STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

METROWEST HEALTH FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
METROWEST HEALTH FOUNDATION INC (EIN 04-2121342)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-01-28
IRS object ID
202530289349100713
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-28T14:39:35-06:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042121342EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILLIP O GONZALEZPersonNm
Person TitlePRESIDENT, CEOPersonTitleTxt
Phone5088797625PhoneNum
Signature2025-01-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J WEBB CPAPreparerPersonNm
PTINP01584539PTIN
Phone5083669100PhoneNum
Preparation2025-01-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$125,787,047FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$512,331ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,119,796DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,119,796DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,519,155NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,479,655GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,519,155CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,151,282TotalRevAndExpnssAmt
Total Net Invst Incm$11,638,951TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$316,447CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$69,936CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$246,511CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$297,835OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$297,835OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$177,616PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$16,830PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$160,786PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$534LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$534LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$53,838AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$53,838AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$886,424OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$848,918OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$37,506OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$444,958TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$3,778DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$132,333OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$10,429OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$121,904OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$19,761TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,141TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$17,620TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$17,371PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$17,371PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$229,755OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$229,755OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,580,650TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$948,254TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,183,660TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,958,027ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,697,006ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,538,677TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$948,254TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,880,666TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,612,605ExcessRevenueOverExpensesAmt
Net Investment Income$10,690,697NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$85,941CashBOYAmt
Cash EOY$263,519CashEOYAmt
Cash EOYFMV$263,519CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,457,609SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,743,432SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,743,432SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$56,400AcctRcvblAmt
Acct Rcvbl BOY$27,224AcctRcvblBOYAmt
Acct Rcvbl EOY$56,400AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$56,400AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$69,779PrepaidExpensesBOYAmt
Prepaid Expenses EOY$50,103PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$50,103PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$4,829,548USGovernmentObligationsBOYAmt
US Government Obligations EOY$6,723,576USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$6,723,576USGovtObligationsEOYFMVAmt
Corporate Stock BOY$49,619,816CorporateStockBOYAmt
Corporate Stock EOY$56,194,542CorporateStockEOYAmt
Corporate Stock EOYFMV$56,194,542CorporateStockEOYFMVAmt
Other Investments BOY$44,413,224OtherInvestmentsBOYAmt
Other Investments EOY$50,003,574OtherInvestmentsEOYAmt
Other Investments EOYFMV$50,003,574OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$153,949LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$147,012LandBldgEquipAccumDeprecAmt
Land BOY$7,299LandBOYAmt
Land EOY$6,937LandEOYAmt
Land EOYFMV$6,937LandEOYFMVAmt
Other Assets BOY$7,608,810OtherAssetsBOYAmt
Other Assets EOY$8,744,964OtherAssetsEOYAmt
Other Assets EOYFMV$8,744,964OtherAssetsEOYFMVAmt
Total Assets BOY$108,119,250TotalAssetsBOYAmt
Total Assets EOY$125,787,047TotalAssetsEOYAmt
Total Assets EOYFMV$125,787,047TotalAssetsEOYFMVAmt
Accounts Payable BOY$153,499AccountsPayableBOYAmt
Accounts Payable EOY$126,300AccountsPayableEOYAmt
Grants Payable BOY$1,657,574GrantsPayableBOYAmt
Grants Payable EOY$3,922,598GrantsPayableEOYAmt
Other Liabilities BOY$2,344,407OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,167,404OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,155,480TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,216,302TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$85,417,405NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$97,411,409NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$18,546,365DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$22,159,336DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$103,963,770TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$119,570,745TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,119,250TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$125,787,047TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$103,963,770TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,612,605ExcessRevenueOverExpensesAmt
Other Increases$11,994,370OtherIncreasesAmt
Subtotal$119,570,745SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$119,570,745TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIESP$8,029,168$8,623,826-$594,658-$594,658
ALTERNATIVE FUNDSP$5,000,000$599,021$4,400,979$4,400,9792023-10-012024-09-30
ALTERNATIVE FUNDSP$4,637,091$1,169,639$3,467,452$3,467,4522023-10-012024-09-30
ALTERNATIVE FUNDSP$1,813,396$568,014$1,245,382$1,245,3822023-10-012024-09-30
FieldValueIRS element (for citing)
Capital Gain Net Income$8,519,155CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$148,601InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$148,601SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$148,601TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$137,998EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$137,998TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2,320EsPenaltyAmt
Tax Due$12,923TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PHILLIP GONZALEZ PRESIDENT & CEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5088797625PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP GONZALEZ
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701PRESIDENT/ CEO (AS OF 02/24)40.00$200,000$1,904$0
MARTIN COHEN
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701PRESIDENT/ CEO (UNTIL 02/24)40.00$116,447$79,205$0
ANNA CAROLLO CROSS
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701V.CHAIR(TIL 12/23)/CHAIR (AS OF 12/23)5.00$0$0$0
WILLIAM GRAHAM
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701CHAIR (UNTIL 12/23)5.00$0$0$0
GILLIAN CARCIA
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701VICE CHAIR (AS OF 12/23)5.00$0$0$0
JOHN CORRON
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TREASURER5.00$0$0$0
CAROL GLOFF
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701CLERK5.00$0$0$0
LINO COVARRUBIAS
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE5.00$0$0$0
KATHLEEN HERRMAN
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE5.00$0$0$0
JAMES HICKS
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE5.00$0$0$0
MARI BARRERA
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE5.00$0$0$0
CLAIRE LEVESQUE
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE5.00$0$0$0
CHERYL AGLIO GIRELLI
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE5.00$0$0$0
PAULA KAMINOW
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE5.00$0$0$0
ROBERT SOUSA
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE5.00$0$0$0
WILLIAM IBERG
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE (UNTIL 12/23)5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
REBECCA DONHAM
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701SENIOR PROGRAM OFFIC36.00$129,132$30,856$0
KATHERINE BAKER
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701RESEARCH DIRECTOR40.00$89,307$43,275$0
REBECCA GALLO
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701SENIOR PROGRAM OFFIC35.00$36,400$24,818$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PRIME BUCHHOLZ & ASSOCIATES
273 CORPORATE DRIVEPORTSMOUTHNH03801INVESTMENT CONSULTING$85,463
STATE STREET CORPORATION
PO BOX 75199CHICAGOIL60675INVESTMENT BANKING$65,155
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description11. THE FOUNDATION PROVIDED EXTENSIVE LEADERSHIP, RESEARCH, DATA COLLECTION AND PROGRAM SUPPORT TO IMPROVE HEALTH AND HEALTH CARE SERVICES IN THE TWENTY-FIVE COMMUNITIES IN THE METROWEST REGION OF MASSACHUSETTS. 2. THE FOUNDATION AWARDED GRANTS TOTALING MORE THAN $5.9 MILLION TO IMPROVE THE HEALTH OF METROWEST RESIDENTS. THESE GRANTS PROVIDED FUNDING TO NONPROFIT COMMUNITY ORGANIZATIONS AND MUNICIPAL GOVERNMENT AGENCIES TO SUPPORT A VARIETY OF PROGRAMS INCLUDING THOSE SERVING OLDER ADULTS, YOUTH AND SPECIAL POPULATIONS SUCH AS PEOPLE EXPERIENCING HOMELESS AND THOSE IMPACTED BY HEALTH INEQUITIES. 3. THE FOUNDATION PROVIDED $210,000 IN SCHOLARSHIPS ENABLING 56 RESIDENTS TO PURSUE DEGREE PROGRAMS IN NURSING, MEDICINE, AND THE ALLIED HEALTH PROFESSIONS. 4. THE FOUNDATION SUPPORTED A VARIETY OF TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES TO IMPROVE HEALTH, WELLNESS AND ADDRESS RACIAL AND ETHNIC INEQUALITY IN THE REGION.Description1Txt
Expenses1$425,999Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$47,362,820AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,067,292AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$64,384,605FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$112,814,717TotalFMVOfUnusedAssetsAmt
Reduction Claimed$8,340,538ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$112,814,717AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,692,221CashDeemedCharitableAmt
Net Vl Noncharitable Assets$111,122,496NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,556,125MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,556,125MinimumInvestmentReturnAmt
Tax Based On Investment Income$148,601TaxBasedOnInvestmentIncomeAmt
Total Tax$148,601TotalTaxAmt
Distributable Before Adj$5,407,524DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,407,524DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,407,524DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,880,666ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$3,416CharitableAssetsAcquisPaidAmt
Qualifying Distributions$4,884,082QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,407,524DistributableAsAdjustedAmt
Undistributed Income PY$4,305,338UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,884,082QualifyingDistributionsAmt
Applied To Year1$4,305,338AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$476,677TreatedAsDistriFromCorpusAmt
Applied To Current Year$102,067AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$476,677TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$5,305,457UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$476,677CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (189 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITE200WORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$27,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITE200WORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$57,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITE200WORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$66,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCVIRTUAL VISITORS/CARING CONNECTORS$14,878
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$1,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$1,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$48,000
SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - SUPPORT SERVICES$19,500
SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - SUPPORT SERVICES$16,500
SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - SUPPORT SERVICES$14,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCCLIENT DATA SYSTEMS CONSOLIDATION INITIATIVE$10,000
WESTBOROUGH PUBLIC SCHOOLS
45 WEST MAIN STREETWESTBOROUGHMA01581GOVUNIVERSAL SCREENING AT WESTBOROUGH HIGH SCHOOL$14,375
METROWEST MEDIATION SERVICES
220 NORTH MAIN ST SUITE 106NATICKMA01760PCHOUSING MEDIATION PROGRAM$12,500
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCCENTRAL/INTEGRATED DATA COLLECTION, STORAGE & ANALYTICS$7,643
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCCENTRAL/INTEGRATED DATA COLLECTION, STORAGE & ANALYTICS$7,643
BELLINGHAM PUBLIC SCHOOLS
4 MECHANIC STREETBELLINGHAMMA02019GOVBPS CHILD AND YOUTH MENTAL HEALTH GRANT$6,750
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCSTRENGTHENING BEHAVIORAL HEALTH SERVICES FOR SURVIVORS AND TRAINING FOR CLINICAL STUDENTS$7,500
METROWEST FREE MEDICAL PROGRAM
246 MAPLE STREET SUITE 1MARLBOROUGHMA01752PCCONNECTIONS TO HEALTH RESOURCES$12,310
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCELECTRONIC HEALTH RECORD SYSTEM AT THE HUMAN RELATIONS SERVICE$12,500
NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS
53 PARKERVILLE ROADSOUTHBOROUGHMA01772GOVIN-PERSON LICENSED CLINICIAN HOURS FOR NORTHBOROUGH PUBLIC SCHOOLS$25,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCSMOC WEBSITE ACCESSIBILITY REDESIGN$12,500
METROWEST FREE MEDICAL PROGRAM
246 MAPLE STREET SUITE 1MARLBOROUGHMA01752PCBASIC HEALTH NEEDS - PRIMARY CARE$1,500
METROWEST FREE MEDICAL PROGRAM
246 MAPLE STREET SUITE 1MARLBOROUGHMA01752PCBASIC HEALTH NEEDS - PRIMARY CARE$22,750
METROWEST FREE MEDICAL PROGRAM
246 MAPLE STREET SUITE 1MARLBOROUGHMA01752PCBASIC HEALTH NEEDS - PRIMARY CARE$25,750
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCBI-LINGUAL CASEWORKER FOR FPS WELCOME CENTER RESOURCE ROOM$10,000
BOYS & GIRLS CLUB OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752PCSMART GIRLS IN ACTION$22,500
BOYS & GIRLS CLUB OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752PCSMART GIRLS IN ACTION$22,500
METRO COMMUNITY DEVELOPMENT CORPORATION
40 MECHANIC ST SUITE 300MARLBOROUGHMA01752PCMCDC HIRES MSW-TRAINED STAFF$10,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCNSC FOOD PANTRY MANAGER POSITION$7,500
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCSURVIVOR-DIRECTED HOUSING$13,670
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCFRAMINGHAM OLDER ADULT HOMESHARE PILOT$12,500
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCFRAMINGHAM OLDER ADULT HOMESHARE PILOT$12,500
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCLIFE PROGRAM$12,500
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCLIFE PROGRAM$25,000
NORFOLK PUBLIC SCHOOLS
70 BOARDMAN STREETNORFOLKMA02056GOVSTRENGTHENING GIRLS' MENTAL HEALTH$15,000
NORFOLK PUBLIC SCHOOLS
70 BOARDMAN STREETNORFOLKMA02056GOVSTRENGTHENING GIRLS' MENTAL HEALTH$15,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCHOUSING STABILITY PROJECT$12,500
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCHOUSING STABILITY PROJECT$12,500
NEEDHAM PUBLIC SCHOOLS
1330 HIGHLAND AVENUENEEDHAMMA02492GOVPOLLARD MIDDLE SCHOOL WELLNESS INITIATIVE$5,000
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCCOMMUNITY APPROACH TO ADDRESSING IDENTITY BASED BULLYING$13,011
AMAZING THINGS ARTS CENTER INC
160 HOLLIS STFRAMINGHAMMA01702PCVOICES OF THE COMMUNITY$62,500
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PCPROMOTING GIRLS' DIGITAL WELLNESS$25,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCSMOC DAY CENTER$24,992
BLACKSTONE VALLEY VOCATIONAL REGIONAL SCHOOL DISTRICTVALLEY TECH
65 PLEASANT STREETUPTONMA015681499GOVBVT CARTWHEEL CARE TELEHEALTH SERVICES$10,000
GREATER FRAMINGHAM COMMUNITY CHURCH
FRANKLIN PARK STREETS PO BOX 629FRAMINGHAMMA01704PCBIKES FOR KIDS$20,000
GREATER FRAMINGHAM COMMUNITY CHURCH
FRANKLIN PARK STREETS PO BOX 629FRAMINGHAMMA01704PCGROCERY BAGS PROGRAM$20,000
MEDWAY VILLAGE FOOD PANTRY
170 VILLAGE STREETMEDWAYMA02053PCACCESS TO CULTURALLY-PREFERRED FOODS$10,000
MEDWAY VILLAGE FOOD PANTRY
170 VILLAGE STREETMEDWAYMA02053PCACCESS TO CULTURALLY-PREFERRED FOODS$10,000
SHERBORN COUNCIL ON AGING
PO BOX 186SHERBORNMA01770GOVEMPOWERING OLDER ADULTS THROUGH OUTDOOR FITNESS PROGRAMS$5,000
SHERBORN COUNCIL ON AGING
PO BOX 186SHERBORNMA01770GOVEMPOWERING OLDER ADULTS THROUGH OUTDOOR FITNESS PROGRAMS$5,000
HOCKOMOCK AREA YMCA - BERNON FAMILY BRANCH
45 FORGE HILL ROADFRANKLINMA02038PCFRANKLIN CHILD CARE COOKING KITS$10,000
PROJECT JUST BECAUSE
77 SOUTH STREETHOPKINTONMA01748PCPARTIAL FUNDING FOR MULTILINGUAL INTERPRETER$10,000
PROJECT JUST BECAUSE
77 SOUTH STREETHOPKINTONMA01748PCPARTIAL FUNDING FOR MULTILINGUAL INTERPRETER$10,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCMIGRANT HEALTHCARE NAVIGATOR PROGRAM$12,213
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCMIGRANT HEALTHCARE NAVIGATOR PROGRAM$12,213
OPEN TABLE INC
PO BOX 42CONCORDMA01742PCHUDSON MOBILE PROGRAM SUPPORT$9,501
OPEN TABLE INC
PO BOX 42CONCORDMA01742PCHUDSON MOBILE PROGRAM SUPPORT$9,501
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCINCREASING BILINGUAL MENTAL HEALTH ACCESS$21,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCINCREASING BILINGUAL MENTAL HEALTH ACCESS$21,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCEMERGENCY SHORT-TERM SHELTER ASSISTANCE FOR METROWEST FAMILIES$12,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCEMERGENCY SHORT-TERM SHELTER ASSISTANCE FOR METROWEST FAMILIES$12,500
MAB COMMUNITY SERVICES
29 DENBY ROADALLSTONMA02134PCMENTAL HEALTH SUPPORTS FOR VISUALLY-IMPAIRED ADULTS$9,944
MAB COMMUNITY SERVICES
29 DENBY ROADALLSTONMA02134PCMENTAL HEALTH SUPPORTS FOR VISUALLY-IMPAIRED ADULTS$9,944
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCMETROWEST COVID-19 VACCINATION AND PUBLIC HEALTH ENGAGEMENT PROGRAM$12,500
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCMETROWEST COVID-19 VACCINATION AND PUBLIC HEALTH ENGAGEMENT PROGRAM$12,500
OUT METROWEST
160 HOLLIS STREET PO BOX 2122FRAMINGHAMMA01703PCLGBTQ-FOCUSED MENTAL HEALTH SUPPORT$10,000
OUT METROWEST
160 HOLLIS STREET PO BOX 2122FRAMINGHAMMA01703PCLGBTQ-FOCUSED MENTAL HEALTH SUPPORT$10,000
ASSABET VALLEY COLLABORATIVE
28 LORD ROAD SUITE 125MARLBOROMA01752PCADDRESSING ACCESS TO CARE BARRIERS$5,000
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760PCFOOD PANTRY$30,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCFOOD PANTRY$30,000
METROWEST MEDIATION SERVICES
220 NORTH MAIN ST SUITE 106NATICKMA01760PCEVICTION PREVENTION THROUGH MEDIATION SERVICES$15,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITE200WORCESTERMA01606PCBASIC HEALTH NEEDS - ORAL HEALTH$50,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITE200WORCESTERMA01606PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$175,000
COMMUNITY FOUNDATION FOR METROWEST
3 ELIOT STREETNATICKMA01760PCRAM FRAMINGHAM CLINIC 2024$5,000
MEDWAY PUBLIC SCHOOLS
45 HOLLISTON STREETMEDWAYMA02053GOVGROUP COUNSELING PROGRAM$6,525
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVVACCINES IN THE SCHOOL SETTING$12,500
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCSURVIVOR-DIRECTED HOUSING PROGRAM$14,287
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCINCREASED ACCESS TO HOME HEALTHCARE THROUGH MIGRANT WORKFORCE DEVELOPMENT$22,700
NATICK CENTER ASSOCIATES INC
8 COURT STREETNATICKMA01760PCNATICK MATCHES$7,500
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP$75,000
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
METROWEST WORKER CENTER - CASA
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCHEALTH CONNECTIONS: STRIVING FOR EQUITY$37,688
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCAFGHAN REFUGEE ASSISTANCE PROJECT$20,000
DANIEL'S TABLE
10 PEARL STREETFRAMINGHAMMA01702PCCOMMUNITY FREEZER PROGRAM$25,814
BRAZILIAN AMERICAN CENTER BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCINCLUSIVE HEALTH INSURANCE ASSISTANCE$12,500
WAYLAND COUNCIL ON AGING
41 COCHITUATE ROADWAYLANDMA01778GOVSUPPORT FOR HOARDING DISORDER$15,000
METRO COMMUNITY DEVELOPMENT CORPORATION
40 MECHANIC ST SUITE 300MARLBOROUGHMA01752PCMCDC WELL & WISE$15,000
GIFTS OF HOPE UNLIMITED
PO BOX 338SUDBURYMA01776PCSUPPORT FOR RELATIONSHIP ABUSE SURVIVORS$6,250
MORSE INSTITUTE LIBRARY
14 EAST CENTRAL STREETNATICKMA01760PCAUNT FLO VENDING MACHINES$6,000
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCRESPONSIVE SOLUTIONS TO ENDING FAMILY HOMELESSNESS$48,512
AMAZING THINGS ARTS CENTER INC
160 HOLLIS STFRAMINGHAMMA01702PCVOICES OF THE COMMUNITY$33,542
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$25,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$75,000
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCCOMMUNITY SOLUTIONS TO IDENTITY BASED BULLYING$24,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702GOVRESOURCE NAVIGATOR MANAGER$14,976
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749PCCLOSING THE METROWEST SNAP GAP$50,000
AFRICAN CULTURAL SERVICES INC
PO BOX 540325WALTHAMMA02451PCSANYU LYA BATIINI OR HAPPY, CONFIDENT GIRLS$15,000
MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
50 FEDERAL STREET 8TH FLOORBOSTONMA02110PCMETROWEST HOUSING JUSTICE INITIATIVE$8,166
WELLESLEY COLLEGE WELLESLEY CENTERS FOR WOMEN
106 CENTRAL STREETWELLESLEYMA02481PCDIGITAL WELLBEING WORKSHOPS FOR GIRLS$15,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
LATINO HEALTH INSURANCE PROGRAM INC
88 WAVERLY STREET SUITE 150 1STFLOORFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$50,000
BETHANY HILL PLACE
89 BETHANY ROADFRAMINGHAMMA01702PCUNITING HEALTH AND HOUSING WITH EXPANDED HEALTH AND WELLNESS CARE$12,500
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVHOUSING NAVIGATOR PILOT PROPOSAL$15,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760PCFOOD PANTRY EXPANSION$40,000
NEEDHAM YOUTH & FAMILY SERVICES DIVISION
1471 HIGHLAND AVENUENEEDHAMMA02492PCMETROWEST HEALTH INTERNSHIP - ALEXANDRA NAGLE$7,500
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - DAVID ROOS$7,500
NEEDHAM YOUTH & FAMILY SERVICES DIVISION
1471 HIGHLAND AVENUENEEDHAMMA02492PCMETROWEST HEALTH INTERNSHIP - KIRSTIN WILCOX$7,500
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - YONGLIANG OUYANG$3,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - TAL CLOWER$2,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - RACHEL BANKS$3,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - HALLIE BLAKE$2,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - KATHERINE KANTER$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - DANAIS SOTIRI$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP -- SERHAT KILIKCIER$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - JULIET MORRISON$7,500
ASSABET VALLEY COLLABORATIVE
28 LORD ROAD SUITE 125MARLBOROMA01752PCMETROWEST HEALTH INTERNSHIP - ARTH HIN$7,500
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - SARA LUCAS$7,500
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - JA'DANA ELLCOCK-CRAYTON$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - THALITA CORREIA$7,500
UNIVERSITY OF MASSACHUSETTS LOWELL
839 MERRIMACK STREETLOWELLMA01854GOVMEDICAL CLINICAL SCHOLARSHIP$2,000
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
MGH INSTITUTE OF HEALTH PROFESSIONS
36 1ST AVENUEBOSTONMA02129GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
REGIS UNIVERSITY
235 WELLESLEY STREETWESTONMA02493GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREET PO BOX 9101FRAMINGHAMMA01701GOVMEDICAL CLINICAL SCHOLARSHIP-$2,000
FRAMINGHAM STATE UNIVERSITY
100 STATE STREET PO BOX 9101FRAMINGHAMMA01701GOVMEDICAL CLINICAL SCHOLARSHIP$2,000
WILLIAM JAMES COLLEGE
1 WELLS AVENEWTONMA02459GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
UNIVERSITY OF MASSACHUSETTS
181 PRESIDENTS DRIVEAMHERSTMA01003GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
RHODE ISLAND COLLEGE
600 MT PLEASANT AVEPROVIDENCERI02908GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
SPRINGFIELD COLLEGE
263 ALDEN STSPRINGFIELDMA01109GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
UNIVERSITY OF MASSACHUSETTS
55 LAKE AVENUE NORTHWORCESTERMA01655GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
TUFTS UNIVERSITY
136 HARRISON AVENUEBOSTONMA02111GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
DUKE UNIVERSITY SCHOOL OF MEDICINE
BOX 90759DURHAMNC27708GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
BOSTON COLLEGE
140 COMMONWEALTH AVE LYONS HALL 103CHESTNUT HILLMA02467GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
ONE WELLS AVENUENEWTONMA02459GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
BOSTON UNIVERSITY
25 BUICK STREET SUITE 130BOSTONMA02215GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
EMORY UNIVERSITY SCHOOL OF MEDICINE
300 BOISFEUILLET JONES CENTER 200DOWMAN DRIVEATLANTAGA30322GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
1 WELLS AVENUENEWTONMA02459GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
1 WELLS AVENEWTONMA02459GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
WILLIAM JAMES COLLEGE
ONE WELLS AVENUENEWTONMA02459GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUE 354BOSTONMA02115GOVMEDICAL CLINICAL SCHOLARSHIP$4,000
MASS COLLEGE OF PHARMACY & HEALTH SCIENCES
1260 ELM STREETMANCHESTERNH03101GOVNURSING SCHOLARSHIP$4,000
UNIVERSITY OF MASSACHUSETTS BOSTON
100 WILLIAM MORRISSEY BLVDBOSTONMA01701GOVNURSING SCHOLARSHIP$4,000
MGH INSTITUTE OF HEALTH PROFESSIONS
36 1ST AVENUEBOSTONMA01701GOVNURSING SCHOLARSHIP$4,000
FITCHBURG STATE UNIVERSITY
160 PEARL STREETFITCHBURGMA01420GOVNURSING SCHOLARSHIP$2,000
UNIVERSITY OF MASSACHUSETTS GRADUATE SCHOOL OF NURSING
55 LAKE AVE NORTHWORCESTERMA01655GOVNURSING SCHOLARSHIP$4,000
MASSBAY COMMUNITY COLLEGE
19 FLAGG DRIVEFRAMINGHAMMA01702GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STREETMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
QUINSIGAMOND COMMUNITY COLLEGE
670 W BOYLSTON STWORCESTERMA01606GOVNURSING SCHOLARSHIP$4,000
MASSBAY COMMUNITY COLLEGE
50 OAKLAND STREETWELLESLEY HILLSMA02481GOVNURSING SCHOLARSHIP$4,000
CHAMBERLAIN UNIVERSITY
ADTALEM GLOBAL EDUCATION DEPT CH17477PALATINEIL60055GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01701GOVNURSING SCHOLARSHIP$4,000
PALM BEACH ATLANTIC UNIVERSITY
PO BOX 24708WEST PALM BEACHFL33401GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
215 FITCHBURG STMARLBOROUGHMA01752GOVNURSING SCHOLARSHIP$4,000
FITCHBURG STATE UNIVERSITY
160 PEARL STFITCHBURGMA01420GOVNURSING SCHOLARSHIP$4,000
WORCESTER STATE UNIVERSITY
486 CHANDLER STREETWORCESTERMA01602GOVNURSING SCHOLARSHIP$2,000
BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467GOVNURSING SCHOLARSHIP$2,000
SIMMONS COLLEGE
300 THE FENWAYBOSTONMA02115GOVNURSING SCHOLARSHIP$4,000
MGH INSTITUTE OF HEALTH PROFESSIONS
36 1ST AVEBOSTONMA02129GOVNURSING SCHOLARSHIP$4,000
SAINT ANSELM COLLEGE
100 ST ANSELM DRIVEMANCHESTERNH03102GOVNURSING SCHOLARSHIP$4,000
BUNKER HILL COMMUNITY COLLEGE
250 RUTHERFORD AVEBOSTONMA02129GOVNURSING SCHOLARSHIP$4,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUE LYONS HALLROOM 103CHESTNUT HILLMA02467GOVNURSING SCHOLARSHIP$4,000
HARMONY HEALTH CARE INSTITUTE
10 AL PAUL LNMERRIMACKNH03054GOVNURSING SCHOLARSHIP$4,000
SACRED HEART UNIVERSITY
5151 PARK AVEFAIRFIELDCT06825GOVNURSING SCHOLARSHIP$4,000
HARMONY HEALTH CARE INSTITUTE
10 AL PAUL LNMERRIMACKNH03054GOVNURSING SCHOLARSHIP$4,000
UNIVERSITY OF CONNECTICUT
233 GLENBROOK ROAD UNIT 4100STORRSCT06269GOVNURSING SCHOLARSHIP$4,000
SAINT ANSELM COLLEGE
100 SAINT ANSELM DRIVEMANCHESTERNH03102GOVNURSING SCHOLARSHIP$2,000
UNIVERSITY OF NEW ENGLAND
11 HILLS BEACH ROADBIDDEFORDME04005GOVNURSING SCHOLARSHIP$4,000
UNIVERSITY OF MASSACHUSETTS
100 MORRISSEY BOULEVARDBOSTONMA02125GOVNURSING SCHOLARSHIP$4,000
UNIVERSITY OF VERMONT
223 WATERMAN BUILDING 85 SOPROSPECT STREETBURLINGTONVT05405GOVNURSING SCHOLARSHIP$4,000
UNIVERSITY OF VERMONT
223 WATERMAN BUILDING 85 S PROSPECTSTBURLINGTONVT05405GOVNURSING SCHOLARSHIP$2,000
UNIVERSITY OF MASSACHUSETTS BOSTON
100 MORRISSEY BLVDBOSTONMA02125GOVNURSING SCHOLARSHIP$4,000
UNIVERSITY OF DELAWARE
116 STUDENT SERVICES BUILDINGNEWARKDE19716GOVNURSING SCHOLARSHIP$2,000
HARMONY HEALTH CARE INSTITUTE (HHCI)
10 AL PAUL LANE SUITE 202MERRIMACKNH03054GOVNURSING SCHOLARSHIP$4,000
SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCSECOND METROWEST ROUTE$50,000
SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCSECOND METROWEST ROUTE$50,000
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVMETROWEST SHARED PUBLIC HEALTH SERVICES$55,669
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCAFGHAN REFUGEE LEGAL ASSISTANCE$6,250
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PC2023 METROWEST ADOLESCENT HEALTH SURVEY$380,433
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCA 4-PART MINI-COHORT APPROACH FOR EQUITY TRAINING$13,992
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST CARE CONNECTION$241,546
METROWEST WORKER CENTER - CASA
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCSTRIVING FOR EQUITY: A COMMUNITY HEALTH WORKER MODEL$29,413
COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202PCMEMBERSHIP DUES 2024$9,000
GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVE NW SUITE 1200WASHINGTONDC20036PCMEMBERSHIP DUES$8,725
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST CARE CONNECTION$247,430
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,697,006TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCFRAMINGHAM OLDER ADULT HOMESHARE PILOT$12,500
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCLIFE PROGRAM$12,500
NORFOLK PUBLIC SCHOOLS
70 BOARDMAN STREETNORFOLKMA02056GOVSTRENGTHENING GIRLS' MENTAL HEALTH$15,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCHOUSING STABILITY PROJECT$12,500
BLACKSTONE VALLEY VOCATIONAL REGIONAL SCHOOL DISTRICTVALLEY TECH
65 PLEASANT STREETUPTONMA015681499GOVBVT CARTWHEEL CARE TELEHEALTH SERVICES$10,000
NATICK FIRE DEPARTMENT
22 EAST CENTRAL STREETNATICKMA01760GOVFUNDING FOR PARAMEDIC SCHOOL$36,000
METROWEST MEDIATION SERVICES
220 NORTH MAIN ST SUITE 106NATICKMA01760PCEVICTION PREVENTION THROUGH MEDIATION SERVICES$15,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - ORAL HEALTH$50,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - ORAL HEALTH$50,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$175,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$175,000200
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVVACCINES IN THE SCHOOL SETTING$12,500
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCSURVIVOR-DIRECTED HOUSING PROGRAM$14,287
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCINCREASED ACCESS TO HOME HEALTHCARE THROUGH MIGRANT WORKFORCE DEVELOPMENT$22,700
NATICK CENTER ASSOCIATES INC
8 COURT STREETNATICKMA01760PCNATICK MATCHES$7,500
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$150,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$150,000200
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFF BLDG 2 SUITEWORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$150,000200
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP$75,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP$75,000
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
METROWEST FREE MEDICAL PROGRAM
246 MAPLE STREET SUITE 1MARLBOROUGHMA01752PCBASIC HEALTH NEEDS - PRIMARY CARE$50,000
METROWEST FREE MEDICAL PROGRAM
246 MAPLE STREET SUITE 1MARLBOROUGHMA01752PCBASIC HEALTH NEEDS - PRIMARY CARE$50,000
METROWEST FREE MEDICAL PROGRAM
246 MAPLE STREET SUITE 1MARLBOROUGHMA01752PCBASIC HEALTH NEEDS - PRIMARY CARE$50,000
METROWEST WORKER CENTER - CASA
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCHEALTH CONNECTIONS: STRIVING FOR EQUITY$37,688
SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - FOOD INSECURITY$75,000
SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - FOOD INSECURITY$75,000
SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - FOOD INSECURITY$75,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$50,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$50,000
BRAZILIAN AMERICAN CENTER BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCINCLUSIVE HEALTH INSURANCE ASSISTANCE$12,500
WAYLAND COUNCIL ON AGING
41 COCHITUATE ROADWAYLANDMA01778PCSUPPORT FOR HOARDING DISORDER$15,000
METRO COMMUNITY DEVELOPMENT CORPORATION
40 MECHANIC ST SUITE 300MARLBOROUGHMA01752PCMCDC WELL & WISE$15,000
GIFTS OF HOPE UNLIMITED
PO BOX 338SUDBURYMA01776PCSUPPORT FOR RELATIONSHIP ABUSE SURVIVORS$6,250
MORSE INSTITUTE LIBRARY
14 EAST CENTRAL STREETNATICKMA01760PCAUNT FLO VENDING MACHINES$6,000
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCRESPONSIVE SOLUTIONS TO ENDING FAMILY HOMELESSNESS$48,512
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCRESPONSIVE SOLUTIONS TO ENDING FAMILY HOMELESSNESS$48,512
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCRESPONSIVE SOLUTIONS TO ENDING FAMILY HOMELESSNESS$48,512
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCRESPONSIVE SOLUTIONS TO ENDING FAMILY HOMELESSNESS$48,512
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCRESPONSIVE SOLUTIONS TO ENDING FAMILY HOMELESSNESS$48,512
AMAZING THINGS ARTS CENTER INC
160 HOLLIS STFRAMINGHAMMA01702PCVOICES OF THE COMMUNITY$33,542
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$25,000
HEALTH CARE FOR ALL
ONE FEDERAL STREETBOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$25,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$75,000
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCCOMMUNITY SOLUTIONS TO IDENTITY BASED BULLYING$24,500
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCRESOURCE NAVIGATOR MANAGER$14,976
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVCLOSING THE METROWEST SNAP GAP$50,000
AFRICAN CULTURAL SERVICES INC
PO BOX 540325WALTHAMMA02451PCSANYU LYA BATIINI OR HAPPY, CONFIDENT GIRLS$15,000
MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
50 FEDERAL STREET 8TH FLOORBOSTONMA02110PCMETROWEST HOUSING JUSTICE INITIATIVE$8,166
WELLESLEY COLLEGE WELLESLEY CENTERS FOR WOMEN
106 CENTRAL STREETWELLESLEYMA02481PCDIGITAL WELLBEING WORKSHOPS FOR GIRLS$15,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
LATINO HEALTH INSURANCE PROGRAM INC
88 WAVERLY STREET SUITE 150 1STFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$50,000FLOOR
LATINO HEALTH INSURANCE PROGRAM INC
88 WAVERLY STREET SUITE 150 1STFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$50,000FLOOR
BETHANY HILL PLACE
89 BETHANY ROADFRAMINGHAMMA01702PCUNITING HEALTH AND HOUSING WITH EXPANDED HEALTH AND WELLNESS CARE$12,500
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVHOUSING NAVIGATOR PILOT PROPOSAL$15,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST CARE CONNECTION$247,430
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PC2025 METROWEST ADOLESCENT HEALTH SURVEY$706,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,922,599TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,119,796ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,519,155ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,638,951ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,638,951TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BOSTON FOUNDATIONPFAFF FUND
175 ARLINGTON STREETBOSTONMA02116$35,654Yes (X)
BNY MELLON BANKCHICKERING FUND
2201 WASHINGTON STREETBOSTONMA02108$444,906Yes (X)
US TRUSTCLARK FOUNDATION
3100 WESTMINSTER STREETPROVIDENCERI02903$18,228Yes (X)
US TRUSTSARAH E WHITE TRUST
4100 WESTMINSTER STREETPROVIDENCERI02903$13,543Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$53,838Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$53,838DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyFIXED ASSETSPropertyDesc
Cost Or Other Basis$153,949CostOrOtherBasisAmt
Prior Year Depreciation$147,012PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Rt0.000000000000Rt
Current Year Expense$0CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionMETROWEST RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS AND DISTRIBUTED AN AMOUNT EQUAL IN VALUE TO THE CONTRIBUTIONS RECEIVED. AS SUCH METROWEST IS ELECTING TO DISTRIBUTE THE QUALIFYING DISTRIBUTIONS OUT OF CORPUS PURSUANT TO REGULATION 53.4942(A)-3(D)(2).THE TRUST DISTRIBUTIONS INCLUDE THE FOLLOWING:1. CHICKERING TRUST C/O MELLON BANK- $444,9062. CLARK TRUST C/O BANK OF AMERICA- $18,2283. SARAH WHITE TRUST C/O BANK OF AMERICA- $13,543ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GLOBAL EQUITIES - EQUITIES$29,939,620$29,939,620
US EQUITIES - EQUITIES$26,254,922$26,254,922

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$6,723,576USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$6,723,576USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CREDIT OBLIGATION - FIXED INCOMEFMV$8,346,015$8,346,015
BOND FUNDS - FIXED INCOMEFMV$2,989,981$2,989,981
HEDGE FUNDS - ALTERNATIVE INVESTMENTSFMV$27,883,728$27,883,728
REAL ESTATE FUND - ALTERNATIVE INVESTMENTSFMV$10,783,850$10,783,850

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED ASSETSCategoryOrItemTxt
Cost Or Other Basis$153,949CostOrOtherBasisAmt
Accumulated Depreciation$147,012AccumulatedDepreciationAmt
Book Value$6,937BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$534LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$534DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BENEFICIAL INTERESTS IN PERPETUAL TRUSTS$7,104,287$8,340,538$8,340,538
RIGHT-OF-USE ASSET - OPERATING$504,523$404,426$404,426

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEB & COMPUTER SUPPORT$86,564$0$0$86,564
INSURANCE$9,501$0$0$9,501
EQUIPMENT RENTAL$6,968$0$0$6,968
OFFICE SUPPLIES AND SUPPORT$126,722$0$0$126,722

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$10,610,631
GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS$1,236,251
CHANGE IN DEFERRED EXCISE TAXES$147,488

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAXES$420,949$578,593
FUNDS HELD FOR OTHERS$1,401,406$1,163,327
OPERATING LEASE LIABILITY$522,052$425,484

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES$122,969$85,463$0$37,506
INVESTMENT FEES$763,455$763,455$0$0

Reduction Explanation Statement ReductionExplanationStatement

FieldValueIRS element (for citing)
Short ExplanationTHE VALUE OF THE ASSET BEFORE THE REDUCTION CLAIMED ABOVE AS OF SEPTEMBER 30, 2024 WAS $8,340,538. THE DISCOUNT CLAIMED IS 100% OF THE ASSET VALUE DUE TO CERTAIN RESTRICTIONS ON THE ASSET AS NOTED. THE FOUNDATION RECORDS ITS DESIGNATED INTEREST IN OUTSIDE PERPETUAL TRUSTS WHERE THE TRUSTEES DO NOT HAVE VARIANCE POWER. THE FOUNDATION COMPUTES ITS INTEREST BY MULTIPLYING ITS DESIGNATED INTEREST PERCENTAGE BY THE VALUE OF THE INVESTMENTS OF THE TRUST. THE TRUSTEES OF THE VARIOUS PERPETUAL TRUSTS RETAIN ALL DISCRETION OVER THE INVESTMENT AND DISTRIBUTION OF TRUST ASSETS. THE FOUNDATION CLAIMS A BLOCKAGE ASSOCIATED WITH THE FULL VALUE OF ITS INTEREST IN PERPETUAL TRUSTS. ASSETS DISTRIBUTED FROM THE TRUSTS ARE USED TO SATISFY PRIVATE FOUNDATION DISTRIBUTION REQUIREMENTS FOR EACH TRUST. AS SUCH, THE DISTRIBUTIONS MADE BY THE FOUNDATION FROM TRUST INCOME ARE ADJUSTED FROM THE FOUNDATION'S QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION FROM CORPUS PURSUANT TO 53.4942(A)-3(D)(2).ShortExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX EXPENSECategoryTxt
Amt$444,958Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt