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.
Ready to take the next step with South Mountain Association?
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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