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COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS (EIN 22-3089640)
Tax period
2011-04-01 to 2012-03-31
Filed
2013-02-14
IRS object ID
201310459349301906
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-02-14T14:44:56-07:00Timestamp
Tax Period End Date2012-03-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-04-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN223089640EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTSBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCOMMNameControl
Phone4137322858Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 Main St Suite 2300AddressLine1
CitySpringfieldCity
StateMAState
ZIP Code01115ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDonna Roseman DavidName
TitleCFO/CAOTitle
Phone4137322858Phone
Date Signed2013-02-11DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDonna Roseman DavidNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11500 Main Street Suite 2300AddressLine1
CitySpringfieldCity
StateMAState
ZIP Code01115ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10204380GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.communityfoundation.orgWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1991YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionCommunity 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees18TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year4961007ContributionsGrantsPriorYear
Contributions Grants Current Year8142822ContributionsGrantsCurrentYear
Program Service Revenue Prior Year297060ProgramServiceRevenuePriorYear
Program Service Revenue CY276424ProgramServiceRevenueCY
Investment Income Prior Year1552887InvestmentIncomePriorYear
Investment Income Current Year1907108InvestmentIncomeCurrentYear
Other Revenue Prior Year-378845OtherRevenuePriorYear
Other Revenue Current Year-121974OtherRevenueCurrentYear
Total Revenue Prior Year6432109TotalRevenuePriorYear
Total Revenue Current Year10204380TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year7847328GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY6911001GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year962061SalariesEtcPriorYear
Salaries Etc Current Year949010SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year345457TotalFundrsngExpCurrentYear
Other Expense Prior Year514275OtherExpensePriorYear
Other Expenses Current Year676971OtherExpensesCurrentYear
Total Expenses Prior Year9323664TotalExpensesPriorYear
Total Expenses Current Year8536982TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2891555RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1667398RevenuesLessExpensesCY
Total Assets BOY94683487TotalAssetsBOY
Total Assets EOY98010892TotalAssetsEOY
Total Liabilities BOY8265775TotalLiabilitiesBOY
Total Liabilities EOY8270555TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY86417712NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY89740337NetAssetsOrFundBalancesEOY
Mission DescriptionCommunity 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 chairtable funds.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense5868241Expense
Grants5323463Grants
Revenue276424Revenue
DescriptionGrants Program_Competetive grant program and designated grant 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1919817Expense
Grants1587538Grants
Revenue0Revenue
DescriptionCommunity 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.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp0TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev0TotalOfOtherProgramServiceRev
Total Program Service Expense7788058TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109620NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees18NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed1Form8899Filed
Form1098 C Filed1Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonDonna Roseman DavidNamePerson
Telephone Number4137322858TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11500 Main St Suite 2300AddressLine1
CitySpringfieldCity
StateMAState
ZIP Code01115ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Stephen A Davis
Foundation Trustee1X000
Irene Rodriguez Martin
Foundation Trustee1X000
Peter Daboul
Foundation Trustee5X000
Michael Fritz
Foundation Trustee1X000
Sonia M Nieto
Foundation Trustee1X000
Mary Ellen Scott
Foundation Trustee1X000
Richard B Steele Jr
Foundation Trustee1X000
Willie Hill
Foundation Trustee1X000
Robert Pura
Foundation Trustee1X000
Amy Jamrog
Foundation Trustee1X000
Dana R Barrows
Foundation Trustee1X000
Ralph Tate
Foundation Trustee1X000
Sanford Belden
Foundation Trustee1X000
Dianne Fuller Doherty
Foundation Trustee1X000
Sue LoBello
Foundation Trustee1X000
Steven Mitus
Foundation Trustee1X000
Jay Primack
Foundation Trustee1X000
Ron Ancrum
President4015023500XX
FieldValueIRS element (for citing)
Total Reportable Comp From Org150235TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Bank of AmericaBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11 Monarch PlaceAddressLine1
CitySpringfieldCity
StateMAState
ZIP Code01115ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesInvestment ManagementDescriptionOfServices
Compensation139173Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events0FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants0GovernmentGrants
All Other Contributions8142822AllOtherContributions
Noncash Contributions0NoncashContributions
Total Contributions8142822TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionAdministration RevenueDescription
Business Code561000BusinessCode
Total Revenue Column276424TotalRevenueColumn
Related Or Exempt Function Income276424RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue276424TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1907108TotalRevenueColumn
Related Or Exempt Function Income1907108RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities0Securities
Other0Other
FieldValueIRS element (for citing)
Cntrbtns Rprtd Fundraising Events0CntrbtnsRprtdFundraisingEvents

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionChange in split interest agreementsDescription
Business Code900099BusinessCode
Total Revenue Column-121974TotalRevenueColumn
Related Or Exempt Function Income-121974RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue-121974TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10204380TotalRevenueColumn
Related Or Exempt Function Income2061558RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total6911001Total
Program Services6911001ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total150235Total
Program Services93146ProgramServices
Management And General21033ManagementAndGeneral
Fundraising36056Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total599720Total
Program Services371826ProgramServices
Management And General83961ManagementAndGeneral
Fundraising143933Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total58316Total
Program Services36156ProgramServices
Management And General8164ManagementAndGeneral
Fundraising13996Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total78421Total
Program Services48621ProgramServices
Management And General10979ManagementAndGeneral
Fundraising18821Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total62318Total
Program Services38637ProgramServices
Management And General8725ManagementAndGeneral
Fundraising14956Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total27334Total
Program Services16947ProgramServices
Management And General3827ManagementAndGeneral
Fundraising6560Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total92595Total
Program Services57409ProgramServices
Management And General12963ManagementAndGeneral
Fundraising22223Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total
Fundraising0Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total196591Total
Program Services12400ProgramServices
Management And General179391ManagementAndGeneral
Fundraising4800Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1308Total
Program Services811ProgramServices
Management And General183ManagementAndGeneral
Fundraising314Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total4426Total
Program Services2744ProgramServices
Management And General620ManagementAndGeneral
Fundraising1062Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total64458Total
Program Services39964ProgramServices
Management And General9024ManagementAndGeneral
Fundraising15470Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total45455Total
Program Services28182ProgramServices
Management And General6364ManagementAndGeneral
Fundraising10909Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total96609Total
Program Services42508ProgramServices
Management And General32847ManagementAndGeneral
Fundraising21254Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total11221Total
Program Services6957ProgramServices
Management And General1571ManagementAndGeneral
Fundraising2693Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total92413Total
Program Services57298ProgramServices
Management And General12936ManagementAndGeneral
Fundraising22179Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total12158Total
Program Services5349ProgramServices
Management And General4134ManagementAndGeneral
Fundraising2675Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total11040Total
Program Services4857ProgramServices
Management And General3754ManagementAndGeneral
Fundraising2429Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionPublicationsDescription
Total21363Total
Program Services13245ProgramServices
Management And General2991ManagementAndGeneral
Fundraising5127Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total8536982Total
Program Services7788058ProgramServices
Management And General403467ManagementAndGeneral
Fundraising345457Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY551903BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1557070BOY
EOY3257820EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY245473BOY
EOY144630EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY3266847BOY
EOY3509022EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY29453BOY
EOY29275EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis144618LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec133272LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY15222BOY
EOY11346EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY67369211BOY
EOY67803881EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY21648308BOY
EOY23254918EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY94683487BOY
EOY98010892EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY28631BOY
EOY71333EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY8237144BOY
EOY8199222EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY8265775BOY
EOY8270555EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY25946772BOY
EOY28847007EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY55780011BOY
EOY56202369EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4690929BOY
EOY4690961EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY86417712BOY
EOY89740337EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY94683487BOY
EOY98010892EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1667398ReconcilationRevenueExpenses
Reconcilation Other Changes1655227ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community Trust170b1 AviXCommunityTrust170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8923706CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7449442CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8210442CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6478013CurrentTaxYearMinus1Year
Current Tax Year4961007CurrentTaxYear
Total36022610Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8923706CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7449442CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8210442CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6478013CurrentTaxYearMinus1Year
Current Tax Year4961007CurrentTaxYear
Total36022610Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total5982169AmountsSubstContributorsTotal
Public Support Total17030040441PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3288281CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2929506CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1829131CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1468016CurrentTaxYearMinus1Year
Current Tax Year1552887CurrentTaxYear
Total11067821Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total
FieldValueIRS element (for citing)
Total Support47090431TotalSupport
Gross Receipts From Admissions Etc0GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.63793PublicSupportPertcentage170
Public Support Pertcent Prior Year0.65083PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held257NumberDAFsHeld
Number Funds Held279NumberFundsHeld
Donor Advised Contributions5879597DonorAdvisedContributions
Contrib To Funds And Other Accounts4668576ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds4668576GrantsPaidFromDonorFunds
Grants Funds And Other Accounts2242425GrantsFundsAndOtherAccounts
Aggregate DAF Value25964308AggregateDAFValue
Aggregate Fund Value68920571AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance61196679BeginningOfYearBalance
Contributions1542206Contributions
Investment Earnings Or Losses799091InvestmentEarningsOrLosses
Grants Or Scholarships2419918GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses727647AdministrativeExpenses
End Of Year Balance60390411EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance57891223BeginningOfYearBalance
Contributions865847Contributions
Investment Earnings Or Losses5941655InvestmentEarningsOrLosses
Grants Or Scholarships2727138GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses774908AdministrativeExpenses
End Of Year Balance61196679EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance43674099BeginningOfYearBalance
Contributions2457947Contributions
Investment Earnings Or Losses14899229InvestmentEarningsOrLosses
Grants Or Scholarships2400677GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses739375AdministrativeExpenses
End Of Year Balance57891223EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance60086713BeginningOfYearBalance
Contributions3582298Contributions
Investment Earnings Or Losses-16955268InvestmentEarningsOrLosses
Grants Or Scholarships2329605GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses710039AdministrativeExpenses
End Of Year Balance43674099EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.3BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.4PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.3TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Book Value0BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value0BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis144618OtherCostOrOtherBasis
Depreciation133272Depreciation
Book Value11346BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings11346TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value13877267BookValue
Method Of ValuationFMethodOfValuation

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value9377651BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities23254918TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Agency Funds$5,583,268
Liability Under Unitrust Agreements$2,615,954
FieldValueIRS element (for citing)
Total Of Amounts8199222TotalOfAmounts
Total Revenue10204380TotalRevenue
Total Expenses8536982TotalExpenses
Excess Or Deficit For Year1667398ExcessOrDeficitForYear
Net Unrealized GL On Investments1655227NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other$0OtherAmount
Total Adjustments1655227TotalAdjustments
Excess Or Deficit Per FS3322625ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt11859607TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1655227NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues0OtherRevenues
Revenue Not Rptd F9901655227RevenueNotRptdF990
Revenue Subtotal10204380RevenueSubtotal
Investment Expenses Not Included0InvestmentExpensesNotIncluded
Other Revenues Not Included0OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99010204380TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt8536982TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included0OtherExpensesIncluded
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal8536982ExpensesSubtotal
Investment Expenses Not Included20InvestmentExpensesNotIncluded2
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9908536982TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierSchD_P05_S00_L04Identifier
Return ReferenceSchedule D, Part V, Line 4ReturnReference
ExplanationEndowments 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.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (256 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrant
1540 Connection
53 Otis StWestboroughMA01581262874008501c315000cashGeneral Health
Arcadia Players
PO Box 387NorthamptonMA01061043074722501c35100cashHuman Services
Action Against Hunger USA
247 West 37th StNew YorkNY10018133327008501c310000cashFood and Nutrition
Alzheimers Association
225 N Michigan AveChicagoIL60601363464008501c37000cashGeneral Health
Alzheimers Dis Assoc MA NH
480 Pleasant StWatertownMA02472042731194501c310000cashGeneral Health
America Walks Inc
PO Box 10581PortlandOR97296043401323501c315000cashCommunity Imprv
American Cancer Society Inc
PO Box 720366Oklahoma CityOK73162131788008501c310593cashGeneral Health
American International College
1000 State StSpringfieldMA01109042103701501c378475cashScholarships
Amer Red Cross Pioneer Valley
506 Cottage StSpringfieldMA01104530197008501c321450cashHuman Services
Amherst Cinema Arts Center Inc
28 Amity StAmherstMA01002043456950501c335900cashArts and Culture
Artspace Com Arts Center
15 Mill StGreenfieldMA01302237354008501c37100cashArts and Culture
Atheneum Soc of Wilb Inc
450 Main StWilbrahamMA01095237349008501c37349cashArts and Culture
Babson College
231 Forest StBabson ParkMA02457042103544501c318000cashScholarships
Bay Path College
588 Longmeadow StLongmeadowMA01106042103865501c325000cashCollege Univ
Bay Path College
588 Longmeadow StLongmeadowMA01106042103865501c342661cashScholarships
Baystate Health Found Inc
280 Chestnut St 6th FlSpringfieldMA01199043549011501c3279814cashGeneral Health
Bay State Reading Institute
114 Jennings RdHollistonMA01746320161930501c310100cashEducation
Becker College
61 Sever StWorcesterMA01609042108346501c36000cashScholarships
Behavioral Health Network Inc
417 Liberty StSpringfieldMA01104042103756501c36500cashHuman Services
Bennington College Corp
One College DrBenningtonVT05201030179414501c314500cashCollege Univ
Bentley University
175 Forest StWalthamMA02452041081650501c318000cashScholarships
Berkshire Children and Fam Inc
480 West StPittsfieldMA01201042226238501c3175674cashHuman Services
Big BrsBig Sis Assoc of Frkln Cty
16 Court Square 3rd FlGreenfieldMA01302042491950501c36000cashHuman Services
Boston College
140 Commonwealth AveChestnut HillMA02467042103545501c313000cashScholarships
Boston University
881 Commonwealth AveBostonMA02215042103547501c326700cashScholarships
Boys and Girls Club Family Center Inc
100 Acorn StSpringfieldMA01109042105940501c38706cashYouth Developmnt
Boys and Girls Club of Grtr Holyoke
70 Nick Cosmos WayHolyokeMA01041042103792501c316203cashYouth Developmnt
Boys and Girls Club of Grtr Westfield
28 West Silver StWestfieldMA01086042464259501c341123cashYouth Developmnt
Bridgewater State College
Tillinghast HallBridgewaterMA02325043010428501c37500cashScholarships
Brightside Inc
PO Box 9012SpringfieldMA01102042182395501c339962cashHuman Services
Brown University
PO Box 1877ProvidenceRI02912050258809501c35250cashCollege Univ
Bryant University
1150 Douglas PikeSmithfieldRI02917050258810501c321000cashScholarships
Bur for Exceptional Children Inc
PO Box 1039HolyokeMA01041237228632501c37462cashHuman Services
Cancer Connection Inc
41 Locust StNorthamptonMA01060043493483501c318550cashHuman Services
Roman Cath Diocese of Spfld
65 Elliot StSpringfieldMA01002861122008501c320000cashHuman Services
Ctr for Human Development Inc
332 Birnie AveSpringfieldMA01107042503926501c321500cashHuman Services
Center for New Americans
42 Gothic StNorthamptonMA01060043224215501c311851cashHuman Services
Central CT State University
1615 Stanley StNew BritainCT06050061303381501c316000cashScholarships
Church of God in Christ Fam Ser
35 Alden StSpringfieldMA01109237002419501c310000cashHuman Services
Clinical and Support Options Inc
8 Atwood DrNorthamptonMA01060042206041501c320000cashHuman Services
College of Our Lady of the Elms
291 Springfield StChicopeeMA01013042225850501c366700cashScholarships
College of Our Lady of the Elms
291 Springfield StChicopeeMA01013042225850501c315000cashCollege Univ
Com Action of Frkln Hampshire
393 Main StGreenfieldMA01301042384972501c375614cashHuman Services
Com Adolescent Res and Ed Ctr
247 Cabot StHolyokeMA01040042962882501c387660cashHuman Services
Com Economic Dev Assist Corp
One Center PlazaBostonMA02465042962882501c310000cashHuman Services
Community Education Project Inc
317 Main StHolyokeMA01040043458723501c39000cashHuman Services
Com Health Ctr of Franklin Cty
338 Montague City RdTurners FallsMA01376043312968501c315000cashHuman Services
Com Involved in Sustaining Ag
One Sugarloaf StS DeerfieldMA01373043416862501c319750cashCommunity Imprv
Com Music School of Springfield
127 State StSpringfieldMA01103222501008501c352625cashEducation
Com United Way of Pioneer Valley
1441 Main StSpringfieldMA01103042152680501c325853cashHuman Services
Community YMCA of Greenfield
451 Main StGreenfieldMA01301042149363501c335600cashHuman Services
Congregational Church of Holland
11 Sturbridge RdHollandMA01521043069643501c36582cashReligious Church
CT River Watershed Council
15 Bank RowGreenfieldMA01301042148397501c313400cashEnvironmental
Cooley Dickinson Hosp Health Care
30 Locust StNorthamptonMA01060042103561501c332759cashGeneral Health
Cooperative Dev Institute
PO Box 422Shelburne FallsMA01370043241596501c313000cashCommunity Imprv
Cooperative Fund of N England
PO Box 3413AmherstMA01004030264092501c310100cashCommunity Imprv
Cornell University
PO Box 223623PittsburghPA15251150532008501c310750cashCollege Univ
Cutchins Prog for Children and Fam
78 Pomeroy TerraceNorthamptonMA01060042604427501c311200cashHuman Services
Dakin Pioneer Valley Humane Soc
PO Box 6307SpringfieldMA01101205319008501c329634cashAnimal Related
Dana Farber Cancer Institute Inc
10 Brookline Place West 6th FlBrooklineMA02445042263040501c312400cashGeneral Health
DevelopSpringfield Corporation
1182 Main StSpringfieldMA01103263863008501c311000cashHuman Services
Digital Divide Data
115 West 30th St Ste 400New YorkNY10001201148008501c311000cashEducation
Doctors Without Borders USA Inc
333 Seventh Ave 2nd FlNew YorkNY10001133433008501c314300cashGeneral Health
Drama Studio Inc
PO Box 80892SpringfieldMA01138222823008501c311450cashArts and Culture
Eagle Hill Foundation of MA
242 Old Petersham RdHardwickMA01037042761985501c310000cashPrivate School
Early Childhood Ctrs of Grtr Spfld
15 Catharine StSpringfieldMA01109042545187501c38021cashEducation
Earthdance Creative Living Proj Inc
252 Prospect StPlainfieldMA01070222996008501c313300cashHuman Services
E Longmeadow Scholarships Found
P O Box 66E LongMA01028042592638501c322300cashEducation
Emerson College
120 Boylston StBostonMA02116041286950501c37500cashScholarships
Enchanted Circle Inc
4 Open Square Way Studio 206HolyokeMA01040042685213501c35650cashArts and Culture
Fairfield University
P O Box 762FairfieldCT06430060646623501c310500cashScholarships
Feeding Hills Cong Church
21 N Westfield StFeeding HillsMA01030042311639501c310596cashReligious Church
First Church of Christ in Long
763 Longmeadow StLongmeadowMA01106042104075501c35438cashReligious Church
First Church of Monson
5 High StMonsonMA01057046054104501c320000cashHuman Services
First Cong Church of Brimfield
20 Main StBrimfieldMA01010131957221501c320000cashHuman Services
First Cong Church of S Hadley
One Church StS HadleyMA01075042115501501c310700cashReligious Church
Fitchburg State College
160 Pearl StFitchburgMA01420046002284501c311600cashScholarships
FOCUS Alt Learning Ctr Inc
126 Dowd AveCantonCT06019311725008501c310000cashEducation
Fourth Presbyterian Church
5500 River RdBethesdaMD20816530197008501c38500cashReligious Church
Fractured Atlas Productions Inc
248 West 35th St 10th FlNew YorkNY10001113452008501c37000cashArts and Culture
Framingham State College
100 State StFraminghamMA01701046002284501c35100cashScholarships
Franciscan Mountain Retreat Inc
PO Box 100W ClarksvilleNY14806222439008501c35200cashReligious Church
Franklin Area Survival Ctr Inc
96 Fourth StTurners FallsMA01376042776526501c38000cashHuman Services
Franklin County Com Dev
324 Wells StGreenfieldMA01301042678309501c37000cashHuman Services
Franklin CountyMeals Prog
PO Box 172GreenfieldMA01301223027098501c35500cashHuman Services
Franklin County DIAL SELF Inc
21 Abbott StGreenfieldMA01302042619617501c311000cashHuman Services
Franklin Cty Home Care Corp
330 Montague City RdTurners FallsMA01376042542539501c322500cashHuman Services
Franklin Land Trust Inc
679A Mohawk TrailShelburne FallsMA01370222744008501c311500cashEnvironmental
Franklin Pierce University
40 University DrRindgeNH03461020263136501c320000cashCollege Univ
Frds of Grandmothers Garden Inc
PO Box 1432WestfieldMA01086043267287501c339809cashEnvironmental
Frds of the Holyoke Coun on Aging
310 Appleton StHolyokeMA01040010910861501c310800cashBuilding Fund
Friends of the Homeless Inc
755 Worthington StSpringfieldMA01105222787008501c3100700cashHousing
George Washington Univ
2121 Eye St NWWashingtonDC20052530197008501c35500cashScholarships
Girls Incorporated of Holyoke
6 Open Square WayHolyokeMA01041042748244501c319450cashYouth Developmnt
Grace Episcopal Church
14 Boltwood AveAmherstMA01002042104256501c36050cashReligious Church
Greater Spfld Senior Services
66 Industry AveSpringfieldMA01104042510895501c311889cashHuman Services
Greenfield Community College
One College DrGreenfieldMA01301237090085501c39700cashScholarships
Greenfield Com College Found
270 Main StGreenfieldMA01302042449856501c394900cashEducation
Hampshire Com United Way
71 King StNorthamptonMA01061042104792501c312649cashHuman Services
Hampshire Edl Collaborative
97 Hawley StNorthamptonMA01061042562893501c36600cashEducation
HAP Inc
322 Main StSpringfieldMA01105042518368501c320000cashHousing
Heath Agricultural Society Inc
21 Number9 RdHeathMA01346042607187501c311375cashEnvironment
Hitchcock Free Academy
2 Brookfield RdBrimfieldMA01010042277210501c314900cashEducation
Holy Name Church
323 Dickinson StSpringfieldMA01108042121346501c36134cashEducation
Holyoke Catholic High School
134 Springfield StChicopeeMA01013042315532501c330846cashEducation
Holyoke Com College
303 Homestead AveHolyokeMA01040042719849501c373050cashScholarships
Holyoke Com College Found
303 Homestead AveHolyokeMA01040237182008501c318250cashCollege Univ
Holyoke Public Library Corp
335 Maple StHolyokeMA01040046002895501c311500cashArts and Culture
Homework House Inc
54 N Summer StHolyokeMA01041562667008501c38250cashEducation
Hospice of Franklin County Inc
329 Conway St Ste 2GreenfieldMA01301201612008501c310000cashGeneral Health
Human Rights Defense Center
PO Box 2420W BrattleboroVT05303943143008501c310000cashHuman Services
Intl Center for Journalists
1616 H St NW Third FlWashingtonDC20006112725008501c310000cashHuman Services
Intl Rescue Committee Inc
122 East 42nd StWashingtonDC20009135661008501c310700cashHuman Services
Jewish Federation of Wmass
1160 Dickinson StSpringfieldMA01108042127023501c316918cashHuman Services
Jewish Guild for the Blind
15 West 65th StNew YorkNY10023131624008501c3150000cashGeneral Health
Johnson Memorial Hospital
201 Chestnut Hill RdStafford SpringsCT06076060646696501c3160000cashGeneral Health
Karuna Ctrr for Peacebuilding Inc
447 West StAmherstMA01002043437359501c320104cashCommunity Imprv
Kestrel Land Trust
PO Box 1016AmherstMA01004046243236501c329250cashEnvironmental
L John Schinelli Renal Assist Fund
999 River RdAgawamMA01001200995008501c310000cashGeneral Health
Le Moyne College
1419 Salt Springs RdSyracuseNY13214150546008501c36000cashScholarships
Lorraines Soup Kitchen and Pantry Inc
170 Pendexter AveChicopeeMA01013042616751501c313000cashHuman Services
Lutheran Social Ser of N England
1214 East Worcester StWorcesterMA01604042496563501c36000cashHuman Services
Maine Maritime Museum
243 Washington StBathME04530010271477501c310000cashEducation
Maine Public Broadcasting Corp
1450 Lisbon StLewistonME04240223172008501c310035cashEducation
Mass Mentoring Partnership Inc
105 Chauncy StBostonMA02111223208008501c37500cashEducation
MasssAdoption Resource Exchange
45 Franklin StBostonMA02110042227431501c38000cashHuman Services
Mass Audubon Society Inc
208 South Great RdLincolnMA01773042104702501c326046cashEnvironmental
Mass College of Liberal Arts
357 Church StN AdamsMA02147042660810501c313000cashScholarships
Masss College of Pharmacy
179 Longwood AveBostonMA02115042104700501c38000cashScholarships
Mass Institute of Technology
77 Massachusetts AveCambridgeMA02139042103594501c36000cashScholarships
Mass Workforce Alliance Inc
14 Beacon StBostonMA02108040089926501c37500cashHuman Services
M Smith End for Excellence in Ed
1 Silverwood TerraceS HadleyMA01075043558819501c315200cashEducation
Monson Home for Aged People Inc
106 Main StMonsonMA01057042127024501c320000cashHuman Services
Montague Catholic Soc Ministries
4143 Third StTurners FallsMA01376043274078501c39000cashHuman Services
MotherWoman Inc
96 N Pleasant StAmherstMA01004141867008501c38000cashHuman Services
Mt Grace Land Conservation Tr
1461 Old Keene RdAtholMA01331042938967501c38600cashEnvironmental
Mount Holyoke College
50 College StS HadleyMA01075042103578501c310500cashScholarships
Mt Toby Monthly Mtg of Friends
475 New Salem RdWendellMA01379510193008501c37000cashReligious Church
MultiService Eating Disorders Assoc
92 Pearl StNewtonMA02458043224394501c311000cashMEDA Workshops in western
Natl Conf for Com and Justice CT WMA
820A Prospect Hill RdWindsorCT06095141938008501c331000cashCommunity Imprv
National Guild for Com Arts Ed
520 8th Ave Ste 302New YorkNY10018136161008501c329500cashArts and Culture
National Priorities Project
243 King St Ste 109NorthamptonMA01060043070112501c310150cashCommunity Imprv
Natl Soc for the Gifted Talented
9 West Broad StStamfordCT06902161689008501c35128cashEducation
N England Public Radio Found
131 County CircleAmherstMA01003046130523501c351139cashArts and Culture
New England School of Law
154 Stuart StBostonMA02116042152671501c38000cashScholarships
New Hope Com Health Clinic Inc
915 Plumtree RdSpringfieldMA01119202865008501c39000cashGeneral Health
New Pond Farm Ed Ctr Inc
101 Marchant RdW ReddingCT06896611108007501c310000cashEducation
New York University
25 West 4th StNew YorkNY10012135562008501c37500cashScholarships
Nichols College of Business
Center Rd P O Box 5000DudleyMA01571042104778501c353000cashCollege Univ
Noble Health Systems Inc
115 West Silver StWestfieldMA01086042131755501c325437cashGeneral Health
Northampton Arts Council Inc
240 Main StNorthamptonMA01060050523540501c36400cashArts and Culture
Northampton Com Music Ctr Inc
139 South StNorthamptonMA01060043428393501c317150cashArts and Culture
Northampton Ed Found Inc
PO Box 44NorthamptonMA01061043157289501c316354cashEducation
Northampton Survival Ctr Inc
265 Prospect StNorthamptonMA01060042774166501c323300cashFood and Nutrition
Northeastern University
360 Huntington AveBostonMA02115041679980501c327500cashScholarships
Northfield Mt Hermon School
One Lamplighter WayMT HermonMA01354042109865501c37500cashEducation
Nueva Esperanza Inc
401 Main StHolyokeMA01040042774010501c38000cashEducation
Old Deerfield Prod Inc
7 Memorial StDeerfieldMA01342261773008501c35100cashArts and Culture
Open Fld Found Bramble Hill Farm
593 South Pleasant StAmherstMA01002043313646501c313000cashFertile Ground School Food
OxfamAmerica Inc
226 Causeway StBostonMA02114237069008501c324100cashHuman Services
Paris Press Inc
PO Box 487AshfieldMA01330043302441501c334000cashArts and Culture
Pathfinder International
9 Galen St Ste 217WatertownMA02472530235008501c325000cashGeneral Health
Peace Development Fund Inc
44 N Prospect StAmherstMA01004042738794501c315100cashCommunity Imprv
Pioneer Valley Assembly of God
63 Old Chester RdHuntingtonMA01050440577787501c310000cashHuman Services
Pioneer Valley Reg Ventures Ctr
60 Congress StSpringfieldMA01104043560951501c36000cashHuman Services
Planned Parenthood Fed of Amer
434 West 33rd StNew YorkNY10001131644008501c39800cashEducation
Planned Parenthood League of MA
1055 Commonwealth AveBostonMA02115042698497501c311500cashGeneral Health
Quabbin Mediation Inc
13 South Main StOrangeMA01364043429086501c38000cashHuman Services
Reader to Reader Inc
38 Woodside AveAmherstMA01002030496901501c342100cashEducation
Rebuilding Together Spfld Inc
1145 Main St Ste 111SpringfieldMA01103043172737501c310000cashCommunity Imprv
Reg Employ Bd of Hampden Cty
1441 Main StSpringfieldMA01103222489896501c315433cashCommunity Imprv
Rensselaer Polytechnic Institute
110 Eight StTroyNY12180141340095501c314000cashScholarships
River Valley Counseling Ctr Inc
319 Beech StHolyokeMA01040042174657501c320000cashGeneral Health
Roman Catholic Diocese of Spfld
65 Elliot StSpringfieldMA01101043437398501c363900cashHuman Services
Russian Com Assoc of MA
1845 Commonwealth AveBostonMA02135043102943501c327500cashHuman Services
Safe Passage Inc
43 Center StNorthamptonMA01060042690131501c312100cashHuman Services
Saint Joseph College
1678 Asylum AveW HartfordCT06117060646829501c36000cashScholarships
Saint Joseph College Corp
1678 Asylum AveW HartfordCT06118060646829501c37500cashCollege Univ
Salem State College
352 Lafayette StSalemMA01970042325342501c37500cashScholarships
Shea Com Theater Inc
71 Ave ATurners FallsMA01376042998644501c35700cashArts and Culture
Shriners Hosp for Children
PO Box 31356TampaFL33631362194008501c310596cashGeneral Health
Simmons College
300 The FenwayBostonMA02115042103629501c37000cashScholarships
Srs of Providence Health Sys
271 Carew StSpringfieldMA01102043398374501c39700cashHuman Services
Smith Voc and Ag High School
80 Locust StNorthamptonMA01060046001406501c38000cashScholarshipss
Sons and Daughters of Hawley
PO Box 206HawleyMA01339042738928501c36000cashCommunity Imprv
South End Com Center Inc
PO Box 30192SpringfieldMA01103042103854501c38000cashHuman Services
S Hadley Historical Society Inc
PO Box 387S HadleyMA01075522084008501c35453cashHuman Services
S Middlesex Opportunity Council
300 Howard StFraminghamMA01702042389659501c310000cashHuman Services
Southeast Asia Devt Prog Inc
36 Pondview DrAmherstMA01002043237647501c36100cashHuman Services
Springfield College
263 Alden StSpringfieldMA01109042104329501c321000cashScholarships
Spfld Day Nursery Corp
1 Federal St Bldg 101SpringfieldMA01105042103855501c356625cashMarch 2011 Distribution
Spfld Lib and Museums Assoc
21 Edwards StSpringfieldMA01103046002239501c334413cashArts and Culture
Spfld Rescue Mission Inc
PO Box 9045SpringfieldMA01102521048008501c341096cashHuman Services
Spfld School Volunteers Inc
1550 Main St Third FlSpringfieldMA01103042643527501c37200cashHuman Services
Spfld Symphony Orchestra
1350 Main StSpringfieldMA01103042210746501c361412cashArts and Culture
Spfld Technical Com College
One Armory SquareSpringfieldMA01101042444774501c374320cashScholarships
Springfield VACA Inc
433 Belmont AveSpringfieldMA01108043239763501c310000cashHuman Services
St Andrews Hospital
6 St Andrews LaneBoothbay HarME04538010153960501c310000cashGeneral Health
St Johns Lutheran Church
60 Broad StWestfieldMA01085042381428501c315183cashReligious Church
St Patrick Parish
30 Main StS HadleyMA01075042106777501c37000cashReligious Church
St Pauls Episcopal Church
485 Appleton StHolyokeMA01040042104902501c321906cashReligious Church
St Peter and St Paul Orth Ch
118 Carew StSpringfieldMA01101046000817501c37500cashReligious Church
Stanley Park of Westfield Inc
PO Box 1191WestfieldMA01085042131404501c311596cashRecreation
Suffolk Univ School of Law
120 Tremont StBostonMA02108042133255501c39000cashScholarships
Survival Centers Inc
1200 N Pleasant StAmherstMA01059042698462501c324900cashHuman Services
Tapestry Health Systems Inc
296 Nonotuck StFlorenceMA01062237303008501c310000cashHuman Services
The Assoc For Comy Living
220 Brookdale DrSpringfieldMA01104042210685501c319050cashHuman Services
The Childrens Study Home Inc
44 Sherman StSpringfieldMA01109042105939501c316471cashHuman Services
The Food Bank of Wmass
97 N Hatfield RdHatfieldMA01038042751023501c360600cashFood and Nutrition
The Nolumbeka Project
88 Columbus AveGreenfieldMA01301264509867501c35900cashEducation
The Salvation Army Spfld Corps
170 Pearl StSpringfieldMA01101222406008501c39000cashHuman Services
The Yellow House Inc
1479 N Main StPalmerMA01069453998008501c3100000cashHuman Services
Tilton Fund Inc
75 N Main StS DeerfieldMA01373046075146501c310000cashHuman Services
Tolland Vol Fire Dept Inc
162A Colebrook River RdTollandMA01034263373008501c310000cashCommunity Imprv
Top Fl Learning Inc
1455 N Main StPalmerMA01069200525008501c36000cashEducation
Town of Agawam
36 Main StAgawamMA01001046001065501c310596cashEducation
Trickle Up Program Inc
104 West 27th St 12th FlNew YorkNY10001061043042501c310000cashHuman Services
Trustees of Forbes Library
20 West StNorthamptonMA01060046004208501c35200cashEducation
Trustees of Mt Holyoke Col
50 College StS HadleyMA01075042103578501c316064cashCollege Univ
Trustees of the Smith Col
College HallNorthamptonMA01060041843040501c313000cashScholarships
Tufts University
106 Packard HallMedfordMA02155042103634501c39000cashScholarships
Two State YMCA
748 Hamilton RdBecketMA01223042105946501c38000cashHuman Services
Union of Concerned Scientists Inc
Two Brattle SquareCambridgeMA02138042535767501c315250cashEnvironmental
Utd ARC of Frkln and Hamp Ctys
111 Summer StGreenfieldMA01301042267562501c315849cashHuman Services
United Way of Frkln Cnty Inc
51 Davis StGreenfieldMA01301042212894501c328500cashHuman Services
University of Connecticut
233 Glennbrook Rd Unit 4116StorrsCT06269060772160501c3108500cashScholarships
University of Hartford
200 Bloomfield AveW HartfordCT06117060731360501c341100cashScholarships
University of Mass Foundation
225 Franklin StBostonMA02110046013152501c316000cashEducation
University of Mass Amherst
255 Admin BldgAmherstMA01003043167352501c3303200cashScholarships
University of Mass Dartmouth
285 Old Westport RdN DartmouthMA02747043167352501c39200cashScholarships
University of MassBoston
100 Morrissey BlvdBostonMA02125043167352501c37200cashScholarships
Urban League of Spfld Inc
1 Federal StSpringfieldMA01105042133248501c312427cashHuman Services
Valley Com Dev Corp
30 Market StNorthamptonMA01060222906008501c310800cashForeclosure Prevention and
Valley Free Radio
140 Pine StNorthamptonMA01060203003681501c36000cashArts and Culture
Valley Opportunity Council
300 High StHolyokeMA01040042692763501c312000cashHuman Services
Vermont Law School Inc
Chelsea StS RoyaltonVT05068237252008501c38000cashScholarships
Village Enterprise Fund Inc
751 Laurel St PMB 222San CarlosCA94070222852008501c310000cashCommunity Imprv
Wentworth Inst of Tech
550 Huntington AveBostonMA02115041958460501c37000cashScholarships
W Cummington Cong Church
27 West Main StCummingtonMA01026900141008501c3141000cashReligious Church
WMass Coun Inc Boy Scouts Amer
1 Arch RdWestfieldMA01085042104279501c319761cashYouth Developmnt
Western N England Univ
1215 Wilbraham RdSpringfieldMA01119042108376501c3126050cashScholarships
Western N England Univ
1215 Wilbraham RdSpringfieldMA01119042108376501c35845cashCollege Univ
Western N Eng Univ School of Law
1215 Wilbraham RdSpringfieldMA01119042108376501c314500cashScholarships
Westfield Athenaeum
6 Elm StWestfieldMA01085046004372501c316007cashArts and Culture
Westfield State University
577 Western AveWestfieldMA01085043062617501c3117150cashScholarships
WGBH Educational Foundation
44 Hampden StSpringfieldMA01103042104397501c326447cashEducation
Willie Ross Sch for the Deaf Inc
32 Norway StLongmeadowMA01106042430193501c39000cashEducation
Williston Nampton School
19 Payson AveEasthamptonMA01027041975990501c310500cashEducation
Womanshelter Companeras Inc
PO Box 1099HolyokeMA01041042716766501c36500cashHuman Services
Women Donors Network
565 Commercial StSan FranciscoCA94111050542397501c310000cashGeneral Health
Womens Fund of Wmass
116 Pleasant St Ste 358EasthamptonMA01027043342411501c323235cashCommunity Imprv
Worcester Polytechnic Inst
100 Institute RdWorcesterMA01609042121659501c330750cashScholarships
Worcester State College
486 Chandler StWorcesterMA01602042760551501c310000cashScholarships
YMCA of Greater Spfld
275 Chestnut StSpringfieldMA01104041859893501c314824cashHuman Services
YMCA of Grtr Westfield Inc
67 Court StWestfieldMA01085042126585501c310000cashHuman Services
Youth Action Coalition Inc
256 N Pleasant StAmherstMA01004043070456501c39500cashArts and Culture
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants257TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSchI_P01_S00_L02Identifier
Return ReferenceSchedule I, Part I, Line 2ReturnReference
ExplanationScholarships are paid to US educational institutions to which the student is attending and are refunded by the educational istitution 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonRon AncrumNamePerson
Base Compensation Filing Org150234BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org150234TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSchJ_P01_S00_L03Identifier
Return ReferenceSchedule J, Part I, Line 3ReturnReference
ExplanationThe Personnel Committee of the Board of Trustees is responible for determining the President's salary. All other salaries are reviewed and monitored by the committee with management input.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonRobert AtkinsonNamePerson
FieldValueIRS element (for citing)
RelationshipTrustee EmeritiRelationship
Amount Of Transaction27334AmountOfTransaction
Description Of TransactionLegal ServiicesDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions29NumberOfContributions
Noncash Contribs Rptd F9902692466NoncashContribsRptdF990
Method Of Determining RevenuesQuotesMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P06_S0A_L02Form 990, Part VI, Section A, Line 2certain Foundation Trustees provide professional services to other Foundation Trustees
F990_P06_S0B_L11bForm 990, Part VI, Section B, Line 11bMembers of the Foundation's Audit and Finance Committee are provided a draft copy of the Form 990 as prepared by the Foundation's Chief Financial Officer and 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 Form 990 is made available to the Board of Trustees and then Form 990 is filed with the IRS
F990_P06_S0B_L12cForm 990, Part VI, Section B, Line 12cEach year all trustees and senior staff are required to complete a conflict of interest statement. These statements are reviewed and monitored with regard to any vote by the trustees.
F990_P06_S0B_L15Form 990, Part VI, Section B, Line 15The Persponnel Committee of the Board of Trustees to Foundation Trustees is responsible for determining the President's salary. All other salaries are reviewed and monitored by this committee with management input.
F990_P06_S0C_L19Form 990, Part VI, Section C, Line 19Summary 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 infornation is available upon request.
F990_P11_S00_L05Form 990, Part XI, Line 5Unrealized gain on investments

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Community Foundation of Western Mass LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11500 Main Street Suite 2300AddressLine1
CitySpringfieldCity
StateMAState
ZIP Code01115ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesVehicle to hold real estatePrimaryActivities
Legal Domicile StateDELegalDomicileState
Total Income0TotalIncome
EOY Assets0EOYAssets
Direct Controlling Entity NAN/ADirectControllingEntityNA