FOUNDATION FOR METROWEST INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR METROWEST INC (EIN 04-3266789)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349302033
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T09:40:47-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042917204PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANSTISS & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11115 WESTFORD STREETAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01851ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043266789EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR METROWEST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone5086472260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ELIOT STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARRY HOLMESPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5086472260PhoneNum
Signature2018-04-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD B DIONNEPreparerPersonNm
PTINP00142882PTIN
Phone9784522500PhoneNum
Preparation2018-04-11PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJUDITH SALERNOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ELIOT STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,239,659GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FOUNDATIONFORMETROWEST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or Mission7THE 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 Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,548,501PYContributionsGrantsAmt
CY Contributions Grants$4,899,074CYContributionsGrantsAmt
PY Program Service Revenue$54,683PYProgramServiceRevenueAmt
CY Program Service Revenue$13,525CYProgramServiceRevenueAmt
PY Investment Income$63,306PYInvestmentIncomeAmt
CY Investment Income$623,061CYInvestmentIncomeAmt
PY Other Revenue-$54,593PYOtherRevenueAmt
CY Other Revenue-$32,559CYOtherRevenueAmt
PY Total Revenue$3,611,897PYTotalRevenueAmt
CY Total Revenue$5,503,101CYTotalRevenueAmt
PY Grants And Similar Paid$1,158,978PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,240,893CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$718,633PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$914,818CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$602,799CYTotalFundraisingExpenseAmt
PY Other Expenses$370,602PYOtherExpensesAmt
CY Other Expenses$577,156CYOtherExpensesAmt
PY Total Expenses$2,248,213PYTotalExpensesAmt
CY Total Expenses$2,732,867CYTotalExpensesAmt
PY Revenues Less Expenses$1,363,684PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,770,234CYRevenuesLessExpensesAmt
Total Assets BOY$18,155,328TotalAssetsBOYAmt
Total Assets EOY$22,989,071TotalAssetsEOYAmt
Total Liabilities BOY$595,003TotalLiabilitiesBOYAmt
Total Liabilities EOY$965,267TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,560,325NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,023,804NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILANTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,781,520ExpenseAmt
Grant$1,240,893GrantAmt
Revenue$13,525RevenueAmt
DescTO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVINGDesc
Total Program Service Expenses$1,781,520TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee15EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri Discl0QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086472260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ELIOT STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JERRY ASHCROFT
TRUSTEE5.00Yes (X)$0$0$0
GARRY HOLMES
TRUSTEE5.00Yes (X)$0$0$0
DAVID SHUMAN
VICE CHAIRMAN5.00Yes (X)$0$0$0Yes (X)
ANDREA SUSSMAN
TRUSTEE5.00Yes (X)$0$0$0
DAVID BANNON
TRUSTEE5.00Yes (X)$0$0$0
TOM CROTTY
TRUSTEE5.00Yes (X)$0$0$0
SUSAN ELLIOTT
TREASURER5.00Yes (X)$0$0$0Yes (X)
PATTY GANNON
TRUSTEE5.00Yes (X)$0$0$0
JAMES HANRAHAN
SECRETARY5.00Yes (X)$0$0$0Yes (X)
PAMELA LESSER
TRUSTEE5.00Yes (X)$0$0$0
JOHN J O'NEIL III
CHAIRMAN5.00Yes (X)$0$0$0Yes (X)
SUSAN KAVOOGIAN
TRUSTEE5.00Yes (X)$0$0$0
MARGARET RAMSEY
TRUSTEE5.00Yes (X)$0$0$0
KYLE SCHAFFER
TRUSTEE5.00Yes (X)$0$0$0
JOHN STEIGER
TRUSTEE5.00Yes (X)$0$0$0
ROBERT A VIGODA
TRUSTEE5.00Yes (X)$0$0$0
KENNETH VONA
FORMER TRUSTEE5.00Yes (X)$0$0$0
LOUIS CROSIER
TRUSTEE5.00Yes (X)$0$0$0
PAUL GRIFFIN
TRUSTEE5.00Yes (X)$0$0$0
ROLAND HOCH
TRUSTEE5.00Yes (X)$0$0$0
MICHAEL MCAULIFFE
TRUSTEE5.00Yes (X)$0$0$0
TIM KING
TRUSTEE5.00Yes (X)$0$0$0
JUDITH SALERNO
EXECUTIVE DIRECTOR40.00$165,000$0$20,436Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$165,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$20,436TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$388,087FundraisingAmt
All Other Contributions$4,510,987AllOtherContributionsAmt
Noncash Contributions$511,694NoncashContributionsAmt
Total Contributions$4,899,074TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMINISTRATIVE FEE REVENUE523000$6,913$6,913
WORKSHOPS900099$6,612$6,612
FieldValueIRS element (for citing)
Total Program Service Revenue$13,525TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$376,015TotalRevenueColumnAmt
Exclusion$376,015ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,915,615SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,668,569SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$247,046SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$247,046TotalRevenueColumnAmt
Exclusion$247,046ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$35,430FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$388,087ContriRptFundraisingEventAmt
Fundraising Direct Expenses$67,989FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$32,559TotalRevenueColumnAmt
Exclusion-$32,559ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,503,101TotalRevenueColumnAmt
Related Or Exempt Func Income$13,525RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$590,502ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,222,493TotalAmt
Program Services$1,222,493ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$18,400TotalAmt
Program Services$18,400ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$185,436TotalAmt
Management And General$92,718ManagementAndGeneralAmt
Fundraising$92,718FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$608,884TotalAmt
Program Services$341,267ProgramServicesAmt
Management And General$99,668ManagementAndGeneralAmt
Fundraising$167,949FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,659TotalAmt
Program Services$3,647ProgramServicesAmt
Management And General$2,984ManagementAndGeneralAmt
Fundraising$2,028FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$49,681TotalAmt
Program Services$28,010ProgramServicesAmt
Management And General$8,033ManagementAndGeneralAmt
Fundraising$13,638FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$62,158TotalAmt
Program Services$27,410ProgramServicesAmt
Management And General$14,632ManagementAndGeneralAmt
Fundraising$20,116FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,572TotalAmt
Management And General$31,572ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$102,239TotalAmt
Program Services$102,239ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$134,753TotalAmt
Management And General$51,690ManagementAndGeneralAmt
Fundraising$83,063FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,903TotalAmt
Program Services$8,184ProgramServicesAmt
Management And General$7,713ManagementAndGeneralAmt
Fundraising$6,006FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,766TotalAmt
Fundraising$7,766FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$59,430TotalAmt
Program Services$24,551ProgramServicesAmt
Management And General$16,861ManagementAndGeneralAmt
Fundraising$18,018FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,014TotalAmt
Program Services$1,770ProgramServicesAmt
Management And General$945ManagementAndGeneralAmt
Fundraising$1,299FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,349TotalAmt
Fundraising$8,349FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,837TotalAmt
Management And General$2,837ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,133TotalAmt
Management And General$2,133ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DEVELOPMENT EXPENSES$169,524$169,524
MISCELLANEOUS$17,257$5,182$3,549$8,526
SPECIAL EVENTS - OTHER$4,611$4,611
DUES & SUBSCRIPTIONS$4,481$4,481

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,287TotalAmt
Management And General$3,755ManagementAndGeneralAmt
Fundraising$2,532FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,732,867TotalAmt
Program Services$1,781,520ProgramServicesAmt
Management And General$348,548ManagementAndGeneralAmt
Fundraising$602,799FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,025,323BOYAmt
EOY$654,227EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$524,141BOYAmt
EOY$730,400EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,286,899BOYAmt
EOY$2,907,027EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,821BOYAmt
EOY$9,378EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$110,477LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$103,236LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,078BOYAmt
EOY$7,241EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,300,066BOYAmt
EOY$18,438,717EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$242,081EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,155,328BOYAmt
EOY$22,989,071EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$10,680EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$33,500BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$561,503BOYAmt
EOY$954,587EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$595,003BOYAmt
EOY$965,267EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,929,729BOYAmt
EOY$15,518,192EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,003,961BOYAmt
EOY$4,878,977EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,626,635BOYAmt
EOY$1,626,635EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,560,325BOYAmt
EOY$22,023,804EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,155,328BOYAmt
EOY$22,989,071EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,770,234ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,749,898NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$56,653OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,179,758CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,973,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,761,066CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,548,501CurrentTaxYearMinus1YearAmt
Current Tax Year$4,899,074CurrentTaxYearAmt
Total$16,361,945TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,179,758CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,973,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,761,066CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,548,501CurrentTaxYearMinus1YearAmt
Current Tax Year$4,899,074CurrentTaxYearAmt
Total$16,361,945TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,700,374SubstantialContributorsTotAmt
Public Support Total170$12,661,571PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$211,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$315,398CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$265,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$323,804CurrentTaxYearMinus1YearAmt
Current Tax Year$376,015CurrentTaxYearAmt
Total$1,492,873TotalAmt
FieldValueIRS element (for citing)
Total Support$17,854,818TotalSupportAmt
Gross Receipts Rltd Activities$71,431GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70910PublicSupportCY170Pct
Public Support PY1700.69880PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:FormAndLineReferenceDesc
ExplanationDESCRIPTION: CASH DATE: 07/24/20 AMOUNT: 1000000.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held49DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$666,006DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$783,802DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,357,091DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,148,674BeginningYearBalanceAmt
Contributions$1,978,534ContributionsAmt
Investment Earnings Or Losses$1,633,029InvestmentEarningsOrLossesAmt
Grants Or Scholarships$498,309GrantsOrScholarshipsAmt
Other Expenditures$370,871OtherExpendituresAmt
End Year Balance$13,891,057EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,037,701BeginningYearBalanceAmt
Contributions$1,237,416ContributionsAmt
Investment Earnings Or Losses$581,965InvestmentEarningsOrLossesAmt
Grants Or Scholarships$222,724GrantsOrScholarshipsAmt
Other Expenditures-$1,514,316OtherExpendituresAmt
End Year Balance$11,148,674EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,197,254BeginningYearBalanceAmt
Contributions$2,383,984ContributionsAmt
Investment Earnings Or Losses-$150,815InvestmentEarningsOrLossesAmt
Grants Or Scholarships$483,616GrantsOrScholarshipsAmt
Other Expenditures-$90,894OtherExpendituresAmt
End Year Balance$8,037,701EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,217,342BeginningYearBalanceAmt
Contributions$184,727ContributionsAmt
Investment Earnings Or Losses$186,724InvestmentEarningsOrLossesAmt
Grants Or Scholarships$184,630GrantsOrScholarshipsAmt
Other Expenditures$206,909OtherExpendituresAmt
End Year Balance$6,197,254EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,319,410BeginningYearBalanceAmt
Contributions$254,910ContributionsAmt
Investment Earnings Or Losses$543,963InvestmentEarningsOrLossesAmt
Grants Or Scholarships$93,929GrantsOrScholarshipsAmt
Other Expenditures-$192,988OtherExpendituresAmt
End Year Balance$6,217,342EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.74250BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.11710PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14040TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$110,477OtherCostOrOtherBasisAmt
Depreciation$103,236DepreciationAmt
Book Value$7,241BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,241TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY ENDOWMENTS$712,506
OPERATING LEASE LIABILITY$242,081
FieldValueIRS element (for citing)
Total Liability$954,587TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,261,138TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,749,898NetUnrealizedGainsInvstAmt
Other Revenue$67,989OtherRevenueAmt
Revenue Not Reported$1,817,887RevenueNotReportedAmt
Revenue Subtotal$5,443,251RevenueSubtotalAmt
Other Revenues Not Included$59,850OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$59,850RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,503,101TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,797,659TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$67,989OtherExpensesIncludedAmt
Expenses Not Reported$67,989ExpensesNotReportedAmt
Expenses Subtotal$2,729,670ExpensesSubtotalAmt
Other Expenses Not Included$3,197OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,197ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,732,867TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 NETTED AGAINST EVENT REVENUES 67,989.
PART XI, LINE 4B - OTHER ADJUSTMENTS:GIFTS TO AGENCY ENDOWMENT FUNDS 59,850.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EVENT EXPENSES NETTED AGAINST EVENT REVENUES 67,989.
PART XII, LINE 4B - OTHER ADJUSTMENTS:GRANTS FROM AGENCY ENDOWMENT FUNDS 3,197.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING INSPIRATIONAL EVENTEvent1Nm
Gross Receipts Event1$184,842GrossReceiptsEvent1Amt
Charitable Contri Event1$173,473CharitableContriEvent1Amt
Gross Revenue Event1$11,369GrossRevenueEvent1Amt
Food And Beverage Event1$11,369FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$11,648OtherDirectExpensesEvent1Amt
Event2COMMUNITY LEADERSHIP BREAKFASTEvent2Nm
Gross Receipts Event2$238,675GrossReceiptsEvent2Amt
Charitable Contri Event2$214,614CharitableContriEvent2Amt
Gross Revenue Event2$24,061GrossRevenueEvent2Amt
Food And Beverage Event2$24,061FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$20,911OtherDirectExpensesEvent2Amt
Gross Receipts Total$423,517GrossReceiptsTotalAmt
Charitable Contributions Tot$388,087CharitableContributionsTotAmt
Gross Revenue Total Events$35,430GrossRevenueTotalEventsAmt
Food And Beverage Total Events$35,430FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$32,559OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$67,989DirectExpenseSummaryEventsAmt
Net Income Summary-$32,559NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (55 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760042790777501(C)(3)$10,500METROWEST HUNGER RELIEF GRANT;YOUTH DEVELOPMENT GRANT; FOOD AND PROGRAM SUPPORT
AMAZING THINGS ART CENTER
160 HOLLIS STREETFRAMINGHAMMA01702201332310501(C)(3)$6,000ARTS & CULTURE GRANT - PROGRAM SUPPORT
BABSON COLLEGE
OFFICE OF ADVANCEMENT BABSONBABSON PARKMA02457042103544501(C)(3)$10,000YOUTH DEVELOPMENT GRANT - PROGRAM SUPPORTCOLLEGE
BETHANY HILL PLACE
89 BETHANY ROADFRAMINGHAMMA01702042493492501(C)(3)$20,500FAMILY SUPPORT GRANT - PROGRAM SUPPORT
CALIFORNIA COLLEGIATE CHARTER SCHOOL
2139 CLINTON STREETLOS ANGELESCA90026474047034501(C)(3)$25,000ENGLISH FUND TO CALIFORNIA COLLEGIATE CHARTER SCHOOL - PROGRAM SUPPORT
FAMILY PROMISE
15 KEANE ROADNATICKMA01760205963640501(C)(3)$10,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
FIRST PARISH WAYLAND
50 COCHITUATE ROADWAYLANDMA01778042103733501(C)(3)$12,171THOMPSON FAMILY FUND TO FIRST PARISH WAYLAND - PROGRAM SUPPORT
FRAMINGHAM ADULT ESL PROGRAM FUND
PO BOX 351NATICKMA01760043266789501(C)(3)$52,274METROWEST ESL FUND - PROGRAM SUPPORT
FRIENDS OF THE SOUTHBOROUGH YOUTH COMMISSION
17 COMMON STREETSOUTHBOROUGHMA01772048102730501(C)(3)$27,240SOUTHBOROUGH COMMUNITY FUND - PROGRAM SUPPORT
FRIENDS OF THE WALTHAM FAMILY SCHOOL
510 MOODY STREETWALTHAMMA02453462772840501(C)(3)$9,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
FRIENDS OF WELLESLEY COUNCIL ON AGING
219 WASHINGTON STREETWELLESLEY HILLSMA02481462371545501(C)(3)$55,780NEW ERA FUND - PROGRAM SUPPORT
FROM THE TOP
295 HUNTINGTON AVENUE STE 201BOSTONMA02115043583756501(C)(3)$18,750PATTILLO MAGPIE FUND - PROGRAM SUPPORT
GAINING GROUND INC
PO BOX 374CONCORDMA01742043083976501(C)(3)$5,500MWHRF - PROGRAM SUPPORT
GOODNOW LIBRARY FOUNDATION
21 CONCORD ROADSUDBURYMA01776043026646501(C)(3)$20,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
GREATER HOUSTON COMMUNITY FOUNDATION
5120 WOODWAY DRIVE SUITE 6000HOUSTONTX77056237160400501(C)(3)$13,500KENNEY FAMILY FUND - PROGRAM SUPPORT
HABITAT FOR HUMANITY
11 DISTRIBUTOR RDWORCESTERMA01605222583590501(C)(3)$10,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
HOLLISTON PANTRY SHELF
23 WATER STREETHOLLISTONMA01746043303944501(C)(3)$5,500METROWEST HUNGER RELIEF FUND CAPACITY GRANT - PROGRAM SUPPORT
HOPE AND COMFORT INC
PO BOX 241NEWTONMA02464451329518501(C)(3)$10,000YOUTH IN PHILANTHROPY - PROGRAM SUPPORT
HOPE WORLDWIDE NEW ENGLAND INC
214 CONCORD STFRAMINGHAMMA01702043148787501(C)(3)$9,500FRAMINGHAM FOOD BANK - PROGRAM SUPPORT
HOPKINTON CENTER FOR THE ARTS
98 HAYDEN ROWEHOPKINTONMA01748272588125501(C)(3)$6,000ARTS & CULTURE GRANT - PROGRAM SUPPORT
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA017026265042730898501(C)(3)$43,000METROWEST HUNGER RELIEF GRANT; FAMILY SUPPORT GRANT; FOOD AND PROGRAM SUPPORT
LEXINGTON YOUTH AND FAMILY SERVICES INC
7 HARRINGTON RDLEXINGTONMA02421263202150501(C)(3)$8,000CEL TO LEXINGTON YOUTH AND FAMILY SERVICES - PROGRAM SUPPORT
MASSACHUSETTS ALLIANCE OF PORTUGESE SPEAKERS
1046 CAMBRIDGE STCAMBRIDGEMA02139042596270501(C)(3)$6,900FAMILY SUPPORT GRANT - PROGRAM SUPPORT
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773042104702501(C)(3)$6,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
MASSACHUSETTS RIVERS ALLIANCE
14 BEACON ST SUITE 607BOSTONMA02108208387704501(C)(3)$6,000METROWEST ENVIRONMENTAL GRANT FUND - PROGRAM SUPPORT
MEDWAY VILLAGE FOOD PANTRY
170 VILLAGE STREETMEDWAYMA02053$6,000HUNGER RELIEF FUND CAPACITY GRANT - PROGRAM SUPPORT
METROWEST LEGAL SERVICES INC
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702043177488501(C)(3)$25,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
METROWEST MEDIATION SERVICES
600 CONCORD STREETFRAMINGHAMMA01702042710084501(C)(3)$8,500FAMILY SUPPORT GRANT - PROGRAM SUPPORT
MINUTEMAN SENIOR SERVICES
26 CROSBY DRIVEBEDFORDMA01730042587212501(C)(3)$14,500METROWEST HUNGER RELIEF FUND - PROGRAM SUPPORT
MORE THAN WORDS
376 MOODY STWALTHAMMA02453042784985501(C)(3)$5,500ROSS GEORGE FUND - PROGRAM SUPPORT
NATICK HIGH SCHOOL
15 WEST STREETNATICKMA01760043164739$8,700PROGRAM SUPPORT
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760042433772501(C)(3)$22,250METROWEST HUNGER RELIEF GRANT; FAMILY SUPPORT GRANT; FOOD AND PROGRAM SUPPORT
NATIONAL ALLIANCE FOR THE MENTALLY ILL OF MASSACHUSETTS
400 WEST CUMMINGS PARKWOBURNMA01801042777012501(C)(3)$10,000FAMILY SUPPORT GRANT
OARS INC
23 BRADFORD STCONCORDMA01742042963426501(C)(3)$6,000METROWEST ENVIRONMENTAL GRANT - PROGRAM SUPPORT
ONE FAMILY INC
800 SOUTH STREETWALTHAMMA02453542076936501(C)(3)$10,000FAMILY SUPPORT GRANT
OPENTABLE INC
PO BOX 42CONCORDMA01742043048933501(C)(3)$14,500PROGRAM SUPPORT
OUT METROWEST INC
PO BOX 2122FRAMIINGHAMMA01703465712986501(C)(3)$9,025FAMILY SUPPORT GRANT; FUND FOR WELLESLEY GRANTS; PROGRAM SUPPORT
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA02454042735449501(C)(3)$25,600FAMILY SUPPORT GRANT - PROGRAM SUPPORT
SALVATION ARMY - WALTHAM CORPS
33 MYRTLE AVEWALTHAMMA02454135562351501(C)(3)$15,000YOUTH IN PHILANTHROPY GRANT MAKING
SMOC
7 BISHOP STREETFRAMIINGHAMMA01702042389659501(C)(3)$10,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
SOUTHBOROUGH HISTORICAL SOCIETY
PO BOX 364SOUTHBOROUGHMA01772237131696501(C)(3)$10,000SOUTHBOROUGH COMMUNITY FUND - PROGRAM SUPPORT
SUDBURY COMMUNITY FOOD PANTRY
PO BOX 751SUDBURYMA01776043237546501(C)(3)$6,500METROWEST HUNGER RELIEF GRANT - FOOD SUPPORT
SUDBURY HISTORICAL SOCIETY
322 CONCORD ROADSUDBURYMA01776046193032501(C)(3)$15,000ARTS AND CULTURE GRANT
THE DISCOVERY MUSEUMS
177 MAIN STREETACTONMA01720042741645501(C)(3)$15,618ARTS & CULTURE GRANT; YOUTH DEVELOPMENT GRANT; PROGRAM SUPPORT
THE SECOND STEP
PO BOX 600213NEWTONVILLEMA02460222868513501(C)(3)$10,000FAMILY SUPPORT GRANT
THRIVE SUPPORT AND ADVOCACY
65 BOSTON POST ROADMARLBOROUGHMA01752042532990501(C)(3)$11,600HUMAN SERVICE
UNCOMMON SCHOOLS
827 BROADWAY 9TH FLOORNEW YORKNY10003311488698501(C)(3)$10,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
WALNUT HILL SCHOOL
12 HIGHLAND STREETNATICKMA01760042103636501(C)(3)$125,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
WATCH INC
24 CRESCENT STREETWALTHAMMA02453222918528501(C)(3)$10,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
WAYPOINT ADVENTURE
453 CONCORD AVELEXINGTONMA02421273045996501(C)(3)$15,000FAMILY SUPPORT GRANT - PROGRAM SUPPORT
FRIENDS OF WELLESLEY COUNCIL ON AGING
219 WASHINGTON STREETWELLESLEYMA02482462371545501(C)(3)$16,639THE FUND FOR WELLESLY GRANT - PROGRAM SUPPORT
WELLESLEY YOUTH COMMISSION
219 WASHINGTON STREETWELLESLEYMA02481$10,000A PATH IN THE WOODS FUND GRANT - PROGRAM SUPPORT
PROJECT CITIZENSHIP
4 FANUEIL SOUTH MARKET BUILDINGBOSTONMA02109371769643501(C)(3)$5,500FAMILY SUPPORT GRANT - PROGRAM SUPPORTSUITE 4025
ACTON COMMUNITY SUPPER AND FOOD PANTRY
PO BOX 2098ACTONMA01720222569027501(C)(3)$7,000HUNGER RELIEF GRANT - PROGRAM SUPPORT
CHARLES RIVER WATERSHED ASSOCIATION
190 PARK ROADWESTONMA02493046136989501(C)(3)$6,000ENVIRONMENTAL GRANT - PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org52Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient12RecipientCnt
Cash Grant$18,400CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJUDITH SALERNOPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$165,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$20,436NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$185,436TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$511,694NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED STOCK PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationSTOCK CONTRIBUTIONS ARE SOLD BY INVESTMENT MANAGERS IMMEDIATELY UPON NOTIFICATION OF RECEIPT THEN THEY ARE REINVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TOM 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 11BTHE 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 12CCONFLICT OF INTEREST DISCLOSURES MUST BE SIGNED BY ALL STAFF, TRUSTEES AND COMMITTEE MEMBERS, DISCLOSURES ARE SENT TO ALL TRUSTEES AS PART OF THE ANNUAL AUDIT PROCESS, COMMITTEE MEMBERS RECEIVE DISCLOSURES FOLLOWING THE ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE 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 18THE 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 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEB SITE.
FORM 990, PART XI, LINE 9:NET AGENCY ENDOWMENT ACTIVITY -56,653.

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