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COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS (EIN 22-3089640)
Tax period
2009-04-01 to 2010-03-31
Filed
2011-02-03
IRS object ID
201110349349301316
Schema version
2009v1.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-02-03T07:44:38-07:00Timestamp
Tax Period End Date2010-03-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2009-04-01TaxPeriodBeginDate

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 Signed2011-02-15DateSigned
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRonald 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 Receipts8261488GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
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 Body22NbrVotingMembersGoverningBody
Nbr Independent Voting Members22NbrIndependentVotingMembers
Total Nbr Employees14TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year8210442ContributionsGrantsPriorYear
Contributions Grants Current Year6478013ContributionsGrantsCurrentYear
Program Service Revenue Prior Year310863ProgramServiceRevenuePriorYear
Program Service Revenue CY294160ProgramServiceRevenueCY
Investment Income Prior Year1829131InvestmentIncomePriorYear
Investment Income Current Year1468016InvestmentIncomeCurrentYear
Other Revenue Prior Year-1127632OtherRevenuePriorYear
Other Revenue Current Year21299OtherRevenueCurrentYear
Total Revenue Prior Year9222804TotalRevenuePriorYear
Total Revenue Current Year8261488TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year7676115GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY6947245GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year942337SalariesEtcPriorYear
Salaries Etc Current Year910238SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year313867TotalFundrsngExpCurrentYear
Other Expense Prior Year623624OtherExpensePriorYear
Other Expenses Current Year545209OtherExpensesCurrentYear
Total Expenses Prior Year9242076TotalExpensesPriorYear
Total Expenses Current Year8402692TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-19272RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-141204RevenuesLessExpensesCY
Total Assets BOY69640730TotalAssetsBOY
Total Assets EOY89075471TotalAssetsEOY
Total Liabilities BOY5795891TotalLiabilitiesBOY
Total Liabilities EOY7780703TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY63844839NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY81294768NetAssetsOrFundBalancesEOY
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
Expense5524239Expense
Grants5029425Grants
Revenue293397Revenue
DescriptionGrants Program-Competitive grant program and designated grants administered to benefit residents of the 3 counties served. approximately 175 projects funded through this process. Donor advised grants to public charities made upon the recommendation of the fund advisor. approx 1100 grants madeDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense2218827Expense
Grants1917820Grants
Revenue763Revenue
DescriptionCommunity Scholarship Program-Provides a centralized application process for scholarships and loans to benefit residents of Western Massachusetts. Awards are made based on financial need, academic merit, personal comments and extra ciricular activities in accordance with the 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 Expense7743066TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
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 Required0ScheduleJRequired
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 Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109628NumberFormsTransmittedWith1096
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
Nbr Voting Governing Body Members22NbrVotingGoverningBodyMembers
Number Independent Voting Members22NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
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 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 (23 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployee
Stephen A Davis
Board Member1X000
Irene Rodriguez Martin
Board Member1X000
Ruth Constantine
Board Member1X000
Peter Daboul
Board Member1X000
Michael Fritz
Board Member1X000
Sonia M Nieto
Board Member1X000
Mary Ellen Scott
Board Member1X000
Richard B Steele Jr
Board Member1X000
Margaret F Woods
Board Member1X000
Willie Hill
Board Member1X000
Isolda OrtegaBustamante
Board Member1X000
Idali Torres
Board Member1X000
Elizabeth D Scheibel
Board Member1X000
James OS Morton
Board Member1X000
Dana R Barrows
Board Member1X000
Ralph Tate
Board Member1X000
Timothy S Rice
Board Member1X000
Sanford Belden
Board Member1X000
Dianne Fuller Doherty
Board Member1X000
Sue LoBello
Board Member1X000
Steven Mitus
Board Member1X000
Jay Primack
Board Member1X000
Ronald Ancrum
President407620200X
FieldValueIRS element (for citing)
Total Reportable Comp From Org76202TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
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
Compensation135550Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events0FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants0GovernmentGrants
All Other Contributions6478013AllOtherContributions
Noncash Contributions842571NoncashContributions
Total Contributions6478013TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionAdministration RevenueDescription
Business Code561000BusinessCode
Total Revenue Column294160TotalRevenueColumn
Related Or Exempt Function Income294160RelatedOrExemptFunctionIncome
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 Revenue294160TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1468016TotalRevenueColumn
Related Or Exempt Function Income1468016RelatedOrExemptFunctionIncome
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

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column21299TotalRevenueColumn
Related Or Exempt Function Income21299RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue21299TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column8261488TotalRevenueColumn
Related Or Exempt Function Income1783475RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total6947245Total
Program Services6947245ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total159535Total
Program Services98912ProgramServices
Management And General22335ManagementAndGeneral
Fundraising38288Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total558899Total
Program Services346517ProgramServices
Management And General78246ManagementAndGeneral
Fundraising134136Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total53267Total
Program Services33026ProgramServices
Management And General7457ManagementAndGeneral
Fundraising12784Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total79205Total
Program Services49107ProgramServices
Management And General11089ManagementAndGeneral
Fundraising19009Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total59332Total
Program Services36786ProgramServices
Management And General8306ManagementAndGeneral
Fundraising14240Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total6641Total
Program Services4117ProgramServices
Management And General930ManagementAndGeneral
Fundraising1594Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total38320Total
Program Services23758ProgramServices
Management And General5365ManagementAndGeneral
Fundraising9197Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total166003Total
Program Services16671ProgramServices
Management And General142282ManagementAndGeneral
Fundraising7050Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total21340Total
Program Services13230ProgramServices
Management And General2988ManagementAndGeneral
Fundraising5122Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3357Total
Program Services2081ProgramServices
Management And General470ManagementAndGeneral
Fundraising806Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total91485Total
Program Services57250ProgramServices
Management And General12613ManagementAndGeneral
Fundraising21622Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total42605Total
Program Services26415ProgramServices
Management And General5965ManagementAndGeneral
Fundraising10225Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total90414Total
Program Services39782ProgramServices
Management And General30741ManagementAndGeneral
Fundraising19891Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total8516Total
Program Services5280ProgramServices
Management And General1192ManagementAndGeneral
Fundraising2044Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total19187Total
Program Services11896ProgramServices
Management And General2686ManagementAndGeneral
Fundraising4605Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total14269Total
Program Services6279ProgramServices
Management And General4851ManagementAndGeneral
Fundraising3139Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total11061Total
Program Services4868ProgramServices
Management And General3761ManagementAndGeneral
Fundraising2432Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionPublicationsDescription
Total32011Total
Program Services19846ProgramServices
Management And General4482ManagementAndGeneral
Fundraising7683Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total8402692Total
Program Services7743066ProgramServices
Management And General345759ManagementAndGeneral
Fundraising313867Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY319002BOY
EOY486392EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3041317BOY
EOY2728805EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1190360BOY
EOY340609EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY3192985BOY
EOY3238919EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY26673BOY
EOY28243EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis130464LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec110621LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY16932BOY
EOY19843EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY53479654BOY
EOY73230389EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY8373807BOY
EOY9002271EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY69640730BOY
EOY89075471EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY45374BOY
EOY40534EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY5750517BOY
EOY7740169EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY5795891BOY
EOY7780703EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY19301779BOY
EOY24860931EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY39852656BOY
EOY51742908EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4690404BOY
EOY4690929EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY63844839BOY
EOY81294768EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY69640730BOY
EOY89075471EOY
FieldValueIRS element (for citing)
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 Years6178306CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8599713CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8923706CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7449442CurrentTaxYearMinus1Year
Current Tax Year8210442CurrentTaxYear
Total39361609Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6178306CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8599713CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8923706CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7449442CurrentTaxYearMinus1Year
Current Tax Year8210442CurrentTaxYear
Total39361609Total
FieldValueIRS element (for citing)
Public Support Total17039361609PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1862854CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2928711CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3288281CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2929506CurrentTaxYearMinus1Year
Current Tax Year1829131CurrentTaxYear
Total12838483Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Total0Total
FieldValueIRS element (for citing)
Total Support52200092TotalSupport
Public Support Pertcentage1700.75405PublicSupportPertcentage170
Public Support Pertcent Prior Year0.61171PublicSupportPertcentPriorYear
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 Held250NumberDAFsHeld
Number Funds Held286NumberFundsHeld
Donor Advised Contributions3051450DonorAdvisedContributions
Contrib To Funds And Other Accounts3426563ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds3534838GrantsPaidFromDonorFunds
Grants Funds And Other Accounts3412407GrantsFundsAndOtherAccounts
Aggregate DAF Value22731496AggregateDAFValue
Aggregate Fund Value58563272AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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 Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis130464OtherCostOrOtherBasis
Depreciation110621Depreciation
Book Value19843BookValue

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 Buildings19843TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value9002271BookValue
Method Of ValuationFMethodOfValuation

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Securities9002271TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Liability under unitrust agreements$2,709,293
Agency Funds$5,030,876
FieldValueIRS element (for citing)
Total Of Amounts7740169TotalOfAmounts
Total Revenue8261488TotalRevenue
Total Expenses8402692TotalExpenses
Excess Or Deficit For Year-141204ExcessOrDeficitForYear
Net Unrealized GL On Investments17591133NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other$0OtherAmount
Total Adjustments17591133TotalAdjustments
Excess Or Deficit Per FS17449929ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt25852621TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments17591133NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues0OtherRevenues
Revenue Not Rptd F99017591133RevenueNotRptdF990
Revenue Subtotal8261488RevenueSubtotal
Investment Expenses Not Included0InvestmentExpensesNotIncluded
Other Revenues Not Included0OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9908261488TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt8402692TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included0OtherExpensesIncluded
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal8402692ExpensesSubtotal
Investment Expenses Not Included20InvestmentExpensesNotIncluded2
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9908402692TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchD_P05_S00_L04Schedule D, Part V, Line 4Endowments 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.
SchD_P10_S00_L00Schedule D, Part X"Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition."

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (237 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
32 Byers Street Inc
5 Northampton AveSpfldMA01109043177977501c360000cashSupportive Services Critical
A Little Easier Rec Inc
43 High StN AndoverMA01845900140340501c380000cashThe Jacki InitiativeSuite 120
Albany Col of Pharmacy
106 New Scotland AveAlbanyNY12208141423161501c380000cashScholarship
Albertus Magnus Col
700 Propsect StNew HavenCT06511060646520501c370000cashScholarship
Amer Cancer Soc Inc
59 Bobala RdHolyokeMA01040131788491501c3269060cashHealth
Amer International Col
1000 State StSpfldMA01109042103701501c31141320cashScholarship
Amer Natl Red Cr PV
506 Cottage StSpfldMA01104530196605501c3360000cashLocal Disaster Serv
Annunc Roman Cath Ch
87 Beacon StFlorenceMA01062042223502501c354150cashReligious
Art Institute of Phil
1622 Chestnut StPhiladelphiaPA19103232107306For Profit70000cashScholarship
Arts Extension Inst Inc
100 Venture WayHadleyMA01035042592184501c380000cashArtist Business TrainSuite 201
Bay Path College
588 Longmeadow StLongMA01106042103865501c3256000cashEducation
Bay Path College
588 Longmeadow StLongMA01106042103865501c3430000cashScholarship
Bayst Health Found Inc
280 Chestnut StSpfldMA01199043549011501c3352200cashHealth
Bentley College
175 Forest StWalthamMA02452041081650501c370000cashScholarship
Berklee Col of Music
1140 Boylston StBostonMA02215042300472501c370000cashScholarship
Berkshire Child Families
480 West StPittsfieldMA01201042226238501c3664950cashHuman Service
Boston University
881 Commonwealth AveBostonMA02215042103547501c3273000cashScholarship
Bowdoin College
4100 College StationBrunswickME04011010215213501c3250000cashEducation
Boy Scts of Amer Natl C
249 Exchange StChicopeeMA01013042103742501c354150cashYouth
Boys Girls Club of Holy
70 Nick Cosmos WayHolyokeMA01041042103792501c389160cashHuman Service
Boys Girls Club of Wtfld
28 West Silver StWfieldMA01086042464259501c3592000cashHuman Service
Brandeis University
28 West Silver StWalthamMA02453560529940501c351000cashScholarship
Bridgewater State Col
Tillinghast HallBridgewaterMA02325043010428501c3102000cashScholarship
Bridgewater St Cole Fdn
131 Summer StBridgewaterMA02325222678005501c3150000cashEducation
Brightside Inc
2112 Riverdale StW SpfldMA01089042182395501c3104150cashHuman Service
Brown University
8 Fones AlleyProvidenceRI02912050258809501c352500cashEducation
Bryant University
1150 Douglas PikeSmithfieldRI02917050258810501c390000cashScholarship
Bureau for Exceptl Chld
537 Northampton StHolyokeMA01041237228632501c369150cashHuman Service
Carson Ctr for Hum Serv
20 BRd StWfieldMA01085042316498501c3350000cashKamp for Kids
Cathedral High School
260 Surrey RdSpfldMA01118042262360501c3420550cashEducation
Catholic Schools Found
260 Franklin StBostonMA02110222485502501c3100000cashEducation
Ctr for Ecological Tech
112 Elm StPittsfieldMA01201042611726501c3262010cashEducation
Ctr for Human Develop
332 Birnie AveSpfldMA01107042503926501c3152000cashHuman Services
Ctr for New Americans
17 New South StNamptonMA01060043224215501c3410000cashNorthampton Family Literacy
CConnecticut St Univ
1615 Stanley StNew BritainCT06050061303381501c3140000cashScholarship
Challenged Athletes
P O Box 910769San DiegoCA92191330739596501c360000cashHuman Service
City of Holyoke
536 Dwight StHolyokeMA01040046001393501c3110420cashEducationRoom 17
Clarke Sch for the Deaf
47 Round Hill RdNamptonMA01060042104008501c395000cashEducation
Col of Our Lady of Elms
291 Springfield StChicopeeMA01013042225850501c3496000cashScholarship
Col of Our Lady of Elms
291 Springfield StChicopeeMA01013042225850501c3100000cashEducation
Col of the Holy Cross
One College StWorcesterMA01610042103558501c3100000cashScholarship
Columbia University
1130 Amsterdam AveNew YorkNY10027135598093501c370000cashScholarship
Comm Act of Frklin Reg
393 Main StGreenfieldMA01301042384972501c31488490cashConnecting Elders
Comm Adoles Res Ed
247 Cabot StHolyokeMA01040042962882501c3274500cashHuman Services
Comm Enterprises Inc
441 Pleasant StNamptonMA01060510178661501c398000cashHuman service
Comm Involved Sus Ag
One Sugarloaf StS DeerfieldMA01373043416862501c391500cashPreservation
Com Music Sch of Spfld
127 State StSpfldMA01103222501478501c3732140cashEducation
Com United Way of PV
184 Mill StSpfldMA01102042152680501c3588160cashHuman Service
Com YMCA of Grnfld
451 Main StGreenfieldMA01301042149363501c3350000cashHuman Service
Cong Church of Holland
451 Main StHollandMA01521043069643501c375000cashReligious
Cooley Dickinson Hosp
30 Locust StNamptonMA01060042103561501c3759250cashHealth
Coop Fund of N Eng
P O Box 3414AmherstMA01004030264092501c390000cashWestern Massachusetts
Cornell University
P O Box 2600IthacaNY14851150532082501c362500cashEducation
Dakin PV Humane Soc
P O Box 6307SpfldMA01103205318898501c3131670cashAnimal Protection
D Farber Cancer Inst
10 Brookline Pl WestBrooklineMA02445042263040501c3114500cashHealth6th Floor
Daniel Webster College
20 University DriveNashuaNH03063020268011501c370000cashScholarship
Doc Wout Borders USA
333 Seventh AveNew YorkNY10001133433452501c3197500cashHealth2nd Floor
Domus Incorporated
4 School StWfieldMA01085042788175501c3100000cashPilot Project in Window Repair
Early Childhd Ctr Spfld
15 Catharine StSpfldMA01103042545187501c357630cashYouth
E Long Scholar Found
P O Box 66E LongMA01028042592638501c3121000cashEducation
Enchanted Circle Inc
4 Open Square WayHolyokeMA01040042685213501c3142500cashArts
E Carle Mus Pict Bk Art
125 West Bay RdAmherstMA01002043542086501c357500cashArts
FCNL Education Fund
245 Second St NEWashingtonDC20002521254489501c3100000cashEducation
Feeding Hills Cong Ch
21 North Westfield StFeeding HillsMA01030042311639501c3117060cashReligious
First Ch of Christ Long
763 Longmeadow StLongMA01106042104075501c365800cashReligious
Fitchburg State College
160 Pearl StFitchburgMA01420046002284501c3119000cashScholarship
Fordham University
441 East Fordham RdBronxNY10458131740451501c380000cashScholarship
Framingham St College
100 State StFraminghamMA01701231352635501c367000cashScholarship
Franklin Area Survl Ctr
96 Fourth StTurners FallsMA01376042776526501c380000cashHuman Service
Franklin Cty Com Meals
P O Box 172GreenfieldMA01302223027098501c370000cashOrange Food Pantry
Franklin Cty Home Care Corporation
330 Montague City RdTurners FallsMA01376042542539501c3225000cashHealth
Franklin Land Trust Inc
36 State StShelburne FallsMA01370222744488501c395000cashMembership Building Through
Friends of Children Inc
320 Riverside DriveNamptonMA01062222952288501c3285000cashAdolescent Advocacy Mentoring
Frds of MLK Jr Chtr Sch
649 State StSpfldMA01109203363691501c3108200cashEducation
Friends of the Homeless
769 Worthington StSpfldMA01105222786732501c32718500cashHuman service
Gandara Mental Hlth Ctr
147 Norman StW SpfldMA01089042622756501c375000cashAdolescent & Family Services
Georgetown University
Box 571252WashingtonDC20057530196603501c375000cashScholarship
Gray House Inc
22 Sheldon StSpfldMA01107042783515501c360000cashHuman Service
Grtr Spfld BusFound
1441 Main StSpfldMA01103205465447501c3100000cashPioneer Valley Renew
Greenfield Com Col
One College DriveGreenfieldMA01301046002284501c3189000cashScholarship
Grnfld Com Col Found
270 Main StGreenfieldMA01301042449856501c3665000cashEducation
Hamp Ed Collaborative
97 Hawley StNamptonMA01060042562893501c3150000cashSummer Program Initiative
Hamp Reg YYMCA
286 Prospect StNamptonMA01060042105887501c3850000cashEmergency Funds
Heath Ag Society
P O Box 10HeathMA01346042607187501c5 L100000cashPreservation
High St United Meth Ch
301 West First AveFranklinVA23851540696741501c363660cashReligious
Hilltown Land Trust Inc
P O Box 171HuntingtonMA01050222831145501c3340000cashPreservation
Holy Name Par Spfld
323 Dickinson StSpfldMA01108042121346501c3212920cashReligious
Holy Catholic High Sch
134 Springfield StChicopeeMA01013042315532501c3960500cashEducation
Holy Chic Spfld Hd Start
30 Madison AveSpfldMA01105042466767501c3185000cashHuman Service
Holy Com Col
303 Homestead AveHolyokeMA01040237181691501c3475050cashScholarship
Holy Com Col Found
303 Homestead AveHolyokeMA01040237181691501c3262000cashEducation
Holy Health Ctr
230 Maple StHolyokeMA01040042492730501c3150000cashFuturo Saludable
Holy Pub Library
335 Maple StHolyokeMA01040046002895501c3186000cashEducation
Homework House Inc
54 North Summer StHolyokeMA01040562666698501c365000cashFocus on Literacy: Evaluation
Hospice of Franklin Cty
329 Conway StGreenfieldMA01301201611913501c3100000cashHealth
Howard University
2400 Sixth St NWWashingtonDC20059530204707501c3140000cashScholarship
Human Res Unlimited
120 Maple StSpfldMA01103237083475501c375000cashYoung Adult TransitionSuite 400
Intnll Acad of Design
5959 Lake Eleanor DrTampaFL32809592887925501c370000cashScholarship
Intnl Rescue Committee
122 East 42nd StWashingtonDC20090135660870501c3300000cashHuman Service
Jefferson Com Col Fdtn
1220 Coffeen StWatertownNY13601237009906501c3323000cashEducation
Jew Fam Serv WMASS
15 Lenox StSpfldMA01108042104352501c3155000cashHuman service
Jewish Fed of WMASS
1160 Dickinson StSpfldMA01108042127023501c381180cashHuman service
Kestrel Trust
P O Box 1016AmherstMA01004046243236501c3250000cashPreservation
Lk Sunapee Prot Assoc
63 Main StSunapeeNH03782026011969501c3100000cashPreservation
Lilly Library Association
19 Meadow StFlorenceMA01062042116611501c354150cashEducation
Lorraines Soup Kitchen
P O Box 120ChicopeeMA01014042616751501c3180000cashBuilding Campaign
Ludlow Boys Girls Club
91 Claudias WayLudlowMA01056042089767501c3100000cashFamily Fun Night Program
Maine Pub Broad Corp
1450 Lisbon StLewistonME04240223171529501c3100000cashEducation
Marist College
3399 North RdPoughkeepsieNY12601141442493501c370000cashScholarship
Mass Mentoring Ptnrshp
105 Chauncy StBostonMA02111223207958501c390000cashYouth Mentoring
MA Audubon Soc
208 South Great RdLincolnMA01773042104702501c3151560cashPreservation
MCLA
357 Church StN AdamsMA02147042660810501c3158000cashScholarship
MA Col Pharmacy
179 Longwood AveBostonMA02115042104700501c3150000cashScholarship
Mercy Corps
3015 SW First AvePortlandOR97201911148123501c3150000cashHealth
Messiah College
One College AveGranthamPA17027231352661501c370000cashScholarship
M E Smith Endowment
1 Silverwood TerraceS HadleyMA01075043558819501c3141840cashEducation
Mt Grace Land Trust
1461 Old Keene RdAtholMA01331042938967501c395000cashCommon Ground Initiative
Mount Holyoke College
50 College StS HadleyMA01075042103578501c363000cashEducation
Mount Holyoke College
50 College StS HadleyMA01075042103578501c3318000cashScjholarship
NAMI WMASS
324A Springfield StAgawamMA01001042783175501c370000cashPeer to Peer Support Group
Natnl Conf Com Just
1095 Day Hill RdWindsorCT06095141937658501c3229500cashHuman serviceSuite 100
Natnl Guild Sch Arts
520 8th AveNew YorkNY10018136161108501c3175000cashArtsSuite 302
Natl Mipl Sclerosis Soc
101A First AveWalthamMA01075042178884501c351000cashHealthSuite 6
Natl Priorities Proj
243 King StNamptonMA01060043070112501c3102500cashHuman ServiceSuite 239
New College of Florida
5800 Bay Shore RdSarasotaFL34243900057281501c370000cashScholarship
N Eng Baptist Hosp
125 Parker Hill AveBostonMA02120042103612501c3110000cashHealth
Nichols College
Center RdDudleyMA01571042104778501c3110000cashScholarshipP O Box 5000
Nichols Col of Bus
Center RdDudleyMA01571042104778501c3100000cashEducationP O Box 5000
Noble Health Systems
115 West Silver StWfieldMA01086042131755501c3564000cashHealth
Noho Arts Council
240 Main StNamptonMA01060050523540501c3150000cashArts
Northampton Ed Found
P O Box 44NamptonMA01060043157289501c3202000cashEducation
Northampton Surv Ctr
265 Prospect StNamptonMA01060042774166501c3366000cashHuman service
Northeastern University
360 Huntington AveBostonMA02115041679980501c3110000cashScholarship
Op Fld Bramble ill Farm
593 S Pleasant StAmherstMA01002043313646501c3220000cashFertile Ground
Oxfam-America Inc
226 Causeway StBostonMA02112237069110501c3275000cashHuman service5th Flr
Ptnrs Youth Disabilities
95 Berkeley StBostonMA02116222627798501c352000cashMaking Healthy Connections
Ptnr in Hlth Nonprofit
800 Boylston StBostonMA02199043000294501c367500cashHealth47th Floor
P Taylor Dance Found
552 BRdwayNew YorkNY10012132665475501c3170000cashArts
Phys for Hum Rights
Two Arrow StCambridgeMA02138222488437501c3230000cashhealthSuite 301
PV Christian School
965 Plumtree RdSpfldMA01119042502941501c377910cashEducation
Planned Parenthood MASS
1055 Commonwealth AveSpfldMA02215042698497501c360000cashHealth
Playaz Northeast
330 Whitney AveHolyokeMA01040271867122501c3250000cashArtsSuite 600
Prisoners Legal News
2400 NW 80th StSeattleWA98117943143411501c3150000cashScholarship148
Providence College
549 River AveProvidenceRI02918050258932501c380000cashScholarship
Quinnipiac University
275 Mount Carmel AveHamdenCT06518060646701501c3115000cashScholarship
Rebuild Together Spfld
1 Federal StSpfldMA01105043172737501c365000cashHome and CommunityBldg 101
Reg Empl Bd Hpden Cty
1441 Main StSpfldMA01103222489896501c3466000cashHuman Service
Rider University
2083 Lawrenceville RdLawrencevilleNJ08648210650678501c370000cashScholarship
River Valy Counsel Ctr
319 Beech StHolyokeMA01040042174657501c3200000cashExpanding Handicap Access to
Riverside Industries Inc
One Cottage StEhamptonMA01027042438444501c3125000cashRiverside Arts
RFK Children Act Corps
11 Beacon StBostonMA02108042572980501c3100000cashMusic and Secure Treatment
Rom Cath Diocese Spfld
65 Elliot StSpfldMA01101043437398501c3319000cashReligious
Safe Passage Inc
43 Center StNamptonMA01060042690131501c3119500cashLegal Program
Saint Joseph College
1678 Asylum AveW HartfordCT06117060646829501c3190000cashScholarship
Saint Michaels College
One Winooski ParkColchesterVT05439030179403501c370000cashScholarship
Save the Children Fed
54 Wilton RdWportCT06880060726487501c3100000cashHuman Service
ServiceNet Inc
129 King StNamptonMA01060042526194501c357000cashMemory Magic Equipment Upgrade
Siena College
515 Loudon RdLoudonvilleNY12211141338498501c360000cashScholarship
Simmons College
300 The FenwayBostonMA02115042103629501c353000cashScholarship
Sinai Temple
1100 Dickinson StSpfldMA01101042108320501c3192650cashReligious
Srs of Prov Health Sys
271 Carew StSpfldMA01101222541106501c3100000cashHealth
Smith College
College HallNamptonMA01060041843040501c3189000cashScholarship
Smith Voc Ag High Sch
80 Locust StNamptonMA01060046345754501c370000cashEducation
Snow Farm N Eng Craft
5 Clary RdWilliamsburgMA01096063547767501c395000cashArts
S Middlesex Opp Cncl
300 Howard StFraminghamMA01702042389659501c3200000cashOpen Pantry Emergency Food
SE Asia Dev Prog
36 Pondview DriveAmherstMA01002043237647501c3100000cashHuman Service
S Conn State Univ
501 Crescent StNew HavenCT06515237208882501c380000cashScholarship
Southwick Hist Soc
P O 323SwickMA01077042760309501c355000cashMoore House Handicap Access
Spfld Boys Girls Club
481 Carew StSpfldMA01104041858620501c3162920cashHuman Service
Springfield College
263 Alden StSpfldMA01109042104329501c3177500cashScholarship
Springfield College
263 Alden StSpfldMA01109042104329501c3178600cashEducation
Spfld Day Nursery Corp
947 Main StSpfldMA01103042103855501c3128500cashEducation3rd Floor
Springfield Jewish Community Center
1160 Dickinson StSpfldMA01108042103802501c376800cashHuman service
Springfield Library and Museums
21 Edwards StSpfldMA01103046002239501c32918700cashArts
Spfld Rescue Mission
P O Box 2435SpfldMA01102521047790501c3168060cashHuman Service
Spfld School Vol
195 State StSpfldMA01102042643527501c3316000cashEducation
Spfld Symphony Orch
1350 Main StSpfldMA01103042210746501c3455200cashArtsSuite 12
Spfld Technical Com Col
One Armory SquareSpfldMA01101042444774501c360000cashABE Committee
Spfld Technical Com Col
One Armory SquareSpfldMA01101042444774501c3346750cashScholarship
St Andrew Hospital
6 St Andrews LaneBoothbay HarborME04538010153960501c3100000cashHealth
St John Lutheran Ch
60 BRd StWfieldMA01085043437398501c389740cashReligious
St Johns University
8000 Utopia ParkwayJamaicaNY11439111630830501c395000cashScholarship
Stanley Park of Wstfld
P O Box 1191WfieldMA01086042131404501 c3P137060cashpreservatin
Stavros Ctr Indep Living
P O Box 2130AmherstMA01004510172014501c3215000cashHome Sweet Home Ramp Building
Survival Centers Inc
1200 North Pleasant StN AmherstMA01059042698462501c3175000cashHuman Service
Temenos Inc
65 Mt Mineral RdShutesburyMA01072042730921501c3162120cashHuman service
Temple University
1803 N BRd StPhiladelphiaPA19122231365971501c3145000cashScholarshipRoom 216 Cornell Hall
The Area Fund
80 Washington StNew YorkNY12601237026859501c3250000cashhuman ServiceSuite 201
Brick House Comm Res Ctr
24 Third StTurners FallsMA01376223337776501c3135000cashMontague Green Jobs Project
Food Bank of Wmass
97 N Hatfield RdHatfieldMA01038042751023501c31023500cashHuman Service
Salvation Army Holy
271 Appleton StHolyokeMA01040222406433501c3808500cashHuman Service
Salvation Army Spfld
170 Pearl StSpfldMA01101222406433501c351000cashHuman Service
Shriners Hospital Spfld
516 Carew StSpfldMA01104042121377501c3179060cashHealth
Tilton Fund Inc
75 North Main StS DeerfieldMA01373046075146501c360000cashhealth
Top Floor Learning Inc
1455 North Main StPalmerMA01069200525130501c3400000cashEducation
Town of Agawam
36 Main StAgawamMA01001046001065501c3117060cashHuman Service
Town of Somers
600 Main StSomersCT06071066002086501c390000cashHuman Service
Treehouse Found
One Treehouse CircleEhamptonMA01027223848537501c3450000cashHuman Service
Trustees Noble Hosp
115 West Silver StWfieldMA01086222537423501c3115610cashEmergency Department Equipment
Trustees Reservations
572 Essex StBeverlyMA01346042105780501c3694000cashPreservation
Union Concerned Scient
Two Brattle SqCambridgeMA02138042535767501c3155000cashHuman Service
Utd ARC Frk Hamp Cty
111 Summer StGreenfieldMA01301042267562501c3655000cashPositive Parenting
US Naval Acad Found
291 Wood RdAnnapolisMD21402237003516501c3270000cashEducationBeach Hall
United Way Franklin Cty
51 Davis St No 2GreenfieldMA01301042212894501c3250000cashHuman Service
Univ of Connecticut
233 Glennbrook RdStorrsCT06269060772160501c31760000cashScholarsipsUnit 4116
University of Hartford
200 Bloomfield AveW HartfordCT06117060731360501c3490000cashScholarsips
University of Kentucky
128 Funkhouser BldgLexingtonKY40506616001218501c387000cashScholarsips
Univ Maine Farmington
224 Main StFarmingtonME04938016000769501c370000cashScholarsips
Univ of Mass Foundation
225 Franklin StBostonMA02110046013152501c3119000cashJazz Connections
UMASS Amherst
255 Admin BldgAmherstMA01003043167352501c33030200cashScholarsipsBox 38230
UMASS Dartmouth
285 Old Westport RdN DartmouthMA02747043167352501c3202000cashScholarsips
University of New Haven
300 Orange AveW HavenCT06516060761704501c3112000cashScholarsips
University of Vermont
85 South Prospect StBurlingtonVT05405030179440501c3155000cashScholarsips
Urban League of Spfld
765 State StSpfldMA01109042133248501c3314750cashHuman Service
Valley Com Dev Corp
30 Market StNamptonMA01060222906466501c3100000cashForeclosure Prevention and
Vassar College
124 Raymond AvePoughkeepsieNY12604141338587501c3135000cashEducation
Vermont School of Law
Chelsea StS RoyaltonVT05068237251952501c380000cashScholarsips
VNA Hospice WMASS
50 Maple StSpfldMA01102042105803501c370760cashSIS Fund Advisory Committee
Wesleyan University
237 High StMiddletownCT06459060646959501c3103600cashScholarsips
Western N Eng Col
1215 Wilbraham RdSpfldMA01119042108376501c393880cashEducation
Western N Eng Col
1215 Wilbraham RdSpfldMA01119042108376501c31122500cashScholarships
WN Eng Col Sch St Rec
1215 Wilbraham RdSpfldMA01119042108376501c3444000cashScholarships
Westfield Athenaeum
6 Elm StWfieldMA01085046004372501c3193000cashArts
Westfield State College
577 Western AveWfieldMA01085043062617501c31394320cashScholarships
WFCR Foundation Inc
131 County CircleAmherstMA01003046130523501c3923900cashEducation
WGBH Educ Found
44 Hampden StSpfldMA01103042104397501c3406800cashEducation
Whole Children Inc
8 River DriveHadleyMA01035200657226501c3100000cashTemporary Operating Support
Williams College
Box 37WilliamstownMA01267042104847501c370000cashScholarship
Willie Ross Sch Deaf
32 Norway StLongMA01106042430193501c3252000cashEducation
Williston Northmptn Sch
19 Payson AveEhamptonMA01027041975990501c3205000cashEducation
Womanshelter Comp
P O Box 1099HolyokeMA01041042716766501c373000cashHuman Service
Women Fd of W Mass
116 Pleasant StEhamptonMA01027043342411501c3125220cashHuman ServiceSte 358
Worcr Polytech Inst
100 Institute RdWorcesterMA01609042121659501c3176000cashHuman Service
Worcester St Col
486 Chandler StWorcesterMA01602042760551501c385000cashScholarship
YMCA of Grtr Springfield
275 Chestnut StSpfldMA01104041859893501c3362680cashHuman Service
Young Entrepreneur Soc
26 South Main StOrangeMA01364043512782501c382000cashYES BizCenter Growth Plan
Youth Action Coalition
256 N Pleasant StAmherstMA01004043070456501c380000cashArts for Change
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants236TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

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 the US educational institution to which the student is attending and are refunded by the educational institutionif 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 discretionaly grants to receive final payments.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Robert Atkinson
Trustee Emeriti8972Legal Services0
Michael J Riley
Employee1245On the Board of AIM Mutual which provides Workers Comp Insurance0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions24NumberOfContributions
Noncash Contribs Rptd F990842571NoncashContribsRptdF990
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 (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P06_S0B_L11Form 990, Part VI, Section B, Line 11Members 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 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 is responsible for determinig 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.