South Mountain Association | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like South Mountain Association. Data shown is extracted from Form 990-PF filings.
EIN: 04-6049419
Foundation Overview
Based in Pittsfield, MA, South Mountain Association has awarded 25 grants totaling $143,106 to organizations in Massachusetts and Illinois. Individual grants range from $2,500 to $10,000, with a median award of $6,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
96% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in West Stockbridge (29%), Pittsfield (29%), Stockbridge (21%).
Funding Trajectory
Moderate 39% growth trend over 7 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into South Mountain Association's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Katherine Rumin | $6,000 | Stockbridge, MA, US | Furthering Education | 2023 |
| Givens Dextra | $10,000 | Pittsfield, MA, US | Furthering Education | 2023 |
| Leila Paredes | $9,000 | Pittsfield, MA, US | Furthering Education | 2023 |
| Katherine Rumin | $6,500 | Stockbridge, MA, US | Furthering Education | 2022 |
| Bram Fisher | $6,500 | West Stockbridge, MA, US | Furthering Education | 2022 |
| Leila Paredes | $6,500 | Pittsfield, MA, US | Furthering Education | 2022 |
| Katherine Rumin | $6,500 | Stockbridge, MA, US | Furthering Education | 2022 |
| Bram Fisher | $6,500 | West Stockbridge, MA, US | Furthering Education | 2022 |
| Leila Paredes | $6,500 | Pittsfield, MA, US | Furthering Education | 2022 |
| Katherine Rumin | $6,500 | Stockbridge, MA, US | Furthering Education | 2022 |
| Bram Fisher | $6,500 | West Stockbridge, MA, US | Furthering Education | 2022 |
| Leila Paredes | $6,500 | Pittsfield, MA, US | Furthering Education | 2022 |
| Katherine Rumin | $8,000 | Stockbridge, MA, US | Furthering Education | 2021 |
| Joseph C Cracolici | $2,500 | Pittsfield, MA, US | Furthering Education | 2020 |
| Bram Fisher | $5,500 | West Stockbridge, MA, US | Furthering Education | 2020 |
| Hannah Lynn Cohen | $6,000 | Lee, MA, US | Furthering Education | 2018 |
| Bram Fisher | $5,000 | West Stockbridge, MA, US | Furthering Education | 2018 |
| Scott Daniel | $2,606 | Oak Park, IL, US | Furthering Education | 2017 |
| Jahna Stanton | $4,000 | West Stockbridge, MA, US | Furthering Education | 2017 |
| Taylor Fohrhaltz-burbank | $4,000 | Richmond, MA, US | Furthering Education | 2017 |
| Hannah Lynn Cohen | $4,000 | Lee, MA, US | Furthering Education | 2017 |
| Kate E Robarge | $5,500 | Pittsfield, MA, US | Furthering Education | 2016 |
| Jahna Stanton | $3,000 | West Stockbridge, MA, US | Furthering Education | 2016 |
| Taylor Fohrhaltz-burbank | $6,000 | Richmond, MA, US | Furthering Education | 2016 |
| Hannah Lynn Cohen | $3,500 | Lee, MA, US | Furthering Education | 2016 |
Foundations Similar to South Mountain Association
Discover 5 foundations with comparable assets ($6,536,573-$6,793,888), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
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Robert A Semonian Charitable Trust
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William J Mckee
EIN: 04-6640238 | 144 grants awarded |
$6,536,573
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$10,000
median grant |
Worcester, MA
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|
Sullivan Family Foundation
EIN: 20-3864725 | 145 grants awarded |
$6,786,783
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$10,000
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|
Archibald Family Foundation #0724900
EIN: 04-3417222 | 281 grants awarded |
$6,793,888
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Related Foundation Resources in MA:
Contact Information
Official contact details for South Mountain Association as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 04-6049419 |
| Website | N/A |
| Address | PO BOX 23 Pittsfield, MA 01202-0023 |
Key People (16)
Board members, trustees, and key staff who oversee South Mountain Association's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Clerk | Elizabeth Barbour |
|---|---|
| President | William Bartz |
| Director | Jason M Kittler |
| Director | Eric Martin |
| Director | Anne Marcure |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for South Mountain Association is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.