2016-05-04T09:27:31-05:00 2015-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2015-01-01 043266789 FOUNDATION FOR METROWEST INC FOUN 5086472260 3 ELIOT STREET NATICK MA 01760 GARRY HOLMES CHAIRMAN 5086472260 2016-05-03 1 RICHARD B DIONNE P00142882 9784522500 2016-05-03 2015 2016-09-27 15:27:22Z JUDY SALERNO 3 ELIOT STREET NATICK MA 01760 7682928 0 X WWW.FOUNDATIONFORMETROWEST.ORG X 1995 MA THE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILNTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS. 19 19 10 0 0 0 2973546 3761101 -4715 30622 322100 270957 9427 -44104 3300358 4018576 1024391 1345218 0 0 499961 721708 0 0 283842 400442 385067 1924794 2451993 1375564 1566583 14921327 15981049 634976 675306 14286351 15305743 X THE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILANTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS. 0 0 1848748 1345218 30622 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING 1848748 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 10 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X JUDY SALERNO 5086472260 3 ELLIOT STREET NATICK MA 01760 ROBERT B BRACK FORMER CHAIRMAN 5.00 X X 0 0 0 GARRY HOLMES CHAIRMAN 5.00 X X 0 0 0 DAVID SHUMAN TREASURER 5.00 X X 0 0 0 ANDREA SUSSMAN TRUSTEE 5.00 X 0 0 0 DAVID BANNON TRUSTEE 5.00 X 0 0 0 TOM CROTTY TRUSTEE 5.00 X 0 0 0 SUSAN ELLIOTT TRUSTEE 5.00 X 0 0 0 PATTY GANNON TRUSTEE 5.00 X 0 0 0 JAMES HANRAHAN SECRETARY 5.00 X X 0 0 0 JOHN R HEERWAGEN TRUSTEE 5.00 X 0 0 0 PAMELA LESSER TRUSTEE 5.00 X 0 0 0 JOHN J O'NEIL III TRUSTEE 5.00 X 0 0 0 JANET PATTILLO FORMER TRUSTEE 5.00 X 0 0 0 MARGARET RAMSEY TRUSTEE 5.00 X 0 0 0 KYLE SCHAFFER TRUSTEE 5.00 X 0 0 0 JOHN STEIGER TRUSTEE 5.00 X 0 0 0 ROBERT A VIGODA TRUSTEE 5.00 X 0 0 0 KENNETH VONA TRUSTEE 5.00 X 0 0 0 LOUIS CROSIER TRUSTEE 5.00 X 0 0 0 PAUL GRIFFIN TRUSTEE 5.00 X 0 0 0 ROLAND HOCH TRUSTEE 5.00 X 0 0 0 JUDITH SALERNO EXECUTIVE DIRECTOR 40.00 X 150000 0 13233 150000 0 13233 1 0 1 0 0 340556 3420545 368599 3761101 WORKSHOPS 900099 24367 24367 ADMINISTRATIVE FEE REVENUE 523000 6255 6255 30622 265707 265707 3609725 3604475 5250 5250 5250 15773 340556 59877 -44104 -44104 4018576 30622 0 226853 1320518 1320518 24700 24700 163233 114263 48970 469848 276378 68194 125276 11326 8862 1540 924 26832 15189 4455 7188 50469 22503 14102 13864 2400 2400 27292 27292 148045 148045 43585 35548 8037 21037 6865 9943 4229 48796 20354 15902 12540 1940 865 542 533 6915 6915 13756 13756 3246 3246 DEVELOPMENT EXPENSES 45603 45603 MISCELLANEOUS 10604 4469 4499 1636 SPECIAL EVENTS 5334 5334 DUES & SUBSCRIPTIONS 2837 2837 3677 884 2793 2451993 1848748 319403 283842 512417 815615 12649 27980 918758 2104210 11602 14038 109041 88932 29077 20109 13436824 12999097 14921327 15981049 2111 9272 17500 84700 615365 581334 634976 675306 X 9800249 9840022 2859467 3839086 1626635 1626635 14286351 15305743 14921327 15981049 X 1566583 -555613 8422 X 0 1 X 1 0 X 1475725 2182870 2179758 2973546 2761066 11572965 1475725 2182870 2179758 2973546 2761066 11572965 2628908 8944057 181167 207475 211949 315398 265707 1181696 12754661 16611 0.70120 0.76590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56 432081 621984 5044839 1 1 6197254 2383984 150816 483616 90894 8157544 6217342 184727 186724 184630 206909 6197254 5319410 254910 543963 93929 -192988 6217342 5154999 502293 575671 402619 510934 5319410 5122785 365846 80187 391967 21852 5154999 0.60120 0.20240 0.19650 0 0 76888 67430 9458 32153 21502 10651 20109 AGENCY ENDOWMENTS 581334 581334 X 3519590 -555613 59877 -495736 4015326 3250 3250 4018576 2500198 59877 59877 2440321 11672 11672 2451993 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR MAKING GRANTS TO OTHER NON-PROFIT ORGANIZATIONS WHICH SUPPORT THE NEEDS OF THE METROWEST COMMUNITY. PART X, LINE 2: THE ORGANIZATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRC. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS REQUIRED BY FASB ASC 740-10, INCOME TAXES, TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE ORGANIZATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE. THEREFORE, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX EXEMPT NOT-FOR-PROFIT ENTITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED AGAINST EVENT REVENUES PART XI, LINE 4B - OTHER ADJUSTMENTS: GIFTS TO AGENCY ENDOWMENT FUNDS PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED AGAINST EVENT REVENUES PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS FROM AGENCY ENDOWMENT FUNDS SPRING INSPIRATIONAL EVENT 135390 128132 7258 24399 COMMUNITY LEADERSHIP BREAKFAST 218617 210102 8515 35478 1 2322 2322 356329 340556 15773 59877 59877 -44104 1 A PLACE TO TURN 99 HARTFORD STREET NATICK MA 01760 042790777 501(C)(3) 5750 METROWEST HUNGER RELIEF ADVOCATES INC 1 CLARKS HILL SUITE 305 FRAMIINGHAM MA 01702 237451423 501(C)(3) 5500 PROGRAM SUPPORT BABSON COLLEGE OFFICE OF ADVANCEMENT BABSON COLLEGE BABSON PARK MA 02457 042103544 501(C)(3) 10000 SCHOLARSHIPS BETAXI HOUSE PROJECT 2001 UNIVERSITY AVE AUSTIN TX 78705 741219941 501(C)(3) 10000 PROGRAM SUPPORT BETHANY HILL SCHOOL 484 MAIN STREET STE 360 WORCESTER MA 01608 042493492 501(C)(3) 10000 FAMILY SUPPORT BOYS AND GIRLS CLUBS OF METROWEST INC 169 PLEASANT STREET MARLBOROUGH MA 01752 042387225 501(C)(3) 25000 PROGRAM SUPPORT CHARLES RIVER WATERSHED ASSOCIATION 190 PARK ROAD WESTON MA 02493 046136989 501(C)(3) 10000 ENVIRONMENTAL COMMUNITIES FOR RESTORATIVE JUSTICE PO BOX 65 219 WALDEN STREET CONCORD MA 01742 042261109 501(C)(3) 12000 COMMUNITY BUILDING GRANT DOC WAYNE YOUTH SERVICES INC 418 COMMONWEALTH AVENUE BOSTON MA 02215 274216064 501(C)(3) 10000 YOUTH DEVELOPMENT; PROGRAM SUPPORT DOMESTIC VIOLENCE SERVICES OF CENTRAL MIDDLESEX INC PO BOX 1556 CONCORD MA 017426556 043519394 501(C)(3) 8000 COMMUNITY ENDOWMENT OF LEXINGTON - HUMAN SERVICES; PROGRAM SUPPORT EMPLOYMENT OPTIONS INC 82 BRIGHAM STREET MARLBOROUGH MA 01752 237089596 501(C)(3) 10000 FAMILY SUPPORT ENGLISH AT LARGE 800 W CUMMINGS PARK STE 5550 WOBURN MA 01801 043050593 501(C)(3) 8500 FAMILY SUPPORT FAMILY PROMISE 20 COMMON STREET PO BOX 847 NATICK MA 01760 205963640 501(C)(3) 10000 FAMILY SUPPORT FRAMINGHAM ADULT ESL PROGRAM FUND PO BOX 351 NATICK MA 01760 043266789 501(C)(3) 47000 GENERAL SUPPORT; FAMILY SUPPORT FRIENDS OF THE WALTHAM FAMILY SCHOOL 510 MOODY STREET WALTHAM MA 02453 462772840 501(C)(3) 9000 FAMILY SUPPORT FROM THE TOP 295 HUNTINGTON AVENUE STE 200 BOSTON MA 02115 043583756 501(C)(3) 15000 PROGRAM SUPPORT GOODNOW LIBRARY FOUNDATION 21 CONCORD ROAD SUDBURY MA 01776 043026646 501(C)(3) 10000 PROGRAM SUPPORT HOPE AND COMFORT INC PO BOX 241 NEWTON MA 02464 451329518 501(C)(3) 10000 YOUTH DEVELOPMENT; FAMILY SUPPORT HOPE WORLDWIDE NEW ENGLAND INC 214 CONCORD STREET FRAMIINGHAM MA 01702 043148787 501(C)(3) 5500 METROWEST HUNGER RELIEF; SOUTHBOROUGH COMMUNITY HUNGER RELIEF I'M STILL HERE FOUNDATION 130 NEW BOSTON STREET SUITE 103 WOBURN MA 01801 043516917 501(C)(3) 7500 FUND FOR WELLESLEY SENIOR SUPPORT JEFF'S PLACE 34 DELOSS STREET 2ND FLOOR FRAMINGHAM MA 01702 450920240 501(C)(3) 10000 FAMILY SUPPORT JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 017026265 042730898 501(C)(3) 28000 MW HUNGER RELIEF FUND; PROGRAM SUPPORT; FAMILY SUPPORT LAND CONSERVATION AND ADVOCACY TRUST 873 CONCORD STREET FRAMIINGHAM MA 01701 263302622 501(C)(3) 12640 SARAH CLAYES HOUSE FUND LAND'S SAKE INCORPORATED 27 CRESCENT STREET WESTON MA 02493 042702759 501(C)(3) 9477 METROWEST HUNGER RELIEF; PROGRAM SUPPORT LOVIN' SPOONFULS 418 COMMONWEALTH AVENUE BOSTON MA 02215 271810597 501(C)(3) 15750 METROWEST HUNGER RELIEF; PROGRAM SUPPORT MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS 1046 CAMBRIDGE STREET CAMBRIDGE MA 02139 042596270 501(C)(3) 10000 PROGRAM SUPPORT MASSACHUSETTS AUDOBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 042104702 501(C)(3) 12950 GENERAL SUPPORT; PROGRAM SUPPORT; YOUTH DEVELOPMENT; ENVIRONMENT MASSACHUSETTS RIVERS ALLIANCE 14 BEACON STREET STE 607 BOSTON MA 02108 208387704 501(C)(3) 10000 ENVIRONMENT METROWEST LEGAL SERVICES INC 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 043177488 501(C)(3) 12000 FAMILY SUPPORT; PROGRAM SUPPORT METROWEST MEDIATION SERVICES 600 CONCORD STREET FRAMINGHAM MA 01702 042710084 501(C)(3) 6500 FAMILY SUPPORT MINUTEMAN SENIOR SERVICES 26 CROSBY DRIVE BEDFORD MA 01730 042587212 501(C)(3) 10900 METROWEST HUNGER RELIEF; FAMILY SUPPORT MUSEUM OF WWII 46 ELIOT STREET NATICK MA 01760 455327601 501(C)(3) 10000 ARTS & CULTURE NATICK HIGH SCHOOL 15 WEST STREET NATICK MA 01760 043164739 501(C)(3) 14200 SCHOLARSHIPS NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 042433772 501(C)(3) 14000 METROWEST HUNGER RELIEF; FAMILY SUPPORT NEIGHBOR BRIGADE PO BOX 248 LEXINGTON MA 02420 271871610 501(C)(3) 20000 PROGRAM SUPPORT NEIGHBORS WHO CARE 174 MOODY STREET WALTHAM MA 02454 134244456 501(C)(3) 10000 FAMILY SUPPORT NEW REPERTORY THEATRE 200 DEXTER AVENUE WATERTOWN MA 02472 222831171 501(C)(3) 7500 ARTS & CULTURE FUND NORTHEASTERN UNIVERSITY - 301 ROBINSON HALL 360 HUNGTINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 10000 FUND FOR WELLESLEY YOUTH DEVELOPMENT OPENTABLE INC PO BOX 42 CONCORD MA 01742 043048933 501(C)(3) 9500 YOUTH DEVELOPMENT; METROWEST HUNGER RELIEF OUT METROWEST INC PO BOX 2122 FRAMIINGHAM MA 01703 465712986 501(C)(3) 47000 YOUTH DEVELOPMENT; PROGRAM SUPPORT PROGRAMS FOR PEOPLE 98 LINCOLN STREET FRAMINGHAM MA 01702 042609789 501(C)(3) 10000 POITRAS FUND REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 042735449 501(C)(3) 19000 PROGRAM SUPPORT; FAMILY SUPPORT READ TO A CHILD 125 SUMMER STREET STE 325 BOSTON MA 02110 203526239 501(C)(3) 7000 YOUTH DEVELOPMENT REDISCOVERY AT JRI 296 NEWTON STREET STE 150 WALTHAM MA 02453 042526357 501(C)(3) 11250 YOUTH DEVELOPMENT ROXBURY PREPARATORY CHARTER SCHOOL 206 MAGNOLIA STREET DORCHESTER MA 02121 223850778 501(C)(3) 10000 PROGRAM SUPPORT SILVER LINING MENTORING 727 ATLANTIC AVENUE 3RD FLOOR BOSTON MA 02111 043575764 501(C)(3) 10500 PROGRAM SUPPORT SMOC 300 HOWARD STREET FRAMIINGHAM MA 01701 042389659 501(C)(3) 7000 FAMILY SUPPORT SNAP-SPECIAL NEEDS ART PROGRAM PO BOX LEXINGTON MA 02420 222570673 501(C)(3) 6500 PROGRAM SUPPORT; COMMUNITY ENDOWMENT OF LEXINGTON ARTS & CULTURE SOUTHBOROUGH FRIENDS OF THE YOUTH COMMISISON 17 COMMON STREET SOUTHBOROUGH MA 01772 048102730 501(C)(3) 10000 SOUTHBOROUGH COMMUNITY FUND SUDBURY COMMUNITY FOOD PANTRY PO BOX 751 SUDBURY MA 01776 043237546 501(C)(3) 6000 METROWEST HUNGER RELIEF SUDBURY VALLEY TRUSTEES INC 18 WOLBACH ROAD SUDBURY MA 01776 046049963 501(C)(3) 6500 ENVIRONMENT THE CENTER FOR ARTS IN NATICK 14 SUMMER STREET NATICK MA 01760 043364016 501(C)(3) 5250 PROGRAM SUPPORT THE DISCOVERY MUSEUMS 177 MAIN STREET ACTON MA 01720 042741645 501(C)(3) 6000 PROGRAM SUPPORT THE KEEPSMILIN4ABBIE FOUNDATION 12 TERESA ROAD HOPKINTON MA 01748 477096233 501(C)(3) 88418 PROGRAM SUPPORT TOWN OF WELLESLEY 525 WASHINGTON STREET WELLESLEY MA 02482 10000 A PATH IN THE WOODS FUND UNITARIAN UNIVERSALIST SOCIETY OF WELLESLEY HILLS 309 WASHINGTON STREET WELLESLEY MA 02481 226045 PROGRAM SUPPORT UNITED PARISHES OF SOUTHBOROUGH FOOD PANTRY 15 COMMON STREET SOUTHBOROUGH MA 01772 383679176 11500 SOUTHBOROUGH COMMUNITY EMERGENCY FUND; METROWEST HUNGER RELIEF WALNUT HILL SCHOOL 12 HIGHLAND STREET NATICK MA 01760 042103636 501(C)(3) 20000 PROGRAM SUPPORT WALTHAM BOYS AND GIRLS CLUB 20 EXCHANGE STREET WALTHAM MA 02451 042103927 501(C)(3) 7500 ARTS & CULTURE WATCH INC 24 CRESCENT STREET STE 401 WALTHAM MA 02453 222918528 501(C)(3) 10000 FAMILY SUPPORT 58 2 SCHOLARSHIPS 8 24700 PART I, LINE 2: GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS. X 0 0 0 0 0 0 0 0 0 JUDITH SALERNO EXECUTIVE DIRECTOR 150000 0 0 0 0 0 0 0 13233 0 163233 0 0 0 X 11 368599 QUOTED STOCK PRICE 0 1 0 PART I, LINE 32B: STOCK CONTRIBUTIONS ARE SOLD BY INVESTMENT MANAGERS IMMEDIATELY UPON NOTIFICATION OF RECEIPT THEN THEY ARE REINVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY. FORM 990, PART VI, SECTION A, LINE 2 TOM CROTTY AND DAVID BANNON HAVE A BUSINESS RELATIONSHIP. JOHN HEERWAGEN IS THE PRESIDENT OF MIDDLESEX SAVINGS BANK. DAVID SHUMAN AND GARRY HOLMES HAVE A BUSINESS RELATIONSHIP. GARRY HOLMES AND JOHN HEERWAGEN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE AUDIT COMMITTEE WITH THE AUDITORS, THEN COPIES ARE PROVIDED TO ALL TRUSTEES FOR REVIEW AT THE NEXT FULL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES MUST BE SIGNED BY ALL STAFF, TRUSTEES AND COMMITTEE MEMBERS, DISCLOSURES ARE SENT TO ALL TRUSTEES AS PART OF THE ANNUAL AUDIT PROCESS, COMMITTEE MEMBERS RECEIVE DISCLOSURES FOLLOWING THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS DETERMINED BASED ON: 360 PERFORMANCE REVIEW CONTAINING FEEDBACK FROM STAFF, TRUSTEES AND INDEPENDENT PERSONS AND REVIEW OF OTHER LOCAL COMMUNITY FOUNDATION SALARIES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 990 AND FORM 1023 ARE AVAILABLE ON THE ORGANIZATION'S WEB SITE, ON GUIDESTAR AND UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEB SITE. FORM 990, PART XI, LINE 9: NET AGENCY ENDOWMENT ACTIVITY 8,422.