2024-04-29T13:49:54-05:00 2023-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2023-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION BEVE 8002299667 3 UPLAND LANE WEST NEWBURY MA 01985 WARD CASWELL PRESIDENT 8002299667 2024-04-26 1 WARD CASWELL XXX-XX-XXXX 1 THOMAS F MULDOON CPA P01561688 5083669100 2024-04-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 60560634 X X 1462069 1462069 280516 23010848 280516 22134 22134 0 1764719 1764719 0 238600 47702 0 190898 13024 2605 0 10419 16671 4241 0 12430 81672 45335 0 36337 382983 334341 0 48642 30266 30266 0 0 4795 0 0 17304 3461 0 13843 178028 98751 0 79277 963343 566702 0 391846 2429910 2429910 3393253 566702 0 2821756 -1628534 1198017 0 1759561 2242110 2242110 62918 45517 45517 5155218 3080098 3080098 30650424 32822743 32822743 6356793 11624090 11624090 12398367 9922036 9922036 44693 41280 7377 3413 3413 367696 820627 820627 56758354 60560634 60560634 46693 137009 30000 103000 76693 240009 X 41903245 44602366 14778416 15718259 56681661 60320625 56758354 60560634 56681661 -1628534 5357998 60411125 90500 60320625 REALIZED GAINS P 23010848 22730332 280516 280516 280516 16652 0 16652 0 16652 54223 0 0 0 54223 0 37571 37571 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.BEVERIDGE.ORG GMA FOUNDATIONS 6174267080 2 LIBERTY SQUARE STE 500 BOSTON MA 02109 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WARD S CASWELL 3 UPLAND LANE WEST NEWBURY MA 01985 PRESIDENT/DIRECTOR 40.00 200000 38600 0 PHILIP CASWELL III 44 MERRIMAC ST NEWBURYPORT MA 01950 EMERITUS 0.50 0 0 0 RUTH S DUPONT 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 LEAH BEVERIDGE RICHARDSON 44 MERRIMAC ST NEWBURYPORT MA 01950 CLERK 1.00 0 0 0 CHRISTA PALMER BIGUE 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 PETER WESTON 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 JABEZ PALMER 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 FREDERICK WILLIAM STECHER 44 MERRIMAC ST NEWBURYPORT MA 01950 TREASURER 1.00 0 0 0 JONATHAN CASWELL 44 MERRIMAC ST NEWBURYPORT MA 01950 VICE PRESIDENT 1.00 0 0 0 ALEXANDRA B RUSSELL 44 MERRIMAC ST NEWBURYPORT MA 01950 ASSISTANT CLERK 1.00 0 0 0 PATRICE SWAN 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 FREDERIC PALMER 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 HENRY DUPONT 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 NANCY REICHE 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 NONE 0 CAPITAL GROUP 5300 ROBIN HOOD RD NORFOLK VA 23513 INVESTMENT MANAGEMENT 76779 0 0 56009664 1900523 0 57910187 0 0 57910187 868653 57041534 2852077 2852077 16652 16652 2835425 20000 2855425 0 2855425 2821756 0 2821756 2855425 0 0 29143 29143 2821756 0 0 0 2821756 0 29143 29143 0 0 0 0 0 4526 0 0 0 WARD CASWELL 3 UPLAND LANE WEST NEWBURY MA 01985 8002299667 WARD@CASWELL.ORG APPLICANTS SHOULD SUBMIT THE PROPOSAL ABSTRACT PROVIDED BY THE FOUNDATION ALONG WITH THE FOLLOWING REQUIRED DOCUMENTS 1)COPY OF IRS LETTER CLASSIFYING THE APPLICANT AS EXEMPT UNDER CODE SECTIONS 509(A) & 501(C)(3), 2)COPY OF 990 FOR THE MOST RECENT TOW YEARS, 3)THREE CONSTRUCTION BIDS, IF CONSTRUCTION PROJECT, 4)NAMES AND AFFILIATIONS OF THE BOARD MEMBERS, 5)IF HOSPITAL OR OTHER HEALHT-RELATED FACILITY, A COPY OF THE DETERMINATION OF NEED (DON) OR A CERTIFICATE OF NEED (CON), 6)MOST RECENT AUDITED FIANCIAL STATEMENTS, IF APPLICABLE, 7)NAME AND QULAIFCATIONS OF THE PERSON RESPONSIBLE OFR ADMINSTERING THE GRANT, 8)DETAILED BUDGET OF TEH PROJECT, 9)LIST OF OTHER SOURCES OF FUNDIGN FOR THIS PROJECT, 10)A STATEMENT THAT THE GRANT REQUEST IS EXECUTED BY A PERSON AUTHORIXED TO SUBMIT ON HEALF OF THE REQUESTING ORGANIZATION, 11)TABLE OF ORGANIZATION, 12)IF A UNIT OF GOVERNMENT, EVIDENCE OF THE RELATIONSHIP DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGSUT 1 OF EACH YEAR REJECTED PROGRAM ACTIVILES, INTERNATIONAL AFFAIRS, MEMBER BENEFIT, REJECTED TYPES OF SUPPORT AWARDS/PRIZE/COMPETITOINS, COLLECTIONS MGMT, COMMISSIONING NEW WORKS, CONFERENCES/SEMINARS, CURRICULUM DEVELOPMENT, DEBT REDUCTION, EMPLOYEE MATCHING GIFTS, EMLOYEE-BASED SCHOLARSHIPS, ENDOWMENT FUNDS, FACULTY/STAFF DEVELOPMENT, FELLOWSHIPS, FIL/VIDEO/RADIO PRODUCTION, FOUNDATION ADMINSTERED PRGRAMS, GENERAL/OPERATING SUPPORT, GRANTS/SCHOLARSHIPS TO INDIVDUALS, INCOME DEVELOMENT, INTERNSHIP FUNDS, MANAGEMENT DEVELOPMENT, PERFORMANCE/PRODUCTION COSTS, PROFESSORSHIPS, PROGRAM-RELATED INVESTMENT/LOANS, STUDENT AID MAXIUM GRANT AMOUNT REQUESTED SHOULD NOT EXCEED 25% OF THE TOTAL CONTRIBUTIONS FOR THE MOST RECENTLY ENDED FISCAL YEAR, OR 20% OF THE PROJECT BUDGET APPROVED AREAS OF GIVING INCLUDE HAMPEN & HAMPSHIRE COUNTIES, MA ALL OUR KIDS INC PO BOX 155 SOUTH HADLEY MA 01075 PC AOK COMMUNITY CLOSET EXPANSION 17200 SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE PO BOX 301155 JAMAICA PLAIN MA 02130 PC SELF ESTEEM ONLINE PROGRAM DEVELOPMENT: PIONEER VALLEY 10000 SAFE PASSAGE 76 CARLON DR NORTHAMPTON MA 01060 PC HOUSING AND ECONOMIC EMPOWERMENT INITIATIVE 32000 RISE ABOVE FOUNDATION PO BOX 174 NORTHBRIDGE MA 01534 PC WESTERN MA OUTREACH & PROGRAM GROWTH 40000 RESOURCE ORGANIZING PROJECT (FISCALLY SPONSORED BY RESIST INC) PO BOX 301240 BOSTON MA 02130 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 RAISING A READER MASSACHUSETTS (RAR-MA) 3 SCHOOL ST 3RD FLOOR BOSTON MA 02108 PC RAISING A READER MASSACHUSETTS (RAR-MA) PIONEER VALLEY 20000 QUABOAG HILLS COMMUNITY COALITION 97 CHURCH ST WARE MA 01082 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PROVISION MINISTRY 7 THOMAS NEWTON DRIVE WESTBORO MA 01581 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION INC 115 KEATING DRIVE BELLE CHASSE LA 70037 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PIONEER VALLEY RIVERFRONT CLUB INC PO BOX 3123 SPRINGFIELD MA 01101 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PIONEER VALLEY REGIONAL VENTURES CENTER INC 60 CONGRESS ST - FLOOR 1 SPRINGFIELD MA 01104 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PIONEER VALLEY POWER PACKS INC 128 MAIN ST EASTHAMPTON MA 01027 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PIONEER VALLEY BALLET 116 PLEASANT ST 155 EASTHAMPTON MA 01027 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1500 PEACE DEVELOPMENT FUND PO BOX 1280 AMHERST MA 01004 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1500 SELF-EVIDENT EDUCATION INC 156 OVERLOOK DRIVE FLORENCE MA 01062 PC SELF-EVIDENT TOGETHER 25000 PARTNERS FOR A HEALTHIER COMMUNITY INC DBA PUBLIC HEALTH INSTITUTE OF WES 127 STATE STREET 4TH FLOOR SPRINGFIELD MA 01103 PC HEATH EQUITY - DATA TO POLICY ACTION 45000 PARENT VILLAGES INC 32 HAMPDEN ST RIGHT FL 3 SPRINGFIELD MA 01103 PC VILLAGE BUILDERS 35000 PAN-MASS CHALLENGE 77 4TH AVENUE NEEDHAM MA 02494 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1000 ONE FAMILY INC 423 WEST BROADWAY SUITE 402 BOSTON MA 02127 PC ONE FAMILY SCHOLARS 10000 ONE CAN HELP INC PO BOX 55 NEWTON MA 02468 PC PROVIDING THE MISSING RESOURCES UNDERSERVED CHILDREN & FAMILIES INVOLVED WITH THE JUVENILE COURTS OR DEPARTMENT OF CHILDREN AND FAMILIES (DCF) NEED TO SUCCEED. 20000 NORTHFIELD MOUNT HERMON SCHOOL ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 PC FRANK STANLEY BEVERIDGE SCHOLARSHIP FUND - ENDOWED FINANCIAL AID 50000 NORTHAMPTON SURVIVAL CENTER 265 PROSPECT STREET NORTHAMPTON MA 01060 PC INTEGRATED AND EXPANDED FOOD DELIVERY PROGRAM 35000 NORTHAMPTON JAZZ FESTIVAL INC PO BOX 631 NORTHAMPTON MA 01061 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 NORTHAMPTON COMMUNITY MUSIC CENTER 139 SOUTH STREET NORTHAMPTON MA 01060 PC ANNUAL CAMPAIGN 20000 NORCAL SPINAL CORD INJURY FOUNDATION 696 N SANTA CRUZ AVE LOS GATOS CA 95030 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 NOCO PEER RECOVERY 2502 DOWNS WAY FORT COLLINS CO 80526 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE 100 RIVERVIEW CENTER SUITE 292 MIDDLETOWN CT 06457 PC NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE (NCCJ): EQUITY LEADERSHIP ALLIANCE (ELA) 7000 NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES 11 PINE LODGES PARK WILLIAMSTOWN MA 01267 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 3000 NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES 11 PINE LODGES PARK WILLIAMSTOWN MA 01267 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2000 PARTNERS AND ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS 800 AIRPORT BLVD SUITE 320 BURLINGAME CA 94010 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 SELF-EVIDENT EDUCATION INC 156 OVERLOOK DR FLORENCE MA 01062 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 SERVICENET INC 21 OLANDER DRIVE NORTHAMPTON MA 01060 PC ENHANCING PARENT CONFIDENCE AND STAFF EFFECTIVENESS THROUGH TOUCHPOINTS TRAINING. 6000 SEVENARS CONCERTS INC 80 EAST END AVENUE NEW YORK NY 10028 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 WOMENS WILDERNESS INSTITUTE 1206 EUCLID AVE BOULDER CO 80302 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 WILLIE ROSS SCHOOL FOR THE DEAF 32 NORWAY ST LONGMEADOW MA 01106 PC OUTREACH EXPANSION 20000 WESTFIELD STATE FOUNDATION INC 333 WESTERN AVENUE WESTFIELD MA 01086 PC THE RESEARCH, INNOVATION, DESIGN, AND ENTREPRENEURIAL (RIDE) CENTER AT WESTFIELD STATE UNIVERSITY 30000 WESTFIELD ON WEEKENDS 105 ELM ST WESTFIELD MA 01085 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 WELLSPRING COOPERATIVE CORPORATION PO 51116 SPRINGFIELD MA 01151 PC ROOTING SOLIDARITY ECONOMY (SE): LEVERAGING A COMMUNITY LAND TRUST MODEL TO BUILD A LOCAL SOLIDARITY ECONOMY ECOSYSTEM 20000 UNIVERSITY SCHOOL 2785 SOM CENTER ROAD HUNTING VALLEY OH 44022 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 UNITED WAY OF CENTRAL MASSACHUSETTS 18 CHESTNUT ST WORCESTER MA 01608 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 20000 U S S MASS MEMORIAL COMMITTEE INC 5 WATER ST FALL RIVER MA 02721 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 3000 TRUSTEES OF TUFTS COLLEGE 80 GEORGE ST MEDFORD MA 02115 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1610 TREEHOUSE FOUNDATION INC 1 TREEHOUSE CIRCLE EASTHAMPTON MA 01027 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 TOP FLOOR LEARNING INC 1455 N MAIN ST PALMER MA 01069 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 THIRD SECTOR NEW ENGLAND 89 SOUTH STREET SUITE 700 BOSTON MA 02111 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1500 THE WOMEN OF COLOR HEALTH EQUITY COLLECTIVE PO BOX 3477 SPRINGFIELD MA 01101 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1500 THE UNITARIAN UNIVERSALIST SOCIETY OF GREATER SPRINGFIELD 245 PORTER LAKE ROAD SPRINGFIELD MA 01106 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 THE UCONN FOUNDATION INC ATTN DATA SERVICES STORRS CT 06269 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 THE TREEHOUSE FOUNDATION 1 TREEHOUSE CIRCLE EASTHAMPTON MA 01027 PC SHINING A LIGHT ON FOSTER CARE INNOVATION: TREEHOUSE COMMUNICATIONS, VISIBILITY & BRAND STRATEGY 23000 THE STREET DOG COALITION 305 W MAGNOLIA ST 277 FORT COLLINS CO 80521 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2000 THE SERVICE BOARD PO BOX 28172 SEATTLE WA 28172 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2500 THE SALVATION ARMY CORPORATE ADDRESS 440 WEST NYACK RD WEST NYACK NY 10994 PC POWERHOUSE AFTER-SCHOOL TUTORING PROGRAM 10000 THE PERFORMANCE PROJECT PO BOX 5195 SPRINGFIELD MA 01101 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 THE MASSACHUSETTS COALITION FOR THE HOMELESS 73 BUFFUM STREET LYNN MA 01902 PC A BED FOR EVERY CHILD 5000 THE GRAY HOUSE INC 22 SHELDON STREET SPRINGFIELD MA 01107 PC GRAY HOUSE SAFETY & SECURITY IMPROVEMENTS 12000 THE FOOD BANK OF WESTERN MASSACHUSETTS INC 97 NORTH HATFIELD ROAD HATFIELD MA 01038 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 THE BUSCH WILDLIFE SANCTUARY INC 17855 ROCKY PINES ROAD JUPITER FL 33478 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 SPRINGFIELD PUERTO RICAN PARADE PO BOX 1273 SPRINGFIELD MA 01101 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 3000 SPRINGFIELD JEWISH COMMUNITY CENTER 1160 DICKINSON STREET SPRINGFIELD MA 01108 PC FIRE RESTORATION AND REMEDIATION AT THE SPRINGFIELD JEWISH COMMUNITY CENTER 40000 SPRINGFIELD BOYS AND GIRLS CLUB 481 CAREW STREET SPRINGFIELD MA 01104 PC AIR QUALITY & TEMPERATURE CONTROL UPGRADES TO BUILDING 16000 SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP INC 649 STATE STREET SPRINGFIELD MA 01109 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2500 SMART RECOVERY USA INC 7304 MENTOR AVENUE MENTOR OH 44060 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 3500 WOMENS FUND OF WESTERN MASSACHUSETTS 333 BRIDGE ST SPRINGFIELD MA 01103 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2500 MERROHAWKE NATURE SCHOOL 55 TOWNE ROAD BOXFORD MA 01921 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1000 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 MEALS OF HOPE INC 7 DOUGLAS RD CHELMSFORD MA 01824 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 EASTHAMPTON HIGH SCHOOL ATHLETIC FOUNDATION AND HALL OF FAME INC 12 PICARD CIRCLE EASTHAMPTON MA 01027 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2000 DRESS FOR SUCCESS WESTERN MASSACHUSETTS PO BOX 15376 SPRINGFIELD MA 01115 PC RELOCATION OF BOUTIQUE 44850 DRAMA STUDIO PO BOX 80892 SPRINGFIELD MA 01138 PC NEW STAFFING FOR GROWTH 12000 DAKIN HUMANE SOCIETY 171 UNION STREET SPRINGFIELD MA 01105 PC PET HEALTH CENTER EXPANSION AND EDUCATION PROGRAM 13000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 BRIDGE STREET SPRINGFIELD MA 01103 PC HAMPSHIRE HAMPDEN SCHOLARSHIP 30000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 BRIDGE STREET SPRINGFIELD MA 01103 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 COMMUNITY EDUCATION PROJECT 317 MAIN ST HOLYOKE MA 01040 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2500 CLARKE SCHOOL FOR THE DEAF DBA CLARKE SCHOOLS FOR HEARING AND SPEECH 45 ROUND HILL ROAD NORTHAMPTON MA 01060 PC CLARKE NORTHAMPTON: RELOCATION FOR INCLUSIVE LEARNING AND LONG-TERM SUSTAINABILITY 10000 CISA (COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE) 1 SUGARLOAF ST SOUTH DEERFIELD MA 01373 PC LOCAL FOOD FOR ALL 32000 CHOATE ROSEMARY HALL FOUNDATION INCORPORATED 333 CHRISTIAN ST WALLINGFORD CT 06492 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1320 CHILDRENS INSTITUTE INC 2121 WEST TEMPLE STREET LOS ANGELES CA 90026 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 4000 CENTER FOR WOMEN AND ENTERPRISE 44 SCHOOL STREET SUITE 200 BOSTON MA 02108 PC TECHNICAL ASSISTANCE FOR WOMEN-OWNED SMALL BUSINESSES IN HAMPDEN AND HAMPSHIRE COUNTIES 6000 CENTER FOR HUMAN DEVELOPMENT INC 85 INTERSTATE DRIVE WEST SPRINGFIELD MA 01089 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 MENTAL HEALTH ASSOCIATION INC 995 WORTHINGTON ST SPRINGFIELD MA 01109 PC NEW FACILITY FOR MHAS ADMINISTRATIVE HEADQUARTERS 30000 CARLSBAD HIGH SCHOOL VOLLEYBALL CLUB 6937 WATERS END DR CARLSBAD CA 92011 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 CANCER CONNECTION 41 LOCUST ST NORTHAMPTON MA 01060 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 BOYS AND GIRLS CLUB OF CHICOPEE INC 580 MEADOW STREET CHICOPEE MA 01013 PC BUILDING TEEN FUTURES...OPENING MORE DOORS FOR TOMORROW'S LEADERS CAPITAL CAMPAIGN 30000 BOSTON PARTNERS IN EDUCATION INC 192 SOUTH ST SUITE 600 BOSTON MA 02111 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 10000 BLUES TO GREEN INC 18 TUCKER RD HUNTINGTON MA 01050 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 BLACK MEN OF GREATER SPRINGFIELD INC P O BOX 4342 SPRINGFIELD MA 01101 PC W.E.B. SUMMER EXPERIENCE PROGRAM 11200 BIRTHDAY WISHES 24 SUPERIOR DR SUITE B1 WWWBIRTHDAY ISHESORG NATICK MA 01760 PC BIRTHDAY-IN-A-BOX PROGRAM FOR HOMELESS CHILDREN IN HAMPDEN AND HAMPSHIRE COUNTIES 17000 BIG BROTHERS BIG SISTERS OF HAMPDEN COUNTY 266 COLD SPRING AVE WEST SPRINGFIELD MA 01089 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2000 BERKSHIRE FAMILY AND INDIVIDUAL RESOURCES 771 SOUTH CHURCH ST NORTH ADAMS MA 02147 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1820 AVAILABLE POTENTIAL ENTERPRISES LTD 126 MAIN STREET NORTHAMPTON MA 01060 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 GATEWAY CITY LIVE ORG INC FBO ARTS INTEGRATION STUDIO 92 RACE STREET HOLYOKE MA 01040 PC YOUTH TRUTH ENSEMBLE 2023-2024 7000 AMERICAN RED CROSS OF WESTERN MASSACHUSETTS 150 BROOKDALE DRIVE SPRINGFIELD MA 01104 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 AMERICAN RED CROSS OF WESTERN MASSACHUSETTS 150 BROOKDALE DRIVE SPRINGFIELD MA 01104 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 15000 ALL OUT ADVENTURES 297 PLEASANT ST NORTHAMPTON MA 01060 PC ADAPTIVE EQUIPMENT LENDING PROGRAM 31000 CANDID PO BOX 22799 NEW YORK NY 10087 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 ENTREPRENEURSHIP FOR ALL INC 193 HIGH STREET HOLYOKE MA 01040 PC EFORALL/EPARATODOS PIONEER VALLEY 25000 EMPTY ARMS BEREAVEMENT SUPPORT 140 PINE ST ROOM B2 WESTHAMPTON MA 01027 PC PEER COMPANION ENHANCEMENT PROGRAM 6000 FIDELCO GUIDE DOG FOUNDATION 103 VISION WAY BLOOMFIELD CT 06002 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 MASSACHUSETTS INTERNATIONAL FESTIVAL OF THE ARTS VICTORY THEATRE 56 SUFFOLK STREET SUITE 300 HOLYOKE MA 01040 PC VICTORY THEATRE MURAL RESTORATION AND EXHIBITION 15000 MAKE-IT SPRINGFIELD INC 286 BRIDGE STREET SPRINGFIELD MA 01103 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 LOWELLS MARITIME FOUNDATION DBA LOWELLS BOAT SHOP 459 MAIN ST AMESBURY MA 01913 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 10000 LIBERTAS ACADEMY CHARTER SCHOOL INC 146 CHESTNUT STREET SPRINGFIELD MA 01103 PC LIBERTAS ACADEMY CHARTER SCHOOL NEW SCHOOL PROMISE CAMPAIGN - DAVIS FOUNDATION CHALLENGE 40000 LAND TO HAND MONTANA PO BOX 4404 WHITEFISH MT 59937 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 LAND FOR GOOD PO BOX 625 KEENE NH 03431 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 KESTREL LAND TRUST INC PO BOX 1016 AMHERST MA 01004 PC GROWING GREEN: EASTHAMPTON ~ PARTNERING FOR A HEALTHY, AFFORDABLE & CONNECTED CITY 30000 JUST ROOTS INC 34 GLENBROOK DRIVE APT 1B GREENFIELD MA 01301 PC THE JUST ROOTS COMMUNITY FARM AND FOOD HUB: BUILDING CAPACITY AND FOOD SECURITY 32000 JUPITER MEDICAL CENTER FOUNDATION INC 1210 SOUTH OLD DIXIE HIGHWAY JUPITER FL 33458 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 JEANNE GEIGER CRISIS CENTER INC 2 HARRIS ST NEWBURYPORT MA 01950 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 INSIGHT PRODUCTIONS 742 HICKORY RIDGE ROAD PUTNEY VT 05346 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 HUMAN SERVICE FORUM PO BOX 366 N/A HOLYOKE MA 01041 PC RESPONSIVE CAPACITY BUILDING AND TECHNICAL ASSISTANCE 50000 HUMAN SERVICE FORUM PO BOX 366 HOLYOKE MA 01041 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 HUMAN DEVELOPMENT CORPORATION SUMMIT SCHOOL EDGEWATER MD 21037 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 4000 HORIZONS FOR HOMELESS CHILDREN 1785 COLUMBUS AVENUE ROXBURY MA 02119 PC WEST REGION PLAYSPACE PROGRAM 10000 HITCHCOCK CENTER FOR THE ENVIRONMENT 845 WEST ST AMHERST MA 01002 PC SCHOOLS EXPLORING ENGINEERING, DESIGN AND SUSTAINABILITY (SEEDS) 50000 HILLTOWN YOUTH PERFORMING ARTS PROGRAM INC 18 JACOBS RD CHARLEMONT MA 01339 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 FRACTURED ATLAS 228 PARK AVENUE SOUTH 56651 NEW YORK NY 10003 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2500 FUTURE ARTS FOUNDATION 699 SUNDOWN DRIVE LAFAYETTE CO 80026 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 GANDARA MENTAL HEALTH CENTER 933 EAST COLUMBUS AVENUE SPRINGFIELD MA 01105 PC MOORELAND PLAYGROUND PROJECT 6000 GIRLS INC OF THE VALLEY 6 OPEN SQUARE WAY HOLYOKE MA 01041 PC COMPLETING PHASE A RENOVATIONS OF THE GIRLS INC. PROGRAM CENTER & HEADQUARTERS 50000 GORDON SCHOOL 45 MAXFIELD AVE EAST PROVIDENCE RI 02914 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1250 EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC 400 SEABROOK RD TEQUESTA FL 33469 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 GROW FOOD NORTHAMPTON 221 PINE STREET 349 FLORENCE MA 01062 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 GUS GIORDANO JAZZ LEGACY FOUNDATION 5230 NORTH CLARK STREET CHICAGO IL 60640 PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 HAMPDEN COUNTY CAREER CENTER INC DBA MASSHIRE HOLYOKE 850 HIGH STREET HOLYOKE MA 01040 PC FULL STEAM AHEAD 35000 HAMPSHIRE REGIONAL YMCA HAMPSHIRE REGIONAL YMCA NORTHAMPTON MA 01060 PC HRYMCA OUTDOOR SPACE RENOVATION 45000 HILLTOWN VILLAGE INC (DBA IT TAKES A VILLAGE) 2 EAST MAIN ST HUNTINGTON MA 01050 PC CAPACITY BUILDING TO RESPOND TO WESTERN MA FAMILIES IN CRISIS 20000 GROW FOOD NORTHAMPTON 221 PINE STREET 349 FLORENCE MA 01062 PC GROW BACK BETTER: CLIMATE RESILIENCE BUILDING ON THE GROW FOOD NORTHAMPTON COMMUNITY FARM 25000 EASTHAMPTON LEARNING FOUNDATION PO BOX 1100 EASTHAMPTON MA 01027 PF 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 THE STANLEY PARK OF WESTFIELD INC 400 WESTERN AVE WESTFIELD MA 01085 POF 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 THE STANLEY PARK OF WESTFIELD INC 400 WESTERN AVE WESTFIELD MA 01086 POF STANLEY PARK RESTRICTED GIFT 813660 MUSIC AND POETRY SYNCHRONIZED INC 39 MASSASOIT ST NORTHAMPTON MA 01060 POF 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 2429910 0 14 1462069 14 22134 18 280516 0 1764719 0 1764719 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 81672 45335 0 36337 FIXED INCOME SECURITIES 11624090 11624090 COMMON STOCK 32822743 32822743 3080098 3080098 0 0 MUTUAL FUNDS AT COST 9922036 9922036 LEGAL 16671 4241 0 12430 ACCRUED INCOME/DIVIDEND RECEIVABLE 76002 117945 117945 PROGRAM-RELATED INVESTMENTS 291694 702682 702682 DEFERRED TAX LIABILITY 90500 OFFICE EXPENSES 24641 6441 0 18200 OTHER 153387 92310 0 61077 OTHER REVENUE 22134 22134 UNREALIZED GAINS 5357998 DEFERRED FEDERAL EXCISE TAX 30000 103000 OTHER 63392 14750 0 48642 INVESTMENT MANAGEMENT 319591 319591 0 0 FOREIGN TAXES 30266 30266 0 0