Category Archives: Financial

Medfield Foundation Legacy Fund – 2026 Grants

MEDFIELD FOUNDATION LEGACY FUND NOW ACCEPTING

NON-PROFIT GRANT APPLICATIONS


The Medfield Foundation Legacy Fund has announced that applications are now being accepted for its 2026 Community Impact Grants.  Up to $40,000 in grants will be awarded, and any Medfield-based nonprofit or Town department is eligible.  Applicants are welcome to submit a grant request online at https://www.medfieldfoundation.org/ by March 15, 2026.

The Medfield Foundation Legacy Fund Community Board will review all submissions and select the finalists who will be invited to PITCH IT!, a Shark Tank-type event to be held in person on April 16, 2026.  At PITCH IT!, applicants will present their proposal, goals, and financial needs and directly engage with the Community Board on their projects.  The Community Board will make its final selection of grant recipients for the 2026 funding round in late April, 2026. 

This year marks the sixth round of Legacy Fund Community Impact grants.  To date, over $136,000 has been awarded to thirteen organizations, including the Cultural Alliance of Medfield, the Friends of the MHS Theatre Society, the Friends of the Medfield Rail Trail, Medfield Cares About Prevention, Medfield Outreach, The Peak House Heritage Center, Zullo Gallery and Sustainable Medfield. 

Grantees have used their awards to further important projects in Medfield and, in some cases, to leverage significant additional resources such as matching grants or federal or state funding.  This year’s applicants should be prepared to illustrate a strong and compelling current need for funds, and possibly present how those funds may generate additional investments in the Medfield community as well. 

Act fast to take advantage of this spectacular opportunity!

ABOUT THE MEDFIELD FOUNDATION LEGACY FUND

The Medfield Foundation Legacy Fund is a professionally-managed endowment created to support community-driven projects. Volunteer-run and designed to complement the initiatives of Medfield organizations, the Medfield Foundation Legacy Fund raises private funds for public good.  The Legacy Fund invests for the long term while also helping to address current community needs through annual competitive grantmaking for immediate positive impact.

For more information or to contribute to the Medfield Foundation Legacy Fund, please visit https://www.medfieldfoundation.org/.

Make an impact. Leave a Legacy!

Warrant Committee on Budget/Override

From Stephen Callahan, Chair of the Warrant Committee, this afternoon –

Discussion of Operating Budget
Override Article
Warrant Committee
January 13, 2026
Discussion of Operating Budget
Override Article
Warrant Committee
January 13, 2026
Updates
Budget A (Prop 2 ½ budget): New department guidance recommends 1.3% growth
rate and asks departments to idenfify cuts and savings to achieve a balanced budget.
The Select Board has voted for a placeholder for an operating budget override on the
2026 Town Warrant.
The Governor’s budget preview is expected on January 23rd, after which updated
guidance will be provided.
Many municipalities, as reported in a recent Boston Globe article, are struggling with
their budgets this year.
Why is there
an Article to
Override the
Levy Limit?
Proposition 2 ½ : The Structural Math
• Major Cost Drivers: +4 – 18% per year
Health Insurance
Special Education
Transportation
Utilities
Contractual Wages
Result: A predictable multiple year structural gap
Preference for residents to be provided with a
choice to restore some costs and service cuts
while weighing the related tax impact.Why Now?
Inflationary pressures remain high, especially in health
insurance.
Growth in state aid is modest and not sufficient to cover
increased costs and Federal relief funds have been
exhausted.
Department level service budgets are estimating annual
increases of 3% -5% for FY 2027.
Proactive planning is necessary to avoid future negative
“cliff” decisions.
Voter approved override can bridge the gap, maintaining
service levels and preventing cuts.
Scenario
Modeling of
Department
Budgets
Estimate of FY 2027 Baseline Average
Single Family Tax Bill Increase of $401
Department Budget Growth Scenarios
of:
+2.5%
+3.0%
+3.5%
Override to the Levy Limit: Impact to
Average Single Family Tax Bill
Budget
Options
Budget A ( Prop 2 ½ budget):
• Warrant Committee provided department
budget growth guidance of 1.3% with request
to identify prioritized cost and service cuts.
Budget B (Override budget):
• When deciding which cuts to restore,
departments are looking for WC guidance and
input.
• What is a reasonable department growth
rate? What is a reasonable single family tax
increase that is sustainable and has the best
possibility of passage at Town Meeting?
Scenario
Modeling of
Department
Budgets
Estimate of FY 2027 Baseline Average
Single Family Tax Bill Increase of $401
Department Budget Growth Scenarios
of:
+2.5%
+3.0%
+3.5%
Override to the Levy Limit: Impact to
Average Single Family Tax Bill
Department Budget Growth of 2.5%
FY 2026
FY 2027
Forecast
Prop 2 /12
$ Change
FY 26 to FY
27
%
Change
FY 26 to
FY 27
FY 2027
Forecast
$ Change
FY 26 to FY
27
%
Change
FY 26 to
FY 27
Override
Amount
Remaining
Revenue Available
for Departments $ 59,082,913 $ 5 9,829,657 $ 746,744 1.3% $ 60,559,986 $ 1,477,073 2.5% $ 730,329
School Department $ 44,598,730 $ 4 5,158,788 $ 560,058 1.26% $ 45,706,535 $ 1,107,805 2.48%
Town Departments $ 14,484,183 $ 1 4,670,869 $ 186,686 1.29% $ 14,853,451 $ 369,268 2.55%
Total $ 59,082,913 $ 5 9,829,657 $ 746,744 1.3% $ 60,559,986 $ 1,477,073 2.5%

Impact to Average Single Family Tax Bill
FY 2027 Assumed Department Growth
2.5% 3.0% 3.5%
Assumed Override Amount $ 730,329 $ 1,025,743 $ 1,321,158
Estimated Average Single Family Tax Bill Impact for Department Override $ 1 75 $ 247 $ 319
Estimated Average Single Family Tax Bill Impact within Prop 2 1/2 $ 4 01 $ 401 $ 401
Estimated FY 2027 Total Single Family Tax Bill Impact with Override $ 5 76 $ 648 $ 720
Assumes Average Single Family Assessed Value $1,028,374
Assumes the Estimated Property Tax Increase Within Prop 2 ½ is $1,680,701
Preferred Scenario ???
• Final recommended override amount will be after Warrant
Committee review of savings from department detailed cost
reductions and services from a Level Service budget.
• Criteria will include tax impact on residents, service restoration
extent, alignment with community priorities and fiscal
sustainability.
• Provide preliminary guidance (subject to change) to
departments for Override budgets

FY27 PROPOSED OPERATING BUDGET REDUCTIONS

From Town Administrator, Kristine Trierweiler this morning, her FY27 PROPOSED OPERATING BUDGET
REDUCTIONS to the Warrant Committee last night –

FY27 PROPOSED OPERATING BUDGET
REDUCTIONS
Department Proposed Cuts
Police Department Eliminate on-call animal control officer
Police Department Eliminate funding to staff community events at no charge
Assessor’s Department Reduce Full Time Admin to Part Time
MSH Maintenance Eliminate dog waste pickups
Select Board Eliminate printing GFOA Budget Book
Select Board Eliminate offsite storage at Montrose
Facilities Reduction of electricity budget due to solar
Parks and Recreation Reduction in overtime budget

MMA Suggests Solutions to Declining State Aid

GET THE FULL ARTICLE VIA THE LINK BELOW:

State aid – Unrestricted General Government Aid, or UGGA – to Medfield has declined for decades, and today is at less than half the level of our real estate property tax revenue that it was in 2007. The declining state aid has increasingly moved municipal services from being funded by the state income tax to the local property tax.

Thanks to Steve Callahan, Chair of the Warrant Committee for circulating the link to the Massachusetts Municipal Association piece that Assistant Town Administrator, Brittney Franklin shared with him.

Thanks too to the Massachusetts Municipal Association for focusing on this issue of inadequate and declining state funding.

Town’s Buildings Require $100m in Repairs in Next 5 years

 https://town.medfield.net/DocumentCenter/View/9333/Medfield_CapitalPlan_DecarbonizationStudy-1

Black Out at Budget Workshop

MEDFIELD POLICE DEPARTMENT photo –

The Warrant Committee’s joint budget workshop with the Select Board and School Committee last night was ended by this tree on the wires along Main Street that turned off the electricity to the Medfield High School library, putting the meeting into darkness – the MHS’s emergency generator failed to come on. The meeting proceeded in the dimness for a short time illuminated only by the light from the computer screens and cell phones, and apparently was still being broadcast on backup power.

The workshop discussion will be re-scheduled and the discussions will continue.

Issue = only an additional 1.2% budget monies are available for spending increases for FY27, so even level funding is not possible. Plus large capital expenses required:

  1. $120 m. required to repair town buildings over the next 20 years.
  2. $100 m. required in next 5 years for priority building repairs – roofs and building envelopes.
  3. Dale Street School must be replaced.

Overrides seem needed, unless residents want fewer services.

Thank you to the Warrant Committee for starting the discussion!

Massachusetts losing $3.7 billion to Trump policies, per state dashboard

From the Globe –

New dashboard shows exactly how much federal funding Mass. is losing out on under Trump

Many Massachusetts residents are at risk of losing their Medicaid coverage, SNAP benefits, and more under the cuts.

Massachusetts is losing about $3.7 billion in federal funds due to actions by the Trump administration and the Republican-controlled Congress. Suzanne Kreiter/Boston Globe

By Ross CristantielloOctober 7, 2025 | 11:24 AM

Massachusetts officials launched a new online dashboard this week designed to clearly show how federal funding cuts are negatively impacting Massachusetts under the Trump administration. All told, the state has lost about $3.7 billion due to President Trump and a Congress beholden to him, according to the dashboard.  

From Massachusetts state website

Trump’s One Big Beautiful Bill Causes $650 m. Hole in Mass State Budget

  Read Online

New tax provisions brings a $650M state budget hit with the shutdown adding to the woes


  Sam Drysdale share on facebook   share on twitter   share on threads   share on linkedin

Just three months into the new fiscal year, lawmakers learned about a new wrinkle caused by the One Big Beautiful Bill: federal tax law changes within the new law that could remove $650 million in state tax revenue supports that are holding up the $61 billion annual budget.

The sweeping federal legislation, signed the same day as the state budget, could siphon hundreds of millions from Beacon Hill’s coffers, a development disclosed at an economic roundtable. The news is forcing lawmakers to rethink core assumptions and scramble for possible fiscal workarounds. Add a full-blown federal government shutdown to the mix, and the state’s economic footing looks shakier by the day.

The shutdown became official on Wednesday. Federal offices closed. Economic data streams went dark. Gov. Maura Healey didn’t mince words: “It’s terrible for our country.”

She blasted Congressional Republicans for “driving us over a cliff.”

Roughly 45,000 federal workers who live in Massachusetts could be facing furloughs, and state officials began preliminary planning last week to keep key programs afloat while federal dollars are paused.

The U.S. Department of Labor also confirmed that Friday’s national jobs report would be shelved, sidelining data that influences economic, government and business decisions.

On Tuesday, Revenue Commissioner Geoffrey Snyder dropped the news about the $650 million exposure that occurs because the state is “coupled” with many federal tax provisions, creating ripple effects.

“This is one of the more challenging times that we’ve faced from a fiscal perspective,” said House Ways and Means Chair Aaron Michlewitz, noting that while several options are on the table, few are ideal.

Budget leaders are now weighing, at a minimum, whether to dip into reserves, revise revenue forecasts mid-year (a decision due by Oct. 15), or decouple state tax law from specific parts of the federal code.

Administration and Finance Secretary Matt Gorzkowicz was blunt: “There’s a lot of uncertainty, and there’s a lot of things we have to consider in managing that.”

Pressed on whether midyear budget cuts might be necessary, Gorzkowicz said simply: “I don’t know.”

The state does $860 million in unallocated funds built into the budget, perhaps with some foresight of what was coming but possibly also due to the common legislative tendency to pass supplemental budgets.

Sen. Michael Rodrigues, however, signaled restraint around the state’s over-$8 billion reserve fund: “We have other tools available. I’d be hard-pressed to suggest dipping into the Stabilization Fund right now.”

State Flush with $, but not Sharing

From the Statehouse News Service Weekly Roundup (that former Medfield resident John Nunnari faithfully continues to share with me weekly, despite being gone 5+ years) –

“State tax collections continue to cruise, putting the total haul with just one month left in the fiscal year more than $2.8 billion ahead of last year’s pace”

Yet the state is not sharing so much with Medfield this year. Current Cherry Sheet estimated increases for state revenue sharing with towns over last year are modest.

House budget issued per MMA

The Massachusetts Municipal Association emailed this afternoon about what is in the House version of the budget, which was released this afternoon. The Governor proposed raising our UGGA by 3%, but the House only came through with a 1% increase. Medfield’s draft Cherry Sheet based on these House numbers will be available later this week.

In general, state aid to Medfield has been declining for years, meaning that more of what the town needs to provide for its citizens must be done with property taxes.

House Ways & Means Committee Files $57.9B FY2025 Spending Proposal  
April 10, 2024  

Earlier today, the House Ways & Means Committee released a $57.9 billion state budget plan for fiscal 2025. The proposal includes several important investments in schools and municipalities, despite more modest state revenue expectations than in recent years.   The House Ways & Means Committee budget, H. 4600, offers important progress on a top local aid priority, by adding $37 million to lift the per-pupil minimum aid amount from $30 per student to $104. This is welcome news for 228 districts across the Commonwealth that were statutorily set to receive an increase of less than $104 per student in Chapter 70 aid funding.   The HWM budget includes a 1% increase in Unrestricted General Government Aid (UGGA) over last year, lower than the 3% increase offered by the Governor. During the budget debate and legislative session, the MMA will work to build on this figure, and will continue to advocate strongly for a further increase in Unrestricted General Government Aid as well as other key municipal aid accounts. The state’s changing revenue landscape underscores the need for collective advocacy from local officials in several essential areas.  

The MMA will reach out in the weeks ahead with more information on critical advocacy opportunities during the House budget debate.   The following are key components of the HWM proposal for municipalities:  

Unrestricted General Government Aid – $12.7 million increase The HWM budget includes a $12.7 million increase in the Unrestricted General Government Aid account, a 1% increase over fiscal 2024. This is below the Governor’s recommendation of a 3% increase for fiscal 2025.  

Chapter 70 School Aid – $308.7 million increase lifts Minimum Aid to $104 Per Student The HWM budget recommendation continues implementation of the funding schedules in the 2019 Student Opportunity Act to stay on track with the law’s intended schedule. The proposal represents funding year four of the law’s six-year rollout. In a major win for cities and towns, the House Ways and Means proposal increases per-pupil spending for Minimum Aid districts from $30 to $104 per student, leveraging surtax revenues to increase the total for Minimum Aid districts by $37 million. This would benefit the 228 out of 318 districts that were set to receive an increase of less than $104 per student for fiscal 2025.  

Charter School Reimbursements – $199 million The HWM budget would fund the charter school reimbursement account at $199 million, intended to meet the commitment to fund the state’s statutory obligation to mitigate Chapter 70 losses to charter schools.  

Rural School Aid – $7.5 million The HWM budget would fund Rural School Aid at $7.5 million for eligible towns and regional school districts. The grant program helps districts facing the challenge of declining enrollment to identify ways to form regional school districts or regionalize certain school services to create efficiencies. This amount reflects a decrease from fiscal 2024, which was funded at $15 million.  

Special Education Circuit Breaker – $492.2 million The HWM budget would fund the Special Education Circuit Breaker program at $492.2 million. By leveraging $75 million from a recently passed fiscal 2023 supplemental budget, total funding in fiscal 2025 would be $567 million via this proposal.  

Regional School Transportation – $99.4 million The HWM budget submission would fund regional transportation reimbursements at $99.4 million for fiscal 2025. According to updated cost projections from the Department of Elementary and Secondary Education, this represents an 87% reimbursement of anticipated claims.  

McKinney-Vento Reimbursements – $28.6 million The HWM budget would fund reimbursements for the transportation of homeless students at $28.6 million for fiscal 2025. The impact of this funding level by community will depend on the number of homeless families that remain sheltered in local hotels and motels. According to updated cost projections from the Department of Elementary and Secondary Education, the HWM proposal represents 74.4% of anticipated claims for fiscal 2025.   The HWM budget does not have a line item for out-of-district vocational transportation, which was funded at $1 million in fiscal 2024.  

Payments-in-Lieu-of-Taxes (PILOT) – $51.8 million The HWM budget would fund PILOT payments at $51.8 million, an increase of $334,000. This amount should hold communities harmless from recent valuations.  

Surtax Investments   Fiscal 2025 is the second year that revenue from the Fair Share amendment will be allocated. The HWM budget proposes $1.3 billion in Fair Share investments in education and transportation needs, including the following of note to municipalities:  

Supplemental Local Road and Bridge Funding – $25 million The HWM budget proposes an additional $25 million of surtax revenue for supplemental local road and bridge funding. This amount would be separate from the annual Chapter 90 bond authorization. This funding would be put to use immediately by cities and towns to repair crumbling local roads, advance critically needed projects, and improve safety on our neighborhood roadways.  

Green School Works – $10 million The HWM proposal includes $10 million for the Green School Works grant program that was launched during fiscal 2024. This program, administered through DESE, provides financial support to K-12 districts to install or maintain clean energy infrastructure.  

Universal School Meals – $190 million The HWM proposal includes $190 million to continue the Universal School Meals program, allowing all Massachusetts students to eat for free at school, regardless of household income.  

Outside Sections   Disaster Relief and Resiliency Fund The HWM budget includes an outside section (Section 37) to establish a permanent Disaster Relief and Resiliency Fund, which intends to provide relief to municipalities impacted by extreme weather events. Outside Section 92 directs the state’s comptroller to transfer $14 million from any consolidated net budget surplus for fiscal 2025 to the Disaster Relief and Resiliency Fund.  

Creation of an iLottery, Dedicated to Early Education The HWM budget includes an outside section that would allow the Massachusetts State Lottery to create an online platform, or iLottery, with the resulting new revenue targeted to early education and care programming. While these are very worthwhile programs, they are not the intended mission of the Lottery for more than 50 years, which is to fund aid to cities and towns.  

Next Steps Members of the House have until 5 p.m. on Friday to file budget amendments. The House is expected to begin debate on its fiscal 2025 state budget proposal on April 24. The Senate will take up its budget process in May, with the goal of having a final bill on the governor’s desk in time for the July 1 start of the fiscal year.   The MMA will continue to reach out to local officials in the weeks and months ahead to engage in advocacy efforts on behalf of many critical municipal and school aid programs.  

Helpful Links:

The Division of Local Services will update the Preliminary Cherry Sheets to reflect the House Ways & Means proposal later this week.

Click here to see the full text of the House Ways & Means budget proposal.