Nonprofit · EIN 04-3266789
FOUNDATION FOR METROWEST INC
Tax-exempt · NATICK, MA 01760
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $10,233,861 | $6,601,655 | $3,632,206 | $38,440,110 | $2,037,272 | $36,402,838 |
| December 31, 2024 | 990 | $9,173,420 | $5,628,632 | $3,544,788 | $32,913,172 | $1,728,686 | $31,184,486 |
| December 31, 2023 | 990 | $4,705,239 | $6,164,602 | -$1,459,363 | $28,303,759 | $1,650,576 | $26,653,183 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,117,268
- Program service revenue
- $0
- Investment income
- $2,689,437
- Net gain from sales of assets
- $1,683,101
- Net income from fundraising events
- $427,156
- Other revenue
- $427,156
Expenses
- Grants and similar amounts paid
- $4,114,304
- Compensation of officers, directors and key employees
- $253,416
- Other salaries and wages
- $961,462
- Salaries, compensation and benefits (total)
- $1,404,063
- Professional fundraising fees
- $0
- Accounting fees
- $51,330
- Occupancy
- $73,681
- Depreciation
- $7,225
- Program services (functional)
- $5,081,249
- Management and general (functional)
- $889,333
- Fundraising (functional)
- $631,073
Balance sheet and other
- Total assets, start of year
- $32,913,172
- Total assets, end of year
- $38,440,110
- Total liabilities, end of year
- $2,037,272
- Net assets, end of year
- $36,402,838
- Land, buildings and equipment
- $2,326
- Publicly traded securities
- $36,879,874
- Net assets without donor restrictions
- $30,278,035
- Net assets with donor restrictions
- $6,124,803
- Gross receipts
- $14,986,913
- Employees
- 14
- Volunteers
- 0
- Year formed
- 1995
- State of legal domicile
- MA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jay Kim | Executive Director Officer | 40 | $246,035 | $7,381 |
| Caroline Murphy | Vice President Key employee | 40 | $151,272 | $4,538 |
| Mary Crowley | Director of Finance Highest-paid employee | 40 | $142,775 | $4,283 |
| Matt Jose | Director of Programs Highest-paid employee | 40 | $112,087 | $3,363 |
| Roland Hoch | Chair Trustee or director, Officer | 5 | $0 | $0 |
| Jackie Christiano | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Susan Kavoogian | Vice Chair Trustee or director, Officer | 5 | $0 | $0 |
| Christopher Gullotti | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| Christine Schuster | Trustee Trustee or director | 5 | $0 | $0 |
| Kenneth Vona | Trustee Trustee or director | 5 | $0 | $0 |
| Susie Estella | Trustee Trustee or director | 5 | $0 | $0 |
| Dana Neshe | Trustee Trustee or director | 5 | $0 | $0 |
| Charles Carter | Trustee Trustee or director | 5 | $0 | $0 |
| Jennifer Leisman Desert | Trustee Trustee or director | 5 | $0 | $0 |
| John DeSisto | Trustee Trustee or director | 5 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Katherine Garrahan | Trustee Trustee or director | 5 | $0 |
| Garry Holmes | Trustee Trustee or director | 5 | $0 |
| Margaret Ramsey | Trustee Trustee or director | 5 | $0 |
| Jason Grant | Trustee Trustee or director | 5 | $0 |
| Kathryn Fagin | Trustee Trustee or director | 5 | $0 |
| Steven Scheinkopf | Trustee Trustee or director | 5 | $0 |
| David Swartz | Trustee Trustee or director | 5 | $0 |
| Craig Santos | Trustee Trustee or director | 5 | $0 |
| Lily Yun | Trustee Trustee or director | 5 | $0 |
| Neeti Ciolini | Trustee Trustee or director | 5 | $0 |
| Kirsten Poler | Trustee Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAY KIM | EXECUTIVE DI Officer | 40 | $235,776 | $7,050 |
| MARY CROWLEY | DIRECTOR OF Highest-paid employee | 40 | $131,212 | $3,943 |
| CAROLINE MURPHY | VICE PRESIDE Highest-paid employee | 40 | $127,585 | $3,810 |
| LEE GAGEN | DIR. OF DEVE Highest-paid employee | 40 | $116,534 | $3,195 |
| MEGAN BRANSFIELD | DIR. OF OPER Highest-paid employee | 40 | $102,125 | $3,060 |
| ROLAND HOCH | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JACKIE CHRISTIANO | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SUSAN KAVOOGIAN | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CHRISTOPHER GULLOTTI | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| CHRISTINE SCHUSTER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KENNETH VONA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| SUSIE ESTELLA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DANA NESHE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CHARLES CARTER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JENNIFER LEISMAN DESERT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOHN DESISTO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KATHERINE GARRAHAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| GARRY HOLMES | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARGARET RAMSEY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MAGGIE KLEY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KATHRYN FAGIN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| STEVEN SCHEINKOPF | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DAVID SWARTZ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CRAIG SANTOS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LILY YUN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| NEETI CIOLINI | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MICHAEL MCAULIFFE | TRUSTEE Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAY KIM | EXECUTIVE DI Officer | 40 | $203,010 | $6,075 |
| CHARLES CARTER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JACKIE CHRISTIANO | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| NEETI CIOLINI | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LOUIS CROSIER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| TOM CROTTY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOHN DESISTO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JENNIFER LEISMAN DESERT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KATHERINE FAIGEN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ANDREW GALLINARO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KATHERINE GARRAHAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CHRISTOPHER GULLOTTI | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROLAND HOCH | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| GARRY HOLMES | TRUSTEE Trustee or director | 5 | $0 | $0 |
| SUSAN KAVOOGIAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARGARET KLEY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MICHAEL MCAULIFFE | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| CHRISTINE MILLER | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MARGARET RAMSEY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CRAIG SANTOS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| STEVEN SCHEINKOPF | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DAVID SWARTZ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KENNETH VONA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LILY YUN | TRUSTEE Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3 ELIOT STREETT, NATICK, MA 01760-0000
- Principal officer (990 for 2025)
- ROLAND HOCH, 3 Eliot Street, Natick, MA 01760
- Signed the 990
- ROLAND HOCH, CHAIR
- Phone
- (508) 647-2260
- Return prepared by
- Grassi Advisory Group Inc
Mission
The Community Foundation for MetroWest, Inc. improves the quality of life in 30+ MetroWest communities by providing financial and educational resources to local nonprofit organizations, sharing essential data about our region to inform decision making, and partnering with donors to help guide and align their giving with the areas of greatest need in the community.
Program accomplishments
- Grantmaking programs. We provide support to our nonprofit partners in the region through multiple annual grant programs each year. These include areas of focus of Human Services, Hunger Relief, Arts & Culture, Youth Development, Environment, and Emergency Relief.Expenses $5,081,249 · grants $4,114,304
- Action Projects. We continue to focus on our deeper, more strategic community investments in the area of Equity in Education, Workforce Development, and our newest one launched in 2023 Housing and Homelessness Prevention.
- Youth in Philanthropy. Each year, we run 10-12 Youth in Philanthropy programs across MetroWest, that engages 200+ young people ages 12-18 in this experiential leadership program. Students learn about philanthropy and nonprofits, read real grant applications, conduct site visits, and support the Foundation in determining where to grant funds within our community.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3266789
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $38,440,110
- Income (IRS master file)
- $14,986,913
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $10,233,861 | $6,601,655 | $38,440,110 | IRS |
| 990 | December 2024 | $9,173,420 | $5,628,632 | $32,913,172 | IRS |
| 990 | December 2023 | $4,705,239 | $6,164,602 | $28,303,759 | XML |
| 990 | December 2022 | $4,580,455 | $5,176,761 | $26,238,503 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 04-3266789).
Questions about FOUNDATION FOR METROWEST INC
- What is the EIN of FOUNDATION FOR METROWEST INC?
- The employer identification number (EIN) of FOUNDATION FOR METROWEST INC is 04-3266789.
- Is FOUNDATION FOR METROWEST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to FOUNDATION FOR METROWEST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FOR METROWEST INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOUNDATION FOR METROWEST INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FOR METROWEST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FOUNDATION FOR METROWEST INC?
- The 990 for the year ended December 31, 2025 names ROLAND HOCH.
- Who are the officers and directors of FOUNDATION FOR METROWEST INC?
- The 990 for the year ended December 31, 2025 lists 26 people; 4 received compensation from the organization, the highest $246,035 (Jay Kim, Executive Director).
- How much revenue does FOUNDATION FOR METROWEST INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $10,233,861, expenses of $6,601,655 and total assets of $38,440,110 at year end.
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