Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 10-01-2018 , and ending 09-30-2019
Name of foundation
METROWEST HEALTH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)161 WORCESTER ROAD SUITE 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FRAMINGHAM, MA01701
A Employer identification number

04-2121342
B Telephone number (see instructions)

(508) 879-7625
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$103,769,843J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 340,765
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,581,228 2,581,228  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,788,678
b Gross sales price for all assets on line 6a 22,268,756
7 Capital gain net income (from Part IV, line 2)... 2,788,678
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,710,671 5,369,906 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 264,087 43,944 0 220,143
14 Other employee salaries and wages...... 364,195 0 0 364,195
15 Pension plans, employee benefits....... 189,076 18,215 0 170,861
16a Legal fees (attach schedule)......... Click to see attachment 567 0 0 567
b Accounting fees (attach schedule)....... Click to see attachment 35,000 0 0 35,000
c Other professional fees (attach schedule).... Click to see attachment 196,606 79,921 0 116,685
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 47,472 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 11,609 0 0
20 Occupancy.............. 132,751 9,242 0 123,509
21 Travel, conferences, and meetings....... 63,217 1,761 0 61,456
22 Printing and publications.......... 23,944 0 0 23,944
23 Other expenses (attach schedule)....... Click to see attachment 568,845 469,649 0 99,196
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,897,369 622,732 0 1,215,556
25 Contributions, gifts, grants paid....... 2,517,665 3,443,643
26 Total expenses and disbursements. Add lines 24 and 25 4,415,034 622,732 0 4,659,199
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,295,637
b Net investment income (if negative, enter -0-) 4,747,174
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 66,488 116,992 116,992
2 Savings and temporary cash investments......... 1,963,851 1,948,218 1,948,218
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 46,809 147,164 147,164
10a Investments—U.S. and state government obligations (attach schedule) 820,929 Click to see attachment7,391,293 7,391,293
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 97,727,840 Click to see attachment86,808,207 86,808,207
14 Land, buildings, and equipment: basis bullet142,923
Less: accumulated depreciation (attach schedule) bullet129,331 24,126 Click to see attachment13,592 13,592
15 Other assets (describe bullet) Click to see attachment7,559,704 Click to see attachment7,344,377 Click to see attachment7,344,377
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 108,209,747 103,769,843 103,769,843
Liabilities 17 Accounts payable and accrued expenses.......... 216,113 202,975
18 Grants payable................. 3,728,104 2,802,127
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,632,439 Click to see attachment2,029,208
23 Total liabilities (add lines 17 through 22)......... 5,576,656 5,034,310
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 85,027,983 81,556,016
25 Temporarily restricted............... 10,045,404 9,835,140
26 Permanently restricted............... 7,559,704 7,344,377
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 102,633,091 98,735,533
31 Total liabilities and net assets/fund balances (see instructions). 108,209,747 103,769,843
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
102,633,091
2
Enter amount from Part I, line 27a .....................
2
1,295,637
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
104,302
4
Add lines 1, 2, and 3 ..........................
4
104,033,030
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,297,497
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
98,735,533
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED P    
b ALTERNATE FUNDS P 2018-04-01 2019-04-01
c ALTERNATE FUNDS P 2018-01-02 2019-01-02
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,420,047   16,638,730 781,317
b 1,333,494   841,348 492,146
c 3,515,215   2,000,000 1,515,215
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       781,317
b       492,146
c       1,515,215
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,788,678
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 4,635,455 99,872,308 0.046414
2016 4,342,875 92,192,608 0.047107
2015 4,945,243 88,968,114 0.055584
2014 3,374,870 94,080,684 0.035872
2013 4,282,891 95,817,606 0.044698
2
Total of line 1, column (d) .....................
2
0.229675
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.045935
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
96,747,664
5
Multiply line 4 by line 3......................
5
4,444,104
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
47,472
7
Add lines 5 and 6........................
7
4,491,576
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,660,274
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 47,472
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 47,472
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 47,472
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 135,297
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 135,297
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 87,825
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet87,825 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MWHEALTH.ORG
    14
    The books are in care ofbulletMARTIN COHEN PRESIDENT CEO Telephone no.bullet (508) 879-7625

    Located atbullet161 WORCESTER ROADFRAMINGHAMMA ZIP+4bullet01701
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANNE MARIE BOURSIQUOT KING CHAIR
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    LINO COVARRUBIAS TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    JOHN CORRON TREASURER
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    ANNA CAROLLO CROSS CLERK
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    ALAN GELLER TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    SIMONE GILL TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    CAROL GLOFF TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    WILLIAM GRAHAM VICE CHAIR
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    KATHLEEN HERRMAN TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    WILLIAM IBERG TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    JOHN KRIKORIAN TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    COLEEN TORONTO TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    MARTIN COHEN PRESIDENT
    40.00     		264,087 56,895 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    REBECCA DONHAM SENIOR PROGRAM OFFIC
    36.00     		110,292 41,279 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    CATHY GLOVER GRANTS MANAGEMENT DI
    40.00     		106,547 35,328 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    REBECCA GALLO SENIOR PROGRAM OFFIC
    36.00     		88,257 9,934 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    KATHERINE BAKER POLICY ANALYST
    40.00     		49,400 7,680 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PRIME BUCHHOLZ & ASSOCIATES INVESTMENT CONSULTING 79,921
    273 CORPORATE DRIVE
    PORTSMOUTH,NH03801
    PRESIDENT & FELLOWS OF HARVARD COLLEGE TRAINING & TECHNICAL ASSISTANCE 60,000
    MASSACHUSETTS HALL
    CAMBRIDGE,MA02138
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 1. THE FOUNDATION PROVIDED EXTENSIVE LEADERSHIP, RESEARCH, DATA COLLECTION AND PROGRAM SUPPORT TO IMPROVE HEALTH AND HEALTH CARE SERVICES TO THE TWENTY-FIVE COMMUNITIES IN THE METROWEST AREA OF MASSACHUSETTS. 2. THE FOUNDATION AWARDED 45 NEW GRANTS 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 $79,000 IN SCHOLARSHIPS ENABLING 44 RESIDENTS TO PURSUE DEGREE PROGRAMS IN NURSING, MEDICINE AND ALLIED HEALTH PROFESSIONS. 4. THE FOUNDATION SPONSORED THE METROWEST HEALTH LEADERSHIP PROGRAM, OFFERING LEADERSHIP TRAINING TO 10 INDIVIDUALS FROM HEALTH AND HUMAN SERVICES AGENCIES WITHIN OUR SERVICE AREA. 5. THE FOUNDATION SUPPORTED A VARIETY OF TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES TO IMPROVE HEALTH AND WELLNESS IN THE REGION. 344,403
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    45,979,041
    b
    Average of monthly cash balances.......................
    1b
    688,162
    c
    Fair market value of all other assets (see instructions)................
    1c
    51,553,776
    d
    Total (add lines 1a, b, and c).........................
    1d
    98,220,979
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    7,344,377
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    98,220,979
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,473,315
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    96,747,664
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,837,383
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,837,383
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    47,472
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    47,472
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,789,911
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,789,911
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,789,911
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    4,659,199
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    1,075
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,660,274
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    47,472
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,612,802
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 4,789,911
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 2,426,691
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,660,274
    a Applied to 2017, but not more than line 2a 2,426,691
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment286,548
    d Applied to 2018 distributable amount..... 1,947,035
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 286,548
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		2,842,876
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		286,548
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARTIN COHEN PRESIDENT METROWEST HE
    161 WORCESTER ROAD SUITE 202
    FRAMINGHAM,MA01701
    (508) 879-7625
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    THE FOUNDATION HAS TWO SUBMISSION DEADLINES PER YEAR (SPRING/FALL).
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARTIN COHEN PRESIDENT METROWEST HE
    161 WORCESTER ROAD SUITE 202
    FRAMINGHAM,MA01701
    (508) 879-7625
    bThe form in which applications should be submitted and information and materials they should include:
    COMPLETED CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND FEDERAL FINANCIAL AID FORM.
    cAny submission deadlines:
    APPLICATIONS SHOULD BE SUBMITTED TO THE FOUNDATION OFFICE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIPS ARE AVAILABLE FOR CERTAIN NURSING, MEDICAL AND CLINICAL PROGRAMS, AND ARE BASED ON FINANCIAL NEED, ACADEMIC PERFORMANCE, AND DEMONSTRATED MOTIVATION AND CHARACTER TO OBTAIN A FORMAL EDUCATION IN A NURSING, MEDICAL OR CLINICAL PROFESSION. SCHOLARSHIPS ARE LIMITED TO RESIDENTS OR EMPLOYEES OF TOWNS IN THE FOUNDATION'S SERVICE AREA. APPLICANTS MUST COMPLETE A CONFIDENTIAL SCHOLARSHIP APPLICATION FORM AND SUBMIT ALL REQUIRED ATTACHMENTS TO THE FOUNDATION OFFICE. STUDENTS MUST ALSO COMPLETE A FEDERAL FINANCIAL AID FORM. APPLICATIONS ARE REVIEWED BY THE FOUNDATION'S SCHOLARSHIP COMMITTEE AS THEY ARE RECEIVED AND MAY BE SUBMITTED BETWEEN APRIL 15TH AND MAY 31ST AND OCTOBER 15TH AND NOVEMBER 30TH. SCHOLARSHIPS ARE AWARDED FOR TUITION FEES ONLY UP TO A MAXIMUM OF $2,000.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75,000
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC PSYCHIATRIC ACCESS PROJECT 55,016
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC IDENTIFYING, DEVELOPING AND ADDRESSING BARRIERS TO BEHAVIORAL HEALTHCARE FOR THE BRAZILIAN POPULATION IN FRAMINGHAM 140,000
    ASSOCIATED GRANT MAKERS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		  PC MASSACHUSETTS CENSUS EQUITY FUND 50,000
    BAYPATH ELDER SERVICES INC
    33 BOSTON POST ROAD WEST STE 510
    MARLBOROUGH,MA017521853     		  PC LGBT ELDER INITIATIVE 17,953
    BAYPATH ELDER SERVICES INC
    33 BOSTON POST ROAD WEST STE 510
    MARLBOROUGH,MA017521853     		  PC LGBTQ+ INITIATIVE 17,368
    BELLINGHAM PUBLIC SCHOOLS
    4 MECHANIC STREET
    BELLINGHAM,MA02019     		  PC SEL: ENHANCING STUDENTS' CAPACITY FOR SUCCESSFUL ENGAGEMENT 32,500
    BRAZILIAN AMERICAN CENTER BRACE
    560 WAVERLY STREET
    FRAMINGHAM,MA01702     		  PC ENHANCING THE MENTAL HEALTH OF LATIN AMERICAN ADOLESCENTS AND THEIR FAMILIES IN FRAMINGHAM, CONTINUATION PROJECT 2019 15,458
    CITY OF FRAMINGHAM - BOARD OF HEALTH
    150 CONCORD STREET
    FRAMINGHAM,MA01702     		  PC ADOPTING A HEALTH EQUITY FRAMEWORK AT THE MUNICIPAL LEVEL 10,750
    CITY OF FRAMINGHAM - BOARD OF HEALTH
    150 CONCORD STREET
    FRAMINGHAM,MA01702     		  PC SOUTH FRAMINGHAM INITIATIVE 83,250
    CITY OF FRAMINGHAM - BOARD OF HEALTH
    150 CONCORD STREET
    FRAMINGHAM,MA01702     		  PC REGIONAL NALOXONE DISTRIBUTION PROGRAM 11,450
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202     		  PC EFFECTIVE PHILANTHROPY 13,100
    DANIEL'S TABLE
    10 PEARL STREET
    FRAMINGHAM,MA01702     		  PC COOKING UP A STORM 19,992
    DANIEL'S TABLE
    10 PEARL STREET
    FRAMINGHAM,MA01702     		  PC BUILDING CAPACITY TO DELIVER FOOD SECURITY 19,500
    DANIEL'S TABLE
    10 PEARL STREET
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS 25,000
    DOVER-SHERBORN REGIONAL SCHOOLS
    157 FARM STREET
    DOVER,MA02030     		  PC DOVER-SHERBORN HIGH SCHOOL TRANSITION PROGRAM 41,500
    EDUCATION DEVELOPMENT CENTER INC
    43 FOUNDRY AVENUE
    WALTHAM,MA024538313     		  PC 2018 METROWEST ADOLESCENT HEALTH SURVEY 198,086
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    650 LINCOLN STREET
    WORCESTER,MA01605     		  PC CLINICAL CARE MANAGEMENT IN HIGH RISK PATIENTS 62,500
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    650 LINCOLN STREET
    WORCESTER,MA01605     		  PC BASIC HEALTH NEEDS - METROWEST MEDS PRESCRIPTION ASSISTANCE 150,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    650 LINCOLN STREET
    WORCESTER,MA01605     		  PC BASIC HEALTH NEEDS - ORAL HEALTH CARE 50,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    650 LINCOLN STREET
    WORCESTER,MA01605     		  PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 175,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    650 LINCOLN STREET
    WORCESTER,MA01605     		  PC REFERRAL MANAGEMENT PROJECT 20,000
    TOWN OF FRAMINGHAM - BOARD OF HEALTH
    150 CONCORD STREET SUITE 221
    FRAMINGHAM,MA01702     		  PC AGE AND DEMENTIA FRIENDLY FRAMINGHAM 9,620
    FRAMINGHAM HOUSING AUTHORITY
    1 JOHN J BRADY DR
    FRAMINGHAM,MA01702     		  PC ELDERLY AND DISABLED PUBLIC HOUSING AIR CONDITIONING UNITS 19,944
    FRAMINGHAM POLICE DEPARTMENT
    1 WILLIAM WELCH WAY
    FRAMINGHAM,MA01702     		  PC GUN BUY-BACK PROGRAM 10,000
    FRAMINGHAM PUBLIC SCHOOLS
    73 MT WAYTE AVE SUITE 5
    FRAMINGHAM,MA01702     		  PC EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT 32,500
    FRANKLIN COUNCIL ON AGING
    10 DANIEL MCCAHILL STREET
    FRANKLIN,MA02038     		  PC MAKING FRANKLIN A DEMENTIA FRIENDLY COMMUNITY 5,856
    FRANKLIN COUNCIL ON AGING
    10 DANIEL MCCAHILL STREET
    FRANKLIN,MA02038     		  PC DEMENTIA FRIENDLY FRANKLIN 9,798
    FRANKLIN FOOD PANTRY
    43 WEST CENTRAL STREET PO BOX 116
    FRANKLIN,MA02038     		  PC TRAUMA INFORMED CARE AND CRISIS TRAINING 2,150
    GRANT MAKERS IN HEALTH
    1100 CONNECTICUT AVE NW SUITE 1200
    WASHINGTON,DC20036     		  PC EFFECTIVE PHILANTHROPY 8,075
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1310 L STREET NW SUITE 650
    WASHINGTON,DC20005     		  PC EFFECTIVE PHILANTHROPY 2,090
    HEALTH CARE FOR ALL
    ONE FEDERAL STREET
    BOSTON,MA02110     		  PC IMMIGRANT HEALTH ACCESS PROJECT 13,250
    HEALTH CARE FOR ALL
    ONE FEDERAL STREET
    BOSTON,MA02110     		  PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 25,000
    HEALTH CARE FOR ALL
    ONE FEDERAL STREET
    BOSTON,MA02110     		  PC IMMIGRANT HEALTH ACCESS PROJECT 7,785
    HEALTH LAW ADVOCATES INC
    ONE FEDERAL STREET
    BOSTON,MA02110     		  PC LEGAL AID EMERGENCY RESPONSE TO NEW PUBLIC CHARGE RULE 20,000
    HESSCO ELDER SERVICES
    ONE MERCHANT STREET
    SHARON,MA02067     		  PC BETTER NUTRITION, BETTER HEALTH 20,000
    HESSCO ELDER SERVICES
    ONE MERCHANT STREET
    SHARON,MA02067     		  PC LGBT ELDER SOCIAL MEAL PROGRAM 10,293
    HOME CARE AIDE FOUNDATION
    46 FARWELL STREET
    NEWTON,MA02460     		  PC ENGAGEMENT THROUGH HOME CARE: ADDRESSING ISOLATION AMONG MASSACHUSETTS' MOST VULNERABLE 20,000
    HOPEDALE PUBLIC SCHOOLS
    25 ADIN STREET
    HOPEDALE,MA01747     		  PC TRANSITION SUPPORT PROGRAM 72,500
    HOPKINTON PUBLIC SCHOOLS
    89 HAYDEN ROWE STREET
    HOPKINTON,MA01748     		  PC HOPKINTON MIDDLE SCHOOL START 36,562
    HUDSON BOARD OF HEALTH
    78 MAIN STREET
    HUDSON,MA01749     		  PC BUILDING COMMUNITY CAPACITY IN DEVELOPMENTAL ASSETS THROUGH TRAINING 10,000
    HUDSON COUNCIL ON AGING
    29 CHURCH STREET
    HUDSON,MA01749     		  PC DAYBREAK 25,000
    HUDSON PUBLIC SCHOOLS
    155 APSLEY STREET
    HUDSON,MA01749     		  PC PATHWAYS TO ACADEMIC AND THERAPEUTIC HELP (PATH) 35,737
    HUDSON PUBLIC SCHOOLS
    155 APSLEY STREET
    HUDSON,MA01749     		  PC HUDSON HIGH SCHOOL THERAPEUTIC ACADEMIC SUPPORT PROGRAM (T.A.S.) 8,200
    JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
    34 DELOSS STREET SECOND FLOOR
    FRAMINGHAM,MA01702     		  PC PARENTING WHILE GRIEVING WORKSHOPS 9,000
    LATINO HEALTH INSURANCE PROGRAM INC
    88 WAVERLY STREET SUITE 150 1ST
    FLOOR
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - SUPPORT SERVICES INSURANCE ENROLLMENT 50,000
    LEARNING CENTER FOR THE DEAF
    848 CENTRAL STREET
    FRAMINGHAM,MA01701     		  PC WALDEN COMMUNITY SERVICES ELECTRONIC MEDICAL RECORD 20,000
    LEARNING CENTER FOR THE DEAF
    848 CENTRAL STREET
    FRAMINGHAM,MA01701     		  PC THE LEARNING CENTER FOR THE DEAF / WALDEN COMMUNITY SERVICES - OUTPATIENT MENTAL HEALTH CLINIC FOR DEAF CHILDREN AND FAMILIES 10,000
    LOVIN' SPOONFULS INC
    1304 COMMONWEALTH AVE SUITE E
    BOSTON,MA02134     		  PC BASIC HEALTH NEEDS - FOOD INSECURITY 50,000
    MARLBOROUGH PUBLIC SCHOOLS
    DISTRICT EDUCATION CENTER 17
    WASHINGTON ST
    MARLBOROUGH,MA017522225     		  PC MHS TRANSITIONS PROGRAM 51,758
    MASSACHUSETTS ASSOCIATION FOR THE BLIND
    200 IVY STREET
    BROOKLINE,MA02446     		  PC METROWEST ADJUSTMENT COUNSELING EXPANSION INITIATIVE FOR SENIORS WITH VISION LOSS 7,500
    MASSACHUSETTS ASSOCIATION FOR THE BLIND
    200 IVY STREET
    BROOKLINE,MA02446     		  PC NATICK ASSISTIVE TECHNOLOGY TRAINING CENTER FOR SENIORS WITH VISION LOSS 10,000
    MASSACHUSETTS BAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY HILLS,MA02481     		  PC NURSING CURRICULUM REDESIGN AND HEALTH CAREERS ACADEMY PROJECT 14,881
    METROWEST FREE MEDICAL PROGRAM
    C/O CONGREGATION BETH EL 105 HUDSON
    RD
    SUDBURY,MA01776     		  PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 50,000
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PC JUVENILE IMMIGRANT RELIEF PROJECT 68,536
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP 75,000
    METROWEST NONPROFIT NETWORK INC
    PO BOX 1661
    FRAMINGHAM,MA01701     		  PC TECHNICAL CONSULTING SERVICES TO SUPPORT THE MANAGEMENT OF DANIEL'S TABLE 13,248
    METROWEST REGIONAL TRANSIT AUTHORITY (MWRTA)
    15 BLANDIN AVENUE
    FRAMINGHAM,MA01702     		  PC DIVERSITY, EQUITY, AND INCLUSION (DEI) TRAINING 26,000
    METROWEST WORKER CENTER
    116 CONCORD STREET SUITE 11
    FRAMINGHAM,MA01702     		  PC INJURED WORKER ACCOMPANIMENT PROJECT 10,000
    METROWEST WORKER CENTER
    116 CONCORD STREET SUITE 11
    FRAMINGHAM,MA01702     		  PC INJURED WORKER PROJECT 10,000
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PC MW SAPA PRIORITIZING PREVENTION IN METROWEST 12,500
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PC CAPITAL CAMPAIGN 100,000
    MILFORD COUNCIL ON AGING
    60 NORTH BOW STREET
    MILFORD,MA01757     		  PC WELLNESS PROGRAM 6,000
    MILFORD PUBLIC SCHOOLS
    31 W FOUNTAIN STREET
    MILFORD,MA01757     		  PC "EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT" 32,500
    NATICK COUNCIL ON AGING
    117 EAST CENTRAL STREET
    NATICK,MA01760     		  PC NATICK CONVERSATION PROJECT 99,000
    NATICK HOUSING AUTHORITY
    4 COTTAGE STREET
    NATICK,MA01760     		  PC NHA RESIDENT SERVICES COORDINATOR 33,180
    NATICK PUBLIC SCHOOLS
    13 E CENTRAL STREET
    NATICK,MA01760     		  PC "UNDERSTANDING DIVERSITY AND SUPPORTING OUR LGBTQ (LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER/QUESTIONING)YOUTH" 10,000
    NATICK SERVICE COUNCIL INC
    2 WEBSTER STREET
    NATICK,MA01760     		  PC FOOD SECURITY PROGRAM 20,000
    NATICK SERVICE COUNCIL INC
    2 WEBSTER STREET
    NATICK,MA01760     		  PC FOOD PANTRY 15,000
    NATICK SERVICE COUNCIL INC
    2 WEBSTER STREET
    NATICK,MA01760     		  PC ASSISTANCE WITH HEALTH SERVICES 10,000
    NEEDHAM COUNCIL ON AGING
    300 HILLSIDE AVE
    NEEDHAM,MA02492     		  PC EXPAND ACCESS TO BEHAVIORAL HEALTH SERVICES FOR SENIORS 40,000
    NEEDHAM HEALTH DEPARTMENT
    178 ROSEMARY STREET
    NEEDHAM,MA02494     		  PC CONCUSSION PREVENTION, EDUCATION, AND TRAINING IN NEEDHAM 10,000
    NEEDHAM HEALTH DEPARTMENT
    178 ROSEMARY STREET
    NEEDHAM,MA02494     		  PC HEALTHY AGING NEEDHAM 10,000
    NEEDHAM PUBLIC SCHOOLS
    1330 HIGHLAND AVENUE
    NEEDHAM,MA02492     		  PC IMPROVING STUDENT HEALTH BY ADDRESSING RACIAL DISCRIMINATION 20,000
    NEEDHAM YOUTH & FAMILY SERVICES DIVISION
    1471 HIGHLAND AVENUE
    NEEDHAM,MA02492     		  PC MENTAL HEALTH FIRST AID 10,000
    NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS
    53 PARKERVILLE ROAD
    SOUTHBOROUGH,MA01772     		  PC STUDENT TIERED EDUCATIONAL PROGRAM FOR SUCCESS STEPS PROGRAM 74,729
    OUT METROWEST
    PO BOX 2122
    FRAMINGHAM,MA01703     		  PC MEETING THE NEEDS OF LGBTQ+ YOUTH OF COLOR 10,358
    A PLACE TO TURN
    99 HARTFORD STREET
    NATICK,MA01760     		  PC FOOD PANTRY 15,000
    RIA HOUSE INC - READYINSPIREACT
    330 COCHITUATE ROAD 1784
    FRAMINGHAM,MA01701     		  PC IMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF SEXUAL EXPLOITATION, TRAFFICKING, & PROSTITUTION 14,996
    RIVERSIDE COMMUNITY CARE
    270 BRIDGE STREET SUITE 301
    DEDHAM,MA02026     		  PC BASIC HEALTH NEEDS - OPERATING 25,000
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75,000
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - HOMELESSNESS 75,000
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC SMOC PEER RECOVERY COACH PROGRAM 46,473
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC GREATER FRAMINGHAM HUNGER NETWORK (GFHN) 10,000
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC FRAMINGHAM COMMUNITY CENTER CAPITAL GRANT 250,000
    SPARK KINDNESS INC
    PO BOX 823
    NATICK,MA01760     		  PC SPARK ACADEMY: PUTTING PRINCIPLES INTO PRACTICE 15,611
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75,000
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PC WALSH MIDDLE SCHOOL MENTAL HEALTH ACCESS 10,000
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PC PROMOTING A CULTURALLY-DIVERSE WORKFORCE 29,990
    WELLESLEY COLLEGE WELLESLEY CENTERS FOR WOMEN
    106 CENTRAL STREET
    WELLESLEY,MA02481     		  PC DEPRESSION/SUICIDE PREVENTION FOR ADOLESCENTS IN HOLLISTON 34,422
    WILLIAM JAMES COLLEGE
    ONE WELLS AVENUE
    NEWTON,MA02459     		  PC PROMOTING HEALTH EQUITY THROUGH A BEHAVIORAL HEALTH CAREER PIPELINE 11,178
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    UNIVERSITY OF MASSACHUSETTS
    100 WILLIAM T MORRISSEY BLVD
    BOSTON,MA02125     		  PC NURSING SCHOLARSHIP 2,000
    QUINNIPIAC UNIVERSITY
    275 MT CARAMEL AVE
    HAMDEN,CT06518     		  PC NURSING SCHOLARSHIP 1,000
    TUFTS UNIVERSITY
    200 WESTBORO ROAD
    NORTH GRAFTON,MA01536     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 1,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 1,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    WESTFIELD STATE UNIVERSITY
    333 WESTERN AVE
    WESTFIELD,MA01086     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    NEW ENGLAND COLLEGE OF OPTOMETRY
    424 BEACON STREET
    BOSTON,MA02115     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 1,000
    ALBANY MEDICAL COLLEGE
    47 NEW SCOTLAND AVE MC1
    ALBANY,NY122083479     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    WALDEN UNIVERSITY
    100 WASHINGTON AVE SOUTH
    MINNEAPOLIS,MN55401     		  PC MEDICAL/CLINICAL SCHOLARSHIP 1,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE STREET
    FRAMINGHAM,MA01701     		  PC NURSING SCHOLARSHIP 2,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE STREET
    FRAMINGHAM,MA01701     		  PC NURSING SCHOLARSHIP 2,000
    UNIVERSITY OF MASSACHUSETTS
    220 PAWTUCKET ST
    LOWELL,MA01854     		  PC NURSING SCHOLARSHIP 2,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE STREET
    FRAMINGHAM,MA01701     		  PC NURSING SCHOLARSHIP 2,000
    QUINNIPIAC UNIVERSITY
    275 MT CARMEL AVE
    HAMDEN,CT06518     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    UNIVERSITY OF MASSACHUSETTS
    181 PRESIDENTS DRIVE
    AMHERST,MA01003     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 1,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE STREET
    FRAMINGHAM,MA01701     		  PC NURSING SCHOLARSHIP 1,000
    ENDICOTT COLLEGE
    376 HALE STREET
    BEVERLY,MA01915     		  PC NURSING SCHOLARSHIP 2,000
    UNIVERSITY OF MASSACHUSETTS
    181 PRESIDENTS DRIVE
    AMHERST,MA01003     		  PC NURSING SCHOLARSHIP 2,000
    WORCESTER STATE COLLEGE
    486 CHANDLER ST
    WORCESTER,MA01602     		  PC NURSING SCHOLARSHIP 2,000
    UNIVERSITY OF PITTSBURGH
    4200 FIFTH AVE
    PITTSBURG,PA05260     		  PC NURSING SCHOLARSHIP 1,000
    UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET
    PHILADELPHIA,PA19104     		  PC NURSING SCHOLARSHIP 2,000
    WORCESTER STATE COLLEGE
    486 CHANDLER ST
    WORCESTER,MA01602     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    MASSBAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY HILLS,MA01481     		  PC MEDICAL/CLINICAL SCHOLARSHIP 1,000
    MASSBAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY,MA02481     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    SIMMONS COLLEGE
    300 THE FENWAY
    BOSTON,MA02115     		  PC NURSING SCHOLARSHIP 2,000
    REGIS COLLEGE
    235 WELLESLEY STREET
    WESTON,MA02493     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    SIMMONS COLLEGE
    300 THE FENWAY
    BOSTON,MA02115     		  PC NURSING SCHOLARSHIP 2,000
    YALE UNIVERSITY
    100 CHURCH STREET SOUTH A250
    NEW HAVEN,CT06520     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    MASSBAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY,MA02481     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    SAINT ANSELM COLLEGE
    100 ST ANSELM DR
    MANCHESTER,NH03102     		  PC NURSING SCHOLARSHIP 2,000
    BECKER COLLEGE
    61 SEVER STREET
    WORCESTER,MA01609     		  PC NURSING SCHOLARSHIP 2,000
    Total .................................bullet 3a 3,443,643
    bApproved for future payment
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 112,500
    BAYPATH ELDER SERVICES INC
    33 BOSTON POST ROAD WEST STE 510
    MARLBOROUGH,MA017521853     		  PC LGBTQ+ INITIATIVE 17,368
    BELLINGHAM PUBLIC SCHOOLS
    4 MECHANIC STREET
    BELLINGHAM,MA02019     		  PC SEL: ENHANCING STUDENTS' CAPACITY FOR SUCCESSFUL ENGAGEMENT 15,000
    BRAZILIAN AMERICAN CENTER BRACE
    560 WAVERLY STREET
    FRAMINGHAM,MA01702     		  PC ENHANCING THE MENTAL HEALTH OF LATIN AMERICAN ADOLESCENTS AND THEIR FAMILIES IN FRAMINGHAM, CONTINUATION PROJECT 2019 15,458
    DANIEL'S TABLE
    10 PEARL STREET
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS 125,000
    DOVER-SHERBORN REGIONAL SCHOOLS
    157 FARM STREET
    DOVER,MA02030     		  PC DOVER-SHERBORN HIGH SCHOOL TRANSITION PROGRAM 12,750
    EDUCATION DEVELOPMENT CENTER INC
    43 FOUNDRY AVENUE
    WALTHAM,MA024538313     		  PC 2020 METROWEST ADOLESCENT HEALTH SURVEY 649,866
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    650 LINCOLN STREET
    WORCESTER,MA01605     		  PC BASIC HEALTH NEEDS - METROWEST MEDS PRESCRIPTION ASSISTANCE 300,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    650 LINCOLN STREET
    WORCESTER,MA01605     		  PC BASIC HEALTH NEEDS - ORAL HEALTH CARE 75,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    650 LINCOLN STREET
    WORCESTER,MA01605     		  PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 262,500
    TOWN OF FRAMINGHAM - BOARD OF HEALTH
    150 CONCORD STREET SUITE 221
    FRAMINGHAM,MA01702     		  PC AGE AND DEMENTIA FRIENDLY FRAMINGHAM 9,620
    FRAMINGHAM PUBLIC SCHOOLS
    73 MT WAYTE AVE SUITE 5
    FRAMINGHAM,MA01702     		  PC EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT 15,000
    HEALTH CARE FOR ALL
    ONE FEDERAL STREET
    BOSTON,MA02110     		  PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 37,500
    HEALTH CARE FOR ALL
    ONE FEDERAL STREET
    BOSTON,MA02110     		  PC IMMIGRANT HEALTH ACCESS PROJECT 7,785
    HOPEDALE PUBLIC SCHOOLS
    25 ADIN STREET
    HOPEDALE,MA01747     		  PC TRANSITION SUPPORT PROGRAM 100,000
    HOPKINTON HEALTH DEPARTMENT
    18 MAIN STREET
    HOPKINTON,MA01748     		  PC HOPKINTON TOBACCO INITIATIVE 9,341
    HUDSON BOARD OF HEALTH
    78 MAIN STREET
    HUDSON,MA01749     		  PC BUILDING COMMUNITY CAPACITY IN DEVELOPMENTAL ASSETS THROUGH TRAINING 10,000
    LATINO HEALTH INSURANCE PROGRAM INC
    88 WAVERLY STREET SUITE 150 1ST
    FLOOR
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - SUPPORT SERVICES INSURANCE ENROLLMENT 75,000
    LEARNING CENTER FOR THE DEAF
    848 CENTRAL STREET
    FRAMINGHAM,MA01701     		  PC THE LEARNING CENTER FOR THE DEAF / WALDEN COMMUNITY SERVICES - OUTPATIENT MENTAL HEALTH CLINIC FOR DEAF CHILDREN AND FAMILIES 10,000
    LOVIN' SPOONFULS INC
    1304 COMMONWEALTH AVE SUITE E
    BOSTON,MA02134     		  PC BASIC HEALTH NEEDS - FOOD INSECURITY 100,000
    MARLBOROUGH PUBLIC SCHOOLS
    17 WASHINGTON STREET
    MARLBOROUGH,MA017522225     		  PC MHS TRANSITIONS PROGRAM 50,750
    MASSACHUSETTS BAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY HILLS,MA02481     		  PC NURSING CURRICULUM REDESIGN AND HEALTH CAREERS ACADEMY PROJECT 14,882
    METROWEST FREE MEDICAL PROGRAM
    C/O CONGREGATION BETH EL 105 HUDSON
    RD
    SUDBURY,MA01776     		  PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 75,000
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PC JUVENILE IMMIGRANT RELIEF PROJECT 33,955
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - MEDICAL-LEGAL PARTNERSHIP 112,500
    METROWEST WORKER CENTER
    116 CONCORD STREET SUITE 11
    FRAMINGHAM,MA01702     		  PC INJURED WORKER PROJECT 10,000
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01702     		  PC MW SAPA PRIORITIZING PREVENTION IN METROWEST 12,500
    MILFORD PUBLIC SCHOOLS
    31 W FOUNTAIN STREET
    MILFORD,MA01757     		  PC "EARLY CHILDHOOD SOCIAL-EMOTIONAL LEARNING IMPLEMENTATION GRANT" 15,000
    NATICK SERVICE COUNCIL INC
    2 WEBSTER STREET
    NATICK,MA01760     		  PC ASSISTANCE WITH HEALTH SERVICES 10,000
    NEEDHAM COUNCIL ON AGING
    300 HILLSIDE AVE
    NEEDHAM,MA02492     		  PC LYFT PILOT PROGRAM 10,000
    OUT METROWEST
    PO BOX 2122
    FRAMINGHAM,MA01703     		  PC MEETING THE NEEDS OF LGBTQ+ YOUTH OF COLOR 10,356
    RIA HOUSE INC - READYINSPIREACT
    330 COCHITUATE ROAD 1784
    FRAMINGHAM,MA01701     		  PC IMPROVING MENTAL HEALTH EQUITY FOR SURVIVORS OF SEXUAL EXPLOITATION, TRAFFICKING, & PROSTITUTION 14,996
    RIVERSIDE COMMUNITY CARE
    270 BRIDGE STREET SUITE 301
    DEDHAM,MA02026     		  PC BASIC HEALTH NEEDS - OPERATING 125,000
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 112,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - HOMELESSNESS 112,500
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 112,500
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PC WALSH MIDDLE SCHOOL MENTAL HEALTH ACCESS 10,000
    Total .................................bullet 3b 2,802,127
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 2,581,228  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,788,678  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 5,369,906 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,369,906
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    METROWEST HEALTH FOUNDATION INC
     
    Employer identification number

    04-2121342
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    METROWEST HEALTH FOUNDATION INC
          		Employer identification number
    04-2121342
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    BOSTON FOUNDATIONPFAFF FUND
     
    75 ARLINGTON STREET
     
    BOSTON, MA02116

    		$ 33,206


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BNY MELLON BANKCHICKERING FUND
     
    201 WASHINGTON STREET
     
    BOSTON, MA02108

    		$ 245,076


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    US TRUSTCLARK FOUNDATION
     
    100 WESTMINSTER STREET
     
    PROVIDENCE, RI02903

    		$ 23,868


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    US TRUSTSARAH E WHITE TRUST
     
    100 WESTMINSTER STREET
     
    PROVIDENCE, RI02903

    		$ 17,604


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    METROWEST HEALTH FOUNDATION INC
          		Employer identification number

    04-2121342
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    METROWEST HEALTH FOUNDATION INC
          		Employer identification number

    04-2121342
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 35,000 0 0 35,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FIXED ASSETS   142,923 129,331 SL 0 % 0 0 0  

    TY 2018 DistributionFromCorpusElection
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Election:
    METROWEST RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS AND DISTRIBUTED AN AMOUNT EQUAL IN VALUE TO THE CONTRIBUTIONS RECEIVED. AS SUCH METROWEST IS ELECTING TO DISTRIBUTE THE QUALIFYING DISTRIBUTIONS OUT OF CORPUS PURSUANT TO REGULATION 53.4942(A)-3(D)(2).THE TRUST DISTRIBUTIONS INCLUDE THE FOLLOWING:1. CHICKERING TRUST C/O MELLON BANK- $245,0762. CLARK TRUST C/O BANK OF AMERICA- $23,8683. SARAH WHITE TRUST C/O BANK OF AMERICA- $17,604

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    US Government Securities - End of Year Book Value:

    7,391,293
    US Government Securities - End of Year Fair Market Value:

    7,391,293
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CREDIT OBLIGATION - FIXED INCOME FMV 6,859,303 6,859,303
    BOND FUNDS - FIXED INCOME FMV 5,701,638 5,701,638
    GLOBAL EUQITIES - EQUITIES FMV 19,908,578 19,908,578
    US EQUITIES - EQUITIES FMV 23,441,235 23,441,235
    HEDGE FUNDS - ALTERNATIVE INVESTMENTS FMV 24,765,905 24,765,905
    COMMODITIES FUND - ALTERNATIVE INVESTMENTS FMV 3,489,954 3,489,954
    REAL ESTATE FUNDS - ALTERNATIVE INVESTMENTS FMV 2,641,594 2,641,594

    TY 2018 LandEtcSchedule2
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FIXED ASSETS 142,923 129,331 13,592  


    TY 2018 LegalFeesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 567 0 0 567


    TY 2018 OtherAssetsSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 7,559,704 7,344,377 7,344,377


    TY 2018 OtherDecreasesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 5,082,170
    GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 215,327


    TY 2018 OtherExpensesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEB & COMPUTER SUPPORT 55,858 0 0 55,858
    INSURANCE 7,877 0 0 7,877
    EQUIPMENT RENTAL 7,913 0 0 7,913
    OFFICE SUPPLIES AND SUPPORT 27,548 0 0 27,548
    INVESTMENT FEES 469,649 469,649 0 0


    TY 2018 OtherIncreasesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Description Amount
    CHANGE IN DEFERRED EXCISE TAXES 104,302


    TY 2018 OtherLiabilitiesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 501,734 397,432
    FUNDS HELD FOR OTHERS 1,130,705 1,631,776


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 196,606 79,921 0 116,685


    TY 2018 ReductionExplanationStatement
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Explanation:
    THE VALUE OF THE ASSET BEFORE THE REDUCTION CLAIMED ABOVE AS OF SEPTEMBER 30, 2019 WAS $ 7,344,377. 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 THE 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).

    TY 2018 TaxesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX EXPENSE 47,472 0 0 0