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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
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$99,772,227J 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) 363,718
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,546,924 1,546,924  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,879,815
b Gross sales price for all assets on line 6a 18,322,109
7 Capital gain net income (from Part IV, line 2)... 3,879,815
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........ 5,790,457 5,426,739 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 279,472 68,692 0 210,780
14 Other employee salaries and wages...... 413,258 0 0 413,258
15 Pension plans, employee benefits....... 229,272 26,036 0 203,236
16a Legal fees (attach schedule)......... Click to see attachment 500 0 0 500
b Accounting fees (attach schedule)....... Click to see attachment 39,725 0 0 39,725
c Other professional fees (attach schedule).... Click to see attachment 178,797 89,289 0 89,508
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 60,854 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,965 0 0
20 Occupancy.............. 127,745 14,751 0 112,994
21 Travel, conferences, and meetings....... 6,701 175 0 6,526
22 Printing and publications.......... 15,771 0 0 15,771
23 Other expenses (attach schedule)....... Click to see attachment 577,746 455,203 0 122,543
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,933,806 654,146 0 1,214,841
25 Contributions, gifts, grants paid....... 5,028,594 5,039,658
26 Total expenses and disbursements. Add lines 24 and 25 6,962,400 654,146 0 6,254,499
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,171,943
b Net investment income (if negative, enter -0-) 4,772,593
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 193,015 255,483 255,483
2 Savings and temporary cash investments......... 2,166,447 2,234,773 2,234,773
3 Accounts receivable bullet35,844
Less: allowance for doubtful accounts bullet   51,939 35,844 35,844
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.......... 32,439 56,878 56,878
10a Investments—U.S. and state government obligations (attach schedule) 4,469,634 Click to see attachment4,997,052 4,997,052
b Investments—corporate stock (attach schedule)....... 57,036,509 Click to see attachment41,876,213 41,876,213
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).......... 50,135,681 Click to see attachment43,576,242 43,576,242
14 Land, buildings, and equipment: basis bullet148,467
Less: accumulated depreciation (attach schedule) bullet141,649 6,220 Click to see attachment6,818 6,818
15 Other assets (describe bullet) Click to see attachment8,405,193 Click to see attachment6,732,924 Click to see attachment6,732,924
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 122,497,077 99,772,227 99,772,227
Liabilities 17 Accounts payable and accrued expenses.......... 210,801 202,805
18 Grants payable................. 2,859,498 2,848,435
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 attachment2,312,382 Click to see attachment1,947,370
23 Total liabilities (add lines 17 through 22)......... 5,382,681 4,998,610
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 96,297,204 77,614,001
25 Net assets with donor restrictions............ 20,817,192 17,159,616
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 117,114,396 94,773,617
30 Total liabilities and net assets/fund balances (see instructions). 122,497,077 99,772,227
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
117,114,396
2
Enter amount from Part I, line 27a .....................
2
-1,171,943
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
274,822
4
Add lines 1, 2, and 3 ..........................
4
116,217,275
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
21,443,658
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
94,773,617
Form 990-PF (2021)
Form 990-PF (2021)
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 SECURITIES P    
b ALTERNATIVE FUNDS P 2021-10-01 2022-09-30
c ALTERNATIVE FUNDS P 2021-10-01 2022-09-30
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 13,249,977   13,662,660 -412,683
b 3,390,807   447,222 2,943,585
c 1,681,325   332,412 1,348,913
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       -412,683
b       2,943,585
c       1,348,913
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 3,879,815
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 66,339
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 66,339
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 86,174
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 86,174
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 19,835
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet19,835 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA, MA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    MARTIN COHEN PRESIDENT/ CEO
    40.00     		279,472 60,716 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    WILLIAM GRAHAM CHAIR
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    ANNA CAROLLO CROSS VICE CHAIR
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    JOHN CORRON TREASURER
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    CAROL GLOFF CLERK
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    LINO COVARRUBIAS TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    ALAN GELLER TRUSTEE (UNTIL 12/21)
    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 (UNTIL 12/21)
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    COLEEN TORONTO TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    JAMES HICKS TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    MARI BARRERA TRUSTEE
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    CLAIRE LEVESQUE TRUSTEE (AS OF 1/22)
    5.00     		0 0 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    GILLIAN CARCIA TRUSTEE (AS OF 1/22)
    5.00     		0 0 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     		120,817 49,276 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    CATHY GLOVER GRANTS MANAGEMENT DI
    35.00     		109,626 40,536 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    KATHERINE BAKER POLICY ANALYST
    40.00     		76,690 37,134 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    REBECCA GALLO SENIOR PROGRAM OFFIC
    35.00     		100,000 10,805 0
    161 WORCESTER RD
    FRAMINGHAM,MA01701
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 89,289
    273 CORPORATE DRIVE
    PORTSMOUTH,NH03801
    STATE STREET CORPORATION INVESTMENT BANKING 61,059
    PO BOX 75199
    CHICAGO,IL60675
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 25 COMMUNITIES IN THE METROWEST AREA OF MASSACHUSETTS. 2. THE FOUNDATION SUPPORTED A VARIETY OF TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES TO IMPROVE HEALTH, WELLNESS AND ADDRESS RACIAL AND ETHNIC INEQUALITY IN THE REGION.3. THE FOUNDATION RESPONDED TO THE COVID-19 PANDEMIC BY PROVIDING SUPPORT TO LOCAL PUBLIC HEALTH ENTITIES AND THROUGH DATA COLLECTION AND DISSEMINATION. 456,711
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    43,958,741
    b
    Average of monthly cash balances.......................
    1b
    974,432
    c
    Fair market value of all other assets (see instructions)................
    1c
    51,995,576
    d
    Total (add lines 1a, b, and c).........................
    1d
    96,928,749
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    6,732,924
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    96,928,749
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,453,931
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    95,474,818
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,773,741
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    4,773,741
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    66,339
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    66,339
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,707,402
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,707,402
    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 XII, line 1 ...
    7
    4,707,402
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,707,402
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,820,069
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,259,062
    a Applied to 2020, but not more than line 2a 3,820,069
    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 attachment331,667
    d Applied to 2021 distributable amount..... 2,107,326
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 5 331,667
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		2,600,076
    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) .......     		331,667
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 $4,000.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    A PLACE TO TURN
    99 HARTFORD STREET
    NATICK,MA01760     		  PC FOOD PANTRY 30,000
    A PLACE TO TURN
    99 HARTFORD STREET
    NATICK,MA01760     		  PC FOOD PANTRY RENOVATION 150,000
    ADVANCED MATH AND SCIENCE ACADEMY CHARTER SCHOOL
    201 FOREST STREET
    MARLBOROUGH,MA01752     		  PC SUPPORTING HIGH NEEDS STUDENTS' TRANSITION BACK TO SCHOOL 15,000
    ADVANCED MATH AND SCIENCE ACADEMY CHARTER SCHOOL
    201 FOREST STREET
    MARLBOROUGH,MA01752     		  PC PROVIDING REFERRAL SERVICES TO STRUGGLING YOUTH 5,000
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC HELPING ISOLATED ELDERS IN MENTAL HEALTH CRISIS 11,900
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75,000
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC INCREASING ACCESS TO MENTAL HEALTH SUPPORT FOR MARLBOROUGH STUDENTS 49,889
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC INCREASING STAFF SATISFACTION, SKILLS, AND RETENTION THROUGH ENHANCED TRAINING 25,000
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC INCREASE ACCESS TO BEHAVIORAL HEALTHCARE FOR SPANISH SPEAKING INDIVIDUALS AND FAMILIES 25,000
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - ALICIA ROCKWELL 7,500
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - KRISTEN KEENAN 7,500
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - AMDRIA ARISTIL 7,500
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - CHRISTINA CARLSON 7,500
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - CLAIRE CHIBOUB 7,500
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - RICARDO ROMANO 7,500
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - GHITA JAOUHARI 7,500
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - ANNABEL PETERSON 7,500
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC HEALTH AND SOCIAL SERVICE HUB 473,437
    BELLINGHAM PUBLIC SCHOOLS
    4 MECHANIC STREET
    BELLINGHAM,MA02019     		  PC BPS CHILD AND YOUTH MENTAL HEALTH GRANT 9,100
    BETH ISRAEL LAHEY HEALTH AT HOME
    ATTENTION GIFT ADMINISTRATION
    OFFICE OF PHILANTHROPY 41 MALL ROAD
    BURLINGTON,MA01805     		  PC CORAZN A CORAZN (HEART TO HEART) 14,996
    CHICA PROJECT
    1266 FURNACE BROOK PKWY
    QUINCY,MA02169     		  PC STRENGTHENING THE MENTAL HEALTH OF LATINX AND OTHER YOUNG WOMEN OF COLOR IN THE FRAMINGHAM PUBLIC SCHOOLS 20,285
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202     		  PC MEMBERSHIP DUES 9,000
    DANIEL'S TABLE
    10 PEARL STREET
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS 25,000
    DE NOVO CENTER FOR JUSTICE & HEALING
    47 THORNDIKE STREET SB-LL-1
    CAMBRIDGE,MA02141     		  PC LEGAL MENTAL HEALTH TEAM PILOT PROJECT 27,789
    DIGNITY MATTERS INC
    PO BOX 72
    WAYLAND,MA01778     		  PC BUILDING CAPACITY TOOLS TO SERVE MORE WOMEN AND GIRLS 25,000
    DOC WAYNE YOUTH SERVICES INC
    418 COMMONWEALTH AVENUE
    BOSTON,MA02215     		  PC CHALK TALK GROUP THERAPY 25,000
    EDUCATION DEVELOPMENT CENTER INC
    300 FIFTH AVENUE SUITE 2010
    WALTHAM,MA02451     		  PC 2023 METROWEST ADOLESCENT HEALTH SURVEY 292,818
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    115 NORTHEAST CUTOFF BLDG 2 SUITE
    200
    WORCESTER,MA01606     		  PC BASIC HEALTH NEEDS - ORAL HEALTH 50,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    115 NORTHEAST CUTOFF BLDG 2 SUITE
    200
    WORCESTER,MA01606     		  PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 175,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    115 NORTHEAST CUTOFF BLDG 2 SUITE
    200
    WORCESTER,MA01606     		  PC BASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE 150,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    115 NORTHEAST CUTOFF BLDG 2 SUITE
    200
    WORCESTER,MA01606     		  PC MILFORD HEALTH CENTER 250,000
    FAMILY PROMISE METROWEST
    6 MULLIGAN STREET
    NATICK,MA01760     		  PC COACHING FAMILIES TO SUSTAINABILITY 25,000
    FAMILY PROMISE METROWEST
    6 MULLIGAN STREET
    NATICK,MA01760     		  PC FAMILY PROMISE SHELTER RENOVATION 100,000
    FRAMINGHAM HEALTH DEPARTMENT
    150 CONCORD STREET SUITE 221
    FRAMINGHAM,MA01702     		  PC FATAL OVERDOSE GRIEF OUTREACH 10,000
    FRAMINGHAM PUBLIC SCHOOLS
    31 FLAGG DRIVE
    FRAMINGHAM,MA01702     		  PC INCREASING MENTAL BEHAVIORAL HEALTH SUPPORTS FOR STUDENTS 50,000
    FRAMINGHAM PUBLIC SCHOOLS
    31 FLAGG DRIVE
    FRAMINGHAM,MA01702     		  PC INCREASING MENTAL/BEHAVIORAL HEALTH SUPPORTS TO STUDENTS IN RESPONSE TO COVID-19 50,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE STREET DWIGHT HALL
    FRAMINGHAM,MA01701     		  PC VAPING CESSATION PROGRAM AT FRAMINGHAM STATE UNIVERSITY 8,967
    FRANKLIN FOOD PANTRY
    43 WEST CENTRAL STREET PO BOX 116
    FRANKLIN,MA02038     		  PC TRAUMA-INFORMED NUTRITION SECURITY TRAINING 3,900
    GAINING GROUND
    341 VIRGINIA RD
    CONCORD,MA01742     		  PC FARM FRESH FOOD FOR PEOPLE EXPERIENCING FOOD INSECURITY 8,000
    GENESIS COUNSELING SERVICES INC
    24 UNION AVE SUITE 11
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - REBECCA KAHANE 7,500
    GENESIS COUNSELING SERVICES INC
    24 UNION AVE SUITE 11
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - ALLISON SIROONIAN 7,500
    GENESIS COUNSELING SERVICES INC
    24 UNION AVE SUITE 11
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - PATRICK MCCARTER 7,500
    GENESIS COUNSELING SERVICES INC
    24 UNION AVE SUITE 11
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - HANNAH RAWNSLEY 7,500
    GRANT MAKERS IN HEALTH
    1100 CONNECTICUT AVE NW SUITE 1200
    WASHINGTON,DC20036     		  PC MEMBERSHIP DUES 8,500
    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 METROWEST COVID VACCINATION ENGAGEMENT PROGRAM 99,125
    HOLLISTON COUNCIL ON AGING
    150 GOULDING ST
    HOLLISTON,MA01746     		  PC HOLLISTON'S 55+ COMMUNITY SURVEY 12,500
    HOLLISTON PUBLIC SCHOOLS
    370 HOLLIS STREET
    HOLLISTON,MA01746     		  PC ESTABLISHING A DATA DRIVEN SEL / MH APPROACH 12,500
    HOPEDALE PUBLIC SCHOOLS
    25 ADIN STREET
    HOPEDALE,MA01747     		  PC MULTI-TIERED SYSTEM OF SUPPORT COUNSELING PROGRAM 48,474
    HOPKINTON HEALTH DEPARTMENT
    18 MAIN STREET
    HOPKINTON,MA01748     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 50,000
    HOPKINTON HEALTH DEPARTMENT
    18 MAIN STREET
    HOPKINTON,MA01748     		  PC VACCINATION CLINIC 18,712
    HUDSON HEALTH DEPARTMENT
    78 MAIN STREET
    HUDSON,MA01749     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 125,000
    HUDSON HEALTH DEPARTMENT
    78 MAIN STREET
    HUDSON,MA01749     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 125,000
    HUDSON HEALTH DEPARTMENT
    78 MAIN STREET
    HUDSON,MA01749     		  PC METROWEST SHARED PUBLIC HEALTH SERVICES 55,669
    HUMAN RELATIONS SERVICE INC
    11 CHAPEL PLACE
    WELLESLEY,MA02481     		  PC ELECTRONIC HEALTH RECORD SYSTEM AT THE HUMAN RELATIONS SERVICE 12,500
    HUMAN RELATIONS SERVICE INC
    11 CHAPEL PLACE
    WELLESLEY,MA02481     		  PC METROWEST HEALTH INTERNSHIP - LAN HO 7,500
    HUMAN RELATIONS SERVICE INC
    11 CHAPEL PLACE
    WELLESLEY,MA02481     		  PC METROWEST HEALTH INTERNSHIP - LENA COMPTON 7,500
    JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
    281 PLEASANT STREET
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - MICHAEL SHIREK 5,000
    JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER INC
    281 PLEASANT STREET
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - JESSICA WILSON 7,500
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PC TO TRANSLATE TRAINING MATERIALS TO BE USED FOR AN ACTIVE BYSTANDER PROGRAM. 8,750
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PC AFGHAN EVACUEE RESETTLEMENT PROJECT 10,000
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PC CENTRAL/INTEGRATED DATA COLLECTION, STORAGE & ANALYTICS 12,495
    LOVIN' SPOONFULS INC
    189 WELLS AVE SUITE 100
    NEWTON,MA02459     		  PC BASIC HEALTH NEEDS - FOOD INSECURITY 50,000
    MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC
    50 FEDERAL STREET 6TH FLOOR
    BOSTON,MA02114     		  PC INCENTIVES TO ENHANCE RECRUITMENT & RETENTION OF THE BEHAVIORAL HEALTH WORKFORCE 10,769
    MASSACHUSETTS BAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY HILLS,MA02481     		  PC NEW DAY/NUEVO DA 15,000
    MASSACHUSETTS BAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY HILLS,MA02481     		  PC ACCREDITED SIMULATION CENTER 250,000
    MEDFIELD HEALTH DEPARTMENT
    459 MAIN STREET
    MEDFIELD,MA02052     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 5,000
    MENTAL HEALTH COLLABORATIVE INC
    149 WOOD STREET
    HOPKINTON,MA01748     		  PC BUILDING MENTAL HEALTH LITERACY FOR THE BIG BROTHERS BIG SISTERS METROWEST COMMUNITY 7,275
    METRO COMMUNITY DEVELOPMENT CORPORATION
    40 MECHANIC ST SUITE 300
    MARLBOROUGH,MA01752     		  PC METROWEST HEALTH INTERNSHIP - LAUREN METZLER 7,500
    METROWEST FREE MEDICAL PROGRAM
    C/O CONGREGATION BETH EL105 HUDSON
    ROAD
    SUDBURY,MA01776     		  PC BASIC HEALTH NEEDS - PRIMARY CARE 50,000
    METROWEST FREE MEDICAL PROGRAM
    C/O CONGREGATION BETH EL105 HUDSON
    ROAD
    SUDBURY,MA01776     		  PC CONNECTIONS TO HEALTH RESOURCES 12,310
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - SUPPORT SERVICES 75,000
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PC PUBLIC CHARGE EDUCATION AND REPRESENTATION 9,792
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PC AFGHAN REFUGEE LEGAL ASSISTANCE 6,250
    METROWEST MEDIATION SERVICES
    220 NORTH MAIN ST SUITE 106
    NATICK,MA01760     		  PC HOUSING MEDIATION PROGRAM 12,500
    METROWEST NONPROFIT NETWORK INC
    PO BOX 1661
    FRAMINGHAM,MA01701     		  PC VOICES OF THE COMMUNITY 107,399
    METROWEST NONPROFIT NETWORK INC
    PO BOX 1661
    FRAMINGHAM,MA01701     		  PC VOICES OF THE COMMUNITY (VTC) 117,358
    METROWEST REGIONAL TRANSIT AUTHORITY (MWRTA)
    15 BLANDIN AVENUE
    FRAMINGHAM,MA01702     		  PC MWRTA AED PROJECT 12,850
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PC DIVERSITY AND UNDOING RACISM: A COMPREHENSIVE APPROACH TO STAFF TRAINING 15,000
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PC IDENTIFYING AND ENGAGING SOCIALLY ISOLATED OLDER ADULTS 12,500
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - NATHALIE NGU 7,500
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - CRISTA LAMBERT 7,500
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PC METROWEST HEALTH INTERNSHIP - MELISSA COLLINS 7,500
    MILFORD PUBLIC SCHOOLS
    31 W FOUNTAIN STREET
    MILFORD,MA01757     		  PC MILFORD PUBLIC SCHOOLS TRIANGLE OF SUPPORT: CONNECTING THE SCHOOL, HOME, AND COMMUNITY 10,000
    NATICK HEALTH DEPARTMENT
    13 EAST CENTRAL STREET
    NATICK,MA01760     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 50,000
    NATICK SERVICE COUNCIL INC
    2 WEBSTER STREET
    NATICK,MA01760     		  PC VOLUNTEER MANAGEMENT DATABASE SYSTEM. 25,000
    NATICK SERVICE COUNCIL INC
    2 WEBSTER STREET
    NATICK,MA01760     		  PC FOOD PANTRY 30,000
    NATICK SERVICE COUNCIL INC
    2 WEBSTER STREET
    NATICK,MA01760     		  PC STABILITY: CAREER DEVELOPMENT & CASE MANAGEMENT 12,500
    NEEDHAM PUBLIC HEALTH DIVISION
    178 ROSEMARY STREET
    NEEDHAM,MA02494     		  PC A REQUEST FOR INCREASED FUNDING FOR CLINICAL SUPERVISION 4,000
    NEEDHAM PUBLIC HEALTH DIVISION
    178 ROSEMARY STREET
    NEEDHAM,MA02494     		  PC FACILITATED DISCUSSION OF REGIONAL SHARING OF PUBLIC HEALTH SERVICES 20,000
    NEEDHAM PUBLIC HEALTH DIVISION
    178 ROSEMARY STREET
    NEEDHAM,MA02494     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 50,000
    NORTHBOROUGH HEALTH DEPARTMENT
    63 MAIN STREET
    NORTHBOROUGH,MA01532     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 50,000
    NORTHBOROUGH PUBLIC SCHOOLS
    53 PARKERVILLE ROAD
    SOUTHBOROUGH,MA01772     		  PC IN-PERSON LICENSED CLINICIAN HOURS FOR NORTHBOROUGH PUBLIC SCHOOLS 25,000
    OUT METROWEST
    160 HOLLIS STREET PO BOX 2122
    FRAMINGHAM,MA01703     		  PC IMPROVING CONNECTION AND OUTCOMES FOR LGBTQ+ YOUTH OF COLOR IN METROWEST 12,073
    PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
    1055 COMMONWEALTH AVE
    BOSTON,MA02215     		  PC SHORT TERM ACCESSIBLE MENTAL HEALTH PROGRAM PILOT 10,000
    RIA HOUSE INC - READYINSPIREACT
    330 COCHITUATE ROAD 1784
    FRAMINGHAM,MA01701     		  PC IMPROVING OPERATIONS & STAFF DEVELOPMENT 18,050
    RIVERSIDE COMMUNITY CARE
    270 BRIDGE STREET SUITE 301
    DEDHAM,MA02026     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 50,000
    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 CLIENT DATA SYSTEMS CONSOLIDATION INITIATIVE 20,000
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC SMOC WEBSITE ACCESSIBILITY REDESIGN 12,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - DIANE KRZYSZCZYK 7,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - SHANELL FAN 7,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - JIM WORTHLEY 7,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - MARY WELCH 7,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - ELYSE FIORENTINO 7,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - MICHAEL STORNANTI 7,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - KAYLA HOFFSTEIN 7,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - TONI RESENDES 7,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC METROWEST HEALTH INTERNSHIP - CHEYENNE ASHLEY 7,500
    SOUTHBOROUGH HEALTH DEPARTMENT
    9 CORDAVILLE ROAD
    SOUTHBOROUGH,MA01772     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 49,960
    SPARK KINDNESS INC
    PO BOX 823
    NATICK,MA01760     		  PC BUILDING SPARKS ORGANIZATIONAL CAPACITY WHILE FOSTERING CONNECTION + POSITIVE HEALTH OUTCOMES 24,990
    SUDBURY BOARD OF HEALTH
    275 OLD LANCASTER RD
    SUDBURY,MA01776     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 50,000
    SUDBURY BOARD OF HEALTH
    275 OLD LANCASTER RD
    SUDBURY,MA01776     		  PC METROWEST HEALTH INTERNSHIP - JAMIE HARSIP 7,500
    SUDBURY BOARD OF HEALTH
    275 OLD LANCASTER RD
    SUDBURY,MA01776     		  PC METROWEST HEALTH INTERNSHIP - ABBY STOLLER 7,500
    SUDBURY BOARD OF HEALTH
    275 OLD LANCASTER RD
    SUDBURY,MA01776     		  PC METROWEST HEALTH INTERNSHIP - ANNE WILLIAMS 7,500
    SUDBURY BOARD OF HEALTH
    275 OLD LANCASTER RD
    SUDBURY,MA01776     		  PC METROWEST HEALTH INTERNSHIP - REBECCA WHITLEY 7,500
    SUDBURY BOARD OF HEALTH
    275 OLD LANCASTER RD
    SUDBURY,MA01776     		  PC METROWEST HEALTH INTERNSHIP - MARIAH PEEBLES 7,500
    SUDBURY BOARD OF HEALTH
    275 OLD LANCASTER RD
    SUDBURY,MA01776     		  PC METROWEST HEALTH INTERNSHIP - REBECCA WALLENSTEIN 7,500
    SUDBURY BOARD OF HEALTH
    275 OLD LANCASTER RD
    SUDBURY,MA01776     		  PC METROWEST HEALTH INTERNSHIP - KRISTINE CREAN 7,500
    SUDBURY BOARD OF HEALTH
    275 OLD LANCASTER RD
    SUDBURY,MA01776     		  PC METROWEST HEALTH INTERNSHIP - COLLEEN BERNARD 7,500
    TRI-VALLEY ELDER SERVICES
    10 MILL STREET
    DUDLEY,MA01571     		  PC CLINICAL CARE COORDINATOR 12,500
    WAYLAND BOARD OF HEALTH
    41 COCHITUATE ROAD
    WAYLAND,MA01778     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 50,000
    WAYLAND POLICE DEPARTMENT
    38 COCHITUATE RD
    WAYLAND,MA01778     		  PC CPR TRAINING EQUIPMENT 1,873
    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 REDUCING HOMELESSNESS AMONG LATINX YOUTH AND YOUNG ADULTS 25,000
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PC RACIAL TRAUMA TRAINING AND ARC MODEL IMPLEMENTATION AT WAYSIDE 25,000
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PC 2022/23 METROWEST HEALTH EQUITY TRAINING SERIES AND STRATEGIC EQUITY PLANNING PROCESS COHORT 27,528
    WELLESLEY HEALTH DEPARTMENT
    90 WASHINGTON STREET
    WELLESLEY,MA02482     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 50,000
    WESTBOROUGH HEALTH DEPARTMENT
    34 WEST MAIN STREET
    WESTBOROUGH,MA01581     		  PC MUNICIPAL PUBLIC HEALTH COVID-19 RESPONSE 50,000
    WESTBOROUGH PUBLIC SCHOOLS
    45 WEST MAIN STREET
    WESTBOROUGH,MA01581     		  PC UNIVERSAL SCREENING AT WESTBOROUGH HIGH SCHOOL 14,375
    WOMEN MAKE MOVIES
    115 WEST 29TH STREET SUITE 1200
    NEW YORK,NY10001     		  PC RECOVERY CITY DOCUMENTARY 6,000
    MASSBAY COMMUNITY COLLEGE
    19 FLAGG DRIVE
    FRAMINGHAM,MA01702     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVENUE
    BOSTON,MA02115     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    WILLIAM JAMES COLLEGE
    1 WELLS AVE
    NEWTON,MA02459     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    WILLIAM JAMES COLLEGE
    1 WELLS AVENUE
    NEWTON,MA02459     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    WILLIAM JAMES COLLEGE
    ONE WELLS AVENUE
    NEWTON,MA02459     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE STREET
    FRAMINGHAM,MA01701     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    MASSACHUSETTS BAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY HILLS,MA02481     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    REGIS COLLEGE
    235 WELLESLEY STREET
    WESTON,MA02493     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    WILLIAM JAMES COLLEGE
    1 WELLS AVE
    NEWTON,MA02459     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    FRANKLIN PIERCE UNIVERSITY
    670 NORTH COMMERCIAL STREET
    MANCHESTER,NH03101     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    ASSUMPTION UNIVERSITY
    500 SALISBURY STREET
    WORCESTER,MA01609     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    LESLEY UNIVERSITY
    29 EVERETT ST
    CAMBRIDGE,MA02138     		  PC MEDICAL/CLINICAL SCHOLARSHIP 2,000
    EMORY SCHOOL OF MEDICINE
    201 DOWMAN DR
    ATLANTA,GA30322     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    WILLIAM JAMES COLLEGE
    ONE WELLS AVENUE
    NEWTON,MA02465     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    HARVARD MEDICAL SCHOOL
    FINANCIAL AID OFFICE 25 SHATTUCK
    STREET A211
    BOSTON,MA02115     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    GEORGETOWN UNIVERSITY SCHOOL OF MEDICINE
    3900 RESERVOIR ROAD NW
    WASHINGTON,DC20007     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    MASS COLLEGE OF PHARMACY & HEALTH SCIENCES
    179 LONGWOOD AVE BOSTON MA
    BOSTON,MA02115     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    MEDICAL COLLEGE OF GEORGIA
    1120 15TH ST
    AUGUSTA,GA30912     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    WILLIAM JAMES COLLEGE
    1 WELLS AVE
    NEWTON,MA02459     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    WILLIAM JAMES COLLEGE
    1 WELLS AVE
    NEWTON,MA02459     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    BRIDGEWATER STATE UNIVERSITY
    STUDENT ACCOUNTS OFFICE BOYDEN HALL
    ROOM 107
    BRIDGEWATER,MA02325     		  PC MEDICAL/CLINICAL SCHOLARSHIP 4,000
    MASSBAY COMMUNITY COLLEGE
    50 OAKLAND ST
    WELLESLEY HILLS,MA02481     		  PC NURSING SCHOLARSHIP 2,000
    UNIVERSITY OF SOUTHERN MAINE
    96 FALMOUTH ST
    PORTLAND,ME04103     		  PC NURSING SCHOLARSHIP 2,000
    UNIVERSITY OF MASSACHUSETTS
    220 PAWTUCKET ST
    LOWELL,MA01854     		  PC NURSING SCHOLARSHIP 2,000
    NORTHEASTERN UNIVERSITY
    5 BURLINGTON WOODS DRIVE
    BURLINGTON,MA01803     		  PC NURSING SCHOLARSHIP 2,000
    QUINSIGAMOND COLLEGE
    670 W BOYLSTON ST
    WORCESTER,MA01606     		  PC NURSING SCHOLARSHIP 2,000
    UNIVERSITY OF MASSACHUSETTS
    100 WILLIAM T MORRISSEY BLVD
    BOSTON,MA02125     		  PC NURSING SCHOLARSHIP 2,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE ST
    FRAMINGHAM,MA01701     		  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 ST
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    MASSBAY COMMUNITY COLLEGE
    50 OAKLAND ST
    WELLESLEY HILLS,MA02481     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG STREET
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    MASSBAY COMMUNITY COLLEGE
    50 OAKLAND ST
    WELLESLEY HILLS,MA02481     		  PC NURSING SCHOLARSHIP 2,000
    ASSABET VALLEY REGIONAL TECHNICAL SCHOOL
    215 FITCHBURG ST
    MARLBOROUGH,MA01752     		  PC NURSING SCHOLARSHIP 2,000
    REGIS COLLEGE
    235 WELLESLEY ST
    WESTON,MA02493     		  PC NURSING SCHOLARSHIP 4,000
    UNIVERSITY OF MASSACHUSETTS
    100 WILLIAM T MORRISSEY BLVD BOSTON
    MA 02125
    BOSTON,MA02125     		  PC NURSING SCHOLARSHIP 4,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVE
    BOSTON,MA02115     		  PC NURSING SCHOLARSHIP 4,000
    BUNKER HILL COMMUNITY COLLEGE
    250 NEW RUTHERFORD AVE
    BOSTON,MA02129     		  PC NURSING SCHOLARSHIP 3,000
    CHAMBERLAIN UNIVERSITY
    500 W MONROE ST SUITE 28
    CHICAGO,IL60661     		  PC NURSING SCHOLARSHIP 4,000
    UNIVERSITY OF SOUTHERN MAINE
    99 FALMOUTH ST
    PORTLAND,ME04103     		  PC NURSING SCHOLARSHIP 2,000
    BUNKER HILL COMMUNITY COLLEGE
    250 RUTHERFORD AVE
    BOSTON,MA02129     		  PC NURSING SCHOLARSHIP 3,000
    UNIVERSITY OF MASSACHUSETTS
    200 WILLIAM T MORRISEY BLVD
    BOSTON,MA02125     		  PC NURSING SCHOLARSHIP 4,000
    UMASS MEDICAL SCHOOL
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655     		  PC NURSING SCHOLARSHIP 4,000
    UNIVERSITY OF MASSACHUSETTS
    100 MORRISSEY BOULEVARD
    BOSTON,MA02125     		  PC NURSING SCHOLARSHIP 2,000
    SIMMONS COLLEGE
    300 FENWAY STREET
    BOSTON,MA02115     		  PC NURSING SCHOLARSHIP 4,000
    UNIVERSITY OF DELAWARE
    210 SOUTH COLLEGE AVE
    NEWARK,DE19716     		  PC NURSING SCHOLARSHIP 4,000
    MASS COLLEGE OF PHARMACY & HEALTH SCIENCES
    179 LONGWOOD AVE
    BOSTON,MA02115     		  PC NURSING SCHOLARSHIP 4,000
    SAINT ANSELM COLLEGE
    100 ST ANSELM DRIVE
    MANCHESTER,MA03102     		  PC NURSING SCHOLARSHIP 4,000
    SIMMONS COLLEGE
    300 FENWAY
    BOSTON,MA02115     		  PC NURSING SCHOLARSHIP 2,000
    UNIVERSITY OF RHODE ISLAND
    45 UPPER COLLEGE RD
    KINGSTON,RI02881     		  PC NURSING SCHOLARSHIP 4,000
    REGIS COLLEGE
    235 WELLESLEY ST
    WESTON,MA02493     		  PC NURSING SCHOLARSHIP 4,000
    WORCESTER STATE COLLEGE
    486 CHANDLER STREET
    WORCESTER,MA01602     		  PC NURSING SCHOLARSHIP 2,000
    Total .................................bullet 3a 5,039,658
    bApproved for future payment
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 75,000
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PC INCREASE ACCESS TO BEHAVIORAL HEALTHCARE FOR SPANISH SPEAKING INDIVIDUALS AND FAMILIES 25,000
    BELLINGHAM PUBLIC SCHOOLS
    4 MECHANIC STREET
    BELLINGHAM,MA02019     		  PC BPS CHILD AND YOUTH MENTAL HEALTH GRANT 22,600
    CHICA PROJECT
    1266 FURNACE BROOK PKWY
    QUINCY,MA02169     		  PC STRENGTHENING THE MENTAL HEALTH OF LATINX AND OTHER YOUNG WOMEN OF COLOR IN THE FRAMINGHAM PUBLIC SCHOOLS 20,285
    DE NOVO CENTER FOR JUSTICE & HEALING
    47 THORNDIKE STREET SB-LL-1
    CAMBRIDGE,MA02141     		  PC LEGAL MENTAL HEALTH TEAM PILOT PROJECT 27,789
    DOC WAYNE YOUTH SERVICES INC
    418 COMMONWEALTH AVENUE
    BOSTON,MA02215     		  PC CHALK TALK GROUP THERAPY 25,000
    EDUCATION DEVELOPMENT CENTER INC
    300 FIFTH AVENUE SUITE 2010
    WALTHAM,MA02451     		  PC 2023 METROWEST ADOLESCENT HEALTH SURVEY 380,433
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    115 NORTHEAST CUTOFF BLDG 2 SUITE
    200
    WORCESTER,MA01606     		  PC BASIC HEALTH NEEDS - ORAL HEALTH 50,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    115 NORTHEAST CUTOFF BLDG 2 SUITE
    200
    WORCESTER,MA01606     		  PC BASIC HEALTH NEEDS - PRIMARY MEDICAL CARE 175,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    115 NORTHEAST CUTOFF BLDG 2 SUITE
    200
    WORCESTER,MA01606     		  PC BASIC HEALTH NEEDS - PRESCRIPTION ASSISTANCE 300,000
    EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
    115 NORTHEAST CUTOFF BLDG 2 SUITE
    200
    WORCESTER,MA01606     		  PC MILFORD HEALTH CENTER 250,000
    FAMILY PROMISE METROWEST
    6 MULLIGAN STREET
    NATICK,MA01760     		  PC COACHING FAMILIES TO SUSTAINABILITY 25,000
    FRAMINGHAM HEALTH DEPARTMENT
    150 CONCORD STREET SUITE 221
    FRAMINGHAM,MA01702     		  PC FATAL OVERDOSE GRIEF OUTREACH 10,000
    FRAMINGHAM PUBLIC SCHOOLS
    31 FLAGG DRIVE
    FRAMINGHAM,MA01702     		  PC INCREASING MENTAL BEHAVIORAL HEALTH SUPPORTS FOR STUDENTS 50,000
    HEALTH CARE FOR ALL
    ONE FEDERAL STREET
    BOSTON,MA02110     		  PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 25,000
    HOLLISTON COUNCIL ON AGING
    150 GOULDING ST
    HOLLISTON,MA01746     		  PC HOLLISTON'S 55+ COMMUNITY SURVEY 12,500
    HOLLISTON PUBLIC SCHOOLS
    370 HOLLIS STREET
    HOLLISTON,MA01746     		  PC ESTABLISHING A DATA DRIVEN SEL / MH APPROACH 12,500
    HOLLISTON YOUTH & FAMILY SERVICES
    1750 WASHINGTON STREET
    HOLLISTON,MA01746     		  PC INTERNSHIP 2,500
    HOLLISTON YOUTH & FAMILY SERVICES
    1750 WASHINGTON STREET
    HOLLISTON,MA01746     		  PC INTERNSHIP 2,500
    HUDSON BOARD OF HEALTH
    78 MAIN STREET
    HUDSON,MA01749     		  PC METROWEST SHARED PUBLIC HEALTH SERVICES 55,669
    HUMAN RELATIONS SERVICE INC
    11 CHAPEL PLACE
    WELLESLEY,MA02481     		  PC ELECTRONIC HEALTH RECORD SYSTEM AT THE HUMAN RELATIONS SERVICE 37,500
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PC VIRTUAL VISITORS/CARING CONNECTORS 14,878
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PC AFGHAN EVACUEE RESETTLEMENT PROJECT 10,000
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PC CENTRAL/INTEGRATED DATA COLLECTION, STORAGE & ANALYTICS 27,781
    LATINO HEALTH INSURANCE PROGRAM INC
    88 WAVERLY STREET SUITE 150 1ST
    FLOOR
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - INSURANCE ENROLLMENT 50,000
    LOVIN' SPOONFULS INC
    189 WELLS AVE SUITE 100
    NEWTON,MA02459     		  PC BASIC HEALTH NEEDS - FOOD INSECURITY 100,000
    LOVIN' SPOONFULS INC
    189 WELLS AVE SUITE 100
    NEWTON,MA02459     		  PC SECOND METROWEST ROUTE 100,000
    METROWEST FREE MEDICAL PROGRAM
    C/O CONGREGATION BETH EL 105 HUDSON
    ROAD
    SUDBURY,MA01776     		  PC CONNECTIONS TO HEALTH RESOURCES 12,310
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PC BASIC HEALTH NEEDS - SUPPORT SERVICES 75,000
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PC AFGHAN REFUGEE LEGAL ASSISTANCE 18,750
    METROWEST MEDIATION SERVICES
    220 NORTH MAIN ST SUITE 106
    NATICK,MA01760     		  PC HOUSING MEDIATION PROGRAM 37,500
    METROWEST NONPROFIT NETWORK INC
    PO BOX 1661
    FRAMINGHAM,MA01701     		  PC VOICES OF THE COMMUNITY (VTC) 117,358
    MILFORD PUBLIC SCHOOLS
    31 W FOUNTAIN STREET
    MILFORD,MA01757     		  PC MILFORD PUBLIC SCHOOLS TRIANGLE OF SUPPORT: CONNECTING THE SCHOOL, HOME, AND COMMUNITY 10,000
    NATICK SERVICE COUNCIL INC
    2 WEBSTER STREET
    NATICK,MA01760     		  PC STABILITY: CAREER DEVELOPMENT & CASE MANAGEMENT 12,500
    NORTHBOROUGH AND SOUTHBOROUGH PUBLIC SCHOOLS
    53 PARKERVILLE ROAD
    SOUTHBOROUGH,MA01772     		  PC EXPANDING SOCIAL EMOTIONAL LEARNING PROGRAMS IN THE NORTHBOROUGH AND SOUTHBOROUGH SCHOOLS 8,000
    NORTHBOROUGH PUBLIC SCHOOLS
    53 PARKERVILLE ROAD
    SOUTHBOROUGH,MA01772     		  PC IN-PERSON LICENSED CLINICIAN HOURS FOR NORTHBOROUGH PUBLIC SCHOOLS 75,000
    RIA HOUSE INC - READYINSPIREACT
    330 COCHITUATE ROAD 1784
    FRAMINGHAM,MA01701     		  PC STRENGTHENING BEHAVIORAL HEALTH SERVICES FOR SURVIVORS AND TRAINING FOR CLINICAL STUDENTS 15,000
    RIVERSIDE COMMUNITY CARE
    270 BRIDGE STREET SUITE 301
    DEDHAM,MA02026     		  PC BASIC HEALTH NEEDS - BEHAVIORAL HEALTH 100,000
    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 CLIENT DATA SYSTEMS CONSOLIDATION INITIATIVE 20,000
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PC SMOC WEBSITE ACCESSIBILITY REDESIGN 37,500
    SPARK KINDNESS INC
    PO BOX 823
    NATICK,MA01760     		  PC BUILDING SPARKS ORGANIZATIONAL CAPACITY WHILE FOSTERING CONNECTION + POSITIVE HEALTH OUTCOMES 24,990
    TRI-VALLEY ELDER SERVICES
    10 MILL STREET
    DUDLEY,MA01571     		  PC CLINICAL CARE COORDINATOR 12,500
    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 REDUCING HOMELESSNESS AMONG LATINX YOUTH AND YOUNG ADULTS 25,000
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PC RACIAL TRAUMA TRAINING AND ARC MODEL IMPLEMENTATION AT WAYSIDE 25,000
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK INC
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PC EDUCATING GRANT RECIPIENTS AROUND DIVERSITY, EQUITY, AND INCLUSION TO BETTER ADDRESS HEALTH EQUITY ISSUES 10,974
    WESTBOROUGH PUBLIC SCHOOLS
    45 WEST MAIN STREET
    WESTBOROUGH,MA01581     		  PC UNIVERSAL SCREENING AT WESTBOROUGH HIGH SCHOOL 43,215
    WOMEN MAKE MOVIES
    115 WEST 29TH STREET SUITE 1200
    NEW YORK,NY10001     		  PC RECOVERY CITY DOCUMENTARY 6,000
    Total .................................bullet 3b 2,798,532
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 3,879,815  
    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 5,426,739 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,426,739
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    METROWEST HEALTH FOUNDATION INC
          		Employer identification number
    04-2121342
    Part I
    Contributors
    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

    		$ 32,051


    (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

    		$ 290,076


    (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

    		$ 24,932


    (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

    		$ 16,659


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 39,725 0 0 39,725

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

    TY 2021 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   148,467 141,649 SL 0 % 0 0 0  

    TY 2021 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- $290,0762. CLARK TRUST C/O BANK OF AMERICA- $24,9323. SARAH WHITE TRUST C/O BANK OF AMERICA- $16,659

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GLOBAL EQUITIES - EQUITIES 19,183,819 19,183,819
    US EQUITIES - EQUITIES 22,692,394 22,692,394

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    US Government Securities - End of Year Book Value:

    4,997,052
    US Government Securities - End of Year Fair Market Value:

    4,997,052
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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 7,958,826 7,958,826
    BOND FUNDS - FIXED INCOME FMV 3,350,043 3,350,043
    HEDGE FUNDS - ALTERNATIVE INVESTMENTS FMV 21,460,615 21,460,615
    REAL ESTATE FUND - ALTERNATIVE INVESTMENTS FMV 10,806,758 10,806,758

    TY 2021 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 148,467 141,649 6,818  


    TY 2021 LegalFeesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 500 0 0 500


    TY 2021 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 8,405,193 6,732,924 6,732,924


    TY 2021 OtherDecreasesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 19,771,389
    LOSS ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1,672,269


    TY 2021 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 64,731 0 0 64,731
    INSURANCE 9,034 0 0 9,034
    EQUIPMENT RENTAL 6,831 0 0 6,831
    OFFICE SUPPLIES AND SUPPORT 41,947 0 0 41,947
    INVESTMENT FEES 455,203 455,203 0 0


    TY 2021 OtherIncreasesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Description Amount
    CHANGE IN DEFERRED EXCISE TAXES 274,822


    TY 2021 OtherLiabilitiesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 563,450 281,619
    FUNDS HELD FOR OTHERS 1,748,932 1,665,751


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 178,797 89,289 0 89,508


    TY 2021 ReductionExplanationStatement
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Explanation:
    THE VALUE OF THE ASSET BEFORE THE REDUCTION CLAIMED ABOVE AS OF SEPTEMBER 30, 2022 WAS $6,732,924. 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).

    TY 2021 TaxesSchedule
    Name:
    METROWEST HEALTH FOUNDATION INC
    EIN:
    04-2121342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX EXPENSE 60,854 0 0 0