Beveridge Family Foundation Inc
- Assets
- $0.0
- Revenue
- $3.4m
- Investments
- $64.9m
- Employees
- 0
- Location
- West Newbury, MA
- Founding
- 04/2000
- Data as of
- 12/2020
- EIN
- 31-1698286
Organization Overview
Beveridge Family Foundation Inc is located in West Newbury, MA. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Beveridge Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Beveridge Family Foundation Inc generated $3.4m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (2.3%) each year. All expenses for the organization totaled $3.4m during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (2.0%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Beveridge Family Foundation Inc has awarded 1,053 individual grants totaling $20,130,831. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ward S Caswell President/director | 40 | $193,000 | |
Peter Weston Director | 0.5 | $0 | |
Christa Palmer Bigue Director | 0.5 | $0 | |
Jonathan Caswell First Vice President | 1 | $0 | |
Frederick William Stecher Treasurer | 2 | $0 | |
Patrice Swan Director | 0.5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Brandes Investment Partners | 12/30/21 | $95,331 |
Wells Fargo | 12/30/21 | $58,712 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,297,499 |
| Profit on Inventory Sales | $0 |
| Other Income | $7,482 |
| Total Revenue | $3,387,622 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $184,000 |
| Pension plans, employee benefits | $46,965 |
| Depreciation | $9,386 |
| Occupancy | $17,220 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $833,176 |
| Contributions, gifts, grants paid | $2,554,810 |
| Total expenses and disbursements | $3,387,986 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $14,382,945 |
| Other assets | $136,925 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $210,000 |
Grants Awarded
Over the last fiscal year, Beveridge Family Foundation Inc has awarded $2,995,730 in support to 137 organizations.
| Grant Recipient | Amount |
|---|---|
STANLEY PARK OF WESTFIELD INC PURPOSE: GENERAL OPERATING SUPPORT | $758,916 |
Westfield, MA PURPOSE: "CARILLON TOWER RESTORATION PROJECT" | $300,000 |
Springfield, MA PURPOSE: PHASE 1 RENOVATION OF FIRST AND SECOND FLOORS NEW SPACE AT 286 BRIDGE ST | $50,000 |
Springfield, MA PURPOSE: FRANK STANLEY BEVERIDGE ENDOWED SCHOLARSHIP | $50,000 |
Mount Hermon, MA PURPOSE: BEVERIDGE HALL | $50,000 |
Greenfield, MA PURPOSE: BUILDING A COMMUNITY FARM HUB AT JUST ROOTS: REVITALIZING GREENFIELDS COMMUNITY FARM TO SUPPORT JUST ACCESS TO LOCAL FOOD | $50,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Redhill Foundation-Sam And Jean Rothberg Family Charitable Trust New York, NY | $42,979,654 | $7,387,635 |
Robert W Wilson Charitable Tr New York, NY | $246,803,641 | $15,248,568 |
The Zegar Family Foundation New York, NY | $255,794,688 | $35,430,517 |
The Blackrock Charitable Foundation New York, NY | $304,949,202 | $10,722,340 |
High Meadows Foundation Boston, MA | $7,499,132 | $11,021,494 |
Zankel Fund New York, NY | $8,426,526 | $6,600,017 |
Synchrony Foundation Stamford, CT | $74,474,766 | $12,637,293 |
Gavin Foundation Inc South Boston, MA | $19,688,054 | $21,343,242 |
Jp Fletcher Foundation Inc Cambridge, MA | $29,829,221 | -$3,521,275 |
Estee Lauder Companies Charitable Foundation New York, NY | $35,974,866 | $21,957,506 |
Theodore J Forstmann Charitable Trust New York, NY | $79,816,371 | $674,210 |
The Carol A Ammon Foundation Albany, NY | $10,088,469 | $6,097,174 |