COMPASSION 4/23/19 1:08 PM ANNUALREPORT

Greater Worcester Worcester Greater Community Foundation Community IN ACTION 2018 935984.indd 1 TABLE OF CONTENTS

2018 Highlights...... 2 ON THE COVER

Compassion in Action...... 3 Early learners thrive on creative Each of us has a right to a healthy future. Nuturing Healthy Development...... 4 play. Tomorrow’s doers, makers, and dreamers are Growing Food Security from the Ground Up...... 6 developing today in high-quality childcare and early Catalyzing Community through the Arts...... 8 learning programs. The Foundation’s Early Childhood A Better Life Begins with the Basics...... 10 Initiative is working with its partners to make such

Grant Highlights...... 12 programs accessible to all in our community. We are about to launch a major, five-year Named Funds...... 16 program with the Worcester Public Schools that Discretionary and Field of Interest Funds...... 16 could become a model for a comprehensive, Donor Advised Funds...... 17 citywide approach. Formed through a yearlong Scholarship Funds...... 19 planning process funded by the George I. Alden Designated Funds...... 21 Trust, the program will encompass two schools and

Agency Funds...... 23 the neighborhoods surrounding them. The evidence- based program will provide local families with The Acorn Society: Creating Your Legacy...... 27 integrated early learning and health services that Contributors...... 28 foster the cognitive, social, emotional, and physical growth of children from birth through grade three— Financial Stewardship...... 32 the formative years that shape a child’s future. Board of Directors...... 33

Corporators...... 34

Growing the Good: A Campaign for Greater Worcester...... 35

Staff...... 36

935984.indd 2 4/23/19 1:08 PM YEAR AT A GLANCE LETTER TO OUR COMMUNITY (as of 12/31/2018)

ur region has long been home to makers, doers, dreamers, and O GIFTS builders. Perhaps because of its roots in the Industrial Revolution, Worcester County has drawn many people from elsewhere seeking Gifts received $ 7. 8 opportunities. We welcome all and heed all as together, through this MILLION Foundation, we work to bring opportunities within the reach of all who live here. $4.0 million for existing funds In the 1970s, a group of citizens established the Greater Worcester $3.8 million to create new funds Community Foundation. This model of citizen-run philanthropy has proven its effectiveness and staying power. Their model suits the 793 gifts ingenuity and resourcefulness of our community, as with compassion, 687 donors imagination, and a can-do spirit, a host of nonprofits has emerged to 15 new funds spread opportunity further in an astonishing variety of ways. Empowered by the funds donors entrust to us, the Foundation invests in the effectiveness of these nonprofits, 580 funds in total both with grants and through our Nonprofit Support Center, where together, they learn and share best practices. And early on, the Foundation expanded beyond grantmaking to build partnerships across sectors and solve GRANTS & SCHOLARSHIPS broader problems, such as lack of decent affordable housing. Together with our donors, grantees, and partners, we’ve grown in knowledge, relationships and funds— grants approved assets that enable us to take prudent risks on a large scale when the rewards promise far-reaching outcomes. Such $6.6 million in 2018 ambitious ventures include our Early Childhood Initiative and Creative Worcester. Find out more about these to 662 grantee organizations programs in this annual report as well as other inventive projects that every day make life better for so many of us. We both look forward to continuing this rewarding enterprise with you, although no longer as CEO and Chair. 412 scholarship recipients in 2018 Retirement after 30 years and completion of a full three-year term concludes our service in these respective received a total of $675,000 roles with your Foundation. What a wonderful experience it has been to help guide its growth. In this time of divisiveness on the national level, our model of local philanthropy continues to prove its worth, bringing us ASSETS together to better our community with compassion, imagination, and a can-do spirit. Total assets $14 6 MILLION Ann T. Lisi Gerald M. Gates President and CEO Chair

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935984.indd 1 4/25/19 1:13 PM 2018 HIGHLIGHTS

Notable Milestones

• The Foundation’s Early Childhood Initiative completed plans for a five-year prenatal- through-grade three pilot project to begin in 2019 at two Worcester public schools; awarded $403,000 in grants; and played a key role in forming the Together For Kids Coalition.

• Creative Worcester completed its first full year spearheading Worcester’s first Cultural Plan; awarding 11 Creative Spark grants totaling $69,000 and granting a total of $300,000 to five Creative Engagement grantees who took part in a year-long learning cohort.(See opposite page.)

• Discretionary and Field of Interest grantmaking across all categories totaled $2.86 million complemented by strong participation of committees that review applications and recommend grantees and then visit funded projects to evaluate outcomes.

• Health-focused grantmaking from Fairlawn Foundation and Fallon OrNda funds targeted Greater Worcester Community Health Plan (CHIP) priorities.

• The Nonprofit Support Center conducted 14 workshops, all highly rated, including three on workplace diversity, equity and inclusion; a series tailored to arts organizations; and sessions on building fundraising capacity.

• Youth For Community Improvement completed its 19th year by engaging youth from Worcester and surrounding towns who as a team identified needs, created an RFP, evaluated applications, and awarded $25,300 in grants. The youth spearheaded a special project to address homelessness by conducting a tri-city clothing drive.

• Leadership Worcester kicked off the fourth cohort by participating in the United Way’s Day of Caring; work began to launch a formal alumni group; and we saw one alum announce her run for Worcester City Council while another was elected to the Boylston Planning Board, crediting the program for preparing them to step forward.

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935984.indd 2 4/23/19 1:08 PM COMPASSION Creative Worcester and Worcester’s first Cultural Plan IN ACTION In partnership with the Worcester Cultural Coalition and the City of Worcester, the Foundation has The Foundation invests in nonprofits that are spearheaded development of a Cultural Plan for the City of Worcester. Now drafted after a year of working every day to increase the quality of gathering community input, the plan, once finalized, will be incorporated into the city’s 10-year master life for all in our community. Compassion, and strategic plans. imagination and know-how are evident in As part of its Creative Engagement Initiative, funded by a $500,000 Barr Foundation grant, the following stories, which present a variety the Foundation worked with consultant Creative Community Builders to convene a series of public of grantees whose work focuses on the meetings. Meanwhile, the Worcester Cultural Coalition conducted an online survey. This input process concluded with an October meeting at the Hanover Theatre that drew more than 100 participants. fundamentals: providing children with a strong Community priorities include public spaces conducive to cultural experiences that draw all sectors of start for success in school and life; increasing the community and events that engage children and families. access to food security, decent housing, and With its first formal cultural plan, the city will gain an agenda to guide private and public investments a livelihood; and celebrating our diversity that build on Worcester’s distinctive arts and cultural resources to enhance quality of life for all. through a rich cultural life.

NURTURING HEALTHY DEVELOPMENT...... 4

GROWING FOOD SECURITY FROM THE GROUND UP...... 6

CATALYZING COMMUNITY THROUGH THE ARTS...... 8

A BETTER LIFE BEGINS WITH THE BASICS...... 10

The final cultural planning meeting in October drew more than 100 participants from the community.

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935984.indd 3 4/25/19 1:14 PM NURTURING HEALTHY DEVELOPMENT

Since 2015, the Foundation’s EARLY CHILDHOOD has pioneered a program that helps immigrant and refugee parents INITIATIVE has been working to nurture healthy development communicate effectively with their children’s teachers and clinicians. of children during their formative first years. Recognizing that a CHI prepares and employs interpreters who serve as cultural and strong start yields gains that last a lifetime, the Initiative is striving linguistic navigators—a role that extends well beyond translation. to advance community-wide access to resources that foster a child’s Trained by CHI in the concepts and terminology of early childhood ability to thrive—from quality prenatal care and early education pedagogy and coached to handle complex meetings that convene a host through programs that stem summer learning loss and enhance of diverse specialists, the CHI navigator enables parents to understand third-graders’ literacy and social proficiencies. the services that the child needs and avoid mistrust, shame, and fear. Through cross-sector partnerships and strategic grantmaking, the A Foundation grant enables CHI to meet steep demand for these Foundation’s Early Childhood Initiative intends to close an achievement specialized interpreters from early intervention programs serving gap that sets in early and hinders entire lives in Worcester, where just at-risk children who range from infants to eight-year-olds. 38 percent of third-graders read at grade level. In 2018, the Foundation “Once apprehensive parents see the rationale of proposed services,” Learning is a joy completed planning of a five-year pilot project designed to improve says Executive Director Joanne Calista, “they willingly take part in at the YMCA’s Greendale Center kindergarten through third-grade outcomes of local children. programs that benefit their vulnerable children.” through the The Foundation will be launching its PRENATAL-3RD GRADE An Early Childhood Initiative partner and grantee from the Worcester Family LEARNING HUB in two public schools, Woodland Academy start, EDWARD STREET CHILD SERVICES advocates on behalf Partnership, where and the Canterbury Street Magnet School. They will be hubs where of children, parents, and child care providers to increase the quality stories, art, and neighboring families obtain integrated education, health, and social and affordability of early childhood education and improve the training parent-child play groups engage services that enrich child development from before birth through grade and pay of its workforce. Spearheading a multi-year effort to elevate each child. three. Collaborating agencies will include the Family Health Center support and investment from city, business, education, and health of Worcester and the Worcester Family Partnership. sectors, Executive Director Eve Gilmore regards a recent milestone as Worcester is home to many newcomers from other countries, a major step forward. “The city’s youth violence prevention program and families struggling to learn English and adapt may have difficulty is elevating our early childhood agenda as a prevention strategy. This accessing services if their children are in distress. The CENTER FOR renowned program recognizes that by investing in a healthy start for HEALTH IMPACT, an innovator in health and education equity, our children, we raise a healthier and safer community.”

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935984.indd 4 4/23/19 1:08 PM 935984.indd 5 4/25/19 1:14 PM GROWING FOOD SECURITY FROM THE GROUND UP

“ Farm to table” is a popular trend in Wilson. “They depend on SNAP, WIC, and high-end dining. The phrase can also describe senior coupons. We’re pleased that their grantee projects that link neighborhoods coupons double in value at nearby farmers’ in so-called “food deserts” with affordable, markets.” sustainable sources of fresh produce. Each After 17 years developing community creates a local food economy that connects gardens in low-income areas of North Central residents with each other and nearby farmers Massachusetts, GROWING PLACES is and fosters healthier eating habits. building on its local roots to reduce food In 2016, the nonprofit Muslim Community insecurity region-wide. Executive Director Link introduced BLACK SEED FARMERS MARKET, which sells Ayn Yeagle, a registered dietitian, envisions local food hubs that bring Community Harvest Project (this page) fresh produce from nearby farms and locally made foods such as cheese fresh produce into the region’s food deserts. “All of our communities grows vegetables to and honey. Its new indoor market runs five days a week in the Denholm want more access to healthy, whole food,” says Ayn. “Lacking public order for Jeremiah’s Building, where many of its customers also access social services. transportation, they need nearby sources. With innovative strategies Inn (opposite), where Neighbors mingle with each other and the immigrant and refugee that involve residents and youth, our community gardens and local South Worcester youth employed and mentored by Black Seed. “While gaining skills in producers could be the backbone of a network connecting growers residents obtain nutritious staples running a business,” says Imrana Soofi, MCI founding director, “our and consumers in both urban and rural communities.” and seasonal young employees feel appreciated and part of their community.” COMMUNITY HARVEST PROJECT is growing a community produce. Serving South Worcester residents with low incomes and little while relieving hunger. Each year, more than 8,500 volunteers produce access to fresh produce, JEREMIAH’S INN runs the city’s largest about 250,000 pounds of fruits and vegetables and deliver their harvest food pantry. From summer through fall, Jeremiah’s obtains produce to food pantries large and small. Volunteers arrive alone and in groups grown to order from Community Harvest Project and hosts a 60-bed and return year after year. Groups from companies such as Dell have community garden. Seasonal farmers’ markets in University Park also been coming for a decade. A team known as the Tuesday Crew has offer local produce, and Jeremiah’s trains clients to shop for and prepare mastered tree pruning and cider making. “Our volunteers are drawn nutritious meals. “Many of our clients are elderly or single-parent by our mission and beautiful settings,” says Executive Director Kat households with young children,” says Executive Director Janelle Edwards, “and the joy of working together on behalf of others.”

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935984.indd 7 4/23/19 1:08 PM 8

935984.indd 8 4/25/19 1:14 PM CATALYZING COMMUNITY THROUGH THE ARTS

Our Creative Engagement Initiative extends “Chamber music too is about connection, the well beyond developing a Cultural Plan. In 2018, as interaction of musicians with each other and the one of five community foundations chosen by the audience,” says Tracy Kraus, executive director of the Barr Foundation to join its Creative Commonwealth WORCESTER CHAMBER MUSIC SOCIETY, Initiative, we received a two-year $500,000 grant founded in 2006 by Tracy and fellow musicians. The along with expert guidance to strengthen our cultural Society stages 20 concerts a year and runs an intensive sector. In July, the Foundation awarded five arts strings program for city youth. With the grant, they organizations with grants of $30,000 to $70,000 and added a third site serving refugee youth; doubled has convened the grantees bimonthly to learn and share orchestra days to twice a week; expanded its free best practices. concerts; and hired a part-time grantwriter. “We want to grow,” says ARTSWORCESTER, celebrating it 40th anniversary, has a new Tracy, “and connect more people through music.” Connecting diverse traditions and home in the historic Printers Building, an incubation hub in the heart of Artists living in Main South founded MAIN IDEA in 2011 as a audiences, ensembles free, weeklong summer arts program. With the grant, Main IDEA has downtown. The nonprofit is investing its grant in marketing, including from Crocodile River multilingual outreach and a 2021 juried exhibition of artists new to the more than doubled its programming and drawn more youth through Music and Worcester region, including refugees. activities including open mic nights, quarterly concerts, an after-school Chamber Music “We want our artists and audiences to reflect our region’s drama program, and a weekly teen arts program. “Our experiment Society (opposite) demographic diversity,” says Executive Director Juliet Feibel, PhD. worked,” says Executive Director Joy Murrieta, the nonprofit’s sole perform together at Mechanics Hall. “Audiences follow artists, and we are building a more diverse artist employee. “Through the arts, we are helping youth find their voice

corps. This process will take time.” and cultivate a positive sense of self.” A young artist CROCODILE RIVER MUSIC engages groups of all ages in the Now celebrating its 160th season as a presenter of international (this page) high-energy music, dance, and art of Africa. The grant and learning performing artists, MUSIC WORCESTER is refashioning its web site participates in a cohort are helping the organization, now in its seventh year, transition to fully support mobile devices and conducting its largest-ever digital Main Idea summer into an independant nonprofit. “We want to become a cornerstone advertising campaign. “Through our grant and learning cohort, we are arts program. institution, using our music to connect people,” says Zach Combs, gaining new tools to build and track audiences,” says Executive Director co-founder and director. “You needn’t master African music to enjoy it. Adrien C. Finlay. “Our goal is to increase newcomers by 20 percent this Playing it brings a smile to your face.” season. But developing lasting relationships is a long-term process.”

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935984.indd 9 4/23/19 1:08 PM A BETTER LIFE BEGINS WITH THE BASICS

For most people, employment is the main route to economic offerings for the newly employed, Job Fare Kits, include a 31-day independence. But securing a job with a living wage along with WRTA bus pass, a voucher for a free haircut, and a $10 café debit card. decent and affordable housing can elude those who have little or no Transforming lives and neighborhoods, WORCESTER money or struggle with other major obstacles—including individuals COMMUNITY HOUSING RESOURCES turns abandoned and in recovery from illness or addiction, women and children fleeing condemned properties into quality affordable housing. When Ascentria domestic violence, veterans, refugees, and the formerly incarcerated. Care Alliance needed a new home for 10 teenaged mothers and their (Above) Worcester Community Housing Foundation grantees provide effective, compassionate assistance to children, WCHR found a building in an ideal location and in eight Resources develop men and women in need as they aspire to better lives. months converted it into a beautiful home tailored to residents’ needs. projects that address DRESS FOR SUCCESS WORCESTER offers more than attire Another WCHR project turned a former chair-making factory in identified housing to its clients, women referred by social service agencies for support Gardner into a 78-unit, state-of-the-art assisted living facility, one of needs within the and preparation as they seek employment. While helping each woman just two in the state exclusively serving low-income elders. community. select a flattering suit, staff and volunteers also provide coaching that Also a certified property receiver, WCHR acquires abandoned (Opposite) Building includes resume feedback and interview role-plays. properties, brings them up to code, and returns them to market as from inside out, a Guidance continues once the woman secures a job. She returns affordable housing. As commercial ventures, such projects can languish Dress for Success client gains the for a smart, career-ready capsule wardrobe as well as a review of for years. “With our array of tools as both a developer and community confidence to the strengths she brings to her employer. She is also invited to join a lender, we can expedite these projects,” says Executive Director present her monthly career development group. “We level the playing field,” says Dominick Marcigliano. “It’s rewarding to see blighted buildings strengths as she Executive Director Justina Lachapelle, “by helping each woman see quickly become quality homes.” seeks employment and present herself in the best light.” The next stop for new occupants might be FRESH START and pursues a career. A bus pass can be a ticket to opportunity, such as a job, or the FURNITURE BANK, which provides families referred by social means to reach a medical appointment. Each month, TASKS FOR service agencies with high-quality donated furniture and housewares TRANSIT provides a set of 10 free, all-day Worcester Regional for free. “We stock just about everything to completely furnish a Transit Authority bus passes to 27 social service agencies, which in starter home,” says Geoffrey Schultz, president of Fresh Start, which turn distribute them to clients. “It’s a little thing that can change the in 2018 served 595 families. “Many people come to us with absolutely arc of someone’s life,” says CEO Steve McClure. “These passes go to nothing. Our volunteer personal shoppers assist them in creating a well people who often choose between a meal and bus fare.” The nonprofit’s furnished home. We give people an uplifting experience.” 10

935984.indd 10 4/23/19 1:08 PM 935984.indd 11 4/25/19 1:15 PM 1 Big Brothers/Big Sisters of Central Mass/Metrowest GRANT 15-40 Connection $7,600 $20,000 HIGHLIGHTS Blackstone Valley Boys & Girls Club $7,500 A Bosler Humane Society $1,850 On the following pages is a listing of organiza- Box 4 Special Services Canteen Association $1,000 Abby’s House $42,939 tions that received $1,000 or more from our Boy Scout Troop 159 $1,500 African Community Education Program $38,000 discretionary, field of interest, donor advised, Boys & Girls Club of Lunenburg $5,000 AIDS Project Worcester $3,390 agency or designated funds. It is through the Boys & Girls Club of Webster-Dudley $5,000 Al-Hamra Academy $2,220 Boys & Girls Club of Worcester $65,604 generosity of the many donors who established All Out Adventures $1,000 Building Futures $19,500 these funds that these grants are made. (Not All Saints Episcopal Church $22,543 included: grants made outside of Massachusetts Alzheimer’s Association Massachusetts/New Hampshire C and scholarship awards to individuals.) Chapter $5,000 American Antiquarian Society $79,202 Camp Putnam $10,500 American Red Cross of Central and Western Canal District Alliance $5,200 2018 Grants by Fund Type Massachusetts $10,250 CASA Project $143,400 Angels-Net Foundation $5,000 Catholic Charities Worcester County $13,000 In Millions Anna Maria College $17,500 $3 Center for Health Impact $18,000 Ansaar of Worcester $3,180 Center for Nonviolent Solutions $6,600 Appalachian Mountain Club $5,000 Central MA Housing Alliance $13,290 $2.86 A.P.P.L.E. Seed $4,000 Central New England Equine Rescue $5,000 Apple Tree Arts $16,250 CENTRO $2,000 $2 Art in the Park, Worcester $10,100 Children’s Dyslexia Center of Central Massachusetts ArtsWorcester $104,200 $2,730 Ascentria Community Services $25,000 Children’s Friend $54,786 Assumption College $1,000

$1.71 Clark University $19,290 Athol Area YMCA $2,000 Clinton Adult Learning Center $7,500 $1 Auburn Youth and Family Services $10,000 Coalition for a Healthy Greater Worcester $5,000 Audio Journal $8,551 College of the Holy Cross $3,500 $0.96 Community Harvest Project $74,550

$0.66 B Community Health Connections $5,000

$0.46 Bancroft School $44,512 Community Healthlink $28,456 Barton Center for Diabetes Education $5,000 Community Legal Aid $26,180 Be Like Brit Foundation $6,350 Community Servings $9,780 Becker College $3,000 Congregational Church of Grafton $2,120 Best Buddies Massachusetts $4,000 Creative Hub Worcester $2,500 Crocodile River Music $83,000 Cub Scout Pack 159 $1,500

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935984.indd 12 4/23/19 1:08 PM D Girls Inc., of Worcester $41,754 DCF Kids Fund $25,000 Grafton Land Trust $1,240 Devereux Center of Massachusetts $2,340 Grafton Little League $26,000 Diocese of Worcester $56,490 Greater Worcester Land Trust $9,650 Dismas House of Massachusetts $28,500 Growing Places Garden Project $11,500 Dress for Success Worcester $5,470 H E Habitat for Humanity MetroWest/Greater Easter Seals of Massachusetts $1,771 Worcester $7,500 EcoTarium $107,000 Harrington HealthCare System $1,000 Edward M. Kennedy Community Health Center Harvest Fair Committee $3,500 $42,735 Holden Senior Center $1,160 Edward Street Child Services $85,000 HOPE Coalition $138,360 Elder Services of Worcester Area $33,734 I F Institute for Energy and Sustainability $15,000 Family Health Center of Worcester $114,340 Interfaith Hospitality Network of Greater Worcester Family Services of Central Massachusetts $1,151 $10,000 Community Harvest Project Fathering Fathers $2,500 First Baptist Church of Worcester $25,000 J First Congregational Church of Shrewsbury $1,452 Jacob Edwards Library $1,500 First Congregational Parish, Unitarian Petersham Jeremiah’s Inn $12,090 $17,750 Jesus Life Center United Methodist Church $10,000 First Unitarian Church $42,554 Jewish Federation of Central Massachusetts $2,505 Friendly House $29,000 Joshua Hyde Public Library $1,090 Friends of St. Luke’s $7,500 Joy of Music Program $19,970 Friends of the Shrewsbury Public Library $7,500 Future Focus Media Cooperative $7,500 K G Kennedy Donovan Center $12,000 Kids Cafe of Worcester $4,000 Gale Free Library $1,350 Gardner Community Action Committee $1,500 L Gardner Public Schools $2,500 Genesis Club $29,500 Latin American Health Alliance of Central MA $10,000 Girl Scouts of Central and Western Massachusetts Latino Education Institute of Worcester State University $8,415 $43,000 Crocodile River Music at Mechanics Hall

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935984.indd 13 4/25/19 1:15 PM Leicester Christmas Display $5,000 New England Grassroots Environmental Fund $2,300 Leicester Council on Aging $7,000 NewVue Communities $20,000 Leicester Little League $5,000 Nichols College $2,220 Leicester Middle School Council $1,000 North Brookfield Youth Center $10,000 Leicester Summer Concert Series Committee $2,800 North Quabbin Citizen Advocacy $7,000 LGBT Asylum Support Task Force $6,100 Notre Dame Health Care Center $6,000 Literacy Volunteers of South Central Massachusetts O $36,000 LUK Inc. $5,000 Oak Hill Community Development Corporation $10,000 Old Sturbridge Village $19,000 M One Can Help $2,500 MAB Community Services – Central MA $6,175 One Worcester $1,000 Main South Community Development Corporation Open Sky Community Services $65,500 $12,500 Opera New England of Northeastern CT $3,500 Make-a-Change $1,000 Operation Outreach-USA $6,000 Mass Leap $5,000 Our Father’s House $15,000 Regional Environmental Council Massachusetts Audubon Society $48,040 Massachusetts Education and Career Opportunities P $22,500 Eli Mateo, artist $6,925 Pakachoag Church, U.C.C. $2,110 Matthew 25 $9,015 Pakachoag Music School of Greater Worcester $5,000 Milford Youth Center $3,000 Parent/Professional Advocacy League $7,000 Millbury Memorial Jr./Sr. High School $1,000 Park Spirit of Worcester $3,000 Millbury Public Library $1,600 Pathways for Change $19,000 Mohegan Council Boy Scouts of America $2,825 Pearle L. Crawford Memorial Library $24,557 Montachusett Interfaith Hospitality Network $15,000 Pernet Family Health Service $49,500 Montachusett Opportunity Council $9,900 Planned Parenthood League of Massachusetts $20,600 MSPCA-Angell $3,600 Preservation Worcester $18,101 Music Worcester $131,571 Pride Productions $5,000 Muslim Community Link $6,900 Princeton Land Trust $2,500 Problem Pregnancy of Worcester $3,000 N Q Nativity School of Worcester $16,000 NEADS (National Education for Assistance Dog Service) Quinsigamond Community College Foundation $33,550 $122,845 Worcester Youth Orchestra NEADY Cats $6,500 Quinsigamond Village Community Center $3,600

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935984.indd 14 4/23/19 1:08 PM R T Worcester Academy $42,015 Rachel’s Table $13,500 Tantasqua Education Foundation $2,000 Worcester Anti-Foreclosure Team $7,500 Rainbow Child Development Center $20,820 Tasks for Transit $6,500 Worcester Art Museum $234,000 Reach Out and Read $10,000 Tenacity $7,500 Worcester Center for Crafts $20,843 Refugee and Immigrant Assistance Center $20,000 Thayer Memorial Library $7,350 Worcester Center for the Performing Arts $14,500 Regatta Point Community Sailing $5,000 Town of Grafton $1,000 Worcester Chamber Music Society $94,039 Regional Environmental Council $23,500 Town of Leicester – Burncoat Park Sports Planning Worcester Common Ground $10,000 Render Creative/Main IDEA $30,000 Committee $5,000 Worcester Community Action Council $11,870 Restorer of Broken Bridges $11,500 Tri-Community YMCA $10,000 Worcester Community Housing Resources $10,000 Rise Above Foundation $5,000 Tri-Parish Community Church Food Pantry $2,500 Worcester County Food Bank $22,365 Rural Cemetery & Crematory $62,940 Tri-Valley, Inc. $10,000 Worcester County Horticultural Society $35,501 Trinity Lutheran Church $32,782 Worcester County Mechanics Association $7,500 S Worcester County Poetry Association $5,350 U Salisbury Singers $2,000 Worcester Cultural Coalition $15,000 Salvation Army Worcester Citadel Corp $12,005 UMass Memorial Foundation $55,834 Worcester Earn a Bike $4,670 Saori Worcester $7,500 United Presbyterian Church of Whitinsville $3,110 Worcester Education Collaborative $15,500 Second Chance Animal Shelter $12,890 United Way of Central Massachusetts $268,230 Worcester Foundation for Biomedical Research $4,221 Senior Citizen Club of Leicester $2,000 United Way of Tri-County $3,600 Worcester Historical Museum $191,830 Seven Hills Foundation $15,565 University of Massachusetts Graduate School of Nursing Worcester Impact on Sexual Health $5,000 Shine Initiative $17,500 $1,000 Worcester Interfaith $17,050 Shrewsbury High School $1,000 Worcester Jewish Community Center $15,150 Shrewsbury Public Library $2,300 V Worcester Polytechnic Institute $10,000 Worcester Public Library Foundation $9,520 Skyline Technical Fund $1,000 Veterans, Inc. $5,100 Worcester Public Schools $14,790 South Worcester Neighborhood Improvement Visitation House $6,000 Worcester Refugee Assistance Project $12,000 Corporation $1,500 VNA Care Network and Hospice $5,920 Worcester Regional Research Bureau $11,180 Southeast Asian Coalition of Central Massachusetts Volunteers of America Massachusetts $1,000 Worcester State Foundation $4,660 $41,500 VSA Massachusetts $5,000 Spanish American Center $11,800 Worcester Technical High School $6,771 St. Anne and St. Patrick Parish $4,000 Worcester Youth Center $52,500 W St. Anne’s Church $2,500 Worcester Youth Orchestras $9,181 St. Columba Catholic Church $1,250 WCUW $12,574 St. John’s Food for the Poor $4,000 Webster Public Schools $6,850 Y Whitin Community Center $20,949 St. John’s High School $1,000 Y.O.U., Inc. $90,280 Whitinsville Social Library $1,509 St. Joseph and St. Pius X Parishes $3,220 Yes We Care $3,000 Why Me & Sherry’s House $4,000 St. Mary School $2,500 YMCA of Central Massachusetts $32,365 WICN Public Radio $1,000 Steven Schwartz Magician $7,500 YWCA of Central Massachusetts $94,680 Straight Ahead Ministries $27,500

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935984.indd 15 4/25/19 1:15 PM DISCRETIONARY & FIELD OF Directors and Corporators Community Impact Fund NAMED FUNDS INTEREST FUNDS respond to pressing (2007) Individuals, families, and organizations entrust community needs. Eliza D. and Cora J. D. Dodge Fund (1985) the Foundation to manage their charitable Ruth and John Adam Fund (2000) Ruth H. and Warren A. Ellsworth Fund (1983) giving through named funds. Below is a listing Andrew N. Ahlfors and Helmi E. Ahlfors Fund (2002) EMC Community Fund (2000) of all named funds sorted by fund type George I. Alden Education Fund (2010) Environmental Grantmaking Fund (2002) Fairlawn Foundation Fund (1991) (followed by the year created). Lois Anne Memorial Fund (1993) Isabel K. Arms Fund (2015) Fallon/OrNda Community Health Fund (1996) Fund for the Arts and Humanities (1993) Charles H. Farnum Fund (2003) Nils Bjork Memorial Fund (1992) Marion Stoddard Fletcher Fund (1992) Robert W. Booth Fund in Memory of George F. Booth Warner S. and Mary F. Fletcher Discretionary Fund (1988) (2017) Olive I. and Anthony A. Borgatti Jr. Fund (1987) Founders Fund (1983) Robert S. and Helen A. Bowditch Fund (1990) Samuel Frank Charitable Fund (1993) Douglas P. Butler Fund (1998) Esther and Howard G. Freeman Fund (1984) William R. and Janet A. Carrick Discretionary Fund Garfield Berry Fund (1998) (2016) Ragnhild L. Gersdorf Fund (1994) Central Massachusetts Health Standards Fund (1990) GLBT Endowment Fund (2010) MARKET VALUE by FUND TYPE Haskell and Ina Gordon Fund (1980) (in millions) Brian M. and Maureen E. Chandley Fund (2017) Child Wellness Fund (2001) Margaret A. and Ralph H. Gowetz Fund (1990) Discretionary and Elva E. and John J. Chisholm Fund (1989) Greater Worcester Jaycees Fund (1997) Field of Interest Nathan and Barbara Greenberg Fund (1982) $61.7 Barbara E. and William E. Christensen Fund (1998) Community Ministries Fund (2006) Margery M. and O. Vincent Gustafson Fund (1980) Donor Advised Raymond P. Harold Discretionary Fund (1982) $20.9 Community Response Fund (2010) Dr. Harold M. Constantian Fund (1997) Francis A. and Jacquelyn H. Harrington Human Services Agency Fund (1992) $24.4 Fairman C. Cowan Fund (1995) Creative Worcester Fund (2017) Orville Harrold Fund (2006) Designated Bradley C. Higgins Fund (1982) $24.3 Lorraine Crepeau Fund (2006) Robert and Mary S. Cushman Fund (1978) Harriet Miller Hight Education Fund with the Association Scholarship of Colored Peoples (1982) Richard C. Daniels Fund (2001) $13.7 Dr. Leon, Arax and Sona Husisian Fund (2016) Anna S. and Warren G. Davis Fund (1998) Robert M. and Carolyn G. Hyde Fund (1998) Jean B. and Gilbert S. Davis Fund (1994) Jeppson Memorial Community Fund (1976) Rosemary Davis Environmental Preservation Fund (2001) Albert R. and Carolyn Jones Fund (1995) Frances S. and Francis H. Dewey III Fund (2010) Arthur E. and Janet S. Jones Fund (2017)

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935984.indd 16 4/23/19 1:08 PM John F. and Rayna Keenan Fund (1994) Corinne Charron Turner Fund (1986) Bradford J. Kemp Fund (2008) UniBank September 11th Emergency Personnel Marian B. Kubelus and Marian Zell Nesbit Memorial Education Fund (2002) Fund (1984) Water and Land Stewardship Fund (2000) Max H. Kuhner and Eloise A. Kuhner Fund (2005) Curtis G. Watkins Education Fund (1995) Dan R. and F. Ann Lewis Charitable Fund (2017) Mr. and Mrs. Robert H. Wetzel Fund (1983) Lund Pioneer Fund (2010) Robert J. and Anne C. Whipple Fund (1997) Main South Fund (1999) Irving N. and Annabel Wolfson Fund (1998) Frances F. Mansfield Discretionary Fund (1996) Worcester County Deputy Sheriffs Association Fund Barbara S. Massey Fund (2000) (1999) ACAR Fund Worcester Credit Bureau Fund (1992) Mini-Grants Fund (2002) The Association of Central African Republic Families James J. and Patricia A. Moynihan Fund (2003) Worcester Executives Association – Dana DeAngelis McDonald Fund (2000) has created this donor advised fund to support clean Organization Assistance Fund (1996) Youth Opportunity Fund (1981) water and basic health services for the people of Partnership Fund (1990) the Central African Republic (CAR). Founded in Marlene and David Persky Fund (1997) DONOR ADVISED FUNDS allow 2012, the Worcester-based organization’s members Ann J. and Richard Prouty Fund (1988) donors to suggest grants at their convenience. include several hundred refugees resettled in the Providence & Worcester Railroad Company Fund (1991) ACAR Fund (2018) NEW United States and Canada, along with friends and Quota International of Worcester Fund (1998) Rosalind Lee and Victor Ambros Fund (2014) supporters. Melvin and Martha Rosenblatt Fund (1985) Argitis Family Fund (2004) “Refugee families were forced to flee when their Saint Vincent Healthcare Fund (1999) Elkanah B. Atkinson Community and Education Fund villages were attacked,” says the organization’s Carol L. Seager Fund (2014) (1986) treasurer Noreen Smith, chief development officer Seven Hills Youth Fund (1995) Auburn Foundation (2002) of the Family Health Center of Worcester and a Norman L. and Dorothy A. Sharfman Fund (2004) Bartholomew and Company Anniversary Fund (2014) former Peace Corps volunteer in the CAR. “When Sumner Lee Sharfman Fund (1984) Jane Bath Fund (2007) stability returns, this fund will be used to establish a Shepherd Knapp School Fund (1979) Belanger Family Fund (2013) Evelyn and Sumner Silver Fund (2007) JoAnn Waite Bennett Memorial Fund (2010) health clinic to care for neighbors who remain in the H. Arthur Smith Funds (1986) Olive I. and Anthony A. Borgatti Jr. Donor Advised country.” Isaac Southgate Fund For Leicester (2010) Fund (1987) “These families have suffered tremendous trauma Spag’s Supply Fund (1986) Bowditch & Dewey Fund (1990) and loss,” says Noreen. “While working multiple jobs Harry G. Stoddard Fund (1992) Bozenhard Charitable Fund (2005) to make ends meet, they sacrificed to build this fund. Estelle M. Sullivan Fund (2003) James C. and Glenna A. Brunner Memorial Fund (2011) The Foundation is a wise choice to safeguard and Gilbert H. Sundberg Fund (1987) James R. Buonomo and Paula Rowse Buonomo Fund grow these hard-earned dollars, and make it easier (2013) D. Russell and Atsye S. Taft Fund (1992) for others to contribute.” George S. and Tammy Butler Fund (2007) Joseph A. Tosoni Fund (2002) NEW FUND

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935984.indd 17 4/25/19 1:16 PM Marcia Butzel Fund (2001) Barbara H. Gaudette Fund (2007) Mitra Family Joy Guru Fund (2013) John J. and Elaine C. Cahill Family Fund (2012) Lillian R. Goodman and Mary K. Alexander Fund Barrett and Mahroo Morgan Donor Advised Fund (2008) Wynne L. Chase Fund (1998) for Nursing Education and Research (1999) James J. and Patricia A. Moynihan Donor Advised Children’s Christmas Fund (1991) David R. and Rosalie A. Grenon Fund (1986) Fund (2003) Clearbrook Fund (2015) Mary B. Grogan Fund for Youth (2001) John M. Nelson Fund (1990) Maureen Logan Coghlin Fund (2001) Robby Guyott Memorial Fund (2013) Nunley Family Fund (2013) Herbert B. and Jayne Cohan Fund (2000) Newell and Betty Hale Fund (2001) Ernest Osterman Family Fund (2004) Paul E. Cohan Fund (2000) Raymond P. Harold Memorial Fund (1982) Pakachoag Church Fund for Human Understanding (1999) Dr. James J. Convery and Tracy A. Craig Fund (2009) Herlihy Family Memorial Fund (2017) Frances M. Herron Fund (1997) Arthur M. Pappas and Martha R. Pappas Donor Hugh W. and Harriet K. Crawford Fund (2004) Advised Foundation (2002) J and J Fund (2014) Elizabeth A. Culhane Memorial Fund (2000) PEACE Fund (2014) Arthur H. and Elizabeth A. Jay Fund (2017) Jeanne Remillard Curtis Fund (1999) Pelletz Family Fund (2003) Jeppson Memorial Fund for Brookfield (1976) Geoffrey Dancey and Rashida Garcia-Dancey Family PENTA Legacy Fund (2016) Fund (2014) Gertrude Alice Johnson Fund (2002) Town of Petersham Fund (1984) Rosemary Davis Memorial Fund (2000) Shirley S. Kane Family Fund (2014) Pitcher Family Fund (2014) Dana L. DeAngelis-McDonald Memorial Fund (2002) Keamy Fund (2014) Pyle Fund (1986) Gene J. DeFeudis Fund (2005) William and Maureen Kelleher Charitable Fund (2008) Marla Maykel Pyle Fund (2001) Martha L. and William P. Densmore Fund (1999) W. David and Lee Norton Kelly Family Fund (2002) Rawji Conservation Fund (2013) Henry B. and Jane K. Dewey Fund (1994) Kirby Foundation Fund (2007) Mary and William Ritter Fund (2018) NEW Morgan B. and Loretta R. Dewey Fund (2001) Augusta H. Kressler, M.D. Fund (2002) Paul and Fay Rossley Fund (1995) Carolyn Knight Dik Fund (1998) George and Anna Krikorian Family Fund (1994) Dan Salmon Fund (2015) Ross and Lisa Dik Fund (1993) Lionel M. and Cynthia E. Lamoureux Fund (2000) Salois Family Fund (2010) Barbara M. and Irving James Donahue Jr. Fund (1993) LaVigne Family Fund (1992) Donna R. C. and John E. Sansoucy Fund (2006) Kevin Dully Memorial Fund (2015) Leicester Savings Bank Fund (1997) SASA Fund (2011) Lillian Knowles Eldred Fund of Pakachoag Church for the Peter H. and Catherine H. Levine Fund (2007) Janet W. Schuyler and Stanley H. Gutridge Fund (1997) Support of Sacred Music (1999) David J. Lionett Fund (2004) Charles E. Scott Community Fund (1997) Finnish American Social Club Fund (1998) Lisi-Greene Fund (2004) Mark and Elise Seeley Fund (2018) NEW Lucille Alma Flynn Fund (2016) MacLean Family Fund (2004) Alice C.A. Sibley Fund (2004) Fontaine Fund (2003) Donald J. and Tina Mancini Family Fund (2014) Charles E. Soule Paul Revere Insurance Group Descendants of Lucille and Richard Fontaine Family Sandy C. Marks Jr. Biomedical Education Fund (2003) Fund (2017) Centennial Fund (1995) Charles H. McDonald Memorial Foundation (2005) Francis A. Ford and Shirley A. Doyle Fund (2011) Stillman Family Fund (2017) C. Jean and Myles McDonough Fund (1988) John V. Frank Fund for Pomfret Area (2011) Stonewall Fund (2008) Winifred Meany Killay and Matthew Meany Memorial Candi Tiarks Cancer Research Fund (1996) Friends of Learning in Killingly Fund (1998) Fund (2003) Margaret and Gordon Torgersen Fund (2000) Gerald and Patricia Gates Fund (2017) Metzger Family Fund (2010)

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935984.indd 18 4/23/19 1:08 PM Traina Family Youth Development Fund (1999) Catherine Burgholzer Memorial Scholarship Fund (2014) Marilyn M. and Russell S. Fox Scholarship Fund (2010) Tree Fund (2000) William P. and Carolyn C. Cannon Scholarship Janet Fraser Scholarship Fund (1999) Trust in Kids Fund (1987) Fund (2012) John F. Freeland Memorial Fund (2005) Amos E. and Ann Laura Wasgatt Fund (1997) Edward Carien Scholarship Fund (2010) Friends of Rutland Heights Hospital Permanent Barbara Wasgatt Memorial Fund (2015) Carrick Foundation Scholarship (2000) Fund (1993) Meridith D. Wesby Founders Fund (2012) Charlton PTO Fund (1999) Judge and Mrs. William Garbose Fund (1998) Courtney C. Wetzel Memorial Scholarship Fund (2012) Class of Tomorrow Scholarship Fund (2012) Derek Gaudette Memorial Scholarship Fund (1995) Todd H. Wetzel Fund (1992) Mary Connolly Memorial Scholarship Fund (1999) General Scholarship Fund (1990) Whittier Family Charitable Gift Fund (2007) Robert P. Currie Scholarship Fund (2013) Paul M. Gervais Memorial Music Scholarship Fund (2018) NEW Glenda and Arthur Wolpert Fund (1999) Melvin S. Cutler Fund (1986) Matthew Gignac Memorial Scholarship Fund (1999) Worcester County Food Bank Fund to End Hunger (2011) Melanie Davidian Memorial Scholarship Fund (2017) Robert P. Goulet Memorial Scholarship Fund (1998) Worcester Postal Credit Union Charitable Fund (2014) Kelly A. Davis Memorial Scholarship Fund (2014) Grantee Agency Scholarship (1996) Youth for Community Improvement Endowment Fund December 3rd Scholarship Fund (1999) (2001) Admiral and Mrs. Louis E. Denfeld Scholarship Fund Greg’s Grant Fund (1997) (2007) Grynsel Educational Scholarship Fund (2006) SCHOLARSHIP FUNDS support Santo J. and Ellen M. DiDonato Memorial Scholarship Daniel Ha Memorial Scholarship Fund (2015) college tuition for area students. Fund (1999) Emil Haddad Jazz Scholarship Fund (2004) Richard and Jeanne Ahlquist Community Service Steve Drawbridge Memorial Fund (2008) Joseph F. and Claire L. Halvey Scholarship Fund (2002) Scholarship Fund (2015) John and Fran Duke Scholarship Fund (2004) George W. Hanson Memorial Scholarship Fund (2015) Wallace D. and Dorothy M. Andrews Scholarship Fund Richard and Carol Dymek Scholarship Fund (2006) Marty Hastings Memorial Scholarship (2010) (2011) Joseph D. Early Scholarship Fund (2006) Hedin Family Memorial Scholarship Fund (2007) Adolfo Arrastia Beacon of Light Scholarship Fund (2005) East Brookfield Scholarship Fund (2007) Maureen Henrickson Memorial Scholarship Fund (2004) Helen and Chuck Arsenault Memorial Scholarship Fund Stephen G. and Jacqueline A. Economos Scholar- Charles Hugo Community Service Award Fund (2007) (2000) Athlete Fund (2007) Debbie Anne Johnson Memorial Fund (1993) Auburn Woman’s Club Fund (2000) Jeffrey S. Edinberg Memorial Scholarship Fund (2002) Ken and Pat Jones Scholarship Fund (2014) AVID North Scholarship Fund (2004) Elm Park Community School Scholarship Fund (1987) Jenica Lynn Junnila Memorial Scholarship Fund (2000) Dennis Elroy Barry Memorial Scholarship Fund (2005) Emanuel’s Empowerment Fund (2012) Deborah A. Kaufman Scholarship Fund (1990) Belmont Street Community School Scholarship Fund John N. Engelsted Fund (1982) (2000) Lawrence M. and Augusta L. Keeler Scholarship Fred and Leona Eppinger Scholarship Fund (2007) Fund (1978) Loretta J. Belval Scholarship Fund (2002) Fairlawn Foundation Scholarship (1997) Bradford J. Kemp Scholarship Fund (2008) Bruce S. Bennett Fund for Community Journalism (2006) Mary R. Fedeli Memorial Scholarship Fund (2002) Max H. and Eloise A. Kuhner Scholarship Fund (2009) Mary Ann Binkoski Scholarship Fund (2011) Anita and Nathaniel A. Feingold Scholarship Fund (1994) Leonard F. Leamy Scholarship Fund (2006) Patricia A. and Robert M. Bourke Memorial Scholarship Norma and Saul F. Feingold Fund (1983) Fund (2014) Leicester High School Football Alumni Scholarship Finnish American Social Club Scholarship Fund (2003) Fund (2007) Mary and John Buckley Memorial Educational Fund (1998) Fitchburg Sportsmen’s Club Scholarship (2009) Leicester Samaritan Nursing Association Fund (1996)

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935984.indd 19 4/23/19 1:08 PM Leicester Savings Bank Scholarship (1999) Paul M. Gervais Memorial Music Scholarship Fund Leonide J. Lemire VFW Post 6055 Scholarship Fund (2017) Paul M. Gervais (1955 – 2013) loved to share the joy of music with his family and Lt. Colonel Irving A. and Colonel Marie C. Lepore Fund (2012) community. A graduate of Doherty Memorial High School (‘73) and Fitchburg State Mark MacPherson Lightbown Memorial Scholarship College (‘77), Paul played the trumpet but didn’t not stop there. Music was a constant Fund (1980) presence in his home and in his business—Kurlan Music Center in Worcester, a renowned Lincoln Village Scholarship Fund (2001) hub for musicians and highly regarded source of instruments and music services. Paul Mary Falby Logan and Francis Logan Jr. Scholarship Fund (2004) provided his expertise to musicians, schools, churches and charity events. “He was very Mary Sahagen Lonstein Scholarship Fund (2014) generous to all with his time and resources,” says Cathy Gervais, Paul’s wife. Lunenburg Opportunity Fund (1999) Music was Paul’s life and now his legacy through this fund, created by his family and Daniel Stephen Lussier Athletic Scholarship Fund (2010) L.W.V.O. Memorial Scholarship Fund (2010) friends. Each year, a $1,000 scholarship will be awarded to a high school senior interested Lieutenant James F. “Jay” Lyons III Memorial Scholarship in music. “Paul found ways to bring music to as many people as possible,” says Cathy. “Through this scholarship, we Fund (2001) will continue to spread his gift of music to others.” Magee Family Education Fund (2003) NEW FUND Frances F. Mansfield Scholarship Fund (1996) Ben P. Masterman Scholarship Fund (2013) Anthony E. Mickunas Memorial Scholarship Fund (1987) Margaret G. Wolcott Scholarship Fund Michael Minty Memorial Scholarship Fund (1988) Shrewsbury native Margaret G. (Smith) Wolcott died in March 2018 at age 99 after a long and productive life. By Patricia Proko Morris Memorial Scholarship Fund (2012) creating this scholarship through a bequest, Margaret is investing in future generations of young people from her Constantine Mina and Vasiliky Strates Moschos Scholarship Fund (2005) beloved hometown who share her aspiration for a full life. Anne Carey Murphy Memorial Scholarship Fund (2001) A 1937 graduate of Shrewsbury High School, Margaret earned a BA from Lasell College Nichols Academy Marilyn T. and Gerald Fels Scholarship and later, a master’s degree from Fairchild Business School. While she and her husband Fund (2001) Robert raised their son, Robert, Jr., Margaret progressed in her career, and at C.K. Arnold and Sylvia Nylund Scholarship Fund (2001) Smith, a heating oil supplier in Worcester, advanced to director and part owner. Sarah Daniels Pettit and William O. Pettit Jr. Scholarship Fund (1996) Although Margaret outlived her husband and son, she continued to nurture Richard W. Pierce Fund (1985) her family and community ties throughout her life. She was a proud grandmother, Project Aspire Fund (2011) great-grandmother and aunt. Through Margaret’s generosity, graduating Arthur J. Remillard Jr. Scholarship Fund (2001) seniors of Shrewsbury High School will receive scholarships based on academic Barbara Marks Rothschild Arts and Education Scholarship achievement and financial need each year. Fund (2004)

NEW FUND Ida and Murray Rotman Scholarship Fund (1985)

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935984.indd 20 4/25/19 1:16 PM Andrew Sala Memorial Scholarship Fund (1998) Worcester Woman’s Club Fund (1999) Ethel S. Cunningham Fund (1987) Doris Salzer Memorial Scholarship Fund (2012) Rev. Richard and Shirley Wright Emmanuel Baptist Sarah B. and Dix F. Davis Fund (2002) Erin Coonan Schmidt Scholarship for Health and Church Scholarship Fund (2016) David L. and Elizabeth O. Dean Fund (2012) Wellness Fund (2015) Densmore Community Fund (2011) Herbert D. Sherwin Memorial Scholarship Fund (2004) DESIGNATED FUNDS support one or more organizations in perpetuity. Henry B. and Jane K. Dewey Fund for Wellesley College William J. Short Scholarship Fund (2002) (2007) Alexander G. Simonatis Scholarship Fund (2004) Abby’s Empowerment Fund (2009) Jane Kenah Dewey Abbot/Andover Fund (2007) Claudia Simonian Scholarship Fund (2007) Hollis E. and Gwendolyn D. Alden Fund (1977) Directors and Corporators Fund (1984) Arthur J. Smith and Dorothy G. Smith Scholarship Clarence S. Arms Family Fund (1986) Douglas Center Cemetery Preservation Fund (1999) Fund (2005) Joan T. Barry Fund for Saint Mary School (2016) Marjorie G. and Elmer E. Ellison Jr. Fund (2001) Francine “Doc” Smith Scholarship Fund (2013) Elizabeth Trumbull Barton Fund (2004) Gerald J. and Dallas M. Eydenberg Fund (2011) Steelman Expository Writing Scholarship Fund (1999) Edward W. Bettke Scholarship Fund (2007) Norma and Saul F. Feingold Joy of Music Fund (2006) Swedish National Federation Fund (2001) Bolton Public Library Endowment Fund (2012) Norma Feingold Worcester History Prize Fund (2011) Tahanto Regional High School Scholarship Fund (1997) Barbara Allen Booth Fund (2001) Shirley Feldman Fund (2005) Paul E. Tarkiainen Art Award Fund (1995) Robert W. Booth Fund for the Worcester Historical Finnish Heritage Foundation Fund (1991) Cynthia and Harrison Taylor Scholarship Fund (2017) Museum (2002) First Congregational Parish, Unitarian Fund (2006) Kathleen Terry Memorial Scholarship Fund (2005) Bosler Humane Society Fund (1986) First Unitarian Church Fund (2006) Robert Thomson Scholarship Fund (2009) Bruce Breger Memorial Fund for BSA Troop 1 Patricia Fisher Fund (2006) Sumner B. Tilton Memorial Scholarship Fund (1985) of Northboro (2010) Paris and Marion S. Fletcher Fund for United Way (1992) Laurie C. Tinsley Scholarship Fund (2002) Brigham Hill Fund (2016) Marilyn M. and Russell S. Fox Scholarship Fund for H. Paul and Sara B. Buckingham III Fund (2000) Tobin Family Fund (1999) Non-Traditional Students (2010) Dr. and Mrs. Edward Budnitz Fund (1995) Mark W. Tripp Scholarship Fund (2011) Samuel Frank Designated Fund (1993) Cancer Care and Research Fund (1991) Wachusett-Worcester Love Your Neighbor Award Kimberley Lane Godard Memorial Fund (2012) Fund (2015) William R. and Janet A. Carrick Fund (1998) Lois B. and Robert F. Green Fund (2001) Arno and Roberta E. Wagner Scholarship Fund (2013) John Carter “High Five” Youth Hockey Fund (1996) Newell Hale Memorial Fund (2003) Reginald Washburn Scholarship Fund (1990) Polly C. and Joseph R. Carter Fund (1987) Francis A. and Jacquelyn H. Harrington Fund for United Webster Square Business Association Scholarship John P. Castagnetti Memorial Fund (2003) Way (1992) Fund (2002) Richard and Deanna Charves Fund (2011) Leroy Weiner Scholarship Fund (2000) Harris Family Fund (2001) Chesson Family Fund (1991) Paul J. Westberg Memorial Scholarship Fund (2000) Rosemary Marble Harris Fund (2001) Charles P. Ciaffone and Rose B. Ciaffone Fund (2005) Leonard H. White Scholarship Fund (2011) Ginette Harrison MD Memorial Fund (2002) Eleanor Laing Clifford Fund (2016) Margaret G. Wolcott Scholarship Fund (2018) NEW Hendricks House Preservation Fund (1999) Martha A. Cowan Fund (1987) Mary Olive Wood Scholarship Fund (1992) John and Frannie Herron Park Fund (2013) Crater-Ferraro Fund (2018) NEW Worcester Latino Coalition Scholarship Fund (1999) Honee A. Hess Partnership with Children Fund (1996) Hugh W. and Harriet K. Crawford Endowment Fund for Robert G. and Eliza C. Hess Fund (1979) Worcester Swedish Charitable Association Scholarship the Pearle L. Crawford Memorial Library (2006) Fund (2001) 21

935984.indd 21 4/23/19 1:08 PM Holden Council on Aging/Senior Center Fund (2003) Pomfret Community School Arts Fund (2006) Crater-Ferraro Fund Robert M. Hyde Family Fund for Beaman Memorial Practical Education Fund (2010) Public Library (2014) Lillian S. Pratt Fund (2007) Inspired by Jeppson Memorial Fund (1976) Hon. James F. Queenan Legal Services Fund (2011) William and Rose Jiji’s Fund (1999) John and Gloria Rauth Library Fund (2001) Abbott, who Marcia R. Katter Memorial Fund (2001) Arthur J. Remillard Jr. Fund (1993) invited neighbors Lawrence M. and Augusta L. Keeler Fund (1997) Renaissance Award Fund (2004) to raise food for Paul J. and Dorothy B. Kervick Fund (1996) Louise R. and John F. Reynders Fund (1987) families in Peter J. and Sophie Kosky Fund (1988) Marvin Richmond Fund (1998) Max H. and Eloise A. Kuhner Memorial Fund (2005) need at their Chapin Riley Fund (2000) Nathaniel A. Lane Memorial Fund (2014) Hopkinton farm, Ken Crater and Peg Ferraro John E. and Ethel E. Riley Outstanding Citizenship Prescott N. Lane Memorial Fund (2014) Award Fund (2010) brought the program to Grafton 20 years ago. Irving A. and Marie C. Lepore Fund (2012) Katharine Higgins Riley Fund (1991) Now a nonprofit organization with a board and Peter H. Levine Fund (2010) Rogers-Kennedy Memorial Fund (2003) a small staff, Community Harvest Project draws Peter H. Levine and Catherine H. Levine Fund Marion & Arthur Rossiter Fund for Evangelical thousands of volunteers who grow on average for the First Unitarian Church (2010) Congregational Church (2011) John W. Lund Fund (1993) Saul A. Seder Fund (1991) 250,000 pounds of produce each year for hunger Lund Leadership Award (2010) H. Arthur Smith Designated Fund (1986) relief. Most of the produce goes to Worcester Lund Unitarian Church Fund (2011) Khazma A. Soffan Memorial Fund (2000) County Food Bank. Frances F. Mansfield Fund (1996) Thurston E. Solomon and Everett J. Morter Memorial “Our nonprofit has a dual mission,” says Ken. “We Sonia Werblin Masterman Fund (2001) Fund (2013) grow nutritious produce to relieve hunger and give Howard J. and Dorothy R. McGuiness Funds (2004) Helen M. and Thomas B. Stinson Fund (2001) Robert and Helen E. Stoddard Fund for United Way families a healthy start. We also raise the quality of Micah Housing Corporation Fund (1981) (1999) Barrett and Mahroo Morgan Fund (2007) life in our community. Bringing neighbors together Sylvia Gafvert Stubblebine Fund (1989) Vasiliky Strates Moschos Memorial Fund (2002) to solve a problem—hunger—volunteers roll up Jean R. and Susan A. Therriault Fund (2017) Rani P. and Haribabu Muddana MD Fund (2001) their sleeves to benefit others and connect with one Carmen Tobin Nursing Scholarship Fund (1995) Marc Needleman Memorial Fund (2000) Polly and Dick Traina Fund for Y.O.U., Inc. (2009) another.” C. Bradford and Elizabeth C. Newell Fund (1999) A new designated fund makes it easy for neighbors William D. Wallace Executive Director Endowment Nichols Academy Scholarship Fund (2001) Fund (2014) to invest in CHP and sustain its dual mission. “The Norcross Heritage Fund (2004) Mary Louise Wilding-White Fund (1978) Foundation is an ideal partner,” says Ken. “It’s a Christopher J. Paskell Memorial Fund (2004) Harold Davis Woodbury Fund (1987) trusted, community-based organization that can Sarah Daniels Pettit and William O. Pettit Jr. Fund (1996) Worcester Animal Rescue League Fund (2007) Paul M. Pezzella Fund in Memory of Patsy and grow our fund in perpetuity.” Worcester Art Museum Booth Family Fund for Education Theresa Pezzella (1999) NEW FUND and Outreach (1999)

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935984.indd 22 4/25/19 1:16 PM Worcester Arts and Humanities Educational Collaborative Fund (2002) ArtsWorcester Fund Dismas House Fund Worcester Engineering Society Fund (1989) Celebrating it 40th anniversary in 2018 as the Dismas House of Worcester Historical Museum Robert W. Booth Fund for Salisbury Mansion (1995) go-to resource for artists in Greater Worcester, Massachusetts began its Worcester Regional Research Bureau Fund (1989) ArtsWorcester began designing a new dream home 30th year by creating an Worcester Street Tree Fund (2010) and building a permanent endowment. endowed agency fund. WTAG Christmas for Children Fund (2000) “Our longstanding dream has been to have a “Our work is not the gallery accessible to all as well as an endowed fund easiest to fund,” David AGENCY FUNDS are created by nonprofit organizations to benefit their operations or to sustain us for decades to come,” says Executive McMahon, co-director capital needs. Director Juliet Feibel, PhD. “Now, we’re gaining a of the nonprofit, which prepares former William and Rose Abbott Memorial Fund (2015) home available to all, built for art. And by creating prisoners to return Abby Kelley Foster House Fund (2008) our endowment with the Foundation, we’ll sustain to the community. “The Foundation was among Morris and Ethel Abramoff Joy of Music Scholarship our future. our first supporters, understanding that successful Fund (2012) “With our endowed fund, we’ll benefit from the reentry benefits the community as a whole. This American Red Cross of Central Massachusetts Foundation’s investment expertise, and we begin Fund (2000) new endowment will complement our multi-tiered to give back. We’re now donors to the Foundation, ArtsWorcester Fund (2018) NEW fundraising through private and public sources, farm which has helped us reach this happy juncture Auburn Youth and Family Services Endowment sales, and events as an investment in our future.” Fund (2000) through decades of grants, guidance, and valuable Dismas House programs include a 35-acre farm in Barre Players Endowment Fund (1997) training from its Nonprofit Support Center.” Oakham, where residents sustain the farm through Big Brothers/Big Sisters Mentoring Fund (1999) ArtsWorcester will be the street-level occupant their work; and a solar energy project that reduces Blackstone Valley Education Foundation Fund (2005) of the historic Printers Building, an incubation hub the Farm’s electric bills. Dismas expertise in clean Boylston Public Library Foundation Fund (2014) owned by Davis energy has led to a community-wide clean energy Boys & Girls Club of Worcester Fund (2008) Publications, Camp Putnam Agency Fund (2011) advocacy initiative. Its legal advocacy program, BAR art textbook Janet Alden Carrick Memorial Fund for the East None, helps former prisoners overcome barriers publishers. “We’ll Douglas Evergreen Cemetery (2006) to employment and reduces incarceration of first Country Store Building Fund (2017) be the face of the offenders. Pearle L. Crawford Memorial Library Endowment building,” says Juliet, “Through its grants and Nonprofit Support Fund (2010) “open to the heart Center, the Foundation strengthens bonds among Dismas House Fund (2018) NEW of downtown.” nonprofits,” says David. “We are thankful that our Douglas Historical Society Fund (2000) community stands behind us.” Dynamy Fund (1997) NEW FUND NEW FUND

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935984.indd 23 4/25/19 1:16 PM Patricia A. Fletcher Fund for Friends of the Gladys E. Kelly Friends of the Northborough Worcester Historical Museum Public Library Fund Library

Worcester Historical In 2018, the town of Webster gained a handsome Museum created this agency new library along with an endowment to expand fund with a $2.5 million library programs and resources now and for bequest from its long- decades to come. serving trustee, Patricia Already benefiting library patrons, the Allen Fletcher. endowment will fund new programs that include A third-generation classes in nutrition, basic finance, and job skills; In 2018, the Northborough Free Library celebrated Worcester native, a spring music series; authors’ readings; and the its 150th anniversary as a beloved hometown library. Pat graduated from purchase of laptop equipment and software. “We celebrated the entire year,” says Ellen Connecticut College, The Friends of the Gladys E. Kelly Public Library Church, of the Friends of the Northborough earned a master’s degree in library science from led a robust fundraising campaign—their first—and Columbia University, and spent most of her life in raised $1.9 million to create the endowment and Library, a nonprofit that funds museum passes and New York City, enjoying cultural pursuits and world help pay construction costs. “When we reached projects not covered by the town budget, including travel. $500,000, we knew we needed professional fund educational, cultural and social events. “We capped In 1997, after the onset of a serious health management,” says Tom Klebart, president of the our celebration by creating a fund to support such condition, Pat returned to Worcester and turned Friends, an all-volunteer nonprofit. “We looked programs over the next 150 years. Our fund is only her formidable talents to her hometown, serving on at investment firms. Other nonprofits, including going to grow with time.” the boards of the Worcester Historical Museum and libraries, told us about the Foundation, which Starting an endowment was a first for the Friends, the Audio Journal, among others. became our trustees’ unanimous choice. who were accustomed to raising funds through “Pat believed that understanding our history “We’re excited private donations and annual book sales. But after makes us better citizens,” says Executive Director to partner with the receiving a sizeable bequest, the Friends decided to William D. Wallace. “She believed Worcester’s Foundation, which invest in the library’s future. “Foundation leadership strong future is rooted in its past of diversity, provides excellent came to a meeting and helped us understand how innovation, and enterprise. Pat was a fierce and fund management spirited advocate of this museum as the place to tell the endowment would work and benefit the library,” and reinvests in our the stories of all who live here in the region. With says Ellen. “We all voted to establish the fund with community.” her magnificent gift, Pat helps us grow in perpetuity the Foundation, which has been helping our region as the people’s museum.” for a very long time.” NEW FUND NEW FUND NEW FUND

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935984.indd 24 4/25/19 1:17 PM East Douglas Evergreen Cemetery Company Fund and Wallen Memorial Trust (2005) India Society of Worcester Fund Edward M. Kennedy Community Health Center Fund (1984) Families of Indian descent form a large and vibrant Lois S. Feldman Fund (1990) population in the region, and many belong to the Patricia A. Fletcher Fund for Worcester Historical India Society of Worcester, a volunteer-run nonprofit NEW Museum (2018) that offers members a rich array of social and cultural Friends of Beaman Memorial Public Library Endowment activities. Fund (2011) The Society also provides services and events Friends of Gale Free Library Endowment Fund (1998) that engage the broader community, such as its Music Worcester Young Artist Friends of Hope Cemetery Fund (2011) free health clinic that delivers medical care to the Competitions Fund Friends of Northbridge Elders Fund (1997) underserved; and its wildly popular India Day Friends of the Gladys E. Kelly Public Library Fund With a generous bequest from the estate of Paul E. celebration held in August at the DCU Center. (2018) NEW Shannon DMD, Music Worcester created this agency “When we started in 1963, we were helping Friends of the Northborough Library (2018) NEW fund, which will establish the Dr. Paul E. Shannon college students find a bit of home away from home,” Friends of the Upton Town Library Fund (2007) Memorial Prize. says Ashish Cowlegi, Society president. “Drawn by Friends of the West Boylston Council on Aging Fund The prize will recognize the top performer in (2015) the quality of life and good schools in nearby towns, the vocal component of the annual Young Artists they raised families here, and so have their children. Julie Chase Fuller Endowment Fund for Mechanics Hall Competitions of Music Worcester. (1989) Now, we focus on sharing our strengths and our “With the passing of Dr. Shannon in 2016, we Green Hill Park Coalition Fund (2015) culture. lost a long-standing patron,” says Adrien C. Finlay, Roberta Gunn Fund for Board Development (2003) “Our new agency fund is part of this strategy. executive director of Music Worcester. “His mom, Hanover Theatre 1926 Society Legacy Fund (2015) While we are impressed with the Foundation’s who with his aunt sang in our chorus, started bringing Timothy J. Houston Memorial Fund at Joy of Music financial results, we also join many other non- him and his brother Robert to our concerts when he (2016) profits and deepen our relationships within the NEW was just four years old.” India Society of Worcester Fund (2018) community.” A highly regarded musicologist, Dr. Shannon Scoutmaster Harold “Jack” Jackson and Eagle Scout Jonathan Scott Gendron Campership Fund for BSA served as a judge of the Competitions for many years Mohegan Council, Inc. (2012) and was the main pre-concert lecturer for Music Jane Fund of Central Massachusetts Fund (2008) Worcester’s orchestral events. Joy of Music Program Beveridge and Frances Webster On March 4, 2017, Music Worcester brought the Endowment Fund (2000) Venice Baroque Orchestra to Mechanics Hall to Last Green Valley Fund (2016) perform Antonio Vivaldi’s “The Four Seasons” on Latin American Health Alliance of Central Mass period instruments and dedicated the concert to the Fund (2010) memory of Dr. Shannon. Priscilla Mason Endowment Fund (2014) NEW FUND NEW FUND

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935984.indd 25 4/25/19 1:17 PM MassEdCO Fund (2017) Wachusett Greenways Fund Matthew 25 Funds (2000) Millbury Public Library Endowment Fund (1991) Wachusett Greenways began connecting the Music Worcester Education Fund (2016) Wachusett communities with trails and greenways Music Worcester Young Artist Competitions Fund in 1995. The nonprofit group partners with town, (2018) NEW state and federal agencies, foundations, businesses, Worcester County Poetry National Memorial Trust Fund (1990) volunteers and members working to complete Association College Contest Fund Preservation Worcester Endowment Fund (2011) 30 miles of the Mass Central Rail Trail. Meanwhile Quinsigamond Community College Foundation Inc other groups across the Commonwealth are Susan Elizabeth Sweeney, PhD, poet, sculptor and Endowment Funds (2016) working to complete the 104 mile route between professor of arts and humanities at the College Rural Cemetery Fund (2006) Northampton and Boston. of the Holy Cross, has created this fund on behalf St. Mary’s Assumption Albanian Orthodox Church Endowment Fund (2012) Celebrating the 20th birthday of opening the of the Worcester Country Poetry Association to endow its annual College Poetry Competition, Straight Ahead Ministries Fund (2015) first Worcester County section of the Mass Central which she founded in 2008. Tatnuck Brook Watershed Fund (1996) Rail Trail last year, Wachusett Greenways hosted a United Way of Central Massachusetts Fund (1987) Its grants will fund two annual cash prizes: the 20-cake party and ribbon cutting for Central Mass Visitation House Inc. Fund (2017) Elizabeth Bishop Manuscript Prize and the Etheridge supporters and the community. Wachusett Earthday Inc. Fund (2015) Knight Performance Prize, named by Doctor The all-volunteer nonprofit also marked the year Wachusett Greenways Fund (2018) NEW Sweeney to honor two world-renowned poets who by creating an endowment for its future. “People West Boylston Historical Society Fund (2014) were deeply influenced by Worcester. will enjoy this trail for generations to come,” says Women’s Initiative Fund in Honor of Lois B. Green “Now five Foundation funds benefit our Colleen Abrams, president. “The Foundation (2009) organization,” says Rodger Martin, president of is a natural partner for sustaining our longevity. Worcester Area Association for the Education of the WCPA, which since 1972 has run readings, Young Children Fund (1998) Twenty years ago, the workshops, and events and also publishes a literary Worcester Chamber Music Society Fund (2013) Foundation gave us journal, The Worcester Review. The first fund was Worcester County Law Library Trust Fund (1998) a first grant to help established by Worcester native Stanley Kunitz Worcester County Poetry Association College Contest establish the Springdale NEW (1905-2006), the nation’s tenth poet laureate. Fund (2018) Mill Historic Site along “We’re a small nonprofit without the resources Worcester County Poetry Association Funds (2002) the rail trail. Together, to manage these funds,” says Rodger. “Foundation Worcester Historical Museum Fund (2002) Worcester Jewish Community Center Fund (2010) we work to enhance stewardship works beautifully, eliminating overhead Worcester Public Library Fund (1992) our community for the and freeing us to do what we’re good at— Youth Opportunities Upheld, Inc. Fund (1987) long-term.” supporting poetry.” NEW FUND NEW FUND

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935984.indd 26 4/25/19 1:18 PM THE ACORN SOCIETY: CREATING YOUR LEGACY

The Acorn Society honors individuals who have named the Foundation as beneficiary of a bequest, trust, retirement fund, or other asset. Just as an acorn grows into a mighty oak, a planned gift will yield enormous benefits to future generations. Acorn Society members are invited to attend donor education and appreciation events. Above all, they enjoy the satisfaction of knowing that their giving lives on. We are grateful to every member of the Acorn Society, including those who prefer to remain anonymous. For a confidential conversation, call us today.

A BEQUEST INVESTS IN Members Dennis F. and Frances C. Gorman Marsha R. and Philip L. Platt A TRUSTED PROCESS Anonymous (9) Martha P. Grace Bonnie M. Prescott A decade ago, Dix James C. and Colleen S. Abrams Suzanne E. Gray and Ernest J. Osterman John A. and Gloria W. Rauth and Sarah Davis Robert S. Adler David R. and Rosalie A. Grenon Azim Rawji and Robin Van Liew created a bequest Ann Bergman and Bill Glennon Claire L. Halvey William J. and Mary C. Ritter to the Foundation Edward W. Bettke Maureen Harrington Susan and C. Reid Roberts in their will. Their Mark P. Bilotta and Henry O. Ritter Richard E. Hedin Linda Carlson Romano Brian L. and Betty G. Bjurling Donald Inglis Scott and Lois Rossiter planned gift Maurice J. and Pamela K. Boisvert Shirley H. Jacobs Paul R. Rossley will fund causes Michael D. and Mary Ann S. Brockelman M Howard and Frances Jacobson Scott R. Rossley chosen at the James R. and Paula R. Buonomo Janet S. Jones R. Joseph Salois discretion of the Foundation. Kenneth F. and Nancy Candito Kenneth R. and Patricia L. Jones Sally S. Schenck “When I served on the board of the Brian M. and Maureen E. Chandley Richard J. Kisten Evelyn B. Silver Foundation,” says Dix, “I was very impressed Deanna and Richard Charves Sarah Lange Laurence J. and Alison D. Specter with its effort to help so many, and the care Elizabeth A. Clifford David P. Leach and Audrey Klein-Leach David C. Steelman and with which its committees select grantees and Richard P. Coonan Catherine H. Levine Virginia Theo-Steelman evaluate outcomes.” Dix currently chairs the Ken Crater and Peg Ferraro Ann Lewis Kelly A. Stimson grantmaking committee of the Foundation’s Joseph N. and Charlene M. Stolberg Dix F. and Sarah Davis Margaret D. Lincoln Fallon OrdNda Community Health Fund. James S. Demetry Ann T. Lisi Cynthia P. Strub “Dix has participated for years in the Henry B. and Jane K. Dewey Monica Escobar Lowell Laurie D’Amico Tigan entire grantmaking process, which makes Ross K. and Lisa F. Dik C. Jean McDonough Sumner B. Tilton Jr. Richard and Carol Dymek Satya B. and Supriya Mitra Cheryl Wilfong and William G. McKim giving through the Foundation particularly Barbara M. Fitts Barbara B. and Raymond E. Morin Robert and Dawn Wolf meaningful to us,” says Sarah. “And we Warner S. and Mary F. Fletcher Frederic H. and Victoria Mulligan David K. Woodbury know that our bequest will be applied Gerald and Jane Freed Linda C. Nelson Kimball R. Woodbury where it can do the most good in this Dina and Gerald L. Gaudette III Karen M. Nunley region that is our home.” Rodney M. Glasgow Jr. Martha R. Pappas

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935984.indd 27 4/25/19 1:18 PM Gifts to DISCRETIONARY & Daniel L. Fontaine CONTRIBUTORS FIELD OF INTEREST FUNDS Barbara H. Gaudette The Foundation received over $7.7 million in gifts Barr Foundation Gerardi Insurance Services, Inc. during 2018. We list those who contributed $250 Shari and Paul Belanger David R. Grenon Guru Tax & Financial Services, Inc. or more by fund type and extend our sincere Janet Carrick Residuary Trust Tucker M. Clark Herlihy Insurance Group gratitude to all who made a gift during the year. Fletcher Foundation Arthur H. and Elizabeth A. Jay Every effort has been made to ensure the Estate of Patricia A. Fletcher Robert D. Johnson accuracy of this list. If we have made an error, Sona Husisian Trust George O. Kataja Jr. please let us know. Arthur and Janet Jones Charitable Trust Donald and Yvonne Keamy Family Foundation of Fidelity Charitable Kirby Foundation Janet S. Jones Paul D. Lefrancois John and Rayna Keenan Mildred H. McEvoy Foundation Melvin Rosenblatt Ruth and Peter Metz Family Foundation Estate of Sumner Silver Putnam Bank Foundation Stoddard Charitable Trust Marla Maykel Pyle Richard L. Pyle Gifts to DONOR ADVISED FUNDS Gail T. Randall 2018 GIFTS by FUND TYPE Anonymous (2) Mary C. and William J. Ritter (in millions) ACAR (Association of Central African Republic) Paul R. Rossley Janice Ahola-Sidaway Richard N. Rust Donor Advised Saul J. and Sandra J. Ahola Joe and Joanne Salois Mary K. Alexander Donna R. C. and John E. Sansoucy Designated John and Ann Marie Argitis Mark Seeley and Elise Forbes Seeley Elizabeth and Ned Bacon Leonard Sidaway Scholarship Bank Hometown Barbara Crabtree Simonetta Bartholomew & Company, Inc. The Ivy Society Discretionary and Robert Beauregard Gale and Philip Torgersen Fund of Fidelity Charitable Gift Field of Interest Robin Beauregard Fund Law Office of Todd D. Beauregard, PC Ann Laura Wasgatt Agency James R. Buonomo and Paula Rowse Buonomo Worcester County Food Bank Center for Health Impact Charter Oak Credit Union Gifts to SCHOLARSHIP FUNDS = James J. Convery and Tracy Craig Anonymous (2) Carolyn S. Crane Irene M. Adamaitis Melvin S. Cutler Charitable Foundation Advantage Benefits Group Ross K. and Lisa F. Dik Alberto’s Ristorante 28

935984.indd 28 4/23/19 1:08 PM Norman Bitsoli Jeffrey Pichierri Elizabeth C. Newell Trust Carrick Foundation William J. Sands John D. O’Connell Janet Carrick Residuary Trust Richard Simonian Shirley A. Solomon James Coonan Scott A. Sinder Cynthia M. and Edward J. Stark Jr. Melvin S. Cutler Charitable Foundation Sneakerama, Inc. Jean and Susan Therriault David French Music Co., Inc. Brianne E. Spellane Worcester Historical Museum Patricia L. and Attila L. Dorogi Robert Spellane WTAG Listeners Heather and John F. Duke Jr. David C. Steelman and Virginia Theo-Steelman Yesod Foundation Christina D. Economos Telegram & Gazette Phyllis Edinberg Sumner B. Tilton Jr. Gifts to AGENCY FUNDS Educational Association of Worcester David N. Tinsley Abby’s House Robert E. Evans and Kathleen K. Evans Family Susan and Michael Tolar ArtsWorcester Foundation Arno and Roberta E. Wagner Scholarship Fund Dismas House of Massachusetts Peggy and Edwin J. Fedeli , Jr. Ann Laura Wasgatt Estate of Patricia A. Fletcher Feingold Companies Webster Square Business Association Friends of Beaman Endowment Committee Fels Family Foundation Margaret G. Wolcott Trust Friends of Northbridge Elders George E. Freeland Worcester Educational Development Foundation Friends of the Gladys E. Kelly Public Library George T. Gilson Worcester Sports Foundation Friends of the Northborough Library Hossein Hakim Friends of the Upton Town Library Hanover Insurance Group Foundation, Inc. Gifts to DESIGNATED FUNDS Heart of New England Council, BSA Richard E. Hedin Anonymous (1) India Society of Worcester Patricia A. Hertzfeld Ronald C. and Kay S. Baird Joy of Music Program, Inc. Horich Hector Lebow Advertising Joan Barry William G. Muller Lisa L. Hugo Edward W. Bettke Music Worcester InterGlobal Communication Group Bowditch & Dewey, LLP Quinsigamond Community College Foundation Kathryn Johnson Janet Carrick Residuary Trust St. Mary’s Assumption Albanian Orthodox Church Deborah A. Kaufman William R. and Janet A. Carrick Charitable Priscilla Short Kerr Remainder Unitrust Straight Ahead Ministries Leonard Kraus Deanna and Richard Charves Wachusett Greenways Learning First Foundation Tucker M. Clark West Boylston Elder Services Andrea Lightbown Elizabeth A. Clifford Worcester Center for the Performing Arts Ann B. Logan and Christopher C. Eccles GHM Industries, Inc. Worcester Chamber Music Society Mastermans, LLP Hanley LLC Fund at Vanguard Charitable Worcester County Poetry Association Terrence M. McMahon Endowment Program Worcester Historical Museum Medtronic Foundation Volunteer Grant Program John D. Hunt Worcester Jewish Community Center Middlesex Savings Charitable Foundation Robert M. and Carolyn G. Hyde Edward P. Yaglou J. Roger Ouellette Loomis, Sayles & Company, L.P. 29

935984.indd 29 4/25/19 1:37 PM Gifts to DIRECTORS & CORPORATORS FUND

Unrestricted donations provide the Foundation the flexibility to respond to both urgent and strategic needs, and help create a community that provides opportunities for all. We thank all who gave in 2018.

Anonymous (2) James R. Buonomo Henry B. Dewey Cynthia and Timothy Gray AAFCPAs Charitable Foundation Wanda L. Cantlin Morgan B. Dewey Ivan and Noreen Green Larry and Gloria Abramoff Jennifer D. Carey Digital Federal Credit Union Marty Green Jim and Colleen Abrams Kirk and Price Carter Donate Well General Fund David R. Grenon Kola Akindele Deb and Charlie Cary Jim and Carol Donnelly J. Michael Grenon David Angel Mattie Castiel Donald F. Doyle Dr. Abraham W. Haddad Roy C. Angel Linda Cavaioli and John Medbury Karen E. Duffy Gloria D. Hall Michael P. Angelini Francesco C. Cesareo Ellen S. Dunlap and Frank Armstrong Betsy and David Harris Abdulali F. and Amina Ansari State Senator Harriette L. Chandler Sandy Dunn Harvard Pilgrim Health Care Foundation Atlas Distributing, Inc. Brian and Maureen Chandley Susan West Engelkemeyer Ernest S. Hayeck Joycelyn Augustus Joy C. Child J. Irving England and Jane L. England Maria Heskes-Allard Robert and Beverly Bachelder Jeff and Beth Chin Charitable Trust Honee Hess and Phil Magnusson Linda Barnes Rabbi Valerie and Jonathan Cohen Estate Preservation Law Office Emily and James Holdstein Alex and Kelly Bartholomew J. Christopher and Catherine Z. Collins Barbara E. Fargo Kathryn and James Hunter Thomas and Lynora Bartholomew James E. Collins Saul F. Feingold Donald Inglis John and Kay Bassett Thomas J. Corrigan Fidelity Bank M Howard Jacobson Paul Belsito Robert J. Cousy Allen W. Fletcher Mr. and Mrs. Timothy M. Jarry Sarah Berry Tracy A. Craig Justin L. Fletcher Patricia L. Jones Norman Bitsoli Benjamin Craver Warner S. and Mary F. Fletcher Steve and Lee Joseph Elissa Boisvert Michael Crawford Jack and Robin Foley Kevin R. Kearney and Mary Mullaney Maurice and Pamela Boisvert Frederick G. Crocker Jr. Francis A. Ford and Shirley A. Doyle Alison C. Kenary George F. Booth II Jill C. Dagilis Forkey Family Robert M. Kennedy Mark A. Borenstein Geoffrey Dancey and Rashida David P. Forsberg Mansoor and Fauzia Khan Anne M. and Robert A. Bourgeois Garcia-Dancey Mark and Jan Fuller Lamoureux Pagano and Associates James Broadhurst Pamela A. David-Braverman and Patricia and Gerald Gates Richard W. Lavey Henry Braverman Michael D. Brockelman Lee and Dina Gaudette James B. Leary Dix and Sarah Davis Tony and Denise Brookhouse Eve Gilmore Diane L. LeClair Laurie and Phil Davis John H. Budd Martha P. Grace Patsy C. Lewis Eileen Riggs deCastro John E. Graham Joseph Lian Jr. Martha L. Densmore

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935984.indd 30 4/23/19 1:08 PM Robert G. Lian Wendy F. and Dennis M. O’Leary Carolyn and Howard Stempler Ann T. Lisi and Joel P. Greene Ruth Osterman Kelly A. Stimson IN MEMORIUM Linda Carre Looft Sahdev and Carolyn Passey Alan M. Stoll The Foundation family Monica Escobar Lowell Deborah A. Penta George and Sheila Tetler lost several treasured friends Susan M. Mailman and James R. Neil F. Petersen Jr. Troy B. Thompson during 2018, including… Chapdelaine Paul M. Pezzella David N. Tinsley Donald and Mary Maloney Stephen and Cynthia Pitcher Tuyet Tran Herbert B. Cohan Donald O. Maloney Jr. Jason Port Elizabeth Tripp Richard W. Dearborn Patrick and Kristine Maloney Christine M. Proffitt Kathryn Tsandikos Jonathan L. Mannina Marla Maykel Plye Randell L. Tucker Edwin J. Fedeli Sr. Senator Edward J. Markey Hilda Ramirez UBS Employee Giving Program Patricia A. Fletcher Mr. and Mrs. Christopher McCarthy Mary Lou Retelle Michael and Andrera Urban Lillian R. Goodman C. Jean McDonough Mary C. Ritter Wayne M. Ushman Tim and Nadia McGourthy Shelley and Todd Rodman Hasan and G. Naheed Usmani Nils Granfors Bob and Penny McLaren Laurie Ross James Vitiello David N. Grenier Jean G. McMurray Scott and Lois Rossiter Wyatt R. Wade Christopher and Jayne Mehne Paul Rossley William D. Wallace Richard H. Harris Peter Metz MD Ruth R. Rubin Matthew Wally Nason A. Hurowitz Katherine H. and John K. Metzger Kent dur Russell and Aisling Gaughan MD Victoria and James Waterman Mr. and Mrs. Erwin H. Miller Frank and Wendy Saba Charles S. Weiss Cynthia Rugg Lane Mirick Charitable Fund of T. Rowe Price Kimberly M. Salmon James A. Welu David G. Massad Program for Charitable Giving Jamie and Abby Salois Meridith D. Wesby John O. Mirick Beverly A. Pinjuv Paul F. Schlaikjer Mark and Barb Wetzel Satya Mitra Paul F. Scully Harry T. and Lucy Whitin F. Mike Pinjuv Ann Molloy and Ken Stillman Carol L. Seager Richard H. and Phyllis A. Whitten Charles F. Monahan Jr. Helen Queenan Rashid M. and Humaira Shaikh Thomas J. Wickstrom Gail Morgan and Bernie Lempicki Jay S. Sherwin David K. and Sue Woodbury James F. Queenan Jessica and Jim Morris Philip O. Shwachman Yesod Foundation, Inc. Arthur J. Remillard Jr. Frederic and Victoria Mulligan Drs. Ahmad D. Siddiqui and Janice B. Yost Ed. D. Ginger Navickas Ida Rotman Zahra Sheikh Kelsa L. Zereski David A. Nicholson Edward D. Simsarian Valerie Zolezzi-Wyndham and Richard Simonian David R. Ojerholm CPA Michael and Carol Sleeper Kevin Wyndham Christopher M. O’Keeffe and Jeffrey Solomon Dorothy C. Tinsley Holly G. Baab Jaime Soto Jr. Margaret Wolcott Peter R. Stanton

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935984.indd 31 4/23/19 1:08 PM FINANCIAL SUMMARY FINANCIAL STATEMENTS (as of 12/31/2018) STEWARDSHIP 2018 2017 Assets The goal of the Foundation’s investment program is to preserve and enhance the value of donor gifts, Investments $ 145,366,137 $ 155,090,422 maintain capital for the future, and meet community Cash & Equivalents $ 1,064,202 $ 1,284,062 needs today. To accomplish this goal, we sustain a Pledges Receivable $ 0 $ 435,000 diversified portfolio overseen by multiple managers. Other Assets $ 175,435 $ 205,921 The 2018 Investment Committee Members were: TOTAL ASSETS $ 146,605,774 $ 157,015,405 Timothy M. Jarry, Chair; Thomas J. Bartholomew; J. Christopher Collins; James E. Collins; Dix F. Davis; Liabilities & Net Assets Ellen M. Ferrante; Warner S. Fletcher; Abraham W. Grants Payable, Accounts Payable & Other Liabilities $ 523,348 $ 411,173 Haddad; and Jeffrey S. Solomon. The Committee is Life Income Gift Liabilities $ 938,500 $ 991,931 supported by independent investment consultants Funds Held for Agency Endowments $ 24,396,276 $ 22,126,274 Prime Buchholz LLC, which provides technical TOTAL LIABILITIES $ 25,858,124 $ 23,529,378 assistance, manager selection, and ongoing evaluation. Net Assets with Donor Restrictions $ 119,611,477 $ 132,127,592 Net Assets without Donor Restrictions $ 1,136,173 $ 1,358,435 Net Investment Returns (through 12/31/18) TOTAL NET ASSETS $ 120,747,650 $ 133,486,027 1 Yr. 3 Yr. 5 Yr. 10 Yr. TOTAL LIABILITIES & NET ASSETS $ 146,605,774 $ 157,015,405 GWCF Long-Term Pool -6 4.5 3 7.2 GWCF Policy Benchmark -5.6 4 2.8 6.4 Revenues Contributions $ 7,765,675 $ 5,893,535 Portfolio (at 12/31/18) Net Investment Returns $ (9,614,134) $ 20,529,721 Global Equity 10% Other $ (11,863) $ 137,399 2 managers TOTAL REVENUES $ (1,860,322) $ 26,560,655 Domestic Equity 18.3% 2 managers International Equity 18% Expenses 4 managers Grants Approved $ 6,652,756 $ 8,400,355 Flexible Capital 31% Operating Expenses $ 1,831,054 $ 1,658,819 7 managers Fixed Income 17.1% TOTAL EXPENSES $ 8,483,810 $ 10,059,174 4 managers Real Assets 4% The audit of the Foundation’s financial statement as of and for the years ending December 31, 2018 and 2017 was conducted by 1 manager Alexander, Aronson, Finning & Co., PC. For a complete copy of the audited financials visit our website at www.greaterworcester.org, Cash 1.6% email [email protected], or call 508-755-0980.

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935984.indd 32 4/23/19 1:08 PM BOARD OF DIRECTORS

Gerald M. Gates Warner S. Fletcher Timothy M. Jarry Carolyn J. Stempler Kola Akindele Joycelyn C. Augustus Jennifer Davis Carey CHAIR VICE CHAIR TREASURER CLERK Senior Director Financial Consultant Executive Director, President & CEO, Director, Chief Investment President, for Community & Worcester Education AmWINS-Stop Loss Fletcher Tilton Officer, Carolyn & June Designs Government Relations, Collaborative Insurance Services College of the Holy Cross UMASS Medical School

Matilde Castiel J. Christopher Collins Tracy A. Craig Jack L. Foley Maria A. Heskes- Alison C. Kenary Patsy C. Lewis Commissioner of Health Of Counsel, Partner, Vice President for Allard Community Volunteer Nonprofit Consultant & Human Services, Mirick O’Connell Mirick O’Connell Government & Senior Vice President, City of Worcester Community Affairs, Senior Lender, Clark University Bay State Savings Bank

Linda C. Looft Nadia T. McGourthy Satya B. Mitra Hilda Ramirez Kimberly M. Salmon Matthew E. Wally Charles S. Weiss Assistant Vice President Attorney, President, Executive Director, Director of Vice President College of the Holy Cross for Government & Dresser & The Guru Tax & Latino Education Community Relations, Government & (retired) Community Relations, McGourthy, LLP Financial Services, Inc. Institute Fallon Health Community Affairs, WPI UniBank

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935984.indd 33 4/23/19 1:08 PM CORPORATORS

Lawrence J. Abramoff Deborah D. Cary Saul F. Feingold Sara Kelleher Erwin H. Miller Kenneth Reed Alan M. Stoll Colleen Abrams Matilde Castiel Allen W. Fletcher Alison C. Kenary John O. Mirick Mary Jane Rein Clyde Talley Robb B. Ahlquist Linda A. Cavaioli Mary F. Fletcher Richard B. Kennedy Satya B. Mitra Mary Lou Retelle Steven Tankanow Kola Akindele Francesco C. Cesareo Warner S. Fletcher Robert M. Kennedy Ann K. Molloy Dennis Rice George W. Tetler III Che Anderson Harriette L. Chandler Jack L. Foley Robyn K. Kennedy Charles F. Monahan Jr. Mary C. Ritter Brian W. Thompson Robert J. Anderson Brian M. Chandley Paul A. Fontaine Priscilla Short Kerr Janet W. Moore Sarai Rivera Troy B. Thompson James A. Andreoli Karen Chapman Heather Forkey Judith Kirk Gail M. Morgan Shelley Rodman Adi Tibrewal David P. Angel Joy C. Child David P. Forsberg Joyce R. Kressler Jessica Morris Ana Rodriguez Sumner B. Tilton Jr. Roy Angel Jeffrey Chin Ron Fraser Cheryl Lapriore Robert J. Morton Eric Roldan David N. Tinsley Michael P. Angelini Valerie Cohen Mark W. Fuller Richard W. Lavey James J. Moynihan Emily Rosenbaum Eric Torkornoo Ann Marie Argitis J. Christopher Collins Peter Gardner Robert E. Layne William G. Muller Melvin Rosenblatt Roger R. Trahan Jr. Joycelyn Augustus James E. Collins Gerald M. Gates Thuha T. Le Frederic H. Mulligan Laurie Ross Tuyet Tran Robert S. Bachelder Michael F. Collins Gerald L. Gaudette III James B. Leary Timothy P. Murray Scott Rossiter Elizabeth J. Tripp Richard C. Barry Alex Corrales Lisa Kirby Gibbs Diane L. Leclair Ginger Navickas Paul R. Rossley John A. Trobaugh Alex Bartholomew Tracy A. Craig Eve Gilmore Laurie Leshin AiVi Nguyen Steven Rothschild Kathryn Tsandikos Thomas J. Bartholomew Ken Crater Lawrence J. Glick Patsy C. Lewis David A. Nicholson Kent dur Russell Michael P. Tsotsis Eric Batista Benjamin Craver Dorista J. Goldsberry Joseph Lian Jr. Kevin M. O’Brien Francis M. Saba Jayna Turchek Paul Belsito Michael J. Crawford Dennis F. Gorman Robert G. Lian Andrew B. O’Donnell Andrew Salmon Michael Urban Sarah G. Berry Frederick G. Crocker Jr. Martha P. Grace Linda Carre Looft Kevin O’Sullivan Kimberly M. Salmon Wayne Ushman Mark P. Bilotta Kathryn M. Crockett John E. Graham Monica Escobar Lowell David R. Ojerholm James M. Salois Cesar A. Vega Maureen Binienda Jill C. Dagilis Cynthia Gray Susan M. Mailman Julie Orozco R. Joseph Salois Wyatt R. Wade Janet A. Birbara Geoffrey K. Dancey Martin J. Green Barry M. Maloney Vincent J. Osterman Steven M. Sargent William D. Wallace Elissa Boisvert Dix F. Davis David R. Grenon Patrick Maloney Martha R. Pappas Kwasi Sarpong Matthew Wally Maurice J. Boisvert Laurie Davis J. Michael Grenon Charles Manoog Linda F. Parham Paul F. Schlaikjer Matthias Waschek Pamela K. Boisvert Micki Davis Abraham W. Haddad Edward F. Manzi Jr. Sahdev R. Passey Paul F. Scully Victoria Waterman George F. Booth II Daniel de la Torre Jr. Gloria Hall Michael J. Martin Thoru Pederson Carol L. Seager Charles S. Weiss Mark A. Borenstein Eileen R. deCastro Sheila Harrity Samuel N. Martin Luis G. Pedraja Jay S. Sherwin James A. Welu Sarah Ann Bowditch Henry B. Dewey Ernest S. Hayeck Heather A. Maykel Deborah A. Penta John F. Shoro Meridith D. Wesby James B. Broadhurst Morgan B. Dewey John Herron Jr. Christopher W. McCarthy Neil Petersen Philip O. Shwachman Mark R. Wetzel Michael D. Brockelman Ross K. Dik Maria A. Heskes-Allard Samantha P. McDonald Paul M. Pezzella Troy Siebels Todd H. Wetzel Denise H. Brookhouse James C. Donnelly Jr. Honee A. Hess Kate McEvoy Tonisha Pinckney Marvin S. Silver David White Paula A. Brouillette Donald Doyle Calvin Hill Nadia McGourthy Cynthia N. Pitcher Edward D. Simsarian Harry T. Whitin John H. Budd Karen E. Duffy Jamie Hoag Tom McGregor Sherri G. Pitcher Michael D. Sleeper Thomas J. Wickstrom James R. Buonomo Ellen S. Dunlap Emily G. Holdstein Robert H. McLaren Deborah L. Plummer Joshua Lee Smith Helene F. Winn Richard Burke Sandra Dunn Kathryn Zingg Hunter Cynthia M. McMullen Jason J. Port Jeffrey S. Solomon David K. Woodbury Frank R. Callahan N. Lynn Eckhert M Howard Jacobson Jean G. McMurray Christine M. Proffitt Jaime Soto Jr. Janice B. Yost Linda T. Cammuso Susan Engelkemeyer Timothy M. Jarry Christopher G. Mehne Marla Maykel Pyle Mark Spuria Alex Zequeira Henry Camosse Jr. Patty Eppinger Patricia L. Jones Naureen Meraj Raymond Quinlan Peter R. Stanton Kelsa L. Zereski Jennifer Davis Carey Stephen J. Erickson Steven G. Joseph Peter Metz Hilda Ramirez Carolyn J. Stempler Tina Zlody Kirk A. Carter Allen Falke Kevin R. Kearney Katherine H. Metzger Jose Ramirez Joseph N. Stolberg Valerie Zolezzi-Wyndham

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935984.indd 34 4/23/19 1:08 PM GROWING THE GOOD A Campaign for Greater Worcester

“The Foundation exists to understand and address our community’s pressing problems and opportunities. Few of us on our own have the time or means to do this. Through their funds, donors create scale that can achieve significant impact where it matters most. Together, we expand the good we can do for Greater Worcester.” Gerald M. Gates Chair, Board of Directors

Put your compassion and imagination to work growing the good in your Empower the Foundation to meet pressing community needs and invest in community. As you consider the Foundation as a partner to increase the power promising solutions with your discretionary or field-of-interest fund of your local philanthropy, we invite you to share in our vision for Greater Support a cherished cause or nonprofit with a donor advised or designated fund Worcester: It’s a place where all children gain a strong start during their first Honor a loved one or group in perpetuity with a named scholarship fund years; where quality, comprehensive health care is available to all; where all Designate the Foundation as beneficiary of your planned gift young people can gain opportunities to succeed in school and in life; where

economic and housing security are within everyone’s reach; and where civic, cultural and natural resources enrich our lives. To find out more, contact Kelly Stimson, at 508-755-0980 or email [email protected].

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935984.indd 35 4/23/19 1:08 PM STAFF

Ann T. Lisi President & CEO

Diane S. Allain Operations Manager Jonathan Cohen Program Officer Liz Nye Donor Services Officer Christopher M. O’Keeffe Vice President for Program Mark Onanian Staff Accountant Lindiana Semidei Donor Services Associate Sarah Shugrue Program Officer Kelly A. Stimson Vice President of Donor Services Jasmine Vasquez-Okutoro Program Associate Jacqueline L. Williams Administrative Assistant

Contact us at 508-755-0980 or email [email protected]

Production Credits: Writer Susan Saccoccia Designer Katherine Canfield Photographer Dan Vaillancourt Production Manager Kelly Stimson Printer Kirkwood Printing 36

935984.indd 36 4/23/19 1:08 PM E D W L G E OUR MISSION O • V N I S K I O

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now and in the future,

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philanthropic leadership.

Greater Worcester Community Foundation • 370 Main Street, Suite 650 • Worcester, MA 01608 • 508.755.0980 www.greaterworcester.org

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