2012-09-26T14:39:22-05:00 2011-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 021101772 990PF 2011-01-01 311698286 THE BEVERIDGE FAMILY FOUNDATION INC BEVE 7814443518 19 HOMESTEAD PARK NEEDHAM MA 02494 WARD CASWELL 7814443518 2012-09-20 1 ALFONSO PERILLO P00950491 6172276161 2012-09-20 2011 2016-02-24 21:20:13Z X X 48088281 X 5086 3 3 1660190 1660190 824174 22001232 825124 217 217 2489670 2485534 472630 94526 378104 37471 7494 29977 14475 7237 7238 61800 30900 30900 380511 362116 18395 98690 50183 0 5436 0 51351 10270 41081 980 196 784 48832 7835 41947 1172176 570757 548426 1759477 1749477 2931653 570757 2297903 -441983 1914777 6501 9990 9990 1283568 1187194 1187194 16711 16711 6611197 4066731 4066731 27484893 25674880 25674880 3424363 4720231 4720231 11863796 12327521 12327521 84105 77845 12646 6260 6260 243932 78763 78763 50930896 48088281 48088281 78168 35081 78168 35081 X 35852728 33053200 0 15000000 15000000 50852728 48053200 50930896 48088281 50852728 -441983 0 50410745 2357545 48053200 SALE OF PUBLICLY TRADED SECURITIES 22001232 21176108 825124 825124 825124 0 2119079 47454243 0.044655 1852669 42710067 0.043378 1597914 29287003 0.054561 2378144 54686554 0.043487 2703992 52169368 0.051831 0.237912 0.047582 49989663 2378608 19148 2397756 2297903 38296 0 38296 0 38296 55200 55200 16904 16904 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.BEVERIDGE.ORG GMA FOUNDATIONS 6174267080 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 PHILIP CASWELL 3902 N LONGVIEW DR JUPITER FL 33477 40.00 326155 12116 0 WARD S CASWELL 19 HOMESTEAD PARK NEEDHAM MA 02494 40.00 146475 0 0 CAROLE S LENHART 123 BAY PLAZA TREASURE ISLAND FL 33706 10.00 0 5172 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 PATSY PALMER STECHER 4919 QUEEN VICTORIA ROAD WOODLAND HILLS CA 91364 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 ALFRED L GRIGGS 9 BARRETT PLACE NORTHAMPTON MA 01060 0.50 0 0 0 JILLIAN LEE HICKERSON 629 SOUTH NEVADA STREET OCEANSIDE CA 92054 0.50 0 0 0 ELIZABETH S CASWELL 379 FELDSPAR ROAD BLACK HAWK CO 80422 0.50 0 0 0 RUTH S DUPONT DIRECTOR 111 - 411 409 GOLF COURSE COURT ARNOLD MD 21012 0.50 0 0 0 LEAH RICHARDSON 24 KNAPP STREET SOMERVILLE MA 02143 0.50 0 0 0 NONE 0 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 0 0 49344161 1406766 0 50750927 0 0 50750927 761264 49989663 2499483 2499483 38296 38296 2461187 0 2461187 0 2461187 2297903 0 2297903 0 2297903 2461187 0 0 75725 516522 129517 721764 2297903 0 0 0 2297903 0 163284 163284 558480 0 0 0 0 0 0 0 558480 428963 129517 WARD CASWELL 19 HOMESTEAD PARK NEEDHAM MA 02494 7814443518 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. APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 N/A 509(A) PROGRAM SUPPORT 7500 ASSOCIATION FOR COMMUNITY LIVING INC 220 BROOKDALE DRIVE SPRINGFIELD MA 01104 N/A 509(A) PROGRAM SUPPORT 10000 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 25000 BAYSTATE HEALTH FOUNDATION INC 280 CHESTNUT STREET SPRINGFIELD MA 01199 N/A 509(A) PROGRAM SUPPORT 50000 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 1500 BOYS & GIRLS CLUB OF GREATER WESTFIELD INC 28 W SILVER STREET PO BOX 128 WESTFIELD MA 01086 N/A 509(A) PROGRAM SUPPORT 40000 CAMP HOWE INC PO BOX 326 GOSHEN MA 01032 N/A 509(A) PROGRAM SUPPORT 10000 CANCER CONNECTION INC 41 LOCUST STREET NORTHAMPTON MA 01062 N/A 509(A) PROGRAM SUPPORT 5000 CARLSBAD EDUCATIONAL FOUNDATION PO BOX 205 CARLSBAD CA 92018 N/A 509(A) PROGRAM SUPPORT 5000 CARSON CENTER FOR HUMAN SERVICES INC 20 BROAD STREET WESTFIELD MA 01085 N/A 509(A) PROGRAM SUPPORT 10000 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVENUE ANNAPOLIS MD 21403 N/A 509(A) PROGRAM SUPPORT 5000 CHILDREN'S STUDY HOME 44 SHERMAN STREET SPRINGFIELD MA 01109 N/A 509(A) PROGRAM SUPPORT 15000 CHOATE ROSEMARY HALL FOUNDATION INCORPORATED 333 CHRISTIAN STREET WALLINGFORD CT 06492 N/A SCHOOL PROGRAM SUPPORT 5000 CHOPIN FOUNDATION OF THE UNITED STATES INC 1440 79TH STREET CSWY STE 117 MIAMI FL 33141 N/A 509(A) PROGRAM SUPPORT 5000 CLARKE SCHOOL FOR THE DEAF 47 ROUND HILL ROAD NORTHAMPTON MA 01060 N/A SCHOOL PROGRAM SUPPORT 10000 COMMUNITY ADOLESCENT RESOURCES AND EDUCATION CENTER 247 CABOT STREET HOLYOKE MA 01040 N/A 509(A) PROGRAM SUPPORT 15000 COMMUNITY EDUCATION PROJECT INC 317 MAIN STREET HOLYOKE MA 01040 N/A 509(A) PROGRAM SUPPORT 7500 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS PO BOX 15769 SPRINGFIELD MA 01115 N/A 509(A) PROGRAM SUPPORT 80160 COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC 1 SUGARLOAF STREET 2ND FLR S DEERFIELD MA 01373 N/A 509(A) PROGRAM SUPPORT 5000 COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC 127 STATE STREET SPRINGFIELD MA 01103 N/A SCHOOL PROGRAM SUPPORT 20000 CONGREGATIONAL CHURCH OF NEEDHAM 1154 GREAT PLAIN AVENUE NEEDHAM MA 02492 N/A CHURCH PROGRAM SUPPORT 5000 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 5000 DOMUS INCORPORATED 4 SCHOOL STREET WESTFIELD MA 01085 N/A 509(A) PROGRAM SUPPORT 5000 DRAMA STUDIO INC PO BOX 80892 SPRINGFIELD MA 01138 N/A 509(A) PROGRAM SUPPORT 5000 EL GRANADA ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION INC PO BOX 2194 EL GRANADA CA 94018 N/A SCHOOL PROGRAM SUPPORT 5000 FIDELCO GUIDE DOG FOUNDATION INC 103 VISION WAY BLOOMFIELD CT 06002 N/A 509(A) PROGRAM SUPPORT 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35000 THE HAROLD GRINSPOON CHARITABLE FOUNDATION 380 UNION STREET WEST SPRINGFIELD MA 01089 N/A PF PROGRAM SUPPORT 5000 THE LITERACY PROJECT INC 15 BANK ROW STREET GREENFIELD MA 01301 N/A 509(A) PROGRAM SUPPORT 7500 TOP FLOOR LEARNING INC 1455 N MAIN STREET PALMER MA 01069 N/A 509(A) PROGRAM SUPPORT 5000 TRUSTEES OF TUFTS COLLEGE 80 GEORGE STREET RM 236 MEDFORD MA 02155 N/A COLLEGE PROGRAM SUPPORT 5000 TRUSTEES OF WESTMINSTER SCHOOL INC 995 HOPMEADOW STREET SIMSBURY CT 06070 N/A SCHOOL PROGRAM SUPPORT 5000 USS MASSACHUSETTS MEMORIAL COMMITTEE INC 5 BATTLESHIP COVE FALL RIVER MA 02721 N/A 509(A) PROGRAM SUPPORT 5000 VALLEY RADIO READING SERVICE INC 1 FEDERAL STREET BLDG 104-2R STE 2 SPRINGFIELD MA 01105 N/A 509(A) PROGRAM SUPPORT 5000 VERMONT WORKS FOR WOMEN INC 32A MALLETTS BAY AVENUE WINOOSKI VT 05404 N/A 509(A) PROGRAM SUPPORT 5000 WESTERN NEW ENGLAND UNIVERSITY 1215 WILBRAHAM ROAD SPRINGFIELD MA 01119 N/A UNIVERSITY PROGRAM SUPPORT 25000 WESTFIELD HIGH SCHOOL BAND & ORCHESTRA 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PIONEER VALLEY CHAPTER 506 COTTAGE STREET SPRINGFIELD MA 01104 N/A 509(A) PROGRAM SUPPORT 10000 AMERICAN RED CROSS WESTFIELD MASSACHUSETTS CHAPTER 48 BROAD STREET WESTFIELD MA 01085 N/A 509(A) PROGRAM SUPPORT 10000 AMHERST CINEMA ARTS CENTER INC 28 AMITY STREET AMHERST MA 01002 N/A 509(A) PROGRAM SUPPORT 5000 1759477 0 14 3 14 1660190 18 824174 PROCEEDS FROM SECURITY LITIGATION SETTLEMENT 14 217 0 2484584 0 2484584 0 0 0 0 0 0 0 0 0 0 X X 1 ANONYMOUS ANONYMOUS LONGMEADOW MA 01106 5086 X 1 60 SHARES OF EXXON MOBIL 5086 2011-12-30 ACCOUNTING FEES 61800 30900 30900 THE HAROLD GRINSPOON CHARITABLE FOUNDATION 380 UNION STREET WEST SPRINGFIELD MA 01089 2011-11-15 5000 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 5000 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. LOSS ON DISPOSAL OF EQUIPMENT 2009-04 PURCHASED 2011-12 NA 1424 0 -950 474 UBS - FIXED INCOME SECURITIES 4720231 4720231 UBS - CORPORATE STOCK 25674880 25674880 4066731 4066731 0 0 UBS - FIXED INCOME MUTUAL FUNDS FMV 12327521 12327521 COMPUTER EQUIPMENT 78441 72181 6260 6260 OFFICE EQUIPMENT 5664 5664 0 LEGAL FEES 14475 7237 7238 ACCRUED INCOME/DIVIDEND RECEIVABLE 63527 78763 78763 LIFE INSURANCE 180405 UNREALIZED NET LOSS ON INVESTMENTS 2357545 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 PROCEEDS FROM SECURITY LITIGATION SETTLEMENT 217 217 217 OTHER PROFESSIONAL FEES 36790 18395 18395 INVESTMENT MANAGEMENT FEES 343721 343721 0 FOREIGN TAX ON INVESTMENTS 50183 50183 0 FEDERAL EXCISE TAXES 48507 0 0