FOUNDATION FOR METROWEST INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR METROWEST INC (EIN 04-3266789)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201331359349305883
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-15T13:50:44-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN042917204EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANSTISS & CO PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11115 WESTFORD STREETAddressLine1
CityLOWELLCity
StateMAState
ZIP Code01851ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043266789EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR METROWEST INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFOUNNameControl
Phone5086472260Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ELIOT STREETAddressLine1
CityNATICKCity
StateMAState
ZIP Code01760ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJUDY SALERNOName
TitlePRESIDENTTitle
Phone5086472260Phone
Date Signed2013-04-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD B DIONNEName
PTINP00142882PTIN
Phone9784522500Phone
Date Prepared2013-04-29DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJUDY SALERNONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13 ELIOT STREETAddressLine1
CityNATICKCity
StateMAState
ZIP Code01760ZIPCode
FieldValueIRS element (for citing)
Gross Receipts6979131GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.FOUNDATIONFORMETROWEST.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees8TotalNbrEmployees
Total Nbr Volunteers55TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2475725ContributionsGrantsPriorYear
Contributions Grants Current Year2182870ContributionsGrantsCurrentYear
Program Service Revenue Prior Year6421ProgramServiceRevenuePriorYear
Program Service Revenue CY6967ProgramServiceRevenueCY
Investment Income Prior Year724357InvestmentIncomePriorYear
Investment Income Current Year746005InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year2122OtherRevenueCurrentYear
Total Revenue Prior Year3206503TotalRevenuePriorYear
Total Revenue Current Year2937964TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year588653GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1033686GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year442159SalariesEtcPriorYear
Salaries Etc Current Year461700SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year112871TotalFundrsngExpCurrentYear
Other Expense Prior Year278208OtherExpensePriorYear
Other Expenses Current Year285605OtherExpensesCurrentYear
Total Expenses Prior Year1309020TotalExpensesPriorYear
Total Expenses Current Year1780991TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1897483RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1156973RevenuesLessExpensesCY
Total Assets BOY10506761TotalAssetsBOY
Total Assets EOY11909244TotalAssetsEOY
Total Liabilities BOY578335TotalLiabilitiesBOY
Total Liabilities EOY640487TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY9928426NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY11268757NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1467895Expense
Grants1033686Grants
Revenue6967Revenue
DescriptionTO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVINGDescription
Total Program Service Expense1467895TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10965NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees8NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JUDY SALERNOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5086472260TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line121 ELLIOT STREETAddressLine1
CityNATICKCity
StateMAState
ZIP Code01760ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
ROBERT D RANDS
TRUSTEE5.00X000
ROBERT B BRACK
TRUSTEE5.00X000
JANET PATTILLO
SECRETARY5.00X000X
JOHN J O'NEIL
TRUSTEE5.00X000
JOHN STEIGER
TRUSTEE5.00X000
MEG RAMSEY
TRUSTEE5.00X000
KENNETH VONA
CHAIRMAN5.00X000X
PAMELA LESSER
VICE CHAIRMAN5.00X000X
GARRY HOLMES
TREASURER5.00X000X
JAMES HANRAHAN
TRUSTEE5.00X000
JOHN R HEERWAGEN
TRUSTEE5.00X000
DAVID SHUMAN
TRUSTEE5.00X000
ANDREA SUSSMAN
TRUSTEE5.00X000
ROBERT A VIGODA
TRUSTEE5.00X000
TOM CROTTY
TRUSTEE5.00X000
WOOLSEY CONOVER
TRUSTEE5.00X000
DAVID PERINI
TRUSTEE5.00X000
KYLE SCHAFFER
TRUSTEE5.00X000
PATRICIA POITRAS
TRUSTEE5.00X000
JUDITH SALERNO
EXECUTIVE DIRECTOR40.0088707023416X
FieldValueIRS element (for citing)
Total Reportable Comp From Org88707TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation23416TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events81804FundraisingEvents
All Other Contributions2101066AllOtherContributions
Noncash Contributions221524NoncashContributions
Total Contributions2182870TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ADMINISTRATIVE FEE REV52300059075907
WORKSHOPS90009910601060
FieldValueIRS element (for citing)
Total Program Service Revenue6967TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column207475TotalRevenueColumn
Exclusion$207,475ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4558475Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities4002841Securities
Other17104Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities555634Securities
Other-17104Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column538530TotalRevenueColumn
Exclusion$538,530ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events23344GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events81804CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses21222FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column2122TotalRevenueColumn
Exclusion$2,122ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2937964TotalRevenueColumn
Related Or Exempt Function Income6967RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$748,127ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1033686Total
Program Services1033686ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total112123Total
Management And General78486ManagementAndGeneral
Fundraising33637Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total298436Total
Program Services253116ProgramServices
Management And General28325ManagementAndGeneral
Fundraising16995Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total3715Total
Program Services2129ProgramServices
Management And General991ManagementAndGeneral
Fundraising595Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total14457Total
Program Services14345ProgramServices
Management And General-114ManagementAndGeneral
Fundraising226Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total32969Total
Program Services20944ProgramServices
Management And General8136ManagementAndGeneral
Fundraising3889Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total30410Total
Management And General30410ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total102136Total
Program Services102136ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total23164Total
Management And General17164ManagementAndGeneral
Fundraising6000Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total18257Total
Program Services9373ProgramServices
Management And General7144ManagementAndGeneral
Fundraising1740Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total8450Total
Fundraising8450Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total50140Total
Program Services30544ProgramServices
Management And General13925ManagementAndGeneral
Fundraising5671Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1489Total
Program Services946ProgramServices
Management And General368ManagementAndGeneral
Fundraising175Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2346Total
Program Services676ProgramServices
Fundraising1670Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total317Total
Management And General317ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total9256Total
Management And General9256ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2709Total
Management And General2709ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalFundraisingFundraisingManagement And GeneralManagementAndGeneral
DEVELOPMENT EXPENSES1170811708
SPECIAL EVENTS1031710317
MISCELLANEOUS56895538151
MARKETING35543554

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total5663Total
Management And General2957ManagementAndGeneral
Fundraising2706Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1780991Total
Program Services1467895ProgramServices
Management And General200225ManagementAndGeneral
Fundraising112871Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY478014BOY
EOY714335EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1265218BOY
EOY1157236EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY9487BOY
EOY8955EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis64674LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec57047LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY26495BOY
EOY7627EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY8727547BOY
EOY10021091EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10506761BOY
EOY11909244EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY13862BOY
EOY22082EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY34000EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY8021BOY
EOY1318EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY556452BOY
EOY583087EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY578335BOY
EOY640487EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4483714BOY
EOY6555885EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3357967BOY
EOY3136237EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2086745BOY
EOY1576635EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9928426BOY
EOY11268757EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10506761BOY
EOY11909244EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1156973ReconcilationRevenueExpenses
Reconciliation Unrealized Invest147165ReconciliationUnrealizedInvest
Reconcilation Other Changes36193ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years697785CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years690766CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years759235CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1475725CurrentTaxYearMinus1Year
Current Tax Year2182870CurrentTaxYear
Total5806381Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years697785CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years690766CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years759235CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1475725CurrentTaxYearMinus1Year
Current Tax Year2182870CurrentTaxYear
Total5806381Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total811423AmountsSubstContributorsTotal
Public Support Total1704994958PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years256640CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years185383CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years184967CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year181167CurrentTaxYearMinus1Year
Current Tax Year207475CurrentTaxYear
Total1015632Total
FieldValueIRS element (for citing)
Total Support6822013TotalSupport
Gross Receipts From Admissions Etc29145GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.73220PublicSupportPertcentage170
Public Support Pertcent Prior Year0.67980PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held58NumberDAFsHeld
Donor Advised Contributions859233DonorAdvisedContributions
Grants Paid From Donor Funds520818GrantsPaidFromDonorFunds
Aggregate DAF Value4244778AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance5154999BeginningOfYearBalance
Contributions502293Contributions
Investment Earnings Or Losses575671InvestmentEarningsOrLosses
Grants Or Scholarships402619GrantsOrScholarships
Other Expenditures510934OtherExpenditures
End Of Year Balance5319410EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5122785BeginningOfYearBalance
Contributions365846Contributions
Investment Earnings Or Losses80187InvestmentEarningsOrLosses
Grants Or Scholarships391967GrantsOrScholarships
Other Expenditures21852OtherExpenditures
End Of Year Balance5154999EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4740507BeginningOfYearBalance
Contributions85075Contributions
Investment Earnings Or Losses435832InvestmentEarningsOrLosses
Grants Or Scholarships233686GrantsOrScholarships
Other Expenditures-103949OtherExpenditures
Administrative Expenses8892AdministrativeExpenses
End Of Year Balance5122785EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4519119BeginningOfYearBalance
Contributions65612Contributions
Investment Earnings Or Losses334824InvestmentEarningsOrLosses
Grants Or Scholarships145732GrantsOrScholarships
Other Expenditures27961OtherExpenditures
Administrative Expenses5355AdministrativeExpenses
End Of Year Balance4740507EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4695884BeginningOfYearBalance
Contributions352011Contributions
Investment Earnings Or Losses-373634InvestmentEarningsOrLosses
Grants Or Scholarships110367GrantsOrScholarships
Other Expenditures37872OtherExpenditures
Administrative Expenses6903AdministrativeExpenses
End Of Year Balance4519119EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.33620BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.29640PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.36740TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis58591OtherCostOrOtherBasis
Depreciation55052Depreciation
Book Value3539BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis6083OtherCostOrOtherBasis
Depreciation1995Depreciation
Book Value4088BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings7627TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAGENCY ENDOWMENTSDescription
Amount$583,087Amount
FieldValueIRS element (for citing)
Total Of Amounts583087TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt3095675TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments147165NetUnrealizedGainsInvestments
Other Revenues21222OtherRevenues
Revenue Not Rptd F990168387RevenueNotRptdF990
Revenue Subtotal2927288RevenueSubtotal
Other Revenues Not Included10676OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt10676RevenueNotRptdOnFinStmt
Total Revenue Per Form9902937964TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1755344TotExpensesEtcAuditedFinclStmt
Other Expenses Included21222OtherExpensesIncluded
Expenses Not Rptd F99021222ExpensesNotRptdF990
Expenses Subtotal1734122ExpensesSubtotal
Other Expenses Not Included46869OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt46869ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901780991TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: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

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALA EVENTNameOfEvent1
Gross Receipts Event1105148GrossReceiptsEvent1
Charitable Contributions Event181804CharitableContributionsEvent1
Gross Revenue Event123344GrossRevenueEvent1
Food And Beverage Event16649FoodAndBeverageEvent1
Other Direct Expenses Event114573OtherDirectExpensesEvent1
Gross Receipts Total105148GrossReceiptsTotal
Charitable Contributions Total81804CharitableContributionsTotal
Gross Revenue Total Events23344GrossRevenueTotalEvents
Food And Beverage Total Events6649FoodAndBeverageTotalEvents
Other Direct Expenses Total Events14573OtherDirectExpensesTotalEvents
Direct Expense Summary Events21222DirectExpenseSummaryEvents
Net Income Summary2122NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (27 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ADVOCATES INC
1 CLARKS HILL SUITE 305FRAMIINGHAMMA01702237451423501(C)(3)14100GENERAL SUPPORT
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457042103544501(C)(3)10700BARTON ROAD-BABSON AFTERSCHOOL PROGRAM, ROBERT HOLMES MEMORIAL SCHOLARSHIP FUND
CHARLES RIVER WATERSHED ASSOCIATION
190 PARK ROADWESTONMA02493046136989501(C)(3)200951BLACKSTONE TOWN HALL STORMWATER RETROFIT PROJECT
EMPLOYMENT OPTIONS INC
82 BRIGHAM STREETMARLBOROUGHMA01752237089596501(C)(3)33500DIRECTOR FOR VOCATIONAL PROGRAMMING FOR THE DISABLED
FIRST PARISH WAYLAND
50 COCHITUATE ROAD PO BOX 397WAYLANDMA01778042103733501(C)(3)30750GENERAL SUPPORT
FRAMINGHAM HISTORY CENTER
PO BOX 2032FRAMINGHAMMA01703046121840501(C)(3)10000DEVELOPMENT OF A CIVIL WAR WORKSHIP FOR TEACHERS
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMIINGHAMMA017026265042730898501(C)(3)22850GENERAL SUPPORT
LAND'S SAKE INCORPORATED
27 CRESCENT STREETWESTONMA02493042702759501(C)(3)54261GENERAL SUPPORT YEARLY DISBURSEMENT
METROWEST LEGAL SERVICES INC
63 FOUNTAIN STREET SUITE 304FRAMIINGHAMMA01702043177488501(C)(3)28500CHILDREN'S ADVOCACY PROJECT
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760042433772501(C)(3)13500TO SUPPORT CASE MANAGEMENT WORK, FOOD SUPPORT
NEW REPERTORY THEATRE
200 DEXTER AVENUEWATERTOWNMA02472222831171501(C)(3)10000FREE PERFORMANCES IN UNDERSERVED COMMUNITIES
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA02454042735449501(C)(3)42000COMMUNITY BASED ADVOCACY PROGRAM FOR NON-SHELTER DOMESTIC ABUSE SURVIVORS
RESTORATION PROJECT INC
40 BEHARRELL STREETCONCORDMA01742043193346501(C)(3)15000WORKFORCE DEVELOPMENT FOR VETERANS
SMOC
300 HOWARD STREETFRAMIINGHAMMA01701042389659501(C)(3)10000YOUNG PARENT EDUCATION PROGRAMS FOR FAMILIES IN SHELTERS
ST MARY'S PARISH CENTER
22 SETON WAYRANDOLPHMA0236896002011 MONTHLY SUPPORT
THE CENTER FOR ARTS IN NATICK
14 SUMMER STREETNATICKMA01760043364016501(C)(3)12750GENERAL SUPPORT, BUILDING INFRASTRUCTURE, TECHNOLOGY
TOWN OF WELLESLEY
525 WASHINGTON STREET 3RD FLOORWELLESLEYMA0248212000WELLESLEY ESL PROGRAM
WALTHAM FIELDS COMMUNITY FARM
240 BEAVER STREETWALTHAMMA02452043261186501(C)(3)7500LOW INCOME FOOD SUPPORT & NUTRITION EDUCATION
ELIOT COMMUNITY HUMAN SERVICES
190 PARK ROADWESTONMA02493046136989501(C)(3)5509GREENHOUSE GARDENING PROGRAM FOR TROUBLED YOUTH
FAMILY PROMISE
COMMON STREET PO BOX 847NATICKMA01760205963640501(C)(3)17500SHELTER PROGRAMS TO TRANSITIONAL HOUSING
HOPKINTON CENTER FOR THE ARTS
98 HAYDEN ROWEHOPKINTONMA01748272588125501(C)(3)7500TEEN VISUAL ARTS AND MUSIC/THEATER CLASSES/SENIR ART AND ACTING CLASSES
JERICHO ROAD PROJECT
20 LEXINGTON ROADWEST CONCORDMA01742820553404501(C)(3)40000BOARD DEVELOPMENT PROGRAM
MAYNARD EDUCATION FOUNDATION
PO BOX 89MAYNARDMA01752043540676501(C)(3)10000GENERAL SUPPORT
THE MICHAEL CARTER LISNOW RESPITE CENTER
112 MAIN STREETHOPKINTONMA01748043237284501(C)(3)25000GENERAL SUPPORT
WALTHAM PARTNERSHIP FOR YOUTH
510 MODY STREETWALTHAMMA02451043399437501(C)(3)7000HEALTHY EATING, COOKING & GARDENING INITIATIVE FOR LOW INCOME CHILDREN, SUMMER READING AND KINDERGARTEN READINESS
WATCH INC
MOODY STREETWALTHAMMA02453222918528501(C)(3)101000ESL AND LEADERSHIP CIVIC ENGAGEMENT CLASSES
WELLESLEY FRIENDLY AID
219 WASHINGTON STREETWELLESLEYMA02481042105815501(C)(3)24000VOLUNTEER MATCH PROGRAM
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants25TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS.Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions9NumberOfContributions
Noncash Contribs Rptd F990221524NoncashContribsRptdF990
Method Of Determining RevenuesQUOTED STOCK PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY USE:Identifier
Return ReferencePART I, LINE 32B:ReturnReference
ExplanationSTOCK CONTRIBUTIONS ARE SOLD BY INVESTMENT MANAGERS IMMEDIATELY UPON NOTIFICATION OF RECEIPT THEN THEY ARE REINVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CCONFLICT 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 15EXECUTIVE 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 18THE 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 19THE 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 36,193.CHANGES IN NET ASSETS OR FUND BALANCES:

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