TY 2010 Form 990

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)
(1) Stephen A Davis Foundation Trustee	1	X
(2) Irene Rodriguez Martin Foundation Trustee	1	X
(3) Ruth Constantine Foundation Trustee	1	X
(4) Peter Daboul Foundation Trustee	1	X
(5) Michael Fritz Foundation Trustee	1	X
(6) Sonia M Nieto Foundation Trustee	1	X
(7) Mary Ellen Scott Foundation Trustee	1	X
(8) Richard B Steele Jr Foundation Trustee	1	X
(9) Margaret F Woods Foundation Trustee	1	X
(10) Willie Hill Foundation Trustee	1	X
(11) Isolda OrtegaBustamante Foundation Trustee	1	X
(12) Robert Pura Foundation Trustee	1	X
(13) James OS Morton Foundation Trustee	1	X
(14) Amy Jamrog Foundation Trustee	1	X
(15) Dana R Barrows Foundation Trustee	1	X
(16) Ralph Tate Foundation Trustee	1	X
(17) Timothy S Rice Foundation Trustee	1	X

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21	7,847,328	7,847,328
2	Grants and other assistance to individuals in the U.S. See Part IV, line 22	0	0
3	Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16	0	0
4	Benefits paid to or for members	0	0
5	Compensation of current officers, directors, trustees, and key employees ....	140,938	87,382	19,731	33,825
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0	0	0	0
7	Other salaries and wages	627,074	388,787	87,790	150,497
8	Pension plan contributions (include section 401(k) and section 403(b) employer contributions) ....	56,940	35,303	7,971	13,666
9	Other employee benefits .......	76,816	47,626	10,754	18,436
10	Payroll taxes ...........	60,293	37,382	8,441	14,470
11	Fees for services (non-employees):
a	Management ......	0	0	0	0
b	Legal .........	16,543	10,257	2,316	3,970
c	Accounting ...........	30,967	19,200	4,335	7,432
d	Lobbying ...........	0	0	0	0
e	Professional fundraising. See Part IV, line 17..	0			0
f	Investment management fees ......	164,975	12,400	147,775	4,800
g	Other ..........	8,569	5,312	1,200	2,057
12	Advertising and promotion ....	3,550	2,201	497	852
13	Office expenses .......	76,503	45,907	12,901	17,695
14	Information technology ......	37,116	23,088	5,168	8,860
15	Royalties ..	0	0	0	0
16	Occupancy ...........	88,370	38,383	30,046	19,941
17	Travel ............	10,738	6,658	1,503	2,577
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0	0	0	0
19	Conferences, conventions, and meetings ....	28,500	17,670	3,990	6,840
20	Interest ...........	0	0	0	0
21	Payments to affiliates .......	0	0	0	0
22	Depreciation, depletion, and amortization .....	10,493	4,617	3,568	2,308
23	Insurance ..............	10,802	6,698	1,512	2,592
24	Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a	Publications	27,149	16,833	3,801	6,515
b
c
d
e
f	All other expenses
25	Total functional expenses. Add lines 1 through 24f	9,323,664	8,653,032	353,299	317,333
26	Joint costs. Check here if following SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation

Part X Balance Sheet
	1	Cashnon-interest-bearing ..........	486,392	1	551,903
2	Savings and temporary cash investments .......	2,728,805	2	1,557,070
3	Pledges and grants receivable, net .........	340,609	3	245,473
4	Accounts receivable, net .........	0	4	0
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........	0	5	0
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........	0	6	0
7	Notes and loans receivable, net .............	3,238,919	7	3,266,847
8	Inventories for sale or use ..............	0	8	0
9	Prepaid expenses and deferred charges ............	28,243	9	29,453
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	136,337
b	Less: accumulated depreciation. .....	10b	121,115	19,843	10c	15,222
11	Investments—publicly traded securities ..........	73,230,389	11	67,369,211
12	Investments—other securities. See Part IV, line 11 ......	9,002,271	12	21,648,308
13	Investments—program-related. See Part IV, line 11 ..		13	0
14	Intangible assets .........	0	14	0
15	Other assets. See Part IV, line 11 ...........		15	0
16	Total assets. Add lines 1 through 15 (must equal line 34)...	89,075,471	16	94,683,487
	17	Accounts payable and accrued expenses .	40,534	17	28,631
18	Grants payable ..........		18
19	Deferred revenue ..........		19
20	Tax-exempt bond liabilities ..........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities. Complete Part X of Schedule D.....	7,740,169	25	8,237,144
26	Total liabilities. Add lines 17 through 25.....	7,780,703	26	8,265,775
		Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....	24,860,931	27	25,946,772
28	Temporarily restricted net assets .....	51,742,908	28	55,780,011
29	Permanently restricted net assets .....	4,690,929	29	4,690,929
	Organizations that do not follow SFAS 117, check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances .....	81,294,768	33	86,417,712
34	Total liabilities and net assets/fund balances .....	89,075,471	34	94,683,487

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number

22-3089640

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches. section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. Seesection 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Other

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the the supported organization? ................

11g(i)

(ii) a family member of a person described in (i) above? ......................

11g(ii)

(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of support?
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of support?


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2010

Page 2

Part II

Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	8,599,713	8,923,706	7,449,442	8,210,442	6,748,013	39,931,316
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......	0				0	0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..	0				0	0
4	Total. Add lines 1 through 3..	8,599,713	8,923,706	7,449,442	8,210,442	6,748,013	39,931,316
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						5,844,068
6	Public Support. Subtract line 5 from line 4.						34,087,248

Section B. Total Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
7	Amounts from line 4..	8,599,713	8,923,706	7,449,442	8,210,442	6,748,013	39,931,316
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	2,928,711	3,288,281	2,929,506	1,829,131	1,468,016	12,443,645
9	Net income from unrelated business activities, whether or not the business is regularly carried on..					0	0
10	Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..	0	0			0	0
11	Total support (Add lines 7 through 10).						52,374,961

Gross receipts from related activities, etc. (See instructions.) ..................

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.......................................... right arrow

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) .........

65.083 %

Public Support Percentage for 2009 Schedule A, Part II, line 14 ...............

75.405 %

16a

33 1/3% support test—2010. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ...................... right arrow

33 1/3% support test—2009. If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2010. If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization .................................................. right arrow

10%-facts-and-circumstances test—2009. If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly
supported organization .............................................. right arrow

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions ................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 3

Part III

Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public Support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13	Total support (Add lines 9, 10c, 11 and 12.).

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2009 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2009 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2010. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .......... right arrow

33 1/3% support tests—2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 4

Part IV

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Explanation

Schedule A (Form 990 or 990-EZ) 2010

Additional Data

Software ID:	10000077
Software Version:	v1.00

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2010

Name of organization

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number

22-3089640

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ, that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... Arrow Bullet

Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part I
Part I	Contributors (see Instructions)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTED RESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part II
Part II	Noncash Property (see Instructions)
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page 1 of 1 of Part III

Name of organization
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number

22-3089640

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data

Software ID:	10000077
Software Version:	v1.00

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number

22-3089640

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .......	252	283
2	Aggregate contributions to (during year) ...	3,465,941	1,495,066
3	Aggregate grants from (during year) ...	4,748,455	3,098,873
4	Aggregate value at end of year .......	24,079,059	62,338,653

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically importantly land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06 ........	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................

Yes No

In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 52283D

Schedule D (Form 990) 2010

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIV and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If “Yes,” explain the arrangement in Part XIV.

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current Year	(b)Prior Year	(c)Two Years Back
1a	Beginning of year balance ....	57,891,223	43,674,099	60,086,713
b	Contributions ........	865,847	2,457,947	3,582,298
c	Investment earnings or losses ...	7,004,092	8,619,135	-23,034,556
d	Grants or scholarships .....	-2,727,138	-2,400,667	-2,329,605
e	Other expenditures for facilities and programs ........	0	0	0
f	Administrative expenses ....	-774,908	-739,375	-710,039
g	End of year balance ......	69,263,208	57,891,223	43,674,099

Provide the estimated percentage of the year end balance held as:

Board designated or quasi-endowment: SchDMd Bullet

79 %

Permanent endowment: SchDMd Bullet

9 %

Term endowment: SchDMd Bullet

12 %

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIV the intended uses of the organization's endowment funds.

Part VI

InvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10.

Description of investment		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	0	0		0
b	Buildings ................	0	0	0	0
c	Leasehold improvements ............	0	0	0	0
d	Equipment ................	136,337	0	121,115	15,222
e	Other .................	0	0	0	0
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........					15,222

Schedule D (Form 990) 2010

Page 3

Part VII

InvestmentsOther Securities. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives	0
(2)Closely-held equity interests	318,903	F
(3)Other (A) Alternative Investments	21,329,405	F








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)	21,648,308

Part VIII

InvestmentsProgram Related. See Form 990, Part X, line 13.

(a) Description of investment type		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of Liability		(b) Amount
Federal Income Taxes		0
Liablity under unitrust agreements		2,771,777
Agency Funds		5,465,367







Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)		8,237,144
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).

Schedule D (Form 990) 2010

Page 4

Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1	Total revenue (Form 990, Part VIII, column (A), line 12) ....................	1	6,432,109
2	Total expenses (Form 990, Part IX, column (A), line 25) .....................	2	9,323,664
3	Excess or (deficit) for the year. Subtract line 2 from line 1 .............	3	-2,891,555
4	Net unrealized gains (losses) on investments ..........................	4	8,014,499
5	Donated services and use of facilities .............................	5	0
6	Investment expenses ...................................	6	0
7	Prior period adjustments ..................................	7	0
8	Other (Describe in Part XIV) .................................	8	0
9	Total adjustments (net). Add lines 4 - 8 .............................	9	8,014,499
10	Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 .........	10	5,122,944

Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1	Total revenue, gains, and other support per audited financial statements .......			1	14,446,608
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	8,014,499
b	Donated services and use of facilities .........	2b	0
c	Recoveries of prior year grants ...........	2c	0
d	Other (Describe in Part XIV): ............	2d	0
e	Add lines 2a through 2d .....................			2e	8,014,499
3	Subtract line 2e from line 1.....................			3	6,432,109
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	0
b	Other (Describe in Part XIV): ...........	4b	0
c	Add lines 4a and 4b.......................			4c	0
5	Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ......			5	6,432,109

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements .............			1	9,323,664
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a	0
b	Prior year adjustments ..............	2b	0
c	Other losses ................	2c	0
d	Other (Describe in Part XIV): ............	2d	0
e	Add lines 2a through 2d......................			2e	0
3	Subtract line 2e from line 1.....................			3	9,323,664
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	0
b	Other (Describe in Part XIV): ............	4b	0
c	Add lines 4a and 4b.......................			4c	0
5	Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ......			5	9,323,664

Part XIV

Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.

Identifier	Return Reference	Explanation
SchD_P05_S00_L04	Schedule D, Part V, Line 4	Endowments are used to make grants to not for profit organizations for programs within the counties served by the organization and scholarships for students from within the counties served to attend college.

Schedule D (Form 990) 2010

Additional Data

Software ID:	10000077
Software Version:	v1.00

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number
22-3089640

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(f) Method of valuation (book, FMV, appraisal, other)	(h) Purpose of grant or assistance
(1) 110 Inc16 Lafayette St Wakefield,MA01880	26-0748008	501c3	6,208	cash	General Health
(2) Action Against Hunger USA247 W 37th St 10th Flr New York,NY10018	13-3327008	501c3	10,000	cash	Food Nutrition
(3) Action CTr for College Educ Serv31 St James Ave Boston,MA02116	04-3564307	501c3	10,000	cash	Community Engagement Program
(4) Albany College of Pharmacy106 New Scotland Ave Albany,NY12208	14-1423008	501c3	8,000	cash	Scholarship
(5) Amateur Ath Union USPlayaz NE330 Whitney Ave Holyoke,MA01040	27-1867008	501c3	27,900	cash	Recreation
(6) American Cancer Society IncPO Box 720366 Oklahoma City,OK73162	13-1788008	501c3	11,003	cash	Health
(7) American International College1000 State St Spfld,MA01109	04-2103701	501c3	120,500	cash	Scholarship
(8) Amer Red Cross Pioneer Valley506 Cottage St Spfld,MA01104	53-0197008	501c3	17,000	cash	Human Services
(9) Barnard College3009 BRdway New York,NY10027	13-1628008	501c3	7,500	cash	Scholarship
(10) Bay Path College588 Longmeadow St Longmeadow,MA01106	04-2103865	501c3	16,000	cash	Education
(11) Bay Path College588 Longmeadow St Longmeadow,MA01106	04-2103865	501c3	43,875	cash	Scholarship
(12) Baystate Health Foundation Inc280 Chestnut St 6th Floor Spfld,MA01199	04-3549011	501c3	213,910	cash	Human Services
(13) Bentley University175 Forest St Waltham,MA02452	04-1081650	501c3	22,000	cash	Scholarship
(14) Berkshire Children and Fam480 West St Pittsfield,MA01201	04-2226238	501c3	72,615	cash	Human Services
(15) Boston College140 Commonwealth Ave Chestnut Hill,MA02467	04-2103545	501c3	8,000	cash	Scholarships
(16) Boston University881 Commonwealth Ave Boston,MA02215	04-2103547	501c3	19,100	cash	Scholarships
(17) Boy Scouts of Amer Natl Council249 Exchange St Chicopee,MA01086	04-2103742	501c3	5,100	cash	Human Services
(18) Boys Girls Club of Gtr Westfield28 West Silver St Westfield,MA01086	04-2464259	501c3	57,200	cash	Westfield Family Support
(19) Bridgewater State CollegeTillinghast Hall Bridgewater,MA02325	04-3010428	501c3	23,800	cash	Scholarship
(20) Brightside Inc2112 Riverdale St W Spfld,MA01089	04-2182395	501c3	45,100	cash	Human Services
(21) Bryant University1150 Douglas Pike Smithfield,RI02917	05-0258810	501c3	17,000	cash	Scholarship
(22) Bureau for Exceptional Children537 Northampton St Holyoke,MA01041	23-7229008	501c3	5,100	cash	Human Services
(23) Cancer Connection IncPO Box 60452 Floreance,MA01062	04-3493483	501c3	21,250	cash	General Health
(24) Cardinal Newman High School Inc512 Spencer Dr W Palm Beach,FL33409	59-0938008	501c3	75,000	cash	Education
(25) Carson Ctr for Human Services Inc20 BRd St Westfield,MA01085	04-2316498	501c3	33,000	cash	Human Services
(26) Cathedral High School260 Surrey Rd Spfld,MA01118	04-2262360	501c3	65,915	cash	Education
(27) Catholic Relief Services Inc228 West Lexington St Baltimore,MD21201	13-5563008	501c3	10,000	cash	Human Services
(28) Catholic Schools Foundation Inc260 Franklin St Boston,MA02110	22-2486008	501c3	10,000	cash	Inner City Scholarship Fund
(29) Ctr for Ecological Technology Inc112 Elm St Pittsfield,MA01201	04-2611726	501c3	7,000	cash	ReStore
(30) Ctr for Human Development Inc332 Birnie Ave Spfld,MA01107	04-2503926	501c3	7,350	cash	Human Services
(31) Ctr for New Americans42 Gothic St Northampton,MA01060	04-3224215	501c3	25,000	cash	Alumni Engagement Initiative
(32) Central Conn State University1615 Stanley St New Britain,CT06050	06-1303381	501c3	6,000	cash	Scholarship
(33) Childrens Chorus of Spfld55 Ellendale Circle Spfld,MA01128	26-1149740	501c3	15,000	cash	Human Services
(34) City of Spfld36 Court St Spfld,MA01128	04-6001393	501c3	25,900	cash	Old First Church Distribution
(35) Clarke School for the Deaf47 Round Hill Rd Northampton,MA01060	04-2104008	501c3	9,000	cash	Education
(36) Collaborative for Educational Ser97 Hawley St Northampton,MA01060	04-2562893	501c3	8,000	cash	Human Services
(37) College of Our Lady of the Elms291 Spfld St Chicopee,MA01013	04-2225850	501c3	90,300	cash	Scholarship
(38) Columbia University1130 Amsterdam Ave New York,NY10027	13-5598008	501c3	7,000	cash	Scholarship
(39) Commonwealth Ctr for Change126 Main St Northampton,MA01060	20-8594008	501c3	5,300	cash	Valley Time Trade
(40) Commonwealth Opera Inc4 Old South St Northampton,MA01060	04-2631527	501c3	9,776	cash	Arts
(41) Community Action of the Franklin393 Main St Greenfield,MA01301	04-2384972	501c3	170,370	cash	Connecting Through Literacy
(42) Com Adolescent Resource and Ed247 Cabot St Holyoke,MA01040	04-2962882	501c3	77,000	cash	Education
(43) Community Music School of Spfld127 State St Spfld,MA01103	22-2501008	501c3	52,831	cash	Arts Culture
(44) Community United Way of PV184 Mill St Spfld,MA01102	04-2152680	501c3	21,834	cash	Human Services
(45) Community YMCA Greenfield451 Main St Greenfield,MA01301	04-2149363	501c3	355,150	cash	Human Services
(46) Congregational Church of Holland11 Sturbridge Rd Holland,MA01521	04-3069643	501c3	6,900	cash	Religious
(47) Conn Aeronautical Historical Assoc36 Perimeter Rd Windsor Locks,CT06096	06-6069083	501c3	6,000	cash	SOAR for Science
(48) Cooley Dickinson Hosp Hlth Care30 Locust St Northampton,MA01060	04-2103561	501c3	64,100	cash	General Health
(49) Coop Development InstitutePO Box 422 ShelburneFalls,MA01370	04-3241596	501c3	25,000	cash	Old Creamery Coop
(50) Cooperative Fund of New EngPO Box 3413 Amherst,MA01004	03-0264092	501c3	10,500	cash	Community Imprv
(51) Cornell UniversityPO Box 223623 Pittsburgh,PA15251	15-0532008	501c3	5,750	cash	CollegeUniv
(52) Crim Just Org of the Hamp Cty Sheriff627 Randall Rd Ludlow,MA01056	04-3278911	501c3	10,000	cash	Human Services
(53) Dakin PV Humane SocietyPO Box 6307 Spfld,MA01101	20-5319008	501c3	16,933	cash	Animal Related
(54) Dana Farber Cancer Institute Inc10 Brookline Pl West Brookline,MA02445	04-2263040	501c3	7,950	cash	General Health
(55) Daniel Webster College20 University Dr Nahua,NH03063	02-0268011	501c3	7,000	cash	Scholarship
(56) DartmouthHitchcock Medical Ctr1 Medical Ctr Dr Lebanon,NH03756	22-2715008	501c3	20,000	cash	Education
(57) Delaware Valley College700 East Butler Ave Doylestown,PA18901	23-1353008	501c3	6,400	cash	Scholarship
(58) Doctors Without Borders USA Inc333 Seventh Ave New York,NY10001	13-3433008	501c3	8,450	cash	General Health
(59) Drama Studio IncPO Box 80892 Spfld,MA01138	22-2823008	501c3	6,450	cash	Arts Culture
(60) East Long Scholarship FoundationPO Box 66 East Longmeadow,MA01028	04-2592638	501c3	28,650	cash	Education
(61) Emmanuel College400 The Fenway Boston,MA02115	04-2105769	501c3	10,000	cash	Scholarship
(62) Enchanted Circle Inc4 Open Square Way Holyoke,MA01040	04-2685213	501c3	27,500	cash	Theater Arts Core
(63) Fairfield UniversityPO Box 762 Fairfield,CT06430	06-0646623	501c3	12,000	cash	Scholarship
(64) Feeding Hills Cong Church21 North Westfield St Feeding Hills,MA01030	04-2311639	501c3	11,003	cash	Religious Church
(65) First Church of Christ in Long763 Longmeadow St Longmeadow,MA01106	04-2104075	501c3	6,490	cash	Religious Church
(66) First Cong Church of S HadleyOne Church St South Hadley,MA01075	04-2115501	501c3	10,500	cash	Religious Church
(67) Fitchburg State College160 Pearl St Fitchburg,MA01420	04-6002284	501c3	17,950	cash	Scholarship
(68) FOCUS Alternative Learning Ctr Inc126 Dowd Ave Canton,CT06019	31-1725008	501c3	10,000	cash	Education
(69) Franklin Area Survival Ctr Inc96 Fourth St Turners Falls,MA01376	04-2776526	501c3	8,000	cash	Human Services
(70) Franklin Cty Comm Development324 Wells St Greenfield,MA01301	04-2678309	501c3	32,000	cash	Human Services
(71) Franklin Cty Comm Meals ProgramPO Box 172 Greenfield,MA01302	22-3027008	501c3	6,000	cash	GCC Food Pantry
(72) Franklin Cty DIALSELF Inc21 Abbott St Greenfield,MA01301	04-2619617	501c3	14,000	cash	TeenHousing
(73) Franklin Cty Home Care Corp330 Montague City Rd Turners Falls,MA01376	04-2542539	501c3	10,000	cash	Human Services
(74) Franklin Land Trust Inc36 State St ShelburneFalls,MA01370	22-2744008	501c3	12,600	cash	Environmental
(75) Franklin Pierce College40 University Dr Rindge,NH03461	02-0263136	501c3	15,000	cash	College Univ
(76) Friends of Children Inc320 Riverside Dr Northampton,MA01062	22-2952008	501c3	29,500	cash	Human Services
(77) Frnds of Holyoke Council on Aging310 Appleton St Holyoke,MA01040	01-0910861	501c3	5,250	cash	Holyoke Senior Ctr Bldg
(78) Friends of the Homeless Inc755 Worthington St Spfld,MA01105	22-2787008	501c3	421,934	cash	Housing
(79) Girls Incorporated of Holyoke6 Open Square Way Holyoke,MA01040	04-2748244	501c3	17,000	cash	Education
(80) Gray House Inc22 Sheldon St Spfld,MA01107	04-2783515	501c3	6,000	cash	Human Services
(81) Grtr Spfld Habitat for Humanity104 Memorial Ave West Spfld,MA01089	04-2970982	501c3	10,100	cash	Housing
(82) Greater Spfld Senior Services66 Industry Ave Spfld,MA01104	04-2510895	501c3	11,100	cash	Human Services
(83) Green Northampton102 Bancroft Rd Northampton,MA01060	26-2639008	501c3	15,970	cash	Environmental
(84) Greenfield Community CollegeOne College Dr Greenfield,MA01301	23-7090085	501c3	20,660	cash	Scholarship
(85) Greenfield Comm College Found270 Main St Greenfield,MA01301	04-2449856	501c3	93,950	cash	College Univ
(86) Grow Food NorthamptonPO Box 849 Northampton,MA01061	01-0959428	501c3	48,600	cash	Northampton Community Farm
(87) Hampshire Comm United Way71 King St Northampton,MA01061	04-2104792	501c3	27,736	cash	Human Services
(88) Hampshire Cty Jail205 Rocky Hill Rd Northampton,MA01061	04-6002284	501c3	14,100	cash	Human Services
(89) Hampshire Regional YMCA286 Prospect St Northampton,MA01060	04-2105887	501c3	18,122	cash	Human Services
(90) Heath Agricultural Society IncPO Box 10 Heath,MA01346	04-2607187	501c5 La	15,400	cash	Agriculture
(91) Heath Historical Society IncPO Box 698 Heath,MA01346	04-2607722	501c3	10,000	cash	Historic Restoration
(92) Hillel Found for Jewish Campus388 N Pleasant St Amherst,MA01002	04-3110103	501c3	5,250	cash	Religious Church
(93) Hilltown Community DevelopPO Box 17 Chesterfield,MA01012	04-2741009	501c3	8,000	cash	Education
(94) Hispanic Resources Inc425 Union St Suite C7 West Spfld,MA01089	04-2939018	501c3	6,500	cash	Arts Culture
(95) Hitchcock Ctr Inc525 South Pleasant St Amherst,MA01002	04-2487748	501c3	25,000	cash	Education
(96) Holyoke Catholic High School134 Spfld St Chicopee,MA01013	04-2315532	501c3	30,000	cash	Education
(97) Holyoke Chic Spfld Head Start30 Madison Ave Spfld,MA01105	04-2466767	501c3	47,300	cash	Education
(98) Holyoke Community College303 Homestead Ave Holyoke,MA01040	04-2719849	501c3	47,212	cash	Scholarship
(99) Holyoke Comm College Found303 Homestead Ave Holyoke,MA01040	23-7182008	501c3	16,200	cash	Education
(100) Holyoke Comm Land Trust Inc225 Main St Holyoke,MA01040	04-3085298	501c3	7,500	cash	Merger Support Project
(101) Holyoke Public Library Corp230 Maple St Holyoke,MA01040	04-6002895	501c3	25,500	cash	Education
(102) Holyoke YMCA171 Pine St Holyoke,MA01040	04-2192693	501c3	5,100	cash	Youth Developmnt
(103) Homework House Inc54 North Summer St Holyoke,MA01040	56-2667008	501c3	9,000	cash	Education
(104) Hospice of Franklin Cty Inc329 Conway St Suite 2 Greenfield,MA01301	20-1612008	501c3	10,000	cash	General Health
(105) Human Resources Unlimited120 Maple St Suite 400 Spfld,MA01103	23-7083008	501c3	17,500	cash	Human Services
(106) Intntl Rescue Committee Inc122 East 42nd St Washington,DC20090	13-5661008	501c3	16,000	cash	Human Services
(107) Jefferson Comm College Found1220 Coffeen St Watertown,NY13601	23-7009906	501c3	6,000	cash	College Univ
(108) Jewish Federation of W Mass1160 Dickinson St Spfld,MA01108	04-2127023	501c3	6,100	cash	Religious Church
(109) Johnson and Wales Univy at Prov8 Abbott Park Place Providence,RI02903	05-0306206	501c3	10,000	cash	Scholarship
(110) Johnson Memorial Hospital201 Chestnut Hill Rd Stafford Springs,CT06076	06-0646696	501c3	10,000	cash	General Health
(111) Karuna Ctr for PeaceBldg Inc447 West St Amherst,MA01002	04-3437359	501c3	5,400	cash	Community Imprv
(112) Kestrel TrustPO Box 1016 Amherst,MA01004	04-6243236	501c3	10,700	cash	Environmental
(113) L John Schinelli Renal Assist Fd999 River Rd Agawam,MA01001	20-0995008	501c3	10,000	cash	General Health
(114) Lesley University29 Everett St Cambridge,MA02138	04-2103589	501c3	6,000	cash	Scholarship
(115) Lets Get Ready Inc50 BRdway New York,NY10004	31-1698832	501c3	10,000	cash	Human Services
(116) Lilly Library Assoc19 Meadow St Floreance,MA01062	04-2116611	501c3	5,100	cash	Education
(117) Long Educational Excellence58 Clairmont St Longmeadow,MA01106	04-3582887	501c3	6,248	cash	Education
(118) MAB Community Services Inc200 Ivy St Brookline,MA02446	04-2109859	501c3	6,500	cash	Human Services
(119) Maine Public BRdcasting Corp1450 Lisbon St Lewiston,ME04240	22-3172008	501c3	10,000	cash	Education
(120) Marol Academy3123 Cardiff Ave Los Angeles,CA90034	26-1343008	501c3	10,000	cash	Education
(121) Mary Lyon Education Fund IncPO Box 184 ShelburneFalls,MA01370	22-3113008	501c3	15,946	cash	Education
(122) Mass Mentoring Partnership Inc105 Chauncy St Boston,MA02111	22-3208008	501c3	7,000	cash	Western MA Mentoring Expansion
(123) Mass Adoption Resource45 Franklin St Boston,MA02110	04-2227431	501c3	7,600	cash	Human Services
(124) Mass Audubon Society Inc208 South Great Rd Lincoln,MA01773	04-2104702	501c3	15,603	cash	Environmental
(125) Mass College of Liberal Arts357 Church St N Adams,MA02147	04-2660810	501c3	17,150	cash	Scholarship
(126) Mass College of Pharmacy179 Longwood Ave Boston,MA02115	04-2104700	501c3	12,500	cash	Scholarship
(127) Mass Institute of Technology77 Mass Ave Cambridge,MA02139	04-2103594	501c3	9,000	cash	Scholarship
(128) Mercy Hospital Inc271 Carew St Spfld,MA01102	04-3398280	501c3	26,000	cash	General Health
(129) Michael E Smith End for Ed Excel1 Silverwood Terrace S Hadley,MA01075	04-3558819	501c3	20,000	cash	Education
(130) Montague Cath Social Ministries4143 Third St Turners Falls,MA01376	04-3274078	501c3	8,000	cash	Vecina A Vecina
(131) Mount Holyoke College50 College St S Hadley,MA01075	04-2103578	501c3	18,300	cash	College Univ
(132) Mount Holyoke College50 College St S Hadley,MA01075	04-2103578	501c3	22,000	cash	Scholarship
(133) Movin with the Spirit IncPO Box 238 Columbia,CT06237	06-1579880	501c3	20,000	cash	Mission Haiti
(134) Natl Conf for Comm and Justice CT WMASS1095 Day Hill Rd Windsor Locks,CT06095	14-1938008	501c3	11,000	cash	Annual Fund
(135) Natl Guild for Comm Arts Educ520 8th Ave New York,NY10018	13-6161008	501c3	10,000	cash	Arts Culture
(136) National Multiple Sclerosis Society101A First Ave Suite 6 Waltham,MA02451	04-2178884	501c3	15,000	cash	General Health
(137) National Priorities Project243 King St Northampton,MA01060	04-3070112	501c3	7,500	cash	Community Imprv
(138) New England Baptist Hospital125 Parker Hill Ave Boston,MA02120	04-2103612	501c3	11,000	cash	General Health
(139) New England School of Law154 Stuart St Boston,MA02116	04-2152671	501c3	8,000	cash	Scholarship
(140) New England Wild Flower Society180 Hemenway Rd Framingham,MA01701	04-2104768	501c3	8,500	cash	Environmental
(141) New Pond Foundation Inc101 Marchant Rd W Redding,CT06896	06-1110833	501c3	10,000	cash	Environmental
(142) New York University25 West 4th St New York,NY10012	13-5562308	501c3	5,300	cash	Scholarship
(143) Nichols CollegeCtr Rd P O Box 5000 Dudley,MA01571	04-2104778	501c3	11,000	cash	Scholarship
(144) Noble Health Systems Inc115 West Silver St Westfield,MA01086	04-2131755	501c3	32,000	cash	General Health
(145) Northampton Education Found IncPo Box 44 Northampton,MA01061	04-3157289	501c3	12,600	cash	Education
(146) Northampton Survival Ctr Inc265 Prospect St Northampton,MA01060	04-2774166	501c3	37,000	cash	Food Nutrition
(147) Northeastern University360 Huntington Ave Boston,MA02115	04-1679980	501c3	45,700	cash	Scholarship
(148) Northfield Mount Hermon SchoolOne Lamplighter Way Mt Hermon,MA01354	04-2109865	501c3	25,000	cash	Private School
(149) Open Field Foun Bramble Hill Farm593 South Pleasant St Amherst,MA01002	04-3313646	501c3	15,000	cash	Agriculture
(150) OxfamAmerica Inc226 Causeway St Boston,MA02114	23-7069110	501c3	9,100	cash	Human Services
(151) Pathfinder International9 Galen St Watertown,MA02472	53-0235008	501c3	20,000	cash	General Health
(152) Peace Development Fund Inc44 North Prospect St Amherst,MA01004	04-2738794	501c3	7,250	cash	Community Imprv
(153) Physicians for Human RightsTwo Arrow St Cambridge,MA02138	22-2488008	501c3	12,500	cash	Human Services
(154) Pioneer Valley Assembly of God63 Old Chester Rd Huntington,MA01050	04-2502941	501c3	10,000	cash	Handicap Access Ramp
(155) PV Habitat for Humanity140 Pine St Room 9 Floreance,MA01060	04-3049506	501c3	17,500	cash	Housing
(156) Pioneer Valley Project Inc235 Eastern Ave Spfld,MA01109	04-3343623	501c3	10,000	cash	Community Imprv
(157) Planned Parenthood Lg of Mass1055 Commonwealth Ave Boston,MA02215	04-2698497	501c3	8,750	cash	General Health
(158) Preschool Enrichment Team Inc293 Bridge St Spfld,MA01103	04-2790929	501c3	50,000	cash	Quest Program
(159) Providence College549 River Ave Providence,RI02918	05-0258932	501c3	10,400	cash	Scholarship
(160) Public Higher Ed Network of MassPO Box 2281 Amherst,MA01004	26-2005008	501c3	7,200	cash	Education
(161) Quinnipiac University275 Mount Carmel Ave Hamden,CT06518	06-0646701	501c3	12,000	cash	Scholarship
(162) Quinnipiac University276 Mount Carmel Ave Hamden,CT06519	06-0646701	501c3	16,500	cash	Scholarship
(163) Reach Out and Read Inc56 Roland St Suite 100D Boston,MA02129	04-3481253	501c3	19,500	cash	Spfld Mentoring Program
(164) Reg Employ Board of Hampden Cty1441 Main St Spfld,MA01103	22-2489896	501c3	19,000	cash	Human Services
(165) Rensselaer Polytechnic Institute110 Eight St Troy,NY12180	14-1340095	501c3	6,000	cash	Scholarship
(166) RFK Childrens Action Corp11 Beacon St Boston,MA02108	04-2572988	501c3	10,000	cash	Human Services
(167) Roca Inc101 Park St Chelsea,MA02150	22-3224008	501c3	28,000	cash	Human Services
(168) Roman Catholic Diocese of Spfld65 Elliot St Spfld,MA01101	04-3437398	501c3	5,900	cash	Religious Church
(169) Safe Passage Inc43 Ctr St Northampton,MA01060	04-2690131	501c3	18,800	cash	Human Services
(170) Saint Joseph College1678 Asylum Ave W Hartford,CT06117	06-0646829	501c3	19,000	cash	Scholarship
(171) Saint Michaels CollegeOne Winooski Park Colchester,VT05439	03-0179403	501c3	7,000	cash	Scholarship
(172) Schools for Sudan551 South Randall Ave Madison,WI53715	38-3707008	501c3	10,000	cash	Education
(173) Simmons College300 The Fenway Boston,MA02115	04-2103629	501c3	12,850	cash	Scholarship
(174) Smith Cole Sch of Social WorkLily Hall Northampton,MA01063	04-1843040	501c3	8,000	cash	Scholarship
(175) Smith Voc and Agricultural HS80 Locust St Northampton,MA01060	04-6001406	501c3	7,900	cash	Scholarships
(176) Snow Farm The N E Craft5 Clary Rd Williamsburg,MA01096	06-3547767	501c3	14,000	cash	Scholarship
(177) S Middlesex Opportunity Council300 Howard St Framingham,MA01702	04-2389659	501c3	10,000	cash	Human Services
(178) SE Asia Development Prog Inc36 Pondview Dr Amherst,MA01002	04-3237647	501c3	10,100	cash	Human Services
(179) S Connecticut State University501 Crescent St New Haven,CT06515	06-1363115	501c3	12,000	cash	Scholarship
(180) Spirit In Action274 North St Belchertown,MA01007	38-3655528	501c3	50,000	cash	Community Imprv
(181) Spring of Hope Ch God in Christ35 Alden St Spfld,MA01109	62-1242008	501c3	10,000	cash	Human Services
(182) Spfld Boys Girls Club Inc481 Carew St Spfld,MA01104	04-1858620	501c3	18,918	cash	Youth Developmnt
(183) Spfld College263 Alden St Spfld,MA01109	04-2104329	501c3	29,800	cash	Scholarship
(184) Spfld College263 Alden St Spfld,MA01109	04-2104329	501c3	10,000	cash	College univ
(185) Spfld Library and Museums Assoc21 Edwards St Spfld,MA01103	04-6002239	501c3	60,664	cash	Arts Culture
(186) Spfld Rescue Mission IncPO box 9045 Spfld,MA01102	52-1048008	501c3	26,203	cash	Human Services
(187) Spfld Symphony Orchestra1350 Main St Suite 12 Spfld,MA01103	04-2210746	501c3	42,760	cash	Arts Culture
(188) Spfld Tech Community CollegeOne Armory Square Spfld,MA01101	04-2444774	501c3	58,275	cash	Scholarship
(189) Spfld VACA Inc433 Belmont Ave Spfld,MA01108	04-3239763	501c3	10,000	cash	Family Empowerment Program
(190) St Andrews Hospital6 St Andrews Lane Boothbay Harbor,ME04538	01-0153960	501c3	10,000	cash	General Health
(191) St Elizabeth Ann Seton Parish3 Elm St Northampton,MA01060	04-3437398	501c3	5,100	cash	Religious Church
(192) St Johns Lutheran Church60 BRd St Westfield,MA01085	04-2381428	501c3	14,486	cash	Religious Church
(193) St Patrick Parish30 Main St S Hadley,MA01075	04-2106777	501c3	7,000	cash	Religious Church
(194) St Stanislaus School534 Front St Chicopee,MA01013	04-2111408	501c3	10,000	cash	Education
(195) Stanley Park of Westfield IncPO Box 1191 Westfield,MA01086	04-2131404	501 c3P	14,503	cash	Arts Culture
(196) Stavros Ctr for Independent LivingPO Box 2130 Amherst,MA01004	51-0172014	501c3	10,000	cash	Home Sweet Home Program
(197) Suffolk University41 Temple St Boston,MA02114	04-2133255	501c3	7,000	cash	Scholarship
(198) Suffolk University School of Law120 Tremont St Boston,MA02108	04-2133255	501c3	10,000	cash	Scholarship
(199) Survival Ctrs Inc1200 North Pleasant St N Amherst,MA01059	04-2698462	501c3	101,550	cash	Human Services
(200) Temple University1803 North BRd St Philadelphia,PA19122	23-1366008	501c3	12,500	cash	Scholarship
(201) Assoc For Community LivingOne Carando Dr Spfld,MA01104	04-2210685	501c3	134,427	cash	Human Services
(202) The Food Bank of Western Mass97 North Hatfield Rd Hatfield,MA01038	04-2751023	501c3	105,250	cash	Food Nutrition
(203) Grammar Sch at Somersville Inc41 School St Somersville,CT06072	04-2748113	501c3	5,500	cash	Private School
(204) The Performance Project Inc365 Bay St Spfld,MA01109	30-0158008	501c3	6,000	cash	Arts Culture
(205) The Salvation Army Divisional170 Pearl St Spfld,MA01040	22-2406008	501c3	115,350	cash	Human Services
(206) Shriners Hosp for Children Spfld516 Carew St Spfld,MA01104	04-2121377	501c3	21,377	cash	General Health
(207) Tilton Fund Inc75 North Main St S Deerfield,MA01373	04-6075146	501c3	8,000	cash	Education
(208) Top Floor Learning Inc1455 North Main St Palmer,MA01069	20-0525008	501c3	30,000	cash	Education
(209) Town of Agawam36 Main St Agawam,MA01001	04-6001065	501c3	11,003	cash	Education
(210) Town of Somers600 Main St Somersville,CT06071	06-6002086	501c3	9,000	cash	Human Services
(211) Treehouse Foundation IncOne Treehouse Circle Easthampton,MA01027	22-3849008	501c3	58,000	cash	Youth Developmnt
(212) Trinity College300 Summit St Harford,CT06106	06-0646927	501c3	7,000	cash	Scholarship
(213) Trustees of Reservations572 Essex St Beverly,MA01915	04-2105780	501c3	60,200	cash	Environmental
(214) Trustees of the Smith CollegeCollege Hall Northampton,MA01063	04-1843040	501c3	7,000	cash	Scholarship
(215) Trustees of Tufts CollegeBallou Hall Medford,MA02155	04-2103634	501c3	21,950	cash	Scholarship
(216) Union of Concerned Scientists IncTwo Brattle Square Cambridge,MA02138	04-2535767	501c3	15,350	cash	Environmental
(217) Unitarian Society of Northampton220 Main St Northampton,MA01060	04-2160539	501c3	17,548	cash	Religious Church
(218) United ARC of Franklin and Hampshire111 Summer St Greenfield,MA01301	04-2267562	501c3	70,800	cash	Positive Parenting Program in
(219) US Naval Academy Foundation291 Wood Rd Annapolis,MD21402	23-7004008	501c3	27,000	cash	College Univ
(220) United Way of Franklin Cty Inc51 Davis St Greenfield,MA01301	04-2212894	501c3	28,000	cash	Human Services
(221) University of Connecticut233 Glennbrook Rd Storrs,CT06269	06-0772160	501c3	169,000	cash	Scholarship
(222) University of Hartford200 Bloomfield Ave W Hartford,CT06117	06-0731360	501c3	56,700	cash	Scholarship
(223) University of Kentucky128 Funkhouser Bldg Lexington,KY40506	61-6001008	501c3	6,300	cash	Scholarship
(224) University of MaineFarmington224 Main St Farmington,ME04938	01-6000769	501c3	7,000	cash	Scholarship
(225) University of Mass374 Whitmore Admin Bldg Amherst,MA01003	04-3167352	501c3	12,100	cash	Education
(226) University of Mass Amherst255 Admin Bldg Amherst,MA01003	04-3167352	501c3	325,160	cash	Scholarship
(227) University of Mass Dartmouth285 Old Westport Rd N Dartmouth,MA02747	04-3167352	501c3	18,500	cash	Scholarship
(228) University of Mass Lowell883 Broadway St Lowell,MA01854	04-3167352	501c3	5,500	cash	Scholarship
(229) University of Vermont85 South Prospect St Burlington,VT05405	03-0179440	501c3	8,000	cash	Scholarship
(230) Urban League of Spfld Inc1 Federal St Spfld,MA01105	04-2133248	501c3	93,150	cash	Human Services
(231) Valley Comm Development Corp30 Market St Northampton,MA01060	22-2906008	501c3	10,800	cash	Community Imprv
(232) Valley Free Radio Inc140 Pine St Floreance,MA01060	20-3004008	501c3	6,000	cash	Advancing the Free Air Waves
(233) Vassar College124 Raymond Ave Poughkeepsie,NY12604	14-1339008	501c3	13,000	cash	Education
(234) Wesleyan University237 High St Middletown,CT06459	06-0646959	501c3	15,460	cash	Scholarship
(235) W Mass Council Inc Boy Scouts249 Exchange St Chicopee,MA01013	04-2104279	501c3	125,624	cash	Youth Developmnt
(236) Western Mass Regional LibraryPO Box 609 S Deerfield,MA01373	04-2738891	501c3	11,482	cash	Education
(237) Western New England College1215 Wilbraham Rd Spfld,MA01119	04-2108376	501c3	130,450	cash	scholarship
(238) Western New England College1216 Wilbraham Rd Spfld,MA01120	04-2108376	501c3	12,660	cash	College Univ
(239) Westfield Athenaeum6 Elm St Westfield,MA01085	04-6004372	501c3	17,600	cash	Education
(240) Westfield State Univesity577 Western Ave Westfield,MA01086	04-3062617	501c3	100,000	cash	Scholarship
(241) Weston Rehabilitation Assoc Inc28 Lower Westfield Rd Holyoke,MA01040	04-3162894	501c3	10,000	cash	Rehabilitation and Recovery
(242) WFCR Foundation Inc131 Cty Circle Amherst,MA01003	04-6130523	501c3	33,035	cash	Arts Culture
(243) WGBH Educational Foundation44 Hampden St Spfld,MA01103	04-2104397	501c3	60,950	cash	Education
(244) Whole Children Inc41 Russell St Hadley,MA01035	20-0657008	501c3	10,000	cash	Disability
(245) Wilbraham Monson Academy423 Main St Wilbraham,MA01095	04-2105838	501c3	80,300	cash	Private School
(246) Williston Northampton School19 Payson Ave Easthampton,MA01027	04-1975990	501c3	16,000	cash	Private School
(247) Womanshelter Companeras IncPO Box 1099 Holyoke,MA01041	04-2716766	501c3	7,500	cash	Human Services
(248) Womens Fund of Western Mass116 Pleasant St Easthampton,MA01027	04-3342411	501c3	85,707	cash	Community Imprv
(249) Worcester Polytechnic Institute100 Institute Rd Worcester,MA01609	04-2121659	501c3	20,400	cash	Scholarship
(250) YMCA of Greater Spfld275 Chestnut St Spfld,MA01104	04-1859893	501c3	13,450	cash	Human Services
(251) Youth Action Coalition Inc256 North Pleasant St Amherst,MA01004	04-3070456	501c3	13,600	cash	Arts for Change

Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image

251

Enter total number of other organizations ................................ . Bullet Image

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2010

Page 2

Part III

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant	(d)Amount of non-cash assistance	(e)Method of valuation (book, FMV, appraisal, other)	(f)Description of non-cash assistance

Part IV

Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.

Identifier	Return Reference	Explanation
SchI_P01_S00_L02	Schedule I, Part I, Line 2	Scholarships are paid to US educational institutions to which the student is attending and are refunded by the educational 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.

Schedule I (Form 990) 2010

Additional Data

Software ID:	10000077
Software Version:	v1.00

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number

22-3089640

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....

Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ...............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........

Participate in, or receive payment from, an equity-based compensation arrangement? ........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 50053T

Schedule J (Form 990) 2010

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.

(A) Name		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported in prior Form 990 or Form 990-EZ
(A) Name		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
(1) Ron Ancrum	(i) (ii)	149,173 0	0 0	0 0	0 0	0 0	149,173 0	76,202 0

Schedule J (Form 990) 2010

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.

Identifier	Return Reference	Explanation
SchJ_P01_S00_L03	Schedule J, Part I, Line 3	The 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.

Schedule J (Form 990) 2010

Additional Data

Software ID:	10000077
Software Version:	v1.00

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number

22-3089640

Part I

Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(b) Description of transaction	(c) Corrected?
1(a) Name of disqualified person	(b) Description of transaction	Yes	No

Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.

(a) Name of interested person and purpose	(b) Loan to or from the organization?		(c)Original principal amount	(d)Balance due	(e) In default?		(f) Approved by board or committee?		(g)Written agreement?
(a) Name of interested person and purpose	To	From	(c)Original principal amount	(d)Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b)Relationship between interested person and the organization	(c)Amount of grant or type of assistance

For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2010

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) Robert Atkinson	Trustee Emeriti	16,543	Legal services		No
(2) Michael J Riley	Employee	1,500	On the Board of AIM Mutual		No

Part V

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule L (see instructions).

Identifier	Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2010

Additional Data

Software ID:	10000077
Software Version:	v1.00

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

NonCash Contributions

Complete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number

22-3089640

Part I

Types of Property

	(a) Check if applicable	(b) Number of Contributions or items contributed	(c) Contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	21	954,624	Quotes
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it

must hold for at least three years from the date of the initial contribution, and which is not required to be used

for exempt purposes for the entire holding period? ..................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash

contributions? ............................

32a

If "Yes," describe in Part II.

If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) 2010

Page 2

Part II

Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.

Identifier	Return Reference	Explanation

Schedule M (Form 990) 2010

Additional Data

Software ID:	10000077
Software Version:	v1.00

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number

22-3089640

Identifier	Return Reference	Explanation
F990_P06_S0A_L02	Form 990, Part VI, Section A, Line 2	Certain Foundation Trustees provide professional services to other Foundation Trustees
F990_P06_S0B_L11a	Form 990, Part VI, Section B, Line 11a	Members 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_L12c	Form 990, Part VI, Section B, Line 12c	Each 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_L15	Form 990, Part VI, Section B, Line 15	The 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_L19	Form 990, Part VI, Section C, Line 19	Summary financial information is available in the Foundation's annual report which is in print and available on the website. The form 990 is also available on the Foundation's website. All other information is available upon request.
F990_P11_S00_L05	Form 990, Part XI, Line 5	Unrealized gains on investments

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2010

Additional Data

Software ID:	10000077
Software Version:	v1.00

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Employer identification number

22-3089640

Part I

Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)

(a) Name, address, and EIN of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) Community Foundation of Western Mass LLC 1500 Main Street Suite 2300 Springfield,MA01115	Vehicle to hold real estate	DE	0	0	N/A

Part II

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled organization
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2010

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership

Schedule R (Form 990) 2010

Page 3

Part V

Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III or IV.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .

m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of other organization	(b) Transaction type(a-r)	(c) Amount involved	(d) Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)

Schedule R (Form 990) 2010

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Are all partners section 501(c)(3) organizations?		(e) Share of end-of-year assets	(f) Disproprtionate allocations?		(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(h) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(e) Share of end-of-year assets	Yes	No	(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2010

Page 5

Part VII

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

Identifier	Return Reference	Explanation
SchR_P01_S00_L00	Schedule R, Part I	Part IV Line 33 CFWMC LLC Delaware for disposing gifts of real estate.

Additional Data

Software ID:	10000077
Software Version:	v1.00

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	6,478,013	4,961,007
9	Program service revenue (Part VIII, line 2g) .........	294,160	297,060
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,468,016	1,552,887
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	21,299	-378,845
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	8,261,488	6,432,109
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	6,947,245	7,847,328
14	Benefits paid to or for members (Part IX, column (A), line 4) ....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	910,238	962,061
16a	Professional fundraising fees (Part IX, column (A), line 11e)....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 317,333
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	545,209	514,275
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	8,402,692	9,323,664
19	Revenue less expenses. Subtract line 18 from line 12......	-141,204	-2,891,555
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16)............	89,075,471	94,683,487
21	Total liabilities (Part X, line 26)............	7,780,703	8,265,775
22	Net assets or fund balances. Subtract line 21 from line 20 .....	81,294,768	86,417,712

Sign Here

	Signature of officer	Date

	Type or print name and title.

Paid Preparer's Use Only	Preparer's signature	Date	Check if self- employed	Preparer’s taxpayer identification number (see instructions)
	Firm’s name (or yours if self-employed), address, and ZIP + 4			EIN
				Phone no.


4a	(Code: ) (Expenses $ 6,446,700 including grants of $ 5,946,266 ) (Revenue $ 296,239 )
	Grants 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.

4b	(Code: ) (Expenses $ 2,206,332 including grants of $ 1,901,062 ) (Revenue $ 821 )
	Community 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 terms

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services. (Describe in Schedule O.)
	(Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
4e	Total program service expenses$ 8,653,032

(A) Name and business address	(B) Description of services	(C) Compensation
Bank of America 1 Monarch Place Springfield,MA01115	Investment Management	239,000




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 1

1	Briefly describe the organization’s mission or most significant activities: Community Foundation whose mission is to enrich the quality of life in the region (Hampden, Hampshire and Franklin Counties in Massachusetts) by encouraging philanthropy, developing a permanent endowment and promoting efficiency in managing charitable funds.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ....	3	23
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	23
5	Total number of individuals employed in calendar year 2010 (Part V, line 2a) ...	5	14
6	Total number of volunteers (estimate if necessary) ....	6	100
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b	0

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) Sanford Belden Foundation Trustee	1	X		0	0	0
(19) Dianne Fuller Doherty Foundation Trustee	1	X		0	0	0
(20) Sue LoBello Foundation Trustee	1	X		0	0	0
(21) Steven Mitus Foundation Trustee	1	X		0	0	0
(22) Jay Primack Foundation Trustee	1	X		0	0	0
(23) George Keady Foundation Trustee	1	X		0	0	0
(24) Ron Ancrum President	40		X	149,173	0	149,173

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	149,173	0	149,173

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a		0
b	Membership dues....1b		0
c	Fundraising events....1c		0
d	Related organizations...1d		0
e	Government grants (contributions)1e		0

f	All other contributions, gifts, grants, and similar amounts not included above1f		4,961,007
g	Noncash contributions included in lines 1a-1f:$ 954,624
h	Total. Add lines 1a-1f.......			4,961,007
			Business Code
2a	Administrative Revenue		561,000	297,060	297,060	0	0
b
c
d
e
f	All other program service revenue .			0	0	0	0
g	Total. Add lines 2a–2f........			297,060
3	Investment income (including dividends, interest
	and other similar amounts).....			1,552,887	1,552,887	0	0
4	Income from investment of tax-exempt bond proceeds..			0	0	0	0
5	Royalties............			0	0	0	0
		(i) Real	(ii) Personal
6a	Gross Rents
b	Less: rental expenses
c	Rental income or (loss)	0	0
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses
c	Gain or (loss)	0	0
d	Net gain or (loss)..........
8a	Gross income from fundraising events (not including $ 0 of contributions reported on line 1c). See Part IV, line 18 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a	Change in Split Int Agreements		900,099	-378,845	-378,845	0	0
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			-378,845
12	Total revenue. See Instructions....			6,432,109	1,471,102	0	0


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			486,392	1	551,903
2	Savings and temporary cash investments .......			2,728,805	2	1,557,070
3	Pledges and grants receivable, net .........			340,609	3	245,473
4	Accounts receivable, net .........			0	4	0
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........			0	5	0
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........			0	6	0
7	Notes and loans receivable, net .............			3,238,919	7	3,266,847
8	Inventories for sale or use ..............			0	8	0
9	Prepaid expenses and deferred charges ............			28,243	9	29,453
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	136,337
b	Less: accumulated depreciation. .....	10b	121,115	19,843	10c	15,222
11	Investments—publicly traded securities ..........			73,230,389	11	67,369,211
12	Investments—other securities. See Part IV, line 11 ......			9,002,271	12	21,648,308
13	Investments—program-related. See Part IV, line 11 ..				13	0
14	Intangible assets .........			0	14	0
15	Other assets. See Part IV, line 11 ...........				15	0
16	Total assets. Add lines 1 through 15 (must equal line 34)...			89,075,471	16	94,683,487
17	Accounts payable and accrued expenses .			40,534	17	28,631
18	Grants payable ..........				18
19	Deferred revenue ..........				19
20	Tax-exempt bond liabilities ..........				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities. Complete Part X of Schedule D.....			7,740,169	25	8,237,144
26	Total liabilities. Add lines 17 through 25.....			7,780,703	26	8,265,775
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			24,860,931	27	25,946,772
28	Temporarily restricted net assets .....			51,742,908	28	55,780,011
29	Permanently restricted net assets .....			4,690,929	29	4,690,929
	Organizations that do not follow SFAS 117, check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances .....			81,294,768	33	86,417,712
34	Total liabilities and net assets/fund balances .....			89,075,471	34	94,683,487