Worcester Business Journal

Book of Lists 2021

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80 Worcester Business Journal | Book of Lists 2021 | wbjournal.com F O C U S E D U C A T I O N & N O N P R O F I T S Largest private foundations Ranked by assets for the most recent time period available Foundation Assets/ time period Amount granted/ % of assets granted Organization contact(s) Year founded 1 The George I. Alden Trust 370 Main St., Worcester 01608 508-459-8005 • www.aldentrust.org $221,482,520 CY 2019 $10,452,000 5% Warner S. Fletcher chairman 1912 2 Mathworks Foundation Inc. 1 Apple Hill Drive, Natick 01760 508-647-7000 • c/o mathworks.com $136,146,913 CY 2019 $100,000 0% John "Jack" Little president 2019 3 MetroWest Health Foundation 161 Worcester Road, Suite 202, Framingham 01701 508-879-7625 • www.mwhealth.org $105,425,336 Oct. 1, 2019 to Sept. 30, 2020 $1,690,796 2% Martin Cohen president & CEO 1999 4 The Collings Foundation 137 Barton Road, Stow 01775 800-568-8924 • www.collingsfoundation.org $98,689,030 Dec. 1, 2017 to Nov. 30, 2018 $48,568 0% Robert Collings Jr. executive director 1979 5 The Stoddard Charitable Trust 370 Main St., 12th Floor, Worcester 01608 508-459-8000 $85,354,316 CY 2018 $4,577,026 5% Warner S. Fletcher chairman 1939 6 Hermann Foundation Inc. 370 Main St., Suite 925, Worcester 01608 508-756-4657 $64,002,404 CY 2018 $2,706,700 4% Maria Starzyk president 2003 7 The TJX Foundation Inc. 770 Cochituate Road, Framingham 01701 508-390-1000 • www.tjx.com $61,606,826 Feb. 3, 2018 to Feb. 2, 2019 $20,124,270 33% David Averill president & chairman 1967 8 The George F. and Sybil H. Fuller Foundation 370 Main St., Suite 660, Worcester 01608 508-755-1684 • www.gsfullerfoundation.org $45,906,437 CY 2018 $2,658,500 6% Mark W. Fuller chairman & treasurer 1962 9 Dunn Family Charitable Foundation 30 Nagog Park, Suite 210, Acton 01720 (a) 978-952-8884 • dunnfcf.org $43,101,021 Nov. 1, 2018 to Oct. 31, 2019 $1,758,790 4% William J. Chase trustee & controller 1993 10 Casey & Family Foundation P.O. Box 623, Harvard 01451 978-456-8086 $40,911,748 CY 2018 $3,208,500 8% Curtis W. Marble trustee 2010 11 Sudbury Foundation 326 Concord Road, Sudbury 01776 978-443-0849 • www.sudburyfoundation.org $35,302,095 CY 2019 $1,509,321 4% Marilyn Martino executive director 1952 12 Mildred H. McEvoy Foundation 370 Main St., 12th Floor, Worcester 01608 508-459-8000 $28,644,069 CY 2018 $1,454,278 5% Sumner B. Tilton Jr. trustee 1963 13 Robert Lloyd Corkin Charitable Foundation c/o The Entwistle Co., 6 Bigelow St., Hudson 01749 508-481-4000 $27,263,460 CY 2018 $1,631,025 6% Marjorie C. Kaplan trustee 1967 14 Herb and Maxine Jacobs Foundation Inc. (b) c/o Goulston & Storrs, 400 Atlantic Ave., Suite 401, Boston 02110 617-482-1776 $26,481,897 CY 2018 $1,063,500 4% Jill Jacobs president & secretary 1987 15 Fels Family Foundation 333 Shrewsbury St., Worcester 01604 508-791-9501 • hocpapc.com (c) $24,182,331 CY 2019 $1,058,590 4% Gerald Fels Marilyn Fels co-trustees 2004 16 Boston Scientific Foundation 300 Boston Scientific Way, Marlborough 01752 508-683-4000 • www.bostonscientific.com $24,053,594 CY 2019 $1,198,821 5% Marilee Grant president & director 2002 17 Fred Harris Daniels Foundation Inc. 210 Park Ave., Suite 307, Worcester 01609 danielsfoundation.org $19,981,848 Nov. 1, 2018 to Oct. 31, 2019 $1,036,750 5% Fred H. Daniels II president 1951 Source: GuideStar by Candid and foundation websites. Notes: CY = calendar year. According to GuideStar as of May 2021, Fletcher Foundation is not currently eligible for tax-deductible contributions and is therefore not included on this list. (a) Filed under preparer of tax filing, c/o AHI, Andover, Mass. (b) Previous filings under Wayland address; significant amount of giving remains in MetroWest area. (c) Contact information for preparer of tax filing, Houssan & Ojerholm PC - Compiled by: Heide Martin, hmartin@nebusinessmedia.com The George I. Alden Trust in December provided $100,000 for upgrades to the nursing simulation lab at Fitchburg State University. Pictured is Fitchburg State University nursing student Casaundra Fagundes of Pepperell. Mathworks Foundation in May 2020 donated $1 million to The Bill & Melinda Gates Foundation's Combating COVID-19 Fund. The MetroWest Health Foundation has distributed $5 million in emergence grants to community organizations during the coronavirus pandemic. The George F. and Sybil H. Fuller Foundation was part of several foundations to provide $250,000 in seed funding in April for Clark University's Becker School of Design & Technology. Pictured is Clark University. The TJX Foundation was the title sponsor of the Free to Play program at the Discovery Museum in Acton offering free admission in August. Pictured is the Discovery Museum.

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