2023-04-28T11:22:26-05:00 2022-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2022-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION BEVE 8002299667 3 UPLAND LANE WEST NEWBURY MA 01985 WARD CASWELL PRESIDENT 8002299667 2023-04-27 1 WARD CASWELL XXX-XX-XXXX 1 THOMAS F MULDOON CPA P01561688 5083669100 2023-04-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 56758354 X X 1203839 1203839 1063826 25353860 1063826 2163 2163 0 2269828 2269828 0 231442 48040 0 183402 12122 2521 0 9601 17940 13065 0 4875 76928 40236 0 36692 397165 365499 0 31666 150163 32121 0 0 7652 0 0 17304 4741 0 12563 80724 16337 0 64387 991440 522560 0 343186 2571596 2571596 3563036 522560 0 2914782 -1293208 1747268 0 1697042 1759561 1759561 14572 62918 62918 5167571 5155218 5155218 40065367 30650424 30650424 8307342 6356793 6356793 15761314 12398367 12398367 44962 37585 12587 7377 7377 216930 367696 367696 71242725 56758354 56758354 34817 46693 214000 30000 248817 76693 X 52439695 41903245 18554213 14778416 70993908 56681661 71242725 56758354 70993908 -1293208 238010 69938710 13257049 56681661 REALIZED GAINS P 25353860 24290034 1063826 1063826 1063826 24287 0 24287 0 24287 78510 0 0 0 78510 0 54223 54223 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 194000 37442 0 PHILIP CASWELL 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 ELIZABETH L CASWELL 44 MERRIMAC ST NEWBURYPORT MA 01950 CO-VICE PRESIDENT 1.00 0 0 0 FREDERICK WILLIAM STECHER 44 MERRIMAC ST NEWBURYPORT MA 01950 TREASURER 2.00 0 0 0 JONATHAN CASWELL 44 MERRIMAC ST NEWBURYPORT MA 01950 CO-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 86575 0 0 57687184 2086816 0 59774000 0 0 59774000 896610 58877390 2943870 2943870 24287 24287 2919583 0 2919583 0 2919583 2914782 0 2914782 2919583 0 0 33944 33944 2914782 0 0 0 2914782 0 4801 4801 29143 0 0 0 0 0 0 0 29143 29143 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 AMELIA PARK CHILDREN'S MUSEUM 29 SOUTH BROAD STREET WESTFIELD MA 010860931 PC THE PIGGY BANK, A FINANCIAL LITERACY PROJECT/PROGRAM 11500 AMERICAN RED CROSS OF WESTERN MASSACHUSETTS 150 BROOKDALE DRIVE SPRINGFIELD MA 01104 PC BUILDING BLOOD COLLECTION CAPACITY WITH NEW EQUIPMENT 10000 BAY PATH UNIVERSITY 588 LONGMEADOW ST LONGMEADOW MA 01106 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 BAYSTATE MEDICAL CENTER 759 CHESTNUT ST SPRINGFIELD MA 01199 PC DIGITAL SKILLS INITIATIVE (DSI) 25000 BLUES TO GREEN PO BOX 51 SPRINGFIELD MA 01101 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 C-10 RESEARCH & EDUCATION FOUNDATION 11 CHESTNUT STREET AMESBURY MA 01913 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1000 CANDID 32 OLD SLIP 24TH FLOOR NEW YORK NY 10005 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 CARLSBAD HIGH SCHOOL VOLLEYBALL CLUB 1910 HOTEL PLAZA BLVD ORLANDO FL 32830 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 CATIE'S CLOSET INC 19 SCHOOL STREET DRACUT MA 01826 PC CATIE'S CLOSET NEXT STEPS: MEETING THE NEEDS OF HAMPDEN COUNTY 40000 CENTER FOR HUMAN DEVELOPMENT 332 BIRNIE AVE SPRINGFIELD MA 01107 PC TMS CLINIC FOR UNDERSERVED POPULATIONS 38500 CENTRAL BAPTIST CHURCH PO BOX 95 WESTFIELD MA 010863808 PC CBC PUBLIC ACCESS PROJECT 30000 CHIEF SEATTLE CLUB INC 410 SECOND AVENUE EXTENSION SOUTH SEATTLE WA 98104 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 CHOATE ROSEMARY HALL FOUNDATION 333 CHRISTIAN ST WALLINGFORD CT 06492 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 CHRISTINA'S HOUSE INC 38 MADISON AVENUE SPRINGFIELD MA 01105 PC CAPACITY BUILDING FOR CHRISTINA'S HOUSE 45000 CISA (COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE) 1 SUGARLOAF STREET SOUTH DEERFIELD MA 01373 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 CLARKE SCHOOL FOR THE DEAF 45 ROUND HILL RD NORTHAMPTON MA 01060 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 CLEAN WATER FUND 160 MAIN ST NORTHAMPTON MA 00160 PC LAYING A SAFE FOUNDATION FOR DRINKING WATER IN WESTERN MASSACHUSETTS 12500 COMMONWEALTH GRANTWORKS FOUNDATION 44 POMEROY MEADOW ROAD SOUTHAMPTON MA 01073 PC CWGW OPERATING COSTS 1000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 BRIDGE ST SPRINGFIELD MA 01103 PC HAMPSHIRE HAMPDEN SCHOLARSHIP 30000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 BRIDGE ST SPRINGFIELD MA 01103 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 DISCOVERING JUSTICE 300 STATE STREET SPRINGFIELD MA 01105 PC MOCK TRIAL AND MOCK APPEAL IN SPRINGFIELD, MA 6200 DOMUS INCORPORATED 4 SCHOOL ST WESTFIELD MA 01085 PC WESTFIELD COMMUNITY EDUCATION 10000 DOUBLE EDGE THEATRE PRODUCTIONS INC 948 CONWAY RD ASHFIELD MA 01330 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 DOUBLE EDGE THEATRE PRODUCTIONS INC 948 CONWAY ROAD ASHFIELD MA 01330 PC CAPACITY BUILDING - PARTNERSHIPS & RESIDENCIES 45000 DRAMA STUDIO INC 41 OAKLAND ST SPRINGFIELD MA 01108 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 DRUG STORY THEATER PO BOX 102 MARSHFIELD HILLS MA 020510102 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 EASTHAMPTON LEARNING FOUNDATION PO BOX 1100 EASTHAMPTON MA 01027 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 EASTHAMPTON NEIGHBORS POST OFFICE BOX 1066 EASTHAMPTON MA 01027 PC PIONEER VALLEY MEMORY CARE INITIATIVE (PVMCI) COLLABORATION 3500 AMHERST COLLEGE TRUSTEES 280 MAIN STREET AMHERST MA 01002 PC EMILY DICKENSON MUSEUM 2022 TELL IT SLANT POETRY FESTIVAL 18000 EPISCOPAL CHURCH OF THE ATONEMENT 36 COURT STREET WESTFIELD MA 01085 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 EPISCOPAL CHURCH OF THE GOOD SHEPHERD 400 SEABROOK RD JUPITER FL 33469 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 FAMILIES FIRST 1350 MAIN STREET SUITE 1006 SPRINGFIELD MA 01103 PC POWER OF PARENTING AND PARENT LEADERSHIP PROGRAM 45000 FARESTART 700 VIRGINIA ST SEATTLE WA 98101 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 FIDELCO GUIDE DOG FOUNDATION 103 VISION WAY BLOOMFIELD CT 06002 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 FOSTER PARROTS LTD PO BOX 34 HOPE VALLEY RI 02832 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 2400 FRACTURED ATLAS 154 LINCOLN STREET AMHERST MA 01002 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1500 FRIENDS OF CHILDREN INC 241 KING STREET SUITE 227 NORTHAMPTON MA 01060 PC FOCUS: FOSTER FUTURES 30000 FRIENDS OF THE JONES LIBRARY 43 AMITY STREET AMHERST MA 01002 PC JONES LIBRARY EXPANSION & RESTORATION PROJECT 46000 FRIENDS OF THE LITTLETON LIBRARY AND MUSEUM INC 6014 S DATURA ST LITTLETON CO 80120 SO III NFI 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 FUTURE ARTS FOUNDATION 699 SUNDOWN DR LAFAYETTE CO 80026 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 THIRD SECTOR NEW ENGLAND INC DBA TSNE MISSIONWORKS 89 SOUTH STREET NO 70 BOSTON MA 02111 PC GARDENING THE COMMUNITY, URBAN AGRICULTURE SOCIAL ENTERPRISE DEVELOPMENT 40000 GIRLS ON THE RUN WESTERN MA 16 CENTER ST SUITE 318 NORTHAMPTON MA 01060 PC PROGRAM EXPANSION AND CAMP GOTR 23000 GLOBAL GLIMPSE 144 2ND STREET SAN FRANCISCO CA 941053716 PC GLOBAL GLIMPSE WESTERN MASSACHUSETTS PROGRAM 30000 GORDON SCHOOL 45 MAXFIELD AVE EAST PROVIDENCE RI 02914 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 GREATER SPRINGFIELD HABITAT FOR HUMANITY 268 COLD SPRING AVENUE WEST SPRINGFIELD MA 01089 PC CONSTRUCTION SERVICES - HOMEOWNERSHIP AND HOME PRESERVATION 38000 GREATER WESTFIELD EMERGENCY FOOD PANTRY 101 MEADOW ST WESTFIELD MA 01085 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 GROW FOOD NORTHAMPTON 221 PINE STREET 349 FLORENCE MA 01062 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 GUS GIORDANO JAZZ LEGACY FOUNDATION 5230 N CLARK STREET CHICAGO IL 60640 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10000 HATHAWAY BROWN SCHOOL 19600 N PARK BLVD SHAKER HEIGHTS OH 44122 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10000 HAYDENVILLE CONGREGATIONAL CHURCH 143 MAIN ST HAYDENVILLE MA 01039 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1500 HEALING RACISM INSTITUTE ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 PC HEALING RACISM INSTITUTE FACILITATOR TRAINING 20000 HIGH FIVES FOUNDATION 10775 PIONEER TRAIL 108 TRUCKEE CA 96161 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10000 HILLTOWN LAND TRUST INC BOX 226 11 NORTH STREET WILLIAMSBURG MA 01096 PC LAND CONSERVATION FOR ALL 31000 HISTORIC NORTHAMPTON 46 BRIDGE STREET NORTHAMPTON MA 01060 PC SHEPHERD BARN RESTORATION PROJECT 40000 HOLYOKE HEALTH CENTER 230 MAPLE ST HOLYOKE MA 01040 PC IMPROVING HEALTH SERVICES FOR A LOW INCOME POPULATION 40000 HOLYOKE YOUNG MEN'S CHRISTIAN ASSOCIATION (HOLYOKE YMCA) 171 PINE STREET HOLYOKE MA 01040 PC HOLYOKE YMCA ROOF REPAIR PROJECT 27000 HOMEWORK HOUSE INC 54 NORTH SUMMER ST HOLYOKE MA 01040 PC A HOME FOR THE FUTURE 20400 HOPE AND COMFORT INC 659 HIGHLAND AVE NEEDHAM MA 02494 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 HUMAN DEVELOPMENT CORPORATION 664 E CENTRAL AVE EDGEWATER MD 21037 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 HUMAN SERVICE FORUM PO BOX 366 HOLYOKE MA 01041 PC CATCHAFIRE 50000 HUMAN SERVICE FORUM PO BOX 366 HOLYOKE MA 01041 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 INSIGHT PRODUCTIONS INC 742 HICKORY RIDGE RD PUTNEY VT 05346 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 INTERNATIONAL LANGUAGE INSTITUTE OF MASSACHUSETTS 25 NEW SOUTH STREET NORTHAMPTON MA 01060 PC REBUILDING ILI WITH A RESTRUCTURED WEBSITE 7000 JEANNE GEIGER CRISIS CENTER INC 2 HARRIS STREET NEWBURYPORT MA 01950 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS 1500 MAIN STREET SUITE 217 SPRINGFIELD MA 01115 PC JA CAREER, LEADERSHIP, INNOVATION CENTER (CLIC) CONSTRUCTION 41000 JUPITER MEDICAL CENTER FOUNDATION 1210 SOUTH OLD DIXIE HIGHWAY JUPITER FL 33458 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 LEADERSHIP PIONEER VALLEY 1391 MAIN ST FL 9 SPRINGFIELD MA 01103 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 LOWELLS MARITIME FOUNDATION 459 MAIN ST AMESBURY MA 01913 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10000 LUCY'S LOVE BUS PO BOX 464 AMESBURY MA 01913 PC ART THERAPY AT THE HEALING ROOM AT BAYSTATE CHILDRENS HOSPITAL 7500 LUDLOW COMMUNITY CENTERRANDALL BOYS & GIRLS CLUB 91 CLAUDIAS WAY LUDLOW MA 01056 PC USABLE SPACE EXPANSION PROJECT 35000 MARTIN LUTHER KING JR FAMILY SERVICES 106 WILBRAHAM ROAD SPRINGFIELD MA 01109 PC CAPACITY BUILDING LEADERSHIP TRANSITION 50000 MASSACHUSETTS 4-H FOUNDATION INC 1671 WORCESTER ROAD SUITE 403 FRAMINGHAM MA 01701 PC 4-H STEAM 8200 MASSACHUSETTS ADOPTION RESOURCE EXCHANGE (MARE) 19 NEEDHAM ST SUITE 206 NEWTON MA 02461 PC FINDING PERMANENT, LOVING FAMILIES FOR WAITING FOSTER YOUTH IN WESTERN MASSACHUSETTS 20500 MAY INSTITUTE 41 PACELLA PARKE DRIVE RANDOLPH MA 02368 PC LITERACY INITIATIVE AT THE MAY CENTER SCHOOL FOR AUTISM & DEVELOPMENTAL DISABILITIES 17500 MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD 995 WORTHINGTON STREET SPRINGFIELD MA 01101 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 NORTH EAST SUSTAINABLE ENERGY ASSOC 20 FEDERAL STREET SUITE 8 GREENFIELD MA 01301 PC F/B/O COOLER COMMUNITIES 12500 NORTHAMPTON JAZZ FESTIVAL INC PO BOX 631 NORTHAMPTON MA 01061 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 NORTHFIELD MOUNT HERMON SCHOOL ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 PC FRANK STANLEY BEVERIDGE SCHOLARSHIP FUND - ENDOWED FINANCIAL AID 50000 NUESTRAS RAICES 329 MAIN STREET HOLYOKE MA 01040 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 SOCIAL GOOD FUND 500 BEECH ST HOLYOKE MA 01040 PC PA'LANTE RESTORATIVE JUSTICE PROGRAM YOUTH LEADERSHIP HUB 44000 PARENT-TEACHER ORGANIZATION OF JOHN F KENNEDY MIDDLE SCHOOL INC 100 BRIDGE RD FLORENCE MA 01062 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1500 PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS 800 AIRPORT BLVD SUITE 320 BURLINGAME CA 94010 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PHOENIX CHARTER ACADEMY FOUNDATION 175 HAWTHORNE STREET CHELSEA MA 02150 SO I BUILDING 21ST CENTURY COMMUNICATIONS AND RECRUITMENT CAPACITY 8200 PIONEER VALLEY POWER PACKS INC 73 BARRETT ST APT 3076 NORTHAMPTON MA 01060 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PIONEER VALLEY REGIONAL VENTURES CENTER 60 CONGRESS ST SPRINGFIELD MA 01104 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PIONEER VALLEY RIVERFRONT CLUB INC PO BOX 3123 SPRINGFIELD MA 01101 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PIONEER VALLEY WORKERS CENTER 5 WARFIELD PLACE NORTHAMPTON MA 01060 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1500 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC 1055 COMMONWEALTH AVENUE BOSTON MA 02215 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION INC 115 KEATING DR BELLE CHASSE LA 70037 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10000 PROVISION MINISTRY INC 7 THOMAS NEWTON DR WESTBOROUGH MA 01581 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 PROVISION MINISTRY INC 7 THOMAS NEWTON DRIVE WESTBORO MA 01581 PC DISTRIBUTING FOOD & BASIC ESSENTIALS IN HAMPDEN COUNTY 35000 RAINIER VALLEY CORPS 1225 S WELLER ST SUITE 400 SEATTLE WA 98144 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 REVITALIZE COMMUNITY DEVELOPMENT CORPORATION 1145 MAIN STREET SUITE 107 SPRINGFIELD MA 01103 PC AGE IN PLACE HOME MODIFICATIONS & EDUCATION FOR OLDER ADULTS 40000 RIDE FOR RACIAL JUSTICE 18601 GREEN VALLEY RANCH BLVD DENVER CO 80249 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 20000 RIVER EAST SCHOOL TO CAREER 1455 MAIN STREET PALMER MA 01069 PC CAREER EXPLORATION FAIRS FOR HIGH SCHOOL STUDENTS 2000 ROCA INC 101 PARK STREET CHELSEA MA 02150 PC ROCA HOLYOKE HIGH RISK YOUTH INTERVENTION MODEL 28000 SECOND CHANCE ANIMAL SERVICES INC 111 YOUNG RD EAST BROOKFIELD MA 01515 PC HOMEBOUND TO THE RESCUE/MOBILE VACCINE CLINICS IN SPRINGFIELD AREA 20500 SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC PO BOX 301155 JAMAICA PLAIN MA 02130 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 SELF-EVIDENT EDUCATION INC 156 OVERLOOK DR FLORENCE MA 01062 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 SEVENARS CONCERTS INC C/O R SCHRADE 80 EAST END AVENUE RO NEW YORK NY 10028 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP 649 STATE ST SPRINGFIELD MA 01109 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 2500 SPECIAL OLYMPICS MASSACHUSETTS 512 FOREST STREET MARLBOROUGH MA 01752 PC SPECIAL OLYMPICS HAMPDEN & HAMPSHIRE COUNTIES 32000 SPRINGFIELD CHAPTER AMERICAN GUILD OF ORGANISTS 27 CARRIAGE LN WESTFIELD MA 01085 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1600 SPRINGFIELD SYMPHONY ORCHESTRA 1441 MAIN ST SPRINGFIELD MA 01103 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 STANLEY PARK OF WESTFIELD INC 400 WESTERN AVE WESTFIELD MA 01086 EOF 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 STANLEY PARK OF WESTFIELD INC 400 WESTERN AVE WESTFIELD MA 01086 EOF GENERAL OPERATING SUPPORT 816096 AMHERST BALLET THEATRE COMPANY INC 29 STRONG ST AMHERST MA 01002 PC EMERGENCY FUNDS, AMHERST BALLET 8500 THE CARE CENTER 247 CABOT STREET HOLYOKE MA 010403927 PC BARD MICROCOLLEGE HOLYOKE 44000 THE HOSPICE FOUNDATION 5315 TORRANCE BLVD SUITE B-1 TORRANCE CA 90503 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 THE KISTNER FOUNDATION DBA RED GATE FARM 4 NORMAN ROAD ASHFIELD MA 01330 PC FARMING FOR THEIR FUTURE - A CAPITAL CAMPAIGN 45000 THE PERFORMANCE PROJECT 1365 MAIN STREET SPRINGFIELD MA 01103 PC THE PERFORMANCE PROJECT: HOME BASE 22500 THE WILD ANIMAL SANCTUARY 1946 COUNTY ROAD 53 KEENESBURG CO 80643 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 TIDES FOUNDATION PO BOX 889389 LOS ANGELES CA 900889389 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1500 TREEHOUSE FOUNDATION INC ONE TREEHOUSE CIRCLE EASTHAMPTON MA 01027 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 TRUSTEES OF TUFTS COLLEGE BALLOU HALL MEDFORD MA 02155 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 USS MASS MEMORIAL COMMITTEE INC BATTLESHIP COVE 5 WATER STREET FALL RIVER MA 027211540 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 VALLEY EYE RADIO 44 HAMPDEN STREET SPRINGFIELD MA 01103 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 AMALGAMATED CHARITABLE FOUNDATION INC 1825 K ST NW WASHINGTON DC 20006 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 WESTFIELD ON WEEKENDS 105 ELM ST WESTFIELD MA 01085 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 WOMEN'S FUND OF WESTERN MASSACHUSETTS 1350 MAIN STREET SUITE 1006 SPRINGFIELD MA 01103 PC STATUS REPORT FOR WOMEN & GIRLS IN WESTERN MASSACHUSETTS 12000 WORK OPPORTUNITY CENTER INC 94 NORTH ELM ST SUITE 104 WESTFIELD MA 01085 PC WHEELCHAIR VAN 8000 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 2571596 0 14 1203839 14 2163 18 1063826 0 2269828 0 2269828 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 76928 40236 0 36692 FIXED INCOME SECURITIES 6356793 6356793 COMMON STOCK 30650424 30650424 5155218 5155218 0 0 MUTUAL FUNDS AT COST 12398367 12398367 LEGAL 17940 13065 0 4875 ACCRUED INCOME/DIVIDEND RECEIVABLE 76286 76002 76002 PROGRAM-RELATED INVESTMENTS 140644 291694 291694 UNREALIZED LOSSES 13257049 OFFICE EXPENSES 42529 8904 0 33625 OTHER 38195 7433 0 30762 OTHER REVENUE 2163 2163 DEFERRED TAX ASSET 238010 DEFERRED FEDERAL EXCISE TAX 214000 30000 OTHER 38251 6585 0 31666 INVESTMENT 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