2012-05-14T07:31:12-05:00 2011-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2011-01-01 043266789 FOUNDATION FOR METROWEST INC FOUN 5086472260 21 ELIOT STREET NATICK MA 01760 JUDY SALERNO 5086472260 2012-04-25 1 RICHARD B DIONNE P00142882 9784522500 2012-04-25 2011 2016-02-24 21:20:13Z JUDY SALERNO 21 ELIOT STREET NATICK MA 01760 9714109 0 X WWW.FOUNDATIONFORMETROWEST.ORG X 1995 MA THE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILNTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS. 14 14 8 48 0 0 759235 2475725 6982 6421 222179 724357 0 0 988396 3206503 544463 588653 0 0 390935 442159 0 0 117239 285274 278208 1220672 1309020 -232276 1897483 9262674 10506761 637606 578335 8625068 9928426 X THE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILANTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS. 0 0 996824 588653 6421 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING 996824 1 1 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 4 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X JUDY SALERNO 5086472260 21 ELLIOT STREET NATICK MA 01760 ROBERT D RANDS 5.00 X 0 0 0 ROBERT B BRACK 5.00 X 0 0 0 JANET PATTILLO 5.00 X X 0 0 0 JOHN J O'NEIL 5.00 X 0 0 0 JOHN STEIGER 5.00 X 0 0 0 MARGARET RAMSEY 5.00 X 0 0 0 KENNETH VONA 5.00 X X 0 0 0 PAMELA LESSER 5.00 X X 0 0 0 GARRY HOLMES 5.00 X X 0 0 0 JAMES HANRAHAN 5.00 X 0 0 0 JOHN R HEERWAGEN 5.00 X 0 0 0 DAVID SHUMAN 5.00 X 0 0 0 ANDREA SUSSMAN 5.00 X 0 0 0 ROBERT A VIGODA 5.00 X 0 0 0 LAURIE KRIGMAN 5.00 X 0 0 0 KATHANN TRACY 5.00 X 0 0 0 JUDITH SALERNO 40.00 X 100000 0 5798 100000 0 5798 0 0 0 0 0 2475725 406940 2475725 ADMINISTRATIVE FEE REV 523000 6081 6081 WORKSHOPS 900099 340 340 6421 181167 181167 7050796 6507606 543190 543190 543190 3206503 6421 0 724357 588653 588653 105798 74059 31739 289351 242749 29126 17476 2261 1202 662 397 12227 8744 2312 1171 32522 20276 8280 3966 29407 29407 95667 95667 14050 12415 1635 15810 7621 6698 1491 812 812 49740 30086 13770 5884 1244 776 317 151 3155 1050 2105 361 361 11396 11396 2944 2944 MARKETING 18980 18980 DEVELOPMENT EXPENSES 12057 12057 SPECIAL EVENTS 8624 8624 MISCELLANEOUS 7843 810 7033 6118 2400 3718 1309020 996824 194957 117239 124767 478014 253288 217505 1265218 10128 9487 90286 63791 37891 26495 8619095 8727547 9262674 10506761 18018 13862 32430 14680 8021 572478 556452 637606 578335 X 3780633 4483714 2730727 3357967 2113708 2086745 8625068 9928426 9262674 10506761 X 1897483 -594125 X 0 1 1 X 0 X 1138709 697785 690766 759235 1475725 4762220 1138709 697785 690766 759235 1475725 4762220 822881 3939339 224247 256640 185383 184967 181167 1032404 5794624 120685 0.67980 0.80030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54 546108 252416 4258228 1 1 5122785 365846 80187 391967 21852 5154999 4740507 85075 435832 233686 -103949 8892 5122785 4519119 65612 334824 145732 27961 5355 4740507 4695884 352011 -373634 110367 37872 6903 4519119 0.27810 0.40480 0.31710 0 0 33104 14621 18483 55501 47489 8012 1681 1681 0 26495 AGENCY ENDOWMENTS 556452 556452 3206503 1309020 1897483 -604601 10476 -594125 1303358 2687855 -604601 87553 -517048 3204903 1600 1600 3206503 1384497 87553 87553 1296944 12076 12076 1309020 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 1 ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE STREET CAMBRIDGE MA 02141 043263996 501(C)(3) 5000 GENERAL SUPPORT ADVOCATES INC 1 CLARKS HILL SUITE 305 FRAMIINGHAM MA 01702 237451423 501(C)(3) 16000 LEGAL ASSISTANCE FOR MENTALLY DISABLED, EMERGENCY FUNDS, GENERAL SUPPORT AMAZING THINGS ART CENTER 160 HOLLIS STREET FRAMIINGHAM MA 01702 201332310 501(C)(3) 5000 FACILITIES IMPROVEMENT ASSABET VALLEY COLLABORATIVE 57 ORCHARD STREET MARLBOROUGH MA 01752 043538850 501(C)(3) 10000 FAMILY SUPPORT FOR MENTALLY DISABLED BABSON COLLEGE 231 FOREST STREET BABSON PARK MA 02457 042103544 501(C)(3) 8200 BARTON ROAD-BABSON AFTERSCHOOL PROGRAM, ROBERT HOLMES MEMORIAL SCHOLARSHIP FUND BETHANY HILL SCHOOL 89 BETHANY ROAD FRAMIINGHAM MA 01702 042493492 501(C)(3) 6500 EMERGENCY FUNDS, OPERATION EXPENSES BIG BROTHERS BIG SISTERS OF CENTRAL MASS METROWEST INC 4 FRANKLIN COMMONS FRAMIINGHAM MA 01702 042317926 501(C)(3) 6500 MENTORING PROGRAMS CHARLES RIVER WATERSHED ASSOCIATION 190 PARK ROAD WESTON MA 02493 046136989 501(C)(3) 24359 BLACKSTONE PROJECT COSTS, GENERAL SUPPORT COMMUNITIES UNITED INC 63 PLEASANT STREET 2ND FLOOR WATERTOWN MA 02472 042465684 501(C)(3) 5000 SUPPORT FOR HOMELESS FAMILIES COMMUNITY THERAPEUTIC DAY SCHOOL 187 SPRING STREET LEXINGTON MA 02421 222725934 501(C)(3) 5500 SIBLING SUPPORT PROGRAM EMERSON UMBRELLA FOR THE ARTS 40 STOW STREET CONCORD MA 01742 042761964 501(C)(3) 8500 FACILITIES IMPROVEMENT W/ADD COMPLIANCE EMPLOYMENT OPTIONS INC 82 BRIGHAM STREET MARLBOROUGH MA 01752 237089596 501(C)(3) 10000 DIRECTOR FOR VOCATIONAL PROGRAMMING FOR THE DISABLED FIRST PARISH WAYLAND 50 COCHITUATE ROAD PO BOX 397 WAYLAND MA 01778 042103733 501(C)(3) 10750 GENERAL SUPPORT FRAMINGHAM ADULT ESL PROGRAM FUND PO BOX 4860 FRAMINGHAM MA 01704 043266789 501(C)(3) 36930 ESL EDUCATIONAL PROGRAMMING, ESL CITIZENSHIP CLASS HOLLISTON MISSION POSSIBLE PO BOX 6635 HOLLISTON MA 01746 208560397 501(C)(3) 40000 PARK RENOVATIONS JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMIINGHAM MA 017026265 042730898 501(C)(3) 20000 COMMUNITY RESOURCE SPECIALIST, GENERAL SUPPORT JRI HEALTH A DIVISION OF JUSTICE RESOURCE INSTITUTE 25 WEST ST 5TH FLOOR BOSTON MA 02111 042526357 501(C)(3) 5500 FOOD SUPPORT FOR THOSE LIVING WITH AIDS LAND'S SAKE INCORPORATED 27 CRESCENT STREET WESTON MA 02493 042702759 501(C)(3) 9168 YEARLY DISBURSEMENT LEXINGTON YOUTH AND FAMILY SERVICES INC CO FIRST PARISH CHURCH 7 HARRINGTON ROAD LEXINGTON MA 02421 263202150 501(C)(3) 5000 STAFFING FOR DROP IN TEEN SUPPORT PROGRAM MASSACHUSETTS AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 042104702 501(C)(3) 10000 COMPLETION OF FIELD PROJECT W/ ADA COMPLIANCE METROWEST LEGAL SERVICES INC 63 FOUNTAIN STREET SUITE 304 FRAMIINGHAM MA 01702 043177488 501(C)(3) 10000 LEGAL SERVICES FOR THOSE IN POVERTY MINUTEMAN SENIOR SERVICES 24 THIRD AVENUE BURLINGTON MA 01803 042587212 501(C)(3) 7500 MEALS ON WHEELS NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 042433772 501(C)(3) 13000 TO SUPPORT CASE MANAGEMENT WORK, FOOD SUPPORT NEPONSET RIVER WATERSHED ASSOCIATION 2173 WASHINGTON STREET CANTON MA 02021 237135204 501(C)(3) 5000 WATERSHED COMPLIANCE PROGRAM NEW HOPE INC 140 PARK ST ATTLEBORO MA 02703 042681340 501(C)(3) 7500 DOMESTIC VIOLENCE EDUCATIONAL PROGRAMMING PERFORMING ARTS CENTER OF METROWEST 140 PEARL STREET FRAMIINGHAM MA 01702 042777467 501(C)(3) 8000 AFTERSCHOOL MUSIC EDUCATION PROGRAMMING PROGRAMS FOR PEOPLE 98 LINCOLN STREET FRAMIINGHAM MA 01702 042609789 501(C)(3) 5000 GENERAL SUPPORTGENERAL SUPPORT REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 042735449 501(C)(3) 15000 YOUTH DV PREVENTION PROGRAMMING SENIOR SUPPORT FOUNDATION CO HOLLISTON SENIOR CENTER 150 GOULDING STREET HOLLISTON MA 01746 223042324 501(C)(3) 5000 ART CLASSES FOR SENIORS SMOC 300 HOWARD STREET FRAMIINGHAM MA 01701 042389659 501(C)(3) 10000 TEEN PARENTING PROGRAMS ST MARY'S PARISH CENTER 22 SETON WAY RANDOLPH MA 02368 9600 2011 MONTHLY SUPPORT THE AUTISM ALLIANCE OF METROWEST INC 14 EAST CENTRAL ST PO BOX 2118 NATICK MA 01760 300061859 501(C)(3) 8975 VIDEO TOOLS FOR FAMILIES DEALING WITH AUTISTISM THE DISCOVERY MUSEUMS 177 MAIN STREET ACTON MA 01720 042741645 501(C)(3) 10853 PROGRAMMING FOR FAMILIES DEALING WITH AUTISTISM, PRORAMMING FOR AUSTISTIC CHILDREN TOWN OF WELLESLEY 525 WASHINGTON STREET 3RD FLOOR WELLESLEY MA 02482 31000 WELLESLEY ESL PROGRAM VENTURING OUT PO BOX 812276 WELLESLEY MA 02482 274445101 501(C)(3) 5000 VOCATIONAL TRAINING FOR PRISON RELEASE PROGRAM WALTHAM FIELDS COMMUNITY FARM 240 BEAVER STREET WALTHAM MA 02452 043261186 501(C)(3) 5000 LOW INCOME FOOD SUPPORT & NUTRITION EDUCATION WELLESLEY COUNCIL ON AGING 219 WASHINGTON STREET WELLESLEY MA 02482 15000 VOLUNTEER DRIVERS PILOT PROGRAM, VOLUNTEER DRIVERS PILOT PROGRAM CONINUATION 36 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS. X 11 406940 QUOTED STOCK PRICE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: STOCK CONTRIBUTIONS ARE SOLD BY INVESTMENT MANAGERS IMMEDIATELY UPON NOTIFICATION OF RECEIPT THEN THEY ARE REINVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE AUDIT COMMITTEE WITH THE AUDITORS, THEN COPIES ARE PROVIDED TO ALL TRUSTEES FOR REVIEW AT THE NEXT FULL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES MUST BE SIGNED BY ALL STAFF, TRUSTEES AND COMMITTEE MEMBERS, DISCLOSURES ARE SENT TO ALL TRUSTEES AS PART OF THE ANNUAL AUDIT PROCESS, COMMITTEE MEMBERS RECEIVE DISCLOSURES FOLLOWING THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS DETERMINED BASED ON: 360 PERFORMANCE REVIEW CONTAINING FEEDBACK FROM STAFF, TRUSTEES AND INDEPENDENT PERSONS AND REVIEW OF OTHER LOCAL COMMUNITY FOUNDATION SALARIES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 990 AND FORM 1023 ARE AVAILABLE ON THE ORGANIZATION'S WEB SITE, ON GUIDESTAR AND UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEB SITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -604,601. NET AGENCY ENDOWMENT ACTIVITY 10,476. TOTAL TO FORM 990, PART XI, LINE 5: -594,125.