FOUNDATION FOR METROWEST INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR METROWEST INC (EIN 04-3266789)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349302283
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T07:38:54-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01851 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043266789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR METROWEST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 5086472260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ELIOT STREET | AddressLine1 |
| City | NATICK | City |
| State | MA | State |
| ZIP Code | 01760 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B BRACK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5086472260 | PhoneNum |
| Signature | 2014-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2014-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUDY SALERNO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ELIOT STREET | AddressLine1 |
| City | NATICK | City |
| State | MA | State |
| ZIP Code | 01760 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,496,669 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOUNDATIONFORMETROWEST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,182,870 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,179,758 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,967 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,183 | CYProgramServiceRevenueAmt |
| PY Investment Income | $746,005 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,632,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,122 | PYOtherRevenueAmt |
| CY Other Revenue | $2,661 | CYOtherRevenueAmt |
| PY Total Revenue | $2,937,964 | PYTotalRevenueAmt |
| CY Total Revenue | $3,821,467 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,033,686 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $749,959 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $461,700 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $460,318 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $133,473 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $285,605 | PYOtherExpensesAmt |
| CY Other Expenses | $322,782 | CYOtherExpensesAmt |
| PY Total Expenses | $1,780,991 | PYTotalExpensesAmt |
| CY Total Expenses | $1,533,059 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,156,973 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,288,408 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,909,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,581,824 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $640,487 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $685,913 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,268,757 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,895,911 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,198,727 | ExpenseAmt |
| Grant | $749,959 | GrantAmt |
| Revenue | $6,183 | RevenueAmt |
| Desc | TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING | Desc |
| Total Program Service Expenses | $1,198,727 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| 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 | 9 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | JUDY SALERNO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086472260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ELLIOT STREET | AddressLine1 |
| City | NATICK | City |
| State | MA | State |
| ZIP Code | 01760 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT B BRACK | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARRY HOLMES | ||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID SHUMAN | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREA SUSSMAN | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID BANNON | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WOOLSEY CONOVER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TOM CROTTY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN ELLIOT | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PATTY GANNON | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES HANRAHAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN R HEERWAGEN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA LESSER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN J O'NEIL III | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JANET PATTILLO | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA POITRAS | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET RAMSEY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT D RANDS | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KYLE SCHAFFER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN STEIGER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT A VIGODA | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH VONA | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH SALERNO | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $112,716 | $0 | $7,594 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $112,716 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,594 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $122,864 | FundraisingAmt |
| All Other Contributions | $2,056,894 | AllOtherContributionsAmt |
| Noncash Contributions | $353,968 | NoncashContributionsAmt |
| Total Contributions | $2,179,758 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE REVENUE | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $6,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,183 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,183 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,949 | TotalRevenueColumnAmt |
| Exclusion | $211,949 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,069,513 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,648,597 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,420,916 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,420,916 | TotalRevenueColumnAmt |
| Exclusion | $1,420,916 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,266 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $122,864 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $26,605 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,661 | TotalRevenueColumnAmt |
| Exclusion | $2,661 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,821,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,183 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,635,526 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,959 | TotalAmt |
| Program Services | $749,959 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,598 | TotalAmt |
| Management And General | $85,819 | ManagementAndGeneralAmt |
| Fundraising | $36,779 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,267 | TotalAmt |
| Program Services | $237,952 | ProgramServicesAmt |
| Management And General | $29,572 | ManagementAndGeneralAmt |
| Fundraising | $17,743 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,441 | TotalAmt |
| Program Services | $4,641 | ProgramServicesAmt |
| Management And General | $1,118 | ManagementAndGeneralAmt |
| Fundraising | $682 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,594 | TotalAmt |
| Program Services | $8,077 | ProgramServicesAmt |
| Management And General | $1,642 | ManagementAndGeneralAmt |
| Fundraising | $875 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,418 | TotalAmt |
| Program Services | $21,055 | ProgramServicesAmt |
| Management And General | $9,740 | ManagementAndGeneralAmt |
| Fundraising | $4,623 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,919 | TotalAmt |
| Management And General | $4,919 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,829 | TotalAmt |
| Management And General | $16,829 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,081 | TotalAmt |
| Program Services | $142,081 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,495 | TotalAmt |
| Management And General | $17,370 | ManagementAndGeneralAmt |
| Fundraising | $23,125 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,513 | TotalAmt |
| Program Services | $8,525 | ProgramServicesAmt |
| Management And General | $6,116 | ManagementAndGeneralAmt |
| Fundraising | $1,872 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,804 | TotalAmt |
| Program Services | $25,503 | ProgramServicesAmt |
| Management And General | $13,702 | ManagementAndGeneralAmt |
| Fundraising | $5,599 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,571 | TotalAmt |
| Program Services | $934 | ProgramServicesAmt |
| Management And General | $432 | ManagementAndGeneralAmt |
| Fundraising | $205 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,208 | TotalAmt |
| Fundraising | $6,208 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29 | TotalAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,364 | TotalAmt |
| Management And General | $5,364 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,891 | TotalAmt |
| Management And General | $2,891 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SPECIAL EVENTS | $15,663 | $15,663 | |
| DEVELOPMENT EXPENSES | $12,158 | $12,158 | |
| MISCELLANEOUS | $7,138 | $4,232 | $2,906 |
| ANNUAL REPORT | $2,706 | $2,706 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,413 | TotalAmt |
| Management And General | $2,410 | ManagementAndGeneralAmt |
| Fundraising | $1,003 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,533,059 | TotalAmt |
| Program Services | $1,198,727 | ProgramServicesAmt |
| Management And General | $200,859 | ManagementAndGeneralAmt |
| Fundraising | $133,473 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,335 | BOYAmt |
| EOY | $477,464 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,157,236 | BOYAmt |
| EOY | $1,096,979 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,955 | BOYAmt |
| EOY | $8,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $94,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,411 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,627 | BOYAmt |
| EOY | $31,724 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,021,091 | BOYAmt |
| EOY | $11,967,073 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,909,244 | BOYAmt |
| EOY | $13,581,824 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,082 | BOYAmt |
| EOY | $5,949 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,000 | BOYAmt |
| EOY | $72,944 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,318 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,087 | BOYAmt |
| EOY | $607,020 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,487 | BOYAmt |
| EOY | $685,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,555,885 | BOYAmt |
| EOY | $8,071,250 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,136,237 | BOYAmt |
| EOY | $3,198,026 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,635 | BOYAmt |
| EOY | $1,626,635 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,268,757 | BOYAmt |
| EOY | $12,895,911 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,909,244 | BOYAmt |
| EOY | $13,581,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,288,408 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$681,688 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $20,434 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $690,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $759,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,475,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,182,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,179,758 | CurrentTaxYearAmt |
| Total | $7,288,354 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $690,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $759,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,475,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,182,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,179,758 | CurrentTaxYearAmt |
| Total | $7,288,354 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $853,389 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,434,965 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $185,383 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $184,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $207,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $211,949 | CurrentTaxYearAmt |
| Total | $970,941 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,259,295 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,093 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 64 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $847,072 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $291,712 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,788,166 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,319,410 | BeginningYearBalanceAmt |
| Contributions | $254,910 | ContributionsAmt |
| Investment Earnings Or Losses | $543,963 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $93,929 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$192,988 | OtherExpendituresAmt |
| End Year Balance | $6,217,342 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,154,999 | BeginningYearBalanceAmt |
| Contributions | $502,293 | ContributionsAmt |
| Investment Earnings Or Losses | $575,671 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $402,619 | GrantsOrScholarshipsAmt |
| Other Expenditures | $510,934 | OtherExpendituresAmt |
| End Year Balance | $5,319,410 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,122,785 | BeginningYearBalanceAmt |
| Contributions | $365,846 | ContributionsAmt |
| Investment Earnings Or Losses | $80,187 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $391,967 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,852 | OtherExpendituresAmt |
| End Year Balance | $5,154,999 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,740,507 | BeginningYearBalanceAmt |
| Contributions | $85,075 | ContributionsAmt |
| Investment Earnings Or Losses | $435,832 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $233,686 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$103,949 | OtherExpendituresAmt |
| Administrative Expenses | $8,892 | AdministrativeExpensesAmt |
| End Year Balance | $5,122,785 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,519,119 | BeginningYearBalanceAmt |
| Contributions | $65,612 | ContributionsAmt |
| Investment Earnings Or Losses | $334,824 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $145,732 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,961 | OtherExpendituresAmt |
| Administrative Expenses | $5,355 | AdministrativeExpensesAmt |
| End Year Balance | $4,740,507 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43680 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26160 | TermEndowmentBalanceEOYPct |
| 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 | $60,688 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,747 | DepreciationAmt |
| Book Value | $3,941 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,664 | DepreciationAmt |
| Book Value | $27,783 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,724 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENTS | Desc |
| Amt | $607,020 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $607,020 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,149,839 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$681,688 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $26,605 | OtherRevenueAmt |
| Revenue Not Reported | -$655,083 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,804,922 | RevenueSubtotalAmt |
| Other Revenues Not Included | $16,545 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $16,545 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,821,467 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,522,685 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $26,605 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $26,605 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,496,080 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $36,979 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $36,979 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,533,059 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 WORKSHOP EXPENSES NETTED AGAINST WORKSHOP REVENUES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES NETTED AGAINST EVENT REVENUES |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | WORKSHOP EXPENSES NETTED AGAINST WORKSHOP REVENUES GRANTS FROM AGENCY ENDOWMENT FUNDS |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA EVENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $152,130 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $122,864 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,266 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,850 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $9,545 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,755 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,455 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $152,130 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $122,864 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,266 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,850 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,545 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,755 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,455 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,605 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,661 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (41 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADOLESCENT CONSULTATION SERVICES | |||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | 043263996 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| ADVOCATES INC | |||||||
| 1 CLARKS HILL SUITE 305 | FRAMIINGHAM | MA | 01702 | 237451423 | 501(C)(3) | $14,250 | GENERAL SUPPORT ; PROGRAMMING FOR YOUNG ADULT ON THE AUTISM SPECTRUM |
| ASSABET VALLEY MASTERSINGERS | |||||||
| PO BOX 911 | NORTHBOROUGH | MA | 01532 | 042709313 | 501(C)(3) | $5,000 | PROGRAMING SUPPORT |
| BABSON COLLEGE | |||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | 042103544 | 501(C)(3) | $14,000 | BARTON ROAD-BABSON AFTERSCHOOL PROGRAM, ROBERT HOLMES MEMORIAL SCHOLARSHIP FUND |
| BETHANY HILL SCHOOL | |||||||
| 89 BETHANY ROAD | FRAMINGHAM | MA | 01702 | 042493492 | 501(C)(3) | $10,000 | PROMOTION OF ACADEMIC AMBITION IN YOUNG RESIDENTS |
| BUDDY DOG HUMANE SOCIETY | |||||||
| 151 BOSTON POST ROAD | SUDBURY | MA | 01776 | 042386196 | 501(C)(3) | $5,500 | GENERAL SUPPORT |
| CHARLES RIVER CENTER | |||||||
| 59 E MILITIA HEIGHTS ROAD | NEEDHAM | MA | 02492 | 042393108 | 501(C)(3) | $25,000 | COMPLETION OF COMMUNITY HOUSING FOR DISABLED ADULTS |
| CHARLES RIVER WATERSHED ASSOCIATION | |||||||
| 190 PARK ROAD | WESTON | MA | 02493 | 046136989 | 501(C)(3) | $7,111 | BLACKSTONE TOWN HALL STORMWATER RETROFIT PROJECT; INVASIVE PLANT CONTROL VOLUNTEER |
| CHESTERBROOK COMMUNITY FOUNDATION | |||||||
| 22 BROOKWAY ROAD | WALTHAM | MA | 02452 | 412253173 | 501(C)(3) | $5,000 | AFTER SCHOOL ACADEMIC SUPPORT AND MENTORING FOR LOW-INCOME CHILDREN |
| COMPASS FOR KIDS | |||||||
| 1050 WALTHAM STREET SUITE 300 | LEXINGTON | MA | 02421 | 043291813 | 501(C)(3) | $10,000 | WORKFORCE DEVELOPMENT FOR FAMILIES LIVING IN HOTESL |
| DANFORTH MUSEUM OF ART | |||||||
| 123 UNION AVENUE | FRAMINGHAM | MA | 01702 | 042526917 | 501(C)(3) | $10,000 | CREATION OF CURATED ON-LINE EXHIBITS |
| EMPLOYMENT OPTIONS INC | |||||||
| 82 BRIGHAM STREET | MARLBOROUGH | MA | 01752 | 237089596 | 501(C)(3) | $10,000 | WORKFORCE DEVELOPMENT FOR DISABLED ADULTS |
| FAMILY PROMISE | |||||||
| COMMON STREET PO BOX 847 | NATICK | MA | 01760 | 205963640 | 501(C)(3) | $12,500 | GENERAL SUPPORT; ASSISTANCE TO MOVING TO TRANSITIONAL HOUSING |
| FRAMINGHAM HISTORY CENTER | |||||||
| PO BOX 2032 | FRAMINGHAM | MA | 01703 | 046121840 | 501(C)(3) | $10,000 | DEVELOPMENT OF A CIVIL WAR WORKSHIP FOR TEACHERS |
| GOODNOW LIBRARY FOUNDATION | |||||||
| 21 CONCORD ROAD | SUDBURY | MA | 01776 | 043026646 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| HOUSEHOLD GOODS RECYCLING OF MA | |||||||
| 530 MAIN STREET | ACTON | MA | 01720 | 043468139 | 501(C)(3) | $5,000 | COLLECTION COSTS FOR ONE TIME LARGE SCALE DONATION EVENT |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMIINGHAM | MA | 017026265 | 042730898 | 501(C)(3) | $34,500 | GENERAL SUPPORT; FOOD SUPPORT; FAMILY SUPPORT |
| LAND'S SAKE INCORPORATED | |||||||
| 27 CRESCENT STREET | WESTON | MA | 02493 | 042702759 | $36,651 | FARM TO FAMILY; ANNUAL DISTRIBUTIONS; TRANSITION SUPPORT | |
| LVM LITERACY UNLIMITED FRAMINGHAM PUBLIC LIBRARY | |||||||
| 49 LEXINGTON STREET | FRAMINGHAM | MA | 01702 | 264348429 | 501(C)(3) | $8,000 | ESL & ADULTS: LITERACY TUTORING |
| METROWEST LEGAL SERVICES INC | |||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | 043177488 | 501(C)(3) | $10,000 | HOUSING |
| METROWEST MEDITATION SERVICES | |||||||
| 600 CONCORD STREET | FRAMINGHAM | MA | 01702 | 042710084 | $5,000 | HOUSING | |
| MICHAEL CARTER LISNOW RESPITE CENTER | |||||||
| 112 MAIN STREET | HOPKINTON | MA | 01748 | 043237284 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| NATICK SERVICE COUNCIL INC | |||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | 042433772 | 501(C)(3) | $13,500 | FOOD SUPPORT |
| NEW REPERTORY THEATRE | |||||||
| 200 DEXTER AVENUE | WATERTOWN | MA | 02472 | 222831171 | 501(C)(3) | $10,000 | FREE PERFORMANCES IN UNDERSERVED COMMUNITIES |
| NEWTON COMMUNITY SERVICE CENTER | |||||||
| 492 WALTHAM STREET | WEST NEWTON | MA | 02465 | 042232418 | 501(C)(3) | $20,000 | PARENTING SUPPORT |
| NEWTON SOUTH HIGH SCHOOL | |||||||
| 140 BRANDEIS ROAD | NEWTON | MA | 02459 | $5,000 | SCHOLARSHIP | ||
| PLUGGED IN TEEN BAND PROGRAM | |||||||
| 146 WAREN STREET | NEEDHAM | MA | 02492 | 651195693 | 501(C)(3) | $5,000 | CPACITY BUILDING-CONSULTANT |
| PROGRAMS FOR PEOPLE | |||||||
| 98 LINCOLN STREET | FRAMINGHAM | MA | 01702 | 042609789 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| REACH BEYOND DOMESTIC VIOLENCE | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | 042735449 | 501(C)(3) | $20,000 | GENERAL SUPPORT; COMMUNITY BASED PROGRAM-ADVOCATES |
| SECOND CHANCE FOUNDATION | |||||||
| 1600 WALLACE BLVD | AMARRILLO | TX | 79106 | 752160474 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| RESTORATION PROJECT INC | |||||||
| 40 BEHARRELL STREET | CONCORD | MA | 01742 | 043193346 | 501(C)(3) | $5,000 | WORKFORCE DEVELOPMENT FOR VETERANS |
| SHERBORN RURAL LAND FOUNDATION | |||||||
| PO BOX 190 | SHERBORN | MA | 01770 | 237424463 | 501(C)(3) | $6,560 | RESTORATION OF BARBER RESERVATION BARN |
| SMOC | |||||||
| 300 HOWARD STREET | FRAMIINGHAM | MA | 01701 | 042389659 | 501(C)(3) | $5,000 | OUTREACH PROGRAMMING |
| ST MARY'S PARISH CENTER | |||||||
| 22 SETON WAY | RANDOLPH | MA | 02368 | $9,600 | GENERAL SUPPORT | ||
| THE DISCOVERY MUSEUMS | |||||||
| 177 MAIN STREET | ACTON | MA | 01720 | 042741645 | 501(C)(3) | $30,000 | SPECIAL NIGHTS FOR AUTISTIC SPECTRUM CHILDREN |
| THE WAYSIDE INN | |||||||
| 72 WAYSIDE INN ROAD | SUDBURY | MA | 01776 | 042105813 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| TOWN OF WELLESLEY | |||||||
| 525 WASHINGTON STREET 3RD FLOOR | WELLESLEY | MA | 02482 | $15,000 | STUDENT INTERNSHIPS PROGRAMS | ||
| WALTHAM PARTNERSHIP FOR YOUTH | |||||||
| 510 MODY STREET | WALTHAM | MA | 02451 | 043399437 | 501(C)(3) | $9,570 | PARENT CHILD AFTERSCHOOL LITERACY PROGRAM |
| WATCH INC | |||||||
| MOODY STREET | WALTHAM | MA | 02453 | 222918528 | 501(C)(3) | $5,000 | ESL AND IMMIGRANTS |
| WAYLAND HIGH SCHOOL SCHOLARSHIP COMMITTEE | |||||||
| PO BOX 36 | WAYLAND | MA | 01778 | 042746821 | 501(C)(3) | $10,000 | SCHOLARSHIP |
| WAYPOINT ADVENTURE | |||||||
| 255 NEWTONVILLE AVE | NEWTON | MA | 02458 | 273045996 | 501(C)(3) | $5,000 | OUTDOOR ADVENTURE PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 36 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH VONA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MEMBER OF THE BOARD OF DIRECTORS | RelationshipDescriptionTxt |
| Transaction | $42,900 | TransactionAmt |
| Transaction | OWNS BUILDING THAT IS LEASED BY THE FOUNDATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $353,968 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED STOCK PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK CONTRIBUTIONS ARE SOLD BY INVESTMENT MANAGERS IMMEDIATELY UPON NOTIFICATION OF RECEIPT THEN THEY ARE REINVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 20,434. |
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