STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

METROWEST HEALTH FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
METROWEST HEALTH FOUNDATION INC (EIN 04-2121342)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-01-30
IRS object ID
202610309349100701
Schema version
2024v5.5
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)
Return2026-01-30T10:02:08-06:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

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 Begin2024-10-01TaxPeriodBeginDt

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
Signature2026-01-29SignatureDt
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
Preparation2026-01-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$135,060,583FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$451,776ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,105,328DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,105,328DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,905,746NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,223,480GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,905,746CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,462,850TotalRevAndExpnssAmt
Total Net Invst Incm$7,011,074TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$251,387CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$84,243CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$167,144CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$450,635OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$450,635OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$180,605PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$26,030PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$154,575PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,885LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$5,885LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$56,871AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$56,871AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$803,593OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$651,384OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$152,209OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$287,360TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$3,956DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$125,360OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$17,192OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$108,168OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$24,229TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$533TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$23,696TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$25,972PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$25,972PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$158,589OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$158,589OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,374,442TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$779,382TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,303,744TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,011,061ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,132,414ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,385,503TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$779,382TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,436,158TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,077,347ExcessRevenueOverExpensesAmt
Net Investment Income$6,231,692NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$263,519CashBOYAmt
Cash EOY$205,051CashEOYAmt
Cash EOYFMV$205,051CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,743,432SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,371,389SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,371,389SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$43,199AcctRcvblAmt
Acct Rcvbl BOY$56,400AcctRcvblBOYAmt
Acct Rcvbl EOY$43,199AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$43,199AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$50,103PrepaidExpensesBOYAmt
Prepaid Expenses EOY$62,616PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$62,616PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$6,723,576USGovernmentObligationsBOYAmt
US Government Obligations EOY$8,574,317USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$8,574,317USGovtObligationsEOYFMVAmt
Corporate Stock BOY$56,194,542CorporateStockBOYAmt
Corporate Stock EOY$59,362,842CorporateStockEOYAmt
Corporate Stock EOYFMV$59,362,842CorporateStockEOYFMVAmt
Other Investments BOY$50,003,574OtherInvestmentsBOYAmt
Other Investments EOY$56,391,227OtherInvestmentsEOYAmt
Other Investments EOYFMV$56,391,227OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$162,367LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$150,968LandBldgEquipAccumDeprecAmt
Land BOY$6,937LandBOYAmt
Land EOY$11,399LandEOYAmt
Land EOYFMV$11,399LandEOYFMVAmt
Other Assets BOY$8,744,964OtherAssetsBOYAmt
Other Assets EOY$9,038,543OtherAssetsEOYAmt
Other Assets EOYFMV$9,038,543OtherAssetsEOYFMVAmt
Total Assets BOY$125,787,047TotalAssetsBOYAmt
Total Assets EOY$135,060,583TotalAssetsEOYAmt
Total Assets EOYFMV$135,060,583TotalAssetsEOYFMVAmt
Accounts Payable BOY$126,300AccountsPayableBOYAmt
Accounts Payable EOY$274,775AccountsPayableEOYAmt
Grants Payable BOY$3,922,598GrantsPayableBOYAmt
Grants Payable EOY$3,727,709GrantsPayableEOYAmt
Other Liabilities BOY$2,167,404OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,043,506OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,216,302TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,045,990TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$97,411,409NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$104,955,441NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$22,159,336DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$24,059,152DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$119,570,745TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$129,014,593TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$125,787,047TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$135,060,583TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$119,570,745TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,077,347ExcessRevenueOverExpensesAmt
Other Increases$8,366,501OtherIncreasesAmt
Subtotal$129,014,593SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$129,014,593TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIESP$30,208,864$26,308,056$3,900,808$3,900,808
ALTERNATIVE FUNDSP$14,616$9,678$4,938$4,9382024-10-012025-09-30
FieldValueIRS element (for citing)
Capital Gain Net Income$3,905,746CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$86,621InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$86,621SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$86,621TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$101,247EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$101,247TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$501EsPenaltyAmt
Overpayment$14,125OverpaymentAmt
Applied To ES Tax$14,125AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PHILLIP O GONZALEZ PRESIDENTCEOBusinessNameLine1Txt
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 (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP O GONZALEZ
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701PRESIDENT/CEO40.00$251,387$18,124$0
CLAIRE LEVESQUE
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701CHAIR (AS OF 12/24)1.50$0$0$0
ANNA CAROLLO CROSS
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701CHAIR (UNTIL 12/24)1.00$0$0$0
GILLIAN CARCIA
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701VICE CHAIR1.00$0$0$0
JOHN CORRON
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TREASURER1.00$0$0$0
CAROL GLOFF
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701CLERK1.00$0$0$0
LINO COVARRUBIAS
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE1.00$0$0$0
KATHLEEN HERRMAN
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE1.00$0$0$0
JAMES HICKS
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE1.00$0$0$0
MARI BARRERA
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE1.00$0$0$0
CHERYL AGLIO GIRELLI
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE1.00$0$0$0
PAULA KAMINOW
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE1.00$0$0$0
ROBERT SOUSA
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE1.00$0$0$0
WILLIAM IBERG
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701TRUSTEE1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
REBECCA DONHAM
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701SENIOR PROGRAM OFFIC36.00$133,499$47,581$0
KATHERINE BAKER
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701RESEARCH DIRECTOR40.00$94,640$43,538$0
MARIA PANASIAN
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701DIR. OF ADMINISTRATI36.00$116,600$5,071$0
ANGELA CASTRILLO VILCHES
161 WORCESTER ROAD SUITE 202FRAMINGHAMMA01701PROGRAM OFFICER40.00$90,150$12,433$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TRIBROOK ADVISORS LLC
206 WESTERLY ROADWESTONMA02493STRATEGIC PLAN CONSULTING$120,978
PRIME BUCHHOLZ & ASSOCIATES
274 CORPORATE DRIVEPORTSMOUTHNH03801INVESTMENT CONSULTING$94,658
STATE STREET CORPORATION
PO BOX 75199CHICAGOIL60675INVESTMENT BANKING$51,835
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 $3.9 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 DISPARITIES. 3. THE FOUNDATION PROVIDED $194,000 IN SCHOLARSHIPS ENABLING 51 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 HEALTH DISPARITIES IN THE REGION.Description1Txt
Expenses1$394,340Expenses1Amt

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$48,695,370AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,562,959AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$72,969,630FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$123,227,959TotalFMVOfUnusedAssetsAmt
Reduction Claimed$8,738,284ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$123,227,959AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,848,419CashDeemedCharitableAmt
Net Vl Noncharitable Assets$121,379,540NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,068,977MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,068,977MinimumInvestmentReturnAmt
Tax Based On Investment Income$86,621TaxBasedOnInvestmentIncomeAmt
Total Tax$86,621TotalTaxAmt
Distributable Before Adj$5,982,356DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,982,356DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,982,356DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,436,158ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$8,418CharitableAssetsAcquisPaidAmt
Qualifying Distributions$5,444,576QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,982,356DistributableAsAdjustedAmt
Undistributed Income PY$5,305,457UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,444,576QualifyingDistributionsAmt
Applied To Year1$5,305,457AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$139,119TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$139,119TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$5,982,356UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$415,514CorpusDistri170b1EOr4942g3Amt
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 O GONZALEZ PRESIDENT METROW
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 O GONZALEZ PRESIDENT METROW
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 (208 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMEETING THE MOMENT$20,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMENTAL HEALTHCARE FOR IMMIGRANT YOUTH IN CRISIS$15,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBEHAVIORAL HEALTHCARE FOR UNDERINSURED MIGRANTS$18,898
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - TATIANA TOSI$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST CARE CONNECTION$247,430
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - MUHAMMAD ZAFARMAND$7,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - YANA DEELEY$7,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - MORIAH GAGNON$7,500
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - LAURA CHASON$7,500
AFRICAN CULTURAL SERVICES INC
PO BOX 540325WALTHAMMA02451PCSANYU LYABATINI$15,000
AFRICAN CULTURAL SERVICES INC
PO BOX 540325WALTHAMMA02451PCSANYU LYA BATIINI OR HAPPY, CONFIDENT GIRLS$15,000
AMAZING THINGS ARTS CENTER INC
160 HOLLIS STFRAMINGHAMMA01702PCVOICES OF THE COMMUNITY$75,000
AMAZING THINGS ARTS CENTER INC
160 HOLLIS STFRAMINGHAMMA01702PCVOICES OF THE COMMUNITY$33,542
BETHANY HILL PLACE
89 BETHANY ROAD SUITE 001FRAMINGHAMMA01702PCHEALTH/WELLNESS PROGRAMMING FOR AFFORDABLE HOUSING RESIDENTS$9,950
BETHANY HILL PLACE
89 BETHANY ROAD SUITE 001FRAMINGHAMMA01702PCUNITING HEALTH AND HOUSING WITH EXPANDED HEALTH AND WELLNESS CARE$12,500
BLACKSTONE VALLEY VOCATIONAL REGIONAL SCHOOL DISTRICTVALLEY TECH
65 PLEASANT STREETUPTONMA015681499GOVBVT CARTWHEEL CARE TELEHEALTH SERVICES$10,000
BOYS & GIRLS CLUB OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752PCSTRENGTHENING YOUTH MENTAL HEALTH SUPPORT$20,000
BOYS & GIRLS CLUB OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752PCSMART GIRLS IN ACTION - NEXT STEPS$15,000
BOYS & GIRLS CLUB OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752PCSMART GIRLS IN ACTION - NEXT STEPS$15,000
BRANDON RESIDENTIAL TREATMENT CENTER INC
27 WINTER STREETNATICKMA01760PCMEETING THE MOMENT$20,000
BRAZILIAN AMERICAN CENTER - BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCMEETING THE MOMENT$20,000
BRAZILIAN AMERICAN CENTER - BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCASSISTING VULNERABLE IMMIGRANTS WITH HOUSING NAVIGATION$20,000
BRAZILIAN AMERICAN CENTER - BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCASSISTING IMMIGRANTS WITH HEALTH INSURANCE$12,500
BRAZILIAN AMERICAN CENTER - BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCASSISTING VULNERABLE IMMIGRANTS WITH HOUSING NAVIGATION$20,000
BRAZILIAN AMERICAN CENTER - BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCINCLUSIVE HEALTH INSURANCE ASSISTANCE$12,500
CALLAHAN CENTER CITY OF FRAMINGHAM
535 UNION AVEFRAMINGHAMMA01702GOVFRAMINGHAM SENIOR HOME SHARE PROGRAM$7,285
CATHOLIC CHARITIES OF THE DIOCESE OF WORCESTER INC
216 W BOYLSTON ST SUITE 300WEST BOYLSTONMA01583PCMEETING THE MOMENT$20,000
CATHOLIC CHARITIES OF THE DIOCESE OF WORCESTER INC
216 W BOYLSTON ST SUITE 300WEST BOYLSTONMA01583PCGREATER MILFORD EMERGENCY STABILIZATION SERVICES$7,500
COMMUNITY SERVINGS
179 AMORY STJAMAICA PLAINMA02130PCNUTRITION PROGRAM FOR METROWEST RESIDENTS$20,000
COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202PCMEMBERSHIP DUES 2025$9,000
DANIEL'S TABLE
10 PEARL STREETFRAMINGHAMMA01702PCMEETING THE MOMENT$20,000
DE NOVO CENTER FOR JUSTICE & HEALING
47 THORNDIKE STREET SB-LL-1CAMBRIDGEMA02141PCLEGAL-MENTAL HEALTH SERVICE DELIVERY MODEL$20,000
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PCCOMMUNITY-LED DIGITAL WELLNESS SOLUTIONS$74,784
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PC2025 METROWEST ADOLESCENT HEALTH SURVEY$353,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFWORCESTERMA01606PCMEETING THE MOMENT$20,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFWORCESTERMA01606PCBASIC HEALTH NEEDS - ORAL HEALTH$50,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFWORCESTERMA01606PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$175,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFWORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$150,000
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCMEETING THE MOMENT$20,000
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCRESPONSIVE SOLUTIONS TO ENDING FAMILY HOMELESSNESS$48,512
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCLIFE PROGRAM$12,500
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760PCRESPONSIVE SOLUTIONS TO ENDING FAMILY HOMELESSNESS$48,512
FRAMINGHAM ADULT ESL PLUS
31 FLAGG DRIVEFRAMINGHAMMA01702GOVMEETING THE MOMENT$20,000
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVNURSE FOR SCHOOL BASED VACCINE CLINIC$20,000
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVFHS HEALTH CARE INNOVATION PATHWAYS$41,500
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVMENTAL HEALTH ACCESS FOR ADULT ESL$40,000
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVVACCINES IN THE SCHOOL SETTING$12,500
FRANKLIN FOOD PANTRY
341 WEST CENTRAL STREETFRANKLINMA02038PCMEETING THE MOMENT$20,000
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - DONNA PELKEY$7,500
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - CAITLIN BARRY$7,500
GENESIS COUNSELING SERVICES INC
24 UNION AVE SUITE 11FRAMINGHAMMA01702PCMETROWEST HEALTH INTERNSHIP - ELIZABETH HALSTEAD$7,500
GIFTS OF HOPE UNLIMITED
PO BOX 338SUDBURYMA01776PCSUPPORT FOR RELATIONSHIP ABUSE SURVIVORS$6,250
GRATIS HEALTHCARE INC
PO BOX 644 GRATIS HEALTHCAREFRANKLINMA02038PCVIRTUAL GROUP THERAPY/ANXIETY/STRESS$6,250
GREATER FRAMINGHAM COMMUNITY CHURCH
FRANKLIN PARK STREETS PO BOX 629FRAMINGHAMMA01704PCMEETING THE MOMENT$10,000
GREATER FRAMINGHAM COMMUNITY CHURCH
FRANKLIN PARK STREETS PO BOX 629FRAMINGHAMMA01704PCGROCERY BAG PROGRAM$25,000
HEALTH CARE FOR ALL
70 FRANKLIN STREET SUITE 500BOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$25,000
HEALTH CARE FOR ALL
70 FRANKLIN STREET SUITE 500BOSTONMA02110PCADVANCING HEALTH EQUITY FOR IMMIGRANT & REFUGEE COMMUNITIES$20,000
HEALTH LAW ADVOCATES INC
70 FRANKLIN STREET SUITE 500BOSTONMA02110PCIMMIGRANT HEALTH CARE ACCESS INITIATIVE$19,975
HOCKOMOCK AREA YMCA
300 ELMWOOD STREETNORTH ATTLEBOROUGHMA02760PCMEETING THE MOMENT$20,000
HOLLISTON YOUTH & FAMILY SERVICES
1750 WASHINGTON STREETHOLLISTONMA01746GOVMETROWEST HEALTH INTERNSHIP - STEPHANIE MESSINA$5,000
HOLLISTON YOUTH & FAMILY SERVICES
1750 WASHINGTON STREETHOLLISTONMA01746GOVMETROWEST HEALTH INTERNSHIP - LAUREN GOTTLIEB-JAFFE$5,000
HOPKINTON HEALTH DEPARTMENT
18 MAIN STREETHOPKINTONMA01748GOVVACCINE EQUITY FOR ALL$15,000
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVHUDSON HOUSING NAVIGATOR PROGRAM$19,233
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVHEALTHY PARENT/HAPPY BABY PROGRAM$15,000
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVMETROWEST HEALTH INTERNSHIP - TANNER FEDELE$4,800
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVMETROWEST HEALTH INTERNSHIP - KAITLYN MERRILL$4,800
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVHEALTHY PARENT/HAPPY BABY PROGRAM$15,000
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVCLOSING THE METROWEST SNAP GAP$50,000
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVHOUSING NAVIGATOR PILOT PROPOSAL$15,000
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - SARAH MUSUMECI$7,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - ALYAZIA ALAKHAJA$7,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - ALANAH HALL$7,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - SARAH SANDS$7,500
HUMAN RELATIONS SERVICE INC
11 CHAPEL PLACEWELLESLEYMA02481PCMETROWEST HEALTH INTERNSHIP - ALEXANDRA NAGLE$7,500
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
281 PLEASANT STREETFRAMINGHAMMA01701PCEQUITABLE ACCESS TO BEREAVEMENT SERVICES$20,000
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
281 PLEASANT STREETFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - MARGARET DONIUS$7,500
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
281 PLEASANT STREETFRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - CARMEN SAYLER$7,500
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCMEETING THE MOMENT$20,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCFRAMINGHAM IMMIGRANT FAMILY SUPPORT$20,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCMETROWEST IMMIGRANT SUPPORT COLLABORATIVE$20,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCINCREASED ACCESS TO HOME HEALTHCARE THROUGH MIGRANT WORKFORCE DEVELOPMENT$22,700
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCFRAMINGHAM OLDER ADULT HOMESHARE PILOT$12,500
COMMUNITY LEGAL AID
370 MAIN STREET SUITE 300WORCESTERMA01608PCMETROWEST HOUSING STABILITY PROJECT$20,000
MAB COMMUNITY SERVICES INC
29 DENBY ROADBOSTONMA02134PCBEHAVIORAL HEALTH FOR METROWEST OLDER ADULTS$9,992
MAB COMMUNITY SERVICES INC
29 DENBY ROADBOSTONMA02134PCBEHAVIORAL HEALTH FOR METROWEST OLDER ADULTS$9,992
MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS
1046 CAMBRIDGE STCAMBRIDGEMA02139PCIMMIGRANT HOUSING AND HEALTH EQUITY$12,500
MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
50 FEDERAL STREET 8TH FLOORBOSTONMA02110PCMETROWEST HOUSING JUSTICE INITIATIVE$8,166
MARISSA CARTY
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
BRIAN HOPKINS
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
CHINYE NOLISA
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
CHANTHINI STEWARD
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
KELLY MCCORMICK
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
GRACE JUNG
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
ABIGAIL JOHNSON
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
EMILY LIU CHE2
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
SHAZAIN AHMED KHAN
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
DENISSE OCHOA
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
JAKE BENOIT
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
CHELSEA ZHANG
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
LAUREN MARCI
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$2,000
SYLVIA KAY
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
ABIGAIL RACHAEL WHITE
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
LAUREN TESTA
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
SARA DOHERTY
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
GENESIS GONZALEZ
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
CHRISTINA SMITH
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
TAYLOR CHAPMAN
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
JAYON XAVIER
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$2,000
SHANNON JACOB
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
NISHAT SAEED
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
JOHN CURLEY
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
VICTORIA FROST
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
GABRIELLA G WHEELER
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
CLAUDIA SCHUTTEL
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
CIVIA SCHNEIDER
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
CAROLYN KLEPPER
161 WORCESTER ROADFRAMINGHAMMA01701IMEDICAL/CLINICAL SCHOLARSHIP$4,000
METRO COMMUNITY DEVELOPMENT CORPORATION
40 MECHANIC ST SUITE 300MARLBOROUGHMA01752PCMCDC WELL & WISE$15,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCHOUSING STABILITY PROJECT$20,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCIMMIGRANT REMOVAL DEFENSE PROJECT$20,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCNEWLY ARRIVED IMMIGRANTS SHELTER PROJECT$15,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP$75,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCHOUSING STABILITY PROJECT$12,500
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCNEWLY ARRIVED IMMIGRANTS SHELTER PROJECT$15,000
METROWEST MEDIATION SERVICES
220 NORTH MAIN STREET SUITE 106NATICKMA01760PCMEETING THE MOMENT GRANT$20,000
METROWEST MEDIATION SERVICES
220 NORTH MAIN STREET SUITE 106NATICKMA01760PCEVICTION PREVENTION THROUGH MEDIATION SERVICES$12,500
METROWEST MEDIATION SERVICES
220 NORTH MAIN STREET SUITE 106NATICKMA01760PCEVICTION PREVENTION THROUGH MEDIATION SERVICES$15,000
METROWEST WORKER CENTER
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCPROJECT TITLE: COMMUNITY LEGAL EDUCATION$19,892
METROWEST WORKER CENTER
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCHEALTH CONNECTIONS: STRIVING FOR EQUITY$37,688
MILFORD PUBLIC SCHOOLS
31 W FOUNTAIN STREETMILFORDMA01757GOVSCHOOL-BASED VACCINATION AND HEALTH ACCESSIBILITY$16,940
MORSE INSTITUTE LIBRARY
14 EAST CENTRAL STREETNATICKMA01760GOVAUNT FLO VENDING MACHINES$6,000
NATICK CENTER ASSOCIATES INC
8 COURT STREETNATICKMA01760PCNATICK MATCHES$7,500
NATICK FIRE DEPARTMENT
22 EAST CENTRAL STREETNATICKMA01760GOVFUNDING FOR FIRE ENGINEERING TRAINING SUBSCRIPTION$36,000
NATICK HEALTH DEPARTMENT
13 EAST CENTRAL STREETNATICKMA01760GOVA COMMUNITY APPROACH TO MENTAL HEALTH CARE$49,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760GOVMEETING THE MOMENT$20,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760GOVCASE MANAGEMENT AND EVICTION PREVENTION$15,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760GOVCASE MANAGEMENT AND EVICTION PREVENTION$15,000
NATICK SERVICE COUNCIL INC
2 WEBSTER STREETNATICKMA01760GOVFOOD PANTRY$30,000
NEEDHAM COMMUNITY COUNCIL INC
570 HILLSIDE AVENUENEEDHAMMA02494PCMEETING THE MOMENT$20,000
NEEDHAM YOUTH & FAMILY SERVICES DIVISION
1471 HIGHLAND AVENUENEEDHAMMA02492GOVMETROWEST HEALTH INTERNSHIP - YIN TENG$7,500
NEEDHAM YOUTH & FAMILY SERVICES DIVISION
1471 HIGHLAND AVENUENEEDHAMMA02492GOVMETROWEST HEALTH INTERNSHIP - MADALENA DUBALDO$7,500
NORFOLK PUBLIC SCHOOLS
70 BOARDMAN STREETNORFOLKMA02056GOVSTRENGTHENING GIRLS' MENTAL HEALTH$15,000
JAVIENE REIDHIBBERT
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$2,000
SALIHA MAQBOOL
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
CAROLINE O'CONNOR
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
LISA CARUSO
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
MARTHA ARENA
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
BRIDGET MILLS
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
TYECHIA JAMES
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
KEIRA FINNERTY
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
KATHRYN CAREW
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
WILLIAM JOHNSON
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
EMILY COFFEY
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
ANA CAROLINA DE ARAUJO
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
ELANA STRACHMAN
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$2,000
ANNA DAYN
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
INKYOUNG LEE
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
MAKENNA NOBLE
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$2,000
ISIS DIAZ
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
HERMAN AINEBYONA
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
NICOLE BRAUN
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
KATHERINE KLEPPER
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
NAFISAT SANNI
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
CASSANDRA GUERRA
161 WORCESTER ROADFRAMINGHAMMA01701INURSING SCHOLARSHIP$4,000
OPEN SKY COMMUNITY SERVICES
4 MANN STREETWORCESTERMA01602PCMEETING THE MOMENT$20,000
OPEN TABLE INC
PO BOX 42CONCORDMA01742PCSUPPORTING HUDSON MOBILE FOOD PROGRAMS$7,719
OPEN TABLE INC
PO BOX 42CONCORDMA01742PCSUPPORTING HUDSON MOBILE FOOD PROGRAMS$7,719
OUT METROWEST
160 HOLLIS STREET PO BOX 2122FRAMINGHAMMA01703PCMENTAL HEALTH FOR LGBTQ+ YOUTH$7,500
OUT METROWEST
160 HOLLIS STREET PO BOX 2122FRAMINGHAMMA01703PCMENTAL HEALTH FOR LGBTQ+ YOUTH$7,500
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760PCMEETING THE MOMENT$20,000
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760PCEXPANDING ACCESS TO HEALTHY FOOD IN THE REGION$82,269
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760PCFOOD PANTRY$30,000
PROJECT JUST BECAUSE INC
77 SOUTH STREETHOPKINTONMA01748PCMEETING THE MOMENT$20,000
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP - RAYNA MCELHINEY$7,500
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCMETROWEST HEALTH INTERNSHIP -ESTHER TZAU$7,500
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCMEETING THE MOMENT$20,000
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCIMPROVING HEALTH EQUITY$20,000
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCSISTERS LEADING SISTERS ACCESSIBLE MENTAL HEALTH CARE FOR SURVIVORS$6,000
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCSURVIVOR-DIRECTED HOUSING PROGRAM$14,287
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$50,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCREDUCING DISPARITIES IN PERINATAL BEHAVIORAL HEALTH (PBH)$15,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - SAM MONIUS$3,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - STACY FOSTER$3,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - BRYNN FELDMAN$4,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - KYASHA AMBROISE$3,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - KENDALL MADISON$3,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCMETROWEST HEALTH INTERNSHIP - AMANDA LORING$4,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCFUELING HEALTHY OUTCOMES$15,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCMEETING THE MOMENT$20,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCRESOURCE NAVIGATOR MANAGER$14,976
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCFUELING HEALTHY OUTCOMES$15,000
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCTARGETED PROGRAMMING SOLUTIONS TO ADDRESS AND PREVENT IDENTITY BASED BULLYING & ACTS OF HATE$22,475
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCCOMMUNITY SOLUTIONS TO IDENTITY BASED BULLYING$24,500
SPOONFULS INC
189 WELLS AVE SUITE 100NEWTONMA02459PCBASIC HEALTH NEEDS - FOOD INSECURITY$75,000
SPRINGWELL INC
307 WAVERLEY OAKS ROAD SUITE 205WALTHAMMA02452PCMEETING THE MOMENT$20,000
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776GOVMETROWEST HEALTH INTERNSHIP - KAYLEIGH WATSON$7,500
SUDBURY BOARD OF HEALTH
275 OLD LANCASTER RDSUDBURYMA01776GOVMETROWEST HEALTH INTERNSHIP - RACHEL MARKOWITZ$7,500
UNITED WAY OF TRI-COUNTY
46 PARK STREETFRAMINGHAMMA01702PCMEETING THE MOMENT$20,000
WALKER INC
1968 CENTRAL AVENUENEEDHAMMA02492PCMEETING THE MOMENT$20,000
WAYLAND COUNCIL ON AGING
41 COCHITUATE ROADWAYLANDMA01778GOVSUPPORT FOR HOARDING DISORDER$15,000
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 WAYFRAMINGHAMMA01701PCPROVIDING BASIC NEEDS RESOURCES TO UNHOUSED AND NEWLY ARRIVED IMMIGRANTS$15,000
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCPROVIDING BASIC NEEDS RESOURCES TO UNHOUSED AND NEWLY ARRIVED IMMIGRANTS$15,000
WELLESLEY COLLEGE WELLESLEY CENTERS FOR WOMEN
106 CENTRAL STREETWELLESLEYMA02481PCDIGITAL WELLBEING WORKSHOPS FOR GIRLS$11,498
WELLESLEY COLLEGE WELLESLEY CENTERS FOR WOMEN
106 CENTRAL STREETWELLESLEYMA02481PCDIGITAL WELLBEING WORKSHOPS FOR GIRLS$15,000
WORCESTER REFUGEE AND IMMIGRANT SUPPORT AND EMPOWERMENT FOR HEALTH (RISE)
18 CHESTNUT STREET SUITE 230WORCESTERMA01608PCCOMMUNITY HEALTH WORKER (CHW)$12,880
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,132,414TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (96 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCBEHAVIORAL HEALTHCARE FOR UNDERINSURED MIGRANTS$18,898
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701PCMENTAL HEALTHCARE FOR IMMIGRANT YOUTH IN CRISIS$15,000
AFRICAN CULTURAL SERVICES INC
PO BOX 540325WALTHAMMA02451PCSANYU LYABATINI$15,000
AMAZING THINGS ARTS CENTER INC
160 HOLLIS STFRAMINGHAMMA01702PCVOICES OF THE COMMUNITY$75,000
BETHANY HILL PLACE
89 BETHANY ROAD SUITE 001FRAMINGHAMMA01702PCHEALTH/WELLNESS PROGRAMMING FOR AFFORDABLE HOUSING RESIDENTS$9,950
BOYS & GIRLS CLUB OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752PCSTRENGTHENING YOUTH MENTAL HEALTH SUPPORT$20,000
BOYS & GIRLS CLUB OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752PCSTRENGTHENING YOUTH MENTAL HEALTH SUPPORT$20,000
BOYS & GIRLS CLUB OF METROWEST
169 PLEASANT STREETMARLBOROUGHMA01752PCSTRENGTHENING YOUTH MENTAL HEALTH SUPPORT$20,000
BRAZILIAN AMERICAN CENTER - BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCASSISTING IMMIGRANTS WITH HEALTH INSURANCE$12,500
BRAZILIAN AMERICAN CENTER - BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCASSISTING IMMIGRANTS WITH HEALTH INSURANCE$12,500
BRAZILIAN AMERICAN CENTER - BRACE
560 WAVERLY STREETFRAMINGHAMMA01702PCASSISTING IMMIGRANTS WITH HEALTH INSURANCE$12,500
CALLAHAN CENTER CITY OF FRAMINGHAM
535 UNION AVEFRAMINGHAMMA01702GOVFRAMINGHAM SENIOR HOME SHARE PROGRAM$7,285
CATHOLIC CHARITIES OF THE DIOCESE OF WORCESTER INC
216 W BOYLSTON ST SUITE 300WEST BOYLSTONMA01583PCGREATER MILFORD EMERGENCY STABILIZATION SERVICES$7,500
COMMUNITY SERVINGS
179 AMORY STJAMAICA PLAINMA02130PCNUTRITION PROGRAM FOR METROWEST RESIDENTS$20,000
DE NOVO CENTER FOR JUSTICE & HEALING
47 THORNDIKE STREET SB-LL-1CAMBRIDGEMA02141PCLEGAL-MENTAL HEALTH SERVICE DELIVERY MODEL$20,000
DE NOVO CENTER FOR JUSTICE & HEALING
47 THORNDIKE STREET SB-LL-1CAMBRIDGEMA02141PCLEGAL-MENTAL HEALTH SERVICE DELIVERY MODEL$20,000
DE NOVO CENTER FOR JUSTICE & HEALING
47 THORNDIKE STREET SB-LL-1CAMBRIDGEMA02141PCLEGAL-MENTAL HEALTH SERVICE DELIVERY MODEL$20,000
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PCCOMMUNITY-LED DIGITAL WELLNESS SOLUTIONS$74,784
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PCCOMMUNITY-LED DIGITAL WELLNESS SOLUTIONS$74,784
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PCCOMMUNITY-LED DIGITAL WELLNESS SOLUTIONS$74,784
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PCCOMMUNITY-LED DIGITAL WELLNESS SOLUTIONS$74,784
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PCCOMMUNITY-LED DIGITAL WELLNESS SOLUTIONS$74,784
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE SUITE 2010WALTHAMMA02451PC2025 METROWEST ADOLESCENT HEALTH SURVEY$353,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFWORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$150,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFWORCESTERMA01606PCBASIC HEALTH NEEDS - ORAL HEALTH$50,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFWORCESTERMA01606PCBASIC HEALTH NEEDS - PRIMARY MEDICAL CARE$175,000
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
115 NORTHEAST CUTOFWORCESTERMA01606PCBASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE$150,000
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
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVNURSE FOR SCHOOL BASED VACCINE CLINIC$20,000
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVMENTAL HEALTH ACCESS FOR ADULT ESL$20,000
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVNURSE FOR SCHOOL BASED VACCINE CLINIC$20,000
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVNURSE FOR SCHOOL BASED VACCINE CLINIC$20,000
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVMENTAL HEALTH ACCESS FOR ADULT ESL$20,000
FRAMINGHAM PUBLIC SCHOOLS
19 FLAGG DRIVEFRAMINGHAMMA01702GOVFHS HEALTH CARE INNOVATION PATHWAYS$41,500
GRATIS HEALTHCARE INC
PO BOX 644 GRATIS HEALTHCAREFRANKLINMA02038PCVIRTUAL GROUP THERAPY/ANXIETY/STRESS$6,250
GREATER FRAMINGHAM COMMUNITY CHURCH
FRANKLIN PARK STREETS PO BOX 629FRAMINGHAMMA01704PCGROCERY BAG PROGRAM$25,000
HEALTH CARE FOR ALL
70 FRANKLIN STREET SUITE 500BOSTONMA02110PCBASIC HEALTH NEEDS - INSURANCE ENROLLMENT$25,000
HEALTH CARE FOR ALL
70 FRANKLIN STREET SUITE 500BOSTONMA02110PCADVANCING HEALTH EQUITY FOR IMMIGRANT & REFUGEE COMMUNITIES$20,000
HEALTH LAW ADVOCATES INC
70 FRANKLIN STREET SUITE 500BOSTONMA02110PCIMMIGRANT HEALTH CARE ACCESS INITIATIVE$19,975
HEALTH LAW ADVOCATES INC
70 FRANKLIN STREET SUITE 500BOSTONMA02110PCIMMIGRANT HEALTH CARE ACCESS INITIATIVE$19,975
HEALTH LAW ADVOCATES INC
70 FRANKLIN STREET SUITE 500BOSTONMA02110PCIMMIGRANT HEALTH CARE ACCESS INITIATIVE$19,975
HOPKINTON HEALTH DEPARTMENT
18 MAIN STREETHOPKINTONMA01748GOVVACCINE EQUITY FOR ALL$15,000
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVHUDSON HOUSING NAVIGATOR PROGRAM$19,233
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVHUDSON HOUSING NAVIGATOR PROGRAM$19,233
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVCLOSING THE METROWEST SNAP GAP$50,000
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVHUDSON HOUSING NAVIGATOR PROGRAM$19,233
HUDSON HEALTH DEPARTMENT
78 MAIN STREETHUDSONMA01749GOVCLOSING THE METROWEST SNAP GAP$50,000
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
281 PLEASANT STREETFRAMINGHAMMA01701PCEQUITABLE ACCESS TO BEREAVEMENT SERVICES$20,000
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
281 PLEASANT STREETFRAMINGHAMMA01701PCEQUITABLE ACCESS TO BEREAVEMENT SERVICES$20,000
JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
281 PLEASANT STREETFRAMINGHAMMA01701PCEQUITABLE ACCESS TO BEREAVEMENT SERVICES$20,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCFRAMINGHAM IMMIGRANT FAMILY SUPPORT$20,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCMETROWEST IMMIGRANT SUPPORT COLLABORATIVE$20,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCFRAMINGHAM IMMIGRANT FAMILY SUPPORT$20,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCMETROWEST IMMIGRANT SUPPORT COLLABORATIVE$20,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCFRAMINGHAM IMMIGRANT FAMILY SUPPORT$20,000
JEWISH FAMILY SERVICE OF METROWEST
475 FRANKLIN STREET SUITE 101FRAMINGHAMMA01702PCMETROWEST IMMIGRANT SUPPORT COLLABORATIVE$20,000
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
COMMUNITY LEGAL AID
370 MAIN STREET SUITE 300WORCESTERMA01608PCMETROWEST HOUSING STABILITY PROJECT$20,000
COMMUNITY LEGAL AID
370 MAIN STREET SUITE 300WORCESTERMA01608PCMETROWEST HOUSING STABILITY PROJECT$20,000
COMMUNITY LEGAL AID
370 MAIN STREET SUITE 300WORCESTERMA01608PCMETROWEST HOUSING STABILITY PROJECT$20,000
MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS
1046 CAMBRIDGE STCAMBRIDGEMA02139PCIMMIGRANT HOUSING AND HEALTH EQUITY$12,500
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 LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCHOUSING STABILITY PROJECT$20,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCIMMIGRANT REMOVAL DEFENSE PROJECT$20,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCHOUSING STABILITY PROJECT$20,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCIMMIGRANT REMOVAL DEFENSE PROJECT$20,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCBASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP$75,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCIMMIGRANT REMOVAL DEFENSE PROJECT$20,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304FRAMINGHAMMA01702PCHOUSING STABILITY PROJECT$20,000
METROWEST MEDIATION SERVICES
220 NORTH MAIN STREET SUITE 106NATICKMA01760PCEVICTION PREVENTION THROUGH MEDIATION SERVICES$12,500
METROWEST MEDIATION SERVICES
220 NORTH MAIN STREET SUITE 106NATICKMA01760PCEVICTION PREVENTION THROUGH MEDIATION SERVICES$12,500
METROWEST MEDIATION SERVICES
220 NORTH MAIN STREET SUITE 106NATICKMA01760PCEVICTION PREVENTION THROUGH MEDIATION SERVICES$12,500
METROWEST WORKER CENTER
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCPROJECT TITLE: COMMUNITY LEGAL EDUCATION$19,892
METROWEST WORKER CENTER
116 CONCORD STREET SUITE 11FRAMINGHAMMA01702PCMEETING THE MOMENT$10,000
MILFORD PUBLIC SCHOOLS
31 W FOUNTAIN STREETMILFORDMA01757GOVSCHOOL-BASED VACCINATION AND HEALTH ACCESSIBILITY$16,940
NATICK HEALTH DEPARTMENT
13 EAST CENTRAL STREETNATICKMA01760GOVA COMMUNITY APPROACH TO MENTAL HEALTH CARE$49,000
NATICK HEALTH DEPARTMENT
13 EAST CENTRAL STREETNATICKMA01760GOVA COMMUNITY APPROACH TO MENTAL HEALTH CARE$49,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL STREET SUITE 802BOSTONMA02110PCMEMBERSHIP DUES$9,790
A PLACE TO TURN
99 HARTFORD STREETNATICKMA01760PCEXPANDING ACCESS TO HEALTHY FOOD IN THE REGION$82,269
RIA INC
330 COCHITUATE ROAD 1784FRAMINGHAMMA01701PCIMPROVING HEALTH EQUITY$20,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$50,000
RIVERSIDE COMMUNITY CARE
270 BRIDGE STREET SUITE 301DEDHAMMA02026PCREDUCING DISPARITIES IN PERINATAL BEHAVIORAL HEALTH$15,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP STREETFRAMINGHAMMA01702PCBASIC HEALTH NEEDS - HOMELESSNESS$75,000
SPARK KINDNESS INC
PO BOX 823NATICKMA01760PCTARGETED PROGRAMMING SOLUTIONS TO ADDRESS AND PREVENT IDENTITY BASED BULLYING & ACTS OF HATE$22,475
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
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701PCBASIC HEALTH NEEDS - BEHAVIORAL HEALTH$75,000
WELLESLEY COLLEGE WELLESLEY CENTERS FOR WOMEN
106 CENTRAL STREETWELLESLEYMA02481PCDIGITAL WELLBEING WORKSHOPS FOR GIRLS$11,498
WORCESTER REFUGEE AND IMMIGRANT SUPPORT AND EMPOWERMENT FOR HEALTH (RISE)
18 CHESTNUT STREET SUITE 230WORCESTERMA01608PCCOMMUNITY HEALTH WORKER (CHW)$12,880
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,727,707TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,105,328ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,905,746ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,011,074ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,011,074TotalIncomeProducingActyAmt

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$36,262Yes (X)
BNY MELLON BANKCHICKERING FUND
2201 WASHINGTON STREETBOSTONMA02108$387,293Yes (X)
US TRUSTCLARK FOUNDATION
3100 WESTMINSTER STREETPROVIDENCERI02903$15,385Yes (X)
US TRUSTSARAH E WHITE TRUST
4100 WESTMINSTER STREETPROVIDENCERI02903$12,836Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$56,871Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$56,871DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyFIXED ASSETSPropertyDesc
Cost Or Other Basis$162,367CostOrOtherBasisAmt
Prior Year Depreciation$150,968PriorYearDepreciationAmt
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- $387,2932. CLARK TRUST C/O BANK OF AMERICA- $15,3853. SARAH WHITE TRUST C/O BANK OF AMERICA- $12,836ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GLOBAL EQUITIES - EQUITIES$30,231,961$30,231,961
US EQUITIES - EQUITIES$29,130,881$29,130,881

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$8,574,317USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$8,574,317USGovtObligationsEOYFMVAmt
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$10,198,313$10,198,313
BOND FUNDS - FIXED INCOMEFMV$2,995,786$2,995,786
HEDGE FUNDS - ALTERNATIVE INVESTMENTSFMV$31,281,631$31,281,631
REAL ESTATE FUND - ALTERNATIVE INVESTMENTSFMV$11,915,497$11,915,497

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED ASSETSCategoryOrItemTxt
Cost Or Other Basis$162,367CostOrOtherBasisAmt
Accumulated Depreciation$150,968AccumulatedDepreciationAmt
Book Value$11,399BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$5,885LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,885DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BENEFICIAL INTERESTS IN PERPETUAL TRUSTS$8,340,538$8,738,284$8,738,284
RIGHT-OF-USE ASSET - OPERATING$404,426$300,259$300,259

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEB & COMPUTER SUPPORT$80,550$0$0$80,550
INSURANCE$10,173$0$0$10,173
EQUIPMENT RENTAL$6,506$0$0$6,506
OFFICE SUPPLIES AND SUPPORT$61,360$0$0$61,360

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$7,869,525
GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS$397,746
CHANGE IN DEFERRED EXCISE TAXES$99,230

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAXES$578,593$677,823
FUNDS HELD FOR OTHERS$1,163,327$1,044,837
OPERATING LEASE LIABILITY$425,484$320,846

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES$246,867$94,658$0$152,209
INVESTMENT FEES$556,726$556,726$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, 2025 WAS $8,738,284. 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$287,360Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt