BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201541269349100814
- Schema version
- 2014v5.0
- 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 | 2015-05-06T14:38:26-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-06 | 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 | 2015-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,121,438 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,676,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,676,147 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,324,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,714,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,324,321 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,000,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,000,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,528 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $131,472 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,113 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,758 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,355 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,934 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,967 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,982 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,742 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,871 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,744 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $406,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $404,648 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,781 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,058 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $945 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $49,040 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,199 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,841 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,405 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $916 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,489 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,288 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,900 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $861,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $538,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $266,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,576,756 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,576,756 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,438,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $538,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,843,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,562,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,462,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,494 | CashBOYAmt |
| Cash EOY | $49,208 | CashEOYAmt |
| Cash EOYFMV | $49,208 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,476,622 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,337,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,337,280 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,400 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,859,585 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,620,406 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,620,406 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,952,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,271,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,271,913 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,951,146 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,918,152 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,918,152 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,125,919 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,814,655 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,814,655 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,843 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,539 | LandBOYAmt |
| Land EOY | $2,594 | LandEOYAmt |
| Land EOYFMV | $2,594 | LandEOYFMVAmt |
| Other Assets BOY | $66,673 | OtherAssetsBOYAmt |
| Other Assets EOY | $105,830 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $105,830 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,461,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,121,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,121,438 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,936 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,728 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $76,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $47,250 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $108,186 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,978 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $42,353,355 | UnrestrictedBOYAmt |
| Unrestricted EOY | $42,035,460 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $15,000,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $15,000,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,353,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,035,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,461,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,121,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,353,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,562,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,000 | OtherIncreasesAmt |
| Subtotal | $59,944,407 | SubtotalAmt |
| Other Decreases | $2,908,947 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,035,460 | 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 | $39,714,429 | GrossSalesPriceAmt |
| Cost Or Other Basis | $35,390,108 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,324,321 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,324,321 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,324,321 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,474,182 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $53,653,790 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,988,268 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,793,996 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039930 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,297,903 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,989,663 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045968 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,119,079 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $47,454,243 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044655 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,852,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,710,067 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043378 | DistributionYr5Rt |
| Total Distribution | 0.220045 | TotalDistributionRt |
| Average Distribution | 0.044009 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $57,245,843 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,519,332 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $54,622 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,573,954 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,843,320 | 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 | $54,622 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54,622 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54,622 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82,967 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $82,967 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $28,345 | OverpaymentAmt |
| Applied To ES Tax | $28,345 | 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 | $166,000 | $32,038 | $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 (3 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 | $114,431 |
| NFJ INVESTMENT GROUP LLC | |||||
| 1633 BROADWAY | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT | $73,296 |
| PACIFIC INVESTMENT MGMT COMPANY LLC (PIMCO) | |||||
| 840 NEWPORT CENTER DRIVE 100 | NEWPORT BEACH | CA | 92660 | INVESTMENT MANAGEMENT | $72,531 |
| 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 | $55,856,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,261,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,117,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,117,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $871,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,245,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,862,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,862,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,622 | TotalTaxAmt |
| Distributable Before Adj | $2,807,670 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,807,670 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,807,670 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,843,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,843,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $54,622 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,788,698 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,807,670 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,443 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,843,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,443 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,807,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,207 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,207 | 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 | $11,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,207 | 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 (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF WESTERN MASS | ||||||||
| 150 BROOKDALE ST | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| AMERICAN RED CROSS WESTFIELD MASSACHUSETTS CHAPTER | ||||||||
| PO BOX 1324 | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| AMHERST COMMITTEE FOR A BETTER CHANCE | ||||||||
| 66 BRIDGE STREET | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| BABY BASICS INC | ||||||||
| 47 BEAUFORT AVE | NEEDHAM | MA | 02492 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| BARTON CENTER FOR DIABETES EDUCATION INC | ||||||||
| 30 ENNIS ROAD PO BOX 356 | NORTH OXFORD | MA | 01537 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| BAY PATH COLLEGE | ||||||||
| 588 LONGMEADOW ST | LONGMEADOW | MA | 011062292 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| BEST BUDDIES INTERNATIONAL INC | ||||||||
| 401 MAIN STREET SUITE 15 | AMHERST | MA | 01002 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| BIRTHDAY WISHES INC | ||||||||
| PO BOX 590645 | NEWTON CENTER | MA | 024590006 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| BLUES TO GREEN INC | ||||||||
| 18 TUCKER ROAD | HUNTINGTON | MA | 010509728 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| BOSTON SCHOLAR ATHLETE PROGRAM INC | ||||||||
| 65 ALLERTON ST | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $7,500 | |
| BOSTON SYMPHONY ORCHESTRA INC | ||||||||
| SYMPHONY HALL 301 MASSACHUSETTS | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $5,000 | AVENUE |
| BOYS & GIRLS CLUB FAMILY CENTER INC | ||||||||
| 100 ACORN ST | SPRINGFIELD | MA | 011092430 | N/A | PC | PROGRAM SUPPORT | $17,000 | |
| BOYS & GIRLS CLUB OF GREATER HOLYOKE INC | ||||||||
| 70 NICK COSMOS WAY PO BOX 6256 | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $35,000 | |
| CAMP ARCADIA SCHOLARSHIP FOUNDATION | ||||||||
| 42 GOODWIVES RIVER ROAD | DARIEN | CT | 06820 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CARLSBAD SOFTBALL ASSOCIATION | ||||||||
| PO BOX 2726 | CARLSBAD | CA | 920182726 | N/A | PC | PROGRAM SUPPORT | $9,000 | |
| CENTER FOR HUMAN DEVELOPMENT INC | ||||||||
| 332 BIRNIE AVE | SPRINGFIELD | MA | 011071104 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| CENTER FOR NEW AMERICANS INC | ||||||||
| 42 GOTHIC STREET | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| CHESAPEAKE REGION ACCESSIBLE BOATING INC | ||||||||
| PO BOX 6564 | ANNAPOLIS | MD | 21403 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CHILDREN'S STUDY HOME | ||||||||
| 44 SHERMAN STREET | SPRINGFIELD | MA | 01109 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| CHILDRENS MUSEUM AT HOLYOKE INC | ||||||||
| 444 DWIGHT ST | HOLYOKE | MA | 010405842 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | ||||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | PC | PROGRAM SUPPORT | $700 | |
| CHOPIN FOUNDATION OF THE UNITED STATES INC | ||||||||
| 1440 79TH STREET CSWY STE 117 | MIAMI | FL | 331414135 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| COMMONWEALTH CORPORATION FOUNDATION | ||||||||
| 2 OLIVER ST 5TH FL | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| COMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER | ||||||||
| 247 CABOT ST | HOLYOKE | MA | 010403927 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||||
| 1500 MAIN STREET | SPRINGFIELD | MA | 01115 | N/A | PC | PROGRAM SUPPORT | $120,000 | |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC | ||||||||
| 1 SUGARLOAF ST 2ND FLR | S DEERFIELD | MA | 013731119 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CONGREGATIONAL CHURCH OF NEEDHAM | ||||||||
| 1154 GREAT PLAIN AVE | NEEDHAM | MA | 02492 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| COOLEY DICKINSON HEALTH CARE CORP | ||||||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 010602052 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| DOUGLAS COUNTY EDUCATIONAL FOUNDATION | ||||||||
| 620 WILCOX ST | CASTLE ROCK | CO | 80104 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| DRAMA STUDIO INC | ||||||||
| PO BOX 80892 | SPRINGFIELD | MA | 011380892 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| DUNN SCHOOL | ||||||||
| BOX 98 | LOS OLIVOS | CA | 934410098 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| DYSLEXIA TUTORING PROGRAM INC | ||||||||
| 711 WEST40TH STREET SUITE 310 | BALTIMORE | MD | 21211 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FIDELCO GUIDE DOG FOUNDATION INC | ||||||||
| 103 VISION WAY | BLOOMFIELD | CT | 060021424 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| FIRST UNIVERALIST CHURCH OF DENVER | ||||||||
| 4101 E HAMPDEN AVE | DENVER | CO | 80218 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FLORENCE CRITTENTON SERVICES OF COLORADO | ||||||||
| 96 SOUTH ZUNI STREET | DENVER | CO | 80223 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FOUNDATION CENTER | ||||||||
| 79 5TH AVE | NEW YORK | NY | 100033034 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FREEDOM WRITERS FOUNDATION | ||||||||
| PO BOX 41505 | LONG BEACH | CA | 908531505 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FRIENDS OF VERITAS PREPARATORY CHARTER SCHOOL INC | ||||||||
| 370 PINE ST | SPRINGFIELD | MA | 01105 | N/A | PC | PROGRAM SUPPORT | $12,000 | |
| GIRLS INCORPORATED OF HOLYOKE | ||||||||
| 6 OPEN SQUARE WAY | HOLYOKE | MA | 010405882 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| GORDON SCHOOL | ||||||||
| 45 MAXFIELD AVE | E PROVIDENCE | RI | 02914 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| GRANBY PARENT TEACHER ORGANIZATION | ||||||||
| 14 WEST STREET | GRANBY | MA | 01033 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| GRAY HOUSE INC | ||||||||
| 22 SHELDON ST | SPRINGFIELD | MA | 011071915 | N/A | PC | PROGRAM SUPPORT | $12,000 | |
| GROUNDWORK SOMERVILLE INC | ||||||||
| 24 PARK ST 7 | SOMERVILLE | MA | 02143 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 104 MEMORIAL AVE | W SPRINGFIELD | MA | 01089 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| HAP INC | ||||||||
| 322 MAIN ST STE 1 | SPRINGFIELD | MA | 011052474 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| HITCHCOCK CENTER INC | ||||||||
| 525 S PLEASANT ST | AMHERST | MA | 010022550 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| HOLYOKE COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 303 HOMESTEAD AVENUE | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $40,000 | |
| HOMEWORK HOUSE INC | ||||||||
| 54 N SUMMER ST | HOLYOKE | MA | 010406208 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| HOPE AND COMFORT INC | ||||||||
| 24 DAVENPORT ROAD | WESTON | MA | 02493 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| INFINITE LEARNING | ||||||||
| 214 MAIN ST | EL SEGUNDO | CA | 90245 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS INC | ||||||||
| 15 LENOX ST | SPRINGFIELD | MA | 01108 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS | ||||||||
| 1500 MAIN ST STE 217 | SPRINGFIELD | MA | 011151000 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| JUPITER MEDICAL CENTER FOUNDATION INC | ||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 334587205 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| LINK TO LIBRARIES INC | ||||||||
| 35 BLUEGRASS DR | E LONGMEADOW | MA | 010282798 | N/A | PC | PROGRAM SUPPORT | $7,000 | |
| LOWELLS MARITIME FOUNDATION | ||||||||
| 459 MAIN ST | AMESBURY | MA | 01913 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MAGNOLIA ELEMENTARY PTA | ||||||||
| 1905 MAGNOLIA AVE | CARLSBAD | CA | 92008 | N/A | PC | PROGRAM SUPPORT | $9,300 | |
| MARTIN LUTHER KING JR FAMILY SERVICES INC | ||||||||
| 106 WILBRAHAM RD | SPRINGFIELD | MA | 01109 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| MARY HITCHCOCK MEMORIAL HOSPITAL | ||||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MASS MENTORING PARTNERSHIP INC | ||||||||
| 75 KNEELAND STREET 11TH FLOOR | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC | ||||||||
| 45 FRANKLIN ST | BOSTON | MA | 021103678 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| MITS INC | ||||||||
| 1354 HANCOCK ST SUITE 302 | QUINCY | MA | 02169 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| MOUNT WASHINGTON VALLEY CHORAL SOCIETY | ||||||||
| PO BOX 5002 PMB 207 | NORTH CONWAY | NH | 038605002 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE OF CT AND WESTERN MA INC | ||||||||
| 820A PROSPECT | HILL ROADWINDSOR | CT | 06095 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| NEW ENGLAND WILD FLOWER SOCIETY | ||||||||
| 180 HEMENWAY RD | FRAMINGHAM | MA | 017012636 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| NORTHAMPTON COMMUNITY MUSIC CENTER INC | ||||||||
| 139 SOUTH ST | NORTHAMPTON | MA | 010604017 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| NORTHAMPTON SURVIVAL CENTER INC | ||||||||
| 265 PROSPECT ST | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| NORTHEAST CENTER FOR YOUTH AND FAMILIES INC | ||||||||
| 203 EAST ST | EASTHAMPTON | MA | 010271234 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| NORTHWESTERN CHILDRENS ADVOCACY PROJECT INC | ||||||||
| PO BOX 1247 | EASTHAMPTON | MA | 01027 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| OPEN PANTRY COMMUNITY SERVICE INC | ||||||||
| 287 STATE ST PO BOX 5127 | SPRINGFIELD | MA | 011015127 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| PARTNERS FOR A HEALTHIER COMMUNITY INC | ||||||||
| PO BOX 4895 | SPRINGFIELD | MA | 011014895 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| PENINSULA ASSOCIATION FOR RETARDED CHILDREN & ADULTS FOUNDATION | ||||||||
| 800 AIRPORT BI STE 320 | BURLINGAME | CA | 94010 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| PHOENIX CHARTER ACADEMY FOUNDATION | ||||||||
| 59 NICHOLS ST | CHELSEA | MA | 021501225 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| PIONEER VALLEY BALLET GUILD | ||||||||
| 116 PLEASANT ST | EASTHAMPTON | MA | 010272752 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| PIONEER VALLEY REGIONAL VENTURES CENTER INC | ||||||||
| 60 CONGRESS STREET FLOOR 1 | SPRINGFIELD | MA | 011043419 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| PIONEER VALLEY RIVERFRONT CLUB INC | ||||||||
| PO BOX 60762 | LONGMEADOW | MA | 011160762 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION INC | ||||||||
| 115 KEATING DRIVE | BELLE CHASSE | LA | 70037 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| PRISON POLICY INITIATIVE INC | ||||||||
| 69 GARFIELD AVE FLOOR 1 | EASTHAMPTON | MA | 01027 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| READER TO READER INC | ||||||||
| 38 WOODSIDE AVE | AMHERST | MA | 010022525 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| REBUILDING TOGETHER SPRINGFIELD INC | ||||||||
| 1145 MAINT STREET | SPRINGIFELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY INC | ||||||||
| 1441 MAIN ST | SPRINGFIELD | MA | 011031406 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| RISE ABOVE FOUNDATION | ||||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| RIVER VALLEY COUNSELING CENTER INC | ||||||||
| 319 BEECH ST | HOLYOKE | MA | 010403925 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| ROCA INC | ||||||||
| 101 PARK ST | CHELSEA | MA | 021502771 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| SAFE PASSAGE INC | ||||||||
| 43 CENTER ST | NORTHAMPTON | MA | 010603004 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SANDWICH COMMUNITY SCHOOL INC | ||||||||
| 1164 BUNKER HILL ROAD | SOUTH TAMWORTH | NH | 038834170 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | ||||||||
| PO BOX 301155 | JAMAICA PLAN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| SEVENARS CONCERTS INC | ||||||||
| 30 E END AVE 3A | NEW YORK | NY | 100287053 | 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 STREET UNIT 2 | SOMERVILLE | MA | 02145 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SISTERS OF PROVIDENCE- MINISTRIES FOR THE NEEDY INC | ||||||||
| 51 HAMILTON ST | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| SOMERVILLE PUBLIC SCHOOLS | ||||||||
| 290 WASHINGTON STREET | SOMERVILLE | MA | 02413 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SPIRIT OF SPRINGFIELD INC | ||||||||
| 1350 MAIN STREET SUITE 1005 | SPRINGFIELD | MA | 011032066 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| SPRINGFIELD COLLEGE | ||||||||
| 263 ALDEN ST | SPRINGFIELD | MA | 011093761 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| SPRINGFIELD DAY NURSERY CORPORATION | ||||||||
| 1 FEDERAL STREET BUILDING 1 | SPRINGFIELD | MA | 01105 | N/A | PC | PROGRAM SUPPORT | $14,000 | |
| SPRINGFIELD JEWISH COMMUNITY CENTER INC | ||||||||
| 1160 DICKINSON ST | SPRINGFIELD | MA | 011083122 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| SPRINGFIELD MUSEUMS CORPORATION | ||||||||
| 21 EDWARDS STREET | SPRINGFIELD | MA | 011031733 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| SPRINGFIELD PUBLIC FORUM INC | ||||||||
| PO BOX 5374 | SPRINGFIELD | MA | 011015374 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SPRINGFIELD V A C A INC | ||||||||
| 433 BELMONT AVE | SPRINGFIELD | MA | 011081750 | N/A | PC | PROGRAM SUPPORT | $20,000 | |
| ST MATTHEWS CATHOLIC SCHOOL | ||||||||
| 910 S EL CAMINO REAL | SAN MATEO | CA | 944022312 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| STAND FOR CHILDREN LEADERSHIP CENTER | ||||||||
| 38 CHAUNCY ST SUITE 700 | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $12,000 | |
| STANLEY PARK OF WESTFIELD INC | ||||||||
| 400 WESTERN AVE | WESTFIELD | MA | 010852521 | N/A | PC | PROGRAM SUPPORT | $858,256 | |
| THE BUSCH WILDLIFE SANCTIARY INC | ||||||||
| 2500 JUPITER PARK DR | JUPITER | FL | 33458 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| THE DECK HOUSE SCHOOL INC | ||||||||
| PO BOX 367 124 DECKHOUSE ROAD | EDGECOMB | ME | 04556 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| THE LITERACY PROJECT INC | ||||||||
| 15 BANK ROW ST | GREENFIELD | MA | 013013511 | N/A | PC | PROGRAM SUPPORT | $9,500 | |
| THE NORTHAMPTON ACADEMY OF MUSIC INC | ||||||||
| 274 MAIN ST | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| THE PERFORMANCE PROJECT INC | ||||||||
| PO BOX 1173 | NORTHAMPTON | MA | 010611173 | N/A | PC | PROGRAM SUPPORT | $8,500 | |
| THIRD SECTOR NEW ENGLAND INC | ||||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 021112679 | N/A | PC | PROGRAM SUPPORT | $55,000 | |
| TREEHOUSE FOUNDATION INC | ||||||||
| 1 TREEHOUSE CIREAST | HAMPTON | MA | 010272175 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| 572 ESSEX ST | BEVERLY | MA | 019151530 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 80 GEORGE ST RM 236 | MEDFORD | MA | 02155 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| TRUSTEES OF WESTMINSTER SCHOOL INC | ||||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 060701812 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| TULANE UNIVERSITY | ||||||||
| SUITE 1000 1555 PYDRAS STREET | NEW ORLEANS | LA | 70112 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| U S S MASS MEMORIAL COMMITTEE INC | ||||||||
| 5 BATTLESHIP COVE | FALL RIVER | MA | 027210000 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| VALLEY TECHNOLOGY OUTREACH INC | ||||||||
| 1391 MAIN ST 9TH FL | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $30,000 | |
| VERMONT WORKS FOR WOMEN INC | ||||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| VOLUNTEERS IN PUBLIC SCHOOL OF WESTFIELD INC | ||||||||
| 59 COURT STREET | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| WESTFIELD ON WEEKENDS INC | ||||||||
| 59 COURT STREET | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| WGBH EDUCATIONAL FOUNDATION FBO WGBYTV CHANNEL 57 | ||||||||
| 44 HAMPDEN ST | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| WILLIE ROSS SCHOOL FOR THE DEAF INC | ||||||||
| 32 NORWAY AVE | LONGMEADOW | MA | 011063109 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| YOUNG AT HEART CHORUS INCORPORATED | ||||||||
| 28 N MAPLE ST | FLORENCE | MA | 010621500 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,576,756 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,676,147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,324,321 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,000,471 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,000,471 | 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 | $47,742 | Amt |
| Net Investment Income | $23,871 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,744 | 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 | $6,918,152 | EOYBookValueAmt |
| EOYFMV | $6,918,152 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - CORPORATE STOCK | StockNm |
| EOY Book Value | $31,271,913 | EOYBookValueAmt |
| EOYFMV | $31,271,913 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,620,406 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,620,406 | 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 | $11,814,655 | BookValueAmt |
| EOYFMV | $11,814,655 | 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 | $11,307 | $2,594 | $2,594 |
| 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 | $11,934 | LegalFeesAmt |
| Net Investment Income | $5,967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,982 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $44,673 | $77,330 | $77,330 |
| PREPAID FEDERAL EXCISE TAX | $22,000 | $28,500 | $28,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED NET LOSS ON INVESTMENTS | Desc |
| Amt | $2,908,947 | 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 | $11,472 | $2,375 | $9,090 |
| POSTAGE AND FREIGHT | $720 | $150 | $570 |
| WEBSITE EXPENSE | $3,425 | $0 | $3,425 |
| TELEPHONE | $7,158 | $1,489 | $5,650 |
| MEMBERSHIPS, DUES, & SUBSCRIPTIONS | $7,126 | $1,482 | $5,644 |
| INSURANCE | $3,271 | $680 | $2,591 |
| PAYROLL PROCESSING FEES | $1,504 | $0 | $1,504 |
| SOFTWARE EXPENSE | $538 | $112 | $426 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX ADJUSTMENT | Desc |
| Amt | $29,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $76,250 | BOYBookValueAmt |
| EOY Book Value | $47,250 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $4,129 | $2,065 | $1,781 |
| INVESTMENT MANAGEMENT FEES | $402,583 | $402,583 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENTS | $43,058 | $43,058 | $0 |
| FEDERAL EXCISE TAXES | $54,500 | $0 | $0 |
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