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Nonprofit · EIN 04-2121342

METROWEST HEALTH FOUNDATION INC

Tax-exempt · FRAMINGHAM, MA 01701

Financials

$3.4M$4.7M2022$12.2M$8.5M2023$7.5M$6.4M2024
Revenue Expenses · by fiscal year end
Financials of METROWEST HEALTH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$7,462,850$6,385,503$1,077,347$135,060,583$6,045,990$129,014,593
September 30, 2024990-PF$12,151,282$8,538,677$3,612,605$125,787,047$6,216,302$119,570,745
September 30, 2023990-PF$3,402,243$4,746,538-$1,344,295$108,119,250$4,155,480$103,963,770
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$451,776
Dividends
$3,105,328
Net gain from sales of assets
$3,905,746

Expenses

Grants and similar amounts paid
$4,011,061
Compensation of officers, directors and key employees
$251,387
Salaries, compensation and benefits (total)
$450,635
Disbursements for charitable purposes
$5,436,158
Excise tax on investment income
$86,621

Balance sheet and other

Total assets, start of year
$125,787,047
Total assets, end of year
$135,060,583
Total liabilities, end of year
$6,045,990
Net assets, end of year
$129,014,593
Fair market value of assets
$135,060,583
Qualifying distributions
$5,444,576
Net investment income
$7,011,074

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
PHILLIP O GONZALEZ
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
PRESIDENT/CEO40$251,387$18,124
REBECCA DONHAM
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
SENIOR PROGRAM OFFIC
Highest-paid employee
36$133,499$47,581
MARIA PANASIAN
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
DIR. OF ADMINISTRATI
Highest-paid employee
36$116,600$5,071
KATHERINE BAKER
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
RESEARCH DIRECTOR
Highest-paid employee
40$94,640$43,538
ANGELA CASTRILLO VILCHES
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
PROGRAM OFFICER
Highest-paid employee
40$90,150$12,433
CLAIRE LEVESQUE
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
CHAIR (AS OF 12/24)1.5$0$0
ANNA CAROLLO CROSS
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
CHAIR (UNTIL 12/24)1$0$0
GILLIAN CARCIA
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
VICE CHAIR1$0$0
JOHN CORRON
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TREASURER1$0$0
CAROL GLOFF
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
CLERK1$0$0
LINO COVARRUBIAS
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE1$0$0
KATHLEEN HERRMAN
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE1$0$0
JAMES HICKS
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE1$0$0
MARI BARRERA
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE1$0$0
CHERYL AGLIO GIRELLI
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE1$0$0
3 more people on this return
NameTitleHours / weekCompensation
PAULA KAMINOW
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE1$0
ROBERT SOUSA
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE1$0
WILLIAM IBERG
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE1$0
990-PF for the year ended September 30, 2024: 19 people
NameTitleHours / weekCompensationOther / benefits
PHILLIP GONZALEZ
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
PRESIDENT/ CEO (AS OF 02/24)40$200,000$1,904
REBECCA DONHAM
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
SENIOR PROGRAM OFFIC
Highest-paid employee
36$129,132$30,856
MARTIN COHEN
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
PRESIDENT/ CEO (UNTIL 02/24)40$116,447$79,205
KATHERINE BAKER
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
RESEARCH DIRECTOR
Highest-paid employee
40$89,307$43,275
REBECCA GALLO
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
SENIOR PROGRAM OFFIC
Highest-paid employee
35$36,400$24,818
ANNA CAROLLO CROSS
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
V.CHAIR(TIL 12/23)/CHAIR (AS OF 12/23)5$0$0
WILLIAM GRAHAM
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
CHAIR (UNTIL 12/23)5$0$0
GILLIAN CARCIA
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
VICE CHAIR (AS OF 12/23)5$0$0
JOHN CORRON
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TREASURER5$0$0
CAROL GLOFF
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
CLERK5$0$0
LINO COVARRUBIAS
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
KATHLEEN HERRMAN
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
JAMES HICKS
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
MARI BARRERA
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
CLAIRE LEVESQUE
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
CHERYL AGLIO GIRELLI
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
PAULA KAMINOW
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
ROBERT SOUSA
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
WILLIAM IBERG
161 WORCESTER ROAD SUITE 202, FRAMINGHAM, MA 01701
TRUSTEE (UNTIL 12/23)5$0$0
990-PF for the year ended September 30, 2023: 18 people
NameTitleHours / weekCompensationOther / benefits
MARTIN COHEN
161 WORCESTER RD, FRAMINGHAM, MA 01701
PRESIDENT/ CEO40$279,472$60,281
REBECCA DONHAM
161 WORCESTER RD, FRAMINGHAM, MA 01701
SENIOR PROGRAM OFFIC
Highest-paid employee
36$124,445$49,090
CATHY GLOVER
161 WORCESTER RD, FRAMINGHAM, MA 01701
GRANTS MANAGEMENT DI
Highest-paid employee
35$115,107$41,302
REBECCA GALLO
161 WORCESTER RD, FRAMINGHAM, MA 01701
SENIOR PROGRAM OFFIC
Highest-paid employee
35$105,000$11,604
KATHERINE BAKER
161 WORCESTER RD, FRAMINGHAM, MA 01701
POLICY ANALYST
Highest-paid employee
40$83,884$42,189
WILLIAM GRAHAM
161 WORCESTER RD, FRAMINGHAM, MA 01701
CHAIR5$0$0
ANNA CAROLLO CROSS
161 WORCESTER RD, FRAMINGHAM, MA 01701
VICE CHAIR5$0$0
JOHN CORRON
161 WORCESTER RD, FRAMINGHAM, MA 01701
TREASURER5$0$0
CAROL GLOFF
161 WORCESTER RD, FRAMINGHAM, MA 01701
CLERK5$0$0
LINO COVARRUBIAS
161 WORCESTER RD, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
KATHLEEN HERRMAN
161 WORCESTER RD, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
WILLIAM IBERG
161 WORCESTER RD, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
COLEEN TORONTO
161 WORCESTER RD, FRAMINGHAM, MA 01701
TRUSTEE (UNTIL 12/2022)5$0$0
JAMES HICKS
161 WORCESTER RD, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
MARI BARRERA
161 WORCESTER RD, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
CLAIRE LEVESQUE
161 WORCESTER RD, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
GILLIAN CARCIA
161 WORCESTER RD, FRAMINGHAM, MA 01701
TRUSTEE5$0$0
CHERYL AGLIO GIRELLI
161 WORCESTER RD, FRAMINGHAM, MA 01701
TRUSTEE5$0$0

Address and contacts

Address (IRS master file)
161 WORCESTER RD STE 202, FRAMINGHAM, MA 01701-5300
Signed the 990-PF
PHILLIP O GONZALEZ, PRESIDENT, CEO
Phone
(508) 879-7625
Return prepared by
AAFCPAS INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
04-2121342
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1965
Accounting year ends
September
Files
Form 990-PF
Category (NTEE)
Health care (E21)
Assets (IRS master file)
$135,060,583
Income (IRS master file)
$33,780,584

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$7,462,850$6,385,503$135,060,583XML
990-PFSeptember 2024$12,151,282$8,538,677$125,787,047XML
990-PFSeptember 2023$3,402,243$4,746,538$108,119,250XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2121342).

Questions about METROWEST HEALTH FOUNDATION INC

What is the EIN of METROWEST HEALTH FOUNDATION INC?
The employer identification number (EIN) of METROWEST HEALTH FOUNDATION INC is 04-2121342.
Is METROWEST HEALTH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to METROWEST HEALTH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does METROWEST HEALTH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of METROWEST HEALTH FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did METROWEST HEALTH FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of METROWEST HEALTH FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 18 people; 5 received compensation from the organization, the highest $251,387 (PHILLIP O GONZALEZ, PRESIDENT/CEO).
How much revenue does METROWEST HEALTH FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $7,462,850, expenses of $6,385,503 and total assets of $135,060,583 at year end.

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