Our Community
Greater Worcester Community Foundation Our Commitment Our
ANNUAL REPORT Total Assets $91,616,745 Contributions to new & existing funds $3,425,068 Contributions Received Investment returns -29.7% Grants and Scholarships Awarded $5,309,129 Number of grantee organizations 374 Number of new funds 10 Total named funds 431
Approved Grants by Broad Category Total Awards $5,309,129
Human Services Arts & Culture $1,418,723 $844,776
Health Grants & Scholarships Approved $344,449
Community Environment Development & $139,525 Religion $1,142,351
Education (includes scholarships) $1,419,305
Contributions Number Number of Gifts 1009 Number of Donors 778 Largest Gift $330,000 Smallest Gift $5 Total Gifts $3,425,068
Total Assets
Funds by Type (millions) Total market value $89.0 million
Scholarship Agency $8.4 $9.7
Committee Advised $2.1
Designated Field of $10.5 Interest $27.6
Discretionary $19.2 Greater Worcester Community Foundation Donor Advised $11.5 By the Numbers as of 12/31/08 Our Commitment. Our Community.
The donors who share their stories on the following pages remind us that personal commitment grounds all of our best endeavors, including philanthropy.
Creating a fund is a purposeful act—and a powerful way to identify and support one’s causes of choice.
With your fund, you make a mark. Not once, but over time. It will outlive you and expand the impact of your giving. The Foundation stewards the fund so it supports your cause forever, adapting its grants as necessary over time so its impact remains faithful to your original intent.
Through your fund, you take a stand. Some donors prefer anonymity but most choose to create a fund as a public act. The fund communicates what you value to your loved ones and neighbors as well as to future generations.
Foundation donors give out of a sense of commitment to particular people, purposes and places. In turn, such giving sustains and strengthens these ties—even from a great distance and across generations. Such giving can also help an individual or family nurture new roots and relationships.
Whatever inspires your commitment, the Foundation can help you transform your inspiration into action. Each fund strengthens the resilience of our community. Together, our commitments are more than a match for challenging times.
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 1 Letter to the Community A s public sector resources diminish, the nonprofits serving our community—including your Foundation—are busier than ever sustaining cherished services.
We adapted to a lower operating budget, which is based on one percent of our endowment value. The Foundation takes a long view of the market and maintains a diversified portfolio overseen by disciplined, vigilant professional management.
Although we reduced staff in 2008, we increased our grantmaking thanks to our prudent spending policy, which is based on averaging total investment income over five years. We under-spend in strong years and pay out more in years with lower earnings. While in 2007 we distributed 986 grants totaling $4.7 million, in 2008, the Foundation approved 1,024 grants totaling $5.3 million.
The value of our nonprofits is clearer than ever. We know their impact and their needs close-up. This knowledge guides our grant making and enables us to advise nonprofits that must adapt, contract or merge to fulfill their missions.
More people are taking action as volunteers as well as donors. In 2008, the GLBT Partnership Fund and Community Ministries Fund created two new grantmaking committees. As private citizens working for the public good, we are nurturing vital programs in education, health care, human services and the arts that improve our quality of life. This is our commitment—and our community.
Peter H. Levine, MD Ann T. Lisi Chair of the Board and President Executive Director
Peter Levine and Ann Lisi guide Foundation activities that support nonprofit organizations throughout Central Massachusetts.
The value of our nonprofits is clearer than ever. Ann Lisi and Peter Levine
2 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Year in Review
Managing Foundation Assets Grantmaking s 4HE )NVESTMENT #OMMITTEE REALLOCATED THE &OUNDATIONS s ',"4 0ARTNERSHIP &UND MADE ITS lRST AWARDS GRANTING A endowment portfolio, increasing income-producing stocks total of $125,000 to eight projects that will foster a safe and and bonds while reducing equity holdings to less than 40%. open community for gay, lesbian, bisexual and transgender s 4HE &OUNDATION REDUCED STAFF BY ELIMINATING residents of Central Massachusetts. full-time positions, adjusting to loss of operating revenue s 4HE &OUNDATION MADE A THIRD .EGOTIATED 'ENERAL due to decline in assets. Operating Support grant of $250,000 over five years to *EWISH &AMILY 3ERVICES FOR ITS .ATURALLY /CCURRING Planned Giving Retirement Community (NORC) project, to develop s ! BEQUEST OF CREATED THE "RADFORD * +EMP &UND resources that enable elderly residents to “age in place.” to support programs in the town of Webster. s 4HE &AIRLAWN &OUNDATION MADE GRANTS TOTALING s !NOTHER PLANNED GIFT A BEQUEST FROM !CORN $410,000 to expand nursing faculty in the region’s degree Society member Helen Stinson, transferred to the Helen M. programs for nurses. and Thomas B. Stinson Fund, which supports the s #HOOSE 7ORCESTER )NC TOOK DISTRIBUTION OF ITS AGENCY Worcester Art Museum and All Saints Episcopal Church. fund, totaling $658,000, when the organization gained Services to Donors nonprofit status for its operation, which attracts and s 4HE &OUNDATION HIRED A DIRECTOR OF DONOR RELATIONS retains city commercial and industrial enterprises and jobs. Christine Louis, to support donors with the desire to make s 'RANTS FOR ART AND CULTURE EXCEEDED IN AN major gifts as well as donor advised giving. increase of 25% over 2007 grants to this sector; and s 4HE )NSIGHTS 4OUR PROVIDED DONORS AND ADVISORS WITH A in 2008 such grants from donor advised funds more than first-hand look at the impact of grants on enhancing local doubled, awarding $191,000 to the Hanover Theatre, Old parks and community gardens. Sturbridge Village, the Italian American Cultural Center and the American Textile Museum in Lowell. Nonprofit Support Center s 4HE #OMMUNITY -INISTRIES &UND MADE ITS lRST AWARDS s ! SERIES OF PEER LEARNING AND NETWORKING EVENTS FOR the Auburn Foundation celebrated five years of nonprofit leaders explored strategies to cope with the grantmaking; and the Water and Land Stewardship Fund challenges of a turbulent, rapidly changing environment. marked its tenth year.
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 3 The Auburn Foundation G Small grants engage neighbors in enriching their community rants put promising ideas to work. Small grants Foundation’s distribution committee. “We’re very pleased can put many good ideas to work. That is the idea behind with the way our fund works.” the Auburn Foundation, a field-of-interest fund created by Arthur and Martha Pappas to enrich life in their An advisory committee of Auburn residents selects grant hometown. recipients. “The committee represents a cross section of our entire community and knows its varied needs,” says Martha. The couple lives in the 1905 Victorian farmhouse where The average size of the grants is about $2,700. Each benefits Arthur was born, just a half-mile from Martha’s childhood Auburn residents, and many inspire gifts of other kinds. home. Fifteen years ago, they returned to Auburn from Boston. A pioneer in the field of sports medicine, Arthur A grant of $1,500 helped Cub Scout Pack 53 buy a used was for two decades the chief orthopedic surgeon for trailer for its Adopt a Fire Hydrant program. Visiting the the Boston Red Sox and chair of the Department of town’s elementary schools, the 20 Cub Scouts recruited Orthopedics at the University of Massachusetts Medical hundreds of students to join the program. Each participating School. Martha obtained a doctorate in education and for family agreed to clear snow from one of the town’s 400 fire 20 years was a teacher in the Sudbury Public Schools. Back hydrants throughout the winter. “It was a small grant,” says in Auburn, she joined the boards of several nonprofits, Martha, “but it had a huge impact on our town.” “And a including Greater Worcester Community Foundation. huge impact on those kids,” adds Arthur.
In 2002, Martha and Arthur brought their idea of a fund Promising ideas are multiplying now that Auburn has for Auburn to the Foundation. “The staff helped us find its own fund. “All of these small grants strengthen the the best way to fulfill our wishes,” says Martha, chair of the foundation of our community,” says Arthur.
Arthur and Martha Pappas put great ideas to work in their hometown through grants from the Auburn Foundation.
All of these small grants strengthen the foundation of our community. Arthur Pappas
4 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Kirby Foundation Fund A A father’s legacy inspires thoughtful giving s an investment manager in Southern California, volunteering at a charity of my sister’s in Denver and after 2OBERT ' +IRBY WAS ADEPT AT PICKING COMPANIES WITH HIGH made a large, three-year grant together,” says Lisa. “We want earnings over the long run. On weekends, he scored split- to do more than cut checks.” second wins by racing Porsches. )N ,ISA ESTABLISHED THE +IRBY &OUNDATION &UND WITH 2OBERT +IRBYS KNACK FOR BOLD BETS MAY HAVE INmUENCED HIS Greater Worcester Community Foundation. “My fund is decision to entrust his five children as trustees of the $14 a vehicle for purposeful giving here in my home town,” MILLION +IRBY &OUNDATION says Lisa. “The Foundation makes giving easy and the staff are informed advisors. They guide me in making small h7HEN $AD DIED IN v SAYS ,ISA +IRBY 'IBBS hWE FOUND grants that matter and, as my fund grows, investing in local ourselves responsible for running a foundation without programs.” a structure or mission. The five of us live far apart, so it was tough to collaborate and agree on anything. With Lisa and her husband Peter, who own a shared office consultants advising us, we worked hard to clarify priorities center in Westborough, see the family’s smart, hands-on and identify roles. Hardest of all, we learned to work approach to giving in their children Ellery, 14, and Brandon, together and support each other. I don’t think we’ve ever 12. The two raised $200 by selling refreshments during a been this close.” Preservation Worcester tour and donated the sum to the organization. The independently minded siblings began their giving by dividing the grant money into five portions. They now do “Dad would be proud of us,” says Lisa. “We’re learning to more giving as a group. “Last year, we all spent a morning work together and help make the world a better place.”
Lisa Kirby Gibbs and her family invest energy and time as well as funds into their chosen causes.
The Foundation makes giving easy and the staff are informed advisors. Lisa Kirby Gibbs
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 5 Worcester Latino Coalition Scholarship Fund T Advancing aspiring Latinos in health care and human services he first scholarship of the Worcester Latino Coalition earn a college degree,” says Leo Negron-Cruz, a program Scholarship Fund went to a Cuban exile who made Dean’s coordinator at Great Brook Valley Health Center. “But they List while working to support his family. The fund’s 2008 need to pay tuition.” scholarship recipient was his daughter, who is studying to become a family nurse practitioner. The group decided to create an endowed scholarship fund. 6 They brought their idea to the Foundation and held two Helping such aspiring Latinos advance in health care and galas that raised thousands of dollars. “We were newcomers human services has been a goal of the Worcester Latino to philanthropy,” says Mónica. “The Foundation guided us Coalition since its start. In the 90s, the Coalition worked on what it would take to establish a scholarship and made with the Office of Community Programs at UMass Medical the process easy for us.” School to secure a major grant and establish the Next Step Initiative in Central Massachusetts. A partnership with “We are grateful to the Foundation, which does all four area colleges, Next Step supports higher education for the work,” says Daniel de la Torre, an administrator at Latino health and human service workers, who gain college Quinsigamond Community College. “The Foundation credits for work or volunteer experience. reviews applications, awards grants and informs us of the recipients.” Although the Coalition is no longer active, says Mónica Lowell, vice president of Community Relations at UMass Now the group is planning a campaign to expand the fund. Memorial Health Care, “We left our mark on the “Every year, we want to keep feeding it,” says Mónica, “so community.” that it can benefit generations to come.”
But she and other former Coalition members recognized Founders of the Worcester Latino Coalition Scholarship Fund are that the cost of college could be daunting to low-wage health (from left) Leo Negron-Cruz, Mónica Lowell and Daniel de la Torre as care workers. “Next Step helps Latino paraprofessionals well as (not in photo) Sara Trillo Adams, Isabel Feliciano, Nancy Jodaitis, Miriam Torres, RN, and Tammy Zelayas.
We are grateful to the Foundation, which does all the work. Dan de la Torre
6 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT The Argitis Family Fund O A grateful family nurtures its hometown N .EW 9EARS $AY *OHN AND !NN -ARIE !RGITIS and St. Patrick Parish; and the Mercy Centre—where a niece moved to Sturbridge. The town has been their cherished teaches students with developmental disabilities. home ever since. “Our town has been very good to us,” says Ann Marie. In *OHN AND !NN -ARIE ESTABLISHED THE !RGITIS &AMILY &UND IN 2001, a fire shut down the plant at G&F Industries; but with 2004 and they have already awarded 38 grants—all to local the help of family, friends and employees, the company organizations that have touched their family in some way. rebuilt its facility within a year. “Our entire community came together to help us out,” says Ann Marie. “You don’t h7E FEEL GREAT LOYALTY TO OUR TOWN v SAYS *OHN CHAIRMAN OF forget that.” the board at G&F Industries, his family’s precision plastic molding company in Sturbridge. “Donating locally through *OHN AND !NN -ARIE lND THAT GIVING THROUGH THE the Foundation, we see how our money is put to use in our Foundation is as direct, personal and simple as their community.” approach to philanthropy. “We make decisions regarding our donations as a family,” says Ann Marie, “and the Among the grantees of the donor-advised fund is Old Foundation does the rest. We have confidence in the Sturbridge Village, where the couple spent many hours with Foundation and its entire staff.” THEIR SONS *OHNNY AND $AVID WHEN THEY WERE YOUNGSTERS 4ODAY !NN -ARIE IS A TRUSTEE OF THE 6ILLAGE AND *OHNNY IS *OHN AND !NN -ARIE HAVE DESIGNATED THEIR SONS AS SUCCESSOR an overseer. Other grantees include their sons’ school, Saint advisors. “It’s comforting to know that after our lifetime,” *OHNS (IGH 3CHOOL THE (IGGINS !RMORY -USEUM 3T !NNE SAYS *OHN hOUR SONS WILL CONTINUE GIVING THROUGH THIS FUNDv
Ann Marie and John Argitis strengthen cherished local organizations such as Old Sturbridge Village through the Argitis Family Fund.
Donating locally through the Foundation, we see how our money is put to use in our community. John Argitis
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 7 Acorn Society Members
John Adam Jr.* Anonymous (3) Isabel K. Arms Edward W. Bettke Mark P. Bilotta and Henry O. Ritter Brian L. and Betty G. Bjurling Maurice J. and Pamela K. Boisvert Cushing C. Bozenhard Douglas P. Butler Kenneth and Nancy Candito Jeanne Y. Curtis Elizabeth O. Dean James S. Demetry Francis H. Dewey III Henry B. and Jane K. Dewey Ross K. and Lisa F. Dik Richard and Carol Dymek Dina R. and Gerald (Lee) Gaudette III Dennis F. Gorman David R. and Rosalie A. Grenon Claire L. Halvey Bequest Giving: The Acorn Society Richard E. Hedin A charitable gift annuity benefits donors and their cherished cause Forrest A. and Shirley H. Jacobs Frances and M Howard Jacobson Patricia L. and Kenneth R. Jones David P. Leach and Audrey Klein-Leach S ally and Ben Schenck enjoy their retirement in Seabrook Island, South Carolina. Yet Catherine H. and Peter H. Levine MD Margaret D. Lincoln they still have strong ties to Worcester, where they lived for 16 years and raised three children. Ann T. Lisi John W. Lund One way that the Schencks sustain their ties to Worcester is through a charitable gift Barbara B. and Raymond E. Morin annuity. A popular form of planned giving available through the Foundation, it provides John M. Nelson up to two beneficiaries with guaranteed fixed income for life as well as an upfront tax Sarah D. Pettit Bonnie M. Prescott deduction. Upon the beneficiary’s death, the balance goes to the donor’s chosen cause. Gloria and John A. Rauth Susan and C. Reid Roberts MD The Schencks will give their balance to an endowed fund at the Foundation dedicated Linda Carlson Romano to Youth Opportunities Upheld Inc. (YOU, Inc.), which provides preventive and Paul and Fay Rossley Sally S. Schenck rehabilitative programs to at-risk children and families. “YOU, Inc. does wonderful Evelyn B. Silver things for Worcester kids,” says Sally, formerly a program director and board chair at the David C. Steelman and organization. When the couple informed YOU, Inc. of their desire to make a six-figure Virginia Theo-Steelman planned gift, says Sally, “They sent us to the Foundation.” Helen M. Stinson* Cynthia C. and Harrison G. Taylor Jr. Sumner B. Tilton Jr. Ben and Sally find that a charitable gift annuity with the Foundation satisfies their Irving N. Wolfson MD financial and philanthropic goals. “We wouldn’t have been able to make a gift of this David K. Woodbury magnitude any other way,” says Sally. “We receive part of it back in an income stream at a Kimball R. and Elizabeth Woodbury time in our lives when we no longer have a salary coming in. New Members Robert S. Adler “And doing this through the Foundation was important to us,” continues Sally. “We trust Dix F. and Sarah B. Davis the Foundation, where our money is well administered and secure and grows over time Warner S. Fletcher to do even more for the community. Plus, the Foundation made it so simple: We gave our Frederic H. Mulligan Scott and Lois Rossiter money and receive income from it. It couldn’t be much easier than that.” Alison D. and Laurence J. Specter The Acorn Society recognizes donors who support the Foundation through bequests. *Deceased
om ter C mun es ity rc F o o u W n r d e t a t a i e o
r n G We wouldn’t have been able to make a gift of this magnitude any other way.
A Sally Schenck C Y O T R IE N SOC 8 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Ways to Give (]HYPL[`VMM\UKZ[VTLL[`V\YJOHYP[HISLHUKÄUHUJPHSNVHSZ
Give Now With a gi of $10,000 or more, you can establish a named Founders Fund, General Scholarship Fund, GLBT fund to create your personal legacy. You choose the type Partnership Fund, Water and Land Stewardship Fund, and of fund that best meets your goals, and we do the rest— Youth Opportunity Fund. handling all administration and grantmaking on your behalf. We help you choose from a variety of fund options— We accept a broad range of assets, including cash, publicly donor advised, scholarship, designated, discretionary, and traded securities, closely held stock, real estate, life insurance, eld of interest funds. tangible personal property and private foundation holdings.
Creating a fund with your community foundation is a Or Make a Planned Gift permanent and powerful way of giving. Your intentions are You can make a gi to the community that provides income honored in perpetuity. Your money enters a well-managed and tax bene ts now and a er your lifetime supports your endowment that preserves capital during tough times philanthropic goals. Ways to make a planned gi include and extends the longevity, value and reach of your giving. And because we are a public charity (and not a private t /BNJOHUIF'PVOEBUJPOJOZPVSXJMMPSBTUIF foundation), you receive the maximum tax bene ts allowed bene ciary of IRA assets by law. e Foundation makes giving simple from the start t 5SBOTGFSSJOHBMJGFJOTVSBODFQPMJDZ NBLJOHQSFNJVN and throughout your grantmaking experience. payments tax-deductible t %POBUJOHSFUBJOFESFBMFTUBUFBTBGVUVSFHJęXIJMF Gi s under $10,000 are a welcome contribution to any using the property throughout your lifetime existing named fund, including those created by the t 4FUUJOHVQBQPPMFEJODPNFGVOEHJę DIBSJUBCMFHJę Foundation such as our Fund for the Arts and Humanities, annuity or charitable remainder trust
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Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 9 Contributors
In 2008, the Foundation received $3,425,068 in gi s. Robert S. and Helen A. Bowditch Fund Mary Jane S. Rodman In memory of Helen A. and Robert S. Saint-Gobain Corporation Foundation Of this amount, $2,405,170 was added to existing Bowditch Carol L. Seager named funds; $963,031 created 10 new named funds; Susan B. Talmadge Lowerre and Edward Simsarian Robin and Lincoln Spaulding Bozenhard Charitable Fund and $56,867 comprised unrestricted gi s to the Cynthia C. and Harrison G. Taylor Jr. Cushing C. Bozenhard %JSFDUPSTBOE$PSQPSBUPST'VOE Leonard H. White Carrick Foundation Scholarship The Salmon Family The Carrick Foundation The Willows at Worcester Abby Kelley Foster House Fund %ULDQ6DQG6DPLUD6FKR¿HOG Charitable Gift Annuity Fund Donna L. Zerwitz Abby’s House M. Pearl Shea James S. Demetry Lorraine Crepeau Fund Smith and Brink African Heritage Institute Fund Wynne L. Chase Fund The Lorraine and Chauncey Crepeau African Heritage Institute Joseph and Joan Sullivan Trust Rita F. and Bruce W. Swett Arthur E. Chase Lois Anne Memorial Fund R. Lenore and Edward M. Thebodo Jr. Choose Worcester Fund Jeanne Remillard Curtis Fund In memory of Vera Wadland Berkeley Investments Jeanne Y. Curtis Alton S. and Donna Q. Blanchard Fund for the Arts and Humanities Donald and Mary Melville Commerce Bank & Trust Company Melvin S. Cutler Fund Joyce Bourne Melvin S. Cutler Charitable Foundation Melvin S. Cutler Charitable Foundation Boy Scout Troop 107 The Auburn Foundation Agnes E. Kull Anna S. and Warren G. Davis Fund So Cheng and Susan Chen Arthur M. Pappas and Martha R. Pappas Telegram & Gazette Ronald S. Davis Raymond W. and Debra J. Coleman Donor Advised Foundation of Greater UnumProvident Corporation Ann L. and William B. Dailey Worcester Community Foundation Worcester Business Development December 3rd Scholarship Fund Mary M. Dennis In honor of Lori Harvey and Paul Corporation Maureen T. Dunn Mr. and Mrs. Robert C. Feldt Gregoire Community Ministries Fund Directors and Corporators Fund Hiromi Foss Sherrill Costa Immanuel Lutheran Church Lawrence J. Abramoff Grafton Thrift Shop Arthur M. and Martha R. Pappas Robert C. Achorn Constance M. Hopkins Worcester Area Mission Society Auburn Woman’s Club Fund Bruce Anderson Susanne LaFlash Fairman C. Cowan Fund Auburn Woman’s Club Michael P. Angelini Elizabeth Mack In memory of Fairman C. Cowan Anonymous (2) Joseph and Margaret A. Marzilli Auburn Youth and Family Services The Barrington Foundation, Inc. Rich and Wendy Ardizzone George Maurice Fund of the Fidelity Endowment Fund Barbara Bell Dexter A. Bailey Charitable Gift Fund Auburn Youth & Family Services George F. and Barbara C. Bernardin Bank of America Foundation Edward M. Morin MD Arthur M. and Martha R. Pappas Herbert and Rosa Bromberg Thomas J. Bartholomew Andrew Norman Clarence A. Burley AVID North Scholarship Fund John E. Bassett Marilyn J. O’Brien Pauline E. Charbonneau Martha Abeles-Young Sarah G. Berry Leslie W. Paine Henry and Elaine Ciborowski Frances E. and Kenneth P. Arena Mark P. Bilotta Mim and Clark Phillips Ronald S. Davis Elizabeth Klein Baker and Joel H. Baker Maurice J. and Pamela K. Boisvert Marilyn L. Reed Margery M. and Richard W. Dearborn Judith F. and Joseph W. Buckley Jr. George F. Booth II J. Paul Rivard Henry B. Dewey Louise I. and Jeffrey R. Clarke and family Bozenhard Charitable Fund of Greater Mr. and Mrs. Stephen Russo Marjorie Deitz and family Sandra J. and Mark O. Cutler Worcester Community Foundation Peter J. Tai Barbara E. Fargo Barry and Joan Gerhardt Christopher W. Bramley John and Karina Thompson and Keith Patricia A. Fletcher Robert S. and Naomi L. Halpern Karin Branscombe Thompson Jane B. Freeman Mr. and Mrs. Peter Honig James B. Broadhurst Kathy Vandenengel Allan G. Gordon Kathleen L. and Donald W. Kelley Jr. Michael D. Brockelman Philip L. and Helen E. Wadland Lois B. Green Colleen A. Kelly Denise H. Brookhouse Bruce H. and Suzanne M. Young Nathan and Barbara E. Greenberg Janet Dee Mathieu John H. Budd Virginia and Philip J. Zukatynski Ann T. Lisi and Joel P. Greene Jean E. McNulty Douglas P. Butler John Herron Sr. Argitis Family Fund Paul D. and Judith M. Morano Wanda Cantlin Robert J. Hogan John G. and Ann M. Argitis North High School Gail E. Carberry Nason A. Hurowitz and Martha P. Grace Susan J. and Anthony J. Sanders Ann E. Carlson Helen and Chuck Arsenault Memorial Robert M. and Carolyn G. Hyde Barbara S. and Stephen P. Sargent Debbie and Charlie Cary Scholarship Fund Vassilios Karapanos and Ingrid G. Steven D. and Gail G. Scherzer Linda A. Cavaioli In memory of Chuck Arsenault Farreras L.S. and K.S. Stambler Francesco C. Cesareo PhD Anonymous Mr. and Mrs. Warren C. Lane Jr. Nina T. and David B. Steinberg James E. Collins Norman R. and Barbara P. Arsenault Michael and Nancy Leavitt Carmela and Daniel F. Szklarz Harriette L. Chandler Doris L. Bennett John W. Lund Nathan D. and Sara G. Zaientz P. Kevin Condron Paul J. and Sally A. Bennett Diane H. and Gary W. MacConnell Michael J. Crawford Paula M. Bennett Blackstone Valley Chamber of Leonard C. and Beverly J. Meeker Frederick G. Crocker Jr. Richard Bennett Commerce Education Foundation Erwin H. Miller Ralph D. Crowley Jr. Stephen and Tina Betley Fund Anne C. and Dennis S. Moore Jeanne Remillard Curtis Fund of Paul A. and Erin K. Burlingame Dina R. and Gerald (Lee) Gaudette III Ann C. Nelson Greater Worcester Community Edward L. and Phyllis T. Carter Boys & Girls Club of Worcester Fund Arthur M. and Martha R. Pappas Foundation Paula L. and Christopher W. Downer Boys & Girls Club of Worcester Gail T. Randall Melvin S. Cutler Charitable Foundation Paula A. and Tommy J. Gallant S. Paul Reville Jill C. Dagilis Mr. and Mrs. Alfred O’Leary Edward and Linda Robbins
10 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Contributors
Dix F. and Sarah B. Davis Joseph Lian Jr. Thomas J. Wickstrom Nason A. Hurowitz and Martha P. Richard W. Dearborn Stephen B. Loring Marian V. Wilson Grace Gene J. DeFeudis Susan M. Mailman Jack L. Wolfson Debra and John P. Krikorian William P. Densmore Thomas D. Manning David K. Woodbury Mr. and Mrs. Warren C. Lane Jr. Kathleen Derzius through United Way C. Jean McDonough Yesod Foundation Northern Trust Bank of Central Massachusetts Cynthia McMullen Janice B. Yost Bradford Perch Henry B. Dewey Christopher G. and Jayne N. Mehne Robert Zibinskas Reeder Financial Services Ross K. Dik Rev. Barbara W. Merritt Marita Zuraitis Employees of O.S. Walker David M. Dimenstein Ruth and Peter Metz Family Foundation Discretionary Funds Walker Magnetics Group Erwin H. Miller Brendan Donahue George I. Alden Trust Environment Grantmaking Fund James C. and Carol B. Donnelly John O. Mirick Marcia Butzel Fund of Greater Francis X. Dufault Jr. Charles F. Monahan Jr. Douglas Center Cemetery Worcester Community Foundation Ellen S. Dunlap and Frank Armstrong Janet Wilson Moore Preservation Fund Eppinger Family Foundation Maureen Moorehouse In memory of Wallis Darnley Fred and Leona Eppinger Susan and Walter Ettinger Laurance S. Morrison Sharon E. Hobey Scholarship Fund Doug and Sarah Booher Barbara E. Fargo Frederic H. Mulligan Steve Drawbridge Memorial Fund Frederick and Leona Eppinger Richard J. Fates Laura H. Myers James N. Drawbridge Jr. Norma and Saul F. Feingold Fund of Robert Z. Nemeth Steve Drawbridge Memorial Fund Mary R. Fedeli Memorial the Fidelity Charitable Gift Fund Karen M. Nunley Scholarship Fund John and Fran Duke Scholarship Susan S. and Harry L. Ferguson John G. O’Brien Edwin Fedeli Jr. Allen W. Fletcher David R. Ojerholm Fund Justin L. Fletcher Vincent F. O’Rourke Jr. John F. Duke Jr. Anita and Nathaniel A. Feingold Matthew V. Fletcher Arthur M. and Martha R. Pappas Elizabeth and John McDonnell Scholarship Fund Feingold Companies Patricia A. Fletcher Thoru Pederson (DVW%URRNÀHOG6FKRODUVKLS Warner S. and Mary F. Fletcher Alan B. and Judy M. Pemstein Barbara Fitts Norma and Saul F. Feingold Fund David P. Forsberg Sarah D. Pettit Joseph Persky Foundation Saul F. Feingold Mark and Jan Fuller Paul M. Pezzella Ann Pinkerton Charitable Trust Norma and Saul F. Feingold Joy of Helen F. Garcia Lisa A. Piehler In memory of Maguerite Persky Music Fund James C. Garvey Cynthia N. Pitcher Barbara Fitts Saul F. Feingold Gerald M. Gates Richard L. Pyle Stephen G. Economos Scholar Gerald L. Gaudette III Dennis and Kelley Rice Shirley Feldman Fund Athlete Fund Gavitt Wire & Cable Company, Inc. Wendy J. Rickles Great Brook Valley Health Center Robert J. and Leslie S. Bergman Stephen F. Gemelli Scott Rossiter Ogretta V. McNeil Christina D. Economos Lawrence J. Glick Paul and Fay Rossley Fund of Greater In honor of Zoila Feldman Esther S. and Peter O. Harper Dorista J. Goldsberry Worcester Community Foundation Anonymous Suzanne Kohin Dennis F. and Frances C. Gorman Barry S. Rotman Massachusetts League of Dennis Must John E. Graham Kent Russell and Aisling Gaughan Community Health Centers Lois B. Green R. Joseph Salois Jeffrey S. Edinberg Memorial Gerald A. Fogarty Memorial Martin J. Green Ralph F. Sbrogna Scholarship Fund Scholarship Noreen M. Green MD Roberta R. Schaefer In memory of Providence & Worcester Railroad Co. Barbara E. Greenberg Paul and Susan Schlaikjer Fund of the Lillian Abisamra Ann T. Lisi and Joel P. Greene Fidelity Charitable Gift Fund Venise Withstandley Earl P. Fontaine Memorial David R. Grenon Carol L. Seager Arnold S. and Phyllis C. Edinberg Scholarship Fund J. Michael Grenon Francis P. Shea Marjorie G. and Elmer E. Liberty Movers Abraham W. Haddad DMD Jay S. Sherwin Ellison Jr. Fund Founders Fund Hall Club Philip O. Shwachman In memory of Elmer E. Ellison John K. and Gabrielle Allen Joy Wetzel Hall through United Way of Marvin S. Silver Barbara E. Fargo Melvin S. Cutler Charitable Central Massachusetts Lowerre and Edward Simsarian Dorothy T. Higano Foundation Ernest S. Hayeck Jeffrey Solomon Whitin Memorial Community Center John Herron Jr. Nanette J. St. Pierre-Locke Robert E. Dik Honee A. Hess and Philip R. Joseph N. Stolberg John N. Engelsted Fund Timothy F. Dumphy Magnusson Alan M. Stoll (formerly Walker Magnetics Fund) Nancy J. Greene Kathryn and James Hunter William F. Sullivan In memory of Elsa and John Niels Perry R. and Diane J. Pero Patricia L. Jones Sheila L. and George W. Tetler III Engelsted Avad Ramachandra Maureen M. Kelleher David N. Tinsley Lois A. and Richard A. Dahlin Dennis and Kelley Rice Mrs. James B. Kenary III E. Paul Tinsley Hendrik and Magda deMoor Mr. and Mrs. Allen Rubin Robert C. McCray Robert M. Kennedy Richard P. and Margaret W. Traina John F. Freeland Memorial Fund Jerry and Peter Morgan Barbara C. Kohin Tuyet Tran George E. Freeland In memory of John Niels Engelsted Agnes E. Kull Michael and Dorothy Tsotsis Beverly A. Pinjuv Thomas P. LaVigne Charles R. Valade Julia E. Cronin Thuha T. Le Wyatt R. Wade Renee DesRosiers Friends of Learning in Killingly David P. Leach and Audrey Klein-Leach William D. Wallace Susanne and Philip Geier Fund Jenique A. LeBlond Todd Wetzel through United Way of Margaret M. Groden Patricia Correia Hoerter Peter and Catherine Levine Central Massachusetts Dorothy S. Horne Barbara Crabtree Simonetta Patsy C. Lewis Harry and Lucy Whitin
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 11 Contributors
In memory of Ellen and John Savickas Jennifer S. Rodman Dorothy A. Alves Dr. James F. and Anne S. Jones Paul and Susan Schlaikjer Fund of the Edward P. and Brenda K. Weathersbee Barnstorm Cycles Furman K. and Mary M. Stanley Fidelity Charitable Gift Fund Michael and Michele Wronski Eileen Barrette Carol L. Seager Eileen Barry Susan Rees Jones Jane Fund of Central Massachusetts Mark Spuria and Joseph Murphy Ralph Bartley Friends of Northbridge Elders Fund Fund Judith A. Thompson John P. Brissette and family In memory of Jane Fund of Central Massachusetts Richard P. and Margaret W. Traina James H. Campbell Jr. Dorothy Baker Tuyet Tran Debbie Anne Johnson Memorial Lindsey R. Carlomagno Lois Blakely John W. Trexler Fund John P. Carrigan III Winifred Couture UMass Memorial Health Care In memory of Ronald “Skip” Resseguie Scott Chapman Stephan DeHaan Wyatt R. and Erika D. Wade Herbert C. and Martha H. Johnson Kathleen M. Comer Alice Dionne William D. Wallace James Comfacti Jr. Luke and Florence Driscoll Gertrude Alice Johnson Fund Marian V. Wilson Roger B. Conant Mary Ellen Golnik Robert D. Johnson Robert Zeleniak Amy Cook Gardner Hoard Stanley T. Johnson Alys J. and James J. Covello Jr. Roland Jacques Good Samaritan Mission Council Keeping the Dream Alive Katherine A. Cristman Harriet LaFleur Fund Scholarship Courtney E. Cronin Theresa Visbeck Mekallab James C. and Colleen S. Abrams Harriet Miller Hight Deborah A. Crowley Victoria Poliquin Good Samaritan Mission Council In memory of Harriet Miller Hight Brieann S. Dio Joseph H. L. Roy Robert P. Goulet Memorial Anonymous Michael A. and Karen Dodos Arthur Wiersma Scholarship Fund Rich and Wendy Ardizzone Shawn Doherty Mag Winchell James F. Goulet Christian S. and Ingeborg G. Mark L. and Janet P. Donahue Friends of Northbridge Elders Baehrecke Paul J. Gramling Memorial Henry Donoghue Bowditch & Dewey, LLP Friends of the Upton Town Library Scholarship Fund for Rebecca and Kaleigh Durkan Henry and Elaine Ciborowski Fund Compassionate Caregiving to Roseann C. Earley Elizabeth O. Dean Friends of the Upton Town Library People with Alzheimer’s Jason P. Erban Henry B. Dewey Barbara C. Buchan Facility Management Corporation Julie Chase Fuller Endowment Fund Dorothy A. Dimitri Bonnie Gorman Fidelity Investments Volunteer Grant for Mechanics Hall Patricia A. Fletcher Robert J. Hogan Program-Marlboro Region Fund Greater Worcester Community Anne T. Goff Brian T. Finn Judge and Mrs. William Garbose Foundation Operating Fund Edith M. Heier Flagship Bank & Trust Company Fund John W. Lund Merrill W. and Barbara S. Higgins Ellen T. Fleming William J. Luby David R. and Rosalie A. Grenon Fund Susan W. and David W. Hight James P. and Ellen F. Foley Nason A. Hurowitz and Martha P. Derek Gaudette Memorial David R. and Rosalie A. Grenon Glenette Ford-Ovins Grace Patricia D. and Garth Franklin Scholarship Fund Emil Haddad Jazz Scholarship Fund Mr. and Mrs. Warren C. Lane Jr. Amanda E. Friedrich Anonymous Friends of Emil Haddad Stephen and Valerie Loring Friends of the Lieutenant Jay Lyons Edward P. Gardella Matthew Gignac Memorial Edward J. and Rita M. McCarthy Memorial Scholarship Fund Moffett Family Scholarship Fund John Medbury John A. and Alyce D. Giaquinto Sherwood Hosting, LLC Thomas J. and Suzanne E. Levitre The Rev. David and Linda Miller Erika Grandberg In memory of Emil Haddad and Philip and Gale Morgan GLBT Partnership Fund David and Elaine Gustafson Antonette Clemons Gail T. Randall Cindy Aiken and Liz Hebert Kenneth E. Hopper Jones Family Joseph N. and Susan H. Rountree Atlas Distributing, Inc. Margaret J. Hurley Carol L. Seager Kenneth Bositis and Michael Allen The Hedin Family Memorial Thomas R. Jessop Cynthia C. and Harrison G. Taylor Jr. Bowditch & Marinelli, Inc. Emergency Fund Donnal I. Johnson Nancy J. VanDyke Dawn and John Budd Richard E. Hedin Mark Kackley William D. Wallace James T. Camp The Hedin Family Memorial Fund Aaron S. Katz Ralph G. Carlson Richard E. Hedin William and Maureen Kelleher Knights of Columbus Council #88 Allen W. Fletcher Charitable Fund Melissa LaFleur Hendricks House Preservation Fund Funders for Lesbian & Gay Issues, Inc. William and Maureen Kelleher Leitrim Pub William A. and Patricia Hendricks Yvonne Goldsberry and Cherie Holmes Charitable Trust at Citi GIFT, Inc. James F. and Joan M. Lyons Maureen Henrickson Memorial Mr. and Mrs. Francis Madigan David B. Houston Bradford J. Kemp Fund Scholarship Fund Mass Liquors Maureen M. and William D. Kelleher Bradford J. Kemp Trust David M. Keller and Julie E. Meyers Lucille Dileo Re-Elect McGovern Committee Sarah Kelly Steven A. and Debra K. Glaza Leonard F. Leamy Scholarship Fund Julie McLucas Kenneth T. Lundquist Lynn Granlund Anne M. Leamy Estate and Trust Michael O. and Joanne M. McNamee Minh and Robert C. Mailloux Beverly E. MacCollom Leicester Savings Bank Fund John Milley Kevin J. Matthews Kathleen Marks Paul F. Scully Mirick, O’Connell, DeMallie Jane L. Molina Laureen M. and Carl E. Taylor Jr. & Lougee, LLP Mark MacPherson Lightbown Janet Wilson Moore Nicole M. Mondor Charles Hugo Community Service Memorial Scholarship Fund Gail M. Morgan and Bernard A. Timothy P. and Tammy L. Murray Award Fund Marion L. Lightbown Lempicki In memory of Charles F. Hugo Caitlin M. Navin Stephen and Cynthia Pitcher Anonymous Lieutenant James F. “Jay” Lyons III Northworks Bar and Grille P.L. Rider Co., Inc. Kristen Fitzpatrick Memorial Scholarship Fund Daniel T. O’Connor Mary Beth and Rob Rockwell Lisa L. Hugo $GYDQWDJH%HQH¿WV*URXS Steven J. and Lora Palys
12 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Contributors
Caroline and Elizabeth Pellegrini Lighthouse Print Works Company Robert W. Booth Fund Lindsey M. Morin Christine T. Pitz Stephen and Valerie Loring In Memory of George F. Booth Judith A. Rutelonis Chrissy Remian Lumbard Investment Counseling Park Spirit of Worcester Mary and George Simonian Jr. Christopher M. Rich Keith A. MacNeal Rockwell Foundation Francis J. Trainor and Virginia M. Walsh James Ridick Massachusetts Funeral Directors Barbara A. Wrenn Paul and Fay Rossley Fund Nancy C. Sanko Association Mildred H. McEvoy Foundation In memory of Majorie Walsh Rickey B. and Wendy E. Schiffman Re-Elect McGovern Committee Paul and Fay Rossley Ann B. Logan and Christopher C. Seven Hills Foundation Gladys M. and Lincoln R. McKie Jr. Eccles Dennis Shea Dorothy B. Morse Barbara Marks Rothschild Arts and Children of Francis and Virginia Walsh Ellen M. Shor Thomas R. Mountain Education Scholarship Fund Spag’s Supply Fund Arthur Silverman Anna North In memory of Sandra E. Travinski Kevin D. Small Kevin and Linda O’Sullivan Paul J. Fitzpatrick Jay D. Stranieri Dianne M. and Francis J. Russell Lorri Manzaro Steelman Expository Writing Lisa B. Sullivan Silvia and Silvia Associates Ruth Pulda Scholarship Fund Sean A. Sylvester Voultsos Family Michelle “Mickey” Remby David C. Steelman and Virginia Theo- Bobbi-Jo Tarr Rodney A. and Patricia B. White Claire Rothschild Steelman Hannah K. Thompson Susan Thorbahn Worcester Rugby Football Club Helen M. and Thomas B. Stinson Amy Trebbin Weiss Jeffrey S. and Michelle L. Titus Marc J. Zimmerman Fund Burton L. Wilner Tri-Star Sportswear Barrett and Mahroo Morgan Donor Helen M. Stinson Trust Steven and Julia Rothschild Gina Tutela Advised Fund Wexford House Stonewall Fund Barrett Morgan Andrew Sala Memorial Scholarship Anonymous Worcester Credit Union Fund Constantine Mina and Vasiliky Mr. and Mrs. Richard A. Xenos Walter F. and Kathleen Browne Tahanto Regional High School Strates Moschos Scholarship Fund Walter F. and Helen A. Browne Scholarship Fund Sonia Werblin Masterman Fund Michael C. Moschos Anonymous Christina and Michael Lochhead Anonymous (3) Vasiliky Strates Moschos Memorial Nancy H. Sala Martha E. Bigelow Winifred Meany Killay and Matthew Fund In honor of Nancy Sala Gary A. and Susan L. Boudreau Meany Memorial Fund Michael C. Moschos National Grid Boylston Mass Auto Body In memory of Nancy Rose Waite Robert E. and Robin J. Brissette Support Center Program Matthew J. Waite 1RQSURÀW Charles E. Scott Community Fund Tom and Nancy Buckingham Fund Donna McGrath Clinton Savings Charitable Foundation Middlesex Savings Charitable George I. Alden Trust Herbert D. Sherwin Memorial Robert W. and Edith M. Comeau Foundation Scholarship Fund United Way of Central Massachusetts Middlesex Savings Charitable Scholarship Fund Cary J. Corkin Foundation Ernest Osterman Family Fund College Access Foundation of Joanne D. Cox Thomas E. Adams California Sal and Connie Della Cioppa Michael Minty Memorial Scholarship Thomas R. and Virginia M. Cope Jay S. Sherwin and Rachel Lefkowitz Paul and Helen Dexter Fund Susanne E. Gray and Ernest Osterman Mr. and Mrs. Eugene A. Dodd William J. Short Scholarship Fund In memory of Philip W. Callahan E. Osterman Gas Service M. Joy Foley Priscilla Short Kerr and Phillips H. Kerr James C. and Colleen S. Abrams Elsie Osterman Mrs. Russell E. Fuller Worcester Regional Chamber of Anonymous Leah G. Osterman and David C. King Nitin Godiwala Commerce Joan Badjo and family In honor of Susanne E. Gray and Gary R. and Jacqueline A. Gothing Richard Ball Ernest Osterman Alice C.A. Sibley Fund Dr. and Mrs. James B. Hanshaw Bollus Lynch Ruth Osterman Alice C.A. Sibley Trust Mr. and Mrs. Dean A. Harris Peter A. Boltruczyk In honor of Vincent J. Osterman Louise Roseberry Janda Gary and Ellen Brackett Claudia Simonian Scholarship Fund Kieran Stone Beverly B. Anderson Brian C. and Lorna J. Keane Christina Callahan Mr. and Mrs. Owen Kennedy Arthur M. Pappas and Martha R. Deborah M. and Scott P. Aubrey John R. Callahan Carol Klein-Mack Marianne M. Callahan Pappas Donor Advised Foundation James M. Barry Elaine F. Bean Margaret J. Klimaski Walter M. Conlin Jr. Arthur M. and Martha R. Pappas Beverly A. Brown Barbara H. Krackhardt James Cosgrove Marlene and David Persky Fund Mr. and Mrs. Paul Larson William Cross Clara M. Cole Joseph Persky Foundation Davidian Brothers Farm Luvak, Inc. Richard W. Dearborn Sarah Daniels Pettit and William O. Paul J. and Deborah A. Davis Barry and Mary Ellen Matthew Ida A. DiReda Robert and Madeline McTague Michael J. Donahue Pettit Jr. Scholarship Fund Michael J. and Devon M. Montelone Marsha R. Ovrut Mr. and Mrs. Robert E. Mecca Paul C. Foley and Rebecca A. Sarah D. and William O. Pettit Jr. Evelyn Sawyer Milano Regulatory Solutions Szyklinski Paul M. Pezzella Fund Susan L. Shooshan Ted Minior Glenn W. and Patricia L. Goulet In Memory of Patsy and Theresa Kim M. Simonian Peter W. and Emilie A. Moran Stephanie Hasbrouck Pezzella Richard Simonian Charles and Lynda Nelson Robert J. Hogan Paul M. Pezzella Frederick P. and Cheryl A. Woll Mr. and Mrs. John Quinn Dennis and Maureen Irish The Pyle Fund Mr. and Mrs. Elias Reitzel John P. Rowe Funeral Home, Inc. In honor of Richard Simonian Richard L. Pyle Elaine F. Bean Richard F. Walsh Plumbing and Heating Paul A. and Beth A. Kent David and Donni Rodman Rogers-Kennedy Memorial Fund Beverly A. Brown Benjamin D. Lambert Roux’s Garage Jeanne Remillard Curtis Fund of Ann B. Logan and Christopher C. Mr. and Mrs. Warren C. Lane Jr. Wayne K. and Donna M. Sauer Greater Worcester Community Eccles Mark LaVigne Larry and Diane E. Seiler Foundation
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 13 Contributors
Carl M. Sharpe Leroy Weiner Scholarship Fund Knights of Columbus Council #88 Mary E. Kett and Alden J. Bianchi Florence L. Smith In honor of Arnold Korval Gerard and Caroline Kopoyan Peter and Catherine Levine Robert L. and Paula A. Smith Betty and Ed Shuman Otto R. Lies Monica Escobar Lowell In honor of World Travelers Weiner Family Lindgren Contracting Frederic H. Mulligan Anonymous In honor of Robert and Teresa Lindgren Arthur M. and Martha R. Pappas In memory of Raymond DiMuzio Dr. Lee Beerman Annette M. Mangaudis Gail T. Randall Helen M. DiMuzio Elinor Kramer Patricia Martel Mary C. Ritter In memory of Dorothy Deluca Charles D. Mason Scott and Lois Rossiter Paul E. Tarkiainen Art Award Fund Tyba Miller Irene L. Mayo Paul and Fay Rossley Cindy and Albert LaBarge Harriet Weitzman Denise A. McElhinney Lori and Todd LaBarge Youth Opportunities Upheld, Inc. Betty and Ed Shuman Jeff Mulford Theresa Patriquin Fund Marcia Norbeck In memory of Janet Cumming Esip Mr. and Mrs. Robert H. Wetzel Fund Y.O.U., Inc. James O’Day and Marybeth Murphy- Theresa Patriquin Joy Wetzel Hall through United Way of O’Day In memory of Central Massachusetts Passey Family Fairman Cowan Todd H. and Charlotte A. Wetzel Elinor J. and Richard R. Pentland Jonathan Pride Fund Committee to Re-Elect George N. Louise I. and Jeffrey R. Clarke and Todd Wetzel through United Way of Peterson Jr. family Every effort has been made to Central Massachusetts Joseph M. and Gayle A. Petty ensure the accuracy of this list. If Temple Sinai Fund Rene H. Picard Water and Land Stewardship Fund we have made an error, please let Joseph Persky Foundation Robert Pietro Brendan Donahue us know. Temple Sinai Donald and Mary Melville Shirley I. Prachniak Sumner B. Tilton Memorial Frank Reale Worcester Animal Rescue League Rennie Family Scholarship Fund Fund Sumner B. Tilton Jr. Keith B. and Cheryl A. Richards Robert K. Massey Jr. Gary Rosen Laurie C. Tinsley Scholarship Fund In memory of Robert K. Massey Jr. Paul and Fay Rossley Fund of Greater Tina M. and Francis Beaupre Andrew R. and Eleanor M. Clark Worcester Community Foundation Robert E. Evans and Kathleen K. Evans Nancy H. Massey David F. and Susan M. Russell Family Foundation WTAG Christmas for Children Fund Maria Schupp Carmen C. Huntoon Barbara and John Ahern Virginia M. Sheehan Guillermo and Helen Grace Katigbak Patricia M. Albrecht Richard P. Smith Kristin A. Mattson Anonymous (3) Committee to Elect Robert P. Spellane Paul Q. and Michele Polewarczyk Lenore C. Armstrong Marcelle A. Stuart Robert P. Stalilonis and Angele M. C. William and Valerie Barrett and family John A. Sund Patenaude Carolyn M. Bellil Christine A. Sviklas Eugene J. and Elaine I. Sweeney Paul N. Berube Kathleen Toomey and family Dorothy C. Tinsley Dorene Boudreau Gail C. and Peter A. Tosi Laurie C. Tinsley Scholarship Roger Carlson and the Pappas Brothers Alida O. Tousignant Foundation John P. Carnazza Patrick and Kevin Valentine Margaret and Gordon Torgersen Carpenters Local 107 Marsha K. and Ronald W. Wagner Fund Aileen B. and Austin L. Carter Jr. Warners Auto Body In memory of Rev. Dr. Gordon M. John Conte Robert W. and Carolyn K. Welch Torgersen Carol M. Cooney Mr. and Mrs. John S. Wells Mr. and Mrs. Alfred E. Barry Diane H. Cosgrove Worcester Department of Public Works Gale B. and Philip G. Torgersen Donald Courtney Employees David E. and Gail M. Coe Donald and Barbara Courtney Worcester Fire Fighters Association Kenneth Elchert Judith A. Dacey Local 1009 Eugene A. Fischer Darcy Design Construction Worcester Sharks Booster Club Linda E. Denault WTAG Listeners Touchstone Community School Judith E. and William C. Dino Financial Aid Endowment Youth for Community Improvement Susan J. and James G. Dobson Jr. Touchstone Community School Endowment Fund Louise M. Erskine Marcia Butzel Fund of Greater Traina Family Youth Development Shannon Finn Worcester Community Foundation Fund Donna M. Fiore Brendan Donahue Richard P. and Margaret W. Traina Frost Committee In honor of Ross K. Dik Danny L. Grasso Tree Fund David S. and Sara Trillo Adams Nancy J. Greene Temple Emanuel Atlas Distributing, Inc. Carol T. Grigas Thomas J. and Lynora S. Bartholomew Worcester Arts and Humanities Mary Haroyan Dix F. and Sarah B. Davis Educational Collaborative Fund Nancy D. Hawley Ellen S. Dunlap and Frank Armstrong In honor of Frances and M Howard Laureen C. and Henry J. Hayes III Dennis F. and Frances C. Gorman Jacobson Robert J. Hennigan Jr. Ann T. Lisi and Joel P. Greene Lois B. Green Carol A. Hough Arnold C. and Beverly Greenberg
14 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT New Funds
Each new fund expresses a donor’s visionary values and improves our community in unique ways
Abby Kelley Foster House Fund Jane Fund of Central Massachusetts Fund The leaders of Abby’s House felt Established with private that a secure and flexible fund donations honoring the memory was critical to its continued of volunteer Judith Fleming organizational health and Henshaw, this fund supports vibrancy. This agency fund the Jane Fund of Central supports Abby’s House in its Massachusetts in its mission to mission to provide safe housing, ensure reproductive equity for all respond to emergency needs, and educate the community women regardless of their ability to pay. about the impact of violence and homelessness on women. William and Maureen Kelleher Charitable Fund Maureen and Bill Kelleher created this donor advised fund Boys & Girls Club of Worcester Fund as a vehicle for their giving. The Boys & Girls Club of Worcester was organized in 1889, Bradford J. Kemp Fund first to serve boys only, and since Bradford Kemp was a funeral director who enjoyed a 1979 including girls in its mission modest lifestyle with his beloved wife, Josephine. Their to help children and teens become bequest is a personal legacy that will provide residents of healthy adults and responsible Webster, Massachusetts, with scholarships and programs in citizens through mentoring education and the arts. and positive relationships. This fund supports the annual operating needs of the Club. Barrett and Mahroo Morgan Donor Advised Fund Barry and Mahroo Morgan are Steve Drawbridge Memorial Fund generous friends of many local Steve Drawbridge is remembered cultural, educational, and human by friends as a “consummate care organizations, and this donor hockey coach, a physics professor advised fund is their channel for on ice, a coach that every parent community giving. wanted their child to play for.” This memorial fund will provide Stonewall Fund college scholarships to graduating This donor advised fund was varsity ice hockey players from Wachusett Regional High. established anonymously to benefit a variety of educational, Good Samaritan Mission Council Fund cultural, and community Each year, residents of greater development causes. Worcester travel to the island of Hispanola with clothes and medical supplies to help families of sugar cane growers. Through Traina Family Youth Development Fund this agency fund, the Good Richard and Margaret Traina Samaritan Mission Council — known to all as Dick and supports the Haitian Mission Baptist Church and the Polly — have created this fund to construction of Good Samaritan General Hospital in La enhance the lives of children and Romana, Dominican Republic. young people through programs that encourage leadership, inspire creativity, and improve health.
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 15 Named Funds
Since 1975, generous individuals, families and organizations have used Esther and Howard G. Freeman Fund (1984) $46,934 the Foundation to manage their charitable giving through a named fund. Established with a gi of $10,000 or more, these funds produce income Friends of Learning in Killingly Fund (1998) $60,479 for grant making that supports organizations and purposes de ned by the donor. Gar eld Berry Fund (1998) $7,658 Ragnhild L. Gersdorf Fund (1994) $39,868 e following list notes the year that each fund was created and its GLBT Partnership Fund (2005) $106,641 CBMBODFBTPG%FDFNCFS 4PNFCBMBODFTIBWFCFFOPNJUUFEBU Haskell and Ina Gordon Fund (1980) $17,209 donor request. Nathan and Barbara Greenberg Fund (1982) $122,288 Mary B. Grogan Fund for Youth (2001) $45,784 Margery M. and O. Vincent Gustafson Fund Discretionary, Field of Interest and Committee Advised Funds (1980) $57,328 Z\WWVY[[OLJOHUNPUNULLKZVM[OLJVTT\UP[` Greater Worcester Community Scholarship Fund: Ruth and John Adam Founders (2000) $2,798,542 Andrew N. Ahlfors and Helmi E. Ahlfors Fund Dr. Harold M. Constantian Fund (1997) $9,771 (2002) $200,608 Greater Worcester Jaycees Fund (1997) Fairman C. Cowan Fund (1995) $45,295 $28,031 Lois Anne Memorial Fund (1993) $28,305 Lorraine Crepeau Fund (2006) $676,898 Raymond P. Harold Discretionary Fund Clarence S. Arms Family Fund (1986) $10,425 Robert and Mary S. Cushman Fund (1978) (1982) $114,648 Fund for the Arts and Humanities (1993) $285,772 Francis A. and Jacquelyn H. Harrington $244,800 Richard C. Daniels Fund (2001) $516,061 Human Services Fund (1992) $1,030,903 e Auburn Foundation (2002) Anna S. and Warren G. Davis Fund (1998) Rosemary Marble Harris Fund (2001) $17,417 Nils Bjork Memorial Fund (1992) $28,428 $11,244 Orville Harrold Fund (2006) $250,615 Robert W. Booth Fund in Memory of George F. Jean B. and Gilbert S. Davis Fund (1994) Bradley C. Higgins Fund (1982) $122,042 Booth (1988) $6,464,629 $25,628 Harriet Miller Hight Education Fund with Olive I. and Anthony A. Borgatti Jr. Fund Rosemary Davis Environmental Preservation the Association of Colored Peoples (1982) (1987) $138,272 Fund (2001) $41,534 $40,829 Bowditch & Dewey Fund (1989) $146,737 Sarah B. and Dix F. Davis Fund (2002) $10,361 Robert M. and Carolyn G. Hyde Fund (1998) Robert S. and Helen A. Bowditch Fund (1990) Eliza D. and Cora J.D. Dodge Fund (1985) $32,861 $48,334 $4,613,079 Jeppson Memorial Fund (1976) $984,828 Cancer Care and Research Fund (1991) $14,580 Ruth H. and Warren A. Ellsworth Fund (1983) Jiji’s Fund (1999) $12,882 $83,665 John Carter “High Five” Youth Hockey Fund Albert R. and Carolyn Jones Fund (1995) (1996) $10,404 EMC Community Fund (2000) $30,504 $147,002 Central Massachusetts Health Standards Fund Fairlawn Foundation Fund (1991) $6,944,151 John F. and Reyna Keenan Fund (1994) (1990) $105,091 Fallon/OrNda Community Health Fund (1996) $12,851 Children’s Christmas Fund (1991) $12,401 $3,799,902 Bradford J. Kemp Fund (2008) $325,872 NEW Child Wellness Fund (2001) $8,032 Charles H. Farnum Fund (2003) $955,897 Marian B. Kubelus and Marian Zell Nesbit Elva E. and John J. Chisholm Fund (1989) Marion Stoddard Fletcher Fund (1992) Memorial Fund (1984) $450,304 $4,296,338 $1,123,003 Max H. Kuhner and Eloise A. Kuhner Fund Barbara E. and William E. Christensen Fund Founders Fund (1983) $334,427 (2005) $265,104 (1998) $45,237 Samuel Frank Charitable Fund (1993) $281,702 Nancy and Michael Leavitt Fund (1984) Community Ministries Fund (2006) $18,957 $3,377
16 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Named Funds
+PZJYL[PVUHY`-PLSKVM0U[LYLZ[HUK Renaissance Award Fund (2004) $97,542 Corinne Charron Turner Fund (1986) $15,123 *VTTP[[LL(K]PZLK-\UKZJVU[PU\LK Melvin and Martha Rosenblatt Fund (1985) UniBank September 11th Emergency Leicester Savings Bank Fund (1997) $839,590 $48,227 Personnel Education Fund (2002) $20,307 Main South Fund (1999) $31,242 Saint Vincent Healthcare Fund (1999) Water and Land Stewardship Fund (2000) Frances F. Mans eld Fund (1996) $19,387 $119,740 $219,010 Barbara S. Massey Fund (2000) $648,713 Norman L. and Dorothy A. Sharfman Fund Curtis G. Watkins Education Fund (1995) (2004) $1,785,018 $14,329 Micah Housing Corporation Fund (1981) $12,229 Sumner Lee Sharfman Fund (1984) $61,453 Mr. and Mrs. Robert H. Wetzel Fund (1983) $252,937 James J. and Patricia A. Moynihan Fund Shepherd Knapp School Fund (1979) $505,636 Robert J. and Anne C. Whipple Fund (1997) (2003) $81,161 Alice C.A. Sibley Fund (2004) $493,708 $6,534 Marc Needleman Memorial Fund (2000) Evelyn and Sumner Silver Fund (2007) $6,589 $6,998 Irving N. and Annabel Wolfson Fund (1998) H. Arthur Smith Fund (1986) $313,974 $9,044 Organization Assistance Fund (1996) $60,877 Spag’s Supply Fund (1986) $26,206 Worcester County Deputy Sheri s Partnership Fund (1990) $166,587 Association Fund (1999) $14,792 Harry G. Stoddard Fund (1992) $702,789 Christopher J. Paskell Memorial Fund (2004) Worcester Credit Bureau Fund (1992) $13,384 Estelle M. Sullivan Fund (2003) $127,344 $1,127,303 Marlene and David Persky Fund (1997) Gilbert H. Sundberg Fund (1987) $22,235 Worcester Executives Association - Dana $63,632 D. Russell and Atsye S. Ta Fund (1992) DeAngelis McDonald Fund (2000) $5,047 Ann J. and Richard Prouty Fund (1988) $570,483 Youth For Community Improvement $293,761 Joseph A. Tosoni Fund (2002) $479,692 Endowment Fund (2002) $11,758 Providence & Worcester Railroad Company Tree Fund (2000) $7,338 Youth Opportunity Fund (2001) $660,046 Fund (1991) $49,391
Donor Advised Funds HSSV^KVUVYZ[VTHRLNYHU[YLJVTTLUKH[PVUZ
Argitis Family Fund (2004) $57,274 Herbert B. and Jayne Cohan Fund (2000) Henry B. and Jane K. Dewey Fund (1994) $16,996 $82,641 Isabel K. Arms Fund (2005) $28,288 Paul E. Cohan Fund (2000) $19,716 Morgan B. and Loretta R. Dewey Fund (2001) Elkanah B. Atkinson Community and $8,470 Education Fund (1986) Hugh W. and Harriet K. Crawford Fund (2004) $645,287 Carolyn Knight Dik Fund (1998) $14,534 Jane Bath Fund (2007) $17,768 Elizabeth A. Culhane Memorial Fund (2000) Ross and Lisa Dik Fund (1993) $10,958 Olive I. and Anthony A. Borgatti Jr. Fund $9,015 (1987) $138,357 Barbara M. and Irving James Donahue Jr. Jeanne Remillard Curtis Fund (1999) Fund (1993) $11,524 Bozenhard Charitable Fund (2005) $23,300 Rosemary Davis Memorial Fund (2000) Lillian Knowles Eldred Fund of Pakachoag e Douglas P. Butler Fund (1998) $11,942 $1,985,731 Church for the Support of Sacred Music George S. and Tammy Butler Fund (2007) (1999) $22,181 Dana L. DeAngelis-McDonald Memorial $66,244 Fund (2002) $9,836 Gordon Iver and Dorothy Brewer Erikson Marcia Butzel Fund (2001) Fund (1996) $16,818 Gene J. DeFeudis Fund (1991) $84,728 William R. and Janet A. Carrick Fund (1998) Finnish American Social Club Fund (1998) Mary C. DeFeudis Fund (1991) $49,507 $21,112 $187,491 eodore and Marjorie M. Deitz Fund (1993) Wynne L. Chase Fund (1998) $149,641 Finnish Heritage Foundation Fund (1991) $20,977 $9,995 Maureen Logan Coghlin Fund (2001) Martha L. and William P. Densmore Fund (1999) $60,608
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 17 Named Funds
+VUVY(K]PZLK-\UKZJVU[PU\LK e LaVigne Family Fund (1992) e Pyle Fund (1986) $428,562 A. Jane Fitzpatrick MD and Edward F. Kilroy Anne A. Levine Fund (1995) $11,540 Quota International of Worcester Fund MD Fund (1998) $11,565 (1998) $8,929 Peter H. and Catherine H. Levine Fund (2007) Phyllis and Stuart Freilich Charitable $41,273 Paul and Fay Rossley Fund (1995) $150,296 Foundation Fund (1999) $74,163 Celeste and Dave Lionett Donor Advised Fund Donna R. C. and John E. Sansoucy Fund Judge and Mrs. William Garbose Fund (1998) (2004) $42,978 (2006) $8,514 $31,917 Lisi-Greene Fund (2004) $8,577 Charles E. Scott Community Fund (1997) Barbara H. Gaudette Fund (2007) $22,572 $8,467 Konstantina B. Lukes Fund (1986) $1,138 Lillian R. Goodman and Mary K. Alexander Seven Hills Youth Fund (1995) $7,865 Fund for Nursing Education and Research MacLean Family Fund (2004) $18,053 (1999) $32,621 Charles E. Soule Paul Revere Insurance Sandy C. Marks Jr. Biomedical Education Fund Group Centennial Fund (1995) $46,738 Margaret A. and Ralph H. Gowetz Fund (2003) $17,180 Stonewall Fund (2008) NEW (1990) $29,654 Marla Maykel Fund (2001) $21,127 Candi Tiarks Cancer Research Fund (1996) Paul J. Gramling Memorial Scholarship Fund Charles H. McDonald Memorial Foundation $10,010 for Compassionate Caregiving to People with (2005) $6,547 Alzheimer’s (2007) $5,414 Margaret and Gordon Torgersen Fund (2000) C. Jean and Myles McDonough Fund (1988) $18,051 Lois B. and Robert F. Green Fund (2001) $21,083 $11,550 Traina Family Youth Development Fund Barrett and Mahroo Morgan Donor Advised (1999) $148,325 NEW David R. and Rosalie A. Grenon Fund (1986) Fund (2008) $255,751 NEW $152,597 Trust in Kids Fund (1987) $47,793 James J. and Patricia A. Moynihan Donor Newell and Betty Hale Fund (2001) $1,334,079 Advised Fund (2003) $14,192 Amos E. and Ann Laura Wasgatt Fund (1997) $25,303 Joseph F. and Claire L. Halvey Fund (2002) John M. Nelson Fund (1990) $82,325 $4,793 Todd H. and Charlotte A. Wetzel Fund (1992) Ernest Osterman Family Fund (2004) Raymond P. Harold Memorial Fund (1982) $20,614 Pakachoag Church Fund for Human $105,794 Whittier Family Charitable Gi Fund (2007) Understanding (1999) $24,197 Harris Family Fund (2001) $9,030 $27,422 Arthur M. Pappas and Martha R. Pappas Glenda and Arthur Wolpert Fund (1999) e Hedin Family Memorial Emergency Donor Advised Foundation (2002) Fund (2007) $60,664 Pelletz Family Fund (2003) $43,228 Frances M. Herron Fund (1997) $65,691 WTAG Christmas For Children Fund (2000) Town of Petersham Fund (1984) $95,919 $53,636 Ann D. and Louis C. Iandoli Fund (1986) Gertrude Alice Johnson Fund (2002) $67,561 Civil rights activist and William and Maureen Kelleher Charitable poet Harriet Miller Hight Fund (2008) $24,284 NEW (1913 - 2008) established W. David and Lee Norton Kelly Family Fund the Harriet Miller Hight (2002) $13,229 Education Fund in 1982 to Kesseli and Morse Company Fund (1998) encourage minority youth $8,509 in their educational goals Winifred Meany Killay and Matthew Meany and to award an annual Memorial Fund (2003) “Keeping the Dream Kirby Foundation Fund (2007) $9,215 Alive” scholarship to a Augusta H. Kressler MD Fund (2002) $13,800 Worcester student. George and Anna Krikorian Family Fund (1994) $177,390 Lionel M. and Cynthia E. Lamoureux Fund (2000) $7,668
18 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Named Funds
Vasiliky Strates Moschos Memorial Fund Designated Funds (2002) $13,558 Z\WWVY[HWHY[PJ\SHYVYNHUPaH[PVU Rani P. and Haribabu Muddana MD Fund (2001) $29,196 C. Bradford and Elizabeth C. Newell Fund Hollis E. and Gwendolyn D. Alden Fund (1977) Norma and Saul F. Feingold Joy of Music (1999) $53,278 $94,094 Fund (2006) $6,110 Norcross Heritage Fund (2004) $9,774 Clarence S. Arms Family Fund (1986) $10,356 Shirley Feldman Fund (2005) $35,953 Sarah Daniels Pettit and William O. Pettit Jr. Elizabeth Trumbull Barton Fund (2004) First Congregational Parish, Unitarian Fund Fund (1996) $21,614 $255,364 (2006) $40,960 Paul M. Pezzella Fund in Memory of Patsy Edward W. Bettke Scholarship Fund (2007) First Unitarian Church Fund (2006) $100,453 and eresa Pezzella (1999) $14,825 $6,845 Patricia Fisher Fund (2006) $23,559 Barbara Allen Booth Fund (2001) $88,119 Pomfret Community School Arts Fund Newell Hale Memorial Fund (2003) $16,024 (2006) $32,188 Robert W. Booth Fund for the Worcester Ginette Harrison MD Memorial Fund (2002) Historical Museum (2002) $520,521 Lillian S. Pratt Fund (2007) $12,908 $74,165 Bosler Humane Society Fund (1986) $37,402 e John and Gloria Rauth Library Fund Hendricks House Preservation Fund (1999) (2001) $20,551 Dr. and Mrs. Edward Budnitz Fund (1995) $101,989 $25,516 Arthur J. Remillard Jr. Fund (1993) $452,624 Honee A. Hess Partnership With Children H. Paul and Sara B. Buckingham III Fund Fund (1996) $16,960 Louise R. and John F. Reynders Fund (1987) (2000) $7,509 $26,717 Robert G. and Eliza C. Hess Fund (1979) Polly C. and Joseph R. Carter Fund (1987) $73,889 Marvin Richmond Fund (1998) $39,085 $191,402 Holden Council on Aging/Senior Center Chapin Riley Fund (2000) $1,338,332 John P. Castagnetti Memorial Fund (2003) Fund (2003) $8,789 Katharine Higgins Riley Fund (1991) $9,518 Jeppson Memorial Fund (1976) $1,607,917 $199,183 Central Massachusetts Disaster Relief Residue Marcia R. Katter Memorial Fund (2001) Rogers-Kennedy Memorial Fund (2003) Trust Fund (1980) $43,671 $55,134 $38,395 Chesson Family Fund (1991) $12,616 Lawrence M. and Augusta L. Keeler Fund Saul A. Seder Fund (1991) $11,893 Charles P. Cia one and Rose B. Cia one Fund (1997) $54,508 H. Arthur Smith Fund (1986) $302,708 (2005) $21,510 Paul J. and Dorothy B. Kervick Fund (1996) Khazma A. So an Memorial Fund (2000) Martha A. Cowan Fund (1987) $36,633 $19,383 $43,854 Hugh W. and Harriet K. Crawford Endowment Peter J. and Sophie Kosky Fund (1988) Helen M. and omas B. Stinson Fund (2001) Fund for the Pearle L. Crawford Memorial $37,155 $242,099 Library (2006) $355,131 Max H. and Eloise A. Kuhner Memorial Fund Mary Louise Wilding-White Fund (1978) Ethel S. Cunningham Fund (1987) $80,671 (2005) $244,385 $74,466 Henry B. and Jane K. Dewey Fund for Wellesley John W. Lund Fund (1993) $117,614 Harold Davis Woodbury Fund (1987) $35,696 College (2007) $22,158 Frances F. Mans eld Fund (1996) $57,675 Worcester Animal Rescue League Fund Jane Kenah Dewey Abbot/Andover Fund (2007) Sonia Werblin Masterman Fund (2001) (2007) $8,218 $16,059 $11,024 Worcester Art Museum Booth Family Fund Directors and Corporators Community Impact Howard J. and Dorothy R. McGuinness Fund for Education and Outreach (1999) $1,584,279 Fund (2007) $27,651 (2004) $54,728 Worcester Arts and Humanities Educational Directors and Corporators Fund (1984) Edward P. Miner and Dauphinais Park Collaborative Fund (2002) $10,774 $639,428 Endowment Fund (2003) $13,396 Worcester Engineering Society Fund (1989) Douglas Center Cemetery Preservation Fund Barrett and Mahroo Morgan Fund (2007) $17,545 (1999) $25,660 $65,388 Worcester Historical Museum Robert W. Marjorie G. and Elmer E. Ellison Jr. Fund Booth Fund for Salisbury Mansion (1995) (2001) $10,424 $324,500
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 19 Named Funds
Agency Funds Great Brook Valley Health Center Fund (1984) $422,964 HYLLZ[HISPZOLKI`HUVYNHUPaH[PVUMVYP[ZV^UILULÄ[ Greater Worcester Land Trust Fund (1988) $41,473 Abby Kelley Foster House Fund (2008) Dynamy Fund (1997) $28,127 Roberta Gunn Fund for Board Development $9,954 NEW East Douglas Evergreen Cemetery Company (2003) $11,176 African Heritage Institute Fund (1997) Fund and Wallen Memorial Trust (2005) Jane Fund of Central Massachusetts Fund $4,268 $209,815 (2008) $17,879 NEW American Red Cross of Central e Elm Park Center for Early Childhood Joy of Music Program Beveridge and Frances Massachusetts Fund (2000) $10,498 Education Scholarship Fund (2006) $75,534 Webster Endowment Fund (2000) $25,928 Auburn Youth and Family Services Emmanuel Baptist Church Endowment Fund Lincoln Village Tenants Association Fund Endowment Fund (2000) $26,164 (1994) $21,695 (1997) $3,396 Father Miguel Bafaro Fund (1998) $9,122 Lois S. Feldman Fund (1990) $19,519 Master Singers of Worcester Fund (2007) Barre Players Endowment Fund (1997) $7,155 First Congregational Church of Douglas $7,105 Endowment Fund (1999) Big Brothers Big Sisters Mentoring Fund Matthew 25 Fund (1997) $109,687 (1999) $40,696 Friendly House Fund (2000) $24,124 Millbury Public Library Endowment Fund Blackstone Valley Chamber of Commerce Friends of Gale Free Library 110th (1991) $71,673 Education Foundation Fund (2005) $38,302 Endowment Fund (1998) $243,361 National Memorial Trust Fund (1990) $10,374 Boys & Girls Club of Worcester Fund (2008) Friends of Northbridge Elders Fund (1997) Rural Cemetery Fund (2006) $1,591,980 $7,359 NEW $31,343 South Worcester Neighborhood Center Janet Alden Carrick Memorial Fund for the Friends of the Upton Town Library Fund Growth Fund (1985) $40,962 East Douglas Evergreen Cemetery (2006) (2007) $19,608 $8,157 Tatnuck Brook Watershed Fund (1996) $3,244 Julie Chase Fuller Endowment Fund for Choose Worcester Fund (2005) Mechanics Hall (1989) $456,076 Temple Sinai Fund (2007) $792,212 Douglas Historical Society Fund (2000) Good Samaritan Mission Council Fund Touchstone Community School Fund (2005) $34,022 (2008) $10,698 NEW $241,151 United Way of Central Massachusetts Fund (1987) $2,464,901 Worcester Area Association for the Education Foundation grantee, of Young Children Fund (1998) $12,480 Women in Technology, Worcester County Law Library Trust Fund a collaboration between (1998) $556,880 Quinsigamond Community Worcester County Poetry Association College and Worcester Founders Fund (2002) $16,104 Public Schools, offers free, Worcester County Poetry Association’s comprehensive technology- Worcester Review Fund (2000) $59,675 based education to girls, Worcester Historical Museum Fund (2002) ages 14-18. Students learn $1,284,378 electronics, environmental Worcester Public Library Fund (1992) engineering and computer $21,840 assembly through hands-on Worcester Regional Research Bureau Fund activities. (1989) $53,518 Youth Opportunities Upheld, Inc. Fund (1987) $516,146
20 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Named Funds
Scholarship Funds General Scholarship Fund (1990) $160,086 ten awards - $8,500 provide tuition assisistance to students Matthew Gignac Memorial Scholarship Fund Adolfo Arrastia Beacon of Light Scholarship Richard and Carol Dymek Scholarship Fund (1999) $8,840 four awards - $2,000 Fund (2005) $13,965 one award - $800 (2006) $11,182 one award - $650 Robert P. Goulet Memorial Scholarship Fund Helen and Chuck Arsenault Memorial Joseph D. Early Scholarship Fund (2006) (1998) $6,531 one award - $500 Scholarship Fund (2000) $12,265 $7,769 one award - $480 Grantee Agency Scholarship (1996) one award - $1,000 East Brook eld Scholarship Fund (2004) seven awards - $17,500 Auburn Woman’s Club Fund (2000) $29,355 $56,358 one award - $1,000 Greg’s Grant Fund (1997) $131,581 one award - $1,000 Stephen G. Economos Scholar Athlete Fund four awards - $6,500 AVID North Scholarship (2004) $6,606 (2007) $10,137 one award - $1,000 e Grynsel Educational Scholarship one award - $500 Je rey S. Edinberg Memorial Scholarship Fund and Summers Family Educational Dennis Elroy Barry Memorial Scholarship Fund (2002) $17,500 one award - $500 Scholarship Fund (2005) $2,253 (2006) $17,059 two awards - $1,000 Elm Park Community School Scholarship Belmont Street Community School Fund (1987) $39,445 ve awards - $2,550 Emil Haddad Jazz Scholarship Fund (2004) Scholarship Fund (2000) $9,124 $19,053 two awards - $930 John N. Engelsted Fund (formerly Walker one award - $500 Magnetics Scholarship Fund) (1982) $26,121 Joseph F. and Claire L. Halvey Scholarship Loretta J. Belval Scholarship Fund (2002) one award - $1,500 Fund (2002) $4,640 one award - $650 $28,721 one award - $1,500 Fred and Leona Eppinger Scholarship Fund e Hedin Family Memorial Fund (2007) Bruce S. Bennett Fund for Community (2007) $38,460 one award - $2,000 $10,274 one award - $1,000 Journalism (2006) $10,199 one award - $700 Fairlawn Foundation Robert S. Schedin Maureen Henrickson Memorial Scholarship Mary and John Buckley Memorial Education Scholarship for Health Studies (1991) Fund (2004) $10,587 one award - $500 Fund (1998) $17,089 one award - $1,000 three awards - $7,500 Charles Hugo Community Service Award e Douglas P. Butler Fund (1998) Mary R. Fedeli Memorial Scholarship Fund Fund (2007) $28,658 one award - $1,850 one award - $500 (2002) $52,719 four awards - $4,000 Debbie Anne Johnson Memorial Fund (1993) Carrick Foundation Scholarship (2000) Anita and Nathaniel A. Feingold Scholarship $27,423 one award - $1,600 ve awards - $15,000 Fund (1994) $9,897 Jenica L. Junnila Memorial Scholarship Fund Charlton Parent Teacher Organization Norma and Saul F. Feingold Fund (1983) (2000) $12,121 one award - $500 Scholarship Fund (1999) $21,745 $14,901 one award - $750 Deborah A. Kaufman Scholarship Fund one award - $1,000 Finnish American Social Club Scholarship (1990) $13,745 one award - $800 Mary Connolly Memorial Scholarship Fund (1998) four awards - $4,000 Lawrence M. and Augusta L. Keeler (1999) $6,820 one award - $400 Gerald A. Fogarty Memorial Scholarship Scholarship Fund (1978) $123,334 Cutler Associates, Inc. Scholarship (1998) one award - $1,000 seven awards - $8,000 (Melvin S. Cutler Fund) (1986) $15,131 Earl P. Fontaine Memorial Scholarship Fund Keeping the Dream Alive Scholarship (1982) three awards - $4,500 (2003) $13,162 four awards - $5,500 December 3rd Scholarship Fund (1999) Janet Fraser Scholarship Fund (1999) Bradford J. Kemp Fund (2008) NEW $1,082,578 22 awards - $53,500 $179,770 four awards - $10,000 Max H. Kuhner and Eloise A. Kuhner Fund Admiral and Mrs. Louis E. Denfeld John F. Freeland Memorial Fund (2005) (2005) Scholarship Fund (2007) $23,976 $18,916 one award - $900 three awards - $2,000 Leonard F. Leamy Scholarship Fund (2006) Friends of Rutland Heights Hospital $620,120 eight awards - $21,000 Santo J. and Ellen M. DiDonato Memorial Permanent Fund Scholarship (1993) $44,659 Scholarship Fund (1999) $169,620 Leicester High School Football Alumni three awards - $2,100 two awards - $9,500 Scholarship Fund (2007) $5,340 Judge William Garbose Memorial Fund Steve Drawbridge Memorial Fund (2008) Leicester Samaritan Nursing Association (1998) four awards - $4,000 $10,163 NEW Fund Scholarship (1996) $27,007 Derek Gaudette Memorial Scholarship Fund two awards - $1,650 John and Fran Duke Scholarship Fund (2004) (1995) $13,749 two awards - $2,000 $7,327 one award - $500
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 21 Named Funds
:JOVSHYZOPW-\UKZJVU[PU\LK Richard W. Pierce Fund (1985) $631,973 Webster Square Business Association 25 awards - $35,150 Scholarship Fund (2002) $11,716 Leicester Savings Bank Fund Scholarship (1997) four awards - $4,000 Arthur J. Remillard Jr. Scholarship Fund Leroy Weiner Scholarship Fund (2000) (2001) $90,467 ve awards - $7,000 $44,094 two awards - $2,800 Mark MacPherson Lightbown Memorial Barbara Marks Rothschild Arts & Education Scholarship Fund (1980) $87,782 Paul J. Westberg Memorial Scholarship Fund Scholarship Fund (2004) $11,482 ve awards - $8,000 (2000) $8,331 one award - $500 one award - $600 Lincoln Village Scholarship Fund (2001) Mary Olive Wood Scholarship Fund (1992) Ida and Murray Rotman Scholarship Fund $17,884 two awards - $1,000 $826,208 15 awards - $27,000 (1985) $92,458 four awards - $2,500 Mary Falby Logan and Francis Logan Jr. Worcester Latino Coalition Scholarship Fund Andrew Sala Memorial Scholarship Fund Scholarship Fund (2004) $16,154 (1999) $8,568 one award - $950 (1998) $53,481 two awards - $3,000 one award - $1,000 Worcester Swedish Charitable Association Herbert D. Sherwin Memorial Scholarship Konstantina B. Lukes Fund (1986) (2001) $59,993 three awards - $3,100 Fund (2004) $40,497 two awards - $1,000 seven awards - $3,500 Worcester Woman’s Club Fund (1999) $79,798 William J. Short Scholarship Fund (2002) Lunenburg Opportunity Fund (1999) ve awards - $5,000 $41,958 two awards - $5,000 $181,338 four awards - $10,000 Alexander G. Simonatis Scholarship Fund Lieutenant James “Jay” Lyons III Memorial (2004) $359,442 six awards - $24,000 Scholarship Fund (2001) $100,974 three awards - $3,000 Claudia Simonian Scholarship Fund (2007) $24,089 two awards - $1,000 Magee Family Education Fund (2003) $21,500 John J. Simpson Jr. Memorial Fund (1993) Magee Family Scholarship for UMass $3,240 one award - $500 Amherst (2004) $12,888 one award - $1,714 Arthur J. Smith and Dorothy G. Smith Frances F. Mans eld Scholarship Fund (1996) Scholarship Fund (2005) $18,789 $20,521 one award - $1,000 one award - $1,000 Howard J. and Dorothy R. McGuiness Steelman Expository Writing Scholarship Scholarship Fund (2004) $54,642 Fund (1999) $18,576 two awards - $1,500 two awards - $2,000 Sylvia Gafvert Stubblebine Fund (1989) Anthony E. Mickunas Memorial Scholarship $39,831 three awards - $2,300 Fund (1987) $61,641 four awards - $3,400 Swedish National Federation Fund (2001) Middlesex Savings Charitable Foundation $13,866 one award - $750 Scholarship (2005) 25 awards - $29,000 Tahanto Regional High School Scholarship Michael Minty Memorial Scholarship Fund Fund (1997) $61,354 four awards - $4,000 (1988) $20,021 four awards - $966 Paul E. Tarkiainen Art Award Fund (1995) Constantine Mina and Vasiliky Strates $25,261 one award - $1,250 Moschos Scholarship Fund (2005) $20,173 Kathleen Terry Memorial Scholarship Fund Anne Carey Murphy Memorial Scholarship (2005) $17,735 one award - $1,200 (2001) $37,451 Sumner B. Tilton Memorial Scholarship Nichols Academy Fels Scholarship Fund Fund (1985) $1,496,048 33 awards - $86,500 (2001) $71,571 three awards - $6,000 Laurie C. Tinsley Scholarship Fund (2002) Nichols Academy Scholarship Fund (2001) $123,672 35 awards - $21,000 $47,607 one award - $4,750 Tobin Family Fund (1999) $13,666 Arnold and Sylvia Nylund Scholarship Fund one award - $650 (2001) $8,214 one award - $500 Reginald Washburn Scholarship (1990) Sarah Daniels Pettit and William O. Pettit Jr. one award - $1,300 Scholarship Fund (1996) $52,394 three awards - $2,100
22 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Grantmaking G :P_[`WLZVMNYHU[ZZLY]L[OLJVTT\UP[` reater Worcester Community Foundation awards %POPSBEWJTFEHSBOUTSFĘFDUUIFJOUFSFTUTBOEQSJPSJUJFT cash grants to nonpro t organizations that serve the Central of donors or their designated advisors, who make grant Massachusetts communities in the areas of arts and culture, recommendations throughout the year. community development, education, environment, health, and human services. /POQSPĕUTSFDFJWFBHFODZBOEEFTJHOBUFEHSBOUTGSPN endowment funds created by their boards or supporters. Each year, the Foundation awards more than $2 million Grants may fund general operating costs, special projects, in discretionary and committee-advised grants through capital expenditures, or emergency needs. a competitive process. Ranging in size from $250 to more than $30,000, these grants support programs, operations, More than 90 named funds are designated for scholarships to and organizational improvements. Our web site has details college-bound residents of Central Massachusetts. Each year, and application forms. the Foundation awards more than $500,000 in scholarships that vary from $250 to more than $6,000. Candidates %JTDSFUJPOBSZHSBOUTDPNQSJTFUIFMBSHFTUQPPMBOEUIF submit just one application (available on our web site) to be board’s distribution committee awards such grants twice considered for all scholarships that suit their quali cations. a year. Groups appointed by the donor or the Foundation We accept applications throughout February and March. board make committee-advised grants, which target de ned goals. Find out about these groups and their grantmaking priorities on our web site.
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Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 23 Grants
Some amounts withheld by donor e American Society for the Prevention of Cruelty to Animals B request. Baby’s Breath Celeste and Dave Lionett Donor Advised Fund Gertrude Alice Johnson Fund $300 $100 A Bancro School American Textile History Museum A.P.P.L.E. Seed, Inc. Discretionary Funds $10,000 Hugh W. and Harriet K. Crawford Fund Jeppson Memorial Fund for Brook eld $1,500 Jeppson Memorial Fund $21,142 $50,000 Abby’s House Paul and Fay Rossley Fund $100 Animal Shelter, Inc. Isabel K. Arms Fund $829 Barton Center for Diabetes Education Rosemary Davis Memorial Fund $2,500 Wynne L. Chase Fund $8,500 David R. and Rosalie A. Grenon Fund $500 Ethel S. Cunningham Fund $4,811 Anna Maria College Leicester Savings Bank Fund $3,000 Eliza D. and Cora J. D. Dodge Fund $20,000 Maureen Logan Coghlin Fund C. Jean and Myles McDonough Fund $1,000 Becker College Lillian S. Pratt Fund $451 Anonymous Grantees (2) Elkanah B. Atkinson Community and Organization Assistance Fund $26,000 Education Fund Access Community Action Agency eodore and Marjorie M. Deitz Fund $500 Apple Tree Arts Newell and Betty Hale Fund $1,000 Fairlawn Foundation Fund $10,000 Marian B. Kubelus and Marian Zell Nesbit George and Anna Krikorian Family Fund AIDS Project Worcester Memorial Fund $5,000 GLBT Partnership Fund $16,000 $15,000 Arboretum Community Garden e Pyle Fund $9,000 Al-Hamra Academy Mini-Grants Fund $2,500 Khazma A. So an Memorial Fund $2,589 Best Buddies Massachusetts Arc of Quinebaug Valley Max H. Kuhner and Eloise A. Kuhner Fund Aldersgate United Methodist Church Newell and Betty Hale Fund $200 $8,000 Community Ministries Fund $2,200 ArtsWorcester Big Brothers/Big Sisters of Cape Cod All Out Adventures, Inc. Jeanne Remillard Curtis Fund $300 and the Islands Mini-Grants Fund $2,500 Discretionary Funds $12,000 e LaVigne Family Fund All Saints Episcopal Church Ashburnham Westminster Youth Hockey Big Brothers/Big Sisters of Central Mass/ Community Ministries Fund $3,000 John Carter “High Five” Youth Hockey Fund Metrowest GLBT Partnership Fund $3,000 $485 Morgan B. and Loretta R. Dewey Fund $100 Sarah Daniels Pettit and William O. Pettit, Jr. Discretionary Funds $15,000 Fund $833 Asolo Repertory eatre Helen M. and omas B. Stinson Fund $260 Paul E. Cohan Fund $100 Blackstone Valley Boys & Girls Club Marian B. Kubelus and Marian Zell Nesbit ALS Association Associated Grant Makers Memorial Fund and Discretionary Funds Celeste and Dave Lionett Donor Advised Fund Mini-Grants Fund $1,000 $5,000 $200 Athol Area YMCA Blackstone Valley Chamber of Commerce Alzheimer’s Association, Massachusetts Winifred Meany Killay and Matthew Meany Education Foundation Chapter Memorial Fund $2,000 Discretionary Funds $5,000 Celeste and Dave Lionett Donor Advised Fund Youth for Community Improvement Fund $200 $1,500 Boothbay Harbor Memorial Library Raymond P. Harold Memorial Fund $1,000 American Antiquarian Society Auburn Christian Fellowship Bozenhard Charitable Fund $400 Paul and Fay Rossley Fund $250 Boothbay Railway Village Paul and Fay Rossley Fund $1,000 Henry B. and Jane K. Dewey Fund $1,500 Auburn Community Assistance Fund Gordon Iver and Dorothy Brewer Erikson Fund e Hedin Family Memorial Emergency Fund Boothbay Region Land Trust $500 $100 Raymond P. Harold Memorial Fund $596 Jeppson Memorial Fund $14,158 John M. Nelson Fund $1,000 Auburn Youth & Family Services Boothbay Region YMCA e Auburn Foundation $4,650 Raymond P. Harold Memorial Fund $2,500 American Jewish Committee - West Coast Discretionary Funds $10,000 Florida Chapter Bosler Humane Society Paul E. Cohan Fund $100 Audio Journal Bosler Humane Society Fund $2,231 e Auburn Foundation $2,500 Rosemary Davis Memorial Fund $2,000 American Red Cross of Central Leicester Savings Bank Fund $1,000 Boston Athenaeum Massachusetts Worcester Credit Bureau Fund $14,000 Mary C. DeFeudis Fund $5,000 Elkanah B. Atkinson Community and David R. and Rosalie A. Grenon Fund $1,250 Education Fund Peter H. and Catherine H. Levine Fund $1,500
24 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Grants
Boston Lyric Opera/Opera New England Children’s Friend Community Healthlink, Inc. Newell and Betty Hale Fund $2,000 Fallon/OrNda Community Health Fund Discretionary Funds $15,000 $30,000 Fallon/OrNda Community Health Fund Boston Poultry Exposition Francis A. and Jacquelyn H. Harrington $20,000 John P. Castagnetti Memorial Fund $567 Human Services Fund $15,000 Frances F. Mans eld Fund $1,147 Bottom Line Paul J. and Dorothy B. Kervick Fund $578 Paul and Fay Rossley Fund $250 Curtis G. Watkins Education Fund and Marian B. Kubelus and Marian Zell Nesbit Concordia Lutheran Church Discretionary Funds $10,000 Memorial Fund $15,000 Community Ministries Fund $2,300 Louise R. and John F. Reynders Fund $480 Boys & Girls Club of Webster-Dudley Whittier Family Charitable Gi Fund $11,000 Greater Worcester Jaycees Fund and Choose Worcester, Inc. Discretionary Funds $7,000 Choose Worcester Fund $658,000 Connecticut Audubon Society at Pomfret Newell and Betty Hale Fund $500 Boys & Girls Club of Worcester Christ Church David R. and Rosalie A. Grenon Fund $500 Newell and Betty Hale Fund $10,000 Connecticut Farmland Trust, Inc. Robert G. and Eliza C. Hess Fund $1,101 Newell and Betty Hale Fund $1,000 Christ Episcopal Church Harriet Miller Hight Education Fund with the Newell Hale Memorial Fund $1,007 Connecticut Public Broadcasting, Inc. Association of Colored Peoples and Newell and Betty Hale Fund $300 Discretionary Funds $15,000 Citizen Schools Peter J. and Sophie Kosky Fund $738 Fairman C. Cowan Fund and Discretionary Pearle Crawford Memorial Library Sonia Werblin Masterman Fund $1,760 Funds $10,000 Hugh W. and Harriet K. Crawford Endowment Marla Maykel Fund $2,500 Fund for the Pearle L. Crawford Memorial City of Worcester Health and Human Services e Pyle Fund $2,500 Library $20,553 Olive I. and Anthony A. Borgatti Jr. Fund, Saint Margaret and Gordon Torgersen Fund $800 Vincent Healthcare Fund and Discretionary Cystic Fibrosis Foundation Boys & Girls Clubs of Sarasota County Funds $21,077 Paul and Fay Rossley Fund $500 Paul E. Cohan Fund $100 Clark University Cystic Fibrosis Research, Inc. Bridge of Central Massachusetts Bozenhard Charitable Fund $100 Paul and Fay Rossley Fund $200 Discretionary Funds $10,000 Greater Worcester Community Scholarship GLBT Partnership Fund $19,000 Fund: Ruth and John Adam Founders $140,000 D Brook eld Cemetery Commission Dana Hall School John W. Lund Fund $6,862 Jeppson Memorial Fund for Brook eld $1,050 Hollis E. and Gwendolyn D. Alden Fund $935 Paul and Fay Rossley Fund $2,600 e Brook eld Fund Day Kimball Hospital Cleghorn Neighborhood Center Jeppson Memorial Fund for Brook eld $794 Newell and Betty Hale Fund $5,000 Discretionary Funds $15,000 Brook eld Unitarian Universalist Church Youth for Community Improvement Fund Department of Children and Families Kids Chesson Family Fund $752 $2,750 Fund, Inc. WTAG Christmas for Children Fund $30,000 Clinton Council on Aging C Mini-Grants Fund $2,500 Diocese of Worcester Calliope Productions, Inc. Morgan B. and Loretta R. Dewey Fund $100 Coastal Maine Botanical Gardens Jeanne Remillard Curtis Fund $300 Paul J. and Dorothy B. Kervick Fund $578 Raymond P. Harold Memorial Fund $500 e CASA Project e LaVigne Family Fund College of the Atlantic Child Wellness Fund and Discretionary Funds Dismas House of Central Massachusetts Gordon Iver and Dorothy Brewer Erikson Fund $15,000 Discretionary Funds $15,000 $500 Central Massachusetts Area Health Fallon/OrNda Community Health Fund Education Center Common Ground Land Trust, Inc. $18,795 Water and Land Stewardship Fund and Robert Jiji’s Fund and Discretionary Funds $17,000 Doctor Franklin Perkins School M. and Carolyn G. Hyde Fund $2,926 Francis A. and Jacquelyn H. Harrington Human Central Massachusetts Housing Leicester Savings Bank Fund $500 Alliance, Inc. Services Fund $5,000 Community Builders, Inc. Discretionary Funds $20,000 Douglas Historical Society Discretionary Funds $15,000 Centro Las Americas Douglas Historical Society Fund $50,000 Community Foundation of the Tri-County Discretionary Funds $20,000 Drumlin Farm Wildlife Sanctuary Area Rosemary Davis Memorial Fund $2,500 Newell and Betty Hale Fund $500 Dudley Conservation Land Trust Community Harvest Project Hugh W. and Harriet K. Crawford Fund $5,000 Discretionary Funds $10,000
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 25 Grants
Dynamy, Inc. First Congregational Church, UCC Girls Scouts of Central and Western Traina Family Youth Development Fund $1,500 Paul and Fay Rossley Fund $500 Massachusetts Youth Opportunity Fund $10,000 Robert G. and Eliza C. Hess Fund $1,101 First Night Worcester Celeste and Dave Lionett Donor Advised Fund Olive I. and Anthony A. Borgatti Jr. Donor $100 E Advised Fund $500 Discretionary Funds $8,000 Girls Incorporated of Worcester East Douglas Evergreen Cemetery Company Eliza D. and Cora J. D. Dodge Fund $20,000 East Douglas Evergreen Cemetery Company First Unitarian Church Robert G. and Eliza C. Hess Fund $1,101 Fund $25,000 Hollis E. and Gwendolyn D. Alden Fund $935 First Unitarian Church Fund $1,655 Goodspeed Musicals Easter Seals of Massachusetts Barrett and Mahroo Morgan Fund $2,283 Newell and Betty Hale Fund $500 Hollis E. and Gwendolyn D. Alden Fund $935 John M. Nelson Fund $9,000 David R. and Rosalie A. Grenon Fund $1,000 Goodyear Early Childhood Center Fitchburg State College Friends of Learning in Killingly Fund $433 EcoTarium Fairlawn Foundation Fund $82,725 Elkanah B. Atkinson Community and Gra on/Wachusett Lakers Youth Hockey Education Fund Florida Repertory Company, Inc. Christopher J. Paskell Memorial Fund $600 e Auburn Foundation $4,988 Celeste and Dave Lionett Donor Advised Fund Paul E. Cohan Fund $250 $100 Grand Banks Schooner Museum Trust Anna S. and Warren G. Davis Fund and Paul and Fay Rossley Fund $500 Frenchman’s Creek Charities Foundation, Discretionary Funds $20,000 Inc. Great Brook Valley Health Center Rosemary Davis Memorial Fund $15,000 Herbert B. and Jayne Cohan Fund $1,000 Sarah B. and Dix F. Davis Fund and Eliza D. David R. and Rosalie A. Grenon Fund $500 and Cora J. D. Dodge Fund $26,000 Friendly House, Inc. Elder Services of Worcester Area, Inc. Alice C.A. Sibley Fund $14,114 Elkanah B. Atkinson Community and GLBT Partnership Fund $20,000 Education Fund and Eliza D. and Cora J. D. Greater Gardner Community Development H. Arthur Smith Designated Fund $3,609 Dodge Fund $20,000 Corporation Harold Davis Woodbury Fund $1,064 Discretionary Funds $15,000 Friends of Gale Free Library Elm Park Center for Early Childhood Friends of Gale Free Library 110th Endowment Greater Worcester Land Trust Education Fund $24,972 Discretionary Funds $15,000 e Elm Park Center for Early Childhood e Pyle Fund $250 Education Scholarship Fund $5,040 Friends of Institute Park, Inc. Mini-Grants Fund $2,500 Water and Land Stewardship Fund and Clarence S. Arms Family Fund for the H Environment $2,000 Habitat for Humanity of Northeast F Worcester Credit Bureau Fund $15,000 Connecticut Family Health Center Newell and Betty Hale Fund $600 Eliza D. and Cora J. D. Dodge Fund $42,680 Friends of Northbridge Elders Lisi-Greene Fund $500 Friends of Northbridge Elders Fund $10,000 Harvard University Medical School Traina Family Youth Development Fund $1,500 Lawrence M. and Augusta L. Keeler Fund $433 Friends of Sutton Elders Family Services of Central Massachusetts David R. and Rosalie A. Grenon Fund $250 Harvest Fair Committee Discretionary Funds $12,000 Leicester Savings Bank Fund $3,000 John M. Nelson Fund $1,000 Friends of the Leicester Public Library Leicester Savings Bank Fund $2,200 Henry Lee Willis Community Center Finnish American Reporter Eliza D. and Cora J. D. Dodge Fund $15,000 Finnish American Social Club Fund $2,669 G e Heritage Foundation First Baptist Church of Worcester Gale Free Library Bozenhard Charitable Fund $100 Trust in Kids Fund $500 C. Bradford and Elizabeth C. Newell Fund John Woodman Higgins Armory Museum $1,574 First Church of Christ Unitarian Elkanah B. Atkinson Community and Elkanah B. Atkinson Community and Gardner Visiting Nurse Association, Inc. Education Fund Education Fund Fallon/OrNda Community Health Fund Olive I. and Anthony A. Borgatti Jr. Donor $30,000 Advised Fund $500 First Congregational Church of Douglas Bozenhard Charitable Fund $100 First Congregational Church of Douglas Genesis Club, Inc. Discretionary Funds $12,500 Endowment Fund $15,300 Central Massachusetts Health Standards Fund Mary Louise Wilding-White Fund $4,434 and Discretionary Funds $15,000 First Congregational Church of Shrewsbury Fallon/OrNda Community Health Fund Higher Education Resource Center Frances F. Mans eld Fund $1,144 $22,605 Traina Family Youth Development Fund $1,500 Paul and Fay Rossley Fund $500 Whittier Family Charitable Gi Fund $5,000
26 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Grants
Hillside School Jewish Federation of Central Massachusetts Leicester Middle School Sports Boosters H. Arthur Smith Designated Fund $7,218 Samuel Frank Charitable Fund $1,675 Leicester Savings Bank Fund $4,000 Historic Deer eld, Inc. Jewish Federation of Palm Beach County Leicester Mothers Club Elkanah B. Atkinson Community and Herbert B. and Jayne Cohan Fund $3,300 Leicester Savings Bank Fund $4,860 Education Fund Jewish Healthcare Center Leicester Police Department Historic New England eodore and Marjorie M. Deitz Fund $500 Leicester Savings Bank Fund $4,000 Elkanah B. Atkinson Community and Pelletz Family Fund $1,750 Education Fund Leicester Red Hat Sophisticates Johns Hopkins University Newell and Betty Hale Fund $300 Leicester Savings Bank Fund $600 Trust in Kids Fund $1,000 Hobart College Leicester Summer Concert Series Committee Joshua Hyde Public Library Newell and Betty Hale Fund $1,500 Leicester Savings Bank Fund $4,000 Charles P. Cia one and Rose B. Cia one Fund Holy Name Central Catholic Junior/Senior $1,388 Let’s Get Ready High School Discretionary Funds $8,000 Joy of Music Program, Inc. Fairlawn Foundation Fund $4,000 David R. and Rosalie A. Grenon Fund $1,000 Listening: e Barre Integrated Health David R. and Rosalie A. Grenon Fund $500 Joy of Music Program Beveridge and Frances Center HOPE Coalition Webster Endowment Fund $1,547 Mini-Grants Fund $1,850 Fallon/OrNda Community Health Fund Celeste and Dave Lionett Donor Advised Fund Literacy Project, Inc. $20,000 $100 Discretionary Funds $15,000 Paul and Fay Rossley Fund $1,500 Horizons for Homeless Children Shepherd Knapp School Fund $9,000 Literacy Volunteers of Greater Worcester Eliza D. and Cora J. D. Dodge Fund $5,000 Traina Family Youth Development Fund $1,500 Discretionary Funds $8,000 House of Peace and Education Judicial Watch, Inc. e Loxahatchee Club Scholarship Eliza D. and Cora J. D. Dodge Fund $12,000 Bozenhard Charitable Fund $100 Foundation Mini-Grants Fund $2,500 e LaVigne Family Fund Junior Achievement of Central Massachusetts Hyde School Robert S. and Helen A. Bowditch Fund and Luther Burbank Middle School Newell and Betty Hale Fund $2,000 Discretionary Funds $10,000 Rosemary Davis Memorial Fund $1,597 Ross and Lisa Dik Fund $300 Lutheran Social Services of New England K Discretionary Funds $15,000 I Killingly Central School GLBT Partnership Fund $22,000 Immaculate Conception Church Friends of Learning in Killingly Fund $300 Mini-Grants Fund $2,142 Jeanne Remillard Curtis Fund $1,500 Killingly High School Immigration History Research Center Friends of Learning in Killingly Fund $740 M Finnish American Social Club Fund $2,669 Main South Community Development Killingly Intermediate School Corporation Interfaith Hospitality Network of Greater Friends of Learning in Killingly Fund $940 Discretionary Funds $25,000 Worcester Whittier Family Charitable Gi Fund $10,000 Eliza D. and Cora J. D. Dodge Fund $10,000 Killingly Memorial School Celeste and Dave Lionett Donor Advised Fund Friends of Learning in Killingly Fund $900 Main South Trash Action $300 Mini-Grants Fund $1,000 Inwood House L Maine Sea Coast Missionary Society e LaVigne Family Fund Lahey Clinic Gordon Iver and Dorothy Brewer Erikson Fund Paul and Fay Rossley Fund $500 $500 Italian American Cultural Center Gene J. DeFeudis Fund $10,000 Latino Education Institute Marie Anne Center Paul M. Pezzella Fund in Memory of Patsy and Discretionary Funds $20,000 Community Ministries Fund $3,000 eresa Pezzella $724 Lee Memorial Health System Foundation, Massachusetts Academy of Mathematics and Inc. Science J Celeste and Dave Lionett Donor Advised Fund Wynne L. Chase Fund $10,000 Jewish Family Service of Worcester $100 eodore and Marjorie M. Deitz Fund $500 Massachusetts Audubon Society Leicester Council on Aging Fairlawn Foundation Fund $60,000 Rosemary Davis Memorial Fund $9,000 Leicester Savings Bank Fund $3,500 Francis A. and Jacquelyn H. Harrington Martha L. and William P. Densmore Fund Human Services Fund $15,000 Leicester Middle School Council $2,000 Mini-Grants Fund $1,140 Leicester Savings Bank Fund $3,000 Mini-Grants Fund $1,500
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 27 Grants
Massachusetts College of Pharmacy and Millbury High School NeighborWorks HomeOwnership Center of Health Science Mary B. Grogan Fund for Youth $900 Worcester David R. and Rosalie A. Grenon Fund $500 Discretionary Funds $15,000 Millbury Historical Society Massachusetts Eye and Ear In rmary Mary B. Grogan Fund for Youth $800 New England Historic Genealogical Society Gordon Iver and Dorothy Brewer Erikson Fund Gordon Iver and Dorothy Brewer Erikson Fund Millbury Public Library $500 $500 Mary B. Grogan Fund for Youth $1,000 Massachusetts General Hospital New England Homes for the Deaf, Inc. Millers River Watershed Council Paul E. Cohan Fund $100 Discretionary Funds $5,000 Discretionary Funds $10,000 Gordon Iver and Dorothy Brewer Erikson Fund Water and Land Stewardship Fund and Nichols College $500 Rosemary Davis Environmental Preservation Mary C. DeFeudis Fund $25,000 Newell and Betty Hale Fund $6,000 Fund $3,000 North Brook eld Youth Center Massachusetts Historical Society Mohegan Council Boy Scout Troop 127 Francis A. and Jacquelyn H. Harrington Human Elkanah B. Atkinson Community and Education Leicester Savings Bank Fund $760 Services Fund $10,000 Fund Mohegan Council Boy Scouts of America North Cottage Program, Inc. Massachusetts Nonpro t Network Maureen Logan Coghlin Fund Marla Maykel Fund $2,000 Mini-Grants Fund $1,500 Robert G. and Eliza C. Hess Fund $1,101 Massachusetts Senior Action Council Max H. Kuhner and Eloise A. Kuhner Fund North Quabbin Citizen Advocacy Discretionary Funds $5,000 $10,000 Discretionary Funds $6,000 Massachusetts Symphony Orchestra Montachusett Interfaith Hospitality Network Northbridge Centre Congregational Church Jeanne Remillard Curtis Fund $3,000 Eliza D. and Cora J. D. Dodge Fund $15,000 Lawrence M. and Augusta L. Keeler Fund $460 Massachusetts Veterans, Inc. Mount Wachusett Community College Notre Dame Academy Celeste and Dave Lionett Donor Advised Fund GLBT Partnership Fund $15,000 Bozenhard Charitable Fund $500 $100 Mt. Desert Island Hospital O e Master Singers of Worcester Gordon Iver and Dorothy Brewer Erikson Fund Oak Hill Community Development Discretionary Funds $3,000 $500 Corporation Matthew 25, Inc. Music Worcester, Inc. Discretionary Funds $20,000 Matthew 25 - Robert K. Daw Fund $20,000 Bozenhard Charitable Fund $400 Old Sturbridge Village Matthew 25 - e Fr. Joseph LaBran SJ House Discretionary Funds $5,000 Argitis Family Fund $10,000 Fund $30,450 Jeppson Memorial Fund $7,079 Discretionary Funds $5,000 Howard J. and Dorothy R. McGuiness Fund MY TURN, Inc. Mini-Grants Fund $2,500 $1,055 Joseph A. Tosoni Fund $12,000 Youth Opportunity Fund and Discretionary Our Lady of the Cape Parish Funds $5,000 N e LaVigne Family Fund Matthew Kelly Foundation Named Bene ciaries of Trust for Injured P e LaVigne Family Fund Survivors of Tornado of June 1953 Pakachoag Community Music School Central Massachusetts Disaster Relief Residue McAuley Nazareth Home for Boys Shepherd Knapp School Fund $8,000 Trust Fund $10,703 Gertrude Alice Johnson Fund $500 PAL of Cape Cod National Memorial Trust Medical Missions for Children, Inc. Paul and Fay Rossley Fund $100 National Memorial Trust Fund $300 e LaVigne Family Fund Pan-Massachusetts Challenge Nativity School of Worcester Mendon Fire Department e LaVigne Family Fund Discretionary Funds $15,000 UniBank September 11th Emergency Personnel Youth for Community Improvement Fund Performing Arts of Northeast Connecticut Education Fund $1,400 $2,617 Discretionary Funds $4,500 Mercy Centre Newell and Betty Hale Fund $5,000 NEADS/Dogs for Deaf and Disabled Argitis Family Fund $500 Americans Performing Arts School of Worcester/ Merrick Public Library Rosemary Davis Memorial Fund $2,500 Worcester Youth Orchestras Jeppson Memorial Fund for Brook eld $1,500 Martha L. and William P. Densmore Fund Jeppson Memorial Fund $3,635 $1,000 Middlesex School Pernet Family Health Service Leicester Savings Bank Fund $5,000 Lawrence M. and Augusta L. Keeler Fund $460 Children’s Christmas Fund $750 Katharine Higgins Riley Fund $8,322 David R. and Rosalie A. Grenon Fund $500 Gertrude Alice Johnson Fund $1,000
28 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Grants
Phillips Academy – Andover Redfeather eatre Company at Holy Cross Samaritans, Inc. Jane Kenah Dewey Abbot/Andover Fund $1,124 Fund for the Arts and Humanities and Discretionary Funds $5,000 Discretionary Funds $7,500 Pleasant Street Neighborhood Network Sarasota Orchestra Center Refugee & Immigrant Assistance Center Paul E. Cohan Fund $278 Discretionary Funds $16,000 Discretionary Funds $15,000 Save e Children Mini-Grants Fund $1,500 Regional Environmental Council Newell and Betty Hale Fund $1,000 Pomfret School Discretionary Funds $10,000 Seven Hills Foundation Newell and Betty Hale Fund $2,000 Water and Land Stewardship Fund $2,500 e LaVigne Family Fund Pregnant and Parenting Teen Program Renaissance Award Paul and Fay Rossley Fund $250 Fallon/OrNda Community Health Fund Renaissance Award Fund $5,989 Shrewsbury Education Foundation, Inc. $25,000 Rural Cemetery and Crematory Olive I. and Anthony A. Borgatti Jr. Donor Preservation Worcester Elizabeth Trumbull Barton Fund $14,526 Advised Fund $600
Discretionary Funds $5,000 Shrewsbury Public Library Kirby Foundation Fund $200 S Olive I. and Anthony A. Borgatti Jr. Donor Mini-Grants Fund $2,500 St. Andrew Lutheran School Advised Fund $2,500 Edward W. Bettke Scholarship Fund $237 Princeton Land Trust Bozenhard Charitable Fund $2,500 Morgan B. and Loretta R. Dewey Fund $100 St. Andrews Hospital Raymond P. Harold Memorial Fund $1,800 Shrewsbury Youth and Family Services Problem Pregnancy of Worcester, Inc. Olive I. and Anthony A. Borgatti Jr. Donor Maureen Logan Coghlin Fund St. Anne and St. Patrick Parish Advised Fund $2,000 Argitis Family Fund $1,000 Mini-Grants Fund $2,200 Q St. Anne’s Human Services South High Community School Quinebaug Valley Community College Gene J. DeFeudis Fund $1,000 Traina Family Youth Development Fund $1,500 Foundation Saint John’s High School Youth Opportunity Fund $8,000 Newell and Betty Hale Fund $5,000 Argitis Family Fund $2,000 South Middlesex Opportunity Council Quinebaug-Shetucket Heritage Corridor, Inc. St. Joseph and St. Pius X Parishes Eliza D. and Cora J. D. Dodge Fund $15,000 Water and Land Stewardship Fund and Leicester Savings Bank Fund $6,031 Celeste and Dave Lionett Donor Advised Fund Rosemary Marble Harris Fund $2,500 $200
Newell and Betty Hale Fund $500 St. Joseph’s Church Traina Family Youth Development Fund $500 South Worcester Neighborhood Improvement Quinsigamond Community College Corporation Carmen Tobin Nursing Scholarship Fund St. Joseph’s Indian School South Worcester Neighborhood Center Growth $3,000 Patricia Fisher Fund $1,609 Fund $2,168 Quinsigamond Community College St. Jude Children’s Research Hospital Southbridge Interfaith Hospitality Network Foundation Anonymous Fund $750 Eliza D. and Cora J. D. Dodge Fund $10,000 Fairlawn Foundation Fund $105,849 St. Peter Catholic Church Southeast Asian Coalition of Central Youth Opportunity Fund $10,000 e LaVigne Family Fund Massachusetts St. Peter’s Church Discretionary Funds $20,000 R Youth for Community Improvement Fund $2,750 Rachel’s Table e LaVigne Family Fund Partnership Fund $8,000 Traina Family Youth Development Fund $500 Southern Worcester County Rehabilitation Youth for Community Improvement Fund St. Saviour’s Episcopal Church Center, Inc. $4,000 Gordon Iver and Dorothy Brewer Erikson Fund e Auburn Foundation $4,650 Rainbow Child Development Center $2,500 Spanish American Center, Inc. Gertrude Alice Johnson Fund $1,000 Salem Community Corporation Joseph A. Tosoni Fund $15,000 Rangeley Lakes Heritage Trust Bozenhard Charitable Fund $250 Spectrum Health Systems Paul and Fay Rossley Fund $250 Salisbury Singers, Inc. Fallon/OrNda Community Health Fund $24,600 Discretionary Funds $3,000 Rangeley Region Health Center, Inc. StART on the Street Festival Paul and Fay Rossley Fund $250 Salvation Army Fund for the Arts and Humanities $5,000 Community Ministries Fund $2,500 Reach Out and Read, Inc. Susan G. Komen for the Cure, Vermont-New Samuel Frank Charitable Fund $1,675 Kirby Foundation Fund $200 Hampshire Aliate Celeste and Dave Lionett Donor Advised Fund Candi Tiarks Cancer Research Fund $1,000 Rectory School, Inc. $200 Newell and Betty Hale Fund $300 e Pyle Fund $9,000
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 29 Grants
T UMass Memorial Health Care WGBH Educational Foundation Temple Emanuel GLBT Partnership Fund $25,000 Newell and Betty Hale Fund $1,000 Paul E. Cohan Fund $370 Paul and Fay Rossley Fund $1,000 United Services, Inc. eodore and Marjorie M. Deitz Fund $500 Newell and Betty Hale Fund $400 George Marston Whitin Memorial Community Tenacity, Inc. Center Discretionary Funds $8,000 United States Fund for UNICEF Marjorie G. and Elmer E. Ellison Jr. Fund $1,135 Celeste and Dave Lionett Donor Advised Fund Lawrence M. and Augusta L. Keeler Fund $460 ayer Memorial Library $100 Youth Opportunity Fund $10,000 Rosemary Davis Memorial Fund $3,724 United Way of Central Massachusetts Whitinsville Social Library ompson Ecumenical Empowerment Group, Jeanne Remillard Curtis Fund $6,500 Lawrence M. and Augusta L. Keeler Fund $460 Inc. Mary C. DeFeudis Fund $45,000 e John and Gloria Rauth Library Fund $1,219 Newell and Betty Hale Fund $1,000 Martha L. and William P. Densmore Fund $2,000 WICN Public Radio e 300 Committee Henry B. and Jane K. Dewey Fund $2,000 Discretionary Funds $10,000 Paul and Fay Rossley Fund $300 David R. and Rosalie A. Grenon Fund $1,500 Wildlife Rehabilitators Association of Town of Brook eld Peter H. and Catherine H. Levine Fund $8,000 Massachusetts Jeppson Memorial Fund for Brook eld $1,400 Arthur J. Remillard Jr. Fund $27,262 Rosemary Davis Memorial Fund $4,000 Paul and Fay Rossley Fund $1,000 Town of Petersham United Way of Central Massachusetts Fund Winchendon Youth Hockey Town of Petersham Fund $18,000 $154,483 John Carter “High Five” Youth Hockey Fund $150 Tri-Valley, Inc. University of Maine Windham County 4-H Foundation, Inc. Eliza D. and Cora J. D. Dodge Fund $25,000 Gordon Iver and Dorothy Brewer Erikson Fund Newell and Betty Hale Fund $1,000 Trinity Chapel $500 Woodstock Academy Anonymous Fund $1,500 Newell and Betty Hale Fund $1,000 University of Massachusetts Graduate School Trinity Lutheran Church of Nursing Worcester Academy Jeppson Memorial Fund $28,508 Fairlawn Foundation Fund $10,000 George S. and Tammy Butler Fund $1,000 Lillian R. Goodman and Mary K. Alexander Morgan B. and Loretta R. Dewey Fund $100 Trust for Public Land, New England Regional Fund for Nursing Education and Research GLBT Partnership Fund $5,000 Oce $1,000 David R. and Rosalie A. Grenon Fund $500 Discretionary Funds $10,000 Mini-Grants Fund $2,160 University of Massachusetts Medical School Chapin Riley Fund $12,906 Trustees of Reservations Sandy C. Marks Jr. Biomedical Education Fund Paul and Fay Rossley Fund $500 Elkanah B. Atkinson Community and $500 Education Fund Worcester Animal Rescue League Uxbridge Youth Center Rosemary Davis Memorial Fund $2,000 Twin Cities Community Development Discretionary Funds $10,000 Corporation Worcester Animal Rescue League Fund $478 Discretionary Funds $20,000 V Worcester Art Museum Elkanah B. Atkinson Community and Education Twin City Youth Hockey Association VNA Care Network and Hospice Fund Christopher J. Paskell Memorial Fund $188 Eliza D. and Cora J. D. Dodge Fund $10,000 Olive I. and Anthony A. Borgatti Jr. Donor Advised U VSA arts of Massachusetts Fund $500 Discretionary Funds $9,000 Bozenhard Charitable Fund $350 US English Foundation H. Paul and Sara B. Buckingham III Fund $219 Bozenhard Charitable Fund $100 Walther Lutheran High School Edward W. Bettke Scholarship Fund $237 Martha A. Cowan Fund $1,864 US Olympic Committee eodore and Marjorie M. Deitz Fund $1,000 Celeste and Dave Lionett Donor Advised Fund Henry B. and Jane K. Dewey Fund $1,500 $200 W David R. and Rosalie A. Grenon Fund $1,500 WCUW, Inc. Honee A. Hess Partnership with Children Fund UMass Memorial Foundation Worcester Credit Bureau Fund $15,400 $917 Hollis E. and Gwendolyn D. Alden Fund $1,871 Jeppson Memorial Fund $21,142 Lawrence M. and Augusta L. Keeler Fund $433 Wellesley College Barrett and Mahroo Morgan Fund $2,282 Peter J. and Sophie Kosky Fund $1,476 Elkanah B. Atkinson Community and Education John M. Nelson Fund $12,000 C. Bradford and Elizabeth C. Newell Fund Fund Louise R. and John F. Reynders Fund $480 $1,574 Henry B. and Jane K. Dewey Fund for Wellesley Marvin Richmond Fund $2,275 Lillian S. Pratt Fund $452 College $1,551 Chapin Riley Fund $12,906 Paul and Fay Rossley Fund $550 West Boylston Schools Trust Helen M. and omas B. Stinson Fund $260 H. Arthur Smith Designated Fund $7,218 Mini-Grants Fund $1,500 Worcester Art Museum Booth Family Fund for Harold Davis Woodbury Fund $1,064 Education and Outreach $100,943
30 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Grants
Worcester Center for Cra s Worcester East Side Community Development Lillian R. Goodman and Mary K. Alexander Discretionary Funds $12,500 Corporation Fund for Nursing Education and Research Louise R. and John F. Reynders Fund $480 Youth for Community Improvement Fund $2,175 $1,000 Charles E. Soule Paul Revere Insurance Group Worcester Center for the Performing Arts Worcester Educational Development Centennial Fund $2,700 Elkanah B. Atkinson Community and Education Foundation Fund Discretionary Funds $5,000 Worcester Technical High School Bozenhard Charitable Fund $1,000 Worcester Fellowship Saul A. Seder Fund $709 George S. and Tammy Butler Fund $2,000 Community Ministries Fund $2,000 Worcester Youth Center Jeanne Remillard Curtis Fund $8,000 Worcester Foundation for Biomedical Research Discretionary Funds $10,000 Worcester Chamber Music Society Hollis E. and Gwendolyn D. Alden Fund $935 e Pyle Fund $1,000 Olive I. and Anthony A. Borgatti Jr. Donor Jeanne Remillard Curtis Fund $1,500 Wyndham Land Trust, Inc. Advised Fund $500 eodore and Marjorie M. Deitz Fund $1,000 Newell and Betty Hale Fund $1,000 Worcester Common Ground Frances F. Mans eld Fund $1,144 Discretionary Funds $20,000 Worcester Fresh Air Fund, Inc. Y Y.O.U., Inc. Worcester Community Action Council, Inc. Discretionary Funds $8,000 Bozenhard Charitable Fund $250 Bozenhard Charitable Fund $100 Worcester Historical Museum Fallon/OrNda Community Health Fund Corinne Charron Turner Fund and Elkanah B. Atkinson Community and Education $10,000 Discretionary Funds $20,000 Fund Francis A. and Jacquelyn H. Harrington Human Worcester Community Cable Access TV13 Barbara Allen Booth Fund $6,100 Services Fund $10,000 Mini-Grants Fund $2,500 Robert W. Booth Fund for the Worcester Jeppson Memorial Fund for Brook eld $1,000 Historical Museum $28,806 Traina Family Youth Development Fund $1,500 Worcester Community Housing Resources Worcester Historical Museum Fund $90,000 YMCA of Central Massachusetts Micah Housing Corporation Fund and Worcester Historical Museum Robert W. Booth Discretionary Funds $20,000 Fund for Salisbury Mansion $20,917 Elkanah B. Atkinson Community and Whittier Family Charitable Gi Fund $25,000 Education Fund Worcester Nursing Pipeline Consortium Ross and Lisa Dik Fund $300 Worcester County Food Bank Fairlawn Foundation Fund $120,000 Fallon/OrNda Community Health Fund Isabel K. Arms Fund $1,000 $20,000 Worcester Polytechnic Institute Howard J. and Dorothy R. McGuiness Fund Celeste and Dave Lionett Donor Advised Fund John M. Nelson Fund $2,000 $1,055 $100 Worcester County Horticultural Society/ Worcester Public Library/Talking Books James J. and Patricia A. Moynihan Donor Tower Hill Botanic Garden Program Advised Fund $1,000 Elkanah B. Atkinson Community and Education Clarence S. Arms Family Fund $618 James J. and Patricia A. Moynihan Fund and Discretionary Funds $15,000 Fund Worcester Public Library Foundation Sumner Lee Sharfman Fund and Discretionary Bozenhard Charitable Fund $1,250 Jeanne Remillard Curtis Fund $2,000 Funds $12,500 H. Paul and Sara B. Buckingham III Fund $219 Providence & Worcester Railroad Company Trust in Kids Fund $500 Jeanne Remillard Curtis Fund $1,250 Fund and Discretionary Funds $5,330 Peter H. and Catherine H. Levine Fund $500 YMCA of Greater Hartford Worcester Public Schools Marla Maykel Fund $7,500 Newell and Betty Hale Fund $45,000 Sarah Daniels Pettit and William O. Pettit Jr. Marcia R. Katter Memorial Fund $3,273 Fund $415 Young Woman of Consequence Award Worcester Regional Research Bureau Konstantina B. Lukes Fund $500 Worcester County Mechanics Association/ Discretionary Funds $15,000 Mechanics Hall Worcester Regional Research Bureau Fund YouthNet Bozenhard Charitable Fund $300 $3,039 Andrew N. Ahlfors and Helmi E. Ahlfors Fund Julie Chase Fuller Endowment Fund for and Discretionary Funds $12,000 Worcester Regional Science & Engineering Fair Mechanics Hall $27,000 Worcester Engineering Society Fund $250 Paul and Fay Rossley Fund $250 YWCA of Central Massachusetts Worcester Roots Project, Inc. Eliza D. and Cora J. D. Dodge Fund $22,500 Worcester County Poetry Association Water and Land Stewardship Fund and Evelyn Worcester County Poetry Association Founders and Sumner Silver Fund $4,926 YWCA/Daybreak Resources for Women & Fund $672 Whittier Family Charitable Gi Fund $5,000 Children Worcester County Poetry Association’s Olive I. and Anthony A. Borgatti Jr. Donor Worcester Review Fund $3,326 Worcester State Foundation Advised Fund $800 Olive I. and Anthony A. Borgatti Jr. Donor Worcester Cultural Coalition Bozenhard Charitable Fund $1,000 Advised Fund $500 Discretionary Funds $12,000 Carolyn Knight Dik Fund $950 Fairlawn Foundation Fund $10,000
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 31 Committees
APPOINTED COMMITTEES GRANTMAKING COMMITTEES
Audit Committee The Auburn Foundation GLBT Partnership Fund Water and Land Stewardship Fund Robert S. Bachelder Rev. Richard Anger Cynthia L. Aiken Henry W. Beth David M. Brunelle Patricia Bukoski Ross K. Dik Laura Bronwell Ross K. Dik Charles O'Connor Emily R. Ferrara, co-chair Brendan Donahue Gerald L. Gaudette III, chair Arthur M. Pappas, co-chair Rodney M. Glasgow Jr., co-chair Allen W. Fletcher Patricia L. Jones Martha R. Pappas, co-chair Judith Kirk Wyatt R. Wade, chair Timothy P. Wickstrom Susan Pappas Peter H. Levine MD Donna Williams Thomas Turco Carol L. Seager Auditor: Stowe & Degon Youth for Community Improvement Community Ministries Fund Mary B. Grogan Fund for Youth Lakita Allen Distribution Committee Rev. Robert S. Bachelder Peter F. Keenan Jr. Damian Almazraawi Sara Trillo Adams Louis G. Bond Elaine Loehmann Elizabeth Bachelder Brian M. Chandley Rev. Laura Goodwin Mary Lou Mulhane Angela Ho Patty Clarkson Robert Hallock Tyler Holman Gerald M. Gates Rev. Avis Hoyt-O'Connor Jeppson Memorial Fund Shadia Lahlou Linda C. Looft Sandra Longvall-Johnson IRU%URRNÀHOG Kelly Le Michael A. Nigro Susan Swanberg James W. Allen, chair Joshua Martin Martha R. Pappas, chair 5HY5LFKDUG:KLWHÀHHW6PLWK Amy Law Michael Mielniczek Christine McManus Mary Mooshian Governance Committee Fairlawn Foundation Trustees Peter S. O'Connell Richelle Moulin Pamela K. Boisvert Mary Aleksiewicz Brian Rossetti Alejandro Olivencia Ellen S. Dunlap Robert A. Anderson Amanda Pashko Gerald L. Gaudette III Margareta G. Berg Leicester Savings Bank Fund Gabriela Sanchez Peter H. Levine MD Karl N. Bjork, chair Marjorie A. Cooper Veronica Sanchez Gail T. Randall John A. Duggan MD Steven P. Corley Fidji Simeon Mary C. Ritter N. Lynn Eckhert MD Paul A. Fontaine, chair Chi Tan R. Joseph Salois, chair Shelley S. Hall Karl E. Gumpright Kenny Vo Robert G. Lian Cindy R. Lapointe Rubby Wuabu Investment Committee Robert R. Leroux Thomas J. Bartholomew, chair Fallon/OrNda Community Health James O'Donnell William R. Carrick Fund Paul R. Rossley James E. Collins Mark P. Bilotta Dix F. Davis Karen Canas Ross K. Dik Dix F. Davis Warner S. Fletcher Harry L. Ferguson, chair Abraham W. Haddad DMD Dorista J. Goldsberry Peter H. Levine MD Gary Segal Kelsa Zereski Jeffrey R. Croteau, Prime Buchholz & Associates Friends of Learning in Killingly (FOLK) Fund 1RQSURÀW6XSSRUW&HQWHU$GYLVRU\ Janice Ahola-Sidaway, chair Committee Walter Anderson lll Mark P. Bilotta Christopher M. Burke Ann E. Carlson Susan Rees Jones Ellen S. Dunlap Ralph E. LaChance Timothy J. Garvin Paul D. Lefrancois Patsy C. Lewis Richard N. Rust Frederic H. Mulligan Timothy J. Schmidt Stephen M. Pitcher Barbara Crabtree Simonetta Kent dur Russell Gary L. Sposato Richard P. Traina Paul R. Theroux Carlton A. Watson Cathy E. Wade
The Renaissance Award was celebrated by recipients Dominick Marcigliano (2007), Moe Boisvert (2008) and Patsy Lewis (2005). Linda Cavaioli (2006) is not pictured.
32 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Corporators
Lawrence J. Abramoff Henry B. Dewey Alison C. Kenary &KULVWLQH03URI¿WW John J. Spillane Robert C. Achorn Morgan B. Dewey Richard B. Kennedy Richard L. Pyle Nanette J. St. Pierre-Locke Sara Trillo Adams Ross K. Dik Robert M. Kennedy Raymond Quinlan Peter R. Stanton Robert S. Adler David M. Dimenstein Mary E. Kett Candace A. Race Joseph N. Stolberg Bruce C. Anderson Brendan Donahue Dr. Jean A. King Hilda Ramirez Alan M. Stoll James A. Andreoli James C. Donnelly Jr. Audrey Klein-Leach Scott R. Reisinger William F. Sullivan John T. Andreoli Dorothy A. Dudley Barbara C. Kohin Arthur J. Remillard Jr. Polly A. Tatum Michael P. Angelini Francis X. Dufault Jr. MD Joyce R. Kressler Wendy J. Rickles J. Stephen Teasdale Robert V. Antonucci Ellen S. Dunlap Agnes E. Kull Mary C. Ritter George W. Tetler III Robert S. Bachelder David M. Dunn Frances E. Langille Maria L. Rosado Robert L. Thomas Dexter A. Bailey N. Lynn Eckhert MD Thomas P. LaVigne Melvin M. Rosenblatt Sumner B. Tilton Jr. Thomas J. Bartholomew Frederick H. Eppinger Jr. Thuha T. Le Scott Rossiter David N. Tinsley John E. Bassett Stephen J. Erickson Jenique A. LeBlond Paul R. Rossley E. Paul Tinsley Bruce S. Bennett Walter H. Ettinger Jr. MD Peter H. Levine MD Barry S. Rotman Debra M. Townsley Dennis D. Berkey Barbara E. Fargo Patsy C. Lewis Brenda K. Safford Margaret W. Traina Sarah G. Berry Nabil M. Farooq Robert J. Lewis Nancy H. Sala Richard P. Traina Henry W. Beth Richard J. Fates Joseph Lian Jr. R. Joseph Salois Tuyet Tran Mark P. Bilotta Saul F. Feingold Robert G. Lian Anthony J. Salvidio II Michael P. Tsotsis Maurice J. Boisvert Zoila Torres Feldman Stephen B. Loring Ediberto Santiago Charles R. Valade Pamela K. Boisvert Peter S. Fellenz Monica Escobar Lowell Ralph F. Sbrogna Carmen D. Vazquez James Bonds Sr. Scott T. Fenton Rosemary Luddy Roberta R. Schaefer Wyatt R. Wade George F. Booth II Harry L. Ferguson John W. Lund Paul F. Schlaikjer William D. Wallace Sarah Ann Bowditch Emily R. Ferrara Stacey D. Luster Paul F. Scully Carlton A. Watson Cushing C. Bozenhard Deborah Mathews Finch Susan M. Mailman Carol L. Seager Janice I. Weekes Christopher W. Bramley Allen W. Fletcher Thomas D. Manning J. Robert Seder James A. Welu Karin Branscombe Mary F. Fletcher Donata J. Martin Francis P. Shea Meridith D. Wesby Michael D. Brockelman Warner S. Fletcher Pamela A. Massad Jay S. Sherwin Todd H. Wetzel Denise H. Brookhouse Terence R. Flotte MD Tod Masterman John F. Shoro Harry T. Whitin David M. Brunelle Jack L. Foley C. Jean McDonough Philip O. Shwachman Thomas J. Wickstrom John H. Budd David P. Forsberg Michael C. McFarland Shirley S. Siff Timothy P. Wickstrom Douglas P. Butler Howard G. Freeman Cynthia M. McMullen Jonathan R. Sigel Jack L. Wolfson Gail E. Carberry Phyllis R. Freilich Christopher G. Mehne Marvin S. Silver David K. Woodbury Jennifer Davis Carey Mark W. Fuller Donald R. Melville Edward D. Simsarian Janice B. Yost Ann E. Carlson Helen F. Garcia Mary H. Melville Michael D. Sleeper Robert Zibinskas William R. Carrick Gerald M. Gates Barbara W. Merritt William B. Smith Marita Zuraitis Deborah D. Cary Gerald L. Gaudette III Erwin H. Miller John E. Smithhisler Linda A. Cavaioli Bruce Gaultney John O. Mirick Jeffrey S. Solomon As of 12/31/08 Francesco C. Cesareo Stephen F. Gemelli Ann K. Molloy Harriette L. Chandler Lisa Kirby Gibbs Charles F. Monahan Jr. Brian M. Chandley Rodney M. Glasgow Jr. Janet Wilson Moore Harold R. Chesson Jr. Lawrence J. Glick Maureen Moorehouse Joy C. Child Dorista J. Goldsberry Barrett Morgan Elaine M. Ciborowski Dennis F. Gorman Gail M. Morgan Barbara Clifford John E. Graham Laurance S. Morrison J. Christopher Collins Lois B. Green James J. Moynihan James E. Collins Martin J. Green Moira Moynihan-Manoog P. Kevin Condron Barbara E. Greenberg Frederic H. Mulligan Charles P. Conroy David N. Grenier Timothy P. Murray Anthony M. Consigli David R. Grenon Laura H. Myers Martha Allis Cowan J. Michael Grenon Robert Z. Nemeth Kenneth C. Crater 9HURQLFD0*ULI¿Q John G. O’Brien Michael J. Crawford Abraham W. Haddad Andrew B. O’Donnell Frederick G. Crocker Jr. Gloria Hall Vincent F. O’Rourke Jr. Ralph D. Crowley Jr. James H. Harrington Kevin O’Sullivan Katie Curtin-Mestre Ernest S. Hayeck David R. Ojerholm Jeanne Y. Curtis John Herron Jr. Vincent J. Osterman Iliana D’Limas Honee A. Hess Martha R. Pappas Jill C. Dagilis John E. Hodgson Thoru Pederson Dix F. Davis Kathryn Zingg Hunter Judith M. Pemstein Laurel A. Davis Dennis L. Irish R. Norman Peters Daniel de la Torre Jr. M Howard Jacobson Sarah D. Pettit Richard W. Dearborn Robert E. Jennings Paul M. Pezzella Jeanne Curtis and Ann Lisi chat at the Gene J. DeFeudis Patricia L. Jones Lisa A. Piehler James F. Delehaunty David A. Jordan Cynthia N. Pitcher Winter Repast, a Foundation donor event William P. Densmore Maureen M. Kelleher John W. Polanowicz held at Tower Hill in February 2008.
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 33 Financials
Statements of Financial Position +LJLTILY HUK
ASSETS 2008 2007
Cash $ 300,522 $ 459,922 Accounts receivable 132 1,150 Prepaid expenses 36,327 22,876 Pledges receivable 11,735 385,421 Investments 89,030,230 130,652,447 Split interest agreements: Net investments in pooled income fund 1,378,303 1,645,562 Net interest in charitable remainder trust 86,383 125,988 Net interest in charitable gift annuity 103,036 496,784 Cash value of life insurance 4,308 3,892 Property held for investment 565,000 565,000 Notes receivable 16,188 19,577 Property and equipment, net 84,581 76,341
Total assets $ 91,616,745 $ 134,454,960
LIABILITIES AND NET ASSETS
Distributions payable $ 938,700 $ 1,405,329 Accounts payable 13,124 35,185 Accrued expenses 45,499 31,743 Funds held as agency endowments 7,426,860 10,103,463
Total liabilities 8,424,183 11,575,720
Net assets: Unrestricted 895,303 1,257,102 Temporarily restricted 5,635,580 45,639,777 Permanently restricted 76,661,679 75,982,361
Total net assets 83,192,562 122,879,240
Total liabilities and net assets $ 91,616,745 $ 134,454,960
Audits of Greater Worcester Community Foundation’s ĕOBODJBMTUBUFNFOUTBTPG BOEGPSUIFZFBSTFOEFE%FDFNCFS BOE XFSFDPOEVDUFECZ4UPXF%FHPO A complete copy of the audited nancial statements may be obtained by calling the Foundation at 508.755.0980.
The Foundation retains the services of independent investment consultants to provide support to the investment committee and monitor the performance of its investment managers.
34 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Financials
Statements of Activities @LHYZ,UKLK+LJLTILY HUK
2008 2007
Temporarily Permanently Temporarily Permanently Unrestricted Restricted Restricted Total Unrestricted Restricted Restricted Total Revenue, gains, and other support:
Total net investment return $ (204,761) $ (38,196,002) $ - $ (38,400,763) $ 54,407 $10,806,484 $ - $ 10,860,891
Less: Investment return for agency endowments - 3,276,084 - 3,276,084 - (840,645) - (840,645)
Net investment return (204,761 ) (34,919,918) - (35,124,679) 54,407 9,965,839 - 10,020,246
Total gifts and donations 64,435 1,761,372 1,501,495 3,327,302 97,797 2,406,957 3,172,815 5,677,569
Less: Gifts and donations for agency endowments - (856,918) (121,867) (978,785) - (466,683) (62,399) (529,082)
Gifts and donations 64,435 904,454 1,379,628 2,348,517 97,797 1,940,274 3,110,416 5,148,487
Change in split interest agreements - - (700,310 ) (700,310) - - 3,768 3,768 Other support 45,578 48,164 - 93,742 77,481 - - 77,481 Satisfaction of purpose restrictions 6,036,897 (6,036,897) - - 5,625,972 (5,625,972) - -
Total 5,942,149 (40,004,197) 679,318 (33,382,730) 5,855,657 6,280,141 3,114,184 15,249,982
Expenses:
Total Distributions 5,309,129 - - 5,309,129 4,666,672 - - 4,666,672
Less: Distributions for agency endowments (331,288) - - (331,288) (207,509) - - (207,509)
Distributions 4,977,841 - - 4,977,841 4,459,163 - - 4,459,163
Other 19,696 - - 19,696 27,065 - - 27,065 Administrative 1,306,411 - - 1,306,411 1,109,415 - - 1,109,415
Total 6,303,948 - - 6,303,948 5,595,643 - - 5,595,643
Change in net assets (361,799) (40,004,197) 679,318 (39,686,678) 260,014 6,280,141 3,114,184 9,654,339
Net assets, beginning of year 1,257,102 45,639,777 75,982,361 122,879,240 997,088 39,359,636 72,868,177 113,224,901
Net assets, end of year $ 895,303 $5,635,580 $76,661,679 $83,192,562 $1,257,102 $45,639,777 $75,982,361 $122,879,240
Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT 35 Board of Directors and Staff
BOARD OF DIRECTORS STAFF
Peter H. Levine MD, President Gerald L. Gaudette III Ann T. Lisi President Emeritus President Executive Director UMass Memorial Health Care Gaudette Insurance, Inc. [email protected]
R. Joseph Salois, Vice President Rodney M. Glasgow Jr. Linda D. Chadwick President Director of Diversity & Community Relations Director of Marketing Atlas Distributing, Inc. Worcester Academy [email protected]
omas J. Bartholomew, Treasurer Dennis F. Gorman Pamela B. Kane President Director Program Ocer Bartholomew & Company Inc. Fletcher, Tilton & Whipple, PC [email protected]
Ellen S. Dunlap, Clerk Mary E. Kett Pamela Keogh, CPA President Senior Vice President Director of Finance & Administration American Antiquarian Society Smith Barney [email protected]
Warner S. Fletcher, Ocer at-Large Mónica Escobar Lowell Christine R. Louis Director Vice President Community Relations Director of Donor Relations Fletcher, Tilton & Whipple, PC UMass Memorial Health Care [email protected]
Mary C. Ritter, Ocer at-Large Frederic H. Mulligan Gail T. Randall Vice President, Strategy & Planning President Special Projects Ocer Fallon Community Health Plan Cutler Associates, Inc. [email protected]
Robert S. Adler Martha R. Pappas Joanne M. Reegan Managing Partner Educator (retired) Finance Assistant Seder & Chandler [email protected] Scott Rossiter Dexter A. Bailey Chairman Melissa M. Shea Vice President for Advancement & Alumni Relations Lampin Corporation Program Associate Worcester Polytechnic Institute [email protected] Paul R. Rossley Pamela K. Boisvert Vice President (retired) Diane Simonelli Vice President Allmerica Insurance Accounting Manager Colleges of Worcester Consortium [email protected] Carlton A. Watson Dix F. Davis Executive Director Lois A. Smith Vice President (retired) Henry Lee Willis Community Center Senior Program Ocer Allmerica Financial Corporation [email protected]
Gerald M. Gates Kelly A. Stimson President Donor Services Manager American Stop Loss [email protected]
Jasmine Vasquez-Okutoro Long-time corporator Administrative Assistant Polly Cowan and her late [email protected] husband Fairman C. Cowan (1915 - 2008) each have a named fund. The Martha A. Cowan Fund provides unrestricted support to the Worcester Art Museum. The Fairman C. Cowan Fund, honoring him as a recipient of the 1995 Isaiah Thomas Award, assists disadvantaged youth.
36 Greater Worcester Community Foundation s¬ 08 ANNUAL REPORT Index By the Numbers Inside front cover Our Commitment. Our Community 1 Letter to the Community 2 Year in Review 3 Donor Profiles 4 Acorn Society 8 Ways to Give 9 Contributors 10 New Funds 15 Named Funds 16 Grantmaking 23 Committees 32 Corporators 33 Financials 34 Board of Directors and Staff 36
Production Credits Writer: Susan Saccoccia Editor: Linda Chadwick Graphics: Atomic Design, Rob Zeleniak and Ingrid Mach Printer: AM Lithography Corporation Photography: Dan Vaillancourt unless otherwise indicated: P1 (center), P2 (right): Pamela Kane P1 (right), P3 (right), P9 (left), P33, inside back cover (left, center): Kelly Stimson P5 (left, right), P6 (left, right): Dreamstime.com P7 (left, right): Courtesy of Old Sturbridge Village P8 (center): Tumbleston Photograpy, Charleston, SC; (right): Courtesy of YOU, Inc. P9 (center): Rob Zeleniak P15: New Fund photos provided by fund donors P20: Courtesy of QCC Women in Technology (WiT) program
The Foundation makes giving easy and nimble and the staff are informed advisors. ANNUAL REPORT Ann Lisi and Peter Levine Nonprofit Org. U.S. Postage PAID Worcester, MA Permit No. 703
Our Community Our Commitment
Our Mission
To enhance our community, now and in the future, through philanthropic leadership
Our Values
We appreciate and trust the people of our community to work together to solve problems, build prosperity, and bring vitality to the lives of others.
Our community is a unified body of individuals from a rich array of backgrounds who contribute in unique ways.
We are a professional, compassionate steward of our donors’ gifts, which have been permanently entrusted to us for the purpose of improving lives and conditions.
Greater Worcester Community Foundation 370 Main Street . Suite 650 . Worcester . Massachusetts 01608.1738 508.755.0980 www.greaterworcester.org
Confirmed in Compliance with National Standards for U.S. Community Foundations