SU
North Shore United Way
2 0 11 - 2 0 1 2 A N N U A L R E P O RT
TABLE OF CONTENTS
LETTER FROM THE EXECUTIVE DIRECTOR
3
Dear Friends,
BOARD OF DIRECTORS & STAFF
4
COMMUNITY IMPACT AREAS
5
DISCRETIONARY GRANTS
9
Thanks to you - donors, volunteers, community partners and friends - we have much to celebrate in this year’s Annual Report. Our 2011-2012 Campaign saw a revival of our workplace efforts, with new campaigns in Cape Ann and Beverly. We launched a new Women in Action initiative focused on childhood obesity with a goal to educate, engage and expand new programs to address the need. The Campaign finished with a highly successful last minute push to close a potential Campaign shortfall and sustain grants to critical local programs.
SU 2
REFLECTIONS FROM 2011-1012
VOLUNTEER OPPORTUNITIES
10
WOMEN IN ACTION
11
CAMPAIGN REPORT
12
LIGHTHOUSE SOCIETY
13
COMMUNITY FRIENDS
16
CORPORATE DONORS
18
FINANCIAL STATEMENT
19
Through your generosity, North Shore United Way awarded nearly one million dollars in community impact grants to 45 programs serving 32,575 people on the North Shore. Over 60 North Shore volunteers worked diligently with us to evaluate and determine grant awards across our three areas of community need: youth & child development, financial stability, and health. One third of the grants went to financial stability programs, including a new grant to Harborlight Community Partners. NSUW funding to Harborlight will enable them to scale up their housing development program by committing additional resources to creating new affordable housing on the North Shore. Other financial stability grants support an earned income tax credit program at Beverly Bootstraps Community Services translating a $5,000 investment into $155,000 tax credits for working families. Grant highlights include an evidence-based adult education program at Wellspring House and an affordable housing stability program for low-income families in Beverly and Gloucester through the North Shore Community Development Coalition. Thank you for the extraordinary commitment from the community, from our workplace employees, to local families, to our Board of Directors, to Women in Action, and over 100 NSUW volunteers – all that came together to impact real and lasting change on the North Shore. We are incredibly grateful for the shared sense of community and purpose by all our supporters.
Margo
Margo Casey Executive Director
Seth Seth C. Ward Board Chair 2011-2012
3
2011-2012 BOARD OF DIRECTORS AND STAFF
Seth C. Ward, Chair
Richard Fitzpatrick, 1st Vice Chair Mark W. Johnson, 2nd Vice Chair Ann Noble-Kiley, 3rd Vice Chair John Maihos, Secretary
Stephen J. Feron, Treasurer Karen Carney Gregory Chin
John F. Donovan, Jr.
COMMUNITY IMPACT AREAS The North Shore United Way (NSUW) funds a network of agencies and programs that collectively address critical needs within 3 Community Impact areas:
• YOUTH AND CHILD DEVELOPMENT • FINANCIAL STABILITY • HEALTH
It is this comprehensive approach that makes the North Shore United Way different from other local organizations. The way we fund programs means that your donation to NSUW can address more than one critical need and ultimately improve conditions for all.
William F. Dore, Jr. Faith D. Emerson
Lynnette C. Fallon, Esq.
John L. Good III, ex officio Kari Gunn
Kenneth Hanover
NSUW GRANT PROCESS
David Lawson
• Over 60 NSUW Allocations Committee Volunteers are trained and grouped into NSUW Community Impact (CI) area teams
Victoria Macmillan
• Site visits are conducted with each grant applicant followed by CI team hearings with agencies requesting funding
Bryan A. Riehl
• Allocation teams make funding recommendations to NSUW Allocations Oversight Committee
Brandon M. Ruggieri, Esq.
• Allocations Oversight Committee proposes final awards based on funds available from Annual Campaign
Peter Tarr
• Board of Directors reviews and approves final funding to Community Partner agencies
Babette Loring Judson Reis
Darren Ross
Chris Shimkin
Peter R. Townsend
Michael R. Wheeler Margo Casey – Executive Director Judi DeJager – Sr. Development Officer
Barbara Kuszmar – Office Manager Corinne Lippie – Project Director Derek Pollard – Intern
Christopher Valle – Summer Intern 4
North Shore United Way
5
YOUTH AND CHILD DEVELOPMENT
NSUW ALLOCATIONS COMMITTEE TEAM FOR YOUTH AND CHILD DEVELOPMENT Karen Carney Margo Casey
Mimi Delcuze
John Donovan Lucille Duval
Faith Emerson
Mary Fairbairn
Lauren Gudonis
Taryn Harrington Susan Hauck Brian Herald
Mark Johnson Mike Maginn
Lisa McNamara Bridget Murray Caron Nardi Ruth Price
Judson Reis
Peggy Hegarty-Steck Teri Vienot
Mike Wheeler Dan White
6
FINANCIAL STABILITY
NSUW GOAL: To support children and youth with their cognitive, behavioral and physical development.
NSUW GOAL: To increase the percentage of low-income individuals and families who are financially stable.
AGENCY GRANTS
AGENCY GRANTS
Beverly Children’s Learning Center Happy, Healthy, Fit Kids
$15,000
American Red Cross, Northeast Division Disaster Assistance
$27,000 $25,000
Beverly Bootstraps Community Services Outreach Services Earned Income Tax Credit
$18,265
Catholic Charities North Basic Needs
Children’s Friend & Family Services Child & Family Counseling Youth Mentoring Girl Scouts Girls Together, Aspiring for Tomorrow Northeast Arc Recreational Programs Advocacy for People with Disabilities Volunteer Support
$15,000 $ 8,000 $14,000
Northeast Behavioral Health—Student Assistance Programs Beverly High School $30,350 Beverly & Gloucester Middle Schools $34,780 Hamilton-Wenham & Ipswich High Schools $42,091 Manchester-Essex Middle School $13,039 Rockport Middle & High School $12,026 Pathways for Children School Lunch Program Services to Children with Special Needs
$20,000 $27,000
YMCA of the North Shore Low-Income Scholarships Beverly Youth Collaborative Rockport Youth & Teen Center Cape Ann Youth & Teen Center
$57,500 $20,000 $ 8,500 $ 8,500
Margo Casey $48,000
$35,000 $ 5,000
$51,000
North Shore Community Development Coalition Affordable Housing and Housing Stability
$35,000
Mary Helming Paul Jermain Erich Karol
David Lawson John Maihos
Jonathan Miller Nancy Palmer
Nicole Richon-Schoel Scottie Robinson Sherry Rogers
$35,000
$27,000
Brandon Ruggieri Mary Smith
Trina Smith
Ana Stefanovich Don Sudbay
Society of St. Vincent de Paul, St. John’s Emergency & Family Assistance
$12,000
Wellspring House Adult Education
$17,000
Al Dichner
Jonathan Marcus $20,000
Society of St. Vincent de Paul, St. Mary’s Emergency & Family Assistance
Alex Delis
Scott Kornusky
Harborlight Community Partners Affordable Housing Development/Preservation
Salvation Army, Beverly Emergency Assistance
NSUW ALLOCATIONS COMMITTEE TEAM FOR FINANCIAL STABILITY
Matt Veno
Hope Wigglesworth
7
HEALTH
NSUW ALLOCATIONS COMMITTEE TEAM FOR HEALTH Larry Albert
NSUW GOAL: To increase the percentage of low-income youth and adults with access to healthy eating, health care and safety at home.
Rosemary Costello
AGENCY GRANTS
Cynthia Funchion
AIDS Action Committee HIV/AIDS Case Management
David Flynn
Grace Giambanco Jack Good
Kim Lawrence Renee Libro
Corinne Lippie
Babette Loring
Debbie Marcus Karyn Martin
Gini Mazman Julie Nelson
Derek Pollard Peg Reny Jim Rich
Chris Shimkin
Rich Weissman
8
DISCRETIONARY GRANTS NSUW GOAL: One-time Discretionary Grants for emergency needs or seed support for innovative programs.
Brad Clark
AGENCY GRANTS $32,000
HAWC Cape Ann Outreach Program
$30,000
Health Quarters Confidential HIV Testing and Counseling
$10,000
North Shore Health Project Wellness Program
$16,000
The Open Door Food Pantry Meals Program Mobile Market
$25,000 $10,000 $15,000
VNA Care Network & Hospice Care for the Underserved
$48,000
NSUW DISCRETIONARY GRANT COMMITTEE
Ann Noble-Kiley Nancy Palmer
Birth to Three Family Center
$5,000
Brandon Ruggieri
Catholic Charities North
$3,000
Margo Casey
Chill Zone
$5,000
Fund to Prevent Homelessness
$6,000
Family Promise of the North Shore
$5,000
Harborlight Community Partners
$5,000
Mass 2-1-1
$3,885
Sunday Suppers, St. Peter’s Episcopal Church
$1,250
Chris Shimkin
9
WOMEN IN ACTION
VOLUNTEER OPPORTUNITIES
Women in Action’s mission is to increase access to healthy food and physical activity for underserved children and their families on the North Shore. We engage people in the community through educational events and generate resources for innovative programs.
North Shore United Way
is a gateway to volunteer
opportunities on the North Shore.
WOMEN IN ACTION GRANT COMMITTEE Nancy Bildner Betsy Brown
Business Meets Community
Margo Casey
This program links a company
and its employees to meaningful
2012 NORTH SHORE UNITED WAY WOMEN IN ACTION GRANTS
volunteer opportunities helping
local children, youth and families. Grant Review
Over 60 volunteers lend their time from November through
March to help NSUW review and
assess annual grant applications to the North Shore United Way.
Beverly Children’s Learning Center-- Kid-Fit Program
$ 9,276
Beverly Farmers’ Market -- Marketing/SNAP Incentive
$ 1,200
Cape Ann Farmers’ Market -- Backyard Growers Program
$10,000
The Food Project with YMCA, Open Door, Addison Gilbert Hospital, CitySprouts -- Passport to Fitness Program
$10,000
Mimi Delcuze
Edith Gregory
Corinne Lippie
Babette Loring
Ann Noble-Kiley Derek Pollard Sue Philbrick
Scottie Robinson
Family Community Service Project
NSUW organizes opportunities
for parents to volunteer together
“Funding from North Shore United Way Women
age appropriate projects at local
Gloucester families who are growing their own
with their children for one-time,
in Action has allowed us to widen the network of
agencies.
food and ‘greening’ their neighborhoods. With
Women in Action
Women in Action volunteers
the support of Women in Action, we will meet our On June 2, 2012 the North Shore United Way’s Family
Community Service Project brought parents and their children
support local programs that are
together at the Glen Urquhart School greenhouse to volunteer
access to nutritious food and
started 4,864 seedlings, while learning about what they can do
geared towards helping increase physical activity for underserved
goal of increasing access to fresh vegetables for
low- to moderate-income families.” Lara Lepionka, Backyard Growers Coordinator
with The Food Project. This hard working group of families to help build a more just food system.
children and their families.
10
11
THANK YOU TO OUR DONORS
2011-2012 CAMPAIGN REPORT 2012 GOAL: $1,263,222.90
SU
FUNDRAISING AREA BEVERLY ESSEX
The Lighthouse Society recognizes our most generous philanthropic donors who make significant contributions at the $1,000 level and above to the annual campaign of the North Shore United Way.
$378,616
$68,686
IPSWICH
$64,014
Within the Lighthouse Society, the Tocqueville Society was created in honor of Alexis de Tocqueville to recognize his admiration for the spirit of voluntary association and voluntary effort for the common good. The Tocqueville Society is a national program which recognizes individuals giving at the $10,000 level and above for their outstanding philanthropic leadership.
ROCKPORT
$38,385
WENHAM
$90,156
2011-2012 TOCQUEVILLE DONORS
$296,391
Mr. & Mrs. William Devereaux Mr. & Mrs. Hollis French III Mr. & Mrs. Bartlett R. Geer Ms. Mary G. Puma & Mr. Elvind G. Lange Mr. Caleb Loring, Jr. Mr. & Mrs. Gregory L. Pellegrino Leslie S. Ray Mr. & Mrs. A. Heaton Robertson Mr. & Mrs. Binkley C. Shorts Mrs. Gilbert L. Steward, Jr. Mr. & Mrs. Campbell Steward Mr. & Mrs. Steven Tadler Peter Tarr & Gail Nelson Mr. & Mrs. Joseph F. Trustey Mr. & Mrs. Ernst von Metzsch (3 Anonymous Gifts)
SPECIAL ACCOUNTS SPECIAL EVENTS TOTALS
WOMEN IN ACTION
$14,078 $1,248,014
$30,625 Included in above figures
Peter Tarr, Co-Chair Gregory Chin
William F. Dore, Jr.
Victoria Macmillan
HAMILTON
$143,168
John F. Donovan, Jr., Co-Chair
Mark W. Johnson
$15,225
THE TOCQUEVILLE SOCIETY
MANCHESTER
THE LIGHTHOUSE COMMITTEE
Richard Fitzpatrick
$139,295
GLOUCESTER
12
AMOUNT RAISED
LEADERSHIP GIVING LIGHTHOUSE SOCIETY
Diana Brown McCloy R.T. Paine Metcalf Bryan A. Riehl
Chester A. Shuman Peter R. Townsend Seth C. Ward EMERITUS Caleb Loring III
Binkley C. Shorts
Gilbert L. Steward, Jr. Mary G. Puma
Honorary Campaign Chair
13
THANK YOU TO OUR DONORS THATCHER’S ISLAND TWIN LIGHTHOUSES $5,000 TO $9,999
SU
Mr. & Mrs. Donald E. August Mr. & Mrs. Allan H. Cohen Mr. & Mrs. J. Linzee Coolidge Mr. & Mrs. Robert Crandall Dr. & Mrs. Richard J. Fitzpatrick Mr. & Mrs. Kenneth Hanover Mr. & Mrs. E. Miles Herter Mr. & Mrs. Mark W. Johnson Mr. & Mrs. Thomas Johnson Mr. & Mrs. Caleb Loring III Mr. & Mrs. Peter B. Loring
HOSPITAL POINT LIGHT $2,500 TO $4,999
Mr. & Mrs. Edward G. Anderson Mr. & Mrs. James S. Ansara Mr. & Mrs. David Baer Booth Charitable Lead Unitrust Mrs. Elana Brink Mr. & Mrs. Richard J. Broderick Mr. & Mrs. Gregory L. Chin Mr. & Mrs. Henry W. Cook Albert M. & Sarah H. Creighton III Mr. & Mrs. James D. Dawson Mr. & Mrs. Edward DeRoche Mr. & Mrs. Robert Duffy Mr. & Mrs. Derek Heaslip
14
Mr. & Mrs. Francis McNamara III Mr. & Mrs. Wilhelm Merck Mr. & Mrs. Garlan Morse Mr. & Mrs. James V. Nyce Joanne Holbrook Patton Mr. & Mrs. Judson P. Reis, Jr. Mr. & Mrs. William Shields Mr. & Mrs. Chester A. Shuman, Jr. Mr. & Mrs. Seth C. Ward (1 Anonymous Gift)
Mr. Terrence P. Kennedy Mr. & Mrs. James P. Macmillan Mr. & Mrs. R. T. Paine Metcalf Ms. Pauline M. Pike Mr. & Mrs. Henry H. Porter, Jr. Mr. Arthur N. Ryan Mr. & Mrs. John W. Thompson II Mr. & Mrs. Gerard Townsend Mr. Peter R. Townsend Mr. & Mrs. Peter P. Twining Mr. & Mrs. Oliver F. Wadsworth Mr. John C. Walsh (1 Anonymous Gift)
ANNISQUAM HARBOR LIGHT $1,000 TO $2,499 Mr. & Mrs. Thomas B. Anthony Mr. & Mrs. David Arnold, Jr. Gordon Baird, Jr. & JoeAnn Hart Mr. & Mrs. Scott Beyer Mrs. Charles S. Bird III Mr. & Mrs. Thomas Bishop Mr. & Mrs. John M. Bradley Mr. & Mrs. Roger Brand Kevin J. Brewer Mr. & Mrs. Robert E. Brooker, Jr. Dr. Joan E. Brooks & Dr. James I. Garrels Ms. Dorothy A. Brown Ms. Martha F. Brown Mrs. Eustace Buchanan Mr. Samuel Cabot III Steven C. Carhart & Martha C. Farmer Christine C. Carsman Mr. Chester Clark Mr. & Mrs. Harold W. Cogger Atty. & Mrs. John D. Colucci Mr. & Mrs. Wendel W. Cook Christopher H. & Bonnie G. Covington Mr. & Mrs. Albert Creighton, Jr. Mr. & Mrs. Gregory Crockett Mrs. Helen Danforth Mr. & Mrs. Jay Dawson Mr. & Mrs. David de Sieyes Mr. & Mrs. Craig H. Deery Mr. & Mrs. Brian Ditchek Mr. & Mrs. Steven B. Dodge Mr. & Mrs. John F. Donovan, Jr. Mr. & Mrs. William F. Dore, Jr. Neiland & Priscilla Douglas Mr. & Mrs. Thomas Duff Mr. & Mrs. Steven R. Dunstan Mr. William D. Duryea II Lynnette C. Fallon Marvin Farley Mr. & Mrs. Charles Favazzo Mr. & Mrs. Stephen J. Feron IV Mrs. Reginald Foster III Mr. & Mrs. Donat A. Fournier Mr. & Mrs. Michael Frieze Mr. & Mrs. Joseph Gal
Mr. & Mrs. Justin E. Gale Mr. & Mrs. Benjamin H. Gannett Mark Glovsky & Livia Cowan Mr. & Mrs. John Glovsky Mr. & Mrs. John Good III Mr. & Mrs. Richard R. Gourdeau Luis Granja Mr. & Mrs. Thomas Grant Mr. & Mrs. Paul R. Gudonis Dr. & Mrs. John M. Gurley Mr. & Mrs. Henry Haight IV Mr. & Mrs. Joseph W.Haley Mr. & Mrs. Peter Hersee Mr. & Mrs. Galen Ho Mr. & Mrs. Arthur C. Hodges Mr. & Mrs. Thomas C. Hooper Mr. & Mrs. William F. Howard Mr. & Mrs. Timothy A. Ingraham Mr. & Mrs. Robert W. Irwin Mr. & Mrs. Harold Jones Mr. & Mrs. Gary R. Kaneb Dr. & Mrs. Tasso Kaper Mr. & Mrs. Stephen G. Kasnet Mr. & Mrs. William J. Kneisel Mr. & Mrs. Robert M. Knowles Mr. & Mrs. William T. Kozak, Jr. Dr. & Mrs. Edward E. Krukonis Mr. & Mrs. Henry G. Lapham John Lechner IV & Mary Higgins Dr. & Mrs. John S. Ledbetter W. Brewster Lee & Victoria West Miss Susan G. Loring Donald J. Lynch Mr. & Mrs. Michael Maginn Robert J. Mahoney Mr. John J. Maihos Mr. & Mrs. A. Walker Martin Mrs. Constance Mason Mr. & Mrs. Andrew T. Mauck Thomas J. McBryan III Mr. & Mrs. William C. McConnell III Mr. & Mrs. J. Nelson McLean Mr. & Mrs. Pete Michaels Mr. & Mrs. Richard Mooney
Mr. & Mrs. Joseph Mueller Mr. & Mrs. Kenneth J. Novack Mr. & Mrs. Ford O`Neil Mr. & Mrs. Richard Olney III Mr. & Mrs. Joseph Palmer Ms. Susan Payson Mr. & Mrs. John Petrou Barrett & Lydia Petty Mr. & Mrs. Samuel S Philbrick Mrs. Sydney W. Phillips Mr. Anthony Picano Mr. & Mrs. Robert P. Pitts Mr. & Mrs. George Putnam Mr. & Mrs. George Putnam III Mr. Charles Raymond Mrs. Diana Richardson Peter W. & Lucy Robbins Denis A. Robitaille Mr. & Mrs. Darren Ross Mr. & Mrs. Edward S. Rowland Mr. & Mrs. George S. Scharfe Mr. & Mrs. David W. Scudder Mrs. Barbara Sears Mr. & Mrs. John R. Serafini, Jr. Mr. & Mrs. Keith C. Shaughnessy Mr. & Mrs. Thomas A. Shields Mr. & Mrs. Ronald L. Skates Mr. & Mrs. James Smeallie Mary L. Smith Mr. & Mrs. Richard W. Southgate Mr. & Mrs. Donald Sudbay, Jr. Mr. & Mrs. John Sutyak Mr. & Mrs. Carl V. Swanson Mr. & Mrs. James E. Thomas Richard Thorndike III Mr. & Mrs. William Van Faasen Maureen & Bill Weihs Paul Whalen Michael Wheeler Ms. Hope W. Wigglesworth Mr. & Mrs. Duncan Wilkinson (1 Anonymous Gift)
15
THANK YOU TO OUR DONORS COMMUNITY FRIENDS $100 TO $999 Karen & Kevin Carney Anne Babson Carter Mr. Philip Chalmers Mr. & Mrs. Nathaniel Clapp Rev. Brad Clark Mrs. Leigh Clark Martha E. Clark Dr. & Mrs. Walter B. Clayton Dr. & Mrs. Francis X. Cleary Mr. & Mrs. Samuel Cleaves Bruce & Michelle Coates Mr. & Mrs. Ferdinand Colloredo-Mansfeld Mrs. James D. Colt Mr. Roger Corbin Rosemary Costello Mr. & Mrs. Arnold Cowan Mr. Peter Creighton Mr. Chris Cullen Mr. & Mrs. Robert W. Cunningham Mr. Timothy A. Cunningham Mr. & Mrs. Daniel Daley Mr. & Mrs. James Davies Andrew O. Davis Harriet Davis Mr. & Mrs. Nicholas de Sherbinin Mr. & Mrs. David Dearborn Mr. & Mrs. Hughes Delaforcade Mr. & Mrs. Frank S. Deland III Mimi Delcuze Mr. & Mrs. Alfred Descenza Ms. Melissa A. Dimond A. Winslow Dodge Mr. & Mrs. Christopher T. Doktor Rev. & Mrs. Michael Duda Brian & Patricia Duncan Mr. Charles M. Duval Mr. & Mrs. Michael Dyer Dr. & Mrs. Paul Earl Mr. & Mrs. Wesley H. Eaton Edwin E. Eckl Mr. & Mrs. Thomas Eddy Steven & Robin Ellis Christopher & Faith Emerson Mr. & Mrs. Robert W. Emmons, Jr. Mrs. William R. Eppel Ms. Adele Q. Ervin Mr. & Mrs. Hans H. Estin Ms. Diane Faissler Mr. & Mrs. Scott I. Falk Mr. Richard Fates Mr. & Mrs. Jamie Fay Mr. & Mrs. C. Conway Felton III Mrs. Cornelius Felton
SU
Dr. Robert Ackerman Hon. & Mrs. Samuel Adams Mr. Larry Albert Mr. & Mrs. Amory Aldrich, Jr. Mr. & Mrs. Herbert K. Allard Mr. Ronald L. Alpert Mr. & Mrs. Sanford Anstey Violet M. Apple Mr. & Mrs. Ernest Ashley Mr. & Mrs. T. Neale Attenborough Timothy & Lauren Averill Mrs. Neil R. Ayer Mr. Randy Ayer Mr. & Mrs. Thomas Babson Mr. Michael Baird Mr. Robert Baker Mr. & Mrs. Duncan Ballantyne Mr. & Mrs. Jeffrey Barlow Dr. & Mrs. Bryant Barnard Mr. & Mrs. Dennis Barous Dr. & Mrs. Stephen A. Barrand Mr. & Mrs. Kevin Barry Mr. & Mrs. J. Martin Benchoff, Jr. Mr. & Mrs. Leo F. Berman Mr. & Mrs. David A. Bernard Deborah Bernier Michael Berry Mrs. Benjamin D. Beyea Mr. & Mrs. James Bildner Mr. & Mrs. Bailey J. Bishop, Jr. Ms. Jennifer Bissett Mr. & Mrs. George Blagden Ms. Louise F. Blodget Mr. Robert Bonazoli Bonneville Design Patty Brennan & Joe Demeo Mr. Mark Brislin Thomas Brown & Mimi Batchelder-Brown Mrs. Kristen Brown Mr. & Mrs. Michael Brown Dr. Richard E. Brown Mr. Shepard Brown Mr. & Mrs. Erich C. Buddenhagen Thomas Burger & Andree` Robert Virginia Burke Ms. Maria Burnham Mr. & Mrs. John E. Burns Mr. & Mrs. Gary Bush Mr. & Mrs. Samuel T. Byrne Mr. & Mrs. John L. Cabot Mr. Donald Canfield Mr. & Mrs. William Canty Dr. & Mrs. Frank S. Carbone
Mr. John Finn Ms. Bonnie Fleming Lucinda Foley Mr. & Mrs. Thomas Ford Mr. & Mrs. Richard J. Forsley Liz Fragola & Nicholas Senzamici Beth Francis Mr. & Mrs. Hollis French Marion M. Frost Michael J. Furnari Mr. & Mrs. Anthony Fusco Mr. & Mrs. David Gaffney Kari Scott Gale Mr. & Mrs. Charles W. Gardiner Mr. & Mrs. John L. Gardner Mrs. Lucille Gatchell Dr. Jonas Gavelis & Ms. Bonnie Sylvester Mrs. Joel Gibbs Ms. Gisele Girard Mr. & Mrs. John Glessner Mr. & Mrs. Alexander S. Glovsky Mrs. Natalie Glovsky Mr. & Mrs. Ernest L. Godshalk III Mr. & Mrs. Douglas R. Gooding Mr. Scott Gorke Mr. Daniel S. Greenbaum Mrs. Raymond C. Grein Ms. Karuna Gupta Mr. & Mrs. L. Carl Gustin Mr. & Mrs. James B. Harris Mr. & Mrs. Whitney Hatch Mr. & Mrs. Richard S. Hauck Mr. & Mrs. Richard Hayes John D. Heinzmann Mr. & Mrs. Thomas Helming Donald F. Herdeg Dr. & Mrs. James S. Hewson Mr. & Mrs. Brian T. Hines Mr. Jonathan B. Hodges Mr. & Mrs. Donald L. Hodgman Ken & Ruth Hohensee Mr. & Mrs. George E. Howe Eleanor M. Hoy Ms. Mary G. Hull Mr. & Mrs. Thomas Huppuch Mr. & Mrs. John Huss Beverly & William Jaques Robert & Patricia Johnson Mr. & Mrs. Stephen J. Jones, Jr. Mr. & Mrs. Richard Jones Mr. & Mrs. Mark Kagan Dr. Albert A. Kalustian Mr. & Mrs. Frederick Kauders
Georgina & Neal Keefe-Feldman Robert W. Kelley Kenneth Kessaris Robert T. Kidder Mrs. Elizabeth King Thomas & Mary Ann A. Klein Mr. & Mrs. Bernard Koechlin John & Phyllis Krenn Mr. & Mrs. Roger Kuebel Mr. & Mrs. Miles A. Kulukundis Ms. Julie LaFontaine Dr. Peter J. Lappin Mr. David Lawson Mary Lee Leggett Mr. & Mrs. Russ Liddle Mr. & Mrs. Paul D. Littlefield Mr. George C. Lodge Mr. & Mrs. Henry S. Lodge Ms. Rosemary Loring Mrs. William Loring, Sr. Mrs. Joseph Lovejoy Mr. & Mrs. Gregory P. Lucas Mrs. John A. Lynch Mr. & Mrs. G. Fred Lyon Mr. & Mrs. Peter W. MacEwen Faith Magoun Mrs. Maureen Maier Mr. & Mrs. Jacek Makowski Mr. & Mrs. William T. Maloney Wendell & Gloria T. Mason Barry & Carol Mawn Tracy Mayor & Tom Schmidt Gini Mazman Diana McCloy Mr. & Mrs. Gardner V. McCormick Dr. & Mrs. W. Scott McDougal Priscilla McKinnon Mr. & Mrs. Robert McLane Moira McLaughlin Edward McMillan Mr. & Mrs. John McWane Alice T. Miller Leslie Moore Mr. & Mrs. Carl Moores Martha Morgan & Dan Ottenheimer Mr. & Mrs. Hewitt Morgan Mr. & Mrs. Charles A. Morss, Jr. Ms. Christine Morton Mr. & Mrs. Peter H. Morton Mr. & Mrs. Frederick Moseley III Mr. & Mrs. Jeffrey S. Murphy Caron Nardi Mr. Joseph R. Nardone Mr. Robert W. Nason Mr. & Mrs. Brian Nelson Mr. & Mrs. William Nelson Ann Noble-Kiley Mr. Richard Norton Mr. Richard O`Dwyer Mr. & Mrs. Gilbert O`Neil Mr. & Mrs. Arthur J. Oberheim
Mr. & Mrs. John Olson Richard B. Osgood Mrs. Richard Ostberg Mr. & Mrs. Alexis Pappas Mr. & Mrs. David Parry Mr. & Mrs. Stephen Parson Mr. Anthony Pearson Ms. Jennifer Pearson Mr. & Mrs. Paul F. Perkins, Jr. Katherine Pessin Mr. & Mrs. Peter Philip Mr. & Mrs. Henry P. Phippen Ms. Joanna L. Phippen Mr. & Mrs. Richard D. Phippen Mr. & Mrs. John Pingree Mr. & Mrs. Richard B. Pino Mr. Morley L. Piper Kathy & Sunil Prasad Donald Preston Ellen Preston Dr. Ronald C. Pruett Lawrence J. Pszenny Mr. & Mrs. James Q. Purdy Susan & David Read Mrs. Edmund Reinhalter Margaret Reny Mr. & Mrs. Mark Renzi Cathy Riccio Mr. & Mrs. David L. Richardson III Mr. & Mrs. Bryan Riehl Mr. & Mrs. Paul Robichau Timothy & Lisa Robinson Bill & Scottie Robinson Mr. & Mrs. William Rogers Ms. Patricia Ann Rooney Mr. & Mrs. Melvin Rosenblatt Mr. & Mrs. James Ruane Atty. & Mrs. Brandon Ruggieri Frederick P. Ruzanski Mr. Anthony B. Sandoe Mr. & Mrs. Bill & Louise Scanlon, Jr. Mr. & Mrs. Darvin Schanley Betty Seagrave Barry Jay Seltser Atty John R. Serafini, Sr. Mr. Chris Shimkin Mr. & Mrs. Edward Shotwell IV Mrs. Teresa Silverman Wes Slate & Georgia Bills Mr. Robert Smallman Derek A. Smith Mrs. Walter Smith Dr. & Mrs. Carl A. Soderland Mr. Armand Soucy Mrs. Chris Soulios Mr. & Mrs. Norman Spector Mr. & Mrs. Vincent St. Onge Mr. & Mrs. David Standley Mr. & Mrs. Joseph Stanislaw Mr. & Mrs. Ian Strachan Mrs. Henry S. Streeter
Mr. & Mrs. Donald E. Sudbay, Sr. Mr. & Mrs. Richard J. Sullivan Mr. Barry Sullivan Ms. Nancy Sullivan Mr. & Mrs. Thomas Tanous Eleanor Thompson Mr. & Mrs. Frederick Thorne Mrs. George Tozer William A. Vachon Sarah & Tom Valeo Samuel Vaughan Mrs. Stephen Vernon Ms. Teri Vienot Mr. & Mrs. Ralph Vogel Bruce & Deborah Gardner Walker Mr. & Mrs. Thomas S. Walker Ms. Gin Wallace Mr. & Mrs. Stephen H. Warhover Robert K. Weatherall Daniel & Lisa Webb Mrs. Arthur D. Weekes III Paul Weinberg Mr. & Mrs. Barry Winer Mr. & Mrs. Christopher Weld Mr. & Mrs. Mark Weld Dr. Merle E. Welsh Mr. & Mrs. Peter M. Whitman, Jr. Mr. Benjamin J. Williams Mr. & Mrs. Peter Willis Mr. & Mrs. Richard Wilson Mr. & Mrs. John F. Winchester Mr. & Mrs. Stephen H. Warhover Mr. & Mrs. Stephen H. Warhover Robert K. Weatherall Daniel & Lisa Webb Mrs. Arthur D. Weekes III Paul Weinberg Mr. & Mrs. Barry Winer Mr. & Mrs. Christopher Weld Mr. & Mrs. Mark Weld Dr. Merle E. Welsh Mr. & Mrs. Peter M. Whitman, Jr. Mr. Benjamin J. Williams Mr. & Mrs. Peter Willis Mr. & Mrs. Richard Wilson Mr. & Mrs. John F. Winchester Mr. & Mrs. Frederic Winthrop Mrs. Daniel Wise Joan Witte Mr. & Mrs. Oliver Wolcott, Jr. Mrs. Fraley D. Wright Mr. Lee Yaffa Scott & Julie Young Mr. Michael S. Zarbo (16 Anonymous Gifts)
17
CORPORATE AND EMPLOYEE DONORS The North Shore United Way thanks all of its donors at every level. We appreciate and recognize the corporate and employee donors listed below for taking leadership roles in the community by making significant investments in NSUW for a better tomorrow. CHAIRMAN’S CIRCLE- $10,000 OR MORE
SILVER PILLAR- $1,000 OR MORE
Axcelis Technologies, Inc. CFC (Federal Employees) Danversbank Charitable Foundation EBSCO Publishing Fisher & Fuel Society of Beverly G.E. Good Neighbor Fund Gorton’s Inc. National Grid Northeast Health System (Beverly Hospital) Oak Foundation People’s United Bank Sudbay Motors
Appleby & Wyman Insurance Agency Beverly Rotary Club City of Beverly Employees Health Quarters North Shore United Way Pathways for Children Rotary Club of Gloucester Sterling Insurance Agency, Inc. Suez LNG NA LLC The Open Door VNA Care Network & Hospice YMCA of the North Shore
PLATINUM PILLAR- $5,000 OR MORE
BRONZE PILLAR- $500 OR MORE
Beverly Cooperative Bank Comecc (State Employees) Communication & Power Industries Eastern Bank Charitable Foundation Middlebrook/Holyoke Insurance Nancy Millet Fund Northeast Arc Rockport National Bank TD Banknorth & TD Charitable Foundation
Beverly Bootstraps Community Services Cape Ann Marketplace Realty Catholic Charities North Creative Catering HAWC Johnson, O’Connor, Feron & Carucci LLP Leslie S. Ray Insurance Agency, Inc. United Health Group
GOLD PILLAR- $2,500 OR MORE Blue Vase Marketing LLC Cape Ann Savings Bank Comcast CSL International Cummings Foundation Forest Foundation Northeast Behavioral Health Varian Semiconductor Equipment WBOQ North Shore 104.9 FM Weir Valves and Controls
18
A special “Thank You” to our donors who work outside our service area and designate their gifts back to their local North Shore United Way.
FRIENDS- $100 OR MORE American Red Cross of Northeast Mass. Beverly Children’s Learning Center Building Center/Gloucester C.B. Fisk, Inc Children’s Friend & Family Services Corliss Brothers, Inc. Dick & June’s, Inc. Eagle Tribune F.W. Bryce, Inc. Gloucester City Hall Marcus Financial Advisors Mulry Realty Trust North Shore Health Project Rose Ellen Mackey Strongest Link AIDS Services The Liquor Locker Wellspring House
FINANCIAL STATEMENT FINANCIAL STATEMENT FOR THE 2011-2012 CAMPAIGN 2011-2012 CAMPAIGN CONTRIBUTIONS
$1,254,612
LESS: COLLECTION LOSS ENDOWMENT INCOME
46,704
FUND RAISING EXPENSES
NET REVENUE
MEMBER AGENCY ALLOCATIONS
26,576
WOMEN IN ACTION GRANTS
30,476
COMMUNITY SERVICE EXPENSES
106,449
UWW DUES
16,402 164,613
1,059,697
867,051
DISCRETIONARY GRANTS
MANAGEMENT AND ADMINISTRATION EXPENSES
$1,207,908
51,883 9,903
1,092,338
NET INCOME (LOSS)
(32,641)
ENDOWMENT FUND BALANCES (AS OF JUNE 30, 2012)
NSUW ENDOWMENT FUND
$743,003
$856,458
SMITH FAMILY FOUNDATION
113,455
COPIES OF THE 2012 AUDIT, PREPARED BY BERNARD, JOHNSON & CO., ARE AVAILABLE FOR REVIEW AT THE NORTH SHORE UNITED WAY OFFICE AND AVAILABLE ONLINE AT WWW.NSUW.ORG.
19
SU
N O RT H S H O R E UNITED WAY 2 4 8 C A B O T S T. B E VERLY, MA 01915 P. 9 7 8 . 9 2 2 . 3 9 6 6 OR 978.281.1485 F. 9 7 8 . 9 22.0611 n s u w @ n suw.org w w w. n s uw.org