2020-05-04T16:14:44-05:00 2019-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2019-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION BEVE 8002299667 3 UPLAND LANE WEST NEWBURY MA 01985 WARD CASWELL PRESIDENT 8002299667 2020-05-04 1 TOM F MULDOON P01561688 5083669100 2020-05-04 40.70.31.102 2020-05-04 13:39:03 ED P 67FD54DCEB6CBC14265FA3262D2D1D14C69EA041 1166F2FD08ABF73FAA4779C448B3D4829B6A5C9C 2019 2021-04-22 16:20:28Z X 61915543 X X 1544937 1544937 1863535 15535681 1863535 32055 32055 0 3440527 3440527 0 187000 37400 0 149600 46793 9358 0 37435 14382 7191 0 7191 76929 38465 0 38464 415618 358978 0 56640 82942 23375 0 0 7985 0 0 16800 3360 0 13440 87435 17469 0 69876 935884 495596 0 372646 2339490 2339490 3275374 495596 0 2712136 165153 2944931 0 1482153 1858048 1858048 8966 3164 3164 4298481 5306991 5306991 27797816 33720569 33720569 8178697 7772874 7772874 11057663 13110538 13110538 37166 16791 5296 20375 20375 157506 122984 122984 52986578 61915543 61915543 42478 38682 29600 218167 72078 256849 X 39281476 45707833 13633024 15950861 52914500 61658694 52986578 61915543 52914500 165153 8754041 61833694 175000 61658694 REALIZED GAINS P 15535681 13672146 1863535 1863535 1863535 1863535 0 2672034 56809089 0.047035 2659247 55289527 0.048097 2433423 52108978 0.046699 3233724 55399271 0.058371 2788698 57245843 0.048714 0.248916 0.049783 58068803 2890839 29449 2920288 2722700 58899 0 58899 0 58899 41500 0 0 41500 768 18167 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 187000 35512 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 0.50 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 KIRKPATRICK 44 MERRIMAC ST NEWBURYPORT MA 01950 SECOND VICE PRESIDENT 0.50 0 0 0 FREDERICK WILLIAM STECHER 44 MERRIMAC ST NEWBURYPORT MA 01950 TREASURER 0.50 0 0 0 JONATHAN CASWELL 44 MERRIMAC ST NEWBURYPORT MA 01950 FIRST VICE PRESIDENT 0.50 0 0 0 ALEXANDER CASWELL 44 MERRIMAC ST NEWBURYPORT MA 01950 ASSISTANT CLERK 0.50 0 0 0 ALEXANDRA B RUSSELL 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 PATRICE SWAN 44 MERRIMAC ST NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 JOSEPH BEVERIDGE PALMER 44 MERRIMAC ST NEWBURYPORT MA 01950 EMERITUS 0.50 0 0 0 NONE 0 BRANDES INVESTMENT PARTNERS 11988 EL CAMINO REAL 600 SAN DIEGO CA 92130 INVESTMENT MANAGEMENT 86416 GMA FOUNDATIONS INC 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 ACCOUNTING 50820 0 0 58883904 69195 0 58953099 0 0 58953099 884296 58068803 2903440 2903440 58899 58899 2844541 0 2844541 0 2844541 2712136 0 10564 2722700 0 2722700 2844541 0 0 223105 223105 2722700 0 0 0 2722700 0 121841 121841 101264 0 0 0 0 0 0 0 101264 101264 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 3 LEBLANCE DR SOUTH HADLEY MA 01075 PC PROGRAM SUPPORT 6000 AMERICAN CULINARY FEDERATION PALM BEACH COUNTY CHAPTER INC 3813 BLUEBELL ST PALM BEACH GARDENS FL 33410 PC PROGRAM SUPPORT 1000 AMHERST BALLET THEATRE COMPANY INC 29 STRONG ST AMHERST MA 010021836 PC PROGRAM SUPPORT 2000 AMHERST BOYS CLUB INC 29A COTTAGE ST AMHERST MA 01002 PC PROGRAM SUPPORT 10000 AMHERST COLLEGE TRUSTEES PO BOX 5000 AMHERST MA 010025000 PC PROGRAM SUPPORT 5000 ARGENZIANO SCHOOL PTA 290 WASHINGTON STREET SOMMERVILLE MA 02143 PC PROGRAM SUPPORT 5000 ARISE INC PO BOX 5423 SPRINGFIELD MA 011015423 PC PROGRAM SUPPORT 9000 ART WITH IMPACT 5214F DIAMOND HEIGHTS BLVD 454 SAN FRANCISCO CA 941312175 PC PROGRAM SUPPORT 7500 BABY BASICS INC 47 BEAUFORT AVE NEEDHAM MA 02492 PC PROGRAM SUPPORT 5000 BARTON CENTER FOR DIABETES EDUCATION INC PO BOX 356 NORTH OXFORD MA 015370356 PC PROGRAM SUPPORT 10000 BAY PATH UNIVERSITY 588 LONGMEADOW ST LONGMEADOW MA 011062292 PC PROGRAM SUPPORT 15000 BEHAVIORAL HEALTH NETWORK INC 417 LIBERTY ST STE 1 SPRINGFIELD MA 011043739 PC PROGRAM SUPPORT 22500 BERKSHIRE HILLS MUSIC ACADEMY INC 48 WOODBRIDGE ST SOUTH HADLEY MA 010751125 PC PROGRAM SUPPORT 17500 BLUES TO GREEN INC 18 TUCKER ROAD HUNTINGTON MA 010509728 PC PROGRAM SUPPORT 5000 BOY SCOUTS OF AMERICA 1 ARCH ROAD SUITE 5 WESTFIELD MA 01085 PC PROGRAM SUPPORT 1900 BOYS & GIRLS CLUB OF CHICOPEE 580 MEADOW STREET CHICOPEE MA 010131820 PC PROGRAM SUPPORT 5000 BOYS & GIRLS CLUB OF GREATER WESTFIELD INC PO BOX 128 28 W SILVER ST WESTFIELD MA 010860128 PC PROGRAM SUPPORT 27500 BRIDGE ST SCHOOL PTO INC 2 PARSONS ST NORTHAMPTON MA 01060 PC PROGRAM SUPPORT 10000 C-10 RESEARCH & EDUCATION FOUNDATION 11 CHESTNUT ST AMESBURY MA 01913 PC PROGRAM SUPPORT 1000 CANDID 32 OLD SLIP 24TH FLOOR NEW YORK NY 10005 PC PROGRAM SUPPORT 5000 CENTER FOR HUMAN DEVELOPMENT INC 70 BOLTWOOD WALK AMHERST MA 01002 PC PROGRAM SUPPORT 10000 CHERRY CREEK TOUCHDOWN CLUB PO BOX 4474 GREENWOOD VILLAGE CO 80155 PC PROGRAM SUPPORT 5000 CHESAPEAKE REGION ACCESSIBLE BOATING INC PO BOX 6564 ANNAPOLIS MD 21403 PC PROGRAM SUPPORT 5000 CHILDRENS INSTITUTE INC 2121 WEST TEMPLE STREET LOS ANGELES CA 90026 PC PROGRAM SUPPORT 4000 CHOATE ROSEMARY HALL FOUNDATION INCORPORATED 333 CHRISTIAN ST WALLINGFORD CT 06492 PC PROGRAM SUPPORT 5000 CITYSPACE INC 50 PAYSON AVE EASTHAMPTON MA 010272255 PC PROGRAM SUPPORT 9000 CLINICAL & SUPPORT OPTIONS INC 8 ATWOOD DRIVE NO 301 NORTHAMPTON MA 010604272 PC PROGRAM SUPPORT 17500 COMMON CAPITAL INC 120 MAPLE ST SPRINGFIELD MA 01103 PC PROGRAM SUPPORT 5000 COMMUNITY ACTION OF THE PIONEER VALLEY 393 MAIN ST GREENFIELD MA 013013320 PC PROGRAM SUPPORT 1000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 BRIDGE ST SPRINGFIELD MA 01103 PC PROGRAM SUPPORT 45000 COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC 1 SUGARLOAF ST 2ND FLR S DEERFIELD MA 013731119 PC PROGRAM SUPPORT 17500 COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC 127 STATE ST SPRINGFIELD MA 011031905 PC PROGRAM SUPPORT 21000 COOLEY DICKINSON HOSPITAL 30 LOCUST STREET NORTHAMPTON MA 010602052 PC PROGRAM SUPPORT 30000 CRISIS CLINIC 9725 3RD AVE NE SUITE 300 SEATTLE WA 98115 PC PROGRAM SUPPORT 2000 DAKIN PIONEER VALLEY HUMANE SOCIETYINC PO BOX 6307 SPRINGFIELD MA 011016307 PC PROGRAM SUPPORT 3694 DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED 948 CONWAY RD ASHFIELD MA 013309772 PC PROGRAM SUPPORT 5000 DUNN SCHOOL BOX 98 LOS OLIVOS CA 934410098 PC PROGRAM SUPPORT 5000 EMPTY ARMS BEREAVEMENT SUPPORT INC 140 PINE ST ROOM 2B FLORENCE MA 01062 PC PROGRAM SUPPORT 4000 ENCHANTED CIRCLE INC 4 OPEN SQUARE WAY HOLYOKE MA 01040 PC PROGRAM SUPPORT 5000 EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC 400 SEABROOK RD TEQUESTA FL 33469 PC PROGRAM SUPPORT 5000 ESSEX HISTORICAL SOCIETY & SHIPBUILDING MUSEUM INC PO BOX 277 66 MAIN STREET ESSEX MA 01929 PC PROGRAM SUPPORT 5000 FIDELCO GUIDE DOG FOUNDATION INC 103 VISION WAY BLOOMFIELD CT 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HERMON MA 01354 PC PROGRAM SUPPORT 50000 NUTSHELL PLAYHOUSE INC 76 BRUNELL AVE LENOX MA 012402025 PC PROGRAM SUPPORT 500 PA'LANTE RESTORATIVE JUSTICE 500 BEECH ST HOLYOKE MA 01040 PC PROGRAM SUPPORT 25000 PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS 800 AIRPORT BLVD SUITE 320 BURLINGAME CA 94010 PC PROGRAM SUPPORT 5000 PIONEER VALLEY BALLET GUILD 116 PLEASANT ST EASTHAMPTON MA 010272752 PC PROGRAM SUPPORT 2000 PIONEER VALLEY RIVERFRONT CLUB INC 121 WEST ST SPRINGFIELD MA 01104 PC PROGRAM SUPPORT 5000 PIONEER VALLEY WORKERS CENTER 20 HAMPTON AVE 200 NORTHAMPTON MA 01060 PC PROGRAM SUPPORT 24000 PITTSBURGH YOUTH LEADERSHIP 1034 FIFTH AVENUE SUITE 400 PITTSBURGH PA 15219 PC PROGRAM SUPPORT 2000 PLAY ON SHAKESPEARE PO BOX 955 ASHLAND OR 97520 PC PROGRAM SUPPORT 10000 PLYMOUTH HOUSING GROUP 2113 THIRDS AVENUE SEATTLE WA 98121 PC PROGRAM SUPPORT 4500 PRATT FINE ARTS CENTER 1902 SOUTH MAIN STREET SEATTLE WA 98144 PC PROGRAM SUPPORT 2500 PROTEUS FUND INC 15 RESEARCH DR AMHERST MA 010022773 PC PROGRAM SUPPORT 7500 PUBLIC HEALTH INSTITIUTE OF WESTERN MASSACHUSETTS 280 CHESTNUT STREET 6TH FLOOR SPRINGFIELD MA 01104 PC PROGRAM SUPPORT 37500 REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY INC 1441 MAIN ST SPRINGFIELD MA 011031406 PC PROGRAM SUPPORT 1000 RESPOND INC PO BOX 555 SOMERVILLE MA 02143 PC PROGRAM SUPPORT 2000 RISE ABOVE FOUNDATION PO BOX 174 NORTHBRIDGE MA 01534 PC PROGRAM SUPPORT 22500 RIVERSIDE COMMUNITY CARE INC 270 BRIDGE ST SUITE 301 DEDHAM MA 02026 PC PROGRAM SUPPORT 1000 ROCA INC 101 PARK ST CHELSEA MA 021502771 PC PROGRAM SUPPORT 20000 SANDWICH COMMUNITY SCHOOL INC 1164 BUNKER HILL ROAD SOUTH TAMWORTH NH 038834170 PC PROGRAM SUPPORT 5000 SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC 8 LAKEVILLE RD APT 3 JAMAICA PLAN MA 02130 PC PROGRAM SUPPORT 17500 SEVENARS CONCERTS INC 80 EAST END AVENUE 3G NEW YORK NY 10028 PC PROGRAM SUPPORT 5000 SHAKA FRANKLIN FOUNDATION FOR YOUTH 8101 E DARTMOUTH AVE 11 DENVER CO 80231 PC PROGRAM SUPPORT 2500 SIBLING CONNECTIONS INC 89 SOUTH STREET SUITE 203 BOSTON MA 02111 PC PROGRAM SUPPORT 15000 SPIRIT OF SPRINGFIELD INC 1350 MAIN STREET SUITE 1005 SPRINGFIELD MA 011032066 PC PROGRAM SUPPORT 5000 SPRINGFIELD DAY NURSERY CORPORATION 1095 MAIN ST SPRINGFIELD MA 01103 PC PROGRAM SUPPORT 2000 SPRINGFIELD LIBRARY FOUNDATION INC 220 STATE ST SPRINGFIELD MA 011031733 PC PROGRAM SUPPORT 40000 SPRINGFIELD SYMPHONY ORCHESTRA 1441 MAIN ST SUITE 120 SPRINGFIELD MA 01103 PC PROGRAM SUPPORT 5000 STANLEY PARK OF WESTFIELD INC 400 WESTERN AVE WESTFIELD MA 010852521 PC PROGRAM SUPPORT 715496 THE SERVICE BOARD 4408 DELRIDGE WAY SW 100 SEATTLE WA 98106 PC PROGRAM SUPPORT 5000 THE STREET DOG COALITION 220 JACKSON AVENUE FORT COLLINS CO 80521 PC PROGRAM SUPPORT 5000 THE TOR PROJECT INC 79 S WASHINGTON ST NO M-101 SEATTLE WA 98194 PC PROGRAM SUPPORT 5000 THIRD SECTOR NEW ENGLAND INC 89 SOUTH ST STE 700 BOSTON MA 021112679 PC PROGRAM SUPPORT 5300 TREEHOUSE FOUNDATION INC 1 TREEHOUSE CIR EASTHAMPTON MA 010272175 PC PROGRAM SUPPORT 45000 TRUSTEES OF TUFTS COLLEGE 200 BOSTON AVE SUITE 1650 MEDFORD MA 02155 PC PROGRAM SUPPORT 4100 TRUSTEES OF WESTMINSTER SCHOOL INC 995 HOPMEADOW ST SIMSBURY CT 060701812 PC PROGRAM SUPPORT 10000 U S S MASS MEMORIAL COMMITTEE INC 5 BATTLESHIP COVE FALL RIVER MA 027210000 PC PROGRAM SUPPORT 5000 UNIVERSITY SCHOOL 2785 SOM CENTER ROAD HUNTING VALLEY OH 44022 PC PROGRAM SUPPORT 5000 VALLEY EYE RADIO 44 HAMPDEN STREET SPRINGFIELD MA 01103 PC PROGRAM SUPPORT 5000 VALLEY VENTURE MENTORS 276 BRIDGE ST 3RD FLOOR SPRINGFIELD MA 01103 PC PROGRAM SUPPORT 27500 WASHINGTON MIDDLE SCHOOL PTA 2101 S JACKSON ST SEATTLE WA 98144 PC PROGRAM SUPPORT 2000 WELLSPRING COOPERATIVE CORPORATION 143 MAIN STREET SPRINGFIELD MA 01105 PC PROGRAM SUPPORT 17000 WESTFIELD ON WEEKENDS INC PO BOX 154 WESTFIELD MA 010860154 PC PROGRAM SUPPORT 5000 WESTFIELD STATE COLLEGE FOUNDATION PO BOX 1630 WESTFIELD MA 010851630 PC PROGRAM SUPPORT 32400 WGBH EDUCATIONAL FOUNDATION 125 WESTERN AVE BOSTON MA 021341008 PC PROGRAM SUPPORT 1000 WILLIE ROSS SCHOOL FOR THE DEAF INC 32 NORWAY AVE LONGMEADOW MA 011063109 PC PROGRAM SUPPORT 20000 WINDRUSH FARM THERAPEUTIC EQUITATION INC 479 LACY ST NORTH ANDOVER MA 01845 PC PROGRAM SUPPORT 1000 WOMENS FUND OF WESTERN MASSACHUSETTS 1350 MAIN ST SUITE 1006 SPRINGFIELD MA 01103 PC PROGRAM SUPPORT 9000 YMCA OF GREATER SPRINGFIELD 1500 MAIN STREET SUITE 200 SPRINGFIELD MA 01115 PC PROGRAM SUPPORT 45000 2339490 0 14 1544937 14 32055 18 1863535 0 3440527 0 3440527 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 76929 38465 0 38464 FIXED INCOME SECURITIES 7772874 7772874 COMMON STOCK 33720569 33720569 5306991 5306991 0 0 MUTUAL FUNDS AT COST 13110538 13110538 LEGAL 14382 7191 0 7191 ACCRUED INCOME/DIVIDEND RECEIVABLE 85006 84440 84440 INTANGIBLE ASSETS, NET 12500 PROGRAM-RELATED INVESTMENTS 35000 38544 38544 MASSACHUSETTS COMMUNITY INVESTMENT TAX CREDIT RECEIVABLE 25000 DEFERRED TAX ASSET 175000 OFFICE EXPENSES 21742 5966 0 15776 OTHER 65693 11503 0 54100 OTHER REVENUE 32055 32055 0 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