Annual Report - Community Foundation of Western Massachusetts

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C O N T R I B U T O R S A N D G I F T S Mr. and Mrs. Michael G. Kafantaris Ms. Kathleen M. Kane Mr. and Mrs. Patrick J. Kane, Jr. Ricki Kantrowitz and Alex Cohen Ms. Venetia A. Karamallis Ms. Anita Karcz and Ms. Joan Savitsky Elaine, Mick, Cindy, and Meri Kassanos Ms. Dorothy Katsoulis-Phillips Mr. Alan M. Katz and Ms. Pauline M. Bassett Mr. and Mrs. Bradley J. Katz Mr. and Mrs. Robert Kay Mr. and Mrs. Rockwell Keeney, III Mr. and Mrs. Gilbert S. Keteltas Sharon, Seong, and Jordan Kim Erik P. Kimball and Mary C. Walsh Mr. Robert W. King, CLU, ChFC, MSFS Kinsley Power Systems George and Madeline Knava Philip Korman and Nora Israeloff Kate Kruckemeyer and Cathy Spath Mr. Neil R. Kudler and Ms. Nancy Flam Mr. and Mrs. Stephen L. Kuhn Mr. and Mrs. Saul Kuhr Ms. Dorothy La Fleur Mr. and Mrs. James O. Lacey Mr. Matthew Lally Mr. and Mrs. Laurence D. Landry Mr. and Mrs. Jesse M. Lanier, Sr. Mr. and Mrs. Joseph J. Lawler M. Mark Layne Family Learning Styles, LLC Ms. Caroline F. Lederman Ms. Carole J. Lee Ms. Judith A. Lelas Charles and Sheila Lennon Mr. Julius Lester and Ms. Milan Sabatini Kristin Leutz Dr. Joanne Levin Mr. Sam Levitt and Ms. Ellen Goldsmith Mr. Derek Lewis and Ms. Rhonda S. Stowell Ms. Patricia Lee Lewis and Mr. Don Charles Wukasch Bruce and Marsha Lieberman Susan Silk, Jay, Sam, and Tom Lincoln Mr. and Mrs. Alan Lipp Dr. Larry A. Litscher Mr. and Mrs. Robert F. Little Mr. Frank C. Lord and Ms. Suzanne M. Hopgood Ms. Karen A. Louis Mr. James D. Lowenthal and Ms. Mary Beth Brooker Mr. and Mrs. Arthur M. Lucey Moira and Steve Mitus grew up in western Massachusetts, graduated from local colleges, and raised their two daughters here. They both feel a strong sense of responsibility to give back to the community, so they established a scholarship fund in memory of Steve’s sister, Christine. They also included the Foundation in their wills in order to create another scholarship fund, “By including the Foundation in our estate plan, we can give back to our community in a permanent way. We are confident that over the long term, the Foundation’s method for determining community needs and how funds are distributed will stand the test of time.” Ludlow Country Club, Inc. Women’s Association Edward and Sandra Lundrigan Mr. and Mrs. Alfred Magee Mr. and Mrs. William E. Mahoney, Jr. Ms. Marta Mangan Lev Anne Frangus Manitsas Mr. Michael J. Maratea Mr. G. Todd Marchant Marion & Werenski Insurance Agency, Inc. Marion & Werenski Real Estate Agency, Inc. Ms. Vanessa Marrero Martin Appraisal Company Martin Luther King, Jr. Community Center, Inc. Mr. and Mrs. Richard G. Martin Ms. Donna Martocci Ms. Judith A. Matt Dr. Richard J. Matuszcak Maybury Associates, Inc. Linda McDermott Mr. Michael P. McDermott Dr. and Mrs. Paul J. McKenna Ms. Cinda S. McKinney Mr. John M. McNally Mr. and Mrs. James W. Menard Ms. Ann Catherine Menninger Mr. and Mrs. John Metzidakis Mr. and Mrs. John S. Middleton MillBrook Benefits and Insurance Services, LLC Mr. Daniel Miller Monson Savings Bank Mr. Leonard J. Montanari, CLU Ms. Sarah S. Montgomery Bill and Joan Morey Moriarty & Primack, P.C. Mrs. Linda Moriarty and Family Paul Schnaittacher 12 Community Foundation of Western Massachusetts
C O N T R I B U T O R S A N D G I F T S Mr. and Mrs. Joseph Morse Christine, Ronald, and Alexander Moustakis-Embry Ms. Heidi Knowlton and Mr. Tathagata Raja Mukherje Mr. Michael A. Muratore Ms. Kathleen Murren Mr. and Mrs. Michael J. Mushok, Jr. N.L. Construction, Inc. Merry Nasser Mr. Ronald J. Nathan, CLU, ChFC National Grid Mr. and Mrs. Niel Nielsen Professor Sonia M. Nieto Mr. Thomas A. O’Hara Louis F. Oldershaw, Esq. Operating Engineers Local 98 Ms. Martha Page Mr. and Mrs. Jeffrey Paradis Ms. Jane Parakilas Mr. Robert Parfet and Ms. Patricia Mullady Mr. Charles V. Parham, Jr. Pediatric Dental Associates of Greater Springfield Mrs. Mary Louise Perkins Mr. Christopher H. Perry and Ms. Viveca S. Greene Mr. and Mrs. Dale E. Peterson David and Jackie Pleet Christina Plott Porter Road Pet Care, Inc. Bob and Pat Pouliot Mr. William D. Powers Mrs. Dorothy J. Pryor Mr. William J. Pugliese Lisa and Michael Purdue Mr. Thomas B. Quarles Mr. and Mrs. Victor E. Quillard Mr. and Mrs. Irving Quimby Stanley Rabinowitz Robert S. Raymond, Esq. Ms. Karin S. Reath Ms. Glenda Reed Mr. Kurt Reed Reen’s International Motorsports Ms. Lola J. Reid Dr. Joseph Relkin Mr. and Mrs. James C. Reynolds Dr. and Mrs. Larry D. Robbins Robert Charles Photography George and Donna Robideau Dora and Frank Robinson Molly and Don Robinson Rocky’s Ace Hardware Ms. Katherine S. Rodolakis Michael Rollings Mr. and Mrs. Rockwell E. Rookey and Family Mr. and Mrs. Bruce T. Rose Mr. and Mrs. Peter Rose Dr. Henry W. Rosenberg and Dr. Katherine M. Hicks Mr. Emanuel D. Rovithis Judy A. Rust Mr. Gregory G. Salzman and Mrs. Loretta Yarlow-Salzman Mr. and Mrs. Theodore Sandquist Mr. and Mrs. Frank Sansom, CPA Drs. Scannell and Hollinger, Inc. Dr. and Mrs. Lawrence S. Schiffman Mr. and Mrs. David M. Schimmel Mr. and Mrs. Martin F. Schoenemann Mary Ellen and Roy Scott Dr. Robert and Ms. Norma Sears Mr. Russell L. Seelig Mr. and Mrs. Joseph J. Semensi, Jr. Mr. and Mrs. Thomas W. Senecal Ms. Martha A. Shea Ms. Kathleen M. Sheehan and Ms. Judith S. Graves Lucy and Dwight Shepard Dr. and Mrs. Arthur Sher Sheraton Springfield Hotel Mr. and Mrs. Barry Shmookler Andrew and Lois Siegel Mr. and Mrs. Marc Silver Joe Silverman and Karen Beyel Mr. Henry E. Simkin and Ms. Maxine Stein Mr. Andrew Sirulnik and Ms. Tamara Kupfer Mr. John R. Skar Ray Scott Smith, DMD, P.C. George and Lena Snook Michael and Jennell Sorrell Leo Club of South Hadley High School Sovereign Bank Andrea James and Eric Spangenthal Mr. James P. Spinelli, CLU Springfield Girl’s Club Family Center, Inc. Springfield Adult Educational Council Square One Stamel Stringed Instruments, Inc. Patti and Mike Stamm Mr. and Mrs. John E. Standen Mr. and Mrs. Herbert Stark Mrs. Beatrix Stavros Mr. Alan J. Stearley Mr. and Mrs. Scott M. Stearns, Jr. Gregory and Brooke Stebbins Mr. and Mrs. Lionel J. Stebbins, Jr. Mr. Harold Stratos Mr. Edward P. Sunter, Jr. Mr. and Mrs. Gregory Szyluk Joan Tabachnick and Jane Fleishman Ms. Beth A. Tabor Lev Ms. Millie Thayer René and Susan Thébèrge Mr. and Mrs. John H. Themistos Mr. and Mrs. Thomas H. Themistos Ms. Linda Silva Thompson Mr. Todd K. Thompson and Ms. Elisha E. Mason Tikkun Olam Fund at Congregation B’nai Israel Maria Idali Torres The Townsend Family Mrs. Frances A. Townsend Ms. Nancy Townsend Mr. and Mrs. Richard M. Townsend Mr. and Mrs. Brian P. Trelease Raymond Trombley Associates Mr. and Mrs. Brian Tuohey Ann and Jay Turnberg Ms. Mary E. Tuttle Ms. Ani Tuzman Unitarian Universalist Society of Westborough Mr. and Mrs. Nick Urbinati Mr. Thomas Uzar and Dr. Ann W. Roy Bob and Cathy Vachula Mr. and Mrs. Mark P. Vaclavicek Mr. H. Alex Vance, Jr. Ms. Patricia A. Vinchesi Vinson Associates Ms. Elsa C. Vitols Mr. and Mrs. Paul B. Voss Mr. Christopher M. Watroba The Wealth Technology Group Mr. and Mrs. Mortimer Weiss Attorney and Mrs. Ronald P. Weiss Carol Halpern Wernick Ms. Dona L. Wheeler Laurie J. Whitaker and Family, Whitaker Research Services Marcus and Joan White Mr. Michael P. Williams Ms. Ronnie Williams and Ms. Suzanne Arnopolin Mr. Louis E. Wilson Ms. Ariana Labozzetta Wohl Ms. Alison E. Wondriska Ms. Anne L. Woodhull Woodstock Mills Employees Angela and Joe Wright Meg and Jonathan Wright Ms. Rachel Wysoker Mr. and Mrs. John C. Young Mr. and Mrs. John P. Yount YWCA of Western Massachusetts Mr. Gene Zeiger Dee and George Ziegert Dr. Ellen Z. Kaufman Anonymous (14) Community Foundation of Western Massachusetts 13
Page 1 and 2: Community Foundation of Western Mas
Page 3 and 4: Paul Schnaittacher F o r t h e F i
Page 5 and 6: Generous Lives, Lasting Gifts Chip
Page 7 and 8: Permanence Bob and Cynthia Stowe we
Page 9 and 10: The Community Foundation is especia
Page 11 and 12: C O N T R I B U T O R S A N D G I F
Page 13: C O N T R I B U T O R S A N D G I F
Page 17 and 18: C O N T R I B U T O R S A N D G I F
Page 19 and 20: Commemorative Gifts Commemorative g
Page 21 and 22: F I N A N C I A L H I G H L I G H T
Page 23 and 24: 2 0 0 8 I n v e s t m e n t C o m m
Page 25 and 26: U N R E S T R I C T E D F U N D S T
Page 27 and 28: F U N D S O F T H E C O M M U N I T
Page 29 and 30: E D U C A T I O N F U N D S United
Page 31 and 32: E D U C A T I O N A N D D O N O R D
Page 33 and 34: D O N O R D E S I G N A T E D A N D
Page 35 and 36: D O N O R A D V I S E D F U N D S H
Page 37 and 38: D O N O R A D V I S E D A N D A G E
Page 39 and 40: A G E N C Y A D V I S E D A N D A G
Page 41 and 42: P L A N N E D G I V I N G A N D M I
Page 43 and 44: 5 & Under 25% FY 2008 Grant Award S
Page 45 and 46: C O M P E T I T I V E G R A N T S E
Page 47 and 48: C O M P E T I T I V E G R A N T S S
Page 49 and 50: D O N O R A D V I S E D A N D D O N
Page 55 and 56: F R I E N D S A N D V O L U N T E E
Page 57 and 58: G I V I N G B A C K Starting a Fund
Page 59 and 60: S T A R T I N G A F U N D A Glance
Page 61 and 62: S T A R T I N G A F U N D Fees and
Page 63 and 64: Q u i c k Fac t s Founded 1991 Comp

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