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2013 Dedicated to local and global solutions for a healthier world... WOODARD & CURRAN FOUNDATION ANNUAL REPORT 1 2 3 4 5 6 8 7

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Page 1: WOODARD & CURRAN FOUNDATION 2013 ANNUAL … Cherniak Cheryl Choquette Nicole Cissel ... Woodard & Curran Foundation 2013 Donors and In-Kind Contributors ... Lauren Swett Rebecca Talbert

2013

Dedicated to local and global solutionsfor a healthier world...

WOODARD & CURRAN FOUNDATION

ANNUAL REPORT

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Page 2: WOODARD & CURRAN FOUNDATION 2013 ANNUAL … Cherniak Cheryl Choquette Nicole Cissel ... Woodard & Curran Foundation 2013 Donors and In-Kind Contributors ... Lauren Swett Rebecca Talbert

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“We sincerely thank the Woodard & Curran Founda-tion for its generous donation. This money will go a long way to funding our May 2014 implementation trip implement-ing rainwater harvesting systems on ten homes. Your contribu-tion will significantly help in

our efforts to make daily access to clean water a reality for the people of Guachthu’uq, Guatemala.” - Michele Mensing, President, EWB-USA WPI

2013 was a successful year for the Woodard & Curran Foun-dation. Major progress was made in increasing our donor base, and as a result, the Foundation’s Board of Directors voted to increase funding for grant awards, from the two awarded in 2012 to three in 2013, totaling $10,000. Representatives from the Foundation traveled to award the three grants to the following organizations:

•BangorLandTrust:$2,500grantfortrailimprovements,informational kiosks, and improved trail signage.

•NewHampshireAudubon:$4,400grantforEnvironmen-tal Education Outreach Program

•StudentChapterof EngineersWithoutBorders,Worces-ter Polytechnic University: $3,100 grant for rain water harvesting in Guatemala.

TheFoundationisalsocommittedtostayingintouchwithitsearlier grant winners and keeping track of their progress, as reported in our October 2013 newsletter.

Pi RACE CONTINUES TO BE A DRAW!Whereelsecanyouruna5Kandbehandedapieceof home-madepieattheend?TheEasyasPiracessponsoredbytheWoodard & Curran Foundation, of course! October 19-20 was road race weekend, with Saturday’s race taking place in Portland, MEandSunday’sinPawtucket,RI.Thisyear’sfeatureof home-made pie was a huge hit!

GOLF TOURNAMENT NETS $7,000 FOR THE FOUNDATIONSixty golfers enjoyed a beautiful day on September 30 at the

PeddieGolf CourseinHightstown,NJ.PlustheFoundation’sendowment increased by $7,000 thanks to the efforts of the event’s planning committee and a great turnout.

LOOKING AHEAD TO 2014What’saheadfor2014?TheFoundation’sBoarddevotedtime in 2013 to evaluate its mission and provide greater clarity around grant giving. “Environmental stewardship through community involvement” will serve as a key principle for future grant decisions.

TheBoardisalsofocusedonexpandingawarenessof theFoun-dationandisplanningadditionaleventsfor2014,beginningwithaCasinoNightattheGwinnettBalletTheatreinAtlantainJune.

INVESTMENT FUNDIn 2013 the Woodard & Curran Foundation investment fund benefittedgreatlywithstrongequityreturnswhilemaintainingaconservativeallocationfavoringliquidityandpreservationof capital. As the Foundation continues to grow, its allocation and balance of long-term returns with short-term volatility will be reflectedinanevolvingassetallocationthatPlimsollMarkandthe Foundation’s Board of Directors will constantly monitor.

Lookingahead,PlimsollMarkanticipates2014tobeayearof continued rising interest rates, but most likely at a tepid pace, saying, “We think the overall market will continue to progress forwardbutatamuchslowerpacethanlastyear.However,wecontinue to believe that a balanced portfolio of focused, high qualityinvestmentsthatpossessahighlevelof liquidityistheprudent allocation of a young endowment portfolio.”

““I continue to be impressed with the Foundation’s asset size and growth in such a small and competitive community, your level of dedication and professionalism, and the extraordinary focus at attaining your goals.”

-BartWeisenfluh,InvestmentFundManager, Plimsoll Mark Capital

“Since its establishment in 2010, the Foundation has awarded grants to communities far and wide. These grants were made possible by generosity alone. It is very rewarding to be a part of something so meaningful.”

- Gillian Wood, Woodard & CurranFoundation Committee Member

“Yesterday morning we had a cheery crowd of able-bodied and energetic outdoor enthusiasts, includ-ing three small children, who assembled the new – and safe – bridge at North

Penjajawoc Forest. Thank you so much for making this possible!” -LucyQuimby,President

BangorLandTrust“Thank you for the grant to our Massa-besic Audubon Center for environmental education programs in Manchester, NH schools. These programs teach children about natie plants, animals and habitats in New Hampshire. Programs such as Fabulous Frogs, Food Chain Connection, and Winter Ecology increase awareness, respect and appreciation for the natural world and build a foundation for future stewardship of New Hampshire’s natu-ral resources.”

- Mike Bartlett, President, NewHampshireAudubon

IN THEIR WORDS

Page 3: WOODARD & CURRAN FOUNDATION 2013 ANNUAL … Cherniak Cheryl Choquette Nicole Cissel ... Woodard & Curran Foundation 2013 Donors and In-Kind Contributors ... Lauren Swett Rebecca Talbert

Grant Awards

Administrative Costs

Event Expenses

Event Sponsorship

Public Relations

Fundraising

Total Income: $122,086

2013 FINANCIAL REPORT

Total Expense: $25,595

50.5%

10.5%3.6%

10.9%

7.0%0.2%

17.3%Woodard & Curran Employee & Related Fundraising

Woodard & Curran Inc. Support

Investment Fund

Stock Donation

Stock Appreciation

Public Support

Event Revenue

Beginning of Year Total Assets = $161,164 Year-End Total Assets = $257,654

Change in Assets = $96,490

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43.9%

5%

46.7%

2.2%0.1% 2.1%

POR TLAND

TRAIL S

Accutest LaboratoriesACECAdventurous Joe CoffeeAlpha LaboratoriesAMRO Environmental LaboratoriesAqua SolutionsAtlantic Fluid TechnologyAWT EnvironmentalBOND BrothersBorislow InsuranceBrenda DziedzicCherry, Weber & AssociatesCivil Design Consultants Inc. (CDCI)CODE EnvironmentalControl 7, Inc.

Craft Beer CellarCreamer Environmental, Inc.Creative Touch Ribbon DistributorDavid F. Sullivan & AssociatesDelaware Valley Data CollectionDiva’s CupcakeryElm Electrical, Inc.Environmental Waste Minimization, Inc. Flow Assessment Services, LLCFuelBelt, Inc.GEOD ConsultingGreenwich Valley Veterinary ClinicHallen ConstructionHilton Garden Inn - Downtown PortsmouthKevin Braga, Law Office of

Thank you to our Sponsors and Donors for their generosity and commitment to the Foundation!

Millennium Engineering Inc.Northeast ElectricalNorthstar Environmental ServicesOffice Max Perteet, Inc.Pine Environmental ServicesRothamel Bratton AttorneysRyan Wellnitz & AssociatesSanta MambaSonepar ManagementSouth Jersey GasThe Johnson Company, IncThe Omni GroupWrights Dairy Farm & BakeryYork Analytical Laboratories

Donor list continues on Page 4.

Page 4: WOODARD & CURRAN FOUNDATION 2013 ANNUAL … Cherniak Cheryl Choquette Nicole Cissel ... Woodard & Curran Foundation 2013 Donors and In-Kind Contributors ... Lauren Swett Rebecca Talbert

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Michael AlberiGlenn AlmquistJennifer AndrewsDonna AndrewsMike ApflebaumEric AxelrodCarlos Ayala-DiazJessica BalesanoMichael BarberaJennifer BeaulieuAlan BenevidesJoan & Ray BerettaMichelle BermanChelsea BierkanKristy BishopRosemary BlacquierTerry BlanchetteEllen BloomerJanelle BonnJohn BorgesiKenny BoughterSuzy BrewerBrent BridgesJohn BrockingtonChristine BrownAdam ButlerKelly CampLisa CampeKris CarlsenKenneth CarlsonDevon CarterJeff CastellanoAnthony CatalanoFrank CavaleriLorraine ChampagneJames ChaplickMichael CherniakCheryl ChoquetteNicole CisselSusan ClancyMark ClearyCynthia ColeDuff CollinsMaggie ConnollyKelly CowanChad CoyMark CunninghamMike CuratoAlbert CurranShannon DaigleJohn DanielsSaeed DarienDaniel DiNicola

Rodger D. DinsmoreLeonard J. DiprimaRachael DoraisChristin DowlingNed DuboisSusan DubuqueAndrea EaganJim EkedahlTomas EnnisThomas EschnerLynn EtchinghamJames EverettWendy FarmerToby FedderJames FineganTimothy FinnJim FitchAndrew FitzpatrickErika Flemming-CoullCourtney FloresDana FortierDebbie FoshayThomas FrancoeurSeth GarrisonJoseph GearyRachel GilbertSusan GilliandPeter GoodwinHelen GordonJames GormanRichard GouldHugh GreechanJanice GreenwoodJeffrey HamelNicholas HastingsJames HillPaul HoganSteve HoltmanJason & Mary HouseShawn HuberRodger HuberEric HultstromEmily JacksonSteve KaminKarl KasperLeroy KendricksChris KeneagyTroy KepleyJoe KingDavid KrochkoCeleste LaBadieKaren LambekSteven Lauria

www.woodardcurranfoundation.org

BOARDOFDIRECTORS

ThomasFrancoeur, President

Barry Sheff, Vice President

CelesteLaBadie,Secretary

JoeGeary,Treasurer

KellyCamp

Duff Collins

KellyCowan

Althea Masterson

BruceNicholson

MISSIONTheWoodard&Curran

Foundation has been estab-lished to take Woodard & Curran’s vision of exem-

plary corporate citizenship further by allowing the

Foundation to grow and investfinancialresourcesinan endowment and make significantcontributions

to charitable organizations aligned with our values.

VISIONTheWoodard&CurranFoundation is a public nonprofitorganizationdedicated to directing

endowment resources to non-profitswithenviron-mental missions focused on

creating a healthier world.

Mary LopezChristie MacKayJulian MarksKurt MarstonZareh MaserejianAlthea MastersonBryan MaurerMary McCrannRobert McCueK. Andrea McGahanRob McGrathMaria McInnisLisa McIntoshDoug McKeownJoyce MelloMary MichaudAlex MikszewskiAnnette MillerGlen MinerBridget MitchellPat MooreDebbie MoriartyThe Motte FamilyPeter NangeroniCharles Nichols Sarah NicholsonBruce NicholsonSteve NiroPaul O’BrienPatrick & Vivian O’HaraSamantha OlneyJim PalmerBrian PenaMark PereiraMark PetersMark PietruchaLaura PisaturoTracy PlaninsekDavid PollockPaul PoradaAnne ProctorAlan ReedLaurie RegemannDavid RemickScott ReynoldsJessica RichardKristina RichardsSteven RobbinsJanet RobinsonPaul RouxTaylor RoyThomas RussoGilbert Ryan

Woodard & Curran Foundation 2013 Donors and In-Kind ContributorsJohn SammonJill SawaThomas ScelfoDavid SenusTom ShayJoseph SheaJerry SheehanBarry SheffSusan SinkerMarilyn SinnettWendi SmithPaul SmithLloyd SnyderJohn SowkaAndrew StanhopeJeff StearnsAdam SteinmanTom StoughtonJames SturgisJennifer SuttlesLauren SwettRebecca TalbertEric TeittinenAdam ThibodeauMarc ThomasPatti ThomesMichael ThompsonDoug TirrellAnne TischbeinRandy TomeKaren TownsendHugh TozerDebra TuckerGuy VaillancourtMatthew ValentineDennis WalshLinda WarnerWesley WebberDonald WeeksBert WesleyJeremy WherrenDavid WhiteDionne WiedersteinChigako WilsonJim WilsonDeidra WinterburnDan WolframFrank WoodardGreg WorsterBrad ZeweBridget Zwack

Front-page photos:1. SecondannualWoodard&CurranFoundationgolf tournamentinHightstown,NJ.2. Grantrecipient,NewHampshireAudubon,forenvironmentaleducationoutreachprogram

in Manchester schools.3. Grant recipient, Worcester Polytechnic Institute’s student chapter of Engineers Without

Borders’ project to supply clean water to village of 300 in Guatemala.4. Woodard&CurranemployeerafflesbenefittheFoundation,includingthisNewYork

Giantsticketsraffle.5,6. WorcesterPolytechnicInstitute’sstudentchapterof EngineersWithoutBorders.7. They’reoff!Portland’sthirdannualEasyasPiroadraceinOctober.8. Awards ceremony at Pawtucket’s third annual Easy as Pi road race in October.

Every attempt has been made to provide a complete and accurate listing of all donors in this annual report. If we have made an error, please accept our sincere apology and let us know by contacting Celeste LaBadie, Secretary, Woodard & Curran Foundation at [email protected].