STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS (EIN 22-3089640)
Tax period
2012-04-01 to 2013-03-31
Filed
2013-10-15
IRS object ID
201312889349301121
Schema version
2012v2.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-10-15T15:01:54-07:00Timestamp
Tax Period End Date2013-03-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2012-04-01TaxPeriodBeginDate

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 Signed2013-08-29DateSigned
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

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 StAddressLine1
Address Line2Suite 2300AddressLine2
CitySpringfieldCity
StateMAState
ZIP Code01199ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10234001GrossReceipts
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 Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees21TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year8142822ContributionsGrantsPriorYear
Contributions Grants Current Year8481579ContributionsGrantsCurrentYear
Program Service Revenue Prior Year276424ProgramServiceRevenuePriorYear
Program Service Revenue CY246061ProgramServiceRevenueCY
Investment Income Prior Year1907108InvestmentIncomePriorYear
Investment Income Current Year1585129InvestmentIncomeCurrentYear
Other Revenue Prior Year-121974OtherRevenuePriorYear
Other Revenue Current Year-78768OtherRevenueCurrentYear
Total Revenue Prior Year10204380TotalRevenuePriorYear
Total Revenue Current Year10234001TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year6911001GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY9474217GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year949010SalariesEtcPriorYear
Salaries Etc Current Year1185300SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year430975TotalFundrsngExpCurrentYear
Other Expense Prior Year676971OtherExpensePriorYear
Other Expenses Current Year768811OtherExpensesCurrentYear
Total Expenses Prior Year8536982TotalExpensesPriorYear
Total Expenses Current Year11428328TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1667398RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1194327RevenuesLessExpensesCY
Total Assets BOY98010892TotalAssetsBOY
Total Assets EOY103619620TotalAssetsEOY
Total Liabilities BOY8270555TotalLiabilitiesBOY
Total Liabilities EOY9011043TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY89740337NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY94608577NetAssetsOrFundBalancesEOY
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
Expense8732357Expense
Grants8052061Grants
Revenue246061Revenue
DescriptionGrant Program: Competetive 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1840638Expense
Grants1422156Grants
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 Expense10572995TotalProgramServiceExpense
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 Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109612NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees21NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
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 Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
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
Upon RequestXUponRequest

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 (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerFormerFormer
Irene Rodriguez Martin
Foundation Trustee10X000
Peter Daboul
Foundation Trustee10X000
Michael Fritz
Foundation Trustee10X000
George Keady III
Foundation Trustee10X000
Richard B Steele Jr
Foundation Trustee10X000
Willie Hill
Foundation Trustee10X000
Robert Pura
Foundation Trustee10X000
Amy Jamrog
Foundation Trustee10X000
Dana R Barrows
Foundation Trustee10X000
Ralph Tate
Foundation Trustee10X000
Sanford Belden
Foundation Trustee30X000
Dianne Fuller Doherty
Foundation Trustee10X000
Steven Mitus
Foundation Trustee10X000
Ron Ancrum
President40010592300XX
Katharine Allan Zobel
President4003750000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org143423TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Bank of America
1 Monarch PlaceSpringfieldMA01115Investment Management146862
Accounting Management Solutions
800 South Street Suite 195WalthamMA02453Accounting Services114195
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events0FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants0GovernmentGrants
All Other Contributions8481579AllOtherContributions
Noncash Contributions0NoncashContributions
Total Contributions8481579TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionAdministration RevenueDescription
Business Code561000BusinessCode
Total Revenue Column246061TotalRevenueColumn
Related Or Exempt Function Income246061RelatedOrExemptFunctionIncome
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 Revenue246061TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1585129TotalRevenueColumn
Related Or Exempt Function Income1585129RelatedOrExemptFunctionIncome
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-78768TotalRevenueColumn
Related Or Exempt Function Income-78768RelatedOrExemptFunctionIncome
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-78768TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10234001TotalRevenueColumn
Related Or Exempt Function Income1752422RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total9474217Total
Program Services9474217ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total143424Total
Program Services88923ProgramServices
Management And General20079ManagementAndGeneral
Fundraising34422Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total788743Total
Program Services489023ProgramServices
Management And General110423ManagementAndGeneral
Fundraising189297Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total66149Total
Program Services41012ProgramServices
Management And General9261ManagementAndGeneral
Fundraising15876Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total104684Total
Program Services64904ProgramServices
Management And General14656ManagementAndGeneral
Fundraising25124Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total82300Total
Program Services51026ProgramServices
Management And General11522ManagementAndGeneral
Fundraising19752Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total13605Total
Program Services8435ProgramServices
Management And General1905ManagementAndGeneral
Fundraising3265Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total143179Total
Program Services88771ProgramServices
Management And General20045ManagementAndGeneral
Fundraising34363Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total168908Total
Program Services12400ProgramServices
Management And General151708ManagementAndGeneral
Fundraising4800Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total45809Total
Program Services28402ProgramServices
Management And General6413ManagementAndGeneral
Fundraising10994Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total30632Total
Program Services18992ProgramServices
Management And General4288ManagementAndGeneral
Fundraising7352Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total104436Total
Program Services64751ProgramServices
Management And General14621ManagementAndGeneral
Fundraising25064Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total50970Total
Program Services31601ProgramServices
Management And General7136ManagementAndGeneral
Fundraising12233Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total95212Total
Program Services41893ProgramServices
Management And General32372ManagementAndGeneral
Fundraising20947Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total10234Total
Program Services6345ProgramServices
Management And General1433ManagementAndGeneral
Fundraising2456Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total56450Total
Program Services34999ProgramServices
Management And General7903ManagementAndGeneral
Fundraising13548Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total6891Total
Program Services3032ProgramServices
Management And General2343ManagementAndGeneral
Fundraising1516Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total11509Total
Program Services5064ProgramServices
Management And General3913ManagementAndGeneral
Fundraising2532Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionPublicationsDescription
Total30976Total
Program Services19205ProgramServices
Management And General4337ManagementAndGeneral
Fundraising7434Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total11428328Total
Program Services10572995ProgramServices
Management And General424358ManagementAndGeneral
Fundraising430975Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3257820BOY
EOY2629489EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY144630BOY
EOY37736EOY

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)
BOY3509022BOY
EOY3546246EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY29275BOY
EOY48451EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis145292LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec140163LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY11346BOY
EOY5129EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY67803881BOY
EOY73293913EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY23254918BOY
EOY24058656EOY

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)
BOY98010892BOY
EOY103619620EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY71333BOY
EOY21845EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY8199222BOY
EOY8989198EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY8270555BOY
EOY9011043EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY28847007BOY
EOY26968264EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY56202369BOY
EOY62949352EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4690961BOY
EOY4690961EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY89740337BOY
EOY94608577EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY98010892BOY
EOY103619620EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-1194327ReconcilationRevenueExpenses
Reconciliation Unrealized Invest6062567ReconciliationUnrealizedInvest
Reconcilation Donated Services0ReconcilationDonatedServices
Reconcilation Invest Expenses0ReconcilationInvestExpenses
Reconcilation Prior Adjustment0ReconcilationPriorAdjustment
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
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 Years7449442CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8210442CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6478013CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4961007CurrentTaxYearMinus1Year
Current Tax Year8142822CurrentTaxYear
Total35241726Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7449442CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8210442CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6478013CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4961007CurrentTaxYearMinus1Year
Current Tax Year8142822CurrentTaxYear
Total35241726Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2712868AmountsSubstContributorsTotal
Public Support Total17032528858PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2929506CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1829131CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1468016CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1552887CurrentTaxYearMinus1Year
Current Tax Year1907108CurrentTaxYear
Total9686648Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total
FieldValueIRS element (for citing)
Total Support44928374TotalSupport
Public Support Pertcentage1700.72402PublicSupportPertcentage170
Public Support Pertcent Prior Year0.63793PublicSupportPertcentPriorYear
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 Held263NumberDAFsHeld
Number Funds Held292NumberFundsHeld
Donor Advised Contributions3647736DonorAdvisedContributions
Contrib To Funds And Other Accounts4833843ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds6619213GrantsPaidFromDonorFunds
Grants Funds And Other Accounts2855004GrantsFundsAndOtherAccounts
Aggregate DAF Value28682776AggregateDAFValue
Aggregate Fund Value72250259AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance60390411BeginningOfYearBalance
Contributions5027463Contributions
Investment Earnings Or Losses5695194InvestmentEarningsOrLosses
Grants Or Scholarships2353581GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses887782AdministrativeExpenses
End Of Year Balance67871705EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Minus3 Years CurrentYearMinus3Years

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 Minus4 Years CurrentYearMinus4Years

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 Basis145292OtherCostOrOtherBasis
Depreciation140163Depreciation
Book Value5129BookValue

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 Buildings5129TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value14640608BookValue
Method Of ValuationFMethodOfValuation

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value9418048BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities24058656TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Agency Funds$6,339,742
Liability under unitrust agreements$2,649,456
FieldValueIRS element (for citing)
Total Of Amounts8989198TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt16296568TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments6062567NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues0OtherRevenues
Revenue Not Rptd F9906062567RevenueNotRptdF990
Revenue Subtotal10234001RevenueSubtotal
Investment Expenses Not Included0InvestmentExpensesNotIncluded
Other Revenues Not Included0OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99010234001TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt11428328TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included0OtherExpensesIncluded
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal11428328ExpensesSubtotal
Investment Expenses Not Included20InvestmentExpensesNotIncluded2
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99011428328TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

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 with the counties served by the organization and scholarships for students from within the counties served to attend colleges.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (234 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrant
15 40 Connection
53 Otis StreetWestboroughMA01581262873903501(C)3250000CashGeneral Health
ACT NOW Inc
409 Main StreetAmherstMA01002043539167501(C)380000CashTeen Leaders
Alzheimers Dis and Rel Disorders MA
480 Pleasant StreetWatertownMA02472042731194501(C)3100000CashAlzheimerEducation
Amelia Park Childrens Museum Inc
29 South BRd StWestfieldMA01086043271875501(C)368000CashEducation
American Cancer Society Inc
P O Box 720366Oklahoma CityOK73162131788008501(C)351010CashGeneral Health
American International College
1000 State StreetSpringfieldMA01109042103701501(C)3200000CashCollege Univ
American International College
1000 State StreetSpringfieldMA01109042103701501(C)3669500CashScholarship
American Red Cross Pioneer Valley
506 Cottage StreetSpringfieldMA01104530197008501(C)3117500CashHuman Services
Amherst Cinema Arts Center Inc
28 Amity StreetAmherstMA01002043456950501(C)3210000CashArts Culture
Amherst College
P O Box 5000AmherstMA01003042103542501(C)368000CashScholarship
Amherst Education Found Inc
P O Box 2237AmherstMA01004043250903501(C)362500Cashin honor of the excellent
Anti Displacement Project Inc
130 Union StreetSpringfieldMA01104043098406501(C)3100000CashWage Theft Campaign
Appalachian Mountain Club
5 Joy StreetBostonMA02108046001677501(C)355000CashEnvironmental
Babson College
231 Forest StreetBabson ParkMA02457042103544501(C)3160000CashScholarship
Bay Path College
588 Longmeadow StreetLongmeadowMA01106042103865501(C)3265000CashCollege Univ
Bay Path College
588 Longmeadow StreetLongmeadowMA01106042103865501(C)3242000CashScholarship
Bay State Reading Institute Inc
114 Jennings RoadHollistonMA01746320162008501(C)3250000CashWestfield Partnership
Baystate Health Foundation Inc
280 Chestnut Street 6th FloorSpringfieldMA01199043549011501(C)3862000CashGeneral Health
Bennington College Corporation
One College DriveBenningtonVT05201030179414501(C)3100000CashCollege Univ
Bentley University
175 Forest StWalthamMA02452041081650501(C)3210000CashScholarship
Berkshire Children and Families Inc
480 West StPittsfieldMA01201042226238501(C)3673200CashHuman Services
Berkshire Community College
1350 West StreetPittsfieldMA01201042500539501(C)360000CashScholarship
Best Buddies Massachusetts
45 Bromfield Street 7th FloorBostonMA02108521615008501(C)380000CashEducation
Big Br Big Sis Assoc of Frkln Cty
16 Court Square 3rd FloorGreenfieldMA01302042491950501(C)366170Cashsecond installment of fund
Black Men of Greater Springfield Inc
P O Box 4342SpringfieldMA01101043210338501(C)3100000CashW E B DuBois Academy
Boothbay Harbor Memorial Library
4 Oak StreetBoothbay HarborME04538010224627501(C)3100000CashLibrary
Boothbay Region Land Trust
137 Townsend AvenueBoothbay HarborME04538010371869501(C)3500000CashEnvironmental
Boston College
140 Commonwealth AvenueChestnut HillMA02467042103545501(C)3200000CashScholarship
Boston University
881 Commonwealth AvenueBostonMA02215042103547501(C)3125000CashScholarship
Boys Girls Club of Grtr Holyoke
70 Nick Cosmos WayHolyokeMA01041042103792501(C)3250320CashYouth Developmnt
Boys Girls Club of Grtr Westfield
28 West Silver StreetWestfieldMA01086042464259501(C)360730CashImmersion Learning
Bridgewater State College
Tillinghast HallBridgewaterMA02325043010428501(C)390000CashScholarship
Brightside Inc
P O Box 9012SpringfieldMA01102042182395501(C)3350000CashHuman Services
Brown University
P O Box 1877ProvidenceRI02912050258809501(C)355000CashCollege Univ
Bryant University
1150 Douglas PikeSmithfieldRI02917050258810501(C)3210000CashSpring scholarship
Carson Center for Human Services Inc
20 Broad StreetWestfieldMA01086042316498501(C)352000CashHuman Services
Cathedral High School
260 Surrey RoadSpringfieldMA01118042262360501(C)3597550CashEducation
Catholic Charities Ag of Diocese of Spfld
65 Elliot StreetSpringfieldMA01103861122008501(C)384550CashHuman Services
Center for Human Development Inc
332 Birnie AvenueSpringfieldMA01107042503926501(C)3187000CashEducation
Center for New Americans
42 Gothic StreetNorthamptonMA01060043224215501(C)3150000CashWith Literacy for All
Central Connecticut State Univ
1615 Stanley StreetNew BritainCT06050061303381501(C)3100000CashScholarship
Church of God in Christ Fam Ser
35 Alden StSpringfieldMA01109061303381501(C)3100000CashHuman Services
City of Northampton
210 Main StreetNorthamptonMA01060046001406501(C)3221930CashArts and Culture
City of Springfield
36 Court StreetSpringfieldMA01103046001407501(C)3262000CashOld First Church
Clarke School for the Deaf
47 Round Hill RoadNorthamptonMA01060042104008501(C)3210000CashEducation
College of Our Lady of the Elms
291 Springfield StreetChicopeeMA01013042225850501(C)3150000CashCollege Univ
College of Our Lady of the Elms
291 Springfield StreetChicopeeMA01013042225850501(C)3457000CashScholarship
Com Action of Fr Sty N Quabbin
393 Main StreetGreenfieldMA01301042384972501(C)3660610CashHuman Services
Community Adolescent Resource and
247 Cabot StreetHolyokeMA01040042962882501(C)3195030CashEducation
Community Enterprises Inc
441 Pleasant StreetNorthamptonMA01060510179008501(C)383000CashWebsite Design
Comy Involved in Sustaining Ag
One Sugarloaf StreetS DeerfieldMA01373043416862501(C)3209000CashFood Nutrition
Community Music School of Spfld
127 State StreetSpringfieldMA01103222501008501(C)3446870CashArts and Culture
Com United Way of Pioneer Val
1441 Main StreetSpringfieldMA01103042152680501(C)31063490CashHuman Services
Community YMCA Greenfield
451 Main StreetGreenfieldMA01301042149363501(C)3396000CashHuman Services
Congregational Church of Holland
11 Sturbridge RoadHollandMA01521043069643501(C)361760CashReligious
Cooley Dickinson Hosp Health Care
30 Locust StreetNorthamptonMA01060042103561501(C)3365000CashGeneral Health
Cornell University
P O Box 223623PittsburghPA15251150532082501(C)357500CashCollege Univ
Dakin Pioneer Valley Humane Soc
P O Box 6307SpringfieldMA01101205319008501(C)3872480CashAnimal Related
Dana Farber Cancer Institute Inc
10 Brookline Place WestBrooklineMA02445042263040501(C)355000CashSarcoma Unit
Dartmouth Hitchcock Medical Ctr
One Medical Center DriveLebanonNH03756222715008501(C)3100000CashGeneral Health
Doctors Without Borders USA Inc
333 Seventh AveNew YorkNY10001133433008501(C)3168500CashGeneral Health
Drama Studio Inc
P O Box 80892SpringfieldMA01138222823008501(C)376000CashArts and Culture
E Longmeadow Scholarship Found
P O Box 66E LongmeadowMA01028042592638501(C)3327000CashEducation
Eric Carle Mus of Picture Book Art
125 West Bay RoadAmherstMA01002043542086501(C)3427500CashArts Culture
Fairfield University
1073 North Benson RoadFairfieldCT06824060646623501(C)3100000CashDolan School of Business
Fairfield University
1073 North Benson RoadFairfieldCT06824060646623501(C)3110000CashSscholarship
Feeding Hills Congl Church
21 North Westfield StreetFeeding HillsMA01030042311639501(C)351010CashReligious Church
First Church of Christ in Longmeadow
763 Longmeadow StLongmeadowMA01106042104075501(C)392000CashReligious Church
First Cong Church of S Hadley
One Church StreetS HadleyMA01075042115501501(C)3170000CashReligious Church
Fitchburg State College
160 Pearl StreetFitchburgMA01420046002284501(C)3160000CashScholarship
Focus Center for Autism Inc
126 Dowd AvenueCantonCT06019311724698501(C)3100000CashHuman Services
Forest Park Zoological Society Inc
302 Sumner AvenueSpringfieldMA01138046145635501(C)377000CashOperations Support
Framingham State College
100 State StreetFraminghamMA01701046002284501(C)384000CashScholarship
Franklin Area Survival Center Inc
96 Fourth StreetTurners FallsMA01376042776526501(C)3100000CashHuman Services
Franklin Cty Community Development
324 Wells StreetGreenfieldMA01301042678309501(C)3210660CashRefrigeration Project
Franklin Cty ComMeals Program
P O Box 172GreenfieldMA01302223027098501(C)380000CashOrange Food Pantry
Franklin County DIAL SELF Inc
21 Abbott StreetGreenfieldMA01301042619617501(C)3105000CashYouthServe Matching Funds
Franklin Cty Home Care Corp
330 Montague City RoadTurners FallsMA01376042542539501(C)3100000CashHuman Services
Franklin Land Trust Inc
679A Mohawk TrailShelburne FallsMA01370222744008501(C)3230000CashEnvironmental
Friends of Children Inc
245 Russell StreetHadleyMA01035222952008501(C)3205000CashHuman Services
Friends of Grandmother s Garden
P O Box 1432WestfieldMA01086043267287501(C)352910CashEnvironmental
Friends of the Homeless Inc
755 Worthington StreetSpringfieldMA01105222787008501(C)3218450CashHousing
Friends of the PVPA High School
15 Mulligan DriveS HadleyMA01075202282008501(C)3323150CashEducation
Girls Incorporated of Holyoke
6 Open Square WayHolyokeMA01041042748244501(C)3148600CashYouth Developmnt
Grtr Spfld Senior Services
66 Industry AvenueSpringfieldMA01104042510895501(C)3108450CashHuman Services
Greenfield Community College
One College DriveGreenfieldMA01301237090085501(C)3145000CashScholarship
Greenfield Com College Foundation
270 Main StreetGreenfieldMA01301042449856501(C)3743800CashEducation
Hampshire Com United Way
71 King StreetNorthamptonMA01061042104792501(C)3111000CashHuman Services
Hampshire County Bar Association
15 Gothic StreetNorthamptonMA01060223269008501(C)396000CashOnly One Childhood
Hampshire Sheriff s Office
205 Rocky Hill RoadNorthamptonMA01061046002284501(C)3139750CashHuman Services
HAP Inc
322 Main StreetSpringfieldMA01105042518368501(C)3174100CashHousing
Harvard University
8 Garden StreetCambridgeMA02138042103580501(C)365000CashScholarship
Heath Agricultural Society Inc
21 9 RoadHeathMA01346042607187501(C)3161250CashArts and Culture
Hilltown Land Trust Inc
332 Bullitt RoadAshfieldMA01330222831008501(C)3200000CashEnvironmental
Holy Name Church
323 Dickinson StreetSpringfieldMA01108042121346501(C)358390CashReligious Church
Holyoke Catholic High School
134 Springfield StreetChicopeeMA01013042315532501(C)3304960CashEducation
Holyoke Community College
303 Homestead AvenueHolyokeMA01040042719849501(C)3496110CashScholarship
Holyoke Com College Foundation
303 Homestead AvenueHolyokeMA01040237181691501(C)3225500CashEducation
Holyoke Health Center Inc
230 Maple StHolyokeMA01040042492730501(C)3125000CashGeneral Health
Holyoke Public Library Corp
335 Maple StreetHolyokeMA01041046002895501(C)3100000CashEducation
Hospice of Franklin County Inc
329 Conway StreeGreenfieldMA01301201612008501(C)3100000CashGeneral Health
Human Resources Unlimited
120 Maple StreetSpringfieldMA01103237083008501(C)3150000CashHuman Services
International Rescue Committee Inc
122 East 42nd StreetWashingtonDC20090135661008501(C)353000CashHuman Services
Jackson Street School PTO
120 Jackson StreetNorthamptonMA01060043062374501(C)396790CashEducation
Jefferson ComCollege Foundation
1220 Coffeen StreetWatertownNY13601237009906501(C)3230000CashScholarship
Jewish Family Service of Wmass
15 Lenox StSpringfieldMA01108042104352501(C)3322000CashHuman Services
Jewish Federation of WMAss
1160 Dickinson StreetSpringfieldMA01108042127023501(C)3124500CashHuman Services
Johnson and Wales Univ Prov
8 Abbott Park PlaceProvidenceRI02903050306206501(C)372500CashScholarship
Johnson Evergreen Corporation
201 Chestnut StreetStafford SpringsCT06076223012008501(C)375000CashGeneral Health
Johnson Memorial Hospital
201 Chestnut Hill RoadStafford SpringsCT06076060646696501(C)31598340CashGeneral Health
Karuna Center for Peacebuilding Inc
447 West StreetAmherstMA01002043437359501(C)376370CashCommunity Imprv
Kestrel Land Trust
P O Box 1016AmherstMA01003046243236501(C)3252410CashEnvironmental
Ko Theater Works Inc
498 South Gulf RoadBelchertownMA01007043124727501(C)360000CashArts and Culture
Link to Libraries Inc
36 Bluegrass DriveE LongmeadowMA01028263156008501(C)3119500CashEducation
Maine Maritime Museum
243 Washington StreetBathME04530010271477501(C)31250000CashEducation
Maine Public Broadcasting Corp
1450 Lisbon StreetLewistonME04240223172008501(C)3100000CashEducation
Mass Adoption Resource Exch
45 Franklin StreetBostonMA02110042227431501(C)390000CashWestern Mass Child Services
Mass Audubon Society Inc
208 South Great RoadLincolnMA01773042104702501(C)388510CashEnvironmental
Mass College of Liberal Arts
357 Church StreetN ArdamsMA02147042660810501(C)370000CashScholarship
Mass College of Pharmacy
179 Longwood AvenueBostonMA02115042104700501(C)360000CashScholarship
M E Smith Endowment for Ed
1 Silverwood TerraceS HadleyMA01075043558819501(C)3182000CashEducation
Montague Catholic Social Ministries
41 43 Third StreetTurners FalsMA01376043274078501(C)370000CashNew Horizons - the Bridge
Mount Grace Land Conservation Tr
1461 Old Keene RoadAtholMA01331042938967501(C)3110000CashEnvironmental
Movin with the Spirit Inc
P O Box 238ColumbiaCT06237061579880501(C)3150000CashHuman Services
NAMI Western Massachusetts Inc
324A Springfield StreetAgawamMA01001042783175501(C)3100000CashCommunications Coordinator
Natl Confl for Coml and Justice CT WMA
820A Prospect Hill RoadWindsorCT06095141938008501(C)3366000CashCommunity Imprv
National Guild for Com Arts Educ
520 8th AveNew YorkNY10018136161008501(C)3210000CashArts and Culture
Natl Multiple Sclerosis Soc N Eng
101A First Avenue Suite 6WalthamMA02451042178884501(C)3170000CashHuman Services
N Eng Public Radio Foundation
131 County CircleAmherstMA01003046130523501(C)34851550CashArts Culture
New England School of Law
154 Stuart StreetBostonMA02116042152671501(C)380000CashScholarship
New Pond Farm Education Center
101 Marchant RoadW ReddingCT06896061110833501(C)3100000CashEnvironmental
New Spirit Inc
40 Riverview TerraceSpringfieldMA01108043232718501(C)3450000CashEducation
New York University
25 West 4th StreetNew YorkNY10012135562008501(C)375000CashScholarship
Newbury College
129 Fisher AvenueBrooklineMA02445042452884501(C)370000CashScholarship
Nichols College of Business Admin
123 Center RoadDudleyMA01571042104778501(C)34250000CashCollege Univ
N Amherst Community Farm Inc
P O Box 9648N AmherstMA01059113757008501(C)372500CashEnvironmental
Northampton Ed Found
P O Box 44NorthamptonMA01061043157289501(C)3213840CashEducation
Northampton Public Schools
212 Main Street Room 200NorthamptonMA01060046001406501(C)3100000CashEducation
Northampton Survival Center Inc
265 Prospect StreetNorthamptonMA01060042774166501(C)387000CashFood Nutrition
Northampton Youth and Com Rowing
P O Box 1553NorthamptonMA01060043532936501(C)375000CashRecreation
Northeastern University
360 Huntington AvenueBostonMA02115041679980501(C)3190000CashScholarship
Northfield Mount Hermon School
One Lamplighter WayMt HermonMA01354042109865501(C)375000CashEducation
Open Field Foundation Bramble Hill Farm
593 South Pleasant StreetAmherstMA01002043313646501(C)380000CashFertile Ground
Oxfam America Inc
226 Causeway Street 5th FlrBostonMA02114237069110501(C)3325000CashHuman Services
Paris Press Inc
P O Box 487AshfieldMA01330043302441501(C)3200000CashArts Culture
Pathfinder International
9 Galen Street Suite 217WatertownMA02472530235008501(C)3200000CashGeneral Health
Pioneer Valley Project Inc
42 Hobart StreetSpringfieldMA01104043343623501(C)3105000CashCommunity Imprv
Pioneer Valley Habitat for Humanity
140 Pine St Room 9FlorenceMA01062043049506501(C)3100000CashHousing
Planned Parenthood Leag MA
1055 Commonwealth AvenueBostonMA02215042698497501(C)396000CashGeneral Health
Pocumtuck Valley Memorial Assoc
10 Memorial StreetDeerfieldMA01342042147607501(C)3100000CashFinding Our Place Engaging
Providence Ministries for the Needy
51 Hamilton StHolyokeMA01041042898893501(C)3150000CashHuman Services
Quinnipiac University
275 Mount Carmel AvenueHamdenCT06518060646701501(C)3200000CashCollege Univ
Reader to Reader Inc
38 Woodside AvenueAmherstMA01002030496901501(C)3340000CashSpringfield Mentoring Program
Rebuilding Together Springfield Inc
1145 Main Street Suite 111SpringfieldMA01103043172737501(C)384550CashFunnel Your Energy 2012
Reg Employ Board of Hampden
1441 Main StreetSpringfieldMA01103222489896501(C)3947860CashTalk Read Succeed Program
Rensselaer Polytechnic Institute
110 Eight StreetTroyNY12180141340095501(C)3125000CashScholarship
Riverside Industries Inc
One Cottage StreetEasthamptonMA01027042438444501(C)370000CashRiverside Arts Exchange
River Valley Counseling Center Inc
319 Beech StHolyokeMA01041042174657501(C)3100000CashHuman Services
Roman Catholic Diocese of Spfld
65 Elliot StreetSpringfieldMA01101043437398501(C)3314910CashReligious
Safe Passage Inc
43 Center StreetNorthamptonMA01060042690131501(C)3120500CashHuman Services
ServiceNet Inc
129 King StreetNorthamptonMA01060042526194501(C)3186000CashHuman Services
Shriners Hospitals for Children
P O Box 31356TampaFL33631362193608501(C)351010CashSpringfield, MA Unit
Smith Voc and Agricultural High Sch
80 Locust StreetNorthamptonMA01060046001406501(C)380000CashScholarships
Snow Farm N England Craft Prog
5 Clary RoadWilliamsburgMA01096063547767501(C)3100000CashEnvironmental
Somers Congregational Church
599 Main StreetSomersCT06071131957008501(C)3100000CashReligious Church
South End Community Center Inc
PO Box 30192SpringfieldMA01103042103854501(C)3120000CashEducation
South Hadley Public Library
27 Bardwell StreetS HadleyMA01075046001303501(C)370000CashBuilding Fund
S Middlesex Opportunity Council
300 Howard StreetFraminghamMA01702042389659501(C)370000CashHuman Services
Springfield Boys Girls Club Inc
481 Carew StreetSpringfieldMA01104041858620501(C)3372360CashYouth Developmnt
Springfield College
263 Alden StreetSpringfieldMA01109042104329501(C)3906470CashCollege Univ
Springfield College
263 Alden StreetSpringfieldMA01109042104329501(C)3205000CashScholarship
Springfield Day Nursery Corporation
1 Federal Street Building 101SpringfieldMA01105042103855501(C)3637730CashHuman Services
Springfield Library and Museums
21 Edwards StreetSpringfieldMA01103046002239501(C)3442540CashArts and Culture
Springfield Rescue Mission Inc
P O Box 9045SpringfieldMA01102521047790501(C)3103010CashHuman Services
Springfield School Volunteers Inc
1550 Main StreetSpringfieldMA01103042643527501(C)377500CashEducation
Springfield Symphony Orchestra
1350 Main Street Suite 12SpringfieldMA01103042210746501(C)3490030CashArts Culture
Springfield Tech Com College
One Armory SquareSpringfieldMA01101042444774501(C)3473250CashScholarship
STCC Foundation
One Armory Square Ste 1SpringfieldMA01101222612044501(C)3100000CashEducation
St John Lutheran Church
60 Broad StreetWestfieldMA01085042381428501(C)3119750CashReligious
St Patrick Parish
30 Main StreetS HadleyMA01075042106777501(C)370000CashReligious Church
St Peter and St Paul Orth Church
118 Carew StreetSpringfieldMA01101046000817501(C)3110000CashReligious Church
St Stanislaus Basilica
566 Front StreetChicopeeMA01013042111408501(C)3100000CashReligious Church
St Stanislaus School
566 Front StreetChicopeeMA01013042111408501(C)3204060CashEducation
Stanley Park of Westfield Inc
P O Box 1191WestfieldMA01085042131404501(C)371010CashEnvironmental
Stavros Ctr for Independent Living
210 Old Farm RoadAmherstMA01002510172014501(C)3160000CashTechnology Upgrade Project
Stonehill College
320 Washington StreetEastonMA02357042104229501(C)370000CashScholarship
Suffolk University
41 Temple StreetBostonMA02114042133255501(C)360000CashScholarship
Survival Centers Inc
138 Sunderland RoadN AmherstMA01059042698462501(C)3793700CashHuman Services
Terra Moto Inc
389 Congress StreetPortlandME04101133512008501(C)395000CashHolyoke Works
The Assoc For Community Living
220 Brookdale DriveSpringfieldMA01104042210685501(C)3405000CashHuman Services
The Brick House Com Resource
24 Third StreetTurners FallsMA01376223337776501(C)3100000CashSummer Workshop Series
The Food Bank of Western Mass
97 North Hatfield RoadHarfieldMA01038042751023501(C)31044500CashFood Nutrition
The Salvation Army Divisional
25 Shawmut RoadCantonMA02021222406433501(C)360000CashHuman Services
The Yellow House Inc
1479 North Main StreetPalmerMA01069453998008501(C)3750000CashEducation
Third Sector New England Inc
89 South Street Suite 700BostonMA02111042261109501(C)3164340CashEducation
Tilton Fund Inc
75 North Main StreetS DeerfieldMA01373046075146501(C)3150000CashEducation
Tolland Volunteer Fire Dept
162A Colebrook River RoadTollandMA01034263373008501(C)399000CashWoodland Emergency Preparedness
Town of Agawam
36 Main StreetAgawamMA01001046001065501(C)351010CashAgawam Public Library
Treehouse Foundation Inc
One Treehouse CircleEasthamptonMA01027223849008501(C)360000CashYouth Development Program
Trickle Up Program Inc
104 West 27th Street 12th FloorNew YoukNY10001061043042501(C)375000CashHuman Services
Trinity College
300 Summit StreetHartfordCT06106060646927501(C)3100000CashScholarship
Trustees of Dartmouth College
6066 Development OfficeHanoverNH03755020222111501(C)3725850CashCollege Univ
Trustees of Mount Holyoke College
50 College StreetS HadleyMA01075042103578501(C)353120CashCollege Univ
Trustees of Noble Hospital Inc
115 West Silver StreetWestfieldMA01086222537008501(C)3250000CashGeneral Health
Trustees of the Smith College
College Hall 201NorthamptonMA01063041843040501(C)385000CashMuseum of Art
Trustees of the Smith College
College Hall 201NorthamptonMA01063041843040501(C)3115500CashScholarship
Unitarian Universalist Rowe Camp
22 Kings Highway RoadRoweMA01367042162408501(C)375000CashWoodside Diversity Program
United ARC of Frkln Hamp Cty
111 Summer StreetGreenfieldMA01301042267562501(C)31300000CashHuman Services
United Way of Franklin County Inc
51 Davis StGreenfieldMA01301042212894501(C)3305000CashHuman Services
United Way of Martin County Inc
10 S E Central ParkayStuartFL34995237274008501(C)3100000CashHuman Services
University of Connecticut
233 Glennbrook RdStorrsCT06269600772160501(C)3810000CashScholarship
University of Hartford
200 Bloomfield AvenueW HartfordCT06117060731360501(C)3257000CashScholarship
University of Kentucky
128 Funkhouser BuildingLexingtonKY40505616001008501(C)360000CashScholarship
University of Mass Amherst
373 WhitmoreAmherstMA01003043167352501(C)370000CashEducation
University of Mass Amherst
255 Admin BldgAmherstMA01003043167352501(C)32554000CashScholarship
University of Mass Dartmouth
285 Old Westport RoadN DartmouthMA02747043167352501(C)3155000CashScholarship
University of New Hampshire
11 Garrison AvenueDurnhamNH03821026000937501(C)390000CashScholarship
University of Rhode Island
35 Campus AvenueKingstonRI02881056000522501(C)3110500CashScholarship
UU Society of Amherst
121 North Pleasant StreetAmherstMA01004042103733501(C)370000CashReligious Church
Valley Community Dev Corp
30 Market StreetNorthamptonMA01060222906008501(C)3108000CashCommunity Imprv
Wentworth Institute of Technology
550 Huntington AvenueBostonMA02115041958460501(C)372000CashScholarship
West Cummington Cong Church
27 West Main StreetCummingtonMA01026900141008501(C)3130000CashReligious Church
W Mass Council Inc BSA
1 Arch RoadWestfieldMA01085042104279501(C)3169950CashYouth Developmnt
Western New England University
1215 Wilbraham RoadSpringfieldMA01119042108376501(C)3980000CashScholarship
Westfield State University
577 Western AvenueWestfieldMA01085043062617501(C)31171500CashScholarship
WGBH Educational Foundation
44 Hampden StreetSpringfieldMA01103042104397501(C)3386690CashEducation
Wilbraham Monson Academy
423 Main StreetWilbrahamMA01095042105838501(C)372770CashPrivate School
Williston Northampton School
19 Payson AvenueEasthamptonMA01027041975990501(C)360000CashPrivate School
Womanshelter Companeras Inc
P O Box 1099HolyokeMA01041042716766501(C)365000CashHuman Services
Women s Fund of W Mass
116 Pleasant Street Ste 358EasthamptonMA01027043342411501(C)3261350CashCommunity Imprv
Worcester Polytechnic Institute
100 Institute RoadWorcesterMA01609042121659501(C)3200000CashScholarship
Worcester State College
486 Chandler StreetWorcesterMA01609042760551501(C)3135000CashScholarship
YMCA of Greater Springfield
275 Chestnut Street Suite 1SpringfieldMA01104041859893501(C)3135400CashHuman Services
Young Entrepreneurs Society Inc
26 South Main StreetOrangeMA01364043512782501(C)375000CashBizVenture
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants234TotalNbrOf501C3AndGovtGrants
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 institution if the student does not maintain their status as a student. Grants are made only to verifed 501(c)3 organizations, with grant reports being required of all discretionary grants to receive full payments.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalXBoardOrCommitteeApproval
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
TitlePresidentTitle
Base Compensation Filing Org105293BaseCompensationFilingOrg
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 Org105293TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

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 Transaction13604AmountOfTransaction
Description Of TransactionLegal servicesDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions41NumberOfContributions
Noncash Contribs Rptd F9901420757NoncashContribsRptdF990
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 (5 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 adraft copy of the Form 990 as prepared by the 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 the 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 Personnel 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 information is available upon request.

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