COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC (EIN 04-3537449)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-10-09
IRS object ID
201642839349300104
Schema version
2015v2.0
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)
Return2016-10-09T16:08:56-07:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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
Signature2016-10-09SignatureDt
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)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$9,500,413GrossReceiptsAmt
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 Body23VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,825NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,205,316PYContributionsGrantsAmt
CY Contributions Grants$2,786,337CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,214,155PYInvestmentIncomeAmt
CY Investment Income$1,239,226CYInvestmentIncomeAmt
PY Other Revenue$196,452PYOtherRevenueAmt
CY Other Revenue$161,108CYOtherRevenueAmt
PY Total Revenue$9,615,923PYTotalRevenueAmt
CY Total Revenue$4,186,671CYTotalRevenueAmt
PY Grants And Similar Paid$3,330,405PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,861,018CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$182,493CYTotalFundraisingExpenseAmt
PY Other Expenses$384,752PYOtherExpensesAmt
CY Other Expenses$413,684CYOtherExpensesAmt
PY Total Expenses$3,715,157PYTotalExpensesAmt
CY Total Expenses$4,274,702CYTotalExpensesAmt
PY Revenues Less Expenses$5,900,766PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$88,031CYRevenuesLessExpensesAmt
Total Assets BOY$40,121,871TotalAssetsBOYAmt
Total Assets EOY$38,505,118TotalAssetsEOYAmt
Total Liabilities BOY$52,422TotalLiabilitiesBOYAmt
Total Liabilities EOY$60,247TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,069,449NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,444,871NetAssetsOrFundBalancesEOYAmt
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$3,523,787ExpenseAmt
Grant$3,466,378GrantAmt
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$293,304ExpenseAmt
Grant$293,304GrantAmt
Revenue$293,304RevenueAmt
DescThe Community Foundation of North Central Massachusetts distributed 23 grants, totaling nearly $300,000 from its general endowment funds and field of interest funds.Eight of the 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; Nashoba Fund; IC Founders Society Endowment Fund; KRC Family Endowment Fund, and the W. E. Aubuchon, Jr. General Endowment Fund. Becket Family of Services, Fitchburg, which specializes in addressing behavioral disorders in children and adolescents, of Fitchburg received a $6,000 grant to purchase additional tools for its vocational programmingallowing it to serve more clients. A $3,000 grant to the Boys & Girls Club of Fitchburg and Leominster, located in Leominster, will support certified training to staff in facilitating ALL STARS programming, an evidence-based substance abuse prevention program designed for students 11 to 17 years old. House of Peace and Education, Inc., Gardner, received a $15,000 grant to train its staff for the implementation of Training Grounds, a program to help clients with challenges.L.U.K. Crisis Center, Inc., Fitchburg, will use its $13,879 grant toward a program that will hire four young adults as peer outreach workers, who have relevant backgrounds to reach out and prevent youths from running away from home.A $11,000 grant to Montachusett Opportunity Council, Inc., Fitchburg, will be used to integrate a nationally recognized bystander intervention curriculum into its youth groups and sessions, which teaches young people how to safely intervene on behalf of someone who is being victimized. Over 120 professionals will receive training in health-based conflict intervention and mediation, which helps vulnerable population resolve issues, through a $20,000 grant to Quabbin Mediation, Inc., Orange.The Friday Market, Petersham, received a $2,000 grant toward Petersham Friday Market, which will provide a 20-week music program to enhance and increase community awareness and attendance. A $15,000 grant to the Winchendon School District will fund an afterschool program that addresses curriculum gaps. The Doyle Fund, established for environmental causes and animal welfare made five grants: Montachusett Regional Vocational Technical School, Fitchburg, received a $25,000 grant for its new veterinary science training program. A $15,000 grant to Mount Grace Land Conservation Trust, Athol, for its Eagle Reserve Conservation Initiative, which will create public access opportunities to a soon to be acquired 147-acre parcel of land. North County Land Trust, Inc., Leominster, received a $9,580 grant toward The Farmland Inventory Project, which is focused on promoting the importance of local farms and farmland. The Pat Brody Shelter for Cats, Inc., Lunenburg, $5,000 grant will be used to provide low or no cost veterinary services for low income cat owners as well as stray and abandoned cats. A $15,000 grant to the Princeton Land Trust, Princeton, will go toward the acquisition of the Fieldstone Farm in Princeton for conservation. This grant amount, in conjunction with other efforts, will preserve the towns conservation land.The Community Foundation Organizational Development Fund, established to provide opportunities for area non-profits to take steps to build their capacity and/or provide for better sustainability, made five grants: Athol-Orange Community Television, Inc., Athol, received a $4,000 grant to hire a consultant to write a volunteer policy for the organization. Development of this policy will streamline the recruitment, training and retaining of volunteers who play an integral part in the functioning of the organization and its mission. A $5,000 grant to Cooperative Elder Services, Inc., Groton, will be used toward the creation of a three-year strategic plan. Mount Wachusett Community College, Gardner, which manages United Way Youth Venture for United Way of North Central Massachusetts, received a $20,000 grant to hire a part-time development person to assist with expansion of the youth development program to additional communities. A $11,800 grant to the Spanish American Center, Leominster, will be used to hire a consultant to draft a 5-year strategic plan. The Virgina Thurston Healing Garden, Harvard, received a $13,645 grant, which will be used to update and expand its marketing outreach. Five grants were made possible through the Community Foundation Critical Needs Fund, a fund established for providing assistance with issues that are deemed to be critical needs:Kylees Kare Kits for Kidz, Inc., Leominster, received a $15,000 grant to purchase food as part of a backpack program, which provides food insecure students in Leominster Public Schools with meals and snacks on the weekend.Ginnys Helping Hand, Inc., Leominster, received a $20,000 grant to assist with the development of a strategic and succession plan. A $23,400 grant to AED Foundation, Inc., Gardner, will be used for its Alyssas Place: Peer Recovery and Resource Center, which provides substance abuse services. The United Way of Tri-County received a $5,000 grant for its Wheat Community Connections food pantry program in Clinton. A $20,000 grant to Veteran Homestead, Inc., Fitchburg, will be used as part of a program to address opioid addiction in veterans. Since its inception, the foundation has awarded nearly $48 million in grants and distributions from 185 funds that have been established by individuals, families and organizations.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$101,336ExpenseAmt
Grant$101,336GrantAmt
Revenue$101,336RevenueAmt
DescThe Community Foundation of North Central Massachusetts and the Greater Lowell Community Foundation awarded 20 grants, from the Nashoba Valley Community Healthcare Funds, to help improve the health of residents in 13 communities in the region. The grants awarded from the CFNCM Nashoba Valley Healthcare Funds totaled $92,700.Asthma & Allergy Foundation of America, New England Chapter, of Needham received a $2,916 grant to train educators and childcare providers on how to recognize the signs and symptoms of an asthma or allergy episode.A $2,916 grant to Circle Home, Inc., Lowell, will be used for fall prevention clinics, which includes screenings, counseling by a registered nurse or physical therapist, and educational materials.Cooperative Elder Services, Inc., Lexington, will use its $3,062 grant to purchase the remaining equipment necessary to secure licensure for an adult day health program.Devens Loaves & Fishes Food Pantry, Inc., received a $4,375 grant to expand its Neighborhood Food Project in Groton, providing nutritious and healthy food as well personal care items for families in need.LUK, Inc., Fitchburg, will use its $7,000 grant to develop an opioid-related assessment program to reduce overdoses, including Narcan training, three medication take-back events and the establishment of medication drop boxes.A $1,750 grant to Lunenburg Council on Aging will be used to install software at the Nashoba Valley Regional Dispatch District, which will provide emergency intervention to non-responsive at-risk seniors.MAB Community Services, Inc., Worcester, received a $2,916 grant for its Nashoba Valley Visually Impaired Elders Program. Services to help those with sight issues remain healthy, active and independent and to safely age in place through evaluation services, support groups and volunteer services. A $2,916 grant to Groton's Nashua River Watershed Association, will be used to promote Tick Talks, an educational series on how to minimize tick-borne diseases. The grant will be used to videotape the series, which will allow for greater outreach.New Entry Sustainable Farming Project, Lowell, received a $11,402 grant to connect Nashoba Valley seniors to local fresh fruits and vegetables. NM Cares of Pepperell received a $583 grant to increase awareness of drug addiction through a 5K fun run/walk, a poster contest for 4th graders; an essay contest for grades 5-8; awareness efforts for high school students, and a community vigil. A $9,334 grant to Fitchburg's Our Father's House will support a program that encourages and promotes participation by shelter families, with their children, in health prevention and wellness. Pathways for Change, Inc., Worcester, will raise awareness of men's violence against women through its $7,000 grant. This grant will bring the agency's successful Males Advocating Change program to the Nashoba region.An $5,077 grant to The Arc of Opportunity in North Central Massachusetts, Inc., Fitchburg, will be used for two 12-week educational sessions about the importance of physical activity and health needs for those with intellectual disabilities. Virginia Thurston Healing Garden, Harvard, received a $11,666 for its clinical programs and services, which reduces pain and symptoms of disease and treatment. Veteran Homestead Inc., of Fitchburg, received a $11,666 grant for its Elder Care Program, which provides 24-hour care, medication management, case management, benefits counseling and an assortment of other physical and recreational services designed to rehabilitate or provide comfort to chronically homeless veterans in need.A $8,141 grant to Veterans Inc. of Worcester for its Fort Devens Project will be used to purchase 13 computers (one for each residential unit), pre-loaded with VA software, so veterans can access services. The Foundations also approved two grants totaling $4,308 each to Fitchburg State University Foundation and Mount Wachusett Community College Foundation to provide scholarships to area students in the health field.Nashoba Valley Community Healthcare Fund provides annual distributions to nonprofit organizations, municipalities and other agencies, to advance the health of residents in 13 communities originally served by the hospital, including Ashby, Ayer, Bolton, Dunstable, Groton, Harvard, Lancaster, Littleton, Lunenburg, Pepperell, Shirley, Townsend and Westford. Recipients of the grants were selected by the Fund Advisory Committee, comprised of local leaders in business, health care and education. The Community Foundation of North Central Massachusetts, www.cfncm.org, was created in 2001 to serve the charitable interest of donors in Ashburnham, Ashby, Athol, Ayer, Barre, Bolton, Clinton, 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. For more information, see www.cfncm.org.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,918,427TotalProgramServiceExpensesAmt
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 LiabilitiesfalseReportOtherLiabilitiesInd
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 RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
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Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
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 Members23GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
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

Form990 Part VII Section A Form990PartVIISectionAGrp (22 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$170,213$22,977
STEVEN STONE
Treasurer2.0013.00Yes (X)Yes (X)$0$0$0
ATTORNEY C DEBORAH PHILLIPS
Trustee2.000.00Yes (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
RICHARD NOBILE
Trustee1.000.00Yes (X)$0$0$0
THOMAS BAGLEY III
Clerk1.000.00Yes (X)Yes (X)$0$0$0
ATTORNEY ASHLEIGH GELINAS
Trustee0.000.00Yes (X)$0$0$0
TED LAPRES
Chairman1.000.00Yes (X)Yes (X)$0$0$0
GEORGANA COCHRAN
Trustee1.000.00Yes (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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Total Other Compensation$22,977TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
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$248,771CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,786,337AllOtherContributionsAmt
Noncash Contributions$487,078NoncashContributionsAmt
Total Contributions$2,786,337TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,309,952TotalRevenueColumnAmt
Related Or Exempt Func Income$1,309,952RelatedOrExemptFuncIncomeAmt

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$5,052,614SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,120,954SecuritiesAmt
Other$2,386OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$68,340SecuritiesAmt
Other-$2,386OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$70,726TotalRevenueColumnAmt
Related Or Exempt Func Income-$70,726RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$351,510FundraisingGrossIncomeAmt
Fundraising Direct Expenses$190,402FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$161,108TotalRevenueColumnAmt
Exclusion$161,108ExclusionAmt

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$4,186,671TotalRevenueColumnAmt
Related Or Exempt Func Income$1,239,226RelatedOrExemptFuncIncomeAmt
Exclusion$161,108ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,741,280TotalAmt
Program Services$3,741,280ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$119,738TotalAmt
Program Services$119,738ProgramServicesAmt

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$248,771TotalAmt
Program Services$41,843ProgramServicesAmt
Management And General$76,650ManagementAndGeneralAmt
Fundraising$130,278FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,936TotalAmt
Management And General$11,936ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$43,242TotalAmt
Management And General$43,242ManagementAndGeneralAmt

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$25,668TotalAmt
Management And General$4,409ManagementAndGeneralAmt
Fundraising$21,259FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,609TotalAmt
Program Services$1,185ProgramServicesAmt
Management And General$8,771ManagementAndGeneralAmt
Fundraising$653FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,422TotalAmt
Program Services$6,212ProgramServicesAmt
Management And General$11,782ManagementAndGeneralAmt
Fundraising$3,428FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,704TotalAmt
Program Services$2,525ProgramServicesAmt
Management And General$4,700ManagementAndGeneralAmt
Fundraising$1,479FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,844TotalAmt
Program Services$907ProgramServicesAmt
Management And General$924ManagementAndGeneralAmt
Fundraising$2,013FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,066TotalAmt
Fundraising$10,066FundraisingAmt

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$13,529TotalAmt
Program Services$2,592ProgramServicesAmt
Management And General$573ManagementAndGeneralAmt
Fundraising$10,364FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,832TotalAmt
Management And General$4,832ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Telephone$3,660$1,290$1,185$1,185
Dues & Subscriptions$3,535$3,535
Printing and Publications$2,555$855$1,228$472
$1,296$1,296

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15TotalAmt
Management And General$15ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,274,702TotalAmt
Program Services$3,918,427ProgramServicesAmt
Management And General$173,782ManagementAndGeneralAmt
Fundraising$182,493FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$268,994BOYAmt
EOY$727,797EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$77,431BOYAmt
EOY$25,672EOYAmt

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$11,759BOYAmt
EOY$14,132EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$94,435LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$67,000LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$38,349BOYAmt
EOY$27,435EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$39,696,086BOYAmt
EOY$37,680,027EOYAmt

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$29,252BOYAmt
EOY$30,055EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$40,121,871BOYAmt
EOY$38,505,118EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$30,422BOYAmt
EOY$50,247EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$22,000BOYAmt
EOY$10,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,422BOYAmt
EOY$60,247EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,871,981BOYAmt
EOY$6,598,354EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,253,040BOYAmt
EOY$11,192,668EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,944,428BOYAmt
EOY$20,653,849EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,069,449BOYAmt
EOY$38,444,871EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,121,871BOYAmt
EOY$38,505,118EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$88,031ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,536,547NetUnrlzdGainsLossesInvstAmt
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$15,445,682CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,159,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,944,189CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,205,316CurrentTaxYearMinus1YearAmt
Current Tax Year$2,786,337CurrentTaxYearAmt
Total$32,540,838TotalAmt

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$15,445,682CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,159,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,944,189CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,205,316CurrentTaxYearMinus1YearAmt
Current Tax Year$2,786,337CurrentTaxYearAmt
Total$32,540,838TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,706,405SubstantialContributorsTotAmt
Public Support Total170$22,834,433PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$680,232CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$969,246CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,691,665CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,214,155CurrentTaxYearMinus1YearAmt
Current Tax Year$1,239,226CurrentTaxYearAmt
Total$10,794,524TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,777CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,391CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,767CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$196,452CurrentTaxYearMinus1YearAmt
Current Tax Year$161,108CurrentTaxYearAmt
Total$480,495TotalAmt
FieldValueIRS element (for citing)
Total Support$43,815,857TotalSupportAmt
Public Support CY1700.52110PublicSupportCY170Pct
Public Support PY1700.55640PublicSupportPY170Pct
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 Held57DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$285,535DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,103,420DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$3,010,122DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,354,160BeginningYearBalanceAmt
Contributions$7,466,861ContributionsAmt
Investment Earnings Or Losses-$67,556InvestmentEarningsOrLossesAmt
Grants Or Scholarships$801,492GrantsOrScholarshipsAmt
Administrative Expenses$146,232AdministrativeExpensesAmt
End Year Balance$20,805,741EndYearBalanceAmt
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$51,820OtherCostOrOtherBasisAmt
Depreciation$50,947DepreciationAmt
Book Value$873BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,200OtherCostOrOtherBasisAmt
Depreciation$15,638DepreciationAmt
Book Value$26,562BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$27,435TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,545,529TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,010,332NetUnrealizedGainsInvstAmt
Other Revenue-$331,204OtherRevenueAmt
Revenue Not Reported-$1,341,536RevenueNotReportedAmt
Revenue Subtotal$2,887,065RevenueSubtotalAmt
Other Revenues Not Included$1,299,606OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,299,606RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,186,671TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,005,163TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,005,163ExpensesSubtotalAmt
Other Expenses Not Included$1,269,539OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,269,539ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,274,702TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/SAgency Contributions $1211316 Agency Investment Income $88290
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/SAgency Grants $1269539

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)
Event1DinnerEvent1Nm
Gross Receipts Event1$189,368GrossReceiptsEvent1Amt
Gross Revenue Event1$189,368GrossRevenueEvent1Amt
Rent Facility Costs Event1$25,679RentFacilityCostsEvent1Amt
Food And Beverage Event1$64,275FoodAndBeverageEvent1Amt
Entertainment Event1$300EntertainmentEvent1Amt
Other Direct Expenses Event1$39,255OtherDirectExpensesEvent1Amt
Event2Golf TournamentsEvent2Nm
Gross Receipts Event2$90,025GrossReceiptsEvent2Amt
Gross Revenue Event2$90,025GrossRevenueEvent2Amt
Rent Facility Costs Event2$28,431RentFacilityCostsEvent2Amt
Food And Beverage Event2$2,889FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$9,634OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$72,117GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$72,117GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$3,240RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$745FoodAndBeverageOtherEventsAmt
Entertainment Other Events$1,500EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$14,454OthDirectExpnssOtherEventsAmt
Gross Receipts Total$351,510GrossReceiptsTotalAmt
Gross Revenue Total Events$351,510GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$57,350RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$67,909FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,800EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$63,343OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$190,402DirectExpenseSummaryEventsAmt
Net Income Summary$161,108NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (53 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
American Heart Association
PO Box 417005BostonMA02241135613797$8,500$0Heart research
Applewild School
120 Prospect StFitchburgMA01420042225643$6,000$0Program support
Boys & Girls Club of NCM
365 Lindell AveLeominsterMA01453043576700$402,573$0Afterschool programming
City of Leominster
25 West StLeominsterMA01453046006004$8,000$0Fuel assistance
Community Health Connections
275 Nichols RdFitchburgMA01420043452367$10,722$0Capital campaign
Cooperative Elders
9 Merriam St Suite 28LexingtonMA02420042680168$8,062$0Building project
Crocker Field Restoration Fun
14 Arn-How RdFitchburgMA01420300282054$10,523$0Field restoration
Doyle Field Commission
40 Albert DriveLeominsterMA01453542106411$86,218$0Field restoration
Fitchburg Art Museum
185 Elm StFitchburgMA01420046111758$7,000$0Grant for operations/programs
Fitchburg Historical Society
50 Grove StFitchburgMA01420046060118$1,028,782$0Grant for building fund
Fitchburg State University
160 Pearl StreetFitchburgMA01420042661048$117,573$0Scholarships
Gardner High School
70 Waterford StGardnerMA01440046001389$8,393$0Mental heath & tennis program
Ginnys Helping Hands
52 Mechanic StLeominsterMA01453043556937$20,000$0Strategic planning
Greater Ennis United Ways
PO Box 639EnnisTX75120237087962$24,443$0Support of safety net programs
GVNA Healthcare
35 Main StFitchburgMA01420042104246$132,278$0Endowment
Habitat for Humanity NCM
Oak Hill RdFitchburgMA01420042999854$6,000$0Homes for those in need
Healthalliance Hospitals
60 Leominster RdLeominsterMA01453042103555$6,500$0Medical care
House for Peace & Education
20 Barthel AveGardnerMA01440043300490$15,000$0Training grounds
Indian Hill Music Center
PO Box 1484LittletonMA01460042867945$30,930$0Music programs
Kylees Kare Kits for Kids
68 Main St 564LeominsterMA01453032846225$15,000$0Critical needs
Leominster Ed Foundation
24 Church StLeominsterMA01453208787341$34,985$0Music program & scholarships
Loaves & Fishes Food Pantry
234 Barnum RoadDevensMA01434010726924$19,875$0Critical needs
LUK Crisis
535 Westminster StFitchburgMA01420222592809$25,629$0Peer outreach/opiod assessment
Mont Regional Tech School
1050 Westminster StFitchburgMA01420042393534$37,924$0Scholarships/Veterinary programs
Montachusett Opportunity Coun
133 Prichard StFitchburgMA01420042401111$11,000$0Educ bystander intervention
Mount Grace Land Conservation
1461 Old Keene RdAtholMA01331042938967$15,000$0Eagle Reserve Conservation
MWCC
444 Green StFitchburgMA01420046002284$22,494$0Educational programs
MWCC Foundation
444 Green StGarnderMA01440237136083$57,308$0Scholarships
Narragansett Regional School
462 Baldwinville RdBaldwinvilleMA01436046006593$5,962$0Library supplies
Nashua River Watershed
592 Main StGrotonMA01450237055674$12,423$0Support conservation
Nashua Valley Boy Scouts
1980 Lunenburg RdLancasterMA01523042349692$36,868$0Support for scouts of NCM
NMRS Scholarship Foundation
Main StTownsendMA01469042586706$19,700$0Scholarships for students
North County Land Trust
325 Lindell AveLeominsterMA01453223193109$9,580$0Farmland inventory project
Our Fathers Table
PO Box 2653FitchburgMA01420043031827$13,334$0Homelessness
Pathways for Change
588 Main StWorcesterMA01608042734584$7,000$0Males advocating change
Princeton Land Trust
POBox 271PrincetonMA01541223078767$15,000$0Land acquistion
Quabbin Mediation Inc
13 South Main StOrangeMA01364043429086$20,000$0Conflict Intervention
River Cities United Way
PO Box 966Lake HavasuAZ86405237373816$28,229$0Support of safety net programs
Salvation Army
147 Berkley StBostonMA02116135562351$61,000$0Bridging the Gap
Social Venture Partners
PO Box 290634CharlestownMA02129454230249$28,500$0Non profit capacity building
Spanish American Center
112 Spruce StLeominsterMA01453042761759$36,800$0Food Assist/Strategic planning
The Arc Opportuity
564 Main StFitchburgMA01420042226199$10,077$0Program support
Townsend Historical Society
72 Main StTownsendMA01469237212599$307,474$0Endowment
Townsend Public Library Endowmen
12 Dudley RdTownsendMA01469263562595$5,500$0Library Augmentation Fund
United Neighbors of Fitchburg
18 Farimont StFitchburgMA01420042706755$10,000$0Teen Center/strategic capacity buil
United Way of Central Alabama
PO Box 320189BirminghamAL35232630288846$49,464$0Support of safety net progams
United Way of Greater Stark County
4825 Highbee Ave NWCantonOH44718134254191$35,900$0Support of safety net programs
United Way of Laurens County
16 Peachtree StClintonSC29325237011064$43,782$0Support of safety net programs
United Way of NCM
285 John Fitch HighwayFitchburgMA01420042233021$448,950$0Support of programs/ Capital campai
Veterans Homestead
25 Grove AveLeominsterMA01453043199887$31,666$0Opiod Addiction Program
Veterans Inc
69 Grove StreetWorcesterMA01605043098024$8,141$0Computer purchases
Virginia Thurston Healing Gar
145 Bolton RdHarvardMA01451043522717$25,311$0Therapeutic programs
Winchendon School District
175 Grove StWinchendonMA01475046001370$15,000$0Afterschool program
FieldValueIRS element (for citing)
Total501c3 Org53Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
College Scholarships105$97,228
Clothing/Medical Assistance25$22,510Actual costsClothing/medical assistance

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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPHILIP GRZEWINSKIPersonNm
TitlePresidentTitleTxt
Compensation Based On Rltd Orgs$170,213CompensationBasedOnRltdOrgsAmt
Nontaxable Benefits Rltd Orgs$22,977NontaxableBenefitsRltdOrgsAmt
Total Compensation Rltd Orgs$193,190TotalCompensationRltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Anderson Bagley & MayoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionBoard MemberRelationshipDescriptionTxt
TransactionD&O, Liability InsurTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$487,078NoncashContributionsRptF990Amt
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 (5 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.

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 (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNITED WAY OF NORTH CENTRAL MASS
b$448,950Cash
UNITED WAY OF NORTH CENTRAL MASS
c$201,529Cash
UNITED WAY OF NORTH CENTRAL MASS
j$8,703Cash
UNITED WAY OF NORTH CENTRAL MASS
o$248,771Cash
UNITED WAY OF NORTH CENTRAL MASS
p$27,409Cash
CFNCM Supporting Organization
c$469Cash

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