2017-02-15T14:01:45-06:00 2016-03-31 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2015-04-01 223089640 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS COMM 4137322858 1500 MAIN STREET NO 2300 SPRINGFIELD MA 01115 BRUCE HILTUNEN VP OF FINANCE & OPERATIONS 4137322858 2017-02-03 1 HOWARD L CHENEY P00381206 4135368510 2017-02-03 2015 2021-01-29 14:40:06Z DANA BARROWS 1500 MAIN STREET NO 2300 SPRINGFIELD MA 01115 22668656 0 X WWW.COMMUNITYFOUNDATION.ORG X 1991 MA ENRICH REGIONAL QUALITY OF LIFE BY ENCOURAGING PHILANTHROPY AND DEVELOPING AN ENDOWMENT 20 20 22 150 0 12927 8309028 10396706 274514 367561 5148599 3982646 0 0 13732141 14746913 6780884 7784391 0 0 1143521 1313468 0 0 591865 742252 837077 8666657 9934936 5065484 4811977 121300138 118487411 10534008 10115914 110766130 108371497 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 6514603 5872532 367561 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. 2114815 1911859 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. 8629418 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 27 0 1 22 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 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 1500 MAIN ST SUITE 2300 SPRINGFIELD MA 01115 IRENE RODRIGUEZ MARTIN FOUNDATION TRUSTEE 1.00 X 0 0 0 PETER DABOUL FOUNDATION TRUSTEE(UNTIL 9/30/15) 1.00 X 0 0 0 GEORGE ARWADY FOUNDATION TRUSTEE 1.00 X 0 0 0 GEORGE KEADY III FOUNDATION TRUSTEE(UNTIL 9/30/15) 1.00 X 0 0 0 WILLIE HILL JR FOUNDATION TRUSTEE 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 5.00 X X 0 0 0 RALPH TATE VICE-CHAIR 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 STEVEN MITUS FOUNDATION TRUSTEE(UNTIL 9/30/15) 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 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 FOUNDATION TRUSTEE 1.00 X 0 0 0 MICHAEL ROLLINGS FOUNDATION TRUSTEE 1.00 X 0 0 0 MARY-BETH COOPER FOUNDATION TRUSTEE 1.00 X 0 0 0 KAMARI COLLINS FOUNDATION TRUSTEE(EFF 9/30/15) 1.00 X 0 0 0 PAUL MURPHY FOUNDATION TRUSTEE(EFF 9/30/15) 1.00 X 0 0 0 DOUG A THEOBALD FOUNDATION TRUSTEE(EFF 9/30/15) 1.00 X 0 0 0 KATHARINE ALLAN ZOBEL PRESIDENT 40.00 X 162653 0 26412 TAMMY NIGOSIAN INTERIM CFO(UNTIL JUL 2015) 40.00 X 0 0 0 BRUCE HILTUNEN VP FINANCE & OPERATIONS(EFF 7/13/15) 40.00 X 52188 0 4659 214841 0 31071 1 0 1 0 BANK OF AMERICA 1 MONARCH PLACE SPRINGFIELD MA 01115 INVESTMENT MANAGEMENT 169907 1 10396706 4555425 10396706 ADMINISTRATION REVENUE 561000 367561 367561 367561 2357488 2357488 9546901 7921743 1625158 1625158 1625158 14746913 367561 0 3982646 6189102 6189102 1595289 1595289 270444 105473 78429 86542 798538 311430 231576 255532 70948 27669 20575 22704 93554 36486 27131 29937 79984 31194 23195 25595 7197 3725 1551 1921 68768 35600 14815 18353 194264 194264 150603 77965 32445 40193 17193 9503 3435 4255 53158 9564 19471 24123 168212 87080 36239 44893 88580 48563 17874 22143 16314 8445 3515 4354 10823 5000 2601 3222 651 337 140 174 5611 2905 1209 1497 PUBLICATIONS 24081 12466 5188 6427 OTHER EXPENSES 11457 11457 UNRELATED BUSINESS INCO 10562 10562 PROFESSIONAL DEVELOPMEN 9603 9603 9934936 8629418 713653 591865 5461452 7424970 3558403 3459218 37389 89571 147245 147192 705 53 88723267 86366532 23518922 21147067 121300138 118487411 64867 85384 400 10469141 10030130 10534008 10115914 X 30954045 31420490 75121124 72260046 4690961 4690961 110766130 108371497 121300138 118487411 4811977 -7206610 0 X X 0 1 X 1 0 X 4961007 8142822 8481579 8309028 10396706 40291142 4961007 8142822 8481579 8309028 10396706 40291142 7753162 32537980 1552887 1907108 1585129 1632839 2357488 9035451 49326593 0.65960 0.69810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 265 71 7568730 645307 4815880 516838 33640271 8371819 1 1 0 112242189 2911621 -3423902 2535416 1680893 107513599 105165485 3470197 6596505 2282123 707875 112242189 97352569 1373450 11421650 2229252 2752932 105165485 91058799 4271777 8112786 1845416 4245377 97352569 89017519 1116620 3544368 2087606 532102 91058799 0.27560 0.04360 0.68080 0 0 147245 147192 53 53 INVESTMENT IN LIMITED PARTNERSHIPS 21147067 F 21147067 LIABILITY UNDER UNITRUST AGREEMENTS 1658311 AGENCY FUNDS 8371819 10030130 X 7540303 -7206610 -7206610 14746913 0 14746913 9934936 0 9934936 0 9934936 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 31,2013. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENT 1089000 0 0 0 0 0 0 1089000 0 1089000 SOUTH ASIA NEPAL RELIEF 28750 CHECK SUB-SAHARAN AFRICA SUDAN RELIEF 23700 CHECK SOUTH ASIA NEPAL RELIEF 12440 CHECK 3 0 0 1 1 0 0 PART I, LINE 2: GRANTS ONLY MADE TO U. S. SECTION 501(C)(3) CHARITIES 1 RENAISSANCE CHARITABLE FOUNDATION INC 6100 W 96TH STREET 105 INDIANAPOLIS IN 46278 352129262 501(C)(3) 616375 HUMAN SERVICES SPRINGFIELD MUSEUMS CORPORATION 21 EDWARDS STREET SPRINGFIELD MA 01103 046002239 501(C)(3) 352970 ARTS & CULTURE COMMUNITY UNITED WAY OF PIONEER VALLEY INC 1441 MAIN STREET SPRINGFIELD MA 01103 042152680 501(C)(3) 184510 HUMAN SERVICES VALLEY VENTURE MENTORING SERVICE INC 1500 MAIN STREET SPRINGFIELD MA 01115 043268603 501(C)(3) 150000 ECONOMIC DEVELOPMENT MAINE MARITIME MUSEUM 243 WASHINGTON STREET BATH ME 04530 010271477 501(C)(3) 125000 EDUCATION NEW ENGLAND PUBLIC RADIO FOUNDATION INC 1525 MAIN STREET SPRINGFIELD MA 011031413 046130523 501(C)(3) 101720 ARTS & CULTURE COMMUNITY ACTION OF THE FRANKLIN HAMPSHIRE & NORTH QUABBIN REGION 393 MAIN STREET GREENFIELD MA 01301 042384972 501(C)(3) 100350 HUMAN SERVICES NANTUCKET CONSERVATION FOUNDATION INC 118 CLIFF ROAD NANTUCKET MA 025540013 042373794 501(C)(3) 100000 ENVIRONMENTAL NORTHFIELD MOUNT HERMON SCHOOL ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 042109865 501(C)(3) 100000 EDUCATION HITCHCOCK CENTER INC 525 SOUTH PLEASANT STREET AMHERST MA 01002 042487748 501(C)(3) 87050 ENVIRONMENTAL; EDUCATION BAYSTATE HEALTH FOUNDATION INC 280 CHESTNUT STREET 6TH FLOOR SPRINGFIELD MA 01199 043549011 501(C)(3) 84576 GENERAL HEALTH GREENFIELD COMMUNITY COLLEGE FOUNDATION INC 270 MAIN STREET GREENFIELD MA 013019922 042449856 501(C)(3) 67600 EDUCATION REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY INC CHAMBER OF COMMERCE SPRINGFIELD MA 01103 222489896 501(C)(3) 67500 HUMAN SERVICES; EDUCATION NORTHAMPTON COMMUNITY ARTS TRUST PO BOX 366 NORTHAMPTON MA 01060 272576586 501(C)(3) 65600 ARTS & CULTURE CITY OF SPRINGFIELD 36 COURT STREET SPRINGFIELD MA 01103 046001415 62000 HUMAN SERVICES; ARTS & CULTURE BERKSHIRE CHILDREN AND FAMILIES INC 480 WEST STREET PITTSFIELD MA 01201 042226238 501(C)(3) 60760 HUMAN SERVICES BOSTON COLLEGE TRUSTEES ADVANCEMENT-MORE HALL 220 CHESTNUT HILL MA 02467 042103545 501(C)(3) 60000 EDUCATION PIONEER VALLEY CHRISTIAN ACADEMY 965 PLUMTREE ROAD SPRINGFIELD MA 01119 042502941 501(C)(3) 55551 EDUCATION TRUSTEES OF WESTMINSTER SCHOOL INC 995 HOPMEADOW STREET SIMSBURY CT 06070 060646960 501(C)(3) 55000 EDUCATION GEORGETOWN UNIVERSITY 37TH O STREETS NW WASHINGTON DC 200730734 530196603 501(C)(3) 54000 EDUCATION BAYSTATE ACADEMY CHARTER PUBLIC SCHOOL 334 FRANKLIN STREET SPRINGFIELD MA 01104 454878574 501(C)(3) 50000 EDUCATION FRANKLIN COUNTY COMMUNITY DEVELOPMENT CORP 324 WELLS STREET GREENFIELD MA 01301 042678309 501(C)(3) 50000 ECONOMIC DEVELOPMENT FRIENDS OF THE WEST SPRINGFIELD LIBRARY INC 200 PARK STREET WEST SPRINGFIELD MA 01089 043085716 501(C)(3) 50000 ARTS & CULTURE NANTUCKET HISTORICAL ASSOCIATION 15 BROAD STREET NANTUCKET MA 025541016 046003451 501(C)(3) 50000 ARTS & CULTURE SPIRIT IN ACTION 21 WILBRAHAM STREET PALMER MA 010699685 383655028 501(C)(3) 50000 HUMAN SERVICES WOMEN'S FUND OF WESTERN MASSACHUSETTS EASTWORKS BUILDING EASTHAMPTON MA 01027 043342411 501(C)(3) 47850 HUMAN SERVICES; EDUCATION SPRINGFIELD SYMPHONY ORCHESTRA 1350 MAIN STREET SUITE 12 SPRINGFIELD MA 01103 042210746 501(C)(3) 43720 ARTS & CULTURE COOLEY DICKINSON HOSPITAL HEALTH CARE CORP 30 LOCUST STREET NORTHAMPTON MA 01060 042103561 501(C)(3) 41525 GENERAL HEALTH COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC 127 STATE STREET SPRINGFIELD MA 011031944 222501478 501(C)(3) 41300 ARTS & CULTURE THE FOOD BANK OF WESTERN MASSACHUSETTS INC 97 NORTH HATFIELD ROAD HATFIELD MA 010380160 042751023 501(C)(3) 39300 GENERAL HEALTH; HUMAN SERVICES FRANKLIN COUNTY HOME CARE CORPORATION 330 MONTAGUE CITY ROAD SUITE 1 TURNERS FALLS MA 013762530 042542539 501(C)(3) 38800 HUMAN SERVICES MASSACHUSETTS AUDUBON SOCIETY INC 208 SOUTH GREAT ROAD LINCOLN MA 01773 042104702 501(C)(3) 38380 ENVIRONMENTAL; EDUCATION HISTORIC NORTHAMPTON INC 46 BRIDGE STREET NORTHAMPTON MA 010602428 046079243 501(C)(3) 35600 ARTS & CULTURE COMMUNITY YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREENFIELD MA 451 MAIN STREET GREENFIELD MA 01301 042149363 501(C)(3) 35500 HUMAN SERVICES PARIS PRESS INC PO BOX 487 ASHFIELD MA 01330 043302441 501(C)(3) 35000 ARTS & CULTURE UNITED WAY OF FRANKLIN COUNTY INC 51 DAVIS STREET 2 GREENFIELD MA 01301 042212894 501(C)(3) 35000 HUMAN SERVICES WGBH EDUCATIONAL FOUNDATION WGBY CHANNEL 57 SPRINGFIELD MA 01103 042104397 501(C)(3) 33550 EDUCATION NAISMITH MEMORIAL BASKETBALL HALL OF FAME INC 1000 WEST COLUMBUS AVENUE SPRINGFIELD MA 01105 046128892 501(C)(3) 31000 ARTS & CULTURE THE SALVATION ARMY - SPRINGFIELD CORPS 170 PEARL STREET SPRINGFIELD MA 01101 222406433 501(C)(3) 30000 HUMAN SERVICES CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF SPRINGFIELD MONT MARIE SPRINGFIELD MA 01104 042218584 501(C)(3) 29300 HUMAN SERVICES SAFE PASSAGE INC 43 CENTER STREET NORTHAMPTON MA 01060 042690131 501(C)(3) 27695 HUMAN SERVICES KESTREL LAND TRUST PO BOX 1016 AMHERST MA 01004 046243236 501(C)(3) 27450 ENVIRONMENTAL ROSENBERG FUND FOR CHILDREN INC 116 PLEASANT STREET SUITE 348 EASTHAMPTON MA 01027 043095890 501(C)(3) 26600 EDUCATION PIONEER VALLEY HABITAT FOR HUMANITY 140 PINE STREET ROOM 9 FLORENCE MA 010620642 043049506 501(C)(3) 26550 HOUSING DONORSCHOOSEORG 134 W 37TH STREET NEW YORK NY 10018 134129457 501(C)(3) 25000 EDUCATION FIRST CONGREGATIONAL CHURCH OF NANTUCKET 62 CENTRE STREET NANTUCKET MA 02554 390968242 501(C)(3) 25000 HUMAN SERVICES FRANKLIN PIERCE UNIVERSITY 40 UNIVERSITY DRIVE RINDGE NH 034610060 020263136 501(C)(3) 25000 EDUCATION FRIENDS OF THE SENIOR CENTER CITY OF CHICOPEE CHICOPEE MA 01013 042745060 501(C)(3) 25000 HUMAN SERVICES PATHFINDER INTERNATIONAL ATTN DEVELOPMENT DEPT WATERTOWN MA 02472 530235320 501(C)(3) 25000 GENERAL HEALTH PIONEER VALLEY REGIONAL VENTURES CENTER INC 60 CONGRESS STREET SPRINGFIELD MA 01104 043560951 501(C)(3) 25000 EDUCATION PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC 193 BAY ROAD HADLEY MA 01035 042734173 501(C)(3) 25000 EDUCATION SURVIVOR JOURNEYS INC 159 MAIN STREET AGAWAM MA 01001 473109711 501(C)(3) 25000 GENERAL HEALTH BAY PATH UNIVERSITY 588 LONGMEADOW STREET LONGMEADOW MA 01106 042103865 501(C)(3) 24900 EDUCATION WESTERN MASSACHUSETTS COUNCIL INC BOY SCOUTS OF AMERICA 1 ARCH ROAD WESTFIELD MA 01085 042104279 501(C)(3) 23575 HUMAN SERVICES WGBY CHANNEL 57 - SPRINGFIELD WGBH EDUCATIONAL FOUNDATION SPRINGFIELD MA 01103 042104397 501(C)(3) 22700 EDUCATION UNITED ARC OF FRANKLIN AND HAMPSHIRE COUNTIES INC 294 AVENUE A TURNERS FALLS MA 01376 042267562 501(C)(3) 22500 HUMAN SERVICES WARREN J PLAUT CHARITABLE TRUST 640 PAGE BOULEVARD SPRINGFIELD MA 01104 046609717 501(C)(3) 22100 HUMAN SERVICES MICHAEL E SMITH ENDOWMENT FOR EXCELLENCE IN EDUCATION 1 SILVERWOOD TERRACE SOUTH HADLEY MA 01075 043558819 501(C)(3) 22000 EDUCATION NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE OF CT & W MA INC 820A PROSPECT HILL ROAD WINDSOR CT 06095 141937658 501(C)(3) 22000 HUMAN SERVICES; 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EDUCATION RIVERSIDE INDUSTRIES INC ONE COTTAGE STREET EASTHAMPTON MA 01027 042438444 501(C)(3) 13000 HUMAN SERVICES COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC ONE SUGARLOAF STREET SOUTH DEERFIELD MA 01373 043416862 501(C)(3) 12800 GENERAL HEALTH COMMUNITY ENTERPRISES INC 441 PLEASANT STREET NORTHAMPTON MA 010603976 510178661 501(C)(3) 12500 HUMAN SERVICES JEWISH COMMUNITY OF AMHERST INC 742 MAIN STREET AMHERST MA 01002 042394315 501(C)(3) 12500 HUMAN SERVICES FIRST CONGREGATIONAL CHURCH OF SOUTH HADLEY ONE CHURCH STREET SOUTH HADLEY MA 01075 042115501 501(C)(3) 12440 HUMAN SERVICES TECH FOUNDRY INC 1391 MAIN STREET 9TH FLOOR SPRINGFIELD MA 01103 464389001 501(C)(3) 12400 EDUCATION FRANKLIN AREA SURVIVAL CENTER INC 96 FOURTH STREET TURNERS FALLS MA 01376 042776526 501(C)(3) 12000 HUMAN SERVICES POCUMTUCK VALLEY MEMORIAL ASSOCIATION 10 MEMORIAL STREET DEERFIELD MA 013420428 042147607 501(C)(3) 12000 EDUCATION HOLYOKE COMMUNITY COLLEGE FOUNDATION INC HOLYOKE COMMUNITY COLLEGE HOLYOKE MA 01040 237181691 501(C)(3) 11950 EDUCATION AMERICAN CANCER SOCIETY INC NATL OFC PROBATE TRUST MGMT OKLAHOMA CITY OK 73162 131788491 501(C)(3) 11886 GENERAL HEALTH FEEDING HILLS CONGREGATIONAL CHURCH 21 NORTH WESTFIELD STREET FEEDING HILLS MA 01030 042311639 501(C)(3) 11886 HUMAN SERVICES SHRINERS HOSPITALS FOR CHILDREN PO BOX 31356 TAMPA FL 33631 362193608 501(C)(3) 11886 GENERAL HEALTH STANLEY PARK OF WESTFIELD INC PO BOX 1191 WESTFIELD MA 01085 042131404 501(C)(3) 11886 ENVIRONMENTAL TOWN OF AGAWAM 36 MAIN STREET AGAWAM MA 01001 046001065 501(C)(3) 11886 HUMAN SERVICES CANCER CONNECTION INC 41 LOCUST STREET NORTHAMPTON MA 01060 043493483 501(C)(3) 11750 GENERAL HEALTH; 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ARTS & CULTURE RONALD MCDONALD HOUSE OF SPRINGFIELD MASS INC 34 CHAPIN TERRACE SPRINGFIELD MA 01107 042971480 501(C)(3) 6080 GENERAL HEALTH; HOUSING CATHEDRAL HIGH SCHOOL 260 SURREY ROAD SPRINGFIELD MA 01118 042262360 501(C)(3) 6046 EDUCATION CONGREGATION B'NAI ISRAEL 253 PROSPECT STREET NORTHAMPTON MA 01060 046052052 501(C)(3) 6000 HUMAN SERVICES DAKIN PIONEER VALLEY HUMANE SOCIETY INC PO BOX 6307 SPRINGFIELD MA 01101 205318898 501(C)(3) 6000 HUMAN SERVICES ST ELIZABETH ANN SETON PARISH 3 ELM STREET NORTHAMPTON MA 01060 501(C)(3) 5825 HUMAN SERVICES NEW ISRAEL FUND PO BOX 96712 WASHINGTON DC 200777438 942607722 501(C)(3) 5800 EDUCATION WILBRAHAM & MONSON ACADEMY 423 MAIN STREET WILBRAHAM MA 010951715 042105838 501(C)(3) 5800 EDUCATION COMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER INC 247 CABOT STREET HOLYOKE MA 01040 042962882 501(C)(3) 5600 HUMAN SERVICES; GENERAL HEALTH FIRST CHURCH OF CHRIST IN LONGMEADOW 763 LONGMEADOW STREET LONGMEADOW MA 01106 042104075 501(C)(3) 5580 HUMAN SERVICES MOUNT GRACE LAND CONSERVATION TRUST INC 1461 OLD KEENE ROAD ATHOL MA 01331 042938967 501(C)(3) 5500 ENVIRONMENTAL TRUSTEES OF THE SMITH COLLEGE COLLEGE HALL 201 NORTHAMPTON MA 01063 041843040 501(C)(3) 5500 EDUCATION BAY PATH UNIVERSITY DEEPWOOD HALL LONGMEADOW MA 01106 042103865 501(C)(3) 5200 EDUCATION AMHERST CINEMA ARTS CENTER INC 28 AMITY STREET AMHERST MA 01002 043456950 501(C)(3) 5200 ARTS & CULTURE VETERANS EDUCATION PROJECT INCORPORATED 409 NORTH MAIN STREET 125 AMHERST MA 010040416 042935533 501(C)(3) 5200 HUMAN SERVICES; EDUCATION PIONEER VALLEY SYMPHONY INC 91 MAIN STREET GREENFIELD MA 01301 046111759 501(C)(3) 5125 ARTS & CULTURE 205 2 SCHOLARSHIPS PAID TO US EDUCATIONAL INSTITUTIONS 197 1595289 PART I, LINE 2: SCHOLARSHIPS ARE PAID TO US EDUCATIONAL INSTITUTIONS TO WHICH THE STUDENT IS ATTENDING AND ARE RETURNED BY THE EDUCATIONAL INSTITUTION IF THE STUDENT DOES NOT MAINTAIN HIS OR HER ENROLLMENT. GRANTS ARE MADE ONLY TO VERIFIED 501(C)(3) ORGANIZATIONS WITH GRANT REPORTS REQUIRED OF ALL DISCRETIONARY GRANTS. X X X 0 0 0 0 0 0 0 0 0 KATHARINE ALLAN ZOBEL PRESIDENT 162653 0 0 0 0 0 14178 0 12234 0 189065 0 0 0 X 53 4555425 STOCK MARKET QUOTATIONS 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 MEMBERS OF THE FOUNDATION'S AUDIT AND FINANCE COMMITTEE ARE PROVIDED A DRAFT COPY OF FORM 990. THE COMMITTEE MEMBERS ARE PROVIDED AN OPPORTUNITY TO REVIEW THE 990 AND INQUIRE ABOUT AND DISCUSS ANY ITEM REPORTED THEREIN. ALL SUCH INQUIRIES ARE SATISFACTORILY RESOLVED BY THE COMMITTEE AFTER WHICH TIME A FINAL COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL TRUSTEES AND STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. THESE STATEMENTS ARE REVIEWED AND MONITORED WITH REGARD TO ANY VOTE BY THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A PRESIDENT/CEO SALARY REVIEW IS CONDUCTED BY THE COMPENSATION COMMITTEE/EXECUTIVE COMMITTEE OF THE TRUSTEES. PERFORMANCE REVIEW INCLUDES REVIEW OF GOALS FOR THE YEAR, EVALUATION OF PROGRESS TOWARD THOSE GOALS (NARRATIVE AND METRICS), MOST RECENT FINANCIALS, INTERVIEWS WITH SENIOR TEAM, COMPENSATION REVIEW AS WELL AS COMPARATIVE INFORMATION FROM THE COUNCIL ON FOUNDATIONS, ASSOCIATED GRANT MAKERS AND THE EMPLOYERS' ASSOCIATION OF NEW ENGLAND. EXECUTIVE COMMITTEE PRESENTS TO THE FULL TRUSTEES FOR DISCUSSION AND VOTE IN EXECUTIVE SESSION. THIS PROCESS WAS MOST RECENTLY COMPLETED IN MARCH 2016. FORM 990, PART VI, SECTION C, LINE 19 SUMMARY FINANCIAL INFORMATION IS AVAILABLE IN THE FOUNDATION'S ANNUAL REPORT WHICH IS IN PRINT AND AVAILABLE ON THE WEBSITE. THE FORM 990 IS AVAILABLE ON THE WEBSITE. ALL OTHER INFORMATION IS AVAILABLE UPON REQUEST. PART XII LINE 2C THE OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. 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