1UNITEDWAYMASSBAY.ORG

LIVE UNITED®

UNITE TOCREATE POSITIVE,LASTING CHANGE.

Annual Report 2017 – 2018

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United Way fights for the financial opportunity and educational success of those in need: individuals, families and children.

We are fundraisers, hand-raisers and game-changers. We bring together diverse groups and unlikely partners—individuals, nonprofits, companies, and government agencies— to tackle the most difficult problems in our communities. We believe it’s the only way to create positive, lasting change.

We mobilize thousands of volunteers every year. We fund more than 180 nonprofit partners with proven track records of success. And we support new, groundbreaking approaches to create better lives for those in need.

We work every day to achieve our mission by focusing on two foundations of better lives: Financial Opportunity and Educational Success. Specifically:

Financial Opportunity: We are dedicated to ensuring that all individuals and families have safe housing, healthy food and quality childcare and earn enough to support themselves. We fund and support job training, job placement and financial coaching for those wishing to improve their situation and build a better future.

Educational Success: We work to ensure that children enter school ready to learn, get the support they need to stay in school and graduate, and are prepared for their future.

United we fight. United we win.

OUR MISSION:

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As we reflect on the 2017–2018 fiscal year, one powerful example of strengthening our community comes quickly to mind: on a hot, summer day in August, United Way brought together more than 350 volunteers, along with over 40 businesses, government agencies and community-based organizations to provide a “one-stop shop” of critical services and resources to local families experiencing homelessness.

It really was an amazing day as our first annual Project Connect event helped over 230 homeless families get back on their feet—providing services such as back-to-school supplies for kids, financial checkups for parents, access to government agencies, a mini job fair, and dental screenings and haircuts for all.

“I was a little hesitant to take a day off work, but it was so worth it,” said Yari, a mother of three who lives in Dorchester. “The backpacks for the kids alone are such a huge help, but the dental screenings and eye exams, shampoo and paper towels, all these resources—wow. For families like us to be able to come to one place and get all of these things for free is amazing.”

Throughout the day each family, like Yari’s, was paired with a United Way volunteer to help them navigate the many services and resources laid out across the sprawling Reggie Lewis Track Center in Roxbury. They got to know each other, many of them smiling and joking along the way like old friends.

If ever there was an example of what it means to ‘LIVE UNITED’ this was it. When you see so many different companies, community partners and volunteers all coming together to make this possible, it is truly inspiring.

This was just one way that all of you stood up to help children, families and neighbors in need. United Way believes it is our fundamental responsibility to find ways to connect more people to the causes they care about, introduce them to new opportunities for engagement and provide them with meaningful experiences that allow all of us to collectively help more people find upward mobility, educational success and the hope for a bright future.

Moving forward, solutions to the tough problems facing our region will be realized when individuals, businesses, nonprofit agencies and government work together. Organizations like United Way must continue to give people platforms to connect, advocate and act, just like the Project Connect volunteers and organizations did on that hot summer day.

This annual report highlights those people and resources who are creating change that lasts. We recognize those who stood up with us in 2017 and 2018 to positively impact communities and lives. None of what we accomplished this year would have been possible without our many donors, partners, volunteers and advocates, and we’re immensely thankful for your support. Driving change requires partnership, innovation and determina-tion. We are proudly up for the challenge and invite you to continue to stand with us to stand up for those who need us most.

Steven D. Krichmar Chair of the Board

Michael K. DurkinPresident and Chief Executive Officer

YOU STOOD UPFOR YOUR COMMUNITY

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Giving back was an important part of my upbringing . . .

““

JON SWANSUPPORTER SPOTLIGHT

Jon and Robin Swan became Tocqueville Society members last year. They joined after seven years of giving to United Way at the Leadership level via Jon’s work-place campaign at Boston Consulting Group. Jon also has given his time to review agency funding applications and he’s served as an e-Coach for the Marian L. Heard Scholarship program since 2015.

“I come from a pretty humble background, growing up in a very rural part of Montana—including on and off of a Native American reservation. As an enrolled member of a tribe (Chippewa Cree), a strong sense of community and giving back was an important part of my upbringing. There are many vehicles for that, of course, but, the shrewd data- driven person in me saw United Way as a very efficient way to give back. It focuses on the biggest needs to achieve outcomes that give people opportunities they otherwise wouldn’t have.”

—Jon Swan

WHYUNITED WAY?

1. We work tirelessly to identify pressing issues in our community and then target resources to areas of greatest need.

2. We fund the most effective nonprofits in our region and achieve high-impact results at a scale that no one organization can achieve on its own.

3. We harness the power of communities coming together to deliver lasting change.

4. We mobilize thousands of volunteers each year.

SOUTH OF BOSTON

GREATER BOSTON

NORTH SHORE

GREATER SEACOAST

MERRIMACK VALLEY

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BOSTON BUILDS CREDITUnited Way, the City of Boston, and LISC Boston joined forces to launch Boston Builds Credit, a program to close Boston’s growing wealth divide and open the door for all of the city’s residents to achieve financial success. Boston Builds Credit is a first-of-its-kind, citywide push to help 25,000 Bostonians reach a prime credit score (660+) by 2025. Through the initiative, United Way and the Mayor’s Office of Financial Empowerment are engaging a growing network of dozens of partners, including nonprofits, employ-ers and financial institutions to recruit and connect residents to safe, affordable credit building products.

SOMERSWORTH READY TOGETHERSomersworth Ready Together allows low-income families and those in need to receive one-on-one, in-home conferences with teachers. The aim is to set children up for success before the school year starts. These sessions set expectations and address any needs families have, ensuring every child is ready for kinder-garten from day one. A core component of the Somersworth Ready Together initiative is its Kindergarten Teacher 9-Family Visit Program.

HELPING EARLY EDUCATION PROVIDERS TO WORK SMARTERShared Services for Early Childhood Educators provides early childhood education professionals throughout New Hampshire and Massachusetts with important resources so they can focus their efforts on giving kids the best education possible instead of worrying about the administrative needs that come with an early childhood care business. United Way built off the successes of the Shared Services model in New Hampshire, and with funding from the Cambridge Community Foundation, brought the model to Cambridge and Somerville to pilot it in Massachusetts.

1. We work tirelessly to identify pressing issues in our community and then target resources to areas of greatest need.

WHY SUPPORTUNITED WAY?

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Our portfolio of best-in-class nonprofit organizations continued to deliver large-scale results.

What we’re solving: Not enough children in our

community are able to access high quality early education and care, and their parents are often not optimally engaged in their child’s development.

10,000 low-income children received a high-quality, early education

7,300 families participated in programs to help them better support their child’s development

What we’re solving: Youth lack the opportunity to practice critical skills and

gain experiences that are needed to succeed in the workforce and in life.

6,300 young people participated in youth leadership development programs

17,000 youth participated in academic achievement or college readiness programs

What we’re solving: Homelessness is on the rise,

and due to rising housing and child care costs, families have less money to spend on basic needs.

13,100 families obtained safe, affordable housing or were stabilized to avoid homelessness

7,900 units of affordable housing were provided to those in need

What we’re solving: A large portion of the workforce does not have access to jobs

that pay family-sustaining wages, nor the resources they need to improve their credit, increase savings and reduce debt.

3,100 individuals were placed in jobs

1,700 completed financial literacy and budget coaching services

WHY SUPPORTUNITED WAY?

2. We fund the most effective nonprofits in our region and achieve high-impact results at a scale that no one organization can achieve on its own.

I firmly believe that those who can, must give . . .

““

CAROLYN MURPHYSUPPORTER SPOTLIGHT

Carolyn Murphy is a member of United Way’s Board of Directors, Vice Chair of the Women United Executive Committee, and a member of the Women’s Leadership Breakfast Host Committee. She also volunteers as a Marian L. Heard Scholar-ship e-coach and as an interview skills coach at our annual Greater Boston Project Connect, leveraging her professional human resources experience at Enterprise Rent-A-Car.

“I firmly believe that those who can, must give of themselves. I specifically commit to United Way because it is the most efficient way I know of impacting the myriad of prob-lems that an individual or family may face in overcoming an obstacle. United Way lever-ages a network of agencies that together provide the web of resources to fully resolve the root problem rather than provide a band-aid to take care of the immediate issue.”

—Carolyn Murphy

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Community Investment Tax CreditIt’s hard to imagine a tax credit program that is generating a more significant impact today on economic and community development in Massachusetts than the Community Investment Tax Credit (CITC). In just three years, this tax credit has gener-ated nearly $24 million in private donations for efforts that are driving small business development, housing production, job growth, neighborhood revitalization and civic engagement.

In 2017, United Way raised over $2.1 million through the CITC to create and preserve homes and job opportunities, start, grow and stabilize businesses and provide housing, home ownership and financial education and job training.

BoSTEM Despite being a renowned center of learning, many students in

Boston’s public schools are struggling– especially in STEM (science, technology, engineering and math) subjects. In the 2017 Massachusetts Comprehensive Assessment System (MCAS) standard- ized achievement test, 87% of Boston Public School 8th graders failed to score “proficient” in science, technology, and engineering. In October, 2017, United Way was awarded a five-year, $3.9 million grant from the

U.S. Department of Education to fuel the expansion of BoSTEM in the Boston Public Schools. Collaborating with Boston After School & Beyond, and Boston Public Schools, and working with companies like Vertex, Gilbane, Digital Guardian and KPMG, our goal is to present engaging STEM opportunities to 10,000 Boston middle school students by 2022. In 2017-2018, BoSTEM delivered an average of 106 hours of out-of-school pro-gramming per student. 77% of all students reported positive gains in STEM Interest overall and 80% of students reported posi-tive change in social and emotional skills.

We are proud to celebrate our high-impact partnerships aimed at creating financial opportunity and ensuring educational success for families and children in our region. Your support powers innovative approaches to address complex issues in our region. The results are driving positive, lasting change for people in need.

WHY SUPPORTUNITED WAY?

3. We harness the power of communities coming together to deliver lasting change.

15LEARN MORE: UNITEDWAYMASSBAY.ORG

United Way makes an incredible impact in my community.

““

LOURDES GERMANSUPPORTER SPOTLIGHT

Lourdes German is a member of United Way’s Board of Directors and has been passionately involved with United Way for over a decade. She helped created the volunteer program for the United Way Women’s Initiative as the first co-chair of the Women’s Leadership Council along with Kimberly Reinert and has volunteered annually to help with the Thanksgiving Project, the Community Baby Shower, and has volunteered with United Way partner agencies.

“United Way makes an incredible impact in my community. Their work is remarkable and 100% local. I know of no other non-profit that creates pathways to change the lives and trajectory of children, youth, and families in my community at the scale that United Way does. It’s incredibly gratifying to see a child or family better positioned to succeed after a small contribution of hours as a volunteer and to hear directly from them what it means to have that support.”

—Lourdes German

PAY FOR SUCCESSBouncing in and out of shelters and emergency rooms with no stable place to call home is no way to live. For the more than 1400 chronically homeless individu-als in Massachusetts, though, it can feel like there’s no other option.

The Pay for Success initiative aims to end this cycle. Begun in 2015 as a strategic partnership with United Way lead partner Massachusetts Housing and Shelter Alliance, the goal of Pay for Success is to provide at least 500 units of low-threshold, stable housing for 800 of Boston’s chronically homeless individuals by 2019. By the end of the fiscal year, Pay for Success had housed 729 individuals, and so far 89% of them remain in the program or have successfully exited toward a better living situation.

To function, Pay for Success uses a mix of philanthropic funding and private investor capital from Santander Bank, The Corporation for Supportive Housing, and United Way. If the initiative meets its goals, the government compen-sates investors for the risk they took providing the money to fuel the program. An independent evaluator, Root Cause, determines whether Pay for Success is meeting its goals.

WHY SUPPORTUNITED WAY?

3. We harness the power of communities coming together to deliver lasting change.

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Volunteers are the cornerstone of United Way’s work in the community. During this fiscal year, United Way engaged nearly 5,800 volunteers who tackled 233 projects and logged more than 15,000 volunteer hours. This equals an investment of more than $410,000 in our community.

PROJECT CONNECTThis year, United Way of Massachusetts Bay and Merrimack Valley brought togeth-er more than 350 volunteers along with over 40 businesses, government agencies and community-based organizations to provide critical services and resources to local families currently experiencing homelessness. United Way’s first Project Connect was held at the Reggie Lewis Center in Roxbury. Over 230 families registered to attend the one-day event aimed at connecting them to a wide range of services and resources all in one convenient location.

Throughout the day, those experiencing homelessness were matched one-on-one

with volunteers to guide them through the more than 40 services available to ensure they were connected to the ones they needed most. Families who signed up to attend the event reported back-to-school supplies, professional clothing, consulta-tion with employers about temporary or entry-level positions, career counseling and financial checkups as the top five services they were interested in receiving. The event was made possible through a mix of individual and corporate donors, including Yale Appliance & Lighting and Eastern Bank. Many local companies offered volunteers, including P&G Gillette, Deloitte, Bank of America, Hubspot, AEW, and EF Education First.

THANKSGIVING PROJECTOur Thanksgiving Project volunteers distributed 150,000 pounds of food to 6,500 families in 12 different communities across the region. Families, and volunteers from businesses including Stop and Shop, UPS, the Massachusetts Convention Cen-ter Authority, Bank of America and Putnam Investments helped pack and deliver meals, which fed over 25,000 people.

COMMUNITY BABY SHOWERVolunteers from Women United partnered with United Way to host our annual Community Baby Shower—in both Boston and the Seacoast region of New Hampshire —and served more than 200 families. Each year, United Way’s Community Baby Shower provides new and expecting mothers with essential tools and resources to support their baby’s development and learning.

WHY SUPPORTUNITED WAY?

4. We mobilize thousands of volunteers each year.

19LEARN MORE: UNITEDWAYMASSBAY.ORG

I’m looking forward to being engaged in more family-oriented programs.

““

JUDI AND BILL ROSENSWEIG

SUPPORTER SPOTLIGHT

When Judi and Bill Rosensweig lived overseas with their two children for 9 years, the entire family actively participated in philanthropic work. Upon resettling back to Greater Boston in 2014, it seemed like a natural next step for them to become members of United Way’s Tocqueville Society.

Motivated to create positive, lasting change by serving those in need, the Rosensweig family immersed themselves in United Way’s volunteer opportunities. “Once we got involved with the Thanksgiving Project, that’s when we felt what it really meant to contribute,” says Bill. “Watching our son unload 1,500 frozen turkeys off a truck made it real. It felt good to connect the work with the community.”

Judi and Bill also serve as the newest Co-Chairs of the Tocqueville Council and believe they are in a unique position to take their mission one step further.

“I’m looking forward to being engaged in more family-oriented programs. Being involved with the Thanksgiving Project and Project Connect were great opportunities for us to do important work for the community together.”

—Judi Rosenweig

IMPACTHIGHLIGHTS

United Way and Salesforce.org have partnered to create Salesforce Philanthropy Cloud, a game-changing technology platform that inspires, connects, and empowers social change.

A digital solution where corporate and personal social responsibility intersect, Philanthropy Cloud will not only make giving accessible, easier, and more effective—it will change the face of philanthropy as we know it.

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Our DRIVE initiative continues to grow, and provides devel-opmental screening for infants, toddlers,

and preschoolers, helping ensure they are on track to succeed when they enter kindergarten. 8,000 total screens have been completed so far. The program has been expanded to beyond Boston, and now includes the North Shore, Lawrence, Chelsea, and Springfield.

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Since launching in October 2016, Boston Builds Credit has engaged over 3,500 Bostonians in a variety of credit building

services. These include introductory workshops that cover the basics of a score and how it’s calculated, Financial Check-Ups at VITA tax sites where participants learn to review their own credit report, and ongoing, individualized financial coaching with a network of trained partners.

Since its inception in 2014, the Community Investment Tax Credit (CITC) has raised over $6 million in support of afford-

able housing across the Commonwealth, with a record $2.1 million in 2017. As a result, 24 community development corporations supported through the CITC developed 1,318 new afford-able homes compared with 814 in 2016. The CITC also created 5,086 jobs for local residents and engaged over 2,124 community leaders in revitalizing their neighborhoods.

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In July, United Way partnered with 200 local non-profit organizations,

hospitals, and businesses to provide critical services to people from around our communi-ty—more than 450 of them—coming from over 230 families. This signature program is a unique opportunity for families in transition to access resources like safe housing, health services, legal support, job coaching, and basic needs supplies in one place on a single day. Greater Boston Project Connect provides families with the tools they need to get back on a path toward success.

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This year, the Marian L. Heard Scholars Program supported 65 first-generation college students and welcomed an additional 14, and will be providing them with financial

assistance, mentors, professional development, and internship placement and support.

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Granite Youth Alliance: Through the alliance, hundreds of Seacoast, New Hampshire middle and high school students are developing leadership and advocacy skills while working to prevent substance abuse in their communities.

TAX CREDIT

COMMUNITYINVESTMENT

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I give to the United Way because of the overall engagement and impact . . .

“

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KIM REINERTSUPPORTER SPOTLIGHT

Kim Reinert has been a dedicated United Way advocate, volunteer, and donor for 15 years. She is a Vice Chair of United Way’s Women United affinity group, annually volunteers with the Thanksgiving Project and Community Baby Shower, and serves as a mentor to the members of WINGS (Women Investing in the Next Generation), United Way’s young professional women’s group. Kim is a partner at EY and she and her husband Derek have been members of United Way’s Tocqueville Society since 2010. She says that being a Tocqueville member allows her to make a personal investment in her local community.

“I give to the United Way because of the overall engagement and impact it is making in communities close to home not only with the agencies, but with United Way sponsored programs and co-sponsored community programs.”

—Kim Reinert

$1.8 BILLIONThe amount of capital authorizations for the production and preservation of affordable housing through the Housing Bond Bill. This includes a $45 million capital reauthorization of the Early Education and Out of School Time Capital Fund, extension and expansion of the Community Investment Tax Credit, and extension and expansion of the Low Income Housing Tax Credit.

$613 MILLIONThe amount of state funding designated for early education and care in FY19, which surpasses pre-recession levels for the first time in 10 years.

$800KThe increase in funding for the tenancy preserva-tion program, a program which aims to prevent homelessness among people with disabilities.

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Pay For Success This first-in-the-nation initiative to reduce chronic homelessness significantly exceeded targets, and successfully placed more than 729 high-need individuals into stable, supportive housing, with 89% remaining housed after one year. So far, the program has saved the Commonwealth an estimated $2.2 million in shelter, emergency room, and in-patient hospitalization care costs.

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For more than 40 years, our Family Fund has provided emergency finan-cial assistance for rent, food, and utilities to over 100,000 families from Quincy to Lowell to Somersworth, NH.

We received a 5-year, $3.9 million grant from the U.S. Department of Education to fuel the expansion of

BoSTEM in Boston Public Schools and reach our goal of providing meaningful STEM experi-ences to all Boston Middle School students by 2022. In 2017 BoSTEM helped students spend an average of 106 hours on out of school STEM programming, while 77% of students reported positive gains in STEM interest, and 80% of students reported positive change in social and emotional skills.

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In 2017, United Way organized more than 230 volunteer projects at local

partner nonprofit agencies throughout the region to engage nearly 5,800 corporate volunteers. Their incredible efforts returned $400,000 in donated time back to the community.

That time includes $100,000 in volunteer service in the Seacoast, thanks to our 26th Annual Day of Caring in the Seacoast region. There, hundreds of volunteers from 41 companies tackled 53 proj-ects, including packing literacy kits for summer learning programs and K-Ready Kids backpacks.

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Project RISE: holistic support to families at risk of homelessnessWith the high cost of living in Greater Boston, low-income families frequently move in search of safe and affordable homes. For children, such frequent moves or time spent in shelters significantly impacts their physical health, educational success, and overall wellbeing. In Lynn last year, we helped 130 families, 98% of whom were then able to keep their children engaged in their school.

ADVOCACY AT THE STATE HOUSE

IMPACTHIGHLIGHTS

FAMILYFUNDTHE

5,700 CORPORATE VOLUNTEERS

230 VOLUNTEER PROJECTS

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We are excited to partner with Salesforce —the world’s leading CRM software provider—to develop and launch a new platform to empower companies and employees to increase charitable giving, volunteerism, and engagement at an unprecedented scale.

It’s called Philanthropy Cloud and we launched it in early 2018.

Philanthropy Cloud is truly bold and new. It offers individuals unsurpassed choice in giving through a one-stop, personal-ized experience. It allows each user to connect to the causes that they care about most and leverages United Way’s feet-on-the-street expertise to help inform their options about where help is needed most. Additionally, just like online movie and music streaming services, Philanthropy Cloud continually offers philanthropic recommendations based on the preferences and giving behavior of the user.

Philanthropy Cloud provides a tremen-dous opportunity for company and corporate social responsibility leaders to redefine the future of corporate giving. Philanthropy Cloud data will help companies large and small easily see the causes their employees are most interested in so they can better tell their story of collective employee impact in the community and help establish a culture that celebrates the good work of their colleagues across the company.

Philanthropy Cloud is more than a new way to give, it is also a new way to connect with causes, connect with other people who are passionate about the same issues, and make a difference in local communities.

IT’S TIME FOR A NEW, BOLD INNOVATION IN FUNDRAISING

Introducing Philanthropy Cloud.

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2017Temporarily Permanently

Unrestricted Restricted Restricted Total Total

Public support:Donor contributions $ - $ 34,189,814 $ - $ 34,189,814 $ 35,553,158 Grant revenue 7,357,577 1,006,300 - 8,363,877 5,992,215 In-kind revenue and other income 905,463 - - 905,463 793,111

Gross total public support 8,263,040 35,196,114 - 43,459,154 42,338,484

Less:Provision for uncollectible pledges - (875,585) - (875,585) (1,486,167) Designations, net of service fees - (10,946,481) - (10,946,481) (11,577,722)

Net total public support 8,263,040 23,374,048 - 31,637,088 29,274,595

Appropriated investment return 2,214,337 515,663 - 2,730,000 2,730,000 Net assets released from restriction 22,911,669 (22,911,669) - - -

Total public support 33,389,046 978,042 - 34,367,088 32,004,595

Distributions and expenses:Agency allocations and other distributions 14,730,099 - - 14,730,099 16,356,928 Grant expenses 8,164,913 - - 8,164,913 7,412,502

Total distributions 22,895,012 - - 22,895,012 23,769,430

Functional expenses:Community services 6,260,399 - - 6,260,399 6,154,527 Fundraising 5,331,601 - - 5,331,601 5,847,705 Management and general 2,571,767 - - 2,571,767 2,457,284

Total functional expenses 14,163,767 - - 14,163,767 14,459,516

Total distributions and expenses 37,058,779 - - 37,058,779 38,228,946

Distributions and expenses in excess of public support (3,669,733) 978,042 - (2,691,691) (6,224,351)

Endowment, investment and other activities,net amounts appropriated for operations:

Investment return, net of appropriated amounts 798,932 (45,770) - 753,162 2,671,854 Bequests and charitable gift annuities 326,716 (1,042) - 325,674 121,893 Perpetual trust income 278,091 - - 278,091 326,858 Gain on investments in perpetual trusts - - 288,157 288,157 400,093 Loss on disposal/write down of property and equipment (398,287) - - (398,287) (86,239)

Total increase (decrease) from endowment, investment and other activities 1,005,452 (46,812) 288,157 1,246,797 3,434,459

Increase (decrease) in net assets (2,664,281) 931,230 288,157 (1,444,894) (2,789,892)

Net assets, beginning of year 29,070,026 12,396,555 11,683,056 53,149,637 55,939,529

Net assets, end of year $ 26,405,745 $ 13,327,785 $ 11,971,213 $ 51,704,743 $ 53,149,637

2018

UNITED WAY OF MASSACHUSETTS BAY, INC.

Statement of Activities

Year Ended June 30, 2018(with comparative totals for 2017)

See Independent Auditors' Report and accompanying notes to financial statements. 4

2017Temporarily Permanently

Unrestricted Restricted Restricted Total Total

Assets

Current assets:Cash and cash equivalents $ 1,391,983 $ 2,275,346 $ - $ 3,667,329 $ 3,002,117 Contributions receivable, net - 8,427,761 - 8,427,761 9,581,845 Grants receivable 287,042 - - 287,042 196,450 Other current assets 39,429 393,813 - 433,242 419,553 Investments 21,420,353 - - 21,420,353 22,971,645

Total current assets 23,138,807 11,096,920 - 34,235,727 36,171,610

Property and equipment, net 1,098,708 - - 1,098,708 1,819,859 Investments 4,777,199 5,485,271 5,967,952 16,230,422 16,021,428 Investments in perpetual trusts - - 6,003,261 6,003,261 5,715,104 Other assets 30,553 - - 30,553 45,830

Total assets $ 29,045,267 $ 16,582,191 $ 11,971,213 $ 57,598,671 $ 59,773,831

Liabilities

Accounts payable and accrued expenses $ 1,997,928 $ 433,254 $ - $ 2,431,182 $ 1,828,941 Program initiatives payable 297,994 - - 297,994 318,591 Donor designations payable - 2,749,012 - 2,749,012 3,743,748

Total current liabilities 2,295,922 3,182,266 - 5,478,188 5,891,280

Deferred lease incentive 173,217 - - 173,217 333,110 Deferred rent and other 170,383 72,140 - 242,523 399,804

Total liabilities 2,639,522 3,254,406 - 5,893,928 6,624,194

Net Assets

General operations 15,700,612 - - 15,700,612 14,335,574 Property and equipment 1,098,708 - - 1,098,708 1,819,859 Designated by the Board of Directors:

Stabilization fund 397,540 - - 397,540 375,479 Endowment fund 4,777,199 5,485,271 - 10,262,470 10,053,476 Program allocation reserves 4,431,686 6,811,314 - 11,243,000 14,450,000

Donor restricted:Endowment fund - - 5,967,952 5,967,952 5,967,952 Perpetual trusts and other - 1,031,200 6,003,261 7,034,461 6,147,297

Total net assets 26,405,745 13,327,785 11,971,213 51,704,743 53,149,637

Total liabilities and net assets $ 29,045,267 $ 16,582,191 $ 11,971,213 $ 57,598,671 $ 59,773,831

2018

UNITED WAY OF MASSACHUSETTS BAY, INC.

Statement of Financial Position

June 30, 2018(with comparative totals for 2017)

See Independent Auditors' Report and accompanying notes to financial statements. 3

June 30, 2018 (with comparative totals for 2017) Year Ended June 30, 2018 (with comparative totals for 2017)

UNITED WAY OF MASSACHUSETTS BAY, INC.STATEMENT OF FINANCIAL POSITION

UNITED WAY OF MASSACHUSETTS BAY, INC.STATEMENT OF FINANCIAL POSITION

These two pages include United Way of Massachusetts Bay, Inc.’s audited Statement of Financial Position and Statement of Financial Activities for Fiscal Year 2017 (July 1, 2017–June 30, 2018). A complete audit of United Way of Massachusetts Bay’s financial statements is conducted annually by the certified public accounting firm of Mayer Hoffman McCann P.C. Tofias New England Division. Copies of the full 2017 audited report are available from United Way of Massachusetts Bay, Inc.

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2017–2018Phyllis BarajasCEO and FounderConexion Inc.

Robert BealPresidentRelated Beal

Jeffrey BrayVice President, Investor RelationsRapid7

Ivy L. BrownPresidentUPS—Northeast District

Polly BrysonPartnerTerra Nova Partners, LLC

Phil Catchings

Jacques CarterAssistant Professor of MedicineHarvard Medical SchoolBeth Israel Deaconess Medical Center

Michael ChaneyVice President, Global Grooming and Braun/AppliancesP&G Gillette Company

Liz ChengGeneral Manager for TelevisionWGBH

Timothy J. Connelly

Janet Cooper

Kristina DavisChair, Community Impact CommitteePartnerDeloitte & Touche LLP

Michael K. DurkinPresidentUnited Way of Massachusetts Bay andMerrimack Valley

William T. EatonSenior Director Portfolio ManagementDirector Wealth ManagementTEG AdvisorsRPg Family Wealth Advisory, LLC

Susan EsperImmediate Past Chair of the BoardPartnerDeloitte & Touche LLP

Lynnette C. FallonExecutive Vice President, HR/Legal,General CounselAxcelis Technologies

Matthew E. FishmanVice PresidentCommunity Health, Partners Healthcare

Colby T. GamesterGamester Law Office

Lourdes GermanChair, Governance and Nominating CommitteeDirectorThe Civic Innovation Project & Fellow Lincoln Institute of Land Policy

Patrick GilliganChair, Administration and Finance CommitteeExecutive Vice President, Sales, Marketing & ProductBlue Cross Blue Shield of Massachusetts

Matthew GouldingCounselWeil, Gotshal & Manges LLP

Daniel GriggsMarket President Commercial BankingTD Bank

Ellen GriggsChair, Investment CommitteeIndependent Board Director

Ellie HarrisonHead of Human ResourcesJohn Hancock Financial Services

Pamela HerbstManaging Director, Head of Direct InvestmentsAEW Capital Management, L.P.

Jeffrey R. Holland

Carolyn M. JonesMarket President & PublisherBoston Business Journal

Patricia KraftThe Kraft Family Foundation

Steven D. KrichmarChair of the Board

Deborah LawrenceSenior Vice PresidentGlobal Commercial BankingBank of America Merrill LynchBank of America, N.A.Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mary Kay LeonardChair, Compensation CommitteeConsulting and Interim Executive Services

Amir MadjlessiEVP, Managing Director, Business BankingSantander

John MangChair, Campaign Cabinet

Penni McLean-ConnorSr. VP & Chief Customer OfficerEversource Energy

Rich MocheMemberMintz

Michael MooneyChairmanNutter McClennen & Fish LLP

Carolyn MurphyGroup Human Resources ManagerEnterprise Holdings— Boston Group

George Neble

Bill PiombinoChair, Seacoast Regional Council

Dorothy PuhyChair, Audit CommitteeExecutive Vice President & COO Dana Farber

Eric RosengrenPresident and CEOFederal Reserve Bank of Boston

Jay A. Shuman

Jane SteinmetzOffice Managing Principal, Boston OfficeErnst & Young, LLP

Tim SullivanChief of Staff for Intergovernmental Relations& Senior Advisor for External AffairsCity of Boston

Nick ToumpasExecutive DirectorSeacoast/Strafford Integrated Delivery Network

Carol ValiantiVice President, Communications & Public Affairs Unitil

Richard VoccioChief Administrative OfficerAssistant TreasurerUnited Way of Massachusetts Bay and Merrimack Valley

Mark WhitneyVice President, Strategy,Community Relations and FundraisingExeter Health Resources

Sujata YadavSenior Vice President,Consumer Lending DirectorEastern Bank

BOARD OFDIRECTORS

29

CAMPAIGN CABINETUnited Way’s Campaign Cabinet focuses on driving critical revenue for United Way’s work and mission. They do this through a clear focus on the traditional fundraising campaign—both in their own workplace and in other companies—while also developing and executing strategies to energize, deepen and innovate within our partnerships.

Peter A. BiagettiMintz

William C. BruceAetna U.S. Healthcare

Polly B. BrysonTerra Nova Partners, LLC

Timothy J. ConnellyBrown Brothers Harriman

Christopher E. DipetrilloErnst & Young LLP

Michael G. DonovanErnst & Young LLP

Lacy GarciaBabson College

Patrick F. GilliganBlue Cross Blue Shield of Massachusetts

Alexander F. Glovsky, Esq.Sovereign CRM

Matthew W. GouldingWeil, Gotshal & Manges LLP

Daniel Giggs TD Bank

Jeffrey R. Holland

Al JohnsonAtlantic Broadband

Joseph A. KaskBlum Shapiro

Deborah J. Lawrence-SwallowBank of America Corporation

John Mang

Mark M. MelitoDeloitte & Touche LLP

Claudia G. PiperWebster Bank, N.A.

Francis J. SennottRopes & Gray

Jay A. Shuman

John W. StadtlerPwC

Jon P. SwanThe Boston Consulting Group

3130

48in48A House for MEAcord, Inc.Action for Boston Community DevelopmentAction IncorporatedAllston Brighton Community Development CorporationAmerican Red Cross of MassachusettsAsian American Civic AssociationAsian Community Development Corporation (ACDC)Asian Task Force Against Domestic ViolenceASPIRE Developmental Services, IncBackyard GrowersBELL (Building Educated Leaders for Life)BEST Corp.Beverly BootstrapsBeverly Children’s Learning CenterBeverly Farmers’ MarketBig Brothers Big Sisters of Massachusetts BayBig Sister Association of Greater BostonBird Street Community CenterBOSTnet (Build the Out-of-School Time Network)Boston After School & BeyondBoston Area Health Education CenterBoston Asian: Youth Essential ServiceBoston Center for Independent LivingBoston Chinatown Neighborhood CenterBoston Local Development Corporation (BLDC)

Boys & Girls Club of Greater BillericaBoys & Girls Club of Greater LowellBoys & Girls Club of LawrenceBoys & Girls Club of Lower Merrimack ValleyBoys & Girls Club of WoburnBoys & Girls Clubs of BostonBoys & Girls Clubs of DorchesterBoys & Girls Clubs of Medford and SomervilleBridge Over Troubled WatersBrookline Community Mental Health CenterCambodian Mutual Assistance Association of Greater LowellCambridge Community Center, Inc.Cambridge Family & Children’s ServiceCamp Fire North Shore,IncCasa Myrna VazquezCatholic Charitable Bureau of the Archdiocese of Boston, Inc. (Catholic Charities)Centro PresenteChild and Family Services of New HampshireChild Development Council, Inc.Child Witness to Violence Project/Boston Medical CenterChildren’s Friend & Family ServicesChildren’s Law Center of MassachusettsChildren’s Services of RoxburyCitizen Schools MassachusettsCitizens’ Housing and Planning Association (CHAPA)City Mission Society of Boston Inc.City of BostonCity Sprouts

Codman Square Neighborhood Development CorporationCollege Bound DorchesterCombined Jewish Philanthropies of Greater BostonCommonwealth Land Trust, Inc.Community Action Partnership of Strafford CountyCommunity Action, Inc.Community Art CenterCommunity Boat BuildingCommunity PartnersCommunity TeamworkCommunity Work ServicesCrispus Attucks Children’s CenterCross Roads HouseDisability Law CenterDorchester Bay Economic Development CorporationDorchester Youth Collaborative (DYC)Dot House HealthDover Day Care Learning CenterEarly Learning NHEast Boston Ecumenical Community Council (EBECC)East Boston Social CentersEast End HouseEcumenical Social Action Committee, Inc. (ESAC)Eliot Community Human ServicesElizabeth Peabody HouseElizabeth Stone HouseEllis Memorial & Eldredge HouseEmmaus, Inc.EmpathEnrootFair TideFamilies First Health and Support Center

TEAM UP WITH OUR PARTNER AGENCIES

My hope is that our gift will inspire others. . .

““

HELEN CHIN SCHLICHTE

SUPPORTER SPOTLIGHT

“Don’t wait to give your money in a will. Give it when you can see it working.”

That was the philanthropic philosophy of Helen Chin Schlichte’s late husband George. Helen, a long-standing United Way supporter and Tocqueville Society member, has continually put that philosophy into practice. Last year she ensured it would last well into the future by endowing a fund to to promote the development and training of United Way staff, the first gift of its kind for our organization.

“When I had the honor of co-chairing the 1994 United Way campaign,” Helen explained, “I saw young campaign staff leave the organization because opportunities for them to enhance their skills weren’t available. That’s when George and I first talked about a Professional Development Fund. My hope is that our gift will inspire others to follow George’s philosophy and give now.”

—Helen Chin Schlichte

3332

NeighborWorks Southern MassachusettsNew Generation, Inc.New Hampshire Legal AssistanceNOAHNorth Shore Community Development CoalitionNorth Shore Health ProjectNortheast Arc, Inc.Nuestra Comunidad Development CorporationNurtury, Inc.Operation A.B.L.E. (Ability Based on Long Experience)Partners for Youth with DisabilitiesPathways for Children, Inc.Pine Street InnProject HopeQuincy Community Action Program, Inc. (QCAP)Raw Art WorksRichie McFarland Children’s CenterRiverside Community Care, Inc.Roca, Inc.Rochester Child Care CenterRockingham Community ActionRoxbury YouthworksSaint Vincent de Paul ExeterSalem YMCASamaritans, Inc.Seacoast Community SchoolSeacoast Family PromiseSeacoast Mental Health CenterSHARE FundSilver Lining MentoringSociedad LatinaSociety of St. Vincent de Paul (St. John’s Parish)

Society of St. Vincent de Paul (St. Mary’s Parish)Somersworth Early Learning CenterSomerville Homeless CoalitionSomerville YMCASouth Boston Neighborhood HouseSouth Middlesex Opportunity Council, Inc.South Shore StarsSouth Shore YMCASouthern New Hampshire Services, Inc.Spirit of Adventure Council, Boy Scouts of AmericaSt. Ann’s Home & SchoolStraight Ahead MinistriesStrategies for ChildrenSTRIVE/Boston Employment Service, Inc.The Boston FoundationThe Boys & Girls Club of Greater HaverhillThe Caleb Group, Inc.The Center for Teen EmpowermentThe Community GroupThe Food ProjectThe Granite YMCAThe Greater Boston Food Bank Inc.The Home for Little WanderersThe Housing PartnershipThe Midas Collaborative, Inc.The Neighborhood DevelopersThe Open DoorThe Paul Center for Learning and Recreation, Inc.The Salem Backpack ProgramThe Salvation ArmyThom Child & Family Services

Thompson IslandTLE Center for Urban EntrepreneurshipTransition HouseUnited South End SettlementsUnited Teen Equality Center (UTEC)Urban Edge Housing CorporationUrban League of Eastern MassachusettsVictory ProgramsVietnamese American Initiative for Development (Viet-AID)Waltham Boys & Girls ClubWellspring House, Inc.West End House Boys & Girls ClubWeymouth Food PantryWoburn Council of Social Concern, Inc. (D.B.A. Council of Social Concern)Workforce Solutions Group/ Third Sector New EnglandX-CelYear Up BostonYMCA of Greater BostonYMCA of Metro NorthYMCA of the North ShoreYouth & Family Enrichment ServicesYouthBuild BostonYouthBuild LawrenceYWCA BostonYWCA HaverhillYWCA Malden-Center for Women & FamiliesYWCA of Greater LawrenceYWCA of Lowell

Family & Children’s Service of Greater LynnFamily ACCESS of NewtonFamily ConnectionsFamily Nurturing Center of MassachusettsFamily Service Association of Greater Boston, Inc.Family Services of the Merrimack ValleyFamilyAid BostonFather Bills & MainSpring, Inc.Federation for Children with Special NeedsFirst Literacy, Inc.For Kids Only Afterschool (FKO)Foundation for Boston Centers for Youth & FamiliesFriends of the Homeless, Inc.Friends of Youth Opportunity, Inc.Girl Scouts of Eastern MassachusettsGirls Inc. of Greater HaverhillGirls Incorporated of Greater LowellGirls Incorporated of LynnGoodwin Community HealthGreat Bay Kids’ CompanyGreater Boston Legal ServicesGreater Lawrence Community Action CouncilGreater Lowell Family YMCAGregg Neighborhood House Association, Inc.Harborlight Community PartnersHattie B. Cooper Community CenterHeading Home, Inc.Healing Abuse Working for Change (HAWC)Health Resources in Action

Healthy Steps for Young Children—BMCHearthHomeless Center for Strafford CountyHomes for FamiliesHomeStart, Inc.Horizons for Homeless ChildrenHousing Action NHHousing Assistance CorporationHousing FamiliesHyde Square Task ForceInquilinos Boricuas en Acción (IBA)Institute for Nonprofit Management and LeadershipInterfaith Social ServicesInternational Institute of BostonJamaica Plain Neighborhood Development CorporationJewish Big Brothers Big Sisters Association of Greater BostonJewish Community Relations Council of Greater BostonJewish Family and Children’s ServiceJewish Vocational Service, Inc.JFY-NetworksLa Alianza HispanaLahey Health Behavioral ServicesLamprey Health CareLawrence CommunityWorksLowell Community Health Center—Teen BlockLynn Economic Opportunity Inc.Lynn Housing Authority & Neighborhood Development (LHAND)Lynn Public SchoolsLynn Shelter Association

Madison Park Development CorporationMalden YMCAMass General Hospital Center for Community Health ImprovementMass Mentoring PartnershipMassachusetts Advocates for ChildrenMassachusetts Affordable Housing Alliance (MAHA)Massachusetts Afterschool Partnership (MAP)Massachusetts Alliance of Portuguese Speakers (MAPS)Massachusetts Alliance on Teen PregnancyMassachusetts Association for Mental Health (MAMH)Massachusetts Association of Community Development Corporations (MACDC)Massachusetts Coalition for the HomelessMassachusetts Immigrant & Refugee Advocacy Coalition (MIRA)Massachusetts Society for the Prevention of Cruelty to Children (MSPCC)Math PowerMental Health Association of Greater LowellMental Health Association, Inc.Merrimack Repertory TheatreMerrimack Valley Food Bank, Inc.Merrimack Valley YMCAMetropolitan Boston Housing Partnership, Inc.Mujeres Unidas Avanzando (MUA)My Friend’s PlaceNeighborhood of Affordable Housing (NOAH)

TEAM UP WITH OUR PARTNER AGENCIES

3534

Greenberg-Summit PartnersHarbourVest Partners LLCKBK FoundationKPMG LLPLindt & Sprungli, USA Inc.Macy’sMorgan, Lewis & Bockius LLPPentucket BankPeople’s United BankPlymouth Rock Assurance CorporationPwCQuincy Mutual Fire Insurance CompanyRiemer & Braunstein LLPShaw’s Supermarkets/Star MarketsTarget Corporation (All)The Boston Consulting GroupThe Boston Foundation (DAF)The Davis CompaniesThermo Fisher ScientificUNITILWebster Bank, N.A.

$20,000 – $49,999A.W. Perry, Inc.Adage Capital ManagementAerodyne Research, Inc.Ahold USAAlbany International Corp.Axcelis Technologies, Inc.Beach Point Capital Management LPBeacon Capital Partners, LLCBergmeyer Associates, Inc.BMO Capital MarketsBottomline Technologies, Inc.Brookline BankCanaccord Adams Inc.

Charles Sanders TrustColliers InternationalCornerstone Charitable FoundationDechert LLPDePuy Mitek ProductsEdwin S. Webster FoundationEnterprise Bank and TrustFederal Express-Northeast DistrictFederal Home Loan BankFederal Savings BankFidelity Institutional Asset ManagementFidelity InvestmentsFTI ConsultingGordon Brothers GroupGorton’s Inc.Greater Boston Legal ServicesHannaford SupermarketHarvard Pilgrim Health Care, Inc.HP Hood LLCHubSpot, Inc.IBMIncome Research & Management, Inc.Intercontinental Real Estate CorporationJ. & M. Brown Company, Inc.J.P. Morgan ChaseJLLLantheus Medical ImagingLeggat McCall Properties LLCLonza Biologics Inc.Lucia B. Morrill Charitable FoundationMargulies Perruzzi ArchitectsMass. Electric Construction Co.McCall & Almy, Inc.MFS Investment Management

MoriartyNAIOPNational DevelopmentNEPC, LLCNew England DevelopmentPacific Life Insurance CompanyPfizer Inc. MVPitney Bowes–ImagitasRaymond James Financial ServicesRockland Trust CompanySafety Insurance CompanySamuels & Associates, Inc.SG Cowen Securities CorporationShell Oil CompanySheraton Portsmouth Harborside HotelSkanska USA Building Inc.South Shore BankSprague Operating ResourcesStax Inc.Sudbay Automotive GroupSummit PartnersSunTrust Bank, Inc.Terra Nova Partners, LLCThe Andover CompaniesThe Boston GlobeThe TravelersThe U. S. Charitable Gift TrustTheodore Edson Parker FoundationTJ Maxx CorporationUnicare Wellpoint–AndoverUS BankVanderweil EngineersVelcro USA Inc.WCVB-TV, Channel 5YMCA of Greater Boston

$1,000,000 +Bank of America CorporationBNY Mellon DeloitteP & G Gillette CompanyThe Stop & Shop Supermarket Company

$750,000 – $999,999Bain Capital, LLCBlue Cross Blue Shield of Massachusetts, Inc.Brown Brothers Harriman Eaton Vance CorporationJohn Hancock Financial Services

$500,000 – $749,999Bain & CompanyBerkshire Partners LLCEversource EY National GridPartners HealthCare Brigham and Women’s Hospital Faulkner Hospital Boston Massachusetts General Hospital McLean Hospital Newton-Wellesley Hospital North Shore Medical CenterUPS Northeast District

$250,000 – 499,999Enterprise Rent-A-Car General ElectricMassachusetts Institute of Technology

Putnam InvestmentsRopes & Gray LLP State Street CorporationTD BankWells Fargo Bank

$100,000 – $249,999AccentureAdvent International CorporationArbella Insurance GroupBoston CollegeBoston UniversityCabot CorporationChoate Hall & Stewart LLPCitizens Bank of MassachusettsComcast CorporationDana-Farber Cancer InstituteDDJ Capital ManagementEastern Bank Charitable FoundationFederal Reserve Bank of BostonFoley Hoag LLPGoodwinHarvard UniversityITW CorporationLiberty Mutual GroupLoomis, Sayles & Company L.P.Mintz, Levin, Cohn, Ferris, GlovskyNational Grid FoundationNatixis Global Asset Management, L.P.NextEra Energy Seabrook, LLCNew England Patriots Football ClubNutter McClennen & Fish LLPRaytheon CompanySantander Bank

Sun Life FinancialTA AssociatesTD AmeritradeTD BankThe Ansin FoundationThe Boston Consulting GroupTufts Health PlanUnited Way of Massachusetts BayWegmansWeil, Gotshal & Manges LLPWellington Management Company, LLPWells Fargo BankWilmerHale

$50,000 – $99,999Aetna FoundationAT&TBlackRock FinancialBoston Mutual Life Insurance CompanyBoston Properties, Inc.Boys & Girls Clubs of BostonC & S Wholesale Grocers (Symbotic LLC)Cambridge Trust CompanyCharlesbank Capital Partners LLCCoverysDeMoulas Supermarket, Inc.Eastern BankEbsco PublishingElkus Manfredi ArchitectsEversource EnergyG. Gorham Peters TrustGeneral DynamicsGoulston & Storrs, P.C.

TEAM UP WITH OUR CORPORATE PARTNERS

TEAM UP WITH OUR CORPORATE PARTNERS

We thank the following companies for their generosity, support, and commitment to changing lives.

37

THE TOCQUEVILLE SOCIETYUnited Way’s Tocqueville Society is an opportunity for passionate individuals to make lasting change in the community. As a Tocqueville Society member, you join with others to shape change by helping to influence and guide our work. You don’t just help people, you play an active role in transforming how they are helped.

Specifically, the United Way Tocqueville Society aims to: • Change lives through philanthropic leadership focused on the building blocks for a better life: financial opportunity and educational success.

• Communicate the vital role of personal philanthropic action in creating lasting change.

• Expand high-level personal giving and United Way Major and Planned Giving programs.

• Strengthen local United Way leadership by building a network of like-minded leaders across the globe.

Tocqueville Society Council Members:United Way’s Tocqueville Society Council members actively promote the mission and work of United Way and are critical to the cultivation, growth, and retention or the organization’s most generous donors. The Council is committed to making the Tocqueville Society more impactful in our community and meaningful to its members.

William RosensweigCo-ChairBrown Brothers Harriman

Judi RosensweigCo-Chair

Brenda L. Campbell-WarnerDeloitte & Touche LLP

Scott Warner

Matthew D. CohnKirkland and Ellis, LLP

Jennifer Cohn

William J. Gilet Jr.PwC

Maryann Gilet

Jeffrey R. Holland

Celine Holland

John Mang

Rae Mang

Tiziana E. PolizioBrown Brothers Harriman

Jay Shuman

Lynda Shuman

3938

$100,000 – $999,999Walter and Alice Abrams#

Edmund Ansin*#

Joshua and Anita Bekenstein*#

Bradley and Terrie Bloom*#

David Breazzano#

Kevin and Julie Callaghan*#

Susan and Douglas Donahue Jr.#

Paul and Sandra Edgerley*#

Carol R. & Avram J. Goldberg, Deborah B. Goldberg, Joshua R. Goldberg, Trustees, The Goldberg Family Foundation#

Roger and Dawn Kafker*#

Robert K. Kraft*#

Douglas Lober and Ann BitettiBrian Moynihan and Susan Berry*#

3 Anonymous Donors

$50,000 – $99,999Thomas and Marsha AlperinRobert Bechek and Elizabeth Freeman Bechek#

Rick and Christine Berk#

Chris Bierly and Margaret Boasberg#

Willa and Taylor Bodman#

Pamela Dippel and Jeffrey Choney#

Gerard and Beth du Toit#

Diane and Neil Exter#

Maureen and Tony Gemma#

Lawrence and Beth Greenberg#

Joseph and Linda HooleyMr. and Mrs. Amos B. Hostetter, Jr.#

Thomas and Maryann Jalkut#

David and Suzi Johnson#

Stephen and Jill KarpDavid and Marion Mussafer#

John O’Neil IIIDennis and Dolores Picard#

Robert and Christine Small#

Richard and Susan Smith Family Foundation#

Richard Smith#

John and Amy S. Berylson and James Berylson#

Jonathan Block and Jennifer Berylson Block#

Robert Katz and Elizabeth Berylson Katz#

Robert and Dana Smith#

Debra Smith Knez, Jessica Knez, and Andrew Knez#

Barbara K. Sweet^#

Theodore and Kate TyeJames and Betsy Westra#

3 Anonymous Donors

$25,000 – $49,999Eric and Nanny Almquist#

Christian Atwood and Susan O’Bell#

Steven and Deborah Barnes#

Jane Brock-Wilson#

James CalvinJohn and Kelly Carroll#

John Cogan Jr. and Mary Cornille#

John and Stephanie Connaughton#

Timothy and Ames Connelly#

Janet Cooper and Raymond Marcinowski#

Nelson Darling Jr.#

Jonathan and Margot DavisJohn Donohue#

Alan and Suzanne Dworsky#

Alan and Lisa Dynner#

Thomas and Jill Eisenmann#

Susan and Jeffrey Esper#

Thomas E. and Winifred D. Faust#

Andrew and Ruth Frommer#

Lawrence and Penny Goodman#

Garth and Lindsay Greimann#

Kara and Jamie Gruver#

Stella Margaret Hammond#

Robert G. Jones#

James and Mary Judge#

Ron and Alison Kermisch#

Jonathan and Patricia Kraft#

Steven and Karen Krichmar#

Alan and Sherry Leventhal#

Susan C. Livingston#

Ellie and Phil Loughlin#

Richard and Nancy Lubin#

David Manfredi#

Terry and Seanna Metzger#

Cathy Minehan#

John and Carol MoriartyMichael Neuberger#

Thomas L. P. O’Donnell#

Scott Page and Gail Sullivan#

Randy Peeler and Kate Kellogg#

Robert and Laura Reynolds#

Judi and Bill Rosensweig#

Deborah and Leroy Simpson#

Christopher Smith#

Edwin and Katharine Smith#

David and Stephanie Spina#

Daniel and Margaret Sunderland#

Benjamin and Katherine Taylor#

Charles and Bonnie Tillen#

Anne and Raimund Vanderweil Jr.#

Vijay Vishwanath and Gita Iyer#

Robert and Terry Wadsworth#

July 1, 2017 – June 30, 2018 * — Million Dollar Roundtable member(s) ^ — Donor(s) to United Way of the Greater Seacoast # — Loyal donor(s) contributing continuously for at least 3 years

Stephen and Dorothy Weber#

Guy and Eveline Weyl#

Natalie and William Whelan Jr.#

Albert and Judith Zabin#

Brooks and Linda Zug#

4 Anonymous Donors

$10,000 – $24,999Donald-Bruce Abrams and Roberta RubinGina Adamo^#

Marianne Ajemian#

Robert and Helen Alkon#

Derek and Sis Allen#

Russell Antonevich Jr.#

Joseph and Sara Apke#

Andrew Arnott#

Dewey and Margaret Awad#

John and Deborah Ayer#

Gregory C. Badger#

Mark and Agnieszka Barnes#

Katy and Daniel Barton#

Bruce BealRobert Beal*#

Jeffrey P. Beale#

David Begelfer#

James Belliveau#

Edward J. Benz Jr., MD and Margaret A. Vettese, PhD, RN#

Richard and Sandra BertmanCarlo and Adrianna BertucciRaymond Bigelow III#

Marcia and Don Blenko#

Jeffrey B. BlumbergDavid and Cassie BordeauStephen Bowen#

Stephen and Valerie Boyle^#

Christopher and Jeanne Bradley#

Dan and Elaine Bradley#

Theresa Brockelman#

Ivy and Eddie Brown#

David and Jerilyn Brownell^#

Polly and Chuck Bryson#

Kevin Burke#

Stephen and Susan Burlone#

Sarah Cairns-Smith#

Acheson Callaghan#

Brenda Campbell-Warner and Scott Warner#

Martin Carmichael III and Lisa J. Gruenberg#

Timothy Carpenter#

Stephen W. and Candace B. Carr#

Gary CarrowayChristine and Larry Carsman#

David Caruso and Diane Willis#

Julia and Mark Casady#

Kevin CaseyJoanne Casper and Wendell Colson#

Phil and Robbie Catchings#

Alfred D. and Susan E. ChandlerDavid Chapin and Lauren Norton#

Richard and Maxine Charlton#

Rebecca Chasen#

Jonathan and Judy Chiel#

Brian and Nicole Clark#

Matthew D. CohnGarth and Janet Collins#

George Collins and Mary Malaszek#

Gregory Comeau#

Penelope and Nick Conner#

Barbara and William Connolly Jr.#

Ann and William Conrad#

Anthony Consigli

Matthew ConsigliJoseph CorcoranMark Crandall#

Diane Cronin#

Cummings Foundation, Inc.Karen and Stephen Curry Jr.#

Lawrence and Marla Curtis#

Matthew DallettKristina and Evan Davis#

Lawrence DeppBrenda and Peter Diana#

Robert A. Diefenbacher and Pamela A. Bisson#

Benjamin Dollar#

Nancy Donahue#

John Donovan Jr. and Donna Hale#

Michael G. Donovan#

J. Anthony Downs and Jin-Kyung Kim#

Andrew Dreyfus#

Ronald and Julia DrukerCheryl and James Duckworth#

Michael P. and Kate Duffield#

Brian and Molly Duffy#

Lisa Dumont#

Shelley Duncan#

Christopher Dunn#

Michael Durkin and Ann Bersani#

Michael and Barbara Eisenson#

Lawrence and Gail Fahey#

Daniel and Cheryl Farley#

Scott and Joanne Faust#

Jonathan M. FeigenbaumRichard and Beth Fentin#

Carl and Judy Ferenbach III#

Douglas FiciDouglas Fiebelkorn#

TOCQUEVILLE SOCIETYDONOR ROSTER

4140

David and Deborah Finnerty#

Steven and Nancy Fischman#

John and Cynthia FishKurt D. and Cynthia J. Flory#

Karen and Richard Fournier Jr.#

Marta and Robert Frank Jr.#

Joseph FriasLizett FriasRodney FriasPaul Fruitt#

Jeffrey and Mary Fuhrer#

Howard Furman#

James Gallagher#

Alan and Laryn Gardner#

Dozier and Margaret Gardner#

Kathleen GardnerBink and Louisa Garrison#

Michelle and William Gelnaw Jr.#

Lourdes German#

William and Maryann Gilet#

Patrick F. Gilligan#

Glen and Lisa Giovannetti#

Alexander and Cheryl Glovsky#

Jane Goldstein and Bruce Depper#

Julie GoosmanChris and Mary Gordon#

Matthew A. Budd and Rosalind E. GorinMichael Greene#

Nicholas and Marjorie Greville#

Daniel Griggs#

Barbara Gueth#

Thomas W. Haas Fund of the New Hampshire Charitable Foundation^#

John and Bernadette Hackett#

Christopher J. and Constance N. HadleyNeil and Anne Harper#

Christopher and Christine Harvey#

Noorul and Diana Hasan#

Robert Hatch Jr.#

Irwin and Sheila Heller#

Blair and Jacqueline Hendrix#

Pamela Herbst#

Barbara Herzstein#

Keith Higgins and Andrea Smiley-HigginsEdward A. and Macrina Hjerpe III#

Laura Hodges Taylor and Scott Taylor#

Christian and Donna Hoffman#

Jeffrey and Celine Holland#

William J. HuntLaurie and Scott Hylton#

Robert and Faythe Jacobs#

Seth Jaffe#

Daniel Janis#

Jason and Stefanie Janoff#

Gary and Carole JennisonRobert and Esther JohnsonJulie and Mark JonesRoss and Emily Jones#

William and Nancy Jordan#

Adam Kahn and Kimberly Smith#

Jeffrey Kaneb#

John G. and Wilma R. Kassakian#

Christopher and Kim Kazantis#

Alan Kesler#

Christopher and Susan Klem#

Susan Klink#

Kathleen KneramJosh and Carolyn Kraft#

Paul and Amy Kraft#

Ms. Amy L. Kyle and Alfred O. Rose, Esq.Chris LaCroix#

Edmond and Christine Landry III#

Robert and Marion LappinRichard and Kendra Lassen#

Patricia Latimore and Bourdillon Apreala#

Deborah Lawrence-Swallow#

Lucian and Martha Leape#

Dianne and William Ledingham#

Christopher Lee#

David Lee#

Declan and Josephine Lee#

Stephen E. and Gail P. Leichtman#

Mary Kay Leonard#

Jeffrey Levine#

George and Emily Lewis#

Giles LewisStephen Little#

Peter and Babette Loring#

Josh and Jessica Lutzker#

Sean LynchBrian and Margot MacArthur#

David and Catherine MacKinnon#

Todd and Laura MacLean#

Francis and Mary Mahoney#

R. Bradford and Sharon Malt#

John and Rae Mang#

David Mannheim#

John Manning#

Martin and Tristin Mannion#

Paul R. and Anne Punzak MarcusRobert and Cynthia MarrKim Marrkand#

Stephen and Donna Mastrocola#

Karen and Ippolit Matjucha#

Thomas and Donna MayBrenda McAuliffe#

Gina and James McCaffreyWilliam McCall Jr.#

Thomas and Emily McClintockKevin and Susan McGinty#

Kevin and Tracy McGovern#

Sean and Lisa McGrathGail and Thomas McNaughton#

Jay McQuaide#

Tom and Tara Meissner^#

Mark and Christine Melito#

David and Kelly Michaud#

Thomas and Robyn Milbury#

David H. Miller and Ruth P. Hertzman-MillerJames and Sally Miller#

Michelle Mittelsteadt#

Richard Moche and Heidi Brown#

Adam MoehringMelissa and Don Monich#

Michael Mooney#

Susan Murley#

Carolyn Murphy#

Robert and Joan Murray#

Marc MyersJohn Nadas and Stephanie Hornung#

George and Sharyn Neble#

Larry Neiterman#

Philip Newman#

David NoonPeter NordblomMolly and Joseph Nye Jr.#

Judith Obermayer#

Patrick and Maureen O’Brien#

R. Daniel and Amy O’ConnorMichael and Maryclare O’Hara#

Tamara Olsen#

William T. Olsen^Timothy O’Neil#

Tim and Lynne Palmer#

Michael Paster#

Diane and Deval Patrick#

Robert and Mary PersonsKevin and Anne Phelan#

Charles Pierce#

Lisa Pirozzolo and Christopher Goddu#

Regina M. Pisa#

Douglas Plotkin#

Dane PoeskeTiziana Polizio#

Alexis Porras and Norma Ofsthun#

Peter PoulinRobert and Elizabeth PozenHarold and Frances Pratt#

Paulo PrazeresWalter M. and Karen E. PresseyEric and Pamela Price#

Douglas Pruett#

Carolyn Pruyne#

Dorothy Puhy#

Mary G. Puma and Elvind G. Lange#

Paul and Susan Quaranto#

Karen Ramsey#

Karen Rankin#

Michael and Jill Reilly#

Kimberly Reinert and Derek Wessel#

Christopher and Amy Remondi#

Lynn RobinsonAlicia Rose#

Johanna H. Ross#

William S. Rowe#

Michael RuaneKay and Stanley Schlozman#

Robert and Catherine Schneider#

George and Martha Schwartz#

Paul Schwartz and Daphne PetriDavid W. and Marie Louise Scudder#

Michael Shanahan and Yelena Burdan#

Eileen C. Shapiro and Reuben E. EavesDenis K. Sheahan#

Gregory and Miriam SheehanEric Sheffels#

Will and Betsy Shields#

William and Jensie Shipley#

Thomas Shively and Lisa Coney#

Binkley C. and Paula Shorts#

Jay and Lynda Shuman#

“Sidman Family GiftPaula Sidman, Hope Sidman, Matthew, Lori Sidman”#

Brian Simmons#

Paul R. Simms#

Richard and Barbara Skaggs#

William and Theda Skocpol#

Thomas and Elizabeth Sorbo#

Jody Steel#

Jane Carey SteinmetzCampbell Steward#

R. Newcomb Stillwell#

Andrew and Amy Sucoff#

Kevin SullivanRaymond and Megan Sullivan#

Jon and Robin Swan#

David Swift#

Maryrose SylvesterSteven Tadler#

Lee and Carol Tesconi#

Anthony Teta#

Sanjiv Thakarar and Allyson Bloom#

Jason R. ThogmartinDeborah Trachtenberg#

William F. “Ted” and Kathleen Truscott#

Kristine M. Trustey#

Charles and Lorna TseckaresDenyse and Michael Turpin#

Robert Van Dore#

Gerardus Verweij#

Gail and Ernst von MetzschEmily Wade#

Charles and Lynne Walker^#

Liam Walsh#

Mark Walsh#

Donald Ware#

Steven Weinstein#

Peter F. Weller and Anne Nicholson-Weller#

EJ and Lori Whelan#

Kevin and Eileen White#

Dudley and Sally Willis Sr.#

Thomas Wolf and Ellen SmolkaRichard and Linda Wolk#

William Wright#

Justin and Genevieve Wyner#

David and Deanna YoungEdward Zuker18 Anonymous Donors

43

MICHAEL K. DURKINPresident and Chief Executive Officermdurkin@unitedwaymassbay.org617.624.8100

LISA ROWAN-GILLISChief Development Officerlrowangillis@unitedwaymassbay.org617.624.8275

PATRICIA LATIMOREChief Operating Officerplatimore@unitedwaymassbay.org617.624.8200

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JANET COLLINSIndividual Giving and Leadership Giftsjcollins@unitedwaymassbay.org617.624.8045

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SHERRIE HOLDER-WATTSHuman Resources and Ethicssholder-watts@unitedwaymassbay.org617.624.8202

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