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INCLUDE A COPY OF THE IRS TAX EXEMPTION LETTER. IF SUBMITTING TO THE FOUNDATION FOR THE FIRST TIME, IT IS HELPFUL AND EDUCATIONAL TO THE TRUSTEES TO SUBMIT ONE (1) COPY OF ANY OTHER GENERAL INFORMATION THAT THE ORGANIZATION FEELS MIGHT GIVE THE TRUSTEES A BETTER FEEL AS TO WHAT THE ORGANIZATION DOES. THIS INFORMATION IS APPRECIATED BUT NOT REQUIRED GRANT MEETINGS ARE HELD IN APRIL, SEPTEMBER, AND DECEMBER. GRANT REQUESTS SHOULD BE RECEIVED NO LATE FOCUS IS (501(C)(3))NON-PROFIT ORGANIZATIONS LOCATED IN WORCESTER, MA OR PROVIDING SIGNIFICANT SERVICES TO WORCESTER AREA RESIDENTS, WITH A PREFERRED FOCUS ON HELPING WITH OCCASIONAL CAPITAL NEEDS. AMERICAN RED CROSS OF CENTRAL MASSA THE REMILLARD BUILDING200 WORCESTER MA 01606 SUPPORT OF DISASTER ASSISTANCE THIS 15000 APPALACHIAN MOUNTAIN CLUB 10 CITY SQUARE BOSTON MA 02129 SUPPORT A CRITICAL CAPITAL NEED OF 2 5000 ARTSWORCESTER 660 MAIN STREET WORCESTER MA 01606 SUPPORT OPERATIONS IN FISCAL YEAR 20 9000 ASCENTRIA CARE ALLIANCE 26 HARVARD STREET WORCESTER MA 01609 2022 UNSOLICITED GRANTS (MARY FLETCH 5000 BANCROFT SCHOOL 110 SHORE DRIVE WORCESTER MA 01605 2022 UNSOLICITED GRANTS (MATT FLETCH 5000 BE LIKE BRIT FOUNDATION INC 66 PULLMAN STREET WORCESTER MA 01606 UNSOLICITED ONE-TIME GRANT IN SUPPOR 20000 BLACK EXCELLENCE ACADEMY FA CHARLE 115 BEECHING STREET WORCESTER MA 01602 SUPPORT FALL 2022 AND SPRING 2023 SC 6000 BOYS & GIRLS CLUB OF WORCESTER 64 TAINTER STREET WORCESTER MA 01610 SUPPORT THEIR FITNESS PROGRAM 35000 BRIARWOOD COMMUNITY (THE) 65 BRIARWOOD CIRCLE WORCESTER MA 01606 SUPPORT THE PURCHASE OF LAND AND/OR 100000 CASA PROJECT INC (THE) 100 GROVE STREET WORCESTER MA 01605 CHILD COURT ADVOCACY PROGRAM 25000 CENTRAL MASSACHUSETTS AGENCY ON AGI 330 SOUTHWEST CUTOFF SUI WORCESTER MA 01604 SUPPORT PROGRAMS 15000 COASTAL MOUNTAINS LAND TRUST 101 MOUNT BATTIE STREET CAMDEN ME 04843 2022 UNSOLICITED GRANT-ANDREW FLETCH 2500 COMMUNITY LEGAL AID 370 MAIN STREET WORCESTER MA 01608 TOWARDS CLAS MOVE TO A NEW WORCESTE 20000 DISMAS HOUSE OF MASSACHUSETTS INC PO BOX 30125 WORCESTER MA 01603 SUPPORT OF A FARM STEWARD 10000 EDWARD M KENNEDY COMMUNITY HEALTH 650 LINCOLN STREET WORCESTER MA 01605 TO HELP COVER THE COST OF SOME OF TH 50000 FITCHBURG ART MUSEUM 185 ELM STREET FITCHBURG MA 01420 SUPPORT THE REPLACEMENT AND UPGRADE 15000 FOOD LINK INC 108 SUMMER STREET ARLINGTON MA 02476 2022 UNSOLICITED GRANT-ANDREW FLETCH 5000 GENESIS CLUB INC 274 LINCOLN STREET WORCESTER MA 01605 SUPPORT THE INSTALLATION OF A WHEELC 10000 GREATER BOSTON FOOD BANK (THE) 70 SOUTH BAY AVENUE BOSTON MA 02118 2022 UNSOLICITED GRANT-ANDREW FLETCH 2500 GREATER WORCESTER LAND TRUST 4 ASH STREET WORCESTER MA 01604 2022 UNSOLICITED GRANT-ALLEN FLETCHE 5000 GREATER WORCESTER LAND TRUST 4 ASH STREET WORCESTER MA 01604 IN SUPPORT OF PROPERTY ACQUISITION O 100000 GUILD OF ST AGNES 405 GROVE STREET WORCESTER MA 01605 TOWARDS THE TOTAL EXPENSES OF THE RE 200000 HANOVER THEATRE AND CONSERVATORY FO 554 MAIN STREET WORCESTER MA 01608 8/17/22: COURTESY OF TRUSTEE, ALLEN 5000 HANOVER THEATRE AND CONSERVATORY FO 554 MAIN STREET WORCESTER MA 01608 SUPPORT THE THT REP CAMPAIGN 200000 HEALTH FOUNDATION OF CENTRAL MASSAC 446 MAIN STREET 20TH FLO WORCESTER MA 01608 WORCESTER HOMECOMING 2022 PROJECT 25000 HENRY SHELDON MUSEUM OF VERMONT HIS ONE PARK STREET MIDDLEBURY VT 05733 2022 UNSOLICITED GRANT-W FLETCHER 2000 JEREMIAH'S INN PO BOX 30035 WORCESTER MA 01603 SUPPORT NUTRITION CENTER 20000 JOY OF MUSIC PROGRAM INC 1 GORHAM STREET WORCESTER MA 01605 STRUCTURAL IMPROVEMENT PROJECT 100000 JOY OF MUSIC PROGRAM INC 1 GORHAM STREET WORCESTER MA 01605 SUPPORT THE SCHOOLS FINANCIAL AID PR 10000 LATIN AMERICAN BUSINESS ORGANIZATIO 33 HIGHLAND STREET WORCESTER MA 01608 OPERATIONAL COSTS 15000 LITERACY VOLUNTEERS OF GREATER WORC 3 SALEM SQUARE SUITE 332 WORCESTER MA 01608 SUPPORT OF ADULT ESL AND ABE PROGRAM 12000 LIVING IN FREEDOM TOGETHER-LIFT 534 CAMBRIDGE STREET WORCESTER MA 01610 SUPPORT COMPLETION OF THE ADA COMPLI 10000 MAIN SOUTH COMMUNITY DEVELOPMENT CO 875 MAIN STREET WORCESTER MA 01610 SUPPORT CORE OPERATIONAL EXPENSES ( 30000 MASSACHUSETTS ASSOCIATION FOR THE B 799 WEST BOYLSTON STREET WORCESTER MA 01606 SUPPORT ACCESSIBLE TECHNOLOGY IN THE 7000 MASSACHUSETTS FARMERS MARKETS C/O MFM CAMPAIGN FOR WORC WALTHAM MA 02452 SUPPORT OF THE MFM CAMPAIGN FOR WORC 15000 MASSACHUSETTS SYMPHONY ORCHESTRA TUCKERMAN HALLBOX 20070 WORCESTER MA 01602 SUPPORT TWO SPECIAL PROJECTS: 1) FIR 10000 MASSART FOUNDATION 621 HUNTINGTON AVENUE BOSTON MA 02115 2022 UNSOLICITED GRANT-MEGAN FLETCHE 10000 MUSICIANS OF THE OLD POST ROAD 107 CONCORD ROAD WAYLAND MA 02451 SUPPORT UPCOMING FILM PERFORMANCE/PR 3000 MUSTARD SEED CATHOLIC WORKER COMMUN 93 PIEDMONT STREET WORCESTER MA 01609 OPERATIONAL/PROGRAM SUPPORT 10000 NEADS PO BOX 1100 PRINCETON MA 01541 SUPPORT VITAL INVESTMENTS AT NEADS P 10000 NEW GARDEN PARK - 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THREE-YEAR C 100000 WORCESTER PUBLIC MARKET 4 ASH STREET WORCESTER MA 01608 SUPPLEMENT OPERATIONS - THREE-YEAR C 100000 WORCESTER PUBLIC MARKET 4 ASH STREET WORCESTER MA 01608 SUPPLEMENT OPERATIONS - THREE-YEAR C 100000 WORCESTER REGIONAL CHAMBER OF COMME 339 MAIN STREET WORCESTER MA 01608 WORCESTER'S TERCENTENNIAL CELEBRATIO 50000 WORCESTER REGIONAL RESEARCH BUREAU 319 MAIN STREET WORCESTER MA 01608 SUPPORT THE WORK OF THE RESEARCH BUR 5000 WORCESTER YOUTH CENTER 326 CHANDLER STREET WORCESTER MA 01602 TOWARDS REPAIR AND REMEDIATION OF DA 40000 WORCESTER YOUTH CENTER 326 CHANDLER STREET WORCESTER MA 01602 SUPPORT WYC'S CORE PROGRAMS 15000 YOU INC FA SEVEN HILLS FOUNDA 81 PLANTATION STREET WORCESTER MA 01604 SUPPORT DYNAMY YOUTH ACADEMY 10000 YMCA OF CENTRAL MASSACHUSETTS 766 MAIN STREET WORCESTER MA 01610 SUPPORT THE CENTRAL COMMUNITY AND GR 100000 YMCA OF CENTRAL MASSACHUSETTS 766 MAIN STREET WORCESTER MA 01610 SUPPORT THE CENTRAL COMMUNITY AND GR 100000 YOUTH SPIRIT ARTWORKS 1740 ALCATRAZ AVENUE BERKLEY CA 94703 2022 UNSOLICITED GRANTS-ETHAN FLETCH 2500 YWCA OF CENTRAL MASSACHUSETTS 1 SALEM SQUARE WORCESTER MA 01608 SUPPORT GIRLS PROMOTING SAFETY (GPS) 6000 YWCA OF CENTRAL MASSACHUSETTS 1 SALEM SQUARE WORCESTER MA 01608 2022 UNSOLICITED GRANTS (MARY FLETCH 3000 FROM MULTIPLE K-1S 370 MAIN STREET 12TH FLOOR WORCESTER MA 01608 PUBLIC ONGOING SUPPORT 1773 3060773 GREATER WORCESTER LAND TRUST 4 ASH STREET WORCESTER MA 01604 IN SUPPORT OF PROPERTY ACQUISTION 100000 WORCESTER ART MUSEUM 55 SALISBURY STREET WORCESTER MA 01609 GENERAL OPERATING FUNDS 200000 300000 14 1954 14 1663061 18 538620 RENTAL INCOME K-1S MLP 523000 -24 BUSINESS INCOME 523000 87588 ROYALTY INCOME - FUND P 15 63533 OTHER INCOME 523000 -1248 TAX REFUND RENTAL INCOME - PARTNERSHIP 523000 110095 ROYALTY INCOME - MLP 523000 196411 2267168 2463579 false false false false false false false false false false TAX PREPARATION FEES 10000 5000 5000 TRUST & ACCT FEES 360000 180000 180000 FTW&CO EQUITIES 26162593 47568813 FTW&CO MUTUAL FUNDS AT COST 5192918 5235050 OTHER INVESTMENTS AT COST 197845 197845 PARTNERSHIPS AT COST 260502 1636000 MLP'S AT COST 932623 2836737 PRIOR PERIOD ADJUSTMENT 283866 ENERGY TRANSFER ADJUSTMENT 16385 EXPENSES COMMONWEALTH OF MA PC 500 500 SOFTWARE PACKAGE 1442 1442 K-1 EXPENSES 26920 26920 ADR FEES 641 641 K-1 NON-DEDUCTIBLE EXPENSES 148629 K-1 - DEPLETION 1754 1754 K-1 - ROYALTY EXPENSE INVESTMENT INTEREST 1560 1560 RENTAL INCOME K-1S MLP -24 BUSINESS INCOME 87588 ROYALTY INCOME - FUND P 63533 63533 OTHER INCOME -1248 RENTAL INCOME - PARTNERSHIPS 110095 BASIS ADJUSTMENT ON K-1 7929 TIMING DIFFERENCE ON DISTRIBUTIONS 2156 CUSTODY FEES 51778 51778 INVESTMENT MANAGEMENT 11250 11250 FOREIGN TAX PAID 20522 20522 FEDERAL TAX PAYMENT 80461