Worcester Business Journal

132 Worcester Business Journal | Book of Lists 2017 | wbjournal.com F O C U S G E N E R A L I N T E R E S T 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 $179,786,442 CY 2015 $9,678,000 5% Warner S. Fletcher chairman 1896 2 MetroWest Health Foundation 161 Worcester Road, Suite 202, Framingham 01701 508-879-7625 • www.mwhealth.org $98,208,804 FY 2016 * $2,814,066 3% Cathy Glover director, grants management 1999 3 The Stoddard Charitable Trust 370 Main St., 12th Floor, Worcester 01608 508-459-8000 $82,517,965 CY 2015 $4,291,564 5% Warner S. Fletcher chairman 1939 4 The TJX Foundation Inc. 770 Cochituate Road, Framingham 01701 508-390-2300 • www.tjx.com $65,443,983 FY 2016 ** $12,407,131 19% Mary B. Reynolds treasurer & senior vice president 1967 5 Hermann Foundation Inc. 370 Main St., Suite 925, Worcester 01608 508-756-4657 $60,783,837 CY 2015 $3,356,667 6% 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 $48,089,864 CY 2015 $3,355,330 7% Mark W. Fuller, chairman & treasurer 1962 7 Sudbury Foundation 326 Concord Road, Sudbury 01776 978-443-0849 • www.sudburyfoundation.org $30,984,135 CY 2015 $1,220,850 4% Marilyn Martino executive director 1952 8 Mildred H. McEvoy Foundation 370 Main St., 12th Floor, Worcester 01608 508-459-8000 $28,014,982 CY 2015 $1,351,800 5% Sumner B. Tilton Jr. trustee 1963 9 Robert Lloyd Corkin Charitable Foundation *** 6 Bigelow St., Hudson 01749 508-481-4000 $26,923,205 CY 2015 $1,296,100 5% Marjorie C. Kaplan trustee 1967 10 The Fletcher Foundation 370 Main St., 12th Floor, Worcester 01608 508-459-8000 $26,401,825 CY 2016 $1,367,140 5% Warner S. Fletcher secretary-treasurer 1981 11 Fels Family Foundation 370 Main St., Suite 800, Worcester 01608 508-756-2423 $21,361,197 CY 2015 $851,808 4% Gerald Fels trustee 2004 12 Dunn Family Charitable Foundation 30 Nagog Park, Suite 210, Acton 01720 978-952-8884 $21,311,700 FY 2015 **** $672,505 3% William J. Chase trustee 1994 13 The Fred Harris Daniels Foundation Inc. 210 Park Ave., Suite 307, Worcester 01609 danielsfoundation.org $19,987,348 FY 2015 **** $1,283,000 6% Fred H. Daniels II president 1949 14 Boston Scientific Foundation 300 Boston Scientific Way, Marlborough 01752 508-683-4000 • www.bostonscientific.com $19,599,610 CY 2015 $878,763 4% Jean F. Lance president & director 2002 15 Ruth H. and Warren A. Ellsworth Foundation 370 Main St.,12th Floor, Worcester 01608 508-459-8000 $19,019,184 CY 2015 $947,500 5% Sumner B. Tilton Jr. trustee 1964 16 Middlesex Savings Charitable Foundation Inc. 6 Main St., Natick 01760 508-315-5311 • www.middlesexbank.com $15,123,959 CY 2015 $760,000 5% Dana M. Neshe president 2000 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, 2015 to Sept. 30, 2016 ** Feb. 1, 2015 to Jan. 30, 2016 *** C/o The Entwistle Co. **** Nov. 1, 2014 to Oct. 31, 2015 - Compiled by: Heide Martin, hmartin@nebusinessmedia.com Gave nearly $3 million last year, including $250,000 each to the Worcester Art Museum and the YMCA of Central Massachusetts, $200,000 to Worcester Polytechnic Institute, and $150,000 each to Quinsigamond Community College, the Worcester Historical Museum and Clark University Gave last year, among others, $135,000 to the Edward M. Kennedy Community Health Center in Worcester to improve clinical care management for those with a high risk of chronic disease; $31,000 to Bridge of Central Massachusetts to provide training to local school systems on self- injury and suicide prevention; and $39,360 to the Framingham Board of Health to support wider distribution of naloxone to help address the opioid crisis Said in a 2015 report it donated to several organizations dedicated to veterans' assistance, including the Home Base Program, which works with the Department of Veterans Affairs to treat those affected by combat- related stress and traumatic brain injury, and America's VetDogs, a nonprofit provider of specialized service animals to soldiers wounded in war, among what it said was thousands of organizations in all Among its recipients last year were $1 million to Worcester Polytechnic Institute, for construction; $700,000 to Assumption College, with another $300,000 to come, for construction; $275,000 to Becker College for renovations; and a $100,000 commitment to Fitchburg State University for construction

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