BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-23
- IRS object ID
- 201411139349100416
- Schema version
- 2013v3.0
- 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 Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-23T12:45:20-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 19 HOMESTEAD PARK | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02494 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD CASWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002299667 | PhoneNum |
| Signature | 2014-04-18 | 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 | 2014-04-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,461,541 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100 | ContriRcvdRevAndExpnssAmt |
| 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 | $1,845,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,845,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,559,748 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,419,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,559,748 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,405,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,405,666 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $161,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,485 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,512 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,907 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,507 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,399 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,085 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,542 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,453 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,076 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,538 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,017 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $363,734 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $360,141 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,584 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $161,431 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,304 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,281 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $42,222 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,781 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,441 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,069 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $857,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $492,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $251,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,261,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,261,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,118,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $492,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,513,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,286,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,913,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,867 | CashBOYAmt |
| Cash EOY | $25,494 | CashEOYAmt |
| Cash EOYFMV | $25,494 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,380,266 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,476,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,476,622 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $571 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $4,062,008 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,859,585 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,859,585 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,456,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,952,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,952,563 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,134,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,951,146 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,951,146 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,234,497 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,125,919 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,125,919 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $78,613 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,074 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,821 | LandBOYAmt |
| Land EOY | $3,539 | LandEOYAmt |
| Land EOYFMV | $3,539 | LandEOYFMVAmt |
| Other Assets BOY | $46,172 | OtherAssetsBOYAmt |
| Other Assets EOY | $66,673 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $66,673 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $51,348,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,461,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,461,541 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,574 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $31,936 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $76,250 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $43,574 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $108,186 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $36,304,672 | UnrestrictedBOYAmt |
| Unrestricted EOY | $42,353,355 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $15,000,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $15,000,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,304,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,353,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,348,246 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,461,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,304,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,286,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,761,888 | OtherIncreasesAmt |
| Subtotal | $57,353,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,353,355 | 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 | $19,419,901 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,860,153 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,559,748 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,559,748 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,559,748 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,988,268 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,793,996 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039930 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,297,903 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,989,663 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045968 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,119,079 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,454,243 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044655 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,852,669 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,710,067 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043378 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,597,914 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,287,003 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054561 | DistributionYr5Rt |
| Total Distribution | 0.228492 | TotalDistributionRt |
| Average Distribution | 0.045698 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $53,653,790 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,451,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,491,004 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,513,315 | 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 | $39,133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $61,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $21,967 | OverpaymentAmt |
| Applied To ES Tax | $21,967 | 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| 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 (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARD S CASWELL | ||||||||
| 19 HOMESTEAD PARK | NEEDHAM | MA | 02494 | PRESIDENT/DIRECTOR | 40.00 | $161,000 | $31,073 | $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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS | |||||
| 11988 EL CAMINO REAL 600 | SAN DIEGO | CA | 92130 | INVESTMENT MANAGEMENT | $96,599 |
| PACIFIC INVESTMENT MGMT COMPANY LLC (PIMCO) | |||||
| 840 NEWPORT CENTER DRIVE 100 | NEWPORT BEACH | CA | 92660 | INVESTMENT MANAGEMENT | $72,116 |
| NFJ INVESTMENT GROUP LLC | |||||
| 1633 BROADWAY | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT | $64,946 |
| 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 | $52,804,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,666,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,470,853 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,470,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $817,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,653,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,682,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,682,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,133 | TotalTaxAmt |
| Distributable Before Adj | $2,643,557 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,643,557 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,643,557 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,513,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,513,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,133 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,474,182 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,643,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $105,799 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $105,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,513,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,513,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $105,799 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $105,799 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $24,443 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | 19 HOMESTEAD PARK | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02494 | ZIPCode |
| 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; BOCA RATON, FL; ORANGE COUNTY, CA; NEW HAMPSHIRE & RHODE ISLAND. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION CENTERED TUTORING SERVICES INC | |||||||
| 35 CHESTNUT ST | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| AMERICAN RED CROSS PIONEER VALLEY CHAPTER | |||||||
| 506 COTTAGE STREET | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| AMERICAN RED CROSS WESTFIELD MA CHAPTER | |||||||
| PO BOX 1324 | WESTFIELD | MA | 01086 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $6,000 |
| ASSOCIATION FOR COMMUNITY LIVING INC | |||||||
| 220 BROOKDALE DRIVE | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| BABY BASICS INC | |||||||
| 47 BEAUFORT AVENUE | NEEDHAM | MA | 02492 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BAY PATH COLLEGE | |||||||
| 588 LONGMEADOW STREET | LONGMEADOW | MA | 01106 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| BAYSTATE MEDICAL CENTER | |||||||
| 759 CHESTNUT ST | SPRINGFIELD | MA | 01199 | N/A | PC | PROGRAM SUPPORT | $4,000 |
| BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY | |||||||
| 101 STATE STREET SUITE 601 | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1 ARCH ROAD SUITE 5 | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $1,750 |
| 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 | 92018 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CARLSBAD YOUTH BASEBALL | |||||||
| PO BOX 4475 | CARLSBAD | CA | 92018 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CENTER FOR ECOLOGICAL TECHNOLOGY | |||||||
| 112 ELM STREET | PITTSFIELD | MA | 01201 | N/A | PC | PROGRAM SUPPORT | $34,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHESAPEAKE REGIONAL ACCESSIBLE BOATING | |||||||
| PO BOX 656 | ANNAPOLIS | MD | 21403 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHILDRENS CHORUS OF SPRINGFIELD | |||||||
| 361 SUMNER AVE | SPRINGFIELD | MA | 01108 | N/A | PC | PROGRAM SUPPORT | $13,000 |
| CHOATE ROSEMARY HALL FOUNDATION | |||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHOPIN FOUNDATION OF THE UNITED STATES | |||||||
| 1440-79TH ST CAUSEWAY 117 | MIAMI | FL | 33141 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CLARKE SCHOOL FOR THE DEAF | |||||||
| 47 ROUND HILL ROAD | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| COMMUNITY EDUCATION PROJECT | |||||||
| 317 MAIN ST | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| COMMUNITY FOUNDATION OF WESTERN MASS | |||||||
| 1500 MAIN ST | SPRINGFIELD | MA | 01115 | N/A | PC | PROGRAM SUPPORT | $210,000 |
| COMMUNITY IN SUSTAINING AGRICULTURE | |||||||
| 1 SUGARLOAF STREET 2ND FLR | S DEERFIELD | MA | 01373 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COMMUNITY MUSIC SCHOOL OF SPRINGFIELD | |||||||
| 127 STATE STREET | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COMMUNITY UNITED WAY OF PIONEER VALLEY | |||||||
| 1441 MAIN ST | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| CONGREGATIONAL CHURCH OF NEEDHAM | |||||||
| 1154 GREAT PLAIN AVENUE | NEEDHAM | MA | 02492 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| DOMUS INCORPORATED | |||||||
| 4 SCHOOL STREET | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $13,000 |
| 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 | $5,000 |
| DYSLEXIA TUTORING PROGRAM | |||||||
| 711 W 40TH ST STE 310 | BALTIMORE | MD | 21211 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FIDELCO GUIDE DOG FOUNDATION | |||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| FLORRENCE CRITTENTON SERVICES OF COLORADO | |||||||
| 55 S ZUNI ST | DENVER | CO | 80223 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FOREST PARK ZOOLOGICAL SOCIETY | |||||||
| PO BOX 80295 | SPRINGFIELD | MA | 01138 | N/A | PC | PROGRAM SUPPORT | $16,000 |
| FOUNDATION CENTER | |||||||
| 79 FIFTH AVENUE | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FREEDOM WATERS INC | |||||||
| 895 10TH ST S SUITE 302-F | NAPLES | FL | 34102 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FREEDOM WRITERS | |||||||
| PO BOX 41505 | LONG BEACH | CA | 90853 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| FRIENDS OF CHILDREN INC | |||||||
| 245 RUSSELL ST | HADLEY | MA | 01036 | N/A | PC | PROGRAM SUPPORT | $22,000 |
| FRIENDS OF THE PAULO FREIRE SOCIAL JUSTICE CHARTER SCHOOL | |||||||
| PO BOX 1009 | HOLYOKE | MA | 01041 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| GIRLS INCORPORATED OF HOLYOKE | |||||||
| 6 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| GORDON SCHOOL | |||||||
| 45 MAXFIELD AVENUE | E PROVIDENCE | RI | 02914 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| 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 | 01107 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 104 MEMORIAL AVENUE | W SPRINGFIELD | MA | 01089 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HAP INC | |||||||
| 322 MAIN ST | SPRINGFIELD | MA | 01105 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HOLYOKE PUBLIC LIBRARY CORPORATION | |||||||
| 335 MAPLE STREET | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| HOLYOKE REACH OUT AND READ | |||||||
| 150 LOWER WESTFIELD ROAD | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| HOLYOKE YMCA INC | |||||||
| 171 PINE STREET | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| HUMAN DEVELOPMENT CORPORATION | |||||||
| 664 E CENTRAL AVE | EDGEWATER | MD | 21037 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| INFINITE LEARNING | |||||||
| 214 MAIN STREET | EL SEGUNDO | CA | 90245 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| JENNA DRUCK FOUNDATION | |||||||
| 2820 ROSSEVELT RD | SAN DIEGO | CA | 92106 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| JL CARES | |||||||
| 16823 CAPTAIN KIRLE DR | JUPITER | FL | 33477 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| LINK TO LIBRARIES INC | |||||||
| 35 BLUEGRASS DRIVE | E LONGMEADOW | MA | 01028 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| LOWELLS MARITIME FOUNDATION | |||||||
| 459 MAIN STREET | AMESBURY | MA | 01913 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MAGNOLIA ELEMENTARY PTC | |||||||
| 1905 MAGNOLIA AVENUE | CARLSBAD | CA | 92008 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MARY HITCHCOCK MEMORIAL | |||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MASS FOUNDATION FOR THE HUMANITIES | |||||||
| 66 BRIDGE STREET | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MITS | |||||||
| 1354 HANCOCK ST SUITE 302 | QUINCY | MA | 05109 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| MONSON PTA | |||||||
| 193 HIHGLAND AVE | LUDLOW | MA | 01056 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| MOUNT WASHINGTON VALLEY CHORAL SOCIETY | |||||||
| PO BOX 5002 PMB 207 | NORTH CONWAY | NH | 03860 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NEW ENGLAND PUBLIC RADIO FOUNDATION | |||||||
| 131 COUNTY CIR | AMHERST | MA | 01003 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| NORTH HALL ASSOCIATION OF NORWICH HILL | |||||||
| PO BOX 371 | HUNTINGTON | MA | 01050 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| OLD STURBRIDGE VILLAGE | |||||||
| 1 OLD STURBRIDGE VILLAGE ROAD | STURBRIDGE | MA | 01566 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ONE FUND BOSTON | |||||||
| 800 BOYLSTON ST | BOSTON | MA | 02199 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| OPERATION OUTREACH-USA INC | |||||||
| 360 WOODLAND STREET | HOLLISTON | MA | 01746 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| PAN MASS CHALLENGE | |||||||
| 77 FOURTH AVE | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $50 |
| PARTNERS FOR YOUTH WITH DISABILITIES | |||||||
| 95 BERKELEY ST STE 109 | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| PENINSULA ASSOCIATION FOR RETARDED CHILDREN & ADULTS FOUNDATION | |||||||
| 800 AIRPORT BLVD 320 | BURLINGAME | CA | 94010 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PIONEER VALLEY REGIONAL VENTURES CENTER | |||||||
| 60 CONGRESS STREET FLOOR 1 | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PIONEER VALLEY RIVERFRONT CLUB INC | |||||||
| PO BOX 60762 | LONGMEADOW | MA | 01116 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| PIONEER VALLEY SYMPHONY | |||||||
| 91 MAIN STREET | GREENFIELD | MA | 01301 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| PLANNED PARENTHOOD LEAGUE OF MA INC | |||||||
| 1055 COMMONWEATLH AVE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION | |||||||
| 115 KEATING DR | BELLE CHASSE | LA | 70037 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| RIVERSIDE INDUSTRIES INC | |||||||
| 1 COTTAGE STREET | EASTHAMPTON | MA | 01027 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| ROBERT F KENNEDY CHILDRENS ACTION CORPORATION | |||||||
| 11 BEACON ST | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| SANDWICH COMMUNITY SCHOOL | |||||||
| 1164 BUNKER HILL ROAD | SOUTH TAMWORTH | NH | 03883 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SEVENARS CONCERTS INC | |||||||
| 30 E END AVE STE 3A | NEW YORK | NY | 10028 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SOMVERILLE PUBLIC SCHOOLS | |||||||
| 42 CROSS STREET | SOMERVILLE | MA | 02145 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SOUTH END COMMUNITY CENTER | |||||||
| 64 MORRIS ST | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| SPRINGFIELD BOYS CLUB | |||||||
| 481 CAREW STREET | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| SPRINGFIELD DAY NURSERY | |||||||
| 1 FEDERAL STREET BLDG 104-2R STE 2 | SPRINGFIELD | MA | 01105 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SPRINGFIELD PERFORMING ARTS DEVELOPMENT CORPORATION | |||||||
| 1 COLUMBUS CENTER | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| SPRINGFIELD SYMPHONY ORCHESTRA | |||||||
| 75 MARKET PL | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $4,200 |
| SPRINGFIELD VACA INC | |||||||
| 433 BELMONT AVENUE | SPRINGFIELD | MA | 01108 | N/A | PC | PROGRAM SUPPORT | $17,880 |
| ST GEORGE'S CENTER INC | |||||||
| PO BOX 10584 | 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 | |||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $832,960 |
| STRAIGHT AHEAD MINISTRIES | |||||||
| 791 MAIN STREET | WORCHESTER | MA | 01610 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| TEAM JESSICA INC | |||||||
| 51 WEST STREET | BELCHERTOWNAMA | MA | 01007 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| TEAM NO FEAR | |||||||
| 1902 WRIGHT PLACE | CARLSBAD | CA | 92008 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| THE BUSH WILDLIFE SANCTUARY INC | |||||||
| 2500 JUPITER PARK DRIVE | JUPITER | FL | 33458 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE STREET RM 236 | MEDFORD | MA | 02155 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| USS MASS MEMORIAL COMMITTEE INC | |||||||
| 5 BATTLESHIP COVE | FALL RIVER | MA | 02721 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| VALLEY RADIO READING SERVICE | |||||||
| 44 HAMPDEN ST | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| VERMONT WORKS FOR WOMEN | |||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| WEST SPRINGFIELD PUBLIC LIBRARY | |||||||
| 200 PARK STREET | W SPRINGFIELD | MA | 01089 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| WESTERN MASS TRAIN CONSORTIUM | |||||||
| 187 HIGH ST | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 06070 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| YMCA OF GREATER SPRINGFIELD | |||||||
| 275 CHESTNUT ST STE 1 | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| YMCA OF GREATER WESTFIELD | |||||||
| 67 COURT STREET | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $27,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,261,840 | 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 | $1,845,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,559,748 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,405,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,405,666 | 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 | $45,076 | Amt |
| Net Investment Income | $22,538 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,017 | 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 | $2,951,146 | EOYBookValueAmt |
| EOYFMV | $2,951,146 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - CORPORATE STOCK | StockNm |
| EOY Book Value | $32,952,563 | EOYBookValueAmt |
| EOYFMV | $32,952,563 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,859,585 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,859,585 | 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 | $15,125,919 | BookValueAmt |
| EOYFMV | $15,125,919 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $72,949 | $69,410 | $3,539 | $3,539 |
| OFFICE EQUIPMENT | $5,664 | $5,664 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,085 | LegalFeesAmt |
| Net Investment Income | $5,542 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,453 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $46,172 | $44,673 | $44,673 |
| PREPAID FEDERAL EXCISE TAX | $22,000 | $22,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $6,522 | $1,357 | $5,237 |
| POSTAGE AND FREIGHT | $615 | $128 | $487 |
| WEBSITE EXPENSE | $6,188 | $0 | $6,188 |
| TELEPHONE | $6,773 | $1,409 | $5,045 |
| MEMBERSHIPS, DUES, & SUBSCRIPTIONS | $4,209 | $875 | $3,334 |
| INSURANCE | $3,271 | $680 | $2,591 |
| PAYROLL PROCESSING FEES | $1,501 | $0 | $1,501 |
| SOFTWARE EXPENSE | $866 | $180 | $686 |
| BANK CHARGES | $450 | $450 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED NET GAIN ON INVESTMENTS | Description |
| Amount | $4,761,888 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $76,250 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $7,185 | $3,592 | $3,584 |
| INVESTMENT MANAGEMENT FEES | $356,549 | $356,549 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENTS | $48,304 | $48,304 | $0 |
| FEDERAL EXCISE TAXES | $36,877 | $0 | $0 |
| DEFERRED FEDERAL EXCISE TAX | $76,250 | $0 | $0 |
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