MEETING THIS MOMENT 20 LEADERS ON BOSTON IN THE 2020s
THE BOSTON FOUNDATION
2020 ANNUAL REPORT
20 LEADERS ON BOSTON IN THE 2020s REV. WILLIE BODRICK, II SHEENA COLLIER ALEXA CUELLAR IVÁN ESPINOZA-MADRIGAL SOPHIA HALL BEN HIRES LILY HUANG SEGUN IDOWU IMARI PARIS JEFFRIES CLIFFORD KWONG CHRISTIAN MASSEY MIKE MASSEY TAHEERA MASSEY JENNIFER MOMPOINT PATRICIA MONTES AMEINA MOSLEY AMY O’LEARY GLORIBEL RIVAS JHANA SENXIAN YANYI WENG
ON THE COVER From left: Imari Paris Jeffries, Sheena Collier, Rev. Willie Bodrick, II and Segun Idowu stand in front of the mural of Mel King at Madison Park High in Roxbury painted by Genaro Ortega.
CONTENTS ABOUT THE BOSTON FOUNDATION.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 IN APPRECIATION OF PAUL S. GROGAN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 OUR YEAR IN NUMBERS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 INTRODUCTION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 20 LEADERS ON BOSTON IN THE 2020s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 DONORS
THE ANNUAL CAMPAIGN FOR CIVIC LEADERSHIP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 GROWING THE PERMANENT FUND FOR BOSTON. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 CENTENNIAL CIRCLE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
GIFTS TO THE PERMANENT FUND FOR BOSTON. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CENTENNIAL SOCIETY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LONGLEY LEGACY SOCIETY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ROGERSON LEGACY SOCIETY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31 32 34 35 35
F U N DS THE PERMANENT FUND FOR BOSTON. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 UNRESTRICTED FUNDS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 FIELD OF INTEREST FUNDS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 DONOR ADVISED FUNDS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 SUPPORT ORGANIZATIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 SCHOLARSHIP FUNDS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 DESIGNATED FUNDS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 PROFESSIONAL ADVISORS COMMITTEE AND NETWORK.. . . . . . . . . . . . . . . . . . . . 50 BECOMING A DONOR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 APPLYING FOR A GRANT.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 FINANCIALS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 BOSTON FOUNDATION BOARD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 BOSTON FOUNDATION STAFF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
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About the
BOSTON FOUNDATION
OUR VALUES STATEMENT
In everything we do, we seek to broaden participation, foster collaboration and heal racial, ethnic and community divisions. OUR MISSION As Greater Boston’s community foundation since 1915, the Boston Foundation devotes its resources to building and sustaining a vital, prosperous city and region, where justice and opportunity are extended to everyone. It fulfills this mission in three principal ways:
1 Making grants to nonprofit organizations and designing special funding initiatives to address this community’s critical challenges;
2 Working in partnership with donors to achieve high-impact philanthropy; and
3 Serving as a civic hub and center of information, where ideas are shared, levers for change are identified, and common agendas for the future are developed.
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In Appreciation of the Leadership of PAUL S. GROGAN While we are delighted to highlight some of our city and region’s most promising young leaders in this annual report, we also celebrate the leadership of our own Paul S. Grogan in his last year at the helm of the Boston Foundation. In 2001, the Board of Directors of the Boston Foundation chose Paul to expand the Foundation’s mission from primarily a grantmaker to a civic leader—and over the next two decades, Paul would proceed to transform this organization and, in the process, the role of community foundations across America. His approach to civic leadership has given us the tools to address the very conditions philanthropy was created to alleviate. Paul has established the Boston Foundation as a welcoming civic hub, a think tank and a vital community resource in times of emergency. As a result, the Foundation and our numerous nonprofit, private and public partners have joined together to drive impact in education reform, economic and workforce development, affordable housing, diversity in the arts and other essential areas of community life. The Foundation’s fiscal strength has also increased tremendously under Paul’s leadership. Since 1915, the Foundation has made $2.3 billion in grants. More than $1.9 billion of that total was made during his tenure. During that same time, the Foundation’s assets grew by 86 percent. Early next year, the Boston Foundation’s board, staff and donors will pay tribute to Paul as he passes the reins to a new President and CEO, yet to be named. And so, in his honor, we have established the Paul S. Grogan Fund as an endowed field of interest fund within the Permanent Fund for Boston, to sustain and build on his pioneering vision. On behalf of the Board of Directors of the Boston Foundation, I want to thank Paul for his innovative and invaluable leadership.
Linda A. Mason Chair
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Our Year
IN NUMBERS Numbers tell only one very small part of our story. We hope you read this report and are buoyed by the generosity of our donors and the tremendous leadership talent we have in Greater Boston.
215 169 3.3 4,900 12.6 12
$
million
RECORD GRANTS PAID FROM THE BOSTON FOUNDATION AND OUR DONORS
million
FUNDS RECEIVED FROM THE GENEROUS PEOPLE OF GREATER BOSTON
million
RECORD GIFTS TO THE ANNUAL CAMPAIGN FOR CIVIC LEADERSHIP, THE CRUCIAL FUND THAT EQUIPS US TO RESPOND TO COVID-19 AND OTHER CRISES
$
$
RECORD NUMBER OF PARTNERS WHO CAME TO OUR FORUMS AND TUNED IN TO OUR WEBINARS
$
million
AND COUNTING… DONATIONS TO THE FOUNDATION’S COVID-19 RESPONSE FUND
NUMBER OF REPORTS PUBLISHED
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INTRODUCTION This year—one of the most heart-rending and transformative in American history— revealed just how strong and resilient the people of Greater Boston are. We see it in the medical personnel who put everything on the line to care for those infected with the coronavirus—and other workers whose jobs have always been essential. We see it in the awe-inspiring response of nonprofit organizations—large and small—to the desperate need for food, supplies, advocacy and comfort. We see it in the generosity of donors to the five funds established at the Foundation to fight the pandemic, including our own COVID-19 Response Fund. And we see it in those who are marching to protest police brutality and other acts of violence, both subtle and horrific, against people of color. If you find yourself despairing about the hurdles we are facing in the next few years, this annual report will lift your spirits. It features 20 seasoned and emerging leaders— all of them young and all of them passionate about our community—discussing our city’s future. They are a reflection of the fact that Boston is now a majority minority city—almost all are leaders of color. And all of them have powerful feelings about our city and a steely determination to meet the challenges we face and make us better. It has been my honor to serve as the Boston’s Foundation’s President and CEO over the last two decades. I could not be prouder of our staff, board, donors and partners in the nonprofit, public and private sectors than I am right now. I hope our community’s mettle is never tested again as severely it is being tested now. But we can be proud that anyone who was skeptical about our community’s capacity to overcome obstacles got to know just how compassionate, smart and tough the people of Greater Boston really are.
Paul S. Grogan President & CEO
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20 Leaders
MEETING THIS MOMENT THE BOSTON FOUNDATION IS PRIVILEGED TO WORK CLOSELY WITH SOME OF BOSTON’S MOST INNOVATIVE AND EFFECTIVE LEADERS. We support them, learn from them and seek to harness their individual and collective energy to effect lasting change. To mark this new decade and these unparalleled times, we asked seven seasoned leaders to lift up some emerging leaders they think will play a role in shaping Boston over the next decade and beyond. We interviewed all of them about the experiences that have shaped them and their thoughts about Boston’s greatest challenges. Some of these leaders are widely known and have been recognized for their leadership before. Others don’t even think of themselves as leaders or are still preparing for their adult lives and careers. They come from as far away as South Korea and as close as Grove Hall in Dorchester. They spoke frankly—in many cases, critically—about our city, all with the goal of changing it for the better. Whether you agree with them or not, we think you will find their stories and their ideas fascinating and thought provoking.
THE CONVERSATION CONTINUES The brief stories here are summaries of rich, hour-long interviews, all of which were transcribed. We invite you to learn more about these seasoned and emerging community leaders and READ THE FULL TRANSCRIPTS at WWW.TBF.ORG/2020. 7
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PATHWAYS TO LEADERSHIP Ben Hires became the new CEO of Boston Chinatown Neighborhood Center (BCNC) on June 1, one week after George Floyd was murdered and the Black Lives Matter protests began in earnest. He had volunteered at the Center years earlier, helping students apply to college. Yanyi Weng says she “grew up” at the Center. Today, she is a hospice worker and a mental health counselor—with a focus on serving Asian immigrants.
BEN HIRES was born in South Korea, and—at the age of eight months—was adopted by a White American couple from southern New Jersey. “I grew up in a working-class family on 21 acres of land next to a lake. I had a wonderful childhood,” he said. “But the community I lived in was primarily White. There was only one other Asian boy in my school.” It wasn’t until the late 1990s, when he came here to attend Boston University, that he was introduced to his cultural heritage by other Asian students. He graduated with a master’s in theology and arts administration. Over the last decade, Ben has held positions in some of Boston’s most respected nonprofit institutions. Now, as Chief Executive Officer of Boston Chinatown Neighborhood Center, he is dedicating himself to lifting up the Asian community and fighting for social justice. “Any organization that supports and serves communities of color or immigrants, like BCNC does, is inherently a social justice organization that is working toward equity and inclusion,” he explained. “Looking to the next 10 years, I think Boston needs more leaders of color on every level. The Asian community is one of the fastest growing racial/ethnic immigrant communities in Massachusetts, but of the 160 representatives in the State House, there are only six in the Asian-American caucus. And of 40 senators, just two that identify as Asian. We need Asians in more positions of power who understand just what our community needs— and so that our young people can see pathways to leadership for themselves.”
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YANYI WENG came to Boston from China with her mother and brother to join her father when she was 12. “My father passed away when we first came to the U.S. and so Boston Chinatown Neighborhood Center became my surrogate father,” she said. “The Center nurtured me and invested in me and believed in me.” Yanyi attended the Josiah Quincy Elementary School and Boston Latin for middle school and high school. Eventually, she earned a master’s in social work at Boston College and began nonprofit hospice work and mental health counseling for Asian people. “I speak Toisanese, which is very common in Chinatown. Asian Americans have a lot of mental struggles over xenophobia and racism, but they don’t have enough spaces to share them. “When I was an advocate for the Asian Task Force Against Domestic Violence, I learned more about the cultural gap in terms of providing services to people of color who have a hard time navigating the system.” She calls South Cove Manor in Quincy the “mecca” of long-term care facilities, but is angry and sickened by the state of most such facilities. “We are in a country that has more resources than any other —and yet the treatment of our elders is not up to basic standards. Imagine if all places were like South Cove Manor. If I see something that’s not right, I’m not afraid to call it out. I feel my grounding in Chinatown has really given me the confidence I need to lead.”
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IN THE PUBLIC INTEREST Iván Espinoza-Madrigal and Sophia Hall are attorneys with Lawyers for Civil Rights, a nonprofit that fights discrimination on behalf of people of color and immigrants through legal action, education and advocacy. Iván is Executive Director and Sophia is Supervising Attorney. Currently, LCR is litigating nearly 50 public interest cases referred to them by their community partners.
IVÁN ESPINOZA-MADRIGAL was born in Costa Rica and came here to live in Chelsea with his mother and brother when he was nine years old. “None of us spoke English and my mom struggled to find work,” he said. “Sometimes we couldn’t make ends meet or pay the rent and the landlord is knocking on our door. Running through my nine-year-old mind is, ‘What can the landlord do to us?’ So, my desire to be a lawyer comes through this strong impulse to protect my mother and my family—to make sure I know what our rights are.” He was the first in his family to graduate from college and eventually law school—and five years ago, when he was litigating marriage equality cases in New York, Lawyers for Civil Rights asked him to move to Boston to be the nonprofit’s executive director. “I see my mother in the cases we file and in the work we do—whether it’s housing security, discrimination, policing or voting rights. That’s what drives me—the push for equity, diversity, justice and fairness.” When he moved back to Boston, he was shocked at how much the city still pivots around what he considers an obsolete White/Black binary. “There isn’t enough acknowledgement that Boston is 20 percent Latinx, even less that it is 10 percent Asian. We have to think about how we engage this diversity in the future of Boston at every level.” He sees 2020 as a time of significant reckoning. “This triple crisis—in health, the economy and racial justice—shows us how weak our safety net really is; how many families are just one paycheck removed from starvation or homelessness. I think it will dramatically remake our country and society as a whole.” 10
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“ BOSTON IS NOT THE KIND OF PLACE THAT WANTS TO ROCK THE BOAT, BUT THAT’S WHAT WE NEED TO DO. BOSTON NEEDS A WHOLE ARMY OF RABBLE-ROUSERS. WE NEED TO MAKE PEOPLE UNCOMFORTABLE AND DEMAND CHANGE. IT’S GOOD FOR THE CITY.” –Sophia Hall
SOPHIA HALL was born in a small suburb outside of Cleveland. She was raised by her grandparents, who inspired her. “My grandfather was the first Black president of the UAW Union in Cleveland,” she explained, “and was always very clear about the power of advocacy and collective action.” She moved here to go to law school at Boston College and stayed. “I’ve always been very headstrong and social minded. I was always drawn to social justice through law.” When she heard about Iván’s work at LCR, she pursued him, hoping to join the organization and eventually was offered a job as an attorney there. She has had a number of compelling landmark cases, including a wrongful death suit involving a Black man with schizophrenia and one of the first #MeToo cases in the restaurant industry. “I think there is a systemic, cultural issue that leads to the inequities we see in Boston. We think of ourselves as a progressive community and that discourages people from doing more work. You have to shatter that myth, time and time again. Boston is not the kind of place that wants to rock the boat, but that’s what we need to do. Boston needs a whole army of rabblerousers. We need to make people uncomfortable and demand change. It’s good for the city.”
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IF WE BUILD THE MOVEMENT Lily Huang, holding her daughter, is Co-Executive Director of Massachusetts Jobs with Justice, a coalition of community, faith and labor groups that advocates for the rights of workers. Gloribel Rivas graduated from UMass Boston with a major in history and a minor in English, and serves as a Legislative Aide to Representative Adrian Madaro. Ameina Mosley is on-track to graduate from UMass Boston with a bachelor’s in science and a master’s in global inclusion and social science. 12
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LILY HUANG grew up in Quincy, but spent most of her early years in Chinatown with her grandmother because her father worked in a restaurant and her mother balanced three jobs. “My grandmother took care of my two cousins, my brother and me in her studio apartment,” she said. “Watching so many family members work all day, every day in low-wage jobs helped me see, from a young age, how working people dedicate their lives to their jobs and have to make difficult decisions about how to take care of their kids or themselves. Watching them not making a living wage and not being able to take sick time really pushed me to advocate for all workers to have these rights.”
When asked about this moment in time, she said, “I think all of our questions have shifted with the pandemic and with the struggle for racial justice and Black Lives Matter. In Boston, we’re faced with a growing movement for racial and economic justice. We know about the wealth gap here and we know the issues Black and Brown students are facing in our schools and communities. The time is now to stand in solidarity. It’s up to organizations like ours—that have a strong coalition of community groups, unions and students—to advance working-class, multiracial power in Massachusetts. It’s the relationships we build that are really going to get us through these dark times. If we build the movement, then policy will follow.”
AMEINA MOSLEY and her mother came to Boston from Jamaica when she was eight years old because her mother’s job as a police officer in Jamaica had become too dangerous to remain there. Once here, they overstayed their visas, found themselves undocumented and proceeded to live in the shadows. “We were undocumented, poor and Black,” she said. “I lived every day in fear.” It wasn’t until high school, when she met Lily Huang on a train, that she learned there were organizations that helped undocumented people. “I thought all undocumented people were hiding like we were.” She began to join in protests on behalf of immigrants and workers organized by Massachusetts Jobs with Justice. “It was scary,” she said, “but it also gave me a sense of empowerment, because my voice deserves to be heard.” When she turned 18, her father helped her get a green card so that she could attend college and work. She is currently on track to graduate from UMass Boston, where she has studied science and human rights. “Having struggled with health issues since high school, and been denied the care I needed, my plan is to go to medical school with an emphasis on human rights.” Speaking to the moment, she said, “I think there has been a lot of talking at communities of color and not much listening to what we really need. I don’t think that power is something that you can give. I think people already have power and it’s up to them to command the space they’re in.”
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“ IT WAS ONE OF THE FIRST TIMES THAT I LOOKED AT SOCIAL JUSTICE ISSUES RELATED TO MY COMMUNITY AND THOSE AROUND ME. IT WAS TRANSFORMATIVE.” –Gloribel Rivas Jobs with Justice
GLORIBEL RIVAS came to Boston from El Salvador when she was five. “My mother realized that if we stayed there, my sister and I wouldn’t have a good future, so she decided to move here permanently.” She grew up in East Boston and went to Boston Latin School for high school. While there, she was exposed to students who were far more privileged than she was, which caused her to become interested in the topic of income inequality. “My parents are janitors in Boston and work in skyscrapers downtown,” she explained. “So many of the students at Boston Latin had parents who could pay for tutoring or get them great summer jobs.” While there, she attended a workshop run by Lily Huang about the impact of economic injustice on communities. “It was one of the first times that I looked at social justice issues related to my community and those around me. It was transformative.” She went to UMass Boston and majored in history, with a minor in English and now works as a legislative aide to State Representative Adrian Madaro. Having worked and volunteered with the housing advocacy organization City Life/Vida Urbana, housing justice is one of her passions. “Over the years, I’ve seen that situation continue to grow to the point where everyone is talking about it—not just people who are the most neglected and oppressed,” she said. “I think housing is a human right. I grew up in a rental household and I saw the sacrifices my parents had to make just to pay the rent. It was painful to see. I think we need a whole host of solutions on the table and they need to be comprehensive. So many people are suffering.”
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BLACK AND BROWN PEOPLE CREATING SYSTEMS CHANGE Jhana Senxian launched The Guild in the Bowdoin Geneva and Grove Hall neighborhoods of Dorchester with the belief that Boston’s Black and Brown communities are filled with the talent, strength, beauty and power to create new models of transformation, wholeness and prosperity. It’s a community-driven social enterprise owned and led by people of color. Jennifer Mompoint recently joined the staff of The Guild and considers Jhana to be her mentor.
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JHANA SENXIAN grew up in the Grove Hall neighborhood of Dorchester—the youngest child of a radical poet and educator. She was the first woman in her family to go to college, which took her from Brandeis to Ph.D. work at Harvard. After years of global and national research, she and her husband settled in BowdoinGeneva. “Coming home was deeply healing.” Jhana said. “When you are from a neighborhood like mine, you are told that to be a person of value, you need to get as far away from your community as possible. Our communities are framed as deficient.” In 2012, she founded The Guild, a Black and Brown ecosystem and development process. Intergenerational BIPOC neighbors from across Boston partnered to create the first outdoor sanctuaries that would be a catalyst for new city policy. “We went into blighted sites to design, build, plant, program and steward new venues for wellness, urban agriculture,
learning, creative expression, connection, local business promotion, peace and healing.” Between 2015 and 2018, The Guild launched a resident ecosystem and participatory process for people of color that was showcased in a national journal, and invested over $250,000 into Black and Brown food and fitness businesses, initiatives and leadership. “Today we own a 24,000 square foot building with culturally designed spaces for healing and
wellness sessions, retreats, credentialing, development planning and local and global engagement. We exhibit BIPOC sacred art, are incubating tech and mission-driven businesses and, with amazing partners, will develop housing, wellness, capacity building and cultural space.” Since COVID, The Guild has become a community relief hub, providing critical supplies, food and comfort to thousands of residents. “Boston’s biggest challenge right now is to dismantle the systems that result in race-based inequities and disparities,” said Jhana. “We need leaders and institutions to step up and build respectful, generative and trusting partnerships with communities embracing new ideas, models and action. Old and racist paradigms have gotten us here, so I hope to see serious investment in BIPOC, community-led and -owned action and leadership. New systems, solutions and positive outcomes for our communities must be created from within our communities.”
JENNIFER MOMPOINT was born in Boston to a Haitian family, the youngest of four children. Her parents were adamant about her education, so they sent her to private schools that were predominately White. “That was very challenging for me because I never really felt like I belonged.” She yearned for a sense of community and found it with The Guild in 2018. “The wellness resources and being in a healing sanctuary centered around Black and Brown identity was transformative. It helped me heal, better understand myself, and feel a sense of deep community connection.” The most urgent issues Jennifer sees in Boston are the lack of affordable housing and the growing displacement of communities of color that often lose their community-based support systems due to gentrification. The other challenge is the need for healing from the acute and chronic stresses and traumas of unjust systems and experiences. “Having safe space within a loving community, tools for healing, and opportunities for growth is crucial.”
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Mike Massey first partnered with The Guild in 2016 as a recipient of a community investment program in healthy food and fitness capacity and network building. The program was led by The Guild, which seeded $250,000 into Black and Brown systems change. Mike offers free yoga sessions at The Guild and trained his wife, Taheera, to be a yoga teacher, which she practices every Friday with her students at Conservatory Lab Charter School and at The Guild. Christian, their oldest son, is still in high school and has been a Guild summer fellow for three years.
THE MASSEY FAMILY is deeply involved in The Guild and in their neighborhood. Taheera Massey teaches at a charter school, and her hope is more teachers will teach in their own neighborhoods. “Just as we want police officers who live in the neighborhood to police our streets,” she said, “I think we should have teachers who live in the neighborhood teach in our schools—so that they’re immersed in the culture and community and are spending their money here. And, we need to stop treating kids of color like they’re the minority. We’re the majority here and we should start teaching with that in mind; that’s what I want the next decade to bring.” Mike Massey, known by some as “Yoga Mike,” teaches free yoga classes at The Guild and trained Taheera to be a yoga teacher. “I think the solutions to our problems are already here,” said Mike. “There’s something that goes on when people bond together, but you never hear about that. You hear about the disparities or when someone gets killed or robbed. You never hear about people collaborating. That’s the future. On the ground level, people are coming up with real and spectacular ways to put their resources together and build something.” “I feel happy for the future,” said Christian Massey, the eldest boy of the three Massey children, who volunteers at The Guild. “We’re starting a new decade and that’s a good time to reinvent yourself in a good way. For my community, I want to see more property being owned by the people who live here and I want them to stop putting up a bunch of apartments that no one around here can afford. I feel like nothing’s going to change unless more people start getting jobs and people start hearing good things about this community. I really like art and I feel like our community would be so much better if we had more kids involved in art. I feel like for things to change, we’ve just got to start changing the narrative ourselves.”
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THE CHANGE WE NEED Imari Paris Jeffries is Executive Director of King Boston; Rev. Willie Bodrick, II is Senior Pastor-Elect at the Historic Twelfth Baptist Church; Sheena Collier is founder of The Collier Connection and Boston While Black; and Segun Idowu is Executive Director of the Black Economic Council of Massachusetts. All of them are devoted to ending systemic racism.
IMARI PARIS JEFFRIES was born in North Carolina to a military family that eventually settled in Tennessee. He came to Boston five days after graduating from high school to join the military himself, as a way to “affordably go to college,” and was stationed at Fort Devens. Now he is pursuing his Ph.D. at UMass Boston and leading King Boston, which is building a monument to Dr. Martin Luther King, Jr. and Coretta Scott King on Boston Common—while launching the King Center for Economic Justice in Roxbury. “The reason we love Boston so much is that we’re so damned close to greatness,” he said. “I think most of us can touch and taste it. Higher ed, geographic positioning, industry, the diversity of people and cultures… But then there are so many things that keep us from being the city that we fully imagine in our hearts and minds. “This moment in time is going to allow us to move forward powerfully around what has held us back from being the best versions of ourselves. Six months ago, you wouldn’t even talk about systemic racism in some circles. But I think we have fast-forwarded by leaps and bounds to be able to have conversations that can become the beginning of the change we need.” 18
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SHEENA COLLIER is a graduate of Spelman College—a historically Black college for women—which she attended at the tender age of 17—and Harvard Graduate School of Education. “Spelman was a class shift for me, going to school with students from wealthy Black families,” she said. “Harvard was both a class and race shift. I felt I was gaining access to spaces academically that I wasn’t ready for socially.” She worked in a number of nonprofits throughout Boston, had a brief stint consulting in D.C., but found herself drawn back to the rich, but hidden, diversity of Boston. She opened her own consulting and eventplanning firm, The Collier Connection, to help others strategically network. Recently, she launched a community-driven business, Boston While Black, for Black professionals and entrepreneurs, which already has 100 members and a waiting list of close to 1,000. “My commitment is to opening up more access in Boston, particularly to Black people—and creating a city where people feel they’re valued and engaged. The challenge for Boston moving forward is to truly maximize all of the talent that is here. Everyone’s culture and contributions should be a part of the city’s identity.” She thinks the mind shift that needs to happen would redefine us as a welcoming and inclusive city. “Boston’s diversity is an asset,” she explained. “So many languages are spoken here, people come from so many different countries. Black people have shaped this city since the beginning. We need to celebrate that. I see my role as being an evangelist for the Boston that I know is possible. Many things feel impossible, until they happen. My greatgrandmother was on a plantation. Did she think her great-granddaughter would be doing the things I’m doing?”
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REV. WILLIE BODRICK, II feels “blessed” to have grown up in Atlanta, in what he calls a “space that was very admiring of Black leadership.” The city has consistently had Black mayors for decades, and U.S. Rep. John Lewis lived right down the street. His mother was an educator and his father a pastor. “There were so many people who laid out a framework that gave me the hope and affirmation that I could be anyone I wanted to be… anything was possible,” he said. Rev. Bodrick is a graduate of Georgetown University, Harvard Divinity School, and Northeastern University School of Law. Today, he is the Senior PastorElect at the Historic Twelfth Baptist Church and, increasingly, he is looked to for his opinions on almost everything affecting the lives of Black Bostonians. “I think we’re in a very historic moment,” he said. “The pandemic has literally frozen us as a society. It has allowed us to take time to reassess our values and look at what really matters. It’s forced us as a community, at the intersection of race, to really grapple with the ugly side of our country. Violence against Black bodies, particularly by state actors, is not new to the Black community. But what is new is that we have instruments and tools to capture what would have been a rumor… and hold institutions and people to account in ways that we’ve never been able to.” Closing the wealth gap, housing affordability and public education are major issues for him. “The good thing about this moment is that we have a window of opportunity to address the systemic issues we face. If we can’t respond to this moment, then when will we?” 20
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SEGUN IDOWU grew up in Boston and draws inspiration from his grandfather, who was a pastor in Malden and very active in the Civil Rights Movement. “My grandfather was a classmate of Martin Luther King, Jr. and developed a friendship with him and with Virgil Wood and John Lewis,” he explained. “He was deeply involved in pulling together King’s 1965 march in Boston. I grew up listening to stories from that time. For me it was more than a chapter in a history book. It was a lived experience.” After attending Morehouse College, a historically Black men’s college, he came back to Boston and held a number of public and private sector jobs before becoming executive director of the Black Economic Council of Massachusetts in 2018. BECMA was founded in 2015 in reaction to a Federal Reserve Bank of Boston report, which showed that, while White households have a median wealth of $247,500, Black households have a median wealth of close to zero. BECMA works to promote Black-owned businesses and build Black wealth. “The biggest problem Boston has is that we’re not able to deal with systemic racism,” he said. “Our goal is not to beat racism, but to appear not to be racist. That’s an important nuance. When I was a kid, my parents would have company and ask me to clean my room, which I did by shoving everything under the bed. That’s what Boston has been doing for a long time—shoving everything away to appear that we’re not racist. We’re a majority minority city now and people of color are taking over important positions. We could even see a person of color as mayor. But if we don’t deal with the inherent racism in our systems, all of these will just be surfacelevel changes and we won’t actually create systemic change.”
“ THE BIGGEST PROBLEM BOSTON HAS IS THAT WE’RE NOT ABLE TO DEAL WITH SYSTEMIC RACISM.” –Segun Idowu
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IMMIGRATION AS A GLOBAL ISSUE PATRICIA MONTES grew up in a small village in Honduras. “My father
Patricia Montes is the Executive Director of Centro Presente, a member-driven, statewide Latin American immigrant organization that has been advocating for immigrants from Latin America since the early 1980s.
Alexa Cuellar was born in Chelsea to parents who fled El Salvador during the war there. She is a community organizer with Centro Presente and is in her final semester at Regis College.
was a peasant, a member of an Indigenous community,” she said, “and we were very poor. Our house didn’t have electricity or running water. My father was a big influence on me. He was the first in our family to go to college—although he didn’t finish—and he became an elementary school teacher. He was always fighting for justice.” While still in Honduras, she attended a Catholic college run by progressive nuns and went on to work at Catholic Charities. “During that time, I developed a lot of my critical thinking. I learned about the systemic problems plaguing Honduras—the poverty, corruption, violence—and I realized the connection between those problems and U.S. foreign policy.” Patricia came to the U.S. in 2004 in what she calls a “privileged” situation. “I was very fortunate because I married someone from the U.S. who was doing international work in Honduras, so I had the proper documentation.” Looking to the next decade, she said, “I think we have to change the way we have been approaching immigration. We have been seeing it as a domestic issue, but it’s really a global issue—a result of so many policies the U.S. has been implementing for decades. I think we should change the narrative and reflect that reality. “This moment is a time of reflection, change and opportunity. It’s about all of us rethinking and reimagining our society and challenging the status quo. And I think we need to challenge ourselves too—each one of us."
ALEXA CUELLAR was born and raised in Chelsea, but as the daughter of two parents who came to the U.S. fleeing the war in El Salvador, she identifies as Salvadoran. “My father was only 18 when he came here, but 20 years later, he still suffered from the trauma he experienced in El Salvador during the war. Even just the fear of being undocumented stopped him from feeling that he could seek help. As his daughter, I always wanted to help him, but I couldn’t really understand the fear he had because I was born here.” Just weeks before being interviewed for this report, Alexa’s father passed away. “He didn’t die of COVID,” said Alexa, “but he did
have it twice—and that weakened his system.” Alexa is in her last semester at Regis College, where she has learned about many of the tools she will need to help her navigate the future. “Centro Presente helped me discover my passion in life—working with and helping immigrants.” Looking forward, she wants to see people empower the immigrant community. “I’m talking about changing systems. I would like to see people from the Central American community given a greater platform. Many of them pay taxes and they work hard. They do a lot for our community that isn’t reciprocated. It’s a community that is invisible and marginalized.”
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FAMILIES AND CHILDREN FIRST Amy O’Leary is director of Early Education for All, a campaign of Strategies for Children. Clifford Kwong is a teacher at Ellis Early Education Center. When Amy first moved to Boston, she taught at Ellis and Clifford was in her very first preschool class there. They reconnected as adults and found that their philosophies about early education— deeply rooted in respect for students—were perfectly aligned.
AMY O’LEARY grew up in Connecticut and came to Boston with a bachelor’s in psychology and early education from Skidmore ready to join the workforce. She connected with another alumna, Margaret Blood, the founder of Strategies for Children, who hired Amy 10 years later. Now Amy continues the work that Margaret started, fulfilling the vision that an early educator could run a statewide campaign. She began her career in early education as a teacher at Ellis Early Education Center. “I say that I got a master’s degree in life at Ellis because the parents, children and educators taught me so much. “Before COVID, the early education system was already broken. Educators were undervalued and overlooked. There is opportunity in this disruption—to be shocked out of the way we’ve been doing things. To think about who we are as a community. What do we value? When I was a teacher and director at Ellis in the ‘90s, there was an infrastructure to support young directors like me so that we could learn from seasoned directors who were rooted in the community.” My hope for Boston is to reconfigure that infrastructure. “What would it really look like if we were a city that put young children and families first? How would it be integrated into everything? I don’t think it’s just the role of government to do that—everybody has a role to play.”
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“ I LOVE TEACHING AND HELPING MY STUDENTS, BUT AS I GET OLDER, I WANT TO HELP THE WHOLE CITY. I HAVE THE HEART OF BOSTON WITHIN ME.” – Clifford Kwong
CLIFFORD KWONG is a lead teacher at Ellis Early Education Center. He was born in the South End, the third of three sons, but the family moved to a bigger house in Quincy when he was born. His mother worked in the child-care field for 37 years and actually discouraged him from following in her footsteps. “She told me that I was going to have a lot of loans to pay and very low pay.” But teaching was in his DNA. He takes his role as a calling and a responsibility. “A teacher at Ellis told me that only a small percentage of students at Ellis have fathers. He said, ‘Cliff, you’re taking on a bigger role than you think.’ I take that seriously.” “I love teaching and helping my students, but as I get older, I want to help the whole city. I have the heart of Boston within me.” He was on a panel at the Boston Foundation about the ubiquitous low wages that early educators face and the wage disparities related to the age of the children they teach. “Brian Gold, who was moderating the discussion, said that the number of students in colleges and university pursuing teaching is declining. “I think we need to have more resources for the teachers we have now, but we also have to find ways to encourage more people to become teachers. One idea is a student loan forgiveness plan after you’ve taught for three to five years. Another teacher at Ellis taught me the idea of creating a blueprint for a child’s success. We need a blueprint for growing more teachers.”
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A True Partnership
OUR DONORS OUR DONORS ARE OUR CLOSEST PARTNERS AND MAKE EVERYTHING WE DO POSSIBLE. THEY STEPPED UP LIKE NEVER BEFORE IN RESPONSE TO THE MOST SERIOUS CRISIS GREATER BOSTON HAS FACED IN A CENTURY. WE THANK THEM FOR THEIR DEEP AND ENDURING COMMITMENT TO OUR COMMUNITY.
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DONORS
The Annual Campaign for Civic Leadership The following individuals, families and companies contributed to this year’s campaign to support the Boston Foundation’s civic leadership. Bold indicates supporters who have made major and multi-year commitments to the Annual Campaign for Civic Leadership, many in honor of Sandy Edgerley. $100,000+
Jampart Charitable Trust
Anonymous
John Hancock Financial
Brian and Karen Conway
Kraft Family Foundation
Sandra and Paul Edgerley
Barbara Kravitz
Elizabeth and Phillip Gross
Michael Krupka and Anne Kubik
Jack and Elizabeth Meyer
Jeannie and Jonathan Lavine
Dwight and Kirsten Poler
Sherry and Alan Leventhal
Jill and Niraj Shah
Liberty Mutual Foundation
$50,000-$99,999 Anonymous (2) Josh and Anita Bekenstein Jane Brock-Wilson The Klarman Family Foundation Linda Mason and Roger Brown Robert and Laura Reynolds
$25,000-$49,999
The Lynch Foundation Ronald O’Hanley
These contributions help us to serve as a think tank and advocacy organization, publish research into the most critical issues of our time and bring people together to exchange ideas, influence public policy and solve problems. We thank our donors for their generosity and support.
One8 Foundation Stephanie and Brian Spector Stansky Family Fund David and Louise Weinberg
$10,000-$24,999 Anonymous (10)
Anonymous (3)
Bank of America Charitable Foundation, Inc.
Amy and David Abrams
Beth Israel Lahey Health
Michelle and Bob Atchinson
Katherine K. Brobeck
Steven and Deborah Barnes
Michael and Lisa Bronner
Thomas and Lisa Blumenthal
Rick and Nonnie Burnes
Kevin and Julie Callaghan
Alexi and Steven Conine
John and Stephanie Connaughton
Eileen and John M. Connors, Jr.
Cummings Foundation
Jonathan and Margot Davis
Michael and Barbara Eisenson
Eastern Bank Charitable Foundation
Grace and Edward Fey
Thomas and Gayane Ebling
David and Nina Fialkow
Paul English
Nathaniel and Laura Foote
Eos Foundation
Chris and Mary Beth Gordon
Adam and Claire Forkner
Barbara and Amos Hostetter
James and Audrey Foster
Mitch Jacobson and Kathy Howard-Jacobson
Chris and Hilary Gabrieli Paul and Patricia Gannon 27
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The Hamilton Company Charitable Foundation Michael and Susan Hazard Bob and Kristine Higgins Robert and Diane Hildreth David Humphrey Edmund and Margaret Ingalls Albert and Diane Kaneb LARS Charitable Fund Jeffrey and Lisa Leiden James and Lois Lober Ian and Isabelle Loring Phil and Ellie Loughlin Anne R. Lovett and Stephen G. Woodsum Richard and Nancy Lubin Martin and Tristin Mannion Kristin and Paul Marcus Carl J. Martignetti William and Ann Marie McCarron Jane Mendillo and Ralph Earle III Robert S. and Mary Helen Morris David M. and Marion M. Mussafer Leslie and Devin O’Reilly Saul Pannell and Sally Currier Elizabeth and Robert Pozen Prime, Buchholz & Associates, Inc. Kristen and Paul Reeder John and Dorothy Remondi T.J. and Jody Rose Mark and Etta Rosen David and Marie Louise Scudder Sidman Family Foundation John and Susan Simon Robert Small and Christine Olsen Richard and Susan Smith Family Foundation C. David Swindell and Gail F. Goodman The Trefler Foundation Bruce and Kathleen Van Saun Robert L. and Jennifer S. Waldron
$5,000-$9,999 Anonymous (13) Pam and Bob Adams Barbara Jane Anderson Andrew Arnott Andrew and Melora Balson Jeffrey and Suzanne Bloomberg Blue Cross Blue Shield of Massachusetts Stephen and Alicia Bolze Boston Partners William T. Burgin Elyse D. Cherry John and Kathleen Connolly Jeffrey and Dana Davis
Denham Capital Management Richard and Marcia DeWolfe Douglas and Susan Donahue Fiduciary Trust Company Fabian and Suzanne Fondriest Gardiner Howland Shaw Foundation Tim Gassert Memorial Fund Robert and Linda Glassman Carol and Avram Goldberg Lawrence and Beth Greenberg Nicholas and Marjorie Greville Harvard Pilgrim Health Care Anthony and Brenda Helies Charles and Charlene Hyle Elizabeth and Woody Ives John Hancock Investments Michael and Martha Keating Pam Kohlberg and Curt Greer David and Maureen Krupa Edward and Berthe Ladd Paul and Mary Lee Nick and Karin Leschly Shari and Robert Levitan Charles and Susie Longfield Massachusetts General Hospital MassMutual Foundation Scott Nathan and Laura DeBonis National Grid USA Beatrice and Peter Nessen Joseph and Katherine O’Donnell Glenn and Faith Parker Jerry Rappaport, Jr. and Lori Rappaport Ellen Remmer and Chris Fox Karen F. Richards Rohda Family Charitable Foundation William Schawbel and Judy Samelson Margaret Schmidt and Kenneth Danila Binkley and Paula Shorts David and Stephanie Spina Scott E. Squillace, Esq. and Christopher J. Gayton State Street Foundation, Inc. Howard and Fredericka Stevenson James M. and Cathleen D. Stone Suffolk Cares Charitable Foundation, Inc. Peter Thorne and Katherine Gross Gregory T. Torres Gina and Mark Verdi Emily V. Wade Charles and Claudia Wu
$2,500-$4,999 Anonymous (2) Bruce J. Anderson Foundation Aixa Beauchamp and Thomas Melendez Margaret A. Bush Gerald and Kate Chertavian
Citizens Bank Eugene and Meredith Clapp Howard Cohen and Myra Musicant Commodore Builders Constance and Lewis Counts John H. Deknatel and Carol M. Taylor Timothy and Maureen Dibble Harron Ellenson Michael and Linda Frieze Peni A. Garber David and Anne Gergen Jennifer Gilbert Gourmet Caterers Kate Guedj Brian and Susan Kavoogian J. Dayne Lamb and Gardner N. Stratton McCall & Almy, Inc. James and Maureen Mellowes Herbert E. Morse and Ellenjoy Fields National Development Joseph G. Prone Foundation Robert and Jean Sheridan Jill and Michael Stansky John and Nadine Suhrbier
$1,000-$2,499 Anonymous (16) The 1156 Foundation A.W. Perry, Inc. David and Sharman Altshuler The Apgar Family Zamawa Arenas Jennifer W. Aronson W. Gerald Austen and Patricia Austen Robert Bechek and Elizabeth Freeman Bechek Roger and Anne Berman Joan T. Bok Boston Private Bank & Trust Company Peter A. Brooke Richard and Gail Buck Bunker Hill Community College Gordon Burnes and Suzie Tapson Jeffrey and Lynda Bussgang Catherine and Paul Buttenwieser Jim Canales and Jim McCann Katherine Chapman Stemberg Charles Street A.M.E. Church Susan Cheever Mike and Nancy Conley Lois and Linc Cornell Nicholas and Gretchen Covino Donna Cowan Todd Cronan Steve Crosby and Helen Strieder John and Diddy Cullinane Belden and Pamela Daniels
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STEERING THROUGH UNPARALLED TIMES The Annual Campaign for Civic Leadership The Annual Campaign for Civic Leadership made the Boston Foundation’s swift and effective response to this year’s multiple crises possible. Thanks to donors to the Campaign, the Boston Foundation was the first major organization in Greater Boston to create a special fund in response to the pandemic that made swift grants to nonprofits helping those most vulnerable. We also used our annual Greater Boston Housing Report Card to place a laser focus on housing in the era of COVID-19 through webinars and briefs on housing stability and race and equity in housing. Our research group, Boston Indicators, launched the COVID Community Data Lab, a website that presents key metrics to track the ways the current public health crisis is playing out. And we hosted important webinars on equity, justice and race.
Compelling webinars focused on the economic crisis and its impact on housing as well as racial equity and justice in response to the murder of George Floyd. DARLENE DEVITA
Olive Darragh Carol Deane The Druker Company, Ltd. William Edgerly Philip and Deborah Edmundson Thomas Feeley Ken Feinberg Judith and John Felton Daniel Fleishman and Barbara Shapiro Tom and Carla Fortmann Allan and Judy Fulkerson John and Janelle Gallagher Bink and Weezie Garrison Jeff Gore Rosalind Gorin and Matthew Budd Joshua and Sarah Greenhill Paul S. Grogan and Lauren Louison Grogan Steven and Barbara Grossman John and Kathryn Hamill Hill Holliday Olivia Hoblitzelle Thomas and Diane Hollister Brian Hyde and Joe Fiorello Income Research + Management Ira Jackson Jackie Jenkins-Scott Helen M. Jones Louis and Marcia Kamentsky Martin and Wendy Kaplan Becky Kidder Smith Rona Kiley Lisa and Roger Krakoff Paul and Mary La Camera John and Nancy LaPann Garrett Larivee Barbara Leggat Robert L. and Judy B. Lindamood Linde Family Foundation Will and Anastasia Lyman M&T Bank Paul Mashikian Edward and Sydell Masterman Janice and Bill McCall Robert Meenan Michael Mooney J. Keith and Angela Motley Frannie and Ben Moyer Robert and Joan Murray Sherif and Mary Nada J.D. Nelson Charitable Gift Fund Stephen and Cynthia O’Brien Kim Ogden and Frank Huntowski O’Neill and Associates Tracy and Leon Palandjian Robert A. and Veronica S. Petersen Kevin and Anne Phelan
Food pantries, such as Chelsea Collaborative’s popup site, were supported along with hundreds of community-based nonprofits providing supplies and much needed relief.
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Reverend Diana W. Phillips Sam Plimpton and Wendy Shattuck Larry and Valerie Post William and Helen Pounds Abby and Gene Record Steven Reny and Audrey Epstein Reny Dr. Jordan S. Ruboy Charitable Fund Paul and Ann Sagan Mark and Marie Schwartz Charles Scimeca Jim and Mimi Segel Malcolm and Barbara Sherman Charles E. and Deana M. Shirley Sherley Smith and Frederic Gardner Helen and Joe Soussou Micho Spring Summit Financial Corporation J.H. and Carolyn K. Walton C.A. Webb Benaree P. and Fletcher H. Wiley Judy and George Wilson Lynn Dale and Frank Wisneski Marshall and Katharine Wolf Peter and Ellen Zane
Up to $999 Anonymous (17) Jon Abbott and Shari Malyn AccuRounds Alchemy Foundation Carol and Howard Anderson Jay Ash Chris and Penny Austen Jim and Sharon Barrett Anthony and Jacqueline Baudanza Jeannie and Henry Becton Thomas Bentley and Allison Stokes Leonard Bernstein Kevin Bolduc Donald Bookstein and Helene Garber William and Angela Braman Thabiti A. Brown Steven Burke Vanessa Calderón-Rosado Melanie Camp Margaret W. Casey Stephen Chan and Tim Schofield A. Richard Cohn Robert Cooper and Miriam Leeser David and Emily Coyne Donna Cupelo J.H. Daingerfield and Constance R. Perry Andre and Marilyn Danesh Corey Davis Holbrook R. Davis Denterlein Worldwide Lynn DePippo
Gerry and Kathleen DeRoche Charles Desmond Lawrence S. DiCara Robert and Tara Donnelly R.J. Donofrio Jane Ellin and Rory Dela Paz David W. and Marion Ellis Deborah Ellwood and Andrew Dick Ellen Epstein Andrew and Schlonge Farrow Michael L. Fay and Carol L. Buckley Timothy Finley Barbara Freedman Wand and Mitchell Wand Susan Y. Friedman Nina Frusztajer Rev. Gregory Groover, Sr. David and Betsy Harris Megan A. Hathaway Daphne Hatsopoulos Natalie Herald Petie Hilsinger Barbara Hindley Nancy and Tom Howley Ogden Hunnewell Pamela and Ken Hurd Patrick and Shelsey Johnson Robin and Tripp Jones Susan and Jeffrey Jones Barbara Keezell Heather Coulter Kemp Jonathan Keyes Anne Kilguss KPMG, LLP Kersten Lanes Mary Kay Leonard and Richard W. Valachovic Martin Liebowitz and Mary M. Lassen Mark and Linda Lincoln Kevin and Maria Long Keith A. Mahoney Antoniya Marinova Don and Glenda Mattes Ruth A. Mattson Taidgh McClory Laura McConaghy and Ky Winborn Ted and Rachel McEnroe James F. and Katherine S. McHugh Harry Meade and Erica Schwartz Anmol Mehra Mary Jo Meisner Amber Mercer Myechia Minter-Jordan Mondrian Investment Partners Mary F. Myers Steve and Judi Nichols Bill Nigreen and Kathleen McDermott
Christopher Norris and Scott Bartley Judith Obermayer Thomas L. P. O’Donnell Vincent F. O’Donnell Pauline O’Leary and John Malarkey Elizabeth Pauley Emma Penick Adrienne Penta Ross and Anne Perry Margery and Mark Piercey Michael and Erika Plant Jeffrey Poulos Helen C. Powell Bernard and Suzanne Pucker Miriam Reeder Hanson Reynolds Marie E. Roberts James Davitt Rooney Edith and David Ross Travis Roy Elizabeth Saltonstall Anthony M. Sammarco and Cesidio L. Cedrone Jocelyn Sargent Carole Schlessinger Helen Chin Schlichte Jeremy Seeger Amy Sennett and Daniel Koh Jennifer P. and Daniel I. Sherman Joshua and Randi Simons Tim P. Smith Julie Smith-Bartoloni David Snead Gail Snowden William and Christine Speciale Benjamin and Kate Taylor Peter and Laurie Thomsen Paul F. Toner Loren Van Allen Alfred and Marta Van Ranst William Walczak Charles A. Walsh III Stephanie Ward Robert Weinstein Jean and William Whitney Christopher and Nancy Winship Katherine B. Winter Howard L. Wolk Kaelin Woods Beth Young Albert and Judith Zabin Sasha Zuflacht
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Growing the Permanent Fund for Boston DONORS WHO HAVE GIVEN $1 MILLION OR MORE
The following list includes donors who have made gifts totaling $1 million or more to the Permanent Fund for Boston, with the year of their first contribution noted in parentheses. Bold indicates that they are Centennial Circle Donors who committed $1 million or more during the Boston Foundation’s Centennial campaign. Anonymous (1990, 2001, 2002, 2010, 2016, 2018)
Alfred C. Harcourt Trust (2002)
Charles Ansbacher Foundation (2015)
Barbara and Amos Hostetter (2008)
Theodore C. Hollander Trust (1994) Estate of Francis C. Huvos (2003)
Estate of Reginald Benting (1984) Brother Thomas Charitable Foundation (2008) A. Page Browne, Jr. Trust (2006) Franklin S. and Cynthia B. Browning (1997) Estate of Winifred I. Clapp (1990)
Robert K. Kraft and Family (2016) Estate of James Longley (1918) Mason Charitable Remainder Annuity Trust (2001) Willis Munro Trust (1990) One8 Foundation (2016)
Joseph E. Corcoran (2016) Desh and Jaishree Deshpande (2018)
Robert A. and Veronica S. Petersen (2016)
Sandra and Paul Edgerley (2015)
Stephanie and Brian Spector (2016)
Estate of Lucy Fields (2009)
Esther G. Stoddard Trust (2007)
The Flow Fund (2015)
Vingo Trust II (1994)
Paul and Patricia Gannon (2015)
Arthur M. Winn and Family (2020)
At the heart of everything the Boston Foundation has accomplished this year—and every year for more than a century—is the Permanent Fund for Boston. This essential fund was established through bequests left by forwardthinking Bostonians and has been strengthened by outright gifts. It supports innovative work in the arts, education, health, housing, workforce development and other important areas of civic life.
Charles Hapgood Trust (2009)
CENTENNIAL CIRCLE DONOR A Tribute to Joseph E. Corcoran In seeking ways to improve economic opportunity for low-income children across America, today’s economists are pointing out the benefits of growing up in mixed-income neighborhoods— something Joseph Corcoran promoted over the course of his entire career. Boston lost a champion in affordable housing this year with the passing of Joseph Corcoran on June 3. He was a national leader in planning and building mixed-income housing developments. He was also a great philanthropist. When the Boston Foundation celebrated its Centennial five years ago, Joe Corcoran was one of more than a dozen donors who contributed outright gifts of $1 million to the campaign. We mourn his passing—and will always remember him for his generous legacy.
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$10,000-$999,999
The following list includes donors who have made gifts totaling $10,000 – $999,999 to the Permanent Fund for Boston, with the year of their first contribution noted in parentheses. Anonymous (17) (1992-2019)
Ellen E. Carroll Trust (1979)
George R. Farnum (1982)
Estate of Alice A. Abbott (1967)
Estate of Charles T. Carruth (1983)
Mary C. Farr Trust (2006)
Rosalin Acosta (2013)
Dorothy Jordan Chadwick Fund (2001)
First National Bank of Chicago (1990)
Pamela D. Adams (2016)
Fay M. Chandler (2001)
Estate of Benjamin Fisher (1996)
Estate of Edith Allanbrook (2003)
Estate of Gladys Chiquoine (1983)
Estate of Barbara B. Fontaine (1997)
Estate of Emily T. Allen (2007)
Robert M. Christison Trust (1984)
Martha M. Fosdick Fund (1978)
Margaret Shaw Allen Trust (1982)
Estate of Helen A. Claflin (1992)
Estate of Edith R. Fottler (1948)
Estate of Matilda S. Alley (1964)
Estate of William H. Claflin (1983)
Ruth S. Frake Trust Bequest (1981)
Estate of Miriam S. Alley (1965)
Lucille Francis (2015)
Joel Alvord and Lisa Schmid-Alvord (2015)
Combined Jewish Philanthropies of Greater Boston (1991)
Margaret S. Atwood Trust (1970)
Commonwealth of Massachusetts (2009)
Estate of Anna C. Frothingham (1941)
Estate of Margaret E. Babcock (1973)
Estate of Anastasia Conte (1988)
John Lowell Gardner Fund (1987)
Estate of Annie O. Baldwin (1953)
Ford H. Cooper Trust (1982)
Estate of Forrest C. Gates (1970)
James R. Bancroft Trust (1983)
Barry B. Corden (2012)
Estate of Mary M. Geist (1982)
Bank of New York Mellon (1991)
Estate of Maria Corinne Dana (1963)
Estate of Pauline S. Germeshausen (2006)
Helen C. Barker Trust (1990)
Edward Hyde Cox Trust (2001)
Estate of Harriett M. Bartlett (1990)
Michael F. Cronin (2004)
Georgiana Goddard Eaton Memorial Fund (2018)
Estate of Wilbert S. Bartlett (1969)
Estate of Arthur S. Cummings (1943)
Elizabeth D. Goldsmith Trust (2011)
The Beacon Companies (1997)
Joan Pokross Curhan and Ronald C. Curhan (1990)
Grand Bostonians Dinner (1984)
Estate of Charlotte E. H. Curtis (1940)
Donald Gregg (1963)
Theodore H. Cutler (2015)
Estate of Patricia Grisham (1964)
Anne H. Davis Trust (1964)
Estate of Joseph Guild (1964)
Richard A. Berenson Family Trust (2000)
Davis Family Charitable Foundation (2016)
Estate of John H. Hagopian (2002)
Nelson Bigelow Trust (1990)
Gladys Dean Trust (1977)
Estate of Ellen Page Hall (1931)
Estate of William L. Birely (1959)
Estate of Jean Hanlon (1991)
Dr. Barry Bluestone (2017)
John H. Deknatel and Carol M. Taylor (2016)
Estate of Edmund Bridge (1933)
Luisita L. Denghausen Trust (1990)
Carrie A. Hartley Trust (1963)
Estate of Frederick W. Bridge (1942)
Martin Deutsch (1997)
Estate of Elizabeth M. Hay (1972)
Mr. and Mrs. Peter Brooke (1994)
Grace L. Diggles Trust (1993)
Haymarket People’s Fund (1994)
Mabel M. Brown Trust (1991)
Estate of Kenneth S. Domett (1960)
Estate of Fred R. Hayward (1969)
Peggy A. Brown (2008)
Phyllis G. Downing Trust (2001)
Helen P. Hennessey Trust (1984)
Katherine H. Browning Trust (1991)
Lisa J. Drapkin (2014)
Ada H. and Clara Hersey Trust (1955)
Build the Out-of-School Time Network (2020)
Estate of Mary Frances Drown (1929)
Elizabeth D. Herteli Trust (2003)
Henry Burkhardt III (1986)
Wm. Arthur Dupee Memorial Fund (1984)
Vladimir N. Herteli Trust (2003)
Estate of Jesse F. Burton (1971)
Dusky Foundation (2013)
Catherine and Paul Buttenwieser Foundation (1991)
Eastern Bank Charitable Foundation (2014)
Cabot Family Charitable Trust (2001)
Estate of George H. Eastman (1971)
Linda Cabot Black Foundation (2006)
David J. Elliott and Hungwah Yu (2003)
Estate of Susan Cabot (1947)
Paul Elliott Trust (1991)
William Putnam Cabot (1970)
Virginia Ellis Memorial Fund (1976)
Kevin T. and Julie Callaghan (2016)
Leon R. Eyges Memorial Fund (1963)
Nancy Beals Trust (1984) Estate of George P. Beech (2003) Diane Beever Charitable Remainder Unitrust (2008)
Estate of Alma L. Frost (1948)
Estate of Anne C. Gray (2010)
Estate of Dorothy C. Harris (1967)
George L. Hill Trust (2002) Estate of Anna P. Hills (1969) Estate of Harry Holland (2008) Estate of Grace Scott Hollett (2005) Estate of Agnes G. Homes (1961) Katherine B. Hood (2001) Estate of Adeline D. Hooper (1973) Estate of Mary Frothingham Hooper (1961)
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Estate of Elizabeth B. Hough (2000)
Reinier Moquete (2014)
J. de Vere Simmons Trust (1985)
Donald J. Hurley Memorial Fund (1978)
Gertrude Morrison Trust (1965)
Estate of Muriel Hurovitz (2019)
Estate of John Wells Morss (1940)
Alice Wilder Smith in memory of Frank Langdon Smith (1968)
Jane W. Hyman (2002) Mark Hyman, Jr. Trust (1999)
Wilbert G. and Eunice Muttart Foundation (2007)
Institute for Affirmative Action (2007)
Mrs. Robert B. Newman (2001)
Irene C. Smith Trust (1975)
International Council Trust (2000)
Nixon Peabody LLP (1997)
Reynolds R. and Pamela M. Smith (2006)
Greg and Maria Jobin-Leeds (2015)
Northern Trust (2006)
Florence Snelling Trust (2006)
Stephen P. Jonas (2007)
The Overbrook Foundation (1990)
Dr. William Davies Sohie, Jr. (1990)
Cyril H. Jones Trust (1974)
Francis Ward Paine Foundation, Inc. (1982)
Helen Spaulding (1990)
Estate of John Adams Paine (1967)
Estate of Francis M. Stanwood (1961)
Estate of Winthrop D. Parker (1967)
Estate of Albert J. Stone, Jr. (1960)
Theodore G. Patterson Trust (2004)
Estate of Mary P. Stone (1948)
Estate of Mary F. Pearl (1997) Estate of Annie S. Penfield (1979)
Stephen and Sybil Stone Foundation (2003)
Phillip Perelmuter (2014)
Gertrude T. Taft (1956)
Estate of Paul Kimball (1964)
Janet S. Perkins Charitable Remainder Unitrust (2000)
Tech/Ops, Inc. (1982)
Pauline Kleven Trust (1990)
Philanthropic Collaborative, Inc. (2000)
Estate of James G. Knowles (1982)
Estate of Blanche E. Philbrick (1965)
Dr. and Mrs. Arthur R. Kravitz (1987)
Hetty R. Phillips Trust (1980)
Estate of Louise P. Kush (1997)
Estate of Mary N. Phillips (1974)
United Asset Management Corporation (1997)
Aimee Lamb Trust in memory of
Estate of J. Christie Pingree (1957)
Estate of Willis S. Vincent (1940)
Winthrop and Aimee Sargent (1980)
David R. Pokross, Jr. (1996)
Herb and Charlotte Wagner (2015)
Estate of Ida Fales Lamb (1967)
William J. and Lia G. Poorvu (1997)
Clara Wainwright (1998)
Lambert Marital Trust (2007)
Wallace Foundation (1998)
Mr. and Mrs. Herbert Lee (1999)
Robert O. Preyer Charitable Lead Unitrust (1992)
Thomas Lee (1997)
Estate of Carrietta W. Proverbs (1984)
Ross Jones and Emily Nielsen Jones (2015) Estate of Frances A. Jordan (1978) Estate of Ethel M. Joy (1993) Louis and Marcia Kamentsky (2013) The Keane Family Foundation (1997) Mr. and Mrs. John F. Keane (2001) Vera Kilstein (2019)
Barbara Estabrook Livermore Trust (1982)
Bernard and Suzanne Pucker (2016) Esther Frances Quinn Trust (1995)
Caleb Loring Jr. and Rosemary M. Loring (1997)
Mr. Robert A. Radloff (2000)
George and Ellen Lovejoy (2015)
Estate of Frank L. Richardson (1975)
Cora E. MacKenzie Trust (1973)
Estate of Charles E. Riley and Agnes Winslow Riley (1972)
Mr. and Mrs. Gael Mahony (1982) Anna E. Markus (2016) Estate of Clara N. Marshall (1943) Adalaide Sargent Mason Trust (1982) Mass Development (2003) Mass General Brigham (2014)
Estate of Bertha J. Richardson (1975)
Mabel Louise Riley in memory of Charles Edward (1972) Harry & Minnie Rodwin Memorial Fund (1975) Professor and Mrs. Walter J. Salmon (1997)
Ethel Fay McGuire Trust (1973)
Florence M. Scott Trust (1971)
Thomas Melendez and Aixa Beauchamp (2013)
David and Marie Louise Scudder (2001)
David D. Moir Revocable Trust (1991) Estate of Arthur W. Moors (1950)
Estate of Eleanor Smith (1986)
Spaulding-Potter Charitable Trusts (1972)
Tiny Tiger Foundation (2001) Estate of Lenna R. Townsend (1952) Margaret Castle Tozzer Trust (1978)
Estate of John M. Ward (1927) Leo Wasserman Foundation (1997) Estate of Madeline Cobb Webber (1973) Edwin S. Webster Foundation (2000) Estate of Louise M. Weeks (1944) Estate of Arthur W. Wheelwright (1963) Estate of Stetson Whitcher (2008) Estate of Joseph A. White (1979) Estate of Edward E. Williams (1950) Estate of Lizzie A. Williams (1951) Estate of Mary Denny Williston (1998) Winston Salem Foundation (1991)
Harriet Rogers Unitrust (1990)
Estate of Ann G. McFarlane (2000)
MFS Investment Management (2014)
Edson B. Smith Trust (1984)
Estate of Helen S. Sharp (1966) Estate of Frank R. Shepard (1954) Arthur L. Sherin Trust (2008) Estate of Anne G. Shewell (1984)
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Members of the Boston Foundation’s Legacy Societies are deeply committed to providing the Boston Foundation with the resources it will need— not only today, but into the future—in order to meet the ever-changing needs of our community. We thank these generous donors and honor them here.
CENTENNIAL SOCIETY
The following donors have confirmed legacy commitments of $1 million or more to grow the Permanent Fund for Boston. Anonymous (10)
The McLachlan Family
Diane DeSerras Arenella
Jack Mitchell
James F. Becker and Randal D. Rucker
Bill Nigreen and Kathleen McDermott
Rick and Nonnie Burnes
Robert A. and Veronica S. Petersen
Sy Danberg
Sam Plimpton and Wendy Shattuck
Belden, Pamela, and Andrew Daniels
Joseph G. Prone Foundation
Marilyn J. Darling
Robert A. Radloff
Richard and Marcia DeWolfe
Marilyn and Robert Root
Ruth Dinerman
Lindsey A. Rosen
Michael and Barbara Eisenson
Dr. David and Mrs. Judith M. Schurgin
David J. Elliott and Hungwah Yu
Sandra M. Stark
Grace and Edward Fey
Mark and Grace Sullivan
Atsuko and Larry Fish Peni Garber Brian Hyde Jane Wegscheider Hyman Louis and Marcia Kamentsky J. Dayne Lamb and Gardner N. Stratton Edward J. LeMay Anne R. Lovett and Stephen G. Woodsum
CENTENNIAL SOCIETY DONORS Belden and Pamela Daniels Belden Daniels was educated in law, economics and finance, and early on realized that his mission was to take the skills learned in the private sector and apply them to community economic development. He became a pioneer of social impact investing. Pamela has spent her life in education—as a student, teacher, parent, writer, dean, advisor and advocate. Together they are leaving a major legacy to the Permanent Fund for Boston. In their own words, they want to “make possible innovative programs and projects to support aspiring Boston youth in STEM education and careers.”
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LONGLEY LEGACY SOCIETY
ROGERSON LEGACY SOCIETY
The following donors have confirmed legacy commitments of up to $999,999 to grow the Permanent Fund for Boston.
The following donors have documented their intention to carry out their legacy giving through Donor Advised Funds or Designated Funds at the Boston Foundation. Anonymous (37)
James A. Kilmurray and Janice L. Quiram
Mary Lee T. and Peter C. Aldrich
G. P. Paul Kowal
Anonymous (7)
G. Thomas and Allison Aley
Barbara N. Kravitz
Howard and Carol Anderson
Barbara Jane Anderson
Virginia Kropas
Hanna and James Bartlett
Geoffrey D. Austrian
Frances J. Lee-Vandell
Sherwood E. Bain
Donald J. and Susan Kelley MacDonald
Mary Barber
Robert and Poppy Mastrovita
Rich Becker
Stephen J. McCarthy
Laurie A. Bencal, CPA
Meredith and Elsa McKinney
Doreen B. Biebusch
The McLachlan Family
Thomas W. Bird
Rabbi Bernard H. Mehlman
David Blot
Thomas M. and Catherine Axon* Elder
Edward J.* and Jane S. Michon
Kenneth S. Brock
Charles Fessenden Morse
Ellen Epstein and Rose* and Lee* Epstein
Jacob F. and Barbara C. Brown
Frederick W. Neinas, M.D.
Paul and Patricia Gannon
Rick and Nonnie Burnes
Paul S. Grogan
Margaret A. Bush
Carl H. Novotny and Rev. Judith Swahnberg
Kate Guedj
Frank and Ruth Butler
Mark A. and Judith A. Osborne
Dean T. Hara and Congressman Gerry E. Studds*
David and Gay Campbell
Douglas D. and Geraldine Payne
Helen T.W. Chen and Keith R. Ohmart
Nancy E. Peace
Ann S. Higgins
Stanley* and Josephine Chen
Robert A. and Veronica S. Petersen
Helen M. Jones
Edward A. and Penny Cherubino Marilyn Darling
Warren Radtke and Judith Lockhart Radtke
David S. and Shirley G.* Dayton
Chris Remmes
Leslie F. DiBona
Richard L. Robbins
R. J. Donofrio
Edith M. Routier
Malcolm Dunkley
John A. Russell
Anita Maria Elliott
Wendy C. Sanford
Ellen Epstein and Rose* and Lee* Epstein
Margaret Schmidt and Kenneth Danila
Rabbi Bernard H. Mehlman
Joe Fiorello
Binkley and Paula Shorts
Timothy and Deborah Moore
Sandra and Philip* Gordon
Ellen L. Simons
Herbert E. Morse and EllenJoy Fields
Andrew C. Goresh
Edward G. (Ted) and Nancy L. Smethurst
Katharine S. Nash
Dr. G. Anne Guenzel
Cheryl H. Smith
Beatrice and Peter Nessen
Charlotte I. Hall
Scott E. Squillace, Esq.
Marilyn L. Harris
David F. and Patricia R. Squire
Barbara Hauter Woodward
Arthur L. Stevenson*
William G. Henderson and Carol M. Brogna Henderson
Anne B. Stone
Petie Hilsinger
Libby and Sidney Topol
Kenneth D. and Cynthia L. Holberger
Wendy C. Sanford
Alan and Pamela Trefler
Chuck Holland
Joy E. Van Buskirk
Jennifer P. and Daniel I. Sherman
Helen R. Homans
Peter S. and Pamela L. Voss
Charles E. and Deana M. Shirley
Emily C. Hood*
Binkley and Paula Shorts
Marjorie Howard-Jones
Robert R. Wadsworth and Catherine E. Moritz
Scott E. Squillace, Esq.
Stephen G. and Rosemarie Torres Johnson
Inge J. Wetzstein
Charles A. Walsh III
Karen A. Joyce and John Fitzgerald
Constance V. R. White
Ruth G. Kahn
Eric S. and Linda H. White
Louis and Marcia Kamentsky
Jeffrey and Theresa Whitehead
Gary P. Kearney, M.D. and Susan Kearney
Michael N. and Mary M. Wood
Barry Bluestone and Mary Ellen Colten* Janine Bouchard Margaret A. Bush Barry B. Corden Constance and Lewis Counts R. J. Donofrio
Jonathan and Judy* Keyes Anne F. Kilguss Peter and Stephanie Kurzina Coleman & Carol Levin Fund Bernadette M. MacPherson Barbara and Myron* Markell
Ruben D. Orduña Jennifer Jossie Owens Nathaniel Pulsifer Gary and Natalie Robinson Anthony Mitchell Sammarco
Ann and Hans Ziegler *Deceased
Anne Thompson
*Deceased 35
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At The Heart of Our Work
THE PERMANENT FUND FOR BOSTON THE PERMANENT FUND FOR BOSTON IS GREATER BOSTON’S ENDOWMENT AND THE MOST FLEXIBLE FUND HELD BY THE BOSTON FOUNDATION, GIVING OUR STAFF AND BOARD MEMBERS THE CRUCIAL RESOURCES THEY NEED TO RESPOND TO THE MOST PRESSING ISSUES FACING OUR COMMUNITY— TODAY AND EVERY DAY. IT IS MADE UP OF HUNDREDS OF SEPARATE FUNDS THAT ARE EITHER UNRESTRICTED OR FIELD OF INTEREST FUNDS.
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FUNDS
Permanent Fund for Boston UNRESTRICTED FUNDS
The following funds are either totally unrestricted or directed to a general issue or area of concern. Many of these funds were established by families or organizations to honor loved ones or treasured colleagues by naming the fund after them. The year the fund was established is listed in parentheses. Emily Tuckerman Allen Fund (2006)
Frank B. & Watson G. Cutter Fund (1984)
Anonymous Fund X (2018)
James Dean Fund (1947)
Thomas F. Lambert, Jr. and Elizabeth Branon Lambert Fund (2007)
Area IV Fund (2015)
Katherine E. Dooley Fund (1998)
Polaroid Fund (1997)
Geno A. Ballotti Fund (1985)
Herbert and Lucy Fields Fund (2009)
Ruth M. Reiss Memorial Fund (1997)
Irene W. Bancroft Fund (1997)
Edward Glines Fund (1939)
James R. Bancroft Trust Fund (1985) Harriett M. Bartlett Fund (1988)
Rev. Ray A. Hammond Fund for the Neighborhoods of Boston (2010)
Samuel H. & Lizzie M. Robie Trust Fund (1983)
J. E. Adrien Blais Fund I (1968)
Nathaniel Hooper Fund (1939)
The Barry Bluestone and Mary Ellen Colten Legacy Fund (2017)
Grace A. Jacobs Fund (1989)
Franklin S. & Cynthia B. Browning Fund (1989)
Karoff Fund for Leadership in Philanthropy (2017)
Walter J. & Marjorie B. Salmon Fund (1999) Robert Wadsworth Fund for the Future of Boston (2008)
Michael B. Keating Fund for Justice and Social Equity (2016)
FIELD OF INTEREST FUNDS
The following funds are directed to a particular issue or area of concern. Many of these funds were established by families or organizations wanting to honor loved ones or colleagues by naming a fund after them. The year the fund was established is listed in parentheses and new funds are bolded. Accelerating Investment for Health Communities (AIHC) (2020) Solomon Agoos Fund (1987) Arts Fund (1998) Edith Allanbrook Fund (2003) Boston Parks Access Fund (2003) Free for All Endowment Fund (2014) Edward Hyde Cox Fund (2001) Anna Faith Jones Arts Fund (2001) MassDevelopment Arts Fund for Community and Economic Development (2003)
Stephen and Sybil Stone Arts Fund (2003) Brother Thomas Fund (2008) Brooks White, Jr. Memorial Fund (2001) Edith M. Ashley Fund (1961) Asian Community Fund (2019) Diane Heath Beever Memorial Fund (2008) J. E. Adrien Blais Fund II (1968) J. E. Adrien Blais Fund III (1968) BOSTnet Fund (2020) Emily Budd Fund (1961)
Business Equity COVID-19 Emergency Fund (2020) Business Equity Fund (2018) Camping Associates of Roslindale & Milton Fund (1982) Communities Care WNY Respite Pilot (2020) Community Organizing & Advocacy Endowment Fund (1988) Coolidge Christian Education Fund (1994) COVID-19 Equity and Entrepreneurship Fund (2020)
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Covid-19 PPE Fund (2020) COVID-19 Response Fund (2020) Curtis International Council Fund (2000)
Vera Kilstein and Sarra Victorine Fund (2019)
Fund for Self-Reliance (1989)
King Boston (2018)
Katherine Dexter Shelman Fund (1955)
David W. Cushing Fund (1988) DACA Dream Fund (2018)
Kraft Family Non-Profit Emergency Fund (2016)
Arthur L. Sherin and Frances C. Sherin Fund (2003)
Mabel Walsh Danforth Fund (1950)
Louise P. Kush Fund (2016)
The Shout Syndicate Fund (2018)
Virginia Herrick Deknatel Fund for Children’s Services (2002)
Edith Shedd Larsen Fund (1963)
Sophia Snow Fund (1949)
Latino Legacy Fund (2012)
Helen & Marion Storr Fund (1986)
Major Arthur M. Diggles Foundation Fund (1993)
MAAH Stone Book Prize Fund (2019) Maude A. MacNaught Fund (1980)
Stuart-Jones Trust Fund of the All Souls Lend A Hand Club, Inc. (1994)
Annie S. Dillaway Fund (1966) Kate Ellis Fund (1954)
Azad & Doris Maranjian Charitable Trust Fund (2009)
Carroll J. Swan Memorial Fund for Children’s Charities (1936)
Equality Fund (2012)
Massachusetts Civic League Fund (1984)
Nelson E. Weeks Fund (1938)
Mary C. Farr Arts Fund (2006)
Massachusetts United for Puerto Rico (2018)
Fanny Wharton Fund (1920)
The Flow Fund (2015) Frederika Home Fund (1980)
Willis Munro Fund (1990)
General Support Fund for Education (1989)
Harry L. Nason Fund (1954) Florence Arnaud Newton Fund (1956)
Elizabeth D. Goldsmith Fund for Families (2011)
Grace G. North Fund (1955)
Hack.Diversity (2017)
Augustus Page and Grace Fagan Browne Memorial Endowment Fund (2006)
Charles W. Hapgood Trust Fund (1987)
Norman Everett Pearl Fund (1997)
Harcourt Family Fund (2002)
Janet S. & George T.B. Perkins Fund (2000)
Mary Harris Fund (1941) Grace L. Holland Fund (2008) Theodore C. Hollander Trust Fund (1929) Jacoby Club of Boston Fund (1984) Jamaica Plain Dispensary Fund (1963) Charles Frederick Joy and Dora Marie Joy Fund (1993)
Petersen Family Fund for the Environment (2016)
Louis Agassiz Shaw Fund (1992)
Katherine C. Wheeler Fund (1988) Fund for Preservation of Wildlife & Natural Areas (1994) Herbert Farnsworth Fund (1994) Hollis D. Leverett Memorial Fund (1994) Ruth and Henry Walter Fund (2011) Arthur L. Williston and Irene S. Williston Trust For Education (1954) Mary Denny Williston Fund (1970) Window Shop Fund (1989) Gladys W. Yetton Fund (1970)
Louise Phillips Bequest Fund (2003) David R. Pokross Fund for Children in Need (1997) Alice F. Rosenquist Fund (1985)
PARTNERING TO SUPPORT BUSINESSES The Business Equity COVID-19 Emergency Fund
This year, several Field of Interest Funds were quickly established within the Permanent Fund for Boston to respond to the emergencies faced by our community as a result of the COVID-19 crisis. The Business Equity Fund at the Boston Foundation was a founding member of one of them—a coalition designed to help ensure that businesses owned by people of color survive this pandemic. Other members include Amplify Latinx, the Black Economic Council of Massachusetts, CommonWealth Kitchen, the Foundation for Business Equity’s Business Equity Initiative and Ujima Boston. The Fund raised capital to provide no interest bridge loans and crisis response support teams to Massachusettsbased Black and Latinx businesses across the state.
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Donor Advised Funds The year the fund was established is listed in parentheses and new funds are bolded. In addition to the 31 new Donor Advised Funds listed in bold, there were two new anonymous Donor Advised Funds in fiscal year 2020. 3C Fund (2013) 63 Marlborough Street Fund (1985)
Jennifer Winn Aronson Philanthropy Fund (2019)
A & E Educational Quest Fund (2005)
Artful Impact Fund (2020)
Walter and Alice Abrams Family Fund (2006)
Atalaya Fund (2013)
Abromowitz/Ruttenberg Family Fund (2001)
Ausschnitt Fund (2005)
Atlantic Fund (1998)
Acacia Fund (2005)
The Christopher A. Avery Charitable Fund (2020)
Adler Family Fund (2006)
Victoria J. Avery Charitable Fund (2015)
Adlib Foundation (2010)
Kathryn and Charles Avison - Miriam Avison Charitable Fund (2005)
Adopt-A-Statue Endowment Fund (1988) Adopt-A-Statue Program - Bill Russell Legacy Project (2014) Affinity Services Corporation Fund (2003) The Ajax Foundation (2020) The Akili Fund (2016) James F. Alenson Memorial Fund (2007) Aley Fund (2010) Aliad Fund (1994) Linowes Alinsky Philanthropic Fund (2018) Emily T. Allen, Linda P. Allen and F. Towne Allen Charitable Gift Fund (2004)
Susan M. Aygarn and Michael R. Aygarn Charitable Donation Fund (2012) The Ayres Family Fund (2020) Back Porch Fund (2015) Bagley Family Fund (2016) Bain Capital Relief Fund (2018) Royal P. Baker & Stephanie S. Baker Memorial Fund (1988) M. Baldwin Family Fund (2016) John & Judith Barber Fund (2003) Richard Allan Barry Fund (2003)
Rosamond W. Allen Charitable Fund (2004)
Hanna and James Bartlett Fund (2015)
Dwight & Stella Allison Fund (1982)
Baupost Group Charitable Fund (2004)
Alper Family Fund (1996)
Beachcomber Fund (2008)
Altus Dental Insurance Company Fund (2020)
Bellinger Fund (2008)
George and Nedda Anders Fund (1992) Barbara Jane Anderson Fund (2000) Ashley Anderton Memorial Fund (2017) Selma and Bayness Andrews Fund (2007) Michael & Ellen Angino Fund (1998)
The Boston Foundation is proud to be a supportive partner to individuals, families and companies who utilize the Foundation’s Donor Advised Fund program to pursue their own philanthropic interests and make a difference through charitable giving.
Baudanza Family Fund (1998)
Benjamin Foundation (2006) William D. & Mary E. Benjes Fund (1985) Jane Bernstein Fund (2006) Best Doctors Charitable Foundation (2011)
Anony Fund (1999)
Charlotte Saltonstall Bigham Memorial Fund (2005)
Ansara Family Fund (2006)
Bird Fund (1999)
Anthes Weitz Family Fund (2015)
Bill Bither Charitable Fund (2014)
Anthropologists’ Fund for Urgent Anthropological Research (1996)
Bitpipe Legacy Fund (2005)
Arba Lifnot Boker Fund (1993) Arch Stanton Charitable Fund II (2016)
NICSA/William T. Blackwell Scholarship Fund (1995)
Armony Erel Charitable Fund (2009)
Emmanuel and Jane Blitz Fund (1993)
Black Philanthropy Fund (2009)
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Blue Piano Fund (2018) Tom and Lisa Blumenthal Family Foundation (2006) Joan T. Bok Fund (1998)
Charles Ezekiel and Jane Garfield Cheever Fund I & II (2006)
Kate Crozier Fund (2008)
Chelsea Community Fund (1998)
Tarrant and Laura Cutler Charitable Gift Fund (2009)
Cuming Family Endowment Fund (1996)
Bolze Family Fund (2013)
Joyce Chen and Helen Chen Foundation Fund (1995)
The Bonomo Family Fund (2017)
Cherry Stone Archives Fund (2011)
Dainger Fund (1998)
David Bor and Henrietta Barnes (2018)
Chertavian Family Fund (2006)
Dammann Boston Fund (2004)
BPE/Bank of Boston 200th Anniversary Fund (1983)
The Mitchell D. Chester Memorial Fund (2018)
Lawrence B. and Elisabeth T. Damon Charitable Fund (2014)
Braverman Family Fund (1993)
Christ on Earth Fund (1989)
Bride-McEnany Fund for Empowering Women (2014)
Michael W. Christian Memorial Fund (1987)
Daniels Fund for Aspiring Boston Youth (2015)
Bronner Charitable Foundation (2006)
Dr. & Mrs. B.U. Chung Fund (2000)
Brooke Family Donor Advised Fund (2008)
Chung Family Fund (2000)
Jeff and Dana Davis Charitable Fund (2020)
Churchill Family Fund (1997)
Kimberly Dawson Charitable Fund (2012)
Peter A. Brooke Fund (1999)
Circle Fund (1998)
John H. Deknatel Family Fund (2010)
Peter W. and Ruth H. Brooke Fund (2004)
Civic Engagement Fund (2011)
The Christine A. Brown Fund (2019)
CJE Foundation Fund (2007)
Marshall and Laura Derby Charitable Fund (2008)
Brumme Family Fund (2018)
Clark Family Fund (2011)
Bill and Barbara Burgess Fund (2003)
Clementine Fund (2015)
William T. Burgin Fund (2001)
Coit Family Fund A (2002)
John A. Butler Memorial Fund (1989)
Colby Charitable Fund (1981)
Kairos Butler Fund (1994)
Colin’s Joy Project (2019)
Butler’s Hole East (2012)
Colony Road Fund (1997)
Butler’s Hole Fund (1995)
Commonwealth Children’s Fund (2018)
Butler’s Hole North (2012)
Condor Street Fund (1989)
Butler’s Hole South (2012)
Karen and Brian Conway Fund (2017)
The Byong Uk Chung Memorial Fund (2018)
The Pat Cooke Fund (2016)
C & K Foundation Fund (2000) Norman L. Cahners Fund (1984) The Cali-Evett Family Fund (2020)
Coolidge Family Fund (1982) Cooper Leeser Family Fund (1997) The Ann & Will Cordis Fund (2019)
Campbell Foundation Fund (2003)
Stephanie Dodson Cornell and James Cornell Family Foundation (2016)
A. Bruce Campbell Fund (2002)
Corvelli Fund (1996)
Krystle Campbell Memorial Fund (2013)
Constance and Lewis Counts Fund (1991)
James E. Canales and James C. McCann Fund (2018)
Demetrios G. C. & Kimberly A. Coupounas Fund (1997)
Carbonite Charitable Fund (2018)
George D., Angelyn K. & Demetrios G.C. Coupounas Fund (1995)
The Carlson Stone Foundation (2020) Margaret W. Casey Fund (1987) John J. Cattaneo III Fund II (2017)
Christopher H. Covington and Bonnie G. Covington Fund (2020)
John Da Silva Memorial Fund (1989)
Darling Family Fund (1983)
Rebecca Derby and Evan Morton (2008) Sarah Derby and Gary MacDonald (2008) DeWolfe Family Fund (2001) Dibble Family Fund (2006) Larry DiCara Fund (2006) Dillon Fund (2005) Dintersmith-Hazard Foundation Fund (2007) Doe Noordzij Fund (2002) Eugene B. & Nina L. Doggett Charitable Fund (2000) Eric Dolinski & Kristen Ploetz Fund (2015) Marthanne Dorminy Fund (2015) Drane Center Fund (2002) Douglas Drane Family Fund (1984) Dretler Family Fund (2018) Dryfoos Family Fund (2013) William J. Ducas Charitable Fund (2012) Bill and June Duggan Fund (2017) Rebecca F. Duke Charitable Fund (2016) Dupre-Nunnelly Charitable Gift Fund (2007) The Eagle Fund (2001)
Jessie B. Cox Charitable Trust Fund (2009)
Ecclesia Mission Fund (2013)
Cox Legacy Fund (2010)
Edgerley Family Fund (2012)
Charlesbank Donor Advised Fund (2020)
Coxhead Family Foundation (2017)
Gregory J. Egan Donor Advised Fund (2019)
Charlestown Benevolent Fund (2011)
Egozy Fund (2007)
Charlestown Fund (2009)
Joseph and Nancy Craven Family Fund (2014)
Chasin/Gilden Family Fund (2000)
Cregan Charitable Fund (2005)
Stephen J. Elledge (2017)
Crosby Family Fund (2000)
Elliott and Yu Education Fund (2012)
Champa Charitable Foundation Fund (2003)
Crane Fund (2012)
Eisenson Family Fund (2005)
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STEPPING UP LIKE NEVER BEFORE Donors with Donor Advised Funds In addition to our own grantmaking and civic leadership, the Boston Foundation supports hundreds of individuals and families who use the Donor Advised Fund program to conduct their own philanthropy. Generous families, individuals and companies who have funds at the Boston Foundation responded with breathtaking speed and generosity to the crises that faced Greater Boston this year. A total of $42.5 million went from Donor Advised Funds to COVID-19 related efforts, with $10 million of that total going to the Boston Foundation’s own COVID-19 Response Fund or other COVID-related funds hosted by the Foundation that were established to alleviate the suffering. There are close to 700 Donor Advised Funds at the Foundation and those behind them
Maggie Schmidt, Ken Danila and their family made the largest gift they had ever made through their Donor Advised Fund to our COVID-19 Response Fund.
are very active philanthropists. Their response to the coronavirus IMGORTHAND | ISTOCK
crisis is a case in point.
The Waldron Charitable Fund began distributing $1 million in rapid response grants to meet the needs of children impacted by school closings.
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Ellis Family Fund (2003)
Gergen Family Fund (2010)
Higgins Endowed Fund (2012)
Elphaba Fund (2014)
Gilbert Fund (2008)
Higgins Family Fund (2014)
Elpus Family Fund (2015)
Ginsberg/Kaplan Fund (2011)
Ann S. Higgins Fund (2002)
Elving-Carr Family Fund (2016)
Giudice Family Fund (2012)
Hildreth Stewart Fund (2013)
Employment Retention Fund (2004)
Glassman Gale Family Fund (1985)
Joanne K. Hilferty Fund (2017)
English Family Gift Fund (2019)
Carol R. & Avram J. Goldberg Fund (1984)
Ethics Trust Fund (1994)
John & Ethel Goldberg Fund II (1984)
Lucius T. Hill III and Wendy Y. Hill Fund (2001)
Evans Family Fund (2000)
Golden Family Fund (2001)
Connor Evans Fund (2018)
Diana and Daniel Goldman Family Foundation (2020)
Norris & Constance Evans Charitable Fund (2000) Taylor Evans Fund (2018) The Ewing Family Fund (2014)
Goldstein-Allen Fund (2019) Peter G. Gombosi Memorial Fund for Autism Research and Services (2006)
Petie Hilsinger Fund (2000) Marc Hirschmann Foundation Fund (2002) Hoffman Fund (1987) Holberger Family Fund (1994) Holland Family Fund (1994)
The Goodman-Swindell Family Foundation (2015)
Emily C. Hood Fund (2012)
Goodworks Fund (2003)
Robert Hooper Family Fund (2005)
Gordon Educational Fund (2002)
The Hot Chocolate Fund (2018)
Gordon Place Charitable Fund (2012)
Hourless Fund (1998)
Sandra & Philip Gordon Family Foundation Fund (2002)
Hamblin L. Hovey Institute Fund (1983)
Laurie Gould and Stephen Ansolabehere Fund (2010)
Hunt Fund for Charlestown Children (2002)
Gravelley Springs Fund (2006)
Brian R. Hyde Foundation (2018)
Green Fund (2011)
Fishreys Family Philanthropic Fund (2000)
Greenhill Family Charitable Fund (2014)
Income Research and Management Charitable Fund (2014)
Jack Florey Fund (2005)
Grogan Fund (2012)
Interstitial Fund (2010)
Flower Hill Fund (2012)
Elizabeth and Phillip Gross Family Foundation (2015)
The Irza-Leggat Family Charitable Gift Fund (2018)
Patricia H. Gross Fund (2000)
J. Jill Compassion Fund (2002)
Grunebaum Charitable Fund (2007)
Mitchell & Diane Jacobs Fund (1999)
Gualala Fund (1991)
Jade Fund (2008)
Guenzel-Pieters Family Fund (2009)
JAHELBE Fund (2002)
Charles & Dorothy Gullickson Fund for Social Change (1999)
The Jampart Fund (2020)
Jay Habegger and Christine Nagle Fund (2005)
Jochkan Charitable Fund (2002)
Faber Daeufer & Itrato Fellowship Program (2017) Peter and Ellen Fallon Fund (1998) The Farlovia Fund (2017) Carol Fazio Charitable Fund (2011) The Fialkow Family Foundation (2020) First Principle Fund (2006) Fish Family Fund (2010) The Donald R. and Barbara A. Fisher Family Charitable Fund (2020)
Foote-Richards Family Foundation (2014) Footpath Fund (2019) Forshey Family Fund (1998) James & Audrey Foster Charitable Foundation (2018) Free for All Concert Fund (2011) Niki & Alan Friedberg Fund (1987) Fulkerson Family Fund (1999) Lyle W. Fulkerson Fund (1999) Sarah Fulkerson and Robert Le Roy Family Fund (1999) Fuller Trust, Inc. Fund (2010) Future Fund (2006) Gabrieli Family Fund (1998) Galilean Fund (2008) Ganesh Fund (2002) Gannon Family Charitable Fund (2004) Gannon Family S.U.N. Fund (2010) Garuda Fund (2008) Brad Gatlin Family Fund (1996) Gaudette Family Fund (2000)
Belle Linda Halpern Family Fund (2013) The Kathryn Hannigan Fund (2019)
Gilbert H. Hood Family Fund (1981)
Hoyt Family Fund (2001)
Jewel Family Fund (2017) Julia and Peter Johannsen Charitable Fund (2016)
The Matthew J. Hannigan Fund (2019)
Stephen G. & Rosemarie Torres Johnson Family Fund (2000)
Ken and Becky Hansberry Fund (2001)
Jonas Family Fund (2000)
J. Allan Hauter Memorial Fund (2004)
Hubie Jones Fund (2004)
Hebb Charitable Fund (2004)
Samuel Lamar Jordan Trust Fund (2001)
HEIRS Fund (1997)
The Joy Fund (2017)
Henderson Fund (1997)
Jumping Rock Fund (2001)
The Hesperia Fund (2016)
Louis and Marcia Kamentsky Donor Advised Fund (2010)
Hewitt Family Charitable Trust Fund (1994) The Hidden Garden Fund (2016)
Albert J. & Diane E. Kaneb Family Fund II (1997)
Hidden History Fund (2017)
Beton M. Kaneb Fund (1984)
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Martin & Wendy Kaplan Fund (2007)
Leading By Example Fund (2015)
Joan S. Mathews Charitable Fund (2015)
Kaplan-Barletta Family Fund (2018)
Barbara Lee Family Foundation Fund (2004)
Karen Mauney-Brodek Fund (2019)
Kaufer Family Charitable Giving Fund (2005)
Paul and Mary Lee Fund (2014)
May-McClain Charitable Gift Fund (2012)
Roger & Clarissa Lee Family Fund (2010)
Mayel Fund (1982)
Kaye Charitable Fund (2004)
Thomas E. & Barbara B. Leggat Fund (1987)
Austin and Tiverton McClintock Gift Fund (2014)
Jo-Ann and Martin Leinwand Fund (1987)
Kassler Family Fund (2000)
John & Anne-Marie Keane Foundation Fund (1998)
Eric and Sue May Charitable Fund (2012)
Keewaydin Fund (2002)
Edward J. LeMay Fund (2019)
Alice L. McDougall Donor Advised Fund (2015)
Sabina F. Kelly Catholic Charitable Fund (1992)
Colman & Carol Levin Fund II (2017)
Richard & Judith McGinnis Fund (2000) McNeill Family Foundation (1998)
Kensington Capital Children’s Fund (2002)
The Karen and Howard Levine Family Fund (2004)
Keogh Family Fund (2001)
Levitt Family Fund (2001)
Kidder SBSM (Strong Body, Strong Mind) Fund (2005)
Light-Curtin Fund (2017)
McSweeney Family Charitable Fund (2010)
Kidder Smith Fund (2003) M. R. Kidder Charitable Fund (2005) The Caren and Tom Kilgore Charitable Trust (2016)
McNulty-Weiss Fund (2020)
The Shannon Liss-Riordan Family Fund (2020)
Medical Research Fund (1993)
John S. Llewellyn, Jr. Community Assistance Fund (1997)
Anmol Mehra Fund (2020)
Emily & Bernard H. Mehlman Fund (2003) Melendez & Beauchamp Family Fund (2018)
Kindling Fund (2012)
Marjorie L. and James M. Lober Fund (2010)
Bert King Fund (2016)
LOC Fund (2009)
John Thomas Kittredge and Charles R. Morehead Fund (2011)
Joan Locatelli Foley Memorial Fund D (1997)
KJN Family Fund (1998)
GC & JW Lodge Fund (2001)
Kluchman Family Fund (1997)
LogMeIn Charitable Fund (2019)
Barbara Putnam Metcalf & Robert Treat Paine Metcalf Fund (1999)
Allen and Elizabeth Kluchman Fund (1997)
Longfield Family Foundation (2012)
Meyer Foundation (2007)
Klureza Family Fund (1997)
Loomis Sayles Charitable Fund (2008)
Allan Meyers Fund (2001)
Knox Family Fund (2018)
Lord-Buck Fund (1996)
Michon Family Fund (1987)
Pamela Kohlberg Fund (1995)
Bruce Lunder Fund (1983)
Microsoft Unlimited Potential Fund (2005)
The Margot Elizabeth Koslosky Memorial Fund (2020)
John Lowell Lyman & Cynthia Forbes Lyman Fund (2007)
Mid-Century Fund (2005)
Stephen P. Koster Fund (1986)
Donald J. & S. Kelley MacDonald Charitable Fund (1999)
Mill River Foundation Fund (2004)
Ronni Sachs Kotler Family Fund (2007)
Mellowes Fund (1998) Thomas M. Menino Fund for Boston (2014) Gilbert G. Menna Family Fund (1999)
Milford Street Fund (2015)
Magic Penny Fund (1998)
Gabrielle J. Miller Donor Advised Fund (2005)
Mahoney Family Fund (1984)
The Mills Family Charitable Fund (2017)
Mann Family Fund (2011)
Mimecast Charitable Fund (2018)
Margolin/Rushford Charitable Fund (2015)
Anita L. Mishler Education Fund (1984)
Krivickas Family Fund (2007)
William G. Markos Fund (1983)
The Mission Fund (2019)
Paul and Mimi La Camera Charitable Fund (2018)
Evelyn A. Marran Fund (1984)
Moccasin Brook Fund (2000)
Marston Family Fund (2019)
Gregory and Deborah Laham Family Charitable Fund (2011)
Martin Fund (1998)
The Modi Family Pass The Luck Foundation (2012)
Kumi & Bill Martin Foundation (2019)
Molino Family Fund (2004)
MasksOn.org Fund (2020)
Monadnock Fund (2002)
Mason-Brown Fund (2008)
Mormann Family Fund (2007)
Massachusetts COVID-19 Relief Group Donor Advised Fund (2020)
Andy Morris and Lynne Salkin Morris Family Fund (2012)
Massachusetts Family Child Care Emergency Fund (2020)
Robert S. Morris Advised Fund (2001)
Roger and Lisa Krakoff Foundation (2018) Kravitz Family Fund (1994) The Kritzman-Gorman Charitable Fund (2020)
Lisa and William Lahey Fund (2017) Jay R. and Carol B. LaMarche Family Charitable Trust (2013) LandsEnd Charitable Fund (2018) Lash Family Charitable Fund (2014) Lorin A. Lavidor and Eric E. Berman Charitable Fund (2006)
Match School Scholarship Fund (2008)
The J. & S. Lawrence Family Fund (2018)
Sykes Moyer Fund (2005) Muddy Pond Trust Fund (1994)
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Munger Family Fund (2002)
Morgan Palmer Foundation (1982)
Bob & Alison Murchison Fund (2014)
John J. Pappenheimer Fund (1995)
Sidney R. & Esther V. Rabb Family Fund (1984)
Murphy Family Fund (2014)
Parachute Fund (2019)
Radtke Family Fund (1997)
The Murray Family Fund (2017)
The Park Family Charitable Fund (2014)
Otto W. Ramstad Fund (1999)
Musicus (2018)
Parker Family Fund (2001)
Mussafer Family Fund (2014)
Field Parker Fund (1997)
Phyllis and Jerome Lyle Rappaport Fund (2016)
Myrtle Field Fund (2005)
Partnership Fund in honor of Anna Faith Jones (2001)
Mystic Harmony Fund (2001)
Bessye Bedrick Ravelson Fund (2003) Ravichandran Foundation (2019)
Alfred Nash Patterson Foundation for the Choral Arts Fund (1980)
Gene Record Fund (2002)
Payson Family Fund (2001)
The Reidy/Andre Fund (2019)
Peaceable Kingdom Fund (1998)
Remmer-Fox Family Fund (1996)
Leslie & Sandra Nanberg Charitable Foundation Fund (2002)
Perkins Improvements Fund - William (1996)
Reno Family Charitable Foundation (1999)
Tami E. Nason Fund (2005)
John A. Perkins, Jr. Fund (2001)
NEID Climate Change Giving Circle Fund (2018)
Robert C. Perkins Fund (2001)
Mystic River Watershed Environmental Fund (2012) Paul and Kathleen Nagle Family Fund (2007)
NEID Giving Circle (2017)
Samuel Perkins and Nancy Reed Fund (1996)
New Beginnings/Kidder Fund (2005)
Sheila and Sara Perkins Fund (1996)
New Place (2018)
Peter Fund (2001)
Next Door Fund (2006)
Petersen Family Fund (2002)
Nichols Foundation (2017)
Philancon Fund (1990)
Nichols Foundation West (2017)
Katherine A. & Fannie Phillips Fund (1997)
Joan Nichols Family Fund (2017)
Picard Family Fund (2000)
Michael J. Nichols Charitable Fund (2020)
Jamie Pierce & Rick Cresswell Fund (2003)
Sara Delano Redmond Fund (1996)
Edward S. Reynolds Memorial Fund (1985) Rhyme and Reason Fund (2001) Roberts Family Fund (1996) Roberts-Belove Fund (2005) Todd Robinson and Steven Farrell Fund (2013) Robynhood Thanksgiving Fund (2003) Rosedune Fund (1971) Rosen Family Fund (2008) Lindsey A. Rosen Fund (2011) Rossiter Family Fund (2018) Daniel and Brooke Roth Charitable Gift Fund (2008)
The Nichols Philanthropy Fund (2017)
Karen Odessa Piper Charitable Gift Fund (2014)
William H. Nichols Fund (2017)
The Players Legacy Fund (2020)
Nixin Foundation (2018)
Plimpton - Shattuck Fund (2006)
North Conway Institute Fund (2001)
Pluhar Family Fund (2014)
Rubin Steinberg Charitable Fund (2020)
Chad & Lia Novotny Fund (2002)
Renata Poggioli Fund (1992)
Rust Bowl Fund (1988)
Kathryn Novotny Fund (2007)
The Poler Family Foundation (2009)
Saffron Circle Fund (2006)
Nicholas Novotny Fund (2007)
Pool Family Fund (1998)
David Salten Fund (2008)
Novotny/Ramirez Donor Advised Fund (2002)
Poorvu Jaffe Family Fund (2019)
Samuelson Family Gift Fund (2013)
Poss Family Fund (1996)
Novotny/Swahnberg Fund (1998)
Helen C. Powell Donor Advised Fund (2015)
Risha C. and Paul A. Samuelson Fund (1982)
O’Brien Family Fund (2007)
Rothman Charitable Fund (2014) Rotman-Attardo Family Fund (2006)
Sands Family Fund (2012)
Primary Care Progress Fund (2012)
Susan F. Schaeffer Fund (2014) Schawbel Family Fund (1995)
Vania K.E. O’Connor Fund (2019)
Thomas & Mary Prince Family Fund (2001)
One Foot Plan (2015)
Joseph G. Prone Foundation (2014)
Margaret M. Schmidt and Kenneth J. Danila Fund (2005)
One Way Foundation (2020)
Sue and Bernie Pucker Fund (2003)
Schott Fund (1999)
Orchard Hill Fund (2013)
Donald and Frances Putnoi Charitable Fund (2007)
Joel Schwartz Family Fund (2001)
Barbara Rose O’Connor Charitable Fund (2018)
The Oristaglio Foundation (2019) Orpheus Fund (2003) E. Ostroff Fund for Service (2017) Owen Marie Fund (2013) Palmer Family Fund (2016)
Peg Pyne Fund for Handicapped Access (1986)
Schwinn Family Charitable Foundation (2011)
Quid Nunc Fund (2002)
Charles S. and Zena A. Scimeca Charitable Fund (2004)
The Quin Impact Fund (2020)
September Fund (2001)
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A Servant’s Heart (2014)
Congressman Gerry E. Studds Fund (2007)
Warner Charitable Gift Fund (2000)
Charles Sugnet Fund (1999)
Anita Barker Weeks Charitable Gift Fund (2012)
Shapiro/Fleishman Fund (2000)
Joshua Sugnet Fund (1999)
Gordon Weil, Jr. Fund (2010)
Douglas Boyd Sharpe Donor Advised Fund (2007)
Suhrbier Family Fund (2006)
Weiss Charitable Fund (2005)
Nancy L. Sullivan Fund (1990)
Shawkemo Fund (2001)
Diane Sullivan-Villano Fund (1998)
Wellesley Hills Congregational Church Outreach Fund (2007)
SheGives Fund (2015)
Sunrise Fund (1993)
Bob and Jean Sheridan Family Fund (2013) Sherman Family Foundation Fund (2005)
Sustainable Strategies 2050 Impact Fund (2020)
Jon Shevell Cancer Fund (2011)
Sylvan Fund (1986)
Guy and Maggie Wickwire Fund (1990)
Jon Shevell Children’s Fund (2011)
TAF Device (2019)
James and Debra Wiess Fund (2013)
Jon Shevell Education Fund (2011)
TechFoundation Fund (2003)
Benjamin J. Williams, Jr. Fund (1987)
Shoe Box Foundation Fund (2004)
Tempero Family Fund (2003)
Hope A. Williams Fund (1987)
Peter Sidewater Foundation (2017)
Ann Theodore Foundation (2019)
Natica R. Williams Fund (1987)
Jean Karpas Siegel Fund (1995)
The Third Base Fund (2019)
Silvia-Chandley Fund (2014)
Marc Thompson & Maureen Conway Family Fund (2008)
Ralph B. & Margaret C. Williams Fund (1985)
Norman and Maryellen Sullivan Shachoy Fund (1998)
John and Susan Simon Boston Foundation Fund (2007)
Janet White Memorial Scholarship Fund (2004) Whitehead - Sayare Fund (2008)
Ralph B. Williams, II Fund (1987)
Thomsen Family Fund (2001)
Williamson Charitable Fund (2016)
Ellen L. Simons Fund (1998)
Susan and Michael Thonis Fund (2005)
The Windy West Fund (2016)
Sixty-Nine Roses Charitable Foundation (2011)
Thornton Albukrek Family Fund (2020)
Winkler Family Foundation Fund (2001)
Skylight Fund (2000)
Scott and Jennifer Tobin Charitable Fund (2005)
Wesley L. Winship Fund (1999)
Fay Slover Fund (2011) Ellin Smalley Fund (1988) Austin & Susan Smith Fund (2000) Clark R. and Trina H. Smith Family Fund (1991) Anna and Jack Sommers Family Gift Fund (2018) Nancy and George Soule Family Fund (1998)
Toms Family Fund (2016) Trefler Fund (1997) Tusk Montgomery Charitable Giving Fund (2018) The Tuukka Rask Foundation (2014) Upper Mill Fund (2019) Sarah Valentini Foundation (2020)
Sparky Foundation Fund (2004)
Joseph Bishop Van Sciver Fund (1861-1943) (1998)
The Sparsh Foundation (2019)
Nancy J. Vickers Fund (2007)
Spector Fund (2002)
Marlyn and Richard Victor Fund (2017)
Spencer Family Charitable Fund (2015)
Violet Iris Fund (2015)
David F. Squire Family Fund (1998)
Ann & Robert von der Lippe Fund (1998)
Harvey & Shirley Stein Fund (2000)
James and Margaret Wade Fund (1997)
Sternfeld Family Foundation (2020)
JH & EV Wade Fund (1991)
Stewart Fund (2006)
Linda M. Walczak Children’s Literacy Fund (2016)
Tracy Stewart Fund (2009) Jim Stiles & Randy Bird Charitable Trust (2019)
Winn Family Charitable Fund (2016) Winsor Foundation Fund (1989) Jack & Judith Wittenberg Fund (1997) Howard L. Wolf Memorial Fund (1981) Michael N. Wood Fund (1997) Christopher and Debra Wysopal Charitable Trust (2018) Leila Yassa & David Mendels Fund (2001) YotMe Donor Advised Fund (2018) Zabin Charitable Fund (2001) Emily Zofnass Fund (1998) T. Zouikin Charitable Fund (2004) Zug Family Fund (2009) Zwanziger Fund (2007) The Zwanziger-Hoffman Fund (2018)
Waldron Charitable Fund (2018) Walker Fund (1999)
Stith Hope Fund (2015)
The Walter/Capone Fund (2011)
Elihu and Lillian Stone Family Charitable Fund (2003)
Ruth and Henry Walter Fund I, II, & III (2011)
James M. and Cathleen D. Stone Family Foundation (1996)
J. H. Walton Family Fund (1987) Mitchell and Barbara Freedman Wand Charitable Fund (2014)
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Support Organizations Support Organizations have the continuing involvement of their founders, yet maintain public charity status through their affiliation with the Foundation.
The year the fund was established is listed in parentheses. Bruce J. Anderson Foundation (1981) Deshpande Foundation (2007) Horace Moses Foundation (1995) to support Junior Achievement James M. and Cathleen D. Stone Family Foundation (1995)
Scholarship Funds The year the fund was established is listed in parentheses and new funds are bolded. The Laura Ahlbeck Memorial Scholarship Fund (2017) Benjamin Foundation Scholarship Program (2017) Blair Family AvalonBay College Scholarship (2013) George C. Brackett STEM Scholarship (2016) Prilla Smith Brackett Award (2018) Alex Castoldi Memorial Scholarship Fund (1982) The Cicolani Family Scholarship Fund (2018) Paula Marie Danforth Memorial Scholarship Fund (1990) deVille Fund (1995) Eagle Bank-Frank E. Woodward Scholarship Fund (1986) Americo J. Francisco Scholarship Fund (1994) Albert Francis Gilmartin Memorial Scholarship Fund (2005) Gladwood Scholarships (2018) Robert L. Gould Fund (1988) Charles Hammond Fund - Hanover (1972) Charles Hammond Fund - Springfield (1972) Janey Fund Scholarship Program (1999) Manton Scholars (2017) MFG Scholars Program (2019) Nixon Peabody Scholarship Program in Recognition of Retired Managing Partners Robert S. Cummings, Nestor M. Nicholas, and Harry P. Truheart, III (1998) Stephen D. Paine Scholarship Fund (1999) Francis P. Sears Scholarship Fund (1974) Emily and Frank Smiddy Fund for Lexington Scholars (2020) Waldron-Wayland Scholarship Fund (2019) Paul & Eleanor Young Fund (1989) Youth Business Institute Scholarship (2014)
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Designated Funds The year the fund was established is listed in parentheses and new funds are bolded. ACCESS Education Fund (1985) Fund for Adult Literacy (1985)
Charles T. Burke Fund for the Watertown Boys and Girls Club (1995)
Rae and Aaron Alberts Foundation Fund (2003)
Charles T. Burke Fund for the Watertown Free Public Library (1995)
Rae and Aaron Alberts Foundation Fund II (2005)
Agnes T. Carruth Fund (1984)
Ames, IA Public Library Large Print Endowment Fund (2018)
Dr. Walter Channing Memorial Fund (1934)
Frank E. Anderson Fund (1976)
Charles River Parklands Stewardship Fund (2002)
Artists Foundation Endowment Fund (1984) Red Auerbach Youth Foundation Fund (1983) The Helena and Alfred Barthel "Peace on Earth" Endowment (2017) Lilian G. Bates Fund (1952) Bedford, MA Public Library Large Print Endowment Fund (2018)
James F. Casey Fund (1950)
Philip P. Chase Fund (1956) Julia Child Fund (1980) Ellen D. Cholerton Fund (1970) Arthur G. Chute and Nordice Chute Family Legacy (2018) Ernest & Vera Clivio Charitable Memorial Fund (1982)
Grace & Floyd Lee Bell Fund (1988)
Committee to Light Commonwealth Avenue Fund (2012)
Lisa and Tom Blumenthal Artistic Innovation Fund (2018)
Concord, MA Public Library Large Print Endowment Fund (2018)
Boston Ballet - E. Virginia Williams Endowment Fund (1984)
Almon B. Cook - Relief Fund (2001)
Boston Bar Association Endowment Fund (1984)
Allyn Cox Fund for Essex County Greenbelt (1994)
Boston Baroque Fund (2004)
Thomas G. Curtin - Bobby Kargula Nanae Fund (2010)
Boston Debate League Endowment Fund (2018)
Dedham Choral Society Endowment Fund (1992)
Boston Medical Center Services Fund (2018)
Harry Ellis Dickson Youth Concerts Fund (1982)
Boston University School of Education Fund (2018)
Joy & George Dryfoos Charitable Fund (2013)
Richard L. Bowser Fund (1985)
Duggan Charity Fund (1999)
BPE/Hancock Endowment for Academics, Recreation & Teaching (1985)
East Boston Social Centers, Inc. Fund (1997)
BPE/Support for Early Educational Development Fund (1986)
Douglas A. Eaton Memorial Fund (1963)
Herbert Brandshaft Scholarship Fund (2008) Annie L. Breckenridge Trust Fund (2000)
Designated Funds have been established to support specific, named organizations. Through these funds, many nonprofit institutions receive crucial annual support.
William V. Ellis Fund for Our Lady of Good Voyage Carillon (2012) Ruby C. Emerson Fund (1967)
Brookline Youth Concerts Fund (1995)
English High School Class of 1934 Award Fund (1995)
Michael and Stella Buonsanto Charitable Fund (2013)
The English High School - John P. Murphy Scholarship Fund (1996)
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REWARDING INNOVATION Pozen Prize for Innovative Schools
Gustavus John Esselen Award for Chemistry in the Public Interest Fund (2009) Philip M. Fagan Family Fund (1972)
The Pozen Prize for Innovative Schools was created as a Designated
Paul R. & Jacqueline D. Fehrenbach Family Fund (2000)
Fund by Boston Foundation donors
Benjamin M. Feinberg Fund (1963)
Robert and Elizabeth Pozen to
Arthur Fiedler Esplanade Concerts Fund (1980)
recognize schools that consistently
Mark Hayden Fineman Chess Tournament Fund (1985)
boost student achievements through innovative models, programs and
Food and Fuel Fund (2009)
practices. Each year, a subset of
Felix Fox Memorial Fund (1975)
Greater Boston autonomous schools—
Americo Francisco Fund, Estate & Realty/ Charitable Trusts (1999)
pilot, innovation, Horace Mann and Commonwealth Charter schools—that
Peter Marshall French Memorial Fund (1977)
meet a set of quantitative standards
The Linda Friedman Memorial Fund (2017)
for student performance are invited to apply for a prize of up to $80,000.
Gaywest Farm Fund (1994)
Applications are reviewed by a panel,
Agnes A. Gidley Memorial Fund (2014)
and finalists are given the opportunity
John & Ethel Goldberg Fund I (1984)
to host a visiting team to demonstrate
John & Ethel Goldberg Fund IV (1985)
their innovative practices. Each May,
John & Ethel Goldberg Fund V (1985)
the prize is awarded at the Boston
John & Ethel Goldberg Fund VI (1985)
Foundation, with a runner-up chosen
Bessie P. Goldsmith Fund (1994)
to receive $10,000.
Barbara W. & Frank B. Gopen Fund (1979) Walter W. Gove Fund (1973) The GranCommunity Fund (2019) Elizabeth Grant Fund (1981) Greatrex Scholarship Fund (1989) Rosario Fajardo Hagan Fund (1991) Haiti Development Institute Fund (2016) Patricia Jellinek Hallowell Fund (1993) Hastings-Plummer Fund (1941) Jorge N. Hernandez Fund (1988) Gertrude Hooper Fund (1997) Madeleine C. Huiginn Fund (1993) Blanche Hyslop Fund (1983) Orchestra of Indian Hill Music Director Fund (2003) James W. & Margaret A. Ingraham Charitable Fund (1992) Inversant Fund (2018) Ella Jackson Artists and Scholars Fund (1983) Leslie Gillette Jackson Fund for the Visual Arts and Poetry (2014)
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Johnson Scholarship Fund (2020)
William Morgan Palmer Fund (1978)
Donaldson F. Jones Fund (2000)
Harold Peabody Memorial Fund (1993)
Patrick F. Jones, Jr. Endowment Fund (1982)
Permanent Fund for Vocational Education (1979)
William & Sean Kelley Scholarship Fund (2010)
John M. Pero Scholarship Fund (2015)
John F. Kennedy Library Foundation Endowment Fund (1984)
Henry L. Pierce Fund (1959)
Demetra Kenneth-Brown Fund (1921)
Charles & Cornelia Pfaff Fund (1965) Emma K. & Richard Pigeon Fund (1956)
Alice V. Kidder Fund (2001)
The Plimpton-Poorvu Design Prize Fund (2015)
Robert D. and Sally G. King Fund (2000)
Pozen Prize for Innovative Schools (2014)
La Vida (2018)
Primary Care Fellowship Program Fund (1983)
Gerald V. Levreault & Claire H. Levreault Fund (2002)
United Way Millennium Fund for Children and Families (2000) Ansin Fund (2003) Connell Family Fund (2001) Carol R. & Avram J. Goldberg Fund (2002) Lawrence & Beth Greenberg Fund (2001) Darlene & Jerry Jordan Fund for Children (2000) The Kraft Family Fund (2000) Margarete McNeice Fund (2001) David R. and Muriel K. Pokross Fund (2004) Schoen Family Fund (2000)
Public School Management Research Fund (2003)
Tom & Nancy Shepherd Fund (2001)
Lawrence B. Lewis Fund (1958) Lexington Arts & Crafts Endowment Fund (2018)
Pylone Chantha Orphanage Project (2020)
J.C. Tempel Fund for Children (2001)
Lexington, MA Public Library Large Print Endowment Fund (2018)
Charlotte F. & Irving W. Rabb Family Fund (1985)
Peter and Pamela Voss Fund (2001)
Lincoln, MA Public Library Large Print Endowment Fund (2018)
Reading Visiting Nurse Association Fund (1977)
Lionheart Foundation Endowment Fund (2018)
Rockport Music Fund (2018)
State Street Foundation Fund (2001) Vinik Family Fund (2001) Robert E. Wallace Memorial Fund of the Urban League (1992) Inez Washabaugh Ward, PNP, Scholarship Fund (2011)
Rogers Fund of the Riverside Cemetery (1998)
Bradford Washburn Fund (1980)
Gertrude F. & Henry L. Maurer Fund (1999)
Henry A. Root Fund (1927)
Jane Wengren Fund (1980)
Rose Fund (1982)
John S. McCann Fund (2000)
Stetson Whitcher Fund (1987)
MHEAC Fund for ACCESS (1987)
Dr. Jordan S. Ruboy Charitable Fund (2014)
Wiener Fund (2009)
Dorothy Morse Endowment Fund (2000)
Sheep Pasture Fund (1994)
Harry D. Neary Fund (1951)
Bessie H. Short Fund (1997)
Neighborhood Preservation Initiative Fund (1995)
Dana P. & Maude E. Simpson Memorial Fund (1999)
New England Aquarium Education Fund (1984)
Muriel & Otto Snowden Endowment Fund (1985)
New England Forestry Foundation Fund (1997)
Social Law Library Endowment Fund (1982)
New England Women’s Club Fund (2002)
Michael Spock Community Service Fund (1981)
Ralph Lowell Fund (1983)
Next Steps Fund (2017) Roger L. Nichols Internship Program Fund (1985) William H. Nichols Fund For Chemistry (2017)
May J. Wikstrom Fund (1999) Rudolph & Sara Wyner Prize Fund (1986)
Alison L. Stevens Fund (1977) Eva and William Stillman Scholarship Fund (2014) Miriam & Sidney Stoneman Fund (1984)
Noonan Scholars Endowment Fund (2018)
Surfmen’s Trust Fund (1978)
Lottie S. Page Fund (1985)
Frank B. Thayer Fund (1977)
Robert Treat Paine Historical Trust Fund (1991)
Pauline Toumpouras Fund (2010)
Palazzo San Gervasio Library Fund (1995)
Bill and Estelle Watters Fund (1997)
Agnes & Lewis Taylor Fund (1963)
Tsuda College Fund (2018) David J. Tuttle, Jr. ALS Fund (2016) David J. Tuttle, Jr. MIT Fund (2016)
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PROFESSIONAL ADVISORS PROFESSIONAL ADVISORS COMMITTEE Sarah M. Allen
Kathleen M. McDonough
Brett J. Barthelmeh
Joshua S. Miller
Steven M. Burke
Pamela A. Murray
Alice D. Burley *
Jonathan J. Oliver
Nicole L. Cyr
Michelle M. Porter
Carolyn B. R. Decker
Deirdre R. Prescott
David M. Desmarais
Elliot Rotstein
Susan N. Dupuis
Steven R. Sarcione
Rice, Heard & Bigelow, Inc. Squillace & Associates, P.C. McLane Middleton
Alice D. Burley, Chair SCS Financial
SCS Financial
Daigle & Associates LLP Lake Street Advisors KLR
Marcum LLP
Nancy N. Keller-Go Craig Standish, Vice Chair Brown Advisory
Paul | McCoy Family Office Services LLP Acadia Management Consultant
J.P. Morgan Private Bank Goulston & Storrs PC Sandy Cove Advisors
Ballentine Partners, LLC
JDJ Family Office Services
Craig Standish**
Bank of America Private Bank
Brown Advisory
Sheila C. Lawrence
Anne L. Warren
Ballentine Partners, LLC
Brown Brothers Harriman
PROFESSIONAL ADVISORS NETWORK
The Boston Foundation works closely with professional advisors in the Greater Boston area to support them and their clients in all aspects of philanthropic giving. We would like to acknowledge the contributions of our Professional Advisor Committee and Professional Advisor Network, who together with Boston Foundation staff advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning.
Lauren E. Atsalis
Richelle Maguire
Stephanie A. Bruno
Kristen E. Meahl
Nixon Peabody LLP
Fidelity Investments
Erin Joy Cooper
Amber Mercer
Chelsea Davis
Brett A. Mirliani
Spark Capital
Birch Hill Investment Advisors LLC
Ryan D. Ederle
Jennifer A. Moran
Bass, Doherty & Finks, P.C.
Cambridge Trust
DiCicco, Gulman & Company LLP
Marsh Private Client Services
The Littlefield Team at UBS Private Wealth Management
Grimes & Company, Inc.
Stephanie L. Finnegan
Day Pitney LLP
BlumShapiro
Jaclyn S. O’Leary
Sarah R. Grandfield
Susan A. Robb Angela P. Simmons
Michelle S. Harrison
Molly Soiffer **
Lilli Homer
Melissa E. Sydney
Nicole Jackson Leslie
Barbara Targum*
Jessica L. Lambert
Jonathan Vostok
Choate, Hall & Stewart LLP
Ernst & Young LLP
Tyler Lewis
Matthew D. Whitehead
Verrill Dana LLP
Ballentine Partners, LLC
SCS Financial
JDJ Family Office Services Bove & Langa
Tarlow, Breed, Hart & Rodgers, P.C.
Brown Brothers Harriman
Dwight Rudd Insurance
Feinberg Hanson LLP
Brown Advisory
Benjamin J. Linares The Coyle Company *Chair, FY2020
**Vice Chair, FY2020 50
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BECOMING A DONOR SUPPORTING SYSTEMIC CHANGE THROUGH CIVIC LEADERSHIP By working with the Boston Foundation, you become an important part of a dynamic community of problem solvers. Through research, forums and policy leadership, the Boston Foundation has helped to leverage hundreds of millions of dollars in federal and state funds, restructure our community college system, provide crucial state funds for cultural facilities and inform groundbreaking criminal justice legislation. This work is supported by the Annual Campaign for Civic Leadership, to which more than 500 generous donors contributed last year.
HELPING YOU SHAPE YOUR LEGACY You don’t need millions to leave a legacy gift and make a lasting impact on the world. Through careful estate and succession planning, funds of any size can create a lasting legacy while helping you realize financial and tax benefits. Your legacy gift to the Permanent Fund for Boston will support the most pressing issues of the day, whatever those issues may be decades or centuries into the future. There are many ways to accomplish your goals, and we look to be your partner in this work.
Thoughtful, effective philanthropy is more important today than at any time in the Boston Foundation’s 105-year history. We work in close partnership with our donors—generous individuals, families, companies and entrepreneurs, all deeply committed to the community of Greater Boston. They find a platform for their charitable giving at the Boston Foundation because, like them, we measure philanthropy by impact created, not just dollars given.
STREAMLINING YOUR PHILANTHROPY THROUGH A DONOR ADVISED FUND If you want to give confidently and have the greatest impact on the causes you care about most, whether in Greater Boston or around the globe, we will work with you to make it happen. For more than 30 years, the Boston Foundation has been an expert provider of Donor Advised Funds. Establishing a fund here is ideal for those who want the benefits of a private foundation with none of the administrative, legal, tax or regulatory burdens.
HELPING COMPANIES GIVE LOCALLY, NATIONALLY AND INTERNATIONALLY Partnering with the Boston Foundation for your company’s giving is an easy and dynamic way to 51
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maximize your impact on the communities you serve. We can customize a suite of services to assist with launching or growing your company’s giving program— in Greater Boston, nationally or internationally. Opening a Company Donor Advised Fund at the Boston Foundation is an efficient and effective alternative to establishing a corporate foundation. The Foundation also encourages entrepreneurs to join Pledge 1% Boston to weave philanthropy into the fabric of their companies from the very beginning.
MAXIMIZING YOUR GIVING WITH THE PHILANTHROPIC INITIATIVE A pioneer in the field of strategic philanthropy for 30 years, The Philanthropic Initiative (TPI) is an internationally recognized provider of philanthropic consulting and management services. Under the umbrella of the Boston Foundation, TPI offers strategic advising to private foundations, families, individuals and corporations here and around the globe. Building from the values and interests of each client, TPI delivers innovative, customized solutions that help clients maximize the impact of their philanthropy by defining priorities and strategies, implementing programs and evaluating success.
GETTING STARTED Every donor arrives at the Boston Foundation with a unique story, vision and goal. Our rich diversity of expertise offers a host of opportunities to meet your unique needs. We invite you to contact us so that we may assist you in determining the best approach for you.
For more information about becoming a donor by opening a Donor Advised Fund, contributing to our Annual Campaign for Civic Leadership or making a planned or legacy gift, contact us at 617-338-2213 or donorservices@tbf.org.
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APPLYING FOR A GRANT Vision 2020
FUNDING OPPORTUNITIES The Boston Foundation’s Programs Department is committed to making a profound and measurable impact on the Greater Boston community through our grantmaking. Our grants are organized by five targeted Impact Areas, our responsive Open Door Grants program, and other programs within our Social Justice Ecology framework, which supports community leaders, movements and nonprofit infrastructure. A number of grants and strategic investments also are made to special issue-focused initiatives. We have a deep dedication to viewing all of our work through a racial equity lens and valuing the lived experiences of those we seek to partner with and serve. The Foundation’s discretionary grantmaking, which is overseen by our Programs staff and monitored and approved by our Board of Directors, represents about 18 percent of the Foundation’s overall giving; the remainder is directed by our donors through Donor Advised Funds. The allocation of more than $15 million in discretionary grants each year is made possible by our endowment, the PERMANENT FUND FOR BOSTON , which has been built over the years through outright gifts and bequests from hundreds of generous donors and community members who care deeply about the lives of Greater Boston residents. Since 2009, the Boston Foundation has invested the bulk of its discretionary grantmaking resources in partners and programs focused on five IMPACT AREAS:
EDUCATION HEALTH & WELLNESS JOBS & ECONOMIC DEVELOPMENT NEIGHBORHOODS & HOUSING ARTS & CULTURE
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Our ongoing and strategic grantmaking within these Impact Areas is informed by research we have commissioned and by our civic leadership work in general. In addition, discretionary grantmaking supports programs within our SOCIAL JUSTICE ECOLOGY framework. Through this work, our goal is to help inform and strengthen the conditions that allow social justice to thrive in Greater Boston by providing access to resources and support for people, movements and nonprofits working to disrupt persistent structural and institutional racism and encourage racial equity and justice. We remain responsive to community and nonprofit needs beyond our strategic focus areas through our application-driven OPEN DOOR GRANTS program, which responds to expressed opportunities and needs in the communities we serve.
Visit www.tbf.org/nonprofits for more information about all of our funding opportunities and detailed guidelines that will help you apply for a grant.
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2020
FINANCIALS The Boston Foundation has a mandate both to fulfill its role as Greater Boston’s community foundation today—by maximizing the dollars available for making grants—and ensuring that the charitable dollars entrusted to the Foundation are available to continue this work tomorrow and in perpetuity. Robust development efforts and a welldiversified investment strategy enable the Foundation to meet these objectives.
FUND FOR THE 21ST CENTURY The Boston Foundation offers four separate investment pools within the Fund for the 21st Century. These four pools allow donors to select the option that best matches the time horizon of their charitable giving plans. Donors may also customize their asset allocation by investing among all four pools. The pools include the Balanced Plus Pool, the Balanced Pool, a newly launched Impact Pool and the Short Term Pool. The Balanced Plus Pool asset mix is expected to produce the highest long-term investment return. Accordingly, the Boston Foundation invests its endowment assets in the Balanced Plus Pool.
FINANCIAL OVERSIGHT The Foundation’s Investment Committee establishes investment policy and monitors the individual investment managers and their performance, and the Board sets each year’s spending rate. The Investment Committee is assisted by an independent investment consulting firm. The Balanced Plus Pool assets include global stocks, investments with flexible capital managers, private equity, venture capital, real estate, and treasury securities. Diversification among multiple asset classes should help to reduce the volatility of the Foundation’s investment returns.
THE SPENDING POLICY By using a spending policy, the Foundation helps to ensure that the charitable funds will be protected for the future, while continuing to have the most impact today. The 2020 spending rate was 5.50% for its permanently restricted discretionary funds. For Fiscal Year 2021, the Board approved a spending rate of 5.25% for its discretionary endowment. The Foundation uses a smoothing mechanism that helps balance the current endowment market value and the previous level of spending. Spending is equal to 70% of spending from the previous year, adjusted for inflation, plus 30% of the spending rate applied to the current market value. The approved spending policy rate for designated endowment funds remained at 5% for Fiscal Year 2021. 56
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Investment Performance ( June 30, 2020) 1 YEAR
3 YEARS
5 YEARS
10 YEARS
15 YEARS
20 YEARS
Balanced Plus Pool
0.1%
4.7%
5.0%
6.9%
5.8%
4.9%
Balanced Pool (established 2/1/11)
0.5%
4.1%
4.2%
n/a
n/a
n/a
Short-Term Pool (established 1/1/10)
1.7%
1.8%
1.2%
0.7%
n/a
n/a
FTSE World Bond Index
4.6%
4.0%
3.7%
2.4%
3.3%
4.4%
65% MSCI A.C. World/35% FTSE World Bond Index
3.5%
5.7%
5.8%
7.0%
5.6%
4.7%
MSCI All Country World Stock Index
2.1%
6.1%
6.5%
9.2%
6.4%
4.3%
S & P 500 Stock Index
7.5%
10.7%
10.7%
14.0%
8.8%
5.9%
Fund for 21st Century Investment Options:
Benchmarks:
Asset Allocation Balanced Plus Pool
THE PHILANTHROPIC INITIATIVE The Philanthropic Initiative, Inc. (TPI) is a significant business unit of the Foundation. TPI designs, carries out and evaluates philanthropic programs for individual donors, families, foundations and corporations. The experience and reputation of TPI significantly expands the range of philanthropic services the Foundation offers. During Fiscal Year 2020, the operations of TPI added $2.8 million of service fee income to the operations of the Foundation.
Global Equity
46%
U.S. Treasuries
10%
Real Assets
10%
Private Equity
13%
FINANCIAL ANALYSIS
Flexible Capital
21%
Total assets of the Boston Foundation were $1.2 billion at June 30, 2020. For the year, net investment returns for the BalancEd Plus Pool were 0.1%. Total investment returns were $1.7 million. During this same period, the Foundation received $169 million in contributions and paid $215 million in grants. Other expenses totaled $26.7 million, thus explaining the change in total assets.
Balanced Pool Global Equity
41%
U.S. Treasuries
25%
FINANCIAL STATEMENTS The Foundation’s financial statements are prepared in accordance with policies and procedures overseen by the Foundation’s independent Audit Committee and the Board of Directors. A summary of the financial statements is shown on the following page. The statements and Form 990 are available on our website at www.tbf.org.
Real Assets
10%
Flexible Capital
24%
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2020 and 2019 Summary Financial Statements (in thousands)
2020
ASSETS: Investments
2019
$ 1,156,978
$ 1,241,062
Cash & Equivalents
13,504
4,703
U.S. Treasury Notes
27,127
25,061
Receivables & Other
24,921
22,489
$ 1,222,530
$ 1,293,315
$
$
Total Assets
LIABILITIES & NET ASSETS: Accounts Payable and Other Liabilities Grants Payable Net Assets Total Liabilities & Net Assets
7,765
7,898
1,418
2,663
1,213,347
1,282,754
$ 1,222,530
$ 1,293,315
$ 168,641
$
REVENUES: Contributions
150,942
Service Fee Income
1,998
2,461
Net Investment Return
1,671
58,934
172,310
212,337
Total Revenues
GRANTS & EXPENSES: Grants
$ 215,240
Change in Split Interest Trusts Operating Expenses Total Grants & Expenses Change in Net Assets Net Assets Beginning of Year Net Assets End of Year
$
152,767
499
248
25,978
24,317
241,717
177,332
(69,407)
35,005
1,282,754
1,247,749
$ 1,213,347
$ 1,282,754
The financial statements include all funds held by the Foundation, including the Fund for the 21st Century.
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BOARD OF DIRECTORS The Boston Foundation is overseen by a distinguished Board of Directors, selected to represent the broad diversity of our community’s interests and needs. All grants from the Foundation are approved by the Board, which also sets policy and guides the Foundation as it fulfills its mission.
Zamawa Arenas
Andrew G. Arnott
Vanessa Calderón-Rosado
Founder and CEO Flowetik
President and CEO John Hancock Investments
CEO Inquilinos Boricuas en Acción
OFFICERS Linda A. Mason Chair T.J. Rose Vice Chair Alfred F. Van Ranst, Jr. Treasurer Stephen Chan Secretary Elyse Cherry
Brian J. Conway
Pam Y. Eddinger
Chief Executive Officer BlueHub Capital
Chairman and Managing Partner TA Associates
President Bunker Hill Community College
Michael R. Eisenson
Betty Francisco
Paul C. Gannon
Paul W. Lee
Linda A. Mason
Co-Chairman Charlesbank Capital Partners LLC
General Counsel Compass Working Capital
Retired Partner and Chief Operating Officer Baupost
Of Counsel Goodwin Procter LLP
Co-Founder Bright Horizons
Dr. Myechia Minter-Jordan
J. Keith Motley
Peter Nessen
Ronald O’Hanley
Tracy Palandjian
President and CEO DentaQuest Partnership for Oral Health Advancement and Catalyst Institute
Chancellor Emeritus Professor College of Management UMass Boston
Founder and President Nessen Associates
President and Chief Executive Officer State Street Corporation
Chief Executive Officer and Co-Founder Social Finance
Dwight Poler
T.J. Rose
Scott E. Squillace, Esq.
C.A. Webb
Paul S. Grogan
Senior Advisor Bain Capital
Vice Chair and Partner Abry Partners
Principal Squillace & Associates, P.C.
President Kendall Square Association
President and CEO The Boston Foundation Ex Officio
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STAFF Aimée Scorziello, Senior Program Officer, Arts and Culture Juan M. Cantu Jr., Program Officer, Education to Career Brian Gold, Early Childhood Program Officer Corean Reynolds, Program Officer, Economic Inclusion and Special Projects Alina Arutyunyan, Grants Manager Leigh Handschuh, Manager, Programs Learning + Engagement Lauren McDermott, Manager, Open Door Grants Cairo Mendes, Senior Associate, Programs Ruth Cormier, Program Associate, Health and Wellness Anna Jen, Program Associate, Economic Development and Arts and Culture Avni V. Kacker, Grants Administration Associate Talissa Lahaliyed, Associate, Programs Helen Murphy, Program Associate, Neighborhoods and Housing Philip Barash, Arts and Culture Fellow
OFFICE OF THE PRESIDENT
Paul S. Grogan, President and Chief Executive Officer Nancy Howley, Director and Executive Assistant John Ho, Manager of Strategic Initiatives and Learning James Davitt Rooney, Senior Fellow COMMUNICATIONS AND PUBLIC AFFAIRS
Keith A. Mahoney, Vice President Barbara Hindley, Associate Vice President, Communications Ted McEnroe, Senior Director, Communications and Digital Media Dainelle Duncan, Senior Marketing Manager Sandra Kendall, Senior Communications Manager Julia Howard, Manager of Special Projects, Communications Brianna Aloisio, Public Affairs Associate Hannah Bates, Associate, Social Media and Marketing
BOSTON OPPORTUNITY AGENDA
STRATEGY AND OPERATIONS
Kristin McSwain, Executive Director Fernanda Campbell, Senior Manager of Research Pratima Patil, Senior Manager of Program and Policy
Stephen Chan, Vice President and Corporate Secretary Maura J. Fogarty, Executive Assistant to the Vice President Jane Dixon, Associate Vice President, Human Resources Luc Schuster, Senior Director, Boston Indicators Lauren C. Baker, Director, Facility and Events Operations Michelle Hinkle, Assistant Director, Forums & Convenings Donna Morrison, Assistant Director, Human Resources Trevor Mattos, Research Manager, Boston Indicators Andrew Marceau, Senior Human Resources Generalist Peter Ciurczak, Senior Research Associate, Boston Indicators Celia LeBlanc, Senior Operations Associate Anny Arias Peguero, Human Resources Associate Chrystian Ogakwu, Front Office Coordinator Anne Kiyono Calef, Research Fellow, Boston Indicators
PHILANTHROPY
Kate Guedj, Senior Vice President and Chief Philanthropy Officer Heather Kemp, Philanthropy Administration Officer Laura McConaghy, Senior Director, Philanthropy Operations DEVELOPMENT AND DONOR SERVICES
Pamela Hurd, Senior Director, Philanthropy Emma Penick, Senior Director, Gift Planning and Advisor Relations Tim Smith, Senior Director, Philanthropy Julie Smith-Bartoloni, Senior Director, Philanthropy Thomas Bentley, Assistant Director, Leadership Giving Evelyn Barahona, Donor Relations Officer Megan A. Hathaway, Professional Advisor Relations Officer Ritika Kumar, Donor Engagement Officer Betsy Townsend, Gift Planning Officer Loren Van Allen, Donor Services Officer Vivian Foung, Senior Donor Services Manager Taylor Garry, Senior Associate, Annual Giving Lisa Berk, Development Associate Caroline Crouse, Research, Reporting and Data Associate Jose H. Nino, Philanthropy Associate Claire Cekander, Philanthropy Assistant Nora Puricelli, Donor Services Assistant
FINANCE
Alfred F. Van Ranst Jr., Treasurer and Chief Financial Officer George C. Wilson, Chief Investment Officer Rosalyn Bonaventure, Controller Steven Nichols, Senior Director of Information Technology Stephen M. Forest, Director of Investment Accounting Wendy S. C. Staggs, Finance Director Stacey Coplin King, Senior Financial Operations Manager Dorota Pano, Fund Administration Manager Jeremy Manus, Senior Information Systems Analyst John M. Rielly, Senior Information Systems Analyst Omari Fortune, Staff Accountant Chris Mitre, Staff Accountant Caroline E. Wood, Financial Analyst Lina Flores, Senior Accounting Coordinator Anna Bakanova, Senior Fund Administration Coordinator, Grants Romuald T. Noelsaint, Finance Associate Zaymaris Pagan, Finance Administration Associate
HAITI DEVELOPMENT INSTITUTE
Pierre André Noël, Executive Director Liz Fischelis, Program Manager, Communications and Development KING BOSTON
Imari Paris Jeffries, Executive Director Na’tisha Mills, Associate THE PHILANTHROPIC INITIATIVE
Leslie Pine, Managing Partner Ellen Remmer, Senior Partner Maggi Alexander, Partner, Director of TPI’s Center for Global Philanthropy Lisa Payne Simon, Partner Lisa Spalding, Partner Jennifer Montone, Director, Marketing and Strategic Partnerships Kristen Whelan, Senior Philanthropic Advisor Robin Baird, Philanthropic Advisor Joseph Lee, Philanthropic Advisor Sara D’Onofrio, Senior Program/Marketing Associate Elaines Peña, Senior Program Associate Mahalia Banton, Program Associate Paola Villatoro, Program Associate
PROGRAMS
Orlando C. Watkins, Vice President Jordan M. Biggers, Manager of Special Projects, Programs Jennifer W. Aronson, Associate Vice President for Programs Elizabeth A. Pauley, Associate Vice President, Education to Career Corey Davis, Director, Grants Management Andre Green, Executive Director, SkillWorks Soni Gupta, Director, Neighborhoods and Housing Eva B. Rosenberg, Interim Director, Arts and Culture Vetto Casado, Assistant Director, Community Grantmaking Amanda Hartigan, Assistant Director, Programs Learning + Engagement Antoniya Marinova, Assistant Director, Education to Career Kaitlyn Bean, Senior Program Officer, SkillWorks 60
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ACKNOWLEDGMENTS Writer and Editor: Barbara Hindley Designer: Kate Canfield, Canfield Design Photographer: Richard Howard Printed by Kirkwood
75 ARLINGTON STREET, BOSTON, MA 02116 WWW.TBF.ORG