2020-01-08T10:31:44-06:00 2019-09-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBORO MA 01581 990PF 2018-10-01 042121342 METROWEST HEALTH FOUNDATION INC METR 5088797625 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 MARTIN COHEN PRESIDENT, CEO 5088797625 2020-01-08 1 THOMAS WASHBURN CPA P01375551 5083669100 2020-01-07 2018 2022-09-23 18:48:47Z X 103769843 X 340765 2581228 2581228 2788678 22268756 2788678 5710671 5369906 0 264087 43944 0 220143 364195 0 0 364195 189076 18215 0 170861 567 0 0 567 35000 0 0 35000 196606 79921 0 116685 47472 0 0 0 11609 0 0 132751 9242 0 123509 63217 1761 0 61456 23944 0 0 23944 568845 469649 0 99196 1897369 622732 0 1215556 2517665 3443643 4415034 622732 0 4659199 1295637 4747174 0 66488 116992 116992 1963851 1948218 1948218 46809 147164 147164 820929 7391293 7391293 97727840 86808207 86808207 142923 129331 24126 13592 13592 7559704 7344377 7344377 108209747 103769843 103769843 216113 202975 3728104 2802127 1632439 2029208 5576656 5034310 X 85027983 81556016 10045404 9835140 7559704 7344377 102633091 98735533 108209747 103769843 102633091 1295637 104302 104033030 5297497 98735533 PUBLICLY TRADED P 17420047 16638730 781317 781317 ALTERNATE FUNDS P 2018-04-01 2019-04-01 1333494 841348 492146 492146 ALTERNATE FUNDS P 2018-01-02 2019-01-02 3515215 2000000 1515215 1515215 2788678 0 4635455 99872308 0.046414 4342875 92192608 0.047107 4945243 88968114 0.055584 3374870 94080684 0.035872 4282891 95817606 0.044698 0.229675 0.045935 96747664 4444104 47472 4491576 4660274 X 47472 0 47472 0 47472 135297 0 0 135297 0 87825 87825 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.MWHEALTH.ORG MARTIN COHEN PRESIDENT CEO 5088797625 161 WORCESTER ROAD FRAMINGHAM MA 01701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ANNE MARIE BOURSIQUOT KING 161 WORCESTER RD FRAMINGHAM MA 01701 CHAIR 5.00 0 0 0 LINO COVARRUBIAS 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 JOHN CORRON 161 WORCESTER RD FRAMINGHAM MA 01701 TREASURER 5.00 0 0 0 ANNA CAROLLO CROSS 161 WORCESTER RD FRAMINGHAM MA 01701 CLERK 5.00 0 0 0 ALAN GELLER 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 SIMONE GILL 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 CAROL GLOFF 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 WILLIAM GRAHAM 161 WORCESTER RD FRAMINGHAM MA 01701 VICE CHAIR 5.00 0 0 0 KATHLEEN HERRMAN 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 WILLIAM IBERG 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 JOHN KRIKORIAN 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 COLEEN TORONTO 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 MARTIN COHEN 161 WORCESTER RD FRAMINGHAM MA 01701 PRESIDENT 40.00 264087 56895 0 REBECCA DONHAM 161 WORCESTER RD FRAMINGHAM MA 01701 SENIOR PROGRAM OFFIC 36.00 110292 41279 0 CATHY GLOVER 161 WORCESTER RD FRAMINGHAM MA 01701 GRANTS MANAGEMENT DI 40.00 106547 35328 0 REBECCA GALLO 161 WORCESTER RD FRAMINGHAM MA 01701 SENIOR PROGRAM OFFIC 36.00 88257 9934 0 KATHERINE BAKER 161 WORCESTER RD FRAMINGHAM MA 01701 POLICY ANALYST 40.00 49400 7680 0 0 PRIME BUCHHOLZ & ASSOCIATES 273 CORPORATE DRIVE PORTSMOUTH NH 03801 INVESTMENT CONSULTING 79921 PRESIDENT & FELLOWS OF HARVARD COLLEGE MASSACHUSETTS HALL CAMBRIDGE MA 02138 TRAINING & TECHNICAL ASSISTANCE 60000 0 1. 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. 344403 0 45979041 688162 51553776 98220979 7344377 0 98220979 1473315 96747664 4837383 4837383 47472 47472 4789911 0 4789911 0 4789911 4659199 0 1075 4660274 47472 4612802 4789911 2426691 0 0 4660274 2426691 0 286548 1947035 0 0 0 286548 0 0 0 0 2842876 286548 0 0 MARTIN COHEN PRESIDENT METROWEST HE 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 5088797625 APPLICATIONS MUST FOLLOW A STANDARD REQUEST FOR PROPOSALS THAT INCLUDES A DESCRIPTION OF THE UNMET HEALTH NEED TO BE ADDRESSED, PROGRAM GOALS AND OBJECTIVES, BUDGET, AND BUDGET NARRATIVE. THE FOUNDATION HAS TWO SUBMISSION DEADLINES PER YEAR (SPRING/FALL). AWARDS ARE LIMITED TO PROPOSALS THAT ADDRESS AN UNMET HEALTH NEED IN THE 25-TOWN AREA SERVED BY THE FOUNDATION. ELIGIBLE APPLICANTS ARE EITHER TAX- EXEMPT ORGANIZATIONS 501(C)(3) OR GOVERNMENTAL ENTITIES. SEE THE FOUNDATION'S WEB SITE AT WWW.MWHEALTH.ORG FOR FURTHER INFORMATION. MARTIN COHEN PRESIDENT METROWEST HE 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 5088797625 COMPLETED CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND FEDERAL FINANCIAL AID FORM. APPLICATIONS SHOULD BE SUBMITTED TO THE FOUNDATION OFFICE. SCHOLARSHIPS ARE AVAILABLE FOR CERTAIN NURSING, MEDICAL AND CLINICAL PROGRAMS, AND ARE BASED ON FINANCIAL NEED, ACADEMIC PERFORMANCE, AND DEMONSTRATED MOTIVATION AND CHARACTER TO OBTAIN A FORMAL EDUCATION IN A NURSING, MEDICAL OR CLINICAL PROFESSION. SCHOLARSHIPS ARE LIMITED TO RESIDENTS OR EMPLOYEES OF TOWNS IN THE FOUNDATION'S SERVICE AREA. APPLICANTS MUST COMPLETE A CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND SUBMIT ALL REQUIRED ATTACHMENTS TO THE FOUNDATION OFFICE. STUDENTS MUST ALSO COMPLETE A FEDERAL FINANCIAL AID FORM. APPLICATIONS ARE REVIEWED BY THE FOUNDATION'S SCHOLARSHIP COMMITTEE AS THEY ARE RECEIVED AND MAY BE SUBMITTED BETWEEN APRIL 15TH AND MAY 31ST AND OCTOBER 15TH AND NOVEMBER 30TH. SCHOLARSHIPS ARE AWARDED FOR TUITION FEES ONLY UP TO A MAXIMUM OF $2,000. ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75000 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC PSYCHIATRIC ACCESS PROJECT 55016 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC IDENTIFYING, DEVELOPING AND ADDRESSING BARRIERS TO BEHAVIORAL HEALTHCARE FOR THE BRAZILIAN POPULATION IN FRAMINGHAM 140000 ASSOCIATED GRANT MAKERS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 PC MASSACHUSETTS CENSUS EQUITY FUND 50000 BAYPATH ELDER SERVICES INC 33 BOSTON POST ROAD WEST STE 510 MARLBOROUGH MA 017521853 PC LGBT ELDER INITIATIVE 17953 BAYPATH ELDER SERVICES INC 33 BOSTON POST ROAD WEST STE 510 MARLBOROUGH MA 017521853 PC LGBTQ+ INITIATIVE 17368 BELLINGHAM PUBLIC SCHOOLS 4 MECHANIC STREET BELLINGHAM MA 02019 PC SEL: ENHANCING STUDENTS' CAPACITY FOR SUCCESSFUL ENGAGEMENT 32500 BRAZILIAN AMERICAN CENTER BRACE 560 WAVERLY STREET FRAMINGHAM MA 01702 PC ENHANCING THE MENTAL HEALTH OF LATIN AMERICAN ADOLESCENTS AND THEIR FAMILIES IN FRAMINGHAM, CONTINUATION PROJECT 2019 15458 CITY OF FRAMINGHAM - BOARD OF HEALTH 150 CONCORD STREET FRAMINGHAM MA 01702 PC ADOPTING A HEALTH EQUITY FRAMEWORK AT THE MUNICIPAL LEVEL 10750 CITY OF FRAMINGHAM - BOARD OF HEALTH 150 CONCORD STREET FRAMINGHAM MA 01702 PC SOUTH FRAMINGHAM INITIATIVE 83250 CITY OF FRAMINGHAM - BOARD OF HEALTH 150 CONCORD STREET FRAMINGHAM MA 01702 PC REGIONAL NALOXONE DISTRIBUTION PROGRAM 11450 COUNCIL ON FOUNDATIONS 2121 CRYSTAL DRIVE SUITE 700 ARLINGTON VA 22202 PC EFFECTIVE PHILANTHROPY 13100 DANIEL'S TABLE 10 PEARL STREET FRAMINGHAM MA 01702 PC COOKING UP A STORM 19992 DANIEL'S TABLE 10 PEARL STREET FRAMINGHAM MA 01702 PC BUILDING CAPACITY TO DELIVER FOOD SECURITY 19500 DANIEL'S TABLE 10 PEARL STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS 25000 DOVER-SHERBORN REGIONAL SCHOOLS 157 FARM STREET DOVER MA 02030 PC DOVER-SHERBORN HIGH SCHOOL TRANSITION PROGRAM 41500 EDUCATION DEVELOPMENT CENTER INC 43 FOUNDRY AVENUE WALTHAM MA 024538313 PC 2018 METROWEST ADOLESCENT HEALTH SURVEY 198086 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 650 LINCOLN STREET WORCESTER MA 01605 PC CLINICAL CARE MANAGEMENT IN HIGH RISK PATIENTS 62500 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 650 LINCOLN STREET WORCESTER MA 01605 PC BASIC HEALTH NEEDS - METROWEST MEDS PRESCRIPTION ASSISTANCE 150000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 650 LINCOLN STREET WORCESTER MA 01605 PC BASIC HEALTH NEEDS - ORAL HEALTH CARE 50000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 650 LINCOLN STREET WORCESTER MA 01605 PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 175000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 650 LINCOLN STREET WORCESTER MA 01605 PC REFERRAL MANAGEMENT PROJECT 20000 TOWN OF FRAMINGHAM - BOARD OF HEALTH 150 CONCORD STREET SUITE 221 FRAMINGHAM MA 01702 PC AGE AND DEMENTIA FRIENDLY FRAMINGHAM 9620 FRAMINGHAM HOUSING AUTHORITY 1 JOHN J BRADY DR FRAMINGHAM MA 01702 PC ELDERLY AND DISABLED PUBLIC HOUSING AIR CONDITIONING UNITS 19944 FRAMINGHAM POLICE DEPARTMENT 1 WILLIAM WELCH WAY FRAMINGHAM MA 01702 PC GUN BUY-BACK PROGRAM 10000 FRAMINGHAM PUBLIC SCHOOLS 73 MT WAYTE AVE SUITE 5 FRAMINGHAM MA 01702 PC EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT 32500 FRANKLIN COUNCIL ON AGING 10 DANIEL MCCAHILL STREET FRANKLIN MA 02038 PC MAKING FRANKLIN A DEMENTIA FRIENDLY COMMUNITY 5856 FRANKLIN COUNCIL ON AGING 10 DANIEL MCCAHILL STREET FRANKLIN MA 02038 PC DEMENTIA FRIENDLY FRANKLIN 9798 FRANKLIN FOOD PANTRY 43 WEST CENTRAL STREET PO BOX 116 FRANKLIN MA 02038 PC TRAUMA INFORMED CARE AND CRISIS TRAINING 2150 GRANT MAKERS IN HEALTH 1100 CONNECTICUT AVE NW SUITE 1200 WASHINGTON DC 20036 PC EFFECTIVE PHILANTHROPY 8075 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS 1310 L STREET NW SUITE 650 WASHINGTON DC 20005 PC EFFECTIVE PHILANTHROPY 2090 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC IMMIGRANT HEALTH ACCESS PROJECT 13250 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 25000 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC IMMIGRANT HEALTH ACCESS PROJECT 7785 HEALTH LAW ADVOCATES INC ONE FEDERAL STREET BOSTON MA 02110 PC LEGAL AID EMERGENCY RESPONSE TO NEW PUBLIC CHARGE RULE 20000 HESSCO ELDER SERVICES ONE MERCHANT STREET SHARON MA 02067 PC BETTER NUTRITION, BETTER HEALTH 20000 HESSCO ELDER SERVICES ONE MERCHANT STREET SHARON MA 02067 PC LGBT ELDER SOCIAL MEAL PROGRAM 10293 HOME CARE AIDE FOUNDATION 46 FARWELL STREET NEWTON MA 02460 PC ENGAGEMENT THROUGH HOME CARE: ADDRESSING ISOLATION AMONG MASSACHUSETTS' MOST VULNERABLE 20000 HOPEDALE PUBLIC SCHOOLS 25 ADIN STREET HOPEDALE MA 01747 PC TRANSITION SUPPORT PROGRAM 72500 HOPKINTON PUBLIC SCHOOLS 89 HAYDEN ROWE STREET HOPKINTON MA 01748 PC HOPKINTON MIDDLE SCHOOL START 36562 HUDSON BOARD OF HEALTH 78 MAIN STREET HUDSON MA 01749 PC BUILDING COMMUNITY CAPACITY IN DEVELOPMENTAL ASSETS THROUGH TRAINING 10000 HUDSON COUNCIL ON AGING 29 CHURCH STREET HUDSON MA 01749 PC DAYBREAK 25000 HUDSON PUBLIC SCHOOLS 155 APSLEY STREET HUDSON MA 01749 PC PATHWAYS TO ACADEMIC AND THERAPEUTIC HELP (PATH) 35737 HUDSON PUBLIC SCHOOLS 155 APSLEY STREET HUDSON MA 01749 PC HUDSON HIGH SCHOOL THERAPEUTIC ACADEMIC SUPPORT PROGRAM (T.A.S.) 8200 JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC 34 DELOSS STREET SECOND FLOOR FRAMINGHAM MA 01702 PC PARENTING WHILE GRIEVING WORKSHOPS 9000 LATINO HEALTH INSURANCE PROGRAM INC 88 WAVERLY STREET SUITE 150 1ST FLOOR FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - SUPPORT SERVICES INSURANCE ENROLLMENT 50000 LEARNING CENTER FOR THE DEAF 848 CENTRAL STREET FRAMINGHAM MA 01701 PC WALDEN COMMUNITY SERVICES ELECTRONIC MEDICAL RECORD 20000 LEARNING CENTER FOR THE DEAF 848 CENTRAL STREET FRAMINGHAM MA 01701 PC THE LEARNING CENTER FOR THE DEAF / WALDEN COMMUNITY SERVICES - OUTPATIENT MENTAL HEALTH CLINIC FOR DEAF CHILDREN AND FAMILIES 10000 LOVIN' SPOONFULS INC 1304 COMMONWEALTH AVE SUITE E BOSTON MA 02134 PC BASIC HEALTH NEEDS - FOOD INSECURITY 50000 MARLBOROUGH PUBLIC SCHOOLS DISTRICT EDUCATION CENTER 17 WASHINGTON ST MARLBOROUGH MA 017522225 PC MHS TRANSITIONS PROGRAM 51758 MASSACHUSETTS ASSOCIATION FOR THE BLIND 200 IVY STREET BROOKLINE MA 02446 PC METROWEST ADJUSTMENT COUNSELING EXPANSION INITIATIVE FOR SENIORS WITH VISION LOSS 7500 MASSACHUSETTS ASSOCIATION FOR THE BLIND 200 IVY STREET BROOKLINE MA 02446 PC NATICK ASSISTIVE TECHNOLOGY TRAINING CENTER FOR SENIORS WITH VISION LOSS 10000 MASSACHUSETTS BAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 PC NURSING CURRICULUM REDESIGN AND HEALTH CAREERS ACADEMY PROJECT 14881 METROWEST FREE MEDICAL PROGRAM C/O CONGREGATION BETH EL 105 HUDSON RD SUDBURY MA 01776 PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 50000 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC JUVENILE IMMIGRANT RELIEF PROJECT 68536 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP 75000 METROWEST NONPROFIT NETWORK INC PO BOX 1661 FRAMINGHAM MA 01701 PC TECHNICAL CONSULTING SERVICES TO SUPPORT THE MANAGEMENT OF DANIEL'S TABLE 13248 METROWEST REGIONAL TRANSIT AUTHORITY (MWRTA) 15 BLANDIN AVENUE FRAMINGHAM MA 01702 PC DIVERSITY, EQUITY, AND INCLUSION (DEI) TRAINING 26000 METROWEST WORKER CENTER 116 CONCORD STREET SUITE 11 FRAMINGHAM MA 01702 PC INJURED WORKER ACCOMPANIMENT PROJECT 10000 METROWEST WORKER CENTER 116 CONCORD STREET SUITE 11 FRAMINGHAM MA 01702 PC INJURED WORKER PROJECT 10000 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 PC MW SAPA PRIORITIZING PREVENTION IN METROWEST 12500 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 PC CAPITAL CAMPAIGN 100000 MILFORD COUNCIL ON AGING 60 NORTH BOW STREET MILFORD MA 01757 PC WELLNESS PROGRAM 6000 MILFORD PUBLIC SCHOOLS 31 W FOUNTAIN STREET MILFORD MA 01757 PC "EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT" 32500 NATICK COUNCIL ON AGING 117 EAST CENTRAL STREET NATICK MA 01760 PC NATICK CONVERSATION PROJECT 99000 NATICK HOUSING AUTHORITY 4 COTTAGE STREET NATICK MA 01760 PC NHA RESIDENT SERVICES COORDINATOR 33180 NATICK PUBLIC SCHOOLS 13 E CENTRAL STREET NATICK MA 01760 PC "UNDERSTANDING DIVERSITY AND SUPPORTING OUR LGBTQ (LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER/QUESTIONING)YOUTH" 10000 NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 PC FOOD SECURITY PROGRAM 20000 NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 PC FOOD PANTRY 15000 NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 PC ASSISTANCE WITH HEALTH SERVICES 10000 NEEDHAM COUNCIL ON AGING 300 HILLSIDE AVE NEEDHAM MA 02492 PC EXPAND ACCESS TO BEHAVIORAL HEALTH SERVICES FOR SENIORS 40000 NEEDHAM HEALTH DEPARTMENT 178 ROSEMARY STREET NEEDHAM MA 02494 PC CONCUSSION PREVENTION, EDUCATION, AND TRAINING IN NEEDHAM 10000 NEEDHAM HEALTH DEPARTMENT 178 ROSEMARY STREET NEEDHAM MA 02494 PC HEALTHY AGING NEEDHAM 10000 NEEDHAM PUBLIC SCHOOLS 1330 HIGHLAND AVENUE NEEDHAM MA 02492 PC IMPROVING STUDENT HEALTH BY ADDRESSING RACIAL DISCRIMINATION 20000 NEEDHAM YOUTH & FAMILY SERVICES DIVISION 1471 HIGHLAND AVENUE NEEDHAM MA 02492 PC MENTAL HEALTH FIRST AID 10000 NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS 53 PARKERVILLE ROAD SOUTHBOROUGH MA 01772 PC STUDENT TIERED EDUCATIONAL PROGRAM FOR SUCCESS STEPS PROGRAM 74729 OUT METROWEST PO BOX 2122 FRAMINGHAM MA 01703 PC MEETING THE NEEDS OF LGBTQ+ YOUTH OF COLOR 10358 A PLACE TO TURN 99 HARTFORD STREET NATICK MA 01760 PC FOOD PANTRY 15000 RIA HOUSE INC - READYINSPIREACT 330 COCHITUATE ROAD 1784 FRAMINGHAM MA 01701 PC IMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF SEXUAL EXPLOITATION, TRAFFICKING, & PROSTITUTION 14996 RIVERSIDE COMMUNITY CARE 270 BRIDGE STREET SUITE 301 DEDHAM MA 02026 PC BASIC HEALTH NEEDS - OPERATING 25000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - HOMELESSNESS 75000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC SMOC PEER RECOVERY COACH PROGRAM 46473 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC GREATER FRAMINGHAM HUNGER NETWORK (GFHN) 10000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC FRAMINGHAM COMMUNITY CENTER CAPITAL GRANT 250000 SPARK KINDNESS INC PO BOX 823 NATICK MA 01760 PC SPARK ACADEMY: PUTTING PRINCIPLES INTO PRACTICE 15611 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75000 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC WALSH MIDDLE SCHOOL MENTAL HEALTH ACCESS 10000 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC PROMOTING A CULTURALLY-DIVERSE WORKFORCE 29990 WELLESLEY COLLEGE WELLESLEY CENTERS FOR WOMEN 106 CENTRAL STREET WELLESLEY MA 02481 PC DEPRESSION/SUICIDE PREVENTION FOR ADOLESCENTS IN HOLLISTON 34422 WILLIAM JAMES COLLEGE ONE WELLS AVENUE NEWTON MA 02459 PC PROMOTING HEALTH EQUITY THROUGH A BEHAVIORAL HEALTH CAREER PIPELINE 11178 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 UNIVERSITY OF MASSACHUSETTS 100 WILLIAM T MORRISSEY BLVD BOSTON MA 02125 PC NURSING SCHOLARSHIP 2000 QUINNIPIAC UNIVERSITY 275 MT CARAMEL AVE HAMDEN CT 06518 PC NURSING SCHOLARSHIP 1000 TUFTS UNIVERSITY 200 WESTBORO ROAD NORTH GRAFTON MA 01536 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 1000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 1000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 WESTFIELD STATE UNIVERSITY 333 WESTERN AVE WESTFIELD MA 01086 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 NEW ENGLAND COLLEGE OF OPTOMETRY 424 BEACON STREET BOSTON MA 02115 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 1000 ALBANY MEDICAL COLLEGE 47 NEW SCOTLAND AVE MC1 ALBANY NY 122083479 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 2000 WALDEN UNIVERSITY 100 WASHINGTON AVE SOUTH MINNEAPOLIS MN 55401 PC MEDICAL/CLINICAL SCHOLARSHIP 1000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 PC NURSING SCHOLARSHIP 2000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 PC NURSING SCHOLARSHIP 2000 UNIVERSITY OF MASSACHUSETTS 220 PAWTUCKET ST LOWELL MA 01854 PC NURSING SCHOLARSHIP 2000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 PC NURSING SCHOLARSHIP 2000 QUINNIPIAC UNIVERSITY 275 MT CARMEL AVE HAMDEN CT 06518 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 UNIVERSITY OF MASSACHUSETTS 181 PRESIDENTS DRIVE AMHERST MA 01003 PC NURSING SCHOLARSHIP 2000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 PC NURSING SCHOLARSHIP 1000 BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 PC NURSING SCHOLARSHIP 1000 ENDICOTT COLLEGE 376 HALE STREET BEVERLY MA 01915 PC NURSING SCHOLARSHIP 2000 UNIVERSITY OF MASSACHUSETTS 181 PRESIDENTS DRIVE AMHERST MA 01003 PC NURSING SCHOLARSHIP 2000 WORCESTER STATE COLLEGE 486 CHANDLER ST WORCESTER MA 01602 PC NURSING SCHOLARSHIP 2000 UNIVERSITY OF PITTSBURGH 4200 FIFTH AVE PITTSBURG PA 05260 PC NURSING SCHOLARSHIP 1000 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 PC NURSING SCHOLARSHIP 2000 WORCESTER STATE COLLEGE 486 CHANDLER ST WORCESTER MA 01602 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 01481 PC MEDICAL/CLINICAL SCHOLARSHIP 1000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY MA 02481 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 SIMMONS COLLEGE 300 THE FENWAY BOSTON MA 02115 PC NURSING SCHOLARSHIP 2000 REGIS COLLEGE 235 WELLESLEY STREET WESTON MA 02493 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 SIMMONS COLLEGE 300 THE FENWAY BOSTON MA 02115 PC NURSING SCHOLARSHIP 2000 YALE UNIVERSITY 100 CHURCH STREET SOUTH A250 NEW HAVEN CT 06520 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY MA 02481 PC MEDICAL/CLINICAL SCHOLARSHIP 2000 SAINT ANSELM COLLEGE 100 ST ANSELM DR MANCHESTER NH 03102 PC NURSING SCHOLARSHIP 2000 BECKER COLLEGE 61 SEVER STREET WORCESTER MA 01609 PC NURSING SCHOLARSHIP 2000 3443643 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 112500 BAYPATH ELDER SERVICES INC 33 BOSTON POST ROAD WEST STE 510 MARLBOROUGH MA 017521853 PC LGBTQ+ INITIATIVE 17368 BELLINGHAM PUBLIC SCHOOLS 4 MECHANIC STREET BELLINGHAM MA 02019 PC SEL: ENHANCING STUDENTS' CAPACITY FOR SUCCESSFUL ENGAGEMENT 15000 BRAZILIAN AMERICAN CENTER BRACE 560 WAVERLY STREET FRAMINGHAM MA 01702 PC ENHANCING THE MENTAL HEALTH OF LATIN AMERICAN ADOLESCENTS AND THEIR FAMILIES IN FRAMINGHAM, CONTINUATION PROJECT 2019 15458 DANIEL'S TABLE 10 PEARL STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS 125000 DOVER-SHERBORN REGIONAL SCHOOLS 157 FARM STREET DOVER MA 02030 PC DOVER-SHERBORN HIGH SCHOOL TRANSITION PROGRAM 12750 EDUCATION DEVELOPMENT CENTER INC 43 FOUNDRY AVENUE WALTHAM MA 024538313 PC 2020 METROWEST ADOLESCENT HEALTH SURVEY 649866 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 650 LINCOLN STREET WORCESTER MA 01605 PC BASIC HEALTH NEEDS - METROWEST MEDS PRESCRIPTION ASSISTANCE 300000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 650 LINCOLN STREET WORCESTER MA 01605 PC BASIC HEALTH NEEDS - ORAL HEALTH CARE 75000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 650 LINCOLN STREET WORCESTER MA 01605 PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 262500 TOWN OF FRAMINGHAM - BOARD OF HEALTH 150 CONCORD STREET SUITE 221 FRAMINGHAM MA 01702 PC AGE AND DEMENTIA FRIENDLY FRAMINGHAM 9620 FRAMINGHAM PUBLIC SCHOOLS 73 MT WAYTE AVE SUITE 5 FRAMINGHAM MA 01702 PC EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT 15000 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 37500 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC IMMIGRANT HEALTH ACCESS PROJECT 7785 HOPEDALE PUBLIC SCHOOLS 25 ADIN STREET HOPEDALE MA 01747 PC TRANSITION SUPPORT PROGRAM 100000 HOPKINTON HEALTH DEPARTMENT 18 MAIN STREET HOPKINTON MA 01748 PC HOPKINTON TOBACCO INITIATIVE 9341 HUDSON BOARD OF HEALTH 78 MAIN STREET HUDSON MA 01749 PC BUILDING COMMUNITY CAPACITY IN DEVELOPMENTAL ASSETS THROUGH TRAINING 10000 LATINO HEALTH INSURANCE PROGRAM INC 88 WAVERLY STREET SUITE 150 1ST FLOOR FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - SUPPORT SERVICES INSURANCE ENROLLMENT 75000 LEARNING CENTER FOR THE DEAF 848 CENTRAL STREET FRAMINGHAM MA 01701 PC THE LEARNING CENTER FOR THE DEAF / WALDEN COMMUNITY SERVICES - OUTPATIENT MENTAL HEALTH CLINIC FOR DEAF CHILDREN AND FAMILIES 10000 LOVIN' SPOONFULS INC 1304 COMMONWEALTH AVE SUITE E BOSTON MA 02134 PC BASIC HEALTH NEEDS - FOOD INSECURITY 100000 MARLBOROUGH PUBLIC SCHOOLS 17 WASHINGTON STREET MARLBOROUGH MA 017522225 PC MHS TRANSITIONS PROGRAM 50750 MASSACHUSETTS BAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 PC NURSING CURRICULUM REDESIGN AND HEALTH CAREERS ACADEMY PROJECT 14882 METROWEST FREE MEDICAL PROGRAM C/O CONGREGATION BETH EL 105 HUDSON RD SUDBURY MA 01776 PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 75000 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC JUVENILE IMMIGRANT RELIEF PROJECT 33955 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP 112500 METROWEST WORKER CENTER 116 CONCORD STREET SUITE 11 FRAMINGHAM MA 01702 PC INJURED WORKER PROJECT 10000 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01702 PC MW SAPA PRIORITIZING PREVENTION IN METROWEST 12500 MILFORD PUBLIC SCHOOLS 31 W FOUNTAIN STREET MILFORD MA 01757 PC "EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT" 15000 NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 PC ASSISTANCE WITH HEALTH SERVICES 10000 NEEDHAM COUNCIL ON AGING 300 HILLSIDE AVE NEEDHAM MA 02492 PC LYFT PILOT PROGRAM 10000 OUT METROWEST PO BOX 2122 FRAMINGHAM MA 01703 PC MEETING THE NEEDS OF LGBTQ+ YOUTH OF COLOR 10356 RIA HOUSE INC - READYINSPIREACT 330 COCHITUATE ROAD 1784 FRAMINGHAM MA 01701 PC IMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF SEXUAL EXPLOITATION, TRAFFICKING, & PROSTITUTION 14996 RIVERSIDE COMMUNITY CARE 270 BRIDGE STREET SUITE 301 DEDHAM MA 02026 PC BASIC HEALTH NEEDS - OPERATING 125000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 112500 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - HOMELESSNESS 112500 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 112500 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC WALSH MIDDLE SCHOOL MENTAL HEALTH ACCESS 10000 2802127 14 2581228 18 2788678 0 5369906 0 5369906 0 0 0 0 0 0 0 0 0 0 X X 1 BOSTON FOUNDATIONPFAFF FUND 75 ARLINGTON STREET BOSTON MA 02116 33206 X 2 BNY MELLON BANKCHICKERING FUND 201 WASHINGTON STREET BOSTON MA 02108 245076 X 3 US TRUSTCLARK FOUNDATION 100 WESTMINSTER STREET PROVIDENCE RI 02903 23868 X 4 US TRUSTSARAH E WHITE TRUST 100 WESTMINSTER STREET PROVIDENCE RI 02903 17604 X ACCOUNTING 35000 0 0 35000 FIXED ASSETS 142923 129331 SL 0.000000000000 0 0 0 METROWEST RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS AND DISTRIBUTED AN AMOUNT EQUAL IN VALUE TO THE CONTRIBUTIONS RECEIVED. AS SUCH METROWEST IS ELECTING TO DISTRIBUTE THE QUALIFYING DISTRIBUTIONS OUT OF CORPUS PURSUANT TO REGULATION 53.4942(A)-3(D)(2).THE TRUST DISTRIBUTIONS INCLUDE THE FOLLOWING:1. CHICKERING TRUST C/O MELLON BANK- $245,0762. CLARK TRUST C/O BANK OF AMERICA- $23,8683. SARAH WHITE TRUST C/O BANK OF AMERICA- $17,604 7391293 7391293 0 0 CREDIT OBLIGATION - FIXED INCOME FMV 6859303 6859303 BOND FUNDS - FIXED INCOME FMV 5701638 5701638 GLOBAL EUQITIES - EQUITIES FMV 19908578 19908578 US EQUITIES - EQUITIES FMV 23441235 23441235 HEDGE FUNDS - ALTERNATIVE INVESTMENTS FMV 24765905 24765905 COMMODITIES FUND - ALTERNATIVE INVESTMENTS FMV 3489954 3489954 REAL ESTATE FUNDS - ALTERNATIVE INVESTMENTS FMV 2641594 2641594 FIXED ASSETS 142923 129331 13592 LEGAL 567 0 0 567 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 7559704 7344377 7344377 UNREALIZED GAIN ON INVESTMENTS 5082170 GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 215327 WEB & COMPUTER SUPPORT 55858 0 0 55858 INSURANCE 7877 0 0 7877 EQUIPMENT RENTAL 7913 0 0 7913 OFFICE SUPPLIES AND SUPPORT 27548 0 0 27548 INVESTMENT FEES 469649 469649 0 0 CHANGE IN DEFERRED EXCISE TAXES 104302 DEFERRED EXCISE TAXES 501734 397432 FUNDS HELD FOR OTHERS 1130705 1631776 PROFESSIONAL FEES 196606 79921 0 116685 THE 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). EXCISE TAX EXPENSE 47472 0 0 0