BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201601249349100635
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-03T15:18:35-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311698286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEVERIDGE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 8002299667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD CASWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002299667 | PhoneNum |
| Signature | 2016-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2016-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,895,175 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,673,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,673,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,231,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,715,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,231,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,905,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,905,026 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $138,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $43,170 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,978 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $34,192 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,730 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,365 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,440 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,554 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,277 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,274 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $380,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $373,362 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,222 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,966 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,966 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,954 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $16,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,494 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,306 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $69,928 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $14,544 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $55,384 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,140 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $855,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $512,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $307,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,959,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,959,964 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,815,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $512,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,267,649 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,392,500 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,208 | CashBOYAmt |
| Cash EOY | $27,333 | CashEOYAmt |
| Cash EOYFMV | $27,333 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,337,280 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,576,935 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,576,935 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,400 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,280 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,280 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,620,406 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,310,390 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,310,390 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,271,913 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,600,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,600,040 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,918,152 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,420,582 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,420,582 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,814,655 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,860,537 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,860,537 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,797 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,594 | LandBOYAmt |
| Land EOY | $640 | LandEOYAmt |
| Land EOYFMV | $640 | LandEOYFMVAmt |
| Other Assets BOY | $105,830 | OtherAssetsBOYAmt |
| Other Assets EOY | $97,438 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $97,438 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,121,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,895,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,895,175 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,728 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $32,699 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $47,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $85,978 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,699 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $42,035,460 | UnrestrictedBOYAmt |
| Unrestricted EOY | $37,858,476 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $15,000,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $15,000,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,035,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,858,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,121,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,895,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,035,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,987 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43,250 | OtherIncreasesAmt |
| Subtotal | $57,168,697 | SubtotalAmt |
| Other Decreases | $4,310,221 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,858,476 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $28,715,760 | GrossSalesPriceAmt |
| Cost Or Other Basis | $26,483,975 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,231,785 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,231,785 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,231,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,788,698 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $57,245,843 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048714 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,474,182 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $53,653,790 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046114 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,988,268 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,793,996 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039930 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,297,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,989,663 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045968 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,119,079 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,454,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044655 | DistributionYr5Rt |
| Total Distribution | 0.225381 | TotalDistributionRt |
| Average Distribution | 0.045076 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $55,399,271 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,497,178 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,925 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,531,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,267,649 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $33,925 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,925 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,345 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $53,345 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $19,420 | OverpaymentAmt |
| Applied To ES Tax | $19,420 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEVERIDGE.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET 8TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARD S CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | PRESIDENT/DIRECTOR | 40.00 | $175,000 | $32,810 | $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 CARILLO | HALF MOON BAY | CA | 94019 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CAROL A LEARY PHD | ||||||||
| 896 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 |
| JILLIAN L HICKERSON | ||||||||
| 629 SOUTH NEVADA STREET | OCEANSIDE | CA | 92054 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH S KIRKPATRICK | ||||||||
| 379 FELDSPAR ROAD | BLACK HAWK | CO | 80422 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| IAN CAMPBELL PALMER | ||||||||
| 302 MAPLE LANE | SEVERNA PARK | MD | 21146 | 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 | ||||||||
| 8420 CANYON RIM TRAIL 303 | ENGLEWOOD | CO | 80112 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ALEXANDER CASWELL | ||||||||
| 615 REEDS BRIDGE ROAD | CONWAY | MA | 01341 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS | |||||
| 11988 EL CAMINO REAL 600 | SAN DIEGO | CA | 92130 | INVESTMENT MANAGEMENT | $105,522 |
| NFJ INVESTMENT GROUP LLC | |||||
| 1633 BROADWAY | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT | $69,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,443,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,799,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,242,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,242,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $843,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,399,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,769,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,769,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,925 | TotalTaxAmt |
| Distributable Before Adj | $2,736,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,736,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,736,039 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,267,649 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,267,649 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,925 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,233,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,736,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $11,207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,267,649 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,736,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $531,610 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $542,817 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $542,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $11,207 | ExcessFromYear1Amt |
| Excess From Current Year | $531,610 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARD CASWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002299667 | RecipientPhoneNum |
| Recipient Email Address | WARD@CASWELL.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGUST 1 OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF WESTERN MASSACHUSETTS | |||||||
| 150 BROOKDALE ST | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ARGENZIANO SCHOOL PTA | |||||||
| 290 WASHINGTON ST | SOMERVILLE | MA | 02143 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BABY BASICS INC | |||||||
| 47 BEAUFORT AVE | NEEDHAM | MA | 02492 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BAY PATH UNIVERSITY | |||||||
| 588 LONGMEADOW ST | LONGMEADOW | MA | 01106 | N/A | PC | PROGRAM SUPPORT | $60,000 |
| BEHAVIORAL HEALTH NETWORK INC | |||||||
| 417 LIBERTY ST STE 1 | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $7,000 |
| BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY | |||||||
| 101 STATE ST STE 601 | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $13,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1 ARCH RD STE 5 | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $21,800 |
| BOYS & GIRLS CLUB FAMILY CENTER INC | |||||||
| 100 ACORN ST | SPRINGFIELD | MA | 01109 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF GREATER HALF MOON BAY | |||||||
| PO BOX 545 | HALF MOON BAY | CA | 94019 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF WESTFIELD INC | |||||||
| 28 W SILVER STREET PO BOX 128 | WESTFIELD | MA | 01086 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| CARLSBAD HIGH SCHOOL TELEVISION BOOSTER CLUB | |||||||
| 3557 LANCER WAY | CARLSBAD | CA | 92008 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| CARLSBAD SOFTBALL ASSOCIATION | |||||||
| PO BOX 2726 | CARLSBAD | CA | 92018 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| CENTER FOR ECOLOGICAL TECHNOLOGY INC | |||||||
| 112 ELM ST | PITTSFIELD | MA | 01201 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| CENTER FOR HUMAN DEVELOPMENT INC | |||||||
| 332 BIRNIE AVENUE | SPRINGFIELD | MA | 01107 | N/A | PC | PROGRAM SUPPORT | $24,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CHESAPEAKE REGION ACCESSIBLE BOATING INC | |||||||
| PO BOX 6564 | ANNAPOLIS | MD | 21403 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHILDRENS CHORUS OF SPRINGFIELD | |||||||
| 61 SUMNER AVE | SPRINGFIELD | MA | 01108 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHILDRENS INSTITUTE INC | |||||||
| 2121 WEST TEMPLE ST | LOS ANGELES | CA | 90026 | N/A | PC | PROGRAM SUPPORT | $6,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CHOPIN FOUNDATION OF THE UNITED STATES INC | |||||||
| 440 79TH ST CSWY STE 117 | MIAMI | FL | 33141 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHURCH OF THE ATONEMENT (EPISCOPAL) | |||||||
| 36 COURT ST | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $11,600 |
| CLARKE SCHOOL FOR THE DEAF | |||||||
| 47 ROUND HILL RD | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC | |||||||
| 1 SUGARLOAF ST 2ND FLR | SOUTH DEERFIELD | MA | 01373 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| COMMUNITY UNITED WAY OF PIONEER VALLEY INC | |||||||
| 1441 MAIN ST STE 147 | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| CONCORD HOSPITAL INC | |||||||
| 250 PLEASANT ST | CONCORD | NH | 03301 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF SPRINGFIELD | |||||||
| 577 CAREW ST | SPRINGFIELD | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| DELORES PROJECT | |||||||
| POBOX 1406 | DENVER | CO | 80201 | N/A | PC | PROGRAM SUPPORT | $3,250 |
| DEVELOP SPRINGFIELD CORPORATION | |||||||
| 1182 MAIN ST | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| DOMUS INCORPORATED | |||||||
| 4 SCHOOL ST | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $16,000 |
| DRAMA STUDIO INC | |||||||
| PO BOX 80892 | SPRINGFIELD | MA | 01138 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| DUNN SCHOOL | |||||||
| PO BOX 98 | LOS OLIVOS | CA | 93441 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| ENCHANTED CIRCLE INC | |||||||
| 4 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ENVIRONMENTAL LEARNING FOR KIDS | |||||||
| 6060 BROADWAY | DENVER | CO | 80216 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC | |||||||
| 400 SEABROOK RD | TEQUESTA | FL | 33649 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FIDELCO GUIDE DOG FOUNDATION INC | |||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FIRST UNIVERSALIST CHURCH OF DENVER | |||||||
| 4101 E HAMPDEN AVE | DENVER | CO | 80218 | N/A | PC | PROGRAM SUPPORT | $3,250 |
| FLORENCE CRITTENDON SERVICES OF COLORADO | |||||||
| 96 SOUTH ZUNI ST | DENVER | CO | 80223 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FOUNDATION CENTER | |||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FRIENDS OF HOSPICE HOUSE INC | |||||||
| 1165 N PLEASANT ST | AMHERST | MA | 01002 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| FRIENDS OF THE HALF MOON LIBRARY | |||||||
| 620 CORREAS ST | HALF MOON BAY | CA | 94019 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GIRLS SCOUTS OF CENTRAL AND WESTERN MASSACHUSETTS | |||||||
| 81 GOLD STAR BLVD | WORCESTER | MA | 01606 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GORDON SCHOOL | |||||||
| 45 MAXFIELD AVE | EAST PROVIDENCE | RI | 02914 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| GROUNDWORK SOMERVILLE INC | |||||||
| 24 PARK ST 7 | SOMERVILLE | MA | 02143 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 104 MEMORIAL AVE | W SPRINGFIELD | MA | 01089 | N/A | PC | PROGRAM SUPPORT | $3,200 |
| HAP INC | |||||||
| 322 MAIN ST STE 1 | SPRINGFIELD | MA | 01105 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HILLTOWN COMMUNITY AMBULANCE ASSOCIATION INC | |||||||
| 1 BROMLEY RD | HUNTINGTON | MA | 01050 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| HILLTOWN LAND TRUST INC | |||||||
| 332 BULLIT RD | ASHFIELD | MA | 01330 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HITCHCOCK CENTER INC | |||||||
| 525 S PLEASANT ST | AMHERST | MA | 01002 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| HOPE AND COMFORT INC | |||||||
| PO BOX 241 | NEWTON UPPER FALLS | MA | 02464 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| HOSPICE OF PALM BEACH COUNTY FOUNDATION INC | |||||||
| 5300 EAST AVE | WEST PALM BEACH | FL | 33407 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HUMAN DEVELOPMENT CORPORATION | |||||||
| 664 E CENTRAL AVE | EDGEWATER | MD | 21037 | N/A | PC | PROGRAM SUPPORT | $14,000 |
| INFINITE LEARNING | |||||||
| 214 MAIN ST | EL SEGUNDO | CA | 90245 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| INSIGHT PRODUCTIONS INC | |||||||
| PO BOX 96 | MARLBORO | VT | 05344 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| INTERNATIONAL LANGUAGE INSTITUTE OF MASSACHUSETTS INC | |||||||
| 25 NEW SOUTH ST | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS | |||||||
| PO BOX 15167 | SPRINGFIELD | MA | 01115 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| JUPITER MEDICAL CENTER FOUNDATION INC | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| LEADERSHIP PIONEER VALLEY | |||||||
| 1 FEDERAL ST BLDG 1 | SPRINGFIELD | MA | 01105 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| LEARNING SOURCE | |||||||
| 455 SOUTH PIERCE ST | LAKEWOOD | CO | 80226 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| LINK TO LIBRARIES INC | |||||||
| 35 BLUEGRASS DR | E LONGMEADOW | MA | 01028 | N/A | PC | PROGRAM SUPPORT | $3,500 |
| LOWELLS MARITIME FOUNDATION | |||||||
| 459 MAIN ST | AMESBURY | MA | 01913 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| LUDLOW BOYS & GIRLS CLUB INC | |||||||
| 96 CLAUDIAS WAY | LUDLOW | MA | 01056 | N/A | PC | PROGRAM SUPPORT | $27,500 |
| MAGNOLIA ELEMENTARY PTA | |||||||
| 1905 MAGNOLIA AVE | CARLSBAD | CA | 92008 | N/A | PC | PROGRAM SUPPORT | $6,840 |
| MARY HITCHCOCK MEMORIAL HOSPITAL | |||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 350 S HUNTINGTON AVENUE | BOSTON | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD | |||||||
| 995 WORTHINGTON ST | SPRINGFIELD | MA | 01109 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| MOUNT WASHINGTON VALLEY CHORAL SOCIETY | |||||||
| PO BOX 5002 PMB 207 | NORTH CONWAY | NH | 03860 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NAMI WESTERN MASSACHUSETTS INC | |||||||
| 324A SPRINGFIELD ST | AGAWAM | MA | 01001 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE OF CT AND WESTERN MA | |||||||
| 820A PROSPECT HILL ROAD | WINDSOR | CT | 06095 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| NORTHAMPTON COMMUNITY ARTS TRUST INC | |||||||
| 44 MONROE ST | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| NORTHAMPTON COMMUNITY MUSIC CENTER INC | |||||||
| 139 SOUTH ST | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| NORTHAMPTON HISTORICAL SOCIETY | |||||||
| 46 BRIDGE ST | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NUESTRAS RAICES | |||||||
| 329 MAIN ST | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $13,000 |
| NUTSHELL PLAYHOUSE INC | |||||||
| 76 BRUNELL AVE | LENOX | MA | 01240 | N/A | PC | PROGRAM SUPPORT | $500 |
| OPERATION OUTREACH-USA INC | |||||||
| 360 WOODLAND ST STE 2 | HOLLISTON | MA | 01746 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| PARTNERS FOR YOUTH WITH DISABILITIES | |||||||
| 95 BERKELEY ST STE 109 | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| PEACE DEVELOPMENT FUND INC | |||||||
| 499 DWIGHT ST | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| PENNSYLVANIA ASSOCIATION FOR RETARDED CHILDREN & ADULTS | |||||||
| 2649 TROUSDALE DR | BURLINGAME | CA | 94010 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PIONEER VALLEY SYMPHONY INC | |||||||
| 91 MAIN ST | GREENFIELD | MA | 01301 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| POLISH CENTER OF DISCOVERY AND LEARNING INC | |||||||
| 33 SOUTH ST | CHICOPEE | MA | 01013 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PTA CALIFORNIA CONGRESS OF TEACHERS & STUDENTS INC | |||||||
| 1645 MAGNOLIA AVENUE | CARLSBAD | CA | 92008 | N/A | PC | PROGRAM SUPPORT | $8,160 |
| RAISING A READER MASSACHUSETTS | |||||||
| 9B HAMILTON PL | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| READER TO READER INC | |||||||
| 38 WOODSIDE AVE | AMHERST | MA | 01002 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| RISE ABOVE FOUNDATION | |||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| RIVERSIDE INDUSTRIES INC | |||||||
| ONE COTTAGE ST | EASTHAMPTON | MA | 01027 | N/A | PC | PROGRAM SUPPORT | $20,500 |
| SAFE PASSAGE INC | |||||||
| 43 CENTER ST | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $14,000 |
| SANDWICH COMMUNITY SCHOOL INC | |||||||
| 1164 BUNKER HILL RD | SOUTH TAMWORTH | NH | 03883 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SECOND CHANCE ANIMAL SHELTER INC | |||||||
| 111 YOUNG RD | E BROOKFIELD | MA | 01515 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| SEVENARS CONCERTS INC | |||||||
| 30 E END AVE 3A | NEW YORK | NY | 10028 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SHAKA FRANKLIN FOUNDATION FOR YOUTH | |||||||
| 8101 E DARTMOUTH AVE 11 | DENVER | CO | 80231 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SIBLING CONNECTIONS INC | |||||||
| 61 ROSELAND ST UNIT 2 | SOMERVILLE | MA | 02145 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SOLDIER ON INC | |||||||
| 421 N MAIN ST BLDG 6 | LEEDS | MA | 01053 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| SPRINGFIELD BOYS CLUB | |||||||
| 481 CAREW ST | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| SPRINGFIELD SCHOOL VOLUNTEERS INC | |||||||
| 1550 MAIN ST | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SPRINGFIELD SYMPHONY ORCHESTRA | |||||||
| 75 MARKET PL | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ST GEORGES CENTER INC | |||||||
| PO BOX 10584 21 WEST 22ND ST | WEST PALM BEACH | FL | 33419 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ST MATTHEWS CATHOLIC SCHOOL | |||||||
| 910 S EL CAMINO REAL | SAN MATEO | CA | 94402 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| STANLEY PARK OF WESTFIELD INC | |||||||
| 400 WESTERN AVE | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $1,692,864 |
| TEACH FOR AMERICA INC | |||||||
| 315 W 36TH ST FL 8 | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 97 N HATFIELD RD PO BOX 160 | HATFIELD | MA | 01038 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| THE HAROLD GRINSPOON CHARITABLE FOUNDATION | |||||||
| 380 UNION ST | WEST SPRINGFIELD | MA | 01089 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIRCLE | EASTHAMPTON | MA | 01027 | N/A | PC | PROGRAM SUPPORT | $28,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 200 BOSTON AVE STE 1650 | MEDFORD | MA | 02155 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| U S S MASSACHUSETTS MEMORIAL COMMITTEE INC | |||||||
| 5 BATTLESHIP COVE | FALL RIVER | MA | 02721 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| WESTFIELD MUSEUM INC | |||||||
| 360 ELM ST | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| WESTFIELD ON WEEKENDS INC | |||||||
| 59 COURT ST | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| YMCA OF GREATER WESTFIELD INC | |||||||
| 67 COURT ST | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,959,964 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,673,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,231,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,905,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,905,026 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $52,554 | Amt |
| Net Investment Income | $26,277 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,274 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS - FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $8,420,582 | EOYBookValueAmt |
| EOYFMV | $8,420,582 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - CORPORATE STOCK | StockNm |
| EOY Book Value | $27,600,040 | EOYBookValueAmt |
| EOYFMV | $27,600,040 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,310,390 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,310,390 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS - FIXED INCOME MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,860,537 | BookValueAmt |
| EOYFMV | $10,860,537 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $13,901 | $13,261 | $640 | $640 |
| OFFICE EQUIPMENT | $2,536 | $2,536 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,730 | LegalFeesAmt |
| Net Investment Income | $7,365 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,440 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $77,330 | $77,938 | $77,938 |
| PREPAID FEDERAL EXCISE TAX | $28,500 | $19,500 | $19,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED NET LOSS ON INVESTMENTS | Desc |
| Amt | $4,310,221 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $6,760 | $1,406 | $5,124 |
| POSTAGE AND FREIGHT | $327 | $68 | $259 |
| WEBSITE EXPENSE | $3,010 | $0 | $3,010 |
| TELEPHONE | $6,526 | $1,357 | $5,517 |
| MEMBERSHIPS, DUES, & SUBSCRIPTIONS | $3,929 | $817 | $3,112 |
| INSURANCE | $6,528 | $1,358 | $5,170 |
| PAYROLL PROCESSING FEES | $1,567 | $0 | $1,567 |
| SOFTWARE EXPENSE | $642 | $134 | $508 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX ADJUSTMENT | Desc |
| Amt | $43,250 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $47,250 | BOYBookValueAmt |
| EOY Book Value | $4,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $7,894 | $572 | $8,222 |
| INVESTMENT MANAGEMENT FEES | $372,790 | $372,790 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENTS | $36,966 | $36,966 | $0 |
| FEDERAL EXCISE TAXES | $34,000 | $0 | $0 |
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