2025-11-10T17:45:18-06:00 2024-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2024-01-01 042633274 THE HEALTH FOUNDATION OF CENTRAL MASSACH HEAL 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 AMIE SHEI PHD PRESIDENT AND CEO 5084380009 2025-11-10 1 0 KEVIN J MAGUIRE JR CPA P02109581 5087557107 2025-11-10 2024 2025-03-06 01:10:19Z AMIE SHEI PHD 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 31379838 0 X THFCM.ORG X 1977 MA TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 13 13 5 0 0 0 0 0 0 0 4683671 6740192 273150 227188 4956821 6967380 2849076 2811213 0 0 875591 831184 0 0 0 419312 659329 4143979 4301726 812842 2665654 87636709 89959973 1898614 999949 85738095 88960024 TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 0 0 3610086 2811213 TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 3610086 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 6 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 AMIE SHEI PHD PRESIDENT/CEO 37.50 X 288221 0 10308 JENNIE BLAKE VP PROGRAMS 37.50 X 151810 0 15414 MICHELLE L EWING DIRECTOR OF FINANCE & ADMI 37.50 X 132621 0 26155 DANIEL GERMAIN GRANTS AND OPERATION MANAG 37.50 X 113433 0 31133 DENNIS M DIMITRI MD FAAFP CHAIRMAN 2.00 X X 0 0 0 TIMOTHY M BIBAUD JD IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 RANDALL V BECKER CPA MBA TREASURER 2.00 X X 0 0 0 SEJAL M DAGA MD FAAFP SECRETARY 2.00 X X 0 0 0 CHRISTIE L HAGER JD MPH MEMBER 2.00 X X 0 0 0 PAULA A AIELLO CPA DIRECTOR 1.50 X 0 0 0 ALEX CORRALES C-PHM DIRECTOR 1.50 X 0 0 0 SOLOE M DENNIS MS MEP DIRECTOR 1.50 X 0 0 0 DIANE E GOULD LICSW DIRECTOR 1.50 X 0 0 0 LINDSAY F GREENFIELD MBA DIRECTOR 1.50 X 0 0 0 J MICHAEL GRENON CIMA DIRECTOR 1.50 X 0 0 0 KATHRYN LEE MD DIRECTOR 1.50 X 0 0 0 CAROLE M STEEN MSA DIRECTOR 1.50 X 0 0 0 686085 0 83010 4 0 1 0 CAPTRUST FKA ELLWOOD AND ASSOCIATES 71 SOUTH WACKER DRIVE 3490 CHICAGO IL 60606 INVESTMENT CONSULTANT 108275 1 968433 968433 30184217 24412458 5771759 5771759 5771759 OTHER INCOME 900099 227188 227188 227188 6967380 5998947 0 968433 2811213 2811213 572651 433532 139119 127331 50552 76779 25974 19664 6310 55653 42029 13624 49575 37531 12044 930 930 24200 24200 303444 303444 133063 133063 11379 6851 4528 132880 79728 53152 15133 9080 6053 1565 939 626 9974 5984 3990 TAXES-OTHER -195750 -195750 OUTSIDE SERVICES 153402 52259 101143 GRANT RELATED EXPENSES 55829 55829 PUBLICATIONS AND SPECIA 8158 4895 3263 5122 5122 4301726 3610086 691640 0 134345 119527 455527 598181 8384 8652 270416 267416 4565 3000 36924745 39260358 49227085 49301284 137056 110455 745002 558516 87636709 89959973 114702 107286 1038910 334147 745002 558516 1898614 999949 X 85738095 88960024 85738095 88960024 87636709 89959973 2665654 556275 0 X 0 1 X 1 0 86113133 6990442 2811213 1668785 -2130 88625707 80487501 9367375 2849076 927988 -35321 86113133 97682030 500997 -13803215 3516940 396532 -21161 80487501 87729157 13634888 2596199 916638 169178 97682030 77893460 13661669 2592010 1185922 48040 87729157 1.00000 0 0 270416 267416 3000 3000 INVESTMENT LIMITED PARTNERSHIPS 49301284 F 49301284 DEFERRED COMPENSATION PLAN 78739 OPERATING LEASE LIABILITY 479777 558516 7026591 556275 556275 6470316 497064 497064 6967380 3804662 0 3804662 497064 497064 4301726 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 1492558 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 19286151 0 0 0 0 0 0 20778709 0 20778709 1 0 0 1 1 0 1 AFRICAN COMMUNITY EDUCATION 51 GAGE STREET WORCESTER MA 01605 141970474 501(C)(3) 125000 0 BOOK KITCHEN RENOVATION CASA PROJECT WORCESTER COUNTY 100 GROVE STREET SUITE 403 WORCESTER MA 01605 042711865 501(C)(3) 20000 0 BOOK CASA PROJECT WORCESTER COUNTY CENTER OF HOPE FOUNDATION PO BOX 66 SOUTHBRIDGE MA 01550 042311571 501(C)(3) 125000 0 BOOK CENTER OF HOPE DAY HABILITATION PROGRAM (COHDH) IMPROVEMENT PROJECT CHARLENE ANN FOUNDATION PO BOX 608 BOYLSTON MA 01505 274049779 501(C)(3) 10000 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) 86900 0 BOOK ORANGE SITE CHOICES INC 108 GROVE STREET SUITE 205 WORCESTER MA 01605 883618712 501(C)(3) 80250 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) 10000 0 BOOK CITY OF WORCESTER HOMELESSNESS MODELING PROJECT CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 042111203 501(C)(3) 249994 0 BOOK SOUTHBRIDGE CARES COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS 649 JOHN FITCH HIGHWAY FITCHBURG MA 01420 043537449 501(C)(3) 255773 0 BOOK NORTH CENTRAL MA COALITION FOR EMPLOYER-SUPPORTED CHILDCARE COMMUNITY SERVINGS 179 AMORY STREET JAMAICA PLAIN MA 02130 223154028 501(C)(3) 250000 0 BOOK FOOD IS MEDICINE FOR CENTRAL MA DISMAS HOUSE OF MASSACHUSETTS PO BOX 30125 WORCESTER MA 01603 542075825 501(C)(3) 10000 0 BOOK DISMAS HOUSE OF MASSACHUSETTS FAMILY SERVICES OF CENTRAL MASSACHUSETTS 799 WEST BOYLSTON STREET SUITE 130 WORCESTER MA 01606 042103767 501(C)(3) 254908 0 BOOK FAMILY CHILDCARE SUCCESS PROJECT GARDNER COMMUNITY ACTION COMMITTEE 294 PLEASANT STREET GARDNER MA 01440 510140428 501(C)(3) 115000 0 BOOK RENOVATION AND RELOCATION TO COMMUNITY CENTER GROWING PLACES 325 LINDELL AVENUE LEOMINSTER MA 01453 100004885 501(C)(3) 109041 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) 75000 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) 12500 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) 375000 0 BOOK QUABOAG CONNECTOR: DEVELOPING A MODEL FOR RURAL TRANSPORTATION QUINSIGAMOND COMMUNITY COLLEGE 670 BOYLSTON STREET WORCESTER MA 01606 042492727 501(C)(3) 124254 0 BOOK PROVIDING ORAL HEALTH RESOURCES FOR WORCESTER COUNTY RESIDENTS RCAP SOLUTIONS 191 MAY STREET WORCESTER MA 01602 042454675 501(C)(3) 300000 0 BOOK PRIVATE WELL PROGRAM TO PROTECT PUBLIC HEALTH SOUTHBRIDGE PUBLIC SCHOOLS 25 COLE AVENUE SOUTHBRIDGE MA 01564 046001306 501(C)(3) 55000 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) 10000 0 BOOK SOUTHEAST ASIAN COALITION OF CENTRAL MASSACHUSETTS ST JOHN'S CHURCH 44 TEMPLE STREET WORCESTER MA 01609 042106686 501(C)(3) 18500 0 BOOK ST. JOHN'S MOBILE SHOWER PROJECT WORCESTER RISE FOR HEALTH 51 GAGE STREET WORCESTER MA 01605 931505125 501(C)(3) 125000 0 BOOK DEVELOPING TRAUMA-INFORMED MATERNITY CARE SPACE FOR NEWLY-ARRIVED REFUGEES AND IMMIGRANTS PART I, LINE 2: 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. 1 X X X 0 1 0 0 0 0 0 0 0 AMIE SHEI PHD PRESIDENT/CEO 258221 0 30000 0 0 0 0 0 10308 0 298529 0 0 0 JENNIE BLAKE VP PROGRAMS 149310 0 2500 0 0 0 0 0 15414 0 167224 0 0 0 MICHELLE L EWING DIRECTOR OF FINANCE & ADMI 130621 0 2000 0 0 0 0 0 26155 0 158776 0 0 0 PART I, LINE 4B 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. 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. THE HEALTH FOUNDATION FUND INC 446 MAIN STREET 20TH FL WORCESTER MA 01608 043521743 TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION. MA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 THE HEALTH FOUNDATION FUND INC N 132880 SHARED RENT