ECCF_AR-2016

ESSEX COUNTY
COMMUNITY FOUNDATION

GROW
Our

2016 ANNUAL REPORT

WING
r Impact in Essex County

2016 ANNUAL REPORT

GROWING

Our Impact in Essex C

Our mission is to stre
ECCF MISSION: We do this by promot

making grants and en

County

engthen the communities of Essex County.
ting philanthropy and managing charitable assets,
ngaging in strategic community leadership.

A Message from ECCF

This time each year, we pause to reflect on what we’ve
accomplished together in the last 12 months. What we hope for –
what every Community Foundation hopes for – is solid progress
towards fulfilling our mission. This requires growth, not just in
assets (though this year we’ve nearly doubled ours), but growth
in philanthropic services to support our donors, in the number of
charitable funds we manage, in the grants we award to nonprofits
and growth in the impact we are having in our communities.

Our work will never be done – community foundations are
organized to operate in perpetuity – but we are proud to say that
in 2016, Essex County Community Foundation made material
progress on these goals and more. Not only did we launch Impact
Essex County – our new community leadership initiative focused
on tackling Essex County’s greatest challenges – but we also
implemented the DonorCentral portal, raised awareness for the
Foundation with record engagement at our Celebration breakfast in
May, and mounted another successful annual Institute for Trustees,
all critical steps in sustaining our trajectory of growth and improving
the lives of those who need us most.

Throughout the pages of this annual report, you’ll find the evidence
of the progress we made this year. We also hope you’ll be inspired
to help us keep it going. Essex County Community Foundation is
forever grateful for your support and we look forward to working
with you to increase philanthropy’s impact in Essex County.

Sincerely,

DAVE EDWARDS JON PAYSON
President and CEO Chairman of the Board

DAVE EDWARDS JON PAYSON
President and CEO Chairman of the Board

2016 ECCF BOARD OF TRUSTEES

Steven Cohen Joe Knowles
John Colucci Ben Langille
Matthew Doring Moira McNamara James
Theresa Ellis Patricia Meservey
Robert Fanning Jonathan Payson (chair)
Tracy Filosa James Rullo
Bob Goldman Kevin Tierney
Susan Gray Rich Yagjian

GROWING who we a

ECCF’S VISION: 34 THRIVING CITIES AND TOW

“ Successful schools
“ Safe, clean, green and
“ Economic and job opp
“ Arts, culture and ente
“ Healthy people

Since its founding in 1998, ECCF

Now manages 180 5000Hasawardedover GRANTS TO

CHARITABLE WORTHY
FUNDS NONPROFITS

2

are and what we do

WNS THAT HAVE:

d vibrant neighborhoods
portunities
ertainment

F:

Has grown to $55M Granted more than $38M
to support
IN MANAGED everything from
CHARITABLE basic human rights
to animal welfare
ASSETS

New funds added Our fun
in 2016
PELICAN INT
Tia D. Andrew Family Fund
Alice M. Hornsey Fund Working with EC
Bishop Family Fund
D & P Gleason Fund It takes a village, p
Ellis Steinmetz Family Fund year, a new ECCF
E velyn Lily Lutz Foundation Fund also save lives.
Fink Family Fund The Pelican Inter
George H. Carleton Fund Newburyport resid
Harborlight-Stoneridge Biolabs Scholarship Elizabeth McCart
Harborlight-Stoneridge Endowment Fund to help men and w
Impact Essex County Fund most notably hero
King Webster Memorial Trust Fund everywhere, Essex
Krueger Family Fund hit by the opioid c
Langille Family Fund Essex County dat
Lois W. Smith Endowment Fund programs for hero
Pelican Intervention Fund surged 60 percent
Rick Starkweather Scholarship Fund “Every communit
Root Fund Keene. “The fund
Ruth E. Brown Scholarship Fund to create a lasting
Tosi Family Fund not there.”

Above: Elizabeth McC
Photo by Bryan Eaton

ndholders are having an impact

TERVENTION FUND

CCF to heal addiction at its roots

people say, to raise a child. This The Fund supports the journey from addiction to
F fund is proving the village can recovery through extended residency in structured
12 Step-based sober living homes. “These programs
vention Fund, founded in 2015 by heal individuals at the roots and provide hope for
dents Kim and Steven Keene and sustained sobriety,” said McCarthy.
thy, is a grassroots effort created
women struggling with addiction – Through the generosity of community members
oin addiction. An epidemic nearly and community-based fundraising events, the Fund
x County has been particularly hard has raised over $45,000 since its inception and
crisis. According to ECCF’s Impact has supported those in need successfully through
ta, admissions to drug treatment treatment.
oin addiction in Essex County have
t since 2005. “We have seen both the depths of despair addiction
causes individuals and family, and the recovery
ty is struggling with this,” said Kim possible over time with care and support,” said
ding for the critical programs needed McCarthy.

solution to this epidemic is just The group credits Essex County Community
Foundation’s guidance and donor services with
Carthy and Steven and Kim Keene. the Fund’s early success. Steven Keene called
n/Newburyport Daily News ECCF a “safe harbor” for the Pelican Intervention
Fund, which experienced an uncertain start.

“We really appreciate working with ECCF because
we had no idea what to do,” he said. “Once we got to
ECCF, all that worry went away.”

“If we have a question, someone gets back to us right
away,” added Steve. “The Community Foundation
has given us the freedom to really work towards
fulfilling our mission.”

3

GROWING our capac

350 ATTENDEES AT 2016 IFT

Institute for Trustees

EDUCATES, INSPIRES NONPROFIT LEADERS

Each year, ECCF helps to GROW the Keynote speaker Hildy Gottlieb, co-
capacity of local nonprofits through its founder of Creating the Future, set the
Institute for Trustees, the region’s premier tone for the all-day conference with an
educational and networking conference inspiring message on creating positive
for nonprofit board members, directors organizational change, and Hez Norton,
and executive directors. On March director of partnerships and leadership
19, more than 350 nonprofit leaders initiatives for Third Sector New England,
from 165 organizations gathered at the addressed the crowd at lunch to talk
Pingree School in South Hamilton for the about ways to improve nonprofit
7th annual IFT. sustainability.

This year, attendees were given the “We know that nonprofit leaders in the
opportunity to choose from 22 dynamic region have come to rely on the IFT
workshops covering four major tracks: to gain the knowledge they need to
development, governance, planning successfully fulfill their organizations’
and financial management. The focus missions,” said ECCF President
was on a wide variety of topics including and CEO Dave Edwards. “We look
corporate engagement, cultural inclusion, forward to continuing to provide these
strategic planning, risk management and critical educational and networking
many other issues critical to the success opportunities.”
of ECCF’s nonprofit partners.
In 2016, we grew our support for the
IFT, which this year was provided by
the Amelia Peabody Foundation; ECCF
Trustees; Isaacson, Miller; Pingree
School; the Peter and Elizabeth C. Tower
Foundation and U.S. Trust Philanthropic
Solutions.

Above: IFT attendees participate in a workshop
at the 2016 Institute for Trustees. Photo by Seth
Albaum.

4

city in supporting nonprofits

Celebration of Giving

HONORS PHILANTHROPISTS, GROWS SUPPORT FOR
IMPACT ESSEX COUNTY

ECCF also honored nine local nonprofit
organizations with grants from its Fund
for Nonprofit Excellence, now known as
the Fund for Excellence in Essex County.

At ECCF’s 3rd annual Celebration Karen Ansara, a former ECCF trustee,
of Giving, we gathered to honor closed the event by sharing her thoughts
philanthropists and nonprofits who on the importance of philanthropy in
are having a positive impact in our our communities. “These are the bright
communities. This year, more than 350 lights that bring out the goodness in
guests gathered at the DoubleTree by all of us, and that have the power to
Hilton in Danvers on May 5 to celebrate shape our communities and society in
philanthropy and the vital work of ECCF positive ways,” she said about all of the
and our impact in Essex County. honorees.

The late Joe Trustey, a former ECCF Top: ECCF Board Chair Jon Payson addresses
board chair, and his wife, Kris, were Celebration guests.
the recipients of the George Peabody
Award for outstanding philanthropists in Bottom (L–R): Katy Langhorst and her father, Dick
Essex County. The Professional Advisor Sumberg, and Kris Trustey and daughter, Claire.
Award for exceptional work in educating Photos by Mike Ritter.
philanthropists on how to maximize
charitable impact was presented to then-
ECCF board member, Dick Sumberg of
The Financial Advisors, LLC.

FUND FOR NONPROFIT Our fun
EXCELLENCE 2016
GRANTEES BILL AND MA

Through its discretionary funds, ECCF Partnering with E
awarded nine grants in support of
capacity-building projects involving Bill and Mary Wass
evaluation of programs, boards and passionately that st
operations of these nonprofits: culture are critical t
and sustaining a vib
“ ACT Lawrence and economic opp
“ C hildren’s Center of Faith United County, today and
To underscore that
Methodist Church in and support the
“ CLASS, Inc. Montserrat College
“ Community Action, Inc.
“ Essex County Greenbelt Association Building on this reg
“ Ipswich River Watershed Association arts backbone and
“ L owell’s Maritime Foundation dba nearly 50 years Mo
located in downtow
Lowell’s Boat Shop has offered an exce
“ North Shore InnoVentures education.
“ The Open Door
“It is wonderful to s
610 (71%) inEssexCounty 854 transformation, the
242(28%) OutsideEssex GRANTS maturing that takes
County in the U.S. AWARDED kids travel their fou
2(<1%) International college,” said Bill, n
IN 2016 trustee of the Colle

When he retired as
publisher of a chain
newspapers, Bill ch
pursue his own pas
at Montserrat. Durin
of study at the Colle
learned first-hand t

ndholders are having an impact

ARY WASSERMAN

ECCF to promote art, culture and a Montserrat education for all

serman feel of Montserrat to the eliminates the need for multiple
trong arts and community and region, stock transactions, mounds of
to enhancing but most importantly, to tax records and cumbersome
brant lifestyle the students. bookkeeping.
portunity in Essex “Once the proceeds are at ECCF,
for the future. “Montserrat provides I can parcel them out in big or
t, they believe students, many of whom little pieces,” said Bill. “The timing
mission of have limited means, a of the gifts is up to me, or at the
e of Art. nurturing and quality convenience of the benefactor if
path to a creative and I wish to accommodate them, but
gion’s incredible productive life,” said it is not dependent upon fickle
d history, for Bill. “These young people can financial winds.”
ontserrat, become contributing members in
wn Beverly, our economy with careers they are And, he added, there is an added
eptional arts passionate about.” plus for the Foundation.
“ECCF earns some money off of
see the In keeping with these priorities of the account management, and
e graceful insuring education and opportunity that money is reinvested into the
s place as these for all, Montserrat enjoys a diverse community,” said Bill. “My use of
ur years of student population – in their ECCF makes a small contribution
now a devoted personal creative vision and also to a good cause, namely a better
ege. in demographics and economic life in Essex County.”
background. Many students Above, Left: Bill Wasserman, third from
s owner and are from middle-to-low income left, and his wife, Mary, far right, attend a
n of weekly families, and the opportunity to Montserrat art sale opening.
hose to build a career out of their passion Montserrat art in action. Photos by Mel
ssion for art for art isn’t always readily available. Powsner, Montserrat Class of 2017
ng his years Many of these students are able to
lege, he attend Montserrat because of
the benefits the significant amount of financial
assistance that the college offers,
due in part to generous supporters
like Bill and Mary.

The Wassermans have partnered
with ECCF to simplify their
charitable giving to Montserrat
and other causes they care
about. Bill explains that making
one major charitable contribution
each year to the Foundation

5

GROWING our impac

IMPACT ESSEX COUNTY WEBSITE LAUNCHED

Children 37% Impact Essex C
living in poverty
by race/ethnicity HISPANIC As part of ECCF’s mission to engag
CHILDREN kicked off a three-phase project, Imp
IN POVERTY event, hosted by Congressman Seth
significant impact on the most critica
Student 55%
performance on Led by Julie Bishop, vice president fo
Grade 3 reading PROFICIENT a work in progress throughout 2016,
IN 2016 data website, www.impactessexcounty
Phase 1 objectives, with a dynamic, i
Admissions to 60% the stories and statistics that shape th
substance abuse than 100 indicators measured across
INCREASE businesses and community leaders vi
treatment FOR HEROIN challenges and make informed decisi
FROM 2005
Planning for Phase 2 began in 2016
community leaders – the Impact Ess
group of individuals will analyze the
determine the most critical challenge
where ECCF can have a real impact.

Strategy planning also began in 2016
and infrastructure needed to raise $1
selected “collective impact” solutions
social change.

The year 2016 was a year of building
work of Impact Essex County.

www.ImpactEs

6

ct

County Initiative “W e envision this website
to be a hub for collective
ge in community leadership, the Foundation impact, and it is our gift to
pact Essex County, in January 2016. The the community. Everyone -
Moulton, presented ECCF’s plans to make a legislators, business owners,
al issues facing the County. philanthropists, journalists,
residents and nonprofits –are
or philanthropy, Impact Essex County was finding this site useful to plan
, culminating in the exciting launch of the and collaborate for a strong
y.org, in October. The website delivered on all future for Essex County.”
interactive site that gives our communities — D AVE EDWARDS, ECCF’s
he well-being of Essex County. With more
our County, donors, legislators, nonprofits, President and CEO
isit the website to help understand our
ions that can impact us all.

thanks to a high-powered group of
sex County Advisory Council. This special
data website trends and help ECCF
es facing our County and identify solutions
.

6 for Phase 3 as ECCF builds the foundation
10 million in endowed funds to support the
s that ECCF will lead in bringing about

g the foundation that will support the future

ssexCounty.org

Growing our NEXT GENeration of

Growing the next generation of philanthropists is critical to the “The NextGen In
future of philanthropy and to the sustainability of ECCF’s work. conversations and
ECCF’s NextGen Philanthropy Initiative – led by Carol Lavoie similarly committ
Schuster, ECCF’s assistant vice president for philanthropy Michelle Langille
– seeks to engage, educate and connect Essex County’s next committee.
generation of philanthropic leaders so they will have the
knowledge, tools and support necessary to have a long-term On April 14, as p
philanthropic impact. partnered with th
founded by Alex B
In 2016, the Foundation worked to grow our cohort of Buffett, for a fires
Millennials and GenXers who want to be personally connected generations. Near
to the causes they care about. They convened. They shared which gave guests
their philanthropic values. And they participated in thoughtful values through a N
discussions about what it means to create positive change in Manchester, the c
Essex County. Mason, an ECCF
with Goldman Sa

“Having Alex and
education events
down philanthrop
Lavoie Schuster. “
younger people in
giving – both in t

Philanthropists “T he NextGen Initiative
has given us a forum
nitiative has given us a forum for these for these conversations
d allows us to engage with others who are and allows us to
ted to bettering our communities,” said engage with others
e, a member of the NextGen steering who are similarly
committed to bettering
part of its new Donor Education Series, ECCF our communities.”
he Learning by Giving Foundation, a nonprofit — M ICHELLE LANGILLE,
Buffett Rozek and his grandmother, Doris
side chat about cultivating generosity across Member of the NextGen
rly 70 ECCF friends attended the event, steering committee
s the opportunity to examine philanthropic
NextGen lens. Held at Brookwood School in Above: Alex Buffett Rozek, grandnephew of
conversation was moderated by Sydney Atkins philanthropist and investment guru Warren
F NextGen advocate and investment advisor Buffett, and Nextgen advocate Sydney
achs. Atkins Mason. Left: Janis Mulrooney,
Elizabeth (Weze) Shorts Harrigan and
d Doris kick off our latest series of donor Ben and Michelle Langille attend the Alex
really highlighted the importance of passing Buffett Rozek event. Photos by Mike Ritter.
pic principles to the next generation,” said
“They are a great example of how involving
n philanthropy sets the stage for a lifetime of
time and money.”

7

GROWING our donor

2016 WAS DEDICATED TO IMPROVING DONOR SE

Taking direction from our Strategic Plan, 2016 wa
our donor services for our fundholders. ECCF im
designed to increase donor engagement and cre
for donors to manage their funds. The results hav
the responses of “thanks” from our donors.

1 D

DONOR SERVICES SUPPORT Over the
mented D
ECCF created a permanent tool that
position dedicated to improving driver’s s
each fundholder’s experience and software
we welcomed Joan Henkels as their fund
the new Donor Services Officer. giving his
Fundholders now have a seasoned grants to
professional who can assist them fingertips
with questions and guidance about login. Thi
their funds and the grantmaking gained in
process to ensure our donors more tha
achieve their philanthropic goals. DonorCe

8

r services

ERVICES FOR OUR FUNDHOLDERS

as a year dedicated to improving
mplemented three strategies

eate convenient and flexible ways
ve been terrific, as evidenced by

2 3

DONORCENTRAL GREATER HORIZONS

e summer, ECCF imple- ECCF brought the financial and
DonorCentral, an online accounting functions together into
puts fundholders in the one system, managed by Greater
seat of their funds. This Horizons, a subsidiary of the
e allows donors to check Greater Kansas City Community
d balance, review their Foundation. In 2016, the task to
story and recommend convert this function, and all ECCF
o nonprofits, all at their data, was successfully completed.
s with a quick and easy Fundholders now have more
is new donor service has flexibility with the management
n popularity over 2016 with of their funds, offering more
an 90 fundholders using investment options to donors than
entral. in the past. ECCF looks forward
to educating donors and financial
advisors about how to exercise
these options in the coming year.

Our fundholders are having an im

THE GREATER LAWRENCE SUMMER FUND
Growing our impact in reducing summer learning loss

On a midsummer afternoon, a group of children Si, Se Puede was just one of 4
sit at a table in unit 4-1 of the Merrimack Courts supported in 2016 by the Gre
Housing Project in the lower Tower Hill section Summer Fund, a collaborative
of Lawrence. They are writing in small notebooks, for 26 years, has focused on cl
answering a question written on the chalkboard: and achievement gaps for low
“If you only had one week left on Earth, how Greater Lawrence communiti
would you spend it?” While some struggle with the Andover, Methuen and Lawre
question, one young girl, Ashley, writes furiously,
filling page after page. She wants to go snorkeling, In 2016, $307,500 was award
visit the Dominican Republic and catch her musical offering high-quality summer
idol, Beyonce, on her world tour – an ambitious list,
and this is just her first paragraph. • Enhances social, academic a

As executive director of Si, Se Puede – a multi- • Discourages unhealthy beha
service neighborhood program for residents living alternatives
in and near the projects – Lorie Mendoza is tasked
with teaching the children that Yes, It Is Possible, • R educes summer learning lo
and to provide them with hope when sometimes shown to widen the achieve
there is very little. The organization’s summer low-income youth and their
program, Project Away, provides both onsite
and offsite learning and enrichment experiences This year, 6,700 youth part
for youth. supported by the Greater L
Fund, programs that gave k
“It is our duty as a community to come together to sail, participate in sports
to protect the wellbeing of every child within our skills, connect with nature,
reach and funding from ECCF’s Greater Lawrence science and technology an
Summer Fund does just that,” said Mendoza.
“ECCF’s support is essential to our summer “The Greater Lawrence Summ
program, which helps to provide our youth with just a fund. It’s a safe haven fo
opportunities to expand their horizons, personal youth who otherwise would n
growth, safety and creativity. It’s also a unique amazing opportunities,” said C
opportunity for Lawrence youth to experience small ECCF’s associate vice preside
group interaction, attention and supervision.” “Thanks to the Fund’s genero
can play on a more level field.

mpact

42 organizations
eater Lawrence
e fund of ECCF that,
losing the opportunity
w-income youth in the
ies of Andover, North
rence.

ded to nonprofits
r programming that:

and emotional abilities

aviors by providing safe

oss, which has been Top: A group of kids take a hiking trip with the Boys & Girls Club of Lawrence,
ement gap between a recipient of a GLSF FY2016 grant.
r more affluent peers Above left: Ashley writes in her journal while attending Si, Se Puede’s
summer program.
ticipated in programs Above right: Greater Lawrence Community Boating, funded by the GLSF,
Lawrence Summer gives kids a chance to explore the Merrimack River.
kids the opportunity
s, learn valuable life 9
, gain exposure to
nd so much more.

mer Fund is more than
or the thousands of
not have access to these
Carol Lavoie Schuster,
ent for philanthropy.
ous donors, these kids
.”

GROWING our fiscal

MAKING SOUND, STRATEGIC FISCAL DECISIONS

GROWING Our Assets

With 20 new funds established in 2016, ECCF
experienced strong growth in managed assets over
the year. These new funds support very narrow
interests such as independent and charter schools to
wide-ranging interests such as health, education and
opioid crisis intervention. Thanks to these new funds
entrusted to ECCF, along with sound investments of
existing funds, ECCF grew assets under management
by nearly 45 percent.

ECCF ASSETS UNDER MANAGEMENT 2009-2016

$M
60
55
50
45
40
35
30
25
20
15
10

5
0

FY 09 10 11 12 13 14 15 16

10

l responsibility

IN 2016

ECCF FINANCIAL STATEMENT JUNE 30, 2016 AND 2015

2016 2015
ASSETS
Cash and cash equivalents $598,877 $471,229
Investments at fair value $50,086,796 $37,237,384
Unconditional promises to give-net $4,020,000
Annualized split-interest agreements $29,057
Other $642,182 $739,810
$62,930
Total assets $12,935
$55,410,785
$38,490,415

LIABILITIES

Accounts payable and accrued expenses $25,849 $99,167
$750,168
Grants payable $98,900 $182,068
$739,810
Fiscal agency liability $196,549 $11,285,362

Split-interest obligation $642,182 $1,369

Agency endowment funds $11,427,221 $13,057,944

Other $0

Total liabilities $12,390,701

Net assets $36,220,791 $22,529,881
Unrestricted $4,817,512 $923,149
Temporarlly restricted $1,981,781
Permanently restricted $1,979,441

Total net assets $43,020,084 $25,432,471
Total liabilities and net assets $55,410,785 $38,490,415

Audit conducted by Anstiss Associates.
Audit and Form 990 are available online at www.eccf.org/financials.

GROWING our supp

MAKING SOUND, STRATEGIC FISCAL DECISIONS IN

We are deeply grateful to all those who 82491 Fund
generously supported Essex County Dr. John Ab
Community Foundation in fiscal year Mr. and Mrs
2016 with an operating and/or special Ms. Pamela
event contribution of $100 or more in Ms. Priscilla
support of the work of ECCF. Dr. James S
Sunbury
IFT Participants. Photo By Seth Albaum. ALMA Fund
Mrs. Barbar
Kennon And
Mr. and Mrs
Deb Ansour
Mr. and Mrs
The Apex T
Appleton Pa
ASD Fund
Ms. Alex As
Mr. and Mrs
Tierney Ask
Mr. Frederic
Connolly-At
Elena Bach
Mr. Frederic
Bank of Am
Ms. Melissa

ECCF strives to
please contact

ort

N 2016

d Mr. and Mrs. Kevin M. Barry
bramson M.D. Mr. Tony Beadle
s. David A. Adey Ms. Susan M. Beckmann
a Albright Berkshire Taconic Community Foundation
a Alden Ms. Deborah R. Bernier
S. Allan and Dr. Susan E. Mr. and Mrs. Henry Bertolon
Mr. and Mrs. Jeffrey D. Bilezikian
d Ms. Julie Bishop
ra Almy Ms. Ellen Boyd
derson Mr. John F. Brooke
s. James Ansara Ms. Alida L. Bryant
rlian Mrs. Lynn Bryant
s. Thomas B. Anthony CPA Mr. Thomas Burger and Ms. Andree Robert
Technology Group, Inc. Ms. Shelia A. Burke
artners Inc. Mr. and Mrs. John Byrnes
The Caldwell Foundation
shley Ms. Maureen L. Canavan
s. David Askwyth and Maryanne Mr. & Mrs. Christopher Carmosino
kwyth Ms. Margo Casey
ck J. Atkins and Mrs. Pat Cell Signaling Technology, Inc.
tkins Mr. and Mrs. Norman Chamberlin
hrach Mr. and Mrs. Benjamin Chigier
ck Bailly and Ms. Ann Lowery Mr. Steven P. Cohen
merica Mr. Peter Cohen
a Barlow

o keep an accurate record of all donors. Should you notice an error or omission, 11
t ECCF.

GROWING our suppor

Howard P. Colhoun Family Mr. and Mrs. Robert R. Fanning Jr.
Foundation Ms. Martha C. Farmer Ph.D
Mr. and Mrs. John Collins Deanna Fay
Mr. Thomas Cook and Ann Ms. Adrienne Feli
Connors-Cook Mr. and Mrs. Timothy L. Felter
Mr. Nathaniel S. Coolidge Fidelity Charitable Foundation
Mr. and Mrs. Robert M. Corneau Fidelity Charitable Gift Fund
Mr. Stephen F. Curran CFP Fidelity Investments
Mr. George L. Cushing and Ms. Mr. and Mrs. Steven Filosa
Elizabeth P. Hu Ms. Maureen E. Flores
David & Mary R. Dearborn Fund Rosemary and Hollis French
Mr. and Mrs. David Dearborn Ms. Kay Frishman
Ms. Pam Demetroulakos Ms. Angela W. Getchell
Mr. and Mrs. Matthew P. Doring Ms. Helen Glaenzer
Ms. Nancy Doyle Mr. Robert Goldman and Mr. Jose`
Dusky Foundation Paiva Goldman
Eastern Bank Groundwork Lawrence
Ms. Cathy Ebling Hallingby Family Foundation
EBSCO Industries, Inc. Ms. Rebecca Hallowell
Ms. Jennifer J Eddy Hamilton Financial Inc.
Mr. David Edwards and Ms. Karen Mrs. Leslie W. Hammond
Gallas Mr. and Mrs. E. William Hansen
Ms. Robin B. Ellis Mr. Peter J. Hart
Enterprise Bank and Trust The Haslam Family Foundation, Inc.
Company Mr. and Mrs. Whitney Hatch
Essex County Highway Mrs. Jane Heck
Association, Inc.
Mr. and Ms. Alan Evans

12 ECCF strives to keep an accurate record of a

rt

Mr. James Heffrin The Langille Family Fund
Mr. Paul J. Heggarty Ms. Miriam G. Lasher
Ms. Erin Henry Mr. and Mrs. Wayne B. Lawrence
Ms. Patricia Herring Mr. and Mrs. Barry Lemieux
Mr. and Mrs. Brian T. Hines Ms. Patricia Levy
Mr. and Mrs. Donald L. Hodgman Ms. Elizabeth Liszanckie
Ms. Caroline Hovey Mr. and Mrs. Watson Lowery
Mr. and Mrs. L. Scott Hughes Ms. Sarah Lynn
Ms. Cara Hutchins Mr. and Mrs. Richard J. Makin
Mr. and Mrs. Timothy A. Ingraham Mr. and Mr. Martin J. Mannion
Institution for Savings Ms. Judith Martino
Isaacson Miller Mr. and Ms. Peter Mason
Jackson Lumber and Millwork Ms. Maureen Pompeo and Mr.
Mr. and Mrs. Lance F. James Alessandro Massaro
JCH Fund Mr. and Mrs. Thomas T. McAuliffe
Ms. Paula Jerome Mr. Elton B. McCausland
JT ECCF Fund Mr. and Mrs. Gardner McCormick
Mr. and Mrs. Jeffrey J. Kaneb Mr. and Mrs. Ledyard H. McFadden
Ms. Diane Kaneb Mr. and Mrs. Richard G. Meservey
Kneisel Foundation Inc. Mr. and Mrs. David Messinger
Mr. Richard Knight Millennium Health Solutions, LLC
Mr. Robert M. Knowles A.B. Miller
Mr. and Mrs. John Knowles Jr. Mr. Dean E. Miller D.D.S.
. Lahey Health Shared Services Mr. and Ms. Richard J. Minney
Landmark School Ms. Kimberly Moore
Ms. Mary Hauserman Langer Ms. Molly Morin

all donors. Should you notice an error or omission, please contact ECCF.

Mr. Benjamin B. Morrill and Ms. Ms. Nadia Prescott
Peggy M. Lawr Mr. and Mrs. Michael Prior
Ms. Virginia Morrison Ms. Sandra Pierson Prior
Mr. and Mrs. Frederick S. Moseley IV Mr. Nathaniel Pulsifer
Ms. Bridget Murray Esq. Mr. Richard L. Purinton
Ms. Juliet Nagle Mr. and Mrs. George Putnam III
Mr. and Mrs. Gregory Neal Mr. and Mrs. Eugene Record
Mr. and Mrs. Robert Needham Mr. and Mrs. Robert V. Reece
NESC Federal Credit Union Ms. Jane Blake Riley
Newburyport Five Cents Savings R. Robichaud
Bank Robie Properties, LLC
Ms. Sandra Newman Mr. and Mrs. Richard S. Robie III
Nordstrom, Inc. Mr. and Mrs. William C. Rogers
Northern Essex Community College Sherry and William Rogers Family
Foundation Fund
North Shore Bank Ms. Leslie Rosas
North Shore Community Health Rosman Family Fund
Network Mr. and Mrs. James A. Rullo
Ms. Myranda O’Bara St. John’s Preparatory School
Mr. and Mrs. James O’Holleran S.E.A. Fund
Ms. Deborah Pearce Ms. Whitney R. Savignano
Mr. Donald Peck Mr. and Mrs. Richard M. Schneider
People’s United Community Schwab Charitable
Foundation of Eastern Mr. and Mrs. Jack R. Schylling
Massachusetts, Inc. Sendzimir Family Fund
Amelia Peabody Foundation Shore Country Day School
Ms. Maureen Pompeo Mr. and Mrs. Binkley C. Shorts
Mr. and Mrs. J. Michael Powell

Ms. Bobbye Lou Sims and Mr. Tom Mr. and Mrs. Timothy L. Vaill
Kingston Peter and Kathleen Van Demark
Fund
Mr. and Mrs. Stanley Moise Smith Ms. Rose-Marie van Otterloo
Mr. and Mrs. John C. Walsh
Mr. and Mrs. Derek A. Smith Mr. and Mrs. Seth C. Ward
Mr. and Mrs. Muddy Waters
Ms. Theresa M. Ellis and Mr. Adam Waters Corporation
J. Steinmetz Ms. Beth Webber
Webster Family Fund
Nathaniel & Elizabeth P. Stevens Ms. Susan Weeks CPA
Foundation Mr. David M. Welbourn
Welch & Forbes LLC
Abbot & Dorothy Stevens Mr. and Mrs. Christopher Welles
Foundation Mr. James Westra
Mr. Benjamin Williams
Mr. and Mrs. Martin J. Sullivan and Mr. and Mrs. Edward J. Wilson
Joan Cloherty Sullivan Mr. and Mrs. Kenneth D. Wilson
Ms. Heidi Winslow
Ms. Jeannie Sullivan Mr. and Mrs. Robert R. Worsfold
Mr. and Mrs. Richard A. Yagjian
Mr. and Mrs. Richard L. Sumberg YMCA North Shore
Zampell Refractories, Inc.
Sumberg Family Fund

Mr. Kurt Svetaka

Ms. Elizabeth Sweeney

The Boston Foundation

John Tierney for Congress

Mr. and Mrs. Kevin M. Tierney

Mr. & Mrs. David Tory

The Tosi Family Fund

The Peter & Elizabeth C. Tower
Foundation

Ms. Carol M. Townsend

Mr. and Mrs. Joseph J. Trainor CFA

Mr. and Mrs. David Turnbull

US Trust, Bank of America Private
Wealth Management

13

GROWING our funds

NUMBER AND TYPES OF FUNDS FUNDS
0219 Fun
Throughout the years, 180 individuals, 1115 Fund
families and agencies have established a 82491 Fu
fund with ECCF. Each fund provides support ACAC Fu
based on the donor’s intent and interest and Alacoque
has a significant impact on the lives of those Catholic
who live, work and raise families in Essex Albert Lu
County and beyond. Fund
Alice M. H
71 AllBlue F
ALMA Fu
11 Amanda
Andover
180 Educatio
TOTAL FUNDS Andover
28 Andrews
35 Fund
Anita Pac
35 Scholarsh
Ansara F
n Discretionary/Unrestricted Arthur L.
n Designated Fund
n Field of Interest ASD Fun
n Scholarship Astle-Tor
n Donor Advised Ayer Mill
Endowm
14 Barbara H
Beyond S
Bishop F
Boxford T

s

S AT ECCF Brand Fund Eamon O’Holleran Fund
nd
d Brendan Tobin Memorial Fund Edna Stocker Trust Fund
und
und Build A Bridge Scholarship Ellis Steinmetz Family Fund
e-Weber Trust Fund for Fund
Education Fund Emergency Fund
unt Trust for Charity CCS Fund
Ernest J. Perry, Jr. Scholarship
Hornsey Fund Centerville Improvement Fund
Foundation Fund Society Fund
und ESI Reserve Fund
Charity Girls NEMA
P. Craig Fund ESMV Board Designated
Coalition for Chet and Will Griswold Suicide Endowment Fund
on Fund Prevention Fund
Group Fund Essex Art Center Founders
s Chapel Restoration CHMM Endowment Fund Fund in Recognition of Leslie
Costello and Helen Tory
cione Evetts Shine on Christian Angel Smile Fund
hip Fund Essex County Forum Fund
Fund for Essex County Christine C. Price Breast
Flynn Education Trust Cancer Fund Evelyn Lilly Lutz Foundation
Fund
nd Clark Smith Fund
ry Broadhow Fund Farnsworth Fund
l Clock Tower Cloven Rock Fund
ment Fund Fink Family Fund
H. Almy Fund Colleen Ritzer Scholarship
Scholarship Fund Fund First Jobs Fund
Family Fund
Town Library Fund Corinne (Morris) Johnson Friends of Andover Tennis
Scholarship Fund Fund

CST Science Scholarship Fund Friends of Anne Bradstreet
Fund
D&P Gleason Charitable Fund
Fund for Excellence in Essex
David & Mary R. Dearborn Fund County

David Tory Fund Fund for Excellence in Essex
County Reserve
David Welbourn Fund for
Innovation Fund for Lawrence Public
Schools
Davis Trust Fund
Gates-Robertson Fund
Ditchfield Scholarship Fund
George H. Carleton Fund
Donald and Susan Booth
Charitable Fund George McQuinn Memorial
Scholarship Fund
Dr. Thomas N. Pesola Memorial
Scholarship Fund

Giangrande Family Scholarship JT ECCF Fund Music Fund
Fund
JTS Memorial Fund Myopia Hunt Club
Gloucester Maritime Heritage Scholarship Fund
Center Fund Kenneth Waldie Memorial
Scholarship Fund Nancamp Fund
Goodwin Wragg Land
Stewardship Endowment Fund King Webster Memorial Trust Nathaniel Bowditc
Fund
Grace K. Babson Trust Fund National Lancers’
Knapp Family Fund Anniversary Fund
Greater Lawrence Summer Fund
Krueger Family Fund Niben Point Fund
Grimaldi Fund
Lawrence Development Fund Nicole Lemieux K
Hamilton-Wenham Friends of the Scholarship Fund
Arts Reserve Fund Lawrence Emergency Fund
North Shore Com
Harborlight-Stoneridge Biolabs Lawrence High School Alumni Network
Scholarship Fund Association Reserve Fund
North Shore Tech
Harborlight-Stoneridge Lawrence High School Alumni Scholarship Fund
Endowment Fund Association Scholarship Fund
Ocean River Instit
Hardscrabble Education Fund Lois W. Smith Endowment Fund
One Run for Bost
Helen & David Tory Fund Lupoli Family Fund
Patricia Foley Kar
Help in the Nick of Time Fund MADLMU Fund Endowment Fund

Henry Giannantonio Trust Fund Margaret Voss Howard Teacher Peggy Corbett Me
Recognition Fund
Hunger Initiative Fund Pelican Interventi
Mary H. Paolino Scholarship
Impact Essex County Fund Fund Peter and Kathlee
Fund
Inspire to Act Fund Mary R. Dearborn Donor Advised
Fund Peter B. Seamans
Institute for Trustees Fund
McKenna Family Fund Peter N. Stavru an
Isabella Rose Marino Stavru Endowmen
Endowment Fund Merck-Evarts Fund Fund

JCH Fund Merrimack Valley General Fund Peter Watson Me
Scholarship Fund
JEOL Families Scholarship Fund Merrimack Valley Habitat for
Humanity Endowment Fund Quentin Steele Tr
John W. Peirce Fund
Michael Erekson Memorial R.J. Weggel Fund
Joseph R. and Margaret M. Scholarship Fund Friends of The Mi
Doherty Memorial Fund Reservation
Michael J. Latta EMT Scholarship
Josh Quince Fund for Fund Rawlins Family Fu
Adolescent Services Fund

b Caddie Raymond Banigan Malm Stephanie Hobson Memorial
d Foundation Fund Fund
Step Up for Colleen Fund
ch Fund Reid R. Sacco AYA Cancer Fund Stirling A. Winder Fund
’ Guard Sumberg Family Fund
d Reid R. Sacco Memorial Support Our Schools Fund
d Scholarship Fund Susan Kain Reeder Memorial
Knight Fund
d Richard D Wilson Community Teresa Hopper LaChance
mmunity Health Response Gift Fund Scholarship Fund
The Langille Family Fund
hnology Council Richard J. Collins Memorial The Tosi Family Fund
d Scholarship Fund Three Cool Cats Fund
tute Fund Tia D. Andrew Family Fund
ton Fund Rick Starkweather Scholarship Tia D. Andrew Fund
rl Scholarship Fund Ugo and Katherine San Antonio-
d Marcello
emorial Fund Robinhood Cove Fund Wasserman Fund
ion Fund Webster Family Fund
en Van Demark Rockport Millbrook Meadow Webster Scholarship Fund
Fund William P. & Elizabeth S. Dolliver
s Fund Trust
nd Angelo Rolling Ridge Retreat and Women’s Fund of Essex County
nt Scholarship Conference Center Fund Women’s Reserve Fund
WRIGLEY pass thru Fund
emorial Root Fund YAR Reserve Fund
d Youth and Philanthropy Fund
rust Fund Rosman Family Fund
d for the
iddlesex Fells Ruth E. Brown Scholarship Fund

und S. W. Fund

S.E.A. Fund

Sam and Molly Fund

Santa’s Workshop Fund

Scholars’ Fund

Season of Advent Scholarship
Program Fund

Sendzimir Family Fund

Sherry and William Rogers
Family Fund

Solstice Singers Scholarship
Fund

Spark Academy Fund

15

GROWING our leade

THE PEOPLE OF ECCF

ECCF Board of Trustees

JONATHAN PAYSON (Chair) | Retired SUSAN GRAY | Re
Partner/SVP, Wellington Management Executive

STEVEN COHEN | Business Owner, JOE KNOWLES |
Negotiation Skills Co. for Health Metrics

JOHN COLUCCI | Director, Corporate BEN LANGILLE | V
Department, Managing Director, Woburn Counsel, Affiliate
Office, McLane Middleton
MOIRA MCNAMA
MATTHEW DORING (Clerk) | Partner, Video Operations
Hinckley Allen & Snyder, LLP
PATRICIA MAGUI
THERESA ELLIS | Director of Center for Salem State Univ
Service, Dartmouth College
JAMES RULLO | R
ROBERT FANNING (Treasurer) | Retired, Management Com
President & CEO, N.E. Health Systems
KEVIN TIERNEY |
TRACY ABEDON FILOSA | Co-head, Shore Bank
Enterprise Advisory Practice, Cambridge
Associates LLC RICH YAGJIAN | E
COO, WB Hunt C
BOB GOLDMAN | Attorney, Bob Goldman
Law LLP

16

ership

Retired, Human Resources ECCF Staff

President & CEO, Institute DAVID EDWARDS | President And CEO
s
JULIE BISHOP | Vice President for
Vice President and Senior Philanthropy
ed Managers Group
RICK CROWLEY | Chief Fiscal Officer
ARA JAMES | Director,
s, The Conference Board BETH FRANCIS | Vice President for
Development
IRE MESERVEY | President,
versity JEAN GENNACO | Finance Assistant

Retired, Wellington JOAN HENKELS | Donor Services Officer
mpany
CAROL LAVOIE SCHUSTER | Associate Vice
| President & CEO, North President for Philanthropy

Executive Vice President & MARIA MAHDASIAN | Finance Manager
Co., Inc.
KERI-ANN MISERANDINO | Office Assistant

JONAH RUH ROBERTS | Webmaster

REBECCA TURNER | IFT Program Coordinator

MICHELLE XIARHOS CURRAN |
Communications Manager

ECCF Committees

PROFESSIONAL ADVISORS COMMITTEE NATHANIEL PULSIFER | Pulsi
This special group of volunteers advise on matters that DEBORAH PECHET QUINAN
help grow ECCF’s funds and our impact in Essex County. Weiner, P.C.
Committee members, made up of financial advisors, DEREK REED | Beauport Fina
estate planning attorneys and CPAs, are committed to JACK REEDER | The Bulfinch
introducing the Community Foundation as a resource to WILLIAM RYAN | Ryan Financ
help clients achieve their charitable and financial goals. MATTHEW SCHROEDER | Gr
Advisors, LLC
DAVID MCKECHNIE (Chair) | Beauport Financial Services RICHARD SUMBERG | The Fi
SUSAN WEEKS | Vesey and C
DANIEL BAKINOWSKI | Tax Attorney (retired)
GRANTS MANAGEMENT
TERRY BEATON | Beaton Management Co. The following Grants Manage
review grant applications and
DIANNE BRAND | The Financial Advisors Trustees ECCF’s annual discre
BENJAMIN CHIGIER | Manche
THOMAS BURGER | The Hamilton Group STEVEN COHEN | Beverly
ROSEMARY COSTELLO | Bev
RAYMOND CANNON | CannonMurrayLaw, llc MATTHEW DORING (Chair) | R
SUSAN GRAY | Rockport
PETER CARUSO | Caruso and Caruso, LLP PAUL HEGGARTY | Newburyp
MARFY HODGMAN | Wenham
STEPHEN CURRAN | Boston Hill Advisors, LLC HOLLY LANGER | Boxford
MARIA MESINGER | North An
GEORGE CUSHING | McLane Middleton, PA SANDY NEWMAN | Marblehe

DAVID DEARBORN | ECCF Trustee Emeritus

BOB GOLDMAN | Bob Goldman Law LLP

JAMES GUARINO | Moody Famiglietti & Andronico

DANIEL HOVER | Eastern Bank Wealth Management

ROBERT LIEBERSON | Moody Lynn & Lieberson
Investment Counsel

BRIDGET MURRAY | CannonMurrayLaw, llc

FREDERICK NAGLE | Law Office of Frederick L. Nagle, Jr.

ANDREW NOVELLINE | Abbot Financial Management

ifer & Associates MAUREEN POMPEO | Nahant
N | Ruberto Israel and
MARTHA RAWLINS | South Hamilton
ancial Services
Group SHERRY ROGERS | Ipswich

cial JODY SMITH | Salem
reat Point Wealth
SUSAN TURNBULL | Manchester
inancial Advisors, LLC
Company PC KRISTIN ZAMPELL NOON | Wenham

T COMMITTEE INVESTMENT COMMITTEE
ement Committee members Essex County Community Foundation has worked hard to
d recommend to the Board of grow our charitable assets. Thanks to the guidance and
etionary grant awards. wisdom of ECCF’s Investment Committee, our assets are
ester expertly invested under guidelines that give us a strong
return each year.
verly
Rowley JOE KNOWLES | President & CEO, Institute For
Health Metrics
port
m BEN LANGILLE | Vice President & Senior Counsel,
Affiliated Managers Group
ndover
ead MIMI O’BARA | Managing Partner, Oakmont Partners

JONATHAN PAYSON | Retired, Wellington
Management Company

JAMES RULLO | Retired, Wellington
Management Company

KEVIN TIERNEY | President & CEO, North Shore Bank

JOSEPH TRAINOR | Managing Partner, Boston Hill
Advisors

JOHN WALSH | Managing Director In The Boston Private
Banking Division, Brown Brothers Harriman

17

ESSEX COUNTY COMM
Leading change. Trans

Essex County Community Foundation | 175 Ando
www.eccf.org | @ecc

ECCF’s mission is to strengthen th
We do this by promoting philanthropy and m

and engaging in strategi

Essex County Community Founda
U.S. Communit

MUNITY FOUNDATION
sforming communities.

over Street, Danvers MA 01923 | 978.777.8876
cfgives | follow us on

he communities of Essex County.
managing charitable assets, making grants
ic community leadership.

ation meets national standards for
ty Foundations.