2013-05-15T08:34:39-05:00 2012-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990 2012-01-01 042572276 GREATER WORCESTER COMMUNITY FOUNDATION INC GREA 5087550980 370 MAIN STREET NO 650 WORCESTER MA 01608 ANN T LISI 5087550980 2013-05-13 1 CARLA M MCCALL CPA P00535908 5083669100 2013-05-13 2012 2016-02-25 16:41:14Z ANN T LISI 370 MAIN ST WORCESTER MA 016081738 51325287 0 X WWW.GREATERWORCESTER.ORG X 1975 MA THE FOUNDATION'S MISSION IS TO BUILD HEALTHY AND VIBRANT COMMUNITIES IN CENTRAL MASSACHUSETTS. THE FOUNDATION WORKS WITH DONORS, BUILDS CHARITABLE ENDOWMENTS, AND PROVIDES SUPPORT TO NONPROFITS IN THE AREA. 21 21 12 297 0 0 3411012 3507930 1039 388 5601181 6563605 6200 14635 9019432 10086558 5132406 5320132 0 0 925421 881536 0 0 223515 1493755 1482385 7551582 7684053 1467850 2402505 115965007 124690268 13245681 14100735 102719326 110589533 GREATER WORCESTER COMMUNITY FOUNDATION'S MISSION IS TO BUILD HEALTHY AND VIBRANT COMMUNITIES IN CENTRAL MASSACHUSETTS. THE FOUNDATION WORKS WITH DONORS, BUILDS CHARITABLE ENDOWMENTS, AND PROVIDES SUPPORT TO NONPROFITS IN THE AREA. 0 0 3345009 2461675 DONOR ADVISED AND DESIGNATED GRANTMAKING: FORMALLY STRUCTURED TO ENABLE THE DONOR TO SUGGEST SPECIFIC GRANTS FROM FUNDS. INCLUDES FUNDS ESTABLISHED AS ENDOWMENTS FOR SPECIFIC AGENCIES. 3148648 2317168 138 DISCRETIONARY AND FIELD OF INTEREST GRANTMAKING: DISCRETIONARY FUNDS HAVE NO EXTERNAL RESTRICTIONS ON THEIR GRANT PURPOSE. FIELD OF INTEREST FUNDS SUPPORT A CLASS OF CHARITABLE BENEFICIARIES. 735522 541289 250 SCHOLARSHIPS GRANTMAKING: AWARDS ARE MADE TO COLLEGES TO ASSIST INDIVIDUAL STUDENTS IN OBTAINING AN EDUCATION. 7229179 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 21 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X ANN T LISI PRESIDENT & CEO 5087550980 370 MAIN STREET WORCESTER MA 01608 R JOSEPH SALOIS 2.00 X X 0 0 0 THOMAS J BARTHOLOMEW 2.00 X X 0 0 0 ELLEN S DUNLAP 2.00 X X 0 0 0 WARNER S FLETCHER 2.00 X X 0 0 0 ROBERT S ADLER 1.00 X 0 0 0 BRIAN M CHANDLEY 1.00 X 0 0 0 TRACY A CRAIG 1.00 X 0 0 0 GERALD M GATES 1.00 X 0 0 0 GERALD LEE GAUDETTE III 1.00 X 0 0 0 DENNIS F GORMAN 1.00 X 0 0 0 ALISON C KENARY 1.00 X 0 0 0 LINDA C LOOFT 1.00 X 0 0 0 MONICA LOWELL 1.00 X 0 0 0 ANN K MOLLOY 1.00 X 0 0 0 FREDERIC H MULLIGAN 1.00 X 0 0 0 MARY C RITTER 1.00 X 0 0 0 SCOTT ROSSITER 1.00 X 0 0 0 CAROLYN STEMPLER 1.00 X 0 0 0 JOSEPH STOLBERG 1.00 X 0 0 0 GEORGE W TETLER III 1.00 X 0 0 0 CARLTON A WATSON 1.00 X 0 0 0 CHARLES S WEISS 1.00 X 0 0 0 ANN T LISI 50.00 X 133132 0 11400 133132 0 11400 1 0 0 0 ADAGE CAPITAL MANAGEMENT LP 200 CLARENDON STREET 52 FLOOR BOSTON MA 02116 INVESTMENT MANAGEMENT FEES 174932 1 1583 3506347 414645 3507930 NON PROFIT SUPPORT CEN 900099 250 250 PROGRAM RELATED INVESTMENT 900099 138 138 388 3380040 3380040 43071758 1337391 39918455 1307129 3153303 30262 3183565 3183565 27780 1583 13145 14635 14635 10086558 388 0 6578240 4734567 4734567 585565 585565 144738 101318 26052 17368 549238 384466 98863 65909 23325 16327 4199 2799 107068 74947 19272 12849 57167 40017 10290 6860 2465 1725 444 296 38778 27145 6980 4653 1069990 1069990 25029 22826 722 1481 25240 25240 10258 7181 1846 1231 54863 39503 9216 6144 92105 64473 16579 11053 9661 6914 466 2281 36508 18158 603 17747 27929 27929 7942 5559 1430 953 DUES AND SUBSCRIPTIONS 30894 6874 1008 23012 PRINTING AND PUBLICATIO 20841 3190 732 16919 BANK AND OTHER FEES 19918 13611 3500 2807 POSTAGE AND SHIPPING 9964 4823 1228 3913 7684053 7229179 231359 223515 446529 100637 11403447 9296461 305000 305000 9436 6362 4480 0 45137 54716 312888 251455 1387734 61433 54300539 68849158 48060553 46011351 2152 5150 115965007 124690268 74095 78154 695250 169900 12476336 13852681 13245681 14100735 X -1226492 393515 23827785 28332785 80118033 81863233 102719326 110589533 115965007 124690268 X 2402505 6738318 -1270616 X X 0 1 X 1 0 X 3342010 1909128 3478256 3411012 3507930 15648336 3342010 1909128 3478256 3411012 3507930 15648336 1273677 14374659 2965267 2702553 2598172 3003571 3380040 14649603 30297939 0.47440 0.51740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92 1128374 1079707 15565535 1 1 88887649 1668460 9792151 3621132 1036576 95690552 95745404 349253 -2180762 3946800 1079446 88887649 87971420 1857053 10379608 2700905 1761772 95745404 73296791 452143 17902485 2134008 1545991 87971420 108710179 1338296 -32249760 3586942 914982 73296791 0.01000 0.79000 0.20000 0 0 54309 46420 7889 220484 193477 27007 38095 11558 26537 61433 EQUITY FUNDS 19762448 F ABSOLUTE RETURN FUNDS 12740426 F REAL ASSET FUNDS 5369950 F SPLIT INTEREST AGREEMENTS 1504260 F COMMODITIES 5577107 F CREDIT HEDGES 1057160 F 46011351 AGENCY ENDOWMENTS 12905677 SPLIT INTEREST AGREEMENT LIABILITY 947004 13852681 X 14244966 6738318 1086 -946312 5793092 8451874 1634684 1634684 10086558 6374759 0 6374759 1069990 239304 1309294 7684053 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE FOUNDATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31, 2012, THE FOUNDATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE FOUNDATION FILES INFORMATION RETURNS IN THE UNITED STATES FEDERAL AND MASSACHUSETTS STATE JURISDICTIONS. RETURNS FILED FOR YEARS ENDING BEFORE DECEMBER 31, 2009, ARE NO LONGER SUBJECT TO EXAMINATION BY THESE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHG IN VALUE OF SPLIT INTEREST AGREEMENT 123,678. INVESTMENT EXPENSES -1,069,990. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY INCOME 1,634,684. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY EXPENSE 239,304. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 18003437 0 0 0 0 0 0 18003437 0 18003437 0 0 1 1 0 0 SCHEDULE F, PART IV, LINE 3 THE FOUNDATION IS NOT REQUIRED TO FILL OUT FORM 5471 AS GREATER WORCESTER COMMUNITY FOUNDATION DID NOT MEET THE 10% OWNERSHIP THRESHOLD. SCHEDULE F, PART IV, LINE 4 THE FOUNDATION IS ALSO NOT REQUIRED TO FILL OUT FORM 8621 AS THE PRIVATE FOREIGN INVESTMENT COMPANY (PFIC) RULES DO NOT APPLY TO TAX EXEMPT ORGANIZATIONS AS THE PFIC DOES NOT GENERATE ANY INCOME UNDER INTERNAL REVENUE CODE 952 SUBPART F. LYONS ROAD RACE 28663 1583 27080 1051 1093 11001 28663 1583 27080 1051 1093 11001 13145 13935 1 15-40 CONNECTION PO BOX 1153 WESTBOROUGH MA 01581 262873903 501(C)(3) 12500 OPERATING SUPPORT ABBY'S HOUSE 52 HIGH STREET WORCESTER MA 016092195 042648411 501(C)(3) 40322 PROGRAM SUPPORT AFRICAN COMMUNITY EDUCATION PROGRAM 24 CHATHAM ST WORCESTER MA 016092195 141970474 501(C)(3) 35246 PROGRAM SUPPORT AIDS PROJECT WORCESTER 85 GREEN STREET WORCESTER MA 01604 042970467 501(C)(3) 10325 PROGRAM SUPPORT ALTERNATIVES UNLIMITED 50 DOUGLAS RD WHITINSVILLE MA 01588 042587863 501(C)(3) 5000 VALLEYCAST AMERICAN ANTIQUARIAN SOCIETY 185 SALISBURY STREET WORCESTER MA 016092195 042103652 501(C)(3) 18100 OPERATING SUPPORT AMERICAN RED CROSS OF CENTRAL MASSACHUSETTS 2000 CENTURY DRIVE WORCESTER MA 01606 530196605 501(C)(3) 22750 UNRESTRICTED ANNA MARIA COLLEGE 50 SUNSET LANE PAXTON MA 016121198 042002060 501(C)(3) 23500 NURSING SCHOLARSHIP APPLE TREE ARTS 1 GRAFTON COMMON STE 23 GRAFTON MA 01519 043267088 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SHREWSBURY MA 015457807 043108190 501(C)(3) 46755 HEALTH PROGRAMS UMASS MEMORIAL HEALTH CARE ONE BIOTECH WORCESTER MA 016052192 043358564 501(C)(3) 10000 PROGRAM SUPPORT UNITED NEIGHBORS OF FITCHBURG INC DBA CLEGHORN NEIGHBORHOOD CENTER FITCHBURG MA 01420 042706755 501(C)(3) 11500 PROGRAM SUPPORT UNITED WAY LEE HENDRY & GLADES 7273 CONCOURSE DRIVE FORT MYERS FL 33908 591005169 501(C)(3) 10000 COMMUNITY CAMPAIGN UNITED WAY OF CENTRAL MASSACHUSETTS 484 MAIN STREET STE 300 WORCESTER MA 016081880 042104017 501(C)(3) 165001 UNRESTRICTED UNIVERSITY OF MASSACHUSETTS GRADUATE SCHOOL OF NURSING GRADUATE SCHOOL OF NURSING WORCESTER MA 01655 043167352 501(C)(3) 20950 NURSING SCHOLARSHIP VALLEY RESIDENTS FOR IMPROVEMENT INC 107 TACOMA STREET WORCESTER MA 01605 042702167 501(C)(3) 18000 SUMMER PROGRAM VETERANS INC 69 GROVE STREET WORCESTER MA 01605 043098024 501(C)(3) 20640 PROGRAM SUPPORT VNA CARE NETWORK AND HOSPICE 120 THOMAS STREET WORCESTER MA 01608 042103825 501(C)(3) 7500 HEALTH PROGRAMS VSA ARTS OF MASSACHUSETTS 89 SOUTH STREET SUITE 101 BOSTON MA 02111 042699540 501(C)(3) 5000 WORCESTER PROGRAMS WCUW INC 910 MAIN STREET WORCESTER MA 01610 237247980 501(C)(3) 10000 OPERATING SUPPORT WEBSTER EDUCATION FOUNDATION 41 EAST MAIN STREET WEBSTER MA 01570 412277668 501(C)(3) 7000 PROGRAM SUPPORT WHITIN MEMORIAL COMMUNITY CENTER 60 MAIN STREET WHITINSVILLE MA 01588 046087769 501(C)(3) 10929 YOUTH OUTREACH PROGRAMS WILDLIFE REHABILITATORS ASSOCIATION OF MASSACHUSETTS 62 COMMON STREET GROTON MA 01450 043174534 501(C)(3) 6000 PROGRAM SUPPORT WINDHAM COUNTY 4-H FOUNDATION 326 TAFT POND ROAD POMFRET CENTER CT 06259 066044157 501(C)(3) 6000 UNRESTRICTED WING MEMORIAL HOSPITAL 40 WRIGHT STREET PALMER MA 01069 042105839 501(C)(3) 100000 EMERGENCY CARE CENTER WORCESTER ACADEMY 81 PROVIDENCE STREET WORCESTER MA 01604 042105855 501(C)(3) 36214 OPERATING SUPPORT WORCESTER AREA MISSION SOCIETY 6 INSTITUTE ROAD WORCESTER MA 01609 131957221 501(C)(3) 6000 UNRESTRICTED WORCESTER ART MUSEUM 55 SALISBURY STREET WORCESTER MA 01609 041988530 501(C)(3) 204377 UNRESTRICTED WORCESTER CHAMBER MUSIC SOCIETY PO BOX 21001 WORCESTER MA 01602 208538873 501(C)(3) 7000 EDUCATION AND OUTREACH WORCESTER COMMUNITY ACTION COUNCIL 484 MAIN STREET SUITE 200 WORCESTER MA 016081810 042382160 501(C)(3) 21500 PROGRAM SUPPORT WORCESTER COMMUNITY HOUSING RESOURCES 11 PLEASANT STREET SUITE 300 WORCESTER MA 01609 222719744 501(C)(3) 21000 UNRESTRICTED WORCESTER COUNTY FOOD BANK INC 474 BOSTON TURNPIKE SHREWSBURY MA 01545 043071457 501(C)(3) 5835 OPERATING SUPPORT WORCESTER COUNTY HORTICULTURAL SOCIETYTOWER HILL BOTANIC GARDEN 11 FRENCH DRIVE BOYLSTON MA 01505 041988945 501(C)(3) 158124 WORCESTER TREE INITIATIVE WORCESTER COUNTY MECHANICS ASSOCIATIONMECHANICS HALL 321 MAIN STREET WORCESTER MA 01608 041988955 501(C)(3) 23550 UNRESTRICTED WORCESTER COUNTY POETRY ASSOCIATION 1 EKMAN STREET WORCESTER MA 01607 237157372 501(C)(3) 5292 OPERATING SUPPORT WORCESTER EDUCATION COLLABORATIVE 484 MAIN STREET WORCESTER MA 01608 042104017 501(C)(3) 12000 OPERATING SUPPORT WORCESTER HISTORICAL MUSEUM 30 ELM STREET WORCESTER MA 01609 042105858 501(C)(3) 117557 OPERATING SUPPORT WORCESTER JEWISH COMMUNITY CENTER 633 SALISBURY STREET WORCESTER MA 01609 042104353 501(C)(3) 18981 GENERAL WORCESTER POLYTECHNIC INSTITUTE 100 INSTITUTE ROAD WORCESTER MA 01609 042121659 501(C)(3) 2500 SUPPORT FOR SCHOLARSHIP FUND WORCESTER PUBLIC SCHOOLS 20 IRVING STREET WORCESTER MA 01609 048001418 GOVT ENTITY 30854 PROGRAM SUPPORT WORCESTER ROOTS PROJECT 5 PLEASANT STREET 3RD FLOOR WORCESTER MA 01609 050566468 501(C)(3) 10000 STAFFING WORCESTER STATE FOUNDATION 486 CHANDLER STREET WORCESTER MA 016022597 223248067 501(C)(3) 21926 NURSING SCHOLARSHIP WORCESTER STATE UNIVERSITY 486 CHANDLER STREET WORCESTER MA 016022597 223248067 501(C)(3) 60000 THE FUTURE OF NURSING WORCESTER YOUTH CENTER INC 326 CHANDLER STREET WORCESTER MA 01602 043245867 501(C)(3) 22250 OPERATING SUPPORT YOU INC 81 PLANTATION STREET WORCESTER MA 01604 237112665 501(C)(3) 57285 PROGRAM SUPPORT YMCA OF CENTRAL MASSACHUSETTS 766 MAIN STREET WORCESTER MA 01610 042105885 501(C)(3) 34079 PROGRAM SUPPORT YMCA OF GREATER HARTFORD 241 TRUMBULL STREET HARTFORD CT 06103 060881325 501(C)(3) 24500 FOR THE PUTNAM PROJECT YOUTHNET 484 MAIN STREET SUITE 560 WORCESTER MA 01608 237112665 501(C)(3) 17500 YOUTHNET SUMMER 2012 YWCA OF CENTRAL MASSACHUSETTS ONE SALEM SQUARE WORCESTER MA 01608 042105873 501(C)(3) 61850 PROGRAM SUPPORT 167 7 COLLEGE SCHOLARSHIPS AND MERIT AWARDS 387 585565 SCHEDULE I, PART I, LINE 2: THE FOUNDATION REQUIRES AND RECEIVES WRITTEN PROGRESS EVALUATION REPORTS AND FINANCIAL AUDITS FROM GRANT RECIPIENTS AND CONDUCTS SITE VISITS WITH FUNDED AGENCIES. THE FOUNDATION ALSO CONVENES NONPROFIT GRANT RECIPIENTS FOR PEER LEARNING AND INFORMATION EXCHANGE RESULTING IN EXPANDED AWARENESS OF COMMUNITY IMPACTS AND INCREASED COLLABORATION FOR PUBLIC BENEFIT. X 10 414645 FAIR VALUE ON GIFT DATE 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): GREATER WORCESTER COMMUNITY FOUNDATIONS REPORTS TOTAL NUMBER OF CONTRIBUTORS IN COLUMN B. THIRD PARTY USE: PART I, LINE 32B: THE FOUNDATION TYPICALLY USES ONE BROKERAGE FIRM FOR PUBLICLY TRADED SECURITY TRANSACTIONS AND ALSO HOLDS ACCOUNTS AT A SMALL NUMBER OF OTHER FIRMS TO FACILITATE EFFICIENT TRANSFERS FOR DONORS. WHEN SECURITIES ARE RECEIVED, THE SHARES ARE SOLD AS SOON AS POSSIBLE. WHEN THE FOUNDATION ACCEPTS GIFTS OF REAL ESTATE, AN INDEPENDENT THIRD PARTY IS ENGAGED TO HANDLE THE SALE. THE FOUNDATION IS NOT INVOLVED IN THE VALUATION OF NON-CASH CONTRIBUTIONS. DONOR ARE RESPONSIBLE FOR OBTAINING INDEPENDENT THIRD PARTY VALUATION FORM 990, PART VI, SECTION A, LINE 2 GOVERNING BODY/BUSINESS RELATIONSHIPS: TWO DIRECTORS HAVE A BUSINESS RELATIONSHIP AS SHAREHOLDERS IN THE SAME LAW FIRMS FORM 990, PART VI, SECTION A, LINE 6 GOVERNING BODY/MEMBERS: THE FOUNDATION HAS 300 CORPORATORS, WHOSE RIGHTS AND RESPONSIBILITIES ARE LIMITED TO ELECTING NEW CORPORATORS AND THE BOARD OF DIRECTORS, APPROVING AMENDMENTS TO THE BY-LAWS AND THE CHARTER, AND APPROVING MAJOR CORPORATE ACTIONS SUCH AS MERGER OR DISSOLUTION. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR GOVERNANCE AND OVERSIGHT OF ALL OTHER BUSINESS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR PART VI, LINE 6 FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR PART VI, LINE 6 FORM 990, PART VI, SECTION B, LINE 11 POLICIES/GOVERNANCE REVIEW OF 990: A DRAFT OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C POLICIES/CONFLICT OF INTEREST: THE FOUNDATION ANNUALLY REVIEWS INFORMATION FROM KEY EMPLOYEES, BOARD MEMBERS, AND MEMBERS OF KEY COMMITTEES. EACH INDIVIDUAL ANNUALLY COMPLETES A DECLARATION OF AFFILIATIONS TO ENSURE THAT THE INFORMATION IS CURRENT. THIS IS DONE TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW FOR THE PRESIDENT/CEO AND OTHER KEY EMPLOYEES: ON AN ANNUAL BASIS AND IN 2012, THE BOARD CONDUCTS AN APPRAISAL OF THE PRESIDENT AND CEO AND ESTABLISHES COMPENSATION FOR THE PRESIDENT AND ALL KEY EMPLOYEES USING INDEPENDENT REVIEW OF COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE: GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND INFORMATIONAL RETURNS ARE DISTRIBUTED UPON REQUEST. FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S TAX RETURNS ARE ALSO POSTED ON OTHERS' WEBSITES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: RECOVERY OF PRIOR YEAR GRANTS 1,086. CHG IN VALUE OF SPLIT INT. AGREEMENT & REMAINDER INT. IN REAL ESTATE 123,678. AGENCY ACTIVITY: GIFTS -447,353. AGENCY ACTIVITY: GRANTS 239,304. AGENCY ACTIVITY: INVESTMENTS -1,241,850. AGENCY ACTIVITY: FEES 54,519. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FAIRLAWN FOUNDATION 370 MAIN STREET WORCESTER MA 01608 042983690 HEALTH GRANTMAKING MA 501(C)(3) LINE 11D, III-O N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FAIRLAWN FOUNDATION C 104068 FAIR MARKET VALUE