Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
WEST NEWBURY
State or province
MA
Country  
ZIP or foreign postal code
01985
A Employer identification number

31-1698286
B Telephone number (see instructions)

8002299667
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$67,050,137J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,888,441 1,888,441  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,742,727
b Gross sales price for all assets on line 6a 20,107,288
7 Capital gain net income (from Part IV, line 2)... 4,742,727
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
10,853 10,853 0
12 Total. Add lines 1 through 11........ 6,642,021 6,642,021 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 322,144 57,489 0 264,655
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 14,093 2,818 0 11,275
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
29,083 4,996 0 24,088
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
87,514 45,106 0 42,408
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
465,176 386,046 0 79,130
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
93,483 38,600 0 0
19 Depreciation (attach schedule) and depletion... 1,717 0 0
20 Occupancy.............. 18,906 3,781 0 15,125
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
146,105 29,717 0 116,388
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,178,221 568,553 0 553,069
25 Contributions, gifts, grants paid....... 2,618,100 2,648,100
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,796,321 568,553 0 3,201,169
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,845,700
b Net investment income (if negative, enter -0-) 6,073,468
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 1,281,326 1,342,959 1,342,959
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 26,302 12,176 12,176
10a Investments—U.S. and state government obligations (attach schedule) 1,745,050 Click to see attachment
List of Attached Documents:
// Content
1,634,921 		1,634,921
b Investments—corporate stock (attach schedule)....... 34,642,482 Click to see attachment
List of Attached Documents:
// Content
35,243,639 		35,243,639
c Investments—corporate bonds (attach schedule)....... 12,192,031 Click to see attachment
List of Attached Documents:
// Content
15,644,804 		15,644,804
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,952,109 Click to see attachment
List of Attached Documents:
// Content
12,321,193 		12,321,193
14 Land, buildings, and equipment: basis 36,687
Less: accumulated depreciation (attach schedule) 33,527 3,743 Click to see attachment
List of Attached Documents:
// Content
3,160 		3,160
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
973,451 		Click to see attachment
List of Attached Documents:
// Content
847,285 		Click to see attachment
List of Attached Documents:
// Content
847,285
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 62,816,494 67,050,137 67,050,137
Liabilities 17 Accounts payable and accrued expenses.......... 158,855 125,554
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 ) Click to see attachment
List of Attached Documents:
// Content
122,000 		Click to see attachment
List of Attached Documents:
// Content
169,180
23 Total liabilities (add lines 17 through 22)......... 280,855 294,734
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 46,168,919 49,105,091
25 Net assets with donor restrictions............ 16,366,720 17,650,312
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 62,535,639 66,755,403
30 Total liabilities and net assets/fund balances (see instructions). 62,816,494 67,050,137
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
62,535,639
2
Enter amount from Part I, line 27a .....................
2
2,845,700
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,571,244
4
Add lines 1, 2, and 3 ..........................
4
66,952,583
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
197,180
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
66,755,403
Form 990-PF (2025)
Form 990-PF (2025)
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 20,107,288   15,364,561 4,742,727
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       4,742,727
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 4,742,727
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 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 84,421
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 84,421
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 84,421
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 56,320
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 56,320
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....... 9 28,101
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? 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 addressWWW.BEVERIDGE.ORG
14
The books are in care ofGMA FOUNDATIONS Telephone no. (617) 426-7080

Located at2 LIBERTY SQUARE STE 500BOSTONMA ZIP+402109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		208,000 40,569 0
3 UPLAND LANE
WEST NEWBURY,MA01985
PHILIP CASWELL III EMERITUS
0.50 		0 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
JONATHAN CASWELL VICE PRESIDENT
1.00 		9,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
FREDERICK WILLIAM STECHER TREASURER
2.00 		7,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
FREDERIC PALMER ASSISTANT TREASURER
2.00 		9,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
LEAH BEVERIDGE RICHARDSON CLERK
1.00 		6,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
ALEXANDRA B RUSSELL ASSISTANT CLERK
1.00 		7,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
CHRISTA PALMER BIGUE DIRECTOR
0.50 		7,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
HENRY DU PONT DIRECTOR
0.50 		0 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
RUTH S DU PONT DIRECTOR
0.50 		7,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
JABEZ PALMER DIRECTOR
0.50 		8,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
PATRICE SWAN DIRECTOR
0.50 		7,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
PETER WESTON DIRECTOR
0.50 		8,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
NANCY REICHE DIRECTOR (UNTIL 4/2025)
0.50 		7,000 0 0
44 MERRIMAC ST
NEWBURYPORT,MA01950
VANESSA PABON-HERNANDEZ DIRECTOR (AS OF 10/2025)
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 76,156
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
63,029,059
b
Average of monthly cash balances.......................
1b
1,449,344
c
Fair market value of all other assets (see instructions)................
1c
705,838
d
Total (add lines 1a, 1b, and 1c).......................
1d
65,184,241
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
65,184,241
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
977,764
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
64,206,477
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,210,324
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,210,324
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
84,421
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
84,421
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,125,903
4
Recoveries of amounts treated as qualifying distributions................
4
9,000
5
Add lines 3 and 4............................
5
3,134,903
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,134,903
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, line 26, column (d) ..........
1a
3,201,169
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
3,201,169
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 3,134,903
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 29,729
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,201,169
a Applied to 2024, but not more than line 2a 29,729
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 2025 distributable amount..... 3,134,903
e Remaining amount distributed out of corpus 36,537
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 36,537
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		36,537
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 36,537
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 HAMPDEN & HAMPSHIRE COUNTIES, MA
Form 990-PF (2025)
Form 990-PF (2025)
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

6 OPEN SQUARE WAY
HOLYOKE,MA01040 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

ALL OUR KIDS INC

6 OPEN SQUARE WAY
HOLYOKE,MA01040 		    AOK COMMUNITY CLOSET 20,000

ALTERNATIVE ENERGY RESOURCES ORGANIZATION DBA ABUNDANT MONTANA

32 S EWING ST 314
HELENA,MT59601 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 3,333

AMELIA PARK CHILDREN'S MUSEUM INC

29 SOUTH BROAD STREET
WESTFIELD,MA01085 		    AMELIA PARK OUTDOOR LEARNING PLAYSCAPE 30,000

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 500

AMERICAN RED CROSS

101 STATION LANDING SUITE 510
MEDFORD,MA02155 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 20,000

ARISE INC

38 SCHOOL ST
SPRINGFIELD,MA01105 		    FAMILY STABILITY PLAN 14,000

AUSTIN STATE HOSPITAL VOLUNTEER SERVICES COUNCIL

4110 GUADALUPE ST
AUSTIN,TX78751 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

BAY PATH UNIVERSITY

588 LONGMEADOW STREET
LONGMEADOW,MA01106 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

BLUES TO GREEN

PO BOX 51
SPRINGFIELD,MA01101 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

BOMBYX CENTER FOR ARTS AND EQUITY

308 FAIRWAY VILLAGE
LEEDS,MA01053 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

BOYS & GIRLS CLUBS OF KING COUNTY

16000 CHRISTENSEN RD STE 250
TUKWILA,WA98188 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000

BREAKING OPPRESSION INC

PO BOX 30452
SPRINGFIELD,MA01103 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

BREAKTHROUGH T1D

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000

CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS

1770 MASSACHUSETTS AVENUE SUITE 181
CAMBRIDGE,MA02140 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000

CARING HEALTH CENTER INC

1049 MAIN ST
SPRINGFIELD,MA011032114 		    ADVANCING HEALTH EQUITY WITH CARING HEALTH CENTERS TECH EXPANSION AT SUMNER AVE 35,000

CENTER FOR HUMAN DEVELOPMENT INC

85 INTERSTATE DRIVE
WEST SPRINGFIELD,MA01089 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CET

PO BOX 275
DALTON,MA01227 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CHANDAS HOUSE INC

723 MAIN STREET
AGAWAM,MA01001 		    BARBARA'S HOUSE 32,500

CHIEF SEATTLE CLUB

410 - SECOND AVE EXTENSION S
SEATTLE,WA98104 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000

CHILDREN'S INSTITUTE

2121 WEST TEMPLE STREET
LOS ANGELES,CA90026 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 4,000

CHILDREN'S MUSEUM AT HOLYOKE

444 DWIGHT STREET
HOLYOKE,MA01040 		    IMAGINED WORLDS 10,000

CHOATE ROSEMARY HALL FOUNDATION INCORPORATED

333 CHRISTIAN ST
WALLINGFORD,CT064923800 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

COALITION FOR AN EQUITABLE ECONOMY

1 WASHINGTON MALL STE 1117
BOSTON,MA02108 		    BUSINESS REGISTRATION ADVISORY GUIDE (BRAG) PROGRAM 25,000

COMMON WEALTH MURAL COLLABORATIVE

59 GRANBY HTS
GRANBY,MA01033 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

333 BRIDGE ST
SPRINGFIELD,MA01103 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

333 BRIDGE STREET
SPRINGFIELD,MA01103 		    HAMPDEN/HAMPSHIRE COUNTY SCHOLARSHIPS 30,000

CONGREGATION BNAI ISRAEL

253 PROSPECT STREET
NORTHAMPTON,MA01060 		    OUTDOOR COMPOSTING TOILET ON ABUNDANCE FARM 10,000

CRADLES TO CRAYONS INC

281 NEWTONVILLE AVENUE
NEWTON,MA02460 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES INC

15/17 BREWSTER COURT
NORTHAMPTON,MA01060 		    THE CHILDREN'S CLINIC EXPANSION 20,000

DISCOVERING JUSTICE

1 COURTHOUSE WAY SUITE 1400
BOSTON,MA02210 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

DOMUS INCORPORATED

4 SCHOOL ST
WESTFIELD,MA010852885 		    WESTFIELD COMMUNITY EDUCATION 16,000

DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED

948 CONWAY ROAD
ASHFIELD,MA01330 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

DRAMA STUDIO INC

PO BOX 80892
SPRINGFIELD,MA01138 		    INSTALLATION OF ELEVATOR 35,000

DRESS FOR SUCCESS OF WESTERN MASSACHUSETTS INC

PO BOX 15376 45 LYMAN STREET
SPRINGFIELD,MA01115 		    WESTERN MASS WOMEN'S CAREER CENTER 38,500

DRUG STORY THEATER INC

PO BOX 102
MARSHFIELD HILLS,MA020510102 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

DUNBAR CENTER INC

33 OAK ST
SPRINGFIELD,MA01109 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

DUNBAR CENTER INC

33 OAK STREET
SPRINGFIELD,MA01109 		    RESTORATION DUNBAR 20,000

EASTHAMPTON HIGH SCHOOL ATHLETIC FOUNDATION & HALL OF FAME INC

PO BOX 1586
EASTHAMPTON,MA01027 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000

EMPTY ARMS BEREAVEMENT SUPPORT INC

140 PINE ST ROOM B
FLORENCE,MA01027 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

EMPTY ARMS BEREAVEMENT SUPPORT INC

140 PINE STREET ROOM B2
FLORENCE,MA01062 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC

400 SEABROOK RD
TEQUESTA,FL33469 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

FARESTART

700 VIRGINIA ST
SEATTLE,WA98101 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 4,000

FIDELCO GUIDE DOG FOUNDATION INC

103 VISION WAY
BLOOMFIELD,CT06002 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

FOLLOW MY STEPS FOUNDATION INC

33 HASKIN STREET
SPRINGFIELD,MA01109 		    THRIVE OVER SURVIVE 47,440

FOOD BANK OF EASTERN MICHIGAN

2300 LAPEER ROAD
FLINT,MI48503 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 3,333

FRANK NEWHALL LOOK MEMORIAL PARK

300 NORTH MAIN STREET
FLORENCE,MA01062 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

FRIENDS OF LIBERTAS ACADEMY CHARTER SCHOOL INC

262 LIBERTY STREET
SPRINGFIELD,MA01104 		    LIBERTAS ACADEMY MUSIC ROOM & INSTRUMENT UPGRADES 20,000

FUTURE ARTS FOUNDATION

699 SUNDOWN DR
LAFAYETTE,CO80026 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GIRL SCOUTS OF CENTRAL AND WESTERN MASSACHUSETTS INC

115 CENTURY DRIVE
WORCESTER,MA01606 		    GSCWM: GATEWAY GIRLS LEADERSHIP PROGRAM-HAMPDEN COUNTY 12,000

GIRLS INC OF THE VALLEY

480 HAMPDEN STREET PO BOX 6812
HOLYOKE,MA01040 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GLOBAL GLIMPSE

67 TEXEL DRIVE
SPRINGFIELD,MA01108 		    GLOBAL GLIMPSE PROGRAM EXPANSION IN WESTERN MASSACHUSETTS 28,000

GORDON SCHOOL

45 MAXFIELD AVENUE
EAST PROVIDENCE,RI02914 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

GRAY HOUSE INC

22 SHELDON STREET
SPRINGFIELD,MA01107 		    GRAY HOUSE SAFETY & SECURITY IMPROVEMENTS 10,000

GREATER SPRINGFIELD HABITAT FOR HUMANITY

268 COLD SPRING AVENUE
WEST SPRINGFIELD,MA01089 		    AFFORDABLE HOMEOWNERSHIP HOLYOKE & SPRINGFIELD 40,000

GREATER WESTFIELD EMERGENCY FOOD PANTRY INC

101 MEADOW ST
WESTFIELD,MA01085 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

GUS LEGACY FOUNDATION

5230 NORTH CLARK STREET
CHICAGO,IL60640 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

HILLTOWN COMMUNITY HEALTH CENTERS INC

58 OLD NORTH ROAD
WORTHINGTON,MA01098 		    REPLACE ROOF AT WORTHINGTON HEALTHCARE FACILITY 15,000

HILLTOWN LAND TRUST INC

332 BULLITT RD
ASHFIELD,MA013309767 		    LAND CONSERVATION AND STEWARDSHIP FOR COMMUNITY RESILIENCE 35,000

HILLTOWN VILLAGE INC

2 EAST MAIN STREET PO BOX 304
HUNTINGTON,MA01050 		    VILLAGE CLOSET BASIC NEEDS AND FAMILY SUPPORT CENTER 40,000

HOPE AND COMFORT

659 HIGHLAND AVE
NEEDHAM,MA02494 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

HORIZONS FOR HOMELESS CHILDREN INC

1785 COLUMBUS AVENUE
ROXBURY,MA02119 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

HUMAN SERVICE FORUM

PO BOX 366
HOLYOKE,MA01041 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

HUMAN SERVICE FORUM

PO BOX 366
HOLYOKE,MA010410366 		    INNOVATE413 48,000

HUMAN SERVICE FORUM

PO BOX 366
HOLYOKE,MA01041 		    RESPONSIVE CAPACITY BUILDING AND TECHNICAL ASSISTANCE 50,000

INSIGHT PRODUCTIONS INC

742 HICKORY RIDGE RD
PUTNEY,VT05346 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

J C WILLIAMS COMMUNITY CENTER INC

116 FLORENCE STREET
SPRINGFIELD,MA01105 		    JC WILLIAMS COMMUNITY RESOURCE HUB RENOVATION PROJECT 40,000

JEANNE GEIGER CRISIS CENTER INC

2 HARRIS ST
NEWBURYPORT,MA01950 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS INC

15 LENOX STREET
SPRINGFIELD,MA01108 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

JUPITER MEDICAL CENTER FOUNDATION INC

1210 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL33458 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

LINK TO LIBRARIES INC

2 WILBRAHAM ROAD
HAMPDEN,MA01036 		    WELCOMING SECOND GRADERS TO LINK TO LIBRARIES AND EXPANDING WESTFIELD SCHOOL PARTNERSHIPS 10,000

LOWELL'S MARITIME FOUNDATION DBA LOWELL'S BOAT SHOP

459 MAIN ST
AMESBURY,MA01913 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

LUCYS LOVE BUS CHARITABLE TRUST

21 WATER STREET SUITE 302
AMESBURY,MA01913 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

MANNA SOUP KITCHEN

48 ELM STREET
NORTHHAMPTON,MA01063 		    MANNA'S ANNUAL CAMPAIGN TO FUND OUR HEALTHY MEAL PROGRAM 30,000

MARTIN LUTHER KING JR FAMILY SERVICES INC

106 WILBRAHAM ROAD
SPRINGFIELD,MA01109 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

MASS HUMANITIES

66 BRIDGE STREET
NORTHAMPTON,MA01060 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

350 SOUTH HUNTINGTON AVENUE
BOSTON,MA02130 		    MOBILE CLINIC VAN FOR THE MSPCA'S SPRINGFIELD COMMUNITY OUTREACH PROGRAM 40,000

MAY INSTITUTE INC

MAY INSTITUTE 48 CAPITOL DRIVE
WEST SPRINGFIELD,MA01089 		    WEST SPRINGFIELD SCHOOL NEW PLAYGROUND211 20,000

MENTAL HEALTH ASSOCIATION INC

350 MEMORIAL DR
CHICOPEE,MA01020 		    RENOVATIONS FOR SOBER HOUSING HOMES 30,000

MICHAEL J DIAS FOUNDATION INC

398 EAST STREET
LUDLOW,MA01056 		    MJD SOBER WOMEN'S HOME 40,000

MY SCHOOL INC

5555 S YOSEMITE ST
GREENWOOD VILLAGE,CO80111 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

NATIONAL CHARITY LEAGUE INC COASTSIDE CHAPTER

PO BOX 2215
EL GRANADA,CA94018 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND INC

PO BOX 30839
WORCESTER,MA01603 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

NEW NORTH CITIZENS COUNCIL

2455 MAIN ST
SPRINGFIELD,MA01107 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000

NOCO PEER RECOVERY

2502 DOWNS WAY
FORT COLLINS,CO80526 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

NORTH ANDOVER HISTORICAL SOCIETY

800 MASSACHUSETTS AVE
NORTH ANDOVER,MA01845 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 500

NORTHAMPTON CENTER FOR THE ARTS INC

PO BOX 366
NORTHAMPTON,MA01061 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

NORTHAMPTON COMMUNITY ARTS TRUST

PO BOX 366
NORTHAMPTON,MA01061 		    THE WORKROOM THEATER AT 33 HAWLEY: LIGHTING, SOUND AND SEATING SYSTEMS 25,000

NORTHAMPTON JAZZ FESTIVAL INC

PO BOX 631
NORTHAMPTON,MA01061 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

NORTHFIELD MOUNT HERMON

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

NUTSHELL PLAYHOUSE INC

76 BRUNELL AVE
LENOX,MA012402025 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 500

ONE CAN HELP INC

PO BOX 55
WABAN,MA02468 		    PROVIDING THE MISSING RESOURCES UNDERSERVED CHILDREN IN THE JUVENILE COURT AND CHILD WELFARE SYSTEM URGENTLY NEED TO IMPROVE DIFFICULT LIVES, BUILD BETTER FUTURES AND ADVANCE JUSTICE IN HAMPSHIRE AND HAMPDEN COUNTIES.. 45,000

PACIFIC NORTHWEST CENTER FOR ARCHITECTURE AND DESIGN

1010 WESTERN AV
SEATTLE,WA98104 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 4,000

PARENT VILLAGES

32 HAMPDEN ST 3RD FLOOR
SPRINGFIELD,MA01103 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PARENT VILLAGES

32 HAMPDEN STREET 2ND FLOOR
SPRINGFIELD,MA01103 		    PARENT VILLAGES NONPROFIT ADVOCACY CENTER RENOVATION PROJECT 40,000

PEACE DEVELOPMENT FUND INC

PO BOX 1280
AMHERST,MA01004 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

PEACE DEVELOPMENT FUND INC

44 NORTH PROSPECT STREET
AMHERST,MA010022014 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PIONEER VALLEY HABITAT FOR HUMANITY INC

PO BOX 60642
FLORENCE,MA01062 		    WESTHAMPTON RD. COTTAGE PROJECT 20,000

PIONEER VALLEY RIVERFRONT CLUB INC

121 WEST STREET PO BOX 3123
SPRINGFIELD,MA01104 		    SUMMER 2025 LEARN TO SWIM AND ROW PROGRAM 7,000

PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION INC

115 KEATING DRIVE
BELLE CHASSE,LA70037 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

PLAY INCUBATION COLLECTIVE INC

PO BOX 1435
EASTHAMPTON,MA01027 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 1,500

PLYMOUTH HOUSING

2113 3RD AVENUE
SEATTLE,WA98121 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 500

PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA

36 COURT ST
WESTFIELD,MA01085 		    NEW ELEVATOR - CONSTRUCTION AND INSTALLATION 35,000

PROVISION MINISTRY INC

7 THOMAS NEWTON DRIVE
WESTBOROUGH,MA015811753 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

RAISING A READER (RAR-MA INC)

53 STATE ST SUITE 500
BOSTON,MA02109 		    RAISING A READER MASSACHUSETTS (RAR-MA) PIONEER VALLEY RED BOOK BAGS AND FAMILY ENGAGEMENT - HAMPDEN COUNTY EXPANSION WITH HOLYOKE PUBLIC SCHOOLS 25,000

RECONNECTED FOUNDATION

PO BOX 43
AVON,CO81620 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

RIGHT TO THE CITY ALLIANCE

143 MAIN ST ROOM 103
SPRINGFIELD,MA01105 		    WESTERN MASS TENANT ORGANIZING PROJECT 25,000

RISE ABOVE FOUNDATION

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

RIVER EAST SCHOOL TO CAREER INC

1455 NORTH MAIN ST
PALMER,MA01069 		    SKILLED TRADES CAREER FAIR 10,000

RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MASSACHUSETTS

34 CHAPIN TERRACE
SPRINGFIELD,MA01107 		    RONALD MCDONALD HOUSE OF SPRINGFIELD'S MISSION EXPANSION CAMPAIGN 25,000

RVC SEATTLE

3715 S HUDSON ST STE 103
SEATTLE,WA98118 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 1,000

SAFE COALITION INCORPORATED

31 HAYWARD ST UNIT 2C
FRANKLIN,MA02038 		    SAFE'S WESTERN MA COMMUNITY CARE EXPANSION 40,000

SEATTLE ARTS & LECTURES

340 15TH AVE E SUITE 301
SEATTLE,WA98112 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

PO BOX 301155 8 LAKEVILLE RD STE 3
JAMAICA PLAIN,MA02130 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

PO BOX 301155 8 LAKEVILLE RD STE 3
JAMAICA PLAIN,MA02130 		    YOU'RE WORTH IT PILOT PROGRAM: HAMPDEN COUNTY SHERIFFS DEPARTMENT RECOVERY AND WELLNESS CENTER 10,000

SELF-EVIDENT EDUCATION INC

156 OVERLOOK DR
FLORANCE,MA010623529 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 10,000

SELF-EVIDENT EDUCATION INC

156 OVERLOOK DRIVE
FLORENCE,MA01062 		    SELF-EVIDENT - PILOTING YOUTH TRUTHS 35,000

SEVENARS CONCERTS INC

80 EAST END AVENUE 3G
NEW YORK,NY10028 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP INC

649 STATE STREET
SPRINGFIELD,MA01109 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

SOMERVILLE HOMELESS COALITION INC

1 DAVIS SQUARE
SOMERVILLE,MA02144 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SPRINGFIELD PUERTO RICAN PARADE

PO BOX 1273
SPRINGFIELD,MA01101 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SPRINGFIELD SCHOOL VOLUNTEERS INC

1550 MAIN STREET
SPRINGFIELD,MA01103 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

SPRINGFIELD SYMPHONY ORCHESTRA

1441 MAIN ST SUIT 121
SPRINGFIELD,MA11103 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

STANLEY PARK OF WESTFIELD INC

400 WESTERN AVE PO BOX 1191
WESTFIELD,MA01086 		    GENERAL OPERATING SUPPORT 782,160

STANLEY PARK OF WESTFIELD INC

400 WESTERN AVE PO BOX 1191
WESTFIELD,MA01086 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

TECH FOUNDRY INC

1350 MAIN STREET 5TH FLOOR
SPRINGFIELD,MA01103 		    TECH BRIDGE 40,000

THE BUSCH WILDLIFE SANCTUARY INC

17855 ROCKY PINES ROAD
JUPITER,FL33478 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THE GREATER BOSTON FOOD BANK INC

70 SOUTH BAY AVENUE
BOSTON,MA02118 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 3,334

THE PERFORMANCE PROJECT INC

PO BOX 5195
SPRINGFIELD,MA01101 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

THE SUMMIT SCHOOL

664 E CENTRAL AVE
EDGEWATER,MD21037 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 4,000

TOP FLOOR LEARNING INC

1455 NORTH MAIN STREET 3RD FLOOR
PALMER,MA01069 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

TRANSLATE GENDER INC

25 MAIN ST SUITE 221
NORTHAMPTON,MA01060 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

TRANSLATE GENDER INC

25 MAIN STREET SUITE 221
NORTHAMPTON,MA010603172 		    BIPOC COLLECTIVE FOR TRANS, NONBINARY, AND GENDER EXPANSIVE YOUTH & FAMILIES 15,000

TREEHOUSE FOUNDATION INC

ONE TREEHOUSE CIRCLE
EASTHAMPTON,MA01027 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

TUFTS UNIVERSITY

8 GEORGE RD
MEDFORD,MA02155 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

UNITARIAN UNIVERSALIST SOCIETY OF GREATER SPRINGFIELD

60 LOMBARD AVENUE
EAST LONGMEADOW,MA01028 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

URBAN LEAGUE OF SPRINGFIELD INC

1 FEDERAL ST BLDG 111-3
SPRINGFIELD,MA011051199 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

USS MASSACHUSETTS MEMORIAL COMMITTEE INC

5 WATER ST
FALL RIVER,MA027211540 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

WESTERN MASSACHUSETTS COUNCIL BOY SCOUTS OF AMERICA

850 HIGH STREET SUITE 1B
HOLYOKE,MA01040 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,000

WESTFIELD ON WEEKENDS INC

105 ELM ST
WESTFIELD,MA01085 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

WILLIE ROSS SCHOOL FOR THE DEAF INC

32 NORWAY STREET
LONGMEADOW,MA01106 		    WRSD BAY PATH UNIVERSITY ANNEX 37,500

WOMEN'S FUND OF WESTERN MASSACHUSETTS

333 BRIDGE ST
SPRINGFIELD,MA01103 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 2,500

YMCA OF GREATER SPRINGFIELD

627 RANDALL ROAD
LUDLOW,MA01056 		    2025 QUALIFIED DISCRETIONARY DISTRIBUTION 5,000

YWCA OF WESTERN MASSACHUSETTS

ONE CLOUGH STREET
SPRINGFIELD,MA01118 		    YWCA OF WESTERN MA INTERIOR RENOVATIONS 50,000
Total ................................. 3a 2,648,100
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 1,888,441  
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 10,853  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 4,742,727  
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 6,642,021 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,642,021
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 87,514 45,106 0 42,408

TY 2025 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 15,644,804 15,644,804

TY 2025 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 35,243,639 35,243,639

TY 2025 InvestmentsGovtObligationsSch
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
US Government Securities - End of Year Book Value:

1,634,921
US Government Securities - End of Year Fair Market Value:

1,634,921
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 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 10,664,467 10,664,467
ALTERNATIVE FUNDS AT COST 1,656,726 1,656,726

TY 2025 LandEtcSchedule2
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FIRE SAFE 1,599 1,599 0  
LCD PROJECTOR 937 937 0  
DESK 4,207 4,207 0  
APPLE MONITOR 2,442 1,710 732 732
APPLE IPAD PRO 2,199 1,100 1,099 1,099
WEBSITE DEVELOPMENT 23,710 23,710 0  
APPLE IPHONE 17 1,593 264 1,329 1,329


TY 2025 LegalFeesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 29,083 4,996 0 24,088


TY 2025 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 118,663 141,447 141,447
PROGRAM-RELATED INVESTMENTS 854,788 705,838 705,838


TY 2025 OtherDecreasesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Amount
DEFERRED TAX LIABILITY 47,180
WRITE OFF OF PROGRAM RELATED INVESTMENT 150,000


TY 2025 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 33,974 6,136 0 27,838
OTHER 112,131 23,581 0 88,550


TY 2025 OtherIncomeSchedule2
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 10,853 10,853  


TY 2025 OtherIncreasesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Amount
UNREALIZED GAINS 1,571,244


TY 2025 OtherLiabilitiesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED AND ACCRUED FEDERAL EXCISE TAXES 122,000 169,180


TY 2025 OtherProfessionalFeesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER 79,130 0 0 79,130
INVESTMENT MANAGEMENT 386,046 386,046 0 0


TY 2025 TaxesSchedule
Name:
THE BEVERIDGE FAMILY FOUNDATION
EIN:
31-1698286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 54,883 0 0 0
FOREIGN TAXES 38,600 38,600 0 0