2013-05-15T13:50:44-05:00 2012-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2012-01-01 043266789 FOUNDATION FOR METROWEST INC FOUN 5086472260 3 ELIOT STREET NATICK MA 01760 JUDY SALERNO 5086472260 2013-04-29 1 RICHARD B DIONNE P00142882 9784522500 2013-04-29 2012 2016-02-24 21:20:13Z JUDY SALERNO 3 ELIOT STREET NATICK MA 01760 6979131 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. 17 17 8 55 0 0 2475725 2182870 6421 6967 724357 746005 0 2122 3206503 2937964 588653 1033686 0 0 442159 461700 0 0 112871 278208 285605 1309020 1780991 1897483 1156973 10506761 11909244 578335 640487 9928426 11268757 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 1467895 1033686 6967 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING 1467895 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 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 21 ELLIOT STREET NATICK MA 01760 ROBERT D RANDS 5.00 X 0 0 0 ROBERT B BRACK 5.00 X 0 0 0 JANET PATTILLO 5.00 X X 0 0 0 JOHN J O'NEIL 5.00 X 0 0 0 JOHN STEIGER 5.00 X 0 0 0 MEG RAMSEY 5.00 X 0 0 0 KENNETH VONA 5.00 X X 0 0 0 PAMELA LESSER 5.00 X X 0 0 0 GARRY HOLMES 5.00 X X 0 0 0 JAMES HANRAHAN 5.00 X 0 0 0 JOHN R HEERWAGEN 5.00 X 0 0 0 DAVID SHUMAN 5.00 X 0 0 0 ANDREA SUSSMAN 5.00 X 0 0 0 ROBERT A VIGODA 5.00 X 0 0 0 TOM CROTTY 5.00 X 0 0 0 WOOLSEY CONOVER 5.00 X 0 0 0 DAVID PERINI 5.00 X 0 0 0 KYLE SCHAFFER 5.00 X 0 0 0 PATRICIA POITRAS 5.00 X 0 0 0 JUDITH SALERNO 40.00 X 88707 0 23416 88707 0 23416 0 0 0 0 0 81804 2101066 221524 2182870 ADMINISTRATIVE FEE REV 523000 5907 5907 WORKSHOPS 900099 1060 1060 6967 207475 207475 4558475 4002841 17104 555634 -17104 538530 538530 23344 81804 21222 2122 2122 2937964 6967 0 748127 1033686 1033686 112123 78486 33637 298436 253116 28325 16995 3715 2129 991 595 14457 14345 -114 226 32969 20944 8136 3889 30410 30410 102136 102136 23164 17164 6000 18257 9373 7144 1740 8450 8450 50140 30544 13925 5671 1489 946 368 175 2346 676 1670 317 317 9256 9256 2709 2709 DEVELOPMENT EXPENSES 11708 11708 SPECIAL EVENTS 10317 10317 MISCELLANEOUS 5689 151 5538 MARKETING 3554 3554 5663 2957 2706 1780991 1467895 200225 112871 478014 714335 1265218 1157236 9487 8955 64674 57047 26495 7627 8727547 10021091 10506761 11909244 13862 22082 0 34000 8021 1318 556452 583087 578335 640487 X 4483714 6555885 3357967 3136237 2086745 1576635 9928426 11268757 10506761 11909244 X 1156973 147165 36193 X 0 1 X 1 0 X 697785 690766 759235 1475725 2182870 5806381 697785 690766 759235 1475725 2182870 5806381 811423 4994958 256640 185383 184967 181167 207475 1015632 6822013 29145 0.73220 0.67980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58 859233 520818 4244778 1 1 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 4695884 352011 -373634 110367 37872 6903 4519119 0.33620 0.29640 0.36740 0 0 58591 55052 3539 6083 1995 4088 7627 AGENCY ENDOWMENTS 583087 583087 X 3095675 147165 21222 168387 2927288 10676 10676 2937964 1755344 21222 21222 1734122 46869 46869 1780991 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 GALA EVENT 105148 81804 23344 6649 14573 105148 81804 23344 6649 14573 21222 2122 1 ADVOCATES INC 1 CLARKS HILL SUITE 305 FRAMIINGHAM MA 01702 237451423 501(C)(3) 14100 GENERAL SUPPORT BABSON COLLEGE 231 FOREST STREET BABSON PARK MA 02457 042103544 501(C)(3) 10700 BARTON ROAD-BABSON AFTERSCHOOL PROGRAM, ROBERT HOLMES MEMORIAL SCHOLARSHIP FUND CHARLES RIVER WATERSHED ASSOCIATION 190 PARK ROAD WESTON MA 02493 046136989 501(C)(3) 200951 BLACKSTONE TOWN HALL STORMWATER RETROFIT PROJECT EMPLOYMENT OPTIONS INC 82 BRIGHAM STREET MARLBOROUGH MA 01752 237089596 501(C)(3) 33500 DIRECTOR FOR VOCATIONAL PROGRAMMING FOR THE DISABLED FIRST PARISH WAYLAND 50 COCHITUATE ROAD PO BOX 397 WAYLAND MA 01778 042103733 501(C)(3) 30750 GENERAL SUPPORT FRAMINGHAM HISTORY CENTER PO BOX 2032 FRAMINGHAM MA 01703 046121840 501(C)(3) 10000 DEVELOPMENT OF A CIVIL WAR WORKSHIP FOR TEACHERS JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMIINGHAM MA 017026265 042730898 501(C)(3) 22850 GENERAL SUPPORT LAND'S SAKE INCORPORATED 27 CRESCENT STREET WESTON MA 02493 042702759 501(C)(3) 54261 GENERAL SUPPORT YEARLY DISBURSEMENT METROWEST LEGAL SERVICES INC 63 FOUNTAIN STREET SUITE 304 FRAMIINGHAM MA 01702 043177488 501(C)(3) 28500 CHILDREN'S ADVOCACY PROJECT NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 042433772 501(C)(3) 13500 TO SUPPORT CASE MANAGEMENT WORK, FOOD SUPPORT NEW REPERTORY THEATRE 200 DEXTER AVENUE WATERTOWN MA 02472 222831171 501(C)(3) 10000 FREE PERFORMANCES IN UNDERSERVED COMMUNITIES REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 042735449 501(C)(3) 42000 COMMUNITY BASED ADVOCACY PROGRAM FOR NON-SHELTER DOMESTIC ABUSE SURVIVORS RESTORATION PROJECT INC 40 BEHARRELL STREET CONCORD MA 01742 043193346 501(C)(3) 15000 WORKFORCE DEVELOPMENT FOR VETERANS SMOC 300 HOWARD STREET FRAMIINGHAM MA 01701 042389659 501(C)(3) 10000 YOUNG PARENT EDUCATION PROGRAMS FOR FAMILIES IN SHELTERS ST MARY'S PARISH CENTER 22 SETON WAY RANDOLPH MA 02368 9600 2011 MONTHLY SUPPORT THE CENTER FOR ARTS IN NATICK 14 SUMMER STREET NATICK MA 01760 043364016 501(C)(3) 12750 GENERAL SUPPORT, BUILDING INFRASTRUCTURE, TECHNOLOGY TOWN OF WELLESLEY 525 WASHINGTON STREET 3RD FLOOR WELLESLEY MA 02482 12000 WELLESLEY ESL PROGRAM WALTHAM FIELDS COMMUNITY FARM 240 BEAVER STREET WALTHAM MA 02452 043261186 501(C)(3) 7500 LOW INCOME FOOD SUPPORT & NUTRITION EDUCATION ELIOT COMMUNITY HUMAN SERVICES 190 PARK ROAD WESTON MA 02493 046136989 501(C)(3) 5509 GREENHOUSE GARDENING PROGRAM FOR TROUBLED YOUTH FAMILY PROMISE COMMON STREET PO BOX 847 NATICK MA 01760 205963640 501(C)(3) 17500 SHELTER PROGRAMS TO TRANSITIONAL HOUSING HOPKINTON CENTER FOR THE ARTS 98 HAYDEN ROWE HOPKINTON MA 01748 272588125 501(C)(3) 7500 TEEN VISUAL ARTS AND MUSIC/THEATER CLASSES/SENIR ART AND ACTING CLASSES JERICHO ROAD PROJECT 20 LEXINGTON ROAD WEST CONCORD MA 01742 820553404 501(C)(3) 40000 BOARD DEVELOPMENT PROGRAM MAYNARD EDUCATION FOUNDATION PO BOX 89 MAYNARD MA 01752 043540676 501(C)(3) 10000 GENERAL SUPPORT THE MICHAEL CARTER LISNOW RESPITE CENTER 112 MAIN STREET HOPKINTON MA 01748 043237284 501(C)(3) 25000 GENERAL SUPPORT WALTHAM PARTNERSHIP FOR YOUTH 510 MODY STREET WALTHAM MA 02451 043399437 501(C)(3) 7000 HEALTHY EATING, COOKING & GARDENING INITIATIVE FOR LOW INCOME CHILDREN, SUMMER READING AND KINDERGARTEN READINESS WATCH INC MOODY STREET WALTHAM MA 02453 222918528 501(C)(3) 101000 ESL AND LEADERSHIP CIVIC ENGAGEMENT CLASSES WELLESLEY FRIENDLY AID 219 WASHINGTON STREET WELLESLEY MA 02481 042105815 501(C)(3) 24000 VOLUNTEER MATCH PROGRAM 25 2 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS. X 9 221524 QUOTED STOCK PRICE 0 1 1 THIRD PARTY USE: 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET AGENCY ENDOWMENT ACTIVITY 36,193.