Selected Grants from 2004

2004 Selected Grants edge TBF has about the issues that are most from Discretionary Funds pressing and the nonprofit organizations that are In 2004, the Boston Foundation and its donors Discretionary Funds are the primary funds for most effective. There are no purposes listed for made $51 million in grants to nonprofit organiza- which nonprofit organizations may apply. They these grants because they are generally for broad tions in the Greater Boston community and include: the Community Fund, which is the organizational support. across the country. To convey the full breadth of largest unrestricted fund and has been built by this grantmaking, a representative group of hundreds of civic-minded Bostonians over the Geographic Distribution of selected grants from all funds – Discretionary, years; Named Funds – often established to honor Discretionary Grants Designated and Advised – are presented in the a notable person or organization; and Field of following pages, organized by broad categories. Greater Boston Interest Funds, created by donors who care 46% The Foundation’s Board of Directors authorizes deeply about a specific area of community life. all grants. Massachusetts Many grants are made from a combination of New England 10% National 1% these different kinds of funds. In the following Boston Neighborhoods 2004 Grants Paid by Fund Type lists, we briefly describe the purpose of each City of Boston 30% 11% grant. Individual Greater Boston Communities 2% Selected Grants from Designated Funds Grants from Designated Funds go to specific The largest proportion of grant dollars from nonprofit organizations in keeping with the Discretionary Funds benefit Greater Boston as terms established by donors over the years. These a whole (46%), or target the City of Boston and grants provide annual support for many of the its individual neighborhoods (41%). Of the community’s most important institutions. There neighborhoods, the largest percentage of funds are no purposes listed for these grants because 2004 Grants Paid by Program Area go to Roxbury, North Dorchester and East they are generally for broad organizational Boston. Another 10% go to projects that support. benefit the entire state. Selected Grants from Donor Advised Funds Donor Advised Funds are established by people who want to be actively involved in the grant- A complete listing of all Grants Paid from making process. Many of these donors have a July 1, 2003 to June 30, 2004 is available on the Foundation’s website at www.tbf.org. commitment to strengthening the Greater Boston community, and take advantage of the knowl-

22 Selected Grants from 2004 Social Services

A total of $8,585,836 in grants was made in the area of Social Services.

Discretionary Grants “ High-rise glass and aluminum-skinned towers block the landward view that John Winthrop enjoyed from the deck of the Arabella… ‘We Beacon Hill Village, Inc., $25,000 must,’ he charged his community, ‘…be willing to abridge ourselves of our $2,000 from the Grace G. North Fund, $7,500 from the Katherine Dexter superfluities for the supply of other’s necessities. For we must consider that Shelman Fund, $10,000 from the Helen & Marion Storr Fund, $2,000 from we shall be as a City on a Hill. The eyes of all people are on us.’ ” the Stuart-Jones Trust Fund of the All Souls Lend A Hand Club, Inc., and Jack Beatty, “Whose City, Whose Hill?,” from The Good City $3,500 from the Gladys W. Yetton Fund For subsidized memberships for low- and moderate-income elders to enable them to live in their homes

Children’s League of Massachusetts, $50,000 Family Service Association of Greater Boston, $6,802 $46,750 from the TBF Community Fund and $3,250 from the David R. From the Lilian G. Bates Fund Pokross Fund for Children in Need Freedom House, $56,080 To support a project coordinator staff position From the Muriel & Otto Snowden Endowment Fund Julie’s Family Learning Program, $40,000 Morgan Memorial Goodwill Industries, Inc., $11,695 $15,000 from the TBF Community Fund, $9,000 from the David W. Cushing From Harry D. Neary Fund Fund, $10,000 from the Charles Frederick Joy and Dora Marie Joy Fund, and $5,500 from the Gladys W. Yetton Fund To support the development of financial management systems Donor Advised Grants Jewish Family and Children’s Service, $25,000 Lead to Opportunities for Youth with Disabilities, $100,000 From the Kaye Charitable Fund $60,250 from the Edith M. Ashley Fund, $4,750 from the Mabel Walsh Danforth Fund, and $35,000 from the Louis Agassiz Shaw Fund Help for Abused Women and Their Children, Inc., $40,000 For general support of the Lead to Opportunities for Youth with Disabilities Initiative From the Coolidge Family Fund

Designated Grants Massachusetts Society for the Prevention of Cruelty to Children, $10,000 From the Payson Family Fund Boys and Girls Clubs of Watertown, $85,750 From the Charles T. Burke Fund for the Watertown Boys and Girls Club South Shore Day Care Services, Inc., $15,000 From the J. Jill Compassion Fund

23 Selected Grants from 2004 Health

A total of $4,281,582 in grants was made in the area of Health. Northeast Hospital Corp., $2,294 From the Almon B. Cook Relief Fund Discretionary Grants Vinfen Corp., $11,394 Alzheimer’s Association, Massachusetts Chapter, $37,500 From the Rae and Aaron Alberts Foundation Fund From the Frederika Home Fund For support of the Alzheimer’s Disease, Empowering Patients project Donor Advised Grants

Health Services Partnership of Dorchester, Inc., $40,000 Brigham and Women’s Hospital, $10,000 From the TBF Community Fund From the Corvelli Fund To support the hiring of a director for the DotWell project Massachusetts General Hospital, $30,000 Massachusetts Health Policy Forum, $20,000 Gilbert H. Hood Family Fund. From the TBF Community Fund Kenneth B. Schwartz Center, $25,000 For support of “Funding of Public Health in the Commonwealth: Losses and From the Novotny/Swahnberg Fund Gains” report Visiting Nurse and Community Health, Inc., $2,000 South Boston Neighborhood House, Inc., $50,000 Joan & Theodore Levitt Family Fund $1,200 from the Jacoby Club of Boston Fund, $25,000 from the Louis Agassiz Shaw Fund, and $23,800 from the Mary Denny Williston Fund To support efforts to strengthen the network of groups working on substance abuse issues in South Boston

Designated Grants “ No other city in America has been such a wellspring of innovation for so long… innovators have produced a succession of new ideas that Arthritis Foundation, Inc., $1,558 have enhanced and extended and forever altered our lives… General From the Alison L. Stevens Fund anesthesia was used for the first time in 1846 at Massachusetts General Hospital, and in Boston’s Public Garden there is a monument to the Emerson Hospital, $1,464 miracle of being rendered unconscious before you are cut open. The From the James W. and Margaret A. Ingraham Charitable Fund iron lung was developed here, as was the pacemaker…” Scott Kirsner, “Innovation City,” from The Good City

24 Selected Grants from 2004 Education

A total of $13,052,970 in grants was made in the area of Education. Massachusetts Charter School Association, Inc., $75,000 From the TBF Community Fund Discretionary Grants For support of its Boston-based advocacy and public education programs

Catholic Schools Foundation, Inc., $100,000 Designated Funds From the TBF Community Fund To help four Catholic high schools become independent Catholic schools Acton-Boxborough Student Activities Fund, $6,770 From the Acton-Boxborough Student Activities Endowment Fund Boston Full Service Schools Roundtable, $50,000 From the Theodore C. Hollander Trust Fund Edward Everett Elementary School, $6,060 For general support of this coalition dedicated to the expansion and improvement From the Boston Schoolyard Funders Collaborative of full service schools Dartmouth College, $9,600 Countdown to Kindergarten, $50,000 From the Stetson Whitcher Fund $47,500 from the TBF Community Fund and $2,500 from the David R. Harvard University, $3,000 Pokross Fund for Children in Need From the William Morgan Palmer Fund For support of the program’s staff costs Donor Advised Grants

Cambridge School of Weston, $11,500 From the Andrew L. & Leslie (George) Ross Fund A few blocks from my house…was the Jeremiah E. Burke High “ McGill University, $5,000 School. My mother immediately enrolled us at the Burke, where I would From the T. Zouikin Charitable Fund meet three women who were to set me firmly on a course to become a writer… As if my great-aunt had sent word telling her that I was coming Milton Academy, $4,000 and that she should take good care of me, Miss Spencer, my English and From the Benjamin J. Williams Jr. Fund homeroom teacher, adopted me at once…. Miss Spencer became a great Riverview School, $100,000 friend and mentor. ” From the Charles Ezekiel & Jane Garfield Cheever Fund Patricia Powell, “A Literary Landscape: From Jamaica to Boston,” from The Good City

25 Selected Grants from 2004 Cultural Institutions, Arts and Humanities

A total of $4,878,679 in grants was made in the area of Cultural Institutions, Arts and Humanities. “ The neighborhood branch libraries of the Boston Public Library offer citizens programs as well as free passes to city treasures: the Museum of Discretionary Grants Fine Arts, the Isabella Stewart Gardner Museum, the Science Museum, Boston Cyberarts, Inc., $25,000 the Children’s Museum, the Franklin Park Zoo, and the New England $20,000 from the Boston Foundation Arts Fund and $5,000 from the TBF Aquarium..the Afro-American Museum on Beacon Hill.” Community Fund Irene Smalls,“Boston’s Children and the Power of Play,” For the planning of the Cyberarts Festival in 2005 from The Good City Museum of Fine Arts, $75,000 $69,400 from the TBF Community Fund and $5,600 from the Brooks White, Jr. Memorial Fund To implement the Museum’s plan for market research and analysis The Children’s Museum, $76,743 From the Michael Spock Community Service Fund New England Aquarium, $75,000 From the TBF Community Fund Robert Treat Paine Historic Trust, $3,768 To support an audience survey with the goal of identifying areas with potential From the Robert Treat Paine Historical Trust Fund for growth Advised Grants Theater Offensive, Inc., $15,000 From the TBF Community Fund DeCordova and Dana Museum and Park, $5,000 To support efforts to develop an individual donor base From the Parker Family Fund

Fitchburg Art Museum, $11,000 Designated Grants From the Albert and Elizabeth Stone Fund Artists Foundation, Inc., $7,378 Huntington Theatre Company, Inc., $10,000 From the Artists Foundation Endowment Fund From the Mellowes Fund Boston Symphony Orchestra, $25,507 Museum of Fine Arts, $2,500 From the Charlotte F. and Irving W. Rabb Family Fund From the Mayel Fund

26 Selected Grants from 2004 Conservation/Environment

A total of $2,648,719 in grants was made in the area of Conservation/ Fund for the Environment Grants Environment. Capen Hill Nature Sanctuary, $14,201 Discretionary Grants From the Gaywest Farm Fund Island Heritage Trust, Inc., $5,000 Alternatives for Community and Environment, Inc., $25,000 For the Acquisition of Carney Island and at the Causeway Intertidal Basin $15,700 from the TBF Community Fund and $9,300 from the Nathaniel From the Fund for the Preservation of Wildlife and Natural Areas Hooper Fund General Fund For support of the Roxbury Safety Net program Lobster Conservancy, $2,000 Conservation Law Foundation, Inc., $50,000 For Support of the Juvenile Lobster Monitoring Program $47,400 from the TBF Community Fund and $2,600 from the From the Fund for the Preservation of Wildlife and Natural Areas Geno A. Ballotti Fund General Fund For support of the Greater Boston Institute Maine Audubon Society, $4,500 Save the Harbor, Save the Bay, Inc., $100,000 To support preservation of the Bobolink Habitat at Gilsland Farm From the TBF Community Fund From the Hollis D. Leverett Memorial Fund To support an economic impact study of Boston Harbor to identify and track the key elements of a “great” harbor Donor Advised Grants

Alaska Conservation Foundation, $1,000 From the Spector Fund “ The Emerald Necklace is hardly the only public green space in Boston. Interspersed with the city’s historical squares and cultural monu- Massachusetts Audubon Society, Inc., $2,000 ments are community gardens and public gardens, ponds and lakes, and From the Riptide Fund moldering graveyards rich with history, ocean parks, river ways, bird Save Our Sound, $15,000 trails, and, once you get off onto the harbor islands, even campgrounds. Most of these are well known, some are new and have yet to be appreci- From the Atlantic Fund ated, save by their neighbors, and some have deep but little-recognized Trustees of Reservations, $2,500 histories.” From the Muddy Pond Trust Fund John Hanson Mitchell,“An Eden of Sorts,” from The Good City

27 Selected Grants from 2004 Community Development

A total of $4,588,481 in grants was made in the area of Community Development. “ I live in a neighborhood that hardly existed when I was last here. It Discretionary Grants is way downtown, across a little inlet of water called Fort Point Channel… I’m part of the third wave of residents down here…just someone who likes Citizen’s Housing and Planning Association, Inc., $70,000 the crazy overlay of industrial remnants and downtown boogie-woogie and $50,000 from the TBF Community Fund, $10,000 from the Edith M. Ashley the thick texture of an urban area. There is a lot that’s new down here, and Fund, and $10,000 from the J.E. Adrien Blais Fund I that’s the point, but there is also a lot that’s old, which is the other point For public education efforts focused on affordable housing in outlying communities and the more critical one. and for housing advocacy for people with disabilities ” Susan Orlean,“Hooked on Boston: A Love Story,” from The Good City Boston Earned Income Tax Credit Action Coalition, $25,000 From the TBF Community Fund For support of a citywide outreach campaign designed to ensure that the maximum number of Boston residents apply for and receive the Earned Income Tax Credit Roxbury Multi-Service Center, Inc., $10,251 Forward, Inc., $100,000 From the Harold Peabody Memorial Fund From the Willis Munro Fund Urban League of Eastern Massachusetts, $782 For completion of the pre-development phase of Forward, Inc.’s Walnut Street From the Robert E. Wallace Memorial Fund of the Urban League properties

Mattapan Community Development Corporation, $25,000 Donor Advised Grants From the TBF Community Fund Endeavor Initiative, Inc., $5,000 For general and capacity building support From the Peter A. Brooke Fund Designated Grants Habitat for Humanity International, $1,000 From the Ipswitch Fund Community Resources for Justice, Inc., $28,216 From the Gertrude Hooper Fund Marketplace Network, Inc., $3,500 From the McNeil Family Fund Madison Park Development Corporation, $18,000 From the Arts Service Organization Fund Neighbor to Neighbor Massachusetts Education Fund, Inc., $5,000 From the Circle Fund

28 Selected Grants from 2004 Civic Affairs

A total of $3,334,965 in grants was made in the area of Civic Affairs. City Year, $100,000 From the TBF Community Fund Discretionary Grants For the development of an alumni program

City Life/Vida Urbana, $20,000 Designated Grants $6,500 from the TBF Community Fund, $8,500 from the Community Organizing & Advocacy Endowment Fund, and $5,000 from the Jamaica Andover Village Improvement Society, $5,000 Plain Dispensary Fund From the Bessie P. Goldsmith Fund For support of the Tenant Organizing Initiative Social Law Library, $80,814 Metropolitan Area Planning Council, $70,000 From the Social Law Library Endowment Fund From the TBF Community Fund City of Boston, $250,000 To support the Regional Vision and Growth Strategy and the Metropolitan From the Boston Schoolyard Funders Collaborative Mayors Coalition Massachusetts Association of Community Organizations for Brazilian Immigrant Center, Inc., $20,000 Reform Now, $30,000 From the TBF Community Fund Civic Engagement Project Fund For general operating support Donor Advised Grants

Amnesty International of USA, Inc., $5,000 “ …the most important thing we can do right now is work across race From the Ellin Smalley Fund and class lines to encourage voter registration, and—through the ballot and through organized community actions—hold all of our elected offi- International Women’s Democracy Center, $5,000 cials and candidates accountable, at all levels of government. All fami- From the Albert J. & Diane E. Kaneb Family Fund II lies and children in our neighborhoods deserve equal access to the middle MassInc., $20,000 class through the best education and job opportunities. If we promote From the Butler’s Hole Fund voter registration in our neighborhood, and work to hold our leaders accountable, we will win.” Sonoma County Center for Peace and Justice, $10,000 Michael Patrick MacDonald,“There Goes the Neighborhood,” From the Circle Fund from The Good City

29 Selected Grants from 2004 Special Initiatives

The Boston Foundation plays a leadership role in developing focused Education Network and the Commonwealth Education Project. Grants also initiatives in key areas of civic life where intensive involvement has the went to the following seven groups: potential for significant impact. On these pages are brief descriptions of Allston-Brighton Community Development Corporation, $30,000 the initiatives and a brief representative sampling of grants from them. Chelsea Human Services Collaborative, Inc., $30,000 The New Economy Initiative Chinese Progressive Association, $30,000 This five-year program is designed to increase digital equity for young people and adults in our community and enable them to succeed in the Hyde Square Task Force, $30,000 new economy. The initiative also builds the technology capacity of Massachusetts Affordable Housing Alliance, $10,000 nonprofit organizations in this area. All of these grants came from the Massachusetts Association of Community Organizations for Reform New Economy Initiative Fund unless otherwise stated. Here are selected Now, $30,000 grants made in 2004: Project R.I.G.H.T., Inc., $30,000 Boston Main Streets, $30,000 Vietnamese American Initiative for Development, Inc., $30,000 For the Technology on Main Streets project Carroll Center for the Blind, Inc., $40,000 The Community Safety Initiative From the Edith M. Ashley Fund This three-year, $1.5 million initiative seeks to revitalize and strengthen For the Distance Learning Program successful community safety efforts focused on addressing immediate and systemic issues around rising crime in the City of Boston. All of the grants Massachusetts Immigrant and Refugee Advocacy Coalition, Inc., $30,000 are from the Community Safety Fund unless stated otherwise. Here is For the One Headline, One Vote project sampling of grants made through this initiative this year: New England Foundation for the Arts, $40,000 Boston Centers for Youth & Families, $50,000 For Online Marketplace and New England Cultural Database For the Grove Hall Streetworker Project University of Massachusetts/Boston, $30,000 Boston Police Department, $165,000 For the BATEC program ($25,200 from the TBF Community Fund) Villa Tech, Inc., $25,000 For the Comprehensive Community Safety Initiative For capacity building support Ella J. Baker House, $35,000 The Civic Engagement/Voter Participation Initiative For the Hearts to Homes home visiting program This $500,000 initiative is supported by several funders, with the goal of Harvard University, John F. Kennedy School of Government, $50,000 increasing voter registration and turnout in neighborhoods and among For research for Boston Strategy II constituency groups where voter participation has been historically low. Roxbury Youthworks, Inc., $25,000 Funding was provided to two Coordinating Teams: Massachusetts Voter For the Female Focus Initiative

30 The Pilot School Initiative Alliance Charitable Foundation, and the Starr Foundation—$1 million in This initiative was designed to support Boston public schools interested in grants were made in 2004. Here are some selected grants: exploring the Pilot school model. Like charter schools, Pilot schools have Bridge Over Troubled Waters, $50,000 flexibility in hiring, scheduling, work rules and budgeting. In February of From the Starr Foundation Fund 2003, TBF made $15,000 planning grants to 13 schools. Four of the schools To provide intensive case management for youth at-risk for homelessness obtained the faculty vote to convert to Pilot school status, becoming eligible Caritas Communities, $25,000 to receive implementation grants from TBF of $50,000 to $100,000. The From the Willis Munro Fund following schools received support in 2004: For rental assistance and housing location for low-income individuals Lee Academy Pilot School, $50,000 HarborCov, $60,000 To support the expenses associated with implementing the Lee Academy From the Starr Foundation Fund Pilot school plan To provide direct financial assistance to low-income families in Chelsea, Revere, Samuel W. Mason Elementary School, $50,000 East Boston, and Winthrop affected by domestic violence For support of transitional expenses for a Pilot school plan Interseminarian-Project Place, $30,000 Skillworks From the Willis Munro Fund Skillworks is the single largest public/private investment in workforce To prevent 50 women in Greater Boston from becoming homeless once they are development in Boston’s history. Through these investments, Skillworks released from prison seeks to change the way employers hire and promote entry-level workers Massachusetts Coalition for the Homeless, $60,000 from Boston’s neighborhoods. Funding partners include the City of Boston, From the Starr Foundation Fund the Commonwealth of Massachusetts and other local and national funders. To place housing advocates in Boston community health centers to act as an early These grants were made in 2004: warning prevention team providing support to families before they lose housing Asian American Civic Association, Inc., $50,000 International Institute of Boston, Inc., $220,000 Out of the Blue Grants Jamaica Plain Neighborhood Development Corporation, $330,000 This special program makes unsolicited, unrestricted grants of Partners HealthCare, $220,000 $75,000 to nonprofit organizations that have strong leadership, and Voice and Future Fund, Inc., $50,000 engage in outstanding work. The goal is to advance priority work in Women’s Union, $300,000 sectors of major interest to the Boston Foundation and to provide timely support to highly effective organizations. All of these grants The Homelessness Prevention Initiative are from the TBF Community Fund. This year’s recipients were: This is an effort to champion the cost-effective strategy of prevention of Boston Community Capital homelessness, employing a multi-pronged approach, and including Casa Myrna Vasquez programs that focus on adults and families in a wide variety of circumstances that can place people at risk, such as domestic violence and substance abuse. Project R.I.G.H.T. With its partners—Tufts Health Plan, the Massachusetts Medical Society and STRIVE/Boston Employment Service, Inc.

31 Boston Foundation Advisory Groups

In the Boston Foundation’s continuing campaign to bring new voices and community expertise to its work, a number of special task forces and committees continue to inform our work in the areas of housing, education, community safety and homelessness prevention—as well as the Boston Indicators Project and the New Economy Initiative.

These groups vary in size and mission, but not in their importance. As of the printing of this report, the following people were engaged in advising our work. We are grateful for their commitment of time, their experience, and their wisdom.

Community Safety Advisory Committee Doug Lomax, Substance Abuse Coordinator, Boston Charles Desmond, Associate Vice Chair for Schools Cathleen Bennett, Director of Training, Committee for Municiple Court and Collaboration, University of Massachusetts, Public Counsel Services Jennifer Machonochie, Director, Office of Strategic Boston, Graduate College of Education Pat Bradley, Assistant Secretary, Executive Office of Planning and Resource Development, Boston Police William Edgerly, Chairman, Foundation for Public Safety Department Partnerships Angela Browne, Adjunct Lecturer, Department of Ralph Martin II, Former District Attorney, Suffolk Ellen Guiney, Executive Director, The Boston Plan for Health Policy and Management, Harvard School of County and Partner, Bingham McCutchen LLP Excellence in the Public Schools Public Health Jack McDevitt, Director, Center for Criminal Justice Timothy Knowles, Former Deputy Superintendent, Christine Coles, Deputy Chief of Staff, Executive Office Policy Research, Northeastern University Teaching and Learning, Boston Public Schools of Public Safety Gloria Cross Mwase, Coordinator, Making Karen Mapp, President, Institute for Responsive Jeffrey Coolidge, Boston Foundation Donor Connections, Annie E. Casey Foundation Education Shirley Fan, Executive Director, Asian Task Force Kathleen O’Toole, Commissioner, Boston Police Claudio Martinez, Executive Director, Hyde Square Against Domestic Violence, Inc. Department Task Force Robert Gittens, Vice President of Public Affairs, Rev. Eugene F. Rivers III, Chairman, National TenPoint Kenneth Novack, Vice Chairman, AOL/Time Warner Northeastern University Leadership Foundation James Peyser, Chairman, Massachusetts Board of Rev. Ray Hammond, Pastor, Bethel AME Church, Willie Rodriguez, Executive Director, La Alianza Education Boston Foundation Board Chair Hispana, Inc. Jacqueline Rivers, Executive Director, Math Power Scott Harshbarger, Former Massachusetts Attorney Milton L. Wright, Jr., Presiding Justice, Roxbury Robert Schwartz, Lecturer and Director, General, Head of Harshbarger Governance Practice, District Court Administration, Planning and Social Policy Murphy, Hesse, Toomey & Lehane LLP Program, Harvard Graduate School of Education Frank Hartmann, Executive Director and Senior Education Advisory Committee Klare Shaw, Senior Associate, The Barr Foundation Research Fellow, Program in Criminal Justice Policy Carol F. Anderson, Boston Foundation Board Member Pamela Trefler, President, Trefler Foundation and Management, John F. Kennedy School, Harvard William Boyan, Former President and COO, John Miren Uriarte, Research Associate, Gaston Institute, University Hancock Financial Services; member, Boston School University of Massachusetts, Boston Michael Kozu, Community Coordinator, Project Committee R.I.G.H.T. Linda Brown, Director, Massachusetts Charter School Health Care Advisory Committee Robert Lewis, Jr., Executive Director, Boston Centers Resource Center Stuart Altman, Sol C. Chaikin Professor of National for Youth and Families James Darr, Boston Foundation Senior Fellow Health Policy, Brandeis University Tracy Litthcut, Senior Coordinator, Office of High Donald Davies, Professor Emeritus of Education, Hortensia Amaro, Ph.D., Director, Institute on Urban School Renewal Boston University Health, Northeastern University

32 John Auerbach, Executive Director, Boston Public Eva Clarke, Executive Director, Mattapan Community Sandra Henriquez, Director, Boston Housing Authority Health Commission Development Corporation Langley Keyes, Professor of City and Regional Planning, Harris Berman, M.D., Chairman Emeritus, Tufts Health Larry Curtis, Managing Partner, Winn Development Department of Urban Studies and Planning, MIT Plan Aaron Gornstein, Executive Director, Citizens Housing Joe Kriesburg, President, Massachusetts Association of Elizabeth Childs, M.S. Commissioner, MA Department & Planning Association Community Development of Mental Health Al Kaneb, Boston Foundation Donor Robert H. Kuehn, Jr., President, Keen Development Lula Christopher, Executive Director, Boston Black Mossick Hacobian, Executive Director, Urban Edge Corporation Women’s Health Institute Development Corporation Alvaro Lima, Senior Vice President, Managing Director, Jack Connors, Jr., Chairman, Partners Healthcare Initiative for a Competitive Inner City James Hunt, President & CEO, MA League of Community Health Centers Peter Koutoujian, Representative and Chair, Healthcare Committee, MA House of Representatives James Mandell, M.D., President & CEO, Children’s Hospital John McDonough, Executive Director, Health Care for All Joyce Murphy, President, Caritas Carney Hospital David Nathan, M.D., President Emeritus, Dana Farber Cancer Institute Deborah Prothrow-Stith, M.D., Associate Dean, Harvard School of Public Health Valerie Sullivan, Director of Marketing, Pfizer Pharmaceuticals Group Judy Swahnberg, Board Member, Kenneth B. Schwartz Center Jacob Smith Yang, Executive Director, MA Asians and Pacific Islanders for Health Azzie Young, Ph.D., Executive Director, Mattapan Community Health Center

Housing and Economic Development Advisory Committee Barbara Berke, Director, Department of Business and Technology, Commonwealth of Massachusetts Barry Bluestone, Director, The Center for Urban and Regional Policy, Northeastern University Rachel Bratt, Professor, Department of Urban and Environmental Policy and Planning, Tufts University TBF Program staff: Angel Bermudez, Geeta Pradhan, Robert Wadsworth, and Terry Lane

33 Joanne Massaro, Director of Operations, Department Robert L. Pyne, Director of Rental Development, Jonathan Guerster, Principal, Offshore View of Neighborhood Development, City of Boston MassHousing Deborah C. Jackson, CEO, American Red Cross of Nelson Merced, New England District Director, David Squire, Vice Chair, MassDevelopment Massachusetts Bay Neighborhood Reinvestment Corp. Matt Thall, Senior Program Director, Local Initiatives Alice Jelin, Executive Director, Massachusetts Software Jeanne Pinado, Executive Director, Madison Park Support Corporation Council Education Foundation Community Development Corporation Eleanor White, President, Housing Partners, Inc. Lewis Karabatsos, Director, U.S. Strategy and Stephanie Pollack, Consultant, Former Acting Sarah Young, Deputy Director for Policy Operations, Hewlett-Packard Company President, Conservation Law Foundation Development, Department of Housing and Teri Kilduff, Program Director, Fidelity Foundation Community Development Ceasar McDowell, Director, Center for Reflective Community Practice, M.I.T. Homelessness Prevention Advisory Marc Osten, Principal, Summit Collaborative Partners Committee Mary Rafferty, Regional Director, Verizon Foundation Jim Greene, Shelter Commissioner, City of Boston Carol J. Ramsey, Director, Corporate Relations, Richard Weintraub, Director, Homeless Services, Raytheon Company Boston Public Health Commission Gregory Sheldon, Chair, MTC Workforce Development Stephanie Brown, Executive Director, Department Committee, Massachusetts Telecommunications of Neighborhood Development, City of Boston Council Mariann Bucina, Executive Director, Friends of Neil Sullivan, Executive Director, Boston Private Boston’s Homeless Industry Council Mary Doyle, Executive Director, Homes for Families Joe Finn, Executive Director, Massachusetts Housing The Boston Indicators Project and Shelter Alliance Leadership Group Robyn Frost, Executive Director, Massachusetts Mitchell Adams, Executive Director, Massachusetts Coalition for the Homeless Technology Collaborative Al Kaneb, Member of the Board of Directors, St. Stephen Adams, Executive Director, The Pioneer Francis House, and Boston Foundation Donor Institute Lyndia Downie, President, Pine Street Inn Geoff Beckwith, Executive Director, Massachusetts Susanne Beaton, Director, One Family Campaign Municipal Association Patrick Walsh, Director, Massachusetts Department of Margaret Blood, President, Strategies for Childen, Inc. Transitional Assistance Barry Bluestone, Director, Center for Urban and Regional Policy, Northeastern University The New Economy Initiative Steering Derek Bok, President Emeritus, Harvard University, Committee Faculty Fellow, Hauser Center for Nonprofit David Altshuler, Founder and CEO, TechFoundation Organizations, John F. Kennedy School of Government, Harvard University Professor Nolan Bowie, Adjunct Lecturer in Public Policy, John F. Kennedy School of Government, Ian Bowles, Executive Director, MassINC Harvard University Valerie Burns, Executive Director, Boston Natural Holly M. Carter, Ph.D., Director, Community Areas Fund Technology Centers Network Maria Cheevers, Project Director, Female Focus Cathleen Finn, Community Relations Program Initiative Manager, IBM TBF Program staff: Sarah Barrett, Richard Ward, Paul Schimek

34 Ferdinand Colloredo-Mansfeld, Chairman, Cabot Vivian Li, Executive Director, Boston Harbor Arnold Rosoff, Founder, Arnold Worldwide Properties, Inc. Association Lukas Ruecker,Vice President, US Strategy and Robert Consalvo, Retired Director of Policy David Luberoff, Executive Director, Rappaport Planning, Staples, Inc. Development and Research, Boston Redevelopment Institute, John F. Kennedy School of Government, John Schneider, Director, New Skills for a New Authority, City of Boston Harvard University Economy Awareness & Action Campaign, MassINC Steven Crosby, Publisher, Cable in the Classroom Melinda Marble, Executive Director, The Paul and William Walczak, Executive Director, Codman Square Gloria Cross Mwase, Coordinator, Making Phyllis Fireman Charitable Foundation Health Center, Inc. Connections, Annie E. Casey Foundation Larry Mayes, Chief of Human Services, City of Boston Benaree Wiley, President and CEO, The Partnership, Curtis M. Davis, Director, Metro Future, Metropolitan Peter Meade, Vice President, Corporate Affairs, Blue Inc., Boston Foundation Board Member Area Planning Council Cross/Blue Shield of Massachusetts Mary Ellen Donahue, Director of Research and Mary Jo Meisner, Vice Evaluation, Boston Public Schools President for Cathleen Douglas Stone, President, James M. and Communications, Cathleen D. Stone Foundation Community Relations and Public Affairs, The Marc Draisen, Executive Director, Metropolitan Area Boston Foundation Planning Council Mary Ostrem, Director of Mary Fifield, President, Bunker Hill Community Research, Boston Public College Health Commission Robert Gittens (Co-Chair), Vice President of Public Keith Motley, Chancellor, Affairs, Northeastern University University of Paul Grogan, President, The Boston Foundation Massachusetts, Boston Ronald Homer, President, Access Capital Strategies Joyce Plotkin (Co-Chair), Cheng Imm Tan, Director, Office of New Bostonians, President, The City of Boston Massachusetts Software Kenneth Johnson, Former Executive Director, Ella J. and Internet Council Baker House Stephanie Pollack, Tripp Jones, Senior Vice President, Public Strategy, Consultant, Former The Mentor Network Acting President, Conservation Law Marion Kane, Executive Director, The Barr Foundation Foundation Kathleen Kelley, President, Massachusetts Federation Carol Ramsey, Director, of Teachers Corporate Relations, Robert Kuehn, Jr., President, Keen Development Raytheon Company Corporation Peter Rollins,Executive Wendell Knox, Chief Executive Officer, Abt Associates Director, Corporate and Terry Lane, Vice President for Program, The Boston Government Affairs, Foundation Carroll School of Management, Boston David Lee, Vice President, Stull and Lee, Inc. College Elena Letona, Executive Director, Centro Presente Geoffrey Lewis, Assistant Director of Policy, Boston Redevelopment Authority TBF Program staff: Ann McQueen, Megan Briggs, Cindy Rizzo, and Hamilton Paul

35 Applying for a Grant

The Boston Foundation invests in nonprofit The Foundation makes grants from its organizations in order to build a vibrant, Discretionary Funds on a semi-annual basis. cohesive and interconnected community that Discretionary Funds are largely unrestricted, provides access to fundamental resources and allow TBF the greatest degree of flexibility and opportunities for all citizens. Nonprofit in grantmaking. They include the Community organizations are essential partners in the task Fund (the largest unrestricted fund), Named of creating a livable metropolitan area that is the Funds (established to honor a person or center of new ideas and opportunity. Boston organization), and Field of Interest Funds, Foundation grants help them to generate and which focus on general areas of interest. implement innovative projects, grow proven programs to significant scale, respond to chang- ing times and circumstances, and address barri- ers to equal opportunity. As a Community Foundation, TBF has a special responsibility to support a broad range of activities that strengthen the fabric of communities in Greater Boston. The Foundation supports organizations and programs working in a wide variety of subject areas that include: Arts & Culture; Civic Engagement; Education/ Out-of-School Time; Health & Human Services; Housing & Community Economic Develop- ment; Urban Environment; and Workforce Development.

TBF Grants Manager: Corey Davis

36 Who Can Apply? Guidelines and Deadlines Special Initiatives The Boston Foundation welcomes applications In the spring of 2003, the Foundation made The Foundation plays a leadership role in devel- from organizations in the Greater Boston area substantial changes to its grantmaking process: oping focused initiatives in key areas where more that are tax exempt under section 501(c)(3) of the intensive involvement has the potential for ✼ TBF now has two, instead of four, proposal Internal Revenue Code. If a project is new and significant impact. There will be increasing deadlines each year for grants from general not yet tax exempt, an application may be opportunities for funding under special TBF Discretionary Funds. submitted through a nonprofit organization that initiatives. Initiative funding will be announced has agreed to serve as a fiscal agent. ✼ The application process has two stages through a Request for Proposal (RFP) process, Types of Grants now, requiring applicants to submit a and widely communicated to the community and Pre-Application Form about 10 weeks in available on the TBF website. Initiative informa- Generally, the Boston Foundation makes the advance of the proposal submission tion is always posted on the Foundation’s following types of grants: deadline. The Foundation will then invite website at www.tbf.org. Project or program support for community- full proposals from applicants whose work The Foundation has also instituted term limits based efforts that improve the quality of life in best advances TBF’s priorities and goals. on grant eligibility. Grantees that have received our community, test new models and promote three or more consecutive years of funding ✼ The two deadlines for Pre-Application are collaborative and innovative ventures; through the discretionary grantmaking process July 1 and January 5. will not be eligible to reapply for funding for a Organizational support to develop and build the ✼ The Foundation will invite submission of one-year period after their grant period ends. capacity of nonprofit organizations; support that full proposals based on its review of the helps organizations keep pace with the changing For More Information Visit Pre-Application Form, but will not consider requirements and demands of their communities Our Website uninvited proposals. and broader environments; and There is detailed grantmaking information on ✼ The Foundation no longer accepts concept TBF’s website, including the on-line Pre-Applica- Support for planning to enable organizations papers. tion Form. The website also contains information and residents to assess community needs, about higher and lower funding priorities in each respond to new challenges and opportunities, of TBF’s grantmaking sectors and priorities for and provide for the inclusion of new populations. specific populations. Those organizations inter- ested in applying for funding are strongly encouraged to visit the website at www.tbf.org, where extensive information is available about every aspect of TBF’s grantmaking process. Inter- ested organizations may also call the Foundation at 617-338-1700 for more information.

37 Establishing a Fund

Boston Foundation donors want to make a real difference with their philanthropy, and they know that the Foundation has the capacity to help them do just that. The Foundation offers a variety of fund options to meet donors’ needs— from Donor Advised Funds to opportunities to pool charitable resources with the Foundation and with other donors for maximum impact of charitable dollars. It’s quick and easy to establish a fund at TBF—even if the gifts are complicated, such as gifts of restricted stock or real estate. And as the partnership with TBF deepens, donors have the opportunity to be actively engaged in their grantmaking.

TBF Development staff: Jessica Moran,Tara Henry, Nadia Yassa, and Ruben Orduña

38 Charitable Fund Options The Civic Leadership Fund – is designed to programs locally and across the country… There are five ways donors can establish a part- support the extensive ‘beyond grantmaking’ work Maximum tax benefits and cost effectiveness nership with the Boston Foundation. They can of the Foundation aimed at addressing the most as well as low costs for fund service and establish a charitable fund or directly support pressing issues of the day. Contributions support administration… TBF’s community leadership activities through fresh research, major convenings, task forces, and An alternative to a private foundation, an outright or planned gift: action agendas. eliminating the expenses and administration Donor Advised Fund – a flexible giving vehicle, associated with setting up a private foundation… operating much like a personal or family founda- Advantages of Partnering with the A permanent legacy providing support to tion. Donors contribute when it is most conven- Boston Foundation specific charitable organizations or a field of ient, and stay involved by recommending Accessibility to a reliable, knowledgeable and interest in perpetuity… organizations and programs they want to support friendly staff ready to answer questions and anywhere in the United States or overseas. ensure prompt attention… An Enduring Partnership Designated Fund – which provides support to Opportunities to network and learn more about The Boston Foundation is committed to one or more specific organizations anywhere in our community, linking donors with similar the United States, in perpetuity. providing a personal level of service unmatched interests and offering site visits and informational in the field of charitable fund administration. Field of Interest Fund – designed to support programs… Foundation staff work with donors and their the area of concern a donor cares about the most. On-line fund management to recommend grants advisors to maximize the efficiency of each The Foundation also has created its own Field of and monitor funds through a special link on donor’s philanthropy. For more information, Interest Funds to meet specific needs in Greater TBF’s web site… call the Development Office at 617-338-1700 or Boston, such as The Boston Foundation Arts www.tbf.org Flexibility in types of gifts, such as cash, stocks visit the Foundation’s web site at Fund and The Fund for the Environment. Become a Donor and bonds, mutual funds, life insurance, real and go to . The Community Fund – for donors who want to estate… address today’s issues but also want their dollars to continue to support the Greater Boston commu- A wide range of planned giving vehicles and nity many years from now. Donors can create a legacy giving opportunities, including charitable named endowed fund within the Community trusts, gift annuities, bequests, and gifts of IRA Fund, essentially hiring a staff of experts to make assets… grants from the income of the fund and leave a Flexibility in charitable purposes, with the legacy that benefits Boston. option to create a fund in any name to benefit virtually any charitable purpose… Local expertise and a national network to help donors identify and evaluate worthwhile

39 Boston Foundation Funds

Young high tech professionals and A growing number are rolling retired senior citizens, volunteers up their sleeves and actively and heads of major corporations, participating in the areas of bankers, artists, doctors, venture community life about which capitalists, lawyers and teachers. they are most passionate—and Individuals, entire families and in the process taking advantage the boards and staffs of for-profit of the Foundation’s extensive businesses and nonprofit organiza- knowledge about the Greater tions. A remarkably wide range of Boston community. people have established and The following pages include lists contributed to funds at the Boston of all funds held by the Foundation, Foundation over the last 89 years. beginning with those that were Some TBF donors are carrying established during 2004. Each fund on a tradition established by their has its own name, purpose and families and ancestors. Others are history, but all of them gain strength new to the world of philanthropy, from being managed and invested and just beginning to shape their together—and all of them contribute giving philosophy. to strengthening Greater Boston’s community foundation for today and the future.

Boston Foundation Donor Advisors:Theodore Teplow and Petie Hilsinger

40 38 New Funds Were Established in 2004 We gratefully acknowledge the generous community-minded people who established new funds at the Boston Foundation during 2004. The following list includes Discretionary Funds, Designated Funds and Donor Advised Funds.

Designated Funds Peter W. and Ruth H. Brooke Fund Hubie Jones Fund Rodgers Community Fund Boston Baroque Fund Copernicus Fund Ipswitch Child Poverty Fund Charles S. and Zena A. Scimeca Fund for Racial Justice Innovation Dammann Boston Fund Raju and Melanie Kucherlapati Fund Charitable Fund Michael Douvadjian and Lynne Barbara Lee Family Foundation Fund Sea Street Fund Donor Advised Funds Brainerd Charitable Fund Levine Family Charitable Fund Seim Fund Emily T. Allen, Linda P. Allen and F. Employment Retention Fund Mill River Foundation Fund Shoe Box Foundation Fund Towne Allen Charitable Gift Fund Gloria A. Flaherty Fund Molino Family Fund Robert Strange Family Fund Emily Tuckerman Allen Fund Gannon Family Foundation Fund Neumann Family Charitable Account Sustainable Future Fund Rosamond W. Allen Charitable Fund Gladstone Family Charitable Fund Fund Janet White Memorial Scholarship Fund Atalaya Fund H. Family Fund Ones Fund T. Zouikin Charitable Fund Richard Balzer Fund J. Allan Hauter Memorial Fund Richard J. Parker and Donna K. Baupost Group Fund Hebb Charitable Fund Sherman Charitable Fund

New Donors to the Community Fund The Community Fund is the most flexible Discretionary Fund held by TBF, because it places no restrictions on the way the income may be used, and gives our Staff and Board of Directors the resources to respond to the most critical issues facing Greater Boston today and tomorrow. These gifts to the Community Fund were received during 2004 and are gratefully acknowledged.

Individuals, Charitable Mr. Michael F. Cronin Kravitz Family Fund at the Boston Estates and Trusts Funds, Corporations and Lawrence and Susan Daniels Family Foundation Donald Gregg Trust u/Will Foundations Foundation Lord-Buck Fund at the Boston Estate of John H. Hagopian Foundation Hope Allen Fund at the Boston Emerson College Mason Charitable Remainder Foundation Field Parker Fund at the Boston Francis Ward Paine Foundation, Inc. Annuity Trust Altamira Fund at the Boston Foundation Foundation Ms. Hungwah Yu and Theodore G. Patterson Trust Anonymous Donor Carlos French, III Mr. David J. Elliott u / Declaration Barr Foundation Robert and Leslie Fuller Catherine and Paul Buttenwieser Calvin and Irene Howard Foundation Mr. Brian Hyde

41 Donors to the Civic Leadership Fund This fund provides fuel for the Boston Foundation’s increasingly strong role as a civic leader, including its research, convenings, task forces, and action agendas addressing the most compelling issues facing our city and region.

Abt Associates Dainger Fund at the Boston Foundation Robert and Linda Glassman Fund at the Liberty Mutual Foundation, Inc. Adams, Harkness & Hill Mr. Richard S. Davis Boston Foundation Loomis Sayles & Company, Inc. Alchemy Foundation Mr. Edward and Mrs. Paula DeMore Globe Mallow Fund at the Boston Lord-Buck Fund at the Boston Foundation Carol and Howard Anderson Fund at Denterlein Worldwide Foundation Carol R. & Avram J. Goldberg Fund at the Boston Foundation DeWolfe Family Fund at the Boston Lovett-Woodsum Family Fund at the the Boston Foundation Anonymous Donor Foundation Boston Foundation Rachel P. & Andrew P. Goldfarb Fund at Beacon Capital Partners Mr. James and Mrs. Janice DiStasio Sydell and Edward I. Masterman Fund the Boston Foundation at the Boston Foundation Beal Companies Mr. Ralph J. Donofrio Mr. Philip H. and Mrs. Sandra Gordon Ms. Lisa K. Matthews Dr. and Mrs. James Beck Mr. and Mrs. John E. Drew Greyhound Assoc. Tenant Co. LLC Mr. Kevin McCall Mr. Mark Blaxill Eastern Bank Charitable Foundation Gualala Fund at the Boston Foundation Ms. Mary Jo Meisner Blue Cross & Blue Shield of Eaton Vance Management Mrs. Kate and Dr. Thierry Guedj New England mindSHIFT Technologies Massachusetts Mr. Michael R. Eisenson Mr. Paul Guzzi Mr. David and Mrs. Mary Ellen Moir Boston Company Asset Management, Ms. Hungwah Yu and Mr. David J. Rev. Ray Hammond and Dr. Gloria LLC Elliott Mr. and Mrs. Stephen A. Moore Hammond Boston Herald Mr. David W. Ellis Mr. Herbert E. Morse John Hancock Life Insurance Company Ms. Pat Brandes Ronald E. Feldman Trust Mr. Brian T. Moynihan Petie Hilsinger Fund at the Boston Mr. and Mrs. F. Gorham Brigham, Jr. Muddy Pond Fund at the Boston Fidelity Foundation Foundation Peter A. Brooke Fund at the Boston Foundation Fiduciary Charitable Foundation Holland Family Fund at the Boston Foundation Dr. Frederick W. Neinas Paul and Phyllis Fireman Charitable Foundation Butler’s Hole Fund at the Boston Mr. and Mrs. Kenneth J. Novack Foundation Ms. Katherine B. Hood Foundation Obermayer Foundation, Inc. Fish Family Foundation Ms. Muriel Hurovitz Catherine and Paul Buttenwieser FleetBoston Financial Foundation Mr. Thomas L.P. O’Donnell Foundation Mr. and Mrs. Ira A. Jackson Ms. Patricia A. Foley Mr. Thomas P. O’Neill, III Campbell Foundation Fund at the Jeffrey Jones, Esq. Mr. Ruben D. Orduna and Ms. Elizabeth Boston Foundation Foundation for Partnerships Albert J. & Diane E. Kaneb Family Fund G. Hill Charitable Gift Fund/Charles and Ms. Susan Y. Friedman II at the Boston Foundation Parker Family Fund at the Boston Francene Rodgers Charitable Fund Drs. Robert H. and Rochelle R. Martin S. Kaplan, Esq. Foundation The Clowes Fund, Inc. Friedman Mr. H. Peter Karoff Mr. Terrence L. Parker Colleges of Worcester Consortium, Inc. Frontier Capital Management Company, Mr. and Mrs. Jonathan M. Keyes LLC Mr. Thomas Payzant Mr. Ferdinand Colloredo-Mansfeld Keyspan Energy Delivery Fulkerson Family Fund at the Boston Mr. and Mrs. Kevin C. Phelan Ms. Jill K. Conway Kravitz Family Fund at the Boston Foundation D.A. Phillips 1982 Revocable Trust Constance and Lewis Counts Fund at Foundation Gabrieli Family Fund at the Boston Pitts Family Fund at the Boston the Boston Foundation Harry Kullenberg Revocable Trust Foundation Foundation Mr. and Mrs. John J. Curtin, Jr. Ms. Terry S. Lane Mr. Michael E. Porter

42 Prime, Buchholz and Associates, Inc. Richard & Susan Smith Family Ms. Elaine Ullian Ms. Benaree P. Wiley The Irving and Charlotte Rabb Foundation Verizon Massachusetts Margaret C. Williams Charitable Lead Charitable Foundation Ms. Gail Snowden Wainwright Bank Community Fund at Annuity Trust Remmer-Fox Family Fund at the Boston Alan D. and Susan Lewis Solomont the Boston Foundation Winn Development Company Foundation Family Foundation Mr. William J. Walczak Ms. Alice H. Wolpert Hanson S. Reynolds, Esq. Sovereign Bank of New England Wellington Management Company, LLP Riptide Fund at the Boston Foundation Mrs. Helen Spaulding Mr. Sumner Rodman Mr. David A. Spina Mr. William G. Rogerson Ms. Micho F. Spring Mr. Joseph R. Savage Matthew J. & Gilda F. Strazzula Save a School Foundation Foundation Schoen Family Foundation Ms. Laurie Thomsen Shawmut Design and Construction Tishman Speyer Properties Mr. Edwin N. Sidman Topol Family Fund at the Boston Foundation Mr. and Mrs. William N. Sloan

Planned Gifts Received Many donors take advantage of the opportunity to make gifts to the Boston Foundation through a broad range of planned giving vehicles, including bequests, charitable remainder and lead trusts, charitable gift annuities, gifts of retirement plan assets and life insurance, and the Foundation’s Pooled Income Fund. During Fiscal Year 2004, close to $4 million in planned and legacy gifts were received from the following, which are gratefully acknowledged.

Estate of Emily T. Allen Mason Charitable Remainder Annuity Ms. Margaret A. Bush Charitable Gift Trust Annuity Fund Theodore G. Patterson Trust Donald Gregg Trust u/Will u/ Declaration Estate of John H. Hagopian David R. Pokross Charitable Remainder Unitrust Helen R. Homans Charitable Lead Annuity Trust Estate of Paul Jaime Peralta-Ramos Estate of Francis C. Huvos Richard L. Robbins Charitable Remainder Unitrust Estate of Samuel Lamar Jordan Margaret C. Williams Charitable Lead Annuity Trust TBF Finance and Administration staff: Anita Connors, Gail Snowden, and Carol Johnson

43 Rogerson Legacy Society The Rogerson Legacy Society has been established to recognize and thank those donors who have made arrangements to support the work of the Boston Foundation through a planned or legacy gift to benefit a variety of charitable funds. The following donors are current members of the Society.

Carol F. Anderson Marian M. Ferguson Shirley G. Lagrenade Ruth Gessner Schocken Geoffrey D. Austrian June M. Ficker Frances J. Lee-Vandell Charles R. Schroeder Lyndon R. Babcock, Jr. Edward S. Fleming John H. Livens Annabelle W. Shepherd Theodore S. Bacon, Jr. Americo J. Francisco Dunbar Lockwood, Jr. Binkley and Paula Shorts Sherwood E. Bain Walter Eugene Geier Hugo Logemann, Jr. William F. Spang Mary Barber Robert J. Glaser, M.D. Donald J. and Susan Kelley MacDonald David F. Squire Allen I. Barry Carl F. Graesser, Jr. Myron and Barbara Markell Arthur L. Stevenson Martha L. Bass Samuel A. and Pauline S. Groves Alice McGrath Ellen Stillman Beryl H. Black Thomas Hale James R. McSherry Anne B. Stone David Blot Charlotte I. Hall Edward J. and Jane S. Michon Robert Treat Paine Storer, Jr. Kenneth S. Brock Mrs. Chester Hamilton Robert Minnocci George W. Thorn, M.D. Seth N. Brockway Marilyn L. Harris Charles Fessenden Morse Libby and Sidney Topol Jacob F. and Barbara C. Brown Ann S. Higgins Donald M. Morse Alan and Pamela Trefler A. Page Browne Kenneth D. and Cynthia L. Holberger Frederick W. Neinas, M.D. David F. Tuttle, Jr. Beryl H. Bunker Chuck and Gayle Holland Mary Greene Nelson Joy E. Van Buskirk George E. Burden Helen R. Homans Mark A. and Judith A. Osborne Henry Walter Margaret A. Bush Marjorie Howard-Jones Nancy E. Peace Gordon Weil, Jr. Frank and Ruth Butler Richard O. Howe Drs. Robert A. and Veronica S. Petersen Elizabeth A. Wheeler Robert B. Canterbury Brian Hyde and Joe Fiorello Agatha W. Poor Stetson Whitcher Margaret J. Clowes Jane Wegscheider Hyman Nathaniel Pulsifer Constance V. R. White Frances F. Connelly Donald G. Irving Glendora M. Putnam Margaret C. Williams Elizabeth D. Coxe David Jeffries Irving W. Rabb Michael N. and Mary M. Wood Diane Currie (to benefit the Diane Stephen G. and Rosemarie Torres Richard L. Robbins Eleanor D. Young Currie Wildlife Fund) Johnson Sumner and Helen Rodman Elizabeth T. Damon Helen M. Jones Eleanor L. Ross Harriet E. Dolan Karen A. Joyce and John Fitzgerald Edith M. Routier Joy G. Dryfoos Ms. Ruth G. Kahn Jordan S. Ruboy, M.D. Malcolm Dunkley Mr. Andrew M. Kamarck John A. Russell Knight Edwards Albert J. Kaneb and Diane E. Kaneb Beverly H. Ryburn Mary C. Eliot Gary P. and Susan Kearney, M.D. Anthony Mitchell Sammarco Phyllis Kleban Mary L. Schaffner

44 Discretionary Funds Many donors have established funds that are totally unrestricted or have broad purposes, giving TBF flexibility in the way the income is used. These are primary funds for which Greater Boston area nonprofit organizations may apply. They provide support to programs that address a broad range of community needs. The following is a list of all Discretionary Funds established at the Boston Foundation over the last 89 years.

The Community Fund Donors to the Community Fund want to address the needs that people of Greater Boston have today – and give TBF the resources to meet future needs as well. The following list includes donors who have made gifts totaling more than $5,000 to the Community Fund, with the year of their first contribution noted in parentheses.

Individuals, Corporations Jane W. Hyman (2002) Edmund Bridge (1933) Joseph Guild (1964) and Foundations Dr. & Mrs. Arthur R. Kravitz (1987) Frederick W. Bridge (1942) John Hagopian (2002) Barr Foundation (2004) Mr. and Mrs. Gael Mahony (1982) Jesse F. Burton (1971) Ellen Page Hall (1931) Mr. and Mrs. Peter Brooke (1994) The Overbrook Foundation (1991) Susan Cabot (1947) Dorothy C. Harris (1967) The Boston Company (1991) Francis Ward Paine Foundation, Inc. Charles T. Carruth (1983) Elizabeth M. Hay (1972) Henry Burkhardt, III (1986) (1982) Gladys Chiquoine (1983) Fred R. Hayward (1969) Catherine and Paul Buttenwieser Harry & Minnie Rodwin Memorial Helen A. Claflin (1992) Anna P. Hills (1969) Fund (1975) Foundation (2003) William H. Claflin (1983) Agnes G. Homes (1961) Dr. W. Davies Sohier, Jr. (1990) William Putnam Cabot (1970) Winifred I. Clapp (1990) Adeline D. Hooper (1973) Mrs. Helen Spaulding (1992) Dorothy Jordan Chadwick Fund (2002) Horace W. Cole (1992) Mary Frothingham Hooper (1961) Matthew J. & Gilda F. Strazzula Michael F. Cronin (2004) Anastasia Conte (1988) Elizabeth B. Hough (2002) Foundation (2000) Lawrence and Susan Daniels Family Arthur S. Cummings (1943) Elizabeth B. Hurley (2000) Foundation (2003) Gertrude T. Taft (1956) Charlotte E. H. Curtis (1940) Frances A. Jordan (1978) Wm. Arthur Dupee Memorial Fund Tech/Ops, Inc. (1982) Maria Corinne Dana (1963) Paul Kimball (1964) (1984) United Asset Management Corporation Virginia Ellis Memorial Fund (1976) (1994) Luisita L. Denghausen (1990) James G. Knowles (1982) Leon R. Eyges Memorial Fund (1963) Kenneth S. Domett (1960) Ida Fales Lamb (1967) George R. Farnum (1982) Estates Mary Frances Drown (1929) James Longley (1918) First National Bank of Chicago (1988) Alice A. Abbott (1967) George H. Eastman (1971) Clara N. Marshall (1943) Martha M. Fosdick Fund (1978) Matilda S. Alley (1964) Benjamin Fisher (1996) Ann G. McFarlane (2000) John Lowell Gardner Fund (1987) Miriam S. Alley (1965) Edith R. Fottler (1948) Arthur W. Moors (1950) Grand Bostonians Dinner (1984) Margaret Sears Atwood (1970) Alma L. Frost (1948) John Wells Morss (1940) Mrs. Jean Hanlon (1991) Margaret E. Babcock (1973) Anna C. Frothingham (1941) John Adams Paine (1967) Haymarket People’s Fund (1994) Annie O. Baldwin (1953) Forrest C. Gates (1970) Winthrop D. Parker (1967) HBB Foundation (1995) Wilbert S. Bartlett (1969) Mary M. Geist (1982) Annie S. Penfield (1979) Katherine B. Hood (2000) Reginald Benting (1984) Donald Gregg (1963) Blanche E. Philbrick (Merchant E. Philbrick Fund) (1965) Donald J. Hurley Memorial Fund (1978) William L. Birely (1959) Patricia Grisham (1964) Mary N. Phillips (1974)

45 J. Christie Pingree (1957) Madeline Cobb Webber (1973) Anne H. Davis Trust U/Ind (1964) (Cora E. MacKenzie Fund) (1973) Carrietta W. Proverbs (1984) Louise M. Weeks (1944) Gladys Dean Trust U/Dec (Laurence Adalaide Sargent Mason Trust (1982) Bertha J. Richardson (1975) Arthur W. Wheelwright (1963) Guild Dean Fund) (1977) Phyllis McGillicuddy Trust (1993) Frank L. Richardson (1975) Joseph A. White (1979) Paul Elliott Trust U/Agreement (1991) Ethel Fay McGuire Trust U/Ind (1973) Mabel Louise Riley in memory of Edward E. Williams (1950) Ruth S. Frake Trust Bequest (1981) David D. Moir Revocable Trust (1992) Charles Edward (1972) Lizzie A. Williams (1951) Carrie A. Hartley Trust U/Ind (1963) Gertrude Morrison Trust U/Ind (1965) Riley and Agnes Winslow Riley (1972) Helen P. Hennessey Trust (1984) Hetty R. Phillips 1974 Trust (1980) Helen S. Sharp (1966) Trusts Ada H. and Clara Hersey Trust U/Ind Robert O. Preyer Charitable Lead (1955) Frank R. Shepard (1954) Margaret Shaw Allen Trust (1982) Unitrust (1992) Elizabeth D. Herteli Trust (2003) Anne G. Shewell (1984) James R. Bancroft Trust (1983) Esther Frances Quinn Trust (1995) Vladimir N. Herteli Trust (2003) Alice Wilder Smith in memory of Helen C. Barker Trust (1990) Harriet Rogers Unitrust (1990) Frank Langdon Smith (1968) George L. Hill Trust (2002) Nancy Beals Trust U/W (1984) Florence M. Scott Trust U/W (1971) Eleanor Smith (1986) Mark Hyman, Jr. Insurance Trust (1999) Richard A. Berenson Family Trust 1972 George F. Shadwell Trust (1990) Francis M. Stanwood (1961) (2000) Cyril H. Jones Trust U/Ind (1974) J. de Vere Simmons Trust (1985) Albert J. Stone, Jr. (1960) Nelson Bigelow Trust (1990) Pauline Kleven 1988 Trust (1990) Edson B. Smith Trust U/A (1984) Mary P. Stone (1948) Mabel M. Brown Trust (1991) Aimee Lamb Trust U/Ind in memory of Irene C. Smith Trust U/A (1975) Winthrop and Aimee Sargent (1980) Lenna R. Townsend (1952) Ellen E. Carroll Trust U/W (1979) Spaulding-Potter Charitable Trusts Barbara Estabrook Livermore Trust Willis S. Vincent (1940) Robert M. Christison Trust U/A (1984) (1972) (1982) Clarice M. Wagner (1993) Ford H. Cooper Trust (1982) Margaret Castle Tozzer Trust U/Ind Cora E. MacKenzie Trust U/Ind John M. Ward (1927) (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 2004, and are gratefully acknowledged.)

Adams, Harkness & Hill Fund (1984) of Anna Faith Jones and her special MassDevelopment Arts Fund for Stephen and Sybil Stone Fund (2003) unrestricted commitment Community and Economic to support contemporary arts Solomon Agoos Fund (1987) to promote to supporting the arts Development (2003) a sub-fund of organizations and initiatives the charitable purposes of popular Edith Allanbrook Fund (2002) to the Boston Foundation Arts Fund, education, instruction and provide for children with the MassDev Arts Fund was Edith M. Ashley Fund (1960) primarily dissemination of infor- mation in the extraordinary promise in established by MassDevelopment for the aid of blind and crippled field of ethics the area of the arts to make grants to arts, cultural and persons community-based nonprofit *Anonymous Fund (1987) unrestricted Brooks White, Jr. Memorial Fund *Geno A. Ballotti Fund (1984) organizations conducting arts and (2001) a component fund of the unrestricted *Boston Foundation Arts Fund (1997): cultural development projects or Boston Foundation Arts Fund Irene W. Bancroft Fund (1997) *Anna Faith Jones Arts Fund (2000) studies that promote job creation, unrestricted part of the Boston Foundation’s Edward Hyde Cox Fund (2000) for housing and economic Arts Fund, recognizing and support of programs involving development in Greater Boston Harriett M. Bartlett Fund (1987) honoring the leadership and service classical music, painting and/or unrestricted sculpture

46 J. E. Adrien Blais Fund I (1967) communication among diverse clothing the naked, sheltering the music and ballet concerts to be unrestricted except that “not more organizations in the Boston homeless, comforting the ill and offered in the summer and to be than fifty percent” of the income is to metropolitan area active in the field aged, helping the handicapped and performed at the Hatch Shell on the be paid to two named agencies and of international relations burying the dead Esplanade in Boston by the Charles for research and care for the elderly Frank B. & Watson G. Cutter Fund Mary Harris Fund (1940) for widows River J. E. Adrien Blais Fund II (1967) for the (1984) unrestricted and single women in straitened Maude A. MacNaught Fund (1979) relief, support or assistance of poor Mabel Walsh Danforth Fund (1949) for circumstances preferably for children suffering from or needy Massachusetts residents education, assistance or relief of Virginia Herrick Deknatel Fund for diseases of the eye J. E. Adrien Blais Fund III (1967) for the crippled children Children’s Services (2001) to be used Massachusetts Civic League Fund (1983) relief of needy and deserving persons James Dean Fund (1946) unrestricted for children’s services to promote sound governmentWillis who have or have had tuberculosis or but with preference for projects of Theodore C. Hollander Trust Fund Munro Fund (1989) for the relief, who suffer from respiratory illness or maritime nature (1929) income to be used “in part” for care, health, comfort, maintenance disease and support of needy adults or in Major Arthur M. Diggles Foundation hospitals, education and the maintaining and operating a home *Boston Parks Access Fund (2002) Fund (1993) to aid Massachusetts improvement of American for needy adults in Boston or to distributions of income will be made disabled and sick soldiers, sailors citizenship furnish funds for the purpose of on a quarterly basis to the Boston and women who have been in the US Nathaniel Hooper Fund (1938) enabling such persons to live in their Parks Department or the Arnold military, naval or nursing services unrestricted Arboretum of Harvard or to the own homes during any war or to aid any Grace A. Jacobs Fund (1988) unrestricted administrators of other public park Massachusetts hospital or institution Harry L. Nason Fund (1953) preferably Jacoby Club of Boston Fund (1984) to land within the City of Boston to care for these individuals for the care of Protestant aged men boundaries provide kindly, personal help and and women Annie S. Dillaway Fund (1965) primarily concern for disadvantaged, local, Emily Budd Fund (1960) for fresh air New Economy Initiative Fund (2001) for to promote the welfare of boys and elderly individuals and/or to vacations for under-privileged grants under the Foundation’s New girls and young people support work in the field of children Economy Initiative Katherine E. Dooley Fund (1997) alcoholism and/or other addictive Camping Associates of Roslindale & unrestricted substances Florence Arnaud Newton Fund (1955) Milton Fund (1981) for camping for the care and rehabilitation of Kate Ellis Fund (1953) for convalescents, Jamaica Plain Dispensary Fund (1962) programs in the Greater Boston area needy persons suffering from children, blind and deaf persons, and for the benefit of poor people in or tuberculosis and respiratory illness or Community Organizing & Advocacy homes for Protestant aged men and near Jamaica Plain, particularly for disease Endowment Fund (1988) to support women, especially charities outside health related needs low-income neighborhood grassroots Grace G. North Fund (1954) for aid to of Boston Charles Frederick Joy and Dora Marie organizing and advocacy focused on needy gentlewomen Ruby C. Emerson Fund (1966) for the Joy Fund (1992) income to be used institutional change college education of young people of for summer vacations for two worthy Norman Everett Pearl Fund (1996) for *Community Safety Fund (2002) to the Protestant denomination Protestant girls and one boy and any recognized charities in the Boston reduce the rate of violent crime in area Frederika Home Fund (1979) for the excess income shall be used to help Boston after years of unprecedented benefit and welfare of elderly men in the care of sick Protestant children Janet S. & George T.B. Perkins Fund success during the 1990’s and women, and for research into the or Protestant girls or women (2000) for the benefit of children Coolidge Christian Education Fund care of elderly Kevin Kelly Fund for the Performing living in Boston, including programs (1993) for Christian scholarship and to benefit their health or education, Edward Glines Fund (1938) unrestricted Arts (1994) for the Boston the promotion of Christian values Foundation’s Arts Initiative and for the benefit of organizations among young people through Harcourt Family Fund (2001) for (such as, symphonies, orchestras, Edith Shedd Larsen Fund (1962) to the education and music organizations in the Greater Boston choral groups, non-profit radio and area which are dedicated to Christian extent feasible to aid and advance Curtis International Council Fund (2000) television stations) providing musical values, traditional families and research toward the cure and relief of to promote international peace and programs for the general public and activities designed to fulfill and arthritis understanding and to foster which are located in the metropolitan support the lives of the born and Louise Phillips Bequest Fund (2003) for cooperation and increase Boston area unborn, such as feeding the hungry, the benefit of the public with free

47 Henry L. Pierce Fund (1958) for *David R. Pokross Fund for Children in President’s Initiative Fund (2002) to Stuart-Jones Trust Fund of the All Souls promotion of musical education or Need (1996) for organizations that create the President’s Initiative Lend A Hand Club, Inc. (1994) for the development of public interest in provide for childhood enrichment, Pre-Development Program Fund care of poor and elderly people who music health care, safety, education and Ruth M. Reiss Memorial Fund (1997) are in need, especially women *Pilot Schools Project Fund (2002) for other programs for Greater Boston’s unrestricted Carroll J. Swan Memorial Fund for children grants under the Foundation’s Pilot Samuel H. & Lizzie M. Robie Trust Fund Children’s Charities (1935) for Schools Initiative (1982) for charitable organizations summer vacations for needy children located in Chelsea of Greater Boston Alice F. Rosenquist Fund (1984) with Abraham & Esther Walerstein Fund preference to organizations that assist (1981) for the support of the elderly the elderly or blind Nelson E. Weeks Fund (1937) for Walter J. & Marjorie B. Salmon Fund alleviation of suffering in Boston (1999) unrestricted hospitals Louis Agassiz Shaw Fund (1991) for the Fanny Wharton Fund (1919) for the benefit of under-privileged children relief of sick young women and children Katherine Dexter Shelman Fund (1954) for the benefit of worthy aged people Katherine C. Wheeler Fund (1987) to increase knowledge of good *Arthur L. Sherin and Frances C. Sherin government and for the encourage- Fund (2003) for aid to the blind or ment of good citizenship disabled, aid to homeless or hungry people, convalescent or recuperative Arthur L. Williston and Irene S. care of persons of limited means, care Williston Trust For Education (1953) of the indigent aged, assistance for to provide assistance, educational aid children considered to be not and training at institutions other than adoptable, and studies or usual four year colleges experimental programs designed Mary Denny Williston Fund (1969) for to bring about improvements in summer camp vacations for children; adoption procedures for the better for work with alcoholics matching of adopting parents and *Window Shop Fund (1988) (Marion adopted children Gordon Bever Memorial Fund) to Sophia Snow Fund (1948) for care and provide educational aid including support of destitute children of but not limited to the ACCESS Roxbury Program and other assistance for *Starr Foundation Fund (1985) to refugees and foreign born residents alleviate the sufferings of the truly of the United States needy in the Greater Boston area in Gladys W. Yetton Fund (1969) for terms of food, clothing and shelter widows and single women in Helen & Marion Storr Fund (1986) for straitened circumstances the care and benefit of elderly persons in Massachusetts, TBF Philanthropic and Donor Services staff: Kate Guedj, Dulcea Morgan, and Diane Elenbaas particularly those not cared for in institutions

48 Designated Funds Designated Funds have been established by donors to support one or more of their favorite nonprofit organizations in perpetuity. Through these funds, many nonprofit institutions receive crucial annual support. The year the fund was established is listed in parentheses. (Note: Those funds with asterisks received contributions in 2004, and are gratefully acknowledged.)

Acton-Boxborough Student Activity Boston Ballet-E. Virginia Williams BPE/ACCESS Education Fund (1985) James F. Casey Fund (1949) for seven Endowment Fund (1981) for student Endowment Fund (1983) for for support of the Boston Plan for named agencies activities of the Acton-Boxborough educational programs and projects of Excellence in the Public Schools Alex Castoldi Memorial Scholarship Regional School District the Boston Ballet Foundation Fund (1981) for scholarships for Fund for Adult Literacy (1985) for Boston Bar Association Endowment Hancock Endowment for Academics, Newton North High School students support of literacy efforts in the City Fund (1983) for public service Recreation & Teaching (1985) for Dr. Walter Channing Memorial Fund of Boston activities of the Boston Bar support of the Boston Plan for (1933) for the Massachusetts *After School for All Partnership Fund Association Excellence in the Public Schools Association for Mental Health or (2003) for the Foundation’s After *Boston Baroque Fund (2003) for general Foundation for some kindred purpose School Initiative operating support of Boston Baroque BPE/MHEAC Fund for ACCESS (1986) Charles River Parklands Stewardship Rae and Aaron Alberts Foundation *Boston Community Building Network for support of the Boston Plan for Fund (2002) annual income Fund (2002) to be distributed (1987) for development projects Excellence in the Public Schools distribution for the benefit of the annually in equal amounts to: the dedicated to reducing persistent Foundation Charles River Conservancy Carroll Center for the Blind, the poverty in Boston BPE/Support for Early Educational Philip P. Chase Fund (1955) for five Perkins School for the Blind, the *Boston Foundation Administrative Development Fund (1985) for named agencies Vinfen Corporation, the Jewish support of the Boston Plan for Endowment Fund (1987) to benefit Julia Child Fund (1979) for fellowships Family and Children’s Services and Excellence in the Public Schools the administration of the Boston to support professional study, the New England Sinai Hospital Foundation Foundation, Inc. research, writing and teaching Frank E. Anderson Fund (1975) for Boston Indicators of Change, Progress Annie L. Breckenridge Trust Fund (2000) related to food, wine and the culinary Massachusetts Society for the and Sustainability Project (1998) to for the benefit of the Massachusetts disciplines, with preference to those Prevention of Cruelty to Animals examine Boston’s strengths and Society for the Prevention of Cruelty planning to study in France to Animals and the Mary Lane Artists Foundation Endowment Fund challenges that impact the quality of Ellen D. Cholerton Fund (1969) one Hospital Association (1984) for support of The Artists life of people who live and work in half of income for the Unitarian Foundation programs the City of Boston Brookline Youth Concerts Fund (1995) to Universalist Service Committee Arts Service Organization Fund (2003) *Boston Lesbian & Gay Communities fund music prizes to Brookline High and one half unrestricted School students and for the Dubbs for grants to art service organizations Funding Partnership Fund (1994) for *Civic Engagement Project Fund (2002) Concerto Competition Red Auerbach Youth Foundation Fund efforts to plan and implement a to increase nonpartisan voter (1983) endowment for recreational process to address gay and lesbian Charles T. Burke Fund for the registration and mobilization in and athletic programs for the youth issues on an ongoing basis within the Watertown Boys and Girls Club low-income communities and of Greater Boston Greater Boston area (1994) communities of color with low Lilian G. Bates Fund (1951) for three *Boston Schoolyard Funders Charles T. Burke Fund for the rates of voter participation named agencies Collaborative (1995) to improve the Watertown Free Public Library (1994) *Civic Leadership Fund at The Boston greenspaces surrounding Boston Grace & Floyd Lee Bell Fund (1987) for Agnes T. Carruth Fund (1983) To the Foundation (2002) for support of Public School buildings the benefit of the Museum of Fine Kind Edward VII Memorial Hospital, annual expenses associated with Arts Richard L. Bowser Fund (1985) for the to be used in whatever manner the TBF’s expanded role as convener benefit of Simmons College and governing body of said hospital shall and host of major community forums Dartmouth College see fit, but preferably for the care and which promote the civic health of our treatment of persons suffering from region asthma 49 English High School Class of 1934 educational projects and programs in John & Ethel Goldberg Fund IV (1984) Jorge N. Hernandez Fund (1987) for Award Fund (1994) scholarship to a Eastern Massachusetts for support of eye retina research and support of the Jorge N. Hernandez Boston English High School student *EdVestors’ Fund for Nonprofit related eye research technology Cultural Center with preference given to students Partnerships (2003) John & Ethel Goldberg Fund V (1984) *Home Funders Fund (2002) to help who show marked improvement and *English for New Bostonians Fund for the continuing professional increase the supply of housing particularly those who are (2000) for support of the meeting the education of Massachusetts judges in affordable to families whose income succeeding in spite of adverse ESOL Demand program subjects directly pertinent to the is below 30 percent of the area circumstances performance of their judicial and median income The English High School-John P. Ernest & Vera Clivio Charitable administrative duties Murphy Scholarship Fund (1996) for Gertrude Hooper Fund (1996) for Memorial Fund (1981) for the benefit a scholarship award for one student John & Ethel Goldberg Fund VI (1984) benefit of the Crime and Justice of two named agencies at English High School for Suffolk University Law School for Foundation Elizabeth Cook ACF Student Fund the “needs of the law school with Philip M. Fagan Family Fund (1971) for Madeleine C. Huiginn Fund (1993) (1997) to provide short-term funds to respect to scholarship and Combined Jewish Philanthropies of income to be added annually to students associated with the Ad Club maintenance or renovations to the Greater Boston principal Foundation buildings housing the law school” Paul R. & Jacqueline D. Fehrenbach Blanche Hyslop Fund (1982) to three Almon B. Cook-Relief Fund (2001) for Barbara W. & Frank B. Gopen Fund Family Fund (1999) for Junior named agencies the benefit of Northeast Hospital (1978) for the benefit of Achievement of Eastern Indian Hill Symphony Orchestra Music Corporation in Gloucester Massachusetts General Hospital and Massachusetts Director Fund (2002) for the Indian *Robert S. Cummings Scholarship Fund the Arthritis Foundation Benjamin M. Feinberg Fund (1962) for Hill Music Center to endow the (1997) scholarship awards for Walter W. Gove Fund (1972) for two Hebrew College Indian Hill Symphony Orchestra’s children of Nixon Peabody LLP named agencies conductors’s chair employees who plan to pursue post Arthur Fiedler Esplanade Concerts Elizabeth Grant Fund (1980) for five James W. & Margaret A. Ingraham secondary education in college or Fund (1980) for the support of free named agencies Charitable Fund (1992) for the benefit vocational programs concerts on the Esplanade Greatrex Scholarship Fund (1988) for of five named agencies Dedham Choral Society Endowment Felix Fox Memorial Fund (1974) for the scholarship awards to Foxborough, Jamaica Plain Open Studios Fund (2002) Fund (1991) (including the Brian Community Music Center of Boston Massachusetts students who are in for support of the Jamaica Plain Arts Jones Fund) for the Dedham Choral Peter Marshall French Memorial Fund need of financial aid to attend Council Society, Inc. (1976) for the benefit of Governor college, trade school or nursing Patrick F. Jones, Jr. Endowment Fund Harry Ellis Dickson Youth Concerts Dummer Academy hospital (1981) for the benefit of the Lena Park Fund (1982) for support of a program *Fund for Racial Justice Innovation Rosario Fajardo Hagan Fund (1991) for Community Development Project that offers a special Boston (2004) to strengthen partnerships the Life Experience School Symphony Orchestra concert series between community-based Donaldson F. Jones Fund (1999) for the Patricia Jellinek Hallowell Fund (1992) to young people in the New England organizations and lawyers that use benefit of Massachusetts General for support of the Patricia Jellinek area legal tools to advance equity resource Hospital / The Claude E. Welch Hallowell Scholarship Fund at the distribution for communities or Surgical Research and Education East Boston Social Centers, Inc. Fund Museum School, Museum of Fine groups marginalized by race, color, Fund (1996) for the East Boston Social Arts Centers, Inc. ethnicity or immigration status John F. Kennedy Library Foundation Hastings-Plummer Fund (1940) for General Support Fund for Education Endowment Fund (1984) for support Douglas A. Eaton Memorial Fund (1962) Crittenton Hastings House of the (1987) for the benefit of the Boston of the John F. Kennedy Library for scholarships to members of the Florence Crittenton League, in part Plan for Excellence in the Public Foundation graduating class of Hingham High for special purposes School Schools Foundation, Inc. Demetra Kenneth-Brown Fund (1920) Benjamin Patrick Hermann Fund (2002) John & Ethel Goldberg Fund I (1984) for for worthy pupils of the *EdVestors Fund (2002) an initiative to for the New England Conservatory’s the benefit of Brandeis University Massachusetts Hospital School educate potential donors about urban efforts to recruit accomplished cellists and West End House, Inc. Alice V. Kidder Fund (2001) for the school reform issues and to interest to teach cello master classes in the benefit of Northeast Hospital them in selected innovative extension division Corporation in Gloucester, MA

50 Robert D. and Sally G. King Fund (1999) Neighborhood Development Support Harold Peabody Memorial Fund (1992) Henry A. Root Fund (1926) for the for the benefit of the Easton Collaborative Fund (1993) for a Local for the Roxbury Multi-Service Service Pension Society of the Historical Society Initiatives Support Corporation Center’s Scholarship Program Unitarian Universalist Association Kit Clark Senior Services Fund (2000) program providing operating and Permanent Fund for Vocational Rose Fund (1981) for the Carol Rabb for the benefit of the Kit Clark Senior technical support to Boston Education (1979) for the assistance of Goldberg Seminars for Urban Services (a program of the FDNH, community-based development Boston youth in post- secondary Problems at Tufts University organizations Inc.) vocational education Fund for Rosie’s Place (1984) to benefit Gerald V. Levreault & Claire H. Neighborhood Preservation Initiative Charles & Cornelia Pfaff Fund (1964) for Rosie’s Place Fund (1995) for community Levreault Fund (2001) net income to four named hospitals Bessie H. Short Fund (1997) for the development in East Boston be paid one-half to the New England Emma K. & Richard Pigeon Fund (1955) benefit of elderly residents of the Medical Center, Inc. for the use of the New England Aquarium Education half of income for three named Town of Wrentham, Massachusetts Kiwanis Pediatric Trauma Institute Fund (1983) (Robert G. Stone Fund, agencies on Cape Cod and half Dana P. & Maude E. Simpson Memorial and the remaining one-half to the Paul F. Hellmuth Fund, Helen B. unrestricted Fund (1998) half of the income for Kiwanis Club of Upper Cape Cod Spaulding Fund, and the William S. Planned Giving Partnership Fund (1992) seven named agencies and the other now known as the Kiwanis Club of Brewster Fund) to support to make recoverable grants to smaller half unrestricted New England educational programs at the New nonprofit organizations supported by Muriel & Otto Snowden Endowment Lawrence B. Lewis Fund (1957) for England Aquarium the Pooled Income Fund donors Fund (1984) endowment fund for needy individuals in Round Pond, New England Women’s Club Fund Primary Care Fellowship Program Fund Freedom House Maine (2001) for the primary purpose of (1983) to support Harvard Medical establishing a lectureship, known as Social Law Library Endowment Fund Ralph Lowell Fund (1982) for support of School’s program of preparing the New England Women’s Club (1982) for the support of various community services of WGBH general internists for academic Memorial Lecture Series, devoted to library programs Educational Foundation careers the discussion and study of women’s Michael Spock Community Service Gertrude F. & Henry L. Maurer Fund history in Boston Program Related Investments Fund Fund (1980) for support of the (1998) for the benefit of the North (1990) for program related Children’s Museum outreach services Community Church in Marshfield Roger L. Nichols Internship Program investment loans for the Boston community Hills, Massachusetts Fund (1984) to support the Museum of Science’s Internship Program *Public School Management Research Alison L. Stevens Fund (1976) for two John S. McCann Fund (2000) for the Fund (2002) to support the project Lottie S. Page Fund (1984) for named agencies care, support, education, comfort or entitled, “Private Management of scholarships for residents of Quincy Stephen A. Stone Scholarship Fund entertainment of crippled sick or Public Schools: What Have We at nursing school (2002) income will be distributed retarded children of indigent or Learned?” underpriviledged families, at the St. Robert Treat Paine Historical Trust Fund annually to Wareham High School in Charlotte F. & Irving W. Rabb Family Coletta School or Institution at (1990) primarily to maintain and Wareham, Massachusetts Fund (1984) for Boston Symphony Hanover, Massachusetts, or other preserve the Robert Treat Paine Miriam & Sidney Stoneman Fund (1984) Orchestra youth programs similar institution House in Waltham, Massachusetts to benefit Boston Symphony Reading Visiting Nurse Association Joe Alex Morris, Jr. Memorial Stephen D. Paine Scholarship Fund Orchestra youth activities Fund (1976) for the Combined Lectureship Fund (1982) income to be (1999) scholarship recipients to be Surfmen’s Trust Fund (1977) for the Visiting Nurse Association of North paid to the Neiman Foundation for determined by a Massachusetts Coast Guard Mutual Assistance Fund Reading, Stoneham, Wakefield and Journalism at Harvard University Cultural Council jury process Woburn, Inc. for its work in Reading Surkin Endowment Fund (1981) for Dorothy Morse Endowment Fund (1999) Palazzo San Gervasio Library Fund support of the various projects of the *Rogers Fund of the Riverside Cemetery for the benefit of a Somerville, (1994) for the benefit of the Palazzo Boston Center for the Arts (1997) to preserve and maintain the Massachusetts social services agency San Gervasio Library Rogers Mausoleum structures and Agnes & Lewis Taylor Fund (1962) for that assists girls only from that William Morgan Palmer Fund (1977) for grounds at the Riverside Cemetery in the Orleans United Methodist agency the furtherance of Far Eastern studies Fairhaven, Massachusetts Church in Orleans, Massachusetts Harry D. Neary Fund (1950) for five at institutions of higher learning named agencies

51 Frank B. Thayer Fund (1976) for three *United Way Millennium Fund/ Vision Fund (1994) for small grants *Workforce Development Initiative named agencies, but one-fourth of Darlene & Jerry Jordan Fund for to community organizations for Fund (2001) a partnership between the income unrestricted Children (2000) planning, development and training several local and national funders to *United Way Millennium Fund for United Way Millennium Fund/ Robert E. Wallace Memorial Fund of focus on job training for Children and Families (1999) an Margarete McNeice Fund (2001) the Urban League (1992) to support disadvantaged job seekers endowment partnership with the *United Way Millennium Fund/ professional development activities Rudolph & Sara Wyner Prize Fund Boston Foundation and its David R. and Muriel K. Pokross of the Urban League of Eastern (1985) to the New Israel Fund for a component funds: Fund (2003) Massachusetts, emphasizing prize award to an organization that programs for youth and education has made a significant and positive *United Way Millennium United Way Millennium Fund/ contribution to mutual cooperation Fund/Ansin Fund (2002) Schoen Family Fund (1999) Bradford Washburn Fund (1980) for support of community services of the and reconciliation among Arabs and *United Way Millennium Fund/ *United Way Millennium Fund/Tom Museum of Science Jews in Israel Chelsea Boys and Girls Club Fund & Nancy Shepherd Fund (2001) (2000) for the Chelsea Boys & Girls Bill and Estelle Watters Fund (1997) for *United Way Millennium Fund/State Club three named agencies Street Foundation Fund (2000) a *United Way Millennium Fund/ *George & Judy Webb Fund (1986/2004) United Way Millennium Fund/J.C. Connell Family Fund (2000) to benefit Princeton University and Tempel Fund for Children (2001) *United Way Millennium Fund/ Phillips Academy *United Way Millennium Fund/Vinik Carol R. & Avram J. Goldberg Fund Jane Wengren Fund (1979) for the Family Fund (2000) (2002) benefit of the Center for International United Way Millennium Fund/Peter United Way Millennium Fund/ Visitors of Greater Boston and Pamela Voss Fund (2000) for Lawrence & Beth Greenberg Fund Stetson Whitcher Fund (1986) to benefit the “Keeping Kids On Track” (2000) eight named agencies Program May J. Wikstrom Fund (1998) to support eye retina research

Donor Advised Funds The following is a list of all Donor Advised Funds established by people who choose to be actively involved in the grantmaking process. The year the fund was established is listed in parentheses. (Note: Those funds with asterisks received contributions in 2004. We are grateful to the many donors who have chosen to add to their charitable funds this year.)

A.L.S. Fund (2002) Adopt-A-Statue Endowment Fund Peter J. and Joan M. Allegrini Fund *Alper Family Fund (1995) *Maida & George Abrams Fund (1985) (1988) (1990) *Altamira Fund (1994) *Abromowitz/Ruttenberg Family Fund Affinity Services Corporation Fund *Emily T. Allen, Linda P. Allen and F. George and Nedda Anders Fund (1991) (2003) Towne Allen Charitable Gift (2004) (2000) *Carol and Howard Anderson Family Ad Club Foundation Fund (1987) Alchemy Arts Fund (1993) *Emily Tuckerman Allen Fund (2004) Fund (1997) Adopt-A-Statue Current Use Fund Richard and Kimberlee Alemian Fund *Rosamond W. Allen Charitable Fund Barbara Jane Anderson Fund (2000) (1996) (2004) (1987) *Michael & Ellen Angino Fund (1997) Aliad Fund (1993) Dwight & Stella Allison Fund (1982)

52 *Harry Ankeles Scholarship Fund (1992) Boston City Hospital Social Service Michael C. Campbell Fund (2002) Clarke Fund (1987) scholarships for students from Fund (1981) for medical social Carpenter Family Foundation Fund *Clymer Gift Fund (2000) Peabody who will graduate from a treatment, including rehabilitation, of (1997) Cohen/Lucas Fund (1999) high school located in Peabody who needy patients of Boston Medical *C. Alec and Sarah O’H. Casey are seeking undergraduate degrees Center; for training costs and other Coit Family Fund A (2001) Charitable Fund (1993) from accredited colleges or costs of social work students in the Colby Charitable Fund (1980) *Margaret W. Casey Fund (1986) universities Boston area *Harry Collings Achievement *Anony Fund (1998) *Boston Foundation Pooled Income Ellen W. Casey Fund (1993) Endowment Fund (1993) Anonymous Fund IV (1995) Distribution Fund (1992) John J. Cattaneo III Fund (1984) Colony Road Fund (1997) *Anonymous V Fund (1997) for the *Boston Foundation Real Estate Gift Champa Charitable Foundation Fund Community Benefits Trust Fund (1998) Fund (2004) (2003) benefit of the Mary Lyon School Condor Street Fund (1988) BPE/Bank of Boston 200th Anniversary *Charles River Ventures Charitable *Anthropologists’ Fund for Urgent John and Kimberly Cone Fund (1995) Anthropological Research (1996) Fund (1982) for support of the Boston Fund (2000) Plan for Excellence in the Public *Constance and Lewis Counts Fund *Arba Lifnot Boker Fund (1992) *Chasin/Gilden Family Fund (2000) Schools Foundation (1990) *Atalaya Fund (2004) *Chea Uy Fund (1991) Braverman Family Fund (1992) *Consumer Resource Fund (2003) Charles Ezekiel & Jane Garfield Cheever *Atlantic Fund (1997) Coolidge Family Fund (1982) *Francis J. Bresnahan Educational Fund (1998) Avery Family Fund (2003) Scholarship Fund (1986) Cooper Leeser Family Fund (1997) *Chelsea Community Fund (1997) *Katharine & George Baker Fund (1987) *Peter A. Brooke Fund (1998) (including the Cranford Fund) to be *Copernicus Fund (2003) Royal P. Baker & Stephanie S. Baker *Peter W. and Ruth H. Brooke Fund used primarily for the benefit of the Corvelli Fund (1996) Memorial Fund (1988) (2004) People of Chelsea, MA, including George D. & Angelyn K. Coupounas Richard Balzer Fund (2004) John F. Brooke Fund (2000) specifically but without limitation, Fund (1994) the Chelsea Human Services BANT Fund (1986) Franklin S. & Cynthia B. Browning Fund Collaborative Demetrios G. C. & Kimberly A. John & Judith Barber Fund (2002) (1988) Coupounas Fund (1996) *Joyce Chen and Helen Chen *Richard Allan Barry Fund (2002) Bullock Family Fund (1997) Foundation Fund (1995) Sophia D. Coupounas Fund (1996) Bartlett Fund (2000) Burden Family Charitable Fund (1999) *Edwin Keyseu and Mary Chin Family Crosby Family Fund (2000) Basil Street Fund (1998) Denise A. Burgess Fund (2002) Fund (1990) *Dainger Fund (1997) Baudanza Family Fund (1997) R. William Burgess Jr. Fund (2002) Christ on Earth Fund (1989) *Dammann Boston Fund (2003) *Baupost Group Fund (2004) William T. Burgin Fund (2001) Christ on Earth Fund II (2002) Paula Marie Danforth Memorial *Norman & Nancy B. Beecher Fund *John A. Butler Memorial Fund (1988) Michael W. Christian Memorial Fund Scholarship Fund (1990) for a student (1980) Kairos Butler Fund (1994) (1986) attending either Lincoln/Sudbury Regional Vocational High School or Bellevue Fund (1999) Butler’s Hole Fund (1994) Dr. & Mrs. B.U. Chung Fund (1999) Minuteman Regional Vocational William D. & Mary E. Benjes Fund C & K Foundation Fund (2000) Chung Family Fund (1999) Technical High School (1984) Norman L. Cahners Fund (1984) Churchill Family Fund (1997) Darling Family Fund (1983) Bird Fund (1999) Campbell Foundation Fund (2003) *Chutzpah Fund (1993) *John Da Silva Memorial Fund (1988) *Linda Cabot Black Fund (1983) *Allan R. and Martha M. Campbell Circle Fund (1997) priority given to Todd F. Davenport Family Foundation *NICSA/William T. Blackwell Fund (1996) organizations which support Fund (2000) Scholarship Fund (1995) *A. Bruce Campbell Fund (2002) grassroots organizing for social Deming Fund (1995) Emmanuel and Jane Blitz Fund (1992) change Erin K. Campbell Fund (2002) Edward L. and Paula B. DeMore Fund Joan T. Bok Fund (1997) John J. Clancy Fund (1998) (2003)

53 deVille Fund (1994) *Gloria A. Flaherty Fund (2003) fields of endocrinology and/or Heitman Family Fund (1994) *DeWolfe Family Fund (2000) Edward S. Fleming Fund (1983) nuclear medicine Hel lyn Fund of Boston (1998) Doe Noordzij Fund (2001) G. David Forney, Jr. Fund (1986) John & Ethel Goldberg Fund III (1984) Helies Family Fund (2000) for support of medical research in the Eugene B. & Nina L. Doggett Charitable Forshey Family Fund (1997) to provide Elizabeth D. Heller Fund (1987) field of cardiology Fund (1999) opportunities for enhancing the Henderson Fund (1996) quality of life for children and Carol R. & Avram J. Goldberg Fund Douglas Drane Family Fund (1984) Henry Fund (1986) families (1983) *Michael Douvadjian and Lynne E. Byron Hensley Jr. Charitable Fund *Americo J. Francisco Charity Fund *Golden Family Fund (2000) Brainerd Charitable Fund (2004 (1993) (1998) *Rachael P. & Andrew P. Goldfarb Fund Drane Center Fund (2002) *Hewitt Family Charitable Trust Fund Americo J. Francisco Scholarship Fund (2000) Duggan Charity Fund (1998) (1993) (1993) Louis & Phebe Goodman Fund (1996) Margaret Eagle Foundation Fund (2000) Ann S. Higgins Fund (2001) *Niki & Alan Friedberg Fund (1986) *Goodworks Fund (2002) Echo Rock Fund (2000) *Lucius T. Hill III Fund (2000) Orrie M. Friedman Charitable Fund Gordon Educational Fund (2001) *EdVestors Grantmaking Fund (2003) *Petie Hilsinger Fund (1999) (1995) Sandra & Philip Gordon Family *Ellis Family Fund (2003) Fulkerson Family Fund (1998) Foundation Fund (2001) Hingham Education Foundation Fund (1995) *Employment Retention Fund (2004) Davis R. Fulkerson Fund (1999) *Robert L. Gould Fund (1987) Marc Hirschmann Foundation Fund Ethics Trust Fund (1993) Lyle W. Fulkerson Fund (1999) Raymond C. & Joan C. Green Fund (2002) Evans Family Fund (1999) Sarah H. Fulkerson Fund (1999) (1984) Hoffman Fund (1986) Norris & Constance Evans Charitable *Gabriel Family Fund (2001) Grogan Fund (2001) Fund (1999) Holberger Family Fund (1993) Gabrieli Family Fund (1997) Patricia H. Gross Fund (1999) Eagle Bank-Frank E. Woodward Holland Family Fund (1993) *Gaffney/Kames Foundation Fund *Gualala Fund (1991) Scholarship Fund (1985) scholarships *Helen R. Homans Fund (1984) (1997) *Charles & Dorothy Gullickson Fund for for Everett residents *Gilbert H. Hood Family Fund (1980) Ganesh Fund (2001) Social Change (1998) Excalibur Fund (1999) Hornblower Fund (1998) *Gannon Family Foundation Fund *H. Family Fund (2003) *Peter and Ellen Fallon Fund (1997) (2003) Mary Haas and Ronald Leavitt Donor *Hourless Fund (1997) Thomas F. Farb & Stacy S. Valhouli *John Lowell Gardner Fund (1986) Advised Fund (2001) Hamblin L. Hovey Institute Fund (1983) Family Fund (2001) for the needy and charitable R. Abel & Nancy L. Garraghan Fund Charles Hammond Fund (1972) for Fayerweather Fund (1988) organizations of Waltham (1986) financial aid for post-secondary Martin & Kathleen Feldstein Fund education of Hanover and M. Benjamin Howe Fund (1997) Dave Garroway Fund (1982) (1986) Springfield, Massachusetts residents *Hoyt Family Fund (2000) Brad Gatlin Family Fund (1995) attending accredited or approved *Ferdinand Fund (2000) Hunt Fund for Children (2001) Gaudette Family Fund (2000) post-secondary institutions. Fine Family Foundation Fund (2002) *Michael R. Interess Memorial Carl J. Gilbert Fund (1984) *Ken and Becky Hansberry Fund (2001) Mark Hayden Fineman Chess Scholarship Fund (1983) *Gladstone Family Charitable Fund Charlotte C. Hart Family Fund (2001) Tournament Fund (1985) for awards Investing in the Future Fund (2000) to pre-high school students of the (2003) Steven W. Harvey and Susan A. Walsh *Ipswitch Child Poverty Fund (2003) Nauset Regional School System who Robert and Linda Glassman Fund (1985) Fund (1990) *Ipswitch Fund (2000) have demonstrated the greatest skill Glater Family Fund (2000) Alfrederic S. Hatch Fund (1981) in chess *J. Jill Compassion Fund (2002) Globe Mallow Fund (2000) *J. Allan Hauter Memorial Fund (2004) *Fisher Family Fund (2000) Ella Jackson Artists and Scholars Fund Gold Bug Fund (1995) James E. Hayden Charitable Fund (2001) Fishreys Family Philanthropic Fund (1982) John & Ethel Goldberg Fund II (1984) for *Hebb Charitable Fund (2003) (1999) Mitchell & Diane Jacobs Fund (1998) support of medical research in the HEIRS Fund (1996)

54 *JAHELBE Fund (2002) *Kopacz Charitable Gift Fund (2003) Mahoney Family Fund (1983) *Muddy Pond Trust Fund (1994) James Family Fund (2001) Stephen P. Koster Fund (1985) William G. Markos Fund (1982) *David G. Mugar Fund (1998) Rogina L. & Stephen B. Jeffries Kravitz Family Fund (1993) *Evelyn A. Marran Fund (1983) *Mullen Family Fund (2001) Charitable Fund (1991) *Anna Krezwick Fund (2002) Martin Fund (1998) *Munger Family Fund (2001) *Jochkan Charitable Fund (2001) *Raju and Melanie Kucherlapati Fund *Sydell and Edward I. Masterman Fund *Murray Hill Charitable Fund (1995) Stephen G. & Rosemarie Torres Johnson (2004) (1997) Musinsky/Krieger Fund (1996) Family Fund (2000) Clara K. Kupferschmid Childrens’ Fund *Mayel Fund (1982) Mystic Harmony Fund (2000) *Jonas Family Fund (2000) (1998) Richard & Judith McGinnis Fund (1999) Leslie & Sandra Nanberg Charitable *Hubie Jones Fund (2004) *A.L.S. Lauriat Fund (1984) Eleanor P. McIntyre Fund (2001) Foundation Fund (2001) *Samuel Lamar Jordan Trust Fund *Barbara Lee Family Foundation Fund *McNeill Family Fund (1997) Narnia Fund (1986) (2000) (2004) *Mead Hill Associates Fund (1991) *Jean F. and David G. Nathan Fund Jumping Rock Fund (2000) *Thomas E. & Barbara B. Leggat Fund Medical Research Fund (1992) to (1986) (1986) Kairos Fund (1998) support medical research in the fields Scott A. Nathan Fund (2001) C. Martin Leinwand Fund (1986) Kalman Family Fund (1996) of endocrinology and/or nuclear *Neumann Family Charitable Account Beton M. Kaneb Fund (1983) *Leith Family Fund (1981) medicine Fund (2003) *Albert J. & Diane E. Kaneb Family Colman & Carol Levin Fund (2000) Emily & Bernard H. Mehlman Fund *North Conway Institute Fund (2001) (2002) Fund II (1997) *Levine Family Charitable Fund (2003) Chad & Lia Novotny Fund (2002) *Mellowes Fund (1998) *Patricia A. Kaneb Fund (2003) Joan & Theodore Levitt Family Fund Novotny/Ramirez Donor Advised Fund Steven E. Karol Charitable Foundation (2000) Leila Yassa & David Mendels Fund (2002) (2000) (1999) Charlotte Ruth Lewis Fund (1998) Novotny/Swahnberg Fund (1997) *Menna/Remien Fund (1999) *Kassler Family Fund (2000) Edward Bernard Roland Lewis Fund Richard T. O’Rourke Fund (1988) (1998) *Barbara Putnam Metcalf & Robert Treat Leslie Victor Kates and Richard S. Kates Ohrn Family Fund (2000) Fund (2001) Southard Lippincott Fund (1996) Paine Metcalf Fund (1998) Ones Fund (2004) *Kaye Charitable Fund (2002) Ann C. Livingston Fund (2001) *Allan Meyers Fund for the Advancement of Careers in Disability *Orpheus Fund (2002) *John & Anne-Marie Keane Foundation Ann C. Livingston Current Use Fund (2000) Palisades Fund (1986) Fund (1997) (2001) Michon Family Fund (1986) *Morgan Palmer Charitable Fund (1982) Kearney Family Fund (1995) John S. Llewellyn, Jr. Community J. F. Middleton Family Fund (1995) *John J. Pappenheimer Fund (1995) *Keewaydin Fund (2001) Assistance Fund (1996) *Mill River Foundation Fund (2004) Parker Family Fund (2000) Sabina F. Kelly Catholic Charitable Fund LMG Fund (1997) (1991) Joan Locatelli Foley Memorial Fund A *Joseph Morton Miller Family Fund *Field Parker Fund (1996) (1998) *Edmund H. & Mayotta S. Kendrick (1997) *Richard J. Parker and Donna K. Fund (1986) Joan Locatelli Foley Memorial Fund D *Anita L. Mishler Education Fund (1983) Sherman Charitable Fund (2003) *Keogh Family Fund (2000) (1997) Moccasin Brook (2000) *Partnership Fund in honor of Anna Faith Jones (2001) Kidder Smith Fund (2003) *GC & JW Lodge Fund (2000) *Molino Family Fund (2003) Alfred Nash Patterson Foundation for KJN Family Fund (1997) *Lord-Buck Fund (1996) Monadnock Fund (2002) the Choral Arts Fund (1979) for the *Lovett-Woodsum Family Fund (1998) Tallulah Morgan Fund (1980) for Kluchman Family Fund (1997) encouragement of composition and educational purposes for the black Allen and Elizabeth Kluchman Fund Bruce Lunder Fund (1982) performance of new works of choral community in Boston, in part for (1997) Donald J. & S. Kelley MacDonald music and for the support of choral scholarships Klureza Family Fund (1997) Charitable Fund (1998) group activities Morris Advised Fund (2000) Pamela Kohlberg Fund (1995) Magic Penny Fund (1997) Payne’s Creek Fund (2001)

55 *Payson Family Fund (2000) Peg Pyne Fund for Handicapped Access *Rotten Dock Fund (1988) Skylight Fund (2000) Peeler/Kellogg Fund (1999) (1985) to make congregations *Roy/Thompson Family Fund (2000) Ellin Smalley Fund (1987) accessible to handicapped Samuel Perkins and Nancy Reed Fund Dr. Jordan S. Ruboy Charitable Fund *Austin & Susan Smith Fund (1999) worshipers (1996) (1998) Walter A. & Hope Noyes Smith Fund *Quid Nunc Fund (2001) Perkins Improvements Fund - Sara *Russell-Oliver Family Fund (1997) (1985) Quinn-Jacobs Family Fund (1992) (1996) *Rust Bowl Fund (1987) for the benefit J. Alper Smith Fund (1996) Sidney R. & Esther V. Rabb Family Fund Perkins Improvements Fund - William of cultural arts, including theatre Anita Smith Scholarship Fund (1990) (1996) (1983) Robert Sachs & Caroline Taggart Gift Clark R. Smith Fund (1990) John A. Perkins, Jr. Fund (2000) Barbara & Yale Rabin Fund (2002) Fund (1998) Gail Snowden Fund (2002) John & Lydia Perkins Fund (1999) Radtke Family Fund (1996) *Risha C. and Paul A. Samuelson Fund *Social Venture Partners - Boston (2001) *James W. & Margaret H. Perkins Fund *Emma W. Ramstad Fund (1998) (1982) Society of Women Engineers-Boston (2001) *Otto W. Ramstad Fund (1998) Kazanjian Sargeant Fund (1996) Fund (1996) Robert C. Perkins Fund (2000) Bessye Bedrick Ravelson Fund (2003) Camille F. Sarrouf Charitable Somerville Fund (1996) Roger Perry Memorial Fund (1999) *Raytheon Company Matching Gifts for Foundation (1996) Nancy and George Soule Family Fund Education Fund (2001) Schawbel Family Fund (1995) *Peter Fund (2000) (1997) *Gene Record Fund (2002) Schott Fund (1999) *Petersen Family Fund (2001) *Spector Fund (2001) Sara Delano Redmond Fund (1996) *Joel Schwartz Family Fund (2000) Philancon Fund (1990) *David F. Squire Family Fund (1997) Robert B. Reich Fund (2000) *Charles S. and Zena A. Scimeca Katherine A. & Fannie Phillips Fund *Stamps Family Fund (1998) (1997) Remmer-Fox Family Fund (1995) Charitable Fund (2004) Aaron Stein Fund for Group *Sea Street Fund (2004) Picard Family Fund (2000) Renaissance Fund (1998) Psychotherapy (1983) Francis P. Sears Scholarship Fund (1973) *Jamie Pierce & Rick Cresswell Fund Reno Family Charitable Foundation Harvey & Shirley Stein Fund (1999) (2002) (1998) Gerald Segel Fund (1981) Margaret Greeff Stevens Fund (1997) Pitts Family Fund (1997) RETQ Fund (2001) *Seim Fund (2003) Emily Frances Stevens Fund (1997) Renata Poggioli Fund (1991) Edward S. Reynolds Memorial Fund September Fund (2000) Helen Bredt Stevens Fund (1997) Pokross/Gill Family Fund (1996) (1984) Norman J. & Maryellen S. Shachoy Fund Stewart-Holtzman Fund (2001) *Polaroid Fund (1997) *Russell & Carla Ricci Fund (1985) (1997) Stone Charitable Fund (1999) Pool Family Fund (1997) *Riptide Fund (2002) *Shadow Lake Children’s Fund (2002) Stone Family Fund (1999) William Townsend Porter Fund (1998) Jonathan Rizzo Memorial Foundation Shames/Egasti Fund (1991) *Elihu and Lillian Stone Family Fund (2001) *Shapiro/Fleishman Fund (1999) Poss-Kapor Family Fund (1996) Charitable Fund (2003) Thomas Roberts Fund (1995) Shawkemo Fund (2000) Pride in Scholarship Fund (1992) for *James M. and Cathleen D. Stone Robynhood Thanksgiving Fund (2002) scholarships to students whose Sherborn Fund (1997) for the benefit of Foundation (1995) academic work & individual *Rodgers Community Fund (2004) charitable organizations, activities, Albert and Elizabeth Stone Fund (1993) contributions to the arts, sciences or Rodman Fund (2000) and residents of Sherborn, business best serve & promote the Massachusetts Stonehill Enrichment Fund of the Ames Rogers Family Fund (2000) Free Library (1994) gay & lesbian community *William U. & J.W. Shipley Fund (2001) Rosedune Fund (1970) especially for Fred & Ruthann Prifty Fund (2001) *Robert Strange Family Fund (2003) educational and cultural programs, Shoe Box Foundation Fund (2004) Janet and Randy Stratton Fund (1993) Thomas & Mary Prince Family Fund primarily for children *Jean Karpas Siegel Fund (1994) (2000) Sugarman Fund (1982) Andrew L. & Leslie (George) Ross Fund *Ellen L. Simons Fund (1997) Sue and Bernie Pucker Fund (2002) *Charles Sugnet Fund (1998) (2003) 63 Marlborough Street Fund (1984) *Joshua Sugnet Fund (1998)

56 Nancy L. Sullivan Fund (1989) *Joseph Bishop Van Sciver Fund (1861- *Lois & David Weltman Fund (1991) *Wesley L. Winship Fund (1998) Diane Sullivan-Villano Fund (1998) 1943) (1997) Annie Evans White Memorial Fund *Jesse Winship-Freyer Fund (1998) *Sunrise Fund (1993) Vendome Firefighters Scholarship Fund (1970) for the benefit of needy Winsor Foundation Fund (1989) (1992) merit scholarship for a Suffolk persons of Winchendon, *Sustainable Future Fund (2003) Jack & Judith Wittenberg Fund (1997) University student who is a child or a Massachusetts Sylvan Fund (1985) Howard L. Wolf Memorial Fund (1981) descendant of a Boston Firefighter *Frank & Jean White Fund (2001) Tacit Rainbow Foundation Fund (1998) Hertha & John Wolkowicz Charitable Vizzini Fund (1997) *Janet White Memorial Scholarship Fund (2000) Richard Talkov & Susan Davies Fund *Ann & Robert von der Lippe Fund Fund (2004) (1997) Karin E. Wood Fund (1993) (1997) Guy and Maggie Wickwire Fund (1989) TechFoundation Fund (2002) Michael N. Wood Fund (1996) *JH & EV Wade Fund (1990) *Benjamin J. Williams, Jr. Fund (1986) *Tempero Family Fund (2002) Paul & Eleanor Young Fund (1988) James and Margaret Wade Fund (1997) David B. Williams Fund (1986) Thomsen Family Fund (2000) *Zabin Charitable Fund (2001) Wainwright Bank Community Fund *Hope A. Williams Fund (1986) *Tiare Fund (1996) (1998) Zarkin Family Fund (2001) *Natica R. Williams Fund (1986) *Topol Family Fund (1991) Walker Fund (1998) Sylvia and Robert Zell Fund (1988) Ralph B. & Margaret C. Williams Fund Gerard B. Townsend Charitable Fund Ruth & Henry Walter Fund (1982) (1985) Emily Zofnass Fund (1998) for the (1995) benefit of animal related causes, J. H. & C. K. Walton Fund (1986) *Ralph B. Williams, II Fund (1986) including organizations which have Trefler Fund (1997) *Warner Charitable Gift Fund (2000) Winkler Family Foundation Fund (2001) their primary purpose insuring Thomas & Lois Valeo Fund (1982) *Waterfield Fund (2002) *Owen Thomas Winship Fund (1998) quality care for domesticated animals Valette Family Charitable Fund (2001) Sally Suttenfield Webb Fund (1998) *Samuel Lee Winship Fund (1998) *T. Zouikin Charitable Fund (2003) Jack and Kathleen Welch Fund (2001)

Support Organizations and Other Special Funds

Bruce J. Anderson Foundation, Inc. Fund for the Environment (formally Gaywest Farm Fund for the benefit of Sheep Pasture Fund for the benefit of (1980) for preventative programs, known as the Fund for the Capen Hill Nature Sanctuary in Natural Resources Trust of Easton, direct services and new initiatives in Preservation of Wildlife and Natural Charlton, Massachusetts Massachusetts the fields of environmental Areas) (1994): General Fund for Preservation of Horace Moses Foundation (1995) to protection, historic and archival Allyn Cox Fund for Essex County Wildlife & Natural Areas preservation, the arts and mental support Junior Achievement Greenbelt for the benefit of the Bessie P. Goldsmith Fund for the health located in either Cape Ann or James M. and Cathleen D. Stone Essex County Greenbelt Association benefit of Goldsmith Woodlands in the Nashoba Valley Foundation (1994) Herbert Farnsworth Fund for the Andover James R. Bancroft Trust (1953) income to preservation of wildlife and natural Hollis D. Leverett Memorial Fund for be paid to the Boston Foundation for areas the planting and upkeep of trees, unrestricted purposes New England Forestry Foundation etc that protect and encourage wild Boston’s Fourth of July Foundation, Inc. Fund (1996) for the New England bird life Forestry Foundation to aid conservation of forest land in New England

57 2004 Financials

The Boston Foundation has a mandate both to Strong development efforts and strategic standards for investment managers. It has also fulfill its role as Greater Boston’s Community investment policies make both mandates possible. implemented an alternative investment program, Foundation today – by maximizing dollars Since 1999, through the Fund for the 21st Century, which is currently designed to allow up to 15 available for making grants and providing civic a pool of investment management products percent of the funds in alternative investments. leadership – and to ensure that the charitable created for the investment of TBF’s endowment, The market value of our assets at year-end was dollars entrusted to us are available to continue the Foundation has been steadily diversifying $648 million, compared to $572 million in 2003. this work tomorrow and in perpetuity. asset allocation and setting high performance The Spending Rule Grants made by the Boston Foundation are based on a spending rate, which is approved annually by the Foundation’s Board of Directors. A spending rate helps to meet the challenge of ensuring that funds will be protected for the future, while continuing to have maximum community impact today. The 2004 rate remained at the prior year’s rate of 5% for all endowed Boston Foundation Funds. It is calculated on a sixteen-quarter market value average to help smooth out the fluctuations of the financial markets. Socially Responsible Investing and Proxy Voting The Boston Foundation was the first major community foundation in the country to actively promote its values and expectations around corporate governance by exercising its right to proxy voting for its investments. Proxy voting is the basic mechanism through which shareholders can influence the governance and behavior of corporations in which they hold stock. TBF focuses its proxy voting on a variety of key issues including the environment, community well- being, diversity and equity, and good corporate Denise Taylor, Executive Assistant to the President, and TBF Finance and Administration staff: governance. Julia Goring, Jenna Smith Gomes, and Hope Groves

58 Asset Allocation Financial Oversight as of June 30, 2004 The Boston Foundation’s Investment Committee 2004 Summary is responsible for establishing the investment Financial Statements Total Equity policy, developing the investment strategy and Large Cap Domestic 30% Assets: the continual monitoring of investment perform- Mid Cap Value/Growth 20% Receivables $ 23,037,102 ance. Currently the Foundation seeks to invest 65 International Equity 15% Investments 620,718,020 Alternative Investments 15% percent of the assets in domestic and interna- tional equity securities, 20 percent in fixed Other 3,930,361 Total Fixed Income income securities with the remaining assets in Domestic Fixed Income 15% Totals Assets $ 647,685,483 Global Fixed Income 5% alternative investments such as private equity and real estate. Liabilitites & Net Assets: The 2004 Summary Financial Statements Accounts Payable 2,172,190 reflect the strict accounting procedures that are Grants Payable 2,828,038 Performance overseen by the Foundation’s Board of Directors. Other 5,465,206 as of June 30, 2004 In 2003 the TBF Board voted to create a separate, Net Assets 637,220,049 1 Year 3 Year 5 Year independent Audit Committee to monitor and review all of TBF’s financial activities. Total Liabilitites Total Fund 17.6% 3.2% 3.9% & Net Assets $ 647,685,483 Policy Benchmark* 18.9% 3.8% 2.5% For Audited Statements The Boston Foundation’s auditor, KPMG, LLP, Revenues: * Policy benchmark is a composit of the individual benchmarks used has issued an unqualified opinion on the finan- Contributions 41,560,251 to measure each manager’s performance cial statements for the year ended June 30, 2004. Net Investment Return 92,878,489 The complete audited financial statements are available upon request and may be found on our Total Revenues $ 134,438,740 Grant Payments Compared to Assets web site at www.tbf.org. Grants & Expenses: (in millions) Grants 51,357,852 Program Support 2,211,694 Operating Expenses 6,145,492 Total Grants & Expenses $ 59,715,038

Change In Net Assets $ 74,723,702

Net Assets Beginning of Year $ 562,496,347

Net Assets End of Year $ 637,220,049

59 Acknowledgments

Editor Barbara Hindley Designer Katherine Canfield Photographer Richard Howard

Printer Kirkwood Printing

Printed on Recycled Paper

TBF Communications staff: Sheri Lapatin, Stephan Chan (intern for the President), TBF Communications staff: Charlotte Kahn, Mary Jo Meisner, Barbara Hindley,Tim Gassert and Ann Kurkjian Crane Jennifer Owens, and Benjamin Didsbury

60