Community Foundation of Western MassachusettsCommunity Foundation of Western Massachusetts
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Ruth Constantine - Trustee & Investment Committee Chair

Financials

As a public charity, the Community Foundation of Western Massachusetts believes very strongly in the principals of openness and transparency not only to our donors, but to the public and community groups we serve. To that end, our annual IRS 990 filing, our investment operating policies and performance, as well as our audited financial statements are posted here. Please use these links to find out more.  

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Highlights

Investment Program

Investment Portfolio

Investment Committee

Administrative Fees

Distribution Policy

Annual Audited Financial Statements

FY2007 (PDF)
FY2006 (PDF)

FY2005 (PDF)

IRS Form 990

FY 2006 (PDF)

FY 2005 (PDF)

IRS Determination Letter (PDF)