FOUNDATION FOR METROWEST INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR METROWEST INC (EIN 04-3266789)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-14
IRS object ID
201241359349300714
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)
Timestamp2012-05-14T07:31:12-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Line121 ELIOT STREETAddressLine1
CityNATICKCity
StateMAState
ZIP Code01760ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJUDY SALERNOName
TitleEXECUTIVE DIRECTORTitle
Phone5086472260Phone
Date Signed2012-04-25DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD B DIONNEName
PTINP00142882PTIN
Phone9784522500Phone
Date Prepared2012-04-25DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
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 Line121 ELIOT STREETAddressLine1
CityNATICKCity
StateMAState
ZIP Code01760ZIPCode
FieldValueIRS element (for citing)
Gross Receipts9714109GrossReceipts
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 Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees8TotalNbrEmployees
Total Nbr Volunteers48TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year759235ContributionsGrantsPriorYear
Contributions Grants Current Year2475725ContributionsGrantsCurrentYear
Program Service Revenue Prior Year6982ProgramServiceRevenuePriorYear
Program Service Revenue CY6421ProgramServiceRevenueCY
Investment Income Prior Year222179InvestmentIncomePriorYear
Investment Income Current Year724357InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year988396TotalRevenuePriorYear
Total Revenue Current Year3206503TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year544463GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY588653GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year390935SalariesEtcPriorYear
Salaries Etc Current Year442159SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year117239TotalFundrsngExpCurrentYear
Other Expense Prior Year285274OtherExpensePriorYear
Other Expenses Current Year278208OtherExpensesCurrentYear
Total Expenses Prior Year1220672TotalExpensesPriorYear
Total Expenses Current Year1309020TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-232276RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1897483RevenuesLessExpensesCY
Total Assets BOY9262674TotalAssetsBOY
Total Assets EOY10506761TotalAssetsEOY
Total Liabilities BOY637606TotalLiabilitiesBOY
Total Liabilities EOY578335TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8625068NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY9928426NetAssetsOrFundBalancesEOY
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
Expense996824Expense
Grants588653Grants
Revenue6421Revenue
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 Expense996824TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
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 Activities0FundraisingActivities
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
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
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 Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
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
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 (17 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
MARGARET 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
LAURIE KRIGMAN
FORMER TRUSTEE5.00X000
KATHANN TRACY
FORMER TRUSTEE5.00X000
JUDITH SALERNO
EXECUTIVE DIRECTOR40.0010000005798X
FieldValueIRS element (for citing)
Total Reportable Comp From Org100000TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation5798TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions2475725AllOtherContributions
Noncash Contributions406940NoncashContributions
Total Contributions2475725TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ADMINISTRATIVE FEE REV52300060816081
WORKSHOPS900099340340
FieldValueIRS element (for citing)
Total Program Service Revenue6421TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column181167TotalRevenueColumn
Exclusion$181,167ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities7050796Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities6507606Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities543190Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column543190TotalRevenueColumn
Exclusion$543,190ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3206503TotalRevenueColumn
Related Or Exempt Function Income6421RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$724,357ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total588653Total
Program Services588653ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total105798Total
Management And General74059ManagementAndGeneral
Fundraising31739Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total289351Total
Program Services242749ProgramServices
Management And General29126ManagementAndGeneral
Fundraising17476Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2261Total
Program Services1202ProgramServices
Management And General662ManagementAndGeneral
Fundraising397Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total12227Total
Program Services8744ProgramServices
Management And General2312ManagementAndGeneral
Fundraising1171Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total32522Total
Program Services20276ProgramServices
Management And General8280ManagementAndGeneral
Fundraising3966Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total29407Total
Management And General29407ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total95667Total
Program Services95667ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total14050Total
Management And General12415ManagementAndGeneral
Fundraising1635Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total15810Total
Program Services7621ProgramServices
Management And General6698ManagementAndGeneral
Fundraising1491Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total812Total
Fundraising812Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total49740Total
Program Services30086ProgramServices
Management And General13770ManagementAndGeneral
Fundraising5884Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1244Total
Program Services776ProgramServices
Management And General317ManagementAndGeneral
Fundraising151Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total3155Total
Program Services1050ProgramServices
Fundraising2105Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total361Total
Management And General361ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total11396Total
Management And General11396ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2944Total
Management And General2944ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalFundraisingFundraisingManagement And GeneralManagementAndGeneral
MARKETING1898018980
DEVELOPMENT EXPENSES1205712057
SPECIAL EVENTS86248624
MISCELLANEOUS78437033810

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total6118Total
Management And General2400ManagementAndGeneral
Fundraising3718Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1309020Total
Program Services996824ProgramServices
Management And General194957ManagementAndGeneral
Fundraising117239Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY124767BOY
EOY478014EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY253288BOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY217505BOY
EOY1265218EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY10128BOY
EOY9487EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis90286LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec63791LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY37891BOY
EOY26495EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY8619095BOY
EOY8727547EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY9262674BOY
EOY10506761EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY18018BOY
EOY13862EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY32430BOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY14680BOY
EOY8021EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY572478BOY
EOY556452EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY637606BOY
EOY578335EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3780633BOY
EOY4483714EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2730727BOY
EOY3357967EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2113708BOY
EOY2086745EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8625068BOY
EOY9928426EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9262674BOY
EOY10506761EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1897483ReconcilationRevenueExpenses
Reconcilation Other Changes-594125ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Years1138709CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years697785CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years690766CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year759235CurrentTaxYearMinus1Year
Current Tax Year1475725CurrentTaxYear
Total4762220Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1138709CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years697785CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years690766CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year759235CurrentTaxYearMinus1Year
Current Tax Year1475725CurrentTaxYear
Total4762220Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total822881AmountsSubstContributorsTotal
Public Support Total1703939339PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years224247CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years256640CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years185383CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year184967CurrentTaxYearMinus1Year
Current Tax Year181167CurrentTaxYear
Total1032404Total
FieldValueIRS element (for citing)
Total Support5794624TotalSupport
Gross Receipts From Admissions Etc120685GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.67980PublicSupportPertcentage170
Public Support Pertcent Prior Year0.80030PublicSupportPertcentPriorYear
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 Held54NumberDAFsHeld
Donor Advised Contributions546108DonorAdvisedContributions
Grants Paid From Donor Funds252416GrantsPaidFromDonorFunds
Aggregate DAF Value4258228AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

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

Current Year Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Minus3 Years CurrentYearMinus3Years

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 Balance0.27810BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.40480PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.31710TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis33104OtherCostOrOtherBasis
Depreciation14621Depreciation
Book Value18483BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis55501OtherCostOrOtherBasis
Depreciation47489Depreciation
Book Value8012BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1681OtherCostOrOtherBasis
Depreciation1681Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings26495TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAGENCY ENDOWMENTSDescription
Amount$556,452Amount
FieldValueIRS element (for citing)
Total Of Amounts556452TotalOfAmounts
Total Revenue3206503TotalRevenue
Total Expenses1309020TotalExpenses
Excess Or Deficit For Year1897483ExcessOrDeficitForYear
Net Unrealized GL On Investments-604601NetUnrealizedGLOnInvestments
Other$10,476OtherAmount
Total Adjustments-594125TotalAdjustments
Excess Or Deficit Per FS1303358ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2687855TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-604601NetUnrealizedGainsInvestments
Other Revenues87553OtherRevenues
Revenue Not Rptd F990-517048RevenueNotRptdF990
Revenue Subtotal3204903RevenueSubtotal
Other Revenues Not Included1600OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt1600RevenueNotRptdOnFinStmt
Total Revenue Per Form9903206503TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1384497TotExpensesEtcAuditedFinclStmt
Other Expenses Included87553OtherExpensesIncluded
Expenses Not Rptd F99087553ExpensesNotRptdF990
Expenses Subtotal1296944ExpensesSubtotal
Other Expenses Not Included12076OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt12076ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901309020TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 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: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 ORGANIZATIONS 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 8 - OTHER ADJUSTMENTS:NET AGENCY ENDOWMENT ACTIVITY 10,476.
PART XII, LINE 2D - OTHER ADJUSTMENTS:ADMIN FEE EXPENSES NETTED AGAINST ADMIN FEE REVENUE
PART XII, LINE 4B - OTHER ADJUSTMENTS:GIFTS TO AGENCY ENDOWMENT FUNDS WORKSHOP EXPENSES NETTED AGAINST WORKSHOP REVENUES
PART XIII, LINE 2D - OTHER ADJUSTMENTS:ADMIN FEE EXPENSES NETTED AGAINST ADMIN FEE REVENUE
PART XIII, LINE 4B - OTHER ADJUSTMENTS:WORKSHOP EXPENSES NETTED AGAINST WORKSHOP REVENUES GRANTS FROM AGENCY ENDOWMENT FUNDS

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (37 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ADOLESCENT CONSULTATION SERVICES
189 CAMBRIDGE STREETCAMBRIDGEMA02141043263996501(C)(3)5000GENERAL SUPPORT
ADVOCATES INC
1 CLARKS HILL SUITE 305FRAMIINGHAMMA01702237451423501(C)(3)16000LEGAL ASSISTANCE FOR MENTALLY DISABLED, EMERGENCY FUNDS, GENERAL SUPPORT
AMAZING THINGS ART CENTER
160 HOLLIS STREETFRAMIINGHAMMA01702201332310501(C)(3)5000FACILITIES IMPROVEMENT
ASSABET VALLEY COLLABORATIVE
57 ORCHARD STREETMARLBOROUGHMA01752043538850501(C)(3)10000FAMILY SUPPORT FOR MENTALLY DISABLED
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457042103544501(C)(3)8200BARTON ROAD-BABSON AFTERSCHOOL PROGRAM, ROBERT HOLMES MEMORIAL SCHOLARSHIP FUND
BETHANY HILL SCHOOL
89 BETHANY ROADFRAMIINGHAMMA01702042493492501(C)(3)6500EMERGENCY FUNDS, OPERATION EXPENSES
BIG BROTHERS BIG SISTERS OF CENTRAL MASS METROWEST INC
4 FRANKLIN COMMONSFRAMIINGHAMMA01702042317926501(C)(3)6500MENTORING PROGRAMS
CHARLES RIVER WATERSHED ASSOCIATION
190 PARK ROADWESTONMA02493046136989501(C)(3)24359BLACKSTONE PROJECT COSTS, GENERAL SUPPORT
COMMUNITIES UNITED INC
63 PLEASANT STREET 2ND FLOORWATERTOWNMA02472042465684501(C)(3)5000SUPPORT FOR HOMELESS FAMILIES
COMMUNITY THERAPEUTIC DAY SCHOOL
187 SPRING STREETLEXINGTONMA02421222725934501(C)(3)5500SIBLING SUPPORT PROGRAM
EMERSON UMBRELLA FOR THE ARTS
40 STOW STREETCONCORDMA01742042761964501(C)(3)8500FACILITIES IMPROVEMENT W/ADD COMPLIANCE
EMPLOYMENT OPTIONS INC
82 BRIGHAM STREETMARLBOROUGHMA01752237089596501(C)(3)10000DIRECTOR FOR VOCATIONAL PROGRAMMING FOR THE DISABLED
FIRST PARISH WAYLAND
50 COCHITUATE ROAD PO BOX 397WAYLANDMA01778042103733501(C)(3)10750GENERAL SUPPORT
FRAMINGHAM ADULT ESL PROGRAM FUND
PO BOX 4860FRAMINGHAMMA01704043266789501(C)(3)36930ESL EDUCATIONAL PROGRAMMING, ESL CITIZENSHIP CLASS
HOLLISTON MISSION POSSIBLE
PO BOX 6635HOLLISTONMA01746208560397501(C)(3)40000PARK RENOVATIONS
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMIINGHAMMA017026265042730898501(C)(3)20000COMMUNITY RESOURCE SPECIALIST, GENERAL SUPPORT
JRI HEALTH A DIVISION OF JUSTICE RESOURCE INSTITUTE
25 WEST ST 5TH FLOORBOSTONMA02111042526357501(C)(3)5500FOOD SUPPORT FOR THOSE LIVING WITH AIDS
LAND'S SAKE INCORPORATED
27 CRESCENT STREETWESTONMA02493042702759501(C)(3)9168YEARLY DISBURSEMENT
LEXINGTON YOUTH AND FAMILY SERVICES INC CO FIRST PARISH CHURCH
7 HARRINGTON ROADLEXINGTONMA02421263202150501(C)(3)5000STAFFING FOR DROP IN TEEN SUPPORT PROGRAM
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773042104702501(C)(3)10000COMPLETION OF FIELD PROJECT W/ ADA COMPLIANCE
METROWEST LEGAL SERVICES INC
63 FOUNTAIN STREET SUITE 304FRAMIINGHAMMA01702043177488501(C)(3)10000LEGAL SERVICES FOR THOSE IN POVERTY
MINUTEMAN SENIOR SERVICES
24 THIRD AVENUEBURLINGTONMA01803042587212501(C)(3)7500MEALS ON WHEELS
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760042433772501(C)(3)13000TO SUPPORT CASE MANAGEMENT WORK, FOOD SUPPORT
NEPONSET RIVER WATERSHED ASSOCIATION
2173 WASHINGTON STREETCANTONMA02021237135204501(C)(3)5000WATERSHED COMPLIANCE PROGRAM
NEW HOPE INC
140 PARK STATTLEBOROMA02703042681340501(C)(3)7500DOMESTIC VIOLENCE EDUCATIONAL PROGRAMMING
PERFORMING ARTS CENTER OF METROWEST
140 PEARL STREETFRAMIINGHAMMA01702042777467501(C)(3)8000AFTERSCHOOL MUSIC EDUCATION PROGRAMMING
PROGRAMS FOR PEOPLE
98 LINCOLN STREETFRAMIINGHAMMA01702042609789501(C)(3)5000GENERAL SUPPORTGENERAL SUPPORT
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA02454042735449501(C)(3)15000YOUTH DV PREVENTION PROGRAMMING
SENIOR SUPPORT FOUNDATION CO HOLLISTON SENIOR CENTER
150 GOULDING STREETHOLLISTONMA01746223042324501(C)(3)5000ART CLASSES FOR SENIORS
SMOC
300 HOWARD STREETFRAMIINGHAMMA01701042389659501(C)(3)10000TEEN PARENTING PROGRAMS
ST MARY'S PARISH CENTER
22 SETON WAYRANDOLPHMA0236896002011 MONTHLY SUPPORT
THE AUTISM ALLIANCE OF METROWEST INC
14 EAST CENTRAL ST PO BOX 2118NATICKMA01760300061859501(C)(3)8975VIDEO TOOLS FOR FAMILIES DEALING WITH AUTISTISM
THE DISCOVERY MUSEUMS
177 MAIN STREETACTONMA01720042741645501(C)(3)10853PROGRAMMING FOR FAMILIES DEALING WITH AUTISTISM, PRORAMMING FOR AUSTISTIC CHILDREN
TOWN OF WELLESLEY
525 WASHINGTON STREET 3RD FLOORWELLESLEYMA0248231000WELLESLEY ESL PROGRAM
VENTURING OUT
PO BOX 812276WELLESLEYMA02482274445101501(C)(3)5000VOCATIONAL TRAINING FOR PRISON RELEASE PROGRAM
WALTHAM FIELDS COMMUNITY FARM
240 BEAVER STREETWALTHAMMA02452043261186501(C)(3)5000LOW INCOME FOOD SUPPORT & NUTRITION EDUCATION
WELLESLEY COUNCIL ON AGING
219 WASHINGTON STREETWELLESLEYMA0248215000VOLUNTEER DRIVERS PILOT PROGRAM, VOLUNTEER DRIVERS PILOT PROGRAM CONINUATION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants36TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

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 Contributions11NumberOfContributions
Noncash Contribs Rptd F990406940NoncashContribsRptdF990
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 5:NET UNREALIZED LOSSES ON INVESTMENTS: -604,601. NET AGENCY ENDOWMENT ACTIVITY 10,476. TOTAL TO FORM 990, PART XI, LINE 5: -594,125.CHANGES IN NET ASSETS OR FUND BALANCES:

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