HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC: Form 990, tax year 2010
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- Organization
- HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC (EIN 04-2633274)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201123189349302317
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T09:53:27-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042633274 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH FOUNDATION OF CENTRAL | BusinessNameLine1 |
| Business Name Line2 | MASSACHUSETTS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 5084380009 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 MAIN STREET 20TH FLOOR | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01608 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE B YOST | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 5084380009 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID EATON | Name |
| Phone | 5087557107 | Phone |
| Date Prepared | 2011-11-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JANICE B YOST EDD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 MAIN STREET 20TH FLOOR | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30992081 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | HFCM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1293744 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1332502 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 214219 | OtherRevenuePriorYear |
| Other Revenue Current Year | 142157 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -1079525 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1474659 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1788998 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1911087 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 517954 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 537811 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 448985 | OtherExpensePriorYear |
| Other Expenses Current Year | 532031 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2755937 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2980929 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3835462 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1506270 | RevenuesLessExpensesCY |
| Total Assets BOY | 57632504 | TotalAssetsBOY |
| Total Assets EOY | 62508004 | TotalAssetsEOY |
| Total Liabilities BOY | 634348 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 783711 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56998156 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 61724293 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2365996 | Expense |
| Grants | 1911087 | Grants |
| Description | TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH AND WELFARE OF THOSE WHO LIVE AND WORK IN CENTRAL MASSACHUSETTS. | Description |
| Total Program Service Expense | 2365996 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5084380009 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 MAIN STREET 20TH FLOOR | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01608 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GEORGE ABRAHAM MD MPH | ||||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| MATILDE CASTILE MD | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| HENRY L FERGUSON III JD | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| JOHN P GUSHA DMD | ||||||||
| ASSISTANT SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| JEFFREY W HILLIS JD MBA | ||||||||
| ASSISTANT TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| ROBIN B MCFEE DO MPH | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| LUIS G PEREZ JD | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| BRIAN J PERRY | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| LYNDA M YOUNG MD | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| LISA R FORTUNA MD MPH | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| JAY S HIMMELSTEIN MD | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| MICHAEL J MUTCHLER MD | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| JANICE B YOST EDD | ||||||||
| PRESIDENT AND CEO | 37.50 | 193182 | 0 | 34198 | X | X | ||
| ELAINE CINELLI | ||||||||
| VICE PRESIDENT FOR PROGRAM | 37.50 | 117276 | 0 | 11577 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 310458 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 45775 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 940288 | TotalRevenueColumn |
| Exclusion | $940,288 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29909636 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29517422 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 392214 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 392214 | TotalRevenueColumn |
| Exclusion | $392,214 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 142157 | TotalRevenueColumn |
| Related Or Exempt Function Income | 142157 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 142157 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1474659 | TotalRevenueColumn |
| Related Or Exempt Function Income | 142157 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,332,502 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1911087 | Total |
| Program Services | 1911087 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193182 | Total |
| Program Services | 132643 | ProgramServices |
| Management And General | 60539 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227010 | Total |
| Program Services | 160013 | ProgramServices |
| Management And General | 66997 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16655 | Total |
| Program Services | 11740 | ProgramServices |
| Management And General | 4915 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70998 | Total |
| Program Services | 50045 | ProgramServices |
| Management And General | 20953 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29966 | Total |
| Program Services | 21122 | ProgramServices |
| Management And General | 8844 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4940 | Total |
| Management And General | 4940 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18541 | Total |
| Management And General | 18541 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5701 | Total |
| Program Services | 3421 | ProgramServices |
| Management And General | 2280 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55375 | Total |
| Program Services | 33225 | ProgramServices |
| Management And General | 22150 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18684 | Total |
| Program Services | 11210 | ProgramServices |
| Management And General | 7474 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2528 | Total |
| Program Services | 1517 | ProgramServices |
| Management And General | 1011 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6868 | Total |
| Program Services | 4121 | ProgramServices |
| Management And General | 2747 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| INVESTMENT FEES | 373984 | 373984 | |
| OFFICE SUPPLIES | 19938 | 7975 | 11963 |
| OUTSIDE SERVICES | 14754 | 5902 | 8852 |
| PUBLICATIONS AND SPECIA | 6246 | 2498 | 3748 |
| OTHER EXPENSE | 2323 | 2323 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2149 | Total |
| Program Services | 1289 | ProgramServices |
| Management And General | 860 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2980929 | Total |
| Program Services | 2365996 | ProgramServices |
| Management And General | 614933 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179822 | BOY |
| EOY | 105232 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147173 | BOY |
| EOY | 128556 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6913 | BOY |
| EOY | 6460 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 195543 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 179695 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1646 | BOY |
| EOY | 15848 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44448341 | BOY |
| EOY | 43356139 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12272845 | BOY |
| EOY | 18316941 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 470723 | BOY |
| EOY | 449127 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105041 | BOY |
| EOY | 129701 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57632504 | BOY |
| EOY | 62508004 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91189 | BOY |
| EOY | 88833 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438118 | BOY |
| EOY | 565177 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105041 | BOY |
| EOY | 129701 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634348 | BOY |
| EOY | 783711 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56998156 | BOY |
| EOY | 61724293 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56998156 | BOY |
| EOY | 61724293 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57632504 | BOY |
| EOY | 62508004 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1506270 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6232407 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 56996509 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 7298261 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1911087 | GrantsOrScholarships |
| Other Expenditures | 298924 | OtherExpenditures |
| Administrative Expenses | 148779 | AdministrativeExpenses |
| End Of Year Balance | 61935980 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49252271 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 10135553 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1788998 | GrantsOrScholarships |
| Other Expenditures | 463601 | OtherExpenditures |
| Administrative Expenses | 138716 | AdministrativeExpenses |
| End Of Year Balance | 56996509 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65137195 | BeginningOfYearBalance |
| Contributions | 4670933 | Contributions |
| Investment Earnings Or Losses | -18023302 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2239539 | GrantsOrScholarships |
| Other Expenditures | 174170 | OtherExpenditures |
| Administrative Expenses | 118846 | AdministrativeExpenses |
| End Of Year Balance | 49252271 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 195543 | OtherCostOrOtherBasis |
| Depreciation | 179695 | Depreciation |
| Book Value | 15848 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15848 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT LIMITED PARTNERSHIPS | 16140563 | F |
| COMMODITY-BASED EXCHANGE-TRADED FUNDS | 2176378 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 18316941 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION PLAN | Description |
| Amount | $129,701 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 129701 | TotalOfAmounts |
| Total Revenue | 1474659 | TotalRevenue |
| Total Expenses | 2980929 | TotalExpenses |
| Excess Or Deficit For Year | -1506270 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6232407 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 6232407 | TotalAdjustments |
| Excess Or Deficit Per FS | 4726137 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7450042 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6232407 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 6232407 | RevenueNotRptdF990 |
| Revenue Subtotal | 1217635 | RevenueSubtotal |
| Investment Expenses Not Included | 257024 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 257024 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1474659 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2723905 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2723905 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 257024 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 257024 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2980929 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY HEALTHLINK INC | ||||||||
| 72 JACQUES AVENUE | WORCESTER | MA | 01610 | 042626179 | 501(C)(3) | 459902 | BOOK | HOME AGAIN |
| WORCESTER COUNTY FOOD BANK | ||||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | 043071457 | 501(C)(3) | 354375 | BOOK | HUNGER FREE AND HEALTHY |
| MONTACHUSETT OPPORTUNITY COUNCIL INC | ||||||||
| 133 PRITCHARD STREET | FITCHBURG | MA | 01420 | 042401111 | 501(C)(3) | 376940 | BOOK | THE WINCHENDON PROJECT |
| HEALTH LAW ADVOCATES | ||||||||
| 30 WINTER STREET SUITE 1004 | BOSTON | MA | 02108 | 043298116 | 501(C)(3) | 85000 | BOOK | MENTAL HEALTH PARITY PROJECT |
| BOYS & GIRLS CLUB OF WEBSTER DUDLEY | ||||||||
| 55 OXFORD AVE | DUDLEY | MA | 01571 | 042238069 | 501(C)(3) | 175455 | BOOK | THE CHOICES PROGRAM |
| ASSOCIATION FOR BEHAVIORAL HEALTHCARE | ||||||||
| 251 WEST CENTRAL STREET | NATICK | MA | 01760 | 042702037 | 501(C)(3) | 10000 | BOOK | THE CAMPAIGN FOR ADDICITION PREVENTION TREATMENT & RECOVERY |
| CITY OF WORCESTER | ||||||||
| 25 MEADE STREET | WORCESTER | MA | 01610 | 046001418 | 501(C)(3) | 50000 | BOOK | PUBLIC HEALTH REGIONALIZATION PROJECT |
| COMMUNITY HEALTH CONNECTIONS | ||||||||
| 275 NICHOLS ROAD | FITCHBURG | MA | 01420 | 043452697 | 501(C)(3) | 49000 | BOOK | FITCHBURG HIGH SCHOOL, SCHOOL-BASED HEALTH CENTER |
| CENTRO LAS AMERICAS | ||||||||
| 11 SYCAMORE STREET | WORCESTER | MA | 01608 | 042714991 | 501(C)(3) | 60000 | BOOK | CLINICAL CAPACITY DEVELOPMENT PROJECT |
| LEGAL ASSISTANCE CORPORATION OF CENTRAL MASSACHUSETTS | ||||||||
| 405 MAIN STREET | WORCESTER | MA | 01608 | 042446242 | 501(C)(3) | 30000 | BOOK | FAMILY ADVOCATES OF CENTRAL MA HEALTH CARE RECOVERY DOLLAR SUSTAINABILITY PROJECT |
| MASSACHUSETTS PUBLIC HEALTH ASSOCIATION | ||||||||
| 434 JAMAICA WAY | JAMAICA PLAIN | MA | 02130 | 042326503 | 501(C)(3) | 45000 | BOOK | DEVELOPING EFFECTIVE PUBLIC HEALTH ADVOCACY |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 400 WEST CUMMINGS PARK SUITE 6650 | WOBURN | MA | 01801 | 042777012 | 501(C)(3) | 38500 | BOOK | SUSTAINABLE APPROACHES TO DECRIMINALIZING MENTAL ILLNESS |
| DISMAS HOUSE OF MASSACHUSETTS | ||||||||
| 30 RICHARDS STREET | WORCESTER | MA | 01603 | 542075825 | 501(C)(3) | 50000 | BOOK | DISMAS FAMILY FARM |
| LATIN AMERICAN HEALTH ALLIANCE | ||||||||
| 26 QUEEN STREET | WORCESTER | MA | 01610 | 205359535 | 501(C)(3) | 10000 | BOOK | LATIN AMERICAN HEALTH ALLIANCE |
| TRI-VALLEY INC | ||||||||
| 10 MILL STREET | DUDLEY | MA | 01571 | 042594201 | 501(C)(3) | 5000 | BOOK | TRI-VALLEY, INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE HEALTH FOUNDATION AND THE GRANTEE SIGN A CONTRACT OUTLINING THE DELIVERABLES, PAYMENT, AND REPORTING REQUIREMENTS FOR THE PROJECT. TYPICALLY, PROJECT PROCESS EVALUATION REPORTS ARE SUBMITTED TO THE FOUNDATION MIDWAY THROUGH THE CONTRACT YEAR. A PROJECT SUMMARY REPORT IS ALSO REQUIRED TO BE SUBMITTED TO THE FOUNDATION APPROXIMATELY TWO MONTHS AFTER THE CONTRACT END DATE, OUTLINING THEIR RESULTS AND EXPENSES. IN ADDITION, MULTI-YEAR GRANTEES ARE REQUIRED TO MEET WITH FOUNDATION STAFF ON A QUARTERLY BASIS TO ASSESS PROJECT PROGRESS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANICE B YOST EDD | NamePerson |
| Base Compensation Filing Org | 193182 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 18200 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 15998 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 227380 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 230183 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE FOUNDATION PAYS FOR HEALTH CLUB MEMBERSHIP FOR THE PRESIDENT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE BOARD AND IS FILED UPON RECEIVING BOARD MEMBER APPROVAL. | |
| ANNUAL SIGN-OFFS | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE PRESIDENT'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE WEBSITE OF THE COMMONWEALTH OF MASSACHUSETTS. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 6,232,407. | FORM 990, PART XI, LINE 5: |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C | |
| DURING 2008, THE FOUNDATION LOANED $492,000 TO AN INTERMEDIARY FOR A PROGRAM-RELATED INVESTMENT. THE FUND IS TO BE USED FOR ACQUIRING AND DEVELOPING AFFORDABLE HOUSING FOR THE ADULT CHRONICALLY HOMELESS IN THE WORCESTER AREA. THE FUND IS ADMINISTERED BY AN INTERMEDIARY. THE BALANCE IN THIS FUND AT DECEMBER 31, 2010 AND 2009 TOTALED $449,127 AND $470,723, RESPECTIVELY. | FORM 990, PART X, LINE 13 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH FOUNDATION FUND INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 MAIN STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043521743 | EIN |
| Primary Activities | TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION. | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE HEALTH FOUNDATION FUND INC | ||
| M | 55375 | STANDARD ACCOUNTING PROCEDURES |
| THE HEALTH FOUNDATION FUND INC | ||
| N | 14951 | STANDARD ACCOUNTING PROCEDURES |
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