BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201331299349101308
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T11:51:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042442519 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311698286 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEVERIDGE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BEVE | NameControl |
| Phone | 8002299667 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WARD CASWELL | Name |
| Title | PRESIDENT | Title |
| Phone | 8002299667 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFONSO PERILLO | Name |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | Phone |
| Date Prepared | 2013-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 51348246 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1711673 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1711673 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1212863 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 24310543 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1212863 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2924539 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2924539 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 173526 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 36090 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 137436 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 9342 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 1962 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 7380 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 10963 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 5482 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 7006 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 51244 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 25622 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 27891 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 370428 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 356358 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 11031 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 98662 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 47855 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 5016 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 40078 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 8335 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 31743 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 32369 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5297 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 27670 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 791628 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 487001 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 250157 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1734534 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1734534 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2526162 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 487001 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1984691 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 398377 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2437538 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 9990 | CashBOY |
| Cash EOY | 28867 | CashEOY |
| Cash EOYFMV | 28867 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1187194 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1380266 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1380266 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 16711 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 571 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 571 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 4066731 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 4062008 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 4062008 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 25674880 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 27456316 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 27456316 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 4720231 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 4134728 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4134728 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 12327521 | InvestmentsOtherBOY |
| Investments Other EOY | 14234497 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 14234497 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 84661 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 79840 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 6260 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 4821 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 4821 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 78763 | OtherAssetsBOY |
| Other Assets EOY | 46172 | OtherAssetsEOY |
| Other Assets EOYFMV | 46172 | OtherAssetsEOYFMV |
| Total Assets BOY | 48088281 | TotalAssetsBOY |
| Total Assets EOY | 51348246 | TotalAssetsEOY |
| Total Assets EOYFMV | 51348246 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 35081 | AccountsPayableBOY |
| Accounts Payable EOY | 43574 | AccountsPayableEOY |
| Total Liabilities BOY | 35081 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43574 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 33053200 | UnrestrictedBOY |
| Unrestricted EOY | 36304672 | UnrestrictedEOY |
| Permanently Restricted BOY | 15000000 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 15000000 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 48053200 | TotalNetAssetsBOY |
| Total Net Assets EOY | 51304672 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 48088281 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 51348246 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 48053200 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 398377 | ExcessOfRevenueOverExpenses |
| Other Increases | 2853095 | OtherIncreases |
| Subtotal | 51304672 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 51304672 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALE OF PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 24310543 | GrossSalesPrice |
| Cost Or Other Basis | 23097680 | CostOrOtherBasis |
| Gain Or Loss | 1212863 | GainOrLoss |
| Gains Minus Excess Or Losses | 1212863 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1212863 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2297903 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 49989663 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045968 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2119079 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 47454243 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044655 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1852669 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 42710067 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043378 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1597914 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 29287003 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054561 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2378144 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 54686554 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043487 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.232049 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046410 | AverageDistributionRatio |
| Net Noncharitable Assets | 49793996 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2310939 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 24375 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2335314 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1988268 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 48751 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 48751 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 48751 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 40404 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 40404 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 26 | PenaltyForUnderpayment |
| Tax Due | 8373 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.BEVERIDGE.ORG | WebsiteAddress |
| Books In Care Of Person Name | GMA FOUNDATIONS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6174267080 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WARD S CASWELL | ||||||||
| 19 HOMESTEAD PARK | NEEDHAM | MA | 02494 | PRESIDENT | 40.00 | 173526 | 0 | 0 |
| PHILIP CASWELL | ||||||||
| 3902 N LONGVIEW DR | JUPITER | FL | 33477 | VICE PRESIDENT | 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 | 0.50 | 0 | 0 | 0 |
| ALFRED L GRIGGS | ||||||||
| 9 BARRETT PLACE | NORTHAMPTON | MA | 01060 | ASST. CLERK | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS | |||||
| 11988 EL CAMINO REAL 600 | SAN DIEGO | CA | 92130 | INVESTMENT MANAGEMENT | 86980 |
| PACIFIC INVESTMENT MGMT COMPANY LLC (PIMCO) | |||||
| 840 NEWPORT CENTER DRIVE 100 | NEWPORT BEACH | CA | 92660 | INVESTMENT MANAGEMENT | 79348 |
| NFJ INVESTMENT GROUP LLC | |||||
| 1633 BROADWAY | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT | 58950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 48587199 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1965081 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 50552280 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 50552280 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 758284 | CashDeemedCharitable |
| Net Noncharitable Assets | 49793996 | NetNoncharitableAssets |
| Minimum Investment Return | 2489700 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2489700 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 48751 | TaxBasedOnInvestmentIncome |
| Total Tax | 48751 | TotalTax |
| Distributable Amount Before Adj | 2440949 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2440949 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2440949 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1984691 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 3577 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 1988268 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1988268 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2440949 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 428963 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 129517 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 558480 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1988268 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1988268 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 452681 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 452681 | ExcessDistriCyovAppliedCY |
| Total Corpus | 105799 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 105799 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 105799 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WARD CASWELL | RecipientName |
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 Number | 8002299667 | RecipientPhoneNumber |
| Recipient Email Address | WARD@CASWELL.ORG | RecipientEmailAddress |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGUST 1 OF EACH YEAR. | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (85 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| AMERICAN RED CROSS PIONEER VALLEY CHAPTER | |||||||
| 506 COTTAGE STREET | SPRINGFIELD | MA | 01104 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET | WASHINGTON | DC | 20006 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | |||||||
| 4300 WILSON BLVD 300 | ARLINGTON | VA | 22203 | N/A | 509(A) | PROGRAM SUPPORT | $250 |
| BABY BASICS INC | |||||||
| 47 BEAUFORT AVENUE | NEEDHAM | MA | 02492 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| BALDWIN-WALLACE COLLEGE | |||||||
| 275 EASTLAND ROAD | BEREA | OH | 44017 | N/A | COLLEGE | PROGRAM SUPPORT | $5,000 |
| BAY PATH COLLEGE | |||||||
| 588 LONGMEADOW STREET | LONGMEADOW | MA | 01106 | N/A | COLLEGE | PROGRAM SUPPORT | $30,000 |
| BAYSTATE HEALTH FOUNDATION | |||||||
| 280 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | N/A | 509(A) | PROGRAM SUPPORT | $50,000 |
| BERKSHIRE HILLS MUSIC ACADEMY | |||||||
| 48 WOODBRIDGE STREET | SOUTH HADLEY | MA | 01075 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY | |||||||
| 101 STATE STREET SUITE 601 | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 247 EXCHANGE STREET | CHICOPEE | MA | 01013 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 |
| BOYS & GIRLS CLUB FAMILY CENTER INC | |||||||
| 100 ACORN STREET | SPRINGFIELD | MA | 01109 | N/A | 509(A) | PROGRAM SUPPORT | $15,000 |
| CANCER CONNECTION INC | |||||||
| 41 LOCUST STREET | NORTHAMPTON | MA | 01062 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| CARLSBAD EDUCATIONAL FOUNDATION | |||||||
| 5631 PALMER WAY STE L | CARLSBAD | CA | 92010 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| CARLSBAD YOUTH BASEBALL | |||||||
| PO BOX 4475 | CARLSBAD | CA | 92018 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| CENTER FOR HUMAN DEVELOPMENT | |||||||
| 332 BIRNIE AVENUE | SPRINGFIELD | MA | 01107 | N/A | 509(A) | PROGRAM SUPPORT | $12,000 |
| CENTER FOR NEW AMERICANS INC | |||||||
| 42 GOTHIC STREET | NORTHAMPTON | MA | 01060 | N/A | 509(A) | PROGRAM SUPPORT | $25,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| CHOATE ROSEMARY HALL FOUNDATION | |||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| CITIZENS' SCHOLARSHIP FOUNDATION OF WESTFIELD | |||||||
| PO BOX 382 | WESTFIELD | MA | 01086 | N/A | 509(A) | PROGRAM SUPPORT | $13,000 |
| CLARKE SCHOOL FOR THE DEAF | |||||||
| 47 ROUND HILL ROAD | NORTHAMPTON | MA | 01060 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| COLLEGE OF OUR LADY OF THE ELMS | |||||||
| 291 SPRINGFIELD STREET | CHICOPEE | MA | 01013 | N/A | COLLEGE | PROGRAM SUPPORT | $35,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| PO BOX 15769 | SPRINGFIELD | MA | 01115 | N/A | 509(A) | PROGRAM SUPPORT | $60,500 |
| COMMUNITY IN SUSTAINING AGRICULTURE | |||||||
| 1 SUGARLOAF STREET 2ND FLR | S DEERFIELD | MA | 01373 | N/A | 509(A) | PROGRAM SUPPORT | $12,000 |
| CONGREGATIONAL CHURCH OF NEEDHAM | |||||||
| 1154 GREAT PLAIN AVENUE | NEEDHAM | MA | 02492 | N/A | CHURCH | PROGRAM SUPPORT | $5,000 |
| DANA HALL SCHOOLS | |||||||
| PO BOX 9010 | WELLESLEY | MA | 02482 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| DOMUS INCORPORATED | |||||||
| 4 SCHOOL STREET | WESTFIELD | MA | 01085 | N/A | 509(A) | PROGRAM SUPPORT | $7,500 |
| DRAMA STUDIO INC | |||||||
| PO BOX 80892 | SPRINGFIELD | MA | 01138 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| DUNN SCHOOL | |||||||
| PO BOX 98 | LOS OLIVOS | CA | 93441 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| EL GRANADA ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION | |||||||
| PO BOX 2194 | EL GRANADA | CA | 94018 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| ENCHANTED CIRCLE INC | |||||||
| 4 OPEN SQUARE WAY 206 | HOLYOKE | MA | 01040 | N/A | 509(A) | PROGRAM SUPPORT | $2,880 |
| FIDELCO GUIDE DOG FOUNDATION | |||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 |
| FOUNDATION CENTER | |||||||
| 79 FIFTH AVENUE | NEW YORK | NY | 10003 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| GIRLS INCORPORATED OF HOLYOKE | |||||||
| 6 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | N/A | 509(A) | PROGRAM SUPPORT | $20,000 |
| GORDON SCHOOL | |||||||
| 45 MAXFIELD AVENUE | E PROVIDENCE | RI | 02914 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| GROUNDWORK SOMERVILLE INC | |||||||
| 21 POPERZI WAY | SOMERVILLE | MA | 02143 | N/A | 509(A) | PROGRAM SUPPORT | $2,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 104 MEMORIAL AVENUE | W SPRINGFIELD | MA | 01089 | N/A | 509(A) | PROGRAM SUPPORT | $25,000 |
| HOSPICE VOLUNTEERS OF WALDO COUNTY | |||||||
| PO BOX 772 | BELFAST | ME | 04915 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| INFINITE LEARNING | |||||||
| 214 MAIN STREET | EL SEGUNDO | CA | 90245 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| LINK TO LIBRARIES INC | |||||||
| 35 BLUEGRASS DRIVE | E LONGMEADOW | MA | 01028 | N/A | 509(A) | PROGRAM SUPPORT | $10,250 |
| MAGNOLIA ELEMENTARY PTC | |||||||
| 1905 MAGNOLIA AVENUE | CARLSBAD | CA | 92008 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| MARY HITCHCOCK MEMORIAL HOSPITAL | |||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | N/A | HOSPITAL | PROGRAM SUPPORT | $5,000 |
| MASS MENTORING PARTNERSHIP INC | |||||||
| 105 CHAUNCY STREET 300 | BOSTON | MA | 02111 | N/A | 509(A) | PROGRAM SUPPORT | $20,000 |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC | |||||||
| 45 FRANKLIN STRET | BOSTON | MA | 02110 | N/A | 509(A) | PROGRAM SUPPORT | $9,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN (MSPCC) | |||||||
| 99 SUMMER STREET | BOSTON | MA | 02110 | N/A | 509(A) | PROGRAM SUPPORT | $20,000 |
| MAYO FOUNDATION FOR MEDICAL EDUCATION & RESEARCH | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| NEEDHAM EDUCATION FOUNDATION | |||||||
| PO BOX 920145 | NEEDHAM | MA | 02492 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| OPEN PANTRY COMMUNITY SERVICE INC | |||||||
| PO BOX 5127 | SPRINGFIELD | MA | 01101 | N/A | 509(A) | PROGRAM SUPPORT | $15,000 |
| PARENT TEACHER ORGANIZATION OF THE NORTHAMPTON HIGH SCHOOL | |||||||
| 380 ELM STREET | NORTHAMPTON | MA | 01060 | N/A | 509(A) | PROGRAM SUPPORT | $1,000 |
| PARTNERS FOR COMMUNITY | |||||||
| 11 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| PENINSULA ASSOCIATION FOR RETARDED CHILDREN & ADULTS (PARCA) | |||||||
| 800 AIRPORT BLVD 320 | BURLINGAME | CA | 94010 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| PIONEER VALLEY REGIONAL VENTURES CENTER | |||||||
| 60 CONGRESS STREET FLOOR 1 | SPRINGFIELD | MA | 01104 | N/A | 509(A) | PROGRAM SUPPORT | $23,000 |
| PORTSMOUTH MULTI-PURPOSE SENIOR CENTER | |||||||
| PO BOX 202 | PORTSMOUTH | RI | 02871 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| RAISING A READER (RAR-MA INC) | |||||||
| 9B HAMILTON PLACE 3RD FLOOR | BOSTON | MA | 02108 | N/A | 509(A) | PROGRAM SUPPORT | $32,500 |
| REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY | |||||||
| 1441 MAIN STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $20,000 |
| ROCA INC | |||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | N/A | 509(A) | PROGRAM SUPPORT | $20,000 |
| SAFE PASSAGE INC | |||||||
| 43 CNETER STREET 304 | NORTHAMPTON | MA | 01060 | N/A | 509(A) | PROGRAM SUPPORT | $15,000 |
| SANDWICH COMMUNITY SCHOOL | |||||||
| PO BOX 352 | TAMWORTH | NH | 03886 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| SEAMEN'S CHURCH INSTITUTE OF NEWPORT RI | |||||||
| 18 MARKET SQUARE | NEWPORT | RI | 02840 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| SERVICENET INC | |||||||
| 1314 DEKALB STREET | NORRISTOWN | PA | 19401 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 |
| SEVENARS CONCERT INC | |||||||
| 30 E END AVE STE 3A | NEW YORK | NY | 10028 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| SPRINGFIELD BOYS CLUB | |||||||
| 481 CAREW STREET | SPRINGFIELD | MA | 01104 | N/A | 509(A) | PROGRAM SUPPORT | $35,000 |
| SPRINGFIELD DAY NURSERY | |||||||
| 947 MAIN STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 |
| SPRINGFIELD MUSEUM | |||||||
| 21 EDWARDS STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| SPRINGFIELD VIETNAMESE AMERICAN CIVIC ASSOCIATION INC | |||||||
| 433 BELMONT AVENUE | SPRINGFIELD | MA | 01108 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| ST GEORGE'S CENTER INC | |||||||
| 21 W 22ND STREET | RIVIERA BEACH | FL | 33404 | N/A | CHURCH | PROGRAM SUPPORT | $5,000 |
| ST MATTHEWS CATHOLIC SCHOOL | |||||||
| 910 S EL CAMINO REAL | SAN MATEO | CA | 94402 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| STANLEY PARK | |||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01085 | N/A | 509(A) | PROGRAM SUPPORT | $849,154 |
| STAVROS CENTER FOR INDEPENDENT LIVING | |||||||
| 210 OLD FARM ROAD | AMHEARST | MA | 01002 | N/A | 509(A) | PROGRAM SUPPORT | $6,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| PO BOX 160 | HATFIELD | MA | 01038 | N/A | 509(A) | PROGRAM SUPPORT | $30,000 |
| THE PERFORMANCE PROJECT INC | |||||||
| PO BOX 1173 | NORTHAMPTON | MA | 01060 | N/A | 509(A) | PROGRAM SUPPORT | $2,500 |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | 509(A) | PROGRAM SUPPORT | $15,000 |
| THE TRUSTEES OF SMITH COLLEGE | |||||||
| COLLEGE HALL 204 10 ELM STREET | NORTHAMPTON | MA | 01063 | N/A | COLLEGE | PROGRAM SUPPORT | $5,000 |
| TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIRCLE | EAST HAMPTON | MA | 01027 | N/A | 509(A) | PROGRAM SUPPORT | $15,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE STREET RM 236 | MEDFORD | MA | 02155 | N/A | COLLEGE | PROGRAM SUPPORT | $5,000 |
| TRUSTEES OF WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| TWO STATE YOUNG MEN'S CHRISTIAN ASSOCIATION | |||||||
| 748 HAMILTON ROAD | BECKET | MA | 01223 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 |
| USS MASSACHUSETTS MEMORIAL COMMITTEE INC | |||||||
| 5 BATTLESHIP COVE | FALL RIVER | MA | 02721 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| VALLEY RADIO READING SERVICE | |||||||
| 1 FEDERAL STREET BLDG 104-2R STE 2 | SPRINGFIELD | MA | 01105 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| WESTERN NEW ENGLAND UNIVERSITY | |||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | N/A | UNIVERSITY | PROGRAM SUPPORT | $5,000 |
| WESTFIELD ON WEEKENDS INC | |||||||
| PO BOX 154 | WESTFIELD | MA | 01086 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| WFCR FOUNDATION INC | |||||||
| 131 COUNTY CIRCLE | AMHERST | MA | 01003 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 |
| WGBY | |||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $1,000 |
| WILLIE ROSS SCHOOL FOR THE DEAF INC | |||||||
| 32 NORWAY AVENUE | LONGMEADOW | MA | 01106 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1734534 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,711,673 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,212,863 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,924,539 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2924539 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $51,244 | Amount |
| Net Investment Income | 25622 | NetInvestmentIncome |
| Disbursements Charitable Prps | 27891 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | UBS - FIXED INCOME SECURITIES | NameOfBond |
| EOY Book Value | 4134728 | EOYBookValue |
| EOYFMV | 4134728 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | UBS - CORPORATE STOCK | NameOfStock |
| EOY Book Value | 27456316 | EOYBookValue |
| EOYFMV | 27456316 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 4062008 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 4062008 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS - FIXED INCOME MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 14234497 | BookValue |
| EOYFMV | 14234497 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | 78997 | 74176 | 4821 | 4821 |
| OFFICE EQUIPMENT | 5664 | 5664 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $10,963 | Amount |
| Net Investment Income | 5482 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7006 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME/DIVIDEND RECEIVABLE | Description |
| BOY Book Value | 78763 | BOYBookValue |
| EOY Book Value | 46172 | EOYBookValue |
| EOYFMV | 46172 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSE | 6061 | 1260 | 5399 |
| POSTAGE AND FREIGHT | 924 | 192 | 732 |
| WEBSITE EXPENSE | 7373 | 0 | 7373 |
| TELEPHONE | 7109 | 1479 | 5630 |
| MEMBERSHIPS, DUES, & SUBSCRIPTIONS | 5761 | 1198 | 4563 |
| INSURANCE | 2310 | 480 | 1830 |
| PAYROLL PROCESSING FEES | 1400 | 0 | 1400 |
| SOFTWARE EXPENSE | 938 | 195 | 743 |
| BANK CHARGES | 493 | 493 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED NET GAIN ON INVESTMENTS | Description |
| Amount | $2,853,095 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $28,141 | 14071 | 11031 |
| INVESTMENT MANAGEMENT FEES | $342,287 | 342287 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENTS | $47,855 | 47855 | 0 |
| FEDERAL EXCISE TAXES | $50,807 | 0 | 0 |
Comments