COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC (EIN 04-3537449)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-10-16
IRS object ID
201722899349300322
Schema version
2016v3.0
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)
Return2017-10-16T09:36:45-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Marina Raher CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 Leominster Rd Suite 15AddressLine1Txt
CitySterlingCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01564ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043537449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF NORTH CENTRALBusinessNameLine1Txt
Business Name Line2MASSACHUSETTS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone9783458383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1649 JOHN FITCH HIGHWAYAddressLine1Txt
CityFITCHBURGCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01420ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP GRZEWINSKIPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-10-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarina RaherPreparerPersonNm
PTINP00007932PTIN
Phone9784228180PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$13,210,583GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.cfncm.org.WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Legal Domicile StateMALegalDomicileStateCd
Activity Or Mission"As a trusted steward, we provide flexible giving options that simplify the achievement of donors' charitable goals. Through deep knowledge, leadership, collaboration and grantmaking, we provide education, guidance and resources to strengthen and improve our communities.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$17,675NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,786,337PYContributionsGrantsAmt
CY Contributions Grants$9,601,389CYContributionsGrantsAmt
CY Program Service Revenue$5,906CYProgramServiceRevenueAmt
PY Investment Income$1,239,226PYInvestmentIncomeAmt
CY Investment Income$1,169,759CYInvestmentIncomeAmt
PY Other Revenue$161,108PYOtherRevenueAmt
CY Other Revenue$183,236CYOtherRevenueAmt
PY Total Revenue$4,186,671PYTotalRevenueAmt
CY Total Revenue$10,960,290CYTotalRevenueAmt
PY Grants And Similar Paid$3,861,018PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,635,587CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$196,042CYTotalFundraisingExpenseAmt
PY Other Expenses$413,684PYOtherExpensesAmt
CY Other Expenses$417,416CYOtherExpensesAmt
PY Total Expenses$4,274,702PYTotalExpensesAmt
CY Total Expenses$4,053,003CYTotalExpensesAmt
PY Revenues Less Expenses-$88,031PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,907,287CYRevenuesLessExpensesAmt
Total Assets BOY$38,505,118TotalAssetsBOYAmt
Total Assets EOY$49,083,564TotalAssetsEOYAmt
Total Liabilities BOY$60,247TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,981TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,444,871NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$49,052,583NetAssetsOrFundBalancesEOYAmt
Mission"As a trusted steward, we provide flexible giving options that simplify the achievement of donors' charitable goals. Through deep knowledge, leadership, collaboration and grantmaking, we provide education, guidance and resources to strengthen and improve our communities.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,290,530ExpenseAmt
Grant$3,230,021GrantAmt
Revenue$3,290,530RevenueAmt
DescThe Community Foundations raises funds through public support. The Foundation's guiding principle is to carefully grow charitable investments and to distribute the proceeds in ways that help organizations develop their capacity to serve their communities most effectively.The long-term vision of the Foundation is to be the trusted partner who educates, inspires, and enables people to do good works now an forever... we help to create local charitable legacies that transform lives and improve our communities.In addition, to keep our administrative expenses as low as possible, we partnered with the United Way of North Central Massachusetts, sharing office space and key personnel. This arrangement, the only one in the United States, helps us put more money into important programs. In addition, it offers a unique opportunity to meet a variety of donor giving needs.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$303,437ExpenseAmt
Grant$303,437GrantAmt
Revenue$303,437RevenueAmt
DescThe Community Foundation of North Central Massachusetts distributed 27 grants, totaling over $300,000, from its general endowment funds and field of interest funds. Ten grants were made from the Community Foundation General Endowment Fund, which includes support from seven named funds: ABM General Endowment Fund; Allen & Barbara Rome General Endowment Fund; Brown/Peterson Family General Endowment Fund; IC Founders Society Endowment Fund; KRC Family Endowment Fund, and the W. E. Aubuchon, Jr. General Endowment Fund. Community Healthlink, Worcester, received a $13,218 grant for its program Moving Beyond Depression, which is designed to improve the mental health of pregnant women and mothers of young children suffering from depression in North Central Massachusetts. The funding will increase the capacity of mental health services available to this undeserved population. A $3,265 grant to Groton Council on Aging will be used to offer a proven fall prevention program to seniors at no cost. The grant will also allow for outreach to 32 senior centers, so they can offer the program in their area, potentially reaching over 600 senior citizens in the first year.Kylees Kare Kits for Kidz Inc., Leominster, received a $15,000 award for their highly successful Backpack Program, which provides a backpack of food every Friday to children who are least likely to have meals available at home. This award will be used to increase the number of children who can be assisted. A $5,000 grant to Literacy Volunteers of the Montachusett Area, Fitchburg, will be used toward funding a staff member with technology and interpersonal skills, who will provide additional training to new volunteers. Leominsters Montachusett Interfaith Hospitality Network's $20,000 grant will be used to fund staff resources for The Path to Self Sufficiency (PSS) program, which will provide additional support activities to families housed at the shelter, helping them develop skills to become self-sufficient when they leave the home. This grant will help 20 homeless families.. A $5,000 grant to Rise Above Foundation, Northbridge, will provide resources to increase the number of activities, opportunities and experiences that will be made available to North Central Mass. children in foster care. These activities are designed to give the children a sense of normalcy, provide comfort and build their self-esteem. Sibling Connections, Somerville's $5,000 grant will be used so that 10 siblings in foster care from the region can attend Camp to Belong for a week in August, where they can build life-long memories with brothers and sisters they may only see once a year.A $4,000 grant to Special Olympics Massachusetts, Marlborough, will support new uniforms and part of the cost for a training facility for the organizations activities in the region. The organization provides healthy, social opportunities for people with intellectual development disabilities by concentrating on organizing and preparing teams.The Salvation Army, Fitchburg, has a $5,000 grant to provide access for more children to enroll in the Summer Fun program, offering high-quality out-of-school summer day camp experiences to disadvantaged children.A $12,000 grant to The Virginia Thurston Healing Garden, Inc., Harvard, will allow the organization to expand marketing efforts throughout the region, raising awareness of the center as a premier provider of integrative cancer care services. The Doyle Fund, established for environmental causes and animal welfare, made seven grants: Ashburnham Conservation Trust Inc. received an $8,500 grant to help provide equipment and resources for the creation of new trails, as well as promote membership and volunteer roles.A $5,000 grant to Fitchburg Greenway Committee, City of Fitchburg, will assist the city in completing a preliminary trail plan, which will become part of grant applications to fund Rollstone Hill Park and guide the creation of trails.Growing Places Garden Project, Leominster, received an $11,000 grant to expand the agency's capacity to serve more area children and adolescents through its Sprouts youth programs, providing gardening, environmental stewardship and healthy eating education. A $20,000 grant to Mount Grace Land Conservation Trust, Athol, will provide resources to expand its core mission of land conservation, while increasing its capacity to partner with farmers in ways that sustain local farming. North County Land Trust Inc., Leominster, received a $3,500 grant to implement a hands-on science-based program for fifth-grade students at the Longsjo Middle School, Fitchburg. An $8,000 grant to Pat Brody Shelter for Cats, Inc., Lunenburg, will be used to increase the availability of low- or no-cost veterinary services for low-income cat owners and/or stray and abandoned cats. Squannacook Greenways, Inc., Townsend, received a $15,000 grant toward construction of the Squannacook River Rail Trail in Townsend, as soon as late 2017.The Community Foundation Organizational Development Fund, established to provide opportunities allowing area non-profits to take steps to build their capacity and/or provide for better sustainability, made seven grants: A $6,000 grant to Just Understand My Potential, Inc., Harvard, will assist the organization in developing a strategic marketing plan that will promote the program and increase revenues so the agency can continue its mission to assist more under-served youth.Mediation Services of North Central MA, Inc., Leominster, received $5,000 that will provide Leader Training to senior volunteers, who then develop curriculum, design volunteer roles and conduct large-scale trainings. A $6,000 grant to the Montachusett Regional Trails Coalition, Fitchburg, will be used to develop a strategic plan to position the agency as the go-to organization that supports and advocates for local and regional trails-related initiatives.North County Land Trust Inc., Leominster, received $3,800 for infrastructure improvements to improve the organization's efficiency. Upgraded and/or new technology systems will be implemented to provide significant cost and time savings. A $12,000 grant to On-Site Academy, Westminster, will be used to conduct a multi-faceted organizational assessment, providing a comprehensive plan for the next steps in its effort to bring the organization's operations in line with the highly critical and highly demanded services it provides.The Spanish American Center, Inc., Leominster, received a $9,375 grant as the second phase to an Organizational Development Building project. This phase will begin implementing established strategic goals and other targets identified in phase one. A $12,000 grant to The Stratton Players, Fitchburg, will help fund a large-scale fundraising and capacity development project. These funds will also be used to realize a $20,000 matching goal. Three grants addressing the opioid epidemic were made possible through the Community Foundation of North Central Massachusetts Critical Needs Fund. This fund was established to provide assistance with issues in the community that are deemed to be critical needs.GAAMHA, Gardner, received $30,000 to support resources needed for a part-time case manager in the Sober Living Building operated by the agency. The role is key to providing recovery in a substance-free environment. A $5,200 grant to Our Father's House, Inc., Fitchburg, will be used to provide an intensive case manager at the West Street Sober House. The Quabbin Retreat, Petersham, received $25,579 to support its CARES Program - Compassionate Addiction Recovery Education and Support. This comprehensive program provides specific wraparound services to patients with dual mental health and substance use diagnosis. A grant from the Community Foundation Educational Access Fund was made. $30,000 was awarded the Leominster Education Foundation (LEF), to provide funding for the adoption of the literacy platform Footsteps to Brilliance (F2B), a program that will help the LEF realize their goal to have every Leominster child able to read proficiently by the third grade. F2B is a literacy program that delivers reading content to any internet-ready device and provides content for use both on-line and off usage. Since its inception, the foundation has awarded nearly $48 million in grants and distributions from 219 funds established by individuals, families and organizations.The Community Foundation of North Central Massachusetts, www.cfncm.org, has more than $45 million in charitable assets, and has made over $48 million in grants and distributions. It was created in 2001 to serve the charitable interests of donors in Ashburnham, Ashby, Athol, Ayer, Barre, Devens, Erving, Fitchburg, Gardner, Groton, Harvard, Hubbardston, Lancaster, Leominster, Littleton, Lunenburg, New Salem, Orange, Pepperell, Petersham, Phillipston, Princeton, Royalston, Shirley, Sterling, Templeton, Townsend, Warwick, Wendell, Westminster and Winchendon.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$102,129ExpenseAmt
Grant$102,129GrantAmt
Revenue$102,129RevenueAmt
DescThe Community Foundation of North Central Massachusetts and the Greater Lowell Community Foundation awarded 10 grants, from the Nashoba Valley Community Health care Funds, to help improve the health of residents in 13 communities in the region. The grants awarded from the CFNCM Nashoba Valley Health care Funds totaled $93,297.The $8,475 grant awarded to LUK will be used to provide trauma-informed parenting workshops to caregivers of children who have experienced one or more traumatic events.The Oldenburg Fire Department will use its $5,826 grant to purchase ROSC-U CPR devices to increase the incidence of cardiac arrest survivals.MAB Community Services grant of $2,913 will assist in improving the health and welfare of older adults who are blind and visually impaired.The $7,945 awarded to Montachusett Interfaith Hospitality Network, Inc. will help with providing additional critical therapies to augment existing stress therapy services.Our Father's House will use its $8,474 grant in collaboration with community agencies to provide a nurse practitioner who will make monthly visits to the shelter to provide quality health care to children and mothers.The Pepperell Fire Department received a $7,405 grant and the Townsend Fire - EMS received a grant for $7,374 for the purposes of each organization purchasing a Lucas2 Chest Compression System.Seven Hills Family Services received a $10,300 grant to purchase equipment for the creation a Snoezelen room for 74 adults with significant developmental and intellectual disabilities.The SHINE Initiative received a $7,945 grant to increase acquaint high school students with genuine understanding of mental health issues. A $7,945 grant to the Townsend Congregational Church will support families and at-risk youth 12-15 years of age. The Virginia Thurston Healing Gardner will use its $5,296 grant for their health, safety and comfort preparedness program that ensures best practices in their management and care of their client's health vulnerabilities.Cooperative Elders was granted a $4,131 grant for the purchase of "seats for Seniors Project".The Boys and Girls Club of Lunenburg used their $3,972 grant for their healthy minds, bodies, and souls program.A grant was awarded to Community Healthlink in the amount of $5,296 for promote behavioral health in schools.The Foundations also approved two grants totaling $4,416 each to Fitchburg State University Foundation and Mount Wachusett Community College Foundation to provide scholarships to area students in the health field.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,696,096TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPHIL GRZEWINSKIPersonNm
Phone9783458383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1649 JOHN FITCH HIGHWAYAddressLine1Txt
CityFITCHBURGCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01420ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PHILIP GRZEWINSKI
President14.0021.00Yes (X)Yes (X)$0$0$0
STEVEN STONE
Treasurer2.000.00Yes (X)Yes (X)$0$0$0
RICHARD NOBILE
Honorary Truste1.000.00Yes (X)$0$0$0
JAMES GARRISON
Trustee1.000.00Yes (X)Yes (X)$0$0$0
ALBERT STONE
Trustee1.000.00Yes (X)$0$0$0
RONALD ANSIN
Trustee1.000.00Yes (X)$0$0$0
WILLIAM AUBUCHON IV
Trustee1.000.00Yes (X)$0$0$0
ATTORNEY JOHN BARRETT
Trustee1.000.00Yes (X)$0$0$0
PAUL BROWN
Trustee1.000.00Yes (X)$0$0$0
DAVID HUHTALA
Trustee1.000.00Yes (X)$0$0$0
JAY DRAKE
Trustee1.000.00Yes (X)$0$0$0
ATTORNEY CHARLES GELINAS
Trustee1.000.00Yes (X)$0$0$0
ATTORNEY HENRI SANS
Vice Chairman1.000.00Yes (X)$0$0$0
DAVID MCKEEHAN
Trustee1.000.00Yes (X)$0$0$0
ALLEN I ROME
Trustee1.000.00Yes (X)$0$0$0
THOMAS BAGLEY III
Trustee1.000.00Yes (X)Yes (X)$0$0$0
ATTORNEY ASHLEIGH GELINAS
Trustee1.000.00Yes (X)$0$0$0
TED LAPRES
Chairman1.000.00Yes (X)Yes (X)$0$0$0
GEORGANA COCHRAN
Clerk1.000.00Yes (X)$0$0$0
ATTORNEY RICHARD CELLA
Trustee1.000.00Yes (X)$0$0$0
GARY SHEPHERD
Trustee1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
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Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1United Way of North Central MaBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1649 John Fitch HighwayAddressLine1Txt
CityFitchburgCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01420ZIPCd
FieldValueIRS element (for citing)
ServicesManagement FeesServicesDesc
Compensation$258,936CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$9,601,389AllOtherContributionsAmt
Noncash Contributions$223,972NoncashContributionsAmt
Total Contributions$9,601,389TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMembership Dues & AssessmentsDesc
Total Revenue Column$5,906TotalRevenueColumnAmt
Related Or Exempt Func Income$5,906RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,906TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,283,930TotalRevenueColumnAmt
Related Or Exempt Func Income$1,283,930RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,864,542SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,978,713SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$114,171SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$114,171TotalRevenueColumnAmt
Exclusion-$114,171ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$454,816FundraisingGrossIncomeAmt
Fundraising Direct Expenses$271,580FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$183,236TotalRevenueColumnAmt
Exclusion$183,236ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,960,290TotalRevenueColumnAmt
Related Or Exempt Func Income$1,289,836RelatedOrExemptFuncIncomeAmt
Exclusion$69,065ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,471,710TotalAmt
Program Services$3,471,710ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$163,877TotalAmt
Program Services$163,877ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$258,937TotalAmt
Program Services$43,432ProgramServicesAmt
Management And General$81,058ManagementAndGeneralAmt
Fundraising$134,447FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$39TotalAmt
Management And General$39ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,350TotalAmt
Management And General$40,350ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$27,771TotalAmt
Management And General$4,511ManagementAndGeneralAmt
Fundraising$23,260FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,927TotalAmt
Program Services$2,322ProgramServicesAmt
Management And General$6,569ManagementAndGeneralAmt
Fundraising$2,036FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$29,498TotalAmt
Program Services$7,795ProgramServicesAmt
Management And General$14,783ManagementAndGeneralAmt
Fundraising$6,920FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,710TotalAmt
Program Services$2,527ProgramServicesAmt
Management And General$4,703ManagementAndGeneralAmt
Fundraising$1,480FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,445TotalAmt
Program Services$1,182ProgramServicesAmt
Management And General$1,152ManagementAndGeneralAmt
Fundraising$2,111FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,681TotalAmt
Management And General$109ManagementAndGeneralAmt
Fundraising$10,572FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,035TotalAmt
Program Services$2,813ProgramServicesAmt
Management And General$968ManagementAndGeneralAmt
Fundraising$11,254FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,223TotalAmt
Management And General$4,223ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Telephone$3,432$438$374$2,620
Printing and Publications$1,789$447$1,342
Dues & Subscriptions$1,579$1,579

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,053,003TotalAmt
Program Services$3,696,096ProgramServicesAmt
Management And General$160,865ManagementAndGeneralAmt
Fundraising$196,042FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$727,797BOYAmt
EOY$1,238,837EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,672BOYAmt
EOY$237,327EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,132BOYAmt
EOY$14,136EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$97,217LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$82,035LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$27,435BOYAmt
EOY$15,182EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$37,680,027BOYAmt
EOY$47,543,614EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$30,055BOYAmt
EOY$34,468EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$38,505,118BOYAmt
EOY$49,083,564EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$50,247BOYAmt
EOY$30,980EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$1EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,247BOYAmt
EOY$30,981EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,598,354BOYAmt
EOY$7,637,360EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,192,668BOYAmt
EOY$14,294,399EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,653,849BOYAmt
EOY$27,120,824EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,444,871BOYAmt
EOY$49,052,583EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,505,118BOYAmt
EOY$49,083,564EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,907,287ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,702,699NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,274OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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$6,159,314CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,944,189CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,205,316CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,786,337CurrentTaxYearMinus1YearAmt
Current Tax Year$9,601,389CurrentTaxYearAmt
Total$26,696,545TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,159,314CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,944,189CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,205,316CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,786,337CurrentTaxYearMinus1YearAmt
Current Tax Year$9,601,389CurrentTaxYearAmt
Total$26,696,545TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,310,237SubstantialContributorsTotAmt
Public Support Total170$17,386,308PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$969,246CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,691,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,214,155CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,239,226CurrentTaxYearMinus1YearAmt
Current Tax Year$1,169,759CurrentTaxYearAmt
Total$11,284,051TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,391CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,767CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$196,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$161,108CurrentTaxYearMinus1YearAmt
Current Tax Year$183,236CurrentTaxYearAmt
Total$627,954TotalAmt
FieldValueIRS element (for citing)
Total Support$38,608,550TotalSupportAmt
Public Support CY1700.45030PublicSupportCY170Pct
Public Support PY1700.52110PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 Held47DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$2,898,657DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,296,831DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$3,741,994DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,679,266BeginningYearBalanceAmt
Contributions$6,840,757ContributionsAmt
Investment Earnings Or Losses$2,264,987InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,103,253GrantsOrScholarshipsAmt
Other Expenditures$110OtherExpendituresAmt
Administrative Expenses$247,192AdministrativeExpensesAmt
End Year Balance$38,434,455EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,000,379BeginningYearBalanceAmt
Contributions$1,259,001ContributionsAmt
Investment Earnings Or Losses-$263,287InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,039,959GrantsOrScholarshipsAmt
Other Expenditures$193OtherExpendituresAmt
Administrative Expenses$276,675AdministrativeExpensesAmt
End Year Balance$30,679,266EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,271,579BeginningYearBalanceAmt
Contributions$4,082,305ContributionsAmt
Investment Earnings Or Losses-$156,383InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,038,880GrantsOrScholarshipsAmt
Administrative Expenses$158,242AdministrativeExpensesAmt
End Year Balance$32,000,379EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,652,086BeginningYearBalanceAmt
Contributions$476,350ContributionsAmt
Investment Earnings Or Losses$5,410,067InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,073,325GrantsOrScholarshipsAmt
Administrative Expenses$193,870AdministrativeExpensesAmt
End Year Balance$29,271,579EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,805,741BeginningYearBalanceAmt
Contributions$2,405,229ContributionsAmt
Investment Earnings Or Losses$2,972,639InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,531,523GrantsOrScholarshipsAmt
Administrative Expenses$196,184AdministrativeExpensesAmt
End Year Balance$24,652,086EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$415OtherCostOrOtherBasisAmt
Depreciation$415DepreciationAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$54,602OtherCostOrOtherBasisAmt
Depreciation$51,915DepreciationAmt
Book Value$2,687BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,200OtherCostOrOtherBasisAmt
Depreciation$29,705DepreciationAmt
Book Value$12,495BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,182TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$1Amt
FieldValueIRS element (for citing)
Total Liability$1TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$10,269,323TotalRevEtcAuditedFinclStmtAmt
Other Revenue$50,259OtherRevenueAmt
Revenue Not Reported$50,259RevenueNotReportedAmt
Revenue Subtotal$10,219,064RevenueSubtotalAmt
Other Revenues Not Included$741,226OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$741,226RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,960,290TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,848,446TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,274OtherExpensesIncludedAmt
Expenses Not Reported$2,274ExpensesNotReportedAmt
Expenses Subtotal$3,846,172ExpensesSubtotalAmt
Other Expenses Not Included$206,831OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$206,831ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,053,003TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990Agency administrative Fees $50259
Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/SAgency Contributions $583441 Agency Investment Income $147959 Agency Interfund Income $9826
Part XII, Line 2d: Other expenses and losses per audited F/SUnrelated Business Income $2274
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/SAgency Grants $206831

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf TournamentsEvent1Nm
Gross Receipts Event1$205,848GrossReceiptsEvent1Amt
Gross Revenue Event1$205,848GrossRevenueEvent1Amt
Rent Facility Costs Event1$62,225RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,230FoodAndBeverageEvent1Amt
Entertainment Event1$13,700EntertainmentEvent1Amt
Other Direct Expenses Event1$26,606OtherDirectExpensesEvent1Amt
Event2Dinner/Beer FestivalEvent2Nm
Gross Receipts Event2$160,419GrossReceiptsEvent2Amt
Gross Revenue Event2$160,419GrossRevenueEvent2Amt
Non Cash Prizes Event2$528NonCashPrizesEvent2Amt
Rent Facility Costs Event2$4,918RentFacilityCostsEvent2Amt
Food And Beverage Event2$94,918FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$35,895OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$88,549GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$88,549GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$16,900NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$1,000FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$12,660OthDirectExpnssOtherEventsAmt
Gross Receipts Total$454,816GrossReceiptsTotalAmt
Gross Revenue Total Events$454,816GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$17,428NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$67,143RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$98,148FoodAndBeverageTotalEventsAmt
Entertainment Total Events$13,700EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$75,161OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$271,580DirectExpenseSummaryEventsAmt
Net Income Summary$183,236NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (67 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Alison Murphy Foundation
818 Main StLancasterMA01523260854581$5,298$0Critical Needs
Art Longsjo Foundation
PO Box 1289SaugusMA01906460726560$10,000$0Program Support
Ashburnham Conservation Trust
PO Box 966AshburnhamMA01430043504474$8,500$0ACT Stewardship
Becker College
61 Sever StWorcesterMA01609042108346$5,140$0Mental Health Trainings
Bernardian Charitable Foun
780 Main StFitchburgMA01453460901446$5,250$0Educational programs
Boys & Girls Club of NCM
365 Lindell AveLeominsterMA01453043576700$326,823$0Afterschool programming
Boys & Girls Club of Worceste
65 Traiter StWorcesterMA01610042105851$11,000$0Youth & Family Support
City of Leominster
25 West StLeominsterMA01453046006004$6,000$0Fuel assistance
City of WorcesterPublic Scho
20 Irving StWorcesterMA01609046001418$10,000$0Mental Health First Aid Training
Community Health Connections
275 Nichols RdFitchburgMA01420043452367$13,653$0Health Services
Community Health Link
72 Jacques StreetWorcesterMA01610042626179$18,514$0Mental Health Forum
Doyle Field Donation Account
109 Graham StLeominsterMA01453542106411$42,885$0Field restoration
Fitchburg Art Museum
185 Elm StFitchburgMA01420046111758$7,000$0Grant for operations/programs
Fitchburg Historical Society
50 Grove StFitchburgMA01420046060118$35,629$0Grant for building maintenance
Fitchburg Schools
166 Boulder Drive Suite 108FitchburgMA01420046001388$25,846$0Stipends for afterschool programs
Fitchburg State University
160 Pearl StreetFitchburgMA01420042661048$67,027$0Scholarships
GAAAFSN
361 Main StAtholMA01331043537449$5,140$0Special Needs
GAAMHA
208 Coleman StGardnerMA01440042437107$30,000$0Sober Living Case Manager
Greater Ennis United Ways
PO Box 639EnnisTX75120237087962$27,005$0Support of safety net programs
Growing Places Garden Project
325 Lindell AveLeominsterMA01453100004885$11,000$0Teaching gardens
Indian Hill Music Center
PO Box 1484LittletonMA01460042867945$43,000$0Music programs
Just Understand My Potential
PO Box 604HarvardMA01451208293343$6,000$0Strategic Marketing Plan
Kylees Kare Kits for Kids
68 Main St 564LeominsterMA01453032846225$15,000$0Critical needs
Leominster Ed Foundation
24 Church StLeominsterMA01453208787341$65,667$0Music program & mental health
Literacy Volunteers of Mont A
610 Main StFitchburgMA01420239329115$5,263$0Literacy
Loaves & Fishes Food Pantry
234 Barnum RoadDevensMA01434010726924$10,000$0Critical needs
LUK Crisis
535 Westminster StFitchburgMA01420222592809$8,475$0Peer outreach/opiod assessment
Lunenburg Fire Department
655 Massachusetts AveLunenburgMA01462046001206$5,826$0Health education
Mont Interfaith Hospitality
923 Main StFitchburgMA01420042551175$29,885$0Building purchase & renovation
Montachusett Regional Trails
127R Wate StFitchburgMA01420237055674$6,000$0Strategic Plan for Organization
Mount Grace Land Conservation
1461 Old Keene RdAtholMA01331042938967$20,000$0Local Food Initiative
MWCC Foundation
444 Green StFitchburgMA01420237136083$568,391$0Educational programs
Narragansett Regional School
462 Baldwinville RdBaldwinvilleMA01436046006593$5,782$0Library supplies
Nashua River Watershed
592 Main StGrotonMA01450237055674$95,662$0Support conservation
Nashua Valley Boy Scouts
1980 Lunenburg RdLancasterMA01523042349692$34,459$0Support for Boy Scouts of NCM
NEADS
305 Redemption Rock Trail SouPrincetonMA01541237281887$5,147$0Puppy Training
NMRS Scholarship Foundation
Main StTownsendMA01469042586706$55,493$0Playground Equipment/Scholarships
NMRS Scholarship Foundation
PO Box 715TownsendMA01469042586706$12,000$0Scholarships
North County Land Trust
325 Lindell AveLeominsterMA01453223193109$29,300$0Farmland inventory project
On-Site Academy
PO Box 448WestminsterMA01473043214678$12,000$0Office Policy & Operational Develop
Our Fathers House
PO Box 7251FitchburgMA01420222515061$19,674$0Homelessness
Pat Brody Shelter
PO Box 142LunenburgMA01462223117579$8,000$0Veterinary services
Pepperell Fire Department
38 Park StPepperellMA01463046001265$7,405$0Lucas2 Chest Compression System
Quabbin Retreat
211 N Main StPetershamMA01366812053488$25,579$0Addiction Recovery Education
River Cities United Way
PO Box 966Lake HavasuAZ86405237373816$26,023$0Support of safety net programs
Ryan Patrick Jones Heart of a
127 State Rd WWestminsterMA01473261611030$9,342$0General Support
Salvation Army
25 Shawmut RoadCantonMA02021042103624$71,000$0Bridging the Gap Program
Seven Hills Family Services
22 Grant RdDevensMA01434042274992$10,300$0Mental Health Program
Shine Initiative
649 John Fitch HighwayFitchburgMA01420043537449$7,945$0Mental Health Programs
Social Venture Partners of Bo
71 Commercial StBostonMA02109454233024$11,000$0General Support
Spanish American Center
112 Spruce StLeominsterMA01453042761759$19,375$0Safety needs
Squannacook Greenways
88 South Harbor RdTownsendMA01469453244076$15,000$0Squannacook River Rail Trail
St Anthony School
123 Salem StFitchburgMA01420042308930$11,549$0Scholarships
St Leo School
120 Man StLeominsterMA01453$12,653$0Scholarships/Supplies
Stratton Players
PO Box 2122FitchburgMA01420046079244$12,000$0Organization Development
Townsend Congregational Churc
3 Brookline StTownsendMA01469046000843$12,945$0Hope & Healing Youth Outreach
Townsend Fire EMS
272 Main StTownsendMA01469046001326$7,374$0CPR machine
Townsend Public Library
12 Dudley RdTownsendMA01469263562595$5,012$0General Support
Townsend Public Library Endow
12 Dudley RdTownsendMA01469263562595$25,000$0Library needs
Travis Mills Foundation
89 Water StHallowellME04347464239670$30,040$0General Support
United Neighbors of Fitchburg
18 Farimont StFitchburgMA01420042706755$23,242$0Teen Center/strategic capacity buil
United Way of Central Alabama
PO Box 320189BirminghamAL35232630288846$48,341$0Support of safety net progams
United Way of Greater Stark County
4825 Highbee Ave NWCantonOH44718134254191$38,005$0Support of safety net programs
United Way of Laurens County
16 Peachtree StClintonSC29325237011064$46,948$0Support of safety net programs
United Way of NCM
285 John Fitch HighwayFitchburgMA01420042233021$436,836$0Support of safety net programs
Virginia Thurston Healing Gar
145 Bolton RdHarvardMA01451043522717$17,296$0Therapeutic programs
Worcester State University
486 Chandler StWorcesterMA01602042760551$6,850$0Mental Health Programs
FieldValueIRS element (for citing)
Total501c3 Org66Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
College Scholarships144$136,265
Clothing/Medical Assistance21$27,612Actual costsClothing/medical/Utility/Transporta

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationThe Community Foundation monitors the grants from its general endowment by working closely with the funded agencies. In addition, semiannual reports are submitted detailing expenditures and program measurements and outcomes.This thorough review by Foundation staff and community volunteers helps ensure that donors' contributions are effective and making a difference in the community.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$223,972NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtTwo Board Members are father and son.Two Board Members are father-in-law and daughter-in-law.
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe finance and executive committee is given a copy of the 990 to review and the board of directors has final approval of the return prior to filing it with the Internal Revenue Service.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTHE TRUSTEES ARE GIVEN A COPY OF A CODE OF ETHICS AND A CONFLICT OF INTEREST POLICY THAT THEY SIGN OFF ON THAT THEY RECEIVED. ANY CONFLICTS ARE PUT IN WRITING AND SIGNED BY THE TRUSTEE AND DATED ON A YEARLY BASIS.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe executive committee reivews the president's performance annually and reports to the board of directors.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAudited financial statements are available on the organization's website. In addition, a summary of the financial results are provided in an annual report, which is posted on the website in addition to being made available upon request.
Other Changes In Net Assets Or Fund Balances - Other DecreasesUnrelated Business Taxed = -$2274

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
UNITED WAY OF NORTH CENTRAL MASS
649 JOHN FITCH HIGHWAYFITCHBURGMA01420042233021Improve lives by supporting programsMA501 (C)(3)N/Afalse
CFNCM Supporting Organization
649 John Fitch HighwayFitchburgMA01420261302246Support the operations of the CFNCMMA501 (c) (3)N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNITED WAY OF NORTH CENTRAL MASS
b$175,000Cash
UNITED WAY OF NORTH CENTRAL MASS
c$201,235Cash
UNITED WAY OF NORTH CENTRAL MASS
j$13,072Cash
UNITED WAY OF NORTH CENTRAL MASS
o$258,936Cash
UNITED WAY OF NORTH CENTRAL MASS
p$23,464Cash

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