TY 2011 Form 990

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)
(1) Stephen A Davis Foundation Trustee	1	X
(2) Irene Rodriguez Martin Foundation Trustee	1	X
(3) Peter Daboul Foundation Trustee	5	X
(4) Michael Fritz Foundation Trustee	1	X
(5) Sonia M Nieto Foundation Trustee	1	X
(6) Mary Ellen Scott Foundation Trustee	1	X
(7) Richard B Steele Jr Foundation Trustee	1	X
(8) Willie Hill Foundation Trustee	1	X
(9) Robert Pura Foundation Trustee	1	X
(10) Amy Jamrog Foundation Trustee	1	X
(11) Dana R Barrows Foundation Trustee	1	X
(12) Ralph Tate Foundation Trustee	1	X
(13) Sanford Belden Foundation Trustee	1	X
(14) Dianne Fuller Doherty Foundation Trustee	1	X
(15) Sue LoBello Foundation Trustee	1	X
(16) Steven Mitus Foundation Trustee	1	X
(17) Jay Primack 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 United States. See Part IV, line 21	6,911,001	6,911,001
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. 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 ....	150,235	93,146	21,033	36,056
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	599,720	371,826	83,961	143,933
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	58,316	36,156	8,164	13,996
9	Other employee benefits .......	78,421	48,621	10,979	18,821
10	Payroll taxes ...........	62,318	38,637	8,725	14,956
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	27,334	16,947	3,827	6,560
c	Accounting ...........	92,595	57,409	12,963	22,223
d	Lobbying ...........	0	0	0	0
e	Professional fundraising. See Part IV, line 17..	0			0
f	Investment management fees ......	196,591	12,400	179,391	4,800
g	Other ..........	1,308	811	183	314
12	Advertising and promotion ....	4,426	2,744	620	1,062
13	Office expenses .......	64,458	39,964	9,024	15,470
14	Information technology ......	45,455	28,182	6,364	10,909
15	Royalties ..
16	Occupancy ...........	96,609	42,508	32,847	21,254
17	Travel ............	11,221	6,957	1,571	2,693
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	92,413	57,298	12,936	22,179
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	12,158	5,349	4,134	2,675
23	Insurance ..............	11,040	4,857	3,754	2,429
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a	Publications	21,363	13,245	2,991	5,127
b
c
d
e
f	All other expenses
25	Total functional expenses. Add lines 1 through 24f	8,536,982	7,788,058	403,467	345,457
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet
	1	Cashnon-interest-bearing ..........	551,903	1	0
2	Savings and temporary cash investments .......	1,557,070	2	3,257,820
3	Pledges and grants receivable, net .........	245,473	3	144,630
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 .............	3,266,847	7	3,509,022
8	Inventories for sale or use ..............	0	8	0
9	Prepaid expenses and deferred charges ............	29,453	9	29,275
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	144,618
b	Less: accumulated depreciation. .....	10b	133,272	15,222	10c	11,346
11	Investments—publicly traded securities ..........	67,369,211	11	67,803,881
12	Investments—other securities. See Part IV, line 11 ......	21,648,308	12	23,254,918
13	Investments—program-related. See Part IV, line 11 ..	0	13	0
14	Intangible assets .........	0	14	0
15	Other assets. See Part IV, line 11 ...........	0	15	0
16	Total assets. Add lines 1 through 15 (must equal line 34)...	94,683,487	16	98,010,892
	17	Accounts payable and accrued expenses .	28,631	17	71,333
18	Grants payable ..........		18	0
19	Deferred revenue ..........		19	0
20	Tax-exempt bond liabilities ..........		20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21	0
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22	0
23	Secured mortgages and notes payable to unrelated third parties ..		23	0
24	Unsecured notes and loans payable to unrelated third parties ....		24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.....	8,237,144	25	8,199,222
26	Total liabilities. Add lines 17 through 25.....	8,265,775	26	8,270,555
		Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....	25,946,772	27	28,847,007
28	Temporarily restricted net assets .....	55,780,011	28	56,202,369
29	Permanently restricted net assets .....	4,690,929	29	4,690,961
	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 .....	86,417,712	33	89,740,337
34	Total liabilities and net assets/fund balances .....	94,683,487	34	98,010,892

- 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

2011

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) 2011

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) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	8,923,706	7,449,442	8,210,442	6,478,013	4,961,007	36,022,610
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......				0		0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..				0		0
4	Total. Add lines 1 through 3..	8,923,706	7,449,442	8,210,442	6,478,013	4,961,007	36,022,610
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)..						5,982,169
6	Public Support. Subtract line 5 from line 4.						30,040,441

Section B. Total Support

Calendar year(or fiscal year beginning in)		(a) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
7	Amounts from line 4..	8,923,706	7,449,442	8,210,442	6,478,013	4,961,007	36,022,610
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	3,288,281	2,929,506	1,829,131	1,468,016	1,552,887	11,067,821
9	Net income from unrelated business activities, whether or not the business is regularly carried on..				0	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).						47,090,431

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)) .........

63.793 %

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

65.083 %

16a

33 1/3% support test—2011. 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—2010. 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—2011. 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—2010. 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) 2011

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) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(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) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(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 2011 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2010 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2010 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2011. 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—2010. 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) 2011

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) 2011

Additional Data

Software ID:	11000129
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

2011

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, total 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 total 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 on line H of its
Form 990-EZ or on Part I, 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) (2011)

Page 2

Name of organization COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part I	Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total 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) Total 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) Total 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) Total 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) Total 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) Total 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) (2011)

Page 3

Name of organization COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part II	Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2011)

Page 4

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

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
that total 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

$
Use duplicate copies of Part III if additional space is needed

(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) (2011)

Additional Data

Software ID:	11000129
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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2011

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 .......	257	279
2	Aggregate contributions to (during year) ...	5,879,597	4,668,576
3	Aggregate grants from (during year) ...	4,668,576	2,242,425
4	Aggregate value at end of year .......	25,964,308	68,920,571

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 can 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 education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 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, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 (ASC 958), 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 (ASC 958), 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 (ASC 958), 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) 2011

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	(d)Three Years Back
1a	Beginning of year balance ....	61,196,679	57,891,223	43,674,099	60,086,713
b	Contributions ........	1,542,206	865,847	2,457,947	3,582,298
c	Net investment earnings, gains, and losses ...	799,091	5,941,655	14,899,229	-16,955,268
d	Grants or scholarships .....	2,419,918	2,727,138	2,400,677	2,329,605
e	Other expenditures for facilities and programs ........	0	0	0	0
f	Administrative expenses ....	727,647	774,908	739,375	710,039
g	End of year balance ......	60,390,411	61,196,679	57,891,223	43,674,099

Provide the estimated percentage of the year end balance (line 1g) held as:

Board designated or quasi-endowment SchDMd Bullet

30 %

Permanent endowment SchDMd Bullet

40 %

Temporarily restricted endowment SchDMd Bullet

30 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

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

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

Description of property		(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 ................	0	144,618	133,272	11,346
e	Other .................	0	0	0	0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......					11,346

Schedule D (Form 990) 2011

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	13,877,267	F
(2)Closely-held equity interests	9,377,651	F
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	23,254,918

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) must 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) must 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) Book value
Federal Income Taxes		0
Agency Funds		5,583,268
Liability Under Unitrust Agreements		2,615,954







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		8,199,222
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) 2011

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	10,204,380
2	Total expenses (Form 990, Part IX, column (A), line 25) .....................	2	8,536,982
3	Excess or (deficit) for the year. Subtract line 2 from line 1 .............	3	1,667,398
4	Net unrealized gains (losses) on investments ..........................	4	1,655,227
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 through 8 .........................	9	1,655,227
10	Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 .........	10	3,322,625

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	11,859,607
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	1,655,227
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	1,655,227
3	Subtract line 2e from line 1.....................			3	10,204,380
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 must equal Form 990, Part I, line 12.) ......			5	10,204,380

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements .............			1	8,536,982
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	8,536,982
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 must equal Form 990, Part I, line 18.) ......			5	8,536,982

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) 2011

Additional Data

Software ID:	11000129
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

2011

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) 1540 Connection53 Otis St Westborough,MA01581	26-2874008	501c3	15,000	cash	General Health
(2) Arcadia PlayersPO Box 387 Northampton,MA01061	04-3074722	501c3	5,100	cash	Human Services
(3) Action Against Hunger USA247 West 37th St New York,NY10018	13-3327008	501c3	10,000	cash	Food and Nutrition
(4) Alzheimers Association225 N Michigan Ave Chicago,IL60601	36-3464008	501c3	7,000	cash	General Health
(5) Alzheimers Dis Assoc MA NH480 Pleasant St Watertown,MA02472	04-2731194	501c3	10,000	cash	General Health
(6) America Walks IncPO Box 10581 Portland,OR97296	04-3401323	501c3	15,000	cash	Community Imprv
(7) American Cancer Society IncPO Box 720366 Oklahoma City,OK73162	13-1788008	501c3	10,593	cash	General Health
(8) American International College1000 State St Springfield,MA01109	04-2103701	501c3	78,475	cash	Scholarships
(9) Amer Red Cross Pioneer Valley506 Cottage St Springfield,MA01104	53-0197008	501c3	21,450	cash	Human Services
(10) Amherst Cinema Arts Center Inc28 Amity St Amherst,MA01002	04-3456950	501c3	35,900	cash	Arts and Culture
(11) Artspace Com Arts Center15 Mill St Greenfield,MA01302	23-7354008	501c3	7,100	cash	Arts and Culture
(12) Atheneum Soc of Wilb Inc450 Main St Wilbraham,MA01095	23-7349008	501c3	7,349	cash	Arts and Culture
(13) Babson College231 Forest St Babson Park,MA02457	04-2103544	501c3	18,000	cash	Scholarships
(14) Bay Path College588 Longmeadow St Longmeadow,MA01106	04-2103865	501c3	25,000	cash	College Univ
(15) Bay Path College588 Longmeadow St Longmeadow,MA01106	04-2103865	501c3	42,661	cash	Scholarships
(16) Baystate Health Found Inc280 Chestnut St 6th Fl Springfield,MA01199	04-3549011	501c3	279,814	cash	General Health
(17) Bay State Reading Institute114 Jennings Rd Holliston,MA01746	32-0161930	501c3	10,100	cash	Education
(18) Becker College61 Sever St Worcester,MA01609	04-2108346	501c3	6,000	cash	Scholarships
(19) Behavioral Health Network Inc417 Liberty St Springfield,MA01104	04-2103756	501c3	6,500	cash	Human Services
(20) Bennington College CorpOne College Dr Bennington,VT05201	03-0179414	501c3	14,500	cash	College Univ
(21) Bentley University175 Forest St Waltham,MA02452	04-1081650	501c3	18,000	cash	Scholarships
(22) Berkshire Children and Fam Inc480 West St Pittsfield,MA01201	04-2226238	501c3	175,674	cash	Human Services
(23) Big BrsBig Sis Assoc of Frkln Cty16 Court Square 3rd Fl Greenfield,MA01302	04-2491950	501c3	6,000	cash	Human Services
(24) Boston College140 Commonwealth Ave Chestnut Hill,MA02467	04-2103545	501c3	13,000	cash	Scholarships
(25) Boston University881 Commonwealth Ave Boston,MA02215	04-2103547	501c3	26,700	cash	Scholarships
(26) Boys and Girls Club Family Center Inc100 Acorn St Springfield,MA01109	04-2105940	501c3	8,706	cash	Youth Developmnt
(27) Boys and Girls Club of Grtr Holyoke70 Nick Cosmos Way Holyoke,MA01041	04-2103792	501c3	16,203	cash	Youth Developmnt
(28) Boys and Girls Club of Grtr Westfield28 West Silver St Westfield,MA01086	04-2464259	501c3	41,123	cash	Youth Developmnt
(29) Bridgewater State CollegeTillinghast Hall Bridgewater,MA02325	04-3010428	501c3	7,500	cash	Scholarships
(30) Brightside IncPO Box 9012 Springfield,MA01102	04-2182395	501c3	39,962	cash	Human Services
(31) Brown UniversityPO Box 1877 Providence,RI02912	05-0258809	501c3	5,250	cash	College Univ
(32) Bryant University1150 Douglas Pike Smithfield,RI02917	05-0258810	501c3	21,000	cash	Scholarships
(33) Bur for Exceptional Children IncPO Box 1039 Holyoke,MA01041	23-7228632	501c3	7,462	cash	Human Services
(34) Cancer Connection Inc41 Locust St Northampton,MA01060	04-3493483	501c3	18,550	cash	Human Services
(35) Roman Cath Diocese of Spfld65 Elliot St Springfield,MA01002	86-1122008	501c3	20,000	cash	Human Services
(36) Ctr for Human Development Inc332 Birnie Ave Springfield,MA01107	04-2503926	501c3	21,500	cash	Human Services
(37) Center for New Americans42 Gothic St Northampton,MA01060	04-3224215	501c3	11,851	cash	Human Services
(38) Central CT State University1615 Stanley St New Britain,CT06050	06-1303381	501c3	16,000	cash	Scholarships
(39) Church of God in Christ Fam Ser35 Alden St Springfield,MA01109	23-7002419	501c3	10,000	cash	Human Services
(40) Clinical and Support Options Inc8 Atwood Dr Northampton,MA01060	04-2206041	501c3	20,000	cash	Human Services
(41) College of Our Lady of the Elms291 Springfield St Chicopee,MA01013	04-2225850	501c3	66,700	cash	Scholarships
(42) College of Our Lady of the Elms291 Springfield St Chicopee,MA01013	04-2225850	501c3	15,000	cash	College Univ
(43) Com Action of Frkln Hampshire393 Main St Greenfield,MA01301	04-2384972	501c3	75,614	cash	Human Services
(44) Com Adolescent Res and Ed Ctr247 Cabot St Holyoke,MA01040	04-2962882	501c3	87,660	cash	Human Services
(45) Com Economic Dev Assist CorpOne Center Plaza Boston,MA02465	04-2962882	501c3	10,000	cash	Human Services
(46) Community Education Project Inc317 Main St Holyoke,MA01040	04-3458723	501c3	9,000	cash	Human Services
(47) Com Health Ctr of Franklin Cty338 Montague City Rd Turners Falls,MA01376	04-3312968	501c3	15,000	cash	Human Services
(48) Com Involved in Sustaining AgOne Sugarloaf St S Deerfield,MA01373	04-3416862	501c3	19,750	cash	Community Imprv
(49) Com Music School of Springfield127 State St Springfield,MA01103	22-2501008	501c3	52,625	cash	Education
(50) Com United Way of Pioneer Valley1441 Main St Springfield,MA01103	04-2152680	501c3	25,853	cash	Human Services
(51) Community YMCA of Greenfield451 Main St Greenfield,MA01301	04-2149363	501c3	35,600	cash	Human Services
(52) Congregational Church of Holland11 Sturbridge Rd Holland,MA01521	04-3069643	501c3	6,582	cash	Religious Church
(53) CT River Watershed Council15 Bank Row Greenfield,MA01301	04-2148397	501c3	13,400	cash	Environmental
(54) Cooley Dickinson Hosp Health Care30 Locust St Northampton,MA01060	04-2103561	501c3	32,759	cash	General Health
(55) Cooperative Dev InstitutePO Box 422 Shelburne Falls,MA01370	04-3241596	501c3	13,000	cash	Community Imprv
(56) Cooperative Fund of N EnglandPO Box 3413 Amherst,MA01004	03-0264092	501c3	10,100	cash	Community Imprv
(57) Cornell UniversityPO Box 223623 Pittsburgh,PA15251	15-0532008	501c3	10,750	cash	College Univ
(58) Cutchins Prog for Children and Fam78 Pomeroy Terrace Northampton,MA01060	04-2604427	501c3	11,200	cash	Human Services
(59) Dakin Pioneer Valley Humane SocPO Box 6307 Springfield,MA01101	20-5319008	501c3	29,634	cash	Animal Related
(60) Dana Farber Cancer Institute Inc10 Brookline Place West 6th Fl Brookline,MA02445	04-2263040	501c3	12,400	cash	General Health
(61) DevelopSpringfield Corporation1182 Main St Springfield,MA01103	26-3863008	501c3	11,000	cash	Human Services
(62) Digital Divide Data115 West 30th St Ste 400 New York,NY10001	20-1148008	501c3	11,000	cash	Education
(63) Doctors Without Borders USA Inc333 Seventh Ave 2nd Fl New York,NY10001	13-3433008	501c3	14,300	cash	General Health
(64) Drama Studio IncPO Box 80892 Springfield,MA01138	22-2823008	501c3	11,450	cash	Arts and Culture
(65) Eagle Hill Foundation of MA242 Old Petersham Rd Hardwick,MA01037	04-2761985	501c3	10,000	cash	Private School
(66) Early Childhood Ctrs of Grtr Spfld15 Catharine St Springfield,MA01109	04-2545187	501c3	8,021	cash	Education
(67) Earthdance Creative Living Proj Inc252 Prospect St Plainfield,MA01070	22-2996008	501c3	13,300	cash	Human Services
(68) E Longmeadow Scholarships FoundP O Box 66 E Long,MA01028	04-2592638	501c3	22,300	cash	Education
(69) Emerson College120 Boylston St Boston,MA02116	04-1286950	501c3	7,500	cash	Scholarships
(70) Enchanted Circle Inc4 Open Square Way Studio 206 Holyoke,MA01040	04-2685213	501c3	5,650	cash	Arts and Culture
(71) Fairfield UniversityP O Box 762 Fairfield,CT06430	06-0646623	501c3	10,500	cash	Scholarships
(72) Feeding Hills Cong Church21 N Westfield St Feeding Hills,MA01030	04-2311639	501c3	10,596	cash	Religious Church
(73) First Church of Christ in Long763 Longmeadow St Longmeadow,MA01106	04-2104075	501c3	5,438	cash	Religious Church
(74) First Church of Monson5 High St Monson,MA01057	04-6054104	501c3	20,000	cash	Human Services
(75) First Cong Church of Brimfield20 Main St Brimfield,MA01010	13-1957221	501c3	20,000	cash	Human Services
(76) First Cong Church of S HadleyOne Church St S Hadley,MA01075	04-2115501	501c3	10,700	cash	Religious Church
(77) Fitchburg State College160 Pearl St Fitchburg,MA01420	04-6002284	501c3	11,600	cash	Scholarships
(78) FOCUS Alt Learning Ctr Inc126 Dowd Ave Canton,CT06019	31-1725008	501c3	10,000	cash	Education
(79) Fourth Presbyterian Church5500 River Rd Bethesda,MD20816	53-0197008	501c3	8,500	cash	Religious Church
(80) Fractured Atlas Productions Inc248 West 35th St 10th Fl New York,NY10001	11-3452008	501c3	7,000	cash	Arts and Culture
(81) Framingham State College100 State St Framingham,MA01701	04-6002284	501c3	5,100	cash	Scholarships
(82) Franciscan Mountain Retreat IncPO Box 100 W Clarksville,NY14806	22-2439008	501c3	5,200	cash	Religious Church
(83) Franklin Area Survival Ctr Inc96 Fourth St Turners Falls,MA01376	04-2776526	501c3	8,000	cash	Human Services
(84) Franklin County Com Dev324 Wells St Greenfield,MA01301	04-2678309	501c3	7,000	cash	Human Services
(85) Franklin CountyMeals ProgPO Box 172 Greenfield,MA01301	22-3027098	501c3	5,500	cash	Human Services
(86) Franklin County DIAL SELF Inc21 Abbott St Greenfield,MA01302	04-2619617	501c3	11,000	cash	Human Services
(87) Franklin Cty Home Care Corp330 Montague City Rd Turners Falls,MA01376	04-2542539	501c3	22,500	cash	Human Services
(88) Franklin Land Trust Inc679A Mohawk Trail Shelburne Falls,MA01370	22-2744008	501c3	11,500	cash	Environmental
(89) Franklin Pierce University40 University Dr Rindge,NH03461	02-0263136	501c3	20,000	cash	College Univ
(90) Frds of Grandmothers Garden IncPO Box 1432 Westfield,MA01086	04-3267287	501c3	39,809	cash	Environmental
(91) Frds of the Holyoke Coun on Aging310 Appleton St Holyoke,MA01040	01-0910861	501c3	10,800	cash	Building Fund
(92) Friends of the Homeless Inc755 Worthington St Springfield,MA01105	22-2787008	501c3	100,700	cash	Housing
(93) George Washington Univ2121 Eye St NW Washington,DC20052	53-0197008	501c3	5,500	cash	Scholarships
(94) Girls Incorporated of Holyoke6 Open Square Way Holyoke,MA01041	04-2748244	501c3	19,450	cash	Youth Developmnt
(95) Grace Episcopal Church14 Boltwood Ave Amherst,MA01002	04-2104256	501c3	6,050	cash	Religious Church
(96) Greater Spfld Senior Services66 Industry Ave Springfield,MA01104	04-2510895	501c3	11,889	cash	Human Services
(97) Greenfield Community CollegeOne College Dr Greenfield,MA01301	23-7090085	501c3	9,700	cash	Scholarships
(98) Greenfield Com College Found270 Main St Greenfield,MA01302	04-2449856	501c3	94,900	cash	Education
(99) Hampshire Com United Way71 King St Northampton,MA01061	04-2104792	501c3	12,649	cash	Human Services
(100) Hampshire Edl Collaborative97 Hawley St Northampton,MA01061	04-2562893	501c3	6,600	cash	Education
(101) HAP Inc322 Main St Springfield,MA01105	04-2518368	501c3	20,000	cash	Housing
(102) Heath Agricultural Society Inc21 Number9 Rd Heath,MA01346	04-2607187	501c3	11,375	cash	Environment
(103) Hitchcock Free Academy2 Brookfield Rd Brimfield,MA01010	04-2277210	501c3	14,900	cash	Education
(104) Holy Name Church323 Dickinson St Springfield,MA01108	04-2121346	501c3	6,134	cash	Education
(105) Holyoke Catholic High School134 Springfield St Chicopee,MA01013	04-2315532	501c3	30,846	cash	Education
(106) Holyoke Com College303 Homestead Ave Holyoke,MA01040	04-2719849	501c3	73,050	cash	Scholarships
(107) Holyoke Com College Found303 Homestead Ave Holyoke,MA01040	23-7182008	501c3	18,250	cash	College Univ
(108) Holyoke Public Library Corp335 Maple St Holyoke,MA01040	04-6002895	501c3	11,500	cash	Arts and Culture
(109) Homework House Inc54 N Summer St Holyoke,MA01041	56-2667008	501c3	8,250	cash	Education
(110) Hospice of Franklin County Inc329 Conway St Ste 2 Greenfield,MA01301	20-1612008	501c3	10,000	cash	General Health
(111) Human Rights Defense CenterPO Box 2420 W Brattleboro,VT05303	94-3143008	501c3	10,000	cash	Human Services
(112) Intl Center for Journalists1616 H St NW Third Fl Washington,DC20006	11-2725008	501c3	10,000	cash	Human Services
(113) Intl Rescue Committee Inc122 East 42nd St Washington,DC20009	13-5661008	501c3	10,700	cash	Human Services
(114) Jewish Federation of Wmass1160 Dickinson St Springfield,MA01108	04-2127023	501c3	16,918	cash	Human Services
(115) Jewish Guild for the Blind15 West 65th St New York,NY10023	13-1624008	501c3	150,000	cash	General Health
(116) Johnson Memorial Hospital201 Chestnut Hill Rd Stafford Springs,CT06076	06-0646696	501c3	160,000	cash	General Health
(117) Karuna Ctrr for Peacebuilding Inc447 West St Amherst,MA01002	04-3437359	501c3	20,104	cash	Community Imprv
(118) Kestrel Land TrustPO Box 1016 Amherst,MA01004	04-6243236	501c3	29,250	cash	Environmental
(119) L John Schinelli Renal Assist Fund999 River Rd Agawam,MA01001	20-0995008	501c3	10,000	cash	General Health
(120) Le Moyne College1419 Salt Springs Rd Syracuse,NY13214	15-0546008	501c3	6,000	cash	Scholarships
(121) Lorraines Soup Kitchen and Pantry Inc170 Pendexter Ave Chicopee,MA01013	04-2616751	501c3	13,000	cash	Human Services
(122) Lutheran Social Ser of N England1214 East Worcester St Worcester,MA01604	04-2496563	501c3	6,000	cash	Human Services
(123) Maine Maritime Museum243 Washington St Bath,ME04530	01-0271477	501c3	10,000	cash	Education
(124) Maine Public Broadcasting Corp1450 Lisbon St Lewiston,ME04240	22-3172008	501c3	10,035	cash	Education
(125) Mass Mentoring Partnership Inc105 Chauncy St Boston,MA02111	22-3208008	501c3	7,500	cash	Education
(126) MasssAdoption Resource Exchange45 Franklin St Boston,MA02110	04-2227431	501c3	8,000	cash	Human Services
(127) Mass Audubon Society Inc208 South Great Rd Lincoln,MA01773	04-2104702	501c3	26,046	cash	Environmental
(128) Mass College of Liberal Arts357 Church St N Adams,MA02147	04-2660810	501c3	13,000	cash	Scholarships
(129) Masss College of Pharmacy179 Longwood Ave Boston,MA02115	04-2104700	501c3	8,000	cash	Scholarships
(130) Mass Institute of Technology77 Massachusetts Ave Cambridge,MA02139	04-2103594	501c3	6,000	cash	Scholarships
(131) Mass Workforce Alliance Inc14 Beacon St Boston,MA02108	04-0089926	501c3	7,500	cash	Human Services
(132) M Smith End for Excellence in Ed1 Silverwood Terrace S Hadley,MA01075	04-3558819	501c3	15,200	cash	Education
(133) Monson Home for Aged People Inc106 Main St Monson,MA01057	04-2127024	501c3	20,000	cash	Human Services
(134) Montague Catholic Soc Ministries4143 Third St Turners Falls,MA01376	04-3274078	501c3	9,000	cash	Human Services
(135) MotherWoman Inc96 N Pleasant St Amherst,MA01004	14-1867008	501c3	8,000	cash	Human Services
(136) Mt Grace Land Conservation Tr1461 Old Keene Rd Athol,MA01331	04-2938967	501c3	8,600	cash	Environmental
(137) Mount Holyoke College50 College St S Hadley,MA01075	04-2103578	501c3	10,500	cash	Scholarships
(138) Mt Toby Monthly Mtg of Friends475 New Salem Rd Wendell,MA01379	51-0193008	501c3	7,000	cash	Religious Church
(139) MultiService Eating Disorders Assoc92 Pearl St Newton,MA02458	04-3224394	501c3	11,000	cash	MEDA Workshops in western
(140) Natl Conf for Com and Justice CT WMA820A Prospect Hill Rd Windsor,CT06095	14-1938008	501c3	31,000	cash	Community Imprv
(141) National Guild for Com Arts Ed520 8th Ave Ste 302 New York,NY10018	13-6161008	501c3	29,500	cash	Arts and Culture
(142) National Priorities Project243 King St Ste 109 Northampton,MA01060	04-3070112	501c3	10,150	cash	Community Imprv
(143) Natl Soc for the Gifted Talented9 West Broad St Stamford,CT06902	16-1689008	501c3	5,128	cash	Education
(144) N England Public Radio Found131 County Circle Amherst,MA01003	04-6130523	501c3	51,139	cash	Arts and Culture
(145) New England School of Law154 Stuart St Boston,MA02116	04-2152671	501c3	8,000	cash	Scholarships
(146) New Hope Com Health Clinic Inc915 Plumtree Rd Springfield,MA01119	20-2865008	501c3	9,000	cash	General Health
(147) New Pond Farm Ed Ctr Inc101 Marchant Rd W Redding,CT06896	61-1108007	501c3	10,000	cash	Education
(148) New York University25 West 4th St New York,NY10012	13-5562008	501c3	7,500	cash	Scholarships
(149) Nichols College of BusinessCenter Rd P O Box 5000 Dudley,MA01571	04-2104778	501c3	53,000	cash	College Univ
(150) Noble Health Systems Inc115 West Silver St Westfield,MA01086	04-2131755	501c3	25,437	cash	General Health
(151) Northampton Arts Council Inc240 Main St Northampton,MA01060	05-0523540	501c3	6,400	cash	Arts and Culture
(152) Northampton Com Music Ctr Inc139 South St Northampton,MA01060	04-3428393	501c3	17,150	cash	Arts and Culture
(153) Northampton Ed Found IncPO Box 44 Northampton,MA01061	04-3157289	501c3	16,354	cash	Education
(154) Northampton Survival Ctr Inc265 Prospect St Northampton,MA01060	04-2774166	501c3	23,300	cash	Food and Nutrition
(155) Northeastern University360 Huntington Ave Boston,MA02115	04-1679980	501c3	27,500	cash	Scholarships
(156) Northfield Mt Hermon SchoolOne Lamplighter Way MT Hermon,MA01354	04-2109865	501c3	7,500	cash	Education
(157) Nueva Esperanza Inc401 Main St Holyoke,MA01040	04-2774010	501c3	8,000	cash	Education
(158) Old Deerfield Prod Inc7 Memorial St Deerfield,MA01342	26-1773008	501c3	5,100	cash	Arts and Culture
(159) Open Fld Found Bramble Hill Farm593 South Pleasant St Amherst,MA01002	04-3313646	501c3	13,000	cash	Fertile Ground School Food
(160) OxfamAmerica Inc226 Causeway St Boston,MA02114	23-7069008	501c3	24,100	cash	Human Services
(161) Paris Press IncPO Box 487 Ashfield,MA01330	04-3302441	501c3	34,000	cash	Arts and Culture
(162) Pathfinder International9 Galen St Ste 217 Watertown,MA02472	53-0235008	501c3	25,000	cash	General Health
(163) Peace Development Fund Inc44 N Prospect St Amherst,MA01004	04-2738794	501c3	15,100	cash	Community Imprv
(164) Pioneer Valley Assembly of God63 Old Chester Rd Huntington,MA01050	44-0577787	501c3	10,000	cash	Human Services
(165) Pioneer Valley Reg Ventures Ctr60 Congress St Springfield,MA01104	04-3560951	501c3	6,000	cash	Human Services
(166) Planned Parenthood Fed of Amer434 West 33rd St New York,NY10001	13-1644008	501c3	9,800	cash	Education
(167) Planned Parenthood League of MA1055 Commonwealth Ave Boston,MA02115	04-2698497	501c3	11,500	cash	General Health
(168) Quabbin Mediation Inc13 South Main St Orange,MA01364	04-3429086	501c3	8,000	cash	Human Services
(169) Reader to Reader Inc38 Woodside Ave Amherst,MA01002	03-0496901	501c3	42,100	cash	Education
(170) Rebuilding Together Spfld Inc1145 Main St Ste 111 Springfield,MA01103	04-3172737	501c3	10,000	cash	Community Imprv
(171) Reg Employ Bd of Hampden Cty1441 Main St Springfield,MA01103	22-2489896	501c3	15,433	cash	Community Imprv
(172) Rensselaer Polytechnic Institute110 Eight St Troy,NY12180	14-1340095	501c3	14,000	cash	Scholarships
(173) River Valley Counseling Ctr Inc319 Beech St Holyoke,MA01040	04-2174657	501c3	20,000	cash	General Health
(174) Roman Catholic Diocese of Spfld65 Elliot St Springfield,MA01101	04-3437398	501c3	63,900	cash	Human Services
(175) Russian Com Assoc of MA1845 Commonwealth Ave Boston,MA02135	04-3102943	501c3	27,500	cash	Human Services
(176) Safe Passage Inc43 Center St Northampton,MA01060	04-2690131	501c3	12,100	cash	Human Services
(177) Saint Joseph College1678 Asylum Ave W Hartford,CT06117	06-0646829	501c3	6,000	cash	Scholarships
(178) Saint Joseph College Corp1678 Asylum Ave W Hartford,CT06118	06-0646829	501c3	7,500	cash	College Univ
(179) Salem State College352 Lafayette St Salem,MA01970	04-2325342	501c3	7,500	cash	Scholarships
(180) Shea Com Theater Inc71 Ave A Turners Falls,MA01376	04-2998644	501c3	5,700	cash	Arts and Culture
(181) Shriners Hosp for ChildrenPO Box 31356 Tampa,FL33631	36-2194008	501c3	10,596	cash	General Health
(182) Simmons College300 The Fenway Boston,MA02115	04-2103629	501c3	7,000	cash	Scholarships
(183) Srs of Providence Health Sys271 Carew St Springfield,MA01102	04-3398374	501c3	9,700	cash	Human Services
(184) Smith Voc and Ag High School80 Locust St Northampton,MA01060	04-6001406	501c3	8,000	cash	Scholarshipss
(185) Sons and Daughters of HawleyPO Box 206 Hawley,MA01339	04-2738928	501c3	6,000	cash	Community Imprv
(186) South End Com Center IncPO Box 30192 Springfield,MA01103	04-2103854	501c3	8,000	cash	Human Services
(187) S Hadley Historical Society IncPO Box 387 S Hadley,MA01075	52-2084008	501c3	5,453	cash	Human Services
(188) S Middlesex Opportunity Council300 Howard St Framingham,MA01702	04-2389659	501c3	10,000	cash	Human Services
(189) Southeast Asia Devt Prog Inc36 Pondview Dr Amherst,MA01002	04-3237647	501c3	6,100	cash	Human Services
(190) Springfield College263 Alden St Springfield,MA01109	04-2104329	501c3	21,000	cash	Scholarships
(191) Spfld Day Nursery Corp1 Federal St Bldg 101 Springfield,MA01105	04-2103855	501c3	56,625	cash	March 2011 Distribution
(192) Spfld Lib and Museums Assoc21 Edwards St Springfield,MA01103	04-6002239	501c3	34,413	cash	Arts and Culture
(193) Spfld Rescue Mission IncPO Box 9045 Springfield,MA01102	52-1048008	501c3	41,096	cash	Human Services
(194) Spfld School Volunteers Inc1550 Main St Third Fl Springfield,MA01103	04-2643527	501c3	7,200	cash	Human Services
(195) Spfld Symphony Orchestra1350 Main St Springfield,MA01103	04-2210746	501c3	61,412	cash	Arts and Culture
(196) Spfld Technical Com CollegeOne Armory Square Springfield,MA01101	04-2444774	501c3	74,320	cash	Scholarships
(197) Springfield VACA Inc433 Belmont Ave Springfield,MA01108	04-3239763	501c3	10,000	cash	Human Services
(198) St Andrews Hospital6 St Andrews Lane Boothbay Har,ME04538	01-0153960	501c3	10,000	cash	General Health
(199) St Johns Lutheran Church60 Broad St Westfield,MA01085	04-2381428	501c3	15,183	cash	Religious Church
(200) St Patrick Parish30 Main St S Hadley,MA01075	04-2106777	501c3	7,000	cash	Religious Church
(201) St Pauls Episcopal Church485 Appleton St Holyoke,MA01040	04-2104902	501c3	21,906	cash	Religious Church
(202) St Peter and St Paul Orth Ch118 Carew St Springfield,MA01101	04-6000817	501c3	7,500	cash	Religious Church
(203) Stanley Park of Westfield IncPO Box 1191 Westfield,MA01085	04-2131404	501c3	11,596	cash	Recreation
(204) Suffolk Univ School of Law120 Tremont St Boston,MA02108	04-2133255	501c3	9,000	cash	Scholarships
(205) Survival Centers Inc1200 N Pleasant St Amherst,MA01059	04-2698462	501c3	24,900	cash	Human Services
(206) Tapestry Health Systems Inc296 Nonotuck St Florence,MA01062	23-7303008	501c3	10,000	cash	Human Services
(207) The Assoc For Comy Living220 Brookdale Dr Springfield,MA01104	04-2210685	501c3	19,050	cash	Human Services
(208) The Childrens Study Home Inc44 Sherman St Springfield,MA01109	04-2105939	501c3	16,471	cash	Human Services
(209) The Food Bank of Wmass97 N Hatfield Rd Hatfield,MA01038	04-2751023	501c3	60,600	cash	Food and Nutrition
(210) The Nolumbeka Project88 Columbus Ave Greenfield,MA01301	26-4509867	501c3	5,900	cash	Education
(211) The Salvation Army Spfld Corps170 Pearl St Springfield,MA01101	22-2406008	501c3	9,000	cash	Human Services
(212) The Yellow House Inc1479 N Main St Palmer,MA01069	45-3998008	501c3	100,000	cash	Human Services
(213) Tilton Fund Inc75 N Main St S Deerfield,MA01373	04-6075146	501c3	10,000	cash	Human Services
(214) Tolland Vol Fire Dept Inc162A Colebrook River Rd Tolland,MA01034	26-3373008	501c3	10,000	cash	Community Imprv
(215) Top Fl Learning Inc1455 N Main St Palmer,MA01069	20-0525008	501c3	6,000	cash	Education
(216) Town of Agawam36 Main St Agawam,MA01001	04-6001065	501c3	10,596	cash	Education
(217) Trickle Up Program Inc104 West 27th St 12th Fl New York,NY10001	06-1043042	501c3	10,000	cash	Human Services
(218) Trustees of Forbes Library20 West St Northampton,MA01060	04-6004208	501c3	5,200	cash	Education
(219) Trustees of Mt Holyoke Col50 College St S Hadley,MA01075	04-2103578	501c3	16,064	cash	College Univ
(220) Trustees of the Smith ColCollege Hall Northampton,MA01060	04-1843040	501c3	13,000	cash	Scholarships
(221) Tufts University106 Packard Hall Medford,MA02155	04-2103634	501c3	9,000	cash	Scholarships
(222) Two State YMCA748 Hamilton Rd Becket,MA01223	04-2105946	501c3	8,000	cash	Human Services
(223) Union of Concerned Scientists IncTwo Brattle Square Cambridge,MA02138	04-2535767	501c3	15,250	cash	Environmental
(224) Utd ARC of Frkln and Hamp Ctys111 Summer St Greenfield,MA01301	04-2267562	501c3	15,849	cash	Human Services
(225) United Way of Frkln Cnty Inc51 Davis St Greenfield,MA01301	04-2212894	501c3	28,500	cash	Human Services
(226) University of Connecticut233 Glennbrook Rd Unit 4116 Storrs,CT06269	06-0772160	501c3	108,500	cash	Scholarships
(227) University of Hartford200 Bloomfield Ave W Hartford,CT06117	06-0731360	501c3	41,100	cash	Scholarships
(228) University of Mass Foundation225 Franklin St Boston,MA02110	04-6013152	501c3	16,000	cash	Education
(229) University of Mass Amherst255 Admin Bldg Amherst,MA01003	04-3167352	501c3	303,200	cash	Scholarships
(230) University of Mass Dartmouth285 Old Westport Rd N Dartmouth,MA02747	04-3167352	501c3	9,200	cash	Scholarships
(231) University of MassBoston100 Morrissey Blvd Boston,MA02125	04-3167352	501c3	7,200	cash	Scholarships
(232) Urban League of Spfld Inc1 Federal St Springfield,MA01105	04-2133248	501c3	12,427	cash	Human Services
(233) Valley Com Dev Corp30 Market St Northampton,MA01060	22-2906008	501c3	10,800	cash	Foreclosure Prevention and
(234) Valley Free Radio140 Pine St Northampton,MA01060	20-3003681	501c3	6,000	cash	Arts and Culture
(235) Valley Opportunity Council300 High St Holyoke,MA01040	04-2692763	501c3	12,000	cash	Human Services
(236) Vermont Law School IncChelsea St S Royalton,VT05068	23-7252008	501c3	8,000	cash	Scholarships
(237) Village Enterprise Fund Inc751 Laurel St PMB 222 San Carlos,CA94070	22-2852008	501c3	10,000	cash	Community Imprv
(238) Wentworth Inst of Tech550 Huntington Ave Boston,MA02115	04-1958460	501c3	7,000	cash	Scholarships
(239) W Cummington Cong Church27 West Main St Cummington,MA01026	90-0141008	501c3	141,000	cash	Religious Church
(240) WMass Coun Inc Boy Scouts Amer1 Arch Rd Westfield,MA01085	04-2104279	501c3	19,761	cash	Youth Developmnt
(241) Western N England Univ1215 Wilbraham Rd Springfield,MA01119	04-2108376	501c3	126,050	cash	Scholarships
(242) Western N England Univ1215 Wilbraham Rd Springfield,MA01119	04-2108376	501c3	5,845	cash	College Univ
(243) Western N Eng Univ School of Law1215 Wilbraham Rd Springfield,MA01119	04-2108376	501c3	14,500	cash	Scholarships
(244) Westfield Athenaeum6 Elm St Westfield,MA01085	04-6004372	501c3	16,007	cash	Arts and Culture
(245) Westfield State University577 Western Ave Westfield,MA01085	04-3062617	501c3	117,150	cash	Scholarships
(246) WGBH Educational Foundation44 Hampden St Springfield,MA01103	04-2104397	501c3	26,447	cash	Education
(247) Willie Ross Sch for the Deaf Inc32 Norway St Longmeadow,MA01106	04-2430193	501c3	9,000	cash	Education
(248) Williston Nampton School19 Payson Ave Easthampton,MA01027	04-1975990	501c3	10,500	cash	Education
(249) Womanshelter Companeras IncPO Box 1099 Holyoke,MA01041	04-2716766	501c3	6,500	cash	Human Services
(250) Women Donors Network565 Commercial St San Francisco,CA94111	05-0542397	501c3	10,000	cash	General Health
(251) Womens Fund of Wmass116 Pleasant St Ste 358 Easthampton,MA01027	04-3342411	501c3	23,235	cash	Community Imprv
(252) Worcester Polytechnic Inst100 Institute Rd Worcester,MA01609	04-2121659	501c3	30,750	cash	Scholarships
(253) Worcester State College486 Chandler St Worcester,MA01602	04-2760551	501c3	10,000	cash	Scholarships
(254) YMCA of Greater Spfld275 Chestnut St Springfield,MA01104	04-1859893	501c3	14,824	cash	Human Services
(255) YMCA of Grtr Westfield Inc67 Court St Westfield,MA01085	04-2126585	501c3	10,000	cash	Human Services
(256) Youth Action Coalition Inc256 N Pleasant St Amherst,MA01004	04-3070456	501c3	9,500	cash	Arts and Culture

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

257

Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image

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

Cat. No. 50055P

Schedule I (Form 990) 2011

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) 2011

Additional Data

Software ID:	11000129
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

2011

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 or provision 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. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

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 Regulations 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) 2011

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.

(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 as deferred in prior Form 990
(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)	(F) Compensation reported as deferred in prior Form 990
(1) Ron Ancrum	(i) (ii)	150,234 0	0 0	0 0	0 0	0 0	150,234 0	0 0

Schedule J (Form 990) 2011

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 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 responible for determining the President's salary. All other salaries are reviewed and monitored by the committee with management input.

Schedule J (Form 990) 2011

Additional Data

Software ID:	11000129
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

2011

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) 2011

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	27,334	Legal Serviices		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) 2011

Additional Data

Software ID:	11000129
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

2011

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) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash 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	29	2,692,466	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 noncash

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) 2011

Page 2

Part II

Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Identifier	Return Reference	Explanation

Schedule M (Form 990) 2011

Additional Data

Software ID:	11000129
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

2011

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_L11b	Form 990, Part VI, Section B, Line 11b	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 staff. The committee members are provided an opportunity to read the form and to inquire about and discuss any item reported therein. All such inquiries are satisfactorily resolved by the Committee after which time a final copy of Form 990 is made available to the Board of Trustees and then Form 990 is filed with the IRS
F990_P06_S0B_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 Persponnel Committee of the Board of Trustees to Foundation Trustees is responsible for determining the President's salary. All other salaries are reviewed and monitored by this committee with management input.
F990_P06_S0C_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 available on the Foundation's website. All other infornation is available upon request.
F990_P11_S00_L05	Form 990, Part XI, Line 5	Unrealized gain 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) 2011

Additional Data

Software ID:	11000129
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

2011

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) 2011

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) 2011

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 related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

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

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

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

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

h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

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

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

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

m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

r Other transfer of cash or property from related 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) 2011

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)	(e) Are all partners section 501(c)(3) organizations?		(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 entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(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

Schedule R (Form 990) 2011

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

Additional Data

Software ID:	11000129
Software Version:	v1.00

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,961,007	8,142,822
9	Program service revenue (Part VIII, line 2g) .........	297,060	276,424
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,552,887	1,907,108
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-378,845	-121,974
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	6,432,109	10,204,380
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	7,847,328	6,911,001
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)	962,061	949,010
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 345,457
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	514,275	676,971
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	9,323,664	8,536,982
19	Revenue less expenses. Subtract line 18 from line 12.......	-2,891,555	1,667,398
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	94,683,487	98,010,892
21	Total liabilities (Part X, line 26).............	8,265,775	8,270,555
22	Net assets or fund balances. Subtract line 21 from line 20.....	86,417,712	89,740,337

Sign Here

	Signature of officer	Date

	Type or print name and title.


4a	(Code: ) (Expenses $ 5,868,241 including grants of $ 5,323,463 ) (Revenue $ 276,424 )
	Grants Program_Competetive grant program and designated grant administered to benefit residents of the 3 counties served, approx. 400 projects funded through this process. Donor advised grants to public charities, approx 1100 grants made.

4b	(Code: ) (Expenses $ 1,919,817 including grants of $ 1,587,538 ) (Revenue $ 0 )
	Community Scholarship Program- Provides a centralized application process for scholarships and loans to benefit residents of Western Massachusetts. Awards made based on applicants financial need, academic merit, response to questions and extra curricular activities in accordance with individual fund terms.

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$ 7,788,058

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	150,235	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
Bank of America 1 Monarch Place Springfield,MA01115	Investment Management	139,173




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of 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	17
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	17
5	Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...	5	18
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) 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		8,142,822
g	Noncash contributions included in lines 1a-1f:$ 0
h	Total. Add lines 1a-1f.......			8,142,822
			Business Code
2a	Administration Revenue		561,000	276,424	276,424	0	0
b
c
d
e
f	All other program service revenue .			0	0	0	0
g	Total. Add lines 2a–2f........			276,424
3	Investment income (including dividends, interest
	and other similar amounts).....			1,907,108	1,907,108	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 interest agreements		900,099	-121,974	-121,974	0	0
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			-121,974
12	Total revenue. See Instructions....			10,204,380	2,061,558	0	0


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			551,903	1	0
2	Savings and temporary cash investments .......			1,557,070	2	3,257,820
3	Pledges and grants receivable, net .........			245,473	3	144,630
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 .............			3,266,847	7	3,509,022
8	Inventories for sale or use ..............			0	8	0
9	Prepaid expenses and deferred charges ............			29,453	9	29,275
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	144,618
b	Less: accumulated depreciation. .....	10b	133,272	15,222	10c	11,346
11	Investments—publicly traded securities ..........			67,369,211	11	67,803,881
12	Investments—other securities. See Part IV, line 11 ......			21,648,308	12	23,254,918
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets .........			0	14	0
15	Other assets. See Part IV, line 11 ...........			0	15	0
16	Total assets. Add lines 1 through 15 (must equal line 34)...			94,683,487	16	98,010,892
17	Accounts payable and accrued expenses .			28,631	17	71,333
18	Grants payable ..........				18	0
19	Deferred revenue ..........				19	0
20	Tax-exempt bond liabilities ..........				20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21	0
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22	0
23	Secured mortgages and notes payable to unrelated third parties ..				23	0
24	Unsecured notes and loans payable to unrelated third parties ....				24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.....			8,237,144	25	8,199,222
26	Total liabilities. Add lines 17 through 25.....			8,265,775	26	8,270,555
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			25,946,772	27	28,847,007
28	Temporarily restricted net assets .....			55,780,011	28	56,202,369
29	Permanently restricted net assets .....			4,690,929	29	4,690,961
	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 .....			86,417,712	33	89,740,337
34	Total liabilities and net assets/fund balances .....			94,683,487	34	98,010,892