2019-05-13T09:42:48-05:00 2018-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2018-01-01 043266789 FOUNDATION FOR METROWEST INC FOUN 5086472260 3 ELIOT STREET NATICK MA 01760 JOHN J O'NEIL III CHAIRMAN 5086472260 2019-03-20 1 RICHARD B DIONNE P00142882 9784522500 2019-03-20 50.198.108.100 2019-03-20 12:54:22 ED P E50173BB0E7251B92ABA3208533083A4A3FB6EFD 96DAE84E2B294F4EBA6098DE69A2E413076FB490 2018 2019-02-21 02:37:17Z JUDITH SALERNO 3 ELIOT STREET NATICK MA 01760 10722539 0 X WWW.FOUNDATIONFORMETROWEST.ORG X 1995 MA 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. 16 16 12 60 0 2000 4899074 3845129 13525 -4767 623061 865195 -32559 -53955 5503101 4651602 1240893 1366990 0 0 914818 995488 0 0 489441 577156 492514 2732867 2854992 2770234 1796610 22989071 22699842 965267 923572 22023804 21776270 X 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. 0 0 1945159 1366990 -4767 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING 1945159 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 12 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X THE ORGANIZATION 5086472260 3 ELIOT STREET NATICK MA 01760 DAVID SHUMAN TRUSTEE 5.00 X 0 0 0 ANDREA SUSSMAN TRUSTEE 5.00 X 0 0 0 TOM CROTTY MEMBER AT LARGE 5.00 X X 0 0 0 SUSAN ELLIOTT TREASURER 5.00 X X 0 0 0 PATTY GANNON TRUSTEE 5.00 X 0 0 0 JAMES HANRAHAN SECRETARY 5.00 X X 0 0 0 JOHN O'NEIL III CHAIR 5.00 X X 0 0 0 SUSAN KAVOOGIAN TRUSTEE 5.00 X 0 0 0 MARGARET RAMSEY TRUSTEE 5.00 X 0 0 0 KYLE SCHAFFER TRUSTEE 5.00 X 0 0 0 KENNETH VONA MEMBER AT LARGE 5.00 X X 0 0 0 LOUIS CROSIER VICE CHAIR 5.00 X X 0 0 0 ROLAND HOCH MEMBER AT LARGE 5.00 X X 0 0 0 MICHAEL MCAULIFFE TRUSTEE 5.00 X 0 0 0 CHRISTOPHER GULLOTTI TRUSTEE 5.00 X 0 0 0 STEVEN SCHEINKOPF TRUSTEE 5.00 X 0 0 0 DAVID BANNON TRUSTEE 5.00 X 0 0 0 PAUL GRIFFIN TRUSTEE 5.00 X 0 0 0 GARRY HOLMES TRUSTEE 5.00 X 0 0 0 TIM KING TRUSTEE 5.00 X 0 0 0 PAMELA LESSER TRUSTEE 5.00 X 0 0 0 ROB VIGODA TRUSTEE 5.00 X 0 0 0 JUDITH SALERNO EXECUTIVE DIRECTOR 40.00 X 161640 0 24507 161640 0 24507 2 0 1 0 0 481625 3363504 376722 3845129 WORKSHOPS 900099 7388 7388 ADMINISTRATIVE FEE REVENUE 523000 -12155 -12155 -4767 444709 444709 6422901 6002415 420486 420486 420486 14567 481625 68522 -53955 -53955 4651602 -4767 0 811240 1343583 1343583 23407 23407 186147 130303 55844 686026 345155 134382 206489 11904 5387 3125 3392 45658 22864 9051 13743 65753 26512 19463 19778 27951 27951 61627 61627 55609 8004 47605 32778 6200 21953 4625 53173 35048 18125 60000 24192 17760 18048 5445 2195 1612 1638 4059 4059 3092 3092 DEVELOPMENT EXPENSES 100154 100154 PROGRAM SUPPORT 84037 84037 REPAIRS AND MAINTENANCE 4589 4589 2854992 1945159 420392 489441 654227 787267 730400 295400 2907027 2611979 136 9378 13804 117477 107295 7241 10182 18438717 18789901 242081 191173 22989071 22699842 10680 26257 20000 954587 877315 965267 923572 X 15518192 16181794 6505612 5594476 22023804 21776270 22989071 22699842 X 1796610 -2011023 -33121 X 0 1 X 1 0 X 2973546 2761066 3548501 4899074 3845129 18027316 2973546 2761066 3548501 4899074 3845129 18027316 4855377 13171939 315398 265707 323804 376015 444709 1725633 19752949 60481 0.66680 0.70910 X 48 309965 406921 4603815 1 1 13891057 2088744 -878151 917393 139827 14044430 11148674 1978534 1633029 498309 370871 13891057 8037701 1237416 581965 222724 -1514316 11148674 6197254 2383984 -150815 483616 -90894 8037701 6217342 184727 186724 184630 206909 6197254 0.77270 0.22730 0.00000 0 0 117477 107295 10182 10182 AGENCY ENDOWMENTS 686142 OPERATING LEASE LIABILITY 191173 877315 X 2610884 -2011023 68522 -1942501 4553385 61627 36590 98217 4651602 2858418 68522 68522 2789896 61627 3469 65096 2854992 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. SPRING INSPIRATIONAL EVENT 200517 196361 4156 6625 19037 COMMUNITY LEADERSHIP BREAKFAST 295675 285264 10411 10411 32449 496192 481625 14567 17036 51486 68522 -53955 1 A PLACE TO TURN 99 HARTFORD STREET NATICK MA 01760 042790777 501(C)(3) 16550 GENERAL SUPPORT BABSON COLLEGE 231 FOREST STREET WELLESLEY MA 02457 042103544 501(C)(3) 10000 GENERAL SUPPORT BETHANY HILL PLACE 89 BETHANY ROAD FRAMINGHAM MA 01702 042493492 501(C)(3) 15000 2018 FAMILY SUPPORT GRANT CALIFORNIA COLLEGIATE CHARTER SCHOOL 5929 S VERMONT AVE LOS ANGELES CA 90044 474047034 501(C)(3) 25000 GENERAL SUPPORT FRAMINGHAM ADULT ESL PROGRAM FUND PO BOX 4860 NATICK MA 01702 043266789 501(C)(3) 64750 GENERAL SUPPORT FRIENDS OF THE SOUTHBOROUGH YOUTH COMMISSION 17 COMMON STREET SOUTHBOROUGH MA 01772 048102730 501(C)(3) 24500 GENERAL SUPPORT FRIENDS OF WELLESLEY COUNCIL ON AGING 219 WASHINGTON STREET WELLESLEY HILLS MA 02481 462371545 501(C)(3) 30699 GENERAL SUPPORT GAINING GROUND INC PO BOX 374 CONCORD MA 01742 043083976 501(C)(3) 5100 GENERAL SUPPORT HABITAT FOR HUMANITY - METROWEST GREATER WORCESTER 640 LINCOLN STREET SUITE 100 WORCESTER MA 01605 222583590 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT HOPE AND COMFORT INC PO BOX 241 NEWTON MA 02464 451329518 501(C)(3) 15000 GENERAL SUPPORT HOPE WORLDWIDE NEW ENGLAND INC 214 CONCORD ST FRAMINGHAM MA 01702 043148787 501(C)(3) 7500 GENERAL SUPPORT JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 017026265 042730898 501(C)(3) 44500 GENERAL SUPPORT MASSACHUSETTS ALLIANCE OF PORTUGESE SPEAKERS 1046 CAMBRIDGE ST CAMBRIDGE MA 02139 042596270 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT MASSACHUSETTS AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 042104702 501(C)(3) 11000 GENERAL SUPPORT MASSACHUSETTS RIVERS ALLIANCE 2343 MASSACHUSETTS AVENUE CAMBRIDGE MA 02140 208387704 501(C)(3) 6000 GENERAL SUPPORT METROWEST LEGAL SERVICES INC 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 043177488 501(C)(3) 20000 GENERAL SUPPORT MORE THAN WORDS 56 FELTON STREET WALTHAM MA 02453 042784985 501(C)(3) 10500 GENERAL SUPPORT NATICK HIGH SCHOOL 15 WEST STREET NATICK MA 01760 043164739 8400 GENERAL SUPPORT NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 042433772 501(C)(3) 14000 2018 YEAR END BASIC NEEDS GRANT ONE FAMILY INC 800 SOUTH STREET - SUITE 610 WALTHAM MA 02453 542076936 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT OPEN TABLE INC PO BOX 42 CONCORD MA 01742 043048933 501(C)(3) 15500 GENERAL SUPPORT REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 042735449 501(C)(3) 16100 GENERAL SUPPORT SMOC - VOICES AGAINST VIOLENCE 7 BISHOP STREET FRAMIINGHAM MA 01702 042389659 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT SOUTHBOROUGH HISTORICAL SOCIETY 25 COMMON STREET SOUTHBOROUGH MA 017720003 237131696 501(C)(3) 10000 GENERAL SUPPORT SUDBURY COMMUNITY FOOD PANTRY 160 CONCORD ROAD SUDBURY MA 01776 043237546 501(C)(3) 9595 GENERAL SUPPORT THE DISCOVERY MUSEUMS 177 MAIN STREET ACTON MA 01720 042741645 501(C)(3) 5630 GENERAL SUPPORT THRIVE SUPPORT AND ADVOCACY 65 BOSTON POST ROAD SUITE 220 MARLBOROUGH MA 01752 042532990 501(C)(3) 30000 GENERAL SUPPORT WALNUT HILL SCHOOL FOR THE ARTS 12 HIGHLAND STREET NATICK MA 01760 042103636 501(C)(3) 25000 BIRTHDAY CELEBRATION EVENTS WATCH INC 24 CRESCENT STREET SUITE 201 WALTHAM MA 02453 222918528 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01702 237451423 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT ARLEKIN PLAYERS 368 HILLSIDE AVENUE NEEDHAM HEIGHTS MA 02494 273380121 501(C)(3) 10000 2018 ARTS & CULTURE GRANT ASSOCIATED GRANT MAKERS 133 FEDERAL STREET SUITE 802 BOSTON MA 02108 042457605 501(C)(3) 10000 GENERAL SUPPORT A-T CHILDREN'S PROJECT 5300 W HILLSBORO BLVD105 COCONUT CREEK FL 33073 650427215 501(C)(3) 15000 GENERAL SUPPORT BUDGET BUDDIES 114 TURNPIKE ROAD 2D CHELMSFORD MA 01824 900688545 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT COMMUNITY DAY CENTER OF WALTHAM 16 FELTON STREET WALTHAM MA 02454 562325323 501(C)(3) 7500 2018 YEAR END BASIC NEEDS GRANT CULTURAL ALLIANCE OF MEDFIELD 3 ALDER RD MEDFIELD MA 02052 473735323 501(C)(3) 21000 2018 ARTS & CULTURE GRANT DANIEL'S TABLE INC 102 FOUNTAIN STREET FRAMINGHAM MA 01702 473166043 501(C)(3) 15500 GENERAL SUPPORT DECORDOVA SCULPTURE PARK AND MUSEUM 51 SANDY POND ROAD LINCOLN MA 01773 042067315 501(C)(3) 10000 2018 ARTS & CULTURE GRANT DEDHAM FOOD PANTRY 100 RIVER RIDGE DRIVE SUITE 203 DEDHAM MA 02027 043098455 501(C)(3) 7095 GENERAL SUPPORT EMPLOYMENT OPTIONS INC 82 BRIGHAM STREET MARLBOROUGH MA 01752 237089596 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT ENGLISH AT LARGE 800 W CUMMINGS PARK STE 5550 WOBURN MA 01801 043050593 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT FAMILYACCESS OF NEWTON 492 WALTHAM STREET WEST NEWTON MA 02465 042232418 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT FIDELITY CHARITABLE GIFT FUND PO BOX 55158 BOSTON MA 022055158 110303001 501(C)(3) 38172 GENERAL SUPPORT FOOD LINK INC 17 BRATTLE STREET SUITE 17 ARLINGTON MA 02476 471840355 501(C)(3) 5855 GENERAL SUPPORT FRAMINGHAM DOWNTOWN RENAISSANCE INC 129 CONCORD ST SUITE 25 FRAMINGHAM MA 01702 262634709 501(C)(3) 10000 2018 ARTS & CULTURE GRANT FRIENDS OF THE SOUTHBOROUGH COUNCIL ON AGING SOUTHBOROUGH SENIOR CENTER 9 CORDAVILLE ROAD SOUTHBOROUGH MA 01772 043399851 501(C)(3) 10000 GENERAL SUPPORT GIFTS OF HOPE UNLIMITED PO BOX 338 SUDBURY MA 01776 813625517 501(C)(3) 5300 GENERAL SUPPORT HARVARD WOMEN'S LACROSSE COACH ENDOWMENT 124 MOUNT AUBURN STREET 4TH FL CAMBRIDGE MA 02138 501(C)(3) 10000 GENERAL SUPPORT HORIZONS AT DEDHAM COUNTRY DAY 90 SANDY VALLEY ROAD DEDHAM MA 02026 042106704 501(C)(3) 5500 GENERAL SUPPORT JEFF'S PLACE 34 DELOSS STREET 2ND FLOOR FRAMINGHAM MA 01702 450920240 501(C)(3) 15000 2018 FAMILY SUPPORT GRANT LAND'S SAKE 27 CRESCENT STREET WESTON MA 02493 042702759 501(C)(3) 8250 GENERAL SUPPORT LEXINGTON NATURE TRUST 1625 MASSACHUSETTS AVENUE LEXINGTON MA 02420 041234567 5200 GENERAL SUPPORT LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM INC 40 BAKER BRIDGE ROAD LINCOLN MA 01773 043139666 501(C)(3) 11000 GENERAL SUPPORT LOVIN' SPOONFULS 1304 COMMONWEALTH AVENUE SUITE E BOSTON MA 02134 271810597 501(C)(3) 15000 GENERAL SUPPORT MARLBOROUGH COMMUNITY DEVELOPMENT 27 PROSPECT STREET MARLBOROUGH MA 01752 593765860 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT METALWERX 50 GUINAN STREET WALTHAM MA 02451 134261443 501(C)(3) 10000 2018 ARTS & CULTURE GRANT MIDDLESEX HUMAN SERVICE AGENCY INC (MHSA) 50 PROSPECT STREET SUITE 3 WALTHAM MA 02453 042626387 501(C)(3) 11500 2018 YEAR END BASIC NEEDS GRANT MINUTE MAN ARC FOR HUMAN SERVICES 35 FOREST RIDGE ROAD CONCORD MA 01742 042269230 501(C)(3) 7700 GENERAL SUPPORT NEW REPERTORY THEATRE 400 TALCOTT AVENUE BUILDING 131 SECOND FLOOR WATERTOWN MA 02472 222831171 501(C)(3) 10000 2018 ARTS & CULTURE GRANT PROJECT CITIZENSHIP 4 FANEUIL SOUTH MARKET BUILDING 3RD FLOOR BOSTON MA 02109 371769643 501(C)(3) 10750 2018 FAMILY SUPPORT GRANT RIVER'S EDGE ARTS ALLIANCE 155 APSLEY STREET HUDSON MA 017491697 043171305 501(C)(3) 5400 2018 ARTS & CULTURE GRANT ROSE ART MUSEUM 415 SOUTH STREET WALTHAM MA 02453 10000 2018 ARTS & CULTURE GRANT SALVATION ARMY - FRAMINGHAM CORPS 59 HOWARD STREET FRAMINGHAM MA 01704 046226300 501(C)(3) 9495 GENERAL SUPPORT SHERBORN RURAL LAND FOUNDATION PO BOX 190 SHERBORN MA 01770 237424463 501(C)(3) 36100 GENERAL SUPPORT SOUTH MIDDLESEX OPPORTUNITY INC 7 BISHOP ST FRAMINGHAM MA 01702 042389659 501(C)(3) 7500 2018 YEAR END BASIC NEEDS GRANT SPARK KINDNESS INC PO BOX 823 NATICK MA 01760 455037162 501(C)(3) 10000 2018 FAMILY SUPPORT GRANT SVDP FOOD SUPPLEMENT PROGRAM OF LINCOLN PO BOX 324 LINCOLN MA 01773 900637051 5210 GENERAL SUPPORT THE CHILDREN'S ROOM 1210 MASSACHUSETTS AVE ARLINGTON MA 02476 043316013 501(C)(3) 7500 GENERAL SUPPORT THOM CHILD & FAMILY SERVICES 251 W CENTRAL STREET 22 NATICK MA 01760 042104268 501(C)(3) 6800 2018 FAMILY SUPPORT GRANT WALTHAM BOYS AND GIRLS CLUB 20 EXCHANGE STREET WALTHAM MA 02451 042103927 501(C)(3) 5500 GENERAL SUPPORT WALTHAM LAND TRUST PO BOX 54-1120 WALTHAM MA 02454 043492978 501(C)(3) 7000 GENERAL SUPPORT WELLESLEY FREE LIBRARY 530 WASHINGTON STREET WELLESLEY MA 02482 8245 GENERAL SUPPORT WELLESLEY HEALTH DEPARTMENT 90 WASHINGTON STREET WELLESLEY MA 02482 5000 GENERAL SUPPORT WELLESLEY THEATRE PROJECT 39 STANDISH ROAD WELLESLEY MA 02481 454189831 501(C)(3) 7686 GENERAL SUPPORT 70 3 SCHOLARSHIPS 13 23407 PART I, LINE 2: GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS. X 0 0 0 0 0 0 0 0 0 JUDITH SALERNO EXECUTIVE DIRECTOR 161640 0 0 0 0 0 0 0 24507 0 186147 0 0 0 X 24 376722 QUOTED STOCK PRICE 0 1 1 PART I, LINE 32B: STOCK CONTRIBUTIONS ARE SOLD BY INVESTMENT MANAGERS IMMEDIATELY UPON NOTIFICATION OF RECEIPT THEN THEY ARE REINVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY. 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.