2022-05-10T14:05:22-05:00 2021-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990PF 2021-01-01 854065871 THE BEACON FOUNDATION BEAC 4018252667 ONE BEACON CENTRE WARWICK RI 028861378 GREGG C TUMEINSKI CFO & TREASURER 4018252667 2022-05-10 1 GREGG TUMEINSKI 999009999 J CALVIN MARKS P01226973 9197196400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 2654348 X 0 X 16 16 41009 41009 15377 693054 15377 56402 56402 0 0 0 5416 0 5416 16795 2084 14711 387 0 387 114 0 114 22712 2084 20628 109050 109050 131762 2084 129678 -75360 54318 2500000 43238 43238 68857 68857 0 1700944 1700944 0 841309 841309 2500000 2654348 2654348 0 0 X 2500000 2654348 2500000 2654348 2500000 2654348 2500000 -75360 229708 2654348 0 2654348 TREASURY BILL P 2021-01-01 2021-06-18 59998 59995 3 3 TREASURY BILL P 2021-01-01 2021-07-22 10000 10000 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-02-01 40120 40120 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-03-01 42369 42369 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-04-26 47386 47386 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-05-03 8793 8793 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-06-18 8794 8794 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-07-21 19020 19020 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-08-02 30041 30041 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-09-01 32559 32559 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-10-01 37512 37512 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-11-16 39426 39426 0 0 FEDERATED GOVT OBLI FD-IS P 2021-01-01 2021-12-30 59801 59801 0 0 UNITED STATES TREASURY NOTE P 2021-01-01 2021-11-16 55150 55143 7 7 SPDR S&P 500 ETF TRUST P 2021-01-01 2021-08-12 48879 42127 6752 6752 VANGUARD SMALL-CAP ETF P 2021-01-01 2021-07-14 153206 144591 8615 8615 15377 755 0 755 0 755 0 0 0 0 0 0 755 0 0 0 0 0 0 0 0 0 0 1 1 RI 0 0 0 0 0 1 N/A AMY C VITALE 4018252667 ONE BEACON CENTRE WARWICK RI 028861378 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN J SPERO ONE BEACON CENTRE WARWICK RI 028861378 PRESIDENT, CEO & DIRECTOR 1.00 0 0 0 AMY C VITALE ONE BEACON CENTRE WARWICK RI 028861378 VICE PRESIDENT, SECRETARY & DIRECTOR 1.00 0 0 0 GREGG C TUMEINSKI ONE BEACON CENTRE WARWICK RI 028861378 CFO & TREASURER 1.00 0 0 0 PAMELA L ALARIE ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 RAJANI MAHADEVAN ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 RICHARD LENTO ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 RAYMOND C COIA ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 MICHELLE PELLETIER ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 CHARITABLE GIVING AND GRANT MAKING TO 501(C)(3) ORGANIZATIONS. THE FOUNDATION SUPPORTED 50 ORGANIZATIONS DURING THE YEAR. 129678 0 2515417 98199 0 2613616 0 0 2613616 39204 2574412 128721 128721 755 755 127966 0 127966 0 127966 129678 0 129678 127966 5130 0 0 129678 5130 0 0 124548 0 0 0 0 0 0 0 0 3418 0 0 0 AMY C VITALE ONE BEACON CENTRE WARWICK RI 028861378 4018252681 AVITALE@BEACONMUTUAL.COM NAME AND ADDRESS; PRINCIPAL DIRECTOR'S NAME; STATUS AS A QUALIFIED 501 (C)(3) ORGANIZATION; STATEMENT OF THE NATURE AND PRINCIPAL PURPOSE OF THE FUNDING REQUEST; DETAILS ON HOW THE REQUEST WILL IMPROVE THE STATE OF RHODE ISLAND AND SUPPORT ITS BUSINESS, EDUCATIONAL, NONPROFIT AND CULTURAL COMMUNITY; CONTACT INFORMATION FOR THE REQUEST; AND THE WEB ADDRESS. REQUESTS FOR FUNDING OF $5,000 OR LESS SHOULD BE MADE ON THE ORGANIZATION'S LETTERHEAD. REQUESTS OF GREATER THAN $5,000 MAY BE MADE ON A WRITTEN GRANT APPLICATION WHICH, AMONG OTHER DETAILS, MAY INCLUDE THE FOLLOWING: STATEMENT OF THE PRINCIPAL PURPOSE OF THE ORGANIZATION, INCLUDING DETAIL REGARDING ITS PROJECTS AND GOALS; FINANCIAL AUDIT, COMPILATION OR REVIEW; DETAILS OF THE ORGANIZATION'S CURRENT OPERATING BUDGET AND REASONABLE AND ADEQUATE ACCOUNTING PROCEDURE; AND THE ORGANIZATION'S SOURCES OF INCOME, SUCH AS MAJOR CONTRIBUTORS OR SUPPORTERS, OTHER GRANTS, PRIVATE ENDOWMENTS AND COMMERCIAL ACTIVITIES. NOT APPLICABLE, SUBMISSIONS ARE ROLLING. THE BOARD, AT ITS DISCRETION, MAY REFUSE TO MAKE ANY GRANTS OR CONTRIBUTIONS OR OTHER FINANCIAL ASSISTANCE. THE BOARD HAS THE DISCRETION TO WITHDRAW ITS APPROVAL OF ANY FUNDING AT ANY TIME. THE BOARD MAY DETERMINE WHEN TO REQUIRE THAT FUNDING RECIPIENTS FURNISH A PERIODIC AND/OR FINAL ACCOUNTING TO SHOW THAT THE FUNDS WERE EXPENDED FOR BOARD-APPROVED PURPOSES. IF INSUFFICIENT INFORMATION IS PROVIDED, THE BOARD MAY REQUEST FURTHER INFORMATION. ALL DECISIONS ARE AT THE SOLE DISCRETION OF THE BOARD. UNLESS OTHERWISE DETERMINED BY THE BOARD, AWARDED GRANTS MUST BE SPENT WITHIN ONE YEAR OF THE FUNDING DATE OR THE FUNDS MUST BE RETURNED. IN THE EVENT THAT THE ORIGINAL PURPOSE FOR WHICH THE GRANT WAS PROVIDED CANNOT BE ACCOMPLISHED BECAUSE OF UNFORESEEN EVENTS OR CIRCUMSTANCES, GRANT FUNDS WILL BE RETURNED TO THE FOUNDATION. ANY REQUESTS TO CHANGE THE PURPOSE OF THE GRANT MUST BE SUBMITTED IN WRITING TO THE BOARD, AND CHANGE REQUESTS MUST BE SUBMITTED AND APPROVED PRIOR TO USE OF THE FUNDS. INSTITUTE FOR LABOR STUDIES & RESEARCH 1540 PONTIAC AVE STE A CRANSTON RI 02920 PC GENERAL SUPPORT 20000 AMOS HOUSE 460 PINE ST PROVIDENCE RI 02907 PC GENERAL SUPPORT 5000 BISHOP FEEHAN HIGH SCHOOL 70 HOLCOTT DR ATTLEBORO MA 02703 PC GENERAL SUPPORT 5000 CPCU SOCIETY RHODE ISLAND CHAPTER 100 AMICA WY LINCOLN RI 02865 PC GENERAL SUPPORT 5000 RI COMMUNITY FOOD BANK 200 NIANTIC AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 5000 COMMUNITY COLLEGE OF RHODE ISLAND 1762 LOUISQUISSET PK LINCOLN RI 02865 GOV GENERAL SUPPORT 3500 NEWPORT COUNTY YMCA 792 VALLEY RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 3500 RONALD MCDONALD HOUSE CHARITIES OF NE 45 GAY ST PROVIDENCE RI 02905 PC GENERAL SUPPORT 3000 SPECIAL OLYMPICS RI 370 GEORGE WASHINGTON HWY SMITHFIELD RI 02917 PC GENERAL SUPPORT 3000 CROSSROADS 160 BROAD ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 2500 FIRSTWORKS 275 WESTMINSTER ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 2500 GREGGS GIVING TREE 214B MAIN ST GREENWICH RI 02818 PC GENERAL SUPPORT 2500 DR MARTIN LUTHER KING JR COMMUNITY CENTER 20 DR MARCUS WHEATLAND BLVD NEWPORT RI 02840 PC GENERAL SUPPORT 2500 NAACP 7 THOMAS P WHITTEN WY PROVIDENCE RI 02903 501(C)(4) GENERAL SUPPORT 2500 PACE- RI 225 CHAPMAN ST PROVIDENCE RI 02905 PC GENERAL SUPPORT 2500 PRIDE PO BOX 1082 PROVIDENCE RI 02901 PC GENERAL SUPPORT 2500 SOJOURNER HOUSE 386 SMITH ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 2500 UNITED WAY OF RI 50 VALLEY ST PROVIDENCE RI 02909 PC GENERAL SUPPORT 2500 CLOTHES TO KIDS RI INC 77 RESERVOIR AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 2000 THE SALVATION ARMY SOUTHERN NEW ENGLAND 440 WEST NYACK RD WEST NYACK NY 10994 PC GENERAL SUPPORT 2000 AMERICAN HEART ASSOCIATION 1 STATE ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 1600 CHILDREN'S FRIEND 153 SUMMER ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 1500 ST MARY'S HOME FOR CHILDREN 440 FRUIT HILL AVE NORTH PROVIDENCE RI 02911 PC GENERAL SUPPORT 1500 RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL 667 WATERMAN AVE EAST PROVIDENCE RI 02914 PC GENERAL SUPPORT 1500 UNCONDITIONAL FREEDOM 1275 FOURTH ST NO 3220 SANTA ROSA CA 95404 PC GENERAL SUPPORT 1500 YMCA OF GREATER PROVIDENCE 21 PEACE ST FL 6 PROVIDENCE RI 02907 PC GENERAL SUPPORT 1500 HOPEHEALTH HOSPICE & PALLIATIVE CARE RI 1085 NORTH MAIN ST PROVIDENCE RI 02904 PC GENERAL SUPPORT 1100 ALS ASSOCIATION OF RHODE ISLAND CHAPTER 2374 POST RD STE 103 WARWICK RI 02886 PC GENERAL SUPPORT 1000 BIG BROTHERS BIG SISTERS OF RI 1540 PONTIAC AVE NO 2 CRANSTON RI 02920 PC GENERAL SUPPORT 1000 BOYS AND GIRLS CLUB OF EAST PROVIDENCE 115 WILLIAMS AVE PROVIDENCE RI 02914 PC GENERAL SUPPORT 1000 BOYS AND GIRLS CLUB OF NORTHERN RI 72 KENDRICK AVE WOONSOCKET RI 02895 PC GENERAL SUPPORT 1000 BOYS AND GIRLS CLUB OF PAWTUCKET ONE MOELLER PL PAWTUCKET RI 02860 PC GENERAL SUPPORT 1000 BOYS AND GIRLS CLUBS OF WARWICK 42 FREDERICK ST WARWICK RI 02888 PC GENERAL SUPPORT 1000 CHILD AND FAMILY SERVICES OF NEWPORT COUNTY 31 JOHN CLARKE RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 1000 CONNECTING CHILDREN & FAMILIES 46 HOPE ST WOONSOCKET RI 02895 PC GENERAL SUPPORT 1000 FAMILY SERVICES OF RI INC 55 HOPE ST PO BOX 6688 PROVIDENCE RI 02940 PC GENERAL SUPPORT 1000 FRIENDS WAY 765 WEST SHORE RD WARWICK RI 02889 PC GENERAL SUPPORT 1000 HORACE MANN EDUCATIONAL ASSOCIATES 8 FORGE PK EAST FRANKLIN MA 02038 PC GENERAL SUPPORT 1000 HOUSE OF HOPE COMMUNITY DEVELOPMENT CORP 3188 POST RD WARWICK RI 02886 PC GENERAL SUPPORT 1000 MCAULEY MINISTRIES 622 ELMWOOD AVE PO BOX 73195 PROVIDENCE RI 02907 PC GENERAL SUPPORT 1000 RESIDENTIAL CONSTRUCTION WORKFORCE 450 VETERANS MEMORIAL PKY STE 301 EAST PROVIDENCE RI 02914 PC GENERAL SUPPORT 1000 THUNDERMIST HEALTH CENTER 25 JOHN A CUMMINGS WY WOONSOCKET RI 02895 PC GENERAL SUPPORT 1000 WE SHARE HOPE 310 BOURNE AVE BDG 70 RUMFORD RI 02916 PC GENERAL SUPPORT 1000 THE ARC OF BLACKSTONE VALLEY 500 PROSPECT ST N 203 PAWTUCKET RI 02860 PC GENERAL SUPPORT 500 EASTER SEALS OF RI 320 PHILLIPS ST STE 103 NORTH KINGSTOWN RI 02852 PC GENERAL SUPPORT 500 J ARTHUR TRUDEAU MEMORIAL CENTER 3445 POST RD WARWICK RI 02886 PC GENERAL SUPPORT 500 PAN MASSACHUSETTS CHALLENGE INC 77 FOURTH AVE NEEDHAM MA 02494 PC GENERAL SUPPORT 500 CITY OF WARWICK NEIGHBORS HELPING NEIGHBORS 27 PILGRIM PKWY WARWICK RI 02888 GOV GENERAL SUPPORT 500 WOOD RIVER HEALTH SERVICES 823 MAIN ST VALLEY RI 02832 PC GENERAL SUPPORT 500 WARWICK CENTER FOR THE ARTS 3259 POST RD WARWICK RI 02886 PC GENERAL SUPPORT 350 109050 0 14 16 14 41009 14 15377 0 56402 0 56402 0 0 0 0 0 0 0 0 0 0 UNDER RHODE ISLAND LAW, THE BEACON FOUNDATION IS NOT REQUIRED TO FURNISH A COPY OF ITS 990-PF FILING TO THE ATTORNEY GENERAL FOR THE STATE OF RHODE ISLAND. 841309 841309 1700944 1700944 5416 0 5416 BANK FEES 93 0 93 MISCELLANEOUS 21 0 21 UNREALIZED GAINS 229708 CONSULTING 14711 0 14711 INVESTMENT EXPENSE 2084 2084 0