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COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS (EIN 22-3089640)
Tax period
2010-04-01 to 2011-03-31
Filed
2012-03-12
IRS object ID
201230739349301303
Schema version
2010v3.4
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)
Timestamp2012-03-12T16:37:16-07:00Timestamp
Tax Period End Date2011-03-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-04-01TaxPeriodBeginDate

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)
NameRonald AncrumName
TitlePresidentTitle
Phone4137322858Phone
Date Signed2012-02-15DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRon AncrumNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11500 Main Street Suite 2300AddressLine1
CitySpringfieldCity
StateMAState
ZIP Code01115ZIPCode
FieldValueIRS element (for citing)
Gross Receipts6432109GrossReceipts
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 Body23NbrVotingMembersGoverningBody
Nbr Independent Voting Members23NbrIndependentVotingMembers
Total Nbr Employees14TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year6478013ContributionsGrantsPriorYear
Contributions Grants Current Year4961007ContributionsGrantsCurrentYear
Program Service Revenue Prior Year294160ProgramServiceRevenuePriorYear
Program Service Revenue CY297060ProgramServiceRevenueCY
Investment Income Prior Year1468016InvestmentIncomePriorYear
Investment Income Current Year1552887InvestmentIncomeCurrentYear
Other Revenue Prior Year21299OtherRevenuePriorYear
Other Revenue Current Year-378845OtherRevenueCurrentYear
Total Revenue Prior Year8261488TotalRevenuePriorYear
Total Revenue Current Year6432109TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year6947245GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY7847328GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year910238SalariesEtcPriorYear
Salaries Etc Current Year962061SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year317333TotalFundrsngExpCurrentYear
Other Expense Prior Year545209OtherExpensePriorYear
Other Expenses Current Year514275OtherExpensesCurrentYear
Total Expenses Prior Year8402692TotalExpensesPriorYear
Total Expenses Current Year9323664TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-141204RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-2891555RevenuesLessExpensesCY
Total Assets BOY89075471TotalAssetsBOY
Total Assets EOY94683487TotalAssetsEOY
Total Liabilities BOY7780703TotalLiabilitiesBOY
Total Liabilities EOY8265775TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY81294768NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY86417712NetAssetsOrFundBalancesEOY
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
Expense6446700Expense
Grants5946266Grants
Revenue296239Revenue
DescriptionGrants Program-Competitive grant program and designated grant administered to benefit residents of the 3 counties served, approximately 400 projects funded through this process. Donor advised grants to public charities, approximately 1100 grants made.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense2206332Expense
Grants1901062Grants
Revenue821Revenue
DescriptionCommunity Scholarship Program- Provides a centralized application process for scholarships and loans to benefit residents of Western Massachusetts. Awards made based on applicant's financial need, academic merit, response to questions and extra ciricular activities in accordance with the individual fund termsDescription
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 Expense8653032TotalProgramServiceExpense
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 Rltnshp1OfficerEntityWithBsnssRltnshp
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 With109626NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees14NumberOfEmployees
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
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members23NbrVotingGoverningBodyMembers
Number Independent Voting Members23NumberIndependentVotingMembers
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 PersonRonald AncrumNamePerson
Telephone Number4137322858TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11500 Main StAddressLine1
CitySpringfieldCity
StateMAState
ZIP Code01115ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployee
Stephen A Davis
Foundation Trustee1X000
Irene Rodriguez Martin
Foundation Trustee1X000
Ruth Constantine
Foundation Trustee1X000
Peter Daboul
Foundation Trustee1X000
Michael Fritz
Foundation Trustee1X000
Sonia M Nieto
Foundation Trustee1X000
Mary Ellen Scott
Foundation Trustee1X000
Richard B Steele Jr
Foundation Trustee1X000
Margaret F Woods
Foundation Trustee1X000
Willie Hill
Foundation Trustee1X000
Isolda OrtegaBustamante
Foundation Trustee1X000
Robert Pura
Foundation Trustee1X000
James OS Morton
Foundation Trustee1X000
Amy Jamrog
Foundation Trustee1X000
Dana R Barrows
Foundation Trustee1X000
Ralph Tate
Foundation Trustee1X000
Timothy S Rice
Foundation Trustee1X000
Sanford Belden
Foundation Trustee1X000
Dianne Fuller Doherty
Foundation Trustee1X000
Sue LoBello
Foundation Trustee1X000
Steven Mitus
Foundation Trustee1X000
Jay Primack
Foundation Trustee1X000
George Keady
Foundation Trustee1X000
Ron Ancrum
President401491730149173X
FieldValueIRS element (for citing)
Total Reportable Comp From Org149173TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation149173TotalOtherCompensation
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
Compensation239000Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events0FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants0GovernmentGrants
All Other Contributions4961007AllOtherContributions
Noncash Contributions954624NoncashContributions
Total Contributions4961007TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionAdministrative RevenueDescription
Business Code561000BusinessCode
Total Revenue Column297060TotalRevenueColumn
Related Or Exempt Function Income297060RelatedOrExemptFunctionIncome
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 Revenue297060TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1552887TotalRevenueColumn
Related Or Exempt Function Income1552887RelatedOrExemptFunctionIncome
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 Int AgreementsDescription
Business Code900099BusinessCode
Total Revenue Column-378845TotalRevenueColumn
Related Or Exempt Function Income-378845RelatedOrExemptFunctionIncome
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-378845TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column6432109TotalRevenueColumn
Related Or Exempt Function Income1471102RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total7847328Total
Program Services7847328ProgramServices

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)
Total140938Total
Program Services87382ProgramServices
Management And General19731ManagementAndGeneral
Fundraising33825Fundraising

Comp Disqual Persons CompDisqualPersons

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

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total627074Total
Program Services388787ProgramServices
Management And General87790ManagementAndGeneral
Fundraising150497Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total56940Total
Program Services35303ProgramServices
Management And General7971ManagementAndGeneral
Fundraising13666Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total76816Total
Program Services47626ProgramServices
Management And General10754ManagementAndGeneral
Fundraising18436Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total60293Total
Program Services37382ProgramServices
Management And General8441ManagementAndGeneral
Fundraising14470Fundraising

Fees For Services Management FeesForServicesManagement

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

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total16543Total
Program Services10257ProgramServices
Management And General2316ManagementAndGeneral
Fundraising3970Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total30967Total
Program Services19200ProgramServices
Management And General4335ManagementAndGeneral
Fundraising7432Fundraising

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)
Total164975Total
Program Services12400ProgramServices
Management And General147775ManagementAndGeneral
Fundraising4800Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total8569Total
Program Services5312ProgramServices
Management And General1200ManagementAndGeneral
Fundraising2057Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3550Total
Program Services2201ProgramServices
Management And General497ManagementAndGeneral
Fundraising852Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total76503Total
Program Services45907ProgramServices
Management And General12901ManagementAndGeneral
Fundraising17695Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total37116Total
Program Services23088ProgramServices
Management And General5168ManagementAndGeneral
Fundraising8860Fundraising

Royalties Royalties

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

Occupancy Occupancy

FieldValueIRS element (for citing)
Total88370Total
Program Services38383ProgramServices
Management And General30046ManagementAndGeneral
Fundraising19941Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total10738Total
Program Services6658ProgramServices
Management And General1503ManagementAndGeneral
Fundraising2577Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

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

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total28500Total
Program Services17670ProgramServices
Management And General3990ManagementAndGeneral
Fundraising6840Fundraising

Interest Interest

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

Payments To Affiliates PaymentsToAffiliates

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

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total10493Total
Program Services4617ProgramServices
Management And General3568ManagementAndGeneral
Fundraising2308Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total10802Total
Program Services6698ProgramServices
Management And General1512ManagementAndGeneral
Fundraising2592Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionPublicationsDescription
Total27149Total
Program Services16833ProgramServices
Management And General3801ManagementAndGeneral
Fundraising6515Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total9323664Total
Program Services8653032ProgramServices
Management And General353299ManagementAndGeneral
Fundraising317333Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY486392BOY
EOY551903EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2728805BOY
EOY1557070EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY340609BOY
EOY245473EOY

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)
BOY3238919BOY
EOY3266847EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY28243BOY
EOY29453EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis136337LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec121115LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY19843BOY
EOY15222EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY73230389BOY
EOY67369211EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY9002271BOY
EOY21648308EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY89075471BOY
EOY94683487EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY40534BOY
EOY28631EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY7740169BOY
EOY8237144EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY7780703BOY
EOY8265775EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY24860931BOY
EOY25946772EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY51742908BOY
EOY55780011EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4690929BOY
EOY4690929EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY81294768BOY
EOY86417712EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY89075471BOY
EOY94683487EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-2891555ReconcilationRevenueExpenses
Reconcilation Other Changes8014499ReconcilationOtherChanges
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 Years8599713CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8923706CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7449442CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8210442CurrentTaxYearMinus1Year
Current Tax Year6748013CurrentTaxYear
Total39931316Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year0CurrentTaxYear
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year0CurrentTaxYear
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8599713CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8923706CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7449442CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8210442CurrentTaxYearMinus1Year
Current Tax Year6748013CurrentTaxYear
Total39931316Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total5844068AmountsSubstContributorsTotal
Public Support Total17034087248PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2928711CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3288281CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2929506CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1829131CurrentTaxYearMinus1Year
Current Tax Year1468016CurrentTaxYear
Total12443645Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year0CurrentTaxYear
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year0CurrentTaxYear
Total0Total
FieldValueIRS element (for citing)
Total Support52374961TotalSupport
Gross Receipts From Admissions Etc0GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.65083PublicSupportPertcentage170
Public Support Pertcent Prior Year0.75405PublicSupportPertcentPriorYear
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 Held252NumberDAFsHeld
Number Funds Held283NumberFundsHeld
Donor Advised Contributions3465941DonorAdvisedContributions
Contrib To Funds And Other Accounts1495066ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds4748455GrantsPaidFromDonorFunds
Grants Funds And Other Accounts3098873GrantsFundsAndOtherAccounts
Aggregate DAF Value24079059AggregateDAFValue
Aggregate Fund Value62338653AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance57891223BeginningOfYearBalance
Contributions865847Contributions
Investment Earnings Or Losses7004092InvestmentEarningsOrLosses
Grants Or Scholarships-2727138GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses-774908AdministrativeExpenses
End Of Year Balance69263208EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance43674099BeginningOfYearBalance
Contributions2457947Contributions
Investment Earnings Or Losses8619135InvestmentEarningsOrLosses
Grants Or Scholarships-2400667GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses-739375AdministrativeExpenses
End Of Year Balance57891223EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance60086713BeginningOfYearBalance
Contributions3582298Contributions
Investment Earnings Or Losses-23034556InvestmentEarningsOrLosses
Grants Or Scholarships-2329605GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses-710039AdministrativeExpenses
End Of Year Balance43674099EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.79BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.09PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.12TermEndowmentEOYBalance
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 Basis136337InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation121115Depreciation
Book Value15222BookValue

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 Buildings15222TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value0BookValue

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value318903BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionAlternative InvestmentsDescription
Book Value21329405BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities21648308TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Liablity under unitrust agreements$2,771,777
Agency Funds$5,465,367
FieldValueIRS element (for citing)
Total Of Amounts8237144TotalOfAmounts
Total Revenue6432109TotalRevenue
Total Expenses9323664TotalExpenses
Excess Or Deficit For Year-2891555ExcessOrDeficitForYear
Net Unrealized GL On Investments8014499NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other$0OtherAmount
Total Adjustments8014499TotalAdjustments
Excess Or Deficit Per FS5122944ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt14446608TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments8014499NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues0OtherRevenues
Revenue Not Rptd F9908014499RevenueNotRptdF990
Revenue Subtotal6432109RevenueSubtotal
Investment Expenses Not Included0InvestmentExpensesNotIncluded
Other Revenues Not Included0OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9906432109TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt9323664TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included0OtherExpensesIncluded
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal9323664ExpensesSubtotal
Investment Expenses Not Included20InvestmentExpensesNotIncluded2
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9909323664TotalExpensesPerForm990

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 (251 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrant
110 Inc
16 Lafayette StWakefieldMA01880260748008501c362080cashGeneral Health
Action Against Hunger USA
247 W 37th St 10th FlrNew YorkNY10018133327008501c3100000cashFood Nutrition
Action CTr for College Educ Serv
31 St James AveBostonMA02116043564307501c3100000cashCommunity Engagement Program
Albany College of Pharmacy
106 New Scotland AveAlbanyNY12208141423008501c380000cashScholarship
Amateur Ath Union USPlayaz NE
330 Whitney AveHolyokeMA01040271867008501c3279000cashRecreation
American Cancer Society Inc
PO Box 720366Oklahoma CityOK73162131788008501c3110030cashHealth
American International College
1000 State StSpfldMA01109042103701501c31205000cashScholarship
Amer Red Cross Pioneer Valley
506 Cottage StSpfldMA01104530197008501c3170000cashHuman Services
Barnard College
3009 BRdwayNew YorkNY10027131628008501c375000cashScholarship
Bay Path College
588 Longmeadow StLongmeadowMA01106042103865501c3160000cashEducation
Bay Path College
588 Longmeadow StLongmeadowMA01106042103865501c3438750cashScholarship
Baystate Health Foundation Inc
280 Chestnut St 6th FloorSpfldMA01199043549011501c32139100cashHuman Services
Bentley University
175 Forest StWalthamMA02452041081650501c3220000cashScholarship
Berkshire Children and Fam
480 West StPittsfieldMA01201042226238501c3726150cashHuman Services
Boston College
140 Commonwealth AveChestnut HillMA02467042103545501c380000cashScholarships
Boston University
881 Commonwealth AveBostonMA02215042103547501c3191000cashScholarships
Boy Scouts of Amer Natl Council
249 Exchange StChicopeeMA01086042103742501c351000cashHuman Services
Boys Girls Club of Gtr Westfield
28 West Silver StWestfieldMA01086042464259501c3572000cashWestfield Family Support
Bridgewater State College
Tillinghast HallBridgewaterMA02325043010428501c3238000cashScholarship
Brightside Inc
2112 Riverdale StW SpfldMA01089042182395501c3451000cashHuman Services
Bryant University
1150 Douglas PikeSmithfieldRI02917050258810501c3170000cashScholarship
Bureau for Exceptional Children
537 Northampton StHolyokeMA01041237229008501c351000cashHuman Services
Cancer Connection Inc
PO Box 60452FloreanceMA01062043493483501c3212500cashGeneral Health
Cardinal Newman High School Inc
512 Spencer DrW Palm BeachFL33409590938008501c3750000cashEducation
Carson Ctr for Human Services Inc
20 BRd StWestfieldMA01085042316498501c3330000cashHuman Services
Cathedral High School
260 Surrey RdSpfldMA01118042262360501c3659150cashEducation
Catholic Relief Services Inc
228 West Lexington StBaltimoreMD21201135563008501c3100000cashHuman Services
Catholic Schools Foundation Inc
260 Franklin StBostonMA02110222486008501c3100000cashInner City Scholarship Fund
Ctr for Ecological Technology Inc
112 Elm StPittsfieldMA01201042611726501c370000cashReStore
Ctr for Human Development Inc
332 Birnie AveSpfldMA01107042503926501c373500cashHuman Services
Ctr for New Americans
42 Gothic StNorthamptonMA01060043224215501c3250000cashAlumni Engagement Initiative
Central Conn State University
1615 Stanley StNew BritainCT06050061303381501c360000cashScholarship
Childrens Chorus of Spfld
55 Ellendale CircleSpfldMA01128261149740501c3150000cashHuman Services
City of Spfld
36 Court StSpfldMA01128046001393501c3259000cashOld First Church Distribution
Clarke School for the Deaf
47 Round Hill RdNorthamptonMA01060042104008501c390000cashEducation
Collaborative for Educational Ser
97 Hawley StNorthamptonMA01060042562893501c380000cashHuman Services
College of Our Lady of the Elms
291 Spfld StChicopeeMA01013042225850501c3903000cashScholarship
Columbia University
1130 Amsterdam AveNew YorkNY10027135598008501c370000cashScholarship
Commonwealth Ctr for Change
126 Main StNorthamptonMA01060208594008501c353000cashValley Time Trade
Commonwealth Opera Inc
4 Old South StNorthamptonMA01060042631527501c397760cashArts
Community Action of the Franklin
393 Main StGreenfieldMA01301042384972501c31703700cashConnecting Through Literacy
Com Adolescent Resource and Ed
247 Cabot StHolyokeMA01040042962882501c3770000cashEducation
Community Music School of Spfld
127 State StSpfldMA01103222501008501c3528310cashArts Culture
Community United Way of PV
184 Mill StSpfldMA01102042152680501c3218340cashHuman Services
Community YMCA Greenfield
451 Main StGreenfieldMA01301042149363501c33551500cashHuman Services
Congregational Church of Holland
11 Sturbridge RdHollandMA01521043069643501c369000cashReligious
Conn Aeronautical Historical Assoc
36 Perimeter RdWindsor LocksCT06096066069083501c360000cashSOAR for Science
Cooley Dickinson Hosp Hlth Care
30 Locust StNorthamptonMA01060042103561501c3641000cashGeneral Health
Coop Development Institute
PO Box 422ShelburneFallsMA01370043241596501c3250000cashOld Creamery Coop
Cooperative Fund of New Eng
PO Box 3413AmherstMA01004030264092501c3105000cashCommunity Imprv
Cornell University
PO Box 223623PittsburghPA15251150532008501c357500cashCollegeUniv
Crim Just Org of the Hamp Cty Sheriff
627 Randall RdLudlowMA01056043278911501c3100000cashHuman Services
Dakin PV Humane Society
PO Box 6307SpfldMA01101205319008501c3169330cashAnimal Related
Dana Farber Cancer Institute Inc
10 Brookline Pl WestBrooklineMA02445042263040501c379500cashGeneral Health
Daniel Webster College
20 University DrNahuaNH03063020268011501c370000cashScholarship
DartmouthHitchcock Medical Ctr
1 Medical Ctr DrLebanonNH03756222715008501c3200000cashEducation
Delaware Valley College
700 East Butler AveDoylestownPA18901231353008501c364000cashScholarship
Doctors Without Borders USA Inc
333 Seventh AveNew YorkNY10001133433008501c384500cashGeneral Health
Drama Studio Inc
PO Box 80892SpfldMA01138222823008501c364500cashArts Culture
East Long Scholarship Foundation
PO Box 66East LongmeadowMA01028042592638501c3286500cashEducation
Emmanuel College
400 The FenwayBostonMA02115042105769501c3100000cashScholarship
Enchanted Circle Inc
4 Open Square WayHolyokeMA01040042685213501c3275000cashTheater Arts Core
Fairfield University
PO Box 762FairfieldCT06430060646623501c3120000cashScholarship
Feeding Hills Cong Church
21 North Westfield StFeeding HillsMA01030042311639501c3110030cashReligious Church
First Church of Christ in Long
763 Longmeadow StLongmeadowMA01106042104075501c364900cashReligious Church
First Cong Church of S Hadley
One Church StSouth HadleyMA01075042115501501c3105000cashReligious Church
Fitchburg State College
160 Pearl StFitchburgMA01420046002284501c3179500cashScholarship
FOCUS Alternative Learning Ctr Inc
126 Dowd AveCantonCT06019311725008501c3100000cashEducation
Franklin Area Survival Ctr Inc
96 Fourth StTurners FallsMA01376042776526501c380000cashHuman Services
Franklin Cty Comm Development
324 Wells StGreenfieldMA01301042678309501c3320000cashHuman Services
Franklin Cty Comm Meals Program
PO Box 172GreenfieldMA01302223027008501c360000cashGCC Food Pantry
Franklin Cty DIALSELF Inc
21 Abbott StGreenfieldMA01301042619617501c3140000cashTeenHousing
Franklin Cty Home Care Corp
330 Montague City RdTurners FallsMA01376042542539501c3100000cashHuman Services
Franklin Land Trust Inc
36 State StShelburneFallsMA01370222744008501c3126000cashEnvironmental
Franklin Pierce College
40 University DrRindgeNH03461020263136501c3150000cashCollege Univ
Friends of Children Inc
320 Riverside DrNorthamptonMA01062222952008501c3295000cashHuman Services
Frnds of Holyoke Council on Aging
310 Appleton StHolyokeMA01040010910861501c352500cashHolyoke Senior Ctr Bldg
Friends of the Homeless Inc
755 Worthington StSpfldMA01105222787008501c34219340cashHousing
Girls Incorporated of Holyoke
6 Open Square WayHolyokeMA01040042748244501c3170000cashEducation
Gray House Inc
22 Sheldon StSpfldMA01107042783515501c360000cashHuman Services
Grtr Spfld Habitat for Humanity
104 Memorial AveWest SpfldMA01089042970982501c3101000cashHousing
Greater Spfld Senior Services
66 Industry AveSpfldMA01104042510895501c3111000cashHuman Services
Green Northampton
102 Bancroft RdNorthamptonMA01060262639008501c3159700cashEnvironmental
Greenfield Community College
One College DrGreenfieldMA01301237090085501c3206600cashScholarship
Greenfield Comm College Found
270 Main StGreenfieldMA01301042449856501c3939500cashCollege Univ
Grow Food Northampton
PO Box 849NorthamptonMA01061010959428501c3486000cashNorthampton Community Farm
Hampshire Comm United Way
71 King StNorthamptonMA01061042104792501c3277360cashHuman Services
Hampshire Cty Jail
205 Rocky Hill RdNorthamptonMA01061046002284501c3141000cashHuman Services
Hampshire Regional YMCA
286 Prospect StNorthamptonMA01060042105887501c3181220cashHuman Services
Heath Agricultural Society Inc
PO Box 10HeathMA01346042607187501c5 La154000cashAgriculture
Heath Historical Society Inc
PO Box 698HeathMA01346042607722501c3100000cashHistoric Restoration
Hillel Found for Jewish Campus
388 N Pleasant StAmherstMA01002043110103501c352500cashReligious Church
Hilltown Community Develop
PO Box 17ChesterfieldMA01012042741009501c380000cashEducation
Hispanic Resources Inc
425 Union St Suite C7West SpfldMA01089042939018501c365000cashArts Culture
Hitchcock Ctr Inc
525 South Pleasant StAmherstMA01002042487748501c3250000cashEducation
Holyoke Catholic High School
134 Spfld StChicopeeMA01013042315532501c3300000cashEducation
Holyoke Chic Spfld Head Start
30 Madison AveSpfldMA01105042466767501c3473000cashEducation
Holyoke Community College
303 Homestead AveHolyokeMA01040042719849501c3472120cashScholarship
Holyoke Comm College Found
303 Homestead AveHolyokeMA01040237182008501c3162000cashEducation
Holyoke Comm Land Trust Inc
225 Main StHolyokeMA01040043085298501c375000cashMerger Support Project
Holyoke Public Library Corp
230 Maple StHolyokeMA01040046002895501c3255000cashEducation
Holyoke YMCA
171 Pine StHolyokeMA01040042192693501c351000cashYouth Developmnt
Homework House Inc
54 North Summer StHolyokeMA01040562667008501c390000cashEducation
Hospice of Franklin Cty Inc
329 Conway St Suite 2GreenfieldMA01301201612008501c3100000cashGeneral Health
Human Resources Unlimited
120 Maple St Suite 400SpfldMA01103237083008501c3175000cashHuman Services
Intntl Rescue Committee Inc
122 East 42nd StWashingtonDC20090135661008501c3160000cashHuman Services
Jefferson Comm College Found
1220 Coffeen StWatertownNY13601237009906501c360000cashCollege Univ
Jewish Federation of W Mass
1160 Dickinson StSpfldMA01108042127023501c361000cashReligious Church
Johnson and Wales Univy at Prov
8 Abbott Park PlaceProvidenceRI02903050306206501c3100000cashScholarship
Johnson Memorial Hospital
201 Chestnut Hill RdStafford SpringsCT06076060646696501c3100000cashGeneral Health
Karuna Ctr for PeaceBldg Inc
447 West StAmherstMA01002043437359501c354000cashCommunity Imprv
Kestrel Trust
PO Box 1016AmherstMA01004046243236501c3107000cashEnvironmental
L John Schinelli Renal Assist Fd
999 River RdAgawamMA01001200995008501c3100000cashGeneral Health
Lesley University
29 Everett StCambridgeMA02138042103589501c360000cashScholarship
Lets Get Ready Inc
50 BRdwayNew YorkNY10004311698832501c3100000cashHuman Services
Lilly Library Assoc
19 Meadow StFloreanceMA01062042116611501c351000cashEducation
Long Educational Excellence
58 Clairmont StLongmeadowMA01106043582887501c362480cashEducation
MAB Community Services Inc
200 Ivy StBrooklineMA02446042109859501c365000cashHuman Services
Maine Public BRdcasting Corp
1450 Lisbon StLewistonME04240223172008501c3100000cashEducation
Marol Academy
3123 Cardiff AveLos AngelesCA90034261343008501c3100000cashEducation
Mary Lyon Education Fund Inc
PO Box 184ShelburneFallsMA01370223113008501c3159460cashEducation
Mass Mentoring Partnership Inc
105 Chauncy StBostonMA02111223208008501c370000cashWestern MA Mentoring Expansion
Mass Adoption Resource
45 Franklin StBostonMA02110042227431501c376000cashHuman Services
Mass Audubon Society Inc
208 South Great RdLincolnMA01773042104702501c3156030cashEnvironmental
Mass College of Liberal Arts
357 Church StN AdamsMA02147042660810501c3171500cashScholarship
Mass College of Pharmacy
179 Longwood AveBostonMA02115042104700501c3125000cashScholarship
Mass Institute of Technology
77 Mass AveCambridgeMA02139042103594501c390000cashScholarship
Mercy Hospital Inc
271 Carew StSpfldMA01102043398280501c3260000cashGeneral Health
Michael E Smith End for Ed Excel
1 Silverwood TerraceS HadleyMA01075043558819501c3200000cashEducation
Montague Cath Social Ministries
4143 Third StTurners FallsMA01376043274078501c380000cashVecina A Vecina
Mount Holyoke College
50 College StS HadleyMA01075042103578501c3183000cashCollege Univ
Mount Holyoke College
50 College StS HadleyMA01075042103578501c3220000cashScholarship
Movin with the Spirit Inc
PO Box 238ColumbiaCT06237061579880501c3200000cashMission Haiti
Natl Conf for Comm and Justice CT WMASS
1095 Day Hill RdWindsor LocksCT06095141938008501c3110000cashAnnual Fund
Natl Guild for Comm Arts Educ
520 8th AveNew YorkNY10018136161008501c3100000cashArts Culture
National Multiple Sclerosis Society
101A First Ave Suite 6WalthamMA02451042178884501c3150000cashGeneral Health
National Priorities Project
243 King StNorthamptonMA01060043070112501c375000cashCommunity Imprv
New England Baptist Hospital
125 Parker Hill AveBostonMA02120042103612501c3110000cashGeneral Health
New England School of Law
154 Stuart StBostonMA02116042152671501c380000cashScholarship
New England Wild Flower Society
180 Hemenway RdFraminghamMA01701042104768501c385000cashEnvironmental
New Pond Foundation Inc
101 Marchant RdW ReddingCT06896061110833501c3100000cashEnvironmental
New York University
25 West 4th StNew YorkNY10012135562308501c353000cashScholarship
Nichols College
Ctr Rd P O Box 5000DudleyMA01571042104778501c3110000cashScholarship
Noble Health Systems Inc
115 West Silver StWestfieldMA01086042131755501c3320000cashGeneral Health
Northampton Education Found Inc
Po Box 44NorthamptonMA01061043157289501c3126000cashEducation
Northampton Survival Ctr Inc
265 Prospect StNorthamptonMA01060042774166501c3370000cashFood Nutrition
Northeastern University
360 Huntington AveBostonMA02115041679980501c3457000cashScholarship
Northfield Mount Hermon School
One Lamplighter WayMt HermonMA01354042109865501c3250000cashPrivate School
Open Field Foun Bramble Hill Farm
593 South Pleasant StAmherstMA01002043313646501c3150000cashAgriculture
OxfamAmerica Inc
226 Causeway StBostonMA02114237069110501c391000cashHuman Services
Pathfinder International
9 Galen StWatertownMA02472530235008501c3200000cashGeneral Health
Peace Development Fund Inc
44 North Prospect StAmherstMA01004042738794501c372500cashCommunity Imprv
Physicians for Human Rights
Two Arrow StCambridgeMA02138222488008501c3125000cashHuman Services
Pioneer Valley Assembly of God
63 Old Chester RdHuntingtonMA01050042502941501c3100000cashHandicap Access Ramp
PV Habitat for Humanity
140 Pine St Room 9FloreanceMA01060043049506501c3175000cashHousing
Pioneer Valley Project Inc
235 Eastern AveSpfldMA01109043343623501c3100000cashCommunity Imprv
Planned Parenthood Lg of Mass
1055 Commonwealth AveBostonMA02215042698497501c387500cashGeneral Health
Preschool Enrichment Team Inc
293 Bridge StSpfldMA01103042790929501c3500000cashQuest Program
Providence College
549 River AveProvidenceRI02918050258932501c3104000cashScholarship
Public Higher Ed Network of Mass
PO Box 2281AmherstMA01004262005008501c372000cashEducation
Quinnipiac University
275 Mount Carmel AveHamdenCT06518060646701501c3120000cashScholarship
Quinnipiac University
276 Mount Carmel AveHamdenCT06519060646701501c3165000cashScholarship
Reach Out and Read Inc
56 Roland St Suite 100DBostonMA02129043481253501c3195000cashSpfld Mentoring Program
Reg Employ Board of Hampden Cty
1441 Main StSpfldMA01103222489896501c3190000cashHuman Services
Rensselaer Polytechnic Institute
110 Eight StTroyNY12180141340095501c360000cashScholarship
RFK Childrens Action Corp
11 Beacon StBostonMA02108042572988501c3100000cashHuman Services
Roca Inc
101 Park StChelseaMA02150223224008501c3280000cashHuman Services
Roman Catholic Diocese of Spfld
65 Elliot StSpfldMA01101043437398501c359000cashReligious Church
Safe Passage Inc
43 Ctr StNorthamptonMA01060042690131501c3188000cashHuman Services
Saint Joseph College
1678 Asylum AveW HartfordCT06117060646829501c3190000cashScholarship
Saint Michaels College
One Winooski ParkColchesterVT05439030179403501c370000cashScholarship
Schools for Sudan
551 South Randall AveMadisonWI53715383707008501c3100000cashEducation
Simmons College
300 The FenwayBostonMA02115042103629501c3128500cashScholarship
Smith Cole Sch of Social Work
Lily HallNorthamptonMA01063041843040501c380000cashScholarship
Smith Voc and Agricultural HS
80 Locust StNorthamptonMA01060046001406501c379000cashScholarships
Snow Farm The N E Craft
5 Clary RdWilliamsburgMA01096063547767501c3140000cashScholarship
S Middlesex Opportunity Council
300 Howard StFraminghamMA01702042389659501c3100000cashHuman Services
SE Asia Development Prog Inc
36 Pondview DrAmherstMA01002043237647501c3101000cashHuman Services
S Connecticut State University
501 Crescent StNew HavenCT06515061363115501c3120000cashScholarship
Spirit In Action
274 North StBelchertownMA01007383655528501c3500000cashCommunity Imprv
Spring of Hope Ch God in Christ
35 Alden StSpfldMA01109621242008501c3100000cashHuman Services
Spfld Boys Girls Club Inc
481 Carew StSpfldMA01104041858620501c3189180cashYouth Developmnt
Spfld College
263 Alden StSpfldMA01109042104329501c3298000cashScholarship
Spfld College
263 Alden StSpfldMA01109042104329501c3100000cashCollege univ
Spfld Library and Museums Assoc
21 Edwards StSpfldMA01103046002239501c3606640cashArts Culture
Spfld Rescue Mission Inc
PO box 9045SpfldMA01102521048008501c3262030cashHuman Services
Spfld Symphony Orchestra
1350 Main St Suite 12SpfldMA01103042210746501c3427600cashArts Culture
Spfld Tech Community College
One Armory SquareSpfldMA01101042444774501c3582750cashScholarship
Spfld VACA Inc
433 Belmont AveSpfldMA01108043239763501c3100000cashFamily Empowerment Program
St Andrews Hospital
6 St Andrews LaneBoothbay HarborME04538010153960501c3100000cashGeneral Health
St Elizabeth Ann Seton Parish
3 Elm StNorthamptonMA01060043437398501c351000cashReligious Church
St Johns Lutheran Church
60 BRd StWestfieldMA01085042381428501c3144860cashReligious Church
St Patrick Parish
30 Main StS HadleyMA01075042106777501c370000cashReligious Church
St Stanislaus School
534 Front StChicopeeMA01013042111408501c3100000cashEducation
Stanley Park of Westfield Inc
PO Box 1191WestfieldMA01086042131404501 c3P145030cashArts Culture
Stavros Ctr for Independent Living
PO Box 2130AmherstMA01004510172014501c3100000cashHome Sweet Home Program
Suffolk University
41 Temple StBostonMA02114042133255501c370000cashScholarship
Suffolk University School of Law
120 Tremont StBostonMA02108042133255501c3100000cashScholarship
Survival Ctrs Inc
1200 North Pleasant StN AmherstMA01059042698462501c31015500cashHuman Services
Temple University
1803 North BRd StPhiladelphiaPA19122231366008501c3125000cashScholarship
Assoc For Community Living
One Carando DrSpfldMA01104042210685501c31344270cashHuman Services
The Food Bank of Western Mass
97 North Hatfield RdHatfieldMA01038042751023501c31052500cashFood Nutrition
Grammar Sch at Somersville Inc
41 School StSomersvilleCT06072042748113501c355000cashPrivate School
The Performance Project Inc
365 Bay StSpfldMA01109300158008501c360000cashArts Culture
The Salvation Army Divisional
170 Pearl StSpfldMA01040222406008501c31153500cashHuman Services
Shriners Hosp for Children Spfld
516 Carew StSpfldMA01104042121377501c3213770cashGeneral Health
Tilton Fund Inc
75 North Main StS DeerfieldMA01373046075146501c380000cashEducation
Top Floor Learning Inc
1455 North Main StPalmerMA01069200525008501c3300000cashEducation
Town of Agawam
36 Main StAgawamMA01001046001065501c3110030cashEducation
Town of Somers
600 Main StSomersvilleCT06071066002086501c390000cashHuman Services
Treehouse Foundation Inc
One Treehouse CircleEasthamptonMA01027223849008501c3580000cashYouth Developmnt
Trinity College
300 Summit StHarfordCT06106060646927501c370000cashScholarship
Trustees of Reservations
572 Essex StBeverlyMA01915042105780501c3602000cashEnvironmental
Trustees of the Smith College
College HallNorthamptonMA01063041843040501c370000cashScholarship
Trustees of Tufts College
Ballou HallMedfordMA02155042103634501c3219500cashScholarship
Union of Concerned Scientists Inc
Two Brattle SquareCambridgeMA02138042535767501c3153500cashEnvironmental
Unitarian Society of Northampton
220 Main StNorthamptonMA01060042160539501c3175480cashReligious Church
United ARC of Franklin and Hampshire
111 Summer StGreenfieldMA01301042267562501c3708000cashPositive Parenting Program in
US Naval Academy Foundation
291 Wood RdAnnapolisMD21402237004008501c3270000cashCollege Univ
United Way of Franklin Cty Inc
51 Davis StGreenfieldMA01301042212894501c3280000cashHuman Services
University of Connecticut
233 Glennbrook RdStorrsCT06269060772160501c31690000cashScholarship
University of Hartford
200 Bloomfield AveW HartfordCT06117060731360501c3567000cashScholarship
University of Kentucky
128 Funkhouser BldgLexingtonKY40506616001008501c363000cashScholarship
University of MaineFarmington
224 Main StFarmingtonME04938016000769501c370000cashScholarship
University of Mass
374 Whitmore Admin BldgAmherstMA01003043167352501c3121000cashEducation
University of Mass Amherst
255 Admin BldgAmherstMA01003043167352501c33251600cashScholarship
University of Mass Dartmouth
285 Old Westport RdN DartmouthMA02747043167352501c3185000cashScholarship
University of Mass Lowell
883 Broadway StLowellMA01854043167352501c355000cashScholarship
University of Vermont
85 South Prospect StBurlingtonVT05405030179440501c380000cashScholarship
Urban League of Spfld Inc
1 Federal StSpfldMA01105042133248501c3931500cashHuman Services
Valley Comm Development Corp
30 Market StNorthamptonMA01060222906008501c3108000cashCommunity Imprv
Valley Free Radio Inc
140 Pine StFloreanceMA01060203004008501c360000cashAdvancing the Free Air Waves
Vassar College
124 Raymond AvePoughkeepsieNY12604141339008501c3130000cashEducation
Wesleyan University
237 High StMiddletownCT06459060646959501c3154600cashScholarship
W Mass Council Inc Boy Scouts
249 Exchange StChicopeeMA01013042104279501c31256240cashYouth Developmnt
Western Mass Regional Library
PO Box 609S DeerfieldMA01373042738891501c3114820cashEducation
Western New England College
1215 Wilbraham RdSpfldMA01119042108376501c31304500cashscholarship
Western New England College
1216 Wilbraham RdSpfldMA01120042108376501c3126600cashCollege Univ
Westfield Athenaeum
6 Elm StWestfieldMA01085046004372501c3176000cashEducation
Westfield State Univesity
577 Western AveWestfieldMA01086043062617501c31000000cashScholarship
Weston Rehabilitation Assoc Inc
28 Lower Westfield RdHolyokeMA01040043162894501c3100000cashRehabilitation and Recovery
WFCR Foundation Inc
131 Cty CircleAmherstMA01003046130523501c3330350cashArts Culture
WGBH Educational Foundation
44 Hampden StSpfldMA01103042104397501c3609500cashEducation
Whole Children Inc
41 Russell StHadleyMA01035200657008501c3100000cashDisability
Wilbraham Monson Academy
423 Main StWilbrahamMA01095042105838501c3803000cashPrivate School
Williston Northampton School
19 Payson AveEasthamptonMA01027041975990501c3160000cashPrivate School
Womanshelter Companeras Inc
PO Box 1099HolyokeMA01041042716766501c375000cashHuman Services
Womens Fund of Western Mass
116 Pleasant StEasthamptonMA01027043342411501c3857070cashCommunity Imprv
Worcester Polytechnic Institute
100 Institute RdWorcesterMA01609042121659501c3204000cashScholarship
YMCA of Greater Spfld
275 Chestnut StSpfldMA01104041859893501c3134500cashHuman Services
Youth Action Coalition Inc
256 North Pleasant StAmherstMA01004043070456501c3136000cashArts for Change
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants251TotalNbrOf501C3AndGovtGrants
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 Org149173BaseCompensationFilingOrg
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 Org149173TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org76202CompReportPrior990FilingOrg
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 responsible for determining the President's salary. All other salaries are reviewed and monitored by this committee with management input.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Robert Atkinson
Trustee Emeriti16543Legal services0
Michael J Riley
Employee1500On the Board of AIM Mutual0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions21NumberOfContributions
Noncash Contribs Rptd F990954624NoncashContribsRptdF990
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_L11aForm 990, Part VI, Section B, Line 11aMembers 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 his 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 990is made available to the Board of Trustees and then From 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 Committe 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 also available on the Foundation's website. All other information is available upon request.
F990_P11_S00_L05Form 990, Part XI, Line 5Unrealized gains 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

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierSchR_P01_S00_L00Identifier
Return ReferenceSchedule R, Part IReturnReference
ExplanationPart IV Line 33 CFWMC LLC Delaware for disposing gifts of real estate.Explanation