FOUNDATION FOR METROWEST INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR METROWEST INC (EIN 04-3266789)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-05
IRS object ID
201141259349300524
Schema version
2010v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-05T10:48:13-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANSTISS &AMP CO PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11115 WESTFORD STREETAddressLine1
CityLOWELLCity
StateMAState
ZIP Code01851ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043266789EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR METROWEST INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFOUNNameControl
Phone5086472260Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 ELIOT STREETAddressLine1
CityNATICKCity
StateMAState
ZIP Code01760ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJUDY SALERNOName
TitleEXECUTIVE DIRECTORTitle
Phone5086472260Phone
Date Signed2011-03-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD B DIONNEName
Phone9784522500Phone
Date Prepared2011-03-04DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJUDY SALERNONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line121 ELIOT STREETAddressLine1
CityNATICKCity
StateMAState
ZIP Code01760ZIPCode
FieldValueIRS element (for citing)
Gross Receipts8803172GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.FOUNDATIONFORMETROWEST.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILNTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees9TotalNbrEmployees
Total Nbr Volunteers48TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year690766ContributionsGrantsPriorYear
Contributions Grants Current Year759235ContributionsGrantsCurrentYear
Program Service Revenue Prior Year7573ProgramServiceRevenuePriorYear
Program Service Revenue CY6982ProgramServiceRevenueCY
Investment Income Prior Year-493648InvestmentIncomePriorYear
Investment Income Current Year222179InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year204691TotalRevenuePriorYear
Total Revenue Current Year988396TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1000621GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY544463GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year238249SalariesEtcPriorYear
Salaries Etc Current Year390935SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year141980TotalFundrsngExpCurrentYear
Other Expense Prior Year212010OtherExpensePriorYear
Other Expenses Current Year285274OtherExpensesCurrentYear
Total Expenses Prior Year1450880TotalExpensesPriorYear
Total Expenses Current Year1220672TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1246189RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-232276RevenuesLessExpensesCY
Total Assets BOY8915180TotalAssetsBOY
Total Assets EOY9262674TotalAssetsEOY
Total Liabilities BOY547089TotalLiabilitiesBOY
Total Liabilities EOY637606TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8368091NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY8625068NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE FOUNDATION FOR METROWEST CONNECTS PHILANTHROPIC OPPORTUNITY WITH DEMONSTRATED NEED IN METROWEST. WE PROMOTE PHILANTHROPY IN THE REGION, HELP DONORS MAXIMIZE THE IMPACT OF THEIR LOCAL GIVING, SERVE AS A RESOURCE FOR LOCAL NON-PROFIT ORGANIZATIONS, AND ENHANCE THE QUALITY OF LIFE FOR ALL OF OUR CITIZENS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense876745Expense
Grants544463Grants
Revenue6982Revenue
DescriptionTO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVINGDescription
Total Program Service Expense876745TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10965NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees9NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JUDY SALERNOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5086472260TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line121 ELLIOT STREETAddressLine1
CityNATICKCity
StateMAState
ZIP Code01760ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
ROBERT D RANDS
TRUSTEE5.00X000
ROBERT B BRACK
TRUSTEE5.00X000
LAURIE KRIGMAN
TREASURER5.00X000X
JANET PATTILLO
SECRETARY5.00X000X
JOHN J O'NEIL
TRUSTEE5.00X000
JOHN STEIGER
TRUSTEE5.00X000
KATHAN TRACY
TRUSTEE5.00X000
MARGARET RAMSEY
TRUSTEE5.00X000
KENNETH VONA
CHAIRMAN5.00X000X
PAMELA LESSER
VICE CHAIRMAN5.00X000X
GARRY HOLMES
TRUSTEE5.00X000
JUDITH SALERNO
EXECUTIVE DIRECTOR20.0010500004798X
FieldValueIRS element (for citing)
Total Reportable Comp From Org105000TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation4798TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions759235AllOtherContributions
Noncash Contributions152119NoncashContributions
Total Contributions759235TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionADMINISTRATIVE FEE REVDescription
Business Code523000BusinessCode
Total Revenue Column6982TotalRevenueColumn
Related Or Exempt Function Income6982RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue6982TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column184967TotalRevenueColumn
Exclusion$184,967ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities7851988Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities7812993Securities
Other1783Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities38995Securities
Other-1783Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column37212TotalRevenueColumn
Exclusion$37,212ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column988396TotalRevenueColumn
Related Or Exempt Function Income6982RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$222,179ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total544463Total
Program Services544463ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total109798Total
Management And General76859ManagementAndGeneral
Fundraising32939Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total239957Total
Program Services194042ProgramServices
Management And General28697ManagementAndGeneral
Fundraising17218Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1292Total
Program Services862ProgramServices
Management And General269ManagementAndGeneral
Fundraising161Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total11223Total
Program Services7324ProgramServices
Management And General2599ManagementAndGeneral
Fundraising1300Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total28665Total
Program Services16125ProgramServices
Management And General8492ManagementAndGeneral
Fundraising4048Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total27312Total
Management And General27312ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total75855Total
Program Services75855ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total17873Total
Management And General11456ManagementAndGeneral
Fundraising6417Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total26637Total
Program Services11795ProgramServices
Management And General11881ManagementAndGeneral
Fundraising2961Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total178Total
Fundraising178Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total45134Total
Program Services24534ProgramServices
Management And General14440ManagementAndGeneral
Fundraising6160Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3102Total
Program Services1745ProgramServices
Management And General919ManagementAndGeneral
Fundraising438Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total18903Total
Fundraising18903Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total314Total
Management And General314ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total10884Total
Management And General10884ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2659Total
Management And General2659ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalFundraisingFundraisingManagement And GeneralManagementAndGeneral
DEVELOPMENT EXPENSES3165431654
MARKETING1476914769
SPECIAL EVENTS0
ANNUAL REPORT46754675
MISCELLANEOUS29782978

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2347Total
Management And General2188ManagementAndGeneral
Fundraising159Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1220672Total
Program Services876745ProgramServices
Management And General201947ManagementAndGeneral
Fundraising141980Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY32475BOY
EOY124767EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY765056BOY
EOY253288EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY103187BOY
EOY217505EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7894BOY
EOY10128EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis90286LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec52395LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY30318BOY
EOY37891EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY7976250BOY
EOY8619095EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8915180BOY
EOY9262674EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY13454BOY
EOY18018EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY1000BOY
EOY32430EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
EOY14680EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY532635BOY
EOY572478EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY547089BOY
EOY637606EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3613435BOY
EOY3780633EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2642723BOY
EOY2730727EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2111933BOY
EOY2113708EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8368091BOY
EOY8625068EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8915180BOY
EOY9262674EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-232276ReconcilationRevenueExpenses
Reconcilation Other Changes489253ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2714760CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1138709CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years697785CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year690766CurrentTaxYearMinus1Year
Current Tax Year759235CurrentTaxYear
Total6001255Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2714760CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1138709CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years697785CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year690766CurrentTaxYearMinus1Year
Current Tax Year759235CurrentTaxYear
Total6001255Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total408553AmountsSubstContributorsTotal
Public Support Total1705592702PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years135856CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years224247CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years256640CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year185383CurrentTaxYearMinus1Year
Current Tax Year184967CurrentTaxYear
Total987093Total
FieldValueIRS element (for citing)
Total Support6988348TotalSupport
Gross Receipts From Admissions Etc172105GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.80030PublicSupportPertcentage170
Public Support Pertcent Prior Year0.83360PublicSupportPertcentPriorYear
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 Held38NumberDAFsHeld
Donor Advised Contributions55228DonorAdvisedContributions
Grants Paid From Donor Funds249303GrantsPaidFromDonorFunds
Aggregate DAF Value4033486AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance4740507BeginningOfYearBalance
Contributions85075Contributions
Investment Earnings Or Losses435832InvestmentEarningsOrLosses
Grants Or Scholarships233686GrantsOrScholarships
Other Expenditures-103949OtherExpenditures
Administrative Expenses8892AdministrativeExpenses
End Of Year Balance5122785EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance4519119BeginningOfYearBalance
Contributions65612Contributions
Investment Earnings Or Losses334824InvestmentEarningsOrLosses
Grants Or Scholarships145732GrantsOrScholarships
Other Expenditures27961OtherExpenditures
Administrative Expenses5355AdministrativeExpenses
End Of Year Balance4740507EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4695884BeginningOfYearBalance
Contributions352011Contributions
Investment Earnings Or Losses-373634InvestmentEarningsOrLosses
Grants Or Scholarships110367GrantsOrScholarships
Other Expenditures37872OtherExpenditures
Administrative Expenses6903AdministrativeExpenses
End Of Year Balance4519119EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.24000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.41000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.35000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis33104OtherCostOrOtherBasis
Depreciation11310Depreciation
Book Value21794BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis55501OtherCostOrOtherBasis
Depreciation39404Depreciation
Book Value16097BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1681OtherCostOrOtherBasis
Depreciation1681Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings37891TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
FISCAL AGENT ACCOUNTS$4,254
AGENCY ENDOWMENTS$568,224
FieldValueIRS element (for citing)
Total Of Amounts572478TotalOfAmounts
Total Revenue988396TotalRevenue
Total Expenses1220672TotalExpenses
Excess Or Deficit For Year-232276ExcessOrDeficitForYear
Net Unrealized GL On Investments489253NetUnrealizedGLOnInvestments
Total Adjustments489253TotalAdjustments
Excess Or Deficit Per FS256977ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1557846TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments489253NetUnrealizedGainsInvestments
Other Revenues80197OtherRevenues
Revenue Not Rptd F990569450RevenueNotRptdF990
Revenue Subtotal988396RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990988396TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1300869TotExpensesEtcAuditedFinclStmt
Other Expenses Included80197OtherExpensesIncluded
Expenses Not Rptd F99080197ExpensesNotRptdF990
Expenses Subtotal1220672ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901220672TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR MAKING GRANTS TO OTHER NON-PROFIT ORGANIZATIONS.
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 XII, LINE 2D - OTHER ADJUSTMENTS:ADMIN FEE EXPENSES NETTED AGAINST ADMIN FEE REVENUE
PART XIII, LINE 2D - OTHER ADJUSTMENTS:ADMIN FEE EXPENSES NETTED AGAINST ADMIN FEE REVENUE

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (32 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
A PLACE TO TURN
90 HARTFORD STREETNATICKMA01760042790777501(C)(3)8500FOOD SUPPORT
ADOLESCENT CONSULTATION SERVICES
189 CAMBRIDGE STREETCAMBRIDGEMA02141043263996501(C)(3)5000GENERAL SUPPORT
CONGREGATION DORSHEI TZEDEK
60 HIGHLAND STREETWEST NEWTONMA024650431247817000GENERAL SUPPORT
ADVOCATES INC
1 CLARKS HILL SUITE 305FRAMINGHAMMA01702237451423501(C)(3)20042EMERGENCY HOUSING, EMERGENCY FAMILY SERVICES, PROGRAM SUPPORT, GENERAL SUPPORT
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457042103544501(C)(3)7000THOMPSON FAMILY ENDOWMENT, ROBERT HOLMES MEMORIAL SCHOLARSHIP FUND, BABSON COLLEGE - WELLESLEY HOUSING AUTHORITY PARTNERSHIP
CHARLES RIVER ASSOCIATION FOR RETARDED CITIZENS INC
59 EAST MILITIA HEIGHTS ROADNEEDHAMMA02492042393108501(C)(3)8832ART PROGRAMS AND CAMP OPPORTUNITIES
CHARLES RIVER WATERSHED ASSOCIATION
190 PARK ROADWESTONMA02493046136989501(C)(3)14586PERMITTING SERVICES AND CONSTRUCTION DOCUMENTS
CHESTERBROOK LEARNING CENTER
22 BROOKWAY ROADWALTHAMMA02452412253173501(C)(3)5000MENTORING, ACADEMIC AND ENRICHMENT AFTER SCHOOL
THIRD SECTOR NEW ENGLAND
89 SOUTH STREETBOSTONMA02111042261109501(C)(3)5000COMMUNITIES FOR RESTORATIVE JUSTICE - CYBER-BULLYING PREVENTION
COMMUNITY THERAPEUTIC DAY SCHOOL
187 SPRING STREETLEXINGTONMA02421222725934501(C)(3)11000SIBLING PROGRAM
COOPERATIVE ELDER SERVICES INC
9 MERIAM STREETLEXINGTONMA02420042680168501(C)(3)5000FINANCIAL ASSISTANCE TO ELDERS IN NEED OF IMMEDIATE HEALTH CARE
EMPLOYMENT OPTIONS INC
82 BRIGHAM STREETMARLBOROUGHMA01752237089596501(C)(3)5000PART-TIME PARENT PEER SPECIALIST
ENTER STAGE LEFT THEATER INC
98 HAYDEN ROWE STREETHOPKINTONMA01748043497501501(C)(3)5200PART-TIME ASSISTANT TO HELP WITH DEVELOPMENT OF A COMPREHENSIVE FUNDRAISING STRATEGY
FRIENDS OF RESILIENCY FOR LIFE
115 A STREETFRAMINGHAMMA01701412275638501(C)(3)7000ACADEMIC SUPPORT SERVICES PROGRAM
GORE PLACE SOCIETY
52 GORE STREETWALTHAMMA024536866042104254501(C)(3)5000CREATE SELF-GUIDED MULTI-MEDIA OUTDOOR TOURS AT GORE PLACE
GREATER WALTHAM ARC
56 CHESTNUT STREETWALTHAMMA02453042441728501(C)(3)7500SCHOOL TO WORK TRANSITIONS PROGRAM, RESPITE TIME FOR CAREGIVERS
HOUSEHOLD GOODS RECYCLING MINISTRY
530 MAIN STREETACTONMA01720043468139501(C)(3)5000TO PROVIDE HOUSEHOLD GOODS FREE OF CHARGE TO LOW INCOME CLIENTS
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREETFRAMIINGHAMMA017026265042730898501(C)(3)20000GENERAL SUPPORT, WILSON SCHOOL FAMILY SUPPORT PROGRAM
LAND'S SAKE INCORPORATED
27 CRESCENT STREETWESTONMA02493042702759501(C)(3)5000OPPORTUNITIES FOR ENVIRONMENTAL EDUCATION OF YOUTH
MORE THAN WORDS INC
376 MOODY STREETWALTHAMMA02453042784985501(C)(3)5000TRANSITIONS PROGRAM
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760042433772501(C)(3)8000FOOD SUPPORT, BEHAVIORAL HEALTH EVALUATION AND TREATMENT
ORGANIZATION FOR THE ASSABET RIVER
23 BRADFORD STREETCONCORDMA01742042963426501(C)(3)5000OUTREACH
PROGRAMS FOR PEOPLE
98 LINCOLN STREETFRAMINGHAMMA01702042609789501(C)(3)10000GENERAL SUPPORT
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA02454042735449501(C)(3)5000COMMUNITY BASED PREVENTION AND ADVOCACY PROGRAM
RENNIE CENTER FOR EDUCTION RESEARCH & POLICY
131 MOUNT AUBURN STREETCAMBRIDGEMA02138510548106501(C)(3)12500RESEARCH AND OUTREACH
ST MARY'S PARISH CENTER
22 SETON WAYRANDOLPHMA023686400GENERAL SUPPORT
ST MARY'S WOMEN AND CHILDREN'S CENTER
90 CUSHING AVENUEDORCHESTERMA02125043201844501(C)(3)5000SMALL CAN BE BIG PROGRAM
COMMUNITY FARMS OUTREACH
240 BEAVER STREETWALTHAMMA02452043261186501(C)(3)5000OUTREACH MARKET LOW INCOME FOOD SUPPORT PROGRAM
WATCH INC
517 MOODY STREETWALTHAMMA02453222918528501(C)(3)5000BREAKING BARRIERS PROGRAM
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK
1 FREDERICK ABBOTT WAYFRAMIINGHAMMA01701042630450501(C)(3)27000PART-TIME CAREER SPECIALIST, YOUTH STIPENDS
WELLESLEY HILLS JUNIOR WOMAN'S CLUB INC
PO BOX 81278WELLESLEYMA02481222512601501(C)(3)6500ANNUAL LUMINARY NIGHT
WOMEN OF MEANS
148 LINDEN STREETWELLESLEYMA02482043487205501(C)(3)20000PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants30TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: GRANTEES ARE REQUIRED TO REPORT GRANT PROGRAM RESULTS TO THE COMMUNITY FOUNDATION WITHIN EIGHT MONTHS OF RECEIVING THEIR GRANTS.Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions8NumberOfContributions
Noncash Contribs Rptd F990152119NoncashContribsRptdF990
Method Of Determining RevenuesQUOTED STOCK PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY USE:Identifier
Return ReferencePART I, LINE 32B:ReturnReference
ExplanationSTOCK CONTRIBUTIONS ARE SOLD BY INVESTMENT MANAGERS IMMEDIATELY UPON NOTIFICATION OF RECEIPT THEN THEY ARE REINVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11THE 990 IS REVIEWED BY THE AUDIT COMMITTEE WITH THE AUDITORS, THEN COPIES ARE PROVIDED TO ALL TRUSTEES FOR REVIEW AT THE NEXT FULL BOARD MEETING.
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 12C
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 B, LINE 15
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 18
THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEB SITE.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 489,253.FORM 990, PART XI, LINE 5:

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