FOUNDATION FOR METROWEST INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR METROWEST INC (EIN 04-3266789)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201911339349302491
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T09:42:48-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043266789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR METROWEST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 5086472260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ELIOT STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J O'NEIL III | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5086472260 | PhoneNum |
| Signature | 2019-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2019-03-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.198.108.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-20 | IPDt |
| IP Tm | 12:54:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E50173BB0E7251B92ABA3208533083A4A3FB6EFD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 96DAE84E2B294F4EBA6098DE69A2E413076FB490 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUDITH SALERNO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ELIOT STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,722,539 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOUNDATIONFORMETROWEST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILNTHROPY 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 Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,000 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,899,074 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,845,129 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,525 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | -$4,767 | CYProgramServiceRevenueAmt |
| PY Investment Income | $623,061 | PYInvestmentIncomeAmt |
| CY Investment Income | $865,195 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$32,559 | PYOtherRevenueAmt |
| CY Other Revenue | -$53,955 | CYOtherRevenueAmt |
| PY Total Revenue | $5,503,101 | PYTotalRevenueAmt |
| CY Total Revenue | $4,651,602 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,240,893 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,366,990 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $914,818 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $995,488 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $489,441 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $577,156 | PYOtherExpensesAmt |
| CY Other Expenses | $492,514 | CYOtherExpensesAmt |
| PY Total Expenses | $2,732,867 | PYTotalExpensesAmt |
| CY Total Expenses | $2,854,992 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,770,234 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,796,610 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,989,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,699,842 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $965,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $923,572 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,023,804 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,776,270 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,945,159 | ExpenseAmt |
| Grant | $1,366,990 | GrantAmt |
| Revenue | -$4,767 | RevenueAmt |
| Desc | TO 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 | $1,945,159 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086472260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ELIOT STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DAVID SHUMAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA SUSSMAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TOM CROTTY | ||||||
| MEMBER AT LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN ELLIOTT | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATTY GANNON | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES HANRAHAN | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN O'NEIL III | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN KAVOOGIAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET RAMSEY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KYLE SCHAFFER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH VONA | ||||||
| MEMBER AT LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LOUIS CROSIER | ||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROLAND HOCH | ||||||
| MEMBER AT LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL MCAULIFFE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER GULLOTTI | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN SCHEINKOPF | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BANNON | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL GRIFFIN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GARRY HOLMES | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TIM KING | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA LESSER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROB VIGODA | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH SALERNO | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $161,640 | $0 | $24,507 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $161,640 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,507 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $481,625 | FundraisingAmt |
| All Other Contributions | $3,363,504 | AllOtherContributionsAmt |
| Noncash Contributions | $376,722 | NoncashContributionsAmt |
| Total Contributions | $3,845,129 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WORKSHOPS | 900099 | $7,388 | $7,388 |
| ADMINISTRATIVE FEE REVENUE | 523000 | -$12,155 | -$12,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | -$4,767 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $444,709 | TotalRevenueColumnAmt |
| Exclusion | $444,709 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,422,901 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,002,415 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $420,486 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,486 | TotalRevenueColumnAmt |
| Exclusion | $420,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,567 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $481,625 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,522 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,955 | TotalRevenueColumnAmt |
| Exclusion | -$53,955 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,651,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,767 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $811,240 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,343,583 | TotalAmt |
| Program Services | $1,343,583 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,407 | TotalAmt |
| Program Services | $23,407 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,147 | TotalAmt |
| Management And General | $130,303 | ManagementAndGeneralAmt |
| Fundraising | $55,844 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,026 | TotalAmt |
| Program Services | $345,155 | ProgramServicesAmt |
| Management And General | $134,382 | ManagementAndGeneralAmt |
| Fundraising | $206,489 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,904 | TotalAmt |
| Program Services | $5,387 | ProgramServicesAmt |
| Management And General | $3,125 | ManagementAndGeneralAmt |
| Fundraising | $3,392 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,658 | TotalAmt |
| Program Services | $22,864 | ProgramServicesAmt |
| Management And General | $9,051 | ManagementAndGeneralAmt |
| Fundraising | $13,743 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,753 | TotalAmt |
| Program Services | $26,512 | ProgramServicesAmt |
| Management And General | $19,463 | ManagementAndGeneralAmt |
| Fundraising | $19,778 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,951 | TotalAmt |
| Management And General | $27,951 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,627 | TotalAmt |
| Program Services | $61,627 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,609 | TotalAmt |
| Management And General | $8,004 | ManagementAndGeneralAmt |
| Fundraising | $47,605 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,778 | TotalAmt |
| Program Services | $6,200 | ProgramServicesAmt |
| Management And General | $21,953 | ManagementAndGeneralAmt |
| Fundraising | $4,625 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,173 | TotalAmt |
| Management And General | $35,048 | ManagementAndGeneralAmt |
| Fundraising | $18,125 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $24,192 | ProgramServicesAmt |
| Management And General | $17,760 | ManagementAndGeneralAmt |
| Fundraising | $18,048 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,445 | TotalAmt |
| Program Services | $2,195 | ProgramServicesAmt |
| Management And General | $1,612 | ManagementAndGeneralAmt |
| Fundraising | $1,638 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,059 | TotalAmt |
| Management And General | $4,059 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,092 | TotalAmt |
| Management And General | $3,092 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DEVELOPMENT EXPENSES | $100,154 | $100,154 | ||
| PROGRAM SUPPORT | $84,037 | $84,037 | ||
| REPAIRS AND MAINTENANCE | $4,589 | $4,589 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,854,992 | TotalAmt |
| Program Services | $1,945,159 | ProgramServicesAmt |
| Management And General | $420,392 | ManagementAndGeneralAmt |
| Fundraising | $489,441 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,227 | BOYAmt |
| EOY | $787,267 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,400 | BOYAmt |
| EOY | $295,400 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,027 | BOYAmt |
| EOY | $2,611,979 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $136 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,378 | BOYAmt |
| EOY | $13,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $117,477 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $107,295 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,241 | BOYAmt |
| EOY | $10,182 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,438,717 | BOYAmt |
| EOY | $18,789,901 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,081 | BOYAmt |
| EOY | $191,173 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,989,071 | BOYAmt |
| EOY | $22,699,842 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,680 | BOYAmt |
| EOY | $26,257 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,587 | BOYAmt |
| EOY | $877,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,267 | BOYAmt |
| EOY | $923,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,518,192 | BOYAmt |
| EOY | $16,181,794 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,505,612 | BOYAmt |
| EOY | $5,594,476 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,023,804 | BOYAmt |
| EOY | $21,776,270 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,989,071 | BOYAmt |
| EOY | $22,699,842 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,796,610 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,011,023 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$33,121 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,973,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,761,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,548,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,899,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,845,129 | CurrentTaxYearAmt |
| Total | $18,027,316 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,973,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,761,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,548,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,899,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,845,129 | CurrentTaxYearAmt |
| Total | $18,027,316 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,855,377 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,171,939 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $315,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $265,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $323,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $376,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $444,709 | CurrentTaxYearAmt |
| Total | $1,725,633 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,752,949 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $60,481 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 48 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $309,965 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $406,921 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,603,815 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,891,057 | BeginningYearBalanceAmt |
| Contributions | $2,088,744 | ContributionsAmt |
| Investment Earnings Or Losses | -$878,151 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $917,393 | GrantsOrScholarshipsAmt |
| Other Expenditures | $139,827 | OtherExpendituresAmt |
| End Year Balance | $14,044,430 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,148,674 | BeginningYearBalanceAmt |
| Contributions | $1,978,534 | ContributionsAmt |
| Investment Earnings Or Losses | $1,633,029 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $498,309 | GrantsOrScholarshipsAmt |
| Other Expenditures | $370,871 | OtherExpendituresAmt |
| End Year Balance | $13,891,057 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,037,701 | BeginningYearBalanceAmt |
| Contributions | $1,237,416 | ContributionsAmt |
| Investment Earnings Or Losses | $581,965 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $222,724 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,514,316 | OtherExpendituresAmt |
| End Year Balance | $11,148,674 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,197,254 | BeginningYearBalanceAmt |
| Contributions | $2,383,984 | ContributionsAmt |
| Investment Earnings Or Losses | -$150,815 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $483,616 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$90,894 | OtherExpendituresAmt |
| End Year Balance | $8,037,701 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,217,342 | BeginningYearBalanceAmt |
| Contributions | $184,727 | ContributionsAmt |
| Investment Earnings Or Losses | $186,724 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $184,630 | GrantsOrScholarshipsAmt |
| Other Expenditures | $206,909 | OtherExpendituresAmt |
| End Year Balance | $6,197,254 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.77270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22730 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,295 | DepreciationAmt |
| Book Value | $10,182 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,182 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENTS | $686,142 |
| OPERATING LEASE LIABILITY | $191,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $877,315 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,610,884 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,011,023 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $68,522 | OtherRevenueAmt |
| Revenue Not Reported | -$1,942,501 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,553,385 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $61,627 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $36,590 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $98,217 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,651,602 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,858,418 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $68,522 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $68,522 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,789,896 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $61,627 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,469 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $65,096 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,854,992 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE 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. |
| PART X, LINE 2: | THE ORGANIZATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL 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 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 GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES 68,522. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GIFTS TO AGENCY ENDOWMENT FUNDS 36,590. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES 68,522. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS FROM AGENCY ENDOWMENT FUNDS 3,469. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING INSPIRATIONAL EVENT | Event1Nm |
| Gross Receipts Event1 | $200,517 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $196,361 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,156 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $6,625 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $19,037 | OtherDirectExpensesEvent1Amt |
| Event2 | COMMUNITY LEADERSHIP BREAKFAST | Event2Nm |
| Gross Receipts Event2 | $295,675 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $285,264 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,411 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $10,411 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $32,449 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $496,192 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $481,625 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,567 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $17,036 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $51,486 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $68,522 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$53,955 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (74 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PLACE TO TURN | ||||||||
| 99 HARTFORD STREET | NATICK | MA | 01760 | 042790777 | 501(C)(3) | $16,550 | GENERAL SUPPORT | |
| BABSON COLLEGE | ||||||||
| 231 FOREST STREET | WELLESLEY | MA | 02457 | 042103544 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| BETHANY HILL PLACE | ||||||||
| 89 BETHANY ROAD | FRAMINGHAM | MA | 01702 | 042493492 | 501(C)(3) | $15,000 | 2018 FAMILY SUPPORT GRANT | |
| CALIFORNIA COLLEGIATE CHARTER SCHOOL | ||||||||
| 5929 S VERMONT AVE | LOS ANGELES | CA | 90044 | 474047034 | 501(C)(3) | $25,000 | GENERAL SUPPORT | |
| FRAMINGHAM ADULT ESL PROGRAM FUND | ||||||||
| PO BOX 4860 | NATICK | MA | 01702 | 043266789 | 501(C)(3) | $64,750 | GENERAL SUPPORT | |
| FRIENDS OF THE SOUTHBOROUGH YOUTH COMMISSION | ||||||||
| 17 COMMON STREET | SOUTHBOROUGH | MA | 01772 | 048102730 | 501(C)(3) | $24,500 | GENERAL SUPPORT | |
| FRIENDS OF WELLESLEY COUNCIL ON AGING | ||||||||
| 219 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | 462371545 | 501(C)(3) | $30,699 | GENERAL SUPPORT | |
| GAINING GROUND INC | ||||||||
| PO BOX 374 | CONCORD | MA | 01742 | 043083976 | 501(C)(3) | $5,100 | GENERAL SUPPORT | |
| HABITAT FOR HUMANITY - METROWEST GREATER WORCESTER | ||||||||
| 640 LINCOLN STREET SUITE 100 | WORCESTER | MA | 01605 | 222583590 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| HOPE AND COMFORT INC | ||||||||
| PO BOX 241 | NEWTON | MA | 02464 | 451329518 | 501(C)(3) | $15,000 | GENERAL SUPPORT | |
| HOPE WORLDWIDE NEW ENGLAND INC | ||||||||
| 214 CONCORD ST | FRAMINGHAM | MA | 01702 | 043148787 | 501(C)(3) | $7,500 | GENERAL SUPPORT | |
| JEWISH FAMILY SERVICE OF METROWEST | ||||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 017026265 | 042730898 | 501(C)(3) | $44,500 | GENERAL SUPPORT | |
| MASSACHUSETTS ALLIANCE OF PORTUGESE SPEAKERS | ||||||||
| 1046 CAMBRIDGE ST | CAMBRIDGE | MA | 02139 | 042596270 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| MASSACHUSETTS AUDUBON SOCIETY | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | 042104702 | 501(C)(3) | $11,000 | GENERAL SUPPORT | |
| MASSACHUSETTS RIVERS ALLIANCE | ||||||||
| 2343 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02140 | 208387704 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| METROWEST LEGAL SERVICES INC | ||||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | 043177488 | 501(C)(3) | $20,000 | GENERAL SUPPORT | |
| MORE THAN WORDS | ||||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | 042784985 | 501(C)(3) | $10,500 | GENERAL SUPPORT | |
| NATICK HIGH SCHOOL | ||||||||
| 15 WEST STREET | NATICK | MA | 01760 | 043164739 | $8,400 | GENERAL SUPPORT | ||
| NATICK SERVICE COUNCIL INC | ||||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | 042433772 | 501(C)(3) | $14,000 | 2018 YEAR END BASIC NEEDS GRANT | |
| ONE FAMILY INC | ||||||||
| 800 SOUTH STREET - SUITE 610 | WALTHAM | MA | 02453 | 542076936 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| OPEN TABLE INC | ||||||||
| PO BOX 42 | CONCORD | MA | 01742 | 043048933 | 501(C)(3) | $15,500 | GENERAL SUPPORT | |
| REACH BEYOND DOMESTIC VIOLENCE | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | 042735449 | 501(C)(3) | $16,100 | GENERAL SUPPORT | |
| SMOC - VOICES AGAINST VIOLENCE | ||||||||
| 7 BISHOP STREET | FRAMIINGHAM | MA | 01702 | 042389659 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| SOUTHBOROUGH HISTORICAL SOCIETY | ||||||||
| 25 COMMON STREET | SOUTHBOROUGH | MA | 017720003 | 237131696 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| SUDBURY COMMUNITY FOOD PANTRY | ||||||||
| 160 CONCORD ROAD | SUDBURY | MA | 01776 | 043237546 | 501(C)(3) | $9,595 | GENERAL SUPPORT | |
| THE DISCOVERY MUSEUMS | ||||||||
| 177 MAIN STREET | ACTON | MA | 01720 | 042741645 | 501(C)(3) | $5,630 | GENERAL SUPPORT | |
| THRIVE SUPPORT AND ADVOCACY | ||||||||
| 65 BOSTON POST ROAD SUITE 220 | MARLBOROUGH | MA | 01752 | 042532990 | 501(C)(3) | $30,000 | GENERAL SUPPORT | |
| WALNUT HILL SCHOOL FOR THE ARTS | ||||||||
| 12 HIGHLAND STREET | NATICK | MA | 01760 | 042103636 | 501(C)(3) | $25,000 | BIRTHDAY CELEBRATION EVENTS | |
| WATCH INC | ||||||||
| 24 CRESCENT STREET SUITE 201 | WALTHAM | MA | 02453 | 222918528 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| ADVOCATES INC | ||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01702 | 237451423 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| ARLEKIN PLAYERS | ||||||||
| 368 HILLSIDE AVENUE | NEEDHAM HEIGHTS | MA | 02494 | 273380121 | 501(C)(3) | $10,000 | 2018 ARTS & CULTURE GRANT | |
| ASSOCIATED GRANT MAKERS | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02108 | 042457605 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| A-T CHILDREN'S PROJECT | ||||||||
| 5300 W HILLSBORO BLVD105 | COCONUT CREEK | FL | 33073 | 650427215 | 501(C)(3) | $15,000 | GENERAL SUPPORT | |
| BUDGET BUDDIES | ||||||||
| 114 TURNPIKE ROAD 2D | CHELMSFORD | MA | 01824 | 900688545 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| COMMUNITY DAY CENTER OF WALTHAM | ||||||||
| 16 FELTON STREET | WALTHAM | MA | 02454 | 562325323 | 501(C)(3) | $7,500 | 2018 YEAR END BASIC NEEDS GRANT | |
| CULTURAL ALLIANCE OF MEDFIELD | ||||||||
| 3 ALDER RD | MEDFIELD | MA | 02052 | 473735323 | 501(C)(3) | $21,000 | 2018 ARTS & CULTURE GRANT | |
| DANIEL'S TABLE INC | ||||||||
| 102 FOUNTAIN STREET | FRAMINGHAM | MA | 01702 | 473166043 | 501(C)(3) | $15,500 | GENERAL SUPPORT | |
| DECORDOVA SCULPTURE PARK AND MUSEUM | ||||||||
| 51 SANDY POND ROAD | LINCOLN | MA | 01773 | 042067315 | 501(C)(3) | $10,000 | 2018 ARTS & CULTURE GRANT | |
| DEDHAM FOOD PANTRY | ||||||||
| 100 RIVER RIDGE DRIVE SUITE 203 | DEDHAM | MA | 02027 | 043098455 | 501(C)(3) | $7,095 | GENERAL SUPPORT | |
| EMPLOYMENT OPTIONS INC | ||||||||
| 82 BRIGHAM STREET | MARLBOROUGH | MA | 01752 | 237089596 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| ENGLISH AT LARGE | ||||||||
| 800 W CUMMINGS PARK STE 5550 | WOBURN | MA | 01801 | 043050593 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| FAMILYACCESS OF NEWTON | ||||||||
| 492 WALTHAM STREET | WEST NEWTON | MA | 02465 | 042232418 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| FIDELITY CHARITABLE GIFT FUND | ||||||||
| PO BOX 55158 | BOSTON | MA | 022055158 | 110303001 | 501(C)(3) | $38,172 | GENERAL SUPPORT | |
| FOOD LINK INC | ||||||||
| 17 BRATTLE STREET SUITE 17 | ARLINGTON | MA | 02476 | 471840355 | 501(C)(3) | $5,855 | GENERAL SUPPORT | |
| FRAMINGHAM DOWNTOWN RENAISSANCE INC | ||||||||
| 129 CONCORD ST SUITE 25 | FRAMINGHAM | MA | 01702 | 262634709 | 501(C)(3) | $10,000 | 2018 ARTS & CULTURE GRANT | |
| FRIENDS OF THE SOUTHBOROUGH COUNCIL ON AGING | ||||||||
| SOUTHBOROUGH SENIOR CENTER 9 | SOUTHBOROUGH | MA | 01772 | 043399851 | 501(C)(3) | $10,000 | GENERAL SUPPORT | CORDAVILLE ROAD |
| GIFTS OF HOPE UNLIMITED | ||||||||
| PO BOX 338 | SUDBURY | MA | 01776 | 813625517 | 501(C)(3) | $5,300 | GENERAL SUPPORT | |
| HARVARD WOMEN'S LACROSSE COACH ENDOWMENT | ||||||||
| 124 MOUNT AUBURN STREET 4TH FL | CAMBRIDGE | MA | 02138 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||
| HORIZONS AT DEDHAM COUNTRY DAY | ||||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | 042106704 | 501(C)(3) | $5,500 | GENERAL SUPPORT | |
| JEFF'S PLACE | ||||||||
| 34 DELOSS STREET 2ND FLOOR | FRAMINGHAM | MA | 01702 | 450920240 | 501(C)(3) | $15,000 | 2018 FAMILY SUPPORT GRANT | |
| LAND'S SAKE | ||||||||
| 27 CRESCENT STREET | WESTON | MA | 02493 | 042702759 | 501(C)(3) | $8,250 | GENERAL SUPPORT | |
| LEXINGTON NATURE TRUST | ||||||||
| 1625 MASSACHUSETTS AVENUE | LEXINGTON | MA | 02420 | 041234567 | $5,200 | GENERAL SUPPORT | ||
| LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM INC | ||||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | 043139666 | 501(C)(3) | $11,000 | GENERAL SUPPORT | |
| LOVIN' SPOONFULS | ||||||||
| 1304 COMMONWEALTH AVENUE SUITE E | BOSTON | MA | 02134 | 271810597 | 501(C)(3) | $15,000 | GENERAL SUPPORT | |
| MARLBOROUGH COMMUNITY DEVELOPMENT | ||||||||
| 27 PROSPECT STREET | MARLBOROUGH | MA | 01752 | 593765860 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| METALWERX | ||||||||
| 50 GUINAN STREET | WALTHAM | MA | 02451 | 134261443 | 501(C)(3) | $10,000 | 2018 ARTS & CULTURE GRANT | |
| MIDDLESEX HUMAN SERVICE AGENCY INC (MHSA) | ||||||||
| 50 PROSPECT STREET SUITE 3 | WALTHAM | MA | 02453 | 042626387 | 501(C)(3) | $11,500 | 2018 YEAR END BASIC NEEDS GRANT | |
| MINUTE MAN ARC FOR HUMAN SERVICES | ||||||||
| 35 FOREST RIDGE ROAD | CONCORD | MA | 01742 | 042269230 | 501(C)(3) | $7,700 | GENERAL SUPPORT | |
| NEW REPERTORY THEATRE | ||||||||
| 400 TALCOTT AVENUE BUILDING 131 | WATERTOWN | MA | 02472 | 222831171 | 501(C)(3) | $10,000 | 2018 ARTS & CULTURE GRANT | SECOND FLOOR |
| PROJECT CITIZENSHIP | ||||||||
| 4 FANEUIL SOUTH MARKET BUILDING 3RD | BOSTON | MA | 02109 | 371769643 | 501(C)(3) | $10,750 | 2018 FAMILY SUPPORT GRANT | FLOOR |
| RIVER'S EDGE ARTS ALLIANCE | ||||||||
| 155 APSLEY STREET | HUDSON | MA | 017491697 | 043171305 | 501(C)(3) | $5,400 | 2018 ARTS & CULTURE GRANT | |
| ROSE ART MUSEUM | ||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | $10,000 | 2018 ARTS & CULTURE GRANT | |||
| SALVATION ARMY - FRAMINGHAM CORPS | ||||||||
| 59 HOWARD STREET | FRAMINGHAM | MA | 01704 | 046226300 | 501(C)(3) | $9,495 | GENERAL SUPPORT | |
| SHERBORN RURAL LAND FOUNDATION | ||||||||
| PO BOX 190 | SHERBORN | MA | 01770 | 237424463 | 501(C)(3) | $36,100 | GENERAL SUPPORT | |
| SOUTH MIDDLESEX OPPORTUNITY INC | ||||||||
| 7 BISHOP ST | FRAMINGHAM | MA | 01702 | 042389659 | 501(C)(3) | $7,500 | 2018 YEAR END BASIC NEEDS GRANT | |
| SPARK KINDNESS INC | ||||||||
| PO BOX 823 | NATICK | MA | 01760 | 455037162 | 501(C)(3) | $10,000 | 2018 FAMILY SUPPORT GRANT | |
| SVDP FOOD SUPPLEMENT PROGRAM OF LINCOLN | ||||||||
| PO BOX 324 | LINCOLN | MA | 01773 | 900637051 | $5,210 | GENERAL SUPPORT | ||
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | 043316013 | 501(C)(3) | $7,500 | GENERAL SUPPORT | |
| THOM CHILD & FAMILY SERVICES | ||||||||
| 251 W CENTRAL STREET 22 | NATICK | MA | 01760 | 042104268 | 501(C)(3) | $6,800 | 2018 FAMILY SUPPORT GRANT | |
| WALTHAM BOYS AND GIRLS CLUB | ||||||||
| 20 EXCHANGE STREET | WALTHAM | MA | 02451 | 042103927 | 501(C)(3) | $5,500 | GENERAL SUPPORT | |
| WALTHAM LAND TRUST | ||||||||
| PO BOX 54-1120 | WALTHAM | MA | 02454 | 043492978 | 501(C)(3) | $7,000 | GENERAL SUPPORT | |
| WELLESLEY FREE LIBRARY | ||||||||
| 530 WASHINGTON STREET | WELLESLEY | MA | 02482 | $8,245 | GENERAL SUPPORT | |||
| WELLESLEY HEALTH DEPARTMENT | ||||||||
| 90 WASHINGTON STREET | WELLESLEY | MA | 02482 | $5,000 | GENERAL SUPPORT | |||
| WELLESLEY THEATRE PROJECT | ||||||||
| 39 STANDISH ROAD | WELLESLEY | MA | 02481 | 454189831 | 501(C)(3) | $7,686 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 70 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 13 | RecipientCnt |
| Cash Grant | $23,407 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH SALERNO | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $161,640 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $24,507 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $186,147 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $376,722 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED STOCK PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TOM CROTTY AND DAVID BANNON HAVE A BUSINESS RELATIONSHIP. MICHAEL MCAULIFFE IS THE PRESIDENT OF MIDDLESEX SAVINGS BANK AND HAS BUSINESS RELATIONSHIPS WITH JIM HANRAHAN, JOHN O'NEIL, SUSAN ELLIOT, GARRY HOLMES, AND DAVID BANNON. DAVID SHUMAN AND GARRY HOLMES HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE AUDIT COMMITTEE WITH THE AUDITORS, THEN COPIES ARE PROVIDED TO ALL TRUSTEES FOR REVIEW AT THE NEXT FULL BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT 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, PART VI, SECTION B, LINE 15 | EXECUTIVE 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, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORMS 990 AND FORM 1023 ARE AVAILABLE ON THE ORGANIZATION'S WEB SITE, ON GUIDESTAR AND UPON REQUEST AT THE ORGANIZATION'S OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 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 9: | NET AGENCY ENDOWMENT ACTIVITY -33,121. |
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