The Beveridge Family Foundation
The Beveridge Family Foundation is a private independent foundation located in West Newbury, Massachusetts. Established in 2000, it operates as a 501(c)(3) organization dedicated to grantmaking and philanthropic engagement in Western Massachusetts.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$62.8M
+3.7% YoY
Annual Giving
$2.5M
+4.7% YoY
Grant Count
135
+3.1% YoY
Avg Grant Size
$19K
+1.6% YoY
Under IRS private-foundation payout rules, The Beveridge Family Foundation reported a distributable amount of $3.1M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's mission is to enhance the quality of life in Hampden and Hampshire counties by supporting nonprofit organizations through engagement and grant-making. The foundation preserves and advances Frank Stanley Beveridge's philanthropic vision through initiatives supporting:
- Youth development
- Health
- Education
- Religion
- Arts
- Environment
The foundation's vision is a vibrant and equitable community where every individual can thrive.
Grantmaking
The foundation made 142 grants in 2024. Recent grant examples include:
Review Cycle
is August 1, 2026, and applications are being accepted. Prospective applicants are directed to review the eligibility section before applying.
How to Apply
, with changes implemented in October 2025. The current grant deadline is August 1, 2026, and applications are being accepted. Prospective applicants are directed to review the eligibility section before applying.
Ready to take the next step with The Beveridge Family Foundation?
Geographic Focus
Where this funder awards grants
The foundation funds nonprofit organizations in Hampden County and Hampshire County in Western Massachusetts.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $62,816,494
- Total Revenue: $4,558,441
- Total Expenses: $3,592,523
- Investment Income and Dividends: $1,939,998
As of December 2023:
- Total Assets: $60,560,634
- Total Giving: $2,429,910
- Investment Income and Dividends: $1,462,069
The foundation maintains one employee and is staffed minimally for its operations.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $62,816,494 | $60,560,634 | $56,758,354 |
| Revenue | $4,558,441 | $1,764,719 | $2,269,828 |
| Expenses | $3,592,523 | $3,393,253 | $3,563,036 |
| Qualifying Distributions | $3,026,423 | $2,821,756 | $2,914,782 |
| Net Investment Income | $4,038,400 | $1,198,017 | $1,747,268 |
| Distributable Amount | $3,051,626 | $2,855,425 | $2,919,583 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Open Grants
1 open opportunity from The Beveridge Family Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Catie's Closet Inc ($50,000), The Community Adolescent Resources and Education (care) Center Inc ($45,000), Christina's House Inc ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALL OUR KIDS INC SOUTH HADLEY, MA | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| ALPHA PSI BOULE FOUNDATION INC WEST HARTFORD, CT | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CARLSBAD HIGH SCHOOL VOLLEYBALL CLUB CARLSBAD, CA | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| AMERICAN RED CROSS OF WESTERN MA MEDFORD, MA | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| AMERICAN YACHT CLUB FOUNDATION INC NEWBURYPORT, MA | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,400 |
| ASPEN-ABUSE SUPPORT & PREVENTION EDUCATION NETWORK LIVINGSTON, MT | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $6,000 |
| BAY PATH UNIVERSITY LONGMEADOW, MA | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BLACKPACKERS COLORADO SPRINGS, CO | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BLUES TO GREEN INC SPRINGFIELD, MA | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BOSTON PARTNERS IN EDUCATION INC BOSTON, MA | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Ward S. Caswell (President)
- Philip Caswell (Trustee)
- Ruth S. Dupont (Trustee)
- Fred Palmer (Board Member, joined October 2020)
- Henry Du Pont (Board Member, joined October 2020)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WARD S CASWELL | PRESIDENT/DIRECTOR | 40 | $200,000 |
| PHILIP CASWELL III | EMERITUS | 0.5 | — |
| RUTH S DUPONT | DIRECTOR | 0.5 | $6,000 |
| LEAH BEVERIDGE RICHARDSON | CLERK | 1 | $6,000 |
| CHRISTA PALMER BIGUE | DIRECTOR | 0.5 | $6,000 |
| PETER WESTON | DIRECTOR | 0.5 | $8,000 |
| JABEZ PALMER | DIRECTOR | 0.5 | $7,000 |
| FREDERICK WILLIAM STECHER | TREASURER | 2 | $9,000 |
| JONATHAN CASWELL | VICE PRESIDENT | 1 | $9,000 |
| ALEXANDRA B RUSSELL | ASSISTANT CLERK | 1 | $7,000 |
| PATRICE SWAN | DIRECTOR | 0.5 | $7,000 |
| FREDERIC PALMER | DIRECTOR | 0.5 | $7,000 |
| HENRY DUPONT | DIRECTOR | 0.5 | — |
| NANCY REICHE | DIRECTOR | 0.5 | $7,000 |
Recent News & Activity
Recent developments and announcements
The foundation released its fifth President's Report in Spring 2024, highlighting recent accomplishments and aspirations. The report noted that the Board had resumed releasing regular reports following the global pandemic period.
The foundation has partnered with an innovation accelerator to boost support for nonprofits in the region. Recent grant recipients have included Harmony House ($35,000), CitySpace for the Old Town Hall project ($35,000), and Mental Health America ($30,000).
Harmony House receives $35K grant from the Beveridge Family FoundationSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Beveridge Family Foundation fund?
The foundation's mission is to enhance the quality of life in Hampden and Hampshire counties by supporting nonprofit organizations through engagement and grant-making. The foundation preserves and advances Frank Stanley Beveridge's philanthropic vision through initiatives supporting: • Youth development • Health • Education • Religion • Arts • Environment The foundation's vision is a vibrant and equitable community where every individual can thrive.
How do I apply for a grant from The Beveridge Family Foundation?
The foundation made 142 grants in 2024. Recent grant examples include: • Stanley Park of Westfield: $807,528 (general operating support) • Square One / Springfield Day Nursery Corporation: $50,000 • Catie's Closet: $50,000 In April 2024, the Board authorized $667,500 in grants to organizations including Boys & Girls Club of Greater Westfield, Center for New Americans, Children's Trust, Community Foundation of Western Massachusetts, Cooley Dickinson Hospital, Double Edge Theatre, Friends of Spri…
Where does The Beveridge Family Foundation make grants?
The foundation funds nonprofit organizations in Hampden County and Hampshire County in Western Massachusetts.
What size grants does The Beveridge Family Foundation award?
In 2024, The Beveridge Family Foundation awarded 135 grants totaling $2.5M — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is The Beveridge Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Beveridge Family Foundation reported a distributable amount of $3.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Beveridge Family Foundation's EIN?
The Beveridge Family Foundation's EIN (Employer Identification Number) is 31-1698286. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Beveridge Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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