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Our residents and families say it best...

We are having the time of our lives. Wayne and Ruth Cowan, Loomis Village Residents When my wife and I moved to Loomis, we found heaven on earth. Anonymous Loomis Village Resident The staff is really nice, I'm glad I moved here. Abraham Zager, Loomis House Resident It's all good! Sarah Lithgow, Applewood Resident

Pat Blood and Bill Hayden

We moved to Applewood 11 years ago and have not regretted it one moment. Jeanne Potash, Applewood Resident Each month, the families of residents of the second floor Nursing Center meet with staff to discuss any and all concerns and issues. The group is made up of husbands, wives, siblings and children of residents. Some attend even after they've lost their loved one, sharing experiences and giving encouragement to the rest of us. My mother moved to Loomis in June of last year and while I initially balked at attending "meetings" these monthly gatherings have become less "meeting" and more personally therapeutic. Jane Fitzpatrick, Loomis House Family Member My children and I want to thank everyone at Loomis House for the gentle care they gave our husband and father during the last two weeks of his life. We were almost overwhelmed with kindness with everything that was done to make my daughter and me comfortable. Elizabeth McArthur, Loomis House Family Member and Loomis Village Resident

The Loomis Communities Annual Report, 2007 Table of Contents

Welcome to the Loomis Communities .....................................1 Report from the Chair of the Board ..........................................2 Loomis Communities Board of Directors .................................2 Report from the Chief Executive Officer...................................3 Senior Management Team .......................................................3 Corporators ..............................................................................4 Community Outreach ...............................................................5 Financial Statements ............................................................ 6-7 Endowment Spending ..............................................................7 Philanthropy Report ........................................................... 8-11 Spring Reception................................................................8 William S. Loomis Society ..................................................9 Other Donations ......................................................... 10-11 Memorials, Grants and Major Gifts ..................................11 Resident Governance .............................................................12 John Miller in the Loomis House Garden

Welcome to The Loomis Communities

The Loomis Communities:

provides services to meet the changing needs of older adults in housing, socialization, wellness and security; gives residents the confidence that as their health care needs change, services at the Loomis Communities change with them; sets the standard for long term care in the region; provides premium healthcare services at affordable costs; and promotes friendship and caring among residents, staff, families and volunteers.


he mission of the Loomis Communities is to enrich the lives of seniors by providing a continuum of high quality services which promote independence and meet the changing needs of people throughout the aging process.

Chartered in 1902, The Holyoke Home for Aged People opened in March 1911 on two acres of land donated by William Loomis. In 1969, the name of the home changed to Loomis House to honor its first major donor. For over a century, the Loomis Communities has been the leading provider of retirement housing and services in the Pioneer Valley. The reason for our success has been our uncompromising commitment to the ideals of service. As a non-profit organization, our reason for being is to provide high quality residential and health care service to men and women 62 years and older.

Our communities are:

Applewood at Amherst

1 Spencer Drive Amherst, MA 01002

Applewood, on the site of a 10-acre apple orchard in South Amherst, is in the heart of the Five-College area, just minutes from Amherst College, Hampshire College and the University of Massachusetts. There are 103 independent living apartments with access to a full continuum of care within the Loomis Communities. This community first opened in 1991 as an independent non-profit organization, and became part of Loomis in 1999.

Loomis House Retirement Community

298 Jarvis Avenue Holyoke, MA 01040 The first full-service continuing care retirement community to open in Massachusetts, Loomis House is located in an attractive neighborhood in Holyoke. Its 4-acre campus is home to 65 independent living apartments, 13 assisted living apartments and 92-bed Skilled Nursing Center.

Loomis Village

246 North Main Street South Hadley, MA 01075 Located on 27 beautiful acres in a New England college town, Loomis Village is on the site of a former Christmas tree farm. Spectacular views of the Holyoke range are enjoyed by the residents of the Village's 134 independent living cottages, apartments and villas; and 25 assisted living apartments. Loomis Village also has extensive community areas, dining options, a pool and fitness center.


Report from the Chair of the Board

Thomas Pratt

I have just about completed my second two-year term as Chairman of the Board, having served from 1998 ­ 2000 and again from 2006 ­ 2008. As I look back on how the organization has grown in this past decade, I reflect with pride on the achievements of this very unique not-forprofit CCRC organization. Loomis first opened on Loomis Avenue, Holyoke as a Rest Home in 1911 after several years of fund raising. In 1981, after 70 years, Loomis moved to a newly constructed campus on Jarvis Avenue, the current site of its Holyoke campus. This was the start of growth trend that is on going today, 27 years later. When I took over as Chair in 1998, Loomis Communities had just under $35 million in assets, an $8 million annual operating budget, and about $6.1 million in investments. Ten years later, we have over $78 million in assets, a $20 million annual operating budget, and over $20.3 million in investments. What is the story behind the growth of these numbers? Here are just a few of the changes during the past decade. Loomis Village has continued to grow in phases, and between my two tenures as Chair we added a third phase of 70 new apartments and cottages and an indoor swimming pool, fitness center, and expanded dining and activity spaces. At Loomis House, we built an 18-bed addition to the Nursing Center and converted some rooms from semi-private to private, resulting in 12 additional beds; in addition all the community areas were renovated and the therapy center was enlarged. Growth did not just occur from additional construction. When Applewood at Amherst became part of Loomis Communities in 1999 it was a major leap for the Loomis Communities, with the addition of this 10-acre campus with 103 independent living apartments and extensive community spaces. The growth in our investments is another success story. In addition to gains in our portfolio during the good market years of this past decade, much of the growth has been in donations. We were grateful to receive a $700,000 endowment in 2001 from the Wright Charities, to be used to provide financial support for residents from Easthampton, Southampton, and Westhampton. In 2006 we received a bequest of almost $1 million from Horace and Eloise Fuller, to set up an endowment to provide financial support for Loomis House residents. Other significant endowment bequests have come from former residents, and these have given us significant support for the programs at the Loomis Communities as well as a base for future organizational growth. The addition of a full-time development team in the past decade has and continues to result in growth in our endowment funds through charitable gift annuities and our Annual Fund Drive, two fund raising vehicles that did not exist at Loomis 10 years ago. It has been an interesting adventure and a wonderful opportunity to have served two different terms as the Board Chair at Loomis. Each term had its challenges and rewards and it is a position I highly recommend to anyone who is asked to fill it. As I turn over my gavel, I thank my fellow Board members, the dedicated Loomis team, and the residents who live in our communities.

Loomis Communities Board of Directors 2007-2008

Thomas Pratt, Chairperson Casey Clark, Vice Chairperson Christopher Aldrich Gwendolyn Jones Boisseau Douglas Bowen Nancy Eddy Helene Florio Wayne Gass Thomas Hazen David Healey Sandra Parent Robert Potash Venus Robinson Kenneth Seyffer Kay Sordillo Mary-Anne Stearns Joan Steiger Richard Whiting Jr. OFFiCERS Carol C. Katz, President and CEO Margaret R. Mantoni, Treasurer and CFO Attorney Peter Connor, Clerk


Report from the President and CEO

Carol C. Katz I am pleased to report that we had a very successful year in 2007. We had high occupancy and strong operating results at Loomis House, Loomis Village, and Applewood. We continue with the same excellent Senior Management team and almost no turnover among the leadership teams that run our three continuing care retirement communities. We have active and vibrant residents involved in all facets of life in and outside of their homes, and we are led by a Board of Directors committed to keeping Loomis the outstanding organization that it is. We had many achievements in 2007 as well. Among them:

Senior Management Team

Carol C. Katz President and Chief Executive Officer Margaret Mantoni Treasurer and Chief Financial Officer Karen Jackson Director of Operations Carol Constant Director of Development Susan Moore Director of Sales & Marketing Lori Todd Administrator Loomis House Patrick Laskey Administrator Loomis Village Robert Claflin Administrator Applewood at Amherst

· Our re-accreditation as a CCRC, and new accreditation as a Person

Centered Long Term Care Community (for our Nursing Center) were realized last March. With a full five-year accreditation from CARF/ CCAC, we are maintaining the myriad of standards required in areas of governance, leadership, programs, finance, and operations. This was an active time in the growth of our endowment. Carol Constant joined us as Director of Development, and we saw increases in all areas of giving during the year. Bequests and charitable gift annuities, as well as our Spring Reception, Annual Fund, and memorial donations contributed to our success. We continued to advance our investment in technology, implementing computerized systems in our Nursing Center to enable nurses to improve accuracy and quality while saving time. Loomis is represented on the statewide Mutual Aid Task Force, and has worked hard to strengthen our emergency and disaster planning and to tie it into regional and state planning efforts. These steps are key to resident safety should there ever be a need to activate an emergency plan. We continue to demonstrate our commitment to person-centered care. We participate in the national Advancing Excellence initiative, are active in the Massachusetts Culture Change Coalition, and our management team has spoken regionally and nationally about the innovative practices in our Nursing Center.


· ·


As we move well into 2008, we have our eye on the future. We are engaged in a strategic planning process involving Board, management, staff, and residents. The coming years will certainly bring change, and we are poised for a successful future for the residents who live here, and for the staff and volunteers who serve with such skill and compassion.


Corporators of the Loomis Communities 2007

Christopher Aldrich* irma Appel Norma Bagnall Ralph Blank Barbara Blank Anna Bowen Douglas Bowen* Deborah Buckley* Michael Buckley Carl Buschner Marjorie Buschner Dorothy Chase Casey Clark* Harry Craven Catherine Craven Bruce Devlin Roma Donais Ellen Donohue Robert Donohue, M.D. Julie Dwight Lili Dwight Nancy Eddy* Barbara Eckman Janet Egelhofer Aly Ezzat Esmat Ezzat Martha Fifield Helene Florio* Robert Fowler Marilyn Gass Wayne Gass* Gwendolyn Glass Lawrence Gonneville Linda Gonneville Jean Hazen Robert Hazen Jane Hazen Thomas Hazen* David Healey* Whiting Houston, Jr. Marilyn ishler Gwendolyn Jones Boisseau* Mary Kates Nancy Kelly Phyllis Lacoste Brian Lapis Rene Ledoux Susanne Bouvier-Ledoux Barbara Lippman James Mahoney, M.D.* Joyce Mahoney Bettina Mayo Bruce Mcinnis Betsy Mcinnis Donald McLain Diana Meiches Howard Mitchell Gwendolyn Morrissey James Morrissey John Mullins Alice Mullins Betsey Novinsky John Novinsky Louis Oldershaw John Osgood Mary Alice Osgood Sandra Parent* John Pietras Elaine Pluta Phyllis Pombal Robert Potash* Samuel Potsubay, M.D. Thomas Pratt* Kathleen Rice Venus Robinson* Mary Rockwell Gordon Rockwell Ruth Roddy Marie Rohan Manfred Rosenkranz Jeffrey Sattler Carl Schmidt Ruth Schmidt Kenneth Seyffer* Lolita Seyffer Alice Newton Smith Kay Labonte Sordillo* Mary-Anne Stearns* Allen Steiger* Joan Steiger* Mary Tuttle Rev. Robert Villani Barbara Webb L. Albert Webb Richard Wells Peter Weston Richard Whiting, Jr.* Bruce Yarber Suzanne Yarber *Also serve on the Board of Directors

Applewood Residents at Quabbin Reservoir


Community Outreach

While the Loomis Communities is a not-for-profit organization, we believe that we also have a responsibility to give back to the communities where we live and work. This year we are grateful and happy to report the success we had in supporting area agencies and programs in the Pioneer Valley. · 3 Blood Drives were organized, one at each of our communities. · American Heart Association ­ A decorate your own cookie sale was held at each of the communities on February 14th that raised $377.00. · American Cancer Society · A March daffodil sale raised $1,380.00. · Residents and staff participated in the Relay for Life June 16th, at Look Park, Northampton and raised $2,673.00. This amount is double that of last year's event. The walk was very successful and the weather could not have been more perfect! · Alzheimer's Association Alzheimer's Walk ­ September 23rd, in Westfield and $3,731.25 was raised by 24 walkers, including 9 residents from all three communities. Contributions included the sale of over 60 dozen blueberry muffins sold at all three communities. · The Open Pantry Community Services of Greater Springfield Mayflower Marathon held on November 20th at the Basketball Hall of Fame, $1,034.13 of food was donated from all three communities. · Brightside for Families and Children, a member of the Sisters of Providence Health System - Brightside Angels were sold December 6th, at the Ingleside Mall. Twenty three staff members and three residents sold $1,421.00 of Brightside products. This is a total of $10,616.00 in contributions toward serving others in greater Pioneer Valley area. Thank you to all that supported these efforts with your donations and time. The Community Outreach Committee is looking to a great year again in 2008! In addition, members of management and staff provided volunteer hours on boards and committees for the: United Way of Pioneer Valley; Holyoke, South Hadley, Amherst Chambers of Commerce; Holyoke Rotary Club; Rotary Scholarship and Leadership Development Committees; Town of West Springfield Capital Planning Committee; Noble Hospital Ethics Committee; Western MA Chapter of the Alzheimer's Association; Westfield State College; Massachusetts Aging Services; and American Association of Homes and Services for the Aging.

Community Outreach Committee Members:

STaff Denise Beaulieu Louise Bevan-Cole Rob Claflin Carol Constant Marge Mantoni Jackie McDonnell Kelley Murphy ReSidenTS Lucille Breen Jean Fusini John Miller


Combined Balance Sheet

December 31, 2007 and 2006

assets Current assets Cash and cash equivalents Assets limited as to use - required for current liabilities Accounts receivable - residents, net Accounts receivable - other Prepaid expenses Total current assets Assets Limited as to Use Property and Equipment, net Other Assets investments investments - board designated Deferred expenses, net of accumulated amortization Total other assets Total assets Liabilities annd net assets Current Liabilities Accounts payable Accrued expenses and employee withholdings Current portion of mortgage payable Current maturities of bonds payable Deferred entrance fees Deferred revenue Total current liabilities Long-term Liabilities Mortgage payable Bonds payable, net of current maturities Deferred entrance fees Refundable Deposits Liability under charitable gift annuities Total long-term liabilities Total liabilities Commitments and Contingencies Net Assets Unrestricted Temporarily restricted Permanently restricted Total net assets (deficit) Total liablilities and net assets 556,403 1,294,090 1,670,193 $ 3,520,686 $ 78,535,267 (1,449,374) 1,035,239 1,670,193 $ 1,256,058 $ 77,004,596 2007 $ 3,499,975 13,648 796,973 72,418 449,273 $ 4,832,287 6,341,909 45,523,108 12,664,382 7,713,322 1,460,259 $ 21,837,963 $ 78,535,267 2006 $ 4,040,578 13,531 640,972 170,399 351,520 $ 5,217,000 6,373,613 46,003,181 10,938,711 7,095,718 1,376,373 $ 19,410,802 $ 77,004,596

825,912 1,684,884 65,725 660,000 6,500,000 27,413 $ 9,763,934 2,434,696 23,555,000 38,813,651 326,121 121,179 $ 65,250,647 $ 75,014,581

997,086 1,816,996 58,165 625,000 6,000,000 $ 9,497,247 2,504,305 24,215,000 39,196,945 330,165 4,876 $ 66,251,291 $ 75,748,538


Financial Performance

2007 Total Operating Revenues Expenses: Salaries and Benefits Supplies and Other Depreciation, Amortization, and interest Total expenses Operating Loss Non-Operating Revenues Net Gain (Loss) Days Cash on Hand Reserve Ratio (1) Debt Service Coverage Ratio (2) 20,618,347 11,063,345 5,950,500 3,884,982 20,898,827 (280,480) 2,545,108 2,264,628 393 0.99 2.65 2006 19,811,279 10,259,624 5,921,843 3,786,991 19,968,458 (157,179) 2,410,669 2,253,490 299 0.85 2.55

nOTeS: (1) Reserve Ratio required under Bond Agreement is .30 (2) Debt Service Coverage Ratio required under Bond Agreement is 1.20

Endowment Spending 2007

On an annual basis, four percent of the Average Market Value of the Loomis Communities Endowment Funds are used to support the charitable mission of the Loomis Communities. Endowment funds were used in 2007 for: · It's Never Too Late Software and Equipment · Fitness and Physical Therapy Equipment · Resident Fitness Instruction · Enhanced Security Systems · Design and Permits for Pond Reclamation Project · Performances by: East Indian Dancers Pioneer Valley Symphony Quartet The Dan Kane Singers · Six residents received Friendship Fund Scholarships · Staff Training in: Computer Software Eden Alternative to become Eden Associates Sodexo Front Line Leadership Barbara Goodwin using `It's Never Too Late Software' Emergency and Disaster Preparedness Geri Care Behavioral Safety · Staff members were sent to: Pioneer Conference American Association of Housing and Services for the Aging Annual Conference MassCap Conference


Philanthropy Report

January 1, 2007 - December 31, 2007

While resident fees and insurance go a long way to support the quality of life at each of The Loomis Communities, they do not cover everything. The Loomis Communities are made better through financial support by those who believe in our mission; our residents, families, friends, Corporators and Board of Directors. Thank you! Planned Gifts and Bequests Annual Fund Memorial and Honoree Special Projects ­ Loomis Village Ponds Spring Reception Loomis House Friendship Fund Repayment Other (Unsolicited Restricted Gifts) Total Charitable Gifts 2007 * $422,961 54,102 26,885 18,255 32,595 12,206 1,400 $568,404

Philanthropy Committee

Joan Steiger, Chair Mary Abbey Pucky Carter Gwendolyn Glass Larry Gonneville Betty Odell Kay Sordillo Richard Whiting, Jr. Bruce Yarber Carol Constant, Director of Development Carol Katz, Chief Executive Officer

*In 2007 generous bequests were received from: Nancy Ladd, Mary Lynch, Kenneth and Kathleen Padelford, Ellen Tuttle, and an anonymous friend. Loomis Communities were the beneficiary from Charitable Gift Annuities from Eloise and Horace Fuller, Theodore Green, and William Lieson.

Loomis Communities supporters include:

100% Board Members · 73% Corporators · 47% Loomis Village Residents 24% Applewood at Amherst Residents · 15% Loomis House Residents 100% Senior Staff Members · 38 Staff Members

2007 Spring Reception

Event Sponsor­$5,000 Patron Sponsors­$2,500

474 Appleton Street Holyoke, MA 01040 (413) 534-7355 One Monarch Place, 21st Floor Springfield, MA 01144 (413) 787-8440

PeoplesBank 330 Whitney Avenue Holyoke, MA 01040 (413) 538-9500

Benefactor Sponsors­$1,000

Mountain View Landscape Health New England Kittredge Equipment Company, Inc. Lyon and Fitzpatrick, LLP Norton & Associates, Inc. RSM McGladrey, Inc. Whiting Energy Fuels Easthampton Savings Bank TD Banknorth

Contributing Sponsors­$500

Creative Design Works Holyoke Gas & Electric Herbert J. Sims & Co., Inc. Stat-Care Pharmacy, LLC UBS Financial Services

2007 Elvira Whiting Ball Honoree Bruce Yarber with his Grandaughter


William S. Loomis Society 2007

The William S. Loomis Society recognizes individual donors who contribute at least $150 during the year in support of the programs and activities of the Loomis Communities. We gratefully recognize these generous supporters on a commemorative plaque located at each of the Loomis Communities. Platinum $1,000+

Mary A. Abbey Frances B. Allen Ward Betsy Bergen Deborah Buckley Henry Burkhardt, M.D. Priscilla and Bill Carter John L. Clarke Peter and Katherine Cragan Charles P. Eaton Arthur T. Fieldsend Gwendolyn Glass isabel R. Glass Stephen and Ann Guenette Louise C. Hartwell Karen and Mark Jackson ANONYMOUS Kit Aldrich Henry and Edith Allen Doug and Anna Bowen Christine Carney-Letendre Bob and Ruth Cohen Peter and Marlene Connor Carol Constant Carol E. Craig Wayne and Marilyn Gass Larry and Linda Gonneville Sonja and Walter Goodwin Tom and Jane Hazen Health New England Wendy Jones Boisseau Robert E. Lee Clara Ludwig ANONYMOUS Jean Anwyll irma Appel Ray and Mary Barkhuff Denise Beaulieu Jane Bedell Ralph and Barbara Blank Philip and Gayanne Boyer Patrick Broe Bob and Peggy Browne Lyle A. Butler Charlene Caldwell Justine M. Caldwell Dorothy Chase Robert H. Claflin Casey and Dick Clark Ann Marie Coulson Dr. and Mrs. Robert J. Donohue Leslie Fuller Hilda Golden Mr. and Mrs. Robert Hazen Mary Louise W. Houston Gene and Casey Hurtz Carol and Brad Katz Ann Klein Mr. and Mrs. Frederic Mackler Dr. and Mrs. James Mahoney Marc and Diana Meiches Jack and Alice Mullins Callie Newman Kevin Newman Robert Newman Elizabeth Odell Elwin Sanborn George G. Schreiber Joan C. Steiger Mary E. Tuttle Businesses Bank of America Easthampton Savings Bank Goss & McLain insurance Agency, inc. Health New England, inc. Kittredge Equipment Co., inc. Lyon & Fitzpatrick, LLP Mountain View Landscapes, inc. Norton & Associates, inc. PeoplesBank RSM McGladrey, inc. TD Banknorth insurance Agency, inc. Whiting Energy Fuels

Gold $500-999

Marge Mantoni Alice Mertz Sue Moore Donna M. Murray Sandra and Mark Parent Robert and Jeanne Potash Marilyn M. Power Tom and Terry Pratt Richard Read Stella Rogers Carl and Ruth Schmidt Rhoda and John Sherley Stanley Smith Allen Steiger Barbara Stetynski Bruce and Suzanne Yarber

Businesses Creative Design Works Herbert J. Sims & Co., inc. Holyoke Gas & Electric Co. Stat-Care Pharmacy, LLC UBS Financial Services, inc.

Silver $250-499

Linda Lariviere Patrick Laskey Bruce and Betsy Mcinnis Robert and Anna Merrington Jackie and John Miller Ronald Morin Louis F. Oldershaw Len and Paula Pietras Mitch and Marge Pietras Walter Pietras Samuel F. Potsubay, M.D. Ruth H. Roddy Manfred and Janice Rosenkranz Roger and Donna Salloom Lita and Ken Seyffer Richard and Margaret Smith John and Mary-Anne Stearns Gerda Wald Stephen and Susan Wall Elizabeth H. Waring Stella Wasserman Richard J. Wells Richard and Jennifer Whiting

Businesses Burkhart, Pizzanelli, P.C. Global impact industrial Residential Security Co. Lester Halpern & Company, P.C. Robert M. Fishman, D.O. Taylor Davis Landscape Co. New Alliance Bank Tighe & Bond, inc. Westside Enterprises, inc.


Bronze $150-249

ANONYMOUS (4) Peggy Andrews Carol Banks John and Regina Bauer Albert Berkowitz Lucille Breen Dr. Gerald P. Brophy Mr. and Mrs. Kenneth L. Brown Marjorie and Carl Buschner Joan E. Ciruti Elizabeth Dearborn Jacob and Pauline Diamond Elizabeth Dole Nancy Eddy Martha W. Fifield

Nancy Fiske ilva Funke Joseph and Dorothy Gavin David G. Healey Charles and Audrey Heaphy Mr. Thomas Hughes Joan Joshi Mary Kates Elsie Kehler Curt and Janet Mandeville Gertrude M. Martell Donald and Mary McLain Bob and Pat Merritt Donald Miner Mr. and Mrs. Joseph Nichols

John and Mary Alice Osgood Jennie Potasky Family Jewel R. Reed Venus Robinson Robert and Virginia Russell Bryan and Lisa Sansouci Jacqueline Siegel Kay Sordillo Lori Todd Richard and Lina Wall Judith and Thomas Wall Martha Watson Dr. and Mrs. Albert Webb Michael A. Wolfson June Young


We especially appreciate gifts of $50-$149 from:

Mr. and Mrs. Attilio Albani, Jr. Associated Flooring, LLC Jacquie Atlantic Charter insurance, Co. Norma Bagnall Margaret Bates Maurice Bates Baystate Franklin Medical Center Patricia Blood Ann Borton Kathleen Brisbois Eleanor Bump Linda Butler Lyle Butler Thomas Cassirer Joan Clarke Priscilla Clement Community Enterprises, inc. Sharon Connor Anne Corcoran Mr. and Mrs. Raymond Couture Merton Couture Richard Cunningham Barbara Curtis Merridith Darcy Dr. David Clinton Lila Dayton Mr. and Mrs. Philip Dickinson E. Roger Dickinson Mr. William Dickinson Beth Dole Elizabeth Dole Roma Donais Karen Donley Sylvia Durfee Julie Dwight Janet and John Egelhofer Dr. and Ms. Philip Eisengart Excell Nursing Services, inc. Lillian Fink Helene and Jon Florio irene Fontaine Janet and Leslie Fraidstern Karen Frenier Mr. and Mrs. Arnold Friedmann Thomas Hughes Marii Hasegawa William Hayden Drs. Waldo and Audrey Heinrichs Gae isabelle Miriam Jagger Loralene James James Armstrong Photography William Kavanagh Mr. and Mrs. Arthur Laberge Mr. and Mrs. Robert Labrie Helga Lacroix Loomis Apartment Resident Association John Larson Tryntje Lauritzen Robert Lee Mr. and Mrs. Philip Lemere Life Supply Corporation Andrea Lok Longo Carpet Cleaning, inc. Mr. and Mrs. Robert Luchette Patricia Macmillan Mr. and Mrs. Charles Marsh Sue Maxwell Margaret McCarthy Mr. and Mrs. Thomas McKenzie Mr. and Mrs. Robert Merrington John Miller Marilyn Monahan Mr. and Mrs. Kevin Monahan Catherine Monahan Michael Mongeau Emmet V. Moore Ethel Moreau Mr. and Mrs. John Moriarty Mr. and Mrs. John Mullins Harriet Naughton Dr. Robyn Newhouse Callie Newman Alice Newton Smith Mary G. O'Connor Mary Lou O'Connor Doris May O'Kane Mr. and Mrs. Robert O'Keefe Patricia O'Reilly Rita Pedrini Phyllis Pennell ingrid Pfohl Mary Beth Phair John Pietras Walter Pietras Hermine Randall Marilyn Ratcliff Mr. and Mrs. David Reed Lola Rex Kathleen Rice Maida Riggs Guy Roemer Sybil Roy Mr. and Mrs. Edward Salloom Mr. and Mrs. Eugene Serafin Eric Seymour Deborah Smith Frederick Squires Sterling investment Advisors Management, LLC Helen Tarail Margaret Tobey Pamela Tobey Robert Tobey Valley Communications Systems Reverend and Mrs. Robert Villani Catherine Volsch Mr. and Mrs. Walter Votruba Mr. and Mrs. Alfred Walker Mr. and Mrs. Richard Wall Philip Whiting, iii Mr. and Mrs. Ross Worn Joseph Woznicki Angela and Joseph Wright Mary Jean Wright

Generous in-kind gifts were recieved from:

Carey's Flowers, inc. Joann Chandler James Bauer Anne and Michael Cann Hertha Haensel Cindy Lamacchia Liquors 44 Raymond Wyman Aladco



Special thanks to those who made gifts in memory of a family member or friend:

CaROLine BeRKeY Barbara Lippman JOan diCKinSOn Lita Casey Lorraine Dickinson Mr. and Mrs. Philip Dickinson Mark Goggins Mr. and Mrs. Robert Labrie Mr. and Mrs. Michael Laga Mr. and Mrs. Henry Lea John Martin Kathryn Reagan Mr. and Mrs. Guy Roemer Mr. and Mrs. Ross Worn WiLLiaM and MaRY diLLOn Mr. and Mrs. Peter Cragan aRTHUR edWaRdS Catherine Volsch MaHaT GUeST Margaret Andrews BeRnadeTTe HaHn Mr. and Mrs. Gary Alexander KaRen LaCHaPeLLe Betty Albert Helen Arnold Carole Banks Denise Beaulieu Louise Bevan-Cole Patricia Blood Christine Carney-Letendre Robert Claflin Sharon Connor Carol Constant Patricia Creaser Merridith Darcy Debra DeSanctis Lori Devine Beth Dole Polly Ehrgood Karen Frenier Michael Gauvin Daryl Giroux Gae isabelle Karen Jackson Jill Jensen Carol Katz Rebecca Krasin Helga Lacroix Debra Lambert Kathy Landers Patrick Laskey Margaret Mantoni Gloria Mayotte Jacqueline McDonnell Donald Miner Michael Mongeau Susan Moore Joan O'Donnell Sandra Ogiba Cynthia Palazzi Denise Paul ingrid Pfohl Mary Beth Phair Becky Podsiadlo Lola Rex Lois Schweinler Eric Seymour Barbara Stetynski Joseph Woznicki Mr. and Mrs. David Yankee Denise Zebrowski Linda Zmuda iRene M. LafLaM Mr. and Mrs. David Reed dOTTie neWMan Mr. and Mrs. Attilio Albani, Jr. Patrick Broe C.P. Eaton & Associates,inc. Helen Cavanaugh Mr. and Mrs. Hugh Clark Mr. and Mrs. Anthony Conlin Mr. and Mrs. Raymond Couture Mr. and Mrs. Michael Cushing Marianna Glidden Mary Humphrey Mr. and Mrs. Robert Hurley Walter Lilies Debra Louis Mr. and Mrs. Charles Marsh Sue Maxwell Frances Millane Mr. and Mrs. Patrick Monahan Mr. and Mrs. Kevin Monahan Mr. and Mrs. John Moriarty Ruth Murphy Kevin Newman Robert Newman Callie Newman Mr. and Mrs. Joseph Nichols Mary Lou O'Connor Mary G. O'Connor Anita Pronovost Mr. and Mrs. Keith Smith Mr. and Mrs. Frank Spada Sterling investment Advisors Management, LLC Mr. and Mrs. Walter Votruba ROLand PiCHeR Mr. and Mrs. Normand Laflamme Mr. and Mrs. Robert Luchette Nancy Mathieu Mr. and Mrs. Casimir Pasierb SOPHie PieTRaS Walter Pietras ViRGinia PiRO Marjorie Paton WiLLiaM RiTTeR, JR. Mr. and Mrs. Philip Lemere fRed SaLLOOM Mary Basten Krogh Mr. and Mrs. Christopher Butler Andrea Call Mr. and Mrs. Albert Cecchini Joan Clarke Mr. and Mrs. William Compton Carol Craig Barbara Curtis Commonwealth of Massachusetts Department of Public Health E. Roger Dickinson Leslie Fuller Marii Hasegawa Sarah Homsy Karen Jackson Mr. and Mrs. Robert Merrington Mr. and Mrs. John Mullins N.A.R.F.E Chapter 484 Mr. and Mrs. Robert O'Keefe Mr. and Mrs. Jerald Owen Mr. and Mrs. Norman Salamy Mr. and Mrs. Edward Salloom Mr. and Mrs. Roger Salloom Donna Salloom George Mr. and Mrs. Edward Salloom, Jr. Jacqueline Siegel Rose Turco Mr. and Mrs. Marcell Vanpee PaRKeR SMiTH Andrea Lok Valerie Moss eVeReTT W. WaLL Mr. and Mrs. Thomas McKenzie Mr. and Mrs. Richard Wall Mr. and Mrs. Stephen Wall


Resident Governance

Loomis Apartment Resident Association Executive Council

Front row L. to R. ~ Wanda Barthelette, Audrey Anderson, Maddie Friedman, Kay Monahan Back row L. to R. ~ Art LaBerge, Glory Wheaton, John Miller, Lyle Butler

Loomis Village Resident Association Officers

L. to R. ~ Jewell Reed, Art Johnson, Priscilla Clement, missing Bob Bergen

Applewood at Amherst Resident Association Council Officers

L. to R. ~ Joann Chandler, Jan Walker, Esther Jacobson, missing Gerald Brophy



A planned gift reflects a well thought out provision for long term support of the Mission and provides critical resources to ensure that the standard of excellence set by Loomis Communities will continue to be met. One of the simplest ways to make a future gift to Loomis Communities is to include a bequest provision in your estate plan. A bequest may be stated as a specific dollar amount or as a percentage of your residual estate. In either case, you will have provided future support to Loomis Communities while retaining your assets throughout your lifetime. Your bequest can be designated for the purpose or community that you wish.

Some examples of possible designations

Board Designated General Endowment Loomis House Nursing Center Applewood at Amherst Loomis Village Resident Scholarship Funds Resident Wellness Programs Staff Educations Please remember Loomis Communities in your estate plans and do let us know about your planned gift so that we can thank you and invite you to become a member of the 1902 Founders Society!

For more information please contact: Carol Constant Director of Development

413-532-5325 x 184

[email protected]

Generous bequests were recently received from: Jack Clarke, Nancy Ladd, Mary Lynch, Kenneth and Kathleen Padelford, Ellen Tuttle, and an anonymous friend. In addition, Loomis Communities were the beneficiary from Charitable Gift Annuities from Jack Clarke, Eloise & Horace Fuller, Theodore Green, and William Lieson.


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