North Shore United Way 2011-2012 Annual Report

NSU

W

2011-2012 ANNUALREPORT

North Shore United WayNorth Shore United Way

NSU

W TABLE OF CONTENTS

LETTER FROM THE EXECUTIVE DIRECTOR 3

BOARD OF DIRECTORS & STAFF 4

COMMUNITY IMPACT AREAS 5

DISCRETIONARY GRANTS 9

VOLUNTEER OPPORTUNITIES 10

WOMEN IN ACTION 11

CAMPAIGN REPORT 12

LIGHTHOUSE SOCIETY 13

COMMUNITY FRIENDS 16

CORPORATE DONORS 18

FINANCIAL STATEMENT 19

REFLECTIONS FROM 2011-1012

Dear Friends,

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 initia-tive 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.

Through your generosity, North Shore United Way awarded nearly one million dollars in com-munity 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 cred-its 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 Seth

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Margo CaseyExecutive Director

Seth C. Ward Board Chair 2011-2012

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 CarneyGregory ChinJohn F. Donovan, Jr.William F. Dore, Jr.Faith D. EmersonLynnette C. Fallon, Esq.John L. Good III, ex officio

Kari GunnKenneth HanoverDavid LawsonBabette LoringVictoria MacmillanJudson ReisBryan A. RiehlDarren RossBrandon M. Ruggieri, Esq.Chris ShimkinPeter TarrPeter R. TownsendMichael 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

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.

NSUW GRANT PROCESS

• Over 60 NSUW Allocations Committee Volunteers are trained and grouped into NSUW Community Impact (CI) area teams

• Site visits are conducted with each grant applicant followed by CI team hearings with agencies requesting funding

• Allocation teams make funding recommendations to NSUW Allocations Oversight Committee

• Allocations Oversight Committee proposes final awards based on funds available from Annual Campaign

• Board of Directors reviews and approves final funding to Community Partner agencies

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North Shore United Way

YOUTH AND CHILD DEVELOPMENT

NSUW ALLOCATIONS COMMITTEE

TEAM FOR YOUTH AND CHILD DEVELOPMENT

Karen CarneyMargo CaseyMimi DelcuzeJohn Donovan Lucille DuvalFaith Emerson Mary FairbairnLauren GudonisTaryn Harrington

Susan Hauck Brian HeraldMark JohnsonMike Maginn

Lisa McNamara Bridget Murray

Caron NardiRuth Price

Judson ReisPeggy Hegarty-Steck

Teri VienotMike Wheeler

Dan White

NSUW ALLOCATIONS COMMITTEE

TEAM FOR FINANCIAL STABILITY

Margo CaseyAlex DelisAl Dichner

Mary HelmingPaul JermainErich Karol

Scott KornuskyDavid LawsonJohn Maihos

Jonathan MarcusJonathan MillerNancy Palmer

Nicole Richon-SchoelScottie Robinson

Sherry RogersBrandon Ruggieri

Mary SmithTrina Smith

Ana StefanovichDon SudbayMatt Veno

Hope Wigglesworth

FINANCIAL STABILITY

AGENCY GRANTS Beverly Children’s Learning CenterHappy, Healthy, Fit Kids $15,000

Children’s Friend & Family ServicesChild & Family Counseling $27,000Youth Mentoring $25,000

Girl ScoutsGirls Together, Aspiring for Tomorrow $18,265

Northeast ArcRecreational Programs $15,000Advocacy for People with Disabilities $ 8,000Volunteer Support $14,000

Northeast Behavioral Health—Student Assistance ProgramsBeverly High School $30,350Beverly & Gloucester Middle Schools $34,780Hamilton-Wenham & Ipswich High Schools $42,091Manchester-Essex Middle School $13,039Rockport Middle & High School $12,026

Pathways for ChildrenSchool Lunch Program $20,000Services to Children with Special Needs $27,000

YMCA of the North ShoreLow-Income Scholarships $57,500Beverly Youth Collaborative $20,000Rockport Youth & Teen Center $ 8,500Cape Ann Youth & Teen Center $ 8,500

AGENCY GRANTS American Red Cross, Northeast DivisionDisaster Assistance $48,000

Beverly Bootstraps Community ServicesOutreach Services $35,000Earned Income Tax Credit $ 5,000

Catholic Charities NorthBasic Needs $51,000

Harborlight Community PartnersAffordable Housing Development/Preservation $20,000

North Shore Community Development CoalitionAffordable Housing and Housing Stability $35,000

Salvation Army, BeverlyEmergency Assistance $35,000

Society of St. Vincent de Paul, St. Mary’sEmergency & Family Assistance $27,000

Society of St. Vincent de Paul, St. John’sEmergency & Family Assistance $12,000

Wellspring HouseAdult Education $17,000

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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.

HEALTH

NSUW ALLOCATIONS COMMITTEE

TEAM FOR HEALTH

Larry Albert Rosemary Costello

David FlynnCynthia FunchionGrace Giambanco

Jack GoodKim LawrenceRenee Libro

Corinne LippieBabette LoringDebbie MarcusKaryn MartinGini MazmanJulie Nelson

Derek PollardPeg RenyJim Rich

Chris ShimkinRich Weissman

NSUW DISCRETIONARY GRANT

COMMITTEE

Brad ClarkAnn Noble-KileyNancy Palmer

Brandon RuggieriChris ShimkinMargo Casey

DISCRETIONARY GRANTS

AGENCY GRANTS AIDS Action CommitteeHIV/AIDS Case Management $32,000

HAWCCape Ann Outreach Program $30,000

Health QuartersConfidential HIV Testing and Counseling $10,000

North Shore Health ProjectWellness Program $16,000

The Open DoorFood Pantry $25,000Meals Program $10,000Mobile Market $15,000

VNA Care Network & HospiceCare for the Underserved $48,000

AGENCY GRANTS Birth to Three Family Center $5,000

Catholic Charities North $3,000

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

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NSUW GOAL: To increase the percentage of low-income youth and adults with access to healthy eating, health care and safety at home.

NSUW GOAL: One-time Discretionary Grants for emergency needs or seed support for innovative programs.

North Shore United Way is a gateway to volunteer opportunities on the North Shore.

Business Meets CommunityThis program links a company and its employees to meaningful volunteer opportunities helping local children, youth and families.

Grant ReviewOver 60 volunteers lend their time from November through March to help NSUW review and assess annual grant applications to the North Shore United Way.

Family Community Service ProjectNSUW organizes opportunities for parents to volunteer together with their children for one-time, age appropriate projects at local agencies.

Women in ActionWomen in Action volunteers support local programs that are geared towards helping increase access to nutritious food and physical activity for underserved children and their families.

WOMEN IN ACTION GRANT COMMITTEE

Nancy Bildner Betsy Brown Margo Casey Mimi Delcuze Edith Gregory Corinne Lippie Babette Loring

Ann Noble-Kiley Derek Pollard Sue Philbrick

Scottie Robinson

WOMEN IN ACTIONVOLUNTEER OPPORTUNITIES

2012 NORTH SHORE UNITED WAY WOMEN IN ACTION GRANTS

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

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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.

On June 2, 2012 the North Shore United Way’s Family Community Service Project brought parents and their children together at the Glen Urquhart School greenhouse to volunteer

with The Food Project. This hard working group of families started 4,864 seedlings, while learning about what they can do

to help build a more just food system.

“Funding from North Shore United Way Women in Action has allowed us to widen the network of Gloucester families who are growing their own food and ‘greening’ their neighborhoods. With the support of Women in Action, we will meet our goal of increasing access to fresh vegetables for low- to moderate-income families.” Lara Lepionka, Backyard Growers Coordinator

THE LIGHTHOUSE COMMITTEE

John F. Donovan, Jr., Co-ChairPeter Tarr, Co-Chair

Gregory ChinWilliam F. Dore, Jr.Richard FitzpatrickMark W. JohnsonVictoria Macmillan

Diana Brown McCloyR.T. Paine Metcalf

Bryan A. RiehlChester A. ShumanPeter R. Townsend

Seth C. Ward

EMERITUS

Caleb Loring IIIBinkley C. Shorts

Gilbert L. Steward, Jr.

Mary G. PumaHonorary Campaign Chair

2011-2012 TOCQUEVILLE DONORS

THANK YOU TO OUR DONORS

THE TOCQUEVILLE SOCIETY

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.

Mr. & Mrs. William DevereauxMr. & Mrs. Hollis French IIIMr. & Mrs. Bartlett R. Geer

Ms. Mary G. Puma & Mr. Elvind G. Lange Mr. Caleb Loring, Jr.

Mr. & Mrs. Gregory L. PellegrinoLeslie S. Ray

Mr. & Mrs. A. Heaton RobertsonMr. & Mrs. Binkley C. ShortsMrs. Gilbert L. Steward, Jr.

Mr. & Mrs. Campbell StewardMr. & Mrs. Steven TadlerPeter Tarr & Gail Nelson

Mr. & Mrs. Joseph F. TrusteyMr. & Mrs. Ernst von Metzsch

(3 Anonymous Gifts)

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.FUNDRAISING AREA

BEVERLY

ESSEX

GLOUCESTER

HAMILTON

IPSWICH

MANCHESTER

ROCKPORT

WENHAM

SPECIAL ACCOUNTS

SPECIAL EVENTS

TOTALS

AMOUNT RAISED

$378,616

$15,225

$139,295

$68,686

$64,014

$143,168

$38,385

$90,156

$296,391

$14,078

$1,248,014

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2012 GOAL: $1,263,222.90

WOMEN IN ACTION $30,625 Included in above figuresNSU

W2011-2012 CAMPAIGN REPORT

NSU

W THANK YOU TO OUR DONORS

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THATCHER’S ISLAND TWIN LIGHTHOUSES$5,000 TO $9,999

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

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

Mr. & Mrs. Donald E. AugustMr. & Mrs. Allan H. CohenMr. & Mrs. J. Linzee CoolidgeMr. & Mrs. Robert CrandallDr. & Mrs. Richard J. FitzpatrickMr. & Mrs. Kenneth HanoverMr. & Mrs. E. Miles HerterMr. & Mrs. Mark W. JohnsonMr. & Mrs. Thomas JohnsonMr. & Mrs. Caleb Loring IIIMr. & Mrs. Peter B. Loring

Mr. & Mrs. Francis McNamara IIIMr. & Mrs. Wilhelm MerckMr. & Mrs. Garlan MorseMr. & Mrs. James V. NyceJoanne Holbrook PattonMr. & Mrs. Judson P. Reis, Jr.Mr. & Mrs. William ShieldsMr. & Mrs. Chester A. Shuman, Jr.Mr. & Mrs. Seth C. Ward(1 Anonymous Gift)

Mr. & Mrs. Thomas B. AnthonyMr. & Mrs. David Arnold, Jr.Gordon Baird, Jr. & JoeAnn HartMr. & Mrs. Scott BeyerMrs. Charles S. Bird IIIMr. & Mrs. Thomas BishopMr. & Mrs. John M. BradleyMr. & Mrs. Roger BrandKevin J. BrewerMr. & Mrs. Robert E. Brooker, Jr.Dr. Joan E. Brooks & Dr. James I. GarrelsMs. Dorothy A. BrownMs. Martha F. BrownMrs. Eustace BuchananMr. Samuel Cabot IIISteven C. Carhart & Martha C. FarmerChristine C. CarsmanMr. Chester ClarkMr. & Mrs. Harold W. CoggerAtty. & Mrs. John D. ColucciMr. & Mrs. Wendel W. CookChristopher H. & Bonnie G. CovingtonMr. & Mrs. Albert Creighton, Jr.Mr. & Mrs. Gregory CrockettMrs. Helen DanforthMr. & Mrs. Jay DawsonMr. & Mrs. David de SieyesMr. & Mrs. Craig H. DeeryMr. & Mrs. Brian DitchekMr. & Mrs. Steven B. DodgeMr. & Mrs. John F. Donovan, Jr.Mr. & Mrs. William F. Dore, Jr.Neiland & Priscilla DouglasMr. & Mrs. Thomas DuffMr. & Mrs. Steven R. DunstanMr. William D. Duryea IILynnette C. FallonMarvin FarleyMr. & Mrs. Charles FavazzoMr. & Mrs. Stephen J. Feron IVMrs. Reginald Foster IIIMr. & Mrs. Donat A. FournierMr. & Mrs. Michael FriezeMr. & Mrs. Joseph Gal

Mr. & Mrs. Justin E. GaleMr. & Mrs. Benjamin H. GannettMark Glovsky & Livia CowanMr. & Mrs. John GlovskyMr. & Mrs. John Good IIIMr. & Mrs. Richard R. GourdeauLuis GranjaMr. & Mrs. Thomas GrantMr. & Mrs. Paul R. GudonisDr. & Mrs. John M. GurleyMr. & Mrs. Henry Haight IVMr. & Mrs. Joseph W.HaleyMr. & Mrs. Peter HerseeMr. & Mrs. Galen HoMr. & Mrs. Arthur C. HodgesMr. & Mrs. Thomas C. HooperMr. & Mrs. William F. HowardMr. & Mrs. Timothy A. IngrahamMr. & Mrs. Robert W. IrwinMr. & Mrs. Harold JonesMr. & Mrs. Gary R. KanebDr. & Mrs. Tasso KaperMr. & Mrs. Stephen G. KasnetMr. & Mrs. William J. KneiselMr. & Mrs. Robert M. KnowlesMr. & Mrs. William T. Kozak, Jr.Dr. & Mrs. Edward E. KrukonisMr. & Mrs. Henry G. LaphamJohn Lechner IV & Mary HigginsDr. & Mrs. John S. LedbetterW. Brewster Lee & Victoria WestMiss Susan G. LoringDonald J. LynchMr. & Mrs. Michael MaginnRobert J. MahoneyMr. John J. MaihosMr. & Mrs. A. Walker MartinMrs. Constance MasonMr. & Mrs. Andrew T. MauckThomas J. McBryan IIIMr. & Mrs. William C. McConnell IIIMr. & Mrs. J. Nelson McLeanMr. & Mrs. Pete MichaelsMr. & Mrs. Richard Mooney

Mr. & Mrs. Joseph MuellerMr. & Mrs. Kenneth J. NovackMr. & Mrs. Ford O`NeilMr. & Mrs. Richard Olney IIIMr. & Mrs. Joseph PalmerMs. Susan PaysonMr. & Mrs. John PetrouBarrett & Lydia PettyMr. & Mrs. Samuel S PhilbrickMrs. Sydney W. PhillipsMr. Anthony PicanoMr. & Mrs. Robert P. PittsMr. & Mrs. George PutnamMr. & Mrs. George Putnam IIIMr. Charles RaymondMrs. Diana RichardsonPeter W. & Lucy RobbinsDenis A. RobitailleMr. & Mrs. Darren RossMr. & Mrs. Edward S. RowlandMr. & Mrs. George S. ScharfeMr. & Mrs. David W. ScudderMrs. Barbara SearsMr. & Mrs. John R. Serafini, Jr.Mr. & Mrs. Keith C. ShaughnessyMr. & Mrs. Thomas A. ShieldsMr. & Mrs. Ronald L. SkatesMr. & Mrs. James SmeallieMary L. SmithMr. & Mrs. Richard W. SouthgateMr. & Mrs. Donald Sudbay, Jr.Mr. & Mrs. John SutyakMr. & Mrs. Carl V. SwansonMr. & Mrs. James E. ThomasRichard Thorndike IIIMr. & Mrs. William Van FaasenMaureen & Bill WeihsPaul WhalenMichael WheelerMs. Hope W. WigglesworthMr. & Mrs. Duncan Wilkinson(1 Anonymous Gift)

Mr. & Mrs. Edward G. AndersonMr. & Mrs. James S. AnsaraMr. & Mrs. David BaerBooth Charitable Lead UnitrustMrs. Elana BrinkMr. & Mrs. Richard J. BroderickMr. & Mrs. Gregory L. ChinMr. & Mrs. Henry W. CookAlbert M. & Sarah H. Creighton IIIMr. & Mrs. James D. DawsonMr. & Mrs. Edward DeRocheMr. & Mrs. Robert DuffyMr. & Mrs. Derek Heaslip

Mr. Terrence P. Kennedy Mr. & Mrs. James P. MacmillanMr. & Mrs. R. T. Paine MetcalfMs. Pauline M. PikeMr. & Mrs. Henry H. Porter, Jr.Mr. Arthur N. RyanMr. & Mrs. John W. Thompson IIMr. & Mrs. Gerard TownsendMr. Peter R. TownsendMr. & Mrs. Peter P. TwiningMr. & Mrs. Oliver F. WadsworthMr. John C. Walsh(1 Anonymous Gift)

NSU

WTHANK YOU TO OUR DONORS

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COMMUNITY FRIENDS$100 TO $999

Mr. John FinnMs. Bonnie FlemingLucinda FoleyMr. & Mrs. Thomas FordMr. & Mrs. Richard J. ForsleyLiz Fragola & Nicholas SenzamiciBeth FrancisMr. & Mrs. Hollis FrenchMarion M. FrostMichael J. FurnariMr. & Mrs. Anthony FuscoMr. & Mrs. David GaffneyKari Scott GaleMr. & Mrs. Charles W. GardinerMr. & Mrs. John L. GardnerMrs. Lucille GatchellDr. Jonas Gavelis & Ms. Bonnie SylvesterMrs. Joel GibbsMs. Gisele GirardMr. & Mrs. John GlessnerMr. & Mrs. Alexander S. GlovskyMrs. Natalie GlovskyMr. & Mrs. Ernest L. Godshalk IIIMr. & Mrs. Douglas R. GoodingMr. Scott GorkeMr. Daniel S. GreenbaumMrs. Raymond C. GreinMs. Karuna GuptaMr. & Mrs. L. Carl GustinMr. & Mrs. James B. HarrisMr. & Mrs. Whitney HatchMr. & Mrs. Richard S. HauckMr. & Mrs. Richard HayesJohn D. HeinzmannMr. & Mrs. Thomas HelmingDonald F. HerdegDr. & Mrs. James S. HewsonMr. & Mrs. Brian T. HinesMr. Jonathan B. HodgesMr. & Mrs. Donald L. HodgmanKen & Ruth HohenseeMr. & Mrs. George E. HoweEleanor M. HoyMs. Mary G. HullMr. & Mrs. Thomas HuppuchMr. & Mrs. John HussBeverly & William JaquesRobert & Patricia JohnsonMr. & Mrs. Stephen J. Jones, Jr.Mr. & Mrs. Richard JonesMr. & Mrs. Mark KaganDr. Albert A. KalustianMr. & Mrs. Frederick Kauders

Dr. Robert AckermanHon. & Mrs. Samuel AdamsMr. Larry AlbertMr. & Mrs. Amory Aldrich, Jr.Mr. & Mrs. Herbert K. AllardMr. Ronald L. AlpertMr. & Mrs. Sanford AnsteyViolet M. AppleMr. & Mrs. Ernest AshleyMr. & Mrs. T. Neale AttenboroughTimothy & Lauren AverillMrs. Neil R. AyerMr. Randy AyerMr. & Mrs. Thomas BabsonMr. Michael BairdMr. Robert BakerMr. & Mrs. Duncan BallantyneMr. & Mrs. Jeffrey BarlowDr. & Mrs. Bryant BarnardMr. & Mrs. Dennis BarousDr. & Mrs. Stephen A. BarrandMr. & Mrs. Kevin BarryMr. & Mrs. J. Martin Benchoff, Jr.Mr. & Mrs. Leo F. BermanMr. & Mrs. David A. BernardDeborah BernierMichael BerryMrs. Benjamin D. BeyeaMr. & Mrs. James BildnerMr. & Mrs. Bailey J. Bishop, Jr.Ms. Jennifer BissettMr. & Mrs. George BlagdenMs. Louise F. BlodgetMr. Robert BonazoliBonneville DesignPatty Brennan & Joe DemeoMr. Mark BrislinThomas Brown & Mimi Batchelder-BrownMrs. Kristen BrownMr. & Mrs. Michael BrownDr. Richard E. BrownMr. Shepard BrownMr. & Mrs. Erich C. BuddenhagenThomas Burger & Andree` RobertVirginia BurkeMs. Maria BurnhamMr. & Mrs. John E. BurnsMr. & Mrs. Gary BushMr. & Mrs. Samuel T. ByrneMr. & Mrs. John L. CabotMr. Donald CanfieldMr. & Mrs. William CantyDr. & Mrs. Frank S. Carbone

Georgina & Neal Keefe-FeldmanRobert W. KelleyKenneth KessarisRobert T. KidderMrs. Elizabeth KingThomas & Mary Ann A. KleinMr. & Mrs. Bernard KoechlinJohn & Phyllis KrennMr. & Mrs. Roger KuebelMr. & Mrs. Miles A. KulukundisMs. Julie LaFontaineDr. Peter J. LappinMr. David LawsonMary Lee LeggettMr. & Mrs. Russ LiddleMr. & Mrs. Paul D. LittlefieldMr. George C. LodgeMr. & Mrs. Henry S. LodgeMs. Rosemary LoringMrs. William Loring, Sr.Mrs. Joseph LovejoyMr. & Mrs. Gregory P. LucasMrs. John A. LynchMr. & Mrs. G. Fred LyonMr. & Mrs. Peter W. MacEwenFaith MagounMrs. Maureen MaierMr. & Mrs. Jacek MakowskiMr. & Mrs. William T. MaloneyWendell & Gloria T. MasonBarry & Carol MawnTracy Mayor & Tom SchmidtGini MazmanDiana McCloyMr. & Mrs. Gardner V. McCormickDr. & Mrs. W. Scott McDougalPriscilla McKinnonMr. & Mrs. Robert McLaneMoira McLaughlinEdward McMillanMr. & Mrs. John McWaneAlice T. MillerLeslie MooreMr. & Mrs. Carl MooresMartha Morgan & Dan OttenheimerMr. & Mrs. Hewitt MorganMr. & Mrs. Charles A. Morss, Jr.Ms. Christine MortonMr. & Mrs. Peter H. MortonMr. & Mrs. Frederick Moseley IIIMr. & Mrs. Jeffrey S. MurphyCaron NardiMr. Joseph R. NardoneMr. Robert W. NasonMr. & Mrs. Brian NelsonMr. & Mrs. William NelsonAnn Noble-KileyMr. Richard NortonMr. Richard O`DwyerMr. & Mrs. Gilbert O`NeilMr. & Mrs. Arthur J. Oberheim

Karen & Kevin CarneyAnne Babson CarterMr. Philip ChalmersMr. & Mrs. Nathaniel ClappRev. Brad ClarkMrs. Leigh ClarkMartha E. ClarkDr. & Mrs. Walter B. ClaytonDr. & Mrs. Francis X. ClearyMr. & Mrs. Samuel CleavesBruce & Michelle CoatesMr. & Mrs. Ferdinand Colloredo-MansfeldMrs. James D. ColtMr. Roger CorbinRosemary CostelloMr. & Mrs. Arnold CowanMr. Peter CreightonMr. Chris CullenMr. & Mrs. Robert W. CunninghamMr. Timothy A. CunninghamMr. & Mrs. Daniel DaleyMr. & Mrs. James DaviesAndrew O. DavisHarriet DavisMr. & Mrs. Nicholas de SherbininMr. & Mrs. David DearbornMr. & Mrs. Hughes DelaforcadeMr. & Mrs. Frank S. Deland IIIMimi DelcuzeMr. & Mrs. Alfred DescenzaMs. Melissa A. DimondA. Winslow DodgeMr. & Mrs. Christopher T. DoktorRev. & Mrs. Michael DudaBrian & Patricia DuncanMr. Charles M. DuvalMr. & Mrs. Michael DyerDr. & Mrs. Paul EarlMr. & Mrs. Wesley H. EatonEdwin E. EcklMr. & Mrs. Thomas EddySteven & Robin EllisChristopher & Faith EmersonMr. & Mrs. Robert W. Emmons, Jr.Mrs. William R. EppelMs. Adele Q. ErvinMr. & Mrs. Hans H. EstinMs. Diane FaisslerMr. & Mrs. Scott I. FalkMr. Richard FatesMr. & Mrs. Jamie FayMr. & Mrs. C. Conway Felton IIIMrs. Cornelius Felton

Mr. & Mrs. John OlsonRichard B. OsgoodMrs. Richard OstbergMr. & Mrs. Alexis PappasMr. & Mrs. David ParryMr. & Mrs. Stephen ParsonMr. Anthony PearsonMs. Jennifer PearsonMr. & Mrs. Paul F. Perkins, Jr.Katherine PessinMr. & Mrs. Peter PhilipMr. & Mrs. Henry P. PhippenMs. Joanna L. PhippenMr. & Mrs. Richard D. PhippenMr. & Mrs. John PingreeMr. & Mrs. Richard B. PinoMr. Morley L. PiperKathy & Sunil PrasadDonald PrestonEllen PrestonDr. Ronald C. Pruett Lawrence J. PszennyMr. & Mrs. James Q. PurdySusan & David ReadMrs. Edmund ReinhalterMargaret RenyMr. & Mrs. Mark RenziCathy RiccioMr. & Mrs. David L. Richardson IIIMr. & Mrs. Bryan RiehlMr. & Mrs. Paul RobichauTimothy & Lisa RobinsonBill & Scottie RobinsonMr. & Mrs. William RogersMs. Patricia Ann RooneyMr. & Mrs. Melvin RosenblattMr. & Mrs. James RuaneAtty. & Mrs. Brandon RuggieriFrederick P. RuzanskiMr. Anthony B. SandoeMr. & Mrs. Bill & Louise Scanlon, Jr.Mr. & Mrs. Darvin SchanleyBetty SeagraveBarry Jay SeltserAtty John R. Serafini, Sr.Mr. Chris ShimkinMr. & Mrs. Edward Shotwell IVMrs. Teresa SilvermanWes Slate & Georgia BillsMr. Robert SmallmanDerek A. SmithMrs. Walter SmithDr. & Mrs. Carl A. SoderlandMr. Armand SoucyMrs. Chris SouliosMr. & Mrs. Norman SpectorMr. & Mrs. Vincent St. OngeMr. & Mrs. David StandleyMr. & Mrs. Joseph StanislawMr. & Mrs. Ian StrachanMrs. Henry S. Streeter

Mr. & Mrs. Donald E. Sudbay, Sr.Mr. & Mrs. Richard J. SullivanMr. Barry SullivanMs. Nancy SullivanMr. & Mrs. Thomas TanousEleanor ThompsonMr. & Mrs. Frederick ThorneMrs. George TozerWilliam A. VachonSarah & Tom ValeoSamuel VaughanMrs. Stephen VernonMs. Teri VienotMr. & Mrs. Ralph VogelBruce & Deborah Gardner WalkerMr. & Mrs. Thomas S. WalkerMs. Gin WallaceMr. & Mrs. Stephen H. WarhoverRobert K. Weatherall Daniel & Lisa WebbMrs. Arthur D. Weekes IIIPaul WeinbergMr. & Mrs. Barry WinerMr. & Mrs. Christopher WeldMr. & Mrs. Mark WeldDr. Merle E. WelshMr. & Mrs. Peter M. Whitman, Jr.Mr. Benjamin J. WilliamsMr. & Mrs. Peter WillisMr. & Mrs. Richard WilsonMr. & Mrs. John F. WinchesterMr. & Mrs. Stephen H. WarhoverMr. & Mrs. Stephen H. WarhoverRobert K. Weatherall Daniel & Lisa WebbMrs. Arthur D. Weekes IIIPaul WeinbergMr. & Mrs. Barry WinerMr. & Mrs. Christopher WeldMr. & Mrs. Mark WeldDr. Merle E. WelshMr. & Mrs. Peter M. Whitman, Jr.Mr. Benjamin J. WilliamsMr. & Mrs. Peter WillisMr. & Mrs. Richard WilsonMr. & Mrs. John F. WinchesterMr. & Mrs. Frederic WinthropMrs. Daniel WiseJoan WitteMr. & Mrs. Oliver Wolcott, Jr.Mrs. Fraley D. WrightMr. Lee YaffaScott & Julie YoungMr. Michael S. Zarbo(16 Anonymous Gifts)

NSU

WFINANCIAL STATEMENTCORPORATE AND EMPLOYEE DONORS

18 19

FINANCIAL STATEMENT FOR THE 2011-2012 CAMPAIGN

ENDOWMENT FUND BALANCES(AS OF JUNE 30, 2012)

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.

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.

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.

2011-2012 CAMPAIGN CONTRIBUTIONS $1,254,612

LESS: COLLECTION LOSS 46,704 $1,207,908

ENDOWMENT INCOME 16,402

FUND RAISING EXPENSES 164,613

NET REVENUE 1,059,697

MEMBER AGENCY ALLOCATIONS 867,051

DISCRETIONARY GRANTS 26,576

WOMEN IN ACTION GRANTS 30,476

COMMUNITY SERVICE EXPENSES 106,449

MANAGEMENT AND ADMINISTRATION EXPENSES 51,883

UWW DUES 9,903 1,092,338

NET INCOME (LOSS) (32,641)

NSUW ENDOWMENT FUND $743,003 SMITH FAMILY FOUNDATION 113,455 $856,458

CHAIRMAN’S CIRCLE- $10,000 OR MORE

Axcelis Technologies, Inc.CFC (Federal Employees)Danversbank Charitable FoundationEBSCO PublishingFisher & Fuel Society of BeverlyG.E. Good Neighbor FundGorton’s Inc.National GridNortheast Health System (Beverly Hospital)Oak FoundationPeople’s United BankSudbay Motors

PLATINUM PILLAR- $5,000 OR MORE

Beverly Cooperative BankComecc (State Employees)Communication & Power IndustriesEastern Bank Charitable FoundationMiddlebrook/Holyoke InsuranceNancy Millet FundNortheast ArcRockport National BankTD Banknorth & TD Charitable Foundation

GOLD PILLAR- $2,500 OR MORE

Blue Vase Marketing LLCCape Ann Savings BankComcastCSL InternationalCummings FoundationForest FoundationNortheast Behavioral HealthVarian Semiconductor EquipmentWBOQ North Shore 104.9 FMWeir Valves and Controls

SILVER PILLAR- $1,000 OR MORE

Appleby & Wyman Insurance AgencyBeverly Rotary ClubCity of Beverly EmployeesHealth QuartersNorth Shore United WayPathways for ChildrenRotary Club of GloucesterSterling Insurance Agency, Inc.Suez LNG NA LLCThe Open DoorVNA Care Network & HospiceYMCA of the North Shore

BRONZE PILLAR- $500 OR MORE

Beverly Bootstraps Community ServicesCape Ann Marketplace RealtyCatholic Charities NorthCreative CateringHAWCJohnson, O’Connor, Feron & Carucci LLPLeslie S. Ray Insurance Agency, Inc.United Health Group

FRIENDS- $100 OR MORE

American Red Cross of Northeast Mass.Beverly Children’s Learning CenterBuilding Center/GloucesterC.B. Fisk, IncChildren’s Friend & Family ServicesCorliss Brothers, Inc.Dick & June’s, Inc.Eagle TribuneF.W. Bryce, Inc.Gloucester City HallMarcus Financial AdvisorsMulry Realty TrustNorth Shore Health ProjectRose Ellen MackeyStrongest Link AIDS ServicesThe Liquor LockerWellspring House

NSU

WNORTH SHORE UNITED WAY

248 CABOT ST. BEVERLY, MA 01915P. 978.922.3966 OR 978.281.1485

F. [email protected]