North Shore United Way

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North Shore United Way

248 Cabot Street

Beverly, MA 01915

978-922-3966

2

BOARD OF DIRECTORS

For 2013-2014

Mark W. Johnson, Co-Chair

Ann Noble-Kiley, Co-Chair

Lynnette C. Fallon, Esq., 1st Co-Chair

William T. Eaton II, 2nd Co-Chair

John Maihos, Secretary

Stephen J. Feron, Treasurer

Christine C. Carsman

Gregory Chin

Rev. Bradford Clark

Rosemary Costello

Christopher T. Doktor

Richard Fitzpatrick, ex officio

Kari Gale

Scott Kornusky

David Lawson

Babette Loring

Susan Hanson Philbrick

Seth Romans

Brandon M. Ruggieri, Esq.

Don Snell

Peter B. Tarr

Peter R. Townsend

Rosalia Velazquez

William Weihs

Michael R. Wheeler, Sr.

Margo Casey, Executive Director

978-922-3966 mcasey@nsuw.org

Dear Friends,

North Shore United Way started with a simple formula. When you give, you improve the lives of your neighbors and build stronger communities across the North Shore.

As you peruse the pages of this Annual Report, it’s our hope that you connect with the faces of people who you have personally touched and learn about the lives you have transformed by your generosity.

Last year held some significant highlights in our work.

• The Tribute Fund honored Rosemary and Caleb

Loring, Jr. From contributions to The Tribute Fund,

NSUW awarded the first Youth Innovation Grants, which you can read about on pages 4 and 5. Each grant is a fitting legacy to the lives celebrated by The Tribute Fund.

• The Women in Action initiative celebrated a milestone raising $100,000 in three years, 100% of which directly fueled local initiatives to reduce childhood obesity and improve the physical health of families. You can read about the most recently funded projects on pages 10 and 11.

• We launched a local Volunteer Hub to help residents find and connect with more than 60 nonprofits and hundreds of meaningful volunteer opportunities in their community. The back cover explains what this site is about. The best way to see for yourself is to visit volunteer.nsuw.org.

We are grateful for the continued support of so many loyal donors and the interest and energy of new ones who are joining with NSUW to change the BIG picture for local children and families. Thank you for your generosity, for your commitment to local communities, and your service!

Sincerely,

Mark, Ann, and Margo

Mark W. Johnson and Ann Noble-Kiley

Board Co-Chairs, 2013-2014

Margo Casey

Executive Director

People across the North Shore partner with North

Shore United Way to improve their communities and transform the lives of neighbors in need.

One of the most important ways they participate is through grant review. Every year more than 60 local individuals with diverse skills and experience serve on the Grant Review Committee. Volunteers rigorously vet dozens of programs to ensure goals are clearly articulated and meaningful community impact will be effectively achieved.

NSUW’s vision is of strong communities that provide greater financial security for those struggling to meet basic needs; better health and well being for all, especially the most vulnerable; and more resources to help children and their families thrive.

The Grant Review Team for 2013-2014:

Rosemary Costello, Co-Chair

Scottie Robinson, Co-Chair

Larry Albert

Lisa Austin

Sarah Bartley

Eric Campbell

Dave Caruso

Margo Casey

Rick Ciolino

Alexander Delis

Lucille Duval

Sarah Earnest

Faith D. Emerson

Cynthia Funchion

Jack Good

Taryn Harrington

Mary C. Helming

Paul Jermain

Scott Kornusky

Kim Howe Lawrence

David Lawson

Renée Libro

Corinne Lippie

Michael D. Maginn

John Maihos

Debbie Marcus

Jonathan Marcus

Gini Mazman

Lisa McNamara

Bridget E. Murray, Esq.

Caron Nardi

Julie Nelson

Nancy H. Palmer

Susan Hanson Philbrick

Derek Pollard

Ruth Price

Martha Rawlins

Judson Reis

Jim E. Rich, Jr.

Nicole Richon Schoel

Nellica Rodolosi

Sherry Rogers

Seth Romans

Brandon M. Ruggieri, Esq.

Trina Smith

Donald Sudbay, Jr.

Ingrid Swanson

Peter B. Tarr

David Truslow

Stephen VanDerwerken

Teri Vienot

William Weihs

Richard G. Weissman

Dan White

Stephen Zolotas

REPORTING YOUR IMPACT

Youth Innovation Grants 4

Primary Community Impact Areas:

Children & Families 6

Health 8

Financial Stability 9

Women in Action

Discretionary Grants

10

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THANK YOU

Board of Directors

The Tribute Fund

Leadership Donors

Community Friends

Corporate Donors

Community Report

Financial Statement

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19

19

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13

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3

New Hope for Joey: Touch to Talk Program at Northeast Arc

“I cannot tell you how overwhelming it is to think your child may never have a voice of his own.”

This is how Melissa and Mike describe their experience as parents of a child on the autism spectrum who is unable to speak.

Since Joey was a toddler, they sought and tried different tools promising to help him communicate, but never made the progress they wanted.

Eventually their quest brought them to

Northeast Arc who gave them the green light to pilot a new Touch to Talk program. Touch to Talk supports families using iPads and corresponding communication apps designed to allow children to share their needs by touching pictures.

“What has ensued,” say Melissa and Mike,

“has been the most promising progress Joey had made in his short eight years. For the first time, we heard Joey’s voice.” Some of Joey’s first requests included: going swimming, eating French fries (many times), and saying “hi” to his therapists.

For parents who never thought they would hear their son’s voice, the iPad represents hope. Melissa and Mike can meet not only

Summer Advantage: Cape Ann YMCA

Parents are saying:

“It’s an amazing opportunity for kids in Gloucester.

My daughter did not qualify for an IEP but is still in need of extra help reading. This program is helping her gain confidence.”

“Thank you for having this program. It helps my child with reading and helps me so I can work and support my children.”

Kids are saying:

“Today I read about sharks, and shark teeth!

They are so sharp they can cut through anything!”

“Look! I can spell Fahrenheit!”

Program profile:

Kids read an average of two books per day.

The program is designed by a certified teacher to inspire a love of learning with weekly topics including sharks, coral reefs, weather, volcanoes, and space.

Kids spend afternoons having fun at the Y’s

Camp Windward. They participate in physical activities like swimming and gym games.

Joey’s physical needs but hear and respond to his desires—something all parents love to do. Joey’s brothers, teachers, and therapists can reach him. When Melissa and Mike think about the future, they are optimistic that Joey will be able to participate in his education and in his community.

Joey’s story is one reason that North

Shore United Way was thrilled to award a Youth Innovation Grant extending

Northeast Arc’s Touch to Talk program into public elementary schools in Beverly.

This September eight to ten families will be introduced to personal iPads, communication apps, and the support they need to use them without cost barriers.

“I love learning all these new facts.”

In just seven words, a child expresses what this program is about. But it isn’t a statement you might expect from a kid who tested six-months behind his grade level peers.

The program, run by the Cape Ann YMCA and funded by a Youth Innovation Grant, combines camp, summer fun, and learning. It enrolled 18 Gloucester kids who needed academic intervention.

Without summer learning opportunities, these kids were expected to start 3rd or 4th grade even further behind. That is too often the experience of children whose parents cannot afford expensive camps and learning opportunities when school is out of session.

This pilot is already showing progress. Mid-way through the session kids already read with more confidence. Perhaps success is best put by a mom,

“This program has helped my son in many ways beyond reading: It has challenged him socially and physically and has done wonders for his self-esteem and confidence. We started the summer with him not wanting to go, and very shortly into it, he was asking to stay the whole day and after! I am so grateful to everyone involved in this program, I know it was a collaboration made up of many sponsors, but your staff is the heart and soul of the program. I just can’t thank you enough for this opportunity!”

Youth Innovation Grants are funded by donations to The Tribute Fund, established in honor of:

Miles Herter

Rosemary and Caleb Loring, Jr.

Ann Mulry Shaw

Clark R. Smith

Gillbert L. Steward, Jr.

Carl V. Swanson

Youth Innovation Grant

Review Team

Margo Casey

Rosemary Costello

Faith Emerson

David Lawson

Corinne Lippie

Susan Hanson Philbrick

Scottie Robinson

Peter B. Tarr

William Weihs

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Below: BCLC kids love painting.

All parents want to nurture strong, resilient children who will thrive. Success requires resources that support healthy, holistic development.

We are investing $333,765 in ten local programs to reach more than 12,000 youth and their families. We support: u Beverly Children’s Learning Center : $20,000 for Happy,

Healthy, Fit Kids ensuring 48 school age kids enjoy regular fun physical activities and classes in healthy eating.

u Children’s Friend & Family Services : $35,000 to match

38 young people with a caring adult mentor.

u Girl Scouts of Eastern MA : $15,265 for Girls Together,

Aspiring for Tomorrow to empower 90 girls from low-income neighborhoods with a specially designed scouting program. u Lahey Health Behavioral Services : $115,000 to run

Student Assistance Programs in middle and high schools in

Beverly, Ipswich, Gloucester, and Rockport, reaching 2,845 youth with a compassionate professional counselor to listen and advise students when life gets tough.

u Northeast Arc: $8,000 to support advocacy for 64 children with developmental disabilities to access Special

Education Services, including early intervention. $13,750 will support Recreational Programs for 334 children with developmental disabilities to learn and grow through exposure to special events and activities throughout the school year and summer months. $12,750 will engage volunteers in the lives of 186 individuals with developmental disabilities, building an active community to support them. u Pathways for Children : $37,000 to ensure 222 children have safe, reliable transportation to early education where they can prepare to start kindergarten with the skills needed for long-term success in school.

u YMCA of the North Shore : $40,000 supports the Y After

School Program for 835 children ages 5-12 to have a safe, supervised place to experience fun, friends, learning enrichment, physical fitness, and mentoring. $37,000 provides Teen Centers for 7,401 youth to engage their cognitive, emotional and physical development.

Preparing the next generation for success, one kid at a time

“Hopefully these degrees can help better finance my family later in life and we will no longer live under the ‘low-income’ status.”

This is Joy’s hope as she graduates high school and enrolls at Bridgewater State University with a full tuition scholarship.

Joy credits Mary, her mentor, for helping her succeed. Their match was made by Children’s

Friend and Family Services, funded by NSUW.

Mary and Joy have stuck together for five years, recently celebrating Joy’s graduation. Mary was there to share the ups and downs of high school life. She was there when Joy took a job as a shift manager at a local restaurant to support her family. Mary made sure Joy took time to be a kid, encouraged good decisions, and schoolwork.

Joy plans to major in Accounting and minor in Criminal Justice. She says, “I am very grateful and honored to be able to better my life and begin a new chapter toward something successful.”

Youth mentoring is one of ten causes we support in order to reach youth and help them succeed. We invest in youth mentoring because research shows time spent with a trusted adult has a dramatic impact on kids. Youth with mentors are half as likely to skip school. They report less depression, less drug use, and higher self-esteem. In short, this is one way we can improve the lives of youth and break cycles of poverty in the next generation.

Mentors share their interests and passions with local kids

Left-Right: Mentors and their mentees build a table together; catch a game together; learn ballroom dancing together!

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A healthy community supports the well being of all its residents

,

especially those most vulnerable.

Our goal is to improve health outcomes for children, adults and seniors, offering preventative services that optimize health and reduce cost burdens. These solutions will touch

6,357 people this year as we invest $164,000 in the health of the community. We support: u AIDS Action Committee: $28,000 for Case Management for 25 adults living with HIV/AIDS.

u HAWC : $25,000 to fund the Cape Ann Program offering outreach and support to 449 domestic violence survivors.

u North Shore Health Project : $16,000 for a Holistic

Wellness Program for 93 individuals.

u The Open Door : $27,800 for the Food Pantry, $12,500 for Community Meals, and $20,000 for Mobile Markets, all of which provide healthy food and fresh produce to 5,684 people.

u VNA Care Network & Hospice : $35,000 to provide care for 106 seniors and individuals with disabilities.

“He made it simple and comfortable.”

This isn’t how most of us imagine describing any aspect of cancer treatment. But after a hospital discharge that left Brian unsure of how to care for his feeding tube, a nurse from VNA Care Network & Hospice was a big relief.

Brian adds, “When the nurse came to see me it was great.

He was personable, helpful, and taught me how to take care of it and answered my questions.”

Brian’s gastrostomy tube is a medical device used to provide nutrition to patients who cannot eat by mouth, are unable to swallow safely, or need nutritional supplementation. To make sure he fully understood, the nurse used the Teach Back method--an intervention that asks a patient to respond and confirm understanding of their treatment before adding any new information.

Despite increased access to health care for many, there remain gaps particularly for elderly, disabled, and lowincome individuals. Through Home Based Services for the

Underserved, VNA Care Network & Hospice helps ensure that care is provided to those in need.

One in four working families in our state does not earn enough to cover the basic costs of living.

Our goal is to invest in strategies, such as affordable housing, that help low-income families become and stay more financially secure. We are investing $233,000 in local programs that will help 6,316 families avoid hunger or homelessness and pursue financial security. We support: u American Red Cross : $5,000 to support local response and emergency services for 12 people.

u Beverly Bootstraps Community Services: $35,000 for

Case Management services that support the efforts of 1,845 people to pursue financial stability and $5,000 to prepare taxes for 112 people likely to benefit from the Earned

Income Tax Credit.

u Catholic Charities North : $54,000 to provide emergency basic needs response to 845 people.

u Harborlight Community Partners: $30,000 for the creation or preservation of affordable housing which provide a safe, dignified home to 137 people.

u North Shore CDC : $10,000 for the development of affordable housing to support 43 people.

u Salvation Army : $35,000 to provide emergency assistance to 1,900 Beverly area people.

u St. Vincent de Paul : $39,000 to the St. John’s and St.

Mary’s in Beverly based volunteers to provide basic needs response to 1,297 people.

u Wellspring House : $20,000 to offer adult basic education to 125 adults seeking to find better jobs and provide for their families.

Below: Turtle Creek, an affordable living community managed by Harborlight

Community Partners for 200 low- and moderate-income seniors.

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Steering Committee

Susan Hanson Philbrick, Co-Chair

Lisa McNamara, Co-Chair

Nancy Bildner

Betsy Brown

Margo Casey

Rosemary Costello

Tracy Davis

Sarah Earnest

Caroline Fitzpatrick

Corinne Lippie

Babette Loring

Tori Macmillan

Eilish Neff

Ann Noble-Kiley

Martha Rawlins

Scottie Robinson

Deb de Sherbinin

Women in Action celebrates its third year advancing local efforts to curb the childhood obesity epidemic.

Our goal is to help children, particularly from low-income families, have more access to healthy food and physical activity where they live, learn, and play. We support: u Backyard Growers: $7,500 to support Schoolyard Gardens which give 100% of Gloucester’s elementary school children

(1,300+ kids) the experience of growing and eating veggies.

u Beverly Children’s Learning Center: $7,500 for Happy,

Healthy Fit Kids to engage pre-schoolers in regular fitness activities, increase fruits and veggies served, and teach parents how to make healthy choices on limited budgets.

u The Open Door : $7,500 to launch Family Supper, Good

Food for the Whole Family, a new effort to provide weekly healthy supper options to low-income families, including cooking demonstrations and nutrition education.

u Cape Ann YMCA: $5,000 to launch a Mobile Y Program that meets kids in their neighborhoods and gets them active through simple games and friendships that foster healthy habits.

u Beverly Bootstraps: ($3,500) and Acord Food Pantry ($2,650): for Cooking Matters cooking/nutrition courses for low-income families across Beverly, Hamilton, Ipswich, and Manchester.

u Change is Simple: $3,300 to expand Mobile Garden Education to Beverly’s Summer Parks Program, exposing kids ages 6-12 to the benefits of eating healthy food they can also grow.

u Beverly Farmers’ Market : $2,500 for incentives for low-income families to use their SNAP benefits to purchase produce.

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WIA funds a different kind of fast food

Women in Action invested in Change is

Simple, a local, grass roots education organization, to bring the FastFood Garden

Trailer to Beverly’s Summer Park Programs.

Can you guess what veggie was the most popular for the nearly 400 elementary school kids who tested out the garden?

Kale! “Can I have kale? Yummy” was heard over and over from kids exploring the garden during their park visit.

Also overheard this summer: “I love green beans!” and “Delicious!” as a 10 year old girl tried raw green pepper for the first time.

Cooking Matters: Serving healthy meals on a $10 budget

Can you think of a healthy dish to serve your family on $10 or less?

That’s the challenge that Cooking Matters classes help families overcome. This year WIA supports Cooking

Matters for families from Beverly Children’s Learning

Center, Acord Food Pantry, and Beverly Bootstraps.

Classes are taught by a volunteer chef and a nutrition educator. They cover meal preparation, smart grocery shopping, food budgeting, and nutrition. Participants take home a bag of groceries at the end of each class, learn to read nutrition labels, and make healthy meals on a $10 budget.

Parents are saying:

“I learned a lot more than just how to follow a recipe. I leaned about food safety and how to read labels.”

“I am excited to cook now and to fill my empty cupboards with the things we used in class so I can make healthy fun meals that taste good too.”

“In a very good way, the classes changed my way of eating vegetables.”

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Top: Abigail celebrates River

House residents’ birthdays.

Old Farm resident enjoys his new home.

Right: Rockport High School

Apartments upgraded.

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Discretionary Grants are one-time awards up to

$5,000 to seed innovative new ventures or meet emergency needs.

In 2013-2014 we supported: u Harborlight Community Partners : $5,000 toward the improvement of Rockport High School Apartments as affordable units for seniors and $3,000 toward an affordable unit in Wenham.

u Old Farm Rockport: $5,000 to build a deck onto the affordable supportive home for survivors of brain injury.

u Wellspring House : $2,000 to develop a new curriculum for adult basic education in response to statewide changes in the GED test. u St. Peter’s Church: $1,250 for Friday & Sunday Suppers.

u SeniorCare, Inc.: $1,500 to support coupons for seniors to spend at the Farmers’ Market.

u Through a restricted donation to this fund, NSUW awarded $1,000 each to reward creative volunteer engagement at:

Backyard Growers: for the Schoolyard Garden Program.

Beverly Children’s Learning Center: for after school enrichment events for children and their families.

Family Promise: for the Interfaith Hospitality Network.

River House: to launch the Adirondack Chair Program.

u Express Yourself: $1,000 to support the organization.

u River House: $500 to support the organization.

u Essex County Community Foundation: $500 to support the Youth at Risk Conference.

On June 6, 2014, a second Tribute Fund breakfast celebrated Rosemary and Caleb

Loring, Jr., Miles Herter, Ann Mulry Shaw, Clark

Smith, Gil Steward, and Carl Swanson.

The Tribute Fund honors the legacies of these exemplary

North Shore United Way community leaders of the past by raising funds to invest in youth. Read about the inaugural Youth Innovation Grants on pages 4 and 5.

At the June 6, 2014

Tribute Fund breakfast:

Top: Sue Thorne and Lee

Herter

Left: Bonny and Caleb

Loring III; Joanne

Holbrook Patton;

Rosemary Loring Byrne and David Byrne

Thank you to those who gave to The Tribute Fund in 2013-2014.

Michelle and David Baer

Bea and Peter Britton

Andree` Robert and

Thomas Burger

Clark R. Smith Family

Foundation

Frannie Colburn

Beth and Linzee Coolidge

Hillary and Al Creighton, Jr.

Gail and Chris Doktor

Priscilla and Neiland Douglas

Lucille and Chuck Duval

William T. Eaton II

Mimi and Bob Emmons, Jr.

Ruth Felton

Marion M. Frost

Glovsky & Glovsky

Andrea and John Glovsky

Mary and Tom Helming

Lee Herter

Nancy and Jim Hewson

Joanie and Tim Ingraham

Eva and Tom Johnson

Georgina and Neal Keefe-Feldman

Catherine Lastavica

David Lemons

Mark Leslie

The Loring Family

Babette and Peter Loring

Joan Lovejoy

Barbara and Paine Metcalf

Marion and Dick Mooney

Rosie Morgan

Nancy and Joe Palmer

Joanne Holbrook Patton

James E. Rich, Jr.

Lucy and Peter Robbins

Arthur N. Ryan

Louise and Bill Scanlon, Jr.

Ann and John Serafini, Sr.

Lyn and Tom Shields

Gay and Cam Steward

Mary Jane and Thad Steward

Ingrid Swanson

Peggy and Richard Thorndike III

Sue and Fred Thorne

Polly and Jerry Townsend

Maureen and Paul Trefry

Penny and Seth Ward

Mr. and Mrs. William Whiting

Winkie and Peter Whitman, Jr.

Susie and Fred Winthrop

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LEADERSHIP GIVING

Lighthouse Society

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.

Within the Lighthouse Society, the Tocqueville Society is a national program that recognizes outstanding philanthropic leadership and honors Alexis de

Tocqueville’s admiration of the spirit of voluntary effort for the common good.

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THE LIGHTHOUSE

COMMITTEE

Mark W. Johnson, Chair

Chris Carsman

Margo Casey

Gregory Chin

William T. Eaton II

Richard Fitzpatrick

David Lawson

Chester A. Shuman

Peter R. Townsend

Emeritus

Caleb Loring III

Binkley C. Shorts

2013-2014 TOCQUEVILLE DONORS

GIVING $10,000 AND UP

Christine and Larry Carsman

Ann and Andy Devereaux

Roe and Hollis French III

Sue and Bart Geer

Caleb Loring, Jr.

Mary G. Puma and

Eivind G. Lange

Leslie S. Ray

Paula and Binkley Shorts

Evelyn and Chet Shuman

Gay and Cam Steward

Joyce and Steve Tadler

Gail Nelson and Peter Tarr

Kris and Joe Trustey

Gail and Ernst von Metzsch

THATCHER’S ISLAND TWIN LIGHTHOUSES

GIVING $5,000 TO $9,999

Nancy and Don August

Taddy and Q Bent

Kathe and Allan Cohen

Beth and Linzee Coolidge

Jan and Bob Crandall

Kate and Michael Duffield

Caroline and Rich Fitzpatrick

Jane and Dick Harte, Jr.

Lee Herter

Tracy and Mark Johnson

Eva and Tom Johnson

Babette and Peter Loring

Lisa and Frank McNamara III

Nonie Brady and Wil Merck

Jody and Garlan Morse

Joanne Holbrook Patton

Louisa and Henry Porter, Jr.

Judson P. Reis

Betsy and Will Shields

John H. Singleton

Anonymous (1)

HOSPITAL POINT LIGHT GIVING $2,500 TO $4,999

Mary and Ed Anderson

Karen and Jim Ansara

Elana Brink

Richard Broderick

Merril and Greg Chin

Ann and Henry Cook

Sarah and Albert Creighton

Hillary and Al Creighton, Jr.

Diana and Ed DeRoche

Beverly and Derek Heaslip

Joanie and Tim Ingraham

Caleb Loring III

Sam Philbrick and

Susan Hanson Philbrick

Hugh Pyle

Lucy and Peter Robbins

Heaton and Henri Robertson

Arthur N. Ryan

Marilyn and John Thompson II

Polly and Jerry Townsend

Debby and Peter Twining

Cheryl and John Walsh

Penny and Seth Ward

ANNISQUAM HARBOR LIGHT GIVING $1,000 TO $2,499

Nina and Sam Adams

Larry Albert

Neil Ayer, Jr.

Helen Ayer

Randy Ayer

Dianna and Ron Azzolina

Michelle and David Baer

JoeAnn Hart and Gordon Baird, Jr.

Nancy and Jim Bildner

Joan and Tom Bishop

Jane and John Bradley

Mr. and Mrs. Roger Brand

Kevin J. Brewer

Kitty and Bob Brooker, Jr.

Joan E. Brooks and James I. Garrels

Dorothy A. Brown

Joan Buchanan

Claire and Sam Cabot III

Martha C. Farmer and Steven C.

Carhart

Laura H. Cleary

Ginny and Hal Cogger

Lisa and John Colucci

Denis Conroy

Bonnie and Chris Covington

Kathy and Greg Crockett

Sharon Curran-Wescott

Helen Danforth

Marie and Jim Dawson

Porter and David de Sieyes

Laurel and Craig Deery

Louisa and Frank Deland III

Debra A. DeVenne

Judy and Brian Ditchek

Arden and Bill Dore, Jr.

Priscilla and Neiland Douglas

Peggy and Tom Duff

Mr. and Mrs. Robert Duffy

William D. Duryea II

Lucille and Charles Duval

Lisa and William T. Eaton II

Mr. and Mrs. Wesley H. Eaton

Lynnette C. Fallon

Marvin Farley

Mary Jo and Chuck Favazzo

Jill and Steve Feron IV

David J. Flynn

Linda and Michael Frieze

Tony and Joe Gal

Kari and Jud Gale

Livia Cowan and Mark Glovsky

Cheryl and Alex Glovsky

Andrea and John Glovsky

Sue and Jack Good III

Luis Granja

Mally and Henry Haight IV

Pansy and Joe Haley

Ellen and J.J. Harris

Paige Harris

Victoria and John Hautala

Sue and Peter Hersee

Galen and Patricia Ho

Eloise and Art Hodges

Martha and Tom Hooper

Beth Howell

Douglas Jenkins

Carl Johnson

Mr. and Mrs. Harold Jones

Diane and Gary Kaneb

Dr. and Mrs. Tasso Kaper

Stephen G. Kasnet

Anne and Bill Kneisel

Mr. and Mrs. William T. Kozak, Jr.

Dr. and Mrs. Edward E. Krukonis

Penny and Henry Lapham

Catherine Lastavica

Lisa Laverty

Mary Higgins and John Lechner IV

Dr. and Mrs. John Ledbetter

Victoria West and W. Brewster Lee

Kathleen and George Lieser

Jonathan B. Loring

Donald J. Lynch

Tori and Jamie Macmillan

Arlene and Michael Maginn

Robert J. Mahoney

John J. Maihos

Carmela and Walker Martin

Mrs. Walker Mason

Anne and Andrew Mauck

Christine F. McCabe

Mr. and Mrs. William C. McConnell III

Pamela McCormick

Marie and Robert McInnes

Gratia and Robert McLane

Margaret and Nelson McLean

Patricia and Pete Michaels

Marion and Richard Mooney

Eileen and Joe Mueller

Leslie and Jeffrey Murphy

Eilish and Stewart Neff

Marianne and Ken Novack

Kate and Ford O`Neil

Linda and Rick Olney III

Nancy and Joe Palmer

Barrett and Lydia Petty

Sydney W. Phillips

Meredith and Bob Pitts

Kathy and George Putnam

Nancy and George Putnam

Philip G. Quinn

Charles Raymond

Mrs. Diana B. Richardson

Bill and Scottie Robinson

Denis A. Robitaille

Mr. and Mrs. William C. Rogers

Susie and Ned Rowland

Coreen and George Scharfe

Leslie Schreuer

Michael A. Sciucco

M.L. and David Scudder

Barbara Sears

Mr. and Mrs. John R. Serafini, Jr.

Ellen and Keith Shaughnessy

Lyn and Tom Shields

Mary and Ron Skates

Martha and J.D. Smeallie

Trina Smith

Joann and Archie Southgate

Anna and George Stairs

Jeannie and Don Sudbay, Jr.

Martha and John Sutyak

Peggy and Dick Thorndike III

Peter R. Townsend

Jane and Bill Van Faasen

Ellie and Waddy Wadsworth

Maureen and Bill Weihs

Elizabeth White

Hope W. Wigglesworth

Kimberley and Duncan Wilkinson

Anonymous (1) 15

Robert Ackerman

Thayer W. Adams

Deb and Amory Aldrich, Jr.

Kay Allard

Ms. Gail Anderson and Mr. William Effner

Kati and Sanford Anstey

Linda and Ernest Ashley

Louisa and Neale Attenborough

Lisa Austin

Lauren and Tim Averill

Kelly Babson

Michael Baird

Mr. and Mrs. Duncan Ballantyne

Jim and Chris Barker

Missy and Jeff Barlow

Doris Barnard

Mr. and Mrs. Dennis Barous

Deborah and Steven Barrett

Susan and Kevin Barry

Annie and Bill Barton

Leslie Beatty

Nancy and Martin Benchoff, Jr.

Jill Benke

Leo Berman

Lida and David Bernard

Polly and Scott Beyer

James P. Bird

Cynthia and John Bjorlie

Jody and George Blagden

Robert Bonazoli

Mr. and Mrs. Neil Bouchard

Leah E. Boucher

Adrienne and Frank Bradley

Mark Brislin

Betsy Brown

Kristine Brown

Martha F. Brown

Richard E. Brown

Shepard Brown

Martha and Tim Bruno

Marie Buckley and Charles Goodrich

Jen and Erich Buddenhagen

Andree` Robert and Thomas Burger

Maria Burnham

Mr. and Mrs. Gary Bush

Carroll and John Cabot

William and Janet Canty

Dr. and Mrs. Frank S. Carbone

Philip Chalmers

Hester and Nat Clapp

Bradford Clark

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COMMUNITY FRIENDS GIVING $100 TO $999

Karen Clark

Phyllis Clark

Julie and Pete Clay

Mariann and Fran Cleary

Michele and Bruce Coates

Judy Cody

Frannie Colburn

Elizabeth Cole

Lewis Collins

Edward J. Conway

Jacqueline and James Cooper

Rosemary and T.J. Costello

Phoebe and Pearce Coues

Nancy and Arnie Cowan

Peter and Catherine Creighton

Mr. and Mrs. Robert Cunningham

Timothy A. Cunningham

Bergen and Michael Daley

Hilda and Dan Daley

Betsy Dalton

Jim and Beverly Davies

Florence Bourgeois and Andrew Davis

Harriet Davis

Tracy and Ed Davis

Wendy and Jody Davis

Mary and David Dearborn

Megan and Andrew Defranza

Francoise and Hughes Delaforcade

Jessica Dennesen

Shirley and Fred Descenza

Deborah and Nick de Sherbinin

Melissa A. Dimond

A. Winslow Dodge

Gail and Chris Doktor

Ryan Downing

Joanna and Mike Duda

Andrea and John Dunn

Susan and Tom Durkin

Paul and Dale Earl

Edwin E. Eckl

Jennifer and Tom Eddy

Steve and Robin Ellis

Faith and Chris Emerson

Connie Eppel

Alice and Kenneth Erickson

Adele Q. Ervin

Diane Faissler

Maureen and Jamie Fay

Mr. and Mrs. C. Conway Felton III

Cathy and Alex Felton

John Finn

Heather Ford

Richard J. Forsley

Mary G. Foster

Liz Fragola and Nicholas Senzamici

Helen French

William French

Mim Frost

Nancy and David Gaffney

Lummy and Ben Gannett

Jane and Charles Gardiner

Sue and Jack Gardner

Lucile P. Gatchell

Bonnie Sylvester and Jonas Gavelis

Patricia and Bob Gillis

Natalie E. Glovsky

Ernest L. Godshalk III

Miranda P. Gooding

Daniel S. Greenbaum

Shirley Grein

Cathy and Larry Griffin

Lauren and Paul Gudonis

Lynn and Denny Hall

Marion and Stephen Hall

Bonnie and Michael Hammerl

Linda and Richard Harvey

Tizzy and Whitney Hatch

Chris Hatfield

Karyl and Rich Hayes

John D. Heinzmann

Mary and Tom Helming

Jane P. Singer and Robert C. Henriques

Esther Herdeg

Nancy and Jim Hewson

Sheila Hill

Kathy and Brian Hines

Martha and Don Hodgman

Kenneth Hohensee

Marion and George Howe

Eleanor M. Hoy

Gareth W. Huggins

Mary G. Hull

Sally and John Huss

Janet and Al Ireton

Pam and Rob Irwin

Eli Jacobe

Beverly and William Jaques

Patricia and Robert Johnson

Stephen J. Jones, Jr.

Diane and Rich Jones

Cindy and Bruce Journey

Carin Kale and Rick Mitchell

Albert and Anita Kalustian

Karla and Jeff Kaneb

Georgina and Neal Keefe-Feldman

Gayle Kekeisen

Charlie and Gillian Kellogg

Elaine Abry and Paul Kenerson

Mr. Robert Kidder

Susan and John Kiley

Elizabeth King

Mary Ann and Thomas Klein

Ronald W. Knepper

Jenny and Bob Knowles

Patricia Koechlin

Mr. and Mrs. Roger Kuebel

Frederick Kuemmerle

Joan and Miles Kulukundis

Robert Kurtz, Jr.

Julie LaFontaine

Michelle and Ben Langille

Peter J. Lappin

David Lawson

Claire Leggett

Judy and Russ Liddle

Jackie and Paul Littlefield

George C. Lodge

Eleanor and Henry Lodge

Rosemary Loring and David Byrne

Joan Lovejoy

Karen and Greg Lucas

Elaine and Peter Lucas

Mr. and Mrs. John Lutz

Celene and Geof Lyon

Elizabeth Rhinelander and Peter W.

MacEwen

Maire and Jack MacLean

David Mader

Louise and Donald Maier

Maureen Maier

Sula and Jacek Makowski

William Maloney

Douglas Marquart

Gloria and Wendell Mason

Joshua Massey

Tracy Mayor and Tom Schmidt

Virginia Mazman

Diana McCloy

Mimi and Scott McDougal

Priscilla McKinnon

Moira McLaughlin

Edward McMillan

Jane and John McWane

Therese and Kurt Melden

Katherine and Dave Mittelbusher

Linda and Tom Moore

Shirley and Carl Moores

Martha Morgan and Dan Ottenheimer

Wendy Morgan

Benjamin Morrill

Tory and Peter Morton

Mr. and Mrs. Frederick Moseley III

Chessye and Rick Moseley IV

Tricia Moseley

Martha Mulloy

Charles and Stella Nahatis

Caron M. Nardi

Robert W. Nason

Lee and Bill Nelson

Carol T. Noble

Ann Noble-Kiley

Jane and John Olson

Bernadette Orr

Richard Osgood

Elizabeth Oski

Barbara Ostberg

Ana Owen

Martha and Charles Palmer

Jerald A. Parisella, Esq.

Barb and Ollie Parker

Libby and John Parker

Linda Pata

Anthony Pearson

Mary and Paul Perkins, Jr.

Julie and Henry Phippen

Joanna L. Phippen

Anthony Picano

Ruth and Rich Pino

Morley L. Piper

Gayle Ann Piraino

Kathy and Sunil Prasad

Jan and Donald Preston

Lauren and Michael Prior

Ronald and Mimi Pruett

Evelyn and Larry Pszenny

Martha Rawlins

Debbie and David Ray

Mary Reinhalter

Peg and Bill Reny

James E. Rich, Jr.

Mr. and Mrs. Benjamin T. Richardson

Lanse Robb

Julia and Paul Robichau

Lisa and Timothy Robinson

Maggie Rosa

Martha and Melvin Rosenblatt

Kathy and Jim Ruane

Mr. and Mrs. Brandon Ruggieri

Frederick P. Ruzanski

William Safrin

Anthony Sandoe

Louise and Bill Scanlon, Jr.

Carole and Darv Schanley

Leigh and Alan Scharfe

Eroica Schenck

Betty Seagrave

Barry Jay Seltser

Nina Shahi

Helen and Arthur Sheehan

Teresa Silverman

Mr. and Mrs. Thomas H. Simmonds, Jr.

Christopher Smallhorn

Marci and Bob Smallman

Fran and Larry Smith

Rebecca and Derek Smith

Diane and Carl Soderland

Tricia and Jeff Soulard

Jean Soulios

Joyce and Norman Spector

Robert Spingler

Joanne and Vincent St. Onge

Muriel and David Standley

Gussie and Joe Stanislaw

Betsy and George Stevens

Janet Dwight and John Stevenson

Mimi and Charlie Storey

Ian and Peggy Strachan

Mary Ann Streeter

Phyllis and Don Sudbay, Sr.

Nancy Sullivan

Ingrid Swanson

Mona and Dave Taliaferro

Cynthia Tallett

Mr. and Mrs. Thomas Tanous

Eleanor Thompson

Sue and Fred Thorne

Pauline I. Tozer

Maureen and Paul Trefry

Thomas Trkla

Teri Vienot

Alan L. Visnick

Anne and Tom Walker

Anne and Steve Warhover

William and Mary Wasserman

Robert and Mary Weatherall

Mrs. Arthur Weekes III

Paul Weinberg

Caroline and Mark Weld

Karen Werner

Ellen Wescott

Leo White

Benjamin J. Williams

Barbara and Dick Wilson

Nancy Winter

Susie and Fred Winthrop

Susan Wise

Joan Witte

Linda and Ollie Wolcott, Jr.

Paul R. Woods

Fraley D. Wright

Lee Yaffa

Julie and Scott Young

Jodi Youngreen

Michael S. Zarbo

Anonymous (8)

Planned giving provides a number of ways for donors to support local causes while also receiving tax and other financial benefits. There are many options; for more information please contact the NSUW office at 978-922-3966.

17

The North Shore United Way appreciates and recognizes the corporate and employee donors listed below for taking leadership roles in their communities and for improving the lives of their neighbors.

CHAIRMAN’S CIRCLE - $10,000 OR MORE

Axcelis Technologies, Inc.

Bank of America

CFC (Federal Employees)

EBSCO Publishing

G.E. Employee Good Neighbor Fund

Gorton`s Inc.

Lahey Health

National Grid

National Grid Employees

Oak Foundation

Sudbay Motors

PLATINUM PILLAR - $5,000 OR MORE

Beverly Bank

Blue Vase Marketing LLC

COMECC (State Employee Campaign)

Communication & Power Industries Employees

CSL International

Danversbank Charitable Foundation

Liberty Mutual Insurance Company

MiddleOak/Holyoke Insurance

People`s United Bank

Rockport National Bank

State Street Bank Employees

TD Charitable Foundation

UPS (United Parcel Services)

GOLD PILLAR - $3,500 OR MORE

Cape Ann Savings Bank

Comcast Employees

Eastern Bank Charitable Foundation

IBM Employees

Lahey Health Behavioral Services Employees

Northeast Arc Employees

Shaw’s & Star Market Employees

A special thank you to donors who work outside the North Shore but who designate their gifts back to their local North Shore United Way.

Contact bkuszmar@nsuw.org to learn more about employee campaigns and designations.

18

SILVER PILLAR - $1,000 OR MORE

Beverly Municipal Employees

Cummings Properties

Deloitte Employees

Endicott College Employees

First Niagara Bank

John Hancock

Macy`s Employees

Marriott International Inc. Employees

North Shore 104.9

North Shore United Way Employees

Pathways for Children Employees

Raytheon Company

Rotary Club of Beverly

Rotary Club of Gloucester

Sterling Insurance Agency, Inc.

Stop & Shop Employees

The Open Door Employees

VNA Care Network & Hospice Employees

YMCA of the North Shore Employees

BRONZE PILLAR - $500 OR MORE

AT&T Employees

Cape Ann Marketplace Realty

Children`s Friend & Family Services Employees

Gordon College Employees

Webster Bank

FRIENDS - $100 OR MORE

American Express Employees

American Red Cross of Northeast Mass. Employees

Ameriprise Financial

Andersen Corporation

Anheuser Busch Companies

Appleby & Wyman Insurance Agency

Beverly Bootstraps Community Services Employees

Brookwood Financial Partners, LLC

Catholic Charities North Employees

F.W. Bryce, Inc. Employees

Girl Scouts of Eastern Mass. Employees

Gloucester Municipal Employees

Hamilton Shopping Center

Harborlight Community Partners Employees

HAWC Employees

Marcus Financial Advisors Employees

NextEra Energy

North Shore CDC Employees

Timberline Enterprises

UnitedHealth Group Employees

Wells Fargo Employees

Wellspring House Employees

2013-2014 Campaign Report

COMMUNITY:

BEVERLY

ESSEX

GLOUCESTER

HAMILTON

IPSWICH

MANCHESTER

ROCKPORT

WENHAM

SPECIAL ACCOUNTS

TOTALS

CONTRIBUTED:

$294,380

$16,672

$133,978

$70,566

$49,279

$148,755

$36,320

$69,955

$255,368

$1,075,273

WOMEN IN ACTION* $35,726

*Included in above figures

FINANCIAL STATEMENT FOR 2013-2014

2013-2014 Campaign Contributions

Collection Loss

Investment Income

Tribute Fund Contributions

Endowment Fund Contributions

Special Events

Fund Raising Expenses

$1,004,881

$ (37,685) $ 967,196

$ 187,628

$ 58,069

$ 255,543

$ 77,824

$ (163,022)

$1,383,238

Community Partner Grants

Discretionary Grants

$ 730,765

$ 20,750

Women in Action Grants

Youth Innovation Grants

Volunteer Hub Grants

Community Service Expenses

$ 40,658

$ 35,115

$ 4,000

$ 150,550

Management & Administration Expenses

UWW Dues

$ 50,307

$ 9,285 $(1,041,430)

$ 341,808

ENDOWMENT FUND BALANCES

(AS OF JUNE 30, 2014)

NSUW ENDOWMENT FUND

SMITH FAMILY FOUNDATION

$ 918,882

$ 140,810

$1,059,692

COPIES OF THE 2014 AUDIT, PREPARED BY BERNARD, JOHNSON & CO., ARE AVAILABLE FOR REVIEW AT THE

NORTH SHORE UNITED WAY OFFICE AND AT WWW.NSUW.ORG.

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Want to make a meaningful impact?

Get your hands dirty.

Bank of America staffer gets her hands dirty volunteering for Backyard Growers

Hundreds of ways to make a difference.

All of them local.

Start here: volunteer.nsuw.org. The site can help you find a local nonprofit organization or volunteer need that fits your skills, availability, and interests. Powered by the North Shore United Way with thanks to our sponsor,

Blue Vase Marketing.

SPONSORED BY

North Shore United Way

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