Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$56,758,354J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,203,839 1,203,839  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,063,826
b Gross sales price for all assets on line 6a 25,353,860
7 Capital gain net income (from Part IV, line 2)... 1,063,826
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
List of Attached Documents:
// Content
2,163 2,163 0
12 Total. Add lines 1 through 11........ 2,269,828 2,269,828 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 231,442 48,040 0 183,402
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 12,122 2,521 0 9,601
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
17,940 13,065 0 4,875
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
76,928 40,236 0 36,692
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
397,165 365,499 0 31,666
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
150,163 32,121 0 0
19 Depreciation (attach schedule) and depletion... 7,652 0 0
20 Occupancy.............. 17,304 4,741 0 12,563
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
80,724 16,337 0 64,387
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 991,440 522,560 0 343,186
25 Contributions, gifts, grants paid....... 2,571,596 2,571,596
26 Total expenses and disbursements. Add lines 24 and 25 3,563,036 522,560 0 2,914,782
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,293,208
b Net investment income (if negative, enter -0-) 1,747,268
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 1,697,042 1,759,561 1,759,561
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 14,572 62,918 62,918
10a Investments—U.S. and state government obligations (attach schedule) 5,167,571 Click to see attachment
List of Attached Documents:
// Content
5,155,218 		5,155,218
b Investments—corporate stock (attach schedule)....... 40,065,367 Click to see attachment
List of Attached Documents:
// Content
30,650,424 		30,650,424
c Investments—corporate bonds (attach schedule)....... 8,307,342 Click to see attachment
List of Attached Documents:
// Content
6,356,793 		6,356,793
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 15,761,314 Click to see attachment
List of Attached Documents:
// Content
12,398,367 		12,398,367
14 Land, buildings, and equipment: basis right arrow44,962
Less: accumulated depreciation (attach schedule) right arrow37,585 12,587 7,377 7,377
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
216,930 		Click to see attachment
List of Attached Documents:
// Content
367,696 		Click to see attachment
List of Attached Documents:
// Content
367,696
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 71,242,725 56,758,354 56,758,354
Liabilities 17 Accounts payable and accrued expenses.......... 34,817 46,693
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
214,000 		Click to see attachment
List of Attached Documents:
// Content
30,000
23 Total liabilities (add lines 17 through 22)......... 248,817 76,693
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 52,439,695 41,903,245
25 Net assets with donor restrictions............ 18,554,213 14,778,416
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 70,993,908 56,681,661
30 Total liabilities and net assets/fund balances (see instructions). 71,242,725 56,758,354
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
70,993,908
2
Enter amount from Part I, line 27a .....................
2
-1,293,208
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
238,010
4
Add lines 1, 2, and 3 ..........................
4
69,938,710
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
13,257,049
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
56,681,661
Form 990-PF (2022)
Form 990-PF (2022)
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 25,353,860   24,290,034 1,063,826
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,063,826
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 1,063,826
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 24,287
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 24,287
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 24,287
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 78,510
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 78,510
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 54,223
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow54,223 Refundedright arrow 11 0
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.BEVERIDGE.ORG
14
The books are in care ofright arrowGMA FOUNDATIONS Telephone no.right arrow (617) 426-7080

Located atright arrow2 LIBERTY SQUARE STE 500BOSTONMA ZIP+4right arrow02109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 		194,000 37,442 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 CO-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 CO-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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
CAPITAL GROUP INVESTMENT MANAGEMENT 86,575
5300 ROBIN HOOD RD
NORFOLK,VA23513
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
57,687,184
b
Average of monthly cash balances.......................
1b
2,086,816
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
59,774,000
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
59,774,000
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
896,610
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
58,877,390
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,943,870
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
2,943,870
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
24,287
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,287
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,919,583
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,919,583
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
2,919,583
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
2,914,782
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,914,782
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,919,583
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021...... 33,944
f Total of lines 3a through e ........ 33,944
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,914,782
a Applied to 2021, 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 2022 distributable amount..... 2,914,782
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 4,801 4,801
(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 29,143
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		29,143
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021.... 29,143
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

AMELIA PARK CHILDREN'S MUSEUM

29 SOUTH BROAD STREET
WESTFIELD,MA010860931 		  PC THE PIGGY BANK, A FINANCIAL LITERACY PROJECT/PROGRAM 11,500

AMERICAN RED CROSS OF WESTERN MASSACHUSETTS

150 BROOKDALE DRIVE
SPRINGFIELD,MA01104 		  PC BUILDING BLOOD COLLECTION CAPACITY WITH NEW EQUIPMENT 10,000

BAY PATH UNIVERSITY

588 LONGMEADOW ST
LONGMEADOW,MA01106 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

BAYSTATE MEDICAL CENTER

759 CHESTNUT ST
SPRINGFIELD,MA01199 		  PC DIGITAL SKILLS INITIATIVE (DSI) 25,000

BLUES TO GREEN

PO BOX 51
SPRINGFIELD,MA01101 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

C-10 RESEARCH & EDUCATION FOUNDATION

11 CHESTNUT STREET
AMESBURY,MA01913 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CARLSBAD HIGH SCHOOL VOLLEYBALL CLUB

1910 HOTEL PLAZA BLVD
ORLANDO,FL32830 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CATIE'S CLOSET INC

19 SCHOOL STREET
DRACUT,MA01826 		  PC CATIE'S CLOSET NEXT STEPS: MEETING THE NEEDS OF HAMPDEN COUNTY 40,000

CENTER FOR HUMAN DEVELOPMENT

332 BIRNIE AVE
SPRINGFIELD,MA01107 		  PC TMS CLINIC FOR UNDERSERVED POPULATIONS 38,500

CENTRAL BAPTIST CHURCH

PO BOX 95
WESTFIELD,MA010863808 		  PC CBC PUBLIC ACCESS PROJECT 30,000

CHIEF SEATTLE CLUB INC

410 SECOND AVENUE EXTENSION SOUTH
SEATTLE,WA98104 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CHOATE ROSEMARY HALL FOUNDATION

333 CHRISTIAN ST
WALLINGFORD,CT06492 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CHRISTINA'S HOUSE INC

38 MADISON AVENUE
SPRINGFIELD,MA01105 		  PC CAPACITY BUILDING FOR CHRISTINA'S HOUSE 45,000

CISA (COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE)

1 SUGARLOAF STREET
SOUTH DEERFIELD,MA01373 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CLARKE SCHOOL FOR THE DEAF

45 ROUND HILL RD
NORTHAMPTON,MA01060 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CLEAN WATER FUND

160 MAIN ST
NORTHAMPTON,MA00160 		  PC LAYING A SAFE FOUNDATION FOR DRINKING WATER IN WESTERN MASSACHUSETTS 12,500

COMMONWEALTH GRANTWORKS FOUNDATION

44 POMEROY MEADOW ROAD
SOUTHAMPTON,MA01073 		  PC CWGW OPERATING COSTS 1,000

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

333 BRIDGE ST
SPRINGFIELD,MA01103 		  PC HAMPSHIRE HAMPDEN SCHOLARSHIP 30,000

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

333 BRIDGE ST
SPRINGFIELD,MA01103 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

DISCOVERING JUSTICE

300 STATE STREET
SPRINGFIELD,MA01105 		  PC MOCK TRIAL AND MOCK APPEAL IN SPRINGFIELD, MA 6,200

DOMUS INCORPORATED

4 SCHOOL ST
WESTFIELD,MA01085 		  PC WESTFIELD COMMUNITY EDUCATION 10,000

DOUBLE EDGE THEATRE PRODUCTIONS INC

948 CONWAY RD
ASHFIELD,MA01330 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

DOUBLE EDGE THEATRE PRODUCTIONS INC

948 CONWAY ROAD
ASHFIELD,MA01330 		  PC CAPACITY BUILDING - PARTNERSHIPS & RESIDENCIES 45,000

DRAMA STUDIO INC

41 OAKLAND ST
SPRINGFIELD,MA01108 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

DRUG STORY THEATER

PO BOX 102
MARSHFIELD HILLS,MA020510102 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

EASTHAMPTON LEARNING FOUNDATION

PO BOX 1100
EASTHAMPTON,MA01027 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

EASTHAMPTON NEIGHBORS

POST OFFICE BOX 1066
EASTHAMPTON,MA01027 		  PC PIONEER VALLEY MEMORY CARE INITIATIVE (PVMCI) COLLABORATION 3,500

AMHERST COLLEGE TRUSTEES

280 MAIN STREET
AMHERST,MA01002 		  PC EMILY DICKENSON MUSEUM 2022 TELL IT SLANT POETRY FESTIVAL 18,000

EPISCOPAL CHURCH OF THE ATONEMENT

36 COURT STREET
WESTFIELD,MA01085 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

EPISCOPAL CHURCH OF THE GOOD SHEPHERD

400 SEABROOK RD
JUPITER,FL33469 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

FAMILIES FIRST

1350 MAIN STREET SUITE 1006
SPRINGFIELD,MA01103 		  PC POWER OF PARENTING AND PARENT LEADERSHIP PROGRAM 45,000

FARESTART

700 VIRGINIA ST
SEATTLE,WA98101 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

FIDELCO GUIDE DOG FOUNDATION

103 VISION WAY
BLOOMFIELD,CT06002 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

FOSTER PARROTS LTD

PO BOX 34
HOPE VALLEY,RI02832 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 2,400

FRACTURED ATLAS

154 LINCOLN STREET
AMHERST,MA01002 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

FRIENDS OF CHILDREN INC

241 KING STREET SUITE 227
NORTHAMPTON,MA01060 		  PC FOCUS: FOSTER FUTURES 30,000

FRIENDS OF THE JONES LIBRARY

43 AMITY STREET
AMHERST,MA01002 		  PC JONES LIBRARY EXPANSION & RESTORATION PROJECT 46,000

FRIENDS OF THE LITTLETON LIBRARY AND MUSEUM INC

6014 S DATURA ST
LITTLETON,CO80120 		  SO III NFI 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

FUTURE ARTS FOUNDATION

699 SUNDOWN DR
LAFAYETTE,CO80026 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THIRD SECTOR NEW ENGLAND INC DBA TSNE MISSIONWORKS

89 SOUTH STREET NO 70
BOSTON,MA02111 		  PC GARDENING THE COMMUNITY, URBAN AGRICULTURE SOCIAL ENTERPRISE DEVELOPMENT 40,000

GIRLS ON THE RUN WESTERN MA

16 CENTER ST SUITE 318
NORTHAMPTON,MA01060 		  PC PROGRAM EXPANSION AND CAMP GOTR 23,000

GLOBAL GLIMPSE

144 2ND STREET
SAN FRANCISCO,CA941053716 		  PC GLOBAL GLIMPSE WESTERN MASSACHUSETTS PROGRAM 30,000

GORDON SCHOOL

45 MAXFIELD AVE
EAST PROVIDENCE,RI02914 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GREATER SPRINGFIELD HABITAT FOR HUMANITY

268 COLD SPRING AVENUE
WEST SPRINGFIELD,MA01089 		  PC CONSTRUCTION SERVICES - HOMEOWNERSHIP AND HOME PRESERVATION 38,000

GREATER WESTFIELD EMERGENCY FOOD PANTRY

101 MEADOW ST
WESTFIELD,MA01085 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GROW FOOD NORTHAMPTON

221 PINE STREET 349
FLORENCE,MA01062 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GUS GIORDANO JAZZ LEGACY FOUNDATION

5230 N CLARK STREET
CHICAGO,IL60640 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

HATHAWAY BROWN SCHOOL

19600 N PARK BLVD
SHAKER HEIGHTS,OH44122 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

HAYDENVILLE CONGREGATIONAL CHURCH

143 MAIN ST
HAYDENVILLE,MA01039 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

HEALING RACISM INSTITUTE

ONE MONARCH PLACE SUITE 1300
SPRINGFIELD,MA01144 		  PC HEALING RACISM INSTITUTE FACILITATOR TRAINING 20,000

HIGH FIVES FOUNDATION

10775 PIONEER TRAIL 108
TRUCKEE,CA96161 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

HILLTOWN LAND TRUST INC

BOX 226 11 NORTH STREET
WILLIAMSBURG,MA01096 		  PC LAND CONSERVATION FOR ALL 31,000

HISTORIC NORTHAMPTON

46 BRIDGE STREET
NORTHAMPTON,MA01060 		  PC SHEPHERD BARN RESTORATION PROJECT 40,000

HOLYOKE HEALTH CENTER

230 MAPLE ST
HOLYOKE,MA01040 		  PC IMPROVING HEALTH SERVICES FOR A LOW INCOME POPULATION 40,000

HOLYOKE YOUNG MEN'S CHRISTIAN ASSOCIATION (HOLYOKE YMCA)

171 PINE STREET
HOLYOKE,MA01040 		  PC HOLYOKE YMCA ROOF REPAIR PROJECT 27,000

HOMEWORK HOUSE INC

54 NORTH SUMMER ST
HOLYOKE,MA01040 		  PC A HOME FOR THE FUTURE 20,400

HOPE AND COMFORT INC

659 HIGHLAND AVE
NEEDHAM,MA02494 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

HUMAN DEVELOPMENT CORPORATION

664 E CENTRAL AVE
EDGEWATER,MD21037 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

HUMAN SERVICE FORUM

PO BOX 366
HOLYOKE,MA01041 		  PC CATCHAFIRE 50,000

HUMAN SERVICE FORUM

PO BOX 366
HOLYOKE,MA01041 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

INSIGHT PRODUCTIONS INC

742 HICKORY RIDGE RD
PUTNEY,VT05346 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

INTERNATIONAL LANGUAGE INSTITUTE OF MASSACHUSETTS

25 NEW SOUTH STREET
NORTHAMPTON,MA01060 		  PC REBUILDING ILI WITH A RESTRUCTURED WEBSITE 7,000

JEANNE GEIGER CRISIS CENTER INC

2 HARRIS STREET
NEWBURYPORT,MA01950 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS

1500 MAIN STREET SUITE 217
SPRINGFIELD,MA01115 		  PC JA CAREER, LEADERSHIP, INNOVATION CENTER (CLIC) CONSTRUCTION 41,000

JUPITER MEDICAL CENTER FOUNDATION

1210 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL33458 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

LEADERSHIP PIONEER VALLEY

1391 MAIN ST FL 9
SPRINGFIELD,MA01103 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

LOWELLS MARITIME FOUNDATION

459 MAIN ST
AMESBURY,MA01913 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

LUCY'S LOVE BUS

PO BOX 464
AMESBURY,MA01913 		  PC ART THERAPY AT THE HEALING ROOM AT BAYSTATE CHILDRENS HOSPITAL 7,500

LUDLOW COMMUNITY CENTERRANDALL BOYS & GIRLS CLUB

91 CLAUDIAS WAY
LUDLOW,MA01056 		  PC USABLE SPACE EXPANSION PROJECT 35,000

MARTIN LUTHER KING JR FAMILY SERVICES

106 WILBRAHAM ROAD
SPRINGFIELD,MA01109 		  PC CAPACITY BUILDING LEADERSHIP TRANSITION 50,000

MASSACHUSETTS 4-H FOUNDATION INC

1671 WORCESTER ROAD SUITE 403
FRAMINGHAM,MA01701 		  PC 4-H STEAM 8,200

MASSACHUSETTS ADOPTION RESOURCE EXCHANGE (MARE)

19 NEEDHAM ST SUITE 206
NEWTON,MA02461 		  PC FINDING PERMANENT, LOVING FAMILIES FOR WAITING FOSTER YOUTH IN WESTERN MASSACHUSETTS 20,500

MAY INSTITUTE

41 PACELLA PARKE DRIVE
RANDOLPH,MA02368 		  PC LITERACY INITIATIVE AT THE MAY CENTER SCHOOL FOR AUTISM & DEVELOPMENTAL DISABILITIES 17,500

MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD

995 WORTHINGTON STREET
SPRINGFIELD,MA01101 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

NORTH EAST SUSTAINABLE ENERGY ASSOC

20 FEDERAL STREET SUITE 8
GREENFIELD,MA01301 		  PC F/B/O COOLER COMMUNITIES 12,500

NORTHAMPTON JAZZ FESTIVAL INC

PO BOX 631
NORTHAMPTON,MA01061 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

NORTHFIELD MOUNT HERMON SCHOOL

ONE LAMPLIGHTER WAY
MOUNT HERMON,MA01354 		  PC FRANK STANLEY BEVERIDGE SCHOLARSHIP FUND - ENDOWED FINANCIAL AID 50,000

NUESTRAS RAICES

329 MAIN STREET
HOLYOKE,MA01040 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SOCIAL GOOD FUND

500 BEECH ST
HOLYOKE,MA01040 		  PC PA'LANTE RESTORATIVE JUSTICE PROGRAM YOUTH LEADERSHIP HUB 44,000

PARENT-TEACHER ORGANIZATION OF JOHN F KENNEDY MIDDLE SCHOOL INC

100 BRIDGE RD
FLORENCE,MA01062 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS

800 AIRPORT BLVD SUITE 320
BURLINGAME,CA94010 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PHOENIX CHARTER ACADEMY FOUNDATION

175 HAWTHORNE STREET
CHELSEA,MA02150 		  SO I BUILDING 21ST CENTURY COMMUNICATIONS AND RECRUITMENT CAPACITY 8,200

PIONEER VALLEY POWER PACKS INC

73 BARRETT ST APT 3076
NORTHAMPTON,MA01060 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PIONEER VALLEY REGIONAL VENTURES CENTER

60 CONGRESS ST
SPRINGFIELD,MA01104 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PIONEER VALLEY RIVERFRONT CLUB INC

PO BOX 3123
SPRINGFIELD,MA01101 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PIONEER VALLEY WORKERS CENTER

5 WARFIELD PLACE
NORTHAMPTON,MA01060 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC

1055 COMMONWEALTH AVENUE
BOSTON,MA02215 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION INC

115 KEATING DR
BELLE CHASSE,LA70037 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

PROVISION MINISTRY INC

7 THOMAS NEWTON DR
WESTBOROUGH,MA01581 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PROVISION MINISTRY INC

7 THOMAS NEWTON DRIVE
WESTBORO,MA01581 		  PC DISTRIBUTING FOOD & BASIC ESSENTIALS IN HAMPDEN COUNTY 35,000

RAINIER VALLEY CORPS

1225 S WELLER ST SUITE 400
SEATTLE,WA98144 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

REVITALIZE COMMUNITY DEVELOPMENT CORPORATION

1145 MAIN STREET SUITE 107
SPRINGFIELD,MA01103 		  PC AGE IN PLACE HOME MODIFICATIONS & EDUCATION FOR OLDER ADULTS 40,000

RIDE FOR RACIAL JUSTICE

18601 GREEN VALLEY RANCH BLVD
DENVER,CO80249 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 20,000

RIVER EAST SCHOOL TO CAREER

1455 MAIN STREET
PALMER,MA01069 		  PC CAREER EXPLORATION FAIRS FOR HIGH SCHOOL STUDENTS 2,000

ROCA INC

101 PARK STREET
CHELSEA,MA02150 		  PC ROCA HOLYOKE HIGH RISK YOUTH INTERVENTION MODEL 28,000

SECOND CHANCE ANIMAL SERVICES INC

111 YOUNG RD
EAST BROOKFIELD,MA01515 		  PC HOMEBOUND TO THE RESCUE/MOBILE VACCINE CLINICS IN SPRINGFIELD AREA 20,500

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

PO BOX 301155
JAMAICA PLAIN,MA02130 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SELF-EVIDENT EDUCATION INC

156 OVERLOOK DR
FLORENCE,MA01062 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SEVENARS CONCERTS INC

C/O R SCHRADE 80 EAST END AVENUE RO
NEW YORK,NY10028 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP

649 STATE ST
SPRINGFIELD,MA01109 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

SPECIAL OLYMPICS MASSACHUSETTS

512 FOREST STREET
MARLBOROUGH,MA01752 		  PC SPECIAL OLYMPICS HAMPDEN & HAMPSHIRE COUNTIES 32,000

SPRINGFIELD CHAPTER AMERICAN GUILD OF ORGANISTS

27 CARRIAGE LN
WESTFIELD,MA01085 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1,600

SPRINGFIELD SYMPHONY ORCHESTRA

1441 MAIN ST
SPRINGFIELD,MA01103 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

STANLEY PARK OF WESTFIELD INC

400 WESTERN AVE
WESTFIELD,MA01086 		  EOF 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

STANLEY PARK OF WESTFIELD INC

400 WESTERN AVE
WESTFIELD,MA01086 		  EOF GENERAL OPERATING SUPPORT 816,096

AMHERST BALLET THEATRE COMPANY INC

29 STRONG ST
AMHERST,MA01002 		  PC EMERGENCY FUNDS, AMHERST BALLET 8,500

THE CARE CENTER

247 CABOT STREET
HOLYOKE,MA010403927 		  PC BARD MICROCOLLEGE HOLYOKE 44,000

THE HOSPICE FOUNDATION

5315 TORRANCE BLVD SUITE B-1
TORRANCE,CA90503 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THE KISTNER FOUNDATION DBA RED GATE FARM

4 NORMAN ROAD
ASHFIELD,MA01330 		  PC FARMING FOR THEIR FUTURE - A CAPITAL CAMPAIGN 45,000

THE PERFORMANCE PROJECT

1365 MAIN STREET
SPRINGFIELD,MA01103 		  PC THE PERFORMANCE PROJECT: HOME BASE 22,500

THE WILD ANIMAL SANCTUARY

1946 COUNTY ROAD 53
KEENESBURG,CO80643 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA900889389 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

TREEHOUSE FOUNDATION INC

ONE TREEHOUSE CIRCLE
EASTHAMPTON,MA01027 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

TRUSTEES OF TUFTS COLLEGE

BALLOU HALL
MEDFORD,MA02155 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

USS MASS MEMORIAL COMMITTEE INC

BATTLESHIP COVE 5 WATER STREET
FALL RIVER,MA027211540 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

VALLEY EYE RADIO

44 HAMPDEN STREET
SPRINGFIELD,MA01103 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

AMALGAMATED CHARITABLE FOUNDATION INC

1825 K ST NW
WASHINGTON,DC20006 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

WESTFIELD ON WEEKENDS

105 ELM ST
WESTFIELD,MA01085 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

WOMEN'S FUND OF WESTERN MASSACHUSETTS

1350 MAIN STREET SUITE 1006
SPRINGFIELD,MA01103 		  PC STATUS REPORT FOR WOMEN & GIRLS IN WESTERN MASSACHUSETTS 12,000

WORK OPPORTUNITY CENTER INC

94 NORTH ELM ST SUITE 104
WESTFIELD,MA01085 		  PC WHEELCHAIR VAN 8,000

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC 2022 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
Total .................................right arrow 3a 2,571,596
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 1,203,839  
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 2,163  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,063,826  
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 2,269,828 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,269,828
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 76,928 40,236 0 36,692

TY 2022 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 6,356,793 6,356,793

TY 2022 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 30,650,424 30,650,424

TY 2022 InvestmentsGovtObligationsSch
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
US Government Securities - End of Year Book Value:

5,155,218
US Government Securities - End of Year Fair Market Value:

5,155,218
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 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 12,398,367 12,398,367

TY 2022 LegalFeesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 17,940 13,065 0 4,875


TY 2022 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 76,286 76,002 76,002
PROGRAM-RELATED INVESTMENTS 140,644 291,694 291,694


TY 2022 OtherDecreasesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Amount
UNREALIZED LOSSES 13,257,049


TY 2022 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 42,529 8,904 0 33,625
OTHER 38,195 7,433 0 30,762


TY 2022 OtherIncomeSchedule2
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 2,163 2,163  


TY 2022 OtherIncreasesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Amount
DEFERRED TAX ASSET 238,010


TY 2022 OtherLiabilitiesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 214,000 30,000


TY 2022 OtherProfessionalFeesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER 38,251 6,585 0 31,666
INVESTMENT MANAGEMENT 358,914 358,914 0 0


TY 2022 TaxesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 118,042 0 0 0
FOREIGN TAXES 32,121 32,121 0 0