STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

METROWEST HEALTH FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
METROWEST HEALTH FOUNDATION INC (EIN 04-2121342)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-01-12
IRS object ID
202300129349101115
Schema version
2021v4.2
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)
Return2023-01-12T13:57:27-06:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

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 Begin2021-10-01TaxPeriodBeginDt

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
Signature2022-12-13SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J WEBB CPAPreparerPersonNm
PTINP01584539PTIN
Phone5083669100PhoneNum
Preparation2022-12-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$99,772,227FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$363,718ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,546,924DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,546,924DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,879,815NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,322,109GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,879,815CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,790,457TotalRevAndExpnssAmt
Total Net Invst Incm$5,426,739TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$279,472CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$68,692CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$210,780CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$413,258OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$413,258OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$229,272PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$26,036PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$203,236PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$500LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$39,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$39,725AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$178,797OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$89,289OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$89,508OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$60,854TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$3,965DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$127,745OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$14,751OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$112,994OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,701TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$175TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$6,526TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$15,771PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$15,771PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$577,746OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$455,203OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$122,543OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,933,806TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$654,146TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,214,841TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,028,594ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,039,658ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,962,400TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$654,146TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,254,499TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,171,943ExcessRevenueOverExpensesAmt
Net Investment Income$4,772,593NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$193,015CashBOYAmt
Cash EOY$255,483CashEOYAmt
Cash EOYFMV$255,483CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,166,447SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,234,773SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,234,773SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$35,844AcctRcvblAmt
Acct Rcvbl BOY$51,939AcctRcvblBOYAmt
Acct Rcvbl EOY$35,844AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$35,844AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$32,439PrepaidExpensesBOYAmt
Prepaid Expenses EOY$56,878PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$56,878PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$4,469,634USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,997,052USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,997,052USGovtObligationsEOYFMVAmt
Corporate Stock BOY$57,036,509CorporateStockBOYAmt
Corporate Stock EOY$41,876,213CorporateStockEOYAmt
Corporate Stock EOYFMV$41,876,213CorporateStockEOYFMVAmt
Other Investments BOY$50,135,681OtherInvestmentsBOYAmt
Other Investments EOY$43,576,242OtherInvestmentsEOYAmt
Other Investments EOYFMV$43,576,242OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$148,467LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$141,649LandBldgEquipAccumDeprecAmt
Land BOY$6,220LandBOYAmt
Land EOY$6,818LandEOYAmt
Land EOYFMV$6,818LandEOYFMVAmt
Other Assets BOY$8,405,193OtherAssetsBOYAmt
Other Assets EOY$6,732,924OtherAssetsEOYAmt
Other Assets EOYFMV$6,732,924OtherAssetsEOYFMVAmt
Total Assets BOY$122,497,077TotalAssetsBOYAmt
Total Assets EOY$99,772,227TotalAssetsEOYAmt
Total Assets EOYFMV$99,772,227TotalAssetsEOYFMVAmt
Accounts Payable BOY$210,801AccountsPayableBOYAmt
Accounts Payable EOY$202,805AccountsPayableEOYAmt
Grants Payable BOY$2,859,498GrantsPayableBOYAmt
Grants Payable EOY$2,848,435GrantsPayableEOYAmt
Other Liabilities BOY$2,312,382OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,947,370OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,382,681TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,998,610TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$96,297,204NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$77,614,001NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$20,817,192DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$17,159,616DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$117,114,396TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$94,773,617TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$122,497,077TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$99,772,227TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$117,114,396TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,171,943ExcessRevenueOverExpensesAmt
Other Increases$274,822OtherIncreasesAmt
Subtotal$116,217,275SubtotalAmt
Other Decreases$21,443,658OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$94,773,617TotNetAstOrFundBalancesEOYAmt

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$13,249,977$13,662,660-$412,683-$412,683
ALTERNATIVE FUNDSP$3,390,807$447,222$2,943,585$2,943,5852021-10-012022-09-30
ALTERNATIVE FUNDSP$1,681,325$332,412$1,348,913$1,348,9132021-10-012022-09-30
FieldValueIRS element (for citing)
Capital Gain Net Income$3,879,815CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$66,339InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$66,339SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$66,339TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$86,174EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$86,174TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$19,835OverpaymentAmt
Applied To ES Tax$19,835AppliedToESTaxAmt
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
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
Individual With BooksMARTIN COHEN PRESIDENT CEOIndividualWithBooksNm
Phone5088797625PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1161 WORCESTER ROADAddressLine1Txt
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 (15 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$60,716$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
ALAN GELLER
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE (UNTIL 12/21)5.00$0$0$0
KATHLEEN HERRMAN
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
WILLIAM IBERG
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$0$0$0
JOHN KRIKORIAN
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE (UNTIL 12/21)5.00$0$0$0
COLEEN TORONTO
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE5.00$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 RDFRAMINGHAMMA01701TRUSTEE (AS OF 1/22)5.00$0$0$0
GILLIAN CARCIA
161 WORCESTER RDFRAMINGHAMMA01701TRUSTEE (AS OF 1/22)5.00$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$120,817$49,276$0
CATHY GLOVER
161 WORCESTER RDFRAMINGHAMMA01701GRANTS MANAGEMENT DI35.00$109,626$40,536$0
KATHERINE BAKER
161 WORCESTER RDFRAMINGHAMMA01701POLICY ANALYST40.00$76,690$37,134$0
REBECCA GALLO
161 WORCESTER RDFRAMINGHAMMA01701SENIOR PROGRAM OFFIC35.00$100,000$10,805$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$89,289
STATE STREET CORPORATION
PO BOX 75199CHICAGOIL60675INVESTMENT BANKING$61,059
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 SUPPORTED A VARIETY OF TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES TO IMPROVE HEALTH, WELLNESS AND ADDRESS RACIAL AND ETHNIC INEQUALITY IN THE REGION.3. THE FOUNDATION RESPONDED TO THE COVID-19 PANDEMIC BY PROVIDING SUPPORT TO LOCAL PUBLIC HEALTH ENTITIES AND THROUGH DATA COLLECTION AND DISSEMINATION.Description1Txt
Expenses1$456,711Expenses1Amt

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$43,958,741AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$974,432AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$51,995,576FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$96,928,749TotalFMVOfUnusedAssetsAmt
Reduction Claimed$6,732,924ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$96,928,749AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,453,931CashDeemedCharitableAmt
Net Vl Noncharitable Assets$95,474,818NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,773,741MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,773,741MinimumInvestmentReturnAmt
Tax Based On Investment Income$66,339TaxBasedOnInvestmentIncomeAmt
Total Tax$66,339TotalTaxAmt
Distributable Before Adj$4,707,402DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,707,402DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,707,402DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,254,499ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$4,563CharitableAssetsAcquisPaidAmt
Qualifying Distributions$6,259,062QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,707,402DistributableAsAdjustedAmt
Undistributed Income PY$3,820,069UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,259,062QualifyingDistributionsAmt
Applied To Year1$3,820,069AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$331,667TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,107,326AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$331,667TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,600,076UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$331,667CorpusDistri170b1EOr4942g3Amt
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 (186 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760PCFOOD PANTRY$30,000
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760PCFOOD PANTRY RENOVATION$150,000
ADVANCED MATH AND SCIENCE ACADEMY CHARTER SCHOOL
201 FOREST STREETMARLBOROUGHMA01752PCSUPPORTING HIGH NEEDS STUDENTS' TRANSITION BACK TO SCHOOL$15,000
ADVANCED MATH AND SCIENCE ACADEMY CHARTER SCHOOL
201 FOREST STREETMARLBOROUGHMA01752PCPROVIDING REFERRAL SERVICES TO STRUGGLING YOUTH$5,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCHELPING ISOLATED ELDERS IN MENTAL HEALTH CRISIS$11,900
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCINCREASING ACCESS TO MENTAL HEALTH SUPPORT FOR MARLBOROUGH STUDENTS$49,889
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCINCREASING STAFF SATISFACTION, SKILLS, AND RETENTION THROUGH ENHANCED TRAINING$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 - ALICIA ROCKWELL$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - KRISTEN KEENAN$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - AMDRIA ARISTIL$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - CHRISTINA CARLSON$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - CLAIRE CHIBOUB$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - RICARDO ROMANO$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - GHITA JAOUHARI$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - ANNABEL PETERSON$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCHEALTH AND SOCIAL SERVICE HUB$473,437
BELLINGHAM PUBLIC SCHOOLS
4 MECHANIC STREETBELLINGHAMMA02019PCBPS CHILD AND YOUTH MENTAL HEALTH GRANT$9,100
BETH ISRAEL LAHEY HEALTH AT HOME
ATTENTION GIFT ADMINISTRATIONBURLINGTONMA01805PCCORAZN A CORAZN (HEART TO HEART)$14,996OFFICE OF PHILANTHROPY 41 MALL ROAD
CHICA PROJECT
1266 FURNACE BROOK PKWYQUINCYMA02169PCSTRENGTHENING THE MENTAL HEALTH OF LATINX AND OTHER YOUNG WOMEN OF COLOR IN THE FRAMINGHAM PUBLIC SCHOOLS$20,285
COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202PCMEMBERSHIP DUES$9,000
DANIEL'S TABLE
10 PEARL STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS$25,000
DE NOVO CENTER FOR JUSTICE & HEALING
47 THORNDIKE STREET SB-LL-1CAMBRIDGEMA02141PCLEGAL MENTAL HEALTH TEAM PILOT PROJECT$27,789
DIGNITY MATTERS INC
PO BOX 72WAYLANDMA01778PCBUILDING CAPACITY TOOLS TO SERVE MORE WOMEN AND GIRLS$25,000
DOC WAYNE YOUTH SERVICES INC
418 COMMONWEALTH AVENUEBOSTONMA02215PCCHALK TALK GROUP THERAPY$25,000
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PC2023 METROWEST ADOLESCENT HEALTH SURVEY$292,818
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
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCMILFORD HEALTH CENTER$250,000200
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCCOACHING FAMILIES TO SUSTAINABILITY$25,000
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCFAMILY PROMISE SHELTER RENOVATION$100,000
FRAMINGHAM HEALTH DEPARTMENT
150 CONCORD STREET SUITE 221FRAMINGHAMMA01702PCFATAL OVERDOSE GRIEF OUTREACH$10,000
FRAMINGHAM PUBLIC SCHOOLS
31 FLAGG DRIVEFRAMINGHAMMA01702PCINCREASING MENTAL BEHAVIORAL HEALTH SUPPORTS FOR STUDENTS$50,000
FRAMINGHAM PUBLIC SCHOOLS
31 FLAGG DRIVEFRAMINGHAMMA01702PCINCREASING MENTAL/BEHAVIORAL HEALTH SUPPORTS TO STUDENTS IN RESPONSE TO COVID-19$50,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREET DWIGHT HALLFRAMINGHAMMA01701PCVAPING CESSATION PROGRAM AT FRAMINGHAM STATE UNIVERSITY$8,967
FRANKLIN FOOD PANTRY
43 WEST CENTRAL STREET PO BOX 116FRANKLINMA02038PCTRAUMA-INFORMED NUTRITION SECURITY TRAINING$3,900
GAINING GROUND
341 VIRGINIA RDCONCORDMA01742PCFARM FRESH FOOD FOR PEOPLE EXPERIENCING FOOD INSECURITY$8,000
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - REBECCA KAHANE$7,500
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - ALLISON SIROONIAN$7,500
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - PATRICK MCCARTER$7,500
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - HANNAH RAWNSLEY$7,500
GRANT MAKERS IN HEALTH
1100 CONNECTICUT AVE NW SUITE 1200WASHINGTONDC20036PCMEMBERSHIP DUES$8,500
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$25,000
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCMETROWEST COVID VACCINATION ENGAGEMENT PROGRAM$99,125
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
HOPEDALE PUBLIC SCHOOLS
25 ADIN STREETHOPEDALEMA01747PCMULTI-TIERED SYSTEM OF SUPPORT COUNSELING PROGRAM$48,474
HOPKINTON HEALTH DEPARTMENT
18 MAIN STREETHOPKINTONMA01748PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$50,000
HOPKINTON HEALTH DEPARTMENT
18 MAIN STREETHOPKINTONMA01748PCVACCINATION CLINIC$18,712
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$125,000
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$125,000
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749PCMETROWEST SHARED PUBLIC HEALTH SERVICES$55,669
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCELECTRONIC HEALTH RECORD SYSTEM AT THE HUMAN RELATIONS SERVICE$12,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - LAN HO$7,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - LENA COMPTON$7,500
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
281 PLEASANT STREETFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - MICHAEL SHIREK$5,000
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
281 PLEASANT STREETFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - JESSICA WILSON$7,500
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCTO TRANSLATE TRAINING MATERIALS TO BE USED FOR AN ACTIVE BYSTANDER PROGRAM.$8,750
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
LOVIN' SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - FOOD INSECURITY$50,000
MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC
50 FEDERAL STREET 6TH FLOORBOSTONMA02114PCINCENTIVES TO ENHANCE RECRUITMENT & RETENTION OF THE BEHAVIORAL HEALTH WORKFORCE$10,769
MASSACHUSETTS BAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481PCNEW DAY/NUEVO DA$15,000
MASSACHUSETTS BAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481PCACCREDITED SIMULATION CENTER$250,000
MEDFIELD HEALTH DEPARTMENT
459 MAIN STREETMEDFIELDMA02052PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$5,000
MENTAL HEALTH COLLABORATIVE INC
149 WOOD STREETHOPKINTONMA01748PCBUILDING MENTAL HEALTH LITERACY FOR THE BIG BROTHERS BIG SISTERS METROWEST COMMUNITY$7,275
METRO COMMUNITY DEVELOPMENT CORPORATION
40 MECHANIC ST SUITE 300MARLBOROUGHMA01752PCMETROWEST HEALTH INTERNSHIP - LAUREN METZLER$7,500
METROWEST FREE MEDICAL PROGRAM
C/O CONGREGATION BETH EL105 HUDSONSUDBURYMA01776PCBASIC HEALTH NEEDS - PRIMARY CARE$50,000ROAD
METROWEST FREE MEDICAL PROGRAM
C/O CONGREGATION BETH EL105 HUDSONSUDBURYMA01776PCCONNECTIONS TO HEALTH RESOURCES$12,310ROAD
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - SUPPORT SERVICES$75,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCPUBLIC CHARGE EDUCATION AND REPRESENTATION$9,792
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCAFGHAN REFUGEE LEGAL ASSISTANCE$6,250
METROWEST MEDIATION SERVICES
220 NORTH MAIN ST SUITE 106NATICKMA01760PCHOUSING MEDIATION PROGRAM$12,500
METROWEST NONPROFIT NETWORK INC
PO BOX 1661FRAMINGHAMMA01701PCVOICES OF THE COMMUNITY$107,399
METROWEST NONPROFIT NETWORK INC
PO BOX 1661FRAMINGHAMMA01701PCVOICES OF THE COMMUNITY (VTC)$117,358
METROWEST REGIONAL TRANSIT AUTHORITY (MWRTA)
15 BLANDIN AVENUEFRAMINGHAMMA01702PCMWRTA AED PROJECT$12,850
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701PCDIVERSITY AND UNDOING RACISM: A COMPREHENSIVE APPROACH TO STAFF TRAINING$15,000
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701PCIDENTIFYING AND ENGAGING SOCIALLY ISOLATED OLDER ADULTS$12,500
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - NATHALIE NGU$7,500
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - CRISTA LAMBERT$7,500
METROWEST YMCA
280 OLD CONNECTICUT PATHFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - MELISSA COLLINS$7,500
MILFORD PUBLIC SCHOOLS
31 W FOUNTAIN STREETMILFORDMA01757PCMILFORD PUBLIC SCHOOLS TRIANGLE OF SUPPORT: CONNECTING THE SCHOOL, HOME, AND COMMUNITY$10,000
NATICK HEALTH DEPARTMENT
13 EAST CENTRAL STREETNATICKMA01760PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$50,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCVOLUNTEER MANAGEMENT DATABASE SYSTEM.$25,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCFOOD PANTRY$30,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCSTABILITY: CAREER DEVELOPMENT & CASE MANAGEMENT$12,500
NEEDHAM PUBLIC HEALTH DIVISION
178 ROSEMARY STREETNEEDHAMMA02494PCA REQUEST FOR INCREASED FUNDING FOR CLINICAL SUPERVISION$4,000
NEEDHAM PUBLIC HEALTH DIVISION
178 ROSEMARY STREETNEEDHAMMA02494PCFACILITATED DISCUSSION OF REGIONAL SHARING OF PUBLIC HEALTH SERVICES$20,000
NEEDHAM PUBLIC HEALTH DIVISION
178 ROSEMARY STREETNEEDHAMMA02494PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$50,000
NORTHBOROUGH HEALTH DEPARTMENT
63 MAIN STREETNORTHBOROUGHMA01532PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$50,000
NORTHBOROUGH PUBLIC SCHOOLS
53 PARKERVILLE ROADSOUTHBOROUGHMA01772PCIN-PERSON LICENSED CLINICIAN HOURS FOR NORTHBOROUGH PUBLIC SCHOOLS$25,000
OUT METROWEST
160 HOLLIS STREET PO BOX 2122FRAMINGHAMMA01703PCIMPROVING CONNECTION AND OUTCOMES FOR LGBTQ+ YOUTH OF COLOR IN METROWEST$12,073
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
1055 COMMONWEALTH AVEBOSTONMA02215PCSHORT TERM ACCESSIBLE MENTAL HEALTH PROGRAM PILOT$10,000
RIA HOUSE INC - READYINSPIREACT
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCIMPROVING OPERATIONS & STAFF DEVELOPMENT$18,050
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$50,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCCLIENT DATA SYSTEMS CONSOLIDATION INITIATIVE$20,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCSMOC WEBSITE ACCESSIBILITY REDESIGN$12,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - DIANE KRZYSZCZYK$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - SHANELL FAN$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - JIM WORTHLEY$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - MARY WELCH$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - ELYSE FIORENTINO$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - MICHAEL STORNANTI$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - KAYLA HOFFSTEIN$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - TONI RESENDES$7,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - CHEYENNE ASHLEY$7,500
SOUTHBOROUGH HEALTH DEPARTMENT
9 CORDAVILLE ROADSOUTHBOROUGHMA01772PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$49,960
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCBUILDING SPARKS ORGANIZATIONAL CAPACITY WHILE FOSTERING CONNECTION + POSITIVE HEALTH OUTCOMES$24,990
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$50,000
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776PCMETROWEST HEALTH INTERNSHIP - JAMIE HARSIP$7,500
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776PCMETROWEST HEALTH INTERNSHIP - ABBY STOLLER$7,500
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776PCMETROWEST HEALTH INTERNSHIP - ANNE WILLIAMS$7,500
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776PCMETROWEST HEALTH INTERNSHIP - REBECCA WHITLEY$7,500
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776PCMETROWEST HEALTH INTERNSHIP - MARIAH PEEBLES$7,500
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776PCMETROWEST HEALTH INTERNSHIP - REBECCA WALLENSTEIN$7,500
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776PCMETROWEST HEALTH INTERNSHIP - KRISTINE CREAN$7,500
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776PCMETROWEST HEALTH INTERNSHIP - COLLEEN BERNARD$7,500
TRI-VALLEY ELDER SERVICES
10 MILL STREETDUDLEYMA01571PCCLINICAL CARE COORDINATOR$12,500
WAYLAND BOARD OF HEALTH
41 COCHITUATE ROADWAYLANDMA01778PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$50,000
WAYLAND POLICE DEPARTMENT
38 COCHITUATE RDWAYLANDMA01778PCCPR TRAINING EQUIPMENT$1,873
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 WAYFRAMINGHAMMA01701PCREDUCING HOMELESSNESS AMONG LATINX YOUTH AND YOUNG ADULTS$25,000
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 WAYFRAMINGHAMMA01701PC2022/23 METROWEST HEALTH EQUITY TRAINING SERIES AND STRATEGIC EQUITY PLANNING PROCESS COHORT$27,528
WELLESLEY HEALTH DEPARTMENT
90 WASHINGTON STREETWELLESLEYMA02482PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$50,000
WESTBOROUGH HEALTH DEPARTMENT
34 WEST MAIN STREETWESTBOROUGHMA01581PCMUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE$50,000
WESTBOROUGH PUBLIC SCHOOLS
45 WEST MAIN STREETWESTBOROUGHMA01581PCUNIVERSAL SCREENING AT WESTBOROUGH HIGH SCHOOL$14,375
WOMEN MAKE MOVIES
115 WEST 29TH STREET SUITE 1200NEW YORKNY10001PCRECOVERY CITY DOCUMENTARY$6,000
MASSBAY COMMUNITY COLLEGE
19 FLAGG DRIVEFRAMINGHAMMA01702PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUEBOSTONMA02115PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
WILLIAM JAMES COLLEGE
1 WELLS AVENEWTONMA02459PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
1 WELLS AVENUENEWTONMA02459PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
ONE WELLS AVENUENEWTONMA02459PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREETFRAMINGHAMMA01701PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
MASSACHUSETTS BAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
WILLIAM JAMES COLLEGE
1 WELLS AVENEWTONMA02459PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
FRANKLIN PIERCE UNIVERSITY
670 NORTH COMMERCIAL STREETMANCHESTERNH03101PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
ASSUMPTION UNIVERSITY
500 SALISBURY STREETWORCESTERMA01609PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
LESLEY UNIVERSITY
29 EVERETT STCAMBRIDGEMA02138PCMEDICAL/CLINICAL SCHOLARSHIP$2,000
EMORY SCHOOL OF MEDICINE
201 DOWMAN DRATLANTAGA30322PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
ONE WELLS AVENUENEWTONMA02465PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
HARVARD MEDICAL SCHOOL
FINANCIAL AID OFFICE 25 SHATTUCKBOSTONMA02115PCMEDICAL/CLINICAL SCHOLARSHIP$4,000STREET A211
GEORGETOWN UNIVERSITY SCHOOL OF MEDICINE
3900 RESERVOIR ROAD NWWASHINGTONDC20007PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
MASS COLLEGE OF PHARMACY & HEALTH SCIENCES
179 LONGWOOD AVE BOSTON MABOSTONMA02115PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
MEDICAL COLLEGE OF GEORGIA
1120 15TH STAUGUSTAGA30912PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
1 WELLS AVENEWTONMA02459PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
1 WELLS AVENEWTONMA02459PCMEDICAL/CLINICAL SCHOLARSHIP$4,000
BRIDGEWATER STATE UNIVERSITY
STUDENT ACCOUNTS OFFICE BOYDEN HALLBRIDGEWATERMA02325PCMEDICAL/CLINICAL SCHOLARSHIP$4,000ROOM 107
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STWELLESLEY HILLSMA02481PCNURSING SCHOLARSHIP$2,000
UNIVERSITY OF SOUTHERN MAINE
96 FALMOUTH STPORTLANDME04103PCNURSING SCHOLARSHIP$2,000
UNIVERSITY OF MASSACHUSETTS
220 PAWTUCKET STLOWELLMA01854PCNURSING SCHOLARSHIP$2,000
NORTHEASTERN UNIVERSITY
5 BURLINGTON WOODS DRIVEBURLINGTONMA01803PCNURSING SCHOLARSHIP$2,000
QUINSIGAMOND COLLEGE
670 W BOYLSTON STWORCESTERMA01606PCNURSING SCHOLARSHIP$2,000
UNIVERSITY OF MASSACHUSETTS
100 WILLIAM T MORRISSEY BLVDBOSTONMA02125PCNURSING SCHOLARSHIP$2,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STFRAMINGHAMMA01701PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STWELLESLEY HILLSMA02481PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STWELLESLEY HILLSMA02481PCNURSING SCHOLARSHIP$2,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752PCNURSING SCHOLARSHIP$2,000
REGIS COLLEGE
235 WELLESLEY STWESTONMA02493PCNURSING SCHOLARSHIP$4,000
UNIVERSITY OF MASSACHUSETTS
100 WILLIAM T MORRISSEY BLVD BOSTONBOSTONMA02125PCNURSING SCHOLARSHIP$4,000MA 02125
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115PCNURSING SCHOLARSHIP$4,000
BUNKER HILL COMMUNITY COLLEGE
250 NEW RUTHERFORD AVEBOSTONMA02129PCNURSING SCHOLARSHIP$3,000
CHAMBERLAIN UNIVERSITY
500 W MONROE ST SUITE 28CHICAGOIL60661PCNURSING SCHOLARSHIP$4,000
UNIVERSITY OF SOUTHERN MAINE
99 FALMOUTH STPORTLANDME04103PCNURSING SCHOLARSHIP$2,000
BUNKER HILL COMMUNITY COLLEGE
250 RUTHERFORD AVEBOSTONMA02129PCNURSING SCHOLARSHIP$3,000
UNIVERSITY OF MASSACHUSETTS
200 WILLIAM T MORRISEY BLVDBOSTONMA02125PCNURSING SCHOLARSHIP$4,000
UMASS MEDICAL SCHOOL
55 LAKE AVENUE NORTHWORCESTERMA01655PCNURSING SCHOLARSHIP$4,000
UNIVERSITY OF MASSACHUSETTS
100 MORRISSEY BOULEVARDBOSTONMA02125PCNURSING SCHOLARSHIP$2,000
SIMMONS COLLEGE
300 FENWAY STREETBOSTONMA02115PCNURSING SCHOLARSHIP$4,000
UNIVERSITY OF DELAWARE
210 SOUTH COLLEGE AVENEWARKDE19716PCNURSING SCHOLARSHIP$4,000
MASS COLLEGE OF PHARMACY & HEALTH SCIENCES
179 LONGWOOD AVEBOSTONMA02115PCNURSING SCHOLARSHIP$4,000
SAINT ANSELM COLLEGE
100 ST ANSELM DRIVEMANCHESTERMA03102PCNURSING SCHOLARSHIP$4,000
SIMMONS COLLEGE
300 FENWAYBOSTONMA02115PCNURSING SCHOLARSHIP$2,000
UNIVERSITY OF RHODE ISLAND
45 UPPER COLLEGE RDKINGSTONRI02881PCNURSING SCHOLARSHIP$4,000
REGIS COLLEGE
235 WELLESLEY STWESTONMA02493PCNURSING SCHOLARSHIP$4,000
WORCESTER STATE COLLEGE
486 CHANDLER STREETWORCESTERMA01602PCNURSING SCHOLARSHIP$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,039,658TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCINCREASE ACCESS TO BEHAVIORAL HEALTHCARE FOR SPANISH SPEAKING INDIVIDUALS AND FAMILIES$25,000
BELLINGHAM PUBLIC SCHOOLS
4 MECHANIC STREETBELLINGHAMMA02019PCBPS CHILD AND YOUTH MENTAL HEALTH GRANT$22,600
CHICA PROJECT
1266 FURNACE BROOK PKWYQUINCYMA02169PCSTRENGTHENING THE MENTAL HEALTH OF LATINX AND OTHER YOUNG WOMEN OF COLOR IN THE FRAMINGHAM PUBLIC SCHOOLS$20,285
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
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PC2023 METROWEST ADOLESCENT HEALTH SURVEY$380,433
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$300,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCMILFORD HEALTH CENTER$250,000200
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCCOACHING FAMILIES TO SUSTAINABILITY$25,000
FRAMINGHAM HEALTH DEPARTMENT
150 CONCORD STREET SUITE 221FRAMINGHAMMA01702PCFATAL OVERDOSE GRIEF OUTREACH$10,000
FRAMINGHAM PUBLIC SCHOOLS
31 FLAGG DRIVEFRAMINGHAMMA01702PCINCREASING MENTAL BEHAVIORAL HEALTH SUPPORTS FOR STUDENTS$50,000
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$25,000
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 STREETHOLLISTONMA01746PCINTERNSHIP$2,500
HOLLISTON YOUTH & FAMILY SERVICES
1750 WASHINGTON STREETHOLLISTONMA01746PCINTERNSHIP$2,500
HUDSON BOARD OF HEALTH
78 MAIN STREETHUDSONMA01749PCMETROWEST SHARED PUBLIC HEALTH SERVICES$55,669
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCELECTRONIC HEALTH RECORD SYSTEM AT THE HUMAN RELATIONS SERVICE$37,500
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCVIRTUAL VISITORS/CARING CONNECTORS$14,878
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$27,781
LATINO HEALTH INSURANCE PROGRAM INC
88 WAVERLY STREET SUITE 150 1STFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$50,000FLOOR
LOVIN' SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - FOOD INSECURITY$100,000
LOVIN' SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCSECOND METROWEST ROUTE$100,000
METROWEST FREE MEDICAL PROGRAM
C/O CONGREGATION BETH EL 105 HUDSONSUDBURYMA01776PCCONNECTIONS TO HEALTH RESOURCES$12,310ROAD
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - SUPPORT SERVICES$75,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCAFGHAN REFUGEE LEGAL ASSISTANCE$18,750
METROWEST MEDIATION SERVICES
220 NORTH MAIN ST SUITE 106NATICKMA01760PCHOUSING MEDIATION PROGRAM$37,500
METROWEST NONPROFIT NETWORK INC
PO BOX 1661FRAMINGHAMMA01701PCVOICES OF THE COMMUNITY (VTC)$117,358
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 STREETNATICKMA01760PCSTABILITY: CAREER DEVELOPMENT & CASE MANAGEMENT$12,500
NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS
53 PARKERVILLE ROADSOUTHBOROUGHMA01772PCEXPANDING SOCIAL EMOTIONAL LEARNING PROGRAMS IN THE NORTHBOROUGH AND SOUTHBOROUGH SCHOOLS$8,000
NORTHBOROUGH PUBLIC SCHOOLS
53 PARKERVILLE ROADSOUTHBOROUGHMA01772PCIN-PERSON LICENSED CLINICIAN HOURS FOR NORTHBOROUGH PUBLIC SCHOOLS$75,000
RIA HOUSE INC - READYINSPIREACT
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCSTRENGTHENING BEHAVIORAL HEALTH SERVICES FOR SURVIVORS AND TRAINING FOR CLINICAL STUDENTS$15,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$100,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCCLIENT DATA SYSTEMS CONSOLIDATION INITIATIVE$20,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCSMOC WEBSITE ACCESSIBILITY REDESIGN$37,500
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCBUILDING SPARKS ORGANIZATIONAL CAPACITY WHILE FOSTERING CONNECTION + POSITIVE HEALTH OUTCOMES$24,990
TRI-VALLEY ELDER SERVICES
10 MILL STREETDUDLEYMA01571PCCLINICAL CARE COORDINATOR$12,500
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 WAYFRAMINGHAMMA01701PCREDUCING HOMELESSNESS AMONG LATINX YOUTH AND YOUNG ADULTS$25,000
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 WAYFRAMINGHAMMA01701PCEDUCATING GRANT RECIPIENTS AROUND DIVERSITY, EQUITY, AND INCLUSION TO BETTER ADDRESS HEALTH EQUITY ISSUES$10,974
WESTBOROUGH PUBLIC SCHOOLS
45 WEST MAIN STREETWESTBOROUGHMA01581PCUNIVERSAL SCREENING AT WESTBOROUGH HIGH SCHOOL$43,215
WOMEN MAKE MOVIES
115 WEST 29TH STREET SUITE 1200NEW YORKNY10001PCRECOVERY CITY DOCUMENTARY$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,798,532TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,546,924ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,879,815ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,426,739ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,426,739TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BOSTON FOUNDATIONPFAFF FUND
175 ARLINGTON STREETBOSTONMA02116$32,051Yes (X)
BNY MELLON BANKCHICKERING FUND
2201 WASHINGTON STREETBOSTONMA02108$290,076Yes (X)
US TRUSTCLARK FOUNDATION
3100 WESTMINSTER STREETPROVIDENCERI02903$24,932Yes (X)
US TRUSTSARAH E WHITE TRUST
4100 WESTMINSTER STREETPROVIDENCERI02903$16,659Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$39,725Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$39,725DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyFIXED ASSETSPropertyDesc
Cost Or Other Basis$148,467CostOrOtherBasisAmt
Prior Year Depreciation$141,649PriorYearDepreciationAmt
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- $290,0762. CLARK TRUST C/O BANK OF AMERICA- $24,9323. SARAH WHITE TRUST C/O BANK OF AMERICA- $16,659ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GLOBAL EQUITIES - EQUITIES$19,183,819$19,183,819
US EQUITIES - EQUITIES$22,692,394$22,692,394

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,997,052USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,997,052USGovtObligationsEOYFMVAmt
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$7,958,826$7,958,826
BOND FUNDS - FIXED INCOMEFMV$3,350,043$3,350,043
HEDGE FUNDS - ALTERNATIVE INVESTMENTSFMV$21,460,615$21,460,615
REAL ESTATE FUND - ALTERNATIVE INVESTMENTSFMV$10,806,758$10,806,758

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED ASSETSCategoryOrItemTxt
Cost Or Other Basis$148,467CostOrOtherBasisAmt
Accumulated Depreciation$141,649AccumulatedDepreciationAmt
Book Value$6,818BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$500LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTERESTS IN PERPETUAL TRUSTSDesc
BOY Book Value$8,405,193BOYBookValueAmt
EOY Book Value$6,732,924EOYBookValueAmt
EOYFMV$6,732,924EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS ON INVESTMENTS$19,771,389
LOSS ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS$1,672,269

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEB & COMPUTER SUPPORT$64,731$0$0$64,731
INSURANCE$9,034$0$0$9,034
EQUIPMENT RENTAL$6,831$0$0$6,831
OFFICE SUPPLIES AND SUPPORT$41,947$0$0$41,947
INVESTMENT FEES$455,203$455,203$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN DEFERRED EXCISE TAXESDesc
Amt$274,822Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAXES$563,450$281,619
FUNDS HELD FOR OTHERS$1,748,932$1,665,751

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$178,797Amt
Net Investment Income$89,289NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$89,508DisbursementsCharitablePrpsAmt

Reduction Explanation Statement ReductionExplanationStatement

FieldValueIRS element (for citing)
Short ExplanationTHE VALUE OF THE ASSET BEFORE THE REDUCTION CLAIMED ABOVE AS OF SEPTEMBER 30, 2022 WAS $6,732,924. 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$60,854Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt