Community Foundation ANNUAL REPORT
of Western Massachusetts April 1, 2010 to March 31, 2011
The Community Foundation of Western Massachusetts
seeks to enrich the quality of life of the people of our region by:
Developing a permanent, flexible endowment.
Assessing and responding to emerging and changing needs.
Serving as a resource, catalyst, and coordinator for
1 Letter from President and Chair
Promoting efficiency in the management of charitable funds.
2 Legacy Society
4 Community Legacy
5 Inspiring Philanthropy
6 Opportunities for Success
Ron Ancrum Dorothy Theriaque
7 Making Connections President Education Associate
8 5 & Under William G. Andrews Sheila C. Toto
9 Community Leadership Director of Finance and Administration Program Officer
10 Annual Fund Caroline Deltoro Maureen Trafford
Director of Communications Philanthropic Services Associate
12 Commemorative Gifts
13 Start Your Fund Santina Haywood Trevis M. Wray
Administrative Assistant/Receptionist Community Leadership Coordinator
32 Scholarship Grants Debra Koske Katie Allan Zobel
Fiscal Officer Vice President of Philanthropic Services
34 Competitive Grants
40 Advised/Designated Grants
46 Financial Highlights
Kristin B. Leutz Yvette Morneau
48 Commitees and Volunteers Vice President of Philanthropic Services C.P.A., Accountant
Ann Raffel Ronald P. Weiss, Esq.
IT Administrator Legal Counsel
Nancy Reiche Meyers Brothers Kalicka, P.C.
Vice President for Programs Auditors
Cover: Paul Schnaittacher, www.photogman.com
1500 Main Street P.O. Box 15769 Springfield, MA 01115
PHONE: 413-732-2858 FAX: 413-733-8565
As always, we appreciate your feedback, so call or email us with
questions or suggestions.
Dear Donors, Volunteers, and Friends:
T he mission of the Community Foundation of
Western Massachusetts, in brief, is to improve
the quality of life for people in the areas we serve.
This is primarily done through our grant making and
scholarship programs. On average, we contribute in
the area of $7-8 M each year to people and programs.
To do this, we depend on special people – our donors;
people who establish funds and scholarships or
donate directly to the Foundation.
We are stewards for the assets of our donors
and use a competitive process for distribution of We are stewards for the assets of our donors
funds for grants, scholarships and loans. Among and use a competitive process for distribution
the programs we are involved with is the Reading of funds for grants, scholarships and loans.
Success by 4th Grade Funder Collaborative, which
addresses school readiness in the City of Springfield.
We also collaborated with New England Public Radio
WFCR & WNNZ and The Food Bank of Western Federal Reserve Bank of Boston, leading a City to City
Massachusetts. In June, we were all shocked and Greater Springfield visit to two resurgent cities in
challenged by the disaster caused by the tornado that North Carolina.
destroyed homes and businesses. Being a community As we look toward the upcoming year, we will be
organization, we felt an immediate need to help. engaging in several strategic discussions to reaffirm
With the support of our donors, funders and friends, our mission and develop a clear and comprehensive
we were able to raise $145,000 and have made that strategic direction.
available for nonprofits that were directly impacted In closing, we thank all of our donors for the
or who are helping families and children affected by trust and confidence you continue to have in the
the storm. We are thankful that we were able to play a Community Foundation. Without the dedication
small part in the rebuilding and recovery effort. of the board, staff, and volunteers, we would not be
Another role we fill is that of providing where we are today.
community leadership as a convener around topics of
interest in the community. Last year, our Community With thanks and appreciation,
Conversations Forums brought together leaders,
experts, donors, and volunteers in meaningful
conversations on vital issues affecting our region.
This year, the series Leveraging Your Philanthropy, Ron Ancrum Peter Daboul
began with a presentation and discussion on Social President Chair, Trustee of
Entrepreneurship. We also co-coordinated with the the Foundation
COMMUNITY FOUNDATION of Western Massachusetts 1
Marcia Burick and Eleanor Rothman
E leanor Rothman was almost the first person
Marcia Burick met when she moved to
Northampton in 1968. Their friendship has
Congregation B’nai Israel’s Planned Giving Fund.
Marcia decided to include the Community
Foundation in her will so that she can contribute
deepened over the years, as has their commitment to her community even after she is gone. “It is
to their community. Both women are members fulfilling to see that many things I believe in
of the Community Foundation’s Legacy Society have a long and important future,” Marcia says.
and both express the desire to know that the “It is satisfying to know there is a way to continue
organizations and causes they believe in will to support organizations and groups that will
continue to have the support they need to make a always make our community better.”
difference, long into the future. Eleanor agrees and is very pleased with her
Marcia volunteered for the Community decision to start a Charitable Gift Annuity with the
Foundation for 14 years in a variety of capacities, Community Foundation. “They are really wonderful
including nine years as a Trustee. Both women vehicles for giving, because they provide an income
care about a number of organizations and causes, in your lifetime and ensure that the organization
everything from the Northampton Community will receive a substantial amount after one’s death.
Music Center to the Smith Student Aid Society I hope to serve as an example to encourage others
to the Northampton Education Foundation to to consider giving in this way.”
2 COMMUNITY FOUNDATION of Western Massachusetts
The Community Foundation is especially grateful to the following
people who, during their lifetimes, have named a fund at the
Community Foundation as a beneficiary of their estate plans.
Their generosity is particularly appreciated for the benefits it will
Donors may become bring succeeding generations of Pioneer Valley residents.
members of the Legacy
Society with any of the
following arrangements: S. Prestley and Helen Blake Charles M. Johnson
Mary Lord Brown Bruce Kurtz
• Bequest provision in a will
Marcia E. Burick Edward and Catherine Lamoureux
• Charitable remainder trust Priscilla Carter Edward and Shirley Livi
• Charitable lead trust Annie Cheatham and Ann Gibson Susan Lowenstein
Virginia A. Christenson Richard W. Martin
• Charitable gift annuity
Edward M. Clark Mary-Lou Mehrtens
• Designation as beneficiary Shera Cohen Richard Milstein
of qualified retirement Ruth B. Contrino Steven and Moira Mitus
Jill Ker Conway William and Susan Monks
• Gift of life insurance policy Kenneth Cote and Elaine Alonso Dr. Robyn A. Newhouse
Carol E. Craig Louis F. Oldershaw
Please let us know if you William A. Darity Karen Parker
have made similar estate Deborah A. Driscoll Priscilla L. Pike
planning arrangements Kent and Scottie Faerber Cecile Ploran
so that we may recognize Jack and Deb Ferriter John F. Ptaszek, Jr.
everyone who supports the Eleanor Rothman
Maurice and Peg Ferriter
long-term mission of the
Karen Fisk and Maurice Proulx Terry and Frances Ryan
Edward Fleming, III and Jane Fleming Donald and Patricia Savage
Call us at 413-732-2858 for
Ian Fraser Barbara Shaffer
Paula and John Gallup Robert C. Smith
Theodore and Norma Gewanter Jane Sommer
Frederick Griffiths Gladys B. Sullivan
Willard O. and Elizabeth K. Hale Robin C. and Audrey A. Taylor
Lester and Roberta Halpern Frances A. Townsend
Teresa A. Harris Mary E. Tuttle
Wil Hastings Richard and Sandra Wallis
Jean vonL. Hayes Robert and Eileen Zewski
Virginia Jahn Katie Allan Zobel
Kim Cook and Amy Jamrog 18 anonymous donors
COMMUNITY FOUNDATION of Western Massachusetts 3
Community Legacy Old First Church
T he Old First Church Meetinghouse of Springfield, built in 1819, is the fourth and
current building. When it closed its doors in 2007 after 371 years in the heart of
the city, it had significant assets and wanted to create a lasting legacy for the people
With nearly $2 million in assets remaining, the Congregation of the Church chose
the Community Foundation to invest the majority of these assets. Following a series
$2 million in assets of meetings with the philanthropic staff of the Foundation and with representatives
remaining, the of the Advisory Council of the Church, three permanent funds were established.
Congregation of The first was established for the benefit of the City of Springfield, the new owner
of the building, to help with the maintenance of the historic meetinghouse and its
the Church chose
impressive Aeolian-Skinner organ. The City received $25,900 in 2011 from this fund,
the Community and in the future the City will continue to receive annual distributions in amounts as
Foundation to determined by the Foundation.
invest the majority The other two funds were established to support Friends of the Homeless for
providing shelter and other resources for the homeless of Springfield, and to support
of the assets.
Greater Springfield Senior Services for safe and independent living for seniors. In
2011 each organization received $11,100 as their first disbursement.
The remainder of assets was donated to other local charities, and many valuable
historical items of the Church were given to the Springfield Museums and other
Thanks to the generosity of the Old First Church Congregation and the expertise
of the Community Foundation, the community will continue to benefit forever.
4 COMMUNITY FOUNDATION of Western Massachusetts
T he Drama Studio in Springfield is a conservatory-style acting training program,
which among other things, provides young people with a safe place to find their
voice. Kasia Novak is the current Vice-President of their Board of Directors, but first
she was a mom who was very impressed with the impact that the Drama Studio had on
Community her own daughter.
In December of 2010, Kasia met with the Community Foundation staff to discuss
her personal philanthropic goals, one of which was to help the Drama Studio find some
staff suggested new donors.
Kasia use her “I continued to see the same group of people that we were always going to for
Donor Advised fundraising. We were looking for a way to expand the pool of donors,” explained Kasia.
Community Foundation staff suggested Kasia use her Donor Advised Fund to
Fund to create a
create a challenge grant. New and increased gifts made to the Drama Studio during the
challenge grant. challenge period would be matched by the Novak Family Charitable Fund, up to $5,000.
The challenge was more successful than Kasia and the Drama Studio had even
hoped. They exceeded their goal, with more than $6,500 in new and increased gifts.
More importantly, relationships with new donors are growing and the Drama Studio is
seeing a new culture of giving among their supporters, in large part because of Kasia’s
challenge to the community and her personal endorsement of the organization.
Inspiring Philanthropy Novak Family Charitable Trust
All the World’s a
COMMUNITY FOUNDATION of Western Massachusetts 5
Right to left:
Sandra and Bryan Palmer
with their mother, Barbara.
Opportunities for Success Palmer Family
B ryan Palmer first came to the Community Foundation in 2008, a senior in
high school who was focused on the future and knew education had to be his
“Many people I knew growing up were focused on just survival, education wasn’t
This financial a priority. I was fortunate to have family members and teachers who encouraged me
support has to concentrate on school and block out some of the distractions,” Bryan said.
enabled him to Now entering his final year at Westfield State University, Bryan has been the
recipient of $23,000 in scholarships from the Community Foundation. This financial
worry less about
support has enabled him to worry less about the financial burdens of his education
the financial and direct his energy toward his success in school. Among the scholarships he has
burdens of his received over the years are the Diana and Leon Feffer Scholarship and the
education and MassMutual Career Pathways Scholarship.
Bryan is studying communications and hopes to have a career in journalism or
direct his energy
public relations. He says of his choice of careers, “I want my writing to have an impact
toward his on society some day.”
success in school. It would seem that this drive to succeed runs in the family. Bryan’s sister Sandra,
now a sophomore, received $8,000 from the Foundation as a freshman studying
nursing at American International College. Sandra credits her brother with setting an
example for how to reach your academic goals.
“I will not give up on my education because of a lack of resources,” Sandra said.
“I am a hard working student who is determined to reach my goals.”
6 COMMUNITY FOUNDATION of Western Massachusetts
C ancer Connection, a support center serving individuals diagnosed with cancer, their
families, and caregivers in Hampden, Hampshire, and Franklin counties, opened its doors
in 2000 in a small basement office in Northampton. Ten years later, they were struggling
to meet client needs in a space that the organization had clearly outgrown. The Board of
What the Directors and Executive Director Betsy Neisner led the building campaign to renovate and
furnish a new space at 41 Locust Street in Northampton.
The Community Foundation awarded a $10,000 grant to support a range of associated
Foundation activities, including moving costs, office furnishings, a new security system, and environmental
offered to us testing. “What the Community Foundation offered to us was so valuable. There are so many
was so valuable. things that go into moving and renovating that you can’t anticipate. The new center meets all
our expectations and the project flowed to completion with incredible ease.”
The new center
From the time Betsy approached the realtor to the day the doors opened was a mere
meets all our seven months. Since that time, they have been able to increase program offerings, including
expectations. three additional weekly complementary therapy sessions and two new classes. The new space
also has retained the intimate, home-like atmosphere that clients appreciated about the
previous facility. With 1,100 active participants and about 30 new people accessing services
each month, Cancer Connection meets the challenge of providing individual services for a
growing and diverse community.
Making Connections Cancer Connection
Executive Director of
at their new space in
COMMUNITY FOUNDATION of Western Massachusetts 7
& Initiative Access to Opportunity for Children in Poverty
5 & Under Grant Awards FY 2011 (C2 2010) he Community Foundation’s five-year strategic
Carson Center for Human Services, Inc. initiative, 5 & Under: Access to Opportunity for Children
Parenting Education Program, Year 5 $32,000 in Poverty, awarded its final round of grants in 2010. The
Community Adolescent Resource and Education Center
initiative was designed to enable families with limited
Transition to Higher Education, Year 5 $20,000 financial resources with children five years of age and
younger to improve their lives through educational
Center for New Americans
programs. Ten organizations representing 11 projects
Family Literacy Program, Year 3 $25,000
received funding this year totaling $475,800.
Community Action of the Franklin Hampshire Three strategies have been employed to address
& North Quabbin Region
Family Literacy Outreach Program, Year 5 $59,600
Holyoke Chicopee Springfield Head Start, Inc.
• Improving the circumstances of parents through
Addressing Challenging Behaviors in the adult basic education and job readiness
Classroom, Year 5 $70,000 • Improving skill development of children, their
The Salvation Army - Holyoke Corps teachers and their parents
Job Skills Program, Year 5 $65,000
• Improving parent/child interaction and parent
Springfield Day Nursery Corporation self-sufficiency
Family Connections, Year 5 $30,000
Total funding over the life of the initiative is more
United ARC of Franklin and Hampshire Counties, Inc.
than $2.6 million and has impacted hundreds of families
Positive Parenting Program
Franklin County, Year 5 $33,400 throughout the Pioneer Valley. Many of the grantees
are expected to sustain their much-needed services well
United ARC of Franklin and Hampshire Counties, Inc.
beyond the life of this initiative. Several programs have
Positive Parenting Program
Hampshire County, Year 3 $30,800
evolved into dynamic, comprehensive programs, achieving
outcomes far beyond their original design. All programs
YMCA of Greater Springfield
have benefited from this opportunity to create new
Teen Parent Program, Year 5 $55,000
options that fill gaps in services unmet by other resources.
Boys & Girls Club of Greater Westfield, Inc.
Westfield Family Support Network, Year 2 $55,000
8 COMMUNITY FOUNDATION of Western Massachusetts
Community In 2010, the Community Foundation stepped up its role as a convener
through its community leadership work. The communities we serve
Leadership have both tremendous resources to be leveraged and challenges
to meet. The Community Foundation committed to bringing together
stakeholders to learn more about issues facing our region and creative
ways to address those issues. Among the successful strategies
employed in 2010 were the Community Conversations forums, City to
City Greater Springfield, and the Leadership Pioneer Valley initiative.
In June 2010, the Community Foundation launched Community Conversations:
Exploring Vital Issues for our Region. To date the Community Foundation has
convened four such conversations informing stakeholders about key issues
for our community and getting people talking and thinking about solutions.
This initiative kicked off with a conversation about drop out prevention,
followed by meetings about urban renewal, the creative economy, and
City to City
A group of Springfield leaders
representing business, education,
philanthropy, planning, workforce
development and industry
embarked on its first City to City
Greater Springfield trip, visiting
Winston Salem and Greensboro,
North Carolina in November and
December of 2010. The City to City initiative was organized and facilitated by
the Community Foundation of Western Massachusetts and the Federal Reserve
Bank of Boston, with the goal of learning from our peers in other cities about
ways to support economic and social growth.
Leadership Pioneer Valley
The Community Foundation has collaborated with the Pioneer Valley Planning
Commission and the Economic Development Council to create a program
designed to identify, develop and connect diverse leaders in the Pioneer
Valley. The program is modeled after a number of other successful programs
at the local, regional and national levels and hopes to strengthen the region by
educating and empowering emerging leaders.
COMMUNITY FOUNDATION of Western Massachusetts 9
Annual Fund We extend our deep gratitude to each person or company listed
below who chose to support the work of the Community Foundation
Donors through our Annual Fund. Whether providing unrestricted support or
specific support for our scholarship or grantmaking programs,
they have helped us to do more good for the Pioneer Valley. Their
combined benevolence totaled over $111,000; the equivalent of
having a $2.5 million endowment!
$10,000 or more $500 to $999 Ms. Jane Sommer
Lucy and Bob Atkinson Ken and Rosalie Boutin Pamela and Allen Trafford
Ralph and Vicki Tate Mr. and Mrs. Carl E. Breyer, Jr. Anonymous (3)
Jill Ker Conway
$2,500 to $9,999 DJRJ Charitable Fund $100 to $249
Dr. and Mrs. Sanford A. Belden Mr. and Mrs. William F. Donoghue, III Susan J. Alston and
Mr. Sandon S. Pearson Kent and Scottie Faerber Thomas L. Millette
Richard and Carol Steele Richard and Betsy Gaberman Andrew Balder and Cynthia Sommer
Daniel Gardner and Claudia Levin Mr. and Mrs. James Bell
$1,000 to $2,499 Mauricia A. Geissler Michael G. Bete and
Ron and Pam Ancrum Mr. Norbert Goldfield Carol Wentworth-Bete
John and Elizabeth Armstrong Corwin Greenberg and Mr. Norman Bitsoli
Charles and Deborah Austin Parvati Maggie Grais Barbara H. Braem
Dana R. Barrows Dr. and Mrs. Willie L. Hill, Jr. Mr. Timothy W. Brennan
Mr. Claude Borowsky Mr. Noel and Dr. Carol Leary Mr. and Mrs. F. Gorham Brigham, Jr.
Bruce and Mary Thorpe Brown Mrs. Lorraine Milewski Mr. and Mrs. Bruce G. Brown
Robert S. and Mary W. Cohn Steven and Moira Mitus Chris and Felicia Buendo
Ruth Constantine Eric and Elizabeth Stahl Marcia Burick and Edward McColgan
Stephen A. Davis Ruth and Spencer Timm Alan and Suzi Burstein
Mr. and Mrs. Charles W. DeRose Mark and Noreen Tolosky Anasticia and Paul Cambo
Ms. Kerry L. Dietz Mr. Richard Wagner and Andrew and Carolyn Campbell
Dianne and Paul Doherty Dr. Ruth Folchman John and Carol Cardinal
Paula and John Gallup Bob and Barbara Carroll
Alfred and Sally Griggs $250 to $499 Annie Cheatham and
The Jamrog Group Bee-Line Corporation Ann Gibson
George and Jackie Keady Century Investment Company Casey Clark
Mrs. Frances Gengle Keenan Carol E. Craig H. “Brub” and Linda Collina
Ellen Brout Lindsey and Bill Lindsey Margo Culley William J. Corwin and
Joe and Sue LoBello Mr. and Mrs. Peter J. Daboul Jennifer A. Rosner
Charles and Rita McInnis-Spencer Ms. Gwendolyn Glass Michael and Corinne DeNucci
Robyn Ann Newhouse, PhD Daphne and Stephen Hall Jan and Robin Dizard
People’s United Bank Mr. Philip J. Hendel Carl A. Ersing
Tim and Elise Rice Jane and Paul Hetzel Jack and Deb Ferriter
Rothschild Family Foundation Craig Knowlton and Kathleen M. Kane Matthew Blumenfeld and
Elizabeth D. Scheibel and Dr. and Mrs. Robert Liptak Claudia Canale-Parola
Paul D. Boudreau Mr. and Mrs. Alfred Magee Mr. and Mrs. Michael Fritz
William and Elizabeth Sillin James Morton John Garvey
Mary Ann and Richard Spencer David Narkewicz and Yelena Mikich Ms. Karin L. George
Peggy and David Starr Mr. and Mrs. Jay Primack Lucille and Chet Gibbs
Peggy and Gill Woods Nancy Reiche and Thomas Kane Ms. Jayne F. Gill
Ms. Mary Ellen Scott Candy and Stanley Glazer
10 COMMUNITY FOUNDATION of Western Massachusetts
A N N UA L FUND D ONOR S
John and Jane Griggs Michael and Natalia Sweet Ms. Ellen Marsh
Ms. Ruth Griggs Thomson Financial Management, Inc. Barbara M. McGarrah
Mary H. Grimm Maureen and Benny Trafford Robert and Belden Merims
Charles Hapcook and Randi Steiger Ms. Mary E. Tuttle Mr. Richard Milstein
John and Gloria Hazen Ronald and Janet Weiss Mrs. Linda Moriarty and Family
Health & Benefit Consultants Mr. and Mrs. Peter Weston Barbara and Robert Morin
Heartsong Yoga Center Marcus and Joan White Mr. and Mrs. Michael Morneau
Dr. and Mrs. John R. Hennessy Trevis M. Wray Isolda Ortega-Bustamante and
Mr. David Herships Angela and Joe Wright Jaime Davila
Ingis Eye Care Mr. and Mrs. John C. Young Mr. Francis J. Osborn
Donald Joralemon and Katie and Chris Zobel Ms. Carol L. Owen
Phoebe Porter Anonymous (6) Ms. Linda Payson
Ivan Karp Stephen and Elizabeth Petegorsky
Carol and Brad Katz up to $99 The Honorable Elaine A. and
Kate Kruckemeyer and Cathy Spath Rosemary D. Abbott Mr. Theodore A. Pluta
Patrick Lavelle E. Wayne Abercrombie and Marietta Pritchard
Kristin Leutz Kayla Werlin Ms. Alice P. Pyle
Roselyn and Bradley LeVay Ron Ackerman and Cleo Gorman Jeannette and Richard Reopel
Mr. and Mrs. Flynt C. Lincoln Nancy E. Albert Rick’s Auto Body, Inc.
Mr. and Mrs. Antonio Magalhaes Alice H. Allen Alan Jay Rom
Irene and Kevin Martin Mr. and Mrs. Marco G. Amato, Jr. Mrs. Dorothy A. Rosati
Dr. and Mrs. Paul McKenna Jay and Bobby Ashe Eleanor B. Rothman
Mr. and Mrs. John Meiklejohn William Austin and Joan Rockwell Schoen Books
Kathy Mitchell and Curtis Coggon Peter and Nancy Bautz Margaret Seiler
Bill Newman and Dale Melcher Ted Belsky Jean Simmons
Sonia and Angel Nieto Ellen and Peter Berek Mr. Robert Stern and
Anne Nugent and Anthony Rogers Dr. Alan D. Berkenwald Ms. Judith S. Glaser
Louis F. Oldershaw, Esq. Mrs. Ruth Black Judith L. Strzempko
Ostberg & Associates Mr. Chuck Bradway Rick and Lisa Sullivan
Ronda G. Parish, Esq. Mr. Raymond L. Brown Ms. Paige Thayer
Lucy Perez Elizabeth Capifali Mr. and Mrs. David Theriaque
Dale and Lorna Peterson Ms. Maureen Cardinal Mr. and Mrs. J. Bruce Tingle
Mr. and Mrs. John E. Pietras Mrs. Priscilla Carter Sheila Toto
Priscilla L. Pike Ms. Shera Cohen Mr. Jason Trotta
David and Jackie Pleet Regina Curtis Andrée Uhlig
John F. Ptaszek, Jr. Mr. and Mrs. Roger L. De Raleau Ms. Joan C. Vander Vliet
Mr. William J. Pugliese Bert Fernandez and Elizabeth O’Brien Village Eye Care, P.C.
Bob Pura and Marjorie Mr. and Mrs. John J. Ferrero Elizabeth and Klemens von Klemperer
MacDonald-Pura Jill and Joe Gagne Carolyn Ware
Bob and Margie Riddle Mr. and Mrs. Charles Gillies Welch Law Offices
Mr. and Mrs. Michael J. Riley Steven Goldsher, DDS Carina Wohl and Mark Arsenault
Lise and Eric Sanders Mr. and Mrs. G. Putnam Bob and Eileen Zewski
Mr. and Mrs. Donald Savage Goodwin-Boyd Anonymous (9)
Mr. and Mrs. Martin Schoenemann Cedric Hastings
Lois and Tom Schwab Santina Haywood
Mr. Russell L. Seelig Eric and Yehudit Heller
Dr. and Mrs. C. Richard Seiler David F. Howland
Lucy and Dwight Shepard Phyllis and Peter Jeswald
Joe Silverman and Karen Beyel Susan Jennifer Johnson
Sisters of St. Joseph Colleen C. Johnston
Mary-Anne and John Stearns Debra Koske
Scott and Jane Stearns Mr. and Mrs. David Lapierre
Marie M. Stebbins Ms. Linda G. Lavigne
Robert and Judith Steinberg Crawford and Ann Lincoln
Shelley Steuer and Jeff Korff
COMMUNITY FOUNDATION of Western Massachusetts 11
Commemorative Commemorative gifts are a unique way to honor or remember
an individual or an important milestone. It is a privilege for
Gifts the Community Foundation to accept these remarkably
thoughtful gifts and put them to work for the people of our
region. On behalf of our generous donors, we commemorate
the following people, occasions, and organizations.
In Honor of In Memory of
Paul and Dianne Doherty Benjamin and Rose Ackerman Nicholas G. Grass Ronnie Petrakis
Jane Engelman Peter Arthur Margot Griggs Carolyn Phillips
Kent W. Faerber Arnold Black Kevin Hamel Robert W. Pickett
Betsy Gaberman Gabrielle Bernier Mildred A. Haas Eunice Poole
Eileen Giardina Mr. Philip E. Bechard Hobbes Demetrios Psomiades
Lucille Deans Gibbs Vito and Loretta Bell Charles and Mary Hough John and Stella Ptaszek
Alfred and Sally Griggs Frieda Bonatakis Edward Hurley Jane Punderson
Orlando Isaza Susan Botfield Diane Johnson Joan Fitzgerald Putnam
Matt and Ann Kane Gordon S. Bradley Rose Kafantaris Anthony W. Ravosa
Bettie Kravetz on her birthday Raymond M. Bressette Harry Karamallis Jean D. Rogér
David LaLima Mary Anne George Buckley Markos Katsoulis Christine Mitus Rose
Lillian J. Lee Lizzie Chandler Thomas M. Keenan Olga Sabodosa
Ben and Jennie Markens John L. Chandler Jacqueline A. Lavallee Syd Sanditz
Arky and George Markham Eric Clayton Michael Layne Jim Selvia
Arky Markham’s 95th birthday Richard J. Clark, Jr. Dr. and Mrs. Joseph Leary Marjorie K. “Biddy” Shea
Marty, Elliot, Mulu, Masaye John Richard Collins Tony Lovell Tara Sheehan
Ellen and Barry Nigrosh Liliana’s Cordes on George Markham Philip W. Sheridan, Jr.
Employees of State Street her 10th birthday William Maunsell David Sigelman
Fruit Store and Tootsie Danalis Phillip Mercure Risa Skerker
Cooper’s Corner Philip J. Dean, MD John Metzidakis Richard Snyer
Marie Stebbins John J. Dillon Andrew Milewski Dick Stebbins
Lil Topodas’ special birthday Mark Douville Irvine Miller Cynthia Stowe
Carlos Vega James Downey Richard Moriarty Mary Stratos
First Sergeant Thomas Moropoulos Albert Taupier, Jr.
Kevin A. Dupont Harry Morrow Peter and Mary Volanakis
Sandra Eagleton Dr. Francis Nelen Ruth Wallace
Maury Ferriter Robert Patrick O’Dwyer, Virginia S. Warren
Lawrence Fink Ret. USMC Sgt. Cicely Swan Vega
Jean Fletcher Loretta M. O’Neil Stamatios Vlazakis
Deborah Foley William O’Neil Edna G. Willemain
Joseph Frogameni Sally Gage Olmstead Richard K. Williams
Bill George Mary Passera Adam Wishnow, Class of ’83,
Albert “Doc” Grass Russell H. Payson Northampton High School
12 COMMUNITY FOUNDATION of Western Massachusetts
Start Your Fund at the Community Foundation
Decide When to Give
You can create your fund now, establish it in your will, or create it through a trust
arrangement that benefits your family as well as charity. You may give in honor of
an anniversary, to memorialize a loved one, celebrate a special event or support
a cause. Tax deductions are earned at the time of your gift, while grants awarded
from your fund can continue into the future.
We can help you focus your
Decide What to Give
generosity, without the hassles.
Almost any kind of asset can be used to start your funds, including cash, publicly
We make giving easier with traded securities, closely held stock, interests in limited partnerships, real estate,
administrative services and expert life insurance and private foundation assets. We can also discuss other options with
advice from the Community you, such as bequests, charitable remainder unitrusts, charitable gift annuities and
charitable lead trusts.
Foundation staff. Call our
Philanthropic Services team at Choose the Name for Your Fund
413-732-2858 or email Most of our funds are named for the donor (individual, family, business, association
firstname.lastname@example.org or organization) or as a memorial to someone special. Every grant from the fund
will carry this name. You may choose a name that reflects your fund’s charitable
for more information.
purposes or your fund can remain completely confidential if you prefer.
Choose a Type of Fund
We offer a variety of funds that are flexible to meet our donors’ different charitable
interests. Donor advised funds allow you to make the decisions about the timing and
amount of grants yourself. Permanently endowed funds provide a sustainable stream
of income for your favorite charities in perpetuity. Scholarships help local students
access higher education. Field of Interest funds allow you an easy way to focus your
giving on a specific community or charitable interest area. Field of Interest funds
give you access to our local team of volunteers and staff who receive and assess
annual requests from local nonprofits to fund projects serving the region.
COMMUNITY FOUNDATION of Western Massachusetts 13
Funds of the The following funds have been given to the Community Foundation
of Western Massachusetts either for the benefit of or by the residents
Community of the Pioneer Valley. They represent the tangible conversion of the
Foundation generosity of the region into an invaluable community resource.
Fund values as of March 31, 2011.
N E W F U N D S UNR E S T R ICT E D FUNDS
The following 13 new funds were established at the Unrestricted funds typically utilize the two greatest
Community Foundation of Western Massachusetts strengths of the Community Foundation: the ability
during the fiscal year ended March 31, 2011. The to care for charitable funds in perpetuity and the
Foundation is grateful for these welcome additions considerable expertise of the Foundation’s Distribution
to the community resources available to the Committee and its competitive grantmaking process.
Pioneer Valley. Together, they ensure that scarce funds will be used
as effectively as possible, for as long as possible.
Art & Soles Fund
Eric Bachrach Scholarship Endowment Fund for the
Credit Data Services, Inc. Fund $6,187,264
Community Music School of Springfield*
To benefit charities in western MA.
Charter Oak Fund
Raymond E. and Mildred G. Clark Foundation Fund,
Charles E. Coleman and Elizabeth H. Coleman Bank of America, Trustee $3,931,367
Scholarship Fund* For grantmaking in Springfield, MA, and contiguous towns.
Neil G. Daboul Fund for the Springfield Boys Franklin Fund $3,078,262
and Girls Club* For charitable uses and/or projects which improve the lives
Dasco Family Fund of residents of Franklin County.
First Sergeant Kevin Dupont Memorial The Buxton Charitable Foundation Fund,
Scholarship Fund* Bank of America, Trustee $2,102,565
Jacqueline A. Lavallee Scholarship Fund* For grantmaking in Hampden County.
Novak Family Charitable Fund Gage Olmstead Fund $857,709
Established by Sally Gage Olmstead and funded through
The Phoenix Fund distributions from an annuity lead trust.
Red Fox Fund Joan Walker Memorial Fund $729,635
Williamson Family Fund To benefit the people served by the Community Foundation.
1 Anonymous Fund James D. Watt Charitable Fund $485,410
For local organizations with a preference for supporting
* The funds marked with an asterisk are especially appreciated projects in the arts, in music, and in Hampshire County, MA.
because, as endowed funds, they will provide perpetual support
for the quality of life of the region. M. Constance Breck Memorial Fund $360,303
To support charities selected by the Distribution Committee.
Eleanor and Philip Singleton
Endowment Fund $175,264
To support charitable work in the Pioneer Valley in the arts,
educational programs, care for the elderly, and the beautifi-
cation of the environment.
14 COMMUNITY FOUNDATION of Western Massachusetts
U N R E S T R ICT E D FUNDS
Irene E. and George A. Davis Fund $164,980
To assist in the growth of the Foundation.
Sally Olmstead Endowed Fund $143,134
Kent W. Faerber Fund $125,349
For projects selected by the Distribution Committee,
with preference for the establishment and maintenance of
individual fundraising programs.
George H. Empsall Charitable Fund $119,716
For the support of recognized and worthy charitable and
educational organizations in and about Springfield.
Unrestricted Fund $103,415
To benefit the people in western MA communities.
Fund for Hampshire and Franklin Counties $72,007
For grantmaking in Franklin and Hampshire counties.
Lucy and Bob Atkinson Fund $49,796
To support projects and/or programs focused on conserving
or enhancing the natural environment in Franklin,
Hampden, and Hampshire counties.
The Arts Endowment of
Yale Genton Charitable Fund $39,137
For grantmaking projects serving poor children, preferably in
Margot L. Griggs Charitable Fund $34,954
To support projects selected by the Distribution Committee.
T he Arts Endowment of Western Massachusetts is a
special collection of charitable funds identified as
exclusively dedicated to the support of the arts in our
Roger G. and Jeannie Houston Turgeon Fund$34,859 region. To be identified as part of the Arts Endowment
To support charities selected by the Distribution Committee, of Western Massachusetts, a fund must be restricted
with a preference for charities designated by the donor. to the support of the arts and, if donor advised, must
Mark Douville Charitable Fund $28,394 become endowed when advisory rights cease.
To support the public charities in Franklin, Hampden, and The Community Foundation is particularly proud
Hampshire counties providing assistance to people with to highlight the following funds, listed elsewhere in
HIV-AIDS, particularly children. this report, whose donors are passionate about
preserving the special arts and culture environment
Franklin Fund #2 $25,760
For the support of charitable work in Franklin County. of the Pioneer Valley.
Rockwell Keeney, Jr. Charitable Fund $22,020 • T. Marc Futter Hampshire Arts Endowment Fund
For grants to meet community needs. • H. Grinspoon and D. Troderman Fund for the
Filler Community Fund $19,514 Springfield Library and Museums Association
To support charitable needs of the Pioneer Valley. • William and Susan Monks Fund for the Arts
Brendler Family Charitable Fund $18,364 • Peggy and David Starr Springfield Museums
To respond to community needs. Endowment Fund
William Wells Tapley Fund $13,370 • Peggy and David Starr Springfield Symphony
To support the charitable work of the Pioneer Valley. Endowment Fund
Teresa A. Harris Fund $11,170 • Peggy and David Starr WFCR Endowment Fund
To support projects that meet the community’s greatest
• Peggy and David Starr WGBY Endowment Fund
needs as determined by the Distribution Committee.
• Venti Family Fund
COMMUNITY FOUNDATION of Western Massachusetts 15
F I E L D OF I N T E R E S T FUNDS
F I E L D OF I N T E R E S T F U N D S Springfield Hospital Nurses Alumni
Association Fund $65,857
Field of interest funds enhance their impact by To support programs that improve the quality of life in
concentrating on specific areas of charitable endeavor. western MA with emphasis on nursing education and needs
If desired, they can also utilize the expertise of the of women and children.
Distribution Committee and its competitive Dr. John E. McNally Memorial Fund $36,669
grantmaking process. To support nonprofit organizations in the areas of education,
human services, and/or health.
T. Marc Futter Hampshire Arts
Herbert and Josephine Burk Noble
Endowment Fund $18,622
Hospital Fund $601,578
To support the arts in Hampshire County.
For the support of Noble Hospital, Westfield.
Cancer Fund $19,092
The Dickinson Family Fund for
For cancer research and projects.
Historical Heath $472,550
To preserve the agricultural and historical aspects of the Rachel O. Storrs Ware Youth Center, Inc. Fund $18,211
Town of Heath. To support youth activities in the Town of Ware.
Herbert and Josephine Burk Westfield Fund for the Hungry and Homeless $17,818
Athenaeum Fund $378,864 To support programs that help people with basic
For the support of the Westfield Athenaeum. survival needs.
E. Herbert Burk Fund $348,941 W. W. ArtsAlways Charitable Fund $17,705
To encourage and develop interest in and training for the Support for children to develop their artistic talent.
precision machining skills needed for the industries of Junior League of Holyoke Fund $17,390
western MA. To address the emerging and changing needs of women and
The Women’s Fund of Western Massachusetts $337,571 children in Holyoke.
For programs that help women and girls. Healthier Communities Fund $14,413
Loaves and Fishes Fund $280,634 To promote children’s health and well-being.
To benefit programs run by liberal, reformed Protestant Fund to Preserve Farmland and Open Space
churches in Franklin and Hampshire counties that wed in Franklin County $14,295
Christian faith and action. To preserve farmland and open space in Franklin County.
Duffy Sullivan Adult Education Fund $271,865 Ann Marie Sibilia Fund for Leukemia $13,987
For programs of literacy and adult education. To benefit research on leukemia and provide programs for
L. John Schinelli Renal Assistance Fund $250,461 children and adults.
To provide emergency financial assistance to renal patients Alie and Rem Lefferts Memorial Dixieland
and their families. Jazz Fund $11,985
Loupinski Family Memorial Fund $248,837 To promote and preserve Dixieland Jazz music.
To preserve open lands in the towns of Southwick, Westfield, Ozzy Klate Memorial Fund $10,671
Granville, and Agawam, MA, including the purchase of such To support young people in their developmental journeys as
lands or conservation easements thereon. artists and seekers of wisdom.
Franklin Land Trust Bridge Loan Fund $172,006 Fund for the Hearing Impaired $9,047
To provide bridge loans for the preservation of farmland and Created by distributions from the Gage Olmstead Fund.
open space in Franklin County that would otherwise be lost
Juliusz Feigenbaum Fund $67,453
To support programs that enable impoverished families with
children five years of age and younger to improve their lives
by addressing the root causes of their poverty.
16 COMMUNITY FOUNDATION of Western Massachusetts
E D U C AT ION FUNDS
E D U C AT ION F U N D S
Scholarship and interest-free loan funds help bring
higher education within reach of those residents of
the Pioneer Valley who might not otherwise be able to
afford it. Through a competitive award process, expert
community volunteers ensure that limited resources
are given to those most deserving of assistance.
James Z. Naurison Scholarship Fund,
Bank of America, Trustee $9,128,312
Residents of Berkshire, Franklin, Hampden, and Hampshire
counties and the towns of Enfield and Suffield, CT. Brianna and her adoptive father, Mark Leue.
James W. Colgan Loan,
Bank of America, Trustee $7,159,747
Current Massachusetts residents who have resided in the
state for a minimum of five years.
G rowing up in foster care, overcoming abuse and
family instability, Brianna Leue has learned
many life lessons the hard way. “Be aware of your
MassMutual Scholars Fund $1,671,002 own needs and respect them, don’t feel like you
Graduating high school seniors from Hampden County, MA have to conform to any path, and don’t be afraid to
and Hartford County, CT interested in pursuing careers in ask for help,” are among the lessons she can now
financial services, business, or information technology. pass along to others. The Community Foundation
was among those Brianna reached out to for help.
Margaret J. Hyland Fund,
She received the James Z. Naurison Scholarship in
Bank of America, Trustee $1,290,611
2007 and 2011, as well as the Permilia A Butterfield
University of Massachusetts students who have been
scholarship in 2007 and the Stanley Ciejek, Sr.
Holyoke residents for ten years or longer; preference to
Scholarship in 2011. Now in her junior year
students of the Roman Catholic faith.
studying fiber arts at the Massachusetts College of
Raymond E. Carr Scholarship Fund $939,843 Art and Design, Brianna describes the opportunity
Students attending American International College, to get an education as a “privilege, a blessing, and
Elms College, Springfield College, Western New England an invaluable advantage.” Upon graduation, she
University, or Westfield State University. intends to devote herself to contributing to solving
Anthony and Madeline Sampson global problems, and hopes to start her own
Kapinos Scholarship Fund $855,115 nonprofit someday.
Graduates of Chicopee High School.
Richard W. and Florence B. Irwin Scholarship Fund,
Bank of America, Trustee $848,474
Residents of Northampton attending law school. Diana and Leon Feffer Scholarship Fund $477,374
Margrit H. Sutton-Annen Student Residents of western MA.
Loan Fund, Bank of America, Trustee $757,096 John P. Mahoney and James F. Mahoney
Students enrolled full time in two- or four-year colleges; Memorial Scholarship Fund,
preference to those of Swiss descent. Bank of America, Trustee $420,027
MacIntyre Family Scholarship Fund $512,056 Residents of Northampton.
Residents of Franklin, Hampden, and Hampshire counties; Wilcox-Ware Scholarship Fund,
preference to Holyoke residents. Bank of America, Trustee $412,116
Kenneth B. and Adeline J. Graves Graduating seniors from Mohawk Trail Regional High
Scholarship Fund $511,528 School who reside in Shelburne, Buckland, Colrain, or
Residents of Granby, MA. contiguous towns.
COMMUNITY FOUNDATION of Western Massachusetts 17
E D U C AT ION FUNDS
Louis W. and Mary S. Doherty
Scholarship Fund $399,657
Residents of Hampden County.
Victor, Margaret, and Joseph Victor Paier Scholarship
Fund, Bank of America, Trustee $280,870
Residents of West Springfield.
George and Theresa Crete
Scholarship Fund $263,416
Residents of western MA.
Lena A. Tucker Scholarship Fund,
Bank of America, Trustee $262,639
Graduates of the High School of Commerce and Putnam
Vocational Technical High School in Springfield.
Ruth L. Brocklebank Memorial
Scholarship Fund $231,384
African-American graduates of Springfield
public high schools.
Stanley Ciejek, Sr. Scholarship Fund $218,082
Residents of Franklin, Hampden, and Hampshire counties.
“ consider my greatest achievement to be my two
little girls, but my second greatest achievement
is breaking the cycle of the culture of poverty
Carlos B. Ellis Scholarship Fund, within my own family. My girls now talk about
Bank of America, Trustee $202,319 going to college and the importance of education.”
Graduates of the Springfield High School of Commerce. Suzy-Ann Baker is now in her junior year studying
Gertrude and William C. Hill Scholarship nursing at American International College. In
Fund, Bank of America, Trustee $198,891 addition to raising two girls and getting her
Graduates of Springfield Central High School; preference to degree, she has also been working part-time at
students majoring in liberal arts. Bay State Medical Center. The scholarships from
the Community Foundation have been a much-
Luther A. and Evelyn L. Belden Memorial
needed resource as Suzy juggles competing
Scholarship Fund $173,128
demands. Over the past three years she has
Graduating high school seniors who are residents of Hatfield
received more than $9,000 in scholarships and
or graduating seniors of Smith Academy.
no-interest loans from the Community Foundation.
Clarence H. Matteson Scholarship Fund, Bank of Suzy says of the opportunity to go back to school,
America, Trustee $165,576 “You get to see the world differently, and you open
Residents of Greenfield. your eyes to all that you can achieve.”
Michael A. Smiarowski Memorial
Scholarship Fund $155,261
Graduating seniors from Turners Falls High School. One
award to the class salutatorian and one to a student with Permelia A. Butterfield Scholarship Fund $116,239
average grades who contributes to the community and has Orphan children, under 21 years of age, who are residents of
good character and judgment. Franklin County.
Springfield Teachers Club Scholarship Fund $153,584 Deerfield Plastics/Barker Family Fund $108,344
Residents of Franklin, Hampden, and Hampshire counties Children, step-children, and grandchildren of employees
who are graduates of Springfield public high schools. of the former Deerfield Plastics Company, Inc. as of
Jessie M. Law Scholarship Fund $134,975 October 1996.
Graduates of Springfield Central High School. Ruth Wallace Memorial Scholarship Fund $108,213
Florence Blish Scholarship Fund $122,555 Graduating seniors from Longmeadow High School who
Residents of Agawam who attend four-year colleges. participated in a learning disabled program.
18 COMMUNITY FOUNDATION of Western Massachusetts
E D U C AT ION FUNDS
C. Kenneth Sanderson Scholarship Fund $101,757 Jean D. Rogér Memorial Fund $62,474
Graduating senior from Monson High School ranked in the Graduates of Longmeadow High School who display the
top seven of the senior class. qualities of character for which Jean D. Rogér is remembered.
William A. and Vinnie E. Dexter Women’s Partnership Scholarship Fund
Endowed Scholarship Fund $99,473 for Women $61,502
Graduating high school seniors in western MA. Women, age 25 or older, from greater Springfield who
Mary Volanakis Memorial Scholarship Fund $96,694 have had a break in their education wishing to return to the
Students of the Greek Orthodox faith, preference to mem- work force attending accredited colleges in Hampden and
bers of St. George Greek Orthodox Cathedral in Springfield. Hampshire counties.
Nate McKinney Memorial Scholarship Fund $88,194 September 11th Remembrance
Graduating seniors from Gateway Regional High School who Scholarship Fund $58,585
excel academically and have an interest in music, science, or Graduating high school seniors who reside in Berkshire,
athletics. Scholarships are renewable for up to four years. Franklin, Hampden, and Hampshire counties.
Dr. Jeffrey A. Ferst Valedictorian United Way of Holyoke, South Hadley, and Granby,
Memorial Scholarship Fund $84,363 Inc./YWCA Scholarship Fund for Women $57,889
Valedictorian from Westfield High School. Women, age 18 or older, from Holyoke, South Hadley, and
Lucius H. Tarbell and Dorothy J. Tarbell
Scholarship Fund $81,223 Jacob and Celia Richmond Fund $57,695
Students attending Western New England University. Residents of Hampden County attending law school.
MacGeachey Minarik Scholarship Fund $74,994 Philip W. Sheridan-Tighe and Bond
Students who have resided in Monson for two years; prefer- Scholarship Fund $56,387
ence for graduates of Monson High School or Pathfinder Graduating high school seniors from Hampden and
Regional High School. Hampshire counties who will be studying civil engineering
or a related field at a four-year college; established to honor
Charles R. Allan and Judith V. Carlson
the leadership of Philip W. Sheridan at Tighe and Bond.
Scholarship Fund $73,927
Graduating seniors from Springfield Central High School First Sergeant Kevin Dupont
and Springfield High School of Science and Technology Memorial Scholarship Fund $55,551
selected as the top scholars in physics. Graduates of Chicopee High School and Chicopee Compre-
hensive High School; preference to graduating seniors who
Greater Springfield Accountants
demonstrate leadership qualities and/or community service.
Scholarship Fund $73,802
Given in memory of a fallen hero who served his country for
Students who have completed their college sophomore year,
over 30 years.
pursuing accounting or finance.
George H. McDonnell Scholarship Fund $54,652
Arrighi Memorial Scholarship Fund $70,704
South Hadley residents who are graduating seniors from
Residents of Greenfield.
South Hadley High School studying civil engineering or a
Jacqueline A. Lavallee Scholarship Fund $69,974 related field at a four-year college.
Graduates of Ware High School with high financial need who
John DiNapoli Memorial Scholarship Fund $52,558
exhibit a strong work ethic as demonstrated by community
Hampden County high school seniors; preference to residents
service, employment, or academic effort.
Nicholas G. Grass Scholarship Fund $69,092
Paul J. Veronesi Memorial Scholarship Fund $52,095
Athletes graduating from Holyoke High School who best
One male and one female graduating senior from Agawam
exemplify the high academic and athletic ideals which
High School who excel in basketball.
Nicholas Grass represented.
Edward J. Bayon Memorial Scholarship Fund $50,530
Dinn Brothers Student Athlete Award Fund $63,724
Holyoke residents who are graduating seniors from Holyoke
One male and one female scholar athletes from western
high schools studying civil engineering or a related field at a
MA who have been chosen as Athletes of the Year by
The Republican Newspaper.
COMMUNITY FOUNDATION of Western Massachusetts 19
E D U C AT ION FUNDS
Horace Hill Scholarship Fund $48,614 Fred K. Lane Scholarship Fund $28,986
Children and grandchildren of the members of the Graduating high school seniors who are past or current
Springfield Newspapers’ 25-Year Club. members (individual or family) or employees of the Orchards
Captain John Maloney Scholarship Fund $47,524 Golf Course in South Hadley.
Residents of Hampden County with at least one award to a Gertrude G. Rapp Scholarship Fund $28,842
graduating high school senior from Chicopee High School. Graduates of Gateway Regional School District who have
First National Bank Amherst Centennial resided for two years in the geographic areas serviced by the
Education Scholarship Fund $45,393 Gateway Regional School District.
Graduating seniors from Amherst Regional High School, James B. Krumsiek Memorial Fund $28,691
Hopkins Academy, Northampton High School, Amherst Graduating seniors from Cathedral High School and Long-
College, Hampshire College, and the University of meadow High School who are active in athletics and exhibit
Massachusetts-Amherst. academic achievement.
Caleb L. Butler Scholarship Fund $40,451 Joseph Bonfitto Scholarship Fund $28,084
Graduating high school seniors from western MA who are Graduating seniors from Agawam High School studying
in the custody of the Department of Children and Families creative design, advertising, or the arts.
(DCF); preference to former or current residents of Hillcrest Donald A. and Dorothy F. Axtell Grant
Educational Centers. Scholarship Fund $28,025
Eric Clayton Hockey Memorial Protestant students from Hampshire County.
Scholarship Fund $37,523 Markus J. Johnson Memorial Scholarship Fund $27,101
Graduating high school seniors from Holyoke, Easthampton, Graduates of the Springfield public high schools. Markus
Southampton, and Westhampton; preference to those with Johnson was the first Springfield resident to die while
ice hockey involvement. serving in Iraq.
Miller Fund $36,913 William J. Dean and Mary Fitzsimmons
Residents of the Shelburne Falls Fire District in Franklin County. Dean Scholarship Fund $26,952
Richard E. Fiore Memorial Scholarship Fund $35,663 Graduates of William J. Dean Technical High School in Holyoke.
Residents of Southwick. Charles F. Warner Scholarship Fund $26,163
National Assoc. of Insurance and Financial Residents of Springfield.
Advisors Scholarship Fund $35,669 Anthony A. Renaud Memorial
Graduating high school seniors from Berkshire, Franklin, Scholarship Fund $24,049
Hampden, and Hampshire counties who have had a parent die Students who have had a parent die and are either
or have a parent receiving social security disability benefits. graduating from high schools in Hampden County or who are
Sarah and Abraham Milstein Scholarship Fund $34,183 enrolled at Mount Carmel School in Springfield; preference
Valedictorian and salutatorian of Westfield High School. for those who have had a parent die from heart disease.
Kevin Bresnahan Memorial Fund $34,061 Latino Scholarship Fund $23,881
Graduates of Holyoke High School and Holyoke Catholic Graduating Latino high school seniors from Hampden and
High School pursuing music; preference for jazz or blues. Hampshire counties.
Christine Mitus Rose Memorial Mt. Sugarloaf Lodge Memorial Fund $23,760
Scholarship Fund $31,584 Graduates of Frontier Regional High School in
Students who have had a parent die; preference to those who South Deerfield.
have had a parent die from cancer. Heriberto Flores Scholarship Fund $22,213
Shelley N. Bourque Memorial Graduates of Springfield Technical Community College and
Scholarship Fund $31,255 Holyoke Community College, of Puerto Rican ancestry, from
Graduating seniors from Belchertown High School. Hampden and Hampshire counties, who plan to attend MA
Liliana Marie Cordes Scholarship Fund $29,550 institutions of higher education.
Female South Hadley residents with financial need studying Eleanor M. Morrissey Scholarship Fund $21,944
music; preference to those who are graduating seniors from Graduating high school seniors from Berkshire, Franklin, Hamp-
South Hadley High School. den, and Hampshire counties pursuing a career in nursing.
20 COMMUNITY FOUNDATION of Western Massachusetts
E D U C AT ION FUNDS
African American Achievement Fund $21,396
African American residents of Franklin, Hampden, and
Hampshire counties who attend four-year colleges.
Edward A. and Shirley B. Livi Scholarship Fund $21,178
Residents of Franklin, Hampden, and Hampshire counties
who are pursuing fine or performing arts beyond their college
Vincent S. and Jane A. Korzeniowski
Memorial Scholarship Fund $19,500
Residents of Chicopee.
George H. and Margaret B. McDonnell
Family Scholarship Fund $19,049
Graduates of Holyoke Catholic High School pursuing a career
in social work or an allied field; in memory of Margaret he first in her family to attend a four-year
Mary (Peggy) McDonnell. university, Mihee Cha is now in her third year
Hellespont Society Scholarship Fund $18,774 at Syracuse University. In 2010 and 2011 she
Graduating high school seniors of Greek descent who will received scholarships and the zero-interest James
be attending two- or four-year colleges; preference to past W. Colgan Loan from the Community Foundation,
Hellespont Society members. which helped her to move one step closer to
realizing her dream of working in international
Billie Foster and Bertha Weinberg
relations. The loan and scholarships Mihee has
Memorial Scholarship Fund $18,738
received are lessening the financial commitment
Graduates of Springfield Technical Community College,
of a costly college education, which is one less
Holyoke Community College, and Greenfield Community
thing Mihee has to worry about. “Although our
College attending four-year colleges; preference to residents
family is going through a financial hardship right
of Holyoke and Northampton.
now, I believe in my success in the future and
Frank W. Jendrysik, Jr. Memorial because of the Community Foundation I can
Scholarship Fund $17,962 graduate from college without too much financial
Residents of Chicopee, Holyoke, and Springfield. burden blocking my path.”
Latino Breakfast Club Scholarship Fund $17,858
Graduating Latino high school seniors from Hampden County.
Ronald A. Copes Scholarship Fund $17,438
Graduating high school seniors from Springfield, MA or Mary Alby Markel Memorial Scholarship Fund $16,223
Hartford, CT who have a minimum GPA of 3.0, and who Graduating seniors from Springfield Central High School
indicate participation in extracurricular activities. pursuing the sciences.
Deborah Brodeur Foley Memorial Frederick W. Porter Scholarship Fund $15,083
Scholarship Fund $17,111 Graduates of Greenfield High School.
Graduating seniors from Minnechaug Regional High School
Esther J. and Lewis W. Whiting Fund $14,532
in Wilbraham pursuing nursing or an allied field.
Graduates of Springfield Central High School pursuing
Westbank-Jane M. Knapp Scholarship Fund $16,804 medicine or natural science; and support for the Washington
Graduates of MacDuffie School in Granby, MA. Street School Library.
Westbank-Stanley F. Osowski Scholarship Fund $16,801 William T. Maunsell Memorial
Graduates of Westfield High School. Scholarship Fund $14,234
Edward C., Mary and Paul Marth Graduating seniors from Westfield High School, Westfield
Scholarship Fund $16,731 Vocational-Technical High School, and St. Mary’s High
Graduating seniors from St. Mary’s High School in Westfield School in Westfield, MA who have average grades and are
pursuing nursing or an allied field. pursuing degrees in education, criminal justice, or nursing.
COMMUNITY FOUNDATION of Western Massachusetts 21
E D U C AT ION A N D D ONOR DE SIGNAT E D FUNDS
Future Scholars Fund $14,033 George and Isabelle McGrath Scholarship Fund$2,804
Unrestricted scholarship support. Graduates of Ware High School who have excelled
Barbara Holcomb Braem Scholarship Fund $13,819 athletically and academically.
Graduating seniors from Westfield High School; preference
to those pursuing degrees in a business-related field.
Fund balances for the following scholarship funds have been
Theodore P. (Ted) Minor Memorial withheld at the request of the donors who established the funds:
Scholarship Fund $13,280
Ann Ferguson Women and Gender Studies Scholarship
Graduating seniors from Chicopee high schools.
Undergraduate and graduate students pursuing degrees or
Lee Crabtree Memorial Scholarship Fund $12,580 certificates in women and gender studies at the University of
Graduates of the Springfield public high schools pursuing Massachusetts-Amherst.
music; preference to graduates of Springfield Central High
William J. (Bill) and Loretta M. O’Neil Scholarship Fund
School and Springfield High School of Science and Technology.
Students from western MA pursuing English, journalism, or
James L. Shriver Scholarship Fund $12,503 a related field.
Students from western MA pursuing technical careers.
Connie Celeste Sherman Memorial
Scholarship Fund $11,821 D ONOR DE SIGNAT E D FUNDS
Established by her family for students from Hampden County.
Kimber Richter Family Scholarship Fund $11,542 Designated funds are permanent endowments,
Graduating high school seniors of the Baha’i faith from providing annual distributions to those nonprofits
western MA. designated by the donor while still attempting to
preserve the principal of the fund.
WestFest Scholarship Fund $10,571
Hampden County residents pursuing degrees in the arts;
Margaret E. O’Donnell and Agnes K. O’Donnell
preference to residents of Westfield.
Charitable Fund $2,448,449
Emanuel S. Tesoro and Marian T. Tesoro To benefit designated charities and to provide
Scholarship Fund $10,489 scholarship support.
Residents of East Longmeadow.
Elise B. and Earl Bradway Charitable Fund$1,802,487
Jeffrey I. Glaser, M.D. Memorial To benefit designated charities.
Scholarship Fund $10,110
Food Bank of Western Massachusetts
Graduating seniors from Longmeadow High School who
Endowment Fund $963,891
excel in academics and swimming.
To support the operating expenses of the Food Bank.
A. David “Davey” Duggan Memorial
Urban League of Springfield Building
Scholarship Fund $9,828
Endowment Fund $722,158
Graduating seniors from Holyoke high schools.
To provide a permanent endowment for the maintenance
Stuart D. Mackey Scholarship Fund $9,208 and preservation of the premises of the Urban League of
Graduates of East Longmeadow High School. Springfield, Inc.
Dean Technical High School Nursing Albert S. and Anna E. Adams Fund,
Program Scholarship Fund $8,566 Bank of America, Trustee $706,279
Graduates of the nursing program at William J. Dean To benefit St. John’s Lutheran Church, Westfield and to
Technical High School in Holyoke. provide scholarships for graduates of Westfield High School.
Robert B. Goodman Scholarship Fund $7,980 Brian W. Sullivan Memorial Scholarship Fund $667,701
Montgomery residents planning to attend college; preference For scholarships for Cathedral High School students.
to high school seniors.
Arthur H. and Barbara M. Clarke Fund $353,842
Dr. John V. Shea, Jr. Scholarship Fund $7,688. To support Baystate Medical Center; the Springfield
Graduates of Springfield high schools. Library and Museums Association; Western New England
Annual Community Scholarship Fund $4,804 University; YMCA of Greater Springfield; and Springfield
Unrestricted scholarship support. Symphony Orchestra.
22 COMMUNITY FOUNDATION of Western Massachusetts
D ON OR DE SIGNAT E D FUNDS
Peggy and David Starr Springfield Symphony Paul and Doris Davis Charitable
Endowment Fund $289,317 Endowment Fund $79,498
To support the Springfield Symphony Orchestra. To benefit organizations in the donors’ areas of interest.
Charles E. Coleman and Elizabeth H. Robert D. and Marie L. O’Malley
Coleman Scholarship Fund $261,648 Charitable Fund $55,018
To support scholarship awards for students who are To benefit St. Paul’s Episcopal Church in Holyoke; Community
residents of Franklin, Hampden, and Hampshire counties United Way of Pioneer Valley, Inc.; Boys & Girls Club of
to attend Mount Holyoke College. Greater Holyoke; and South Hadley Historical Society.
Robert E. Stowe and Cynthia Stowe Peggy and David Starr Springfield
Scholarship Fund $257,484 Museums Endowment $54,766
For scholarships to women in Franklin County for whom To support the Springfield Museums.
college attendance is otherwise unlikely who are attending Peggy and David Starr WGBY Endowment $54,766
Greenfield Community College. To support WGBY.
Peggy and David Starr WFCR Simple Blessings Fund $46,144
Endowment Fund $207,375 Awarded on an annual rotating basis to Yale Divinity
To support the WFCR radio station. School, Andover-Newton Theological Seminary, and Bangor
David N. Butterworth Trust Fund $160,053 Theological Seminary to provide educational debt retirement
To benefit the Holland Congregational Church and other to needy students.
church societies in the town of Holland that have a regular Beverly Jean Cass Memorial Fund $44,010
house of worship and service therein with resident clergy. To support religious education programs at the Mittineague
Picknelly Family Charitable Fund $148,318 Congregational Church in West Springfield.
To support a number of charitable organizations. Huntington Evangelical Church Fund $43,413
Margaret L. Steiger Memorial To provide support to the Huntington Evangelical Church.
Scholarship Fund $116,682 Sandra Eagleton Scholarship Fund $43,170
For students attending Wilbraham & Monson Academy. Awarded on an annual rotating basis to students at Bay Path
Established by the Albert Steiger Memorial Fund, Inc. in College, Holyoke Community College, and Springfield College.
honor of the many years Margaret L. Steiger taught at
Reverend Thomas A. McGovern Fund $27,524
Wilbraham & Monson Academy.
To provide scholarships to students at St. Michael’s
Ruth M. and Jesse G. Hafer, Jr. Fund $113,939 Academy, formerly Holy Name of Jesus School, Springfield.
To support Ronald McDonald House of Springfield, MA,
Musicorda Fund $26,395
Inc.; Richard Salter Storrs Library Association; Visiting
To advance and promote chamber music through teaching
Nurse Association and Hospice of Western New England;
First Church of Christ in Longmeadow; and WGBH
Educational Foundation. A Charitable Fund in Memory of
Mr. and Mrs. Arthur Ryan $23,829
Urban League of Springfield Building
To support Providence Ministries, Dakin Pioneer Valley
Reserve Fund $91,798
Humane Society, and Gaylord Memorial Library Association.
For the maintenance and preservation of the premises of the
Urban League of Springfield, Inc. Northampton Bikes Endowment Fund $21,598
To support acquisition and/or capital support of bicycle and
multi-use trails in the City of Northampton.
Endowment Fund $86,681
To support land conservation in the City of Northampton. Daniel Stephen Goldstein Fund for Arts in
Northampton High School $20,236
St. John’s Lutheran Church Fund $85,798
To bring art programs to Northampton High School.
To further the mission of this Westfield church.
Venti Family Fund $19,420
H. Grinspoon and D. Troderman Fund for the
To support the Springfield Museums.
Springfield Library and Museums Association $85,300
To support the ongoing work of the organization.
COMMUNITY FOUNDATION of Western Massachusetts 23
D ON OR DE S IG N AT E D A ND D ONOR A DVI SE D FUNDS
Dr. Mary G. Wile Education Endowment Fund $18,840 Fund balances for the following donor designated funds have
To support programs for young children at the Emily Partyka been withheld at the request of the donors who established
building of the Chicopee Public Library. the funds:
George E. and Janet P. Cartier Family Neil G. Daboul Fund for the Springfield Boys
Scholarship Fund $15,985 and Girls Club
For scholarship assistance for residents living within the To provide ongoing financial support for the Springfield Boys
boundaries of Holy Cross Parish, Springfield attending Holy and Girls Club.
Cross Grammar School. Greater Springfield Kidney Patient Endowment Fund
J. G. Ferst Memorial Fund $13,570 To support the L. John Schinelli Renal Assistance Fund,
To benefit organizations in the donors’ areas of interest. providing assistance to local renal patients and their families.
Frank E. Lucchesi Memorial Fund $12,223 Paul H. and Mary-Louise Mehrtens Charitable Fund
To support music instruction and performance at the Pioneer To benefit the Springfield Library and Museum and to
Arts Center of Easthampton, Inc. support charities selected by the Distribution Committee.
Maury Ferriter Scholarship Fund $12,100
Graduates of Holyoke Catholic High School or students
attending Amherst College, or Georgetown Law School. D ONOR A DVI SE D FUNDS
Michael T. and Mary T. Lynch Fund for the Roman
Catholic Diocese of Springfield $11,844 Donor advised funds offer donors the opportunity to
To support the Catholic Diocese of Springfield. remain involved in grantmaking by recommending
distributions of either income or principal. Gifts to
George A. Giroux Fund $11,808
advised funds make it possible for a donor to give
To support the Visiting Nurse Association and Hospice of
appreciated stock, mutual fund shares, or real estate
Western New England; Arise, Inc.; Community of Feeding
and still support multiple charities, some of which
Hills Grange; and the YMCA of Greater Springfield for
may not be able to accept such assets. They also allow
a donor to take a charitable income tax deduction
St. Mark Mission Church Endowment Fund $9,129 without making a final determination as to the
For the support of St. Mark Mission Church, Conway. ultimate charitable recipients.
Leonard Dwight Hills Fund $8,931
To assist poor people living in or near the Town of Amherst.
Unless otherwise noted, the following donor advised funds
Phil and Cecelie Cardone Scholarship Fund $8,802 support the charitable interests of the donors:
Graduating seniors from Wilbraham & Monson Academy.
S. Prestley and Helen Blake Fund $4,144,591
John J. Conway Pine Grove Cemetery
Albert Steiger Memorial Fund $2,065,693
Endowment Fund $8,024
For scholarships, projects, and programs identified by the
For the support of the Pine Grove Cemetary, Conway.
Ruth Freedman Leavitt Teachers Fund $7,951
Peggy and David Starr Fund $607,401
To benefit substitute teachers in the Longmeadow
school district. Pearson Family Trust $506,294
Reeds Landing Fund $5,333 Morse Fund $485,515
To benefit Reeds Landing. To advance Hampshire County initiatives.
Ruth Bush Contrino Fund $1,532 Fred’s Fund $444,702
To support charities designated by the donor. Virginia and Earl Jahn Fund $436,653
Fazzi Associates Charitable Fund $370,442
Jensen Family Charitable Fund $298,022
Robyn and John Davis Charitable Fund $283,013
24 COMMUNITY FOUNDATION of Western Massachusetts
D ON OR A D VI SE D FUNDS
Fowler Fund $271,005 William Sadowsky Family/Levsky Family Fund $88,660
To benefit charitable organizations in Holyoke Sudan Aid Fund $86,495
and South Hadley. To sustain humanitarian operations in Sudan.
SIS Charitable Fund $253,582 Anonymous #7 Fund $84,402
For charitable causes throughout western MA.
Anonymous #5 Fund $81,925
Albert and Amelia Ferst Charitable Fund $217,045
Lila Teich Gold Charitable Fund $69,434
To support Westfield community projects and programs in
To advance community projects in life preparation and
the donors’ areas of interest.
Geoffrey Lynn Memorial Fund $211,735
Dr. Anthony P. Lovell Memorial Fund $63,703
To provide supplemental educational opportunities for
gifted students. Springfield Homeless Resource Center Fund $59,598
To support the establishment and operation of a resource
Richard J. Moriarty Charitable Fund $190,419
center for the homeless in Springfield.
To support the charities of interest to Rick Moriarty,
especially for programs focused on ocular melanoma. Raipher D. Pellegrino Entrepreneurial Fund $55,161
To support entrepreneurial endeavors by individuals, not-
Stephen A. Davis Charitable Fund $187,928
for-profits, and for-profits in western MA.
Armstrong Charitable Fund $186,710
TCH Fund $53,408
Lawrence V. and Dorothy A. Schmitt
Peter and Melissa Picknelly Charitable Fund $51,073
Memorial Friendship Fund $167,461
To benefit children in western MA, particularly those William and Susan Monks Fund for the Arts $50,855
interested in developing their artistic ability. For the support of the arts and culture of western MA, and CT.
Richard A. Stebbins Founders Fund $167,111 Tara Sheehan Memorial Fund $49,939
For grants to honor Richard A. Stebbins and the founders To support charities working to help people with
of the Community Foundation. eating disorders.
CJM-LDM Charitable Fund $161,518 John D. Powers Memorial Fund $48,667
To benefit charitable causes in the donors’ areas of interest,
Gaean Fund $161,179
particularly the youth of greater Springfield.
To support a variety of organizations in the donor’s areas
of interest. Lubov Blumin Mirsky Fund $48,652
To support the donor’s charitable interests, including helping
Colaccino Family Charitable Foundation $156,337
to fund camper scholarships and staff education, develop-
Dill Family Fund $121,665 ment, and support at Farm and Wilderness, Inc.
Jugosus Fund $117,192 Andre and Karin Fafard Charitable Fund $47,785
Mary F. Picknelly Children’s Emergency Fund $113,144 Michael Hillel Rothman Memorial Fund $45,975
To meet needs of school age children in the Springfield public To support the interests of the donors in programs in music
schools which, because of emergency circumstances or the and the visual arts in Hampshire County.
unavailability of services from other existing programs, are
George and Doris Beauregard Charitable Fund $45,804
not being met.
To support charitable activities with preference to
Lewis M. and Sally D. Popper Fund $101,971 organizations in the Holyoke area.
Greenhawk Charitable Fund $101,287 Barker Family Charitable Fund $43,857
O. I. Stern Fund $100,746 To benefit education and social services, particularly in
The MESCA Fund $97,614 Franklin County.
Angela and Joseph T. Wright Charitable Fund$97,557 Eddy Family Fund $43,794
Dasco Family Fund $97,302 Joseph F. Jr. and Emily L. Partyka Fund $40,754
To benefit the College of Our Lady of the Elms and
Anonymous Fund #15 $95,858 other projects.
Keady Fund $93,416
COMMUNITY FOUNDATION of Western Massachusetts 25
D ON OR A DVI SE D FUNDS
The Robb Townsend Christian Education Marisa Labozzetta and Martin Wohl
Memorial Fund $40,313 Family Fund $26,005
To support professional development of Christian educators. Metta Fund $25,790
Betty Rae and Martin J. Poppo Charitable Fund $39,909 Lizzie Chandler Memorial Fund $24,553
To advance programs, particularly those focusing on women To support recreational and unmet needs of developmentally
and children. disabled persons.
Northampton Open Space and The Republican Newspaper-in-Education Fund $24,305
Bicycle Projects Fund $39,361 To support the Newspaper-in-Education Program of
To support open space, conservation, recreation, and park The Republican.
land acquisition for the city of Northampton.
Maurice J. and Margaret M. Ferriter
Harold Grinspoon and Diane Troderman Fund $37,495 Charitable Fund $24,102
To address the region’s most pressing needs and to promote
Robert and Virginia Russell Charitable Fund $23,846
tzedakah (charity and justice).
Mazeine Family Charitable Fund $23,689
Brianna Fund for Children with
Physical Disabilities $37,074 Priscilla and C. W. Carter Fund $23,549
To support charities that aid children with physical disabilities. Alfred L. and Sally Griggs Fund $23,283
Levsky Family Foundation Fund $35,035 Carlos Vega Fund for Social Justice and
Faces Fund $34,281 Community Service $23,194
To support social justice and community service work in the
Charles and Mary Hough Charitable Fund $33,617
To honor the lives of Charles and Mary Hough through the
support of charitable causes. Fox Fund $22,586
SV and JEG Fund $33,286 Lester and Roberta Halpern Fund $22,346
To assist a number of charitable interests and causes,
Delores and Robert Viarengo Charitable Fund $32,700
primarily in Hampden County.
Ed and Eleanor Klepacki Charitable Fund $32,542
Thomas Holder Memorial Fiddle
Anonymous #13 Fund $30,958 Scholarship Fund $21,589
Beatty-Roig Charitable Fund $30,952 For promising young fiddlers and violinists who wish to
To support charities in the donors’ areas of interest, further their training.
particularly in Franklin County. Mancinone Family Charitable Fund $21,115
Anonymous #10 Fund $29,836 Arthur H. Petlock Fund $20,893
David Sigelman Memorial Fund $29,702 Northampton Music Fund $20,626
To continue Dr. Sigelman’s efforts to benefit communities To support music education in Hampshire County.
both local and global.
Lois and Tom Schwab Fund $19,503
Sidney F. Smith Toy Fund $29,557
Austin Family Fund $19,315
To provide gifts for needy children during the holiday season.
John DiNapoli Memorial Charitable Fund $18,163
Richard E. F. and Sandra C. Wallis
Charitable Fund $29,069 Anonymous Memorial Fund $17,830
For critical needs in Hampshire County.
J. Guy and Geraldine F. Gaulin
Charitable Fund $28,942 Lyman and Merrie Wood Family Fund $17,740
Public Access Defibrillator Fund $28,714 Adult Basic Education Fund $17,562
To provide knowledge, training, and access to automated For Adult Basic Education students (including beginning
external defibrillators in public places. literacy, GED, or ESL) in the four counties of western MA
pursuing their further educational goals at a college, trade,
Saige Reisler Memorial Fund $28,618
or professional school.
Taitetsu and Alice Unno Charitable Fund $28,150
Anonymous #11 Fund $27,647
26 COMMUNITY FOUNDATION of Western Massachusetts
D ON OR A D VI SE D FUNDS
Holyoke St. Patrick’s Parade Past Hampden Papers, Inc. Charitable Fund $11,043
Grand Marshal’s Fund $17,446 Created by the Fowler family in Holyoke as part of the giving
In support of the Holyoke St. Patrick’s Day Parade. of Hampden Papers, Inc.
Paul Redstone Charitable Fund $17,085 Anonymous #14 Fund $10,931
Warm The Children Fund $16,986 HSR Fund $10,843
To provide warm winter clothes for needy Franklin Fran, Mary, and Kevin Hamel Charitable Fund $10,816
Kurt and Dorothy Hertzfeld Charitable Fund $10,689
Carol and Noel Leary Charitable Fund $16,876
Anonymous #8 Fund $10,569
Anonymous #9 Fund $16,644
Patricia and Raymond Smyke Fund $10,420
Sally and Stephen Wittenberg To support charitable activities important to the donor and
Charitable Fund $16,272 his family, particularly the prevention of the creation of
To benefit education, the arts, and human services. refugees and refugee movements in developing countries,
Pillard-Gonzalez Family Charitable Fund $15,744 and to improve the lives of refugees.
Anonymous #12 Fund $15,669 Evangeline Royall Darity Memorial Student
Amherst Club Community Endowment Fund $15,646 Support Fund $9,978
To benefit charities in Amherst. African American students attending Mount Holyoke
College, Smith College, or the University of
Markham-Nathan Fund for Social Justice $15,611
To serve grassroots social justice and peace groups in
western MA. Donald W. Abel Charitable Fund $9,885
George and Michele Ditomassi Chris and Linda McInerney Charitable Fund $9,800
Charitable Fund $15,194 Feiden Green Fund $9,792
Regensburger Family Fund $14,794 Richard S. Milstein, Esq. Charitable Fund $9,431
Keiser Family Charitable Fund $14,627 Raymond F. Pieczarka Family Fund $9,393
Quinn Family Charitable Fund $14,456 Stebbins Family Charitable Fund $8,297
Meyers Brothers Kalicka, P.C. Charitable Fund $14,431 James and Nina Scott Charitable Fund $8,207
Betsy and Larry Lundy Charitable Fund $14,147 Bond Memorial Fund $8,153
Rev. Kenneth A. Childs Memorial Fund $13,173 Tom and Jane Hazen Charitable Fund $7,681
To support economic justice, education, and Moriarty and Primack Charitable Fund $7,622
Celia and Robert Sullivan, Jr. Family Fund $6,138
Mary and Gordon Wyse Fund $12,984
DeRose Family Charitable Fund $5,900
William R. O’Connell Memorial Fund $12,808 To assist charitable interests and causes, primarily
The Fund for International Capacity Building $12,596 in Hampshire County.
To support organizations which promote the peaceful Anonymous #3 Fund $5,782
resolution of ethnic, racial, or religious conflicts.
William A. Sandri Family Fund $5,612
Harold Seewald Charitable Fund $12,041 To support humanitarian programs.
To support social, creative, and philosophical projects.
Hilltown Trust Fund $4,963
George Hano Charitable Fund $11,862
Hampden Papers Employees’ Charitable Fund $4,904
Scottie and Kent Faerber Charitable Fund $11,585 To support the charitable interests of the employees of
Dinkelaker-Donnelly Family Fund $11,425 Hampden Papers, Inc.
The Fund that J.A.C.K. Built $11,120 Marcia E. Burick Charitable Fund $4,674
To support organizations that benefit women and children. John and Lynne Parsons Fund $3,686
Raymond and Joan Jackson Fund $3,640
COMMUNITY FOUNDATION of Western Massachusetts 27
D ON OR A D V I S E D A ND AG E NC Y FUNDS
The Beveridge Family Foundation, Inc. Fund $2,874 AG E NC Y FUNDS
Dana R. Barrows Family Fund $2,740
Funds established by nonprofit organizations can be
James and Helen Krumsiek Family permanently endowed with principal preserved (agency
Charitable Fund $2,368 endowed), or they can permit distributions of principal
Equity for Life, LLC Charitable Fund $1,889 (agency advised). Agency funds offer to potential donors
J. Lewis Endowment Fund $1,397 the assurance of responsible stewardship, professional
investment, fundraising assistance to the nonprofit
Davies Family Fund $1,122 (including planned giving) and, where desired, the
Carman Family Charitable Foundation Fund $921 long-term preservation of principal.
Fund balances for the following donor advised funds have AGENCY ADVISED
been withheld at the request of the donors who established Unless otherwise noted, the following agency advised funds
the funds: support the work of the organizations names in the fund title:
Anonymous Family Charitable Fund Northampton Education Foundation
Art Angels Fund Endowment Fund $850,006
An anonymous group of women artists/art lovers in the Longmeadow Educational Excellence
Pioneer Valley pooled financial resources to support local art Foundation Fund $609,432
projects that deepen and enrich the artistic life of the region. Easthampton Learning Foundation Fund $482,991
Bayberry Fund Michael E. Smith Endowment for
Charter Oak Fund Excellence in Education $475,861
To support the charitable goals of Charter Oak Insurance To enhance opportunities and experiences for students in
and Financial Services Company. South Hadley public schools.
Cherewatti Family Foundation Fund Smith Vocational-Agricultural High
To support charities in the donors’ areas of interest, in par- School Fund (Scholarship) $238,359
ticular youth programs. Northfield Mount Hermon
Dennis Family Fund Upward Bound Fund $237,254
Doherty Family Charitable Fund Smith Vocational-Agricultural High School
Grais-Greenberg Fund Fund (Unrestricted) $231,652
Jaerna Fund Palmer Public Library Association
Endowment Fund $184,597
For social change and arts funding. Jean Martin Fund for the United ARC of
Franklin and Hampshire Counties $110,945
Robyn Newhouse Charitable Fund
Berkshire Children and Families, Inc. Fund $109,233
Novak Family Charitable Fund
For services to pregnant and parenting young people, and to
Personal/Planetary Healing Fund prevent child abuse and neglect.
To awaken and align personal and planetary healing.
Northampton Education Foundation
The Phoenix Fund Endowment Fund-Florence Savings Bank
Red Fox Fund Fund for Public Education $96,445
Betty Sexton Family Involvement in Literacy Fund Eastern States Exposition Foundation Fund $76,025
To support family involvement in literacy through the East Longmeadow Scholarship
Springfield public schools. Foundation Fund $72,537
Starr Family/Amherst Charitable Fund Clapp Memorial Library Fund $68,299
Lisa Tate Fund
Topal Family Fund
28 COMMUNITY FOUNDATION of Western Massachusetts
AG E N C Y FUNDS
Phyllis Wheat Smith Naturalists’ Fund $68,233 Food Bank of Western Massachusetts Fund $18,317
To support The Naturalists Club in land acquisition, wildlife Bart Gordon Music Fund at the
preservation and rehabilitation, habitat protection, environ- Jackson Street School $17,759
mental education, and promoting an awareness of nature. To provide music opportunities for economically
Louis Beeh Scholarship Fund $67,716 disadvantaged young people.
To support the work of the East Longmeadow Human Resources Unlimited Fund $17,718
WFCR Fund $16,349
Saint Luke’s Greek Orthodox Church Fund $64,086
Friends of the Holyoke Merry-Go-Round,
WGBY/57 Educational Endowment Fund $60,562 Inc. Fund $15,980
Western Massachusetts Epilepsy Martin Luther King, Jr. Community Center
Awareness Fund $56,978 Youth Education Fund $15,964
Reeds Landing Memorial Reserve Fund $53,355 Amherst Committee for A Better Chance
Donald Fletcher Scholarship Fund $50,121 “ABC” Fund $14,761
Northampton Education Foundation Endowment Greater Springfield Senior Services, Inc. Fund $14,408
Fund-Northampton Area Pediatrics Fund $48,245 Ludlow Boys and Girls Club Fund $14,222
East Longmeadow Education Fund $41,618 Holyoke Community College Foundation Fund $13,664
Orange Library Building Fund $38,700 Greenfield Community College
Friends of Hadley Preschool Fund $35,977 Foundation Fund $13,628
Carson Center Fund $33,218 American Macular Degeneration
The Gray House Fund $32,619 Foundation Fund $13,481
The Kestrel Trust Fund $29,461 Young Men’s Christian Association of
To support the protection of forests, fields, farms, and Greater Springfield Youth Development
wetlands from the Mount Holyoke Range to Mount Toby, Endowment Fund $13,138
and from the Connecticut River to the Quabbin Reservoir. Children’s Brighter Future Fund $12,396
Mental Health Association of Greater To support programs at the Child and Family Service of
Springfield, Inc. Fund $29,181 Pioneer Valley, Inc.
Dakin Pioneer Valley Humane Society Fund $25,263 Strong Families-Strong Nation Fund $12,396
To support programs that will enhance communication,
Alice K. Lucey Memorial Fund of United Way
cooperation, and understanding within families of the
Holyoke, South Hadley & Granby, Inc. $22,322
Mount Grace Land Conservation Trust Fund $22,285
Big Brothers/Big Sisters of Franklin
Hatfield Foundation for the Enhancement County Fund $12,389
of Education $22,226
Lathrop Communities, Inc. Fund $11,940
Jessie’s House Fund $22,185
Hampden Library Fund $10,296
Jerome A. Rosenthal and David Sigelman
Rotary Club of Springfield Fund $9,957
Memorial Community Music Fund $20,162
American Lung Association of
Western Massachusetts Legal Services Fund $19,998
Western Massachusetts Fund $8,309
The Dorothy Anne Wheat Naturalists’ Fund $19,821
Janet Feinstein Memorial Fund $6,826
To support The Naturalists Club in open land acquisition and
To provide a foundation for the New England Adolescent
Research Institute, Inc.
Richard Salter Storrs Library
Pioneer Valley Girl Scout Council, Inc. Fund $6,050
Endowment Fund $18,976
Not Bread Alone Fund $5,009
Goodwill Industries Fund $18,330
Bay Path College Fund $4,502
COMMUNITY FOUNDATION of Western Massachusetts 29
AG E N C Y A N D PL A NNE D GI VING FUNDS
Fund balances for the following agency advised funds have Wing Memorial Hospital Fund $24,638
been withheld at the request of the donors who established Longmeadow Educational Excellence
the funds: Foundation Endowment Fund $22,010
ADP Good Neighbor Fund Angela Wright Fund for the Care Center $20,475
Amherst Survival Center Endowment Fund First Congregational Church of Chester Fund $20,433
Harry J. and Norma V. Pierpan High Adventure Sons and Daughters of Hawley
Campership Fund Endowment Fund $19,561
Western MA Council, Inc. Boy Scouts of America Kravetz Endowment Fund for the United
Endowment Fund ARC of Franklin and Hampshire Counties $18,783
Child and Family Service of Pioneer Valley, Inc.
AGENCY ENDOWED Endowment Fund $12,941
Old First Church Fund for the Maintenance New England Wild Flower Society Nasami
of Its Meetinghouse and Organ $678,440 Farm Endowment Fund $12,404
Old First Church Fund for Seniors of Eric Bachrach Endowment Fund for the
Greater Springfield $290,755 Community Music School of Springfield $11,918
Old First Church Fund for the Homeless Karuna Center for Peacebuilding
of Greater Springfield $290,755 Endowment Fund $11,009
Friends of Grandmother’s Garden, Inc. Eastern States Exposition Foundation
Endowment Fund $189,610 Endowment Fund $9,950
Hatfield Education Endowment Fund $70,955 The Association For Community Living
ServiceNet Shelters Endowment Fund $69,179 Endowment Fund $2,915
The Atheneum Society of Wilbraham Fund $66,609
United Way of Hampshire County Fund balances for the following agency designated funds
Endowment Fund $66,050 have been withheld at the request of the donors who
established the funds:
Martha Ludington/Henrietta F. Dexter
Fund for the Children’s Study Home $61,283 Amherst Survival Center Fund
YWCA Fund from Henrietta F. Dexter Trust $57,029 Sisters of Saint Joseph of Springfield Ministry
Community Music School of Springfield
Scholarship Program Fund $41,793 Women’s Fund of Western Massachusetts
Springfield Day Nursery Fund $40,080
Springfield Boys Club/Carew Hill Girls
Club Fund $38,837
PL A NNE D GI VING FUNDS
Glenmeadow Fund $35,226
ServiceNet/Grove Street Inn Endowment Fund $31,758 Planned giving arrangements provide a unique
combination of direct benefits to both charities and
Robert Benedetti Memorial Fund for the
donors, or other beneficiaries, most frequently by
Palmer Public Library $30,277
providing income for life from the funds contributed.
Springfield Girls’ Club Family Center
H. F. Dexter Fund $29,793 Gewanter Family Charitable
Boys and Girls Club of Greater Westfield Remainder Unitrust $1,025,436
Endowment Fund $29,063 To establish a fund to support the charitable interests
Genevieve Emerson and Grace P. Meekins of the donors.
Fund for the MSPCA $27,768 O. I. Stern 1998 Charitable Lead Unitrust $725,576
To support the charitable interests of the donors.
30 COMMUNITY FOUNDATION of Western Massachusetts
PL A N N E D G I V I N G A N D MI S C E L L A NEOU S FUNDS
Anonymous 2005 Charitable Caroline Murphy Charitable Gift Annuity $7,035
Remainder Unitrust $644,104 To benefit the Glenmeadow Fund.
To establish a fund to benefit charities of interest Eleanor B. Rothman Charitable Gift Annuity $6,813
to the donors. To benefit the Congregation B’Nai Israel L’DOR V’DOR
Bernard and Rosemond M. Paine Charitable Endowment Fund.
Remainder Annuity Trust $381,547 Robert C. Smith Charitable Gift Annuity $5,778
To establish a fund to provide scholarships to deserving To benefit the Reeds Landing Fund.
students from the public schools of West Springfield.
Jean vonL. Hayes Charitable Gift Annuity $5,564
Raymond E. Carr Charitable To benefit the Reeds Landing Fund.
Remainder Unitrust $377,329
To benefit the Raymond E. Carr Scholarship Fund.
Fund balances for the following planned giving funds have
Ida and Abram Sudrann Charitable
been withheld at the request of the donors who established
Remainder Unitrust $366,015
To establish a fund to benefit charities in the donors’ areas of
interest, particularly education, social activism, and the arts. Virginia A. Christenson Charitable Gift Annuity
To establish the Christenson Lilly Library Fund.
Priscilla L. Pike Charitable Gift Annuity $149,479
To establish a fund to benefit the First Church of Charles M. Johnson Charitable Gift Annuity
Christ, Northampton. To benefit the Reeds Landing Fund.
Priscilla Carter Charitable Gift Annuity $104,269 Richard W. Martin Charitable Gift Annuity
To benefit a fund to support charities of interest to the donor. To benefit the Reeds Landing Fund.
Beatrice Kelly Charitable Remainder
Annuity Trust $81,217
To establish a fund for the Springfield Boys MI S C E L L A NEOU S FUNDS
and Girls Club, Inc.
John and Paula Gallup Charitable To be flexibly responsive to the broadest interests
Remainder Unitrust $76,955 and objectives of donors, the Community Foundation
To ensure that the donors’ charitable giving will continue to occasionally receives and holds assets subject to
benefit western MA in perpetuity. charitable restrictions unlike those applicable to the
other categories of funds listed above.
Hilltown Endowment Annuity $71,033
To establish a fund to support charitable work in the hilltowns.
DeRose Family Charitable Fund $638,000
Susan W. Lowenstein Charitable
To assist charitable interests and causes, primarily
Remainder Trust $46,107
in Hampshire County.
For permanent support to The Women’s Fund of Western
Massachusetts with preference for women’s reproductive Lynn A. Schwartz Family Charitable Fund $500,000
health programs. To support charities selected by the Distribution Committee
after recommendations by the donor.
The Anonymous 1996 Charitable
Remainder Unitrust $40,010
To establish a fund for addressing critical needs in
John Ptaszek Family Charitable Gift Annuity $21,347
To benefit the John Ptaszek Family Scholarship Fund.
Mary K. McNally Charitable Gift Annuity $12,461
To benefit the Glenmeadow Library Fund.
Willard O. and Elizabeth K. Hale Charitable
Gift Annuity $7,453
To benefit the Reeds Landing Memorial Reserve Fund.
COMMUNITY FOUNDATION of Western Massachusetts 31
Scholarship The Community Foundation’s Scholarship and No-Interest Loan Program
offers a unique service to students in the Pioneer Valley and beyond:
Grants a central place to apply for any of more than 100 scholarship funds.
In FY 2011, a total of 2,113 applicants were considered for scholarships and loans and 1,327
awards were made to 886 individuals, totaling $2.58 million. Decisions regarding scholarship
awards are made by teams of community volunteers and donors or donor representatives.
A total of 86 volunteers and 36 donor representatives participated in the process. Two new
scholarship funds were started, the MacIntyre Family Scholarship and the Springfield Teachers
Club Scholarship. Below are scholarships paid to higher education institutions.
Albany College of Pharmacy $8,000 Daniel Webster College $7,000
Albertus Magnus College $1,000 Davenport University $1,000
Alfred University $2,000 Delaware Valley College $6,400
Allegheny College $1,000 Drexel University $2,000
American International College $120,500 Eastern Connecticut State University $2,000
Anna Maria College $2,000 Eastern Kentucky University $2,000
Antioch New England Graduate School $1,000 Eastern Nazarene College $1,000
Asnuntuck Community Technical College $3,000 Embry Riddle Aeronautical University $4,500
Assumption College $1,500 Emerson College $2,500
Ave Maria School of Law $1,000 Emmanuel College $10,000
Averett University $3,000 Emory University $1,000
Babson College $5,000 Endicott College $5,000
Barnard College $7,500 Fairfield University $12,000
Barry University $1,000 Fitchburg State University $17,950
Bay Path College $43,875 Florida International University $1,000
Becker College $1,000 Fordham University $1,000
Bentley University $22,000 Framingham State University $4,000
Berea College $3,000 Franklin & Marshall College $1,000
Berkshire Community College $2,000 Franklin Pierce College $460
Boston College $8,000 George Washington University $3,000
Boston University $19,100 Gettysburg College $3,000
Brandeis University $1,000 Greenfield Community College $22,660
Branford Hall Career Institute $1,000 Hampshire College $2,000
Bridgewater State College $23,800 Hampton University $1,000
Brown University $500 Harvard Medical School $4,000
Bryan College $1,000 Harvard University $2,000
Bryant University $17,000 Hofstra University $3,800
Cambridge College $1,000 Holyoke Community College $52,300
Castleton State College $2,000 Howard University $1,000
Cedarville University $1,000 International Academy of Design & Technology $1,000
Central Connecticut State University $6,000 Ithaca College $2,000
Champlain College, Inc. $5,000 Johns Hopkins - Bloomberg School of
College of New Rochelle $2,000 Public Health $1,000
College of Our Lady of the Elms $90,300 Johns Hopkins University School of Nursing $1,000
College of the Holy Cross $3,500 Johnson & Wales - North Miami $1,000
Columbia University $7,000 Johnson and Wales University at Providence $10,000
Columbia University College of Physicians Laboratory Institute of Merchandising College $1,000
and Surgeons $1,000 Laselle College $1,000
Cornell University $1,000 Lesley University $6,000
Daemen College $3,500 Loyola University $1,000
32 COMMUNITY FOUNDATION of Western Massachusetts
S C HOL A R SHIP G R A N T S
Macalester College $2,460 Southern New Hampshire University $4,500
Manhattanville College $1,000 Springfield College $29,800
Marymount Manhattan College $3,000 Springfield Technical Community College $58,275
Massachusetts College of Art $1,000 Stanford Law School $1,000
Massachusetts College of Liberal Arts $17,150 Stonehill College $2,200
Massachusetts College of Pharmacy $12,500 Suffolk University $7,000
Massachusetts Institute of Technology $9,000 Suffolk University School of Law $10,000
MGH Institute of Health Professions $1,000 SUNY at Stony Brook $1,000
Middlebury College $1,000 SUNY College of Environmental
Mitchell College $1,000 Science & Forestry $1,000
Mount Holyoke College $22,000 Syracuse University $2,000
Mount Ida College $4,000 Teachers College of Columbia University $2,000
Mount Saint Mary College $1,000 Temple University $12,500
Mount Wachusett Community College $1,000 The New School $1,000
National College $3,800 Trinity College $7,000
New England College $1,000 Tufts University $6,750
New England School of Law $8,000 Unity College of Maine $1,000
New York Theological Seminary $1,000 University of Connecticut $169,000
New York University $5,300 University of Dayton $3,000
Newbury College $2,000 University of Hartford $56,700
Nichols College $11,000 University of Kentucky $6,300
North Carolina State University $4,000 University of Maine, Farmington $7,000
Northeastern University $45,700 University of Maine, Orono $4,500
Norwich University $2,000 University of Massachusetts, Amherst $325,160
Nyack College $2,000 University of Massachusetts, Dartmouth $18,500
Oakwood University $1,000 University of Massachusetts, Lowell $5,500
Oral Roberts University $1,000 University of Massachusetts, Boston $1,250
Otterbein College $1,500 University of Michigan $1,000
Pace University $1,000 University of New Hampshire $2,500
Providence College $10,400 University of New Haven $3,200
Quinnipiac University $12,000 University of Pittsburgh $1,000
Quinnipiac University School of Law $8,000 University of Rhode Island $3,400
Regis College $1,000 University of Texas at Austin $1,000
Rensselaer Polytechnic Institute $6,000 University of Vermont $8,000
Rochester Institute of Technology $1,000 University of Virginia $2,000
Roger Williams University $1,000 University System of New Hampshire $5,000
Sacred Heart University $1,000 Vermont Law School, Inc. $5,000
Saint Anselm College $1,000 Virginia Commonwealth University $3,500
Saint Augustine College $1,000 Virginia State University $1,000
Saint Joseph College $19,000 Wellesley College $1,000
Saint Michael’s College $7,000 Wentworth Institute of Technology $2,000
Salem State College $4,000 Wesleyan University $15,460
Salve Regina University $1,000 Western Kentucky University $1,250
San Jose State University $1,000 Western New England University $95,950
School of the Museum of Fine Arts $4,000 Western New England University School of Law $35,500
Siena College $2,500 Westfield State University $100,000
Simmons College $12,250 Wheaton College $500
Simon’s Rock College of Bard $1,000 Wheelock College $3,000
Skidmore College $5,000 Worcester Polytechnic Institute $20,400
Trustees of the Smith College $7,000 Worcester State University $3,000
Smith College School of Social Work $8,000 Yale University $2,200
Southern Connecticut State University $12,000 Yale University School of Forestry and
Environmental Studies $2,000
COMMUNITY FOUNDATION of Western Massachusetts 33
Competitive The Competitive Grant program awarded $1,607,750 to nonprofit
organizations for projects that benefit the residents of Hampden,
Grant Awards Hampshire, and Franklin counties. The 140 projects funded are as varied
as the needs of our Pioneer Valley residents and included: literacy
programs for children, housing for homeless teens, classical music
performances for the general public, free health services for the
uninsured or the underinsured, land preservation and farming
initiatives, adult basic education programs, training and supplies for a
rural ambulance service, building renovations and repairs, and support
services for disabled individuals fleeing domestic violence situations.
About 30 percent of these dollars were allocated for the 5 & Under
Initiative: Access to Opportunity for Children in Poverty (see page 8).
F unds for the Competitive Grant program
come from individuals, bank trusts, private
foundations, unrestricted funds, and donor advised
Board Discretionary Grantmaking Fund
Brendler Family Charitable Fund
The Buxton Charitable Foundation Fund,
funds. The generosity of the donors who established Bank of America, Trustee
these funds allows the Community Foundation to Raymond E. and Mildred G. Clark Foundation Fund,
respond with the maximum amount of flexibility. Bank of America, Trustee
Bank of America Funds Community Grant Making Fund
The Community Foundation’s Distribution Credit Data Services, Inc. Fund
Committee reviews grant applications and makes George H. Empsall Charitable Fund
recommendations on behalf of Bank of America to Kent W. Faerber Fund
award competitive grants from the following funds: Filler Community Fund
Eugene A. Dexter Charitable Fund Franklin Fund #2
Nan and Matilda Heydt Fund Fund for Hampshire and Franklin Counties
The Lochridge-Watkins Charitable Foundation T. Marc Futter Hampshire Arts Endowment Fund
The Valley Charitable Trust Fund Teresa A. Harris Fund
Junior League of Holyoke Fund
Community Foundation Funds and other Juliusz Feigenbaum Fund
Trusts and Foundations Rockwell Keeney, Jr. Charitable Fund
The Distribution Committee recommended Dr. John E. McNally Memorial Fund
competitive grants from the following Community Eleanor and Philip Singleton Endowment Fund
Foundation funds. Some funds have geographic or Albert Steiger Memorial Fund
other restrictions. Roger G. and Jeannie Houston Turgeon Fund
Joan Walker Memorial Fund
5 & Under Initiative Fund Rachel O. Storrs Ware Youth Center, Inc. Fund
Anonymous Memorial Fund William Wells Tapley Fund
Lucy and Bob Atkinson Fund Unrestricted Fund
The Beveridge Family Foundation, Inc. Fund Yale Genton Charitable Fund
34 COMMUNITY FOUNDATION of Western Massachusetts
FY 2011 Grant Award Summary Summary of Grant Awards
Comparing FY11 to Total granted since inception (1991)
Human Services 40% 40 40 %
10 % 11% 12%
Health 7% 10 9%
Arts & Culture 9% 5
Housing & Environment 10% 0
HUMAN ENVIRONMENT HEALTH EDUCATION ARTS &
SERVICES & HOUSING CULTURE
FY 2011 Since Inception (1991)
COM PE T I T I V E G R A N T S
Action Center for College Educational Services Cancer Connection, Inc.
and Scholarship Foundation Relocation Assistance $10,000
College Advising $10,000
Carson Center for Human Services, Inc.
ALANO Club of Springfield, Inc. Kamp for Kids $12,000
Furnace Replacement $5,000
Center for Human Development, Inc.
All Out Adventures, Inc. Adoption Mentoring $6,000
Outdoor Recreation for Seniors $5,000
Center for New Americans
American Farmland Trust Alumni Engagement Initiative $9,000
Farmland Soils Protection $3,700
Children’s Chorus of Springfield
American Friends Service Committee Program Development $15,000
Teen Violence Prevention $4,000
Commonwealth Center for Change, Inc.
American Red Cross, Greater Westfield Chapter Valley Time Trade Program $1,000
Carpet Replacement $3,500
Commonwealth Center for Change, Inc.
Amherst Community Television, Inc. Community Arts Partners Window Art Exhibit $1,000
Teen Media Program $3,000
Community Action of the Franklin Hampshire &
Appalachian Mountain Club North Quabbin Region
Community Engagement $3,000 Science and Math Program for Children $5,000
Arcadia Players, Inc. Community Adolescent Resource and
Marketing and Development $6,000 Education Center
Multi-Disciplinary Arts Program $12,000
Bay State Reading Institute, Inc.
Highland Elementary School Literacy Program $14,000 Community Foundation of Western Massachusetts
Community Leadership Initiative $24,000
Best Buddies Massachusetts
Peer Support for Disabled Youth $5,000 Community Young Men’s Christian Association of
Big Brothers-Big Sisters of Hampden County, Inc.
Aquatic Center Capital Campaign $20,000
Expansion of Community-Based Mentoring $8,000
COMMUNITY FOUNDATION of Western Massachusetts 35
COM PE T I T I V E G R A N T S
Connecticut Aeronautical Historical Association
Science Education Program $6,000
Cooperative Fund of New England
Technical Assistance for Cooperatives $10,000
Criminal Justice Organization of the Hampden
County Sheriff’s Department
Technology Upgrade $10,000
Cutchins Programs for Children and Families, Inc.
Family Counseling and Support $8,000
Drama Studio, Inc.
Leadership Transition $5,000
Dunbar Community Center, Inc.
Academic Assistance Program $10,000
Weston client at work.
Earthdance Creative Living Project, Inc.
Healthy Living Community Program $2,800
Giving Women a Second Chance
Enchanted Circle, Inc.
Theater Arts for Teen Parents
The Food Bank of Western Massachusetts, Inc.
T he Weston Center for Women does more than
give women with a history of substance abuse
or incarceration a second chance, they change
Support for Emergency Food Providers $8,000
lives. Over the past 19 years, they have helped
Franklin County Community Development Corp. more than 265 women to secure employment,
Support for Local Food Programs $12,000 thus securing their future.
Franklin County Community Meals Program, Inc. “The Community Foundation has always responded
Greenfield Community College Food Pantry $6,000 to our needs over the years. Weston wouldn’t
Franklin County DIAL/SELF, Inc. have been able to continue for 19 years without
Teen Housing Project Coordinator $15,000 the support of organizations like the Community
Foundation,” said co-director Eleanor Spring.
Franklin Land Trust, Inc.
Strategic Conservation Plan $6,100 The Community Foundation’s support of their
Friends of Amherst Recreation, Inc. Rehabilitation and Recovery program has enabled
Summer Camp for Children with Special Needs $3,000 the Weston Center for Women to consistently
provide stability for these women who need
Friends of Hampshire County Homeless Individuals, Inc. ongoing assistance. A newly developed database
Information Management System $10,000 is also making it that much easier to keep track of
Friends of the Homeless, Inc. participants and their success.
Worthington House Campus
Capital Campaign, Year 3 $15,000
Frontier Community Access Television
Amateur Video Production $2,000 Glynwood Center, Inc.
Farming Preservation $5,000
Gandara Mental Health Center, Inc.
Technology Upgrade $3,000 Gray House, Inc.
ESL Tutoring $20,000
Girls Incorporated of Holyoke
Teen Mentoring and Tutoring $12,000 Greater Springfield Habitat for Humanity
Gunn Street Home Construction $10,000
36 COMMUNITY FOUNDATION of Western Massachusetts
COM PE T I T I V E G R A N T S
Grow Food Northampton Junior Achievement of Western Massachusetts, Inc.
Northampton Community Farm Career Exploration $5,000
Capital Campaign $5,000
Let’s Get Ready, Inc.
Hampshire Educational Collaborative SAT & College Prep $10,000
Easthampton School Readiness Program $8,000
MAB Community Services, Inc.
Hancock Shaker Village, Inc. Vision Health Program $6,500
Farm Education $4,000
Mass Mentoring Partnership, Inc.
HAP, Inc. Western Massachusetts Expansion $7,000
Website Upgrade, Phase 2 $5,000
Massachusetts Adoption Resource Exchange, Inc.
Heath Historical Society, Inc. Adoptive Parent Education $7,600
Old Town House Roof Restoration $5,000
Massachusetts Audubon Society, Inc.
Highland Ambulance EMS, Inc. Nature Education $2,500
EMT Training and Equipment $2,500
Massachusetts Foundation for the Humanities
Hilltown Community Development Corporation Literature Program for Medical Professionals $2,400
High School Internships $10,000
Massachusetts Society for the Prevention
Hispanic Resources, Inc. of Cruelty to Children
Teatro Vida Youth Performing Arts $6,500 Connecting Families Program $8,000
Hitchcock Center, Inc. Mohawk Trail Concerts, Inc.
Fundraising Plan Implementation $15,000 Chopin Performance $1,500
Holyoke Community Land Trust, Inc. Mohawk Trail Concerts, Inc.
Building Organizational Capacity $7,500 Lament and Dances Performance $1,500
Holyoke Health Center, Inc. Montague Catholic Social Ministries, Inc.
Parent Education $5,000 Language and Cultural Enrichment $8,000
Holyoke Public Library Corp. MotherWoman, Inc.
The Next Hundred Years Capital Campaign $30,000 Database Upgrades $4,500
Holyoke Reach Out and Read, Inc. Museum of Our Industrial Heritage
Book Purchase $3,500 Renovations and Program Expansion $4,000
Homework House, Inc. National Multiple Sclerosis Society –
Tutoring Expansion $9,000 Greater New England Chapter
Human Resources Unlimited Financial Assistance Program $10,000
Fundraising Tools $17,500 New England Wild Flower Society
In My Father’s House Native Plant Education Center, Phase 2 $8,000
Oil Painting for Teens $750 North Amherst Community Farm, Inc.
JELUPA Productions, Inc. Fundraising Assessment $3,000
Youth Acting and Theater Classes $8,500 North Hall Association of Norwich Hill, Inc.
Jewish Geriatric Services, Inc. Upgrades and Safety Improvements $5,000
Van Purchase $12,500 Northampton Academy of Music, Inc. Women’s Work
Jonathan Edwards Meeting House, Inc. Production $2,000
Restoration and Preservation Northfield Mount Hermon School
Capital Campaign, Year 3 $5,000 Upward Bound After School Tutoring $15,000
COMMUNITY FOUNDATION of Western Massachusetts 37
COM PE T I T I V E G R A N T S
Opacum Land Trust
Flynt Quarry Land Preservation $5,000
Partners for a Healthier Community, Inc.
Promise Neighborhood Project Development $25,000
Partners for Youth with Disabilities
Mentoring and Skill Building for Disabled Youth $3,500
Peace Development Fund, Inc.
Workshops for Incarcerated Mothers $5,000
The Performance Project, Inc.
Youth Theater $5,000
Pioneer Valley Assembly of God
Food Pantry Handicap Access Ramp $10,000
Pioneer Valley Ballet Guild
Ballet Introduction for Children $3,500 Take and Eat, Inc.
Pioneer Valley Habitat for Humanity upport from the Community Foundation
Warner Street Home Construction $15,000 helps the Take and Eat program ensure that
Planned Parenthood League of Massachusetts, Inc. seniors in the community receive the most
Health Education $15,000 basic of necessities: a healthy meal. Volunteers
from Take and Eat distribute over 22,500 free
Reach Out and Read, Inc.
meals to homebound elders over the weekends
Book Purchase $12,000
Reader to Reader, Inc.
Funding from the Foundation has enabled
Mentoring Program $7,500
Take and Eat to expand its generosity
Roca, Inc. and commitment to the cities in Franklin,
Springfield Youth Intervention $25,000 Hampshire, and Hampden counties who had
Rural Development, Inc. not yet been able to participate.
Teen Financial Literacy $2,500 “The donations from locals, both edible and
Russian Community Association of Massachusetts, Inc. monetary, have enabled us to keep our costs
Job Readiness $12,500 down and provide fresh, local produce in every
meal, said Executive Director, Reverend Francis
Safe Passage, Inc.
Ryan. “Take and Eat has brought out the best in
Disabled Victim Counseling and Advocacy $15,000
all of us and enabled us to give our best in return.”
South Middlesex Opportunity Council, Inc.
Intake and Case Manager for Open Pantry $20,000
Spring of Hope Church of God in Christ, Inc.
Prevention and Education Services for Teens $10,000
Springfield Library and Museums Association
Springfield Boys and Girls Club, Inc. Dr. Seuss Outreach Program $20,000
After School Education $15,000
Springfield Rescue Mission, Inc.
Springfield Council for Community and Programs for the Homeless $20,000
Cultural Affairs, Inc.
Springfield School Volunteers, Inc.
Robert Lewis Reid Mural Restoration $5,000
Ballroom Dance Project $5,000
Springfield Day Nursery Corporation
Springfield School Volunteers, Inc.
King Street Children’s Center Renovations $20,000
Evaluation System Enhancement $15,000
38 COMMUNITY FOUNDATION of Western Massachusetts
COM PE T I T I V E G R A N T S
Springfield Symphony Orchestra Young Entrepreneurs Society, Inc.
New Percussion Instruments $2,800 Teen Business and Entrepreneurship $5,000
Springfield V.A.C.A., Inc. Youth Action Coalition, Inc.
Family Empowerment Program $20,000 Youth Visual Arts Program $7,500
Stanley Park of Westfield, Inc.
Celebration of Slavic Traditions $2,500
Stavros Center for Independent Living, Inc.
Wheelchair Ramps $10,000
Survival Centers, Inc.
Free Health Clinic $10,000
Take and Eat, Inc.
Weekend Meals for Home Bound Elders $6,000
Tapestry Health Systems, Inc.
Financial Assistance Program for
Transgender Individuals $5,000
Third Sector New England, Inc.
Voices From Inside Writing Workshops
for Incarcerated Women $6,500
Toxics Action Center, Inc.
The Franklin County Community
Zero Waste Campaign $5,800
Trustees of Tufts College
College Assistance for High School Students
University of Massachusetts Foundation, Inc.
T he Franklin County Community Development
Corporation runs an innovative program
that helps local farmers extend their season
Performing Arts Community Outreach Workshops $3,000 by processing and freezing produce, then
Valley Community Development Corporation distributing it to schools, hospitals, and other
Foreclosure Prevention and Counseling $10,000 institutions in the region. A $12,000 grant
from the Community Foundation enabled the
Valley Free Radio, Inc.
CDC to hire a part-time coordinator to work
Program Development $6,000
with local farmers to ensure that supply and
Valley Opportunity Council, Inc. demand match up to minimize waste, as well
Adult Education Support Services $12,000 as coordinate contracts between farmers and
Western Massachusetts Council, Inc., institutions. The goal is for farmers to receive
Boy Scouts of America a fair price while schools and hospitals get
Recruitment $10,000 affordable products.
Western Massachusetts Training Consortium, Inc. John Waite, Executive Director of the Franklin
Education and Employment Resource Program $15,000 County CDC says of the program, “Last year’s
small pilot project received great reviews and
Weston Rehabilitation Associates, Inc.
with the support of the Community Foundation
Rehabilitation and Recovery Program $10,000
we are able to expand it quickly and efficiently
YMCA of Greater Springfield in a sustainable manner so more schools
Camp Weber Amphitheater Renovations $15,000 in Western Massachusetts can serve local
YMCA of Greater Westfield, Inc. vegetables throughout the year.”
Camp Shepard Pool Repairs $20,000
COMMUNITY FOUNDATION of Western Massachusetts 39
Advised and During the 2011 fiscal year, 1,218 grants totaling over
$4.8 million were made to the following 551 charities from
Designated Grants funds designated to support them or on the recommendation
of a fund’s advisors.
110, Inc. $6,208 Archdiocese of Milwaukee $250
A Better Chance, Inc. $1,000 Arise, Inc. $2,780
A. J. Muste Memorial Institute $250 Arizona State University Foundation $100
Abortion Rights Fund of Western Arthritis Foundation, Inc. - Massachusetts Chapter $200
Massachusetts, Inc. $2,000 The Association For Community Living, Inc. $134,427
Academy at Charlemont $3,000 Atheneum Society of Wilbraham, Inc. $2,918
Action Against Hunger USA $10,000 ATTACH $1,000
Action Centered Tutoring Services $1,000 Available Potential Enterprises, LTD. $500
Alaska Community Foundation $1,000 Bangor Theological Seminary $1,258
Allen-Chase Foundation DBA Eaglebrook School $1,000 Barre Center for Buddhist Studies, Inc. $1,400
Alliance for the Mentally Ill of Maryland, Inc. $100 Barrington Stage Company, Inc. $150
Alliance of Orthodox Congregation DBA Bay Path College $16,000
Congregation B’Nai Torah $950 Baystate Health Foundation, Inc. $213,910
Alumni Fund Alumni Assoc. College of Medicine Berea College $150
SUNY Health Science $100
Berkshire Area Health Education Center, Inc. $4,100
Alzheimer’s Association, Massachusetts/
Berkshire Children and Families, Inc.
New Hampshire Chapter $3,600
for the Sidney F. Smith Toy Fund $73,055
Amandla, Inc. $100
The Berkshire Taconic Community Foundation, Inc. $1,000
Amateur Athletic Union of the United States -
BHYC Junior Program Foundation $5,000
Playaz Northeast $27,900
Big Brothers-Big Sisters of Hampden County, Inc. $1,926
America Walks, Inc. $5,000
Billings Forge Community Works, Inc. $500
American Cancer Society, Inc. $11,503
Blessed Sacrament Parish $3,000
American Civil Liberties Union Foundation
of Massachusetts $2,250 Boca Raton Museum of Art, Inc. $1,000
American Civil Liberties Union Foundation, Inc. $1,000 Boothbay Harbor Memorial Library Association $4,000
American Friends Service Committee $5,200 Boothbay Region Land Trust $5,000
American Heart Association, Inc. - Boston Symphony Orchestra, Inc. $100
Northeast Affiliate $5,000 Trustees of Boston University $100
American International College $250 Boy Scouts of America National Council $5,100
American Jewish World Service, Inc. $750 Boys & Girls Club of Greater Holyoke, Inc. $4,584
American Lung Association of Massachusetts, Inc. $100 Boys & Girls Club of Greater Westfield, Inc. $2,200
American Red Cross, Greater Westfield Chapter $1,000 Brightside, Inc. $45,100
American Red Cross, Pioneer Valley Chapter $17,000 Brown University $5,000
Americans for Peace Now, Inc. $800 Bryant University $300
Amherst Cinema Arts Center, Inc. $750 Bureau for Exceptional Children, Inc. $5,100
Amherst College Trustees $2,000 Bushnell Park Foundation $150
Amherst Committee for A Better Chance $3,100 Cancer Care, Inc. $250
Amherst Education Foundation, Inc. $100 Cancer Connection, Inc. $11,250
Amherst Pelham Regional School District $500 Cancer House of Hope, Inc. $1,000
Amnesty International USA, Inc. $1,200 Cardinal Newman High School, Inc. $75,000
Anatolia College $100 CARE $350
Anti-Defamation League $500 Career Transition for Dancers, Inc. $1,500
Antioch College Continuation Corporation $25,000 Carson Center for Human Services, Inc. $1,000
Appalachian Mountain Club $100 Cathedral High School $66,915
40 COMMUNITY FOUNDATION of Western Massachusetts
A D V I S E D A N D DE SIGNAT E D G R A N T S
Catholic Relief Services, Inc. $10,000 Cystic Fibrosis Foundation Headquarters $200
Catholic Schools Foundation, Inc. $10,000 Dakin Pioneer Valley Humane Society, Inc. $16,933
Center for Arms Control and Non-Proliferation $200 Dana Farber Cancer Institute, Inc. $7,950
Center for Constitutional Rights $700 Darfur Rehabilitation Project, Inc. $500
Center for Ecological Technology, Inc. $7,000 Trustees of Dartmouth College $400
Center for Human Development, Inc. $4,450 Dartmouth-Hitchcock Medical Center $20,000
Center for Peace through Culture, Inc. $500 Davis and Elkins College $200
Center for Victims of Torture $200 Deafness Research Foundation $100
Central Asia Institute $850 Trustees of Deerfield Academy $750
Children’s Ashram Fund $200 Digital Divide Data $5,000
Children’s Museum at Holyoke, Inc. $250 Disabled American Veterans Charitable
The Children’s Study Home, Inc. $2,602 Service Trust, Inc. $100
City of Northampton $2,800 Disarm Education Fund $100
City of Springfield $25,900 Doctors Without Borders USA, Inc. $8,450
City of Westfield $1,000 Documentary Educational Resources, Inc. $1,000
Clarke School for the Deaf $9,000 Downey Side, Inc. $1,000
Class Action Network, Inc. $1,500 Drama Studio, Inc. $1,450
Colby Sawyer College $500 Eagle Hill Foundation of Massachusetts, Inc. $5,000
Colgate University Treasurer’s Office $2,000 East Longmeadow Scholarship Foundation $28,650
College of New Rochelle $1,000 East Longmeadow Senior Friendship Club, Inc. $500
Trustees of Columbia University in the Easter Seals Massachusetts, Inc. $500
City of New York $500 Eastern States Exposition Foundation, Inc. $380
Combined Jewish Appeal of Holyoke, Inc. $250 Edwards Church of Northampton $2,000
Commonwealth Center for Change, Inc. $3,300 Elder Vision, Inc. $2,000
Commonwealth Opera, Inc. $9,776 Elephant Sanctuary in Tennessee $750
Community Action of the Franklin Emergency Aid Association, Inc. $300
Hampshire & North Quabbin Region $105,770 Emma Willard School $250
Community Adolescent Resource and Enchanted Circle, Inc. $20,000
Education Center $57,000 Enlace de Familias de Holyoke/
Community Enterprises, Inc. $250 Holyoke Family Network, Inc. $1,000
Community Involved in Sustaining Agriculture, Inc. $1,800 Environmental Defense Fund, Inc. $300
Community Music School of Springfield, Inc. $52,831 Eric Carle Museum of Picture Book Art, Inc. $100
Community United Way of Pioneer Valley, Inc. $30,834 Family Diversity Projects, Inc. $2,400
Community Young Men’s Christian Farm & Wilderness Foundation, Inc. $5,000
Association of Greenfield, MA $335,150 FCNL Education Fund $5,000
Concerned Citizens for Springfield, Inc. $750 Feeding Hills Congregational Church $11,003
Congregation B’nai Israel $3,000 FEEDS, Inc. $3,000
Congregation of the Sisters of Saint Joseph Fellowship Foundation, Inc. $1,250
of Springfield $500
First Baptist Church of Amherst $200
Congregational Church of Holland $6,900
First Church of Christ in Longmeadow $6,490
Connecticut Public Broadcasting, Inc. $2,100
First Church of Christ in Northampton $3,131
Connecticut River Watershed Council, Inc. $5,000
First Congregational Church of Chester Hill $878
Conway Historical Society, Inc. $350
First Congregational Church of South Hadley $10,500
Cooley Dickinson Hospital Health Care Corp. $64,100
Fitchburg State College Foundation, Inc. $250
Cooperative Development Institute $25,000
FOCUS Alternative Learning Center, Inc. $10,000
Cooperative Fund of New England $500
Fonkoze USA $500
Cornell University $5,750
The Food Bank of Western Massachusetts, Inc. $98,250
Covenant House $100
Foodshare, Inc. $100
Creative Thought and Action $500
Trustees of Forbes Library $100
CSR Charitable Foundation, Inc. $250
Forest Park Zoological Society, Inc. $1,000
Cutchins Programs for Children and Families, Inc. $900
COMMUNITY FOUNDATION of Western Massachusetts 41
A D V I S E D A N D DE SIGNAT E D G R A N T S
Fortune Society, Inc. $250 Hartford Stage Company $1,150
Foundation for Community Justice $1,000 President and Fellows of Harvard College $250
Foundation for the Study of Independent Hatfield Foundation for the Enhancement
Social Ideas, Inc. $1,000 of Education, Inc. $1,600
Fractured Atlas Productions, Inc. $1,000 Haymarket Peoples Fund, Inc. $300
Francis Ouimet Scholarship Fund, Inc. $250 Heath Agricultural Society, Inc. $15,400
Franklin Area Survival Center, Inc. $8,000 Heath Historical Society, Inc. $5,000
Franklin County Community Development Corp. $20,000 Heifer Project International, Inc. $500
Franklin County Home Care Corporation $10,000 Heritage Academy Beth Morasha, Inc. $400
Franklin Land Trust, Inc. $6,500 High Rocks Educational Corporation $5,000
Franklin Pierce College $15,000 Hillel: The Foundation for Jewish Campus Life $5,250
Friends of Children, Inc. $29,500 Hilltown Cooperative Charter Public School $3,555
Friends of Hospice House, Inc. DBA Historic Deerfield, Inc. $1,000
The Fisher Home $250 Hitchcock Center, Inc. $10,000
Friends of the Amherst Senior Center $850 The Hockey Project, Inc. $1,000
Friends of the Enfield Senior Center $500 Holy Cross Parish, Holyoke $2,000
Friends of the Holyoke Council on Aging, Inc. $5,250 Holy Name Parish, Springfield $3,706
Friends of the Homeless, Inc. $421,934 Holyoke Catholic High School $30,000
Friends of West Springfield Senior Center, Inc. $1,000 Holyoke Civic Symphony Orchestra, Inc. $850
Friends Peace Teams $1,000 Holyoke Community College Foundation, Inc. $16,200
The Fund for Women Artists, Inc. $500 Holyoke Merry-Go-Round, Inc. $350
Gaylord Memorial Library Association $333 Holyoke Public Library Corp. $10,500
Gilbert Hart Library Association $100 Holyoke Reach Out and Read, Inc. $350
Girls Incorporated of Holyoke $5,000 Holyoke Young Men’s Christian Association, Inc. $5,100
Glenmeadow, Inc. $1,450 Hope Community Church $500
God’s Love We Deliver, Inc. $250 Horace Bushnell Memorial Hall Corporation $500
Goodspeed Opera House Foundation, Inc. $100 Hospice of Franklin County, Inc. $10,000
The Grammar School at Somersville, Inc. $5,500 Human Rights Watch $100
Grassroots International $100 Huntington Evangelical Church $1,864
Gray House, Inc. $6,000 International Campaign for Tibet $100
Greater Springfield Habitat for Humanity $100 International Language Institute of MA, Inc. $300
Greater Springfield Senior Services, Inc. $11,100 International Planned Parenthood Federation $150
Greek Orthodox Church of St. Luke $3,000 International Rescue Committee, Inc. $16,000
Green Corps, Inc. $250 Interplast, Inc. $100
Green Northampton $15,970 Jacob’s Pillow Dance Festival, Inc. $2,000
Green River Center, Inc. $200 Jefferson Community College Foundation, Inc. $6,000
Greenfield Community College Foundation, Inc. $93,950 Jewish Community of Amherst, Inc. $856
Greenfield Health Camp, Inc. DBA Jewish Family Service of Western Massachusetts, Inc. $700
Camp Kee-wanee $1,100 Jewish Federation of Western Massachusetts, Inc. $6,100
Greenpeace Fund, Inc. $200 Jewish Geriatric Services, Inc. $900
Greenwood Music Camp, Inc. $3,000 John W. Graham Emergency Shelter Services, Inc. $1,000
Grow Food Northampton $48,100 Johnson Memorial Hospital Development
Habitat for Humanity International, Inc. $500 Fund, Inc. $10,000
Hampden-Wilbraham Regional School District $200 Jones Library, Inc. $100
Hampshire College Trustees $250 Juvenile Diabetes Research Foundation
Hampshire Community United Way $27,736 International $1,000
Hampshire County Jail $14,100 Kagando Mission Hospital Foundation, Inc. US $1,000
Hampshire Regional School District $3,500 Karuna Center for Peacebuilding, Inc. $5,400
Hampshire Regional Young Men’s Kestrel Trust $10,700
Christian Association $18,122 Kimball Union Academy $250
L. John Schinelli Renal Assistance Fund, Inc. $10,000
42 COMMUNITY FOUNDATION of Western Massachusetts
A D V I S E D A N D DE SIGNAT E D G R A N T S
Last Chance Ranch $100 Mount Sinai School of Medicine of
Lathrop Community, Inc. $1,531 New York University $100
The Leukemia & Lymphoma Society, Inc. $1,450 Mountain Road School $150
Leverett Craftsmen & Artists Incorporated $1,000 Movin with the Spirit, Inc. $20,000
Levine School of Music, Inc. $250 Museum of Science $2,366
Lilly Library Association $5,100 Music in Deerfield, Inc. $2,000
Link to Libraries, Inc. $1,800 Nantucket Cottage Hospital $1,000
The Literacy Project, Inc. $5,450 Nantucket Historical Association $1,000
Longmeadow Chamber Music Society, Inc. $100 National Center for Learning Disabilities $750
Longmeadow Educational Excellence National Conference for Community and
Foundation, Inc. $6,248 Justice of CT & W. MA, Inc. $11,000
Longmeadow Public Schools $355 National Guild for Community
Loomis Housing Corporation $150 Arts Education, Inc. $10,000
MacDuffie School $120 National Multiple Sclerosis Society,
Greater New England Chapter $5,000
Madison Quakers, Inc. $3,000
National Multiple Sclerosis Society,
Maine Maritime Museum $5,000 Connecticut Chapter $100
Maine Public Broadcasting Corporation $10,000 National Priorities Project $7,500
The Margaret Fitzgerald Grogan Natural Resources Defense Council, Inc. $300
Petersmeyer Foundation, Inc. $1,000
Nature Conservancy of Massachusetts $3,000
Marine Corps University Foundation, Inc. $1,000
Nature Conservancy, Inc. $1,300
Marol Academy $10,000
New Century Theater, Inc. $100
Mary Lyon Education Fund, Inc. $15,946
New England Baptist Hospital $11,000
Massachusetts Audubon Society, Inc. $15,603
New England Coalition on Nuclear Pollution, Inc. $100
Massachusetts Continuing Legal Education, Inc. $2,500
New England Grassroots Environmental Fund, Inc. $1,000
Massachusetts Correctional Legal Services $100
New England Wild Flower Society $500
Massachusetts Eating Disorder Association, Inc. $5,000
New England Yearly Meeting of Friends $500
Massachusetts Foundation for the Humanities $600
New Hingham Regional Elementary School $500
Massachusetts Institute of Technology $400
New Israel Fund $1,300
Massachusetts International Festival of the Arts, Inc. $500
New Pond Foundation, Inc. $10,000
Massachusetts Land League $2,000
The New School $500
Massachusetts Law Reform Institute, Inc. $1,000
New York Public Radio $750
Massachusetts Museum of Contemporary
Art Foundation, Inc. $260 No More Guantanamos, Inc. $350
Massachusetts Society for the Prevention Noble Health Systems, Inc. $32,000
of Cruelty to Animals $1,193 Noble Visiting Nurse and Hospice Services, Inc. $1,200
Mautner Project $100 Nonviolent Peaceforce $1,000
Mazon, Inc. a Jewish Response to Hunger $100 North American Council on Adoptable Children $150
Media Education Foundation, Inc. $100 North Amherst Community Farm, Inc. $1,000
Medical Support Association $100 Northampton Academy of Music, Inc. $1,500
Meekins Library $1,000 Northampton Center for the Arts, Inc. $1,000
Meharry Medical College $500 Northampton Community Music Center, Inc. $4,500
Memorial Sloan-Kettering Cancer Center $250 Northampton Education Foundation, Inc. $12,600
Mercy Corps $500 Northampton Shin Buddhist Sangha $100
Mercy Hospital, Inc. $26,000 Northampton Survival Center, Inc. $37,000
Michael E. Smith Endowment for Northeastern University $1,500
Excellence in Education $20,000 Northfield Mount Hermon School $25,000
Miniature Theatre of Chester, Inc. $125 Online Journalism Project $2,500
Mittineague Congregational Church $1,500 Open Field Foundation, Bramble Hill Farm $15,000
Mohawk Trail Concerts, Inc. $1,500 Open Pantry Community Services, Inc. $1,100
Mosaic Project $100 Our Lady of Mt. Carmel Parish $100
Mount Grace Land Conservation Trust, Inc. $1,000 Out Now, Inc. $1,000
Mount Holyoke College $18,300 Oxfam-America, Inc. $9,100
COMMUNITY FOUNDATION of Western Massachusetts 43
A D V I S E D A N D DE SIGNAT E D G R A N T S
Pacifica Foundation $450 Saint Patrick’s Parade Committee of Holyoke, Inc. $1,000
Pan-Massachusetts Challenge Trust $1,000 The Salvation Army - Divisional Headquarters $5,000
Paris Press, Inc. $2,000 The Salvation Army - Holyoke Corps $250
Parish Cupboard, Inc. $1,000 The Salvation Army - Springfield Corps $5,100
Partners in Health: A Nonprofit Corporation $250 Sandglass Center for Puppetry &
Pathfinder International $20,000 Theater Research Ltd. $2,000
Peace Development Fund, Inc. $2,250 Save the Chimps $750
Peacemaker Community, Inc. $2,000 Scholarship America - Granville-Tolland
The Performance Project, Inc. $1,000 Citizens’ Scholarship Foundation $1,000
Trustees of Phillips Academy $4,000 Schools for Sudan $0
Phillips Exeter Academy $500 ServiceNet, Inc. $1,500
Physicians for Human Rights $12,500 SEVA Foundation $150
Pioneer Valley Habitat for Humanity $2,500 Sevenars Concerts, Inc. $1,500
Pioneer Valley Project, Inc. $10,000 Shelburne Farms $100
Pioneer Valley Regional Ventures Center, Inc. $1,130 The Shriners Hospital for Children - Springfield $21,377
Planned Parenthood Federation of America, Inc. $750 Siena College $2,072
Planned Parenthood League of Massachusetts, Inc. $8,750 Sinai Temple $4,225
PLU, Inc. $500 Smile Train, Inc. $250
Political Research Associates $1,500 Trustees of the Smith College $1,500
Polus Center for Social & Economic Development, Inc. $100 Smith Vocational and Agricultural High School $7,900
Poodle Rescue of New England $500 Snow Farm - The New England
Craft Program, Inc. $14,000
Porter-Phelps-Huntington Foundation, Inc. $4,374
Society for Preservation & Encouragement
Preschool Enrichment Team, Inc. $50,000 of Barbershop Quartet Singing $1,000
Prison Book Program $200 The Society for the Propagation of the Faith $100
Project Renewal, Inc. $2,000 The South Hadley Community Chorus, Inc. $175
Project-13, Inc. $500 South Hadley Historical Society, Inc. $484
Protestant Episcopal Cathedral Foundation Southeast Asia Development Program, Inc. $10,100
of the District of Columbia $500
Spirit In Action $50,000
Providence Ministries for the Needy, Inc. $1,833
Sports Angels, Inc. $5,000
Public Citizen Foundation, Inc. $200
Springfield Boys and Girls Club, Inc. $3,918
Public Higher Education Network of Massachusetts $7,200
Springfield Central High School $613
Puerto Rican Cultural Center, Inc. $200
Springfield College $10,000
Quaker House of Fayetteville, Inc. $300
Springfield Day Nursery Corporation $1,721
ReelRadio, Inc. $250
Springfield Girl’s Club Family Center, Inc. $1,280
Regional Employment Board of
Hampden County, Inc. $19,000 Springfield Jewish Community Center, Inc. $2,960
Rensselaer Polytechnic Institute $2,000 Springfield Library and Museums Association $60,664
Trustees of Reservations $62,200 Springfield Performing Arts Development Corp. $3,064
Resist, Inc. $300 Springfield Public Forum, Inc. $2,450
Richard Salter Storrs Library $1,190 Springfield Public Schools - Kensington
Avenue Magnet School $500
Riverside Industries, Inc. $2,500
Springfield Rescue Mission, Inc. $16,203
Roanoke College $2,500
Springfield School Volunteers, Inc. $3,650
Roca, Inc. $3,000
Springfield Symphony Orchestra $42,760
Roman Catholic Bishop of Springfield,
a Corporation Sole $500 St. Andrew’s by the Sea $100
Roman Catholic Diocese of Springfield $5,900 St. Andrew’s Hospital $10,000
Ronald McDonald House of Springfield Mass., Inc. $2,990 St. Elizabeth Ann Seton Parish $5,100
Rosenberg Fund for Children, Inc. $3,000 St. John’s Lutheran Church $14,486
Rye Country Day School $100 St. Jude Children’s Research Hospital, Inc. $200
Safe Passage, Inc. $3,800 St. Mary’s Parish $1,000
Saint Joseph College Corp. $5,000 St. Michael’s Academy $600
44 COMMUNITY FOUNDATION of Western Massachusetts
A D V I S E D A N D DE SIGNAT E D G R A N T S
St. Patrick Parish $7,000 Urban League of Springfield, Inc. $93,150
St. Paul’s Episcopal Church $969 Valley Community Development Corporation $800
St. Peter and St. Paul Orthodox Church $4,000 Vassar College $13,000
St. Stanislaus School $10,000 Vergennes Congregational Church $2,500
Stanford University Board of Trustees $200 Veterans Education Project, Incorporated $200
Stanley Park of Westfield, Inc. $12,003 Villanova University $500
State of Vermont - Lands and Facilities Trust Fund $500 Visiting Nurse Association & Hospice
Suffield Volunteer Ambulance Association, Inc. $500 of Western New England $1,220
Sufi Order $200 Visual Aid Artists for AIDS Relief $400
Survival Centers, Inc. $101,550 VNA & Hospice of Cooley Dickinson, Inc. $3,800
Susan G. Komen Breast Cancer Foundation, Inc., VNA Health Care, Inc. $250
National Office $100 WAMC $200
Swarthmore College $100 Warren J. Plaut Charitable Trust $1,250
Synthesis Center, Inc. $100 Washington School $150
Tapestry Health Systems, Inc. $1,950 Watertown Public Schools $3,960
Temenos, Inc. $1,000 West Cummington Congregational Church $3,000
Ten Directions, Inc. $500 Western Massachusetts Council, Inc.,
Theater Project, Inc. DBA Majestic Theater $500 Boy Scouts of America $125,624
Theaterworks, Inc. $500 Western Massachusetts Regional
The Therapeutic Equestrian Center, Inc. $100 Library System, Inc. $11,482
Third Sector New England, Inc. $3,200 Western Massachusetts Training Consortium, Inc. $1,000
Tilton Fund, Inc. $8,000 Western New England University $12,660
Top Floor Learning, Inc. $30,000 Westfield Athenaeum $17,600
Town of Agawam $11,003 Westfield State University $500
Town of Montague - RiverCulture $3,000 Trustees of Westminster School, Inc. $2,000
Town of Somers $9,000 WFCR Foundation, Inc. $33,035
Traprock Peace Center, Inc. $500 WGBH Educational Foundation $51,940
Treehouse Foundation, Inc. $58,000 Wheaton College $500
Trusteeship Institute, Inc. $200 Whole Children, Inc. $10,000
Truthout $200 Wilbraham & Monson Academy $80,300
Trustees of Tufts College $200 Willie Ross School for the Deaf, Inc. $900
Twenty First Century Foundation $100 Williston Northampton School $16,000
Two State Young Men’s Christian Association $1,000 Winchester Neighbors Club $1,000
U. S. Committee for Refugees and Immigrants, Inc. $5,000 Wing Memorial Hospital Corporation $1,031
Union Evangelical Church of Heath $1,500 Wistariahurst Museum Association, Inc. $400
Union of Concerned Scientists, Inc. $15,350 WMHT Educational Telecommunications, Inc. $100
Unitarian Society of Northampton and Florence $17,548 Womanshelter Companeras, Inc. $6,500
Unitarian Universalist Service Committee, Inc. $500 Women’s Fund of Western Massachusetts $85,707
United ARC of Franklin and Hampshire Women’s Institute for Leadership
Counties, Inc. $6,600 Development, Inc. $5,000
United for a Fair Economy, Inc. $500 Woodstock Area Jewish Community, Inc. $500
United Negro College Fund, Inc. $400 Worcester Academy $200
United Service Organizations, Inc. $1,000 Worcester County Food Bank, Inc. $200
United States Naval Academy Foundation $27,000 World Vision International $420
United Veterans of America, Inc. $100 Yale University $100
United Way of Franklin County, Inc. $28,000 Yankee Golden Retriever Rescue, Inc. $1,000
University of Chicago $150 Yellow Barn, Inc. $1,200
University of Massachusetts $12,100 YMCA of Greater Springfield $13,450
The UMass Memorial Foundation. Inc. $100 Young Men’s Christian Association
Boothbay Region $5,000
University of Vermont and State
Agricultural College $1,000 Youth Action Coalition, Inc. $2,000
YWCA of Western Massachusetts $4,450
COMMUNITY FOUNDATION of Western Massachusetts 45
2007 2008 2009 2010 2011
Total Assets 1 $125,920,083 $121,829,942 $87,043,263 $ 110,921,086 $118,849,600
Operating Expenses $1,182,578 $1,279,213 $1,425,057 $1,317,525 $1,341,960
Operating Expenses as a
Percentage of Total Assets .9% 1.0% 1.6% 1.2% 1.1%
Contributions $9,787,234 $9,204,346 $8,991,649 $6,933,150 $5,524,529
Grants $7,638,160 $10,105,790 $8,672,804 $7,636,490 $8,901,664
1 Includes trust assets owned by Bank of America for which the Community Foundation provides grantmaking services.
2 Does not include investment management fees.
3 Includes fees received from Bank of America for providing grantmaking services.
4 Includes grants from trust assets owned by Bank of America for which the Community Foundation provides grantmaking services.
Bank of America Trust 21%
Fund Type Planned Giving & Other 2%
Field of Interest 3%
Donor Advised 15%
Agency Advised 4%
Agency Designated 2%
Donor Designated 9%
Distributions FY 2011 Assets by Fund Type FY 2011
No. of Funds Fund Balance
Competitive Unrestricted 26 $19,602,291
(Discretionary) Grants $1,102,950 Donor Advised 175 17,124,124
Bank of America Agency Advised 67 5,161,146
Competitive Grants 487,200 Agency Designated 34 2,437,252
Advised and Donor Designated 50 10,353,760
Designated Grants 5,410,452 Education 116 31,282,403
Field of Interest 25 3,765,085
Scholarships and Loans* 2,480,062 Planned Giving & Other 25 4,928,797
Total $9,480,664 Bank of America Trust 24,194,742
Total 518 $118,849,600
* Includes loans granted of $579,000.
46 COMMUNITY FOUNDATION of Western Massachusetts
F I N A N C I A L HIGHL IGHT S
FY 2011 Investment Commentary Statements of Financial Position
March 31, 2010 and 2011
D espite continued uneven economic recovery
from the “Great Recession” of 2007-2009
characterized by elevated levels of unemployment, Assets
slack demand for goods and services, and Cash and money market funds $ 2,108,973 $ 3,215,197
volatile financial markets, we are pleased to Investments 85,360,997 77,865,388
report our total assets increased by $5.6 million Assets held under charitable trusts 3,656,522 4,367,272
after distributing $9.4 million in grants Contributions receivable, net 245,473 340,609
and scholarships. Note receivable 543,501 543,501
With just over $50 million, our flagship
Loans receivable, net 2,723,346 2,695,418
Global Growth Portfolio returned 12.4% net of
Prepaid expenses 29,453 28,243
management fees in Fiscal Year Ending 2011, and
a steady 6.5% annualized net of management Property and equipment, net 15,222 19,843
fees since inception (12/31/93). The ten-year Total Assets $94,683,487 $89,075,471
performance results places the portfolio at the top
25%, when measured against the Morningstar Liabilities and Net Assets
Moderate Allocation Mutual Fund Universe. Over Liabilities
the past five years the results were 4.4% net of Accounts payable and
management fees compared with the Northern accrued expenses $ 28,631 $ 40,534
Trust Universe for Foundations and Endowment Liability under unitrust agreements 2,771,777 2,709,293
gross of fees return of 4.1%. The Callan Associates Agency funds 5,465,367 5,030,876
median result for Endowments and Foundations Total Liabilities 8,265,775 7,780,703
with assets greater than $100 million gross of fees Net Assets
was 3.9% over the past year. The Global Growth
Unrestricted 25,946,772 24,860,931
Portfolio net of management fees outperformed
Temporarily restricted 55,780,011 51,742,908
the median performance of the Wilshire Median
Permanently restricted 4,690,929 4,690,929
results (Trust Universe Comparison Service - the
most widely accepted benchmark of institutional Total Net Assets 86,417,712 81,294,768
asset performance), by 1.0% annualized over the
past five years. Total Liabilities and Net Assets $94,683,487 $89,075,471
During the past fiscal year investments were
made into The Investment Fund for Foundations
A complete set of audited financial statements is available
Multi-Asset Fund and the HighVista Strategies upon request.
Fund. These investments provide additional
diversification across a full scope of asset classes.
The Investment Committee’s philosophy of
not trying to time markets while insisting on
worldwide diversification of risk continues to serve
the foundation well.
A more complete analysis on the performance
of our five “common” portfolios can be found
in the financial section of our website at
William G. Andrews
Director for Finance and Administration
COMMUNITY FOUNDATION of Western Massachusetts 47
COM M I T T E E S A ND VOLUN T E E R S
Audit and Finance Philanthropic Services Scholarship Reviewers Judith Hanson
Committee Committee Ellen Albano Teresa Harris
Michael Fritz, Chair Dana R. Barrows, Chair Andrea Allen Tynisha Henderson
Carol Campbell Paul D. Boudreau Portia Allen Robert Houle
John G. Gallup Robert S. Cohn April Arcouette Daniel Jock
Lester L. Halpern, Emeritus Stephen A. Davis Robert Atkinson Nathan Johnson
Steven M. Mitus Charles W. DeRose James Ayres Thea Katsounakis
Jay Primack Kelly DeRose Eric Bachrach Stephanie King
Mary Ann Stearns Dianne Fuller Doherty Eleni Bazos Eileen Kirk
William E. Hart Elizabeth Belden Carolynn Laurenza
Distribution Committee Amy Jamrog Sanford Belden Erica Lebel
Irene Rodriguez Martin, Chair George C. Keady, III Laurette Bishop Gisele Litalien
Paul M. Mitus, Vice Chair Molly Keegan Barbara Braem Sue LoBello
David Angier Jay Primack Eileen Bresnahan Jason Maloney
Sanford A. Belden Timothy S. Rice Hillisa Byer Michelle Maloney
Barbara H. Braem Paul Robbins Marisa Castello Maddie Marquez
Vinnie Daboul David Starr Michelle Cayo Lydia Martinez
Paula DesRoberts Special thanks to intern Jamie Chazan Tami Maurice
April Estis-Clark Marcelia Muehlke. Edward Ciosek Michael McKenna
William T. Fisher, Jr. Mary Clayton Jodi McVane
Robert R. Humberston Marketing Advisory Michael Clayton L. Jeffrey Meehan
Ronald Johnson Committee Tracey Coleman Kyngelle Mertilien-Tinson
Robyn A. Newhouse David Starr Kamari Collins Nancy Mirkin
Elizabeth H. Sillin Don Munson Deborah Cook Katherine Mitchell
Ruth Griggs Bernadette Cruz Moira Mitus
Education Committee Paul Robbins Vinnie Daboul Stephen Mitus
Sonia M. Nieto, Chair Janine Fondon Linda Dagradi James O’S. Morton
Andrea Allen Janet Ann DaSilva Matthew Moulrovic
Kamari Collins Project Reviewers Michael DeMaria, III Isolda Ortega-Bustamante
Bernadette Cruz Robert Allen Paula DesRoberts Joseph Paige
Janet Ann DaSilva Amy Caruso Heidi Dufresne Michael Patashnick
Bert Fernández Norma Colaccino Gwendolyn Dupont Lucy Perez
Karin L. George Elizabeth Barker Kelli Dupont Kimberly Perry
Tynisha Henderson Bruce Brown Shirlon Edwards David Pinsky
Thea E. Katsounakis Peter J. Daboul Bert Fernández Brian Renaud
Stephanie King David Eve Jeanne Foster Shane Robitaille
Gisele Litalien Ay Ling Han William Frain Erica Rose
Sue LoBello Herbert Hodos Ellen Freyman Loriann Ruiz
Lydia Martinez Morton Lynn Yvette Frisby Susan Scantlen
Steven M. Mitus Susan B. Magee Lorenzo Gaines Jane Sommer
James O’S. Morton Anna Mancinone John Gallup Michelle Spaziani
Isolda Ortega-Bustamante Kathleen P. Mullin Karin George Alan Stearley
Kimberly Perry Andrew Rothschild Jerry Gibson Andre Stewart
Special thanks to Shederick Carlos L. Santiago Carlton Gill Ralph Tate
McClendon for four years Mary Ann Spencer Tia Godette Jeffrey Trant
of service. Richard E. Spencer, II Daryl Grabowski Beth Ward
Marie M. Stebbins Diane Graham Laurie White
Investment Committee Todd Thomas William Grass Kristen Wing
Richard B. Steele, Jr., Chair John Thorpe Barbara Griffin Angela Wright
Helen D. Blake, Emerita Leonard Von Flatern Julie Hall
Ruth Constantine Sally A. Wittenberg
Stephen A. Davis Margaret F. Woods
Latimer B. Eddy Angela Wright
Mauricia A. Geissler Special thanks to
Mary Ann Spencer Susan Greaney
Ralph S. Tate Tammy Sharif
Special thanks to Spencer Center for Public Policy
Timm for 14 years of service. & Administration,
48 COMMUNITY FOUNDATION of Western Massachusetts
F Y 2 0 1 1 T RU S T E E S OF T HE F OUNDAT ION
Daboul Belden Barrows Constantine Davis Doherty Fritz Hill
Jamrog Keady LoBello Mitus Morton Nieto Ortega-Bustamante Primack
Pura Rice Rodriguez Martin Scott Steele Tate Woods
Carroll Griggs Leary Scheibel Atkinson Fuller Gallup Starr
Peter J. Daboul, Chair Steven M. Mitus Margaret F. Woods
Retired Executive Vice President and Executive Vice President, Balise Motor Owner, Woods Appraisal Group
Chief Information Officer Sales Company
MassMutual Financial Services* James O’S. Morton TRUSTEE EMERITI
Dr. Sanford A. Belden, Vice Chair President and CEO, YMCA of
Retired President and CEO Metropolitan Hartford, Inc. Robert S. Carroll
Community Banking System, Inc.* Retired President
Dr. Sonia M. Nieto Excel Dryer Corporation
Dana R. Barrows Retired Professor of Language, Literacy,
Director of Business & Estate Planning and Culture, School of Education, Alfred L. Griggs
Northwestern Mutual Financial Network University of Massachusetts, Amherst President, A.L. Griggs Industries, Inc.
Ruth Constantine Isolda Ortega-Bustamante Dr. Carol A. Leary
Vice President for Finance & Director of State and Federal Grants President, Bay Path College
Administration, Smith College Holyoke Public Schools Elizabeth D. Scheibel
Stephen A. Davis Jay Primack Retired District Attorney for the
Ventry Industries, LLC Managing Partner, Moriarty Northwestern District*
Dianne Fuller Doherty & Primack, P.C.
Regional Director, Massachusetts Dr. Robert L. Pura CHARTER TRUSTEES
Small Business Development Center President, Greenfield Community College
Robert B. Atkinson
Michael Fritz Timothy S. Rice Senior Partner, Bulkley, Richardson
Retired President, Rugg Building Solutions President, Rice Companies and Gelinas, LLP
Dr. Willie L. Hill Dr. Irene Rodriguez Martin Helen Fuller
Director, University of Massachusetts, Director of Graduate Enrollment and Trustee, Springfield Library and
Amherst Fine Arts Center Continuing Education, Smith College Museums
Amy Jamrog School for Social Work
John G. Gallup
Wealth Management Advisor Mary Ellen Scott Retired CEO, Strathmore
Northwestern Mutual Financial Network President, United Personnel Services Paper Company
George C. Keady Richard B. Steele, Jr. David Starr
Senior Vice President and Branch Managing Member, Longmeadow President, Republican Company
Manager, UBS Wealth Management Capital Partners, LLC
Sue LoBello Ralph Tate
Past Chair, The Food Bank of Western Retired Managing Director of Equities
Massachusetts, Inc. Standish, Ayer & Wood * Member of the Executive Committee
COMMUNITY FOUNDATION of Western Massachusetts 49
Permit No. 967
1500 Main Street
P.O. Box 15769
Springfield, MA 01115
A 501(c)(3) public charity
Printed on recycled paper