2017-05-08T10:29:10-05:00 2016-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2016-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION INC BEVE 8002299667 3 UPLAND LANE WEST NEWBURY MA 01985 WARD CASWELL PRESIDENT 8002299667 2017-05-04 1 ALFONSO PERILLO P00950491 6172276161 2017-05-04 38.111.9.114 2017-05-04 13:12:05 ED P 47D8BF56039BF9EA9C36CA9B24439E4AC7C7D4B4 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 2016 2021-01-29 14:40:06Z X 53185674 X X 8 8 1422668 1422668 898141 27767871 898141 2320817 2320817 172000 35776 136224 43127 8970 34157 16748 8374 8293 55016 27508 27954 381576 369428 12248 75106 38765 0 430 0 16800 3494 13306 46734 9720 37014 551 115 436 37346 5601 29333 845434 507751 298965 2094599 2094599 2940033 507751 2393564 -619216 1813066 27333 4465 4465 1576935 1766782 1766782 1280 2706 2706 4310390 3786235 3786235 27600040 27949500 27949500 8420582 8778761 8778761 10860537 10740862 10740862 10984 5915 640 5069 5069 97438 151294 151294 52895175 53185674 53185674 32699 31249 4000 24841 36699 56090 X 37858476 38129584 15000000 15000000 52858476 53129584 52895175 53185674 52858476 -619216 899324 53138584 9000 53129584 SALE OF PUBLICLY TRADED SECURITIES 27767871 26869730 898141 898141 898141 0 3233724 55399271 0.058371 2788698 57245843 0.048714 2474182 53653790 0.046114 1988268 49793996 0.039930 2297903 49989663 0.045968 0.239097 0.047819 52108978 2491799 18131 2509930 2433423 36261 0 36261 0 36261 24420 24420 X 11841 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 WARD S CASWELL 3 UPLAND LANE WEST NEWBURY MA 01985 PRESIDENT/DIRECTOR 40.00 172000 32810 0 PHILIP CASWELL 3902 N LONGVIEW DR JUPITER FL 33477 V.P./DIRECTOR 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 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 DIRECTOR 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 615 REEDS BRIDGE ROAD CONWAY MA 01341 DIRECTOR 0.50 0 0 0 IAN CAMPBELL PALMER 302 MAPLE LANE SEVERNA PARK MD 21146 DIRECTOR (RESIGNED 4/27/16) 0.50 0 0 0 JILLIAN L HICKERSON 629 SOUTH NEVADA STREET OCEANSIDE CA 92054 DIRECTOR (RESIGNED 4/27/16) 0.50 0 0 0 NONE 0 BRANDES INVESTMENT PARTNERS 11988 EL CAMINO REAL 600 SAN DIEGO CA 92130 INVESTMENT MANAGEMENT 85971 NFJ INVESTMENT GROUP LLC 1633 BROADWAY NEW YORK NY 10019 INVESTMENT MANAGEMENT 62994 0 INVESTMENT IN WELLSPRING INVESMENT FUND, INC., A 501(C)(3) ORGANIZATION, TO SUPPORT WELLSPRING HARVEST COOPERATIVE, A COMMERCIAL HYDROPONIC GREENHOUSE IN SPRINGFIELD, MASSACHUSETTS. THE INVESTMENT IS IN THE FORM OF A PROMISSORY NOTE WITH AN INTEREST RATE OF 3% PER ANNUM, WHICH IS DUE WITHIN 90 DAYS OF DEMAND BY THE HOLDER. 35000 35000 51456224 1446292 0 52902516 0 0 52902516 793538 52108978 2605449 2605449 36261 36261 2569188 5000 2574188 0 2574188 2393564 35000 4859 2433423 0 2433423 2574188 0 0 11207 531610 542817 2433423 0 0 0 2433423 0 140765 140765 402052 0 0 0 0 0 0 0 402052 402052 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. 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