FOUNDATION FOR METROWEST INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR METROWEST INC (EIN 04-3266789)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-14
IRS object ID
202101049349300910
Schema version
2020v4.0
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)
Return2021-04-14T13:53:53-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Line11115 WESTFORD STREET 3RD FLOORAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018512701ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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)
PersonLOUIS CROSIERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5086472260PhoneNum
Signature2021-03-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLOUISPersonFirstNm
Person LastCROSIERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE A ANDREWSPreparerPersonNm
PTINP00514653PTIN
Phone9784522500PhoneNum
Preparation2021-03-29PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLOUIS CROSIERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ELIOT STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,595,534GrossReceiptsAmt
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 Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,959,733PYContributionsGrantsAmt
CY Contributions Grants$5,865,084CYContributionsGrantsAmt
PY Program Service Revenue$8,210PYProgramServiceRevenueAmt
CY Program Service Revenue$9,409CYProgramServiceRevenueAmt
PY Investment Income$705,785PYInvestmentIncomeAmt
CY Investment Income$835,935CYInvestmentIncomeAmt
PY Other Revenue-$50,025PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,623,703PYTotalRevenueAmt
CY Total Revenue$6,710,428CYTotalRevenueAmt
PY Grants And Similar Paid$1,484,370PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,727,625CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,087,958PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,027,441CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$450,536CYTotalFundraisingExpenseAmt
PY Other Expenses$522,248PYOtherExpensesAmt
CY Other Expenses$495,467CYOtherExpensesAmt
PY Total Expenses$3,094,576PYTotalExpensesAmt
CY Total Expenses$6,250,533CYTotalExpensesAmt
PY Revenues Less Expenses$529,127PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$459,895CYRevenuesLessExpensesAmt
Total Assets BOY$26,137,022TotalAssetsBOYAmt
Total Assets EOY$27,665,015TotalAssetsEOYAmt
Total Liabilities BOY$1,032,700TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,054,755TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,104,322NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,610,260NetAssetsOrFundBalancesEOYAmt
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$5,327,248ExpenseAmt
Grant$4,727,625GrantAmt
Revenue$9,409RevenueAmt
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$5,327,248TotalProgramServiceExpensesAmt
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 ActivitiesfalseFundraisingActivitiesInd
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 Document13IRPDocumentCnt
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
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 Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
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 (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JUDITH SALERNO
EXECUTIVE DI40.00Yes (X)$146,937$0$8,764
JAY KIM
COO40.00$146,521$0$6,297Yes (X)
CHARLES CARTER
TRUSTEE5.00$0$0$0Yes (X)
JACKIE CHRISTIANO
TRUSTEE5.00$0$0$0Yes (X)
LOUIS CROSIER
CHAIRMAN5.00Yes (X)$0$0$0Yes (X)
TOM CROTTY
MEMBER AT LA5.00$0$0$0Yes (X)
JOHN DESISTO
TRUSTEE5.00$0$0$0Yes (X)
SUSAN ELLIOT
TREASURER5.00Yes (X)$0$0$0Yes (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)
JAMES HANRAHAN
SECRETARY5.00Yes (X)$0$0$0Yes (X)
ROLAND HOCH
MEMBER AT LA5.00$0$0$0Yes (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
VICE CHAIR5.00Yes (X)$0$0$0Yes (X)
CHRISTINE MILLER
TRUSTEE5.00$0$0$0Yes (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)
ANDREA SUSSMAN
TRUSTEE5.00$0$0$0Yes (X)
DAVID SWARTZ
TRUSTEE5.00$0$0$0Yes (X)
KENNTH VONA
MEMBER AT LA5.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$293,458TotalReportableCompFromOrgAmt
Total Other Compensation$15,061TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$5,865,084AllOtherContributionsAmt
Noncash Contributions$629,262NoncashContributionsAmt
Total Contributions$5,865,084TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEE REVENUEDesc
Total Revenue Column$9,409TotalRevenueColumnAmt
Related Or Exempt Func Income$9,409RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$9,409TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$381,285TotalRevenueColumnAmt
Exclusion$381,285ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,339,756SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,885,106SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$454,650SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$454,650TotalRevenueColumnAmt
Exclusion$454,650ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,710,428TotalRevenueColumnAmt
Related Or Exempt Func Income$9,409RelatedOrExemptFuncIncomeAmt
Exclusion$835,935ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,693,528TotalAmt
Program Services$4,693,528ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$34,097TotalAmt
Program Services$34,097ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$155,701TotalAmt
Management And General$108,991ManagementAndGeneralAmt
Fundraising$46,710FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$739,734TotalAmt
Program Services$370,056ProgramServicesAmt
Management And General$181,451ManagementAndGeneralAmt
Fundraising$188,227FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,685TotalAmt
Program Services$6,492ProgramServicesAmt
Management And General$5,009ManagementAndGeneralAmt
Fundraising$3,184FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$43,547TotalAmt
Program Services$21,612ProgramServicesAmt
Management And General$9,351ManagementAndGeneralAmt
Fundraising$12,584FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$73,774TotalAmt
Program Services$33,198ProgramServicesAmt
Management And General$19,181ManagementAndGeneralAmt
Fundraising$21,395FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$550TotalAmt
Management And General$550ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,778TotalAmt
Management And General$24,778ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$91,957TotalAmt
Program Services$91,957ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$49,236TotalAmt
Management And General$9,074ManagementAndGeneralAmt
Fundraising$40,162FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$43,384TotalAmt
Program Services$6,934ProgramServicesAmt
Management And General$31,982ManagementAndGeneralAmt
Fundraising$4,468FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$77,439TotalAmt
Management And General$54,982ManagementAndGeneralAmt
Fundraising$22,457FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$60,000TotalAmt
Program Services$27,000ProgramServicesAmt
Management And General$15,600ManagementAndGeneralAmt
Fundraising$17,400FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,290TotalAmt
Management And General$7,290ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
DEVELOPMENT EXPENSES$112,190$18,241$93,949
PROGRAM SUPPORT$24,133$24,133
REPAIRS AND MAINTENANCE$4,510$4,510

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,250,533TotalAmt
Program Services$5,327,248ProgramServicesAmt
Management And General$472,749ManagementAndGeneralAmt
Fundraising$450,536FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$552,918BOYAmt
EOY$624,344EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$493,792BOYAmt
EOY$852,631EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,261,672BOYAmt
EOY$1,783,999EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,724BOYAmt
EOY$16,756EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$134,523LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$121,328LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,352BOYAmt
EOY$13,195EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,661,506BOYAmt
EOY$24,291,448EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$138,058BOYAmt
EOY$82,642EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,137,022BOYAmt
EOY$27,665,015EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,859BOYAmt
EOY$11,562EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$20,300BOYAmt
EOY$40,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$8,966BOYAmt
EOY$4,829EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$996,575BOYAmt
EOY$998,364EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,032,700BOYAmt
EOY$1,054,755EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,583,732BOYAmt
EOY$21,449,426EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,520,590BOYAmt
EOY$5,160,834EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,104,322BOYAmt
EOY$26,610,260EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,137,022BOYAmt
EOY$27,665,015EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$459,895ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,038,452NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,591OtherChangesInNetAssetsAmt
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$3,548,501CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,899,074CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,845,129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,959,733CurrentTaxYearMinus1YearAmt
Current Tax Year$3,710,084CurrentTaxYearAmt
Total$18,962,521TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,548,501CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,899,074CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,845,129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,959,733CurrentTaxYearMinus1YearAmt
Current Tax Year$3,710,084CurrentTaxYearAmt
Total$18,962,521TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,121,089SubstantialContributorsTotAmt
Public Support Total170$13,841,432PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$323,804CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$376,015CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$444,709CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$528,819CurrentTaxYearMinus1YearAmt
Current Tax Year$381,285CurrentTaxYearAmt
Total$2,054,632TotalAmt
FieldValueIRS element (for citing)
Total Support$21,017,153TotalSupportAmt
Gross Receipts Rltd Activities$28,840GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65860PublicSupportCY170Pct
Public Support PY1700.66320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPORTING SCHEDULEFormAndLineReferenceDesc
ExplanationCOVID RELIEF GRANTS 2,155,000ExplanationTxt

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 Held49DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$846,625DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$696,618DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$4,521,831DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,037,701BeginningYearBalanceAmt
Contributions$1,237,416ContributionsAmt
Investment Earnings Or Losses$581,965InvestmentEarningsOrLossesAmt
Grants Or Scholarships$222,724GrantsOrScholarshipsAmt
Other Expenditures-$1,514,316OtherExpendituresAmt
End Year Balance$11,148,674EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.78750BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.21250PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$134,523OtherCostOrOtherBasisAmt
Depreciation$121,328DepreciationAmt
Book Value$13,195BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,195TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY ENDOWMENTS$915,722
OPERATING LEASE LIABILITY$82,642
FieldValueIRS element (for citing)
Total Liability$998,364TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,648,510TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,038,452NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,038,452RevenueNotReportedAmt
Revenue Subtotal$6,610,058RevenueSubtotalAmt
Investment Expenses Not Incld$91,957InvestmentExpensesNotIncldAmt
Other Revenues Not Included$8,413OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$100,370RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,710,428TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,142,572TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$6,142,572ExpensesSubtotalAmt
Investment Expenses Not Incld2$91,957InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$16,004OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$107,961ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,250,533TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 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 FILING. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO REVIEW BY TAXING AUTHORITIES FOR PERIODS PRIOR TO 2018. 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 4BGIFTS TO AGENCY ENDOWMENT FUNDS 8,413
SCHEDULE D, PAGE 4, PART XII, LINE 4BGRANTS FROM AGENCY ENDOWMENT FUNDS 16,004

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (132 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760042790777501C3$72,600GENERAL SUPPORT
ACTON COMMUNITY SUPPER & FOOD PANTR
PO BOX 2098ACTONMA01720222569027501C3$10,000GENERAL SUPPORT
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01702237451423501C3$100,000GENERAL SUPPORT
AFRICAN CULTURAL SERVICES INC
46 ELSON ROADWALTHAMMA02451273145250501C3$10,000GENERAL SUPPORT
AMAZING THINGS ART CENTER
160 HOLLIS STREETFRAMINGHAMMA01702201332310501C3$20,000GENERAL SUPPORT
ASHLAND EMERGENCY FUND
PO BOX 112ASHLANDMA01721222959481501C3$7,500GENERAL SUPPORT
ASHLAND HEALTHY HARVEST
2 CANDLELIGHT WAYASHLANDMA01721454631195501C3$7,000GENERAL SUPPORT
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457042103544501C3$10,000GENERAL SUPPORT
BERKSHIRE UNITED WAY
200 SOUTH STPITTSFIELDMA01201042104841501C3$10,0002020 FAMILY SUPPORT
BETHANY HILL PLACE
89 BETHANY ROADFRAMINGHAMMA01702042493492501C3$28,000GENERAL SUPPORT
BOSTON CHARITABLE TRUST
CITY OF BOSTON TREASURY DEPARTMENTCITY HALL NO MMA02201046528581501C3$10,0002020 FAMILY SUPPORT
BOYS AND GIRLS CLUBS OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752042387225501C3$50,000GENERAL SUPPORT
BRACE
560 WAVERLY STREETFRAMINGHAMMA01702454857122501C3$53,000GENERAL SUPPORT
CATHOLIC CHARITIES OF WORCESTER COU
10 HAMMOND STREETWORCESTERMA01610042103979501C3$80,000GENERAL SUPPORT
CENTER FOR DISASTER PHILANTHROPY
ONE THOMAS CIRCLE NW SUITE 700WASHINGTONDC20005455257937501C3$10,0002020 FAMILY SUPPORT
CENTRE STREET FOOD PANTRY
11 HOMER STREETNEWTONMA02459273154521501C3$10,000GENERAL SUPPORT
CHARLES RIVER CENTER
59 EAST MILITIA HEIGHTS DRNEEDHAMMA02492042393108501C3$15,000GENERAL SUPPORTPO BOX 920169
CHESTERBROOK COMMUNITY FOUNDATION
22 BROOKWAY ROADWALTHAMMA02452412253173501C3$7,500GENERAL SUPPORT
CHRIST CHURCH EPISCOPAL WALTHAM
750 MAIN STWALTHAMMA02451501C3$10,000GENERAL SUPPORT
COMBINED JEWISH PHILANTHROPIES
126 HIGH STREETBOSTONMA02110042103559501C3$10,0002020 FAMILY SUPPORT
COMMONWEALTH GREEN LOW-INCOME HOUSI
74 PROVIDENCE STREETWORCESTERMA01604222976657501C3$8,500GENERAL SUPPORT
COMMUNITY INVESTORS
25 EARLE ROADWELLESLEY HILLSMA02481472147009501C3$7,060GENERAL SUPPORT
CORNELL UNIVERSITY DIVISION OF ALUM
130 E SENECA STITHACANY14850150532082501C3$5,2502020 FAMILY SUPPORT
CULTURAL ALLIANCE OF MEDFIELD
3 ALDER RDMEDFIELDMA02052473735323501C3$5,500GENERAL SUPPORT
DANIEL'S TABLE INC
10 PEARL STFRAMINGHAMMA01702473166043501C3$65,100GENERAL SUPPORT
DIGNITY MATTERS
PO BOX 72WAYLANDMA01778814572839501C3$36,884GENERAL SUPPORT
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117951831116501C3$10,0002020 FAMILY SUPPORT
DOC WAYNE YOUTH SERVICESINC
418 COMMONWEALTH AVENUEBOSTONMA02215274216064501C3$31,000GENERAL SUPPORT
EDWARD M KENNEDY COMMUNITY HEALTH
650 LINCOLN STWORCESTERMA01605042513817501C3$30,000GENERAL SUPPORT
ELIZABETH SETON RESIDENCE
125 OAKLAND STREETWELLESLEYMA02481042648872501C3$9,679GENERAL SUPPORT
EMPLOYMENT OPTIONS INC
82 BRIGHAM STREETMARLBOROUGHMA01752237089596501C3$15,000GENERAL SUPPORT
ENGLISH AT LARGE
800 W CUMMINGS PARK STE 5550WOBURNMA01801043050593501C3$10,000GENERAL SUPPORT
FAMILY PROMISE METROWEST
6 MULLIGAN STNATICKMA01760205963640501C3$15,000GENERAL SUPPORT
FEEDING AMERICA
PO BOX 96749WASHINGTONDC20090363673599501C3$17,000GENERAL SUPPORT
FOOD LINK INC
17 BRATTLE STREETARLINGTONMA02476471840355501C3$12,000GENERAL SUPPORTSUITE 17
FRAMINGHAM ADULT ESL PROGRAM FUND
31 FLAGG DRIVEFRAMINGHAMMA01702043266789GOV$52,375GENERAL SUPPORTPO BOX 4860
FRAMINGHAM HISTORY CENTER
PO BOX 2032FRAMINGHAMMA01703046121840501C3$15,000GENERAL SUPPORT
FRIENDS OF THE SOUTHBOROUGH COUNCIL
SOUTHBOROUGH SENIOR CENTERSOUTHBOROUGHMA01772043399851501C3$12,400GENERAL SUPPORT9 CORDAVILLE ROAD
FRIENDS OF THE WALTHAM FAMILY SCHOO
510 MOODY STREETWALTHAMMA02453462772840501C3$30,000GENERAL SUPPORT
FROM THE TOP
PO BOX 845429BOSTONMA02284043583756501C3$10,000GENERAL SUPPORT
GAINING GROUND INC
PO BOX 374CONCORDMA01742043083976501C3$35,000GENERAL SUPPORT341 VIRGINIA ROAD
GIFTS OF HOPE UNLIMITED
PO BOX 338SUDBURYMA01776813625517501C3$8,500GENERAL SUPPORT
GORE PLACE SOCIETY
52 GORE STREETWALTHAMMA02453042104254501C3$15,000GENERAL SUPPORT
GREATER FRAMINGHAM COMMUNITY CHURCH
PO BOX 629FRAMINGHAMMA01704043203768501C3$55,000GENERAL SUPPORT
HEALTHY WALTHAM
510 MOODY STREETWALTHAMMA02453043399437501C3$115,500GENERAL SUPPORT
HOCKOMOCK YMCA
300 ELMWOOD STREETNORTH ATTLEBOROMA02760042131749501C3$82,500GENERAL SUPPORT
HOOPS AND HOMEWORK
56 AGNES DRFRAMINGHAMMA01701472577737501C3$11,500GENERAL SUPPORT
HOPE AND COMFORT INC
659 HIGHLAND AVENEEDHAM HEIGHTSMA02494451329518501C3$82,000GENERAL SUPPORT
HOPE WORLDWIDE NEW ENGLAND INC
214 CONCORD STREETFRAMINGHAMMA01702043129839501C3$6,000GENERAL SUPPORT
HOPKINTON CENTER FOR THEARTS
98 HAYDEN ROWEHOPKINTONMA01748272588125501C3$25,000GENERAL SUPPORT
HUDSON COMMUNITY FOOD PANTRY
28 HOUGHTON STHUDSONMA01749043225287501C3$10,000GENERAL SUPPORTPO BOX 608
IMMACULATA HIGH SCHOOL
240 MOUNTAIN AVENUESOMERVILLENJ08876221508558501C3$10,000GENERAL SUPPORT
JEFF'S PLACE
34 DELOSS STREET 2ND FLOORFRAMINGHAMMA01702450920240501C3$9,250GENERAL SUPPORT
JEWISH FAMILY AND CHILDREN'S SERVIC
1430 MAIN STREETWALTHAMMA02451042104356501C3$50,000GENERAL SUPPORT
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREETFRAMINGHAMMA01702042730898501C3$181,000GENERAL SUPPORTSUITE 101
JOHN ANDREW MAZIE MEMORIAL FDN
1502 WISTERIA WAYWAYLANDMA01778232912197501C3$10,000GENERAL SUPPORT
JUSTICE RESOURCE INSITUTE INC
160 GOULD STREETNEEDHAM HEIGHTSMA02494042526357501C3$10,000GENERAL SUPPORTSUITE 300
LATINO HEALTH INSURANCE PROGRAM
88 WAVERLY STREET 1ST FLOORFRAMINGHAMMA01702300614874501C3$70,000GENERAL SUPPORT
LEXINGTON HISTORICAL SOCIETY
PO BOX 514LEXINGTONMA02420046113452501C3$15,070GENERAL SUPPORT
LEXINGTON SYMPHONY
PO BOX 194LEXINGTONMA02420043301650501C3$7,500GENERAL SUPPORT
LEXINGTON YOUTH AND FAMILY SERVICES
C/O FIRST PARISH CHURCHLEXINGTONMA02421263202150501C3$7,4502020 FAMILY SUPPORT7 HARRINGTON ROAD
LOVIN' SPOONFULS
1304 COMMONWEALTH AVENUEBOSTONMA02134271810597501C3$70,000GENERAL SUPPORTSUITE E
MARLBOROUGH COMMUNITY CUPBOARD
255 MAIN STMARLBOROUGHMA01752042104231501C3$15,000GENERAL SUPPORT
MASSACHUSETTS ALLIANCE OF PORTUGUES
1046 CAMBRIDGE STREETCAMBRIDGEMA02139042596270501C3$25,000GENERAL SUPPORT
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773042104702501C3$6,000GENERAL SUPPORT
MASSACHUSETTS BAY COMMUNITY COLLEGE
50 OAKLAND STWELLESLEY HILLSMA02481222581930501C3$35,000GENERAL SUPPORT
MASSACHUSETTS MILITARY SUPPORT FOUN
1015 SOUTH INNER RDBUZZARDS BAYMA02502821605363501C3$15,000GENERAL SUPPORT
MAYNARD EDUCATION FOUNDATION
PO BOX 89MAYNARDMA01754043540676501C3$10,000GENERAL SUPPORT
MAYNARD FOOD PANTRY
PO BOX 55MAYNARDMA01754043169291501C3$12,500GENERAL SUPPORT12 BANCROFT STREET
MEDFIELD FOOD CUPBOARD
496 MAIN STREETMEDFIELDMA02052043158075501C3$7,000GENERAL SUPPORT
MEDWAY VILLAGE CHURCH FOOD PANTRY
MEDWAY VILLAGE CHURCHMEDWAYMA02053046118338501C3$15,000GENERAL SUPPORT170 VILLAGE STREET
METROWEST COLLABORATIVE DEVELOPMENT
79B CHAPEL STNEWTONMA02458223073668501C3$100,000GENERAL SUPPORT
METROWEST LEGAL SERVICES INC
63 FOUNTAIN STREETFRAMINGHAMMA01702043177488501C3$75,000GENERAL SUPPORTSUITE 304
METROWEST MEDIATION SERVICES
600 CONCORD STREETFRAMINGHAMMA01702042710084501C3$10,000GENERAL SUPPORT
METROWEST WORKERS CENTER
PO BOX 409FRAMINGHAMMA01704272850017501C3$70,600GENERAL SUPPORT
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701042281530501C3$151,500GENERAL SUPPORT
MIDDLESEX HUMAN SERVICE AGENCY INC
50 PROSPECT STREETWALTHAMMA02453042626387501C3$70,000GENERAL SUPPORTSUITE 3
MINUTE MAN ARC FOR HUMAN SERVICES
35 FOREST RIDGE ROADCONCORDMA01742042269230501C3$14,000GENERAL SUPPORT
MINUTEMAN SENIOR SERVICES
26 CROSBY DRIVEBEDFORDMA01730042587212501C3$12,500GENERAL SUPPORT
MUNROE CENTER FOR THE ARTS
1403 MASSACHUSETTS AVELEXINGTONMA02420043245366501C3$8,5002020 FAMILY SUPPORT
NATICK COMMUNITY ORGANIC FARM
117 ELIOT STREETNATICKMA01760042720335501C3$5,500GENERAL SUPPORT
NATICK HIGH SCHOOL
15 WEST STREETNATICKMA01760043164739GOV$9,000GENERAL SUPPORT
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760042433772501C3$64,250GENERAL SUPPORT
NEEDHAM COMMUNITY COUNCIL
570 HILLSIDE AVENUENEEDHAMMA02494042121365501C3$10,000GENERAL SUPPORT
NEEDHAM COMMUNITY COUNCIL FOOD PANT
570 HILLSIDE AVENEEDHAM HEIGHTSMA02494042121365501C3$20,000GENERAL SUPPORT
NEEDHAM COMMUNITY FARM INC
PO BOX 920877NEEDHAMMA02492113822708501C3$7,500GENERAL SUPPORT
NEW LIFE FURNITURE BANK OF MA
PO BOX 573MEDFIELDMA02052463642814501C3$18,000GENERAL SUPPORT
NEWTON SOUTH HIGH SCHOOL
140 BRANDEIS ROADNEWTONMA02459GOV$6,000GENERAL SUPPORT
ONE FAMILY INC
423 WEST BROADWAYBOSTONMA02127542076936501C3$15,000GENERAL SUPPORTSUITE 402
OPEN TABLE INC
PO BOX 42CONCORDMA01742043048933501C3$35,000GENERAL SUPPORT
PEARL STREET CUPBOARD & CAFE UNIT
46 PARK STREETFRAMINGHAMMA01702042104231501C3$7,500GENERAL SUPPORT
PROJECT JUST BECAUSE INC
109 SOUTH STREETHOPKINTONMA01748061728553501C3$20,000GENERAL SUPPORT
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA02454042735449501C3$45,750GENERAL SUPPORT
RIA HOUSE
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701462837911501C3$7,500GENERAL SUPPORT
RISE ABOVE FOUNDATION
PO BOX 174NORTHBRIDGEMA01534271409946501C3$10,000GENERAL SUPPORT
SALVATION ARMY - FRAMINGHAM CORPS
59 HOWARD STREETFRAMINGHAMMA01704135562351501C3$82,500GENERAL SUPPORTPO BOX 311
SALVATION ARMY - WALTHAM CORPS
33 MYRTLE STREETWALTHAMMA02454135562351501C3$32,500GENERAL SUPPORT
SHARE OUR STRENGTH
PO BOX 75475BALTIMOREMD21275521367538501C3$15,0002020 FAMILY SUPPORT
SOCIETY OF ST VINCENT DE PAUL
PO BOX 324LINCOLNMA01773501C3$15,500GENERAL SUPPORT
SOUTH MIDDLESEX OPPORTUNITY INC
7 BISHOP STFRAMINGHAMMA01702042389659501C3$275,500GENERAL SUPPORT
SOUTHBOROUGH FRIENDS OF THE YOUTH C
17 COMMON STREETSOUTHBOROUGHMA01772048102730501C3$30,000GENERAL SUPPORT
SOUTHBOROUGH LIBRARY
25 MAIN STREETSOUTHBOROUGHMA01772462394640501C3$5,109GENERAL SUPPORT
SOUTHBOROUGH OPEN LAND FOUNDATION
PO BOX 345SOUTHBOROUGHMA01772223002718501C3$6,000GENERAL SUPPORT
SUDBURY COMMUNITY FOOD PANTRY
160 CONCORD ROADSUDBURYMA01776043237546501C3$15,100GENERAL SUPPORT
THE BOSTON FOUNDATION
75 ARLINGTON STREET 3RD FLOORBOSTONMA02116042104021501C3$10,0002020 FAMILY SUPPORT
THE CENTER FOR ARTS IN NATICK
14 SUMMER STREETNATICKMA01760043364016501C3$20,000GENERAL SUPPORT
THE CHILDREN'S ROOM
1210 MASSACHUSETTS AVEARLINGTONMA02476043316013501C3$15,000GENERAL SUPPORT
THE DISCOVERY MUSEUMS
177 MAIN STREETACTONMA01720042741645501C3$20,000GENERAL SUPPORT
THE HUMAN RELATIONS SERVICE
11 CHAPEL PLACEWELLESLEYMA02481042157885501C3$92,500GENERAL SUPPORT
THE UMBRELLA COMMUNITY ARTS CENTER
40 STOW STREETCONCORDMA01742042761964501C3$25,000GENERAL SUPPORT
THE WAYSIDE INN
72 WAYSIDE INN ROADSUDBURYMA01776042105813501C3$10,000GENERAL SUPPORT
THRIVE SUPPORT AND ADVOCACY
65 BOSTON POST ROAD WESTMARLBOROUGHMA01752042532990501C3$15,000GENERAL SUPPORTSUITE 220
TOWN OF LEXINGTON
1625 MASS AVELEXINGTONMA02420GOV$7,000GENERAL SUPPORT
TOWN OF WELLESLEY
525 WASHINGTON STREETWELLESLEYMA02482GOV$45,100GENERAL SUPPORT3RD FLOOR
TRINITY BOSTON CONNECTS
206 CLARENDON STBOSTONMA02116042736718501C3$30,0002020 FAMILY SUPPORT
TRUSTEES OF RESERVATIONS
572 ESSEX STREETBEVERLYMA01915042105780501C3$25,000GENERAL SUPPORT
TSNE MISISONWORKSGARDENING IN THE
TSNE MISSIONWORKSBOSTONMA02111042261109501C3$15,000GENERAL SUPPORT89 SOUTH STREET STE 700
UNITED WAY OF TRI-COUNTY
46 PARK STREETFRAMINGHAMMA01702042104231501C3$41,100GENERAL SUPPORT
VICTIM RIGHTS LAW CENTER
115 BROAD STREETBOSTONMA02110020588944501C3$20,000GENERAL SUPPORT
VNA CARE NETWORK
120 THOMAS STREETWORCESTERMA01608042103825501C3$15,000GENERAL SUPPORT
WALPOLE COMMUNITY FOOD PANTRY
PO BOX 43WALPOLEMA02081223260674501C3$15,000GENERAL SUPPORT1303 WASHINGTON STREET
WALTHAM BOYS AND GIRLS CLUB
20 EXCHANGE STREETWALTHAMMA02451042103927501C3$99,250GENERAL SUPPORT
WALTHAM PARTNERSHIP FOR YOUTHFAMIL
617 LEXINGTON STREETWALTHAMMA02452043399437501C3$15,000GENERAL SUPPORT
WATCH INC
24 CRESCENT STREETWALTHAMMA02453222918528501C3$222,500GENERAL SUPPORTSUITE 201
WAYPOINT ADVENTURE
453 CONCORD AVELEXINGTONMA02421273045996501C3$10,000GENERAL SUPPORT
WAYSIDE YOUTH & FAMILY SUPPORT NETW
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701042630450501C3$42,0002020 FAMILY SUPPORT
WELLESLEY FIRE DEPARTMENT
457 WORCESTER STREETWELLESLEYMA02481GOV$11,900GENERAL SUPPORT
WELLESLEY HEALTH DEPARTMENT
90 WASHINGTON STREETWELLESLEYMA02482GOV$12,500GENERAL SUPPORT
WELLESLEY POLICE DEPARTMENT
485 WASHINGTON STREETWELLESLEYMA02481GOV$12,470GENERAL SUPPORT
WELLESLEY YOUTH COMMISSION
525 WASHINGTON STREETWELLESLEYMA02482GOV$8,500GENERAL SUPPORT
YMCA OF WALTHAM
725 LEXINGTON STREETWALTHAMMA02454042103551501C3$25,000GENERAL SUPPORT
AGENCY ENDOWMENT GRANTS
$16,004
FieldValueIRS element (for citing)
Total501c3 Org131Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient12RecipientCnt
Cash Grant$34,097CashGrantAmt

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)
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
EXECUTIVE DIRECTOR$146,937$4,284$4,480$155,701
JAY KIM
COO$146,521$4,380$1,917$152,818

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution17ContributionCnt
Noncash Contributions Rpt F990$629,262NoncashContributionsRptF990Amt
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 (9 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 2TOM CROTTY DAVID BANNON TRUSTEE TRUSTEE BUSINESS MICHAEL MCAULIFFE JIM HANRAHAN TRUSTEE TRUSTEE BUSINESS MICHAEL MCAULIFFE JOHN O'NEIL TRUSTEE TRUSTEE BUSINESS MICHAEL MCAULIFFE SUSAN ELLIOT TRUSTEE TRUSTEE BUSINESS MICHAEL MCAULIFFE GARRY HOLMES TRUSTEE TRUSTEE BUSINESS MICHAEL MCAULIFFE DAVID BANNON TRUSTEE TRUSTEE BUSINESS DAVID SHUMAN GARRY HOLMES TRUSTEE TRUSTEE BUSINESS
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 7,591

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