FOUNDATION FOR METROWEST INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR METROWEST INC (EIN 04-3266789)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202501329349300740
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T09:21:11-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 OMNI WAY STE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043266789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR | BusinessNameLine1Txt |
| Business Name Line2 | METROWEST INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 5086472260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ELIOT STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROLAND HOCH | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 5086472260 | PhoneNum |
| Signature | 2025-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYNE A ANDREWS | PreparerPersonNm |
| PTIN | P00514653 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2025-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROLAND HOCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ELIOT STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,375,592 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMUNITYFOUNDATIONMW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION FOR METROWEST IMPROVES THE QUALITY OF LIFE IN 30+ METROWEST COMMUNITIES BY PROVIDING FINANCIAL AND EDUCATIONAL RESOURCES TO LOCAL NONPROFIT ORGANIZATIONS, SHARING ESSENTIAL DATA ABOUT OUR REGION TO INFORM DECISION MAKING, AND PARTNERING WITH DONORS TO HELP GUIDE AND ALIGN THEIR GIVING WITH THE AREAS OF GREATEST NEED IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,950,894 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,636,822 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,483 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,607 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$220,211 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,569,240 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$35,927 | PYOtherRevenueAmt |
| CY Other Revenue | -$46,249 | CYOtherRevenueAmt |
| PY Total Revenue | $4,705,239 | PYTotalRevenueAmt |
| CY Total Revenue | $9,173,420 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,170,415 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,418,426 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,230,505 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,350,321 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $599,194 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $763,682 | PYOtherExpensesAmt |
| CY Other Expenses | $859,885 | CYOtherExpensesAmt |
| PY Total Expenses | $6,164,602 | PYTotalExpensesAmt |
| CY Total Expenses | $5,628,632 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,459,363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,544,788 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,303,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,913,172 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,650,576 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,728,686 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,653,183 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,184,486 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION FOR METROWEST IMPROVES THE QUALITY OF LIFE IN 30+ METROWEST COMMUNITIES BY PROVIDING FINANCIAL AND EDUCATIONAL RESOURCES TO LOCAL NONPROFIT ORGANIZATIONS, SHARING ESSENTIAL DATA ABOUT OUR REGION TO INFORM DECISION MAKING, AND PARTNERING WITH DONORS TO HELP GUIDE AND ALIGN THEIR GIVING WITH THE AREAS OF GREATEST NEED IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,268,463 | ExpenseAmt |
| Grant | $3,418,426 | GrantAmt |
| Revenue | $13,607 | RevenueAmt |
| Desc | GRANTMAKING PROGRAMS. WE PROVIDE SUPPORT TO OUR NONPROFIT PARTNERS IN THE REGION THROUGH MULTIPLE ANNUAL GRANT PROGRAMS EACH YEAR. THESE INCLUDE AREAS OF FOCUS OF HUMAN SERVICES, HUNGER RELIEF, ARTS & CULTURE, YOUTH DEVELOPMENT, ENVIRONMENT, AND EMERGENCY RELIEF. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACTION PROJECTS. WE CONTINUE TO FOCUS ON OUR DEEPER, MORE STRATEGIC COMMUNITY INVESTMENTS IN THE AREA OF EQUITY IN EDUCATION, WORKFORCE DEVELOPMENT, AND OUR NEWEST ONE LAUNCHED IN 2023 HOUSING AND HOMELESSNESS PREVENTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YOUTH IN PHILANTHROPY. EACH YEAR, WE RUN 10-12 YOUTH IN PHILANTHROPY PROGRAMS ACROSS METROWEST, THAT ENGAGES 200+ YOUNG PEOPLE AGES 12-18 IN THIS EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS LEARN ABOUT PHILANTHROPY AND NONPROFITS, READ REAL GRANT APPLICATIONS, CONDUCT SITE VISITS, AND SUPPORT THE FOUNDATION IN DETERMINING WHERE TO GRANT FUNDS WITHIN OUR COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,268,463 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086472260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ELIOT STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JAY KIM | |||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $235,776 | $0 | $7,050 | ||
| MARY CROWLEY | |||||||
| DIRECTOR OF | 40.00 | $131,212 | $0 | $3,943 | Yes (X) | ||
| CAROLINE MURPHY | |||||||
| VICE PRESIDE | 40.00 | $127,585 | $0 | $3,810 | Yes (X) | ||
| LEE GAGEN | |||||||
| DIR. OF DEVE | 40.00 | $116,534 | $0 | $3,195 | Yes (X) | ||
| MEGAN BRANSFIELD | |||||||
| DIR. OF OPER | 40.00 | $102,125 | $0 | $3,060 | Yes (X) | ||
| ROLAND HOCH | |||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACKIE CHRISTIANO | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN KAVOOGIAN | |||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER GULLOTTI | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTINE SCHUSTER | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| KENNETH VONA | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSIE ESTELLA | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DANA NESHE | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLES CARTER | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JENNIFER LEISMAN DESERT | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN DESISTO | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| KATHERINE GARRAHAN | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| GARRY HOLMES | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| MARGARET RAMSEY | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| MAGGIE KLEY | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| KATHRYN FAGIN | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVEN SCHEINKOPF | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID SWARTZ | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| CRAIG SANTOS | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| LILY YUN | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| NEETI CIOLINI | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL MCAULIFFE | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $713,232 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $21,058 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $402,241 | FundraisingAmt |
| Government Grants | $246,939 | GovernmentGrantsAmt |
| All Other Contributions | $6,987,642 | AllOtherContributionsAmt |
| Noncash Contributions | $3,433,032 | NoncashContributionsAmt |
| Total Contributions | $7,636,822 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE REVENUE | Desc |
| Total Revenue Column | $13,607 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,607 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,607 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $952,979 | TotalRevenueColumnAmt |
| Exclusion | $952,979 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,749,646 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,133,385 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $616,261 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $616,261 | TotalRevenueColumnAmt |
| Exclusion | $616,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,538 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $402,241 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,787 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,249 | TotalRevenueColumnAmt |
| Exclusion | -$46,249 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,173,420 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,607 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,522,991 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,418,426 | TotalAmt |
| Program Services | $3,418,426 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,826 | TotalAmt |
| Program Services | $121,413 | ProgramServicesAmt |
| Management And General | $72,848 | ManagementAndGeneralAmt |
| Fundraising | $48,565 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,624 | TotalAmt |
| Program Services | $390,613 | ProgramServicesAmt |
| Management And General | $216,134 | ManagementAndGeneralAmt |
| Fundraising | $293,877 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,928 | TotalAmt |
| Program Services | $8,594 | ProgramServicesAmt |
| Management And General | $4,511 | ManagementAndGeneralAmt |
| Fundraising | $7,823 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,069 | TotalAmt |
| Program Services | $42,991 | ProgramServicesAmt |
| Management And General | $24,248 | ManagementAndGeneralAmt |
| Fundraising | $28,830 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,874 | TotalAmt |
| Program Services | $40,219 | ProgramServicesAmt |
| Management And General | $22,684 | ManagementAndGeneralAmt |
| Fundraising | $26,971 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350 | TotalAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,642 | TotalAmt |
| Management And General | $40,642 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,342 | TotalAmt |
| Management And General | $121,342 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,619 | TotalAmt |
| Management And General | $10,511 | ManagementAndGeneralAmt |
| Fundraising | $57,108 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,804 | TotalAmt |
| Program Services | $10,655 | ProgramServicesAmt |
| Management And General | $37,002 | ManagementAndGeneralAmt |
| Fundraising | $7,147 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,421 | TotalAmt |
| Management And General | $79,213 | ManagementAndGeneralAmt |
| Fundraising | $28,208 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,000 | TotalAmt |
| Program Services | $30,877 | ProgramServicesAmt |
| Management And General | $17,416 | ManagementAndGeneralAmt |
| Fundraising | $20,707 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,343 | TotalAmt |
| Management And General | $9,343 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPORT | $204,675 | $204,675 | ||
| BAD DEBT | $100,000 | $100,000 | ||
| DEVELOPMENT EXPENSES | $79,958 | $79,958 | ||
| REPAIRS AND MAINTENANCE | $4,731 | $4,731 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,628,632 | TotalAmt |
| Program Services | $4,268,463 | ProgramServicesAmt |
| Management And General | $760,975 | ManagementAndGeneralAmt |
| Fundraising | $599,194 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,422 | BOYAmt |
| EOY | $512,982 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,416 | BOYAmt |
| EOY | $904,270 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,913 | BOYAmt |
| EOY | $226,256 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,532 | BOYAmt |
| EOY | $36,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $136,973 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $127,422 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,894 | BOYAmt |
| EOY | $9,551 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,741,936 | BOYAmt |
| EOY | $30,786,608 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,646 | BOYAmt |
| EOY | $437,402 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,303,759 | BOYAmt |
| EOY | $32,913,172 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,757 | BOYAmt |
| EOY | $4,789 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,254 | BOYAmt |
| EOY | $73,867 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,565 | BOYAmt |
| EOY | $1,650,030 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,576 | BOYAmt |
| EOY | $1,728,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,112,886 | BOYAmt |
| EOY | $26,086,811 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,540,297 | BOYAmt |
| EOY | $5,097,675 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,653,183 | BOYAmt |
| EOY | $31,184,486 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,303,759 | BOYAmt |
| EOY | $32,913,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,544,788 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $974,961 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $11,554 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,710,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,707,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,593,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,950,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,636,822 | CurrentTaxYearAmt |
| Total | $26,598,631 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,710,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,707,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,593,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,950,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,636,822 | CurrentTaxYearAmt |
| Total | $26,598,631 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,336,639 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,261,992 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $381,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $481,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $498,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $708,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $952,979 | CurrentTaxYearAmt |
| Total | $3,023,063 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,538 | CurrentTaxYearAmt |
| Total | $55,968 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,677,662 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $52,817 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 33,430 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 61 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $3,903,503 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $105,582 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,142,325 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $12,000 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,844,423 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $119,296 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,630,528 | BeginningYearBalanceAmt |
| Contributions | $331,600 | ContributionsAmt |
| Investment Earnings Or Losses | $1,670,547 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $849,009 | GrantsOrScholarshipsAmt |
| Other Expenditures | $185,887 | OtherExpendituresAmt |
| End Year Balance | $18,597,779 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,084,797 | BeginningYearBalanceAmt |
| Contributions | $154,774 | ContributionsAmt |
| Investment Earnings Or Losses | $2,055,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $678,142 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$13,824 | OtherExpendituresAmt |
| End Year Balance | $17,630,528 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,771,351 | BeginningYearBalanceAmt |
| Contributions | -$274,128 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,190,922 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $250,777 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$29,273 | OtherExpendituresAmt |
| End Year Balance | $16,084,797 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,018,670 | BeginningYearBalanceAmt |
| Contributions | $414,096 | ContributionsAmt |
| Investment Earnings Or Losses | $2,156,046 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $868,466 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$51,005 | OtherExpendituresAmt |
| End Year Balance | $19,771,351 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,228,010 | BeginningYearBalanceAmt |
| Contributions | $148,551 | ContributionsAmt |
| Investment Earnings Or Losses | $1,303,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $673,772 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$11,962 | OtherExpendituresAmt |
| End Year Balance | $18,018,670 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.77500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11080 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11420 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $136,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $127,422 | DepreciationAmt |
| Book Value | $9,551 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,551 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENTS | $1,204,878 |
| OPERATING LEASE LIABILITY | $445,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,650,030 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,095,416 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $974,961 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $68,787 | OtherRevenueAmt |
| Revenue Not Reported | $1,043,748 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,051,668 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $121,342 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $410 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $121,752 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,173,420 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,564,113 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $68,787 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $68,787 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,495,326 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $121,342 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $11,964 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $133,306 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,628,632 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR MAKING GRANTS TO OTHER NON-PROFIT ORGANIZATIONS WHICH SUPPORT THE NEEDS OF THE METROWEST COMMUNITY. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX-EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRC. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS REQUIRED BY ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO REVIEW BY TAXING AUTHORITIES FOR PERIODS PRIOR TO 2022. SUBSTANTIALLY ALL OF THE FOUNDATION'S INCOME, EXPENDITURES, AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE. THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INOCME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING EXPENSES 68,787 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | GIFTS TO AGENCY ENDOWMENT FUNDS 410 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EXPENSES 68,787 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | GRANTS FROM AGENCY ENDOWMENT FUNDS 11,964 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING INSPIRAT | Event1Nm |
| Gross Receipts Event1 | $219,309 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $210,768 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,541 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $900 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,541 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $23,708 | OtherDirectExpensesEvent1Amt |
| Event2 | COMMUNITY LEADE | Event2Nm |
| Gross Receipts Event2 | $205,470 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $191,473 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,997 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $13,997 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $20,141 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $424,779 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $402,241 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,538 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $22,538 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $43,849 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $68,787 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$46,249 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (106 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WALTHAM BOYS AND GIRLS CLUB | ||||||||
| 20 EXCHANGE STREET | WALTHAM | MA | 02451 | 042103927 | 501(C) | $211,163 | PROGRAM SUPPORT | |
| EMERSON HEALTH CARE FOUNDATION | ||||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 042770980 | 501(C) | $201,000 | PROGRAM SUPPORT | |
| LITERATIONS | ||||||||
| 1 FEDERAL ST 5TH FLOOR | BOSTON | MA | 02110 | 043227007 | 501(C) | $200,000 | PROGRAM SUPPORT | |
| FRAMINGHAM ADULT ESL PROGRAM FUND | ||||||||
| 31 FLAGG DRIVE | FRAMINGHAM | MA | 01702 | 043266789 | 501(C) | $175,000 | PROGRAM SUPPORT | PO BOX 4860 |
| MASSACHUSETTS BAY COMMUNITY COLLEGE | ||||||||
| 50 OAKLAND ST | WELLESLEY HILLS | MA | 02481 | 222581930 | 501(C) | $155,000 | PROGRAM SUPPORT | |
| RESIST INC | ||||||||
| PO BOX 301240 | BOSTON | MA | 02130 | 042433182 | 501(C) | $100,000 | PROGRAM SUPPORT | |
| FRAMINGHAM STATE UNIVERSITY MCAULI | ||||||||
| 100 STATE STREET | FRAMINGHAM | MA | 017019101 | GOV | $95,000 | PROGRAM SUPPORT | ||
| JEWISH FAMILY SERVICE OF METROWEST | ||||||||
| 475 FRANKLIN STREET | FRAMINGHAM | MA | 017026265 | 042730898 | 501(C) | $92,700 | PROGRAM SUPPORT | SUITE 101 |
| ADVOCATES INC | ||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01702 | 237451423 | 501(C) | $88,724 | PROGRAM SUPPORT | |
| A PLACE TO TURN | ||||||||
| 99 HARTFORD STREET | NATICK | MA | 01760 | 042790777 | 501(C) | $58,700 | PROGRAM SUPPORT | |
| FRIENDS OF THE WALTHAM FAMILY SCHOO | ||||||||
| 510 MOODY STREET | WALTHAM | MA | 02453 | 462772840 | 501(C) | $50,000 | PROGRAM SUPPORT | |
| MASSHIRE METRO SOUTHWEST WORKFORCE | ||||||||
| 1671 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 043530815 | 501(C) | $50,000 | PROGRAM SUPPORT | LOWER LEVEL |
| NATICK SERVICE COUNCIL INC | ||||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | 042433772 | 501(C) | $43,750 | PROGRAM SUPPORT | |
| SOUTH MIDDLESEX OPPORTUNITY INC | ||||||||
| 7 BISHOP ST | FRAMINGHAM | MA | 01702 | 042389659 | 501(C) | $43,739 | PROGRAM SUPPORT | |
| LIFE SCIENCE CARES BOSTON | ||||||||
| PO BOX 425486 | CAMBRIDGE | MA | 02142 | 812435939 | 501(C) | $41,000 | PROGRAM SUPPORT | |
| EMPOWER CHILDREN FOR SUCCESS | ||||||||
| 44 TOWNSEND ST | FITCHBURG | MA | 01420 | 861235657 | 501(C) | $40,000 | PROGRAM SUPPORT | |
| JEWISH FAMILY AND CHILDREN'S SERVIC | ||||||||
| 475 FRANKLIN STREET SUITE 101 | WALTHAM | MA | 02451 | 042104356 | 501(C) | $37,757 | PROGRAM SUPPORT | |
| BETHANY HILL PLACE | ||||||||
| 89 BETHANY ROAD | FRAMINGHAM | MA | 01702 | 042493492 | 501(C) | $35,000 | PROGRAM SUPPORT | |
| FRIENDS OF WELLESLEY COUNCIL ON AGI | ||||||||
| 500 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | 462371545 | 501(C) | $35,000 | PROGRAM SUPPORT | |
| HEALTHY WALTHAM | ||||||||
| 510 MOODY STREET | WALTHAM | MA | 02453 | 043399437 | 501(C) | $32,774 | PROGRAM SUPPORT | |
| NEEDHAM COMMUNITY COUNCIL | ||||||||
| 570 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | 042121365 | 501(C) | $32,500 | PROGRAM SUPPORT | |
| THE RASHI SCHOOL | ||||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | 222581549 | 501(C) | $32,500 | PROGRAM SUPPORT | |
| DIGNITY MATTERS | ||||||||
| PO BOX 72 | WAYLAND | MA | 01778 | 814572839 | 501(C) | $31,500 | PROGRAM SUPPORT | |
| FAMILY PROMISE METROWEST | ||||||||
| 6 MULLIGAN ST | NATICK | MA | 01760 | 205963640 | 501(C) | $30,250 | PROGRAM SUPPORT | |
| HOPE AND COMFORT INC | ||||||||
| 659 HIGHLAND AVE | NEEDHAM HEIGHTS | MA | 02494 | 451329518 | 501(C) | $30,250 | PROGRAM SUPPORT | |
| CHARLES RIVER WATERSHED ASSOCIATION | ||||||||
| 190 PARK ROAD | WESTON | MA | 02493 | 046136989 | 501(C) | $30,000 | PROGRAM SUPPORT | |
| OARS INC | ||||||||
| 23 BRADFORD STREET | CONCORD | MA | 01742 | 042963426 | 501(C) | $30,000 | PROGRAM SUPPORT | PO BOX 1116 |
| AMAZING THINGS ART CENTER | ||||||||
| 160 HOLLIS STREET | FRAMINGHAM | MA | 01702 | 201332310 | 501(C) | $27,750 | PROGRAM SUPPORT | |
| REACH BEYOND DOMESTIC VIOLENCE | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | 042735449 | 501(C) | $26,475 | PROGRAM SUPPORT | |
| NATICK HIGH SCHOOL | ||||||||
| 15 WEST STREET | NATICK | MA | 01760 | 043164739 | 501(C) | $26,400 | PROGRAM SUPPORT | |
| SAGA EDUCATION | ||||||||
| 13 HICKORY HILL LANE | FRAMINGHAM | MA | 01702 | 472168942 | 501(C) | $26,000 | PROGRAM SUPPORT | |
| METROWEST MEDIATION SERVICES | ||||||||
| 220 NORTH MAIN STREET | NATICK | MA | 01760 | 042710084 | 501(C) | $25,000 | PROGRAM SUPPORT | SUITE 106 |
| REVIVE DISCIPLESHIP | ||||||||
| 40 HOWE STREET | FRAMINGHAM | MA | 01701 | 872753434 | 501(C) | $20,612 | PROGRAM SUPPORT | |
| AFRICAN CULTURAL SERVICES INC | ||||||||
| 46 ELSON ROAD | WALTHAM | MA | 02451 | 273145250 | 501(C) | $20,000 | PROGRAM SUPPORT | |
| BRACE | ||||||||
| 560 WAVERLY STREET | FRAMINGHAM | MA | 01702 | 454857122 | 501(C) | $20,000 | PROGRAM SUPPORT | |
| MINUTEMAN SENIOR SERVICES | ||||||||
| 1 BURLINGTON WOODS DR | BURLINGTON | MA | 01803 | 042587212 | 501(C) | $20,000 | PROGRAM SUPPORT | SUITE 101 |
| ONE FAMILY INC | ||||||||
| 423 WEST BROADWAY | BOSTON | MA | 02127 | 542076936 | 501(C) | $20,000 | PROGRAM SUPPORT | SUITE 402 |
| LOVIN' SPOONFULS | ||||||||
| 1304 COMMONWEALTH AVENUE | BOSTON | MA | 02134 | 271810597 | 501(C) | $20,000 | PROGRAM SUPPORT | SUITE E |
| METROWEST COLLABORATIVE DEVELOPMENT | ||||||||
| 79B CHAPEL ST | NEWTON | MA | 02458 | 223073668 | 501(C) | $20,000 | PROGRAM SUPPORT | |
| METROWEST LEGAL SERVICES INC | ||||||||
| 63 FOUNTAIN STREET | FRAMINGHAM | MA | 01702 | 043177488 | 501(C) | $20,000 | PROGRAM SUPPORT | SUITE 304 |
| WATCH INC | ||||||||
| 24 CRESCENT STREET | WALTHAM | MA | 02453 | 222918528 | 501(C) | $20,000 | PROGRAM SUPPORT | SUITE 201 |
| METROWEST YMCA | ||||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | 042281530 | 501(C) | $17,416 | PROGRAM SUPPORT | |
| LEXINGTON HOUSING ASSISTANCE BOARD | ||||||||
| 1620 MASSACHUSETTS AVENUE | LEXINGTON | MA | 02420 | 042888689 | 501(C) | $17,000 | PROGRAM SUPPORT | |
| DOMESTIC VIOLENCE SERVICES NETWORK | ||||||||
| PO BOX 536 | CONCORD | MA | 017426556 | 043519394 | 501(C) | $16,000 | PROGRAM SUPPORT | |
| NEW LIFE FURNITURE BANK OF MA | ||||||||
| PO BOX 573 | MEDFIELD | MA | 02052 | 463642814 | 501(C) | $16,000 | PROGRAM SUPPORT | |
| POLITICAL ASYLUMIMMIGRATION REPRES | ||||||||
| 98 N WASHINGTON ST | BOSTON | MA | 02114 | 223003501 | 501(C) | $15,000 | PROGRAM SUPPORT | SUITE 106 |
| LEXINGTON SYMPHONY | ||||||||
| PO BOX 194 | LEXINGTON | MA | 02420 | 043301650 | 501(C) | $15,000 | PROGRAM SUPPORT | |
| ASPERGER AUTISM NETWORK INC | ||||||||
| 85 MAIN STREET | WATERTOWN | MA | 02472 | 043376227 | 501(C) | $15,000 | PROGRAM SUPPORT | SUITE 3 |
| ASSOCIATION OF BLACK CITIZENS OF LE | ||||||||
| 56 TAFT AVE | LEXINGTON | MA | 02421 | 823206698 | 501(C) | $15,000 | PROGRAM SUPPORT | |
| BABSON COLLEGE | ||||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | 042103544 | 501(C) | $15,000 | PROGRAM SUPPORT | |
| CROSSROADS CONTINUUM | ||||||||
| 295 DONALD J LYNCH BOULEVARD | MARLBOROUGH | MA | 01752 | 061660628 | 501(C) | $15,000 | PROGRAM SUPPORT | |
| EMPLOYMENT OPTIONS INC | ||||||||
| 82 BRIGHAM STREET | MARLBOROUGH | MA | 01752 | 237089596 | 501(C) | $15,000 | PROGRAM SUPPORT | |
| CATHOLIC CHARITIES OF WORCESTER COU | ||||||||
| 10 HAMMOND STREET | WORCESTER | MA | 01610 | 042103979 | 501(C) | $15,000 | PROGRAM SUPPORT | |
| JACOBS PILLOW DANCE | ||||||||
| 358 GEORGE CARTER DIRVE | BECKET | MA | 01223 | 046002993 | 501(C) | $15,000 | PROGRAM SUPPORT | |
| TOWN OF SHERBORN | ||||||||
| 19 WASHINGTON STREET | SHERBORN | MA | 01770 | GOV | $15,000 | PROGRAM SUPPORT | ||
| FIRST PARISH WAYLAND | ||||||||
| 50 COCHITUATE ROAD | WAYLAND | MA | 01778 | 042103733 | 501(C) | $13,308 | PROGRAM SUPPORT | PO BOX 397 |
| GRATIS HEALTHCARE INC | ||||||||
| PO BOX 644 | FRANKLIN | MA | 02038 | 863883420 | 501(C) | $13,000 | PROGRAM SUPPORT | |
| LEXINGTON ARTS AND CRAFTS SOCIETY | ||||||||
| 130 WALTHAM STREET | LEXINGTON | MA | 02421 | 046072895 | 501(C) | $12,500 | PROGRAM SUPPORT | |
| EDINBURG CENTER | ||||||||
| 1040 WALTHAM STREET | LEXINGTON | MA | 02421 | 042611055 | 501(C) | $12,500 | PROGRAM SUPPORT | |
| MOTHER BROOK ARTS & COMMUNITY CENTE | ||||||||
| PO BOX 1003 | DEDHAM | MA | 02026 | 454631121 | 501(C) | $12,500 | PROGRAM SUPPORT | |
| ARTSPACE-MAYNARD | ||||||||
| 74 MAIN STREET | MAYNARD | MA | 017542333 | 042986718 | 501(C) | $12,500 | PROGRAM SUPPORT | |
| UNITED PARISHES OF SOUTHBOROUGH FOO | ||||||||
| PO BOX 281 | SOUTHBOROUGH | MA | 01772 | 383679176 | 501(C) | $12,500 | PROGRAM SUPPORT | |
| HOSPITALITY COMMON INC | ||||||||
| 44 FRANKLIN STREET | FRAMINGHAM | MA | 01702 | 834402399 | 501(C) | $12,374 | PROGRAM SUPPORT | C/O GREATER FRAMINGHAM COMMUNITY CH |
| LEXINGTON HISTORICAL SOCIETY | ||||||||
| PO BOX 514 | LEXINGTON | MA | 02420 | 046113452 | 501(C) | $12,000 | PROGRAM SUPPORT | |
| LEXRAP CORP | ||||||||
| 3 ELLEN DANA COURT | LEXINGTON | MA | 02420 | 813828892 | 501(C) | $12,000 | PROGRAM SUPPORT | |
| CLEAR PATH FOR VETERANS NEW ENGLAND | ||||||||
| 84 ANTIETAM ST | DEVENS | MA | 01434 | 820681735 | 501(C) | $12,000 | PROGRAM SUPPORT | |
| SNAP-SPECIAL NEEDS ARTS PROGRAM | ||||||||
| PO BOX 598 | LEXINGTON | MA | 02420 | 222570673 | 501(C) | $11,500 | PROGRAM SUPPORT | |
| BELLFORGE ARTS CENTER | ||||||||
| 258 MAIN STREET UNIT 1 | MEDFIELD | MA | 02052 | 473735323 | 501(C) | $10,750 | PROGRAM SUPPORT | |
| PLUGGED IN TEEN BAND PROGRAM | ||||||||
| 40 FREEMAN PLACE | NEEDHAM | MA | 02492 | 651195693 | 501(C) | $10,500 | PROGRAM SUPPORT | |
| GOODNOW LIBRARY FOUNDATION | ||||||||
| 21 CONCORD ROAD | SUDBURY | MA | 01776 | 043026646 | 501(C) | $10,500 | PROGRAM SUPPORT | |
| FRIENDS OF 2LIFE COMMUNITIES | ||||||||
| 30 WALLINGFORD RD | BOSTON | MA | 02135 | 042607197 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| FRIENDS OF THE SOUTHBOROUGH COUNCIL | ||||||||
| SOUTHBOROUGH SENIOR CENTER | SOUTHBOROUGH | MA | 01772 | 043399851 | 501(C) | $10,000 | PROGRAM SUPPORT | 9 CORDAVILLE ROAD |
| HALE RESERVATION | ||||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | 042111550 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| ELIOT COMMUNITY HUMAN SERVICES | ||||||||
| 125 HARTWELL AVE | BRAINTREE | MA | 02421 | 042316924 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| RIA HOUSE | ||||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | 462837911 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| LITERACY UNLIMITED OF FRAMINGHAM FO | ||||||||
| 49 LEXINGTON ST | LEXINGTON | MA | 02421 | 815258140 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| COOPERATIVE ELDER SERVICES INC | ||||||||
| 2352 MAIN STREET | CONCORD | MA | 01742 | 042680168 | 501(C) | $10,000 | PROGRAM SUPPORT | SUITE 108 |
| DANFORTH ART MUSEUM SCHOOL | ||||||||
| 14 VERNON STREET | FRAMINGHAM | MA | 01701 | 042526917 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| GIVEWELL | ||||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 946123488 | 208625442 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| JEFF'S PLACE | ||||||||
| 281 PLEASANT ST | FRAMINGHAM | MA | 01701 | 450920240 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| KEEFE REGIONAL TECHNICAL SCHOOL | ||||||||
| 750 WINTER ST | FRAMINGHAM | MA | 01702 | GOV | $10,000 | PROGRAM SUPPORT | ||
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | 222915188 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| MENTAL HEALTH COLLABORATIVE | ||||||||
| 149 WOOD STREET | HOPKINTON | MA | 01748 | 833765472 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | 043316013 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| GREATER BOSTON PFLAG | ||||||||
| PO BOX 541619 | WALTHAM | MA | 02454 | 953750694 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| THE KEY PROGRAM INC | ||||||||
| 77 RUMFORD AVENUE | WALTHAM | MA | 02453 | 042539878 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| TRINITY BOSTON CONNECTS | ||||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | 042736718 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| HOPKINTON CENTER FOR THE ARTS | ||||||||
| 98 HAYDEN ROWE | HOPKINTON | MA | 01748 | 272588125 | 501(C) | $9,000 | PROGRAM SUPPORT | |
| PAN-MASSACHUSETTS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | 042746912 | 501(C) | $9,000 | PROGRAM SUPPORT | |
| OUT METROWEST INC | ||||||||
| PO BOX 2122 | FRAMINGHAM | MA | 01703 | 465712986 | 501(C) | $8,979 | PROGRAM SUPPORT | |
| LEXINGTON LYCEUM ADVOCATES | ||||||||
| PO BOX 372 | LEXINGTON | MA | 02420 | 922953479 | 501(C) | $8,000 | PROGRAM SUPPORT | |
| CHHANDIKA INC | ||||||||
| 33 RAILROAD AVE | STOW | MA | 01775 | 223895077 | 501(C) | $8,000 | PROGRAM SUPPORT | |
| THE DISCOVERY MUSEUMS | ||||||||
| 177 MAIN STREET | ACTON | MA | 01720 | 042741645 | 501(C) | $8,000 | PROGRAM SUPPORT | |
| PERFORMING ARTS CENTER OF METROWEST | ||||||||
| 140 PEARL STREET | FRAMINGHAM | MA | 01702 | 042777467 | 501(C) | $7,825 | PROGRAM SUPPORT | |
| LAND'S SAKE | ||||||||
| 27 CRESCENT STREET | WESTON | MA | 02493 | 042702759 | 501(C) | $7,750 | PROGRAM SUPPORT | |
| ASSABET VALLEY MASTERSINGERS INC | ||||||||
| PO BOX 911 | NORTHBOROUGH | MA | 01532 | 042709313 | 501(C) | $7,720 | PROGRAM SUPPORT | |
| FAMILYACCESS OF NEWTON | ||||||||
| 492 WALTHAM STREET | WEST NEWTON | MA | 02465 | 042232418 | 501(C) | $7,500 | PROGRAM SUPPORT | |
| FIRST PARISH CHURCH IN LEXINGTON | ||||||||
| 7 HARRINGTON ROAD | LEXINGTON | MA | 02420 | 042299661 | 501(C) | $7,500 | PROGRAM SUPPORT | |
| SOUTHBOROUGH LIBRARY | ||||||||
| 25 MAIN STREET | SOUTHBOROUGH | MA | 01772 | 501(C) | $7,150 | PROGRAM SUPPORT | ||
| YOUTH COUNSELING CONNECTION | ||||||||
| 7 HARRINGTON ROAD | LEXINGTON | MA | 02421 | 263202150 | 501(C) | $7,000 | PROGRAM SUPPORT | |
| SOUTHBOROUGH OPEN LAND FOUNDATION | ||||||||
| PO BOX 345 | SOUTHBOROUGH | MA | 01772 | 223002718 | 501(C) | $6,500 | PROGRAM SUPPORT | |
| BOYS AND GIRLS CLUBS OF METROWEST | ||||||||
| 169 PLEASANT STREET | MARLBOROUGH | MA | 01752 | 042387225 | 501(C) | $5,750 | PROGRAM SUPPORT | |
| FRAMINGHAM HISTORY CENTER | ||||||||
| PO BOX 2032 | FRAMINGHAM | MA | 017032032 | 046121840 | 501(C) | $5,625 | PROGRAM SUPPORT | |
| GAINING GROUND INC | ||||||||
| PO BOX 374 | CONCORD | MA | 01742 | 043083976 | 501(C) | $5,250 | PROGRAM SUPPORT | 341 VIRGINIA ROAD |
| GREATER FRAMINGHAM COMMUNITY CHURCH | ||||||||
| PO BOX 629 | FRAMINGHAM | MA | 01704 | 043203768 | 501(C) | $5,250 | PROGRAM SUPPORT | |
| SUM OF ALL GRANTS UNDER AND EQUAL | ||||||||
| $404,235 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 144 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY KIM | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $235,776 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $7,050 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $242,826 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,433,032 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED STOCK PRICES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | STOCK CONTRIBUTIONS ARE SOLD BY INVESTMENT MANAGERS IMMEDIATELY UPON NOTIFICATION OF RECEIPT THEN THEY ARE REINVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION FOR METROWEST IMPROVES THE QUALITY OF LIFE IN 30+ METROWEST COMMUNITIES BY PROVIDING FINANCIAL AND EDUCATIONAL RESOURCES TO LOCAL NONPROFIT ORGANIZATIONS, SHARING ESSENTIAL DATA ABOUT OUR REGION TO INFORM DECISION MAKING, AND PARTNERING WITH DONORS TO HELP GUIDE AND ALIGN THEIR GIVING WITH THE AREAS OF GREATEST NEED IN THE COMMUNITY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED BY THE AUDIT COMMITTEE WITH THE AUDITORS, THEN COPIES ARE PROVIDED FOR ALL TRUSTEES FOR REVIEW AT THE NEXT FULL BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST DISCLOSURES MUST BE SIGNED BY ALL STAFF, TRUSTEES AND COMMITTEE MEMBERS, DISCLOSURES ARE SENT TO ALL TRUSTEES AS PART OF THE ANNUAL AUDIT PROCESS, COMMITTEE MEMBERS RECEIVE DISCLOSURES FOLLOWING THE ANNUAL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE COMPENSATION IS DETERMINED BASED ON: 360 PERFORMANCE REVIEW CONTAINING FEEDBACK FROM STAFF, TRUSTEES AND INDEPENDENT PERSONS AND REVIEW OF OTHER LOCAL COMMUNITY FOUNDATION SALARIES. |
| FORM 990, PAGE 6, PART VI, LINE 18 | THE ORGANIZATION'S FORMS 990 AND FORM 1023 ARE AVAILABLE ON THE ORGANIZATION'S WEB SITE, ON GUIDESTAR AND UPON REQUEST AT THE ORGANIZTION'S OFFICE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEB SITE. |
| FORM 990, PART XI, LINE 9 | NET AGENCY ENDOWMENT ACTIVITY 11,554 |
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