COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC (EIN 04-3537449)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-01-24
IRS object ID
201140249349300404
Schema version
2009v1.7
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)
Timestamp2011-01-24T09:14:18-08:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Marina Raher CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line150 Leominster Rd Suite 15AddressLine1
CitySterlingCity
StateMAState
ZIP Code01564ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043537449EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NamePHILIP GRZEWINSKIName
TitlePresidentTitle
Date Signed2011-01-24DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMarina Raher CPAName
Phone9784228180Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

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

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1285 JOHN FITCH HIGHWAYAddressLine1
CityFITCHBURGCity
StateMAState
ZIP Code01420ZIPCode
FieldValueIRS element (for citing)
Gross Receipts12570840GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501cXOrganization501c
Web SiteN/AWebSite
Activity Or Mission DescriptionThe Community Foundation raises funds through public support. The Foundation's guiding principle is to carefully grow charitable investments and to distribute the proceeds in ways that help organizations develop their capacity to serve their communities most effectively.ActivityOrMissionDescription
Nbr Voting Members Governing Body22NbrVotingMembersGoverningBody
Nbr Independent Voting Members19NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers3463TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year6878188ContributionsGrantsPriorYear
Contributions Grants Current Year6314146ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1975ProgramServiceRevenuePriorYear
Program Service Revenue CY563ProgramServiceRevenueCY
Investment Income Prior Year-260797InvestmentIncomePriorYear
Investment Income Current Year-332955InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year6619366TotalRevenuePriorYear
Total Revenue Current Year5981754TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2396695GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2832058GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year141299TotalFundrsngExpCurrentYear
Other Expense Prior Year303305OtherExpensePriorYear
Other Expenses Current Year306000OtherExpensesCurrentYear
Total Expenses Prior Year2700000TotalExpensesPriorYear
Total Expenses Current Year3138058TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3919366RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2843696RevenuesLessExpensesCY
Total Assets BOY19507218TotalAssetsBOY
Total Assets EOY25064060TotalAssetsEOY
Total Liabilities BOY122110TotalLiabilitiesBOY
Total Liabilities EOY50184TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY19385108NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY25013876NetAssetsOrFundBalancesEOY
Mission DescriptionThe Community Foundation raises funds through public support. The Foundation's guiding principle is to carefully grow charitable investments and to distribute the proceeds in ways that help organizations develop their capacity to serve their communities most effectively.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense2883897Expense
Grants2832058Grants
Revenue165980Revenue
DescriptionThe Community Foundations raises funds through public support. The Foundation's guiding principle is to carefully grow charitable investments and to distribute the proceeds in ways that help organizations develop their capacity to serve their communities most effectively.Every couple of years, the Foundation conducts a series of meetings with the nonprofit community to listen and learn. This innovative approach has helped foster a collaborative approach to building a better community. At our very first forum, conducted in 2001, the nonprofit community told us that they needed outside resources to help with grant writing, management expertise and other program support. As a result, the Foundation created and launched a Nonprofit Institute. The Nonprofit Institute has helped hundreds of nonprofits and today is a self-sufficient organization. The long-term mission of the Foundation is to work closely with our donors, nonprofit organizations and the community to make a difference by funding and nurturing ideas and programs that are sustainable and committed to systemic change.In addition, to keep our administrative expenses as low as possible, we partnered with the United Way of North Central Massachusetts, sharing office space and key personnel. This arrangement, the only one in the United States, helps us put more money into important programs. In addition, it offers a unique opportunity to meet a variety of donor giving needs.Description
Total Of Other Program Service Grnt134400TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev134400TotalOfOtherProgramServiceRev
Total Program Service Expense2883897TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Nbr Voting Governing Body Members22NbrVotingGoverningBodyMembers
Number Independent Voting Members19NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
Own WebsiteXOwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonPHIL GRZEWSINSKINamePerson
Telephone Number9783458383TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
WILLIAM AUBUCHON III
Clerk1.00000
TIMOTHY RICHARDS
Trustee1.00000
THOMAS BAGLEY III
Chairman1.00000
TED LAPRES
Trustee1.00000
STEVEN STONE
Treasurer2.00000
RONALD ANSIN
Trustee1.00000
RICHARD NOBILE
Trustee1.00000
PHILIP GRZEWINSKI
President12.00000
PETER HAZEL
Trustee1.00000
PAUL BROWN
Trustee1.00000
KEVIN MILLER
Trustee1.00000
JAMES GARRISON
Trustee1.00000
GEORGE GANTZ
Trustee1.00000
GEORGANA COCHRAN
Trustee1.00000
DAVID MCKEEHAN
Trustee1.00000
DAVID HUHTALA
Trustee1.00000
ATTORNEY RICHARD CELLA
Trustee1.00000
Attorney John Barrett
Trustee0.000
ATTORNEY HENRI SANS
Trustee1.00000
ATTORNEY CHARLES GELINAS
Clerk1.00000
ATTORNEY C DEBORAH PHILLIPS
Chairman2.00000
ALBERT STONE
Trustee1.00000
FieldValueIRS element (for citing)
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

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

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1285 John Fitch HighwayAddressLine1
CityFitchburgCity
StateMAState
ZIP Code01420ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesManagement FeesDescriptionOfServices
Compensation213852Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
All Other Contributions6314146AllOtherContributions
Noncash Contributions3000412NoncashContributions
Total Contributions6314146TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMembership Dues & AssessmentsDescription
Total Revenue Column563TotalRevenueColumn
Exclusion$563ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue563TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column548784TotalRevenueColumn
Exclusion$548,784ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities5707347Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities6589086Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-881739Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-881739TotalRevenueColumn
Related Or Exempt Function Income-881739RelatedOrExemptFunctionIncome

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

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

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5981754TotalRevenueColumn
Related Or Exempt Function Income-881739RelatedOrExemptFunctionIncome
Exclusion$549,347ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2786537Total
Program Services2786537ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total45521Total
Program Services45521ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total213853Total
Program Services46689ProgramServices
Management And General64329ManagementAndGeneral
Fundraising102835Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total27741Total
Management And General27741ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total20530Total
Fundraising20530Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5251Total
Program Services646ProgramServices
Management And General2504ManagementAndGeneral
Fundraising2101Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9235Total
Program Services1190ProgramServices
Management And General2528ManagementAndGeneral
Fundraising5517Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3600Total
Management And General1800ManagementAndGeneral
Fundraising1800Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3605Total
Program Services1116ProgramServices
Management And General1158ManagementAndGeneral
Fundraising1331Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total3734Total
Management And General785ManagementAndGeneral
Fundraising2949Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3676Total
Management And General3676ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total4412Total
Management And General4412ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Telephone1326212451663
Printing and Publications34131992552959
Postage and Shipping1530187729614
Miscellaneous827827
Dues & Subscriptions326716001667

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total0Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3138058Total
Program Services2883897ProgramServices
Management And General112862ManagementAndGeneral
Fundraising141299Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY93774BOY
EOY88724EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4871121BOY
EOY4040947EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY203747BOY
EOY245373EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY28841BOY
EOY27094EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7949BOY
EOY7477EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis52705LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec45637LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY10743BOY
EOY7068EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY14291043BOY
EOY17646965EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY3000412EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY19507218BOY
EOY25064060EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY11473BOY
EOY30184EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY110637BOY
EOY20000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY122110BOY
EOY50184EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY6805268BOY
EOY7265003EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5835781BOY
EOY10898319EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6744059BOY
EOY6850554EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY19385108BOY
EOY25013876EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY19507218BOY
EOY25064060EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7763680CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4378547CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7653920CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6880163CurrentTaxYearMinus1Year
Current Tax Year6314709CurrentTaxYear
Total32991019Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7763680CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4378547CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7653920CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6880163CurrentTaxYearMinus1Year
Current Tax Year6314709CurrentTaxYear
Total32991019Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total7858456AmountsSubstContributorsTotal
Public Support Total17025132563PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years285103CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years668957CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years918166CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year-260797CurrentTaxYearMinus1Year
Current Tax Year-332955CurrentTaxYear
Total1278474Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support34269493TotalSupport
Public Support Pertcentage1700.73340PublicSupportPertcentage170
Public Support Pertcent Prior Year0.83860PublicSupportPertcentPriorYear
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 Held32NumberDAFsHeld
Donor Advised Contributions5696649DonorAdvisedContributions
Grants Paid From Donor Funds2426811GrantsPaidFromDonorFunds
Aggregate DAF Value7778130AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1693749BeginningOfYearBalance
Contributions110041Contributions
Investment Earnings Or Losses265554InvestmentEarningsOrLosses
Grants Or Scholarships138723GrantsOrScholarships
Administrative Expenses18314AdministrativeExpenses
End Of Year Balance1912307EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2117536BeginningOfYearBalance
Contributions130309Contributions
Investment Earnings Or Losses-457073InvestmentEarningsOrLosses
Grants Or Scholarships80024GrantsOrScholarships
Administrative Expenses16999AdministrativeExpenses
End Of Year Balance1693749EndOfYearBalance
FieldValueIRS element (for citing)
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Leasehold Improvements LeaseholdImprovements

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

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis48490OtherCostOrOtherBasis
Depreciation42552Depreciation
Book Value5938BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3800OtherCostOrOtherBasis
Depreciation2670Depreciation
Book Value1130BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings7068TotalOfBookValueLandBuildings
Total Of Book Value Securities3000412TotalOfBookValueSecurities

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XIII, Line 4bPart XIII, Line 4b: Other revenue amounts included on 990 but not included in F/SGrants to agencies $389214
Part XII, Line 4bPart XII, Line 4b: Other revenue amounts included on 990 but not included in F/SInterest related to agency organizations $138849 Contributions related to agency organiza $256571 Realized Losses on agency organizations $0
Part XII, Line 2dPart XII, Line 2d: Other revenue amounts included in F/S but not included on form 990Adminstrative Fee Revenue $53534
Part XI, Line 8Part XI, Line 8: Other Changes in Net Assets or Fund BalancesUnrealized Gains on Investments $2785072

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (27 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrant
William May Endow Fund CFNCM
PO Box 972TownsendMA0142004353744958320Program support
United Way of Tri County
46 Park StFraminghamMA0170204210423180000Supt for children and needy
United Way of NCM
285 John Fitch HighwayFitchburgMA014200422330215000000Haitian Relief
United Way of NCM
285 John Fitch HighwayFitchburgMA014200422330213263160Support of programs
United Way of Laurens County
16 Peachtree StClintonSC29325237011064507430Support of the United Way
United Way of Greater Stark County
4825 Highbee Ave NWCantonOH44718134254191323170Support of the United Way
United Way of Greater Ennis
PO Box 639EnnisTX75120237087962500030Support of United Way
United Way of Central Alabama
PO Box 320189BirminghamAL35232630288846523540Support of united way
Townsend Public Library Endowmen
12 Dudley RdTownsendMA014692635625951495000Library Augmentation Fund
Townsend Ecumenical Outreach
82 Bayberry Hill RdW TownsendMA0147404327001070000Supt emerg needs
Salvation Army
147 Berkley StBostonMA02116135562351480000Support for the programs
River Cities United Way
PO Box 966Lake HavasuAZ86405237373816414500Support of the United Way
Piedmont Technical College
620 North Emerald RdGreenwoodSC29646570622550500000
Northeast Veterans Training & Re
69 High StFitchburgMA014200431998872000000Veterans Rehab Training
NMRS Scholarship Foundation
Main StTownsendMA0146904258670660000Scholarships for students
Nashua Valley Boy Scouts
1980 Lunenburg RdLancasterMA01523042349692552960Grant to support boy scouts of NCM
Nashua River Watershed
592 Main StGrotonMA014502370556741014940Support conservation
MA Soldiers Legacy Fund
PO 962061BostonMA029162019095561000000Ed assist for children of MA soldiers
Longsjo Legacy
PO Box 923FitchburgMA01420510187494375000Support the annual race
Loaves and Fishes
PO Box 1AyerMA01453010726924166000Support children needs
Indian Hill Music School
36 King StLittletonMA01460042867945375000Grant to support the music school
Fitchburg State College Foundati
160 Pearl StFitchburgMA01420042661048535500Scholarships
Fitchburg Historical Society
50 Grove StFitchburgMA014200460601181207840Grant for building fund
Fitchburg Art Museum
185 Elm StFitchburgMA01420046111758110000Grant for operations and programming
Doyle Field Commission
40 Albert DriveLeominsterMA01453542106411109060Field restoration
Community Foundation of NCM
285 John Fitch HwyFitchburgMA01420043537449550150Operations
Boys & Girls Club of NCM
365 Lindell AveLeominsterMA014530435767002299080Funding for operations and programming
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants21TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations6TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
College Scholarships943125
Afterschool Program Stipends82396

Form990 Schedule I Part IV Form990ScheduleIPartIV

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

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Anderson Bagley & MayoBusinessNameLine1
FieldValueIRS element (for citing)
RelationshipBoard MemberRelationship
Amount Of Transaction3332AmountOfTransaction
Description Of TransactionD&O Insurance PolicyDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9904930972NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAudited financial statements are available on the organization's website. In addition, a summary of the financial results are provided in an annual report, which is posted on the website in addition to being made available upon request.
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe executive committee reivews the president's performance annually.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTHE TRUSTEES ARE GIVEN A COPY OF A CODE OF ETHICS AND A CONFLICT OF INTEREST POLICY THAT THEY SIGN OFF ON THAT THEY RECEIVED. ANY CONFLICTS ARE PUT IN WRITING AND SIGNED BY THE TRUSTEE AND DATED ON A YEARLY BASIS.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessThe finance committee is given a copy of the 990 to review and approve prior to filing it.
Form 990, Part VI, Line 2Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtTwo Board Members are father and son.One Board member is vice-president of the company that donates space to our organization.
Form 990, Part III, Line 4dForm 990, Part III, Line 4d : Other Program Services DescriptionOTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: OTHER PROGRAM SERVICES 6: OTHER PROGRAM SERVICES 7: OTHER PROGRAM SERVICES 8: OTHER PROGRAM SERVICES 9: OTHER PROGRAM SERVICES 10: The Foundation's guiding principle is to carefully grow charitable investments and to distribute the proceeds in ways that help organizations develop their capacity to serve their communities most effectively. The Community Foundation has over 100 permanently endowed funds that benefit many causes, which includes the arts, scholarships, environment and health and human services. With its latest round of grants focused on various recreational, academic , environmental opportunities, The Community Foundation of North Central Massachusetts awarded nine grants.Just Understand My Potential was awarded $18,400 to introduce youth to the program Leave No Trace Outdoor Ethics. It teaches them basic outdoor skills including overnight hikes. OTHER PROGRAM SERVICES 11: In addition, Growing Places Garden Project, Inc. received $5,000 from the Foundation to provide ten new households with vegetable gardens that they actively tend and from which they will harvest food to feed their families and possibly their neighbors. OTHER PROGRAM SERVICES 12: Pat Brody Shelter for Cats was awarded a $5,000 grant to provide a spay/neuter clinic for pets to pre-screened low-income residents in the Fitchburg/Leominster area. OTHER PROGRAM SERVICES 13: The North County Land Trust, in collaboration with the Nashua River Watershed Association and the Mass Audubon Society, received $20,000 in funding for an environmental enrichment program for the Fitchburg Public Schools. A professional team of experienced, dedicated science educators will teach environmental issues to 5th graders attending the Longsjo Middle School and 3rd & 4th graders at the Crocker Elementary School. OTHER PROGRAM SERVICES 14: The YMCA of Central MA used their $20,000 to replicate their high risk response team model in Gardner and Winchendon under the jurisdiction of both District Courts. OTHER PROGRAM SERVICES 15: Fitchburg State College Reading utilized their $16,000 in funding to pilot a summer reading program to serve children at-risk for reading difficulties or identified as struggling readers. OTHER PROGRAM SERVICES 16: Montachusett Interfaith Hospitality Network received a $20,000 grant to install a sprinkler system at their current location to bring them in compliance with MA Chapter 148 Section 26H. OTHER PROGRAM SERVICES 17: Habitat for Humanity of North Central Mass will used their $20,000 to open a Habitat ReStore. The start- up funds will provide a steady stream for Habitat's home building, renovation, and modification programs that serves low-income families in the region. The ReStore will recycle, reuse, and reduce waste through this program. OTHER PROGRAM SERVICES 18: Veteran Homestead, Inc. was awarded $10,000 for the Northeast Veteran Training and Rehabilitation Center. The gap funding for the ReHab Center will provide ongoing family support during the rehabilitation process for our veterans.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF NORTH CENTRAL MASSBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1285 JOHN FITCH HIGHWAYAddressLine1
CityFITCHBURGCity
StateMAState
ZIP Code01420ZIPCode
FieldValueIRS element (for citing)
EIN042233021EIN
Primary ActivitiesFEDERATED FUNDRAISING ORGANIZATIONPrimaryActivities
Exempt Code Section501 (C)(3)ExemptCodeSection
Direct Controlling Entity NAN/ADirectControllingEntityNA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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