HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC (EIN 04-2633274)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-10
IRS object ID: 202513149349306296
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-10T17:45:18-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043037870	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BOLLUS LYNCH LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	89 SHREWSBURY STREET	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042633274	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HEALTH FOUNDATION OF CENTRAL MASSACH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HEAL	BusinessNameControlTxt
Phone	5084380009	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	446 MAIN STREET 20TH FLOOR	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01608	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AMIE SHEI PHD	PersonNm
Person Title	PRESIDENT AND CEO	PersonTitleTxt
Phone	5084380009	PhoneNum
Signature	2025-11-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEVIN J MAGUIRE JR CPA	PreparerPersonNm
PTIN	P02109581	PTIN
Phone	5087557107	PhoneNum
Preparation	2025-11-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	AMIE SHEI PHD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	446 MAIN STREET 20TH FLOOR	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01608	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$31,379,838	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	THFCM.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1977	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$4,683,671	PYInvestmentIncomeAmt
CY Investment Income	$6,740,192	CYInvestmentIncomeAmt
PY Other Revenue	$273,150	PYOtherRevenueAmt
CY Other Revenue	$227,188	CYOtherRevenueAmt
PY Total Revenue	$4,956,821	PYTotalRevenueAmt
CY Total Revenue	$6,967,380	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,849,076	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,811,213	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$875,591	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$831,184	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$419,312	PYOtherExpensesAmt
CY Other Expenses	$659,329	CYOtherExpensesAmt
PY Total Expenses	$4,143,979	PYTotalExpensesAmt
CY Total Expenses	$4,301,726	CYTotalExpensesAmt
PY Revenues Less Expenses	$812,842	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,665,654	CYRevenuesLessExpensesAmt
Total Assets BOY	$87,636,709	TotalAssetsBOYAmt
Total Assets EOY	$89,959,973	TotalAssetsEOYAmt
Total Liabilities BOY	$1,898,614	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$999,949	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$85,738,095	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$88,960,024	NetAssetsOrFundBalancesEOYAmt
Mission	TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,610,086	ExpenseAmt
Grant	$2,811,213	GrantAmt
Desc	TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS.	Desc
Total Program Service Expenses	$3,610,086	TotalProgramServiceExpensesAmt
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	6	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5084380009	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	446 MAIN STREET 20TH FLOOR	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01608	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
AMIE SHEI PHD
PRESIDENT/CEO	37.50	Yes (X)	$288,221	$0	$10,308
JENNIE BLAKE
VP PROGRAMS	37.50	Yes (X)	$151,810	$0	$15,414
MICHELLE L EWING
DIRECTOR OF FINANCE & ADMI	37.50	Yes (X)	$132,621	$0	$26,155
DANIEL GERMAIN
GRANTS AND OPERATION MANAG	37.50		$113,433	$0	$31,133	Yes (X)
DENNIS M DIMITRI MD FAAFP
CHAIRMAN	2.00	Yes (X)	$0	$0	$0		Yes (X)
TIMOTHY M BIBAUD JD
IMMEDIATE PAST CHAIR	2.00	Yes (X)	$0	$0	$0		Yes (X)
RANDALL V BECKER CPA MBA
TREASURER	2.00	Yes (X)	$0	$0	$0		Yes (X)
SEJAL M DAGA MD FAAFP
SECRETARY	2.00	Yes (X)	$0	$0	$0		Yes (X)
CHRISTIE L HAGER JD MPH
MEMBER	2.00	Yes (X)	$0	$0	$0		Yes (X)
PAULA A AIELLO CPA
DIRECTOR	1.50		$0	$0	$0		Yes (X)
ALEX CORRALES C-PHM
DIRECTOR	1.50		$0	$0	$0		Yes (X)
SOLOE M DENNIS MS MEP
DIRECTOR	1.50		$0	$0	$0		Yes (X)
DIANE E GOULD LICSW
DIRECTOR	1.50		$0	$0	$0		Yes (X)
LINDSAY F GREENFIELD MBA
DIRECTOR	1.50		$0	$0	$0		Yes (X)
J MICHAEL GRENON CIMA
DIRECTOR	1.50		$0	$0	$0		Yes (X)
KATHRYN LEE MD
DIRECTOR	1.50		$0	$0	$0		Yes (X)
CAROLE M STEEN MSA
DIRECTOR	1.50		$0	$0	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$686,085	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$83,010	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAPTRUST FKA ELLWOOD AND ASSOCIATES	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	71 SOUTH WACKER DRIVE 3490	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Services	INVESTMENT CONSULTANT	ServicesDesc
Compensation	$108,275	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$968,433	TotalRevenueColumnAmt
Exclusion	$968,433	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$30,184,217	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$24,412,458	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$5,771,759	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,771,759	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,771,759	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$227,188	TotalRevenueColumnAmt
Related Or Exempt Func Income	$227,188	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$227,188	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,967,380	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,998,947	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$968,433	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,811,213	TotalAmt
Program Services	$2,811,213	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$572,651	TotalAmt
Program Services	$433,532	ProgramServicesAmt
Management And General	$139,119	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$127,331	TotalAmt
Program Services	$50,552	ProgramServicesAmt
Management And General	$76,779	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$25,974	TotalAmt
Program Services	$19,664	ProgramServicesAmt
Management And General	$6,310	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$55,653	TotalAmt
Program Services	$42,029	ProgramServicesAmt
Management And General	$13,624	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$49,575	TotalAmt
Program Services	$37,531	ProgramServicesAmt
Management And General	$12,044	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$930	TotalAmt
Management And General	$930	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$24,200	TotalAmt
Management And General	$24,200	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$303,444	TotalAmt
Management And General	$303,444	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$133,063	TotalAmt
Management And General	$133,063	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,379	TotalAmt
Program Services	$6,851	ProgramServicesAmt
Management And General	$4,528	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$132,880	TotalAmt
Program Services	$79,728	ProgramServicesAmt
Management And General	$53,152	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$15,133	TotalAmt
Program Services	$9,080	ProgramServicesAmt
Management And General	$6,053	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,565	TotalAmt
Program Services	$939	ProgramServicesAmt
Management And General	$626	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$9,974	TotalAmt
Program Services	$5,984	ProgramServicesAmt
Management And General	$3,990	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
TAXES-OTHER	-$195,750	-$195,750
OUTSIDE SERVICES	$153,402	$101,143	$52,259
GRANT RELATED EXPENSES	$55,829		$55,829
PUBLICATIONS AND SPECIA	$8,158	$3,263	$4,895

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,122	TotalAmt
Management And General	$5,122	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,301,726	TotalAmt
Program Services	$3,610,086	ProgramServicesAmt
Management And General	$691,640	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$134,345	BOYAmt
EOY	$119,527	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$455,527	BOYAmt
EOY	$598,181	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,384	BOYAmt
EOY	$8,652	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$270,416	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$267,416	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,565	BOYAmt
EOY	$3,000	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$36,924,745	BOYAmt
EOY	$39,260,358	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$49,227,085	BOYAmt
EOY	$49,301,284	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$137,056	BOYAmt
EOY	$110,455	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$745,002	BOYAmt
EOY	$558,516	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$87,636,709	BOYAmt
EOY	$89,959,973	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$114,702	BOYAmt
EOY	$107,286	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,038,910	BOYAmt
EOY	$334,147	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$745,002	BOYAmt
EOY	$558,516	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,898,614	BOYAmt
EOY	$999,949	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$85,738,095	BOYAmt
EOY	$88,960,024	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$85,738,095	BOYAmt
EOY	$88,960,024	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$87,636,709	BOYAmt
EOY	$89,959,973	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,665,654	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$556,275	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$86,113,133	BeginningYearBalanceAmt
Investment Earnings Or Losses	$6,990,442	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,811,213	GrantsOrScholarshipsAmt
Other Expenditures	$1,668,785	OtherExpendituresAmt
Administrative Expenses	-$2,130	AdministrativeExpensesAmt
End Year Balance	$88,625,707	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$80,487,501	BeginningYearBalanceAmt
Investment Earnings Or Losses	$9,367,375	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,849,076	GrantsOrScholarshipsAmt
Other Expenditures	$927,988	OtherExpendituresAmt
Administrative Expenses	-$35,321	AdministrativeExpensesAmt
End Year Balance	$86,113,133	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$97,682,030	BeginningYearBalanceAmt
Contributions	$500,997	ContributionsAmt
Investment Earnings Or Losses	-$13,803,215	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,516,940	GrantsOrScholarshipsAmt
Other Expenditures	$396,532	OtherExpendituresAmt
Administrative Expenses	-$21,161	AdministrativeExpensesAmt
End Year Balance	$80,487,501	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$87,729,157	BeginningYearBalanceAmt
Investment Earnings Or Losses	$13,634,888	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,596,199	GrantsOrScholarshipsAmt
Other Expenditures	$916,638	OtherExpendituresAmt
Administrative Expenses	$169,178	AdministrativeExpensesAmt
End Year Balance	$97,682,030	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$77,893,460	BeginningYearBalanceAmt
Investment Earnings Or Losses	$13,661,669	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,592,010	GrantsOrScholarshipsAmt
Other Expenditures	$1,185,922	OtherExpendituresAmt
Administrative Expenses	$48,040	AdministrativeExpensesAmt
End Year Balance	$87,729,157	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$270,416	OtherCostOrOtherBasisAmt
Depreciation	$267,416	DepreciationAmt
Book Value	$3,000	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,000	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT LIMITED PARTNERSHIPS	Desc
Book Value	$49,301,284	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$49,301,284	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION PLAN	$78,739
OPERATING LEASE LIABILITY	$479,777

Field	Value	IRS element (for citing)
Total Liability	$558,516	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$7,026,591	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$556,275	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$556,275	RevenueNotReportedAmt
Revenue Subtotal	$6,470,316	RevenueSubtotalAmt
Investment Expenses Not Incld	$497,064	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$497,064	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$6,967,380	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,804,662	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$3,804,662	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$497,064	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$497,064	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,301,726	TotalExpensesPerForm990Amt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES	0	0	INVESTMENTS	$1,492,558
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	0	0	INVESTMENTS	$19,286,151

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$20,778,709	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$20,778,709	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (23 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt
AFRICAN COMMUNITY EDUCATION
51 GAGE STREET	WORCESTER	MA	01605	141970474	501(C)(3)	$125,000	$0	BOOK	KITCHEN RENOVATION
CASA PROJECT WORCESTER COUNTY
100 GROVE STREET SUITE 403	WORCESTER	MA	01605	042711865	501(C)(3)	$20,000	$0	BOOK	CASA PROJECT WORCESTER COUNTY
CENTER OF HOPE FOUNDATION
PO BOX 66	SOUTHBRIDGE	MA	01550	042311571	501(C)(3)	$125,000	$0	BOOK	CENTER OF HOPE DAY HABILITATION PROGRAM (COHDH) IMPROVEMENT PROJECT
CHARLENE ANN FOUNDATION
PO BOX 608	BOYLSTON	MA	01505	274049779	501(C)(3)	$10,000	$0	BOOK	CHARLENE ANN FOUNDATION
CHILDREN'S ADVOCACY CENTER OF FRANKLIN COUNTY AND NORTH QUABBIN
56 WISDOM WAY	GREENFIELD	MA	01301	474386987	501(C)(3)	$86,900	$0	BOOK	ORANGE SITE
CHOICES INC
108 GROVE STREET SUITE 205	WORCESTER	MA	01605	883618712	501(C)(3)	$80,250	$0	BOOK	EARLY DIVERSION WORCESTER EQUIPMENT PROJECT
CITY OF WORCESTER DEPARTMENT OF HEALTH & HUMAN SERVICES
455 MAIN STREET SUITE 101	WORCESTER	MA	01608	046001418	501(C)(3)	$10,000	$0	BOOK	CITY OF WORCESTER HOMELESSNESS MODELING PROJECT
CLARK UNIVERSITY
950 MAIN STREET	WORCESTER	MA	01610	042111203	501(C)(3)	$249,994	$0	BOOK	SOUTHBRIDGE CARES
COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS
649 JOHN FITCH HIGHWAY	FITCHBURG	MA	01420	043537449	501(C)(3)	$255,773	$0	BOOK	NORTH CENTRAL MA COALITION FOR EMPLOYER-SUPPORTED CHILDCARE
COMMUNITY SERVINGS
179 AMORY STREET	JAMAICA PLAIN	MA	02130	223154028	501(C)(3)	$250,000	$0	BOOK	FOOD IS MEDICINE FOR CENTRAL MA
DISMAS HOUSE OF MASSACHUSETTS
PO BOX 30125	WORCESTER	MA	01603	542075825	501(C)(3)	$10,000	$0	BOOK	DISMAS HOUSE OF MASSACHUSETTS
FAMILY SERVICES OF CENTRAL MASSACHUSETTS
799 WEST BOYLSTON STREET SUITE 130	WORCESTER	MA	01606	042103767	501(C)(3)	$254,908	$0	BOOK	FAMILY CHILDCARE SUCCESS PROJECT
GARDNER COMMUNITY ACTION COMMITTEE
294 PLEASANT STREET	GARDNER	MA	01440	510140428	501(C)(3)	$115,000	$0	BOOK	RENOVATION AND RELOCATION TO COMMUNITY CENTER
GROWING PLACES
325 LINDELL AVENUE	LEOMINSTER	MA	01453	100004885	501(C)(3)	$109,041	$0	BOOK	GROWING IT FOR A WORKING NORTH CENTRAL MA FOOD SYSTEM
HEALTH CARE FOR ALL
70 FRANKLIN STREET SUITE 500	BOSTON	MA	02110	043071598	501(C)(3)	$75,000	$0	BOOK	EMERGENCY RESPONSE: COMMUNITY CANVAS PROJECT IN NASHOBA VALLEY REGION; HEALTH CARE FOR ALL TECHNICAL ASSISTANCE 2024
PROJECT BREAD
145 BORDER STREET	EAST BOSTON	MA	02128	042931195	501(C)(3)	$12,500	$0	BOOK	GENERAL OPERATING EFFORTS TO END HUNGER IN MA
QUABOAG VALLEY COMMUNITY DEVELOPMENT CORPORATION
23 WEST MAIN STREET 1	WARE	MA	01082	043370097	501(C)(3)	$375,000	$0	BOOK	QUABOAG CONNECTOR: DEVELOPING A MODEL FOR RURAL TRANSPORTATION
QUINSIGAMOND COMMUNITY COLLEGE
670 BOYLSTON STREET	WORCESTER	MA	01606	042492727	501(C)(3)	$124,254	$0	BOOK	PROVIDING ORAL HEALTH RESOURCES FOR WORCESTER COUNTY RESIDENTS
RCAP SOLUTIONS
191 MAY STREET	WORCESTER	MA	01602	042454675	501(C)(3)	$300,000	$0	BOOK	PRIVATE WELL PROGRAM TO PROTECT PUBLIC HEALTH
SOUTHBRIDGE PUBLIC SCHOOLS
25 COLE AVENUE	SOUTHBRIDGE	MA	01564	046001306	501(C)(3)	$55,000	$0	BOOK	SOUTHBRIDGE PUBLIC SCHOOLS VISION INITIATIVE
SOUTHEAST ASIAN COALITION OF CENTRAL MASSACHUSETTS
50 PORTLAND STREET SUITE 521	WORCESTER	MA	01608	043393955	501(C)(3)	$10,000	$0	BOOK	SOUTHEAST ASIAN COALITION OF CENTRAL MASSACHUSETTS
ST JOHN'S CHURCH
44 TEMPLE STREET	WORCESTER	MA	01609	042106686	501(C)(3)	$18,500	$0	BOOK	ST. JOHN'S MOBILE SHOWER PROJECT
WORCESTER RISE FOR HEALTH
51 GAGE STREET	WORCESTER	MA	01605	931505125	501(C)(3)	$125,000	$0	BOOK	DEVELOPING TRAUMA-INFORMED MATERNITY CARE SPACE FOR NEWLY-ARRIVED REFUGEES AND IMMIGRANTS

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE HEALTH FOUNDATION AND THE GRANTEE SIGN A CONTRACT OUTLINING THE DELIVERABLES, PAYMENT, AND REPORTING REQUIREMENTS FOR THE PROJECT. TYPICALLY, PROJECT PROCESS EVALUATION REPORTS ARE SUBMITTED TO THE FOUNDATION MIDWAY THROUGH THE CONTRACT YEAR. A PROJECT SUMMARY REPORT IS ALSO REQUIRED TO BE SUBMITTED TO THE FOUNDATION APPROXIMATELY TWO MONTHS AFTER THE CONTRACT END DATE, OUTLINING THE RESULTS AND EXPENSES. IN ADDITION, MULTI-YEAR GRANTEES ARE REQUIRED TO MEET WITH FOUNDATION STAFF ON A QUARTERLY BASIS TO ASSESS PROJECT PROGRESS. THE ACTIVATION FUND GRANTEES ARE REQUIRED TO MEET WITH THE FOUNDATION STAFF ONCE DURING THE GRANT CONTRACT.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
AMIE SHEI PHD
PRESIDENT/CEO	$258,221	$0	$30,000	$0	$0	$0	$0	$0	$10,308	$0	$298,529	$0	$0	$0
JENNIE BLAKE
VP PROGRAMS	$149,310	$0	$2,500	$0	$0	$0	$0	$0	$15,414	$0	$167,224	$0	$0	$0
MICHELLE L EWING
DIRECTOR OF FINANCE & ADMI	$130,621	$0	$2,000	$0	$0	$0	$0	$0	$26,155	$0	$158,776	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 4B	FormAndLineReferenceDesc
Explanation	THERE IS A DEFERRED COMPENSATION PLAN IN ACCORDANCE WITH IRC SECTION 457(B) FOR THE FORMER PRESIDENT. THE ORGANIZATION ACCRUED $0 TO THIS PLAN FOR THE CURRENT YEAR. THE CUMULATIVE BALANCE OF THE ACCRUED DEFERRED COMPENSATION AS OF YEAR-END IS $78,739 WHICH WAS PAID OUT IN JUNE 2025.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE HEALTH FOUNDATION STAFF EMAILS THE DOCUMENTS TO THE BOARD FOR REVIEW, QUESTIONS, AND COMMENTS. THE 990 IS THEN FILED AFTER THE BOARD HAS REVIEWED IT.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUAL DISCLOSURE BY STAFF AND DIRECTORS, WITH A REVIEW OF THE POLICY EVERY YEAR.
FORM 990, PART VI, SECTION B, LINE 15	NO OFFICER OR DIRECTOR OF THE BOARD RECEIVES COMPENSATION EXCEPT FOR THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE REVIEWS SALARY DATA COMPILED BY THE "COUNCIL ON FOUNDATIONS" IN SETTING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL THE PRESIDENT/CEO'S SALARY AND BENEFITS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE WEBSITE OF THE COMMONWEALTH OF MASSACHUSETTS.
FORM 990, PART X, LINE 13	DURING 2008, THE FOUNDATION LOANED $492,000 TO AN INTERMEDIARY FOR A PROGRAM-RELATED INVESTMENT. THE FUND IS TO BE USED FOR ACQUIRING AND DEVELOPING AFFORDABLE HOUSING FOR THE ADULT CHRONICALLY HOMELESS IN THE WORCESTER AREA. THE FUND IS ADMINISTERED BY AN INTERMEDIARY. THE BALANCE IN THIS FUND AT DECEMBER 31, 2024 AND 2023 TOTALED $110,455 AND $137,056, RESPECTIVELY.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE HEALTH FOUNDATION FUND INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	446 MAIN STREET 20TH FL	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01608	ZIPCd

Field	Value	IRS element (for citing)
EIN	043521743	EIN
Primary Activities	TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION.	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 7	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	THE HEALTH FOUNDATION FUND INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	N	TransactionTypeTxt
Involved	$132,880	InvolvedAmt
Method Of Amount Determination	SHARED RENT	MethodOfAmountDeterminationTxt