2016-05-03T15:18:35-05:00 2015-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2015-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION INC BEVE 8002299667 3 UPLAND LANE WEST NEWBURY MA 01985 WARD CASWELL PRESIDENT 8002299667 2016-04-25 1 ALFONSO PERILLO P00950491 6172276161 2016-04-25 2015 2016-09-27 15:27:22Z X 52895175 X X 1 1 1673240 1673240 2231785 28715760 2231785 3905026 3905026 175000 36400 138600 43170 8978 34192 14730 7365 7440 52554 26277 26274 380684 373362 8222 70966 36966 0 1954 0 16800 3494 13306 69928 14544 55384 29289 5140 24267 855075 512526 307685 2959964 2959964 3815039 512526 3267649 89987 3392500 49208 27333 27333 2337280 1576935 1576935 1400 1280 1280 4620406 4310390 4310390 31271913 27600040 27600040 6918152 8420582 8420582 11814655 10860537 10860537 16437 15797 2594 640 640 105830 97438 97438 57121438 52895175 52895175 38728 32699 47250 4000 85978 36699 X 42035460 37858476 15000000 15000000 57035460 52858476 57121438 52895175 57035460 89987 43250 57168697 4310221 52858476 SALE OF PUBLICLY TRADED SECURITIES 28715760 26483975 2231785 2231785 2231785 0 2788698 57245843 0.048714 2474182 53653790 0.046114 1988268 49793996 0.039930 2297903 49989663 0.045968 2119079 47454243 0.044655 0.225381 0.045076 55399271 2497178 33925 2531103 3267649 X 33925 0 33925 0 33925 53345 53345 X 19420 19420 0 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 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 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 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 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 NONE 0 BRANDES INVESTMENT PARTNERS 11988 EL CAMINO REAL 600 SAN DIEGO CA 92130 INVESTMENT MANAGEMENT 105522 NFJ INVESTMENT GROUP LLC 1633 BROADWAY NEW YORK NY 10019 INVESTMENT MANAGEMENT 69371 0 0 54443716 1799199 0 56242915 0 0 56242915 843644 55399271 2769964 2769964 33925 33925 2736039 0 2736039 0 2736039 3267649 0 3267649 33925 3233724 2736039 0 0 11207 11207 3267649 0 0 0 2736039 531610 0 0 542817 0 0 0 0 0 0 0 542817 11207 531610 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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