Annual Report - Community Foundation of Western Massachusetts

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
Anonymous #3 Fund $7,136
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
Endowment Fund $755,684
Longmeadow Educational Excellence
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
Endowment Fund $174,664
Association for Community Living Fund $114,528
Amherst Survival Center Fund $114,392
East Longmeadow Scholarship
Foundation Fund $102,707
Community Foundation of Western Massachusetts 35