2019 DONOR REPORT

Your support allows us to achieve our mission of providing resources to help maintain and expand 4-H programs in Massachusetts to grow the next generation of leaders and

innovators who are prepared to succeed in life and career. Thank you.

Dear Massachusetts 4-H Family and Friends:

I am honored to present to you the 2019 Donor Report of the Massachusetts 4-H Foundation. Thanks to the individuals, companies, and foundations named in the Report, the Foundation made great strides this past year in growing the unrestricted annual giving program while also increasing gifts to the permanent endowment.

The Foundation Board decided to emphasize annual giving in 2019 to generate more unrestricted dollars for current use in 4-H programs. The Annual Fund, net proceeds from the golf tournament and online auction, and grants that are not restricted to specified purposes comprise annual giving. The funds raised are used exclusively for 4-H programs. In 2019, annual giving grew to just over $162,000 from approximately $120,000 in 2018, a 35% increase.

The 2019 Annual Fund, with increased attention and participation from the Board, the catalytic $15,000 Challenge Match authored by five Foundation past presidents, and generous contributions by many loyal members of the 4-H family, accounted for approximately $88,200, a 70.5% increase over the 2018 Annual Fund. The year-end Challenge Match generated new and increased gifts to the Annual Fund totaling just over $17,000 from 100 members of the 4-H family.

Endowment giving exceeded the Trustees’ expectations in 2019. Over 60 different donors made gifts totaling almost $75,000 to seven funds. Included in those numbers are gifts from 44 donors who contributed to the Joe Major Sunny Rock 4-H Fund. That fund was established in 2018 to honor Joe Major, the founder of Sunny Rock 4-H Club, and his 40 years of service.

As I write this, Massachusetts citizens are firmly in the grasp of COVID-19. Due to the pandemic, face-to-face 4-H programming has ceased for the time being. Despite this, 4-H leaders and Educators remain actively engaged (from home) in developing creative ways to offer virtual programming and are planning for the day when we may safely emerge from our quarantine and reengage fully with 4-H clubs and activities.

At the Foundation, we are coordinating with UMass to respond to new and evolving funding needs and continuing our work to secure contributions from individuals, companies and foundations to support 4-H in 2020 and beyond.

With my deepest respect and gratitude,

Steven E. BorgesonPresident, Board of Trustees

2019 MASSACHUSETTS 4-H FOUNDATION FUNDRAISING SUMMARY

The Massachusetts 4-H Foundation is an independent non-profit 501(c)(3)

organization committed to the enrichment and advancement of 4-H youth development

programs throughout the Commonwealth. Established in 1955, the Foundation

generates and provides resources to help expand the 4-H program in Massachusetts.

UNRESTRICTED GIVINGAnnual Fund $88,176Events $49,412Grants $24,500

RESTRICTED GIVINGEndowment Gifts $74,820Grants $5,508

With your help, the Massachusetts 4-H Foundation is proud to have provided $1.47 million

to 4-H programming over the past 5 years!

2 2019 Donor Report |

2019 MASSACHUSETTS 4-H FOUNDATION FUNDRAISING SUMMARY

The following individuals, corporations, and foundations made gifts to the

Massachusetts 4-H Foundation in the year ended December 31, 2019. Thank you.

EMERALD CLOVER CLUB $5,000 OR MORE AnonymousCary CorkinJoseph M. Hamilburg Foundation++C. Bruce JohnstoneRobert Macleod++Lois McCallin++Mutual One Charitable FoundationRichard Saltonstall Charitable FoundationRobert Lloyd Corkin Charitable FoundationThe Beveridge Family FoundationDudley Willis**

Kathy Adams**++AnonymousDaniel Antoniou**Jim Baird++Anne BasilierePaula and Peter Bentinck-Smith**++Robert and Jared Blasi++Steven Borgeson**Charles Sanders TrustThomas Darr*++Susan Dennen and Paul Sullivan++Eastern States ExpositonElizabeth Eldredge and

George AlexakosGeorge Fiske**Nancy Garrabrants**Anne Kiessling and Steven Hagan**Mark and Patty Howe**Mary Jane Jordan**Joseph W. & Faith K. Tiberio Charitable FoundationKane Industrial Trust++ Charles McColough**Deana McPherson**Cornelia RobertsDebra Samuels++Gary Shepherd Eugenie Sullivan and John Gassmann++Taunton Municipal Lighting PlantStephen and Joan Verrill**Patricia Walrath**Worcester County 4-H Fair Committee++

BRONZE CLOVER CLUB$250 TO $499Andrew Bacevich++Bell & Hudson Insurance Agency++John and Rosemary BurnettLorenzo Cabantog and Hayley Trahan-Liptak**Cape Cod 4-H Advisory Committee David and Vickie CheneyLaurie FlanaganBenjamin GattiJames and Donna LambrechtsChristopher NicholsDavid NimsTheresa Taylor, DVM*++Lanea Tripp

GREEN CLOVER CLUB$100 TO $249Ron and Deborah Alkalay++Dana AltobelliBeverly AtwoodHeather Baird++Georgia BarryMary BartlettEdward BarwickiDaniel and Maureen BelsitoMichael Bentinck-SmithJane BihldorffAmi Blaszkowsky++Jason BurbankJoanna BurnsEdward and Nancy ChuteRobin ClappGeorge and Alice Cofsky++

Pamela ColeLinda and Thomas ConnellyJoseph ConnollyPamela CotheyNancy Curran++Philip and Lois Czachorowski++William DaleyRobert and Lois DanielsCarol and Steven DaviesCheri Dennett++James and Patricia De ZutterFaith and Peter DiemandJames Doane and Elizabeth PerryG. Nelson and Susan EbyEmerald Acres, Terence BootsLuke FabbriAlice FieldJay Field++Christine FowlesThomas FroeschleRachel and Donald GallantMike and Mary Garrity++Harriet GilmanEllen Golden++Wendy GoldringVicki Haggerty++George Hatch, Jr.Elizabeth HestnesCharron and Michael HoltzmanDavid and Cheryl HopsonC. William Howland Barbara and Robert HubbardSherrill HunnibellKeith and Harriet Hutchins, The Flower HutchAndrew KingPhilip and Marilyn KnowlesRuth LandryRobert and Eugenia LapalmeDenise and Denis LeBlancPam LeFaveJohn and Annette Lee*Charles and Ann Leonard Patty and Jeff LeonardJoseph Li++Jane LowellLeroy and Toni MaloufSkipper ManterBetti and Arthur MartinDavid and Laurel MartinShirley Mietlicki-FloydJennifer and Brad MoyerNormandy Farms Family Campgrounds, Inc., Albert DanielsNortheast Nursery, Inc., Andrew CotreauTimothy NourseDenise and James O’Leary++Christin and Walter OneschukFrank PanekDavid ParsonsChester D. and Dorothy Peirce

Nicholas Barishian**Todd and Terri BrownLouise Donahue**Mark England++Sherrie Guyott++Harvard Pilgrim Healthcare FoundationJudith JewettDavid Lehman**Mary McBrady*Barclay Morse*The Honorable Gary Nickerson*Kim PondAshley Randle**Gail Schustek++Dana ShawWayne Smith*Cindy and Robert Trahan-LiptakPriscilla and Alan Walker*Dena Willmore and Martha ThurberGregory and Barbie Woolf++Julie Zupan and Joseph Meszler++

SILVER CLOVER CLUB$500 TO $999

GOLD CLOVER CLUB$1,000 TO $4,999

**Indicates Trustee *Indicates Corporator++ Includes a gift to endowment fund

Mark and Wendolyn AbramsonJeanne and Robert Adler++Jaime Adler++Pamela AistDonald AlbertDonna AndersonRonald ArcherEllen ArnoldMichelle Baird++Barbara and Robin Bak++Russell and Emily BancroftBob BardwellKarla and Glenn BarrowsJanet Bersani and Richard HansenFrank BinghamGerald Bissi Scott BlaufussDeborah BockPauline BoisseauJennifer Boyd Peter and Mary BradyHarry BrownRalph and Suzanne BurgessJohn and Jonna BurnsRichard BurtAnita BuschKate Caskin Martha CasassaKate CaskinRichard and Babetta Castle-WalshPeter ChamberlainMarilyn ChambersLucinda ChildsJoyce ChristinoRick and Cynthia Cimo++Frederick and Janice ClarkNanette ClarkJames ColemanCollins-Lambert FamilyMichael and Joan ConnorKaren Ann Consolati

Joan CorellRobert CoxLouis and Marilyn CozzensRalph CrowellDavid CurtissLinda CyszLaura Darr++Jonathan DavisLucy DecheneErin DeCosteDonald and Elizabeth DesrochersJulie Doyle++Kenneth and Joan DuchiCarol EngelErickson CranberriesFabiano Oil CompanyStephen FellersSara FiebergDanielle Fitzpatrick++Ellen and William Fleming++Bertrand ForestMarjorie FreemanSophie Frishkopf++Marlene GardnerPeter and Carol GaucherJanice GayMargaret GibbsLisa GiddensGlenn GoerkeCarolyn GreenbergRobert and Judith GregoryJames and Denise Hanlon++Jean Harmon++William and Victoria HartFlora HarveyRobert HarveyKim Henderson++Christopher HerrickPamela HowesErnest and Ellen HuberGeralyn HughesWilliam Kadish and Marie HobartRichard and Dianne Kazanjian Melissa KeysLorraine KiritsisKenneth KriedbergGail Kruss++Larry and Barbara Lajoie Stephanie LeonardEliyahu Levy and Debka Janak++Sheila LitchfieldChristopher and Marjorie LittleDawn Low++Enid LubarskyTerry and Cliff LupienDavid MannElizabeth Adams Marcus and Kurt Gombar++Santina MarquiisMargaret MarshNina MarshallEdwin and Nancy MartinJune MatthewsShari McBurney Thomas and Karen McCallWalter and Judith McQuiston Maryanne MihaiuStuart and Sandra MilnerLynne Montross

Kath MoodyMarilyn MooreSusan MyerowSuzanne NicolMay NobbsPatrice Nogueira Jerry NussbaumAlbert OgonowskiRobert ParrishJames and Kimberly PartridgeLoumona PetroffDavid PillE. Woodward PrintzRobert and Cynthia RamirezSteve Rapp++Wayne RenegarMarion ReynoldsEarle RickerRotondo FarmKristin RyanNancy SankusJess Sanna++George Sauer Allison Schnipper++Lyndon and Frances ScottWilson and Carol SewardAlice and Robert ShawDavid and Erika SheldonJohn and Marilyn SherrisAlan and Wilma SimcockHarold and Joan SimmonsSuzanne SlackDanielle SlightMorton SternheimKirk and Pamela SmithJack StandishAlicia SteeleDawn and Joseph SteimJohn Sterling**Donald and Ellen StilesJason and Martha StoneStorey Real Estate, Norman StoreyEllen StrausSunny Crest OrchardsKim ThayerMarilyn ThayerRichard TrippCynthia and Robert TrudeauPieter and Marie Van SlyckW.H. King Realty & AppraisalDarlene Welch**Barbara WellsBeverly WesterveldPeter WestonSusan WhalenRobert WhitcombSteven WhittemoreWilliam and Sally WilliamsElizabeth WilliamsPeter YappJean Zaniewski++Victor Ziemba

CLOVERBUD CLUBUNDER $100

Petersham Grange 95Christine Petrie++Janet and Gerald Pietsch Priscilla PikePhillip PlumleyColleen Puleo++Randall’s Farm Inc.Catherine Rizzitano++Dwight and Margaret RobinsonGregory ShenstoneCarl SimeoneStony Farm Realty, Gordon and Barbara MacPheeMary E. Stokes and Harvey WallerPeter ThomsonNicole Vaughan*Emily WadeRobert and Jacqueline WarrenPamela WeatherbeeCharles Webster++Jane WeirJames WilburRonald Yankee++

4 2019 Donor Report |

PRESENTING SPONSORSThe Entwistle Company Kane Industrial TrustKane Self Storage

HEAD SPONSORSMiddlesex Savings BankUnibank

HEART SPONSORSA.D. MakepeaceAlexandra PropertiesDaniel Antoniou**Avidia Bank Bedford Blueberry Goat Farm/Steven Hagan**Steven Borgeson**Sandra Caterine R.J. Curley & Sons Plumbing & HeatingNeedham BankNew England CabinetryVerrill FarmWalpole Cooperative Bank

HAND SPONSORSAmerican LegionPoulin GrainDavid Walsh**

HEALTH SPONSORSKathy Adams**Country Glass Co. Inc.Fletcher Tilton PCGrand ImageMain Street BankBarclay Morse*Murphy Insurance AgencyCornelia Roberts Priscilla and Alan Walker*

HOLE SPONSORS4-H Camp MiddlesexSusan Billings* Bond Construction CorporationBristol County 4-H Leaders AssociationCape Cod 4-H Advisory CommitteeCavicchio Greenhouses Cornerstone BankTim and Suzanne DevittE.H. Perkins ConstructionEast Middleboro 4-H Community CommitteeEssex County 4-H Advisory CouncilFranklin County 4-H AssociationNancy Garrabrants**Greater Boston Commercial Properties Sherrie GuyottHampden County 4-H Advisory CouncilHampshire County 4-H Advisory CouncilJ.P. Bartlett Co. Inc.JMW Scotia WoodworkingLazaro Paving CorporationCharles McColough**Middlesex 4-H Advisory CouncilNorfolk County 4-H Advisory CouncilOrchard Hill Assisted LivingPatriot Coating, Inc.Plymouth County 4-H Advisory Rockwell AmusementsSusan SladeThree Bell, LLCW. K. H. B., Inc.

2019 SHIRLEY KANE MEMORIAL GOLF TOURNAMENT

Worcester County 4-H Advisory CouncilWorcester County 4-H Center

FRIENDS OF 4-HHugo Ahn William and Nancy AmesKaren BarshefskyPatty and Jeff LeonardLeslie Saul & Associates James McManusPillar RealtyFrederic Winthrop**

4-H Camp Howe4-H Camp Leslie4-H Camp MiddlesexKathy Adams**Daniel Antoniou**Anthony’s Coal Fired PizzaB in Touch Massage TherapyBayside ResortBertucci’sBlue Man GroupBob’s Discount FurnitureSteven Borgeson**Boston BruinsBoston CrawlingBoston Red SoxBully Boy Distillery LLCBurton’s Grill & BarCaptain John BoatsCheesecake FactoryCoCo Key Water ResortDanforth Museum at FraminghamDavis Farmland and Mega MazeDeCordova MuseumDiscovery MuseumsLouise Donahue**Dracut ArtsCarol EngelEssex River Cruises & ChartersFoxwoods Resort and CasinoRichard GrayAnne Kiessling and Steven Hagan**Hancock Shaker VillageHardwick Vineyard & WineryHawthorne HotelHistoric DeerfieldRepresentative Kate HoganHoney Pot Hill OrchardsHyannis Whale Watch CruisesInstitute of Contemporary ArtIdylwilde FarmIsabella Stewart Gardner MuseumJillian’s Boston Johnny CupcakesJordan’s FurnitureJoy-Den’s JewelersJames and Jenny KaneJohn and Annette Lee*David Lehman**Patty and Jeff LeonardRep. Jack LewisKings Bowl America, LLCKlem Tractor Inc.Launch Family EntertainmentCharles McColough**Diane McGaryMinuteman Press MarlboroMohegan SunMulligan’s Miniature GolfNational Amusements TheaterNew England AquariumNew England Wild Flower Society

2019 AUCTION DONORS

MEMORIAL AND HONORARY GIFTSIn Memory of Karla Burrows and Family: Ellen Arnold

In Memory of Sonny Butler: David Pill

In Honor of Steven Borgeson: Deborah Harrison

In Memory of Patricia (Shank) Cabral and Christy Cannon: Cape Cod 4-H Advisory Committee

In Memory of Ruth Kaslikowski: Jennifer Boyd

In Honor of Scott Soder: Charron and Michael Holtzman

In Honor of Charron and Michael Holtzman: Scott Soder

In Memory of Maurice Arthur Kelley: Mary McBrady

In Memory of Mary Tacelli: Jane Weir

In Memory of Joyce Decker:Todd and Terri Brown

New Repertory TheaterNewport Craft Brewing & Distilling Co.Nicewicz Family FarmNourse FarmsOakwood Farm Christmas BarnO’Connors Restaurant & BarOld Sturbridge VillageO’Neil CinemasPaddle Boston Panera BreadPeabody Essex MuseumPilgrim Hall MuseumKim PondPutts & More Family Fun CenterRoche Brothers SupermarketRoll On AmericaSalem Witch MuseumScrubaDubSimms Fishing ProductsSenate President Karen SpilkaSpeakEasy Stage CompanySunny Rock Farm 4-H ClubThe Butterfly PlaceThe Charles HotelThe Freedom Trail FoundationThe Local Kitchen & DrinksThe Paint BarThe Patriots Hall of FameThe Preservation Society of NewportTotal Wine and MoreCindy and Robert Trahan-LiptakTreeTop AdventuresUrban AdventoursSteve and Joan Verrill**Wachusett MountainPriscilla and Alan Walker*Water WizzWegmansChris and Pam WillisHarry WildmanWright Touch MassageWorcester County 4-H Center X1 Boston

4-H ENDOWMENT TRUST

AGRICULTURE FUND $140,273Supports 4-H agriculture programs and activities

4-H ALL STARS FUND $12,464Supports camp and conference opportunities

Donors: Barbara and Robin Bak, Nancy Curran, Danielle Fitzpatrick, Vicki Haggerty, Jean Harmon

CLOVERLAND FUND $37,016Supports 4-H clubs

Donors: Peter Bentinck-Smith

HAMILBURG BABYSITTERS TRAINING FUND $23,026 Supports 4-H Babysitter Training. Currently $30,000 in pledges

Donors: Cape Cod 4-H Advisory Committee,Joseph M. Hamilburg Foundation, Debra Samuels

GARRIGAN MEMORIAL FUND $16,053Supports home economics programs, preferably in Middlesex County

GILBERT H. HOOD 4-H NUTRITION FUND $23,009 Supports healthy living programs

4-H Endowment Trust

JOE MAJOR SUNNY ROCK 4-H FUND $89,800Supports Sunny Rock 4-H in Sharon, MA

Donors: Jeanne and Robert Adler, Jaime Adler, Ron and Deborah Alkalay, Andrew Bacevich, Robert and Jared Blasi, Ami Blaszkowsky, Ricky and Cynthia Cimo, George and Alice Cofsky, Philip and Lois Czachorowski, Laura Darr, Thomas Darr, Cheri Dennett, Julie Doyle, Mark England, Jay Field, William and Ellen Fleming, Sophie Frishkopf, Mike and Mary Garrity, Eugenie Sullivan and John Gassmann, Ellen Golden, Wendy Goldring, Elizabeth Adams Marcus and Kurt Gombar, Sherrie Guyott, James and Denise Hanlon, Kim Henderson, Eliyahu Levy and Debka Janak, Gail Kruss, Joseph Li, Dawn Low, Robert Macleod, Lois McCallin, Julie Zupan and Joseph Meszler, Denise and James O’Leary, Christine Petrie, Colleen Puleo, Catherine Rizzitano, Jess Sanna, Allison Schnipper, Gail Schustek, Susan Dennen and Paul Sullivan, Theresa Taylor*, Charles Webster, Gregory and Barbie Woolf, Jean Zaniewski

KANE FUND $71,248Supports Visual Presentations programs

Donors: Kathy Adams,** James Kane, Kane Industrial Trust

TENA B. KLEIN FUND $44,854Supports 4-H volunteer leaders

KENT LAGE LEADERSHIP FUND $6,236Supports leadership opportunities for 4-H youth

CAROLYN C. LANE FUND $22,257Supports 4-H horticulture programs

ELIZABETH T. AND CHARLES H. MCCOLOUGH FUND $12,952Supports 4-H programs (preferably in Middlesex and Norfolk counties) and Foundation operations

MASSACHUSETTS SOCIETY FOR PROMOTING AGRICULTURE $136,079Supports 4-H agriculture programs

MEGHAN C. RILEY PLYMOUTH COUNTY FUND $17,501Supports 4-H programs in Plymouth County

Donors: Elizabeth Eldredge and George Alexakos

The 4-H Endowment Trust holds Foundation gifts that have been directed by donors to be endowments in support of the Foundation’s mission. The principal of an endowment fund is held in perpetuity by the Trust, and a small percentage of the fund’s income may be used annually by the Foundation.

The Trust is overseen by the Endowment Trust Committee of the Foundation Board. The Endowment Trust Committee has engaged Boston-based Welch & Forbes LLC as the Trust’s investment portfolio manager.

If you are interested in establishing a named endowment fund, please contact Laurie Flanagan at the Foundation at lflanagan@mass4hfoundation.org

4-H ENDOWMENT TRUST

The Foundation’s named endowment funds are listed below with each fund’s name, purpose, market value at December 31, 2019, as well as the donors who gave to that fund in 2019 where applicable.

6 2019 Donor Report |

4-H HERITAGE CIRCLE - COMMITMENT TO THE FUTURE

Elizabeth Dennett * Charles H. McColough,

Honorary Trustee

Norman MercierGeorge Mullen * | Mary A. Noble*Norman E. Storey | Faith Tiberio *

Patricia Walrath, Trustee

*deceased

4-H Heritage Circle recognizes those generous individuals and families who have provided for the Massachusetts 4-H Foundation in their estate plans. A charitable bequest makes a lasting difference to 4-H youth in the years to come.

Your bequest may be a specific amount or percentage of your estate or its remainder. You may also name the Massachusetts 4-H Foundation as a beneficiary of your IRA or other retirement plans or a life insurance policy on your life or the life of a loved one.

No matter how your testamentary gift is made, you and your personal

advisors should work in advance with the Foundation to establish a gift agreement which will outline the terms of your gift. The funds may be unrestricted or for a specified purpose consistent with the Foundation’s mission and may be for current use or held in an existing endowment fund or one created and named for you.

Testamentary gifts of all amounts are gratefully received and will be carefully expended in accordance with the donor’s expressed intent.

Thank you in advance for considering membership in the 4-H Heritage Circle.

RICHARD SALTONSTALL CHARITABLE FOUNDATION FUND $751,570 Supports any 4-H program

SUSAN SALTONSTALL FUND $732,908Supports 4-H horse programs

SHEPHERD FUND $11,534Supports any 4-H program

ANNA B. STEARNS FUND $19,835Supports volunteer 4-H leaders

TIBERIO FUND $14,355Supports 4-H communications programs

WARREN FUND $139,443Camperships to 4-H camps

WILLIS FUND $215,917Supports any 4-H program

WORCESTER COUNTY $7,361In memory of Cindy Crosier Baird and Raymond D. Harper, supports the Worcester County 4-H Fair

Donors: Heather Baird, Michelle Baird, Jim Baird, Bell & Hudson Insurance Agency, Inc., Robin Dupuis, Worcester County 4-H Fair Committee

With gratitude, we name the 4-H Heritage Circle members here:

TRUSTEESPresident:Steven E. Borgeson

Vice President:Mark Howe

Clerk:Kathleen K. Adams

Treasurer:David M. Lehman

EX-OFFICIO TRUSTEESLinda Horn and Jody Jellison

CORPORATORSAurelio G. AlmeidaSusan BillingsTerrie CampbellJimmie H. ConnellyKaren ConnellyThomas DarrJennifer Verrill FaddoulSenator Anne GobiJohn LeeCha Chi Loprete

Mary M. McBradyHonorable Gary A. NickersonDwight SiplerWayne SmithTerry G. Taylor, DVMNicole VaughanAllan WalkerPriscilla WalkerJohn Yozell

Daniel A. AntoniouNicholas K. BarishianLouise S. DonahueNancy L. GarrabrantsSteven R. HaganMary Jane JordanDeana L. McPherson, CPAAshley Randle

David ThibaultHayley Trahan-Liptak, Esq.Stephen B. VerrillJudith M. VollmerPatricia A. Walrath David I. WalshDarlene Welch

HONORARY TRUSTEESPeter Bentinck-SmithCharles H. McColoughGeorge F. Fiske, Jr.Elizabeth H. McAfoose

John C. SterlingDudley H. Willis, Esq.Frederic Winthrop, Jr.

4-H ENDOWMENT TRUST

Massachusetts 4-H Foundation 1671 Worcester Road, Suite 403 | Framingham, MA 01701Learn more at: www.mass4hfoundation.org or (508) 881-1244

Thank you for your support.

4-H GOLF TOURNAMENT

4-H ONLINEAUCTION

For more information: www.mass4hfoundation.org

Monday, September 14th

Holden Hills Country ClubJefferson, MA

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