STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

METROWEST HEALTH FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
METROWEST HEALTH FOUNDATION INC (EIN 04-2121342)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-01-15
IRS object ID
202440169349100429
Schema version
2022v5.0
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)
Return2024-01-15T11:02:39-06:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042121342EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1METROWEST HEALTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMETRBusinessNameControlTxt
Phone5088797625PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 WORCESTER ROAD SUITE 202AddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN COHENPersonNm
Person TitlePRESIDENT, CEOPersonTitleTxt
Phone5088797625PhoneNum
Signature2024-01-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARTINPersonFirstNm
Person LastCOHENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J WEBB CPAPreparerPersonNm
PTINP01584539PTIN
Phone5083669100PhoneNum
Preparation2024-01-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$108,119,250FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$420,660ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,087,133DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,087,133DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$894,450NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,792,481GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$894,450CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,402,243TotalRevAndExpnssAmt
Total Net Invst Incm$2,981,583TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$279,472CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$70,791CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$208,681CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$405,461OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$405,461OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$247,050PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$29,099PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$217,951PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$537LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$537LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$41,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$41,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$848,897OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$769,286OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$79,611OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$309,411TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$4,387DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$94,140OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,550OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$85,590OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,262TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,495TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,767TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$14,003PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$14,003PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$171,735OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$171,735OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,426,855TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$880,221TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,232,836TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,319,683ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,319,683ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,746,538TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$880,221TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,552,519TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,344,295ExcessRevenueOverExpensesAmt
Net Investment Income$2,101,362NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$255,483CashBOYAmt
Cash EOY$85,941CashEOYAmt
Cash EOYFMV$85,941CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,234,773SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,457,609SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,457,609SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$27,224AcctRcvblAmt
Acct Rcvbl BOY$35,844AcctRcvblBOYAmt
Acct Rcvbl EOY$27,224AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$27,224AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$56,878PrepaidExpensesBOYAmt
Prepaid Expenses EOY$69,779PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$69,779PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$4,997,052USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,829,548USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,829,548USGovtObligationsEOYFMVAmt
Corporate Stock BOY$41,876,213CorporateStockBOYAmt
Corporate Stock EOY$49,619,816CorporateStockEOYAmt
Corporate Stock EOYFMV$49,619,816CorporateStockEOYFMVAmt
Other Investments BOY$43,576,242OtherInvestmentsBOYAmt
Other Investments EOY$44,413,224OtherInvestmentsEOYAmt
Other Investments EOYFMV$44,413,224OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$150,533LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$143,234LandBldgEquipAccumDeprecAmt
Land BOY$6,818LandBOYAmt
Land EOY$7,299LandEOYAmt
Land EOYFMV$7,299LandEOYFMVAmt
Other Assets BOY$6,732,924OtherAssetsBOYAmt
Other Assets EOY$7,608,810OtherAssetsEOYAmt
Other Assets EOYFMV$7,608,810OtherAssetsEOYFMVAmt
Total Assets BOY$99,772,227TotalAssetsBOYAmt
Total Assets EOY$108,119,250TotalAssetsEOYAmt
Total Assets EOYFMV$108,119,250TotalAssetsEOYFMVAmt
Accounts Payable BOY$202,805AccountsPayableBOYAmt
Accounts Payable EOY$153,499AccountsPayableEOYAmt
Grants Payable BOY$2,848,435GrantsPayableBOYAmt
Grants Payable EOY$1,657,574GrantsPayableEOYAmt
Other Liabilities BOY$1,947,370OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,344,407OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,998,610TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,155,480TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$77,614,001NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$85,417,405NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$17,159,616DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$18,546,365DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$94,773,617TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$103,963,770TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$99,772,227TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$108,119,250TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$94,773,617TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,344,295ExcessRevenueOverExpensesAmt
Other Increases$10,534,448OtherIncreasesAmt
Subtotal$103,963,770SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$103,963,770TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIESP$3,951,538$4,132,394-$180,856-$180,856
ALTERNATIVE FUNDSP$1,000,000$142,945$857,055$857,0552022-10-012023-09-30
ALTERNATIVE FUNDSP$1,840,943$1,622,692$218,251$218,2512022-10-012023-09-30
FieldValueIRS element (for citing)
Capital Gain Net Income$894,450CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29,209InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$29,209SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$29,209TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$38,570EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$38,570TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,361OverpaymentAmt
Applied To ES Tax$9,361AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MWHEALTH.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARTIN COHEN PRESIDENT & CEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5088797625PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1161 WORCESTER ROAD SUITE 202AddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTIN COHEN
161 WORCESTER RDFRAMINGHAMMA01701PRESIDENT/ CEO40.00$279,472$60,281$0
WILLIAM GRAHAM
161 WORCESTER RDFRAMINGHAMMA01701CHAIR5.00$0$0$0
ANNA CAROLLO CROSS
161 WORCESTER RDFRAMINGHAMMA01701VICE CHAIR5.00$0$0$0
JOHN CORRON
161 WORCESTER RDFRAMINGHAMMA01701TREASURER5.00$0$0$0
CAROL GLOFF
161 WORCESTER RDFRAMINGHAMMA01701CLERK5.00$0$0$0
LINO COVARRUBIAS
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
KATHLEEN HERRMAN
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
WILLIAM IBERG
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
COLEEN TORONTO
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE (UNTIL 12/2022)5.00$0$0$0
JAMES HICKS
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
MARI BARRERA
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
CLAIRE LEVESQUE
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
GILLIAN CARCIA
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
CHERYL AGLIO GIRELLI
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
REBECCA DONHAM
161 WORCESTER RDFRAMINGHAMMA01701SENIOR PROGRAM OFFIC36.00$124,445$49,090$0
CATHY GLOVER
161 WORCESTER RDFRAMINGHAMMA01701GRANTS MANAGEMENT DI35.00$115,107$41,302$0
KATHERINE BAKER
161 WORCESTER RDFRAMINGHAMMA01701POLICY ANALYST40.00$83,884$42,189$0
REBECCA GALLO
161 WORCESTER RDFRAMINGHAMMA01701SENIOR PROGRAM OFFIC35.00$105,000$11,604$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PRIME BUCHHOLZ & ASSOCIATES
273 CORPORATE DRIVEPORTSMOUTHNH03801INVESTMENT CONSULTING$80,437
STATE STREET CORPORATION
PO BOX 75199CHICAGOIL60675INVESTMENT BANKING$59,276
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description11. THE FOUNDATION PROVIDED EXTENSIVE LEADERSHIP, RESEARCH, DATA COLLECTION AND PROGRAM SUPPORT TO IMPROVE HEALTH AND HEALTH CARE SERVICES TO THE 25 COMMUNITIES IN THE METROWEST AREA OF MASSACHUSETTS. 2. THE FOUNDATION AWARDED GRANTS IN EXCESS OF $3.4 MILLION TO IMPROVE THE HEALTH OF THE METROWEST RESIDENTS. THESE GRANTS PROVIDED FUNDING TO NONPROFIT COMMUNITY ORGANIZATIONS AND MUNICIPAL GOVERNMENTS FOR A VARIETY OF PROGRAMS THAT SERVE ELDERS, YOUTH AND SPECIAL POPULATIONS SUCH AS THE HOMELESS AND INDIGENT.3. THE FOUNDATION PROVIDED $224,000 IN SCHOLARSHIPS ENABLING 57 RESIDENTS TO PURSUE DEGREE PROGRAMS IN NURSING, MEDICINE, AND THE ALLIED HEALTH PROFESSIONS. 4. THE FOUNDATION SUPPORTED A VARIETY OF TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES TO IMPROVE HEALTH, WELLNESS AND ADDRESS RACIAL AND ETHNIC INEQUALITY IN THE REGION.5. THE FOUNDATION RESPONDED TO THE COVID-19 PANDEMIC BY PROVIDING SUPPORT TO LOCAL PUBLIC HEALTH ENTITIES AND THROUGH DATA COLLECTION AND DISSEMINATION.Description1Txt
Expenses1$479,620Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$42,298,999AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$946,376AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$56,971,736FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$100,217,111TotalFMVOfUnusedAssetsAmt
Reduction Claimed$7,104,287ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$100,217,111AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,503,257CashDeemedCharitableAmt
Net Vl Noncharitable Assets$98,713,854NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,935,693MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,935,693MinimumInvestmentReturnAmt
Tax Based On Investment Income$29,209TaxBasedOnInvestmentIncomeAmt
Total Tax$29,209TotalTaxAmt
Distributable Before Adj$4,906,484DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,906,484DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,906,484DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,552,519ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$4,868CharitableAssetsAcquisPaidAmt
Qualifying Distributions$3,557,387QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,906,484DistributableAsAdjustedAmt
Undistributed Income PY$2,600,076UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,557,387QualifyingDistributionsAmt
Applied To Year1$2,600,076AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$356,165TreatedAsDistriFromCorpusAmt
Applied To Current Year$601,146AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$356,165TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,305,338UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$356,165CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
MARTIN COHEN PRESIDENT METROWEST HE
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA017015088797625APPLICATIONS MUST FOLLOW A STANDARD REQUEST FOR PROPOSALS THAT INCLUDES A DESCRIPTION OF THE UNMET HEALTH NEED TO BE ADDRESSED, PROGRAM GOALS AND OBJECTIVES, BUDGET, AND BUDGET NARRATIVE.THE FOUNDATION HAS TWO SUBMISSION DEADLINES PER YEAR (SPRING/FALL).AWARDS ARE LIMITED TO PROPOSALS THAT ADDRESS AN UNMET HEALTH NEED IN THE 25-TOWN AREA SERVED BY THE FOUNDATION. ELIGIBLE APPLICANTS ARE EITHER TAX- EXEMPT ORGANIZATIONS 501(C)(3) OR GOVERNMENTAL ENTITIES. SEE THE FOUNDATION'S WEB SITE AT WWW.MWHEALTH.ORG FOR FURTHER INFORMATION.
MARTIN COHEN PRESIDENT METROWEST HE
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA017015088797625COMPLETED CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND FEDERAL FINANCIAL AID FORM.APPLICATIONS SHOULD BE SUBMITTED TO THE FOUNDATION OFFICE.SCHOLARSHIPS ARE AVAILABLE FOR CERTAIN NURSING, MEDICAL AND CLINICAL PROGRAMS, AND ARE BASED ON FINANCIAL NEED, ACADEMIC PERFORMANCE, AND DEMONSTRATED MOTIVATION AND CHARACTER TO OBTAIN A FORMAL EDUCATION IN A NURSING, MEDICAL OR CLINICAL PROFESSION. SCHOLARSHIPS ARE LIMITED TO RESIDENTS OR EMPLOYEES OF TOWNS IN THE FOUNDATION'S SERVICE AREA. APPLICANTS MUST COMPLETE A CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND SUBMIT ALL REQUIRED ATTACHMENTS TO THE FOUNDATION OFFICE. STUDENTS MUST ALSO COMPLETE A FEDERAL FINANCIAL AID FORM. APPLICATIONS ARE REVIEWED BY THE FOUNDATION'S SCHOLARSHIP COMMITTEE AS THEY ARE RECEIVED AND MAY BE SUBMITTED BETWEEN APRIL 15TH AND MAY 31ST AND OCTOBER 15TH AND NOVEMBER 30TH. SCHOLARSHIPS ARE AWARDED FOR TUITION FEES ONLY UP TO A MAXIMUM OF $4,000.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760PCFOOD PANTRY$25,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCINCREASE ACCESS TO BEHAVIORAL HEALTHCARE FOR SPANISH SPEAKING INDIVIDUALS AND FAMILIES$25,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - STEPHANIE O'NEIL$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - LUSIANNA CASTILLO$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - SYDNEY STAUBACH$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST CARE CONNECTION$241,546
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - KATE TORPEY$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - EMERY DURNAN$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
AMAZING THINGS ARTS CENTER INC
160 HOLLIS STFRAMINGHAMMA01702PCVOICES OF THE COMMUNITY$62,500
ASHLAND HEALTH DEPARTMENT
101 MAIN STREETASHLANDMA01721PCASHLAND CHILDHOOD VACCINATION CLINIC$20,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
ASSUMPTION UNIVERSITY
500 SALISBURY STREETWORCESTERMA01609GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
BELLINGHAM PUBLIC SCHOOLS
4 MECHANIC STREETBELLINGHAMMA02019PCBPS CHILD AND YOUTH MENTAL HEALTH GRANT$15,850
BELLINGHAM SENIOR CENTER & COUNCIL ON AGING
40 BLACKSTONE STREETBELLINGHAMMA02019PCMETROWEST HEALTH INTERNSHIP - JAMES MAGUIRE$3,500
BELLINGHAM SENIOR CENTER & COUNCIL ON AGING
40 BLACKSTONE STREETBELLINGHAMMA02019PCMETROWEST HEALTH INTERNSHIP - KUSH MEHTA$5,400
BETHANY HEALTH CARE CENTER
97 BETHANY ROADFRAMINGHAMMA01702PCINNOVATE APPROACHES IMPROVE RESIDENT CARE$20,000
BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467GOVNURSING SCHOLARSHIP$4,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUE LYONS HALLCHESTNUT HILLMA02467GOVNURSING SCHOLARSHIP$4,000ROOM 103
BOSTON UNIVERSITY
25 BUICK STREET SUITE 130BOSTONMA02215GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
BOSTON UNIVERSITY
25 BUICK STREET SUITE 130BOSTONMA02215GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
BOYS & GIRLS CLUB OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752PCSMART GIRLS IN ACTION$45,000
BRIDGEWATER STATE UNIVERSITY
131 SUMMER STBRIDGEWATERMA02325GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
BUNKER HILL COMMUNITY COLLEGE
250 RUTHERFORD AVEBOSTONMA02129GOVNURSING SCHOLARSHIP$4,000
CHICA PROJECT
1266 FURNACE BROOK PKWYQUINCYMA02169PCSTRENGTHENING THE MENTAL HEALTH OF LATINX AND OTHER YOUNG WOMEN OF COLOR IN THE FRAMINGHAM PUBLIC SCHOOLS$20,285
COLBY-SAWYER COLLEGE
541 MAIN STREETNEW LONDONNH03257GOVNURSING SCHOLARSHIP$4,000
COMMUNITY FOUNDATION FOR METROWEST
3 ELIOT STREETNATICKMA01760PCRAM FRAMINGHAM CLINIC$5,000
COMMUNITY FOUNDATION FOR METROWEST
3 ELIOT STREETNATICKMA01760PCNEW IMMIGRANT HEALTH$20,000
COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202PCMEMBERSHIP DUES 2023$9,000
DE NOVO CENTER FOR JUSTICE & HEALING
47 THORNDIKE STREET SB-LL-1CAMBRIDGEMA02141PCLEGAL MENTAL HEALTH TEAM PILOT PROJECT$27,789
DOC WAYNE YOUTH SERVICES INC
418 COMMONWEALTH AVENUEBOSTONMA02215PCCHALK TALK GROUP THERAPY$25,000
DUKE UNIVERSITY SCHOOL OF MEDICINE
40 DUKE MEDICINE CIRDURHAMNC27710GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PCPROMOTING GIRLS' DIGITAL WELLNESS$25,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCMILFORD HEALTH CENTER$250,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBUILDING PIPELINES TO SUPPORT INSURANCE NEEDS IN METROWEST$20,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - ORAL HEALTH$50,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$175,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$150,000200
EMORY UNIVERSITY SCHOOL OF MEDICINE
300 BOISFEUILLET JONES CENTER 200ATLANTAGA303221960GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000DOWMAN DRIVE
FAIRFIELD UNIVERSITY
MCAULIFFE HALL ROOM 111 1073 NORTHFAIRFIELDCT06824GOVNURSING SCHOLARSHIP$4,000BENSON ROAD
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCCOACHING FAMILIES TO SUSTAINABILITY$25,000
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCLIFE PROGRAM$25,000
FRAMINGHAM HEALTH DEPARTMENT
150 CONCORD STREET SUITE 221FRAMINGHAMMA01702PCFATAL OVERDOSE GRIEF OUTREACH$10,000
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702PCINCREASING MENTAL BEHAVIORAL HEALTH SUPPORTS FOR STUDENTS$50,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STEETFRAMINGHAMMA01701GOVNURSING SCHOLARSHIP$4,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREETFRAMINGHAMMA01701GOVNURSING SCHOLARSHIP$4,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREETFRAMINGHAMMA01701GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
FRANKLIN FOOD PANTRY
43 WEST CENTRAL STREET PO BOX 116FRANKLINMA02038PCORGANIZATIONAL AND STRATEGIC PLANNING$20,000
FRANKLIN PIERCE UNIVERSITY
40 UNIVERSITY DRRINDGENH03461GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - SHANIA BIGLER$7,500
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - OLIVIA BLACKMON$7,500
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - REBECCA DIMARCO$7,500
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - SAYAKA KOGA$7,500
GEORGETOWN UNIVERSITY SCHOOL OF MEDICINE
3900 RESERVOIR ROAD NWWASHINGTONDC20007GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
GRANT MAKERS IN HEALTH
1100 CONNECTICUT AVE NWSUITE 1200WASHINGTONDC20036PCMEMBERSHIP DUES$8,725
HARVARD MEDICAL SCHOOL
25 SHATTUCK STREET A211BOSTONMA02115GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCMETROWEST COVID-19 VACCINATION ENGAGEMENT PROGRAM$30,000
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$25,000
HOCKOMOCK AREA YMCA - BERNON FAMILY BRANCH
45 FORGE HILL ROADFRANKLINMA02038PCMENTAL HEALTH FIRST AID$20,000
HOLLISTON COUNCIL ON AGING
150 GOULDING STHOLLISTONMA01746PCHOLLISTON'S 55+ COMMUNITY SURVEY$12,500
HOLLISTON PUBLIC SCHOOLS
370 HOLLIS STREETHOLLISTONMA01746PCESTABLISHING A DATA DRIVEN SEL / MH APPROACH$12,500
HOLLISTON YOUTH & FAMILY SERVICES
1750 WASHINGTON STREETHOLLISTONMA01746PCMETROWEST HEALTH INTERNSHIP - KATIE LITTLE$2,500
HOLLISTON YOUTH & FAMILY SERVICES
1750 WASHINGTON STREETHOLLISTONMA01746PCMETROWEST HEALTH INTERNSHIP - OLIVIA COLOMBO$2,500
HOPEDALE PUBLIC SCHOOLS
25 ADIN STREETHOPEDALEMA01747PCMULTI TIERED SYSTEM OF SUPPORT COUNSELING PROGRAM$48,934
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749PCMETROWEST FOOD COLLABORATIVE$15,000
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - KATHERINE GREENBERG$7,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - IVETA STANTCHEVA$7,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - ROBERT GREENBERG$7,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCELECTRONIC HEALTH RECORD SYSTEM AT THE HUMAN RELATIONS SERVICE$25,000
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - LAINIE FERGUSON$7,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - LILY WALSH$7,500
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
281 PLEASANT STREETFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - FERNANDA MENDEZ$5,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCBI-LINGUAL CASEWORKER FOR FPS WELCOME CENTER RESOURCE ROOM$10,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCAFGHAN EVACUEE RESETTLEMENT PROJECT$10,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCCENTRAL/INTEGRATED DATA COLLECTION, STORAGE & ANALYTICS$12,495
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCFRAMINGHAM OLDER ADULT HOMESHARE PILOT$12,500
LATINO HEALTH INSURANCE PROGRAM INC
88 WAVERLY STREET SUITE 150 1STFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$100,000FLOOR
LEARNING CENTER FOR THE DEAF
848 CENTRAL STREETFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - ZACH DUMAY$7,500
LEARNING CENTER FOR THE DEAF
848 CENTRAL STREETFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - JENNY LECA$7,500
LOVIN' SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - SUPPORT SERVICES$50,000
LOYOLA UNIVERSITY OF CHICAGO
6339 N SHERIDAN ROADCHICAGOIL60660GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
MASS COLLEGE OF PHARMACY & HEALTH SCIENCES
25 FOSTER STREETWORCESTERMA01608GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
MASS GENERAL INSTITUTE OF HEALTH PROFESSIONS
36 1ST AVENUEBOSTONMA02129GOVNURSING SCHOLARSHIP$4,000
MASSACHUSETTS BAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481PCBEHAVIORAL HEALTH WORKFORCE CURRICULUM$4,840
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481GOVNURSING SCHOLARSHIP$4,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEYMA02481GOVNURSING SCHOLARSHIP$4,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481GOVNURSING SCHOLARSHIP$4,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481GOVNURSING SCHOLARSHIP$4,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481GOVNURSING SCHOLARSHIP$4,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481GOVNURSING SCHOLARSHIP$4,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STWELLESLEYMA02481GOVNURSING SCHOLARSHIP$4,000
MEDWAY PUBLIC SCHOOLS
45 HOLLISTON STREETMEDWAYMA02053PCMENTAL HEALTH ONLINE LEARNING MODULE$18,631
METRO COMMUNITY DEVELOPMENT CORPORATION
40 MECHANIC ST SUITE 300MARLBOROUGHMA01752PCMCDC HIRES MSW-TRAINED STAFF$10,000
METROWEST FREE MEDICAL PROGRAM
246 MAPLE STREET SUITE 1MARLBOROUGHMA01752PCEQUIPPING NEW SPACE FOR PATIENTS$14,200
METROWEST FREE MEDICAL PROGRAM
246 MAPLE STREET SUITE 1MARLBOROUGHMA01752PCBASIC HEALTH NEEDS - PRIMARY CARE$50,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCPHE MASSHEALTH REDETERMINATION PROJECT$50,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCAFGHAN REFUGEE LEGAL ASSISTANCE$12,500
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - SUPPORT SERVICES$75,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCHOUSING STABILITY PROJECT$12,500
METROWEST MEDIATION SERVICES
220 NORTH MAIN ST SUITE 106NATICKMA01760PCHOUSING MEDIATION PROGRAM$25,000
METROWEST NONPROFIT NETWORK INC
PO BOX 1661FRAMINGHAMMA01701PCVOICES OF THE COMMUNITY (VTC)$117,358
METROWEST WORKER CENTER
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCSTRIVING FOR EQUITY: A COMMUNITY HEALTH WORKER MODEL$29,413
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701PCTACKLING TEEN RESILIENCY$50,000
MILFORD PUBLIC SCHOOLS
31 W FOUNTAIN STREETMILFORDMA01757PCWEAVE PROGRAM$19,300
MILFORD PUBLIC SCHOOLS
31 W FOUNTAIN STREETMILFORDMA01757PCMILFORD PUBLIC SCHOOLS TRIANGLE OF SUPPORT: CONNECTING THE SCHOOL, HOME, AND COMMUNITY$10,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCNSC FOOD PANTRY MANAGER POSITION$7,500
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCTO SUPPORT THE FOOD PANTRY.$25,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCSTABILITY: CAREER DEVELOPMENT & CASE MANAGEMENT$12,500
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCNSC IWAVE WEALTH SEARCH ENGINE$4,750
NEEDHAM COMMUNITY COUNCIL
570 HILLSIDE AVENEEDHAMMA02494PCTRANSPORTATION OF LAST RESORT$10,000
NEEDHAM HEALTH AND HUMAN SERVICES DEPARTMENT
178 ROSEMARY STREETNEEDHAMMA02494PCA REQUEST FOR INCREASED FUNDING FOR CLINICAL SUPERVISION$4,000
NEEDHAM PUBLIC SCHOOLS
1330 HIGHLAND AVENUENEEDHAMMA02492PCPOLLARD MIDDLE SCHOOL WELLNESS INITIATIVE$5,000
NEEDHAM YOUTH & FAMILY SERVICES DIVISION
1471 HIGHLAND AVENUENEEDHAMMA02492PCMETROWEST HEALTH INTERNSHIP - GRACE BURNHAM$7,500
NORFOLK PUBLIC SCHOOLS
70 BOARDMAN STREETNORFOLKMA02056PCSTRENGTHENING GIRLS' MENTAL HEALTH$15,000
NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS
53 PARKERVILLE ROADSOUTHBOROUGHMA01772PCEXPANDING SOCIAL EMOTIONAL LEARNING PROGRAMS IN THE NORTHBOROUGH AND SOUTHBOROUGH SCHOOLS$8,000
NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS
53 PARKERVILLE ROADSOUTHBOROUGHMA01772PCIN-PERSON LICENSED CLINICIAN HOURS FOR NORTHBOROUGH PUBLIC SCHOOLS$50,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUEBOSTONMA02115GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
OPEN TABLE INC
PO BOX 42CONCORDMA01742PCHUDSON MOBILE PROGRAMS$7,000
PALM BEACH ATLANTIC UNIVERSITY
PO BOX 24708WEST PALM BEACHFL334014708GOVNURSING SCHOLARSHIP$4,000
PROJECT JUST BECAUSE
77 SOUTH STREETHOPKINTONMA01748PCNUTRITION AWARENESS PROGRAM FOR METROWEST CHILDREN.$14,653
QUINSIGAMOND COLLEGE
670 W BOYLSTON STWORCESTERMA01606GOVNURSING SCHOLARSHIP$4,000
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493GOVNURSING SCHOLARSHIP$4,000
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493GOVNURSING SCHOLARSHIP$4,000
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493GOVNURSING SCHOLARSHIP$4,000
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCSTRENGTHENING BEHAVIORAL HEALTH SERVICES FOR SURVIVORS AND TRAINING FOR CLINICAL STUDENTS$7,500
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCSURVIVOR-DIRECTED HOUSING$13,670
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$50,000
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT06825GOVNURSING SCHOLARSHIP$2,000
SAINT ANSELM COLLEGE
100 ST ANSELM DRGOFFSTOWNNH03102GOVNURSING SCHOLARSHIP$4,000
SAINT ANSELM COLLEGE
100 ST ANSELM DRIVEGOFFSTOWNNH03102GOVNURSING SCHOLARSHIP$4,000
SALEM STATE UNIVERSITY
352 LAFAYETTE STREETSALEMMA01970GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
SIMMONS COLLEGE
300 THE FENWAYBOSTONMA02115GOVNURSING SCHOLARSHIP$4,000
SIMMONS COLLEGE
300 THE FENWAYBOSTONMA02115GOVNURSING SCHOLARSHIP$4,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP PROGRAM - LAURA ERICKSON$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP PROGRAM - ERIC ASHMORE$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP PROGRAM - ROBYN WESTERVELT$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCSMOC WEBSITE ACCESSIBILITY REDESIGN$25,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP PROGRAM - ALLISON GERMANO$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP PROGRAM - MOIRA FREEMAN$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCSMOC DAY CENTER$24,992
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCCLIENT DATA SYSTEMS CONSOLIDATION INITIATIVE$10,000
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCBUILDING SPARKS ORGANIZATIONAL CAPACITY WHILE FOSTERING CONNECTION + POSITIVE HEALTH OUTCOMES$24,990
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCCOMMUNITY APPROACH TO ADDRESSING IDENTITY BASED BULLYING$13,011
SPRINGFIELD COLLEGE
263 ALDEN STSPRINGFIELDMA01109GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
SPRINGFIELD COLLEGE
263 ALDEN STREETSPRINGFIELDMA01109GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
TOWN OF FRANKLIN
FRANKLIN COMMUNITY CENTER355 EASTFRANKLINMA02038PCPROJECT LOCKER$10,000CENTRAL STREET
TOWN OF NATICK
13 EAST CENTRAL STREETNATICKMA01760PCALL ABOARD$20,000
TOWN OF NATICK
13 EAST CENTRAL STREETNATICKMA01760PCCARDIAC SCREENING FOR PUBLIC SAFETY$64,500
TRI-VALLEY INC
10 MILL STREETDUDLEYMA01571PCCLINICAL CARE COORDINATOR$12,500
TUFTS UNIVERSITY
136 HARRISON AVENUEBOSTONMA02111GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
UNIVERSITY OF DELAWARE
116 STUDENT SERVICES BUILDINGNEWARKDE19716GOVNURSING SCHOLARSHIP$4,000
UNIVERSITY OF MASSACHUSETTS
100 WILLIAM T MORRISSEY BLVDBOSTONMA021253393GOVNURSING SCHOLARSHIP$4,000
UNIVERSITY OF RHODE ISLAND
45 UPPER COLLEGE RDKINGSTONRI02881GOVNURSING SCHOLARSHIP$4,000
UNIVERSITY OF RHODE ISLAND
6 RHODY RAM WAYKINGSTONRI02881GOVNURSING SCHOLARSHIP$2,000
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCEDUCATING GRANT RECIPIENTS AROUND DIVERSITY, EQUITY, AND INCLUSION TO BETTER ADDRESS HEALTH EQUITY ISSUES$10,974
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCRACIAL TRAUMA TRAINING AND ARC MODEL IMPLEMENTATION AT WAYSIDE$25,000
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCA 4-PART MINI-COHORT APPROACH FOR EQUITY TRAINING$13,992
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCREDUCING HOMELESSNESS AMONG LATINX YOUTH AND YOUNG ADULTS$25,000
WESTBOROUGH PUBLIC SCHOOLS
45 WEST MAIN STREETWESTBOROUGHMA01581PCUNIVERSAL SCREENING AT WESTBOROUGH HIGH SCHOOL$28,750
WILLIAM JAMES COLLEGE
ONE WELLS AVENUENEWTONMA02459GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
ONE WELLS AVENUENEWTONMA02459GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
1 WELLS AVENUENEWTONMA02459GOVMEDICAL/CLINICAL SCHOLARSHIP$4,000
WOMEN MAKE MOVIES
115 WEST 29TH STREET SUITE 1200NEW YORKNY10001PCRECOVERY CITY DOCUMENTARY$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,510,548TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,087,133ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$894,450ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,981,583ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,981,583TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BOSTON FOUNDATIONPFAFF FUND
175 ARLINGTON STREETBOSTONMA02116$35,456Yes (X)
BNY MELLON BANKCHICKERING FUND
2201 WASHINGTON STREETBOSTONMA02108$330,076Yes (X)
US TRUSTCLARK FOUNDATION
3100 WESTMINSTER STREETPROVIDENCERI02903$15,672Yes (X)
US TRUSTSARAH E WHITE TRUST
4100 WESTMINSTER STREETPROVIDENCERI02903$10,417Yes (X)
ESTATE OF DOROTHY PHILLIPS
5439 WORCESTER ROADFRAMINGHAMMA01701$26,040Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$41,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$41,500DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyFIXED ASSETSPropertyDesc
Cost Or Other Basis$150,533CostOrOtherBasisAmt
Prior Year Depreciation$143,234PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Rt0.000000000000Rt
Current Year Expense$0CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionMETROWEST RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS AND DISTRIBUTED AN AMOUNT EQUAL IN VALUE TO THE CONTRIBUTIONS RECEIVED. AS SUCH METROWEST IS ELECTING TO DISTRIBUTE THE QUALIFYING DISTRIBUTIONS OUT OF CORPUS PURSUANT TO REGULATION 53.4942(A)-3(D)(2).THE TRUST DISTRIBUTIONS INCLUDE THE FOLLOWING:1. CHICKERING TRUST C/O MELLON BANK- $330,0762. CLARK TRUST C/O BANK OF AMERICA- $15,6723. SARAH WHITE TRUST C/O BANK OF AMERICA- $10,417ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GLOBAL EQUITIES - EQUITIES$22,658,074$22,658,074
US EQUITIES - EQUITIES$26,961,742$26,961,742

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,829,548USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,829,548USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CREDIT OBLIGATION - FIXED INCOMEFMV$7,496,426$7,496,426
BOND FUNDS - FIXED INCOMEFMV$3,360,288$3,360,288
HEDGE FUNDS - ALTERNATIVE INVESTMENTSFMV$24,011,117$24,011,117
REAL ESTATE FUND - ALTERNATIVE INVESTMENTSFMV$9,545,393$9,545,393

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED ASSETSCategoryOrItemTxt
Cost Or Other Basis$150,533CostOrOtherBasisAmt
Accumulated Depreciation$143,234AccumulatedDepreciationAmt
Book Value$7,299BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$537LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$537DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BENEFICIAL INTERESTS IN PERPETUAL TRUSTS$6,732,924$7,104,287$7,104,287
RIGHT-OF-USE ASSET - OPERATING$504,523$504,523

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEB & COMPUTER SUPPORT$67,674$0$0$67,674
INSURANCE$9,317$0$0$9,317
EQUIPMENT RENTAL$7,313$0$0$7,313
OFFICE SUPPLIES AND SUPPORT$87,431$0$0$87,431

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$10,023,755
GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS$371,363
CHANGE IN DEFERRED EXCISE TAXES$139,330

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAXES$281,619$420,949
FUNDS HELD FOR OTHERS$1,665,751$1,401,406
OPERATING LEASE LIABILITY$0$522,052

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES$160,048$80,437$0$79,611
INVESTMENT FEES$688,849$688,849$0$0

Reduction Explanation Statement ReductionExplanationStatement

FieldValueIRS element (for citing)
Short ExplanationTHE VALUE OF THE ASSET BEFORE THE REDUCTION CLAIMED ABOVE AS OF SEPTEMBER 30, 2023 WAS $7,104,287. THE DISCOUNT CLAIMED IS 100% OF THE ASSET VALUE DUE TO CERTAIN RESTRICTIONS ON THE ASSET AS NOTED. THE FOUNDATION RECORDS ITS DESIGNATED INTEREST IN OUTSIDE PERPETUAL TRUSTS WHERE THE TRUSTEES DO NOT HAVE VARIANCE POWER. THE FOUNDATION COMPUTES ITS INTEREST BY MULTIPLYING ITS DESIGNATED INTEREST PERCENTAGE BY THE VALUE OF THE INVESTMENTS OF THE TRUST. THE TRUSTEES OF THE VARIOUS PERPETUAL TRUSTS RETAIN ALL DISCRETION OVER THE INVESTMENT AND DISTRIBUTION OF TRUST ASSETS. THE FOUNDATION CLAIMS A BLOCKAGE ASSOCIATED WITH THE FULL VALUE OF ITS INTEREST IN PERPETUAL TRUSTS. ASSETS DISTRIBUTED FROM THE TRUSTS ARE USED TO SATISFY PRIVATE FOUNDATION DISTRIBUTION REQUIREMENTS FOR EACH TRUST. AS SUCH, THE DISTRIBUTIONS MADE BY THE FOUNDATION FROM TRUST INCOME ARE ADJUSTED FROM THE FOUNDATION'S QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION FROM CORPUS PURSUANT TO 53.4942(A)-3(D)(2).ShortExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX EXPENSECategoryTxt
Amt$309,411Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt