FOUNDATION FOR METROWEST INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR METROWEST INC (EIN 04-3266789)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-15
IRS object ID
202231669349301608
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-15T13:50:38-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042917204PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANSTISS & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 OMNI WAY SUITE 201AddressLine1Txt
CityCHELMSFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018244141ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043266789EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR METROWEST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone5086472260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ELIOT STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL MCAULIFFEPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5086472260PhoneNum
Signature2022-06-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastMCAULIFFEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE A ANDREWSPreparerPersonNm
PTINP00514653PTIN
Phone9784522500PhoneNum
Preparation2022-06-15PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL MCAULIFFEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ELIOT STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,770,413GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FOUNDATIONFORMETROWEST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILANTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,865,084PYContributionsGrantsAmt
CY Contributions Grants$5,707,315CYContributionsGrantsAmt
PY Program Service Revenue$9,409PYProgramServiceRevenueAmt
CY Program Service Revenue$10,062CYProgramServiceRevenueAmt
PY Investment Income$835,935PYInvestmentIncomeAmt
CY Investment Income$3,571,542CYInvestmentIncomeAmt
CY Other Revenue-$25,081CYOtherRevenueAmt
PY Total Revenue$6,710,428PYTotalRevenueAmt
CY Total Revenue$9,263,838CYTotalRevenueAmt
PY Grants And Similar Paid$4,727,625PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,760,053CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,027,441PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$995,483CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$564,723CYTotalFundraisingExpenseAmt
PY Other Expenses$495,467PYOtherExpensesAmt
CY Other Expenses$650,015CYOtherExpensesAmt
PY Total Expenses$6,250,533PYTotalExpensesAmt
CY Total Expenses$5,405,551CYTotalExpensesAmt
PY Revenues Less Expenses$459,895PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,858,287CYRevenuesLessExpensesAmt
Total Assets BOY$27,665,015TotalAssetsBOYAmt
Total Assets EOY$31,216,524TotalAssetsEOYAmt
Total Liabilities BOY$1,054,755TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,198,522TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,610,260NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,018,002NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILANTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,359,661ExpenseAmt
Grant$3,760,053GrantAmt
Revenue$10,062RevenueAmt
DescTO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING.Desc
Total Program Service Expenses$4,359,661TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086472260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ELIOT STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtKey EmployeeKeyEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JUDITH SALERNO
FORMER EXEC40.00Yes (X)$155,270$0$15,043
JAY KIM
EXECUTIVE DI40.00$160,540$0$6,380Yes (X)
CHARLES CARTER
TRUSTEE5.00$0$0$0Yes (X)
JACKIE CHRISTIANO
TRUSTEE5.00$0$0$0Yes (X)
LOUIS CROSIER
TRUSTEE5.00$0$0$0Yes (X)
TOM CROTTY
TRUSTEE5.00$0$0$0Yes (X)
JOHN DESISTO
TRUSTEE5.00$0$0$0Yes (X)
SUSAN ELLIOT
TREASURER5.00$0$0$0Yes (X)Yes (X)
ANDREW GALLINARO
TRUSTEE5.00$0$0$0Yes (X)
KATHERINE GARRAHAN
TRUSTEE5.00$0$0$0Yes (X)
CHRISTOPHER GULLOTTI
TRUSTEE5.00$0$0$0Yes (X)
ROLAND HOCH
VICE CHAIR5.00$0$0$0Yes (X)Yes (X)
GARRY HOLMES
TRUSTEE5.00$0$0$0Yes (X)
SUSAN KAVOOGIAN
TRUSTEE5.00$0$0$0Yes (X)
MARGARET KLEY
TRUSTEE5.00$0$0$0Yes (X)
MICHAEL MCAULIFFE
CHAIRMAN5.00$0$0$0Yes (X)Yes (X)
CHRISTINE MILLER
SECRETARY5.00$0$0$0Yes (X)Yes (X)
MARGARET RAMSEY
TRUSTEE5.00$0$0$0Yes (X)
KYLE SCHAFFER
TRUSTEE5.00$0$0$0Yes (X)
STEVEN SCHEINKOPF
TRUSTEE5.00$0$0$0Yes (X)
DAVID SWARTZ
TRUSTEE5.00$0$0$0Yes (X)
KENNTH VONA
TRUSTEE5.00$0$0$0Yes (X)
LILY YUN
TRUSTEE5.00$0$0$0Yes (X)Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$315,810TotalReportableCompFromOrgAmt
Total Other Compensation$21,423TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUSTBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13282 NORTHSIDE PKWY NW SUITE 100AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT MGR.ServicesDesc
Compensation$101,657CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$348,675FundraisingAmt
Government Grants$1,095,325GovernmentGrantsAmt
All Other Contributions$4,263,315AllOtherContributionsAmt
Noncash Contributions$1,103,350NoncashContributionsAmt
Total Contributions$5,707,315TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEE REVENUEDesc
Total Revenue Column$10,062TotalRevenueColumnAmt
Related Or Exempt Func Income$10,062RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$10,062TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$477,885TotalRevenueColumnAmt
Exclusion$477,885ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,750RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,750RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,750TotalRevenueColumnAmt
Exclusion$3,750ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,570,644SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,476,987SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,093,657SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,093,657TotalRevenueColumnAmt
Exclusion$3,093,657ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$757FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$348,675ContriRptFundraisingEventAmt
Fundraising Direct Expenses$29,588FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$28,831TotalRevenueColumnAmt
Exclusion-$28,831ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,263,838TotalRevenueColumnAmt
Related Or Exempt Func Income$10,062RelatedOrExemptFuncIncomeAmt
Exclusion$3,546,461ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,723,053TotalAmt
Program Services$3,723,053ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$37,000TotalAmt
Program Services$37,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$337,233TotalAmt
Program Services$83,460ProgramServicesAmt
Management And General$50,076ManagementAndGeneralAmt
Fundraising$203,697FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$537,759TotalAmt
Program Services$276,677ProgramServicesAmt
Management And General$131,114ManagementAndGeneralAmt
Fundraising$129,968FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,640TotalAmt
Program Services$5,737ProgramServicesAmt
Management And General$3,789ManagementAndGeneralAmt
Fundraising$3,114FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$28,957TotalAmt
Program Services$16,554ProgramServicesAmt
Management And General$8,198ManagementAndGeneralAmt
Fundraising$4,205FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$78,894TotalAmt
Program Services$33,135ProgramServicesAmt
Management And General$16,568ManagementAndGeneralAmt
Fundraising$29,191FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$315TotalAmt
Management And General$315ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,686TotalAmt
Management And General$25,686ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$117,759TotalAmt
Program Services$117,759ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$66,450TotalAmt
Management And General$9,032ManagementAndGeneralAmt
Fundraising$57,418FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$56,827TotalAmt
Program Services$7,890ProgramServicesAmt
Management And General$41,986ManagementAndGeneralAmt
Fundraising$6,951FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$63,592TotalAmt
Management And General$48,552ManagementAndGeneralAmt
Fundraising$15,040FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$60,000TotalAmt
Program Services$25,200ProgramServicesAmt
Management And General$12,600ManagementAndGeneralAmt
Fundraising$22,200FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,738TotalAmt
Management And General$7,738ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
BAD DEBT$110,000$110,000
DEVELOPMENT EXPENSES$103,049$10,110$92,939
PROGRAM SUPPORT$33,196$33,196
REPAIRS AND MAINTENANCE$5,403$5,403

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,405,551TotalAmt
Program Services$4,359,661ProgramServicesAmt
Management And General$481,167ManagementAndGeneralAmt
Fundraising$564,723FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$624,344BOYAmt
EOY$624,691EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$852,631BOYAmt
EOY$188,631EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,783,999BOYAmt
EOY$918,683EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,756BOYAmt
EOY$26,353EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$134,523LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$129,066LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,195BOYAmt
EOY$5,457EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$24,291,448BOYAmt
EOY$29,427,885EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$82,642BOYAmt
EOY$24,824EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,665,015BOYAmt
EOY$31,216,524EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,562BOYAmt
EOY$11,486EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$40,000BOYAmt
EOY$130,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$4,829BOYAmt
EOY$1,967EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$998,364BOYAmt
EOY$1,055,069EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,054,755BOYAmt
EOY$1,198,522EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,449,426BOYAmt
EOY$24,282,298EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,160,834BOYAmt
EOY$5,735,704EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,610,260BOYAmt
EOY$30,018,002EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,665,015BOYAmt
EOY$31,216,524EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,858,287ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$445,584NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$4,961OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,899,074CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,845,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,959,733CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,710,084CurrentTaxYearMinus1YearAmt
Current Tax Year$5,707,315CurrentTaxYearAmt
Total$21,121,335TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,899,074CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,845,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,959,733CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,710,084CurrentTaxYearMinus1YearAmt
Current Tax Year$5,707,315CurrentTaxYearAmt
Total$21,121,335TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,950,652SubstantialContributorsTotAmt
Public Support Total170$14,170,683PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$376,015CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$444,709CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$528,819CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$381,285CurrentTaxYearMinus1YearAmt
Current Tax Year$481,635CurrentTaxYearAmt
Total$2,212,463TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$757CurrentTaxYearAmt
Total$757TotalAmt
FieldValueIRS element (for citing)
Total Support$23,334,555TotalSupportAmt
Gross Receipts Rltd Activities$38,902GrossReceiptsRltdActivitiesAmt
Public Support CY1700.60730PublicSupportCY170Pct
Public Support PY1700.65860PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held54DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,653,411DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$889,248DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,590,388DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,018,670BeginningYearBalanceAmt
Contributions$414,096ContributionsAmt
Investment Earnings Or Losses$2,156,046InvestmentEarningsOrLossesAmt
Grants Or Scholarships$868,466GrantsOrScholarshipsAmt
Other Expenditures-$51,005OtherExpendituresAmt
End Year Balance$19,771,351EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,228,010BeginningYearBalanceAmt
Contributions$148,551ContributionsAmt
Investment Earnings Or Losses$1,303,919InvestmentEarningsOrLossesAmt
Grants Or Scholarships$673,772GrantsOrScholarshipsAmt
Other Expenditures-$11,962OtherExpendituresAmt
End Year Balance$18,018,670EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,044,430BeginningYearBalanceAmt
Contributions$1,343,223ContributionsAmt
Investment Earnings Or Losses$2,470,099InvestmentEarningsOrLossesAmt
Grants Or Scholarships$629,609GrantsOrScholarshipsAmt
Other Expenditures$133OtherExpendituresAmt
End Year Balance$17,228,010EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,891,057BeginningYearBalanceAmt
Contributions$2,088,744ContributionsAmt
Investment Earnings Or Losses-$878,151InvestmentEarningsOrLossesAmt
Grants Or Scholarships$917,393GrantsOrScholarshipsAmt
Other Expenditures$139,827OtherExpendituresAmt
End Year Balance$14,044,430EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,148,674BeginningYearBalanceAmt
Contributions$1,978,534ContributionsAmt
Investment Earnings Or Losses$1,633,029InvestmentEarningsOrLossesAmt
Grants Or Scholarships$498,309GrantsOrScholarshipsAmt
Other Expenditures$370,871OtherExpendituresAmt
End Year Balance$13,891,057EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.77020BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.12910PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10070TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$134,523OtherCostOrOtherBasisAmt
Depreciation$129,066DepreciationAmt
Book Value$5,457BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,457TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY ENDOWMENTS$1,030,245
OPERATING LEASE LIABILITY$24,824
FieldValueIRS element (for citing)
Total Liability$1,055,069TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,715,613TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$445,584NetUnrealizedGainsInvstAmt
Other Revenue$29,588OtherRevenueAmt
Revenue Not Reported-$415,996RevenueNotReportedAmt
Revenue Subtotal$9,131,609RevenueSubtotalAmt
Investment Expenses Not Incld$117,759InvestmentExpensesNotIncldAmt
Other Revenues Not Included$14,470OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$132,229RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,263,838TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,307,871TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$29,588OtherExpensesIncludedAmt
Expenses Not Reported$29,588ExpensesNotReportedAmt
Expenses Subtotal$5,278,283ExpensesSubtotalAmt
Investment Expenses Not Incld2$117,759InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$9,509OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$127,268ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,405,551TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4THE 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 XTHE ORGANIZATION INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX-EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNATIONAL 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 ORGANIZATION IS REQUIRED BY FASB ASC 740-10, INCOME TAXES, TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE BEEN AN EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENT AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILLING. MANAGEMENT BELIEVE IT IS NO LONGER SUBJECT TO REVIEW BY TAXING AUTHORITIES OR PERIODS PRIOR TO 2019. SUBSTANTIALLY ALL OF THE ORGANIZATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE. THEREFORE, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.
SCHEDULE D, PAGE 4, PART XI, LINE 2DFUNDRAISING EXPENSES 29,588
SCHEDULE D, PAGE 4, PART XI, LINE 4BGIFTS TO AGENCY ENDOWMENT FUNDS 14,470
SCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISING EXPENSES 29,588
SCHEDULE D, PAGE 4, PART XII, LINE 4BGRANTS FROM AGENCY ENDOWMENT FUNDS 9,509

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1COMMUNITY LEADEEvent1Nm
Gross Receipts Event1$233,100GrossReceiptsEvent1Amt
Charitable Contri Event1$233,100CharitableContriEvent1Amt
Rent Facility Costs Event1$650RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$3,306OtherDirectExpensesEvent1Amt
Event2VIRTUAL SPRINGEvent2Nm
Gross Receipts Event2$116,332GrossReceiptsEvent2Amt
Charitable Contri Event2$115,575CharitableContriEvent2Amt
Gross Revenue Event2$757GrossRevenueEvent2Amt
Rent Facility Costs Event2$5,300RentFacilityCostsEvent2Amt
Entertainment Event2$757EntertainmentEvent2Amt
Other Direct Expenses Event2$19,575OtherDirectExpensesEvent2Amt
Gross Receipts Total$349,432GrossReceiptsTotalAmt
Charitable Contributions Tot$348,675CharitableContributionsTotAmt
Gross Revenue Total Events$757GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$5,950RentFcltyCostsTotalEventsAmt
Entertainment Total Events$757EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$22,881OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$29,588DirectExpenseSummaryEventsAmt
Net Income Summary-$28,831NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (116 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760042790777501C3$60,150GENERAL SUPPORT
ACTON-BOXBOROUGH UNITED WAY INC
PO BOX 2258ACTONMA01720042740795501C3$15,000GENERAL SUPPORT
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01702237451423501C3$43,000GENERAL SUPPORT
AFRICAN CULTURAL SERVICES INC
46 ELSON ROADWALTHAMMA02451273145250501C3$15,000GENERAL SUPPORT
AMAZING THINGS ART CENTER
160 HOLLIS STREETFRAMINGHAMMA01702201332310501C3$20,000GENERAL SUPPORT
ASHLAND HEALTHY HARVEST
2 CANDLELIGHT WAYASHLANDMA01721454631195501C3$10,000GENERAL SUPPORT
ASPERGER AUTISM NETWORK INC
51 WATER STREETWATERTOWNMA02472043376227501C3$25,000GENERAL SUPPORTSUITE 206
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457042103544501C3$10,000GENERAL SUPPORT
BETHANY HILL PLACE
89 BETHANY ROADFRAMINGHAMMA01702042493492501C3$45,000GENERAL SUPPORT
BEYOND THE BOUNDARIES
90 MCCARTHY ROADNEWTONMA02459821455432501C3$30,000GENERAL SUPPORT
BINA FARM CENTER
55 ALLEN STREETLEXINGTONMA02421800445857501C3$7,000GENERAL SUPPORT
BOYS AND GIRLS CLUBS OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752042387225501C3$60,000GENERAL SUPPORT
BRACE
560 WAVERLY STREETFRAMINGHAMMA01702454857122501C3$72,928GENERAL SUPPORT
CATHOLIC CHARITIES OF WORCESTER COU
10 HAMMOND STREETWORCESTERMA01610042103979501C3$60,000GENERAL SUPPORT
CENTER FOR WOMEN & ENTERPRISE
69 MILK ST SUITE 217WESTBOROUGHMA01581043256236501C3$20,000GENERAL SUPPORT
CENTRE STREET FOOD PANTRY
11 HOMER STREETNEWTONMA02459273154521501C3$10,000GENERAL SUPPORT
CHARLES RIVER WATERSHED ASSOCIATION
190 PARK ROADWESTONMA02493046136989501C3$11,000GENERAL SUPPORT
CIRCLE OF HOPE
65 ROSEMARY STREETNEEDHAMMA02492263478964501C3$10,000GENERAL SUPPORTPO BOX 920724
CULTURAL ALLIANCE OF MEDFIELD
3 ALDER RDMEDFIELDMA02052473735323501C3$14,500GENERAL SUPPORT
DANIEL'S TABLE INC
10 PEARL STFRAMINGHAMMA01702473166043501C3$6,000GENERAL SUPPORT
DECORDOVA SCULPTURE PARK AND MUSE
51 SANDY POND ROADLINCOLNMA01773042067315501C3$15,000GENERAL SUPPORT
DIGNITY MATTERS
PO BOX 72WAYLANDMA01778814572839501C3$27,000GENERAL SUPPORT
DOC WAYNE YOUTH SERVICESINC
418 COMMONWEALTH AVENUEBOSTONMA02215274216064501C3$20,000GENERAL SUPPORT
DOMESTIC VIOLENCE SERVICES NETWORK
PO BOX 536CONCORDMA01742043519394501C3$36,000GENERAL SUPPORT
EDINBURG CENTER
1040 WALTHAM STREETLEXINGTONMA02421042611055501C3$25,000GENERAL SUPPORT
EDWARD M KENNEDY COMMUNITY HEALTH
650 LINCOLN STWORCESTERMA01605042513817501C3$20,100GENERAL SUPPORT
EMERSON HEALTH CARE FOUNDATION
133 OLD ROAD TO NINE ACRE CORNERCONCORDMA01742042770980501C3$26,000GENERAL SUPPORT
EMPLOYMENT OPTIONS INC
82 BRIGHAM STREETMARLBOROUGHMA01752237089596501C3$28,000GENERAL SUPPORT
FAMILY PROMISE METROWEST
6 MULLIGAN STNATICKMA01760205963640501C3$35,000GENERAL SUPPORT
FAMILYACCESS OF NEWTON
492 WALTHAM STREETWEST NEWTONMA02465042232418501C3$25,000GENERAL SUPPORT
FOOD LINK INC
17 BRATTLE STREETARLINGTONMA02476471840355501C3$7,000GENERAL SUPPORTSUITE 17
FRAMINGHAM ADULT ESL PROGRAM FUND
31 FLAGG DRIVEFRAMINGHAMMA01702043266789GOV$24,000GENERAL SUPPORTPO BOX 4860
FRAMINGHAM HISTORY CENTER
PO BOX 2032FRAMINGHAMMA01703046121840501C3$15,000GENERAL SUPPORT
FRIENDS OF MINUTE MAN NATIONAL PARK
174 LIBERTY STREETCONCORDMA01742223090536501C3$7,000GENERAL SUPPORT
FRIENDS OF THE SOUTHBOROUGH COUNCIL
SOUTHBOROUGH SENIOR CENTERSOUTHBOROUGHMA01772043399851501C3$11,600GENERAL SUPPORT9 CORDAVILLE ROAD
FRIENDS OF THE WALTHAM FAMILY SCHOO
510 MOODY STREETWALTHAMMA02453462772840501C3$17,000GENERAL SUPPORT
FRIENDS OF WELLESLEY COUNCIL ON AGI
500 WASHINGTON STWELLESLEY HILLSMA02481462371545501C3$9,699GENERAL SUPPORT
FROM THE TOP
PO BOX 845429BOSTONMA02284043583756501C3$12,500GENERAL SUPPORT
GAINING GROUND INC
PO BOX 374CONCORDMA01742043083976501C3$15,000GENERAL SUPPORT341 VIRGINIA ROAD
GIFTS OF HOPE UNLIMITED
PO BOX 338SUDBURYMA01776813625517501C3$5,800GENERAL SUPPORT
HEALTH & SOCIAL SERVICES CONSORTIUM
ONE MERCHANT STREETSHARONMA02067042936321501C3$10,130GENERAL SUPPORT
HEALTHY WALTHAM
510 MOODY STREETWALTHAMMA02453043399437501C3$61,000GENERAL SUPPORT
HOCKOMOCK YMCA
300 ELMWOOD STREETNORTH ATTLEBOROMA02760042131749501C3$50,000GENERAL SUPPORT
HOPE AND COMFORT INC
659 HIGHLAND AVENEEDHAM HEIGHTSMA02494451329518501C3$55,000GENERAL SUPPORT
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVENUEROXBURYMA02119222915188501C3$5,150GENERAL SUPPORT
HUDSON CULTURAL ALLIANCE
12 OLD NORTH RDHUDSONMA01749842911060501C3$10,000GENERAL SUPPORT
IMMACULATA HIGH SCHOOL
240 MOUNTAIN AVENUESOMERVILLENJ08876221508558501C3$10,000GENERAL SUPPORT
INDIAN HILL MUSIC INC
PO BOX 1484LITTLETONMA01460042867945501C3$10,000GENERAL SUPPORT
JEFF'S PLACE
34 DELOSS STREET 2ND FLOORFRAMINGHAMMA01702450920240501C3$33,548GENERAL SUPPORT
JEWISH FAMILY AND CHILDREN'S SERVIC
1430 MAIN STREETWALTHAMMA02451042104356501C3$25,000GENERAL SUPPORT
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREETFRAMINGHAMMA01702042730898501C3$223,000GENERAL SUPPORTSUITE 101
LATINO HEALTH INSURANCE PROGRAM
88 WAVERLY STREET 1ST FLOORFRAMINGHAMMA01702300614874501C3$75,000GENERAL SUPPORT
LEXINGTON ARTS AND CRAFTS SOCIETY
130 WALTHAM STREETLEXINGTONMA02421046072895501C3$10,000GENERAL SUPPORT
LEXINGTON HOUSING ASSISTANCE BOARD
1620 MASSACHUSETTS AVENUELEXINGTONMA02420042888689501C3$7,000GENERAL SUPPORT
LEXINGTON ZERO WASTE COLLABORATIVE
86 OAK STLEXINGTONMA02421852459810501C3$7,250GENERAL SUPPORT
LEXPRIDE
25 EMERSON GARDENSLEXINGTONMA02420844855350501C3$7,000GENERAL SUPPORT
LITERATIONS
1 FEDERAL ST 5TH FLOORBOSTONMA02110043227007501C3$75,000GENERAL SUPPORT
LOVIN' SPOONFULS
1304 COMMONWEALTH AVENUEBOSTONMA02134271810597501C3$25,000GENERAL SUPPORTSUITE E
LVM LITERACY UNLIMITED
FRAMINGHAM PUBLIC LIBRARYFRAMINGHAMMA01702264348429501C3$12,000GENERAL SUPPORT49 LEXINGTON STREET
MARISA'S MISSION INC
43 COFFEY STREET 3DORCHESTERMA02122814215702501C3$20,000GENERAL SUPPORT
MASSACHUSETTS ALLIANCE OF PORTUGUES
1046 CAMBRIDGE STREETCAMBRIDGEMA02139042596270501C3$37,500GENERAL SUPPORT
MASSACHUSETTS BAY COMMUNITY COLLEGE
50 OAKLAND STWELLESLEY HILLSMA02481222581930501C3$10,000GENERAL SUPPORT
MCAULEY NAZARETH HOME FOR BOYS
77 MULBERRY STREETLEICESTERMA01524042432430501C3$5,200GENERAL SUPPORT
MEDFIELD FOOD CUPBOARD
496 MAIN STREETMEDFIELDMA02052043158075501C3$10,000GENERAL SUPPORT
MEDFIELD FOUNDATION INC
MEDFIELD TOWN HALLMEDFIELDMA02052043559057501C3$238,538GENERAL SUPPORT459 MAIN STREET
METROWEST LEGAL SERVICES INC
63 FOUNTAIN STREETFRAMINGHAMMA01702043177488501C3$25,000GENERAL SUPPORTSUITE 304
METROWEST MEDIATION SERVICES
600 CONCORD STREETFRAMINGHAMMA01702042710084501C3$25,000GENERAL SUPPORT
METROWEST NONPROFIT NETWORK
PO BOX 1661FRAMINGHAMMA01701272249040501C3$25,000GENERAL SUPPORT
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701042281530501C3$76,298GENERAL SUPPORT
MIDDLESEX HUMAN SERVICE AGENCY INC
50 PROSPECT STREETWALTHAMMA02453042626387501C3$51,000GENERAL SUPPORTSUITE 3
MINUTEMAN SENIOR SERVICES
26 CROSBY DRIVEBEDFORDMA01730042587212501C3$10,000GENERAL SUPPORT
MUNROE CENTER FOR THE ARTS
1403 MASSACHUSETTS AVELEXINGTONMA02420043245366501C3$7,000GENERAL SUPPORT
NATICK COMMUNITY ORGANIC FARM
117 ELIOT STREETNATICKMA01760042720335501C3$6,000GENERAL SUPPORT
NATICK HIGH SCHOOL
15 WEST STREETNATICKMA01760043164739GOV$14,500GENERAL SUPPORT
NATICK HISTORICAL SOCIETY
58 ELIOT STREETNATICKMA01760042617537501C3$13,000GENERAL SUPPORT
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760042433772501C3$61,000GENERAL SUPPORT
NEW HOPE INC
247 MAPLE STATTLEBOROMA02703426813400501C3$25,000GENERAL SUPPORT
NEW LIFE FURNITURE BANK OF MA
PO BOX 573MEDFIELDMA02052463642814501C3$13,000GENERAL SUPPORT
NEW LONDON BARN PLAYHOUSE
PO BOX 9NEW LONDONNH03257341996138501C3$8,000GENERAL SUPPORT
OARS INC
23 BRADFORD STREETCONCORDMA01742042963426501C3$10,000GENERAL SUPPORTPO BOX 1116
ONE FAMILY INC
423 WEST BROADWAYBOSTONMA02127542076936501C3$20,000GENERAL SUPPORTSUITE 402
OPEN TABLE INC
PO BOX 42CONCORDMA01742043048933501C3$26,250GENERAL SUPPORT
OUT METROWEST INC
PO BOX 2122FRAMINGHAMMA01703465712986501C3$12,250GENERAL SUPPORT
PROGENTE CONNECTIONS
3 MAPLE STFRAMINGHAMMA01702042104156501C3$35,000GENERAL SUPPORT
PROJECT CITIZENSHIP
4 FANEUIL SOUTH MARKET BUILDINGBOSTONMA02109371769643501C3$15,000GENERAL SUPPORT3RD FLOOR
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA02454042735449501C3$46,150GENERAL SUPPORT
RIA HOUSE
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701462837911501C3$39,000GENERAL SUPPORT
RISE ABOVE FOUNDATION
PO BOX 174NORTHBRIDGEMA01534271409946501C3$6,000GENERAL SUPPORT
ROSE ART MUSEUM
BRANDEIS UNIVERSITYWALTHAMMA02453042103552501C3$15,000GENERAL SUPPORT415 SOUTH STREET
SALVATION ARMY - WALTHAM CORPS
33 MYRTLE STREETWALTHAMMA02454135562351501C3$20,000GENERAL SUPPORT
SMOC - VOICES AGAINST VIOLENCE
7 BISHOP STREETFRAMINGHAMMA01702042389659501C3$136,000GENERAL SUPPORT
SNAP-SPECIAL NEEDS ARTS PROGRAM
PO BOX 598LEXINGTONMA02420222570673501C3$12,500GENERAL SUPPORT
SOUTHBOROUGH FRIENDS OF THE YOUTH C
17 COMMON STREETSOUTHBOROUGHMA01772048102730501C3$24,599GENERAL SUPPORT
SOUTHBOROUGH OPEN LAND FOUNDATION
PO BOX 345SOUTHBOROUGHMA01772223002718501C3$6,500GENERAL SUPPORT
STVINCENT DE PAUL STMATTHIAS MAR
409 HEMENWAY STMARLBOROUGHMA01752042104826501C3$7,000GENERAL SUPPORT
SUDBURY COMMUNITY FOOD PANTRY
160 CONCORD ROADSUDBURYMA01776043237546501C3$10,000GENERAL SUPPORT
THE CENTER FOR ARTS IN NATICK
14 SUMMER STREETNATICKMA01760043364016501C3$25,000GENERAL SUPPORT
THE COMMUNITY BUILDERS INC
185 DARTMOUTH STBOSTONMA02116042324773501C3$6,500GENERAL SUPPORT
THE DISCOVERY MUSEUMS
177 MAIN STREETACTONMA01720042741645501C3$11,000GENERAL SUPPORT
THE KEY PROGRAM INC
77 RUMFORD AVENUEWALTHAMMA02453042539878501C3$22,000GENERAL SUPPORT
THE UMBRELLA COMMUNITY ARTS CENTER
40 STOW STREETCONCORDMA01742042761964501C3$10,000GENERAL SUPPORT
TRINITY BOSTON CONNECTS
206 CLARENDON STBOSTONMA02116042736718501C3$25,000GENERAL SUPPORT
UNITARIAN UNIVERSALIST SOCIETY OF W
309 WASHINGTON STREETWELLESLEYMA02481501C3$10,200GENERAL SUPPORT
UNITED SOUTH END SETTLEMENTS
48 RUTLAND STREETBOSTONMA02118042104280501C3$32,500GENERAL SUPPORT
UNITED WAY OF TRI-COUNTY
46 PARK STREETFRAMINGHAMMA01702042104231501C3$33,900GENERAL SUPPORT
VICTIM RIGHTS LAW CENTER
115 BROAD STREETBOSTONMA02110020588944501C3$8,000GENERAL SUPPORT
WALTHAM BOYS AND GIRLS CLUB
20 EXCHANGE STREETWALTHAMMA02451042103927501C3$195,000GENERAL SUPPORT
WATCH INC
24 CRESCENT STREETWALTHAMMA02453222918528501C3$100,000GENERAL SUPPORTSUITE 201
WAYPOINT ADVENTURE
453 CONCORD AVELEXINGTONMA02421273045996501C3$10,000GENERAL SUPPORT
WAYSIDE YOUTH & FAMILY SUPPORT NETW
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701042630450501C3$10,000GENERAL SUPPORT
WELLESLEY FREE LIBRARY
530 WASHINGTON STREETWELLESLEYMA02482GOV$15,000GENERAL SUPPORT
WELLESLEY YOUTH COMMISSION
525 WASHINGTON STREETWELLESLEYMA02482GOV$5,700GENERAL SUPPORT
WESTWOOD COUNCIL ON AGING
60 NAHATAN STREETWESTWOODMA02090046001362501C3$5,625GENERAL SUPPORT
WORCESTER COMMON GROUND
POST OFFICE BOX 30125WORCESTERMA01603222976657501C3$5,900GENERAL SUPPORT
YOUTH COUNSELING CONNECTION
7 HARRINGTON ROADLEXINGTONMA02421263202150501C3$7,250GENERAL SUPPORT
SUM OF ALL GRANTS UNDER 5K
$244,838
FieldValueIRS element (for citing)
Total501c3 Org115Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient11RecipientCnt
Cash Grant$37,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
JUDITH SALERNO
FORMER EXEC DIRECTOR$155,270$4,284$10,759$170,313
JAY KIM
EXECUTIVE DIRECTOR$160,540$4,800$1,580$166,920

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution17ContributionCnt
Noncash Contributions Rpt F990$1,103,350NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED STOCK PRICESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PAGE 1, PART I, LINE 32BFormAndLineReferenceDesc
ExplanationSTOCK 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 (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILANTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS REVIEWED BY THE AUDIT COMMITTEE WITH THE AUDIOTORS, THEN COPIES ARE PROVIDED FOR ALL TRUSTEES FOR REVIEW AT THE NEXT FULL BOARD MEETING.
FORM 990, PAGE 6, PART VI, LINE 12CCONFLICT 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 15AEXECUTIVE 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 15BEXECUTIVE 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 18THE 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 19THE 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 9NET AGENCY ENDOWMENT ACTIVITY -4,961

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