2015-05-14T10:47:28-05:00 2014-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2014-01-01 043266789 FOUNDATION FOR METROWEST INC FOUN 5086472260 3 ELIOT STREET NATICK MA 01760 ROBERT B BRACK CHAIRMAN 5086472260 2015-05-05 1 RICHARD B DIONNE P00142882 9784522500 2015-05-05 2014 2016-02-25 16:41:14Z JUDY SALERNO 3 ELIOT STREET NATICK MA 01760 19356617 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. 21 21 10 65 0 0 2179758 2973546 6183 -4715 1632865 322100 2661 9427 3821467 3300358 749959 1024391 0 0 460318 499961 0 0 210242 322782 400442 1533059 1924794 2288408 1375564 13581824 14921327 685913 634976 12895911 14286351 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 1466188 1024391 -4715 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING 1466188 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 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 10 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 21 21 0 0 1 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 CHAIRMAN 5.00 X X 0 0 0 GARRY HOLMES VICE 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 WOOLSEY CONOVER TRUSTEE 5.00 X 0 0 0 TOM CROTTY TRUSTEE 5.00 X 0 0 0 SUSAN ELLIOT TRUSTEE 5.00 X 0 0 0 PATTY GANNON TRUSTEE 5.00 X 0 0 0 JAMES HANRAHAN TRUSTEE 5.00 X 0 0 0 JOHN R HEERWAGEN TRUSTEE 5.00 X 0 0 0 PAMELA LESSER SECRETARY 5.00 X X 0 0 0 JOHN J O'NEIL III TRUSTEE 5.00 X 0 0 0 JANET PATTILLO TRUSTEE 5.00 X 0 0 0 PATRICIA POITRAS 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 ROBERT RANDS FORMER TRUSTEE 5.00 X 0 0 0 JUDITH SALERNO EXECUTIVE DIRECTOR 40.00 X 125000 0 5000 125000 0 5000 1 0 0 0 0 260769 2712777 708951 2973546 WORKSHOPS 900099 4500 4500 ADMINISTRATIVE FEE REVENUE 523000 -9215 -9215 -4715 315398 315398 16012571 16005869 6702 6702 6702 59817 260769 50390 9427 9427 3300358 -4715 0 331527 1024391 1024391 130000 91000 39000 295837 244837 31500 19500 13422 6182 4900 2340 22130 12724 6366 3040 38572 22177 11096 5299 615 615 29052 29052 121715 121715 97812 23574 74238 20322 8770 9456 2096 45942 24666 15383 5893 1262 726 363 173 5103 5103 12765 12765 2951 2951 DEVELOPMENT EXPENSES 28586 28586 SPECIAL EVENTS 16567 16567 MISCELLANEOUS 9603 5159 4444 ANNUAL REPORT 2970 2970 5177 4184 993 1924794 1466188 248364 210242 477464 512417 12649 1096979 918758 8584 11602 104252 75175 31724 29077 11967073 13436824 13581824 14921327 5949 2111 72944 17500 607020 615365 685913 634976 X 8071250 9800249 3198026 2859467 1626635 1626635 12895911 14286351 13581824 14921327 X 1375564 12809 2067 X 0 1 X 1 0 X 759235 1475725 2182870 2179758 2973546 9571134 759235 1475725 2182870 2179758 2973546 9571134 1397253 8173881 184967 181167 207475 211949 315398 1100956 10672090 1305 0.76590 0.77910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52 1633289 399786 5853741 1 1 6217342 184727 186724 184630 206909 6197254 5319410 254910 543963 93929 -192988 6217342 5154999 502293 575671 402619 510934 5319410 5122785 365846 80187 391967 21852 5154999 4740507 85075 435832 233686 -103949 8892 5122785 0.44800 0.26250 0.28950 0 0 76888 63014 13874 27364 12161 15203 29077 AGENCY ENDOWMENTS 615365 615365 X 3352087 12809 50390 63199 3288888 11470 11470 3300358 1961647 50390 50390 1911257 13537 13537 1924794 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 72643 50899 21744 19768 COMMUNITY LEADERSHIP BREAKFAST 173187 135114 38073 30622 1 74756 74756 320586 260769 59817 50390 50390 9427 1 ADVOCATES INC 1 CLARKS HILL SUITE 305 FRAMIINGHAM MA 01702 237451423 501(C)(3) 18600 COMMUNITY ENDOWMENT OF LEXINGTON; NASHOBA BROOKS YIP GRANT; AUTISM ALLIANCE; JAMES & PATRICIA POITRAS FUND BABSON COLLEGE 231 FOREST STREET BABSON PARK MA 02457 042103544 501(C)(3) 13780 AFTERSCHOOL PROGRAM; MEMORIAL SCHOLARSHIP BUDDY DOG HUMANE SOCIETY 151 BOSTON POST ROAD SUDBURY MA 01776 042386196 501(C)(3) 6000 HELEN & MINOR CRARY; FENN SCHOOL-YOUTH IN PHILANTHROPY CHARLES RIVER CENTER 59 E MILITIA HEIGHTS ROAD NEEDHAM MA 02492 042393108 501(C)(3) 10000 GENERAL SUPPORT EMPLOYMENT OPTIONS INC 82 BRIGHAM STREET MARLBOROUGH MA 01752 237089596 501(C)(3) 10000 GENERAL SUPPORT ENGLISH AT LARGE 800 W CUMMINGS PARK STE 5550 WOBURN MA 01801 043050593 501(C)(3) 15000 COMMUNITY ENDOWMENT OF LEXINGTON; GENERAL SUPPORT FAMILY PROMISE COMMON STREET PO BOX 847 NATICK MA 01760 205963640 501(C)(3) 7500 GENERAL SUPPORT; BRACK FAMILY SUPPORT FRAMINGHAM ADULT ESL PROGRAM FUND PO BOX 351 NATICK MA 01760 043266789 501(C)(3) 94860 GENERAL SUPPORT FROM THE TOP 295 HUNTINGTON AVENUE STE 201 BOSTON MA 02115 043583756 501(C)(3) 25000 OPEN FIELD FUND GOODNOW LIBRARY FOUNDATION 21 CONCORD ROAD SUDBURY MA 01776 043026646 501(C)(3) 15000 HELEN & MINER CRARY HOPKINTON CENTER FOR THE ARTS 98 HAYDEN ROWE HOPKINTON MA 01748 272588125 501(C)(3) 7000 GENERAL SUPPORT JEFF'S PLACE 34 DELOSS STREET 2ND FLOOR FRAMINGHAM MA 01702 450920240 501(C)(3) 6000 CHILDREN'S BEREAVEMENT; BENFORD FUND JEWISH FAMILY AND CHILDREN'S SERVICE 1430 MAIN STREET WALTHAM MA 02451 042104356 501(C)(3) 12000 MW HUNGER RELIEF FUND; GENERAL SUPPORT JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 017026265 042730898 501(C)(3) 22500 MW HUNGER RELIEF FUND; GENERAL SUPPORT; JAMES & PATRICIA POITRAS FUND LAND'S SAKE INCORPORATED 27 CRESCENT STREET WESTON MA 02493 042702759 501(C)(3) 9551 ANNUAL DISTRIBUTION; MW HUNGER RELIEF FUND LEXINGTON YOUTH AND FAMILY SERVICES INC 7 HARRINGTON ROAD LEXINGTON MA 02421 263202150 501(C)(3) 10000 COMMUNITY ENDOWMENT OF LEXINGTON MASSACHUSETTS AUDOBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 042104702 501(C)(3) 9890 GENERAL SUPPORT METROWEST LEGAL SERVICES INC 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 043177488 501(C)(3) 20000 GENERAL SUPPORT; BRACK FAMILY FUND METROWEST MEDITATION SERVICES 600 CONCORD STREET FRAMINGHAM MA 01702 042710084 501(C)(3) 6500 GENERAL SUPPORT; CROTTY FAMILY FUND MICHAEL CARTER LISNOW RESPITE CENTER 112 MAIN STREET HOPKINTON MA 01748 043237284 501(C)(3) 13000 LVM LITERACY UNLIMITED MINUTEMAN SENIOR SERVICES 26 CROSBY DRIVE BEDFORD MA 01730 042587212 501(C)(3) 6000 MW HUNGER RELIEF FUND; GENERAL SUPPORT MUSEUM OF WWII 46 ELIOT STREET NATICK MA 01760 455327601 501(C)(3) 10000 GENERAL SUPPORT MUSIC ACCESS GROUPDEDHAM SCHOOL OF MUSIC 671 HIGH STREET DEDHAM MA 02026 262755832 501(C)(3) 7000 GENERAL SUPPORT NATICK HIGH SCHOOL 15 WEST STREET NATICK MA 01760 043164739 501(C)(3) 9000 TIBERIO NATICK HIGH SCHOOL SCHOLARSHIPS; RACHEL MANOLI SCHOLARSHIPS; LT. WILLIAM J CAVANAUGH SCHOLARSHIPS' NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 042433772 501(C)(3) 13500 MW HUNGER RELIEF FUND; GENERAL SUPPORT; ATKINSON FUND NEIGHBOR BRIGADE PO BOX 248 LEXINGTON MA 02420 271871610 501(C)(3) 6000 LAWRENCE FAMILY FUND; GENERAL SUPPORT NEIGHBORS WHO CARE 174 MOODY STREET WALTHAM MA 02454 134244456 501(C)(3) 10000 GENERAL SUPPORT NEW REPERTORY THEATRE 200 DEXTER AVENUE WATERTOWN MA 02472 222831171 501(C)(3) 20000 HELEN & MINOR CRARY; GENERAL SUPPORT NEWTON COMMUNITY SERVICE CENTER 492 WALTHAM STREET WEST NEWTON MA 02465 042232418 501(C)(3) 10000 FAMILY ACCESS PROGRAMS FOR PEOPLE 98 LINCOLN STREET FRAMINGHAM MA 01702 042609789 501(C)(3) 10000 JAMES & PATRICIA POITRAS FUND REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 042735449 501(C)(3) 17500 ANDREW ROSS & LESLIE GEORGE FUND; GENERAL SUPPORT; SUMMER INSTITUTE FOR YOUTH SAINT MARK'S SCHOOL 25 MARLBORO ROAD BOX 9105 SOUTHBOROUGH MA 01772 042103623 501(C)(3) 25000 CROTTY FAMILY FUND SMOC 300 HOWARD STREET FRAMIINGHAM MA 01701 042389659 501(C)(3) 10000 GENERAL SUPPORT SOUTHBOROUGH FRIENDS OF THE YOUTH COMMISISON 17 COMMON STREET SOUTHBOROUGH MA 01772 048102730 501(C)(3) 6000 SOUTHBOROUGH COMMUNITY FUND SOUTHBOROUGH RECREATION DEPARTMENT 21 HIGHLAND STREET SOUTHBOROUGH MA 01772 6000 SOUTHBOROUGH COMMUNITY FUND ST MARY'S PARISH CENTER 22 SETON WAY RANDOLPH MA 02368 9600 CIESIELSKI UNITARIAN UNIVERSALIST SOCIETY OF WELLESLEY HILLS 309 WASHINGTON STREET WELLESLEY MA 02481 15000 OPEN FIELD FUND WALNUT HILL SCHOOL 12 HIGHLAND STREET NATICK MA 01760 042103636 501(C)(3) 100000 OPEN FIELD FUND WATCH INC MOODY STREET WALTHAM MA 02453 222918528 501(C)(3) 10000 GENERAL SUPPORT WELLESLEY FRIENDLY AID 219 WASHINGTON WELLESLEY MA 02481 042105815 501(C)(3) 12500 FUND FOR WELLESLEY WELLESLEY SCHOLARSHIP FOUNDATION PO BOX 81207 WELLESLEY MA 02481 042392419 501(C)(3) 9500 OPEN FIELD FUND; MCCORMACK LEGACY FUND WOMEN OF MEANS 148 LINDEN STREET SUITE 208 WELLESLEY MA 02482 043487205 501(C)(3) 10000 JAMES & PATRICIA POITRAS FUND 39 3 PART I, LINE 2: GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS. KENNETH VONA MEMBER OF THE BOARD OF DIRECTORS 42900 OWNS BUILDING THAT IS LEASED BY THE FOUNDATION. 0 X 11 708951 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 4 THE BY-LAWS WERE AMENDED WITH REGARD TO THE APPOINTMENT OF COMMITTEE MEMBERS, INCLUDING TOWN FUND COMMITTEE LANGUAGE, AND THE ADDITION AND DEFINITION OF AN AUDIT COMMITTEE. 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 2,067.