Promoting Local Philanthropy and Strengthening the Dear Neighbors and Friends, Nonprofit Organizations in Essex County, MA
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Promoting local philanthropy and strengthening the Dear Neighbors and Friends, nonprofit organizations in Essex County, MA. If ever there were a time for a thriving Community Foundation, this is it. Charitable life in America has reached new levels of challenge and importance this year. When government is in difficult straits, when business is recovering, and when society’s Ayer Mill Clock Tower needs are growing, the nonprofit sector steps forward. Can charities become more effi- Turns 100! cient? Can donors give more effectively? Can they work together? Your Community Foundation is at the heart of the matter. This Report has news of ECCF’s October 3rd, 2010 marked the life in 2011: 100th Anniversary of the larg- est mill clock tower in the 2011 Record participation of leaders county-wide at the Institute for Trustees world. ECCF celebrated Significant increases in the breadth of grantmaking by ECCF Fund Holders the tower and its keeper, report A challenging fundraising year for ECCF and many other nonprofits Charlie Waites, with a A game-changing summit of nonprofit leaders in Lawrence reception at the Law- 6,800 Massachusetts nonprofits and 275,000 nationwide decertified by IRS as out rence History Center. ... Making a difference of business or out of compliance ECCF manages the maintenance of for those who make Record attendance at the Youth at Risk Conference in the face of major public the tower through a difference budget cuts an Endowment Wonderful new Trustees and staff helping ECCF expand its services and impact Fund established at the Foundation. Learn A year like 2011 shows just how essential it is for Essex County to have its Community more about the iconic Foundation. tower at www.eccf.org. ECCF fosters our personal inclination toward generosity. ECCF improves the efficiency and governance of our nonprofits. This is a report for ECCF’s fiscal year 2011 which began July 1st, 2010 and ended June 30th, 2011. ECCF convenes organizations around our communities’ needs and opportunities. Our heartfelt thanks to the thousands of donors, nonprofit leaders, orga- nizations, and residents that believe in, invest in, and work for charitable Contents life and quality of life in Essex County and in its Community Foundation. Welcome Letter .................................................1 Best wishes, Our People: Board & Staff ..............................................2 Dave Welbourn, President and Chief Executive Officer Committees ................................................3 Joe Grimaldi, Chairman of the Board of Trustees Donor Fund Highlights: Reid Sacco Memorial Fund .....................4-5 Sendzimir Fund, Amanda P. Craig Fund ....6 Connections: Sharing the Power of Art............7 2011 Achievements ...........................................8 ECCF is honored to have Joe Grimaldi as its new Board Chair, Financial Statements .........................................9 after serving as Board member since 2007. Joe is President & CEO of Mullen Advertising of Boston, MA and a longtime Grants & Services Highlights: Manchester resident. Joe and the Foundation’s highly talented Grants ..................................................10-11 Center for Nonprofit Excellence...........12-13 Board of Trustees are looking forward to guiding ECCF into its Greater Lawrence Summer Fund ........14-15 next successful growth phase. The Jeanne Geiger Crisis Center ........16-17 Scholarships .............................................18 Donors ........................................................19-25 Looking Ahead ................................... Back cover 1 William Rogers, Chair, Ipswich of Counsel 2011 Committees Heartfelt thanks to all our talented volunteers! OUR PEOPLE Charles P. von Bruns, Treasurer, Salem They are 150+ Essex County neighbors providing expertise and leadership to the Coun- Community Volunteer Executive Committee ty’s large and influential nonprofit sector. They are grantmakers, financial advisors, teach- John Brooke, Hamilton Christopher Cowans ers, leaders, scholarship administrators and fiduciaries, to name a few. 2011 Board of Trustees Brooke Private Equity Associates Juliet Nagle Christopher Cowans, Beverly William C. Rogers Greater Lawrence Miranda Gooding, Beverly Ste phanie Lallier, Children’s Clare Gunther, Chelmsford Friend and Family Services Morgan Stanley Pauline Sheedy Summer Fund Grants Chuck von Bruns Committee Linda Harvey, Manchester Ste phanie Magdis, Private David Dearborn, Beverly Marcie Hunsaker, Wenham Practice David Welbourn Josh Miner, Chair, Boxford Paula Jerome, Wenham Ric hard Muzzy, Catholic Community Volunteer Sarah Caffrey Bachand, Lawrence Sheridan Maguire, Nahant Charities North Anne Dodge, Manchester Nominating Committee Sandra Cannella, North Andover Rachel L. Pohl, Beverly David Parry, Endicott College Community Volunteer Christopher Cowans Jay Caporale, North Andover Debbie Powell, Marblehead Lin da M. Richards, Department David Dearborn Lorraine Jenks, North Reading Joe Grimaldi, Manchester Susan Robie, Marblehead of Mental Health Joe Grimaldi Patricia Karl, North Andover Paula Shorts,Wenham Kri stina Simon, Family Mullen Inc. David Welbourn Kathy Moriconi, Tewksbury Martha Smeallie, Beverly Continuity, Inc. Allan Huntley, Middleton Holly Langer, Boxford Joni Stone, Boxford Lau ren Soules, Northshore Finance Committee Mary Miner, Boxford Community Volunteer Angela Sweeney, Andover Education Consortium Just in Bennincasa, Atlantic Tele- Dick Purinton, Byfield Paula Lanigan Jerome, Wenham Lynn Welbourn, Wenham Jac qui Williams, Deptartment of Network, Inc. Carol Lavoie Schuster, Salem MERSD Enrichment Fund Sam uel J. Conte, II, Andover Public Health David Sullivan, Salem Women’s Fund Advisory Equity Associates Patricia Foley Karl, North Andover Richard Sumberg, Andover Board Chair’s Council John Gebauer, Attorney at Law Pamela Yameen, Haverhill Lawrence Family Development Charter School (former ECCF Trustees) Derek A. Smith, Castel, Inc. Paula Shorts, Chair, Wenham Patricia Maguire Meservey, Salem David Tory, ECCF Hardscrabble Education Susan Barry, Beverly Barbara Almy Salem State University Chu ck von Bruns, TDBancnorth Fund Grants Committee Lynn Bryant, Marblehead Jack Armitage Pat Connolly Atkins, Marblehead Betty Beland Trustees-elect for 2012 Board Juliet Nagle, Haverhill Investment Group (retired) Julie Bishop, Wenham Mary Dearborn, Beverly Steve Bergholtz Community Volunteer David Dearborn, Beverly Rosalin Acosta, Amesbury, TD Bank North Cathy Ebling, Wenham David Bernard Investment Committee Joan Wheeler, Marblehead Matthew P. Doring, Rowley, Hinckley Allen Snyder, LLP Michael Prior, Hamilton Pau line Sheedy, Chair, U.S. Trust Meg Erickson, Beverly Ken Block Atlantic Tele-Network, Inc. Robin Falzone, Manchester Alexander K. Buck Jonathan Payson, Beverly, Wellington Management Company (retired) Bank of America Lawrence Development Richard Purinton, Byfield Joh n Brooke, Fund Helen Glaenzer, Manchester Tom Burger Amelia C. Fawcett DBE, Manchester, Guardian Media Group Miranda Gooding, Beverly Susan Coffin Brooke Private Equity El ton McCausland, Chair, Ipswich Richard Purinton Inc. Rebecca Hallowell, Hamilton Magnolia Contreras Kim Williams, Newbury, Weyerhauser & E.W. Scripps Advisors Thomas Caffrey, Wells, ME Pauline Sheedy, Gloucester Kathy Harris, Manchester Nat Coolidge Tho mas Hovey, Cambridge Emma Greene, Nahant Joe Grimaldi assumes role of Chairman of the Board. U.S. Trust Bank of America Linda Harvey, Manchester Christopher Corbett Appleton Partners (retired) Josh Miner, Boxford Marcie Hunsaker, Wenham William Cunningham Richard Sumberg, Andover Bec ky Linhart, Sharp & Linhart Leonard Wilson, Andover Pam Jaynes, Salem George Cushing The Financial Advisors, LLC Financial Strategies Farewell to Founders Patr icia Roach, State Street Bank Merrimack Valley Paula Jerome, Wenham Peter Dana and US Trust (retired) General Fund Grants Myranda O’Bara, Manchester Judith Eissner Staff Rich ard L. Sumberg, The Committee Suzanne O’Brien, Essex Mary Flannery Financial Advisors Beth Payson, Beverly Kathleen Hines Julie Gadziala, Chair, Andover Chu ck von Bruns, TDBancnorth Jane Phillips, Essex Deborah Cowan Hunt Rick Blain, North Andover Investment Group (retired) Debbie Powell, Marblehead Lorraine Jenks Liz Burdeau, Andover John C. Walsh, Brown Brothers Joni Stone, Boxford Elaine Kelleher Peter Caruso, Andover Harriman & Co. Carol Townsend, Beverly Marjorie Kittridge Sheila Doherty, Andover David Welbourn, ECCF Kris Trustey, Wenham Erika Leone Patricia Driscoll, Lawrence Nicholas Lopardo Paul Heggarty, Newburyport Youth at Risk Elton McCausland Patricia Karl, North Andover Conference Committee Tim McKenna Grants Management Lisa McDonald, Andover Ka thy Moriconi, Coordinator Barbara Moody Committee Daniel Murphy, North Andover ECCF Deborah Pechet Quinan Marianne P. Nadel, Chestnut Hill Dave Welbourn, President and CEO Juliet Nagle, Chair, Haverhill Phy llis-Ann Morrissey, Co-Chair, Peter Seamans Julie Bishop, Wenham Jeanne Scarpa, Andover Family Continuity, Inc. Debra Silberstein Jay Caporale, Executive Vice President & Director of Philanthropy Rick Blain, North Andover Leonard Wilson, Andover Ma rian Myers, Co-Chair, North- Liz Silva Our Founders, David Tory and Lorraine Jenks, Paula Shorts Julie Bishop, Vice President of Grants and Services Nat Cary, Lynn Women’s Fund Grants shore Education Consortium retired in the spring of 2011, leaving the organization Brenda Costello, Manchester Maria Avila, MSPCC John K.P. Stone III Carol Lavoie Schuster, Assistant Manager