Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
EASTHAMPTON SAVINGS BANK
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address) 36 MAIN STREET
  Room/suite
City or town
EASTHAMPTON
State or province
MA
Country  
ZIP or foreign postal code
01027
A Employer identification number

04-3371592
B Telephone number (see instructions)

4135274111
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,256,232J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 52 52  
4 Dividends and interest from securities... 68,148 68,148  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 185,984
b Gross sales price for all assets on line 6a 428,583
7 Capital gain net income (from Part IV, line 2)... 185,984
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,500 0  
12 Total. Add lines 1 through 11........ 261,684 254,184  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,150 0   4,150
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,487 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53 0   53
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,690 0   4,203
25 Contributions, gifts, grants paid....... 522,092 522,092
26 Total expenses and disbursements. Add lines 24 and 25 ................ 531,782 0   526,295
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -270,098
b Net investment income (if negative, enter -0-) 254,184
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 49,268 29,894 29,894
2 Savings and temporary cash investments......... 23,794 15,669 15,669
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,449,918 Click to see attachment
List of Attached Documents:
// Content
2,210,669 		2,210,669
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,522,980 2,256,232 2,256,232
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,522,980 2,256,232
29 Total net assets or fund balances (see instructions)..... 2,522,980 2,256,232
30 Total liabilities and net assets/fund balances (see instructions). 2,522,980 2,256,232
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,522,980
2
Enter amount from Part I, line 27a .....................
2
-270,098
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,350
4
Add lines 1, 2, and 3 ..........................
4
2,256,232
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,256,232
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a WISDOMTREE TR US QTLY DIV GRT P 2016-06-22 2025-02-12
b WISDOMTREE TR US QTLY DIV GRT P 2016-06-22 2025-02-19
c INVESCO S&P 500 LOW VOLATILITY P 2014-12-05 2025-04-04
d INVESCO VARIABLE RATE PREFERRED EFT P 2017-05-10 2025-07-15
e WISDOMTREE TR US QTLY DIV GRT P 2016-06-22 2025-10-14
WISDOMTREE TR US QTLY DIV GRT P 2016-06-22 2025-11-17
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 49,787   18,877 30,910
b 84,157   31,462 52,695
c 109,778   56,757 53,021
d 97,469   104,041 -6,572
e 43,489   15,731 27,758
43,903   15,731 28,172
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       30,910
b       52,695
c       53,021
d       -6,572
e       27,758
      28,172
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 185,984
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,533
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,533
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,533
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,700
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,700
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 833
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofREED WHITMAN Telephone no. (413) 779-2296

Located at36 MAIN STREETEASTHAMPTONMA ZIP+401027
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANTHONY VILLANI DIRECTOR
1.00 		0 0 0
36 MAIN STREET
EASTHAMPTON,MA01027
DENA HALL PRESIDENT/DIRECTOR
2.00 		0 0 0
36 MAIN STREET
EASTHAMPTON,MA01027
GILBERT F EHMKE TREASURER/DIRECTOR (ENDED 02/2025)
2.00 		0 0 0
36 MAIN STREET
EASTHAMPTON,MA01027
LORI INGRAHAM ASSISTANT TREASURER
1.00 		0 0 0
36 MAIN STREET
EASTHAMPTON,MA01027
MARK KLEPACKI CLERK/DIRECTOR (ENDED 10/2025)
1.00 		0 0 0
36 MAIN STREET
EASTHAMPTON,MA01027
MATTHEW SOSIK DIRECTOR
1.00 		0 0 0
36 MAIN STREET
EASTHAMPTON,MA01027
RICHARD ABBOTT DIRECTOR
1.00 		0 0 0
36 MAIN STREET
EASTHAMPTON,MA01027
REED WHITMAN TREASURER/DIRECTOR (AS OF 02/2025)
1.00 		0 0 0
36 MAIN STREET
EASTHAMPTON,MA01027
N ANDREW ROBB DIRECTOR (AS OF 11/2025)
1.00 		0 0 0
36 MAIN STREET
EASTHAMPTON,MA01027
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 NONE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,300,072
b
Average of monthly cash balances.......................
1b
75,525
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,375,597
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,375,597
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,634
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,339,963
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
116,998
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
116,998
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,533
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,533
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
113,465
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
113,465
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
113,465
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
526,295
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
526,295
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 113,465
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 84,628
b From 2021...... 16,406
c From 2022...... 140,650
d From 2023...... 271,084
e From 2024...... 229,898
f Total of lines 3a through e ........ 742,666
4Qualifying distributions for 2025 from Part
XI, line 4: $ 526,295
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 113,465
e Remaining amount distributed out of corpus 412,830
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,155,496
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		84,628
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,070,868
10 Analysis of line 9:
a Excess from 2021 .... 16,406
b Excess from 2022 .... 140,650
c Excess from 2023 .... 271,084
d Excess from 2024 .... 229,898
e Excess from 2025 .... 412,830
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
REED WHITMAN
36 MAIN STREET
EASTHAMPTON,MA01027
(617) 947-2901
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS AVAILABLE AT ABOVE ADDRESS
cAny submission deadlines:
SEE APPLICATION FOR VARIOUS DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NOT APPLICABLE
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AGAWAM COMMUNITY ARTISTS AND ARTISANS

14 SOUTH VIEW DRIVE
SOUTHWICK,MA01030 		NOT RELATED   EXEMPT PURPOSE 250

AMELIA PARK CHILDREN'S MUSEUM

PO BOX 931
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 250

AMERICAN CANCER SOCIETY INC

PO BOX 280285
HARTFORD,CT06128 		NOT RELATED   EXEMPT PURPOSE 3,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

PO BOX 2150
WESTFIELD,MA01086 		NOT RELATED   EXEMPT PURPOSE 3,500

AMHERST BASEBALL INC

PO BOX 3501
AMHERST,MA01002 		NOT RELATED   EXEMPT PURPOSE 400

AMHERST EDUCATION FOUNDATION

PO BOX 1363
AMHERST,MA01004 		NOT RELATED   EXEMPT PURPOSE 1,350

AMHERST YOUTH SOCCER ASSOCIATION

185 MIDDLE STREET
AMHERST,MA01002 		NOT RELATED   EXEMPT PURPOSE 500

BAY PATH UNIVERSITY

1277 MAIN STREET
SPRINGFIELD,MA01103 		NOT RELATED   EXEMPT PURPOSE 1,500

BAYSTATE HEALTH FOUNDATION INC

280 CHESTNUT STREET
SPRINGFIELD,MA01199 		NOT RELATED   EXEMPT PURPOSE 2,000

BELCHERTOWN COMMUNITY BAND

PO BOX 484
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 500

BELCHERTOWN FIREFIGHTER'S ASSOCIATION

PO BOX 1043
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 750

BELCHERTOWN GRANBY EAGLES YOUTH FOOTBALL ORG

PO BOX 1199
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 1,000

BELCHERTOWN LITTLE LEAGUE

PO BOX 307
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 600

BELCHERTOWN SENIOR CENTER

60 STATE STREET
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 5,000

BEST BUDDIES CHALLENGE

100 SECOND STREET
MIAMI,FL33131 		NOT RELATED   EXEMPT PURPOSE 500

BETHANY ASSEMBLY OF GOD

PO BOX 422
AGAWAM,MA01001 		NOT RELATED   EXEMPT PURPOSE 250

BIG BROTHERS BIG SISTERS OF HAMPDEN COUNTY

266 COLD SPRINGS AVE
WEST SPRINGFIELD,MA01089 		NOT RELATED   EXEMPT PURPOSE 4,000

BOYS & GIRLS CLUB FAMILY CENTER

100 ACORN STREET
SPRINGFIELD,MA01109 		NOT RELATED   EXEMPT PURPOSE 1,000

BOYS & GIRLS CLUB OF GREATER HOLYOKE

70 NICK COSMOS WAY
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 1,500

BOYS & GIRLS CLUB OF GREATER WESTFIELD

PO BOX 128
WESTFIELD,MA01086 		NOT RELATED   EXEMPT PURPOSE 12,590

BTOWN TWIRLERS INC

46 BRANDYWINE DRIVE
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 250

BUREAU FOR EXCEPTIONAL CHILDREN INC

PO BOX 1039
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 250

CAMP HARBOR VIEW

79 NEWBURY STREET
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSE 500

CANCER CONNECTION INC

41 LOCUST STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 2,500

CHD'S BIG BROTHERS BIG SISTERS OF HAMPSHIRE COUNTY

PO BOX 2310
AMHERST,MA01004 		NOT RELATED   EXEMPT PURPOSE 500

CHILDREN'S ADVOCACY CENTER OF HAMPSHIRE COUNTY

593 ELM STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 1,000

CHRISTINA'S HOUSE

38 MADISON AVE
SPRINGFIELD,MA01105 		NOT RELATED   EXEMPT PURPOSE 500

CITYSPACE INC

50 PAYSON AVENUE
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 2,500

CLAPP MEMORIAL LIBRARY

PO BOX 627
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 500

COMMUNITY ACTION PIONEER VALLEY

393 MAIN STREET
GREENFIELD,MA01301 		NOT RELATED   EXEMPT PURPOSE 500

COMMUNITY CHRISTIAN SCHOOL

PO BOX 227
GRANVILLE,MA01034 		NOT RELATED   EXEMPT PURPOSE 1,000

COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE

ONE SUGARLOAF STREET
SOUTH DEERFIELD,MA01373 		NOT RELATED   EXEMPT PURPOSE 5,000

COMMUNITY MUSIC SCHOOL OF SPRINGFIELD

127 STATE STREET
SPRINGFIELD,MA01103 		NOT RELATED   EXEMPT PURPOSE 500

COOLEY DICKINSON HOSPITAL INC

30 LOCUST STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 60,000

DAKIN PIONEER VALLEY HUMANE SOCIETY

171 UNION STREET
SPRINGFIELD,MA01107 		NOT RELATED   EXEMPT PURPOSE 500

DANA FARBER CANCER INSTITUTE

16 MICA LANE
WELLESLEY,MA02481 		NOT RELATED   EXEMPT PURPOSE 7,500

DOUGLAS THOM INFANT CHILD SERVICES

209 ROOT ROAD
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 250

DRESS FOR SUCCESS WESTERN MA

500 EASTHAMPTON ROAD
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 500

EAST LONGMEADOW BASEBALL ASSOCIATION

39 STURBRIDGE LANE EAST
LONGMEADOW,MA01028 		NOT RELATED   EXEMPT PURPOSE 1,000

EAST LONGMEADOW EDUCATIONAL ENDOWMENT FUND INC

PO BOX 1011
EAST LONGMEADOW,MA01028 		NOT RELATED   EXEMPT PURPOSE 3,250

EASTHAMPTON COMMUNITY CENTER FOOD PANTRY

12 CLARK STREET
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 3,000

EASTHAMPTON FARMERS MARKET

149 EASTHAMPTON ROAD
WESTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 500

EASTHAMPTON HIGH SCHOOL ATHLETIC FOUNDATION & HALL OF FAME

PO BOX 1586
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 1,500

EASTHAMPTON LEARNING FOUNDATION

PO BOX 1100
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 500

EASTHAMPTON LITTLE LEAGUE

PO BOX 1
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 700

EASTHAMPTON THEATER COMPANY

PO BOX 885
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 100

EASTHAMPTON YOUTH SOCCER ASSOCIATION

PO BOX 1174
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 350

EMPTY ARMS BEREAVEMENT SUPPORT

140 PINE STREET
FLORENCE,MA01062 		NOT RELATED   EXEMPT PURPOSE 750

ENLACE DE FAMILIAS

299 MAIN STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 500

ERIC CARLE MUSEUM OF PICTUREBOOK ART

125 W BAY ROAD
AMHERST,MA01002 		NOT RELATED   EXEMPT PURPOSE 1,000

FOLLOW MY STEPS FOUNDATION

33 HASKIN STREET
SPRINGFIELD,MA01109 		NOT RELATED   EXEMPT PURPOSE 1,000

FOOD BANK OF WESTERN MASSACHUSESTTS

25 CAREW STREET
CHICOPEE,MA01020 		NOT RELATED   EXEMPT PURPOSE 10,000

FRANCIS OUIMET SCHOLARSHIP FUND

24 MONUMENT SQUARE
LEOMINSTER,MA01453 		NOT RELATED   EXEMPT PURPOSE 500

FRANK NEWHALL LOOK MEMORIAL PARK

300 N MAIN STREET
FLORENCE,MA01062 		NOT RELATED   EXEMPT PURPOSE 5,000

FRIENDS OF BUTTERY BROOK PARK

PO BOX 868
SOUTH HADLEY,MA01075 		NOT RELATED   EXEMPT PURPOSE 1,000

FRIENDS OF EASTHAMPTON DOG PARK

359 MAIN STREET
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 1,000

FRIENDS OF FORBES LIBRARY

252 PROSPECT STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 500

FRIENDS OF GRANDMOTHER'S GARDEN

PO BOX 1432
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 500

FRIENDS OF HADLEY PRESCHOOL

21 RIVER STREET
HADLEY,MA01035 		NOT RELATED   EXEMPT PURPOSE 500

FRIENDS OF NORTHAMPTON SENIOR CENTER

781 SHOEMAKER LANE
FEEDING HILLS,MA01030 		NOT RELATED   EXEMPT PURPOSE 500

FRIENDS OF SOUTHAMPTON COUNCIL ON AGING

PO BOX 534
SOUTHAMPTON,MA01073 		NOT RELATED   EXEMPT PURPOSE 1,000

FRIENDS OF THE COLUMBIA GREENWAY RAIL TRAIL

PO BOX 595
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 500

FRIENDS OF THE JONES LIBRARY

43 AMITY STREET
AMHERST,MA01002 		NOT RELATED   EXEMPT PURPOSE 2,500

FRIENDS OF THE WESTHAMPTON PUBLIC LIBRARY

1 NORTH ROAD
WESTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 1,000

GAYLORD MEMORIAL LIBRARY ASSOCIATION

47 COLLEGE STREET
SOUTH HADLEY,MA01075 		NOT RELATED   EXEMPT PURPOSE 250

GIRLS INC OF THE VALLEY

PO BOX 6812
HOLYOKE,MA01041 		NOT RELATED   EXEMPT PURPOSE 5,000

GIRLS ON THE RUN WESTERN MA

18 CENTER ST SUITE 318
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 1,000

GREATER HOLYOKE YMCA

171 PINE STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 2,500

GREATER NORTHAMPTON ST PATRICKS COMMITTEE

36 KING STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 1,000

GREATER SPRINGFIELD HABITAT FOR HUMANITY

268 COLD SPRING AVENUE
WEST SPRINGFIELD,MA01089 		NOT RELATED   EXEMPT PURPOSE 5,000

GREATER WESTFIELD EMERGENCY FOOD PANTRY

101 MEADOW STREET
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 2,000

GROW FOOD NORTHAMPTON

221 PINE ST SUITE 349
FLORENCE,MA01062 		NOT RELATED   EXEMPT PURPOSE 500

HAMPDEN COUNTY CAREER CENTER

208 RACE STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 1,000

HAMPSHIRE COMMUNITY UNITED WAY

71 KING STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 2,000

HAMPSHIRE COUNTY DEPUTY SHERIFFS ASSOCIATION

PO BOX 1118
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 250

HAMPSHIRE REGIONAL HIGH SCHOOL

19 STAGE ROAD
WESTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 200

HAMPSHIRE REGIONAL YMCA

286 PROSPECT STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 35,500

HAROLD GRINSPOON CHARITABLE FOUNDATION

67 HUNT STREET
AGAWAM,MA02072 		NOT RELATED   EXEMPT PURPOSE 1,000

HATFIELD ELEMENTARY SCHOOL PTA

33 MAIN STREET
HATFIELD,MA01038 		NOT RELATED   EXEMPT PURPOSE 500

HELPING OVERWHELMED PROVIDERS ENDURE

172NOTTINGHAM DRIVE
EAST LONGMEADOW,MA01028 		NOT RELATED   EXEMPT PURPOSE 500

HILLTOWN VILLAGE INC DBA IT TAKES A VILLAGE

2 EAST MAIN STREET
HUNTINGTON,MA01050 		NOT RELATED   EXEMPT PURPOSE 5,000

HISTORIC NORTHAMPTON INC

46 BRIDGE STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 500

HITCHCOCK CENTER FOR THE ENVIRONEMENT

846 WEST STREET
AMHERST,MA01003 		NOT RELATED   EXEMPT PURPOSE 1,250

HOLYOKE ART

62 MAIN STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 1,000

HOLYOKE MEDICAL CENTER

PO BOX 1310
HOLYOKE,MA01041 		NOT RELATED   EXEMPT PURPOSE 5,500

HOLYOKE PUBLIC LIBRARY

250 CHESTNUT STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 500

HOLYOKE YOUTH FOOTBALL

193 HIGH STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 250

HOLYOKE YOUTH SOCCER LEAGUE

PO BOX 6789
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 500

HOMEWORK HOUSE HOLYOKE INC

114 RACE STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 500

HONEST BEGINNINGS INC

54 PINE STREET
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 500

HONOR AND REMEMBER

18 SILVERWOOD TERRACE
SOUTH HADLEY,MA01075 		NOT RELATED   EXEMPT PURPOSE 2,000

HUNTINGTON'S DISEASE SOCIETY OF AMERICA

1375 ELM STREET
WEST SPRINGFIELD,MA01089 		NOT RELATED   EXEMPT PURPOSE 250

IMMACULATE HEART OF MARY PARISH

256 STATE STREET
GRANBY,MA01033 		NOT RELATED   EXEMPT PURPOSE 250

JERICHO - BUREAU FOR EXCEPTIONAL CHILDREN INC

PO BOX 1039
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 1,250

JEWISH FEDERATION OF WESTERN MASSACHUSESTTS

1160 DICKINSON STREET
SPRINGFIELD,MA01108 		NOT RELATED   EXEMPT PURPOSE 500

JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS

1500 MAIN STREET
SPRINGFIELD,MA01115 		NOT RELATED   EXEMPT PURPOSE 3,200

JUNIOR LEAGUE OF SPRINGFIELD MASS

PO BOX 2634
SPRINGFIELD,MA01101 		NOT RELATED   EXEMPT PURPOSE 1,000

KEVS FOUNDATION

39 PHEASANT DRIVE
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 1,000

KIWANIS CLUB OF SPRINGFIELD MA FOUNDATION

PO BOX 2875
SPRINGFIELD,MA01101 		NOT RELATED   EXEMPT PURPOSE 500

LAKE WYOLA ASSOCIATION

6 SHORE DRIVE
SHUTESBURY,MA01072 		NOT RELATED   EXEMPT PURPOSE 150

LATHROP COMMUNITY INC

100 BASSETT BROOK DRIVE
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 2,500

LEEDS ELEMENTARY SCHOOL PTO

20 FLORENCE STREET
LEEDS,MA01053 		NOT RELATED   EXEMPT PURPOSE 250

LINK TO LIBRARIES

2 WILBRAHAM ROAD
HAMPDEN,MA01036 		NOT RELATED   EXEMPT PURPOSE 2,500

LOOMIS COMMUNITIES

246 NORTH MAIN STREET
SOUTH HADLEY,MA01075 		NOT RELATED   EXEMPT PURPOSE 250

LORRAINE'S SOUP KITCHEN & PANTRY

170 PENDEXTER AVENUE
CHICOPEE,MA01013 		NOT RELATED   EXEMPT PURPOSE 3,000

LUKE STRONGER

PO BOX 534
SOUTH HADLEY,MA01075 		NOT RELATED   EXEMPT PURPOSE 2,500

MAKE A WISH FOUNDATION OF MA & RI

181 PARK AVE
WEST SPRINGFIELD,MA01089 		NOT RELATED   EXEMPT PURPOSE 2,500

MAKE A WISH MASSACHUSETTS AND RHODE ISLAND

181 PARK AVE SUITE 12
WEST SPRINGFIELD,MA01089 		NOT RELATED   EXEMPT PURPOSE 2,500

MANHAN CHARITABLE FOUNDATION

32 PAYSON AVE
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 500

MANNY RODRIGUEZ SCHOLARSHIP FUND

116 PLEASANT ST
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 500

MARINE CORPS LEAGUE

71 NORTH ELM STREET
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 1,500

MASSACHUSESTTS AUDUBON

127 COMBS ROAD
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 575

MASSACHUSETTS ASSOCIATION OF COMMUNITY DEVELOPMENT CORP

44 SCHOOL STREET SUITE 800
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSE 2,000

MAX CARES FOUNDATION

249 PEARL STREET
HARTFORD,CT06103 		NOT RELATED   EXEMPT PURPOSE 4,300

MEGHANS LIGHT INC

1 ROCKY HILL RD
HADLEY,MA01035 		NOT RELATED   EXEMPT PURPOSE 900

MERCY HOSPITAL INC

271 CAREW ST
SPRINGFIELD,MA01104 		NOT RELATED   EXEMPT PURPOSE 2,000

MERCY MEDICAL CENTER

271 CAREW STREET
SPRINGFIELD,MA01104 		NOT RELATED   EXEMPT PURPOSE 20,000

MICHAEL J DIAS FOUNDATION

975 A SPRINGFIELD ST
FEEDING HILLS,MA01030 		NOT RELATED   EXEMPT PURPOSE 1,000

MIRACLE LEAGUE OF WESTERN MASSACHUSETTS

PO BOX 6684
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 500

NAMI WESTERN MASSACHUSETTS

1221 MAIN STREET SUITE 100
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 250

NASHOBA LEARNING GROUP

10 OAK PARK DRIVE
BEDFORD,MA01730 		NOT RELATED   EXEMPT PURPOSE 1,000

NEIGHBORS HELPING NEIGHBORS INC

30 CAREW STREET
SOUTH HADLEY,MA01075 		NOT RELATED   EXEMPT PURPOSE 7,000

NEW ENGLAND SMALL FARM INSTITUTE

270 JACKSON STREET
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 500

NORTHAMPTON ACADEMY OF MUSIC INC

274 MAIN STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 750

NORTHAMPTON ARTS COUNCIL

240 MAIN STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 1,000

NORTHAMPTON JAZZ FESTIVAL

PO BOX 631
NORTHAMPTON,MA01061 		NOT RELATED   EXEMPT PURPOSE 500

NORTHAMPTON ROTARY CLUB FOUNDATION

PO BOX 505
NORTHAMPTON,MA01061 		NOT RELATED   EXEMPT PURPOSE 1,500

ONE CALL AWAY

104 RAMAH CIRCLE
AGAWAM,MA01001 		NOT RELATED   EXEMPT PURPOSE 750

ONEHOLYOKE CDC

70 LYMAN STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 2,000

OUR LADY OF THE VALLEY PARISH

33 ADAMS STREET
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 250

PAN-MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		NOT RELATED   EXEMPT PURPOSE 500

PAPER MILL ELEMENTARY PTO

148 PAPER MILL ROAD
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 200

PARADISE CITY DRAGON BOAT

PO BOX 1557
NORTHAMPTON,MA01061 		NOT RELATED   EXEMPT PURPOSE 1,000

PDC CHARITABLE CHAMPIONS OUTREACH

189 BROOKDALE DRIVE
SPRINGFIELD,MA01104 		NOT RELATED   EXEMPT PURPOSE 2,800

PEDIATRIC HYDROCEPHALUS FOUNDATION INC

17 PHEASANT DRIVE
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 100

PIONEER VALLEY BALLET GUILD

116 PLEASANT STREET
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 1,500

PIONEER VALLEY HABITAT FOR HUMANITY

PO BOX 60642
FLORENCE,MA01062 		NOT RELATED   EXEMPT PURPOSE 750

PIONEER VALLEY JAZZ SHARES

340 BRIDGE STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 250

PLAY INCUBATION COLLECTIVE

PO BOX 1435
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 250

POCUMTUCK VALLEY MEMORIAL ASSOCIATION

PO BOX 146
DEERFIELD,MA01342 		NOT RELATED   EXEMPT PURPOSE 500

PORTER-PHELPS-HUNTINGTON FOUNDATION INC

130 RIVER DR
HADLEY,MA01035 		NOT RELATED   EXEMPT PURPOSE 1,500

PROVIDENCE MINISTRIES FOR THE NEEDY

51 HAMILTON STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 8,500

PUBLIC LIBRARY ASSOCIATION OF EASTHAMPTON

9 PARK STREET
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 23,000

RIVERSIDE INDUSTRIES

ONE COTTAGE STREET
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 15,000

RONALD MCDONALD HOUSE CHARITIES

34 CHAPIN TERRACE
SPRINGFIELD,MA01107 		NOT RELATED   EXEMPT PURPOSE 4,500

RUSSELL POLICE ASSOCIATION LIMITED

PO BOX 366
RUSSELL,MA01071 		NOT RELATED   EXEMPT PURPOSE 300

SAFE PASSAGE INC

76 CARLON DRIVE
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 750

SAINT PATRICKS PARADE COMMITTEE OF HOLYOKE INC

PO BOX 10058
HOLYOKE,MA01041 		NOT RELATED   EXEMPT PURPOSE 3,000

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST
FAIRFIELD,CT06825 		NOT RELATED   EXEMPT PURPOSE 1,000

SHRINERS HOSPITAL FOR CHILDREN

516 CAREW STREET
SPRINGFIELD,MA01104 		NOT RELATED   EXEMPT PURPOSE 2,500

SOUTHAMPTON HISTORICAL SOCIETY INC

94 PLEASANT STREET
SOUTHAMPTON,MA01073 		NOT RELATED   EXEMPT PURPOSE 1,900

SPRINGFIELD BOYS & GIRLS CLUB

481 CAREW STREET
SPRINGFIELD,MA01104 		NOT RELATED   EXEMPT PURPOSE 500

SPRINGFIELD MUSEUMS CORPORATION

21 EDWARDS STREET
SPRINGFIELD,MA01103 		NOT RELATED   EXEMPT PURPOSE 2,500

SPRINGFIELD RESCUE MISSION

10 MILL STREET
SPRINGFIELD,MA01108 		NOT RELATED   EXEMPT PURPOSE 500

SPRINGFIELD SYMPHONY ORCHESTRA

1441 MAIN STREET
SPRINGFIELD,MA01103 		NOT RELATED   EXEMPT PURPOSE 1,500

ST FRANCIS OF ASSISI PARISH

24 JABISH STREET
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 1,000

ST THOMAS THE APOSTLE SCHOOL

75 PINE STREET
WEST SPRINGFIELD,MA01089 		NOT RELATED   EXEMPT PURPOSE 950

STANLEY PARK OF WESTFIELD

400 WESTERN AVE
WESTFIELD,MA02695 		NOT RELATED   EXEMPT PURPOSE 1,250

THE BELCHERTOWN HISTORICAL ASSOCIATION

PO BOX 1211
BELCHERTOWN,MA01007 		NOT RELATED   EXEMPT PURPOSE 500

THE FOOD BANK OF WESTERN MASSACHUSETTS

25 CAREW STREET
CHICOPEE,MA01020 		NOT RELATED   EXEMPT PURPOSE 4,500

THE GRAY HOUSE INC

22 SHELDON STREET
SPRINGFIELD,MA01107 		NOT RELATED   EXEMPT PURPOSE 500

THE MATHEW J VIEU MEMORIAL FUND

PO BOX 262
GRANBY,MA01033 		NOT RELATED   EXEMPT PURPOSE 1,000

THE PARISH CUPBOARD

738 MAIN STREET
WEST SPRINGFIELD,MA01089 		NOT RELATED   EXEMPT PURPOSE 2,250

THE SALVATION ARMY OF HOLYOKE

25 SHAWMUT ROAD
CANTON,MA02021 		NOT RELATED   EXEMPT PURPOSE 5,000

THE WESTFIELD KIWANIS CLUB FOUNDATION

PO BOX 773
WESTFIELD,MA01086 		NOT RELATED   EXEMPT PURPOSE 1,000

THOMAS J OCONNOR ANIMAL CONTROL & ADOPTION CENTER FOUNDATION INC

883 TINKHAM ROAD
WILBRAHAM,MA01095 		NOT RELATED   EXEMPT PURPOSE 500

THUNDERBOLT COUNCIL INC

16 PROSPECT RIDGE
SIMSBURY,CT06070 		NOT RELATED   EXEMPT PURPOSE 500

TRANSLATE GENDER

25 MAIN STREET SUITE 220
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 300

TRUSTEES OF TUFTS COLLEGE

PO BOX 3306
BOSTON,MA02241 		NOT RELATED   EXEMPT PURPOSE 1,000

UNITED WAY OF FRANKLIN AND HAMPSHIRE REGION

71 KING STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 68,927

VALLEY CLASSICAL CONCERTS

PO BOX 60424
FLORENCE,MA01062 		NOT RELATED   EXEMPT PURPOSE 2,500

VALLEY COMMUNITY DEVELOPMENT CORPORATION

256 PLEASANT STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 10,500

VOLUNTEERS IN NORTHAMPTON SCHOOLS

498 RYAN ROAD
FLORENCE,MA01062 		NOT RELATED   EXEMPT PURPOSE 150

WEST SPRINGFIELD BOYS & GIRLS CLUB

615 MAIN STREET
WEST SPRINGFIELD,MA01089 		NOT RELATED   EXEMPT PURPOSE 6,400

WESTERN MASSACHUSETTS TRAINING CONSORTIUM

187 HIGH STREET SUITE 202
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 3,500

WESTERN NEW ENGLAND UNIVERSITY

1215 WILBRIHAM ROAD
SPRINGFIELD,MA01119 		NOT RELATED   EXEMPT PURPOSE 2,500

WESTFIELD FAIR ASSOCIATION

209 POCHASSIC ROAD
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 500

WESTFIELD LITTLE LEAGUE

PO BOX 1066
WESTFIELD,MA01086 		NOT RELATED   EXEMPT PURPOSE 400

WESTFIELD ON WEEKENDS

105 ELM STREET
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 2,500

WESTFIELD POLICE ASSOCIATION

866 SHAKER ROAD
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 200

WESTFIELD PRIDE COMMITTEE

105 ELM STREET
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 500

WESTFIELD RIVER WATERSHED ASSOCIATION

PO BOX 1764
WESTFIELD,MA01086 		NOT RELATED   EXEMPT PURPOSE 250

WESTFIELD WOMAN'S CLUB

38 UNION STREET
WESTFIELD,MA01085 		NOT RELATED   EXEMPT PURPOSE 50

WISTARIAHURST MUSEUM

23 CABOT STREET
HOLYOKE,MA01040 		NOT RELATED   EXEMPT PURPOSE 800

WORTHINGTON HISTORICAL SOCIETY

PO BOX 12
WORTHINGTON,MA01098 		NOT RELATED   EXEMPT PURPOSE 500

YMCA OF GREATER WESTFIELD

1500 MAIN STREET
SPRINGFIELD,MA01115 		NOT RELATED   EXEMPT PURPOSE 7,850

YOUNG AT HEART CHORUS

30 N MAIN ST
FLORENCE,MA01062 		NOT RELATED   EXEMPT PURPOSE 600

HOME CITY DEVELOPMENT

261 OAK GROVE AVENUE
SPRINGFIELD,MA01109 		NOT RELATED   EXEMPT ORGANIZATION 6,000
Total ................................. 3a 522,092
bApproved for future payment

BOYS AND GIRLS CLUB OF GREATER WESTFIELD
PO BOX 128
WESTFIELD,MA01086 		NOT RELATED   EXEMPT PURPOSE 10,000

COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE
ONE SUGARLOAF STREET
EASTHAMPTON,MA01373 		NOT RELATED   EXEMPT PURPOSE 5,000

COOLEY DICKINSON HOSPITAL
30 LOCUST STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 50,000

HAMPSHIRE REGIONAL YMCA
286 PROSPECT STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 30,000

HILLTOWN VILLAGE INC DBA IT TAKES A VILLAGE
2 EAST MAIN STREET
SOUTHAMPTON,MA01050 		NOT RELATED   EXEMPT PURPOSE 5,000

MERCY MEDICAL CENTER
271 CAREW STREET
AGAWAM,MA01104 		NOT RELATED   EXEMPT PURPOSE 80,000

RIVERSIDE INDUSTRIES
ONE COTTAGE STREET
EASTHAMPTON,MA01027 		NOT RELATED   EXEMPT PURPOSE 15,000

THE FOOD BANK OF WESTERN MASSACHUSETTS
25 CAREW STREET
SOUTH HADLEY,MA01020 		NOT RELATED   EXEMPT PURPOSE 10,000

THE SALVATION ARMY OF HOLYOKE
25 SHAWMUT ROAD
HOLYOKE,MA02021 		NOT RELATED   EXEMPT PURPOSE 10,000

VALLEY COMMUNITY DEVELOPMENT CORPORATION
256 PLEASANT STREET
NORTHAMPTON,MA01060 		NOT RELATED   EXEMPT PURPOSE 10,000
Total ................................. 3b 225,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 52  
4 Dividends and interest from securities ....     14 68,148  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 185,984  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCITC TAX REFUND 		        7,500
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 254,184 7,500
13Total. Add line 12, columns (b), (d), and (e)..................
13
261,684
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A CITC TAX REFUND
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
EASTHAMPTON SAVINGS BANK
 
FOUNDATION INC
EIN:
04-3371592
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WOLF & COMPANY, P.C. 4,150 0   4,150

TY 2025 InvestmentsOtherSchedule2
Name:
EASTHAMPTON SAVINGS BANK
 
FOUNDATION INC
EIN:
04-3371592
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS FMV 2,210,669 2,210,669

TY 2025 OtherExpensesSchedule
Name:
EASTHAMPTON SAVINGS BANK
 
FOUNDATION INC
EIN:
04-3371592
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 53 0   53


TY 2025 OtherIncomeSchedule2
Name:
EASTHAMPTON SAVINGS BANK
 
FOUNDATION INC
EIN:
04-3371592
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CITC TAX REFUND 7,500   7,500


TY 2025 OtherIncreasesSchedule
Name:
EASTHAMPTON SAVINGS BANK
 
FOUNDATION INC
EIN:
04-3371592
Description Amount
CHANGE IN UNREALIZED GAIN/ LOSS 3,350


TY 2025 TaxesSchedule
Name:
EASTHAMPTON SAVINGS BANK
 
FOUNDATION INC
EIN:
04-3371592
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 5,487 0   0