Financial and Investment Information

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.

Annual Report 2017

Investment Program

Investment Portfolio

Investment Committee

Administrative Fees

Distribution Policy

Annual Audited Financial Statement

FY2019 (PDF)
FY2018 (PDF)
FY2017 (PDF)
FY2015 (PDF)

IRS Form 990
FY2018 (PDF)
FY2017 (PDF)
FY2013 (PDF)

IRS Determination Letter (PDF)

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