2022-01-10T13:03:49-06:00 2021-09-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2020-10-01 042121342 METROWEST HEALTH FOUNDATION INC METR 5088797625 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 MARTIN COHEN PRESIDENT, CEO 5088797625 2021-12-22 1 MARTIN COHEN XXX-XX-XXXX THOMAS WASHBURN CPA P00537319 5083669100 2021-12-22 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 122497077 X 305108 2484780 2484780 6196308 14995425 6196308 8986196 8681088 0 278794 62656 0 216138 400645 0 0 400645 213929 23228 0 190701 552 0 0 552 37800 0 0 37800 175789 82810 0 92979 107395 0 0 0 6670 0 0 130093 13671 0 116422 3874 168 0 3706 14610 0 0 14610 988094 871518 0 116576 2358245 1054051 0 1190129 5619634 3508075 7977879 1054051 0 4698204 1008317 7627037 0 120570 193015 193015 2431591 2166447 2166447 51939 51939 51939 108396 32439 32439 3624208 4469634 4469634 46896380 57036509 57036509 44844560 50135681 50135681 145712 139492 9618 6220 6220 7390013 8405193 8405193 105425336 122497077 122497077 207940 210801 747939 2859498 2362747 2312382 3318626 5382681 X 84445782 96297204 17660928 20817192 102106710 117114396 105425336 122497077 102106710 1008317 14182393 117297420 183024 117114396 PUBLICLY TRADED SECURITIES P 9921900 8193273 1728627 1728627 ALTERNATIVE FUNDS P 2020-10-01 2021-09-30 3689163 462579 3226584 3226584 ALTERNATIVE FUNDS P 2020-10-01 2021-09-30 1384362 143265 1241097 1241097 6196308 106016 0 106016 0 106016 101183 0 0 0 101183 X 61 4894 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.MWHEALTH.ORG MARTIN COHEN PRESIDENT CEO 5088797625 161 WORCESTER ROAD FRAMINGHAM MA 01701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MARTIN COHEN 161 WORCESTER RD FRAMINGHAM MA 01701 PRESIDENT 40.00 278794 59473 0 WILLIAM GRAHAM 161 WORCESTER RD FRAMINGHAM MA 01701 CHAIR 5.00 0 0 0 ANNA CAROLLO CROSS 161 WORCESTER RD FRAMINGHAM MA 01701 VICE CHAIR 5.00 0 0 0 JOHN CORRON 161 WORCESTER RD FRAMINGHAM MA 01701 TREASURER 5.00 0 0 0 CAROL GLOFF 161 WORCESTER RD FRAMINGHAM MA 01701 CLERK 5.00 0 0 0 LINO COVARRUBIAS 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 ALAN GELLER 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 SIMONE GILL 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE (UNTIL 12/2020) 5.00 0 0 0 KATHLEEN HERRMAN 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 WILLIAM IBERG 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 JOHN KRIKORIAN 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 COLEEN TORONTO 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 JAMES HICKS 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE (AS OF 1/2021) 5.00 0 0 0 MARI BARRERA 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE (AS OF 1/2021) 5.00 0 0 0 ANNE MARIE BOURSIQUOT KING 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE (UNTIL 12/2020) 5.00 0 0 0 REBECCA DONHAM 161 WORCESTER RD FRAMINGHAM MA 01701 SENIOR PROGRAM OFFIC 36.00 117298 46524 0 CATHY GLOVER 161 WORCESTER RD FRAMINGHAM MA 01701 GRANTS MANAGEMENT DI 35.00 105060 38980 0 REBECCA GALLO 161 WORCESTER RD FRAMINGHAM MA 01701 SENIOR PROGRAM OFFIC 35.00 94800 10376 0 KATHERINE BAKER 161 WORCESTER RD FRAMINGHAM MA 01701 POLICY ANALYST 40.00 72250 21616 0 0 PRIME BUCHHOLZ & ASSOCIATES 273 CORPORATE DRIVE PORTSMOUTH NH 03801 INVESTMENT CONSULTING 82810 STATE STREET CORPORATION 1200 CROWN COLONY DRIVE QUINCY MA 02169 INVESTMENT BANKING 59220 0 1. THE FOUNDATION PROVIDED EXTENSIVE LEADERSHIP, RESEARCH, DATA COLLECTION AND PROGRAM SUPPORT TO IMPROVE HEALTH AND HEALTH CARE SERVICES TO THE 25 COMMUNITIES IN THE METROWEST AREA OF MASSACHUSETTS. 2. THE FOUNDATION SUPPORTED A VARIETY OF TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES TO IMPROVE HEALTH, WELLNESS AND ADDRESS RACIAL AND ETHNIC INEQUALITY IN THE REGION.3. THE FOUNDATION RESPONDED TO THE COVID-19 PANDEMIC BY PROVIDING SUPPORT TO LOCAL PUBLIC HEALTH ENTITIES AND THROUGH DATA COLLECTION AND DISSEMINATION. 456138 0 45176242 914919 65473396 111564557 8405193 0 111564557 1673468 109891089 5494554 5494554 106016 106016 5388538 0 5388538 0 5388538 4698204 0 3272 4701476 0 4701476 5388538 2859022 0 0 4701476 2859022 0 273985 1568469 0 0 0 273985 0 0 0 0 3820069 273985 0 0 MARTIN COHEN PRESIDENT METROWEST HE 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 5088797625 APPLICATIONS MUST FOLLOW A STANDARD REQUEST FOR PROPOSALS THAT INCLUDES A DESCRIPTION OF THE UNMET HEALTH NEED TO BE ADDRESSED, PROGRAM GOALS AND OBJECTIVES, BUDGET, AND BUDGET NARRATIVE. THE FOUNDATION HAS TWO SUBMISSION DEADLINES PER YEAR (SPRING/FALL). AWARDS ARE LIMITED TO PROPOSALS THAT ADDRESS AN UNMET HEALTH NEED IN THE 25-TOWN AREA SERVED BY THE FOUNDATION. ELIGIBLE APPLICANTS ARE EITHER TAX- EXEMPT ORGANIZATIONS 501(C)(3) OR GOVERNMENTAL ENTITIES. SEE THE FOUNDATION'S WEB SITE AT WWW.MWHEALTH.ORG FOR FURTHER INFORMATION. MARTIN COHEN PRESIDENT METROWEST HE 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 5088797625 COMPLETED CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND FEDERAL FINANCIAL AID FORM. APPLICATIONS SHOULD BE SUBMITTED TO THE FOUNDATION OFFICE. SCHOLARSHIPS ARE AVAILABLE FOR CERTAIN NURSING, MEDICAL AND CLINICAL PROGRAMS, AND ARE BASED ON FINANCIAL NEED, ACADEMIC PERFORMANCE, AND DEMONSTRATED MOTIVATION AND CHARACTER TO OBTAIN A FORMAL EDUCATION IN A NURSING, MEDICAL OR CLINICAL PROFESSION. SCHOLARSHIPS ARE LIMITED TO RESIDENTS OR EMPLOYEES OF TOWNS IN THE FOUNDATION'S SERVICE AREA. APPLICANTS MUST COMPLETE A CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND SUBMIT ALL REQUIRED ATTACHMENTS TO THE FOUNDATION OFFICE. STUDENTS MUST ALSO COMPLETE A FEDERAL FINANCIAL AID FORM. APPLICATIONS ARE REVIEWED BY THE FOUNDATION'S SCHOLARSHIP COMMITTEE AS THEY ARE RECEIVED AND MAY BE SUBMITTED BETWEEN APRIL 15TH AND MAY 31ST AND OCTOBER 15TH AND NOVEMBER 30TH. SCHOLARSHIPS ARE AWARDED FOR TUITION FEES ONLY UP TO A MAXIMUM OF $2,000. FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 GOV MEDICAL/CLINICAL SCHOLARSHIP 2000 UNIVERSITY OF CONNECTICUT SCHOOL OF DENTAL MEDICINE 263 FARMINGTON AVENUE FARMINGTON CT 06032 GOV MEDICAL/CLINICAL SCHOLARSHIP 2000 BOSTON UNIVERSITY 881 COMMONWEALTH AVE BOSTON MA 00215 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 SALEM STATE UNIVERSITY 352 LAFAYETTE STREET SALEM MA 01970 GOV MEDICAL/CLINICAL SCHOLARSHIP 2000 LESLEY UNIVERSITY 29 EVERETT STREET CAMBRIDGE MA 02138 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 GEORGETOWN UNIVERSITY 3700 O STREET NW WASHINGTON DC 20057 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 REGIS UNIVERSITY 235 WELLESLEY STREET WESTON MA 02493 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 UNIVERSITY OF SOUTHERN MAINE 37 COLLEGE AVE GORHAM ME 04038 GOV NURSING SCHOLARSHIP 2000 BECKER COLLEGE 61 SEVER STREET WORCESTER MA 01609 PC NURSING SCHOLARSHIP 2000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY MA 02481 GOV NURSING SCHOLARSHIP 2000 SACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFIELD CT 06432 PC NURSING SCHOLARSHIP 1000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 GOV NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 1000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 2000 UNIVERSITY OF MASSACHUSETTS - MEDICAL SCHOOL 55 N LAKE AVENUE WORCESTER MA 01655 GOV NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 1000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 2000 SIMMONS COLLEGE 300 THE FENWAY BOSTON MA 02115 PC NURSING SCHOLARSHIP 2000 UNIVERSITY OF MASSACHUSETTS 100 MORRISSEY BLVD BOSTON MA 02125 GOV NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 1000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 1000 MASS COLLEGE OF PHARMACY & HEALTH SCIENCES 19 FOSTER STREET WORCESTER MA 01608 PC NURSING SCHOLARSHIP 2000 UNIVERSITY OF MASSACHUSETTS 100 MORRISSEY BLVD BOSTON MA 02125 GOV NURSING SCHOLARSHIP 2000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 GOV NURSING SCHOLARSHIP 2000 REGIS UNIVERSITY 235 WELLESLEY STREET WESTON MA 02493 PC NURSING SCHOLARSHIP 2000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY MA 02481 GOV NURSING SCHOLARSHIP 2000 UNIVERSITY OF MASSACHUSETTS 100 MORRISSEY BLVD BOSTON MA 02125 GOV NURSING SCHOLARSHIP 2000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 PC NURSING SCHOLARSHIP 2000 SIMMONS COLLEGE 300 THE FENWAY BOSTON MA 02115 PC NURSING SCHOLARSHIP 2000 SACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFIELD CT 06432 PC NURSING SCHOLARSHIP 2000 SIMMONS COLLEGE 300 THE FENWAY BOSTON MA 02115 PC NURSING SCHOLARSHIP 2000 UNIVERSITY OF RHODE ISLAND 35 CAMPUS AVENUE KINGSTON RI 02881 GOV NURSING SCHOLARSHIP 2000 ADVANCED MATH AND SCIENCE ACADEMY CHARTER SCHOOL 201 FOREST STREET MARLBOROUGH MA 01752 PC SUPPORTING HIGH NEEDS STUDENTS' TRANSITION BACK TO SCHOOL 15000 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC USING A MEDICAL SCRIBE TO INCREASE ACCESS 15000 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC COVID CONVERSATIONS 29962 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC HELPING ISOLATED ELDERS IN MENTAL HEALTH CRISIS 11900 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75000 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC BEHAVIORAL HEALTH PARTNERS OF METROWEST - METROWEST HEALTH & SOCIAL SERVICE HUB 96559 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC HEALTH AND SOCIAL SERVICE HUB 399996 ASHLAND COUNCIL ON AGING 162 WEST UNION STREET ASHLAND MA 01721 GOV ASHLAND A.I.D.E. FOR OLDER ADULTS 24000 BETH ISRAEL LAHEY HEALTH AT HOME 41 MALL ROAD BURLINGTON MA 01805 PC CORAZON A CORAZON (HEART TO HEART) 14996 BETHANY HILL PLACE 89 BETHANY ROAD FRAMINGHAM MA 01702 PC MENTAL HEALTH CLINICIAN AT BETHANY HILL PLACE 10000 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVE BOSTON MA 02115 PC YOUTH VAPING CESSATION INITIATIVE 37359 BOYS & GIRLS CLUB OF METROWEST 169 PLEASANT STREET MARLBOROUGH MA 01752 PC BACK-TO-CLUB 2020 30000 COUNCIL ON FOUNDATIONS 2121 CRYSTAL DRIVE SUITE 700 ARLINGTON VA 22202 PC MEMBERSHIP DUES 2021 9000 DANIEL'S TABLE 10 PEARL STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS 50000 DE NOVO CENTER FOR JUSTICE & HEALING 47 THORNDIKE STREET SB-LL-1 CAMBRIDGE MA 02141 PC FORENSIC PSYCHOLOGICAL EVALUATIONS FOR ASYLUM SEEKERS 22994 EDUCATION DEVELOPMENT CENTER INC 43 FOUNDRY AVENUE WALTHAM MA 024538313 PC 2020 METROWEST ADOLESCENT HEALTH SURVEY 191079 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC SCHOOL-BASED BEHAVIORAL HEALTH 10000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC CAREER PROGRESSION PLAN 13428 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC BASIC HEALTH NEEDS - ORAL HEALTH 50000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 175000 FAMILY PROMISE METROWEST 6 MULLIGAN STREET NATICK MA 01760 PC COVID EMERGENCY FUNDING 35000 FRAMINGHAM HEALTH DEPARTMENT 150 CONCORD STREET SUITE 221 FRAMINGHAM MA 01702 GOV FRAMINGHAM COVID-19 VACCINE INITIATIVE 30000 FRAMINGHAM COUNCIL ON AGING 535 UNION AVENUE FRAMINGHAM MA 01702 GOV INTERCONNECTING OLDER ADULTS IN FRAMINGHAM 25000 FRAMINGHAM PUBLIC SCHOOLS 31 FLAGG DRIVE FRAMINGHAM MA 01702 GOV INCREASING ACCESS TO COUNSELING FOR ADULT ESL STUDENTS 9984 FRAMINGHAM PUBLIC SCHOOLS 31 FLAGG DRIVE FRAMINGHAM MA 01702 GOV IMPROVING ACCESS TO HEALTH CARE 15000 FRAMINGHAM PUBLIC SCHOOLS 31 FLAGG DRIVE FRAMINGHAM MA 01702 GOV COVID 19 EMERGENCY GRANT 8500 FRAMINGHAM PUBLIC SCHOOLS 31 FLAGG DRIVE FRAMINGHAM MA 01702 GOV COVID-19 EMERGENCY GRANT 8500 FRAMINGHAM PUBLIC SCHOOLS 31 FLAGG DRIVE FRAMINGHAM MA 01702 GOV INCREASING MENTAL/BEHAVIORAL HEALTH SUPPORTS TO STUDENTS IN RESPONSE TO COVID-19 50000 FRANKLIN COUNCIL ON AGING 10 DANIEL MCCAHILL STREET FRANKLIN MA 02038 GOV ALEXA CLUB 4599 GENESIS COUNSELING SERVICES INC 24 UNION AVE SUITE 11 FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP - RENEE GUAMOND 7500 GENESIS COUNSELING SERVICES INC 24 UNION AVE SUITE 11 FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP - QUEILA RAMOS 7500 GENESIS COUNSELING SERVICES INC 24 UNION AVE SUITE 11 FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP - IVA PENEZIC 7500 GRANT MAKERS IN HEALTH 1100 CONNECTICUT AVE NW SUITE 1200 WASHINGTON DC 20036 PC MEMBERSHIP DUES 2021 8500 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC HEALTH JUSTICE ACADEMY - METROWEST 30000 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 25000 HEALTH LAW ADVOCATES INC ONE FEDERAL STREET BOSTON MA 02110 PC CONTINUATION OF LEGAL AID EMERGENCY RESPONSE TO NEW PUBLIC CHARGE RULE AMID THE COVID-19 CRISIS. 9950 HOCKOMOCK AREA YMCA - BERNON FAMILY BRANCH 45 FORGE HILL ROAD FRANKLIN MA 02038 PC COVID-19 EMERGENCY GRANT 7500 HOLLISTON COUNCIL ON AGING 150 GOULDING ST HOLLISTON MA 01746 PC UTILIZING TECHNOLOGY TO ENGAGE SENIORS 16650 HOLLISTON COUNCIL ON AGING 150 GOULDING ST HOLLISTON MA 01746 PC ENGAGEMENT THROUGH OUTDOOR ACTIVITIES 9504 HOPEDALE PUBLIC SCHOOLS 25 ADIN STREET HOPEDALE MA 01747 GOV TRANSITION SUPPORT PROGRAM 32500 HOPKINTON HEALTH DEPARTMENT 18 MAIN STREET HOPKINTON MA 01748 GOV SMOKE FREE 2.0 - RESPONDING TO THE YOUTH VAPING CRISIS 12500 HOPKINTON HEALTH DEPARTMENT 18 MAIN STREET HOPKINTON MA 01748 GOV COVID-19 PUBLIC HEALTH CAPACITY BUILDING GRANT 19800 HORACE MANN EDUCATIONAL ASSOCIATES INC 8 FORGE PARK EAST FRANKLIN MA 02038 PC COVID-19 EMERGENCY GRANT 3483 HUDSON COUNCIL ON AGING 29 CHURCH STREET HUDSON MA 01749 GOV DAYBREAK 11830 HUDSON HEALTH DEPARTMENT 78 MAIN STREET HUDSON MA 01749 GOV SOCIAL WORK INITIATIVE 10000 HUDSON HEALTH DEPARTMENT 78 MAIN STREET HUDSON MA 01749 GOV HUDSON COVID-19 CAPACITY BUILDING GRANT 20000 HUDSON HEALTH DEPARTMENT 78 MAIN STREET HUDSON MA 01749 GOV HUDSON EMOTIONAL CPR TRAININGS 30000 HUDSON HEALTH DEPARTMENT 78 MAIN STREET HUDSON MA 01749 GOV METROWEST HEALTH INTERNSHIP - KATE KILLION 7500 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC VIRTUAL VISITORS/CARING CONNECTORS 14878 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC TO TRANSLATE TRAINING MATERIALS TO BE USED FOR AN ACTIVE BYSTANDER PROGRAM. 8750 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC COVID 19 EMERGENCY GRANT 10000 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC FRAMINGHAM IMMIGRANT HEALTH EQUITY MODEL: PLANNING PROCESS 24101 LATINO HEALTH INSURANCE PROGRAM INC 88 WAVERLY STREET SUITE 150 1ST FLOOR FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 50000 LEARNING CENTER FOR THE DEAF 848 CENTRAL STREET FRAMINGHAM MA 01701 PC RACIAL HEALTH EQUITY INITIATIVE 30000 LOVIN' SPOONFULS INC 1304 COMMONWEALTH AVE SUITE E BOSTON MA 02134 PC SECOND METROWEST ROUTE 50000 MARLBOROUGH PUBLIC SCHOOLS DISTRICT EDUCATION CENTER 17 WASHINGTON STREET MARLBOROUGH MA 017522225 GOV MHS TRANSITIONS PROGRAM 14417 MASSACHUSETTS ASSOCIATION FOR THE BLIND 200 IVY STREET BROOKLINE MA 02446 PC REDUCING SOCIAL ISOLATION FOR MW OLDER ADULTS WITH VISION LOSS DURING COVID 21347 MASSACHUSETTS BAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV NEW DAY/NUEVO DA 15000 MASSACHUSETTS BAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV ACCREDITED SIMULATION CENTER 250000 MENTAL HEALTH COLLABORATIVE INC 149 WOOD STREET HOPKINTON MA 01748 PC BUILDING MENTAL HEALTH LITERACY FOR THE BIG BROTHERS BIG SISTERS METROWEST COMMUNITY 7275 METROWEST FREE MEDICAL PROGRAM C/O CONGREGATION BETH EL 105 HUDSON RD SUDBURY MA 01776 PC HEALTH EQUITY THROUGH MEDICAL INTERPRETER & VOLUNTEER SERVICES 12500 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - SUPPORT SERVICES 75000 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC PUBLIC CHARGE EDUCATION AND REPRESENTATION 9792 METROWEST NONPROFIT NETWORK INC PO BOX 1661 FRAMINGHAM MA 01701 PC VOICES OF THE COMMUNITY 107399 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 PC DIVERSITY AND UNDOING RACISM: A COMPREHENSIVE APPROACH TO STAFF TRAINING 15000 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 PC IDENTIFYING AND ENGAGING SOCIALLY ISOLATED OLDER ADULTS 12500 NATICK COUNCIL ON AGING 117 EAST CENTRAL STREET NATICK MA 01760 GOV LET'S TALK NATICK (FORMERLY THE NATICK CONVERSATION PROJECT) 59120 NATICK HEALTH DEPARTMENT 13 EAST CENTRAL STREET NATICK MA 01760 GOV TOWN OF NATICK COVID-19 COMMUNITY PROGRAM 30000 NATICK HEALTH DEPARTMENT 13 EAST CENTRAL STREET NATICK MA 01760 GOV NATICK 180 COALITION HEALTH EQUITY PLAN DEVELOPMENT AND TRAINING SERIES 30000 NATICK PUBLIC SCHOOLS 13 E CENTRAL STREET NATICK MA 01760 GOV GAME CHANGERS 7000 NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 PC FOOD PANTRY 50000 NEEDHAM COMMUNITY COUNCIL 570 HILLSIDE AVE NEEDHAM MA 02494 PC TABLETS AND TUTORS 25000 NEEDHAM COMMUNITY COUNCIL 570 HILLSIDE AVE NEEDHAM MA 02494 PC LYFT PILOT PROGRAM 10000 NEEDHAM PUBLIC HEALTH DIVISION 178 ROSEMARY STREET NEEDHAM MA 02494 GOV VAPING PREVENTION PROGRAM 12643 NEEDHAM PUBLIC HEALTH DIVISION 178 ROSEMARY STREET NEEDHAM MA 02494 GOV NEEDHAM PUBLIC HEALTH COVID RESPONSE 20000 NEEDHAM PUBLIC SCHOOLS 1330 HIGHLAND AVENUE NEEDHAM MA 02492 GOV IMPROVING STUDENT HEALTH BY ADDRESSING RACIAL DISCRIMINATION 9000 NEW HOPE INC 247 MAPLE STREET ATTLEBORO MA 02703 PC BI-LINGUAL COUNSELOR/ADVOCATE 30000 NORTHBOROUGH COUNCIL ON AGING 119 BEARFOOT RD NORTHBOROUGH MA 01532 GOV "BUILDING SOCIAL CONNECTIONS AND RESILIENCY IN SENIORS THROUGH THE EXPRESSIVE ARTS" 9268 OUT METROWEST PO BOX 2122 FRAMINGHAM MA 01703 PC IMPROVING CONNECTION AND OUTCOMES FOR LGBTQ+ YOUTH OF COLOR IN METROWEST 12073 A PLACE TO TURN 99 HARTFORD STREET NATICK MA 01760 PC FOOD PANTRY 20000 A PLACE TO TURN 99 HARTFORD STREET NATICK MA 01760 PC FOOD PANTRY 30000 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVE BOSTON MA 02215 PC SHORT TERM ACCESSIBLE MENTAL HEALTH PROGRAM PILOT 10000 RIA HOUSE INC - READYINSPIREACT 330 COCHITUATE ROAD 1784 FRAMINGHAM MA 01701 PC IMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF CSE 10000 RIA HOUSE INC - READYINSPIREACT 330 COCHITUATE ROAD 1784 FRAMINGHAM MA 01701 PC COVID-19 EMERGENCY GRANT 2500 SHERBORN COUNCIL ON AGING PO BOX 186 SHERBORN MA 01770 GOV INCREASE CONNECTIVITY WITH OLDER ADULTS (ICOA) 16000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC SMOC PEER RECOVERY COACHING EMERGENCY RESPONSE TEAM 14527 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC FRAMINGHAM COMMUNITY AND CULTURAL CENTER MENTORING PROGRAM 25783 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - HOMELESSNESS 75000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC COVID 19 EMERGENCY GRANT 10000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC COVID 19 EMERGENCY FUND 75000 SPARK KINDNESS INC PO BOX 823 NATICK MA 01760 PC PARENTING DURING PANDEMIC: PROMOTING EMOTIONAL RESILIENCE FOR CAREGIVERS AT A TIME OF UNIQUE HOME, SCHOOL AND WORK CHALLENGES 24475 SUDBURY BOARD OF HEALTH 275 OLD LANCASTER RD SUDBURY MA 01776 PC CLOSED POINTS OF DISPENSING PLAN 20000 THRIVE SUPPORT AND ADVOCACY 65 BOSTON POST ROAD W SUITE 220 MARLBOROUGH MA 01752 PC SOCIAL AND RECREATIONAL PROGRAMMING FOR OLDER ADULTS WITH IDDS 17160 TOWN OF NATICK 13 EAST CENTRAL STREET NATICK MA 01760 GOV NATICK TRAILS FOR ALL 75000 WALKBOSTON 405 WALTHAM STREET SUITE 309 LEXINGTON MA 02421 PC YOUTH WORKING TOWARDS WALKABLE STREETS 8750 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC WAYSIDE'S EQUITY TRAINING CENTER 29770 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75000 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC COVID-19 EMERGENCY GRANT 10000 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC EDUCATING GRANT RECIPIENTS AROUND DIVERSITY, EQUITY, AND INCLUSION TO BETTER ADDRESS HEALTH EQUITY ISSUES 10974 WELLESLEY COUNCIL ON AGING 500 WASHINGTON STREET WELLESLEY MA 02482 GOV COVID 19 EMERGENCY GRANT 10000 WESTBOROUGH YOUTH & FAMILY SERVICES 34 WEST MAIN STREET WESTBOROUGH MA 01581 PC REACH OUT WESTBOROUGH 19000 3508075 ADVANCED MATH AND SCIENCE ACADEMY CHARTER SCHOOL 201 FOREST STREET MARLBOROUGH MA 01752 PC SUPPORTING HIGH NEEDS STUDENTS' TRANSITION BACK TO SCHOOL 15000 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC HELPING ISOLATED ELDERS IN MENTAL HEALTH CRISIS 11900 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 150000 BETH ISRAEL LAHEY HEALTH AT HOME ATTN GIFT ADMINISTRATION OFFICE OF PHILANTHROPY 41 MALL ROAD BURLINGTON MA 01805 PC CORAZON A CORAZON (HEART TO HEART) 14996 DANIEL'S TABLE 10 PEARL STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS 25000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC BASIC HEALTH NEEDS - ORAL HEALTH 100000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 350000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC BASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE 450000 FRAMINGHAM PUBLIC SCHOOLS 31 FLAGG DRIVE FRAMINGHAM MA 01702 GOV INCREASING MENTAL/BEHAVIORAL HEALTH SUPPORTS TO STUDENTS IN RESPONSE TO COVID-19 50000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET DWIGHT HALL FRAMINGHAM MA 01701 GOV VAPING CESSATION PROGRAM AT FRAMINGHAM STATE UNIVERSITY 8967 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 50000 HUMAN RELATIONS SERVICE INC 11 CHAPEL PLACE WELLESLEY MA 02481 PC METROWEST HEALTH INTERNSHIP - LAN HO 7500 HUMAN RELATIONS SERVICE INC 11 CHAPEL PLACE WELLESLEY MA 02481 PC METROWEST HEALTH INTERNSHIP - LENA COMPTON 7500 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC VIRTUAL VISITORS/CARING CONNECTORS 14878 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC TO TRANSLATE TRAINING MATERIALS TO BE USED FOR AN ACTIVE BYSTANDER PROGRAM. 8750 LATINO HEALTH INSURANCE PROGRAM INC 88 WAVERLY STREET SUITE 150 1ST FLOOR FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 100000 LOVIN' SPOONFULS INC 1304 COMMONWEALTH AVE SUITE E BOSTON MA 02134 PC BASIC HEALTH NEEDS - SUPPORT SERVICES 150000 LOVIN' SPOONFULS INC 1304 COMMONWEALTH AVE SUITE E BOSTON MA 02134 PC SECOND METROWEST ROUTE 100000 MASSACHUSETTS BAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV NEW DAY/NUEVO DA 15000 MASSACHUSETTS BAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV ACCREDITED SIMULATION CENTER 250000 MENTAL HEALTH COLLABORATIVE INC 149 WOOD STREET HOPKINTON MA 01748 PC BUILDING MENTAL HEALTH LITERACY FOR THE BIG BROTHERS BIG SISTERS METROWEST COMMUNITY 7275 METRO COMMUNITY DEVELOPMENT CORPORATION 40 MECHANIC ST SUITE 300 MARLBOROUGH MA 01752 PC METROWEST HEALTH INTERNSHIP - LAUREN METZLER 7500 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - SUPPORT SERVICES 150000 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC PUBLIC CHARGE EDUCATION AND REPRESENTATION 9792 METROWEST NONPROFIT NETWORK INC PO BOX 1661 FRAMINGHAM MA 01701 PC VOICES OF THE COMMUNITY 107399 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 PC DIVERSITY AND UNDOING RACISM: A COMPREHENSIVE APPROACH TO STAFF TRAINING 15000 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 PC IDENTIFYING AND ENGAGING SOCIALLY ISOLATED OLDER ADULTS 12500 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 PC METROWEST HEALTH INTERNSHIP - NATHALIE NGU 7500 OUT METROWEST PO BOX 2122 FRAMINGHAM MA 01703 PC IMPROVING CONNECTION AND OUTCOMES FOR LGBTQ+ YOUTH OF COLOR IN METROWEST 12073 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVE BOSTON MA 02215 PC SHORT TERM ACCESSIBLE MENTAL HEALTH PROGRAM PILOT 10000 RIVERSIDE COMMUNITY CARE 270 BRIDGE STREET SUITE 301 DEDHAM MA 02026 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 150000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 150000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - HOMELESSNESS 150000 SUDBURY BOARD OF HEALTH 275 OLD LANCASTER RD SUDBURY MA 01776 GOV METROWEST HEALTH INTERNSHIP - JAMIE HARSIP 7500 SUDBURY BOARD OF HEALTH 275 OLD LANCASTER RD SUDBURY MA 01776 GOV METROWEST HEALTH INTERNSHIP - ABBY STOLLER 7500 SUDBURY BOARD OF HEALTH 275 OLD LANCASTER RD SUDBURY MA 01776 GOV METROWEST HEALTH INTERNSHIP - ANNE WILLIAMS 7500 SUDBURY BOARD OF HEALTH 275 OLD LANCASTER RD SUDBURY MA 01776 GOV METROWEST HEALTH INTERNSHIP - REBECCA WHITLEY 7500 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 150000 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC EDUCATING GRANT RECIPIENTS AROUND DIVERSITY, EQUITY, AND INCLUSION TO BETTER ADDRESS HEALTH EQUITY ISSUES 10974 2859504 14 2484780 18 6196308 0 8681088 0 8681088 0 0 0 0 0 0 0 0 0 0 X X 1 BOSTON FOUNDATIONPFAFF FUND 75 ARLINGTON STREET BOSTON MA 02116 31123 X 2 BNY MELLON BANKCHICKERING FUND 201 WASHINGTON STREET BOSTON MA 02108 245076 X 3 US TRUSTCLARK FOUNDATION 100 WESTMINSTER STREET PROVIDENCE RI 02903 14202 X 4 US TRUSTSARAH E WHITE TRUST 100 WESTMINSTER STREET PROVIDENCE RI 02903 14707 X ACCOUNTING 37800 0 0 37800 FIXED ASSETS 145712 139492 SL 0.000000000000 0 0 0 METROWEST RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS AND DISTRIBUTED AN AMOUNT EQUAL IN VALUE TO THE CONTRIBUTIONS RECEIVED. AS SUCH METROWEST IS ELECTING TO DISTRIBUTE THE QUALIFYING DISTRIBUTIONS OUT OF CORPUS PURSUANT TO REGULATION 53.4942(A)-3(D)(2).THE TRUST DISTRIBUTIONS INCLUDE THE FOLLOWING:1. CHICKERING TRUST C/O MELLON BANK- $245,0762. CLARK TRUST C/O BANK OF AMERICA- $14,2023. SARAH WHITE TRUST C/O BANK OF AMERICA- $14,707 GLOBAL EQUITIES - EQUITIES 26059934 26059934 US EQUITIES - EQUITIES 30976575 30976575 4469634 4469634 0 0 CREDIT OBLIGATION - FIXED INCOME FMV 9280672 9280672 BOND FUNDS - FIXED INCOME FMV 3667631 3667631 HEDGE FUNDS - ALTERNATIVE INVESTMENTS FMV 26451329 26451329 REAL ESTATE FUND - ALTERNATIVE INVESTMENTS FMV 10736049 10736049 FIXED ASSETS 145712 139492 6220 LEGAL 552 0 0 552 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 7390013 8405193 8405193 CHANGE IN DEFERRED EXCISE TAXES 183024 WEB & COMPUTER SUPPORT 67276 0 0 67276 INSURANCE 9375 0 0 9375 EQUIPMENT RENTAL 7337 0 0 7337 OFFICE SUPPLIES AND SUPPORT 32588 0 0 32588 INVESTMENT FEES 871518 871518 0 0 UNREALIZED GAIN ON INVESTMENTS 13167213 GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1015180 DEFERRED EXCISE TAXES 373417 563450 FUNDS HELD FOR OTHERS 1989330 1748932 PROFESSIONAL FEES 175789 82810 0 92979 THE VALUE OF THE ASSET BEFORE THE REDUCTION CLAIMED ABOVE AS OF SEPTEMBER 30, 2021 WAS $ 8,405,193. THE DISCOUNT CLAIMED IS 100% OF THE ASSET VALUE DUE TO CERTAIN RESTRICTIONS ON THE ASSET AS NOTED. THE FOUNDATION RECORDS ITS DESIGNATED INTEREST IN OUTSIDE PERPETUAL TRUSTS WHERE THE TRUSTEES DO NOT HAVE VARIANCE POWER. THE FOUNDATION COMPUTES ITS INTEREST BY MULTIPLYING ITS DESIGNATED INTEREST PERCENTAGE BY THE VALUE OF THE INVESTMENTS OF THE TRUST. THE TRUSTEES OF THE VARIOUS PERPETUAL TRUSTS RETAIN ALL DISCRETION OVER THE INVESTMENT AND DISTRIBUTION OF TRUST ASSETS. THE FOUNDATION CLAIMS A BLOCKAGE ASSOCIATED WITH THE FULL VALUE OF ITS INTEREST IN PERPETUAL TRUSTS. ASSETS DISTRIBUTED FROM THE TRUSTS ARE USED TO SATISFY PRIVATE FOUNDATION DISTRIBUTION REQUIREMENTS FOR EACH TRUST. AS SUCH, THE DISTRIBUTIONS MADE BY THE FOUNDATION FROM TRUST INCOME ARE ADJUSTED FROM THE FOUNDATION'S QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION FROM CORPUS PURSUANT TO 53.4942(A)-3(D)(2). EXCISE TAX EXPENSE 107395 0 0 0