TBF 2006 Annual Report Cover_REV 12/12/06 1:44 PM Page 1 THE BOSTON FOUNDATION ANNUAL REPORT 2006
Guided by Seasoned Leaders Inspired by Emerging Leaders
Turning the Corner
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75 Arlington Street, 10th Floor, Boston, MA 02116 Phone: 617-338-1700 Fax: 617-338-1604 Web Site: www.tbf.org TBF 2006 Annual Report Cover_REV 12/12/06 1:44 PM Page 2
Learn More About the Boston Foundation at www.tbf.org
Cover Photo The Leaders: Reverend Ray Hammond, Chair of the Boston Foundation’s Board of Directors and one of our city’s most effective ‘seasoned’ leaders, talks with ‘emerging’ leader Janet Barry, who was a member of the 2005/2006 graduating class of LeadBoston, a major leadership development program for young professionals. Recently relocated from Seattle, she is Director of Development for World Education, which was founded in 1951 to meet the needs of the educationally disadvantaged in the United States and around the world. She has volunteered for the community-based organization Freedom House, is a neighborhood activist in Jamaica Plain and plans to stay in Greater Boston and work with other seasoned and emerging leaders to strengthen our community from within.
The Setting: Reverend Hammond and Ms. Barry are walking through Christopher Columbus Park in Boston’s North End—adjacent to the evolving Rose Kennedy Greenway. We chose this setting for the cover of our 2006 annual report to stand as a symbol of what lies ahead for Greater Boston as we work together to “turn the corner” on the challenges we face as a community.
We invite you to learn about more Boston Foundation board members and emerging leaders, starting on page 34. TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 1
Turning the Corner Guided by Seasoned Leaders / Inspired by Emerging Leaders GREATER BOSTON’S COMMUNITY FOUNDATION ANNUAL REPORT 2006
Table of Contents
The Boston Foundation’s Formula for Civic Leadership ...... 3
2006 at the Boston Foundation ...... 4
Understanding the Boston Foundation ...... 6
Board of Directors...... 8
Staff ...... 10
Letter from the Chair...... 12
Letter from the President ...... 13
Turning the Corner ...... 14
Housing and Community Development ...... 16 Seasoned and Emerging Leaders from Project RIGHT How Great Leadership is Working for “Smart Growth” Housing
Education ...... 22 Seasoned and Emerging Leaders from Boston Arts Academy How Great Leadership is Working for “Early Education for All”
Workforce Development ...... 28 Seasoned and Emerging Leaders from Boston STRIVE How Great Leadership is Working for “SkillWorks”
Selected Grants from 2006 ...... 35
Advisory Groups and Task Forces ...... 48
Applying for a Grant ...... 55
Establishing a Fund ...... 57 A Leader in Philanthropy and Her Philanthropic Daughter
Ellen Remmer and Caroline Fox ...... 60 Boston Foundation Funds
New Funds Established in 2006...... 61
New Donors to the Community Fund ...... 62
Donors to the Civic Leadership Fund...... 62
Planned and Legacy Gifts Received...... 64
Rogerson Legacy Society ...... 66
Discretionary Funds...... 67
Designated Funds ...... 73
Donor Advised Funds ...... 76
Support Organizations ...... 83
2006 Financials ...... 84 TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 2 3 Task Forces and Action Agendas Action and Forces Task of experts and stakeholders convened and forces Task of facilitated by the Boston Foundation saw the results work in 2006. The Commonwealth Housing years of hard plan began to bear housing “Smart Growth” Force’s Task the state voted to build as many as seven cities across fruit: Force 2,000 units of housing ; the Cultural Facilities Task celebrated new legislation that will send millions of dollars in support to the state’s cultural facilities; and the state develop- committed $24.5 million in funds for workforce ment. The Foundation also co-convened the John LaWare a new civic mechanism that is tackling Leadership Forum, competitiveness challenges. the region’s Forums Forums at forums released are reports Most Boston Foundation alone, In 2006 year. attracting thousands of people every the Foundation held some 15 Understanding Boston Pilot Schools set of issues—from on a diverse forums leadership. to “underperforming” schools to nonprofit in Massachusetts on philanthropy Fascinating forums giving in the state— involved animated discussions about Kennedy Library F. and a special symposium at the John A attitudes about immigration. current explored spring Reserve Bank of Boston focused at the Federal forum the Big Dig. on lessons learned from Greater Understanding Boston reported on the continuing crisis reported he Boston Foundation works side-by-side with he Boston Foundation Boston Housing Report Card in housing—and two major studies focused on the world itself, including one countering the myth of philanthropy and another about the of the state’s lack of generosity A Age” of philanthropy. potential for a “Golden major the in cities across approaches study analyzed WiFi Boston. country—and the potential for a “wireless” Fresh Research Fresh This year’s array of pressing shed light on a broad reports of Pilot Schools, public issues, including the effectiveness crime and punishment, and the crisis in attitudes toward The fourth annual the allied health professions. T partners in all sectors to make real, measurable change to make real, partners in all sectors A of community life. in important areas number of key the Foundation’s benefited from areas with an emphasis formula for positive change this year, the region’s on meeting the challenges that will strengthen The global economy. competitiveness in the emerging emphasis on Boston Foundation places special strategic to the region’s crucial of community life that are areas three Housing and competitiveness in the global economy: and Workforce Community Development; Education; Development. The Boston Foundation’s Formula Formula Foundation’s Boston The Leadership Civic Effective for Change = Real Agendas Action + Forces + Task Forums + Research Fresh TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 3 Page PM 1:45 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 4
2006 at the Foundation
In addition to a record year in gifts and grantmaking, the Foundation’s role as a civic leader—serving
as a provider of new information, a major convener and a supporter of enlightened public policy—was
front and center during 2006. Here are a few highlights:
Another Record Year Sees More than $73 Million in New Gifts Received and Close to $64 million in Grants Made
Gifts totaling $73.6 million exceed all totals for gifts to the Boston Foundation in past years—with 47 new funds created
by donors. Grants made to nonprofit organizations total a record $63.9 million. And at year’s end, the Foundation’s assets
top $769.8 million, $83 million more than last year’s total.
Real Gains in Housing
Seven communities adopt “Smart Growth” districts under
Chapters 40R and 40S legislation drafted by the Boston
Foundation-convened Commonwealth Housing Task
Force—and many more communities explore this
innovative approach to high-density housing. More
than 2,000 new homes are in the pipeline.
Understanding Boston
This series of fresh information,
convenings, and action agendas
produces 13 reports about the city and region, holds some 15 forums, supports special task forces,
and sees public policy victories in housing, cultural facilities and workforce development.
Contributions to the Civic Leadership Fund Surpass Goal Again
Inspired by the Foundation’s increasingly visible role as a civic leader and real progress made,
donations to the Civic Leadership Fund top $809,000, surpassing its goal of $800,000.
Boston Foundation Report Leads to Plan for a Wireless Boston
Mayor Menino announces a plan to create a citywide wireless Internet network through an
innovative approach recommended by a Task Force funded by the Boston Foundation and informed
by an Understanding Boston report. 4 TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 5
A Breakthrough in Pilot Schools Could Add At Least Seven More to the System
The Foundation keeps the Pilot Schools issue alive
through the media, forums and reports showing
their success and a new agreement is reached—
leading to a potential seven new Pilot Schools.
The John LaWare Leadership Forum is Launched
A new civic mechanism,
launched at a Boston College Citizens Seminar, begins to tackle the challenges facing Boston
today, as the region struggles to maintain a position of dominance in an increasingly complex
and competitive global economy.
The Boston Foundation’s Board of Directors Votes on Strategic Priorities
In June, the Boston Foundation’s Board embraces a set of strategic priorities that will
guide the Foundation’s competitive grantmaking and public policy work. Emphasis
is placed on three areas that are key to the region’s competitiveness: Housing
and Community Development, Education and Workforce Development.
Public Policy Victories
The Massachusetts Legislature responds to campaigns
guided by the Foundation and its partners and commits millions of dollars for a Massa-
chusetts Cultural Facilities Fund and $24.5 million for Workforce Development programs.
The Boston Foundation Presents “Turning the Corner”
A “Town Meeting” at Faneuil Hall marks the first of a series of six public affairs programs
on New England Cable Network, presented by the
Foundation, to focus on critical competitive challenges
and opportunities for Greater Boston and the region. 5 TBF 2006AnnualReportText_1-36_rev12/12/061:45PMPage6 Understanding theBoston Foundation 6 www.bostonindicators.org. Greater Bostonthrough itsaward-winning websiteat Project, whichprovides comprehensive informationabout of peopleeveryyear. ItalsosponsorstheBostonIndicators through aseriesofforums thatare attendedbythousands tanks andotherorganizations andshares thisinformation Foundation commissionsresearch from universities,think Through its Information other support. and newinstitutionsbyproviding crucial seedcapitaland has been“there atthebeginning” fornumerous fresh ideas and thearts.Overmore than 90years,theFoundation excellence toaffordable housingtoworkforce development of compellingcommunityissues,from educational civic leadershippromote innovation across abroad range The Foundation’sgrantmaking,specialinitiativesand Innovation • • • mission inthree principal ways: sustaining avital,prosperous cityandregion, where justiceandopportunityare extendedtoeveryone.Itfulfillsthis As Greater Boston’scommunity foundationsince1915,theBostonFoundationdevotesitsresources tobuildingand Mission common agendasforthefuture are developed. Serving asacivichubandcenterofinformation,where ideas are shared, leversforchangeare identified,and Working inpartnershipwithdonorstoachievehigh-impactphilanthropy; and critical challenges; Making grantstononprofit organizations anddesigningspecialfundinginitiativestoaddress thiscommunity’s Understanding Boston series, theBoston Involvement other institutionsandsectors. enlightened publicpolicyandleveragingsupportfrom challenges withaspecialfocusonhelpingtodevelop sector taskforces totackle thetoughestcommunity individual donorsandgovernment.Italsoconvenescross- millions ofdollarsininvestmentsfrom otherfoundations, through itsfundingandspecial initiatives,whileleveraging The Foundationfocusesontangible,measurableresults Impact community lifetheycare aboutmost. Foundation staff tofocustheirdollarsontheareas of purposes—and anincreasing numberworkcloselywith give unrestricted funds,othersearmarkgiftsforspecial donors toachievetheirphilanthropic goals.Somedonors the community, theFoundationworkscloselywithitsmany With some850separatefundsestablishedforthebenefitof 7 , including evention, racial $10 million every year over year $10 million every evention and $1.7 million , including $697,000 for English for oid Fund. from other private and public sources in other private and public sources from Funds Generated Funds , including those for arts service organiza- for homelessness pr xt 9 years. oston Foundation oston n addition to annual contributions from donors, contributions from n addition to annual $22.5 Million in Additional Million $22.5 tributed 2.9 million 2.9 ollaboration with Foundation initiatives with Foundation ollaboration the Boston Foundation also generates millions of the Boston Foundation benefit Greater to resources dollars in additional alone, $22.5 million was leveraged: Boston. This year , special initiatives for million received $4.4 to Close gay of civic engagement, including those in the areas pr and lesbian funding, homelessness in collaboration with Microsoft Corporation’s “Unlimit- in collaboration with Microsoft ed Potential” giving program. A Related Investment of $1.5 million for pre- Program development costs associated with single room occupancy housing for very low-income individuals is estimated to leverage some the ne 2005, with a total of close to $14 million pledged over 2005, with a total of close to $14 million five years. managed and in additional funds are $255,000 to Close dis tions and the Polar New Bostonians and $228,000 for Home Funders. in than $2.3 million in additional funds is distributed More c $250,000 I justice, out-of-school time programming for teens, and for teens, justice, out-of-school time programming development. workforce raises in SkillWorks investment Foundation Boston A $500,000 $ Close to $2.7 million is generated by collaboratives housed at housed collaboratives by million is generated $2.7 to Close the B Learn more about more Learn by visiting www.tbf.org. by Understanding the Boston Foundation Foundation the Boston Understanding Assets than The Foundation’s endowment stands at more invested in The Fund for the $769 million. Its assets are diverse set of management 21st Century—an increasingly specifically for the Foundation that created products money managers. includes nationally-renowned Grantmaking its donors make close to $64 million The Foundation and organizations of nonprofit in grants annually to hundreds In addition to the country. Boston and across in Greater of Housing the areas placing a special strategic focus on and Workforce and Community Development, Education of grants in the areas Development, the Foundation makes Safety, Civic Engagement, Community Arts & Culture, Urban Environment. Health and Human Services and the to the Foundation also has special initiatives Every year, the community, issues affecting the most pressing address and such as Civic Engagement, Pilot Schools Homelessness Prevention. Governance and Staff Governance of Board by a 20-member is overseen The Foundation community interests. diverse to represent selected Directors, in grantmaking, professionals includes some 45 The staff finance and administration and philanthropy, communications. TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 7 Page PM 1:45 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006AnnualReportText_1-36_rev12/12/061:45PMPage8
8 Richard M.Burnes, Jr. Charles RiverVentures, Inc. Boston FoundationBoardVice-Chair HarborVest Partners,LLC Former ManagingDirector Gerald Chertavian Carol F. Anderson Louis Casagrande Children’s Museum Founder andCEO General Partner President Year Up Board of Directors Greater BostonFoodBank,Inc. DeWolfe andCompany, LLC Richard B. DeWolfe U.S.-Japan Cross Cultural Catherine D’Amato Boston FoundationBoardChair Bethel AME Church Bethel AME Atsuko T. Fish Reverend Ray President andCEO Managing Partner Communications Hammond Consultant Pastor ihe .Kaig Esq. Michael B. Keating, Jackie Jenkins-Scott Charitable Foundation New EnglandPatriots Paul LaCamera Myra H.Kraft Wheelock College General Manager Foley HoagLLP President President Partner WBUR 9 Chair Secretary Treasurer Vice-Chair OFFICERS Gail Snowden Carol F. Anderson F. Carol Timothy B. Gassert B. Timothy Reverend Ray Hammond Ray Reverend Chair Ex Officio President Principal The Wiley Group The Wiley Paul S.Paul Grogan Micho F. Spring Micho F. Boston Foundation, Inc. Benaree P. Wiley P. Benaree U.S. Corporate Practice, Weber Shandwick New England Shandwick New Weber Company, LLP Company, Metro Practice Metro Portfolio Manager Management LP KPMG’s New York York KPMG’s New Jack R. Meyer Jack R. Kevin C. Phelan C. Kevin Meredith & Grew, Inc. & Grew, Meredith Convexity Capital and Convexity Capital Binkley C. Shorts C. Binkley Executive Vice President President Executive Vice Wellington Management Wellington Herbert E. Morse Former Managing Partner Managing Partner and CEO Managing Partner and Senior V.P., Partner and Equity Senior V.P., TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 9 Page PM 1:45 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006AnnualReportText_1-36_rev12/12/061:45PMPage10 James D.Rooney, Jerrold Mitchell, Jennifer J.Owens,
10 Senior Director, BostonIndicatorsProject Maura J.Fogarty, Denise N.Taylor, Tim H.Davis, Paul S.Grogan, Lynne J.Salkin, Mary JoMeisner, Director ofWeb Communications Communications, Community Relations andPublicAffairs Communications Coordinator Director ofPublicRelations Benjamin W. Didsbury, Boston IndicatorsProject Boston IndicatorsProject Office of thePresident David E.Trueblood, Timothy B.Gassert, Charlotte B.Kahn, Chief InvestmentOfficer Director ofPublicAffairs Director ofResearch, Program Coordinator, Executive Assistant Executive Assistant President &CEO Special Assistant Vice President Senior Management(from Paul left): S. Grogan, Lynne J. Salkin, Terry S. Lane, JoMeisner, Mary Kate R. Guedj, Ruben D. Orduña andGailSnowden. (Notpictured: Jerrold Mitchell, ChiefInvestment Officer) Elizabeth A. Pauley,Elizabeth A. Robert R.Wadsworth, Richard E.Ward, Megan Briggs-Reilly, Kristen H.Jilek, Tara L.Henry, Rita R.Richardson, Jennifer C.Vorse, Ann McQueen, Loh-Sze Y.Leung, Angel H.Bermudez, Paul M.Schimek, Krista N.Manie, Nicole Guerin, Nadia A. Yassa,Nadia A. Geeta Pradhan, Ruben D.Orduña, Corey L.Davis, Sarah Barrett, of Grantmaking&SpecialProjects Terry S.Lane, and GiftPlanning Staff Development Program Development Coordinator Director ofDevelopment Senior Program Officer Senior Program Officer Program Assistant Program Assistant Program Coordinator Senior Program Officer Program Director Program Assistant Director ofEstate SkillWorks Director Grants Manager Research Associate Vice President Executive Assistant Program Associate Vice President Program Director Senior Director Diane P. Elenbaas, Senior Director ofFinanceandController Amy Park Appleby, Travel &EventsPlanningCoordinator Carol A. Johnson, Carol A. Fund AdministrationCoordinator Financial OperationsCoordinator Gail Snowden, Kate R.Guedj, Philanthropic ServicesOfficer Anna A. Gallo Anna A. Director ofHumanResources Fund AdministrationOfficer Donor ServicesCoordinator Jenna SmithGomes, Anita M.Connors, Stacey C.Riddick, Jessie E.Zuberek, Allison M.Bates, Philanthropic and Hope C.Groves, Julia P. Goring, Donor Services Finance and Operations Director ofDonorServices , Receptionist Vice President Vice President Office Manager Philanthropic and 11 of Greater Boston that is being restored as part of the Rose Kennedy Greenway Kennedy the Rose as part of that is being restored Boston Greater of Boston Foundation staff in Federal Reserve Plaza in Dewey Square, an historic section section an historic Square, in Dewey Plaza Reserve in Federal staff Foundation Boston TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 11 Page PM 1:45 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006AnnualReportText_1-36_rev12/12/061:45PMPage12 of theBostonFoundation.Work intheseareas willbe populations thatalwayshavebeentheprimaryconcern will unlockopportunityforthemarginalized, vulnerable Development; Education;andWorkforce Development. on three strategicpriorities:HousingandCommunity community’s diverseneeds,aspecialfocuswillbeplaced I grantmaking program whichresponds to Directors decidedthatwhile itstrongly affirms abroad for theBostonFoundation.InJuneof2006,Board of community life,whichthisyearbecamestrategicpriorities leadership isworkinginthree importantareas of commitment tothosewhoare struggling. we celebratethosewhoare excelling,wereaffirm our given theopportunitytomeettheirfullpotential.While on thestreets ofBoston—and manymore are notbeing people, whoshouldbefullofpromise, are losingtheirlives acknowledgement thatsomeofourcommunity’syoung and theirfutures tothiscommunity. represent somanyotherswhoare dedicatingthemselves give youtremendous hope forourfuture. Knowthatthey Their accomplishmentsandenergy willinspire youand Greater Boston’smostpromising, youngemerging leaders. 12 Letter from theChair n thisannualreport, youwill beintroduced tosomeof We believethattheseareas containpowerfulkeysthat In thisreport, youwillalso read abouthowgreat We share thesestorieswiththepainful all of our a betterfuture. and withourcommunitypartnersasweallworktobuild this communityfaces.We standwithourgenerous donors been more committedtomeetingtheseriouschallenges pages, butknowthattheBostonFoundationhasnever contributions theywillmake. Patriots CharitableFoundation.We lookforward tothe Year Up,andMyraKraft,President oftheNewEngland board members,GeraldChertavian, FounderandCEOof We willmissthem.But,Iamdelightedtowelcometwonew Foundation withgreat energy andwisdomovertheyears. year. ChrisGabrieliandPaulGuzzibothservedtheBoston the Foundation’sBoard whose termsofserviceexpired this contributed. been donatedtotheFund.Ithankallofyouwhohave $880,000. Injustthree years, more than$2.5millionhas Foundation’s work,surpasseditsannualgoal,raising Leadership Fund,whichsupportsthisaspectofthe effective civicleadershipactivities. initiatives, butalsobytheFoundation’sincreasingly supported notonlythrough grantmakingandspecial So, takeheartbythegoodnewsyouwillfindinthese I alsotakethisopportunitytothanktwomembersof I amdelightedtoreport that, onceagain,theCivic Chair Reverend RayHammond 13 jobs pipeline Paul S. Grogan and CEO President In this annual report, you will read about some of the you will read In this annual report, to co-convene a new cross- I was proud This year, With thousands of positions going unfilled in the thousands of positions going With involves workforce development programs that lead development programs involves workforce the family-supporting wages. For to jobs offering directly in the only population growth immigrants who represent of English availability our state, it includes much greater language instruction. 2006. None these pipelines in activities that strengthened could have been possible without strong of this progress we believe that public/private partnerships. Indeed, effective of truly partnership is the primary ingredient leadership. Leadership sector partnership, called the John LaWare of business and civic leaders which scores through Forum, challenges so that we can maintain our region’s tackling are in a complex and competitive global a position of strength you some of the with I hope to share Next year, economy. good accomplishments—and bring you more Forum’s those all-important pipelines. news about strengthening school system that is constantly improving itself with is constantly improving school system that Schools. It goes on to track student innovations like Pilot high school graduates move from achievement and help to college. and other fields, the allied health arena leads not only begins with high-quality housing pipeline education pipeline The Because Greater Boston is experiencing a housing Because Greater We titled our annual report this year “Turning the this year “Turning titled our annual report We It was about five years ago that the Foundation It was about five years ago that the hanks to the generosity of our donors, this has been of our hanks to the generosity Letter from the President from Letter T pre-school for all children and continues through a public and continues through for all children pre-school to new housing stock but also to the development of strong safe for everyone—especially our communities that are children. crisis that is forcing too many talented people to leave crisis that is forcing continue to be Boston—and because our neighborhoods plagued by violence—the Corner,” because in 2006 we began to see the fruits of that because in 2006 we began to see the fruits Corner,” strengthening can best be described as work. Our approach housing, areas: pipelines in three a series of interconnected education and jobs. decided to offer itself to this community in new ways— itself to this community in new decided to offer a place that generates beyond traditional grantmaking—as about conversations information and ideas, spurs vigorous and helps to launch ambitious initiatives Boston’s future, policy. contributes to the development of public an extraordinary year, with the Boston Foundation setting with the Boston year, an extraordinary I believe and grants paid. for gifts received new records of the reflection is a direct level of support this increasing community during this doing to strengthen work we are making real that we are challenging times. I am proud that is smaller than it was five with a staff progress years ago. TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 13 Page PM 1:45 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 14
Passion. Compassion. Patience. Impatience. Vision. Tenacity.
Commitment. Flexibility. A sense of humor. The ability to
delegate. The willingness to listen and the courage to speak
out. Resilience. Optimism. Stamina. Focus. A very tough hide.
g Humility. Faith. Above all, an understanding that working
in partnership with others is the only way to move an issue
or a community forward. . 14 15 Some of the leaders featured in the report—from experienced members of the “Baby experienced in the report—from Some of the leaders featured This was a year of ‘turning the corner’ of community life that present areas in three hese are just some of the qualities that came to mind when the that came to the qualities of some just are hese seasoned and emerging leaders featured in this annual report were in this annual report featured leaders and emerging seasoned a good leader?” makes “What asked: T Boom” generation to high school students—are widely known and have been recognized widely known and have been recognized Boom” generation to high school students—are just Others don’t tend to think of themselves as leaders, but are for their leadership before. the leaders of tomorrow, And some represent be engaged in something important. to proud all of these enthusiasm and idealism to everything they do. Without energy, bringing fresh the Boston Foundation would individuals and the many others they represent, remarkable not have had a year characterized by ‘turning the corner’ several key areas—and in certainly would not be equipped to tackle the serious challenges it faces Boston Greater as a community in the years ahead. serious challenges to the well-being of Greater Boston and the region it anchors: Housing the region Boston and of Greater serious challenges to the well-being The leaders who Development. and Workforce and Community Development; Education; with—made the many others they partnered helped to bring positive change about—and possible. this progress Turning the Corner the Turning Leaders Emerging by / Inspired Leaders Seasoned Guided by TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 15 Page PM 1:45 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 16
Turning the Corner in Housing & Community Development Seasoned and Emerging Leaders from Project RIGHT
Jorge Martinez was a lobby porter at Boston’s historic Parker House when he was introduced to organizing through the hotel workers union, Local 26. He discovered that he
had a talent for organizing and in 1992, when Roxbury Multi-Service Center advertised for
someone to tackle youth-on-youth violence in Grove Hall, his wife encouraged him to apply.
Fourteen years later, he doesn’t even consider his leadership of Project RIGHT a “job”—
instead, it’s just his life.
Project RIGHT (Rebuild and Improve Grove Hall Together) was designed to bring
together neighborhood residents and groups to solve community problems. Under the
leadership of Mr. Martinez, it was one of the organizations that helped to curb youth
violence in the early ‘90s. Today, the heartbreaking violence is spiking again. Mr. Martinez
takes hope, however, from funders like the Boston Foundation and millions of dollars in
state aid that will flow into Grove Hall to help community leaders prepare for next summer.
He says he “stole” Rashaun Nalls from the nonprofit group Roxbury YouthWorks,
which happens to be right across the street from Project RIGHT, because of Mr. Nalls’
experience as an advocate for court-involved youth and sexually-exploited girls. Mr. Nalls
continues that work at Project RIGHT—and is in charge of a neighborhood basketball league,
Rashaun Nalls (right) and which he says is a great tool for building relationships with young men. Dribbling the ball Project RIGHT’s Executive and passing are ways to gain trust and build relationships. Director Jorge Martinez Mr. Nalls grew up in Rhode Island and came to Boston to attend Northeastern
University, where he majored in Business and Marketing. An internship he had during
college in the ‘for-profit sector,’ however, failed to inspire him. Instead, the work
he did mentoring middle-school students at the Tobin School captured his heart and
imagination. His first job after college was at a residential home for court-involved
teenagers. He loved it so much that he says he ‘found his groove.’ 16 TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:45 PM Page 17 TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 18
“High prices are pushing everyone out of the housing market in this state, including the middle class. ‘Smart Growth’ housing is a solution that helps all of us.” Ted Carman, President of Concord Square Development Co.
. 19 , Commonwealth Housing Task Force Commonwealth Housing Task He approached the He approached centers—and give communities the right to develop the centers—and give communities the the appearance of the housing. to control design standards of the state would stimulate the development In this way, advantage locations by taking housing in Smart Growth many miles of the 120 commuter rail lines that radiate downtown Boston. out from with the idea and the convened by the Boston Foundation, the a $40,000 grant from immediately liked it. With group of the Task Carman and two other members Foundation, Mr. congestion—zoning traffic traffic Massachusetts Senator Harriette L. Chandler crisis we face in the Commonwealth.” in the Commonwealth.” face crisis we Mr. Carman was acutely aware that for good reasons Carman was acutely aware Mr. ed Carman’s great idea for addressing the housing idea for addressing ed Carman’s great attractive communities, preserve open space, preserve communities, attractive new housing options that will ease the housing housing options that will ease new reduce urban sprawl and provide for a range of a range for and provide sprawl urban reduce “Smart Growth zoning will foster distinctive and distinctive will foster zoning “Smart Growth Turning the Corner in Housing & Community Development Community Housing & in Corner the Turning for is Working Leadership Great How Housing “Smart Growth” T laws typically prohibited housing in sufficient quantities to quantities housing in sufficient laws typically prohibited He asked himself what it would take to make a difference. these constraints. The answer: have the state through break financial incentives to towns and cities that develop provide dense housing near transportation nodes and town —such as financial concerns and crisis in Massachusetts came to him one morning in the crisis in Massachusetts came to him commuter rail station summer of 2002 while walking to the and was enjoying He’d just moved to Melrose in Melrose. to get to and from what he calls “a highly civilized way” As a longtime developer of housing, he’d work every day. of high housing been thinking for years about the crisis to him that the heart costs in Massachusetts. It was clear zoning. word: could be summed up in one of the problem TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 19 Page PM 1:46 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006AnnualReportText_1-36_rev12/12/061:46PMPage20
20 the Boston Foundation advocated for, seeks housing development inMassachusetts.” to bringpartnership andcooperation to “This innovative housingpolicy, which Massachusetts Representative KevinG.Honan the CommunityDevelopment&SmallBusinessCommittee. Joint CommitteeonHousingandcurrently Co-Chairof Senator Chandler(D-Worcester) isformerCo-Chairofthe passionate abouttheneedfornewhousinginstate. Representative KevinG.Honan, twolawmakerswhoare Massachusetts SenatorHarrietteL.Chandlerand the supportofvisionarypublicpolicymakers.Meet for SmartGrowth andEconomic Development”in2003. HousingStrategy called “BuildingonOurHeritage: A White, President ofHousing Partners,Inc.,wrote areport and RegionalPolicyatNortheasternUniversity, andEleanor Force—Barry Bluestone,Director oftheCenterforUrban see thebenefits indeveloping Cordage Park. we needpeopleto live here andsupport But reports don’tbecomelegislation without our busine They want thisto happen.” “To thrive asacommunity, sses. T Director ofPlanningandDevelopment, he peopleof Plymouth Town ofPlymouth Lee Hartmann, 21 (left, with Louis Jannetty and Lee Hartmann) Joseph Jannetty, co-owner, Cordage Park LLC Park Cordage co-owner, Joseph Jannetty, to be a great place to live.” live.” to place be a great to was the largest provider of rope rope of provider the largest was on a deep-water channel. It’s going channel. It’s on a deep-water “At one time, Cordage Rope Company Company Rope Cordage one time, “At community. The train stops here; there there here; stops train The community. Smart Growth legislation alone will not solve the Smart Growth in the world—so it’s deeply rooted in this deeply rooted it’s in the world—so are hiking and biking trails; and it’s right and it’s hiking and biking trails; are and next to the Old Colony commuter rail line. The project than $2 million in Smart Growth is expected to bring more a model creating payments to the town, in the process communities. many more development to inspire housing crisis in Massachusetts, but it is an important step that can be —and a terrific example of the kind of progress private and public, nonprofit, made when philanthropic, government parties come together in partnership with a common goal to make something happen. Lee Hartmann, Director of Planning and Development Lee Hartmann, Director The next steps had to come from towns and cities towns and The next steps had to come from While towns and cities across the Commonwealth across While towns and cities for Plymouth, and developers Joseph and Louis Jannetty, Park LLC on the site of an historic the owners of Cordage with many others in crafting worked together factory, rope At a Town to the town. zoning proposal the Smart Growth for was approved Meeting in May of 2006, the project Atlantic Ocean units on the appealing condos and rental themselves. As of this fall, seven communities have stepped themselves. districts that will Smart Growth up to the plate, approving be home to some 2,000 units of housing—and sending a One town total of $5 million in state funds to their coffers. alone, Plymouth, has plans for 675 units. were interested in the opportunity, there was still a hurdle. there in the opportunity, interested were incorporated the Task The Chapter 40R legislation had not the to include funds for educating recommendation Force’s This was whose families move into new housing. children in making it acceptable for communities element a crucial the Task Zoning. Moving quickly, to pass Smart Growth that outlined a legislative a second report prepared Force of ongoing leadership in the Senate As a result solution. School became the “Smart Growth and House, this report was passed in Act” (Chapter 40S), which Reimbursement November of 2005. Representative Honan (D-Brighton) is Co-Chair of the Joint is Co-Chair of the (D-Brighton) Honan Representative support, the backing their With Committee on Housing. and the farsightedness of Senate of many other legislators of the House and Speaker Robert Travaglini President Housing Smart Growth DiMasi—the landmark Salvatore was passed in 2004. Act (Chapter 40R), TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 21 Page PM 1:46 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 22
Turning the Corner in Education Seasoned and Emerging Leaders from Boston Arts Academy
Under the leadership of Headmaster Linda Nathan, Boston Arts Academy—one of the first Pilot Schools in the Boston school system—has gained national, even international,
recognition. More than 90 percent of the school’s graduates go on to college, the result of a
rigorous approach that combines a focus on the arts with a dedication to academic excellence.
The Boston Foundation was ‘there at the beginning’ with early support for the Academy
and has championed Pilot Schools since their inception, providing funding for public schools
to explore the model and establish themselves. A study released this year at a Boston
Foundation Understanding Boston forum showed that Pilot School students perform better
than district averages across every indicator of student engagement and performance.
No principal can be successful without a staff of dedicated teachers, and Abdi Ali, a
Humanities teacher who has been with the school since its inception in 1998 has contributed
mightily to the school’s academic success. Mr. Ali is Somali, but grew up in Uganda. He came
to the Boston area to attend school and remained here to build a life. After receiving a Masters
in Creative Writing from Boston University, he taught for four years at Boston Latin Academy.
He far prefers teaching in a Pilot School, which gives him more power to set his own course
in everything from curriculum to scheduling. He believes the Pilot approach gives teachers a
greater sense of ownership of their work and, ultimately, makes them more accountable for
the material they teach—and he thinks that all teachers should have the experience.
Mr. Ali is an advanced doctoral candidate at Harvard Graduate School of Education.
On July 4th, he became an American citizen in a ceremony at the Hatch Shell attended by his
wife and two small children.
The arts focus of Boston Arts Academy attracted 16-year-old Deysai Melgar to the
school. Born in Mexico, she has been here for just seven years, but plans to become a citizen
next year. As a theater major, she is passionate about the power of the arts to bring people
together and form common bonds. Like Mr. Ali, she plans to attend Boston University and
hopes to contribute to the community that has become her home. 22 TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 23
From left: Theater student Deysai Melgar, Headmaster Linda Nathan and Humanities teacher Abdi Ali TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 24
.
“I am fortunate to work on behalf of the children of Massachusetts with an incredible team of leaders—on our staff, at the State House and in the community.” Margaret Blood, President, Strategies for Children 25 at a Boston Foundation-presented at a Boston Foundation-presented Campaign Co-Chair Mara Aspinall Campaign Co-Chair Mara Town Meeting on NECN in September Town voices from all sectors.” all sectors.” from voices “We are ‘turning the corner’ in ‘turning the corner’ are “We and the involvement of so many many so of and the involvement the discussion about early education, education, about early the discussion It would be hard to find another area of community to find another area It would be hard with the support of the entire legislature legislature the entire with the support of organized a statewide team of grassroots leaders—and has leaders—and a statewide team of grassroots organized than 50 newspaper editorial endorsements. more received than early education— more life that has been researched shows that high-quality and virtually all of the research igh-quality early education for all young children in children igh-quality early education for all young Today, Mr. O’Brien and Ms. Aspinall are co-chairing a Aspinall are O’Brien and Ms. Mr. Today, Two dedicated leaders from the business community leaders from dedicated Two campaign called “Early Education for All,” which is being campaign called “Early Education for that Ms. Blood founded an organization conducted through The goal of the Campaign is called Strategies for Children. access to high-quality early education for every to ensure to five. The Boston Massachusetts child, ages three at the beginning’ for Strategies for Foundation was ‘there that in just as one of its first funders and is proud Children a few short years, it has become a nationally recognized The for children. public policy and advocacy organization Campaign also built a 49-member advisory committee, joined with Ms. Blood and many others to make “Success by joined with Ms. Blood and many others Paul O’Brien, former CEO of New They were success. 6” a real now a telecommunications consultant, and England Telephone of Genzyme Genetics. Aspinall, President and Mara Massachusetts. This is Margaret Blood’s ambitious goal and Blood’s ambitious goal Massachusetts. This is Margaret about one woman’s her life’s passion. But this isn’t a story of partnership work or even determination; it’s a story hard Some of those partnerships of the word. sense in the truest campaign led by Ms. Blood for the in a previous rooted are of Massachusetts Bay called “Success by 6,” United Way in a the lives of this state’s children which improved health insurance number of ways, including making universally available to all children. H Turning the Corner in Education in Corner the Turning for is Working Leadership Great How All” for Education “Early TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 25 Page PM 1:46 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006AnnualReportText_1-36_rev12/12/061:46PMPage26
26 has reached a‘tippingpoint.’ progress—so muchsothatMs. Aspinall believestheissue Early Educationfor All Campaignhasmaderemarkable makers topresent theresearch andbuildthecase, phone callsandothercommunicationswithstatepolicy- Ms. Aspinall andothers,includingnumerous meetings, talent thisregion needsto fillthejobsoffuture. education isakeystrategyfordevelopingthehomegrown likely togocollege—providing strong evidencethatearly also showsthatchildren who attendpre-school are twiceas brain developmenttakesplacebytheageoffive.Research One ofthemore astounding statisticsisthat85percent of from gradeschoolthrough highschoolandintocollege. pre-school benefitsachild’s entire educationalexperience, With thehard workandleadershipofMr. O’Brien, don’t needcredit for thework we do “The leaders of thisCampaign on behalfof young children; we just needresults.” Campaign Co-ChairPaulO’Brien Pre-Kindergarten Program. And athoughtful,thorough for apilotprogram forthenewMassachusettsUniversal Scholarship program. includes $3millionforanEarlyChildhoodEducators workforce forearlyeducation.The2007statebudget importance ofdevelopingawell-trainedandwell-paid thrilled toseetheLegislature respond positivelytothe accessibility ofearlyeducationandcare. designed toimprove thequality, affordability and and coordinating awiderange ofservicesandassistance Commissioner Ann Reale,theDepartmentisproviding potential. Injustoneyear, undertheskillfulleadershipof helping Massachusettschildren andfamiliesreach theirfull by theLegislature withthe broad goalofleadingthewayin Education andCare—the first inthenation—wascreated “We have madetremendous progress thisyear, analyzing thechallenges andarticulating we Representative PatriciaHaddadandSenatorFrederick E.Berry In thesamebudget,stateprovided $4.6million Early Educationfor All Campaignleadersalsowere First, abrand-newconsolidatedDepartmentofEarly face andnow we are moving forward.” Ann Reale,Commissioner, DepartmentofEarlyEducation and Care (right),shownwithlegislativeleaders: 27 Brenda Barretto, Lead Teacher, Lead Teacher, Barretto, Brenda Ellis Memorial’s Early Education program “Our goal is to prepare children children prepare “Our goal is to not only for education but for life.” but for education not only for Leader. Both have exhibited an unwavering commitment commitment an unwavering Both have exhibited Leader. many other legislators, along with they, to this issue—and The of the state’s children. on behalf have worked hard a debt of gratitude to Senate President Campaign also owes DiMasi and Speaker Salvatore House Robert Travaglini, Co-chair of the Joint Committee Antonioni, Senator Robert their leadership. If this issue has reached on Education, for and the dedication through a tipping point, it arrived there working in persistence of a multitude of leaders, partnership on behalf of all of our children. As with all successful legislation, there are champions are As with all successful legislation, there who deserve to be applauded, including Representative who deserve to be applauded, including Committee on A. Haddad, who co-chairs the Joint Patricia Senate Majority E. Berry, Education, and Senator Frederick and visionary plan for the essential elements of a Massa- essential elements plan for the and visionary a received Program Pre-Kindergarten chusetts Universal The state’s lawmakers—in the vote of confidence. strong voted in favor of House and the Senate—unanimously early education to all voluntary high-quality providing The bill was in Massachusetts. aged children pre-school unanimous bipartisan but its Romney, vetoed by Governor to those who are legislative support is very encouraging dedicated to its goals. TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 27 Page PM 1:46 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 28
From left: Charmane Higgins, Benjamin Thompson and Monica Zeno-Martin TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 29
Turning the Corner in Workforce Development Seasoned and Emerging Leaders from Boston STRIVE
Benjamin F. Thompson is so passionate about preparing the next generation of leaders For Benjamin that when young people join his staff at Boston STRIVE, he tells them he wants them to stay Thompson, for a few years and then move on out. He encourages them to go back to school and get an issues related advanced degree or take on a role with more responsibility at another organization, ideally to succession as an executive director. For him, issues related to succession and leadership development and leadership are among the most important facing the African-American community in Boston today. development STRIVE is perhaps best known for being featured not once but three times on “60 are among the Minutes” for its highly-effective approach to workforce preparation, which includes weeks of most important intensive attitudinal training and two years of graduate follow-up. Boston STRIVE opened in facing the 1994 and has received major grants from the Boston Foundation, including start-up funding. African- Mr. Thompson has had two Deputy Directors he believes have great potential for American leadership. The first, Monica Zeno-Martin, already had been thinking about how important community in it is to teach people who are job hunting to present themselves well when she saw STRIVE Boston today. on “60 Minutes” and was hooked. She worked at Boston STRIVE for several years and then
was encouraged by Mr. Thompson to go back to school. Now, with a Masters in Education,
Human Development and Psychology from Harvard University, she is Director of Programs
for the Urban League of Eastern Massachusetts.
The current Deputy Director at Boston STRIVE, Charmane Higgins, won’t stay for
very long if Mr. Thompson has anything to say about it. A native of Hyde Park, she went
to Wellesley College for her BA and then to the University of Texas for her Master’s in Latin.
She came back to more familiar turf and worked at the Boston Private Industry Council while
getting her MBA from Simmons College. Even though a number of her friends are thinking
about moving to Atlanta or other cities that provide what they consider to be a better social
network for African Americans than Boston offers, Ms. Higgins is staying put. She and Ms.
Zeno-Martin have become friends and want to work together to encourage more mentoring
like the kind they have experienced from Benjamin Thompson. 29 TBF 2006AnnualReportText_1-36_rev12/12/061:46PMPage30 the RockefellerFoundation,Commonwealthof through acommitteethatincludedBostonarea foundations, provided thefinancialsupportforresearch andplanning the nationally-focused Annie E.CaseyFoundation,which The firstparticipantoutsideoftheBostonFoundationwas to plananambitiousworkforce developmentinitiative. the participationofgovernmentaswell. involving notonlylocalandnationalfoundationsbut development, amajorpartnershipwouldbenecessary, that inorder tohaveatruly significantimpactonworkforce for theirbusinessestothriveinMassachusetts.Herealized employers of unemployedorunderemployed workers,butalso two years,thetypicallengthoffederallyfundedprograms. funding—and thathadalifespanofmore thanoneor that wasnot Boston Foundation,hewantedtodesignaninitiative workforce developmentand civicengagementforthe development whoevaluatesproposals intheareas of man onamission. An experiencedleaderincommunity training inthiscountry, Angel Bermudezhasbeena Act radicallyshiftedandreduced fundingforworkforce 30 S How Great Leadership isWorking for “SkillWorks” Turning theCorner inWorkforce Development In 2000,heconvenedagroup ofpotentialfunders Above all,hewantedtoaddress theneedsnotonly ince 1998,whenthefederalWorkforce Investment who desperatelyneededucated,trainedworkers dependent onthemercurial flowofpublic development systeminMassachusetts.Thefirststrategy strategies—all designedtoradicallychangetheworkforce to workforce development. City outinfront ofothermunicipalitiesinitscommitment contribute $500,000annuallytotheinitiative,putting The BostonFoundationandtheCityofboth Commonwealth ofMassachusettsandtheCityBoston. partnership among12localandnationalfoundations,the Partners foraProductive Workforce tive radiatedfrom thosetwo primarygoals. skilled employeestheyneed. All ofthedetailsinitia- sustaining jobs—andhelpemployersfindandretain the to helplow-skilled,low-incomeresidents moveintofamily related totheissue. to influencepublicpolicypromote enlightenedlegislation the funds,coordinate activities anduseitsgrowing capacity the BostonFoundationwasinperfectpositiontomanage everyone involved—andthere wasanunderstandingthat Director ofJobsandCommunity Service. ship ofMayorThomasM.MeninoandConnyDoty, Massachusetts—and theCityofBoston,underleader- SkillWorks approaches itsgoalsthrough three bold The initiativethatemerged in2003iscalled The partnersagreed thatthe primarygoalsshouldbe Now theproject hadcaught theimaginationof , afive-year, $15million SkillWorks: TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:46 PM Page 31
.
“We are honored that SkillWorks is now a national model, with Baltimore, New York, Rhode Island, San Francisco and other cities and states launching initiatives based on our partnership.” Angel Bermudez, Senior Director of Grantmaking and Special Projects at the Boston Foundation. TBF 2006AnnualReportText_1-36_rev12/12/061:46PMPage32
32 SkillWorks. Women’s Hospital,becomingapowerfulspokespersonfor issue, withDr. GaryGottlieb,President ofBrighamand design andtheirleadershavesteppedoutinfront onthis professions. Thehospitalsare activelyengagedinprogram address laborshortagesinthealliedhealthandother two foundinghospitalsandotherhealthcare providers to One example:aprogram ofPartnersHealthCare workswith collaboration withemployers,suchasBoston’shospitals. industry-specific programs whichare designedin consists of“Workforce Partnerships”thattrainworkersin General Hospital andBrighamWomen’s Hospital—are working shoulder-to-shoulder with usto design ourprograms andhire “Our founding hospitals—Massachusetts our workers whenthey graduate.” Cynthia Briggs,Director ofPartnersin Career andWorkforce Development, a program ofPartnersHealthCare as $20millioninfederaldollarsforworkforce development. Employment andTraining Program couldgenerate asmuch directs thestatetomore fullyimplementtheFoodStamp demand/high-growth jobs. An additionalprovision that Speakers ofOtherLanguagesandtrainingforhigh- across thestatetoaccess Adult BasicEducation,Englishfor called Workforce SolutionsGroup, agranteeofSkillWorks. Workforce Solutions Act of2005,authored byacoalition provisions ofthebillwere basedinlarge partonthe Workforce CompetitivenessTrust Fund.Theworkforce workforce development—specifically, $11 millionfora enacted intolaw. Thebillincludes$24.5millionfor provisions ofthestate’sEconomic StimulusBillwere of thestorytookaverypositiveturnwhenworkforce enlightened publicpolicy. Thisyear, thepublicpolicypart provide workforce trainingandeducationadvocatesfor The $24.5millionwillhelpthousandsmore people The initiativealsostrengthens theorganizations that 33 Brigham and Women’s, with Brigham and Women’s, Gary Gottlieb, MD, MBA, President of MBA, President Gary Gottlieb, MD, Partners HealthCare graduate Oral Cambell graduate Partners HealthCare the visionary commitment of its its of the visionary commitment “The SkillWorks initiative reflects reflects initiative SkillWorks “The labor force and enabling us to provide provide enabling us to and labor force world class health care for our patients.” our for care health class world partners to developing a strong health care health a strong developing to partners Bank of American Charitable Gift Fund and Frank W. American Charitable Gift Fund and Frank W. Bank of America, N.A. Adams Memorial Fund, Bank of and Carl S. Boston 2004; the Boston Foundation; The Paul Trustee; Randolph Foundation; The William and Phyllis Fireman Hearst Foundation; The Hyams Foundation; The Robert Fund; The The John Merck Johnson Foundation; Wood Foundation; and the Rockefeller Foundation; State Street Bay. of Massachusetts United Way and Community Services, Conny Doty, Director of Jobs Director Conny Doty, Boston Redevelopment Authority Boston Redevelopment “Mayor Menino and I are Menino and I are “Mayor particularly excited about the particularly excited of fast-growing sectors, like the like sectors, fast-growing of industries. and hospitality hotel SkillWorks partnership’s support partnership’s SkillWorks We need more skilled workers and skilled workers need more We There is no better way to end this particular story way to end this particular is no better There this partnership will provide them.” them.” will provide this partnership about the power of great leadership and partnership leadership great about the power of committed members of the than to list the farsighted, of In addition to the City Funders group. SkillWorks and the Commonwealth Trust Jobs Boston’s Neighborhood 12 local and national foundations of Massachusetts, Foundation; Annie E. Casey involved: The are TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:47 PM Page 33 Page PM 1:47 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:47 PM Page 34
Seasoned Leader Carol Anderson (left) and Emerging Leader Aderinsola Okenla, who met through Ms. Anderson’s work on the board of Mother Caroline Academy & Education Center, a middle school in Dorchester, which Ms. Okenla attended. Born in Nigeria, Ms. Okenla is a nursing major at Boston College and plans to become a Nurse Practitioner specializing in neonatal medicine. If there was any question about whether these two women were meant to influence each others lives, it might be answered by the fact that Ms. Okenla and her family live on Maywood Street in Roxbury, the exact same street on which Ms. Anderson’s father lived some 80 years ago.
See page 39 for another Boston Foundation board member and emerging leader. 34 35 Geographic Distribution of Discretionary Grants Discretionary of Distribution Geographic The largest proportion of grant dollars from of grant dollars proportion The largest Selected Grants from Donor Advised Funds Donor Advised from Grants Selected established by people who want Advised Funds are Donor Many to be actively involved in the grantmaking process. the of these donors have a commitment to strengthening and take advantage of the community, Boston Greater knowledge the Boston Foundation has about the issues that that are organizations and the nonprofit pressing most are purposes listed for these grants no are There most effective. support. organizational generally for broad because they are Selected Grants from Designated Funds Designated from Grants Selected nonprofit Designated Funds go to specific Grants from by in keeping with the terms established organizations annual support provide donors over the years. These grants for many of the community’s most important institutions. no purposes listed for these grants because they are There support. organizational for broad generally are Discretionary Funds benefit Greater Boston as a Greater Funds benefit Discretionary whole (37%), or the City target of Boston and its individual neighborhoods (44%). Of the neighborhoods, North of funds go to Roxbury, percentage the largest Another 13% go to projects and East Boston. Dorchester state. that benefit the entire of these different kinds of funds. In the following lists, we briefly describe the purpose of each grant. this grantmaking, a this grantmaking, of group representative selected grants from all funds—Discretionary, Advised— Designated and in the presented are convey the full breadth of convey the full breadth All 2006 Grants Grants All 2006 Paid by Program Area Program by Paid All 2006 Grants Grants All 2006 Paid by Fund Type Fund by Paid n 2006, the Boston Foundation and its donors made close n 2006, the Boston Selected Grants from 2006 from Grants Selected to $64 million in grants to nonprofit organizations in the organizations to nonprofit to $64 million in grants To the country. and across Boston community Greater Selected Grants from Discretionary Funds Discretionary from Grants Selected for which the primary funds Funds are Discretionary They include: the may apply. organizations nonprofit and fund unrestricted Community Fund, which is the largest over of civic-minded Bostonians has been built by hundreds the years; Named Funds—often established to honor a Funds, and Field of Interest notable person or organization; of deeply about a specific area donors who care by created a combination made from community life. Many grants are I following pages, organized by broad categories. The by broad following pages, organized authorizes all grants. of Directors Foundation’s Board TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:47 PM Page 35 Page PM 1:47 12/12/06 Text_1-36_rev Report Annual 2006 TBF TBF 2006 Annual Report Text_1-36_rev 12/12/06 1:47 PM Page 36
SELECTED GRANTS Social Services
A total of $10,367,430 in grants was made in the area of Social Services. Here is a brief representative sampling from the three different types of funds.
Grants from Discretionary Funds
D.E.A.F., Inc., $50,000 $24,000 from the Kate Ellis Fund and $26,000 from the TBF Community Fund To provide bridge support while the organization implements a new development plan
The Greater Boston Food Bank, $50,000 $16,200 from the Arthur L. & Frances C. Sherin Fund, $7,200 from the Harcourt Family Fund and $26,600 from the TBF Community Fund For their Building Capacity through Technology Project
Parent/Professional Advocacy League, Inc., $40,000 $38,000 from the Louis Agassiz Shaw Fund and $2,000 from the TBF Community Fund For a network coordinator to oversee its network of 42 family support specialists
University of Massachusetts Boston Gerontology Institute, $40,000 $25,000 from the Frederika Home Fund and $15,000 from the Harry L. Nason Fund For support of the Elder Economic Security Standard Project Grants from Designated Funds
Boys and Girls Club of Watertown, $84,002 From the Charles T. Burke Fund for the Watertown Boys & Girls Club
Family Service Association of Greater Boston, $6,643 From the Lilian G. Bates Fund
Inquilinos Boricuas en Accion, Inc., $19,215 From the Jorge N. Hernandez Fund
Seeing Eye, Inc., $7,200 From the Blanche Hyslop Fund Grants from Donor Advised Funds
American Red Cross, $50,000 From the J. Jill Compassion Fund
Cooperative for Assistance and Relief Everywhere (CARE), $25,000 From the Ipswitch Fund
Family-to-Family Project, Inc., $1,000 From the Thomas E. and Barbara B. Leggat Fund
Home for Little Wanderers, $3,000 From the Whittier Family Charitable Fund
Pine Street Inn, $20,000 From the Doe Noordzij Fund 36 37 in grants was made in the area of Health. in grants was made the area Health $4,926,452 SELECTED GRANTS SELECTED A total of Grants from Discretionary Funds Discretionary from Grants Boston Public Health Commission the TBF Community Fund $100,000 from a citywide strategy to eliminate disparities in health outcomes For the Disparities Project, Dotwell, $50,000 the TBF Community Fund From and evaluation capacity of Dotwell build the research To Place, $25,000 Rosie’s the Jacoby Club of Boston Fund Fund and $2,900 from the Mary Denny Williston $22,100 from campaign For support of the Access to Addiction Treatment University of Massachusetts Boston, $20,000 the TBF Community Fund From program Rental Assistance for Families in Transition evaluate the state’s To Funds Designated from Grants Hospital Corporation, $14,820 Children’s Casey Fund the James F. From Massachusetts General Hospital, $3,728 Fund the Bill and Estelle Watters From $16,949 New England Sinai Hospital and Rehabilitation Center, Alberts Foundation Fund Aaron the Rae and From Northeast Health Foundation, $4,218 Kidder Fund Alice V. the From $56,146 New England Medical Center, Tufts Fund H. Levreault & Claire Levreault the Gerald V. From Funds Donor Advised from Grants Dana Farber Cancer Institute, $7,500 the Eisenson Family Fund From $3,000 Dimock Community Health Center, Family Fund Abromowitz/Ruttenberg the From Borders, $5,000 Doctors Without Allen Fund the Emily Tuckerman From Juvenile Diabetes Research Foundation International, $2,500 the Zarkin Family Fund From Here is a brief representative sampling from the three different types of funds. different the three sampling from is a brief representative Here TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:50 PM Page 37 TBF 2006AnnualReportText_37-88_rev12/12/061:50PMPage38
38 Here isabriefrepresentative samplingfrom thethree different typesoffunds. Roxbury Youthworks, Inc,$25,000 servicestonewcomers For thesecondphaseofexpandingESOL Shop Fundand$59,000from theTBFCommunityFund $34,500 from the Arthur L.&Irene S.Williston Trust forEducation,$6,500from theWindow English forNewBostonians,$100,000 To assistgraduatingBostonschoolstudentsastheytransitiontocollege $30,500 from theTBFCommunityFund $7,500 from theSolomon Agoos Fund,$2,000from theJamaicaPlainDispensaryFundand Bottom Line,$40,000 For theGrowing OurOwn:Boston’s Talent Pipelineproject From theTBFCommunityFund Boston PrivateIndustryCouncil,$75,000 Grants from Discretionary Funds From the Hope A. Williams Fund New England ConservatoryofMusic, Inc.,$50,000 From theCarol and Howard Anderson Family Fund Lesley University, $27,500 From theTopol FamilyFund Boston LatinSchoolAssociation, $11,000 From theRETQFund Boston FoundationPilot SchoolFund,$50,000 Grants from DonorAdvised Funds From theWilliam Morgan PalmerFund Harvard University, $3,000 From thePeterMarshallFrench MemorialFund Governor DummerAcademy, $4,205 From theJamesF. CaseyFund Cotting School,Inc.,$14,820 From theHancockEndowmentfor Academics, Recreation &Teaching Boston PlanforExcellenceinthePublicSchools Foundation,$84,158 Grants from Designated Funds For supportoftheFemaleFocusInitiativeforhighriskand adjudicatedgirls Sophia SnowFundand$1,700from theFrankB.andWatson G.Cutter $18,900 from theVirginia Herrick DeknatelFundforChildren’s Services,$4,400from the totalof A $18,011,352 SELECTED GRANTS Education in grantswasmadethearea ofEducation. TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 39
Seasoned Leader Lou Casagrande (left) and Emerging Leader Jamell Hankins, who works at the Children’s Museum, which Mr. Casagrande directs. Mr. Hankins was born in the Boston neighborhood of Dorchester. He attended Manatee Community College in Florida for his undergraduate work, but missed his home and family and returned to Boston. In his role at the Children’s Museum, he reaches out to the community to form partnerships with other educators and with young people to benefit all of the children of Greater Boston. He plans to attend University of Massachusetts/Boston to focus on enhancing his work with the young people of our community.
See page 44 for another Boston Foundation board member and emerging leader. 39 TBF 2006AnnualReportText_37-88_rev12/12/061:51PMPage40
40 Cultural Institutions, andHumanities Arts totalof A $7,494,504 Here isabriefrepresentative samplingfrom thethree different typesoffunds. To supportorganizational growth andcapacitybuilding $1,500 from theHoraceMosesFoundationFundand$48,500 from theTBFCommunityFund ZUMIX, $50,000 To developnewaudiencesfortheCenterLatinoArts From theTBFCommunityFund Inquilinos BoricuasenAccion,$55,000 To supportanexecutivedirector for thetheater $20,200 from the Anna FaithJones Arts Fundand$54,800from theTBFCommunityFund Central SquareTheater, $75,000 For theimplementationofanewstrategicplan $4,400 from theStephen&SybilStone Arts Fundand$70,600from theTBFCommunityFund Boston CenterfortheArts,Inc.,$75,000 Grants from Discretionary Funds From theMillRiver Fund Museum of Fine Arts,$50,000 From the Aliad Fund New England FoundationfortheArts, $5,000 From thePeter A. Brooke Fund Concord Museum,$5,000 From theDr. Jordan S.RuboyCharitable Fund Boston Lyric OperaCompany, $12,500 From thePetersenFamilyFund Boston Baroque,Inc.,$10,000 Grants from DonorAdvised Funds From theBradford Washburn Fund Museum ofScience,$52,575 From the Arthur FiedlerEsplanade ConcertsFund Boston SymphonyOrchestra,$81,107 From theBostonBallet–E.Virginia Williams EndowmentFund Boston Ballet,$97,631 From the Artists Foundation Endowment Fund Artists Foundation,Inc.,$7,164 Grants from Designated Funds in grantswasmadethearea ofCulturalInstitutions, Arts andHumanities. SELECTED GRANTS 41 in grants was made in the area of Conservation/Environment. of Conservation/Environment. in grants was made the area SELECTED GRANTS SELECTED Conservation/Environment $3,194,939 $3,194,939 Grants from Discretionary Funds Discretionary from Grants Island Alliance, Inc., $25,000 the TBF Community Fund From support the development of a strategic plan To $117,000 Rose Fitzgerald Kennedy Greenway Conservancy, the TBF Community Fund From parks the quality of Greenway support efforts to oversee planting and construction assure To of Reservations, $40,000 Trustees the TBF Community Fund From legal affiliation with the expenses associated with the Trustee’s For program Network Boston Natural Areas Zoo New England, $100,000 the TBF Community Fund From in a physical For the second phase of a strategic planning initiative which will result master plan and programmatic Funds Designated from Grants of Easton, $43,436 Natural Resources Trust Fund the Sheep Pasture From Allyn Cox Fund for Essex County Greenbelt, $16,124 Association the Essex County Greenbelt From Gaywest Farm Fund, $12,872 Sanctuary the Capen Hill Nature From New England Forestry Foundation Fund, $5,941 Foundation Fund the New England Forestry From Funds Donor Advised from Grants Inc., $30,000 Massachusetts Audubon Society, the GC & JW Lodge Fund From $10,000 Trust, Wildlife the Emily Zofnass Fund From Boston Natural Areas Network, $15,000 the Gilbert H. Hood Family Fund From $5,000 Conservation Trust, Wellfleet Fund the Ruth & Henry Walter From Here is a brief representative sampling from the three different types of funds. different the three sampling from is a brief representative Here A total of TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 41 TBF 2006AnnualReportText_37-88_rev12/12/061:51PMPage42
42 totalof A Here isabriefrepresentative samplingfrom thethree different typesoffunds. For thesecondyearofCORI(CriminalOffenderRecord Information)project From theTBFCommunityFund Massachusetts LawReformInstitute,$45,000 To replicate itsHomeBuyersUnion insuburbantownsandoutlyingBostonneighborhoods $30,000 from theWillis Munro Fundand$20,000from theTBFCommunityFund Massachusetts Affordable HousingAlliance,$50,000 For predevelopment activitiesfortheJacksonSquare RedevelopmentInitiative From theTBFCommunityFund Jamaica PlainNeighborhoodDevelopmentCorporation,$100,000 For consultantexpensesrelated toadvancingtheCollaborative From theTBFCommunityFund Fairmount IndigoLineCDCCollaborative,$40,000 Grants from Discretionary Funds From theBaupost Group CharitableFund Project HOPE, $12,500 From theWalter and Alice Abrams Fund Habitat forHumanity, $5,000 From the Yale andBarbaraRabin Fund Fair HousingCenterofGreater Boston,$2,500 From theChertavianFamily Fund Center forTeen Empowerment, $1,000 HoleFund From theButler’s Career Collaborative,$1,000 Grants from DonorAdvised Funds From theRubyC.EmersonFund Roxbury Multi-ServiceCenter, $5,711 From theCivicEngagementProject Fund Fenway CommunityDevelopmentCorporation, $30,000 From theGertrude HooperFund Community ResourcesforJustice,Inc.,$27,804 From theHomeFundersFund Chelsea NeighborhoodHousingServices,Inc.,$25,500 Grants from Designated Funds $5,985,716 Community Development SELECTED GRANTS in grantswasmadethearea ofCommunityDevelopment. 43 in grants was made in the area of Civic Affairs. Affairs. of Civic in grants was made the area Civic Affairs SELECTED GRANTS SELECTED $2,236,964 $2,236,964 A total of Grants from Discretionary Funds Discretionary from Grants City to Boston, $25,000 the TBF Community Fund From For planning and execution of the fall trip to Philadelphia general capacity building Inc., $150,000 City Year, the TBF Community Fund From for Civic Leadership of its Boston Alumni Program For year three Greater Four Corners Action Coalition, $30,000 the Horace Moses Foundation Fund From Justice Campaign focused on public transportation Environmental For the Coalition’s Inc., $75,000 One Family, the TBF Community Fund Adrien Blais Fund II and $72,800 from the J.E. $2,200 from expand the leadership curriculum of One Family Scholars program To Funds Designated from Grants $5,000 Improvement Society, Andover Village Goldsmith Fund the Bessie P. From Massachusetts Immigrant and Refugee Advocacy Coalition, $16,000 the English for New Bostonians Fund From $77,961 Social Law Library, the Social Law Library Endowment Fund From Funds Donor Advised from Grants Amnesty International of USA, Inc., $1,500 Levitt Family Fund the Joan and Theodore From $2,000 City Year, the Holland Family Fund From Massachusetts Advocates for Children, Inc., $8,000 the Hubie Jones Fund From Public Policy Institute, $10,000 the Barbara Lee Family Foundation From Here is a brief representative sampling from the three different types of funds. different the three sampling from is a brief representative Here TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 43 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 44
Seasoned Leader Gerald Chertavian (left) and Emerging Leader Lacy Garcia, who directs individual giving and government relations for Year Up, a nonprofit organization that Mr. Chertavian founded, which enables urban young adults to realize their potential through higher education and professional careers. Ms. Garcia grew up in Beverly, Massachusetts. She did her undergraduate work at Davidson College in North Carolina and earned a Master’s in Education at Hunter College in New York while teaching in Harlem. She then returned to Boston, working for The Bridgespan Group before going on to earn an M.B.A. from the Simmons School of Management. She is passionate about increasing access to education for our community’s young people.
See page 49 for another Boston Foundation board member and emerging leader. 45 Special Initiatives SELECTED GRANTS SELECTED Boston Tenant Coalition Boston Tenant Chelsea Collaborative Chinese Progressive Association Dudley Street Neighborhood Initiative Fenway Community Development Corporation East Boston Ecumenical Community Council Haitian American Public Health Initiatives Force Hyde Square Task Housing Alliance Massachusetts Affordable Massachusetts Association of Community Organizations for Reform Now $40,000 Waters, Bridge Over Troubled homelessness among high-risk youth to prevent Day Program For the Transitional $55,000 Family to Family, Partnership, a collaborative of six agencies For the Homelessness Prevention Massachusetts Coalition for the Homeless, $75,000 For the First Stop Initiative Place, $20,000 Rosie’s Program For the Homelessness Prevention Programs, $52,000 Victory Program For the Homelessness Prevention The Civic Engagement/Voter Initiative The Participation This initiative was established by the Boston Foundation and supported several voter turnout in low-income foundations. It is specifically focused on increasing In 2006, grants voter participation has been historically low. where neighborhoods to the following groups: awarded were Initiative Prevention Homelessness The of homelessness, by strategy of preventing champions the cost-effective This effort strategies that will keep families and individuals stable demonstrating the most effective that can place the wide variety of circumstances in their housing. The Initiative addresses people at risk, such as domestic violence, mental illness and substance abuse, or unexpected Health Plan, the Massachusetts Medical Society its partners—Tufts With financial reversals. Alliance Charitable Foundation, and the Starr Foundation—grants totaling $1,000,000 and some selected grants: are Here made in 18 organizations. were The Boston Foundation plays a leadership role in developing focused initiatives in key areas of in developing focused initiatives key areas The Boston Foundation plays a leadership role brief descriptions of the initiatives and a brief representative sampling of the grants from them. sampling of the grants from brief descriptions of the initiatives and a representative civic life where intensive involvement has the potential for significant impact. On these pages are intensive involvement has the potential for significant impact. On these pages are civic life where TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 45 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 46
The New Economy Initiative This five-year program was designed to increase digital equity for young people and adults in our community and enable them to succeed in the new economy. The initiative also built the technology capacity of nonprofit organizations in the area. All of these grants came from the New Economy Initiative Fund unless otherwise stated. Here are selected grants from 2006, which was the final year of this initiative:
Castle Square Tenants Organization, $45,000 To test Roofnet, an innovative, low-cost, experimental mesh wireless network and expand broadband Internet access in the 500-unit Boston housing development
Center to Support Immigrant Organizing, $60,000 For technology capacity building projects for immigrant led organizations
Local Initiatives Support Corporation (LISC), $45,000 For implementation of the third year of the Community Development Sector Technology Initiative
Organizers Collaborative, $25,000 For the second year of the Boston Organizational Divide Initiative
Museum of Science, $50,000 To support the activities of the Boston Wireless Task Force
Pilot School Initiative This initiative is designed to support Boston public schools interested in exploring the Pilot School model. Like charter schools, Pilot Schools have flexibility in hiring, scheduling, work rules and budgeting. In 2006, the Foundation made planning grants to the following schools:
Henry Dearborn Middle School
Thomas Edison Middle School
Thomas Gardner Elementary School
Sarah Greenwood School
John F. Kennedy Elementary School
John W. McCormack Middle School
SkillWorks SkillWorks is the single largest public/private investment in workforce development in Boston’s history. Through these investments, SkillWorks seeks to change the way employers hire and promote entry-level workers from Boston’s neighborhoods by promoting partnerships between employers community training organizations. Funding partners include the City of Boston, the Commonwealth of Massachusetts and other local and national funders. 46 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 47
These grants were made through Skillworks in 2006:
Action for Boston Community Development, $50,000
Asian American Civic Association, $330,000
International Institute of Boston, $330,000
Jamaica Plain Neighborhood Development Corp., $330,000
Partners HealthCare, $330,000
Voice and Future Fund, $345,000
The Women’s Union, $300,000
Out of the Blue Grants This special program makes unsolicited, unrestricted grants of $75,000 to nonprofit organizations that have strong leadership, and engage in outstanding work. The goal is to advance priority work in sectors of major interest to the Boston Foundation and to provide timely support to highly effective organizations. All of these grants were from the TBF Community Fund and made in 2006. This year’s recipients were:
Chelsea Human Services Collaborative Formed in 1988 to foster increased collaboration between human service agencies and community groups in Chelsea, the Collaborative’s mission is to empower Chelsea residents and organizations to enhance the social, environmental and economic health of the community and its residents. It carries out its mission through community organizing, technical assistance and the development of new programs.
Health Care for All Health Care for All was founded in 1975 as a movement of empowered people and communities with the goal of creating a health care system that is responsive to the needs of all people, particularly the most vulnerable. It engages in policy advocacy, community organizing and other activities and enjoys a national reputation as a leader in the field of consumer-based health access advocacy.
Jewish Vocational Service Established in 1938, Jewish Vocational Services is a nonsectarian agency that provides extensive educational, skills training, career counseling, testing and job placement services to primarily poor people in Greater Boston. Its mission is to help individuals find employment, build careers and partner with employers to hire and train productive workforces.
Crime and Justice Institute A division of Community Resources for Justice, the Crime and Justice Institute is a nonpartisan “think tank” organization that advances enlightened policies and innovative strategies for administering criminal and juvenile justice through research, advocacy, consulting and technical assistance services. It envisions criminal/juvenile justice and social welfare systems that are fair, humane, results-driven and cost-effective. 47 TBF 2006AnnualReportText_37-88_rev12/12/061:51PMPage48 experience andtheirwisdom. We are grateful for theircommitment of time, their following peoplewere engagedinourwork. Asof theprintingof thisreport, the groups vary insize andmission, butnotinimportance. convenes groups of experts to inform its thinkingin10different sectors of community life. These SkillWorks initiative hasanextensive list of engagedfunders—and theBoston Indicators Project Inaddition,the Foundation’s activities inavariety of areas, suchaseducation andhousing. to ourwork, anumberof advisory committees andtask forces are convened to inform the In theBoston Foundation’s continuing campaign to bringnew voices andcommunity expertise and Task Forces Boston Foundation Advisory Groups 48 Stella Aguirre McGregor, Executive Director, CloudFoundation Charlie McDermott,DeputyDirector, Massachusetts Michael Maso,ManagingDirector, Huntington Theatre Company Mimi LaCamera,President, Freedom Trail Foundation Mary Kelley, Director, Massachusetts CulturalCouncil Marty Jones,ExecutiveDirector, Celebrity Series Joni Jaxtimer, Director ofCorporate Affairs, Mellon NewEngland Dan Hunter, Executive Director, Massachusetts Advocates Barbara W. Grossman, Chair, DepartmentofDramaandDance, Carol B.Fulp, Vice President, CommunityRelations,John Julie Burns,Director, Office of Arts, Tourism Mayor’s and Sean Buffington, Associate Provost andDirector ofCultural Roger H.Brown, President, BerkleeCollegeofMusic Rebecca Blunk,NewEnglandFoundationforthe Arts Josh Basseches,ChiefOperatingOfficer, PeabodyEssexMuseum Jon Abbott, ExecutiveVice President, WGBH Ann McQueen,SeniorProgram Officer, BostonFoundation, Louis Casagrande,President, TheBostonChildren’s Museum, andCultureArts Advisory Committee Advisory Committees Cultural Council for the Arts SciencesandHumanities Tufts University Hancock Special Events Programs, Harvard University Co-Chair Co-Chair Nina Zannieri,ExecutiveDirector, Paul Revere House Valerie Wilder, ManagingDirector, BostonBallet Jason Weeks, ExecutiveDirector, Cambridge Arts Council Julia Toulmin, ManagingDirector, Philanthropic Advisors LLC Joe Spaulding,President andCEO,Wang Centerforthe Candelaria Silva,Director, ACT RoxburyConsortium Klare Shaw, Senior Associate, TheBarrFoundation Gil Rose, Artistic Director, BostonModernOrchestra Project Susan Rogerson,ExecutiveDirector, Artists forHumanity Malcom Rogers, Anne andGrahamGundDirector, Museumof Jeff Poulos,Executive Director, StageSource Gioia Perugini, Program Officer, SelectClientServices, Richard Ortner, President, BostonConservatory Amanda Northrop, SeniorOfficer, StateStreet Foundation Margaret Morton,Vice President forProgram, Beverly Morgan Welch, ExecutiveDirector, Museumof African Ioannis Miaoulis,President andDirector, MuseumofScience Jill Medvedow, JamesSachsPlautDirector, Instituteof Angela Browne, Adjunct Lecturer, DepartmentofHealthPolicy Pat Bradley, Assistant Secretary, Executive Office ofPublicSafety Cathleen Bennett, Director of Training, CommitteeforPublic Frank Hartmann,ExecutiveDirector andSenior Research Fellow, Community Safety Advisory Committee Performing Arts Boston Fine Arts, Hemenway andBarnes Fidelity Foundation American History Contemporary Art and Management, Harvard SchoolofPublicHealth Counsel Services Program inCriminalJustice, Chair TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 49
Seasoned Leader Catherine D’Amato (seated) and Emerging Leader Danny Nally. The two met when Mr. Nally was nine years old and learned that the Greater Boston Food Bank, which Ms. D’Amato directs, had fallen short of its goal to provide all of the area’s families with turkeys for Thanksgiving. Mr. Nally and his six-year-old sister went door-to-door in their Westwood, Massachusetts neighborhood, raising enough resources to provide 36 turkeys. Since then, “Turkeys 4 America” has provided more than 2.5 million servings of turkey to the needy at Thanksgiving. Mr. Nally, who is a Freshman at Harvard University, plans to inspire other young people to discover the satisfaction that comes with giving.
See page 54 for another
Boston Foundation board member 49 and emerging leader. TBF 2006AnnualReportText_37-88_rev12/12/061:51PMPage50 Milton L.Wright, Jr., Presiding Justice,RoxburyDistrictCourt Willie Rodriguez,ExecutiveDirector, La Alianza Hispana,Inc. Rev. EugeneF. RiversIII,Chairman,NationalTen Point Gloria Cross Mwase,Coordinator, MakingConnections, Annie E. Jack McDevitt,Director, CenterforCriminalJusticePolicy Ralph MartinIII,FormerDistrict Attorney, Suffolk Countyand Jennifer Machonochie,Director, Office ofStrategicPlanningand Doug Lomax,Substance Abuse Coordinator, BostonMunicipal Tracy Litthcut,SeniorCoordinator, Office ofHighSchoolRenewal Michael Kozu,CommunityCoordinator, Project R.I.G.H.T Policy andManagement,JohnF. KennedySchool,Harvard Scott Harshbarger, FormerMassachusetts Attorney General, Rev. RayHammond,Pastor, Bethel AME Church, Boston Robert Gittens,Vice President ofPublic Affairs, Shirley Fan,ExecutiveDirector, Asian Task Force Against Christine Coles,ChiefofStaff, ExecutiveOffice ofPublicSafety 50 Paul Reville,President, Rennie CenterforEducationResearch and Earl MartinPhalen, Co-founder, BELL James Peyser, Chairman, MassachusettsBoard ofEducation Caprice Taylor Mendez,Director, BostonParents Organizing Mary JoMeisner, Vice President forCommunications, Claudio Martinez,ExecutiveDirector, HydeSquare Task Force Karen Mapp,DeputySuperintendentforFamily andCommunity Mary Lassen,SeniorFellowin PublicPolicy, TheBoston Terry Saunders Lane,Vice President forProgram, TheBoston Kathy Kelly, MassachusettsTeachers Association Ellen Guiney, ExecutiveDirector, TheBostonPlanforExcellence Paul Grogan, President andCEO,TheBostonFoundation Chris Coxon,DeputySuperintendent,Teaching andLearning, Ann Coles,Project Director, PathwaystoCollegeNetwork William Boyan,FormerPresident andCOO,JohnHancock Spencer Blasdale,Chairman,MassCharterSchool Association James Darr, SeniorFellowinPublicPolicy, Education Advisory Committee Leadership Foundation Casey Foundation Research, NortheasternUniversity Partner, BinghamMcCutchenLLP Resource Development,BostonPoliceDepartment Court University Toomey &Lehane,LLP Head ofHarshbarger GovernancePractice,Murphy, Hesse, Foundation Board Chair Northeastern University Domestic Violence, Inc. Policy Network Foundation Community RelationsandPublic Affairs, TheBoston Engagement, BostonPublicSchools Foundation Foundation Boston PublicSchools Financial Services;member, BostonSchoolCommittee The BostonFoundation,Chair Richard Ward, SeniorProgram Officer, TheBostonFoundaiton Robert Wadsworth, Program Director, TheBostonFoundation Miren Uriarte,M.D,Director, GastonInstitute,UMassBoston Klare Shaw, Senior Associate forCommunityDevelopment,The Jacqueline Rivers,ExecutiveDirector, MathPower, Northeastern Azzie Young, Ph.D.,ExecutiveDirector, MattapanCommunity Jacob Smith Yang, ExecutiveDirector, Massachusetts Asians Judy Swahnberg, Board Member, KennethB.SchwartzCenter Valerie Sullivan,Director ofMarketing,PfizerPharmaceuticals Deborah Prothrow-Stith, M.D., Associate Dean,Harvard Schoolof David Nathan,M.D.,President Emeritus,DanaFarberCancer Joyce Murphy, President, CaritasCarneyHospital John McDonough,ExecutiveDirector, HealthCare for All James Mandell,M.D.,President andCEO,Children’s Hospital Peter Koutoujian,Representative andChair, Healthcare James Hunt,President &CEO,MassachusettsLeagueof Lula Christopher, ExecutiveDirector, BostonBlackWomen’s Elizabeth Childs,M.D.,Commissioner, Massachusetts Harris Berman,M.D.,Dean,PublicHealthandProfessional John Auerbach, ExecutiveDirector, BostonPublicHealth Hortensia Amaro, Ph.D.,Director, InstituteonUrbanHealth, Stuart Altman, Professor ofNationalHealthPolicy, Brandeis Malcolm Sherman,Chairman,Gordon Brothers Group, Jackie Jenkins-Scott,President, WheelockCollege, Health Care Advisory Committee Elizabeth Doyle, Assistant Director forHousingDevelopment, Jennifer Day, Manager, MassachusettsMedicalSocietyand Carol Collins,Director ofHousingManagement,Massachusetts Ed Sanders-Bey, Assistant Commissioner, Massachusetts Susanne Beaton,OneFamily Campaign Director, OneFamily, Inc. Robyn Alie, Manager, MassachusettsMedicalSocietyand Alliance Cindy Rizzo,FormerDirector ofGrantmaking, TheBoston Homelessness Prevention Advisory Committee Barr Foundation School ofEducation Health Center and PacificIslandersforHealth Group Public Health Institute Committee, MassachusettsHouseofRepresentatives Community HealthCenters Health Institute Department ofMentalHealth Degree Programs, Tufts UniversitySchoolofMedicine Commission Northeastern University University Department of Neighborhood Development,CityofBoston Alliance Charitable Foundation Department ofHousingandCommunity Development Department ofTransitional Assistance Charitable Foundation Foundation, Chair Co-Chair Co-Chair 51 Policy and Planning, Tufts University Policy and Planning, Tufts Planning Association Corporation Department of Urban Studies, MIT Community Development Corporations Authority Development, City of Boston Neighborhood Development Corporation Department of Housing and Community Development Events The Boston Affairs, Community Relations and Public Foundation Contemporary Art Rachel Bratt, Professor, Department of Urban and Environmental Rachel Bratt, Professor, Eva Clarke, Consultant Development Winn Larry Curtis, Managing Partner, Citizens Housing & Gornstein, Executive Director, Aaron Al Kaneb, The Barnstable Corporation Urban Edge Development Mossick Hacobian, Executive Director, Authority Boston Housing Sandra Henriquez, Director, of City and Regional Planning, Langley Keyes, Professor Association of Massachusetts President, Joe Kriesburg, Keen Development Corporation President, Robert H. Kuehn, Jr., Boston Redevelopment of Research, Lima, Director Alvaro of Operations, Department Director Joanne Massaro, Madison Park Community Jeanne Pinado, Executive Director, of Rental Development, MassHousing Robert L. Pyne, Director MassDevelopment Chair, Vice David Squire, Kirk Sykes, New Boston Fund, Inc. for Policy Development, Deputy Director Young, Sarah Irene Browne Grimm Browne Irene and Special Arts, Tourism of Boston Office Julie Burns, Director, The Standard-Times Publisher, Kennedy, T. William Private Bank The Citigroup President, Kent Lucken, Vice Company Huntington Theatre Michael Maso, Managing Director, for Communications, President Vice Mary Jo Meisner, Institute of James Sachs Plaut Director, Jill Medvedow, Associates, Ltd. Peter Nessen, Chairman, Nessen Inc. Conventures, Dusty Rhodes, President, Chair Co-Chair Shelter Alliance University of Massachusetts Boston Research, Homeless Partnership Health Plan Tufts and Volunteerism, Department of Housing and Community Development Assistance Corporation Assistance, Massachusetts Department of Housing and Community Development Health Plan Northeastern University Policy, Co-Chair Co-Chair Sciences and Humanities, Foundation Hotel Amy Anthony, President, Housing Investments Inc. President, Anthony, Amy The Center for Urban and Regional Barry Bluestone, Director, Joseph Finn, Executive Director, Massachusetts Housing and Joseph Finn, Executive Director, Center for Social Policy Donna Haig Friedman, Ph.D., Director, Massachusetts Coalition for the Executive Director, Robyn Frost, City of Boston Shelter Commissioner, James Greene, Boston Housing Metropolitan Julia Kehoe, Executive Director, Community Partnerships Anne Marie Boursiquot King, Manager, Hope Project Executive Director, Leonard, Margaret Paul Nixon, Housing Management Specialist, Massachusetts of Family Housing Services, Alison Rice, Director Public Housing and Rental Associate Director, Slotnick, Marc Tufts Assistant Medical Director, M.D., Abrams Weintraub, Toni Development Housing and Economic Committee Advisory Housing Partners, Inc., Eleanor White, President, Foundation the Boston by Convened Forces Task to all sectors from leaders community made up of forces task convenes Foundation Boston The by informed are forces Task Boston. Greater facing challenges pressing the most of some tackle public policy involving often action plans, and create Foundation the Boston by supported research and region. this city the people of for progress real make to initiatives, Campaign for Cultural Facilities Task Force Task Facilities Cultural for Campaign and CEO, The Boston Foundation, President Paul S. Grogan, Mary Kelley, Executive Director, Massachusetts Cultural Council, Executive Director, Mary Kelley, Arts, Advocates for the Massachusetts Director, Dan Hunter, Jonathan Abbott, Vice President and COO, WGBH Educational President Abbott, Vice Jonathan Ozzie Alvarez, Boxcar Media & Williamstown Advocate Boxcar Media & Williamstown Alvarez, Ozzie The Beal Companies Robert Beal, President, Museum The Children’s Louis Casagrande, President, Center and Seaport Trade and CEO, World President John Drew, TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 51 TBF 2006AnnualReportText_37-88_rev12/12/061:51PMPage52 Bonnie Michelman, Director, Police,SecurityandOutside Jack McDevitt,Director, CenterforCriminal JusticePolicy Office, Cityof Larry Mayes,ChiefofHuman Services,Mayor’s Lori Kipnis,HumanResources Director, Boysand GirlsClubsof Tom Jones,Vice President andCounsel,TheEmployers’Resource Jim Hunt,President andCEO,Massachusetts Leagueof Rev. RayHammond,Chair, BostonFoundationBoard; Pastor, Lewis Finfer, MassachusettsCommunity Action Network Haywood Fennell,FounderandPresident, StanleyJonesClean Len Engel,CriminalJusticePolicyandProject Consultant,The Marc Draisen, ExecuitveDirector, Metropolitan Area Planning Tom Coury, ExecutiveDirector, Gardiner HowlandShaw Elyse Clawson,ExecutiveDirector, TheCrimeandJustice Sheriff Andrea Cabrall, Suffolk CountySheriff Betsy Pattullo,President andCEO,BeaconHealthStrategiesLLC, Mary JoMeisner, Vice President forCommunications,Community James Klocke,ExecutiveVice President, Greater BostonChamber Ted Carman,President, Concord Square Development Company Barry Bluestone,Director, CenterforUrbanandRegionalPolicy, Robert Beal,President, TheBealCompanies Executive CommitteeMembers Eleanor White,President, HousingPartners,Inc., Jerry Rappaport,President, NewBostonFund, Robert Smyth,President, CitizensBank,Massachusetts, Lawrence S.DiCara,Partner, NixonPeabody, Co-Chair Commonwealth HousingTask Force David Willard, Vice President, CapeCodFive CentsBank Kendall Wallace, Publisher, LowellSun Joseph Thompson,ExecutiveDirector, MassMoCa David Starr, President, SpringfieldRepublican Helen Spaulding,FormerChair, TheBostonFoundation Susan L.Solomont,SeniorFellow, ThePhilanthropic Initiative Malcolm L.Sherman,Chairman,Gordon Brothers Group Dr. RobertRosenthal,President andCEO,TekCel 52 Bob Gittens,Vice President ofPublic Affairs, Northeastern Task Force onCORI Employer Regulations Research, NortheasternUniversity Boston Boston Group, Associated IndustriesofMassachusetts Community HealthCenters Church Bethel AME Slate Project Crime andJusticeInstitute Council Foundation Institute Co-Chair Relations andPublic Affairs, TheBostonFoundation of Commerce Northeastern University University, Co-Chair Co-Chair Co-Chair Co-Chair Angel H.Bermudez,SeniorDirector ofGrantmakingandSpecial workforce developmentinitiativeinBoston’shistory: members represent thefunders thatcontributetothelargest which iscoordinated bytheBostonFoundation.Thefollowing the CommonwealthofMassachusettsandCityBoston, $15 millionpartnershipamong12localandnationalfoundations, SkillWorks: PartnersforaProductiveWorkforce, isafive-year, The SkillWorks Funders Group also subcommittees listed. following Convening Groups. Insomeofthesectors,there are measure progress across 10sectors,whichisinformedbythe and itsbiennialreports andwebsite(www.bostonindicators.org) Authority andtheMetropolitan Planning Council. TheProject in partnershipwiththeCityof Boston/BostonRedevelopment The BostonFoundationcoordinates theBoston IndicatorsProject Convening Groups The Boston Indicators Project Christie Getto Young, SeniorDirector, PublicPolicy, UnitedWay Beth Smith,ExecutiveDirector, TheHyamsFoundation Office Dan Singleton,DeputyDirector of Adult Services,Mayor’s Amanda L.Northrop, SeniorOfficer, StateStreet Foundation Rowan Murphy, Program Consultant,TheJohnMerck Fund Melinda Marble,ExecutiveDirector, OneFamily Jennifer James,DeputyDirector ofWorkforce Development, Bob Giloth,Director, FamilyEconomicSuccess,The Annie E. Sallie Petrucci George, Program Associate, TheRobertWood Sharon Driscoll, Vice President, CharitableManagementServices, Conny Doty, ExecutiveDirector, Office ofJobsand Mayor’s Annie Chin–Louie,Director, CommunityInvestments,United Victor Capoccia,SeniorProgram Officer, TheRobertWood Angela Brown, Program Officer, TheHyamsFoundation Sue Beaton,Director, OneFamilyCampaign/Fireman Foundation Ken Barnes,DeputyDirector forPlanningandPolicy Michael Weekes, ExecutiveDirector, MassachusettsCouncilof Richard Ward, SeniorProgram Coordinator, TheBoston Jennifer Vorse, Program Coordinator, TheBostonFoundation Ben Thompson,ExecutiveDirector, STRIVE Barbara Rosenbaum,ExecutiveDirector, JewishVocational Projects, TheBostonFoundation, of MassachusettsBay of JobsandCommunityServices Campaign/Fireman Foundation Massachusetts DepartmentofWorkforce Development Casey Foundation Johnson Foundation Bank of America PrivateBank Community Services Way of MassachusettsBay Johnson Foundation Development, Mayors’Office ofJobsandCommunityServices Human ServiceProviders Foundation Services Services, MassachusettsGeneralHospital Chair TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 53
Civic Health Higher Education: Plenary: Jackie Jenkins-Scott, President, Wheelock College Sayra Pinto, Associate Vice President for Inclusion and Robert V. Antonucci, former Commissioner of Education, Community Learning, Mount Wachusett Community College Commonwealth of Massachusetts, President, Fitchburg State College Electoral Politics: Gibrán Rivera, Organizer, The Public Policy Institute Environment New Leadership: Lois Adams, Chief of Pesticides, Toxics and Urban Programs, EPA Joel Barrera, Project Director, Commonwealth Legislative Seminar New England & Project Director, Metro Mayors’ Coalition Valerie Burns, President, Boston Natural Areas Network Patricia Neilson, Associate Director, Center for Collaborative Vivien Li, Executive Director, The Boston Harbor Association Leadership, UMass-Boston Race and Ethnicity: Housing Beverly Morgan-Welch, Executive Director, Museum of Plenary: Afro-American History Barry Bluestone, Director, Center for Urban and Regional Policy, Jeff Stone, Steering Committee Co-Chair, City-Wide Dialogues Northeastern University on Boston’s Ethnic and Racial Diversity Jeanne Pinado, Executive Director, Madison Park Community Social Capital: Development Center David Crowley, President, Social Capital, Inc. Affordable Housing: Sayra Pinto, Associate Vice President for Inclusion and Gail Lattimore, Executive Director, Codman Square Community Learning, Mount Wachusett Community College Neighborhood Development Center Volunteerism: Aaron Gornstein, Executive Director, Citizens’ Housing and Patrice Keegan, Executive Director, Boston Cares Planning Association Sharon Reilly, Director of Community Relations, The Food Project Market-Rate/Mixed-Income Housing: Kirk Sykes, President, New Boston Urban Strategy America Fund Cultural Life and the Arts Robert C. Gehret, Deputy Director, Policy Development and Bill Nigreen, Principal, Facilitation for Social Change Research Division, Department of Neighborhood Candelaria Silva-Collins, Director, ACT Roxbury Development, City of Boston Smart Growth/40R-40S: Economy Marc Draisen, Executive Director, Metropolitan Area Planning Michael Goodman, Director of Economic & Public Policy Council Research, The Donahue Institute, UMass, and President, Kristina Egan, Executive Director, Massachusetts Smart Growth The New England Economic Partnership Alliance Gail Snowden, Chief Financial Officer and Treasurer, Preservation/Expiring Use: The Boston Foundation Michael Gondek, Executive Director, Massachusetts Community Economic Development Assistance Corporation Education Plenary: Public Health Robert Giannino-Racine, Executive Director, ACCESS Elmer Freeman, Executive Director, Center for Community Health Klare Shaw, Senior Associate, Barr Foundation Education, Research and Service 0-5/Early Education: Debbie Klein-Walker, Principal Associate, Abt Associates Amy O’Leary, Deputy Campaign Director, Strategies for Children/Early Education for All Campaign Public Safety Marchelle Raynor, Program Director, Head Start Jorge Martinez, Executive Director, Project RIGHT Laurie Sherman, Mayoral Advisor, Education, Health, Jack McDevitt, Associate Dean of Graduate Studies, Institute on Human Services, City of Boston Race and Justice, Northeastern University K-12: Thabiti Brown, Academic Dean, Codman Academy Technology Suzanne Lee, Principal, Josiah Quincy School Steve Gag, Technology Advisor, Mayor Thomas M. Menino’s Office Out-of-School Time: Pat Toney, Programs & Development Specialist, The Timothy Mariel Gonzales, Vice President, Boston After School and Beyond Smith Network Mia Roberts, Chief Operating Officer, Big Sister Association of Greater Boston Transportation Community Colleges: Richard Dimino, President & CEO, A Better City Sayra Pinto, Associate Vice President for Inclusion and Vineet Gupta, Director of Policy and Planning, City of Boston Community Learning, Mount Wachusetts College Transportation Department Mary Lassen, former Executive Director, The Women’s Union, Stephanie Pollack, Senior Research Associate, Center for Urban Senior Fellow in Public Policy, The Boston Foundation and Regional Policy, Northeastern University 53 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 54
Seasoned Leader Paul S. Grogan (left) and Emerging Leader Stephen Chan. They met in 2004 when Mr. Chan joined the Boston Foundation as a “John Gardner Public Service Fellow,” working closely with Mr. Grogan, who is President and CEO of the Foundation. Mr. Chan became so invaluable to Mr. Grogan that one year later he joined the staff as Special Assistant to the President. A California native and graduate of Stanford University, today Mr. Chan is an M.B.A. candidate at Harvard Business School. He plans to apply the wisdom he is gaining at Harvard to the future vitality of the nonprofit sector—and to encourage other M.B.A. students to consider doing the same.
See page 59 for another Boston Foundation board member and emerging leader. 54 55 The Foundation also sponsors special funding Named Funds (established to honor a special person or Funds, which focus and Field of Interest organization), such as health or education. of interest, on general areas intensive involvement in a particular initiatives when more or sector has the potential for significant impact. issue area Discretionary grantmaking from In addition to regular (RFPs) and other information Funds, Requests for Proposals posted about special initiative funding opportunities are on the Foundation’s website at www.tbf.org. Apply? Can Who Form The Boston Foundation welcomes Pre-Application Boston area in the Greater organizations submissions from tax exempt under section 501(c)(3) of the Internal that are is new and not yet tax- Revenue Code. If an organization exempt, it may submit an application with the assistance of to serve as a fiscal that has agreed a tax-exempt organization first-stage process. is a required agent. The Pre-Application Scope Geographic for a list of all should visit www.tbf.org Organizations the cities and towns in which Foundation funds projects although the Foundation will fund statewide and programs, is a strong when there advocacy or policy research Boston connection with and influence upon its Greater policy interests. The Boston Foundation supports organizations and The Boston Foundation supports organizations While most grantmaking activity falls within estab- its The Boston Foundation makes grants from he Boston Foundation invests in nonprofit organiza- he Boston Foundation invests in nonprofit T tions that are essential partners in the task of creating a essential partners in the task of creating tions that are that is the center of innovation area livable metropolitan The Boston Foundation helps these and opportunity. to: adapt to changing times and circum- organizations stances; generate and implement innovative ideas barriers to equal opportunity. and address programs; In all of its work, the Boston Foundation has a particular concern for low-income and disenfranchised communities and residents. designed to help advance the Foundation’s goals programs strategic priority areas Three in a variety of subject areas. Housing and Community Development; Education; are: include: Development. Other funding areas and Workforce Civic Engagement; Economic Develop- Arts and Culture; Health and Human Services; ment; Out-of-School Time; Sector; and the Urban Environment. the Nonprofit and initiatives, the Boston Foundation lished focus areas for the support of is open to a wide range of requests that further its mission. innovative ideas and projects Funds on a semi-annual basis. Discretionary Discretionary and allow the Foundation unrestricted, largely Funds are of flexibility in grantmaking. They degree the greatest fund, unrestricted include the Community Fund (the largest donors since 1915), of generous contributed to by hundreds Applying for a Grant Applying for TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 55 TBF 2006AnnualReportText_37-88_rev12/12/061:51PMPage56 Project orprogram support types ofgrants: Generally, theBostonFoundationmakesfollowing Types of Support and March 15. and February 15,withfullproposals dueonSeptember15 priorities andgoals,notifyingorganizations on August 15 applicants whoseworkbestadvancestheFoundation’s The Foundationwilltheninvitefullproposals from Deadlines for Deadlines Support forSupport planning Advocacy andpublicpolicyresearch 56 Organizational support action; ventures; models andpromote collaborativeandinnovative improve thequalityoflifeinourcommunity, testnew new populations;and and opportunities,provide fortheinclusionof to assesscommunityneeds,respond tonewchallenges environments. and demandsoftheircommunitiesbroader organizations keeppacewiththechanging requirements of nonprofit organizations andsupport thathelps Pre-Application Forms to enableorganizations andresidents to developandbuildthecapacity for community-basedefforts that that islinkedtospecific are July1andJanuary5. the Foundationat(617)338-1700formore information. specific populations.Interested organizations mayalsocall of theFoundation’sgrantmakingsectors,andpriorities for information aboutthehighestfundingprioritiesin each website containstheon-line of theBostonFoundation’sgrantmakingprocess. The where extensiveinformationisavailableabouteveryaspect strongly encouragedtovisitthewebsiteatwww.tbf.org, Those organizations interested inapplyingforfundingare Please Visit www.tbf.org Before Applying website atwww.tbf.org. community andavailableontheBostonFoundation’s Proposal (RFP)process, andwidelycommunicatedtothe Initiative fundingisannouncedthrough aRequestfor involvement hasthepotentialforsignificantimpact. focused initiativesinkeyareas where more intensive The Foundationplaysaleadershiprole indeveloping Special Initiatives Pre-Application Form , TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 57
Establishing a Fund
Boston Foundation donors want to make a real Designated Funds A Designated Fundallows donors to difference with their philanthropy, and they know that the provide annual support to organizations in Greater Boston
Boston Foundation has the capacity to help them do just or across the United States that have made a difference in
that. The Foundation offers a variety of fund options to their lives and the lives of loved ones.
meet donors’ needs—from flexible funds that can be used to benefit Greater Boston to Donor Advised Funds that engage The Civic Leadership Fund donors who want to be actively involved in their giving. at the Boston Foundation
It’s quick and easy to establish a fund at the Boston The Civic Leadership Fund fuels the ‘beyond grantmaking’
Foundation—even if gifts are complicated, such as gifts of work of the Boston Foundation—including researching
restricted stock or real estate. And as the partnership with problems that are challenging Greater Boston, bringing
the Boston Foundation deepens, donors have access to some people together to exchange information and ideas,
of the most exciting information and events about today’s encouraging cross-sector partnerships, and creating action
Greater Boston community. plans for change in areas like affordable housing, workforce
development, and education. Endowing Boston
To benefit this community, now and for future generations, Donor Advised Funds
many donors choose to establish a charitable legacy that Donor Advised Fundsoperate much like private foundations,
will carry their name and charitable interests in perpetuity. but without the administrative burdens or paperwork.
Donors can choose from three basic types of funds. Donors are able to make contributions to nonprofit
organizations anywhere in the United States—even The Community Fund An unrestricted gift to Boston’s internationally. And, for those want some assistance with primary endowment,The Community Fund, can be made their giving, Boston Foundation donors have access to a with the knowledge it will always be applied to the most knowledgeable and experienced staff that can help guide pressing community needs by a staff that is in close touch their giving as little or as much as they would like. with the issues challenging Greater Boston.
Field of Interest Funds By establishing a Field of Interest The Many Ways of Giving
Fund, donors can focus their gift on the area of community Donors can work with the Boston Foundation to maximize
life that they care about most—such as promoting excellence their financial opportunities for themselves, their heirs—
in education for all children, addressing the health care needs and the charitable causes they care about most. The Boston
of the most needy, or supporting arts and culture. Foundation offers a full range of ways of giving: 57 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 58
Cash Contributions effective and timely programs already receiving grants from
Cash is the easiest way to establish a fund or add to the Foundation. Donors are invited to special briefings on
an existing fund. topics of current interest with leaders in the field—and given
the opportunity to become involved on a series of levels with Gifts of Appreciated Assets the civic leadership work of the Foundation. Stocks and bonds, including restricted stock, pre-IPO
stock, mutual funds, certain closely-held stock and
readily marketable real estate—a wide variety of Advantages of Partnering with the
assets may be used to establish a fund, add to a fund Boston Foundation
or create a planned or legacy gift. Like many other excellent gift fund services, the Boston Foundation offers: Assets from a Private Foundation • Simplicity and speed in opening and maintaining a fund; A private foundation can make a grant to any fund at • Maximum tax benefits; the Boston Foundation or transfer its assets to a Donor • Online grantmaking and fund services; Advised Fund and ease the administrative burden— • Investment expertise and enhanced investment returns; and with the option of co-investing with the Boston • Anonymity. Foundation on local grants.
The Boston Foundation also provides our donors with so much more: Planned and Legacy Giving • Personalized philanthropic and donor services, with a The Boston Foundation offers many creative ways to staff ready to meet donors’ needs and answer all of their incorporate charitable giving into estate planning. questions about grantmaking; Planned and legacy giving is an excellent way to • Experts in all of the major areas of community life in establish a charitable legacy, while realizing significant Greater Boston and across the country; financial and tax benefits. The options include: • Invitations to Understanding Bostonforums and access • Gifts by Will or Trust; to leading-edge research about our community; • Gifts of Retirement Plan Assets and Life Insurance; • A full range of planned and legacy giving opportunities; and • Gifts That Pay an Income; and • Connection to an ‘extended family’ of donors and civic • Gifts That Preserve Assets for Heirs. leaders who are dedicated to making Greater Boston as
great as it can be. Philanthropic and Donor Services
An entire department at the Boston Foundation is dedicated For more information about establishing a fund or making
to working with donors to make their philanthropy as a planned or legacy gift, call the Development Office at
effective and fulfilling as possible. Staff members help donors 617-338-1700 or visit the Foundation’s website at www.tbf.org
identify organizations and programs that will benefit most and choose Become a Donor. from their support and offer opportunities to ‘co-invest’ in 58 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 59
Seasoned Leader Reverend Ray Hammond (left) and Emerging Leader Kenneth Bailey, who came to Boston in 1992 from St. Louis to assist local colleges and universities with their community service programming. Mr. Bailey went on to work for the Boston TenPoint Coalition, which was co-founded by Rev. Hammond, and then served as “Knowledge Curator” for Third Sector New England. He recently completed a Research Fellowship at the Center for Reflective Community Practice in MIT’s Department of Urban Studies and Planning, and has launched a new organization called the Design Studio for Social Intervention, a “creativity lab” for social justice practitioners with offices in Boston’s Chinatown.
See page 65 for another Boston Foundation board member 59 and emerging leader. TBF 2006AnnualReportText_37-88_rev12/12/061:51PMPage60
60 Ellen Remmer andHerDaughter Caroline Fox Emerging Philanthropist A Seasoned Philanthropist andan a healthiercommunityand betterfuture. patronizing. Instead, shelikestothinkofphilanthropy asan investmentin advice todiversifyhergiving andexplore avarietyofissues.Ms.Fox findstheword ‘charity’ that helpwomenwhoare fleeingdomesticviolence.Butsheisalsotaking hermother’s a childwasinanabusive relationship—and soshesupportsorganizations likeProject HOPE E of battered women—becauseababysittershe’d hadas an emerging philanthropist. Sheis drawntotheissue extremely thoughtfulaboutthedecisionsshe makesas Today, Ms.Foxisgratefulforthatearlyguidanceand of moneyfor“spending,”“saving,”and“giving.” Caroline Fox,wasalittlegirl,herallowance consisted she notonlywritesaboutbutpractices. Children withPhilanthropic Values,” asubjectthat philanthropy. Oneofherarticlesiscalled“Raising about topicsrangingfrom wiseinvestingto family consulting firm.Sheisafrequent speakerand writer Philanthropic Initiative,anonprofit philanthropic advisor tophilanthropists through herworkatThe Boston Foundation,isbothaphilanthropist andan Christopher Fox—hasaDonor Advised Fund atthe When Ms. Remmer’s 16-year-old daughter,When Ms.Remmer’s llen Remmer, who—withherhusband, 61 Research and Services Research Fryou Fund Fulton Family Fund Fund Future Autism Peter G. Gombosi Memorial Fund for Gravelley Springs Fund and Elisabeth Hasselbeck Charitable Fund Tim A. Hess Charitable Fund H. and Jodi William and Mary C. Holland Fund Thomas P. Ron and Cheryl Homer Fund Alliance Fund/LAM Treatment Fast Track LAM Research A. Lavidor and Eric E. Berman Charitable Fund Lorin Medugno Family Fund Next Door Fund Plimpton - Shattuck Fund Regan Family Charitable Fund Family Fund Rotman-Attardo Russell Family Charitable Gift Fund Fund Circle Saffron Shields Family Fund Sisselman Family Fund Steven and Karen Stewart Fund Suhrbier Family Fund Whittier Family Charitable Fund Charitable Fund Witkowicz Fund Wurcer-Kleiner Some donors work closely with Boston Foundation staff to focus their giving on the Greater Boston community. Boston community. to focus their giving on the Greater Some donors work closely with Boston Foundation staff established during The following pages include lists of all funds held by the Foundation, beginning with those that were rom James Longley and his bequest of $4 million in 1917, to today’s diverse group of individuals, families and James Longley and his bequest of $4 million in 1917, to today’s diverse group rom Endowment Fund Discretionary Funds Discretionary Arts Fund Mary C. Farr Memorial Augustus Page and Grace Fagan Browne Funds Designated Fund Arts Awareness Kellogg Foundation Matching Fund Abrams Family Fund Alice and Walter Funds Advised Adler Family Fund Fund Andrews Selma and Bayness Ansara Family Fund Jane Bernstein Fund and Lisa Blumenthal Family Foundation Fund Tom Sally and Joseph Braunstein Charitable Fund Fund Bronner Chertavian Family Fund Elizabeth Cotter Memorial Fund Dibble Family Fund Larry DiCara Fund Dunkin’ Brands Community Foundation Fund and Michael Hall Fund Deborah Dunsire English Family Fund Fund FARM First Principle Fund Family Fund Freeman/Kelly Boston Foundation Funds Foundation Boston F in 2006 Established Were Funds New 47 funds new people who established community-minded the generous acknowledge gratefully We Designated Funds, Discretionary includes list following The during 2006. Foundation at the Boston Funds. and Donor Advised Funds Others use the Foundation as a vehicle for their national—even international—philanthropy. And an ever-growing number And an ever-growing Others use the Foundation as a vehicle for their national—even international—philanthropy. taking advantage of planned and legacy giving opportunities. are being managed and invested from but all of them gain strength 2006. Each fund has its own name, purpose and history, Boston’s community foundation for today and the future. Greater together—and all of them contribute to strengthening companies, Boston Foundation donors have immeasurably strengthened the Greater Boston community—while fulfilling the Greater companies, Boston Foundation donors have immeasurably strengthened their own charitable goals. TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 61 TBF 2006AnnualReportText_37-88_rev12/12/061:51PMPage62 Donors to theCivicLeadership Fund These gifts to theCommunity Fund were received during2006 andare gratefully acknowledged. the resources to respond to themost critical issues facing Greater Boston today andtomorrow. places norestrictions ontheway theincome may beused, andgives ourStaff andBoard of Directors The Community Fund isthemost flexible Discretionary Fund heldby theFoundation, because it New Donors to theCommunity Fund our city andregion. its research, convenings, task forces, andaction agendasaddressing themost compelling issues facing This fundprovides fuelfor theBoston Foundation’s increasingly strong role asacivicleader, including Ms. Hungway Yu andMr. DavidJ.Elliott United Ways ofNewEngland,Inc. Ms. PamelaM.Smith Francis Ward PaineFoundation,Inc. Margaret MackandJohn Powell Greater KansasCityCommunityFoundation Anonymous donors(8) and Foundations Individuals, Charitable Funds, Corporations 62 Catherine and Paul ButtenwieserFoundation HoleFundat theBostonFoundation Butler’s William T. Burgin FundattheBostonFoundation Bill andBarbaraBurgess FundattheBoston Foundation Peter A. Brooke FundattheBostonFoundation Mr. andMrs.F. Gorham Brigham,Jr. Mr. IanandMrs.Hannah Bowles Boston Herald Boston Globe Boston ConcessionsGroup, Inc. Joan T. BokFundattheBostonFoundation Blue Cross Blue ShieldofMassachusetts Mr. MarkBlaxill Bilezikian FamilyFoundation Dr. andMrs.JamesBeck Mr. RobertL.Beal Beacon CapitalPartners Bank of America Foundation Axiom InternationalInvestors Carol andHoward Anderson FamilyFundattheBoston Alchemy Foundation Abt Associates A. W. Perry, Inc. Foundation Florence SnellingTrust Mason CharitableReminder Annuity Trust Estate ofPaulineS.Germeshausen Estates &Trusts Lawrence S.DiCara,Esq. Mr. Richard DeWolfe Denterlein Worldwide Mr. Edward andMrs.PaulaDeMore Mr. Richard S.Davis The DavisCompanies Dammann BostonFundatthe BostonFoundation Ms. CatherineD’Amato Theodore H.CutlerFamilyCharitableTrust Mr. andMrs.JohnJ.Cullinane Mr. StephenCrosby andMs.Helen Strieder Constance andLewisCounts Fund attheBostonFoundation Mr. JosephCorcoran Cooper LeeserFamilyFundattheBostonFoundation Jill K.ConwayTrust Mr. JohnM.Connors,Jr. Combined JewishPhilanthropies ofGreater Boston,Inc. Mr. Ferdinand Colloredo-Mansfeld Mr. JohnH.Clymer Citizens BankFoundation Citizens FinancialGroup, Inc. Mr. GeraldandMrs.KateChertavian Charles RiverRealty Advisors Louis andJulieCasagrande Harold J.Carroll, Esq. 63 Barbara Lee Family Foundation Fund at the Boston Esq. Leibensperger, P. Edward Liberty Mutual Foundation, Inc. LMG Fund at the Boston Foundation and Mrs. Keith Lockhart Mr. Inc. Loomis Sayles & Company, Louise Crane Foundation Family Fund at the Boston Foundation Lovett-Woodsum Manzi Family Charitable Foundation I. Masterman Fund at the Boston Foundation Sydell and Edward Ms. Lisa K. Matthews Kevin McCall Mr. Shaw McDermott, Esq. W. MDA Partners LLC Mehlman Fund at the Boston Foundation Emily & Bernard Ms. Mary Jo Meisner Mellon Bank Mellowes Fund at the Boston Foundation Inc. & Grew, Meredith Capital Management LP Merganser Jack R. Meyer Mr. Mill River Foundation Fund at the Boston David and Mary Ellen Moir Herbert E. Morse Mr. Brian Moynihan & Susan Berry Charitable Fund Fund at the Boston Foundation Muddy Pond Trust David G. Mugar Fund at the Boston Foundation A. Lage Fund at the Boston Foundation E. Nason & Kent Tami A. Nathan Fund at the Boston Foundation Scott National Development New Boston Fund, Inc. New England Cable News New England Patriots Foundation and Mrs. Kenneth J. Novack Mr. Fund at the Boston Foundation Novotny/Swahnberg Arthur S. Obermayer and Mrs. Dr. O’Donnell Thomas L.P. Mr. Associates O’Neill & and Ms. Elizabeth G. Hill Ruben D. Orduna Mr. James J. and Mrs. Kimberly Pallotta Mr. Parker Family Fund at the Boston Foundation Partners Healthcare Pepsico Foundation Dainger Fund at the Boston Foundation Lovett C. Peters Mr. Kevin C. Phelan Mr. Michael E. Porter Mr. Annuity Trust Pozen Charitable Lead PricewaterhouseCoopers Associates, Inc. Prime, Buchholz and Foundation Mr. James and Mrs. Janice DiStasio Mr. Ralph J. Donofrio Mr. Ms. Kathleen M. Drew Ltd. Company, Druker Duggan Charity Fund at the Boston Foundation Dunkin’ Brands, Inc. Eastern Bank Management Eaton Vance S. Edgerly William Mr. Eisenson Family Fund at the Boston Foundation Ellis Revocable Trust David W. Ronald E. Feldman Mr. and Mrs. Corinne Ferguson Tim Mr. Charitable Foundation Paul and Phyllis Fireman Fish Family Foundation B. Flood Laurence Mr. Drs. Robert H. and Rochelle R. Friedman Fulkerson Family Fund at the Boston Foundation Gabrieli Family Fund at the Boston Foundation C. Garrison Richard Mr. Gillette Company Fund at the Boston Foundation J. Goldberg Avram R. & Carol Goldfarb Fund at the Boston Foundation P. Andrew & Rachael P. Sandra and Philip Gordon III, Esq. Roland Gray, Roger C. Greene Mr. Fund at the Boston Foundation Grogan Grossman Steven and Barbara W. and Mrs. Paul Guzzi Mr. H.N. Gorin, Inc. Gloria Hammond Ray Hammond and Dr. Rev. Pilgrim Health Care Harvard Joe Fiorello Brian Hyde and Mr. Mr. Jacobson Family Foundaton Trust Ms. Joanne Jaxtimer Ms. Jackie L. Jenkins-Scott John Hancock Life Insurance Company Jones, Esq. F. Jeffrey Albert J. & Diane E. Kaneb Family Fund II at the Boston Martin S. Kaplan, Esq. Stephen R. Karp Mr. Michael B. Keating, Esq. Francis Keegan Mr. and Mrs. Jonathan M. Keyes Mr. Delivery Keyspan Energy KPMG, LLP Kravitz Family Fund at the Boston Foundation A. and Ms. Mary E. La Camera Paul Mr. G. Barrie Landry Fund at the Boston Foundation and Jonathan Lane Terry TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:51 PM Page 63 TBF 2006AnnualReportText_37-88_rev12/12/061:52PMPage64 Estate ofJaneKaughman Estate ofSamuelLamarJordan Estate of Anne Hollingsworth Charles HammondTrust Estate of Albert G.Gilmartin Estate ofPaulineS.Germeshausen Estate ofMaryC.Farr Franklin S.Browning, Jr. 1992Trust The CynthiaB.Browning 1992Trust Estate of A. PageBrowne, Jr. Estate of Allen Barry Estate ofDavid Avison from thefollowing, whichare gratefully acknowledged. Income Fund. During Fiscal Year 2006, close to $11millioninplanned andlegacy gifts were received charitable giftannuities, gifts of retirement planassets andlife insurance, andtheFoundation’s Pooled a broad range of plannedgivingvehicles, includingbequests, charitable remainder andlead trusts, Many donors take advantage of theopportunity to make gifts to theBoston Foundation through Planned andLegacy Gifts Received 64 Mrs. HelenSpaulding Sovereign Bank Alan D.andSusanLewisSolomontFamilyFoundation Snowden -Trimmier FamilyFundattheBostonFoundation Richard &SusanSmithFamilyFoundation Mr. JohnG.Simon Sherman FamilyFoundationFundattheBoston Schoen FamilyFoundation Mr. andMrs.DavidScudder Schawbel FamilyFundattheBostonFoundation Mr. JosephR.Savage Andrew L.&Leslie(George) RossFundattheBostonFoundation Mr. William G.Rogerson Rodgers CommunityFundattheBostonFoundation Riptide FundattheBostonFoundation Reno FamilyCharitableFoundationFundattheBoston Remmer-Fox FamilyFundattheBostonFoundation Raytheon Company The IrvingandCharlotteRabbCharitableFoundation Foundation Estate ofGeorge Thorn Florence SnellingTrust Esther Taft QuinnCharitableLead Mason CharitableRemainder Annuity Trust Estate ofShirleyLeGranade Estate ofLorin A. Lavidor Estate ofMarianLarson Estate of Arthur R.Kravitz Estate ofPhyllisKleban Zabin CharitableFundattheBostonFoundation Ms. Hungwah Yu andMr. DavidJ.Elliott Winn DevelopmentCompany Ms. Benaree P. Wiley Wilderness PointFoundation Mr. andMrs.RobertW. Weinstein R. F. Walsh Company, Inc. Bill andLindaWalczak Wainwright Bank Verizon Foundation Vanguard CharitableEndowmentProgram Ms. ElaineUllian Travaglini Committee Peter andLaurieThomsen Stone CharitableFundattheBostonFoundation State Street Global Advisors Ms. MichoF. Spring SpinaFamilyFoundation Stephanie H&David A Mr. andMrs.William andChristineSpeciale Annuity Trust TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 65
Seasoned Leader Michael Keating (left) and Emerging Leader Katherine Fick, who is an Associate at the firm of Foley Hoag LLP, where Mr. Keating is a partner. Ms. Fick was born in a suburb of Chicago, Illinois. She attended Calvin College in Michigan, where she received a B.A., then returned to her hometown to receive a law degree from the University of Chicago. Inspired by Mr. Keating’s commitment to public service, Ms. Fick has done a great deal of pro bono work, including cases in the area of domestic violence and political asylum—once helping a woman from the Congo and her three small children gain asylum in the United States. 65
See page 69 for another Boston Foundation board member and emerging leader. TBF 2006AnnualReportText_37-88_rev12/12/061:52PMPage66
66 Marilyn L.Harris Mrs. ChesterHamilton Charlotte I.Hall Thomas Hale Samuel A. andPaulineS.Groves John E.Groman Sandra andPhilipGordon Robert J.Glaser, M.D. Walter EugeneGeier Edward S.Fleming June M.Ficker Marian M.Ferguson Anita MariaElliott Malcolm Dunkley Joy G.Dryfoos David S.andMrs.ShirleyG.Dayton Marilyn Darling Elizabeth T. Damon Diane Currie Elizabeth D.Coxe Constance Counts Frances F. Connelly Margaret J.Clowes Arthur D.Clarke Robert B.Canterbury Frank andRuthButler Bush Margaret A. George E.Burden Beryl H.Bunker A. PageBrowne, Jr.* Jacob F. andBarbaraC.Brown Seth N.Brockway Kenneth S.Brock David Blot Beryl H.Black Doreen Biebusch Mary Barber Sherwood E.Bain Theodore S.Bacon,Jr. Geoffrey D. Austrian Mrs. John Atkinson Diane DeSerras Arenella Howard andCarol Anderson created anenduringlegacy to ensure thefuture strength andvitality of ourcommunity. variety of charitable funds. Through theirthoughtful generosity andforesight, these donors have donors whohave includedtheBoston Foundation intheirplannedandestate gifts to benefita Named for thefounders of theBoston Foundation, theRogerson Legacy Society recognizes those Rogerson Legacy Society Glendora M.Putnam Nathaniel Pulsifer Agatha W. Poor Drs. Robert A. andVeronica S. Petersen Nancy E.Peace Mark A. andJudith A. Osborne Mary Greene Nelson Frederick W. Neinas,M.D. Donald M.Morse Charles FessendenMorse Robert Minnocci Edward J.and JaneS.Michon Alice McGrath Robert andPoppyMastrovita Myron andBarbara Markell Mary Madden Donald J.&SusanKelleyMacDonald Hugo Logemann,Jr. Dunbar Lockwood,Jr. John H.Livens Carol F. Levin Frances J.Lee-Vandell Peter andStephanieKurzina Vera Kilstein Michael C.Kearney, M.D. Gary P. andSusanKearney Mr. Andrew M.Kamarck Ms. RuthG.Kahn Karen Joyceand JohnFitzgerald Helen M.Jones Stephen G.andRosemarieTorres Johnson Donald G.Irving Jane Wegscheider Hyman Brian HydeandJoeFiorello Muriel Hurovitz Richard O.Howe Marjorie Howard-Jones Helen R.Homans Chuck andGayleHolland Kenneth D.andCynthiaL.Holberger Petie Hilsinger Ann S.Higgins Barbara HauterWoodward Robert R.Wadsworth andCatherineE. Joy E.Van Buskirk Jean-Paul andRebeccaValette David F. Tuttle, Jr. Alan andPamelaTrefler Libby andSidneyTopol John LarkinThompson,Esq.* Anne B.Stone Ellen Stillman Arthur L.Stevenson Thomas W. Stephenson David F. Squire William F. Spang Ellen L.Simons Binkley andPaulaShorts Annabelle W. Shepherd Charles R.Schroeder Ruth GessnerSchocken Margaret M.Schmidt Mary L.Schaffner Anthony MitchellSammarco Beverly H.Ryburn Russell John A. Jordan S.Ruboy, M.D. Eleanor L.Ross Sumner andHelenRodman Richard L.Robbins Warren RadtkeandJudithLockhart Irving W. RabbandCharlotteF. Rabb* Eleanor D. Young Michael N.andMaryM.Wood Constance V. R.White Stetson Whitcher Wheeler Elizabeth A. Inge J.Wetzstein Gordon Weil, Jr. J. H.Walton, Jr. andCarolyn Walton Henry Walter Moritz *deceased 67 George H. Eastman (1971) George Benjamin Fisher (1996) Edith R. Fottler (1948) (1948) Alma L. Frost (1941) Anna C. Frothingham C. Gates (1970) Forrest Mary M. Geist (1982) Pauline S. Germeshausen(2006) (1963) Donald Gregg Patricia Grisham (1964) Joseph Guild (1964) John Hagopian (2002) Ellen Page Hall (1931) C. Harris (1967) Dorothy Elizabeth M. Hay (1972) (1969) R. Hayward Fred (2005) Elizabeth D. Herteli Trust (2005) Vladimir H. Herteli Trust Hills (1969) Anna P. Agnes G. Homes (1961) Adeline D. Hooper (1973) Hooper (1961) Mary Frothingham Elizabeth B. Hough (2002) Elizabeth B. Hurley (2000) (1978) A. Jordan Frances Paul Kimball (1964) James G. Knowles (1982) Ida Fales Lamb (1967) James Longley (1918) Clara N. Marshall (1943) Ann G. McFarlane (2000) Moors (1950) Arthur W. Morss (1940) John Wells Adams Paine (1967) John Foundation (2000) (1994) Estates Alice A. Abbott (1967) Alley (1964) Matilda S. Alley (1965) Miriam S. Atwood (1970) Sears Margaret E. Babcock (1973) Margaret Annie O. Baldwin (1953) S. Bartlett (1969) Wilbert Reginald Benting (1984) (1959) L. Birely William Edmund Bridge (1933) Bridge (1942) W. Frederick Burton (1971) Jesse F. Susan Cabot (1947) (1983) Carruth Charles T. Gladys Chiquoine (1983) A. Claflin (1992) Helen H. Claflin (1983) William I. Clapp (1990) Winifred Cole (1992) Horace W. Anastasia Conte (1988) Arthur S. Cummings (1943) Charlotte E. H. Curtis (1940) Maria Corinne Dana (1963) Luisita L. Denghausen (1990) Kenneth S. Domett (1960) (1929) Mary Frances Drown Mrs. Helen Spaulding (1992) Strazzula Matthew J. & Gilda F. (1956) Taft T. Gertrude Inc. (1982) Tech/Ops, Asset Management Corporation United Foundations Foundation (2003) Foundation (2003) (1975) Individuals, Corporations and Corporations Individuals, Barr Foundation (2004) (1994) and Mrs. Peter Brooke Mr. The Boston Company (1991) III (1986) Henry Burkhardt, Catherine and Paul Buttenwieser Putnam Cabot (1970) William Chadwick Fund (2002) Jordan Dorothy (2004) Cronin Michael F. and Susan Daniels Family Lawrence Arthur Dupee Memorial Fund (1984) Wm. Ellis Memorial Fund (1976) Virginia Leon R. Eyges Memorial Fund (1963) R. Farnum (1982) George First National Bank of Chicago (1988) Martha M. Fosdick Fund (1978) Fund (1987) John Lowell Gardner Grand Bostonians Dinner (1984) Mrs. Jean Hanlon (1991) Haymarket People’s Fund (1994) HBB Foundation (1995) Katherine B. Hood (2000) Donald J. Hurley Memorial Fund (1978) Hyman (2002) Jane W. Arthur R. Kravitz (1987) & Mrs. Dr. and Mrs. Gael Mahony (1982) Mr. Foundation (1991) The Overbrook Paine Foundation, Inc. (1982) Francis Ward Harry & Minnie Rodwin Memorial Fund Pamela M. Smith (2006) (1990) Jr. Davies Sohier, W. Dr. Discretionary Funds Discretionary giving purposes, broad or have unrestricted totally funds that are established have donors Many Boston which Greater primary funds for are These is used. the income in the way TBF flexibility a broad that address programs support to provide They apply. may organizations nonprofit area at the established Funds all Discretionary of is a list following The needs. community of range 1915. since Foundation Boston Fund Community The Boston have today—and give TBF the needs that people of Greater Donors to the Community Fund want address than needs as well. The following list includes donors who have made gifts totaling more to meet future the resources $5,000 to the Community Fund, with year of their first contribution noted in parentheses. TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 67 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 68
Winthrop D. Parker (1967) Arthur W. Wheelwright (1963) George L. Hill Trust (2002) Annie S. Penfield (1979) Joseph A. White (1979) Mark Hyman, Jr. Insurance Trust (1999) Blanche E. Philbrick (Merchant E. Edward E. Williams (1950) Cyril H. Jones Trust U/Ind (1974) Philbrick Fund) (1965) Lizzie A. Williams (1951) Pauline Kleven 1988 Trust (1990) Mary N. Phillips (1974) Trusts Aimee Lamb Trust U/Ind in memory of J. Christie Pingree (1957) Winthrop and Aimee Sargent (1980) Margaret Shaw Allen Trust (1982) Carrietta W. Proverbs (1984) Barbara Estabrook Livermore Trust (1982) James R. Bancroft Trust (1983) Bertha J. Richardson (1975) Cora E. MacKenzie Trust U/Ind Helen C. Barker Trust (1990) Frank L. Richardson (1975) (Cora E. MacKenzie Fund) (1973) Nancy Beals Trust U/W (1984) Mabel Louise Riley in memory of Adalaide Sargent Mason Trust (1982) Richard A. Berenson Family Trust 1972 Charles Edward (1972) Phyllis McGillicuddy Trust (1993) (2000) Riley and Agnes Winslow Riley (1972) Ethel Fay McGuire Trust U/Ind (1973) Nelson Bigelow Trust (1990) Helen S. Sharp (1966) David D. Moir Revocable Trust (1992) Mabel M. Brown Trust (1991) Frank R. Shepard (1954) Gertrude Morrison Trust U/Ind (1965) Ellen E. Carroll Trust U/W (1979) Anne G. Shewell (1984) Hetty R. Phillips 1974 Trust (1980) Robert M. Christison Trust U/A (1984) Alice Wilder Smith in memory of Robert O. Preyer Charitable Lead Unitrust Ford H. Cooper Trust (1982) Frank Langdon Smith (1968) (1992) Anne H. Davis Trust U/Ind (1964) Eleanor Smith (1986) Esther Frances Quinn Trust (1995) Gladys Dean Trust U/Dec (Laurence Guild Francis M. Stanwood (1961) Harriet Rogers Unitrust (1990) Dean Fund) (1977) Albert J. Stone, Jr. (1960) Florence M. Scott Trust U/W (1971) Paul Elliott Trust U/Agreement (1991) Mary P. Stone (1948) George F. Shadwell Trust (1990) Ruth S. Frake Trust Bequest (1981) Lenna R. Townsend (1952) J. de Vere Simmons Trust (1985) Carrie A. Hartley Trust U/Ind (1963) Willis S. Vincent (1940) Edson B. Smith Trust U/A (1984) Helen P. Hennessey Trust (1984) Clarice M. Wagner (1993) Irene C. Smith Trust U/A (1975) Ada H. and Clara Hersey Trust U/Ind John M. Ward (1927) (1955) Florence Snelling Trust (2006) Madeline Cobb Webber (1973) Elizabeth D. Herteli Trust (2003) Spaulding-Potter Charitable Trusts (1972) Louise M. Weeks (1944) Vladimir N. Herteli Trust (2003) Margaret Castle Tozzer Trust U/Ind (1978)
Named Funds and Field of Interest Funds
The following funds are either totally unrestricted or directed to a particular issue or area of concern. Many of these funds
were established by families or organizations wanting to honor loved ones or colleagues by naming a fund after them. The
year the fund was established is listed in parentheses. (Note: Those funds with asterisks received contributions in 2006, and
are gratefully acknowledged.)
Adams, Harkness & Hill Fund (1984) *Anna Faith Jones Arts Fund (2000) part Stephen and Sybil Stone Arts Fund unrestricted of the Boston Foundation’s Arts (2003) to support programs and Solomon Agoos Fund (1987) to promote Fund, recognizing and honoring the organizations that provide residents, the charitable purposes of popular leadership and service of Anna Faith especially youth and young adults education, instruction and Jones and her special commitment to who do not otherwise have the dissemination of information in the field supporting the arts means for involvement, with of ethics Edward Hyde Cox Fund (2000) for opportunities to attend and participate in the arts Emily Tuckerman Allen Fund (2006) support of programs involving unrestricted classical music, painting and/or Brooks White, Jr. Memorial Fund (2001) sculpture a component fund of the Boston Anonymous Fund (1987) unrestricted MassDevelopment Arts Fund for Foundation Arts Fund *Boston Foundation Arts Fund (1997) for Community and Economic Edith M. Ashley Fund (1960) primarily for the Boston Foundation’s Arts Initiative: Development (2003) A subfund of the the aid of blind and crippled persons Edith Allanbrook Fund (2002) to Boston Foundation Arts Fund, the *Geno A. Ballotti Fund (1984) unrestricted provide for children with MassDev Arts Fund was established Irene W. Bancroft Fund (1997) unrestricted extraordinary promise in the area of by MassDevelopment to make grants the arts to arts, cultural and community- Harriett M. Bartlett Fund (1987) based nonprofit organizations unrestricted conducting arts and cultural development projects or studies that promote 68 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 69
Seasoned Leader Paul La Camera (left) and Emerging Leader Sangita Chandra, who met when Mr. La Camera was President of WCVB TV-5. Ms. Chandra was born in Boston and attended Wellesley College, receiving a B.A. in Political Science and Literature in 1995. She joined WCVB TV-5 as a Fellow right after college and now is a Producer for “Chronicle.” One series she produces for “Chronicle” is called “Youngbloods,” which profiles promising Boston area leaders under the age of 35. Ms. Chandra also runs the only internship in the city that gives college students hands-on training in television production— allowing them to produce projects that are broadcast on Channel 5’s show “Cityline.”
See page 72 for another Boston Foundation board member and emerging leader. 69 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 70
J. E. Adrien Blais Fund I (1967) unrestricted Annie S. Dillaway Fund (1965) primarily to Kevin Kelly Fund for the Performing Arts except that “not more than fifty promote the welfare of boys and girls (1994) for the Boston Foundation’s Arts percent” of the income is to be paid to and young people Initiative two named agencies and for research Katherine E. Dooley Fund (1997) Edith Shedd Larsen Fund (1962) to the and care for the elderly unrestricted extent feasible to aid and advance J. E. Adrien Blais Fund II (1967) for the East Boston Chelsea Environmental Fund research toward the cure and relief of relief, support or assistance of poor or (2005) for projects, programs and arthritis needy Massachusetts residents organizations in Chelsea or East Boston, Maude A. MacNaught Fund (1979) J. E. Adrien Blais Fund III (1967) for the Massachusetts preferably for children suffering from relief of needy and deserving persons Kate Ellis Fund (1953) for convalescents, diseases of the eye who have or have had tuberculosis or children, blind and deaf persons, and Massachusetts Civic League Fund (1983) to who suffer from respiratory illness or homes for Protestant aged men and promote sound government disease women, especially charities outside of Willis Munro Fund (1989) for the relief, Boston Parks Access Fund (2002) Boston care, health, comfort, maintenance and distributions of income will be made on Ruby C. Emerson Fund (1966) for the support of needy adults or in a quarterly basis to the Boston Parks college education of young people of maintaining and operating a home for Department or the Arnold Arboretum the Protestant denomination needy adults in Boston or to furnish of Harvard or to the administrators of *Mary C. Farr Arts Fund (2005) for the funds for the purpose of enabling such other public park land within the City enhancement of cultural affairs in persons to live in their own homes of Boston boundaries Boston such as support for the Boston Harry L. Nason Fund (1953) preferably for *Franklin S. & Cynthia B. Browning Fund Ballet, for scholarships for needy the care of Protestant aged men and (1988) unrestricted residents and for support of needy women Emily Budd Fund (1960) for fresh air residents of Boston Florence Arnaud Newton Fund (1955) for vacations for under-privileged children Frederika Home Fund (1979) for the the care and rehabilitation of needy Camping Associates of Roslindale & benefit and welfare of elderly men and persons suffering from tuberculosis and Milton Fund (1981) for camping women, and for research into the care respiratory illness or disease programs in the Greater Boston area of elderly Grace G. North Fund (1954) for aid to Community Organizing & Advocacy Edward Glines Fund (1938) unrestricted needy gentlewomen Endowment Fund (1988) to support Harcourt Family Fund (2001) for *Augustus Page and Grace Fagan Browne low-income neighborhood grassroots organizations in the Greater Boston area Memorial Endowment Fund (2006) to organizing and advocacy focused on which are dedicated to Christian values, be used to make grants to nonprofit institutional change traditional families and activities organizations in Greater Boston that Coolidge Christian Education Fund (1993) designed to fulfill and support the lives provide for the needs of the poorest of for Christian scholarship and the of the born and unborn, such as feeding the poor, especially their needs for food, promotion of Christian values among the hungry, clothing the naked, shelter and health care young people through education and sheltering the home Norman Everett Pearl Fund (1996) for music Mary Harris Fund (1940) for widows and recognized charities in the Boston area Curtis International Council Fund (2000) to single women in straitened circum- Janet S. & George T.B. Perkins Fund (2000) promote international peace and stances for the benefit of children living in understanding and to foster Theodore C. Hollander Trust Fund (1929) Boston, including programs to benefit cooperation and increase income to be used “in part” for their health or education, and for the communication among diverse hospitals, education and the benefit of organizations (such as, organizations in the Boston improvement of American citizenship symphonies, orchestras, choral groups, metropolitan area active in the field of Nathaniel Hooper Fund (1938) unrestricted nonprofit radio and television stations) international relations providing musical program Grace A. Jacobs Fund (1988) unrestricted Frank B. & Watson G. Cutter Fund (1984) Louise Phillips Bequest Fund (2003) for the Jacoby Club of Boston Fund (1984) to unrestricted benefit of the public with free music provide kindly, personal help and Mabel Walsh Danforth Fund (1949) for and ballet concerts to be offered in the concern for disadvantaged, local, education, assistance or relief of summer and to be performed at the elderly individuals and/or to support crippled children Hatch Shell on the Esplanade in Boston work in the field of alcoholism and/or by the Charles River James Dean Fund (1946) unrestricted but other addictive substances with preference for projects of maritime Henry L. Pierce Fund (1958) for promotion Jamaica Plain Dispensary Fund (1962) for nature of musical education or the the benefit of poor people in or near development of public interest in music Virginia Herrick Deknatel Fund for Jamaica Plain, particularly for health Children’s Services (2001) to be used for related needs David R. Pokross Fund for Children in children’s services Need (1996) for organizations that Charles Frederick Joy and Dora Marie Joy provide for childhood enrichment, Major Arthur M. Diggles Foundation Fund Fund (1992) income to be used for health care, safety, education and other (1993) to aid Mass. disabled and sick summer vacations for two worthy programs for Greater Boston’s children soldiers, sailors and women who have Protestant girls and one boy and any been in the US military, naval or excess income shall be used to help in Ruth M. Reiss Memorial Fund (1997) nursing services during any war or to the care of sick Protestant children or unrestricted aid any Mass. hospital or institution to Protestant girls or women care for these individuals 70 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 71
Samuel H. & Lizzie M. Robie Trust Fund Sophia Snow Fund (1948) for care and Fanny Wharton Fund (1919) for the relief (1982) for charitable organizations support of destitute children of Roxbury of sick young women and children located in Chelsea *Starr Foundation Fund (1985) to alleviate Katherine C. Wheeler Fund (1987) to Alice F. Rosenquist Fund (1984) with the sufferings of the truly needy in the increase knowledge of good preference to organizations that assist Greater Boston area in terms of food, government and for the encouragement the elderly or blind clothing and shelter of good citizenship Walter J. & Marjorie B. Salmon Fund (1999) Helen & Marion Storr Fund (1986) for the Arthur L. Williston and Irene S. Williston unrestricted care and benefit of elderly persons in Trust For Education (1953) to provide Louis Agassiz Shaw Fund (1991) for the Massachusetts, particularly those not assistance, educational aid and training benefit of under-privileged children cared for in institutions at institutions other than usual four year colleges Katherine Dexter Shelman Fund (1954) for Stuart-Jones Trust Fund of the All Souls the benefit of worthy aged people Lend A Hand Club, Inc. (1994) for care Mary Denny Williston Fund (1969) for of poor and elderly people who are in summer camp vacations for children; Arthur L. Sherin and Frances C. Sherin need, especially women for work with alcoholics Fund (2003) for aid to the blind or disabled, aid to homeless or hungry Carroll J. Swan Memorial Fund for Window Shop Fund (1988) (Marion people, convalescent or recuperative Children’s Charities (1935) for summer Gordon Bever Memorial Fund) to care of persons of limited means, care of vacations for needy children of Greater provide educational aid including but the indigent aged, assistance for Boston not limited to the ACCESS Program and children considered to be not adoptable, Abraham & Esther Walerstein Fund (1981) other assistance for refugees and foreign and studies or experimental programs for the support of the elderly born residents of the United States designed to bring about improvements Nelson E. Weeks Fund (1937) for Gladys W. Yetton Fund (1969) for widows in adoption procedures for the better alleviation of suffering in Boston and single women in straitened matching of adopting parents and hospitals circumstances adopted children
Special Initiative Funds
The Boston Foundation holds a number of Funds that support special initiatives that respond to some of the most pressing
challenges facing our community in innovative ways. (Note: Those funds with asterisks received contributions in 2006, and
are gratefully acknowledged.)
After School for All Partnership Fund *Civic Leadership Fund at The Boston *Fund for Racial Justice Innovation (2003) (2003) for the Foundation’s After School Foundation (2002) designed to raise to strengthen partnerships between Initiative outside contributions in support of community-based organizations and Arts Service Organization Fund (2003) for annual expenses associated with TBF’s lawyers that use legal tools to advance grants to art service organizations expanded role as convener and host of equity resource distribution for major community forums which communities or groups marginalized by *Boston Community Building Network promote the civic health of our region race, color, ethnicity or immigration (1987) for development projects status dedicated to reducing persistent Community Safety Fund (2002) to reduce poverty in Boston the rate of violent crime in Boston after *Home Funders Fund (2002) to help years of unprecedented success during increase the supply of housing *Boston Indicators of Change, Progress and the 1990’s affordable to families whose income is Sustainability Project (1998) to examine below 30 percent of the area median Boston’s strengths and challenges that *EdVestors Fund (2002) an initiative to income impact the quality of life of people who educate potential donors about urban live and work in the City of Boston school reform issues and to interest *Homelessness Prevention Initiative (2005) them in selected innovative educational to champion the cost-effective strategy Boston Schoolyard Funders Collaborative projects and programs in Eastern of prevention, employing a multi- (1995) to improve the greenspaces Massachusetts pronged approach that seeks to surrounding Boston Public School demonstrate the effectiveness of a buildings *EdVestors Collaborative Fund (2003) for nonprofit-school partnerships that spectrum of programs *Civic Engagement Project Fund (2002) to enable schools and teachers to achieve Neighborhood Development Support increase nonpartisan voter registration their instructional goals Collaborative Fund (1993) for a Local and mobilization in low-income Initiatives Support Corporation communities and communities of color *English for New Bostonians Fund (2000) program providing operating and with low rates of voter participation for support of the meeting the ESOL Demand program technical support to Boston community- based development organizations 71 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 72
Seasoned Leader Micho Spring (left) and Emerging Leader Claudia Silva, who worked with Ms. Spring at Weber Shandwick, a public relations firm, for three years. Ms. Silva was born in Puerto Rico and grew up in Brazil. She received a B.A. from the University of Vermont and has been in Boston for four and a half years. She and Ms. Spring share a Cuban ancestry and a deep commitment to enhancing the lives of Latino Americans. Currently, Ms. Silva is employed by ARGUS, the only Latino-owned advertising agency in Boston specializing in multicultural marketing. She has made Boston her home, and plans to stay in the area.
See page 77 for another Boston Foundation board member and emerging leader. 72 73 (2003) a component fund for the Millennium Fund for United Way and Families Children component fund of the United Way and Millennium Fund for Children Families component fund of the United Way and Millennium Fund for Children Families component fund of the United Way and Millennium Fund for Children Families component fund of the United Way and Millennium Fund for Children Families Millennium fund of the United Way and Families Fund for Children component fund of the United Way and Millennium Fund for Children Families; for the “Keeping Kids On Program Track” (1983) endowment for recreational and (1983) endowment for recreational for the youth of athletic programs Boston Greater named agencies Arts benefit of the Museum Fine Endowment Fund (1983) for of and projects educational programs the Boston Ballet (1983) for public service activities of the Association Boston Bar operating support of Boston Baroque community organizations for planning, community organizations development and training David R. and Muriel K. Pokross Fund David R. and Muriel K. Pokross Schoen Family Fund (1999) a Fund (2001) a & Nancy Shepherd Tom Foundation Fund (2000) a State Street (2001) a Fund for Children J.C. Tempel Family Fund (2000) a component Vinik Fund (2000) a Peter and Pamela Voss Red Auerbach Youth Foundation Fund Youth Auerbach Red Lilian G. Bates Fund (1951) for three Grace & Floyd Lee Bell Fund (1987) for the Williams Boston Ballet–E. Virginia Association Endowment Fund Boston Bar Fund (2003) for general Boston Baroque Vision Fund (1994) for small grants to Vision for the United Way Millennium for the United Way and Families Fund for Children (2000) a component fund of the Millennium Fund for United Way and Families; a portion of Children distribution for the Chelsea Boys & Girls Club component fund for the United Way and Millennium Fund for Children Families (2002) a component fund for the Millennium Fund for United Way and Families Children (2000) a component fund of the Millennium Fund for United Way and Families Children (2000) a component fund of Children Millennium Fund the United Way and Families for Children component fund of the United Way and Millennium Fund for Children Families Health Worker Initiative Health Worker Alzheimer’sFund (2005) for the Disease Foundation Research Massachusetts Society for the Animals to of Cruelty Prevention Artists (1984) for support of The Foundation programs visual artists to opportunities serve our community’s social service agencies and other constituents Children and Families (1999) an Children endowment partnership with the Boston Foundation: Ansin Fund (2002) a component fund Chelsea Boys and Girls Club Fund Connell Family Fund (2000) a Fund J. Goldberg Avram R. & Carol Fund & Beth Greenberg Lawrence Fund for Darlene & Jerry Jordan McNeice Fund (2001) a Margarete *Allied Health Fund (2006) for the Allied *Allied Health Fund (2006) for the Alzheimer’s Foundation Disease Research Anderson Fund (1975) for Frank E. Artists Foundation Endowment Fund Fund (2005) to connect Awareness *Arts *United Way Millennium Fund for *United Way of literacy efforts in the City of Boston of literacy efforts (2002) to be distributed annually in Center for equal amounts to: the Carroll the Blind, Perkins School for Corporation, the Blind, the Vinfen Services, Jewish Family and Children’s and the New England Sinai Hospital (2005) to be distributed annually in Army, equal amounts to the Salvation American Kidney Fund, the the Children’s American Cancer Society, Hospital of Boston, Massachusetts General Hospital, Combined Jewish of Boston, and the Philanthropies Massachusetts Special Olympics Association (1995) for community development in East Boston grants under the Foundation’s New Economy Initiative grants under the Foundation’s Pilot Schools Initiative independent and adults become more their full potential as successful realized members of society Initiative Pre- the President’s Fund Development Program investment loans related for program organizations (2006) to enable nonprofit to expand services and effectively engage high-risk and disengaged teens ages 12-20 in Boston neighborhoods impacted by disproportionately community violence between several local and national funders to focus on job training for disadvantaged job seekers best practices in teen recognize programming Designated Funds Designated non- their favorite of support one or more to donors by been established have Funds Designated crucial receive institutions nonprofit many funds, these Through in perpetuity. organizations profit funds with Those (Note: in parentheses. is listed established the fund was year annual support. The acknowledged.) gratefully and are in 2006, contributions received asterisks Adult Literacy (1985) for support Fund for Rae and Aaron Alberts Foundation Fund Aaron Rae and Alberts Foundation Fund II Aaron Rae and Neighborhood Preservation Initiative Fund Preservation Neighborhood New Economy Initiative Fund (2001) for Fund (2002) for *Pilot Schools Project and Fund (1997) to help children Polaroid Initiative Fund (2002) to create President’s Related Investments Fund (1990) Program *Summer Safety Funders Collaborative Fund (2001) a partnership *SkillWorks Initiative Best Practices Fund (2005) to Teen TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 73 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 74
Boston Foundation Administrative Charles River Parklands Stewardship Fund Philip M. Fagan Family Fund (1971) for Endowment Fund (1987) to benefit the (2002) annual income distribution for Combined Jewish Philanthropies of administration of the Boston the benefit of the Charles River Greater Boston Foundation, Inc. Conservancy Paul R. & Jacqueline D. Fehrenbach Family Boston Lesbian & Gay Communities Philip P. Chase Fund (1955) for five named Fund (1999) for Junior Achievement of Funding Partnership Fund (1994) for agencies Eastern Massachusetts efforts to plan and implement a process Julia Child Fund (1979) for fellowships to Benjamin M. Feinberg Fund (1962) for to address gay and lesbian issues on an support professional study, research, Hebrew College ongoing basis within the Greater Boston writing and teaching related to food, Arthur Fiedler Esplanade Concerts Fund area wine and the culinary disciplines, with (1980) for the support of free concerts Richard L. Bowser Fund (1985) for the preference to those planning to study in on the Esplanade benefit of Simmons College and France Felix Fox Memorial Fund (1974) for the Dartmouth College Ellen D. Cholerton Fund (1969) one half of Community Music Center of Boston BPE/ACCESS Education Fund (1985) for income for the Unitarian Universalist Peter Marshall French Memorial Fund support of the Boston Plan for Service Committee and one half (1976) for the benefit of Governor Excellence in the Public Schools unrestricted Dummer Academy Foundation *City to City Fund (2005) for the City to General Support Fund for Education (1987) Hancock Endowment for Academics, City program for the benefit of the Boston Plan for Recreation & Teaching (1985) for English High School Class of 1934 Award Excellence in the Public Schools support of the Boston Plan for Fund (1994) scholarship to a Boston Foundation, Inc. Excellence in the Public Schools English High School student with John & Ethel Goldberg Fund I (1984) for Foundation preference given to students who show the benefit of Brandeis University and BPE/MHEAC Fund for ACCESS (1986) for marked improvement and particularly West End House, Inc. support of the Boston Plan for those who are succeeding in spite of Excellence in the Public Schools adverse circumstances John & Ethel Goldberg Fund IV (1984) for support of eye retina research and Foundation Ernest & Vera Clivio Charitable Memorial related eye research technology BPE/Support for Early Educational Fund (1981) for the benefit of two Development Fund (1985) for support named agencies John & Ethel Goldberg Fund V (1984) for the continuing professional education of of the Boston Plan for Excellence in the Elizabeth Cook ACF Student Fund (1997) Massachusetts judges in subjects Public Schools Foundation, Inc. to provide short-term funds to students directly pertinent to the performance of Annie L. Breckenridge Trust Fund (2000) associated with the Ad Club their judicial and administrative duties for the benefit of the Massachusetts Foundation John & Ethel Goldberg Fund VI (1984) for Society for the Prevention of Cruelty to Almon B. Cook–Relief Fund (2001) for the Suffolk University Law School for the Animals and the Mary Lane Hospital benefit of Northeast Hospital “needs of the law school with respect to Association Corporation in Gloucester scholarship and maintenance or *Brookline Youth Concerts Fund (1995) to *Robert S. Cummings Scholarship Fund renovations to the buildings housing fund music prizes to Brookline High (1997) scholarship awards for children the law school” School students and for the Dubbs of Nixon Peabody LLP employees who Barbara W. & Frank B. Gopen Fund (1978) Concerto Competition plan to pursue post secondary for the benefit of Massachusetts General Charles T. Burke Fund for the Watertown education in college or vocational Hospital and the Arthritis Foundation Boys and Girls Club (1994) for the Boys programs Walter W. Gove Fund (1972) for two and Girls Club of Watertown, Inc. *Dedham Choral Society Endowment named agencies Charles T. Burke Fund for the Watertown Fund (1991) (including the Brian Jones Free Public Library (1994) for the Fund) for the Dedham Choral Society, Elizabeth Grant Fund (1980) for five Watertown Free Public Library Inc. named agencies Agnes T. Carruth Fund (1983) To the Kind Harry Ellis Dickson Youth Concerts Fund Greatrex Scholarship Fund (1988) for Edward VII Memorial Hospital, to be (1982) for support of a program that scholarship awards to Foxborough used in whatever manner the governing offers a special Boston Symphony Massachusetts students who are in need body of said hospital shall see fit, but Orchestra concert series to young of financial aid to attend college, trade preferably for the care and treatment of people in the New England area school or nursing hospital persons suffering from asthma East Boston Social Centers, Inc. Fund Rosario Fajardo Hagan Fund (1991) for the James F. Casey Fund (1949) for seven (1996) for the East Boston Social Life Experience School named agencies Centers, Inc. Patricia Jellinek Hallowell Fund (1992) for Alex Castoldi Memorial Scholarship Fund Douglas A. Eaton Memorial Fund (1962) support of the Patricia Jellinek (1981) for scholarships for Newton for scholarships to members of the Hallowell Scholarship Fund at the North High School students graduating class of Hingham High Museum School, Museum of Fine Arts Dr. Walter Channing Memorial Fund School Hastings-Plummer Fund (1940) for (1933) for the Massachusetts Association The English High School–John P. Murphy Crittenton Hastings House of the for Mental Health or for some kindred Scholarship Fund (1996) for a Florence Crittenton League, in part for purpose scholarship award for one student at special purposes English High School 74 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 75
Benjamin Patrick Hermann Fund (2002) for Lawrence B. Lewis Fund (1957) for needy Harold Peabody Memorial Fund (1992) for the New England Conservatory’s efforts individuals in Round Pond, Maine the Roxbury Multi-Service Center’s to recruit accomplished cellists to teach Ralph Lowell Fund (1982) for support of Scholarship Program cello master classes in the extension community services of WGBH Permanent Fund for Vocational Education division Educational Foundation (1979) for the assistance of Boston youth Jorge N. Hernandez Fund (1987) for Gertrude F. & Henry L. Maurer Fund in post-secondary vocational education support of the Jorge N. Hernandez (1998) for the benefit of the North Charles & Cornelia Pfaff Fund (1964) for Cultural Center Community Church in Marshfield Hills, four named hospitals Gertrude Hooper Fund (1996) for benefit of Massachusetts Emma K. & Richard Pigeon Fund (1955) the Crime and Justice Foundation John S. McCann Fund (2000) for the care, half of income for three named agencies Madeleine C. Huiginn Fund (1993) income support, education, comfort or on Cape Cod and half unrestricted to be added annually to principal entertainment of crippled sick or *Pipeline to Public Service Fund (2006) to Blanche Hyslop Fund (1982) to three retarded children of indigent or support the Pipeline to Public Service named agencies underpriviledged families, at the St. project Coletta School or Institution at Hanover, Orchestra of Indian Hill Music Director Planned Giving Partnership Fund (1992) to Massachusetts, or other similar Fund (2002) annual distributions will be make recoverable grants to smaller institution made to the Indian Hill Music Center to nonprofit organizations supported by endow the Indian Hill Symphony Joe Alex Morris, Jr. Memorial Lectureship the Pooled Income Fund donors Fund (1982) income to be paid to the Orchestra’s conductors’s chair Primary Care Fellowship Program Fund Neiman Foundation for Journalism at James W. & Margaret A. Ingraham (1983) to support Harvard Medical Harvard University Charitable Fund (1992) for the benefit School’s program of preparing general of five named agencies Dorothy Morse Endowment Fund (1999) internists for academic careers for the benefit of a Somerville, Ella Jackson Artists and Scholars Fund Charlotte F. & Irving W. Rabb Family Fund Massachusetts social services agency (1982) for the Truro Center for the Arts (1984) for Boston Symphony Orchestra that assists girls only from that agency on Castle Hill youth programs Harry D. Neary Fund (1950) for five Jamaica Plain Open Studios Fund (2002) Reading Visiting Nurse Association Fund named agencies for support of the Jamaica Plain Arts (1976) for the Combined Visiting Nurse Council New England Aquarium Education Fund Association of North Reading, (1983) (Robert G. Stone Fund, Paul F. Patrick F. Jones, Jr. Endowment Fund Stoneham, Wakefield and Woburn, Inc. Hellmuth Fund, Helen B. Spaulding (1981) for the benefit of the Lena Park for its work in Reading Fund, and the William S. Brewster Community Development Project Rogers Fund of the Riverside Cemetery Fund) to support educational programs (1997) to preserve and maintain the Donaldson F. Jones Fund (1999) for the at the New England Aquarium benefit of Massachusetts General Rogers Mausoleum structures and New England Women’s Club Fund (2001) Hospital / The Claude E. Welch grounds at the Riverside Cemetery in for the primary purpose of establishing Surgical Research and Education Fund Fairhaven, Massachusetts a lectureship, known as the New Henry A. Root Fund (1926) for the Service *Kellogg Foundation Fund for ROCA England Women’s Club Memorial Pension Society of the Unitarian (2006) a matching fund for ROCA Lecture Series, devoted to the Universalist Association John F. Kennedy Library Foundation discussion and study of women’s Endowment Fund (1984) for support of history in Boston Rose Fund (1981) for the Carol Rabb Goldberg Seminars for Urban Problems the John F. Kennedy Library Foundation Roger L. Nichols Internship Program Fund at Tufts University Demetra Kenneth-Brown Fund (1920) for (1984) to support the Museum of worthy pupils of the Massachusetts Science’s Internship Program Fund for Rosie’s Place (1984) to benefit Rosie’s Place Hospital School Lottie S. Page Fund (1984) for scholarships Alice V. Kidder Fund (2001) for the benefit for residents of Quincy at nursing Bessie H. Short Fund (1997) for the benefit of Northeast Hospital Corporation in school of elderly residents of the Town of Wrentham, Massachusetts Gloucester, MA Robert Treat Paine Historical Trust Fund Robert D. and Sally G. King Fund (1999) (1990) primarily to maintain and Dana P. & Maude E. Simpson Memorial for the benefit of the Easton Historical preserve the Robert Treat Paine House Fund (1998) half of the income for seven Society in Waltham, Massachusetts named agencies and the other half unrestricted Kit Clark Senior Services Fund (2000) for *Stephen D. Paine Scholarship Fund (1999) the benefit of the Kit Clark Senior scholarship recipients to be determined Muriel & Otto Snowden Endowment Fund Services (a program of the FDNH, Inc.) by a Massachusetts Cultural Council (1984) endowment fund for Freedom House Gerald V. Levreault & Claire H. Levreault jury process Fund (2001) net income to be paid one- Palazzo San Gervasio Library Fund (1994) Social Law Library Endowment Fund half to the New England Medical for the benefit of the Palazzo San (1982) for the support of various library Center, Inc. for the use of the Kiwanis Gervasio Library programs Pediatric Trauma Institute and the William Morgan Palmer Fund (1977) for Michael Spock Community Service Fund remaining one-half to the Kiwanis Club the furtherance of Far Eastern studies at (1980) for support of the Children’s of Upper Cape Cod now known as the institutions of higher learning Museum outreach services for the Kiwanis Club of New England Boston community 75 TBF 2006AnnualReportText_37-88_rev12/12/061:52PMPage76 Surfmen’s Trust Fund(1977)fortheCoast Miriam &SidneyStonemanFund(1984)to Sybil F. Stone Arts ScholarshipFund(2005) Stephen A. StoneScholarshipFund(2002) Alison L.StevensFund(1976)fortwo Donor Advised Funds 76 George andNedda Anders Fund(1991) *Altamira Fund(1994) *Alper FamilyFund(1995) Dwight &Stella Allison Fund (1982) Rosamond W. Allen CharitableFund (2004) Emily T. Allen, Linda P. Allen andF. Towne *Aliad Fund(1993) Richard andKimberlee Alemian Fund Alchemy Arts Fund(1993) Agatha Fund(2004) Affinity Services CorporationFund(2003) Adopt-A-Statue EndowmentFund(1988) *Adler FamilyFund(2006) Ad ClubFoundationFund(1987) *Acacia Fund(2004) *Abromowitz/Ruttenberg FamilyFund Maida &George Abrams Fund(1985) *Walter and Alice Abrams FamilyFund *AADS MemorialFund(2004) A.L.S. Fund(2002) donors whohave chosen to addto their charitable fundsthisyear.) (Note: Those fundswithasterisks received contributions in2006. We are grateful to themany involved inthegrantmaking process. The year thefundwas established islisted in parentheses. The following isalist of allDonorAdvised Funds established by people whochoose to beactively Guard Mutual Assistance Fund youth activities benefit BostonSymphonyOrchestra reduction financial needforsenioryeartuition portfolio review ratingandhighlevelof awarded toarisingseniorwithhigh for theSybilF. StoneScholarshiptobe Massachusetts Wareham HighSchoolinWareham, Income willbedistributedannuallyto named agencies Allen CharitableGiftFund(2004) (1996) (2000) (2005) Bradford Washburn Fund(1980)for Robert E.Wallace MemorialFundofthe Frank B.ThayerFund(1976)forthree Agnes &LewisTaylor Fund(1962)forthe Surkin EndowmentFund(1981)for Royal P. Baker& Stephanie S.Baker Katharine &George BakerFund (1987) *Kathryn andCharles Avison -Miriam *Avery FamilyFund(2003) Ausschnitt Fund(2004) Atlantic Fund(1997) *Atalaya Fund(2004) *Arba LifnotBokerFund(1992) *Anthropologists’ FundforUrgent *Anthos FamilyFund(2004) *Ansara FamilyFund(2006) Anonymous FundIV(1995) Anony Fund(1998) *Harry Ankeles ScholarshipFund(1992) Michael &Ellen Angino Fund(1997) *Barbara Jane Anderson Fund(2000) Carol andHoward Anderson FamilyFund Museum ofScience support ofcommunityservicesthe for youthandeducation Massachusetts, emphasizingprograms the UrbanLeagueofEastern professional developmentactivitiesof Urban League(1992)tosupport income unrestricted named agencies,butone-fourthofthe Orleans, Massachusetts Orleans UnitedMethodistChurch in Boston Centerforthe Arts support ofthevariousprojects ofthe Memorial Fund (1988) Avison CharitableFund(2005) Anthropological Research (1996) colleges oruniversities undergraduate degrees from accredited located inPeabodywhoare seeking who willgraduatefrom ahighschool scholarships forstudentsfrom Peabody (1997) Bill andEstelleWatters Fund(1997)for George &JudyWebb Fund(1986)to Jane Wengren Fund(1979)forthebenefitof *Stetson WhitcherFund(1986)tobenefit May J.Wikstrom Fund(1998)tosupport Rudolph &SaraWyner PrizeFund(1985) *Charlotte SaltonstallBighamMemorial *Jane BernsteinFund(2006) William D.&MaryE.BenjesFund(1984) Bellevue Fund(1999) *Baupost Group CharitableFund(2004) Baudanza FamilyFund(1997) Basil Street Fund (1998) *Richard Allan BarryFund(2002) John &JudithBarberFund(2002) BANT Fund(1986) Richard Balzer Fund(2004) *NICSA/William T. BlackwellScholarship *Linda CabotBlackFund(1983) Bitpipe LegacyFund(2004) Bird Fund(1999) *Tom andLisaBlumenthalFamily Emmanuel andJaneBlitzFund (1992) Joan T. BokFund(1997) three namedagencies Phillips Academy benefit PrincetonUniversityand Greater Boston the CenterforInternationalVisitors of eight namedagencies eye retina research Arabs andJewsinIsrael cooperation andreconciliation among and positivecontributiontomutual organization thathasmadeasignificant award (paideveryfifthyear)toan to theNewIsraelFundforaprize Fund (2004) Fund (1995) Foundation Fund(2005) TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 77
Seasoned Leader Kevin Phelan (right) and Emerging Leader Eamon Miller, who grew up in South Boston and plans to return to the Greater Boston area after he receives his degree from Providence College in Rhode Island, which is Mr. Phelan’s alma mater. The South Boston Boys and Girls Club played an important role in Mr. Miller’s young years and development. He credits Mr. Phelan, who is on the Board of the Boys and Girls Clubs of Boston, for serving as his mentor and wants to follow in Mr. Phelan’s footsteps. He would like to own his own business, serve on the boards of nonprofit organizations and give back to the community.
See page 80 for another Boston Foundation board member 77 and emerging leader. TBF 2006AnnualReportText_37-88_rev12/12/061:52PMPage78
78 Charles EzekielandJaneGarfield Cheever Charles EzekielandJaneGarfield Cheever *Chasin/Gilden FamilyFund (2000) Champa CharitableFoundation Fund *John J.CattaneoIIIFund(1984) Ellen W. CaseyFund(1993) Margaret W. CaseyFund(1986) C. Alec andSarahO’H.CaseyCharitable Carpenter FamilyFoundationFund(1997) Michael C.CampbellFund(2002) Erin K.CampbellFund(2002) A. Bruce CampbellFund(2002) Allan R.andMarthaM.CampbellFund *Campbell FoundationFund(2003) Norman L.CahnersFund(1984) C &KFoundationFund(2000) HoleFund(1994) Butler’s Kairos Butler Fund(1994) *John A. ButlerMemorialFund(1988) William T. Burgin Fund(2001) *Bill andBarbaraBurgess Fund(2002) Denise A. Burgess Fund(2002) Burden Family CharitableFund(1999) Bullock FamilyFund(1997) *John F. Brooke Fund(2000) *Peter W. andRuthH.Brooke Fund(2004) *Peter A. Brooke Fund(1998) *Bronner Fund(2006) *Francis J.Bresnahan Educational Braverman FamilyFund(1992) *Sally andJosephBraunsteinCharitable BPE/Bank ofBoston200th Anniversary Boston FoundationRealEstateGiftFund *Boston FoundationPooledIncome Boston CityHospitalSocialServiceFund Fund II(2006) Fund I(2006) (2003) Fund (1993) (1996) Scholarship Fund(1986) Fund (2005) Foundation Plan forExcellenceinthePublicSchools Fund (1982)forsupportoftheBoston (2004) Distribution Fund(1992) work studentsintheBostonarea training costsandotherofsocial patients ofBostonMedicalCenter;for including rehabilitation, ofneedy (1981) formedicalsocialtreatment, Elizabeth Deming CoxeFund(1995) Todd F. DavenportFamilyFoundation John DaSilvaMemorialFund (1988) Darling FamilyFund(1983) Paula MarieDanforthMemorial Dammann BostonFund(2003) *Dainger Fund(1997) Crosby Family Fund(2000) Cregan Charitable Fund(2005) Sophia D.CoupounasFund(1996) Demetrios G.C.&Kimberly A. Coupounas George D.& Angelyn K.CoupounasFund *Elizabeth CotterMemorialFund(2005) Corvelli Fund(1996) Copernicus Fund(2003) *Cooper LeeserFamilyFund(1997) Coolidge FamilyFund(1982) Constance andLewisCountsFund(1990) John andKimberlyConeFund(1995) Condor Street Fund(1988) Community BenefitsTrust Fund(1998) Colony RoadFund(1997) Colette PhillipsScholarshipFund(2004) Colby CharitableFund(1980) (2001) *Coit FamilyFund A Cohen/Lucas Fund(1999) *Clarke Fund(1987) John J.ClancyFund(1998) Circle Fund(1997)prioritygivento Churchill FamilyFund(1997) Chung FamilyFund(1999) Dr. &Mrs.B.U.ChungFund(1999) Michael W. ChristianMemorialFund Christ onEarthFund(1989) *Chertavian FamilyFund(2005) *Joyce ChenandHelenFoundation *Chelsea CommunityFund(1997) Fund (2000) Technical HighSchool Minuteman RegionalVocational Regional Vocational HighSchoolor attending eitherLincoln/Sudbury Scholarship Fund(1990)fora student Fund (1996) (1994) organizing forsocialchange organizations whichsupportgrassroots (1986) Fund (1995) Chelsea HumanServicesCollaborative specifically butwithoutlimitation,the People ofChelsea,MA,including used primarilyforthebenefitof (including theCranford Fund)tobe Edward L.andPaulaB.DeMore Fund Phyllis andJimmyDiGeronimo Fund *Larry DiCaraFund(2006) *Dibble FamilyFund(2005) Joe DiGeronimo CharitableFund(2004) DeWolfe FamilyFund(2000) deVille Fund(1994) Eugene B.&NinaL.DoggettCharitable Doe Noordzij Fund(2001) Dillon Fund(2004) *Dunkin’ BrandsCommunityFoundation Duggan CharityFund(1998) Drane CenterFund(2002) Douglas DraneFamilyFund(1984) *Donor Co-InvestmentFund(2004) *Deborah Dunsire andMichaelHallFund Norris &ConstanceEvansCharitableFund Evans FamilyFund(1999) Ethics Trust Fund(1993) *English FamilyFund(2005) *Employment RetentionFund(2004) *Ellis FamilyFund(2003) *Eisenson FamilyFund(2005) *EdVestors GrantmakingFund(2003) &EEducationalQuestFund(2004) A Echo RockFund(2000) Lesser EberFund(2005) Margaret EagleFoundation Fund(2000) Eagle Bank-FrankE.Woodward Thomas F. Farb&StacyS.Valhouli Family *Peter andEllenFallonFund(1997) Excalibur Fund(1999) Mark HaydenFinemanChess Tournament Fine FamilyFoundationFund (2002) *Ferdinand Fund(2000) Martin &KathleenFeldsteinFund (1986) Fayerweather Fund(1988) *FARM Fund(2006) *Fisher Family Fund (2000) *First Principle Fund(2006) (2003) (2004) Fund (1999) Fund (2006) (2005) (1999) for Everett residents Scholarship Fund(1985)scholarships Fund (2001) the greatest skillinchess School Systemwhohavedemonstrated school studentsoftheNauset Regional Fund (1985)forawards topre-high 79 for the needy and charitable of Waltham organizations Fund (1991) Family Fund (2000) (1997) (1999) Giving Fund (2004) Fund (1997) Fund (2005) (1991) Fund (2005) *Ron and Cheryl Homer Fund (2005) *Gilbert H. Hood Family Fund (1980) *Robert Hooper Family Fund (2004) *Hourless Fund (1997) Hamblin L. Hovey Institute Fund (1983) M. Benjamin Howe Fund (1997) Hoyt Family Fund (2000) (2001) Hunt Fund for Children Fund (2000) Investing in the Future *Ipswitch Fund (2000) Mountain Education Fund (2004) *Iron *J. Jill Compassion Fund (2002) Mitchell & Diane Jacobs Fund (1998) JAHELBE Fund (2002) Charitable *Rogina L. & Stephen B. Jeffries *Jochkan Charitable Fund (2001) Johnson Stephen G. & Rosemarie Torres Jonas Family Fund (2000) Hubie Jones Fund (2004) Fund (2000) Trust *Samuel Lamar Jordan Jumping Rock Fund (2000) Kalman Family Fund (1996) *Beton M. Kaneb Fund (1983) *Albert J. & Diane E. Kaneb Family Fund II A. Kaneb Fund (2003) *Patricia Charitable Foundation *Steven E. Karol *Kassler Family Fund (2000) Kaufer Charitable Stephen and Caroline Kaye Charitable Fund (2003) Anne-Marie Keane Foundation John & Kearney Family Fund (1995) and Mrs. Raymond B. Keefe Memorial Mr. *Keewaydin Fund (2001) Kelly Catholic Charitable Fund Sabina F. *Keogh Family Fund (2000) *Khudari Fund (2005) Mind) Strong Body, *Kidder SBSM (Strong *Kidder Smith Fund (2003) *M. R. Kidder Charitable Fund (2004) KJN Family Fund (1997) *Kluchman Family Fund (1997) Allen and Elizabeth Kluchman Fund (1997) Foundation Fund (2001) Social Change (1998) Advised Fund (2001) (2004) (1972) Fund (2005) Fund (2005) (1993) (2000) (1995) (2006) Goodworks Fund (2002) Educational Fund (2001) Gordon Family Sandra & Philip Gordon *Robert L. Gould Fund (1987) *Gravelley Springs Fund (2005) Fund (1984) Raymond C. & Joan Green Fund (1999) Patricia H. Gross *Gualala Fund (1991) Gullickson Fund for *Charles & Dorothy H. Family Fund (2003) Mary Haas and Ronald Leavitt Donor *Jay Habegger and Christine Nagle Fund *Charles Hammond Fund - Hanover (1972) *Charles Hammond Fund - Springfield Hannigan Family Fund (2004) *W.J. Ken and Becky Hansberry Fund (2001) Charlotte C. Hart Family Fund (2001) and Elisabeth Hasselbeck Charitable *Tim Allan Hauter Memorial Fund (2004) J. James E. Hayden Charitable Fund (2001) Hebb Charitable Fund (2003) HEIRS Fund (1996) Heitman Family Fund (1994) Hel lyn Fund of Boston (1998) Helies Family Fund (2000) Elizabeth D. Heller Fund (1987) Henderson Fund (1996) Henry Fund (1986) Charitable Fund (1993) Hensley Jr. E. Byron Herzog Family Charitable Fund (2004) A. Hess Charitable H. and Jodi *William Fund Hewitt Family Charitable Trust Ann S. Higgins Fund (2001) Hill Fund Y. Hill lll and Wendy *Lucius T. *Petie Hilsinger Fund (1999) Hingham Education Foundation Fund Hirschmann Foundation Fund (2002) Marc Charitable Fund (2004) Hobart / Toole Fund (1986) Hoffman Family Fund (1993) Holberger and Mary C. Holland Fund *Thomas P. Holland Family Fund (1993) opportunities for enhancing the quality and families of life for children (1993) Fund (1999) Scholarship Fund (2005) for students of in the Houghs MA, residing Quincy, Neck area in the fields support of medical research of endocrinology and/or nuclear medicine (2000) and Services (2005) Autism Research Fishreys Family Philanthropic Fund (1999) Family Philanthropic Fishreys A. Flaherty Fund (2003) Gloria S. Fleming Fund (1983) Edward Fund (2004) *Jack Florey Florin Family Charitable Fund (2004) Fund (1986) Jr. G. David Forney, Forshey Family Fund (1997) to provide *Americo J. Francisco Charity Fund (1998) Americo J. Francisco Scholarship Fund Family Fund (2005) *Freeman/Kelly Fund (1986) Alan Friedberg Niki & Orrie M. Friedman Charitable Fund (1995) *Fryou Fund (2005) Fulkerson Family Fund (1998) Davis R. Fulkerson Fund (1999) Fulkerson Fund (1999) W. Lyle Sarah Fulkerson and Robert Le Roy Family *Fulton Family Fund (2006) Fund (2006) Future *Gabriel Family Fund (2001) Gabrieli Family Fund (1997) Foundation Fund (1997) *Gaffney/Kames *Ganesh Fund (2001) *Gannon Family Charitable Fund (2003) Fund (1986) *John Lowell Gardner Abel & Nancy L. Garraghan Fund (1986) R. Fund (1982) Dave Garroway Brad Gatlin Family Fund (1995) Gaudette Family Fund (2000) Carl J. Gilbert Fund (1984) *Albert Francis Gilmartin Memorial Gladstone Family Charitable Fund (2003) Robert and Linda Glassman Fund (1985) Globe Mallow Fund (2000) Gold Bug Fund (1995) Fund II (1984) for John & Ethel Goldberg Fund (1983) J. Goldberg Avram R. & Carol *Golden Family Fund (2000) Goldfarb Fund P. Andrew & *Rachael P. Peter G. Gombosi Memorial Fund for *Louis & Phebe Goodman Fund (1996) TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 79 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 80
Seasoned Leader Bennie Wiley (right) and Emerging Leader Annica White, who works at The Partnership, Inc., which Ms. Wiley led for 15 years. Ms. White grew up in Weston, Massachusetts. She attended the University of Virginia, graduating with a B.A. in Economics. She returned to the Boston area after college, worked as a coach and substitute teacher, and then worked at the Greater Boston Chamber of Commerce for two years. While at the Chamber, she participated in The Partnership’s Leadership program, which develops professionals of color at all points along the leadership pipeline to sharpen their leadership skills, build networks and leverage their influence. 80 81 Charitable Fund (2003) Jones (2001) Arts Fund (1979) for the Choral encouragement of composition and performance of new works choral music and for the support of choral activities group (1996) (1996) scholarships to students whose academic work & individual contributions to the arts, sciences or the gay business best serve & promote & lesbian community *Novotny/Swahnberg Fund (1997) *Novotny/Swahnberg Ohrn Family Fund (2000) Ones Fund (2004) O’Rourke Fund (1988) T. Richard *Orpheus Fund (2002) *Palisades Fund (1986) Palmer Charitable Fund (1982) *Morgan John J. Pappenheimer Fund (1995) Parker Family Fund (2000) *Field Parker Fund (1996) J. Parker and Donna K. Sherman Richard Partnership Fund in honor of Anna Faith Partnership Fund in honor of Nash Patterson Foundation for the Alfred Fund (2001) Payne’s Creek *Payson Family Fund (2000) Peeler/Kellogg Fund (1999) Samuel Perkins and Nancy Reed Fund Sheila and Sara Perkins Fund (1996) Fund - William Perkins Improvements Fund (2000) A. Perkins, Jr. John Perkins Fund (1999) John & Lydia Robert C. Perkins Fund (2000) Thomas Perls Fund (2004) Roger Perry Memorial Fund (1999) *Peter Fund (2000) *Petersen Family Fund (2001) Kevin Phelan Fund (2004) Philancon Fund (1990) A. & Fannie Phillips Fund (1997) Katherine Family Fund (2000) Picard Fund (2002) & Rick Cresswell Jamie Pierce Pitts Family Fund (1997) *Plimpton - Shattuck Fund (2005) Renata Poggioli Fund (1991) Family Fund (1996) Pokross/Gill Pool Family Fund (1997) Porter Fund (1998) Townsend William Poss-Kapor Family Fund (1996) Pride in Scholarship Fund (1992) for & Ruthann Prifty Fund (2001) Fred medical research in the fields of medical research endocrinology and/or nuclear medicine Paine Metcalf Fund (1998) in Disability (2000) of Careers (2004) educational purposes for the black community in Boston, part for scholarships Foundation Fund (2001) (2005) Fund (2003) (2002) Medical Research Fund (1992) to support Medical Research *Medugno Family Fund (2006) H. Mehlman Fund (2002) Emily & Bernard *Mellowes Fund (1998) & David Mendels Fund (2000) Yassa *Leila *Menna/Remien Fund (1999) *Barbara Putnam Metcalf & Robert Treat Advancement *Allan Meyers Fund for the Michon Family Fund (1986) Unlimited Potential Fund (2005) *Microsoft *Mid-Century Fund (2004) Middleton Family Fund (1995) J. F. *Mill River Foundation Fund (2004) *Joseph Morton Miller Family Fund (1998) Advised Fund Gabrielle J. Miller Donor *Anita L. Mishler Education Fund (1983) (2000) Moccasin Brook *Molino Family Fund (2003) *Monadnock Fund (2002) Fund (1980) for Morgan Tallulah Advised Fund (2000) *Morris Sykes Moyer Fund (2005) Fund (1994) *Muddy Pond Trust David G. Mugar Fund (1998) *Mullen Family Fund (2001) *Munger Family Fund (2001) *Murray Hill Charitable Fund (1995) *Musinsky/Krieger Fund (1996) *Myrtle Field Fund (2004) Mystic Harmony Fund (2000) Charitable Leslie & Sandra Nanberg *Narnia Fund (1986) A. Lage Fund E. Nason & Kent *Tami and David G. Nathan Fund (1986) Jean F. A. Nathan Fund (2001) Scott Account *Neumann Family Charitable *New Beginnings/Kidder Fund (2004) *Next Door Fund (2005) *North Conway Institute Fund (2001) Chad & Lia Novotny Fund (2002) Advised Fund Donor Novotny/Ramirez (2004) (1998) Alliance (2005) Treatment Charitable Fund (2005) (2004) (1986) (1998) Assistance Fund (1996) (1997) (1997) Charitable Fund (1998) (1997) Klureza Family Fund (1997) Klureza Knopf Family Charitable Fund (2004) Fund (1995) Pamela Kohlberg Kopacz Charitable Gift Fund (2003) Koster Fund (1985) Stephen P. *Kravitz Family Fund (1993) Fund (2002) Anna Krezwick *Raju and Melanie Kucherlapati Fund Fund Clara K. Kupferschmid Childrens’ Fund/LAM Fast Track *LAM Research *G. Barrie Landry Fund (2005) A. Lavidor and Eric E. Berman *Lorin *Barbara Lee Family Foundation Fund *Thomas E. & Barbara B. Leggat Fund C. Martin Leinwand Fund (1986) Levin Fund (2000) Colman & Carol Levine Family Charitable Fund (2003) Levitt Family Fund (2000) Joan & Theodore Charlotte Ruth Lewis Fund (1998) Roland Lewis Fund Bernard Edward Lippincott Fund (1996) Southard Community John S. Llewellyn, Jr. LMG Fund (1997) A Joan Locatelli Foley Memorial Fund Joan Locatelli Foley Memorial Fund D *GC & JW Lodge Fund (2000) Fund (1996) *Lord-Buck Family Fund (1998) Lovett-Woodsum Lunder Fund (1982) *Bruce Donald J. & S. Kelley MacDonald Magic Penny Fund (1997) Mahoney Family Fund (1983) G. Markos Fund (1982) William A. Marran Fund (1983) Evelyn Martin Fund (1998) I. Masterman Fund *Sydell and Edward *Mayel Fund (1982) & Judith McGinnis Fund (1999) Richard Fund (2001) McIntyre Eleanor P. McNeill Family Fund (1997) TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 81 TBF 2006AnnualReportText_37-88_rev12/12/061:52PMPage82
82 *Saffron Circle Fund(2006) *Robert Sachs&Caroline Taggart Gift *Rust BowlFund(1987)forthe benefitof Russell-Oliver FamilyFund(1997) *Russell FamilyCharitableGift Fund *Dr. Jordan S.RuboyCharitableFund *Roy/Thompson FamilyFund (2000) Rotten DockFund(1988) *Rotman-Attardo FamilyFund(2005) *Andrew L.& Leslie(George) RossFund *Rosedune Fund(1970)especiallyfor Rodgers CommunityFund(2004) Robynhood ThanksgivingFund(2002) *Roberts-Belove Fund(2004) Thomas RobertsFund(1995) Jonathan RizzoMemorialFoundation *Riptide Fund(2002) *Rich FlorinFamilyFund(2005) Russell &CarlaRicciFund(1985) Edward S.Reynolds MemorialFund(1984) *RETQ Fund(2001) Reno FamilyCharitableFoundation(1998) Renaissance Fund(1998) Remmer-Fox FamilyFund(1995) Robert B.ReichFund(2000) *Regan FamilyCharitableFund(2005) Sara DelanoRedmondFund(1996) *Gene Record Fund(2002) *Raytheon CompanyMatchingGiftsfor Bessye BedrickRavelsonFund(2003) *Otto W. RamstadFund(1998) *Emma W. RamstadFund(1998) Radtke FamilyFund(1996) *Barbara & Yale RabinFund(2002) Sidney R.&EstherV. RabbFamilyFund *Quinn-Jacobs FamilyFund(1992) Quid NuncFund(2001) Peg PyneFundforHandicapped Access Sue andBerniePuckerFund(2002) Thomas &MaryPrinceFamilyFund(2000) Fund (1998) cultural arts,includingtheatre (2005) (1998) (2003) primarily forchildren educational andculturalprograms, Fund (2001) Education Fund(2001) (1983) to handicappedworshipers (1985) tomakecongregations accessible Aaron SteinFundforGroup David F. Squire FamilyFund(1997) *Spector Fund(2001) Nancy andGeorge SouleFamilyFund *Somerville Fund(1996) Society ofWomen Engineers-Boston Fund *Social Venture Partners-Boston Fund Clark R.SmithFund(1990) J. Alper SmithFund(1996) Walter A. &HopeNoyesSmithFund *Austin &SusanSmithFund(1999) Smith FamilyCharitableFund(2004) Ellin SmalleyFund(1987) Skylight Fund(2000) 63 Marlborough Street Fund(1984) *Steven andKaren SisselmanFamilyFund *Ellen L.SimonsFund(1997) Jean KarpasSiegelFund(1994) Shoe BoxFoundationFund(2004) *William U.&J.W. ShipleyFund(2001) Shields FamilyFund(2006) Sherman FamilyFoundationFund(2005) Sherborn Fund(1997)forthebenefitof Shawkemo Fund(2000) *Shapiro/Fleishman Fund(1999) Shames/Egasti Fund(1991) Shadow LakeChildren’s Fund(2002) *Norman J.&MaryellenS.ShachoyFund September Fund(2000) *Seim Fund(2003) Gerald SegelFund(1981) Francis P. SearsScholarshipFund(1973) Sea Street Fund(2004) Charles S.andZena A. ScimecaCharitable Joel SchwartzFamilyFund(2000) Schumann FamilyFund(2005) Schott Fund(1999) *Margaret M.Schmidtand KennethJ. Schawbel FamilyFund(1995) Kazanjian Sargeant Fund(1996) Risha C.andPaul A. SamuelsonFund Psychotherapy (1983) (1997) (1996) (2001) (1985) (2005) residents ofSherborn, Mass charitable organizations, activities,and (1997) Fund (2004) Danila Fund(2004) (1982) Elihu andLillianStoneFamilyCharitable Stone FamilyFund(1999) Stone CharitableFund(1999) Stewart-Holtzman Fund(2001) Stewart Fund(2006) *Harvey &ShirleySteinFund(1999) Stonehill EnrichmentFundofthe Ames *Scott andJenniferTobin CharitableFund *Tiare Fund(1996) *Susan andMichaelThonisFund(2005) Thomsen FamilyFund(2000) Tempero FamilyFund(2002) TechFoundation Fund(2002) Sylvan Fund(1985) Sustainable Future Fund(2003) *Sunrise Fund(1993) Diane Sullivan-Villano Fund(1998) Nancy L.SullivanFund(1989) *Suhrbier FamilyFund(2005) *Joshua SugnetFund(1998) *Charles SugnetFund(1998) Sugarman Fund(1982) Robert StrangeFamilyFund(2003) Gerard B.Townsend CharitableFund *Topol FamilyFund(1991) *Joseph BishopVan SciverFund(1861- Valette FamilyCharitableFund(2001) Thomas &LoisValeo Fund(1982) *Trefler Fund(1997) Vendome Firefighters ScholarshipFund *Villers Fund(1997)tosupportthe *Wainwright BankCommunityFund James andMargaret Wade Fund(1997) *JH &EVWade Fund(1990) *Ann &RobertvonderLippe Fund(1997) M. Volpe Kluchman Fund(2005) Vizzini Fund(1997) Sally Suttenfield Webb Fund(1998) *Waterfield Fund(2002) Warner CharitableGift Fund(2000) J. H.&C.K.Walton Fund(1986) Ruth &HenryWalter Fund(1982) *Walker Fund(1998) Fund (2003) Free Library(1994) (2004) (1995) 1943) (1997) descendant ofaBostonFirefighter University studentwhoisachildor (1992) meritscholarshipforaSuffolk Community Catalystprogram (1998) 83 benefit of the Andover Village benefit of the Society Improvement (1994) for the planting and upkeep of and encourage wild that protect trees life bird Trust benefit of Natural Resources of Easton, Massachusetts of animal related causes, including of animal related which have their primary organizations for purpose insuring quality care domesticated animals support Junior Achievement support Junior Foundation (1994) Bessie P. Goldsmith Fund (1994) for the Bessie P. Memorial Fund Hollis D. Leverett Fund (1994) for the Sheep Pasture Karin E. Wood Fund (1993) Karin E. Wood Fund (1996) *Michael N. Wood Fund (2005) *Wurcer-Kleiner Fund (1988) Young Paul & Eleanor *Zabin Charitable Fund (2001) Zarkin Family Fund (2001) Sylvia and Robert Zell Fund (1988) Emily Zofnass Fund (1998) for the benefit T. Zouikin Charitable Fund (2003) T. Horace Moses Foundation (1995) to James M. and Cathleen D. Stone Greenbelt (1994) for the benefit of Greenbelt Association Essex County Greenbelt Fund (1996) for the New England Foundation to aid Forestry land in conservation of forest New England benefit of Capen Hill Nature Sanctuary in Charlton, Massachusetts (1994) Areas & Natural Wildlife (1985) Allyn Cox Fund for Essex County Herbert Farnsworth Fund (1994) Foundation New England Forestry Gaywest Farm Fund (1994) for the of General Fund for Preservation *Natica R. Williams Fund (1986) *Natica R. Williams Fund C. Williams Ralph B. & Margaret II Fund (1986) Ralph B. Williams, Family Foundation Fund (2001) Winkler Fund (1998) *Owen Thomas Winship Fund (1998) *Samuel Lee Winship Fund (1998) L. Winship *Wesley Fund (1998) *Jesse Winship-Freyer Foundation Fund (1989) Winsor Charitable Fund (2005) *Witkowicz Fund (1997) *Jack & Judith Wittenberg Memorial Fund (1981) L. Wolf Howard for the benefit of needy persons Massachusetts Winchendon, (2004) for preventative programs, direct programs, for preventative services and new initiatives in the field historic protection, of environmental the arts and preservation, and archival mental health located in either Cape Ann or the Nashoba Valley be paid to the Boston Foundation for general purposes known as the Fund for Preservation (1994): Areas) and Natural of Wildlife Weiss Charitable Fund (2004) Weiss Fund (2001) Jack and Kathleen Welch Fund (1991) *Lois & David Weltman Annie Evans White Memorial Fund (1970) Frank & Jean White Fund (2001) Janet White Memorial Scholarship Fund *Whittier Family Charitable Fund (2005) Fund (1989) Guy and Maggie Wickwire Fund (1986) Jr. *Benjamin J. Williams, Fund (1986) David B. Williams Fund (1986) A. Williams *Hope Support Organizations and Other Special Funds Support Organizations Anderson Foundation, Inc. (1980) J. Bruce James R. Bancroft Trust (1953) income to Trust James R. Bancroft Boston’s Fourth of July Foundation, Inc. (formally *Fund for the Environment TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:52 PM Page 83 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:53 PM Page 84 85 11.2% 12.4% 5.5% 13.0% 13.3% 6.3% 1 Year 3 Year 5 Year Performance as of June 30, 2006 The Boston Foundation takes a total return approach approach The Boston Foundation takes a total return the assets of Fund for 21st Century Today, Total Fund Total Policy Benchmark* S&P 500 Index 8.7% 11.2% 2.5% * Policy benchmark is a composite of the individual benchmarks used performance. Past performance is not a guarantee of each manager’s to measure results. future Financial Oversight The Foundation’s Investment Committee establishes monitors the individual investment investment policy, managers and their performance, sets each year’s spending rate. The Investment Committee is assisted by an independent investment consulting firm. to investment management under the Uniform Manage- return Total Act (UMIFA). ment of Institutional Funds is a term used to describe the total change in fund value and both interest from over a given time period resulting and unrealized (realized dividends, and capital appreciation as opposed to just investing gains). Investing for total return, and dividends, allows the Foundation to capture for interest in the equity a portion of the historically higher appreciation and equity-like markets for grantmaking purposes. include not only traditional stock and bond investments, capital, real venture but participation in private equity, strategies. Diversification estate, timber and absolute return 8.3% 9.6% 34.5% 21.1% 16.1% 10.4% Domestic Equity International Equity Capital Private Equity/Venture Absolute Return Fixed Income Real Assets as of June 30, 2006 Asset Allocation Asset Total Equity Total he Boston Foundation has a mandate both to fulfill ● ● ● ● ● ● 2006 Financials 2006 T Century the 21st for Fund managed in a professionally The Foundation’s assets are The Fund pool known as the Fund for 21st Century. with the has a long-term time horizon, and is structured in excess of the targeted objective of achieving returns assets as of June costs and inflation. Total spending policy, $686 million in the $770 million, up from 30, 2006 were prior year. its role as Greater Boston’s community foundation today— as Greater its role by maximizing dollars available for making grants—and to the that the charitable dollars entrusted to ensure available to continue this work tomorrow Foundation are and a well- Robust development efforts and in perpetuity. diversified investment strategy enable the Foundation to meet both these objectives. TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:53 PM Page 85 TBF 2006AnnualReportText_37-88_rev12/12/061:53PMPage86 spending rateappliedtothecurrent marketvalue. of spendingfrom theprevious yearplus30%ofthe6% the previous levelofspending.Spendingisequalto70% helps balancethecurrent endowmentmarketvalueand Funds. TheFoundationusesasmoothingmechanismthat spending ratewas6%forallendowedBostonFoundation while continuingtohavethemostimpacttoday. The2006 that thecharitablefundswillbeprotected forthefuture, By usingaspendingpolicy, theFoundationhelpstoensure The SpendingPolicy market risk. of theFoundation’sendowmentandshouldmoderate among multipleassetclasseshelpstoreduce thevolatility 86 shareholders caninfluencethegovernance and behavior Proxy votingisthebasicmechanismthrough which by exercising itsrighttoproxy voting foritsinvestments. and expectationsaround theareas ofcorporategovernance foundation inthecountrytoactivelypromote itsvalues The BostonFoundationwasthefirstmajorcommunity and Proxy Voting Socially Responsible Investing millions $80 10 20 30 40 50 60 70 0 Gifts Received 200 2 200 3 200 4 200 5 200 6 millions $800 100 200 300 400 500 600 700 0 Increased Growth from 2002 through 2006 200 Net Assets 2 200 3 200 4 200 5 200 6 millions $80 10 20 30 40 50 60 70 0 200 expenses haveremained atanaverageof1.0 %oftotalassets. kept aslowpossible.Overthepastfiveyears,operating take careful stepstoensure thatthe operatingexpensesare The Foundation’smanagementandBoard of Directors Expense Control 617-338-1700. www.tbf.org orbycallingtheFoundation’soffices at full financialstatementsare availableonourwebsiteat of thefinancialstatementsisshownhere, butcopiesofthe summary statements fortheyearendedJune30,2006. A KPMG hasissuedanunqualifiedopiniononthefinancial of Directors. Thestatementswere auditedbyKPMG,LLP. independent Audit Committeeand,ultimately, theBoard strict policiesandprocedures overseenbytheFoundation’s The Foundation’sfinancialstatementswere prepared under Audited FinancialStatements equity andgoodcorporategovernance. environment, communitywell-being,diversityand focuses itsproxy votingonkeyissuesincludingthe of corporationsinwhichtheyholdstock.TheFoundation Grants Paid 2 200 3 200 4 200 5 200 6 gifts receivedgifts andtotal assets. all-time record for grants paid, 2006, theFoundation set an total assets to $770 million.In increasing theFoundation’s grown over thelast five years, have steadily andsignificantly to theBostonGifts Foundation TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:53 PM Page 87
2006 Summary Financial Statements
Assets:
Receivables $ 21,100,293
Investments 746,630,949
Other 2,076,627
Total Assets $ 769,807,869
Liabilities & Net Assets:
Accounts Payable $ 2,376,166
Grants Payable 4,964,361
Other 5,260,187
Net Assets 757,207,155
Total Liabilities & Net Assets $ 769,807,869
Revenues:
Contributions $ 73,560,736
Net Investment Return 79,046,884
Total Revenues $ 152,607,620
Grants & Expenses:
Grants $ 63,914,314
Program Support 2,995,930
Operating Expenses 7,478,616
Total Grants & Expenses $ 74,388,860
Change in Net Assets $ 78,218,760
Net Assets Beginning of Year $ 678,988,395
Net Assets End of Year $ 757,207,155 87 TBF 2006 Annual Report Text_37-88_rev 12/12/06 1:53 PM Page 88
Acknowledgments Editor Barbara Hindley Designer Katherine Canfield Photographer Richard Howard
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