eliot Moss Mr. Bob Perkins

PLACE FOR NEXT CONVENTION Ms. Wende Wheeler – Chair

PROGRAM FOR NEXT CONVENTION Ms. Wende Wheeler – Chair Mr. Steve Abdow The Rt. Rev.+Doug Fisher The Rev. Canon Pam Mott The Rev. Dr.Rich Simpson

NOMINATIONS Mr. Steve Symes – Chair The Rev. Heather Blais Ms. Sue Gore The Rev. Tom Damrosch Ms. Mary Martin Ms. Nancy Lowry Mr. Mike Young CONSTITUTION AND CANONS Mr. Don Allison, Esq.

Canonically Resident Clergy

Last Name First Name Date Deacon Date Priest Canonical Date Bishop Chace Alston 6/8/1957 1/4/1958 6/8/1957 Hatch Dean Gordon 6/25/1961 1/5/1962 1/15/1963 Hatch Finkenstaedt Harry 5/30/1953 1/6/1954 2/1/1963 Hatch Walters Robert 6/11/1960 12/17/1960 9/28/1965 Hatch Hall Benjamin 6/13/1964 12/12/1964 5/6/1966 Hatch Ramsey Henry 6/25/1966 12/21/1966 11/18/1966 Hatch Byers William 6/2/1966 12/21/1966 11/23/1966 Hatch Woolley Stanley 4/27/1963 11/2/1963 9/30/1968 Hatch Clarke Richard 6/28/1960 12/29/1960 10/10/1970 Hatch Goranson Paul 6/14/1974 1/25/1975 6/14/1974 Stewart Evans Theodore 6/23/1961 4/29/1962 9/12/1974 Stewart Johnson Sanford 9/18/1975 4/9/1976 9/18/1975 Stewart Elvin Peter 6/16/1973 1/5/1974 2/1/1976 Stewart Crampton Susan 6/18/1977 2/4/1978 6/18/1977 Stewart Scruton Gordon 6/5/1971 1/30/1972 11/7/1977 Stewart Knapp Clayton 6/5/1971 12/4/1971 2/1/1979 Stewart Ginn Robert 6/14/1980 2/28/1981 6/14/1980 Stewart Anderson Ralph 6/20/1981 6/20/1981 Stewart Campbell Kenneth 6/21/1969 5/26/1970 9/1/1981 Stewart Carlisle Christopher 9/26/1981 3/26/1982 9/26/1981 Stewart Aubrey Norman 10/9/1982 10/9/1982 Stewart Bellows Carol 10/9/1982 10/9/1982 Stewart Hicks Mary 10/9/1982 10/9/1982 Stewart Sears Gwen 10/9/1982 10/9/1982 Stewart Munroe James 6/15/1975 1/6/1976 9/1/1983 Stewart Seabury Scott 9/18/1983 4/1/1984 9/18/1983 Stewart Emrich Frederick 6/22/1968 5/24/1969 6/1/1987 Wissemann Watts William 6/9/1976 6/12/1977 11/29/1987 Wissemann Morrissette Paul 12/16/1987 12/16/1987 12/16/1987 Wissemann Taylor Paul 6/22/1968 6/24/1969 2/15/1988 Wissemann Senechal Roger 7/18/1984 12/2/1984 10/19/1988 Wissemann Hobbs William 5/28/1984 12/23/1984 9/1/1989 Wissemann Kitagawa Chisato 6/20/1964 1/1/1965 2/26/1993 Denig Hatch Mark 3/6/1991 11/24/1991 3/1/1993 Denig Porter Pamela 6/28/1986 1/17/1988 9/1/1993 Denig Dunning Jane 6/8/1991 12/1/1991 11/27/1993 Denig Zadig Alfred 4/8/1961 10/28/1961 12/2/1994 Denig Place Donald 6/15/1977 1/14/1978 1/1/1996 Scruton Cheney Milton 6/20/1961 12/23/1961 4/1/1996 Scruton Craig James 6/13/1992 12/19/1992 9/1/1996 Scruton Kingman Donna 10/18/1977 10/16/1996 Scruton Bellows Richard 6/13/1992 12/19/1992 1/6/1998 Scruton Simpson Richard 6/12/1993 2/5/1994 2/1/1998 Scruton Hooke Ruthanna 5/16/1998 1/30/1999 5/16/1998 Scruton Schreiber Mary 5/30/1992 9/18/1983 8/1/1998 Scruton White Kathryn 6/6/1992 1/16/1993 8/31/1998 Scruton Stevens Arthur 6/6/1987 6/3/1988 5/5/1999 Scruton Stevens Judith 6/11/1988 5/26/1989 5/5/1999 Scruton

Page 1 Convention 2018 Canonically Resident Clergy

King Edward 6/30/1979 6/28/1985 5/23/1999 Scruton Moss Frank 6/20/1970 5/15/1971 11/18/1999 Scruton Rockwell Cristine 4/1/1990 10/27/1990 12/29/1999 Scruton Strong Nancy 6/11/1983 11/10/1984 3/21/2000 Scruton Strong Daniel 6/5/1982 3/25/1983 7/1/2000 Scruton Fowle Elizabeth 6/12/1993 2/2/1994 9/15/2000 Scruton Bergmann William 6/9/1979 12/1/1979 3/26/2001 Scruton Ward Meredyth 6/16/2001 12/15/2001 6/16/2001 Scruton Venkatesh Catherine 6/20/1998 1/9/1999 7/10/2002 Scruton McCue Michael 11/8/1980 1/1/1982 7/18/2002 Scruton Ciannella Domenic 6/20/1998 1/16/1999 9/1/2002 Scruton DeVine Michael 9/10/1977 1/6/1979 6/19/2003 Scruton Gustafson Mary 6/9/2001 12/17/2001 3/15/2004 Scruton Ryder Anne 6/22/1996 12/30/1996 3/17/2004 Scruton Moss Eliot 6/19/2004 4/23/2005 6/19/2004 Scruton Wood Ann 6/19/2004 6/19/2004 Scruton Frederick Warren 12/1/1988 7/1/1989 9/1/2004 Scruton Booth Stephen 3/25/1971 11/30/1971 1/25/2005 Scruton Vidmar Mary 6/24/2000 1/6/2001 8/23/2005 Scruton Larson Donna 4/17/2004 10/31/2004 9/17/2006 Scruton Murray William 6/15/2002 12/18/2002 10/16/2006 Scruton Cronin Audrey 10/28/2006 10/28/2006 Scruton Damrosch Thomas 6/10/1989 12/9/1989 2/15/2007 Scruton Suriner Noreen 6/13/1976 3/12/1977 5/1/2007 Scruton Goodwin Laura 6/2/2007 12/8/2007 6/2/2007 Scruton Thrall Barbara 6/7/1986 12/14/1986 6/25/2007 Scruton Ford Janice 12/29/2007 6/7/2008 12/29/2007 Scruton Hills Frances 3/17/1992 3/4/1993 1/7/2008 Scruton Bean Kevin 12/5/1981 6/24/1982 4/2/2008 Scruton Munz Catherine 6/19/1993 7/2/1994 9/22/2008 Scruton Griesbach Jane 12/13/2008 12/13/2008 Scruton Stroud Nancy Webb 6/4/2005 12/17/2005 9/25/2009 Scruton Swarr Peter 6/25/2006 2/24/2007 10/11/2009 Scruton Hall David 6/4/1977 3/2/1978 11/3/2009 Scruton Cerrato John 12/21/1991 2/2/1993 12/18/2009 Scruton Wallace Tanya 6/10/2000 12/16/2000 12/22/2009 Scruton Rierdan Jill 4/10/2010 10/16/2010 4/10/2010 Scruton Scherm Molly 6/3/1978 12/31/1978 8/18/2010 Scruton Jones Bennett 6/28/1986 1/12/1987 2/13/2011 Scruton Gregg Jennifer 6/9/2007 12/15/2007 4/7/2011 Scruton Elley Eric 10/21/2000 6/3/2011 Scruton Jones Carolyn 6/8/1985 6/9/1986 6/7/2011 Scruton Abell Jesse 12/21/2006 9/9/2007 9/13/2011 Scruton Zink Jesse 12/17/2011 6/28/2012 12/17/2011 Scruton Hill Harvey 12/20/2008 6/28/2009 2/7/2012 Scruton Tuck Michael 7/4/2009 1/23/2010 10/2/2012 Scruton Fisher Douglas 6/7/1997 11/3/2012 Scruton Mott Pamela 6/8/1991 12/15/1991 8/27/2013 Fisher Callard Tom 4/10/2004 9/10/2004 10/3/2013 Fisher

Page 2 Convention 2018 Canonically Resident Clergy

Cooper Cricket 6/14/1989 12/15/1989 11/8/2013 Fisher Stubbs John 5/7/1983 3/4/1984 11/13/2013 Fisher Synan Thomas 3/18/2000 9/16/2000 11/13/2013 Fisher Hurlbut Terence 11/16/2013 11/16/2013 Fisher Kayigwa Beatrice 11/16/2013 11/16/2013 Fisher Tillman Jane 12/14/2013 6/14/2014 12/14/2013 Fisher O'Brien Charles 6/1/1958 10/1/1979 3/6/2014 Fisher Warren George 6/5/1971 12/1/1971 6/13/2014 Fisher Hooker John 6/13/1992 3/6/1993 8/8/2014 Fisher Bogert‐Winkler Hilary 6/19/2009 1/16/2010 8/15/2014 Fisher Perkins Patrick 6/6/2009 12/19/2009 8/25/2014 Fisher Zimmerman Janet 6/20/2009 1/29/2010 9/25/2014 Fisher Blais Heather 6/25/2011 12/17/2011 10/2/2014 Fisher Bullitt‐Jonas Margaret 6/11/1988 6/17/1989 10/22/2014 Fisher Freeman John Edgar 9/29/1999 6/20/2004 11/10/2014 Fisher Reyes Jose 12/6/2014 9/12/2015 12/6/2014 Fisher Woessner David 12/6/2014 7/11/2015 12/6/2014 Fisher Davis Fletcher 6/12/1961 12/16/1961 5/6/2015 Fisher Dunbar Julia 6/12/2004 1/8/2005 5/29/2015 Fisher Burger Timothy 12/21/2004 6/16/2005 9/15/2015 Fisher Lisby Gregory 6/24/2006 1/6/2007 9/16/2015 Fisher Smith Samuel 6/20/2009 2/4/2010 10/15/2015 Fisher Curns Mary Frances 6/9/2004 1/6/2005 11/4/2015 Fisher True Jerry 6/1/1979 12/8/1979 12/4/2015 Fisher Mahaffy Richard 5/28/2016 1/21/2017 5/28/2016 Fisher Signore Richard 6/4/1977 12/18/1977 6/8/2016 Fisher DiBenedetto Aileen 6/6/2015 1/30/2016 7/15/2016 Fisher McCabe Chad 1/5/2014 9/14/2014 9/16/2016 Fisher Rosendale Mary 6/13/2015 6/18/2016 9/16/2016 Fisher Beebe Jane 12/10/2016 6/24/2017 12/10/2016 Fisher Vogel‐Polizzi Virginia 12/10/2016 6/17/2017 12/10/2016 Fisher Butcher Julie 6/10/2017 6/10/2017 Fisher Ix Victoria 6/10/2017 12/16/2017 6/10/2017 Fisher O'Connell Patricia 6/10/2017 6/10/2017 Fisher Taupier Linda 6/10/2017 6/10/2017 Fisher Washburn Elizabeth 6/10/2017 6/10/2017 Fisher Toland Paula 6/22/2013 1/4/2014 6/20/2017 Fisher Bullock Michael 4/26/1978 1/26/1979 9/18/2017 Fisher Wade Libby 5/31/1998 1/9/1999 10/15/2017 Fisher

Page 3 Convention 2018

Convention 2018 Canonically Resident Seat voice vote Page 1

Last Name First Name Attend Voting Status Abell Jesse Y seat voice vote Anderson Nathaniel Y seat voice vote Anderson Ralph seat voice vote Aubrey Norman seat voice vote Beebe Jane Y seat voice vote Bellows Richard seat voice vote Bergmann William Y seat voice vote Blais Heather Y seat voice vote Bogert-Winkler Hilary seat voice vote Bullitt-Jonas Margaret Y seat voice vote Bullock Michael Y seat voice vote Burger Timothy Y seat voice vote Butcher Julie Y seat voice vote Callard Tom Y seat voice vote Carlisle Christopher seat voice vote Ciannella Domenic seat voice vote Cooper Cricket seat voice vote Craig James Y seat voice vote Cronin Audrey Y seat voice vote Curns Mary Frances seat voice vote Damrosch Thomas Y seat voice vote Davis Fletcher seat voice vote Dean Gordon seat voice vote DeVine Michael seat voice vote DiBenedetto Aileen Y seat voice vote Dunbar Julia seat voice vote Duncan Bruce seat voice vote Dunning Jane seat voice vote Elley Eric Y seat voice vote Elvin Peter seat voice vote Evans Theodore seat voice vote Fisher Douglas Y seat voice vote Ford Janice Y seat voice vote Freeman John Edgar Y seat voice vote Ginn Robert seat voice vote Goodwin Laura Y seat voice vote Goranson Paul seat voice vote Gregg Jennifer Y seat voice vote Griesbach Jane Y seat voice vote Hatch Mark seat voice vote Hicks Mary seat voice vote Hill Harvey Y seat voice vote Hills Frances seat voice vote Hobbs William Y seat voice vote Hobbs William Y seat voice vote Hooker John seat voice vote

Bold = registered

Convention 2018 Canonically Resident Seat voice vote Page 2

Last Name First Name Attend Voting Status Hurlbut Terence Y seat voice vote Ix Victoria Y seat voice vote Johnson Sanford seat voice vote Jones Bennett seat voice vote Jones Carolyn seat voice vote Karas Erik Y seat voice vote Kayigwa Beatrice seat voice vote Kingman Donna seat voice vote Kitagawa Chisato seat voice vote Lisby Gregory seat voice vote Marquis John seat voice vote McCabe Chad seat voice vote Morrissette Paul seat voice vote Moss Eliot Y seat voice vote Mott Pamela seat voice vote Munroe James seat voice vote Munz Catherine seat voice vote Murray William Y seat voice vote O'Brien Charles seat voice vote O'Connell Patricia Y seat voice vote Perkins Patrick seat voice vote Porter Pamela seat voice vote Reyes Jose Y seat voice vote Rierdan Jill seat voice vote Rockwell Cristine seat voice vote Rosendale Mary Y seat voice vote Safstrom Karen Y seat voice vote Scherm Molly Y seat voice vote Schreiber Mary seat voice vote Seabury Scott seat voice vote Sears Gwen seat voice vote Signore Richard Y seat voice vote Simpson Richard Y seat voice vote Smith Samuel Y seat voice vote Strong Daniel seat voice vote Strong Nancy Y seat voice vote Stroud Nancy Webb Y seat voice vote Stubbs John seat voice vote Suriner Noreen seat voice vote Swarr Peter Y seat voice vote Synan Thomas Y seat voice vote Taupier Linda Y seat voice vote Taylor Paul seat voice vote Thrall Barbara seat voice vote Tillman Jane Y seat voice vote Toland Paula Y seat voice vote

Bold = registered

Convention 2018 Canonically Resident Seat voice vote Page 3

Last Name First Name Attend Voting Status True Jerry seat voice vote Tuck Michael seat voice vote Vogel-Polizzi Virginia Y seat voice vote Wade Libby Y seat voice vote Wallace Tanya Y seat voice vote Walters Robert seat voice vote Ward Meredyth Y seat voice vote Warren George seat voice vote Washburn Elizabeth Y seat voice vote Watts William seat voice vote White Kathryn seat voice vote Woessner David Y seat voice vote Wood Ann Y seat voice vote Zimmerman Janet seat voice vote 51

Bold = registered Convention 2018 Canonically Resident seat voice no vote Page 1

Last Name First Name Attend Voting Status Bean Kevin seat voice no vote Bellows Carol seat voice no vote Booth Stephen seat voice no vote Byers William seat voice no vote Campbell Kenneth seat voice no vote Cerrato John seat voice no vote Chace Alston seat voice no vote Cheney Milton seat voice no vote Clarke Richard seat voice no vote Crampton Susan seat voice no vote Emrich Frederick seat voice no vote Finkenstaedt Harry seat voice no vote Fowle Elizabeth seat voice no vote Frederick Warren seat voice no vote Gustafson Mary seat voice no vote Hall Benjamin seat voice no vote Hall David seat voice no vote Hooke Ruthanna seat voice no vote King Edward seat voice no vote Knapp Clayton seat voice no vote Larson Donna seat voice no vote Long Betty seat voice no vote Mahaffy Richard seat voice no vote McCue Michael seat voice no vote Moss Frank seat voice no vote Place Donald seat voice no vote Ramsey Henry seat voice no vote Ryder Anne Y seat voice no vote Scruton Gordon seat voice no vote Senechal Roger seat voice no vote Stevens Arthur seat voice no vote Stevens Judith seat voice no vote Venkatesh Catherine seat voice no vote Vidmar Mary seat voice no vote Watts William seat voice no vote Wayne David seat voice no vote Webster Warren seat voice no vote White Kathryn seat voice no vote Woolley Stanley seat voice no vote Zadig Alfred seat voice no vote Zelley E. Walton seat voice no vote Zink Jesse seat voice no vote

Bold = registered Convention 2018 Non Canonical Clergy Seat Voice No Vote Page 1

Last Name First Name Attend Voting Status Bennett Thad seat voice no vote Brady-Close Jane seat voice no vote Britt Marc seat voice no vote Buote-Greig Eletha seat voice no vote Cheney Michael Y seat voice no vote Clark Judith seat voice no vote Cobden Edward seat voice no vote Collier Daniel seat voice no vote Corrigan Michael seat voice no vote Crocker Ronald Y seat voice no vote Duncan Bruce seat voice no vote Egerstrom Marisa Y seat voice no vote Farnes Joseph seat voice no vote Fischer Valerie seat voice no vote Harkins James seat voice no vote Harris Edward seat voice no vote Howard Francis seat voice no vote Loutrel William seat voice no vote McDermott Megan Y seat voice no vote Miner Robert seat voice no vote Pace Joseph seat voice no vote Peet Donald seat voice no vote Poppe Bernard Y seat voice no vote Prevost Edward seat voice no vote Ramsey-Musolf Michael seat voice no vote Sage Paula seat voice no vote Schaeffer Susan seat voice no vote Seifert Lavonne seat voice no vote Sheehan Marguerite seat voice no vote Stair Adrian seat voice no vote Thornton Norman seat voice no vote Walters Jennifer seat voice no vote Wayne David seat voice no vote Webster Warren seat voice no vote White Stephen seat voice no vote Wilburn Randall seat voice no vote Zelley E. Walton seat voice no vote

Bold = registered 2018 Convention Lay Delegates/Alternates

Congregation First Name Last Name All Saint’s of the Berkshires, North Adams Sue Columbus All Saint’s of the Berkshires, North Adams Sue Walker All Saint’s, South Hadley Rachael Essing All Saint’s, South Hadley Sue Frazier All Saint’s, South Hadley Heidi Rademacher All Saint’s, Worcester David Okerlund All Saint’s, Worcester Robin Shropshire Atonement, Westfield Gary Cole Atonement, Westfield David Dashiell Atonement, Westfield Bill Stroud Christ Church Cathedral, Springfield Mark Giddings Christ Church Cathedral, Springfield Cozette Haggerty Christ Church Cathedral, Springfield Samuel MacMunn Christ Church Cathedral, Springfield Laurel Stewart Christ Church, Fitchburg Jim Belmont Christ Church, Fitchburg Cassidy Callahan Christ Church, Fitchburg Robyn K Mayo Christ Church, Fitchburg Steve Peirce Christ Church, Rochdale Joanne Wall Christ Church, Rochdale Kim Watts Christ Memorial, North Brookfield Eve Boyd Christ Memorial, North Brookfield Tracie Boyd Christ Memorial, North Brookfield Mary Martin Christ Trinity, Sheffield Jack Bellinger Christ Trinity, Sheffield Pia Bellinger Christ Trinity, Sheffield David Campbell Christ Epiphany/Christ The King, Wilbraham Donna Kimball Christ Epiphany/Christ The King, Wilbraham Steve Lewis Church of the Nativity, Northborough Nancy Kimball Church of the Reconciliation, Webster Teena Nixon Church of the Reconciliation, Webster Nancy F Sage Good Shepherd, Clinton Dave Bergman Good Shepherd, Clinton Cynthia Holmes Good Shepherd, Clinton Eric Stone Good Shepherd, Clinton Sarah Stone Grace in the Southern Berkshires, Great Barrington John Cheek Grace in the Southern Berkshires, Great Barrington Lee Cheek Grace in the Southern Berkshires, Great Barrington Rick Gore Grace, Amherst Stephen Atkinson Grace, Amherst Wade Atkinson Grace, Amherst Donna Devine Grace, Amherst Diana Spurgin Grace, Amherst Emma Wilburn Grace, Oxford Margie Christian Grace, Oxford Sharron Gillies 2018 Convention Lay Delegates/Alternates

Holy Spirit, Sutton Debbie Hines Holy Spirit, Sutton Bob Perkins Holy Trinity, Southbridge John Grant Holy Trinity, Southbridge Susan Grant Saints James & Andrew, Greenfield Charlie Houghton Saints James & Andrew, Greenfield Ella Ingraham Saints James & Andrew, Greenfield Elizabeth Keitel Saints James & Andrew, Greenfield June Orvis Saints James & Andrew, Greenfield Elsie Schlaikjer Southwick Community, Southwick Cheryl McCarthy Southwick Community, Southwick Sue Porter St. Andrew’s, Longmeadow Rowland Hawthorne St. Andrew’s, Longmeadow Wende Wheeler St. Andrew’s, Longmeadow Mike Young St. David’s, Agawam Jo Joubert St. David’s, Agawam Penny Miller St. Francis, Holden Dick Delorme St. Francis, Holden Lucy Nowak St. Francis, Holden Dawn Rooke St. Helena’s, Lenox Jane Lefkowitz St. John’s, Ashfield Susan Todd St. John’s, Athol Shirley Hobbs St. John’s, Athol Charlie Tower St. John’s, Millville Ellen Shaw St. John’s, Millville Cindy Walsh St. John’s, Northampton Emma Barnes St. John’s, Northampton Tim Barnes St. John’s, Northampton Craig Hammond St. John’s, Northampton Nancy Harvin St. John’s, Northampton Madeleine Leone St. John’s, Williamstown Mary King St. John’s, Williamstown Eleanor Montgomery St. John’s, Williamstown Margot Sanger St. Luke’s, Lanesboro Phil Allen St. Luke’s, Lanesboro Sally Allen St. Luke’s, Lanesboro Darlene Newton St. Luke’s, Worcester Gordon Cole St. Luke’s, Worcester Kristin Hartness St. Mark’s, East Longmeadow Brian Banker St. Mark’s, East Longmeadow Chris Belair St. Mark’s, East Longmeadow Rob Fitzpatrick St. Mark’s, Leominster Cathy Chipolone-Collins St. Mark’s, Leominster Sue Curll St. Mark’s, Leominster Sara Gammell St. Matthew’s, Worcester Catherine Goodwin St. Matthew’s, Worcester Kim Rossi 2018 Convention Lay Delegates/Alternates

St. Michael’s, Worcester Louise Motta St. Michael’s, Worcester Ron Motta St. Paul’s, Gardner Conrad Brown St. Paul’s, Gardner Denis Meunier St. Paul’s, Holyoke Paul Dupont St. Paul’s, Holyoke Robin Kenney-Bineau St. Paul’s, Holyoke Cindy Valentine St. Paul’s, Stockbridge Diana French St. Paul’s, Stockbridge Ginny Wilcox St. Peter’s, Springfield Joyce Otey St. Philip’s, Easthampton Joe Bianca St. Philip’s, Easthampton Elizabeth McAnulty St. Stephen’s, Pittsfield Tom Dillon St. Stephen’s, Pittsfield Erin Sullivan St. Stephen’s, Westborough Simon Fricker St. Stephen’s, Westborough Milan Robbins St. Stephen’s, Westborough K.C. Waldbillig St. Thomas, Auburn Judy Nolfi St. Thomas, Auburn Vivian Nurse Trinity, Chicopee Pam Bradshaw Trinity, Chicopee Anne Spinks Trinity, Lenox Dick Burke Trinity, Lenox David Pott Trinity, Lenox Talia Pott Trinity, Milford Patricia Peterson Trinity, Milford Ginny Starkis Trinity, Milford Beth Stochaj Trinity, Milford Wayne Stochaj Trinity, Shrewsbury Catherine Foster Trinity, Shrewsbury Craig McDonough Trinity, Ware Reid Jeffery III Trinity, Ware Reid Jeffery Jr Trinity, Ware Edie Kirk Trinity, Whitinsville Janet Oliver Trinity, Whitinsville Mitch Palmer

FRIDAY, OCTOBER 26, 2018

1 PM – REGISTRATION and EXHIBIT AREA OPEN

2:30 PM – 3:15 PM WORKSHOP SESSIONS  Carrying on Revival – (Sam Smith and Nancy Stroud)  Orientation for New Delegates and Refresher for All (Wende Wheeler)  50 Hebrew Words Jesus Would Have Known (Rabbi Mark Shapiro)  Latino / Hispanic Ministry: Exploring the Possibilities of a Multicultural Parish (José Reyes)  Bi-Vocational Clergy Challenges (Mark Edington)

3:30 PM – 4:15 PM WORKSHOP SESSIONS  Carrying on Revival – (Sam Smith and Nancy Stroud)  Orientation for New Delegates and Refresher for All (Wende Wheeler)  50 Hebrew Words Jesus Would Have Known (Rabbi Mark Shapiro)

4:30 PM WALK to the CATHEDRAL (School Buses and Cathedral Van available for those who choose not to walk)

5 PM CONVENTION EUCHARIST Izzy Sánchez Leo was the Homilist with simultaneous translation into Spanish by The Rev. José Reyes, and The Rt. Rev. Douglas J. Fisher was the Celebrant at the Convention Eucharist, which was held at Christ Church Cathedral, Springfield. The service order provided both English and Spanish translations and the liturgy was offered in both languages. Craig Hammond was commissioned as Lay Evangelist during the service. The annual United Thank Offering ingathering and Blessing of the Prayer Shawls was performed during this worship. The Eucharist Offering was split between the Mampong Babies Home and the Episcopal Diocese of Massachusetts’ Merrimack Valley Disaster Relief fund for people impacted by the gas explosions in that area.

6 PM WALK to MASSMUTUAL CONVENTION CENTER (School Buses and Cathedral Van available for those who choose not to walk)

6 PM RECEPTION at MASSMUTUAL CONVENTION CENTER

7 PM CONVENTION BANQUET with KEYNOTE SPEAKER Bishop Fisher introduced the Convention Keynote Speaker, The Rt. Rev. Dr. Audrey Cady Scanlan, Bishop of the Episcopal Diocese of Central Pennsylvania. The theme of her Keynote Address was

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EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS MINUTES OF THE 117TH ANNUAL MEETING OF DIOCESAN CONVENTION Convention Theme: Rekindling Hope, Sharing Light, Loving Jesus MassMutual Center, Springfield, MA October 26 & 27, 2018 coordinated with our Convention Theme: Rekindling Hope, Sharing Light, Loving Jesus. She shared three stories, one on each component of the theme. After each story all attendees shared their stories at their respective tables. Quoting Bishop Scanlan “It is through our narrative discourse that we form relationships, we deepen relationships and in which we find Christ in our midst.”

9 PM ADJOURN till SATURDAY MORNING

SATURDAY, OCTOBER 27, 2018

7 AM – REGISTRATION and EXHIBIT AREA OPEN / BREAKFAST

8:30 AM – 117TH CONVENTION CALLED TO ORDER Convention Chaplains, the Rev. Mary Rosendale and the Rev. José Reyes, offered the opening hymn and prayer. The 117th Convention of the Diocese of Western Massachusetts was called to order at 8:30 a.m. by The Rt. Rev. Douglas J. Fisher. Bishop Fisher then introduced those seated at the table with him: Ms. Barbara Groves, Chair, Dispatch Business and Mr. Don Allison, Diocesan Chancellor.

REPORT OF COMMITTEE ON DISPATCH OF BUSINESS Ms. Barbara Groves, Chair, Dispatch of Business, introduced the Special Guests of Convention: Dr. Mohammad Saleem Bajwa: Founding Member of the Islamic Society of Western Massachusetts; The Rev. Kenneth Young: Director of External Relationships, Massachusetts Council of Churches; Rabbi Mark Dov Shapiro: Rabbi in Residence at Christ Church Cathedral

Special Orders to be presented Live  Recap of General Convention  Mampong Babies Home  Ministry Development Initiative Grants  Ecumenical and Interfaith Relations Special Orders – Video Reports  Grace Church and Berkshire Immigration Center  Marie’s Mission  Bible Challenge Revives WMA  Misa Aleluya  St. John’s and Adopt-a-Block  Our Episcopal Revival Ms. Groves announced Committees appointed prior to Convention. Please see Section 1 for a complete listing of Committees.

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ANNOUNCE TIME OF DELIVERY OF BI SHOP’S ANNUAL ADDRESS Ms. Groves announced that the Bishop’s Address to Convention would be delivered at 9 AM.

T REASURER’ S REPORT Ms. Barbara Groves called on Mr. Wayne Gass, Treasurer, and Mr. Steven P. Abdow, Assistant Treasurer for their report. Convention Secretary, The Rev. Mac Murray read the following note from Mr. Gass:

Wayne Gass from All Saints’ South Hadley is the Volunteer Treasurer of the Diocese. He was unable to be here this morning because of a family commitment, but he asked me to extend his regrets and to be sure that those of you who are new to Convention are aware of the organizational structures that are in place to oversee the financial activities of our Diocese.

The responsibility for financial operation of your Diocese rests with the Diocesan Council. In order to assist them with this responsibility, Council appoints 9 individuals from parishes in the Diocese to act as its Budget and Financial Planning Committee. It is a sub-committee of the Council that meets periodically (usually 6 times per year) to review financial activities, advise the Assistant Treasurer and make recommendations to Council including a recommended operating budget for the coming year. The present chair of this Committee is Kitty Dougherty from Grace Church in Amherst.

In addition to the Budget and Financial Planning Committee, Council appoints each year an Audit Committee that, with the assistance of a professional and independent auditing company, audits the financial statements of our Diocese and the procedures of the accounting office.

In 2016 Council created a new, 6 member Real Estate Advisory Committee, all from parishes in the Diocese. The purpose of this sub-committee is to advise Council on real property owned by the Diocese. Since being formed, this sub-committee has overseen the sale of 9 properties. Two properties are currently on the market.

The assets from congregations that leave their buildings to go to another church building follow the congregation. The assets from parish buildings owned by the Diocese and whose ministry has come to an end, are being collected in a fund held by the Trustees named the Strategic Ministry Reserve. Council is making plans on how to best use those financial resources to increase vitality and health in the congregations and to fan the flames of the Holy Spirit where it is blowing in and out of our congregations.

Also, this past year, based upon recommendations of the Real Estate Advisory Committee,

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EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS MINUTES OF THE 117TH ANNUAL MEETING OF DIOCESAN CONVENTION Convention Theme: Rekindling Hope, Sharing Light, Loving Jesus MassMutual Center, Springfield, MA October 26 & 27, 2018 much needed life safety improvements were completed at five Diocese-owned parish properties. I encourage all parishes to look carefully at their properties and make certain that they conform to current life safety standards.

Finally, I want assure you that your Diocese is financially sound. We have not only successfully survived the 2009 economic downturn without deficits, but have been able to continue to fund several important ministries and as well a fund new missions of our Bishop. Finally, thanks to careful management by the Trustees, Diocesan investments have grown from $22.3 million in 2010 to $31 million at the end of 2017.

I want to express my thanks to Kitty Doherty and her Budget and Financial Planning Committee and to the members of the Real Estate Advisory Committee for all of their efforts on behalf of the Diocese and, especially to Steve Abdow, our Assistant Treasurer, who with his staff, really does all of the financial work for the Diocese.

Mr. Abdow noted that the detailed version of the Treasurer’s Report is available on the Convention website. Audited financial statements for 2017 have been completed. All Audit Reports and Journal Convention Reports are available on the Diocesan website.

BI SHOP’S ANNUAL ADDRESS Bishop Fisher delivered his sixth Annual Address, which can be found in its entirety online and in Section 1 of the Journal.

REVIVAL COMMITTEE REPORT Revival committee chairs the Rev. Sam Smith and the Rev. Nancy Webb Stroud presented the Special Order Video: Western Massachusetts Revival followed by a period of Table Talk with the topic: What event, project, or service can we do in our parish, worshiping community, or together with nearby communities of faith, to rekindle HOPE, share LIGHT, and love JESUS?

BREAK

SPECIAL ORDER - Mampong Babies Home (The Rt. Rev. Doug Fisher for the Rev. Betsy Fisher)

REPORT OF COMMITTEE ON CREDENTIALS AND REGISTRATION Bishop Fisher called upon The Rev. Deacon Beth Washburn, Chair of the Committee on Credentials and Registration, who submitted the following report:

In accordance with Article IX, Section 2 of the Constitution of the Diocese of Western Massachusetts, we certify that 49 Clergy entitled to seat and vote and representing more than 1/3 of the Clergy entitled to seat and vote, together with 107 Lay Delegates from more than 1/3

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EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS MINUTES OF THE 117TH ANNUAL MEETING OF DIOCESAN CONVENTION Convention Theme: Rekindling Hope, Sharing Light, Loving Jesus MassMutual Center, Springfield, MA October 26 & 27, 2018 of the Parishes and Missions in union with this Convention are registered and present, and that the 117th Convention has a QUORUM.

SEAT, VOICE AND VOTE In accordance with Article II, Section 2 of the Constitution of the Diocese of Western Massachusetts, the following Clergy who are members of a Church with which The Episcopal Church is in Full Communion and who are serving in a Parish or Mission in this Diocese, are entitled to the right to SEAT, VOICE AND VOTE at the 117th Convention: Nathaniel Anderson, Erik Karas, John Marquis, Karen Safstrom

SEAT, VOICE, NO VOTE In accordance with Articles VII.1 and VIII.3 of the Constitution of the Diocese of Western Massachusetts, the following persons who are the Treasurer and members of the Standing Committee who are not otherwise entitled to a seat in the Convention, are entitled to a seat at the 117th Convention with the right to be HEARD, BUT WITHOUT VOTE: Treasurer: Wayne Gass Assistant Treasurer: Steve Abdow Standing Committee Members: Nancy Lowry, Christina Loy, Wende Wheeler

In accordance with Canon 2, Section 3 of the Constitution and Canons of the Diocese of Western Massachusetts, the following lay persons who are members of the Council, Lay Deputies and Alternate Lay Deputies to General Convention who are not otherwise entitled to a seat in the Convention, and Lay persons who are acting as Vicars of Missions, are entitled to a seat at the 117th Convention with the right to be HEARD, BUT WITHOUT VOTE: Diocesan Council: John Cheek, Donna Christian, Richard Delorme, Frank Minasian, Mark Rogers, Janet Young General Convention Lay Deputies and Alternates: Beth Baldwin, John Cheek, Laurie Glover, Phyllis Larson, Alexizendria Link, Trent Maxey, Maggie Sweeney, Michael Young

Bishop, I move the following Resolution: RESOLVED, that this 117th Annual Meeting of the Convention of the Diocese of Western Massachusetts extend the courtesy of SEAT AND VOICE

To the following persons: The Rev. Kenneth Young: Director of External Relationships, Massachusetts Council of Churches; Rabbi Mark Dov Shapiro: Rabbi in Residence at Christ Church Cathedral Dr. Mohammad Saleem Bajwa: Founding Member of the Islamic Society of Western Massachusetts;

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Jim Antal:

To the following Clergy, who are not canonically resident, but who are licensed to officiate in this Diocese and who are registered as present at this Convention:

Ronald Crocker

And to all elected officers and members of Committees, Commissions, Task Forces and other official organizations of the Diocese of Western Massachusetts.

It was Moved, Seconded and VOTED to adopt the above resolution.

ORGANIZATION (CALL TO ORDER) A constitutional quorum of both Orders being present, Bishop Fisher declared the 117th Convention organized for business on Saturday, October 27, 2018.

ELECTION OF TREASURER AND ASSISTANT TREASURER/ ELECTION OF SECRETARY Bishop Fisher welcomed The Rev. Peter Swarr, Chair of the Elections Committee for nominations for the offices of Treasurer and Assistant Treasurer. Rev. Murray nominated Mr. Wayne Gass to the Office of Treasurer, and Mr. Steven Abdow to the Office of Assistant Treasurer. Rev. Murray also nominated Wende Wheeler to the Office of Secretary. There were no other nominations from the floor. Convention VOTED by acclamation to elect the nominees for the offices of Treasurer, Assistant Treasurer and Secretary.

APPOINTMENT OF ASSISTANT SECRETARIES Wende Wheeler, Secretary of Convention, called for the Bishop’s approval of the appointment of Rev. Mac Murray and the Rev. Pamela Mott as Assistant Secretaries. It was so approved.

REPORT OF COMMITTEE ON NEW PARISHES AND MISSIONS Bishop Fisher thanked Derrick Fetz (in absentia) for his work on this committee and congratulated him on his appointment as Dean of the Cathedral in Buffalo. NY. Bishop Fisher noted that this committee has nothing to report at this convention.

PAROCHIAL CLERGY CHANGES Bishop Fisher announced the parochial changes that have taken place this year. These were listed on-screen. The Bishop invited all the listed clergy who were in attendance to come forward for recognition. For a complete listing of parochial changes see the Bishop’s Journal in Section 1 of the Journal. The Bishop thanked all the clergy for their service.

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In addition, Bishop Fisher also recognized and thanked the recently retired clergy: The Rev. Dr’s John Derek Stubbs and Paula Windsor Sage, and those whose retirement is upcoming: The Rev’s. Will Bergmann, Nancy Strong and Bill Hobbs.

The Bishop said farewell to three clergy who have moved on from the diocese, the Revs. Taylor Albright, Paula Toland and Derrick Fetz.

And finally, the Bishop recognized diocesan staff member Carol LaPlante, retiring after 37 years of faithful service under five of the nine Bishops of the Diocese of Western Massachusetts..

SPECIAL ORDER VIDEO REPORT – Marie’s Mission

COMMISSIONING OF THE LAWRENCE HOUSE SERVICE CORPS VOLUNTEERS Bishop Fisher called upon the Rev. Tanya Wallace, All Saints’ Church, South Hadley, for an update on the Lawrence House Service Corps Interns for 2018/19. The interns will serve one- year local internships in social justice issues, while living in an intentional Christian community. The Rev. Tanya Wallace presented the Lawrence House Service Corps volunteers:  Jacqueline Galvinhill  Helen Likins  Charlie Bruin  Kathryn (Kate) Kurlychek to be commissioned by Bishop Douglas Fisher as 2018/2019 Episcopal Youth Corps Volunteers Living in Community. Following the commissioning of the volunteers, the Bishop led the Convention in a prayer for the newly commissioned interns.

REPORT OF THE STANDING COMMITTEE Ms. Barbara Groves announced that the Standing Committee report together will all the reports and videos from the convention are available on the Convention website and in Section 1 of the Journal.

REPORT OF THE DIOCESAN COUNCIL Ms. Barbara Groves announced that the Diocesan Council report is available on the Convention website and includes two new recommended Diocesan Polices on Memorial Gardens and Clergy Sabbatical Leave are included in Section 1 of the Journal.

REPORT OF COMMITTEE ON PROGRAM AND BUDGET REVIEW Bishop Fisher called on Steve Abdow, Canon for Mission Resources, for the report on the 2019 Ministry Plan and Diocesan Operating Budget. Mr. Abdow reviewed the plan for use of

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Diocesan Mission Resources for 2019. All the details are available on the Diocesan website. He reviewed the 2019 Goals of the Diocese, and expected revenues and operating expenses for 2019, which would lead to a very small deficit. Please see Canon Abdow’s full narrative and report in Section II of the Journal. Motion was made and Seconded to approve the 2019 Budget of the Episcopal Diocese of Western Massachusetts. There was no discussion and was VOTED. Bishop Fisher thanked Steve for his tremendous work.

SPECIAL ORDER VIDEO REPORT - Bible Challenge Revives WMA

REPORT OF COMMITTEE ON CONSTITUTION OF CANONS Ms. Barbara Groves called on Chancellor Don Allison for his report to Convention. Chancellor Allison presented the proposed amendment addressing the election of General Convention Deputies: Amend Canon 4, Section 1 (a) section in its entirety, and by substituting therefor the following: At the Annual Meeting of the Diocese in the calendar year two years preceding a triennial meeting of the General Convention, four members of the Clergy and four Laypersons shall be elected as Deputies to represent the Diocese at the General Convention. The four (4) candidates in each Order receiving a majority of the votes of each order shall be elected as Deputies, with their position determined by the highest number of the combined votes of both orders. Following the election of the full number of Clergy and Lay Deputies, ballots shall be taken to elect four members of the Clergy and four Laypersons as Clergy and Lay Alternate Deputies. The four (4) candidates in each Order receiving a majority of the votes of each order shall be elected as Alternate Deputies, with their position determined by the highest number of the combined votes of both orders.

Following brief discussion, the Canonical Amendment was unanimously approved.

SPECIAL ORDER VIDEO REPORT - St. John’s and Adopt-a-Block

SPECIAL PRAYER OFFERING The news of the active shooter and hostage situation at Pittsburg’s Tree of Life Synagogue was brought to the attention of the convention and the convention chaplains led the convention in a moment of silence and in prayer. After a five minute break, John Cheek led the convention in the singing of Guide me, O Thou great Jehovah.

SPECIAL ORDER PRESENTATION – Ministry Development Initiative Grants Beth Washburn and Mary Rosendale presented a reminder about Ministry Development Initiative (MDI) grants. Dream big – there are lots of opportunities for great initiatives. March 15, 2019 is the MDI Grant deadline.

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SPECIAL ORDER PRESENTATION – Overview of General Convention (Tanya Wallace and Doug Fisher) Tanya Wallace, Chair of our deputation, introduced the deputation. Discussed the Presiding Bishop’s priorities and the organization of the Convention. Bishop Fisher shared his highlights of convention

SPECIAL ORDER – Ecumenical and Interfaith Speakers Bishop Fisher expressed his joy at having opportunities to meet with faith leaders throughout the region. He introduced Dr. Mohammad Saleem Bajwa, Founding Member of the Islamic Society of Western Massachusetts.

Dr. Bajwa brought greetings of peace from Imam Wissam Abdel-Baki and all of the Islamic Society of Western Massachusetts. He offered thanks for the support of the diocese. Quoting from the Quran – Dr. Bajwa noted the close relationship between Christians and Muslims; the core values of both traditions: love, peace, compassion, forgiveness and repentance. Dr. Bajwa shared thoughts on Rekindling Hope, Sharing Light, Loving Jesus. Dr. Bajwa also shared the 628 AD Charter of the Prophet Muhmmad establishing the relationship between Christians and Muslims, currently held in the museum at St. Catherine’s Monastery at Mt. Sinai. Dr. Bajwa offered an invitation to all to come visit the Society anytime and all are welcome to attend prayer services.

NOONDAY PRAYER / NECROLOGY The Convention Chaplains, the Rev. Mary Rosendale and the Rev. José Reyes, led the convention in Noonday Prayer before Convention was recessed for lunch.

12:30 p.m. CONVENTION RECESSED / LUNCH

1:30 p.m. CONVENTION RECONVENED

PAROCHIAL CLERGY CHANGES Bishop Fisher welcomed the Rev. Megan McDermott, serving as Curate at Grace Episcopal Church, Amherst, who had been omitted from the earlier presentation.

SPECIAL ORDER – Ecumenical and Interfaith Speakers Bishop Fisher introduced The Rev. Kenneth Young, Director of External Relationships, Massachusetts Council of Churches (MCC). Rev. Young share the main goal of the MCC: Uniting the Church for the common good. MCC currently has 15 denominations “at the table.” Rev. Young’s charter from Rev. Laura Everett – Get more churches to the table!

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Bishop Fisher introduced Rabbi Mark Dov Shapiro, Rabbi in Residence at Christ Church Cathedral. Rabbi Shapiro, as a result of the events in Pittsburgh, completely revised his presentation. Rabbi Shapiro chose Genesis 22 as the text for his meditation, where the work hineni is used three times, literal meaning “here I am.” I’m here in a bigger sense, I’m present, I’m in this spot from head to toes, I’m all in. Rabbi Shapiro asked each table to offer a name, an email address, a thought, a hope – for the people of Pittsburgh. Each table has a sheet. Fill them out and Rabbi Shapiro will send them to the Synagogue in Pittsburgh, to let them know Hineni – “We Hear you, we are here.”

Bishop Fisher thanked our ecumenical and interfaith leaders for their contribution to our Convention.

REPORT OF COMMITTEE ON ELECTIONS Ms. Barbara Groves called on The Rev. Peter Swarr, Chair of the Committee on Elections, who explained the ballot and electronic voting process, and introduced the nominees as listed on the ballot.

SPECIAL ORDER PRESENTATION – John Koch, Executive Director, Barbara C Harris Camp and Conference Center (BCH). Open invitation to visit BCH and to take advantage of the facility

SPECIAL ORDER VIDEO REPORT – Misa Aleluya

SPECIAL ORDER VIDEO REPORT – Berkshire Immigration Center

ELECTION RESULTS Standing Committee  The Rev. Tanya Wallace  Ms. Phyllis M. Larson

The Diocesan Council  Mr. Richard Gore, Jr.  The Rev. Eliot Moss  The Rev. José Reyes  Mr. Mark Rogers

The Chapter of Christ Church Cathedral  The Rev. Dr. Harvey B. Hill IV  Dr. Deborah Harmon Hines  The Rev. Dcn. Elizabeth Washburn

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Disciplinary Board  The Rev. Jane A. Beebe  Ms. Pennie Curry

Provincial Synod Clerical Representatives  The Rev. Dr. Harvey Hill  The Rev. Jane A. Beebe (Alternate)

REPORT OF COMMITTEE ON RESOLUTIONS AND THE BISHOP’S ADDRESS Ms. Barbara Groves called on The Rev. Laura Goodwin, Chair of the Resolutions Committee. Rev. Goodwin invited Wende Wheeler to present the 2015 TEC General Convention Resolutions referred to the Diocese. The full texts of all resolutions referring to the Diocese are on our Convention website. Wende Wheeler provided a reading of all TEC Constitution amendments.

The Rev. Goodwin called on Maggie Sweeny and Margaret Bullitt-Jonas, to introduce the Creation Care Resolution.

Creation Care In Our Congregations: Living Lightly On God’s Good Earth: Submitted to the Episcopal Diocese of Western Massachusetts, 117th Convention, 2018

Sponsored by: The Diocesan Deputation to the 79th General Convention of the Episcopal Church

Resolved, that the 117th Convention of the Episcopal Diocese of Western Massachusetts applaud and actively support Resolution A018, passed by both houses of the 79th General Convention, affirming that “as individuals and communities of faith, The Episcopal Church set an example, in the spirit of the Paris Climate Accord, by making intentional decisions about living lightly and gently on God’s good earth, for example, through energy conservation, renewable energy, sustainable food practices and gardening; and be it further Resolved, That dioceses, communities of faith and individuals committing to the Paris Climate Accord consider reporting on their commitments, actions and successes to the Executive Council” (see Resource B below); and be it further

Resolved, that the 117th Convention of the Episcopal Diocese of Western Massachusetts call on all parishes in the Diocese to be faithful stewards of our fragile planet by taking the following

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EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS MINUTES OF THE 117TH ANNUAL MEETING OF DIOCESAN CONVENTION Convention Theme: Rekindling Hope, Sharing Light, Loving Jesus MassMutual Center, Springfield, MA October 26 & 27, 2018 concrete steps before the 118thth Diocesan Convention: 1) Create a Green Team, beginning by naming one or more individuals to serve as liaison with our diocese’s Missioner for Creation Care in order to help the parish strengthen energy conservation and efficiency and encourage public advocacy around environmental issues (see Resource C below); 2) Undertake an energy audit for all parish buildings in order to reduce the parish’s carbon footprint, keeping in mind that grants are available from the Diocese to offset half the cost of the audit (see Resource D below); 3) Report back to the sponsors of this resolution before the 118th Diocesan Convention on steps taken and progress made on Steps #1 and #2. Congregations should report progress and accomplishments to the following members of the G.C. Deputation: a. In the Berkshire Corridor: John Cheek ([email protected]) b. In the Valley Corridor: Maggie Sweeney ([email protected]) c. In the Worcester Corridor: Mac Murray ([email protected])

The resolution moved was moved, seconded and after discussion was unanimously approved.

Bishop’s Address Resolutions THAT this the 117th Convention of the Diocese of Western Massachusetts, the epicenter of Revival and the Way of Love, thank Bishop Fisher for his leadership of our diocese, especially his advocacy against Gun Violence.

We commend the Bishop’s address to the people of our diocese and encourage every parish and individual to adopt the seven points of the Way of Love – Turn, Learn, Pray, Worship, Go, Bless and Rest – as a Way of Life.

Resolutions – Thanks THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to The Rev. Kenneth Young, Director of External Relationships at the Massachusetts Council of Churches for his presence with us, and presentation on Ecumenical and Interfaith Relations at this Convention.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to Rabbi Mark Dov Shapiro, Rabbi in Residence at Christ Church Cathedral for his presence with us, and his presentation on Ecumenical and Interfaith Relations at this Convention.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to Dr. Mohammad Saleem Bajwa, Founding Member of the Islamic Society of Western Massachusetts for his presence with us, and his presentation on Ecumenical and Interfaith Relations at this Convention.

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THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to The Rt. Rev. Audrey Scanlan, Bishop of Diocese of Central Pennsylvania for her inspiring message at our Convention Banquet.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to Izzy Sanchez Leo for her service as Preacher at the Convention Eucharist.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to The Revival Staff of The Episcopal Church (TEC), The Rev. Stephanie Spellers and Ms. Dinorah Padro for their work and presence with us for WMA Revival.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to the Western Massachusetts Revival Discernment and Steering Teams and all those who worked at the Revival events, for making the WMA Revival such an inspiring and Spirit-filled experience.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to The Rev. Ralph Howe and the people of First UMC Church, Pittsfield for graciously hosting the WMARevival Eucharist.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to Carol LaPlante for her thirty-six years of faithful service as Diocesan Database and Network Administrator, with prayers for joy in her well-deserved retirement.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to The Rev. Mac Murray for his very capable and good-humored service as Secretary of Convention since 2015.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer our thanks to The Rev. Mary Elizabeth Rosendale and The Rev. José Reyes for their service as Chaplains to this Convention.

Resolutions - Greetings THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to the Rev. Hanna Ennin, the newly appointed Superintendent in Charge of the Mampong Babies Home, in gratitude for her ministry and ongoing prayers for the continued strengthening of the relationship between the Babies Home and our diocese.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to the Rev. James Hazelwood, Bishop of the New England Synod of the Evangelical Lutheran Church in

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America with gratitude for his ministry and ongoing prayers for our mutual commitment to live into our Call to Common Ministry.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to the Most Rev. Mitchell T. Rozanski as the Bishop of the Roman Catholic Diocese of Springfield, with the assurance of prayers and support in our mutual ministry of proclaiming the love of Christ.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to the Most Rev. Robert McManus, Bishop of the Roman Catholic Diocese of Worcester, with continued thanks for his companionship and cooperation as we strive together to follow Christ throughout Western Massachusetts.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to The Rt. Rev. Sudarshana Devadhar, Bishop of the New England Conference of the United Methodist Church.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to The Rev. Donald Remick, Transitional Interim Conference Minister for The Massachusetts Conference of The United Church of Christ.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to the Most Reverend Michael Curry, and his wife Sharon, as he continues his ministry as Presiding Bishop and Primate, and prayers for his proclamation of the Good News of the Jesus Movement to the Church and to the World.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to Laurel Stewart, widow of our fifth Bishop, the Rt. Rev. Alexander D. Stewart, with thankfulness for her ongoing ministry of Christ’s love in our Diocese.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to Nancy Wissemann, widow of our sixth Bishop, the Rt. Rev. Andrew F. Wissemann, with gratitude for her strong witness to the Easter hope.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to Nancy Denig, widow of our seventh Bishop, the Rt. Rev. Robert S. Denig, with heartfelt thanks for her continuing faithful presence and service in our midst and to offer our condolences on the loss of her son Nicholas.

THAT this the 117th Convention of the Diocese of Western Massachusetts send warm greetings to our eighth Bishop, the Rt. Rev. Gordon Scruton, and his wife Rebecca, with

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EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS MINUTES OF THE 117TH ANNUAL MEETING OF DIOCESAN CONVENTION Convention Theme: Rekindling Hope, Sharing Light, Loving Jesus MassMutual Center, Springfield, MA October 26 & 27, 2018 heartfelt thanks for their ongoing ministry of Christ’s love throughout our National Church.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to the Rev. Laura Everett, Executive Director of the Massachusetts Council of Churches, with gratitude for her ministry of cooperation and reconciliation in our Commonwealth.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to our Anglican Communion partners, the Most Rev. Daniel Sarfo, Bishop of the Diocese of Kumasi, Ghana, and his wife Mary and the Rt. Rev. Cyril Ben Smith, Bishop of the Diocese of Mampong.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to the Rt. Rev. Alan Gates, Bishop of the Diocese of Massachusetts, and also to the Rt. Rev. Gayle Harris, with prayers for both of them, and for our mutual ministry of proclaiming the love of Christ from the Berkshire mountains to Cape Cod and the Islands.

THAT this the 117th Convention of the Diocese of Western Massachusetts send greetings to all the Bishops and people of Province One.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer prayers for the Episcopal Diocese of Maine as they seek a new Diocesan Bishop.

THAT this the 117th Convention of the Diocese of Western Massachusetts offer prayers for the Episcopal Diocese of Vermont as they seek a new Diocesan Bishop.

Committee motions were moved, opened for discussion, and was VOTED, all APPROVED.

Bishop Fisher thanked The Rev. Laura Goodwin and the committee for putting all of the resolutions together.

APPOINTMENTS OF EXAMINING CHAPLAINS Report – see website Membership:  The Rev. Dr. Molly Scherm – Chair  The Rev. Jesse Abell  The Rev. Hilary Bogert-Winkler  Dr. Tamson Jones Farmer  Dr. Richard Kimball  The Rev. Barbara Thrall  The Rev. Deacon Patricia O'Connell (2019 Appointment) The Bishops appointments were presented, no discussion, and was VOTED Unanimously to

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AFFIRM THE APPOINTMENTS.

APPOINTMENTS OF COMMISSION ON MINISTRY Report – see website Membership:  The Rev. Samuel Smith, Chairperson  Mr. Edward Farrell, Secretary  Mr. Milton Barnes  The Rt. Rev. Douglas J. Fisher, IX Bishop of Western Massachusetts  The Rev. Deacon S. Jane Griesbach (ex officio) Deacon Formation Director  Ms. Nancy Lowry,  Ms. Christina Loy,  The Rev. Nancy Webb Stroud - Liaison from Standing Committee  Ms. Tina Page  Mr. Jeffrey Pringle  The Rev. Dr. Molly C. Scherm (ex officio) Board of Examining Chaplains  The Rev. Dr. Richard M. Simpson (ex officio) Canon to the Ordinary  The Rev. Thomas N. Synan  The Rev. Tanya R. Wallace

SOCIAL JUSTICE COMMITTEE Report – see website Bishop Fisher thanked Ms. Lee Cheek and Mr. Harvey Hill for doing tremendous work. Membership:  Marissa Egerstrom and Leah Gregg, co-chairs  Margaret Bullitt-Jonas (ex officio)  Doug Fisher (ex officio)  Lauren Holm (Lutheran representative)  Victoria Ix (ex officio)  Julie Butcher  Erik Karas  Alexizendria Link  Linda Taupier  Jane Tillman  Dave Woessner

This report as well as all other Committee and Missioner Reports and all of today’s videos can be found on the Convention website: Conventionwma.com

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COMMISSIONING OF THE BISHOP’S CONNECTORS Bishop Fisher called all forward all our Ministers of Justice and Reconciliation who are involved with our diocesan initiatives for commissioning:  Beloved Community  Immigration  Gun Violence  Creation Care

PLANNING OF NEXT CONVENTION Ms. Barbara Groves called on Wende Wheeler to give an update regarding Convention 2019. 118th Annual Convention of the Diocese of Western Massachusetts will be held on November 9, 2019 at the Tower Square Hotel, Springfield, MA Be sure to complete the on-line Convention Survey – We Listen, and it helps us plan.

ADDITIONAL BUSINESS Bishop Douglas Fisher asked if there was any additional business FOR THE GOOD OF THE ORDER

ANNOUNCE VESTING OF AUTHORITY TO APPROVE MINUTES OF COMMITTEE Bishop Douglas Fisher: “It shall not be necessary to read the Convention minutes of its meetings. Authority to approve them shall be vested in a committee to consist of a Chairperson or qualified members of the following Committees: Dispatch of Business, Resolutions, Elections, and Constitution and Canons.” Section XV of the STANDING ORDER OF BUSINESS OF ANNUAL CONVENTION

SPECIAL ORDER VIDEO REPORT – Way of Love

CLOSING PRAYER, BLESSING AND DIMISSAL (ADJOURNMENT) Closing prayer was offered by Convention Chaplains, the Rev. Mary Rosendale and the Rev. José Reyes. Bishop Fisher offered prayer of thanksgiving and blessings to all and also offered the dismissal.

2:45 PM CONVENTION WAS ADJOURNED

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B I S H O P ’ S J O U R N A L O c t o b e r 2 8 , 201 7 - O c t o b e r 2 7 , 201 8

Convention Held at the Mass Mutual Center, October 26 & 27, 2018

CLERGY RECEIVED FROM OTHER DIOCESE

Name Date of Reception From Diocese Marisa Egerstrom 02/14/18 Massachusetts

CLERGY TRANSFERRED TO OTHER DIOCESE

Name Date of Reception To Diocese Warren Hicks 03/12/18 Southern Virginia Elizabeth A. Green 03/12/18 Southern Virginia Betty Ann Long 05/23/18 Connecticut Taylor Albright 08/14/18 Connecticut R. Derrick Fetz 09/11/18 Western New York

DEACONS ASSIGNED TO PARISHES Name Parish Ann Scannell Good Shepherd, Clinton

CLERGY NOT CANONICALLY CONNECTED, BUT LICENSED TO OFFICIATE IN THE DIOCESE Name Name Nathaniel Anderson Joseph Pace Marc L. Britt Edward Prevost Eletha Buote-Greig Michael Ramsey-Musolf Michael Cheney Karen Safstrom Judith Freeman Clark Paula Winsor Sage Edward Cobden Susan Schaeffer Michael Corrigan Adrian Stair Ronald Crocker Norman Thornton Bruce Duncan Libby Wade Edward Harris Warren Webster Francis Howard Randall Wilburn Erik Karas Stephen White William Loutrel Walton Zelley, Jr. John Marquis Robert Miner

RETIRED Name Date Paula Windsor Sage 2018 John Derek Stubbs 2018

APPOINTMENTS

Name Position Location Nathaniel Anderson Pastor/Rector St. John’s Church, Williamstown Valerie Bailey Fischer Chaplain William’s College Mary Frances Curns Rector All Saints Berkshires, North Adams

Susan Eibner Interim St. Andrew’s, Longmeadow Kimberly Foster Financial Controller Diocese of WMA Alison Gamache Assistant for Communications & Payroll Administration Diocese of WMA Laura Goodwin Rector Holy Spirit Church Craig Hammond Commissioned Evangelist Diocese of WMA Lainey Hurlbut Executive Assistant Bishop’s Office, Diocese of WMA Victoria Ix Vicar St. John’s, Ashfield Erik Karas Priest-in-Charge Christ Trinity Church, Sheffield Megan McDermott Curate Grace Episcopal Church, Amherst Bernard Poppe Priest-in-Charge All Saints Church, Worcester Karen Safstrom Priest-in-Charge Church of the Epiphany/Christ the King, Wilbraham Samuel Smith Rector St. Paul’s Church Libby Wade Interim Southwick Community Episcopal Church, Southwick Wende Wheeler Lay Member Secretary to Convention

CANDIDATES Jason Burns

DEACONS ORDAINED Name Date None

PRIESTS ORDAINED Name Date Victoria Ix 12/16/2017

CELEBRATION OF NEW MINISTRY

Name Date Parish Erik Karas 11/19/17 Christ Church Trinity, Sheffield Victoria Ix 9/14/2018 St. John’s, Ashfield Bernard Poppe 09/30/18 All Saint’s, Worcester

CLERGY DEATHS

Name Date Perry Kingman 12/15/17 Donald Chamberlain 12/28/17 Robert C. Granfeldt, Sr. 01/27/18 Charles Summers 02/08/18

ONSENTS IVEN C G

Name Date Consent A Bishop Suffragan 11/20/17 Consent to the Election of a Bishop Suffragan for Virginia Kevin Nichols 05/16/18 Consent to the Election of Bishop of the Diocese of Bethlehem Michael Hunn 06/05/18 Consent to the Election of Bishop of the Diocese of Rio Grande Carlye Hughes 06/18/18 Consent to the Election of Bishop of the Diocese of Newark Mark Cowell 06/21/18 Consent to the Election of Bishop of the Diocese of Western Kansas RE-DEDICATION/DEDICATION BLESSINGS SUMMARY OF OFFICIAL ACTS

Services of Confirmation:

Confirmations 54 Received 13 Reaffirmed 10 Baptisms 11 Celebration of New Ministry 3 Services of Holy Communion 36 Sermons/Addresses 33 Other Services 5 Ordinations:

Deacons 0 Priests 1 Weddings 7 Remarriages 8 Funerals 4 Dedications/Blessings 2

IN ACCORDANCE WITH CANON 15, SECTION 2(C) PRIESTS-PERSONAL REPORTS SUBMITTED *indicates no personal reports received

Name Name Name Norman Aubrey* Mary Gustafson Edward Prevost Kevin Bean Benjamin Hall Carol Bellows David Hall Jill Rierdan Henry Ramsey * Richard Bellows James Harkins Christine Rockwell Stephen Booth Edward Harris Anne E. Ryder William Byers Mark Hatch Mary Schreiber* Marc Britt Mary Hicks Scott Seabury Kenneth Campbell Frances Ann Hills Gwen Sears Christopher Carlisle* Ruthanna Hooke Roger Senechal John Cerrato John Hooker Arthur Stevens Alston Chace Francis Howard* Judith Stevens Michael Cheney Sanford Johnson Daniel Strong* Milton Cheney, III Edward King Paul Taylor Richard Clarke Chisato Kitagawa Norman Thorton Edward Cobden, Jr. Clayton Knapp Barbara Thrall Michael Corrigan Donna Larson Jerry True Susan Crampton Betty Ann Long Catherine Venkatesh Thomas Damrosch Richard Mahaffy Mary Vidmar* Fletcher Davis Michael McCue Robert Walters Gordon Dean Robert Miner George Warren Peter Elvin Paul Morrissette William Watts Frederick Emrich Frank Moss Kathryn White Harry Finkenstaedt, Jr. James Munroe Stephen White Elizabeth Fowle Charles O’Brien Stanley Woolley, Jr. Warren Frederick Donald Peet Alfred Zadig, Sr. Judith Freeman Clark Donald Place Walton Zelley, Jr. Robert Ginn Pamela Porter Jesse Zink Paul Goranson PARISHES CLOSED/MERGED

St. Andrew’s Turners Falls and St. James’ Greenfield merged to become Sts. James and Andrew Church, Greenfield - In Oct. 2017 St. Andrew’s, North Grafton and St. John’s Sutton merged to become Holy Spirit, Sutton - 2018 St. Christopher’s, Chicopee and Grace, Chicopee merged to become Trinity, Chicopee - 2018

PARISHES VISITED

10/01/17 Proper 21 10:15 AM Trinity Church Lenox 4:00 PM St Helena's Church Lenox 10/08/17 Proper 22 Church without Walls 10/15/17 Proper 23 10:00 AM CCC - morning service Springfield 4:00 PM CCC - Evensong 10/29/17 Proper 25 10:00 AM Grace in the S. Berkshires Great Barrington 11/05/17 Proper 26 10:00 AM St Andrew's Church Longmeadow 3:00 PM All Saints' Church South Hadley 11/12/17 Proper 27 10:00 AM CCC Springfield 11/19/17 Proper 28 9:00 AM Saints James and Andrew Greenfield 4:00 PM Christ Church & Trinity Sheffield 12/03/17 Advent 1 10:00 AM Grace Church Oxford 12/03/17 1:00 PM Christ Church Rochdale

12/10/17 Advent 2 10:00 AM St. Mark's Church Worcester 12/17/17 Advent 3 10:00 PM CCC Springfield 12:15 AM CCC Springfield Christmas Eve 12/24/17 Advent 4 10:30 PM St. Paul's Church Stockbridge 2018 CYCLE II 01/07/18 Epiphany 1 10:00 AM St Stephen's Pittsfield 01/14/18 Epiphany 2 10:00 AM St Mark's E Long 01/21/18 Epiphany 3 10:00 AM St John's Ashfield 01/28/18 Epiphany 4 9:00 AM Christ Memorial N Brookfield 02/04/18 Epiphany 5 10:00 AM All Saints' Church Worcester 02/11/18 Epiphany 6 10:00 AM Christ Church &Trinity Sheffield 02/14/17 Ash Wednesday 12:00 PM All Saints' Worcester 5:00 PM Christ Church Cathedral Springfield 7:00 PM Christ Church Cathedral Springfield 02/18/18 Lent 1 10:00 AM St. Paul's Church Stockbridge 02/25/18 Lent 2 10:00 AM Reconciliation Webster 03/04/18 Lent 3 9:30 AM All Saints' N Adams Berk 03/11/18 Lent 4 9:30 AM Holy Trinity Church Southbridge 03/18/18 Lent 5 10:00 AM St Paul's Church Holyoke 03/25/18 Palm Sunday 10:00 AM CCC Springfield 04/01/18 Easter 8:00 AM CCC Springfield

Easter 10:00 AM CCC Springfield Easter 12:15 PM CCC Springfield 04/08/18 Easter 2 9:00 AM St John's Church Athol 04/15/18 Easter 3 10:00 AM Trinity Ware 04/22/18 Easter 4 9:00 AM Christ Church Rochdale Trinity Church Whitinsville 04/29/18 Easter 5 9:45 AM St. John's Church 05/06/18 Easter 6 10:00 AM St Francis Holden 05/13/18 Easter 7 OPEN 05/20/18 Pentecost 10:00 AM Trinity Milford 06/03/18 Proper 4 10:00 AM St John's Church Northampton 06/10/18 Proper 5 9:00 AM All Saints' South Hadley 06/17/18 Proper 6 10:00 AM Nativity Northborough 09/09/18 Proper 18 9:30 AM Southwick Community Southwick 09/16/18 Proper 19 10:00 AM St. Mark's Church Leominster 09/23/18 Proper 20 10:00 AM Grace Church Oxford 09/30/18 Proper 21 10:00 AM Trinity Church Shrewsbury 10/14/18 Proper 23 10:00 AM St. Matthew's Church Worcester 10/28/18 Proper 25 10:00 AM Church of the Epiphany Wilbraham 11/04/18 Confirmations 10:00 AM Christ Church Cathedral Springfield Confirmations 12:15 PM Christ Church Cathedral Springfield 11/11/18 Proper 27 10:00 AM Good Shepherd/Grace Westfield Lutheran 11/25/18 Last Sunday 10:00 AM Holy Spirit Sutton after Pentecost 12/02/18 First Sunday of 10:00 AM St. Stephen's Church Westborough Advent 12/16/18 3rd Sunday of 10:00 AM St. Peter's Church Springfield Advent

APPENDIX A

Reports of:

Committees Commissions Task Forces

Report of Diocesan Council 2017-2018: Diocesan Council met on the following dates. Key topics discussed are listed. Minutes of the meeting are available upon request.

November 16, 2017 – • Reflections on Diocesan Convention • Revival 2018 • Request for Assessment Reduction, Grace Oxford • EMWM financial report, available Mission Resources • Housing Allowance Resolutions • Sustainable and Strategic Ministry, Toronto model

February 3, 2018 – Diocesan Council (Retreat) met at St. Andrew’s Church, Longmeadow • Retreat led by Lois Kelly, on topics of Change, Courage, and Creativity • Request for Assessment Reduction, Northborough • Update on Resourcing Mission pilot program

April 4, 2018 – • Special meeting to vote on deed transfer of property FKA St. Martin’s, Pittsfield to EMWM

April 12, 2018 – • Bishop’s report on gun violence, Bishops United Against Gun Violence • Sanctuary – Undocumented workers threatened with deportation • Revival planning • Financial Resources • Summarize, review Council Retreat / Lois Kelly • Resourcing Mission pilot and case study • Financials and Real Estate updates • Vote to transfer unrestricted funds to a Strategic Ministry Reserve Fund

June 14, 2018 • Bishop’s report: Update on Revival schedule; Creation Care; Immigration; Social Justice and Sanctuary; General Convention; Transition Ministry • Resource Mission Initiative update • Development Plan update, funding of non-parish based programs • Memorial Garden guidelines approval

September 20, 2018 • Updates on Revival; update on Latino Ministries • Staff changes at the Administrative Offices of the Diocese of WMASS • Parish Assessment Program – update; Pilot program • 2019 proposed budget • Development plan update (Episcopal Charities Entity) • Update on Clergy Renewal Leave policy

Respectfully submitted, The Rev. William ‘Mac’ Murray, Council Secretary To the Convention of the Episcopal Diocese of Western Massachusetts Annual Report of the Standing Committee November 2017 – October 2018

As the council of advice to the bishop, especially concerning matters of ordination and real estate, the Standing Committee meets in person and by telephone video conference at least five times per year. We also conduct business by email. Our proceedings are recorded by minutes reflecting each meeting and telephone conference. Votes taken by email are confirmed at the following meeting, and the email string is sent to the Diocesan Archives, along with meeting minutes.

Since the last Diocesan Convention, we met in person on November 2, 2017, March 1, 2018, and September 6, 2018. We met by telephone and video on January 4, 2018, March 20, 2018, March 28, 2018, and May 10, 2018. We also conducted votes by email, all of which were confirmed at subsequent meetings.

Much of our work is consultative in nature. We talk things over with representatives of parishes, the senior staff, and the bishop. A special project to empower a sub-committee to assist churches that are trying to find places for “holy things” they no longer need has been discussed but has not yet been implemented. We have established a new tradition: every year the Standing Committee invites the Commission on Ministry and persons in the ordination process to tea. The First Annual Standing Committee Tea was held at the home of Nancy and Bill Stroud in late June and was considered a great success.

A summary of our canonical actions follows.

On November 2, 2018, we elected The Rev. Nancy Webb Stroud as president and Nancy Lowry as secretary for the coming year.

Episcopal Elections • We consented to the call for an election for Bishop Suffragan for the Diocese of Viriginia. Later in the year, we noted that the Diocese had withdrawn this request. • We consented to the call for an election for Bishop Suffragan for the Diocese of Texas. We consented to the elections of the following priests as Diocesan Bishops: • Kevin Nichols to the Diocese of Bethlehem • Michael Hunn to the Diocese of Rio Grande • Carlye Hughes to the Diocese of Newark • Mark Cowell to the Diocese of Western Kansas

At the end of this year we made a preliminary vote to withhold consent for the election of Joseph Kerwin Delicat at Diocesan Bishop in Haiti. In subsequent weeks, further information came to light and the final vote on this consent will be made in November, 2018.

Ordained Ministry in Western Massachusetts We approved Ann Scannell first as a Candidate for ordination to the transitional diaconate, and then for Ordination. We approved Jason Burns as a candidate for ordination to the vocational diaconate.

Property Matters in our Diocese We approved the request of St. David’s Agawam to sell their former rectory.

We approved the request of Trinity, Lenox to allow an encumbrance in the form of a Preservation Restriction Agreement so that they could apply for a grant from the Massachusetts Historical Commission. The parish reports that the grant has been received.

We approved the request of St. John’s Northampton to take out a loan of $1.1 million from the Mission Investment Fund of the Evangelical Lutheran Church in America. Later, we approved an encumbrance on their property for the requirements of this same fund, because of a title restriction on their property.

We removed a restriction on proceeds from the sale of the rectory of former parish St. Barnabas and All Saints. This allowed our Diocese to consolidate these funds with funds from other closed parishes.

We approved the request of St. David’s Agawam for an encumbrance on their parking lot to allow for the construction of a car port which will carry solar panels. Sunwealth will maintain the carport and panels and pay rental to St. David’s.

Respectfully submitted,

The Rev. Nancy Webb Stroud President, Standing Committee October 19, 2018 Report to Convention 2018 Missioner for Servant Leadership The Rev. Jennifer Gregg

Cathedral of the Beloved:

“Here is what we seek: a compassion that can stand in awe at what the poor have to carry rather than stand in judgment at how they carry it.” Gregory Boyle, Tattoos on the Heart

The dominant narrative for those outside the Berkshires has often been that it is a wealthy community that has many resources available. During the summers, people come from near and far to experience Tanglewood, Shakespeare and Company, and Jacob’s Pillow, among others. Here, they can remain blissfully unaware of the stories of struggle and hardship that lie just around the corner, where the effort to find decent affordable housing is an ongoing struggle, where too many families and individuals are battling and succumbing to the opioid epidemic that plagues this region. This year, as I look back, we have lost four regular members of our community, 3 to alcohol or opioid overdose. Each grief has compounded the other. And yet, at the same time, within those stories of struggle, there is a spirit of hope, perseverance and community that is to be marveled. As one regular volunteer said to me recently, his mantra continues to be, “love is stronger than drugs. Love is stronger than drugs.” We continue to work to embody that mantra.

As we engage in this ongoing work, outside of our weekly Sunday gathering, we have also collaborated with St. Stephen’s and Zion Lutheran to offer Laundry Love once a month, each community offering it once a quarter. We also have weekly Bible Study and have a consistent presence on Wednesday evenings at St. Joe’s kitchen at South Congregational. Here, participants have been able to continue projects with artist in residence Jim Day, and a chapel area has been built to create a safe place for pastoral conversation and prayer.

This year, we also mobilized when needed to address the systemic needs of the community. Last year, it was through our weekly interactions with members that we ultimately learned Gov. Baker had frozen a multitude of earmarks, one being the funds to support and open the emergency cot shelter in Pittsfield for the winter months. Using our network of congregations and connections with BIO, a letter writing campaign began. As a result of these efforts, the earmark was unfrozen and the funds were released to provide the shelter needed for community members.

We are continually grateful for the many communities that have us and come out each week to provide a meal. We are also grateful for the congregations who have supported us financially. I’d like to give special thanks to the following:

South Congregational, Pittsfield St. Stephen’s, Pittsfield First Methodist, Pittsfield Trinity Episcopal, Lenox St. John’s, Williamstown St. Joseph’s, Pittsfield First Congregational, Lee First Congregational, Dalton Seton Family First Congregational, Great Barrington Laurie and Heather at North St. Coin Op. Berkshire Interfaith Organizing

Leadership Development in the Diocese: Loving the Questions: In 2017-2018, Loving the Questions had six people complete this process. Topics explored included: Spiritual Autobiographies, Spiritual Disciplines, Exploring Vocational Questions, Stories of Call and Ministry around the Diocese. This fall we have welcomed 9 new people to the program and with approval from the Commission on Ministry, have opened this program up ecumenically with our first United Church of Christ participant. Craig Hammond, a former participant of Loving the Questions, has also been brought on board to help lead and facilitate this process as part of his call to help people explore their call to ministry. Loving the Questions continues to be safe and intentional space for individuals who are either discerning a call to ordained ministry or seeking to deepen their baptismal identity to listen for the Spirit’s movement as they wrestle with the questions of their heart.

Prophetic Leadership Curriculum: This summer, I was invited to represent the diocese to develop a curriculum on Prophetic Leadership in collaboration with Episcopal City Mission. We have gathered regularly throughout the summer and into this fall to put together this 8 month process. The structure of this curriculum is being built around Michael Ganz’s concept of “The Story of Self, Us, and Now” as well as drawing on contemplative practices. Our hope at the end is to “inspire and support parishes who are yearning to be in deep relationship with their surrounding community and the goal is position them at the end to be in right relationship with local grassroots organizations.” In January 2019, five parishes between the Diocese of Western Massachusetts and Massachusetts will be invited to participate in this process.

Outside of these endeavors, I participated and worked with The Rev. Peter Swarr and Susan Schneider in their program Explorations in Christian Leadership hosted at All Saints, North Adams. Congregations were also introduced to the power of story-telling through God’s story, Our Story. This introductory worship is a mini-introduction to the Story of Self by Michael Ganz and as we move into 2019 can serve, in part, as an introduction to the Prophetic Leadership curriculum currently being developed. Workshops were also led on From Surviving to Thriving: Cultivating the Life Within and a retreat for women was held with Grace of the Southern Berkshires.

Faithfully Submitted,

The Rev. Jennifer Gregg, Missioner for Servant Leadership 1

Report by the Rev. Dr. Margaret Bullitt-Jonas, Missioner for Creation Care Diocesan Convention, November 2018 I have served our diocese as Missioner for Creation Care for nearly five years. The position went ecumenical a couple of years ago, when I also began serving in this role for the Massachusetts Conference of the United Church of Christ. This ministry takes me across and beyond Massachusetts as I write, speak, preach, lead retreats, and advocate about our urgent call to protect God’s Creation. I seek to build networks and coalitions as I reach out to Episcopalians and other Christians, to people of different faiths, and to people with no religious affiliation. Some of my work has been international. Last October I traveled to British Columbia to preach about climate change in Christ Church Cathedral in Vancouver, and to lead a clergy retreat for the Diocese of New Westminster about our Gospel call to address the climate crisis. Last June I accepted an invitation to participate in an international ecological symposium, “A Green Attica for a Sustainable Environment: Preserving the Planet and Protecting Its People,” jointly sponsored by the Ecumenical Patriarchate and the Region of Attica. I traveled to Athens, Greece to participate in this inter-religious, inter-disciplinary symposium hosted by Ecumenical Patriarch Bartholomew. Last September I returned to the Pacific Northwest and made a mission trip down the West coast, preaching and leading a retreat in Vancouver, preaching in Seattle, and attending a Multi-Faith Service of Wondering and Commitment that was held at Grace Cathedral in San Francisco. While in San Francisco I also led and attended faith-based workshops affiliated with the 3-day Global Climate Action Summit. The workshops I attended focused on topics ranging from “Living the Change” (a new interfaith climate initiative by GreenFaith) to climate geo-engineering. • Preached in the diocese and beyond This year I preached about Creation care at First Congregational Church, Great Barrington, MA; Grace-St. Paul’s, Tucson, AZ; St. Andrew’s, Longmeadow, MA (for the Greater Springfield Ecumenical Easter Vigil service); Federated Church of Orleans, Orleans, MA; Christ Church Cathedral, Vancouver, B.C.; Trinity Episcopal Parish, Seattle, WA; and First Parish, Lincoln, MA. • Wrote blog posts and published articles I posted essays on my Website, RevivingCreation.org, about risking arrest for climate justice; the 2018 Pioneer Valley Women’s March; a new coalition, sponsored by Cardinal Sean O’Malley, bringing together scientists and faith leaders on climate; Jim Antal, climate hero; carbon pricing as a spiritual and ethical imperative; “The week that was: world religious leaders confront climate disruption”; “Exodus from Fossil Fuel: An Interfaith Witness for Climate Action”; and how to organize an interfaith environmental action. You can subscribe to blog posts at RevivingCreation.org. 2

The Boston Globe published my LTE, “Trump is spitting in God’s face by slashing national monuments.” MetroWest Daily News published an opinion piece on carbon pricing that I co-wrote with Rabbi Katy Allen; the piece was later circulated among MA State Representatives. The Daily Hampshire Gazette published my article: “Women’s March lesson is all of us or none of us.” Episcopal News Service published two articles: “In new coalition of religious leaders and scientists, Massachusetts bishops declare climate change an emergency,” and “Episcopalians, world religious leaders confront climate disruption.” I was quoted extensively in “Responding to Small Island States Imperiled by Human-Forced Climate Change: An Ethical Imperative for Christians,” by Jame Schaefer, Anglican Theological Review (Winter 2018). I contributed an essay to “The Episcopal Church – standing up to climate change denial?” by Margaret Daly Denton, Search: A Church of Ireland Journal (Spring 2018). • Featured in videos I am part of a short documentary about faith, climate justice, and civil disobedience, “The Tide is Rising” (https://vimeo.com/245119326?ref=fb-share&1). I am also part of a professionally-made, short documentary about the interfaith witness, Exodus from Fossil Fuels (https://www.youtube.com/watch?v=KUEwG4f8xdQ&feature=youtu.be). I recorded a couple of short videos for the Diocese of WMA. • Continued to develop Creation care across the diocese “Creation Care Network” e-News is sent out every month, listing opportunities to learn, pray, act and advocate for Earth (to subscribe, sign up on the Creation care page of our diocesan Website). (The monthly newsletter is read beyond the diocese – MACUCC put a link on its environmental justice page and invited its environmental justice folks to subscribe.) The diocese is celebrating its fifth annual Season of Creation, with substantive materials on our Creation Season Website. To align the diocese with the millions of Christians who celebrate Creation Season worldwide, we changed the date this year to September 1-October 4. I am excited about the effort to create Bishop’s Connectors in three corridors of the diocese, and am helping to recruit climate champions. I am delighted that last year our climate resolution, “We Are Still In,” was passed enthusiastically at our diocesan convention. I helped to edit and I am eager to support the resolution that will be debated at this year’s diocesan convention, “Creation Care in our Congregations: Living Lightly on God’s Good Earth.” • Led retreats and workshops, spoke at events and on panels At Rolling Ridge Retreat & Conference Center, North Andover, I led an evening retreat for leaders of the ABC (American Baptist Church) Creation Justice Network, and an all-day ecumenical retreat, “Making the Connection: Christianity and Environmental Justice.” I later returned to Rolling Ridge for the 8th Annual Peace Conference, moderating a panel of interfaith speakers on Creation care, and leading two workshops on interfaith environmental action. I led an evening retreat, “Earth Stewardship: Healing Earth, Healing Ourselves,” for Sojourner Truth School for Social Change Leadership, and conducted a 3-day retreat, 3

“Contemplative Ecology: Landscapes of the Soul,” at Rivendell Retreat Centre, Bowen Island, B.C. I was the guest speaker at an Interfaith Lunch at Mount Holyoke College, at an ION (Interfaith Opportunities Network) meeting in Amherst, and at a public gathering at Applewood, an independent living community in Amherst. I was the keynote speaker for an interfaith conference held on Cape Cod, “Caring for the Earth: Human Calling, Urgent Task,” and the keynote speaker at an Interfaith Breakfast at Westfield State University. I spoke on a panel at WSU about carbon pricing. I spoke on a panel with Karenna Gore and Dean Kelly Brown Douglas in a Facebook Live response from Episcopal Divinity School at Union to General Convention’s Joint Session on Creation Care. I spoke on a panel at Grace Cathedral, San Francisco, on “The Role of Religion in Addressing Global Climate Change” with Richard Miller (Creighton University) and Meighen Speiser (Eco- America). • Worked on a book, Rooted and Rising With my colleague, the Rev. Leah Schade, I am editing an anthology of essays by faith-based climate activists, Rooted and Rising: Voices of Hope in a Time of Climate Change. This year we recruited 16 authors, began receiving and editing essays, wrote an Introduction, submitted a book proposal, developed a marketing plan, and negotiated with publishing houses. Rowman & Littlefield accepted our book proposal and plans to publish the anthology in January 2020, in time for the 50th anniversary of Earth Day. • Engaged in interfaith public witness #StandUpCharlie: The Diocese of MA accepted my invitation to participate in this effort to persuade Governor Baker to release an executive order to ban new fossil fuel infrastructure in the Commonwealth. I joined some 300 people at the Boston Statehouse for a rally and sit-in last November. Twenty-six of us (including 5 Episcopalians and then-MACUCC-President, Rev. Dr. Jim Antal) refused to leave the Statehouse after the building closed. We were charged with trespassing and rioting/unlawful assembly; the charges were later dropped. Exodus from Fossil Fuels: I was part of a team of six (2 Baptists, 2 Rabbi’s, 1 Quaker, 1 Episcopalian) who were lead organizers of a Holy Week/Eve of Passover interfaith action of prayerful witness in downtown Boston. I helped compose a letter to Governor Baker from 18 faith leaders (including Bishop Doug Fisher), requesting a meeting to discuss the governor’s energy policy. On Monday in Holy Week, I helped to lead a service for about 200 people who gathered on the steps of the MA Statehouse to sing, preach, and pray about climate change; we processed inside, spoke to aides of the Governor, wrote postcards to the Governor, and lobbied our representatives. I sent the liturgy of repudiating and burning the Doctrine of Discovery, a service that I helped to write and lead at Agape Community in October 2017 in the presence of Native American leaders, to a Christian community in British Columbia that hopes to carry out a similar service. I also participated in a gun safety rally in front of Smith & Wesson, Springfield, and in “March for Our Lives,” held in Northampton. I joined other clergy in assembling at Cooley Dickinson Hospital to help protect an undocumented immigrant during his trip from hospital back to First Church, Amherst. 4

• Advocated through Social Justice Commission Our diocesan Social Justice Commission signed a letter urging environmental justice legislation in Massachusetts; signed a letter addressed to leadership of the State House in Massachusetts, urging passage of a strong clean energy bill; wrote a letter to Springfield’s Mayor Sarno, urging him to hire a full-time Sustainability Coordinator; co- sponsored a forum to stop expansion of local pipelines; and signed a letter by Columbia Gas Resistance Campaign regarding the pipeline explosions in Andover, North Andover, and Lawrence. • Partnered and explored coalitions Faith and science: Led by Cardinal Sean O’Malley, the Archdiocese of Boston convened an unusual meeting of faith leaders and scientists to discuss forming a coalition around climate. Dr. Philip Duffy, President of Woods Hole Research Center, was one of the speakers. I gave a presentation on the status of the interfaith climate movement in Massachusetts. A few months later the coalition released a “Faith & Science Joint Appeal for Climate Action,” which I invited all our diocesan clergy to sign. I joined Bishop Doug Fisher, Bishop Alan Gates, and other faith leaders at the press conference announcing release of this emergency appeal. Met with stakeholders to discuss how the diocese might develop its organizational base for carrying out our mission around Creation care by partnering with “Light Up the Map,” Mothers Out Front, Ener-G-Save, and Resonant Energy. Met with the Executive Director of Sierra Club in MA and others to discuss Sierra Club Peer Outreach and the possibility of training faith leaders to organize around climate action. Met with Steve Abdow to discuss possibly hiring a Creation care “mentor” for the diocese. Thank you, friends, for joining me in our shared mission to follow Jesus and seek reconciliation between humanity, God, and the whole of God’s Creation. -- Submitted by (the Rev. Dr.) Margaret Bullitt-Jonas ([email protected])

Report from the Diocesan Youth Missioner Rev. Hilary Bogert-Winkler

The 2017-18 school year marked my fourth year serving as Diocesan Youth Missioner. While 2015-16 saw a sharp rise in youth participation in diocesan events, 16-17 saw those numbers going down sharply, and last year they dwindled even further. This is an issue that is occurring throughout the Episcopal Church, both on congregational and diocesan levels, as we continue to adjust our programs to the increasingly-busy schedules of youth and their families and as parish youth programs continue to experience turnover in leadership.

Despite this, I visited churches and youth groups throughout the diocese as I had planned to do, getting to know our young people and the adults who work with them. Many youth expressed interest in the spring retreat I was putting together with one of our Lawrence House interns--- Shalom Kristanugraha—yet when registration time came, only 1 youth signed up. Nevertheless, here is an overview of my visits and activities this past year:

Visited with youth and their leaders at: Grace Church Amherst; St. John’s Northampton; St. Francis Holden; Christ Church Rochdale; St. Mark’s East Longmeadow; St. Andrew’s Longmeadow; All Saints Worcester; All Saints South Hadley Attended a youth retreat with St. Mark’s East Longmeadow Planned a spring youth retreat with Shalom Kristanugraha, Lawrence House Intern Guest Chaplain at Barbara C. Harris Camp (July-August 2018)

This year will be a year of discernment with the diocese about the future of diocesan youth ministry. The primary part of that will be continued visits on my part—this time primarily with parish clergy and youth leaders to hear from them about their needs, challenges, and joys in parish youth ministry, and how a diocesan youth mission can be a part of that. Parish youth ministry is going relatively well in many parishes throughout the diocese. Connecting on a diocesan level, however, remains a challenge.

On the hopeful side, we have many strong youth programs throughout our diocese, and even in parishes without youth groups, young people are involved as acolytes, ushers, vestry members, lectors, and convention delegates. These young people aren’t the future of the church—they are part of the church today. It is a joy and a blessing to see them at work in our church and in our world! REPORT OF THE COMMISSION ON MINISTRY: 2018

Since the Diocesan Convention of October 2017, the Commission on Ministry (or “COM”) has continued to work with people discerning God’s call to ministry – ordained, licensed or other opportunities. “Loving the Questions” (or “LTQ”) completed a third year of developing a small learning community as well a community of discernment, and has recently begun its fourth year, the third under the leadership of the Reverend Jenny Gregg. LTQ has become a wonderful resource for the Young Adult Service Corps interns at Lawrence House at All Saints, South Hadley, as well as others throughout the Diocese who want to explore God’s call on their lives. Three members of last year’s LTQ program an Inquirers meeting in June 2018. Two persons applied for ordination in September 2018, and participated in the Discernment Day process with the Commission on Ministry, the Reverend Deacon Eric Elley and Mr. Kevin Antonio Smallwood were made Postulants for Ordination to the Priesthood by Bishop Fisher as a result.

During the Summer and Fall of 2017, four new Postulants for the Diaconate embarked on their formation process through the Province 1 School for Deacons. The Reverend Deacon S. Jane Griesbach, Coordinator for Deacons Formation Commission on Ministry, provides able leadership and support for those in the process.

At present, there are a total of three persons engaged in formation for Ordination to the Priesthood: Ann Scannell, who will complete her seminary education at Yale-Berkley, will be ordained to the transitional Diaconate on December 15, 2018, at All Saints Church, Worcester; the Reverend Deacon Eric Elley, who has explored an emerging new direction in ministry over the last several years; and Kevin Antonio Smallwood, who was in the first group of Lawrence House interns a few years ago, as well as participating in LTQ in its pilot program four years ago! All three of these folks will be sitting for the General Ordination Exams in January 2019.

The COM is delighted to report that Craig Hammond’s commissioning as a Lay Evangelist at Diocesan Convention this year represents an LTQ “success”! Craig participated in the second year of LTQ, and came out of it with a clear sense of call to the ministry of evangelization. Working with a few members of the COM, Craig developed a course of study and training that provides a template that might be used in training lay evangelists in the future. With the launch of a Year of Revival this Fall, Craig’s work is a gift to the Diocese!

The Reverend Victoria Ix, Diocesan Communications Missioner, was ordained to the Priesthood on December 16, 2017, and was recently installed as part-time Vicar of Saint John’s Church, Ashfield.

It has been my privilege to work with the deeply committed, thoughtful and prayerful members of the COM for some eight years, and I treasure the experiences we have shared, from charting a new direction under Bishop Fisher, which took the form of LTQ, to supporting wonderful people from across the Diocese in their processes of discernment and formation for ministry, both lay and ordained. I have been greatly blessed to be a part of this holy work, and thankful to both Bishop Scruton and Bishop Fisher who invited me to take up this ministry, as well as he Reverend Canon Richard Simpson, whom I succeeded as Chair. May God continue to bless the COM, and its new Chair, the Reverend Samuel Smith, in their labors and prayers on behalf of God’s Mission and the people of this Diocese.

The Reverend Nancy Baillie Strong

The Beloved Community Commission

The Beloved Community Commission of the Episcopal Diocese of Western Massachusetts was formed in 2018 as a separate episcopal commission from the Diocesan Social Justice Commission in anticipation of the new framework of The Episcopal Church’s long-term commitment to racial healing, reconciliation and justice.

A New Framework: This framework, approved and legislated at the 79th General Convention this summer in Austin, TX, is a church-wide effort of ECCAR, the Executive Council Committee on Anti-Racism. Resolutions directed at eliminating the sin of racism from the life of the church were passed and funded. Racial healing, justice and reconciliation are fundamental and requisite parts of Christian formation.

Our work in the diocese will be to provide support and training for different levels of awareness, competency, and mastery of concepts and skills that we, as baptized Christians, need to dismantle racism and restore right relationships between God and God’s people through love as the Episcopal branch of the Jesus Movement. You will hear more from us during the coming year!

Knowing Our Local History: While we have been waiting for the new framework this summer, the Beloved Community Commission has not been idle. We continued our discovery of the local racialized history in the diocese. The Commission organized activities in 2018 around the 150th anniversary of one of our local saints in Clouds of Witnesses, W.E.B. Du Bois, the eminent sociologist and founding member of the NAACP, who was born in Great Barrington in 1868. We promoted the reading of The Souls of Black Folk which is the seminal examination of the effect of slavery and a failed national reconstruction on the bodies of black people. Several parishes had book reads, including Grace Church, Great Barrington, Christ Church Trinity Lutheran in Sheffield, and St. John’s, Ashfield.

On February 23, Bishop Fisher joined members of the Commission as well as interns from Lawrence House in the Du Bois birthday celebration at the Mahaiwe Theater in Great Barrington. The Episcopal Church and Lawrence House got a nice shout-out from Dr. Whitney Battle-Battiste during the announcements to the sell-out crowd. Photos are on our Facebook page.

On August 4, the Commission celebrated the Du Bois Feast Day (August 3) with a visit to the W.E.B. Du Bois Center in Great Barrington, a visit to the adjacent Mahaiwe Cemetery where Baby Burghart and other family members are buried; Libby Wade and Cynthia Pease delivered brief homilies about the lack of medical care that precipitated the Du Bois’ baby’s death. The day end with Eucharist and lunch at the Great Barrington’s only operational African-American church, Macedonia Baptist. Several participants also visited the Du Bois boyhood homesite on Route 23 between Great Barrington and Egremont. If you did not hear about this activity, please let us know how we can get the word out.

Facebook: Like us and follow us on Facebook page—Beloved Community WMA—where there are photos of our activities

Membership: Members of the commission are appointed by Bishop Fisher upon recommendation from the co-chairs of the committee. We are anticipating openings in each corridor, so if you are called to devote your time and energy and have a passion for this work, please speak to Harvey or Lee, or email: [email protected]. There is plenty good work.

Mission Statement: “In the spirit of Dr. Martin Luther King and in keeping with our baptismal covenant, we join with others to study up, speak up, stand up, and show up in order to bring the Beloved Community closer to realization in our time and place.”

Commission Membership as of October 2018: Pioneer Valley: Harvey Hill, convenor; Michael Ramsey-Musolf, Pam Porter, Peter Swarr, Wende Wheeler; The Berkshires: Lee Cheek, convenor; Mary Frances Curns, Cynthia Pease; Worcester: Zena Link, convenor. Bishop’s Canon: Pamela Mott. Report by the Social Justice Commission Diocesan Convention, October 2018

When [Jesus] came to Nazareth, where he had been brought up, he went to the synagogue on the sabbath day, as was his custom. He stood up to read, and the scroll of the prophet Isaiah was given to him. He unrolled the scroll and found the place where it was written: ‘The Spirit of the Lord is upon me, because he has anointed me to bring good news to the poor. He has sent me to proclaim release to the captives and recovery of sight to the blind, to let the oppressed go free, to proclaim the year of the Lord’s favor.’ And he rolled up the scroll, gave it back to the attendant, and sat down. The eyes of all in the synagogue were fixed on him. Then he began to say to them, ‘Today this scripture has been fulfilled in your hearing.’ --Luke 4:16-21

Since our last Diocesan Convention, the Social Justice Commission has been discerning our particular call to proclaim and enact the Good News of Jesus in the world. We have been focusing on three areas: Creation care; gun violence; and immigration. Members of our Commission participated in the two anti-gun violence rallies that were held at the headquarters of Smith and Wesson in Springfield. Our members joined the March for Our Lives through the streets of Northampton. We also supported South Church in Springfield when its non-profit status was threatened after it offered sanctuary to an undocumented woman from Peru; Commission members went in person to South Church to stand in solidarity when inspectors came at the request of the Mayor. Some Commission members also took part in a class to prepare us to accompany people to court. One of our members also joined other clergy in assembling at Cooley Dickinson Hospital to help protect undocumented immigrant Lucio Perez during his trip from hospital back to First Church, Amherst. We also met with counterparts from the Eastern Massachuestts Diocese and hope to collaborate more especially with Episcopal Church Mission.

The Commission continues to be active in advocacy efforts, especially around Creation care. During the past year, the Commission signed a letter urging the passage of strong environmental justice legislation in Massachusetts; wrote and sent a letter to Springfield’s Mayor Sarno, urging him to hire a full-time Sustainability Coordinator; signed a letter from Environment Massachusetts, addressed to leadership of the State House in Massachusetts, urging passage of a strong clean energy bill to put Massachusetts on a path to 100% clean energy; co-sponsored a forum in Northampton, organized by Columbia Gas Resistance Campaign (CGRC), to stop expansion of local pipelines, and signed a letter from CGRC regarding the pipeline explosions in Andover, North Andover, and Lawrence.

We have devoted much prayer and thought to the question of how to engage our top-tier issues in a sustainable way that invites as much participation as possible from people throughout the Diocese. We are now in the process of recruiting people from each of the diocese’s three corridors who are passionate about one of our three priority issues. These volunteer leaders – whom we’re calling Bishop’s Connectors – will help to gather and organize other supporters, spread the word when there are time-sensitive actions to take, and otherwise network with partners (both faith-based and otherwise). A first group of Connectors will receive a blessing from the Presiding Bishop at the Worcester Revival; Bishop Doug Fisher will bless the next group of Connectors at our diocesan convention.

If you feel God nudging you to become active in one of these areas, please feel free to contact a member of the Commission or any of the Connectors, whose names will be listed on the diocesan Website.

Acknowledging that all our efforts must be grounded and centered in Christ, we are also in the beginning stages of planning a retreat that will offer the spiritual tools for our work together.

We ask your continuing prayers for our discernment and for all those who suffer injustice.

2018 Members: The Rev. Marissa Egerstrom (Co-Chair) ’20 Ms. Leah Gregg (Co-chair) ’18 The Rev. Dr. Margaret Bullitt-Jonas ex-officio The Rev. Julie Butcher ’20 The Rt. Rev. Dr. Douglas J. Fisher ex-officio The Rev. Lauren Holm ex-officio The Rev. Victoria Ix ex-officio The Rev. Erik Karas ’20 Ms. Alexizendria Link ’18 The Rev. Linda Taupier ’20 The Rev. Jane Tillman ’19

Report to the 117th Diocesan Convention From Communications Director | Missioner

In the past twelve months I have been blessed to interact with many people throughout the diocese who are engaged in the mission of the Gospel. The longer I serve in this capacity the more I believe that all ministry is communications. It is my joy to be in so many circles of good work and Good News. Here is some of what we did together as Church in the digital age.

Ministry as Communications Director

I. General

o Facilitate quarterly communications review w/ canons o Webmaster & content manager for diocesewma.org o Content manager for social media feeds o Coverage of Bishop’s ministry and major events o Videographer for Bishop’s Office, “Special Orders” at convention o Editor, contributor and layout for ABUNDANT Times magazine o E-news communication (Mission Matters) and announcements from Bishop Fisher o Presence at annual Episcopal Communicators Conference

II. Website: diocesewma.org

o We average 2500 – 3700 visits per month o Created a tighter, better-organized, more intuitive menu for diocesan website with input from lay & clergy constituencies o Maintained double security with SiteGround and Sucuri – consequence of hack in 2015 o Supervised regular updates of WordPress as needed o Managed content upload for The Bishop’s Blog

III. Mission Matters e-newsletter

o Post reach is 2252 (+385) o Contact growth from 2014 is approximately 40% o Annual average open rate: 40.1% Industry average religious: 28.02%

IV. “ABUNDANT Times” magazine

o Produced three issues in the last program year: September, January, May. o Moved all issues to ISSUU – a digital platform for storing and retrieving 1

o Printer, Tiger Press, Inc., continues to speed distribution and upgrade sustainable practices. We now use soy-based ink and FSC paper from responsible sources. o ABUNDANT Times continues to be a ministry requiring no subscription fee to members of our 50+ congregations

V. Social Media Benchmarks

o Facebook “likes” have gone from 1166 to 1358. o FB post reach 10/17/17 – 10/17/18 averaged between 1,000-3,000 w/ spike at 8,364 (revival)

o Twitter feed has grown from 818 “followers” to 981.

o Instagram shows growth in spite of sporadic use: 328 o Our Vimeo channel houses all WMA video productions which reduces stress on the diocesan network and protects our work from alteration or advertisements o YouTube channel currently features, “The Bishop and The Rabbi.”

External Media

Coverage resulting from press releases and pitches: 38 (+17 over previous year) The Republican, Greenfield Recorder, Worcester Telegram & Gazette, Hampshire Gazette, Episcopal News Service, WWLP Channel 22, Western Mass News, The Berkshire Eagle, WGBY Connecting Point, NEPR, WBUR 90.9, The New York Daily News, Episcopal News Service

Special Projects o Member, The Steering Committee for #WMARevival - Created strategic plan for communicating revival - Liaison with Office of Public Affairs and Digital Evangelism @ Church Center - Designed collateral: postcards, prayer cards, fliers, lawn signs - Email campaign for revival updates - Wrote copy for The Episcopal Church blog re: revival - Supported revival teams, as needed - Produced promo video

o Onsite coverage of the 79th General Convention of The Episcopal Church - Daily posts to social media - Updates to the diocese via email - 3 videos: Bishop’s Message, Deputies Wrap Up, and T. Don Hutto Detention Center

o Member, WMA Disaster Preparedness Team & liaison to US Disaster Program at Episcopal Relief and Development o Administrator of the Episcopal Asset Map

Ministry as Missioner

I. Parish Support for Digital Ministers

o Assistance/advice on website issues o Consult with parish communicators, as needed o Coverage of several celebrations of New Ministry & ordinations to deaconate and priesthood o Press Releases for Bishop’s visitation – as requested

II. Support for Diocesan Missioners

o Videography and post production for “Loving the Questions,” COM discernment program o Constant Contact email communications for: Creation Care, Social Justice and Servant Leadership o Creation Care: webpage maintenance and annual refresh for Creation Season o Produced business cards for Missioner for Latino/Hispanic Ministries

III. Support for Diocesan Commissions

o Annual revision of webpage and flyer for the Commission on Ministry – “Living the Questions” o Created webpage for the Beloved Community Commission o Ex officio member of the Social Justice Commission

Goals for the Ministry of Communications: 2018-2019

o Alison Gamache has joined the Bishop’s Staff. We will shift several aspects of digital communications to Ali who is giving 10 hours to diocesan communications. As we explore her skill set, we hope to make communications 10-20 hours in the coming program year. o We will produce two expanded issues of ABUNDANT Times in 2019 as we evaluate, concurrently, a move to an exclusively digital publication. o We will convert “The Bishop and The Rabbi,” a video series for preachers, into our first diocesan podcast. o We hope to see a more specialized targeting of information to specific cohorts within our parish leadership. Subscription options will be reevaluated based on platform changes at Constant Contact. o We hope to increase our coverage by external media – especially for the public witness of prayer and advocacy. o We will evaluate the efficacy of diocesan FB groups & pages with a focus on intentional digital community.

Most importantly, and in every aspect of this ministry, I hope to follow where the Spirit is leading our congregations and our bishop. There is only one story to be told – the good news of God’s love for us in Christ. It continues to be my privilege to serve in support of that mission.

Respectfully submitted, The Rev. Vicki Ix Communications Director | Missioner

Report to 117th Convention from your Stewardship Missioners Canons Pam Mott and Steve Abdow

Canons Mott and Abdow continue to share responsibility for Stewardship Formation and Planned Giving. Stewardship and Planned Giving are worked into many of our engagements with parishes in the areas of congregational and leadership development. A planned diocesan- wide stewardship event featuring outstanding speakers with a national reputation was rescheduled to Parish Leadership Day on March 2, 2019. This will allow us to bring an excellent formation opportunity to one of our two biggest Diocesan-wide events. A planned giving mailing will go out to our biggest mailing list in the first half of 2019. Building Bridges Diocesan Convention Report, 2017

The Building Bridges Veterans Project continues to expand in its service to United States military veterans in the Diocese of Western Massachusetts. In response to Bishop Fisher’s call to address the needs of both returning veterans and veterans from as far back as World War II, Building Bridges has grown from one to five sites in three years, creating communities of mutual support and Christian welcome. What began as a single weekly veteran luncheon three and a half years ago has become a vibrant network -- to date having served approximately 21,000 meals. These five communities are more than occasions to break bread together. Beyond helping to overcome the isolation that frequently follows military service, the sites host critical veterans’ service agencies that enable veterans to learn about available, often unexploited resources. Several sites present forums for learning about pressing veterans’ issues such as PTSD and homelessness, as well as ways veterans can take advantage of opportunities to be more active in their surrounding communities. Building Bridges is comprised of five local communities. Meeting weekly for lunch at the World War II Club in Northampton, the Elks Club in Greenfield, and our newest site at the Elks Club in Chicopee, Building Bridges also holds monthly lunches at the Church of the Good Shepherd and Grace Lutheran Churches in West Springfield, and the Polish American Club in South Deerfield. Under its own auspices, there is also a weekly lunch held at Saint Paul’s Church in Holyoke. The need for Building Bridges is evident in its numerical success On average, the Northampton community hosts between fifty and sixty veterans each week; the Greenfield site, between eighty and ninety; the emerging Chicopee site, approximately thirty-five; while the monthly West Springfield site is averaging fifty veterans, and the South Deerfield site, more than thirty. A growing edge for Building Bridges is the development of a sustainable model which can be reproduced in any location. With more than 10,000 veterans’ meals served annually, Associate Director Chad Wright has effectively undertaken responsibility in seeking both monetary and in-kind donations, which has allowed Building Bridges to produce hot meals at an average cost of $1.80 per meal. To date, Building Bridges has received $20,020 in monetary donations; $21,450 in in-kind donations; $25,100 in space/rental hall consideration; and $16,500 in donated radio advertising, for a grand total of $83,070. For more information on the Building Bridges Veterans Project you may contact me through the Building Bridges website: www.buildingbridgeswma.com, or at: [email protected].

Respectfully Submitted, The Rev. Christopher Carlisle, Director The Building Bridges Veterans Project, Episcopal Diocese of Western Massachusetts

Report of the Bement/Waterfield Educational Grants Committee

Because of the generosity of Mary Bement, and Helen and William Waterfield, Jr., we are able to award Educational Grants to our college bound scholars for the school year 2018-2019. This year we awarded $42,500 in grants to 27 applicants. The awards are based on three criterion. 1. The Christian life of the applicant and the potential for their developing in personal growth, church and community. How do they see themselves developing in their faith and the place of faith in their life? 2. How does their education reflect the faith God has given them? 3. The extent of financial need. When the applications are received at the Diocesan Office, then each Committee member receives a packet of a certain number of the applicants. The members review the applications and set up interviews. The Committee then met once in May to review the applicants and grant the awards. The Committee met for their annual policy meeting after the grants were awarded to discuss what went well and what needs to be changed. We are going to create a new Clergy Reference form for next year. We are delighted to add a new members to the Committee this year. She is the Karis Post. Welcome aboard! You are a great addition. Jean Ryan and I are grateful for the support and encouragement that the Committee has given us this year. The Committee looks forward to another rewarding year with the fantastic young scholars in our Diocese. It is with sadness that Sally Allen has had to resign from the committee because she and her husband are moving to Florida. We wish them many blessings and God speed.

Respectfully Submitted, Sally B. Allen and Jean B. Ryan Co-chairs Laura Caswell Bob & Kathy Glista Cathy Goodwin, The Reverend Noreen Suriner Deacon Linda Taupier Karis Post

REPORT OF THE ECUMENCIAL AND INTERRELIGIOUS OFFICER

In 2003, shortly after returning to full time parish ministry following several years in academia, Bp. Gordon Scruton invited me to serve as the diocesan representative to the Massachusetts Council of Churches Board of Directors. Then, the MCC Board meetings were held late in the afternoon and into the early evening and always in Framingham. Since I was serving near the eastern edge of the diocese, the Bishop considered me an ideal fit. I gladly accepted the invitation not only because of the logistics but because of my interest and commitment to ecumenism. Not terribly long after this, Bp Scruton extended another invitation to serve as the Ecumenical and Interreligious Officer of the diocese. It has been a rich and rewarding experience. One of the benefits of such a long tenure is the ability to see the growth and change of ecumenism and interreligious conversation more clearly. As a member of the Board of Directors and, in recent years, as a member of the Advisory Board of the Massachusetts Council of Churches, I have had the opportunity to serve under three Executive Directors, each of whom has made outstanding contributions to ecumenical and interreligious relations in the Commonwealth. As the EDEIO for this diocese, I have witnessed a tremendous growth in the communication and cooperative activity between the different churches and spiritual communities in every corridor of Western Massachusetts; the growth in dialogue between a variety of Christian churches in our region and throughout the country; and a deepening spirit of understanding and respect between Christians and the members of other religious faiths. The work of the Ecumenical and Interreligious Officer is not confined to the Diocese or even the state, but engages ecumenical and interreligious work throughout the nation and the world. I have been privileged to serve two terms as the Province I Coordinator for ecumenical and interreligious work in the Episcopal Church and to work with ecumenical officers, not only in our own Church but with a long list of denominational groups. Most notably in recent years, we have worked closely with the ecumenical and religious officers of the Evangelical Lutheran Church in America and the United Methodist Church. My life and my faith have been greatly enriched and blessed by this work and I am truly grateful to Bishop Scruton who invited me to this service and to Bishop Fisher who has provided a great deal of encouragement and support for this work in these past several years. As I step down as the EDEIO for Western Massachusetts and from full time employment as a parish priest, I pray for the continued growth of ecumenical and interreligious work in the diocese, in the Commonwealth and in the world in order that Jesus’ prayer that “All might be One” may be fulfilled. Serving as the Ecumenical and Interreligious Officer of this Diocese has been one of the most rewarding experiences in my years as a priest of the Church. I am deeply grateful. It has been a pleasure and a privilege.

Respectfully Submitted,

The Rev. Dr. William C. Bergmann

Board of Examining Chaplains: Report to Diocesan Convention 2018

The Board of Examining Chaplains (BEC) works in partnership with the Commission on Ministry (COM) to support candidates for ordination to both the diaconate and priesthood in their formation and to ensure that the academic and intellectual requirements and competencies specified in the Canons as required for ordination are met. The work of the BEC involves working with those in the formation process, both advising and tracking their academic progress. As each candidate is making final application for ordination, the BEC offers its certification to the COM, Standing Committee, and Bishop that the individual has met the academic criteria for ordination. Candidates for the diaconate are required by the canons to demonstrate proficiency in five areas: Academic studies including Holy Scriptures, theology, and the tradition of the Church; Diakonia and the diaconate; Human awareness and understanding; Spiritual development and discipline; and Practical training and experience. Candidates are invited to demonstrate their proficiencies through preparation of Learning Portfolios, compiled over the course of their formation, which they present to members of the BEC and COM. Candidates for the priesthood are required by the canons to demonstrate competency in seven areas: Holy Scripture, History of the Christian Church, Christian Theology, Christian Ethics and Moral Theology, Christian worship according to the Book of Common Prayer, the Hymnal and additional Texts authorized for use by the Episcopal Church, and the Practice of Ministry in Contemporary Society. The Episcopal Church administers the General Ordination Examination each January to individuals nominated by their Bishops, who have completed or who are nearing completion of their academic studies. The BEC utilizes the GOE exams in conjunction with the academic records of candidates to certify candidates’ competencies. The 2018 year has been quiet for the BEC in that we did not have any candidates requiring certification for ordination, and so we were able to invest energy into the way in which we provide support to candidates involved in diaconal formation through the Province I School for Deacons. Our first “class” preparing Learning Portfolios (in Spring 2016) helped us to understand the need for greater assistance with the process of Portfolio Development, and so in 2017-8 a subcommittee from the BEC has served as Advisors to individual candidates in Deacon School, reading and providing feedback on materials they were developing for their Portfolios. The ministry of the BEC is important for the Diocese as part of the process of raising up persons to serve in the ministry, and so it is a privilege for all of us who serve on the committee. I am grateful for the diligent and faithful work of BEC members in the past year. Serving on the Board in 2017-8 were Rev. Jesse Abell, Rev. Hilary Bogert-Winkler , Dr. Tamson Jones Farmer Dr. Richard Kimball, and Rev. Barbara Thrall.

Respectfully submitted, Rev. Dr. Molly Scherm

The Order of the Daughters of the King®

We are an International Sisterhood of women who take vows of Prayer, Service and Evangelism. There are approximately 24,000 DOK across the United States and over 6000 around the world. Here in Province I, there are approximately 154 Daughters. In the Diocese of WMA, we have four chapters of The Order with a total of 28 Daughters plus 6 Daughters at Large (who lack a chapter due to moving or having their chapter close.) This coming year we are praying that we will be able to begin more chapters.

During the coming months, we plan to contact clergy who have expressed an interest in having a DOK chapter. We would be happy to speak with any women at any parish who wish to deepen their faith and their spiritual growth. Please contact: Mariana Bauman (413) 627-1945 Phyllis Larson (413) 786-9292

2017 - 2018

A Fall Assembly was held at St. Mark’s, East Longmeadow on November 4, 2018. The topic was Change: Stepping Out With Faith and Courage. We had 17 attendees including three from The Episcopal Church in CT. As a Service Project, everyone was asked to bring socks for either men or women. We collected and donated 83 pairs of socks to the Springfield Rescue Mission.

Several DOK from WMA participated in the Province I Annual Retreat at the Genesis Spiritual Life and Conference Center in Westfield, MA. Held March 16- 17, 2018, the theme was Christian Community: Living With and In Christ. Our 19 attendees came from four different Dioceses in Province I.

June brought our DOK Triennial 2018 to Austin, Texas, June 20-14. We had eight DOK attending from Province I, including three from WMA. It was a joyous, Holy Spirit filled time with 800 DOK attending, including 70 Jr. Daughters and 25 International DOK. We had members of Bishop Curry’s Evangelism Team leading us, Walking His Way (our Triennial theme.)

On August 5, 2018, we welcomed a new Daughter into our Order! Robin Yates began her spiritual journey as a Daughter in the Mary and Martha Chapter, Holy Trinity Church in Southbridge, MA.

October 5-6, 2018, we will have our first Province I Retreat with our new Province President, Monica Burden from the Diocese of MA. Our theme is Speaking of God: StorySharing and Listening Out Loud.

Please view our National DOK website for more information: doknational.org

Girls’ Friendly Society of Western Massachusetts St. Peter’s Branch “Bear ye one another’s burdens, and so fulfill the law of Christ…”

Girls’ Friendly Society (GFS) provides ministry to girls in a safe and accepting environment where Christ’s love is evident. GFS-USA is a community within the Episcopal Church and a member of the World Council of GFS.

Through local GFS branches, the GFS-USA Month of Service, and GFS World Projects, we strive to respond to human need by serving others and seek to transform unjust structures of society, particularly for women and children

GFS USA meets every three years in a National Assembly to renew friendships, share experiences, and complete business of the national board. Each member diocese has one vote. The next one is scheduled for 2019 in Philadelphia which will be hosted by the Pennsylvania Diocese.

GFS World Council is held every three years, with over 20 countries in attendance. The Council in 2017 was held in Australia. The 23rd GFS World Council will be held in South Africa, tentatively from July 9 to July 19, 2020 and the 24th World Council will be held in the U.S.A in 2023.

St. Peter’s is the only active branch in Western Massachusetts. Currently we have 11 sponsors and advisors at our branch and we meet two Saturdays a month during the school year (September – June). We have approximately 14 girls in our branch.

Some of our yearly branch activities include collecting school supplies for distribution to a local elementary school, the mitten tree(collection of winter outerwear items that is donated to the homeless), visiting the sick and shut in , participating in CropWalk and more .

Donna Christian WMASS President [email protected]

CREATION CARE IN OUR CONGREGATIONS: LIVING LIGHTLY ON GOD’S GOOD EARTH

Submitted to the Episcopal Diocese of Western Massachusetts, 117thth Convention, 2018

Sponsored by: The Diocesan Deputation to the 79th General Convention of the Episcopal Church

Resolved, that the 117th Convention of the Episcopal Diocese of Western Massachusetts reaffirm our commitment to creation care as expressed in the resolution from the 116th Convention entitled “We are Still In: A Resolution to Fight Climate Change” (see Resource A below); and be it further Resolved, that the 117th Convention of the Episcopal Diocese of Western Massachusetts applaud and actively support Resolution A018, passed by both houses of the 79th General Convention, affirming that “as individuals and communities of faith, The Episcopal Church set an example, in the spirit of the Paris Climate Accord, by making intentional decisions about living lightly and gently on God’s good earth, for example, through energy conservation, renewable energy, sustainable food practices and gardening; and be it further Resolved, That dioceses, communities of faith and individuals committing to the Paris Climate Accord consider reporting on their commitments, actions and successes to the Executive Council” (see Resource B below); and be it further Resolved, that the 117th Convention of the Episcopal Diocese of Western Massachusetts call on all parishes in the Diocese to be faithful stewards of our fragile planet by taking the following concrete steps before the 118thth Diocesan Convention: 1) Create a Green Team, beginning by naming one or more individuals to serve as liaison with our diocese’s Missioner for Creation Care in order to help the parish strengthen energy conservation and efficiency and encourage public advocacy around environmental issues (see Resource C below); 2) Undertake an energy audit for all parish buildings in order to reduce the parish’s carbon footprint, keeping in mind that grants are available from the Diocese to offset half the cost of the audit (see Resource D below); 3) Report back to the sponsors of this resolution before the 118th Diocesan Convention on steps taken and progress made on Steps #1 and #2. Congregations should report progress and accomplishments to the following members of the G.C. Deputation: In the Berkshire Corridor: John Cheek ([email protected]) In the Valley Corridor: Maggie Sweeney ([email protected]) In the Worcester Corridor: Mac Murray ([email protected]) Explanation: The resolution “We are Still In,” passed at our 116th Diocesan Convention, made it clear that climate science is unambiguous: climate change is real and largely caused by human activities. Its effects are manifest in the accelerating severity and frequency of extreme weather events around the world, which disproportionally affect the poor. Almost all scientists agree that we must stabilize the global mean temperature increase to 2º Celsius to avoid catastrophe by instituting significant reductions in global levels of carbon emissions. In the year since our 116th Diocesan Convention, the climate situation has only become more dire. This year is on pace to be among the fourth hottest years on record. The other three were 2015, 2016, and 2017. Yet meanwhile our national leaders are systematically gutting the climate protections, regulations, and treaties that sought to ensure a stable climate and habitable world. It is up to individual citizens and grassroots communities to take up the challenge. The 79th General Convention passed thirteen resolutions on the topic of creation care, urging Episcopalians to take many bold actions to protect our Earth, including planting trees, using carbon offsets for church-related travel, advocating for climate treaties at the U.N., investing in clean and renewable energy, and phasing out the use of bottled water. The idea of submitting a resolution to Diocesan Convention around creation care was inspired by a Joint Session of General Convention at which deputies and bishops were invited to brainstorm ways that we could bring this issue home. Resources Resource A: We Are Still In: A Resolution to Fight Climate Change

Submitted to the Episcopal Diocese of Western Massachusetts, 116th Convention, 2017 Sponsored by: The Social Justice Commission and the Missioner for Creation Care Resolved, that the 116th Convention of the Episcopal Diocese of Western Massachusetts affirms the leadership of Presiding Bishop and Primate of The Episcopal Church, The Most Reverend Michael Curry, in his June 1, 2017, response to President Trump’s decision to pull out of the 2015 Paris Climate Accord; and be it further Resolved, that the 116th Convention of the Episcopal Diocese of Western Massachusetts praises the “We Are Still In” declaration, in which hundreds of signatories pledge support of the goals of the Paris Climate Accord; and be it further Resolved, that the 116th Convention of the Episcopal Diocese of Western Massachusetts joins with the United Church of Christ in living out the principles of the Paris Climate Accord by committing our time, financial resources, and prayers to:

• call on our congregations and every person of faith to set a moral example by making decisions of integrity in our energy choices and holding our leaders accountable to likewise reduce carbon emissions;

• call on our clergy and lay leaders to speak from the pulpit about our moral obligation to protect God’s creation; and

• call on our communities of faith to be bold and courageous in proclaiming the urgency of the climate crisis in the public square and at the local, state, and federal levels. Explanation: The scientific evidence continues to be overwhelming that climate change is real and caused by humans. Its effects are already manifest in the severity and frequency of extreme weather events around the world, which disproportionally affect the poor. Almost all scientists agree that, in order to avoid catastrophe, we must stabilize the global mean temperature increase to 2º Celsius by instituting significant reductions in global levels of carbon emissions. In his June 1 statement, The Most Reverend Michael Curry calls on the Episcopal Church to continue to take bold action to address the climate crisis, reminding us that we are all trustees and stewards of God’s good creation.1 The Diocese of Western Massachusetts has been a leader within the Episcopal Church in its urging Church Pension Fund, the Investment Committee of the Executive Council, and the Episcopal Church Foundation to divest financial resources from fossil fuel companies and to re- invest in carbon-free sources of energy. The diocese passed such a resolution at its 113th Convention, “Eliminating Fossil Fuel Holdings and Investing in Clean Energy.” The Trustees of the Diocese of Western Massachusetts also voted in 2014 to align their investments more closely with their faith and values by reducing their exposure to fossil fuels and to invest in renewable energy projects as objectives for the portfolio going forward.

The Diocese of Western Massachusetts has also taken leadership in the Episcopal Church by creating in 2014 a diocesan-level position, Missioner for Creation Care, a position that has since become ecumenical. Starting in 2014 the diocese began observing an annual Season of Creation (October 4, the Feast of St. Francis, through the end of November), which encourages preaching and prayer, sacrificial acts of generosity, and bold public witness to strengthen our Christian response to the cry of the earth and the cry of the poor. Annually, the Creation Season webpage provides resources to ACT, ADVOCATE, LEARN, and PRAY. These resources include tools for implementing this resolution.

So far, the “We Are Still In”2 declaration in support of the Paris Accord has been signed by the mayors of more than 200 American cities, governors of numerous states, leaders of hundreds of American companies, and many university presidents. They pledge to “pursue ambitious climate goals, working together to take forceful action and to ensure that the US remains a global leader in reducing emissions.” On June 2, 2017, Bishop Doug Fisher of the Diocese of Western Massachusetts, the Rev. Dr. Jim Antal (Conference Minister and President, United Church of Christ in Massachusetts), and the Rev. Dr. Margaret Bullitt-Jonas (Missioner for Creation Care, Diocese of Western Massachusetts and Massachusetts Conference, United Church of Christ) also condemned President Donald Trump's decision to abandon the Paris Climate Accords by signing a statement, “An Opportunity for which the Church Was Born.” This ecumenical statement, which was also passed by the national leadership of the United

1 Genesis 1:26-31 2 www.WeAreStillIn.org Church of Christ, affirms, “Our Judeo-Christian heritage teaches that the Earth and its web of life are precious in God’s sight, that the Earth belongs not to us but to God, and that we are entrusted with loving the Earth as God loves it.3 As followers of Jesus, we are committed to God’s mission of reconciling people with each other and with the whole of creation.” The statement declared, “[The President’s] decision is scientifically, economically, medically, politically and morally wrong. With heartache we recognize the devastating toll of suffering that will be exacted by this Administration’s refusal to address the climate crisis. We are appalled by the Administration’s unwillingness to join with other nations in protecting and stabilizing the atmosphere upon which our species – and so many other forms of life – depend.” We fully concur. We must, therefore, in the three-fold challenge of the document, “An Opportunity for Which the Church Was Born,” and of the analogous statement from the United Church of Christ, “accept the mantle of moral leadership,” strive to “incarnate change,” and “proclaim the truth [of climate change] in the public square.” The alternative is devastating to contemplate.

Resource B: A018 Episcopalians Participating in Paris Climate Agreement

Resolved, the House of Deputies concurring, That the 79th General Convention recognize that there is an important shift toward renewable energy which will help protect God's good creation. Supporting this shift is part of the Church's call to being part of The Jesus Movement in the world; and be it further

Resolved, That climate change be recognized as a human-made threat to all God's people, creatures and the entire created order, while particularly placing unjust and inequitable burdens and stresses on native peoples, those displaced by environmental change, poor communities and people of color; and be it further

Resolved, That the 79th General Convention adopt the House of Bishops’ 2011 Pastoral Teaching on the Environment commitment as the official position of the church; and be it further

Resolved, That through our ongoing role as observers at the United Nations, we will continue to fully and completely "advocate for a fair, ambitious, and binding climate treaty,” and participate in future meetings of the Conference of Parties to the United Nations Framework Convention on Climate Change as an active, faithful and engaged voice for all of God's good earth; and be it further

Resolved, That as individuals and communities of faith, The Episcopal Church set an example, in the spirit of the Paris Climate Accord, by making intentional decisions about living lightly and gently on God’s good earth, for example, through energy conservation, renewable energy, sustainable food practices and gardening; and be it further

3 Genesis 1-2:3, Psalm 24, and Genesis 2:15 Resolved, That dioceses, communities of faith and individuals committing to the Paris Climate Accord consider reporting on their commitments, actions and successes to the Executive Council.

Resource C: http://revivingcreation.org/how-to-start-a-green-team-at-your-church/

Resource D: Energy Audit Grants

The Diocesan Council has approved funding for a program to subsidize the cost of energy audits for your congregation. Grants are now available to pay for half of the cost of an energy audit for any of our churches. If you are interested in having an energy audit done on your buildings, send an email to Canon Steve Abdow ([email protected]) or reach him by phone at (413) 737-4786, ext. 121.

Report to Diocesan Convention: Intake Officer

The Intake Officer of the Diocese is part of the Safe Church system, helping to, in the words of our Safe Church Policy, “make our Church a safe place: safe for those who worship, safe for those who minister, safe for those who come in need, safe for children, and safe for all who seek or serve Christ.“ The Intake Officer receives concerns relating to suspected misconduct under our Safe Church Policy as well as any matter involving clergy misconduct. In receiving concerns, it is the Intake Officer’s responsibility to listen respectfully, offer pastoral care and response, and ensure that appropriate processes for accountability are followed.

My work most frequently involves consultation with both laypersons and clergy who are aware of or find themselves involved in situations that make them uncomfortable and which in some way don’t “feel right” because of the behavior of another member of the Church. Some concerns simply require conversation processing and clarifying the individual’s own options for resolving a situation, and other more complex cases require involving other persons or systems to re-establish safety for those involved.

As Intake Officer I work closely with Rev. Tanya Wallace, Safe Church Officer for the Diocese, as well as with other Intake Officers from Province I.

Molly Scherm

Intake Officer

SECTION II

FINANCIAL AND STATISTICAL REPORTS

Notes on the 2017 Year End Income Statement of the Administrative Offices of the Diocese of Western MA

Revenues • Revenues are up $54,000 over projection. • ASSESSMENT FOR COMMON MINISTRY- As is our custom, 100% of the agreed upon assessments for 2017 were paid in full by the congregation of our Diocese. Assessment income was $2600 under budget. • Trustee’s distribution was up $27K. • Program Income from the grant for Walking Together in Worcester was $20K higher than forecast. The income is drawn from the grant so to cover all expenses, so this extra income does not have an impact on the surplus/deficit amount. • Other program income goals were not met so the surplus on that line was $17K. • Under Other Income, we failed to budget $6K of income from the Trustees for administrative assistance. And there was $6K additional income from fundraising efforts of Building Bridges

Mission with the Larger Church/World • This category is over budget by $23.4K. • $17K of that is due to the extra expenses, referred to above, incurred by Walking Together. Those expenses are offset by additional draws on the grant. • $5000 of the spending over budget was for Building Bridges, but the extra spending there was offset by $6K in donations that came in over and above what had been budgeted. • We also incurred $2500 expense to fund our Anglican Communion Partnership. This had not been budgeted but was necessary to incur.

Mission with Congregations • In total, this area of the budget is $35,000 under projection. • $22K of that was in Christian Formation spending. We have money designated for CF that we aren’t utilizing at the moment. • $7000 of the surplus is from a grant budget that wasn’t fully expended.

Leadership Development and Clergy Support • This area of the budget is under projection by $59,000. • Retiree benefits are under budget by $31K. Events which we couldn’t predict led to a reduction in our costs in this area. • Seminarian assistance was under budget by $17,000 out of $25,000 because there is only one seminarian currently. • There’s $4500 in clergy sabbatical and continuing ed grants that has not been used. • Personnel expenses are $6800 under budget because a position that is charged to this area of the budget was reduced after the budget was approved. .

Episcopal Oversight • This area of the budget is under projection by $7000. • While operational expenses are over budget by $11K (small amounts across the category), personnel expenses are $17,000 under budget because of a personnel change in the office of the bishop’s executive assistant.

Administration and Finance • This area of the budget is over by $23,000. $14,000 of that excess spending was on miscellaneous computer equipment that we decided to expense rather than depreciate since we were showing a large surplus. • We incurred an extra $2000 in audit expense because of extra work the accountants needed to do. • We commissioned a consultant to do a salary range survey for clergy and lay employees of the diocese which cost an unexpected $3500. • We’ve had to go to our line of credit more than planned and spent $5400 more than the $1200 budgeted for interest expense for the year. The thinking is to leave the money invested with the Trustees at a high rate of return and borrow against our line of credit at a relatively low interest rate to handle cash flow needs.

Agency Function • Expenses for the year were right on budget.

Surplus/Deficit We are showing a surplus of $108,000 for the year against a budgeted deficit of a few thousand dollars. The variances have been explained in the sections above. Income from investments accounts for $27,000 of the surplus. Retiree expenses were $31K less than expected. That’s half of the surplus right there. I recommend that Council move any surplus to the Rainy Day Reserve fund, as has been our practice for the past five years. The Episcopal Diocese of Western Massachusetts Unaudited Activity Statement - Diocesan Ops w/o Audit Aje's 2017 Summary Statement as of December 31, 2017

01 - Operations Unrestricted

1st Qtr 2nd Qtr 3rd Qtr 4th Qtr YTD Actual 2017 Budget Variance YTD 2017 Annual REVENUES 2017 2017 2017 2017 as of 12/31/2017 as of 12/31/2017 to Budget YTD Budget

Assessment for Common Ministry $278,964 $278,067 $277,818 $274,196 $1,109,045 $1,111,633 ($2,588) $1,111,633

Use of Investment - actual distribution received at end of qtr $342,058 $345,843 $351,022 $350,356 $1,389,278 $1,362,106 $27,172 $1,362,106

Other Investment Income $0 $0 $0 $0 $0 $0 $0 $0

Program Income $24,986 $25,099 $10,847 $43,771 $104,703 $87,695 $17,008 $87,695

Other Income and Gifts $26,308 $13,346 $19,563 $19,247 $78,464 $66,475 $11,989 $66,475

Interest Income $194 $97 $87 $152 $529 $0 $529 $0

TOTAL REVENUES $672,510 $662,452 $659,336 $687,722 $2,682,019 $2,627,909 $54,110 $2,627,909

**based on 1/12th Annual Budget for Distribution $0 $0 $0 $0 $0 $672,510 $662,452 $659,336 $687,722 $2,682,019 $2,627,909 $54,110 $2,627,909

EXPENSES

WIDER CHURCH - Mission With The Larger Church $158,716 $146,725 $148,943 $161,199 $615,584 $592,174 $23,410 $592,174

CONGREGATIONAL DEVELOPMENT: Mission with Congregations $138,535 $100,900 $144,297 $87,725 $471,457 $506,227 ($34,770) $506,227

LEADERSHIP DEVELOPMENT & CLERGY SUPPORT $92,833 $85,891 $74,499 $75,000 $328,223 $387,010 ($58,787) $387,010

EPISCOPAL OVERSIGHT: Mission and Ministry of the Bishop $124,163 $126,184 $122,383 $137,875 $510,604 $517,578 ($6,974) $517,578

ADMINISTRATION & FINANCE: Support of Diocesan Operations $111,797 $132,818 $106,039 $125,817 $476,471 $453,147 $23,324 $453,147

DIOCESAN AGENCY: Agency functions provided to Congregations $45,072 $42,447 $44,022 $44,091 $175,631 $175,496 $135 $175,496

TOTAL EXPENSES $671,115 $634,965 $640,184 $631,707 $2,577,970 $2,631,632 ($53,662) $2,631,632

NET SURPLUS/(DEFICIT) $1,395 $27,487 $19,152 $56,015 $104,049 ($3,723) $107,772 ($3,723)

4/3/2018 O:\My Documents\B & FP\B & FP 2017-18\April 5, 2018 meeting\YTD 2017 Summary Inc Stmt FINALYTD DEC2017 IncStmt FINAL 4/3/2018 10:04:20 AM The Episcopal Diocese of Western Massachusetts Unaudited Activity Statement - Diocesan Ops w/o Audit Aje's YTD DEC 2017 LEVEL 3 (Ops-Agency only) Steve Summary VCO

YTD Actual 2017 Budget Variance YTD 1st QTR 2nd QTR 3rd QTR 4TH QTR as of 12/31/2017 as of 12/31/2017 to Budget YTD 01 - Operations Unrestricted

REVENUES

Assessment for Common Ministry

01-4000-99 Common Ministry - Parishes and Missions

999 - Default $278,964.00 $278,067.00 $277,818.00 $274,196.00 $1,109,045.00 $1,111,633.00 ($2,588.00)

Total Assessment for Common Ministry $278,964.00 $278,067.00 $277,818.00 $274,196.00 $1,109,045.00 $1,111,633.00 ($2,588.00)

Use of Investment - Trustees

01-5100-99 Use of Investment - Spending Rule

999 - Default $341,557.84 $345,842.70 $351,021.66 $350,356.09 $1,388,778.29 $1,362,106.00 $26,672.29

01-5200-30 Use of Investment - Additional Draw

323 - Ministry with Girls $500.00 $0.00 $0.00 $0.00 $500.00 $0.00 $500.00

Total Use of Investment - Trustees $342,057.84 $345,842.70 $351,021.66 $350,356.09 $1,389,278.29 $1,362,106.00 $27,172.29

Program Income

01-4500-20 Program Income

201 - Diocesan Convention $0.00 $0.00 $35.00 $6,905.00 $6,940.00 $8,000.00 ($1,060.00)

203 - Special Clergy Gatherings $0.00 $0.00 $20.00 $0.00 $20.00 $0.00 $20.00

225 - Special Diocesan Events $0.00 $0.00 $4,557.96 ($4,440.96) $117.00 $0.00 $117.00

227 - Social Justice $0.00 $200.00 $0.00 $0.00 $200.00 $0.00 $200.00

270 - Communications $0.00 $0.00 $0.00 $50.00 $50.00 $0.00 $50.00

01-4500-30 Program Income

315 - Youth Ministry $0.00 $800.00 $0.00 $1,516.00 $2,316.00 $6,000.00 ($3,684.00)

324 - Christian Formation Missione $0.00 $0.00 $700.00 $100.00 $800.00 $0.00 $800.00

01-4500-40 Program Income

103 - Parish Leadership Developmen $3,345.00 ($30.00) $0.00 $15.00 $3,330.00 $3,000.00 $330.00

124 - Clergy Conferences $4,379.62 $3,149.24 $0.00 $0.00 $7,528.86 $6,200.00 $1,328.86

126 - Safe Church ($40.00) $1,155.00 $125.00 $905.00 $2,145.00 $3,600.00 ($1,455.00)

01-4500-50 Program Income

059 - Walking Together Ministry $17,301.65 $19,825.02 $5,409.04 $38,720.49 $81,256.20 $60,895.00 $20,361.20

Page 1 4/3/2018 10:04:20AM The Episcopal Diocese of Western Massachusetts Unaudited Activity Statement - Diocesan Ops w/o Audit Aje's YTD DEC 2017 LEVEL 3 (Ops-Agency only) Steve Summary VCO

YTD Actual 2017 Budget Variance YTD 1st QTR 2nd QTR 3rd QTR 4TH QTR as of 12/31/2017 as of 12/31/2017 to Budget YTD

Total Program Income $24,986.27 $25,099.26 $10,847.00 $43,770.53 $104,703.06 $87,695.00 $17,008.06

Other Income and Gifts

01-4100-99 Bequests & Estate Gifts

999 - Default $5,000.00 ($5,000.00) $0.00 $49.15 $49.15 $0.00 $49.15

01-4200-20 Other Income and Gifts

227 - Social Justice $10.00 $0.00 $0.00 $0.00 $10.00 $0.00 $10.00

01-4200-50 Other Income and Gifts

037 - Creation Care $7,500.00 $4,500.00 $4,500.00 $4,500.00 $21,000.00 $18,000.00 $3,000.00

050 - Veteran's Ministry $10,802.75 $10,040.47 $10,427.00 $10,824.00 $42,094.22 $36,000.00 $6,094.22

01-4200-99 Other Income and Gifts

999 - Default $594.99 $1,405.74 $2,235.72 $1,473.85 $5,710.30 $0.00 $5,710.30

01-4700-20 Accounting Services

235 - Archive Project $240.00 $240.00 $240.00 $240.00 $960.00 $1,275.00 ($315.00)

01-4700-30 Accounting Services

399 - CongDev Canon Personnel $1,080.00 $1,080.00 $1,080.00 $1,080.00 $4,320.00 $5,600.00 ($1,280.00)

01-4700-40 Accounting Services

199 - LeadershipDev Canon Personne $1,080.00 $1,080.00 $1,080.00 $1,080.00 $4,320.00 $5,600.00 ($1,280.00)

Total Other Income and Gifts $26,307.74 $13,346.21 $19,562.72 $19,247.00 $78,463.67 $66,475.00 $11,988.67

Interest Income

01-4300-99 Interest Income

999 - Default $193.70 $96.66 $86.52 $151.95 $528.83 $0.00 $528.83

Total Interest Income $193.70 $96.66 $86.52 $151.95 $528.83 $0.00 $528.83

TOTAL REVENUES $672,509.55 $662,451.83 $659,335.90 $687,721.57 $2,682,018.85 $2,627,909.00 $54,109.85

EXPENSES

WIDER CHURCH - Mission With The Larger Church/World

Operational Expenses

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YTD Actual 2017 Budget Variance YTD 1st QTR 2nd QTR 3rd QTR 4TH QTR as of 12/31/2017 as of 12/31/2017 to Budget YTD

001 - Nat'l Church Apportionmen $82,359.67 $82,359.72 $82,359.72 $82,372.89 $329,452.00 $329,452.00 $0.00

010 - General Convention $3,748.65 $3,748.65 $3,748.65 $3,748.65 $14,994.60 $15,000.00 ($5.40)

012 - Province of N.E. $2,437.26 $2,895.96 $2,437.26 $2,437.26 $10,207.74 $9,749.00 $458.74

020 - Ecumenical Officer $0.00 $1,929.01 $0.00 $0.00 $1,929.01 $1,750.00 $179.01

021 - Interfaith Council $350.00 $0.00 $0.00 $0.00 $350.00 $300.00 $50.00

026 - Mass Council of Churches $3,125.01 $3,125.01 $3,125.01 $3,125.01 $12,500.04 $12,500.00 $0.04

028 - Berkshire Organizing Projec $625.00 $625.00 $625.00 $625.00 $2,500.00 $2,500.00 $0.00

030 - Global Mission $15,850.56 $0.00 $0.00 $9,000.00 $24,850.56 $25,500.00 ($649.44)

033 - Anglican Communion Partner $625.11 $625.11 $625.11 $625.11 $2,500.44 $0.00 $2,500.44

035 - Millenium Development Goal $4,594.50 $4,594.50 $4,594.50 $4,594.50 $18,378.00 $18,378.00 $0.00

037 - Creation Care $8,300.03 $8,634.03 $7,841.68 $8,299.86 $33,075.60 $35,031.00 ($1,955.40)

050 - Veteran's Ministry $19,388.67 $18,343.44 $21,488.15 $26,940.02 $86,160.28 $81,119.00 $5,041.28

059 - Walking Together Ministry $17,311.61 $19,844.40 $22,098.31 $19,431.15 $78,685.47 $60,895.00 $17,790.47

Total Operational Expenses $158,716.07 $146,724.83 $148,943.39 $161,199.45 $615,583.74 $592,174.00 $23,409.74

TOTAL WIDER CHURCH - Mission with the Larger Church/World $158,716.07 $146,724.83 $148,943.39 $161,199.45 $615,583.74 $592,174.00 $23,409.74

CONGREGATIONAL DEVELOPMENT: Mission with Congregations

OPERATIONAL EXPENSES

301 - Spec. Assist. Congreg. $458.27 $674.50 $225.00 $1,332.74 $2,690.51 $5,000.00 ($2,309.49)

310 - Cathedral ofThe Beloved-Pittsfie $2,519.01 $442.69 $2,518.98 $2,519.00 $7,999.68 $0.00 $7,999.68

312 - Deanery Programs $90.00 $549.00 $55.71 $0.00 $694.71 $2,300.00 ($1,605.29)

313 - Ministry Development Initiat $31,522.00 $10,500.00 $37,953.00 $107.43 $80,082.43 $85,000.00 ($4,917.57)

314 - Bement/Waterfield Edu. Grant $19,950.00 $1,781.08 $16,390.00 $1,900.00 $40,021.08 $42,500.00 ($2,478.92)

315 - Youth Ministry $6,407.01 $5,849.01 $21,077.19 $4,652.01 $37,985.22 $34,524.00 $3,461.22

324 - Christian Formation Missione $25,842.93 $28,234.64 $16,080.75 $26,406.61 $96,564.93 $130,026.00 ($33,461.07)

TOTAL CONGREGATIONAL EXPENSES $86,789.22 $48,030.92 $94,300.63 $36,917.79 $266,038.56 $299,350.00 ($33,311.44)

PERSONNEL EXPENSES

391 - CongDev Canon Business Ex $3,294.98 $4,539.28 $1,706.92 $2,493.02 $12,034.20 $9,394.00 $2,640.20

399 - CongDev Canon Personnel $48,450.47 $48,329.97 $48,289.88 $48,313.90 $193,384.22 $197,483.00 ($4,098.78)

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YTD Actual 2017 Budget Variance YTD 1st QTR 2nd QTR 3rd QTR 4TH QTR as of 12/31/2017 as of 12/31/2017 to Budget YTD

TOTAL PERSONNEL EXPENSES $51,745.45 $52,869.25 $49,996.80 $50,806.92 $205,418.42 $206,877.00 ($1,458.58)

TOTAL CONGREGATIONAL DEV: Mission with Congregations $138,534.67 $100,900.17 $144,297.43 $87,724.71 $471,456.98 $506,227.00 ($34,770.02)

LEADERSHIP DEVELOPMENT & CLERGY SUPPORT

OPERATIONAL EXPENSES

103 - Parish Leadership Developmen $10,403.44 ($175.00) $22.94 $0.00 $10,251.38 $8,250.00 $2,001.38

110 - Clergy Children Educ. Grant $1,500.00 $375.00 $3,750.00 $750.00 $6,375.00 $7,500.00 ($1,125.00)

120 - Comm. on Ministry $3,674.37 $90.83 $1,617.36 $614.05 $5,996.61 $2,500.00 $3,496.61

121 - Seminarian Assistance $256.00 $0.00 $2,500.00 $5,500.00 $8,256.00 $25,000.00 ($16,744.00)

122 - Continuing Educ. Grants $0.00 $1,000.00 $0.00 $0.00 $1,000.00 $3,000.00 ($2,000.00)

123 - Sabbatical Grants $1,327.25 $0.00 $0.00 $0.00 $1,327.25 $4,000.00 ($2,672.75)

124 - Clergy Conferences $199.47 $17,514.27 $130.41 $1,571.29 $19,415.44 $20,900.00 ($1,484.56)

125 - Transition Ministry $2,018.70 $415.38 $1,177.23 $664.08 $4,275.39 $4,750.00 ($474.61)

126 - Safe Church $300.00 $277.85 $1,346.79 $1,263.13 $3,187.77 $4,450.00 ($1,262.23)

127 - Fresh Start Program $939.75 $520.04 $1,469.47 $976.33 $3,905.59 $3,650.00 $255.59

128 - Strategic Leadership Dvlpmn $0.00 $0.00 $0.00 $610.25 $610.25 $1,500.00 ($889.75)

129 - Education for Ministry $0.00 $125.00 $1,875.00 $125.00 $2,125.00 $2,150.00 ($25.00)

130 - Diaconate Formation $3,898.00 ($1,610.00) ($217.01) $1,412.45 $3,483.44 $4,000.00 ($516.56)

140 - Retiree Benefits $22,008.96 $22,008.96 $15,895.45 $15,174.72 $75,088.09 $106,169.00 ($31,080.91)

TOTAL OPERATIONAL EXPENSES $46,525.94 $40,542.33 $29,567.64 $28,661.30 $145,297.21 $197,819.00 ($52,521.79)

PERSONNEL EXPENSES

191 - LeadershipDev Canon Busines $2,591.91 $1,754.42 $1,376.34 $2,759.80 $8,482.47 $10,350.00 ($1,867.53)

199 - LeadershipDev Canon Personne $43,715.23 $43,594.70 $43,554.58 $43,578.64 $174,443.15 $178,841.00 ($4,397.85)

TOTAL PERSONNEL EXPENSES $46,307.14 $45,349.12 $44,930.92 $46,338.44 $182,925.62 $189,191.00 ($6,265.38)

TOTAL LEADERSHIP DEVELOPMENT & CLERGY SUPPORT $92,833.08 $85,891.45 $74,498.56 $74,999.74 $328,222.83 $387,010.00 ($58,787.17)

EPISCOPAL OVERSIGHT: Mission and Ministry of the Bishop

OPERATIONAL EXPENSES

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YTD Actual 2017 Budget Variance YTD 1st QTR 2nd QTR 3rd QTR 4TH QTR as of 12/31/2017 as of 12/31/2017 to Budget YTD

201 - Diocesan Convention $2,211.54 $2,516.40 $2,540.47 $22,937.59 $30,206.00 $29,675.00 $531.00

202 - Diocesan Council $784.28 $23.27 $0.00 $15.71 $823.26 $1,250.00 ($426.74)

203 - Special Clergy Gatherings $729.46 $1,725.51 $219.34 $1,345.68 $4,019.99 $1,300.00 $2,719.99

204 - Standing Committee $730.98 $14.50 $13.82 $0.00 $759.30 $0.00 $759.30

205 - Chancellor's Conference $3,385.86 $2,179.69 $0.00 $0.00 $5,565.55 $2,250.00 $3,315.55

206 - Title IV $18.19 $262.50 $843.14 $35.66 $1,159.49 $2,000.00 ($840.51)

220 - Stewardship $3,839.12 $3,348.13 $248.00 $152.87 $7,588.12 $7,800.00 ($211.88)

225 - Special Diocesan Events $223.47 $0.00 $0.00 $6,071.92 $6,295.39 $0.00 $6,295.39

227 - Social Justice $287.00 $422.37 $200.00 $0.00 $909.37 $2,500.00 ($1,590.63)

235 - Archive Project $1,594.73 $1,667.96 $1,561.13 $1,646.57 $6,470.39 $7,919.00 ($1,448.61)

255 - House of Bishops $2,489.72 $468.60 $2,749.53 $0.00 $5,707.85 $0.00 $5,707.85

270 - Communications $27,920.79 $30,249.58 $28,789.21 $23,146.50 $110,106.08 $112,468.00 ($2,361.92)

275 - Bishop Wanderings $700.00 $182.04 $472.95 $0.00 $1,354.99 $3,000.00 ($1,645.01)

TOTAL OPERATIONAL EXPENSES $44,915.14 $43,060.55 $37,637.59 $55,352.50 $180,965.78 $170,162.00 $10,803.78

PERSONNEL EXPENSES

291 - Bishop Business Expenses $9,532.10 $11,259.30 $12,175.80 $9,798.52 $42,765.72 $28,660.00 $14,105.72

299 - Bishop Personnel Expenses $69,715.44 $71,863.71 $72,569.82 $72,723.48 $286,872.45 $318,756.00 ($31,883.55)

TOTAL PERSONNEL EXPENSES $79,247.54 $83,123.01 $84,745.62 $82,522.00 $329,638.17 $347,416.00 ($17,777.83)

TOTAL EPISCOPAL OVERSIGHT: Mission & Ministry of the Bishop $124,162.68 $126,183.56 $122,383.21 $137,874.50 $510,603.95 $517,578.00 ($6,974.05)

ADMINISTRATION & FINANCE: Support of Diocesan Operations

OPERATIONAL EXPENSES

400 - General Operation Expense $9,644.26 $8,891.86 $3,254.47 $11,929.49 $33,720.08 $32,296.00 $1,424.08

420 - General Property Expenses $27,024.43 $28,957.93 $28,458.23 $34,017.99 $118,458.58 $112,170.00 $6,288.58

430 - Financial Management Expense $16,286.82 $37,472.51 $15,949.15 $18,003.30 $87,711.78 $71,600.00 $16,111.78

TOTAL OPERATIONAL EXPENSES $52,955.51 $75,322.30 $47,661.85 $63,950.78 $239,890.44 $216,066.00 $23,824.44

PERSONNEL EXPENSES

491 - Finance Business Expenses $2,530.42 $1,396.13 $1,048.26 $2,459.60 $7,434.41 $11,490.00 ($4,055.59)

499 - Finance Personnel Expense $56,311.01 $56,099.42 $57,329.30 $59,406.41 $229,146.14 $225,591.00 $3,555.14 Page 5 4/3/2018 10:04:20AM The Episcopal Diocese of Western Massachusetts Unaudited Activity Statement - Diocesan Ops w/o Audit Aje's YTD DEC 2017 LEVEL 3 (Ops-Agency only) Steve Summary VCO

YTD Actual 2017 Budget Variance YTD 1st QTR 2nd QTR 3rd QTR 4TH QTR as of 12/31/2017 as of 12/31/2017 to Budget YTD

TOTAL PERSONNEL EXPENSES $58,841.43 $57,495.55 $58,377.56 $61,866.01 $236,580.55 $237,081.00 ($500.45)

TOTAL ADMINISTRATION & FINANCE: Support of Diocesan Ops $111,796.94 $132,817.85 $106,039.41 $125,816.79 $476,470.99 $453,147.00 $23,323.99

DIOCESAN AGENCY: Agency functions provided to Congregations

OPERATIONAL EXPENSES

700 - Agency Administrative Cost $4,387.95 $2,419.40 $2,325.21 $4,737.76 $13,870.32 $12,782.00 $1,088.32

Total OPERATIONAL EXPENSES $4,387.95 $2,419.40 $2,325.21 $4,737.76 $13,870.32 $12,782.00 $1,088.32

PERSONNEL EXPENSES

791 - Agency Business Expenses $855.04 $198.90 $1,867.76 ($538.46) $2,383.24 $2,450.00 ($66.76)

799 - Agency Personnel Expenses $39,828.52 $39,828.54 $39,828.54 $39,892.13 $159,377.73 $160,264.00 ($886.27)

Total PERSONNEL EXPENSES $40,683.56 $40,027.44 $41,696.30 $39,353.67 $161,760.97 $162,714.00 ($953.03)

Total DIOCESAN AGENCY: Agency functions $45,071.51 $42,446.84 $44,021.51 $44,091.43 $175,631.29 $175,496.00 $135.29

TOTAL EXPENSES $671,114.95 $634,964.70 $640,183.51 $631,706.62 $2,577,969.78 $2,631,632.00 ($53,662.22)

NET SURPLUS/(DEFICIT)

001 - Nat'l Church Apportionment ($82,359.67) ($82,359.72) ($82,359.72) ($82,372.89) ($329,452.00) ($329,452.00) $0.00

010 - General Convention ($3,748.65) ($3,748.65) ($3,748.65) ($3,748.65) ($14,994.60) ($15,000.00) $5.40

012 - Province of N.E. ($2,437.26) ($2,895.96) ($2,437.26) ($2,437.26) ($10,207.74) ($9,749.00) ($458.74)

020 - Ecumenical Officer $0.00 ($1,929.01) $0.00 $0.00 ($1,929.01) ($1,750.00) ($179.01)

021 - Interfaith Council ($350.00) $0.00 $0.00 $0.00 ($350.00) ($300.00) ($50.00)

026 - Mass Council of Churches ($3,125.01) ($3,125.01) ($3,125.01) ($3,125.01) ($12,500.04) ($12,500.00) ($0.04)

028 - Berkshire Organizing Project ($625.00) ($625.00) ($625.00) ($625.00) ($2,500.00) ($2,500.00) $0.00

030 - Global Mission ($15,850.56) $0.00 $0.00 ($9,000.00) ($24,850.56) ($25,500.00) $649.44

033 - Anglican Communion Partners ($625.11) ($625.11) ($625.11) ($625.11) ($2,500.44) $0.00 ($2,500.44)

035 - Millenium Development Goals ($4,594.50) ($4,594.50) ($4,594.50) ($4,594.50) ($18,378.00) ($18,378.00) $0.00

037 - Creation Care ($800.03) ($4,134.03) ($3,341.68) ($3,799.86) ($12,075.60) ($17,031.00) $4,955.40

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YTD Actual 2017 Budget Variance YTD 1st QTR 2nd QTR 3rd QTR 4TH QTR as of 12/31/2017 as of 12/31/2017 to Budget YTD

050 - Veteran's Ministry ($8,585.92) ($8,302.97) ($11,061.15) ($16,116.02) ($44,066.06) ($45,119.00) $1,052.94

059 - Walking Together Ministry ($9.96) ($19.38) ($16,689.27) $19,289.34 $2,570.73 $0.00 $2,570.73

103 - Parish Leadership Development Da ($7,058.44) $145.00 ($22.94) $15.00 ($6,921.38) ($5,250.00) ($1,671.38)

110 - Clergy Children Educ. Grants ($1,500.00) ($375.00) ($3,750.00) ($750.00) ($6,375.00) ($7,500.00) $1,125.00

120 - Comm. on Ministry ($3,674.37) ($90.83) ($1,617.36) ($614.05) ($5,996.61) ($2,500.00) ($3,496.61)

121 - Seminarian Assistance ($256.00) $0.00 ($2,500.00) ($5,500.00) ($8,256.00) ($25,000.00) $16,744.00

122 - Continuing Educ. Grants $0.00 ($1,000.00) $0.00 $0.00 ($1,000.00) ($3,000.00) $2,000.00

123 - Sabbatical Grants ($1,327.25) $0.00 $0.00 $0.00 ($1,327.25) ($4,000.00) $2,672.75

124 - Clergy Conferences $4,180.15 ($14,365.03) ($130.41) ($1,571.29) ($11,886.58) ($14,700.00) $2,813.42

125 - Transition Ministry ($2,018.70) ($415.38) ($1,177.23) ($664.08) ($4,275.39) ($4,750.00) $474.61

126 - Safe Church ($340.00) $877.15 ($1,221.79) ($358.13) ($1,042.77) ($850.00) ($192.77)

127 - Fresh Start Program ($939.75) ($520.04) ($1,469.47) ($976.33) ($3,905.59) ($3,650.00) ($255.59)

128 - Strategic Leadership Dvlpmnt $0.00 $0.00 $0.00 ($610.25) ($610.25) ($1,500.00) $889.75

129 - Education for Ministry $0.00 ($125.00) ($1,875.00) ($125.00) ($2,125.00) ($2,150.00) $25.00

130 - Diaconate Formation ($3,898.00) $1,610.00 $217.01 ($1,412.45) ($3,483.44) ($4,000.00) $516.56

140 - Retiree Benefits ($22,008.96) ($22,008.96) ($15,895.45) ($15,174.72) ($75,088.09) ($106,169.00) $31,080.91

191 - LeadershipDev Canon Business Exp ($2,591.91) ($1,754.42) ($1,376.34) ($2,759.80) ($8,482.47) ($10,350.00) $1,867.53

199 - LeadershipDev Canon Personnel E ($42,635.23) ($42,514.70) ($42,474.58) ($42,498.64) ($170,123.15) ($173,241.00) $3,117.85

201 - Diocesan Convention ($2,211.54) ($2,516.40) ($2,505.47) ($16,032.59) ($23,266.00) ($21,675.00) ($1,591.00)

202 - Diocesan Council ($784.28) ($23.27) $0.00 ($15.71) ($823.26) ($1,250.00) $426.74

203 - Special Clergy Gatherings ($729.46) ($1,725.51) ($199.34) ($1,345.68) ($3,999.99) ($1,300.00) ($2,699.99)

204 - Standing Committee ($730.98) ($14.50) ($13.82) $0.00 ($759.30) $0.00 ($759.30)

205 - Chancellor's Conference ($3,385.86) ($2,179.69) $0.00 $0.00 ($5,565.55) ($2,250.00) ($3,315.55)

206 - Title IV ($18.19) ($262.50) ($843.14) ($35.66) ($1,159.49) ($2,000.00) $840.51

220 - Stewardship ($3,839.12) ($3,348.13) ($248.00) ($152.87) ($7,588.12) ($7,800.00) $211.88

225 - Special Diocesan Events ($223.47) $0.00 $4,557.96 ($10,512.88) ($6,178.39) $0.00 ($6,178.39)

227 - Social Justice ($277.00) ($222.37) ($200.00) $0.00 ($699.37) ($2,500.00) $1,800.63

235 - Archive Project ($1,354.73) ($1,427.96) ($1,321.13) ($1,406.57) ($5,510.39) ($6,644.00) $1,133.61

255 - House of Bishops ($2,489.72) ($468.60) ($2,749.53) $0.00 ($5,707.85) $0.00 ($5,707.85)

270 - Communications ($27,920.79) ($30,249.58) ($28,789.21) ($23,096.50) ($110,056.08) ($112,468.00) $2,411.92

275 - Bishop Wanderings ($700.00) ($182.04) ($472.95) $0.00 ($1,354.99) ($3,000.00) $1,645.01

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YTD Actual 2017 Budget Variance YTD 1st QTR 2nd QTR 3rd QTR 4TH QTR as of 12/31/2017 as of 12/31/2017 to Budget YTD

291 - Bishop Business Expenses ($9,532.10) ($11,259.30) ($12,175.80) ($9,798.52) ($42,765.72) ($28,660.00) ($14,105.72)

299 - Bishop Personnel Expenses ($69,715.44) ($71,863.71) ($72,569.82) ($72,723.48) ($286,872.45) ($318,756.00) $31,883.55

301 - Spec. Assist. Congreg. ($458.27) ($674.50) ($225.00) ($1,332.74) ($2,690.51) ($5,000.00) $2,309.49

310 - Cathedral ofThe Beloved-Pittsfiel ($2,519.01) ($442.69) ($2,518.98) ($2,519.00) ($7,999.68) $0.00 ($7,999.68)

312 - Deanery Programs ($90.00) ($549.00) ($55.71) $0.00 ($694.71) ($2,300.00) $1,605.29

313 - Ministry Development Initiatives ( ($31,522.00) ($10,500.00) ($37,953.00) ($107.43) ($80,082.43) ($85,000.00) $4,917.57

314 - Bement/Waterfield Edu. Grants ($19,950.00) ($1,781.08) ($16,390.00) ($1,900.00) ($40,021.08) ($42,500.00) $2,478.92

315 - Youth Ministry ($6,407.01) ($5,049.01) ($21,077.19) ($3,136.01) ($35,669.22) ($28,524.00) ($7,145.22)

323 - Ministry with Girls $500.00 $0.00 $0.00 $0.00 $500.00 $0.00 $500.00

324 - Christian Formation Missioner ($25,842.93) ($28,234.64) ($15,380.75) ($26,306.61) ($95,764.93) ($130,026.00) $34,261.07

391 - CongDev Canon Business Expense ($3,294.98) ($4,539.28) ($1,706.92) ($2,493.02) ($12,034.20) ($9,394.00) ($2,640.20)

399 - CongDev Canon Personnel Expense ($47,370.47) ($47,249.97) ($47,209.88) ($47,233.90) ($189,064.22) ($191,883.00) $2,818.78

400 - General Operation Expenses ($9,644.26) ($8,891.86) ($3,254.47) ($11,929.49) ($33,720.08) ($32,296.00) ($1,424.08)

420 - General Property Expenses ($27,024.43) ($28,957.93) ($28,458.23) ($34,017.99) ($118,458.58) ($112,170.00) ($6,288.58)

430 - Financial Management Expenses ($16,286.82) ($37,472.51) ($15,949.15) ($18,003.30) ($87,711.78) ($71,600.00) ($16,111.78)

491 - Finance Business Expenses ($2,530.42) ($1,396.13) ($1,048.26) ($2,459.60) ($7,434.41) ($11,490.00) $4,055.59

499 - Finance Personnel Expenses ($56,311.01) ($56,099.42) ($57,329.30) ($59,406.41) ($229,146.14) ($225,591.00) ($3,555.14)

700 - Agency Administrative Costs ($4,387.95) ($2,419.40) ($2,325.21) ($4,737.76) ($13,870.32) ($12,782.00) ($1,088.32)

791 - Agency Business Expenses ($855.04) ($198.90) ($1,867.76) $538.46 ($2,383.24) ($2,450.00) $66.76

799 - Agency Personnel Expenses ($39,828.52) ($39,828.54) ($39,828.54) ($39,892.13) ($159,377.73) ($160,264.00) $886.27

999 - Default $626,310.53 $620,412.10 $631,161.90 $626,227.04 $2,504,111.57 $2,473,739.00 $30,372.57

TOTAL NET SURPLUS/(DEFICIT) $1,394.60 $27,487.13 $19,152.39 $56,014.95 $104,049.07 ($3,723.00) $107,772.07

Page 8 4/3/2018 10:55:20 AM The Episcopal Diocese of Western Massachusetts Page 1 Unaudited Comparative Balance Sheet - All Funds - lvl3 as of December 31, 2017

2017 All Funds 2016 All Funds OPERATIONS AGENCY FTF EMWM 12/31/2017 12/31/2016 Difference $

Assets

Cash and Other Non-Property Assets

Cash and Cash Equivalents $495,253.94 $0.00 $0.00 $409,686.31 $904,940.25 $896,505.03 $8,435.22

Accounts Receivable - Common Ministry $5,335.00 $0.00 $0.00 $0.00 $5,335.00 $23,113.00 ($17,778.00)

Accounts Receivable, other $23,225.55 $5,779.37 $0.00 $1,231.15 $30,236.07 $21,369.92 $8,866.15

Due From/To Funds ($115,188.29) $114,548.99 $0.00 $639.30 $0.00 $0.00 $0.00

Distribution Receivable $387,400.16 $0.00 $0.00 $0.00 $387,400.16 $374,666.12 $12,734.04

Other Assets $14,798.95 $5,238.93 $0.00 $871.00 $20,908.88 $18,109.91 $2,798.97

Interest in net assets of the Trustees/Diocese of WMA $32,786,366.52 $0.00 $0.00 $0.00 $32,786,366.52 $29,892,692.06 $2,893,674.46

Bishop's Investments $230,401.40 $0.00 $0.00 $0.00 $230,401.40 $224,752.44 $5,648.96

Total Cash and Other Non-Property Assets $33,827,593.23 $125,567.29 $0.00 $412,427.76 $34,365,588.28 $31,451,208.48 $2,914,379.80

Property & Equipment used in Operations

Buildings and Improvements $125,388.29 $0.00 $0.00 $1,175,000.00 $1,300,388.29 $1,300,388.73 ($0.44)

Equipment $49,554.40 $0.00 $0.00 $0.00 $49,554.40 $39,789.40 $9,765.00

Furniture and Fixtures $22,098.88 $0.00 $0.00 $0.00 $22,098.88 $22,098.88 $0.00

Vehicle $31,155.00 $0.00 $0.00 $0.00 $31,155.00 $31,155.00 $0.00

Accumulated Depreciation ($111,025.89) $0.00 $0.00 $0.00 ($111,025.89) ($96,670.29) ($14,355.60)

Total Property & Equipment used in Operations $117,170.68 $0.00 $0.00 $1,175,000.00 $1,292,170.68 $1,296,761.72 ($4,591.04)

Property & Equipment to be disposed of by sale $0.00 $0.00 $0.00 $0.00 $0.00 $100,000.00 ($100,000.00)

Mortgage on 166 Holden Street $0.00 $0.00 $0.00 $284,030.59 $284,030.59 $295,446.03 ($11,415.44)

Total Assets $33,944,763.91 $125,567.29 $0.00 $1,871,458.35 $35,941,789.55 $33,143,416.23 $2,798,373.32

Liabilities and Net Assets

Liabilities

Accounts Payable and Accrued Expenses $25,653.76 $1,815.00 $0.00 $3,456.62 $30,925.38 $35,534.48 ($4,609.10)

Refundable Advances $30,000.00 $0.00 $0.00 $0.00 $30,000.00 $35,827.30 ($5,827.30)

Grant Reserves ($32,473.48) $0.00 $0.00 $0.00 ($32,473.48) $0.00 ($32,473.48)

Agency Obligations $0.00 $123,752.29 $0.00 $0.00 $123,752.29 $133,421.47 ($9,669.18)

Amounts Held on Behalf of Others $26,702.82 $0.00 $0.00 $0.00 $26,702.82 $31,730.14 ($5,027.32) 4/3/2018 10:55:20AM The Episcopal Diocese of Western Massachusetts Page 2 Unaudited Comparative Balance Sheet - All Funds - lvl3 as of December 31, 2017

2017 All Funds 2016 All Funds OPERATIONS AGENCY FTF EMWM 12/31/2017 12/31/2016 Difference $

Line of Credit $275,000.00 $0.00 $0.00 $0.00 $275,000.00 $0.00 $275,000.00

Retirement Benefit Obligations $107,231.20 $0.00 $0.00 $0.00 $107,231.20 $107,231.20 $0.00

Other Postretirement Benefit Obligations $1,909,182.00 $0.00 $0.00 $0.00 $1,909,182.00 $1,909,182.00 $0.00

Amounts Pd by Agent on Behalf of Resale Activity $0.00 $0.00 $0.00 ($62,819.29) ($62,819.29) $0.00 ($62,819.29)

Total Liabilities $2,341,296.30 $125,567.29 $0.00 ($59,362.67) $2,407,500.92 $2,252,926.59 $154,574.33

Net Assets

01-3000-99 Net Assets $8,839,930.08 $0.00 $0.00 $0.00 $8,839,930.08 $7,943,821.21 $896,108.87

02-3000-99 Net Assets $18,670,197.07 $0.00 $0.00 $0.00 $18,670,197.07 $16,951,276.36 $1,718,920.71

03-3000-99 Net Assets $4,093,340.46 $0.00 $0.00 $0.00 $4,093,340.46 $4,093,340.46 $0.00

06-3000-99 Net Assets $0.00 $0.00 $0.00 $1,930,821.02 $1,930,821.02 $1,902,051.61 $28,769.41

Total Net Assets $31,603,467.61 $0.00 $0.00 $1,930,821.02 $33,534,288.63 $30,890,489.64 $2,643,798.99

Total Liabilities and Net Assets $33,944,763.91 $125,567.29 $0.00 $1,871,458.35 $35,941,789.55 $33,143,416.23 $2,798,373.32

BEGINNING BALANCE WITH CURRENT YEAR ADJUSTMENTS $28,988,438.03 $0.00 $0.00 $1,902,051.61 $30,890,489.64 $30,475,797.77 $414,691.87

NET SURPLUS/(DEFICIT) $2,615,029.58 $0.00 $0.00 $28,769.41 $2,643,798.99 $414,691.87 $2,229,107.12

ENDING NET ASSETS $31,603,467.61 $0.00 $0.00 $1,930,821.02 $33,534,288.63 $30,890,489.64 $2,643,798.99

Diocese of Western Massachusetts 2018 Executive Staff Compensation Detail

The following information concerning compensation paid to the Bishop and the members of the Diocesan Executive Staff in 2018 is provided in order to provide full disclosure to the people of the Diocese.

Douglas J. Fisher, Bishop $159,414. No residence is provided to Bishop Fisher who has chosen to own his own home. A portion of Bishop Fisher’s cash compensation is considered Housing Allowance under the terms allowed by the Internal Revenue Code, Section 107.

Steven P. Abdow, Canon for Mission Resources $104,263. As a layperson, Mr. Abdow is not eligible for diocesan housing or a housing allowance.

Pamela J. Mott, Canon to the Ordinary $101,568. No residence is provided to Canon Mott who has chosen to own her own home. A portion of Canon Mott’s cash compensation is considered Housing Allowance under the terms allowed by the Internal Revenue Code, Section 107.

Richard M. Simpson, Canon to the Ordinary $101,568 No residence is provided to Canon Simpson who has chosen to own his own home. A portion of Canon Mott’s cash compensation is considered Housing Allowance under the terms allowed by the Internal Revenue Code, Section 107.

In addition to the compensation noted above, pension contributions are made for each member of the Diocesan Executive Staff in the amounts listed below. The pension contributions for Bishop Fisher, Canon Mott, and Canon Simpson are in the form of assessments paid to the Church Pension Fund to fund its defined benefit pension plan for clergy employees. The pension contributions for Canon Abdow are in the form of contributions to a defined contribution plan administered by the Church Pension Fund for lay employees. The 2018 contributions to pension are as follows:

Bishop Fisher - $30,544. Canon Abdow - $12,512. Canon Mott - $19,681. Canon Simpson - $19,681.

The Episcopal Diocese of Western Massachusetts

Memorandum

To: Delegates to the 117th Diocesan Convention From: Steven P. Abdow, Canon for Mission Resources Subject: Plan for Use of Diocesan Resources in 2019 Date: October 1, 2018

On behalf of Bishop Fisher and Diocesan Council I am pleased to present the proposed budget for 2019. On the day of Diocesan Convention I will be available to answer any questions you have about this plan. Additionally, I invite you to contact me directly with any questions or comments. I can be reached at [email protected] or 413-417- 2414.

The Bishop and Diocesan leadership have identified the following goals for the Episcopacy at this time:

 Developing and supporting transformational lay and clergy leaders  Engaging congregations in processes of honest, healthy self-assessment and renewal  Encouraging inter-diocesan, ecumenical, and interfaith partnerships in congregations and the Bishop’s office  Providing opportunities for clergy to gather for support and networking  Committing to Social Justice issues (moving from idea to ministry to a movement)  Encouraging and supporting new initiatives in ministry

Our objective is to present a budget that is aligned with our goals and mission which best utilizes our available resources. 53% of the budget is for payroll and personnel related expenses. The work of the bishop’s office is relational and highly dependent on personnel, and we feel that this ratio is appropriate to accomplish the mission.

Services provided by the Administrative Offices of the Diocese to the congregations are payroll and benefits administration, transition ministry support, Congregational development coaching and direction. The ministry of the bishop includes parish visitations, confirmations, ordinations, and representation at the house of Bishops and other communion wide work. Included in the budget is the cost of the diocese convention, clergy conferences, and diocesan wide leadership development events.

31% of the budget goes back out for outreach, to our congregations, and to support non- parochial ministries within our diocese. Attached to this document you will find detail on

the Diocese Outreach and Ministry budget for 2019 consisting of projects and programs that are outreach to our congregations, our communities, and our world.

Notes:

The categories of the budget in 2019 have been altered from last year. We added the category of Governance, which we feel more accurately describes the operation of the Bishop’s Office.

We are blessed to have the financial resources available to do our work and carry on Jesus’s mission of mercy, compassion and hope in the world.

Revenues  Revenue is projected to be just $12,000 less than 2018 at $2.713 million.  $100,000 is from the balance of the Fanning the Flames initiative.  Internal grants from Bishop’s Funds and Fanning the Flames have been eliminated.  The budget income for Walking Together and Building Bridges is eliminated as those programs will be on the budget for the Episcopal Charities entity.

Expenses  Total Expenses for 2019 are just $10,000 less than in 2018 at the same $2.7 million figure that we see on the revenue line.  We have budgeted for a 6% increase in health insurance expenses and have budgeted for salary increases in the 2-3% range.  Our single largest expense is our apportionment to TEC of $350,000.

Personnel changes  Canon for Mission Resources compensation gets split up 65/35 between the Diocesan Budget and the soon to be established charitable/fundraising entity.  FT Missioner for Latino Ministries gets paid 100% out of Diocese budget. Last year the compensation came out of FTF.  In the financial services team, one FT staff person is retiring, another is reducing their schedule to 80% of FT, and we have hired a Controller for 25 hours/week. The impact on the budget is neutral.  There are questions about the continued service of two of our PT missioners. They are in the budget for 2019, but may be transitioning out of their positions.

Highlights  MDI grant budget stays the same at $80K  Global Mission grants stay at $25K  Sustainable Development Goals stays at $20,000 (currently directed to ER&D)  $35K budgeted for Latino Ministry program expenses  Ecumenical Relations budget stays at $30K

 Strategic Leadership Development and Formation budget of $60K (for CF and for the Council Priority Project of training volunteer coaches)  Outdoor Ministries budget includes $35,000 for grants to the five communities in our network

New Fundraising Entity (under construction- to be launched in early 2019)  We realize that revenue in the form of Support for Common Ministry through annual assessments is not increasing. We have ministry start ups in several locations which are thriving and need a sustainable funding source. We made the decision to undertake a major development effort.  We engaged with a local firm for development consulting over 2018. Extensive work has been done and we are ready to move ahead with the work of having a sustainable funding strategy for our ministries in communities that are connecting with and serving vulnerable populations.  Building Bridges and Walking Together budgets move in entirety to the budget of the new fundraising entity.  35% of the Canon for Mission Resources’ compensation will come out of the new entity.  The plan is to fund the new entity in 2019 with $100,000 from Bishop’s Funds and ~$150,000 from the Strategic Ministry Reserve (the accumulated assets of closed churches). The allocation will be used to pay the entity’s expenses above what comes in through development efforts.  The entity will receive regular oversight from the Diocesan Council.  Fundraising and Grant writing start in earnest in 2019 with a goal of $100,000 the first year.

Fanning the Flames  At the end of 2018 we will have spent $800K of the $1 million.  We propose transferring $100,000 of the remaining balance to the Diocesan Budget to be used to help fund the Missioner for Latino Ministry. This position was funded out of FTF in 2018. The $100,000 transfer to the budget would be to help with the transition of adding that new, FT position.  We have obligations of $70,000 scheduled out of that FTF fund in 2019. The last $30,000 in potential distribution is up in the air at this time.

Members of Diocesan Council: The Rt. Rev. Doug Fisher, the Rev. Janet Zimmerman and Mr. John Cheek (Berkshire Corridor), Ms. Janet Walsh Young, the Rev. Heather Blais, Ms. Donna Christian, and the Rev. Derrick Fetz (Valley Corridor), Richard Delorme, Mark Rogers, the Rev. Jose Reyes and the Rev. Jesse Abell (Worcester Corridor), the Rev. Nancy Webb Stroud (Vice President of Council), the Rev. William (Mac) Murray (Secretary to Convention), Mr. Frank Minasian (Trustee Representative)

Members of the Budget and Financial Planning Committee: Wayne Gass, Treasurer (All Saints, South Hadley), Kitty Dougherty (Grace Church, Amherst), Mick Kalber (Holy Trinity, Southbridge), Al Symonds (St. Stephen’s, Pittsfield), Mr. Dan Mylott (Christ Church, Fitchburg), the Rev. Dave Woesnner (St. Michael’s on the Heights, Worcester), Kendra Macleod (St. Paul’s, Stockbridge), The Rev. Heather Blais (Sts. James and Andrew, Greenfield), Moira Miller (Shrewsbury), Steve Abdow (Assistant Treasurer), and Esther Barker (Accounting Manager)

Budget Expenses by Category

Parish Payroll Agency Services and Benefits Mission in the for Parish 6% World 16% 20%

The Ministry of the Bishop Congregational 18% Support Formation & Governance 23% Leadership 6% Development 11%

Attachments: One page budget summary Income/Expense Statement for 2019 2019 Budget for Outreach and Diocesan MInistries

One Page Summary of the Proposed 2019 Budget

2018 YTD 2018 2019 % of Budget Proposed Actual Budget Budget

OPERATING REVENUES Assessment for Common Ministry 562,191 1,118,904 1,125,000 41.5% Use of Investments -- Spending Rule 718,457 1,397,037 1,550,000 57.1% Program Income 38,119 112,710 28,500 1.1% Other Income and Gifts 73,075 96,720 9,600 0.4% Interest Income 135 600 400 0.0% TOTAL REVENUES FOR DIOCESAN OPERATIONS 1,391,977 2,725,971 2,713,500 100.0%

OPERATING EXPENSES Mission in the World 366,810 698,083 556,374 20.5% Congregational Support 274,552 516,057 611,626 22.5% Formation & Leadership Development 132,194 255,564 287,388 10.6% The Ministry of the Bishop 257,913 452,851 486,880 17.9% Governance 80,764 201,651 167,545 6.2% Administration and Finance 214,683 424,267 440,712 16.2% Parish Payroll and Benefits 94,552 176,154 163,223 6.0% TOTAL OPERATING EXPENSE 1,421,468 2,724,627 2,713,748 100.0%

SURPLUS/(DEFICIT) (29,491) 1,344 (248)

Prepared by Steve Abdow, 10/01/18 The Episcopal Diocese of Western Massachusetts Proposed 2019 Budget

YTD Actual 2018 ANNUAL 2019 PROPOSED Jun-2018 BUDGET BUDGET REVENUES

Assessment for Common Ministry $562,191.00 $1,118,904.00 $1,125,000.00

Use of Investment - Trustees $718,457.50 $1,397,037.00 $1,550,000.00

Program Income $38,119.86 $112,710.00 $28,500.00

Other Income and Gifts $44,824.89 $42,720.00 $9,600.00

Internal Grant Funding $28,250.22 $54,000.00 $0.00

Interest Income $135.48 $600.00 $400.00

TOTAL DIOCESAN INCOME AND GIFTS: $1,391,978.95 $2,725,971.00 $2,713,500.00 YTD Actual 2018 ANNUAL 2019 PROPOSED Jun-2018 BUDGET BUDGET

EXPENSES

BISHOP'S MINISTRY

PROGRAMS Communications $63,312.26 $117,043.00 $123,792.79

Social Justice $1,830.85 $3,750.00 $2,750.00

Retired Clergy Gatherings $2,714.69 $0.00 $2,500.00

Special Diocesan Events $17,017.97 $0.00 $2,500.00

Total PROGRAMS $84,877.77 $123,793.00 $131,542.79

PERSONNEL EXPENSES Wages and Benefits $155,130.89 $298,960.00 $324,129.86 Business Expenses $17,904.50 $30,098.00 $31,207.56

Total PERSONNEL EXPENSES $173,035.39 $329,058.00 $355,337.42

TOTAL BISHOP'S MINISTRY $257,913.16 $452,851.00 $486,880.21 YTD Actual 2018 ANNUAL 2019 PROPOSED Jun-2018 BUDGET BUDGET

CONGREGATIONAL SUPPORT: Mission with Congregations

GRANTS and SCHOLARSHIPS

Clergy Children Educational Grants $3,000.00 $6,000.00 $6,000.00 College Scholarships $22,214.50 $42,500.00 $42,700.00 Continuing Education Grants $566.00 $4,000.00 $4,000.00 Deanery $731.50 $2,600.00 $2,600.00 Ministry Development Initiatives $60,765.00 $80,000.00 $75,000.00 Sabbatical Grants $5,628.39 $5,000.00 $5,000.00

Total GRANTS and SCHOLARSHIPS $92,905.39 $140,100.00 $135,300.00

OPERATIONAL EXPENSES

Special Assistance to Congregations $9,687.50 $5,000.00 $5,000.00 Transition Ministry $2,758.22 $4,750.00 $4,850.00

Christian Formation Missioner $17,059.90 $65,760.00 $53,437.03

Latino Ministries $32,049.90 $42,000.00 $155,657.24

Safe Church Training and Prevention $2,173.34 $4,450.00 $4,200.00

Stewardship $1,326.00 $14,700.00 $11,450.00

Youth Ministry $11,438.84 $32,934.00 $25,574.63

Total Operational Expenses $64,047.98 $159,844.00 $250,318.91

TOTAL $76,493.70 $169,594.00 $260,168.91

PERSONNEL EXPENSES

Wages and Benefits $99,999.97 $196,270.00 $207,563.99 Business Expense $5,152.56 $10,093.00 $8,593.12

TOTAL PERSONNEL EXPENSES $105,152.53 $206,363.00 $216,157.11

TOTAL CONGREGATIONAL SUPPORT $274,551.62 $516,057.00 $611,626.01 YTD Actual 2018 ANNUAL 2019 PROPOSED Jun-2018 BUDGET BUDGET FORMATION & LEADERSHIP DEVELOPMENT for the Baptized

OPERATIONAL EXPENSES

David Allen Seminars $2,119.45 $0.00 $0.00

Education for Ministry $2,575.00 $4,900.00 $1,750.00

Parish Leadership Day $6,730.64 $9,950.00 $10,600.00

Formation and Leadership Development $2,621.41 $6,500.00 $47,500.00

Clergy Conferences $15,898.43 $20,900.00 $17,650.00

Commision on Ministry $1,414.15 $4,500.00 $3,750.00

Diaconate Formation $825.60 $3,600.00 $0.00

Fresh Start $593.27 $3,950.00 $2,900.00

Seminarian Assistance $857.00 $12,500.00 $6,000.00

TOTAL OPERATIONAL EXPENSES $33,634.95 $66,800.00 $90,150.00

PERSONNEL EXPENSES

Wages and Benefits $89,919.87 $177,665.00 $187,017.74 Business Expense $8,639.48 $11,099.00 $10,220.20

TOTAL PERSONNEL EXPENSES $98,559.35 $188,764.00 $197,237.94

TOTAL LEADERSHIP DEVELOPMENT $132,194.30 $255,564.00 $287,387.94 YTD Actual 2018 ANNUAL 2019 PROPOSED Jun-2018 BUDGET BUDGET

MISSION IN THE WORLD

OPERATIONAL EXPENSES

Anglican Communion Partners $0.00 $2,500.00 $2,500.00

Outdoor Worship Communities Wages and Benefits $39,526.37 $77,279.00 $54,107.96 Business Expenses $5,000.00 $10,000.00 $36,000.00

Total Outdoor Worship Communities $44,526.37 $87,279.00 $90,107.96

Creation Care $18,852.16 $35,288.00 $38,220.00

Ecumenical Relations Berkshire Organizing Project $1,250.00 $2,500.00 $3,500.00 Ecumenical Officer $1,669.03 $2,250.00 $0.00 Interfaith Council $350.00 $300.00 $350.00 Mass Council of Churches $7,500.00 $15,000.00 $15,000.00 Province One $7,374.52 $9,749.00 $9,749.00

Total Ecumenical Relations $18,143.55 $29,799.00 $28,599.00

The Episcopal Church Apportionment $171,415.50 $342,831.00 $349,947.00

Global Mission $3,659.97 $25,000.00 $25,000.00 Lambeth $999.96 $2,000.00 $2,000.00 Sustainable Development Goals $9,436.00 $18,872.00 $20,000.00

TOTAL MISSION IN THE WORLD $366,810.26 $698,082.64 $556,373.96 YTD Actual 2018 ANNUAL 2019 PROPOSED Jun-2018 BUDGET BUDGET

GOVERNANCE

OPERATIONAL EXPENSES

Chancellor's Conference $22,491.57 $45,250.00 $43,000.00

Diocesan Convention Wages and Benefits $3,843.72 $8,615.00 $6,500.00 Business Expenses $98.50 $33,850.00 $24,850.00

Total Diocesan Convention $3,942.22 $42,465.00 $31,350.00

Diocesan Council $1,809.52 $1,400.00 $2,700.00

General Convention ($556.00) $15,000.00 $15,000.00

House of Bishops $2,235.37 $7,000.00 $6,500.00

Retired Clergy and Lay Support $29,403.20 $88,036.00 $66,495.00

Standing Committee $28.24 $500.00 $500.00

Title IV $21,410.06 $2,000.00 $2,000.00

TOTAL GOVERNANCE $80,764.18 $201,651.00 $167,545.00 YTD Actual 2018 ANNUAL 2019 PROPOSED Jun-2018 BUDGET BUDGET DIOCESAN FINANCE & ADMINISTRATION EXPENSES

ARCHIVE EXPENSES Wages and Benefits $3,150.39 $6,351.00 $6,499.52 Business Expenses $146.06 $580.00 $580.00

TOTAL ARCHIVE EXPENSES $3,296.45 $6,931.00 $7,079.52

OPERATIONAL EXPENSES

Financial Management $9,210.11 $29,600.00 $34,250.00

Property - Plant $62,608.66 $111,902.00 $114,214.54

General Operations $14,968.41 $30,630.00 $30,450.00

TOTAL OPERATIONAL EXPENSES $86,787.18 $172,132.00 $178,914.54

PERSONNEL EXPENSES Wages and Benefits $119,536.62 $235,609.00 $244,072.62 Business Expenses $5,062.38 $9,595.00 $10,645.00

TOTAL PERSONNEL EXPENSES $124,599.00 $245,204.00 $254,717.62

TOTAL DIOCESAN FINANCE & ADMINISTRATION EXPENSES $214,682.63 $424,267.00 $440,711.67

DIOCESAN AGENCY EXPENSES FOR CONGREGATION SUPPORT

OPERATIONAL EXPENSES $7,056.66 $10,214.00 $13,150.00

PERSONNEL EXPENSES Wages and Benefits $87,355.74 $163,440.00 $147,873.12 Business Expenses $140.00 $2,500.00 $2,200.00

TOTAL PERSONNEL EXPENSES $87,495.74 $165,940.00 $150,073.12

TOTAL DIOCESAN AGENCY EXPENSES $94,552.40 $176,154.00 $163,223.12

TOTAL EXPENSES $1,421,468.55 $2,724,626.64 $2,713,747.91

NET Income (Loss) ($29,489.60) $1,344.36 ($247.91) 2019 Budget for Outreach and Diocesan Ministry

2019 Proposed % of 2018 2017 Actual 2018 Budget Budget budget

TOTAL DIOCESAN INCOME AND GIFTS: $2,627,909 $2,695,972 $2,713,500

EXPENSES FOR OUTREACH

APPORTIONMENT TO THE EPISCOPAL CHURCH $329,452 $342,831 $349,947 12.72%

SUSTAINABLE DEVELOPMENT GOALS: All goes to ER&D $18,378 $18,872 $20,000 0.70%

ECUMENICAL RELATIONS Province One $9,749 $9,749 $9,749 Interfaith Council $300 $300 $350 Mass Council of Churches $12,500 $15,000 $15,000 Berkshire Interfaith Organizing $2,500 $2,500 $3,500 SUBTOTAL ECUMENICAL RELATIONS: $25,049 $27,549 $28,599 1.02%

GLOBAL MISSION GRANTS: $25,500 $25,000 $25,000 0.93% Diocesan Global Mission Grants fund short-term mission trips, supports our long-term missionaries, various projects from diocesan congregations, and our companion diocese of Kumasi in Ghana. VETERAN'S MINISTRY $86,160 $82,462 $105,000 3.06% http://www.buildingbridgeswma.com/ WALKING TOGETHER $78,685 $71,710 $90,000 2.66% A Ministry of Presence in Southeast Worcester CREATION CARE $35,031 $35,288 $38,220 1.31% https://www.diocesewma.org/vision-ministry-statements/creation-care/ OUTDOOR WORSHIP COMMUNITIES $67,000 $87,280 $90,107 3.24% A network of communiies founded in the radical tradition of Jesus, creating a space where people can come to know the joy and freedom of being God's beloved.

GRANTS TO PARISHES Ministry Development Grants $85,000 $80,000 $75,000 College Scholarships (Bement Waterfield) $42,500 $42,500 $42,500 Continuing Education Grants $3,000 $4,000 $4,000 Sabbatical Grants $4,000 $5,000 $5,000 SUBTOTAL GRANTS TO PARISHES $134,500 $131,500 $126,500 4.88%

$799,755.00 $822,491.89 $873,373.00 30.51%

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