Annual Report - Community Foundation of Western Massachusetts

Community Foundation 

of Western Massachusetts 

A n n u a l R e p o r t • A p r i l 1 , 2 0 0 7 t o M a r c h 3 1 , 2 0 0 8

C O N T E N T S 

2 Impact 

4 Promise, Permanence 

6 Legacy Society 

8 Contributors 

17 Commemorative Gifts 

18 Financial Highlights 

21 2008 Investment Committee 

22 Funds of the 


40 Competitive Grant Awards 

46 Donor Advised/Donor 

Designated Grants 

53 Friends and Volunteers 

54 Board of Trustees 

55 Starting a Fund 

60 5 & Under Initiative 

61 Quick Facts 

The Community Foundation 


seeks to enrich the quality of life 

of the people of our region by: 

Encouraging philanthropy. 

Developing a permanent, 

flexible endowment. 

Assessing and responding to 

emerging and changing needs. 

Serving as a resource, 

catalyst, and coordinator for 

charitable activities. 

Promoting efficiency in the 

management of charitable funds. 

Kent W. Faerber 

President and Chief Executive Officer 

Santina Haywood 

Administrative Assistant/Receptionist 

Orlando Isaza 

Senior Program Officer 

Debra Koske 

Fiscal Officer 

Dawn Lapierre 

Education Officer 

Kristin B. Leutz 

Director of Development 

Nancy Reiche, M.S.W. 

Vice President for Programs 

Michael J. Riley 

Chief Financial and Administrative Officer 

Dorothy Theriaque 

Education Associate 

J. Bruce Tingle 

Database and Systems Administrator 

Sheila C. Toto 

Grants Manager 

Maureen Trafford 

Donor Relations Coordinator 

Katie Allan Zobel 

Director of Development 

Ronald P. Weiss, Esq. 

Legal Counsel 

Meyers Brothers Kalicka, P.C. 

Auditors 

Yvette Morneau, C.P.A. 

Accountant 

www.communityfoundation.org

Paul Schnaittacher 

F o r t h e F i s c a l Y e a r 

e n d i n g M a r c h 3 1 , 2 0 0 8 

Gifts received: 

$8.9 million 

New funds established: 

40 

(of which 22 were endowed) 

Scholarships and 

educational loans: 

$2.4 million 

Total amount granted: 

$10.6 million 

Total assets for which the Foundation 

has grantmaking responsibility: 

$122 million 

Dear Friend of the Community Foundation: 

These pages document a record of service to the Pioneer Valley 

that is unique. No other charitable organization has such a broadly 

varied impact throughout the region—on its arts and culture, its 

environmental and historical assets, and its educational, health, 

and human services. 

We are grateful for the opportunity to be the stewards of the funds 

that make this possible. Two aspects of the stewardship of those 

funds are most important to us. 

• Their perpetual dedication to the cause—investing them 

with uncommon skill, not just to generate maximum annual 

distributions, but to preserve them in perpetuity. 

• Their most effective deployment—developing and applying 

the expertise that provides the most benefit for every 

dollar granted. 

The statistics demonstrate the region’s continuing confidence in 

our ability to provide that stewardship. More important, however, 

they are also a measure of the heart of the region, its collective 

ability to care for itself. 

We extend our warmest thanks for this generosity, and look 

forward to continuing to put it to work for another year. 

Kent W. Faerber 

President 

Stephen A. Davis 

Chair, Board of Trustees 

Community Foundation of Western Massachusetts

Impact 

Josephine and E. Herbert Burk 

Josephine and E. Herbert Burk grew up 

on farms in rural Simsbury, Connecticut 

and met in the town’s one-room school 

house. Utterly devoted to each other and 

their family, they were married for nearly 

seventy years. 

Mr. Burk started as a bench machinist 

in 1944, then worked almost forty years 

for Mestek of Westfield (formerly Sterling 

Radiator), retiring as senior vice president 

and director in 1987. He managed his own 

finances until the end of his life when he 

started working with US Trust, Bank of 

America trust officer, Debra Purrington. 

“He was emphatic about putting plans 

in place so that Mrs. Burk would never 

worry about her financial security,” recalls 

Debra. “He postponed making any charitable 

gifts during his lifetime, insisting 

the choice be up to Mrs. Burk.” 

Mrs. Burk’s family, gardening and 

gracious hospitality were the hallmarks 

of her life. She did not have extensive 

experience making major financial 

decisions, when, at the age of 88, she 

was thrust into the decision of a lifetime. 

According to the Burks’ attorney, 


Generous Lives, Lasting Gifts 

Chip Doherty, “She wanted to give away 

$3 million during her lifetime, and we 

encouraged her to complete these gifts in 

2006 for tax reasons. While we knew the 

Community Foundation would be a good 

vehicle to make gifts like this, we were concerned 

that the decision might be overwhelming 

for Mrs. Burk.” After three sleepless nights, 

Mrs. Burk made her decision. She chose 

three institutions important to her and her 

family, reflecting their interests and values. 

Mrs. Burk and her advisors 

looked to the Foundation for assistance 

because it is designed to make 

complex giving easy. Not only was 

Mrs. Burk able to make one gift to 

benefit multiple recipients, each with 

different terms and all with aspects 

to be managed in perpetuity, she also 

was able to use an illiquid asset— 

privately held stock—to fund her 

family’s marvelous legacy. 


With the help of Foundation 

President, Kent 

Faerber, attorneys Liz 

Sillin and Chip Doherty, 

and attorney/trust officer 

Debra Purrington, Mrs. 

Josephine Burk of Westfield 

established three 

funds with an extraordinary 

$3 million gift: a fund to 

provide much needed 

financial resources to the 

Westfield Athenaeum; 

a fund to establish Noble 

Hospital’s new digital 

mammography center; 

and another to provide 

the Regional Employment 

Board with funding to 

encourage and develop 

precision machining 

skills. (From left to right, 

Purrington, Sillin, Doherty, 

and Faerber.) 


Promise 

Betty Smiarowski and her 

daughter Julie celebrate 

Michael’s memory through a 

generous endowed scholarship 

fund in his name. 


Michael Smiarowski’s plans to pursue his 

master’s degree at Carnegie Mellon University 

held enormous promise. A 1996 

Cornell graduate, Michael spent four 

years working as an engineer in Phoenix 

and was ready for his new adventure 

when a car accident took his life. 

In the midst of indescribable grief, 

the Smiarowski family chose to keep 

Michael’s memory alive by helping 

others. They established a permanent 

scholarship fund in Michael’s name that 

provides two awards annually to graduates 

of his alma mater, Turners Falls 

High School. 

According to Michael’s mother, 

“My husband went to NYU for two 

years, but had to return to the family 

farm when his brother went off to war. 

Our children’s education was the realization 

of his dream. When Michael died, 

we wanted to help more people achieve 

their dreams.” 

So far, the Michael A. Smiarowksi 

Scholarship Fund has provided $29,800 

to support the dreams of 14 students, 

and that’s just the beginning. This fund 

is endowed, and will fulfill the promise 

of countless students for generations 

to come. 


Permanence 

Bob and Cynthia Stowe were soul 

mates. Bob was a renaissance man, an 

artist, poet, and minister who dedicated 

his career to helping those in need. 

He also gave time to the Community 

Foundation by serving on its Distribution 

Committee. 

Cynthia was a beloved friend, 

special needs educator, author, and 

school psychologist who volunteered 

for the Literacy Project and the New 

England Learning Center for Women 

in Transition (NELCWIT). 

Bob and Cynthia lived modestly and 

focused on faith, service, and friendship. 

They had a strong vision of what their 

legacy could be. The Foundation helped 

the Stowes plan their legacy during their 

lifetimes and, at their deaths which were 

just a year apart, their estate made a significant 

contribution to the Foundation, 

to establish three unique funds. The 

Foundation will invest and administer 

these funds as a permanent memorial 

to Bob and Cynthia’s inspired lives. 

Bob and Cynthia Stowe chose to establish three 

permanent funds at their deaths to support theological 

seminaries in perpetuity, scholarships for women attending 

Greenfield Community College, and grants to benefit 

programs that reflect Christian faith in action, using the 

Foundation’s competitive grantmaking services. 


After a 41 year teaching career at 

Northampton’s Clarke School for the 

Deaf, Priscilla Pike is helping her community 

as an active member of First 

Church of Northampton. 

When her beloved church announced 

a capital campaign to repair its historic 

meeting house and sanctuary, Priscilla 

wanted to respond generously. At the same 

time, she was concerned about preserving 

her future financial security. 

Her financial advisor, Rob Ostberg, 

suggested working with the Community 

Foundation to meet her goals. He knew 

Priscilla’s appreciated securities were paying 

only modest dividends, and she would 

face a capital gain tax if she were to sell 

these assets to invest them elsewhere or 

make an outright gift to charity. At his 

suggestion, she established the Priscilla L. 

Pike Charitable Gift Annuity. As Priscilla 

explained, “I found out that I could use the 

stock my parents gave to me to produce a 

better stream of income during my lifetime, 

gain tax benefits and, after my lifetime, 

First Church will benefit from my generosity. 

It just made good sense!” 



The Community Foundation is especially grateful to the following persons 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 bring 

succeeding generations of Pioneer Valley residents. 

S. Prestley and Helen Blake 

Mary Lord Brown 

Marcia E. Burick 

Annie Cheatham and Ann Gibson 

Edward M. Clark 

Shera Cohen 

Ruth B. Contrino 

Jill Ker Conway 

Kenneth Cote and Elaine Alonso 

Carol E. Craig 

Deborah A. Driscoll 

Kent and Scottie Faerber 

Jack and Deb Ferriter 

Maurice and Peg Ferriter 

Edward Fleming III and Jane Fleming 

Ian Fraser 

Paula and John Gallup 

Theodore and Norma Gewanter 

Elizabeth Haig 

Willard O. and Elizabeth K. Hale 

Lester and Roberta Halpern 

Teresa A. Harris 

Wilmot and Joan Hastings 

Jean vonL. Hayes 

Virginia Jahn 

Kim Cook and Amy Jamrog 

Charles M. Johnson 

Beatrice Kelly 

Bruce Kurtz 

Edward and Catherine Lamoureux 

Edwin Lepper 

Edward and Shirley Livi 

William Loupinski 

Susan Lowenstein 

Robert Markarian 

Richard W. Martin 

Mary-Lou and Paul Mehrtens 

Richard Milstein 

Steven and Moira Mitus 

William and Susan Monks 

Robert Myers 

Louis F. Oldershaw 

Sally Olmstead 

Priscilla L. Pike 

Cecile Ploran 

John F. Ptaszek, Jr. 

Eleanor Rothman 

Terry and Frances Ryan 

Donald and Patricia Savage 

Barbara Shaffer 

Robert C. Smith 

Gladys B. Sullivan 

Robin C. and Audrey A. Taylor 

Frances A. Townsend 

Caroline Iris Turtle 

Mary E. Tuttle 

Richard and Sandra Wallis 

Robert and Eileen Zewski 

Katie Allan Zobel 

Anonymous (16) 

Individuals may become members 

of the Legacy Society with any of 

the following arrangements: 

• Bequest provision in a will 

• Charitable remainder trust 

• Charitable gift annuity 

• Designation as beneficiary of 

qualified retirement plan assets 

• Gift of life insurance policy 

• Charitable lead trust 

Please let us know if you have made 

similar estate planning arrangements 

so that we may recognize all those 

who support this long-term mission 

of the Community Foundation. 

Call us at 413-732-2858 for more 

information. 


Contributors and Gifts 

It is with enormous gratitude that we recognize the following people who so generously 

supported our community with gifts to the Community Foundation. We salute all of the 1,260 

donors who made generous contributions last year. If you see a friend or neighbor listed here, 

please thank them for doing their part to improve the quality of life in this region and beyond. 

$1,000,000 and above 

Anonymous 

$100,000-999,999 

Dr. and Mrs. Sanford A. Belden 

Brookdale Irrevocable Trust 

Irene E. and George A. Davis Foundation 

Easthampton Learning Foundation 

George H. Empsall Charitable Fund 

Mr. and Mrs. Alfred L. Griggs 

Mr. and Mrs. Frank Hano 

Lochridge-Watkins Charitable 

Foundation, Bank of America Trustee 

Longmeadow Educational Excellence 

Foundation, Inc. 

MassMutual Financial Group 

O’Connell Oil Associates, Inc. 

Ms. Priscilla L. Pike 

Ms. Joan Enid Reeves 

Shearer Realty, LLC 

Peggy and David Starr 

Estate of Robert E. and 

Cynthia Stowe, Jr. 

Survival Centers, Inc. 

Mr. and Mrs. Ralph S. Tate 

Anonymous (3) 

$50,000-99,999 

Lucy and Bob Atkinson 

C & E Barker Charitable Lead 

Annuity Trust 

The Frank Stanley Beveridge 

Foundation, Inc. 

Daily Hampshire Gazette 

Mr. and Mrs. Stephen A. Davis 

Health New England, Inc. 

Mr. and Mrs. William F. K. Monks 

The Naturalists’ Club 

Robyn A. Newhouse, Ph.D. 

Olmstead Family Charitable 

Lead Annuity Trust II 

Warm the Children, Inc. 

Anonymous (3) 

$10,000-49,999 

Barbara H. Braem 

Ms. Judith Carlson 

Carson Center for Human 

Services, Inc. 

The Colvest Group, LTD 

Kit and Tom Dennis 

Mr. George Ditomassi and 

Mrs. Michele Megas-Ditomassi 

The Edwin S. Webster Foundation 

Estate of Marian T. Tesoro Trust 

The Faces of Earth, Inc. 

Mr. and Mrs. Andre Fafard 

Mr. Robert A. Fazzi and 

Ms. Diana M. Buckley 

Barbara and Barry Feiden 

Doug Feiden and Lucette Lagnado 

Karyn Feiden and David Elsasser 

Lisa Feiden 

Wayne Feiden and Denise Green 

Dr. Ann Ferguson 

Florence Savings Bank 

Friends of the Orange 

Public Libraries, Inc. 

Frank Green and Max Shiffman 

John and Patti Green 

Ruth Green 

Walter Green and Margie Crawford 

Mr. and Mrs. Lester L. Halpern 

Employees of Hampden Papers, Inc. 

Hatfield Foundation for the 

Enhancement of Education, Inc. 

Mr. and Mrs. Thomas N. Hazen 

Dr. and Mrs. Raymond T. Jackson 

George and Jackie Keady 

Kestrel Trust 

Mr. Edward F. Kurtz, Jr. 

Mr. and Mrs. George K. Levinger 

Mr. Richard W. Martin 

Mrs. Judy Maunsell and Family 

Mr. and Mrs. Chris McInerney 

Mr. Richard Milstein 

Rick Moriarty Golf Classic 

Northampton Area Pediatrics, LLP 

Peter and Kasia Novak 

Mr. William T. Olmstead 

Dr. and Mrs. John M. Parsons 

Ms. Victoria Pillard 

Nancy and Eric Reeves 

Stanley and Eleanor Rothman 

Ronald and Brenna Sadowsky 

Mr. William A. Sandri 

Lois and Tom Schwab 

Smith College 

Robert C. Smith 

Sons and Daughters of Hawley, Inc. 

Samuel and Cathy Topal 

Carleton and Kathleen Townsend 

Mr. David W. Townsend 

Leslie Townsend 

Mr. Roger Turgeon 

Valley Land Fund, Inc. 

Mr. and Mrs. Robert P. Viarengo 

Westfest, Inc. 

Marisa Labozzetta and Martin Wohl 

Anonymous (6) 

$5,000-9,999 

The Boston Foundation 

Center for Human Development, Inc. 

Ms. Helen Ciejek 

Mr. and Mrs. Stanley Ciejek, Jr. 

The Darfur Foundation 

Reverend John T. Dean 

Mr. and Mrs. Ronald L. Douville 

Duffy-Sullivan Irrevocable Trust 

Easthampton Savings Bank 

Mr. and Mrs. Maurice J. Ferriter 

Friends of the Hampden Free 

Public Library, Inc. 

Friends of the Upward Bound 

Program 

Hampden Papers, Inc. 

Ms. Lynn M. Harlow 

Mr. and Mrs. John Hellweg 

Mr. and Mrs. John M. Keiser 

Mr. and Mrs. Edward A. Livi 

Dr. and Mrs. Laurence E. Lundy 

Captain John W. Maloney 

Memorial Foundation 


C O N T R I B U T O R S A N D G I F T S 

Northampton Cooperative Bank 

Mr. and Mrs. Alan Puccini 

Putnam Scholarship Fund, Inc. 

Dr. Paul Redstone 

Anthony A. Renaud Memorial 

Golf Tournament 

Barry Schechter and 

Kathy Hibshmanin 

Friends of the Tara Sheehan 

Memorial Fund 

Springfield Chamber of Commerce 

Marie M. Stebbins 

Albert Steiger Memorial Fund, Inc. 

Mr. Philip Steiger 

Dr. and Mrs. Stephen Wittenberg 

Woman’s Partnership of Greater 

Springfield Chamber of Commerce 

Anonymous (3) 

$1,000-4,999 

The After School 

Mr. J. Rockwell Allen, CLU, ChFC 

Mr. Douglas J. Amy and 

Ms. Susan E. Rosen 

The Association For Community 

Living, Inc. 

Dr. Michelle Cartier Badalamenti 

and Mr. Anthony E. Badalamenti 

The Bank of Western Massachusetts 

Mr. and Mrs. Dana R. Barrows 

Evan and Kristen Benjamin 

Mr. Marc Berman and 

Ms. Elizabeth H. Stone 

Peter and Elizabeth Bigwood 

Sarah and Woody Bliss 

BlueCross and BlueShield of 

Massachusetts 

Bob and Ann Borawski 

Samuel and Heinke Brendler 

Mr. Phillip A. Bricker and 

Ms. Margi Caplan 

Bruce and Mary Thorpe Brown 

Mr. and Mrs. George E. Cartier 

Joseph Chandler and Family 

Ms. Mary P. Chandler 

Chatham Beech Charitable 

Foundation 

Mr. and Mrs. Daniel Ciejek 

Linda Rigali and James Clayton 

Mr. and Mrs. Michael Clayton 

Ms. Ruth Constantine 

Mr. and Mrs. Peter Daboul 

Dr. and Mrs. Philip J. Dean 

DeLaCour Family Foundation 

Kristin Dardano and Lilibeth Denham 

Ms. Lori Divine-Hudson 

Ms. Marcy Eisenberg 

Susan and Ed Etheredge 

Family Sunshine Fund, Inc. 

Barry S. Feingold and Marci Yoss 

Northampton attorney Shelley Steuer is happy the Community 

Foundation is here to assist her clients. “The Foundation serves so 

many charitable needs; it is usually a ‘win-win’ for the client and their 

charity to work with the Foundation to meet their goals.” According 

to Shelley, when charitable preferences are not yet formed, “It is of 

great comfort to my clients to know that the Community Foundation 

is shepherding the funds and making sure organizations are 

appropriate and worthy.” 

Joel Feldman and Pamela Schwartz 

Mrs. Ann Filler 

Dr. and Mrs. Richard Q. Ford 

Mr. William F. Frain 

Claudia Levin and Daniel Gardner 

Mr. and Mrs. William F. Glavin, Jr. 

Goggins Real Estate 

Dr. William H. Grass 

Ms. Carolyn Gray 

Monica Green and Rich West 

Kenneth Hahn and Sharon Saline 

Thomas Harmon 

William Harmon 

Ms. Anne Heilman 

Ed and Joyce Hough 

Pamela and Jefferson Hunter 

ING 

Ms. Kathleen E. Kamping 

Ms. Frances Gengle Keenan 

Mr. and Mrs. Blake M. Kingsley 

Mr. Caleb Kissling 

Mr. and Mrs. John C. Kivlin 

Mrs. Patricia C. Kraske 

Helen Krumsiek 

Dr. Jennifer Ladd 

Kevin and Sallie Deans Lake 

Mr. Kevin W. Lawson 

Mr. Noel and Dr. Carol Leary 

Gwen Agna and Thomas Marantz 

Masjid Al-Baqi, Inc. 

Patricia McDonagh 

Charles and Rita McInnis-Spencer 

Mary-Lou and Paul Mehrtens 

Michael Vito and Associates, Inc. 

Mr. and Mrs. Hugh Mitchell 

Mt. Tom Companies, Inc. 

David Narkewicz and Yelena Mikich 

Barry and Ellen Nigrosh 

Northampton High School 

Class of 1957 




Northfield Mount Hermon School’s 

Upward Bound Program 

Mr. Robert K. Ostberg, CLU, ChFC 

Dr. and Mrs. Thomas H. Parker 

Employees of Peter Pan Bus Lines, Inc. 

Matthew and Barbara Pitoniak 

Friends of the John D. Powers 

Memorial Fund 

Tim and Elise Rice 

Trish and Kevin Robinson 

Sheron A. Rupp 

Ms. Gladys Rosenthal 

Ms. Elizabeth D. Scheibel and 

Mr. Paul D. Boudreau 

Mr. and Mrs. Joseph M. Schwarz 

Mrs. Stanley Smiarowski 

Mary Ann and Richard Spencer 

Mr. and Mrs. Eric C. Stahl 

Richard and Carol Steele 

Robert and Judith Steinberg 

Shelley Steuer and Jeff Korff 

Friends of the Sudan Aid Fund 

Atty. and Mrs. Frederick L. Sullivan 

Robin C. and Audrey A. Taylor 

Tech Fab 

TGIF Reunion 

Ms. Lucille H. Thibault 

Lee T. Venolia and John W. 

Thoman, Jr. 

Dorothy Nemetz and John Todd 

Mr and Mrs. Richard Wallis 

Nancy Wheeler and Tom Willits 

Women Business Owners Alliance 

of the Pioneer Valley, Inc. 

Mr. and Mrs. Edmund G. Woods 

Anonymous (3) 

$500-999 

Mr. and Mrs. John Adamiak 

The Amherst Club, Inc. 

Associated Builders, Inc. 

Bee-Line Corporation 

Mr. and Mrs. Joseph Blumenthal 

Estate of Elise B. Bradway 

Mr. and Mrs. Carl E. Breyer, Jr. 

Laurence Butler 

Bob and Barbara Carroll 

Mr. and Mrs. G. Donald Chandler, III 

Robert S. and Mary W. Cohn 

Dr. Carol Craig 

Margo Culley 

The Dadz 

Mr. and Mrs. John Davies 

Epstein Financial Services 

Mr. and Mrs. Kent W. Faerber 

Ms. Janet Fraidstern 

Paula and John Gallup 

The Gaudreau Group, Inc. 

Mauricia A. Geissler 

George Thomas Lewis & Co. 

Ms. Gwendolyn Glass 

Dr. Samuel Green and 

Ms. Micky McKinley 

Harold Grinspoon Charitable 

Foundation 

Jane and Paul Hetzel 

Ms. Elaine Holder 

Mr. Michael J. Hurley 

The Jamrog Group 

Matthew Kane and Ann Markes 

Mr. Michael Kane and 

Ms. Marion Van Arsdell 

David and Jodi Kaufman 

Roger Kaufman 

Mr. Michael Korzeniowski 

Mr. and Mrs. James M. Lauzon 

Ms. Virginia Dieckman Lezhnev 

Mrs. Judy Loebel 

Massachusetts Business 

Associates, LLC 

Ms. Mary R. McNally and 

Mr. Monte P. Smith 

Joe and Lillie Miller 

Morris Roofing and Sheet Metal Corp. 

Susan Mosler, MD 

New England Merchants Corporation 

Mr. and Mrs. Richard J. Pinkos 

Sean Power 

Regional Employment Board 

of Hampden County, Inc. 

Nancy Reiche and Thomas Kane 

Mr. and Mrs. Thomas H. Rogér 

Ruby Wines, Inc. 

Mr. and Mrs. George A. Sergentanis 

Mr. and Mrs. Kevin C. Smith 

Thomson Financial Management, Inc. 

Mr. and Mrs. Spencer L. Timm 

United ARC of Franklin and 

Hampshire Counties, Inc. 

Hampshire Community United Way 

Mr. Richard Wagner and 

Dr. Ruth Folchman 

Mr. and Mrs. David K. Weiner 

Kathy Goos and Barry Werth 

Williams Distributing Corporation 

Mr. and Mrs. David F. Woods 

Katie and Chris Zobel 

$100-499 

Ms. Martha Ackelsberg 

Ron Ackerman and Cleo Gorman 

Agawam Public Schools Special 

Services Department 

Ms. Leila N. Ahmed 

Christa and Richard Ahrens 

Alexander W. Borawski, Inc. 

Ms. Alice H. Allen 

Mr. and Mrs. Henry L. Allen 

American Honda Finance Corporation 

American Legion Auxiliary Liberty 

Unit #430 

Mr. Frank W. Anderson and 

Dr. Elaine H. Anderson 

Laura F. Arbeitman, Esq. 

Mr. Mark Arsenault and 

Ms. Carina Wohl 

Mr. and Mrs. Joseph K. Babineau 

Bader Insurance Agency, Inc. 

Mr. and Mrs. George E. Bailey 

Dr. Katharine G. Baker 

Balise Motor Sales Company 

Brent and Carolyn Banulis 

Ms. Jean K. Bartlett 

Dr. Belisa A. Basile 

Ms. Joan T. Basilo 

Lisa Baskin 

Claire Bateman 

Allan Baustin and Barbara Thompson 

Bay Valley Reunion 

Ms. Eleni Bazos 

Mr. and Mrs. Nicholas A. Bazos 

Ms. Angela M. Beecher 

Mr. and Mrs. James Bell 

Ted Belsky 

Ms. Lucy Wilson Benson 

Ms. Joan R. Schaffer and 

Mr. Alan Berkenwald 

Michael G. Bete and Carol 

Wentworth-Bete 

Mr. Jared P. Bielunis and 

Ms. Brianna K. McCool 

Mr. and Mrs. Angelo L. Bilionis, DDS 

Bill’s Tire & Trailer 

Robert and Janet Bissell 

Mr. Norman Bitsoli 

Ms. Louise Blalock 

Mr. William E. Blatch 

Mr. Matthew Blumenfeld and 

Ms. Claudia Canale-Parola 

Mr. Raymond D. Blumenfeld 

Mr. Charles Bonatakis, Sr. 

Mr. Charles M. Bonatakis 

Mr. David R. Bonomi 

Mr. Alden Bourne 

Ken and Rosalie Boutin 

Robert Brandt and Joan 

Swerdlow-Brandt 

Mr. Benjamin Braude and 

Ms. Lois Dubin 

Mr. and Mrs. F. Gorham Brigham, Jr. 

Dr. Peggy R. Brooks 

Mr. and Mrs. Bruce G. Brown 

Brown’s Your Hometown Pet 

and Garden Store 

Mr. Mark D. Brumberg and 

Ms. Donna Lilborn 

Elizabeth Betke and Richard 

Brunswick 

Joanne and Brittany Buckowski 

10 Community Foundation of Western Massachusetts


Mr. and Mrs. Kenneth F. Burgess 

Marcia Burick and Edward McColgan 

Dr. and Mrs. Alan Burstein 

Andy and Carolyn Campbell 

Mr. and Mrs. Brian Campbell 

Mr. George N. Campbell, Jr. 

Mr. Lincoln W. Caplan and 

Ms. Susan L. Carney 

Mr. Vincent Cardillo 

John and Carol Cardinal 

Dr. and Mrs. John P. Carey 

Deborah Carlin and Deborah Fairman 

Mr. Larry J. Carlson and 

Ms. T. Kate Sullivan 

Ms. Gertrude Carney 

Mr. Robert Carney, Jr. 

Mr. and Mrs. James Carr 

Amy and Vincent Caruso 

Center for Extended Care at Amherst 

Century Investment Company 

Mr. and Mrs. Joseph Chandler 

Ms. Kathryn Chandler 

Ken Chase 

Richard and Casey Clark 

Holly and Bob Clarke 

Mr. and Mrs. William J. Cloues 

Mrs. Ralph J. Cocchi 

Mr. and Mrs. David Cohen 

Bill and Brownie Cole 

Connecticut Valley Artesian 

Well Co., Inc. 

Mr. and Mrs. Brian Connery 

Bryan and Michelle Connery 

Todd and Nicole Connery 

Consolidated Health Plans, Inc. 

Mr. and Mrs. Eric R. Cook 

Bill and Margo Cooley 

Jack and Barbara Corcoran 

Ms. Susan F. Crane 

Cub Scout Pack #396 

Ms. Cynthia A. Tucker Curtis 

Dr. and Mrs. Gerald B. Cutting 

D.A. Sullivan & Sons, Inc. 

Mr. Joel Dansky and 

Ms. Nancy Felton 

Tim de Christopher and 

Kathy Pekala Service 

Ms. Jean M. Deliso 

Mr. and Mrs. Paul Denzel 

Mr. and Mrs. Marco DePalma 

Ms. Elizabeth Des Cognets 

Mr. and Mrs. Anthony F. DeSimone, Jr. 

Diane & Co. 

Mr. Timothy J. Diehl and 

Ms. Deborah A. Charren 

Jan and Robin Dizard 

John F. Donahue 

Ms. Lynne Donaldson and 

Dr. Charles Brummer 

Ms. Rose C. Doucet 

Mr. Lawrence R. Douglas and 

Ms. Nancy E. Pick 

Mr. Hans A. Doup and 

Ms. Carol B. Beaver 

Mr. and Mrs. Charles W. Dragon 

Mr. James H. Dreikorn 

Dunbar Community Center, Inc. 

Mr. and Mrs. John A. Eckstein 

Stanley and Dorothy Elkins 

Stephen and Judith Ellenburg 

Mr. Roy A. Emerson 

Emirzian, Mariano & Associates, P.C. 

Mr. William Ennen 

Jerry Epstein and Fran Deutsch 

Ernst Financial Group 

Mr. Carl A. Ersing 

Mr. and Mrs. Steven Esrick 

Esser & Kingston 

Faith Tabernacle Church 

Fathers & Sons, Inc. 

Mr. and Mrs. Jerald Feinland 

Fenway Golf, Inc. 

Bert Fernandez and Elizabeth O’Brien 

Mr. and Mrs. John J. Ferrero 

Jack and Deb Ferriter 

Finck & Perras Insurance Agency, Inc. 

Dottie and Fred Fink 

First Congregational Church 

of Hatfield 

Mr. and Mrs. William F. Fitzgerald 

Dr. Richard B. Flynn 

Dan and Laureen Fontaine 

Mr. Anthony Forzano 

Mr. Timothy H. Fowler 

Mr. and Mrs. Leslie Fraidstern 

Fratar, Kern & Kelly, LLP 

Mr. and Mrs. Michael Fritz 

Mrs. Helen S. Fuller 

Richard and Betsy Gaberman 

Dr. Gregory and Helen Gallivan 

Gaudreau/Fountain Insurance 

Agency, Inc. 

Gregory and Mary Georgiades 

Mr. Raymond J. Gianantoni 

Lucille and Chet Gibbs 

Mr. John L. Gilfoil CLU, ChFC 

Ms. Penny Gill 

Penina and Mickey Glazer 

Ms. Evalyn G. Glickman 

Dr.and Mrs. Steven Goldsher 

Dr. Bruce Goldstein 

Mr. Joseph I. Goldstein 

Mr. George Gombossy and 

Ms. Laura M. Gaston 

Susan Gorman and Family 

Mr. Daryl F. Grabowski 

Mr. and Mrs. Barry Graham 

Mr. and Mrs. Michael J. Graney 

Dr. and Mrs. Albert E. Grass 

Ms. Maureen T. O’Shea and Family 

William and Kathy Green 

Mr. and Mrs. Kent R. Griffiths 

Dr. and Mrs. John E. Griggs 

Larry and Linda Grypp 

The Guardian Life Insurance 

Company of America 

Matthew and Deborah Haas 

Daphne and Stephen Hall 

Hampden Engineering Corporation 

Mr. and Mrs. Michael Hanieski 

Mr. and Mrs. James A. Hardy 

Mr. Robin Harris and 

Ms. Hilary Kornblith 

Hartline, Inc. 

Maureen C. Hayes, Inc. 

Health & Benefit Consultants 

Mr. and Mrs. John Heaps 

Heartsong Yoga Center 

Mr. Hugh D. Heisler and 

Ms. Miriam S. Sadinsky 

Mr. Ira Helfand and 

Dr. Deborah Smith 

Mr. and Mrs. Ervin F. Henault 

Ms. Toni D. Hendrix 

John and Marie Hennessy 

HESS Corporation 

Dr. and Mrs. Willie Hill 

Ms. Gillian U. Hinkson 

Mr. and Mrs. H. Bradford Hoffman 

Ms. Beverly Holmes 

Ms. Helen B. Holmes 

Elizabeth Hopkins 

Ms. Amy B. Horowitz 

Hott and Garey 

Mr. William J. Huber 

Mr. Thomas M. Hughey 

Mr. and Mrs. Converse P. Hunter 

Mr. and Mrs. William Hurd 

The Hurley Family 

Mr. and Mrs. Edward F. Hurley 

Mrs. Estelle M. Hurley 

Dr. and Mrs. Theodore Ingis 

Integrity Development & 

Construction, Inc. 

Irish Cultural Center at Elms College 

Mr. Orlando Isaza and 

Ms. Milagro Isaza-Figueroa 

Italian American War Veterans 

Post 64 

Rabbi Devorah Jacobson and 

Ms. Margaret Mastrangelo 

Ms. Cynthia Jaffe 

Joanne Levin, John Joelson, 

and Sarah Joelson 

Colleen and Jack Johnston 

Mr. John F. Jonas and 

Ms. Sheila Coplan Jonas 

Dr. and Mrs. Emlen H. Jones 

Donald Joralemon and Phoebe Porter 

Ned and Carol Judd 

Community Foundation of Western Massachusetts 11


Mr. and Mrs. Michael G. Kafantaris 

Ms. Kathleen M. Kane 

Mr. and Mrs. Patrick J. Kane, Jr. 

Ricki Kantrowitz and Alex Cohen 

Ms. Venetia A. Karamallis 

Ms. Anita Karcz and 

Ms. Joan Savitsky 

Elaine, Mick, Cindy, and 

Meri Kassanos 

Ms. Dorothy Katsoulis-Phillips 

Mr. Alan M. Katz and 

Ms. Pauline M. Bassett 

Mr. and Mrs. Bradley J. Katz 

Mr. and Mrs. Robert Kay 

Mr. and Mrs. Rockwell Keeney, III 

Mr. and Mrs. Gilbert S. Keteltas 

Sharon, Seong, and Jordan Kim 

Erik P. Kimball and Mary C. Walsh 

Mr. Robert W. King, CLU, ChFC, MSFS 

Kinsley Power Systems 

George and Madeline Knava 

Philip Korman and Nora Israeloff 

Kate Kruckemeyer and Cathy Spath 

Mr. Neil R. Kudler and 

Ms. Nancy Flam 

Mr. and Mrs. Stephen L. Kuhn 

Mr. and Mrs. Saul Kuhr 

Ms. Dorothy La Fleur 

Mr. and Mrs. James O. Lacey 

Mr. Matthew Lally 

Mr. and Mrs. Laurence D. Landry 

Mr. and Mrs. Jesse M. Lanier, Sr. 

Mr. and Mrs. Joseph J. Lawler 

M. Mark Layne Family 

Learning Styles, LLC 

Ms. Caroline F. Lederman 

Ms. Carole J. Lee 

Ms. Judith A. Lelas 

Charles and Sheila Lennon 

Mr. Julius Lester and 

Ms. Milan Sabatini 

Kristin Leutz 

Dr. Joanne Levin 

Mr. Sam Levitt and 

Ms. Ellen Goldsmith 

Mr. Derek Lewis and 

Ms. Rhonda S. Stowell 

Ms. Patricia Lee Lewis and 

Mr. Don Charles Wukasch 

Bruce and Marsha Lieberman 

Susan Silk, Jay, Sam, and Tom Lincoln 

Mr. and Mrs. Alan Lipp 

Dr. Larry A. Litscher 

Mr. and Mrs. Robert F. Little 

Mr. Frank C. Lord and 

Ms. Suzanne M. Hopgood 

Ms. Karen A. Louis 

Mr. James D. Lowenthal and 

Ms. Mary Beth Brooker 

Mr. and Mrs. Arthur M. Lucey 

Moira and Steve Mitus grew up in western Massachusetts, 

graduated from local colleges, and raised their two daughters 

here. They both feel a strong sense of responsibility to give back 

to the community, so they established a scholarship fund in memory 

of Steve’s sister, Christine. They also included the Foundation 

in their wills in order to create another scholarship fund, “By including 

the Foundation in our estate plan, we can give back to our 

community in a permanent way. We are confident that over the 

long term, the Foundation’s method for determining community 

needs and how funds are distributed will stand the test of time.” 

Ludlow Country Club, Inc. 

Women’s Association 

Edward and Sandra Lundrigan 

Mr. and Mrs. Alfred Magee 

Mr. and Mrs. William E. Mahoney, Jr. 

Ms. Marta Mangan Lev 

Anne Frangus Manitsas 

Mr. Michael J. Maratea 

Mr. G. Todd Marchant 

Marion & Werenski Insurance 

Agency, Inc. 

Marion & Werenski Real Estate 

Agency, Inc. 

Ms. Vanessa Marrero 

Martin Appraisal Company 

Martin Luther King, Jr. Community 

Center, Inc. 

Mr. and Mrs. Richard G. Martin 

Ms. Donna Martocci 

Ms. Judith A. Matt 

Dr. Richard J. Matuszcak 

Maybury Associates, Inc. 

Linda McDermott 

Mr. Michael P. McDermott 

Dr. and Mrs. Paul J. McKenna 

Ms. Cinda S. McKinney 

Mr. John M. McNally 

Mr. and Mrs. James W. Menard 

Ms. Ann Catherine Menninger 

Mr. and Mrs. John Metzidakis 

Mr. and Mrs. John S. Middleton 

MillBrook Benefits and 

Insurance Services, LLC 

Mr. Daniel Miller 

Monson Savings Bank 

Mr. Leonard J. Montanari, CLU 

Ms. Sarah S. Montgomery 

Bill and Joan Morey 

Moriarty & Primack, P.C. 

Mrs. Linda Moriarty and Family 




Mr. and Mrs. Joseph Morse 

Christine, Ronald, and Alexander 

Moustakis-Embry 

Ms. Heidi Knowlton and 

Mr. Tathagata Raja Mukherje 

Mr. Michael A. Muratore 

Ms. Kathleen Murren 

Mr. and Mrs. Michael J. Mushok, Jr. 

N.L. Construction, Inc. 

Merry Nasser 

Mr. Ronald J. Nathan, CLU, ChFC 

National Grid 

Mr. and Mrs. Niel Nielsen 

Professor Sonia M. Nieto 

Mr. Thomas A. O’Hara 

Louis F. Oldershaw, Esq. 

Operating Engineers Local 98 

Ms. Martha Page 

Mr. and Mrs. Jeffrey Paradis 

Ms. Jane Parakilas 

Mr. Robert Parfet and 

Ms. Patricia Mullady 

Mr. Charles V. Parham, Jr. 

Pediatric Dental Associates of 

Greater Springfield 

Mrs. Mary Louise Perkins 

Mr. Christopher H. Perry and 

Ms. Viveca S. Greene 

Mr. and Mrs. Dale E. Peterson 

David and Jackie Pleet 

Christina Plott 

Porter Road Pet Care, Inc. 

Bob and Pat Pouliot 

Mr. William D. Powers 

Mrs. Dorothy J. Pryor 

Mr. William J. Pugliese 

Lisa and Michael Purdue 

Mr. Thomas B. Quarles 

Mr. and Mrs. Victor E. Quillard 

Mr. and Mrs. Irving Quimby 

Stanley Rabinowitz 

Robert S. Raymond, Esq. 

Ms. Karin S. Reath 

Ms. Glenda Reed 

Mr. Kurt Reed 

Reen’s International Motorsports 

Ms. Lola J. Reid 

Dr. Joseph Relkin 

Mr. and Mrs. James C. Reynolds 

Dr. and Mrs. Larry D. Robbins 

Robert Charles Photography 

George and Donna Robideau 

Dora and Frank Robinson 

Molly and Don Robinson 

Rocky’s Ace Hardware 

Ms. Katherine S. Rodolakis 

Michael Rollings 

Mr. and Mrs. Rockwell E. Rookey 

and Family 

Mr. and Mrs. Bruce T. Rose 

Mr. and Mrs. Peter Rose 

Dr. Henry W. Rosenberg and 

Dr. Katherine M. Hicks 

Mr. Emanuel D. Rovithis 

Judy A. Rust 

Mr. Gregory G. Salzman and 

Mrs. Loretta Yarlow-Salzman 

Mr. and Mrs. Theodore Sandquist 

Mr. and Mrs. Frank Sansom, CPA 

Drs. Scannell and Hollinger, Inc. 

Dr. and Mrs. Lawrence S. Schiffman 

Mr. and Mrs. David M. Schimmel 

Mr. and Mrs. Martin F. Schoenemann 

Mary Ellen and Roy Scott 

Dr. Robert and Ms. Norma Sears 

Mr. Russell L. Seelig 

Mr. and Mrs. Joseph J. Semensi, Jr. 

Mr. and Mrs. Thomas W. Senecal 

Ms. Martha A. Shea 

Ms. Kathleen M. Sheehan and 

Ms. Judith S. Graves 

Lucy and Dwight Shepard 

Dr. and Mrs. Arthur Sher 

Sheraton Springfield Hotel 

Mr. and Mrs. Barry Shmookler 

Andrew and Lois Siegel 

Mr. and Mrs. Marc Silver 

Joe Silverman and Karen Beyel 

Mr. Henry E. Simkin and 

Ms. Maxine Stein 

Mr. Andrew Sirulnik and 

Ms. Tamara Kupfer 

Mr. John R. Skar 

Ray Scott Smith, DMD, P.C. 

George and Lena Snook 

Michael and Jennell Sorrell 

Leo Club of South Hadley High School 

Sovereign Bank 

Andrea James and Eric Spangenthal 

Mr. James P. Spinelli, CLU 

Springfield Girl’s Club Family 

Center, Inc. 

Springfield Adult Educational Council 

Square One 

Stamel Stringed Instruments, Inc. 

Patti and Mike Stamm 

Mr. and Mrs. John E. Standen 

Mr. and Mrs. Herbert Stark 

Mrs. Beatrix Stavros 

Mr. Alan J. Stearley 

Mr. and Mrs. Scott M. Stearns, Jr. 

Gregory and Brooke Stebbins 

Mr. and Mrs. Lionel J. Stebbins, Jr. 

Mr. Harold Stratos 

Mr. Edward P. Sunter, Jr. 

Mr. and Mrs. Gregory Szyluk 

Joan Tabachnick and Jane Fleishman 

Ms. Beth A. Tabor Lev 

Ms. Millie Thayer 

René and Susan Thébèrge 

Mr. and Mrs. John H. Themistos 

Mr. and Mrs. Thomas H. Themistos 

Ms. Linda Silva Thompson 

Mr. Todd K. Thompson and 

Ms. Elisha E. Mason 

Tikkun Olam Fund at Congregation 

B’nai Israel 

Maria Idali Torres 

The Townsend Family 

Mrs. Frances A. Townsend 

Ms. Nancy Townsend 

Mr. and Mrs. Richard M. Townsend 

Mr. and Mrs. Brian P. Trelease 

Raymond Trombley Associates 

Mr. and Mrs. Brian Tuohey 

Ann and Jay Turnberg 

Ms. Mary E. Tuttle 

Ms. Ani Tuzman 

Unitarian Universalist Society 

of Westborough 

Mr. and Mrs. Nick Urbinati 

Mr. Thomas Uzar and Dr. Ann W. Roy 

Bob and Cathy Vachula 

Mr. and Mrs. Mark P. Vaclavicek 

Mr. H. Alex Vance, Jr. 

Ms. Patricia A. Vinchesi 

Vinson Associates 

Ms. Elsa C. Vitols 

Mr. and Mrs. Paul B. Voss 

Mr. Christopher M. Watroba 

The Wealth Technology Group 

Mr. and Mrs. Mortimer Weiss 

Attorney and Mrs. Ronald P. Weiss 

Carol Halpern Wernick 

Ms. Dona L. Wheeler 

Laurie J. Whitaker and Family, 

Whitaker Research Services 

Marcus and Joan White 

Mr. Michael P. Williams 

Ms. Ronnie Williams and 

Ms. Suzanne Arnopolin 

Mr. Louis E. Wilson 

Ms. Ariana Labozzetta Wohl 

Ms. Alison E. Wondriska 

Ms. Anne L. Woodhull 

Woodstock Mills Employees 

Angela and Joe Wright 

Meg and Jonathan Wright 

Ms. Rachel Wysoker 

Mr. and Mrs. John C. Young 

Mr. and Mrs. John P. Yount 

YWCA of Western Massachusetts 

Mr. Gene Zeiger 

Dee and George Ziegert 

Dr. Ellen Z. Kaufman 




Gifts through $99 

Mr. E. Wayne Abercrombie and 

Ms. Kayla Werlin 

Mr. Richard Aberman 

Dr. and Mrs. Robert Abrams 

Mr. William H. Abrashkin 

Agawam High School Faculty Club 

Agawam Special Services 

Edward and Joyce Allen 

Mr. and Mrs. David L. Almeida 

Mr. and Mrs. David B. Alpern 

Mr. and Mrs. Marco G. Amato, Jr. 

American Legion Post 325 

Woman’s Auxiliary 

Ms. Adrianne R. Andrews 

Ms. Aliza Ansell 

Mr. and Mrs. Mario D. Arcobello 

John and Ann Arigino 

Ms. Ann Armon 

Mr. Thomas Arnold and 

Ms. Amelia Z. Ender 

Arnold’s Meats, A Division of 

Arnold’s & Eddie’s Foods, Inc. 

Ms. Libby Arny 

Ms. Barbara A. Arrighi 

Mr. and Mrs. Michael J. Ashe, Jr. 

Ms. Jane Aulisio 

Mr. and Mrs. Joseph A. Auth, Jr. 

Babson Capital Management, LLC 

Bacon & Wilson, P.C. 

Ms. Susan R. Bader 

Ms. Judith Anne Bado 

William and Carol Bagshaw 

Ms. Nancy Bair 

Mr. Andrew H. Balder and 

Ms. Cynthia A. Sommer 

Mrs. Janet M. Balicki 

Charlie Barasch and Andrea Gould 

Mr. Emmett C. Barcalow 

Eric and Judy Bascom 

Ms. Elaine J. Baskin 

Bassette Printers, Inc. 

Ms. Joanne M. Beaulieu 

Mr. and Mrs. Richard A. Beebe 

Ms. Laurie J. Bejoian 

Mr. James Benedict 

Mr. and Mrs. Charles E. Benson 

Matthew and Romona Berce 

Mr. and Mrs. Ronald Berenson 

Ms. Cynthia D. Berger 

Ms. Suzanne Bergin 

Rosemary and Larry Bernier 

Ms. Peggy J. Besht 

Ms. Mary Lou Best 

Mr. and Mrs. Gilbert W. Billings 

Ms. Marilyn T. Bishop 

Ms. Barbara L. Black 

Col. and Mrs. Gorham L. 

Black, III, Retired 

Ms. Judith A. Blaustein 

Michael and Carol Bligh 

Mr. Paul G. Bobrowski and 

Ms. Abby I. Cohen 

Mr. and Mrs. Charles Bodhi 

Dan and Sharon Bogan 

Michael Bosworth 

Paul and Pamela Bourbeau 

Mr. John F. Bowe and 

Ms. Pauline Marney 

Mr. and Mrs. John S. Bowman 

Ms. Teresa A. Boyle 

Dr. and Mrs. Martin Broder 

Mr. and Mrs. Maurice R. Brodeur, Jr. 

Mr. Arville M. Brown and 

Mrs. Janet I. Powell-Brown 

Mr. and Mrs. Richard F. Brown 

Ms. Marcia E. Burick 

Ms. Teresa A. Burr 

Calder Overhead Door Co. of 

Massachusetts 

Mr. William A. Caplin, CLU, ChFC 

Mr. and Mrs. Gary E. Carling 

Ms. Kathleen E. Carlson 

Mr. and Mrs. Herbert M. Carpenter 

Carrazza Family of Longmeadow, MA 

Mr. and Mrs. Wayne L. Centore 

Mr. and Mrs. Paul Chandler 

Mr. and Mrs. Allen Chase 

Mr. Kenneth B. Chase 

Mr. and Mrs. Jordan Chatis 

Ms. Audrey Child 

Barbara and Jeffrey Clay 

Ms. Cheri L. Cluff 

Mr. and Mrs. Walter E. Cocchi 

Mr. Edward N. Cohen and 

Mrs. Lynn Marcus-Cohen 

Mr. and Mrs. Joseph D. Cohen 

Mr. and Mrs. Leonard Cohen 

Ms. Shera Cohen 

Frank and Norma Colaccino 

College Advisor of New England, Inc. 

Mr. and Mrs. William L. Collins 

Committee to Elect Domenic J. Sarno 

Congregation of Sisters of 

Saint Joseph of Springfield 

Ms. Linda Connery and 

Ms. Colleen M. Connery 

Mrs. Jacqueline M. Connolly 

Mr. and Mrs. Thomas J. Conway, Jr. 

Ms. Margaret E. Corcoran 

Mr. and Mrs. Norman J. Cote 

Sally Crawford and Jane Porter 

Mr. Stewart E. Creelman, CLU, CFP 

Ms. Eleanor Cress 

Ms. Kim Crossman, CLU, ChFC 

Ms. Barbara A. Crowley 

Larry and Savina Cummings 

Ms. Anne Cuvellier 

Mr. and Mrs. Mark E. Cybulski 

Mr. and Mrs. John H. Daborowski 

Justin David and Judith Wolf 

Mr. and Mrs. Coley Davis, Jr. 

Ms. Judith Davis 

Roger and Janis DeGrandpre 

Joe and Karen De Gray 

Norm and Sandy De Gray 

Ms. Julia L. Demmin 

Ms. Renee Jean Denenfeld 

Marco and Anne De Palma 

Mr. and Mrs. Keith R. Desroches 

Mr. and Mrs. Alfred S. Dimauro 

Mr. and Mrs. Leslie P. Dossett 

James J. Dowd & Sons Insurance 

Agency, Inc. 

Ms. Cecilia A. Dowd 

Ms. Muriel J. Drew 

Ms. Carol Joan Drexler 

Mr. and Mrs. Paul Dubin 

Mr. and Mrs. Michael P. Duffy 

Judi Durham 

Ms. Julie Dwight 

Mr. Richard Earley and 

Mrs. Barbara Scavotto-Earley 

East Longmeadow Animal 

Hospital, Inc. 

Carol Edelstein and Robin Barber 

Les Edinson 

Dianne and Henry Edwards 

Dr. and Mrs. John Egelhofer 

Mr. and Mrs. Steven W. Elek 

Ms. Sara Elkins 

Emerson-Williams School Dress 

Down Day 

Mr. and Mrs. Joseph E. Enderle, Jr. 

Ms. Judith Epstein 

Ms. Alison A. Ernst 

Ms. Maureen Etchells 

Mr. and Mrs. Robert A. Evans 

F. L. Roberts & Company 

Ms. Jodi Falk 

Mr. David Feder and Mrs. Ellen W. 

Kaplan Feder 

Steve and Donna Feldman 

Ms. Pamela Fenwick Butwin 

Mr. David Finkelstein 

Ms. Margaret M. Fisher Krugman 

Ms. L. Hazel Brandrum 

Frank P. Fitzgerald, Esq. 

Mr. and Mrs. Joseph M. Flaherty 

Mr. and Mrs. Richard W. Fleury 

Mr. Liam C. Floyd and 

Ms. Kelly E. Cramer 

Mr. Brendan Flynn 

Mr. Michael Flynn 

Don and Trudy Foster 

Ms. Heide J. Fraley 

Ms. Eleanor M. Fraser 

Mr. Harris M. Freeman and 

Ms. Cathy J. Lerner 



Ms. Adrienne Fulco 

Nicholas A. Fyntrilakis 

Ms. Margaret M. Galvin 

Ms. Marilda L. Gandara 

Ms. Maria M. Gardner 

Mr. and Mrs. Albert Y. Garner 

John Garvey 

Neil Geary and Family 

Eileen and Anthony Giardina 

Christopher and Lynne Gibson 

Mr. and Mrs. Mark F. Gilday 

Mr. and Mrs. Charles Gillies 

Mr. Saul Gladstone 

Ms. Ruth E. Glickman Delisle 

Ms. Sandy Gartenbaum Glynn 

Ms. Jane H. Goldfield 

Mr. and Mrs. Sheldon Goldman 

Nancy and Bruce Goldstein 

Mr. Daniel Gordon and 

Ms. Catherine Epstein 

Dr. Gary Gorman 

Mr. and Mrs. Brian K. Grant 

Ms. Klara P. Grape 

David and Mary Gravel 

Dr. and Mrs. Gerald M. Green 

Mr. R. Alan Green 

Mr. Robert L. Greenberg and 

Ms. Marguerite W. Davol 

Dan and Virginia Greenwald 

Mr. and Mrs. Daniel E. Grenier 

and Family 

Kara Grenier 

Ms. Katherine Grenier 

Mary H. Grimm 

Steven Gross and Diane Kurinsky 

Ms. Joan M. Gruszkowski 

Mr. and Mrs. Haim B. Gunner 

Mr. Francis Guzik and 

Ms. Elizabeth Guzik 

Mr. and Mrs. Walter A. Haggerty, Jr. 

Mr. Samuel Haines 

Ms. Mary H. Hall 

Mr. David Halloran and 

Ms. Antonia Woods 

Mr. and Mrs. Bruce Hambro 

Mr. and Mrs. Barry Hamel 

Mr. Mark Harrington and 

Ms. Michele King 

Ms. Cynthia P. Hartdegen 

Mr. Cedric Hastings and 

Ms. Deborah J. Bradley 

Don and Sheila Healy 

Mr. and Mrs. Gerald D. Healy 

Eric and Yehudit Heller 

Charles and Janet Hemminger 

Ms. Doris T. Henderson 

Mr. and Mrs. Michael I. Henderson 

Mr. Eugene D. Hill and 

Ms. Heidi J. Holder 

Ms. Miriam Hirschhaut 

Ms. Martha F. Hobbes 

Bob and Ethel Holland 

Mr. and Mrs. Robert E. Holmes, Jr. 

Mr. and Mrs. David F. Howland 

Mr. Sterling W. Hubbard 

Terry and Rich Ianello 

Ms. Roberta L. Issler 

Jenny Fleming-Ives and Peter Ives 

J & J Tire and Auto Service, Inc. 

Jack Young Company, Inc. 

Ms. Elise Jackendoff 

Ms. Joyce Jackson 

Mr. and Mrs. Michael Janca 

Amanda and Isadore Jermyn 

Ms. Heather J. Johnson 

Mr. Jay D. Johnson 

Ms. Mary Alicia Johnson 

Cathi Hanauer and Daniel Jones 

Mr. and Mrs. Stanley F. Jorczak 

Ms. Denise R. Jordan 

Mr. and Mrs. Paul A. Joseph 

Mrs. Renee O. Jury 

Mary and Al Kalmbach 

Ms. Joan Kalus 

Mr. David J. Kane 

Mr. and Mrs. Ronald J. Kane 

Mr. and Mrs. Walter R. Kapinos 

Mr. and Mrs. James C. Kapteyn 

Noreen Kavanaugh 

Ms. Kathleen M. Kelley 

Ms. Grace M. Kelly 

Kent Pecoy & Sons Construction, Inc. 

Ms. Grace Kervick 

Mr. Alton King, Jr. 

Ms. Randi Klein 

Mr. and Mrs. Edward M. Kline 

Ms. Joann Kobin 

Ms. Donna Jackson Kohlin 

Mr. and Mrs. Louis R. Kornet 

Mr. Christopher Krueger and 

Ms. Jane G. Bryden 

Ms. Julie Kumble 

Mr. and Mrs. Michael Kuno 

Sue Kurian Flute Repair & Services 

Ms. Dorothea Kuta 

Ms. Marilyn F. Lacerte 

Mr. and Mrs. Arthur L. Lafave 

Mr. and Mrs. Paul A. Landers 

Mr. and Mrs. Aaron Lansky 

Candice and James Lash 

Mr. and Mrs. David Lavigne 

Ms. Sue Leibowitz 

Charles and Carol Libowitz 

Mr. Jarrod Liebel 

Mr. and Mrs. Harry Lindsey 

Mr. Joseph A. Liquori 

Ms. Elizabeth L. Loughran 

Louis Michaelson & Sons Co., Inc. 

Ludlow Linoleum & Carpets, Inc. 

Ms. Vicky Ludwig 

Mr. and Mrs. Robert P. Luhrs 

Ms. Lorraine Lyman 

Mr. and Mrs. Lawrence M. Mackler 

Mr. Neel Madan and 

Ms. Kristen Dahlmann 

Ms. Nancy A. Maglione 

Ms. Katherine Maich 

Mr. Werner Maiwald 

Ms. Lorraine Mangione 

Mrs. Frieda A. Marino 

Ms. Caryn M. Markson 

Mr. Francis J. Maroney and 

Ms. Martha Reavey 

Ms. Ellen Marsh 

Mr. and Mrs. Kevin Martin 

Dr. Richard Martin 

Diane L. Mason Agency 

Lou and Vi Massoia and Family 

Ms. Julie G. Mazo 

Kathryn McArthur 

Mr. Martin J. McDonough 

Barbara M. McGarrah 

Meadows Motor Cars 

Rev. Sonja P. Meidell 

Mr. and Mrs. John Meiklejohn 

Mr. and Mrs. L. Aaron Mendelson 

Mr. and Mrs. Robert Merims 

Sari A. Merrill 

Mr. Henry C. Miksztowicz 

Josh and Davina Miller 

Ms. Nancy J. Miller-Sanborn, CLU 

Mr. William L. Miner 

Mr. Jason Moczulewski and 

Ms. Janine Beaumier 

Gerald and Maryellen Moreau 

Jim and Ronnie Morey 

Mr. J. Eliot B. Moss and 

Ms. Hannah A. Abbott 

Ms. Jennifer Muldrow 

Mr. and Mrs. David D. Mullins 

Mr. and Mrs. William P. Murphy 

Mr. Lawrence P. Murren, Sr. 

Ms. Donna Nahajlo 

Ms. Barbara A. Nichols 

Mr. Stephen S. Nickoski 

Jose and Nilsa Nicole 

Mr. Bruce Nielsen 

Mr. and Mrs. Gary A. Nielsen 

Mr. Scott J. Nielsen and 

Ms. Elinor R. Levine 

Victor and Mary Nielsen 

Noreen, Pat, and Tammy Normand 

Northfield Mount Hermon Upward 

Bound Parents Advisory Council 

Ms. Marjorie G. Nothacker 

Mr. and Mrs. Eric Nystrom 

Mr. and Mrs. William T. Oakley 

Art and Shirley O’Donnell 

Mr. and Mrs. Edward J. O’Leary 

Mr. and Mrs. Deane H. Olmsted 



Mr. Robert O’Neill 

Dr. and Mrs. Henry Oppenheim 

Mr. and Mrs. William M. O’Riordan 

Ms. Phyllis K. Osbourne 

Mr. Robert L. Painter and 

Ms. Nancy Macy 

Mr. and Mrs. Frank J. Paolitto 

Bernadette Parillo 

Mary Parker 

Mr. Joshua E. Perlstein and 

Ms. Anna M. Dolan 

Ms. Annette E. Pfannebecker 

Mr. and Mrs. John E. Pietras 

Pioneer Valley GTO Association 

Pixel & Type, LLC 

Mr. and Mrs. Ronald Poisson 

Mr. and Mrs. Edward B. Poling 

Mr. Howard E. Polonsky and 

Ms. Dee DeGeiso 

Postcards and Prints 

Margaret and Justin Potnick 

Dr. Samuel Potsubay and 

Ms. Susie Taylor Symons 

Mr. and Mrs. John W. Powers 

Ms. Shirley H. Pransky 

Mr. and Mrs. Phillip Prather 

Mr. and Mrs. Thomas L. Prew 

Marietta Pritchard 

Provencher Financial Service 

Mr. and Mrs. Monroe Rabin 

Mr. Tom Raredon and 

Ms. Harriet Brickman 

Ms. Maja Razlog 

Ms. Andrea E. Reber 

Ms. Hannah T. Reeves 

Ms. Meredith L. Reeves 

Mr. and Mrs. Jeffrey B. Reilly 

Ted and Charlotte Reilly 

Nelson and Joan Reopell 

Mr. and Mrs. Joel C. Rinsky 

Mr. and Mrs. Syed Asad M. Rizvi 

Mr. and Mrs. Leonardo Rodriguez 

Ms. Jean F. Rogers 

Mrs. Dorothy A. Rosati 

Mr. and Mrs. Joel E. Rosen 

Mr. and Mrs. Gerald A. Ross 

Mr. and Mrs. Jeffrey P. Roth-Howe 

Ms. Christine M. Santaniello 

Ms. Aliyah Sarro-Schwartz 

Ms. Edith M. Savoie and 

Ms. Patricia Brighton 

Scanlon Insurance Agency, Inc. 

Mr. and Mrs. Lonny C. Schiff 

Ms. Esther Schneier 

Mr. Kenneth Schoen and 

Ms. Jane Trigère 

Bob Schrader and Caren Weiner 

Tiertza-Leah Schwartz 

Ms. Nancy Smith Schwartz 

Ms. Dale Schwarz 

Ms. Kathryn F. Service 

Mr. and Mrs. Eugene M. Sheehan 

Honorable and Mrs. George A. Sheehy 

Eugenia, Amy, and Paula Shulman 

Ms. Risa Silverman 

Ms. Madelyn R. Simon-Allen 

Ms. Linda M. Sinapi 

Ms. Emily H. Sleeper Mekler and 

Ms. Rebekah E. Mekler 

Ms. Carol-Ann Smalley 

Peter Smith, Esq. 

Wylie Smith 

Ms. Vanette Smith 

Ms. Marjorie Sobil 

The Sokol Family 

Paul and Karen Sorrentino 

Mr. and Mrs. James Sotiropoulos 

Mr. William L. Speight 

Brad and Margaret Sperry 

Mr. and Ms. Steven P. Spiegel 

Mr. and Mrs. Irwin Spiegelman 

Mr. and Mrs. William St. George 

Stacy’s Cleaners, Inc. 

Ms. Mary Thompson Steele 

Mr. and Mrs. Melvin S. Steinberg 

Mr Robert Stern and 

Ms. Judith S. Glaser 

Mr. and Mrs. Michael J. Strain 

Warren and Corinne F. Stutts 

Mr. Edward J. Suleski, Sr. 

Ms. Judith A. Suleski 

Ms. Alyce H. Sullivan 

Jeff and Lyn Sullivan 

Bill and Betty Sullivan 

Tommy and Patty Tabb 

Ravya Taghavi and Brian R. Stoffer 

Dr. and Mrs. Harry G. Tapp 

Debra Taylor 

Ms. Paige Thayer 

Bruce and Paula Tingle 

Ms. Pauline Y. Tondreau 

Ms. Jean M. Topolski 

Deb Towsend Ala and K. Townsend 

Mr. Paul C. Trinque and 

Mrs. Jeanne Cyr Trinque 

Mr. Jason Trotta 

Deacon Ted and Elizabeth Tudryn 

Dennis E. Tully, Esq. 

Mr. and Mrs. Gordon Turnbull 

Mr. and Mrs. Stanley F. Ursprung 

Mr. Carlos M. Valdes and 

Ms. Katherine A. Morales 

Mr. and Mrs. Norman J. Van Tassel 

Ms. Susan M. Vandal 

Ms. Joan Vander Vliet 

Mr. Vadim Vatnikov and 

Mrs. Yelena M. Vatnikova 

Mr. and Mrs. Gregory Vennell 

Mrs. Teresa Vercillo 

Mr. Kevin Vestal 

Mr. Richard F. Vida 

Ms. Laura S. Volz 

Elizabeth von Klemperer 

W.F. Young, Inc. 

Mr. and Mrs. Michael P. Walachy 

Mr. and Mrs. Donald F. Walker 

Mr. and Mrs. James Walker 

Scott and Anna Walker 

Libby and Ben Wallace 

Mr. and Mrs. Joseph R. Walt 

Ms. Bettye W. Webb 

Mr. Alan B. Weiner 

Ms. Harriet Weinroth 

Mr. Charles Weinstein 

Mr. and Mrs. Emanuel S. Wenig 

Mr. and Mrs. Lee R. Wenzel 

Ms. Carolyn K. West 

Elizabeth Wexford, Psy.D. 

Ms. Wende Taylor Wheeler 

Mr. and Mrs. Edward Wilczynski, Jr. 

Mr. and Mrs. Robert J. Wiles 

and Family 

Richard and Elizabeth Williams 

Ms. Julia Willis 

Mr. and Mrs. Craig F. Wilson 

Mr. and Mrs. Gregory C. Wilson 

Mr. and Mrs. James M. Wingard 

Mr. and Mrs. Lawrence D. Wishnow 

Mr. and Mrs. Joseph W. Wojcik 

Mr. and Mrs. Craig T. Woodard 

Ms. Mary B. Worthy 

Ms. Davette A. Wright 

Richard and Diane Wright 

Wukasch Foundation 

Attorney and Mrs. John R. Yasi 

Ms. Susan Zarchin 

Ms. Susan Zeiger 

Dorien Miller and Jeffrey Zesiger 

Bob and Eileen Zewski 

George and Dee Zieger 

Mr. Paul T. Zimakas 

Mr. George Zimmerman 

Mr. and Mrs. Elias Zovas 


Other Contributors 

Mr. and Mrs. J. Roger Cherewatti 

Mr. Corwin Greenberg and 

Ms. Parvati Maggie Grais 

Mr. and Mrs. Steven M. Mitus 

Mark and Noreen Tolosky 

James, Reina, Erik, and 

Kyle Van Natta 


Commemorative Gifts 

Commemorative gifts are a unique way to honor or remember an individual or an important 

milestone. It is a privilege for 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 

Priscilla Atherton 

Frank Baran 

Brianna McCool and 

Jared Bielunis’ wedding guests 

Ray and Kay Bressette 

Marcia Burick 

Carie Carter and 

Eden Wofsey’s marriage 

Armand and Deborah DaCruz 

Kent and Scottie Faerber 

Ann Ferguson on the occasion 

of her retirement 

Pamela and Ronald Gebo 

Installation of 

Rabbi Douglas Heifetz 

Ervin F. Henault 

Chester Holda 

Rabbi Devorah Jacobson 

Harold Keenan 

Patricia A. Keenan 

Thomas, Susan, and 

Hilary Keenan 

Michael Kennedy 

Mary McNally 

Jacob Mooney’s Bar Mitzvah 

Mostly Musical for Dafur 

Mary Perkins 80th birthday 

Eric and Nancy Reeves 

Henry Rosenberg 

William Jack Sackrey 

Tom and Lois Schwab 

Meg Seiler 

Father Michael Sitaris 

Angelo Spanos 

Marie Stebbins 

Springfield Central High 

School retirees of 2007 

Penny Tarasuk and 

Kate Rindy’s marriage 

Teens and their children who 

have resided at Life’s Choices 

John and Anita Themistos 

Thomas and Kathy Themistos 

Tom Themistos on the 

occasion of his retirement 

Bob and Fran Townsend’s 

62nd wedding anniversary 

Marty Wohl 

Women’s Studies at 

UMASS Amherst 

Elias Zovas 

In Memory of 

Elias R. Abdallah 

Dorothy Allard 

Frieda Bonatakis 

Susan M. Broh 

Mary Anne Buckley 

Paul Carbone 

Timothy J. Cauley 

John Chandler 

Lizzie Chandler 

Walter Chmielewski 

John Cokotis 

Thomas Connery 

James E. Connolly 

Liliana Cordes 

Nena Cuadra 

George and Rose Daboul 

William and Mary Dean 

Mark Douville 

Charlie Dunitz 

Sandra Eagleton 

Raymond Faginski 

Maury Ferriter 

Marcus Fine 

Kenneth M. Frankel, M.D. 

Nicholas Grass 

Lisa Grenier-Wilgus 

Rose Kafantaris Hallett 

Fran, Mary, and Kevin Hamel 

Theofiles Hanides 

Austin Ripley Harmon 

Rose E. Hathaway 

Marie H. Henry 

Charles Hough 

Harry Karamallis 

Theodore Karamallis 

Alexander N. Kassanos 

Mike Katsoulis 

Thomas M. Keenan 

Ozzy Klate 

M. Mark Layne 

Michael N. Layne 

Helen L. Lewey 

Helen A. Lukasik 

Edward V. Luppi 

William Maunsell 

Irvine Miller 

Cornelius J. Moriarty, Jr. 

Kay Moriarty 

Rick Moriarty’s 60th birthday 

Thomas Moropoulos 

Agnes Moustakis 

Christopher Moustakis 

Virginia Wakelin Oldershaw 

George Parakilas 

Helen Petrakis 

Mary “Connie” Powers 

Albert C. Pryor 

Joan F. Putnam 

Joann Robin 

Jean Rogér’s 30th birthday 

Robert P. Sanborn 

Phyllis Minor Sansom 

L. John Schinelli 

Janice Seeley 

David Sigelman 

Barry Sinawski 

Michael A. Smiarowski 

Stanley Smiarowski 

Stephen Stavros 

Richard A. Stebbins 

Mary Stratos 

Polly Stylianos 

Beverly A. Suleski 

Helen A. Sullivan 

Kenneth G. Sullivan 

Robert Sullivan, Sr. 

Leopold “Terry” Teraspulsky 

Robert Townsend, Jr. 

Robert Townsend, Sr. 

Alma Allen Vincent 

Ruth Wallace 

Richard Watson 

Douglas D. Watt 

Evelyn M. (Bell) Whitaker 

Lisa Wilgus 

Sharon Williams 

Artemis Zazopoulos 


Financial Highlights 

2004 2005 2006 2007 2008 

Total Assets 1 $96,512,635 $101,539,892 $114,259,713 $125,920,083 $121,829,942 

Operating Expenses 2 $1,055,169 $1,057,632 $1,135,431 $1,182,578 $1,279,213 

Operating Expenses as a 

Percentage of Total Assets 1.1% 1.0% 1.0% .9% 1.0% 

Contributions 3 $5,682,337 $7,125,697 $9,845,805 $9,787,234 $9,204,346 

Grants 4 $7,130,507 $5,341,394 $6,364,073 $7,638,160 $10,105,790 

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; 

excludes student loans. 

Agency Endowed 1% 

Assets by 

Fund Type 

Agency Advised 5% 

Field of Interest 4% 

Planned Giving & Other 8% 

Donor Designated 9% 

Education 33% 

Unrestricted 21% 

Donor Advised 20% 

Distributions 2007-2008 

Assets by Fund Type 

Competitive 

(Discretionary) Grants $956,044 

Bank of America 

Competitive Grants $841,500 

Donor Advised and 

Designated Grants $6,433,244 

Scholarships and Loans* $2,438,002 

Total $10,668,790 

*Includes loans of $563,000. 

No. of Funds 

Fund Balance 

Education 115 $31,987,649 

Donor Advised 176 19,028,427 

Unrestricted 24 19,957,071 

Donor Designated 41 8,978,467 

Planned Giving & Other 32 7,382,969 

Field of Interest 24 3,945,104 

Agency Advised 74 4,882,677 

Agency Endowed 28 1,027,572 

Total 514 $97,189,936 

Bank of America Trust Assets $24,640,006 


F I N A N C I A L H I G H L I G H T S 

Investment Program 

Under the supervision of the Investment Committee 

(see pg 21), the assets of the Community 

Foundation are pooled into a number of diversified 

investment portfolios. Each of these portfolios 

assumes a risk level consistent with the varying 

provisions of each of the charitable funds it holds 

regarding how and when the income and/or principal 

is to be expended. 

The Community Foundation’s primary investment 

goal for funds invested for the long term is 

the generation of maximum, long-term total return 

within levels of risk determined to be prudent by the 

Committee. Such investment is designed to achieve 

the total return necessary to preserve the principal 

of the funds after deductions for expenses, inflation, 

and the distributable amounts prescribed by the 

distribution policy of the Foundation. Ideally, the 

Committee seeks to achieve net returns greater 

than those of a composite benchmark comprised of 

those indices identified by the Committee as most 

appropriate for each portfolio. 

Diversification of investments is one of the 

Committee’s primary strategies for fulfilling the 

Foundation’s responsibilities. Since the selection 

and weighting of asset classes are primary determinants 

of both investment return and volatility, the 

selection of those classes and the allocations among 

them are regularly and carefully considered and 

monitored by the Investment Committee. 

A portfolio consisting mainly of Vanguard 

Group mutual funds and a number of nontraditional 

investment partnerships, and a diversified 

portfolio managed by Bank of America, make 

up about two-thirds of the Community Foundation’s 

assets. Managers of other portfolios, all of which 

serve at the pleasure of the Investment Committee, 

include American Funds, RBC Dain Rauscher and 

Trillium Asset Management Corporation. 

The Committee retains Timothy W. Dempsey 

of DHK Financial Advisors, Inc., Portsmouth, New 

Hampshire, as an independent advisor for help in 

the setting of investment policy, asset allocation, 

performance measurement and benchmarking, and 

the selection of investment managers. 

Copies of the Community Foundation’s Investment 

Policy and Operating Principles are available 

upon request. 

2007-2008 Investment Committee Commentary 

Fiscal year 2008 was a difficult year to achieve 

any significant investment growth. Our Global 

Growth Portfolio, which holds over $44 million 

(the assets of some 75% of the individual charitable 

funds of the Foundation), returned .2% for 

the one-year period, 8.5% for the three years, and 

12.4% for the five years ending March 31st but 

thankfully outperformed both its one and threeyear 

benchmark by 1.3 percentage points, and its 

five-year benchmark by almost one full percentage 

point. Our other common portfolios all matched 

their one, three and five-year benchmarks. In all 

cases, these returns are expressed net of investment 

management fees. 

Our overall investment performance last year 

was severely affected by the significant downturn 

in the worldwide equity markets during the last 

three months of calendar year 2007 and the first 

three months of 2008. Investment gains of over 7% 

for the first six months were virtually eliminated in 

the second half of the year. Thankfully, the crisis in 

the sub-prime bond market did not affect any of our 

portfolios directly to even the slightest degree; however, 

there was no escaping the crisis in confidence 

this caused and the escalating price of energy, both of 

which negatively impacted all investment markets. 

During the year, the Committee continued to 

deploy assets in the Global Growth Portfolio and the 

Bank of America Trust Portfolio to a number of nonpublic 

investment partnerships. As of the end of the 

fiscal year, 11.6% of our Global Growth Portfolio was 

invested in some fourteen private placement alternative 

type investments, including multi-strategy hedge 

funds, venture capital and private equity funds, 


F I N A N C I A L H I G H L I G H T S 

private real estate and natural resource funds, 

and a well diversified mezzanine financing 

partnership. Bank of America, manager of our 

second largest portfolio, also continued to allocate 

to a similarly broad array of alternative 

investment partnerships. As of the end of the 

fiscal year, 8.3% of this portfolio had been allocated 

to this broad asset class to many of the 

same partnerships held by our Global Growth 

Portfolio. Both the Investment Committee and 

the Bank have agreed to set a target allocation to 

these types of investments at 15%, a goal it will 

reach over the next several years. 

Finally, during the past year the Committee 

said farewell to Jay Yoder, a member of 

the Investment Committee since 2001, whose 

relocation to North Carolina fulfilled a lifelong 

dream. Jay’s knowledge, experience, and commitment 

to the mission of the Community Foundation 

were truly invaluable. His counsel will be 

greatly missed. We were extremely fortunate that 

Mauricia Geissler, Amherst College’s director of 

investments, agreed to fill that vacancy. Mauricia 

brings a tremendous wealth of expertise, knowledge 

and experience, and we are all extremely 

grateful that she has agreed to serve the Foundation 

in this manner. 

Statements of Financial Position 

March 31, 2008 and 2007 

Assets 

2008 2007 

Cash and money market funds $2,671,447 $ 3,931,215 

Investments 85,163,521 86,261,968 

Assets held under charitable trusts 5,624,383 5,939,817 

Contributions receivable, net 657,294 788,903 

Note receivable 561,853 596,959 

Loans receivable, net 2,447,666 2,374,641 

Prepaid expenses 28,950 25,453 

Property and equipment, net 34,822 39,240 

Total Assets $97,189,936 $99,958,196 

Liabilities and Net Assets 

Liabilities 

Accrued expenses $18,811 $ 91,960 

Liability under unitrust agreements 3,782,345 3,868,748 

Agency funds 4,972,436 4,005,390 

Total Liabilities 8,773,592 7,966,098 

Net Assets 

Unrestricted 28,329,632 29,654,797 

Temporarily restricted 55,396,308 57,647,555 

Permanently restricted 4,690,404 4,689,746 

Total Net Assets 88,416,344 91,992,098 

Funds Assisted in Grantmaking 

The Community Foundation advises and assists 

in grantmaking, serving as a centralized clearinghouse 

for grant applications, notification of 

awards, distribution of funds, and monitoring 

and evaluation of grants for a number of trust 

funds held by Bank of America. These funds are 

not controlled by the Community Foundation, 

are not included in the audited financial statements, 

and total $24,640,006. 

Total Liabilities and Net Assets $97,189,936 $99,958,196 

A complete set of audited financial statements is available 

upon request. 

Total funds under management or available for 

charitable purposes: $121,829,942. 


2 0 0 8 I n v e s t m e n t C o m m i t t e e 

The Community Foundation is grateful for the assistance of the following expert professionals 

who serve as its Investment Committee and are responsible for the effective and careful 

deployment of its assets. 

Richard B. Steele, Jr., Interim Chair and Trustee 

Managing Member, Longmeadow Capital Partners, LLC 

Mr. Steele formed Longmeadow Capital in 1993, as 

a private equity and venture capital investment firm 

focused on small businesses and has been actively 

involved in all of its principal investments. Prior 

to that, Mr. Steele worked for a private investment 

firm and held several senior management positions. 

Mr. Steele is a graduate of Cornell University and 

has an M.B.A. from the Wharton School at the University 

of Pennsylvania. 

Helen D. Blake, Emerita and Former Trustee 

Philanthropist 

Mrs. Blake is a graduate of Quinnipiac College 

and has a B.S. from Bates College and M.Ed. from 

Springfield College, and completed graduate studies 

in mathematics at Worcester Polytechnic Institute. 

She is president of the Library Foundation of Martin 

County Florida and a trustee of Springfield College. 

Ruth Constantine, Trustee 

Vice President, Finance & Administration, Smith College 

Ms. Constantine joined Smith College in 1991, 

following ten years at Cornell University. She has a 

B.A. from the University of Oregon and an M.B.A. 

from Cornell. She is also a director of the Florence 

Savings Bank and an officer in the National Association 

of College and University Business Officers and 

vice president of its eastern regional association. 

Stephen A. Davis, Trustee 

Principal, Ventry Industries, LLC 

Mr. Davis is the former president and chief operating 

officer of American Saw & Manufacturing, 

Co. He has a B.S. in Business Administration from 

Nichols College and is a trustee of the Irene E. and 

George A. Davis Foundation as well as many other 

local organizations. 

Latimer B. Eddy 

Principal, Latimer B. Eddy, CFP Investment Advisor 

Mr. Eddy is a retired vice president of finance, Stanhome 

Products, Inc. He is a director of the Frank 

Stanley Beveridge Foundation. 


Director of Investments, Amherst College 

Ms. Geissler joined Amherst College in 2003 after 

holding senior investment positions for Lucent Technologies, 

Putnam Investments and SEI Corporation. 

In her present position, she oversees all aspects of the 

$2 billion Amherst College endowment. She holds a 

B.A. in Finance from the University of Wisconsin, and 

is involved in a number of community programs. 

Mary Ann Spencer 

Managing Director, Babson Capital Management, LLC 

Ms. Spencer joined MassMutual/Babson in 1982 

as a private placement analyst. Her current responsibilities 

include managing several leveraged and 

high yield bank loan portfolios. Ms. Spencer has an 

M.B.A. from Babson College and a B.S. from Boston 

College and is a Certified Financial Analyst. 

Ralph S. Tate 

Retired Managing Director, Standish, Ayer & Wood 

Mr. Tate headed all equity related operations for 

Standish, Ayer & Wood. From 1971 until 1990, he 

was president of Aetna Equity Investors and director 

of portfolio management. Mr. Tate holds an M.B.A. 

from Stanford University and a B.A. from Amherst 

College and is a Charter Certified Financial Analyst. 

Spencer L. Timm 

Partner, Morgenthaler Ventures 

Prior to his association with Morgenthaler, Mr. Timm 

spent fifteen years as principal at Franklin Portfolio 

Associates. Prior to that he was vice president and 

director of institutional marketing at State Street 

Bank. He is a graduate of the College of William & 

Mary and served as a trustee and the chair of its 

endowment foundation. He also served as a Captain 

in the United States Army. 


Funds of the Community Foundation 

The following funds have been given to the Community Foundation of Western Massachusetts 

either for the benefit of or by the residents of the Pioneer Valley. They represent the tangible 

conversion of the generosity of the region into an invaluable community resource. Fund values 

as of March 31, 2008. 

n e w f u n d s 

The following 40 new funds were established at the 

Community Foundation of Western Massachusetts 

during the fiscal year ended March 31, 2008. The Foundation 

is grateful for these welcome additions to the 

community resources available to the Pioneer Valley. 

Amherst Survival Center Fund 

Lucy and Bob Atkinson Fund* 

Bayberry Fund 

Luther A. and Evelyn L. Belden Memorial 

Scholarship Fund* 

Barbara Holcomb Braem Scholarship Fund* 

John J. Conway Pine Grove Cemetery Endowment Fund* 

George and Michele Ditomassi Charitable Fund 

Doherty Family Charitable Fund 

George H. Empsall Charitable Fund* 

Feiden Green Fund 

Ann Ferguson Women and Gender Studies 

Scholarship Fund* 

Teresa A. Harris Fund* 

Hatfield Education Endowment Fund* 

The Kestrel Trust Fund 

Loaves and Fishes Fund* 

Longmeadow Educational Excellence Foundation 

Endowment Fund* 

Longmeadow Educational Excellence Foundation Fund 

Richard W. Martin Charitable Gift Annuity 

William T. Maunsell Memorial Scholarship Fund* 

William and Susan Monks Fund for the Arts 

Northampton Bikes Endowment Fund* 

Northampton Conservation Endowment Fund* 

Orange Library Building Fund 

Priscilla L. Pike Charitable Gift Annuity 

Eleanor B. Rothman Charitable Gift Annuity 

Simple Blessings Fund* 

Phyllis Wheat Smith Naturalists’ Fund 

Robert C. Smith Charitable Gift Annuity 

Sons and Daughters of Hawley Endowment Fund* 

Springfield Homeless Resource Center Fund 

St. Mark Mission Church Endowment Fund* 

Peggy and David Starr Springfield Symphony 

Endowment Fund* 

Robert E. Stowe and Cynthia Stowe Scholarship Fund* 

William Wells Tapley Fund* 

Emanuel S. Tesoro and Marian T. Tesoro Scholarship Fund* 

Topal Family Fund 

Roger G. and Jeannie Houston Turgeon Fund* 

WestFest Scholarship Fund* 

Marisa Labozzetta and Martin Wohl Family Fund 

Anonymous Charitable Gift Annuity 

* The funds marked with an asterisk are especially appreciated 

because, as endowed funds, they will provide perpetual support 

for the quality of life of the region. 

u n r e s t r i c t e d f u n d s 

Unrestricted funds typically utilize the two greatest 

strengths of the Community Foundation: the ability 

to care for charitable funds in perpetuity, and the considerable 

expertise of the Foundation’s Distribution 

Committee and its competitive grantmaking process. 

Together, they insure that scarce funds will be used as 

effectively as possible for as long as possible. 

Credit Data Services, Inc. Fund $6,792,733 

To benefit charities in western Massachusetts. 

Raymond E. and Mildred G. Clark Foundation Fund, 

Bank of America, Trustee $4,499,151 

For grantmaking in Springfield and contiguous towns. 

Franklin Fund $3,312,724 

For charitable uses and/or projects which improve the lives 

of residents of Franklin County. 


U N R E S T R I C T E D F U N D S 

The Buxton Charitable Foundation Fund, 


For grantmaking in Hampden County. 

Gage Olmstead Fund $822,444 

Established by Sally Gage Olmstead and funded through 

distributions from an annuity lead trust. 

Joan Walker Memorial Fund $805,195 

To benefit the people served by the Community Foundation. 

Irene E. and George A. Davis Fund $193,142 

To assist in the growth of the Foundation. 

George H. Empsall Charitable Fund $123,169 

For the support of recognized and worthy charitable and 

educational organizations in and about Springfield. 

Unrestricted Fund $114,546 

To benefit the people in western Massachusetts communities. 

Fund for Hampshire and Franklin Counties $80,961 

For grantmaking in Hampshire and Franklin counties. 

Lucy and Bob Atkinson Fund $45,890 

Support projects and/or programs focused on conserving or 

enhancing the natural environment in Hampden, Hampshire 

or Franklin counties. 

Yale Genton Charitable Fund $43,123 

For grantmaking projects serving poor children, preferably in 

Hampden County. 

Community Grant Making Fund $38,705 

To support charities in Hampden, Hampshire and 

Franklin counties. 

Roger G. and Jeannie Houston Turgeon Fund $36,483 

To support charities selected by the Distribution Committee, 

with a preference for charities designated by the donor. 

Franklin Fund #2 $28,941 

For the support of charitable work in Franklin County. 

Rockwell Keeney, Jr. Charitable Fund $23,918 

For grants to meet community needs. 

Brendler Family Charitable Fund $19,170 

To respond to community needs. 

Filler Community Fund $14,423 

To support charitable needs of the Pioneer Valley. 

William Wells Tapley Fund $9,461 

To support the charitable work of the Pioneer Valley. 

Teresa A. Harris Fund $9,428 

To support projects that meet the community’s greatest 

needs as determined by the Community Foundation’s 

Distribution Committee. 

The Arts Endowment 


Bill and Sue Monks, long-time supporters of local arts 

organizations, established a donor advised fund 

at the Foundation in 1995 with the intention of making 

it permanently endowed to support the arts after their 

deaths. “When David and Peggy [Starr] outlined their 

generous intentions last year, Sue and I decided to 

create a seed fund before our deaths.” Following the 

Starrs’ lead, the Monks established the William and Susan 

Monks Fund for the Arts to provide a perpetual stream 

of revenue for local arts and cultural organizations. 

The Arts Endowment of Western Massachusetts is a 

special collection of charitable funds identified as 

exclusively dedicated to the support of the arts in our 

region. To be identified as part of the Arts Endowment of 

Western Massachusetts, a fund must be restricted to the 

support of the arts and, if donor advised, must become 

endowed upon the deaths of the advisors. The Community 

Foundation is particularly proud to highlight the 

following funds, that advance this important objective. 

• Art Angels Fund 

• H. Grinspoon and D. Troderman Fund for the 

Springfield Library and Museums Association 

• William and Susan Monks Fund for the Arts 

• Peggy and David Starr Springfield 

Arts Endowment Fund 

• Venti Family Fund 



F U N D S O F T H E C O M M U N I T Y F O U N D A T I O N 

F I E L D O F I N T E R E S T F U N D S 

Field of interest funds enhance their impact by 

concentrating on specific areas of charitable endeavor. 

If desired, they can also utilize the expertise of the 

Distribution Committee and its competitive grantmaking 

process. 

Noble Hospital Fund $795,831 

For the support of Noble Hospital, Westfield. 

E. Herbert Burk Fund $623,307 

To encourage and develop interest in and training for the 

precision machining skills needed for the industries of 

western Massachusetts. 

The Dickinson Family Fund for 

Historical Heath $533,625 

To preserve the agricultural and historical aspects of the 

town of Heath. 

Westfield Athenaeum Fund $501,242 

For the support of the Westfield Athenaeum in Westfield. 

Duffy Sullivan Adult Education Fund $346,327 

For programs of literacy and adult education. 

The Women’s Fund of Western Massachusetts $335,095 

For programs that help women and girls. 

L. John Schinelli Renal Assistance Fund $250,495 

To provide emergency financial assistance to renal patients 

and their families. 

Franklin Land Trust Bridge Loan Fund $176,778 

To provide bridge loans for the preservation of farmland and 

open space in Franklin County that would otherwise be lost 

to development. 

Juliusz Feigenbaum Fund $78,318 

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. 

Springfield Hospital Nurses Alumni 

Association Fund $60,302 

To support programs that improve the quality of life in 

western Massachusetts with emphasis on nursing education 

and needs of women and children. 

5 & Under Initiative Fund $59,259 

For educational programs that address the root causes of 

poverty in children ages five and younger. 

The Miller Fund $44,553 

To benefit needy persons in the Shelburne Falls Fire District 

in Franklin County. 

Dr. John E. McNally Memorial Fund $33,138 

To support nonprofit organizations in the areas of education, 

human services, and/or health. 

Fund for the Hungry and Homeless $30,500 

To support programs that help people with basic survival needs. 

Cancer Fund $21,452 

For cancer research and projects. 

Junior League of Holyoke Fund $19,884 

To address the emerging and changing needs of women and 

children in Holyoke. 

W. W. ArtsAlways Charitable Fund $18,328 

Support for children to develop their artistic talent. 

Mark Douville Charitable Fund $14,359 

To support the public charities in Hampden, Hampshire and 

Franklin counties providing assistance to people with HIV- 

AIDS, particularly children. 

Leonard Dwight Hills Fund $14,033 

To assist poor people living in or near the town of Amherst. 

Ann Marie Sibilia Fund for Leukemia $13,720 

To benefit research on leukemia and provide programs for 

children and adults. 

Healthier Communities Fund $13,639 

To promote children’s health and well-being. 

Fund to Preserve Farmland and Open Space 

in Franklin County $13,450 

To preserve farmland and open space in Franklin County. 

Ozzy Klate Memorial Fund $12,562 

To support young people in their developmental journeys as 

artists and seekers of wisdom. 

Alie and Rem Lefferts Memorial Dixieland 

Jazz Fund $11,373 

To promote and preserve Dixieland Jazz music. 

Fund for the Hearing Impaired $10,133 

Created by assets from the Gage Olmstead Fund. 

Greater Springfield Mentoring 

Partnership Fund $1,696 

To fund programs that mentor, protect, nurture, teach, and 

serve the children and youth of Springfield. 


F U N D S O F T H E C O M M U N I T Y F O U N D A T I O N 

E D U C A T I O N 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 insure that limited resources 

are given to those most deserving of assistance. 

James Z. Naurison Scholarship Fund, 


Residents of Berkshire, Franklin, Hampden, and Hampshire 

and the towns of Enfield and Suffield. 

James W. Colgan Loan, 


Interest-free educational loans to students who have resided 

in MA for the past five years. 

MassMutual Scholars Fund $1,863,283 

Graduating high school seniors, from Hampden County, MA 

and Hartford County, CT interested in pursuing careers in 

financial services. 

Margaret J. Hyland Fund, 


University of Massachusetts students who have been 

Holyoke residents for 10 years or longer; preference to 

students of the Roman Catholic faith. 

Richard W. and Florence B. Irwin Scholarship Fund, 

Bank of America, Trustee $995,439 

Residents of Northampton pursuing a legal education. 

Margrit H. Sutton-Annen Student Loan Fund, 


Students enrolled full-time in a two- or four-year college; 

preference given to those of Swiss descent. 

Kenneth B. and Adeline J. Graves 

Scholarship Fund $568,780 

Residents of Granby, MA. 

John P. Mahoney and James F. Mahoney Memorial 

Scholarship Fund, Bank of America, Trustee $500,871 

Residents of Northampton. 

Dianna and Leon Feffer Scholarship Fund $498,112 

Residents of western Massachusetts. 

Wilcox-Ware Scholarship Fund, 


Graduating seniors from Mohawk Trail Regional High School 

who reside in Shelburne, Buckland, Colrain, or contiguous towns. 

Louis W. and Mary S. Doherty 


Residents of Hampden County. 

Victor, Margaret, and Joseph Victor Paier Scholarship 

Fund, Bank of America, Trustee $328,930 

Graduates of West Springfield public high schools; preference 

given to members of St. Anne’s Parish in West Springfield. 

Lena A. Tucker Scholarship Fund, 


Graduates of the High School of Commerce and Putnam 

Vocational Technical High School in Springfield. 

Ruth L. Brocklebank Memorial 


African-American graduates of Springfield public high schools. 

Stanley Ciejek, Sr. Scholarship Fund $236,182 

Residents of Hampden, Hampshire and Franklin counties. 

Gertrude and William C. Hill Scholarship 

Fund, Bank of America, Trustee $232,382 

Graduates of Springfield Central High School; preference to 

students majoring in liberal arts. 

George and Theresa Crete Scholarship Fund $227,171 

Residents of Greenfield. 

Carlos B. Ellis Scholarship Fund, 


Graduates of the Springfield High School of Commerce. 

Clarence H. Matteson Scholarship Fund, 



Deerfield Plastics/Barker Family Fund $192,910 

Children of employees of the former Deerfield Plastics 

Company, Inc. 

Putnam Scholarship Fund $186,686 

African-American and Latino students. 

Jessie M. Law Scholarship Fund $150,152 

Graduates of Springfield Central High School. 

Florence Blish Scholarship Fund $133,662 

Residents of Agawam. 

Michael A. Smiarowski Memorial 


Graduating seniors from Turners Falls High School. One 

award to the class salutatorian and one to a student with 

average grades who contributes to the community and has 

good character and judgment. 



Permelia A. Butterfield Scholarship Fund $122,164 

Orphan children, under 21 years of age, who are residents of 

Franklin County. 

Ruth Wallace Memorial Scholarship Fund $111,991 

Graduating seniors from Longmeadow High School who are 

in a learning disabled program. 

Mary Volanakis Memorial Scholarship Fund $108,415 

Students of the Greek Orthodox faith: preference to members 

of St. George Greek Orthodox Cathedral in Springfield. 

William A. and Vinnie E. Dexter 

Endowed Scholarship Fund $107,878 

Graduating high school seniors in western MA. 

Luther A. and Evelyn L. Belden 

Memorial Scholarship Fund $100,390 

Graduating high school seniors who are residents of Hatfield 

or graduating seniors of Smith Academy. 

Dr. Jeffrey A. Ferst Valedictorian 


Valedictorian from Westfield High School. 

C. Kenneth Sanderson Scholarship Fund $88,360 

Graduating senior from Monson High School ranked in the 

top seven of the senior class. 

Lucius H. Tarbell and Dorothy J. Tarbell 


Students attending Western New England College. 

Community Scholarship Fund $87,591 

Unrestricted scholarship support. 

Nate McKinney Memorial Scholarship Fund $87,110 

Graduating seniors from Gateway Regional High School who 

excel academically and have an interest in music, science, or 

athletics. Scholarships are renewable for up to four years. 

MacGeachey Minarik Scholarship Fund $84,012 

Students who have resided in Monson for two years; 

preference for graduates of Monson High School or 

Pathfinder Regional High School. 

Greater Springfield Accountants 


Students who have completed their college sophomore year, 

pursuing accounting or finance. 

Arrighi Memorial Scholarship Fund $77,089 


Dinn Brothers Student Athlete Award Fund $74,019 

One male and one female scholar and athlete from western 

Massachusetts who has been chosen as an Athlete of the 

Year by the Republican Newspaper. 

Alex (left) and a friend on graduation day. 

Alex’s father died when he was three years 

old. He credits the example of his mother’s 

confidence and hard work with inspiring him 

to succeed. Throughout his high school career, 

Alex maintained a full schedule of school, sports, 

chores and work. Strong role models in his life 

and working part time at Mercy Hospital have 

led Alexander to pursue a degree in nursing 

at the University of Massachusetts-Amherst. 

Awards from the James Z. Naurison Scholarship 

Fund and the Anthony A. Renaud Memorial 

Scholarship Fund made it possible for Alex to 

pursue his dreams. 

Women’s Partnership Scholarship Fund 

for Women $68,941 

Women, age 25 or older, from greater Springfield who have 

had a break in their education and wish to return to the work 

force, and are attending an accredited college or university in 

Hampden or Hampshire county. 

Nicholas G. Grass Scholarship Fund $66,596 

Athletes graduating from Holyoke High School who best 

exemplify the high academic and athletic ideals which 

Nicholas Grass represented. 

September 11th Remembrance 


Graduating high school seniors who reside in Berkshire, 

Hampden, Hampshire or Franklin counties. 



United Way of Holyoke, South Hadley, and Granby, 

Inc./YWCA Scholarship Fund for Women $64,439 

Women, age 18 or older, from Holyoke, South Hadley, or Granby. 

Jacob and Celia Richmond Fund $64,136 

Law students who reside in Hampden County. 

Charles R. Allan and Judith V. Carlson 


Graduating seniors from Springfield Central High School 

and Springfield High School of Science and Technology 

selected as the top scholars in physics. 

Philip W. Sheridan-Tighe and Bond 


Graduating seniors from Hampshire or Hampden counties 

who will be studying civil engineering (or a related field) at 

a four-year college; established to honor the leadership of 

Philip W. Sheridan at Tighe and Bond. 

Jean D. Rogér Memorial Fund $59,453 

Graduates of Longmeadow High School who display the 

qualities of character for which Jean D. Rogér is remembered. 

George H. McDonnell Scholarship Fund $58,589 

South Hadley residents who are graduating seniors from 

South Hadley High School studying civil engineering or a 

related field at a four-year college. 

Paul J. Veronesi Memorial Scholarship Fund $58,498 

One male and one female graduating senior from Agawam 

High School who excel in basketball. 

John DiNapoli Memorial Scholarship Fund $57,982 

For high school seniors in Hampden County, with a preference 

for residents of Holyoke. 

Edward J. Bayon Memorial Scholarship Fund $57,045 

Holyoke residents who are graduating seniors from Holyoke 

high schools studying civil engineering or a related field at a 

four-year college. 

Horace Hill Scholarship Fund $54,170 

Children and grandchildren of the members of the 

Springfield Newspapers’ 25-Year Club. 

First National Bank Amherst Centennial Education 


Graduating seniors from Amherst Regional High School, Hopkins 

Academy, Northampton High School, Amherst College, Hampshire 

College, and the University of Massachusetts-Amherst. 

Anthony and Madeline Sampson Kapinos 


Graduates of Chicopee High School. 

Caleb L. Butler Scholarship Fund $45,472 

Graduating high school seniors who are former or current 

residents of Hillcrest Educational Centers; or graduating 

high school seniors from western MA who are in the custody 

of the Department of Social Services. 

Markus J. Johnson Memorial Scholarship Fund $40,068 

Graduates of Springfield public high schools. Markus Johnson 

was the first Springfield resident to die while serving in Iraq. 

Richard E. Fiore Memorial Scholarship Fund $38,959 

Residents of Southwick. 

Captain John Maloney Scholarship Fund $38,625 

Residents of Hampden County; at least one recipient each 

year will be a graduating high school senior from Chicopee 

High School. 

National Association of Insurance and Financial 

Advisors Scholarship Fund $36,814 

Graduating high school seniors from Berkshire, Franklin, 

Hampden and Hampshire counties who have had a parent die 

or have a parent receiving social security disability benefits. 

Billie Foster and Bertha Weinberg 


To support students who are graduates of Springfield 

Technical Community College, Holyoke Community College, 

or Greenfield Community College who will be attending a 

four-year college. 

Shelley N. Bourque Memorial Scholarship Fund $35,107 

Graduating seniors from Belchertown High School. 

Donald A. and Dorothy F. Axtell Grant 


Protestant students from Hampshire County. 

Sarah and Abraham Milstein Scholarship Fund $32,707 

Valedictorian and Salutatorian of Westfield High School. 

Gertrude G. Rapp Scholarship Fund $32,124 

Graduates of Gateway Regional School District who have 

resided for two years in the geographic areas serviced by the 

Gateway Regional School District. 

James B. Krumsiek Memorial Fund $31,768 

Graduating seniors from Cathedral High School and Longmeadow 

High School who are active in athletics and exhibit 

academic achievement. 

Fred K. Lane Scholarship Fund $31,060 

Past or current members (individual or family) or employees 

of the Orchards Golf Club, South Hadley. 



Joseph Bonfitto Scholarship Fund $30,347 

Graduating seniors from Agawam High School studying 

creative design, advertising, or the arts. 

Christine Mitus Rose Memorial 


Students who have had a parent die; preference to those who 

have had a parent die of cancer. 

Charles F. Warner Scholarship Fund $27,574 

Residents of Springfield; carries a moral obligation to repay. 

Liliana Marie Cordes Scholarship Fund $26,631 

Graduating female high school seniors pursuing music with a 

preference for those graduating from South Hadley High School. 

Mt. Sugarloaf Lodge Memorial Fund $26,458 

Graduates of Frontier Regional High School in South Deerfield. 

Anthony A. Renaud Memorial 


Students who have lost a parent to death and are either 

graduating from high schools in Hampden County or who are 

enrolled at Mount Carmel School in Springfield. 

Heriberto Flores Scholarship Fund $24,695 

Graduates of Springfield Technical Community College or 

Holyoke Community College, of Puerto Rican ancestry from 

Hampden or Hampshire counties, who plan to attend 

Massachusetts institutions of higher education. 

Eleanor M. Morrissey Scholarship Fund $24,222 

Graduating seniors from Berkshire, Franklin, Hampden or 

Hampshire counties pursuing a career in nursing. 

Eric Clayton Hockey Memorial 


Graduating seniors from Holyoke, Easthampton, 

Southampton, and Westhampton; preference to those 

with ice hockey involvement. 

Kevin Bresnahan Memorial Fund $22,997 

Graduates of Holyoke High School or Holyoke Catholic High 

School pursuing music; preference for jazz or blues. 

George H. and Margaret B. McDonnell 

Family Scholarship Fund $21,479 

Graduates of Holyoke Catholic High School pursuing a career 

in social work or an allied field; in memory of Margaret 

Mary (Peggy) McDonnell. 

Hellespont Society Scholarship Fund $21,208 

Graduating high school seniors of Greek descent who will be 

attending a two- or four-year college; preference to past 

Hellespont Society members. 

Latino Breakfast Club Scholarship Fund $20,821 

Graduating Latino high school seniors from Hampden County. 

Frank W. Jendrysik, Jr. Memorial 


Residents of Chicopee, Holyoke or Springfield. 

Vincent S. and Jane A. Korzeniowski 


Residents of Chicopee. 

Deborah Brodeur Foley Memorial 


Graduating seniors from Minnechaug Regional High School 

in Wilbraham pursuing nursing or an allied field. 

Westbank-Stanley F. Osowski 


Graduates of Westfield High School. 

Westbank-Jane M. Knapp Scholarship Fund $18,796 

Graduates of MacDuffie School in Springfield. 

African-American Achievement Fund $18,729 

African-American residents of Franklin, Hampden and 

Hampshire counties who attend four-year colleges. 

William J. Dean and Mary Fitzsimmons Dean 


Graduates of William J. Dean Technical High School in Holyoke. 

Mary Alby Markel Memorial 


Graduating seniors from Springfield Central High School 

pursuing the sciences. 

Frederick W. Porter Scholarship Fund $16,572 

Graduates of Greenfield High School. 

Esther J. and Lewis W. Whiting Fund $16,306 

Graduates of Springfield Central High School pursuing 

medicine or natural science; and support for the Washington 

Street School Library. 

Edward A. and Shirley B. Livi 


Residents of Franklin, Hampden and Hampshire counties 

who are pursuing fine or performing arts beyond their 

freshman year. 

William T. Maunsell Memorial 


Graduating high school seniors from Westfield High School, 

Westfield Vocational-Technical High School, or St. Mary’s 

High School in Westfield who have average grades and are 

pursuing degrees in education, criminal justice, or nursing. 


E D U C A T I O N A N D D O N O R D E S I G N A T E D F U N D S 

Barbara Holcomb Braem Scholarship Fund $14,446 

Graduating seniors of Westfield High School with a preference 

for those pursuing studies in a business-related field. 

Latino Scholarship Fund $14,096 

Graduating Latino high school seniors from Hampden and 

Hampshire counties. 

Lee Crabtree Memorial Scholarship Fund $14,075 

Graduates of the Springfield public high schools pursuing 

music; preference to graduates of Springfield Central High 

School and Springfield High School of Science and Technology. 

James L. Shriver Scholarship Fund $14,037 

Students from western MA pursuing technical careers. 

Theodore P. (Ted) Minor Memorial 


Graduating seniors from Chicopee high schools. 

Lucille and William Lucey Scholarship Fund $12,828 

Graduating seniors from Holyoke high schools who have a 

demonstrated excellence in French language study. 

Kimber Richter Family Scholarship Fund $12,454 

Graduating high school seniors of the Baha’i faith from 

western Massachusetts. 

Connie Celeste Sherman Memorial 


Established by her family for students from Hampden County. 

Jeffrey I. Glaser, M.D. Memorial 


Graduating seniors from Longmeadow High School who 

excel in academics and swimming. 

Emanuel S. Tesoro and Marian T. Tesoro 


Residents of East Longmeadow. 

Edward C. and Mary Marth Scholarship Fund $11,213 

Graduating seniors from St. Mary’s High School in 

Westfield, pursuing nursing or an allied field. 

A. David “Davey” Duggan Memorial 


Graduating seniors from Holyoke high schools. 

WestFest Scholarship Fund $10,969 

Hampden County residents pursuing a course of study or 

major in the arts, with a preference for Westfield residents. 

Stuart D. Mackey Scholarship Fund $10,797 

Graduates of East Longmeadow High School. 

Maury Ferriter Scholarship Fund $10,397 

Graduates of Holyoke Catholic High School or students 

attending Amherst College, or Georgetown Law School. 

Evangeline Royall Darity Memorial 

Student Support Fund $9,949 

African-American students attending Mount Holyoke College, 

Smith College, or the University of Massachusetts-Amherst. 

Dr. John V. Shea, Jr. Scholarship Fund $9,378 

Graduates of Springfield high schools. 

Dean Technical High School Nursing 

Program Scholarship Fund $8,595 

Graduates of the nursing program at Dean Technical High 

School in Holyoke. 

Robert B. Goodman Scholarship Fund $7,786 

Graduating high school seniors who are Montgomery 

residents planning to attend college. 

Frederick V. Artuso Scholarship Fund $7,244 

Graduating seniors from Springfield high schools who 

participated in a learning disabled program. 

George and Isabelle McGrath Scholarship Fund $3,343 

Graduates of Ware High School who have excelled 

athletically and academically. 

Fund balances for the following scholarship funds have 

been withheld at the request of the donors who established 

the funds: 

Ann Ferguson Women and Gender Studies Scholarship 

To support University of Massachusetts-Amherst 

undergraduate and graduate students pursuing degrees 

or certificates in women and gender studies. 

William J. (Bill) O’Neil Scholarship Fund 

Students from western MA pursuing English, journalism, 

or a related field. 

D O N O R D E S I G N A T E D F U N D S 

Designated funds are permanent endowments, 

providing annual distributions to those nonprofits 

designated by the donor while still attempting to 

preserve the principal of the fund. 

Margaret E. O’Donnell and 

Agnes K. O’Donnell Charitable Fund $2,541,034 

To benefit designated charities and to provide 

scholarship support. 

Elise B. and Earl Bradway Charitable Fund $1,912,657 

To benefit designated charities. 


D O N O R D E S I G N A T E D F U N D S 

Food Bank of Western Massachusetts 

Endowment Fund $1,065,349 

To support the operating expenses of the Food Bank. 

Urban League of Springfield Building 

Endowment Fund $799,687 

To provide a permanent endowment for the maintenance 

and preservation of the premises of the Urban League of 

Springfield, Inc. 

Brian W. Sullivan Memorial Scholarship Fund $738,587 

For scholarships for Cathedral High School students. 

Arthur H. and Barbara M. Clarke Fund $392,219 

Supports: Baystate Medical Center; the Springfield Library and 

Museums Association; Western New England College; YMCA of 

Greater Springfield; and the Springfield Symphony Orchestra. 

Picknelly Family Charitable Fund $183,144 

To support a number of charitable organizations. 

David N. Butterworth Trust Fund $177,240 

To benefit the Holland Congregational Church and other 

church societies in the town of Holland that have a regular 

house of worship and service therein with resident clergy. 

Ruth M. and Jesse G. Hafer, Jr. Fund $126,277 

To support: Ronald McDonald House of Springfield, 

Massachusetts; Richard Salter Storrs Library Association; 

Visiting Nurse Association and Hospice of Western New 

England; First Church of Christ in Longmeadow; and 

WGBH Educational Foundation. 

H. Grinspoon and D. Troderman Fund for the 

Springfield Library and Museums Association $93,558 

To support the ongoing work of the organization. 

St. John’s Lutheran Church Fund $92,100 

To further the mission of this Westfield church. 

Peggy and David Starr Springfield Symphony 


To provide annual distributions to the Springfield 

Symphony Orchestra. 

Urban League of Springfield Building 

Reserve Fund $84,222 

For the maintenance and preservation of the premises 

of the Urban League of Springfield, Inc. 

Margaret L. Steiger Memorial 


For students attending Wilbraham & Monson Academy. 

Established by the Albert Steiger Memorial Fundin honor of 

the many years Margaret L. Steiger taught at Wilbraham & 

Monson Academy. 

Robert D. and Marie L. O’Malley 

Charitable Fund $60,366 

To benefit St. Paul’s Episcopal Church in Holyoke; United Way 

of Holyoke, South Hadley & Granby; Boys and Girls Club of 

Greater Holyoke; and South Hadley Historical Society. 

Robert E. Stowe and Cynthia Stowe 


For scholarships to women in Franklin County for whom 

college attendance is otherwise unlikely who are attending 

Greenfield Community College. 

Loaves and Fishes Fund $60,104 

To benefit programs run by liberal, reformed Protestant 

churches in Hampshire and Franklin counties (including, 

but not limited to, the United Church of Christ, Lutheran, 

Episcopal, Methodist, and American Baptist denominations) 

that wed Christian faith and action. 

Sandra Eagleton Scholarship Fund $47,423 

Awarded on an annual rotating basis to Bay Path College, 

Holyoke Community College, and Springfield College for 

students in attendance. 

Huntington Evangelical Church Fund $46,599 

To provide support to the Huntington Evangelical 

Church of Huntington. 

Reverend Thomas A. McGovern Fund $30,312 

To provide scholarships to students at the Holy Name of 

Jesus School in Springfield. 

A Charitable Fund in Memory of 

Mr. and Mrs. Arthur Ryan $26,358 

To support Providence Ministries, Dakin Animal Shelter, 

and Gaylord Memorial Library Association. 

Daniel Stephen Goldstein Fund for Arts 

in Northampton High School $22,157 

To bring art programs to Northampton High School. 

Venti Family Fund $21,484 

To support the Springfield Library and Museums Association. 

Dr. Mary G. Wile Education Endowment Fund $17,728 

To support programs for young children at the Emily Partyka 

Building of the Chicopee Public Library. 

Northampton Conservation Endowment Fund $16,950 

To support land conservation in the city of Northampton. 

George E. and Janet P. Cartier Family 


For scholarship assistance for residents living within the 

boundaries of Holy Cross Parish, Springfield who attend the 

Holy Cross Grammar School. 


D O N O R D E S I G N A T E D A N D D O N O R A D V I S E D F U N D S 

J. G. Ferst Memorial Fund $15,021 

To benefit organizations in the donors’ areas of interest. 

George A. Giroux Fund $13,139 

To support Hospice of Pioneer Valley; Arise; Community of 

Feeding Hills Grange; and the YMCA of Greater Springfield 

for Camp Norwich. 

Michael T. and Mary T. Lynch Fund for 

the Roman Catholic Diocese of Springfield $13,036 

To support the Catholic Diocese of Springfield. 

Northampton Bikes Endowment Fund $11,528 

To support acquisition and/or capital support of bicycle and 

multi-use trails in the city of Northampton. 

Simple Blessings Fund $10,619 

Awarded on an annual rotating basis to Yale Divinity 

School, Andover-Newton Theological Seminary, and Bangor 

Theological Seminary to provide educational debt retirement 

to needy students. 

St. Mark Mission Church Endowment Fund $10,099 

For the support of St. Mark Mission Church in Conway. 

John J. Conway Pine Grove Cemetery 


For the support of the Pine Grove Cemetery in Conway. 

Beverly Jean Cass Memorial Fund $8,987 

To support religious education programs at the Mittineague 

Congregational Church in West Springfield. 

Ruth Freedman Leavitt Teachers Fund $8,880 

To benefit substitute teachers in the Longmeadow school district. 

Phil and Cecelie Cardone Scholarship Fund $8,437 

Graduating seniors from Wilbraham & Monson Academy. 

Ruth Bush Contrino Fund $1,810 

To support charities designated by the donor. 

D O N O R A D V I S E D F U N D S 

Donor advised funds offer donors the opportunity to 

remain involved in grantmaking by recommending 

distributions of either income or principal. Donor 

advised funds are often a preferable alternative to a 

private foundation. Gifts to advised funds make it 

possible for a donor to give appreciated stock or mutual 

fund shares and still support multiple charities, 

some of which may not be able to accept such assets. 

They also allow a donor to take a charitable income tax 

deduction without making a final determination as to 

the ultimate charitable recipient. 

Unless otherwise noted, the following donor advised funds 

support the charitable interests of the donors: 

S. Prestley and Helen Blake Fund $4,030,852 

Albert Steiger Memorial Fund $2,293,499 

For scholarships, projects, and programs identified by the 

Distribution Committee. 

SIS Charitable Fund $1,591,060 

For charitable causes throughout western Massachusetts. 

Peggy and David Starr Fund $701,070 

Pearson Family Trust $633,047 

Ramona and Stephen Davis Charitable Fund $440,142 

Morse Fund $397,582 

To advance Hampshire County initiatives. 

Sudan Aid Fund $365,216 

To sustain humanitarian operations in Sudan. 

Alfred L. and Sally Griggs Fund $320,127 

Robyn and John Davis Charitable Fund $310,161 

Jensen Family Charitable Fund $294,711 

Fowler Fund $284,080 

To benefit charitable organizations in Holyoke and 

South Hadley. 

Armstrong Charitable Fund $214,434 

Albert and Amelia Ferst Charitable Fund $213,861 

To support Westfield community projects and programs in 

the donors’ areas of interest. 

Virginia and Earl Jahn Fund $203,279 

Geoffrey Lynn Memorial Fund $199,318 

To provide supplemental educational opportunities 

for gifted students. 



CJM-LDM Charitable Fund $198,429 

Fazzi Associates Charitable Fund $191,703 

The MESCA Fund $184,872 

Gaean Fund $184,112 

Barker Family Charitable Fund $181,146 

To benefit education and social services, particularly in 


Richard A. Stebbins Founders Fund $174,948 

For grants to honor Richard A. Stebbins and the founders of 

the Community Foundation. 

Jugosus Fund $171,713 

Lawrence V. and Dorothy A. Schmitt 

Memorial Friendship Fund $164,293 

To benefit children in western Massachusetts, particularly 

those interested in developing their artistic ability. 

Joseph F. Jr. and Emily L. Partyka Fund $160,184 

To benefit the College of Our Lady of the Elms and other projects. 

Springfield Homeless Resource Center Fund $155,718 

To support the establishment and operation of a resource 

center for the homeless in Springfield. 

Colaccino Family Charitable Foundation $147,925 

Greenhawk Charitable Fund $147,438 

Richard J. Moriarty Charitable Fund $136,033 

To support the charities of interest to Rick Moriarty, 

especially for programs focused on ocular melanoma. 

William Sadowsky Family/ 

Levsky Family Fund $129,409 

Dill Family Fund $126,776 

O. I. Stern Fund $118,680 

Mary F. Picknelly Children’s Emergency Fund $118,002 

To meet needs of school age children in the Springfield Public 

Schools which, because of emergency circumstances or the 

unavailability of services from other existing programs, are 

not being met. 

Celia and Robert Sullivan, Jr. Family Fund $107,028 

Singleton Family Fund $100,873 

Angela and Joseph T. Wright Charitable Fund $97,574 

Anonymous #5 Fund $74,820 

Lubov Blumin Mirsky Fund $73,933 

To support the donor’s charitable interests, including helping 

to fund camper scholarships and staff education, development, 

and support at Farm and Wilderness, Inc. 

Warm The Children Fund $72,789 

To provide warm winter clothes for needy 

Franklin County children. 

Raipher D. Pellegrino Entrepreneurial Fund $69,275 

To support entrepreneurial endeavors by individuals, notfor-profits, 

and for-profits in western Massachusetts. 

Lila Teich Gold Charitable Fund $67,767 

To advance community projects in life preparation and 

humanitarian appreciation. 

Peter and Melissa Picknelly Charitable Fund $62,132 

Keady Fund $59,074 

Anonymous Fund #15 $57,819 

The Robb Townsend Christian 

Education Memorial Fund $56,398 

To support professional development of Christian educators. 

John D. Powers Memorial Fund $54,701 

To benefit charitable causes in the donors’ areas of interest, 

particularly the youth of greater Springfield. 

TCH Fund $52,571 

Eddy Family Fund $51,865 

Lester and Roberta Halpern Fund $51,612 

The Frank Stanley Beveridge 

Foundation, Inc. Fund $51,004 

Michael Hillel Rothman Memorial Fund $50,488 

To support the interests of the donors in programs in music 

and the visual arts in Hampshire County. 

George and Doris Beauregard 


To support charitable activities with preference 

to organizations in the Holyoke area. 

William and Susan Monks Fund for the Arts $48,119 

For the support of the arts and culture of western 

Massachusetts, and Connecticut. 

Andre and Karin Fafard Charitable Fund $46,511 

Tara Sheehan Memorial Fund $45,175 

To support charities working to help people with eating disorders. 

Gardiner Fund $45,170 

Anonymous Family Fund $39,837 

Mazeine Family Charitable Fund $39,345 

William R. and Marilyn H. Cass Family Fund $37,577 

To support charities in the donors’ areas of interest, particularly 

the Mittineague Congregational Church in West Springfield, and 

scholarships for high school graduates from Springfield, Vermont. 



Harold Grinspoon and Diane Troderman Fund $37,243 

To address the region’s most pressing needs and to promote 

tzedakah (charity and justice). 

Margot L. Griggs Charitable Fund $36,961 


Brianna Fund for Children with 

Physical Disabilities $35,443 

To support charities that aid children with physical disabilities. 

Regensburger Family Fund $35,440 

Levsky Family Foundation Fund $35,079 

Delores and Robert Viarengo Charitable Fund $34,884 

Marisa Labozzetta and Martin Wohl Family Fund $34,605 

David Sigelman Memorial Fund $34,246 

To continue Dr. Sigelman’s efforts to benefit communities 

both local and global. 

Faces Fund $33,091 

SV and JEG Fund $32,188 

Ed and Eleanor Klepacki Charitable Fund $31,801 


Beatty-Roig Charitable Fund $30,261 

Priscilla and C. W. Carter Fund $30,196 

Dinkelaker-Donnelly Family Fund $29,873 

Public Access Defibrillator Fund $29,776 

To provide knowledge, training, and access to automated 

external defibrillators in public places. 

Paul Redstone Charitable Fund $29,697 

William A. Sandri Family Fund $28,938 

To support humanitarian programs. 

Richard S. Milstein, Esq. Charitable Fund $28,425 

Richard E.F. and Sandra C. Wallis 


J. Guy and Geraldine F. Gaulin Charitable Fund $27,385 

Betty Rae and Martin J. Poppo Charitable Fund $26,611 


Northampton Music Fund $25,801 

To support music education in Hampshire County. 

Chris and Linda McInerney Charitable Fund $25,669 

Arthur H. Petlock Fund $23,685 

Hampden Papers, Inc. Charitable Fund $22,424 

Created by the Fowler family in Holyoke as part of the giving 

of Hampden Papers, Inc. 

Fox Fund $22,083 

Lois and Tom Schwab Fund $21,998 

The Republican Newspaper-in-Education Fund $20,948 

To support the Newspaper-in-Education Program 

of the Republican. 


Lizzie Chandler Memorial Fund $19,135 

To support recreational and unmet needs of developmentally 

disabled persons. 

Thomas Holder Memorial Fiddle 


For gifted young fiddlers and violinists who wish to further 

their training. 

Anonymous Memorial Fund $18,605 

For critical needs in Hampshire County. 


Holyoke St. Patrick’s Parade Past 

Grand Marshal’s Fund $17,201 

In support of the Holyoke St. Patrick’s Day Parade. 


Charles and Mary Hough Charitable Fund $16,888 

To honor the lives of Charles and Mary Hough through the 

support of charitable causes. 

Lyman and Merrie Wood Family Fund $16,785 

Sally and Stephen Wittenberg Charitable Fund $16,695 

To benefit education, the arts, and human services. 

Adult Basic Education Fund $16,693 

For Adult Basic Education students (including beginning 

literacy, GED, or ESL) in the four counties of western 

Massachusetts who are pursuing their further educational 

goals at a college, trade, or professional school. 

John DiNapoli Memorial Charitable Fund $16,205 

George Hano Charitable Fund $16,202 

Metta Fund $15,681 

Bond Memorial Fund $15,672 

Scottie and Kent Faerber Charitable Fund $14,786 

Robert and Virginia Russell Charitable Fund $14,575 

George and Michele Ditomassi Charitable Fund $14,377 

Carol and Noel Leary Charitable Fund $14,305 

Pillard-Gonzalez Family Charitable Fund $14,184 

Quinn Family Charitable Fund $13,679 

Meyers Brothers Kalicka P.C. Charitable Fund $13,656 



The Mohawk Trail Concerts received a grant allowing them to feature the The Da Camera Singers of Amherst 

performing Simple Stories. These poems were written by United States Poet Laureate, Donald Hall, and put to 

music by Pulitzer Prize-winning composer and pianist William Bolcom (left). 

Douglas and Kathleen Engebretson 


Hilltown Trust Fund $12,750 

The Fund that J.A.C.K. Built $12,572 

To support organizations that benefit women and children. 

Sidney F. Smith Toy Fund $12,482 

To provide gifts for needy children during the holiday season. 

Mary and Gordon Wyse Fund $12,295 

Penelope and Rollin Johnson Charitable Fund $12,066 

Donald W. Abel Charitable Fund $11,954 

Rev. Kenneth A. Childs Memorial Fund $11,859 

To support economic justice, education, and 

environmental awareness. 

Stebbins Family Charitable Fund $11,560 

Raymond and Joan Jackson Fund $11,513 

Borawski Insurance Charitable Foundation $11,497 

Keiser Family Charitable Fund $11,421 

Harold Seewald Charitable Fund $11,412 

To support social, creative, and philosophical projects. 

Austin Family Fund $11,240 

James and Nina Scott Charitable Fund $10,882 

Marion I. and Otto C. Kohler Memorial Fund $10,737 

Amherst Club Community Endowment Fund $10,183 

Kurt and Dorothy Hertzfeld Charitable Fund $10,159 

Patricia and Raymond Smyke Fund $9,912 

To support charitable activities important to the donor and 

his family, particularly the prevention of the creation of 

refugees and refugee movements in developing countries and 

to improve the lives of refugees. 

Raymond F. Pieczarka Family Fund $9,888 


Feiden Green Fund $9,338 

Fran, Mary, and Kevin Hamel Charitable Fund $9,243 

Maurice J. and Margaret M. Ferriter 


Betsy and Larry Lundy Charitable Fund $9,210 

HSR Fund $9,106 

DeRose Family Charitable Fund $8,855 

Trader Family Charitable Fund $8,153 

Taitetsu Unno Charitable Fund $8,124 


Max J. Anetzberger Memorial Fund $7,617 

For the support of deserving youth who desire to play competitive 

hockey but do not have the financial means to do so. 

Tom and Jane Hazen Charitable Fund $7,394 

James and Helen Krumsiek Family 



D O N O R A D V I S E D A N D A G E N C Y A D V I S E D F U N D S 


Carman Family Charitable Foundation Fund $7,024 

William R. O’Connell Memorial Fund $6,823 

John and Lynne Parsons Fund $4,992 

Shelly and Paul Steffen Charitable Fund $4,858 

September 11 Fund for the Promotion 

of the Peaceful Resolution of Ethnic, 

Racial, or Religious Conflict $4,835 

To support organizations which promote the peaceful 

resolution of ethnic, racial, or religious conflicts. 

Mark and Nilda Cohen Charitable Fund $4,777 

Marcia E. Burick Charitable Fund $4,674 

Celebrate Springfield Fund $4,354 

To improve the quality of the lives of the residents of the city 

of Springfield. 

Hampden Papers Employees’ Charitable Fund $4,294 

To support the charitable interests of the employees of 

Hampden Papers, Inc. 

Dana and Karen Barrows Family Fund $2,728 

Equity for Life, LLC Charitable Fund $2,479 

Davies Family Fund $2,298 

Fuller Family Charitable Fund $2,000 

J. Lewis Endowment Fund $1,688 

Frank and Beatrice Hano Fund $973 

Classical High School Class of ‘55 Fund $790 

To support charitable work in Hampden County. 

Anonymous #6 Fund $164 

Benefits colleges, churches, and organizations in the donor’s 

areas of interest. 

Sabis Int’l Charter School of Spfld. 

Michael Glickman Summer Scholarship Fund $60 

In support of educational programs and 

summer scholarships. 

Fund balances for the following donor advised funds have been 

withheld at the request of the donors who established the funds: 

3 Up Fund 

Bayberry Fund 

Cherewatti Family Foundation Fund 

Doherty Family Charitable Fund 

Grais-Greenberg Fund 

Lilly Fund 

For social change and arts funding. 

Robyn Newhouse Charitable Fund 

Personal/Planetary Healing Fund 

To awaken and align personal and planetary healing. 

Starr Family/Amherst Charitable Fund 

Lisa Tate Fund 

Topal Family Fund 

A g e n c y f u n d s 

Funds established by nonprofit organizations can be 

permanently endowed with the principal protected from 

invasion (agency endowed), or they can permit distributions 

of principal (agency advised). Agency funds offer to 

potential donors the assurance of responsible stewardship, 

professional investment, fundraising assistance to 

the nonprofit supported (including planned giving) and, 

where desired, the long-term preservation of principal. 

Unless otherwise noted, the following agency advised funds 

support the work of the organizations named in the fund title: 

AGENC Y ADVISED 

Northampton Education Foundation 



Foundation Fund $554,608 

Michael E. Smith Endowment for 

Excellence in Education $444,779 

To support the South Hadley public schools. 

Easthampton Learning Foundation Fund $315,271 

Smith Vocational-Agricultural 

High School Fund (Scholarship) $242,539 

Smith Vocational-Agricultural 

High School Fund (Unrestricted) $219,188 

Palmer Public Library Association 


Association for Community Living Fund $114,528 

Amherst Survival Center Fund $114,392 

East Longmeadow Scholarship 



A G E N C Y A D V I S E D F U N D S 

Jean Martin Fund for the United ARC 

of Franklin and Hampshire Counties $102,109 

Louis Beeh Scholarship Fund $98,848 

To support the work of the East Longmeadow Scholarship Foundation. 

Chesterfield Scout Reservation 

Capital Improvement Fund $96,160 

Northampton Survival Center Fund $91,946 

Western Massachusetts Epilepsy 

Awareness Fund $86,402 

Northampton Education Foundation 

Endowment Fund-Florence Savings 

Bank Fund for Public Education $84,217 

Northfield Mount Hermon Upward Bound Fund $78,296 

Hatfield Foundation for the 

Enhancement of Education $76,995 

Great Trails Council, Inc., Boy Scouts 

of America Endowment Fund $70,175 

Clapp Memorial Library Fund $64,624 

Phyllis Wheat Smith Naturalists’ Fund $64,562 

To support The Naturalists Club in land acquisition, wildlife 

preservation and rehabilitation, habitat protection, environmental 

education, and promoting an awareness of nature. 

WGBY/57 Educational Endowment Fund $57,303 

Saint Luke’s Greek Orthodox Church Fund $51,358 

Northampton Education Foundation Endowment 

Fund-Northampton Area Pediatrics Fund $42,132 

Community Resources for People with 

Autism Fund $41,110 

East Longmeadow Education Fund $39,252 

Carson Center Fund $31,431 

The Gray House Fund $30,864 

The Kestrel Trust Fund $27,876 

To support the work to protect forests, fields, farms and 

wetlands, from the Mount Holyoke Range to Mount Toby 

and from the Connecticut River to the Quabbin Reservoir. 

Mental Health Association of Greater 

Springfield, Inc. Fund $27,611 

Friends of Hadley Preschool Fund $23,790 

Temenos Fund $22,281 

Reeds Landing Memorial Reserve Fund $22,197 

Alice K. Lucey Memorial Fund of United 

Way Holyoke, South Hadley & Granby, Inc. $21,121 

Mount Grace Land Conservation Trust Fund $21,086 

Jessie’s House Fund $20,023 

Western Massachusetts Legal Services Fund $18,922 

The Dorothy Anne Wheat Naturalists’ Fund $18,754 

To support The Naturalists Club in open land 

acquisition and animal rehabilitation. 

Richard Salter Storrs Library 


Goodwill Industries Fund $17,344 

Food Bank of Western Massachusetts Fund $17,331 

Bart Gordon Music Fund at the 

Jackson Street School $16,804 

To provide music opportunities for economically 

disadvantaged young people. 

Human Resources Unlimited Fund $16,765 

Mary Lyon Education Fund $16,667 

To further educational opportunities for students in 


WFCR Fund $15,469 

Friends of the Holyoke Merry-Go- 

Round, Inc. Fund $15,120 

Martin Luther King, Jr. Community 

Center Youth Education Fund $15,105 

Amherst Committee for A Better 

Chance “ABC” Fund $13,968 

Pioneer Valley Humane Society Fund $13,634 

To benefit the Dakin Pioneer Valley Humane Society 

Greater Springfield Senior Services, Inc. Fund $13,634 

Ludlow Boys and Girls Club Fund $13,459 

Holyoke Community College Foundation Fund $12,934 

Greenfield Community College 


American Macular Degeneration 


Young Men’s Christian Association of 

Greater Springfield Youth Development 


Western Massachusetts Regional 

Library Fund $12,081 

Children’s Brighter Future Fund $11,744 

To support programs at the Child and Family Service of 

Pioneer Valley. 


A G E N C Y A D V I S E D A N D A G E N C Y E N D O W E D F U N D S 

Janet Feinstein Memorial Fund $6,636 

To provide a foundation for the New England Adolescent 

Research Institute. 

Peace Development Fund $6,055 

To strengthen the social justice movement in 

order to build a peaceful, just, and equitable world. 

Pioneer Valley Girl Scout Council, Inc. Fund $5,928 

Not Bread Alone Fund $4,741 

Disability History Museum Fund $4,625 

Bay Path College Fund $4,517 

Hitchcock Center for the Environment Fund $787 

A resident of Turners Falls, Anthony lost his 

mother to pancreatic cancer in 2003, and his 

father is on permanent disability. According to 

Anthony, “If it weren’t for scholarships, it would 

be very difficult to pursue a college education.” 

Anthony has received aid from the Michael A. 

Smiarowski Memorial Scholarship Fund (see 

page 4), the Permelia A. Butterfield Scholarship 

Fund, the Christine Mitus Rose Memorial 

Scholarship Fund (see page 12), the James Z. 

Naurison Scholarship Fund, and the James W. 

Colgan Loan. 

Strong Families-Strong Nation Fund $11,744 

To support programs that will enhance communication, 

cooperation, and understanding within families of the 

Pioneer Valley. 

Big Brothers/Big Sisters of Franklin 

County Fund $11,738 

Lathrop Communities, Inc. Fund $11,317 

United Way of Hampshire County 

Reserve Fund $11,097 

Dakin Animal Shelter Fund $10,511 

Orange Library Building Fund $10,463 

Hampden Library Fund $9,550 

Rotary Club of Springfield Fund $9,489 

American Lung Association of 

Western Massachusetts Fund $7,987 

Children’s Aid and Family Service 

of Hampshire County Fund $7,589 

AGENC Y ENDOWED 

Friends of Grandmother’s Garden, Inc. 


The Atheneum Society of Wilbraham Fund $73,395 

United Way of Hampshire County 


Martha Ludington/Henrietta F. Dexter 

Fund for the Children’s Study Home $64,616 

ServiceNet Shelters Endowment Fund $61,828 

YWCA Fund from Henrietta F. Dexter Trust $61,217 

Amherst Survival Center Endowment Fund $49,243 

Community Music School of 

Springfield Scholarship Program Fund $46,052 

Springfield Day Nursery Fund $43,023 

Springfield Boys Club/Carew Hill 

Girls Club Fund $41,659 

Springfield Girls’ Club Family Center 

H. F. Dexter Fund $31,982 

ServiceNet/Grove Street Inn 


Genevieve Emerson and Grace P. Meekins 

Fund for the MSPCA $29,806 

Musicorda Fund $27,850 

To advance and promote chamber music 

through teaching and performance. 

Boys and Girls Club of Greater Westfield 


Wing Memorial Hospital Fund $25,172 


A G E N C Y E N D O W E D A N D P L A N N E D G I V I N G F U N D S 


Foundation Endowment Fund $24,074 

First Congregational Church of 

Chester Fund $21,934 

Rachel O. Storrs Ware Youth 

Center, Inc. Fund $19,442 

Kravetz Endowment Fund for the United 

ARC of Franklin and Hampshire Counties $16,193 

Angela Wright Fund for the Care Center $15,614 

New England Wild Flower Society Nasami 

Farm Endowment Fund $13,674 

Hatfield Education Endowment Fund $13,092 

Sons and Daughters of Hawley 


Child and Family Service of Pioneer 

Valley, Inc. Endowment Fund $12,209 

Commonwealth Opera Fund $12,023 

Glenmeadow Fund $11,148 

The Association For Community Living 


P L A N N E D G I V I N G F U N D S 

Planned giving arrangements provide a unique 

combination of direct benefits to both charities and 

donors or other beneficiaries, most frequently by 

providing income for life from the funds contributed. 

Gewanter Family Charitable 

Remainder Unitrust $1,333,573 

To provide a fund for charities in perpetuity. 

O. I. Stern 1998 Charitable Lead Unitrust $919,766 

To support the charitable interests of these donors. 

Eleanor D. Singleton 1998 Charitable 

Lead Unitrust $863,041 

To make distributions to the Singleton Family Fund. 

Anonymous 2005 Charitable 

Remainder Unitrust $706,060 

To establish a fund to benefit charities of interest to 

the donors. 

James D. Watt Charitable 


To support art and music particularly in Hampshire County. 

Ida and Abram Sudrann Charitable 


To benefit charities in the donors’ areas of interest, particularly 

education, social activism, and the arts. 

Bernard and Rosemond M. Paine 

Charitable Remainder Annuity Trust $396,875 

To provide scholarships to deserving students from the public 

schools of West Springfield. 

Loupinski Family Charitable Remainder 

Annuity Trust $364,441 

To provide bridge loans for the preservation of open land in 

the towns of Southwick, Westfield, Granville, and Agawam. 

Priscilla L. Pike Charitable Gift Annuity $185,204 

To benefit the First Church of Christ, Northampton. 

Beatrice Kelly Charitable Remainder 

Annuity Trust $171,561 

To establish a fund for the Springfield Boys Club. 

Hilltown Endowment Annuity $97,125 

For support of charitable work in the hilltowns. 

John and Paula Gallup Charitable 


To ensure that the donors’ charitable giving will continue to 

benefit western Massachusetts in perpetuity. 

Paul and Doris Davis Charitable 

Remainder Annuity Trust $84,609 

To benefit the Paul and Doris Davis Charitable 

Endowment Fund. 

Susan W. Lowenstein Charitable 

Remainder Trust $49,655 

For permanent support to the Women’s Fund of Western 

Massachusetts with preference for women’s reproductive 

health programs. 

The Anonymous 1996 Charitable 


For critical needs in Hampshire County. 

John Ptaszek Family Charitable Gift Annuity $25,363 

To benefit the John Ptaszek Family Scholarship Fund. 

Caroline Iris Turtle Charitable Gift Annuity $20,958 

To benefit the Reeds Landing Memorial Reserve Fund. 

Robert M. and Virginia S. Myers 

Charitable Gift Annuity #2 $20,353 

To support the Glenmeadow Fund. 


P L A N N E D G I V I N G A N D M I S C E L L A N E O U S F U N D S 


LEEF volunteers: Chris Halista, vice president; Peter Greenberg 

and Ellen McKenna, co-presidents; Mark Cress, board member; 

and Paul Marchese, investment co-chair. 

Since its inception in 2001, the Longmeadow 

Educational Excellence Foundation (LEEF) 

has awarded $473,000 in grants to teachers 

and students. This volunteer organization has 

worked tirelessly to build a significant financial 

base. In 2007, LEEF decided to move its endowment 

and other assets to the Community 

Foundation. Says LEEF board member Mark 

Cress, “The change was also cost effective; we 

actually saved money and are very happy with 

the very professional investment of LEEF funds 

by the Foundation.” LEEF also liked the fact that, 

as a nonprofit organization, their mission was 

aligned with that of the Community Foundation. 

President Ellen McKenna explains, “We 

knew that the Community Foundation has an 

excellent reputation and direct community 

involvement, as we do. This reflects positively 

on LEEF and inspires confidence in our donors.” 

Robert M. and Virginia S. Myers 

Charitable Gift Annuity $19,512 


Mary K. McNally Charitable Gift Annuity $16,419 

To support the Glenmeadow Library Fund. 

Willard O. and Elizabeth K. Hale Charitable 

Gift Annuity $9,549 


Caroline Murphy Charitable Gift Annuity $9,487 


Elizabeth R. Haig Charitable Gift Annuity $9,400 


Robert C. Smith Charitable Gift Annuity $8,947 

To benefit the Reeds Landing Fund. 

Eleanor B. Rothman Charitable Gift Annuity $8,870 

To benefit the Congregation B’Nai Israel L’DOR V’DOR 

Endowment Fund. 

Jean vonL. Hayes Charitable Gift Annuity $8,753 


Robert Markarian Charitable Gift Annuity $8,545 


Fund balances for the following planned giving funds have been 

withheld at the request of the donors who established the funds: 

Charles M. Johnson Charitable Gift Annuity 


Richard W. Martin Charitable Gift Annuity 


M I S C E L L A N E O U S F U N D S 

To be flexibly responsive to the broadest interests 

and objectives of donors, the Community Foundation 

occasionally receives and holds assets subject to 

charitable restrictions unlike those applicable to the 

other categories of funds listed above. 

DeRose Family Charitable Fund $638,000 

To assist charitable interests and causes, primarily 

in Hampshire County. 

Lynn A. Schwartz Family Charitable Fund $500,000 

To support charities selected by the Distribution Committee 

after recommendations by the donor. 


Competitive Grant Awards 

The Competitive Grant 

program awarded $1,930,600 

to nonprofit organizations 

for projects that benefit 

the residents of Hampden, 

Hampshire and Franklin 

counties. The 158 projects 

funded are as varied as the 

needs of our Pioneer Valley 

residents, from training 

for emergency responders, 

to music festivals, land 

conservation and environmental 

education, foreclosure 

prevention and 

counseling, acting classes 

for youth, supportive 

programs for teen fathers, 

building renovations 

and repairs, and adaptive 

living skills for seniors 

with vision loss. About 

one quarter of these 

dollars were awarded for 

5 & Under Initiative: 

Access to Opportunity for 

Children in Poverty projects. 

Funds for the competitive grant program 

come from bank trusts, private foundations, 

unrestricted funds, and donor advised funds. 

The generosity of the donors who established these 

funds allows the Community Foundation to respond 

with the maximum amount of flexibility. 

Bank of America Funds 

The Community Foundation reviews grant 

applications and makes recommendations on 

behalf of Bank of America to award competitive 

grants from the following funds: 

Eugene A. Dexter Charitable Fund 

Nan and Matilda Heydt Fund 

The Lochridge-Watkins Charitable Foundation 

The Valley Charitable Trust Fund 

Funds and Foundations 

Donors or trustees of these funds engaged the 

Distribution Committee to make funding recommendations 

to them; these funds have some restrictions 

such as geographic or philanthropic interest. 

5 & Under Initiative Fund 

Anonymous Funds 

The Frank Stanley Beveridge Foundation, Inc. Fund 

Board Discretionary Grantmaking Fund 

Brendler Family Charitable Fund 

Cancer Fund 

The Buxton Charitable Foundation Fund 

(Bank of America, Trustee) 

Raymond E. and Mildred G. Clark Foundation Fund 

(Bank of America, Trustee) 

Credit Data Services, Inc. Fund 

Juliusz Feigenbaum Fund 

Franklin County Grantmaking Fund 

Franklin Fund 

Franklin Fund #2 

Fund for Hampshire and Franklin Counties 

Hampden County Grantmaking Fund 

Hampshire County Grantmaking Fund 

Junior League of Holyoke Fund 

Rockwell Keeney, Jr. Charitable Fund 

Dr. John E. McNally Memorial Fund 

Albert Steiger Memorial Fund 

Joan Walker Memorial Fund 


5 & Under 25% 

FY 2008 

Grant Award 

Summary 

Human Services 38% 

Arts & Culture 6% 

Education 11% 

Health 11% 

Housing & Environment 9% 

C O M P E T I T I V E G R A N T S 

Alzheimer’s Disease & Related Disorders 

Association, Inc. - MA Chapter 

Education Program for Seniors $10,000 

Amandla, Inc. 

Chorus Workshop for Prisoners $3,000 

American Lung Association of Massachusetts, Inc. 

Education Program for Schools $5,000 

American National Red Cross, Greater Westfield Chapter 

Telecommunications Upgrade $7,000 

American National Red Cross, Hampshire-Franklin 

County Chapter 

Merger of Franklin and Hampshire Counties $8,500 

American National Red Cross, Pioneer Valley Chapter 

First Responder Training $10,000 

Dave Garappolo, the youth and family director 

of the Greenfield YMCA, is pictured above 

with the Wheels to the Y passenger bus which 

was purchased with funds granted by the 

Foundation. The bus provides vital transportation 

options in this rural community, transporting 

Franklin County program participants 

of all ages to and from the YMCA and various 

field trips. 

Amherst Cinema Arts Center, Inc. 

Capital Campaign, Year 2 $5,000 

Amherst Community Arts Center 

Art Classes for Disabled Youth $2,500 

Anti-Displacement Project, Inc. 

Building Renovations $15,000 

Arc Massachusetts 

Health Care Access Survey $2,000 

Arise, Inc. 

Advocacy Education $8,000 



Artspace Community Arts Center 

Water Resource Education for 4th & 5th Graders $3,900 

Athena Educational Resources 

Ancient Greece Education for 7th Graders $1,000 

Baystate Health Foundation, Inc. 

Franklin Medical Center Capital Campaign, Year 2 $10,000 

Berkshire Project, Inc. 

Behavior Program Involving Hip Hop Dance $5,000 

Best Buddies Massachusetts 

Peer Support for Disabled Youth $10,000 

Boys & Girls Club of Greater Westfield, Inc. 

Community Technology Center $10,000 

Camp Howe, Inc. 

Playground for Disabled Children $12,500 

Cancer Connection, Inc. 

Marketing Expansion $2,000 

Cancer House of Hope, Inc. 

Reiki Therapy for Cancer Survivors $2,500 

Caring Health Center, Inc. 

Physical Fitness Equipment $7,000 

Carson Center for Human Services, Inc. 

Parent Education Program, Year 2 $30,000 


Renovations $10,000 

Casa Latina, Inc. 

Latino Civic Awareness Promotion $5,000 

Center for Ecological Technology, Inc. 

ReStore Expansion $30,000 

Center for New Americans 

Development and Marketing Coordinator $7,000 

Center for Popular Economics, Inc. 

Support for Somali Women $6,000 

Chicopee Boys and Girls Club, Inc. 

Facility Renovations $50,000 

Chicopee Child Development Center, Inc. 

Roof Replacement $8,000 

Child & Family Service of Pioneer Valley, Inc. 

Case Management for Vietnamese Clients $15,800 

Clinical and Support Options, Inc. 

Family and Youth Program Enhancements $3,000 

Clinical and Support Options, Inc. 

Van Purchase $10,000 

Commonwealth Opera, Inc. 

Brundibar Performances $6,000 

Community Action of the Franklin Hampshire & 

North Quabbin Region 

Family Literacy Outreach Program, Year 2 $65,700 



Parenting Program for New Fathers $1,000 



Van Purchase for Youth Programs $21,000 

Community Adolescent Resource and Education Center 

Reading Program in Holyoke $5,000 

Community Adolescent Resource and Education Center 

Transition to Higher Education Program, Year 2 $23,000 

Community Involved in Sustaining Agriculture, Inc. 

Capacity Building and Staff Training $4,000 

Community United Way of Pioneer Valley, Inc. 

Human Service Forum Capacity 

Building Program, Year 3 $20,000 

Community United Way of Pioneer Valley, Inc. 

Step Up Springfield Data Project $10,000 

Community Young Men’s Christian Association of 

Greenfield, MA 

Bus Purchase $10,000 

Cooperative Fund of New England 

Cooperative Start Ups $10,000 

Deana’s Fund, Inc. 

Anti-Bullying and Harassment Program $5,000 

Domus Incorporated 

Furnishings for Sanford Apartments $21,700 

Double Edge Theatre Productions, Inc. 

Seat Expansion $3,500 

Douglas A. Thom Clinic for Children, Inc. 

Newborn Home Visiting $18,000 

Drama Studio, Inc. 

Teen Arts Program $5,000 

Dunbar Community Center, Inc. 

Academic Enrichment for Teens $5,000 



East Quabbin Land Trust, Inc. 

Dougal Range Conservation $7,500 

Enchanted Circle, Inc. 

Reading Program for Holyoke Kindergarteners $10,000 

Enlace De Familias De Holyoke/ 

Holyoke Family Network, Inc. 

Parenting Program for Fathers $40,000 

Franklin County DIAL/SELF, Inc. 

Volunteer Recruitment and Coordination Program $15,000 

Friends of Amherst Recreation, Inc. 

Performance Attendance $4,000 

Friends of Children, Inc. 

Mentors for Youth Aging Out of Foster Care $7,500 

Friends of Martin Luther King Jr. Charter School of 

Excellence, Inc. 

Student & Family Support $16,900 

Friends of the Soldiers’ Home in Holyoke, Inc. 

Vital Signs Monitoring Equipment $7,800 

Friends of the Wendell Free Library, Inc. 

Book Purchases $12,500 

FutureWorks, Inc. 

Technology Upgrade $9,000 

Girl Scouts of Pioneer Valley, Inc. 

Teen Pregnancy Prevention $5,000 

Gray House, Inc. 

Food Pantry $15,000 

Great Trails Council, Inc. - Boy Scouts of America 

Adirondack Shelter for Camp $7,200 

Greater Springfield Habitat for Humanity 

Chester Street House #2 $6,500 

Greenfield Community College Foundation, Inc. 

Community Leadership Planning $2,500 

Hampshire County Bar Association Foundation 

Parent Education Program $6,700 

Hampshire Educational Collaborative 

After School College Prep Program $5,000 

Hampshire Franklin Children’s Day Care, Inc. 

Facility Improvement $5,000 

Hands-on Elders 

Free Walk-In Massage Clinic $5,000 

HAP, Inc. 

Website Upgrade $10,000 

Highland Ambulance EMS, Inc. 

Training Equipment $2,000 

Hilltown Community Development Corporation 

Solar Panels for Home Construction $5,400 

Hispanics in Philanthropy 

Matching Capacity Building Grants for 

Latino Nonprofits, Year 2 $25,000 

Hitchcock Center, Inc. 

Fundraising Feasibility Study $6,000 

Holyoke Chicopee Springfield Head Start, Inc. 

Addressing Challenging Behaviors 

in the Classroom, Year 2 $75,000 

Holyoke Community College Foundation, Inc. 

Mentoring Program for 9th Graders $22,500 

Holyoke Public Library Corp. 

Bilingual Early Childhood Reading Project $3,500 

Institute for the Musical Arts 

Art Classes to Encourage Ecological Awareness $2,000 

Jelupa Productions, Inc. 

Theater Classes for Youth $4,800 

Jewish Geriatric Services, Inc. 

ADA Compliant Mini-Bus $10,000 

Junior Achievement of Western Massachusetts, Inc. 

Students as Volunteers $5,000 

Kestrel Trust 

Agricultural Land Preservation $9,000 

Life’s Choices-A Christian Youth Ministry, Inc. 

Teen Parent Program $8,000 

Live in Concert, Inc. 

Performance $5,000 

MAB Community Services, Inc. 

Visually Impaired Elders Rehabilitation $2,500 

Mass Mentoring Partnership, Inc. 

Western MA Mentoring Initiative $10,000 

Massachusetts Citizens for Children, Inc. 

Shaken Baby Syndrome Prevention $10,000 

Massachusetts Society for the Prevention 

of Cruelty to Children 

Family Support and Stabilization $10,000 

May Institute, Inc. 

Training for Teens with Autism $5,000 



Men’s Resources International, Inc. 

Leadership Training Program $7,500 

Miniature Theatre of Chester, Inc. 

Theater Education in Schools $4,000 

Mohawk Trail Concerts, Inc. 

Performances $5,000 

Mont Marie Health Care Center, Inc. 

Renovations $20,000 

Montague Catholic Social Ministries, Inc. 

Leadership Training for Women $6,000 

Multi-Arts, Inc. 

Conflict Resolution Program $1,500 

National Conference For Community and 

Justice of CT & W. MA, Inc. 

Community Conversations on Race $3,000 

Northampton Community Music Center, Inc. 

Audio and Visual Equipment $1,300 

Northampton Survival Center, Inc. 

Client Needs Assessment $13,500 

Northfield Mount Hermon School 

Upward Bound Expansion $18,000 

Nuestras Raices 

Youth Gardening Program $6,000 

Nueva Esperanza, Inc. 

Financial Systems Assistance $18,700 

Open Field Foundation Bramble Hill Farm 

Agriculture Education for Youth $7,500 

Open Pantry Community Services, Inc. 

Intake and Referral for Loaves and Fishes $20,000 

Opening Gaits Therapeutic Riding Center, Inc. 

Program for At-Risk Adolescent Girls $10,000 

Partners for Youth with Disabilities 

Mentoring Program with Health Focus $15,000 

Peacemaker Community, Inc. 

Planning for Homeless Population $15,000 

Pioneer Valley Council, Inc. - Boy Scouts of America 

Recruitment Program $10,000 

Pioneer Valley Symphony, Inc. 

Special Performances for Youth $2,000 

Polish Center of Discovery and Learning, Inc. 

Fire Sprinkler System $10,000 

Providence Ministries for the Needy, Inc. 

Broderick House Roof $25,000 

Quabbin Mediation, Inc. 

Training for Veterans $5,000 

Regional Employment Board of Hampden County, Inc. 

Nursing Workforce Business Case $15,000 

Riverside Industries, Inc. 

Window Replacement $10,000 

Safe Passage, Inc. 

Volunteer Coordinator $12,500 

ServiceNet, Inc. 

Florence Inn Upgrades $5,500 

Sisters of Providence Health Systems, Inc. 

Computers for Rehabilitation Center $7,800 

Solid Rock Church of God in Christ, Inc. 

After School Program for At-Risk Youth $10,000 

South End Community Center, Inc. 

Job Skills Program $5,000 

Spanish American Union 

At-Risk Youth Mentoring Program $20,000 

Special Olympics Massachusetts, Inc.. 

Participation for Rural Youth $7,500 

Springfield Boys and Girls Club, Inc. 

Homeless Education Program $7,000 

Springfield Boys and Girls Club, Inc. 

Roof Replacement $17,000 

Springfield College 

Youth Leadership Training $25,000 

Springfield Council for Community and 

Cultural Affairs, Inc. 

Jazz and Art Festival $2,000 

Springfield Day Nursery Corporation 

Family Connections, Year 2 $43,600 

Springfield Jewish Community Center, Inc. 

Pioneer Valley Jewish Film Festival $5,000 

Springfield Library and Museums Association 

Summer Family Education Program $10,000 

Springfield Performing Arts Development Corp. 

Fundraising Software $12,000 

Springfield Rescue Mission, Inc. 

Taylor Street Emergency Shelter $3,000 



Springfield School Volunteers, Inc. 

Arts in the Morning at Kensington Avenue School $6,000 


Boland School Adult ESOL Family 

Literacy Program, $47,500 

Springfield V.A.C.A., Inc. 

Family Engagement Program $20,000 

Stavros Center for Independent Living, Inc. 

Ramp Construction $20,000 

Take and Eat, Inc. 

Weekend Meals for Homebound Elders $5,000 

The Association for Community Living, Inc. 

Autism Education for Parents $13,300 

The Brick House Community Resource Center, Inc. 

High School Drop Out Prevention $10,000 

The Community Education Project, Inc. 

ABE-to-College Transition Program $10,000 

The Food Bank of Western Massachusetts, Inc. 

Nutritionist $7,500 

FutureWorks assists 11,000 to 12,000 Hampden 

County job seekers annually. The Foundation’s 

grant enabled them to replace ten computers 

and upgrade software and equipment, resulting 

in more efficient access for a greater number of 

job seekers. 

The Food Bank of Western Massachusetts, Inc. 

Springfield Hunger Initiative $8,000 

The Home for Little Wanderers 

Youth Aging Out of Foster Care Study $10,000 

The Nature Conservancy of Massachusetts 

Westfield Highlands Forest Partnership $5,000 

The Salvation Army - Holyoke Corps 

Job Skills Program, Year 2 $71,000 

Third Sector New England, Inc. 

Literacy Skills for Incarcerated Women $8,400 

UMass Memorial Health Care, Inc. 

Wing Memorial Hospital Capital Campaign $15,000 

United ARC of Franklin and Hampshire Counties, Inc. 

Positive Parenting Program, Year 2 $23,300 

United Church of Bernardston 

Community Access Improvements $5,000 

Urban League of Springfield, Inc. 

Parent Support Program $25,000 

USAdoption Solutions, Inc. 

Special Needs Outreach and Training $7,000 

Valley Community Development Corporation 

Foreclosure Prevention and Counseling $10,000 

Valley Women’s History Collaborative, Inc. 

Mary Vasquez Softball League Oral History Project $5,000 

Veterans Education Project, Incorporated 

Military Families & Veterans Program Expansion $2,000 

Westfield River Watershed Association 

Education Program $4,000 

WGBH Educational Foundation 

Early Childhood Literacy Program $15,000 

Whole Children, Inc. 

Classroom and Playground Upgrades $18,000 

World Affairs Council of Western Massachusetts, Inc. 

Academic WorldQuest 2008 $2,000 

YMCA of Greater Springfield 

Fundraising Software Upgrade $25,100 


Teen Parent Program, Year 2 $103,200 

Young Entrepreneurs Society, Inc. 

Odd Jobs Exchange Expansion $5,000 

YWCA of Western Massachusetts 

YouthBuild Relocation $15,000 



Donor Designated Grants 

During the fiscal year 2007-2008, over 1,303 grants totaling $6.4 million were made to the 

following 601 charities from funds designated to support them, or on the recommendation 

of the advisors to 92 funds. 

A Better Chance, Inc. $1,000 

A. J. Muste Memorial Institute $300 

ABC Longmeadow, Inc. $900 

Abilities Unlimited of Western New England, Inc. $1,000 

Abortion Rights Fund of Western Massachusetts $3,030 

The Academy at Charlemont $550 

ACT NOW, Inc. $2,100 

Action Against Hunger USA $25,000 

Action Centered Tutoring Services $2,000 

AFS-USA, Inc. $400 

AIDS Action Committee of Massachusetts, Inc. $300 

Alaska Wilderness League $3,000 

The Algebra Project, Inc. $9,000 

All Out Adventures, Inc. $500 

Alliance to Defend Health Care, Inc. $750 

Alternatives to Violence Project USA, Inc. $2,000 

Alumni Fund Alumni Assoc. 

College of Medicine SUNY Health Science $100 

Amandla, Inc. $1,000 

Amelia Park Children’s Museum, Inc. $5,000 

America Walks, Inc. $10,000 

American Cancer Society, Inc. $20,299 

American Civil Liberties Union Foundation 

of Massachusetts $700 

American Civil Liberties Union Foundation, Inc. $1,500 

American Friends Service Committee $800 

American Heart Association, Inc. $400 

American International College $11,000 

American National Red Cross $6,000 

American National Red Cross, 

Greater Westfield Chapter $1,000 


Hampshire-Franklin County Chapter $1,000 


Pioneer Valley Chapter $10,300 

American Near East Refugee Aid $250 

Americans for Peace Now, Inc. $400 

Amherst Area Education Alliance, Inc. $15,550 

Amherst Cinema Arts Center, Inc. $41,500 

Amherst College $5,000 

Amherst Committee for A Better Chance $3,900 

Amherst Community Arts Center $1,000 

Amnesty International USA, Inc. $1,100 

Annunciation Roman Catholic Church $5,660 

Anti-Defamation League Foundation 

Common Fund, Inc. $750 

Antioch University $500 

Antioch University New England $500 

Appalachian Mountain Club $250 

Arise, Inc. $6,076 

Arthritis Foundation, Inc. $500 

Artspace Community Arts Center $2,000 

The Association For Community Living, Inc. $1,500 

Atheneum Society of Wilbraham, Inc. $3,256 

Atlantic Salmon Federation, Inc. $200 

Atlantic-Midwest Province of the 

School Sisters of Notre Dame $2,500 

Available Potential Enterprises, Ltd. $2,500 

Avon Products Foundation, Inc. $200 

Babson College $1,000 

Barre Center for Buddhist Studies, Inc. $1,140 

Barrington Stage Company, Inc. $200 

Bay Path College $8,000 

Baystate Franklin Medical Center $12,000 

Baystate Health Foundation, Inc. $510,298 

Beacon Hill Village, Inc. $500 

Beit Ahavah $150 

Bennington College Corporation $1,750 

Bentley College $300 

Berkshire Area Health Education Center, Inc. $2,731 

Berkshire Children and Families, Inc. 

for the Sidney F. Smith Toy Fund $65,730 

Berkshire Choral Festival, Inc. $100 

Berkshire Hills Music Academy $10,000 

Big Brothers-Big Sisters Association of 

Franklin County, Inc. $100 

Bill of Rights Defense Committee $500 

Blessed Sacrament Church $4,000 

Boothbay Harbor Memorial Library Association $2,000 


D O N O R A D V I S E D A N D D O N O R D E S I G N A T E D G R A N T S 

Boston Center for Adult Education $2,500 

Boston College Trustees $300 

Boston Lyric Opera Company $2,500 

Boston Symphony Orchestra, Inc. $3,000 

Bowdoin College $25,000 

Boy Scouts of America National Council $10,160 

Boys & Girls Club of Greater Holyoke, Inc. $9,873 

Boys & Girls Club of Greater Westfield, Inc. $1,200 

Brain Injury Association of America $2,000 

The Brianna Fund for Children with 

Physical Disabilities, Inc. $5,100 

Brigham & Women’s Hospital, Inc. $500 

Brightside, Inc. $45,660 

Brown University $11,500 

Bryant University $250 

Bureau for Exceptional Children, Inc. $6,660 

Business Friends of the Arts, Inc. $5,672 

Cancer Care, Inc. $250 

Cancer Connection, Inc. $3,500 

Cancer House of Hope, Inc. $1,000 

CARE $100 

Career Transition for Dancers, Inc. $1,200 

Carson Center for Human Services, Inc. $1,000 

The Carter Center, Inc. $1,000 

Cathedral High School $13,500 

Catholic Relief Services, Inc. $25,000 

Catholic Schools Foundation, Inc. $10,000 

CCCO Western Region $1,000 

Center for a New American Dream $250 

Center for Community Change $1,000 

Center for Constitutional Rights $2,200 

Center for Human Development, Inc. $16,300 

Center for Public Representation, Inc. $500 

Center for Victims of Torture $250 

Central Asia Institute $500 

Central Minnesota Community Foundation $2,000 

Charlemont Federated Church $100 

Children First Enterprises, Inc. $100 

Children’s Ashram Fund $200 

Children’s Miracle Network $2,539 

The Childrens Study Home, Inc. $23,460 

Church World Service $1,000 

Circumpolar Conservation Union $1,000 

City of Westfield $1,000 

Clarke School for the Deaf $4,450 

Class Action Network, Inc. $2,750 

Colby Sawyer College $500 

Colgate University Treasurer’s Office $2,000 

Collective Heritage Institute $3,000 

College of Our Lady of the Elms $11,000 

College of the Holy Cross Trustees $8,000 

Combined Jewish Appeal of Holyoke, Inc. $300 

Combined Jewish Philanthropies of 

Greater Boston, Inc. $1,500 

Commonwealth Center for Change $1,000 

Commonwealth Foundation, Inc. $250 

Commonwealth Opera, Inc. $637 

Community Adolescent Resource and 

Education Center $6,050 

Community Environmental Legal Defense Fund $1,000 

Community Involved in Sustaining 

Agriculture, Inc. $10,550 

Community Music School of Springfield, Inc. $270,446 

Community United Way of Pioneer Valley, Inc. $38,323 

Community Young Men’s Christian 

Association of Greenfield, MA $35,000 

Concerned Citizens for Springfield, Inc. $500 

Concord Academy $100 

Congregation B’nai Israel $13,728 

Congregation Kodimoh $1,155 

Congregation of Sisters of Saint Joseph 

of Springfield $1,000 

Connecticut Opera Association, Inc. $1,000 

Connecticut Public Broadcasting, Inc. $2,000 

Connecticut River Watershed Council, Inc. $1,100 

R.H. Conwell Elementary School $1,000 

Cooley Dickinson Hospital Health Care Corp. $51,700 

Co-op America Foundation, Inc. $250 

Copley Hospital, Inc. $250 

Cornell University $30,100 

Covenant House $100 

Creative Thought and Action $2,000 

Cultural Images Group, Inc. $3,000 

Cutchins Programs for Children and Families, Inc. $400 

Cystic Fibrosis Foundation Headquarters $200 

Dakin Pioneer Valley Humane Society, Inc. $10,601 

Dana Farber Cancer Institute, Inc. $9,600 

Dartmouth-Hitchcock Medical Center $21,000 

Deerfield Academy $4,500 

Deerfield Land Trust, Inc. $2,500 

Digital Divide Data $10,000 

Dilgo Khyentse Fellowship $5,000 

Disarm Education Fund $150 

Doctors Without Borders USA, Inc. $5,750 

Double Edge Theatre Productions, Inc. $2,000 

Douglas A. Thom Clinic, Inc. $1,500 

Downey Side, Inc. $1,000 

Drama Studio, Inc. $12,350 

Dunbar Community Center, Inc. $100 

Eaglebrook School $5,000 

East Longmeadow Scholarship Foundation $42,400 

Easthampton Learning Foundation $10,000 



Edwards Church of Northampton $2,000 

Elder Vision, Inc. $1,000 

Ella Baker Center for Human Rights $500 

Emergency Aid Association, Inc. $250 

Enchanted Circle, Inc. $5,600 

Enlace De Familias De Holyoke/ 

Holyoke Family Network, Inc. $100 

Epilepsy Foundation of Massachusetts and 

Rhode Island $800 

Equestrian Order for the Holy Sepulchre 

of Jerusalem $1,200 

Equity Trust, Inc. $2,500 

Equus Projects, Inc. $200 

Eric Carle Museum of Picture Book Art, Inc. $500 

Family Diversity Projects, Inc. $100 

Fannie Stebbins Memorial Wildlife Refuge, Inc. $500 

FCNL Education Fund $10,000 

Federated Community Church of Hampden $500 

Feeding Hills Congregational Church $12,149 

FEEDS, Inc. $8,200 

Fellowship Foundation, Inc. $1,250 

Fellowship of Reconciliation, Inc. $2,000 

FINCA International, Inc. $300 

First Church of Christ in Longmeadow $4,890 

First Congregational Church of Chester Hill $993 

First Congregational Church of South Hadley $6,735 

Fletcher Memorial Library $500 

Fonkoze USA $1,000 

The Food Bank of Western Massachusetts, Inc. $116,617 

Forest Park Zoological Society, Inc. $1,000 

Fortune Society, Inc. $250 

Foundation for Fiber Art, Inc. $21,000 

Foundation for Healthy Family Development $200 

Foundation for Media Education $100 

Franklin Area Survival Center, Inc. $8,000 

Franklin County Home Care Corporation $9,000 

Franklin Land Trust, Inc. $50,500 

Franklin Pierce College $2,500 

Friends of Amherst Recreation, Inc. $500 

Friends of Children, Inc. $1,100 

Friends of Hospice House, Inc. $5,000 

Friends of Martin Luther King Jr. 

Charter School of Excellence, Inc. $6,000 

Friends of Sabis International Charter School $1,000 

Friends of the Enfield Senior Center $500 

Friends of the Homeless, Inc. $4,000 

Friends of the Soldiers’ Home in Holyoke, Inc. $100 

Friends of the West Springfield Library, Inc. $2,000 

Friends of the Westhampton Memorial 

Library, Inc. $3,100 

Friends Without a Border $250 

Friends World Committee for Consultation $1,000 

Wilbraham resident Scott Bergman (right) started a 

donor advised fund at the Foundation on the advice of 

his attorney, Bruce Devlin (left) of Frankel Devlin, LLC. 

When Scott Bergman was being treated at a local 

hospital, he noticed an unusual sculpture in the 

lobby. It struck such a chord with him that he 

decided to find a way to bring more of George 

Rhoads’ rolling ball machines to children in need. 

“Since I knew from personal experience how difficult 

hospital stays were for adults, I wanted to make 

it a little easier for kids who had to be hospitalized,” 

says Bergman. He consulted Bruce Devlin, a 

Springfield attorney, about starting a private foundation 

to support his idea. In light of the costs and 

timing, Bruce advised him to start a donor advised 

fund instead, “Under the circumstances, I thought 

the money should be spent on the children and not 

legal fees. The Foundation’s donor advised fund 

was a more cost-effective solution for Scott.” 

The Fund for Women Artists, Inc. $5,000 

Gaylord Memorial Library Association $401 

Girl Scouts of Pioneer Valley, Inc. $500 

Girls Incorporated of Holyoke $2,200 

Girls Incorporated of Omaha $2,000 

Glenmeadow, Inc. $1,000 

Global Fund for Women, Inc. $4,000 

God’s Love We Deliver, Inc. $250 

Good Sports, Inc. $1,000 

Goodspeed Opera House Foundation, Inc. $100 

Goodwill Industries of the Springfield/ 

Hartford Area, Inc. $2,000 




Grace Episcopal Church $2,675 

The Grammar School at Somersville, Inc. $6,000 

Granville-Tolland Citizens’ Scholarship Foundation $2,000 

Gray House, Inc. $5,000 

Great Trails Council, Inc. - Boy Scouts of America $57,180 

Greater Holyoke Chamber Centennial 

Foundation, Inc. $500 

Greater Springfield Habitat for Humanity $100 

Green River Center, Inc. $250 

Greenfield Center School, Inc. $1,500 

Greenfield Community College Foundation, Inc. $66,500 

Greenpeace Fund, Inc. $250 

Greensboro Justice Fund, Inc. $600 

Hampden-Wilbraham Regional School District $200 

Hampshire College $250 

Hampshire Community United Way $7,750 

Hampshire Regional School District $4,700 

Hampshire Regional Young Men’s 

Christian Association $23,600 

Hartford Stage Company $1,100 

Harvard University $450 

Hawthorn Services, Inc. $1,000 

Haymarket Peoples Fund, Inc. $3,200 

Healthy Teen Network $10,000 

Heath Agricultural Society, Inc. $21,000 

Heath Historical Society, Inc. $11,900 

Hebrew SeniorLife, Inc. $1,000 

Heifer Project International, Inc. $1,000 

High Rocks Educational Corporation $1,000 

Hillel The Foundation for Jewish Campus Life $200 

Hilltown Land Trust, Inc. $5,000 

Hitchcock Center, Inc. $200 

Holland Congregational Church $8,050 

Holy Cross Parish, Holyoke $3,250 

Holy Cross Parish, Springfield $600 

Holy Name Parish, Springfield $1,345 

Holyoke Catholic High School $15,000 

Holyoke Civic Symphony Orchestra, Inc. $1,000 

Holyoke Community College Foundation, Inc. $22,600 

Holyoke Hospital, Inc. $1,000 

Holyoke Merry-Go-Round, Inc. $100 

Holyoke Public Library Corp. $250 

Holyoke Public Schools $1,200 

Holyoke Reach Out and Read, Inc. $200 

Holyoke Young Men’s Christian Association, Inc. $4,200 

Horace Bushnell Memorial Hall Corporation $500 

Horizon’s for Homeless Children, Inc. $100 

Hospice of Franklin County, Inc. $7,000 

Huntington Evangelical Church $2,104 

Huntington Theatre Company, Inc. $2,500 

Hybrid Vigor Music, Inc. $1,000 

Indian River Community College Foundation, Inc. $1,000 

Insight Meditation Society, Inc. $100 

Institute for Policy Studies $3,000 

Institute for the Musical Arts $2,000 

International Campaign for Tibet $200 

International Collaborative for Science, 

Education and Environment $500 

International Rescue Committee, Inc. $175,650 

Jackson Street School Parent Teacher 

Organization, Inc. $2,000 

Jacob’s Pillow Dance Festival, Inc. $2,500 

Jelupa Productions, Inc. $3,000 

Jewish Federation of Greater Springfield $65,000 

Jewish Geriatric Services, Inc. $180 

John W. Graham Emergency Shelter Services, Inc. $1,000 

Johns Hopkins University $1,200 

Jones Library, Inc. $1,700 

Junior Achievement of Western 

Massachusetts, Inc. $1,500 

Kagando Mission Hospital Foundation, Inc. US $500 

Kansas University Endowment Association $600 

Karuna Center for Peacebuilding $8,300 

Keewaydin Foundation $50 

Kestrel Trust $13,050 

Kimball Union Academy $275 

Kripalu Yoga Fellowship $10,000 

Kyle Petty Charity Ride, Inc. $10,000 

Lake Sunapee Protective Association $72,500 

Lake Sunapee Region Visiting Nurse Association $1,500 

Latin American Studies Association, Inc. $3,974 

Latino Scholarship Association $100 

The Leukemia & Lymphoma Society, Inc. $1,800 

Lesley University $1,000 

Lilly Library Association $5,660 

The Literacy Project, Inc. $200 

Longmeadow Chamber Music Society, Inc. $200 


Foundation, Inc. $2,850 

Longmeadow Public Schools $1,890 

Loomis Housing Corporation $750 

Lupus Foundation of New England, Inc. $500 

MAB Community Services, Inc. $1,700 

MacDuffie School $9,095 

Maine Maritime Museum $1,000 

Maine Public Broadcasting Corporation $10,000 

Marion Institute, Inc. $1,000 

Marist College $500 

Mary-Helen Mautner Project for 

Lesbians with Cancer $250 

Maryknoll Mission Association of the Faithful, Inc. $2,000 



Massachusetts Audubon Society, Inc. $17,149 

Massachusetts Bird of Prey Rehabilitation Facility $1,000 

Massachusetts Brain Injury Association $100 

Massachusetts Continuing Legal Education, Inc. $12,500 

Massachusetts Correctional Legal Services $100 

Massachusetts Foundation for the Humanities $2,500 

Massachusetts Institute of Technology $400 

Massachusetts Land League $2,000 

Massachusetts Society for the Prevention 

of Cruelty to Animals $11,448 

Mazon, Inc. a Jewish Response to Hunger $150 

Memorial Sloan-Kettering Cancer Center $250 

Men’s Resource Center for Change, Inc. $23,037 

Mercy Hospital, Inc. $3,700 

Miami University Foundation, Inc. $250 

Middlebury College $1,000 

Miniature Theatre of Chester, Inc. $1,500 

Minnechaug Land Trust, Inc. $1,000 

Minuteman Implant Club, Inc. $500 

Mittineague Congregational Church $1,204 

Mohawk Trail Concerts, Inc. $1,500 

Monastery of the Mother of God $250 

Montague Catholic Social Ministries, Inc. $4,000 

Montclair Academy $500 

Mosaic Project $150 

Mount Grace Land Conservation Trust, Inc. $50,141 

Mount Holyoke College $4,100 

Mountain Road School $150 

Multi-Arts, Inc. $500 

Museum of Fine Arts $2,500 

Museum of Modern Art $120 

Museum of Science $2,106 

Music in Deerfield, Inc. $3,000 

Nantucket Conservation Foundation, Inc. $1,000 

Nantucket Cottage Hospital $1,000 

National Conference for Community and 

Justice of CT & W. MA, Inc. $10,000 

National Guild of Community Schools 

of the Arts, Inc. $10,000 

National Multiple Sclerosis Society $250 

National Priorities Project $11,750 

National Yiddish Book Center, Inc. $2,180 

Natural Resources Defense Council, Inc. $3,150 

The Nature Conservancy of Massachusetts $2,000 

The Nature Conservancy, Inc. $4,600 

New England Coalition on Nuclear Pollution, Inc. $100 

New England Deaconess Association $10,000 

New England Junior Falcons Hockey Club, Inc. $250 

New England Learning Center for 

Women in Transition, Inc. $200 

New England Wild Flower Society $10,600 

New Israel Fund $1,450 

New York Foundation for the Arts, Inc. $500 

The Newman Center $250 

Nichols College $10,000 

Noble Health Systems $1,039,500 

Noble Visiting Nurse and Hospice Services, Inc. $1,200 

Nonviolent Peaceforce $1,000 

North Country School $650 

North End Educational Development 

and Fund, Inc. $2,500 

Northampton Academy of Music, Inc. $1,000 

Northampton Arts Council, Inc. $3,500 

Northampton Center for the Arts, Inc. $1,000 

Northampton Community Music Center, Inc. $5,500 

Northampton Education Foundation, Inc. $11,000 

Northampton Survival Center, Inc. $3,300 

Northeastern University $1,000 

Northwestern Children’s Advocacy Project, Inc. $300 

Nueva Esperanza, Inc. $1,250 

Thomas J. O’Connor Regional Dog Control Center $690 

Open Field Foundation Bramble Hill Farm $15,000 

Open Pantry Community Services, Inc. $600 

Our Lady of Hope $2,000 

Oxfam-America, Inc. $56,000 

Pachamama Alliance $500 

Pacifica Foundation $200 

Pan Massachusetts Challenge Trust $100 

Parish Cupboard, Inc. $6,000 

Parkinson’s Disease Foundation, Inc. $250 

Partners in Health a Nonprofit Corporation $750 

Partnership for the Homeless, Inc. $500 

Pasadena Hospital Association, Ltd. $1,000 

Pathfinder International $5,000 

Peace Development Fund, Inc. $3,200 

Peacemaker Community, Inc. $500 

The Performance Project, Inc. $2,000 

The Margaret Fitzgerald Grogan 

Petersmeyer Foundation, Inc. $500 

Pew Charitable Trusts $30,000 

Phillips Exeter Academy $200 

Physicians for a National Health Program $1,250 

Physicians for Human Rights $50,000 

Pioneer Valley Christian School $1,975 

Pioneer Valley Council, Inc. - 

Boy Scouts of America $3,500 

Pioneer Valley Habitat for Humanity $10,500 

Pioneer Valley Project, Inc. $4,000 

Pioneer Valley Waldorf School Association, Inc. $26,000 

Planned Parenthood Federation of America, Inc. $2,350 

Planned Parenthood League of 

Massachusetts, Inc. $26,050 



Pocumtuck Valley Memorial Association $100 

Political Research Associates $1,500 

Porter-Phelps-Huntington Foundation, Inc. $500 

Preschool Enrichment Team, Inc. $50,000 

Prison Book Program $200 

Project Renewal, Inc. $2,000 

Protestant Episcopal Cathedral Foundation $500 

Providence College $1,000 

Providence Ministries for the Needy, Inc. $2,951 

Providence Place, Inc. $500 

Puerto Rican Cultural Center, Inc. $200 

Quaker House of Fayetteville, Inc. $10,000 

radKIDS, Inc. $1,000 

Rattlesnake Gutter Trust $400 

Regents of the University of Michigan $1,000 

Regional Employment Board of Hampden 

County, Inc. $25,000 

Remote Area Medical Foundation $2,000 

Resist, Inc. $400 

Richard Salter Storrs Library $1,240 

Riverside Industries, Inc. $1,350 

Roman Catholic Bishop of Springfield $550 

Roman Catholic Diocese of Springfield $30,750 

Ronald McDonald House of Springfield 

Mass., Inc. $3,140 

Rosenberg Fund for Children, Inc. $3,000 

Rye Country Day School $500 

Safe Passage, Inc. $4,500 

Saint Anselm College $500 

Saint Joseph College Corp. $5,000 

Saint Mary’s College $2,000 

Saint Patrick’s Parade Committee of Holyoke, Inc. $3,148 

The Salvation Army - Divisional Headquarters $3,000 

The Salvation Army - Holyoke Corps $250 

The Salvation Army - Springfield Corps $5,000 

Sandglass Center for Puppetry & 

Theater Research Ltd. $1,000 

Sarvodaya USA Corporation $300 

Save Darfur Coalition $250 

Save the Children $80,000 

Scantic River Watershed Association, Inc. $1,000 

L. John Schinelli Renal Assistance Fund, Inc. $10,000 

School of the Museum of Fine Arts, Boston $1,000 

Sconset Trust, Inc. $10,000 

ServiceNet, Inc. $500 

SEVA Foundation $200 

Sevenars Concerts, Inc. $1,250 

Shomrey Mishpat Rabbis for 

Human Rights North America $250 

Shriners Hospital for Children - Springfield $18,249 

Sierra Club Foundation $250 

Simmons College $500 

Sinai Temple Endowment Trust $22,000 

Sisters of Providence Health Systems, Inc. $3,118 

Skidmore College $2,500 

Smith Academy $2,200 

Smith College $100 

Smith Vocational and Agricultural High School $26,995 

Snow Farm-The New England Craft Program, Inc. $5,500 

The Society for the Propagation of the Faith $500 

Somers Visiting Nurse Association, Inc. $1,000 

South Africa Development Fund $150 

South Congregational Church of Amherst $150,000 

The South Hadley Community Chorus, Inc. $385 

South Hadley Historical Society, Inc. $523 

Southeast Asia Development Program, Inc. $10,250 

Springfield Adult Educational Council $300 

Springfield Boys and Girls Club, Inc. $36,885 

Springfield College $5,000 

Springfield Day Nursery Corporation $11,447 

Springfield Girl’s Club Family Center, Inc. $1,447 

Springfield Jewish Community Center, Inc. $2,900 

Springfield Library and Museums Association $468,630 

Springfield Performing Arts Development Corp. $6,113 

Springfield Public Schools $2,568 

Springfield Rescue Mission, Inc. $22,349 

Springfield School District $800 

Springfield School Volunteers, Inc. $8,500 

Springfield Symphony Orchestra $19,223 

Springfield Technical Community 

College Foundation, Inc. $4,600 

St. Andrew’s by the Sea $100 

St. John’s Episcopal Church $100 

St. John’s Lutheran Church $4,167 

St. Mary’s Parish $2,000 

St. Patrick’s Church $5,000 

St. Paul’s Episcopal Church $1,046 

St. Peter and St. Paul Orthodox Church $1,250 

Stanford University $200 

Stanley Park of Westfield, Inc. $13,149 

State of Vermont $500 

Stavros Center for Independent Living, Inc. $3,000 

Suffield Council for the Arts $250 

Suffield Volunteer Ambulance Association, Inc. $1,000 

Sufi Order $700 

Survival Centers, Inc. $15,900 

Swarthmore College $1,000 

Synthesis Center, Inc. $100 

Taft School Corporation $3,000 

Tapestry Health Systems, Inc. $300 

Temenos, Inc. $4,100 



Temple University School of Medicine $250 

Ten Directions, Inc. $20,000 

The White Mountain Waldorf School $30,000 

The Women’s Fund of Western Massachusetts $21,663 

Theaterworks, Inc. $500 

Third Sector New England, Inc. $2,500 

Thomas Jefferson University $1,200 

Tilton Fund, Inc. $5,000 

Top Floor Learning, Inc. $30,000 

Town of Agawam $12,149 

Town of Longmeadow $2,700 

Town of Somers $4,000 

Traprock Peace Center, Inc. $1,600 

Treasure Cay Community Foundation, Inc. $2,000 

Trout Unlimited $1,000 

Trustees of Dartmouth College $2,750 

Trustees of Forbes Library $100 

Trustees of Phillips Academy $28,800 

Trustees of Reservations $9,650 

Trustees of Tufts College $250 

Trustees of Westminster School, Inc. $1,300 

U. S. Committee for Refugees and 

Immigrants, Inc. $5,000 

Union Evangelical Church of Heath $6,500 

Union for Reform Judaism $3,700 

Union of Concerned Scientists, Inc. $20,800 

Unitarian Society of Northampton and Florence $1,000 

Unitarian Universalist Society of 

Greater Springfield $100 

United ARC of Franklin and Hampshire 

Counties, Inc. $2,000 

United for a Fair Economy, Inc. $2,100 

United Jewish Appeal-Fed. of Jewish 

Philanthropies of NY, Inc. $300 

United Negro College Fund, Inc. $400 

United Performing Arts Fund, Inc. $500 

United Way of Franklin County, Inc. $32,000 

University of Dayton $100 

University of Massachusetts $13,417 

University of Massachusetts Medical School $100 

University of Rochester $250 

Urban League of Springfield, Inc. $14,375 

V.N.A. Fund, Inc. $250 

Valley Land Fund, Inc. $15,000 

Vergennes Congregational Church $1,000 

Veterans Education Project, Incorporated $1,000 

Visiting Nurse Association & 

Hospice of Vermont and New Hampshire $1,000 

Visiting Nurse Association & Hospice of 

Western New England $6,416 

VNA & Hospice of Cooley Dickinson, Inc. $500 

WAMC $350 

Ware Youth Center, Inc. $864 

Warm the Children, Inc. $2,000 

Washington School $200 

Wellesley College $1,000 

West Cummington Congregational Church $4,000 

West Springfield Boys & Girls Club, Inc. $4,000 

Western Massachusetts Climbers’ Coalition $10,000 

Western Massachusetts Hilltown 

Cooperative Charter School $4,962 

Western Massachusetts Training Consortium, Inc. $2,000 

Western New England College $41,510 

Westfield Athenaeum $73,300 

Weston Rehabilitation Associates, Inc. $100 

WFCR Foundation, Inc. $23,525 

WGBH Educational Foundation $59,203 

Wheaton College $500 

Whole Children, Inc. $3,500 

Wilbraham & Monson Academy $2,300 

Barbara Williams Scholarship Fund $1,000 

Williams College $100 

William Penn House $500 

Willie Ross School for the Deaf, Inc. $10,000 

Williston Northampton School $1,100 

Wing Memorial Hospital Corporation $811 

Wistariahurst Museum Association, Inc. $26,500 

WMHT Educational Telecommunications $100 

WNYC Radio $300 

Womanshelter Companeras, Inc. $6,100 

Women Donors Network $33,800 

Women’s Institute for Leadership 

Development, Inc. $5,000 

Women’s Studio Workshop $500 

Women’s Voices-Women Vote $2,500 

Worcester Academy $1,000 

World Trade Center Memorial Foundation, Inc. $10,000 

World Vision International $420 

Yale University $300 

Yankee Golden Retriever Rescue, Inc. $1,000 

Yellow Barn, Inc. $500 

YMCA of Greater Springfield $9,558 

YMCA of Greater Westfield, Inc. $5,000 

Young Mens Christian Association 

Boothbay Region $5,000 

Youth Action Coalition, Inc. $2,000 

Youth Adventure Corps. $2,500 

YWCA of Western Massachusetts $5,769 

Zing Foundation, Inc. $250 


F R I E N D S A N D V O L U N T E E R S 

Audit and Finance 

Committee 

Michael Fritz, Chair 

Robert B. Atkinson 

Charles P. Barker 

Jean M. Deliso 

John G. Gallup 

Lester L. Halpern, Emeritus 

Sandon S. Pearson 

Committee on Trustees 

Elizabeth D. Scheibel, Chair 

Bruce Brown 

Alfred L. Griggs 

Isolda Ortega-Bustamante 

Timothy S. Rice 

Mary Ellen Scott 

Margaret F. Woods 

Development and 

Marketing Committee 

Dana R. Barrows, Chair 

David Starr, Marketing 

Subcommittee Chair 

Paul D. Boudreau 

Robert S. Cohn 


Charles W. DeRose 

Kelly DeRose 

Dianne Fuller Doherty 

Amy Jamrog 


Peter A. Picknelly 

Joseph Poirier 


Paul Robbins 

Distribution Committee 

Peter J. Daboul, Chair 

David Angier 

Elizabeth Barker 

Kenneth Boutin 

Amy Caruso 

Paula DesRoberts 

Deborah Ferriter 

William Fisher 


Irene Rodriguez Martin 

Paul M. Mitus 

Elizabeth H. Sillin 

David Wilensky 

Education Committee 

Sonia M. Nieto, Chair 

Andrea Allen 


Edward Ciosek 

Richard Clark 

Janet DaSilva 

Brenda Doherty 

Bert Fernandez, M.D. 

Yvette M. Frisby 

Thea Katsounakis 

Carol A. Leary 

Gisele Litalien 

Shederick McClendon 

James O’S. Morton 


Kimberly Perry 

Executive Committee 

Stephen A. Davis, Chair 

Elizabeth D. Scheibel, Vice Chair 

Dana R. Barrows 

Peter J. Daboul 

Sonia M. Nieto 

Richard B. Steele 

Investment Committee 

Richard B. Steele, Jr., Interim Chair 

Helen D. Blake, Emerita 

Ruth Constantine 

Stephen A. Davis 

Latimer B. Eddy 


Mary Ann Spencer 

Ralph S. Tate 

Spencer L. Timm 

Personnel Committee 

Mary Ellen Scott, Chair 


Robert S. Carroll 

Willie Hill 

Carol A. Leary 

M. Idali Torres 

Project Reviewers 

Nancy E. Albert 

Elizabeth Belden 

Sanford A. Belden 


Bruce Brown 

Richard Clark 

Vinnie Daboul 

Paulette Dalpes 

April Estis-Clark 

David Eve 

Susan Greaney 

Michele Harris 

Robert R. Humberston 

Michelle Leonard 

Morton Lynn 

Susan B. Magee 

Robyn A. Newhouse 

Jill McCarthy Payne 

Carlos L. Santiago 

Hector L. Santos 

Tammy Sharif 

Marie M. Stebbins 

Sally M. Wittenberg 

Angela Wright 

Scholarship and 

Loan Reviewers 

Ellen Albano 

Andrea Allen 

Elizabeth Arel 


Louise Backer 


Danielle E. Brown 

Edward Ciosek 

Richard Clark 

Kamari Collins 


Linda Dagradi 

Janet DaSilva 


Brenda Doherty, Esq 

Bert Fernandez 

Keri Finnie 

Yvette M. Frisby 

Michael Fritz 

John G. Gallup 

Shannon L. Giordano 

Kristin Hallahan 


Tynisha Henderson 

Mary Ellen Hogan 

Gail Holt 

Andrea Howarth 

Andrea Joseph 


Stephanie King 

Eileen Kirk 

Gisele Litalien 

Morton Lynn 

Kathy Mitchell 

Maureen Moore 

James O’S. Morton 

Sonia M. Nieto 

Kathleen Roebuck 

Elizabeth Ward 

Gary S. Watson 

Angela Wright 

Strategic Initiatives 

Committee 

Bruce Brown, Chair 

Charles P. Barker 

Kenneth Boutin 


Michael Fritz 

Willie Hill 

Idali Torres 


Special Thanks 

To those who completed 

their volunteer service: 

Robert Carroll, Trustee 

M. Trish Robinson, Trustee 

Orlando Isaza, 


Margaret F. Woods, 


Andrea Howarth, 


Maureen Moore, 


Jay Yoder, 

Investment Commitee 

Ravya Taghavi, 

Marketing Committee 

To those who helped 

in other ways: 

Caroline Allison 

Bank of America 

Dolores Braza 

Rob Humberston 


Peter Weston 

Barbara Daly 


Paul Picknelly 

Marie Politis 

Paul Robbins 

Danielle Robertson 

Kimberley Thibodeau 


2 0 0 7 - 2 0 0 8 B O A R D O F T R U S T E E S 

Davis Scheibel Barrows Brown Constantine Daboul Deliso 

Fritz Hill Leary Nieto Ortega-Bustamante Pearson Picknelly 

Rice Scott Steele Torres Woods 

Carroll Griggs Atkinson Fuller Gallup Starr 

Stephen A. Davis, Chair 

Ventry Industries, LLC 

Elizabeth D. Scheibel, Vice Chair 

District Attorney for the Northwestern 

District 

Dana R. Barrows 

Director, Business & Estate Planning, 

Northwestern Mutual Financial Network 

Bruce Brown 

Retired President, 

Monarch Life Insurance Company 

Ruth Constantine 

Vice President for Finance & Administration, 

Smith College 


Retired Executive Vice President and 

Chief Information Officer, 

MassMutual Financial Services 


Owner, Deliso Financial and Insurance Services 

Michael Fritz 

President, Rugg Building Solutions 

Willie L. Hill, Ph.D. 

Director, UMass-Amherst Fine Arts Center 

(New Trustee, October 2007) 

Carol A. Leary, Ph.D., Past Chair 

President, Bay Path College 

Sonia M. Nieto, Ph.D. 

Retired Professor of Language, 

Literacy, and Culture, School of Education, 

University of Massachusetts, Amherst 


Director, Engaging Latino Communities 

for Education 




Springfield Advertising Company 

Peter A. Picknelly 

President, Peter Pan Bus Lines 


President, The Rice Companies 

Mary Ellen Scott 

President, United Personnel Services 

Richard B. Steele, Jr. 

Managing Member, 

Longmeadow Capital Partners, LLC 

M. Idali Torres, Ph.D. 

Associate Professor of Public Health, 

University of Massachusetts, Amherst 



Owner, Woods Appraisal Group 

EMERITUS TRUSTEE 

Robert S. Carroll, Past Chair 


Excel Dryer Corporation 

Alfred L. Griggs, Past Chair 

President, A. L. Griggs Industries, Inc. 

CHARTER TRUSTEES 

Robert B. Atkinson, Past Chair 

Senior Partner, Bulkley, 

Richardson and Gelinas, LLP 

Helen Fuller 

Corporator, Springfield Library and 

Museums Association 

John G. Gallup, Past Chair 

Retired Chief Executive Officer, 

Strathmore Paper Company 

David Starr 

President, Republican Company 


G I V I N G B A C K 

Starting a Fund at the Community Foundation 

The Community Foundation was designed to last forever, building permanent support for charitable work 

that is improving our world in the Pioneer Valley. The Community Foundation offers a variety of options for 

donors who share this ambition. The principal considerations when establishing a fund are: 

S ta r t i n g a F u n d – T h e B a s i c S t e p s 

How 

Permanent Funds 

Work 


attempts to make annual 

distributions to charity in 

perpetuity by preserving 

principal. Distributions 

restricted to distribution 

rate (currently 4.5% of 

principal). 

Funds may be designated 

for specific charities, fields 

of charitable interest, or 

geographic regions. 

Donors may choose to rely 

on the expertise of the 

Foundation’s Distribution 

Committee to support the 

greatest community needs 

most effectively. 

4 

4 

4 

4 

4 

4 

Á 

Define your charitable goals; how 

do you wish to change our world? 

• Allow the Foundation to exercise 

its expertise; or 

• Choose to focus on a particular 

type of charitable endeavor; or 

• Choose specific charities to 

support; or 

• Stay involved in grantmaking 

decisions 

Choose the amount to give. 

Choose when to give: 

now, or via your estate plan. 

Choose assets to donate: 

• Cash 

• Privately held stock 

• Publicly traded stock 

• Mutual fund shares 

• Real estate 

• Life insurance policies 

• Retirement plan assets- 

IRA, 401(k), 403(b) 

• Private foundation assets 

Choose name for fund: 

• Honor someone in perpetuity 

• Create a lasting memorial 

Recommend an investment option. 

How 

Advised Funds 

Work 

Income tax deduction may 

be taken in the year the gift 

is made; distributions made 

at a later time of donor’s 

choosing. 

Donor recommends grants 

of any amount of $100 or 

more, at any time to public 

charities of choice. 

Groups may make grants 

together (i.e. families, companies, 

nonprofit agency 

boards.) 


S T A R T I N G A F U N D 

Our Expertise 

Donors turn to the Community Foundation because 

it offers expertise that makes giving convenient, 

cost-advantageous, and effective for the long-term. 

Grantmaking 

The Foundation makes distributions from its 

unrestricted funds through a grantmaking process 

administered by its volunteer Distribution Committee 

and project reviewers who carefully examine 

over 200 grant applications each year. The competitive 

nature of the process helps insure that the 

highest and best use is made of the limited funds 

available (applications are typically received for 

four times the available funds). Its flexibility allows 

the Committee to adjust to emerging and changing 

needs. The Community Foundation administers 

a similar competitive award process for its scholarship 

and loan funds. 

Financial Stewardship 

The Board of Trustees has delegated primary 

responsibility for the investment of its assets to an 

Investment Committee, which consists of community 

experts in the oversight of investment portfolios 

(see page 21). 

An investment policy and a set of operating 

principles guide the Investment Committee in 

its deliberations and in the administration of the 

investment program. An independent consultant 

provides advice on the Foundation’s portfolios 

and analyzes portfolio performance. The Foundation’s 

Chief Financial/Administrative Officer, its 

accountant, and its fiscal staff are responsible for 

the administration of the investment program. 

The performance of all portfolios is measured 

and monitored quarterly by both the Investment 

Committee and fiscal staff and is compared with 

specified benchmarks consisting of standard 

investment indices. 

The assets of each fund are commingled with 

those of other funds in an investment portfolio, but 

are accounted for individually. Each fund is assigned 

its own share of interest, dividends, investment 

expenses, and gains and losses of the portfolio in 

which it is invested. The Community Foundation 

issues quarterly reports on each fund showing the 

beginning and ending balance and additions to and 

distributions from the fund. Twice yearly, a separate 

report is provided, comparing the performance of 

the portfolio in which the fund is invested with 

specified benchmarks. 

Planned Gift Arrangements 

Donors who want income for life and other split 

interest arrangements that benefit them can take 

advantage of the planned giving vehicles administered 

by the Community Foundation. The Charitable 

Gift Annuity and the Charitable Remainder Trust 

are two of the most popular forms of planned giving. 

The Community Foundation will administer 

these planned gifts only if the remainder interest 

comes to an endowed (permanent) fund at the 

Foundation, and it does not charge its customary 

fee for doing so (see page 58). Such a permanent 

fund may be tailored to the donor’s charitable interests. 

Bequests are another planned gift that allows a 

fund to be established with assets from the donor’s 

estate. 

Charitable Gift Annuities 

A charitable gift annuity is a simple contract allowing 

donors to receive a fixed income for life. The annual 

income is usually paid for the life of the donor 

and/or spouse, although it can benefit others as 

well. Donors can tailor the fund to meet their own 

charitable interests. 

At the end of the annuity period, the difference 

between the original gift and the cost of providing 

the annuity (including investment and other expenses 

noted below) is added to an existing or newly 

created permanently endowed fund at the Foundation. 

When a new fund to receive the remainder of a 

planned gift is created, the minimum tax-deductible 

portion of the gift must be at least $10,000. 

The amount payable by the annuity is determined 

by the Foundation using rates based on the age of 

the life beneficiary(ies). Beneficiaries must be 65 

years of age or older. The American Council on Gift 

Annuities, a national organization, provides the 

rate tables that we use. These rates are usually lower 

than the rates available from commercial insurance 

companies since a gift to a fund at the Foundation 



A Glance at Planned Gifts 

Bequest 

A simple planned gift can be made naming a fund 

at the Community Foundation of Western Massachusetts 

as a beneficiary of your estate. The terms 

of that fund can be arranged directly with the 

Community Foundation at that time, and can be 

changed later simply by contacting the Foundation. 

IRA, 401 (k), 403 (b) or Other Qualified 

Retirement Plan Assets 

A donor may use these assets to leave a legacy 

simply by naming the Community Foundation 

as the beneficiary. Such assets are often subject 

to both estate and income taxes, so these assets 

should be the first used for charitable bequests. 

Life Insurance 

The Community Foundation of Western 

Massachusetts can be named as the owner and 

beneficiary of a new or existing policy—perhaps 

a policy that is no longer essential to your financial 

goals. Subsequent premiums that you pay will 

then become tax deductible. 

Charitable Gift Annuity 

A gift annuity is a contract with the Community 

Foundation to pay a fixed income, usually for the 

life of the donor and/or spouse, but others can be 

named as the life beneficiaries. At the conclusion of 

the annuity, the Foundation will add to an existing 

or a new permanently endowed fund an amount 

equal to the difference between the original gift 

and the cost of providing the annuity. 

Charitable Remainder Trust 

A Charitable Remainder Trust is a trust that allows 

a donor to receive income (or provide income for 

another person) with the knowledge that the funds 

remaining when the trust terminates will be used 

to support the donor’s charitable interests. 

Charitable Lead Trust 

A Charitable Lead Trust is a trust that enables 

the donor to make significant charitable gifts 

in the near term, and then distribute the remainder 

interest to non-charitable beneficiaries, who 

may benefit from significantly lowered gift and 

estate taxes. 

will be made after the end of the annuity period. A 

tax deduction for part of the gift is based on the age 

of the life beneficiary (ies). 

By using appreciated securities for the charitable 

gift annuity, donors can generate income and defer 

the long-term capital gains tax normally associated 

with the disposition of these securities. 

Charitable Remainder Trusts 

A charitable remainder trust is an irrevocable trust 

that pays income to non-charitable beneficiaries 

(donor, spouse, parents, etc.) for a specific period of 

time, and the remainder to a charity. It is normally 

not economical to establish and administer a charitable 

trust with less than $50,000. 

The trust is a separate entity created by an irrevocable, 

written instrument prepared by an attorney 

and requiring a trustee. The Community Foundation 

will serve as the Trustee if the remainder of the 

trust goes to an endowed (permanent) fund at the 

Foundation. The fund at the Community Foundation 

that receives the remainder of the trust can be 

tailored to the charitable interests of the donor. 

The amount payable to the income beneficiary(ies) 

can be a fixed dollar amount (Annuity Trust), or a 

fixed percentage of the principal of the trust each 

year, which will vary with the investment returns of 

the trust (Unitrust). When a charitable remainder 

trust is established, the donor can usually take a tax 

deduction for part of the gift, based upon the age 

of the life beneficiary(ies) and the payout rate. The 

older the income beneficiary(ies), and the smaller 

the payout rate, the larger the deduction. 

By giving appreciated securities to the trust, the 

long-term capital gains tax normally associated with 

the disposition of those securities can be deferred. 

Bequests 

A donor can create an endowed fund during his or 

her lifetime that will be fully funded at the time 

of death via a simple bequest. By establishing an 

endowed fund during his or her lifetime, the donor 

is able to choose how the fund is distributed in perpetuity. 

This method of creating a fund is appealing 

to donors who want to make a lasting impact on the 

community, but for whom making a significant gift 

during his or her lifetime is not an option. 



A Closer Look at Fund Options 

Unrestricted 

Donors choose this fund to use the Community 

Foundation’s expertise to the greatest advantage for the 

community by responding to emerging and changing 

needs through a competitive grantmaking process. A 

Distribution Committee of involved and committed 

citizens, chosen for their extensive knowledge of both 

the needs and the nonprofit resources of the community, 

and aided by the Foundation’s professional staff 

and a group of volunteer project reviewers, carefully 

evaluates every application for funds, usually with an 

on-site visit. The Committee’s carefully disciplined decision-making 

process provides unequaled access to the 

community’s collective wisdom about how to allocate 

scarce charitable funds for maximum effectiveness. 

Field of Interest 

This fund allows a donor to concentrate on specific 

areas of charitable endeavor (i.e. education, elderly, 

environment, the arts). If desired, they can also utilize 

the expertise of the Distribution Committee and its 

competitive grantmaking process. 

Donor Designated 

Donors can direct that distributions from a fund be 

made to one or more specifically named charities. 

Typically such funds are endowed, allowing for the 

perpetual support of these organizations. 

Donor Advised 

Donors are directly involved in this type of fund, 

recommending the amount and timing of grants to 

charitable organizations. 

Education 

The Community Foundation has one of the largest 

scholarship and loan programs in the country. Donors 

can support students in pursuit of higher education 

by helping defray the rising costs of tuition. Like the 

Distribution Committee’s competitive process for 

unrestricted funds, the Foundation’s volunteer-based 

process for awarding scholarships and loans represents 

the community’s collective wisdom about the use of 

scarce charitable funds. Because of the administrative 

costs of such grants, scholarships and loans are not 

made for amounts less than $1,000. 

Agency Funds (advised and endowed) 

Nonprofit organizations establish funds in order to 

build their own supporting endowments and take advantage 

of the Community Foundation’s sophisticated 

investment management and other support services. 

Planned Giving Expenses 

The Community Foundation does not charge for its 

services in administering charitable gift annuities 

or charitable remainder trusts, but does charge for 

preparing the necessary tax returns (currently $125 

for Gift Annuities and $250 for Remainder Trusts), 

and for investing the donated assets. These charges 

will not affect the amount paid to the annuitant or 

to the life beneficiary of an Annuity Trust. After 

the death of the life beneficiary(ies), the Community 

Foundation will levy its customary fee on the 

endowed fund established by the annuity or trust. 

Key Information 

Minimum Balance 

It is not economical for the Community Foundation 

to maintain a fund for the long-term with a balance 

less than $10,000. In order to encourage the 

establishment of new funds, however, the Foundation 

will start a fund with as little as $2,000, provided 

there is a plan to build the fund to the $10,000 

minimum in five years or less. Amounts in excess 

of that minimum each year (including earnings 

from the fund’s investment) would be available for 

recommended distribution; distributions are not 

made from endowed funds until the $10,000 

minimum is reached. 

Scholarship funds require a higher fund minimum 

of $25,000 to support the distribution of a minimum 

scholarship award of $1,000 annually and the higher 

cost of administering these complex types of funds. 

Contributions to existing funds are accepted in 

any amount. 



Fees and Costs 

Fees for the administration of the Community 

Foundation’s funds are set from time to time by its 

Trustees solely to cover the costs of that administration. 

For permanently endowed funds, the current 

annual fee is 1% of the principal, applied to a 13 quarter 

rolling average of the principal. For funds that may 

distribute principal, the annual fee is 1.25%, which 

is applied to the current balance of the fund. The minimum 

annual fee for these types of funds is $125. 

Scholarship funds and funds utilizing the services 

of the Distribution Committee carry special fees. 

Fees for scholarship funds are 1.5%, with a special 

fee of 2% for funds requiring donor participation 

or other special services. Funds that require the 

Distribution Committee to determine recipients of 

distributions carry fees of 1.25% whether they are 

endowed or not. 

Fees for some types of funds are graduated 

according to size, reflecting the costs of providing 

the services required to administer the fund. All 

fees are in addition to the investment expenses, 

which are different for each portfolio. A complete 

fee schedule is available online under the About 

Us/Financial Section of the Foundation’s website 

(www.communityfoundation.org) or by calling 

the Foundation. 

Donor Advised Fund Grants 

If a donor wishes to be involved in the grantmaking 

process, the Community Foundation can administer 

an advised fund with the right given to the donor 

or other designated individuals or organizations to 

make recommendations for grants from the fund. 

Because gifts to Community Foundation funds 

are tax deductible, the Foundation must own the 

assets in its funds and recommendations for grants 

are not binding instructions; the Foundation must 

have the final authority over such distributions. The 

Foundation does not accept recommendations for 

grants less than $100, and all grants must be made 

to public charities. Advisors may not recommend 

distributions that benefit them or the donor (e.g. 

buying tables at fundraising dinners, or fulfilling 

legally binding pledges), and advisors to scholarship 

and loan funds bear particular responsibilities 

outlined in special guidelines applicable to them. 

Starting an Agency Fund 

Nearly 90 Pioneer Valley charities have 

established funds at the Community Foundation 

with assets donated to them or accumulated 

over time. Starting a fund at the Foundation 

provides services that many nonprofits may 

find advantageous. 

Professional investment management, 

strong fiscal stewardship 

Funds are invested under the supervision of 

local, community-based investment experts 

with experience in building and preserving funds 

in perpetuity. An agency fund may enhance a 

charity’s fundraising prospects because some 

donors may wish to support charity, but prefer 

the relative long-term security of the Community 

Foundation, particularly if they wish 

to insure that their gifts are endowed forever. 

High quality, cost-efficient administration 

and stewardship services 

Foundation staff processes timely, personalized 

gift acknowledgements and quarterly statements 

of fund activity. 

Acceptance of unusual assets like privately 

held stock, mutual fund shares, and real estate 

Agencies can receive the benefits of gifts that 

are highly advantageous to donors, but difficult 

for charities to process. 

Planned Giving Services 

Foundation administers charitable gift 

annuities, charitable remainder trusts, and lead 

trusts which direct gifts to endowed agency 

funds. This may be an efficient way to outsource 

a planned giving program. 

Fundraising advice and counsel 

Agencies can access the Community Foundation’s 

fundraising expertise to help build strategies 

for development programs of all sizes. 

Important Note: 

Both income tax and securities laws require the 

Community Foundation to own the assets in the 

funds it administers; therefore, establishing a fund 

requires the charity to transfer title to the assets to 

the Foundation. 


5 

Initiative 

&Under 

Access to Opportunity 

for Children in Poverty 

In FY 2008, $482,300 was awarded to 

nine organizations to support their 

second year of operations. 

The Community Adolescent Resource 

and Education (Care) Center 


Community Action! 

Holyoke Chicopee Springfield 

Head Start, Inc. 

The Salvation Army – Holyoke Corps 

Springfield Day Nursery Corporation 

d.b.a. Square One 


United ARC of Franklin and Hampshire 

Counties, Inc. 


Crystal is young and determined. She lives with her sister, 

grandmother, and daughter in a supportive, loving family that, 

unfortunately, lives in poverty. Crystal was nine months pregnant 

when she completed her GED at The Care Center in Holyoke 

which offers pregnant and parenting young mothers educational 

programs while their children attend on-site daycare. 

Crystal worked with the Center’s transition counselor, 

Joanna Weinberg Lawless to make the leap to Holyoke Community 

College. The 5 & Under Initiative grant has allowed The 

Care Center to employ transition counselors to encourage higher 

education and support students once they are enrolled at Holyoke 

Community College to remove any barriers to success. 

After a three-year process that analyzed critical issues facing 

our region, $1.1 million has been awarded through the 5 & Under 

Initiative to a total of eleven organizations, like The Care Center, 

that support high impact educational programs. These programs 

enable impoverished families with children five years of age and 

younger to improve their lives by addressing the root causes of 

poverty that affect them, and the entire community. Projects 

chosen focus in three areas: 

• Enhancing the educational attainment of the children by 

focusing on their cognitive and socio/emotional skills 

• Impacting the skills and education of parents 

• Creating supports for effective parenting 


Q u i c k Fac t s 

Founded 

1991 

Competitive Grant Awards 

Summary For FY 2008 

Number of Funds (a/o 3/31/08) 

514 

Human 

Services 38% 

5 & Under 

25% 

Arts & 

Culture 6% 

Design: Mary Zyskowski, wwwdesignmz.com • Printing: Tiger Press, www.tigerpress.com • Photography and cover photo: Paul Schnaittacher, www.photogman.com 

FY 2008 Grants 

Competitive Grantmaking 

Number of applications reviewed 203 

Amount requested 

$3.9 million 

Number of awards made 158 

Competitive grants paid from: 

Community Foundation funds $ 956,044 

Bank of America Trusts $ 841,500 

Total Grants Paid $1,797,544 


Designated Grants $6,433, 244 

Scholarships and Interest-free 

Education Loans 

Number of applications 3,012 

Number of students assisted 890 

Average scholarship award $2,740 

Amount granted $2,438,002 

Total Grants $10,668,790 

Funds of the Community Foundation 

For complete listing, see pages 22-39. 

Fund Type No. of Funds 3/31/08 Value 

Unrestricted 24 $20 Million 

Field of Interest 24 $3.9 Million 

Education 115 $32 Million 

Donor Designated 41 $9 Million 

Donor Advised 176 $19 Million 

Agency Funds 102 $5.9 Million 

Planned Gifts and Other 32 $7.4 Million 

Bank of America Trusts* 4 $24.6 Million 

Total 518 $121.8 Million 

* owned by Bank of America for which Community Foundation 

of Western Massachusetts provides grant services. 

80 

70 

60 

50 

40 

30 

20 

10 

0 

Education 11% 

Housing & 

Environment 9% Health 11% 

FY 2008 Competitive Grant Awards 

Compared to Population by County 

13% 11% 13% 22% 74% 

67% 

Franklin Hampshire Hampden 

FY 2008 Gifts 

% of Grant Award $ by County 

% of Pioneer Valley Population By County 

Competitive Grant Awards Summary 

Since Inception (1991) 

Arts and Culture 12% 

Education 19% 

Health 11% 

Environment and Housing 6% 

Human Services (includes initiatives) 52% 

Total Grants Awarded $18,630,600 

Number of Gifts 1,550 

Number of Donors 1,260 

Largest Gift $963,204 

Smallest Gift $1 

Total Gifts Received $8,875,946 


Nonprofit Org. 

U.S. Postage 

PAID 

Permit No. 967 

Springfield, MA 

1500 Main Street 

P.O. Box 15769 

Springfield, MA 01115 

phone: 413-732-2858 

fax: 413-733-8565 

www.communityfoundation.org 

A 501(c)(3) public charity 

Printed on recycled paper

Annual Report - Community Foundation of Western Massachusetts

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