Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 04-01-2019 , and ending 03-31-2020
BCheck if applicable:
CName of organization
COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
333 BRIDGE STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SPRINGFIELD, MA01103
D Employer identification number

22-3089640
E Telephone number

G Gross receipts $ 84,888,856
F Name and address of principal officer:
BRUCE HILTUNEN
333 BRIDGE STREET
SPRINGFIELD,MA01103
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.COMMUNITYFOUNDATION.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1991
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: ENRICH REGIONAL QUALITY OF LIFE BY ENCOURAGING PHILANTHROPY AND DEVELOPING AN ENDOWMENT CATALYST, AND COORDINATOR FOR CHARITABLE ACTIVITIES, AND PROMOTING EFFICIENCY IN THE MANAGEMENT OF CHARITABLE FUNDS.
2 Check this box MediumBullet
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 16
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 23
6 Total number of volunteers (estimate if necessary) ............. 6 150
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 62,706
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 6,942
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 7,044,029 30,322,706
9 Program service revenue (Part VIII, line 2g) ......... 396,147 300,203
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,097,933 8,020,851
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 11,538,109 38,643,760
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 7,820,631 9,554,143
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) 2,011,000 2,174,083
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet827,896    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,387,051 1,475,799
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 11,218,682 13,204,025
19 Revenue less expenses. Subtract line 18 from line 12....... 319,427 25,439,735
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 153,197,188 163,110,259
21 Total liabilities (Part X, line 26)............. 17,835,645 18,965,937
22 Net assets or fund balances. Subtract line 21 from line 20..... 135,361,543 144,144,322
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS SEEKS TO ENRICH THE QUALITY OF LIFE OF THE PEOPLE OF OUR REGION BY ENCOURAGING PHILANTHROPY, DEVELOPING A PERMANENT, FLEXIBLE ENDOWMENT, ASSESSINGAND RESPONDING TO EMERGING AND CHANGING NEEDS, SERVING AS A RESOURCE, CATALYST, AND COORDINATOR FOR CHARITABLE ACTIVITIES, AND PROMOTING EFFICIENCY IN THE MANAGEMENT OF CHARITABLE FUNDS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 9,272,103 including grants of $ 8,156,943 ) (Revenue $ 300,203 )
COMPETITIVE GRANT PROGRAM AND DESIGNATED GRANTS ADMINISTERED TO BENEFIT RESIDENTS OF THE THREE COUNTIES SERVED. APPROXIMATELY 400 PROJECTS FUNDED THROUGH THIS PROCESS. THROUGH DONOR ADVISED GRANTS, APPROXIMATELY 1,100 GRANTS WERE MADE TO PUBLIC CHARITIES.
4b (Code:   ) (Expenses $ 1,397,200 including grants of $ 1,397,200 ) (Revenue $   )
COMMUNITY SCHOLARSHIP PROGRAM PROVIDES A CENTRALIZED APPLICATION PROCESS FOR SCHOLARSHIPS AND LOANS TO BENEFIT RESIDENTS OF WESTERN MASSACHUSETTS. AWARDS ARE BASED ON APPLICANTS' FINANCIAL NEED,ACADEMIC MERIT, RESPONSES TO QUESTIONS AND EXTRA CURRICULAR ACTIVITIES IN ACCORDANCE WITH THE TERMS OF THE INDIVIDUAL FUNDS.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet10,669,303
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
28
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
23
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBRUCE HILTUNEN333 BRIDGE STREET   SPRINGFIELD,MA011031411 (413) 732-2858
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) AMY JAMROG......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(2) ANNE PARADIS......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(3) BECKY WAI-LING PACKARD......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           48,869 0 0
(4) CHRISTINA ROYAL......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(5) DAVID PINSKY......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(6) DOUG A THEOBALD......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(7) ELIZABETH SILLIN......................................................................
CHAIR
5.00
.................
 
X   X       0 0 0
(8) ELLEN BROUT LINDSEY......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(9) GEORGE ARWADY......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(10) KAMARI COLLINS......................................................................
OUTGOING FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(11) KARIN GEORGE......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(12) KERRY DIETZ......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(13) LINDA DUNLAVY......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(14) MARK KEROACK......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(15) MARY ANN SPENCER......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(16) MARY-BETH COOPER......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
(17) MAURICIA GEISSLER......................................................................
FOUNDATION TRUSTEE
1.00
.................
 
X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) PAUL MURPHY........................................................................
VICE CHAIR
5.00
.......................  
X   X       0 0 0
(19) RAMON TORRECILHA........................................................................
OUTGOING FOUNDATION TRUSTEE
1.00
.......................  
X           0 0 0
(20) ROBERT PURA........................................................................
OUTGOING FOUNDATION TRUSTEE
1.00
.......................  
X           0 0 0
(21) BRUCE HILTUNEN........................................................................
VP FINANCE & OPERATIONS
40.00
.......................  
    X       136,934 0 19,802
(22) KATHARINE ALLAN ZOBEL........................................................................
PRESIDENT
40.00
.......................  
    X       217,651 0 38,639
(23) ELLEN LEUCHS........................................................................
VP PHILANTHROPIC SERVICES
40.00
.......................  
        X   121,129 0 16,341
(24) JAMES AYRES........................................................................
VP PROGRAMS & STRATEGY
40.00
.......................  
        X   117,991 0 16,841












1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 642,574 0 91,623
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
WELLSPRING CONSULTING

198 AMITY ROAD 2ND FLOOR
WOODBRIDGE,CT06525
STRATEGIC PLANNING PROJECT 112,777
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 30,322,706
g Noncash contributions included in lines 1a - 1f:$ 1g 23,631,930
h Total. Add lines 1a-1f.......MediumBullet 30,322,706
 Program Service RevenueAmt Business Code
2a ADMINISTRATION REVENUE 561000 300,203 300,203    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 300,203
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,448,303   44,729 3,403,574
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   50,817,644 7a
b Less: cost or other basis and sales expenses   46,245,096 7b
c Gain or (loss)   4,572,548 7c
d Net gain or (loss).........MediumBullet 4,572,548   17,977 4,554,571
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 38,643,760 300,203 62,706 7,958,145
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
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 domestic organizations and domestic governments. See Part IV, line 21 .... 9,495,737 9,495,737
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 58,406 58,406
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 432,402 51,639 329,124 51,639
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........ 1,335,211 507,992 437,219 390,000
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 98,363 38,661 30,153 29,549
9 Other employee benefits ....... 179,264 61,705 69,674 47,885
10 Payroll taxes ........... 128,843 41,577 54,567 32,699
11 Fees for services (non-employees):        
a Management ...... 356,058   356,058  
b Legal ......... 90,418 33,629 34,065 22,724
c Accounting ........... 45,100 16,773 16,992 11,335
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 492,421 183,142 185,522 123,757
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)        
12 Advertising and promotion .... 31,639 11,767 11,920 7,952
13 Office expenses ....... 90,533 33,671 34,109 22,753
14 Information technology ...... 129,721 48,246 48,873 32,602
15 Royalties ..        
16 Occupancy ........... 119,989 44,627 45,206 30,156
17 Travel ............ 12,495 4,647 4,708 3,140
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 30,466 11,331 11,478 7,657
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 17,938 6,672 6,758 4,508
23 Insurance ... 7,486 2,785 2,820 1,881
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PUBLICATIONS 30,476 11,335 11,482 7,659
b AUXILIARY EXPENSE 16,098   16,098  
c BAD DEBT 4,961 4,961    
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 13,204,025 10,669,303 1,706,826 827,896
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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 2,422,766 1 4,461,163
2 Savings and temporary cash investments ......... 2,960,997 2 2,520,469
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 3,157,504 7 3,331,695
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 70,098 9 59,077
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 202,430
b Less: accumulated depreciation 10b 63,500 134,360 10c 138,930
11 Investments—publicly traded securities . 141,186,768 11 150,028,625
12 Investments—other securities. See Part IV, line 11 ..... 3,264,695 12 2,570,300
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 33)... 153,197,188 16 163,110,259
Liabilities 17 Accounts payable and accrued expenses ..... 167,399 17 193,759
18 Grants payable ... 5,000 18 864,280
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 17,663,246 25 17,907,898
26 Total liabilities. Add lines 17 through 25.. 17,835,645 26 18,965,937
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 37,735,186 27 35,850,793
28 Net assets with donor restrictions ........... 97,626,357 28 108,293,529
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 135,361,543 32 144,144,322
33 Total liabilities and net assets/fund balances ........ 153,197,188 33 163,110,259
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
38,643,760
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
13,204,025
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
25,439,735
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
135,361,543
5
Net unrealized gains (losses) on investments ...............
5
-16,425,988
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-230,969
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
144,144,322
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 10,396,706 10,581,899 11,351,717 7,044,029 30,322,706 69,697,057
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 10,396,706 10,581,899 11,351,717 7,044,029 30,322,706 69,697,057
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).. 22,532,542
6 Public support. Subtract line 5 from line 4. 47,164,515
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 10,396,706 10,581,899 11,351,717 7,044,029 30,322,706 69,697,057
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,357,488 2,188,849 2,782,385 3,038,664 3,385,597 13,752,983
9 Net income from unrelated business activities, whether or not the business is regularly carried on..     3,899 36,989 62,706 103,594
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..     2,100     2,100
11 Total support. Add lines 7 through 10 83,555,734
12
12
1,817,289
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
56.450 %
15
15
65.130 %
16a
b
17a
b
18
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 2,100.
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS
Employer identification number

22-3089640
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS
Employer identification number
22-3089640
Part I
Contributors
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


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS
Employer identification number

22-3089640
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS
Employer identification number

22-3089640
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....      
b Buildings ....        
c Leasehold improvements   61,632 4,109 57,523
d Equipment ....   140,798 59,391 81,407
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 138,930
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 17,907,898
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 21,614,644
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -16,425,988
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -247,070
e Add lines 2a through 2d ..................... 2e -16,673,058
3 Subtract line 2e from line 1.................. 3 38,287,702
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 356,058
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 356,058
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 38,643,760
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 12,831,865
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 12,831,865
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 356,058
b Other (Describe in Part XIII.) ............ 4b 16,101
c Add lines 4a and 4b..................... 4c 372,159
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 13,204,024
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDED ON OR AFTER MARCH 31, 2017.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENT -230,969. AUXILIARY EXPENSE -16,101.
PART XII, LINE 4B - OTHER ADJUSTMENTS: AUXILLARY EXPENSE 16,101. -
Schedule D (Form 990) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS
Employer identification number

22-3089640
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES NEPAL RELIEF 29,406
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES SUDAN RELIEF 10,700
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES GUATEMALA RELIEF 10,000
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES   8,300
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 58,406
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 58,406
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, NEPAL RELIEF 29,406        
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, EDUCATION 10,000        
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,   8,300        
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, SUDAN RELIEF 10,700        
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
4
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 2: GRANTS ONLY MADE TO US SECTION 501(C)(3) CHARITIES.
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID:  
Software Version:  




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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
1
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? ........................
2
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) ACTION CENTERED TUTORING SERVICES
35 CHESTNUT STREET
SPRINGFIELD,MA01103
22-2784975 501(C)(3) 5,500       ACTS TUTOR RECRUITMENT PROJECT
(2) AGAWAM HISTORICAL ASSOCIATION INC
PO BOX 552
AGAWAM,MA01001
90-0412220 501(C)(3) 12,500       ARTS & CULTURE
(3) ALL OUR KIDS INC
P O BOX 155 3 LEBLANC DRIVE
SOUTH HADLEY,MA01075
35-2587544 501(C)(3) 15,000       STRATEGIC PLANNING AND PROGRAM ASSESSMENT
(4) ALL OUT ADVENTURES INC
1 COTTAGE STREET SUITE 5-20
EASTHAMPTON,MA01027
04-3559633 501(C)(3) 9,600       KAYAK AND STAND UP PADDLE BOARD RENTALS
(5) ALL SAINTS' EPISCOPAL CHURCH
7 WOODBRIDGE STREET
SOUTH HADLEY,MA01075
04-3110093 501(C)(3) 8,165       LAWRENCE HOUSE SERVICE CORPS
(6) ALL SOULS CHURCH UNITARIAN UNIVERSALIST
399 MAIN STREET PO BOX 542
GREENFIELD,MA01302
04-6042153 501(C)(3) 12,921       ELECTRICAL UPGRADES & REFRIGERATOR PURCHASETHANK YOU FOR ALL YOU DO!
(7) ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC
225 NORTH MICHIGAN AVENUE FLOOR 17
CHICAGO,IL60601
13-3039601 501(C)(3) 13,500       MATCHING GIFT CHALLENGE
(8) AMERICAN CANCER SOCIETY INC
330 WHITNEY AVENUE SUITE 420
HOLYOKE,MA01040
13-1788491 501(C)(3) 6,343       IN MEMORY OF ROSEMARY RINALDI OF LONGMEADOW MA
(9) AMERICAN CANCER SOCIETY INC
NATL OFC PROBATE TRUST MGMT PO BOX
720366
OKLAHOMA CITY,OK73172
13-1788491 501(C)(3) 18,871       GENERAL HEALTH
(10) AMERICAN INTERNATIONAL COLLEGE
1000 STATE STREET
SPRINGFIELD,MA01109
04-2103701 501(C)(3) 14,000       SCHOLARSHIP
(11) AMERICAN NATIONAL RED CROSS
150 BROOKDALE DRIVE
SPRINGFIELD,MA01104
53-0196605 501(C)(3) 32,300       HUMAN SERVICES
(12) AMERICAN RED CROSS OF WESTERN MASSACHUSETTS
150 BROOKDALE DRIVE
SPRINGFIELD,MA01104
53-0196605 501(C)(3) 10,000       THE HOME FIRE CAMPAIGN: ADDRESSING WESTERN MASSACHUSETTS' #1 DISASTER
(13) AMHERST COLLEGE TRUSTEES
P O BOX 5000 220 SOUTH PLEASANT
STREET
AMHERST,MA010025000
04-2103542 501(C)(3) 20,000       AMHERST POETRY FESTIVAL 2019, ALUMNI FUNDCLASS OF 1969 RESEARCH FUND
(14) AMHERST COMMUNITY CONNECTIONS
236 NORTH PLEASANT STREET PO BOX
141
AMHERST,MA01004
80-0478844 501(C)(3) 5,100       HUMAN SERVICES
(15) AMHERST COMMUNITY TELEVISION INC
246 COLLEGE STREET
AMHERST,MA01002
51-0204997 501(C)(3) 10,000       AMHERST MEDIA'S OPERATIONAL STABILIZATION PROJECT.
(16) APPALACHIAN MOUNTAIN CLUB
10 CITY SQUARE
BOSTON,MA02129
04-6001677 501(C)(3) 9,100       ADVANCING RECREATIONAL OPPORTUNITIES THROUGH THE CONNECTICUT RIVER PADDLERS TRAILFOR BERKSHIRE CHAPTER
(17) ARISE INC
38 SCHOOL STREET
SPRINGFIELD,MA01105
04-2914511 501(C)(3) 22,376       SPRINGFIELD CLIMATE JUSTICE COALITIONUNDOING RACISM ORGANIZING COLLECTIVE, ADVOCACY AND EMERGENCY ASSISTANCE FOR SPRINGFIELD'S HOMELESS FAMILIESGENERAL SUPPORTPROJECT OPERATION CHANGE
(18) ARMS LIBRARY ASSOCIATION INC
60 BRIDGE STREET
SHELBURNE FALLS,MA01370
04-2949510 501(C)(3) 25,000       EDUCATION
(19) ART FOR THE SOUL ART GALLERY INC
235 STATE STREET HR10
SPRINGFIELD,MA01103
45-2068344 501(C)(3) 15,000       BUILD A BETTER AND STRONGER TEAM- NEXT LEVEL
(20) ART GARDEN INC
4 UNION STREET 14 DEPOT STREET
SUITE 2
SHELBURNE FALLS,MA01370
45-2047838 501(C)(3) 25,000       THE COLLABORATIVE COMMUNITY ART RESPONSE TEAM
(21) ART GARDEN INC
4 UNION STREET 14 DEPOT STREET
SUITE 2
SHELBURNE FALLS,MA01370
45-2047838 501(C)(3) 35,500       ART GARDEN ORGANIZATIONAL EFFECTIVENESS PROJECTARTEENSCOLLABORATIVE COMMUNITY ART RESPONSE TEAMTHE ART GARDEN'S CREATIVE COMMUNITY PROGRAM
(22) BAY PATH UNIVERSITY
588 LONGMEADOW STREET
LONGMEADOW,MA01106
04-2103865 501(C)(3) 193,000       5000 TO CARPE DIEM ANNUAL FUND, 15000 TO CHARTING NEW PATHS CAMPAIGNANNUAL FUND SUPPORTCAPITALS OF THE WORLDCAROL A. LEARY ENDOWED SCHOLARSHIP FUNDCAROL LEARY SCHOLARSHIPNONPROFIT MANAGEMENT UNDERGRADUATE MAJOR PROGRAMSULLIVAN BOOK FUND
(23) BAYSTATE HEALTH FOUNDATION INC
759 CHESTNUT ST
SPRINGFIELD,MA011991001
04-3549011 501(C)(3) 152,291       ACUTE CARE FOR ELDERS PROGRAMBAYSTATE HOME HEALTH AND HOSPICE IN MEMORY OF RICHARD J. MORIARTYBAYSTATE REGIONAL CANCER PROGRAMCAMPAIGN FUNDIN MEMORY OF KERMIT L. KENLERIN MEMORY OF THE HONORABLE GEORGE KEADYPRESIDENTS SOCIETY, "THE BIG PARTY" SPONSOR2020 SUPPORTACUTE ELDER CARE UNIT FOR ITEMS NEEDED FOR CALMING ROOMBAYSTATE CHILDREN'S HOSPITAL GOLF TOURNAMENT 2020COVID 19 RESPONSE FUNDFOR BAYSTATE FRANKLIN MEDICAL CENTERONCOLOGY NURSES
(24) BAYSTATE HEALTH FOUNDATION INC
759 CHESTNUT ST
SPRINGFIELD,MA011991001
22-2537423 501(C)(3) 31,700       GENERAL HEALTH
(25) BEHAVIORAL HEALTH NETWORK INC
417 LIBERTY STREET
SPRINGFIELD,MA01104
04-2103756 501(C)(3) 5,500       IN HONOR OF DR. RUTH POTEEREDISCOVERING CREATIVITY GROUP/ CAROLINE EVANS
(26) BERKSHIRE CHILDREN & FAMILIES INC
DBA 18 DEGREES 480 WEST STREET
PITTSFIELD,MA01201
04-2226238 501(C)(3) 49,580       HUMAN SERVICES
(27) BETHLEHEM BAPTIST COMMUNITY CHURCH
P O BOX 1276 304 ELM STREET
HOLYOKE,MA010411276
13-5663018 501(C)(3) 6,500       SOUP KITCHEN RENOVATIONS
(28) BIG BROTHERS-BIG SISTERS ASSOCIATION OF FRANKLIN COUNTY INC
16 COURT SQUARE 3RD FLOOR PO BOX
100
GREENFIELD,MA01301
04-2491950 501(C)(3) 25,000       COMMUNITY BASED MENTORING PROGRAM
(29) BILLY CUNNINGHAM MEMORIAL FOUNDATION
PO BOX 772
NEW LONDON,NH03257
83-1382561 501(C)(3) 10,000       EDUCATION
(30) BLUE STAR EQUICULTURE
62 BIRCH HILL ROAD
WEST BROOKFIELD,MA01585
26-4456559 501(C)(3) 12,500       GENERAL FUND
(31) BLUES TO GREEN INC
18 TUCKER ROAD
HUNTINGTON,MA01050
26-4764676 501(C)(3) 35,000       CHARLES NEVILLE LEGACY PROJECT
(32) BLUES TO GREEN INC
18 TUCKER ROAD
HUNTINGTON,MA01050
26-4764676 501(C)(3) 15,000       BLUES TO GREEN FUNDRAISING PROJECTIN HONOR OF KRISTEN NEVILLE AND IN MEMORY OF CHARLES NEVILLE AND KRISTEN'S MOM.THE CHARLES NEVILLE LEGACY PROJECT
(33) BOYS & GIRLS CLUB OF GREATER HOLYOKE INC
70 NICK COSMOS WAY PO BOX 6256
HOLYOKE,MA010416256
04-2103792 501(C)(3) 6,120       HUMAN SERVICES
(34) BRIGHTSIDE INC
C/O FUND DEVELOPMENT PO BOX 9012
SPRINGFIELD,MA011029012
04-2182395 501(C)(3) 6,275       HUMAN SERVICES
(35) BUREAU FOR EXCEPTIONAL CHILDREN INC
537 NORTHAMPTON STREET PO BOX 1039
HOLYOKE,MA010411039
23-7228632 501(C)(3) 7,275       ANNUAL FUND
(36) CANCER CONNECTION INC
41 LOCUST STREET
NORTHAMPTON,MA01060
04-3493483 501(C)(3) 14,956       GENERAL HEALTH
(37) CARING HEALTH CENTER INC
1049 MAIN STREET
SPRINGFIELD,MA01103
04-2620040 501(C)(3) 30,000       COVID-19 RESPONSE FUND AWARD - PHASE 1
(38) CATHOLIC CHARITIES AGENCY OF THE DIOCESE OF SPRINGFIELD MASSACHUSETTS
65 ELLIOT STREET
SPRINGFIELD,MA01102
86-1121553 501(C)(3) 15,000       COVID-19 RESPONSE FUND AWARD - PHASE 1
(39) CEDAR CREST COLLEGE
100 COLLEGE DRIVE
ALLENTOWN,PA181046196
23-1365953 501(C)(3) 10,000       DECADE CHALLENGE
(40) CENTER FOR DESIGN ENGAGEMENT INC
362 DWIGHT ST
HOLYOKE,MA01040
26-4644229 501(C)(3) 27,500       THE DIGNITY FENCETHE DIGNITY PROJECT
(41) CENTER FOR ECOTECHNOLOGY INC
112 ELM STREET
PITTSFIELD,MA01201
04-2611726 501(C)(3) 37,500       2020 COMMUNITY ENVIRONMENTAL OUTREACH AND EDUCATIONECOFELLOWSHIP PROGRAM
(42) CENTER FOR HUMAN DEVELOPMENT INC
332 BIRNIE AVENUE
SPRINGFIELD,MA01107
04-2503926 501(C)(3) 59,150       NOT BREAD ALONETRAUMA-INFORMED YOUTH MENTORING PROJECT, COVID-19 RESPONSE FUND AWARD - PHASE 1
(43) CHARLEMONT FEDERATED CHURCH
175 MAIN STREET PO BOX 248
CHARLEMONT,MA01339
04-2749787 501(C)(3) 6,700       GOOD NEIGHBORS FOOD PANTRY 2019 CAPITAL PROJECTS
(44) CHESTER THEATRE COMPANY INC
PO BOX 722
CHESTER,MA01011
22-3081088 501(C)(3) 8,100       $5,000 CAPITAL CAMPAIGN, $2,000 INTERNSHIP SUPPORTGEM OF THE VALLEY
(45) CITY OF NORTHAMPTON
210 MAIN STREET
NORTHAMPTON,MA01060
04-6001406   15,400       ENVIRONMENTAL
(46) CITY OF SPRINGFIELD
36 COURT STREET
SPRINGFIELD,MA01103
04-6001415   68,000       LENA START AT THE SPRINGFIELD CITY LIBRARY
(47) CITYSPACE INC
43 MAIN STREET
EASTHAMPTON,MA01027
26-0177968 501(C)(3) 8,000       CITYSPACE FINANCIAL OPERATIONS MANAGEMENT/PLANNING
(48) CLINICAL & SUPPORT OPTIONS INC
8 ATWOOD DRIVE SUITE 301
NORTHAMPTON,MA01060
04-2206041 501(C)(3) 29,500       COVID-19 RESPONSE FUND AWARD - PHASE 1
(49) CO-INVESTING INTERFUND
333 BRIDGE STREET
SPRINGFIELD,MA01115
22-3089640 501(C)(3) 14,000       CHARLES NEVILLE LEGACY PROJECTCHARLES NEVILLE PROJECTOUR GRANDMOTHERS PROJECTTO SUPPORT ALLVALLEY ARTS MENTORSVALLEYCREATES
(50) COMMUNITY ACCESS TO THE ARTS INC
40 RAILROAD STREET
GREAT BARRINGTON,MA01230
04-3196265 501(C)(3) 6,600       CATA FORWARD CAMPAIGNCATA GALA GIFTVIRTUAL GALA SPONSORSHIP
(51) COMMUNITY ACTION PIONEER VALLEY
393 MAIN STREET
GREENFIELD,MA01301
04-2384972 501(C)(3) 145,352       COVID-19 RESPONSE FUND AWARD - PHASE 1SHOUT OUTWARM THE CHILDRENYOUTH HOMELESSNESS DEMONSTRATION PROGRAM
(52) COMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER INC
247 CABOT STREET
HOLYOKE,MA01040
04-2962882 501(C)(3) 20,176       2019 DONATIONBRIAN & PAM TUOHEY PLEDGEHEALTHY MEALS FOR CARE CENTER STUDENTSMENUS FOR SUCCESS
(53) COMMUNITY BONDS INC
347 GRAND AVENUE
NEW HAVEN,CT06513
81-2912950 501(C)(3) 7,000       WESTERN MASSACHUSETTS TRANCHE OF COMMUNITY BONDS
(54) COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS INTERFUND
333 BRIDGE STREET
SPRINGFIELD,MA01103
22-3089640 501(C)(3) 1,096,524       ANNUAL FUNDBARR FOUNDATION INITIATIVE: VALLEY CREATESCOVID-19 RESPONSE FUNDHOUSING STUDYINFRASTRUCTURE CAMPAIGNOPERATING FUNDSTRATEGIC PLANNINGVOLUNTEER TRAINING - FINANCIAL MANAGEMENTVOLUNTEER TRAINING - FINANCIAL MANANGEMENT
(55) COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
80 WASHINGTON STREET 201
POUGHKEEPSIE,NY12601
23-7026859 501(C)(3) 10,000       THIS CONTRIBUTION IS TO BE DIRECTED EXCLUSIVELY TO LEAH RYAN'S FEWW (FUND FOR EMERGING WOMEN WRITERS). THIS GRANT HAS BEEN MADE AT THE RECOMMENDATION OF DALE MELCHER AND BILL NEWMAN.
(56) COMMUNITY HEALTH CENTER OF FRANKLIN COUNTY INCORPORATED
489 BERNARDSTON ROAD SUITE 108
GREENFIELD,MA01301
04-3312968 501(C)(3) 30,000       COVID-19 RESPONSE FUND AWARD - PHASE 1
(57) COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC
ONE SUGARLOAF STREET
SOUTH DEERFIELD,MA01373
04-3416862 501(C)(3) 5,650       SFS/HIP
(58) COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC
ONE SUGARLOAF STREET
SOUTH DEERFIELD,MA01373
04-3416862 501(C)(3) 25,400       CISA'S EMERGENCY FARM FUND
(59) COMMUNITY LEGAL AID INC
405 MAIN STREET 4TH FLOOR
WORCESTER,MA01608
04-2446242 501(C)(3) 5,200       HUMAN SERVICES
(60) COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC
127 STATE STREET
SPRINGFIELD,MA011031944
22-2501478 501(C)(3) 25,020       INVOICE #40384 SPRING GALA 2019 PADDLE RAISINGSUMMER JAZZ CAMP SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED
(61) COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC
127 STATE STREET
SPRINGFIELD,MA011031944
22-2501478 501(C)(3) 35,050       ANNUAL FUND
(62) COMMUNITY YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREENFIELD MA
451 MAIN STREET
GREENFIELD,MA01301
04-2149363 501(C)(3) 10,750       HUMAN SERVICES
(63) CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF SPRINGFIELD
577 CAREW STREET
SPRINGFIELD,MA01104
04-2218584 501(C)(3) 28,200       CHRISTMAS CONCERT / ROSE GARDEN AT FOREST PARKTO HELP THE ELDERLY AND RETIRED SISTERS.
(64) CONGREGATIONAL CHURCH OF HOLLAND
11 STURBRIDGE ROAD
HOLLAND,MA01521
04-3069643 501(C)(3) 8,000       HUMAN SERVICES
(65) CONNECTICUT RIVER WATERSHED COUNCIL INC
15 BANK ROW
GREENFIELD,MA01301
04-2148397 501(C)(3) 54,150       ANNUAL GIFTFOR UPGRADING CRWC'S BUILDING AND FOR MOVING TOWARD A 100% RENEWABLY POWERED FOSSIL-FUEL-FREE BUILDINGTACKLING INVASIVE AQUATIC PLANT INFESTATION THROUGH COLLABORATION AND INNOVATIONS
(66) CONWAY SCHOOL OF LANDSCAPE DESIGN INC
88 VILLAGE HILL ROAD
NORTHAMPTON,MA01060
04-2596491 501(C)(3) 162,200       CAMPAIGN FOR CONWAY'S FUTURELEADERSHIP, EQUITY, DIVERSITY & INCLUSION
(67) COOLEY DICKINSON HOSPITAL HEALTH CARE CORP
30 LOCUST STREET PO BOX 5001
NORTHAMPTON,MA01061
04-2103561 501(C)(3) 90,364       CDH COVID-19 FUNDCHILDBIRTH CENTERCUDDLE COT PROJECTFOR CANCER CENTERTHE GARDEN
(68) CRAIGARDAN INC
PO BOX 46
KEENE,NY12942
81-4700195 501(C)(3) 100,000       HUMAN SERVICES
(69) CRITICAL CONNECTIONS
468 INVERNESS LANE
LONGMEADOW,MA01106
46-2370920 501(C)(3) 7,500       DIALOGUES ACROSS THE DIVIDES SERIES
(70) DAKIN PIONEER VALLEY HUMANE SOCIETY INC
DBA DAKIN HUMANE SOCIETY PO BOX
6307
SPRINGFIELD,MA01101
20-5318898 501(C)(3) 40,660       CONVERSION TO SALESFORCE CRM SOFTWARE
(71) DANA-FARBER CANCER INSTITUTE INC
PO BOX 849168
BOSTON,MA022849168
04-2263040 501(C)(3) 43,800       IN MEMORY OF HOWARD TILLMANJIMMY FUNDJIMMY FUND GOLF TOURNAMENTWEEI/NESN JIMMY FUND RADIO-TELETHON
(72) DOCTORS WITHOUT BORDERS USA INC
PO BOX 5030
HAGERSTOWN,MD217415030
13-3433452 501(C)(3) 29,406       GENERAL HEALTH
(73) DRAMA STUDIO INC
PO BOX 80892 41 OAKLAND STREET
SPRINGFIELD,MA01138
22-2822986 501(C)(3) 16,500       ARTS & CULTURE
(74) EARTHDANCE CREATIVE LIVING PROJECT INC
252 PROSPECT STREET
PLAINFIELD,MA01070
22-2996411 501(C)(3) 17,000       EXPAND/DIVERSIFY COMMUNICATIONSROOTED ESSENCE RETREAT
(75) EASTERN STATES EXPOSITION FOUNDATION INC
EASTERN STATES EXPOSITION 1305
MEMORIAL AVENUE
WEST SPRINGFIELD,MA01089
04-3567679 501(C)(3) 10,500       ARTS & CULTURE
(76) EASTHAMPTON LEARNING FOUNDATION
PO BOX 1100
EASTHAMPTON,MA01027
04-3324788 501(C)(3) 33,600       EDUCATION
(77) EGGTOOTH PRODUCTIONS
102 HIGHLAND AVE
GREENFIELD,MA01301
26-1773062 501(C)(3) 15,775       A SMALL TALE OF COLLABORATIONWHAT I FOUND IN 1000 TOWNS
(78) ENCHANTED CIRCLE INC
4 OPEN SQUARE WAY STUDIO 206
HOLYOKE,MA01040
04-2685213 501(C)(3) 30,500       GENERAL SUPPORTLEAPLEAP CAMPAIGNMEANINGFUL GIFTSPARK SUPPORTSPARKS 2020 SPONSOR
(79) ENLACE DE FAMILIAS DE HOLYOKEHOLYOKE FAMILY NETWORK INC
301 MAIN STREET
HOLYOKE,MA01040
04-3470427 501(C)(3) 15,100       LEADERSHIP DEVELOPMENT/SUCCESSION PLANNING
(80) ERIC CARLE MUSEUM OF PICTURE BOOK ART INC
125 WEST BAY ROAD
AMHERST,MA01002
04-3542086 501(C)(3) 10,000       FAMILY LITERACY WORKSHOP: HUNGRY FOR BOOKS
(81) FEEDING AMERICA
PO BOX 96749
WASHINGTON,DC200906749
36-3673599 501(C)(3) 5,100       HUMAN SERVICES
(82) FEEDING HILLS CONGREGATIONAL CHURCH
21 NORTH WESTFIELD STREET PO BOX
264
FEEDING HILLS,MA01030
04-2311639 501(C)(3) 12,614       HUMAN SERVICES
(83) FILMMAKERS COLLABORATIVE INC
6 EASTMAN PLACE 202
MELROSE,MA02176
22-2778829 501(C)(3) 8,000       DON'T TAKE THAT RECEIPT!EDUCATIONAL PROGRAM TO REDUCE EXPOSURE TO PHENOLS IN THERMAL PAPERS
(84) FIVE COLLEGES INCORPORATED
97 SPRING STREET
AMHERST,MA01002
04-6134696 501(C)(3) 148,000       BLACK/LATINX PARA-EDUCATORS BECOME LICENSED TEACHERS
(85) FRACTURED ATLAS INC
PO BOX 55
HEARTSDALE,NY105030055
11-3451703 501(C)(3) 46,600       PITI THEATRE COMPANY - VALLEY ARTS MENTORS
(86) FRANKLIN AREA SURVIVAL CENTER INC
96 FOURTH STREET
TURNERS FALLS,MA01376
04-2776526 501(C)(3) 10,000       HUMAN SERVICES
(87) FRANKLIN COUNTY COMMUNITY DEVELOPMENT CORP
324 WELLS STREET
GREENFIELD,MA01301
04-2678309 501(C)(3) 40,000       JUST ROOTSPLEASE USE AS NEEDED.
(88) FRANKLIN COUNTY COMMUNITY MEALS PROGRAM INC
PO BOX 172
GREENFIELD,MA01302
22-3027098 501(C)(3) 17,800       UNSUNG HERO CAPITAL FOOD & SHELTER GRANT
(89) FRANKLIN LAND TRUST INC
PO BOX 450 5 MECHANIC STREET
SHELBURNE FALLS,MA01370
22-2744488 501(C)(3) 13,850       ENVIRONMENTAL
(90) FRIENDS OF GRANDMOTHER'S GARDEN INC
PO BOX 1432
WESTFIELD,MA010861432
04-3267287 501(C)(3) 13,900       ENVIRONMENTAL
(91) FRIENDS OF GUATEMALA
PO BOX 33018
WASHINGTON,DC20033
52-1671334 501(C)(3) 10,000       FOG SCHOLARSHIP PROGRAM
(92) FRIENDS OF HAMPSHIRE COUNTY HOMELESS INDIVIDUALS INC
PO BOX 60398
FLORENCE,MA01062
04-3515024 501(C)(3) 8,400       KITCHEN EQUIPMENT FOR SUPPORTIVE HOUSING PROGRAM FOR HOMELESS YOUTH
(93) FRIENDS OF LIBERTAS ACADEMY CHARTER SCHOOL INC
146 CHESTNUT STREET
SPRINGFIELD,MA01103
81-3371302 501(C)(3) 17,000       LIBERTAS ACADEMY CHARTER SCHOOL
(94) FRIENDS OF RENAL DIALYSIS FOUNDATION CO BERKSHIRE MEDICAL CENTER
725 NORTH STREET
PITTSFIELD,MA01201
04-3249127 501(C)(3) 6,200       GENERAL HEALTH
(95) GIRLS ON THE RUN WESTERN MASSACHUSETTS
16 CENTER STREET SUITE 322
NORTHAMPTON,MA01060
47-3612764 501(C)(3) 39,000       GIRLS ON THE RUNPROGRAM SUPPORT/EXPANSION OF LOW-INCOME SITES IN SPRINGFIELD, CHICOPEE AND HOLYOKE
(96) GIRLS INC OF THE VALLEY
PO BOX 6812
HOLYOKE,MA010416812
04-2748244 501(C)(3) 25,492       PARTICIPANT MANAGEMENT RESTRUCTURING PROJECT, HER FUTURE OUR FUTURE CAMPAIGN
(97) GREATER SPRINGFIELD HABITAT FOR HUMANITY
268 COLD SPRING AVENUE
WEST SPRINGFIELD,MA01089
04-2970982 501(C)(3) 18,625       HOME PRESERVATION PROGRAM
(98) GREATER SPRINGFIELD SENIOR SERVICES INC
66 INDUSTRY AVENUE SUITE 9
SPRINGFIELD,MA011043287
04-2510895 501(C)(3) 44,500       COVID-19 RESPONSE FUND AWARD - PHASE 1
(99) GREEN PASTURES STUDY CENTER INC
PO BOX 12
NORTHFIELD,MA01360
82-3202918 501(C)(3) 10,000       C.S. LEWIS STUDY CENTER
(100) GREENE ROOM PRODUCTIONS THEATRE PRODUCTION & EDUCATIONAL OUTREACH INC
6 SILVER STREET
MONSON,MA01057
80-0160980 501(C)(3) 10,000       PERFORMANCE ART COLLECTIVE RESOURCE
(101) GREENFIELD COMMUNITY COLLEGE FOUNDATION INC
270 MAIN STREET
GREENFIELD,MA013019922
04-2449856 501(C)(3) 35,300       GCC STRATEGIC PLANNING PROJECTGENERALGENERAL USESALOMON-FERNANDEZ INAUGURATION SCHOLARSHIP FUNDSUSTAINABLE AGRICULTURE & GREEN ENERGY (SAGE) FUND
(102) GROW FOOD NORTHAMPTON INC
221 PINE STREET 349
FLORENCE,MA01062
01-0959428 501(C)(3) 17,500       EMERGENCY FARM PURCHASE AND DISTRIBUTIONLOCAL ROOTS CARE
(103) HAMPSHIRE COLLEGE TRUSTEES
893 WEST STREET
AMHERST,MA01002
04-6130872 501(C)(3) 10,700       GENERAL PURPOSESHAMPSHIRE FUND
(104) HAMPSHIRE COMMUNITY UNITED WAY
71 KING STREET P O BOX 123
NORTHAMPTON,MA01061
04-2104792 501(C)(3) 19,450       CONTINUED MATCH
(105) HAMPSHIRE REGIONAL SCHOOL DISTRICT
19 STAGE ROAD
WESTHAMPTON,MA01027
04-6148531   5,613       HAMPSHIRE REGIONAL MIDDLE/HIGH SCHOOL
(106) HEATH AGRICULTURAL SOCIETY INC
9 HOSMER ROAD PO BOX 10
HEATH,MA01346
04-2607187 501(C)(3) 17,000       GENERAL HEALTH
(107) HIGHLAND-VALLEY ELDER SERVICES INC
320 RIVERSIDE DR SUITE B
FLORENCE,MA01062
04-2563340 501(C)(3) 30,000       COVID-19 RESPONSE FUND AWARD - PHASE 1
(108) HILLSDALE COLLEGE
33 EAST COLLEGE STREET
HILLSDALE,MI49242
38-1374230 501(C)(3) 500,000       FOR THE BLAKE CENTER
(109) HILLTOWN COMMUNITY HEALTH CENTERS INC
58 OLD NORTH ROAD
WORTHINGTON,MA01098
04-2161484 501(C)(3) 30,000       COVID-19 RESPONSE FUND AWARD - PHASE 1
(110) HILLTOWN VILLAGE INC DBA IT TAKES A VILLAGE
PO BOX 146
CUMMINGTON,MA01026
47-1394720 501(C)(3) 15,000       MOVING & RELOCATION COSTS
(111) HISTORIC NORTHAMPTON INC
46 BRIDGE STREET
NORTHAMPTON,MA010602428
04-6079243 501(C)(3) 8,950       MAIN STREET
(112) HITCHCOCK CENTER FOR THE ENVIRONMENT INC
845 WEST STREET
AMHERST,MA01002
04-2487748 501(C)(3) 7,100       COLLEEN KELLEY DISCOVERY YARD
(113) HOLYOKE COMMUNITY COLLEGE FOUNDATION INC
HOLYOKE COMMUNITY COLLEGE 303
HOMESTEAD AVENUE
HOLYOKE,MA01040
23-7181691 501(C)(3) 26,100       BUILDING THE CAPACITY OF THE HCC FOUNDATION
(114) HOLYOKE COMMUNITY MEDIA INC
PO BOX 1310 536 DWIGHT STREET
HOLYOKE,MA01040
01-0628078 501(C)(3) 44,000       OUR GRANDMOTHERS: A MULTICULTURAL AND MULTIMEDIA TRAVELING EXHIBIT, OUR GRANDMOTHERS - THE STORIES THAT BIND US
(115) HOLYOKE HEALTH CENTER INC
230 MAPLE STREET
HOLYOKE,MA01040
04-2492730 501(C)(3) 30,200       2019 APPRECIATION GRANTCOVID-19 RESPONSE FUND AWARD - PHASE 1
(116) HOLYOKE ROWS INC
25 JONES FERRY ROAD
HOLYOKE,MA01040
04-3490427 501(C)(3) 13,000       EXPANDING VETERANS DRAGON BOATING, ROWING, AND KAYAKING PROGRAMS
(117) HOME FOR THE AGED OF THE LITTLE SISTERS OF THE POOR INCORPORATED
ST JOSEPHS RESIDENCE 1365 ENFIELD
STREET
ENFIELD,CT060824925
06-0882297 501(C)(3) 107,820       GENERAL HEALTH
(118) HOMEWORK HOUSE INC
54 NORTH SUMMER STREET
HOLYOKE,MA01040
56-2666698 501(C)(3) 14,350       STRATEGIC FUNDRAISING-MARKETING INTITIATIVE
(119) HOSPICE OF FRANKLIN COUNTY INC
329 CONWAY STREET SUITE 2
GREENFIELD,MA01301
20-1611913 501(C)(3) 10,000       GENERAL HEALTH
(120) HOUSING AND ECONOMIC RIGHTS ADVOCATES
PO BOX 29435
OAKLAND,CA946040091
20-2573758 501(C)(3) 10,000       HOUSING
(121) HYBRID VIGOR MUSIC INC
PO BOX 178
AMHERST,MA01004
87-0812635 501(C)(3) 9,298       IN MEMORY OF PATRICIA MCDONAGH
(122) INSTITUTE FOR DEMOCRATIC EDUCATION AND CULTURE (DBA - SPEAKOUT)
PO BOX 22748
OAKLAND,CA94609
94-3292755 501(C)(3) 50,000       ALL MY RELATIONS PODCAST
(123) INSTITUTE FOR POLICY STUDIES
1301 CONNECTICUT AVE NW 600
WASHINGTON,DC20036
83-2203475 501(C)(3) 18,050       EXPAND COMMUNICATION AND OUTREACHSOJOURNER TRUTH SCHOOL
(124) INTERFAITH COUNCIL OF FRANKLIN COUNTY INC
425 MAIN STREET PO BOX 1171
GREENFIELD,MA01301
04-3071439 501(C)(3) 15,050       HUMAN SERVICES
(125) INTERNATIONAL LANGUAGE INSTITUTE OF MA INC
25 NEW SOUTH STREET
NORTHAMPTON,MA01060
22-2553803 501(C)(3) 19,950       APPLE COMPUTER PURCHASETECHNOLOGY CAPACITY-BUILDING PROJECT
(126) INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREET
NEW YORK,NY101681289
13-5660870 501(C)(3) 6,000       HUMAN SERVICES
(127) JACKSON STREET SCHOOL PARENT TEACHER ORGANIZATION INC
120 JACKSON STREET
NORTHAMPTON,MA01060
04-3062374 501(C)(3) 7,326       GREENHOUSEJSS PTO EMERGENCY FUND
(128) JEWISH FEDERATION OF WESTERN MASSACHUSETTS INC
1160 DICKINSON STREET
SPRINGFIELD,MA01108
04-2127023 501(C)(3) 7,300       PURCHASE OF FOOD SAFETY, TRANSPORT AND MEASUREMENT TOOLS.TO PURCHASE FOOD SAFETY, TRANSPORT AND MEASUREMENT TOOLS.
(129) JOHNSON MEMORIAL HOSPITAL
201 CHESTNUT HILL ROAD
STAFFORD SPRINGS,CT06076
06-0646696 501(C)(3) 27,040       GENERAL HEALTH
(130) JUST ROOTS INC
34 GLENBROOK DRIVE APT 1B
GREENFIELD,MA01301
37-1637062 501(C)(3) 18,200       GROWING CAPACITY, BUILDING SUSTAINABILITY
(131) KESTREL LAND TRUST
PO BOX 1016
AMHERST,MA01004
04-6243236 501(C)(3) 85,438       ANNUAL FUNDGENERAL SUPPORTLAND CONSERVATION AND STEWARDSHIP
(132) KO THEATER WORKS INC
498 SOUTH GULF ROAD
BELCHERTOWN,MA01007
04-3124727 501(C)(3) 9,250       ENSEMBLE: SHARING COLLABORATIVE CREATIVE PRACTICE IN COMMUNITY
(133) KO THEATER WORKS INC
PO BOX 137
AMHERST,MA01004
04-3124727 501(C)(3) 31,900       ENSEMBLE - SEEDING THE FUTUREHABITAT - THE 28TH ANNUAL KO FESTIVAL OF PERFORMANCESUMMER SEASON
(134) KRIPALU CENTER FOR YOGA & HEALTH
PO BOX 309 57 INTERLAKEN ROAD
STOCKBRIDGE,MA01262
23-1718197 501(C)(3) 12,000       RACHEL GREENE MEMORIAL FUND AND GANESHA FUND
(135) LAKE SUNAPEE PROTECTIVE ASSOCIATION
63 MAIN STREET PO BOX 683
SUNAPEE,NH03782
02-6011969 501(C)(3) 22,565       2019 CAPITAL CAMPAIGNANONYMOUS MATCHING LSYC DONATION
(136) LEADERSHIP PIONEER VALLEY INC
1 FEDERAL ST BUILDING 101
SPRINGFIELD,MA01105
46-2125214 501(C)(3) 8,000       EDUCATION; ECONOMIC DEVELOPMENT
(137) LIFEPATH INC
101 MUNSON STREET SUITE 201
GREENFIELD,MA01301
04-2542539 501(C)(3) 80,050       COVID-19 RESPONSE FUND AWARD - PHASE 1HEALTHY LIVING PROGRAM: EVIDENCE-BASED SELF-MANAGEMENT WORKSHOPS
(138) LILLY LIBRARY ASSOCIATION
19 MEADOW STREET
FLORENCE,MA01062
04-2116611 501(C)(3) 7,175       EDUCATION
(139) LITERACY LAB
1003 K STREET NORTHWEST SUITE 500
WASHINGTON,DC20001
27-1777117 501(C)(3) 50,000       THE LITERACY LAB WESTERN MASSACHUSETTS
(140) LONGMEADOW ADULT COMMUNITY CENTER FUND INC
231 MAPLE ROAD
LONGMEADOW,MA01106
83-2862544 501(C)(3) 53,500       2020 CAMPAIGNLONGMEADOW ADULT CENTER
(141) LOOMIS SENIOR LIVING INC DBA LOOMIS LAKESIDE AT REEDS LANDING
246 NORTH MAIN STREET
SOUTH HADLEY,MA01075
04-3314106 501(C)(3) 30,700       HUMAN SERVICES
(142) LORRAINE'S SOUP KITCHEN AND PANTRY INC
170 PENDEXTER AVENUE
CHICOPEE,MA01013
04-2616751 501(C)(3) 6,000       NEW STOVE/OVEN REQUEST
(143) LOVIN SPOONFULS INC
1304 COMMONWEALTH AVENUE SUITE E
BOSTON,MA02134
27-1810597 501(C)(3) 25,000       LOVIN' SPOONFULS FOOD RESCUE PROGRAM- HAMPDEN COUNTY EXPANSION
(144) LUDLOW BOYS & GIRLS CLUB INC
91 CLAUDIAS WAY
LUDLOW,MA01056
04-2089767 501(C)(3) 15,000       STRENGTHEN FINANCIAL-HR STABILITY
(145) MAINE MARITIME MUSEUM
243 WASHINGTON STREET
BATH,ME04530
01-0271477 501(C)(3) 10,000       ARTS & CULTURE
(146) MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC
1 BULFINCH PLACE 2ND FLOOR
BOSTON,MA02114
22-2867371 501(C)(3) 15,500       SWISH NIGHT 2020
(147) MANNA SOUP KITCHEN
48 ELM STREET
NORTHAMPTON,MA01060
33-1064237 501(C)(3) 7,000       KITCHEN BUILDOUT
(148) MARTIN LUTHER KING JR FAMILY SERVICES INC
106 WILBRAHAM ROAD P O BOX 91026
SPRINGFIELD,MA01139
04-2647035 501(C)(3) 51,000       MLKFS PARTNERSHIP FOR PARENT EMPOWERMENT PROGRAM
(149) MASSACHUSETTS AUDUBON SOCIETY INC
208 SOUTH GREAT ROAD
LINCOLN,MA01773
04-2104702 501(C)(3) 37,214       ARCADIA WILDLIFE CAPITAL CAMPAIGNARCADIA WILDLIFE SANCTUARY ART HOUSEARCADIA WILDLIFE SANCTUARY FOR THE BIRD-A-THON IN HONOR OF PATTI STEINMAN AND ANNE LOMBARD'S TEAMTO HELP BUILD AN OUTDOOR PAVILIONARCADIA TEACHING PAVILIONARCADIA WILDLIFE CAPITAL CAMPAIGNARCADIA WILDLIFE SANCTUARYFOR ARCADIA WILDLIFE SANCTUARY
(150) MASSACHUSETTS FOUNDATION FOR HUMANITIES
66 BRIDGE STREET
NORTHAMPTON,MA01060
22-2504778 501(C)(3) 28,100       THE SPRINGFIELD CLEMENTE COURSE IN THE HUMANITIES
(151) MASSHIRE HAMPDEN COUNTY WORKFORCE BOARD
1441 MAIN STREET SUITE 111
SPRINGFIELD,MA01103
22-2489896 501(C)(3) 18,300       ECONOMIC DEVELOPMENT
(152) MAY INSTITUTE INC
41 PACELLA PARK DRIVE
RANDOLPH,MA023681755
04-2197449 501(C)(3) 7,000       MAY YOU BE HEALTHY NUTRITION INITIATIVE
(153) MERCY HOSPITAL INC
271 CAREW STREET PO BOX 9012
SPRINGFIELD,MA011029012
04-3398280 501(C)(3) 11,356       FOR SISTER CARITAS CANCER CENTER IN MEMORY OF GAIL L. JENNINGSMERCY GALA SUPPORT
(154) MICHAEL E SMITH ENDOWMENT FOR EXCELLENCE IN EDUCATION
PO BOX 847
SOUTH HADLEY,MA01075
04-3558819 501(C)(3) 20,000       EDUCATION
(155) MONTAGUE CATHOLIC SOCIAL MINISTRIES INC
43 THIRD STREET PO BOX 792
TURNERS FALLS,MA01376
04-3274078 501(C)(3) 13,000       IMPACT STORIES
(156) MOUNT GRACE LAND CONSERVATION TRUST INC
1461 OLD KEENE ROAD
ATHOL,MA01331
04-2938967 501(C)(3) 35,500       ALDERBROOK MEADOWS LAND ACCESS FOR ALL PROJECTFOR PROJECTS THAT AIM TO PROTECT FARMLAND
(157) MUSIC AND POETRY SYNCHRONIZED INC
116 PLEASANT STREET SUITE 328
EASTHAMPTON,MA010272752
45-1777894 501(C)(3) 6,100       TO FACILITATE MAPS TO BE THE BEST IT CAN BE
(158) MYSTIC SEAPORT MUSEUM INC
75 GREENMANVILLE AVENUE PO BOX 6000
6000
MYSTIC,CT06355
06-0653120 501(C)(3) 10,000       ARTS & CULTURE
(159) NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE OF CT & W MA INC
820A PROSPECT HILL ROAD
WINDSOR,CT06095
14-1937658 501(C)(3) 14,300       CAMP ANYTOWNCAMP ANYTOWN AS AN ADDITIONAL DONATIONGENERAL SUPPORTHUMAN RELATIONS AWARD BANQUET
(160) NATIONAL GUILD FOR COMMUNITY ARTS EDUCATION INC
520 8TH AVENUE SUITE 302
NEW YORK,NY10018
13-6161108 501(C)(3) 40,000       ARTS & CULTURE
(161) NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011
13-2654926 501(C)(3) 8,000       ENVIRONMENTAL
(162) NEW ENGLAND LEARNING CENTER FOR WOMEN IN TRANSITION INC
479 MAIN STREET PO BOX 520
GREENFIELD,MA013020520
04-2616922 501(C)(3) 31,500       BUILDING OUR STRATEGIC PLAN, COVID-19 RESPONSE FUND AWARD - PHASE 1NORTH QUABBIN SITE
(163) NEW ENGLAND PUBLIC RADIO FOUNDATION INC
1525 MAIN STREET
SPRINGFIELD,MA011031413
04-6130523 501(C)(3) 133,650       $5000 TO MURROW SOCIETY, $1200 TO NEPR MEMBERSHIPANNUAL FUNDCAPITAL CAMPAIGNDIVERSITY, EQUITY & INCLUSION PROJECTFOR NEW ENGLAND PUBLIC MEDIANEW VOICES CAMPAIGN, NEPM
(164) NEW ISRAEL FUND
PO BOX 177
LEWISTON,ME042430177
94-2607722 501(C)(3) 8,300       HUMAN SERVICES
(165) NORTHAMPTON CENTER FOR THE ARTS INC
PO BOX 366 33 HAWLEY STREET
NORTHAMPTON,MA01061
22-2570778 501(C)(3) 12,000       ARTS & CULTURE
(166) NORTHAMPTON COMMUNITY ARTS TRUST
PO BOX 366
NORTHAMPTON,MA01061
27-2576586 501(C)(3) 99,500       IN MEMORY OF BART GORDON
(167) NORTHAMPTON COMMUNITY MUSIC CENTER INC
139 SOUTH STREET
NORTHAMPTON,MA01060
04-3428393 501(C)(3) 19,000       BUILDING PURCHASEIN MEMORY OF PATRICIA MCDONAGH
(168) NORTHAMPTON CONSERVATION ENDOWMENT INTERFUND
333 BRIDGE STREET
SPRINGFIELD,MA01103
22-3089640 501(C)(3) 58,800       NORTHAMPTON CONSERVATION ENDOWMENT FUND
(169) NORTHAMPTON EDUCATION FOUNDATION ENDOWMENT INTERFUND
333 BRIDGE STREET
SPRINGFIELD,MA01103
22-3089640 501(C)(3) 10,000       NORTHAMPTON EDUCATION FOUNDATION ENDOWMENT FUND
(170) NORTHAMPTON EDUCATION FOUNDATION INC
PO BOX 44
NORTHAMPTON,MA01061
04-3157289 501(C)(3) 110,300       $200 TO SOS CONTRIBUTION AND $275 TO SPELLING BEE SPONSORSHIPENDOWMENT GRANTSFRIENDS OF JERRY BUDGAR FOR SPELLING BEENEF DEVELOPMENT FUNDTHIS GRANT IS TO BE USED EXCLUSIVELY SMALL GRANTS TO TEACHERS PROGRAM OF THE NEF.
(171) NORTHAMPTON EDUCATION FOUNDATION INC
PO BOX 44
NORTHAMPTON,MA01061
22-3089640 501(C)(3) 5,000       NEF ENDOWMENT FUND
(172) NORTHAMPTON JAZZ FESTIVAL INC
P O BOX 631
NORTHAMPTON,MA01061
45-1956934 501(C)(3) 10,100       2019 NORTHAMPTON JAZZ FESTIVAL
(173) NORTHAMPTON NEIGHBORS INC
PO BOX 231
NORTHAMPTON,MA01061
81-2758712 501(C)(3) 5,450       NORTHAMPTON NEIGHBORS
(174) NORTHAMPTON SURVIVAL CENTER INC
265 PROSPECT STREET
NORTHAMPTON,MA01060
04-2774166 501(C)(3) 15,900       2 DOOR INDUSTRIAL FREEZER, WHEELS FOR REFRIGERATOR UNITS, RETRACTABLE AWNINGCHILDREN FOOD SECURITY IN 2019FOOD FOR CHILDREN
(175) NORTHFIELD MOUNT HERMON SCHOOL
ONE LAMPLIGHTER WAY
MOUNT HERMON,MA01354
04-2109865 501(C)(3) 75,000       UPWARD BOUND NMH
(176) OPACUM LAND TRUST
PO BOX 233
STURBRIDGE,MA01566
04-3501184 501(C)(3) 15,000       MASHAPAUG WOODS AND WATER PROJECT
(177) OPERATING INTERFUND
333 BRIDGE STREET
SPRINGFIELD,MA01115
22-3089640 501(C)(3) 35,000       ANNUAL FUNDCAPACITY TRAININGS AND WORKSHOPSIMPACT CATALYST
(178) ORPHAN VOICE INC
PO BOX 910410
LEXINGTON,KY40591
61-1503075 501(C)(3) 7,500       ENDURING VOICES 2019
(179) OXFAM-AMERICA INC
226 CAUSEWAY STREET 5TH FLR
BOSTON,MA021142206
23-7069110 501(C)(3) 10,700       HUMAN SERVICES
(180) PEACE DEVELOPMENT FUND INC
PO BOX 1280
AMHERST,MA010041280
84-3280623 501(C)(3) 20,000       COLLABORATIVE RESOLUTIONS GROUP
(181) PERUGIA PRESS
PO BOX 60364 96 CHESTNUT STREET
FLORENCE,MA01062
86-1159639 501(C)(3) 7,000       NEW WEBSITE AND SUBMISSION PLATFORM
(182) PIONEER VALLEY BALLET GUILD
116 PLEASANT STREET SUITE 155
EASTHAMPTON,MA01027
23-7312776 501(C)(3) 5,000       THE NEXT VISION OF PV BALLET
(183) PIONEER VALLEY CHRISTIAN ACADEMY
965 PLUMTREE ROAD
SPRINGFIELD,MA01119
04-2502941 501(C)(3) 6,350       EDUCATION
(184) PIONEER VALLEY HABITAT FOR HUMANITY INC
140 PINE STREET ROOM 4 PO BOX 60642
60642
FLORENCE,MA010620642
04-3049506 501(C)(3) 120,675       BIG ENOUGH: SMALL HOME REVOLUTION - W MASSGENERALGENERAL USE
(185) PIONEER VALLEY REGIONAL VENTURES CENTER INC
60 CONGRESS STREET FLOOR 1
SPRINGFIELD,MA01104
04-3560951 501(C)(3) 12,000       VALLEY ACCESS BIKE PASS - YEAR 2
(186) PIONEER VALLEY RIVERFRONT CLUB INC
PO BOX 3123
SPRINGFIELD,MA011013123
26-0251831 501(C)(3) 12,800       FUNDRAISING CAPACITY EXPANSION GRANT
(187) PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC
193 BAY ROAD
HADLEY,MA01035
04-2734173 501(C)(3) 45,000       ANNUAL FUND
(188) PIONEER VALLEY WORKERS CENTER
20 HAMPTON AVE STE 200
NORTHAMPTON,MA01060
82-4732798 501(C)(3) 16,000       413 UNDOCU-WORKER SOLIDARITY FUNDCFWMFARM WORKER RUN COOPERATIVE FARM
(189) PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS STREET 10TH FLOOR
NEW YORK,NY10038
13-1644147 501(C)(3) 10,250       ANNUAL CONTRIBUTION
(190) POPE FRANCIS HIGH SCHOOL
99 WENDOVER ROAD
SPRINGFIELD,MA01118
81-3825696 501(C)(3) 40,550       EDUCATION
(191) PROTEUS FUND INC
15 RESEARCH DRIVE
AMHERST,MA01002
04-3243004 501(C)(3) 6,100       READING RACE IN PICTURE BOOKS
(192) QUABBIN MEDIATION INC
13 SOUTH MAIN STREET
ORANGE,MA01364
04-3429086 501(C)(3) 15,000       CAPACITY BUILDING: DETERMINING OUR DIRECTION
(193) RAISING A READER MA (RAR-MA INC)
3 SCHOOL STREET THIRD FLOOR
BOSTON,MA02108
80-0297898 501(C)(3) 25,000       RAISING A READER SPRINGFIELD
(194) REVITALIZE COMMUNITY DEVELOPMENT CORPORATION
COLONIAL BLOCK BUILDING 1145 MAIN
STREET SUITE 107
SPRINGFIELD,MA01103
04-3172737 501(C)(3) 25,250       ECONOMIC DEVELOPMENT
(195) RIVER VALLEY COUNSELING CENTER INC
P O BOX 791 6 ISABELLA STREET
HOLYOKE,MA01041
04-2174657 501(C)(3) 15,000       DEVELOP STRATEGIC PLAN/STRENGTHEN BOARD LEADERSHIP
(196) RODMAN RIDE FOR KIDS INC
LINCOLN PLACE 10 LINCOLN ROAD
FOXBOROUGH,MA02035
04-3329283 501(C)(3) 7,500       HUMAN SERVICES
(197) ROMAN CATHOLIC DIOCESE OF SPRINGFIELD
65 ELLIOT STREET PO BOX 1730
SPRINGFIELD,MA011011730
04-3437398 501(C)(3) 38,400       ANNUAL APPEALANNUAL CATHOLIC APPEAL
(198) RONALD MC DONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MASSACHUSETTS
860 HOWARD AVENUE SUITE A
NEW HAVEN,CT06519
04-2971480 501(C)(3) 13,890       ROOM MAKEOVER CAMPAIGN
(199) ROOT STUDIO INC
51 11TH STREET
TURNERS FALLS,MA01376
82-3580865 501(C)(3) 15,000       ESTABLISH HEALTHY ROOTS: BUILD OPERATING CAPACITY
(200) SAFE PASSAGE INC
76 CARLON DRIVE
NORTHAMPTON,MA01060
04-2690131 501(C)(3) 66,900       CAPITAL CAMPAIGNCOVID-19 RESPONSE FUND AWARD - PHASE 1SAFE PASSAGE LEGAL PROGRAM
(201) SAINT MICHAEL'S COLLEGE
ONE WINOOSKI PARK BOX 256
COLCHESTER,VT054469970
03-0179403 501(C)(3) 59,500       EDUCATION
(202) SCHWAB CHARITABLE FUND
211 MAIN STREET
SAN FRANCISCO,CA94105
31-1640316 501(C)(3) 20,105       HUMAN SERVICES
(203) SERVICENET INC
21 OLANDER DRIVE
NORTHAMPTON,MA01060
04-2526194 501(C)(3) 37,500       COVID-19 RESPONSE FUND AWARD - PHASE 1GROVE STREET INNSHELTER SUNDAY
(204) SHEA THEATER ARTS CENTER
PO BOX 773 71 AVENUE A
TURNERS FALLS,MA01376
81-1096876 501(C)(3) 11,000       THE WATERMILL FESTIVAL: MULTI-ARTS MULTI-GENERATIONAL FESTIVAL DOWNTOWN TURNERS FALLS
(205) SMITH COLLEGE
COLLEGE HALL 201
NORTHAMPTON,MA01063
04-1843040 501(C)(3) 6,380       SUMMER SCIENCE AND ENGINEERING PROGRAM SCHOLARSHIP FOR A HAMPDEN COUNTY STUDENT WITH FINANCIAL NEED
(206) SMITH VOCATIONAL AND AGRICULTURAL HIGH SCHOOL
80 LOCUST STREET
NORTHAMPTON,MA01060
04-6001406   9,000       SENIOR STUDENT SCHOLARSHIPS - 2019
(207) SNOW FARM - THE NEW ENGLAND CRAFT PROGRAM INC
5 CLARY ROAD
WILLIAMSBURG,MA01096
06-3547767 501(C)(3) 10,000       FIRE UP! IN HONOR OF PAT BENNETT, WHO HAS INTRODUCED SO MANY TO THE ART AND CRAFT OF WELDING.SNOW FARM SUMMIT
(208) SOUTH HADLEY HISTORICAL SOCIETY INC
28 WOODBRIDGE STREET
SOUTH HADLEY,MA01075
52-2084289 501(C)(3) 18,320       ARTS & CULTURE
(209) SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
7 BISHOP ST
FRAMINGHAM,MA01702
52-1084599 501(C)(3) 19,400       CHILDREN'S WEEKEND BACKPACK PROGRAMLOAVES & FISHES COMMUNITY KITCHEN
(210) SPIRIT IN ACTION
PO BOX 446
HAYDENVILLE,MA01039
38-3655028 501(C)(3) 50,000       HUMAN SERVICES
(211) SPRINGFIELD BOYS & GIRLS CLUB INC
481 CAREW STREET
SPRINGFIELD,MA01104
04-1858620 501(C)(3) 10,100       HUMAN SERVICES
(212) SPRINGFIELD COLLEGE
263 ALDEN STREET
SPRINGFIELD,MA01109
04-2104329 501(C)(3) 27,100       EDUCATION
(213) SPRINGFIELD CULTURAL PARTNERSHIP INCORPORATED
127 STATE STREET
SPRINGFIELD,MA01103
81-2515358 501(C)(3) 15,000       CULTURAL MARKETING AND COMMUNITY PRESENCE
(214) SPRINGFIELD JEWISH COMMUNITY CENTER INC
1160 DICKINSON STREET
SPRINGFIELD,MA01108
04-2103802 501(C)(3) 43,250       CAPITAL CAMPAIGNCAPITAL CAMPAIGN 2019KEHILLAH PROGRAMKEHILLAH SPONSORSHIP
(215) SPRINGFIELD MUSEUMS CORPORATION
21 EDWARDS STREET
SPRINGFIELD,MA01103
04-6002239 501(C)(3) 28,046       DR. SEUSS CAMPAIGNIN MEMORY OF DAVID STARRSOCIETY OF WILLIAM RICESOCIETY OF WILLIAM RICE LEADERSHIP CIRCLE
(216) SPRINGFIELD OPERATIONS ECS INC
1500 MAIN STREET PO BOX 15395
SPRINGFIELD,MA011155395
82-3148338 501(C)(3) 7,900       EDUCARE SPRINGFIELD
(217) SPRINGFIELD PARTNERS FOR COMMUNITY ACTION INC
721 STATE STREET SECOND FLOOR
SPRINGFIELD,MA01108
04-2374279 501(C)(3) 40,000       COVID-19 RESPONSE FUND AWARD - PHASE 1
(218) SPRINGFIELD RESCUE MISSION INC
PO BOX 9045
SPRINGFIELD,MA011029045
52-1047790 501(C)(3) 35,174       COLDEST DAY EVENTCOVID-19 RESPONSE FUND AWARD - PHASE 1
(219) SPRINGFIELD SCHOOL VOLUNTEERS INC
1550 MAIN STREET THIRD FLOOR
SPRINGFIELD,MA01103
04-2643527 501(C)(3) 15,003       EDUCATION
(220) SPRINGFIELD SYMPHONY ORCHESTRA
1441 MAIN STREET
SPRINGFIELD,MA01103
04-2210746 501(C)(3) 57,521       $5,600 FOR LEAGUE OF AMERICAN ORCHESTRAS MEMBERSHIP AND $20,000 FOR AN ANNUAL SPONSORSHIP, ANNUAL FUND
(221) SPRINGFIELD TECHNICAL COMMUNITY COLLEGE FOUNDATION INC
ONE ARMORY SQUARE PO BOX 9000
SPRINGFIELD,MA011019000
22-2612044 501(C)(3) 10,000       THE CAMPAIGN FOR STUDENT SUCCESS
(222) SS PETER AND PAUL RUSSIAN ORTHODOX CHURCH
118 CAREW STREET PO BOX 2843
SPRINGFIELD,MA01101
04-6000817 501(C)(3) 7,250       HUMAN SERVICES
(223) ST ELIZABETH ANN SETON PARISH
87 BEACON STREET
FLORENCE,MA01062
04-3437398   6,275       HUMAN SERVICES
(224) ST JEANNE JUGAN PARISH
23 SIMON ROAD
ENFIELD,CT06082
06-0813628 501(C)(3) 117,780       HUMAN SERVICES
(225) ST JOHN'S LUTHERAN CHURCH
60 BROAD STREET
WESTFIELD,MA01085
04-2381428 501(C)(3) 20,050       HUMAN SERVICES
(226) ST PATRICK PARISH
30 MAIN STREET
SOUTH HADLEY,MA01075
04-2106777 501(C)(3) 10,000       HUMAN SERVICES
(227) ST PAUL LUTHERAN CHURCH
181 ELM STREET
EAST LONGMEADOW,MA01028
04-2388464 501(C)(3) 31,800       HUMAN SERVICES
(228) ST STANISLAUS BASILICA
ST STANISLAUS PARISH OFFICE 40
CYMAN DRIVE
CHICOPEE,MA01013
04-2111408   10,000       HUMAN SERVICES
(229) ST STANISLAUS SCHOOL
534 FRONT STREET
CHICOPEE,MA01013
45-2463232   22,300       HUMAN SERVICES
(230) STANLEY PARK OF WESTFIELD INC
OFFICE OF DEVELOPMENT 400 WESTERN
AVENUE
WESTFIELD,MA01086
04-2131404 501(C)(3) 12,614       ENVIRONMENTAL
(231) SURVIVAL CENTERS INC
PO BOX 9629
NORTH AMHERST,MA01059
04-2698462 501(C)(3) 36,950       AMHERST SURVIVAL CENTERFRESH FOOD DISTRIBUTION EQUIPMENT UPGRADESENIOR MOBILE NUTRITION PROGRAM
(232) SURVIVOR JOURNEYS INC
PO BOX 60471
LONGMEADOW,MA011162826
47-3109711 501(C)(3) 30,500       CHALLENGE MATCH
(233) TANTASQUA REGIONAL HIGH SCHOOL
319 BROOKFIELD ROAD
FISKDALE,MA01518
04-6006030 501(C)(3) 10,000       JENSEN FAMILY TECHNICAL MERIT AWARDS
(234) TAPESTRY HEALTH SYSTEMS INC
296 NONOTUCK STREET STE 2 2ND FLOOR
FLOOR
FLORENCE,MA01062
23-7303142 501(C)(3) 14,500       TAPESTRY DEVELOPMENT PLAN
(235) TEACH WESTERN MASS INC
1000 STATE STREET
SPRINGFIELD,MA01109
81-3839008 501(C)(3) 8,200       TWM GRADUATE FELLOWSHIP
(236) THE FELLS
456 ROUTE 103A PO BOX 276
NEWBURY,NH03255
04-3345078 501(C)(3) 6,500       HUMAN SERVICES
(237) THE FOOD BANK OF WESTERN MASSACHUSETTS INC
97 N HATFIELD ROAD
HATFIELD,MA010389773
04-2751023 501(C)(3) 418,750       ANNUAL DONATIONWILL BIKE 4 FOOD - ANDREW'S RIDE, FEED OUR COMMUNITY IN NEEDFOOD INSECURITY SCREEN-REFERRAL INITIATIVE (FISRI), COVID-19 RESPONSECOVID-19 RESPONSE DONATIONCOVID-19 RESPONSE FUND AWARD - PHASE 1GENERAL
(238) THE LITERACY PROJECT INC
15 BANK ROW SUITE C
GREENFIELD,MA013013566
04-2907399 501(C)(3) 28,774       COLLEGE READINESS FOR ADULT LEARNERS
(239) THE NOLUMBEKA PROJECT
91 MAIN STREET PO BOX 285
GREENFIELD,MA01301
26-4509867 501(C)(3) 7,600       RIVER'S SONGS, NATIVE VOICES
(240) THE PERFORMANCE PROJECT INC
PO BOX 5195
SPRINGFIELD,MA01101
30-0157803 501(C)(3) 7,700       FIRST GENERATION -2019 APPRECIATION GRANTGENERAL SUPPORTSTAND TALL, MI GENTE!
(241) THE RESISTANCE CENTER FOR PEACE AND JUSTICE
2 CONZ STREET SUITE 2B
NORTHAMPTON,MA01060
82-2372091 501(C)(3) 13,700       2019 APPRECIATION GRANTIMMIGRATION ADVOCACYJEFF NAPOLITANO IS AWARE OF THIS GIFT.
(242) THE SALVATION ARMY - GREENFIELD CORPS
72 CHAPMAN STREET P O BOX 346
GREENFIELD,MA01301
22-2406433 501(C)(3) 10,000       HUMAN SERVICES
(243) THE SHRINERS HOSPITAL FOR CHILDREN - SPRINGFIELD
516 CAREW STREET
SPRINGFIELD,MA01104
04-2121377 501(C)(3) 41,727       SPECIALTY EQUIPMENT FOR O.R. LIPOSUCTION MACHINETRANSITION PROGRAM
(244) THE UNITED ARC INC
294 AVENUE A
TURNERS FALLS,MA01376
04-2267562 501(C)(3) 11,100       HUMAN SERVICES
(245) TIDES FOUNDATION
PO BOX 29903
SAN FRANCISCO,CA94129
51-0198509 501(C)(3) 11,500       MOVEMENT VOTER FUNDMOVEMENT VOTER PROJECT
(246) TILTON FUND INC
75 NORTH MAIN STREET
SOUTH DEERFIELD,MA01373
04-6075146 501(C)(3) 15,600       ANNUAL APPEAL
(247) TOWN OF AGAWAM
36 MAIN STREET
AGAWAM,MA01001
04-6001065   37,614       ECONOMIC DEVELOPMENT
(248) TOWN OF SUNDERLAND
12 SCHOOL STREET
SUNDERLAND,MA01375
99-9999999   10,000       EC PLAYGROUND GRANT
(249) TOXICS ACTION CENTER INC
2 CONZ STREET SUITE B
NORTHAMPTON,MA01060
04-3211693 501(C)(3) 6,200       PIONEER VALLEY GRASSROOTS LEADERSHIP DEVELOPMENT INITIATIVE
(250) TREEHOUSE FOUNDATION INC
ONE TREEHOUSE CIRCLE
EASTHAMPTON,MA01027
22-3848537 501(C)(3) 10,500       2019 APPRECIATION GRANTFOSTERING KINDNESS ACROSS GENERATIONSHEROES YOUTH LEADERSHIPMEANINGFUL GIFT
(251) TRICKLE UP PROGRAM INC
104 WEST 27TH STREET 12TH FLOOR
NEW YORK,NY10001
06-1043042 501(C)(3) 10,000       THIS GIFT IS MADE AT THE REQUEST OF BILL NEWMAN (AND LEAH).
(252) TRINITY EPISCOPAL CHURCH
17 PARK STREET
WARE,MA01082
31-1629166 501(C)(3) 10,000       NEW DOORS PROJECT
(253) TRUSTEES OF MOUNT HOLYOKE COLLEGE
50 COLLEGE STREET
SOUTH HADLEY,MA01075
04-2103578 501(C)(3) 17,750       EDUCATION
(254) TRUSTEES OF SMITH ACADEMY
277 WEST STREET PO BOX 56
NORTH HATFIELD,MA01066
04-2785440 501(C)(3) 16,500       SOPHIA SMITH GRANTS
(255) TSNE MISSIONWORKS
89 SOUTH ST STE 700
BOSTON,MA021112679
04-2261109 501(C)(3) 19,800       GENERAL SUPPORT
(256) UNITARIAN UNIVERSALIST SOCIETY OF GREATER SPRINGFIELD
245 PORTER LAKE DRIVE
SPRINGFIELD,MA01106
04-2103733 501(C)(3) 8,000       HUMAN SERVICES
(257) UNITED WAY OF FRANKLIN COUNTY INC
51 DAVIS STREET 2
GREENFIELD,MA01301
04-2212894 501(C)(3) 35,000       HUMAN SERVICES
(258) UNITED WAY OF MARTIN COUNTY INC
10 SE CENTRAL PARKWAY SUITE 101 PO
BOX 362
STUART,FL34994
23-7273540 501(C)(3) 10,000       HUMAN SERVICES
(259) UNITED WAY OF PIONEER VALLEY INC
1441 MAIN STREET SUITE 147
SPRINGFIELD,MA01103
04-2152680 501(C)(3) 18,686       2019 DIFFERENCE MAKER
(260) URBAN LEAGUE OF SPRINGFIELD INC
1 FEDERAL STREET BUILDING 111-3
SPRINGFIELD,MA01105
04-2133248 501(C)(3) 34,800       106TH ANNIVERSARY DINNERCAMP ATWATER SPONSOR
(261) UTEC INC
15 WARREN ST NO 3 PO BOX 7066
LOWELL,MA01852
38-3669532 501(C)(3) 5,000       HUMAN SERVICES
(262) VALLEY EDUCATIONAL ASSOCIATES INC
PO BOX 46 62 MAIN STREET
HATFIELD,MA01038
04-2763735 501(C)(3) 10,000       C.A.R.T
(263) VALLEY HEALTH SYSTEMS INC
575 BEECH STREET
HOLYOKE,MA01040
04-2103583 501(C)(3) 5,100       CAMPAIGN FOR HOLYOKE MEDICAL CENTER
(264) VALLEY OPPORTUNITY COUNCIL INC
35 MT CARMEL AVENUE
CHICOPEE,MA01013
04-2692763 501(C)(3) 40,000       COVID-19 RESPONSE FUND AWARD - PHASE 1
(265) WALES COMMUNITY PANTRY
85 MAIN STREET
WALES,MA010819777
42-1611946 501(C)(3) 5,429       WALES COMMUNITY PANTRY GRANT
(266) WARREN J PLAUT CHARITABLE TRUST
PO BOX 296
GRANBY,MA01033
04-6609717 501(C)(3) 8,297       FRANKLIN COUNTY CONTINUING THE POLITICAL REVOLUTION'S CONFERENCEWESTERN MASS. MEDICARE FOR ALL
(267) WAY FINDERS INC
322 MAIN STREET
SPRINGFIELD,MA01105
04-2518368 501(C)(3) 50,000       WAY FINDERS CAPITAL CAMPAIGN
(268) WELLSPRING COOPERATIVE CORPORATION
143 MAIN STREET
SPRINGFIELD,MA01105
46-5509253 501(C)(3) 13,500       FOR THE $15,000 MATCHGENERAL SUPPORTWHERE EVER NEEDED
(269) WEST SPRINGFIELD BOYS & GIRLS CLUB INC
615 MAIN STREET
WEST SPRINGFIELD,MA01089
04-2105827 501(C)(3) 5,400       BLOOMERANG DONOR DATABASE
(270) WESTERN MASSACHUSETTS COUNCIL INC BOY SCOUTS OF AMERICA
1 ARCH ROAD SUITE 5
WESTFIELD,MA01085
04-2104279 501(C)(3) 16,775       DCAD SPONSORSHIPFRIENDS OF SCOUTINGPLATINUM SPONSOR
(271) WESTERN MASSACHUSETTS TRAINING CONSORTIUM INC
187 HIGH STREET SUITE 202
HOLYOKE,MA01040
23-7450656 501(C)(3) 30,950       PEOPLE'S MEDICINE CLINIC IN GREENFIELD, TO BE USED BY PEOPLE'S MEDICINE CLINIC AS NEEDED.RECOVERY LEARNING CENTERTHE PEOPLE'S MEDICINE PROJECT
(272) WESTERN NEW ENGLAND UNIVERSITY
1215 WILBRAHAM ROAD
SPRINGFIELD,MA01119
04-2108376 501(C)(3) 47,425       CAPRIO CHALLENGEWNE ENDOWED SCHOLARSHIPS
(273) WESTFIELD ATHENAEUM
6 ELM STREET
WESTFIELD,MA01085
04-6004372 501(C)(3) 15,600       ARTS & CULTURE
(274) WESTMASS ELDERCARE INC
4 VALLEY MILL ROAD
HOLYOKE,MA01040
04-2545848 501(C)(3) 30,000       COVID-19 RESPONSE FUND AWARD - PHASE 1
(275) WGBH EDUCATIONAL FOUNDATION
WGBY CHANNEL 57 - SPRINGFIELD 44
HAMPDEN STREET
SPRINGFIELD,MA01103
04-2104397 501(C)(3) 40,302       JIM MADIGAN FUNDMURROW SOCIETYMURROW SOCIETY CAMPAIGN 2020WGBYWGBY ANNUAL FUND
(276) WILBRAHAM & MONSON ACADEMY
423 MAIN STREET
WILBRAHAM,MA010951715
04-2105838 501(C)(3) 6,671       EDUCATION
(277) WILLIAM AND SUSAN MONKS INTERFUND FOR THE ARTS
174 GREEN HILL ROAD
LONGMEADOW,MA01106
22-3089640 501(C)(3) 8,398       ARTS & CULTURE
(278) WOMANSHELTER COMPANERAS INC
208 RACE STREET PO BOX 1099
HOLYOKE,MA01041
04-2716766 501(C)(3) 31,150       COVID-19 RESPONSE FUND AWARD - PHASE 1, ANNUAL FUNDORGANIZATION/LEADERSHIP STRATEGIC ALIGNMENT
(279) WOMENS FUND OF WESTERN MASSACHUSETTS
1350 MAIN ST STE 1006
SPRINGFIELD,MA011036105
04-3342411 501(C)(3) 6,000       RIPPLE EFFECTYOUNG WOMENS INITIATIVE
(280) WOMEN'S FUND OF WESTERN MASSACHUSETTS
1350 MAIN ST STE 1006
SPRINGFIELD,MA011036105
04-3342411 501(C)(3) 35,200       RIPPLE EFFECTRIPPLE EFFECT CAMPAIGNWHAT EVER IS MOST NEEDED IN HONOR OF PATRICIA JOLICOEUROPERATIONS
(281) WOMEN'S INSTITUTE FOR LEADERSHIP DEVELOPMENT INC
108 MYRTLE STREET
QUINCY,MA02171
04-3132500 501(C)(3) 10,000       HUMAN SERVICES
(282) YMCA OF GREATER SPRINGFIELD
275 CHESTNUT STREET
SPRINGFIELD,MA01104
04-1859893 501(C)(3) 5,625       DOWNTOWN SPRINGFIELD CAPITAL CAMPAIGNDUNBAR CC
(283) YOUNG HEART CHORUS INC
30 NORTH MAPLE STREET
FLORENCE,MA01062
04-2862189 501(C)(3) 56,000       CLOSING FUND
(284) YWCA OF WESTERN MASSACHUSETTS
ONE CLOUGH STREET
SPRINGFIELD,MA011182213
04-2103858 501(C)(3) 17,600       COVID-19 RESPONSE FUND AWARD - PHASE 1
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
277
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: SCHOLARSHIPS ARE PAID TO US EDUCATIONAL INSTITUTIONS TO WHICH THE STUDENT IS ATTENDING AND ARE RETURNED BY THE EDUCATIONAL INSTITUTION IF THE STUDENT DOES NOT MAINTAIN HIS OR HER ENROLLMENT. GRANTS ARE MADE ONLY TO VERIFIED 501(C)(3) ORGANIZATIONS WITH GRANT REPORTS REQUIRED OF ALL DISCRETIONARY GRANTS.
Schedule I (Form 990) 2019



Additional Data


Software ID:  
Software Version:  


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS
Employer identification number

22-3089640
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used 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.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 on 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 (E) amounts for that individual.
(A) Name and Title (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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1BRUCE HILTUNEN
VP FINANCE & OPERATIONS
(i)

(ii)
133,676
-------------
0
3,000
-------------
0
258
-------------
0
12,406
-------------
0
7,396
-------------
0
156,736
-------------
0
0
-------------
0
2KATHARINE ALLAN ZOBEL
PRESIDENT
(i)

(ii)
180,513
-------------
0
37,000
-------------
0
138
-------------
0
19,777
-------------
0
18,862
-------------
0
256,290
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 7 THE EXECUTIVE TEAM EARNED BOARD APPROVED BONUSES DURING CALENDAR YEAR 2019 WHICH WERE REPORTED ON THEIR W2'S.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet 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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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), section 501(c)(4), and section 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
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?
Yes No
(1) BECKY PACKARD TRUSTEE 48,869 WESTERN MASS COMPLETES STUDY   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 63 23,631,930 STOCK MARKET QUOTATION
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 Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
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
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. 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.
Return Reference Explanation
PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS.
Schedule M (Form 990) (2019)

Additional Data


Software ID:  
Software Version:  
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS
Employer identification number

22-3089640
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE FOUNDATION'S AUDIT AND FINANCE COMMITTEE ARE PROVIDED A DRAFT COPY OF FORM 990. THE COMMITTEE MEMBERS ARE PROVIDED AN OPPORTUNITY TO REVIEW THE 990 AND INQUIRE ABOUT AND DISCUSS ANY ITEM REPORTED THEREIN. ALL SUCH INQUIRIES ARE SATISFACTORILY RESOLVED BY THE COMMITTEE AFTER WHICH TIME A FINAL COPY OF THE FORM 990 EXCLUDING SCHEDULE B IS MADE AVAILABLE TO THE TRUSTEES AND THEN FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL TRUSTEES AND STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. THESE STATEMENTS ARE REVIEWED AND MONITORED WITH REGARD TO ANY VOTE BY THE TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15A PRESIDENT/CEO SALARY REVIEW IS CONDUCTED BY THE COMPENSATION COMMITTEE/EXECUTIVE COMMITTEE OF THE TRUSTEES. PERFORMANCE REVIEW INCLUDES REVIEW OF GOALS FOR THE YEAR, EVALUATION OF PROGRESS TOWARD THOSE GOALS (NARRATIVE AND METRICS), MOST RECENT FINANCIALS, INTERVIEWS WITH SENIOR TEAM, COMPENSATION REVIEW AS WELL AS COMPARATIVE INFORMATION FROM THE COUNCIL ON FOUNDATIONS, ASSOCIATED GRANT MAKERS AND THE EMPLOYERS' ASSOCIATION OF NEW ENGLAND. EXECUTIVE COMMITTEE PRESENTS TO THE FULL TRUSTEES FOR DISCUSSION AND VOTE IN EXECUTIVE SESSION. THIS PROCESS WAS MOST RECENTLY COMPLETED IN MARCH 2019.
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 WEBSITE. ALL OTHER INFORMATION IS AVAILABLE UPON REQUEST.
FORM 990, PART VII COMPENSATION PAID TO BOD MEMBER BECKY PACKARD IS FOR OUTSIDE WORK.
FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT -230,969.
FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
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 (if applicable) 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) CFWM LLC
333 BRIDGE STREET
SPRINGFIELD,MA01103
VEHICLE TO HOLD REAL ESTATE DE     CFWMA
 










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 entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No 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
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
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, or (iv) rent from a controlled entity .....................
1a
 
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
 
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
 
h Purchase of assets from related organization(s) ............................
1h
 
 
i Exchange of assets with related organization(s) ............................
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
 
o Sharing of paid employees with related organization(s) ............................
1o
 
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
 
2
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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 V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


Software ID:  
Software Version: