FURP.ORG / PUBLIC DATA EXPLORER

METROWEST HEALTH FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
METROWEST HEALTH FOUNDATION INC (EIN 04-2121342)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-01-08
IRS object ID
202020089349100502
Schema version
2018v3.1
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)
Return2020-01-08T10:31:44-06:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042121342EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1METROWEST HEALTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMETRBusinessNameControlTxt
Phone5088797625PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 WORCESTER ROAD SUITE 202AddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN COHENPersonNm
Person TitlePRESIDENT, CEOPersonTitleTxt
Phone5088797625PhoneNum
Signature2020-01-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS WASHBURN CPAPreparerPersonNm
PTINP01375551PTIN
Phone5083669100PhoneNum
Preparation2020-01-07PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$103,769,843FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$340,765ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,581,228DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,581,228DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,788,678NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,268,756GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,788,678CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,710,671TotalRevAndExpnssAmt
Total Net Invst Incm$5,369,906TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$264,087CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$43,944CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$220,143CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$364,195OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$364,195OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$189,076PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$18,215PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$170,861PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$567LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$567LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$35,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$35,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$196,606OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$79,921OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$116,685OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$47,472TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$11,609DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$132,751OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$9,242OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$123,509OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$63,217TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,761TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$61,456TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$23,944PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$23,944PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$568,845OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$469,649OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$99,196OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,897,369TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$622,732TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,215,556TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,517,665ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,443,643ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,415,034TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$622,732TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,659,199TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,295,637ExcessRevenueOverExpensesAmt
Net Investment Income$4,747,174NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,488CashBOYAmt
Cash EOY$116,992CashEOYAmt
Cash EOYFMV$116,992CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,963,851SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,948,218SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,948,218SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$46,809PrepaidExpensesBOYAmt
Prepaid Expenses EOY$147,164PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$147,164PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$820,929USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,391,293USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,391,293USGovtObligationsEOYFMVAmt
Other Investments BOY$97,727,840OtherInvestmentsBOYAmt
Other Investments EOY$86,808,207OtherInvestmentsEOYAmt
Other Investments EOYFMV$86,808,207OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$142,923LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$129,331LandBldgEquipAccumDeprecAmt
Land BOY$24,126LandBOYAmt
Land EOY$13,592LandEOYAmt
Land EOYFMV$13,592LandEOYFMVAmt
Other Assets BOY$7,559,704OtherAssetsBOYAmt
Other Assets EOY$7,344,377OtherAssetsEOYAmt
Other Assets EOYFMV$7,344,377OtherAssetsEOYFMVAmt
Total Assets BOY$108,209,747TotalAssetsBOYAmt
Total Assets EOY$103,769,843TotalAssetsEOYAmt
Total Assets EOYFMV$103,769,843TotalAssetsEOYFMVAmt
Accounts Payable BOY$216,113AccountsPayableBOYAmt
Accounts Payable EOY$202,975AccountsPayableEOYAmt
Grants Payable BOY$3,728,104GrantsPayableBOYAmt
Grants Payable EOY$2,802,127GrantsPayableEOYAmt
Other Liabilities BOY$1,632,439OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,029,208OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,576,656TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,034,310TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$85,027,983UnrestrictedBOYAmt
Unrestricted EOY$81,556,016UnrestrictedEOYAmt
Temporarily Restricted BOY$10,045,404TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$9,835,140TemporarilyRestrictedEOYAmt
Permanently Restricted BOY$7,559,704PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$7,344,377PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$102,633,091TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$98,735,533TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,209,747TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$103,769,843TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,633,091TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,295,637ExcessRevenueOverExpensesAmt
Other Increases$104,302OtherIncreasesAmt
Subtotal$104,033,030SubtotalAmt
Other Decreases$5,297,497OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$98,735,533TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADEDP$17,420,047$16,638,730$781,317$781,317
ALTERNATE FUNDSP$1,333,494$841,348$492,146$492,1462018-04-012019-04-01
ALTERNATE FUNDSP$3,515,215$2,000,000$1,515,215$1,515,2152018-01-022019-01-02
FieldValueIRS element (for citing)
Capital Gain Net Income$2,788,678CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,635,455AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$99,872,308NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046414DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,342,875AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$92,192,608NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047107DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,945,243AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$88,968,114NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055584DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,374,870AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$94,080,684NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035872DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,282,891AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$95,817,606NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044698DistributionYr5Rt
Total Distribution0.229675TotalDistributionRt
Average Distribution0.045935AverageDistributionRt
Net Vl Noncharitable Assets$96,747,664NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,444,104AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$47,472NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,491,576AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,660,274QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$47,472InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$47,472SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$47,472TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$135,297EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$135,297TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$87,825OverpaymentAmt
Applied To ES Tax$87,825AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MWHEALTH.ORGWebsiteAddressTxt
Individual With BooksMARTIN COHEN PRESIDENT CEOIndividualWithBooksNm
Phone5088797625PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1161 WORCESTER ROADAddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE MARIE BOURSIQUOT KING
161 WORCESTER RDFRAMINGHAMMA01701CHAIR5.00$0$0$0
LINO COVARRUBIAS
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
JOHN CORRON
161 WORCESTER RDFRAMINGHAMMA01701TREASURER5.00$0$0$0
ANNA CAROLLO CROSS
161 WORCESTER RDFRAMINGHAMMA01701CLERK5.00$0$0$0
ALAN GELLER
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
SIMONE GILL
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
CAROL GLOFF
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
WILLIAM GRAHAM
161 WORCESTER RDFRAMINGHAMMA01701VICE CHAIR5.00$0$0$0
KATHLEEN HERRMAN
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
WILLIAM IBERG
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
JOHN KRIKORIAN
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
COLEEN TORONTO
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
MARTIN COHEN
161 WORCESTER RDFRAMINGHAMMA01701PRESIDENT40.00$264,087$56,895$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
REBECCA DONHAM
161 WORCESTER RDFRAMINGHAMMA01701SENIOR PROGRAM OFFIC36.00$110,292$41,279$0
CATHY GLOVER
161 WORCESTER RDFRAMINGHAMMA01701GRANTS MANAGEMENT DI40.00$106,547$35,328$0
REBECCA GALLO
161 WORCESTER RDFRAMINGHAMMA01701SENIOR PROGRAM OFFIC36.00$88,257$9,934$0
KATHERINE BAKER
161 WORCESTER RDFRAMINGHAMMA01701POLICY ANALYST40.00$49,400$7,680$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PRIME BUCHHOLZ & ASSOCIATES
273 CORPORATE DRIVEPORTSMOUTHNH03801INVESTMENT CONSULTING$79,921
PRESIDENT & FELLOWS OF HARVARD COLLEGE
MASSACHUSETTS HALLCAMBRIDGEMA02138TRAINING & TECHNICAL ASSISTANCE$60,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description11. THE FOUNDATION PROVIDED EXTENSIVE LEADERSHIP, RESEARCH, DATA COLLECTION AND PROGRAM SUPPORT TO IMPROVE HEALTH AND HEALTH CARE SERVICES TO THE TWENTY-FIVE COMMUNITIES IN THE METROWEST AREA OF MASSACHUSETTS. 2. THE FOUNDATION AWARDED 45 NEW GRANTS TO IMPROVE THE HEALTH OF THE METROWEST RESIDENTS. THESE GRANTS PROVIDED FUNDING TO NONPROFIT COMMUNITY ORGANIZATIONS AND MUNICIPAL GOVERNMENTS FOR A VARIETY OF PROGRAMS THAT SERVE ELDERS, YOUTH AND SPECIAL POPULATIONS SUCH AS THE HOMELESS AND INDIGENT, 3. THE FOUNDATION PROVIDED $79,000 IN SCHOLARSHIPS ENABLING 44 RESIDENTS TO PURSUE DEGREE PROGRAMS IN NURSING, MEDICINE AND ALLIED HEALTH PROFESSIONS. 4. THE FOUNDATION SPONSORED THE METROWEST HEALTH LEADERSHIP PROGRAM, OFFERING LEADERSHIP TRAINING TO 10 INDIVIDUALS FROM HEALTH AND HUMAN SERVICES AGENCIES WITHIN OUR SERVICE AREA. 5. THE FOUNDATION SUPPORTED A VARIETY OF TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES TO IMPROVE HEALTH AND WELLNESS IN THE REGION.Description1Txt
Expenses1$344,403Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$45,979,041AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$688,162AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$51,553,776FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$98,220,979TotalFMVOfUnusedAssetsAmt
Reduction Claimed$7,344,377ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$98,220,979AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,473,315CashDeemedCharitableAmt
Net Vl Noncharitable Assets$96,747,664NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,837,383MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,837,383MinimumInvestmentReturnAmt
Tax Based On Investment Income$47,472TaxBasedOnInvestmentIncomeAmt
Total Tax$47,472TotalTaxAmt
Distributable Before Adj$4,789,911DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,789,911DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,789,911DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,659,199ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$1,075CharitableAssetsAcquisPaidAmt
Qualifying Distributions$4,660,274QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$47,472PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,612,802AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,789,911DistributableAsAdjustedAmt
Undistributed Income PY$2,426,691UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,660,274QualifyingDistributionsAmt
Applied To Year1$2,426,691AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$286,548TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,947,035AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$286,548TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,842,876UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$286,548CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
MARTIN COHEN PRESIDENT METROWEST HE
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA017015088797625APPLICATIONS MUST FOLLOW A STANDARD REQUEST FOR PROPOSALS THAT INCLUDES A DESCRIPTION OF THE UNMET HEALTH NEED TO BE ADDRESSED, PROGRAM GOALS AND OBJECTIVES, BUDGET, AND BUDGET NARRATIVE.THE FOUNDATION HAS TWO SUBMISSION DEADLINES PER YEAR (SPRING/FALL).AWARDS ARE LIMITED TO PROPOSALS THAT ADDRESS AN UNMET HEALTH NEED IN THE 25-TOWN AREA SERVED BY THE FOUNDATION. ELIGIBLE APPLICANTS ARE EITHER TAX- EXEMPT ORGANIZATIONS 501(C)(3) OR GOVERNMENTAL ENTITIES. SEE THE FOUNDATION'S WEB SITE AT WWW.MWHEALTH.ORG FOR FURTHER INFORMATION.
MARTIN COHEN PRESIDENT METROWEST HE
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA017015088797625COMPLETED CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND FEDERAL FINANCIAL AID FORM.APPLICATIONS SHOULD BE SUBMITTED TO THE FOUNDATION OFFICE.SCHOLARSHIPS ARE AVAILABLE FOR CERTAIN NURSING, MEDICAL AND CLINICAL PROGRAMS, AND ARE BASED ON FINANCIAL NEED, ACADEMIC PERFORMANCE, AND DEMONSTRATED MOTIVATION AND CHARACTER TO OBTAIN A FORMAL EDUCATION IN A NURSING, MEDICAL OR CLINICAL PROFESSION. SCHOLARSHIPS ARE LIMITED TO RESIDENTS OR EMPLOYEES OF TOWNS IN THE FOUNDATION'S SERVICE AREA. APPLICANTS MUST COMPLETE A CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND SUBMIT ALL REQUIRED ATTACHMENTS TO THE FOUNDATION OFFICE. STUDENTS MUST ALSO COMPLETE A FEDERAL FINANCIAL AID FORM. APPLICATIONS ARE REVIEWED BY THE FOUNDATION'S SCHOLARSHIP COMMITTEE AS THEY ARE RECEIVED AND MAY BE SUBMITTED BETWEEN APRIL 15TH AND MAY 31ST AND OCTOBER 15TH AND NOVEMBER 30TH. SCHOLARSHIPS ARE AWARDED FOR TUITION FEES ONLY UP TO A MAXIMUM OF $2,000.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCPSYCHIATRIC ACCESS PROJECT$55,016
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCIDENTIFYING, DEVELOPING AND ADDRESSING BARRIERS TO BEHAVIORAL HEALTHCARE FOR THE BRAZILIAN POPULATION IN FRAMINGHAM$140,000
ASSOCIATED GRANT MAKERS
133 FEDERAL STREET SUITE 802BOSTONMA02110PCMASSACHUSETTS CENSUS EQUITY FUND$50,000
BAYPATH ELDER SERVICES INC
33 BOSTON POST ROAD WEST STE 510MARLBOROUGHMA017521853PCLGBT ELDER INITIATIVE$17,953
BAYPATH ELDER SERVICES INC
33 BOSTON POST ROAD WEST STE 510MARLBOROUGHMA017521853PCLGBTQ+ INITIATIVE$17,368
BELLINGHAM PUBLIC SCHOOLS
4 MECHANIC STREETBELLINGHAMMA02019PCSEL: ENHANCING STUDENTS' CAPACITY FOR SUCCESSFUL ENGAGEMENT$32,500
BRAZILIAN AMERICAN CENTER BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCENHANCING THE MENTAL HEALTH OF LATIN AMERICAN ADOLESCENTS AND THEIR FAMILIES IN FRAMINGHAM, CONTINUATION PROJECT 2019$15,458
CITY OF FRAMINGHAM - BOARD OF HEALTH
150 CONCORD STREETFRAMINGHAMMA01702PCADOPTING A HEALTH EQUITY FRAMEWORK AT THE MUNICIPAL LEVEL$10,750
CITY OF FRAMINGHAM - BOARD OF HEALTH
150 CONCORD STREETFRAMINGHAMMA01702PCSOUTH FRAMINGHAM INITIATIVE$83,250
CITY OF FRAMINGHAM - BOARD OF HEALTH
150 CONCORD STREETFRAMINGHAMMA01702PCREGIONAL NALOXONE DISTRIBUTION PROGRAM$11,450
COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202PCEFFECTIVE PHILANTHROPY$13,100
DANIEL'S TABLE
10 PEARL STREETFRAMINGHAMMA01702PCCOOKING UP A STORM$19,992
DANIEL'S TABLE
10 PEARL STREETFRAMINGHAMMA01702PCBUILDING CAPACITY TO DELIVER FOOD SECURITY$19,500
DANIEL'S TABLE
10 PEARL STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS$25,000
DOVER-SHERBORN REGIONAL SCHOOLS
157 FARM STREETDOVERMA02030PCDOVER-SHERBORN HIGH SCHOOL TRANSITION PROGRAM$41,500
EDUCATION DEVELOPMENT CENTER INC
43 FOUNDRY AVENUEWALTHAMMA024538313PC2018 METROWEST ADOLESCENT HEALTH SURVEY$198,086
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
650 LINCOLN STREETWORCESTERMA01605PCCLINICAL CARE MANAGEMENT IN HIGH RISK PATIENTS$62,500
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
650 LINCOLN STREETWORCESTERMA01605PCBASIC HEALTH NEEDS - METROWEST MEDS PRESCRIPTION ASSISTANCE$150,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
650 LINCOLN STREETWORCESTERMA01605PCBASIC HEALTH NEEDS - ORAL HEALTH CARE$50,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
650 LINCOLN STREETWORCESTERMA01605PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$175,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
650 LINCOLN STREETWORCESTERMA01605PCREFERRAL MANAGEMENT PROJECT$20,000
TOWN OF FRAMINGHAM - BOARD OF HEALTH
150 CONCORD STREET SUITE 221FRAMINGHAMMA01702PCAGE AND DEMENTIA FRIENDLY FRAMINGHAM$9,620
FRAMINGHAM HOUSING AUTHORITY
1 JOHN J BRADY DRFRAMINGHAMMA01702PCELDERLY AND DISABLED PUBLIC HOUSING AIR CONDITIONING UNITS$19,944
FRAMINGHAM POLICE DEPARTMENT
1 WILLIAM WELCH WAYFRAMINGHAMMA01702PCGUN BUY-BACK PROGRAM$10,000
FRAMINGHAM PUBLIC SCHOOLS
73 MT WAYTE AVE SUITE 5FRAMINGHAMMA01702PCEARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT$32,500
FRANKLIN COUNCIL ON AGING
10 DANIEL MCCAHILL STREETFRANKLINMA02038PCMAKING FRANKLIN A DEMENTIA FRIENDLY COMMUNITY$5,856
FRANKLIN COUNCIL ON AGING
10 DANIEL MCCAHILL STREETFRANKLINMA02038PCDEMENTIA FRIENDLY FRANKLIN$9,798
FRANKLIN FOOD PANTRY
43 WEST CENTRAL STREET PO BOX 116FRANKLINMA02038PCTRAUMA INFORMED CARE AND CRISIS TRAINING$2,150
GRANT MAKERS IN HEALTH
1100 CONNECTICUT AVE NW SUITE 1200WASHINGTONDC20036PCEFFECTIVE PHILANTHROPY$8,075
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET NW SUITE 650WASHINGTONDC20005PCEFFECTIVE PHILANTHROPY$2,090
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCIMMIGRANT HEALTH ACCESS PROJECT$13,250
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$25,000
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCIMMIGRANT HEALTH ACCESS PROJECT$7,785
HEALTH LAW ADVOCATES INC
ONE FEDERAL STREETBOSTONMA02110PCLEGAL AID EMERGENCY RESPONSE TO NEW PUBLIC CHARGE RULE$20,000
HESSCO ELDER SERVICES
ONE MERCHANT STREETSHARONMA02067PCBETTER NUTRITION, BETTER HEALTH$20,000
HESSCO ELDER SERVICES
ONE MERCHANT STREETSHARONMA02067PCLGBT ELDER SOCIAL MEAL PROGRAM$10,293
HOME CARE AIDE FOUNDATION
46 FARWELL STREETNEWTONMA02460PCENGAGEMENT THROUGH HOME CARE: ADDRESSING ISOLATION AMONG MASSACHUSETTS' MOST VULNERABLE$20,000
HOPEDALE PUBLIC SCHOOLS
25 ADIN STREETHOPEDALEMA01747PCTRANSITION SUPPORT PROGRAM$72,500
HOPKINTON PUBLIC SCHOOLS
89 HAYDEN ROWE STREETHOPKINTONMA01748PCHOPKINTON MIDDLE SCHOOL START$36,562
HUDSON BOARD OF HEALTH
78 MAIN STREETHUDSONMA01749PCBUILDING COMMUNITY CAPACITY IN DEVELOPMENTAL ASSETS THROUGH TRAINING$10,000
HUDSON COUNCIL ON AGING
29 CHURCH STREETHUDSONMA01749PCDAYBREAK$25,000
HUDSON PUBLIC SCHOOLS
155 APSLEY STREETHUDSONMA01749PCPATHWAYS TO ACADEMIC AND THERAPEUTIC HELP (PATH)$35,737
HUDSON PUBLIC SCHOOLS
155 APSLEY STREETHUDSONMA01749PCHUDSON HIGH SCHOOL THERAPEUTIC ACADEMIC SUPPORT PROGRAM (T.A.S.)$8,200
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
34 DELOSS STREET SECOND FLOORFRAMINGHAMMA01702PCPARENTING WHILE GRIEVING WORKSHOPS$9,000
LATINO HEALTH INSURANCE PROGRAM INC
88 WAVERLY STREET SUITE 150 1STFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - SUPPORT SERVICES INSURANCE ENROLLMENT$50,000FLOOR
LEARNING CENTER FOR THE DEAF
848 CENTRAL STREETFRAMINGHAMMA01701PCWALDEN COMMUNITY SERVICES ELECTRONIC MEDICAL RECORD$20,000
LEARNING CENTER FOR THE DEAF
848 CENTRAL STREETFRAMINGHAMMA01701PCTHE LEARNING CENTER FOR THE DEAF / WALDEN COMMUNITY SERVICES - OUTPATIENT MENTAL HEALTH CLINIC FOR DEAF CHILDREN AND FAMILIES$10,000
LOVIN' SPOONFULS INC
1304 COMMONWEALTH AVE SUITE EBOSTONMA02134PCBASIC HEALTH NEEDS - FOOD INSECURITY$50,000
MARLBOROUGH PUBLIC SCHOOLS
DISTRICT EDUCATION CENTER 17MARLBOROUGHMA017522225PCMHS TRANSITIONS PROGRAM$51,758WASHINGTON ST
MASSACHUSETTS ASSOCIATION FOR THE BLIND
200 IVY STREETBROOKLINEMA02446PCMETROWEST ADJUSTMENT COUNSELING EXPANSION INITIATIVE FOR SENIORS WITH VISION LOSS$7,500
MASSACHUSETTS ASSOCIATION FOR THE BLIND
200 IVY STREETBROOKLINEMA02446PCNATICK ASSISTIVE TECHNOLOGY TRAINING CENTER FOR SENIORS WITH VISION LOSS$10,000
MASSACHUSETTS BAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481PCNURSING CURRICULUM REDESIGN AND HEALTH CAREERS ACADEMY PROJECT$14,881
METROWEST FREE MEDICAL PROGRAM
C/O CONGREGATION BETH EL 105 HUDSONSUDBURYMA01776PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$50,000RD
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCJUVENILE IMMIGRANT RELIEF PROJECT$68,536
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP$75,000
METROWEST NONPROFIT NETWORK INC
PO BOX 1661FRAMINGHAMMA01701PCTECHNICAL CONSULTING SERVICES TO SUPPORT THE MANAGEMENT OF DANIEL'S TABLE$13,248
METROWEST REGIONAL TRANSIT AUTHORITY (MWRTA)
15 BLANDIN AVENUEFRAMINGHAMMA01702PCDIVERSITY, EQUITY, AND INCLUSION (DEI) TRAINING$26,000
METROWEST WORKER CENTER
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCINJURED WORKER ACCOMPANIMENT PROJECT$10,000
METROWEST WORKER CENTER
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCINJURED WORKER PROJECT$10,000
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701PCMW SAPA PRIORITIZING PREVENTION IN METROWEST$12,500
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701PCCAPITAL CAMPAIGN$100,000
MILFORD COUNCIL ON AGING
60 NORTH BOW STREETMILFORDMA01757PCWELLNESS PROGRAM$6,000
MILFORD PUBLIC SCHOOLS
31 W FOUNTAIN STREETMILFORDMA01757PC"EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT"$32,500
NATICK COUNCIL ON AGING
117 EAST CENTRAL STREETNATICKMA01760PCNATICK CONVERSATION PROJECT$99,000
NATICK HOUSING AUTHORITY
4 COTTAGE STREETNATICKMA01760PCNHA RESIDENT SERVICES COORDINATOR$33,180
NATICK PUBLIC SCHOOLS
13 E CENTRAL STREETNATICKMA01760PC"UNDERSTANDING DIVERSITY AND SUPPORTING OUR LGBTQ (LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER/QUESTIONING)YOUTH"$10,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCFOOD SECURITY PROGRAM$20,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCFOOD PANTRY$15,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCASSISTANCE WITH HEALTH SERVICES$10,000
NEEDHAM COUNCIL ON AGING
300 HILLSIDE AVENEEDHAMMA02492PCEXPAND ACCESS TO BEHAVIORAL HEALTH SERVICES FOR SENIORS$40,000
NEEDHAM HEALTH DEPARTMENT
178 ROSEMARY STREETNEEDHAMMA02494PCCONCUSSION PREVENTION, EDUCATION, AND TRAINING IN NEEDHAM$10,000
NEEDHAM HEALTH DEPARTMENT
178 ROSEMARY STREETNEEDHAMMA02494PCHEALTHY AGING NEEDHAM$10,000
NEEDHAM PUBLIC SCHOOLS
1330 HIGHLAND AVENUENEEDHAMMA02492PCIMPROVING STUDENT HEALTH BY ADDRESSING RACIAL DISCRIMINATION$20,000
NEEDHAM YOUTH & FAMILY SERVICES DIVISION
1471 HIGHLAND AVENUENEEDHAMMA02492PCMENTAL HEALTH FIRST AID$10,000
NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS
53 PARKERVILLE ROADSOUTHBOROUGHMA01772PCSTUDENT TIERED EDUCATIONAL PROGRAM FOR SUCCESS STEPS PROGRAM$74,729
OUT METROWEST
PO BOX 2122FRAMINGHAMMA01703PCMEETING THE NEEDS OF LGBTQ+ YOUTH OF COLOR$10,358
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760PCFOOD PANTRY$15,000
RIA HOUSE INC - READYINSPIREACT
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCIMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF SEXUAL EXPLOITATION, TRAFFICKING, & PROSTITUTION$14,996
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - OPERATING$25,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCSMOC PEER RECOVERY COACH PROGRAM$46,473
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCGREATER FRAMINGHAM HUNGER NETWORK (GFHN)$10,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCFRAMINGHAM COMMUNITY CENTER CAPITAL GRANT$250,000
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCSPARK ACADEMY: PUTTING PRINCIPLES INTO PRACTICE$15,611
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCWALSH MIDDLE SCHOOL MENTAL HEALTH ACCESS$10,000
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCPROMOTING A CULTURALLY-DIVERSE WORKFORCE$29,990
WELLESLEY COLLEGE WELLESLEY CENTERS FOR WOMEN
106 CENTRAL STREETWELLESLEYMA02481PCDEPRESSION/SUICIDE PREVENTION FOR ADOLESCENTS IN HOLLISTON$34,422
WILLIAM JAMES COLLEGE
ONE WELLS AVENUENEWTONMA02459PCPROMOTING HEALTH EQUITY THROUGH A BEHAVIORAL HEALTH CAREER PIPELINE$11,178
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
UNIVERSITY OF MASSACHUSETTS
100 WILLIAM T MORRISSEY BLVDBOSTONMA02125PCNURSING SCHOLARSHIP$2,000
QUINNIPIAC UNIVERSITY
275 MT CARAMEL AVEHAMDENCT06518PCNURSING SCHOLARSHIP$1,000
TUFTS UNIVERSITY
200 WESTBORO ROADNORTH GRAFTONMA01536PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$1,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$1,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
WESTFIELD STATE UNIVERSITY
333 WESTERN AVEWESTFIELDMA01086PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
NEW ENGLAND COLLEGE OF OPTOMETRY
424 BEACON STREETBOSTONMA02115PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$1,000
ALBANY MEDICAL COLLEGE
47 NEW SCOTLAND AVE MC1ALBANYNY122083479PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
WALDEN UNIVERSITY
100 WASHINGTON AVE SOUTHMINNEAPOLISMN55401PCMEDICAL/CLINICAL SCHOLARSHIP$1,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREETFRAMINGHAMMA01701PCNURSING SCHOLARSHIP$2,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREETFRAMINGHAMMA01701PCNURSING SCHOLARSHIP$2,000
UNIVERSITY OF MASSACHUSETTS
220 PAWTUCKET STLOWELLMA01854PCNURSING SCHOLARSHIP$2,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREETFRAMINGHAMMA01701PCNURSING SCHOLARSHIP$2,000
QUINNIPIAC UNIVERSITY
275 MT CARMEL AVEHAMDENCT06518PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
UNIVERSITY OF MASSACHUSETTS
181 PRESIDENTS DRIVEAMHERSTMA01003PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$1,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREETFRAMINGHAMMA01701PCNURSING SCHOLARSHIP$1,000
ENDICOTT COLLEGE
376 HALE STREETBEVERLYMA01915PCNURSING SCHOLARSHIP$2,000
UNIVERSITY OF MASSACHUSETTS
181 PRESIDENTS DRIVEAMHERSTMA01003PCNURSING SCHOLARSHIP$2,000
WORCESTER STATE COLLEGE
486 CHANDLER STWORCESTERMA01602PCNURSING SCHOLARSHIP$2,000
UNIVERSITY OF PITTSBURGH
4200 FIFTH AVEPITTSBURGPA05260PCNURSING SCHOLARSHIP$1,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104PCNURSING SCHOLARSHIP$2,000
WORCESTER STATE COLLEGE
486 CHANDLER STWORCESTERMA01602PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA01481PCMEDICAL/CLINICAL SCHOLARSHIP$1,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEYMA02481PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
SIMMONS COLLEGE
300 THE FENWAYBOSTONMA02115PCNURSING SCHOLARSHIP$2,000
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
SIMMONS COLLEGE
300 THE FENWAYBOSTONMA02115PCNURSING SCHOLARSHIP$2,000
YALE UNIVERSITY
100 CHURCH STREET SOUTH A250NEW HAVENCT06520PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEYMA02481PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
SAINT ANSELM COLLEGE
100 ST ANSELM DRMANCHESTERNH03102PCNURSING SCHOLARSHIP$2,000
BECKER COLLEGE
61 SEVER STREETWORCESTERMA01609PCNURSING SCHOLARSHIP$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,443,643TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$112,500
BAYPATH ELDER SERVICES INC
33 BOSTON POST ROAD WEST STE 510MARLBOROUGHMA017521853PCLGBTQ+ INITIATIVE$17,368
BELLINGHAM PUBLIC SCHOOLS
4 MECHANIC STREETBELLINGHAMMA02019PCSEL: ENHANCING STUDENTS' CAPACITY FOR SUCCESSFUL ENGAGEMENT$15,000
BRAZILIAN AMERICAN CENTER BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCENHANCING THE MENTAL HEALTH OF LATIN AMERICAN ADOLESCENTS AND THEIR FAMILIES IN FRAMINGHAM, CONTINUATION PROJECT 2019$15,458
DANIEL'S TABLE
10 PEARL STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS$125,000
DOVER-SHERBORN REGIONAL SCHOOLS
157 FARM STREETDOVERMA02030PCDOVER-SHERBORN HIGH SCHOOL TRANSITION PROGRAM$12,750
EDUCATION DEVELOPMENT CENTER INC
43 FOUNDRY AVENUEWALTHAMMA024538313PC2020 METROWEST ADOLESCENT HEALTH SURVEY$649,866
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
650 LINCOLN STREETWORCESTERMA01605PCBASIC HEALTH NEEDS - METROWEST MEDS PRESCRIPTION ASSISTANCE$300,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
650 LINCOLN STREETWORCESTERMA01605PCBASIC HEALTH NEEDS - ORAL HEALTH CARE$75,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
650 LINCOLN STREETWORCESTERMA01605PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$262,500
TOWN OF FRAMINGHAM - BOARD OF HEALTH
150 CONCORD STREET SUITE 221FRAMINGHAMMA01702PCAGE AND DEMENTIA FRIENDLY FRAMINGHAM$9,620
FRAMINGHAM PUBLIC SCHOOLS
73 MT WAYTE AVE SUITE 5FRAMINGHAMMA01702PCEARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT$15,000
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$37,500
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCIMMIGRANT HEALTH ACCESS PROJECT$7,785
HOPEDALE PUBLIC SCHOOLS
25 ADIN STREETHOPEDALEMA01747PCTRANSITION SUPPORT PROGRAM$100,000
HOPKINTON HEALTH DEPARTMENT
18 MAIN STREETHOPKINTONMA01748PCHOPKINTON TOBACCO INITIATIVE$9,341
HUDSON BOARD OF HEALTH
78 MAIN STREETHUDSONMA01749PCBUILDING COMMUNITY CAPACITY IN DEVELOPMENTAL ASSETS THROUGH TRAINING$10,000
LATINO HEALTH INSURANCE PROGRAM INC
88 WAVERLY STREET SUITE 150 1STFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - SUPPORT SERVICES INSURANCE ENROLLMENT$75,000FLOOR
LEARNING CENTER FOR THE DEAF
848 CENTRAL STREETFRAMINGHAMMA01701PCTHE LEARNING CENTER FOR THE DEAF / WALDEN COMMUNITY SERVICES - OUTPATIENT MENTAL HEALTH CLINIC FOR DEAF CHILDREN AND FAMILIES$10,000
LOVIN' SPOONFULS INC
1304 COMMONWEALTH AVE SUITE EBOSTONMA02134PCBASIC HEALTH NEEDS - FOOD INSECURITY$100,000
MARLBOROUGH PUBLIC SCHOOLS
17 WASHINGTON STREETMARLBOROUGHMA017522225PCMHS TRANSITIONS PROGRAM$50,750
MASSACHUSETTS BAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481PCNURSING CURRICULUM REDESIGN AND HEALTH CAREERS ACADEMY PROJECT$14,882
METROWEST FREE MEDICAL PROGRAM
C/O CONGREGATION BETH EL 105 HUDSONSUDBURYMA01776PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$75,000RD
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCJUVENILE IMMIGRANT RELIEF PROJECT$33,955
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP$112,500
METROWEST WORKER CENTER
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCINJURED WORKER PROJECT$10,000
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01702PCMW SAPA PRIORITIZING PREVENTION IN METROWEST$12,500
MILFORD PUBLIC SCHOOLS
31 W FOUNTAIN STREETMILFORDMA01757PC"EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT"$15,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCASSISTANCE WITH HEALTH SERVICES$10,000
NEEDHAM COUNCIL ON AGING
300 HILLSIDE AVENEEDHAMMA02492PCLYFT PILOT PROGRAM$10,000
OUT METROWEST
PO BOX 2122FRAMINGHAMMA01703PCMEETING THE NEEDS OF LGBTQ+ YOUTH OF COLOR$10,356
RIA HOUSE INC - READYINSPIREACT
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCIMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF SEXUAL EXPLOITATION, TRAFFICKING, & PROSTITUTION$14,996
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - OPERATING$125,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$112,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$112,500
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$112,500
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCWALSH MIDDLE SCHOOL MENTAL HEALTH ACCESS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,802,127TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,581,228ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,788,678ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,369,906ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,369,906TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BOSTON FOUNDATIONPFAFF FUND
175 ARLINGTON STREETBOSTONMA02116$33,206Yes (X)
BNY MELLON BANKCHICKERING FUND
2201 WASHINGTON STREETBOSTONMA02108$245,076Yes (X)
US TRUSTCLARK FOUNDATION
3100 WESTMINSTER STREETPROVIDENCERI02903$23,868Yes (X)
US TRUSTSARAH E WHITE TRUST
4100 WESTMINSTER STREETPROVIDENCERI02903$17,604Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$35,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$35,000DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyFIXED ASSETSPropertyDesc
Cost Or Other Basis$142,923CostOrOtherBasisAmt
Prior Year Depreciation$129,331PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Rt0.000000000000Rt
Current Year Expense$0CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionMETROWEST RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS AND DISTRIBUTED AN AMOUNT EQUAL IN VALUE TO THE CONTRIBUTIONS RECEIVED. AS SUCH METROWEST IS ELECTING TO DISTRIBUTE THE QUALIFYING DISTRIBUTIONS OUT OF CORPUS PURSUANT TO REGULATION 53.4942(A)-3(D)(2).THE TRUST DISTRIBUTIONS INCLUDE THE FOLLOWING:1. CHICKERING TRUST C/O MELLON BANK- $245,0762. CLARK TRUST C/O BANK OF AMERICA- $23,8683. SARAH WHITE TRUST C/O BANK OF AMERICA- $17,604ElectionDesc

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$7,391,293USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,391,293USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CREDIT OBLIGATION - FIXED INCOMEFMV$6,859,303$6,859,303
BOND FUNDS - FIXED INCOMEFMV$5,701,638$5,701,638
GLOBAL EUQITIES - EQUITIESFMV$19,908,578$19,908,578
US EQUITIES - EQUITIESFMV$23,441,235$23,441,235
HEDGE FUNDS - ALTERNATIVE INVESTMENTSFMV$24,765,905$24,765,905
COMMODITIES FUND - ALTERNATIVE INVESTMENTSFMV$3,489,954$3,489,954
REAL ESTATE FUNDS - ALTERNATIVE INVESTMENTSFMV$2,641,594$2,641,594

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED ASSETSCategoryOrItemTxt
Cost Or Other Basis$142,923CostOrOtherBasisAmt
Accumulated Depreciation$129,331AccumulatedDepreciationAmt
Book Value$13,592BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$567LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$567DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTERESTS IN PERPETUAL TRUSTSDesc
BOY Book Value$7,559,704BOYBookValueAmt
EOY Book Value$7,344,377EOYBookValueAmt
EOYFMV$7,344,377EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$5,082,170
GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS$215,327

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEB & COMPUTER SUPPORT$55,858$0$0$55,858
INSURANCE$7,877$0$0$7,877
EQUIPMENT RENTAL$7,913$0$0$7,913
OFFICE SUPPLIES AND SUPPORT$27,548$0$0$27,548
INVESTMENT FEES$469,649$469,649$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN DEFERRED EXCISE TAXESDesc
Amt$104,302Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAXES$501,734$397,432
FUNDS HELD FOR OTHERS$1,130,705$1,631,776

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$196,606Amt
Net Investment Income$79,921NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$116,685DisbursementsCharitablePrpsAmt

Reduction Explanation Statement ReductionExplanationStatement

FieldValueIRS element (for citing)
Short ExplanationTHE VALUE OF THE ASSET BEFORE THE REDUCTION CLAIMED ABOVE AS OF SEPTEMBER 30, 2019 WAS $ 7,344,377. THE DISCOUNT CLAIMED IS 100% OF THE ASSET VALUE DUE TO CERTAIN RESTRICTIONS ON THE ASSET AS NOTED. THE FOUNDATION RECORDS ITS DESIGNATED INTEREST IN OUTSIDE PERPETUAL TRUSTS WHERE THE TRUSTEES DO NOT HAVE VARIANCE POWER. THE FOUNDATION COMPUTES ITS INTEREST BY MULTIPLYING THE ITS DESIGNATED INTEREST PERCENTAGE BY THE VALUE OF THE INVESTMENTS OF THE TRUST. THE TRUSTEES OF THE VARIOUS PERPETUAL TRUSTS RETAIN ALL DISCRETION OVER THE INVESTMENT AND DISTRIBUTION OF TRUST ASSETS. THE FOUNDATION CLAIMS A BLOCKAGE ASSOCIATED WITH THE FULL VALUE OF ITS INTEREST IN PERPETUAL TRUSTS. ASSETS DISTRIBUTED FROM THE TRUSTS ARE USED TO SATISFY PRIVATE FOUNDATION DISTRIBUTION REQUIREMENTS FOR EACH TRUST. AS SUCH, THE DISTRIBUTIONS MADE BY THE FOUNDATION FROM TRUST INCOME ARE ADJUSTED FROM THE FOUNDATION'S QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION FROM CORPUS PURSUANT TO 53.4942(A)-3(D)(2).ShortExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX EXPENSECategoryTxt
Amt$47,472Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt