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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE BEVERIDGE FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3 UPLAND LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST NEWBURY, MA01985
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$52,895,175J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities... 1,673,240 1,673,240  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,231,785
b Gross sales price for all assets on line 6a 28,715,760
7 Capital gain net income (from Part IV, line 2)... 2,231,785
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........ 3,905,026 3,905,026  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 175,000 36,400   138,600
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 43,170 8,978   34,192
16a Legal fees (attach schedule)......... Click to see attachment 14,730 7,365   7,440
b Accounting fees (attach schedule)....... Click to see attachment 52,554 26,277   26,274
c Other professional fees (attach schedule).... Click to see attachment 380,684 373,362   8,222
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 70,966 36,966   0
19 Depreciation (attach schedule) and depletion... 1,954 0  
20 Occupancy.............. 16,800 3,494   13,306
21 Travel, conferences, and meetings....... 69,928 14,544   55,384
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 29,289 5,140   24,267
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 855,075 512,526   307,685
25 Contributions, gifts, grants paid....... 2,959,964 2,959,964
26 Total expenses and disbursements. Add lines 24 and 25 3,815,039 512,526   3,267,649
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 89,987
b Net investment income (if negative, enter -0-) 3,392,500
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 49,208 27,333 27,333
2 Savings and temporary cash investments......... 2,337,280 1,576,935 1,576,935
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.......... 1,400 1,280 1,280
10a Investments—U.S. and state government obligations (attach schedule) 4,620,406 Click to see attachment4,310,390 4,310,390
b Investments—corporate stock (attach schedule)....... 31,271,913 Click to see attachment27,600,040 27,600,040
c Investments—corporate bonds (attach schedule)....... 6,918,152 Click to see attachment8,420,582 8,420,582
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,814,655 Click to see attachment10,860,537 10,860,537
14 Land, buildings, and equipment: basis bullet16,437
Less: accumulated depreciation (attach schedule) bullet15,797 2,594 Click to see attachment640 640
15 Other assets (describe bullet) Click to see attachment105,830 Click to see attachment97,438 Click to see attachment97,438
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 57,121,438 52,895,175 52,895,175
Liabilities 17 Accounts payable and accrued expenses.......... 38,728 32,699
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 attachment47,250 Click to see attachment4,000
23 Total liabilities (add lines 17 through 22)......... 85,978 36,699
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 42,035,460 37,858,476
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 instructions)..... 57,035,460 52,858,476
31 Total liabilities and net assets/fund balances (see instructions). 57,121,438 52,895,175
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
57,035,460
2
Enter amount from Part I, line 27a .....................
2
89,987
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
43,250
4
Add lines 1, 2, and 3 ..........................
4
57,168,697
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,310,221
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
52,858,476
Form 990-PF (2015)
Form 990-PF (2015)
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 28,715,760   26,483,975 2,231,785
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       2,231,785
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 2,231,785
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 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))
2014 2,788,698 57,245,843 0.048714
2013 2,474,182 53,653,790 0.046114
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
2
Total of line 1, column (d) .....................
20.225381
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
0.045076
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
55,399,271
5
Multiply line 4 by line 3......................
5
2,497,178
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
33,925
7
Add lines 5 and 6........................
7
2,531,103
8
Enter qualifying distributions from Part XII, line 4.............
8
3,267,649
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 33,925
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 33,925
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 33,925
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 53,345
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 53,345
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 19,420
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet19,420 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 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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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     		175,000 32,810 0
    3 UPLAND LANE
    WEST NEWBURY,MA01985
    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
    ALEXANDER CASWELL DIRECTOR
    0.50     		0 0 0
    615 REEDS BRIDGE ROAD
    CONWAY,MA01341
    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 105,522
    11988 EL CAMINO REAL 600
    SAN DIEGO,CA92130
    NFJ INVESTMENT GROUP LLC INVESTMENT MANAGEMENT 69,371
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    54,443,716
    b
    Average of monthly cash balances.......................
    1b
    1,799,199
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    56,242,915
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    56,242,915
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    843,644
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    55,399,271
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,769,964
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    2,769,964
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    33,925
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,925
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,736,039
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,736,039
    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
    2,736,039
    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
    3,267,649
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    3,267,649
    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
    33,925
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,233,724
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 2,736,039
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 11,207
    fTotal of lines 3a through e........ 11,207
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 3,267,649
    a Applied to 2014, 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 2015 distributable amount..... 2,736,039
    e Remaining amount distributed out of corpus 531,610
    5 Excess distributions carryover applied to 2015. 0 0
    (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 5 542,817
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		542,817
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 11,207
    e Excess from 2015.... 531,610
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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
    3 UPLAND LANE
    WEST NEWBURY,MA01985
    (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.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    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
    AMERICAN RED CROSS OF WESTERN MASSACHUSETTS
    150 BROOKDALE ST
    SPRINGFIELD,MA01104     		N/A PC PROGRAM SUPPORT 5,000
    ARGENZIANO SCHOOL PTA
    290 WASHINGTON ST
    SOMERVILLE,MA02143     		N/A PC PROGRAM SUPPORT 5,000
    BABY BASICS INC
    47 BEAUFORT AVE
    NEEDHAM,MA02492     		N/A PC PROGRAM SUPPORT 5,000
    BAY PATH UNIVERSITY
    588 LONGMEADOW ST
    LONGMEADOW,MA01106     		N/A PC PROGRAM SUPPORT 60,000
    BEHAVIORAL HEALTH NETWORK INC
    417 LIBERTY ST STE 1
    SPRINGFIELD,MA01104     		N/A PC PROGRAM SUPPORT 7,000
    BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY
    101 STATE ST STE 601
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 13,000
    BOY SCOUTS OF AMERICA
    1 ARCH RD STE 5
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 21,800
    BOYS & GIRLS CLUB FAMILY CENTER INC
    100 ACORN ST
    SPRINGFIELD,MA01109     		N/A PC PROGRAM SUPPORT 5,000
    BOYS & GIRLS CLUB OF GREATER HALF MOON BAY
    PO BOX 545
    HALF MOON BAY,CA94019     		N/A PC PROGRAM SUPPORT 5,000
    BOYS & GIRLS CLUB OF WESTFIELD INC
    28 W SILVER STREET PO BOX 128
    WESTFIELD,MA01086     		N/A PC PROGRAM SUPPORT 30,000
    CARLSBAD HIGH SCHOOL TELEVISION BOOSTER CLUB
    3557 LANCER WAY
    CARLSBAD,CA92008     		N/A PC PROGRAM SUPPORT 2,500
    CARLSBAD SOFTBALL ASSOCIATION
    PO BOX 2726
    CARLSBAD,CA92018     		N/A PC PROGRAM SUPPORT 2,500
    CENTER FOR ECOLOGICAL TECHNOLOGY INC
    112 ELM ST
    PITTSFIELD,MA01201     		N/A PC PROGRAM SUPPORT 25,000
    CENTER FOR HUMAN DEVELOPMENT INC
    332 BIRNIE AVENUE
    SPRINGFIELD,MA01107     		N/A PC PROGRAM SUPPORT 24,000
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		N/A PC PROGRAM SUPPORT 10,000
    CHESAPEAKE REGION ACCESSIBLE BOATING INC
    PO BOX 6564
    ANNAPOLIS,MD21403     		N/A PC PROGRAM SUPPORT 5,000
    CHILDRENS CHORUS OF SPRINGFIELD
    61 SUMNER AVE
    SPRINGFIELD,MA01108     		N/A PC PROGRAM SUPPORT 5,000
    CHILDRENS INSTITUTE INC
    2121 WEST TEMPLE ST
    LOS ANGELES,CA90026     		N/A PC PROGRAM SUPPORT 6,000
    CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
    333 CHRISTIAN ST
    WALLINGFORD,CT06492     		N/A PC PROGRAM SUPPORT 1,000
    CHOPIN FOUNDATION OF THE UNITED STATES INC
    440 79TH ST CSWY STE 117
    MIAMI,FL33141     		N/A PC PROGRAM SUPPORT 5,000
    CHURCH OF THE ATONEMENT (EPISCOPAL)
    36 COURT ST
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 11,600
    CLARKE SCHOOL FOR THE DEAF
    47 ROUND HILL RD
    NORTHAMPTON,MA01060     		N/A PC PROGRAM SUPPORT 25,000
    COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC
    1 SUGARLOAF ST 2ND FLR
    SOUTH DEERFIELD,MA01373     		N/A PC PROGRAM SUPPORT 20,000
    COMMUNITY UNITED WAY OF PIONEER VALLEY INC
    1441 MAIN ST STE 147
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 15,000
    CONCORD HOSPITAL INC
    250 PLEASANT ST
    CONCORD,NH03301     		N/A PC PROGRAM SUPPORT 5,000
    CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF SPRINGFIELD
    577 CAREW ST
    SPRINGFIELD,MA01040     		N/A PC PROGRAM SUPPORT 5,000
    DELORES PROJECT
    POBOX 1406
    DENVER,CO80201     		N/A PC PROGRAM SUPPORT 3,250
    DEVELOP SPRINGFIELD CORPORATION
    1182 MAIN ST
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 30,000
    DOMUS INCORPORATED
    4 SCHOOL ST
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 16,000
    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 15,000
    ENCHANTED CIRCLE INC
    4 OPEN SQUARE WAY
    HOLYOKE,MA01040     		N/A PC PROGRAM SUPPORT 10,000
    ENVIRONMENTAL LEARNING FOR KIDS
    6060 BROADWAY
    DENVER,CO80216     		N/A PC PROGRAM SUPPORT 5,000
    EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC
    400 SEABROOK RD
    TEQUESTA,FL33649     		N/A PC PROGRAM SUPPORT 5,000
    FIDELCO GUIDE DOG FOUNDATION INC
    103 VISION WAY
    BLOOMFIELD,CT06002     		N/A PC PROGRAM SUPPORT 5,000
    FIRST UNIVERSALIST CHURCH OF DENVER
    4101 E HAMPDEN AVE
    DENVER,CO80218     		N/A PC PROGRAM SUPPORT 3,250
    FLORENCE CRITTENDON SERVICES OF COLORADO
    96 SOUTH ZUNI ST
    DENVER,CO80223     		N/A PC PROGRAM SUPPORT 5,000
    FOUNDATION CENTER
    32 OLD SLIP
    NEW YORK,NY10005     		N/A PC PROGRAM SUPPORT 5,000
    FRIENDS OF HOSPICE HOUSE INC
    1165 N PLEASANT ST
    AMHERST,MA01002     		N/A PC PROGRAM SUPPORT 35,000
    FRIENDS OF THE HALF MOON LIBRARY
    620 CORREAS ST
    HALF MOON BAY,CA94019     		N/A PC PROGRAM SUPPORT 5,000
    GIRLS SCOUTS OF CENTRAL AND WESTERN MASSACHUSETTS
    81 GOLD STAR BLVD
    WORCESTER,MA01606     		N/A PC PROGRAM SUPPORT 5,000
    GORDON SCHOOL
    45 MAXFIELD AVE
    EAST PROVIDENCE,RI02914     		N/A PC PROGRAM SUPPORT 20,000
    GROUNDWORK SOMERVILLE INC
    24 PARK ST 7
    SOMERVILLE,MA02143     		N/A PC PROGRAM SUPPORT 2,500
    HABITAT FOR HUMANITY INTERNATIONAL INC
    104 MEMORIAL AVE
    W SPRINGFIELD,MA01089     		N/A PC PROGRAM SUPPORT 3,200
    HAP INC
    322 MAIN ST STE 1
    SPRINGFIELD,MA01105     		N/A PC PROGRAM SUPPORT 5,000
    HILLTOWN COMMUNITY AMBULANCE ASSOCIATION INC
    1 BROMLEY RD
    HUNTINGTON,MA01050     		N/A PC PROGRAM SUPPORT 10,000
    HILLTOWN LAND TRUST INC
    332 BULLIT RD
    ASHFIELD,MA01330     		N/A PC PROGRAM SUPPORT 5,000
    HITCHCOCK CENTER INC
    525 S PLEASANT ST
    AMHERST,MA01002     		N/A PC PROGRAM SUPPORT 40,000
    HOPE AND COMFORT INC
    PO BOX 241
    NEWTON UPPER FALLS,MA02464     		N/A PC PROGRAM SUPPORT 2,500
    HOSPICE OF PALM BEACH COUNTY FOUNDATION INC
    5300 EAST AVE
    WEST PALM BEACH,FL33407     		N/A PC PROGRAM SUPPORT 5,000
    HUMAN DEVELOPMENT CORPORATION
    664 E CENTRAL AVE
    EDGEWATER,MD21037     		N/A PC PROGRAM SUPPORT 14,000
    INFINITE LEARNING
    214 MAIN ST
    EL SEGUNDO,CA90245     		N/A PC PROGRAM SUPPORT 5,000
    INSIGHT PRODUCTIONS INC
    PO BOX 96
    MARLBORO,VT05344     		N/A PC PROGRAM SUPPORT 20,000
    INTERNATIONAL LANGUAGE INSTITUTE OF MASSACHUSETTS INC
    25 NEW SOUTH ST
    NORTHAMPTON,MA01060     		N/A PC PROGRAM SUPPORT 5,000
    JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS
    PO BOX 15167
    SPRINGFIELD,MA01115     		N/A PC PROGRAM SUPPORT 25,000
    JUPITER MEDICAL CENTER FOUNDATION INC
    1210 S OLD DIXIE HWY
    JUPITER,FL33458     		N/A PC PROGRAM SUPPORT 5,000
    LEADERSHIP PIONEER VALLEY
    1 FEDERAL ST BLDG 1
    SPRINGFIELD,MA01105     		N/A PC PROGRAM SUPPORT 5,000
    LEARNING SOURCE
    455 SOUTH PIERCE ST
    LAKEWOOD,CO80226     		N/A PC PROGRAM SUPPORT 5,000
    LINK TO LIBRARIES INC
    35 BLUEGRASS DR
    E LONGMEADOW,MA01028     		N/A PC PROGRAM SUPPORT 3,500
    LOWELLS MARITIME FOUNDATION
    459 MAIN ST
    AMESBURY,MA01913     		N/A PC PROGRAM SUPPORT 10,000
    LUDLOW BOYS & GIRLS CLUB INC
    96 CLAUDIAS WAY
    LUDLOW,MA01056     		N/A PC PROGRAM SUPPORT 27,500
    MAGNOLIA ELEMENTARY PTA
    1905 MAGNOLIA AVE
    CARLSBAD,CA92008     		N/A PC PROGRAM SUPPORT 6,840
    MARY HITCHCOCK MEMORIAL HOSPITAL
    1 MEDICAL CENTER DRIVE
    LEBANON,NH03756     		N/A PC PROGRAM SUPPORT 5,000
    MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
    350 S HUNTINGTON AVENUE
    BOSTON,MA02130     		N/A PC PROGRAM SUPPORT 5,000
    MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
    3815 WASHINGTON STREET
    BOSTON,MA02130     		N/A PC PROGRAM SUPPORT 15,000
    MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD
    995 WORTHINGTON ST
    SPRINGFIELD,MA01109     		N/A PC PROGRAM SUPPORT 40,000
    MOUNT WASHINGTON VALLEY CHORAL SOCIETY
    PO BOX 5002 PMB 207
    NORTH CONWAY,NH03860     		N/A PC PROGRAM SUPPORT 5,000
    NAMI WESTERN MASSACHUSETTS INC
    324A SPRINGFIELD ST
    AGAWAM,MA01001     		N/A PC PROGRAM SUPPORT 2,500
    NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE OF CT AND WESTERN MA
    820A PROSPECT HILL ROAD
    WINDSOR,CT06095     		N/A PC PROGRAM SUPPORT 1,000
    NORTHAMPTON COMMUNITY ARTS TRUST INC
    44 MONROE ST
    NORTHAMPTON,MA01060     		N/A PC PROGRAM SUPPORT 35,000
    NORTHAMPTON COMMUNITY MUSIC CENTER INC
    139 SOUTH ST
    NORTHAMPTON,MA01060     		N/A PC PROGRAM SUPPORT 15,000
    NORTHAMPTON HISTORICAL SOCIETY
    46 BRIDGE ST
    NORTHAMPTON,MA01060     		N/A PC PROGRAM SUPPORT 5,000
    NUESTRAS RAICES
    329 MAIN ST
    HOLYOKE,MA01040     		N/A PC PROGRAM SUPPORT 13,000
    NUTSHELL PLAYHOUSE INC
    76 BRUNELL AVE
    LENOX,MA01240     		N/A PC PROGRAM SUPPORT 500
    OPERATION OUTREACH-USA INC
    360 WOODLAND ST STE 2
    HOLLISTON,MA01746     		N/A PC PROGRAM SUPPORT 10,000
    PARTNERS FOR YOUTH WITH DISABILITIES
    95 BERKELEY ST STE 109
    BOSTON,MA02116     		N/A PC PROGRAM SUPPORT 10,000
    PEACE DEVELOPMENT FUND INC
    499 DWIGHT ST
    HOLYOKE,MA01040     		N/A PC PROGRAM SUPPORT 15,000
    PENNSYLVANIA ASSOCIATION FOR RETARDED CHILDREN & ADULTS
    2649 TROUSDALE DR
    BURLINGAME,CA94010     		N/A PC PROGRAM SUPPORT 5,000
    PIONEER VALLEY SYMPHONY INC
    91 MAIN ST
    GREENFIELD,MA01301     		N/A PC PROGRAM SUPPORT 2,500
    PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC
    1055 COMMONWEALTH AVE
    BOSTON,MA02215     		N/A PC PROGRAM SUPPORT 30,000
    POLISH CENTER OF DISCOVERY AND LEARNING INC
    33 SOUTH ST
    CHICOPEE,MA01013     		N/A PC PROGRAM SUPPORT 5,000
    PTA CALIFORNIA CONGRESS OF TEACHERS & STUDENTS INC
    1645 MAGNOLIA AVENUE
    CARLSBAD,CA92008     		N/A PC PROGRAM SUPPORT 8,160
    RAISING A READER MASSACHUSETTS
    9B HAMILTON PL
    BOSTON,MA02108     		N/A PC PROGRAM SUPPORT 15,000
    READER TO READER INC
    38 WOODSIDE AVE
    AMHERST,MA01002     		N/A PC PROGRAM SUPPORT 5,000
    RISE ABOVE FOUNDATION
    PO BOX 174
    NORTHBRIDGE,MA01534     		N/A PC PROGRAM SUPPORT 15,000
    RIVERSIDE INDUSTRIES INC
    ONE COTTAGE ST
    EASTHAMPTON,MA01027     		N/A PC PROGRAM SUPPORT 20,500
    SAFE PASSAGE INC
    43 CENTER ST
    NORTHAMPTON,MA01060     		N/A PC PROGRAM SUPPORT 14,000
    SANDWICH COMMUNITY SCHOOL INC
    1164 BUNKER HILL RD
    SOUTH TAMWORTH,NH03883     		N/A PC PROGRAM SUPPORT 5,000
    SECOND CHANCE ANIMAL SHELTER INC
    111 YOUNG RD
    E BROOKFIELD,MA01515     		N/A PC PROGRAM SUPPORT 10,000
    SEVENARS CONCERTS INC
    30 E END AVE 3A
    NEW YORK,NY10028     		N/A PC PROGRAM SUPPORT 5,000
    SHAKA FRANKLIN FOUNDATION FOR YOUTH
    8101 E DARTMOUTH AVE 11
    DENVER,CO80231     		N/A PC PROGRAM SUPPORT 5,000
    SIBLING CONNECTIONS INC
    61 ROSELAND ST UNIT 2
    SOMERVILLE,MA02145     		N/A PC PROGRAM SUPPORT 5,000
    SOLDIER ON INC
    421 N MAIN ST BLDG 6
    LEEDS,MA01053     		N/A PC PROGRAM SUPPORT 20,000
    SPRINGFIELD BOYS CLUB
    481 CAREW ST
    SPRINGFIELD,MA01104     		N/A PC PROGRAM SUPPORT 30,000
    SPRINGFIELD SCHOOL VOLUNTEERS INC
    1550 MAIN ST
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 5,000
    SPRINGFIELD SYMPHONY ORCHESTRA
    75 MARKET PL
    SPRINGFIELD,MA01103     		N/A PC PROGRAM SUPPORT 5,000
    ST GEORGES CENTER INC
    PO BOX 10584 21 WEST 22ND ST
    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 OF WESTFIELD INC
    400 WESTERN AVE
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 1,692,864
    TEACH FOR AMERICA INC
    315 W 36TH ST FL 8
    NEW YORK,NY10018     		N/A PC PROGRAM SUPPORT 10,000
    THE FOOD BANK OF WESTERN MASSACHUSETTS INC
    97 N HATFIELD RD PO BOX 160
    HATFIELD,MA01038     		N/A PC PROGRAM SUPPORT 35,000
    THE HAROLD GRINSPOON CHARITABLE FOUNDATION
    380 UNION ST
    WEST SPRINGFIELD,MA01089     		N/A PC PROGRAM SUPPORT 5,000
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH ST STE 700
    BOSTON,MA02111     		N/A PC PROGRAM SUPPORT 10,000
    TREEHOUSE FOUNDATION INC
    1 TREEHOUSE CIRCLE
    EASTHAMPTON,MA01027     		N/A PC PROGRAM SUPPORT 28,000
    TRUSTEES OF TUFTS COLLEGE
    200 BOSTON AVE STE 1650
    MEDFORD,MA02155     		N/A PC PROGRAM SUPPORT 5,000
    TRUSTEES OF WESTMINSTER SCHOOL INC
    995 HOPMEADOW STREET
    SIMSBURY,CT06070     		N/A PC PROGRAM SUPPORT 5,000
    U S S MASSACHUSETTS MEMORIAL COMMITTEE INC
    5 BATTLESHIP COVE
    FALL RIVER,MA02721     		N/A PC PROGRAM SUPPORT 5,000
    WESTFIELD MUSEUM INC
    360 ELM ST
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 15,000
    WESTFIELD ON WEEKENDS INC
    59 COURT ST
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 5,000
    YMCA OF GREATER WESTFIELD INC
    67 COURT ST
    WESTFIELD,MA01085     		N/A PC PROGRAM SUPPORT 45,000
    Total .................................bullet 3a 2,959,964
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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 1  
    4 Dividends and interest from securities....     14 1,673,240  
    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 2,231,785  
    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 3,905,026 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,905,026
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 organizations?
    Yes
    No
    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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 52,554 26,277   26,274

    TY 2015 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 8,420,582 8,420,582

    TY 2015 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 27,600,040 27,600,040

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN:
    31-1698286
    US Government Securities - End of Year Book Value:

    4,310,390
    US Government Securities - End of Year Fair Market Value:

    4,310,390
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2015 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 10,860,537 10,860,537

    TY 2015 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 13,901 13,261 640 640
    OFFICE EQUIPMENT 2,536 2,536 0  


    TY 2015 LegalFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 14,730 7,365   7,440


    TY 2015 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 77,330 77,938 77,938
    PREPAID FEDERAL EXCISE TAX 28,500 19,500 19,500


    TY 2015 OtherDecreasesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN:
    31-1698286
    Description Amount
    UNREALIZED NET LOSS ON INVESTMENTS 4,310,221


    TY 2015 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 6,760 1,406   5,124
    POSTAGE AND FREIGHT 327 68   259
    WEBSITE EXPENSE 3,010 0   3,010
    TELEPHONE 6,526 1,357   5,517
    MEMBERSHIPS, DUES, & SUBSCRIPTIONS 3,929 817   3,112
    INSURANCE 6,528 1,358   5,170
    PAYROLL PROCESSING FEES 1,567 0   1,567
    SOFTWARE EXPENSE 642 134   508


    TY 2015 OtherIncreasesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION INC
    EIN:
    31-1698286
    Description Amount
    DEFERRED EXCISE TAX ADJUSTMENT 43,250


    TY 2015 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 47,250 4,000


    TY 2015 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 7,894 572   8,222
    INVESTMENT MANAGEMENT FEES 372,790 372,790   0


    TY 2015 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 36,966 36,966   0
    FEDERAL EXCISE TAXES 34,000 0   0