South Mountain Association
South Mountain Association is a private foundation, based in PITTSFIELD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.0M in total assets. In 2024, it awarded 2 grants totaling $16K. Net investment income was $224K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.0M
+25.4% YoY
Annual Giving
$16K
-36.0% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$8K
-4.0% YoY
About South Mountain Association
Based on IRS filings
South Mountain Association is a private foundation, based in PITTSFIELD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.0M in total assets. In 2024, it awarded 2 grants totaling $16K. Net investment income was $224K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,974,650 | $3,968,218 | $3,609,444 |
| Revenue | $1,298,890 | $632,187 | $422,204 |
| Expenses | $291,147 | $273,460 | $256,513 |
| Qualifying Distributions | $280,177 | $262,942 | $246,462 |
| Net Investment Income | $224,097 | $207,512 | $185,258 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Katherine Rumin ($8,500), Leila Paredes ($7,500).
| Recipient | Purpose | Amount |
|---|---|---|
| KATHERINE RUMIN STOCKBRIDGE, MA | FURTHERING EDUCATION | $8,500 |
| LEILA PAREDES PITTSFIELD, MA | FURTHERING EDUCATION | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ELIZABETH BARBOUR | CLERK | 1 | — |
| WILLIAM BARTZ | President | 2 | — |
| JASON M KITTLER | Director | 1 | — |
| ERIC MARTIN | Director | 1 | — |
| ANNE MARCURE | Director | 1 | — |
| LEONARD COHEN | Director | 1 | — |
| ANN GALT | Treasurer | 3 | — |
| PAMELA GILES | Director | 1 | — |
| SCOTT ELDRIDGE | Director | 1 | — |
| HOLLY GOODRICH | Director | 1 | — |
| ROGER MULLEN | Vice President | 1 | — |
| JOHN MURPHY | Director | 1 | — |
| DAVID HARDING | Director | 1 | — |
| SUSAN NOYES | Director | 1 | — |
| CLINTON WHITTEMORE | Director | 1 | — |
| LOU R STEIGLER | Executive Direc | 20 | $56,064 |
Frequently Asked Questions
How large is South Mountain Association?
As of 2024, South Mountain Association holds $5.0M in total assets with $1.3M in annual revenue. It awarded 2 grants totaling $16K in 2024.
Where does South Mountain Association operate?
South Mountain Association has awarded grants in Massachusetts.
What size grants does South Mountain Association award?
In 2024, South Mountain Association awarded 2 grants totaling $16K — an average of about $8K per grant, based on its IRS Form 990 filings.
What is South Mountain Association's EIN?
South Mountain Association's EIN (Employer Identification Number) is 04-6049419. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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