TY 2023 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) AARON VEGA...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(2) ANNE PARADIS...................................................................... OUTGOING-TRUSTEE	1.00 .................	X
(3) BECKY WAI-LING PACKARD...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(4) CHARLES D'AMOUR...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(5) CHRISTINA ROYAL...................................................................... OUTGOING-TRUSTEE	1.00 .................	X
(6) DOUG A THEOBALD...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(7) GILLIAN HINKSON...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(8) GREGORY THOMAS...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(9) JOHN DAVIS...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(10) KARIN GEORGE...................................................................... VICE CHAIR	1.00 .................	X	X
(11) LINDA DUNLAVY...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(12) MAGDALENA GOMEZ...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(13) MARK KEROACK...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(14) MARY-BETH COOPER...................................................................... OUTGOING-TRUSTEE	1.00 .................	X
(15) MAURICIA GEISSLER...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(16) MICHELLE SCHUTT...................................................................... FOUNDATION TRUSTEE	1.00 .................	X
(17) NIKKI BURNETT...................................................................... FOUNDATION TRUSTEE	1.00 .................	X

- TIN:

SCHEDULE A
(Form 990)

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

2023

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.)

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

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

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

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

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

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

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

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

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

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

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2023

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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	30,322,706	24,025,871	38,420,759	12,036,254	24,600,252	129,405,842
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	30,322,706	24,025,871	38,420,759	12,036,254	24,600,252	129,405,842
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) ..						43,024,533
6	Public support. Subtract line 5 from line 4.						86,381,309

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	30,322,706	24,025,871	38,420,759	12,036,254	24,600,252	129,405,842
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	3,385,597	3,173,291	4,271,383	4,931,875	5,942,247	21,704,393
9	Net income from unrelated business activities, whether or not the business is regularly carried on..	62,706		127,514	8,896	6,641	205,757
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						151,315,992

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

1,440,075

First 5 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

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

57.090 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

59.300 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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

Schedule A (Form 990) 2023

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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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.)..

First 5 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

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

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

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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 (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

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

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

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) (2023)

Schedule B (Form 990) (2023)

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. 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

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS

Employer identification number

22-3089640

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

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

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

7,500

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

7,500

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
PART II-B, LINE 1:	PAYMENTS TO LOBBYING ORGANIZATION VAN SCOYAC.

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

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 .........	249	73
2	Aggregate value of contributions to (during year)	15,765,635	1,133,819
3	Aggregate value of grants from (during year)	8,292,803	410,331
4	Aggregate value at end of year ........	61,812,759	23,579,802

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

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

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

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.

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

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

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ......

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

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

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

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

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

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

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	61,632	0
d	Equipment ....	202,313	138,803	63,510
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				63,510

Schedule D (Form 990) 2022

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
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

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
LIABILITY UNDER UNITRUST/ANNUITY AGREEMENTS	1,062,812
AGENCY FUNDS	26,304,989







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	27,367,801
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) 2022

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	58,996,840
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	22,067,557
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	249,651
e	Add lines 2a through 2d .....................			2e	22,317,208
3	Subtract line 2e from line 1..................			3	36,679,632
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	336,802
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	336,802
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	37,016,434

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	19,766,023
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	19,766,023
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	336,802
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	336,802
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	20,102,825

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 ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF MARCH 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDED ON OR AFTER MARCH 31, 2021.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

CHANGE IN SPLIT INTEREST AGREEMENT 249,651.

Schedule D (Form 990) 2022

Additional Data

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- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

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	FOOD & NUTRITION AND HUMAN SERVICES	16,760
	SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,	0	0	PROGRAM SERVICES	GENERAL HEALTH	28,100
	CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	0	0	PROGRAM SERVICES	FOOD & NUTRITION, HUMAN SERVICES	12,300
	MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,	0	0	PROGRAM SERVICES	FOOD & NUTRITION	132,540
	RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,	0	0	PROGRAM SERVICES	HUMAN SERVICES	5,000
	SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	0	0	PROGRAM SERVICES	ENVIRONMENTAL	2,100











3a	Sub-total ....	0	0			196,800
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	0			196,800

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

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.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(g) Amount of noncash assistance
ASIA	SECOND YEAR COSTS FOR CURRENT SCHOLARSHIP RECIPIENT.	5,760	0
ISRAEL / PALESTINE	HUMAN SERVICES	20,000	0
HAITI	HOUSING	10,000	0
ISRAEL / PALESTINE	HUMAN SERVICES	12,140	0
ISRAEL / PALESTINE	HUMAN SERVICES	11,050	0
VIETNAM	HUMAN SERVICES	10,000	0
ISRAEL / PALESTINE	HUMAN SERVICES	42,600	0
AFRICA	FOR SOLARS COOKERS AT KAKUMA REFUGEE CAMP IN KENYA	20,000	0
PALESTINE	HUMAN SERVICES	7,000	0
PALESTINE	FOOD & NUTRITION (HEALTH)	6,500	0

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 .......	37
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 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) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

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.

Schedule F (Form 990) 2023

Additional Data

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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

2023

Open to Public
Inspection

Name of the organization
COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS

Employer identification number
22-3089640

Part I

General Information on Grants and Assistance

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

Yes No

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

Part II

Grants and Other Assistance to 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	(h) Purpose of grant or assistance
(1) 3RD EYE YOUTH EMPOWERMENT INC 33 ARCH STREET NEW BEDFORD,MA02740	04-3582197	501(C)(3)	50,000	ARTS & CULTURE
(2) ABILITIES DANCE INC 2 STRATHMORE ROAD UNIT 3 BROOKLINE,MA02445	82-4468746	501(C)(3)	200,000	ARTS & CULTURE
(3) ABORTION RIGHTS FUND OF WESTERN MASSACHUSETTS INC PO BOX 2162 AMHERST,MA010042162	22-2928632	501(C)(3)	6,100	CIVIL RIGHTS (HUMSVCS)
(4) ACADEMIC LEADERSHIP ASSOCIATION 175 CHALMERS STREET SRINGFIELD,MA01118	84-4124965	501(C)(3)	30,000	HUMAN SERVICES
(5) AGAWAM HISTORICAL ASSOCIATION INC PO BOX 552 AGAWAM,MA01001	90-0412220	501(C)(3)	16,800	ARTS & CULTURE
(6) ALIANZA DV SERVICES INC PO BOX 1099 HOLYOKE,MA01040	04-2716766	501(C)(3)	51,550	HUMAN SERVICES
(7) ALICE'S KIDS PO BOX 60 MOUNT VERNON,VA22121	45-2390871	501(C)(3)	10,000	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(8) ALL FARMERS INC PO BOX 3338 SPRINGFIELD,MA01101	83-1783247	501(C)(3)	33,000	FOOD & NUTRITION (HEALTH)
(9) ALL OUT ADVENTURES INC 297 PLEASANT STREET NORTHAMPTON,MA01060	04-3559633	501(C)(3)	10,700	DISABILITY (HUMSVCS)
(10) ALZHEIMER'S ASSOCIATION MASSACHUSETTSNEW HAMPSHIRE CHAPTER 309 WAVERLEY OAKS ROAD WALTHAM,MA02452	13-3039601	501(C)(3)	16,400	GENERAL HEALTH
(11) AMERICAN CANCER SOCIETY INC PO BOX 6704 HAGERSTOWN,MD21741	13-1788491	501(C)(3)	31,603	GENERAL HEALTH
(12) AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF MASSACHUSETTS ONE CENTER PLAZA SUITE 850 BOSTON,MA02108	23-7312949	501(C)(3)	6,888	CIVIL RIGHTS (HUMSVCS)
(13) AMERICAN INTERNATIONAL COLLEGE 1000 STATE STREET SPRINGFIELD,MA01109	04-2103701	501(C)(3)	22,700	COLLEGE/UNIV (EDUCATION)
(14) AMERICAN RED CROSS CENTRAL-WESTERN MASSACHUSETTS CHAPTER 2000 CENTURY DRIVE WORCESTER,MA01606	53-0196605	501(C)(3)	41,450	HUMAN SERVICES
(15) AMHERST CINEMA ARTS CENTER INC 28 AMITY STREET AMHERST,MA01002	04-3456950	501(C)(3)	29,400	ARTS & CULTURE
(16) AMHERST COMMUNITY CONNECTIONS PO BOX 141 AMHERST,MA01004	80-0478844	501(C)(3)	6,100	HUMAN SERVICES
(17) AMHERST COMMUNITY TELEVISION INC 101 UNIVERSITY DRIVE STE B4 AMHERST,MA01002	51-0204997	501(C)(3)	15,000	ARTS & CULTURE
(18) AMHERST SURVIVAL CENTER PO BOX 9629 NORTH AMHERST,MA01059	04-2698462	501(C)(3)	110,300	FOOD & NUTRITION (HEALTH)
(19) AMNESTY INTERNATIONAL USA INC 311 WEST 43RD STREET 7TH FLOOR NEW YORK,NY10036	52-0851555	501(C)(3)	6,250	HUMAN SERVICES
(20) ANGKOR DANCE TROUPE INC P O BOX 1553 LOWELL,MA01853	22-3066416	501(C)(3)	100,000	ARTS & CULTURE
(21) ANTENNA CLOUD FARM 25 GREEN HILL ROAD GILL,MA01354	93-3707323	501(C)(3)	30,000	ARTS & CULTURE
(22) ANTIOCH COLLEGE CORPORATION ONE MORGAN PLACE YELLOW SPRINGS,OH45387	26-1672457	501(C)(3)	25,000	COLLEGE/UNIV (EDUCATION)
(23) AQUINNAH CULTURAL CENTER INC 10 BLACK BROOK ROAD AQUINNAH,MA02535	04-3390765	501(C)(3)	75,000	ARTS & CULTURE
(24) ARTS EXTENSION INSTITUTE INC 131 COUNTY CIRCLE UMASS AMHERST AMHERST,MA01003	04-2592184	501(C)(3)	30,000	VC STRATEGIC GRANT
(25) ARTSPACE COMMUNITY ARTS CENTER 15 MILL STREET GREENFIELD,MA013013216	23-7353850	501(C)(3)	25,000	ARTS & CULTURE
(26) ASHFIELD COMMUNITY PRESCHOOL INC 103 BAPTIST CORNER ROAD ASHFIELD,MA01330	22-2580763	501(C)(3)	30,000	EDUCATION
(27) AVAILABLE POTENTIAL ENTERPRISES LIMITED 126 MAIN STREET NORTHAMPTON,MA01060	04-2685501	501(C)(3)	21,000	ARTS & CULTURE
(28) BAY PATH UNIVERSITY 588 LONGMEADOW STREET LONGMEADOW,MA01106	04-2103865	501(C)(3)	108,700	COLLEGE/UNIV (EDUCATION)
(29) BAYSTATE HEALTH FOUNDATION INC 280 CHESTNUT STREET SPRINGFIELD,MA01199	04-3549011	501(C)(3)	316,107	GENERAL HEALTH
(30) BELCHERTOWN COMMUNITY ALLIANCE INC 19 JACKSON STREET BELCHERTOWN,MA01007	84-2794504	501(C)(3)	20,000	ARTS & CULTURE
(31) BHUTAN FRIENDSHIP FOUNDATION 10544 WEST PICO BLVD LOS ANGELES,CA90064	95-4209489	501(C)(3)	5,760	EDUCATION
(32) BIG SISTER ASSOCIATION OF GREATER BOSTON INC 20 PARK PLAZA SUITE 1420 BOSTON,MA02116	04-2150651	501(C)(3)	30,000	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(33) BLUES TO GREEN INC PO BOX 51 SPRINGFIELD,MA01101	26-4764676	501(C)(3)	32,000	ARTS & CULTURE
(34) BOMBYX CENTER FOR ARTS & EQUITY 130 PINE STREET FLORENCE,MA01062	87-3501029	501(C)(3)	30,100	ARTS & CULTURE
(35) BOYS & GIRLS CLUB FAMILY CENTER INC 100 ACORN STREET SPRINGFIELD,MA01109	04-2105940	501(C)(3)	22,400	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(36) BOYS & GIRLS CLUB OF GREATER HOLYOKE INC 70 NICK COSMOS WAY HOLYOKE,MA01040	04-2103792	501(C)(3)	14,738	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(37) BOYS & GIRLS CLUB OF GREATER WESTFIELD 28 WEST SILVER STREET WESTFIELD,MA01086	04-2464259	501(C)(3)	32,650	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(38) BRICK HOUSE COMMUNITY RESOURCE CENTER INC 24 THIRD STREET TURNERS FALLS,MA01376	22-3337776	501(C)(3)	26,000	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(39) BRIGHTSIDE INC 114 WOODLAND ST HARTFORD,CT06105	04-2182395	501(C)(3)	7,455	GENERAL HEALTH
(40) BUREAU FOR EXCEPTIONAL CHILDREN INC 537 NORTHAMPTON STREET HOLYOKE,MA010411039	23-7228632	501(C)(3)	8,455	DISABILITY (HUMSVCS)
(41) CANCER CONNECTION INC 41 LOCUST STREET SUITE 1 NORTHAMPTON,MA01060	04-3493483	501(C)(3)	5,292	HUMAN SERVICES
(42) CARING HEALTH CENTER INC 1049 MAIN STREET SPRINGFIELD,MA011030000	04-2620040	501(C)(3)	9,000	HUMAN SERVICES
(43) CASTLE OF OUR SKINS INC 539 TREMONT STREET STUDIO 206 BOSTON,MA02116	83-4164245	501(C)(3)	133,333	ARTS & CULTURE
(44) CEDAR CREST COLLEGE 100 COLLEGE DRIVE ALLENTOWN,PA18104	23-1365953	501(C)(3)	10,000	COLLEGE/UNIV (EDUCATION)
(45) CENTER FOR ECONOMIC DEMOCRACY P O BOX 300229 JAMAICA PLAIN,MA02130	47-3589804	501(C)(3)	20,000	ECONOMIC DEVELOPMENT
(46) CHARLEMONT FEDERATED CHURCH 175 MAIN STREET CHARLEMONT,MA01339	04-2749787	501(C)(3)	10,000	FOOD & NUTRITION (HEALTH)
(47) CHILDRENS ADVOCACY CENTER OF FRANKLIN AND NORTH QUABBIN INC 56 WISDOM WAY GREENFIELD,MA01301	47-4386987	501(C)(3)	30,000	HUMAN SERVICES
(48) CHILDREN'S MUSEUM AT HOLYOKE INC 444 DWIGHT STREET HOLYOKE,MA01040	04-2836882	501(C)(3)	25,000	ARTS & CULTURE
(49) CHINESE ASSOCIATION OF WESTERN MASSACHUSETTS 1399D WESTFIELD STREET WEST SPRINGFIELD,MA01089	46-2719080	501(C)(3)	15,000	ARTS & CULTURE
(50) CITY OF HOLYOKE 536 DWIGHT STREET ROOM 17 HOLYOKE,MA01040		501(C)(3)	104,267	EDUCATION
(51) CITY OF NORTHAMPTON 212 MAIN STREET NORTHAMPTON,MA01060		501(C)(3)	32,100	HISTORICAL PRES. (ARTCULT)
(52) CITY OF SPRINGFIELD 36 COURT STREET SPRINGFIELD,MA01103		501(C)(3)	45,900	HISTORICAL PRES. (ARTCULT)
(53) CITYSPACE INC 50 PAYSON AVENUE EASTHAMPTON,MA01027	26-0177968	501(C)(3)	25,000	ARTS & CULTURE
(54) CLASSCRITS INC 725 HERTEL AVE UNIT 526 BUFFALO,NY142077021	82-1713227	501(C)(3)	11,238	EDUCATION
(55) CLINICAL & SUPPORT OPTIONS INC (CSO) 8 ATWOOD DRIVE NORTHAMPTON,MA01060	04-2206041	501(C)(3)	26,317	MENTAL HEALTH (HEALTH)
(56) COLLABORATIVE RESOLUTIONS GROUP INC PO BOX 931 GREENFIELD,MA01302	84-3280623	501(C)(3)	30,000	ECONOMIC DEVELOPMENT
(57) COLLEGE OF OUR LADY OF THE ELMS 291 SPRINGFIELD STREET CHICOPEE,MA010132839	04-2225850	501(C)(3)	132,700	COLLEGE/UNIV (EDUCATION)
(58) COMMON CAPITAL INC 1780 MAIN STREET SPRINGFIELD,MA01103	22-3051402	501(C)(3)	30,000	HUMAN SERVICES
(59) COMMON WEALTH MURAL COLLABORATIVE 59 GRANBY HEIGHTS GRANBY,MA01033	83-2022617	501(C)(3)	30,000	ARTS & CULTURE
(60) COMMUNITY ACTION PIONEER VALLEY 393 MAIN STREET GREENFIELD,MA01301	04-2384972	501(C)(3)	119,933	HUMAN SERVICES
(61) COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC ONE SUGARLOAF STREET SOUTH DEERFIELD,MA01373	04-3416862	501(C)(3)	82,800	ENVIRONMENTAL
(62) COMMUNITY LEGAL AID INC 405 MAIN STREET 4TH FLOOR WORCESTER,MA01608	04-2446242	501(C)(3)	22,390	CIVIL RIGHTS (HUMSVCS)
(63) COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC 127 STATE STREET SPRINGFIELD,MA011031944	22-2501478	501(C)(3)	115,400	ARTS & CULTURE
(64) CONGREGATION B'NAI ISRAEL 253 PROSPECT STREET NORTHAMPTON,MA01060	04-6052052	501(C)(3)	74,250	RELIGIOUS/CHURCH (HUMSVCS)
(65) CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF SPRINGFIELD 577 CAREW STREET SPRINGFIELD,MA01104	04-2218584	501(C)(3)	13,100	RELIGIOUS/CHURCH (HUMSVCS)
(66) CONGREGATIONAL CHURCH OF HOLLAND 11 STURBRIDGE ROAD HOLLAND,MA01521	04-3069643	501(C)(3)	9,300	RELIGIOUS/CHURCH (HUMSVCS)
(67) CONNECTICUT RIVER WATERSHED COUNCIL INC DBA CONNECTICUT RIVER CONSERVANCY 15 BANK ROW GREENFIELD,MA01301	04-2148397	501(C)(3)	13,750	ENVIRONMENTAL
(68) CONWAY COMMUNITY SWIMMING POOL INC 309 WHATELY ROAD CONWAY,MA01341	04-3488699	501(C)(3)	25,371	RECREATION (HEALTH)
(69) CONWAY HISTORICAL SOCIETY INC 50 MAIN STREET CONWAY,MA01341	04-1205110	501(C)(3)	6,000	ARTS & CULTURE
(70) CONWAY SCHOOL OF LANDSCAPE DESIGN INC 88 VILLAGE HILL ROAD NORTHAMPTON,MA01060	04-2596491	501(C)(3)	26,500	EDUCATION
(71) COOLEY DICKINSON HOSPITAL 30 LOCUST STREET NORTHAMPTON,MA01060	22-2617175	501(C)(3)	17,774	EDUCATION
(72) COOLEY DICKINSON HOSPITAL HEALTH CARE CORP 30 LOCUST STREET NORTHAMPTON,MA01061	04-2103561	501(C)(3)	54,967	GENERAL HEALTH
(73) CRAIG'S DOORS INC 434 NORTH PLEASANT STREET AMHERST,MA01002	45-2474862	501(C)(3)	25,500	HOUSING
(74) DAKIN PIONEER VALLEY HUMANE SOCIETY INC PO BOX 6307 SPRINGFIELD,MA01101	20-5318898	501(C)(3)	39,023	ANIMAL RELATED (HUMSVCS)
(75) DARRELL LEE JENKINS JR RESOURCE CENTER INC 390 DICKINSON STREET SPRINGFIELD,MA01108	84-3991581	501(C)(3)	10,000	CRIME PREVENTION (HUMSVCS)
(76) DAVENPORT CHILD CARE INC PO BOX 235 CHESTERFIELD,MA01012	04-3544834	501(C)(3)	30,000	HUMAN SERVICES
(77) DAVIS & ELKINS COLLEGE 100 CAMPUS DRIVE ELKINS,WV26241	55-0357021	501(C)(3)	10,000	EDUCATION
(78) DOCTORS WITHOUT BORDERS USA INC PO BOX 5030 HAGERSTOWN,MD217415030	13-3433452	501(C)(3)	30,292	GENERAL HEALTH
(79) DOUBLE EDGE THEATRE PRODUCTIONS INC 948 CONWAY ROAD ASHFIELD,MA01330	04-2972334	501(C)(3)	106,550	ARTS & CULTURE
(80) DRESS FOR SUCCESS OF WESTERN MASSACHUSETTS INC P O BOX 15376 SPRINGFIELD,MA01115	04-3497736	501(C)(3)	30,800	ECONOMIC DEVELOPMENT
(81) EAST LONGMEADOW SCHOLARSHIP FOUNDATION P O BOX 66 EAST LONGMEADOW,MA01028	04-2592638	501(C)(3)	34,833	EDUCATION
(82) EASTERN STATES EXPOSITION FOUNDATION INC 1305 MEMORIAL AVENUE WEST SPRINGFIELD,MA01089	04-3567679	501(C)(3)	20,500	ARTS & CULTURE
(83) EASTHAMPTON LEARNING FOUNDATION PO BOX 1100 EASTHAMPTON,MA01027	04-3324788	501(C)(3)	39,600	EDUCATION
(84) ECONOMIC DEVELOPMENT COUNCIL OF WESTERN MASSACHUSETTS INC 1441 MAIN STREET SPRINGFIELD,MA01103	04-3237124	501(C)(3)	20,000	ECONOMIC DEVELOPMENT
(85) ELEVATED THOUGHT INC 15 UNION STREET LAWRENCE,MA01841	27-3519031	501(C)(3)	270,167	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(86) EMPOWERMENT THROUGH THE ARTS 236 NORTH PLEASANT STREET SUITE 104 AMHERST,MA01002	85-1059888	501(C)(3)	15,500	ARTS & CULTURE
(87) EMPTY ARMS BEREAVEMENT SUPPORT INC 140 PINE STREET ROOM B2 FLORENCE,MA01060	45-2703619	501(C)(3)	33,000	HUMAN SERVICES
(88) ENCHANTED CIRCLE INC 4 OPEN SQUARE WAY STUDIO 206 HOLYOKE,MA01040	04-2685213	501(C)(3)	26,650	ARTS & CULTURE
(89) ENLACE DE FAMILIAS DE HOLYOKEHOLYOKE FAMILY NETWORK INC 299 MAIN STREET STREET LEVEL HOLYOKE,MA01040	04-3470427	501(C)(3)	65,613	CDBG
(90) ERIC CARLE MUSEUM OF PICTURE BOOK ART INC 125 WEST BAY ROAD AMHERST,MA01002	04-3542086	501(C)(3)	18,100	ARTS & CULTURE
(91) FAMILIES FIRST PARENTING PROGRAMS INC 50 HUNT STREET WATERTOWN,MA02472	04-3413397	501(C)(3)	30,000	HUMAN SERVICES
(92) FEEDING HILLS CONGREGATIONAL CHURCH 21 NORTH WESTFIELD STREET FEEDING HILLS,MA01030	04-2311639	501(C)(3)	14,803	RELIGIOUS/CHURCH (HUMSVCS)
(93) FIRST CHURCH OF CHRIST IN LONGMEADOW 763 LONGMEADOW STREET LONGMEADOW,MA01106	04-2104075	501(C)(3)	12,870	RELIGIOUS/CHURCH (HUMSVCS)
(94) FIRST CHURCHES OF NORTHAMPTON 129 MAIN STREET NORTHAMPTON,MA01060	04-6062700	501(C)(3)	5,700	RELIGIOUS/CHURCH (HUMSVCS)
(95) FIRST CONGREGATIONAL CHURCH OF SOUTH HADLEY ONE CHURCH STREET SOUTH HADLEY,MA01075	04-2115501	501(C)(3)	5,140	RELIGIOUS/CHURCH (HUMSVCS)
(96) FISHING FRIENDS INC 38 GRIFFIN STREET SPRINGFIELD,MA01104	88-1285262	501(C)(3)	6,500	HUMAN SERVICES
(97) FRACTURED ATLAS INC P O BOX 1435 EASTHAMPTON,MA01027	11-3451703	501(C)(3)	31,000	ARTS & CULTURE
(98) FRANK NEWHALL LOOK MEMORIAL PARK INC 300 NORTH MAIN STREET FLORENCE,MA01062	04-3580572	501(C)(3)	13,238	RECREATION (HEALTH)
(99) FRANKLIN COUNTY COMMUNITY 324 WELLS STREET GREENFIELD,MA01301	04-2678309	501(C)(3)	40,000	ECONOMIC DEVELOPMENT
(100) FRANKLIN COUNTY COMMUNITY MEALS PROGRAM INC PO BOX 172 GREENFIELD,MA01302	22-3027098	501(C)(3)	5,275	FOOD & NUTRITION (HEALTH)
(101) FRANKLIN COUNTY DIAL-SELF INC 196 FEDERAL STREET GREENFIELD,MA01301	04-2619617	501(C)(3)	129,593	HOUSING
(102) FRANKLIN LAND TRUST INC 5 MECHANIC STREET SHELBURNE FALLS,MA01370	22-2744488	501(C)(3)	44,275	ENVIRONMENTAL
(103) FRIENDS OF CHILDREN INC 241 KING STREET SUITE 227 NORTHAMPTON,MA01060	22-2952288	501(C)(3)	16,000	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(104) FRIENDS OF GRANDMOTHER'S GARDEN INC PO BOX 1432 WESTFIELD,MA010861432	04-3267287	501(C)(3)	17,200	ARTS & CULTURE
(105) FRIENDS OF HOSPICE HOUSE INC DBA HOSPICE OF THE FISHER HOME 1165 NORTH PLEASANT STREET AMHERST,MA01002	54-2136099	501(C)(3)	9,288	ELDERLY (HUMSVCS)
(106) FRIENDS OF LIBERTAS ACADEMY CHARTER SCHOOL INC 146 CHESTNUT STREET SPRINGFIELD,MA01103	81-3371302	501(C)(3)	10,000	PRIVATE SCHOOL (EDUCATION)
(107) FRIENDS OF RENAL DIALYSIS FOUNDATION 725 NORTH STREET PITTSFIELD,MA01201	04-3249127	501(C)(3)	6,850	GENERAL HEALTH
(108) FRIENDS OF THE MONTAGUE COMMON HALL PO BOX 223 MONTAGUE,MA01351	27-1892396	501(C)(3)	15,000	ARTS & CULTURE
(109) FRIENDS OF THE PELHAM FREE PUBLIC LIBRARY INC 2 SOUTH VALLEY ROAD PELHAM,MA01002	04-3077516	501(C)(3)	40,000	LIBRARY (EDU)
(110) FRIENDS OF THE WENDELL MEETINGHOUSE INC PO BOX 171 WENDELL,MA01379	10-0000853	501(C)(3)	15,000	ARTS & CULTURE
(111) FRIENDS OF WILBRAHAM SENIORS INC 40 POST OFFICE PARK UNIT 747 WILBRAHAM,MA01095	04-2864067	501(C)(3)	10,000	ELDERLY (HUMSVCS)
(112) FRONT PORCH ARTS COLLECTIVE OF BOSTON 560 HARRISON AVENUE BOSTON,MA02118	85-3300505	501(C)(3)	133,333	ARTS & CULTURE
(113) GIRLS INC OF THE VALLEY PO BOX 6812 HOLYOKE,MA010416812	04-2748244	501(C)(3)	102,689	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(114) GIRLS ON THE RUN OF WESTERN MA INC 16 CENTER STREET SUITE 318 NORTHAMPTON,MA01060	47-3612764	501(C)(3)	30,250	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(115) GIVE MUSIC INC 83 MAPLE STREET SPRINGFIELD,MA01105	04-3468467	501(C)(3)	30,000	EDUCATION
(116) GIVEDIRECTLY INC 33 IRVING PLACE NEW YORK,NY10003	27-1661997	501(C)(3)	12,688	HUMAN SERVICES
(117) GLENMEADOW INC 24 TABOR CROSSING LONGMEADOW,MA01106	04-2105937	501(C)(3)	13,000	ELDERLY (HUMSVCS)
(118) GRACE EPISCOPAL CHURCH 14 BOLTWOOD AVENUE AMHERST,MA01002		501(C)(3)	6,000	RELIGIOUS/CHURCH (HUMSVCS)
(119) GRANITE VALLEY SCHOOL MONSON PUBLIC SCHOOLS 21 THOMPSON STREET MONSON,MA01057		501(C)(3)	10,000	PUBLIC SCHOOL (EDUCATION)
(120) GRASSROOTS CULTURE 88 PORTER HILL ROAD CUMMINGTON,MA01026	30-0502780	501(C)(3)	10,000	ARTS & CULTURE
(121) GRAY HOUSE INC 22 SHELDON STREET SPRINGFIELD,MA01107	04-2783515	501(C)(3)	12,800	HUMAN SERVICES
(122) GREATER SPRINGFIELD SENIOR SERVICES INC 66 INDUSTRY AVENUE SPRINGFIELD,MA011043287	04-2510895	501(C)(3)	16,900	ELDERLY (HUMSVCS)
(123) GREATER WORCESTER COMMUNITY FOUNDATION INC ONE MERCANTILE STREET WORCESTER,MA01608	04-2572276	501(C)(3)	25,575	OTHER
(124) GREENFIELD COMMUNITY COLLEGE FOUNDATION INC ONE COLLEGE DRIVE GREENFIELD,MA01301	04-2449856	501(C)(3)	453,087	COLLEGE/UNIV (EDUCATION)
(125) GROW FOOD NORTHAMPTON INC 221 PINE STREET SUITE 349 FLORENCE,MA01062	01-0959428	501(C)(3)	29,050	FOOD & NUTRITION (HEALTH)
(126) HABITAT FOR HUMANITY INTERNATIONAL INC 322 W LAMAR STREET AMERICUS,GA31709	91-1914868	501(C)(3)	10,000	HOUSING
(127) HAMPDEN COUNTY BAR FOUNDATION INC 50 STATE STREET SPRINGFIELD,MA01103	81-5475976	501(C)(3)	24,500	OTHER
(128) HAPPIER VALLEY COMEDY INC 1 MILL VALLEY ROAD SUITE B HADLEY,MA01035	47-4942147	501(C)(3)	25,000	ARTS & CULTURE
(129) HEALING ACROSS THE DIVIDES INC PO BOX 217 HATFIELD,MA01038	20-1948432	501(C)(3)	12,140	HUMAN SERVICES
(130) HEALING RACISM INSTITUTE OF PIONEER VALLEY ONE MONARCH PLACE SPRINGFIELD,MA011441300	84-4944655	501(C)(3)	8,500	CIVIL RIGHTS (HUMSVCS)
(131) HEATH AGRICULTURAL SOCIETY INC 9 HOSMER ROAD HEATH,MA01346	04-2607187	501(C)(3)	15,200	ENVIRONMENTAL
(132) HILLTOWN VILLAGE INC DBA IT TAKES A VILLAGE 2 EAST MAIN STREET HUNTINGTON,MA01050	47-1394720	501(C)(3)	30,000	HUMAN SERVICES
(133) HILLTOWN YOUTH PERFORMING ARTS PROGRAM INC 18 JACOBS ROAD CHARLEMONT,MA01339	84-2220127	501(C)(3)	20,000	ARTS & CULTURE
(134) HISPANIC-AMERICAN LIBRARY INC 55 FRANK B MURRAY STREET SPRINGFIELD,MA01103	04-3252935	501(C)(3)	28,100	LIBRARY (EDU)
(135) HISTORIC NORTHAMPTON INC 46 BRIDGE STREET NORTHAMPTON,MA010602428	04-6079243	501(C)(3)	84,600	HISTORICAL PRES. (ARTCULT)
(136) HITCHCOCK CENTER FOR THE ENVIRONMENT 845 WEST STREET AMHERST,MA01002	04-2487748	501(C)(3)	7,600	ENVIRONMENTAL
(137) HOLYOKE COMMUNITY COLLEGE FOUNDATION INC 303 HOMESTEAD AVENUE HOLYOKE,MA01040	23-7181691	501(C)(3)	38,188	COLLEGE/UNIV (EDUCATION)
(138) HOLYOKE COMMUNITY MEDIA INC ONE COURT PLAZA HOLYOKE,MA01040	01-0628078	501(C)(3)	45,000	ARTS & CULTURE
(139) HOLYOKE YMCA INC 171 PINE STREET HOLYOKE,MA01040	04-2192693	501(C)(3)	30,000	HUMAN SERVICES
(140) HOME FOR THE AGED OF THE LITTLE SISTERS OF THE POOR INCORPORATED 1365 ENFIELD STREET ENFIELD,CT060824925	06-0882297	501(C)(3)	138,300	ELDERLY (HUMSVCS)
(141) HOMEGROWN NATIONAL PARK INC PO BOX 1106 SHARON,CT06069	86-1228991	501(C)(3)	10,000	ENVIRONMENTAL
(142) HUMAN SERVICE FORUM PO BOX 366 HOLYOKE,MA01041	45-2897765	501(C)(3)	50,000	OTHER
(143) HYDE SQUARE TASK FORCE INC 30 SUNNYSIDE STREET JAMAICA PLAIN,MA02130	04-3118543	501(C)(3)	166,667	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(144) INTERFAITH COUNCIL OF FRANKLIN COUNTY INC 425 MAIN STREET GREENFIELD,MA01301	04-3071439	501(C)(3)	17,600	RELIGIOUS/CHURCH (HUMSVCS)
(145) INTERNATIONAL LANGUAGE INSTITUTE OF MA INC 25 NEW SOUTH STREET NORTHAMPTON,MA01060	22-2553803	501(C)(3)	62,300	ARTS & CULTURE
(146) INTERNATIONAL RESCUE COMMITTEE INC 122 EAST 42ND STREET NEW YORK,NY101681289	13-5660870	501(C)(3)	15,700	HUMAN SERVICES
(147) JEAN APPOLON EXPRESSIONS INC 33 HUBBARD STREET MALDEN,MA02148	46-1897622	501(C)(3)	166,667	ARTS & CULTURE
(148) JEWISH FEDERATION OF WESTERN MASSACHUSETTS INC 1160 DICKINSON STREET SPRINGFIELD,MA01108	04-2127023	501(C)(3)	13,300	RELIGIOUS/CHURCH (HUMSVCS)
(149) JOHN HAY ESTATE AT THE FELLS 456 ROUTE 103A NEWBURY,NH03255	04-3345078	501(C)(3)	10,450	HISTORICAL PRES. (ARTCULT)
(150) JONES LIBRARY INC 43 AMITY STREET AMHERST,MA01002	04-2104358	501(C)(3)	11,200	LIBRARY (EDU)
(151) JUST ROOTS INC 34 GLENBROOK DRIVE APT 1B GREENFIELD,MA01301	37-1637062	501(C)(3)	28,300	CDBG
(152) KARUNA CENTER FOR PEACEBUILDING INC PO BOX 727 GREENFIELD,MA01302	04-3437359	501(C)(3)	11,550	ECONOMIC DEVELOPMENT
(153) KESTREL LAND TRUST PO BOX 1016 AMHERST,MA01004	04-6243236	501(C)(3)	407,890	ENVIRONMENTAL
(154) KINGSWOOD OXFORD SCHOOL INC 170 KINGSWOOD ROAD WEST HARTFORD,CT061191430	06-0646688	501(C)(3)	6,600	EDUCATION
(155) KRIPALU CENTER FOR YOGA & HEALTH PO BOX 309 STOCKBRIDGE,MA01262	23-1718197	501(C)(3)	25,000	RECREATION (HEALTH)
(156) LAKE SUNAPEE PROTECTIVE ASSOCIATION 63 MAIN STREET SUNAPEE,NH03782	02-6011969	501(C)(3)	15,000	ENVIRONMENTAL
(157) LAUNCHSPACE 131 WEST MAIN STREET SUITE 342 ORANGE,MA01364	81-4826723	501(C)(3)	20,000	EDUCATION
(158) LIFEPATH INC 101 MUNSON STREET SUITE 201 GREENFIELD,MA01301	04-2542539	501(C)(3)	17,704	ELDERLY (HUMSVCS)
(159) LIGHTHOUSE HOLYOKE 208 RACE STREET HOLYOKE,MA01040	47-2357416	501(C)(3)	36,600	PRIVATE SCHOOL (EDUCATION)
(160) LILLY LIBRARY ASSOCIATION 19 MEADOW STREET FLORENCE,MA01062	04-2116611	501(C)(3)	8,455	LIBRARY (EDU)
(161) LOCAL ACCESS 38 FOREST AVENUE GREENFIELD,MA01301	94-3135091	501(C)(3)	24,000	ARTS & CULTURE
(162) LONGMEADOW EDUCATIONAL EXCELLENCE FOUNDATION INC PO BOX 60782 LONGMEADOW,MA011160782	04-3582887	501(C)(3)	95,100	EDUCATION
(163) MADISON QUAKERS INC PO BOX 1461 MADISON,WI537011461	39-2004266	501(C)(3)	10,000	HUMAN SERVICES
(164) MAKE-A-WISH FOUNDATION 133 FEDERAL STREET 2ND FLOOR BOSTON,MA02110	22-2867371	501(C)(3)	12,800	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(165) MAKE-IT-SPRINGFIELD 286 BRIDGE STREET SPRINGFIELD,MA01103	82-4633337	501(C)(3)	21,000	ARTS & CULTURE
(166) MARTIN LUTHER KING JR FAMILY SERVICES INC 106 WILBRAHAM ROAD SPRINGFIELD,MA01109	04-2647035	501(C)(3)	32,000	HUMAN SERVICES
(167) MARY LYON FOUNDATION PO BOX 184 SHELBURNE FALLS,MA01370	22-3112593	501(C)(3)	27,725	EDUCATION
(168) MASSACHUSETTS AUDUBON SOCIETY INC 208 SOUTH GREAT ROAD LINCOLN,MA01773	04-2104702	501(C)(3)	60,653	ENVIRONMENTAL
(169) MASSACHUSETTS FARM RESILIENCY FUND UNITED WAY OF CENTRAL MASSACHUSETTS 18 CHESTNUT STREET WORCESTER,MA01608	04-2104017	501(C)(3)	35,500	FOOD & NUTRITION (HEALTH)
(170) MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC 1040 MASS MOCA WAY NORTH ADAMS,MA012479920	04-3113688	501(C)(3)	103,000	VC PROJECT EVOLUTION 2023
(171) MASSHIRE HAMPDEN COUNTY WORKFORCE BOARD 1441 MAIN STREET SPRINGFIELD,MA01103	22-2489896	501(C)(3)	19,600	EDUCATION
(172) MERCY FOR ANIMALS 8033 SUNSET BLVD SUITE 864 LOS ANGELES,CA90046	54-2076145	501(C)(3)	35,000	ANIMAL RELATED (HUMSVCS)
(173) MICHAEL E SMITH ENDOWMENT FOR EXCELLENCE IN EDUCATION INC 13 APPLE ROAD SOUTH HADLEY,MA01075	04-3558819	501(C)(3)	20,000	EDUCATION
(174) MONTAGUE CATHOLIC SOCIAL MINISTRIES INC 41-43 THIRD STREET TURNERS FALLS,MA01376	04-3274078	501(C)(3)	6,700	CDBG
(175) MOUNT GRACE LAND CONSERVATION TRUST INC 1461 OLD KEENE ROAD ATHOL,MA01331	04-2938967	501(C)(3)	29,700	ENVIRONMENTAL
(176) MOUNT TOBY FRIENDS MEETING 194 LONG PLAIN ROAD LEVERETT,MA01054	51-0192520	501(C)(3)	7,000	HISTORICAL PRES. (ARTCULT)
(177) MOUNTAIN RIVER TAIKO INC 7 CUSHMAN ROAD 2 LEVERETT,MA01054	88-3641011	501(C)(3)	10,000	ARTS & CULTURE
(178) MOVEMENT VOTER FUND 37 BRIDGE STREET BOX 749 NORTHAMPTON,MA01060	86-3534872	501(C)(3)	50,200	EDUCATION
(179) NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE (NCCJ) 100 RIVERVIEW CENTER SUITE 292 MIDDLETOWN,CT06457	14-1937658	501(C)(3)	34,000	HUMAN SERVICES
(180) NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH STREET NEW YORK,NY10011	13-2654926	501(C)(3)	6,500	ENVIRONMENTAL
(181) NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND INC PO BOX 30839 WORCESTER,MA01603	04-3507716	501(C)(3)	30,500	HUMAN SERVICES
(182) NEW ENGLAND PUBLIC MEDIA INC 44 HAMPDEN STREET SPRINGFIELD,MA011031413	04-6130523	501(C)(3)	354,155	ARTS & CULTURE
(183) NEW ISRAEL FUND PO BOX 70358 PHILADELPHIA,PA191760358	94-2607722	501(C)(3)	14,200	NON CLASSIFIABLE
(184) NEW NORTH CITIZENS' COUNCIL 43 FERRIS STREET INDIAN ORCHARD,MA01151	23-7371934	501(C)(3)	32,000	HUMAN SERVICES
(185) NORTHAMPTON COMMUNITY MUSIC CENTER INC 139 SOUTH STREET NORTHAMPTON,MA01060	04-3428393	501(C)(3)	27,700	ARTS & CULTURE
(186) NORTHAMPTON EDUCATION FOUNDATION INC PO BOX 44 NORTHAMPTON,MA01061	04-3157289	501(C)(3)	6,525	EDUCATION
(187) NORTHAMPTON PARENTS CENTER INC 297 MAIN STREET LOWER LEVEL NORTHAMPTON,MA01060	04-2993539	501(C)(3)	30,000	HUMAN SERVICES
(188) NORTHAMPTON SURVIVAL CENTER INC 265 PROSPECT STREET NORTHAMPTON,MA01060	04-2774166	501(C)(3)	41,500	FOOD & NUTRITION (HEALTH)
(189) NORTHEAST ORGANIC FARMING ASSOCIATION MASSACHUSETTS CHAPTER 411 SHELDON ROAD BARRE,MA01005	22-2987723	501(C)(3)	30,000	FOOD & NUTRITION (HEALTH)
(190) NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON,MA02115	04-1679980	501(C)(3)	25,100	COLLEGE/UNIV (EDUCATION)
(191) NOTRE DAME LOYALTY & ENDOWMENT FUND INC 1 NOTRE DAME WAY WEST HAVEN,CT06516	22-2566751	501(C)(3)	15,000	PRIVATE SCHOOL (EDUCATION)
(192) OPEN COLLECTIVE FOUNDATION 1010 E 200 S SALT LAKE CITY,UT84102	81-4004928	501(C)(3)	10,000	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(193) PA'LANTE TRANSFORMATIVE JUSTICE INC 220 LINDEN STREET HOLYOKE,MA01040	92-2240723	501(C)(3)	30,000	HUMAN SERVICES
(194) PALMER PUBLIC LIBRARY ASSOCIATION 1455 NORTH MAIN STREET PALMER,MA01069	27-1884169	501(C)(3)	16,800	LIBRARY (EDU)
(195) PAN-MASSACHUSETTS CHALLENGE 77 4TH AVENUE NEEDHAM,MA02494	04-2746912	501(C)(3)	6,000	GENERAL HEALTH
(196) PARENT VILLAGES 32 HAMPDEN STREET 3RD FLOOR SPRINGFIELD,MA01103	83-3840814	501(C)(3)	31,000	HUMAN SERVICES
(197) PARTNERS FOR COMMUNITY INC 32 HAMPDEN STREET 4TH FLOOR SPRINGFIELD,MA01103	04-3397486	501(C)(3)	30,000	HUMAN SERVICES
(198) PARTNERS IN HEALTH A NONPROFIT CORPORATION 800 BOYLSTON STREET BOSTON,MA02199	04-3567502	501(C)(3)	13,492	GENERAL HEALTH
(199) PATHFINDER INTERNATIONAL 9 GALEN STREET SUITE 217 WATERTOWN,MA02472	53-0235320	501(C)(3)	20,000	ECONOMIC DEVELOPMENT
(200) PATHLIGHT INC 220 BROOKDALE DRIVE SPRINGFIELD,MA01104	04-2210685	501(C)(3)	39,500	DISABILITY (HUMSVCS)
(201) PEACE DEVELOPMENT FUND PO BOX 1280 AMHERST,MA01004	04-2738794	501(C)(3)	5,500	HUMAN SERVICES
(202) PEOPLE'S MEDICINE PROJECT - A PROGRAM OF WMTC INC 68 FEDERAL STREET GREENFIELD,MA01301	23-7450656	501(C)(3)	60,000	GENERAL HEALTH
(203) PERUGIA PRESS INC PO BOX 60364 FLORENCE,MA01062	86-1159639	501(C)(3)	14,200	ARTS & CULTURE
(204) PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET BOSTON,MA02110	04-2457605	501(C)(3)	25,000	OTHER
(205) PIONEER VALLEY HABITAT FOR HUMANITY INC 140 PINE STREET ROOM 4 FLORENCE,MA01062	04-3049506	501(C)(3)	35,050	HOUSING
(206) PIONEER VALLEY JAZZ SHARES INC 340 BRIDGE STREET NORTHAMPTON,MA01060	82-3760957	501(C)(3)	21,000	ARTS & CULTURE
(207) PIONEER VALLEY SYMPHONY INC 239-R MAIN STREET GREENFIELD,MA01301	04-6111759	501(C)(3)	25,650	ARTS & CULTURE
(208) PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC THE HARTSBROOK SCHOOL 193 BAY ROAD HADLEY,MA01035	04-2734173	501(C)(3)	53,000	PRIVATE SCHOOL (EDUCATION)
(209) PIONEER VALLEY WORKERS CENTER INC 20 HAMPTON AVENUE SUITE 200 NORTHAMPTON,MA01060	82-4732798	501(C)(3)	26,250	HUMAN SERVICES
(210) PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAMS STREET NEW YORK,NY10038	13-1644147	501(C)(3)	14,100	GENERAL HEALTH
(211) POCUMTUCK VALLEY MEMORIAL ASSOCIATION 224 AVERY BROOK ROAD SHELBURNE FALLS,MA01370	04-2147607	501(C)(3)	13,500	ARTS & CULTURE
(212) POPE FRANCIS PREPARATORY SCHOOL 99 WENDOVER ROAD SPRINGFIELD,MA01118	81-3825696	501(C)(3)	47,700	PRIVATE SCHOOL (EDUCATION)
(213) PROJECT HEAL PO BOX 160185 BROOKLYN,NY11216	26-2614278	501(C)(3)	24,666	MENTAL HEALTH (HEALTH)
(214) PROVIDENCE MINISTRIES FOR THE NEEDY INC 51 HAMILTON STREET HOLYOKE,MA01040	04-2898893	501(C)(3)	19,050	HUMAN SERVICES
(215) RESILIENT COMMUNITY ARTS 116 PLEASANT STREET SUITE 238 EASTHAMPTON,MA01027	87-1114747	501(C)(3)	27,500	ARTS & CULTURE
(216) RESIST P O BOX 301240 BOSTON,MA02130	04-2433182	501(C)(3)	12,000	HUMAN SERVICES
(217) REVITALIZE COMMUNITY DEVELOPMENT CORPORATION 1145 MAIN STREET SUITE 107 SPRINGFIELD,MA01103	04-3172737	501(C)(3)	10,100	ECONOMIC DEVELOPMENT
(218) RICK'S PLACE INC 85 POST OFFICE PARK SUITE 8521 WILBRAHAM,MA01095	26-2817386	501(C)(3)	11,450	MENTAL HEALTH (HEALTH)
(219) RIGHT TO THE CITY ALLIANCE INC 143 MAIN STREET ROOM 103 SPRINGFIELD,MA01103	94-3462187	501(C)(3)	31,000	HOUSING
(220) RIVER EAST SCHOOL-TO-CAREER INC 1455 NORTH MAIN STREET PALMER,MA01069	44-5105514	501(C)(3)	30,000	EDUCATION
(221) RIVERA & RIVERA ACT AGAINST FORECLOSURE INC 924 MAIN STREET SPRINGFIELD,MA01103	45-2459884	501(C)(3)	16,800	CDBG
(222) RIVERSIDE INDUSTRIES INC ONE COTTAGE STREET EASTHAMPTON,MA01027	04-2438444	501(C)(3)	34,000	DISABILITY (HUMSVCS)
(223) ROCA INC 101 PARK STREET CHELSEA,MA02150	22-3223641	501(C)(3)	34,500	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(224) ROMAN CATHOLIC BISHOP OF SPRINGFIELD A CORPORATION SOLE 65 ELLIOT STREET SPRINGFIELD,MA011011730	04-2106751	501(C)(3)	5,600	RELIGIOUS/CHURCH (HUMSVCS)
(225) ROMAN CATHOLIC DIOCESE OF SPRINGFIELD 76 ELLIOT STREET SPRINGFIELD,MA01105	04-3437398	501(C)(3)	69,200	RELIGIOUS/CHURCH (HUMSVCS)
(226) SAFE PASSAGE INC 76 CARLON DRIVE NORTHAMPTON,MA01060	04-2690131	501(C)(3)	13,850	HUMAN SERVICES
(227) SAINT FRANCIS FOUNDATION TRINITY HEALTH OF NEW ENGLAND 95 WOODLAND STREET 2ND FLOOR HARTFORD,CT06105	06-1450168	501(C)(3)	1,031,260	GENERAL HEALTH
(228) SAINT PETER & SAINT PAUL RUSSIAN ORTHODOX CHURCH 118 CAREW STREET SPRINGFIELD,MA01101	04-6000817	501(C)(3)	9,000	RELIGIOUS/CHURCH (HUMSVCS)
(229) SECOND CONGREGATIONAL CHURCH OF GREENFIELD PO BOX 396 GREENFIELD,MA01302		501(C)(3)	5,500	RELIGIOUS/CHURCH (HUMSVCS)
(230) SELF-EVIDENT EDUCATION INC 156 OVERLOOK DRIVE FLORENCE,MA01062	86-2243014	501(C)(3)	33,000	EDUCATION
(231) SERVICENET INC 21 OLANDER DRIVE NORTHAMPTON,MA01060	04-2526194	501(C)(3)	9,350	HUMAN SERVICES
(232) SHEA THEATER ARTS CENTER INC 71 AVENUE A TURNERS FALLS,MA01376	81-1096876	501(C)(3)	20,500	ARTS & CULTURE
(233) SHEPPARD PRATT HEALTH SYSTEM INC PO BOX 6815 BALTIMORE,MD21285	52-0591684	501(C)(3)	5,500	GENERAL HEALTH
(234) SILVERTHORNE THEATER COMPANY INC 14 HIGHLAND AVENUE GREENFIELD,MA01301	36-4786849	501(C)(3)	10,000	ARTS & CULTURE
(235) SINAI TEMPLE 1100 DICKINSON STREET SPRINGFIELD,MA01108	04-2108320	501(C)(3)	22,100	RELIGIOUS/CHURCH (HUMSVCS)
(236) SMITH COLLEGE 10 ELM STREET NORTHAMPTON,MA01063	04-1843040	501(C)(3)	8,082	EDUCATION
(237) SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP INC 649 STATE STREET SPRINGFIELD,MA01109	84-3630405	501(C)(3)	27,600	EDUCATION
(238) SOLAR COOKERS INTERNATIONAL 2400 22ND ST SACRAMENTO,CA95818	68-0153141	501(C)(3)	50,000	ENVIRONMENTAL
(239) SOUTH HADLEY HISTORICAL SOCIETY INC 28 WOODBRIDGE STREET SOUTH HADLEY,MA01075	52-2084289	501(C)(3)	32,800	ARTS & CULTURE
(240) SOUTHEAST ASIAN COALITION OF CENTRAL MASS INC 484 MAIN STREET WORCESTER,MA01608	04-3393955	501(C)(3)	166,667	HUMAN SERVICES
(241) SOUTHWESTERN VERMONT MEDICAL CENTER INC 100 HOSPITAL DR BENNINGTON,VT052015004	22-2563241	501(C)(3)	15,000	GENERAL HEALTH
(242) SPRINGFIELD BOYS & GIRLS CLUB 481 CAREW STREET SPRINGFIELD,MA01104	04-1858620	501(C)(3)	9,900	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(243) SPRINGFIELD COLLEGE 263 ALDEN STREET SPRINGFIELD,MA01109	04-2104329	501(C)(3)	57,790	COLLEGE/UNIV (EDUCATION)
(244) SPRINGFIELD CULTURAL PARTNERSHIP INC 127 STATE STREET SPRINGFIELD,MA01103	81-2515358	501(C)(3)	25,000	ARTS & CULTURE
(245) SPRINGFIELD DAY NURSERY CORPORATION 1095 MAIN STREET FLOOR 2 SPRINGFIELD,MA01103	04-2103855	501(C)(3)	23,740	EDUCATION
(246) SPRINGFIELD JEWISH COMMUNITY CENTER INC 1160 DICKINSON STREET SPRINGFIELD,MA01108	04-2103802	501(C)(3)	12,040	RELIGIOUS/CHURCH (HUMSVCS)
(247) SPRINGFIELD MUSEUMS 21 EDWARDS STREET SPRINGFIELD,MA01103	04-6002239	501(C)(3)	27,120	ARTS & CULTURE
(248) SPRINGFIELD OPERATIONS ECS INC 100 HICKORY STREET SPRINGFIELD,MA01109	82-3148338	501(C)(3)	27,000	HUMAN SERVICES
(249) SPRINGFIELD PRESERVATION TRUST INC 74 WALNUT STREET SPRINGFIELD,MA01105	23-7309820	501(C)(3)	7,200	ENVIORMENTAL
(250) SPRINGFIELD PUERTO RICAN PARADE PO BOX 1273 SPRINGFIELD,MA01101	85-3019456	501(C)(3)	10,000	ARTS & CULTURE
(251) SPRINGFIELD RESCUE MISSION INC PO BOX 9045 SPRINGFIELD,MA011029045	52-1047790	501(C)(3)	34,960	RELIGIOUS/CHURCH (HUMSVCS)
(252) SPRINGFIELD SCHOOL VOLUNTEERS INC 1550 MAIN STREET SPRINGFIELD,MA01103	04-2643527	501(C)(3)	30,600	EDUCATION
(253) SPRINGFIELD SYMPHONY ORCHESTRA 1441 MAIN STREET SUITE 121 SPRINGFIELD,MA01103	04-2210746	501(C)(3)	41,158	ARTS & CULTURE
(254) SPRINGFIELD TECHNICAL COMMUNITY COLLEGE FOUNDATION INC ONE ARMORY SQUARE SPRINGFIELD,MA01105	22-2612044	501(C)(3)	39,650	COLLEGE/UNIV (EDUCATION)
(255) ST ELIZABETH ANN SETON PARISH 87 BEACON STREET FLORENCE,MA01062		501(C)(3)	7,455	RELIGIOUS/CHURCH (HUMSVCS)
(256) ST JEANNE JUGAN PARISH 23 SIMON ROAD ENFIELD,CT06082	06-0813628	501(C)(3)	142,100	RELIGIOUS/CHURCH (HUMSVCS)
(257) ST JOHN'S LUTHERAN CHURCH 60 BROAD STREET WESTFIELD,MA01085	04-2381428	501(C)(3)	22,850	RELIGIOUS/CHURCH (HUMSVCS)
(258) ST MARY'S PARISH LONGMEADOW 519 LONGMEADOW STREET LONGMEADOW,MA01106	04-2156920	501(C)(3)	7,100	RELIGIOUS/CHURCH (HUMSVCS)
(259) ST PATRICK'S CATHOLIC CHURCH 30 MAIN STREET SOUTH HADLEY,MA01075		501(C)(3)	10,000	RELIGIOUS/CHURCH (HUMSVCS)
(260) ST PAUL LUTHERAN CHURCH 181 ELM STREET EAST LONGMEADOW,MA01028	04-2388464	501(C)(3)	37,450	RELIGIOUS/CHURCH (HUMSVCS)
(261) ST STANISLAUS BASILICA 40 CYMAN DRIVE CHICOPEE,MA01013	04-2111408	501(C)(3)	20,000	RELIGIOUS/CHURCH (HUMSVCS)
(262) ST STANISLAUS SCHOOL 534 FRONT STREET CHICOPEE,MA01013	45-2463232	501(C)(3)	14,400	EDUCATION
(263) STANLEY PARK OF WESTFIELD INC 400 WESTERN AVENUE WESTFIELD,MA01085	04-2131404	501(C)(3)	15,003	ARTS & CULTURE
(264) STRAW DOG WRITERS GUILD 43 FAIRVIEW AVENUE NORTHAMPTON,MA01060	45-3362297	501(C)(3)	18,000	ARTS & CULTURE
(265) TAPESTRY HEALTH SYSTEMS INC 1985 MAIN STREET SPRINGFIELD,MA01103	23-7303142	501(C)(3)	12,550	GENERAL HEALTH
(266) TEACH WESTERN MASS 1000 STATE STREET SPRINGFIELD,MA01109	81-3839008	501(C)(3)	20,000	EDUCATION
(267) TECH FOUNDRY 1391 MAIN STREET 9TH FLOOR SPRINGFIELD,MA01103	46-4389001	501(C)(3)	31,250	ECONOMIC DEVELOPMENT
(268) THE CARE CENTER 247 CABOT STREET HOLYOKE,MA01040	04-2962882	501(C)(3)	74,950	HUMAN SERVICES
(269) THE FOOD BANK OF WESTERN MASSACHUSETTS INC 25 CAREW STREET CHICOPEE,MA01020	04-2751023	501(C)(3)	199,750	FOOD & NUTRITION (HEALTH)
(270) THE GUTHRIE CENTER 4 VAN DEUSENVILLE RD GREAT BARRINGTON,MA01230	04-3137289	501(C)(3)	26,500	ARTS & CULTURE
(271) THE LITERACY LAB 1400 16TH STREET NW SUITE 410 WASHINGTON,DC20036	27-1777117	501(C)(3)	30,000	HUMAN SERVICES
(272) THE LITERACY PROJECT INC 278 MAIN STREET GREENFIELD,MA01301	04-2907399	501(C)(3)	40,775	EDUCATION
(273) THE LOOP LAB INC 872 MASSACHUSETTS AVENUE CAMBRIDGE,MA02139	82-3829806	501(C)(3)	166,667	EMPLOYMENT (ECONDEV)
(274) THE PARLOR ROOM 32 MASONIC STREET NORTHAMPTON,MA01060	93-2237940	501(C)(3)	28,800	ARTS & CULTURE
(275) THE SALVATION ARMY 25 SHAWMUT ROAD CANTON,MA02021	13-5562351	501(C)(3)	11,150	HUMAN SERVICES
(276) THE SHRINERS HOSPITAL FOR CHILDREN - SPRINGFIELD 516 CAREW STREET SPRINGFIELD,MA01104	04-2121377	501(C)(3)	53,452	GENERAL HEALTH
(277) THE WOMEN'S EDUCATIONAL CENTER AKA CAMBRIDGE WOMEN'S CENTER 46 PLEASANT STREET CAMBRIDGE,MA02139	23-7131753	501(C)(3)	20,000	ARTS & CULTURE
(278) THEATREZONE INC DBA APOLLINAIRE THEATRE 189 WINNISIMMET STREET CHELSEA,MA02150	04-3341328	501(C)(3)	75,000	ARTS & CULTURE
(279) TIDES FOUNDATION PO BOX 889389 LOS ANGELES,CA900889389	51-0198509	501(C)(3)	16,000	HUMAN SERVICES
(280) TILTON FUND INC 75 NORTH MAIN STREET SOUTH DEERFIELD,MA01373	04-6075146	501(C)(3)	31,100	LIBRARY (EDU)
(281) TINY SEED PROJECT INC 30 ATHERTON STREET BOSTON,MA02119	84-2097757	501(C)(3)	50,000	ARTS & CULTURE
(282) TOWN OF AGAWAM 36 MAIN STREET AGAWAM,MA01001	04-6001065	501(C)(3)	48,403	LIBRARY (EDU)
(283) TOWN OF WEST SPRINGFIELD 26 CENTRAL STREET WEST SPRINGFIELD,MA01089	04-2238917	501(C)(3)	101,000	LIBRARY (EDU)
(284) TRANSGENDER LAW CENTER PO BOX 70976 OAKLAND,CA946120976	05-0544006	501(C)(3)	20,000	CIVIL RIGHTS (HUMSVCS)
(285) TRANSLATE GENDER INC 25 MAIN STREET SUITE 220 NORTHAMPTON,MA01060	87-2079264	501(C)(3)	30,000	HUMAN SERVICES
(286) TRINITY ACADEMY 120 SIGOURNEY STREET HARTFORD,CT06105	27-2901529	501(C)(3)	6,000	PRIVATE SCHOOL (EDUCATION)
(287) TRUSTEES OF MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY,MA01075	04-2103578	501(C)(3)	9,488	COLLEGE/UNIV (EDUCATION)
(288) TRUSTEES OF SMITH ACADEMY 277 WEST STREET NORTH HATFIELD,MA01066	04-2785440	501(C)(3)	14,000	PRIVATE SCHOOL (EDUCATION)
(289) TSNE 89 SOUTH STREET BOSTON,MA021112679	04-2261109	501(C)(3)	11,550	ECONOMIC DEVELOPMENT
(290) UNITARIAN SOCIETY OF NORTHAMPTON AND FLORENCE 220 MAIN STREET NORTHAMPTON,MA01060	04-2160539	501(C)(3)	12,000	HUMAN SERVICES
(291) UNITARIAN UNIVERSALIST ROWE CAMP & CONFERENCE CENTER 22 KINGS HIGHWAY ROAD ROWE,MA01367	04-2162408	501(C)(3)	20,000	RELIGIOUS/CHURCH (HUMSVCS)
(292) UNITED WAY OF PIONEER VALLEY INC 1441 MAIN STREET SPRINGFIELD,MA01103	04-2152680	501(C)(3)	54,396	CDBG
(293) UNITED WAY OF THE FRANKLIN HAMPSHIRE REGION PO BOX 123 NORTHAMPTON,MA01061	04-2104792	501(C)(3)	30,400	HUMAN SERVICES
(294) UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC 134 HICKS WAY MEMORIAL HALL AMHERST,MA01003	54-2084125	501(C)(3)	27,167	COLLEGE/UNIV (EDUCATION)
(295) UNRWA USA NATIONAL COMMITTEE PO BOX 18697 WASHINGTON,DC20036	20-2714426	501(C)(3)	7,000	HUMAN SERVICES
(296) URBAN LEAGUE OF SPRINGFIELD INC 1 FEDERAL STREET BUILDING 111-3 SPRINGFIELD,MA01105	04-2133248	501(C)(3)	33,700	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(297) VALLEY VENTURE MENTORING SERVICE INC 276 BRIDGE STREET SPRINGFIELD,MA01103	04-3268603	501(C)(3)	30,000	EDUCATION
(298) WAY FINDERS 1780 MAIN STREET SPRINGFIELD,MA01103	04-2518368	501(C)(3)	9,250	HOUSING
(299) WELLSPRING COOPERATIVE CORPORATION P O BOX 51116 SPRINGFIELD,MA01151	46-5509253	501(C)(3)	33,000	ECONOMIC DEVELOPMENT
(300) WEST COUNTY ARTS & CULTURE 42 CONWAY STREET SHELBURNE FALLS,MA01370	81-2478874	501(C)(3)	10,000	ARTS & CULTURE
(301) WEST SPRINGFIELD HIGH SCHOOL 425 PIPER ROAD WEST SPRINGFIELD,MA01089		501(C)(3)	8,460	EDUCATION
(302) WESTERN MASSACHUSETTS COUNCIL BOY SCOUTS OF AMERICA 1 ARCH ROAD WESTFIELD,MA01085	04-2104279	501(C)(3)	114,955	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(303) WESTERN NEW ENGLAND UNIVERSITY 1215 WILBRAHAM ROAD SPRINGFIELD,MA01119	04-2108376	501(C)(3)	57,320	COLLEGE/UNIV (EDUCATION)
(304) WESTFIELD ATHENAEUM 6 ELM STREET WESTFIELD,MA01085	04-6004372	501(C)(3)	15,700	LIBRARY (EDU)
(305) WGBH EDUCATIONAL FOUNDATION SPRINGFIELD 44 HAMPDEN STREET SPRINGFIELD,MA01103	04-2104397	501(C)(3)	12,960	ARTS & CULTURE
(306) WILBRAHAM & MONSON ACADEMY 423 MAIN STREET WILBRAHAM,MA010951715	04-2105838	501(C)(3)	7,500	PRIVATE SCHOOL (EDUCATION)
(307) WILBRAHAM FRIENDS OF THE LIBRARY INC 25 CRANE PARK DRIVE WILBRAHAM,MA01095	04-2620151	501(C)(3)	12,700	LIBRARY (EDU)
(308) WOMEN'S FUND OF WESTERN MASSACHUSETTS 333 BRIDGE STREET SPRINGFIELD,MA01103	04-3342411	501(C)(3)	38,270	HUMAN SERVICES
(309) WORKSHOP 13 INC 13 CHURCH STREET WARE,MA01082	47-1200425	501(C)(3)	15,000	ARTS & CULTURE
(310) WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVENUE NW WASHINGTON,DC20001	27-3521132	501(C)(3)	12,000	FOOD & NUTRITION (HEALTH)
(311) YMCA CAMP OF MAINE 305 WINTHROP CENTER RD WINTHROP,ME04364	01-0186800	501(C)(3)	15,000	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(312) YMCA OF GREATER SPRINGFIELD PO BOX 15329 SPRINGFIELD,MA01115	04-1859893	501(C)(3)	39,270	CHILDREN & YOUTH DEVELOPMENT (HUMSVCS)
(313) YOUNG AT HEART CHORUS INCORPORATED 30 NORTH MAPLE STREET FLORENCE,MA01062	04-2862189	501(C)(3)	28,500	ARTS & CULTURE
(314) YWCA OF WESTERN MASSACHUSETTS ONE CLOUGH STREET SPRINGFIELD,MA011182213	04-2103858	501(C)(3)	33,200	HUMAN SERVICES

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

345

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) 2023

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

COMMUNITY FOUNDATION OF WESTERN
MASSACHUSETTS

Employer identification number

22-3089640

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

If any of the boxes 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 .....

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? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

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

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

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

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

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:

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

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

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

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:

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

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

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

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 ............

Yes

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 ..........................

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

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

Cat. No. 50053T

Schedule J (Form 990) 2023

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MEGAN BURKE PRESIDENT & CEO	(i) (ii)	187,104 ------------- 0	5,000 ------------- 0	0 ------------- 0	0 ------------- 0	11,575 ------------- 0	203,679 ------------- 0	0 ------------- 0
2SHANNON GUREK VP FINANCE & OPERATIONS	(i) (ii)	169,191 ------------- 0	24,500 ------------- 0	0 ------------- 0	2,999 ------------- 0	2,122 ------------- 0	198,812 ------------- 0	0 ------------- 0
3JOANNA BALLANTINE VP PHILANTHROPIC SERVICES	(i) (ii)	155,481 ------------- 0	18,340 ------------- 0	0 ------------- 0	8,723 ------------- 0	259 ------------- 0	182,803 ------------- 0	0 ------------- 0
4BRIANA WALES-THAXTON VP PEOPLE AND CULTURE	(i) (ii)	121,746 ------------- 0	21,140 ------------- 0	0 ------------- 0	13,463 ------------- 0	22,291 ------------- 0	178,640 ------------- 0	0 ------------- 0
5DENISE HURST VP OF COMMUNITY IMPACT	(i) (ii)	129,365 ------------- 0	11,140 ------------- 0	0 ------------- 0	13,317 ------------- 0	23,055 ------------- 0	176,877 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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 BONUSES DURING CALENDAR YEAR 2023 WHICH WERE REPORTED ON THEIR W2'S.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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	57	13,470,586	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

30a

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

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

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

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

32a

If "Yes," describe in Part II.

If the organization 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) (2023)

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) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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 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 AND SETTING IS CONDUCTED ANNUALLY BY THE COMPENSATION/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 AND TRUSTEE EVALUATIONS. THE COMPENSATION REVIEW AND SALARY SETTING IS DETERMINED THROUGH A REVIEW OF COMPARATIVE INFORMATION FROM THE FORM 990 OF OTHER SIMILAR ORGANIZATIONS WITH COMPARABLE POSITIONS AND A REVIEW OF A CEO SALARY RANGE ESTABLISHED FOR CFWM BY AN OUTSIDE CONSULTANT. THE EXECUTIVE COMMITTEE PRESENTS ITS COMPENSATION DETERMINATION TO THE FULL TRUSTEES IN EXECUTIVE SESSION.
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 XI, LINE 9:	CHANGE IN SPLIT INTEREST AGREEMENT 249,651.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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	0	0	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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No

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

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

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

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

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?
(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	Yes	No

Schedule R (Form 990) 2023

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

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 .....................

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

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

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

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

f Dividends from related organization(s) ............................

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

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

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

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

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

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

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

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

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

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

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

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

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

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

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2023

Page 4

Part VI

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

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

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

Schedule R (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	12,036,254	24,600,252
9	Program service revenue (Part VIII, line 2g) .........	297,557	400,612
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,477,064	12,015,570
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)	15,810,875	37,016,434
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	16,922,714	15,060,428
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)	2,827,228	3,059,654
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,123,198
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,783,200	1,982,743
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	21,533,142	20,102,825
19	Revenue less expenses. Subtract line 18 from line 12.......	-5,722,267	16,913,609
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	239,194,168	282,374,225
21	Total liabilities (Part X, line 26).............	23,725,012	27,674,252
22	Net assets or fund balances. Subtract line 21 from line 20.....	215,469,156	254,699,973

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 15,565,622 including grants of $ 13,548,562 ) (Revenue $ 400,612 )
	COMPETITIVE GRANT PROGRAM AND DESIGNATED GRANTS ADMINISTERED TO BENEFIT RESIDENTS OF THE THREE COUNTIES SERVED. APPROXIMATELY 445 PROJECTS FUNDED THROUGH THIS PROCESS. THROUGH DONOR ADVISED GRANTS, APPROXIMATELY 1,741 GRANTS WERE MADE TO PUBLIC CHARITIES.

4b	(Code: ) (Expenses $ 1,511,866 including grants of $ 1,511,866 ) (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 expenses17,077,488

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) PAUL MURPHY........................................................................ CHAIR	5.00 .......................	X	X			0	0	0
(19) PAYTON SHUBRICK........................................................................ FOUNDATION TRUSTEE	1.00 .......................	X				0	0	0
(20) TARA BREWSTER........................................................................ FOUNDATION TRUSTEE	1.00 .......................	X				0	0	0
(21) MEGAN BURKE........................................................................ PRESIDENT & CEO	40.00 .......................		X			192,104	0	11,575
(22) SHANNON GUREK........................................................................ VP FINANCE & OPERATIONS	40.00 .......................		X			193,691	0	5,121
(23) JOANNA BALLANTINE........................................................................ VP PHILANTHROPIC SERVICES	40.00 .......................			X		173,821	0	8,982
(24) BRIANA WALES-THAXTON........................................................................ VP PEOPLE AND CULTURE	40.00 .......................				X	142,886	0	35,754
(25) DENISE HURST........................................................................ VP OF COMMUNITY IMPACT	40.00 .......................				X	140,505	0	36,372

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	843,007	0	97,804

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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	38
6	Total number of volunteers (estimate if necessary) .............	6	150
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	6,641
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

(A) Name and business address	(B) Description of services	(C) Compensation





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 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	911,006

f	All other contributions, gifts, grants, and similar amounts not included above		1f	23,689,246

g	Noncash contributions included in lines 1a - 1f:$		1g	13,470,586

h Total. Add lines 1a-1f.......		24,600,252

		Business Code
2a	ADMINISTRATION REVENUE	561000	400,612	400,612
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		400,612

3 Investment income (including dividends, interest, and othersimilar amounts) ......			5,948,888		6,641	5,942,247
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	35,807,260
b	Less: cost or other basis and sales expenses	7b	29,740,578
c	Gain or (loss)	7c	6,066,682
d	Net gain or (loss).........			6,066,682			6,066,682
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..
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..
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..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			37,016,434	400,612	6,641	12,008,929

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	15,060,428	15,060,428
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. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	639,688	234,663	212,929	192,096
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........	1,839,119	674,663	612,179	552,277
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	132,739	48,694	44,184	39,861
9	Other employee benefits .......	284,335	104,306	94,646	85,383
10	Payroll taxes ...........	163,773	60,079	54,514	49,180
11	Fees for services (non-employees):
a	Management ......	34,439		34,439
b	Legal .........	41,060	41,060
c	Accounting ...........	33,915		33,915
d	Lobbying ...........	7,500	7,500
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	336,802		336,802
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	279,290	111,136	166,829	1,325
12	Advertising and promotion ....	87,774	9,952	66,603	11,219
13	Office expenses .......	175,488	46,504	81,953	47,031
14	Information technology ......	137,136	44,647	51,119	41,370
15	Royalties ..
16	Occupancy ...........	181,466	58,997	62,436	60,033
17	Travel ............	13,431	4,655	3,396	5,380
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	104,514	20,276	46,195	38,043
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
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	BAD DEBT	549,928	549,928
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	20,102,825	17,077,488	1,902,139	1,123,198
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			5,600,852	1	5,902,343
2	Savings and temporary cash investments .........			5,503,572	2	5,253,630
3	Pledges and grants receivable, net ......			2,500,000	3	2,500,000
4	Accounts receivable, net .............			387,158	4	150
5	Loans and other receivables from 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 ...........			3,126,068	7	2,979,749
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			76,888	9	172,924
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	263,945
b	Less: accumulated depreciation	10b	200,435	87,681	10c	63,510
11	Investments—publicly traded securities .			219,862,249	11	263,912,069
12	Investments—other securities. See Part IV, line 11 .....			2,049,700	12	1,589,850
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)...			239,194,168	16	282,374,225

17	Accounts payable and accrued expenses .....	236,122	17	266,639
18	Grants payable ...	87,900	18	23,100
19	Deferred revenue .........	500	19	16,712
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	23,400,490	25	27,367,801
26	Total liabilities. Add lines 17 through 25..	23,725,012	26	27,674,252

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	63,647,054	27	78,661,607
28	Net assets with donor restrictions ...........	151,822,102	28	176,038,366
	Organizations that do not follow FASB ASC 958, check here 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 ...........	215,469,156	32	254,699,973
33	Total liabilities and net assets/fund balances ........	239,194,168	33	282,374,225

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No