Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
ONE MERCANTILE STREET 010
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WORCESTER, MA01608
D Employer identification number

04-2572276
E Telephone number

G Gross receipts $ 78,728,288
F Name and address of principal officer:
PETER DUNN
ONE MERCANTILE STREET 010
WORCESTER,MA01608
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.GREATERWORCESTER.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1975
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO ENHANCE OUR WORCESTER COUNTY COMMUNITY, NOW AND IN THE FUTURE, THROUGH PHILANTHROPIC LEADERSHIP.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 20
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 15
6 Total number of volunteers (estimate if necessary) ............. 6 356
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 11,134,837 6,914,568
9 Program service revenue (Part VIII, line 2g) ......... 313,721 381,203
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,268,584 7,553,729
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12,077 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 13,729,219 14,849,500
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,876,784 8,528,859
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,417,410 1,931,820
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 759,198    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,660,270 2,349,617
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 12,954,464 12,810,296
19 Revenue less expenses. Subtract line 18 from line 12....... 774,755 2,039,204
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 206,196,649 227,398,849
21 Total liabilities (Part X, line 26)............. 47,251,012 56,129,163
22 Net assets or fund balances. Subtract line 21 from line 20..... 158,945,637 171,269,686
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO ENHANCE OUR WORCESTER COUNTY COMMUNITY, NOW AND IN THE FUTURE, THROUGH PHILANTHROPIC LEADERSHIP.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 5,066,575 including grants of $ 4,027,719 ) (Revenue $ 381,203 )
DONOR ADVISED, AGENCY AND DESIGNATED GRANTMAKING: FORMALLY STRUCTURED TO ALLOW THE DONOR TO GRANT FROM THEIR FUND TO SPECIFIED CHARITABLE ORGANIZATIONS. THESE FUNDS MAY BE EITHER ENDOWED AND NON-ENDOWED.
4b (Code:   ) (Expenses $ 3,898,303 including grants of $ 3,024,622 ) (Revenue $   )
DISCRETIONARY AND FIELD OF INTEREST GRANTMAKING: THESE FUNDS HAVE NO DONOR RELATED RESTRICTIONS ON THEIR GRANT PURPOSE. THE FOUNDATION SELECTS THE GRANTEES BASED ON THE RELATED FUND'S GENERAL OBJECTIVES, THIS MAY INCLUDE A COMPETITIVE PROCESS FOR AWARDS. THESE FUNDS ARE TYPICALLY ENDOWED.
4c (Code:   ) (Expenses $ 2,529,049 including grants of $ 1,476,518 ) (Revenue $   )
OTHER PROGRAM SERVICES INCLUDE: COMMUNITY LEADERSHIP SERVICES, NON-PROFIT MANAGEMENT EDUCATION AND SUPPORT, DONOR EDUCATION AND OPERATING ACTIVITIES.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses11,493,927
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
18
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
15
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
20
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
20
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
MA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
THE ORGANIZATIONONE MERCANTILE STREET 010   WORCESTER,MA01608 (508) 755-0980
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) THOMAS J BARTHOLOMEW......................................................................
CHAIR
 2.00
.................
  		X   X       0 0 0
(2) SATYA B MITRA......................................................................
CHAIR ELECT
 2.00
.................
  		X   X       0 0 0
(3) MARIA A HESKES-ALLARD......................................................................
TREASURER
 2.00
.................
  		X   X       0 0 0
(4) JOYCELYN AUGUSTUS......................................................................
CLERK
 2.00
.................
  		X   X       0 0 0
(5) JENNIFER DAVIS CAREY......................................................................
DIRECTOR (UNTIL 6/2024)
 1.00
.................
  		X           0 0 0
(6) MICHAEL ANGELINI......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(7) LINDA CAMMUSO......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(8) CHRISTOPHER W MCCARTHY......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(9) SONIA PAULINO......................................................................
DIRECTOR (UNTIL 6/2024)
 1.00
.................
  		X           0 0 0
(10) KIMBERLY M SALMON......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(11) ERIC TORKORNOO......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(12) CHE ANDERSON......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(13) GERMAN CHIRIBOGA......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(14) RONALD WADDELL......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(15) VALERIE ZOLEZZI-WYNDHAM......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(16) NAOMI SLEEPER......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(17) ANN TRIPP......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) DENNIS F KERRIGAN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(19) MARYBETH CAMPBELL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(20) KOLA AKINDELE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(21) CHRISTINE CASSIDY........................................................................
DIRECTOR (AS OF 6/2024)
 1.00
.......................   		X           0 0 0
(22) LISA MCDONOUGH........................................................................
DIRECTOR (AS OF 6/2024)
 1.00
.......................   		X           0 0 0
(23) PETER DUNN........................................................................
PRESIDENT & CEO
 37.50
.......................   		    X       298,665 0 44,787
(24) JONATHAN COHEN........................................................................
VICE PRESIDENT COMMUNITY IMPACT
 37.50
.......................   		    X       134,375 0 33,216
(25) KELLY STIMSON........................................................................
VP PHILANTHROPY
 37.50
.......................   		    X       141,990 0 20,576
(26) SANDRA FLYNN........................................................................
VP OF FINANCE & ADMIN (AS OF 4/2024)
 37.50
.......................   		    X       110,489 0 17,697
(27) DIANE ALLAIN........................................................................
VP OF FINANCE & ADMIN (UNTIL 4/2024)
 37.50
.......................   		    X       53,486 0 3,559
(28) MELODY MACLEAN........................................................................
DIRECTOR OF COMMUNICATIONS
 37.50
.......................   		        X   114,537 0 30,300




1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 853,542 0 150,135
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 390,929
f All other contributions, gifts, grants, and similar amounts not included above1f 6,523,639
g Noncash contributions included in lines 1a - 1f:$ 1g 523,226
h Total. Add lines 1a-1f....... 6,914,568
Program Service RevenueAmt Business Code
2a AGENCY FUND FEES 523000 381,203 381,203    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 381,203
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 2,626,183     2,626,183
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 68,806,334  
b Less: cost or other basis and sales expenses 7b 63,878,788  
c Gain or (loss) 7c 4,927,546  
d Net gain or (loss)......... 4,927,546     4,927,546
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 14,849,500 381,203 0 7,553,729
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 8,508,079 8,508,079
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 20,780 20,780
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 892,035 361,436 174,935 355,664
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 697,610 517,357 109,759 70,494
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 72,542 48,670 13,643 10,229
9 Other employee benefits ....... 144,002 84,003 26,777 33,222
10 Payroll taxes ........... 125,631 70,353 22,614 32,664
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 15,439   15,439  
c Accounting ........... 45,915 25,712 8,265 11,938
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 1,329,867 1,329,867    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 320,384 179,389 57,680 83,315
12 Advertising and promotion .... 96,301 53,929 17,334 25,038
13 Office expenses ....... 129,933 72,762 23,388 33,783
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 95,809 53,619 17,325 24,865
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 66,401 37,185 11,952 17,264
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 16,021   16,021  
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a OTHER EXPENSES 107,234 60,051 19,302 27,881
b SOFTWARE LICENSING AND 81,038 45,381 14,587 21,070
c MEMBERSHIPS AND SUBSCRI 31,077 17,403 5,594 8,080
d TEMPORARY HELP 14,198 7,951 2,556 3,691
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 12,810,296 11,493,927 557,171 759,198
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 830,095 1 2,734,489
2 Savings and temporary cash investments ......... 2,804,300 2 3,061,535
3 Pledges and grants receivable, net ...... 876,391 3 18,518
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7 400,997
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 70,821 9 60,666
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 94,810
b Less: accumulated depreciation 10b 69,474 39,134 10c 25,336
11 Investments—publicly traded securities . 101,058,860 11 109,396,066
12 Investments—other securities. See Part IV, line 11 ..... 100,048,175 12 111,301,182
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 468,873 15 400,060
16 Total assets. Add lines 1 through 15 (must equal line 33)... 206,196,649 16 227,398,849
Liabilities 17 Accounts payable and accrued expenses ..... 203,002 17 173,959
18 Grants payable ... 195,000 18 1,502,150
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 46,853,010 25 54,453,054
26 Total liabilities. Add lines 17 through 25.. 47,251,012 26 56,129,163
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 7,851,932 27 10,256,206
28 Net assets with donor restrictions ........... 151,093,705 28 161,013,480
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 158,945,637 32 171,269,686
33 Total liabilities and net assets/fund balances ........ 206,196,649 33 227,398,849
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
14,849,500
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
12,810,296
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
2,039,204
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
158,945,637
5
Net unrealized gains (losses) on investments ...............
5
19,135,142
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
-811,750
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-8,038,547
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
171,269,686
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC
Employer identification number

04-2572276
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 13,163,124 12,891,363 15,178,162 11,134,837 6,914,568 59,282,054
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 13,163,124 12,891,363 15,178,162 11,134,837 6,914,568 59,282,054
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. 8,248,542
6 Public support. Subtract line 5 from line 4. 51,033,512
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 13,163,124 12,891,363 15,178,162 11,134,837 6,914,568 59,282,054
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,703,920 2,788,716 2,233,669 2,569,815 2,626,183 11,922,303
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 71,204,357
12
12
2,152,278
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
71.670 %
15
15
72.810 %
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC
Employer identification number

04-2572276
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC 		Employer identification number
04-2572276
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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.)
(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC 		Employer identification number

04-2572276
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC 		Employer identification number

04-2572276
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC
Employer identification number

04-2572276
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
3,600
j
Total. Add lines 1c through 1i ....................................................................................................
3,600
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: MEMBERSHIP DUES PAID TO AN ORGANIZATION THAT CONDUCTS LOBBYING ACTIVITIES ON BEHALF OF THE FOUNDATION
Schedule C (Form 990) 2024


Additional Data


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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC
Employer identification number

04-2572276
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 104  
2 Aggregate value of contributions to (during year) 962,374  
3 Aggregate value of grants from (during year) 1,588,703  
4 Aggregate value at end of year ........ 20,687,146  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 131,091,217 110,816,955 134,888,044 121,400,888 115,823,376
b Contributions ... 1,111,807 5,626,365 1,854,354 2,673,311 323,454
c Net investment earnings, gains, and losses 16,417,339 20,233,262 -19,605,393 15,213,259 11,850,788
d Grants or scholarships ... 5,508,672 3,751,794 4,538,442 2,374,658 5,018,455
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses .... 2,977,779 1,833,571 1,781,608 2,024,756 1,578,275
g End of year balance ...... 140,133,912 131,091,217 110,816,955 134,888,044 121,400,888
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow73.500 %
c
Term endowment right arrow26.500 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   10,844 1,549 9,295
d Equipment ....   83,966 67,925 16,041
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 25,336
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) DOMESTIC EQUITIES		 43,064,117 F

(B) INTERNATIONAL EQUITIES		 7,790,271 F

(C) HEDGED EQUITY		 53,069,136 F

(D) REAL ASSET FUNDS		 7,377,658 F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 111,301,182
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
AGENCY FUND LIABILITY 53,225,772
SPLIT INTEREST AGREEMENTS 816,775
OPERATING LEASE LIABILITY 410,507






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 54,453,054
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 23,496,419
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 19,135,142
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d -9,158,356
e Add lines 2a through 2d ..................... 2e 9,976,786
3 Subtract line 2e from line 1.................. 3 13,519,633
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 1,329,867
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 1,329,867
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 14,849,500
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 10,360,620
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d -1,119,809
e Add lines 2a through 2d.................... 2e -1,119,809
3 Subtract line 2e from line 1................... 3 11,480,429
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 1,329,867
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c 1,329,867
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 12,810,296
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2024. THE FOUNDATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -14,192. INVESTMENT RETURN FOR AGENCY ENDOWMENTS -5,902,836. GIFTS AND DONATIONS FOR AGENCY ENDOWMENTS -3,241,328.
PART XII, LINE 2D - OTHER ADJUSTMENTS: DISTRIBUTIONS FOR AGENCY FUNDS -1,119,809.
Schedule D (Form 990) (Rev. 1-2025)


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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC
Employer identification number
04-2572276
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) 19 CARTER
19 CARTER STREET
BERLIN,MA01503 		30-0515317 501(C)(3) 9,500 0     ARTS, CULTURE & HUMANITIES
(2) 2GETHER WE EAT
PO BOX 121
WORCESTER,MA01613 		85-2778948 501(C)(3) 12,500 0     FOOD, AGRICULTURE & NUTRITION
(3) 508 FOREVER YOUNG INC
104 CISCO STREET
SOUTHBRIDGE,MA01550 		83-2972057 501(C)(3) 10,000 0     YOUTH DEVELOPMENT
(4) ABBY'S HOUSE
52 HIGH STREET
WORCESTER,MA016092409 		04-2648411 501(C)(3) 114,765 0     HOUSING & SHELTER
(5) AFRICAN COMMUNITY EDUCATION PROGRAM (ACE)
51 GAGE STREET
WORCESTER,MA01605 		14-1970474 501(C)(3) 31,000 0     EDUCATION
(6) AIDS PROJECT WORCESTER
165 SOUTHBRIDGE STREET
WORCESTER,MA01608 		04-2970467 501(C)(3) 10,410 0     HEALTH CARE
(7) ALL SAINTS EPISCOPAL CHURCH
10 IRVING STREET
WORCESTER,MA016093210 		31-1629166   23,896 0     RELIGION-RELATED
(8) AMERICAN ANTIQUARIAN SOCIETY
185 SALISBURY STREET
WORCESTER,MA016091636 		04-2103652 501(C)(3) 30,446 0     ARTS, CULTURE & HUMANITIES
(9) ANSAAR OF WORCESTER
26 SHREWSBURY STREET
WEST BOYLSTON,MA015832104 		82-1371776 501(C)(3) 27,500 0     HUMAN SERVICES
(10) ART IN THE PARK WORCESTER
PO BOX 20603
WORCESTER,MA01602 		22-3217131 501(C)(3) 10,000 0     ARTS, CULTURE & HUMANITIES
(11) ARTSWORCESTER
44 PORTLAND STREET
WORCESTER,MA016082023 		04-2768202 501(C)(3) 52,618 0     ARTS, CULTURE & HUMANITIES
(12) ASCENTRIA COMMUNITY SERVICES INC
261 SHEEP DAVIS ROAD SUITE A-1
CONCORD,NH03301 		04-3566243 501(C)(3) 20,000 0     HUMAN SERVICES
(13) ASSUMPTION UNIVERSITY
500 SALISBURY STREET
WORCESTER,MA016091296 		04-2105776   104,650 0     EDUCATION
(14) BABSON COLLEGE
STUDENT FINANCIAL SERVICES
BABSON PARK,MA024570310 		04-2103544   10,000 0     EDUCATION
(15) BANCROFT SCHOOL
110 SHORE DRIVE
WORCESTER,MA016053198 		04-2103861   67,145 0     EDUCATION
(16) BE LIKE BRIT FOUNDATION INC
66 PULLMAN ST
WORCESTER,MA01606 		27-1857525 501(C)(3) 21,000 0     HUMAN SERVICES
(17) BIG BROTHERSBIG SISTERS OF CENTRAL MASSMETROWEST INC
18 CHESTNUT ST
WORCESTER,MA016081556 		04-2317926 501(C)(3) 14,420 0     YOUTH DEVELOPMENT
(18) BOYLSTON PUBLIC LIBRARY
695 MAIN STREET
BOYLSTON,MA015051399 		22-2474855 501(C)(3) 32,250 0     EDUCATION
(19) BOYS & GIRLS CLUB OF WEBSTER-DUDLEY
55 OXFORD AVENUE
DUDLEY,MA01571 		04-2238069 501(C)(3) 10,000 0     YOUTH DEVELOPMENT
(20) BOYS & GIRLS CLUB OF WORCESTER
65 BOYS GIRLS CLUB WAY
WORCESTER,MA016102520 		04-2105851 501(C)(3) 82,257 0     YOUTH DEVELOPMENT
(21) CASITA CULTURA LATINA
56 WILLIAMS STREET
WORCESTER,MA01609 		88-3675966 501(C)(3) 15,000 0     COMMUNITY IMPROVEMENT & CAPACITY BUILDING
(22) CATHOLIC CHARITIES OF THE DIOCESE OF WORCESTER
10 HAMMOND STREET
WORCESTER,MA01610 		04-2103979 501(C)(3) 15,000 0     HUMAN SERVICES
(23) CENTER FOR FAMILY CONNECTION
30 TYLER PRENTICE RD
WORCESTER,MA01605 		87-2650254 501(C)(3) 10,000 0     HUMAN SERVICES
(24) CENTER FOR HEALTH IMPACT
35 HARVARD STREET SUITE 300
WORCESTER,MA016092828 		04-2775264 501(C)(3) 7,500 0     HEALTH CARE
(25) CENTER FOR WOMEN & ENTERPRISE- BOSTON
44 SCHOOL STREET RM 200
BOSTON,MA021084209 		04-3256236 501(C)(3) 10,000 0     HUMAN SERVICES
(26) CENTRAL MASSACHUSETTS HOUSING ALLIANCE INC
6 INSTITUTE ROAD
WORCESTER,MA01609 		04-2791448 501(C)(3) 19,600 0     HOUSING & SHELTER
(27) CENTRAL NEW ENGLAND EQUINE RESCUE
96 NEW BRAINTREE RD
WEST BROOKFIELD,MA01585 		42-1608505 501(C)(3) 5,408 0     ANIMAL RELATED
(28) CHILDREN'S FRIEND AN AFFILIATE OF SEVEN HILLS FOUNDATION
135 GOLD STAR BLVD
WORCESTER,MA016062738 		04-2105856 501(C)(3) 5,582 0     HUMAN SERVICES
(29) CHURCH ON THE HILL UCC
55 MAIN ST
LENOX,MA01240 		04-2433953   132,500 0     RELIGION-RELATED
(30) CITY OF WORCESTER
455 MAIN STREET
WORCESTER,MA01608 		04-6001418 GOV'T 36,000 0     PUBLIC & SOCIETAL BENEFIT
(31) CITY OF WORCESTER DEPT OF PARKS RECREATION & CEMETERY FORESTRY DIVISION
50 OFFICER MANNY FAMILIA WAY
WORCESTER,MA01605 		04-6001418 GOV'T 8,350 0     PUBLIC & SOCIETAL BENEFIT
(32) CLARK UNIVERSITY
950 MAIN STREET
WORCESTER,MA01610 		04-2111203   7,425 0     EDUCATION
(33) COALITION FOR A HEALTHY GREATER WORCESTER
18 CHESTNUT STREET SUITE 500
WORCESTER,MA01608 		04-2382160 501(C)(3) 20,000 0     HEALTH CARE
(34) COMMUNITY HARVEST PROJECT
37 WHEELER ROAD
NORTH GRAFTON,MA015361104 		04-3424018 501(C)(3) 23,920 0     FOOD, AGRICULTURE & NUTRITION
(35) COMMUNITY HEALTH AWARENESS NETWORK GROWS EQUITY (CHANGE)
51 GAGE STREET
WORCESTER,MA016053014 		83-3277432 501(C)(3) 17,500 0     HEALTH CARE
(36) COMMUNITY HEALTHLINK
72 JAQUES AVE
WORCESTER,MA01610 		04-2626179 501(C)(3) 6,012 0     HEALTH CARE
(37) COMMUNITY LEGAL AID INC
370 MAIN ST STE 200
WORCESTER,MA016081748 		04-2446242 501(C)(3) 33,950 0     CRIME & LEGAL-RELATED
(38) COMMUNITY SERVINGS
179 ARMORY STREET
JAMAICA PLAIN,MA02130 		22-3154028 501(C)(3) 12,810 0     FOOD, AGRICULTURE & NUTRITION
(39) CREATIVE HUB WORCESTER
653 MAIN STREET
WORCESTER,MA01608 		81-2613929 501(C)(3) 9,000 0     ARTS, CULTURE & HUMANITIES
(40) CROCODILE RIVER MUSIC
44 PORTLAND STREET 7TH FLOOR
WORCESTER,MA01608 		87-4613875 501(C)(3) 70,400 0     ARTS, CULTURE & HUMANITIES
(41) DCF MASSACHUSETTS WONDERFUND INC
600 WASHINGTON STREET 6TH FLOOR
BOSTON,MA021111744 		04-3443890 501(C)(3) 25,000 0     HUMAN SERVICES
(42) DEJA NEW LEICESTER INC
100 SOUTH MAIN STREET
LEICESTER,MA01524 		85-2381079 501(C)(3) 6,000 0     PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
(43) DIGNITY MATTERS INC
PO BOX 1262
WESTBOROUGH,MA01581 		81-4572839 501(C)(3) 15,300 0     HUMAN SERVICES
(44) DIOCESE OF WORCESTER
49 ELM STREET
WORCESTER,MA01609 		04-2106686 501(C)(3) 18,015 0     RELIGION-RELATED
(45) DISMAS HOUSE OF MASSACHUSETTS INC
30 RICHARDS STREET
WORCESTER,MA01603 		54-2075825 501(C)(3) 23,000 0     HUMAN SERVICES
(46) DRESS FOR SUCCESS WORCESTER INC
120 STAFFORD ST STE A
WORCESTER,MA016031461 		26-3168663 501(C)(3) 13,320 0     EMPLOYMENT
(47) EAST DOUGLAS EVERGREEN CEMETERY COMPANY
53 SOUTHEAST MAIN STREET
DOUGLAS,MA015162019 		04-6002475 501(C)(3) 9,491 0     HUMAN SERVICES
(48) ECOTARIUM (WORCESTER NATURAL HISTORY SOCIETY)
222 HARRINGTON WAY
WORCESTER,MA01604 		04-2105868 501(C)(3) 545,611 0     ARTS, CULTURE & HUMANITIES
(49) EDWARD M KENNEDY COMMUNITY HEALTH CENTER
115 NE CUTOFF BUILDING 2
WORCESTER,MA01606 		04-2513817 501(C)(3) 22,115 0     HEALTH CARE
(50) EDWARD STREET CHILD SERVICES
50 PORTLAND STREET
WORCESTER,MA01608 		04-2133874 501(C)(3) 38,800 0     EDUCATION
(51) EL BUEN SAMARITANO FOOD PROGRAM
39 PIEDMONT STREET
WORCESTER,MA01610 		04-3117161 501(C)(3) 29,500 0     FOOD, AGRICULTURE & NUTRITION
(52) EL SALON
5 WESBY ST
WORCESTER,MA01609 		05-0566468 501(C)(3) 7,000 0     ARTS, CULTURE & HUMANITIES
(53) ELDER SERVICES OF WORCESTER AREA INC
67 MILLBROOK STREET
WORCESTER,MA01606 		04-2545221 501(C)(3) 27,649 0     HEALTH CARE
(54) ELLIE FUND
200 RESERVOIR STREET SUITE 300
NEEDHAM,MA02494 		04-3280390 501(C)(3) 15,000 0     HEALTH CARE
(55) EMPOWER CHILDREN FOR SUCCESS
44 TOWNSEND STREET
FITCHBURG,MA01420 		36-2154972 501(C)(3) 19,500 0     YOUTH DEVELOPMENT
(56) FAMILY HEALTH CENTER OF WORCESTER
26 QUEEN STREET
WORCESTER,MA01610 		04-2485308 501(C)(3) 19,570 0     HEALTH CARE
(57) FAMILY SERVICES OF CENTRAL MASSACHUSETTS AN AFFILIATE OF SEVEN HILLS FOUND
799 WEST BOYLSTON STREET
WORCESTER,MA01606 		04-2103767 501(C)(3) 16,216 0     HUMAN SERVICES
(58) FIRST UNITARIAN CHURCH
90 MAIN STREET
WORCESTER,MA016081173 		04-2125013   28,325 0     RELIGION-RELATED
(59) FITCHBURG CULTURAL ALLIANCE INC
PO BOX 2587
FITCHBURG,MA01420 		22-2571430 501(C)(3) 10,000 0     ARTS, CULTURE & HUMANITIES
(60) FITCHBURG STATE UNIVERSITY FOUNDATION INC
160 PEARL STREET
FITCHBURG,MA01420 		04-2661048 501(C)(3) 50,000 0     EDUCATION
(61) FREE WORCESTER
14 RUPERT ST
WORCESTER,MA01602 		83-0882346 501(C)(3) 7,000 0     HUMAN SERVICES
(62) FRESH START FURNITURE BANK
16 BRENT DRIVE
HUDSON,MA017492904 		46-2512827 501(C)(3) 18,000 0     HOUSING & SHELTER
(63) FRIENDLY HOUSE
36 WALL STREET
WORCESTER,MA01604 		04-2104239 501(C)(3) 41,000 0     HUMAN SERVICES
(64) FRIENDS OF GALE FREE LIBRARY
23 HIGHLAND STREET
HOLDEN,MA01520 		22-3021983 501(C)(3) 30,000 0     EDUCATION
(65) FRIENDS OF HOPE CEMETERY
119 WEBSTER STREET
WORCESTER,MA016031915 		04-3145864 501(C)(3) 64,000 0     ENVIRONMENT
(66) FRIENDS OF ST LUKE'S INC
141 MAIN STREET
SOUTHBRIDGE,MA01550 		81-5437066 501(C)(3) 7,500 0     HOUSING & SHELTER
(67) FRIENDS OF THE GLADYS E KELLY PUBLIC LIBRARY
2 LAKE ST
WEBSTER,MA01570 		14-1930471 501(C)(3) 50,000 0     EDUCATION
(68) FRIENDS OF THE LENOX MEETING HOUSE INC
PO BOX 1871
LENOX,MA01240 		99-3479377 501(C)(3) 35,712 0     HUMAN SERVICES
(69) FRIENDS OF THE STONE CHURCH
PO BOX 347
GILBERTVILLE,MA01031 		47-4575235 501(C)(3) 7,500 0     RELIGION-RELATED
(70) GARDNER COMMUNITY ACTION COMMITTEE INC
294 PLEASANT STREET
GARDNER,MA01440 		51-0140428 501(C)(3) 10,000 0     COMMUNITY IMPROVEMENT & CAPACITY BUILDING
(71) GENESIS CLUB HOUSE INC
274 LINCOLN STREET
WORCESTER,MA016052106 		04-2983234 501(C)(3) 38,500 0     MENTAL HEALTH & CRISIS INTERVENTION
(72) GINNY'S HELPING HAND INC
52 MECHANIC STREET
LEOMINSTER,MA01453 		04-3556937 501(C)(3) 17,000 0     FOOD, AGRICULTURE & NUTRITION
(73) GIRL SCOUTS OF CENTRAL AND WESTERN MA
115 CENTURY DRIVE
WORCESTER,MA01606 		04-2103856 501(C)(3) 23,775 0     YOUTH DEVELOPMENT
(74) GIRLS INCORPORATED OF WORCESTER
125 PROVIDENCE STREET
WORCESTER,MA016045411 		04-2123666 501(C)(3) 51,920 0     HUMAN SERVICES
(75) GOOD NEWS MESSENGERS DBA ESTHER'S PLACE
5550 SINCLAIR ROAD
COLUMBUS,OH43229 		31-1366744 501(C)(3) 20,000 0     HUMAN SERVICES
(76) GROWING PLACES GARDEN PROJECT
325 LINDELL AVENUE
LEOMINSTER,MA01453 		10-0004885 501(C)(3) 27,000 0     FOOD, AGRICULTURE & NUTRITION
(77) GUARDIANS OF TRADITION
145 FRONT STREET
WORCESTER,MA01608 		85-1645250 501(C)(3) 12,500 0     ARTS, CULTURE & HUMANITIES
(78) GUILD OF ST AGNES
19 HARVARD STREET
WORCESTER,MA01609 		04-2104267 501(C)(3) 7,500 0     EDUCATION
(79) HALE YMCA YOUTH AND FAMILY CENTER
9 TECHNOLOGY PARK DRIVE
PUTNAM,CT06260 		06-0881325 501(C)(3) 69,950 0     HUMAN SERVICES
(80) HEALTH CARE FOR ALL MASSACHUSETTS
70 FRANKLIN STREET
BOSTON,MA02110 		04-3071598 501(C)(3) 10,000 0     HEALTH CARE
(81) HEART OF NEW ENGLAND COUNCIL SCOUTING AMERICA
394 PLEASANTDALE ROAD
RUTLAND,MA01543 		04-2349692 501(C)(3) 9,864 0     YOUTH DEVELOPMENT
(82) HILLSIDE SCHOOL
404 ROBIN HILL ROAD
MARLBOROUGH,MA01752 		04-2111216   6,336 0     EDUCATION
(83) HOLDEN HISTORICAL SOCIETY INC
1157 MAIN STREET
HOLDEN,MA01520 		04-2615302 501(C)(3) 13,450 0     ARTS, CULTURE & HUMANITIES
(84) HORIZONS FOR HOMELESS CHILDREN
1785 COLUMBUS AVENUE
ROXBURY,MA02119 		22-2915188 501(C)(3) 7,500 0     HOUSING & SHELTER
(85) IN THE HOUR OF NEED FAMILY SHELTER
91 JUNE STREET
WORCESTER,MA01602 		04-2104239 501(C)(3) 7,800 0     HOUSING & SHELTER
(86) INNER VOICE OUTER CHANGE
114 WATER TOWER PLAZA
LEOMINSTER,MA01453 		92-3513709 501(C)(3) 12,500 0     HUMAN SERVICES
(87) INNOVATION LEARNING CENTER
11 JASPER STREET EXTENSION
WESTBOROUGH,MA01581 		47-2748316 501(C)(3) 10,000 0     EDUCATION
(88) JANE FUND OF CENTRAL MASSACHUSETTS
166 HOLDEN STREET
HOLDEN,MA015200562 		91-1811542 501(C)(3) 51,175 0     HEALTH CARE
(89) JEREMIAH'S INN
1059 MAIN STREET
WORCESTER,MA01603 		22-2567080 501(C)(3) 20,200 0     HOUSING & SHELTER
(90) JEWISH FEDERATION OF CENTRAL MASSACHUSETTS
646 SALISBURY STREET
WORCESTER,MA016091121 		04-2104363 501(C)(3) 59,775 0     RELIGION-RELATED
(91) JOY OF MUSIC PROGRAM INC
1 GORHAM STREET
WORCESTER,MA016053626 		04-3055099 501(C)(3) 62,400 0     ARTS, CULTURE & HUMANITIES
(92) LEGENDARY LEGACIES INC
40 SOUTHBRIDGE STREET
WORCESTER,MA01608 		82-4456424 501(C)(3) 10,000 0     HUMAN SERVICES
(93) LEICESTER COUNCIL ON AGING
LEICESTER SENIOR CENTER
LEICESTER,MA015241113 		04-6001197 501(C)(3) 5,500 0     HUMAN SERVICES
(94) LITERACY VOLUNTEERS OF GREATER WORCESTER
WORCESTER PUBLIC LIBRARY
WORCESTER,MA01608 		04-2914294 501(C)(3) 30,000 0     EDUCATION
(95) LITERACY VOLUNTEERS OF SOUTH CENTRAL MASSACHUSETTS
C/O JACOB EDWARDS LIBRARY
SOUTHBRIDGE,MA01550 		02-0725620 501(C)(3) 7,600 0     EDUCATION
(96) LOVE YOUR LABELS
4 E CENTRAL STREET
WORCESTER,MA01613 		83-2749965 501(C)(3) 12,000 0     HUMAN SERVICES
(97) LUCY'S LOVE BUS
PO BOX 464
AMESBURY,MA01913 		20-4036256 501(C)(3) 7,500 0     HEALTH CARE
(98) MAB COMMUNITY SERVICES
ADVANCEMENT OFFICE
ALLSTON,MA02134 		04-2109859 501(C)(3) 13,855 0     HUMAN SERVICES
(99) MAIN SOUTH COMMUNITY DEVELOPMENT CORPORATION
875 MAIN STREET
WORCESTER,MA01610 		04-2921465 501(C)(3) 22,500 0     COMMUNITY IMPROVEMENT & CAPACITY BUILDING
(100) MASS HUMANITIES
66 BRIDGE STREET
NORTHAMPTON,MA01060 		22-2504778 501(C)(3) 10,000 0     CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY
(101) MASSACHUSETTS ADOPTION RESOURCE EXCHANGE
19 NEEDHAM STREET SUITE 206
NEWTON,MA02461 		04-2227431 501(C)(3) 10,000 0     HUMAN SERVICES
(102) MASSACHUSETTS AUDUBON SOCIETY INC
208 SOUTH GREAT ROAD
LINCOLN,MA01773 		04-2104702 501(C)(3) 65,875 0     ENVIRONMENT
(103) MASSACHUSETTS EDUCATION AND CAREER OPPORTUNITIES INC
18 CHESTNUT ST STE 210
WORCESTER,MA01608 		23-7055676 501(C)(3) 7,500 0     PUBLIC & SOCIETAL BENEFIT
(104) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
OFFICE OF THE RECORDING SECRETARY
CAMBRIDGE,MA021394822 		04-2103594   100,000 0     EDUCATION
(105) MASSACHUSETTS WOMEN OF COLOR COALITION
100 GROVE STREET
WORCESTER,MA01605 		86-1481200 501(C)(3) 10,000 0     CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY
(106) MERYL'S SAFE HAVEN
PO BOX 20363
WORCESTER,MA01602 		92-1498053 501(C)(3) 11,000 0     YOUTH DEVELOPMENT
(107) MUSIC MANIA TELEVISION
44 PORTLAND STREET
WORCESTER,MA01608 		05-0566468 501(C)(3) 12,500 0     ARTS, CULTURE & HUMANITIES
(108) MUSIC WORCESTER INC
319 MAIN STREET
WORCESTER,MA016081511 		04-2171207 501(C)(3) 119,499 0     ARTS, CULTURE & HUMANITIES
(109) MUSTARD SEED CATHOLIC WORKERS COMMUNITY
P O BOX 2592
WORCESTER,MA01613 		47-3600849 501(C)(3) 15,000 0     FOOD, AGRICULTURE & NUTRITION
(110) NATIVITY SCHOOL OF WORCESTER
67 LINCOLN STREET
WORCESTER,MA01605 		03-0385377   34,000 0     EDUCATION
(111) NEADS INC
PO BOX 1100
PRINCETON,MA01541 		23-7281887 501(C)(3) 10,650 0     ANIMAL RELATED
(112) NEADY CATS
215 WORCESTER ROAD
STERLING,MA01564 		04-3509327 501(C)(3) 6,490 0     ANIMAL RELATED
(113) NEW DAWN ARTS CENTER INC
84 MAIN STREET
ASHBURNHAM,MA01430 		87-1223027 501(C)(3) 10,000 0     ARTS, CULTURE & HUMANITIES
(114) NEW ENGLAND BOTANIC GARDEN AT TOWER HILL (WORCESTER COUNTY HORTICULTURAL SO
11 FRENCH DRIVE
BOYLSTON,MA01505 		04-1988945 501(C)(3) 227,434 0     ENVIRONMENT
(115) NEW HOPE INC
247 MAPLE STREET
ATTLEBORO,MA02703 		04-2681340 501(C)(3) 7,500 0     HUMAN SERVICES
(116) NEWVUE COMMUNITIES
470 MAIN STREET
FITCHBURG,MA014204292 		04-2690210 501(C)(3) 26,500 0     HOUSING & SHELTER
(117) NORTH ANDOVER SCHOLARSHIP FOUNDATION INC
PO BOX 524
NORTH ANDOVER,MA01845 		04-3272675 501(C)(3) 15,000 0     EDUCATION
(118) NORTH QUABBIN CITIZEN ADVOCACY INC
PO BOX 362
ORANGE,MA01364 		04-3218759 501(C)(3) 10,000 0     HUMAN SERVICES
(119) NORTH STAR FAMILY SERVICES INC
758 MAIN STREET
LEOMINSTER,MA01453 		03-0387748 501(C)(3) 19,000 0     HUMAN SERVICES
(120) NOTRE DAME HEALTH CARE
555 PLANTATION STREET
WORCESTER,MA01605 		04-3108782 501(C)(3) 12,500 0     HEALTH CARE
(121) OPEN DOOR ARTS INC
81 HOPE AVE
WORCESTER,MA01603 		04-2699540   15,000 0     ARTS, CULTURE & HUMANITIES
(122) OPEN SKY COMMUNITY SERVICES
4 MANN STREET
WORCESTER,MA016020243 		04-2701581 501(C)(3) 123,500 0     MENTAL HEALTH & CRISIS INTERVENTION
(123) ORGANIZATION FOR NONPROFIT EXCELLENCE (ONE WORCESTER)
PO BOX 2496
WORCESTER,MA01613 		47-1570314 501(C)(3) 10,500 0     COMMUNITY IMPROVEMENT & CAPACITY BUILDING
(124) ORGANIZATION FOR REFUGEE AND IMMIGRATION SUCCESS (ORIS)
434 LAKE AVE
MANCHESTER,NH03103 		76-0826598 501(C)(3) 20,000 0     HUMAN SERVICES
(125) OUR BRIGHT FUTURE INC
254 LITTLE ALUM ROAD
BRIMFIELD,MA01010 		81-4077496 501(C)(3) 11,000 0     YOUTH DEVELOPMENT
(126) OXFORD ECUMENICAL FOOD SHELF
POBOX 448
NORTH OXFORD,MA01537 		74-3203534 501(C)(3) 7,000 0     HUMAN SERVICES
(127) PAKACHOAG MUSIC SCHOOL OF GREATER WORCESTER
10 IRVING STREET 2ND FLOOR
WORCESTER,MA01609 		04-3029253   17,500 0     ARTS, CULTURE & HUMANITIES
(128) PATHWAYS FOR CHANGE
588 MAIN STREET
WORCESTER,MA01608 		04-2734584 501(C)(3) 32,570 0     MENTAL HEALTH & CRISIS INTERVENTION
(129) PEARLE L CRAWFORD MEMORIAL LIBRARY
40 SCHOFIELD AVENUE
DUDLEY,MA015713264 		04-6001134   44,580 0     EDUCATION
(130) PERNET FAMILY HEALTH SERVICE INC
237 MILLBURY STREET
WORCESTER,MA01610 		04-2453851 501(C)(3) 30,500 0     HUMAN SERVICES
(131) PLEASANT STREET NEIGHBORHOOD NETWORK CENTER
301 PLEASANT STREET
WORCESTER,MA01609 		77-0690887 501(C)(3) 39,500 0     COMMUNITY IMPROVEMENT & CAPACITY BUILDING
(132) PLUMMER YOUTH PROMISE
37 WINTER ISLAND ROAD
SALEM,MA01970 		04-2104844 501(C)(3) 8,000 0     YOUTH DEVELOPMENT
(133) POWER FORWARD INC
3 WEBSTER SQUARE
MARSHFIELD,MA02050 		82-4404034 501(C)(3) 5,700 0     COMMUNITY IMPROVEMENT & CAPACITY BUILDING
(134) PRESERVATION WORCESTER
61 HARVARD STREET
WORCESTER,MA016092520 		23-7073959 501(C)(3) 13,296 0     ARTS, CULTURE & HUMANITIES
(135) PRIDE PRODUCTIONS INC
210 PARK AVENUE 282
WORCESTER,MA01609 		04-3260297 501(C)(3) 10,000 0     ARTS, CULTURE & HUMANITIES
(136) PRIDE WORCESTER
165 SOUTHBRIDGE ST
WORCESTER,MA01608 		04-2970467 501(C)(3) 10,000 0     CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY
(137) PROJECT NEW HOPE
70 JAMES STREET SUITE 155
WORCESTER,MA01603 		27-4555998 501(C)(3) 12,260 0     HUMAN SERVICES
(138) QUABOAG HILLS COMMUNITY COALITION
43 CHURCH ST
HUDSON,MA01749 		46-5415742 501(C)(3) 6,100 0     HUMAN SERVICES
(139) QUINSIGAMOND COMMUNITY COLLEGE FOUNDATION
670 WEST BOYLSTON STREET
WORCESTER,MA01606 		04-2897624 501(C)(3) 139,500 0     EDUCATION
(140) RACHEL'S TABLE
633 SALISBURY STREET
WORCESTER,MA01609 		04-2104363 501(C)(3) 9,000 0     FOOD, AGRICULTURE & NUTRITION
(141) RCAP SOLUTIONS INC
191 MAY STREET
WORCESTER,MA016024353 		04-2454675 501(C)(3) 10,000 0     HUMAN SERVICES
(142) REGIONAL ENVIRONMENTAL COUNCIL INC
PO BOX 255
WORCESTER,MA01613 		04-6364350 501(C)(3) 74,122 0     FOOD, AGRICULTURE & NUTRITION
(143) RIA INC
330 COCHITUATE ROAD 1784
FRAMINGHAM,MA01701 		46-2837911 501(C)(3) 6,000 0     HUMAN SERVICES
(144) RISE ABOVE FOUNDATION
PO BOX 174
NORTHBRIDGE,MA01534 		27-1409946 501(C)(3) 8,100 0     YOUTH DEVELOPMENT
(145) RITMOS DANCE COMPANY INC
120 W BOYLSTON STREET
WORCESTER,MA01606 		84-4892624 501(C)(3) 20,500 0     HUMAN SERVICES
(146) RURAL CEMETERY & CREMATORY
180 GROVE STREET
WORCESTER,MA016051711 		04-1795920   13,730 0     HUMAN SERVICES
(147) SAFE EXIT INITATIVE
4 EAST CENTRAL STREET 3490
WORCESTER,MA01613 		81-3646918 501(C)(3) 45,300 0     HUMAN SERVICES
(148) SECOND CHANCE ANIMAL SERVICES INC
PO BOX 136
EAST BROOKFIELD,MA01515 		04-3490671 501(C)(3) 20,387 0     ANIMAL RELATED
(149) SENIOR CONNECTION
330 SW CUTOFF STE 203
WORCESTER,MA016042730 		04-2547633 501(C)(3) 14,500 0     HUMAN SERVICES
(150) SHREWSBURY YOUTH & FAMILY SERVICES INC
222 MAPLE AVENUE
SHREWSBURY,MA01545 		22-2506543 501(C)(3) 24,000 0     HUMAN SERVICES
(151) SOUTHEAST ASIAN COALITION OF CENTRAL MASSACHUSETTS
50 PORTLAND STREET
WORCESTER,MA01608 		04-3393955 501(C)(3) 50,000 0     HUMAN SERVICES
(152) ST MARY'S ASSUMPTION ALBANIAN ORTHODOX CHURCH
535 SALISBURY ST
WORCESTER,MA016091307 		04-2691050   50,000 0     RELIGION-RELATED
(153) STRAIGHT AHEAD MINISTRIES INC
791 MAIN STREET
WORCESTER,MA01610 		04-3103694 501(C)(3) 25,500 0     HUMAN SERVICES
(154) STUDENT CLINIC FOR IMMIGRANT JUSTICE INC
217 HANOVER STREET
BOSTON,MA02113 		85-1956744 501(C)(3) 15,000 0     YOUTH DEVELOPMENT
(155) STUDIO THEATRE WORCESTER
87 CALUMET AVENUE
WORCESTER,MA01606 		82-4747202 501(C)(3) 5,500 0     ARTS, CULTURE & HUMANITIES
(156) TEMPLE EMANUEL SINAI
661 SALISBURY STREET
WORCESTER,MA016091120 		04-2200149 501(C)(3) 15,550 0     RELIGION-RELATED
(157) THAYER MEMORIAL LIBRARY
717 MAIN STREET
LANCASTER,MA01523 		04-3295887   7,571 0     EDUCATION
(158) THE CASA PROJECT
100 GROVE STREET SUITE 403
WORCESTER,MA016052630 		04-2711865 501(C)(3) 75,100 0     CRIME & LEGAL-RELATED
(159) THE CLUB LUNENBURG TEEN CENTER
15 MEMORIAL DRIVE
LUNENBURG,MA01462 		27-3086626 501(C)(3) 12,500 0     YOUTH DEVELOPMENT
(160) THE HEARTWELL INSTITUTE
4 E CENTRAL STREET 2220
WORCESTER,MA01613 		46-4361938 501(C)(3) 12,500 0     MENTAL HEALTH & CRISIS INTERVENTION
(161) THE JUNIPER OUTREACH FOUNDATION
PO BOX 91
PAXTON,MA01612 		85-3940411 501(C)(3) 29,165 0     HUMAN SERVICES
(162) THE SHINE INITIATIVE
44 PORTLAND STREET
WORCESTER,MA01608 		83-4467250 501(C)(3) 20,000 0     MENTAL HEALTH & CRISIS INTERVENTION
(163) THE STAR KIDS SCHOLARSHIP PROGRAM - NEWPORTFALL RIVER
PO BOX 6214
MIDDLETOWN,RI02842 		04-3623364 501(C)(3) 9,000 0     YOUTH DEVELOPMENT
(164) THE TORCH FOUNDATION
3435 WILSHIRE BLVD 14TH FLOOR
LOS ANGELES,CA90010 		95-4816158 501(C)(3) 10,000 0     YOUTH DEVELOPMENT
(165) THE WELLSTORM INC
24 ASHLAND AVE
SOUTHBRIDGE,MA015502802 		86-2885174 501(C)(3) 10,000 0     HUMAN SERVICES
(166) TOGETHER FOR KIDS COALITION
50 PORTLAND STREET
WORCESTER,MA01608 		04-2133874   15,000 0     EDUCATION
(167) TOWN OF HOLDEN
1204 MAIN STREET
HOLDEN,MA01520 		04-6001182 501(C)(3) 57,000 0     COMMUNITY IMPROVEMENT & CAPACITY BUILDING
(168) TRAINING RESOURCES OF AMERICA INC
390 MAIN STREET SUITE 806
WORCESTER,MA01562 		04-2652922 501(C)(3) 10,000 0     EMPLOYMENT
(169) TRINITY LUTHERAN CHURCH
73 LANCASTER STREET
WORCESTER,MA01609 		41-1568278   36,603 0     RELIGION-RELATED
(170) TRI-VALLEY INC
10 MILL STREET
DUDLEY,MA01571 		04-2594201 501(C)(3) 15,000 0     HUMAN SERVICES
(171) UMASS CHAN MEDICAL SCHOOL
55 LAKE AVENUE NORTH
WORCESTER,MA01655 		04-3167352 501(C)(3) 10,000 0     EDUCATION
(172) UMASS CHAN MEDICAL SCHOOL FOUNDATION INC
333 SOUTH STREET
SHREWSBURY,MA01545 		04-3108190 501(C)(3) 40,810 0     EDUCATION
(173) UMASS MEMORIAL HEALTH CARE INC
365 PLANTATION STREET
WORCESTER,MA01605 		04-3358566 501(C)(3) 22,050 0     HEALTH CARE
(174) UNITED WAY OF CENTRAL MASSACHUSETTS
18 CHESTNUT STREET
WORCESTER,MA016081880 		04-2104017   268,240 0     PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
(175) UNITED WAY OF TRI-COUNTY
46 PARK STREET SUITE 2
FRAMINGHAM,MA017026652 		04-2104231   10,000 0     PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
(176) UPC - BLACKSTONE VALLEY EMERGENCY SHELTER
BVES
WHITINSVILLE,MA01588 		13-4148824 501(C)(3) 10,000 0     HOUSING & SHELTER
(177) URBAN MISSIONARIES OF OUR LADY OF HOPE
242 CANTERBURY STREET
WORCESTER,MA01603 		04-3259150 501(C)(3) 8,000 0     HUMAN SERVICES
(178) VNA CARE NETWORK INC
67 MILLBROOK STREET
WORCESTER,MA01606 		04-2103825 501(C)(3) 8,267 0     HEALTH CARE
(179) WACHUSETT FOOD PANTRY INC
PO BOX 62
JEFFERSON,MA01522 		04-3296418 501(C)(3) 13,000 0     FOOD, AGRICULTURE & NUTRITION
(180) WEBSTER DUDLEY FOOD SHARE INC
4 CHURCH ST 2
WEBSTER,MA01570 		47-4757961 501(C)(3) 7,000 0     FOOD, AGRICULTURE & NUTRITION
(181) WELCOMING ALLIANCE FOR REFUGEE MINISTRY
210 PARK AVENUE SUITE 306
WORCESTER,MA01609 		30-1101287 501(C)(3) 31,500 0     HUMAN SERVICES
(182) WENDELL P CLARK YMCA
155 CENTRAL STREET
WINCHENDON,MA01475 		04-2173363 501(C)(3) 7,500 0     HUMAN SERVICES
(183) WEST ANDERSON CHURCH OF GOD
101 ROGERS STREET
ANDERSON,SC29625 		57-0655430 501(C)(3) 100,000 0     RELIGION-RELATED
(184) WESTBOROUGH CONNECTS INC
PO BOX 1476
WESTBOROUGH,MA01581 		84-1751472 501(C)(3) 10,000 0     COMMUNITY IMPROVEMENT & CAPACITY BUILDING
(185) WHITIN COMMUNITY CENTER
60 MAIN STREET
WHITINSVILLE,MA01588 		04-6087769 501(C)(3) 123,668 0     HUMAN SERVICES
(186) WHITINSVILLE CHRISTIAN SCHOOL
279 LINWOOD AVENUE
WHITINSVILLE,MA01588 		04-6004402 501(C)(3) 21,000 0     EDUCATION
(187) WICN PUBLIC RADIO INC
50 PORTLAND STREET
WORCESTER,MA01608 		04-2500578 501(C)(3) 13,000 0     ARTS, CULTURE & HUMANITIES
(188) WILLARD HOUSE & CLOCK MUSEUM INC
11 WILLARD ST
NORTH GRAFTON,MA01536 		04-2671799 501(C)(3) 10,000 0     ARTS, CULTURE & HUMANITIES
(189) WINCHENDON COMMUNITY ACTION COMMITTEE INC
273 CENTRAL STREET STE 1
WINCHENDON,MA01475 		04-2543492 501(C)(3) 7,500 0     HUMAN SERVICES
(190) WORCESTER ACADEMY
81 PROVIDENCE STREET
WORCESTER,MA01604 		04-2105855   39,810 0     EDUCATION
(191) WORCESTER ANIMAL RESCUE LEAGUE
139 HOLDEN STREET
WORCESTER,MA01606 		04-2133247 501(C)(3) 11,906 0     ANIMAL RELATED
(192) WORCESTER AREA MISSION SOCIETY
6 INSTITUTE ROAD
WORCESTER,MA016092706 		04-2157063 501(C)(3) 7,930 0     HUMAN SERVICES
(193) WORCESTER ART MUSEUM
55 SALISBURY STREET
WORCESTER,MA016093196 		04-1988530 501(C)(3) 169,125 0     ARTS, CULTURE & HUMANITIES
(194) WORCESTER ARTS COUNCIL OF CITY OF WORCESTER
455 MAIN STREET ROOM 409
WORCESTER,MA016081707 		04-6001418 501(C)(3) 10,000 0     ARTS, CULTURE & HUMANITIES
(195) WORCESTER CARIBBEAN AMERICAN CARNIVAL ASSOCIATION
PO BOX 70301
WORCESTER,MA01607 		46-0938079 501(C)(3) 8,000 0     ARTS, CULTURE & HUMANITIES
(196) WORCESTER CENTER FOR CRAFTS (WCC)
25 SAGAMORE ROAD
WORCESTER,MA016053974 		04-2105859 501(C)(3) 17,970 0     ARTS, CULTURE & HUMANITIES
(197) WORCESTER CENTER FOR PERFORMING ARTS (HANOVER THEATRE)
2 SOUTHBRIDGE STREET
WORCESTER,MA01608 		05-0521735 501(C)(3) 36,360 0     ARTS, CULTURE & HUMANITIES
(198) WORCESTER CHAMBER MUSIC SOCIETY
323 MAIN STREET
WORCESTER,MA01608 		20-8538873 501(C)(3) 20,460 0     ARTS, CULTURE & HUMANITIES
(199) WORCESTER COMMON GROUND INC
5 PIEDMONT STREET
WORCESTER,MA01610 		22-2976657 501(C)(3) 38,500 0     HOUSING & SHELTER
(200) WORCESTER COMMUNITY HOUSING RESOURCES INC
85 PRESCOTT STREET UNIT 101
WORCESTER,MA01605 		22-2719744 501(C)(3) 17,800 0     HOUSING & SHELTER
(201) WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKE
SHREWSBURY,MA01545 		04-3071457 501(C)(3) 9,725 0     FOOD, AGRICULTURE & NUTRITION
(202) WORCESTER COUNTY LAW LIBRARY TRUST
19 IMPERIAL COURT
WESTBOROUGH,MA01581 		04-6331338 501(C)(3) 49,210 0     CRIME & LEGAL-RELATED
(203) WORCESTER COUNTY MECHANICS ASSOCIATION (MECHANICS HALL)
321 MAIN STREET
WORCESTER,MA01608 		04-1988955 501(C)(3) 42,500 0     ARTS, CULTURE & HUMANITIES
(204) WORCESTER COUNTY POETRY ASSOCIATION
PO BOX 804
WORCESTER,MA01613 		23-7157372 501(C)(3) 27,924 0     ARTS, CULTURE & HUMANITIES
(205) WORCESTER CULTURAL COALITION
455 MAIN STREET ROOM 402
WORCESTER,MA01608 		81-5010462 501(C)(3) 39,000 0     ARTS, CULTURE & HUMANITIES
(206) WORCESTER EARN A BIKE INC
4 KING STREET
WORCESTER,MA01610 		20-3185694 501(C)(3) 15,000 0     RECREATION & SPORTS
(207) WORCESTER EDUCATION COLLABORATIVE
18 CHESTNUT STREET
WORCESTER,MA01608 		04-2104017   35,500 0     EDUCATION
(208) WORCESTER FIRE DEPARTMENT
141 GROVE STREET
WORCESTER,MA01605 		04-6001418 501(C)(3) 55,000 0     PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF
(209) WORCESTER FREE CARE COLLABORATIVE INCORPORATED
152 MAIN ST
SHREWSBURY,MA01545 		92-0979304 501(C)(3) 25,000 0     HEALTH CARE
(210) WORCESTER HISTORICAL MUSEUM (DBA MUSEUM OF WORCESTER)
30 ELM STREET
WORCESTER,MA01609 		04-2105858 501(C)(3) 457,810 0     ARTS, CULTURE & HUMANITIES
(211) WORCESTER JEWISH COMMUNITY CENTER
633 SALISBURY STREET
WORCESTER,MA016091120 		04-2104353 501(C)(3) 24,316 0     HUMAN SERVICES
(212) WORCESTER PUBLIC LIBRARY FOUNDATION
3 SALEM SQUARE
WORCESTER,MA016082074 		20-0066770 501(C)(3) 12,310 0     EDUCATION
(213) WORCESTER PUBLIC SCHOOLS
20 IRVING STREET
WORCESTER,MA01609 		04-6001418 GOV'T 8,690 0     EDUCATION
(214) WORCESTER REFUGEE ASSISTANCE PROJECT
PO BOX 1142
WORCESTER,MA01613 		32-0309547 501(C)(3) 16,850 0     HUMAN SERVICES
(215) WORCESTER REGIONAL RESEARCH BUREAU INC
100 FRONT STREET
WORCESTER,MA01608 		04-2901298 501(C)(3) 41,450 0     PUBLIC & SOCIETAL BENEFIT
(216) WORCESTER RISE FOR HEALTH
18 CHESTNUT STREET
WORCESTER,MA01608 		93-1505125 501(C)(3) 87,000 0     HUMAN SERVICES
(217) WORCESTER STATE FOUNDATION
PO BOX 20248
WORCESTER,MA01602 		22-3248067 501(C)(3) 36,720 0     EDUCATION
(218) WORCESTER TECHNICAL HIGH SCHOOL
1 SKYLINE DRIVE
WORCESTER,MA01605 		04-6001418   7,307 0     EDUCATION
(219) WORCESTER YOUTH CENTER
326 CHANDLER STREET
WORCESTER,MA016023440 		04-3245867 501(C)(3) 27,500 0     YOUTH DEVELOPMENT
(220) WORCESTER YOUTH ORCHESTRAS
PO BOX 991
WORCESTER,MA01613 		04-2470999 501(C)(3) 20,768 0     ARTS, CULTURE & HUMANITIES
(221) WRITEBOSTON
555 AMORY STREET
JAMAICA PLAIN,MA02130 		46-1255108 501(C)(3) 15,000 0     ARTS, CULTURE & HUMANITIES
(222) YES WE CARE INC
55 ILLINOIS STREET
WORCESTER,MA01610 		27-2939066 501(C)(3) 7,500 0     YOUTH DEVELOPMENT
(223) YMCA OF CENTRAL MASSACHUSETTS
766 MAIN STREET
WORCESTER,MA01610 		04-2105885 501(C)(3) 15,628 0     HUMAN SERVICES
(224) YOUTH OPPORTUNITIES UPHELD (YOU) AN AFFILIATE OF SEVEN HILLS FOUNDATION
SEVEN HILLS FOUNDATION
WORCESTER,MA01603 		04-3293659 501(C)(3) 29,730 0     YOUTH DEVELOPMENT
(225) YWCA OF CENTRAL MASSACHUSETTS
ONE SALEM SQUARE
WORCESTER,MA016082015 		04-2105873 501(C)(3) 10,750 0     HUMAN SERVICES
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
202
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
23
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) STUDENT PAID SCHOLARSHIP 5 8,600      
(2) GRANT- AWARD & SPEAKER 2 7,500      
(3) LEADERSHIP GRANT 1 4,680      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: ANY GRANTS AND SUPPORT GIVEN ARE CLOSELY MONITORED VIA REVIEW OF BACKUP DOCUMENTATION AND PROOF OF EXPENSE.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC
Employer identification number

04-2572276
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
No
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1PETER DUNN
PRESIDENT & CEO 		(i)

(ii)		 270,575
-------------
0 		28,090
-------------
0 		0
-------------
0 		23,124
-------------
0 		21,663
-------------
0 		343,452
-------------
0 		0
-------------
0
2JONATHAN COHEN
VICE PRESIDENT COMMUNITY IMPACT 		(i)

(ii)		 134,375
-------------
0 		0
-------------
0 		0
-------------
0 		9,571
-------------
0 		23,645
-------------
0 		167,591
-------------
0 		0
-------------
0
3KELLY STIMSON
VP PHILANTHROPY 		(i)

(ii)		 141,990
-------------
0 		0
-------------
0 		0
-------------
0 		10,117
-------------
0 		10,459
-------------
0 		162,566
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 7 PERFORMANCE BONUS. STARTING IN CALENDAR YEAR 2024, THE EMPLOYEE SHALL BE ELIGIBLE TO RECEIVE AN ANNUAL PERFORMANCE BONUS OF UP TO TEN PERCENT (10%) OF THE EMPLOYEE'S BASE SALARY ("PERFORMANCE BONUS") WITH CRITERIA TO BE MUTUALLY AGREED UPON BY THE FOUNDATION AND THE EMPLOYEE AND TO BE PAID OUT BY THE END OF THE FIRST QUARTER OF THE NEXT CALENDAR YEAR, BEGINNING IN THE FIRST QUARTER OF 2025. HOWEVER, THE DECISION TO PROVIDE A PERFORMANCE BONUS SHALL BE AT THE DISCRETION OF THE BOARD.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC
Employer identification number

04-2572276
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 34 523,226 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2024)
Schedule M (Form 990) (2024)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2024)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
GREATER WORCESTER COMMUNITY FOUNDATION
INC
Employer identification number

04-2572276
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 ONE MEMBER OF THE BOARD IS A PARTNER IN A LAW FIRM.
FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION ARE KNOWN AS CORPORATORS, COMMUNITY VOLUNTEERS WHO SERVE WITHOUT COMPENSATION AND REPRESENT THE VARIOUS CONSTITUENCIES IMPACTED BY THE FOUNDATION'S MISSION. TERM OF SERVICE IS 5 YEARS.
FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATORS ELECT THE DIRECTORS AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7B ELECTION OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS DISTRIBUTED ELECTRONICALLY PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION PROVIDES THE CONFLICT OF INTEREST POLICY YEARLY TO STAFF AND BOARD MEMBERS. ANY ONE ELSE CAN REQUEST IT AT ANY TIME. PRIOR AND AFTER BOARD MEETINGS, THE FOUNDATION ASKS ALL DIRECTORS TO DISCLOSE CONFLICTS FOR ANY GRANT APPROVALS AND DIRECTORS ARE EXPECTED TO RECUSE THEMSELVES AS NEEDED.
FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION UTILIZES A THIRD PARTY HR VENDOR THAT CONDUCTS RESEARCH ON MARKET PRICING ON ALL FOUNDATION SALARIES. EACH YEAR THE CEO WORKS WITH THE HR VENDOR TO DETERMINE ANY SALARY INCREASES OR CHANGES FOR EMPLOYEES. IN AUGUST OF EACH YEAR, THE CEO UNDERGOES A PERFORMANCE REVIEW BY OUR BOARD'S EXECUTIVE COMMITTEE AND SALARY CHANGES FOR THE CEO ARE APPROVED BY THE FULL COMMITTEE BASED ON PERFORMANCE AND MARKET RESEARCH FROM THE HR VENDOR.
FORM 990, PART VI, SECTION C, LINE 18 GUIDESTAR AND COMMONWEALTH OF MA
FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES ARE AVAILABLE UPON REQUEST. THE AUDIT, 990, INVESTMENT POLICY STATEMENT AND SPENDING POLICY ARE ALL AVAILABLE THROUGH THE FOUNDATION'S WEBSITE: WWW.GREATERWORCESTER.COM
FORM 990, PART XI, LINE 9: INVESTMENT RETURN FOR AGENCY ENDOWMENTS -5,902,836. GIFTS AND DONATIONS FOR AGENCY ENDOWMENTS -3,241,328. DISTRIBUTION FOR AGENCY FUNDS 1,119,809. CHANGE OF VALUE IN SPLIT-INTEREST AGREEMENTS -14,192.
FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED DURING THE YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


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