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Massachusetts · Nonprofit

Community Foundation for MetroWest Inc

Community Foundation for MetroWest Inc (Massachusetts) receives grants from 107 organizations whose IRS filings report $17,927,544 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($6,284,276). 61 of them have funded it in more than one year, and 57% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. Community Foundation for MetroWest Inc administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.

Revenue FY2025
$10M
Funders on record
107
Grants received
$18M
Net assets
$36M
61/107 repeat funders

Hosts funds for others

Community Foundation for MetroWest Inc administers funds on behalf of other donors. The grants recorded as coming in are contributions into those funds, so they count custody rather than support for a programCommunity Foundation for MetroWest Inc runs itself. This page therefore states the flows and does not draw the comparisons it would draw for an operating charity: concentration, funder retention, grant dependency and the peer field are all left out, because each of them would read a vehicle as if it were a program.

Paid out

$24M

Recipients

326

Contributions on record

$19M

Donors on record

108

Payments out are 1.31x the contributions on record, so most of what arrives moves on within the period covered here.

01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($5.5M) Expenses 100 ($2.7M) Net assets 100 ($22M)2018 Revenue 85 ($4.7M) Expenses 104 ($2.9M) Net assets 99 ($22M)2019 Revenue 66 ($3.6M) Expenses 113 ($3.1M) Net assets 114 ($25M)2020 Revenue 122 ($6.7M) Expenses 229 ($6.3M) Net assets 121 ($27M)2021 Revenue 168 ($9.3M) Expenses 198 ($5.4M) Net assets 136 ($30M)2022 Revenue 83 ($4.6M) Expenses 189 ($5.2M) Net assets 114 ($25M)2023 Revenue 86 ($4.7M) Expenses 226 ($6.2M) Net assets 121 ($27M)2024 Revenue 167 ($9.2M) Expenses 206 ($5.6M) Net assets 142 ($31M)2025 Revenue 186 ($10M) Expenses 242 ($6.6M) Net assets 165 ($36M)
'17'18'19'20'21'22'23'24'25
Revenue (186)Expenses (242)Net assets (165)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $33M to $38M (+17%).

$23M
$23M
$26M
$28M
$31M
$26M
$28M
$33M
$38M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 12% · 2022 20% · 2023 27% · 2024 3%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.

$2.8M
’17
$1.8M
’18
$529k
’19
$460k
’20
$3.9M
’21
−$596k
’22
−$1.5M
’23
$3.5M
’24
$3.6M
’25
1.9
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Jay Kim

Executive Director

Board chair

Roland Hoch

Chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed232323242324242726
Joined·+2+7+5+1+3+1+8+3
No longer listed·27422154
02Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 24 funders to 38 funders, grant income rose $1.2M → $1.9M.

20 of 107 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 57% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $748k from one payer (the same organization on both sides, largest Community Foundation for MetroWest Inc). These are real filings, and they are not money Community Foundation for MetroWest Inc raised.

From the IRS filings of Community Foundation for MetroWest Inc’s funders (the co-funder graph). Top 30 of 107 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

57% of Community Foundation for MetroWest Inc's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $7.7M that is directly attributable, 73% of it comes from Massachusetts funders.

NH
MN
IL
NY
MA
OH
PA
CT
RI
CA
MO
MD
DE
NC
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Massachusetts out of state home

Funder states come from each funder’s own filing. $10M arriving through sponsors registered in 14 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field

Government funding Community Foundation for MetroWest Inc receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $3.5M on record.

State$3.5M
21
22
23
24
25
Top programs
  • (PP) STATE AID/POL SUB$3.5M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

77% of spending goes to programs.

Program 77%Management 13%Fundraising 10%

Governance

21
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

88%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

MA

Screen this organization

A dated, signed PDF of the compliance screen for Community Foundation for MetroWest Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Community Foundation for MetroWest Inc?
Community Foundation for MetroWest Inc (Massachusetts) receives grants from 107 organizations whose IRS filings report $17,927,544 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($6,284,276). 61 of them have funded it in more than one year, and 57% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. Community Foundation for MetroWest Inc administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.
How many funders does Community Foundation for MetroWest Inc have?
IRS filings report 107 organizations giving $17,927,544 in grants to Community Foundation for MetroWest Inc, 61 of which have funded it in more than one year.
Who is the largest funder of Community Foundation for MetroWest Inc?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $6,284,276 in grants. The full list of funders is on this page.
How can an organization like Community Foundation for MetroWest Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 107 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing