Worcester Business Journal

108 Worcester Business Journal • Book Of Lists 2016 www.wbjournal.com Largest private foundations Ranked by assets Foundation Assets/ time period Amount granted/ % of assets granted Organization contact Year founded 1 The George I. Alden Trust 370 Main St., Worcester 01608 508-459-8005 • www.aldentrust.org $192,168,251 CY 2014 $9,500,000 5% Warner S. Fletcher chairman 1896 2 Greater Worcester Community Foundation Inc. 370 Main St., Suite 650, Worcester 01608 508-755-0980 • greaterworcester.org $138,990,551 CY 2014 $5,883,575 4% Ann T. Lisi CEO 1975 3 MetroWest Health Foundation 161 Worcester Road, Suite 202, Framingham 01701 508-879-7625 • www.mwhealth.org $104,379,556 FY 2014 * $3,223,196 3% Cathy Glover director, grants management 1999 4 The Stoddard Charitable Trust 370 Main St., 12th Floor, Worcester 01608 508-459-8000 $86,778,827 CY 2013 $4,139,853 5% Warner S. Fletcher chairman 1939 5 Hermann Foundation Inc. 370 Main St., Suite 925, Worcester 01608 508-756-4657 $67,216,146 CY 2014 $3,558,898 5% Henry Lusardi treasurer 2003 6 The George F. and Sybil H. Fuller Foundation 370 Main St., Suite 660, Worcester 01608 508-755-1684 • www.gsfullerfoundation.org $54,923,737 CY 2014 $3,642,350 7% Mark W. Fuller, chairman & treasurer 1962 7 The TJX Foundation Inc. 770 Cochituate Road, Framingham 01701 774-308-3199 • www.tjx.com $38,681,451 FY 2015 ** $11,106,726 29% Mary B. Reynolds treasurer & senior vice president 1967 8 Sudbury Foundation 326 Concord Road, Sudbury 01776 978-443-0849 • www.sudburyfoundation.org $33,039,048 CY 2014 $1,101,635 3% Marilyn Martino executive director 1952 9 Mildred H. McEvoy Foundation 370 Main St., 12th Floor, Worcester 01608 508-459-8000 $30,790,098 CY 2014 $1,328,000 4% Sumner B. Tilton Jr. trustee 1963 10 The Fletcher Foundation 370 Main St., 12th Floor, Worcester 01608 508-459-8000 $30,518,240 CY 2013 $1,388,144 5% Warner S. Fletcher secretary-treasurer 1981 11 Robert Lloyd Corkin Charitable Foundation 6 Bigelow St., Hudson 01749 508-481-4000 $28,160,418 CY 2014 $1,156,300 4% Marjorie C. Kaplan trustee 1967 12 The Fred Harris Daniels Foundation Inc. 210 Park Ave., Suite 307, Worcester 01609 info@danielsfoundation.org • fhd1949.org $21,726,328 FY 2014 *** $995,500 5% Fred H. Daniels II president 1949 13 Ruth H. and Warren A. Ellsworth Foundation 370 Main St.,12th Floor, Worcester 01608 508-459-8000 $21,241,354 CY 2014 $938,500 4% Sumner B. Tilton Jr. trustee 1964 14 Fels Family Foundation 370 Main St., Suite 800, Worcester 01608 508-756-2423 $21,158,691 CY 2014 $844,404 4% Gerald Fels trustee 2004 15 Boston Scientific Foundation 300 Boston Scientific Way, Marlborough 01752 508-683-4000 • www.bostonscientific.com $20,904,256 CY 2014 $1,456,850 7% Jean F. Lance president & director 2002 16 Dunn Family Charitable Foundation 30 Nagog Park, Suite 210, Acton 01720 978-952-8884 $19,049,849 FY 2014 *** $1,370,828 7% William J. Chase trustee 1994 17 Middlesex Savings Charitable Foundation Inc. 6 Main St., Natick 01760 508-315-5311 • www.middlesexbank.com $15,386,275 CY 2014 $555,329 4% Dana M. Neshe president 2000 18 The Steinberg-Lalli Charitable Foundation P.O. Box 2350, Acton 01720 978-263-2989 $12,591,621 CY 2014 $351,575 3% Stephen P. Steinberg trustee 2005 19 Leclerc Charity Fund 19 Water St., Leominster 01453 239-597-9780 $11,789,953 CY 2014 $665,709 6% Francis S. Wyman trustee 1968 Sources: www.foundationcenter.org and GuideStar, a 501(c)(3) that collects and presents 990 forms for IRS-registered nonprofits and foundation websites. Notes: Assets listed are from the latest available 990 form. Amount granted is the amount authorized during the time period indicated. CY = calendar year; FY = fiscal year. * Oct. 1, 2013 - Sept. 30, 2014. ** Feb. 2, 2014 - Jan. 31, 2015. *** Nov. 1, 2013 - Oct. 31, 2014. - Compiled by: Stephanie R. Meagher, smeagher@nebsuinessmedia.com Awarded a $1-million grant to Assumption College for a new academic building that will house the business studies department. Awarded $183,500 in grants to projects to help area residents improve their health. Spectrum Health Systems, Worcester Youth Center and the Massachusetts College of Pharmacy and Health Sciences all received grants. Joel Barrera, a Natick resident and deputy chief of staff for cabinet affairs, became chair of the board in February. Made 56 grants in 2014 in Central Massachusetts, according to the Foundation Center. Awarded 31 $1,000 scholarships to Massachusetts high school seniors selected by their school's scholarship selection committee in June.

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