2017-04-24T09:23:04-05:00 2016-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2016-01-01 043266789 FOUNDATION FOR METROWEST INC FOUN 5086472260 3 ELIOT STREET NATICK MA 01760 GARRY HOLMES CHAIRMAN 5086472260 2017-04-14 1 RICHARD B DIONNE P00142882 9784522500 2017-04-14 50.198.108.100 2017-04-14 11:10:16 ED P 2AFE3212E15FA3916E7AD6E0CBD14961EEF0D0B2 4F51A0CDA3CEEEDE0D04632043DDB53C8B944E1F 2016 2021-01-29 14:40:06Z JUDITH SALERNO 3 ELIOT STREET NATICK MA 01760 7672949 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. 20 20 14 0 0 0 3761101 3548501 30622 54683 270957 63306 -44104 -54593 4018576 3611897 1345218 1158978 0 0 721708 718633 0 0 312138 385067 370602 2451993 2248213 1566583 1363684 15981049 18155328 675306 595003 15305743 17560325 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 1612696 1158978 54683 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING 1612696 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 2 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 20 20 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X JUDITH SALERNO 5086472260 3 ELIOT STREET NATICK MA 01760 JERRY ASHCROFT TRUSTEE 5.00 X 0 0 0 GARRY HOLMES CHAIRMAN 5.00 X X 0 0 0 DAVID SHUMAN TREASURER 5.00 X X 0 0 0 ANDREA SUSSMAN TRUSTEE 5.00 X 0 0 0 DAVID BANNON TRUSTEE 5.00 X 0 0 0 TOM CROTTY TRUSTEE 5.00 X 0 0 0 SUSAN ELLIOTT TRUSTEE 5.00 X 0 0 0 PATTY GANNON TRUSTEE 5.00 X 0 0 0 JAMES HANRAHAN SECRETARY 5.00 X X 0 0 0 JOHN R HEERWAGEN FORMER TRUSTEE 5.00 X 0 0 0 PAMELA LESSER TRUSTEE 5.00 X 0 0 0 JOHN J O'NEIL III VICE CHAIRMAN 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 JOHN STEIGER TRUSTEE 5.00 X 0 0 0 ROBERT A VIGODA TRUSTEE 5.00 X 0 0 0 KENNETH VONA FORMER TRUSTEE 5.00 X 0 0 0 LOUIS CROSIER TRUSTEE 5.00 X 0 0 0 PAUL GRIFFIN TRUSTEE 5.00 X 0 0 0 ROLAND HOCH TRUSTEE 5.00 X 0 0 0 MICHAEL MCAULIFFE TRUSTEE 5.00 X 0 0 0 JUDITH SALERNO EXECUTIVE DIRECTOR 40.00 X 154604 0 11215 154604 0 11215 1 0 1 0 0 372779 3175722 181695 3548501 WORKSHOPS 900099 50266 50266 ADMINISTRATIVE FEE REVENUE 523000 4417 4417 54683 323804 323804 3733149 3993647 -260498 -260498 -260498 12812 372779 67405 -54593 -54593 3611897 54683 0 8713 1138981 1138981 19997 19997 176214 123350 52864 450086 279717 62294 108075 7221 3593 1696 1932 32355 16812 7456 8087 52757 23992 15250 13515 31475 31475 91579 91579 94910 35985 58925 19248 7073 8190 3985 53270 22761 17687 12822 2436 1108 704 624 9902 9902 11467 11467 2078 2078 DEVELOPMENT EXPENSES 24341 24341 MISCELLANEOUS 9458 7083 2375 ANNUAL REPORT 8480 8480 SPECIAL EVENTS 5160 5160 6798 5747 1051 2248213 1612696 323379 312138 815615 1025323 27980 524141 2104210 2286899 14038 8821 110477 100399 20109 10078 12999097 14300066 15981049 18155328 9272 84700 33500 581334 561503 675306 595003 X 9840022 11929729 3839086 4003961 1626635 1626635 15305743 17560325 15981049 18155328 X 1363684 838144 52754 X 0 1 X 1 0 X 2182870 2179758 2973546 2761066 3548501 13645741 2182870 2179758 2973546 2761066 3548501 13645741 3184544 10461197 207475 211949 315398 265707 323804 1324333 14970074 64873 0.69880 0.70120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49 334767 401360 4929637 1 1 8037701 1237416 581965 222724 -1514316 11148674 6197254 2383984 -150815 483616 -90894 8037701 6217342 184727 186724 184630 206909 6197254 5319410 254910 543963 93929 -192988 6217342 5154999 502293 575671 402619 510934 5319410 0.70800 0.14590 0.14610 0 0 83113 73035 10078 27364 27364 0 10078 AGENCY ENDOWMENTS 561503 561503 X 4516341 838144 67405 905549 3610792 1105 1105 3611897 2261759 67405 67405 2194354 53859 53859 2248213 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 PART XI, LINE 4B - OTHER ADJUSTMENTS: GIFTS TO AGENCY ENDOWMENT FUNDS PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED AGAINST EVENT REVENUES PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS FROM AGENCY ENDOWMENT FUNDS SPRING INSPIRATIONAL EVENT 157609 152047 5562 24483 COMMUNITY LEADERSHIP BREAKFAST 227982 220732 7250 42922 385591 372779 12812 67405 67405 -54593 1 A PLACE TO TURN 99 HARTFORD STREET NATICK MA 01760 042790777 501(C)(3) 9000 METROWEST HUNGER RELIEF GRANT;YOUTH DEVELOPMENT GRANT; FOOD AND PROGRAM SUPPORT ADVOCATES INC 1 CLARKS HILL SUITE 305 FRAMIINGHAM MA 01702 237451423 501(C)(3) 7600 FAMILY SUPPORT GRANT - PROGRAM SUPPORT AMAZING THINGS ART CENTER 160 HOLLIS STREET FRAMINGHAM MA 01702 201332310 501(C)(3) 6000 ARTS & CULTURE GRANT - PROGRAM SUPPORT ASPERGERAUTISM NETWORK INC 51 WATER STREET SUITE 206 WATERTOWN MA 02472 043376227 501(C)(3) 10000 FAMILY SUPPORT PROGRAM - PROGRAM SUPPORT BABSON COLLEGE OFFICE OF ADVANCEMENT BABSON COLLEGE BABSON PARK MA 02457 042103544 501(C)(3) 13000 YOUTH DEVELOPMENT GRANT - PROGRAM SUPPORT BETHANY HILL PLACE 89 BETHANY ROAD FRAMINGHAM MA 01702 042493492 501(C)(3) 10000 FAMILY SUPPORT GRANT - PROGRAM SUPPORT CALIFORNIA COLLEGIATE CHARTER SCHOOL 2139 CLINTON STREET LOS ANGELES CA 90026 474047034 501(C)(3) 25000 PROGRAM SUPPORT CENTER FOR PARENTS AND TEACHERS 120 MERIAM ROAD CONCORD MA 01742 800296820 501(C)(3) 7500 FAMILY SUPPORT GRANT - PROGRAM SUPPORT CITIZENS FOR LEXINGTON CONSERVATION INC 104 BLOSSOMCREST LEXINGTON MA 02420 046152184 501(C)(3) 7500 COMMUNITY ENDOWMENT OF LEXINGTON GRANT - PROGRAM SUPPORT CONCORD CARLISLE COMMUNITY CHEST INC 19 MAIN STREET SUITE 2 CONCORD MA 01742 042157042 501(C)(3) 40000 PROGRAM SUPPORT DANFORTH ART MUSEUMSCHOOL 14 VERNON STREET FRAMINGHAM MA 01701 042526917 501(C)(3) 38250 ARTS & CULTURE GRANT - PROGRAM SUPPORT DANIEL'S TABLE INC 102 FOUNTAIN STREET FRAMINGHAM MA 01702 473166043 501(C)(3) 10000 PROGRAM SUPPORT DEDHAM COMMUNITY ASSOCIATION INC 671 HIGH STREET DEDHAM MA 02026 042105921 501(C)(3) 10000 ARTS & CULTURE GRANT - PROGRAM SUPPORT DOC WAYNE YOUTH SERVICES INC 418 COMMONWEALTH AVENUE BOSTON MA 02215 274216064 501(C)(3) 14325 FAMILY SUPPORT GRANT; YOUTH DEVELOPMENT GRANT; PROGRAM SUPPORT EMPLOYMENT OPTIONS INC 82 BRIGHAM STREET MARLBOROUGH MA 01752 237089596 501(C)(3) 10500 PROGRAM SUPPORT ENGLISH AT LARGE 800 W CUMMINGS PARK STE 5550 WOBURN MA 01801 043050593 501(C)(3) 14500 FAMILY SUPPORT GRANT; PROGRAM SUPPORT FAMILY ACCESS OF NEWTON 492 WALTHAM STREET WEST NEWTON MA 02465 042232418 501(C)(3) 10000 FAMILY SUPPORT GRANT - PROGRAM SUPPORT FRAMINGHAM ADULT ESL PROGRAM FUND PO BOX 351 NATICK MA 01760 043266789 501(C)(3) 20000 PROGRAM SUPPORT FRIENDS OF THE SOUTHBOROUGH YOUTH COMMISSION 17 COMMON STREET SOUTHBOROUGH MA 01772 048102730 501(C)(3) 17500 SOUTHBOROUGH COMMUNITY FUND - PROGRAM SUPPORT FRIENDS OF THE WALTHAM FAMILY SCHOOL 510 MOODY STREET WALTHAM MA 02453 462772840 501(C)(3) 10000 FAMILY SUPPORT GRANT - PROGRAM SUPPORT FROM THE TOP 295 HUNTINGTON AVENUE STE 201 BOSTON MA 02115 043583756 501(C)(3) 18000 PROGRAM SUPPORT GOODNOW LIBRARY FOUNDATION 21 CONCORD ROAD SUDBURY MA 01776 043026646 501(C)(3) 16000 PROGRAM SUPPORT GORE PLACE SOCIETY 52 GORE STREET WALTHAM MA 02453 042104254 501(C)(3) 7500 ARTS & CULTURE GRANT - PROGRAM SUPPORT HOPKINTON CENTER FOR THE ARTS 98 HAYDEN ROWE HOPKINTON MA 01748 272588125 501(C)(3) 10000 ARTS & CULTURE GRANT - PROGRAM SUPPORT JEWISH FAMILY AND CHILDREN'S SERVICE 1430 MAIN STREET WALTHAM MA 02451 042104356 501(C)(3) 7000 METROWEST HUNGER RELIEF GRANT; FAMILY SUPPORT GRANT; FOOD AND PROGRAM SUPPORT JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 017026265 042730898 501(C)(3) 43000 METROWEST HUNGER RELIEF GRANT; FAMILY SUPPORT GRANT; FOOD AND PROGRAM SUPPORT LAND'S SAKE INCORPORATED 27 CRESCENT STREET WESTON MA 02493 042702759 501(C)(3) 7846 METROWEST HUNGER RELIEF GRANT; PROGRAM SUPPORT LEXINGTON COMMUNITY FARM COALITION PO BOX 554 LEXINGTON MA 02420 273671122 501(C)(3) 10000 COMMUNITY ENDOWMENT OF LEXINGTON GRANT - PROGRAM SUPPORT LOVIN' SPOONFULS 418 COMMONWEALTH AVENUE BOSTON MA 02215 271810597 501(C)(3) 30000 METROWEST HUNGER RELIEF GRANT - FOOD SUPPORT MASSACHUSETTS AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 042104702 501(C)(3) 9500 FAMILY SUPPORT GRANT - PROGRAM SUPPORT METROWEST LEGAL SERVICES INC 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 043177488 501(C)(3) 20000 FAMILY SUPPORT GRANT - PROGRAM SUPPORT METROWEST MEDIATION SERVICES 600 CONCORD STREET FRAMINGHAM MA 01702 042710084 501(C)(3) 7500 FAMILY SUPPORT GRANT - PROGRAM SUPPORT MUSEUM OF WWII 46 ELIOT STREET NATICK MA 01760 455327601 501(C)(3) 10000 ARTS & CULTURE GRANT - PROGRAM SUPPORT NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 042433772 501(C)(3) 12000 METROWEST HUNGER RELIEF GRANT; FAMILY SUPPORT GRANT; FOOD AND PROGRAM SUPPORT OUT METROWEST INC PO BOX 2122 FRAMIINGHAM MA 01703 465712986 501(C)(3) 13540 FAMILY SUPPORT GRANT; FUND FOR WELLESLEY GRANTS; PROGRAM SUPPORT REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 042735449 501(C)(3) 12000 FAMILY SUPPORT GRANT - PROGRAM SUPPORT RESILIENCY FOR LIFE FRIENDS OF 115 A STREET FRAMINGHAM MA 01701 412275638 501(C)(3) 15000 FAMILY SUPPORT GRANT; YOUTH DEVELOPMENT GRANT; PROGRAM SUPPORT RISE ABOVE FOUNDATION PO BOX 174 NORTHBRIDGE MA 01534 271409946 501(C)(3) 9000 FAMILY SUPPORT GRANT; YOUTH DEVELOPMENT GRANT; PROGRAM SUPPORT SILVER LINING MENTORING 727 ATLANTIC AVENUE 3RD FLOOR BOSTON MA 02111 043575764 501(C)(3) 12500 PROGRAM SUPPORT SMOC 7 BISHOP STREET FRAMIINGHAM MA 01702 042389659 501(C)(3) 10000 FAMILY SUPPORT GRANT - PROGRAM SUPPORT SOUTHBOROUGH HISTORICAL SOCIETY PO BOX 364 SOUTHBOROUGH MA 01772 237131696 15000 SOUTHBOROUGH COMMUNITY FUND - PROGRAM SUPPORT SOUTHBOROUGH RECREATION DEPARTMENT 21 HIGHLAND STREET SOUTHBOROUGH MA 01772 10000 SOUTHBOROUGH COMMUNITY FUND - PROGRAM SUPPORT SUDBURY COMMUNITY FOOD PANTRY PO BOX 751 SUDBURY MA 01776 043237546 501(C)(3) 6000 METROWEST HUNGER RELIEF GRANT - FOOD SUPPORT THE CYSTEM 30 CHIPMAN STREET DORCHESTER MA 02124 800355887 501(C)(3) 25000 PROGRAM SUPPORT THE DISCOVERY MUSEUMS 177 MAIN STREET ACTON MA 01720 042741645 501(C)(3) 10608 ARTS & CULTURE GRANT; YOUTH DEVELOPMENT GRANT; PROGRAM SUPPORT THE ROBBINS HOUSE PO BOX 506 CONCORD MA 01742 271631729 501(C)(3) 10000 ARTS & CULTURE GRANT - PROGRAM SUPPORT TOWN OF LEXINGTON OFFICE OF PUBLIC HEALTH 1625 MASSACHUSETTS AVENUE LEXINGTON MA 02420 120460012 7500 COMMUNITY ENDOWMENT OF LEXINGTON GRANT - PROGRAM SUPPORT UNITARIAN UNIVERSALIST SOCIETY OF WELLESLEY HILLS 309 WASHINGTON STREET WELLESLEY MA 02481 15000 PROGRAM SUPPORT UNITED WAY OF TRI-COUNTY 46 PARK STREET FRAMINGHAM MA 01702 042104231 501(C)(3) 27681 METROWEST HUNGER RELIEF GRANT; YOUTH DEVELOPMENT GRANT; FOOD AND PROGRAM SUPPORT UPSTREAM USA 1201 CONNECTICUT AVENUE SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 50000 PROGRAM SUPPORT WALNUT HILL SCHOOL 12 HIGHLAND STREET NATICK MA 01760 042103636 501(C)(3) 25000 PROGRAM SUPPORT WALTHAM FIELDS COMMUNITY FARM 240 BEAVER STREET WALTHAM MA 02452 043261186 501(C)(3) 8000 METROWEST HUNGER RELIEF GRANT; YOUTH DEVELOPMENT GRANT; FOOD AND PROGRAM SUPPORT WATCH INC 24 CRESCENT STREET WALTHAM MA 02453 222918528 501(C)(3) 10000 FAMILY SUPPORT GRANT - PROGRAM SUPPORT WELLESLEY COUNCIL ON AGING 219 WASHINGTON STREET WELLESLEY MA 02482 462371545 501(C)(3) 7500 THE FUND FOR WELLESLY GRANT - PROGRAM SUPPORT WELLESLEY HOUSING AUTHORITY 109 BARTON ROAD WELLESLEY HILLS MA 02481 311802126 501(C)(3) 5200 THE FUND FOR WELLESLEY GRANT - PROGRAM SUPPORT WELLESLEY YOUTH COMMISSION 219 WASHINGTON STREET WELLESLEY MA 02481 10000 A PATH IN THE WOODS FUND GRANT - PROGRAM SUPPORT PROJECT CITIZENSHIP 4 FANUEIL SOUTH MARKET BUILDING SUITE 4025 BOSTON MA 02109 371769643 501(C)(3) 10000 FAMILY SUPPORT GRANT - PROGRAM SUPPORT 52 5 SCHOLARSHIPS 10 19997 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 154604 0 0 0 0 0 0 0 11215 0 165819 0 0 0 X 11 177195 QUOTED STOCK PRICE X GARDENING KITS 300 4500 COST 0 1 0 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 A, LINE 4 THE ORGANIZATION'S BY-LAWS HAVE BEEN AMENDED IN THE FOLLOWING WAY: THE TERM LIMIT HAS BEEN UPDATED. THERE IS NO LIMIT ON HOW MANY TERMS A MEMBER OF THE INVESTMENT COMMITTEE MAY SERVE. THE EXECUTIVE COMMITTEE SHALL COMPRISE OF THE OFFICERS OF THE CORPORATION WHICH INCLUDE, IF THEY ARE IN OFFICE, THE PRESIDENT, TREASURER, VICE PRESIDENT AND SECRETARY, PLUS UP TO THREE MEMBERS OF THE BOARD OF TRUSTEES, WHO ARE NOT OFFICERS. 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 52,754.