2018-01-23T09:43:20-06:00 2017-03-31 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2016-04-01 223089640 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS COMM 4137322858 333 BRIDGE STREET SPRINGFIELD MA 01103 BRUCE HILTUNEN VP OF FINANCE & OPERATIONS 4137322858 2018-01-11 1 HOWARD L CHENEY P00381206 4135368510 2018-01-11 70.91.134.109 2018-01-11 14:27:48 ES P A47A61FFBA582446CA723D9741F8AA9FC0A4E373 5487B70193E1BBDA186540382A3522B5D37368D3 2016 2021-01-29 14:40:06Z X RALPH TATE 333 BRIDGE STREET SPRINGFIELD MA 01103 37381281 0 X WWW.COMMUNITYFOUNDATION.ORG X 1991 MA ENRICH REGIONAL QUALITY OF LIFE BY ENCOURAGING PHILANTHROPY AND DEVELOPING AN ENDOWMENT 19 19 19 150 0 6125 10396706 10581899 367561 372038 3982646 2988157 0 0 14746913 13942094 7784391 7717374 0 0 1313468 1676860 0 0 579380 837077 886027 9934936 10280261 4811977 3661833 118487411 131502632 10115914 10866185 108371497 120636447 X THE COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS SEEKS TO ENRICH THE QUALITY OF LIFE OF THE PEOPLE OF OUR REGION BY ENCOURAGING PHILANTHROPY, DEVELOPING A PERMANENT, FLEXIBLE ENDOWMENT, ASSESSING AND RESPONDING TO EMERGING AND CHANGING NEEDS, SERVING AS A RESOURCE, CATALYST, AND COORDINATOR FOR CHARITABLE ACTIVITIES, AND PROMOTING EFFICIENCY IN THE MANAGEMENT OF CHARITABLE FUNDS. 0 0 6803094 6164099 372038 COMPETITIVE GRANT PROGRAM AND DESIGNATED GRANTS ADMINISTERED TO BENEFIT RESIDENTS OF THE THREE COUNTIES SERVED. APPROXIMATELY 400 PROJECTS FUNDED THROUGH THIS PROCESS. THROUGH DONOR ADVISED GRANTS, APPROXIMATELY 1,100 GRANTS WERE MADE TO PUBLIC CHARITIES. 1780554 1553275 COMMUNITY SCHOLARSHIP PROGRAM PROVIDES A CENTRALIZED APPLICATION PROCESS FOR SCHOLARSHIPS AND LOANS TO BENEFIT RESIDENTS OF WESTERN MASSACHUSETTS. AWARDS ARE BASED ON APPLICANTS' FINANCIAL NEED, ACADEMIC MERIT, RESPONSES TO QUESTIONS AND EXTRA CURRICULAR ACTIVITIES IN ACCORDANCE WITH THE TERMS OF THE INDIVIDUAL FUNDS. 8583648 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 24 0 1 19 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 MA X X BRUCE HILTUNEN 4137322858 333 BRIDGE STREET SPRINGFIELD MA 011031411 IRENE RODRIGUEZ MARTIN FOUNDATION TRUSTEE 1.00 X 0 0 0 GEORGE ARWADY FOUNDATION TRUSTEE 1.00 X 0 0 0 WILLIE HILL JR FOUNDATION TRUSTEE (UNTIL 9/28/16) 1.00 X 0 0 0 ROBERT PURA FOUNDATION TRUSTEE 1.00 X 0 0 0 AMY JAMROG FOUNDATION TRUSTEE 1.00 X 0 0 0 DANA R BARROWS CHAIRMAN (UNTIL 9/28/16) 5.00 X X 0 0 0 RALPH TATE CHAIRMAN 5.00 X X 0 0 0 SANFORD BELDEN FOUNDATION TRUSTEE 1.00 X 0 0 0 DIANNE FULLER DOHERTY FOUNDATION TRUSTEE 1.00 X 0 0 0 KERRY DIETZ FOUNDATION TRUSTEE 1.00 X 0 0 0 KARIN GEORGE FOUNDATION TRUSTEE 1.00 X 0 0 0 THERESA JENOURE FOUNDATION TRUSTEE (UNTIL 9/28/16) 1.00 X 0 0 0 ELLEN BROUT LINDSEY FOUNDATION TRUSTEE 1.00 X 0 0 0 DAVID PINSKY FOUNDATION TRUSTEE 1.00 X 0 0 0 ELIZABETH SILLIN VICE-CHAIR 5.00 X 0 0 0 MICHAEL ROLLINGS FOUNDATION TRUSTEE (UNTIL 9/28/16) 1.00 X 0 0 0 MARY-BETH COOPER FOUNDATION TRUSTEE 1.00 X 0 0 0 KAMARI COLLINS FOUNDATION TRUSTEE 1.00 X 0 0 0 PAUL MURPHY FOUNDATION TRUSTEE 1.00 X 0 0 0 DOUG A THEOBALD FOUNDATION TRUSTEE 1.00 X 0 0 0 LINDA DUNLAVY FOUNDATION TRUSTEE (EFF 9/28/16) 1.00 X 0 0 0 MARY ANN SPENCER FOUNDATION TRUSTEE (EFF 9/28/16) 1.00 X 0 0 0 BECKY WAI-LING PACKARD FOUNDATION TRUSTEE (EFF 9/28/16) 1.00 X 0 0 0 KATHARINE ALLAN ZOBEL PRESIDENT 40.00 X 175338 0 31073 BRUCE HILTUNEN VP FINANCE & OPERATIONS 40.00 X 118922 0 13698 JANET DAISLEY VP PROGRAMS & STATEGY 40.00 X 113607 0 18008 407867 0 62779 3 0 1 0 BANK OF AMERICA 225 MEMORIAL AVENUE WEST SPRINGFIELD MA 01089 INVESTMENT MANAGEMENT 158043 AMY SCHAEFFLER 15 FROST LANE HADLEY MA 01035 COMPUTER CONSULTING 111936 2 10581899 1519145 10581899 ADMINISTRATION REVENUE 561000 372038 372038 372038 2188849 2188849 24238495 23439187 799308 799308 799308 13942094 372038 0 2988157 6080199 6080199 1594225 1594225 42950 42950 531677 191404 207354 132919 821701 295813 320463 205425 79844 28744 31139 19961 134891 48561 52607 33723 108747 39149 42411 27187 6844 2742 2430 1672 21000 8412 7457 5131 230463 230463 112370 43723 40667 27980 51810 24140 16392 11278 61817 7804 31998 22015 204724 85918 70383 48423 116354 46608 41319 28427 19133 7665 6794 4674 12237 2607 5705 3925 53 21 19 13 12686 9982 1602 1102 PUBLICATIONS 22615 9060 8030 5525 PROFESSIONAL DEVELOPMEN 12650 12650 OTHER EXPENSES 1271 1271 10280261 8583648 1117233 579380 7424970 5820874 3459218 3446849 89571 79977 49951 23053 53 26898 86366532 114660033 21147067 7468001 118487411 131502632 85384 109816 400 10030130 10756369 10115914 10866185 X 31420490 35174411 72260046 80038524 4690961 5423512 108371497 120636447 118487411 131502632 X 3661833 8603117 -1 X X 0 1 X 1 0 X 8142822 8481579 8309028 10396706 10581899 45912034 8142822 8481579 8309028 10396706 10581899 45912034 7713256 38198778 1907108 1585129 1632839 2357488 2188849 9671413 55583447 0.68720 0.65960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 269 67 5894867 252251 4754626 365961 37980501 9116647 1 1 0 107513599 4170177 11828755 3101886 -1717389 122128034 112242189 2911621 -3423902 2535416 1680893 107513599 105165485 3470197 6596505 2282123 707875 112242189 97352569 1373450 11421650 2229252 2752932 105165485 91058799 4271777 8112786 1845416 4245377 97352569 0.28870 0.04440 0.66690 0 0 49951 23053 26898 26898 INVESTMENT IN LIMITED PARTNERSHIPS 7468001 F 7468001 UNITRUST/ANNUITY AGREEMENTS LIABILITY 1639722 AGENCY FUNDS 9116647 10756369 X 22545211 8603117 8603117 13942094 0 13942094 10280261 0 10280261 0 10280261 PART V, LINE 4: ENDOWMENTS ARE USED TO MAKE GRANTS TO NOT FOR PROFIT ORGANIZATIONS FOR PROGRAMS WITHIN THE COUNTIES SERVED BY THE ORGANIZATION AND SCHOLARSHIPS FOR COLLEGE ATTENDANCE FOR STUDENTS. PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDED ON OR AFTER MARCH 31,2014 . 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENT 1177590 0 0 0 0 0 0 1177590 0 1177590 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, TO AWARD SCHOLARSHIPS 6900 CHECK SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, SUDAN RELIEF 12200 CHECK SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, NEPAL RELIEF 11850 CHECK CENTRAL AMERICA AND THE CARIBBEAN GUATEMALA RELIEF 12000 CHECK 4 0 0 0 1 1 0 0 PART I, LINE 2: GRANTS ONLY MADE TO U. S. SECTION 501(C)(3) CHARITIES 1 NICHOLS COLLEGE 123 CENTER ROAD DUDLEY MA 015715000 042104778 501(C)(3) 250000 EDUCATION THE FOOD BANK OF WESTERN MASSACHUSETTS INC 97 NORTH HATFIELD ROAD HATFIELD MA 010380160 042751023 501(C)(3) 190600 GENERAL HEALTH; NON CLASSIFIABLE BAY PATH UNIVERSITY 588 LONGMEADOW STREET LONGMEADOW MA 01106 042103865 501(C)(3) 141400 EDUCATION WGBH EDUCATIONAL FOUNDATION 44 HAMPDEN STREET SPRINGFIELD MA 01103 042104397 501(C)(3) 136282 EDUCATION; ARTS & CULTURE MAINE MARITIME MUSEUM 243 WASHINGTON STREET BATH ME 04530 010271477 501(C)(3) 135000 EDUCATION; ARTS & CULTURE WESTFIELD ATHENAEUM 6 ELM STREET WESTFIELD MA 01085 046004372 501(C)(3) 118900 ARTS & CULTURE UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC 374 WHITMORE ADMIN BUILDING AMHERST MA 010038380 542084125 501(C)(3) 110594 EDUCATION COMMUNITY ACTION OF THE FRANKLIN HAMPSHIRE & NORTH QUABBIN REGIONS 393 MAIN STREET GREENFIELD MA 01301 042384972 501(C)(3) 105157 ECONOMIC DEVELOPMENT; HUMAN SERVICES 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