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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$71,242,725J 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... 2,039,723 2,039,723  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,034,479
b Gross sales price for all assets on line 6a 25,323,839
7 Capital gain net income (from Part IV, line 2)... 6,034,479
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 8,629 8,629 0
12 Total. Add lines 1 through 11........ 8,082,831 8,082,831 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 193,000 40,140 0 152,860
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 48,152 9,848 0 38,304
16a Legal fees (attach schedule)......... Click to see attachment 10,009 1,988 0 8,021
b Accounting fees (attach schedule)....... Click to see attachment 73,688 37,301 0 36,387
c Other professional fees (attach schedule).... Click to see attachment 463,689 415,730 0 47,959
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 93,545 32,372 0 0
19 Depreciation (attach schedule) and depletion... 9,714 0 0
20 Occupancy.............. 17,304 3,599 0 13,705
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 57,106 12,959 0 44,147
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 966,207 553,937 0 341,383
25 Contributions, gifts, grants paid....... 2,995,730 2,995,730
26 Total expenses and disbursements. Add lines 24 and 25 3,961,937 553,937 0 3,337,113
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,120,894
b Net investment income (if negative, enter -0-) 7,528,894
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 1,874,455 1,697,042 1,697,042
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.......... 3,160 14,572 14,572
10a Investments—U.S. and state government obligations (attach schedule) 4,399,068 Click to see attachment5,167,571 5,167,571
b Investments—corporate stock (attach schedule)....... 36,913,549 Click to see attachment40,065,367 40,065,367
c Investments—corporate bonds (attach schedule)....... 9,208,672 Click to see attachment8,307,342 8,307,342
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,382,945 Click to see attachment15,761,314 15,761,314
14 Land, buildings, and equipment: basis bullet42,520
Less: accumulated depreciation (attach schedule) bullet29,933 17,887 12,587 12,587
15 Other assets (describe bullet) Click to see attachment136,925 Click to see attachment216,930 Click to see attachment216,930
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 66,936,661 71,242,725 71,242,725
Liabilities 17 Accounts payable and accrued expenses.......... 39,836 34,817
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 attachment210,000 Click to see attachment214,000
23 Total liabilities (add lines 17 through 22)......... 249,836 248,817
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........... 49,382,098 52,439,695
25 Net assets with donor restrictions............ 17,304,727 18,554,213
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)..... 66,686,825 70,993,908
30 Total liabilities and net assets/fund balances (see instructions). 66,936,661 71,242,725
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
66,686,825
2
Enter amount from Part I, line 27a .....................
2
4,120,894
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
190,189
4
Add lines 1, 2, and 3 ..........................
4
70,997,908
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
70,993,908
Form 990-PF (2021)
Form 990-PF (2021)
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 25,323,839   19,289,360 6,034,479
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       6,034,479
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 6,034,479
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 104,652
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- ..... 5 104,652
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 65,120
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 65,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 39,532
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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     		193,000 36,284 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 CASWELL 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
    ALEXANDRA B RUSSELL ASSISTANT CLERK
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 95,331
    11988 EL CAMINO REAL 600
    SAN DIEGO,CA92130
    WELLS FARGO INVESTMENT MANAGEMENT 58,712
    420 MONTGOMERY ST
    SAN FRANCISCO,CA94104
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    67,144,154
    b
    Average of monthly cash balances.......................
    1b
    2,110,612
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    69,254,766
    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
    69,254,766
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,038,821
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    68,215,945
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,410,797
    Part X
    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 IX, line 6..................
    1
    3,410,797
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    104,652
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    104,652
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,306,145
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,306,145
    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 XII, line 1 ...
    7
    3,306,145
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,306,145
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,438
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,341,527
    a Applied to 2020, but not more than line 2a 1,438
    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 2021 distributable amount..... 3,306,145
    e Remaining amount distributed out of corpus 33,944
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 33,944
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		33,944
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 33,944
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALL OUR KIDS INC
    PO BOX 155
    SOUTH HADLEY,MA01075     		  PC ALL OUR KIDS--PROFESSIONALIZATION 15,000
    AMHERST COMMUNITY TELEVISION INC
    246 COLLEGE ST
    AMHERST,MA01002     		  PC NEW CONSTRUCTION AMHERST MEDIA FACILITY 40,000
    ARGENZIANO SCHOOL PTA
    290 WASHINGTON STREET
    SOMERVILLE,MA02143     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    BLUE BELL FOUNDATION FOR CATS
    20982 LAGUNA CANYON RD
    LAGUNA BEACH,CA92651     		  POF 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    BLUES TO GREEN INC
    18 TUCKER ROAD
    HUNTINGTON,MA010509728     		  PC SPRINGFIELD JAZZ & ROOTS FESTIVAL 8,000
    BOSTON PARTNERS IN EDUCATION INC
    44 FARNSWORTH ST
    BOSTON,MA02111     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    BOYS & GIRLS CLUB FAMILY CENTER INC
    100 ACORN ST
    SPRINGFIELD,MA011092430     		  PC SAFETY REDEVELOPMENT OF THE LOBBY 45,000
    BOYS & GIRLS CLUB OF CHICOPEE
    580 MEADOW ST
    CHICOPEE,MA010131820     		  PC GYMNASIUM SAFETY AND ENHANCEMENT PROJECT 12,000
    BOYS & GIRLS CLUB OF GREATER HOLYOKE INC
    70 NICK COSMOS WAY
    HOLYOKE,MA01040     		  PC HEALTH & SAFETY CAPITAL PROJECT - BATHROOM RENOVATIONS 40,000
    BOYS & GIRLS CLUB OF GREATER WESTFIELD INC
    28 W SILVER ST
    WESTFIELD,MA010860128     		  PC BUILDING FUTURES 40,000
    C-10 RESEARCH & EDUCATION FOUNDATION
    11 CHESTNUT ST
    AMESBURY,MA01913     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000
    CANDID
    32 OLD SLIP 24TH FLOOR
    NEW YORK,NY10005     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CARLSBAD HIGH SCHOOL VOLLEYBALL CLUB
    3557 LANCER WAY
    CARLSBAD,CA92011     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CENTER FOR ECOLOGICAL TECHNOLOGY INC
    112 ELM ST
    PITTSFIELD,MA012016533     		  PC CET STRATEGIC INFORMATION SYSTEMS OVERHAUL 30,000
    CENTER FOR NEW AMERICANS INC
    42 GOTHIC ST
    NORTHAMPTON,MA01060     		  PC UNDOING RACISM 12,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    CHESAPEAKE REGION ACCESSIBLE BOATING INC
    PO BOX 6564
    ANNAPOLIS,MD21403     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    CHILDRENS INSTITUTE INC
    1522 E 102ND ST
    LOS ANGELES,CA90026     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 3,000
    CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
    333 CHRISTAIN ST
    WALLINGFORD,CT06492     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CITYSPACE INC
    43 MAIN ST
    EASTHAMPTON,MA010272255     		  PC CONSTRUCTION AND CAMPAIGN SUPPORT FOR THE OLD TOWN HALL TRANSFORMATION PROJECT 35,000
    CLARKE SCHOOLS FOR HEARING AND SPEECH
    47 ROUND HILL RD
    NORTHHAMPTON,MA01060     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    COLLECTIVE POWER FOR REPRODUCTIVE JUSTICE
    893 WEST STREET
    AMHERST,MA01002     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 4,500
    COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
    333 BRIDGE ST
    SPRINGFIELD,MA01103     		  PC HAMPDEN/HAMPSHIRE SCHOLARSHIP PROGRAM 2021 30,000
    COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
    333 BRIDGE ST
    SPRINGFIELD,MA01103     		  PC DEI CAPACITY BUILDING 13,000
    COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC
    1 SUGARLOAF ST 2ND FLR
    SOUTH DEERFIELD,MA01373     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES INC
    78 POMEROY TERRACE
    NORTHAMPTON,MA010603378     		  PC CUTCHINS THREE RIVERS CIRT 34,000
    DANA HALL SCHOOLS
    45 DANA RD
    WELLESLEY,MA024829010     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED
    948 CONWAY RD
    ASHFIELD,MA013309772     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    DOUGLAS COUNTY EDUCATIONAL FOUNDATION
    620 WILCOX ST
    CASTLE ROCK,CO80104     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    DRAMA STUDIO
    41 OAKLAND ST
    SPRINGFIELD,MA01108     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    DRAMA STUDIO INC
    PO BOX 80892
    SPRINGFIELD,MA011380892     		  PC STABILIZATION FUND 20,000
    DRESS FOR SUCCESS OF WESTERN MASSACHUSETTS INC
    1655 BOSTON RD
    SPRINGFIELD,MA01115     		  PC DIGITAL LITERACY 10,000
    EACH MOMENT WE'RE ALIVE INC
    122 ELY AVE
    WEST SPRINGFIELD,MA01089     		  PC L.A.N.D. LIVING A NEW DAY/ A NEW NORM 4,000
    ELLIE FUND
    200 RESERVOIR ST
    NEEDHAM,MA02494     		  PC INCREASING ACCESS TO BASIC NEEDS FOR BREAST CANCER PATIENTS IN WESTERN MA 15,000
    EMPTY ARMS BEREAVEMENT SUPPORT INC
    140 PINE ST
    FLORENCE,MA01062     		  PC TRAUMA-INFORMED CARE FOR PARENTS AND PROFESSIONALS 5,000
    ENCHANTED CIRCLE INC
    4 OPEN SQUARE WAY
    HOLYOKE,MA01040     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    ENTREPRENEURSHIP FOR ALL INC
    193 HIGH ST
    HOLYOKE,MA01040     		  PC EFORALL / EPARATODOS HOLYOKE BUSINESS ACCELERATOR 20,000
    EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC
    400 SEABROOK RD
    TEQUESTA,FL33469     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FARESTART
    700 VIRGINIA ST
    SEATTLE,WA98101     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FIDELCO GUIDE DOG FOUNDATION INC
    27 CANNON RD
    WILTON,CT06897     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FLORENCE CRITTENTON SERVICES OF COLORADO
    96 S ZUNI ST
    DENVER,CO80223     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FOSTER PARROTS
    35 VERNON ST
    ROCKLAND,MA02370     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FRACTURED ATLASS
    228 PARK AVE S 56651
    NEW YORK,NY10003     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    FRIENDS OF BAYSTATE ACADEMY CHARTER PUBLIC SCHOOL INC
    2001 ROOSEVELT AVE
    SPRINGFIELD,MA01104     		  PC PROJECT LEAD THE WAY AT BAYSTATE ACADEMY CHARTER PUBLIC SCHOOL 15,000
    FUTURE ARTS FOUNDATION
    699 SUNDOWN DRIVE
    LAFAYETTE,CO80026     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    GIRLS INCORPORATED OF THE VALLEY
    6 OPEN SQUARE WAY
    HOLYOKE,MA010405882     		  PC HER FUTURE, OUR FUTURE: THE CAMPAIGN FOR GIRLS INC. OF THE VALLEY 40,000
    GORDON SCHOOL
    45 MAXFIELD AVE
    EAST PROVIDENCE,RI02914     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    GREATER WESTFIELD EMERGENCY FOOD PANTRY INC
    101 MEADOW ST
    WESTFIELD,MA01085     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    GROUNDWORK SOMERVILLE
    337 SOMERVILLE AVE 2B
    SOMERVILLE,MA02143     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 4,000
    GROW FOOD NORTHAMPTON
    221 PINE ST 349
    FLORENCE,MA01062     		  PC FOOD ACCESS FOR ALL 27,500
    GUS GIORDANO JAZZ LEGACY FOUNDATION
    5230 NORTH CLARK STREET
    CHICAGO,IL60640     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    HAMPDEN COUNTY BAR FOUNDATION INC
    50 STATE ST
    SPRINGFIELD,MA01102     		  PC HAMPDEN COUNTY LEGAL CLINIC ("HCLC") 30,000
    HAMPSHIRE COMMUNITY UNITED WAY
    71 KING ST
    NORTHAMPTON,MA010603223     		  PC TECH EQUIPMENT UPGRADE 7,500
    HAMPSHIRE REGIONAL YOUNG MENS CHRISTIAN ASSOCIATION
    286 PROSPECT ST
    NORTHAMPTON,MA010602035     		  PC STRENGTHENING OUR STRUCTURE FOR A BRIGHTER FUTURE EMERGENCY REPAIR PROJECT 35,000
    HEALTH LAW ADVOCATES INC
    1 FEDERAL ST
    BOSTON,MA02110     		  PC MENTAL HEALTH ADVOCACY PROGRAM FOR KIDS - HAMPSHIRE COUNTY 33,000
    HILLTOWN VILLAGE INC
    2 E MAIN ST
    CUMMINGTON,MA01026     		  PC THE VILLAGE CLOSET EMERGENCY RESPONSE 12,000
    HOLYOKE COMMUNITY COLLEGE FOUNDATION INC
    303 HOMESTEAD AVE
    HOLYOKE,MA01040     		  PC RACIAL JUSTICE SUMMER YOUTH PROGRAM 12,500
    HOME CITY DEVELOPMENT
    261 OAK GROVE AVE
    SPRINGFIELD,MA011093330     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    HOPE & COMFORT
    1752 SOMERS POINTS MAYS LANDING RD
    SOMERS POINT,NJ08244     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 3,000
    HUMAN SERVICE FORUM
    100 WHITING FARMS RD 3
    HADLEY,MA01035     		  PC INNOVATION ACCELERATOR 18,000
    HUMAN SERVICE FORUM
    100 WHITING FARMS RD 3
    HOLYOKE,MA01041     		  PC RESPONSIVE CAPACITY BUILDING AND TECHNICAL ASSISTANCE 40,000
    HUMAN SERVICE FORUM
    100 WHITING FARMS RD 3
    HOLYOKE,MA01040     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    JEANNE GEIGER CRISIS CENTER INC
    2 HARRIS STREET
    NEWBURYPORT,MA01950     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    JONATHANS LANDING CARES INC
    16823 CAPTAIN KIRLE DR
    JUPITER,FL33477     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    JUPITER MEDICAL CENTER FOUNDATION INC
    1210 S OLD DIXIE HWY
    JUPITER,FL334587205     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    JUST ROOTS INC
    34 GLENBROOK DR
    GREENFIELD,MA01301     		  PC BUILDING A COMMUNITY FARM HUB AT JUST ROOTS: REVITALIZING GREENFIELDS COMMUNITY FARM TO SUPPORT JUST ACCESS TO LOCAL FOOD 50,000
    KESTREL LAND TRUST
    37 BAY RD
    AMHERST,MA01004     		  PC ANNIVERSARY HILL - SCOTT TOWER PARK EXPANSION PROJECT: 2021 PHASE 1 ACQUISITION & DESIGN, HOLYOKE MA 27,500
    LEADERSHIP PIONEER VALLEY
    1391 MAIN ST 9TH FLOOR
    SPRINGFIELD,MA01105     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    LINK TO LIBRARIES INC
    2 WILBRAHAM RD
    HAMDEN,MA01036     		  PC MULTICULTURAL UNDERSTANDING THROUGH LITERACY 12,500
    LOVIN SPOONFULS INC
    1304 COMMONWEALTH AVE
    BOSTON,MA02134     		  PC LOVIN' SPOONFULS FOOD RESCUE PROGRAM 19,500
    LOWELLS MARITIME FOUNDATION
    459 MAIN STREET
    AMESBURY,MA01913     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    MAKE-IT SPRINGFIELD
    168 WORTHINGTON ST
    SPRINGFIELD,MA01103     		  PC PHASE 1 RENOVATION OF FIRST AND SECOND FLOORS NEW SPACE AT 286 BRIDGE ST 50,000
    MANNA SOUP KITCHEN INC
    48 ELM ST
    NORTHAMPTON,MA01060     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    MASS HUMANITIES
    66 BRIDGE ST
    NORTHAMPTON,MA01060     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    MASSACHUSETTS INTERNATIONAL FESTIVAL OF THE ARTS INC
    56 SUFFOLK ST SUITE 300
    HOLYOKE,MA010405026     		  PC VICTORY THEATRE PROJECT 30,000
    MASSACHUSETTS PUBLIC INTEREST RESEARCH GROUP EDUCATION FUND INC
    294 WASHINGTON ST 500
    BOSTON,MA02108     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD
    995 WORTHINGTON ST
    SPRINGFIELD,MA01109     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    MORGAN MEMORIAL GOODWILL INDUSTRIES INC
    570 COTTAGE ST
    SPRINGFIELD,MA01104     		  PC GOODWILL SPRINGFIELD JOB TRAINING CENTER 37,500
    MOTHER AFRICA
    1209 CENTRAL AVE SOUTH 1120
    KENT,WA98032     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE
    820 PROSPECT HILL RD
    WINDSOR,CT06095     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000
    NATURE CONSERVANCY INC
    99 BEDFORD ST
    BOSTON,MA02111     		  PC LAND ACQUISITION IN THE WESTFIELD RIVER WATERSHED 32,500
    NEW ENGLAND PUBLIC RADIO FOUNDATION INC
    44 HAMPDEN ST
    SPRINGFIELD,MA01103     		  PC AND ANOTHER THING MULTIMEDIA PRODUCTION ASSISTANT 40,000
    NORTHAMPTON CENTER FOR THE ARTS INC
    33 HAWLEY ST
    NORTHAMPTON,MA01060     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500
    NORTHAMPTON COMMUNITY MUSIC CENTER INC
    139 SOUTH ST
    NORTHAMPTON,MA010604017     		  PC 35TH ANNIVERSARY ANNUAL CAMPAIGN 25,000
    NORTHAMPTON PARENTS CENTER INC
    297 MAIN ST
    NORTHAMPTON,MA010603106     		  PC NPC STABILIZATION AND RECOVERY EFFORTS 5,000
    NORTHFIELD MOUNT HERMON SCHOOL
    1 LAMPLIGHTER WAY
    MOUNT HERMON,MA01354     		  PC BEVERIDGE HALL 50,000
    OPEN PANTRY COMMUNITY SERVICE INC
    2460 MAIN ST
    SPRINGFIELD,MA011015127     		  PC EMERGENCY FOOD PANTRY - NEW BOX TRUCK 10,000
    PARENT VILLAGES
    363 BELMONT AVE
    SPRINGFIELD,MA01138     		  PC ORGANIZATIONAL CAPACITY BUILDING 19,000
    PARENT VILLAGES
    363 BELMONT AVE
    SPRINGFIELD,MA01138     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS
    800 AIRPORT BI SUITE 320
    BURLINGAME,CA94010     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    PARTNERS FOR COMMUNITY INC
    11 HAMPDEN ST
    SPRINGFIELD,MA01103     		  PC INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE UPGRADES 49,700
    PIONEER VALLEY REGIONAL VENTURES CENTER INC
    60 CONGRESS ST
    SPRINGFIELD,MA01105     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    PIONEER VALLEY RIVERFRONT CLUB
    121 WEST ST
    SPRINGFIELD,MA01104     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    PLAY ON SHAKESPEARE
    PO BOX 955
    ASHLAND,OR97520     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    PROVISION MINISTRY INC
    7 THOMAS NEWTON DR
    WESTBOROUGH,MA01581     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS
    127 STATE ST 4TH FLOOR
    SPRINGFIELD,MA01104     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    RIDE FOR RACIAL JUSTICE
    18601 GREEN VALLEY RANCH BLVD SUITE
    372
    DENVER,CO80249     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    RISE ABOVE FOUNDATION
    PO BOX 174
    NORTHBRIDGE,MA01534     		  PC WESTERN MA OUTREACH & PROGRAMMING COORDINATOR 18,500
    RIVERSIDE INDUSTRIES INC
    1 COTTAGE ST
    EASTHAMPTON,MA010271672     		  PC RIVERSIDE REBRANDING, WEBSITE DEVELOPMENT AND MEDIA STRATEGY 7,500
    ROBERT F KENNEDY CHILDRENS ACTION CORPS
    120 OLD COMMON RD
    LANCASTER,MA01523     		  PC SUPPORTING SUCCESSFUL TRANSITIONS TO ADULTHOOD THROUGH AN EQUITY LENS 23,000
    ROCKY MOUNTAIN INSTITUTE
    22830 2 RIVERS RD
    BASALT,CO81621     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    RONALD MCDONALD HOUSE OF SPRINGFIELD MASS INC
    34 CHAPIN TERRACE
    SPRINGFIELD,MA011071704     		  PC RENOVATION OF RONALD MCDONALD HOUSE OF SPRINGFIELD - FINAL PHASE: LOWER LEVEL 12,000
    SAINT ANDREW'S EPISCOPAL CHURCH
    335 LONGMEADOW ST
    LONGMEADOW,MA01106     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 3,600
    SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC
    PO BOX 301155
    JAMAICA PLAN,MA021302038     		  PC MENTAL HEALTH AND ECONOMIC PANDEMIC SUPPORT FOR WOMEN 16,000
    SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC
    PO BOX 301155
    JAMAICA PLAN,MA021302038     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    SEVENARS CONCERTS INC
    80 EAST END AVE 3G
    NEW YORK,NY10028     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP
    649 STATE ST
    SPRINGFIELD,MA01109     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500
    SPRINGFIELD RESCUE MISSION INC
    10 MILL ST
    SPRINGFIELD,MA01108     		  PC PICK UP/DELIVERY REFRIGERATED TRUCK PURCHASE 17,000
    SPRINGFIELD SYMPHONY ORCHESTRA
    1441 MAIN ST
    SPRINGFIELD,MA01103     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    ST MATTHEWS CATHOLIC SCHOOL
    1 NOTRE DAME
    SAN MATEO,CA94402     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    STANLEY PARK OF WESTFIELD INC
    400 WESTERN AVE
    WESTFIELD,MA010852521     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    STANLEY PARK OF WESTFIELD INC
    400 WESTERN AVE
    WESTFIELD,MA01086     		  POF "CARILLON TOWER RESTORATION PROJECT" 300,000
    STANLEY PARK OF WESTFIELD INC
    400 WESTERN AVE
    WESTFIELD,MA01806     		  PC GENERAL OPERATING SUPPORT 758,916
    SUICIDE PREVENTION PARTNERSHIP PEAK REGION
    704 TEJON ST
    COLORADO SPRINGS,CO80903     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    TEACH WESTERN MASS
    754 MAIN ST
    SPRINGFIELD,MA01109     		  PC STRATEGIC AND BUSINESS PLANNING 50,000
    TECH FOUNDRY INC
    1391 MAIN ST FLOOR 9
    SPRINGFIELD,MA01103     		  PC TECH FOUNDRY - EVOLUTION 32,000
    THE FOOD BANK OF WESTERN MASSACHUSETTS INC
    97 N HATFILED RD
    HATFIELD,MA010380160     		  PC STRENGTHENING THE EMERGENCY FOOD DISTRIBUTION SYSTEM 37,500
    THE PETEY GREENE PROGRAM
    22 STOCKTON ST
    PRINCETON,NJ08540     		  PC PILOTING BLENDED LEARNING PROGRAMS FOR JUSTICE-INVOLVED STUDENTS 34,414
    THE PETEY GREENE PROGRAM
    22 STOCKTON ST
    PRINCETON,NJ08540     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH ST STE 700
    BOSTON,MA021112679     		  PC EMBEDDING CRITICAL INFRASTRUCTURE 5,000
    TREEHOUSE FOUNDATION INC
    1 TREEHOUSE CIR
    EASTHAMPTON,MA010272175     		  PC SUSTAINABILITY - MEETING OUR MISSION IN THE FUTURE 40,000
    TREEHOUSE FOUNDATION INC
    1 TREEHOUSE CIR
    EASTHAMPTON,MA01027     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    TRUSTEES OF TUFTS COLLEGE
    80 GEORGE ST
    SOMERVILLE,MA02144     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 3,900
    TRUSTEES OF WESTMINSTER SCHOOL INC
    955 HOPMEADOW ST
    SIMSBURY,CT06070     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    U S S MASS MEMORIAL COMMITTEE INC
    5 BATTLESHIP COVE
    FALL RIVER,MA02722     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    UNIVERSITY SCHOOL
    2785 SOM CENTER RD
    HUNTING VALLEY,OH44022     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000
    VALLEY EYE RADIO
    1 FEDERAL ST BLDG 101
    SPRINGFIELD,MA01105     		  PC NEW BROADCAST TECHNOLOGY FOR VALLEY EYE RADIO (VER) 9,200
    VALLEY EYE RADIO
    1 FEDERAL ST BLDG 101
    SPRINGFIELD,MA01105     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    WADE INSTITUTE FOR SCIENCE EDUCATION
    1354 HANCOCK ST 302
    QUINCY,MA02169     		  PC RIVERS TO RANGE: EXPLORING THE PIONEER VALLEY (INTEGRATING SCIENCE AND MATH) 8,000
    WASHINGTON WOMEN'S FOUNDATION
    2100 24TH AVERNUE S 330
    SEATTLE,WA98144     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    WELCOME PROJECT
    3606 S MALTA CT
    AURORA,CO80013     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 3,000
    WESTERN NEW ENGLAND UNIVERSITY
    1215 WILBRAHAM RD
    SPRINGFIELD,MA01119     		  PC FRANK STANLEY BEVERIDGE ENDOWED SCHOLARSHIP 50,000
    WESTFIELD ON WEEKENDS INC
    59 COURT ST
    WESTFIELD,MA01085     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    WILLIE ROSS SCHOOL FOR THE DEAF INC
    32 NORWAY AVE
    LONGMEADOW,MA01106     		  PC CEASD ACCREDITATION PROJECT 25,000
    WOLVERINE FARM PUBLISHING
    316 WILLOW ST
    FORT COLLINS,CO80524     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
    WOMENS FUND OF WESTERN MASSACHUSETTS
    1350 MAIN ST SUITE 1006
    SPRINGFIELD,MA01103     		  PC 2021 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500
    YMCA OF GREATER WESTFIELD INC
    67 COURT ST
    WESTFIELD,MA01085     		  PC POOL REPAIRS AND LOCKER ROOM RENOVATIONS 45,000
    Total .................................bullet 3a 2,995,730
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 6,034,479  
    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 8,082,831 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,082,831
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 73,688 37,301 0 36,387

    TY 2021 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 8,307,342 8,307,342

    TY 2021 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 40,065,367 40,065,367

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    US Government Securities - End of Year Book Value:

    5,167,571
    US Government Securities - End of Year Fair Market Value:

    5,167,571
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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 15,761,314 15,761,314

    TY 2021 LegalFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 10,009 1,988 0 8,021


    TY 2021 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 72,331 76,286 76,286
    PROGRAM-RELATED INVESTMENTS 64,594 140,644 140,644


    TY 2021 OtherDecreasesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Amount
    DEFERRED TAX ASSET 4,000


    TY 2021 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 22,714 4,724 0 17,990
    OTHER 34,392 8,235 0 26,157


    TY 2021 OtherIncomeSchedule2
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 8,629 8,629  


    TY 2021 OtherIncreasesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Amount
    UNREALIZED GAINS 190,189


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 210,000 214,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER 463,689 415,730 0 47,959


    TY 2021 TaxesSchedule
    Name:
    THE BEVERIDGE FAMILY FOUNDATION
    EIN:
    31-1698286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 61,173 0 0 0
    FOREIGN TAXES 32,372 32,372 0 0