METROWEST HEALTH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- METROWEST HEALTH FOUNDATION INC (EIN 04-2121342)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-01-10
- IRS object ID
- 202210109349101021
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-10T13:03:49-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042121342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROWEST HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METR | BusinessNameControlTxt |
| Phone | 5088797625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 WORCESTER ROAD SUITE 202 | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN COHEN | PersonNm |
| Person Title | PRESIDENT, CEO | PersonTitleTxt |
| Phone | 5088797625 | PhoneNum |
| Signature | 2021-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | COHEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS WASHBURN CPA | PreparerPersonNm |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2021-12-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $122,497,077 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $305,108 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,484,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,484,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,196,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,995,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,196,308 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,986,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,681,088 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $278,794 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,656 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $216,138 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $400,645 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $400,645 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $213,929 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $23,228 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $190,701 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $552 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $552 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $175,789 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,810 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $92,979 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $107,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,670 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $130,093 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,671 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $116,422 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,874 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $168 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,706 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $14,610 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $14,610 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $988,094 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $871,518 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $116,576 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,358,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,054,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,190,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,619,634 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,508,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,977,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,054,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,698,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,008,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,627,037 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,570 | CashBOYAmt |
| Cash EOY | $193,015 | CashEOYAmt |
| Cash EOYFMV | $193,015 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,431,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,166,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,166,447 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $51,939 | AcctRcvblAmt |
| Acct Rcvbl EOY | $51,939 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $51,939 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $108,396 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,439 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,439 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,624,208 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,469,634 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,469,634 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $46,896,380 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,036,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,036,509 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $44,844,560 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,135,681 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,135,681 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $145,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $139,492 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,618 | LandBOYAmt |
| Land EOY | $6,220 | LandEOYAmt |
| Land EOYFMV | $6,220 | LandEOYFMVAmt |
| Other Assets BOY | $7,390,013 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,405,193 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,405,193 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $105,425,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,497,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $122,497,077 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $207,940 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $210,801 | AccountsPayableEOYAmt |
| Grants Payable BOY | $747,939 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,859,498 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,362,747 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,312,382 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,318,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,382,681 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $84,445,782 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $96,297,204 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $17,660,928 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $20,817,192 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,106,710 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,114,396 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,425,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,497,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,106,710 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,008,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,182,393 | OtherIncreasesAmt |
| Subtotal | $117,297,420 | SubtotalAmt |
| Other Decreases | $183,024 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,114,396 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,921,900 | $8,193,273 | $1,728,627 | $1,728,627 | ||
| ALTERNATIVE FUNDS | P | $3,689,163 | $462,579 | $3,226,584 | $3,226,584 | 2020-10-01 | 2021-09-30 |
| ALTERNATIVE FUNDS | P | $1,384,362 | $143,265 | $1,241,097 | $1,241,097 | 2020-10-01 | 2021-09-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,196,308 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106,016 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $106,016 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $106,016 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,183 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $101,183 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $61 | EsPenaltyAmt |
| Tax Due | $4,894 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MWHEALTH.ORG | WebsiteAddressTxt |
| Individual With Books | MARTIN COHEN PRESIDENT CEO | IndividualWithBooksNm |
| Phone | 5088797625 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 WORCESTER ROAD | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTIN COHEN | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | PRESIDENT | 40.00 | $278,794 | $59,473 | $0 |
| WILLIAM GRAHAM | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | CHAIR | 5.00 | $0 | $0 | $0 |
| ANNA CAROLLO CROSS | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | VICE CHAIR | 5.00 | $0 | $0 | $0 |
| JOHN CORRON | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TREASURER | 5.00 | $0 | $0 | $0 |
| CAROL GLOFF | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | CLERK | 5.00 | $0 | $0 | $0 |
| LINO COVARRUBIAS | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ALAN GELLER | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SIMONE GILL | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE (UNTIL 12/2020) | 5.00 | $0 | $0 | $0 |
| KATHLEEN HERRMAN | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| WILLIAM IBERG | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JOHN KRIKORIAN | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| COLEEN TORONTO | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JAMES HICKS | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE (AS OF 1/2021) | 5.00 | $0 | $0 | $0 |
| MARI BARRERA | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE (AS OF 1/2021) | 5.00 | $0 | $0 | $0 |
| ANNE MARIE BOURSIQUOT KING | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE (UNTIL 12/2020) | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| REBECCA DONHAM | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | SENIOR PROGRAM OFFIC | 36.00 | $117,298 | $46,524 | $0 |
| CATHY GLOVER | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | GRANTS MANAGEMENT DI | 35.00 | $105,060 | $38,980 | $0 |
| REBECCA GALLO | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | SENIOR PROGRAM OFFIC | 35.00 | $94,800 | $10,376 | $0 |
| KATHERINE BAKER | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | POLICY ANALYST | 40.00 | $72,250 | $21,616 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ & ASSOCIATES | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT CONSULTING | $82,810 |
| STATE STREET CORPORATION | |||||
| 1200 CROWN COLONY DRIVE | QUINCY | MA | 02169 | INVESTMENT BANKING | $59,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 1. 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 | $456,138 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,176,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $914,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $65,473,396 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,564,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $8,405,193 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $111,564,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,673,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,891,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,494,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,494,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106,016 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106,016 | TotalTaxAmt |
| Distributable Before Adj | $5,388,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,388,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,388,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,698,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,272 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,701,476 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,701,476 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,388,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,859,022 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,701,476 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,859,022 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $273,985 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,568,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $273,985 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,820,069 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $273,985 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| MARTIN COHEN PRESIDENT METROWEST HE | |||||||
| 161 WORCESTER ROAD SUITE 202 | FRAMINGHAM | MA | 01701 | 5088797625 | APPLICATIONS 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 202 | FRAMINGHAM | MA | 01701 | 5088797625 | COMPLETED 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 $2,000. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | GOV | MEDICAL/CLINICAL SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF CONNECTICUT SCHOOL OF DENTAL MEDICINE | |||||||
| 263 FARMINGTON AVENUE | FARMINGTON | CT | 06032 | GOV | MEDICAL/CLINICAL SCHOLARSHIP | $2,000 | |
| BOSTON UNIVERSITY | |||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 00215 | PC | MEDICAL/CLINICAL SCHOLARSHIP | $2,000 | |
| SALEM STATE UNIVERSITY | |||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | GOV | MEDICAL/CLINICAL SCHOLARSHIP | $2,000 | |
| LESLEY UNIVERSITY | |||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | PC | MEDICAL/CLINICAL SCHOLARSHIP | $2,000 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O STREET NW | WASHINGTON | DC | 20057 | PC | MEDICAL/CLINICAL SCHOLARSHIP | $2,000 | |
| REGIS UNIVERSITY | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | PC | MEDICAL/CLINICAL SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| 37 COLLEGE AVE | GORHAM | ME | 04038 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| BECKER COLLEGE | |||||||
| 61 SEVER STREET | WORCESTER | MA | 01609 | PC | NURSING SCHOLARSHIP | $2,000 | |
| MASSBAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY | MA | 02481 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06432 | PC | NURSING SCHOLARSHIP | $1,000 | |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $1,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF MASSACHUSETTS - MEDICAL SCHOOL | |||||||
| 55 N LAKE AVENUE | WORCESTER | MA | 01655 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $1,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | PC | NURSING SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $1,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIP | $1,000 | |
| MASS COLLEGE OF PHARMACY & HEALTH SCIENCES | |||||||
| 19 FOSTER STREET | WORCESTER | MA | 01608 | PC | NURSING SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| REGIS UNIVERSITY | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | PC | NURSING SCHOLARSHIP | $2,000 | |
| MASSBAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY | MA | 02481 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | NURSING SCHOLARSHIP | $2,000 | |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | PC | NURSING SCHOLARSHIP | $2,000 | |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06432 | PC | NURSING SCHOLARSHIP | $2,000 | |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | PC | NURSING SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF RHODE ISLAND | |||||||
| 35 CAMPUS AVENUE | KINGSTON | RI | 02881 | GOV | NURSING SCHOLARSHIP | $2,000 | |
| ADVANCED MATH AND SCIENCE ACADEMY CHARTER SCHOOL | |||||||
| 201 FOREST STREET | MARLBOROUGH | MA | 01752 | PC | SUPPORTING HIGH NEEDS STUDENTS' TRANSITION BACK TO SCHOOL | $15,000 | |
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | USING A MEDICAL SCRIBE TO INCREASE ACCESS | $15,000 | |
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | COVID CONVERSATIONS | $29,962 | |
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | HELPING ISOLATED ELDERS IN MENTAL HEALTH CRISIS | $11,900 | |
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $75,000 | |
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | BEHAVIORAL HEALTH PARTNERS OF METROWEST - METROWEST HEALTH & SOCIAL SERVICE HUB | $96,559 | |
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | HEALTH AND SOCIAL SERVICE HUB | $399,996 | |
| ASHLAND COUNCIL ON AGING | |||||||
| 162 WEST UNION STREET | ASHLAND | MA | 01721 | GOV | ASHLAND A.I.D.E. FOR OLDER ADULTS | $24,000 | |
| BETH ISRAEL LAHEY HEALTH AT HOME | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | PC | CORAZON A CORAZON (HEART TO HEART) | $14,996 | |
| BETHANY HILL PLACE | |||||||
| 89 BETHANY ROAD | FRAMINGHAM | MA | 01702 | PC | MENTAL HEALTH CLINICIAN AT BETHANY HILL PLACE | $10,000 | |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PC | YOUTH VAPING CESSATION INITIATIVE | $37,359 | |
| BOYS & GIRLS CLUB OF METROWEST | |||||||
| 169 PLEASANT STREET | MARLBOROUGH | MA | 01752 | PC | BACK-TO-CLUB 2020 | $30,000 | |
| COUNCIL ON FOUNDATIONS | |||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | PC | MEMBERSHIP DUES 2021 | $9,000 | |
| DANIEL'S TABLE | |||||||
| 10 PEARL STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS | $50,000 | |
| DE NOVO CENTER FOR JUSTICE & HEALING | |||||||
| 47 THORNDIKE STREET SB-LL-1 | CAMBRIDGE | MA | 02141 | PC | FORENSIC PSYCHOLOGICAL EVALUATIONS FOR ASYLUM SEEKERS | $22,994 | |
| EDUCATION DEVELOPMENT CENTER INC | |||||||
| 43 FOUNDRY AVENUE | WALTHAM | MA | 024538313 | PC | 2020 METROWEST ADOLESCENT HEALTH SURVEY | $191,079 | |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 115 NORTHEAST CUTOFF BLDG 2 SUITE | WORCESTER | MA | 01606 | PC | SCHOOL-BASED BEHAVIORAL HEALTH | $10,000 | 200 |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 115 NORTHEAST CUTOFF BLDG 2 SUITE | WORCESTER | MA | 01606 | PC | CAREER PROGRESSION PLAN | $13,428 | 200 |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 115 NORTHEAST CUTOFF BLDG 2 SUITE | WORCESTER | MA | 01606 | PC | BASIC HEALTH NEEDS - ORAL HEALTH | $50,000 | 200 |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 115 NORTHEAST CUTOFF BLDG 2 SUITE | WORCESTER | MA | 01606 | PC | BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE | $175,000 | 200 |
| FAMILY PROMISE METROWEST | |||||||
| 6 MULLIGAN STREET | NATICK | MA | 01760 | PC | COVID EMERGENCY FUNDING | $35,000 | |
| FRAMINGHAM HEALTH DEPARTMENT | |||||||
| 150 CONCORD STREET SUITE 221 | FRAMINGHAM | MA | 01702 | GOV | FRAMINGHAM COVID-19 VACCINE INITIATIVE | $30,000 | |
| FRAMINGHAM COUNCIL ON AGING | |||||||
| 535 UNION AVENUE | FRAMINGHAM | MA | 01702 | GOV | INTERCONNECTING OLDER ADULTS IN FRAMINGHAM | $25,000 | |
| FRAMINGHAM PUBLIC SCHOOLS | |||||||
| 31 FLAGG DRIVE | FRAMINGHAM | MA | 01702 | GOV | INCREASING ACCESS TO COUNSELING FOR ADULT ESL STUDENTS | $9,984 | |
| FRAMINGHAM PUBLIC SCHOOLS | |||||||
| 31 FLAGG DRIVE | FRAMINGHAM | MA | 01702 | GOV | IMPROVING ACCESS TO HEALTH CARE | $15,000 | |
| FRAMINGHAM PUBLIC SCHOOLS | |||||||
| 31 FLAGG DRIVE | FRAMINGHAM | MA | 01702 | GOV | COVID 19 EMERGENCY GRANT | $8,500 | |
| FRAMINGHAM PUBLIC SCHOOLS | |||||||
| 31 FLAGG DRIVE | FRAMINGHAM | MA | 01702 | GOV | COVID-19 EMERGENCY GRANT | $8,500 | |
| FRAMINGHAM PUBLIC SCHOOLS | |||||||
| 31 FLAGG DRIVE | FRAMINGHAM | MA | 01702 | GOV | INCREASING MENTAL/BEHAVIORAL HEALTH SUPPORTS TO STUDENTS IN RESPONSE TO COVID-19 | $50,000 | |
| FRANKLIN COUNCIL ON AGING | |||||||
| 10 DANIEL MCCAHILL STREET | FRANKLIN | MA | 02038 | GOV | ALEXA CLUB | $4,599 | |
| GENESIS COUNSELING SERVICES INC | |||||||
| 24 UNION AVE SUITE 11 | FRAMINGHAM | MA | 01702 | PC | METROWEST HEALTH INTERNSHIP - RENEE GUAMOND | $7,500 | |
| GENESIS COUNSELING SERVICES INC | |||||||
| 24 UNION AVE SUITE 11 | FRAMINGHAM | MA | 01702 | PC | METROWEST HEALTH INTERNSHIP - QUEILA RAMOS | $7,500 | |
| GENESIS COUNSELING SERVICES INC | |||||||
| 24 UNION AVE SUITE 11 | FRAMINGHAM | MA | 01702 | PC | METROWEST HEALTH INTERNSHIP - IVA PENEZIC | $7,500 | |
| GRANT MAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | PC | MEMBERSHIP DUES 2021 | $8,500 | |
| HEALTH CARE FOR ALL | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | HEALTH JUSTICE ACADEMY - METROWEST | $30,000 | |
| HEALTH CARE FOR ALL | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | BASIC HEALTH NEEDS - INSURANCE ENROLLMENT | $25,000 | |
| HEALTH LAW ADVOCATES INC | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | CONTINUATION OF LEGAL AID EMERGENCY RESPONSE TO NEW PUBLIC CHARGE RULE AMID THE COVID-19 CRISIS. | $9,950 | |
| HOCKOMOCK AREA YMCA - BERNON FAMILY BRANCH | |||||||
| 45 FORGE HILL ROAD | FRANKLIN | MA | 02038 | PC | COVID-19 EMERGENCY GRANT | $7,500 | |
| HOLLISTON COUNCIL ON AGING | |||||||
| 150 GOULDING ST | HOLLISTON | MA | 01746 | PC | UTILIZING TECHNOLOGY TO ENGAGE SENIORS | $16,650 | |
| HOLLISTON COUNCIL ON AGING | |||||||
| 150 GOULDING ST | HOLLISTON | MA | 01746 | PC | ENGAGEMENT THROUGH OUTDOOR ACTIVITIES | $9,504 | |
| HOPEDALE PUBLIC SCHOOLS | |||||||
| 25 ADIN STREET | HOPEDALE | MA | 01747 | GOV | TRANSITION SUPPORT PROGRAM | $32,500 | |
| HOPKINTON HEALTH DEPARTMENT | |||||||
| 18 MAIN STREET | HOPKINTON | MA | 01748 | GOV | SMOKE FREE 2.0 - RESPONDING TO THE YOUTH VAPING CRISIS | $12,500 | |
| HOPKINTON HEALTH DEPARTMENT | |||||||
| 18 MAIN STREET | HOPKINTON | MA | 01748 | GOV | COVID-19 PUBLIC HEALTH CAPACITY BUILDING GRANT | $19,800 | |
| HORACE MANN EDUCATIONAL ASSOCIATES INC | |||||||
| 8 FORGE PARK EAST | FRANKLIN | MA | 02038 | PC | COVID-19 EMERGENCY GRANT | $3,483 | |
| HUDSON COUNCIL ON AGING | |||||||
| 29 CHURCH STREET | HUDSON | MA | 01749 | GOV | DAYBREAK | $11,830 | |
| HUDSON HEALTH DEPARTMENT | |||||||
| 78 MAIN STREET | HUDSON | MA | 01749 | GOV | SOCIAL WORK INITIATIVE | $10,000 | |
| HUDSON HEALTH DEPARTMENT | |||||||
| 78 MAIN STREET | HUDSON | MA | 01749 | GOV | HUDSON COVID-19 CAPACITY BUILDING GRANT | $20,000 | |
| HUDSON HEALTH DEPARTMENT | |||||||
| 78 MAIN STREET | HUDSON | MA | 01749 | GOV | HUDSON EMOTIONAL CPR TRAININGS | $30,000 | |
| HUDSON HEALTH DEPARTMENT | |||||||
| 78 MAIN STREET | HUDSON | MA | 01749 | GOV | METROWEST HEALTH INTERNSHIP - KATE KILLION | $7,500 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PC | VIRTUAL VISITORS/CARING CONNECTORS | $14,878 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PC | TO TRANSLATE TRAINING MATERIALS TO BE USED FOR AN ACTIVE BYSTANDER PROGRAM. | $8,750 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PC | FRAMINGHAM IMMIGRANT HEALTH EQUITY MODEL: PLANNING PROCESS | $24,101 | |
| LATINO HEALTH INSURANCE PROGRAM INC | |||||||
| 88 WAVERLY STREET SUITE 150 1ST | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - INSURANCE ENROLLMENT | $50,000 | FLOOR |
| LEARNING CENTER FOR THE DEAF | |||||||
| 848 CENTRAL STREET | FRAMINGHAM | MA | 01701 | PC | RACIAL HEALTH EQUITY INITIATIVE | $30,000 | |
| LOVIN' SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE SUITE E | BOSTON | MA | 02134 | PC | SECOND METROWEST ROUTE | $50,000 | |
| MARLBOROUGH PUBLIC SCHOOLS | |||||||
| DISTRICT EDUCATION CENTER 17 | MARLBOROUGH | MA | 017522225 | GOV | MHS TRANSITIONS PROGRAM | $14,417 | WASHINGTON STREET |
| MASSACHUSETTS ASSOCIATION FOR THE BLIND | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | PC | REDUCING SOCIAL ISOLATION FOR MW OLDER ADULTS WITH VISION LOSS DURING COVID | $21,347 | |
| MASSACHUSETTS BAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | GOV | NEW DAY/NUEVO DA | $15,000 | |
| MASSACHUSETTS BAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | GOV | ACCREDITED SIMULATION CENTER | $250,000 | |
| MENTAL HEALTH COLLABORATIVE INC | |||||||
| 149 WOOD STREET | HOPKINTON | MA | 01748 | PC | BUILDING MENTAL HEALTH LITERACY FOR THE BIG BROTHERS BIG SISTERS METROWEST COMMUNITY | $7,275 | |
| METROWEST FREE MEDICAL PROGRAM | |||||||
| C/O CONGREGATION BETH EL 105 HUDSON | SUDBURY | MA | 01776 | PC | HEALTH EQUITY THROUGH MEDICAL INTERPRETER & VOLUNTEER SERVICES | $12,500 | RD |
| METROWEST LEGAL SERVICES | |||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - SUPPORT SERVICES | $75,000 | |
| METROWEST LEGAL SERVICES | |||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PC | PUBLIC CHARGE EDUCATION AND REPRESENTATION | $9,792 | |
| METROWEST NONPROFIT NETWORK INC | |||||||
| PO BOX 1661 | FRAMINGHAM | MA | 01701 | PC | VOICES OF THE COMMUNITY | $107,399 | |
| METROWEST YMCA | |||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PC | DIVERSITY AND UNDOING RACISM: A COMPREHENSIVE APPROACH TO STAFF TRAINING | $15,000 | |
| METROWEST YMCA | |||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PC | IDENTIFYING AND ENGAGING SOCIALLY ISOLATED OLDER ADULTS | $12,500 | |
| NATICK COUNCIL ON AGING | |||||||
| 117 EAST CENTRAL STREET | NATICK | MA | 01760 | GOV | LET'S TALK NATICK (FORMERLY THE NATICK CONVERSATION PROJECT) | $59,120 | |
| NATICK HEALTH DEPARTMENT | |||||||
| 13 EAST CENTRAL STREET | NATICK | MA | 01760 | GOV | TOWN OF NATICK COVID-19 COMMUNITY PROGRAM | $30,000 | |
| NATICK HEALTH DEPARTMENT | |||||||
| 13 EAST CENTRAL STREET | NATICK | MA | 01760 | GOV | NATICK 180 COALITION HEALTH EQUITY PLAN DEVELOPMENT AND TRAINING SERIES | $30,000 | |
| NATICK PUBLIC SCHOOLS | |||||||
| 13 E CENTRAL STREET | NATICK | MA | 01760 | GOV | GAME CHANGERS | $7,000 | |
| NATICK SERVICE COUNCIL INC | |||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | PC | FOOD PANTRY | $50,000 | |
| NEEDHAM COMMUNITY COUNCIL | |||||||
| 570 HILLSIDE AVE | NEEDHAM | MA | 02494 | PC | TABLETS AND TUTORS | $25,000 | |
| NEEDHAM COMMUNITY COUNCIL | |||||||
| 570 HILLSIDE AVE | NEEDHAM | MA | 02494 | PC | LYFT PILOT PROGRAM | $10,000 | |
| NEEDHAM PUBLIC HEALTH DIVISION | |||||||
| 178 ROSEMARY STREET | NEEDHAM | MA | 02494 | GOV | VAPING PREVENTION PROGRAM | $12,643 | |
| NEEDHAM PUBLIC HEALTH DIVISION | |||||||
| 178 ROSEMARY STREET | NEEDHAM | MA | 02494 | GOV | NEEDHAM PUBLIC HEALTH COVID RESPONSE | $20,000 | |
| NEEDHAM PUBLIC SCHOOLS | |||||||
| 1330 HIGHLAND AVENUE | NEEDHAM | MA | 02492 | GOV | IMPROVING STUDENT HEALTH BY ADDRESSING RACIAL DISCRIMINATION | $9,000 | |
| NEW HOPE INC | |||||||
| 247 MAPLE STREET | ATTLEBORO | MA | 02703 | PC | BI-LINGUAL COUNSELOR/ADVOCATE | $30,000 | |
| NORTHBOROUGH COUNCIL ON AGING | |||||||
| 119 BEARFOOT RD | NORTHBOROUGH | MA | 01532 | GOV | "BUILDING SOCIAL CONNECTIONS AND RESILIENCY IN SENIORS THROUGH THE EXPRESSIVE ARTS" | $9,268 | |
| OUT METROWEST | |||||||
| PO BOX 2122 | FRAMINGHAM | MA | 01703 | PC | IMPROVING CONNECTION AND OUTCOMES FOR LGBTQ+ YOUTH OF COLOR IN METROWEST | $12,073 | |
| A PLACE TO TURN | |||||||
| 99 HARTFORD STREET | NATICK | MA | 01760 | PC | FOOD PANTRY | $20,000 | |
| A PLACE TO TURN | |||||||
| 99 HARTFORD STREET | NATICK | MA | 01760 | PC | FOOD PANTRY | $30,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | SHORT TERM ACCESSIBLE MENTAL HEALTH PROGRAM PILOT | $10,000 | |
| RIA HOUSE INC - READYINSPIREACT | |||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | PC | IMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF CSE | $10,000 | |
| RIA HOUSE INC - READYINSPIREACT | |||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | PC | COVID-19 EMERGENCY GRANT | $2,500 | |
| SHERBORN COUNCIL ON AGING | |||||||
| PO BOX 186 | SHERBORN | MA | 01770 | GOV | INCREASE CONNECTIVITY WITH OLDER ADULTS (ICOA) | $16,000 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | SMOC PEER RECOVERY COACHING EMERGENCY RESPONSE TEAM | $14,527 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | FRAMINGHAM COMMUNITY AND CULTURAL CENTER MENTORING PROGRAM | $25,783 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $75,000 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - HOMELESSNESS | $75,000 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY FUND | $75,000 | |
| SPARK KINDNESS INC | |||||||
| PO BOX 823 | NATICK | MA | 01760 | PC | PARENTING DURING PANDEMIC: PROMOTING EMOTIONAL RESILIENCE FOR CAREGIVERS AT A TIME OF UNIQUE HOME, SCHOOL AND WORK CHALLENGES | $24,475 | |
| SUDBURY BOARD OF HEALTH | |||||||
| 275 OLD LANCASTER RD | SUDBURY | MA | 01776 | PC | CLOSED POINTS OF DISPENSING PLAN | $20,000 | |
| THRIVE SUPPORT AND ADVOCACY | |||||||
| 65 BOSTON POST ROAD W SUITE 220 | MARLBOROUGH | MA | 01752 | PC | SOCIAL AND RECREATIONAL PROGRAMMING FOR OLDER ADULTS WITH IDDS | $17,160 | |
| TOWN OF NATICK | |||||||
| 13 EAST CENTRAL STREET | NATICK | MA | 01760 | GOV | NATICK TRAILS FOR ALL | $75,000 | |
| WALKBOSTON | |||||||
| 405 WALTHAM STREET SUITE 309 | LEXINGTON | MA | 02421 | PC | YOUTH WORKING TOWARDS WALKABLE STREETS | $8,750 | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC | |||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PC | WAYSIDE'S EQUITY TRAINING CENTER | $29,770 | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC | |||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $75,000 | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC | |||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PC | COVID-19 EMERGENCY GRANT | $10,000 | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC | |||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PC | EDUCATING GRANT RECIPIENTS AROUND DIVERSITY, EQUITY, AND INCLUSION TO BETTER ADDRESS HEALTH EQUITY ISSUES | $10,974 | |
| WELLESLEY COUNCIL ON AGING | |||||||
| 500 WASHINGTON STREET | WELLESLEY | MA | 02482 | GOV | COVID 19 EMERGENCY GRANT | $10,000 | |
| WESTBOROUGH YOUTH & FAMILY SERVICES | |||||||
| 34 WEST MAIN STREET | WESTBOROUGH | MA | 01581 | PC | REACH OUT WESTBOROUGH | $19,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,508,075 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVANCED MATH AND SCIENCE ACADEMY CHARTER SCHOOL | |||||||
| 201 FOREST STREET | MARLBOROUGH | MA | 01752 | PC | SUPPORTING HIGH NEEDS STUDENTS' TRANSITION BACK TO SCHOOL | $15,000 | |
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | HELPING ISOLATED ELDERS IN MENTAL HEALTH CRISIS | $11,900 | |
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $150,000 | |
| BETH ISRAEL LAHEY HEALTH AT HOME | |||||||
| ATTN GIFT ADMINISTRATION OFFICE OF | BURLINGTON | MA | 01805 | PC | CORAZON A CORAZON (HEART TO HEART) | $14,996 | PHILANTHROPY 41 MALL ROAD |
| DANIEL'S TABLE | |||||||
| 10 PEARL STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS | $25,000 | |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 115 NORTHEAST CUTOFF BLDG 2 SUITE | WORCESTER | MA | 01606 | PC | BASIC HEALTH NEEDS - ORAL HEALTH | $100,000 | 200 |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 115 NORTHEAST CUTOFF BLDG 2 SUITE | WORCESTER | MA | 01606 | PC | BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE | $350,000 | 200 |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 115 NORTHEAST CUTOFF BLDG 2 SUITE | WORCESTER | MA | 01606 | PC | BASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE | $450,000 | 200 |
| FRAMINGHAM PUBLIC SCHOOLS | |||||||
| 31 FLAGG DRIVE | FRAMINGHAM | MA | 01702 | GOV | INCREASING MENTAL/BEHAVIORAL HEALTH SUPPORTS TO STUDENTS IN RESPONSE TO COVID-19 | $50,000 | |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET DWIGHT HALL | FRAMINGHAM | MA | 01701 | GOV | VAPING CESSATION PROGRAM AT FRAMINGHAM STATE UNIVERSITY | $8,967 | |
| HEALTH CARE FOR ALL | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | BASIC HEALTH NEEDS - INSURANCE ENROLLMENT | $50,000 | |
| HUMAN RELATIONS SERVICE INC | |||||||
| 11 CHAPEL PLACE | WELLESLEY | MA | 02481 | PC | METROWEST HEALTH INTERNSHIP - LAN HO | $7,500 | |
| HUMAN RELATIONS SERVICE INC | |||||||
| 11 CHAPEL PLACE | WELLESLEY | MA | 02481 | PC | METROWEST HEALTH INTERNSHIP - LENA COMPTON | $7,500 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PC | VIRTUAL VISITORS/CARING CONNECTORS | $14,878 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PC | TO TRANSLATE TRAINING MATERIALS TO BE USED FOR AN ACTIVE BYSTANDER PROGRAM. | $8,750 | |
| LATINO HEALTH INSURANCE PROGRAM INC | |||||||
| 88 WAVERLY STREET SUITE 150 1ST | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - INSURANCE ENROLLMENT | $100,000 | FLOOR |
| LOVIN' SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE SUITE E | BOSTON | MA | 02134 | PC | BASIC HEALTH NEEDS - SUPPORT SERVICES | $150,000 | |
| LOVIN' SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE SUITE E | BOSTON | MA | 02134 | PC | SECOND METROWEST ROUTE | $100,000 | |
| MASSACHUSETTS BAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | GOV | NEW DAY/NUEVO DA | $15,000 | |
| MASSACHUSETTS BAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | GOV | ACCREDITED SIMULATION CENTER | $250,000 | |
| MENTAL HEALTH COLLABORATIVE INC | |||||||
| 149 WOOD STREET | HOPKINTON | MA | 01748 | PC | BUILDING MENTAL HEALTH LITERACY FOR THE BIG BROTHERS BIG SISTERS METROWEST COMMUNITY | $7,275 | |
| METRO COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 40 MECHANIC ST SUITE 300 | MARLBOROUGH | MA | 01752 | PC | METROWEST HEALTH INTERNSHIP - LAUREN METZLER | $7,500 | |
| METROWEST LEGAL SERVICES | |||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - SUPPORT SERVICES | $150,000 | |
| METROWEST LEGAL SERVICES | |||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PC | PUBLIC CHARGE EDUCATION AND REPRESENTATION | $9,792 | |
| METROWEST NONPROFIT NETWORK INC | |||||||
| PO BOX 1661 | FRAMINGHAM | MA | 01701 | PC | VOICES OF THE COMMUNITY | $107,399 | |
| METROWEST YMCA | |||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PC | DIVERSITY AND UNDOING RACISM: A COMPREHENSIVE APPROACH TO STAFF TRAINING | $15,000 | |
| METROWEST YMCA | |||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PC | IDENTIFYING AND ENGAGING SOCIALLY ISOLATED OLDER ADULTS | $12,500 | |
| METROWEST YMCA | |||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PC | METROWEST HEALTH INTERNSHIP - NATHALIE NGU | $7,500 | |
| OUT METROWEST | |||||||
| PO BOX 2122 | FRAMINGHAM | MA | 01703 | PC | IMPROVING CONNECTION AND OUTCOMES FOR LGBTQ+ YOUTH OF COLOR IN METROWEST | $12,073 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | SHORT TERM ACCESSIBLE MENTAL HEALTH PROGRAM PILOT | $10,000 | |
| RIVERSIDE COMMUNITY CARE | |||||||
| 270 BRIDGE STREET SUITE 301 | DEDHAM | MA | 02026 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $150,000 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $150,000 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - HOMELESSNESS | $150,000 | |
| SUDBURY BOARD OF HEALTH | |||||||
| 275 OLD LANCASTER RD | SUDBURY | MA | 01776 | GOV | METROWEST HEALTH INTERNSHIP - JAMIE HARSIP | $7,500 | |
| SUDBURY BOARD OF HEALTH | |||||||
| 275 OLD LANCASTER RD | SUDBURY | MA | 01776 | GOV | METROWEST HEALTH INTERNSHIP - ABBY STOLLER | $7,500 | |
| SUDBURY BOARD OF HEALTH | |||||||
| 275 OLD LANCASTER RD | SUDBURY | MA | 01776 | GOV | METROWEST HEALTH INTERNSHIP - ANNE WILLIAMS | $7,500 | |
| SUDBURY BOARD OF HEALTH | |||||||
| 275 OLD LANCASTER RD | SUDBURY | MA | 01776 | GOV | METROWEST HEALTH INTERNSHIP - REBECCA WHITLEY | $7,500 | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC | |||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $150,000 | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC | |||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PC | EDUCATING GRANT RECIPIENTS AROUND DIVERSITY, EQUITY, AND INCLUSION TO BETTER ADDRESS HEALTH EQUITY ISSUES | $10,974 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,859,504 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,484,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,196,308 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,681,088 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,681,088 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BOSTON FOUNDATIONPFAFF FUND | ||||||
| 1 | 75 ARLINGTON STREET | BOSTON | MA | 02116 | $31,123 | Yes (X) |
| BNY MELLON BANKCHICKERING FUND | ||||||
| 2 | 201 WASHINGTON STREET | BOSTON | MA | 02108 | $245,076 | Yes (X) |
| US TRUSTCLARK FOUNDATION | ||||||
| 3 | 100 WESTMINSTER STREET | PROVIDENCE | RI | 02903 | $14,202 | Yes (X) |
| US TRUSTSARAH E WHITE TRUST | ||||||
| 4 | 100 WESTMINSTER STREET | PROVIDENCE | RI | 02903 | $14,707 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $37,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $37,800 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIXED ASSETS | PropertyDesc |
| Cost Or Other Basis | $145,712 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $139,492 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | METROWEST 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- $245,0762. CLARK TRUST C/O BANK OF AMERICA- $14,2023. SARAH WHITE TRUST C/O BANK OF AMERICA- $14,707 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLOBAL EQUITIES - EQUITIES | $26,059,934 | $26,059,934 |
| US EQUITIES - EQUITIES | $30,976,575 | $30,976,575 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,469,634 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,469,634 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CREDIT OBLIGATION - FIXED INCOME | FMV | $9,280,672 | $9,280,672 |
| BOND FUNDS - FIXED INCOME | FMV | $3,667,631 | $3,667,631 |
| HEDGE FUNDS - ALTERNATIVE INVESTMENTS | FMV | $26,451,329 | $26,451,329 |
| REAL ESTATE FUND - ALTERNATIVE INVESTMENTS | FMV | $10,736,049 | $10,736,049 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $145,712 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $139,492 | AccumulatedDepreciationAmt |
| Book Value | $6,220 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $552 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $552 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | Desc |
| BOY Book Value | $7,390,013 | BOYBookValueAmt |
| EOY Book Value | $8,405,193 | EOYBookValueAmt |
| EOYFMV | $8,405,193 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED EXCISE TAXES | Desc |
| Amt | $183,024 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEB & COMPUTER SUPPORT | $67,276 | $0 | $0 | $67,276 |
| INSURANCE | $9,375 | $0 | $0 | $9,375 |
| EQUIPMENT RENTAL | $7,337 | $0 | $0 | $7,337 |
| OFFICE SUPPLIES AND SUPPORT | $32,588 | $0 | $0 | $32,588 |
| INVESTMENT FEES | $871,518 | $871,518 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $13,167,213 |
| GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | $1,015,180 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $373,417 | $563,450 |
| FUNDS HELD FOR OTHERS | $1,989,330 | $1,748,932 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $175,789 | Amt |
| Net Investment Income | $82,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $92,979 | DisbursementsCharitablePrpsAmt |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE VALUE OF THE ASSET BEFORE THE REDUCTION CLAIMED ABOVE AS OF SEPTEMBER 30, 2021 WAS $ 8,405,193. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $107,395 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |