Investments - Community Foundation of Western Massachusetts

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.

Investment Program
Investment Portfolio
Investment Committee
Distribution Policy

Financial Statements

2019 Audited Financial Statement (PDF)
2018 Audited Financial Statement (PDF)
2017 Audited Financial Statement (PDF)
2016 Audited Financial Statement (PDF)
2015 Audited Financial Statement (PDF)

Privacy Policy

Form 990

2024 Form 990 (PDF)
2023 Form 990 (PDF)
2022 Form 990 (PDF)
2021 Form 990 (PDF)
2020 Form 990 (PDF)

501(c)3 Letter (PDF)