2024-01-15T11:02:39-06:00 2023-09-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2022-10-01 042121342 METROWEST HEALTH FOUNDATION INC METR 5088797625 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 MARTIN COHEN PRESIDENT, CEO 5088797625 2024-01-15 1 MARTIN COHEN XXX-XX-XXXX 1 CHARLES J WEBB CPA P01584539 5083669100 2024-01-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 108119250 X 420660 2087133 2087133 894450 6792481 894450 3402243 2981583 0 279472 70791 0 208681 405461 0 0 405461 247050 29099 0 217951 537 0 0 537 41500 0 0 41500 848897 769286 0 79611 309411 0 0 0 4387 0 0 94140 8550 0 85590 10262 2495 0 7767 14003 0 0 14003 171735 0 0 171735 2426855 880221 0 1232836 2319683 2319683 4746538 880221 0 3552519 -1344295 2101362 0 255483 85941 85941 2234773 1457609 1457609 27224 35844 27224 27224 56878 69779 69779 4997052 4829548 4829548 41876213 49619816 49619816 43576242 44413224 44413224 150533 143234 6818 7299 7299 6732924 7608810 7608810 99772227 108119250 108119250 202805 153499 2848435 1657574 1947370 2344407 4998610 4155480 X 77614001 85417405 17159616 18546365 94773617 103963770 99772227 108119250 94773617 -1344295 10534448 103963770 0 103963770 PUBLICLY TRADED SECURITIES P 3951538 4132394 -180856 -180856 ALTERNATIVE FUNDS P 2022-10-01 2023-09-30 1000000 142945 857055 857055 ALTERNATIVE FUNDS P 2022-10-01 2023-09-30 1840943 1622692 218251 218251 894450 29209 0 29209 0 29209 38570 0 0 0 38570 0 9361 9361 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.MWHEALTH.ORG MARTIN COHEN PRESIDENT & CEO 5088797625 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MARTIN COHEN 161 WORCESTER RD FRAMINGHAM MA 01701 PRESIDENT/ CEO 40.00 279472 60281 0 WILLIAM GRAHAM 161 WORCESTER RD FRAMINGHAM MA 01701 CHAIR 5.00 0 0 0 ANNA CAROLLO CROSS 161 WORCESTER RD FRAMINGHAM MA 01701 VICE CHAIR 5.00 0 0 0 JOHN CORRON 161 WORCESTER RD FRAMINGHAM MA 01701 TREASURER 5.00 0 0 0 CAROL GLOFF 161 WORCESTER RD FRAMINGHAM MA 01701 CLERK 5.00 0 0 0 LINO COVARRUBIAS 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 KATHLEEN HERRMAN 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 WILLIAM IBERG 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 COLEEN TORONTO 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE (UNTIL 12/2022) 5.00 0 0 0 JAMES HICKS 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 MARI BARRERA 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 CLAIRE LEVESQUE 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 GILLIAN CARCIA 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 CHERYL AGLIO GIRELLI 161 WORCESTER RD FRAMINGHAM MA 01701 TRUSTEE 5.00 0 0 0 REBECCA DONHAM 161 WORCESTER RD FRAMINGHAM MA 01701 SENIOR PROGRAM OFFIC 36.00 124445 49090 0 CATHY GLOVER 161 WORCESTER RD FRAMINGHAM MA 01701 GRANTS MANAGEMENT DI 35.00 115107 41302 0 KATHERINE BAKER 161 WORCESTER RD FRAMINGHAM MA 01701 POLICY ANALYST 40.00 83884 42189 0 REBECCA GALLO 161 WORCESTER RD FRAMINGHAM MA 01701 SENIOR PROGRAM OFFIC 35.00 105000 11604 0 0 PRIME BUCHHOLZ & ASSOCIATES 273 CORPORATE DRIVE PORTSMOUTH NH 03801 INVESTMENT CONSULTING 80437 STATE STREET CORPORATION PO BOX 75199 CHICAGO IL 60675 INVESTMENT BANKING 59276 0 1. THE FOUNDATION PROVIDED EXTENSIVE LEADERSHIP, RESEARCH, DATA COLLECTION AND PROGRAM SUPPORT TO IMPROVE HEALTH AND HEALTH CARE SERVICES TO THE 25 COMMUNITIES IN THE METROWEST AREA OF MASSACHUSETTS. 2. THE FOUNDATION AWARDED GRANTS IN EXCESS OF $3.4 MILLION TO IMPROVE THE HEALTH OF THE METROWEST RESIDENTS. THESE GRANTS PROVIDED FUNDING TO NONPROFIT COMMUNITY ORGANIZATIONS AND MUNICIPAL GOVERNMENTS FOR A VARIETY OF PROGRAMS THAT SERVE ELDERS, YOUTH AND SPECIAL POPULATIONS SUCH AS THE HOMELESS AND INDIGENT.3. THE FOUNDATION PROVIDED $224,000 IN SCHOLARSHIPS ENABLING 57 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.5. THE FOUNDATION RESPONDED TO THE COVID-19 PANDEMIC BY PROVIDING SUPPORT TO LOCAL PUBLIC HEALTH ENTITIES AND THROUGH DATA COLLECTION AND DISSEMINATION. 479620 0 42298999 946376 56971736 100217111 7104287 0 100217111 1503257 98713854 4935693 4935693 29209 29209 4906484 0 4906484 0 4906484 3552519 0 4868 3557387 4906484 2600076 0 0 3557387 2600076 0 356165 601146 0 0 0 356165 0 0 0 0 4305338 356165 0 0 MARTIN COHEN PRESIDENT METROWEST HE 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 5088797625 APPLICATIONS MUST FOLLOW A STANDARD REQUEST FOR PROPOSALS THAT INCLUDES A DESCRIPTION OF THE UNMET HEALTH NEED TO BE ADDRESSED, PROGRAM GOALS AND OBJECTIVES, BUDGET, AND BUDGET NARRATIVE. THE FOUNDATION HAS TWO SUBMISSION DEADLINES PER YEAR (SPRING/FALL). AWARDS ARE LIMITED TO PROPOSALS THAT ADDRESS AN UNMET HEALTH NEED IN THE 25-TOWN AREA SERVED BY THE FOUNDATION. ELIGIBLE APPLICANTS ARE EITHER TAX- EXEMPT ORGANIZATIONS 501(C)(3) OR GOVERNMENTAL ENTITIES. SEE THE FOUNDATION'S WEB SITE AT WWW.MWHEALTH.ORG FOR FURTHER INFORMATION. MARTIN COHEN PRESIDENT METROWEST HE 161 WORCESTER ROAD SUITE 202 FRAMINGHAM MA 01701 5088797625 COMPLETED CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND FEDERAL FINANCIAL AID FORM. APPLICATIONS SHOULD BE SUBMITTED TO THE FOUNDATION OFFICE. SCHOLARSHIPS ARE AVAILABLE FOR CERTAIN NURSING, MEDICAL AND CLINICAL PROGRAMS, AND ARE BASED ON FINANCIAL NEED, ACADEMIC PERFORMANCE, AND DEMONSTRATED MOTIVATION AND CHARACTER TO OBTAIN A FORMAL EDUCATION IN A NURSING, MEDICAL OR CLINICAL PROFESSION. SCHOLARSHIPS ARE LIMITED TO RESIDENTS OR EMPLOYEES OF TOWNS IN THE FOUNDATION'S SERVICE AREA. APPLICANTS MUST COMPLETE A CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND SUBMIT ALL REQUIRED ATTACHMENTS TO THE FOUNDATION OFFICE. STUDENTS MUST ALSO COMPLETE A FEDERAL FINANCIAL AID FORM. APPLICATIONS ARE REVIEWED BY THE FOUNDATION'S SCHOLARSHIP COMMITTEE AS THEY ARE RECEIVED AND MAY BE SUBMITTED BETWEEN APRIL 15TH AND MAY 31ST AND OCTOBER 15TH AND NOVEMBER 30TH. SCHOLARSHIPS ARE AWARDED FOR TUITION FEES ONLY UP TO A MAXIMUM OF $4,000. A PLACE TO TURN 99 HARTFORD STREET NATICK MA 01760 PC FOOD PANTRY 25000 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC INCREASE ACCESS TO BEHAVIORAL HEALTHCARE FOR SPANISH SPEAKING INDIVIDUALS AND FAMILIES 25000 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC METROWEST HEALTH INTERNSHIP - STEPHANIE O'NEIL 7500 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC METROWEST HEALTH INTERNSHIP - LUSIANNA CASTILLO 7500 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC METROWEST HEALTH INTERNSHIP - SYDNEY STAUBACH 7500 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC METROWEST CARE CONNECTION 241546 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC METROWEST HEALTH INTERNSHIP - KATE TORPEY 7500 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC METROWEST HEALTH INTERNSHIP - EMERY DURNAN 7500 ADVOCATES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75000 AMAZING THINGS ARTS CENTER INC 160 HOLLIS ST FRAMINGHAM MA 01702 PC VOICES OF THE COMMUNITY 62500 ASHLAND HEALTH DEPARTMENT 101 MAIN STREET ASHLAND MA 01721 PC ASHLAND CHILDHOOD VACCINATION CLINIC 20000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG ST MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 4000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG STREET MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 4000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG ST MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 4000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG ST MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 4000 ASSABET VALLEY REGIONAL TECHNICAL SCHOOL 215 FITCHBURG ST MARLBOROUGH MA 01752 GOV NURSING SCHOLARSHIP 4000 ASSUMPTION UNIVERSITY 500 SALISBURY STREET WORCESTER MA 01609 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 BELLINGHAM PUBLIC SCHOOLS 4 MECHANIC STREET BELLINGHAM MA 02019 PC BPS CHILD AND YOUTH MENTAL HEALTH GRANT 15850 BELLINGHAM SENIOR CENTER & COUNCIL ON AGING 40 BLACKSTONE STREET BELLINGHAM MA 02019 PC METROWEST HEALTH INTERNSHIP - JAMES MAGUIRE 3500 BELLINGHAM SENIOR CENTER & COUNCIL ON AGING 40 BLACKSTONE STREET BELLINGHAM MA 02019 PC METROWEST HEALTH INTERNSHIP - KUSH MEHTA 5400 BETHANY HEALTH CARE CENTER 97 BETHANY ROAD FRAMINGHAM MA 01702 PC INNOVATE APPROACHES IMPROVE RESIDENT CARE 20000 BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 GOV NURSING SCHOLARSHIP 4000 BOSTON COLLEGE 140 COMMONWEALTH AVENUE LYONS HALL ROOM 103 CHESTNUT HILL MA 02467 GOV NURSING SCHOLARSHIP 4000 BOSTON UNIVERSITY 25 BUICK STREET SUITE 130 BOSTON MA 02215 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 BOSTON UNIVERSITY 25 BUICK STREET SUITE 130 BOSTON MA 02215 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 BOYS & GIRLS CLUB OF METROWEST 169 PLEASANT STREET MARLBOROUGH MA 01752 PC SMART GIRLS IN ACTION 45000 BRIDGEWATER STATE UNIVERSITY 131 SUMMER ST BRIDGEWATER MA 02325 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 BUNKER HILL COMMUNITY COLLEGE 250 RUTHERFORD AVE BOSTON MA 02129 GOV NURSING SCHOLARSHIP 4000 CHICA PROJECT 1266 FURNACE BROOK PKWY QUINCY MA 02169 PC STRENGTHENING THE MENTAL HEALTH OF LATINX AND OTHER YOUNG WOMEN OF COLOR IN THE FRAMINGHAM PUBLIC SCHOOLS 20285 COLBY-SAWYER COLLEGE 541 MAIN STREET NEW LONDON NH 03257 GOV NURSING SCHOLARSHIP 4000 COMMUNITY FOUNDATION FOR METROWEST 3 ELIOT STREET NATICK MA 01760 PC RAM FRAMINGHAM CLINIC 5000 COMMUNITY FOUNDATION FOR METROWEST 3 ELIOT STREET NATICK MA 01760 PC NEW IMMIGRANT HEALTH 20000 COUNCIL ON FOUNDATIONS 2121 CRYSTAL DRIVE SUITE 700 ARLINGTON VA 22202 PC MEMBERSHIP DUES 2023 9000 DE NOVO CENTER FOR JUSTICE & HEALING 47 THORNDIKE STREET SB-LL-1 CAMBRIDGE MA 02141 PC LEGAL MENTAL HEALTH TEAM PILOT PROJECT 27789 DOC WAYNE YOUTH SERVICES INC 418 COMMONWEALTH AVENUE BOSTON MA 02215 PC CHALK TALK GROUP THERAPY 25000 DUKE UNIVERSITY SCHOOL OF MEDICINE 40 DUKE MEDICINE CIR DURHAM NC 27710 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 EDUCATION DEVELOPMENT CENTER INC 300 FIFTH AVENUE SUITE 2010 WALTHAM MA 02451 PC PROMOTING GIRLS' DIGITAL WELLNESS 25000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC MILFORD HEALTH CENTER 250000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC BUILDING PIPELINES TO SUPPORT INSURANCE NEEDS IN METROWEST 20000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC BASIC HEALTH NEEDS - ORAL HEALTH 50000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 175000 EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC 115 NORTHEAST CUTOFF BLDG 2 SUITE 200 WORCESTER MA 01606 PC BASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE 150000 EMORY UNIVERSITY SCHOOL OF MEDICINE 300 BOISFEUILLET JONES CENTER 200 DOWMAN DRIVE ATLANTA GA 303221960 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 FAIRFIELD UNIVERSITY MCAULIFFE HALL ROOM 111 1073 NORTH BENSON ROAD FAIRFIELD CT 06824 GOV NURSING SCHOLARSHIP 4000 FAMILY PROMISE METROWEST 6 MULLIGAN STREET NATICK MA 01760 PC COACHING FAMILIES TO SUSTAINABILITY 25000 FAMILY PROMISE METROWEST 6 MULLIGAN STREET NATICK MA 01760 PC LIFE PROGRAM 25000 FRAMINGHAM HEALTH DEPARTMENT 150 CONCORD STREET SUITE 221 FRAMINGHAM MA 01702 PC FATAL OVERDOSE GRIEF OUTREACH 10000 FRAMINGHAM PUBLIC SCHOOLS 19 FLAGG DRIVE FRAMINGHAM MA 01702 PC INCREASING MENTAL BEHAVIORAL HEALTH SUPPORTS FOR STUDENTS 50000 FRAMINGHAM STATE UNIVERSITY 100 STATE STEET FRAMINGHAM MA 01701 GOV NURSING SCHOLARSHIP 4000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 GOV NURSING SCHOLARSHIP 4000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 FRANKLIN FOOD PANTRY 43 WEST CENTRAL STREET PO BOX 116 FRANKLIN MA 02038 PC ORGANIZATIONAL AND STRATEGIC PLANNING 20000 FRANKLIN PIERCE UNIVERSITY 40 UNIVERSITY DR RINDGE NH 03461 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 GENESIS COUNSELING SERVICES INC 24 UNION AVE SUITE 11 FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP - SHANIA BIGLER 7500 GENESIS COUNSELING SERVICES INC 24 UNION AVE SUITE 11 FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP - OLIVIA BLACKMON 7500 GENESIS COUNSELING SERVICES INC 24 UNION AVE SUITE 11 FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP - REBECCA DIMARCO 7500 GENESIS COUNSELING SERVICES INC 24 UNION AVE SUITE 11 FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP - SAYAKA KOGA 7500 GEORGETOWN UNIVERSITY SCHOOL OF MEDICINE 3900 RESERVOIR ROAD NW WASHINGTON DC 20007 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 GRANT MAKERS IN HEALTH 1100 CONNECTICUT AVE NWSUITE 1200 WASHINGTON DC 20036 PC MEMBERSHIP DUES 8725 HARVARD MEDICAL SCHOOL 25 SHATTUCK STREET A211 BOSTON MA 02115 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC METROWEST COVID-19 VACCINATION ENGAGEMENT PROGRAM 30000 HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 25000 HOCKOMOCK AREA YMCA - BERNON FAMILY BRANCH 45 FORGE HILL ROAD FRANKLIN MA 02038 PC MENTAL HEALTH FIRST AID 20000 HOLLISTON COUNCIL ON AGING 150 GOULDING ST HOLLISTON MA 01746 PC HOLLISTON'S 55+ COMMUNITY SURVEY 12500 HOLLISTON PUBLIC SCHOOLS 370 HOLLIS STREET HOLLISTON MA 01746 PC ESTABLISHING A DATA DRIVEN SEL / MH APPROACH 12500 HOLLISTON YOUTH & FAMILY SERVICES 1750 WASHINGTON STREET HOLLISTON MA 01746 PC METROWEST HEALTH INTERNSHIP - KATIE LITTLE 2500 HOLLISTON YOUTH & FAMILY SERVICES 1750 WASHINGTON STREET HOLLISTON MA 01746 PC METROWEST HEALTH INTERNSHIP - OLIVIA COLOMBO 2500 HOPEDALE PUBLIC SCHOOLS 25 ADIN STREET HOPEDALE MA 01747 PC MULTI TIERED SYSTEM OF SUPPORT COUNSELING PROGRAM 48934 HUDSON HEALTH DEPARTMENT 78 MAIN STREET HUDSON MA 01749 PC METROWEST FOOD COLLABORATIVE 15000 HUMAN RELATIONS SERVICE INC 11 CHAPEL PLACE WELLESLEY MA 02481 PC METROWEST HEALTH INTERNSHIP - KATHERINE GREENBERG 7500 HUMAN RELATIONS SERVICE INC 11 CHAPEL PLACE WELLESLEY MA 02481 PC METROWEST HEALTH INTERNSHIP - IVETA STANTCHEVA 7500 HUMAN RELATIONS SERVICE INC 11 CHAPEL PLACE WELLESLEY MA 02481 PC METROWEST HEALTH INTERNSHIP - ROBERT GREENBERG 7500 HUMAN RELATIONS SERVICE INC 11 CHAPEL PLACE WELLESLEY MA 02481 PC ELECTRONIC HEALTH RECORD SYSTEM AT THE HUMAN RELATIONS SERVICE 25000 HUMAN RELATIONS SERVICE INC 11 CHAPEL PLACE WELLESLEY MA 02481 PC METROWEST HEALTH INTERNSHIP - LAINIE FERGUSON 7500 HUMAN RELATIONS SERVICE INC 11 CHAPEL PLACE WELLESLEY MA 02481 PC METROWEST HEALTH INTERNSHIP - LILY WALSH 7500 JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC 281 PLEASANT STREET FRAMINGHAM MA 01701 PC METROWEST HEALTH INTERNSHIP - FERNANDA MENDEZ 5000 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC BI-LINGUAL CASEWORKER FOR FPS WELCOME CENTER RESOURCE ROOM 10000 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC AFGHAN EVACUEE RESETTLEMENT PROJECT 10000 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC CENTRAL/INTEGRATED DATA COLLECTION, STORAGE & ANALYTICS 12495 JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 PC FRAMINGHAM OLDER ADULT HOMESHARE PILOT 12500 LATINO HEALTH INSURANCE PROGRAM INC 88 WAVERLY STREET SUITE 150 1ST FLOOR FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 100000 LEARNING CENTER FOR THE DEAF 848 CENTRAL STREET FRAMINGHAM MA 01701 PC METROWEST HEALTH INTERNSHIP - ZACH DUMAY 7500 LEARNING CENTER FOR THE DEAF 848 CENTRAL STREET FRAMINGHAM MA 01701 PC METROWEST HEALTH INTERNSHIP - JENNY LECA 7500 LOVIN' SPOONFULS INC 189 WELLS AVE SUITE 100 NEWTON MA 02459 PC BASIC HEALTH NEEDS - SUPPORT SERVICES 50000 LOYOLA UNIVERSITY OF CHICAGO 6339 N SHERIDAN ROAD CHICAGO IL 60660 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 MASS COLLEGE OF PHARMACY & HEALTH SCIENCES 25 FOSTER STREET WORCESTER MA 01608 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 MASS GENERAL INSTITUTE OF HEALTH PROFESSIONS 36 1ST AVENUE BOSTON MA 02129 GOV NURSING SCHOLARSHIP 4000 MASSACHUSETTS BAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 PC BEHAVIORAL HEALTH WORKFORCE CURRICULUM 4840 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV NURSING SCHOLARSHIP 4000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY MA 02481 GOV NURSING SCHOLARSHIP 4000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV NURSING SCHOLARSHIP 4000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV NURSING SCHOLARSHIP 4000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV NURSING SCHOLARSHIP 4000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV NURSING SCHOLARSHIP 4000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND STREET WELLESLEY HILLS MA 02481 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 MASSBAY COMMUNITY COLLEGE 50 OAKLAND ST WELLESLEY MA 02481 GOV NURSING SCHOLARSHIP 4000 MEDWAY PUBLIC SCHOOLS 45 HOLLISTON STREET MEDWAY MA 02053 PC MENTAL HEALTH ONLINE LEARNING MODULE 18631 METRO COMMUNITY DEVELOPMENT CORPORATION 40 MECHANIC ST SUITE 300 MARLBOROUGH MA 01752 PC MCDC HIRES MSW-TRAINED STAFF 10000 METROWEST FREE MEDICAL PROGRAM 246 MAPLE STREET SUITE 1 MARLBOROUGH MA 01752 PC EQUIPPING NEW SPACE FOR PATIENTS 14200 METROWEST FREE MEDICAL PROGRAM 246 MAPLE STREET SUITE 1 MARLBOROUGH MA 01752 PC BASIC HEALTH NEEDS - PRIMARY CARE 50000 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC PHE MASSHEALTH REDETERMINATION PROJECT 50000 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC AFGHAN REFUGEE LEGAL ASSISTANCE 12500 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - SUPPORT SERVICES 75000 METROWEST LEGAL SERVICES 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 PC HOUSING STABILITY PROJECT 12500 METROWEST MEDIATION SERVICES 220 NORTH MAIN ST SUITE 106 NATICK MA 01760 PC HOUSING MEDIATION PROGRAM 25000 METROWEST NONPROFIT NETWORK INC PO BOX 1661 FRAMINGHAM MA 01701 PC VOICES OF THE COMMUNITY (VTC) 117358 METROWEST WORKER CENTER 116 CONCORD STREET SUITE 11 FRAMINGHAM MA 01702 PC STRIVING FOR EQUITY: A COMMUNITY HEALTH WORKER MODEL 29413 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 PC TACKLING TEEN RESILIENCY 50000 MILFORD PUBLIC SCHOOLS 31 W FOUNTAIN STREET MILFORD MA 01757 PC WEAVE PROGRAM 19300 MILFORD PUBLIC SCHOOLS 31 W FOUNTAIN STREET MILFORD MA 01757 PC MILFORD PUBLIC SCHOOLS TRIANGLE OF SUPPORT: CONNECTING THE SCHOOL, HOME, AND COMMUNITY 10000 NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 PC NSC FOOD PANTRY MANAGER POSITION 7500 NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 PC TO SUPPORT THE FOOD PANTRY. 25000 NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 PC STABILITY: CAREER DEVELOPMENT & CASE MANAGEMENT 12500 NATICK SERVICE COUNCIL INC 2 WEBSTER STREET NATICK MA 01760 PC NSC IWAVE WEALTH SEARCH ENGINE 4750 NEEDHAM COMMUNITY COUNCIL 570 HILLSIDE AVE NEEDHAM MA 02494 PC TRANSPORTATION OF LAST RESORT 10000 NEEDHAM HEALTH AND HUMAN SERVICES DEPARTMENT 178 ROSEMARY STREET NEEDHAM MA 02494 PC A REQUEST FOR INCREASED FUNDING FOR CLINICAL SUPERVISION 4000 NEEDHAM PUBLIC SCHOOLS 1330 HIGHLAND AVENUE NEEDHAM MA 02492 PC POLLARD MIDDLE SCHOOL WELLNESS INITIATIVE 5000 NEEDHAM YOUTH & FAMILY SERVICES DIVISION 1471 HIGHLAND AVENUE NEEDHAM MA 02492 PC METROWEST HEALTH INTERNSHIP - GRACE BURNHAM 7500 NORFOLK PUBLIC SCHOOLS 70 BOARDMAN STREET NORFOLK MA 02056 PC STRENGTHENING GIRLS' MENTAL HEALTH 15000 NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS 53 PARKERVILLE ROAD SOUTHBOROUGH MA 01772 PC EXPANDING SOCIAL EMOTIONAL LEARNING PROGRAMS IN THE NORTHBOROUGH AND SOUTHBOROUGH SCHOOLS 8000 NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS 53 PARKERVILLE ROAD SOUTHBOROUGH MA 01772 PC IN-PERSON LICENSED CLINICIAN HOURS FOR NORTHBOROUGH PUBLIC SCHOOLS 50000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 OPEN TABLE INC PO BOX 42 CONCORD MA 01742 PC HUDSON MOBILE PROGRAMS 7000 PALM BEACH ATLANTIC UNIVERSITY PO BOX 24708 WEST PALM BEACH FL 334014708 GOV NURSING SCHOLARSHIP 4000 PROJECT JUST BECAUSE 77 SOUTH STREET HOPKINTON MA 01748 PC NUTRITION AWARENESS PROGRAM FOR METROWEST CHILDREN. 14653 QUINSIGAMOND COLLEGE 670 W BOYLSTON ST WORCESTER MA 01606 GOV NURSING SCHOLARSHIP 4000 REGIS COLLEGE 235 WELLESLEY STREET WESTON MA 02493 GOV NURSING SCHOLARSHIP 4000 REGIS COLLEGE 235 WELLESLEY STREET WESTON MA 02493 GOV NURSING SCHOLARSHIP 4000 REGIS COLLEGE 235 WELLESLEY STREET WESTON MA 02493 GOV NURSING SCHOLARSHIP 4000 REGIS COLLEGE 235 WELLESLEY STREET WESTON MA 02493 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 REGIS COLLEGE 235 WELLESLEY STREET WESTON MA 02493 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 RIA INC 330 COCHITUATE ROAD 1784 FRAMINGHAM MA 01701 PC STRENGTHENING BEHAVIORAL HEALTH SERVICES FOR SURVIVORS AND TRAINING FOR CLINICAL STUDENTS 7500 RIA INC 330 COCHITUATE ROAD 1784 FRAMINGHAM MA 01701 PC SURVIVOR-DIRECTED HOUSING 13670 RIVERSIDE COMMUNITY CARE 270 BRIDGE STREET SUITE 301 DEDHAM MA 02026 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 50000 SACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFIELD CT 06825 GOV NURSING SCHOLARSHIP 2000 SAINT ANSELM COLLEGE 100 ST ANSELM DR GOFFSTOWN NH 03102 GOV NURSING SCHOLARSHIP 4000 SAINT ANSELM COLLEGE 100 ST ANSELM DRIVE GOFFSTOWN NH 03102 GOV NURSING SCHOLARSHIP 4000 SALEM STATE UNIVERSITY 352 LAFAYETTE STREET SALEM MA 01970 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 SIMMONS COLLEGE 300 THE FENWAY BOSTON MA 02115 GOV NURSING SCHOLARSHIP 4000 SIMMONS COLLEGE 300 THE FENWAY BOSTON MA 02115 GOV NURSING SCHOLARSHIP 4000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP PROGRAM - LAURA ERICKSON 7500 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP PROGRAM - ERIC ASHMORE 7500 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP PROGRAM - ROBYN WESTERVELT 7500 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC BASIC HEALTH NEEDS - HOMELESSNESS 75000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC SMOC WEBSITE ACCESSIBILITY REDESIGN 25000 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP PROGRAM - ALLISON GERMANO 7500 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC METROWEST HEALTH INTERNSHIP PROGRAM - MOIRA FREEMAN 7500 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC SMOC DAY CENTER 24992 SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC 7 BISHOP STREET FRAMINGHAM MA 01702 PC CLIENT DATA SYSTEMS CONSOLIDATION INITIATIVE 10000 SPARK KINDNESS INC PO BOX 823 NATICK MA 01760 PC BUILDING SPARKS ORGANIZATIONAL CAPACITY WHILE FOSTERING CONNECTION + POSITIVE HEALTH OUTCOMES 24990 SPARK KINDNESS INC PO BOX 823 NATICK MA 01760 PC COMMUNITY APPROACH TO ADDRESSING IDENTITY BASED BULLYING 13011 SPRINGFIELD COLLEGE 263 ALDEN ST SPRINGFIELD MA 01109 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 SPRINGFIELD COLLEGE 263 ALDEN STREET SPRINGFIELD MA 01109 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 TOWN OF FRANKLIN FRANKLIN COMMUNITY CENTER355 EAST CENTRAL STREET FRANKLIN MA 02038 PC PROJECT LOCKER 10000 TOWN OF NATICK 13 EAST CENTRAL STREET NATICK MA 01760 PC ALL ABOARD 20000 TOWN OF NATICK 13 EAST CENTRAL STREET NATICK MA 01760 PC CARDIAC SCREENING FOR PUBLIC SAFETY 64500 TRI-VALLEY INC 10 MILL STREET DUDLEY MA 01571 PC CLINICAL CARE COORDINATOR 12500 TUFTS UNIVERSITY 136 HARRISON AVENUE BOSTON MA 02111 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 UNIVERSITY OF DELAWARE 116 STUDENT SERVICES BUILDING NEWARK DE 19716 GOV NURSING SCHOLARSHIP 4000 UNIVERSITY OF MASSACHUSETTS 100 WILLIAM T MORRISSEY BLVD BOSTON MA 021253393 GOV NURSING SCHOLARSHIP 4000 UNIVERSITY OF RHODE ISLAND 45 UPPER COLLEGE RD KINGSTON RI 02881 GOV NURSING SCHOLARSHIP 4000 UNIVERSITY OF RHODE ISLAND 6 RHODY RAM WAY KINGSTON RI 02881 GOV NURSING SCHOLARSHIP 2000 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75000 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC EDUCATING GRANT RECIPIENTS AROUND DIVERSITY, EQUITY, AND INCLUSION TO BETTER ADDRESS HEALTH EQUITY ISSUES 10974 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC RACIAL TRAUMA TRAINING AND ARC MODEL IMPLEMENTATION AT WAYSIDE 25000 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC A 4-PART MINI-COHORT APPROACH FOR EQUITY TRAINING 13992 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PC REDUCING HOMELESSNESS AMONG LATINX YOUTH AND YOUNG ADULTS 25000 WESTBOROUGH PUBLIC SCHOOLS 45 WEST MAIN STREET WESTBOROUGH MA 01581 PC UNIVERSAL SCREENING AT WESTBOROUGH HIGH SCHOOL 28750 WILLIAM JAMES COLLEGE ONE WELLS AVENUE NEWTON MA 02459 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 WILLIAM JAMES COLLEGE ONE WELLS AVENUE NEWTON MA 02459 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 WILLIAM JAMES COLLEGE 1 WELLS AVENUE NEWTON MA 02459 GOV MEDICAL/CLINICAL SCHOLARSHIP 4000 WOMEN MAKE MOVIES 115 WEST 29TH STREET SUITE 1200 NEW YORK NY 10001 PC RECOVERY CITY DOCUMENTARY 6000 3510548 0 14 2087133 18 894450 0 2981583 0 2981583 0 0 0 0 0 0 0 0 0 0 X X 1 BOSTON FOUNDATIONPFAFF FUND 75 ARLINGTON STREET BOSTON MA 02116 35456 X 2 BNY MELLON BANKCHICKERING FUND 201 WASHINGTON STREET BOSTON MA 02108 330076 X 3 US TRUSTCLARK FOUNDATION 100 WESTMINSTER STREET PROVIDENCE RI 02903 15672 X 4 US TRUSTSARAH E WHITE TRUST 100 WESTMINSTER STREET PROVIDENCE RI 02903 10417 X 5 ESTATE OF DOROTHY PHILLIPS 439 WORCESTER ROAD FRAMINGHAM MA 01701 26040 X ACCOUNTING 41500 0 0 41500 FIXED ASSETS 150533 143234 SL 0.000000000000 0 0 0 METROWEST RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS AND DISTRIBUTED AN AMOUNT EQUAL IN VALUE TO THE CONTRIBUTIONS RECEIVED. AS SUCH METROWEST IS ELECTING TO DISTRIBUTE THE QUALIFYING DISTRIBUTIONS OUT OF CORPUS PURSUANT TO REGULATION 53.4942(A)-3(D)(2).THE TRUST DISTRIBUTIONS INCLUDE THE FOLLOWING:1. CHICKERING TRUST C/O MELLON BANK- $330,0762. CLARK TRUST C/O BANK OF AMERICA- $15,6723. SARAH WHITE TRUST C/O BANK OF AMERICA- $10,417 GLOBAL EQUITIES - EQUITIES 22658074 22658074 US EQUITIES - EQUITIES 26961742 26961742 4829548 4829548 0 0 CREDIT OBLIGATION - FIXED INCOME FMV 7496426 7496426 BOND FUNDS - FIXED INCOME FMV 3360288 3360288 HEDGE FUNDS - ALTERNATIVE INVESTMENTS FMV 24011117 24011117 REAL ESTATE FUND - ALTERNATIVE INVESTMENTS FMV 9545393 9545393 FIXED ASSETS 150533 143234 7299 LEGAL 537 0 0 537 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 6732924 7104287 7104287 RIGHT-OF-USE ASSET - OPERATING 504523 504523 WEB & COMPUTER SUPPORT 67674 0 0 67674 INSURANCE 9317 0 0 9317 EQUIPMENT RENTAL 7313 0 0 7313 OFFICE SUPPLIES AND SUPPORT 87431 0 0 87431 UNREALIZED GAIN ON INVESTMENTS 10023755 GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 371363 CHANGE IN DEFERRED EXCISE TAXES 139330 DEFERRED EXCISE TAXES 281619 420949 FUNDS HELD FOR OTHERS 1665751 1401406 OPERATING LEASE LIABILITY 0 522052 PROFESSIONAL FEES 160048 80437 0 79611 INVESTMENT FEES 688849 688849 0 0 THE VALUE OF THE ASSET BEFORE THE REDUCTION CLAIMED ABOVE AS OF SEPTEMBER 30, 2023 WAS $7,104,287. 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). EXCISE TAX EXPENSE 309411 0 0 0