COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS (EIN 22-3089640)
Tax period: 2013-04-01 to 2014-03-31
Filed: 2014-10-21
IRS object ID: 201402949349300610
Schema version: 2013v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-10-21T08:55:50-07:00	ReturnTs
Tax Period End	2014-03-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223089640	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	COMM	BusinessNameControlTxt
Phone	4137322858	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 Main St Suite 2300	AddressLine1
City	Springfield	City
State	MA	State
ZIP Code	01115	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Donna Roseman David	PersonNm
Person Title	CFO/CAO	PersonTitleTxt
Phone	4137322858	PhoneNum
Signature	2014-08-08	SignatureDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Donna Roseman David	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 Main Street Suite 2300	AddressLine1
City	Springfield	City
State	MA	State
ZIP Code	01115	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$9,855,762	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.communityfoundation.org	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1991	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	Community Foundation whose mission is to enrich the quality of life in the region (Hampden, Hampshire and Franklin Counties in Massachusetts) by encouraging philanthropy, developing a permanent endowment and promoting efficiency in managing charitable funds.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	18	TotalEmployeeCnt
Total Volunteers	100	TotalVolunteersCnt
Total Gross UBI	$37,358	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$17,370	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$8,481,579	PYContributionsGrantsAmt
CY Contributions Grants	$7,874,113	CYContributionsGrantsAmt
PY Program Service Revenue	$246,061	PYProgramServiceRevenueAmt
CY Program Service Revenue	$245,591	CYProgramServiceRevenueAmt
PY Investment Income	$1,585,129	PYInvestmentIncomeAmt
CY Investment Income	$1,608,388	CYInvestmentIncomeAmt
PY Other Revenue	-$78,768	PYOtherRevenueAmt
CY Other Revenue	$127,670	CYOtherRevenueAmt
PY Total Revenue	$10,234,001	PYTotalRevenueAmt
CY Total Revenue	$9,855,762	CYTotalRevenueAmt
PY Grants And Similar Paid	$9,474,217	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$7,230,039	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,185,300	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,172,724	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$387,584	CYTotalFundraisingExpenseAmt
PY Other Expenses	$768,811	PYOtherExpensesAmt
CY Other Expenses	$662,202	CYOtherExpensesAmt
PY Total Expenses	$11,428,328	PYTotalExpensesAmt
CY Total Expenses	$9,064,965	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,194,327	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$790,797	CYRevenuesLessExpensesAmt
Total Assets BOY	$103,619,620	TotalAssetsBOYAmt
Total Assets EOY	$114,293,627	TotalAssetsEOYAmt
Total Liabilities BOY	$9,011,043	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$9,503,049	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$94,608,577	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$104,790,578	NetAssetsOrFundBalancesEOYAmt
Mission	Community Foundation whose mission is to enrich the quality of life in the region of Hampden, Hampshire and Franklin counties in Massachusetts by encouraging philanthropy, developing a permanent endowment and promoting efficiency in managing charitable funds.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$5,940,669	ExpenseAmt
Grant	$5,328,977	GrantAmt
Revenue	$245,591	RevenueAmt
Desc	Grant Program: Competitive grant program and designated grants administered to benefit residents of the 3 counties served, approx. 400 projects funded through this process. Donor advised grants to public charities, approx 1100 grants made.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$2,276,740	ExpenseAmt
Grant	$1,901,062	GrantAmt
Revenue	$0	RevenueAmt
Desc	Community Scholarship Program. Provides a centralized application process for scholarships and loans to benefit residents of Western Massachusetts. Awards made based on applicants financial need, academic merit, response to questions and extra curricular activities in accordance with individual fund terms.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$8,217,409	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	37	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	18	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	1	Form8899Filedind
Form1098 C Filed	Yes (1)	Form1098CFiledInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	19	GoverningBodyVotingMembersCnt
Independent Voting Member	19	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Donna Roseman David	PersonNm
Phone	4137322858	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 Main St Suite 2300	AddressLine1
City	Springfield	City
State	MA	State
ZIP Code	01115	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd
Irene Rodriguez Martin
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Peter Daboul
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
George Arwady
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
George Keady III
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Richard B Steele Jr
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Willie Hill Jr
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Robert Pura
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Amy Jamrog
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Dana R Barrows
Foundation Trustee	2	0	Yes (X)	$0	$0	$0
Ralph Tate
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Sanford Belden
Foundation Trustee	3	0	Yes (X)	$0	$0	$0
Dianne Fuller Doherty
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Steven Mitus
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Kerry Dietz
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Karin George
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Theresa Jenoure
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Ellen Brout Lindsey
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
David Pinsky
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Elizabeth Sillin
Foundation Trustee	1	0	Yes (X)	$0	$0	$0
Katharine Allan Zobel
President	40	0		$150,090	$0	$15,694	Yes (X)
Kristin Leutz
Vice President for Philanthropic Services	40			$117,972	$0	$13,331		Yes (X)
Donna Roseman David
Chief Financial & Chief Administrative Officer	40			$114,558	$0	$22,165		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$382,620	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$51,190	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Bank of America	BusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 Monarch Place	AddressLine1
City	Springfield	City
State	MA	State
ZIP Code	01115	ZIPCode

Field	Value	IRS element (for citing)
Services	Investment Management	ServicesDesc
Compensation	$172,764	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$0	GovernmentGrantsAmt
All Other Contributions	$7,874,113	AllOtherContributionsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$7,874,113	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	Administration Revenue	Desc
Business	561000	BusinessCd
Total Revenue Column	$245,591	TotalRevenueColumnAmt
Related Or Exempt Func Income	$245,591	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$245,591	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,608,388	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,608,388	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$0	OtherAmt

Field	Value	IRS element (for citing)
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Change in split interest agreements	900099	$90,312	$90,312	$0	$0
UBI from Pass-Through Investments	900099	$37,358	$0	$37,358	$0

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$127,670	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,855,762	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,944,291	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$37,358	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$7,230,039	TotalAmt
Program Services	$7,230,039	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$398,990	TotalAmt
Program Services	$247,373	ProgramServicesAmt
Management And General	$55,859	ManagementAndGeneralAmt
Fundraising	$95,758	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$527,876	TotalAmt
Program Services	$327,283	ProgramServicesAmt
Management And General	$73,903	ManagementAndGeneralAmt
Fundraising	$126,690	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$74,687	TotalAmt
Program Services	$46,306	ProgramServicesAmt
Management And General	$10,456	ManagementAndGeneralAmt
Fundraising	$17,925	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$96,258	TotalAmt
Program Services	$59,680	ProgramServicesAmt
Management And General	$13,476	ManagementAndGeneralAmt
Fundraising	$23,102	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$74,913	TotalAmt
Program Services	$46,446	ProgramServicesAmt
Management And General	$10,488	ManagementAndGeneralAmt
Fundraising	$17,979	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$14,077	TotalAmt
Program Services	$8,728	ProgramServicesAmt
Management And General	$1,971	ManagementAndGeneralAmt
Fundraising	$3,378	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$31,306	TotalAmt
Program Services	$19,410	ProgramServicesAmt
Management And General	$4,383	ManagementAndGeneralAmt
Fundraising	$7,513	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$230,968	TotalAmt
Program Services	$12,400	ProgramServicesAmt
Management And General	$213,768	ManagementAndGeneralAmt
Fundraising	$4,800	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$24,845	TotalAmt
Program Services	$15,404	ProgramServicesAmt
Management And General	$3,478	ManagementAndGeneralAmt
Fundraising	$5,963	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$37,821	TotalAmt
Program Services	$23,449	ProgramServicesAmt
Management And General	$5,295	ManagementAndGeneralAmt
Fundraising	$9,077	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$66,285	TotalAmt
Program Services	$41,097	ProgramServicesAmt
Management And General	$9,280	ManagementAndGeneralAmt
Fundraising	$15,908	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$46,124	TotalAmt
Program Services	$28,597	ProgramServicesAmt
Management And General	$6,457	ManagementAndGeneralAmt
Fundraising	$11,070	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$92,073	TotalAmt
Program Services	$40,512	ProgramServicesAmt
Management And General	$31,305	ManagementAndGeneralAmt
Fundraising	$20,256	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$13,674	TotalAmt
Program Services	$8,478	ProgramServicesAmt
Management And General	$1,914	ManagementAndGeneralAmt
Fundraising	$3,282	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$63,174	TotalAmt
Program Services	$39,168	ProgramServicesAmt
Management And General	$8,844	ManagementAndGeneralAmt
Fundraising	$15,162	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,482	TotalAmt
Program Services	$1,972	ProgramServicesAmt
Management And General	$1,524	ManagementAndGeneralAmt
Fundraising	$986	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$11,693	TotalAmt
Program Services	$5,145	ProgramServicesAmt
Management And General	$3,976	ManagementAndGeneralAmt
Fundraising	$2,572	FundraisingAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	Publications	Desc
Total	$25,680	TotalAmt
Program Services	$15,922	ProgramServicesAmt
Management And General	$3,595	ManagementAndGeneralAmt
Fundraising	$6,163	FundraisingAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,064,965	TotalAmt
Program Services	$8,217,409	ProgramServicesAmt
Management And General	$459,972	ManagementAndGeneralAmt
Fundraising	$387,584	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,629,489	BOYAmt
EOY	$5,639,608	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$37,736	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$3,546,246	BOYAmt
EOY	$3,458,586	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$48,451	BOYAmt
EOY	$27,349	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$147,245	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$144,646	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,129	BOYAmt
EOY	$2,599	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$73,293,913	BOYAmt
EOY	$79,837,670	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$24,058,656	BOYAmt
EOY	$25,327,815	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$103,619,620	BOYAmt
EOY	$114,293,627	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$21,845	BOYAmt
EOY	$30,475	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,989,198	BOYAmt
EOY	$9,472,574	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$9,011,043	BOYAmt
EOY	$9,503,049	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$26,968,264	BOYAmt
EOY	$30,624,432	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$62,949,352	BOYAmt
EOY	$69,475,185	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,690,961	BOYAmt
EOY	$4,690,961	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$94,608,577	BOYAmt
EOY	$104,790,578	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$103,619,620	BOYAmt
EOY	$114,293,627	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$790,797	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$9,428,562	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$37,358	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust	Yes (X)	CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,210,442	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,478,013	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,961,007	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,142,822	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,481,579	CurrentTaxYearAmt
Total	$36,273,863	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,210,442	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,478,013	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,961,007	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,142,822	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,481,579	CurrentTaxYearAmt
Total	$36,273,863	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$2,245,623	SubstantialContributorsTotAmt
Public Support Total170	$34,028,240	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,829,131	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,468,016	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,552,887	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,907,108	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,585,129	CurrentTaxYearAmt
Total	$8,342,271	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$44,616,134	TotalSupportAmt
Public Support CY170	0.76269	PublicSupportCY170Pct
Public Support PY170	0.72402	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	268	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	288	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$5,726,114	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$2,147,999	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$4,401,704	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$2,828,335	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$32,584,888	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$78,069,086	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$67,871,705	BeginningYearBalanceAmt
Contributions	$2,228,070	ContributionsAmt
Investment Earnings Or Losses	$7,730,097	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,526,472	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$1,169,527	AdministrativeExpensesAmt
End Year Balance	$74,133,873	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$60,390,411	BeginningYearBalanceAmt
Contributions	$5,027,463	ContributionsAmt
Investment Earnings Or Losses	$5,695,194	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,353,581	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$887,782	AdministrativeExpensesAmt
End Year Balance	$67,871,705	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$61,196,679	BeginningYearBalanceAmt
Contributions	$1,542,206	ContributionsAmt
Investment Earnings Or Losses	$799,091	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,419,918	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$727,647	AdministrativeExpensesAmt
End Year Balance	$60,390,411	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$57,891,223	BeginningYearBalanceAmt
Contributions	$865,847	ContributionsAmt
Investment Earnings Or Losses	$5,941,655	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,727,138	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$774,908	AdministrativeExpensesAmt
End Year Balance	$61,196,679	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$43,674,099	BeginningYearBalanceAmt
Contributions	$2,457,947	ContributionsAmt
Investment Earnings Or Losses	$14,899,229	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,400,677	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$739,375	AdministrativeExpensesAmt
End Year Balance	$57,891,223	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.45	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.1	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.45	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Book Value	$0	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$147,245	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$144,646	DepreciationAmt
Book Value	$2,599	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,599	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$25,056,843	BookValueAmt
Method Valuation	F	MethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$270,972	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$25,327,815	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Agency Funds	$7,479,744
Liability under unitrust agreements	$1,992,830

Field	Value	IRS element (for citing)
Total Liability	$9,472,574	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$19,246,966	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$9,428,562	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$9,428,562	RevenueNotReportedAmt
Revenue Subtotal	$9,818,404	RevenueSubtotalAmt
Investment Expenses Not Incld	$0	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$37,358	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$37,358	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$9,855,762	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$9,064,965	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$9,064,965	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$0	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$9,064,965	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, 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 students from within the counties served to attend college
Schedule D, Part XI, Line 4b	UBI from Pass-Through Investments

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (228 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt
Alzheimer's Dis and Related MA
480 Pleasant St	Watertown	MA	02472	042731194	501(C)(3)	$10,000	$0	Cash	General Health
American Cancer Society
P O Box 720366	Oklahoma City	OK	73162	131788491	501(c)(3)	$10,808	$0	Cash	Health
American Intl College
1000 State St	Spfld	MA	01109	042103701	501(C)(3)	$10,000	$0	Cash	Education
American Intl College
1000 State St	Spfld	MA	01109	042103701	501(c)(3)	$69,900	$0	Cash	Scholarships
Amer Lung Assoc of MA
460 Totten Pond Rd	Waltham	MA	02451	042104717	501(C)(3)	$10,174	$0	Cash	General Health
Amer Red Cross PV Chapter
506 Cottage St	Spfld	MA	01104	530196605	501(c)(3)	$12,500	$0	Cash	Human Services
Amherst Cinema Arts Center
28 Amity St	Amherst	MA	01002	043456950	501(C)(3)	$6,100	$0	Cash	Arts and Culture
Amherst College
P O Box 5000	Amherst	MA	01002	042103542	501(c)(3)	$6,500	$0	Cash	Scholarships
Arise Inc
467 State St	Spfld	MA	01101	042914511	501(C)(3)	$15,980	$0	Cash	Community Imprv
Arms Library Assoc
60 Bridge St	Shelburne Falls	MA	01370	042949510	501(C)(3)	$38,000	$0	Cash	Human Services
Art Garden Inc
4 Union St	Shelburne Falls	MA	01370	452047838	501(C)(3)	$10,000	$0	Cash	Human Services
Assumption College
500 Salisbury St	Worcester	MA	01615	042105776	501(c)(3)	$6,100	$0	Cash	Scholarships
Athol Bird and Nature Club
100 Main St	Athol	MA	01331	043409595	501(c)(3)	$7,900	$0	Cash	Environment
Babson College
231 Forest St	Babson Park	MA	02457	042103544	501(c)(3)	$16,000	$0	Cash	Scholarships
Bay Path Univ
588 Longmeadow St	Longmeadow	MA	01106	042103865	501(c)(3)	$27,700	$0	Cash	Scholarships
Bay Path Univ
588 Longmeadow St	Longmeadow	MA	01106	042103865	501(C)(3)	$18,000	$0	Cash	College Univ
Baystate Health Foundation
280 Chestnut St	Spfld	MA	01199	043549011	501(C)(3)	$232,035	$0	Cash	General Health
Bennington College
One College Dr	Bennington	VT	05201	030179414	501(c)(3)	$6,000	$0	Cash	Scholarships
Bentley Univ
175 Forest St	Waltham	MA	02452	041081650	501(c)(3)	$19,500	$0	Cash	Scholarships
Berkshire Children and Fam
480 West St	Pittsfield	MA	01201	042226238	501(c)(3)	$62,560	$0	Cash	Human Services
Big Bros Big Sis Assoc of Frkln
16 Court Square	Greenfield	MA	01302	042491950	501(c)(3)	$10,000	$0	Cash	Human Services
Boothbay Harbor Mem Lib
4 Oak St	Boothbay Harbor	ME	04538	010224627	501(c)(3)	$10,000	$0	Cash	Library
Boothbay Region Land Trust
137 Townsend Ave	Boothbay Harbor	ME	04538	010371869	501(c)(3)	$50,000	$0	Cash	Environmental
Boston College
140 Commonwealth Ave	Chestnut Hill	MA	02467	042103545	501(c)(3)	$19,500	$0	Cash	Scholarships
Boston Univ
881 Commonwealth Ave	Boston	MA	02215	042103547	501(C)(3)	$20,000	$0	Cash	Scholarships
Boys and Girls Club Family Ctr
100 Acorn St	Spfld	MA	01109	042105940	501(c)(3)	$21,200	$0	Cash	Human Services
Brandeis Univ
415 South St	Waltham	MA	02454	042103552	501(c)(3)	$6,000	$0	Cash	Scholarships
Brick House Com Res Ctr
24 Third St	Turners Falls	MA	01376	223337776	501(c)(3)	$10,000	$0	Cash	Human Services
Bridgewater State College
Tillinghast Hall	Bridgewater	MA	02325	043010428	501(c)(3)	$10,500	$0	Cash	Scholarships
Brightside Inc
P O Box 9012	Spfld	MA	01102	042182395	501(C)(3)	$40,275	$0	Cash	Human Services
Bryant Univ
1150 Douglas Pike	Smithfield	RI	02917	050258810	501(c)(3)	$44,500	$0	Cash	Scholarships
Bur for Exceptional Chldn
537 Northampton St	Holyoke	MA	01041	237228632	501(C)(3)	$5,275	$0	Cash	Human Services
C S Lewis College Fdtn
P O Box 8008	Redlands	CA	92375	330247175	501(C)(3)	$25,000	$0	Cash	Environmental
Cathedral High School
260 Surrey Rd	Spfld	MA	01118	042262360	501(c)(3)	$27,106	$0	Cash	Education
Central Conn State Univ
1615 Stanley St	New Britian	CT	06050	061303381	501(c)(3)	$15,500	$0	Cash	Scholarships
City of Northampton
210 Main St	Northampton	MA	01060	046001406	501(c)(3)	$13,554	$0	Cash	Environmental
City of Springfield
36 Court St	Spfld	MA	01103	046001407	501(c)(3)	$26,900	$0	Cash	Historical Pres
Clark Univ
950 Main St	Worcester	MA	01610	042111203	501(c)(3)	$13,200	$0	Cash	Scholarships
Clinical and Support Options
8 Atwood Dr	Northampton	MA	01060	042206041	501(c)(3)	$18,800	$0	Cash	General Health
Col of Our Lady of the Elms
291 Springfield St	Chicopee	MA	01013	042225850	501(c)(3)	$65,000	$0	Cash	Scholarships
College of the Holy Cross
One College St	Worcester	MA	01610	042103558	501(c)(3)	$6,600	$0	Cash	Scholarships
Com Action of the Frkln etc
393 Main St	Greenfield	MA	01301	042384972	501(c)(3)	$89,208	$0	Cash	Human Services
Com Adolescent Res Ctr
247 Cabot St	Holyoke	MA	01040	042962882	501(C)(3)	$19,765	$0	Cash	Human Services
Com Education proj
317 Main St	Holyoke	MA	01040	043458723	501(C)(3)	$8,000	$0	Cash	Adult Literacy
Com Fdtn of Hudson Val
80 Washington St 201	Poudhkeepsie	NY	12601	237026859	501(C)(3)	$10,000	$0	Cash	Arts and Culture
Com Legal Aid
405 Main St	Worcester	MA	01608	042446242	501(C)(3)	$10,150	$0	Cash	Education
ComMusic Sch of Spfld
127 State St	Spfld	MA	01103	222501478	501(C)(3)	$28,170	$0	Cash	Arts and Culture
Com UW of PV
1441 Main St	Spfld	MA	01103	042152680	501(C)(3)	$86,410	$0	Cash	Human Services
Com YMCA Grnfld
451 Main St	Greenfield	MA	01301	042149363	501(C)(3)	$35,500	$0	Cash	Recreation
Cong of Sisters of St Jos
34 Lower Westfield Rd	Holyoke	MA	01040	042218584	501(c)(3)	$14,000	$0	Cash	Religious Church
CongChurch of Holland
11 Sturbridge Rd	Holland	MA	01521	043069643	501(C)(3)	$6,900	$0	Cash	December 2013 Distribution
Cooley Dickinson Hospital
30 Locust St	Northampton	MA	01060	042103561	501(C)(3)	$34,575	$0	Cash	General Health
Cornell Univ
P O Box 223623	Pittsburg	PA	15251	150532082	501(c)(3)	$11,600	$0	Cash	Education
Dakin PV Human Soc
P O Box 6307	Spfld	MA	01101	205318898	501(C)(3)	$45,633	$0	Cash	Animal Related
Dana Farber Cancer Inst
10 Brookline Place West	Brookline	MA	02445	042263040	501(c)(3)	$9,100	$0	Cash	General Health
Doctors Wout Borders USA
333 Seventh Ave	New York	NY	10001	133433452	501(C)(3)	$20,600	$0	Cash	General Health
Domus Incorporated
4 School St	Westfield	MA	01085	042788175	501(c)(3)	$20,000	$0	Cash	The Homestead
Eagle Hill Fdtn of MA
242 Old Petersham Rd	Hardwick	MA	01037	042761985	501(c)(3)	$6,000	$0	Cash	Private School
East Longmeadow Ed Fdtn
P O Box 1011	E Long	MA	01028	043299185	501(c)(3)	$11,550	$0	Cash	Education
Eastern Kentucky Univ
521 Lancaster Ave	Richmond	KY	40475	611011211	501(c)(3)	$6,000	$0	Cash	Scholarships
Enchanted Circle Inc
4 Open Square Wy	Holyoke	MA	01040	042685213	501(C)(3)	$9,850	$0	Cash	Arts and Culture
Eric Carle Museum
125 West Bay Rd	Amherst	MA	01004	043542086	501(C)(3)	$43,000	$0	Cash	Education
Fairfield Univ
1073 North Benson Rd	Fairfield	CT	06824	060646623	501(c)(3)	$19,000	$0	Cash	Scholarships
FH Cong Church
21 North Westfield St	Feeding Hills	MA	01030	042311639	501(c)(3)	$10,808	$0	Cash	Religious Church
First Ch of Christ in Long
763 Longmeadow St	Longmeadow	MA	01106	042104075	501(c)(3)	$5,280	$0	Cash	Religious Church
First Cong Ch SH
One Church St	S Hadley	MA	01075	042115501	501(C)(3)	$8,200	$0	Cash	Religious Church
Flying Object Ctr for Pub Art
42 West St	Hadley	MA	01035	273458340	501(C)(3)	$8,700	$0	Cash	Education
Framingham State College
100 State St	Framingham	MA	01701	046002284	501(c)(3)	$7,400	$0	Cash	Scholarships
Franklin Area Surv Ctr
96 Fourth St	Turners Falls	MA	01376	042776526	501(c)(3)	$12,000	$0	Cash	Human Services
Franklin Cty Com Dev Corp
324 Wells St	Greenfield	MA	01301	042678309	501(c)(3)	$13,200	$0	Cash	Human Services
Franklin Cty Home Care
330 Montague City Rd	Turners Falls	MA	01376	042542539	501(c)(3)	$11,200	$0	Cash	Human Services
Franklin Land Trust Inc
679A Mohawk Trail	Shelburne Falls	MA	01370	222744488	501(C)(3)	$32,300	$0	Cash	Environmental
Frds of Grandmothers Grdn
P O Box 1432	Westfield	MA	01086	043267287	501(c)(3)	$8,590	$0	Cash	Education
Friends of the Farm Inc
145 Chesterfield Rd	Northampton	MA	01060	043227857	501(C)(3)	$14,300	$0	Cash	Education
Frds of Hilltown Coop Sch
PO Box 338	Haydenville	MA	01038	043253250	501(c)(3)	$6,200	$0	Cash	Education
Frds of the Homeless
755 Worthington St	Springfield	MA	01105	222786732	501(C)(3)	$30,550	$0	Cash	Housing
Frds of the SH Pub Library
27 Bardwell St	S Hadley	MA	01075	042721959	501(C)(3)	$16,500	$0	Cash	Library
Gandara Mental Hlth Ctr
147 Norman St	W Spfld	MA	01089	042622756	501(c)(3)	$16,200	$0	Cash	Human Services
Georgetown Univ
Box 571252	Washington	DC	20057	530196603	501(c)(3)	$17,500	$0	Cash	Scholarships
Girls Inc of Holyoke
6 Open Square Way	Holyoke	MA	01041	042748244	501(C)(3)	$21,210	$0	Cash	Youth Developmnt
Glenmeadow Inc
24 Tabor Crossing	Longmeadow	MA	01106	042105937	501(C)(3)	$11,500	$0	Cash	Human Services
Grtr Spfld Senior Serv
66 Industry Ave	Springfield	MA	01104	042510895	501(C)(3)	$12,500	$0	Cash	Human Services
Greenfield Com Col
One College Dr	Greenfield	MA	01301	237090085	501(c)(3)	$11,000	$0	Cash	Scholarships
Greenfield Com Col Fdtn
270 Main St	Greenfield	MA	01301	042449856	501(C)(3)	$71,583	$0	Cash	Scholarships
Hampshire Com Uway
71 King St	Northampton	MA	01061	042104792	501(C)(3)	$13,500	$0	Cash	Human Services
Harvard Univ
8 Garden St	Cambridge	MA	02138	042103580	501(c)(3)	$5,500	$0	Cash	Scholarships
Heath Ag Society
21 Num 9 Rd	Heath	MA	01346	042607187	501(c)5 L	$13,690	$0	Cash	Historical Pres
Hillel Fdtn for Jew Campus Life
388 North Pleasant St	Amherst	MA	01002	043110103	501(C)(3)	$5,200	$0	Cash	Religious Church
Hilltown Land Trust Inc
332 Bullitt Rd	Ashfield	MA	01330	222831145	501(c)(3)	$21,700	$0	Cash	Environmental
Holy Name Church
323 Dickinson St	Springfield	MA	01108	042121346	501(C)(3)	$11,190	$0	Cash	Religious Church
Holyoke Catholic HS
134 Springfield St	Chicopee	MA	01013	042315532	501(C)(3)	$40,600	$0	Cash	Education
Hol Chic Spfld Head St
30 Madison Ave	Springfield	MA	01105	042466767	501(c)(3)	$20,000	$0	Cash	Education
Holyoke Com College
303 Homestead Ave	Holyoke	MA	01040	042719849	501(c)(3)	$44,300	$0	Cash	Scholarships
Holyoke Com College Fdtn
303 Homestead Ave	Holyoke	MA	01040	237181691	501(C)(3)	$30,150	$0	Cash	Education
Holyoke Public Library
335 Maple St	Holyoke	MA	01040	046002895	501(C)(3)	$13,700	$0	Cash	Arts and Culture
Hospice of Franklin Cty
329 Conway St	Greenfield	MA	01301	201611913	501(c)(3)	$10,000	$0	Cash	General Health
Intl Rescue Com
122 East 42nd St	Washington	DC	20090	135660870	501(C)(3)	$10,250	$0	Cash	Human Services
Jewish Fed of Wmass
1160 Dickinson St	Springfield	MA	01108	042127023	501(c)(3)	$12,800	$0	Cash	Human Services
Johnson Mem Hosp
201 Chestnut St	Stafford Springs	CT	06076	060646696	501(c)(3)	$10,000	$0	Cash	General Health
Kestrel Land Trust
P O Box 1016	Amherst	MA	01002	046243236	501(C)(3)	$30,650	$0	Cash	Environmental
L J Schinelli Renal Assist Fd
999 River Rd	Agawam	MA	01001	200995155	501(C)(3)	$10,000	$0	Cash	General Health
Lilly Library Association
19 Meadow St	Florence	MA	01062	042116611	501(C)(3)	$5,375	$0	Cash	Library
Live in Concert Inc
38 Cosby Ave	Amherst	MA	01002	205388870	501(c)(3)	$7,500	$0	Cash	Arts and Culture
Loomis Housing Corp
246 North Main St	S Hadley	MA	01075	042706070	501(C)(3)	$88,250	$0	Cash	Elderly
Loomis Institute
4 Batcheldor Rd	Windsor Locksa	CT	06095	606531007	501(C)(3)	$12,500	$0	Cash	Youth Developmnt
Maine Maritime Museum
243 Washington St	Bath	ME	04530	010271477	501(c)(3)	$50,000	$0	Cash	Education
Maine Public BRdcasting
1450 Lisbon St	Lewiston	ME	04240	223171529	501(c)(3)	$10,000	$0	Cash	Education
MLK Jr Fam Serv
106 Wilbraham Rd	Springfield	MA	01103	042647035	501(C)(3)	$10,000	$0	Cash	Human Services
MA Audubon Soc
208 South Great Rd	Lincoln	MA	01773	042104702	501(C)(3)	$19,258	$0	Cash	Education
MA College of Lib Arts
357 Church St	N Adams	MA	02147	042660810	501(c)(3)	$8,400	$0	Cash	Scholarships
MA College of Pharmacy
179 Longwood Ave	Boston	MA	02115	042104700	501(c)(3)	$8,000	$0	Cash	Scholarships
Mount Holyoke College
50 College St	S Hadley	MA	01075	042103578	501(c)(3)	$6,500	$0	Cash	Scholarships
NAMI Western MA
324A Springfield St	Agawam	MA	01001	042783175	501(c)(3)	$7,500	$0	Cash	Education
Natl Assoc for Com Col Entprshp
One Federal St Buildin	Springfield	MA	01105	260704711	501(C)(3)	$20,000	$0	Cash	Education
Natl Conf for Com and Just
820A Prospect Hill Rd	Windsor Locksa	CT	06095	141937658	501(C)(3)	$21,000	$0	Cash	Human Services
Natl Guild for Com Arts Ed
520 8th Ave	New York	NY	10018	136161108	501(c)(3)	$21,000	$0	Cash	Arts and Culture
Natl Priorities Proj
243 King St	Northampton	MA	01060	043070112	501(C)(3)	$5,500	$0	Cash	Human Services
N Eng Adolescent Res Inst
70 North Summer St	Holyoke	MA	01040	042883771	501(c)(3)	$20,000	$0	Cash	Education
N Eng Farmers Union Ed Fdtn
5 State St	Shelburne Falls	MA	01370	271536238	501(C)(3)	$10,000	$0	Cash	Education
N Eng Public Radio Fdtn
131 County Circle	Amherst	MA	01003	046130523	501(C)(3)	$145,170	$0	Cash	Arts and Culture
New Spirit Inc
40 Riverview Terrace	Springfield	MA	01108	043232718	501(c)(3)	$21,200	$0	Cash	Human Services
Nichols Col of Bus Admin
Center Rd	Dudley	MA	01571	042104778	501(c)(3)	$200,000	$0	Cash	College Univ
Noble Health Systems Inc
115 West Silver St	Westfield	MA	01086	222909354	501(C)(91	$27,200	$0	Cash	General Health
NoHo Pride Inc
P O Box 866	Northampton	MA	01061	264421242	501(C)(3)	$5,300	$0	Cash	Human Services
Northptn Com Music Ctr
139 South St	Northampton	MA	01060	043428393	501(C)(3)	$17,250	$0	Cash	Arts and Culture
Northptn Ed Fdtn
P O Box 44	Northampton	MA	01060	043157289	501(C)(3)	$41,000	$0	Cash	Education
Northptn Survival Ctr
265 Prospect St	Northampton	MA	01060	042774166	501(c)(3)	$8,200	$0	Cash	Food and Nutrition
Northeastern Univ
360 Huntington Ave	Boston	MA	02115	041679980	501(c)(3)	$25,500	$0	Cash	Scholarships
Northfield Mt Hermon School
One Lamplighter Way	Mt Hermon	MA	01354	042109865	501(c)(3)	$37,500	$0	Cash	Youth Developmnt
Open Field Fdtn Brmble Hill
593 South Pleasant St	Amherst	MA	01002	043313646	501(c)(3)	$8,000	$0	Cash	Food and Nutrition
Oxfam America Inc
226 Causeway St	Boston	MA	02114	237069110	501(C)(3)	$31,000	$0	Cash	Human Services
Partners Healthcare Sys
165 Cambridge St	Boston	MA	02114	041564655	501(C)(3)	$12,400	$0	Cash	General Health
Pathfinder International
9 Galen St	Watertown	MA	02472	530235320	501(c)(3)	$20,000	$0	Cash	General Health
Pine Hill Cemetery Assoc
140 Silver St	Westfield	MA	01085	530235321	501(c)(3)	$10,000	$0	Cash	Historical Pres
PV Riverfront Club
P O Box 60762	Longmeadow	MA	01006	260251831	501(C)(3)	$10,000	$0	Cash	Historical Pres
PV Symphony
91 Main St	Greenfield	MA	01301	046111759	501(c)(3)	$7,900	$0	Cash	Arts and Culture
Planned Parenthd Lg of MA
1055 Commonwealth Ave	Boston	MA	02215	042698497	501(C)(3)	$14,600	$0	Cash	General Health
Providence College
549 River Ave	Providence	RI	02918	050258932	501(c)(3)	$5,200	$0	Cash	Scholarships
Quabbin Mediation
13 S Main St	Orange	MA	01364	043429086	501(c)(3)	$13,200	$0	Cash	Human Services
Queens College Fdtn
65-30 Kissena Blvd	Flushing	NY	11367	116080521	501(C)(3)	$10,000	$0	Cash	College Univ
Quinnipiac Univ
275 Mount Carmel Ave	Hamden	CT	06518	060646701	501(C)(3)	$27,000	$0	Cash	Education
RAR MA Inc
9B Hamilton Pl	Boston	MA	02108	800297898	501(C)(3)	$44,000	$0	Cash	Education
Reg Empl Bd Hmdn Cty
1145 Main St	Springfield	MA	01103	222489896	501(c)(3)	$174,000	$0	Cash	Education
Regis College
235 Wellesley St	Weston	MA	02493	042104451	501(c)(3)	$5,500	$0	Cash	Scholarships
Rensselaer Polytech Inst
110 Eight St	Troy	NY	12180	141340095	501(c)(3)	$12,500	$0	Cash	Scholarships
River Valley Counseling Ctr
319 Beech St	Holyoke	MA	01040	042174657	501(C)(3)	$11,200	$0	Cash	Human Services
Roca Inc
101 Park St	Chelsea	MA	02150	223223641	501(c)(3)	$12,500	$0	Cash	Human Services
Rochester Inst of Tech
56 Lomb Memorial Dr	Rochester	NY	14623	160743140	501(c)(3)	$7,000	$0	Cash	Scholarships
Rural Development Inc
44 Canal Rd	Turners Falls	MA	01376	223139262	501(c)(3)	$12,500	$0	Cash	Community Imprv
Shriners Hospitals for Chldrn
P O Box 31356	Tampa	FL	33631	362193608	501(C)(3)	$10,808	$0	Cash	General Health
Smith Voc and Ag HS
80 Locust St	Northampton	MA	01060	046001406	501(c)(3)	$8,500	$0	Cash	scholarships
Snow Farm The NE Craft Prog
5 Clary Rd	Williamsburg	MA	01096	063547767	501(c)(3)	$6,200	$0	Cash	Arts and Culture
Somali Bantu Com of Spfld
1145 Main St	Springfield	MA	01103	223968789	501(c)(3)	$6,000	$0	Cash	Community Imprv
Somers Cong Church
P O Box 599 Main St	Somers	CT	06071	131957221	501(c)(3)	$25,000	$0	Cash	Religious Church
Sons and Daug of Hawley
East Hawley Rd	Hawley	MA	01339	042738928	501(c)(3)	$6,000	$0	Cash	Historical Pres
Spirit In Action
21 Wilbraham St	Palmer	MA	01069	383655028	501(c)(3)	$50,000	$0	Cash	Community Imprv
Spfld Boys and Girls Club
481 Carew St	Springfield	MA	01104	041858620	501(C)(3)	$8,790	$0	Cash	Youth Developmnt
Springfield College
263 Alden St	Springfield	MA	01109	042104329	501(C)(3)	$45,962	$0	Cash	Education
Springfield College
263 Alden St	Springfield	MA	01109	042104329	501(c)(3)	$25,000	$0	Cash	Scholarships
Spfld Lib and Mus
21 Edwards St	Springfield	MA	01103	046002239	501(C)(3)	$32,485	$0	Cash	Arts and Culture
Springfield Library Fdtn
36 Court St	Springfield	MA	01103	201207636	501(C)(3)	$15,000	$0	Cash	Education
Spfld Preservation Tr
74 Walnut St	Springfield	MA	01105	237309820	501(C)(3)	$5,400	$0	Cash	Educational Historic
Spfld Rescue Mission
19 Bliss St	Springfield	MA	01102	521047790	501(C)(3)	$16,258	$0	Cash	Human Services
Spfld School Vol
1550 Main St	Springfield	MA	01103	042643527	501(c)(3)	$59,950	$0	Cash	Education
Spfld Symphony Orch
1350 Main St	Springfield	MA	01103	042210746	501(C)(3)	$44,260	$0	Cash	Arts and Culture
STCC
One Armory Square	Springfield	MA	01101	042444774	501(c)(3)	$36,625	$0	Cash	Scholarships
St Elizabeth Ann Seton Ch
3 Elm St	Northampton	MA	01060	042202883	501(c)(3)	$5,275	$0	Cash	Religious Church
St John's Lutheran Church
60 BRd St	Westfield	MA	01085	042381428	501(C)(3)	$22,383	$0	Cash	Religious Church
St Michael's Church
128 Maple St	E Long	MA	01028	042202883	501(C)(3)	$5,500	$0	Cash	Religious Church
St Peter and Paul Orth Ch
118 Carew St	Springfield	MA	01101	046000817	501(C)(3)	$6,000	$0	Cash	Religious Church
St Stanislaus Basilica
566 Front St	Chicopee	MA	01013	042111408	501(c)(3)	$10,000	$0	Cash	Religious Church
St Stanislaus School
534 Front St	Chicopee	MA	01013	042111408	501(c)(3)	$20,700	$0	Cash	Education
Stanley Park of Westfield
P O Box 1191	Westfield	MA	01085	042131404	501 (c)3	$12,808	$0	Cash	Community Imprv
Stonehill College
320 Washington St	Easton	MA	02357	042104229	501(c)(3)	$7,500	$0	Cash	Scholarships
Suffolk Univ
41 Temple St	Boston	MA	02114	042133255	501(c)(3)	$14,000	$0	Cash	Scholarships
Survival Centers Inc
138 Sunderland Rd	N Amherst	MA	01059	042698462	501(C)(3)	$14,000	$0	Cash	Human Services
Sweet Briar College
134 Chapel Dr	Sweet Briar	VA	24595	540534105	501(C)(3)	$6,000	$0	Cash	Scholarships
Assoc For Com Living
220 Brookdale Dr	Springfield	MA	01104	042210685	501(C)(3)	$24,950	$0	Cash	Human Services
Episcopal Diocese of Wmass
37 Chestnut St	Springfield	MA	01103	042210686	501(C)(3)	$13,300	$0	Cash	Human Services
The Food Bank of Wmass
97 North Hatfield Rd	Hatfield	MA	01038	042751023	501(C)(3)	$54,250	$0	Cash	Food and Nutrition
The Literacy Project Inc
15 Bank Row	Greenfield	MA	01301	042907399	501(C)(3)	$7,438	$0	Cash	Education
Salvation Army Grnfld
72 Chapman St	Greenfield	MA	01301	222406433	501(c)(3)	$8,000	$0	Cash	Human Services
Salvation Army Holyoke
271 Appleton St	Holyoke	MA	01040	222406433	501(c)(3)	$18,250	$0	Cash	Community Imprv
The Yellow House Inc
1479 North Main St	Palmer	MA	01069	453997999	501(C)(3)	$83,400	$0	Cash	Education
Third Sector New England
89 South St	Boston	MA	02111	042261109	501(C)(3)	$13,250	$0	Cash	Human Services
Tilton Fund Inc
75 North Main St	S Deerfield	MA	01373	046075146	501(c)(3)	$15,000	$0	Cash	Education
Town of Agawam
36 Main St	Agawam	MA	01001	046001065	501(c)(3)	$10,808	$0	Cash	Education
Town of Longmeadow
127 Grassy Gutter Rd	Longmeadow	MA	01106	046001204	501(c)(3)	$12,000	$0	Cash	Community Imprv
Trickle Up Program Inc
104 West 27th St	New York	NY	10001	061043042	501(C)(3)	$7,500	$0	Cash	Human Services
Trustees of Forbes Library
20 West St	Northampton	MA	01060	046004208	501(C)(3)	$7,450	$0	Cash	Education
Trustees of Mt Holyoke Col
50 College St	S Hadley	MA	01075	042103578	501(C)(3)	$19,958	$0	Cash	Education
Trustees of Reservations
572 Essex St	Beverly	MA	01915	042105780	501(C)(3)	$14,650	$0	Cash	Community Imprv
Trustees of the Smith Col
College Hall	Northampton	MA	01063	041843040	501(c)(3)	$18,500	$0	Cash	Scholarships
Tufts Univ
106 Packard Hall	Medford	MA	02155	042103634	501(c)(3)	$24,000	$0	Cash	Scholarships
uAspire
31 St James Ave	Boston	MA	02116	461314848	501(c)(3)	$8,000	$0	Cash	Education
United ARC of Frkln and Hmpshr
294 Ave A	Turners Falls	MA	01376	042267562	501(c)(3)	$25,000	$0	Cash	Human Services
UW of Franklin Cty
51 Davis St	Greenfield	MA	01301	042212894	501(c)(3)	$52,800	$0	Cash	Education
UW of Martin Cty
P O Box 362	Stuart	FL	34955	237273540	501(C)(3)	$10,000	$0	Cash	Human Services
Univ of Connecticut
233 Glennbrook Rd	Storrs	CT	06269	060772160	501(c)(3)	$58,000	$0	Cash	Scholarships
Univ of Hartford
200 Bloomfield Ave	W Hartford	CT	06117	060731360	501(c)(3)	$13,500	$0	Cash	Scholarships
Univ of MA Fdtn
225 Franklin St	Boston	MA	02110	046013152	501(C)(3)	$8,500	$0	Cash	General Health
Univ of MA Amherst
255 Admin Bldg	Amherst	MA	01003	043167352	501(c)(3)	$221,900	$0	Cash	Scholarships
Univ of MA Dartmouth
285 Old Westport Rd	N Dartmouth	MA	02747	043167352	501(c)(3)	$18,400	$0	Cash	Scholarships
Univ of NH
11 Garrison Ave	Durnham	NH	03821	046000937	501(c)(3)	$5,700	$0	Cash	Scholarships
Univ of Rhode Island
35 Campus Ave	Kingston	RI	02881	056000522	501(c)(3)	$5,500	$0	Cash	Scholarships
Univ System of NH
299 Main St	Keene	NH	03435	026000937	501(c)(3)	$6,500	$0	Cash	Scholarships
Urban League of Spfld
1 Federal St	Springfield	MA	01105	042133248	501(c)(3)	$7,775	$0	Cash	Human Services
UU Society of Amherst
121 North Pleasant St	Amherst	MA	01004	042103733	501(C)(3)	$7,260	$0	Cash	Religious Church
Warren J Plaut Char Tr
640 Page Boulevard	Springfield	MA	01104	046609717	501(C)(3)	$12,100	$0	Cash	Civil Rights
Wentworth Inst of Tech
550 Huntington Ave	Boston	MA	02115	041958460	501(c)(3)	$11,500	$0	Cash	Scholarships
W Cummington Cong Ch
27 West Main St	Cummington	MA	01026	900141066	501(c)(3)	$12,500	$0	Cash	Religious Church
WMass Bird Dog Club
100 Hartwell St	W Boylston	MA	01583	042104278	501(C)(3)	$10,000	$0	Cash	Community Imprv
WMass Boy Scts of Amer
1 Arch Rd	Westfield	MA	01085	042104279	501(C)(3)	$16,525	$0	Cash	Youth Developmnt
Western New Eng Univ
1215 Wilbraham Rd	Springfield	MA	01119	042108376	501(C)(3)	$131,185	$0	Cash	Scholarships
Westfield Athenaeum
6 Elm St	Westfield	MA	01085	046004372	501(C)(3)	$17,100	$0	Cash	Education
Westfield State Univ
577 Western Ave	Westfield	MA	01085	043062617	501(c)(3)	$108,600	$0	Cash	Scholarships
WGBH Educational Fdtn
44 Hampden St	Springfield	MA	01103	042104397	501(C)(3)	$106,490	$0	Cash	Education
Wheelock College
200 The Riverway	Boston	MA	02215	042103639	501(c)(3)	$5,200	$0	Cash	Scholarships
Wilbraham and Monson Academy
423 Main St	Wilbraham	MA	01095	042105838	501(C)(3)	$510,000	$0	Cash	Education
WillPower Foundation Inc
P O Box 1244	Northampton	MA	01060	263076136	501(C)(3)	$7,000	$0	Cash	Human Services
Womanshelter Companeras
P O Box 1099	Holyoke	MA	01041	042716766	501(C)(3)	$6,700	$0	Cash	Human Services
Women's Fund of Wmass
116 Pleasant St	Easthampton	MA	01027	043342411	501(C)(3)	$20,700	$0	Cash	Human Services
Worcester Polytechnic Inst
100 Institute Rd	Worcester	MA	01609	042121659	501(c)(3)	$28,000	$0	Cash	Scholarships
Worcester State College
486 Chandler St	Worcester	MA	01609	042760551	501(c)(3)	$12,000	$0	Cash	Scholarships
YMCA of Greater Spfld
275 Chestnut St	Springfield	MA	01104	041859893	501(C)(3)	$23,585	$0	Cash	Youth Developmnt
YMCA of Greater Wstfld
67 Court St	Westfield	MA	01085	042126585	501(c)(3)	$12,000	$0	Cash	Youth Developmnt
YMCA Greenfield
451 Main St	Greenfield	MA	01301	042149363	501(c)(3)	$40,000	$0	Cash	Youth Developmnt
Youth Action Coalition
256 North Pleasant St	Amherst	MA	01004	043070456	501(c)(3)	$9,000	$0	Cash	aWARE Arts Collective

Field	Value	IRS element (for citing)
Total501c3 Org	227	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	Scholarships are paid to US Educational institutions to which the student is attending and are refunded by the educational institution if the student does not maintain their status as a student. Grants are made only to verified 501(c)3 organizations with grant reports being required of all discretionary grants to receive full payment.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Katharine Allan Zobel
President	$150,090	$0	$0	$0	$14,021	$0	$0	$0	$1,673	$0	$165,784	$0	$0	$0
Kristin Leutz
Vice President for Philanthropic Services	$117,972	$0	$0	$0	$11,248	$0	$0	$0	$2,084	$0	$131,304	$0		$0
Donna Roseman David
Chief Financial & Chief Administrative Officer	$114,558	$0	$0	$0	$7,697	$0	$0	$0	$14,469	$0	$136,724	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 3	FormAndLineReferenceDesc
Explanation	The Foundation Trustees are responsible for determining the President's salary.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	35	ContributionCnt
Noncash Contributions Rpt F990	$2,873,282	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Quotes	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2	Certain Foundation Trustees provide professional services to other Foundation Trustees
Form 990, Part VI, Section B, Line 11b	Members of the Foundation's Audit and Finance Committee are provided a draft copy of the Form 990 as prepared by the Chief Financial Officer and the staff. The committee members are provided an opportunity to read the form and to 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 the form is filed with the IRS.
Form 990, Part VI, Section B, Line 12c	Each year all trustees and all 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 15	The Foundation Trustees are responsible for determining the President's salary. All other salaries are reviewed and monitored by them with management input.
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 Foundation's website. All other information is available upon request.
Form 990, Part XI, Line 9	UBI from Pass-Through Investments recorded for tax purposes

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Community Foundation of Western Mass LLC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 Main Street Suite 2300	AddressLine1
City	Springfield	City
State	MA	State
ZIP Code	01115	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	Vehicle to hold real estate	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Total Income	$0	TotalIncomeAmt
End Of Year Assets	$0	EndOfYearAssetsAmt
Direct Controlling NA	N/A	DirectControllingNACd