2024-05-15T16:02:48-04:00 2023-12-31 042628601 FLETCHER TILTON PC 100 FRONT STREET 5TH FLOOR WORCESTER MA 016081779 990PF 2023-01-01 046113491 RUTH H & WARREN A ELLSWORTH FOUNDATION RUTH 5084598000 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 SUMNER B TILTON JR TRUSTEE 2024-05-06 true SUMNER B TILTON JR XXX-XX-XXXX false SUSAN CONNELLY EA P00236640 5084598000 2024-05-15 2023 2023-04-26 12:10:37Z X 20869429 X X 688392 688392 27121 1069883 27121 715513 715513 87000 87000 206913 103456 103457 6399 6399 16678 9857 910 910 317900 119712 191367 819400 819400 1137300 119712 1010767 -421787 595801 210695 474071 474071 16573754 15888591 20395358 16784449 16362662 20869429 0 X 16784449 16362662 16784449 16362662 16784449 16362662 16784449 -421787 16362662 16362662 GMO TRUST GBL D 2014-12-31 2023-11-13 1243 1324 -81 -81 GMO TRUST GBL P 2014-12-31 2023-11-13 89945 95847 -5902 -5902 GMO TRUST GBL P 2013-08-27 2023-11-13 397128 433000 -35872 -35872 GMO TRUST GBL P 2008-07-08 2023-11-13 76934 79571 -2637 -2637 GMO TRUST GBL P 2005-12-29 2023-11-13 230236 257747 -27511 -27511 GMO TRUST GBL P 2006-07-06 2023-11-13 102136 114841 -12705 -12705 GMO TRUST GBL P 2005-09-20 2023-11-13 53011 60432 -7421 -7421 27121 8282 8282 8282 8800 8800 518 518 false false false false false false false true true MA true false false false false true N/A FLETCHER TILTON PC 5084598000 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 false false false false true false false false false false false false false false false false false false false false false TODD H WETZEL 154 WEST PLAIN STREET WAYLAND MA 01778 TRUSTEE 1.00 18000 0 0 JOYCE W HALL 27 DRIFTWOOD DRIVE HOLDEN MA 01520 TRUSTEE 1.00 18000 0 0 SUMNER B TILTON JR 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 TRUSTEE 1.00 15000 0 0 MARK R WETZEL 84 DONAHUE ROAD NORTH GRANBY CT 06060 TRUSTEE 1.00 18000 0 0 ROBERT F WETZEL 1085 BOYLSTON STREET UNIT 502 BOSTON MA 02215 TRUSTEE 1.00 18000 0 0 NONE FLETCHER TILTON PC 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 TRUST/ACCT FEES 206913 N/A 20060013 163249 0 20223262 20223262 303349 19919913 995996 995996 8282 8282 987714 987714 987714 1010767 1010767 987714 88407 1010767 88407 922360 65354 SUMNER B TILTON JR 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 5084598000 A PROPOSAL SHOULD BE IN LETTER FORM AND SHOULD INCLUDE THE GOALS AND OBJECTIVES OF THE REQUEST TOGETHER WITH A PLAN FOR ACCOMPLISHING THE SAME. IT SHOULD INCLUDE THE PROJECT BUDGET AND EVIDENCE OF 501(C)(3) TAX EXEMPT STATUS. SUBMISSIONS MUST BE MADE PRIOR TO JUNE 1. GRANTS ARE PROVIDED TO HEALTH, EDUCATIONAL, CULTURAL AND HUMAN SERVICE ORGANIZATIONS THAT ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE THAT ARE BASED IN THE WORCESTER AREA. ABBY KELLEY FOSTER HOUSE INC 52 HIGH STREET WORCESTER MA 01609 NONE PUBLIC CAPITAL PROJECT RENOVATE 21-23 CROWN 40000 ALL SAINTS EPISCOPAL CHURCH 10 IRVING STREET WORCESTER MA 01609 NONE PUBLIC GENERAL SBTJ MATCH 1000 AMERICAN ANTIQUARIAN SOCIETY 185 SALISBURY STREET WORCESTER MA 01609 NONE PUBLIC USUAL ANNUAL - GENERAL 3000 AMERICAN RED CROSS OF CENTRAL MASSA THE REMILLARD BUILDING 200 CENTURY DRIVW WORCESTER MA 01606 NONE PUBLIC USUAL ANNUAL 5000 APPALACHIAN MOUNTAIN CLUB 10 CITY SQUARE BOSTON MA 02129 NONE PUBLIC CORE PROGRAM FOR WORCESTER AREA PART 5000 BANCROFT SCHOOL 110 SHORE DRIVE WORCESTER MA 01605 NONE PUBLIC THW MATCH- GENERAL 1500 BANCROFT SCHOOL 110 SHORE DRIVE WORCESTER MA 01605 NONE PUBLIC ROBBIE -MATCH - GENERAL 1500 BARTON CENTER FOR DIABETES EDUCATIO 30 ENNIS ROAD P O BOX NORTH OXFORD MA 01537 NONE PUBLIC THW - ROBBIE MATCH - GENERAL 1500 BIG BROTHERS BIG SISTERS OF CENTRAL 18 CHESTNUT STREET SUITE 340 WORCESTER MA 01608 NONE PUBLIC CORE PROGRAMING 10000 BOTTOM LINE 500 ARMORY STREET SUITE 3 JAMAICA PLAIN MA 02130 NONE PUBLIC FIRST GENERATION COLLEGE PROGRAM 20000 CASA PROJECT INC (THE) 100 GROVE STREET WORCESTER MA 01605 NONE PUBLIC CHILD COURT ADVOCACY PROGRAM 20000 CENTRO INC 100 GROVE STREET WORCESTER MA 01605 NONE PUBLIC GENERAL - UNSOLICITED 40000 CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 NONE PUBLIC WETZEL TERRACE 21900 CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 NONE PUBLIC CAPITAL CAMPAIGN 85000 CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 NONE PUBLIC GENERAL SUPPORT MRW- MATCH 13000 CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 NONE PUBLIC SBTJ MATCH GENERAL 5000 CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 NONE PUBLIC SBTJ MATCH GENERAL -ADD'L 3000 COMMUNITY HARVEST PROJECT 37 WHEELER ROAD NORTH GRAFTON MA 01536 NONE PUBLIC FOOD SOURCING PROGRAM 15000 DEVEREUX MASSACHUSETTS 60 MILES ROAD RUTLAND MA 01543 NONE PPUBLIC NEW GROUP HOME FACILITY 25000 DEVEREUX MASSACHUSETTS 60 MILES ROAD RUTLAND MA 01543 NONE PUBLIC USUAL ANNUAL 3000 DISMAS HOUSE OF MASSACHUSETTS INC PO BOX 30125 WORCESTER MA 01603 NONE PUBLIC FARM STEWARD PROGRAM 5000 EASTERSEALS MASSACHUSETTS 18 CHESTNUT STR STE 200 WORCESTER MA 01608 NONE PUBLIC ESMA CHILDREN AND YOUTH SERVICES 15000 ECOTARIUM 222 HARRINGTON WAY WORCESTER MA 01604 NONE PUBLIC USUAL ANNUALEDUCATION PROGRAMS AND O 50000 ECOTARIUM 222 HARRINGTON WAY WORCESTER MA 01604 NONE PUBLIC USUAL ANNUAL 5000 ECOTARIUM 222 HARRINGTON WAY WORCESTER MA 01604 NONE PUBLIC SBTJ- MATCHGENERAL 1000 FIRST UNITARIAN CHURCH 90 MAIN STREET WORCESTER MA 01608 NONE PUBLIC THW-MATCH GENERAL 1500 HABITAT FOR HUMANITY MERTO WEST 640 LINCOLN STR STE 1001 WORCESTER MA 01505 NONE PUBLIC AFFORDABLE HSING 20000 JOY OF MUSIC PROGRAM INC 1 GORHAM STREET WORCESTER MA 01605 NONE PUBLIC USUAL ANNUAL 2500 MAIN SOUTH COMMUNITY DEVELOPMENT CO 875 MAIN STREET WORCESTER MA 01610 NONE PUBLIC CORE PROGRAMQUALIFIES FOR 50% CITC 15000 MASSACHUSETTS AUDUBON SOCIETY 414 MASSASOIT RD WORCESTER MA 01604 NONE PUBLIC YOUTH CLIMATE LEADERSHIP 5000 MASSACHUSETTS SYMPHONY ORCHESTRA TUCKERMAN HALLBOX 20070 WORCESTER MA 01602 NONE PUBLIC USUAL ANNAL 3000 MECHANICS HALL 321 MAIN STREET WORCESTER MA 01608 NONE PUBLIC USUAL ANNUAL 35000 MUSIC WORCESTER INC 319 MAIN STREET WORCESTER MA 01608 NONE PUBLIC PURCHASE EQUIPMENT 10000 MUSIC WORCESTER INC 319 MAIN STREET WORCESTER MA 01608 NONE PUBLIC USUAL ANNUAL 3000 NATIVITY SCHOOL OF WORCESTER 67 LINCOLN ST WORCESTER MA 01605 NONE PUBLIC CAPITAL IMPROVEMENT BUILDINGS 50000 NEW ENGLAND BOTANIC GARDEN 11 FRENCH DRIVE PO BOX 598 BOYLSTON MA 01505 NONE PUBLIC SBTJ MATCH 1000 RACHEL'S TABLE 633 SALISBURY STREET WORCESTER MA 01609 NONE PUBLIC USUAL ANNUALCHILDREN'S MILK FUND 5000 REGIONAL ENVIRONMENTAL COUNCIL PO BOX 255 WORCESTER MA 01613 NONE PUBLIC YOUTH GROW (GROWING ORGANICS IN WORC 30000 SOUTHEAST ASIAN COALITION OF CENTRA 50 PORTLAND STREET SUITE 521 WORCESTER MA 01608 NONE PUBLIC CORE PROGRAMS 50% CITC 10000 ST JOHN'S FOOD FOR THE POOR PROGRA 20 TEMPLE STREET WORCESTER MA 01604 NONE PUBLIC CORE PROGRAM 20000 STRAIGHT AHEAD MINISTRIES 791 MAIN STREET WORCESTER MA 01610 NONE PUBLIC WORCESTER YOUTH RE-ENTRY PRO 15000 UNITED WAY OF CENTRAL MASSACHUSETTS 18 CHESTNUT ST STE 530 WORCESTER MA 01608 NONE PUBLIC JWH MATCHING GIFT 10000 UNITED WAY OF CENTRAL MASSACHUSETTS 18 CHESTNUT ST STE 530 WORCESTER MA 01608 NONE PUBLIC THW MATCHING GIFT 10000 UNITED WAY OF CENTRAL MASSACHUSETTS 18 CHESTNUT ST STE 530 WORCESTER MA 01608 NONE PUBLIC USUAL ANNUAL 3000 UNITED WAY OF CENTRAL MASSACHUSETTS 18 CHESTNUT ST STE 530 WORCESTER MA 01608 NONE PUBLIC ROBBIE MATCH GENERAL 10000 VNA CARE NETWORK & HOSPICE INC 120 THOMAS STREET WORCESTER MA 01608 NONE PUBLIC ROSE MONAHAN HOSPICE RENOVATIONS 25000 WORCESTER ART MUSEUM 55 SALISBURY STREET WORCESTER MA 01609 NONE PUBLIC 200,000 OVER 5 YEARSCAPITAL IMPROVE 50000 WORCESTER ART MUSEUM 55 SALISBURY STREET WORCESTER MA 01609 NONE PUBLIC SBTJ - MATCHGENERAL 1000 WORCESTER HISTORICAL MUSEUM 30 ELM STREET WORCESTER MA 01609 NONE PUBLIC USUAL ANNUAL 3000 WORCESTER REGIONAL RESEARCH BUREAU 390 MAIN STREET SUITE 20 WORCESTER MA 01608 NONE PUBLIC CORE PROGRAMUSUAL ANNUAL 5000 WORCESTER YOUTH CENTER 326 CHANDLER STREET PO WORCESTER MA 01602 NONE PUBLIC CORE YOUTH PROGRAM 10000 YOU INC- SEVEN HILLS FOUNDATIO 81 HOPE AVENUE WORCESTER MA 01603 NONE PUBLIC TECHNOLOGY UPDATES AT ELLSWORTH CHIL 25000 YOU INC - SEVEN HILLS 81 HOPE AVENUE WORCESTER MA 01603 NONE PUBLIC DYNAMY YOUTH ACADEMY 15000 YMCA OF CENTRAL MASSACHUSETTS 766 MAIN STREET WORCESTER MA 01610 NONE PUBLIC USUAL ANNUAL 5000 YMCA OF CENTRAL MASSACHUSETTS 766 MAIN STREET WORCESTER MA 01610 NONE PUBLIC RENOVATE CENTRAL 20000 YMCA OF CENTRAL MASSACHUSETTS 766 MAIN STREET WORCESTER MA 01608 NONE PUBLIC SBTJ MATCH GENERAL 1000 YWCA OF CENTRAL MASSACHUSETTSS 1 SALEM SQUARE WORCESTER MA 01608 NONE PUBLIC CORE PROGRAM 5000 819400 MUSIC WORCESTER INC 319 MAIN STREET WORCESTER MA 01608 NONE PUBLIC INSTRUMENT AND EQUIPMENT PURCHASES / 30000 YOU INC- SEVEN HILLS FOUNDATIO 81 HOPE AVENUE WORCESTER MA 01603 NONE PUBLIC TECHNOLOGY UPDATES AT ELLSWORTH CHIL 25000 UNITED WAY OF CENTRAL MASSACHUSETTS 18 CHESTNUT ST STE 530 WORCESTER MA 01608 NONE PUBLIC GENERAL - THW MATCH 10000 UNITED WAY OF CENTRAL MASSACHUSETTS 18 CHESTNUT ST STE 530 WORCESTER MA 01608 NONE PUBLIC GENERAL - JOY'S MATCH 10000 UNITED WAY OF CENTRAL MASSACHUSETTS 18 CHESTNUT ST STE 530 WORCESTER MA 01608 NONE PUBLIC GENERAL - RHW - MATCH 10000 YMCA OF CENTRAL MASSACJHUSETTS 766 MAIN STREET WORCESTER MA 01608 NONE PUBLIC RENOVATE THE CENTRAL COMMUNITY 30000 BOTTOM LINE 500 ARMORY ST STE 3 JAMAICA PLAIN MA 02130 NONE PUBLIC FIRST GENERATION COLLEGE 20000 CENTRO INC 11 SYCAMORE STREET WORCESTER MA 01608 NONE PUBLIC ADDITIONAL INVESTMENT MAIN MIDDLE 50000 CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 NONE PUBLIC CAPITAL CAMPAIGN 425000 ECOTARIUM 222 HARRINGTON WAY WORCESTER MA 01604 NONE PUBLIC PHASE III CAPITAL CAMPAIGN 140000 MECHANICS HALL 321 MAIN STREET WORCESTER MA 01608 NONE PUBLIC INSTRUMENT AND EQUIPMENT 65000 NATIVITY SCHOOL OF WORCESTER 670LINCOLN ST WORCESTER MA 01605 NONE PUBLIC CAPITAL CAMPAIGN 140000 REGIONAL ENVIRONMENTAL COUNCIL PO BOX 255 WORCESTER MA 01613 NONE PUBLIC CAPITAL CAMPAIGN 40000 WORCESTER ART MUSEUM 55 SALISBURY ST WORCESTER MA 01609 NONE PUBLIC CENTRAL ELEVATOR PROJECY 120000 1115000 14 688392 18 27121 715513 715513 false false false false false false false false false false TRUST AND ACCOUNTING FEES 205113 102556 102557 TAX PREP FEE 1800 900 900 FTW & CO - INTL MUTUAL FUNDS AT COST 4705626 5612280 FTW & CO - BALANCED MUTUAL FUNDS AT COST 1022979 1203534 FTW&CO - EQUITY MUTUAL FUNDS AT COST 6209730 9552616 FTW&CO - ALTERNATIVE AT COST 1201459 1621817 FTW&CO - FIXED INCOME AT COST 2748797 2405111 EXPENSES MASSACHUSETTS PC FILING FEE 250 250 ANNUAL MICROEDGE FEE 578 578 METTING EXPENSES 82 82 FTW&CO CUSTODY FEES 6399 6399 FOREIGN TAX 9857 9857 FED TAXES PAID 6821