2015-05-06T14:38:26-05:00 2014-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2014-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION INC BEVE 8002299667 3 UPLAND LANE WEST NEWBURY MA 01985 WARD CASWELL PRESIDENT 8002299667 2015-05-06 1 ALFONSO PERILLO P00950491 6172276161 2015-05-06 2014 2016-04-25 22:37:26Z X X 57121438 X X 3 3 1676147 1676147 4324321 39714429 4324321 6000471 6000471 166000 34528 131472 42113 8758 33355 11934 5967 5982 47742 23871 22744 406712 404648 1781 97558 43058 0 945 0 49040 10199 38841 4405 916 3489 35214 6288 28900 861663 538233 266564 2576756 2576756 3438419 538233 2843320 2562052 5462238 25494 49208 49208 1476622 2337280 2337280 1400 1400 4859585 4620406 4620406 32952563 31271913 31271913 2951146 6918152 6918152 15125919 11814655 11814655 16437 13843 3539 2594 2594 66673 105830 105830 57461541 57121438 57121438 31936 38728 76250 47250 108186 85978 X 42353355 42035460 15000000 15000000 57353355 57035460 57461541 57121438 57353355 2562052 29000 59944407 2908947 57035460 SALE OF PUBLICLY TRADED SECURITIES 39714429 35390108 4324321 4324321 4324321 0 2474182 53653790 0.046114 1988268 49793996 0.039930 2297903 49989663 0.045968 2119079 47454243 0.044655 1852669 42710067 0.043378 0.220045 0.044009 57245843 2519332 54622 2573954 2843320 X 54622 0 54622 0 54622 82967 82967 X 28345 28345 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 166000 32038 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 114431 NFJ INVESTMENT GROUP LLC 1633 BROADWAY NEW YORK NY 10019 INVESTMENT MANAGEMENT 73296 PACIFIC INVESTMENT MGMT COMPANY LLC (PIMCO) 840 NEWPORT CENTER DRIVE 100 NEWPORT BEACH CA 92660 INVESTMENT MANAGEMENT 72531 0 0 55856425 2261182 0 58117607 0 0 58117607 871764 57245843 2862292 2862292 54622 54622 2807670 0 2807670 0 2807670 2843320 0 2843320 54622 2788698 2807670 24443 0 0 2843320 24443 0 0 2807670 11207 0 0 11207 0 0 0 0 0 0 0 11207 11207 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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