Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE BEVERIDGE FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)19 HOMESTEAD PARK   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEEDHAM, MA02494
A Employer identification number

31-1698286
B Telephone number (see instructions)

(800) 229-9667
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$57,461,541J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 100
2 Check bullet
3 Interest on savings and temporary cash investments 3 3  
4 Dividends and interest from securities...... 1,845,915 1,845,915  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,559,748
b Gross sales price for all assets on line 6a 19,419,901
7 Capital gain net income (from Part IV, line 2)... 2,559,748
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,405,766 4,405,666  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 161,000 33,485   127,512
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 40,907 8,507   32,399
16a Legal fees (attach schedule)......... Click to see attachment 11,085 5,542   5,453
b Accounting fees (attach schedule)....... Click to see attachment 45,076 22,538   24,017
c Other professional fees (attach schedule).... Click to see attachment 363,734 360,141   3,584
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 161,431 48,304   0
19 Depreciation (attach schedule) and depletion... 1,281 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 42,222 8,781   33,441
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 30,395 5,079   25,069
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 857,131 492,377   251,475
25 Contributions, gifts, grants paid........ 2,261,840 2,261,840
26 Total expenses and disbursements. Add lines 24 and 25 3,118,971 492,377   2,513,315
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,286,795
b Net investment income (if negative, enter -0-) 3,913,289
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 28,867 25,494 25,494
2 Savings and temporary cash investments.......... 1,380,266 1,476,622 1,476,622
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 571    
10a Investments—U.S. and state government obligations (attach schedule) 4,062,008 Click to see attachment4,859,585 4,859,585
b Investments—corporate stock (attach schedule)........ 27,456,316 Click to see attachment32,952,563 32,952,563
c Investments—corporate bonds (attach schedule)........ 4,134,728 Click to see attachment2,951,146 2,951,146
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 14,234,497 Click to see attachment15,125,919 15,125,919
14 Land, buildings, and equipment: basis bullet78,613
Less: accumulated depreciation (attach schedule) bullet75,074 4,821 Click to see attachment3,539 3,539
15 Other assets (describe bullet) Click to see attachment46,172 Click to see attachment66,673 Click to see attachment66,673
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,348,246 57,461,541 57,461,541
Liabilities 17 Accounts payable and accrued expenses.......... 43,574 31,936
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment76,250
23 Total liabilities (add lines 17 through 22).......... 43,574 108,186
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 36,304,672 42,353,355
25 Temporarily restricted................    
26 Permanently restricted................ 15,000,000 15,000,000
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 51,304,672 57,353,355
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 51,348,246 57,461,541
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 51,304,672
2 Enter amount from Part I, line 27a..................... 2 1,286,795
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,761,888
4 Add lines 1, 2, and 3.......................... 4 57,353,355
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 57,353,355
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a SALE OF PUBLICLY TRADED SECURITIES      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 19,419,901   16,860,153 2,559,748
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       2,559,748
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,559,748
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,988,268 49,793,996 0.039930
2011 2,297,903 49,989,663 0.045968
2010 2,119,079 47,454,243 0.044655
2009 1,852,669 42,710,067 0.043378
2008 1,597,914 29,287,003 0.054561
2 Total of line 1, column (d) ...................... 2 0.228492
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.045698
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 53,653,790
5 Multiply line 4 by line 3....................... 5 2,451,871
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 39,133
7 Add lines 5 and 6......................... 7 2,491,004
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,513,315
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 39,133
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 39,133
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 39,133
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 61,100
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,100
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 21,967
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet21,967 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BEVERIDGE.ORG
    14
    The books are in care ofbulletGMA FOUNDATIONS Telephone no.bullet (617) 426-7080
    Located atbullet77 SUMMER STREET 8TH FLOORBOSTONMA ZIP+4bullet02110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    WARD S CASWELL PRESIDENT/DIRECTOR
    40.00     		161,000 31,073 0
    19 HOMESTEAD PARK
    NEEDHAM,MA02494
    PHILIP CASWELL V.P./DIRECTOR
    0.50     		0 0 0
    3902 N LONGVIEW DR
    JUPITER,FL33477
    RUTH S DUPONT TREASURER/DIRECTOR
    0.50     		0 0 0
    409 GOLF COURSE COURT
    ARNOLD,MD21012
    LEAH BEVERIDGE RICHARDSON CLERK/DIRECTOR
    0.50     		0 0 0
    24 KNAPP STREET
    SOMERVILLE,MA02143
    ALFRED L GRIGGS ASST. CLERK/DIRECTOR
    0.50     		0 0 0
    9 BARRETT PLACE
    NORTHAMPTON,MA01060
    CHRISTA PALMER BIGUE DIRECTOR
    0.50     		0 0 0
    507 AVENUE CARILLO
    HALF MOON BAY,CA94019
    CAROL A LEARY PHD DIRECTOR
    0.50     		0 0 0
    896 LONGMEADOW STREET
    LONGMEADOW,MA01106
    PETER WESTON DIRECTOR
    0.50     		0 0 0
    44 BUTTERNUT ROAD
    WESTFIELD,MA01085
    JILLIAN L HICKERSON DIRECTOR
    0.50     		0 0 0
    629 SOUTH NEVADA STREET
    OCEANSIDE,CA92054
    ELIZABETH S KIRKPATRICK DIRECTOR
    0.50     		0 0 0
    379 FELDSPAR ROAD
    BLACK HAWK,CO80422
    IAN CAMPBELL PALMER DIRECTOR
    0.50     		0 0 0
    302 MAPLE LANE
    SEVERNA PARK,MD21146
    JOSEPH BEVERIDGE PALMER DIRECTOR
    0.50     		0 0 0
    192 MIDDLE ROAD PO BOX 187
    CENTER SANDWICH,NH03227
    FREDERICK WILLIAM STECHER DIRECTOR
    0.50     		0 0 0
    3539 GUNDRY AVENUE
    LONG BEACH,CA90807
    JONATHAN CASWELL DIRECTOR
    0.50     		0 0 0
    8420 CANYON RIM TRAIL 303
    ENGLEWOOD,CO80112
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BRANDES INVESTMENT PARTNERS INVESTMENT MANAGEMENT 96,599
    11988 EL CAMINO REAL 600
    SAN DIEGO,CA92130
    PACIFIC INVESTMENT MGMT COMPANY LLC (PIMCO) INVESTMENT MANAGEMENT 72,116
    840 NEWPORT CENTER DRIVE 100
    NEWPORT BEACH,CA92660
    NFJ INVESTMENT GROUP LLC INVESTMENT MANAGEMENT 64,946
    1633 BROADWAY
    NEW YORK,NY10019
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,682,690
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    39,133
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    39,133
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,643,557
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,643,557
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    2,643,557
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 2,643,557
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 105,799
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 105,799
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 2,513,315
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 2,513,315
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 105,799 105,799
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		24,443
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WARD CASWELL
    19 HOMESTEAD PARK
    NEEDHAM,MA02494
    (800) 229-9667
    WARD@CASWELL.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGUST 1 OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACTION CENTERED TUTORING SERVICES INC
    35 CHESTNUT ST
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 10,000
    AMERICAN RED CROSS PIONEER VALLEY CHAPTER
    506 COTTAGE STREET
    SPRINGFIELD,MA01104     		N/A PC PROGRAM SUPPORT 5,000
    AMERICAN RED CROSS WESTFIELD MA CHAPTER
    PO BOX 1324
    WESTFIELD,MA01086     		N/A PC PROGRAM SUPPORT 5,000
    APPALACHIAN MOUNTAIN CLUB
    5 JOY STREET
    BOSTON,MA02108     		N/A PC PROGRAM SUPPORT 6,000
    ASSOCIATION FOR COMMUNITY LIVING INC
    220 BROOKDALE DRIVE
    SPRINGFIELD,MA01104     		N/A PC PROGRAM SUPPORT 40,000
    BABY BASICS INC
    47 BEAUFORT AVENUE
    NEEDHAM,MA02492     		N/A PC PROGRAM SUPPORT 5,000
    BAY PATH COLLEGE
    588 LONGMEADOW STREET
    LONGMEADOW,MA01106     		N/A PC PROGRAM SUPPORT 30,000
    BAYSTATE MEDICAL CENTER
    759 CHESTNUT ST
    SPRINGFIELD,MA01199     		N/A PC PROGRAM SUPPORT 4,000
    BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY
    101 STATE STREET SUITE 601
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 15,000
    BOY SCOUTS OF AMERICA
    1 ARCH ROAD SUITE 5
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 1,750
    CAMP ARCADIA SCHOLARSHIP FOUNDATION
    42 GOODWIVES RIVER ROAD
    DARIEN,CT06820     		N/A PC PROGRAM SUPPORT 5,000
    CARLSBAD SOFTBALL ASSOCIATION
    PO BOX 2726
    CARLSBAD,CA92018     		N/A PC PROGRAM SUPPORT 5,000
    CARLSBAD YOUTH BASEBALL
    PO BOX 4475
    CARLSBAD,CA92018     		N/A PC PROGRAM SUPPORT 5,000
    CENTER FOR ECOLOGICAL TECHNOLOGY
    112 ELM STREET
    PITTSFIELD,MA01201     		N/A PC PROGRAM SUPPORT 34,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		N/A PC PROGRAM SUPPORT 5,000
    CHESAPEAKE REGIONAL ACCESSIBLE BOATING
    PO BOX 656
    ANNAPOLIS,MD21403     		N/A PC PROGRAM SUPPORT 5,000
    CHILDRENS CHORUS OF SPRINGFIELD
    361 SUMNER AVE
    SPRINGFIELD,MA01108     		N/A PC PROGRAM SUPPORT 13,000
    CHOATE ROSEMARY HALL FOUNDATION
    333 CHRISTIAN STREET
    WALLINGFORD,CT06492     		N/A PC PROGRAM SUPPORT 5,000
    CHOPIN FOUNDATION OF THE UNITED STATES
    1440-79TH ST CAUSEWAY 117
    MIAMI,FL33141     		N/A PC PROGRAM SUPPORT 5,000
    CLARKE SCHOOL FOR THE DEAF
    47 ROUND HILL ROAD
    NORTHAMPTON,MA01060     		N/A PC PROGRAM SUPPORT 25,000
    COMMUNITY EDUCATION PROJECT
    317 MAIN ST
    HOLYOKE,MA01040     		N/A PC PROGRAM SUPPORT 30,000
    COMMUNITY FOUNDATION OF WESTERN MASS
    1500 MAIN ST
    SPRINGFIELD,MA01115     		N/A PC PROGRAM SUPPORT 210,000
    COMMUNITY IN SUSTAINING AGRICULTURE
    1 SUGARLOAF STREET 2ND FLR
    S DEERFIELD,MA01373     		N/A PC PROGRAM SUPPORT 5,000
    COMMUNITY MUSIC SCHOOL OF SPRINGFIELD
    127 STATE STREET
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 5,000
    COMMUNITY UNITED WAY OF PIONEER VALLEY
    1441 MAIN ST
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 25,000
    CONGREGATIONAL CHURCH OF NEEDHAM
    1154 GREAT PLAIN AVENUE
    NEEDHAM,MA02492     		N/A PC PROGRAM SUPPORT 5,000
    DOMUS INCORPORATED
    4 SCHOOL STREET
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 13,000
    DRAMA STUDIO INC
    PO BOX 80892
    SPRINGFIELD,MA01138     		N/A PC PROGRAM SUPPORT 5,000
    DUNN SCHOOL
    PO BOX 98
    LOS OLIVOS,CA93441     		N/A PC PROGRAM SUPPORT 5,000
    DYSLEXIA TUTORING PROGRAM
    711 W 40TH ST STE 310
    BALTIMORE,MD21211     		N/A PC PROGRAM SUPPORT 5,000
    FIDELCO GUIDE DOG FOUNDATION
    103 VISION WAY
    BLOOMFIELD,CT06002     		N/A PC PROGRAM SUPPORT 10,000
    FLORRENCE CRITTENTON SERVICES OF COLORADO
    55 S ZUNI ST
    DENVER,CO80223     		N/A PC PROGRAM SUPPORT 5,000
    FOREST PARK ZOOLOGICAL SOCIETY
    PO BOX 80295
    SPRINGFIELD,MA01138     		N/A PC PROGRAM SUPPORT 16,000
    FOUNDATION CENTER
    79 FIFTH AVENUE
    NEW YORK,NY10003     		N/A PC PROGRAM SUPPORT 5,000
    FREEDOM WATERS INC
    895 10TH ST S SUITE 302-F
    NAPLES,FL34102     		N/A PC PROGRAM SUPPORT 5,000
    FREEDOM WRITERS
    PO BOX 41505
    LONG BEACH,CA90853     		N/A PC PROGRAM SUPPORT 30,000
    FRIENDS OF CHILDREN INC
    245 RUSSELL ST
    HADLEY,MA01036     		N/A PC PROGRAM SUPPORT 22,000
    FRIENDS OF THE PAULO FREIRE SOCIAL JUSTICE CHARTER SCHOOL
    PO BOX 1009
    HOLYOKE,MA01041     		N/A PC PROGRAM SUPPORT 50,000
    GIRLS INCORPORATED OF HOLYOKE
    6 OPEN SQUARE WAY
    HOLYOKE,MA01040     		N/A PC PROGRAM SUPPORT 2,500
    GORDON SCHOOL
    45 MAXFIELD AVENUE
    E PROVIDENCE,RI02914     		N/A PC PROGRAM SUPPORT 25,000
    GRANBY PARENT TEACHER ORGANIZATION
    14 WEST STREET
    GRANBY,MA01033     		N/A PC PROGRAM SUPPORT 5,000
    GRAY HOUSE INC
    22 SHELDON ST
    SPRINGFIELD,MA01107     		N/A PC PROGRAM SUPPORT 5,000
    HABITAT FOR HUMANITY INTERNATIONAL
    104 MEMORIAL AVENUE
    W SPRINGFIELD,MA01089     		N/A PC PROGRAM SUPPORT 5,000
    HAP INC
    322 MAIN ST
    SPRINGFIELD,MA01105     		N/A PC PROGRAM SUPPORT 5,000
    HOLYOKE PUBLIC LIBRARY CORPORATION
    335 MAPLE STREET
    HOLYOKE,MA01040     		N/A PC PROGRAM SUPPORT 20,000
    HOLYOKE REACH OUT AND READ
    150 LOWER WESTFIELD ROAD
    HOLYOKE,MA01040     		N/A PC PROGRAM SUPPORT 3,000
    HOLYOKE YMCA INC
    171 PINE STREET
    HOLYOKE,MA01040     		N/A PC PROGRAM SUPPORT 40,000
    HUMAN DEVELOPMENT CORPORATION
    664 E CENTRAL AVE
    EDGEWATER,MD21037     		N/A PC PROGRAM SUPPORT 5,000
    INFINITE LEARNING
    214 MAIN STREET
    EL SEGUNDO,CA90245     		N/A PC PROGRAM SUPPORT 5,000
    JENNA DRUCK FOUNDATION
    2820 ROSSEVELT RD
    SAN DIEGO,CA92106     		N/A PC PROGRAM SUPPORT 5,000
    JL CARES
    16823 CAPTAIN KIRLE DR
    JUPITER,FL33477     		N/A PC PROGRAM SUPPORT 5,000
    JUPITER MEDICAL CENTER FOUNDATION
    1210 SOUTH OLD DIXIE HIGHWAY
    JUPITER,FL33458     		N/A PC PROGRAM SUPPORT 5,000
    LINK TO LIBRARIES INC
    35 BLUEGRASS DRIVE
    E LONGMEADOW,MA01028     		N/A PC PROGRAM SUPPORT 5,000
    LOWELLS MARITIME FOUNDATION
    459 MAIN STREET
    AMESBURY,MA01913     		N/A PC PROGRAM SUPPORT 5,000
    MAGNOLIA ELEMENTARY PTC
    1905 MAGNOLIA AVENUE
    CARLSBAD,CA92008     		N/A PC PROGRAM SUPPORT 5,000
    MARY HITCHCOCK MEMORIAL
    ONE MEDICAL CENTER DRIVE
    LEBANON,NH03756     		N/A PC PROGRAM SUPPORT 5,000
    MASS FOUNDATION FOR THE HUMANITIES
    66 BRIDGE STREET
    NORTHAMPTON,MA01060     		N/A PC PROGRAM SUPPORT 5,000
    MITS
    1354 HANCOCK ST SUITE 302
    QUINCY,MA05109     		N/A PC PROGRAM SUPPORT 3,000
    MONSON PTA
    193 HIHGLAND AVE
    LUDLOW,MA01056     		N/A PC PROGRAM SUPPORT 3,000
    MOUNT WASHINGTON VALLEY CHORAL SOCIETY
    PO BOX 5002 PMB 207
    NORTH CONWAY,NH03860     		N/A PC PROGRAM SUPPORT 5,000
    NEW ENGLAND PUBLIC RADIO FOUNDATION
    131 COUNTY CIR
    AMHERST,MA01003     		N/A PC PROGRAM SUPPORT 40,000
    NORTH HALL ASSOCIATION OF NORWICH HILL
    PO BOX 371
    HUNTINGTON,MA01050     		N/A PC PROGRAM SUPPORT 5,000
    OLD STURBRIDGE VILLAGE
    1 OLD STURBRIDGE VILLAGE ROAD
    STURBRIDGE,MA01566     		N/A PC PROGRAM SUPPORT 10,000
    ONE FUND BOSTON
    800 BOYLSTON ST
    BOSTON,MA02199     		N/A PC PROGRAM SUPPORT 5,000
    OPERATION OUTREACH-USA INC
    360 WOODLAND STREET
    HOLLISTON,MA01746     		N/A PC PROGRAM SUPPORT 15,000
    PAN MASS CHALLENGE
    77 FOURTH AVE
    NEEDHAM,MA02494     		N/A PC PROGRAM SUPPORT 50
    PARTNERS FOR YOUTH WITH DISABILITIES
    95 BERKELEY ST STE 109
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 15,000
    PENINSULA ASSOCIATION FOR RETARDED CHILDREN & ADULTS FOUNDATION
    800 AIRPORT BLVD 320
    BURLINGAME,CA94010     		N/A PC PROGRAM SUPPORT 5,000
    PIONEER VALLEY REGIONAL VENTURES CENTER
    60 CONGRESS STREET FLOOR 1
    SPRINGFIELD,MA01104     		N/A PC PROGRAM SUPPORT 5,000
    PIONEER VALLEY RIVERFRONT CLUB INC
    PO BOX 60762
    LONGMEADOW,MA01116     		N/A PC PROGRAM SUPPORT 50,000
    PIONEER VALLEY SYMPHONY
    91 MAIN STREET
    GREENFIELD,MA01301     		N/A PC PROGRAM SUPPORT 1,000
    PLANNED PARENTHOOD LEAGUE OF MA INC
    1055 COMMONWEATLH AVE
    BOSTON,MA02215     		N/A PC PROGRAM SUPPORT 15,000
    PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION
    115 KEATING DR
    BELLE CHASSE,LA70037     		N/A PC PROGRAM SUPPORT 5,000
    RIVERSIDE INDUSTRIES INC
    1 COTTAGE STREET
    EASTHAMPTON,MA01027     		N/A PC PROGRAM SUPPORT 25,000
    ROBERT F KENNEDY CHILDRENS ACTION CORPORATION
    11 BEACON ST
    BOSTON,MA02108     		N/A PC PROGRAM SUPPORT 40,000
    SANDWICH COMMUNITY SCHOOL
    1164 BUNKER HILL ROAD
    SOUTH TAMWORTH,NH03883     		N/A PC PROGRAM SUPPORT 5,000
    SEVENARS CONCERTS INC
    30 E END AVE STE 3A
    NEW YORK,NY10028     		N/A PC PROGRAM SUPPORT 5,000
    SOMVERILLE PUBLIC SCHOOLS
    42 CROSS STREET
    SOMERVILLE,MA02145     		N/A PC PROGRAM SUPPORT 5,000
    SOUTH END COMMUNITY CENTER
    64 MORRIS ST
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 50,000
    SPRINGFIELD BOYS CLUB
    481 CAREW STREET
    SPRINGFIELD,MA01104     		N/A PC PROGRAM SUPPORT 2,500
    SPRINGFIELD DAY NURSERY
    1 FEDERAL STREET BLDG 104-2R STE 2
    SPRINGFIELD,MA01105     		N/A PC PROGRAM SUPPORT 5,000
    SPRINGFIELD PERFORMING ARTS DEVELOPMENT CORPORATION
    1 COLUMBUS CENTER
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 20,000
    SPRINGFIELD SYMPHONY ORCHESTRA
    75 MARKET PL
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 4,200
    SPRINGFIELD VACA INC
    433 BELMONT AVENUE
    SPRINGFIELD,MA01108     		N/A PC PROGRAM SUPPORT 17,880
    ST GEORGE'S CENTER INC
    PO BOX 10584
    WEST PALM BEACH,FL33419     		N/A PC PROGRAM SUPPORT 5,000
    ST MATTHEWS CATHOLIC SCHOOL
    910 S EL CAMINO REAL
    SAN MATEO,CA94402     		N/A PC PROGRAM SUPPORT 5,000
    STANLEY PARK
    400 WESTERN AVENUE
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 832,960
    STRAIGHT AHEAD MINISTRIES
    791 MAIN STREET
    WORCHESTER,MA01610     		N/A PC PROGRAM SUPPORT 30,000
    TEAM JESSICA INC
    51 WEST STREET
    BELCHERTOWNAMA,MA01007     		N/A PC PROGRAM SUPPORT 40,000
    TEAM NO FEAR
    1902 WRIGHT PLACE
    CARLSBAD,CA92008     		N/A PC PROGRAM SUPPORT 5,000
    THE BUSH WILDLIFE SANCTUARY INC
    2500 JUPITER PARK DRIVE
    JUPITER,FL33458     		N/A PC PROGRAM SUPPORT 5,000
    TRUSTEES OF TUFTS COLLEGE
    80 GEORGE STREET RM 236
    MEDFORD,MA02155     		N/A PC PROGRAM SUPPORT 5,000
    USS MASS MEMORIAL COMMITTEE INC
    5 BATTLESHIP COVE
    FALL RIVER,MA02721     		N/A PC PROGRAM SUPPORT 5,000
    VALLEY RADIO READING SERVICE
    44 HAMPDEN ST
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 5,000
    VERMONT WORKS FOR WOMEN
    32A MALLETTS BAY AVE
    WINOOSKI,VT05404     		N/A PC PROGRAM SUPPORT 5,000
    WEST SPRINGFIELD PUBLIC LIBRARY
    200 PARK STREET
    W SPRINGFIELD,MA01089     		N/A PC PROGRAM SUPPORT 25,000
    WESTERN MASS TRAIN CONSORTIUM
    187 HIGH ST
    HOLYOKE,MA01040     		N/A PC PROGRAM SUPPORT 20,000
    WESTMINSTER SCHOOL
    995 HOPMEADOW ST
    SIMSBURY,CT06070     		N/A PC PROGRAM SUPPORT 5,000
    YMCA OF GREATER SPRINGFIELD
    275 CHESTNUT ST STE 1
    SPRINGFIELD,MA01104     		N/A PC PROGRAM SUPPORT 40,000
    YMCA OF GREATER WESTFIELD
    67 COURT STREET
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 27,000
    Total .................................bullet 3a 2,261,840
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 3  
    4 Dividends and interest from securities....     14 1,845,915  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,559,748  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,405,666 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,405,666
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 45,076 22,538   24,017

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Name of Bond End of Year Book Value End of Year Fair Market Value
    UBS - FIXED INCOME SECURITIES 2,951,146 2,951,146

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UBS - CORPORATE STOCK 32,952,563 32,952,563

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    US Government Securities - End of Year Book Value:

    4,859,585
    US Government Securities - End of Year Fair Market Value:

    4,859,585
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    UBS - FIXED INCOME MUTUAL FUNDS FMV 15,125,919 15,125,919

    TY 2013 LandEtcSchedule2
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER EQUIPMENT 72,949 69,410 3,539 3,539
    OFFICE EQUIPMENT 5,664 5,664 0  


    TY 2013 LegalFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 11,085 5,542   5,453


    TY 2013 OtherAssetsSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME/DIVIDEND RECEIVABLE 46,172 44,673 44,673
    PREPAID FEDERAL EXCISE TAX   22,000 22,000


    TY 2013 OtherExpensesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 6,522 1,357   5,237
    POSTAGE AND FREIGHT 615 128   487
    WEBSITE EXPENSE 6,188 0   6,188
    TELEPHONE 6,773 1,409   5,045
    MEMBERSHIPS, DUES, & SUBSCRIPTIONS 4,209 875   3,334
    INSURANCE 3,271 680   2,591
    PAYROLL PROCESSING FEES 1,501 0   1,501
    SOFTWARE EXPENSE 866 180   686
    BANK CHARGES 450 450   0


    TY 2013 OtherIncreasesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Description Amount
    UNREALIZED NET GAIN ON INVESTMENTS 4,761,888


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 0 76,250


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 7,185 3,592   3,584
    INVESTMENT MANAGEMENT FEES 356,549 356,549   0


    TY 2013 TaxesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN: 31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX ON INVESTMENTS 48,304 48,304   0
    FEDERAL EXCISE TAXES 36,877 0   0
    DEFERRED FEDERAL EXCISE TAX 76,250 0   0