BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-26
- IRS object ID
- 201242709349100104
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-26T14:39:22-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 7814443518 | 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 | 7814443518 | Phone |
| Date Signed | 2012-09-20 | 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 | 2012-09-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 48088281 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5086 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1660190 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1660190 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 824174 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22001232 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 825124 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 217 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 217 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2489670 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2485534 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 472630 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 94526 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 378104 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 37471 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 7494 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 29977 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 14475 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 7237 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 7238 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 61800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 30900 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 30900 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 380511 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 362116 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 18395 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 98690 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 50183 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 5436 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 51351 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 10270 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 41081 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 980 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 196 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 784 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 48832 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7835 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 41947 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1172176 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 570757 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 548426 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1759477 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1749477 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2931653 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 570757 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2297903 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -441983 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1914777 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6501 | CashBOY |
| Cash EOY | 9990 | CashEOY |
| Cash EOYFMV | 9990 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1283568 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1187194 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1187194 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 16711 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 16711 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 6611197 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 4066731 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 4066731 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 27484893 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 25674880 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 25674880 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3424363 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 4720231 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4720231 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 11863796 | InvestmentsOtherBOY |
| Investments Other EOY | 12327521 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12327521 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 84105 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 77845 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 12646 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 6260 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 6260 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 243932 | OtherAssetsBOY |
| Other Assets EOY | 78763 | OtherAssetsEOY |
| Other Assets EOYFMV | 78763 | OtherAssetsEOYFMV |
| Total Assets BOY | 50930896 | TotalAssetsBOY |
| Total Assets EOY | 48088281 | TotalAssetsEOY |
| Total Assets EOYFMV | 48088281 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 78168 | AccountsPayableBOY |
| Accounts Payable EOY | 35081 | AccountsPayableEOY |
| Total Liabilities BOY | 78168 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 35081 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 35852728 | UnrestrictedBOY |
| Unrestricted EOY | 33053200 | UnrestrictedEOY |
| Temporarily Restricted EOY | 0 | TemporarilyRestrictedEOY |
| Permanently Restricted BOY | 15000000 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 15000000 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 50852728 | TotalNetAssetsBOY |
| Total Net Assets EOY | 48053200 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 50930896 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 48088281 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 50852728 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -441983 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 50410745 | Subtotal |
| Other Decreases | 2357545 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 48053200 | 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 | 22001232 | GrossSalesPrice |
| Cost Or Other Basis | 21176108 | CostOrOtherBasis |
| Gain Or Loss | 825124 | GainOrLoss |
| Gains Minus Excess Or Losses | 825124 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 825124 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2119079 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 47454243 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044655 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1852669 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 42710067 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043378 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1597914 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 29287003 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054561 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2378144 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 54686554 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043487 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2703992 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 52169368 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051831 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.237912 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047582 | AverageDistributionRatio |
| Net Noncharitable Assets | 49989663 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2378608 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 19148 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2397756 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2297903 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 38296 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 38296 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 38296 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 55200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 55200 | TotalCreditsAndPayments |
| Overpayment | 16904 | Overpayment |
| Amount Credited To Next Year | 16904 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 1 | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | 1 | MaintExpendResponsibility |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP CASWELL | ||||||||
| 3902 N LONGVIEW DR | JUPITER | FL | 33477 | CHAIRMAN OF THE BOARD | 40.00 | 326155 | 12116 | 0 |
| WARD S CASWELL | ||||||||
| 19 HOMESTEAD PARK | NEEDHAM | MA | 02494 | PRESIDENT AND CLERK | 40.00 | 146475 | 0 | 0 |
| CAROLE S LENHART | ||||||||
| 123 BAY PLAZA | TREASURE ISLAND | FL | 33706 | VICE PRES AND TREAS. (RESIGNED 04/11) | 10.00 | 0 | 5172 | 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 |
| PATSY PALMER STECHER | ||||||||
| 4919 QUEEN VICTORIA ROAD | WOODLAND HILLS | CA | 91364 | 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 |
| ALFRED L GRIGGS | ||||||||
| 9 BARRETT PLACE | NORTHAMPTON | MA | 01060 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| JILLIAN LEE HICKERSON | ||||||||
| 629 SOUTH NEVADA STREET | OCEANSIDE | CA | 92054 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| ELIZABETH S CASWELL | ||||||||
| 379 FELDSPAR ROAD | BLACK HAWK | CO | 80422 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| RUTH S DUPONT DIRECTOR 111 - 411 | ||||||||
| 409 GOLF COURSE COURT | ARNOLD | MD | 21012 | TREASURER (04/11 TO PRESENT) | 0.50 | 0 | 0 | 0 |
| LEAH RICHARDSON | ||||||||
| 24 KNAPP STREET | SOMERVILLE | MA | 02143 | 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 500 | SAN DIEGO | CA | 92130 | INVESTMENT MANAGEMENT | 91605 |
| PACIFIC INVESTMENT MGMT COMPANY LLC ( | |||||
| 840 NEWPORT CENTER DRIVE | NEWPORT BEACH | CA | 92660 | INVESTMENT MANAGEMENT | 80916 |
| NFJ INVESTMENT GROUP LLC | |||||
| 1633 BROADWAY | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT | 55843 |
| 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 | 49344161 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1406766 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 50750927 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 50750927 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 761264 | CashDeemedCharitable |
| Net Noncharitable Assets | 49989663 | NetNoncharitableAssets |
| Minimum Investment Return | 2499483 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2499483 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 38296 | TaxBasedOnInvestmentIncome |
| Total Tax | 38296 | TotalTax |
| Distributable Amount Before Adj | 2461187 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2461187 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2461187 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2297903 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2297903 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2297903 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2461187 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 75725 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 516522 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 129517 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 721764 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2297903 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2297903 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 163284 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 163284 | ExcessDistriCyovAppliedCY |
| Total Corpus | 558480 | 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 | 558480 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 428963 | ExcessFromYear4 |
| Excess From Year3 | 129517 | ExcessFromYear3 |
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 | 7814443518 | RecipientPhoneNumber |
| 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 (99 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | N/A | 509(A) | PROGRAM SUPPORT | $7,500 | |
| ASSOCIATION FOR COMMUNITY LIVING INC | ||||||||
| 220 BROOKDALE DRIVE | SPRINGFIELD | MA | 01104 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 | |
| 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 | $25,000 | |
| BAYSTATE HEALTH FOUNDATION INC | ||||||||
| 280 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | N/A | 509(A) | PROGRAM SUPPORT | $50,000 | |
| 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 | $1,500 | |
| BOYS & GIRLS CLUB OF GREATER WESTFIELD INC | ||||||||
| 28 W SILVER STREET PO BOX 128 | WESTFIELD | MA | 01086 | N/A | 509(A) | PROGRAM SUPPORT | $40,000 | |
| CAMP HOWE INC | ||||||||
| PO BOX 326 | GOSHEN | MA | 01032 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 | |
| CANCER CONNECTION INC | ||||||||
| 41 LOCUST STREET | NORTHAMPTON | MA | 01062 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| CARLSBAD EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 205 | CARLSBAD | CA | 92018 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| CARSON CENTER FOR HUMAN SERVICES INC | ||||||||
| 20 BROAD STREET | WESTFIELD | MA | 01085 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 | |
| CHESAPEAKE BAY FOUNDATION INC | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| CHILDREN'S STUDY HOME | ||||||||
| 44 SHERMAN STREET | SPRINGFIELD | MA | 01109 | N/A | 509(A) | PROGRAM SUPPORT | $15,000 | |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | ||||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 | |
| CHOPIN FOUNDATION OF THE UNITED STATES INC | ||||||||
| 1440 79TH STREET CSWY STE 117 | MIAMI | FL | 33141 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| CLARKE SCHOOL FOR THE DEAF | ||||||||
| 47 ROUND HILL ROAD | NORTHAMPTON | MA | 01060 | N/A | SCHOOL | PROGRAM SUPPORT | $10,000 | |
| COMMUNITY ADOLESCENT RESOURCES AND EDUCATION CENTER | ||||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | N/A | 509(A) | PROGRAM SUPPORT | $15,000 | |
| COMMUNITY EDUCATION PROJECT INC | ||||||||
| 317 MAIN STREET | HOLYOKE | MA | 01040 | N/A | 509(A) | PROGRAM SUPPORT | $7,500 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||||
| PO BOX 15769 | SPRINGFIELD | MA | 01115 | N/A | 509(A) | PROGRAM SUPPORT | $80,160 | |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC | ||||||||
| 1 SUGARLOAF STREET 2ND FLR | S DEERFIELD | MA | 01373 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC | ||||||||
| 127 STATE STREET | SPRINGFIELD | MA | 01103 | N/A | SCHOOL | PROGRAM SUPPORT | $20,000 | |
| CONGREGATIONAL CHURCH OF NEEDHAM | ||||||||
| 1154 GREAT PLAIN AVENUE | NEEDHAM | MA | 02492 | N/A | CHURCH | PROGRAM SUPPORT | $5,000 | |
| DEAF SERVICE CENTER OF PALM BEACH COUNTY INC | ||||||||
| 3111 S DIXIE HWY STE 237 | WEST PALM BEACH | FL | 33405 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| DOMUS INCORPORATED | ||||||||
| 4 SCHOOL STREET | WESTFIELD | MA | 01085 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| DRAMA STUDIO INC | ||||||||
| PO BOX 80892 | SPRINGFIELD | MA | 01138 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| EL GRANADA ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION INC | ||||||||
| PO BOX 2194 | EL GRANADA | CA | 94018 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 | |
| FIDELCO GUIDE DOG FOUNDATION INC | ||||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| FIRST CONGREGATIONAL CHURCH OF BRIMFIELD | ||||||||
| 20 N MAIN STREET | BRIMFIELD | MA | 01010 | N/A | CHURCH | PROGRAM SUPPORT | $10,000 | |
| FREEDOM WRITERS FOUNDATION | ||||||||
| PO BOX 41505 | LONG BEACH | CA | 90853 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| GORDON SCHOOL | ||||||||
| 45 MAXFIELD AVENUE | E PROVIDENCE | RI | 02914 | N/A | SCHOOL | PROGRAM SUPPORT | $15,000 | |
| GRAY HOUSE INC | ||||||||
| 22 SHELDON STREET | SPRINGFIELD | MA | 01107 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 104 MEMORIAL AVENUE | W SPRINGFIELD | MA | 01089 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| HAP INC | ||||||||
| 322 MAIN STREET STE 1 | SPRINGFIELD | MA | 01105 | N/A | 509(A) | PROGRAM SUPPORT | $15,000 | |
| HOLYOKE COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 303 HOMESTEAD AVENUE | HOLYOKE | MA | 01040 | N/A | 509(A) | PROGRAM SUPPORT | $20,000 | |
| HOLYOKE YOUNG MENS CHRISTIAN ASSOCIATION INC | ||||||||
| 171 PINE STREET | HOLYOKE | MA | 01040 | N/A | 509(A) | PROGRAM SUPPORT | $25,000 | |
| HOMEWORK HOUSE INC | ||||||||
| 54 N SUMMER STREET | HOLYOKE | MA | 01040 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 | |
| HUMAN DEVELOPMENT CORPORATION | ||||||||
| 664 E CENTRAL AVENUE | EDGEWATER | MD | 21037 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| ISLAND MOVING COMPANY | ||||||||
| PO BOX 746 | NEWPORT | RI | 02840 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| JL CARES | ||||||||
| 16823 CAPTAIN KIRLE DRIVE | JUPITER | FL | 33477 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS | ||||||||
| 1500 MAIN STREET STE 217 | SPRINGFIELD | MA | 01115 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| JUPITER MEDICAL CENTER FOUNDATION INC | ||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | N/A | TYPE I SO | PROGRAM SUPPORT | $5,000 | |
| LAKES REGION GENERAL HEALTHCARE (LRG HEALTHCARE) | ||||||||
| 80 HIGHLAND STREET | LACONIA | NH | 03246 | N/A | HOSPITAL | PROGRAM SUPPORT | $5,000 | |
| LINK TO LIBRARIES INC | ||||||||
| 35 BLUEGRASS DRIVE | E LONGMEADOW | MA | 01028 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| MAGNOLIA ELEMENTARY PTA | ||||||||
| 1905 MAGNOLIA AVENUE | CARLSBAD | CA | 92008 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| MARTIN LUTHER KING JR COMMUNITY CENTER INC | ||||||||
| 3 RUTLAND STREET PO BOX 91026 | SPRINGFIELD | MA | 01139 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | HIGHLAND STATION |
| MARY HITCHCOCK MEMORIAL HOSPITAL | ||||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | N/A | HOSPITAL | PROGRAM SUPPORT | $5,000 | |
| METROHEALTH SYSTEMS | ||||||||
| 2500 METROHEALTH DRIVE RESEARCH | CLEVELAND | OH | 44109 | N/A | HOSPITAL | PROGRAM SUPPORT | $2,500 | 168A |
| MITS INC | ||||||||
| 1354 HANCOCK STREET SUITE 302 | QUINCY | MA | 02169 | N/A | 509(A) | PROGRAM SUPPORT | $4,000 | |
| MONT MARIE HEALTH CARE CENTER INC | ||||||||
| 36 LOWER WESTFIELD ROAD | HOLYOKE | MA | 01040 | N/A | HOSPITAL | PROGRAM SUPPORT | $5,000 | |
| MOUNT WASHINGTON VALLEY CHORAL SOCIETY | ||||||||
| PO BOX 357 | JACKSON | NH | 03846 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| NATIONAL COLLEGIATE INVENTORS & INNOVATORS ALLIANCE INC | ||||||||
| 100 VENTURE WAY | HADLEY | MA | 01035 | N/A | 509(A) | PROGRAM SUPPORT | $7,500 | |
| NEEDHAM EDUCATION FOUNDATION INC | ||||||||
| PO BOX 920145 | NEEDHAM | MA | 02492 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| NOBLE VISITING NURSE AND HOSPICE SERVICES INC | ||||||||
| 77 MILL STREET SUITE 201 | WESTFIELD | MA | 01085 | N/A | 509(A) | PROGRAM SUPPORT | $9,000 | |
| NORTHAMPTON COMMUNITY MUSIC CENTER INC | ||||||||
| 141 SOUTH STREET | NORTHAMPTON | MA | 01060 | N/A | SCHOOL | PROGRAM SUPPORT | $10,000 | |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | N/A | SCHOOL | PROGRAM SUPPORT | $50,000 | |
| OPEN ARMS OUTREACH | ||||||||
| 25 UNION AVENUE | LACONIA | NH | 03246 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| OPERATION OUTREACH-USA INC | ||||||||
| 360 WOODLAND STREET | HOLLISTON | MA | 01746 | N/A | 509(A) | PROGRAM SUPPORT | $3,000 | |
| PARTNERS FOR YOUTH WITH DISABILITIES | ||||||||
| 95 BERKELEY STREET STE 109 | BOSTON | MA | 02116 | N/A | 509(A) | PROGRAM SUPPORT | $9,000 | |
| PIONEER VALLEY REGIONAL VENTURES CENTER INC | ||||||||
| 60 CONGRESS STREET FLOOR 1 | SPRINGFIELD | MA | 01104 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | ||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 | |
| SANDWICH COMMUNITY SCHOOL INC | ||||||||
| PO BOX 352 | TAMWORTH | NH | 03886 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 | |
| SEVENARS CONCERTS INC | ||||||||
| 30 E END AVE STE 3A | NEW YORK | NY | 10028 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| SISTER CARITAS CANCER CENTER AT MERCY HOSPITAL | ||||||||
| 271 CAREW STREET | SPRINGFIELD | MA | 01104 | N/A | HOSPITAL | PROGRAM SUPPORT | $5,000 | |
| SPRINGFIELD COLLEGE | ||||||||
| 263 ALDEN STREET | SPRINGFIELD | MA | 01109 | N/A | COLLEGE | PROGRAM SUPPORT | $25,000 | |
| SPRINGFIELD COUNCIL FOR CULTURAL AND COMMUNITY AFFAIRS INC | ||||||||
| 36 COURT STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| SPRINGFIELD DAY NURSERY CORPORATION | ||||||||
| 947 MAIN STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATION | ||||||||
| 21 EDWARDS STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $20,000 | |
| SPRINGFIELD PUBLIC FORUM INC | ||||||||
| PO BOX 5374 | SPRINGFIELD | MA | 01101 | N/A | 509(A) | PROGRAM SUPPORT | $6,125 | |
| SPRINGFIELD SCHOOL VOLUNTEERS INC | ||||||||
| 1550 MAIN STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| SPRINGFIELD SYMPHONY ORCHESTRA | ||||||||
| 75 MARKET PLACE | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| SPRINGFIELD V A C A INC | ||||||||
| 433 BELMONT AVENUE | SPRINGFIELD | MA | 01108 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 | |
| ST GEORGES 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 OF WESTFIELD INC | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01085 | N/A | 509(A) | PROGRAM SUPPORT | $806,692 | |
| SURVIVAL CENTERS INC | ||||||||
| PO BOX 9629 1200 N PLEASANT STREET | N AMHERST | MA | 01059 | N/A | 509(A) | PROGRAM SUPPORT | $35,000 | |
| THE HAROLD GRINSPOON CHARITABLE FOUNDATION | ||||||||
| 380 UNION STREET | WEST SPRINGFIELD | MA | 01089 | N/A | PF | PROGRAM SUPPORT | $5,000 | |
| THE LITERACY PROJECT INC | ||||||||
| 15 BANK ROW STREET | GREENFIELD | MA | 01301 | N/A | 509(A) | PROGRAM SUPPORT | $7,500 | |
| TOP FLOOR LEARNING INC | ||||||||
| 1455 N MAIN STREET | PALMER | MA | 01069 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 80 GEORGE STREET RM 236 | MEDFORD | MA | 02155 | N/A | COLLEGE | PROGRAM SUPPORT | $5,000 | |
| TRUSTEES OF WESTMINSTER SCHOOL INC | ||||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 | |
| USS MASSACHUSETTS MEMORIAL COMMITTEE INC | ||||||||
| 5 BATTLESHIP COVE | FALL RIVER | MA | 02721 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| VALLEY RADIO READING SERVICE INC | ||||||||
| 1 FEDERAL STREET BLDG 104-2R STE 2 | SPRINGFIELD | MA | 01105 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| VERMONT WORKS FOR WOMEN INC | ||||||||
| 32A MALLETTS BAY AVENUE | WINOOSKI | VT | 05404 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| WESTERN NEW ENGLAND UNIVERSITY | ||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | N/A | UNIVERSITY | PROGRAM SUPPORT | $25,000 | |
| WESTFIELD HIGH SCHOOL BAND & ORCHESTRA PARENTS ASSOCIATION | ||||||||
| 177 MONTGOMERY ROAD | WESTFIELD | MA | 01085 | N/A | 509(A) | PROGRAM SUPPORT | $1,500 | |
| WFCR FOUNDATION INC | ||||||||
| 131 COUNTY CIRCLE | AMHERST | MA | 01003 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| WGBYTV CHANNEL 57 | ||||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| WILLIE ROSS SCHOOL FOR THE DEAF INC | ||||||||
| 32 NORWAY AVENUE | LONGMEADOW | MA | 01106 | N/A | SCHOOL | PROGRAM SUPPORT | $10,000 | |
| WORK OPPORTUNITY CENTER INC | ||||||||
| 1094 SUFFIELD STREET BOX 481 | AGAWAM | MA | 01001 | N/A | 509(A) | PROGRAM SUPPORT | $1,000 | |
| YMCA GREATER BOSTON | ||||||||
| 863 GREAT PLAIN AVENUE | NEEDHAM | MA | 02492 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| YMCA OF GREATER SPRINGFIELD | ||||||||
| 275 CHESTNUT STREET | SPRINGFIELD | MA | 01104 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| ACTION CENTERED TUTORING SERVICES INC | ||||||||
| 37 CHESTNUT STREET | SPRINGFIELD | MA | 01103 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| ADENOID CYSTIC CARCINOMA RESEARCH FOUNDATION | ||||||||
| PO BOX 442 | NEEDHAM | MA | 02492 | N/A | PF | PROGRAM SUPPORT | $5,000 | |
| ALL OUT ADVENTURES | ||||||||
| 184H NORTHAMPTON STREET | NORTHAMPTON | MA | 01027 | 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 | $10,000 | |
| AMERICAN RED CROSS WESTFIELD MASSACHUSETTS CHAPTER | ||||||||
| 48 BROAD STREET | WESTFIELD | MA | 01085 | N/A | 509(A) | PROGRAM SUPPORT | $10,000 | |
| AMHERST CINEMA ARTS CENTER INC | ||||||||
| 28 AMITY STREET | AMHERST | MA | 01002 | N/A | 509(A) | PROGRAM SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1759477 | 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 | $1,660,190 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $824,174 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROCEEDS FROM SECURITY LITIGATION SETTLEMENT | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $217 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,484,584 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2484584 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ANONYMOUS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ANONYMOUS | AddressLine1 |
| City | LONGMEADOW | City |
| State | MA | State |
| ZIP Code | 01106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5086 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 60 SHARES OF EXXON MOBIL | NoncashPropertyDescription |
| Fair Market Value | 5086 | FairMarketValue |
| Date Received | 2011-12-30 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $61,800 | Amount |
| Net Investment Income | 30900 | NetInvestmentIncome |
| Disbursements Charitable Prps | 30900 | DisbursementsCharitablePrps |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Grant DateGrantDate | GrantGrantAmount | Grant PurposeGrantPurpose | Amount Expended By GranteeAmountExpendedByGrantee | Any Diversion By GranteeAnyDiversionByGrantee | Dates Of Reports By GranteeDatesOfReportsByGrantee | Results Of VerificationResultsOfVerification |
|---|---|---|---|---|---|---|---|---|---|---|
| THE HAROLD GRINSPOON CHARITABLE FOUNDATION | ||||||||||
| 380 UNION STREET | WEST SPRINGFIELD | MA | 01089 | 2011-11-15 | $5,000 | PARK RENOVATIONS PROJECT | 5000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED | 12/28/2011 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| ADENOID CYSTIC CARCINOMA RESEARCH FOUNDATION | ||||||||||
| PO BOX 442 | NEEDHAM | MA | 02492 | 2011-03-27 | $5,000 | RESEARCH ON ADENOID CYSTIC CANCER | 5000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED | 09/19/2011 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOSS ON DISPOSAL OF EQUIPMENT | Name |
| Date Acquired | 2009-04 | DateAcquired |
| How Acquired | PURCHASED | HowAcquired |
| Date Sold | 2011-12 | DateSold |
Purchaser Name PurchaserName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual | NA | Individual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Basis | 1424 | Basis |
| Sales Expense | 0 | SalesExpense |
| Total Net | -950 | TotalNet |
| Accumulated Depreciation | 474 | AccumulatedDepreciation |
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 | 4720231 | EOYBookValue |
| EOYFMV | 4720231 | 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 | 25674880 | EOYBookValue |
| EOYFMV | 25674880 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 4066731 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 4066731 | 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 | 12327521 | BookValue |
| EOYFMV | 12327521 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | 78441 | 72181 | 6260 | 6260 |
| OFFICE EQUIPMENT | 5664 | 5664 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $14,475 | Amount |
| Net Investment Income | 7237 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7238 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | 63527 | 78763 | 78763 |
| LIFE INSURANCE | 180405 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED NET LOSS ON INVESTMENTS | Description |
| Amount | $2,357,545 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSE | 9095 | 2009 | 8036 |
| POSTAGE AND FREIGHT | 1510 | 302 | 1208 |
| WEBSITE EXPENSE | 13561 | 0 | 13561 |
| TELEPHONE | 10393 | 2079 | 8314 |
| MEMBERSHIPS, DUES, & SUBSCRIPTIONS | 2829 | 516 | 2313 |
| INSURANCE | 7172 | 1434 | 5738 |
| PAYROLL PROCESSING FEES | 1369 | 274 | 1095 |
| SOFTWARE EXPENSE | 1478 | 296 | 1182 |
| STATE FILING FEE | 500 | 0 | 500 |
| BANK CHARGES | 925 | 925 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROCEEDS FROM SECURITY LITIGATION SETTLEMENT | Description |
| Revenue And Expenses Per Books | 217 | RevenueAndExpensesPerBooks |
| Net Investment Income | 217 | NetInvestmentIncome |
| Adjusted Net Income | 217 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $36,790 | 18395 | 18395 |
| INVESTMENT MANAGEMENT FEES | $343,721 | 343721 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENTS | $50,183 | 50183 | 0 |
| FEDERAL EXCISE TAXES | $48,507 | 0 | 0 |
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