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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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, MA01985
A Employer identification number

31-1698286
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$66,936,661J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,297,499 1,297,499  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,082,641
b Gross sales price for all assets on line 6a 18,081,242
7 Capital gain net income (from Part IV, line 2)... 2,082,641
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)....... Click to see attachment 7,482 7,482 0
12 Total. Add lines 1 through 11........ 3,387,622 3,387,622 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 184,000 38,268 0 145,732
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 46,965 9,768 0 37,197
16a Legal fees (attach schedule)......... Click to see attachment 16,740 8,370 0 8,370
b Accounting fees (attach schedule)....... Click to see attachment 73,635 36,817 0 36,818
c Other professional fees (attach schedule).... Click to see attachment 373,002 360,344 0 14,608
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 69,384 25,194 0 0
19 Depreciation (attach schedule) and depletion... 9,386 0 0
20 Occupancy.............. 17,220 3,581 0 13,639
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 42,844 10,452 0 36,466
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 833,176 492,794 0 292,830
25 Contributions, gifts, grants paid....... 2,554,810 2,554,810
26 Total expenses and disbursements. Add lines 24 and 25 3,387,986 492,794 0 2,847,640
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -364
b Net investment income (if negative, enter -0-) 2,894,828
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 1,858,048 1,874,455 1,874,455
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.......... 3,164 3,160 3,160
10a Investments—U.S. and state government obligations (attach schedule) 5,306,991 Click to see attachment4,399,068 4,399,068
b Investments—corporate stock (attach schedule)....... 33,720,569 Click to see attachment36,913,549 36,913,549
c Investments—corporate bonds (attach schedule)....... 7,772,874 Click to see attachment9,208,672 9,208,672
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,110,538 Click to see attachment14,382,945 14,382,945
14 Land, buildings, and equipment: basis bullet39,204
Less: accumulated depreciation (attach schedule) bullet21,317 20,375 17,887 17,887
15 Other assets (describe bullet) Click to see attachment122,984 Click to see attachment136,925 Click to see attachment136,925
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 61,915,543 66,936,661 66,936,661
Liabilities 17 Accounts payable and accrued expenses.......... 38,682 39,836
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 attachment218,167 Click to see attachment210,000
23 Total liabilities (add lines 17 through 22)......... 256,849 249,836
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 45,707,833 49,382,098
25 Net assets with donor restrictions............ 15,950,861 17,304,727
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 61,658,694 66,686,825
30 Total liabilities and net assets/fund balances (see instructions). 61,915,543 66,936,661
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
61,658,694
2
Enter amount from Part I, line 27a .....................
2
-364
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,038,495
4
Add lines 1, 2, and 3 ..........................
4
66,696,825
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
66,686,825
Form 990-PF (2020)
Form 990-PF (2020)
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 18,081,242   15,998,601 2,082,641
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       2,082,641
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 2,082,641
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 40,238
c All other domestic foundations enter 1.39% 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 40,238
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 40,238
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 44,190
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 44,190
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 5
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 3,947
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,947 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 atbullet2 LIBERTY SQUARE STE 500BOSTONMA ZIP+4bullet02109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (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
     
     
    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? .................
    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     		184,000 35,512 0
    3 UPLAND LANE
    WEST NEWBURY,MA01985
    PHILIP CASWELL EMERITUS
    0.50     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    RUTH S DUPONT DIRECTOR
    0.50     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    LEAH BEVERIDGE RICHARDSON CLERK
    1.00     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    CHRISTA PALMER BIGUE DIRECTOR
    0.50     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    PETER WESTON DIRECTOR
    0.50     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    JABEZ PALMER DIRECTOR
    0.50     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    ELIZABETH L KIRKPATRICK SECOND VICE PRESIDENT
    1.00     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    FREDERICK WILLIAM STECHER TREASURER
    2.00     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    JONATHAN CASWELL FIRST VICE PRESIDENT
    1.00     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    ALEXANDER CASWELL ASSISTANT CLERK (UNTIL 10/2020)
    1.00     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    ALEXANDRA B RUSSELL ASSISTANT CLERK (AS OF 10/2020)
    1.00     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    PATRICE SWAN DIRECTOR
    0.50     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    FREDERIC PALMER DIRECTOR
    0.50     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    HENRY DUPONT DIRECTOR
    0.50     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    NANCY REICHE DIRECTOR
    0.50     		0 0 0
    44 MERRIMAC ST
    NEWBURYPORT,MA01950
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 86,779
    11988 EL CAMINO REAL 600
    SAN DIEGO,CA92130
    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 (2020)
    Form 990-PF (2020)
    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
    60,709,429
    b
    Average of monthly cash balances.......................
    1b
    153,077
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    60,862,506
    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
    60,862,506
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    912,938
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    59,949,568
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,997,478
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,997,478
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    40,238
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    40,238
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,957,240
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,957,240
    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
    2,957,240
    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
    2,847,640
    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
    6,898
    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
    2,854,538
    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
    2,854,538
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,957,240
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 101,264
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 101,264
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,854,538
    a Applied to 2019, 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 2020 distributable amount..... 2,854,538
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 101,264 101,264
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,438
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    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 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
    cAny submission deadlines:
    DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGSUT 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 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 (2020)
    Form 990-PF (2020)
    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
    ALZHEIMER'S ASSOCIATION MANH
    309 WAVERLEY OAKS ROAD
    WALTHAM,MA02452     		  PC COMPUTER UPGRADES TO SPRINGFIELD OFFICE 5,000
    AMERICAN RED CROSS OF WESTERN MASS
    101 STATION LANDING SUITE 510
    MEDFORD,MA02155     		  PC BUILDING BLOOD COLLECTION CAPACITY WITH NEW EQUIPMENT 13,260
    AMHERST REGIONAL PUBLIC SCHOOLS PGA INC
    51 BLUE HILLS RD
    AMHERST,MA01002     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF DISTANCE LEARNING 5,000
    AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
    685 CANTON STREET STE 103
    NORWOOD,MA02062     		  PC ALS EQUIPMENT LOAN CLOSET 10,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129     		  PC NEW ENGLAND TRAIL: EXPANDING EMPLOYMENT OPPORTUNITIES FOR HOLYOKE TEENS 10,000
    ARGENZIANO SCHOOL PTA
    290 WASHINGTON STREET
    SOMMERVILLE,MA02143     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000
    BAY PATH UNIVERSITY
    588 LONGMEADOW ST
    LONGMEADOW,MA011062292     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF THE 2020 WOMEN'S CONFERENCE 10,000
    BAY PATH UNIVERSITY
    588 LONGMEADOW ST
    LONGMEADOW,MA011062292     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION - PRESIDENT'S GALA 5,000
    BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY
    83 MAPLE STREET SUITE 201
    SPRINGFIELD,MA01105     		  PC TECHNOLOGY AND EXISTING MATCH SUPPORT 15,000
    BLUES TO GREEN INC
    18 TUCKER ROAD
    HUNTINGTON,MA010509728     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    BOSTON PARTNERS IN EDUCATION INC
    44 FARNSWORTH ST
    BOSTON,MA02210     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION - BEV BUCKS PER HENRY DU PONT 1,667
    BOYS & GIRLS CLUB OF WEST SPRINGFIELD INC
    615 MAIN STREET
    W SPRINGFIELD,MA010893958     		  PC EMERGENCY HEATING AND COOLING REPLACEMENT 5,000
    BRIDGE STREET SCHOOL PTO INC
    2 PARSONS ST
    NORTHAMPTON,MA01060     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 7,500
    THE BUSCH WILDLIFE SANCTUARY INC
    2500 JUPITER PARK DRIVE
    JUPITER,FL33458     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    C-10 RESEARCH & EDUCATION FOUNDATION
    11 CHESTNUT ST
    AMESBURY,MA01913     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000
    CAMP ARCADIA SCHOLARSHIP FOUNDATION
    63 BIRDIE LANE
    WELLS,ME04090     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CANDID
    32 OLD SLIP 24TH FLOOR
    NEW YORK,NY10005     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CHELSEA COLLABORATIVE INC
    318 BROADWAY
    CHELSEA,MA02150     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    CHERRY CREEK TOUCHDOWN CLUB
    PO BOX 4474
    GREENWOOD VILLAGE,CO80155     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CHESAPEAKE REGION ACCESSIBLE BOATING INC
    PO BOX 6564
    ANNAPOLIS,MD21403     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN MEMORY OF IAN C. PALMER 5,000
    CHINO COMMUNITY CHILDREN'S THEATRE
    13123 SEVENTH ST
    CHICO,CA91710     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
    333 CHRISTIAN ST
    WALLINGFORD,CT06492     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CHRISTINA'S HOUSE
    38 MADISON AVE
    SPRINGFIELD,MA011181115     		  PC CAPACITY BUILDING GRANT FOR CHRISTINA'S HOUSE 25,000
    CLARKE SCHOOL FOR THE DEAF
    47 ROUND HILL RD
    NORTHAMPTON,MA010602123     		  PC GENERAL OPERATING SUPPORT 20,000
    COMMUNITY ACTION OF THE PIONEER VALLEY
    393 MAIN ST
    GREENFIELD,MA013013320     		  PC NORTHAMPTON RESILIENCE HUB 50,000
    COMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER
    247 CABOT ST
    HOLYOKE,MA010403927     		  PC BARD MICROCOLLEGE HOLYOKE SCHOLARSHIP PROGRAM 40,000
    COMMUNITY EDUCATION PROJECT INC
    317 MAIN ST
    HOLYOKE,MA010405704     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
    333 BRIDGE ST
    SPRINGFIELD,MA01103     		  PC COVID-19 RESPONSE FUND 95,000
    COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
    333 BRIDGE ST
    SPRINGFIELD,MA01103     		  PC HAMPDEN/HAMPSHIRE SCHOLARSHIP PROGRAM 2020 24,000
    COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
    333 BRIDGE ST
    SPRINGFIELD,MA01103     		  PC COVID-19 RESPONSE FUND FOR THE PIONEER VALLEY 125,000
    COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
    333 BRIDGE ST
    SPRINGFIELD,MA01103     		  PC QUALIFIED DISTRIBUTION TO DONOR ADVISED FUND 50,000
    COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC
    1 SUGARLOAF ST 2ND FLR
    S DEERFIELD,MA013731119     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CONGREGATION OF ADAT REYIM
    6500 WESTBURY OAKS
    SPRINGFIELD,VA22152     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 4,000
    CONNECTICUT RIVER WATERSHED COUNCIL INC
    15 BANK ROW
    GREENFIELD,MA01301     		  PC BUILDING A BETTER BACK OFFICE TO GROW AND SUSTAIN OUR ORGANIZATION 15,000
    DANA-FARBER CANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,MA02215     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN MEMORY OF IAN PALMER 5,000
    DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED
    948 CONWAY RD
    ASHFIELD,MA013309772     		  PC UPLIFTING THE NEXT GENERATION: DOUBLE EDGE ARTISTIC TRAINING 12,000
    DOUGLAS COUNTY EDUCATIONAL FOUNDATION
    620 WILCOX ST
    CASTLE ROCK,CO80104     		  PC 2020 QUALIFIED DISCRETIONARY REPORT IN SUPPORT OF LEGEND HIGH SCHOOL LIGHTING UPGRADE 15,000
    DRAMA STUDIO INC
    PO BOX 80892
    SPRINGFIELD,MA011380892     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    EASTHAMPTON NEIGHBORS
    11 FOX RUN
    EASTHAMPTON,MA01027     		  PC EASTHAMPTON NEIGHBORS 5,000
    ELECTRONIC FRONTIER FOUNDATION INC
    815 EDDY STREET
    SAN FRANCISCO,CA94109     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    ENCHANTED CIRCLE INC
    4 OPEN SQUARE WAY
    HOLYOKE,MA01040     		  PC CREATIVE CLASSROOMS INITIATIVE: ARTS INTEGRATION IN THE HOLYOKE PUBLIC SCHOOLS 15,000
    ENCHANTED CIRCLE INC
    4 OPEN SQUARE WAY
    HOLYOKE,MA01040     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC
    400 SEABROOK RD
    TEQUESTA,FL33469     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    ESSEX HISTORICAL SOCIETY & SHIPBUILDING MUSEUM INC
    PO BOX 277 66 MAIN STREET
    ESSEX,MA01929     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FARESTART
    700 VIRGINIA ST
    SEATTLE,WA98101     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FIDELCO GUIDE DOG FOUNDATION INC
    103 VISION WAY
    BLOOMFIELD,CT060021424     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FLORENCE CRITTENTON SERVICES OF COLORADO
    96 SOUTH ZUNI STREET
    DENVER,CO80223     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FRACTURED ATLAS (FISCALLY SPONSORING SELF-EVIDENT MEDIA)
    156 OVERLOOK DRIVE
    FLORENCE,MA01062     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    FRACTURED ATLAS (FISCALLY SPONSORING SELF-EVIDENT MEDIA)
    156 OVERLOOK DRIVE
    FLORENCE,MA01062     		  PC SELF EVIDENT MEDIA SEED FUNDING 30,000
    FRIENDS OF CHILDREN INC
    245 RUSSELL STREET SUITE 22
    HADLEY,MA01035     		  PC FOCUS: FOSTER FUTURES 25,000
    FRIENDS OF YOUTH
    13116 NE 132ND STREET
    KIRKLAND,WA98034     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    FUTURE ARTS FOUNDATION
    699 SUNDOWN DRIVE
    LAFAYETTE,CO80026     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 4,000
    GANDARA MENTAL HEALTH CENTER INC
    147 NORMAN ST
    WEST SPRINGFIELD,MA010895003     		  PC GANDARA CENTER FY 2021 PRIORITY CAPITAL PROJECTS 25,000
    GIRLS ON THE RUN
    16 CENTER ST SUITE 322
    NORTHAMPTON,MA01060     		  PC PROGRAM EXPANSION OF GOTR 24,000
    GORDON SCHOOL
    45 MAXFIELD AVE
    E PROVIDENCE,RI02914     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    GRAY HOUSE INC
    22 SHELDON ST
    SPRINGFIELD,MA011071915     		  PC GRAY HOUSE TECHNOLOGY AND SITE IMPROVEMENTS 9,000
    GREATER WESTFIELD EMERGENCY FOOD PANTRY INC
    101 MEADOW ST
    WESTFIELD,MA01085     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    GROUNDWORK SOMERVILLE INC
    337 SOMERVILLE AVE 2B
    SOMMERVILLE,MA02143     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    GUS GIORDANO JAZZ LEGACY FOUNDATION
    5230 NORTH CLARK STREET
    CHICAGO,IL60640     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    HARMONY HOUSE INC
    PO BOX 6135
    HOLYOKE,MA010416135     		  PC MATERIALS FOR RENOVATION OF VIEW STREET PROPERTY 35,000
    HEALING RACISM INSTITUTE OF PIONEER VALLEY
    ONE MONARCH PLACE SUITE 1300
    SPRINGFIELD,MA01104     		  PC CAPACITY TO GROW CAMPAIGN 50,000
    HOMEWARD ALLIANCE
    242 CONIFER ST
    FORT COLLINS,CO80524     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    HOPE AND COMFORT INC
    659 HIGHLAND AVE
    NEEDHAM,MA02494     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 3,000
    HUMAN DEVELOPMENT CORPORATION
    664 E CENTRAL AVE
    EDGEWATER,MD210373429     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    HUMAN SERVICE FORUM
    PO BOX 366
    HOLYOKE,MA01041     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    INNER EXPLORER INC
    430 FRANKLIN VILLAGE PARKWAY SUITE
    325
    FRANKLIN,MA02038     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    IOBY
    725 ST MARKS AVE
    BROOKLYN,NY11216     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION - BEVBUCKS PER ASHLEY CASWELL TO BENEFIT THE CROWN HEIGHTS MUTUAL AID 1,667
    JEANNE GEIGER CRISIS CENTER INC
    2 HARRIS STREET
    NEWBURYPORT,MA01950     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF THE WHITE RIBBON BREAKFAST 5,000
    JONATHAN'S LANDING CARES INC
    16823 CAPTAIN KIRLE DR
    JUPITER,FL334771299     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS
    PO BOX 15167
    SPRINGFIELD,MA011155167     		  PC EXPANDING THE BOUNDARIES OF EDUCATION 20,000
    JUPITER MEDICAL CENTER FOUNDATION INC
    1210 S OLD DIXIE HWY
    JUPITER,FL334587205     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    KAUAI HUMANE SOCIETY
    PO BOX 3330
    LIHUE,HI967666330     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    LAND FOR GOOD INC
    25 ROXBURY STREET 114
    KEENE,NH03431     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    LEADERSHIP PIONEER VALLEY
    1391 MAIN ST 9TH FLOOR
    SPRINGFIELD,MA01103     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    LEADERSHIP PIONEER VALLEY
    1391 MAIN ST 9TH FLOOR
    SPRINGFIELD,MA01103     		  PC LPV PATH FORWARD 21,200
    LITERACY LAB
    1 FEDERAL STREET
    SPRINGFIELD,MA01109     		  PC EQUIPMENT FOR VIRTUAL LITERACY INTERVENTIONS IN WESTERN MASSACHUSETTS 25,000
    THE LITERACY PROJECT INC
    15 BANK ROW ST SUITE C
    GREENFIELD,MA013013511     		  PC VIRTUAL LITERACY INSTRUCTION FOR ADULT LEARNERS 8,000
    LONG WAY HOME
    508 MOUNTAIN PROSPECT LN
    CULPEPPER,VA22701     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000
    LOWELL'S MARITIME FOUNDATION
    459 MAIN STREET
    AMESBURY,MA01913     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    LUCY'S LOVE BUS CHARITABLE TRUST
    PO BOX 464
    AMESBURY,MA01913     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    LUDLOW BOYS & GIRLS CLUB INC
    91 CLAUDIAS WAY
    LUDLOW,MA010563101     		  PC UPDATED FACILITY SAFETY & ACCESSIBILITY 40,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    208 S GREAT RD
    LINCOLN,MA017734816     		  PC RARE OPPORTUNITY TO PROTECT 1,500 ACRES ON THE URBAN FRINGE 27,500
    MASSACHUSETTS COALITION FOR THE HOMELESS INC
    73 BUFFUM STREET
    LYNN,MA010602406     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    MASSACHUSETTS FOUNDATION FOR THE HUMANITIES
    66 BRIDGE STREET
    NORTHAMPTON,MA010602406     		  PC PILOTING THE PRIME TIME FAMILY READING PROGRAM IN HOLYOKE 5,750
    MASSACHUSETTS FOUNDATION FOR THE HUMANITIES
    66 BRIDGE STREET
    NORTHAMPTON,MA010602406     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
    50 FEDERAL ST 8TH FLOOR
    BOSTON,MA02110     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    MENTAL HEALTH ASSOCIATION OF GREAT SPRINGFIELD
    995 WORTHINGTON ST
    SPRINGFIELD,MA011094027     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    MENTAL HEALTH ASSOCIATION OF GREAT SPRINGFIELD
    995 WORTHINGTON ST
    SPRINGFIELD,MA011094027     		  PC FACILITY RENOVATIONS FOR MHAS COMMUNITY BASED HOMES 50,000
    MERCY MEDICAL CENTER
    271 CAREW ST
    SPRINGFIELD,MA02119     		  PC MERCY ER STAR (STARTING TREATMENT ASSISTING RECOVERY) 25,000
    MOTHER AFRICA
    1209 CENTRAL AVE SOUTH 120
    KENT,WA98032     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    MOUNT WASHINGTON VALLEY CHORAL SOCIETY
    102 N SOUTH ROAD UNIT C PBM 207
    NORTH CONWAY,NH038605267     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    NEIGHBOR TO NEIGHBOR MASSACHUSETTS
    15 COURT SQ SUITE 345
    BOSTON,MA02108     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    NEW ENGLAND BUSINESS ASSOCIATES INC
    66 INDUSTRY AVE STE 11
    SPRINGFIELD,MA01004     		  PC LEARN TO EARN 25,000
    NORTHAMPTON JAZZ FESTIVAL INC
    PO BOX 631
    NORTHAMPTON,MA01061     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    NORTHEAST ORGANIC FARMING ASSOCIATION (NOFAMASS)
    411 SHELDON RD
    BARRE,MA01005     		  PC COMMUNITY GARDENS FOR EDUCATION AND LOCAL FOOD ACCESS 8,000
    NORTHFIELD MOUNT HERMON SCHOOL
    1 LAMPLIGHTER WAY
    MOUNT HERMON,MA01354     		  PC BEVERIDGE HALL 50,000
    PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS
    800 AIRPORT BI SUITE 320
    BURLINGAME,CA94010     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    THE PERFORMANCE PROJECT INC
    PO BOX 1173
    NORTHAMPTON,MA01061     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    PIONEER VALLEY POWER PACKS INC
    73 BARRETT ST 3706
    NORTHAMPTON,MA01060     		  PC PIONEER VALLEY POWER PACKS WEEKEND FREE FOOD BACKPACK PROGRAM 10,000
    PIONEER VALLEY RIVERFRONT CLUB INC
    121 WEST ST
    SPRINGFIELD,MA01104     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    PIONEER VALLEY WORKERS CENTER
    20 HAMPTON AVE SUITE 200
    NORTHAMPTON,MA01060     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    PITTSBURGH YOUTH LEADERSHIP
    1034 FIFTH AVE SUITE 400
    PITTSBURGH,PA15219     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000
    PLAY ON SHAKESPEARE
    PO BOX 955
    ASHLAND,OR97520     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    PROVISION MINISTRY INC
    7 THOMAS NEWTON DRIVE
    WESTBORO,MA01581     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF HOMELESS CARE PACKS 5,000
    PROVISION MINISTRY INC
    7 THOMAS NEWTON DRIVE
    WESTBORO,MA01581     		  PC HELPING THE HOMELESS IN SPRINGFIELD MA 40,000
    QUABOAG HILLS COMMUNITY COALITION INC
    85 SOUTH STREET
    WARE,MA01082     		  PC QUABOAG HILLS COMMUNITY FUND (THE FUND) 10,000
    REVITALIZE COMMUNITY DEVELOPMENT CORPORATION
    1145 MAINSTREET SUITE 107
    SPRINGFIELD,MA01103     		  PC HOLYOKE HEALTHY HOMES PILOT PROJECT 25,000
    SAFE PASSAGE INC
    76 CARLON DRIVE
    NORTHAMPTON,MA01060     		  PC SAFETY, HOPE & HEALING: THE CAMPAIGN FOR SAFE PASSAGE 40,000
    SANDWICH COMMUNITY SCHOOL INC
    1164 BUNKERHILL ROAD
    SOUTH TAMWORTH,NH03883     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    SCHOLAR ATHLETES INC
    57 MAGAZINE STREET
    ROXBURY,MA02119     		  PC SCHOLAR ATHLETES - SPRINGFIELD 8,000
    SERVICENET INC
    129 KING STREET
    NORTHAMPTON,MA01060     		  PC ELIZA'S WATCH: KEEPING PEOPLE, RECOVERY, AND HOPE ALIVE 24,000
    SEVENARS CONCERTS INC
    80 EAST END AVE 3G
    NEW YORK,NY10028     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    SHAKA FRANKLIN FOUNDATION FOR YOUTH
    8101 E DARTMOUTH AVE 11
    DENVER,CO80231     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000
    SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP
    649 STATE STREET
    SPRINGFIELD,MA01109     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    SOLDIER ON INC
    290 MERRILL ROAD
    PITTSFIELD,MA01201     		  PC LETS TALK INTERACTIVE (LTI) TELEHEALTH SERVICES EXPANSION 25,000
    SOMERVILLE HOMELESS COALITION INC
    PO BOX 440436
    SOMERVILLE,MA02144     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    SPRINGFIELD BOYS CLUB
    481 CAREW ST
    SPRINGFIELD,MA01104     		  PC CHEF'S CLUB 22,000
    SPRINGFIELD CULTURAL PARTNERSHIP INC
    127 STATE ST
    SPRINGFIELD,MA01103     		  PC SPRINGFIELD CREATIVE LEADERS MENTORSHIP PROGRAM 5,000
    SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATION
    21 EDWARDS ST
    SPRINGFIELD,MA01103     		  PC INCREASING PARTICIPATION IN STEM LEARNING 25,000
    SPRINGFIELD SYMPHONY ORCHESTRA
    1441 MAIN ST SUITE 120
    SPRINGFIELD,MA01103     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    ST MATTHEWS CATHOLIC SCHOOL
    1 NOTRE DAME
    SAN MATEO,CA944022312     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    STANLEY PARK OF WESTFIELD INC
    400 WESTERN AVE
    WESTFIELD,MA010852521     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF THE ANNUAL GALA 5,000
    STANLEY PARK OF WESTFIELD INC
    400 WESTERN AVE
    WESTFIELD,MA010852521     		  PC 2020 GIFT RUN DISTRIBUTION 739,836
    THE STREET DOG COALITION
    220 JACKSON AVE
    FORT COLLINS,CO80521     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION - BEV BUCKS FRED PALMER 1,667
    TAPESTRY HEALTH SYSTEMS INC
    1985 MAIN STREET SUITE 202
    SPRINGFIELD,MA01103     		  PC TAPESTRY SEXUAL & REPRODUCTIVE HEALTH CLINICS & HARM REDUCTION SERVICES 15,000
    TEACH FOR AMERICA INC
    1 FEDERAL ST BLDG 101 3RD FLOOR
    WEST SUITES
    SPRINGFIELD,MA01105     		  PC LAUNCHING FIRST NEWCOMER ACADEMY IN THE SPRINGFIELD EMPOWERMENT ZONE 20,000
    THE NORTHAMPTON ACADEMY OF MUSIC INC
    274 MAIN ST
    NORTHAMPTON,MA01060     		  PC RESTROOM RENOVATIONS 20,000
    TREEHOUSE FOUNDATION INC
    1 TREEHOUSE CIR
    EASTHAMPTON,MA010272175     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    TRUSTEES OF TUFTS COLLEGE
    80 GEORGE STREET
    MEDFORD,MA02155     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    TRUSTEES OF WESTMINSTER SCHOOL INC
    995 HOPMEADOW ST
    SIMBURY,CT060701812     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    U S S MASS MEMORIAL COMMITTEE INC
    5 BATTLESHIP COVE
    FALL RIVER,MA02721     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    VALLEY EYE RADIO
    1 FEDERAL ST BLDG 101
    SPRINGFIELD,MA01105     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    VIABILITY INC FKA COMMUNITY ENTERPRISES INC
    5 FRANKLIN ST
    NORTHAMPTON,MA010612576     		  PC VIABILITY DAY HABILITATION AND CBDS, WEST SPRINGFIELD 28,863
    THE VILLAGE OF HOPE
    PO BOX 46485
    SEATTLE,WA98146     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    WARRIOR-SCHOLAR PROJECT
    1012 14TH ST NW 1200
    WASHINGTON,DC20005     		  PC AMHERST COLLEGE 2020 BOOT CAMP 7,000
    WASHINGTON WOMEN'S FOUNDATION
    2100 24TH AVENUE S 330
    SEATTLE,WA98144     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    WAY FINDERS INC
    1780 MAIN STREET
    SPRINGFIELD,MA01103     		  PC GREATER SPRINGFIELD HOUSING STUDY 18,400
    WESTERN MASSACHUSETTS TRAINING CONSORTIUM INC
    187 HIGH ST STE 202
    HOLYOKE,MA010406596     		  PC NORTHAMPTON RECOVERY CENTER NEW SPACE RENOVATION 16,000
    WESTFIELD ON WEEKENDS INC
    59 COURT STREET
    WESTFIELD,MA01085     		  PC 2020 QUALIFIED DISTRIBUTION IN SUPPORT OF THE MAINTENANCE OF FLOWER BOXES ON THE BRIDGES IN AND OUT OF WESTFIELD 5,000
    WILLIE ROSS SCHOOL FOR THE DEAF INC
    32 NORWAY AVE
    LONGMEADOW,MA011063109     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN MEMORY OF EVIE WOODS 5,000
    WILLOWS COMMUNITY SCHOOL
    8509 HIGUERA STREET
    CULVER CITY,CA90232     		  PC 2020 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    Total .................................bullet 3a 2,554,810
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 1,297,499  
    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.....     14 7,482  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,082,641  
    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 3,387,622 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,387,622
    (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 (2020)
    Form 990-PF (2020)
    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? ...........
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 73,635 36,817 0 36,818

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME SECURITIES 9,208,672 9,208,672

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 36,913,549 36,913,549

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    US Government Securities - End of Year Book Value:

    4,399,068
    US Government Securities - End of Year Fair Market Value:

    4,399,068
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 14,382,945 14,382,945

    TY 2020 LegalFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 16,740 8,370 0 8,370


    TY 2020 OtherAssetsSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME/DIVIDEND RECEIVABLE 84,440 72,331 72,331
    PROGRAM-RELATED INVESTMENTS 38,544 64,594 64,594


    TY 2020 OtherDecreasesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Amount
    DEFERRED TAX ASSET 10,000


    TY 2020 OtherExpensesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 31,188 8,030 0 26,974
    OTHER 11,656 2,422 0 9,492


    TY 2020 OtherIncomeSchedule2
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 7,482 7,482  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Amount
    UNREALIZED GAINS 5,038,495


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 200,000 210,000
    EXCISE TAX PAYABLE 18,167 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER 373,002 360,344 0 14,608


    TY 2020 TaxesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 44,190 0 0 0
    FOREIGN TAXES 25,194 25,194 0 0