2014-05-12T07:38:54-05:00 2013-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2013-01-01 043266789 FOUNDATION FOR METROWEST INC FOUN 5086472260 3 ELIOT STREET NATICK MA 01760 ROBERT B BRACK PRESIDENT 5086472260 2014-03-25 1 RICHARD B DIONNE P00142882 9784522500 2014-03-25 2013 2015-11-30 17:44:51Z JUDY SALERNO 3 ELIOT STREET NATICK MA 01760 17496669 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 9 65 0 0 2182870 2179758 6967 6183 746005 1632865 2122 2661 2937964 3821467 1033686 749959 0 0 461700 460318 0 0 133473 285605 322782 1780991 1533059 1156973 2288408 11909244 13581824 640487 685913 11268757 12895911 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 1198727 749959 6183 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING 1198727 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 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X JUDY SALERNO 5086472260 3 ELLIOT STREET NATICK MA 01760 ROBERT B BRACK 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 SECRETARY 5.00 X 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 TRUSTEE 5.00 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 ROBERT D RANDS 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 JUDITH SALERNO EXECUTIVE DIRECTOR 40.00 X 112716 0 7594 112716 0 7594 1 0 0 0 0 122864 2056894 353968 2179758 ADMINISTRATIVE FEE REVENUE 523000 6183 6183 6183 211949 211949 15069513 13648597 1420916 1420916 1420916 29266 122864 26605 2661 2661 3821467 6183 0 1635526 749959 749959 122598 85819 36779 285267 237952 29572 17743 6441 4641 1118 682 10594 8077 1642 875 35418 21055 9740 4623 4919 4919 16829 16829 142081 142081 40495 17370 23125 16513 8525 6116 1872 44804 25503 13702 5599 1571 934 432 205 6208 6208 29 29 5364 5364 2891 2891 SPECIAL EVENTS 15663 15663 DEVELOPMENT EXPENSES 12158 12158 MISCELLANEOUS 7138 2906 4232 ANNUAL REPORT 2706 2706 3413 2410 1003 1533059 1198727 200859 133473 714335 477464 1157236 1096979 8955 8584 94135 62411 7627 31724 10021091 11967073 11909244 13581824 22082 5949 34000 72944 1318 583087 607020 640487 685913 X 6555885 8071250 3136237 3198026 1576635 1626635 11268757 12895911 11909244 13581824 X 2288408 -681688 20434 X 0 1 X 1 0 X 690766 759235 1475725 2182870 2179758 7288354 690766 759235 1475725 2182870 2179758 7288354 853389 6434965 185383 184967 181167 207475 211949 970941 8259295 18093 0.77910 0.73220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64 847072 291712 4788166 1 1 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 4519119 65612 334824 145732 27961 5355 4740507 0.43680 0.30160 0.26160 0 0 60688 56747 3941 33447 5664 27783 31724 AGENCY ENDOWMENTS 607020 607020 X 3149839 -681688 26605 -655083 3804922 16545 16545 3821467 1522685 26605 26605 1496080 36979 36979 1533059 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 GALA EVENT 152130 122864 29266 2850 9545 12755 1455 152130 122864 29266 2850 9545 12755 1455 26605 2661 1 ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE STREET CAMBRIDGE MA 02141 043263996 501(C)(3) 5000 GENERAL SUPPORT ADVOCATES INC 1 CLARKS HILL SUITE 305 FRAMIINGHAM MA 01702 237451423 501(C)(3) 14250 GENERAL SUPPORT ; PROGRAMMING FOR YOUNG ADULT ON THE AUTISM SPECTRUM ASSABET VALLEY MASTERSINGERS PO BOX 911 NORTHBOROUGH MA 01532 042709313 501(C)(3) 5000 PROGRAMING SUPPORT BABSON COLLEGE 231 FOREST STREET BABSON PARK MA 02457 042103544 501(C)(3) 14000 BARTON ROAD-BABSON AFTERSCHOOL PROGRAM, ROBERT HOLMES MEMORIAL SCHOLARSHIP FUND BETHANY HILL SCHOOL 89 BETHANY ROAD FRAMINGHAM MA 01702 042493492 501(C)(3) 10000 PROMOTION OF ACADEMIC AMBITION IN YOUNG RESIDENTS BUDDY DOG HUMANE SOCIETY 151 BOSTON POST ROAD SUDBURY MA 01776 042386196 501(C)(3) 5500 GENERAL SUPPORT CHARLES RIVER CENTER 59 E MILITIA HEIGHTS ROAD NEEDHAM MA 02492 042393108 501(C)(3) 25000 COMPLETION OF COMMUNITY HOUSING FOR DISABLED ADULTS CHARLES RIVER WATERSHED ASSOCIATION 190 PARK ROAD WESTON MA 02493 046136989 501(C)(3) 7111 BLACKSTONE TOWN HALL STORMWATER RETROFIT PROJECT; INVASIVE PLANT CONTROL VOLUNTEER CHESTERBROOK COMMUNITY FOUNDATION 22 BROOKWAY ROAD WALTHAM MA 02452 412253173 501(C)(3) 5000 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) 10000 WORKFORCE DEVELOPMENT FOR FAMILIES LIVING IN HOTESL DANFORTH MUSEUM OF ART 123 UNION AVENUE FRAMINGHAM MA 01702 042526917 501(C)(3) 10000 CREATION OF CURATED ON-LINE EXHIBITS EMPLOYMENT OPTIONS INC 82 BRIGHAM STREET MARLBOROUGH MA 01752 237089596 501(C)(3) 10000 WORKFORCE DEVELOPMENT FOR DISABLED ADULTS FAMILY PROMISE COMMON STREET PO BOX 847 NATICK MA 01760 205963640 501(C)(3) 12500 GENERAL SUPPORT; ASSISTANCE TO MOVING TO TRANSITIONAL HOUSING FRAMINGHAM HISTORY CENTER PO BOX 2032 FRAMINGHAM MA 01703 046121840 501(C)(3) 10000 DEVELOPMENT OF A CIVIL WAR WORKSHIP FOR TEACHERS GOODNOW LIBRARY FOUNDATION 21 CONCORD ROAD SUDBURY MA 01776 043026646 501(C)(3) 5000 GENERAL SUPPORT HOUSEHOLD GOODS RECYCLING OF MA 530 MAIN STREET ACTON MA 01720 043468139 501(C)(3) 5000 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) 34500 GENERAL SUPPORT; FOOD SUPPORT; FAMILY SUPPORT LAND'S SAKE INCORPORATED 27 CRESCENT STREET WESTON MA 02493 042702759 36651 FARM TO FAMILY; ANNUAL DISTRIBUTIONS; TRANSITION SUPPORT LVM LITERACY UNLIMITED FRAMINGHAM PUBLIC LIBRARY 49 LEXINGTON STREET FRAMINGHAM MA 01702 264348429 501(C)(3) 8000 ESL & ADULTS: LITERACY TUTORING METROWEST LEGAL SERVICES INC 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 043177488 501(C)(3) 10000 HOUSING METROWEST MEDITATION SERVICES 600 CONCORD STREET FRAMINGHAM MA 01702 042710084 5000 HOUSING MICHAEL CARTER LISNOW RESPITE CENTER 112 MAIN STREET HOPKINTON MA 01748 043237284 501(C)(3) 10000 GENERAL SUPPORT NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 042433772 501(C)(3) 13500 FOOD SUPPORT NEW REPERTORY THEATRE 200 DEXTER AVENUE WATERTOWN MA 02472 222831171 501(C)(3) 10000 FREE PERFORMANCES IN UNDERSERVED COMMUNITIES NEWTON COMMUNITY SERVICE CENTER 492 WALTHAM STREET WEST NEWTON MA 02465 042232418 501(C)(3) 20000 PARENTING SUPPORT NEWTON SOUTH HIGH SCHOOL 140 BRANDEIS ROAD NEWTON MA 02459 5000 SCHOLARSHIP PLUGGED IN TEEN BAND PROGRAM 146 WAREN STREET NEEDHAM MA 02492 651195693 501(C)(3) 5000 CPACITY BUILDING-CONSULTANT PROGRAMS FOR PEOPLE 98 LINCOLN STREET FRAMINGHAM MA 01702 042609789 501(C)(3) 10000 GENERAL SUPPORT REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 042735449 501(C)(3) 20000 GENERAL SUPPORT; COMMUNITY BASED PROGRAM-ADVOCATES SECOND CHANCE FOUNDATION 1600 WALLACE BLVD AMARRILLO TX 79106 752160474 501(C)(3) 5000 GENERAL SUPPORT RESTORATION PROJECT INC 40 BEHARRELL STREET CONCORD MA 01742 043193346 501(C)(3) 5000 WORKFORCE DEVELOPMENT FOR VETERANS SHERBORN RURAL LAND FOUNDATION PO BOX 190 SHERBORN MA 01770 237424463 501(C)(3) 6560 RESTORATION OF BARBER RESERVATION BARN SMOC 300 HOWARD STREET FRAMIINGHAM MA 01701 042389659 501(C)(3) 5000 OUTREACH PROGRAMMING ST MARY'S PARISH CENTER 22 SETON WAY RANDOLPH MA 02368 9600 GENERAL SUPPORT THE DISCOVERY MUSEUMS 177 MAIN STREET ACTON MA 01720 042741645 501(C)(3) 30000 SPECIAL NIGHTS FOR AUTISTIC SPECTRUM CHILDREN THE WAYSIDE INN 72 WAYSIDE INN ROAD SUDBURY MA 01776 042105813 501(C)(3) 5000 GENERAL SUPPORT TOWN OF WELLESLEY 525 WASHINGTON STREET 3RD FLOOR WELLESLEY MA 02482 15000 STUDENT INTERNSHIPS PROGRAMS WALTHAM PARTNERSHIP FOR YOUTH 510 MODY STREET WALTHAM MA 02451 043399437 501(C)(3) 9570 PARENT CHILD AFTERSCHOOL LITERACY PROGRAM WATCH INC MOODY STREET WALTHAM MA 02453 222918528 501(C)(3) 5000 ESL AND IMMIGRANTS WAYLAND HIGH SCHOOL SCHOLARSHIP COMMITTEE PO BOX 36 WAYLAND MA 01778 042746821 501(C)(3) 10000 SCHOLARSHIP WAYPOINT ADVENTURE 255 NEWTONVILLE AVE NEWTON MA 02458 273045996 501(C)(3) 5000 OUTDOOR ADVENTURE PROGRAMS 36 5 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 353968 QUOTED STOCK PRICE 0 1 1 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 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.