METROWEST HEALTH FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- METROWEST HEALTH FOUNDATION INC (EIN 04-2121342)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-04
- IRS object ID
- 202120359349100417
- Schema version
- 2019v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2021-02-04T15:03:33-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 2019-10-01 | 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 | 2021-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS WASHBURN CPA | PreparerPersonNm |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2021-02-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $105,425,336 | 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 | $303,816 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,624,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,624,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,998,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,452,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$70,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,624,023 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $271,332 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $51,835 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $219,497 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $379,442 | 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 | $379,442 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $213,535 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,540 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $196,995 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $135,223 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,901 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,322 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,939 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,670 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $135,469 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,099 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $124,370 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $55,506 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $188 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $55,318 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $21,003 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $21,003 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $661,726 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $551,244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110,482 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,929,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $709,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,690,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,742,986 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,620,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $709,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,943,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,691,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $914,216 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,992 | CashBOYAmt |
| Cash EOY | $120,570 | CashEOYAmt |
| Cash EOYFMV | $120,570 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,948,218 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,431,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,431,591 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $147,164 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $108,396 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $108,396 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $7,391,293 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,624,208 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,624,208 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $86,808,207 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $91,740,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,740,940 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $145,521 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $135,903 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,592 | LandBOYAmt |
| Land EOY | $9,618 | LandEOYAmt |
| Land EOYFMV | $9,618 | LandEOYFMVAmt |
| Other Assets BOY | $7,344,377 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,390,013 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,390,013 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $103,769,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,425,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,425,336 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $202,975 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $207,940 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,802,127 | GrantsPayableBOYAmt |
| Grants Payable EOY | $747,939 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,029,208 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,362,747 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,034,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,318,626 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $81,556,016 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $84,445,782 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $17,179,517 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $17,660,928 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,735,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,106,710 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,769,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,425,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,735,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,691,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,062,576 | OtherIncreasesAmt |
| Subtotal | $102,106,710 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,106,710 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 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 | $19,209,238 | $22,244,059 | -$3,034,821 | -$3,034,821 | ||
| ALTERNATE FUNDS | P | $2,243,349 | $1,207,225 | $1,036,124 | $1,036,124 | 2019-05-01 | 2020-06-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,998,697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,612,802 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $96,747,664 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047679 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,635,455 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $99,872,308 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046414 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,342,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $92,192,608 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047107 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,945,243 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $88,968,114 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055584 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,374,870 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $94,080,684 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035872 | DistributionYr5Rt |
| Total Distribution | 0.232656 | TotalDistributionRt |
| Average Distribution | 0.046531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $94,065,114 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,376,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,142 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,386,086 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,949,010 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,142 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,142 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,825 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $87,825 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $78,683 | OverpaymentAmt |
| Applied To ES Tax | $78,683 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 (13 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 | $271,332 | $57,030 | $0 |
| ANNE MARIE BOURSIQUOT KING | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | CHAIR | 5.00 | $0 | $0 | $0 |
| WILLIAM GRAHAM | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | VICE CHAIR | 5.00 | $0 | $0 | $0 |
| ANNA CAROLLO CROSS | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | CLERK | 5.00 | $0 | $0 | $0 |
| JOHN CORRON | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TREASURER | 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 | 5.00 | $0 | $0 | $0 |
| CAROL GLOFF | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | TRUSTEE | 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 |
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 | $113,882 | $44,187 | $0 |
| CATHY GLOVER | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | GRANTS MANAGEMENT DI | 35.00 | $101,999 | $36,329 | $0 |
| REBECCA GALLO | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | SENIOR PROGRAM OFFIC | 35.00 | $91,390 | $10,276 | $0 |
| KATHERINE BAKER | ||||||||
| 161 WORCESTER RD | FRAMINGHAM | MA | 01701 | POLICY ANALYST | 40.00 | $69,400 | $16,123 | $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 | $78,901 |
| STATE STREET CORPORATION | |||||
| 1200 CROWN COLONY DRIVE | QUINCY | MA | 02169 | INVESTMENT BANKING | $54,479 |
| 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 TWENTY-FIVE COMMUNITIES IN THE METROWEST AREA OF MASSACHUSETTS. 2. THE FOUNDATION SPONSORED THE METROWEST HEALTH LEADERSHIP PROGRAM, OFFERING LEADERSHIP TRAINING TO 10 INDIVIDUALS FROM HEALTH AND HUMAN SERVICES AGENCIES WITHIN OUR SERVICE AREA. 3. THE FOUNDATION SUPPORTED A VARIETY OF TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES TO IMPROVE HEALTH AND WELLNESS IN THE REGION. | Description1Txt |
| Expenses1 | $483,974 | 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 | $39,611,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $687,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $55,198,218 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,497,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $7,390,013 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,497,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,432,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,065,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,703,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,703,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,142 | TotalTaxAmt |
| Distributable Before Adj | $4,694,114 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,694,114 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,694,114 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,943,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $5,695 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,949,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,142 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,939,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,694,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,842,876 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,949,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,842,876 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $271,042 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,835,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $271,042 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,859,022 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $271,042 | 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 (195 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $112,500 | |
| 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 19 EMERGENCY GRANT | $10,000 | |
| ADVOCATES INC | |||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | BEHAVIORAL HEALTH PARTNERS OF METROWEST - METROWEST HEALTH & SOCIAL SERVICE HUB | $96,559 | |
| ASHLAND PUBLIC SCHOOLS | |||||||
| 87 WEST UNION STREET | ASHLAND | MA | 01721 | GOV | MTSS VAPING PLAN DEVELOPMENT | $3,500 | |
| BAYPATH ELDER SERVICES INC | |||||||
| 33 BOSTON POST ROAD WEST STE 510 | MARLBOROUGH | MA | 017521853 | PC | LGBTQ+ INITIATIVE | $17,368 | |
| BELLINGHAM PUBLIC SCHOOLS | |||||||
| 4 MECHANIC STREET | BELLINGHAM | MA | 02019 | GOV | SEL: ENHANCING STUDENTS' CAPACITY FOR SUCCESSFUL ENGAGEMENT | $15,000 | |
| BETHANY HEALTH CARE CENTER | |||||||
| 97 BETHANY ROAD | FRAMINGHAM | MA | 01702 | PC | BETHANY HEALTH CARE SENIOR MONTESSORI PROGRAM | $15,085 | |
| BETHANY HEALTH CARE CENTER | |||||||
| 97 BETHANY ROAD | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| BETHANY HILL PLACE | |||||||
| 89 BETHANY ROAD | FRAMINGHAM | MA | 01702 | PC | MENTAL HEALTH CLINICIAN AT BETHANY HILL PLACE | $10,000 | |
| BETHANY HILL PLACE | |||||||
| 89 BETHANY ROAD | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY GRANT | $3,500 | |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PC | YOUTH VAPING CESSATION INITIATIVE | $37,359 | |
| BRAZILIAN AMERICAN CENTER BRACE | |||||||
| 560 WAVERLY STREET | FRAMINGHAM | MA | 01702 | PC | ENHANCING THE MENTAL HEALTH OF LATIN AMERICAN ADOLESCENTS AND THEIR FAMILIES IN FRAMINGHAM, CONTINUATION PROJECT 2019 | $15,458 | |
| BRAZILIAN AMERICAN CENTER BRACE | |||||||
| 560 WAVERLY STREET | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| CHARLES RIVER CENTER | |||||||
| 59 EAST MILITIA HEIGHTS DRIVE | NEEDHAM | MA | 02492 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| CIRCLE OF HOPE | |||||||
| 1329 HIGHLAND AVENUE | NEEDHAM | MA | 02492 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| COMMON STREET SPIRITUAL CENTER | |||||||
| 13 COMMON STREET | NATICK | MA | 01760 | PC | GUN BUY-BACK PROGRAM | $10,000 | |
| COUNCIL ON FOUNDATIONS | |||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | PC | EFFECTIVE PHILANTHROPY | $10,000 | |
| DANIEL'S TABLE | |||||||
| 10 PEARL STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS | $50,000 | |
| DE NOVO CENTER FOR JUSTICE AND HEALING | |||||||
| 47 THORNDIKE STREET SB-LL-1 | CAMBRIDGE | MA | 02141 | PC | FORENSIC PSYCHOLOGICAL EVALUATIONS FOR ASYLUM SEEKERS | $22,994 | |
| DIGNITY MATTERS INC | |||||||
| PO BOX 72 | WAYLAND | MA | 01778 | PC | CAPACITY BUILDING THROUGH THE CREATION OF A PROGRAMMING OUTREACH MANAGER POSITION. | $12,500 | |
| DOC WAYNE YOUTH SERVICES INC | |||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| DOVER-SHERBORN REGIONAL SCHOOLS | |||||||
| 157 FARM STREET | DOVER | MA | 02030 | GOV | DOVER-SHERBORN HIGH SCHOOL TRANSITION PROGRAM | $12,750 | |
| EDUCATION DEVELOPMENT CENTER INC | |||||||
| 43 FOUNDRY AVENUE | WALTHAM | MA | 024538313 | PC | 2020 METROWEST ADOLESCENT HEALTH SURVEY | $450,950 | |
| EDUCATION DEVELOPMENT CENTER INC | |||||||
| 43 FOUNDRY AVENUE | WALTHAM | MA | 024538313 | PC | METROWEST ADOLESCENT HEALTH SURVEY - ADVANCED MATH AND SCIENCE ACADEMY | $15,674 | |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 650 LINCOLN STREET | WORCESTER | MA | 01605 | PC | BASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE | $300,000 | |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 650 LINCOLN STREET | WORCESTER | MA | 01605 | PC | BASIC HEALTH NEEDS - ORAL HEALTH CARE | $75,000 | |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 650 LINCOLN STREET | WORCESTER | MA | 01605 | PC | BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE | $262,500 | |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 650 LINCOLN STREET | WORCESTER | MA | 01605 | PC | SCHOOL-BASED BEHAVIORAL HEALTH | $10,000 | |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 650 LINCOLN STREET | WORCESTER | MA | 01605 | PC | CAREER PROGRESSION PLAN | $13,428 | |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | |||||||
| 650 LINCOLN STREET | WORCESTER | MA | 01605 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| EDWARDS CHURCH UNITED CHURCH OF CHRIST | |||||||
| 39 EDWARDS STREET | FRAMINGHAM | MA | 01701 | PC | HOSTING THE VA VET CENTER COMMUNITY ACCESS POINT | $6,000 | |
| EMPLOYMENT OPTIONS | |||||||
| 82 BRIGHAM STREET | MARLBOROUGH | MA | 01752 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| FAMILY CONTINUITY (FCP INC) | |||||||
| 76 CHURCH STREET | WHITINSVILLE | MA | 01588 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| FAMILY PROMISE METROWEST | |||||||
| 6 MULLIGAN STREET | NATICK | MA | 01760 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| FOUNDATION FOR METROWEST | |||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | PC | FRAMINGHAM FOOD FUND | $10,000 | |
| TOWN OF FRAMINGHAM - BOARD OF HEALTH | |||||||
| 150 CONCORD STREET SUITE 221 | FRAMINGHAM | MA | 01702 | GOV | AGE AND DEMENTIA FRIENDLY FRAMINGHAM | $9,620 | |
| FRAMINGHAM HEALTH DEPARTMENT | |||||||
| 150 CONCORD STREET | FRAMINGHAM | MA | 01702 | GOV | METROWEST RECOVERY FRIENDLY WORKPLACE INITIATIVE | $20,000 | |
| FRAMINGHAM HOUSING AUTHORITY | |||||||
| 1 JOHN J BRADY DR | FRAMINGHAM | MA | 01702 | GOV | COVID 19 EMERGENCY GRANT | $2,500 | |
| FRAMINGHAM PUBLIC SCHOOLS | |||||||
| 73 MT WAYTE AVE SUITE 5 | FRAMINGHAM | MA | 01702 | GOV | INCREASING ACCESS TO COUNSELING FOR ADULT ESL STUDENTS | $9,984 | |
| FRAMINGHAM PUBLIC SCHOOLS | |||||||
| 73 MT WAYTE AVE SUITE 5 | FRAMINGHAM | MA | 01702 | GOV | IMPROVING ACCESS TO HEALTH CARE | $15,000 | |
| FRAMINGHAM PUBLIC SCHOOLS | |||||||
| 73 MT WAYTE AVE SUITE 5 | FRAMINGHAM | MA | 01702 | GOV | EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT | $15,000 | |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET DWIGHT HALL | FRAMINGHAM | MA | 01701 | GOV | VAPING CESSATION PROGRAM AT FRAMINGHAM STATE UNIVERSITY | $8,967 | |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET DWIGHT HALL | FRAMINGHAM | MA | 01701 | GOV | COVID 19 EMERGENCY GRANT | $4,408 | |
| FRANKLIN COUNCIL ON AGING | |||||||
| 10 DANIEL MCCAHILL STREET | FRANKLIN | MA | 02038 | GOV | COVID 19 EMERGENCY GRANT | $5,000 | |
| FRANKLIN FOOD PANTRY | |||||||
| 43 WEST CENTRAL STREET PO BOX 116 | FRANKLIN | MA | 02038 | PC | COVID 19 EMERGENCY GRANT | $6,000 | |
| FRIENDS OF CALLAHAN SENIOR CENTER | |||||||
| 535 UNION AVE | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| GRANT MAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | PC | EFFECTIVE PHILANTHROPY | $8,500 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | PC | EFFECTIVE PHILANTHROPY | $2,090 | |
| HEALTH CARE FOR ALL | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | BASIC HEALTH NEEDS - INSURANCE ENROLLMENT | $37,500 | |
| HEALTH CARE FOR ALL | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | IMMIGRANT HEALTH ACCESS PROJECT | $7,785 | |
| HEALTH CARE FOR ALL | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| 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 | |
| HESSCO ELDER SERVICES | |||||||
| ONE MERCHANT STREET | SHARON | MA | 02067 | PC | LGBT ELDER SOCIAL MEAL PROGRAM | $9,915 | |
| HOCKOMOCK AREA YMCA - BERNON FAMILY BRANCH | |||||||
| 45 FORGE HILL ROAD | FRANKLIN | MA | 02038 | PC | COVID 19 EMERGENCY GRANT | $6,000 | |
| HOOPS AND HOMEWORK INC | |||||||
| 56 AGNES DRIVE | FRAMINGHAM | MA | 01701 | PC | COVID 19 EMERGENCY GRANT | $4,860 | |
| HOPEDALE PUBLIC SCHOOLS | |||||||
| 25 ADIN STREET | HOPEDALE | MA | 01747 | GOV | TRANSITION SUPPORT PROGRAM | $35,000 | |
| 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 | HOPKINTON TOBACCO INITIATIVE | $9,341 | |
| HOPKINTON HEALTH DEPARTMENT | |||||||
| 18 MAIN STREET | HOPKINTON | MA | 01748 | GOV | SMOKE FREE 2.0 - RESPONDING TO THE YOUTH VAPING CRISIS | $12,500 | |
| HORACE MANN EDUCATIONAL ASSOCIATES INC | |||||||
| 8 FORGE PARK EAST | FRANKLIN | MA | 02038 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| HUDSON COUNCIL ON AGING | |||||||
| 29 CHURCH STREET | HUDSON | MA | 01749 | GOV | DAYBREAK | $11,830 | |
| HUDSON HEALTH DEPARTMENT | |||||||
| 78 MAIN STREET | HUDSON | MA | 01749 | GOV | BUILDING COMMUNITY CAPACITY IN DEVELOPMENTAL ASSETS THROUGH TRAINING | $10,000 | |
| HUDSON HEALTH DEPARTMENT | |||||||
| 78 MAIN STREET | HUDSON | MA | 01749 | GOV | SOCIAL WORK INITIATIVE | $10,000 | |
| HUMAN RELATIONS SERVICE INC | |||||||
| 11 CHAPEL PLACE | WELLESLEY | MA | 02481 | PC | COVID 19 EMERGENCY GRANT | $7,500 | |
| JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC | |||||||
| 281 PLEASANT STREET | FRAMINGHAM | MA | 01701 | PC | SAFETY REPAIRS FOR JEFF'S PLACE YOUTH | $10,000 | |
| JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC | |||||||
| 281 PLEASANT STREET | FRAMINGHAM | MA | 01701 | PC | COVID 19 EMERGENCY GRANT | $613 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PC | FRAMINGHAM IMMIGRANT HEALTH EQUITY MODEL: PLANNING PROCESS. | $26,554 | |
| 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 | COVID 19 EMERGENCY GRANT | $10,000 | |
| JUSTICE RESOURCE INSTITUTE | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 024942300 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| LATINO HEALTH INSURANCE PROGRAM INC | |||||||
| 88 WAVERLY STREET SUITE 150 1ST | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - SUPPORT SERVICES INSURANCE ENROLLMENT | $75,000 | FLOOR |
| LATINO HEALTH INSURANCE PROGRAM INC | |||||||
| 88 WAVERLY STREET SUITE 150 1ST | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY GRANT | $10,000 | FLOOR |
| LEARNING CENTER FOR THE DEAF | |||||||
| 848 CENTRAL STREET | FRAMINGHAM | MA | 01701 | PC | THE LEARNING CENTER FOR THE DEAF / WALDEN COMMUNITY SERVICES - OUTPATIENT MENTAL HEALTH CLINIC FOR DEAF CHILDREN AND FAMILIES | $10,000 | |
| LEARNING CENTER FOR THE DEAF | |||||||
| 848 CENTRAL STREET | FRAMINGHAM | MA | 01701 | PC | AMERICAN SIGN LANGUAGE EDUCATION | $20,000 | |
| LEARNING CENTER FOR THE DEAF | |||||||
| 848 CENTRAL STREET | FRAMINGHAM | MA | 01701 | PC | UPDATED EQUIPMENT FOR TLC AUDIOLOGY CLINIC | $20,000 | |
| LEARNING CENTER FOR THE DEAF | |||||||
| 848 CENTRAL STREET | FRAMINGHAM | MA | 01701 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| COMMUNITY LEGAL AID | |||||||
| 405 MAIN STREET | WORCESTER | MA | 01608 | PC | KNOW YOUR RIGHTS: PUBLIC CHARGE, GOVERNMENT BENEFITS, & MILFORD'S IMMIGRANTS | $10,000 | |
| LOVIN' SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE SUITE E | BOSTON | MA | 02134 | PC | BASIC HEALTH NEEDS - FOOD INSECURITY | $100,000 | |
| LOVIN' SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE SUITE E | BOSTON | MA | 02134 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| MARLBOROUGH PUBLIC SCHOOLS | |||||||
| DISTRICT EDUCATION CENTER 17 | MARLBOROUGH | MA | 017522225 | GOV | MHS TRANSITIONS PROGRAM- BRIDGE | $36,333 | WASHINGTON STREET |
| MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS | |||||||
| 1046 CAMBRIDGE ST | CAMBRIDGE | MA | 02139 | PC | COVID 19 EMERGENCY GRANT | $2,500 | |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC | |||||||
| 50 FEDERAL STREET 6TH FLOOR | BOSTON | MA | 02114 | PC | NETWORK OF CARE STAFFING REQUEST | $41,633 | |
| MASSACHUSETTS ASSOCIATION FOR THE BLIND | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | PC | COVID 19 EMERGENCY GRANT | $2,500 | |
| MASSACHUSETTS BAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | GOV | NURSING CURRICULUM REDESIGN AND HEALTH CAREERS ACADEMY PROJECT | $14,882 | |
| METRO COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 40 MECHANIC ST SUITE 300 | MARLBOROUGH | MA | 01752 | PC | COVID 19 EMERGENCY GRANT | $3,000 | |
| METROWEST FREE MEDICAL PROGRAM | |||||||
| C/O CONGREGATION BETH EL 105 HUDSON | SUDBURY | MA | 01776 | PC | BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE | $75,000 | RD |
| 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 FREE MEDICAL PROGRAM | |||||||
| C/O CONGREGATION BETH EL 105 HUDSON | SUDBURY | MA | 01776 | PC | COVID 19 EMERGENCY GRANT | $5,000 | RD |
| METROWEST LEGAL SERVICES | |||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PC | JUVENILE IMMIGRANT RELIEF PROJECT | $33,955 | |
| METROWEST LEGAL SERVICES | |||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP | $112,500 | |
| METROWEST LEGAL SERVICES | |||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PC | JUVENILE IMMIGRANT RELIEF PROJECT | $50,376 | |
| METROWEST LEGAL SERVICES | |||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| METROWEST NONPROFIT NETWORK INC | |||||||
| PO BOX 1661 | FRAMINGHAM | MA | 01701 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| METROWEST WORKER CENTER | |||||||
| 116 CONCORD STREET SUITE 11 | FRAMINGHAM | MA | 01702 | PC | INJURED WORKER PROJECT | $10,000 | |
| METROWEST WORKER CENTER | |||||||
| 116 CONCORD STREET SUITE 11 | FRAMINGHAM | MA | 01702 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| METROWEST YMCA | |||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PC | MW SAPA PRIORITIZING PREVENTION IN METROWEST | $12,500 | |
| METROWEST YMCA | |||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PC | COVID 19 EMEREGENCY GRANT | $10,000 | |
| MILFORD PUBLIC SCHOOLS | |||||||
| 31 W FOUNTAIN STREET | MILFORD | MA | 01757 | GOV | YOUTH MENTAL HEALTH FIRST AID PROFESSIONAL DEVELOPMENT TRAINING INITIATIVE | $2,400 | |
| MILFORD PUBLIC SCHOOLS | |||||||
| 31 W FOUNTAIN STREET | MILFORD | MA | 01757 | GOV | COVID 19 EMERGENCY GRANT | $5,000 | |
| MILFORD PUBLIC SCHOOLS | |||||||
| 31 W FOUNTAIN STREET | MILFORD | MA | 01757 | GOV | EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT | $15,000 | |
| NATICK COMMUNITY ORGANIC FARM | |||||||
| 117 ELIOT STREET | NATICK | MA | 01760 | PC | COVID 19 EMERGENCY GRANT | $2,500 | |
| 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 | ASSISTANCE WITH HEALTH SERVICES | $10,000 | |
| NATICK SERVICE COUNCIL INC | |||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | PC | HEALTHY, INFORMATIVE AGING | $20,000 | |
| NATICK SERVICE COUNCIL INC | |||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | PC | FOOD PANTRY | $15,000 | |
| NATICK SERVICE COUNCIL INC | |||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| NEEDHAM COMMUNITY COUNCIL FOOD PANTRY | |||||||
| 575 HILLSIDE AVE | NEEDHAM | MA | 02494 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| NEEDHAM PUBLIC HEALTH DIVISION | |||||||
| 178 ROSEMARY STREET | NEEDHAM | MA | 02494 | GOV | VAPING PREVENTION PROGRAM | $12,643 | |
| NEEDHAM PUBLIC SCHOOLS | |||||||
| 1330 HIGHLAND AVENUE | NEEDHAM | MA | 02492 | GOV | IMPROVING STUDENT HEALTH BY ADDRESSING RACIAL DISCRIMINATION | $9,000 | |
| NEIGHBOR BRIGADE | |||||||
| PO BOX 735 | MAYNARD | MA | 01754 | PC | COVID 19 EMERGENCY GRANT | $3,000 | |
| OUT METROWEST | |||||||
| PO BOX 2122 | FRAMINGHAM | MA | 01703 | PC | MEETING THE NEEDS OF LGBTQ+ YOUTH OF COLOR | $10,358 | |
| A PLACE TO TURN | |||||||
| 99 HARTFORD STREET | NATICK | MA | 01760 | PC | 40TH ANNIVERSARY | $40,000 | |
| A PLACE TO TURN | |||||||
| 99 HARTFORD STREET | NATICK | MA | 01760 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | COVID 19 EMERGENCY GRANT | $8,000 | |
| PROJECT JUST BECAUSE | |||||||
| 109 SOUTH STREET | HOPKINTON | MA | 01748 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| RIA HOUSE INC | |||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | PC | IMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF SEXUAL EXPLOITATION, TRAFFICKING, & PROSTITUTION | $14,996 | |
| RIA HOUSE INC | |||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | PC | IMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF CSE | $10,000 | |
| RIA HOUSE INC | |||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | PC | COVID 19 EMERGENCY GRANT | $5,000 | |
| RIVERSIDE COMMUNITY CARE | |||||||
| 270 BRIDGE STREET SUITE 301 | DEDHAM | MA | 02026 | PC | BASIC HEALTH NEEDS - OPERATING | $125,000 | |
| RIVERSIDE COMMUNITY CARE | |||||||
| 270 BRIDGE STREET SUITE 301 | DEDHAM | MA | 02026 | PC | COVID 19 EMERGENCY GRANT | $10,000 | |
| SALVATION ARMY | |||||||
| PO BOX 311 | FRAMINGHAM | MA | 01704 | PC | COVID 19 EMERGENCY GRANT | $8,000 | |
| SALVATION ARMY - MILFORD | |||||||
| 29 CONGRESS STREET | MILFORD | MA | 01757 | PC | COVID 19 EMERGENCY GRANT | $4,000 | |
| SAMARITANS INC | |||||||
| 41 WEST STREET 4TH FLOOR | BOSTON | MA | 02111 | PC | COVID 19 EMERGENCY GRANT | $3,600 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $112,500 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - HOMELESSNESS | $112,500 | |
| 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 | COVID 19 EMERGENCY GRANT | $10,000 | |
| SPARK KINDNESS INC | |||||||
| PO BOX 823 | NATICK | MA | 01760 | PC | BUILDING MENTAL WELLNESS AND RESILIENCE: COMPREHENSIVE PROGRAMS AND RESOURCES FOR MIDDLE SCHOOL PARENTS/CAREGIVERS | $20,000 | |
| SPARK KINDNESS INC | |||||||
| PO BOX 823 | NATICK | MA | 01760 | PC | COVID 19 EMERGENCY GRANT | $4,484 | |
| TOWN OF ASHLAND | |||||||
| 101 MAIN STREET | ASHAND | MA | 01721 | GOV | COVID 19 EMERGENCY GRANT | $10,000 | |
| TOWN OF HOPKINTON | |||||||
| 18 MAIN STREET | HOPKINTON | MA | 01748 | GOV | COVID 19 EMERGENCY GRANT | $10,000 | |
| TOWN OF NEEDHAM | |||||||
| 1471 HIGHLAND AVE | NEEDHAM | MA | 02492 | GOV | COVID 19 EMERGENCY GRANT | $10,000 | |
| TRI-VALLEY ELDER SERVICES | |||||||
| 10 MILL STREET | DUDLEY | MA | 01571 | PC | COVID 19 EMERGENCY GRANT | $1,000 | |
| WALKBOSTON | |||||||
| 45 SCHOOL STREET | BOSTON | MA | 02108 | PC | YOUTH WORKING TOWARDS WALKABLE STREETS | $8,750 | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC | |||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PC | BASIC HEALTH NEEDS - BEHAVIORAL HEALTH | $112,500 | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC | |||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PC | WALSH MIDDLE SCHOOL MENTAL HEALTH ACCESS | $10,000 | |
| 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 | COVID 19 EMERGENCY GRANT | $10,000 | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC | |||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PC | COVID 19 EMERGENCY GRANT | $7,551 | |
| WOMEN THRIVING INC | |||||||
| 37 OSBORNE ROAD | BROOKLINE | MA | 02446 | PC | RESILIENCY SKILLS FOR LOW-INCOME WOMEN, INCLUDING SPEAKERS OF ENGLISH, SPANISH, AND PORTUGUESE, AND THOSE WITH MENTAL HEALTH CHALLENGES | $19,956 | |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| 96 FALMOUTH STREET | PORTLAND | ME | 04103 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| REGIS COLLEGE | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $1,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 55 N LAKE AVENUE | WORCESTER | MA | 01655 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $1,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| REGIS COLLEGE | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| WILLIAM JAMES COLLEGE | |||||||
| 1 WELLS AVENUE | NEWTON | MA | 02459 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| ALBANY MEDICAL COLLEGE | |||||||
| 43 NEW SCOTLAND AVE | ALBANY | NY | 12208 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| BOSTON UNIVERSITY | |||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $1,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| UNIVERISTY OF NEW ENGLAND | |||||||
| 716 STEVENS AVENUE | PORTLAND | ME | 04103 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| BOSTON UNIVERSITY | |||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| QUINSIGAMOND COLLEGE | |||||||
| 670 W BOYLSTON STREET | WORCESTER | MA | 01606 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| ASSABET VALLEY REGIONAL TECHNICAL SCHOOL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | GOV | NURSING SCHOLARSHIPS | $1,000 | |
| MASS COLLEGE OF PHARMACY & HEALTH SCIENCES | |||||||
| 19 FOSTER STREET | WORCESTER | MA | 01608 | PC | NURSING SCHOLARSHIPS | $1,000 | |
| UNIVERSITY OF RHODE ISLAND | |||||||
| 6 RHODY RAM WAY | KINGSTON | RI | 02881 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| MASSBAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY | MA | 02481 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | GOV | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| REGIS COLLEGE | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 1500 MAIN STREET | SPRINGFIELD | MA | 01103 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| QUINSIGAMOND COLLEGE | |||||||
| 670 WEST BOYLSTON STREET | WORCESTER | MA | 01606 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $1,000 | |
| WORCESTER STATE COLLEGE | |||||||
| 486 CHANDLER STREET | WORCESTER | MA | 01602 | GOV | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| REGIS UNIVERSITY | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| HARVARD MEDICAL SCHOOL | |||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| WESTFIELD STATE COLLEGE | |||||||
| 577 WESTERN AVENUE | WESTFIELD | MA | 01085 | GOV | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| REGIS COLLEGE | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | GOV | NURSING SCHOLARSHIPS | $1,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 100 WILLIAM T MORRISSEY BLVD | BOSTON | MA | 02125 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| MASSBAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY | MA | 02481 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| MASS COLLEGE OF PHARMACY & HEALTH SCIENCES | |||||||
| 179 LONGWOOD AVENUE | BOSTON | MA | 02115 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 220 PAWTUCKET STREET | LOWELL | MA | 01854 | GOV | NURSING SCHOLARSHIPS | $2,000 | |
| UNIVERSITY OF PITTSBURGH | |||||||
| 4200 FIFTH AVE | PITTSBURGH | MA | 15260 | GOV | NURSING SCHOLARSHIPS | $1,000 | |
| REGIS COLLEGE | |||||||
| 170 GOVENORS AVE | MEDFORD | MA | 02155 | PC | NURSING SCHOLARSHIPS | $2,000 | |
| GEORGETOWN UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 3900 RESERVOIR ROAD NW | WASHINGTON | DC | 20007 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| MASS COLLEGE OF PHARMACY & HEALTH SCIENCES | |||||||
| 25 FOSTER STREET | WORCESTER | MA | 01608 | PC | MEDICAL/CLINICAL SCHOLARSHIPS | $2,000 | |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | PC | NURSING SCHOLARSHIPS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,742,986 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 | BEHAVIORAL HEALTH PARTNERS OF METROWEST - METROWEST HEALTH & SOCIAL SERVICE HUB | $96,559 |
| 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 | YOTH VAPING CESSATION | $37,359 |
| DANIEL'S TABLE | ||||||
| 10 PEARL STREET | FRAMINGHAM | MA | 01702 | PC | BASIC HEALTH NEEDS - FOOD INSECURITY | $75,000 |
| DE NOVO CENTER FOR JUSTICE AND 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 | METROWEST ADOLESCENT HEALTH SURVEY | $198,917 |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | ||||||
| 650 LINCOLN STREET | WORCESTER | MA | 01605 | PC | SCHOOL-BASED BEHAVIORAL HEALTH | $10,000 |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC | ||||||
| 650 LINCOLN STREET | WORCESTER | MA | 01605 | PC | CAREER PROGRESSION PLAN | $13,428 |
| FRAMINGHAM PUBLIC SCHOOLS | ||||||
| 73 MT WAYTE AVE SUITE 5 | FRAMINGHAM | MA | 01702 | GOV | INCREASING ACCESS TO COUNSELING FOR ADULT ESL STUDENTS | $9,984 |
| FRAMINGHAM PUBLIC SCHOOLS | ||||||
| 73 MT WAYTE AVE SUITE 5 | FRAMINGHAM | MA | 01702 | GOV | IMPROVING ACCESS TO HEALTH CARE | $15,000 |
| FRAMINGHAM STATE UNIVERSITY | ||||||
| 100 STATE STREET DWIGHT HALL | FRAMINGHAM | MA | 01701 | GOV | VAPING CESSATION PROGRAM AT FRAMINGHAM STATE UNIVERSITY | $8,967 |
| HEALTH LAW ADVOCATES | ||||||
| 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 |
| HOPEDALE PUBLIC SCHOOLS | ||||||
| 6 PROSPECT STREET | HOPDEDALE | 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 |
| 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 |
| MARLBROUGH PUBLIC SCHOOLS | ||||||
| 25 UNION STREET | MARLBOROUGH | MA | 01752 | GOV | TRANSITION SUPPORT PROGRAM | $14,417 |
| METROWEST FREE MEDICAL PROGRAM | ||||||
| C/O CONGREGATION BETH EL | SUDBURY | MA | 01776 | PC | HEALTH EQUITY THROUGH MEDICAL INTERPRETER & VOLUNTEER SERVICES | $12,500 |
| NATICK COUNCIL ON AGING | ||||||
| 117 EAST CENTRAL STREET | NATICK | MA | 01760 | GOV | LET'S TALK NATICK - END OF LIFE PROJECT | $59,120 |
| NATICK PUBLIC SCHOOLS | ||||||
| 13 E CENTRAL STREET | NATICK | MA | 01760 | GOV | GAME CHANGERS | $7,000 |
| NEEDHAM COUNCIL ON AGING | ||||||
| 300 HILLSIDE STREET | NEEDHAM | MA | 02494 | GOV | ELDER TRANSPORATION | $10,000 |
| NEEDHAM PUBLIC HEALTH DIVISION | ||||||
| 178 ROSEMARY STREET | NEEDHAM | MA | 02494 | GOV | VAPING PREVENTION PROGRAM | $12,643 |
| NEEDHAM PUBLIC SCHOOLS | ||||||
| 1330 HIGHLAND AVENUE | NEEDHAM | MA | 02492 | GOV | IMPROVING STUDENT HEALTH BY ADDRESSING RACIAL DISCRIMINATION | $9,000 |
| RIA HOUSE INC | ||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | PC | IMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF CSE | $10,000 |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | ||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | SMOC PEER RECOVERY COACHING EMERGENCY RESPONSE TEAM | $14,527 |
| WALKBOSTON | ||||||
| 45 SCHOOL STREET | BOSTON | MA | 02108 | PC | YOUTH WORKING TOWARDS WALKABLE STREETS | $8,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $747,945 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,624,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,998,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$374,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$374,674 | 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 | $32,572 | 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 | $16,278 | Yes (X) |
| US TRUSTSARAH E WHITE TRUST | ||||||
| 4 | 100 WESTMINSTER STREET | PROVIDENCE | RI | 02903 | $9,688 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $36,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIXED ASSETS | PropertyDesc |
| Cost Or Other Basis | $145,521 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $135,903 | 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- $16,2783. SARAH WHITE TRUST C/O BANK OF AMERICA- $9,688 | ElectionDesc |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,624,208 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,624,208 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CREDIT OBLIGATION - FIXED INCOME | FMV | $9,370,628 | $9,370,628 |
| BOND FUNDS - FIXED INCOME | FMV | $3,750,381 | $3,750,381 |
| GLOBAL EUQITIES - EQUITIES | FMV | $20,254,267 | $20,254,267 |
| US EQUITIES - EQUITIES | FMV | $26,642,113 | $26,642,113 |
| HEDGE FUNDS - ALTERNATIVE INVESTMENTS | FMV | $23,364,479 | $23,364,479 |
| REAL ESTATE FUNDS - ALTERNATIVE INVESTMENTS | FMV | $8,359,072 | $8,359,072 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $145,521 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $135,903 | AccumulatedDepreciationAmt |
| Book Value | $9,618 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $500 | 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 | $7,344,377 | BOYBookValueAmt |
| EOY Book Value | $7,390,013 | EOYBookValueAmt |
| EOYFMV | $7,390,013 | EOYFMVAmt |
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 | $71,347 | $0 | $0 | $71,347 |
| INSURANCE | $7,206 | $0 | $0 | $7,206 |
| EQUIPMENT RENTAL | $7,247 | $0 | $0 | $7,247 |
| OFFICE SUPPLIES AND SUPPORT | $24,682 | $0 | $0 | $24,682 |
| INVESTMENT FEES | $551,244 | $551,244 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $6,992,925 |
| GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | $45,636 |
| CHANGE IN DEFERRED EXCISE TAXES | $24,015 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $397,432 | $373,417 |
| FUNDS HELD FOR OTHERS | $1,631,776 | $1,989,330 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $135,223 | Amt |
| Net Investment Income | $78,901 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $56,322 | 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, 2020 WAS $ 7,390,013. 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 | $9,939 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |