COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC (EIN 04-3537449)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-26
IRS object ID
201223319349300207
Schema version
2011v1.2
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)
Timestamp2012-11-26T08:30:16-08:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Marina Raher CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line150 Leominster Rd Suite 15AddressLine1
CitySterlingCity
StateMAState
ZIP Code01564ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043537449EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF NORTH CENTRALBusinessNameLine1
Business Name Line2MASSACHUSETTS INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlCOMMNameControl
Phone9783458383Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1285 JOHN FITCH HIGHWAYAddressLine1
CityFITCHBURGCity
StateMAState
ZIP Code01420ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePHILIP GRZEWINSKIName
TitlePresidentTitle
Date Signed2012-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMarina Raher CPAName
Phone9784228180Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPHILIP GRZEWINSKINameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1285 JOHN FITCH HIGHWAYAddressLine1
CityFITCHBURGCity
StateMAState
ZIP Code01420ZIPCode
FieldValueIRS element (for citing)
Gross Receipts23328764GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Activity Or Mission DescriptionThe Community Foundation raises funds through public support. The Foundation's guiding principle is to carefully grow charitable investments and to distribute the proceeds in ways that help organizations develop their capacity to serve their communities most effectively.ActivityOrMissionDescription
Nbr Voting Members Governing Body20NbrVotingMembersGoverningBody
Nbr Independent Voting Members19NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers19TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year2211167ContributionsGrantsPriorYear
Contributions Grants Current Year15440986ContributionsGrantsCurrentYear
Program Service Revenue Prior Year4333ProgramServiceRevenuePriorYear
Program Service Revenue CY4686ProgramServiceRevenueCY
Investment Income Prior Year1330745InvestmentIncomePriorYear
Investment Income Current Year744373InvestmentIncomeCurrentYear
Other Revenue Current Year35777OtherRevenueCurrentYear
Total Revenue Prior Year3546245TotalRevenuePriorYear
Total Revenue Current Year16225822TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year6288016GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY9054180GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year156973TotalFundrsngExpCurrentYear
Other Expense Prior Year312155OtherExpensePriorYear
Other Expenses Current Year306295OtherExpensesCurrentYear
Total Expenses Prior Year6600171TotalExpensesPriorYear
Total Expenses Current Year9360475TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-3053926RevenuesLessExpensesPriorYear
Revenues Less Expenses CY6865347RevenuesLessExpensesCY
Total Assets BOY25288638TotalAssetsBOY
Total Assets EOY30851083TotalAssetsEOY
Total Liabilities BOY215256TotalLiabilitiesBOY
Total Liabilities EOY59585TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY25073382NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY30791498NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionThe Community Foundation raises funds through public support. The Foundation's guiding principle is to carefully grow charitable investments and to distribute the proceeds in ways that help organizations develop their capacity to serve their communities most effectively.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense9094124Expense
Grants8852129Grants
Revenue15179054Revenue
DescriptionThe Community Foundations raises funds through public support. The Foundation's guiding principle is to carefully grow charitable investments and to distribute the proceeds in ways that help organizations develop their capacity to serve their communities most effectively.The long-term mission of the Foundation is to work closely with our donors, nonprofit organizations and the community to make a difference by funding and nurturing ideas and programs that are sustainable and committed to systemic change.In addition, to keep our administrative expenses as low as possible, we partnered with the United Way of North Central Massachusetts, sharing office space and key personnel. This arrangement, the only one in the United States, helps us put more money into important programs. In addition, it offers a unique opportunity to meet a variety of donor giving needs.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Grants10325Grants
Revenue10325Revenue
DescriptionThe Foundation's guiding principle is to carefully grow charitable investments and to distribute the proceeds in ways that help organizations develop their capacity to serve their communities most effectively. The Community Foundation has over 130 permanently endowed funds that benefit many causes, which includes the arts, scholarships, environment and health and human services. With its latest round of grants focused on various recreational, academic , environmental opportunities, The Community Foundation of North Central Massachusetts awarded nine grants.The Historical Piano Concerts, Inc. received a grant of $10,325 in order to support the growth of the organization.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Grants6000Grants
Revenue6000Revenue
DescriptionIn addition, Literacy Volunteers received $6,000 to hire literacy tutors in the Montachusett Area.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Grnt180750TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev180750TotalOfOtherProgramServiceRev
Total Program Service Expense9094124TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed1NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members20NbrVotingGoverningBodyMembers
Number Independent Voting Members19NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonPHIL GRZEWSINSKINamePerson
Telephone Number9783458383TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1285 JOHN FITCH HIGHWAYAddressLine1
CityFITCHBURGCity
StateMAState
ZIP Code01420ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficer
Gary Shepherd
Trustee1.00000
PETER HAZEL
Trustee1.00000
ATTORNEY RICHARD CELLA
Trustee1.00000
GEORGANA COCHRAN
Trustee1.00000
TED LAPRES
Trustee1.00000
THOMAS BAGLEY III
Clerk1.00000
RICHARD NOBILE
Trustee1.00000
Allen I Rome
Trustee1.00000
DAVID MCKEEHAN
Trustee1.00000
ATTORNEY HENRI SANS
Trustee1.00000
ATTORNEY CHARLES GELINAS
Chairman1.00000
DAVID HUHTALA
Trustee1.00000
PAUL BROWN
Trustee1.00000
ATTORNEY JOHN BARRETT
Trustee1.00000
RONALD ANSIN
Trustee1.00000
ALBERT STONE
Trustee1.00000
JAMES GARRISON
Trustee1.00000
ATTORNEY C DEBORAH PHILLIPS
Trustee2.00000
STEVEN STONE
Treasurer2.00000
PHILIP GRZEWINSKI
President12.00000XX
FieldValueIRS element (for citing)
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1United Way of North Central MaBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1285 John Fitch HighwayAddressLine1
CityFitchburgCity
StateMAState
ZIP Code01420ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesManagement FeesDescriptionOfServices
FieldValueIRS element (for citing)
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions15440986AllOtherContributions
Total Contributions15440986TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMembership Dues & AssessmentsDescription
Total Revenue Column4686TotalRevenueColumn
Exclusion$4,686ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue4686TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column639233TotalRevenueColumn
Exclusion$639,233ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

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Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

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Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities7174745Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities7069605Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities105140Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column105140TotalRevenueColumn
Exclusion$105,140ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events69114GrossIncomeFundraisingEvents
Fundraising Direct Expenses33337FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column35777TotalRevenueColumn
Exclusion$35,777ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

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Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

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Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column16225822TotalRevenueColumn
Exclusion$784,836ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total8982142Total
Program Services8982142ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total72038Total
Program Services72038ProgramServices

Foreign Grants ForeignGrants

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Total0Total

Benefits To Members BenefitsToMembers

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Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total193674Total
Program Services31186ProgramServices
Management And General53163ManagementAndGeneral
Fundraising109325Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total31700Total
Management And General31700ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total20530Total
Fundraising20530Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total8232Total
Program Services3139ProgramServices
Management And General4005ManagementAndGeneral
Fundraising1088Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total8789Total
Program Services791ProgramServices
Management And General4482ManagementAndGeneral
Fundraising3516Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total3532Total
Program Services672ProgramServices
Management And General1405ManagementAndGeneral
Fundraising1455Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total10618Total
Management And General515ManagementAndGeneral
Fundraising10103Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2809Total
Management And General2809ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total3663Total
Management And General3663ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalFundraisingFundraisingProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Website19101910
Telephone289811592611478
Printing and Publications823839767803482
Postage and Shipping35333301232
Dues & Subscriptions511231151997

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1057Total
Management And General447ManagementAndGeneral
Fundraising610Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total9360475Total
Program Services9094124ProgramServices
Management And General109378ManagementAndGeneral
Fundraising156973Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY140483BOY
EOY227969EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2227482BOY
EOY2230548EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY105709BOY
EOY36383EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY25087BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7014BOY
EOY8782EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis54443LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec52050LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY4276BOY
EOY2393EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY22778587BOY
EOY28318068EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY26940EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY25288638BOY
EOY30851083EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY25856BOY
EOY29585EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY189400BOY
EOY30000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY215256BOY
EOY59585EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7483703BOY
EOY6950841EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY10394859BOY
EOY9081529EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY7194820BOY
EOY14759128EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY25073382BOY
EOY30791498EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY25288638BOY
EOY30851083EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses6865347ReconcilationRevenueExpenses
Reconcilation Other Changes-1147231ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7653920CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6880163CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6314709CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2226110CurrentTaxYearMinus1Year
Current Tax Year15445682CurrentTaxYear
Total38520584Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7653920CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6880163CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6314709CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2226110CurrentTaxYearMinus1Year
Current Tax Year15445682CurrentTaxYear
Total38520584Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total20784174AmountsSubstContributorsTotal
Public Support Total17017736410PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years918166CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years-260797CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years-332955CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1330745CurrentTaxYearMinus1Year
Current Tax Year680232CurrentTaxYear
Total2335391Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support40855975TotalSupport
Public Support Pertcentage1700.43410PublicSupportPertcentage170
Public Support Pertcent Prior Year0.64170PublicSupportPertcentPriorYear
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 Held46NumberDAFsHeld
Donor Advised Contributions8296045DonorAdvisedContributions
Grants Paid From Donor Funds7696907GrantsPaidFromDonorFunds
Aggregate DAF Value4839023AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis415OtherCostOrOtherBasis
Depreciation415Depreciation

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis50228OtherCostOrOtherBasis
Depreciation47835Depreciation
Book Value2393BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3800OtherCostOrOtherBasis
Depreciation3800Depreciation
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2393TotalOfBookValueLandBuildings
Total Revenue16225822TotalRevenue
Total Expenses9360475TotalExpenses
Excess Or Deficit For Year6865347ExcessOrDeficitForYear
Net Unrealized GL On Investments-902639NetUnrealizedGLOnInvestments
Other$236,757OtherAmount
Total Adjustments-665882TotalAdjustments
Excess Or Deficit Per FS6199465ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt15911350TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities3600DonatedSrvcAndUseOfFacilities
Other Revenues88378OtherRevenues
Revenue Not Rptd F99091978RevenueNotRptdF990
Revenue Subtotal15819372RevenueSubtotal
Other Revenues Not Included406450OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt406450RevenueNotRptdOnFinStmt
Total Revenue Per Form99016225822TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt8853945TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities3600DonatedServicesUseOfFacilities
Other Expenses Included33337OtherExpensesIncluded
Expenses Not Rptd F99036937ExpensesNotRptdF990
Expenses Subtotal8817008ExpensesSubtotal
Other Expenses Not Included543467OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt543467ExpensesNotRptdOnFinStmt
Total Expenses Per Form9909360475TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XIII, Line 4bPart XIII, Line 4b: Other revenue amounts included on 990 but not included in F/SGrants to agencies $543467
Part XIII, Line 2dPart XIII, Line 2d: Other expenses and losses per audited F/SFundraising Expenses $33337
Part XII, Line 4bPart XII, Line 4b: Other revenue amounts included on 990 but not included in F/SInvestment revenue related to agency org $140490 Contributions related to agency organiza $265960
Part XII, Line 2dPart XII, Line 2d: Other revenue amounts included in F/S but not included on form 990Administrative Fee Revenue $54740 Fundraising Expenses $33337 Prior period adjustment $301

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agreement Ref FundraisingfalseAgreementRefFundraising

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Golf TournamentNameOfEvent1
Gross Receipts Event134655GrossReceiptsEvent1
Gross Revenue Event134655GrossRevenueEvent1
Non Cash Prizes Event12380NonCashPrizesEvent1
Food And Beverage Event14906FoodAndBeverageEvent1
Other Direct Expenses Event18135OtherDirectExpensesEvent1
Name Of Event2Candle SalesNameOfEvent2
Gross Receipts Event219510GrossReceiptsEvent2
Gross Revenue Event219510GrossRevenueEvent2
Other Direct Expenses Event211372OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events14949GrossReceiptsOtherEvents
Gross Revenue Other Events14949GrossRevenueOtherEvents
Rent Facility Costs Other Events2711RentFacilityCostsOtherEvents
Food And Beverage Other Events398FoodAndBeverageOtherEvents
Other Direct Expenses Other Events3435OtherDirectExpensesOtherEvents
Gross Receipts Total69114GrossReceiptsTotal
Gross Revenue Total Events69114GrossRevenueTotalEvents
Non Cash Prizes Total Events2380NonCashPrizesTotalEvents
Rent Facility Costs Total Events2711RentFacilityCostsTotalEvents
Food And Beverage Total Events5304FoodAndBeverageTotalEvents
Other Direct Expenses Total Events22942OtherDirectExpensesTotalEvents
Direct Expense Summary Events33337DirectExpenseSummaryEvents
Net Income Summary35777NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (49 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrantDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Youth Opportunites Unpheld
18 Plantation StWorcesterMA01604237112665100000Substance Abuse
Veteran Homestead Inc
69 High StFitchburgMA01420043199887200000Therapy dog training for vets
United Way of Tri County
46 Park StFraminghamMA0170204210423185000Supt for children and needy
United Way of NCM
285 John Fitch HighwayFitchburgMA014200422330215206080Support of programs
United Way of Laurens County
16 Peachtree StClintonSC29325237011064503610Support of the United Way
United Way of Greater Stark County
4825 Highbee Ave NWCantonOH44718134254191333570Support of the United Way
United Way of Greater Ennis
PO Box 639EnnisTX75120237087962377310Support of United Way
United Way of Central Alabama
PO Box 320189BirminghamAL35232630288846470110Support of united way
United Neighbors of Cleghorn
18 Farimont StFitchburgMA01420042706755150000Teen Center
United Arc of Franklin
111 Summer StGreenfieldMA01301042267562200000Positive Parenting Program
Townsend Fire EMS
13 Elm StTownsendMA0146904600132687170Off-road rescue operations
The Miracle League
PO Box 524ActonMA01720264315378500000
Spanish American Center
122 Spruce StLeominsterMA01453042761759100000Annual operating Fund
Shine Initiative CFNCM
285 John Fitch Hwy Suite 15FitchburgMA0142004353744972650Mental Hlth First Aid Kits
Seven Hills
81 Hope StWorcesterMA01603043293659106860Respite project
River Cities United Way
PO Box 966Lake HavasuAZ86405237373816311620Support of the United Way
Pathways for Change
588 Main StWorcesterMA0160804273458458120Youth education
Northboro Recreation
62 Main StNorthboroMA0153204600124975600Scholarships
NoQuabbin Citizen Advocacy
PO Box 362OrangeMA01364043218759100000Capacity Building
No County Land Trust Inc
325 Lindell AveLeominsterMA01453223193109180000Capacity Building
NMRS Scholarship Foundation
Main StTownsendMA0146904258670680000Scholarships for students
NCCES
Oak Hill RdFitchburgMA01453043555513221970Building Fund
Nashua Valley Boy Scouts
1980 Lunenburg RdLancasterMA01523042349692551600Support for scouts of NCM
Nashua River Watershed
592 Main StGrotonMA01450237055674335130Support conservation
NARSAD
60 Cutter Mill RdGreat NeckNY11021042586706150000Annual
MWCC
444 Green StGarnderMA014402371360831033500Scholarships
Monty Tech
1050 Westminster StreetFitchburgMA01453042393534132520Monty Tech SSEP Program
Montachusett Opportunity Coun
133 Prichard StFitchburgMA01420042401111200000Homework Assistance
Montachuesett Interfaith Hosp
196 Mechanic StLeominsterMA01453030387748170000Comm Outreach Coodinator
Merrimack River Feline Rescue
63 Elm StSalisburyMA0195204317232260000
LUK Crisis Center
545 Westminster StFitchburgMA0142022259280987170Trauma Preparedness
Longsjo Legacy
PO Box 923FitchburgMA01420510187494100000Support the annual race
Loaves and Fishes
PO Box 1AyerMA01453010726924136860Support children needs
Literacy Volunteers
610 Main StFitchburgMA0142023732911562930Literacy Tutors
Indian Hill Music School
36 King StLittletonMA01460042867945395000Suppor for music school
Historical Piano Concerts In
11 Water StAshburhamMA01430042932853103250
Habitat for Humanity
1 Oak Hill RdFitchburgMA0142004299985455760Land purchase
Genesis Club Inc
274 Lincoln StWorcesterMA0160504298323475000Training & Education
GAAFSN
14 Neilson RdNew SalemMA0135504353744950450
Friends of Sholan Farms
PO Box 632LeominsterMA01453043584313100000Construct Farm Areas
Fitchburg State College
160 Pearl StFitchburgMA014200426610485433130Scholarships
Fitchburg Historical Society
50 Grove StFitchburgMA014200460601182035610Grant for building fund
Fitchburg Art Museum
185 Elm StFitchburgMA01420046111758110000Grant for operations/programs
Doyle Field Commission
40 Albert DriveLeominsterMA014535421064111169650Field restoration
Community Foundation of NCM
285 John Fitch HwyFitchburgMA01420043537449450000Operations
Boys & Girls Club of NCM
365 Lindell AveLeominsterMA014530435767001180186675792OperationsBuilding Construction
Applewild School
120 Prospect StFitchburgMA014200422256431230000Capital Campaign
Animal Shelter Inc
285 John Fitch HighwaFitchburgMA01420043236868200000Expand facilities
21st Century Revolving
718 Main StFitchburgMA01420046001388262150Tuturing for Students
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants45TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations4TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Utility Assistance5236029
College Scholarships1035889
Afterschool Program Stipends1120

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGrantmaker's Description of How Grants are UsedIdentifier
ExplanationThe Community Foundation monitors the grants from its general endowment by working closely with the funded agencies. In addition, semiannual reports are submitted detailing expenditures and program measurements and outcomes.This thorough review by Foundation staff and community volunteers helps ensure that donors' contributions are effective and making a difference in the community.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Anderson Bagley & MayoBusinessNameLine1
FieldValueIRS element (for citing)
RelationshipBoard MemberRelationship
Description Of TransactionD&O Insurance PolicyDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990127075NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAudited financial statements are available on the organization's website. In addition, a summary of the financial results are provided in an annual report, which is posted on the website in addition to being made available upon request.
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe executive committee reivews the president's performance annually.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTHE TRUSTEES ARE GIVEN A COPY OF A CODE OF ETHICS AND A CONFLICT OF INTEREST POLICY THAT THEY SIGN OFF ON THAT THEY RECEIVED. ANY CONFLICTS ARE PUT IN WRITING AND SIGNED BY THE TRUSTEE AND DATED ON A YEARLY BASIS.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessThe finance committee is given a copy of the 990 to review and approve prior to filing it.
Form 990, Part VI, Line 2Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtTwo Board Members are father and son.
Form 990, Part III, Line 4dForm 990, Part III, Line 4d : Other Program Services DescriptionOTHER PROGRAM SERVICES 4: Montachusett Interfaith Hospitality Network was provdided $17,000 in funding needed to add staff for Community Outreach. OTHER PROGRAM SERVICES 5: Montachusett Opportuniity Council was provided funding for their Green Acres Village Homework Help Center that assists at-risk youth with homework. OTHER PROGRAM SERVICES 6: North Quabbin Citizen Advocacy used their grant funds for a capacity building. The funds will provide current level support through the transition of the retirement of their executive director, OTHER PROGRAM SERVICES 7: United ARC of Frankling and Hampshire Counties, Inc. received funding for its education and support services for parents with intellectual or functional disabilities. OTHER PROGRAM SERVICES 8: Veteran Homestead, Inc. received $20,000 for the training of therapy dogs for veterans. OTHER PROGRAM SERVICES 9: Youth Opportunities Upheld, Inc. received $10,000 to assist with opening a pilot program in the Gardner Middle School for substance abuse prevention and self-advocacy groups. OTHER PROGRAM SERVICES 10: Shirley Arts, Inc. received $750 to purchase ukuleles for kids. OTHER PROGRAM SERVICES 11: North County Land Trust received an $18,000 capacity building grant that will be used to create and implement a 3-year strategic plan. OTHER PROGRAM SERVICES 12: Pat Brody Shelter received $5,000 to assist in the cost of repairing the floor of the main building. OTHER PROGRAM SERVICES 13: United Neighbors of Cleghorn received $15,000 to expand services evenings and weekends in their Teen Center. OTHER PROGRAM SERVICES 14: Animal Shelter, Inc. was awarded $20,000 for capacity building. The organization is planning to expand and redesign the facilities and their programming. OTHER PROGRAM SERVICES 15: The Friends of Sholan Farms are developing a plan to construct farm areas in manageable & logical phases. The CFNCM awarded $10,000 to assist with their master plan. OTHER PROGRAM SERVICES 16: Merrimack River Feline Rescue Society receied a $6,000 grant for their Catmobile 2 Spay/Neuter subsidies. OTHER PROGRAM SERVICES 17: SisuCare will use their $5,000 grant to ensure pet aid to 20-30 animals. OTHER PROGRAM SERVICES 18: Windows on Wildlife, Inc. will use their $4,000 to educate elementary school children about wildlife.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINLegal Domicile StateLegalDomicileStatePublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgPrimary ActivitiesPrimaryActivities
CFNCM Supporting Organization
285 John Fitch HighwayFitchburgMA01420261302246MA501 (c) (3)N/Afalse
UNITED WAY OF NORTH CENTRAL MASS
285 JOHN FITCH HIGHWAYFITCHBURGMA01420042233021MA501 (C)(3)N/AfalseFEDERATED FUNDRAISING ORGANIZATION
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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