2018-05-07T11:41:01-05:00 2017-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2017-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION INC BEVE 8002299667 3 UPLAND LANE WEST NEWBURY MA 01985 WARD CASWELL PRESIDENT 8002299667 2018-05-07 1 SCOTT KAPLOWITCH P00002440 6172276161 2018-05-07 2017 2022-09-23 18:48:47Z X 57893523 X X 41 41 1443767 1443767 1738196 17220355 1738196 3182004 3182004 175000 36400 138600 44533 9263 34014 7321 3661 3742 52928 26464 25470 373742 361520 12222 89763 36163 0 1780 0 16800 3494 13306 75844 15776 59291 949 197 752 37685 3966 51775 876345 496904 339172 2320075 2320075 3196420 496904 2659247 -14416 2685100 4465 1766782 1387812 1387812 242 242 242 2706 23450 23450 3786235 4240046 4240046 27949500 31299541 31299541 8778761 8556957 8556957 10740862 12230437 12230437 10984 7695 5069 3289 3289 151294 151749 151749 53185674 57893523 57893523 31249 34303 24841 133600 56090 167903 X 38129584 42725620 15000000 15000000 53129584 57725620 53185674 57893523 53129584 -14416 4721452 57836620 111000 57725620 SALE OF PUBLICLY TRADED SECURITIES 17029535 15482159 1547376 1547376 CAPITAL GAINS DIVIDENDS P 190820 190820 190820 1738196 0 2433423 52108978 0.046699 3233724 55399271 0.058371 2788698 57245843 0.048714 2474182 53653790 0.046114 1988268 49793996 0.039930 0.239828 0.047966 55289527 2652017 26851 2678868 2659247 53702 0 53702 0 53702 44000 0 0 44000 X 0 9702 0 0 0 0 0 0 0 1 0 0 1 1 MA 1 0 0 0 1 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 WARD S CASWELL 3 UPLAND LANE WEST NEWBURY MA 01985 PRESIDENT/DIRECTOR 40.00 175000 33844 0 PHILIP CASWELL 3902 N LONGVIEW DR JUPITER FL 33477 DIR. EMERITUS (AS OF 10/17) 0.50 0 0 0 RUTH S DUPONT 409 GOLF COURSE COURT ARNOLD MD 21012 TREASURER/DIRECTOR 0.50 0 0 0 LEAH BEVERIDGE RICHARDSON 24 KNAPP STREET SOMERVILLE MA 02143 CLERK/DIRECTOR 0.50 0 0 0 ALFRED L GRIGGS RESIGNED 5617 9 BARRETT PLACE NORTHAMPTON MA 01060 ASST. CLERK/DIRECTOR 0.50 0 0 0 CHRISTA PALMER BIGUE 507 AVENUE CABRILLO HALF MOON BAY CA 94019 DIRECTOR 0.50 0 0 0 CAROL A LEARY PHD 588 LONGMEADOW STREET LONGMEADOW MA 01106 DIRECTOR 0.50 0 0 0 PETER WESTON 44 BUTTERNUT ROAD WESTFIELD MA 01085 DIRECTOR 0.50 0 0 0 JABEZ PALMER 311 29TH AVENUE EAST SEATTLE WA 98112 DIRECTOR 0.50 0 0 0 ELIZABETH L KIRKPATRICK 3622 E BRIARWOOD AVE CENTENNIAL CO 80122 DIRECTOR 0.50 0 0 0 JOSEPH BEVERIDGE PALMER 192 MIDDLE ROAD PO BOX 187 CENTER SANDWICH NH 03227 DIR. EMERITUS (AS OF 10/17) 0.50 0 0 0 FREDERICK WILLIAM STECHER 3539 GUNDRY AVENUE LONG BEACH CA 90807 DIRECTOR 0.50 0 0 0 JONATHAN CASWELL 5622 EAST WEAVER CIRCLE CENTENNIAL CO 80111 DIRECTOR 0.50 0 0 0 ALEXANDER CASWELL APPOINTED 5617 615 REEDS BRIDGE ROAD CONWAY MA 01341 ASST. CLERK/DIRECTOR 0.50 0 0 0 ALEXANDRA B RUSSELL 14 ELIZABETH STREET NORTHAMPTON MA 01060 DIRECTOR 0.50 0 0 0 NONE 0 BRANDES INVESTMENT PARTNERS 11988 EL CAMINO REAL 600 SAN DIEGO CA 92130 INVESTMENT MANAGEMENT 93613 0 0 54664915 1466584 0 56131499 0 0 56131499 841972 55289527 2764476 2764476 53702 53702 2710774 0 2710774 0 2710774 2659247 0 2659247 0 2659247 2710774 0 0 402052 402052 2659247 0 0 0 2659247 0 51527 51527 350525 0 0 0 0 0 0 0 350525 350525 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 TWO YEARS;3)THREE CONSTRUCTION BIDS, IF CONSTRUCTION PROJECT;4)NAMES AND AFFILIATIONS OF THE BOARD MEMBERS;5)IF HOSPITAL OR OTHER HEALTH-RELATED FACILITY, A COPY OF THE DETERMINATION OF NEED (DON) OR A CERTIFICATE OF NEED (CON); 6)MOST RECENT AUDITED FINANCIAL STATEMENTS, IF APPLICABLE;7)NAME AND QUALIFICATIONS OF THE PERSON RESPONSIBLE FOR ADMINISTERING THE GRANT;8)DETAILED BUDGET OF THE PROJECT;9)LIST OF OTHER SOURCES OF FUNDING FOR THIS PROJECT;10)A STATEMENT THAT THE GRANT REQUEST IS EXECUTED BY A PERSON AUTHORIZED TO SUBMIT ON BEHALF 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 AUGUST 1 OF EACH YEAR. REJECTED PROGRAM ACTIVITES: INTERNATIONAL AFFAIRS;MEMBER BENEFIT. REJECTED TYPES OF SUPPORT: AWARDS/PRIZES/COMPETITIONS;COLLECTIONS MGMT; COMMISSIONING NEW WORKS; CONFERENCES/SEMINARS; CURRICULUM DEVELOPMENT;DEBT REDUCTION;EMPLOYEE MATCHING GIFTS;EMPLOYEE-BASED SCHOLARSHIPS;ENDOWMENT FUNDS;FACULTY/STAFF DEVELOPMENT;FELLOWSHIPS;FILM/VIDEO/RADIO PRODUCTION;FOUNDATION ADMINISTERED PROGRAMS;GENERAL/OPERATING SUPPORT;GRANTS/SCHOLARSHIPS TO INDIVIDUALS;INCOME DEVELOPMENT;INTERNSHIP FUNDS;MANAGEMENT DEVELOPMENT;PERFORMANCE/PRODUCTION COSTS;PROFESSORSHIPS;PROGRAM-RELATED INVESTMENT/LOANS;STUDENT AID. MAXIMUM 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: HAMPDEN & HAMPSHIRE COUNTIES, MA. 100 SQUARED 4602 MAGNOLIA BEND MISSOURI CITY TX 77459 N/A PC PROGRAM SUPPORT 1000 ALZHEIMER'S ASSOCIATION 264 COTTAGE STREET SPRINGFIELD MA 01104 N/A PC PROGRAM SUPPORT 250 AMERICAN RED CROSS OF WESTERN MASS 150 BROOKDALE ST SPRINGFIELD MA 01104 N/A PC PROGRAM SUPPORT 5000 AMHERST CINEMA ARTS CENTER INC 28 AMITY STREET AMHERST MA 01002 N/A PC PROGRAM SUPPORT 5000 ARGENZIANO SCHOOL PTA 290 WASHINGTON STREET SOMERVILLE MA 02143 N/A PC PROGRAM SUPPORT 5000 BABY BASICS INC 47 BEAUFORT AVE NEEDHAM MA 02492 N/A PC PROGRAM SUPPORT 5000 BAY PATH UNIVERSITY 588 LONGMEADOW ST LONGMEADOW MA 01106 N/A PC PROGRAM SUPPORT 15000 BAY STATE READING INSTITUTE 50 PROSPECT STREET AMESBURY MA 01913 N/A PC PROGRAM SUPPORT 10000 BEST BUDDIES INTERNATIONAL INC 45 BROOMFIELD STREET 7TH FLOOR BOSTON MA 02128 N/A PC PROGRAM SUPPORT 2000 BLUES TO GREEN INC 18 TUCKER ROAD HUNTINGTON MA 01050 N/A PC PROGRAM SUPPORT 5000 BOSTON SYMPHONE ORCHESTRA 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INC 332 BIRNIE AVE SPRINGFIELD MA 01107 N/A PC PROGRAM SUPPORT 17000 CENTER FOR NEW AMERICANS INC 42 GOTHIC STREET NORTHAMPTON MA 01060 N/A PC PROGRAM SUPPORT 5000 CHESAPEAKE REGION ACCESSIBLE BOATING INC PO BOX 6564 ANNAPOLIS MD 21403 N/A PC PROGRAM SUPPORT 5000 CHILDRENS MUSEUM AT HOLYOKE INC 444 DWIGHT STREET HOLYOKE MA 01040 N/A PC PROGRAM SUPPORT 5000 CHOATE ROSEMARY HALL FOUNDATION INCORPORATED 333 CHRISTIAN ST WALLINGFORD CT 06492 N/A PC PROGRAM SUPPORT 5000 CLARKE SCHOOL FOR THE DEAF 47 ROUND HILL RD NORTHAMPTON MA 01060 N/A PC PROGRAM SUPPORT 40000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 BRIDGE STREET SPRINGFIELD MA 01103 N/A PC PROGRAM SUPPORT 70000 COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC 127 STATE ST SPRINGFIELD MA 01103 N/A PC PROGRAM SUPPORT 20000 CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF SPRINGFIELD 577 CAREW STREET SPRINGFIELD MA 01040 N/A PC PROGRAM SUPPORT 35000 COOLEY DICKINSON HOSPITAL 30 LOCUST STREET NORTHAMPTON MA 01060 N/A PC PROGRAM SUPPORT 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