2021-05-13T12:13:18-05:00 2020-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2020-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION BEVE 8002299667 3 UPLAND LANE WEST NEWBURY MA 01985 WARD CASWELL PRESIDENT 8002299667 2021-05-07 1 WARD CASWELL 999009999 THOMAS F MULDOON CPA P01561688 5083669100 2021-05-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 66936661 X X 1297499 1297499 2082641 18081242 2082641 7482 7482 0 3387622 3387622 0 184000 38268 0 145732 46965 9768 0 37197 16740 8370 0 8370 73635 36817 0 36818 373002 360344 0 14608 69384 25194 0 0 9386 0 0 17220 3581 0 13639 42844 10452 0 36466 833176 492794 0 292830 2554810 2554810 3387986 492794 0 2847640 -364 2894828 0 1858048 1874455 1874455 3164 3160 3160 5306991 4399068 4399068 33720569 36913549 36913549 7772874 9208672 9208672 13110538 14382945 14382945 39204 21317 20375 17887 17887 122984 136925 136925 61915543 66936661 66936661 38682 39836 218167 210000 256849 249836 X 45707833 49382098 15950861 17304727 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STECHER 44 MERRIMAC ST NEWBURYPORT MA 01950 TREASURER 2.00 0 0 0 JONATHAN CASWELL 44 MERRIMAC ST NEWBURYPORT MA 01950 FIRST VICE PRESIDENT 1.00 0 0 0 ALEXANDER CASWELL 44 MERRIMAC ST NEWBURYPORT MA 01950 ASSISTANT CLERK (UNTIL 10/2020) 1.00 0 0 0 ALEXANDRA B RUSSELL 44 MERRIMAC ST NEWBURYPORT MA 01950 ASSISTANT CLERK (AS OF 10/2020) 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 BRANDES INVESTMENT PARTNERS 11988 EL CAMINO REAL 600 SAN DIEGO CA 92130 INVESTMENT MANAGEMENT 86779 0 0 60709429 153077 0 60862506 0 0 60862506 912938 59949568 2997478 2997478 40238 40238 2957240 0 2957240 0 2957240 2847640 0 6898 2854538 0 2854538 2957240 0 0 101264 101264 2854538 0 0 0 2854538 0 101264 101264 0 0 0 0 0 1438 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 ALZHEIMER'S ASSOCIATION MANH 309 WAVERLEY OAKS ROAD WALTHAM MA 02452 PC COMPUTER UPGRADES TO SPRINGFIELD OFFICE 5000 AMERICAN 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INC 1 FEDERAL ST BLDG 101 3RD FLOOR WEST SUITES SPRINGFIELD MA 01105 PC LAUNCHING FIRST NEWCOMER ACADEMY IN THE SPRINGFIELD EMPOWERMENT ZONE 20000 THE NORTHAMPTON ACADEMY OF MUSIC INC 274 MAIN ST NORTHAMPTON MA 01060 PC RESTROOM RENOVATIONS 20000 TREEHOUSE FOUNDATION INC 1 TREEHOUSE CIR EASTHAMPTON MA 010272175 PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 TRUSTEES OF TUFTS COLLEGE 80 GEORGE STREET MEDFORD MA 02155 PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 TRUSTEES OF WESTMINSTER SCHOOL INC 995 HOPMEADOW ST SIMBURY CT 060701812 PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 10000 U S S MASS MEMORIAL COMMITTEE INC 5 BATTLESHIP COVE FALL RIVER MA 02721 PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 VALLEY EYE RADIO 1 FEDERAL ST BLDG 101 SPRINGFIELD MA 01105 PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 VIABILITY INC FKA COMMUNITY ENTERPRISES INC 5 FRANKLIN ST NORTHAMPTON MA 010612576 PC VIABILITY DAY HABILITATION AND CBDS, WEST SPRINGFIELD 28863 THE VILLAGE OF HOPE PO BOX 46485 SEATTLE WA 98146 PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2500 WARRIOR-SCHOLAR PROJECT 1012 14TH ST NW 1200 WASHINGTON DC 20005 PC AMHERST COLLEGE 2020 BOOT CAMP 7000 WASHINGTON WOMEN'S FOUNDATION 2100 24TH AVENUE S 330 SEATTLE WA 98144 PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2500 WAY FINDERS INC 1780 MAIN STREET SPRINGFIELD MA 01103 PC GREATER SPRINGFIELD HOUSING STUDY 18400 WESTERN MASSACHUSETTS TRAINING CONSORTIUM INC 187 HIGH ST STE 202 HOLYOKE MA 010406596 PC NORTHAMPTON RECOVERY CENTER NEW SPACE RENOVATION 16000 WESTFIELD ON WEEKENDS INC 59 COURT STREET WESTFIELD MA 01085 PC 2020 QUALIFIED DISTRIBUTION IN SUPPORT OF THE MAINTENANCE OF FLOWER BOXES ON THE BRIDGES IN AND OUT OF WESTFIELD 5000 WILLIE ROSS SCHOOL FOR THE DEAF INC 32 NORWAY AVE LONGMEADOW MA 011063109 PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN MEMORY OF EVIE WOODS 5000 WILLOWS COMMUNITY SCHOOL 8509 HIGUERA STREET CULVER CITY CA 90232 PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5000 2554810 0 14 1297499 14 7482 18 2082641 0 3387622 0 3387622 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 73635 36817 0 36818 FIXED INCOME SECURITIES 9208672 9208672 COMMON STOCK 36913549 36913549 4399068 4399068 0 0 MUTUAL FUNDS AT COST 14382945 14382945 LEGAL 16740 8370 0 8370 ACCRUED INCOME/DIVIDEND RECEIVABLE 84440 72331 72331 PROGRAM-RELATED INVESTMENTS 38544 64594 64594 DEFERRED TAX ASSET 10000 OFFICE EXPENSES 31188 8030 0 26974 OTHER 11656 2422 0 9492 OTHER REVENUE 7482 7482 UNREALIZED GAINS 5038495 DEFERRED FEDERAL EXCISE TAX 200000 210000 EXCISE TAX PAYABLE 18167 0 OTHER 373002 360344 0 14608 FEDERAL EXCISE TAX 44190 0 0 0 FOREIGN TAXES 25194 25194 0 0