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Rising to Challenging Times

Boys and Girls Club

Legendary Legacies

Regional Environmental Council

Worcester Community Action Council

LIFT

Pernet

YWCA

Worcester Community Action Council

Seven Hills

Friendly House

2020 Annual Report


Contents

On the cover and throughout this report are photos showing people connecting and collaborating to support one another. Many are grantees of the Worcester Together: Central Mass COVID-19 Fund, a joint

Letter to the Community

endeavor of the Foundation and the United Way of Central Massachusetts,

Rising to Challenging Times

in close partnership with the City of Worcester. Collaborating through the Foundation to increase their impact, donors, nonprofits, and private and public sector leaders worked together to improve life for all in Worcester County. Their spirit of collaboration, compassion, and community was especially evident throughout this pandemic. We came together in extraordinary ways to look out for one another. The heart of the Foundation is people—and the power of relationships.

1

Action for Racial Equity

2

Artists Uplift the Community

4

Rx for the Behavioral Health Workforce

6

The Power of Partnership

8

Giving for Lasting Impact 10

The Acorn Society 12

Gifts to the Civic Leadership Fund 14

Standing Strong as a Community

16

This 2020 report highlights relationships that drove bold, swift and effective

Year in Review 18

action to mitigate the damage of a devastating pandemic. In addition,

Named Funds 20

the report showcases core programs of the Foundation that benefited the

Discretionary and Field of Interest Funds 20 Donor Advised Funds

21

community in three strategic areas: Thriving Families; Creative Worcester;

Scholarship Funds 25

and the Health and Well-being of all in our region.

Designated Funds

27

Agency Funds 30 Financial Stewardship 32

Corporators 34

Our Mission To enhance our community, now and in the future, through philanthropic leadership.

Board of Directors 35

Staff 36


Letter to the Community

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he convergence of a global pandemic and a national reckoning with racial injustice made 2020 a pivotal year for our community and our country. Both crises exposed great disparities in our society as well as the truth that we must meet these challenges together. The toll of the pandemic has been, for many, huge— including loved ones lost; disrupted schooling; housing and food insecurity; and for those in front-line jobs, daily sacrifice and risk. Yet 2020 was also a year of learning and growth, and working together, our community rose to this challenging time. Thanks to our dedicated donors, volunteers, board and staff, the Foundation sustained all the services the community counts on each year. Nonprofit Support Center webinars focused on finance and fundraising to survive the pandemic; and a virtual donor series hosted leaders across sectors. Our endowment grew more than 10 percent, supporting $2 million in community grants; Youth for Community Improvement awarded grants of $26,500; and 400 scholarships to graduates of 51 high schools throughout Worcester County. We welcomed 14 new corporators and our 21-member board gained its first trustee emeritus, Warner Fletcher, and, with Sonia Paulino—our first under-40 member—the voice of a new generation.

Meanwhile, within days of the March shutdown, the Foundation partnered with the United Way of Central Massachusetts to create the Worcester Together: Central Mass COVID-19 Fund and swiftly raised $10.8 million. We distributed funding in phases: the first, for rapid response, provided grants to more than 120 nonprofits delivering urgently needed services. Phase two, for recovery, distributed $2.3 million in grants over the summer to help nonprofits run during the shutdown. In November, we announced our third phase, titled Reimagining, which ultimately awarded $1 million in grants to nonprofits that propose fresh alliances that build on our collaborative momentum to close equity gaps in our community. During its 45th year, the Foundation too began reimagining how it would scale up impact on behalf of the generations of donors who entrust us with their legacies. The pandemic has brought our community together as never before, strengthening relationships within and beyond our region. Thank you for partnering with us, as we rise to meet the opportunities of a challenging time.

Carolyn Stempler and Chris Collins

“The Greater Worcester Community Foundation has never been in a stronger position to support the entire Central Massachusetts community. We’re looking forward to the next chapter of leadership and growth.” —Carolyn J. Stempler

Carolyn J. Stempler Interim President & CEO

J. Christopher Collins Chair 1


Sha-Asia Medina, director of OurStory Edutainment, visits the future headquarters of this multi-cultural learning institute with her mother, Parlee Jones, its founder and recipient of the Foundation’s 2019 Renaissance Award, which honors distinguished nonprofit leaders.

Photo: Worcester Telegram / Ashley Green

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Action for Racial Equity Building momentum for learning and lasting change

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ecent events have made it clear that much work is needed to advance racial justice and equity. Committed to building an ever more equitable community in Greater Worcester, the Foundation launched its Action for Racial Equity grant program as a starting point for dialogue, partnerships, and collaborative action to come. The Foundation made grants to 29 programs working to educate the community, including 11 first-time grantees. Here are three of them. The Worcester Voter Registration Initiative (WVRI) strives to strengthen civic participation and

voter turnout. Its nine-member board of Worcester college students along with 13 high school interns ran voter drives and social media programming that featured elected officials and celebrities of color. Podcast guests included track star Rodney Agyare-May, Harvard ’21, and hip-hop artists Yaw Amp, UMass ’22, and Kellz Da Cheefa. “A lot of prominent people we look up to grew up here,” says WVRI Executive Director Kenneth Amoah, UMass ’22. “They love their city and they’re down with helping our cause.”

The Westborough Public Library is fostering

community learning about racial justice. More than 100 patrons attended its free drive-in screening of the film “Just Mercy,” about the pioneering work of civil rights attorney Bryan Stevenson on behalf of wrongly convicted death row inmates. The Foundation grant also helped the library expand its collections by Black authors and publish a reading list to promote these books. Circulation Supervisor Daniel Barbour says, “We’re meeting demand from children, teenagers, and adults—including residents of elder care facilities— for books that elevate Black voices.” For 15 years, OurStory Edutainment has been teaching Black history through year-round programming that fuses education and entertainment. Beloved annual events include a Bob Marley Birthday Bash, a Black History Month Youth Extravaganza, and Kwanzaa celebrations. With help from a Foundation grant, OurStory will soon gain a home.

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Artists Uplift the Community “ My signs are inspired by my family who recently immigrated here. I’m glad my ‘Let in Love! Let’s Live!’ sign is on Green Street, our local version of Saigon. Worcester is made up of people from so many countries and walks of life. During the pandemic, I want to spread the message to enjoy being who you are. By being yourself, you help build our community.” Kevin La Assumption College ’19

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elebrating the power of art to lift spirits and connect people, Worcester’s “Give Me a Sign” project has posted 140 street signs created by artists in pedestrian zones throughout this pandemic-weary city. “Give Me a Sign” is a joint endeavor of the City of Worcester Cultural Development Division, the Worcester Cultural Coalition, and the Foundation, which funded the project with a grant from its Creative Worcester Initiative. Chosen from over 50 applicants, each of the 19 participating artists received a stipend of $1,000. “Our arts community has been heavily impacted by the pandemic and social justice issues,” says Erin Williams, cultural officer for the City of Worcester. “We recognize artists as essential workers who bring our community to life and provide a bit of joy in difficult times.” The youngest sign designer, Ryan Flynn, 12, of Shrewsbury, has an eye for local lore: his sign nods to the Woo—the city’s new trolley, Union Station, and the symbol on the city seal: a heart. The Creative Worcester Initiative is now in its third year and supported by a $1.5 million grant from the Barr Foundation, the Initiative is advancing Worcester County’s creative sector as a catalyst of community vitality and well-being.

Location: Quinsigamond State Park Artist: Ryan Flynn

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Location: Portland Street Artist: Hal Goucher


Che Anderson puts up a new sign on a light post in Worcester’s Elm Park. Anderson installed the inspirational signs that double as works of art as part of the city’s “Give Me A Sign” program.

Photo: Worcester Telegram / Rick Cinclair 5


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Photo: by Dan Vaillancourt / Courtesy of Open Sky Community Services

Safe Homes is a program of Open Sky which provides counseling and other services for LGBTQIA+ youth in homeless or hostile enviroments. It has served thousands of youth since its inception in 1995.


Rx for the Behavioral Health Workforce “We want to develop and retain a workforce as diverse as our community and provide rewarding, long-term careers.” —Ken Bates, CEO, Open Sky Community Services

I

n 2018, with hundreds of positions unfilled and long waiting lists for their services, the region’s behavioral health providers banded together to confront their shared workforce crisis. Now with a coalition of 29 service providers, colleges, and municipal agencies, they are creating a systemic solution. The Human Service/ Behavioral Health Career Pipeline is a framework for developing a pool of behavioral health and human services professionals capable of meeting the region’s needs for such care. The Foundation has supported this endeavor from the start with grants from the Fairlawn Foundation, a fund that invests in behavioral health innovations. Many young people, including immigrants and people of color, are drawn to human services jobs, but seeking advancement, they often move to other fields. “We want to develop and retain a workforce as diverse as our community and provide rewarding, long-term careers,” says Ken Bates, CEO of Open Sky Community Services, the project’s lead agency. “The Foundation is a key partner. A program officer serves on our steering committee, and he’s helped us broaden our reach across sectors.” The coalition has devised a career path framework to standardize hiring, training and staff development across agencies, from direct care roles to clinical and leadership positions. The model specifies the skills, degrees, and licensing required at each level. Now, teams are working on youth and immigrant outreach, public advocacy to improve salaries, and training. “Our collaboration shines light on our vital services,” says Mike Hyland, president and CEO of Venture Community Services. “By turning jobs into lifelong careers, we’re creating a self-sustaining workforce that inspires newcomers who then mentor the next generation.”

Our staff come from over 20 different nations, and we have positions for undergraduate interns through senior clinical positions. Joan Mercer, above, is a senior residential counselor with our CAYAS (Child Adolescent and Young Adult) Division.

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N

OW

LEDGE • VI

S

K

Valued Partnerships Outside Worcester Helped Us Serve All 60 Cities and Towns in Worcester County

IO

COMM N • IT M

EN

T

8


The Power of Partnership

I

n 2020, the Foundation drew substantial funding for critical programs from partners outside Worcester County. These relationships put more resources to work on behalf of the region. The Foundation was the conduit of major grants to the Worcester Together: Central Mass COVID-19 Fund, its joint fund with the United Way of Central MA, from supporters beyond Worcester County. These gifts include a $250,000 contribution from the Bostonbased Barr Foundation, and a $3.9 million grant from the Massachusetts COVID-19 Relief Fund, spearheaded by Massachusetts First Lady Lauren Baker. Acting on Foundation guidance, the Barr Foundation granted $120,000 to organizations that specifically serve Black communities. In addition, the grant also supported those on the front lines helping them grapple with the pandemic. Beneficiaries included two nonprofits with BIPOC (Black, Indigenous and people of color) leadership—Legendary Legacies and Fresh Start Wellness Center. The Foundation recommended grantees to the Relief Fund for Immigrant Families, coordinated by the Fish Family Foundation, and matched the Fund’s grants of $225,000 with an additional $150,000.

The Commonwealth Children’s Fund awarded

a $129,000 grant through its MA Family Child Care Emergency Fund, which, combined with a Foundation grant, provided $221,000 to help licensed, in-home childcare providers to survive months of state-mandated closure and reopen in compliance with safety protocols. “We recruited our advisory group, who quickly identified and screened candidates and conducted outreach in Spanish, Portuguese and Vietnamese,” says Eve Gilmore, executive director of Edward Street, a long-term partner in Foundation initiatives to improve early childhood education and care. Grants of $2,500 enabled in-home providers to afford such equipment as PPE and operate with fewer clients to meet space criteria. Of 85 grantees, 80 already reopened, 45 at full capacity. “The Worcester partnership is fantastic,” says Melora Balson, who with Lydia Icke co-founded the Commonwealth Children’s Fund. “Their process of selecting grantees is extraordinary as is their knowledge of their community’s childcare sector.”

…funding for critical programs from partners outside Worcester County…put more resources to work on behalf of the region.

9


Giving for Lasting Impact Whatever form your participation in the Foundation takes, you will have lasting impact on your community.

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reated in 1975 by and for the people of Worcester County, the Greater Worcester Community Foundation is a 501(c)(3) public charity dedicated to increasing opportunity and quality of life for all in our region. We develop collaborations by connecting donors, nonprofits, and leaders across private and public sectors to create solutions that better our community.

Join us with a gift Your donation – no matter how big or small – advances this work. Your gift to the Foundation’s annual Civic Leadership Fund helps us meet operating expenses and respond to pressing needs such as, most recently, emergency pandemic relief, and funds our vital programs, including the Nonprofit Support Center and Youth for Community Improvement. Or make a gift that supports nonprofits with proven or promising solutions to issues you care about. Choose from the more than 600 funds that donors have created with the Foundation supporting causes as varied as their passions. The Foundation amplifies the reach and impact of your gift, which becomes part of our endowment, a perpetual grantmaking resource that grows in value through high-caliber professional management.

10

Each year, four percent of its earnings supports grants to nonprofits serving Worcester County.

Deepen your partnership by creating a fund With a minimum gift of $10,000, you can create a fund and improve your community in your own way— now and in perpetuity. For a small fee, the Foundation administers the fund on your behalf and increases its capacity by sound investments. As your fund grows in our endowment, your philanthropy gains in its power to benefit Worcester County as well as specific causes you care about within and beyond this community. And as a fund holder, you are invited to join our network of generous and dedicated donors who choose to take an active role in understanding needs and shaping solutions within our community. Donors who create planned gifts are also invited to join our circle of legacy givers, the Acorn Society. Our experts in philanthropy and grantmaking can guide you in creating a fund that best fulfills your philanthropic desires and financial goals. Options include discretionary, field-of-interest, donor advised, designated, and scholarship funds.


Discretionary and field of interest funds enable

the Foundation to make community grants in such strategic focus areas as: thriving families, creative Worcester, and health and wellbeing. Designated funds make grants to one or more

nonprofits of your choice devoted to a cause that matters to you. If these organizations change course or cease to exist, the Foundation shifts your support to high-performance nonprofits providing the same service. Donor advised funds engage you in the grantmaking

process by inviting you to recommend grants to nonprofits that matter to you. Scholarship funds enable you to create a named

scholarship that is awarded every year in perpetuity to a Worcester County college-bound student. Whatever form your participation in the Foundation takes, you will have lasting impact on your community.

Learn more about starting a fund or creating a legacy by calling the Foundation at 508-755-0980 or email donorservices@greaterworcester.org. 11


The Acorn Society: Meeting Future Needs Paul Rossley “I love the Foundation for its mission and the wonderful support it provides within and beyond Worcester,” says Acorn Society member Paul Rossley. “This is why I included the Foundation in my estate plan.” Paul raised his family and spent his entire career in Worcester County. Through his donor advised fund and now, with his bequest, Paul will benefit the community he cherishes in perpetuity. A former board member of the Foundation, Paul trusts its staying power Paul Rossley and his wife Jeanne

and effectiveness. “Other organizations may

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he Acorn Society honors individuals who have named the Foundation as the beneficiary of a bequest, retirement fund, or other asset. Just as an acorn grows into a mighty oak, over time your planned gift will yield enormous benefits to future generations in your community. A bequest to the Foundation can be a deeply satisfying addition to your estate plan. You keep supporting the causes and community closest to your heart. And a planned gift can also yield financial security and tax advantages to you and your loved ones during your lifetime. The Foundation offers a comprehensive suite of planned giving options, including: Charitable bequest Transfer of assets from an IRA, 401(k),

or other qualified retirement plan

come and go,” says Paul, “but I am confident

Gift of life insurance

that the Foundation will remain strong and

Charitable gift annuity

vibrant, led by dedicated, top-notch people

Charitable remainder trust

who understand the community’s needs. A good example is its fast response to an

Donation of retained life estate

unexpected catastrophe, the COVID-19 pandemic.”

For more information, please contact Donor Services by calling 508-755-0980 or email donorservices@greaterworcester.org.


2020 ACORN SOCIETY MEMBERS Anonymous (11) Colleen S. and James C. Abrams Robert S. Adler Edward W. Bettke Mark P. Bilotta and Henry O. Ritter Betty G. and Brian L. Bjurling Pamela K. and Maurice J. Boisvert Gladys N. Bozenhard Mary Ann S. and Michael D. Brockelman Paula R. and James R. Buonomo Nancy and Kenneth F. Candito Maureen E. and Brian M. Chandley Deanna and Richard Charves Elizabeth A. Clifford Tracy Craig and James J. Convery Richard P. Coonan Peg Ferraro and Ken Crater Sarah and Dix F. Davis James S. Demetry Jane K. and Henry B. Dewey Lisa F. and Ross K. Dik Carol and Richard Dymek Barbara M. Fitts Mary F. and Warner S. Fletcher Jane and Gerald Freed Dina and Gerald L. Gaudette III Rodney M. Glasgow Jr. Ann Bergman and Bill Glennon Frances C. and Dennis F. Gorman Martha P. Grace

Rosalie and David R. Grenon Claire L. Halvey Richard E. Hedin Donald Inglis Frances and M Howard Jacobson Patricia L. and Kenneth R. Jones Richard J. Kisten Cynthia E. and Lionel M. Lamoureux Sarah Lange Audrey Klein-Leach and David P. Leach Catherine Levine Ann Lewis Margaret D. Lincoln Ann T. Lisi Monica Escobar Lowell C. Jean McDonough Cheryl Wilfong and William G. McKim Supriya and Satya B. Mitra Barbara B. and Raymond E. Morin Victoria and Frederic H. Mulligan Karen M. Nunley Suzanne E. Gray and Ernest J. Osterman Martha R. Pappas Marsha R. Platt Bonnie M. Prescott Gloria W. Rauth Robin Van Liew and Azim Rawji Mary C. and William J. Ritter Susan and C. Reid Roberts Linda Carlson Romano

Lois and Scott Rossiter Paul R. Rossley Scott R. Rossley R. Joseph Salois Sally S. Schenck Evelyn B. Silver Alison D. and Laurence J. Specter Virginia Theo-Steelman and David C. Steelman Kelly A. Stimson Charlene M. and Joseph N. Stolberg Cynthia P. Strub Linda J. and William L. Thomasino Laurie D’Amico Tigan Sumner B. Tilton Jr. Cathy E. Wade Dawn and Robert Wolf David K. Woodbury

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Gifts to the Civic Leadership Fund $10,000 or More Lynora and Thomas J. Bartholomew Digital Federal Credit Union Patty and Fred Eppinger Jeanne and John Esler Mary F. and Warner S. Fletcher

$5,000 - $9,999 Marie and Michael Angelini Benevity Community Impact Fund Marla and Lawrence Curtis Allen W. Fletcher Robert D. Johnson Lisa and Neil McDonough Metzger Family Fund of Fidelity Charitable Joseph Persky Foundation Lois and Scott Rossiter Carolyn and Howard Stempler

$2,500 - $4,999 Rosalind Lee and Victor Ambros Wallace Andrews Bettacchi Family Fund of Fidelity Charitable Catherine and J. Christopher Collins Tracy A. Craig Ross K. Dik Fontaine Bros, Inc. Christopher W. McCarthy Moore-Phillips Family Giving Fund of Fidelity Charitable 14

Joanne and Joe Salois J. Robert Seder

$1,000 - $2,499 Anonymous (3) Madeleine and Robb Ahlquist Kola Akindele Edward M. Augustus Jr. Shari and Paul Belanger Sarah G. Berry Elissa Boisvert James Broadhurst Michael D. Brockelman Kirk Carter and Price Carter Bradford Dimeo J. Irving England and Jane L. England Charitable Trust Feiner Rodman Charitable Fund at Vanguard Charitable Barbara G. Fields Patricia F. and Gerald M. Gates Michele and Lindsay Gillies Gordon Family Fund of Fidelity Charitable Harris and Lebel Donor Advised Fund at Schwab Charitable Imperial Distribution, Inc. Michelle Jones-Johnson and Robert E. Johnson Patsy C. Lewis Linda Carre Looft C. Jean and Myles McDonough Charitable Foundation

Your gift to the annual Civic Leadership Fund is an unrestricted donation that helps the Foundation meet its annual operating expenses and increases its capacity to address both urgent and emerging needs of the community. We thank all who gave in 2020.

Mercury Wire Products Foundation Katherine H. and John K. Metzger Sheema and Satya Mitra Osterman Management LLC Marlene and David A. Persky Beverly and Richard Pragar Charitable Donations Fund at Schwab Charitable Susan Shapiro Associates LLC David N. Tinsley UniBank Gayle and Chick Weiss Barb and Mark Wetzel White Companies Charitable Trust Yesod Foundation, Inc.

$500 - $999 Boulay Donnelly & Supovitz Consulting Group Braley & Wellington Insurance Agency John H. Budd Paula and Jim Buonomo H. Carr & Sons, Inc. Matilde Castiel Senator Harriette L. Chandler Maureen and Brian Chandley Maureen L. Coghlin Michael Crawford Estate Preservation Law Offices Robin and Jack Foley Mark W. Fuller Martha P. Grace

Ann T. Lisi and Joel P. Greene Julie and Timothy Jarry Patricia L. Jones Seth Kates and Mary Jane Rein-Kates Charitable Fund of Morgan Stanley Gift Priscilla Short Kerr and Phillips H. Kerr Vanessa and Dennis Kerrigan Linda J. Cragin and Robert Lang Susan Mailman Nadia and Tim McGourthy Janet Wilson Moore Richard Pelletier Deborah Penta Kelley and Dennis Rice Paul Rossley Paul F. Scully Struck Catering Matthew Wally Todd H. Wetzel

$250-$499 Anonymous (4) Colleen and Jim Abrams Maria Allard Leslie and James Andreoli Kelly and Alex Bartholomew Jan and Karl Bjork Pamela and Maurice Boisvert Denise and Tony Brookhouse Camosse Family Foundation Carey Family Charitable Fund of Fidelity Charitable


Christine Cassidy Beth and Jeff Chin James E. Collins Elizabeth Condron Arathi and Ashish Cowlagi Frederick G. Crocker Jr. Kathryn Crockett Phillips S. Davis Sarah and Dix Davis Carol B. and James C. Donnelly Jr. Donald F. Doyle Caitlyn and Jared Gentilucci Jock Herron Emily and James Holdstein M Howard Jacobson Steven Joseph James D. Karadimos Mary Mullaney and Kevin Kearney Rayna and John F. Keenan Paul Kelly Robert E. Layne Diane L. Leclair Jo-Anne Sullivan Lema Maloney Giving Fund of Fidelity Charitable Elizabeth F. Ryder and Peter J. Martin Linda A. Masterman Ann K. Molloy Mahroo Morgan Marla Maykel Pyle Quality Kids Kare PC Hilda Ramirez Kimberly M. Salmon Abby and Jamie Salois Carol L. Seager Dorrinda and Edward Shea Sandy and John Shoro Phil Shwachman

Shelia and George Tetler Wayne M. Ushman Family Fund of Fidelity Charitable William D. Wallace James A. Welu Lucy and Harry Whitin Janice B. Yost

Up to $250 Anonymous (8) Viviana M. Abreu-Hernandez Diane S. Allain Roy Angel Scott Aronson Joycelyn Augustus Miny Bates Frank R. Callahan Marybeth Campbell Katherine Canfield Jennifer Davis Carey Deborah D. Cary Marjorie M. and David E. Cohen Valerie and Jonathan Cohen Liz and Ben Craver Nancy P. Crimmin Eileen Riggs deCastro Morgan Dewey Katie and Mike Eressy Maia Farish Debbie and Steven Feingold Nathaniel L. Feingold Shirley Doyle and Francis A. Ford Heather and Joseph Forkey Joanne and Jose Garcia Judith Ferrara and John Gaumond Eve Gilmore Margaret and Joseph Guzman Gloria D. Hall

Kathryn Madden and Roger Herzog Nancy Jackson Alison C. Kenary Robert M. Kennedy Marcia E. and Michael J. Kwederis Carolyn and Jim Leary Patricia Leary Connie and Jim Leaver Elana Rosenbaum and David A. Levitin Joseph Lian Jr. Robert G. Lian Ludwigson Family Giving Fund of Fidelity Charitable Kristine and Patrick T. Maloney Senator Edward J. Markey Marsh & McLennan Agency Heather Maykel Lillian B. McGinn Pennyann and Bob McLaren Jean G. McMurray Jayne and Christopher Mehne David A. Meyers John and Diane Mirick Fund of T. Rowe Price Charitable Anne M. and William L. Mitchell Jessica and Jim Morris Travis E. Nichols David A. Nicholson Philip D. O’Connell Jr. Andrew B. O’Donnell David R. Ojerholm Holly G. Baab and Christopher M. O’Keeffe Teresa F. O’Neill Paul M. Pezzella Yung Phan Mellissa J. and Nathan D. Rearick Marie and Bill Reid

Mary C. Ritter Edward G. Robinson Laurie Ross Ruth R. Rubin Frank M. Saba Susan Saccoccia Colleen and Bill Sanders Pauline and Ken Sciarappa Lindiana Semidei Deirdre and Thomas Shea Rachel Lefkowitz and Jay Sherwin Sarah J. Shugrue Marvin S. Silver Edward Simsarian Paula and Robert Smith Jeffrey S. Solomon Jamie Soto Southeast Asian Coalition of Central Massachusetts Kelly A. Stimson Alan Stoll Lizzie and Will Streit Anne and Brian Tangney Monica M. Thomas-Bonnick Troy B. Thompson Marguerite and Richard Trufant Mary and Peter Ward Victoria and Jim Waterman Thomas J. Wickstrom Jacqueline L. Williams Sue and David Woodbury Kelsa Zereski

Every effort has been made to ensure the accuracy of this list. If we have made an error, please let us know. 15


Standing Strong as a Community

The Worcester Together: Central Mass COVID-19 Fund

10 .8 MILLION

$

TOTAL RAISED FOR WORCESTER TOGETHER

49

FUND TRANSFERS FROM CURRENT DONORS TOTALED

$695,750

16

W

ithin days of the pandemic shutdown in March 2020, both the United Way of Central Massachusetts and the Greater Worcester Community Foundation launched funds to bring relief to vulnerable populations within Worcester County. Recognizing that a single fund would streamline collecting gifts and distributing grants, the two joined forces to create the Worcester Together: Central Mass COVID-19 Fund, which swiftly raised $10.8 million. “The success of this fundraising effort highlights the way our community faces challenges,” says Tim Garvin, president and CEO of the United Way of Central Massachusetts, “with generosity and sustained commitment.” The fund, a joint effort between the Foundation and the United Way of Central Massachusetts, in close partnership with the City of Worcester, inspired swift response, starting with a $1 million gift from the George I. Alden Charitable Trust. Collaborative fundraising provided large gifts from the Worcester Public School Employees and Working for Worcester

Alumni, which due to the pandemic cancelled its annual spring Build Day. Instead of dispatching hundreds of volunteers to construct and rehab play sites in urban neighborhoods, this student-run group held a fundraiser, collecting more than $25,000 for the Worcester Together Fund, in just five days. Also accelerating fund growth were six-and-seven-figure gifts from local private foundations, including one that staged a matching grant of $100,000 from the Esler Family Foundation. Thousands of individuals and families made gifts of all sizes, and local organizations in every sector took part, including businesses large and small, colleges, banks, and health care providers. Many participants were first-time donors to the Foundation. Partners beyond Worcester County also joined this community-driven fund. Spearheaded by Massachusetts First Lady Lauren Baker’s Massachusetts COVID-19 Relief Fund, $3.9 million was granted to the Worcester Together Fund; $250,000 from the Barr Foundation; and a $129,000 grant from the Commonwealth Children’s Fund.


Grantmaking was also a collaborative process. Meeting daily during the first phase, which focused on emergency response, United Way and Foundation leadership, officials from the City of Worcester, and volunteers throughout the community identified and prioritized needs. Grants were distributed to more than 120 nonprofits delivering critical services. Grantees included nonprofits serving the homeless, immigrants, elders, people with disabilities, and those facing food insecurity. Grants helped fund delivery of hot meals to 16,000 COVID-positive, quarantined families; childcare for families headed by front-line workers; technology for home-bound students; and rent and mortgage assistance to residents facing eviction. Subsequent phases of grantmaking were conducted by a committee from the United Way, the Foundation, and a representative cross-section of community members. Phase two, for recovery, granted $2.3 million in July to help selected nonprofits continue providing valuable services during the shutdown.

In November, the committee announced the third and concluding phase of grantmaking, titled Reimagining. They invited the county’s nonprofits to propose innovative partnerships with the potential to substantially increase their impact. In March 2021, one year after its start, the Worcester Together: Central Mass COVID-19 Fund in its final phase awarded $1 million in grants to six nonprofits. Grantees include the Worcester Community Action Council, which will build a place-based model for coordinating care that connects all providers. We would be remiss if we did not recognize the hundreds of volunteers that carried out work on the front line delivering services to our community throughout this pandemic. “During this pandemic, we’ve come together as never before,” says Interim President & CEO Carolyn J. Stempler. “These strong partnerships will help us as we work to advance opportunity for all in our community.”

Photo: Michael Piazza

—Carolyn J. Stempler

COMMUNITY SERVINGS Photo: ACCL Marketing Group

“These strong partnerships will help us as we work to advance opportunity for all in our community.”

UNITED WAY

COMMONWEALTH CHILDREN’S FUND 17


Year in Review

Endowment Growth from 1980 to 2020

$178.22

(in millions)

2020 Grants by Area (in millions)

$239,688

$120.95

$85.81

GIFTS RECEIVED FOR CIVIC LEADERSHIP An increase of

69% from 2019

$24.30 $1.74

1980

14 Civic Life, the Arts & the Environment Healthy Communities Youth Development & Education Economic Opportunity Early Childhood Development Total College Scholarships

18

1990

2000

2010

VIRTUAL OFFERINGS IN 2020

(7 RELEVANT TO THE COVID-19 PANDEMIC)

639

TOTAL ATTENDANCE FOR THE YEAR

A RECORD DUE TO ZOOM PLATFORM

10.6%

INVESTMENT RETURNS IN 2020

2020


13 .92 MILLION

$

2020 Gifts by Fund Type (in millions)

GIFT S RECEIVED

$1.43 Donor Advised

$9.3 * Worcester Together

$1.20 Agency

$0.31 Operating

9.3* MILLION FOR COVID RELIEF $1.12 Discretionary and Field of Interest

$0.25 $0.22 Scholarship Designated

*an additional $1.5 million was raised in 2021 for a total $10.8 million

Worcester is a gateway city, a midsize urban center that anchors regional economies around the state and welcomes newcomers…

39,000 immigrants from 85 countries

home to

60

The city educates more than

25,000 students in

pre-kindergarten through 12th grade.

Worcester is home to

9

institutes of higher education.

CITIES AND TOWNS IN WORCESTER COUNTY ARE SERVED BY THE GREATER WORCESTER COMMUNITY FOUNDATION POPULATION OF WORCESTER COUNTY:

822,000

R A C I A L

30

$

E Q U I T Y

GRANTS TOTALING

81,347

PROVIDED TO COMMUNITY ORGANIZATIONS ENGAGED IN ANTI-RACISM LEARNING AND WORK 19


Named Funds Individuals, families, and organizations entrust the Foundation to manage their charitable giving through named funds. Below is a listing of all named funds sorted by fund type (followed by the year created).

DISCRETIONARY AND FIELD OF INTEREST FUNDS respond to pressing community needs. Ruth and John Adam Fund, 2000 Andrew N. Ahlfors and Helmi E. Ahlfors Fund, 2002 George I. Alden Education Fund, 2010 Lois Anne Memorial Fund, 1993 Isabel K. Arms Fund, 2015 Fund for the Arts and Humanities, 1993 Nils Bjork Memorial Fund, 1992 Robert W. Booth Fund in Memory of George F. Booth, 1988 Olive I. and Anthony A. Borgatti Jr. Fund, 1987 Robert S. and Helen A. Bowditch Fund, 1990 Douglas P. Butler Fund, 1998 William R. and Janet A. Carrick Discretionary Fund, 2016 Central Massachusetts Health Standards Fund, 1990 Brian M. and Maureen E. Chandley Fund, 2017 Child Wellness Fund, 2001 Elva E. and John J. Chisholm Fund, 1989 Barbara E. and William E. Christensen Fund, 1998 Community Ministries Fund, 2006 Community Response Fund, 2010 Dr. Harold M. Constantian Fund, 1997 Fairman C. Cowan Fund, 1995 Creative Worcester Fund, 2017 Lorraine Crepeau Fund, 2006

20

Robert and Mary S. Cushman Fund, 1978 Richard C. Daniels Fund, 2001 Anna S. and Warren G. Davis Fund, 1998 Jean B. and Gilbert S. Davis Fund, 1994 Rosemary Davis Environmental Preservation Fund, 2001 Frances S. and Francis H. Dewey III Fund, 2010 Eliza D. and Cora J. D. Dodge Fund, 1985 Ruth H. and Warren A. Ellsworth Fund, 1983 EMC Community Fund, 2000 Environmental Grantmaking Fund, 2002 Fairlawn Foundation Fund, 1991 Fallon/OrNda Community Health Fund, 1996 Charles H. Farnum Fund, 2003 Marion Stoddard Fletcher Fund, 1992 Warner S. and Mary F. Fletcher Discretionary Fund, 2017 Founders Fund, 1983 Samuel Frank Charitable Fund, 1993 Esther and Howard G. Freeman Fund, 1984 Garfield Berry Fund, 1998 Ragnhild L. Gersdorf Fund, 1994 GLBT Endowment Fund, 2010 Haskell and Ina Gordon Fund, 1980 Margaret A. and Ralph H. Gowetz Fund, 1990 Greater Worcester Jaycees Fund, 1997 David H. and Betty J. Green Fund, 2019 Nathan and Barbara Greenberg Fund, 1982


Margery M. and O. Vincent Gustafson Fund, 1980 Raymond P. Harold Discretionary Fund, 1982 Francis A. and Jacquelyn H. Harrington Human Services Fund, 1992

Providence & Worcester Railroad Company Fund, 1991 Quota International of Worcester Fund, 1998 Melvin and Martha Rosenblatt Fund, 1985

Worcester Executives Association - Dana DeAngelis McDonald Fund, 2000 Worcester Together: Central Mass COVID-19 FUND, 2020 NEW Youth for Community Improvement Endowment Fund, 2001

Orville Harrold Fund, 2006

Saint Vincent Healthcare Fund, 1999

Bradley C. Higgins Fund, 1982

Carol L. Seager Fund, 2014

Harriet Miller Hight Education Fund with the Association of Colored Peoples, 1982

Seven Hills Youth Fund, 1995

Dr. Leon, Arax and Sona Husisian Fund, 2016

Sumner Lee Sharfman Fund, 1984

DONOR ADVISED FUNDS enable donors to recommend grants.

Robert M. and Carolyn G. Hyde Fund, 1998

Shepherd Knapp School Fund, 1979

ACAR Fund, 2018

Jeppson Memorial Community Fund, 1976

Evelyn and Sumner Silver Fund, 2007

Rosalind Lee and Victor Ambros Fund, 2014

Albert R. and Carolyn Jones Fund, 1995

H. Arthur Smith Funds, 1986

Argitis Family Fund, 2004

Arthur E. and Janet S. Jones Fund, 2017

Isaac Southgate Fund for Leicester, 2010

Auburn Foundation, 2002

John F. and Rayna Keenan Fund, 1994

Spag’s Supply Fund, 1986

Bartholomew and Company Anniversary Fund, 2014

Bradford J. Kemp Fund, 2008

Harry G. Stoddard Fund, 1992

Jane Bath Fund, 2007

Marian B. Kubelus and Marian Zell Nesbit Memorial Fund, 1984

Estelle M. Sullivan Fund, 2003

Belanger Family Fund, 2013

Gilbert H. Sundberg Fund, 1987

JoAnn Waite Bennett Memorial Fund, 2010

D. Russell and Atsye S. Taft Fund, 1992

Olive I. and Anthony A. Borgatti Jr. Donor Advised Fund, 1987

Max H. Kuhner and Eloise A. Kuhner Fund, 2005 Dan R. and F. Ann Lewis Charitable Fund, 2017 Lund Pioneer Fund, 2010 Main South Fund, 1999 Frances F. Mansfield Discretionary Fund, 1996 Barbara S. Massey Fund, 2000 James J. and Patricia A. Moynihan Fund, 2003 Organization Assistance Fund, 1996 Partnership Fund, 1990

Norman L. and Dorothy A. Sharfman Fund, 2004

Joseph A. Tosoni Fund, 2002 Corinne Charron Turner Fund, 1986 Water and Land Stewardship Fund, 2000 Curtis G. Watkins Education Fund, 1995 Mr. and Mrs. Robert H. Wetzel Fund, 1983 Robert J. and Anne C. Whipple Fund, 1997 Irving N. and Annabel Wolfson Fund, 1998

Marlene and David Persky Fund, 1997

Worcester County Deputy Sheriffs Association Fund, 1999

Ann J. and Richard Prouty Fund, 1988

Worcester Credit Bureau Fund, 1992

Youth Opportunity Fund, 1981

Bowditch & Dewey Fund, 1990 Bozenhard Charitable Fund, 2005 James R. Buonomo and Paula Rowse Buonomo Fund, 2013 Marcia Butzel Fund, 2001 John J. and Elaine C. Cahill Family Fund, 2012 Wynne L. Chase Fund, 1998 Children’s Christmas Fund, 1991 Clearbrook Fund, 2015 21


“We’d like to help create a culture that fosters racial equity.” John and Jeanne Esler Family Fund

John Esler, the retired CEO of the Esler Companies, and Jeanne Esler, a clinical psychologist, act on philanthropic interests that are both global and local in scope. Foundation Corporators and current fellows in Harvard’s Advanced Leadership Initiative, John and Jeanne fund programs advancing economic opportunity, youth leadership, and mental health in East Africa through their Esler Family Foundation. “We saw great need and fell in love with the people,” says Jeanne. Now, with their donor advised fund, they look forward to grantmaking closer to their home in Sutton, where they live with their two teenaged children. “The confluence of George Floyd’s death and the COVID-19

Maureen Logan Coghlin Fund, 2001 Paul E. Cohan Fund, 2000 Dr. James J. Convery and Tracy A. Craig Fund, 2009 Hugh W. and Harriet K. Crawford Fund, 2004 Elizabeth A. Culhane Memorial Fund, 2000 Jeanne Remillard Curtis Fund, 1999 Geoffrey Dancey and Rashida Garcia-Dancey Family Fund, 2014 Dana L. DeAngelis-McDonald Memorial Fund, 2002 Gene J. DeFeudis Fund, 2005 Martha L. and William P. Densmore Fund, 1999 Henry B. and Jane K. Dewey Fund, 1994 Carolyn Knight Dik Fund, 1998 Ross and Lisa Dik Fund, 1993 Lillian Knowles Eldred Fund of Pakachoag Church for the Support of Sacred Music, 1999 John and Jeanne Esler Family Fund, 2020 NEW Finnish American Social Club Fund, 1998 Fontaine Fund, 2003

pandemic has turned us to needs in our own community,” says John, “We’d like to help

Descendants of Lucille and Richard Fontaine Family Fund, 2017

create a culture that fosters racial equity.

Francis A. Ford and Shirley A. Doyle Fund, 2011

“We trust the Foundation’s ability to understand our region’s greatest challenges and guide us in grantmaking that will achieve the most impact.”

Friends of Learning in Killingly Fund, 1998 Gerald and Patricia Gates Fund, 2017 Barbara H. Gaudette Fund, 2007 Lillian R. Goodman and Mary K. Alexander Fund for Nursing Education and Research, 1999 David R. and Rosalie A. Grenon Fund, 1986 Mary B. Grogan Fund for Youth, 2001 Robby Guyott Memorial Fund, 2013

22


Newell and Betty Hale Fund, 2001 Raymond P. Harold Memorial Fund, 1982 Herlihy Family Memorial Fund, 2017

The Adlers look forward to grantmaking as well as to passing this role on to their daughters

Frances M. Herron Fund, 1997

LEAH Fund

J and J Fund, 2014 Arthur H. and Elizabeth A. Jay Fund, 2017

Robert and Billie Adler have created this donor advised fund to carry on a philanthropic

Jeppson Memorial Fund for Brookfield, 1976

tradition inspired by their mothers.

Gertrude Alice Johnson Fund, 2002 Keamy Fund, 2014 William and Maureen Kelleher Charitable Fund, 2008 W. David and Lee Norton Kelly Family Fund, 2002 Kirby Foundation Fund, 2007 Augusta H. Kressler, M.D. Fund, 2002

The LEAH Fund is named in honor of Billie’s mother, Lenore, and Rob’s mother, Lorraine. “Both were women of valor, with tremendous compassion and perseverance,” says Billie. “While coping with personal hardships, they were always serving others in need.” With this fund, the couple gains a conduit for a legacy that can engage their family for generations to come. “The Foundation is a sound steward of donors’ funds,” says Rob, a former board member,

George and Anna Krikorian Family Fund, 1994

“and its leadership and staff are deeply devoted to

Lionel M. and Cynthia E. Lamoureux Fund, 2000

bettering our region.”

LEAH Fund, 2020 NEW Leicester Savings Bank Fund, 1997 Peter H. and Catherine H. Levine Fund, 2007 David J. Lionett Fund, 2004 Lisi-Greene Fund, 2004 MacLean Family Fund, 2004 Donald J. and Tina Mancini Family Fund, 2014 Sandy C. Marks Jr. Biomedical Education Fund, 2003 Charles H. McDonald Memorial Foundation, 2005 C. Jean and Myles McDonough Fund, 1988

The Adlers look forward to grantmaking as well as to passing this role on to their daughters, Alexandra and Sophia. “Our daughters are already active in philanthropy,” says Billie. “Through this fund, they can give in memory of their grandmothers, whom they truly adored.” Lorraine Rumpler Adler (left) and Lenore Berkowitz

Metzger Family Fund, 2010 Mitra Family Joy Guru Fund, 2013 Barrett and Mahroo Morgan Donor Advised Fund, 2008 23


John M. Nelson Fund, 1990 Nunley Family Fund, 2013

“The Foundation

provides all the services I need to give back to my community.”

Pakachoag Church Fund for Human Understanding, 1999 Arthur M. Pappas and Martha R. Pappas Donor Advised Foundation, 2002 PEACE Fund, 2014 Mel and Jeanne Pelletz Fund, 2020 Pelletz Family Fund, 2003 PENTA Legacy Fund, 2016 R. Norman and Loretta J. Peters Fund, 2020 NEW

R. Norman and Loretta J. Peters Fund

Norm Peters created this donor advised fund to continue bettering his community in perpetuity. A real estate attorney and developer whose landmark projects have included the first condominium in Worcester County, Norm has a knack for partnerships. When it comes to leaving a legacy, he finds a solid partner in the Foundation. “The Foundation provides all the services I need to give back to my community—from wisely investing and managing my fund to ensuring that its grants fulfill my intentions long after I’m gone,” says Norm. “With such an appropriate vehicle for philanthropy, I have no need to set up a fund on my own.” Among Norm’s abiding priorities is education. “I grew up in Main South,” says Norm, who has served on the boards of UMass, Clark University, and Becker College. “I’ve seen first-hand how education can transform lives.”

Town of Petersham Fund, 1984 Pitcher Family Fund, 2014 Pyle Fund, 1986 Marla Maykel Pyle Fund, 2001 Mary and William Ritter Fund, 2018 Paul and Fay Rossley Fund, 1995 Dan Salmon Fund, 2015 Salois Family Fund, 2010 Donna R. C. and John E. Sansoucy Fund, 2006 SASA Fund, 2011 Janet W. Schuyler and Stanley H. Gutridge Fund, 1997 Charles E. Scott Community Fund, 1997 Mark and Elise Seeley Fund, 2018 Charles E. Soule Paul Revere Insurance Group Centennial Fund, 1995 Stillman Family Fund, 2017 Stonewall Fund, 2008 Candi Tiarks Cancer Research Fund, 1996 Margaret and Gordon Torgersen Fund, 2000

24


Traina Family Youth Development Fund, 1999

“ We can readily direct grants to needs we identify, both within and beyond Worcester.”

Tree Fund, 2000 Trust in Kids Fund, 1987 UniBank September 11th Emergency Personnel Education Fund, 2002

Weiss Family Fund

Amos E. and Ann Laura Wasgatt Fund, 1997 Barbara Wasgatt Memorial Fund, 2015

While leading distinguished private sector

Weiss Family Fund, 2020 NEW

careers, Chick and Gayle Weiss have

Meridith D. Wesby Founders Fund, 2012

served as volunteer leaders of nonprofits

Courtney C. Wetzel Memorial Scholarship Fund, 2012

that advance access to such essentials as

Todd H. Wetzel Fund, 1992 Whittier Family Charitable Gift Fund, 2007 Worcester County Food Bank Fund to End Hunger, 2011 Worcester Postal Credit Union Charitable Fund, 2014 SCHOLARSHIP FUNDS support college tuition for area students. Richard and Jeanne Ahlquist Community Service Scholarship Fund, 2015 Wallace D. and Dorothy M. Andrews Scholarship Fund, 2011 Adolfo Arrastia Beacon of Light Scholarship Fund, 2005 Helen and Chuck Arsenault Memorial Scholarship Fund, 2000

decent housing, mental health services, food security, and education. The couple chose the Foundation to establish a donor advised fund for its knowledge of community issues, philanthropic expertise, and flexibility in managing funds. A former Foundation board member and associate professor emeritus at the College of the Holy Cross, Chick says, “The Foundation is a tremendous steward of donors’ funds, managing these resources so they grow and do more for the community.” “We can readily direct grants to needs we identify, both within and beyond Worcester,” says Gayle, a retired vice president of Unum US. “The high quality of Foundation staff and board leadership gives us confidence that our grantmaking will remain effective long after we are gone.”

Auburn Woman’s Club Fund, 2000 AVID North Scholarship Fund, 2004 Dennis Elroy Barry Memorial Scholarship Fund, 2005 Belmont Street Community School Scholarship Fund, 2000 25


Loretta J. Belval Scholarship Fund, 2002

Stephen G. and Jacqueline A. Economos ScholarAthlete Fund, 2007

Joseph F. and Claire L. Halvey Scholarship Fund, 2002

Jeffrey S. Edinberg Memorial Scholarship Fund, 2002

George W. Hanson Memorial Scholarship Fund, 2015

Mary Ann Binkoski Scholarship Fund, 2011

Elm Park Community School Scholarship Fund, 1987

Marty Hastings Memorial Scholarship, 2010

Patricia A. and Robert M. Bourke Memorial Scholarship Fund, 2014

Emanuel’s Empowerment Fund, 2012

Hedin Family Memorial Scholarship Fund, 2007

John N. Engelsted Fund, 1982

Maureen Henrickson Memorial Scholarship Fund, 2004

Bruce S. Bennett Fund for Community Journalism, 2006

Mary and John Buckley Memorial Educational Fund, 1998

Fred and Leona Eppinger Scholarship Fund, 2007

Catherine Burgholzer Memorial Scholarship Fund, 2014

Fairlawn Foundation Scholarship, 1997

William P. and Carolyn C. Cannon Scholarship Fund, 2012

Anita and Nathaniel A. Feingold Scholarship Fund, 1994

Edward Carien Scholarship Fund, 2010

Norma and Saul F. Feingold Fund, 1983

Carrick Foundation Scholarship, 2000

Finnish American Social Club Scholarship Fund, 2003

Charlton PTO Fund, 1999 Class of Tomorrow Scholarship Fund, 2012 Mary Connolly Memorial Scholarship Fund, 1999 Robert P. Currie Scholarship Fund, 2013 Melvin S. Cutler Fund, 1986 Melanie Davidian Memorial Scholarship Fund, 2017

Mary R. Fedeli Memorial Scholarship Fund, 2002

Fitchburg Sportsmen’s Club Scholarship, 2009 Marilyn M. and Russell S. Fox Scholarship Fund, 2010 Janet Fraser Scholarship Fund, 1999 John F. Freeland Memorial Fund, 2005

Kelly A. Davis Memorial Scholarship Fund, 2014

Friends of Rutland Heights Hospital Permanent Fund, 1993

December 3rd Scholarship Fund, 1999

Judge and Mrs. William Garbose Fund, 1998

Admiral and Mrs. Louis E. Denfeld Scholarship Fund, 2007

Derek Gaudette Memorial Scholarship Fund, 1995

Santo J. and Ellen M. DiDonato Memorial Scholarship Fund, 1999 Steve Drawbridge Memorial Fund, 2008 John and Fran Duke Scholarship Fund, 2004 Richard and Carol Dymek Scholarship Fund, 2006 Joseph D. Early Scholarship Fund, 2006 East Brookfield Scholarship Fund, 2007

26

General Scholarship Fund, 1990 Paul M. Gervais Memorial Music Scholarship Fund, 2018 Robert P. Goulet Memorial Scholarship Fund, 1998 Greg’s Grant Fund, 1997 Grynsel Educational Scholarship Fund, 2006 Daniel Ha Memorial Scholarship Fund, 2015 Emil Haddad Jazz Scholarship Fund, 2004

Charles Hugo Community Service Award Fund, 2007 Debbie Anne Johnson Memorial Fund, 1993 Ken and Pat Jones Scholarship Fund, 2014 Jenica Lynn Junnila Memorial Scholarship Fund, 2000 Deborah A. Kaufman Scholarship Fund, 1990 Lawrence M. and Augusta L. Keeler Scholarship Fund, 1978 Bradford J. Kemp Scholarship Fund, 2008 Max H. and Eloise A. Kuhner Scholarship Fund, 2009 Leonard F. Leamy Scholarship Fund, 2006 Leicester High School Football Alumni Scholarship Fund, 2007 Leicester Samaritan Nursing Association Fund, 1996 Leicester Savings Bank Scholarship, 1999 Leonide J. Lemire VFW Post 6055 Scholarship Fund, 2017 Lt. Colonel Irving A. and Colonel Marie C. Lepore Fund, 2012 Chris and Helena Liazos Scholarship Fund for Saint Spyridon’s Families, 2019 Chris and Helena Liazos Scholarship Fund for South High Students, 2019 Mark MacPherson Lightbown Memorial Scholarship Fund, 1980


Lincoln Village Scholarship Fund, 2001

Ida and Murray Rotman Scholarship Fund, 1985

Margaret G. Wolcott Scholarship Fund, 2018

Mary Falby Logan and Francis Logan Jr. Scholarship Fund, 2004

Andrew Sala Memorial Scholarship Fund, 1998

Mary Olive Wood Scholarship Fund, 1992

Doris Salzer Memorial Scholarship Fund, 2012

Worcester Latino Coalition Scholarship Fund, 1999

Erin Coonan Schmidt Scholarship for Health and Wellness Fund, 2015

Worcester Swedish Charitable Association Scholarship Fund, 2001

Herbert D. Sherwin Memorial Scholarship Fund, 2004

Worcester Woman’s Club Fund, 1999

Mary Sahagen Lonstein Scholarship Fund, 2014 Love Your Neighbor Award Fund, 2015 Lunenburg Opportunity Fund, 1999 Daniel Stephen Lussier Athletic Scholarship Fund, 2010

William J. Short Scholarship Fund, 2002

L.W.V.O. Memorial Scholarship Fund, 2010

Alexander G. Simonatis Scholarship Fund, 2004

Lieutenant James F. “Jay” Lyons III Memorial Scholarship Fund, 2001

Claudia Simonian Scholarship Fund, 2007

Rev. Richard and Shirley Wright Emmanuel Baptist Church Scholarship Fund, 2016 DESIGNATED FUNDS support one or more organizations in perpetuity.

Magee Family Education Fund, 2003

Arthur J. Smith and Dorothy G. Smith Scholarship Fund, 2005

Frances F. Mansfield Scholarship Fund, 1996

Francine “Doc” Smith Scholarship Fund, 2013

Hollis E. and Gwendolyn D. Alden Fund, 1977

Ben P. Masterman Scholarship Fund, 2013

Steelman Expository Writing Scholarship Fund, 1999

Clarence S. Arms Family Fund, 1986

Anthony E. Mickunas Memorial Scholarship Fund, 1987

Swedish National Federation Fund, 2001

Barre Center for Buddhist Studies Fund, 2017

Tahanto Regional High School Scholarship Fund, 1997

Joan T. Barry Fund for Saint Mary School, 2016

Middlesex Savings Charitable Foundation Scholarship Fund, 2005 Michael Minty Memorial Scholarship Fund, 1988 Patricia Proko Morris Memorial Scholarship Fund, 2012

Paul E. Tarkiainen Art Award Fund, 1995 Cynthia and Harrison Taylor Scholarship Fund, 2017 Kathleen Terry Memorial Scholarship Fund, 2005

Abby’s Empowerment Fund, 2009

Elizabeth Trumbull Barton Fund, 2004 Edward W. Bettke Scholarship Fund, 2007 Bolton Public Library Endowment Fund, 2012 Barbara Allen Booth Fund, 2001

Constantine Mina and Vasiliky Strates Moschos Scholarship Fund, 2005

Robert Thomson Scholarship Fund, 2009

Anne Carey Murphy Memorial Scholarship Fund, 2001

Laurie C. Tinsley Scholarship Fund, 2002

Nichols Academy Marilyn T. and Gerald Fels Scholarship Fund, 2001

Mark W. Tripp Scholarship Fund, 2011

Bruce Breger Memorial Fund for BSA Troop 1 of Northboro, 2010

Arno and Roberta E. Wagner Scholarship Fund, 2013

Brigham Hill Fund, 2016

Reginald Washburn Scholarship Fund, 1990

H. Paul and Sara B. Buckingham III Fund, 2000

Sarah Daniels Pettit and William O. Pettit Jr. Scholarship Fund, 1996 Richard W. Pierce Fund, 1985 Project Aspire Fund, 2011 Arthur J. Remillard Jr. Scholarship Fund, 2001 Barbara Marks Rothschild Arts and Education Scholarship Fund, 2004

Sumner B. Tilton Memorial Scholarship Fund, 1985 Tobin Family Fund, 1999

Webster Square Business Association Scholarship Fund, 2002 Leroy Weiner Scholarship Fund, 2000 Paul J. Westberg Memorial Scholarship Fund, 2000 Leonard H. White Scholarship Fund, 2011

Robert W. Booth Fund for the Worcester Historical Museum, 2002 Bosler Humane Society Fund, 1986

Dr. and Mrs. Edward Budnitz Fund, 1995 Cancer Care and Research Fund, 1991 William R. and Janet A. Carrick Fund, 1998 John Carter “High Five” Youth Hockey Fund, 1996

27


Polly C. and Joseph R. Carter Fund, 1987 Steve Gifford, top right in this Classical High ’63 team photo, was a forward.

John P. Castagnetti Memorial Fund, 2003 Richard and Deanna Charves Fund, 2011 Chesson Family Fund, 1991 Charles P. Ciaffone and Rose B. Ciaffone Fund, 2005 Eleanor Laing Clifford Fund, 2016 Martha A. Cowan Fund, 1987 Crater-Ferraro Fund, 2018 Hugh W. and Harriet K. Crawford Endowment Fund for the Pearle L. Crawford Memorial Library, 2006 Ethel S. Cunningham Fund, 1987

“ It brings us a lot of joy to know that

every year, in perpetuity, more players will get to enjoy hockey in my dad’s name.” Steve Gifford and Family Fund

Rosemary Davis Memorial Fund, 2000 Sarah B. and Dix F. Davis Fund, 2002 David L. and Elizabeth O. Dean Fund, 2012 Henry B. and Jane K. Dewey Fund for Wellesley College, 2007 Jane Kenah Dewey Abbot/Andover Fund, 2007

Born and raised in Worcester, Steve Gifford (1945-2018) was an avid hockey player for Classical High School. Although his career brought him to the Midwest, Steve shared his lifelong affection for Worcester and his zeal for hockey with his sons, Rob and Will, who set up this fund in his memory. Each year, the designated fund will award a grant in Steve’s name to the Worcester Junior Railers Hockey Club, enabling more families to join this youth hockey program. Steve’s childhood friend, Bob Kuppenheimer, told Rob and Will about the Foundation, which was already supporting the Railers. “Steve and I grew up a block apart,” says Bob. “We thought this was a great way to honor Steve’s life in Worcester.” “It brings us a lot of joy to know that every year in perpetuity, more players will get to enjoy hockey in my dad’s name,” says Rob. “And it would make him really happy.”

Douglas Center Cemetery Preservation Fund, 1999 Marjorie G. and Elmer E. Ellison Jr. Fund, 2001 Gerald J. and Dallas M. Eydenberg Fund, 2011 Norma and Saul F. Feingold Joy of Music Fund, 2006 Norma Feingold Worcester History Prize Fund, 2011 Shirley Feldman Fund, 2005 Finnish Heritage Foundation Fund, 1991 First Congregational Parish, Unitarian Fund, 2006 First Unitarian Church Fund, 2006 Patricia Fisher Fund, 2006 Paris and Marion S. Fletcher Fund for United Way, 1992 Marilyn M. and Russell S. Fox Scholarship Fund for Non-Traditional Students, 2010

28


Samuel Frank Designated Fund, 1993

Irving A. and Marie C. Lepore Fund, 2012

Renaissance Award Fund, 2004

Steve Gifford and Family Fund, 2020 NEW

Peter H. Levine Fund, 2010

Louise R. and John F. Reynders Fund, 1987

Lois B. and Robert F. Green Fund, 2001

Peter H. Levine and Catherine H. Levine Fund for the First Unitarian Church, 2010

Marvin Richmond Fund, 1998

Newell Hale Memorial Fund, 2003 Francis A. and Jacquelyn H. Harrington Fund for United Way, 1992

John W. Lund Fund, 1993

Chapin Riley Fund, 2000

Lund Leadership Award, 2010

John E. and Ethel E. Riley Outstanding Citizenship Award Fund, 2010

Harris Family Fund, 2001

Lund Unitarian Church Fund, 2011

Katharine Higgins Riley Fund, 1991

Rosemary Marble Harris Fund, 2001

Frances F. Mansfield Fund, 1996

Rogers-Kennedy Memorial Fund, 2003

Ginette Harrison, MD Memorial Fund, 2002

Sonia Werblin Masterman Fund, 2001

Hedin Family Memorial Emergency Fund, 2007

Howard J. and Dorothy R. McGuiness Funds, 2004

Marion & Arthur Rossiter Fund for Evangelical Congregational Church, 2011

Hendricks House Preservation Fund, 1999

Micah Housing Corporation Fund, 1981

John and Frannie Herron Park Fund, 2013

Barrett and Mahroo Morgan Fund, 2007

Honee A. Hess Partnership with Children Fund, 1996

Vasiliky Strates Moschos Memorial Fund, 2002

Robert G. and Eliza C. Hess Fund, 1979 Holden Council on Aging/Senior Center Fund, 2003 Robert M. Hyde Family Fund for Beaman Memorial Public Library, 2014 Forrest A. and Shirley H. Jacobs Fund, 2019 Jeppson Memorial Fund, 1976 Jiji’s Fund, 1999 Marcia R. Katter Memorial Fund, 2001

Rani P. and Haribabu Muddana MD Fund, 2001 Marc Needleman Memorial Fund, 2000 C. Bradford and Elizabeth C. Newell Fund, 1999 Nichols Academy Scholarship Fund, 2001

Saul A. Seder Fund, 1991 Alice C.A. Sibley Fund, 2004 H. Arthur Smith Designated Fund, 1986 Khazma A. Soffan Memorial Fund, 2000 Thurston E. Solomon and Everett J. Morter Memorial Fund, 2013 Helen M. and Thomas B. Stinson Fund, 2001

Norcross Heritage Fund, 2004

Robert and Helen E. Stoddard Fund for United Way, 1999

Christopher J. Paskell Memorial Fund, 2004

Sylvia Gafvert Stubblebine Fund, 1989

Sarah Daniels Pettit and William O. Pettit Jr. Fund, 1996

Jean R. and Susan A. Therriault Fund, 2017

Lawrence M. and Augusta L. Keeler Fund, 1997

Paul M. Pezzella Fund in Memory of Patsy and Theresa Pezzella, 1999

Paul J. and Dorothy B. Kervick Fund, 1996

Pomfret Community School Arts Fund, 2006

Peter J. and Sophie Kosky Fund, 1988

Practical Education Fund, 2010

Max H. and Eloise A. Kuhner Memorial Fund, 2005

Lillian S. Pratt Fund, 2007

Kimberley Lane Godard Memorial Fund, 2012

Hon. James F. Queenan Legal Services Fund, 2011

Nathaniel A. Lane Memorial Fund, 2014

John and Gloria Rauth Library Fund, 2001

Prescott N. Lane Memorial Fund, 2014

Rawji Conservation Fund, 2013

LaVigne Family Fund, 1992

Arthur J. Remillard Jr. Fund, 1993

Carmen Tobin Nursing Scholarship Fund, 1995 Polly and Dick Traina Fund for Y.O.U., Inc., 2009 William D. Wallace Executive Director Endowment Fund, 2014 Mary Louise Wilding-White Fund, 1978 David Woodbury Life Insurance, 1998 Harold Davis Woodbury Fund, 1987 Worcester Animal Rescue League Fund, 2007 Worcester Art Museum Booth Family Fund for Education and Outreach, 1999

29


Worcester Arts and Humanities Educational Collaborative Fund, 2002

Jeanne Y. Curtis Women’s Initiative Fund, 2019

ensure the continuing vitality of our libraries for decades to come.”

Worcester Engineering Society Fund, 1989

Douglas Historical Society Fund, 2000

Worcester Public Library Foundation Fund

Worcester Historical Museum Robert W. Booth Fund for Salisbury Mansion, 1995

“ This endowment will help us

When the Worcester Public Library Foundation received a generous gift from the Fletcher Foundation as part of its $4.1 million capital campaign, its board decided to create this permanent endowed agency fund. “This fund is our first endowment,” says Executive Director Christine M. Murray. “It will provide annual income to benefit and enhance our libraries. The pandemic has shown all of us how uncertain the future can be. This endowment will help us ensure the continuing vitality of our libraries for decades to come.” This new fund will support capital needs, including equipment, furnishings, and facility maintenance such as repairs and replacements. “We trust the leadership and investment strategies of the Greater Worcester Community Foundation, which has long provided support for key library programs,” says Christine. “We’re delighted to have this opportunity to expand our relationship with the Foundation.” 30

Worcester Fire Department Memorials Care Fund, 2019

Worcester Regional Research Bureau Fund, 1989 Worcester Street Tree Fund, 2010 WTAG Christmas for Children Fund, 2000 AGENCY FUNDS are created by nonprofit organizations to benefit their operations or capital needs. William and Rose Abbott Memorial Fund, 2015 Abby Kelley Foster House Fund, 2008 Morris and Ethel Abramoff Joy of Music Scholarship Fund, 2012 American Red Cross of Central Massachusetts Fund, 2000 ArtsWorcester Fund, 2018 Auburn Youth and Family Services Endowment Fund, 2000 Barre Players Endowment Fund, 1997 Big Brothers/Big Sisters Mentoring Fund, 1999 Blackstone Valley Education Foundation Fund, 2005 Boylston Public Library Foundation Fund, 2014

Dismas House Fund, 2018 Dynamy Fund - Knight, 1997 Janet Alden Carrick Memorial Fund for the East Douglas Evergreen Cemetery, 2006 East Douglas Evergreen Cemetery Company Fund, 2005 East Douglas Evergreen Cemetery Company Fund Wallen Memorial Trust, 2005 Edward M. Kennedy Community Health Center Fund, 1984 Lois S. Feldman Fund, 1990 Patricia A. Fletcher Fund for Worcester Historical Museum, 2018 Friends of Beaman Memorial Public Library Endowment Fund, 2011 Friends of Gale Free Library Endowment Fund, 1998 Friends of Hope Cemetery Fund, 2011 Friends of Northbridge Elders Fund, 1997 Friends of the Gladys E. Kelly Public Library Fund, 2018 Friends of the Northborough Library Fund, 2018 Friends of the Upton Town Library Fund, 2007 Friends of the West Boylston Council on Aging Fund, 2015

Boys & Girls Club of Worcester Fund, 2008

Julie Chase Fuller Endowment Fund for Mechanics Hall, 1989

Camp Putnam Agency Fund, 2011

Green Hill Park Coalition Fund, 2015

Country Store Building Fund, 2017

Roberta Gunn Fund for Board Development, 2003

Pearle L. Crawford Memorial Library Endowment Fund, 2010

Hanover Theatre 1926 Society Legacy Fund, 2015 Timothy J. Houston Memorial Fund at Joy of Music, 2016


India Society of Worcester Fund, 2018 Scoutmaster Harold “Jack” Jackson and Eagle Scout Jonathan Scott Gendron Campership Fund for BSA Mohegan Council, Inc., 2012 Jane Fund of Central Massachusetts Fund, 2008 Joy of Music Program Beveridge and Frances Webster Endowment Fund, 2000

St. Mary’s Assumption Albanian Orthodox Church Endowment Fund, 2012 Straight Ahead Ministries Fund, 2015 Tatnuck Brook Watershed Fund, 1996

Latin American Health Alliance of Central Mass Fund, 2010

Wachusett Greenways Fund, 2018 West Boylston Historical Society Fund, 2014

Priscilla Mason Endowment Fund, 2014

Women’s Initiative Fund in Honor of Lois B. Green, 2009

Matthew 25 - Fred and Louise Enman Fund, 2006 Matthew 25 - Jesuits and Friends - El Salvador, 2000 Matthew 25 - Queen Street, 2000 Millbury Public Library Endowment Fund, 1991 Music Worcester Education Fund, 2016 Music Worcester Stoddard/Fletcher Annual Concert Fund, 2019 Music Worcester Young Artist Competitions Fund, 2018 National Memorial Trust Fund, 1990 Open Sky Community Services Fund, 2019 Preservation Worcester Endowment Fund, 2011 Quinsigamond Community College Foundation Inc Endowment Fund, 2016 Quinsigamond Community College Foundation Inc Scholarship Endowment Fund, 2016 Rural Cemetery Fund, 2006 Seven States Daffodils Agency Fund, 2019

TOTAL $176.6 MILLION

Visitation House Inc. Fund, 2017 Wachusett Earthday Inc. Fund, 2015

Matthew 25 - Boston Fund, 2000

(in millions)

United Way of Central Massachusetts Fund, 1987

Last Green Valley Fund, 2016

MassEdCO Fund, 2017

2020 Market Value by Fund Type

$74.0

Discretionary and Field of Interest

$20.6

Donor Advised

$16.1

Scholarship

$31.8

Designated

$34.1

Agency

Worcester Area Association for the Education of Young Children Fund, 1998 Worcester Chamber Music Society Fund, 2013 Worcester County Law Library Trust Fund, 1998 Worcester County Poetry Association College Contest Fund, 2018 Worcester County Poetry Association Founders Fund, 2002 Worcester County Poetry Association’s Gregory Stockmal Fund, 2010 Worcester County Poetry Association’s Stanley Kunitz Award, 2010 Worcester County Poetry Association’s Worcester Review Fund, 2000 Worcester Historical Museum Fund, 2002 Worcester Jewish Community Center Fund, 2010 Worcester Public Library Foundation Fund, 2020 NEW Worcester Public Library Fund, 1992 Youth Opportunities Upheld, Inc. Fund, 1987

31


Financial Stewardship

Portfolio

(at 12/31/2020)

Domestic Equity 38% 4 managers

E

very donor’s fund becomes part of the Foundation endowment, which in 2020 grew to $178.2 million. As its steward, the Foundation invests these assets to sustain and grow their value in perpetuity; and each year, uses a portion of its annual earnings to make grants. Generous giving and prudent investing have increased the endowment’s value substantially over 45 years, enabling the Foundation to distribute $146.3 million in grants since its start in 1975. The Foundation’s Investment Committee ensures that investments comply with Foundation policies and objectives, and works closely with independent investment consultants Prime Buchholz LLC, which advises on ongoing investment selection, monitoring and evaluation. Serving on this committee in 2020 were: Thomas J. Bartholomew, chair; J. Christopher Collins; James E. Collins; Dix F. Davis; Ellen M. Ferrante; Warner S. Fletcher, Abraham W. Haddad; Timothy M. Jarry; Christopher W. McCarthy; Jeffrey S. Solomon; Carolyn J. Stempler; and Ann Tripp.

International Equity 24% 6 managers

Flexible Capital 24%

Net Investment Returns

6 managers

(through 12/31/2020)

Fixed Income 9% 2 managers

1 Year

3 Years

5 Years

10 Years

GWCF Long-Term Pool

10.6

6.7

8.1

6.3

GWCF Policy Benchmark

13.9

8.1

8.4

6.2

Real Assets 4%

1 manager

Cash 1%

32


Summary Financial Statements (through 12/31/2020) 2020

2019

ASSETS

Investments

$

178,224,572

$

165,750,044

Cash & Equivalents

$

1,557,080

$

620,112

Pledges Receivable

$

14,355

$

7,100

Other Assets

$

270,150

$

724,295

Total Assets

$

180,066,157

$

167,101,551

Grants Payable, Accounts Payable & Other Liabilities

$

682,846

$

749,425

Life Income Gift Liabilities

$

859,390

$

911,181

Funds Held for Agency Endowments

$

34,100,638

$

30,374,049

TOTAL LIABILITIES

$

35,642,874

$

32,034,655

Net Assets with Donor Restrictions

$

142,954,009

$

134,105,251

Net Assets without Donor Restrictions

$

1,469,273

$

961,645

TOTAL NET ASSETS

$

144,423,283

$

135,066,896

TOTAL LIABILITIES & NET ASSETS

$

180,066,157

$

167,101,551

REVENUES Contributions Net Investment Returns Other

$ $ $

11,966,432 13,375,040 496,653

$ $ $

1,997,712 20,166,157 273,421

Total Revenues

$

25,838,125

$

22,437,290

Grants Approved

$

14,337,485

$

6,003,163

Operating Expenses

$

2,144,252

$

2,114,881

TOTAL EXPENSES

$

16,481,737

$

8,118,044

LIABILITIES & NET ASSETS

EXPENSES

The audit of the Foundation’s financial statement as of and for the years ending December 31, 2020 and 2019 was conducted by Alexander, Aronson, Finning & Co., PC. For a complete copy of the audited financials visit our website at www.greaterworcester.org or email donorservices@greaterworcester.org.

33


Corporators Lawrence J. Abramoff Colleen Abrams Viviana M. AbreuHernandez Robb B. Ahlquist Che Anderson James A. Andreoli Roy Angel Ann Marie Argitis Robert S. Bachelder Alex Bartholomew Eric Batista Paul Belsito Sarah G. Berry Mark P. Bilotta Maureen Binienda Elissa Boisvert Maurice J. Boisvert Pamela K. Boisvert George F. Booth II Mark A. Borenstein Sarah Ann Bowditch James B. Broadhurst Michael D. Brockelman Denise H. Brookhouse John H. Budd James R. Buonomo Richard Burke Eric Busenburg Frank R. Callahan Linda T. Cammuso Henry Camosse Jr. Kirk A. Carter Deborah D. Cary Christine Cassidy Raquel CastroCorazzini 34

Linda A. Cavaioli Francesco C. Cesareo Harriette L. Chandler Karen Chapman Jeffrey Chin James E. Collins Alex Corrales Ashish Cowlagi Tracy A. Craig Ken Crater Benjamin Craver Michael J. Crawford Nancy Crimmin Frederick G. Crocker Jr. Kathryn M. Crockett Joshua Croke Lawrence Curtis Jill C. Dagilis Geoffrey K. Dancey Dix F. Davis Laurie Davis Micki Davis Daniel de la Torre Jr. Eileen R. deCastro Henry B. Dewey Morgan B. Dewey Ross K. Dik James C. Donnelly Jr. Donald F. Doyle Karen E. Duffy Ellen S. Dunlap Sandra Dunn N. Lynn Eckhert Susan Engelkemeyer Patty Eppinger Stephen J. Erickson

Jeanne Esler John Esler Allen Falke Saul F. Feingold David Fithian Allen W. Fletcher Mary F. Fletcher Warner S. Fletcher David Fontaine Jr. Paul A. Fontaine Heather Forkey Mark W. Fuller Peter Gardner Gerald M. Gates Gerald L. Gaudette III Jared Gentilucci Lisa Kirby Gibbs Eve Gilmore Dennis F. Gorman Martha P. Grace Martin J. Green David R. Grenon J. Michael Grenon Abraham W. Haddad Gloria Hall John Herron Jr. Honee A. Hess Jamie Hoag Emily G. Holdstein Kathryn Zingg Hunter M Howard Jacobson Timothy M. Jarry Parlee Jones Patricia L. Jones Steven G. Joseph Kevin R. Kearney

Sara Kelleher Paul Kelly Alison C. Kenary Robert M. Kennedy Robyn K. Kennedy Priscilla Short Kerr Judith Kirk Cheryl Lapriore Richard W. Lavey Robert E. Layne Thuha T. Le James B. Leary Patricia Leary Diane L. Leclair Laurie Leshin Joseph Lian Jr. Robert G. Lian Monica Escobar Lowell Tamara Lundi Susan M. Mailman Barry M. Maloney Charles Manoog Edward F. Manzi Jr. Michael J. Martin Heather A. Maykel Samantha P. McDonald Todd C. McDonald Kate McEvoy Tom McGregor Robert H. McLaren Jean G. McMurray Christopher G. Mehne Naureen Meraj Jake Messier Katherine H. Metzger Erwin H. Miller

John O. Mirick Ann K. Molloy Charles F. Monahan Jr. Janet W. Moore Paul Morano Jessica Morris James J. Moynihan William G. Muller Timothy P. Murray Ginger Navickas Weayonnoh NelsonDavies AiVi Nguyen David A. Nicholson Kevin M. O’Brien Andrew B. O’Donnell David R. Ojerholm Julie Orozco Vincent J. Osterman Martha R. Pappas Linda F. Parham Sahdev R. Passey Thoru Pederson Luis G. Pedraja Deborah A. Penta Neil Petersen Paul M. Pezzella Cynthia N. Pitcher Sherri G. Pitcher Deborah L. Plummer Christine M. Proffitt Marla Maykel Pyle Raymond Quinlan Hilda Ramirez Daniel Rea Mary Jane Rein

Mary Lou Retelle Dennis Rice Mary C. Ritter Sarai Rivera Shelley Rodman Ana Rodriguez Eric Roldan Emily Rosenbaum Melvin Rosenblatt Laurie Ross Scott Rossiter Paul R. Rossley Steven Rothschild Kent dur Russell Francis M. Saba James M. Salois R. Joseph Salois Kwasi Sarpong Paul F. Scully Carol L. Seager Katherine Sharry Jay S. Sherwin John F. Shoro Philip O. Shwachman Troy Siebels Asima Silva Marvin S. Silver Edward D. Simsarian Michael D. Sleeper Jeffrey S. Solomon Imrana Soofi Jay Soto Jr. Mark Spuria Peter R. Stanton Joseph N. Stolberg Alan M. Stoll

Clyde Talley George W. Tetler III Monica ThomasBonnick Troy B. Thompson Sumner B. Tilton Jr. David N. Tinsley Tuyet Tran Ann K. Tripp Elizabeth J. Tripp Kathryn Tsandikos Jayna Turchek Michael Urban Wayne Ushman Cesar A. Vega Wyatt R. Wade William D. Wallace Matthias Waschek Victoria Waterman Charles S. Weiss James A. Welu Mark R. Wetzel Todd H. Wetzel David White Harry T. Whitin Thomas J. Wickstrom Helene F. Winn David K. Woodbury Janice B. Yost Alex Zequeira Jessika Zequeira Kelsa L. Zereski Tina Zlody Valerie ZolezziWyndham


Board of Directors

J. Christopher Collins

Mike Angelini

CHAIR Of Counsel, Mirick O’Connell

VICE-CHAIR Chairman, Bowditch & Dewey

Jack L. Foley

Maria A. Heskes-Allard

Michelle Jones-Johnson

Patsy C. Lewis

Senior Vice President, Senior Lender, Bay State Savings Bank

Vice President & Chief Human Resources Officer, CareQuest Institute for Oral Health

Nonprofit Consultant

Vice President for Government & Community Affairs, Clark University

Thomas J. Bartholomew

Kola Akindele

CLERK Assistant Vice President TREASURER President, Bartholomew of External Relations and Partnerships, WPI & Company, Inc.

Joycelyn C. Augustus AT-LARGE Financial Consultant

Christopher W. McCarthy President & Chief Operational Officer, Fidelity Bank

Jennifer Davis Carey

Matilde Castiel

AT-LARGE WPI (retired)

Executive Director, Worcester Education Collaborative

Commissioner of Health & Human Services, City of Worcester

Lisa McDonough

Nadia T. McGourthy

Satya B. Mitra

Community Volunteer

Attorney, Dresser & McGourthy, LLP

President, The Guru Tax & Financial Services, Inc.

Linda C. Looft

Sonia Paulino

Kimberly M. Salmon

Eric Torkornoo

Matthew E. Wally

Warner S. Fletcher

Carolyn J. Stempler

Software Developer, Worcester Public Schools

Assistant Vice President Community Relations, The Hanover Insurance Group

Vice President, Worcester Region, TD Bank

Vice President Government & Community Affairs, UniBank

Director, Fletcher Tilton emeritus

Interim President & CEO, Greater Worcester Community Foundation ex officio 35


Staff

Carolyn J. Stempler Interim President & CEO

Diane S. Allain Director of Finance & Operations

Jonathan Cohen Vice President for Programs & Strategy

Patrick T. Maloney Vice President of Philanthropy

Elaine Nedder Scholarship Officer

Liz Nye Marketing & Communications Manager

Nathan Rearick Finance Associate

Lindiana Semidei Program Associate, Arts & Culture

Sarah Shugrue Senior Program Officer

Kelly A. Stimson Director of Donor Services

Jacqueline L. Williams Administrative Assistant

Interns

Grace Dowling Clark 2024

Finn Lundy Clark 2020

Maggie Sullivan Clark 2021

Production Credits Editor and Production Manager: Kelly A. Stimson 36

Designer: Kate Canfield

Writer: Susan Saccoccia

Printer: Kirkwood


In Memoriam The Foundation family lost several treasured friends during 2020...

Cathy Beauregard Lawrence Collins Jeanne Comstock John J. Cronin Jr. Frances Duke Barbara H. Gaudette Janet S. Jones Caroline June Jane McDonald Barrett Morgan

3


Carolyn J. Stempler

Diane S. Allain

Kelly A. Stimson

Jonathan Cohen

Elaine Nedder

P.T.Maloney (he/him/his)

Sarah Shugrue

Jackie DianeWilliams S. Allain

Lindiana Semidei

Nathan Rearick

Liz Nye (she/her/hers)

Greater Worcester Community Foundation • 370 Main Street, Suite 650 • Worcester, MA 01608 • 508.755.0980

www.greaterworcester.org

Profile for kstimson

2020 Annual Report  

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