-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE BEVERIDGE FAMILY FOUNDATION
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
,
MA
01985
A Employer identification number
31-1698286
B
Telephone number (see instructions)
(800) 229-9667
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
61,915,543
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
1,544,937
1,544,937
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,863,535
b
Gross sales price for all assets on line 6a
15,535,681
7
Capital gain net income (from Part IV, line 2)
...
1,863,535
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)
.......
32,055
32,055
0
12
Total.
Add lines 1 through 11
........
3,440,527
3,440,527
0
13
Compensation of officers, directors, trustees, etc.
187,000
37,400
0
149,600
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
46,793
9,358
0
37,435
16a
Legal fees (attach schedule)
.........
14,382
7,191
0
7,191
b
Accounting fees (attach schedule)
.......
76,929
38,465
0
38,464
c
Other professional fees (attach schedule)
....
415,618
358,978
0
56,640
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
82,942
23,375
0
0
19
Depreciation (attach schedule) and depletion
...
7,985
0
0
20
Occupancy
..............
16,800
3,360
0
13,440
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
87,435
17,469
0
69,876
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
935,884
495,596
0
372,646
25
Contributions, gifts, grants paid
.......
2,339,490
2,339,490
26
Total expenses and disbursements.
Add lines 24 and 25
3,275,374
495,596
0
2,712,136
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
165,153
b
Net investment income
(if negative, enter -0-)
2,944,931
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,482,153
1,858,048
1,858,048
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
8,966
3,164
3,164
10a
Investments—U.S. and state government obligations (attach schedule)
4,298,481
5,306,991
5,306,991
b
Investments—corporate stock (attach schedule)
.......
27,797,816
33,720,569
33,720,569
c
Investments—corporate bonds (attach schedule)
.......
8,178,697
7,772,874
7,772,874
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
11,057,663
13,110,538
13,110,538
14
Land, buildings, and equipment: basis
37,166
Less: accumulated depreciation (attach schedule)
16,791
5,296
20,375
20,375
15
Other assets (describe
)
157,506
122,984
122,984
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
52,986,578
61,915,543
61,915,543
17
Accounts payable and accrued expenses
..........
42,478
38,682
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
)
29,600
218,167
23
Total liabilities
(add lines 17 through 22)
.........
72,078
256,849
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
39,281,476
45,707,833
25
Net assets with donor restrictions
............
13,633,024
15,950,861
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
52,914,500
61,658,694
30
Total liabilities and net assets/fund balances
(see instructions)
.
52,986,578
61,915,543
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
52,914,500
2
Enter amount from Part I, line 27a
.....................
2
165,153
3
Other increases not included in line 2 (itemize)
3
8,754,041
4
Add lines 1, 2, and 3
..........................
4
61,833,694
5
Decreases not included in line 2 (itemize)
5
175,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
61,658,694
Form
990-PF
(2019)
Form 990-PF (2019)
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
REALIZED GAINS
P
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
15,535,681
13,672,146
1,863,535
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
1,863,535
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,863,535
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
...................
3
1,863,535
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?
Yes
No
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))
2018
2,672,034
56,809,089
0.047035
2017
2,659,247
55,289,527
0.048097
2016
2,433,423
52,108,978
0.046699
2015
3,233,724
55,399,271
0.058371
2014
2,788,698
57,245,843
0.048714
2
Total
of line 1, column (d)
.....................
2
0.248916
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.049783
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
58,068,803
5
Multiply line 4 by line 3
......................
5
2,890,839
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
29,449
7
Add lines 5 and 6
........................
7
2,920,288
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,722,700
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
58,899
here
and 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
58,899
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
58,899
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
41,500
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
41,500
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
768
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
18,167
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
MA
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 2019 or the taxable year beginning in 2019? See the 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
(2019)
Form 990-PF (2019)
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 address
WWW.BEVERIDGE.ORG
14
The books are in care of
GMA FOUNDATIONS
Telephone no.
(617) 426-7080
Located at
2 LIBERTY SQUARE STE 500
BOSTON
MA
ZIP+4
02109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
187,000
35,512
0
3 UPLAND LANE
WEST NEWBURY
,
MA
01985
PHILIP CASWELL
EMERITUS
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
RUTH S DUPONT
DIRECTOR
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
LEAH BEVERIDGE RICHARDSON
CLERK
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
CHRISTA PALMER BIGUE
DIRECTOR
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
PETER WESTON
DIRECTOR
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
JABEZ PALMER
DIRECTOR
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
ELIZABETH L KIRKPATRICK
SECOND VICE PRESIDENT
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
FREDERICK WILLIAM STECHER
TREASURER
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
JONATHAN CASWELL
FIRST VICE PRESIDENT
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
ALEXANDER CASWELL
ASSISTANT CLERK
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
ALEXANDRA B RUSSELL
DIRECTOR
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
PATRICE SWAN
DIRECTOR
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
JOSEPH BEVERIDGE PALMER
EMERITUS
0.50
0
0
0
44 MERRIMAC ST
NEWBURYPORT
,
MA
01950
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
86,416
11988 EL CAMINO REAL 600
SAN DIEGO
,
CA
92130
GMA FOUNDATIONS INC
ACCOUNTING
50,820
2 LIBERTY SQUARE SUITE 500
BOSTON
,
MA
02109
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
58,883,904
b
Average of monthly cash balances
.......................
1b
69,195
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
58,953,099
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
58,953,099
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
884,296
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
58,068,803
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,903,440
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,903,440
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
58,899
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
58,899
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,844,541
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,844,541
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
2,844,541
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
2,712,136
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
10,564
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
2,722,700
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,722,700
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,844,541
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
223,105
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
223,105
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,722,700
a
Applied to 2018, 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 2019 distributable amount
.....
2,722,700
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
121,841
121,841
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
101,264
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
101,264
10
Analysis of line 9:
a
Excess from 2015
....
101,264
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
MA
01985
(800) 229-9667
WARD@CASWELL.ORG
b
The 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 TOW YEARS, 3)THREE CONSTRUCTION BIDS, IF CONSTRUCTION PROJECT, 4)NAMES AND AFFILIATIONS OF THE BOARD MEMBERS, 5)IF HOSPITAL OR OTHER HEALHT-RELATED FACILITY, A COPY OF THE DETERMINATION OF NEED (DON) OR A CERTIFICATE OF NEED (CON), 6)MOST RECENT AUDITED FIANCIAL STATEMENTS, IF APPLICABLE, 7)NAME AND QULAIFCATIONS OF THE PERSON RESPONSIBLE OFR ADMINSTERING THE GRANT, 8)DETAILED BUDGET OF TEH PROJECT, 9)LIST OF OTHER SOURCES OF FUNDIGN FOR THIS PROJECT, 10)A STATEMENT THAT THE GRANT REQUEST IS EXECUTED BY A PERSON AUTHORIXED TO SUBMIT ON HEALF OF THE REQUESTING ORGANIZATION, 11)TABLE OF ORGANIZATION, 12)IF A UNIT OF GOVERNMENT, EVIDENCE OF THE RELATIONSHIP
c
Any submission deadlines:
DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGSUT 1 OF EACH YEAR
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
REJECTED PROGRAM ACTIVILES, INTERNATIONAL AFFAIRS, MEMBER BENEFIT, REJECTED TYPES OF SUPPORT AWARDS/PRIZE/COMPETITOINS, COLLECTIONS MGMT, COMMISSIONING NEW WORKS, CONFERENCES/SEMINARS, CURRICULUM DEVELOPMENT, DEBT REDUCTION, EMPLOYEE MATCHING GIFTS, EMLOYEE-BASED SCHOLARSHIPS, ENDOWMENT FUNDS, FACULTY/STAFF DEVELOPMENT, FELLOWSHIPS, FIL/VIDEO/RADIO PRODUCTION, FOUNDATION ADMINSTERED PRGRAMS, GENERAL/OPERATING SUPPORT, GRANTS/SCHOLARSHIPS TO INDIVDUALS, INCOME DEVELOMENT, INTERNSHIP FUNDS, MANAGEMENT DEVELOPMENT, PERFORMANCE/PRODUCTION COSTS, PROFESSORSHIPS, PROGRAM-RELATED INVESTMENT/LOANS, STUDENT AID MAXIUM 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 HAMPEN & HAMPSHIRE COUNTIES, MA
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ALL OUR KIDS INC
3 LEBLANCE DR
SOUTH HADLEY
,
MA
01075
PC
PROGRAM SUPPORT
6,000
AMERICAN CULINARY FEDERATION PALM BEACH COUNTY CHAPTER INC
3813 BLUEBELL ST
PALM BEACH GARDENS
,
FL
33410
PC
PROGRAM SUPPORT
1,000
AMHERST BALLET THEATRE COMPANY INC
29 STRONG ST
AMHERST
,
MA
010021836
PC
PROGRAM SUPPORT
2,000
AMHERST BOYS CLUB INC
29A COTTAGE ST
AMHERST
,
MA
01002
PC
PROGRAM SUPPORT
10,000
AMHERST COLLEGE TRUSTEES
PO BOX 5000
AMHERST
,
MA
010025000
PC
PROGRAM SUPPORT
5,000
ARGENZIANO SCHOOL PTA
290 WASHINGTON STREET
SOMMERVILLE
,
MA
02143
PC
PROGRAM SUPPORT
5,000
ARISE INC
PO BOX 5423
SPRINGFIELD
,
MA
011015423
PC
PROGRAM SUPPORT
9,000
ART WITH IMPACT
5214F DIAMOND HEIGHTS BLVD 454
SAN FRANCISCO
,
CA
941312175
PC
PROGRAM SUPPORT
7,500
BABY BASICS INC
47 BEAUFORT AVE
NEEDHAM
,
MA
02492
PC
PROGRAM SUPPORT
5,000
BARTON CENTER FOR DIABETES EDUCATION INC
PO BOX 356
NORTH OXFORD
,
MA
015370356
PC
PROGRAM SUPPORT
10,000
BAY PATH UNIVERSITY
588 LONGMEADOW ST
LONGMEADOW
,
MA
011062292
PC
PROGRAM SUPPORT
15,000
BEHAVIORAL HEALTH NETWORK INC
417 LIBERTY ST STE 1
SPRINGFIELD
,
MA
011043739
PC
PROGRAM SUPPORT
22,500
BERKSHIRE HILLS MUSIC ACADEMY INC
48 WOODBRIDGE ST
SOUTH HADLEY
,
MA
010751125
PC
PROGRAM SUPPORT
17,500
BLUES TO GREEN INC
18 TUCKER ROAD
HUNTINGTON
,
MA
010509728
PC
PROGRAM SUPPORT
5,000
BOY SCOUTS OF AMERICA
1 ARCH ROAD SUITE 5
WESTFIELD
,
MA
01085
PC
PROGRAM SUPPORT
1,900
BOYS & GIRLS CLUB OF CHICOPEE
580 MEADOW STREET
CHICOPEE
,
MA
010131820
PC
PROGRAM SUPPORT
5,000
BOYS & GIRLS CLUB OF GREATER WESTFIELD INC
PO BOX 128 28 W SILVER ST
WESTFIELD
,
MA
010860128
PC
PROGRAM SUPPORT
27,500
BRIDGE ST SCHOOL PTO INC
2 PARSONS ST
NORTHAMPTON
,
MA
01060
PC
PROGRAM SUPPORT
10,000
C-10 RESEARCH & EDUCATION FOUNDATION
11 CHESTNUT ST
AMESBURY
,
MA
01913
PC
PROGRAM SUPPORT
1,000
CANDID
32 OLD SLIP 24TH FLOOR
NEW YORK
,
NY
10005
PC
PROGRAM SUPPORT
5,000
CENTER FOR HUMAN DEVELOPMENT INC
70 BOLTWOOD WALK
AMHERST
,
MA
01002
PC
PROGRAM SUPPORT
10,000
CHERRY CREEK TOUCHDOWN CLUB
PO BOX 4474
GREENWOOD VILLAGE
,
CO
80155
PC
PROGRAM SUPPORT
5,000
CHESAPEAKE REGION ACCESSIBLE BOATING INC
PO BOX 6564
ANNAPOLIS
,
MD
21403
PC
PROGRAM SUPPORT
5,000
CHILDRENS INSTITUTE INC
2121 WEST TEMPLE STREET
LOS ANGELES
,
CA
90026
PC
PROGRAM SUPPORT
4,000
CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
333 CHRISTIAN ST
WALLINGFORD
,
CT
06492
PC
PROGRAM SUPPORT
5,000
CITYSPACE INC
50 PAYSON AVE
EASTHAMPTON
,
MA
010272255
PC
PROGRAM SUPPORT
9,000
CLINICAL & SUPPORT OPTIONS INC
8 ATWOOD DRIVE NO 301
NORTHAMPTON
,
MA
010604272
PC
PROGRAM SUPPORT
17,500
COMMON CAPITAL INC
120 MAPLE ST
SPRINGFIELD
,
MA
01103
PC
PROGRAM SUPPORT
5,000
COMMUNITY ACTION OF THE PIONEER VALLEY
393 MAIN ST
GREENFIELD
,
MA
013013320
PC
PROGRAM SUPPORT
1,000
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
333 BRIDGE ST
SPRINGFIELD
,
MA
01103
PC
PROGRAM SUPPORT
45,000
COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC
1 SUGARLOAF ST 2ND FLR
S DEERFIELD
,
MA
013731119
PC
PROGRAM SUPPORT
17,500
COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC
127 STATE ST
SPRINGFIELD
,
MA
011031905
PC
PROGRAM SUPPORT
21,000
COOLEY DICKINSON HOSPITAL
30 LOCUST STREET
NORTHAMPTON
,
MA
010602052
PC
PROGRAM SUPPORT
30,000
CRISIS CLINIC
9725 3RD AVE NE SUITE 300
SEATTLE
,
WA
98115
PC
PROGRAM SUPPORT
2,000
DAKIN PIONEER VALLEY HUMANE SOCIETYINC
PO BOX 6307
SPRINGFIELD
,
MA
011016307
PC
PROGRAM SUPPORT
3,694
DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED
948 CONWAY RD
ASHFIELD
,
MA
013309772
PC
PROGRAM SUPPORT
5,000
DUNN SCHOOL
BOX 98
LOS OLIVOS
,
CA
934410098
PC
PROGRAM SUPPORT
5,000
EMPTY ARMS BEREAVEMENT SUPPORT INC
140 PINE ST ROOM 2B
FLORENCE
,
MA
01062
PC
PROGRAM SUPPORT
4,000
ENCHANTED CIRCLE INC
4 OPEN SQUARE WAY
HOLYOKE
,
MA
01040
PC
PROGRAM SUPPORT
5,000
EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC
400 SEABROOK RD
TEQUESTA
,
FL
33469
PC
PROGRAM SUPPORT
5,000
ESSEX HISTORICAL SOCIETY & SHIPBUILDING MUSEUM INC
PO BOX 277 66 MAIN STREET
ESSEX
,
MA
01929
PC
PROGRAM SUPPORT
5,000
FIDELCO GUIDE DOG FOUNDATION INC
103 VISION WAY
BLOOMFIELD
,
CT
060021424
PC
PROGRAM SUPPORT
5,000
FLORENCE CRITTENTON SERVICES OF COLORADO
96 SOUTH ZUNI STREET
DENVER
,
CO
80223
PC
PROGRAM SUPPORT
5,000
FRANKLIN COUNTY DIAL SELF INC
196 FEDERAL STREET
GREENFIELD
,
MA
013012714
PC
PROGRAM SUPPORT
45,000
FRIENDS OF WASHINGTON MUSIC
2101 S JACKSON ST
SEATTLE
,
WA
98144
PC
PROGRAM SUPPORT
3,000
GETTYSBURG COLLEGE
300 NORTH WASHINGTON STREET BOX 426
GETTYSBURG
,
PA
17325
PC
PROGRAM SUPPORT
5,000
GIRLS INCORPORATED OF THE VALLEY
6 OPEN SQUARE WAY
HOLYOKE
,
MA
010405882
PC
PROGRAM SUPPORT
40,000
GLOBAL GLIMPSE
2991 SHATTUCK AVE SUITE 304
BERKELEY
,
CA
94705
PC
PROGRAM SUPPORT
35,000
GORDON SCHOOL
45 MAXFIELD AVE
E PROVIDENCE
,
RI
02914
PC
PROGRAM SUPPORT
5,000
GROUNDWORK SOMERVILLE INC
337 SOMERVILLE AVE 2B
SOMERVILLE
,
MA
02143
PC
PROGRAM SUPPORT
5,000
GROW FOOD NORTHAMPTON
221 PINE ST SUITE 349
FLORENCE
,
MA
01062
PC
PROGRAM SUPPORT
10,000
GUS GIORDANO JAZZ LEGACY FOUNDATION
5230 NORTH CLARK STREET
CHICAGO
,
IL
60640
PC
PROGRAM SUPPORT
5,000
HABITAT FOR HUMANITY INTERNATIONAL INC
268 COLD SPRING AVENUE
W SPRINGFIELD
,
MA
010894004
PC
PROGRAM SUPPORT
40,500
HILLTOWN LAND TRUST INC
332 BULLIT ROAD
ASHFIELD
,
MA
01330
PC
PROGRAM SUPPORT
15,000
HISTORIC NORTHAMPTON INC
46 BRIDGE ST
NORTHAMPTON
,
MA
010602406
PC
PROGRAM SUPPORT
6,000
HOLYOKE COMMUNITY COLLEGE FOUNDATION INC
303 HOMESTEAD AVENUE
HOLYOKE
,
MA
01040
PC
PROGRAM SUPPORT
26,000
HOLYOKE PUBLIC EDUCATION AND GOVERNMENT ACCESS INC
536 DWIGHT STREET
HOLYOKE
,
MA
010405086
PC
PROGRAM SUPPORT
40,000
HOLYOKE YOUNG MENS CHRISTIAN ASSOCIATION INC
171 PINE ST
HOLYOKE
,
MA
010404065
PC
PROGRAM SUPPORT
40,500
HOMEWARD ALLIANCE
242 CONIFER ST
FORT COLLINS
,
CO
80524
PC
PROGRAM SUPPORT
2,000
HOMEWORK HOUSE INC
54 N SUMMER ST
HOLYOKE
,
MA
010406208
PC
PROGRAM SUPPORT
12,000
HOPE AND COMFORT INC
659 HIGHLAND AVE
NEEDHAM
,
MA
02494
PC
PROGRAM SUPPORT
2,000
HOPEWELL
2 ALLIED DRIVE SUITE 308
DEDHAM
,
MA
02026
PC
PROGRAM SUPPORT
10,000
HUMAN DEVELOPMENT CORPORATION
664 E CENTRAL AVE
EDGEWATER
,
MD
210373429
PC
PROGRAM SUPPORT
4,000
HUMAN SERVICE FORUM
100 WHITING FARMS RD SUITE 3
HOLYOKE
,
MA
01040
PC
PROGRAM SUPPORT
17,000
INNER EXPLORER INC
430 FRANKLIN VILLAGE PARKWAY SUITE
325
FRANKLIN
,
MA
02038
PC
PROGRAM SUPPORT
5,000
INSIGHT PRODUCTIONS INC
PO BOX 96
MARLBORO
,
VT
053440096
PC
PROGRAM SUPPORT
20,000
INTEGRATED FAMILY COMMUNITY SERVICES
3370 S IRVING ST
ENGLEWOOD
,
CO
80111
PC
PROGRAM SUPPORT
2,000
INTERNATIONAL LANGUAGE INSTITUTE OF MA INC
25 NEW SOUTH STREET
NORTHAMPTON
,
MA
010604073
PC
PROGRAM SUPPORT
5,400
JEANNE GEIGER CRISIS CENTER INC
2 HARRIS STREET
NEWBURYPORT
,
MA
01950
PC
PROGRAM SUPPORT
5,000
JONATHANS LANDING CARES INC
16823 CAPTAIN KIRLE DR
JUPITER
,
FL
334771299
PC
PROGRAM SUPPORT
1,000
JUPITER MEDICAL CENTER FOUNDATION INC
1210 S OLD DIXIE HWY
JUPITER
,
FL
334587205
PC
PROGRAM SUPPORT
5,000
LEADERSHIP PIONEER VALLEY
1 FEDERAL STREET BLDG 1
SPRINGFIELD
,
MA
01105
PC
PROGRAM SUPPORT
5,000
LOWELLS MARITIME FOUNDATION
459 MAIN ST
AMESBURY
,
MA
01913
PC
PROGRAM SUPPORT
10,000
LOXAHATCHEE RIVER HISTORICAL SOCIETY INC
500 CAPTAIN ARMOURS WAY
JUPITER
,
FL
33469
PC
PROGRAM SUPPORT
10,000
MAKE-IT SPRINGFIELD INC
168 WORTHINGTON ST
SPRINGFIELD
,
MA
01103
PC
PROGRAM SUPPORT
20,000
MARGARET FULLER-NEIGHBORHOOD HOUSE INC
71 CHERRY ST
CAMBRIDGE
,
MA
02139
PC
PROGRAM SUPPORT
2,000
MARTIN LUTHER KING JR FAMILY SERVICES INC
106 WILBRAHAM ROAD
SPRINGFIELD
,
MA
01109
PC
PROGRAM SUPPORT
3,000
MASSACHUSETTS 4-H FOUNDATION INC
1671 WORCESTER ROAD SUITE 403
FRAMINGHAM
,
MA
01701
PC
PROGRAM SUPPORT
9,200
MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC
19 NEEDHAM STREET SUITE 206
NEWTON
,
MA
02461
PC
PROGRAM SUPPORT
18,000
MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
50 FEDERAL ST 8TH FLOOR
BOSTON
,
MA
02110
PC
PROGRAM SUPPORT
2,500
MAY INSTITUTE INC
41 PACELLA PARK DR
RANDOLPH
,
MA
023681755
PC
PROGRAM SUPPORT
10,000
MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD
995 WORTHINGTON ST
SPRINGFIELD
,
MA
011094027
PC
PROGRAM SUPPORT
5,000
MIRACLE LEAGUE OF METRO DENVER
8200 S QUEBEC ST SUITE A-3 BOX 273
CENTENNIAL
,
CO
80112
PC
PROGRAM SUPPORT
2,500
MOUNT WASHINGTON VALLEY CHORAL SOCIETY
PO BOX 5002 PMB 207
NORTH CONWAY
,
NH
038605002
PC
PROGRAM SUPPORT
5,000
MULTICULTURAL COMMUNITY SERVICE OF THE PIONEER VALLEY INC
1000 WILBRAHAM RD
SPRINGFIELD
,
MA
01109
PC
PROGRAM SUPPORT
8,000
NAISMITH MEMORIAL BASKETBALL HALL OF FAME INC
1000 W COLUMBUS AVE
SPRINGFIELD
,
MA
011059930
PC
PROGRAM SUPPORT
40,000
NATIVE PLANT TRUST
180 HEMENWAY RD
FRAMINGHAM
,
MA
017012636
PC
PROGRAM SUPPORT
5,000
NATURE CONSERVANCY INC
99 BEDFORD STREET SUITE 500
BOSTON
,
MA
02111
PC
PROGRAM SUPPORT
27,500
NEIGHBOR TO NEIGHBOR MASSACHUSETTS
15 COURT SQ SUITE 345
BOSTON
,
MA
02108
PC
PROGRAM SUPPORT
5,000
NEW NORTH CITIZENS COUNCIL
2455 MAIN ST
SPRINGFIELD
,
MA
011071907
PC
PROGRAM SUPPORT
25,000
NEWBURYPORT PARKS CONSERVANCY
PO BOX 1211
NEWBURYPORT
,
MA
01950
PC
PROGRAM SUPPORT
1,000
NORTHAMPTON COMMUNITY MUSIC CENTER INC
139 SOUTH ST
NORTHAMPTON
,
MA
010604017
PC
PROGRAM SUPPORT
30,000
NORTHAMPTON JAZZ FESTIVAL INC
PO BOX 631
NORTHAMPTON
,
MA
01061
PC
PROGRAM SUPPORT
5,000
NORTHFIELD MOUNT HERMON SCHOOL
ONE LAMPLIGHTER WAY
MOUNT HERMON
,
MA
01354
PC
PROGRAM SUPPORT
50,000
NUTSHELL PLAYHOUSE INC
76 BRUNELL AVE
LENOX
,
MA
012402025
PC
PROGRAM SUPPORT
500
PA'LANTE RESTORATIVE JUSTICE
500 BEECH ST
HOLYOKE
,
MA
01040
PC
PROGRAM SUPPORT
25,000
PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS
800 AIRPORT BLVD SUITE 320
BURLINGAME
,
CA
94010
PC
PROGRAM SUPPORT
5,000
PIONEER VALLEY BALLET GUILD
116 PLEASANT ST
EASTHAMPTON
,
MA
010272752
PC
PROGRAM SUPPORT
2,000
PIONEER VALLEY RIVERFRONT CLUB INC
121 WEST ST
SPRINGFIELD
,
MA
01104
PC
PROGRAM SUPPORT
5,000
PIONEER VALLEY WORKERS CENTER
20 HAMPTON AVE 200
NORTHAMPTON
,
MA
01060
PC
PROGRAM SUPPORT
24,000
PITTSBURGH YOUTH LEADERSHIP
1034 FIFTH AVENUE SUITE 400
PITTSBURGH
,
PA
15219
PC
PROGRAM SUPPORT
2,000
PLAY ON SHAKESPEARE
PO BOX 955
ASHLAND
,
OR
97520
PC
PROGRAM SUPPORT
10,000
PLYMOUTH HOUSING GROUP
2113 THIRDS AVENUE
SEATTLE
,
WA
98121
PC
PROGRAM SUPPORT
4,500
PRATT FINE ARTS CENTER
1902 SOUTH MAIN STREET
SEATTLE
,
WA
98144
PC
PROGRAM SUPPORT
2,500
PROTEUS FUND INC
15 RESEARCH DR
AMHERST
,
MA
010022773
PC
PROGRAM SUPPORT
7,500
PUBLIC HEALTH INSTITIUTE OF WESTERN MASSACHUSETTS
280 CHESTNUT STREET 6TH FLOOR
SPRINGFIELD
,
MA
01104
PC
PROGRAM SUPPORT
37,500
REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY INC
1441 MAIN ST
SPRINGFIELD
,
MA
011031406
PC
PROGRAM SUPPORT
1,000
RESPOND INC
PO BOX 555
SOMERVILLE
,
MA
02143
PC
PROGRAM SUPPORT
2,000
RISE ABOVE FOUNDATION
PO BOX 174
NORTHBRIDGE
,
MA
01534
PC
PROGRAM SUPPORT
22,500
RIVERSIDE COMMUNITY CARE INC
270 BRIDGE ST SUITE 301
DEDHAM
,
MA
02026
PC
PROGRAM SUPPORT
1,000
ROCA INC
101 PARK ST
CHELSEA
,
MA
021502771
PC
PROGRAM SUPPORT
20,000
SANDWICH COMMUNITY SCHOOL INC
1164 BUNKER HILL ROAD
SOUTH TAMWORTH
,
NH
038834170
PC
PROGRAM SUPPORT
5,000
SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC
8 LAKEVILLE RD APT 3
JAMAICA PLAN
,
MA
02130
PC
PROGRAM SUPPORT
17,500
SEVENARS CONCERTS INC
80 EAST END AVENUE 3G
NEW YORK
,
NY
10028
PC
PROGRAM SUPPORT
5,000
SHAKA FRANKLIN FOUNDATION FOR YOUTH
8101 E DARTMOUTH AVE 11
DENVER
,
CO
80231
PC
PROGRAM SUPPORT
2,500
SIBLING CONNECTIONS INC
89 SOUTH STREET SUITE 203
BOSTON
,
MA
02111
PC
PROGRAM SUPPORT
15,000
SPIRIT OF SPRINGFIELD INC
1350 MAIN STREET SUITE 1005
SPRINGFIELD
,
MA
011032066
PC
PROGRAM SUPPORT
5,000
SPRINGFIELD DAY NURSERY CORPORATION
1095 MAIN ST
SPRINGFIELD
,
MA
01103
PC
PROGRAM SUPPORT
2,000
SPRINGFIELD LIBRARY FOUNDATION INC
220 STATE ST
SPRINGFIELD
,
MA
011031733
PC
PROGRAM SUPPORT
40,000
SPRINGFIELD SYMPHONY ORCHESTRA
1441 MAIN ST SUITE 120
SPRINGFIELD
,
MA
01103
PC
PROGRAM SUPPORT
5,000
STANLEY PARK OF WESTFIELD INC
400 WESTERN AVE
WESTFIELD
,
MA
010852521
PC
PROGRAM SUPPORT
715,496
THE SERVICE BOARD
4408 DELRIDGE WAY SW 100
SEATTLE
,
WA
98106
PC
PROGRAM SUPPORT
5,000
THE STREET DOG COALITION
220 JACKSON AVENUE
FORT COLLINS
,
CO
80521
PC
PROGRAM SUPPORT
5,000
THE TOR PROJECT INC
79 S WASHINGTON ST NO M-101
SEATTLE
,
WA
98194
PC
PROGRAM SUPPORT
5,000
THIRD SECTOR NEW ENGLAND INC
89 SOUTH ST STE 700
BOSTON
,
MA
021112679
PC
PROGRAM SUPPORT
5,300
TREEHOUSE FOUNDATION INC
1 TREEHOUSE CIR
EASTHAMPTON
,
MA
010272175
PC
PROGRAM SUPPORT
45,000
TRUSTEES OF TUFTS COLLEGE
200 BOSTON AVE SUITE 1650
MEDFORD
,
MA
02155
PC
PROGRAM SUPPORT
4,100
TRUSTEES OF WESTMINSTER SCHOOL INC
995 HOPMEADOW ST
SIMSBURY
,
CT
060701812
PC
PROGRAM SUPPORT
10,000
U S S MASS MEMORIAL COMMITTEE INC
5 BATTLESHIP COVE
FALL RIVER
,
MA
027210000
PC
PROGRAM SUPPORT
5,000
UNIVERSITY SCHOOL
2785 SOM CENTER ROAD
HUNTING VALLEY
,
OH
44022
PC
PROGRAM SUPPORT
5,000
VALLEY EYE RADIO
44 HAMPDEN STREET
SPRINGFIELD
,
MA
01103
PC
PROGRAM SUPPORT
5,000
VALLEY VENTURE MENTORS
276 BRIDGE ST 3RD FLOOR
SPRINGFIELD
,
MA
01103
PC
PROGRAM SUPPORT
27,500
WASHINGTON MIDDLE SCHOOL PTA
2101 S JACKSON ST
SEATTLE
,
WA
98144
PC
PROGRAM SUPPORT
2,000
WELLSPRING COOPERATIVE CORPORATION
143 MAIN STREET
SPRINGFIELD
,
MA
01105
PC
PROGRAM SUPPORT
17,000
WESTFIELD ON WEEKENDS INC
PO BOX 154
WESTFIELD
,
MA
010860154
PC
PROGRAM SUPPORT
5,000
WESTFIELD STATE COLLEGE FOUNDATION
PO BOX 1630
WESTFIELD
,
MA
010851630
PC
PROGRAM SUPPORT
32,400
WGBH EDUCATIONAL FOUNDATION
125 WESTERN AVE
BOSTON
,
MA
021341008
PC
PROGRAM SUPPORT
1,000
WILLIE ROSS SCHOOL FOR THE DEAF INC
32 NORWAY AVE
LONGMEADOW
,
MA
011063109
PC
PROGRAM SUPPORT
20,000
WINDRUSH FARM THERAPEUTIC EQUITATION INC
479 LACY ST
NORTH ANDOVER
,
MA
01845
PC
PROGRAM SUPPORT
1,000
WOMENS FUND OF WESTERN MASSACHUSETTS
1350 MAIN ST SUITE 1006
SPRINGFIELD
,
MA
01103
PC
PROGRAM SUPPORT
9,000
YMCA OF GREATER SPRINGFIELD
1500 MAIN STREET SUITE 200
SPRINGFIELD
,
MA
01115
PC
PROGRAM SUPPORT
45,000
Total
.................................
3a
2,339,490
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
1,544,937
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
32,055
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,863,535
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
3,440,527
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,440,527
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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) (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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description