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· Private foundation

United Bank Foundation Massachusetts Inc

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$455k
Granted FY2019
67
Grants FY2019
3
States reached
$65k
Largest

Read this first · the figures below need context

100% of United Bank Foundation Massachusetts Inc’s FY2020 grant dollars went to Community Foundation Of Western Massachusetts, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2020 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year United Bank Foundation Massachusetts Inc named its own grantees at scale: 47 organizations, $455k. It is dated, not current.

Organizations named directly on the return

52
’17
65
’18
47
’19
0
’20

Amber years are those where most dollars went to a sponsor.

01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Philanthropy$3.9MEducation$172kArts & Culture$145kYouth Development$127kHuman Services$119kHealth$112kHousing & Shelter$101kEmployment$32kOther$0
02FY2019 · 67 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k54 grants · $128k
  • $10k–50k12 grants · $262k
  • $50k–250k1 grant · $65k
$2,500
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
WAY FINDERS$65,000
SISTERS OF PROVIDENCE HEALTH SYSTEM INC$30,000
SPRINGFIELD OPERATIONS ECS$30,000
GIRLS INC OF THE VALLEY$30,000
SPRINGFIELD MUSEUMS$30,000
BAY PATH UNIVERSITY$29,750
YMCA OF GREATER SPRINGFIELD$25,000
VARIOUS$24,963
BOYS & GIRLS CLUB OF GREATER WESTFIELD$15,300
URBAN LEAGUE OF SPRINGFIELD$15,000
LUDLOW COMMUNITY CENTER$12,000
THE WESTFIELD ATHENAEUM$10,000
WEST SPRINGFIELD PUBLIC LIBRARY$10,000
WORCESTER ART MUSEUM$7,500
VIABILITY$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–19, $71k) land where the poverty rate runs at 16%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%LOWER CAPE OUTREACH COUNCIL INC: $250 → 8%RIVERSIDE INDUSTRIES: $1k → 12%AMERICAN CONSUMER CREDIT COUNSELING: $1k → 8%AMERICAN CONSUMER CREDIT COUNSELING: $525 → 8%YMCA OF GREATER SPRINGFIELD: $25k → 17%YMCA OF GREATER WESTFIELD: $5k → 17%YMCA OF GREATER WESTFIELD: $5k → 17%CENTRO LAS AMERICAS INC: $800 → 11%YMCA OF GREATER WESTFIELD: $4k → 17%SPRINGFIELD RESCUE MISSION: $2k → 17%SPRINGFIELD RESCUE MISSION: $2k → 17%YMCA OF GREATER WESTFIELD: $100 → 17%THE BRIDGE OF CENTRAL MASSACHUSETTS: $500 → 11%HARMONY HOUSE: $1k → 17%COMM ADOLESCENT RESOURCE & EDUC CENTER: $10k → 17%WOMANSHELTERCOMPANERAS: $1k → 17%CENTER FOR HUMAN DEVELOPMENT INC: $5k → 17%WEST MASS ELDER CARE: $500 → 17%CENTER FOR HUMAN DEVELOPMENT INC: $500 → 17%MENTAL HEALTH ASSOCIATION: $5k → 17%MARTIN LUTHER KING JR FAMILY SERVICES: $1k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

68%of every dollar goes to organizations it has funded before.
$632k · 57 repeat orgs$292k to everyone else

Grantees it renews have grown median revenue +64% since the first grant, against +40% for those funded once.

57 repeat relationships: 37 still active in FY2019, 20 since wound down; 30 grantees were first funded in FY2019 (too recent to call). Read against FY2019, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

57
73

Total granted

$632k
$128k

Median revenue growth · since first grant

+64%
+40%

Still filing today

67%
53%

New vs renewed · share of each year

In FY2019, 64% of grant dollars renewed an existing relationship; $165k went to new ones.

50%100%’17’18’19
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19
Human ServicesCommunity ImprovementArts & CultureEducationHealthHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • WF
    WAY FINDERS INC
    2× · 2018–2019 · $74k · revenue +124%
  • SM
    SPRINGFIELD MUSEUMS CORPORATION
    3× · 2017–2019 · $62k · revenue +22%
  • BP
    Bay Path University
    3× · 2017–2019 · $56k · revenue +50%

Funded once

  • RM
    RONALD MCDONALD HOUSE CHARITIES CT&WM
    one grant, 2018 · $11k
  • PM
    Providence Ministries for the Needy Incgraduated
    one grant, 2018 · $10k · revenue +129%
  • HR
    HUMAN RESOURCES UNLIMITED INC
    one grant, 2018 · $10k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Downtown Worcester Business Improvement

To develop, implement, manage, operate, enhance and promote the general welfare of the people within the designated downtown worcester business improvement district (the district), through activities, programs, and services to include but…

Community Improvement
2
Greater New Bedford Workforce Investment Board Inc

Meet the workforce needs of employers and support economic development in greater new bedford.

Community Improvement
3
Walkboston Inc

Walkmassachusetts makes walking safer and easier in massachusetts to encourage better health, a cleaner environment and vibrant communities.

Unclassified
4
Women's Foundation of Massachusetts Inc

The women's foundation of massachusetts, inc. economically empowers women and girls in greater boston and across the commonwealth through creating and funding high impact leadership and economic programs in partnership with women's and…

Philanthropy
5
Westmass Area Development Corporation

The purposes of the corporation shall be to promote, stimulate, develop, and advance the business prosperity and economic welfare of the western massachusetts region and the citizens thereof, to encourage and assist, through loans,…

—
6
Women's Institute for Housing and Economic Development Inc

The mission of the women's institute is to promote economic resilience and stable homes by developing and preserving high quality affordable and supportive housing, with an emphasis on under-served populations.

—
7
Southeast Center for Independent Living Inc

The philosophy of independent living, maintains that individuals with disabilities have the right to choose services and make decisions for themselves. this belief is the foundation and guiding principle in all of the policies and…

Housing & Shelter
8
Massachusetts Education & Career Opportunities Inc

Massachusetts education and career opportunities, inc. (massedco, inc.) is a statewide network of service sites that provides education and career advising to over 12,000 low-income, first generation individuals each year. massedco…

Education
9
United Way of Greater New Bedford Inc

Our mission is to mobilize people, partnerships and resources to catalyze change that strengthens the communities served.

—
10
Worcester Comm Housing Resource Inc

Worcester Community Housing Resources' mission is to help create and preserve affordable housing and to initiate and support neighborhood revitalization in the greater Worcester area. Since 1994 we have proven ourselves to be a successful…

—
11
Worcester Youth Center Inc

To provide services for disadvantaged youth

Youth Development
12
Massachusetts Fair Housing Center Inc

Mfhc is committed to ending systemic housing discrimination and creating inclusive communities through education, outreach, advocacy, housing counseling and enforcement.

Housing & Shelter
How this is measured
The grantee most central to the portfolio’s shape is Springfield Boys & Girls Club Inc; the most unlike its peers is Dana-Farber Cancer Institute Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

102 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 102 of the 161 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
37
Early backer (in before they grew)
96/102
Grantees still filing
79/102
Grew since first funded

Where the money sits, by cause and then by grantee

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: $3,914,199 · PhilanthropyCOMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS+1 more: $3,000 · PhilanthropySISTERS OF PROVIDENCE HEALTH SYSTEM INC: $60,000 · OtherSISTERS OF …VARIOUS: $24,963 · OtherBOYS & GIRLS CLUB OF GREATER WESTFIELD INC: $21,725 · OtherWEST SPRINGFIELD PUBLIC LIBRARY: $20,000 · OtherBAYSTATE HEALTH FOUNDATION INC: $17,500 · Other+110 more: $350,800 · Other+110 moreSPRINGFIELD MUSEUMS CORPORATION: $62,250 · EducationBay Path University: $55,625 · EducationSPRINGFIELD OPERATIONS ECS INC: $30,000 · EducationWESTFIELD ATHENAEUM: $10,000 · Education+6 more: $15,850 · EducationWAY FINDERS INC: $73,500 · Housing & ShelterProvidence Ministries for the Needy Inc: $10,175 · Housing & ShelterWORCESTER COMMON GROUND INC: $4,025 · Housing & Shelter+1 more: $1,775 · Housing & ShelterYMCA of Greater Springfield Inc: $25,000 · Human ServicesYMCA OF GREATER WESTFIELD INC: $13,600 · Human ServicesCOMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER INC: $10,000 · Human ServicesCENTER FOR HUMAN DEVELOPMENT INC: $5,525 · Human ServicesMENTAL HEALTH ASSOCIATION INC: $5,000 · Human ServicesSPRINGFIELD RESCUE MISSION: $4,075 · Human Services+10 more: $8,400 · Human ServicesGIRLS INC OF THE VALLEY: $32,000 · Youth DevelopmentSPRINGFIELD BOYS & GIRLS CLUB INC: $8,000 · Youth DevelopmentWEST SPRINGFIELD BOYS & GIRLS CLUB INC: $5,050 · Youth Development+1 more: $1,000 · Youth DevelopmentWORCESTER ART MUSEUM: $17,575 · Arts & CultureWESTFIELD ON WEEKENDS INC: $15,075 · Arts & CultureSPRINGFIELD SYMPHONY ORCHESTRA INC: $2,500 · Arts & CultureARTSWORCESTER INC: $2,000 · Arts & CultureSAINT PATRICK'S PARADE COMMITTEE OF HOLYOKE INC: $2,000 · Arts & CultureDRAMA STUDIO INCORPORATED: $2,000 · Arts & CultureTHE LONGMEADOW HISTORICAL SOCIETY: $1,550 · Arts & Culture+3 more: $3,000 · Arts & Culture
Philanthropy$3,917,199Other$494,988Education$173,725Housing & Shelter$89,475Human Services$71,600Youth Development$46,050Arts & Culture$45,700

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10k$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCOMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: $3,914,199 over 1y, 10% of budgetWAY FINDERS INC: $73,500 over 2y, 0.1% of budgetSPRINGFIELD MUSEUMS CORPORATION: $62,250 over 3y, 0.4% of budgetBay Path University: $55,625 over 3y, 0.0% of budgetGIRLS INC OF THE VALLEY: $32,000 over 2y, 0.1% of budgetSPRINGFIELD OPERATIONS ECS INC: $30,000 over 1y, 1.2% of budgetYMCA of Greater Springfield Inc: $25,000 over 1y, 0.2% of budgetWORCESTER ART MUSEUM: $17,575 over 3y, 0.1% of budgetBAYSTATE HEALTH FOUNDATION INC: $17,500 over 3y, 0.1% of budgetWESTFIELD ON WEEKENDS INC: $15,075 over 2y, 28% of budgetURBAN LEAGUE OF GREATER SPRINGFIELD INC: $15,000 over 1y, 0.9% of budgetYMCA OF GREATER WESTFIELD INC: $13,600 over 3y, 0.2% of budgetYOUTH OPPORTUNITIES UPHELD INC: $12,500 over 3y, 0.0% of budgetBOYS & GIRLS CLUB OF GREATER HOLYOKE INC: $11,100 over 2y, 0.7% of budgetHOLYOKE COMMUNITY COLLEGE FOUNDATIONINC: $11,000 over 2y, 0.3% of budgetProvidence Ministries for the Needy Inc: $10,175 over 1y, 0.9% of budgetREVITALIZE COMMUNITY DEVELOPMENT CORPORATION: $10,025 over 2y, 0.8% of budgetCOMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER INC: $10,000 over 1y, 0.6% of budgetSPIRIT OF SPRINGFIELD: $10,000 over 3y, 0.4% of budgetMECHANICS HALL CORPORATION: $10,000 over 3y, 6.7% of budgetSpringfield Business Improvement District Inc: $8,500 over 2y, 0.4% of budgetSPRINGFIELD BOYS & GIRLS CLUB INC: $8,000 over 2y, 0.5% of budgetBOYS AND GIRLS CLUB OF WORCESTER INC: $7,725 over 3y, 0.1% of budgetBIG BROTHERS BIG SISTERS OF WESTERN MASSACHUSETTS INC: $7,675 over 3y, 1.4% of budgetUNITED WAY OF CENTRAL MASSACHUSETTS INC: $7,500 over 2y, 0.1% of budgetRAINBOW CHILD DEVELOPMENT CENTER INC: $6,500 over 2y, 0.1% of budgetSPRINGFIELD PERFORMING ARTS DEVELOPMENT CORP: $6,000 over 2y, 0.3% of budgetCENTER FOR HUMAN DEVELOPMENT INC: $5,525 over 2y, 0.0% of budgetWORK OPPORTUNITY CENTER INC: $5,000 over 1y, 0.2% of budgetVIABILITY INC: $5,000 over 1y, 0.0% of budgetMENTAL HEALTH ASSOCIATION INC: $5,000 over 1y, 0.0% of budgetGIRL SCOUTS OF CENTRAL AND WESTERN MASSACHUSETTS INC: $4,900 over 2y, 0.1% of budgetSPRINGFIELD RESCUE MISSION: $4,075 over 2y, 0.0% of budgetWORCESTER COMMON GROUND INC: $4,025 over 3y, 0.3% of budgetDomus Incorporated: $4,000 over 2y, 0.2% of budgetTHE MERCY HOSPITAL INC: $3,500 over 1y, 0.0% of budgetWORCESTER BUSINESS DEVELOPMENT CORP: $3,000 over 2y, 0.1% of budgetTHE HAROLD GRINSPOON CHARITABLE FOUNDATION: $3,000 over 3y, 0.1% of budgetDETECTOGETHER INC FORMERLY KNOWN AS THE 15-40 CONNECTION INC: $2,500 over 1y, 0.2% of budgetWORCESTER STATE FOUNDATION INC: $2,500 over 1y, 0.1% of budgetMAIN SOUTH COMMUNITY DEVELOPMENT CORP: $2,500 over 1y, 0.1% of budgetHOMEWORK HOUSE INC: $2,500 over 1y, 0.9% of budgetSPECTRUM HEALTH SYSTEMS INC: $2,500 over 1y, 0.0% of budgetSPRINGFIELD SYMPHONY ORCHESTRA INC: $2,500 over 1y, 0.1% of budgetGIRLS INCORPORATED OF WORCESTER: $2,500 over 1y, 0.1% of budgetTHE STANLEY PARK OF WESTFIELD INC: $2,500 over 1y, 0.2% of budgetSPOONFULS: $2,500 over 1y, 0.0% of budgetBOYS & GIRLS CLUB OF CHICOPEE INC: $2,150 over 2y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Beveridge Family FoundationMA91.1× affinity44 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Beveridge Family Foundation · Community Foundation of Western Massachusetts · Easthampton Savings Bank Foundation Inc · The Irene E and George A Davis Foundation · Berkshire Bank Foundation Inc · Chicopee Savings Bank Charitable Foundation · Peoples United Community Foundation · Peoplesbank Charitable Foundation Inc · Massmutual Foundation Inc · Ruth H & Warren a Ellsworth Foundation · The George I Alden Trust · Eversource Energy Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization United Bank Foundation Massachusetts Inc funds: left to right is the share of its income from government, bottom to top the share from United Bank Foundation Massachusetts Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 240%1%4%8%15%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 8%
  • The Bridge of Central Massachusetts Inc: 100% of income from government
  • Centro Las Americas Inc: 91% of income from government
  • Work Opportunity Center Inc: 88% of income from government
  • Highland Valley Elder Services Inc: 86% of income from government
  • Alianza Dv Services Inc: 82% of income from government
  • Urban League of Greater Springfield Inc: 81% of income from government
  • Viability Inc: 81% of income from government
  • Mental Health Association Inc: 66% of income from government
  • Riverside Industries Inc: 61% of income from government
  • Veterans Inc: 58% of income from government
  • Family Health Center of Worcesterinc: 39% of income from government
  • Homework House Inc: 38% of income from government
  • Spectrum Health Systems Inc: 33% of income from government
  • Common Capital Inc: 30% of income from government
  • Girls Inc of the Valley: 30% of income from government
  • New England Business Associates Inc: 28% of income from government
  • Center for Human Development Inc: 26% of income from government
  • Forest Park Zoological Society Inc: 12% of income from government
  • Blues to Green Inc: 12% of income from government
  • Shrewsbury Youth & Family Services Inc: 11% of income from government
  • The Enchanted Circle Inc: 9% of income from government
  • Springfield Symphony Orchestra Inc: 8% of income from government
  • Music Worcester Inc: 7% of income from government
  • American Antiquarian Society: 7% of income from government
  • Dana-Farber Cancer Institute Inc: 7% of income from government
  • Lower Cape Outreach Councilinc: 6% of income from government
  • Springfield Museums Corporation: 5% of income from government
  • Way Finders Inc: 4% of income from government
  • Worcester State Foundation Inc: 3% of income from government
  • Bay Path University: 3% of income from government
  • Girls Incorporated of Worcester: 2% of income from government
  • Drama Studio Incorporated: 2% of income from government
  • Artsworcester Inc: 2% of income from government
  • Spirit of Springfield: 2% of income from government
  • Boys & Girls Club of Chicopee Inc: 2% of income from government
  • Boys and Girls Club of Worcester Inc: 2% of income from government
  • Springfield Boys & Girls Club Inc: 1% of income from government
  • Worcester Common Ground Inc: 1% of income from government
  • Worcester Art Museum: 1% of income from government
  • Community Adolescent Resource and Education Center Inc: 0% of income from government
  • Springfield Partners for Community Action Inc: 0% of income from government
  • Baystate Health Foundation Inc: 0% of income from government
  • American Consumer Credit Counseling Inc: 0% of income from government
  • Westfield Athenaeum: 0% of income from government
no gov moneyreceives it· size = income
24get no government money at all
25report government grants on their 990 we could not trace to a source (not plotted)
10rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to United Bank Foundation Massachusetts Inc?

Find your warmest path to United Bank Foundation Massachusetts Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 161 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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