2014-10-21T08:55:50-07:00 2014-03-31 990 2013-04-01 223089640 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS COMM 4137322858 1500 Main St Suite 2300 Springfield MA 01115 Donna Roseman David CFO/CAO 4137322858 2014-08-08 2013 2015-11-30 17:44:51Z Donna Roseman David 1500 Main Street Suite 2300 Springfield MA 01115 9855762 0 X www.communityfoundation.org X 1991 MA 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. 19 19 18 100 37358 17370 8481579 7874113 246061 245591 1585129 1608388 -78768 127670 10234001 9855762 9474217 7230039 0 0 1185300 1172724 0 0 387584 768811 662202 11428328 9064965 -1194327 790797 103619620 114293627 9011043 9503049 94608577 104790578 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. 0 0 5940669 5328977 245591 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. 2276740 1901062 0 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. 0 0 0 8217409 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 37 0 1 18 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X Donna Roseman David 4137322858 1500 Main St Suite 2300 Springfield MA 01115 Irene Rodriguez Martin Foundation Trustee 1 0 X 0 0 0 Peter Daboul Foundation Trustee 1 0 X 0 0 0 George Arwady Foundation Trustee 1 0 X 0 0 0 George Keady III Foundation Trustee 1 0 X 0 0 0 Richard B Steele Jr Foundation Trustee 1 0 X 0 0 0 Willie Hill Jr Foundation Trustee 1 0 X 0 0 0 Robert Pura Foundation Trustee 1 0 X 0 0 0 Amy Jamrog Foundation Trustee 1 0 X 0 0 0 Dana R Barrows Foundation Trustee 2 0 X 0 0 0 Ralph Tate Foundation Trustee 1 0 X 0 0 0 Sanford Belden Foundation Trustee 3 0 X 0 0 0 Dianne Fuller Doherty Foundation Trustee 1 0 X 0 0 0 Steven Mitus Foundation Trustee 1 0 X 0 0 0 Kerry Dietz Foundation Trustee 1 0 X 0 0 0 Karin George Foundation Trustee 1 0 X 0 0 0 Theresa Jenoure Foundation Trustee 1 0 X 0 0 0 Ellen Brout Lindsey Foundation Trustee 1 0 X 0 0 0 David Pinsky Foundation Trustee 1 0 X 0 0 0 Elizabeth Sillin Foundation Trustee 1 0 X 0 0 0 Katharine Allan Zobel President 40 0 X 150090 0 15694 Kristin Leutz Vice President for Philanthropic Services 40 X 117972 0 13331 Donna Roseman David Chief Financial & Chief Administrative Officer 40 X 114558 0 22165 382620 0 51190 3 0 1 0 Bank of America 1 Monarch Place Springfield MA 01115 Investment Management 172764 1 0 0 0 0 0 7874113 0 7874113 Administration Revenue 561000 245591 245591 0 0 0 0 0 0 245591 1608388 1608388 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Change in split interest agreements 900099 90312 90312 0 0 UBI from Pass-Through Investments 900099 37358 0 37358 0 0 0 0 0 127670 9855762 1944291 37358 0 7230039 7230039 0 0 0 0 0 0 398990 247373 55859 95758 0 0 0 0 527876 327283 73903 126690 74687 46306 10456 17925 96258 59680 13476 23102 74913 46446 10488 17979 0 0 0 0 14077 8728 1971 3378 31306 19410 4383 7513 0 0 0 0 0 0 230968 12400 213768 4800 24845 15404 3478 5963 37821 23449 5295 9077 66285 41097 9280 15908 46124 28597 6457 11070 0 0 0 0 92073 40512 31305 20256 13674 8478 1914 3282 0 0 0 0 63174 39168 8844 15162 0 0 0 0 0 0 0 0 4482 1972 1524 986 11693 5145 3976 2572 Publications 25680 15922 3595 6163 0 0 0 0 9064965 8217409 459972 387584 0 0 2629489 5639608 37736 0 0 0 0 0 0 0 3546246 3458586 0 0 48451 27349 147245 144646 5129 2599 73293913 79837670 24058656 25327815 0 0 0 0 0 0 103619620 114293627 21845 30475 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8989198 9472574 9011043 9503049 X 26968264 30624432 62949352 69475185 4690961 4690961 94608577 104790578 103619620 114293627 X 790797 9428562 0 0 0 -37358 X 0 1 X 1 0 X 8210442 6478013 4961007 8142822 8481579 36273863 0 0 0 0 0 0 0 0 0 0 0 0 8210442 6478013 4961007 8142822 8481579 36273863 2245623 34028240 1829131 1468016 1552887 1907108 1585129 8342271 0 0 0 0 0 0 0 0 44616134 0.76269 0.72402 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 268 288 5726114 2147999 4401704 2828335 32584888 78069086 1 1 67871705 2228070 7730097 2526472 0 1169527 74133873 60390411 5027463 5695194 2353581 0 887782 67871705 61196679 1542206 799091 2419918 0 727647 60390411 57891223 865847 5941655 2727138 0 774908 61196679 43674099 2457947 14899229 2400677 0 739375 57891223 0.45 0.1 0.45 0 0 0 0 0 0 0 0 0 0 0 0 0 147245 0 144646 2599 0 0 0 0 2599 25056843 F 270972 F 25327815 0 Agency Funds 7479744 Liability under unitrust agreements 1992830 9472574 19246966 9428562 0 0 0 9428562 9818404 0 37358 37358 9855762 9064965 0 0 0 0 0 9064965 0 0 0 9064965 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 1 Alzheimer's Dis and Related MA 480 Pleasant St Watertown MA 02472 042731194 501(C)(3) 10000 0 Cash General Health American Cancer Society P O Box 720366 Oklahoma City OK 73162 131788491 501(c)(3) 10808 0 Cash Health American Intl College 1000 State St Spfld MA 01109 042103701 501(C)(3) 10000 0 Cash Education American Intl College 1000 State St Spfld MA 01109 042103701 501(c)(3) 69900 0 Cash Scholarships Amer Lung Assoc of MA 460 Totten Pond Rd Waltham MA 02451 042104717 501(C)(3) 10174 0 Cash General Health Amer Red Cross PV Chapter 506 Cottage St Spfld MA 01104 530196605 501(c)(3) 12500 0 Cash Human Services Amherst Cinema Arts Center 28 Amity St Amherst MA 01002 043456950 501(C)(3) 6100 0 Cash Arts and Culture Amherst College P O Box 5000 Amherst MA 01002 042103542 501(c)(3) 6500 0 Cash Scholarships Arise Inc 467 State St Spfld MA 01101 042914511 501(C)(3) 15980 0 Cash Community Imprv Arms Library Assoc 60 Bridge St Shelburne Falls MA 01370 042949510 501(C)(3) 38000 0 Cash Human Services Art Garden Inc 4 Union St Shelburne Falls MA 01370 452047838 501(C)(3) 10000 0 Cash Human Services Assumption College 500 Salisbury St Worcester MA 01615 042105776 501(c)(3) 6100 0 Cash Scholarships Athol Bird and Nature Club 100 Main St Athol MA 01331 043409595 501(c)(3) 7900 0 Cash Environment Babson College 231 Forest St Babson Park MA 02457 042103544 501(c)(3) 16000 0 Cash Scholarships Bay Path Univ 588 Longmeadow St Longmeadow MA 01106 042103865 501(c)(3) 27700 0 Cash Scholarships Bay Path Univ 588 Longmeadow St Longmeadow MA 01106 042103865 501(C)(3) 18000 0 Cash College Univ Baystate Health Foundation 280 Chestnut St Spfld MA 01199 043549011 501(C)(3) 232035 0 Cash General Health Bennington College One College Dr Bennington VT 05201 030179414 501(c)(3) 6000 0 Cash Scholarships Bentley Univ 175 Forest St Waltham MA 02452 041081650 501(c)(3) 19500 0 Cash Scholarships Berkshire Children and Fam 480 West St Pittsfield MA 01201 042226238 501(c)(3) 62560 0 Cash Human Services Big Bros Big Sis Assoc of Frkln 16 Court Square Greenfield MA 01302 042491950 501(c)(3) 10000 0 Cash Human Services Boothbay Harbor Mem Lib 4 Oak St Boothbay Harbor ME 04538 010224627 501(c)(3) 10000 0 Cash Library Boothbay Region Land Trust 137 Townsend Ave Boothbay Harbor ME 04538 010371869 501(c)(3) 50000 0 Cash Environmental Boston College 140 Commonwealth Ave Chestnut Hill MA 02467 042103545 501(c)(3) 19500 0 Cash Scholarships Boston Univ 881 Commonwealth Ave Boston MA 02215 042103547 501(C)(3) 20000 0 Cash Scholarships Boys and Girls Club Family Ctr 100 Acorn St Spfld MA 01109 042105940 501(c)(3) 21200 0 Cash Human Services Brandeis Univ 415 South St Waltham MA 02454 042103552 501(c)(3) 6000 0 Cash Scholarships Brick House Com Res Ctr 24 Third St Turners Falls MA 01376 223337776 501(c)(3) 10000 0 Cash Human Services Bridgewater State College Tillinghast Hall Bridgewater MA 02325 043010428 501(c)(3) 10500 0 Cash Scholarships Brightside Inc P O Box 9012 Spfld MA 01102 042182395 501(C)(3) 40275 0 Cash Human Services Bryant Univ 1150 Douglas Pike Smithfield RI 02917 050258810 501(c)(3) 44500 0 Cash Scholarships Bur for Exceptional Chldn 537 Northampton St Holyoke MA 01041 237228632 501(C)(3) 5275 0 Cash Human Services C S Lewis College Fdtn P O Box 8008 Redlands CA 92375 330247175 501(C)(3) 25000 0 Cash Environmental Cathedral High School 260 Surrey Rd Spfld MA 01118 042262360 501(c)(3) 27106 0 Cash Education Central Conn State Univ 1615 Stanley St New Britian CT 06050 061303381 501(c)(3) 15500 0 Cash Scholarships City of Northampton 210 Main St Northampton MA 01060 046001406 501(c)(3) 13554 0 Cash Environmental City of Springfield 36 Court St Spfld MA 01103 046001407 501(c)(3) 26900 0 Cash Historical Pres Clark Univ 950 Main St Worcester MA 01610 042111203 501(c)(3) 13200 0 Cash Scholarships Clinical and Support Options 8 Atwood Dr Northampton MA 01060 042206041 501(c)(3) 18800 0 Cash General Health Col of Our Lady of the Elms 291 Springfield St Chicopee MA 01013 042225850 501(c)(3) 65000 0 Cash Scholarships College of the Holy Cross One College St Worcester MA 01610 042103558 501(c)(3) 6600 0 Cash Scholarships Com Action of the Frkln etc 393 Main St Greenfield MA 01301 042384972 501(c)(3) 89208 0 Cash Human Services Com Adolescent Res Ctr 247 Cabot St Holyoke MA 01040 042962882 501(C)(3) 19765 0 Cash Human Services Com Education proj 317 Main St Holyoke MA 01040 043458723 501(C)(3) 8000 0 Cash Adult Literacy Com Fdtn of Hudson Val 80 Washington St 201 Poudhkeepsie NY 12601 237026859 501(C)(3) 10000 0 Cash Arts and Culture Com Legal Aid 405 Main St Worcester MA 01608 042446242 501(C)(3) 10150 0 Cash Education ComMusic Sch of Spfld 127 State St Spfld MA 01103 222501478 501(C)(3) 28170 0 Cash Arts and Culture Com UW of PV 1441 Main St Spfld MA 01103 042152680 501(C)(3) 86410 0 Cash Human Services Com YMCA Grnfld 451 Main St Greenfield MA 01301 042149363 501(C)(3) 35500 0 Cash Recreation Cong of Sisters of St Jos 34 Lower Westfield Rd Holyoke MA 01040 042218584 501(c)(3) 14000 0 Cash Religious Church CongChurch of Holland 11 Sturbridge Rd Holland MA 01521 043069643 501(C)(3) 6900 0 Cash December 2013 Distribution Cooley Dickinson Hospital 30 Locust St Northampton MA 01060 042103561 501(C)(3) 34575 0 Cash General Health Cornell Univ P O Box 223623 Pittsburg PA 15251 150532082 501(c)(3) 11600 0 Cash Education Dakin PV Human Soc P O Box 6307 Spfld MA 01101 205318898 501(C)(3) 45633 0 Cash Animal Related Dana Farber Cancer Inst 10 Brookline Place West Brookline MA 02445 042263040 501(c)(3) 9100 0 Cash General Health Doctors Wout Borders USA 333 Seventh Ave New York NY 10001 133433452 501(C)(3) 20600 0 Cash General Health Domus Incorporated 4 School St Westfield MA 01085 042788175 501(c)(3) 20000 0 Cash The Homestead Eagle Hill Fdtn of MA 242 Old Petersham Rd Hardwick MA 01037 042761985 501(c)(3) 6000 0 Cash Private School East Longmeadow Ed Fdtn P O Box 1011 E Long MA 01028 043299185 501(c)(3) 11550 0 Cash Education Eastern Kentucky Univ 521 Lancaster Ave Richmond KY 40475 611011211 501(c)(3) 6000 0 Cash Scholarships Enchanted Circle Inc 4 Open Square Wy Holyoke MA 01040 042685213 501(C)(3) 9850 0 Cash Arts and Culture Eric Carle Museum 125 West Bay Rd Amherst MA 01004 043542086 501(C)(3) 43000 0 Cash Education Fairfield Univ 1073 North Benson Rd Fairfield CT 06824 060646623 501(c)(3) 19000 0 Cash Scholarships FH Cong Church 21 North Westfield St Feeding Hills MA 01030 042311639 501(c)(3) 10808 0 Cash Religious Church First Ch of Christ in Long 763 Longmeadow St Longmeadow MA 01106 042104075 501(c)(3) 5280 0 Cash Religious Church First Cong Ch SH One Church St S Hadley MA 01075 042115501 501(C)(3) 8200 0 Cash Religious Church Flying Object Ctr for Pub Art 42 West St Hadley MA 01035 273458340 501(C)(3) 8700 0 Cash Education Framingham State College 100 State St Framingham MA 01701 046002284 501(c)(3) 7400 0 Cash Scholarships Franklin Area Surv Ctr 96 Fourth St Turners Falls MA 01376 042776526 501(c)(3) 12000 0 Cash Human Services Franklin Cty Com Dev Corp 324 Wells St Greenfield MA 01301 042678309 501(c)(3) 13200 0 Cash Human Services Franklin Cty Home Care 330 Montague City Rd Turners Falls MA 01376 042542539 501(c)(3) 11200 0 Cash Human Services Franklin Land Trust Inc 679A Mohawk Trail Shelburne Falls MA 01370 222744488 501(C)(3) 32300 0 Cash Environmental Frds of Grandmothers Grdn P O Box 1432 Westfield MA 01086 043267287 501(c)(3) 8590 0 Cash Education Friends of the Farm Inc 145 Chesterfield Rd Northampton MA 01060 043227857 501(C)(3) 14300 0 Cash Education Frds of Hilltown Coop Sch PO Box 338 Haydenville MA 01038 043253250 501(c)(3) 6200 0 Cash Education Frds of the Homeless 755 Worthington St Springfield MA 01105 222786732 501(C)(3) 30550 0 Cash Housing Frds of the SH Pub Library 27 Bardwell St S Hadley MA 01075 042721959 501(C)(3) 16500 0 Cash Library Gandara Mental Hlth Ctr 147 Norman St W Spfld MA 01089 042622756 501(c)(3) 16200 0 Cash Human Services Georgetown Univ Box 571252 Washington DC 20057 530196603 501(c)(3) 17500 0 Cash Scholarships Girls Inc of Holyoke 6 Open Square Way Holyoke MA 01041 042748244 501(C)(3) 21210 0 Cash Youth Developmnt Glenmeadow Inc 24 Tabor Crossing Longmeadow MA 01106 042105937 501(C)(3) 11500 0 Cash Human Services Grtr Spfld Senior Serv 66 Industry Ave Springfield MA 01104 042510895 501(C)(3) 12500 0 Cash Human Services Greenfield Com Col One College Dr Greenfield MA 01301 237090085 501(c)(3) 11000 0 Cash Scholarships Greenfield Com Col Fdtn 270 Main St Greenfield MA 01301 042449856 501(C)(3) 71583 0 Cash Scholarships Hampshire Com Uway 71 King St Northampton MA 01061 042104792 501(C)(3) 13500 0 Cash Human Services Harvard Univ 8 Garden St Cambridge MA 02138 042103580 501(c)(3) 5500 0 Cash Scholarships Heath Ag Society 21 Num 9 Rd Heath MA 01346 042607187 501(c)5 L 13690 0 Cash Historical Pres Hillel Fdtn for Jew Campus Life 388 North Pleasant St Amherst MA 01002 043110103 501(C)(3) 5200 0 Cash Religious Church Hilltown Land Trust Inc 332 Bullitt Rd Ashfield MA 01330 222831145 501(c)(3) 21700 0 Cash Environmental Holy Name Church 323 Dickinson St Springfield MA 01108 042121346 501(C)(3) 11190 0 Cash Religious Church Holyoke Catholic HS 134 Springfield St Chicopee MA 01013 042315532 501(C)(3) 40600 0 Cash Education Hol Chic Spfld Head St 30 Madison Ave Springfield MA 01105 042466767 501(c)(3) 20000 0 Cash Education Holyoke Com College 303 Homestead Ave Holyoke MA 01040 042719849 501(c)(3) 44300 0 Cash Scholarships Holyoke Com College Fdtn 303 Homestead Ave Holyoke MA 01040 237181691 501(C)(3) 30150 0 Cash Education Holyoke Public Library 335 Maple St Holyoke MA 01040 046002895 501(C)(3) 13700 0 Cash Arts and Culture Hospice of Franklin Cty 329 Conway St Greenfield MA 01301 201611913 501(c)(3) 10000 0 Cash General Health Intl Rescue Com 122 East 42nd St Washington DC 20090 135660870 501(C)(3) 10250 0 Cash Human Services Jewish Fed of Wmass 1160 Dickinson St Springfield MA 01108 042127023 501(c)(3) 12800 0 Cash Human Services Johnson Mem Hosp 201 Chestnut St Stafford Springs CT 06076 060646696 501(c)(3) 10000 0 Cash General Health Kestrel Land Trust P O Box 1016 Amherst MA 01002 046243236 501(C)(3) 30650 0 Cash Environmental L J Schinelli Renal Assist Fd 999 River Rd Agawam MA 01001 200995155 501(C)(3) 10000 0 Cash General Health Lilly Library Association 19 Meadow St Florence MA 01062 042116611 501(C)(3) 5375 0 Cash Library Live in Concert Inc 38 Cosby Ave Amherst MA 01002 205388870 501(c)(3) 7500 0 Cash Arts and Culture Loomis Housing Corp 246 North Main St S Hadley MA 01075 042706070 501(C)(3) 88250 0 Cash Elderly Loomis Institute 4 Batcheldor Rd Windsor Locksa CT 06095 606531007 501(C)(3) 12500 0 Cash Youth Developmnt Maine Maritime Museum 243 Washington St Bath ME 04530 010271477 501(c)(3) 50000 0 Cash Education Maine Public BRdcasting 1450 Lisbon St Lewiston ME 04240 223171529 501(c)(3) 10000 0 Cash Education MLK Jr Fam Serv 106 Wilbraham Rd Springfield MA 01103 042647035 501(C)(3) 10000 0 Cash Human Services MA Audubon Soc 208 South Great Rd Lincoln MA 01773 042104702 501(C)(3) 19258 0 Cash Education MA College of Lib Arts 357 Church St N Adams MA 02147 042660810 501(c)(3) 8400 0 Cash Scholarships MA College of Pharmacy 179 Longwood Ave Boston MA 02115 042104700 501(c)(3) 8000 0 Cash Scholarships Mount Holyoke College 50 College St S Hadley MA 01075 042103578 501(c)(3) 6500 0 Cash Scholarships NAMI Western MA 324A Springfield St Agawam MA 01001 042783175 501(c)(3) 7500 0 Cash Education Natl Assoc for Com Col Entprshp One Federal St Buildin Springfield MA 01105 260704711 501(C)(3) 20000 0 Cash Education Natl Conf for Com and Just 820A Prospect Hill Rd Windsor Locksa CT 06095 141937658 501(C)(3) 21000 0 Cash Human Services Natl Guild for Com Arts Ed 520 8th Ave New York NY 10018 136161108 501(c)(3) 21000 0 Cash Arts and Culture Natl Priorities Proj 243 King St Northampton MA 01060 043070112 501(C)(3) 5500 0 Cash Human Services N Eng Adolescent Res Inst 70 North Summer St Holyoke MA 01040 042883771 501(c)(3) 20000 0 Cash Education N Eng Farmers Union Ed Fdtn 5 State St Shelburne Falls MA 01370 271536238 501(C)(3) 10000 0 Cash Education N Eng Public Radio Fdtn 131 County Circle Amherst MA 01003 046130523 501(C)(3) 145170 0 Cash Arts and Culture New Spirit Inc 40 Riverview Terrace Springfield MA 01108 043232718 501(c)(3) 21200 0 Cash Human Services Nichols Col of Bus Admin Center Rd Dudley MA 01571 042104778 501(c)(3) 200000 0 Cash College Univ Noble Health Systems Inc 115 West Silver St Westfield MA 01086 222909354 501(C)(91 27200 0 Cash General Health NoHo Pride Inc P O Box 866 Northampton MA 01061 264421242 501(C)(3) 5300 0 Cash Human Services Northptn Com Music Ctr 139 South St Northampton MA 01060 043428393 501(C)(3) 17250 0 Cash Arts and Culture Northptn Ed Fdtn P O Box 44 Northampton MA 01060 043157289 501(C)(3) 41000 0 Cash Education Northptn Survival Ctr 265 Prospect St Northampton MA 01060 042774166 501(c)(3) 8200 0 Cash Food and Nutrition Northeastern Univ 360 Huntington Ave Boston MA 02115 041679980 501(c)(3) 25500 0 Cash Scholarships Northfield Mt Hermon School One Lamplighter Way Mt Hermon MA 01354 042109865 501(c)(3) 37500 0 Cash Youth Developmnt Open Field Fdtn Brmble Hill 593 South Pleasant St Amherst MA 01002 043313646 501(c)(3) 8000 0 Cash Food and Nutrition Oxfam America Inc 226 Causeway St Boston MA 02114 237069110 501(C)(3) 31000 0 Cash Human Services Partners Healthcare Sys 165 Cambridge St Boston MA 02114 041564655 501(C)(3) 12400 0 Cash General Health Pathfinder International 9 Galen St Watertown MA 02472 530235320 501(c)(3) 20000 0 Cash General Health Pine Hill Cemetery Assoc 140 Silver St Westfield MA 01085 530235321 501(c)(3) 10000 0 Cash Historical Pres PV Riverfront Club P O Box 60762 Longmeadow MA 01006 260251831 501(C)(3) 10000 0 Cash Historical Pres PV Symphony 91 Main St Greenfield MA 01301 046111759 501(c)(3) 7900 0 Cash Arts and Culture Planned Parenthd Lg of MA 1055 Commonwealth Ave Boston MA 02215 042698497 501(C)(3) 14600 0 Cash General Health Providence College 549 River Ave Providence RI 02918 050258932 501(c)(3) 5200 0 Cash Scholarships Quabbin Mediation 13 S Main St Orange MA 01364 043429086 501(c)(3) 13200 0 Cash Human Services Queens College Fdtn 65-30 Kissena Blvd Flushing NY 11367 116080521 501(C)(3) 10000 0 Cash College Univ Quinnipiac Univ 275 Mount Carmel Ave Hamden CT 06518 060646701 501(C)(3) 27000 0 Cash Education RAR MA Inc 9B Hamilton Pl Boston MA 02108 800297898 501(C)(3) 44000 0 Cash Education Reg Empl Bd Hmdn Cty 1145 Main St Springfield MA 01103 222489896 501(c)(3) 174000 0 Cash Education Regis College 235 Wellesley St Weston MA 02493 042104451 501(c)(3) 5500 0 Cash Scholarships Rensselaer Polytech Inst 110 Eight St Troy NY 12180 141340095 501(c)(3) 12500 0 Cash Scholarships River Valley Counseling Ctr 319 Beech St Holyoke MA 01040 042174657 501(C)(3) 11200 0 Cash Human Services Roca Inc 101 Park St Chelsea MA 02150 223223641 501(c)(3) 12500 0 Cash Human Services Rochester Inst of Tech 56 Lomb Memorial Dr Rochester NY 14623 160743140 501(c)(3) 7000 0 Cash Scholarships Rural Development Inc 44 Canal Rd Turners Falls MA 01376 223139262 501(c)(3) 12500 0 Cash Community Imprv Shriners Hospitals for Chldrn P O Box 31356 Tampa FL 33631 362193608 501(C)(3) 10808 0 Cash General Health Smith Voc and Ag HS 80 Locust St Northampton MA 01060 046001406 501(c)(3) 8500 0 Cash scholarships Snow Farm The NE Craft Prog 5 Clary Rd Williamsburg MA 01096 063547767 501(c)(3) 6200 0 Cash Arts and Culture Somali Bantu Com of Spfld 1145 Main St Springfield MA 01103 223968789 501(c)(3) 6000 0 Cash Community Imprv Somers Cong Church P O Box 599 Main St Somers CT 06071 131957221 501(c)(3) 25000 0 Cash Religious Church Sons and Daug of Hawley East Hawley Rd Hawley MA 01339 042738928 501(c)(3) 6000 0 Cash Historical Pres Spirit In Action 21 Wilbraham St Palmer MA 01069 383655028 501(c)(3) 50000 0 Cash Community Imprv Spfld Boys and Girls Club 481 Carew St Springfield MA 01104 041858620 501(C)(3) 8790 0 Cash Youth Developmnt Springfield College 263 Alden St Springfield MA 01109 042104329 501(C)(3) 45962 0 Cash Education Springfield College 263 Alden St Springfield MA 01109 042104329 501(c)(3) 25000 0 Cash Scholarships Spfld Lib and Mus 21 Edwards St Springfield MA 01103 046002239 501(C)(3) 32485 0 Cash Arts and Culture Springfield Library Fdtn 36 Court St Springfield MA 01103 201207636 501(C)(3) 15000 0 Cash Education Spfld Preservation Tr 74 Walnut St Springfield MA 01105 237309820 501(C)(3) 5400 0 Cash Educational Historic Spfld Rescue Mission 19 Bliss St Springfield MA 01102 521047790 501(C)(3) 16258 0 Cash Human Services Spfld School Vol 1550 Main St Springfield MA 01103 042643527 501(c)(3) 59950 0 Cash Education Spfld Symphony Orch 1350 Main St Springfield MA 01103 042210746 501(C)(3) 44260 0 Cash Arts and Culture STCC One Armory Square Springfield MA 01101 042444774 501(c)(3) 36625 0 Cash Scholarships St Elizabeth Ann Seton Ch 3 Elm St Northampton MA 01060 042202883 501(c)(3) 5275 0 Cash Religious Church St John's Lutheran Church 60 BRd St Westfield MA 01085 042381428 501(C)(3) 22383 0 Cash Religious Church St Michael's Church 128 Maple St E Long MA 01028 042202883 501(C)(3) 5500 0 Cash Religious Church St Peter and Paul Orth Ch 118 Carew St Springfield MA 01101 046000817 501(C)(3) 6000 0 Cash Religious Church St Stanislaus Basilica 566 Front St Chicopee MA 01013 042111408 501(c)(3) 10000 0 Cash Religious Church St Stanislaus School 534 Front St Chicopee MA 01013 042111408 501(c)(3) 20700 0 Cash Education Stanley Park of Westfield P O Box 1191 Westfield MA 01085 042131404 501 (c)3 12808 0 Cash Community Imprv Stonehill College 320 Washington St Easton MA 02357 042104229 501(c)(3) 7500 0 Cash Scholarships Suffolk Univ 41 Temple St Boston MA 02114 042133255 501(c)(3) 14000 0 Cash Scholarships Survival Centers Inc 138 Sunderland Rd N Amherst MA 01059 042698462 501(C)(3) 14000 0 Cash Human Services Sweet Briar College 134 Chapel Dr Sweet Briar VA 24595 540534105 501(C)(3) 6000 0 Cash Scholarships Assoc For Com Living 220 Brookdale Dr Springfield MA 01104 042210685 501(C)(3) 24950 0 Cash Human Services Episcopal Diocese of Wmass 37 Chestnut St Springfield MA 01103 042210686 501(C)(3) 13300 0 Cash Human Services The Food Bank of Wmass 97 North Hatfield Rd Hatfield MA 01038 042751023 501(C)(3) 54250 0 Cash Food and Nutrition The Literacy Project Inc 15 Bank Row Greenfield MA 01301 042907399 501(C)(3) 7438 0 Cash Education Salvation Army Grnfld 72 Chapman St Greenfield MA 01301 222406433 501(c)(3) 8000 0 Cash Human Services Salvation Army Holyoke 271 Appleton St Holyoke MA 01040 222406433 501(c)(3) 18250 0 Cash Community Imprv The Yellow House Inc 1479 North Main St Palmer MA 01069 453997999 501(C)(3) 83400 0 Cash Education Third Sector New England 89 South St Boston MA 02111 042261109 501(C)(3) 13250 0 Cash Human Services Tilton Fund Inc 75 North Main St S Deerfield MA 01373 046075146 501(c)(3) 15000 0 Cash Education Town of Agawam 36 Main St Agawam MA 01001 046001065 501(c)(3) 10808 0 Cash Education Town of Longmeadow 127 Grassy Gutter Rd Longmeadow MA 01106 046001204 501(c)(3) 12000 0 Cash Community Imprv Trickle Up Program Inc 104 West 27th St New York NY 10001 061043042 501(C)(3) 7500 0 Cash Human Services Trustees of Forbes Library 20 West St Northampton MA 01060 046004208 501(C)(3) 7450 0 Cash Education Trustees of Mt Holyoke Col 50 College St S Hadley MA 01075 042103578 501(C)(3) 19958 0 Cash Education Trustees of Reservations 572 Essex St Beverly MA 01915 042105780 501(C)(3) 14650 0 Cash Community Imprv Trustees of the Smith Col College Hall Northampton MA 01063 041843040 501(c)(3) 18500 0 Cash Scholarships Tufts Univ 106 Packard Hall Medford MA 02155 042103634 501(c)(3) 24000 0 Cash Scholarships uAspire 31 St James Ave Boston MA 02116 461314848 501(c)(3) 8000 0 Cash Education United ARC of Frkln and Hmpshr 294 Ave A Turners Falls MA 01376 042267562 501(c)(3) 25000 0 Cash Human Services UW of Franklin Cty 51 Davis St Greenfield MA 01301 042212894 501(c)(3) 52800 0 Cash Education UW of Martin Cty P O Box 362 Stuart FL 34955 237273540 501(C)(3) 10000 0 Cash Human Services Univ of Connecticut 233 Glennbrook Rd Storrs CT 06269 060772160 501(c)(3) 58000 0 Cash Scholarships Univ of Hartford 200 Bloomfield Ave W Hartford CT 06117 060731360 501(c)(3) 13500 0 Cash Scholarships Univ of MA Fdtn 225 Franklin St Boston MA 02110 046013152 501(C)(3) 8500 0 Cash General Health Univ of MA Amherst 255 Admin Bldg Amherst MA 01003 043167352 501(c)(3) 221900 0 Cash Scholarships Univ of MA Dartmouth 285 Old Westport Rd N Dartmouth MA 02747 043167352 501(c)(3) 18400 0 Cash Scholarships Univ of NH 11 Garrison Ave Durnham NH 03821 046000937 501(c)(3) 5700 0 Cash Scholarships Univ of Rhode Island 35 Campus Ave Kingston RI 02881 056000522 501(c)(3) 5500 0 Cash Scholarships Univ System of NH 299 Main St Keene NH 03435 026000937 501(c)(3) 6500 0 Cash Scholarships Urban League of Spfld 1 Federal St Springfield MA 01105 042133248 501(c)(3) 7775 0 Cash Human Services UU Society of Amherst 121 North Pleasant St Amherst MA 01004 042103733 501(C)(3) 7260 0 Cash Religious Church Warren J Plaut Char Tr 640 Page Boulevard Springfield MA 01104 046609717 501(C)(3) 12100 0 Cash Civil Rights Wentworth Inst of Tech 550 Huntington Ave Boston MA 02115 041958460 501(c)(3) 11500 0 Cash Scholarships W Cummington Cong Ch 27 West Main St Cummington MA 01026 900141066 501(c)(3) 12500 0 Cash Religious Church WMass Bird Dog Club 100 Hartwell St W Boylston MA 01583 042104278 501(C)(3) 10000 0 Cash Community Imprv WMass Boy Scts of Amer 1 Arch Rd Westfield MA 01085 042104279 501(C)(3) 16525 0 Cash Youth Developmnt Western New Eng Univ 1215 Wilbraham Rd Springfield MA 01119 042108376 501(C)(3) 131185 0 Cash Scholarships Westfield Athenaeum 6 Elm St Westfield MA 01085 046004372 501(C)(3) 17100 0 Cash Education Westfield State Univ 577 Western Ave Westfield MA 01085 043062617 501(c)(3) 108600 0 Cash Scholarships WGBH Educational Fdtn 44 Hampden St Springfield MA 01103 042104397 501(C)(3) 106490 0 Cash Education Wheelock College 200 The Riverway Boston MA 02215 042103639 501(c)(3) 5200 0 Cash Scholarships Wilbraham and Monson Academy 423 Main St Wilbraham MA 01095 042105838 501(C)(3) 510000 0 Cash Education WillPower Foundation Inc P O Box 1244 Northampton MA 01060 263076136 501(C)(3) 7000 0 Cash Human Services Womanshelter Companeras P O Box 1099 Holyoke MA 01041 042716766 501(C)(3) 6700 0 Cash Human Services Women's Fund of Wmass 116 Pleasant St Easthampton MA 01027 043342411 501(C)(3) 20700 0 Cash Human Services Worcester Polytechnic Inst 100 Institute Rd Worcester MA 01609 042121659 501(c)(3) 28000 0 Cash Scholarships Worcester State College 486 Chandler St Worcester MA 01609 042760551 501(c)(3) 12000 0 Cash Scholarships YMCA of Greater Spfld 275 Chestnut St Springfield MA 01104 041859893 501(C)(3) 23585 0 Cash Youth Developmnt YMCA of Greater Wstfld 67 Court St Westfield MA 01085 042126585 501(c)(3) 12000 0 Cash Youth Developmnt YMCA Greenfield 451 Main St Greenfield MA 01301 042149363 501(c)(3) 40000 0 Cash Youth Developmnt Youth Action Coalition 256 North Pleasant St Amherst MA 01004 043070456 501(c)(3) 9000 0 Cash aWARE Arts Collective 227 1 Schedule I, Part I, Line 2 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. X 0 0 0 0 0 0 0 0 0 Katharine Allan Zobel President 150090 0 0 0 14021 0 0 0 1673 0 165784 0 0 0 Kristin Leutz Vice President for Philanthropic Services 117972 0 0 0 11248 0 0 0 2084 0 131304 0 0 Donna Roseman David Chief Financial & Chief Administrative Officer 114558 0 0 0 7697 0 0 0 14469 0 136724 0 0 0 Schedule J, Part I, Line 3 The Foundation Trustees are responsible for determining the President's salary. X 35 2873282 Quotes 0 0 1 0 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 Community Foundation of Western Mass LLC 1500 Main Street Suite 2300 Springfield MA 01115 Vehicle to hold real estate DE 0 0 N/A