2013-05-09T11:51:33-05:00 2012-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 021101772 990PF 2012-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION INC BEVE 8002299667 19 HOMESTEAD PARK NEEDHAM MA 02494 WARD CASWELL 8002299667 2013-05-06 1 ALFONSO PERILLO P00950491 6172276161 2013-05-01 2012 2016-02-24 21:20:13Z X 51348246 X X 3 3 1711673 1711673 1212863 24310543 1212863 2924539 2924539 173526 36090 137436 9342 1962 7380 10963 5482 7006 51244 25622 27891 370428 356358 11031 98662 47855 0 5016 0 40078 8335 31743 32369 5297 27670 791628 487001 250157 1734534 1734534 2526162 487001 1984691 398377 2437538 9990 28867 28867 1187194 1380266 1380266 16711 571 571 4066731 4062008 4062008 25674880 27456316 27456316 4720231 4134728 4134728 12327521 14234497 14234497 84661 79840 6260 4821 4821 78763 46172 46172 48088281 51348246 51348246 35081 43574 35081 43574 X 33053200 36304672 15000000 15000000 48053200 51304672 48088281 51348246 48053200 398377 2853095 51304672 0 51304672 SALE OF PUBLICLY TRADED SECURITIES 24310543 23097680 1212863 1212863 1212863 0 2297903 49989663 0.045968 2119079 47454243 0.044655 1852669 42710067 0.043378 1597914 29287003 0.054561 2378144 54686554 0.043487 0.232049 0.046410 49793996 2310939 24375 2335314 1988268 48751 0 48751 0 48751 40404 40404 X 26 8373 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 19 HOMESTEAD PARK NEEDHAM MA 02494 40.00 173526 0 0 PHILIP CASWELL 3902 N LONGVIEW DR JUPITER FL 33477 0.50 0 0 0 RUTH S DUPONT 409 GOLF COURSE COURT ARNOLD MD 21012 0.50 0 0 0 LEAH BEVERIDGE RICHARDSON 24 KNAPP STREET SOMERVILLE MA 02143 0.50 0 0 0 ALFRED L GRIGGS 9 BARRETT PLACE NORTHAMPTON MA 01060 0.50 0 0 0 CHRISTA PALMER BIGUE 507 AVENUE CARILLO HALF MOON BAY CA 94019 0.50 0 0 0 CAROL A LEARY PHD 896 LONGMEADOW STREET LONGMEADOW MA 01106 0.50 0 0 0 PETER WESTON 44 BUTTERNUT ROAD WESTFIELD MA 01085 0.50 0 0 0 JILLIAN L HICKERSON 629 SOUTH NEVADA STREET OCEANSIDE CA 92054 0.50 0 0 0 ELIZABETH S KIRKPATRICK 379 FELDSPAR ROAD BLACK HAWK CO 80422 0.50 0 0 0 IAN CAMPBELL PALMER 302 MAPLE LANE SEVERNA PARK MD 21146 0.50 0 0 0 JOSEPH BEVERIDGE PALMER 192 MIDDLE ROAD PO BOX 187 CENTER SANDWICH NH 03227 0.50 0 0 0 FREDERICK WILLIAM STECHER 3539 GUNDRY AVENUE LONG BEACH CA 90807 0.50 0 0 0 NONE 0 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 0 0 48587199 1965081 0 50552280 0 0 50552280 758284 49793996 2489700 2489700 48751 48751 2440949 0 2440949 0 2440949 1984691 0 3577 1988268 0 1988268 2440949 0 0 428963 129517 558480 1988268 0 0 0 1988268 0 452681 452681 105799 0 0 0 0 0 0 0 105799 105799 WARD CASWELL 19 HOMESTEAD PARK NEEDHAM MA 02494 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; BOCA RATON, FL; ORANGE COUNTY, CA; NEW HAMPSHIRE & RHODE ISLAND. AMERICAN CANCER SOCIETY 250 WILLIAMS STREET ATLANTA GA 30303 N/A 509(A) PROGRAM SUPPORT 5000 AMERICAN RED CROSS PIONEER VALLEY CHAPTER 506 COTTAGE STREET SPRINGFIELD MA 01104 N/A 509(A) PROGRAM SUPPORT 5000 AMERICAN RED CROSS 2025 E STREET WASHINGTON DC 20006 N/A 509(A) PROGRAM SUPPORT 10000 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 5000 BALDWIN-WALLACE COLLEGE 275 EASTLAND ROAD BEREA OH 44017 N/A COLLEGE PROGRAM SUPPORT 5000 BAY PATH COLLEGE 588 LONGMEADOW STREET LONGMEADOW MA 01106 N/A COLLEGE PROGRAM SUPPORT 30000 BAYSTATE HEALTH FOUNDATION 280 CHESTNUT STREET SPRINGFIELD MA 01199 N/A 509(A) PROGRAM SUPPORT 50000 BERKSHIRE HILLS MUSIC ACADEMY 48 WOODBRIDGE STREET SOUTH HADLEY MA 01075 N/A SCHOOL PROGRAM SUPPORT 5000 BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY 101 STATE STREET SUITE 601 SPRINGFIELD MA 01103 N/A 509(A) PROGRAM SUPPORT 5000 BOY SCOUTS OF AMERICA 247 EXCHANGE STREET CHICOPEE MA 01013 N/A 509(A) PROGRAM SUPPORT 10000 BOYS & GIRLS CLUB FAMILY CENTER INC 100 ACORN STREET SPRINGFIELD MA 01109 N/A 509(A) PROGRAM SUPPORT 15000 CANCER CONNECTION INC 41 LOCUST STREET NORTHAMPTON MA 01062 N/A 509(A) PROGRAM SUPPORT 5000 CARLSBAD EDUCATIONAL FOUNDATION 5631 PALMER WAY STE L CARLSBAD CA 92010 N/A 509(A) PROGRAM SUPPORT 5000 CARLSBAD YOUTH BASEBALL PO BOX 4475 CARLSBAD CA 92018 N/A 509(A) PROGRAM SUPPORT 5000 CENTER FOR HUMAN DEVELOPMENT 332 BIRNIE AVENUE SPRINGFIELD MA 01107 N/A 509(A) PROGRAM SUPPORT 12000 CENTER FOR NEW AMERICANS INC 42 GOTHIC STREET NORTHAMPTON MA 01060 N/A 509(A) PROGRAM SUPPORT 25000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 N/A 509(A) PROGRAM SUPPORT 5000 CHOATE ROSEMARY HALL FOUNDATION 333 CHRISTIAN STREET WALLINGFORD CT 06492 N/A SCHOOL PROGRAM SUPPORT 5000 CITIZENS' SCHOLARSHIP FOUNDATION OF WESTFIELD PO BOX 382 WESTFIELD MA 01086 N/A 509(A) PROGRAM SUPPORT 13000 CLARKE SCHOOL FOR THE DEAF 47 ROUND HILL ROAD NORTHAMPTON MA 01060 N/A SCHOOL PROGRAM SUPPORT 5000 COLLEGE OF OUR LADY OF THE ELMS 291 SPRINGFIELD STREET CHICOPEE MA 01013 N/A COLLEGE PROGRAM SUPPORT 35000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS PO BOX 15769 SPRINGFIELD MA 01115 N/A 509(A) PROGRAM SUPPORT 60500 COMMUNITY IN SUSTAINING AGRICULTURE 1 SUGARLOAF STREET 2ND FLR S DEERFIELD MA 01373 N/A 509(A) PROGRAM SUPPORT 12000 CONGREGATIONAL CHURCH OF NEEDHAM 1154 GREAT PLAIN AVENUE NEEDHAM MA 02492 N/A CHURCH PROGRAM SUPPORT 5000 DANA HALL SCHOOLS PO BOX 9010 WELLESLEY MA 02482 N/A SCHOOL PROGRAM SUPPORT 5000 DOMUS INCORPORATED 4 SCHOOL STREET WESTFIELD MA 01085 N/A 509(A) PROGRAM SUPPORT 7500 DRAMA STUDIO INC PO BOX 80892 SPRINGFIELD MA 01138 N/A 509(A) PROGRAM SUPPORT 5000 DUNN SCHOOL PO BOX 98 LOS OLIVOS CA 93441 N/A SCHOOL PROGRAM SUPPORT 5000 EL GRANADA ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION PO BOX 2194 EL GRANADA CA 94018 N/A SCHOOL PROGRAM SUPPORT 5000 ENCHANTED CIRCLE INC 4 OPEN SQUARE WAY 206 HOLYOKE MA 01040 N/A 509(A) PROGRAM SUPPORT 2880 FIDELCO GUIDE DOG FOUNDATION 103 VISION WAY BLOOMFIELD CT 06002 N/A 509(A) PROGRAM SUPPORT 10000 FOUNDATION CENTER 79 FIFTH AVENUE NEW YORK NY 10003 N/A 509(A) PROGRAM SUPPORT 5000 GIRLS INCORPORATED OF HOLYOKE 6 OPEN SQUARE WAY HOLYOKE MA 01040 N/A 509(A) PROGRAM SUPPORT 20000 GORDON SCHOOL 45 MAXFIELD AVENUE E PROVIDENCE RI 02914 N/A SCHOOL PROGRAM SUPPORT 5000 GROUNDWORK SOMERVILLE INC 21 POPERZI WAY SOMERVILLE MA 02143 N/A 509(A) PROGRAM SUPPORT 2000 HABITAT FOR HUMANITY INTERNATIONAL 104 MEMORIAL AVENUE W SPRINGFIELD MA 01089 N/A 509(A) PROGRAM SUPPORT 25000 HOSPICE VOLUNTEERS OF WALDO COUNTY PO BOX 772 BELFAST ME 04915 N/A 509(A) PROGRAM SUPPORT 5000 INFINITE LEARNING 214 MAIN STREET EL SEGUNDO CA 90245 N/A 509(A) PROGRAM SUPPORT 5000 LINK TO LIBRARIES INC 35 BLUEGRASS DRIVE E LONGMEADOW MA 01028 N/A 509(A) PROGRAM SUPPORT 10250 MAGNOLIA ELEMENTARY PTC 1905 MAGNOLIA AVENUE CARLSBAD CA 92008 N/A 509(A) PROGRAM SUPPORT 5000 MARY HITCHCOCK MEMORIAL HOSPITAL ONE MEDICAL CENTER DRIVE LEBANON NH 03756 N/A HOSPITAL PROGRAM SUPPORT 5000 MASS MENTORING PARTNERSHIP INC 105 CHAUNCY STREET 300 BOSTON MA 02111 N/A 509(A) PROGRAM SUPPORT 20000 MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC 45 FRANKLIN STRET BOSTON MA 02110 N/A 509(A) PROGRAM SUPPORT 9000 MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN (MSPCC) 99 SUMMER STREET BOSTON MA 02110 N/A 509(A) PROGRAM SUPPORT 20000 MAYO FOUNDATION FOR MEDICAL EDUCATION & RESEARCH 200 FIRST STREET SW ROCHESTER MN 55905 N/A 509(A) PROGRAM SUPPORT 5000 NEEDHAM EDUCATION FOUNDATION PO BOX 920145 NEEDHAM MA 02492 N/A 509(A) PROGRAM SUPPORT 5000 NORTHFIELD MOUNT HERMON SCHOOL ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 N/A SCHOOL PROGRAM SUPPORT 5000 OPEN PANTRY COMMUNITY SERVICE INC PO BOX 5127 SPRINGFIELD MA 01101 N/A 509(A) PROGRAM SUPPORT 15000 PARENT TEACHER ORGANIZATION OF THE NORTHAMPTON HIGH SCHOOL 380 ELM STREET NORTHAMPTON MA 01060 N/A 509(A) PROGRAM SUPPORT 1000 PARTNERS FOR COMMUNITY 11 HAMPDEN STREET SPRINGFIELD MA 01103 N/A 509(A) PROGRAM SUPPORT 5000 PENINSULA ASSOCIATION FOR RETARDED CHILDREN & ADULTS (PARCA) 800 AIRPORT BLVD 320 BURLINGAME CA 94010 N/A 509(A) PROGRAM SUPPORT 5000 PIONEER VALLEY REGIONAL VENTURES CENTER 60 CONGRESS STREET FLOOR 1 SPRINGFIELD MA 01104 N/A 509(A) PROGRAM SUPPORT 23000 PORTSMOUTH MULTI-PURPOSE SENIOR CENTER PO BOX 202 PORTSMOUTH RI 02871 N/A 509(A) PROGRAM SUPPORT 5000 RAISING A READER (RAR-MA INC) 9B HAMILTON PLACE 3RD FLOOR BOSTON MA 02108 N/A 509(A) PROGRAM SUPPORT 32500 REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY 1441 MAIN STREET SPRINGFIELD MA 01103 N/A 509(A) PROGRAM SUPPORT 20000 ROCA INC 101 PARK STREET CHELSEA MA 02150 N/A 509(A) PROGRAM SUPPORT 20000 SAFE PASSAGE INC 43 CNETER STREET 304 NORTHAMPTON MA 01060 N/A 509(A) PROGRAM SUPPORT 15000 SANDWICH COMMUNITY SCHOOL PO BOX 352 TAMWORTH NH 03886 N/A SCHOOL PROGRAM SUPPORT 5000 SEAMEN'S CHURCH INSTITUTE OF NEWPORT RI 18 MARKET SQUARE NEWPORT RI 02840 N/A 509(A) PROGRAM SUPPORT 5000 SERVICENET INC 1314 DEKALB STREET NORRISTOWN PA 19401 N/A 509(A) PROGRAM SUPPORT 10000 SEVENARS CONCERT INC 30 E END AVE STE 3A NEW YORK NY 10028 N/A 509(A) PROGRAM SUPPORT 5000 SPRINGFIELD BOYS CLUB 481 CAREW STREET SPRINGFIELD MA 01104 N/A 509(A) PROGRAM SUPPORT 35000 SPRINGFIELD DAY NURSERY 947 MAIN STREET SPRINGFIELD MA 01103 N/A 509(A) PROGRAM SUPPORT 10000 SPRINGFIELD MUSEUM 21 EDWARDS STREET SPRINGFIELD MA 01103 N/A 509(A) PROGRAM SUPPORT 5000 SPRINGFIELD VIETNAMESE AMERICAN CIVIC ASSOCIATION INC 433 BELMONT AVENUE SPRINGFIELD MA 01108 N/A 509(A) PROGRAM SUPPORT 5000 ST GEORGE'S CENTER INC 21 W 22ND STREET RIVIERA BEACH FL 33404 N/A CHURCH PROGRAM SUPPORT 5000 ST MATTHEWS CATHOLIC SCHOOL 910 S EL CAMINO REAL SAN MATEO CA 94402 N/A SCHOOL PROGRAM SUPPORT 5000 STANLEY PARK 400 WESTERN AVENUE WESTFIELD MA 01085 N/A 509(A) PROGRAM SUPPORT 849154 STAVROS CENTER FOR INDEPENDENT LIVING 210 OLD FARM ROAD AMHEARST MA 01002 N/A 509(A) PROGRAM SUPPORT 6000 THE FOOD BANK OF WESTERN MASSACHUSETTS INC PO BOX 160 HATFIELD MA 01038 N/A 509(A) PROGRAM SUPPORT 30000 THE PERFORMANCE PROJECT INC PO BOX 1173 NORTHAMPTON MA 01060 N/A 509(A) PROGRAM SUPPORT 2500 THE SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 N/A 509(A) PROGRAM SUPPORT 15000 THE TRUSTEES OF SMITH COLLEGE COLLEGE HALL 204 10 ELM STREET NORTHAMPTON MA 01063 N/A COLLEGE PROGRAM SUPPORT 5000 TREEHOUSE FOUNDATION INC 1 TREEHOUSE CIRCLE EAST HAMPTON MA 01027 N/A 509(A) PROGRAM SUPPORT 15000 TRUSTEES OF TUFTS COLLEGE 80 GEORGE STREET RM 236 MEDFORD MA 02155 N/A COLLEGE PROGRAM SUPPORT 5000 TRUSTEES OF WESTMINSTER SCHOOL 995 HOPMEADOW STREET SIMSBURY CT 06070 N/A SCHOOL PROGRAM SUPPORT 5000 TWO STATE YOUNG MEN'S CHRISTIAN ASSOCIATION 748 HAMILTON ROAD BECKET MA 01223 N/A 509(A) PROGRAM SUPPORT 10000 USS MASSACHUSETTS MEMORIAL COMMITTEE INC 5 BATTLESHIP COVE FALL RIVER MA 02721 N/A 509(A) PROGRAM SUPPORT 5000 VALLEY RADIO READING SERVICE 1 FEDERAL STREET BLDG 104-2R STE 2 SPRINGFIELD MA 01105 N/A 509(A) PROGRAM SUPPORT 5000 WESTERN NEW ENGLAND UNIVERSITY 1215 WILBRAHAM ROAD SPRINGFIELD MA 01119 N/A UNIVERSITY PROGRAM SUPPORT 5000 WESTFIELD ON WEEKENDS INC PO BOX 154 WESTFIELD MA 01086 N/A 509(A) PROGRAM SUPPORT 5000 WFCR FOUNDATION INC 131 COUNTY CIRCLE AMHERST MA 01003 N/A 509(A) PROGRAM SUPPORT 5000 WGBY 44 HAMPDEN STREET SPRINGFIELD MA 01103 N/A 509(A) PROGRAM SUPPORT 1000 WILLIE ROSS SCHOOL FOR THE DEAF INC 32 NORWAY AVENUE LONGMEADOW MA 01106 N/A SCHOOL PROGRAM SUPPORT 5000 1734534 0 14 3 14 1711673 18 1212863 0 2924539 0 2924539 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 51244 25622 27891 UBS - FIXED INCOME SECURITIES 4134728 4134728 UBS - CORPORATE STOCK 27456316 27456316 4062008 4062008 0 0 UBS - FIXED INCOME MUTUAL FUNDS FMV 14234497 14234497 COMPUTER EQUIPMENT 78997 74176 4821 4821 OFFICE EQUIPMENT 5664 5664 0 LEGAL FEES 10963 5482 7006 ACCRUED INCOME/DIVIDEND RECEIVABLE 78763 46172 46172 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 UNREALIZED NET GAIN ON INVESTMENTS 2853095 OTHER PROFESSIONAL FEES 28141 14071 11031 INVESTMENT MANAGEMENT FEES 342287 342287 0 FOREIGN TAX ON INVESTMENTS 47855 47855 0 FEDERAL EXCISE TAXES 50807 0 0