COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

EIN 223089640 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$61.81M
at fiscal year end
Grants out
$8.29M
from DAF accounts
Contributions in
$15.77M
received into DAFs
Payout rate
13.4%
median is 12.5%
Accounts
249
funds held at year end
Average account
$248K
assets per fund

At 13.4%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$68.6M
FY2021
$61.3M
FY2022
$61.8M
FY2023

Grants paid by year

$8.2M
FY2021
$8.6M
FY2022
$8.3M
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 1,573 grant lines totalling $86.4M across 2019–2024 — $55K per line.

$1.9M of this sponsor’s grants went to other DAF sponsors — 2% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Trinity Health - New EnglandEIN 061450168 CT$2.1M
Hillsdale College runs a DAF programEIN 381374230 MI$2.0M
The Food Bank of Western MA IncEIN 042751023 MA$1.7M
Kestrel Land TrustEIN 046243236 MA$1.7M
Greenfield Community College Foundation IncEIN 042449856 MA$1.5M
Baystate Health Foundation IncEIN 043549011 MA$1.5M
New England Public Media IncEIN 046130523 MA$1.3M
Northampton Conservation Endowment Interfund runs a DAF programEIN 223089640 MA$1.2M
University Of Massachusetts Amherst Foundation IncEIN 542084125 MA$888K
Pioneer Valley Workers CenterEIN 824732798 MA$848K
Community Action Pioneer ValleyEIN 042384972 MA$837K
Survival Centers IncEIN 042698462 MA$824K
St Jeanne Jugan ParishEIN 060813628 CT$801K
Home For The Aged Of The Little Sisters Of The PooEIN 060882297 CT$770K
Enlace De Familias De Holyokeholyoke Family Network IncEIN 043470427 MA$769K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.