Metrowest Health Foundation Inc logo

Metrowest Health Foundation Inc

Private foundation · Grantmaker Framingham, MA EIN: 04-2121342 Website

MetroWest Health Foundation is an independent health philanthropy based in Framingham, Massachusetts. It supports community-based and community-driven programs to improve health in the MetroWest region, which it describes as 25 communities.

Key facts about Metrowest Health Foundation Inc

In short: Metrowest Health Foundation Inc gave $4.1M across 208 grants in 2025 (avg $20K), mostly in Massachusetts. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
04-2121342
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$4,132,414
Grants made (2025)
208
Average grant
$19,867
Median grant
$12,500
New grantees (estimate)
19% first-time grantees (13 of 68, 2025)
Total assets
$135,060,583
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
How to apply
Submit a concept paper and logic model before a full online proposal. Full details ↓
Deadline
For the Spring 2026 proposal round, the concept paper deadline is Friday, March 13, 2026, and the proposal deadline is…

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$135.1M

+7.4% YoY

Annual Giving

$4.1M

+11.7% YoY

Grant Count

208

+10.6% YoY

Avg Grant Size

$20K

+1.0% YoY

Under IRS private-foundation payout rules, Metrowest Health Foundation Inc reported a distributable amount of $6.0M for 2025 — the minimum it must pay out in qualifying distributions.

Is Metrowest Health Foundation Inc open to new grantees?

19%

first-time grantees, 2025

In 2025, 13 of 68 grantees (19%) were first-time recipients. First grants averaged $19K; repeat grants $67K. How we count

Medians: $20K first-time, $26K repeat.

  • 60% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−18%). Method
  • In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s mission is to improve the health status of the community, individuals, and families through informed and innovative leadership.

Its stated grant priorities include equitable access to care—particularly insurance enrollment, mental health, and vaccine access—housing stability, and food security. Its Basic Health Needs initiative provides flexible, multi-year operating support by invitation to local nonprofits delivering essential services. The foundation identifies primary care, behavioral health, oral health care, health insurance enrollment, medical-legal partnerships, homelessness, and food insecurity among the areas supported through that initiative.

Examples of supported organizations illustrate the range of grantees. Education Development Center describes its mission as advancing every person’s journey to learn, work, and be well. Advocates says it partners with individuals, families, and communities to develop solutions to life challenges. A Place to Turn describes its mission as helping families in need with food, clothing, and household items; Spoonfuls says it recovers and distributes healthy, perishable food.

Grantmaking

In filing year 2025, the foundation reported 208 grants totaling $4,132,414. Individual grants ranged from $2,000 to $353,000, with a median of $12,500. Recent annual grantmaking reported in filings was:

Review Cycle

For the Spring 2026 proposal round, the concept paper deadline is Friday, March 13, 2026, and the proposal deadline is 4:00 p.m. Friday, April 3, 2026. The foundation states that incomplete or late applications will not be considered.

Open Grants

1 open opportunity from Metrowest Health Foundation Inc

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Geographic Focus

Where this funder awards grants

The foundation serves 25 communities in the MetroWest area of Massachusetts. All grant dollars reported for 2025 went to recipients in Massachusetts.

Grant Distribution by State

16states

Share of 2025 grant dollars across all 208 itemized grants.

Cities

FraminghamBostonNatickMarlboroughWorcesterNeedhamWellesleyHudsonNewtonDedhamSudburyWellesley HillsWestonFranklinHopkintonWalthamWashingtonHollistonMilfordCambridge

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M135 grants2019 195 grants2020 138 grants2021 186 grants2022 173 grants2023 188 grants2024 208 grants2025

From 2019 to 2025, annual grant giving ranged from $3.4M (2019) to $5.0M (2022). In 2025 it made 208 grants totaling $4.1M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Education Development Center Inc: $428K across 2 grantsEducation Development CenterInc$428K · 2 grantsAdvocates Inc: $413K across 10 grantsAdvocates Inc$413K · 10 grantsEdward M Kennedy Community Health Center Inc: $395K across 4 grantsEdward M Kennedy CommunityHealth Center Inc$395K · 4 grantsSouth Middlesex Opportunity Council Inc: $215K across 6 grantsSouth Middlesex OpportunityCouncil Inc$215K · 6 grantsMetrowest Legal Services: $158K across 6 grantsMetrowest Legal Services$158K · 6 grantsA Place to Turn: $132K across 3 grantsA Place to Turn$132K · 3 grantsFamily Promise Metrowest: $130K across 4 grantsFamily Promise Metrowest$130K · 4 grantsHudson Health Department: $124K across 7 grantsHudson Health Department$124K · 7 grantsFramingham Public Schools: $114K across 4 grantsFramingham Public Schools$114K · 4 grantsAmazing Things Arts Center Inc: $109K across 2 grantsAmazing Things Arts Center Inc$109K · 2 grants

The largest 2025 recipient was Education Development Center Inc ($428K across 2 grants). Together the top 10 received $2.2M.

Organizations only. It also paid 50 individual scholarships ($190,000), which are not listed by name.

Grant Size Distribution

893 grants across all recorded years

785<$50K77$50–100K22$100–250K9$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 785 grants of 893 (88%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Education Development Center Inc Waltham, MA2025 Metrowest Adolescent Health Survey$353,000
Advocates Inc Framingham, MAMetrowest Care Connection$247,430
Edward M Kennedy Community Health Center Inc Worcester, MABasic Health Needs - Primary Medical Care$175,000
Edward M Kennedy Community Health Center Inc Worcester, MABasic Health Needs - Prescription Assistance$150,000
A Place to Turn Natick, MAExpanding Access to Healthy Food in the Region$82,269
Advocates Inc Framingham, MABasic Health Needs - Behavioral Health$75,000
Amazing Things Arts Center Inc Framingham, MAVoices of the Community$75,000
Metrowest Legal Services Framingham, MABasic Health Needs - Medical-Legal Partnership$75,000
South Middlesex Opportunity Council Inc Framingham, MABasic Health Needs - Homelessness$75,000
South Middlesex Opportunity Council Inc Framingham, MABasic Health Needs - Behavioral Health$75,000

Financial History

Multi-year comparison from IRS filings

The foundation is classified as a private foundation on its Form 990-PF filing. Its reported grant totals and counts for filing years 2023–2025 are shown above.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$135,060,583$125,787,047$108,119,250
Revenue$7,462,850$12,151,282$3,402,243
Expenses$6,385,503$8,538,677$4,746,538
Qualifying Distributions$5,444,576$4,884,082$3,557,387
Net Investment Income$6,231,692$10,690,697$2,101,362
Distributable Amount$5,982,356$5,407,524$4,906,484

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS January 8, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 4, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 10, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS January 12, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 15, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 28, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 30, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Phillip O. Gonzalez as president/CEO; Claire Levesque as chair as of December 2024; Gillian Carcia as vice chair; John Corron as treasurer; and Carol Gloff as clerk. Trustees listed are Lino Covarrubias, Kathleen Herrman, James Hicks, and Mari Barrera. Anna Carollo Cross is listed as chair until December 2024.

Metrowest Health Foundation Inc is led by Phillip O. Gonzalez, President & CEO on every filing since 2024; 1 of 14 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Phillip O. Gonzalez

    President & CEO

    On filings since 2024

    40 hrs/week

    $200K (2024) → $251K (2025)

  • Anna Carollo Cross

    Chair

    Vice Chair → V.chair & Chair, 2024

    V.chair & Chair → Chair, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Claire Levesque

    Chair

    Trustee → Chair, 2025

    On filings since 2022

    1.5 hrs/week

    No compensation reported

  • Kathleen Herrman

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Lino Covarrubias

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • William Iberg

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • James Hicks

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Mari Barrera

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Cheryl Aglio Girelli

    Trustee

    On filings since 2023

    1 hr/week

    No compensation reported

  • Paula Kaminow

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

  • Robert Sousa

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

  • Carol Gloff

    Clerk

    Trustee → Clerk, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • John Corron

    Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

  • Gillian Carcia

    Vice Chair

    Trustee → Vice Chair, 2024

    On filings since 2022

    1 hr/week

    No compensation reported

Former officers (7)
  • Former: Martin Cohen (2019–2024) — President & CEO
  • Former: William Graham (2019–2024) — Chair
  • Former: Coleen Toronto (2019–2023) — Trustee
  • Former: Alan Geller (2019–2022) — Trustee
  • Former: John Krikorian (2019–2022) — Trustee
  • Former: Anne Marie Boursiquot King (2019–2021) — Trustee
  • Former: Simone Gill (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Phillip O Gonzalez — President/CEO: $251KPhillip O GonzalezPresident/CEO$251K

The highest reported compensation on the 2025 filing was $251K, to Phillip O Gonzalez (President/CEO).

Contact

Application contact: Phillip Gonzalez President Metrowes
Mailing address: 161 Worcester Road Suite 202, Framingham, MA 01701
Phone: (508) 879-7625
Website: https://mwhealth.org

Frequently asked questions about Metrowest Health Foundation Inc

How much does Metrowest Health Foundation Inc give each year?

Metrowest Health Foundation Inc gave $4.1M across 208 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.7M across 188 grants.

What is Metrowest Health Foundation Inc's typical grant size?

Metrowest Health Foundation Inc's median grant in 2025 was $12,500, and its average grant was $19,867, across 208 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Metrowest Health Foundation Inc that year got $19K on average.

Where does Metrowest Health Foundation Inc give grants?

Metrowest Health Foundation Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Framingham, MA (66 grants), Natick, MA (21 grants), Dedham, MA (8 grants) and Worcester, MA (7 grants).

Does Metrowest Health Foundation Inc give general operating support?

Not in 2025: none of the 208 grants with a stated purpose on Metrowest Health Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Medical/Clinical Scholarship" (29 grants), "Meeting the Moment" (22 grants) and "Nursing Scholarship" (22 grants).

Who are Metrowest Health Foundation Inc's largest grantees?

Metrowest Health Foundation Inc's largest 2025 grantees include Education Development Center Inc ($427,784 across 2 grants), Advocates Inc ($412,828 across 10 grants) and Edward M Kennedy Community Health Center Inc ($395,000 across 4 grants), according to its 2025 IRS Form 990-PF. It also paid 50 individual scholarships ($190,000), which are not listed by name. Together they received 30% of its itemized 2025 grant dollars.

How large is Metrowest Health Foundation Inc?

Metrowest Health Foundation Inc reported $135.1M in total assets on its 2025 IRS Form 990-PF. It paid out $5.4M in qualifying distributions that year, against a required minimum of $6.0M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Metrowest Health Foundation Inc fund?

The foundation’s mission is to improve the health status of the community, individuals, and families through informed and innovative leadership. See mission & focus areas ↑

How do I apply for a grant from Metrowest Health Foundation Inc?

Submit a concept paper and logic model before a full online proposal. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Metrowest Health Foundation Inc's EIN?

Metrowest Health Foundation Inc's EIN (Employer Identification Number) is 04-2121342. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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