2011-11-14T09:53:27-06:00 2010-12-31 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2010-01-01 042633274 THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC HEAL 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 JANICE B YOST 5084380009 2011-11-11 1 DAVID EATON 5087557107 2011-11-11 2010 2016-02-24 21:20:13Z JANICE B YOST EDD 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 30992081 0 X HFCM.ORG X 1977 MA TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 12 12 4 0 0 0 0 0 0 0 -1293744 1332502 214219 142157 -1079525 1474659 1788998 1911087 0 0 517954 537811 0 0 0 448985 532031 2755937 2980929 -3835462 -1506270 57632504 62508004 634348 783711 56998156 61724293 TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 0 0 2365996 1911087 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. 2365996 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 13 0 4 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE FOUNDATION 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 GEORGE ABRAHAM MD MPH 2.00 X X 0 0 0 MATILDE CASTILE MD 2.00 X X 0 0 0 HENRY L FERGUSON III JD 2.00 X X 0 0 0 JOHN P GUSHA DMD 2.00 X X 0 0 0 JEFFREY W HILLIS JD MBA 2.00 X X 0 0 0 ROBIN B MCFEE DO MPH 1.50 X 0 0 0 LUIS G PEREZ JD 1.50 X 0 0 0 BRIAN J PERRY 1.50 X 0 0 0 LYNDA M YOUNG MD 1.50 X 0 0 0 LISA R FORTUNA MD MPH 1.50 X 0 0 0 JAY S HIMMELSTEIN MD 1.50 X 0 0 0 MICHAEL J MUTCHLER MD 1.50 X 0 0 0 JANICE B YOST EDD 37.50 X X 193182 0 34198 ELAINE CINELLI 37.50 X 117276 0 11577 310458 0 45775 2 0 1 0 0 940288 940288 29909636 29517422 392214 392214 392214 OTHER INCOME 900099 142157 142157 142157 1474659 142157 0 1332502 1911087 1911087 193182 132643 60539 227010 160013 66997 16655 11740 4915 70998 50045 20953 29966 21122 8844 4940 4940 18541 18541 5701 3421 2280 55375 33225 22150 18684 11210 7474 2528 1517 1011 6868 4121 2747 INVESTMENT FEES 373984 373984 OFFICE SUPPLIES 19938 11963 7975 OUTSIDE SERVICES 14754 8852 5902 PUBLICATIONS AND SPECIA 6246 3748 2498 OTHER EXPENSE 2323 2323 2149 1289 860 2980929 2365996 614933 0 179822 105232 147173 128556 6913 6460 195543 179695 1646 15848 44448341 43356139 12272845 18316941 470723 449127 105041 129701 57632504 62508004 91189 88833 438118 565177 105041 129701 634348 783711 X 56998156 61724293 56998156 61724293 57632504 62508004 X -1506270 6232407 X 0 1 1 X 0 56996509 7298261 1911087 298924 148779 61935980 49252271 10135553 1788998 463601 138716 56996509 65137195 4670933 -18023302 2239539 174170 118846 49252271 1.00000 0 0 195543 179695 15848 15848 INVESTMENT LIMITED PARTNERSHIPS 16140563 F COMMODITY-BASED EXCHANGE-TRADED FUNDS 2176378 F 18316941 DEFERRED COMPENSATION PLAN 129701 129701 1474659 2980929 -1506270 6232407 6232407 4726137 7450042 6232407 6232407 1217635 257024 257024 1474659 2723905 0 2723905 257024 257024 2980929 1 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 15 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 1 0 X X X 0 0 0 0 0 0 0 0 0 JANICE B YOST EDD 193182 0 0 0 0 0 18200 0 15998 0 227380 0 230183 0 PART I, LINE 1A THE FOUNDATION PAYS FOR HEALTH CLUB MEMBERSHIP FOR THE PRESIDENT. 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. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL SIGN-OFFS FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 6,232,407. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART X, LINE 13 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. THE HEALTH FOUNDATION FUND INC 446 MAIN STREET WORCESTER MA 01608 043521743 TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION. MA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE HEALTH FOUNDATION FUND INC M 55375 STANDARD ACCOUNTING PROCEDURES THE HEALTH FOUNDATION FUND INC N 14951 STANDARD ACCOUNTING PROCEDURES