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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$60,560,634J 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... 1,462,069 1,462,069  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 280,516
b Gross sales price for all assets on line 6a 23,010,848
7 Capital gain net income (from Part IV, line 2)... 280,516
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
22,134 22,134 0
12 Total. Add lines 1 through 11........ 1,764,719 1,764,719 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 238,600 47,702 0 190,898
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 13,024 2,605 0 10,419
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,671 4,241 0 12,430
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
81,672 45,335 0 36,337
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
382,983 334,341 0 48,642
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,266 30,266 0 0
19 Depreciation (attach schedule) and depletion... 4,795 0 0
20 Occupancy.............. 17,304 3,461 0 13,843
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
178,028 98,751 0 79,277
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 963,343 566,702 0 391,846
25 Contributions, gifts, grants paid....... 2,429,910 2,429,910
26 Total expenses and disbursements. Add lines 24 and 25 3,393,253 566,702 0 2,821,756
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,628,534
b Net investment income (if negative, enter -0-) 1,198,017
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 1,759,561 2,242,110 2,242,110
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.......... 62,918 45,517 45,517
10a Investments—U.S. and state government obligations (attach schedule) 5,155,218 Click to see attachment
List of Attached Documents:
// Content
3,080,098 		3,080,098
b Investments—corporate stock (attach schedule)....... 30,650,424 Click to see attachment
List of Attached Documents:
// Content
32,822,743 		32,822,743
c Investments—corporate bonds (attach schedule)....... 6,356,793 Click to see attachment
List of Attached Documents:
// Content
11,624,090 		11,624,090
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).......... 12,398,367 Click to see attachment
List of Attached Documents:
// Content
9,922,036 		9,922,036
14 Land, buildings, and equipment: basis right arrow44,693
Less: accumulated depreciation (attach schedule) right arrow41,280 7,377 3,413 3,413
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
367,696 		Click to see attachment
List of Attached Documents:
// Content
820,627 		Click to see attachment
List of Attached Documents:
// Content
820,627
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 56,758,354 60,560,634 60,560,634
Liabilities 17 Accounts payable and accrued expenses.......... 46,693 137,009
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
30,000 		Click to see attachment
List of Attached Documents:
// Content
103,000
23 Total liabilities (add lines 17 through 22)......... 76,693 240,009
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........... 41,903,245 44,602,366
25 Net assets with donor restrictions............ 14,778,416 15,718,259
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)..... 56,681,661 60,320,625
30 Total liabilities and net assets/fund balances (see instructions). 56,758,354 60,560,634
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
56,681,661
2
Enter amount from Part I, line 27a .....................
2
-1,628,534
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,357,998
4
Add lines 1, 2, and 3 ..........................
4
60,411,125
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
90,500
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
60,320,625
Form 990-PF (2023)
Form 990-PF (2023)
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 23,010,848   22,730,332 280,516
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       280,516
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 2 280,516
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 16,652
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 16,652
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 16,652
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 54,223
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 54,223
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.......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 37,571
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow37,571 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 		200,000 38,600 0
3 UPLAND LANE
WEST NEWBURY,MA01985
PHILIP CASWELL III 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
FREDERICK WILLIAM STECHER TREASURER
1.00 		0 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
JONATHAN CASWELL 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 (2023)
Form 990-PF (2023)
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 76,779
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 (2023)
Form 990-PF (2023)
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
56,009,664
b
Average of monthly cash balances.......................
1b
1,900,523
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
57,910,187
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
57,910,187
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
868,653
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
57,041,534
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,852,077
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
2,852,077
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
16,652
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,652
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,835,425
4
Recoveries of amounts treated as qualifying distributions................
4
20,000
5
Add lines 3 and 4............................
5
2,855,425
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
2,855,425
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
2,821,756
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
2,821,756
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,855,425
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 29,143
e From 2022......  
f Total of lines 3a through e ........ 29,143
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,821,756
a Applied to 2022, 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 2023 distributable amount..... 2,821,756
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 29,143 29,143
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		4,526
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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 AOK COMMUNITY CLOSET EXPANSION 17,200

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE

PO BOX 301155
JAMAICA PLAIN,MA02130 		  PC SELF ESTEEM ONLINE PROGRAM DEVELOPMENT: PIONEER VALLEY 10,000

SAFE PASSAGE

76 CARLON DR
NORTHAMPTON,MA01060 		  PC HOUSING AND ECONOMIC EMPOWERMENT INITIATIVE 32,000

RISE ABOVE FOUNDATION

PO BOX 174
NORTHBRIDGE,MA01534 		  PC WESTERN MA OUTREACH & PROGRAM GROWTH 40,000

RESOURCE ORGANIZING PROJECT (FISCALLY SPONSORED BY RESIST INC)

PO BOX 301240
BOSTON,MA02130 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

RAISING A READER MASSACHUSETTS (RAR-MA)

3 SCHOOL ST 3RD FLOOR
BOSTON,MA02108 		  PC RAISING A READER MASSACHUSETTS (RAR-MA) PIONEER VALLEY 20,000

QUABOAG HILLS COMMUNITY COALITION

97 CHURCH ST
WARE,MA01082 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PROVISION MINISTRY

7 THOMAS NEWTON DRIVE
WESTBORO,MA01581 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION INC

115 KEATING DRIVE
BELLE CHASSE,LA70037 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PIONEER VALLEY RIVERFRONT CLUB INC

PO BOX 3123
SPRINGFIELD,MA01101 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PIONEER VALLEY REGIONAL VENTURES CENTER INC

60 CONGRESS ST - FLOOR 1
SPRINGFIELD,MA01104 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PIONEER VALLEY POWER PACKS INC

128 MAIN ST
EASTHAMPTON,MA01027 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PIONEER VALLEY BALLET

116 PLEASANT ST 155
EASTHAMPTON,MA01027 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

PEACE DEVELOPMENT FUND

PO BOX 1280
AMHERST,MA01004 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

SELF-EVIDENT EDUCATION INC

156 OVERLOOK DRIVE
FLORENCE,MA01062 		  PC SELF-EVIDENT TOGETHER 25,000

PARTNERS FOR A HEALTHIER COMMUNITY INC DBA PUBLIC HEALTH INSTITUTE OF WES

127 STATE STREET 4TH FLOOR
SPRINGFIELD,MA01103 		  PC HEATH EQUITY - DATA TO POLICY ACTION 45,000

PARENT VILLAGES INC

32 HAMPDEN ST RIGHT FL 3
SPRINGFIELD,MA01103 		  PC VILLAGE BUILDERS 35,000

PAN-MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000

ONE FAMILY INC

423 WEST BROADWAY SUITE 402
BOSTON,MA02127 		  PC ONE FAMILY SCHOLARS 10,000

ONE CAN HELP INC

PO BOX 55
NEWTON,MA02468 		  PC PROVIDING THE MISSING RESOURCES UNDERSERVED CHILDREN & FAMILIES INVOLVED WITH THE JUVENILE COURTS OR DEPARTMENT OF CHILDREN AND FAMILIES (DCF) NEED TO SUCCEED. 20,000

NORTHFIELD MOUNT HERMON SCHOOL

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

NORTHAMPTON SURVIVAL CENTER

265 PROSPECT STREET
NORTHAMPTON,MA01060 		  PC INTEGRATED AND EXPANDED FOOD DELIVERY PROGRAM 35,000

NORTHAMPTON JAZZ FESTIVAL INC

PO BOX 631
NORTHAMPTON,MA01061 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

NORTHAMPTON COMMUNITY MUSIC CENTER

139 SOUTH STREET
NORTHAMPTON,MA01060 		  PC ANNUAL CAMPAIGN 20,000

NORCAL SPINAL CORD INJURY FOUNDATION

696 N SANTA CRUZ AVE
LOS GATOS,CA95030 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

NOCO PEER RECOVERY

2502 DOWNS WAY
FORT COLLINS,CO80526 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE

100 RIVERVIEW CENTER SUITE 292
MIDDLETOWN,CT06457 		  PC NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE (NCCJ): EQUITY LEADERSHIP ALLIANCE (ELA) 7,000

NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES

11 PINE LODGES PARK
WILLIAMSTOWN,MA01267 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 3,000

NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES

11 PINE LODGES PARK
WILLIAMSTOWN,MA01267 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000

PARTNERS AND ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS

800 AIRPORT BLVD SUITE 320
BURLINGAME,CA94010 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SELF-EVIDENT EDUCATION INC

156 OVERLOOK DR
FLORENCE,MA01062 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SERVICENET INC

21 OLANDER DRIVE
NORTHAMPTON,MA01060 		  PC ENHANCING PARENT CONFIDENCE AND STAFF EFFECTIVENESS THROUGH TOUCHPOINTS TRAINING. 6,000

SEVENARS CONCERTS INC

80 EAST END AVENUE
NEW YORK,NY10028 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

WOMENS WILDERNESS INSTITUTE

1206 EUCLID AVE
BOULDER,CO80302 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

WILLIE ROSS SCHOOL FOR THE DEAF

32 NORWAY ST
LONGMEADOW,MA01106 		  PC OUTREACH EXPANSION 20,000

WESTFIELD STATE FOUNDATION INC

333 WESTERN AVENUE
WESTFIELD,MA01086 		  PC THE RESEARCH, INNOVATION, DESIGN, AND ENTREPRENEURIAL (RIDE) CENTER AT WESTFIELD STATE UNIVERSITY 30,000

WESTFIELD ON WEEKENDS

105 ELM ST
WESTFIELD,MA01085 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

WELLSPRING COOPERATIVE CORPORATION

PO 51116
SPRINGFIELD,MA01151 		  PC ROOTING SOLIDARITY ECONOMY (SE): LEVERAGING A COMMUNITY LAND TRUST MODEL TO BUILD A LOCAL SOLIDARITY ECONOMY ECOSYSTEM 20,000

UNIVERSITY SCHOOL

2785 SOM CENTER ROAD
HUNTING VALLEY,OH44022 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

UNITED WAY OF CENTRAL MASSACHUSETTS

18 CHESTNUT ST
WORCESTER,MA01608 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 20,000

U S S MASS MEMORIAL COMMITTEE INC

5 WATER ST
FALL RIVER,MA02721 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 3,000

TRUSTEES OF TUFTS COLLEGE

80 GEORGE ST
MEDFORD,MA02115 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,610

TREEHOUSE FOUNDATION INC

1 TREEHOUSE CIRCLE
EASTHAMPTON,MA01027 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

TOP FLOOR LEARNING INC

1455 N MAIN ST
PALMER,MA01069 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THIRD SECTOR NEW ENGLAND

89 SOUTH STREET SUITE 700
BOSTON,MA02111 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

THE WOMEN OF COLOR HEALTH EQUITY COLLECTIVE

PO BOX 3477
SPRINGFIELD,MA01101 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

THE UNITARIAN UNIVERSALIST SOCIETY OF GREATER SPRINGFIELD

245 PORTER LAKE ROAD
SPRINGFIELD,MA01106 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THE UCONN FOUNDATION INC

ATTN DATA SERVICES
STORRS,CT06269 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THE TREEHOUSE FOUNDATION

1 TREEHOUSE CIRCLE
EASTHAMPTON,MA01027 		  PC SHINING A LIGHT ON FOSTER CARE INNOVATION: TREEHOUSE COMMUNICATIONS, VISIBILITY & BRAND STRATEGY 23,000

THE STREET DOG COALITION

305 W MAGNOLIA ST 277
FORT COLLINS,CO80521 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000

THE SERVICE BOARD

PO BOX 28172
SEATTLE,WA28172 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

THE SALVATION ARMY

CORPORATE ADDRESS 440 WEST NYACK RD
WEST NYACK,NY10994 		  PC POWERHOUSE AFTER-SCHOOL TUTORING PROGRAM 10,000

THE PERFORMANCE PROJECT

PO BOX 5195
SPRINGFIELD,MA01101 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THE MASSACHUSETTS COALITION FOR THE HOMELESS

73 BUFFUM STREET
LYNN,MA01902 		  PC A BED FOR EVERY CHILD 5,000

THE GRAY HOUSE INC

22 SHELDON STREET
SPRINGFIELD,MA01107 		  PC GRAY HOUSE SAFETY & SECURITY IMPROVEMENTS 12,000

THE FOOD BANK OF WESTERN MASSACHUSETTS INC

97 NORTH HATFIELD ROAD
HATFIELD,MA01038 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THE BUSCH WILDLIFE SANCTUARY INC

17855 ROCKY PINES ROAD
JUPITER,FL33478 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SPRINGFIELD PUERTO RICAN PARADE

PO BOX 1273
SPRINGFIELD,MA01101 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 3,000

SPRINGFIELD JEWISH COMMUNITY CENTER

1160 DICKINSON STREET
SPRINGFIELD,MA01108 		  PC FIRE RESTORATION AND REMEDIATION AT THE SPRINGFIELD JEWISH COMMUNITY CENTER 40,000

SPRINGFIELD BOYS AND GIRLS CLUB

481 CAREW STREET
SPRINGFIELD,MA01104 		  PC AIR QUALITY & TEMPERATURE CONTROL UPGRADES TO BUILDING 16,000

SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP INC

649 STATE STREET
SPRINGFIELD,MA01109 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

SMART RECOVERY USA INC

7304 MENTOR AVENUE
MENTOR,OH44060 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 3,500

WOMENS FUND OF WESTERN MASSACHUSETTS

333 BRIDGE ST
SPRINGFIELD,MA01103 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

MERROHAWKE NATURE SCHOOL

55 TOWNE ROAD
BOXFORD,MA01921 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

MEALS OF HOPE INC

7 DOUGLAS RD
CHELMSFORD,MA01824 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

EASTHAMPTON HIGH SCHOOL ATHLETIC FOUNDATION AND HALL OF FAME INC

12 PICARD CIRCLE
EASTHAMPTON,MA01027 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000

DRESS FOR SUCCESS WESTERN MASSACHUSETTS

PO BOX 15376
SPRINGFIELD,MA01115 		  PC RELOCATION OF BOUTIQUE 44,850

DRAMA STUDIO

PO BOX 80892
SPRINGFIELD,MA01138 		  PC NEW STAFFING FOR GROWTH 12,000

DAKIN HUMANE SOCIETY

171 UNION STREET
SPRINGFIELD,MA01105 		  PC PET HEALTH CENTER EXPANSION AND EDUCATION PROGRAM 13,000

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

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

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

333 BRIDGE STREET
SPRINGFIELD,MA01103 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

COMMUNITY EDUCATION PROJECT

317 MAIN ST
HOLYOKE,MA01040 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

CLARKE SCHOOL FOR THE DEAF DBA CLARKE SCHOOLS FOR HEARING AND SPEECH

45 ROUND HILL ROAD
NORTHAMPTON,MA01060 		  PC CLARKE NORTHAMPTON: RELOCATION FOR INCLUSIVE LEARNING AND LONG-TERM SUSTAINABILITY 10,000

CISA (COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE)

1 SUGARLOAF ST
SOUTH DEERFIELD,MA01373 		  PC LOCAL FOOD FOR ALL 32,000

CHOATE ROSEMARY HALL FOUNDATION INCORPORATED

333 CHRISTIAN ST
WALLINGFORD,CT06492 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,320

CHILDRENS INSTITUTE INC

2121 WEST TEMPLE STREET
LOS ANGELES,CA90026 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 4,000

CENTER FOR WOMEN AND ENTERPRISE

44 SCHOOL STREET SUITE 200
BOSTON,MA02108 		  PC TECHNICAL ASSISTANCE FOR WOMEN-OWNED SMALL BUSINESSES IN HAMPDEN AND HAMPSHIRE COUNTIES 6,000

CENTER FOR HUMAN DEVELOPMENT INC

85 INTERSTATE DRIVE
WEST SPRINGFIELD,MA01089 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

MENTAL HEALTH ASSOCIATION INC

995 WORTHINGTON ST
SPRINGFIELD,MA01109 		  PC NEW FACILITY FOR MHAS ADMINISTRATIVE HEADQUARTERS 30,000

CARLSBAD HIGH SCHOOL VOLLEYBALL CLUB

6937 WATERS END DR
CARLSBAD,CA92011 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CANCER CONNECTION

41 LOCUST ST
NORTHAMPTON,MA01060 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

BOYS AND GIRLS CLUB OF CHICOPEE INC

580 MEADOW STREET
CHICOPEE,MA01013 		  PC BUILDING TEEN FUTURES...OPENING MORE DOORS FOR TOMORROW'S LEADERS CAPITAL CAMPAIGN 30,000

BOSTON PARTNERS IN EDUCATION INC

192 SOUTH ST SUITE 600
BOSTON,MA02111 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

BLUES TO GREEN INC

18 TUCKER RD
HUNTINGTON,MA01050 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

BLACK MEN OF GREATER SPRINGFIELD INC

P O BOX 4342
SPRINGFIELD,MA01101 		  PC W.E.B. SUMMER EXPERIENCE PROGRAM 11,200

BIRTHDAY WISHES

24 SUPERIOR DR SUITE B1 WWWBIRTHDAY
ISHESORG
NATICK,MA01760 		  PC BIRTHDAY-IN-A-BOX PROGRAM FOR HOMELESS CHILDREN IN HAMPDEN AND HAMPSHIRE COUNTIES 17,000

BIG BROTHERS BIG SISTERS OF HAMPDEN COUNTY

266 COLD SPRING AVE
WEST SPRINGFIELD,MA01089 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000

BERKSHIRE FAMILY AND INDIVIDUAL RESOURCES

771 SOUTH CHURCH ST
NORTH ADAMS,MA02147 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,820

AVAILABLE POTENTIAL ENTERPRISES LTD

126 MAIN STREET
NORTHAMPTON,MA01060 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GATEWAY CITY LIVE ORG INC FBO ARTS INTEGRATION STUDIO

92 RACE STREET
HOLYOKE,MA01040 		  PC YOUTH TRUTH ENSEMBLE 2023-2024 7,000

AMERICAN RED CROSS OF WESTERN MASSACHUSETTS

150 BROOKDALE DRIVE
SPRINGFIELD,MA01104 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

AMERICAN RED CROSS OF WESTERN MASSACHUSETTS

150 BROOKDALE DRIVE
SPRINGFIELD,MA01104 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 15,000

ALL OUT ADVENTURES

297 PLEASANT ST
NORTHAMPTON,MA01060 		  PC ADAPTIVE EQUIPMENT LENDING PROGRAM 31,000

CANDID

PO BOX 22799
NEW YORK,NY10087 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

ENTREPRENEURSHIP FOR ALL INC

193 HIGH STREET
HOLYOKE,MA01040 		  PC EFORALL/EPARATODOS PIONEER VALLEY 25,000

EMPTY ARMS BEREAVEMENT SUPPORT

140 PINE ST ROOM B2
WESTHAMPTON,MA01027 		  PC PEER COMPANION ENHANCEMENT PROGRAM 6,000

FIDELCO GUIDE DOG FOUNDATION

103 VISION WAY
BLOOMFIELD,CT06002 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

MASSACHUSETTS INTERNATIONAL FESTIVAL OF THE ARTS VICTORY THEATRE

56 SUFFOLK STREET SUITE 300
HOLYOKE,MA01040 		  PC VICTORY THEATRE MURAL RESTORATION AND EXHIBITION 15,000

MAKE-IT SPRINGFIELD INC

286 BRIDGE STREET
SPRINGFIELD,MA01103 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

LOWELLS MARITIME FOUNDATION DBA LOWELLS BOAT SHOP

459 MAIN ST
AMESBURY,MA01913 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

LIBERTAS ACADEMY CHARTER SCHOOL INC

146 CHESTNUT STREET
SPRINGFIELD,MA01103 		  PC LIBERTAS ACADEMY CHARTER SCHOOL NEW SCHOOL PROMISE CAMPAIGN - DAVIS FOUNDATION CHALLENGE 40,000

LAND TO HAND MONTANA

PO BOX 4404
WHITEFISH,MT59937 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

LAND FOR GOOD

PO BOX 625
KEENE,NH03431 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

KESTREL LAND TRUST INC

PO BOX 1016
AMHERST,MA01004 		  PC GROWING GREEN: EASTHAMPTON ~ PARTNERING FOR A HEALTHY, AFFORDABLE & CONNECTED CITY 30,000

JUST ROOTS INC

34 GLENBROOK DRIVE APT 1B
GREENFIELD,MA01301 		  PC THE JUST ROOTS COMMUNITY FARM AND FOOD HUB: BUILDING CAPACITY AND FOOD SECURITY 32,000

JUPITER MEDICAL CENTER FOUNDATION INC

1210 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL33458 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

JEANNE GEIGER CRISIS CENTER INC

2 HARRIS ST
NEWBURYPORT,MA01950 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

INSIGHT PRODUCTIONS

742 HICKORY RIDGE ROAD
PUTNEY,VT05346 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

HUMAN SERVICE FORUM

PO BOX 366 N/A
HOLYOKE,MA01041 		  PC RESPONSIVE CAPACITY BUILDING AND TECHNICAL ASSISTANCE 50,000

HUMAN SERVICE FORUM

PO BOX 366
HOLYOKE,MA01041 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

HUMAN DEVELOPMENT CORPORATION

SUMMIT SCHOOL
EDGEWATER,MD21037 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 4,000

HORIZONS FOR HOMELESS CHILDREN

1785 COLUMBUS AVENUE
ROXBURY,MA02119 		  PC WEST REGION PLAYSPACE PROGRAM 10,000

HITCHCOCK CENTER FOR THE ENVIRONMENT

845 WEST ST
AMHERST,MA01002 		  PC SCHOOLS EXPLORING ENGINEERING, DESIGN AND SUSTAINABILITY (SEEDS) 50,000

HILLTOWN YOUTH PERFORMING ARTS PROGRAM INC

18 JACOBS RD
CHARLEMONT,MA01339 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

FRACTURED ATLAS

228 PARK AVENUE SOUTH 56651
NEW YORK,NY10003 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

FUTURE ARTS FOUNDATION

699 SUNDOWN DRIVE
LAFAYETTE,CO80026 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GANDARA MENTAL HEALTH CENTER

933 EAST COLUMBUS AVENUE
SPRINGFIELD,MA01105 		  PC MOORELAND PLAYGROUND PROJECT 6,000

GIRLS INC OF THE VALLEY

6 OPEN SQUARE WAY
HOLYOKE,MA01041 		  PC COMPLETING PHASE A RENOVATIONS OF THE GIRLS INC. PROGRAM CENTER & HEADQUARTERS 50,000

GORDON SCHOOL

45 MAXFIELD AVE
EAST PROVIDENCE,RI02914 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 1,250

EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC

400 SEABROOK RD
TEQUESTA,FL33469 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GROW FOOD NORTHAMPTON

221 PINE STREET 349
FLORENCE,MA01062 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GUS GIORDANO JAZZ LEGACY FOUNDATION

5230 NORTH CLARK STREET
CHICAGO,IL60640 		  PC 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

HAMPDEN COUNTY CAREER CENTER INC DBA MASSHIRE HOLYOKE

850 HIGH STREET
HOLYOKE,MA01040 		  PC FULL STEAM AHEAD 35,000

HAMPSHIRE REGIONAL YMCA

HAMPSHIRE REGIONAL YMCA
NORTHAMPTON,MA01060 		  PC HRYMCA OUTDOOR SPACE RENOVATION 45,000

HILLTOWN VILLAGE INC (DBA IT TAKES A VILLAGE)

2 EAST MAIN ST
HUNTINGTON,MA01050 		  PC CAPACITY BUILDING TO RESPOND TO WESTERN MA FAMILIES IN CRISIS 20,000

GROW FOOD NORTHAMPTON

221 PINE STREET 349
FLORENCE,MA01062 		  PC GROW BACK BETTER: CLIMATE RESILIENCE BUILDING ON THE GROW FOOD NORTHAMPTON COMMUNITY FARM 25,000

EASTHAMPTON LEARNING FOUNDATION

PO BOX 1100
EASTHAMPTON,MA01027 		  PF 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THE STANLEY PARK OF WESTFIELD INC

400 WESTERN AVE
WESTFIELD,MA01085 		  POF 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THE STANLEY PARK OF WESTFIELD INC

400 WESTERN AVE
WESTFIELD,MA01086 		  POF STANLEY PARK RESTRICTED GIFT 813,660

MUSIC AND POETRY SYNCHRONIZED INC

39 MASSASOIT ST
NORTHAMPTON,MA01060 		  POF 2023 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000
Total .................................right arrow 3a 2,429,910
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 1,462,069  
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 22,134  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 280,516  
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 1,764,719 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,764,719
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 81,672 45,335 0 36,337

TY 2023 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 11,624,090 11,624,090

TY 2023 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 32,822,743 32,822,743

TY 2023 InvestmentsGovtObligationsSch
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
US Government Securities - End of Year Book Value:

3,080,098
US Government Securities - End of Year Fair Market Value:

3,080,098
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 9,922,036 9,922,036

TY 2023 LegalFeesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 16,671 4,241 0 12,430


TY 2023 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 76,002 117,945 117,945
PROGRAM-RELATED INVESTMENTS 291,694 702,682 702,682


TY 2023 OtherDecreasesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Amount
DEFERRED TAX LIABILITY 90,500


TY 2023 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 24,641 6,441 0 18,200
OTHER 153,387 92,310 0 61,077


TY 2023 OtherIncomeSchedule2
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 22,134 22,134  


TY 2023 OtherIncreasesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Amount
UNREALIZED GAINS 5,357,998


TY 2023 OtherLiabilitiesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 30,000 103,000


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER 63,392 14,750 0 48,642
INVESTMENT MANAGEMENT 319,591 319,591 0 0


TY 2023 TaxesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 30,266 30,266 0 0